San Luis Obispo City Council
August 15, 2023

City Council
AGENDA

Tuesday, August 15, 2023, 5:30 p.m.

Council Chambers, 990 Palm Street, San Luis Obispo

CONVENING AS THE CITY COUNCIL AND THE

SAN LUIS OBISPO PUBLIC FINANCING AUTHORITY
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Pages

1. CALL TO ORDER
Mayor Erica A. Stewart will call the Regular Meeting of the San Luis Obispo City Council, also acting as the San Luis Obispo Public Financing Authority, to order.

2. PLEDGE OF ALLEGIANCE
Council Member Emily Francis will lead the Council in the Pledge of Allegiance.

3. PRESENTATIONS

3.a 40TH ANNIVERSARY OF THE DOWNTOWN FARMER'S MARKET

PROCLAMATION
Mayor Stewart will present a proclamation recognizing the 40th Anniversary of the Downtown Farmer's Market.

3.b INTRODUCTION AND OATH OF OFFICE - WHITNEY MCDONALD,

ASSISTANT CITY MANAGER
City Manager Derek Johnson will introduce Whitney McDonald, the new Assistant City Manager. City Clerk Teresa Purrington will administer Assistant City Manager McDonald's Oath of Office.

3.c CITY MANAGER REPORT
Receive a brief report from City Manager Derek Johnson.

4. PUBLIC COMMENT PERIOD FOR ITEMS NOT ON THE AGENDA
Not to exceed 15 minutes. The Council welcomes your input. State law does not allow the Council to discuss or take action on issues not on the agenda, except that members of the Council or staff may briefly respond to statements made or questions posed by persons exercising their public testimony rights (Gov. Code sec. 54954.2). Staff may be asked to follow up on such items.

5. CONSENT AGENDA
Not to exceed 15 minutes. Matters appearing on the Consent Calendar are expected to be non-controversial and will be acted upon at one time. A member of the public may request the Council to pull an item for discussion. Pulled items shall be heard at the close of the Consent Agenda unless a majority of the Council chooses another time. The public may comment on any and all items on the Consent Agenda within the three-minute time limit.

Recommendation:

To approve Consent Calendar Items 5a to 5j.

5.a WAIVE READING IN FULL OF ALL RESOLUTIONS AND

ORDINANCES
Recommendation:

Waive reading of all resolutions and ordinances as appropriate.

5.b MINUTES REVIEW - JULY 11, 2023, JULY 18, 2023, AND JULY 24, 2023 COUNCIL MINUTES
9 Recommendation:

Approve the following minutes of the City Council:
• July 11, 2023 - Rescheduled Regular Meeting
• July 18, 2023 - Regular Meeting
• July 24, 2023 - Special Meeting

5.c ANNUAL SPECIAL TAX LEVY REPORT FOR THE CITY OF SAN LUIS OBISPO COMMUNITY FACILITIES DISTRICT NO. 2019-1 (SAN LUIS RANCH) FOR FY 2023-24
25 Recommendation:

Receive and file the Annual Special Tax Levy Report for the City of San Luis Obispo Community Facilities No. 2019-1 (San Luis Ranch) for FY 2023/24.

5.d ANNUAL SPECIAL TAX LEVY REPORT FOR THE CITY OF SAN LUIS OBISPO COMMUNITY FACILITIES DISTRICT NO. 2017-1 (AVILA
RANCH) FOR FISCAL YEAR 2023-2024
71 Recommendation:

Receive and file the Annual Special Tax Levy Report for the City of San Luis Obispo Community Facilities No. 2017-1 (Avila Ranch) for Fiscal Year 2023-24.

5.e AUTHORIZATION TO ADVERTISE JOHNSON WATERLINE
REPLACEMENT – IRIS TO BISHOP, SPECIFICATION NO. 2000578 117
Recommendation:

Approve the project plans and special provisions for Johnson Waterline Replacement – Iris to Bishop, Specification Number 2000578; and

1. 2. Authorize staff to advertise for bids; and
Authorize the City Manager to award the construction contract for the bid total if the lowest responsible bid is within the

3. Engineer’s Estimate of $4,160,000; and
Approve the transfer of $165,000 from the Storm Drain Annual Asset Maintenance Account (2090742) to the project account (2000578); and

4. Approve the transfer of $1,061,031 from the Recycled Water Broad Street – Tank Farm to Aerovista project (2000528) to the project account (2000578) and defer the 2000528 project to the next Financial Plan; and

5. Appropriate $483,969 from Water Fund Unreserved Working Capital and reduce the 2024-25 allocation for Water Storage Tank Maintenance (2000034) by $483,969; and

6. Authorize the City Engineer to approve Contract Change Orders up to the available project budget; and

7. Find the Project categorically exempt from the California Environmental Quality Act pursuant to State CEQA Guidelines Sections 15302 and 15303; and

8. Adopt a Draft Resolution entitled, “Resolution of City Council of the City of San Luis Obispo, California, authorizing use of the Water Fund Unreserved Working Capital Fund to support the Johnson Waterline Replacement – Iris to Bishop, Specification Number 2000578.”

9. 5.f AUTHORIZATION TO AMEND THE “BUY LOCAL BONUS” PROGRAM

TO INCLUDE INCENTIVES FOR PARTICIPATING IN CUSTOMER

SATISFACTION SURVEY
195
Recommendation:

Authorize the City Manager to amend the “Buy Local Bonus” Memorandum of Understanding with the San Luis Obispo Chamber of Commerce to include the purchase of gift cards as an incentive for participating in the Community Development Department customer satisfaction survey in an amount not to exceed $600.

5.g FINAL ACCEPTANCE OF PUBLIC IMPROVEMENTS FOR TRACT
3044 – A RESIDENTIAL SUBDIVISION AT 3725 ORCUTT ROAD
207
Recommendation:

Adopt a Draft Resolution entitled, “A Resolution of the City Council of the City of San Luis Obispo, California, accepting the completed public improvements for Tract 3044; certifying the completed private subdivision improvements for Tract 3044; releasing the securities for the completed portions of Tract 3044; and authorizing the Director of Public Works to release the remaining securities once all Tract 3044 improvements are deemed complete.”

5.h AUTHORIZATION TO APPLY FOR FEDERAL EMERGENCY

MANAGEMENT AGENCY (FEMA) ASSISTANCE TO FIREFIGHTERS

GRANT (AFG)
221
Recommendation:

Authorize the Fire Department to submit a grant application to the Federal Assistance to Firefighters Grant (AFG) Program in the amount of $98,845.45 to send two EMT firefighters through certified paramedic training; and

1. Authorize the City Manager, or their designee, to execute the grant documents and approve the budget changes necessary to appropriate the grant amount upon notification that the grant has been awarded.

2. 5.i APPROVE THE SOLE SOURCE PURCHASE OF A 2022 PIERCE ARROW TYPE 1 PUMPING FIRE ENGINE TO REPLACE FIRE
ENGINE 4
225
Recommendation:

Approve the sole source purchase of a 2022 Pierce Arrow Type 1 Pumping Fire Engine in the amount of $881,584.76.

5.j MULTI-JURISDICTIONAL HAZARD MITIGATION GRANT PROGRAM 237 Recommendation:

Authorize Fire Department to participate in a grant application process from the Federal Emergency Management Agency
(FEMA) for funding to develop a multi-jurisdictional Hazard Mitigation Plan (HMP); and

1. Authorize the City Manager, or their designee, to execute the grant documents and approve the budget changes necessary to appropriate the grant amount upon notification that the grant has been awarded.

2. 6. PUBLIC HEARING AND BUSINESS ITEMS

6.a 2022-23 STORMS AFTER-ACTION REPORT AND POST-INCIDENT ACTION PLAN (Estimated Time: 30 minutes)
241
Recommendation:

Receive and file the 2022-2023 Storms After-Action Report and PostIncident Improvement Plan.

6.b APPROVING THE SALE OF LEASE REVENUE BONDS, SERIES 2023 (CULTURAL ARTS DISTRICT PARKING PROJECT) IN AN
AGGREGATE PRINCIPAL AMOUNT NOT TO EXCEED $50,000,000,
EXECUTION OF BOND DOCUMENTS AND RELATED ACTIONS (Est.

Time: 30 minutes)
277
Recommendation:

City Council Action:

Approve a Draft Resolution entitled, “A Resolution of the City Council of the City of San Luis Obispo authorizing the execution and delivery by the City of a 1) Ground Lease, 2) a Lease Agreement, 3) an Indenture, 4) a Bond Purchase Agreement and a 5) Continuing Disclosure Certificate in connection with the issuance of San Luis Obispo Public Financing Authority Lease Revenue Bonds (Cultural Arts District Parking Project), Series 2023, approving the issuance of such bonds in an aggregate principal amount of not to exceed $50,000,000, authorizing the distribution of an Official Statement in connection with the offering and sale of such bonds and authorizing the execution of necessary documents and certificates and related actions." San Luis Obispo Public Financing Authority Board of Directors Action:

Approve a Draft Resolution entitled, “A Resolution of the Board of Directors of the San Luis Obispo Public Financing Authority authorizing the execution and delivery of a 1) Ground Lease, 2) a Lease Agreement, 3) an Indenture, and a 4) Bond Purchase Agreement in connection with the issuance of San Luis Obispo Public Financing Authority Lease Revenue Bonds (Cultural Arts District Parking Project), Series 2023, authorizing the issuance of such bonds in an aggregate principal amount of not to exceed $50,000,000, authorizing the distribution of an Official Statement in connection therewith and authorizing the execution of necessary documents and certificates and related actions.”

7. LIAISON REPORTS AND COMMUNICATIONS
Not to exceed 15 minutes. Council Members report on conferences or other City activities. At this time, any Council Member or the City Manager may ask a question for clarification, make an announcement, or report briefly on their activities. In addition, subject to Council Policies and Procedures, they may provide a reference to staff or other resources for factual information, request staff to report back to the Council at a subsequent meeting concerning any matter or take action to direct staff to place a matter of business on a future agenda. (Gov. Code Sec. 54954.2)

8. ADJOURNMENT
The next Regular Meeting of the City Council will be held on September 5, 2023 at 5:30 p.m. in the Council Chambers at City Hall, 990 Palm Street, San Luis Obispo.

LISTENING ASSISTIVE DEVICES for the hearing impaired - see the Clerk.

The City of San Luis Obispo wishes to make all of its public meetings accessible to the public. Upon request, this agenda will be made available in appropriate alternative formats to persons with disabilities. Any person with a disability who requires a modification or accommodation in order to participate in a meeting should direct such request to the City Clerk’s Office at (805) 781-7114 at least 48 hours before the meeting, if possible. Telecommunications Device for the Deaf (805) 781-7410.

City Council meetings are televised live on Charter Channel 20 and the City's YouTube Chanel: http://youtube.slo.city. Agenda related writings or documents provided to the City Council are available for public inspection in the City Clerk’s Office located at 990 Palm Street, San Luis Obispo, California during normal business hours, and on the City’s website
https://www.slocity.org/government/mayor-and-city-council/agendas-andminutes. Persons with questions concerning any agenda item may call the City Clerk’s Office at (805) 781-7114.
1 Council Minutes
July 11, 2023, 5:30 p.m.

Council Chambers, 990 Palm Street, San Luis Obispo
Council Members

Present:

Council Member Emily Francis, Council Member Andy Pease, Council Member Michelle Shoresman, Vice Mayor Jan Marx, Mayor Erica A. Stewart
City Staff Present: Derek Johnson, City Manager, Christine Dietrick, City Attorney, Teresa Purrington, City Clerk
_____________________________________________________________________

1. CLOSED SESSION: STARTS AT 5:00 PM

1.a CALL TO ORDER

1.b PUBLIC COMMENT FOR CLOSED SESSION ITEMS ONLY
Public Comments:

None
---End of Public Comment---

1.c CONFERENCE WITH REAL PROPERTY NEGOTIATORS
(APNs: 001-042-024, 001-043-25, 001-043-027)

1.d CONFERENCE WITH LEGAL COUNSEL - ANTICIPATED LITIGATION

CITY ATTORNEY - CLOSED SESSION REPORT
ACTION: City Attorney Christine Dietrick stated that the Council met in Closed Session on two matters, one regarding real property negotiation with two properties related to the Taft/California Roundabout, as noted on the agenda, and one matter of potential litigation with facts unknown by the potential opposing party. There was no reportable action taken on either item.

1.e ADJOURNMENT

2 2. CALL TO ORDER
A rescheduled Regular Meeting of the San Luis Obispo City Council was called to order on July 11, 2023 at 5:30 p.m. in the Council Chambers, 990 Palm Street, San Luis Obispo, by Mayor Stewart.

3. PLEDGE OF ALLEGIANCE
Council Member Shoresman led the Council in the Pledge of Allegiance.

4. PRESENTATIONS

4.a INTRODUCTION - MOBILITY SERVICES DEPUTY DIRECTOR AND

MOBILITY SERVICES BUSINESS MANAGER
Public Works Director Matt Horn introduced Jennifer Rice, the new Mobility Services Deputy Director, and Alexander Fuchs, the new Mobility Services Business Manager.

4.b RECOGNITION OF ASSISTANT CITY MANAGER SHELLY

STANWYCK'S RETIREMENT
City Manager Derek Johnson presented a proclamation recognizing the retirement of Shelly Stanwyck, Assistant City Manager.

4.c CITY MANAGER REPORT
City Manager Derek Johnson provided a report on upcoming projects.

5. PUBLIC COMMENT PERIOD FOR ITEMS NOT ON THE AGENDA
Public Comment:

Andrew Metrogen
--End of Public Comment--

6. CONSENT AGENDA
Motion By Council Member Shoresman
Second By Council Member Francis
To approve Consent Calendar Items 6a to 6h.

Ayes (5): Council Member Francis, Council Member Pease, Council Member Shoresman, Vice Mayor Marx, and Mayor Stewart
CARRIED (5 to 0)

3 6.a WAIVE READING IN FULL OF ALL RESOLUTIONS AND ORDINANCES Waive reading of all resolutions and ordinances as appropriate.

6.b MINUTES REVIEW - JUNE 20, 2023 COUNCIL MINUTES
Approve the minutes of the City Council meeting held on June 20, 2023.

6.c SUCCESSOR MEMORANDUM OF UNDERSTANDING BETWEEN THE

CITY OF SAN LUIS OBISPO AND THE SAN LUIS OBISPO POLICE
STAFF OFFICERS’ ASSOCIATION

1. Adopt Resolution No. 11433 (2023 Series) entitled, “A Resolution of the City Council of the City of San Luis Obispo, California, adopting and ratifying the Memorandum of Understanding between the City of San Luis Obispo and the San Luis Obispo Police Staff Officers Association for the period of July 1, 2023 to June 30, 2027”; and

2. Adopt a Regular and Supplemental Salary Schedule effective July 6, 2023, as required by California Public Employees Retirement System (CalPERS).

6.d AUTHORIZE THE FIRE DEPARTMENT TO PURCHASE SELFCONTAINED BREATHING APPARATUS

1. Approve the purchase of Self-Contained Breathing Apparatus in the amount of $463,557.75 from Bauer Compressors, Inc.; and

2. Authorize the Finance Director to execute and issue a Purchase Order upon approval.

6.e APPROVE A COMMUNITY PARTNERSHIP AGREEMENT BETWEEN

THE CITY OF SAN LUIS OBISPO AND THE SAN LUIS OBISPO

MUSEUM OF ART
Authorize the Mayor to execute a two-year Community Partnership Agreement with the San Luis Obispo Museum of Art for installation of several public art projects each year.

6.f AUTHORIZATION TO INCREASE APPROPRIATION FOR BATTERY

ELECTRIC BUSES
Adopt Resolution 11434 (2023 Series) entitled, “A Resolution of the City Council of the City of San Luis Obispo, California, authorizing the appropriation of additional undesignated Transit Fund balance for battery electric buses.”

4 6.g ADOPTION OF FY 2023-24 COMMUNITY PROMOTION PROGRAMS

FOR TOURISM BUSINESS IMPROVEMENT DISTRICT AND

PROMOTIONAL COORDINATING COMMITTEE
As recommended by the Tourism Business Improvement District (TBID) Board and the Promotional Coordinating Committee (PCC):

1. Authorize the City Manager to enter into program expenditures and various contracts for the TBID not to exceed the FY 2023-24 revenue of $1,852,700 (excludes staffing costs), based on the recommendations by the TBID Board and the adopted TBID Fund revenue projections as part of the 2023-25 Financial Plan; including a. Approval of the funding of year two of the contract extension with Noble Studios for marketing services in the amount of $1,000,000; and
b. Funding of the final year extension of the contract with Badger Branding for content marketing services in the amount of $87,800; and

2. Authorize the City Manager to make expenditures utilizing the TBID Fund’s available un-assigned fund balance during FY 2023-24 based on the most recent audited financials and at the
recommendations by the TBID Board; and

3. Authorize the City Manager to use the TBID Fund Reserve of $100,000 for tourism marketing expenditures in FY 2023-24 in accordance with the TBID reserve policy; and

4. Authorize the City Manager to enter into various contracts and program expenditures for Community Promotions not to exceed the FY 2023-24 program budget of $367,000 (excludes staffing costs) based on the recommendations by the PCC.

6.h ADVISORY BODY APPOINTMENT TO THE MASS TRANSPORTATION

COMMITTEE
Confirm the appointment of Ryan Meller to the Mass Transportation Committee (MTC).

5 7. PUBLIC HEARING AND BUSINESS ITEMS

7.a REGIONAL HOUSING AND INFRASTRUCTURE PLAN
City Manager Derek Johnson, Community Development Director Timmi Tway, Housing Policy & Programs Manager Teresa McClish, and Carolyn Berg, Koble Collaborative provided an in-depth staff report and responded to Council questions.

Public Comments:

Barry Price
Steve Delmartini
Jim Dantona
---End of Public Comment---
Motion By Council Member Pease
Second By Vice Mayor Marx
To support the Regional Housing and Infrastructure Plan as it supports regional collaboration and to the extent it is consistent with the policies of the General Plan.

Ayes (5): Council Member Francis, Council Member Pease, Council Member Shoresman, Vice Mayor Marx, and Mayor Stewart
CARRIED (5 to 0)

7.b SUPPLEMENTAL LAW ENFORCEMENT SERVICES CONTRACT
Police Chief Rick Scott, and Administrative Captain Brian Amoroso provided an in-depth staff report and responded to Council questions.

Public Comments:

None
---End of Public Comment---
Motion By Council Member Shoresman
Second By Council Member Pease

1. Authorize the Chief of Police and the City Manager to enter into an agreement with private entities, non-profit organizations, and private schools to provide supplemental law enforcement services on an occasional or ongoing basis; and

6 2. Approve Resolution No. 11435 (2023 Series) entitled, “A Resolution of the City Council of the City of San Luis Obispo, California, authorizing contracts to provide Supplemental Law Enforcement Services.” Ayes (5): Council Member Francis, Council Member Pease, Council Member Shoresman, Vice Mayor Marx, and Mayor Stewart
CARRIED (5 to 0)

8. STUDY SESSION

8.a COUNCIL CONSIDERATION OF DEFERRED FORMATION OF NEW

PREFERENTIAL PARKING PERMIT DISTRICTS
Public Works Director Matt Horn and Parking Program Manager Gaven Hussey provided an in-depth staff report and responded to Council questions.

Public Comments:

Carolyn Smith
Martha Miller
---End of Public Comment---
Motion By Vice Mayor Marx
Second By Council Member Pease
To adopt Resolution No. 11436 (2023 Series) entitled, “A Resolution of the City Council of the City of San Luis Obispo, California, temporarily deferring new Preferential Parking Permit Districts” with the following modifications shown in italics:

SECTION 1. New Preferential Parking Districts, as defined in San Luis Obispo Municipal Code Section 10.36.170 will be temporarily deferred until further notice, effective immediately. During this temporary deferral period, no new Preferential Parking Permit Districts will be established, with the exception of the proposed Parking District shown in Exhibit A that is generally shown as areas on Broad Street from Lincoln to Ramona Drive, and if this area should form a Preferential Parking District, it shall be formed under any existing rules and shall conform to new applicable guidelines as determined by the City Council.

SECTION 4. Parking Services will engage community stakeholders, including residents, businesses, and relevant organizations, to gather feedback and input regarding the effectiveness and potential improvements to the Preferential Parking Permit Districts program, and will return to the City Council in Spring 2023 with a Public Engagement

7 and Outreach Plan and Study Session to scope areas in the Preferential Parking Program for review and public input with the goal to adopt a revised program by Fall 2024.

Ayes (5): Council Member Francis, Council Member Pease, Council Member Shoresman, Vice Mayor Marx, and Mayor Stewart
CARRIED (5 to 0)

9. LIAISON REPORTS AND COMMUNICATIONS
Vice Mayor Marx updated the Council on the Central Coast Community Energy meeting and the Integrated Waste Management Agency meeting.

Council Member Pease indicated she attended the Cal Cities Policy Conference in Pomona, CA on behalf of the city on the Environmental Quality Policy Committee.

She also updated the Council on the Downtown SLO Board Meeting.

Council Member Shoresman also attended the Cal Cities Policy Conference in Pomona, CA on behalf of the city on the Tax and Revenue Policy Committee.

She also attended the City/University lunch and her first California Men's Colony Advisory Committee Meeting.

Mayor Stewart also attended the Cal Cities Policy Conference in Pomona, CA on behalf of the city on the Community Services Committee. She also attended the annual celebration at St. Arsema Ethiopian Orthodox Tewahedo Monastery in San Miguel. She presented a Proclamation at the Peoples Kitchen 40th Anniversary celebration and met with members of the California Conservation Corp. She also hosted the League of California Cities' legislative lunch webinar regarding homeless issues and legislative bills.

10. ADJOURNMENT
The meeting was adjourned at 10:02 p.m. The next Regular City Council Meeting is scheduled for July 18, 2023 at 5:30 p.m. in the Council Chambers at City Hall, 990 Palm Street, San Luis Obispo.

APPROVED BY COUNCIL: XX/XX/2023

1 Council Minutes
July 18, 2023, 5:30 p.m.

Council Chambers, 990 Palm Street, San Luis Obispo
Council Members

Present:

Council Member Emily Francis, Council Member Andy Pease, Council Member Michelle Shoresman, Vice Mayor Jan Marx, Mayor Erica A. Stewart
City Staff Present: Derek Johnson, City Manager, Christine Dietrick, City Attorney, Teresa Purrington, City Clerk
_____________________________________________________________________

1. CLOSED SESSION: STARTS AT 5:00 PM

1.a CALL TO ORDER
Mayor Erica A. Stewart called the Closed Session Meeting of the San Luis Obispo City Council to order at 5:00 PM in the Council Hearing Room at City Hall, 990 Palm Street, San Luis Obispo.

1.b PUBLIC COMMENT FOR CLOSED SESSION ITEMS ONLY
Public Comments:

None
---End of Public Comment---

1.c CONFERENCE WITH REAL PROPERTY NEGOTIATORS (APN 002-436-022)

CITY ATTORNEY REPORT
City Attorney Christine Dietrick indicated that the City Council met in closed session on the item referenced above and provided direction regarding price and terms. No other reportable action was taken.

1.d ADJOURNMENT

2 2. CALL TO ORDER
A Regular Meeting of the San Luis Obispo City Council was called to order on July 18, 2023 at 5:40 p.m. in the Council Chambers, 990 Palm Street, San Luis Obispo, by Mayor Stewart.

3. PLEDGE OF ALLEGIANCE
Council Member Pease led the Council in the Pledge of Allegiance.

4. PRESENTATIONS

4.a PRESENTATION - CENTRAL COAST COMMUNITY CHOICE ENERGY The City Council received a presentation from Central Coast Community Choice Energy Chief Communications Officer Catherine Stedman, and Chief Executive Director, Robert Shaw.

4.b CITY MANAGER REPORT
City Manager Derek Johnson provided a report on upcoming projects.

5. PUBLIC COMMENT PERIOD FOR ITEMS NOT ON THE AGENDA
Public Comment:

Hans Hershberger
--End of Public Comment--

6. CONSENT AGENDA
Council Member Pease requested that Item 6e be pulled from Consent.

Motion By Council Member Shoresman
Second By Council Member Francis
To approve Consent Calendar Items 6a to 6d and 6f.

Ayes (5): Council Member Francis, Council Member Pease, Council Member Shoresman, Vice Mayor Marx, and Mayor Stewart
CARRIED (5 to 0)

6.a WAIVE READING IN FULL OF ALL RESOLUTIONS AND ORDINANCES Waive reading of all resolutions and ordinances as appropriate.

3 6.b ADOPT A RESOLUTION EXPRESSING SUPPORT FOR THE

DOWNTOWN AREA AS THE PREFERRED LOCATION FOR A NEW

FACILITY FOR THE SUPERIOR COURT OF CALIFORNIA
Adopt Resolution No. 11437 (2023 Series) entitled, “A Resolution of the City Council of the City of San Luis Obispo, California, expressing support for the Downtown Area as the preferred location for a new facility for the Superior Court of California (County of San Luis Obispo Courthouse)” to support the Judicial Council of California regarding the preference of maintaining the Court Facilities in the downtown area.

6.c AWARD A CONSTRUCTION CONTRACT FOR THE COMMUNITY
DEVELOPMENT BLOCK GRANT CURB RAMPS 2022 PROJECT,
SPECIFICATION NUMBER 2000576

1. Award a Construction Contract to DOD Construction LTD in the amount of $663,330 for the CDBG Curb Ramps 2022 Project, Specification No. 2000576; and

2. Approve a transfer of $15,021 from the Capital Outlay Fund Completed Projects Undesignated Capital Account to the project account; and

3. Approve a transfer of $20,000 from the Water Distribution Point Repairs Account (2000065) to the project account.

6.d SELECTION OF VOTING DELEGATE AND ALTERNATES FOR THE 2023 LEAGUE OF CALIFORNIA CITIES ANNUAL CONFERENCE
Appoint Council Member Emily Francis as the Voting Delegate and Council Member Michelle Shoresman and Mayor Erica A. Stewart as Alternate Voting Delegates to vote on the City’s behalf at the Annual Business Meeting of the League of California Cities on Friday, September 22, 2023.

6.f AUTHORIZE FUNDING FOR THE PREPARATION OF THE WATER

TREATMENT PLANT FACILITY INFRASTRUCTURE RENEWAL

STRATEGY PLAN

1. Authorize the City Manager to award the contract for the Project if the bid is within available project funding of $451,111; and

2. Adopt Resolution No. 11438 (2023 Series) entitled, “A Resolution of the City Council of the City of San Luis Obispo, California, authorizing Water Fund Unassigned Working Capital for
preparation of the Water Treatment Plant Facility Infrastructure Renewal Strategy Plan” in the amount of $301,111.

4 6.e AWARD A CONSTRUCTION CONTRACT FOR THE NORTH BROAD STREET NEIGHBORHOOD PARK, SPECIFICATION NUMBER 91683
Motion By Council Member Pease
Second By Vice Mayor Marx

1. Award a Construction Contract to Brough Construction, Inc. in the amount of $1,441,117 for the North Broad Street Neighborhood Park project, Specification Number 91683; and

2. Approve a Budget Transfer of $750,000 from the Parks and Recreation General Plan Implementation project account
(2000526-01) to the North Broad Street Neighborhood Park project account (2091683)
Ayes (5): Council Member Francis, Council Member Pease, Council Member Shoresman, Vice Mayor Marx, and Mayor Stewart
CARRIED (5 to 0)

7. PUBLIC HEARING AND BUSINESS ITEMS

7.a ECONOMIC DEVELOPMENT STRATEGIC PLAN UPDATE
Deputy City Manager Greg Hermann and Economic Development Manager Lee Johnson provided an in-depth staff report and responded to Council questions.

Public Comments:

Jim Dantona
Bettina Swigger
---End of Public Comment---
Motion By Council Member Shoresman
Second By Council Member Francis
Approve the Economic Development Strategic Plan Update.

Ayes (5): Council Member Francis, Council Member Pease, Council Member Shoresman, Vice Mayor Marx, and Mayor Stewart
CARRIED (5 to 0)

5 7.b CONSIDER CREATING A COMMITTEE TO REVIEW ELECTIONS

CAMPAIGN REGULATIONS AND/OR COUNCIL COMPENSATION
Deputy City Manager Greg Hermann and City Clerk Teresa Purrington provided an in-depth staff report and responded to Council questions.

Public Comments:

None
---End of Public Comment---
Motion By Council Member Francis
Second By Council Member Shoresman
To direct staff to return in the Winter of 2024 with an item to discuss the status of the implementation of Senate Bill 1439 and whether the maximum allowable contribution should be lowered to $250 to align with Senate Bill 1439.

Ayes (5): Council Member Francis, Council Member Pease, Council Member Shoresman, Vice Mayor Marx, and Mayor Stewart
CARRIED (5 to 0)
Motion By Council Member Pease
Second By Council Member Shoresman
To defer the appointment of a Council Compensation Committee and direct staff to return in April 2024 with an increase consistent with the Council Policies and Procedures (CP&P Chapter 2.1.1) authorization to provide Consumer Price Index increases to Council, Planning Commission, and Architectural Review Commission salaries. Council provided staff direction to incorporate the formation and staffing of a Council Compensation Committee into the 2025-2027 financial plan work program.

Ayes (3): Council Member Pease, Council Member Shoresman, and Mayor Stewart
Noes (2): Council Member Francis, and Vice Mayor Marx
CARRIED (3 to 2)

6 8. LIAISON REPORTS AND COMMUNICATIONS
Mayor Stewart attended Community Foundation's 40th Anniversary celebration.

Council Member Shoresman attended the retirement celebration for Assistant City Manager Shelly Stanwyck. She also toured the City’s WRRF facility.

9. ADJOURNMENT
The meeting was adjourned at 9:02 p.m. The City Council will hold a Special Closed Session Meeting on Monday, August 14, 2023 at 5:30 p.m. in the Council Hearing Room at City Hall.

The next Regular Meeting of the City Council will be held on Tuesday, August 15, 2023 at 5:30 p.m. in the Council Chambers at City Hall, 990 Palm Street, San Luis Obispo. The Regular Meeting of August 1, 2023 will be canceled, as approved during Council's annual review of the meeting calendar on December 13, 2022.

APPROVED BY COUNCIL: XX/XX/2023

1 Council Minutes
July 24, 2023, 4:15 p.m.

Council Chambers, 990 Palm Street, San Luis Obispo
Council Members

Present:

Council Member Emily Francis, Council Member Andy Pease, Mayor Erica A. Stewart
Council Members

Absent:

Council Member Michelle Shoresman, Vice Mayor Jan Marx
City Staff Present: Christine Dietrick, City Attorney, Greg Hermann, Deputy City Manager, Teresa Purrington, City Clerk
_____________________________________________________________________

1. CALL TO ORDER
A Special Meeting of the San Luis Obispo City Council was called to order on July 24, 2023 at 4:15 p.m. at in the Council Chambers, 990 Palm Street, San Luis Obispo, by Mayor Stewart, who indicated that Vice Mayor Marx and Council Member Shoresman were absent.

2. PLEDGE OF ALLEGIANCE
Mayor Stewart led the Council in the Pledge of Allegiance.

3. PUBLIC COMMENT FOR ITEMS ON THE AGENDA ONLY
Public Comment:

None
--End of Public Comment--

4. BUSINESS ITEM

4.a AUTHORIZE JOINT APPLICATION TO AND PARTICIPATION IN THE HOMEKEY PROGRAM ROUND 3 GRANT PROGRAM AND AUTHORIZE
ALLOCATION OF $400,000 IN AFFORDABLE HOUSING FUNDS
Housing Policy & Programs Manager Teresa McClish provided an in-depth staff report and responded to Council questions.

Motion By Council Member Pease
Second By Council Member Francis

2 1. Adopt Resolution No. 11439 (2023 Series) entitled, “A Resolution of the City Council of the City of San Luis Obispo, California, authorizing Joint Application to, and participation in, the Homekey Program for the Calle Joaquin Homekey Project” in conjunction with People’s Self Help Housing Corporation (PSHHC) for a 40-60 unit permanent supportive housing project located at 1433 Calle Joaquin in a total not to exceed $22,000,000; and

2. Allocate $400,000 of Affordable Housing Funds to provide for a local match for the project; and

3. Direct staff to work with PSHHC to complete due diligence necessary for the application; and

4. Authorize the City Manager, or their designee, to execute the grant documents; and

5. Direct Staff to return to the City Council with a Memorandum of Agreement outlining partnership service, program, and funding commitments prior to accepting Homekey funds.

Ayes (3): Council Member Francis, Council Member Pease, and Mayor Stewart
Absent (2): Council Member Shoresman, and Vice Mayor Marx CARRIED (3 to 0)

5. ADJOURNMENT
The meeting was adjourned at 4:37 p.m. The City Council will hold a Special Closed Session Meeting on Monday, August 14, 2023, at 5:30 p.m. in the Council Hearing Room at City Hall.

The next Regular Meeting of the City Council will be held on Tuesday, August 15, 2023, at 5:30 p.m. in the Council Chambers at City Hall, 990 Palm Street, San Luis Obispo. The Regular Meeting of August 1, 2023, will be canceled, as approved during the Council's annual review of the meeting calendar on December 13, 2022.

APPROVED BY COUNCIL: XX/XX/2023

Item 5c
Department: Finance
Cost Center: 2001
For Agenda of: 8/15/2023
Placement: Consent
Estimated Time: N/A
FROM: Emily Jackson, Finance Director
Prepared By: Brent Taylor – Financial Analyst, Infrastructure Finance SUBJECT: ANNUAL SPECIAL TAX LEVY REPORT FOR THE CITY OF SAN LUIS OBISPO COMMUNITY FACILITIES DISTRICT NO. 2019-1 (SAN LUIS RANCH) FOR FY 2023/24

RECOMMENDATION
Receive and file the Annual Special Tax Levy Report for the City of San Luis Obispo Community Facilities No. 2019-1 (San Luis Ranch) for FY 2023/24.

POLICY CONTEXT
On July 18, 2017, Council approved the San Luis Ranch Specific Plan and determined it was consistent with the City’s General Plan. An evaluation of the project's consistency with General Plan policies is discussed at length in Section 4.9 of the certified Final Environmental Impact Report.

The Specific Plan required that funding mechanisms be included to ensure that public infrastructure was coordinated with future development under the plan. The formation of a Communities Facilities District (CFD) was consistent with this requirement. On April 16, 2019, the Council adopted Resolution No. 10998 to form the City of San Luis Obispo Community Facilities District 2019-1 (San Luis Ranch). As enabled by the Mello-Roos Community Facilities Act of 1982, a CFD allows a local jurisdiction to levy a special tax within a specified area to pay for public services and/or infrastructure needed within that area. Over the past three decades, CFDs have become a common mechanism for cities to fund services and finance development-related infrastructure, and the use of a CFD, in this case, is consistent with the City’s Economic Development Strategic Plan and the General Plan.

The General Plan provides specific policies related to the funding of infrastructure noted below:

1.13.6. Required Plans: The City shall not allow the development of any newly annexed private land until the City has adopted a specific or development plan for land uses, open space protection, roads, utilities, the overall pattern of subdivision, and financing of public facilities for the area.

Item 5c

1.13.9. Costs of Growth: The City shall require the costs of public facilities and services needed for new development be borne by the new development unless the community chooses to help pay the costs for a certain development to obtain community-wide benefits. The City shall consider a range of options for financing measures so that new development pays its fair share of costs of new services and facilities which are required to serve the project, and which are reasonably related to the new growth attributable to the development.

This report and the levying of the special tax are consistent with these General Plan policies and with the City’s local goals and policies for Community Facilities Districts.

REPORT-IN-BRIEF
Annual Special Tax Levy Report
The CFD Annual Special Levy Tax Report (Attachment A) covers all assessor parcels of land within the boundaries of the City of San Luis Obispo Community Facilities District No. 2019 -1 (San Luis Ranch). The special tax attributed to each parcel was computed following the amended Rate and Method of Apportionment as approved by Council in Resolution No. 11233 (2021 Series). The report is divided into four chapters including an introduction, information about the taxable CFD land uses, the annual CFD cost, the assignment of the maximum special tax and special tax levy for FY 2023-24, and the proposed special tax levy for FY 2023-24.

Each fiscal year, the District Administrator will calculate the maximum amount of special tax revenue that may be collected from all taxable parcels in the CFD. The levy for FY 2023-24 is based on the number of building permits issued as of May 1, 2023. Currently, the developer has received 416 building permits (121 for low-density, 81 for mediumdensity, 70 townhomes, 84 condominiums, and 60 efficiency units). The 161 final map parcels (those that do not have associated issued building permits) will be taxed at the maximum rate. By allocating the allowable maximum of the assigned special tax for all developed parcels and final map parcels, the total special tax levy for FY 2023-24 amounts to $1,285,874.33. (See Table 6 of Attachment A) Annual obligations of the CFD for FY 2023-24 include $929,700 for debt service, and $371,174.33 for administrative expenses (city staff, administrator fee, trustee fee, and other authorized uses). Total net annual costs for FY 2023-24 are $1,285,874.33.

While not mandated under the provisions of the Rate and Method of Apportionment (RMA), the City may levy the maximum special tax for developed parcels, final map parcels and undeveloped parcels each fiscal year as needed to satisfy the annual costs of the CFD. Special tax revenues collected, that are not otherwise needed to fund the administration of the CFD, debt service, and the replenishment of the bond reserve fund, may be allocated to “pay-as-you-go” (PAYGO) efforts as outlined in the Acquisition Agreement approved by Council.

Item 5c
Following the Acquisition Agreement entered into in October 2020 between the City and the San Luis Ranch’s developer, any amount not required to cover other authorized costs for the CFD must be used in half to reimburse the developer for the shortfall between the anticipated cost of the public infrastructure built and the bonds’ net proceeds, and the other half to the City to cover any applicable cost it might incur associated to the CFD.

For FY 2023-24, the City will also tax the final map parcels at maximum rate. In taxing developed parcels and final map parcels for FY 2023-24 at the allowable maximum rate, there will be a total of $330,774.88 collected that is not required for other authorized costs of the CFD. This amount may be used to fund applicable PAYGO expenditures and provide reimbursement to developer.

DISCUSSION
Background
After the approval of the San Luis Ranch Specific Plan, the City Council approved its Development Agreement (DA) on July 17, 2018. The DA provided the basis for the formation of the San Luis Ranch CFD. The CFD for San Luis Ranch was formed to fund major road improvements, potable and non-potable water system improvements, drainage system improvements, wastewater system improvements, solid waste improvements, park and paseo improvements, open space improvements, utilities, and other authorized facilities under the Mello-Roos Act, serving the Project as a condition of the City’s approval of the development.

Subsequently, on February 19, 2019, the City Council, as the legislative body of the CFD, adopted a Resolution of Intention, including the Rate and Method of Apportionment (RMA) that specified the special tax to be levied by and within the district. The RMA was updated on April 20, 2021, to allow the CFD to incur bonded indebtedness in the aggregate principal amount of not to exceed $25,000,000 secured by the levy of the mentioned special tax within the CFD.

As one of the steps for the approval of bond issuance, on May 5, 2021, the City Council adopted Ordinance No. 1697 (2021 Series) (Attachment B), approving the levy of a special tax within the CFD for the fiscal year 2021-22 and all subsequent fiscal years and is solely applicable within the boundaries of the San Luis Ranch CFD. The purpose of the levy of the special tax within the CFD is to cover authorized costs identified in the RMA such as administrative expenses, debt service, the payment of other costs associated with the bonds, etc.

The City has already established the necessary accounts with the County of San Luis Obispo Tax Collector to administer the special tax within the San Luis Ranch CFD. All necessary documentation and information were provided to the County of San Luis Obispo Tax Collector in proper form and required timelines to bill and collect the special tax on the secured property tax roll of the County in FY 2023-24. Under the terms of the RMA, the City retains the right to utilize any other lawful means of billing, collecting, and enforcing the special tax, including direct billing, supplemental billing, and, when lawfully available, judicial foreclosure of the special tax lien.

Item 5c
Previous Council or Advisory Body Action
On April 20, 2021, the City Council adopted Resolutions No. 11233, 11238, 11239, and 11240 (2021 Series) amending the Rate and Method of Apportionment and approving the issue of bonds for the San Luis Ranch CFD. On May 5, 2021, the City Council adopted Ordinance No. 1697 (2021 Series) authorizing the levy of a special tax for fiscal year 2021-22 and subsequent fiscal years.

Public Engagement
The annual special tax report requires a "notify" level of public engagement that was accomplished through the publication of the agenda, associated report, and the public session of the City Council. Public comment can be provided to the City Council through written correspondence prior to the meeting and through public testimony at the meeting.

CONCURRENCE
The City’s Community Development Department concurs with the report as presented.

ENVIRONMENTAL REVIEW
Annual special tax reporting for the City of San Luis Obispo Community Facilities District No. 2019-1 ( San Luis Ranch) is categorically exempt from California Environmental Quality Act (CEQA) under CEQA Guidelines Section 15306 (Information Collection) and the action otherwise qualifies for a "general rule" exemption according to Section 15061(b)(3), which covers activities "where it can be seen with certainty that there is no possibility that the activity in question may have a significant effect on the environment." Annual reporting does not change any aspect of the approved San Luis Ranch project, nor does it introduce the potential for any new environmental impacts. Under Section 15306, the Secretary for the California Natural Resources Agency has concluded that basic data collection, research, and resource evaluation activities which do not result in a serious or major disturbance to an environmental resource" are exempt from CEQA.

FISCAL IMPACT
Budgeted: Yes Budget Year: 2023-24
Funding Identified: Yes
Fiscal Analysis:

Funding
Sources
Total Budget
Available
Current
Funding
Request
Remaining
Balance
Annual
Ongoing
Cost
General Fund N/A N/A N/A N/A
State
Federal
Fees
Other:

Total N/A N/A N/A N/A

Item 5c
There are no expenditures directly associated with this item. Purpose of the annual report is to determine the annual tax for each parcel within the CFD boundary which will be used to cover annual costs associated with the CFD and are not obligations of the General Fund.

ALTERNATIVES
Council could decide not to receive and file the Special Tax Annual Report for San Luis Ranch. This is not recommended as the review and acceptance of the annual report is a requirement of the CFD under the Mello-Roos Act.

ATTACHMENTS
A - San Luis Ranch CFD Tax Report FY 2023-24.pdf
B - Ordinance No. 1697 (2021 Series)

Tax Report
San Luis Obispo CFD No. 2019-1
(San Luis Ranch)—FY 2023-24
Prepared for:

City of San Luis Obispo
Prepared by:

Economic & Planning Systems, Inc. (EPS)
EPS #211048
July 17, 2023

Table of Contents

1. Introduction ................................................................................. 1 Purpose of the CFD ............................................................................. 1 Structure of this Report ....................................................................... 2

2. Taxable CFD Land Uses ................................................................. 4

3. Annual CFD Costs ......................................................................... 8 Annual Costs for FY 2023-24 ................................................................ 8

4. Assignment of the Maximum Special Tax and Special Tax Levy for FY 2023-24 ................................................................................. 13 Assignment of the Special Tax ............................................................ 13 Assignment of Special Tax Priorities ..................................................... 15 Allocation of the Special Tax for FY 2023-24 ......................................... 17 Assignment of the Special Tax Levy to CFD Parcels ................................ 17 List of Maps and Tables
Map 1 CFD Boundary Map ..................................................................... 3 Map 2 CFD Single-Family Residential Large Lots ....................................... 6 Map 3 CFD High-Density Residential Large Lots ........................................ 7 Table 1 CFD Parcels and Land Uses .......................................................... 5 Table 2 Annual Cost for FY 2023-24 ........................................................ 10 Table 3 Annual Debt Service .................................................................. 12 Table 4 Special Tax Rates by Tax Category .............................................. 14 Table 5 Development Status of CFD Parcels ............................................. 16 Table 6 Allocation of the Special Tax for FY 2023-24 ................................. 18

Tax Report: San Luis Obispo CFD No. 2019-1 (San Luis Ranch)—FY 2023-24 July 17, 2023
Economic & Planning Systems, Inc. (EPS) 1

1. Introduction
The City of San Luis Obispo (City) created a Mello-Roos Community Facilities District (CFD) for the San Luis Ranch development (Project), located in the San Luis Ranch Specific Plan (SLRSP) area, located west of US Highway 101 in the southwest quadrant of the City. The CFD was formed in March 2019 to create a land-secured funding mechanism to help fund construction of authorized facilities of the CFD.

At the time of formation of the CFD, development plans for single-family residential product were fully developed, but the development plan for multifamily residential uses was still being evaluated by the developer. In addition, the location and number of affordable housing units (which are to be tax-exempt under the CFD) were being finalized between the developer and the City.

A Change Proceeding for the CFD was started in the spring of 2021 to amend the Rate and Method of Apportionment to reflect changes being made to the scope of the special tax related to final taxable unit counts for multifamily residential and assignment of affordable units to large lot parcels in the Project.

The boundaries of the proposed CFD are coterminous with the SLRSP. Overall, the Project area includes approximately 131.4 acres approved for up to 580 dwelling units and commercial development, including a 200-room hotel, 100,000 square feet of office space, and 150,000 square feet of retail and service commercial uses. The Project includes 7.8 acres of parks, waterways, and other interior open space. There will be 52.3 acres of farmed agricultural land in the Project area.

EPS prepared the “San Luis Ranch Financing Plan” (Financing Plan) in June 2018, which addressed how the infrastructure needed to serve the Project will be funded. The Financing Plan identified total infrastructure improvement costs of $54.2 million, of which approximately $22.8 million is attributable to the Project as a “fair-share” cost allocation for required infrastructure.

Purpose of the CFD
The CFD was formed to fund major road improvements, potable and non-potable water system improvements, drainage system improvements, wastewater system improvements, solid waste improvements, park and paseo improvements, open space improvements, utilities, and other authorized facilities under the Mello-Roos Act, serving the Project as a condition of the City’s approval of the development.

The CFD is authorized to issue up to $25 million in bonds. CFD bonds were issued in June 2021 in the amount of $19,660,000. It is anticipated that more than one CFD bond issuance will occur as the Project is built out.

Tax Report: San Luis Obispo CFD No. 2019-1 (San Luis Ranch)—FY 2023-24 July 17, 2023
Economic & Planning Systems, Inc. (EPS) 2
The CFD was authorized to begin collecting the special tax in Fiscal Year (FY) 2018-19. FY 2021-22 was the first year in which the special tax will be levied against taxable parcels of the CFD.

Map 1 shows the proposed boundaries of the CFD.

Structure of this Report
This report is divided into 4 chapters, including this introductory chapter, and includes Appendix A: Proposed Special Tax Levy for FY 2023-24.

1050 Southwood Drive
San Luis Obispo, CA 93401
P 805.544.7407 F 805.544.3863
Map 1

Tax Report: San Luis Obispo CFD No. 2019-1 (San Luis Ranch)—FY 2023-24 July 17, 2023
Economic & Planning Systems, Inc. (EPS) 4

2. Taxable CFD Land Uses
When the CFD was formed, it was intended that only market-rate residential land uses would be subject to the special tax. The CFD is planned to allow development of 577 residential units. Included in these 577 residential units are 22 workforce/affordable units, which will remain tax-exempt if they maintain their deed-restricted affordable status. Residential uses occupy approximately

29.55 acres of the approximately 131 total acres encompassing the CFD.

CFD land uses are shown in Table 1, which identifies the Lot Numbers for each land use category. The Lot Numbers correspond to those numbers shown in Map 2 and Map 3. There are 198 low-density residential (LDR) units and 83 medium-density residential (MDR) units that have been created by the recordation of final maps. Lot Numbers for these residential uses are shown in Map 2.

High-density residential (HDR) units are defined as townhomes, condominiums, and efficiency units. These land use categories are assigned to Lot Numbers shown in Map 3. It is anticipated that there will be 80 townhomes, 96 condominiums, and 120 efficiency units constructed in the CFD.

In addition to the taxable uses discussed above, the CFD includes approximately

18.58 acres of nonresidential uses (commercial) and 81.16 acres of public uses.

Table 1
CFD No. 2019-1 (San Luis Ranch)
CFD Parcels - FY 2023-24
Land Use Lot No. Acres Units Density
[1]
Residential Uses
Low Density Residential (LDR) 11-208 15.51 198 12.77
Medium Density Residential (MDR) 220-302 5.14 83 16.15
High Density Residential (HDR) [2]
Townhomes 5-7 3.65 80 21.94
Condominiums 1-2 3.33 96 28.83
Efficiency Units 3-4 1.93 120 62.26
Residential Use Totals 29.55 577
Nonresidential Uses
Commercial 7 11.44
Commercial 8 3.33
Commercial 9 3.81
Nonresidential Use Totals 18.58
Public Uses
Parks 3.19
Open Space 7.81
Agricultural 52.32
Regional Road 9.00
Local Road 8.84
Public Use Totals 81.16
CFD Totals 129.29 577
"cfd_LU"
Source: Cannon
[1] Lot numbers are designated on the final map for the development. [2] Lot numbers refer to those shown in Map 3.

Prepared by EPS 6/12/2023 Z:\Shared\Projects\Oakland\211000s\211048_San Luis Ranch CFD Administration\2023 Admin\Models\211048 Model 2023 Page 37 of 523 1050 Southwood Drive
San Luis Obispo, CA 93401
P 805.544.7407 F 805.544.3863
Map 2

Map 3

Tax Report: San Luis Obispo CFD No. 2019-1 (San Luis Ranch)—FY 2023-24 July 17, 2023
Economic & Planning Systems, Inc. (EPS) 8

3. Annual CFD Costs
The Rate and Method of Apportionment (RMA) identifies authorized costs of the CFD that can be funded through the annual levy of the special tax on taxable parcels. The amount of the annual levy is determined by the annual costs of the CFD, as established by the Administrator. This chapter discusses annual CFD costs for FY 2023-24.

Annual Costs for FY 2023-24
The RMA identifies annual costs as:
a. Administrative Expenses for such Fiscal Year.
b. Debt Service to be paid from Special Taxes during the Bond Year commencing during such Fiscal Year.
c. The amount needed to pay other periodic costs on the Bonds, including but not limited to credit enhancement and any rebate payments on the Bonds. d. The amount needed to replenish the reserve fund for the Bonds to the level required under the Bond Indenture, to the extent not included in a computation of Annual Costs in a previous Fiscal Year.
e. The amount needed to (1) cure any delinquencies in the payment of principal or interest on Bonds, which have occurred in the prior Fiscal Year, to the extent not otherwise included in a computation of Annual Costs in the current or any previous Fiscal Year, and (2) to fund any foreseeable deficiency of the amount to be available for the payment of principal or interest on Bonds, which are expected to occur in such Fiscal Year, to the extent not included in a computation of Annual Costs in the current or any previous Fiscal Year. f. The amount needed to (1) cure any delinquencies in the payment of the Special Tax in the prior Fiscal Year, to the extent not otherwise included in a computation of Annual Costs in the current or any previous Fiscal Year, and (2) to fund any foreseeable deficiency in the payment of the Special Tax for that Fiscal Year which is expected to occur in such Fiscal Year, to the extent not included in a computation of Annual Costs in the current or any previous Fiscal Year.
g. Costs of acquisition, construction, and improvements of Authorized Facilities to be funded on a Pay-As-You-Go Basis, in amounts determined by the Administrator.

Tax Report: San Luis Obispo CFD No. 2019-1 (San Luis Ranch)—FY 2023-24 July 17, 2023
Economic & Planning Systems, Inc. (EPS) 9
h. Less any Capitalized Interest and any credits provided under a Bond Indenture.
i. Less any available earnings on the reserve fund, Special Tax funds, available capitalized interest, or any other available revenues of the CFD or the City that may be used to fund Annual Costs, to the extent determined by the Administrator.

Table 2 identifies the net annual costs for FY 2023-24 as $1,285,874.33. These costs are detailed below.

CFD Administrative Costs
The City is authorized to fund the costs associated with administration of the CFD each fiscal year:
a. Costs of computing Special Taxes and preparing annual Special Tax collection schedules (whether by the City or any designee thereof or both). b. Costs of collecting the Special Taxes (whether by the County, the City, or otherwise).
c. Costs of remitting the Special Taxes to the Trustee. d. Costs of the Trustee (including its legal counsel) in the discharge of the duties required of it under the Bond Indenture.
e. Costs to the City, the CFD, or any designee thereof of complying with arbitrage rebate requirements.
f. Costs to the City, the CFD, or any designee thereof of complying with City, CFD, or obligated persons disclosure requirements.
g. Costs associated with preparing Special Tax disclosure statements. h. Costs incurred in responding to public inquiries regarding the Special Taxes. i. Costs to the City, the CFD, or designee thereof related to any appeal of the Special Taxes.
j. Costs associated with the release of funds from an escrow account, if any. k. Costs to the City for the issuance of Bonds authorized by the CFD that are not recovered through the Bond sale proceeds.
l. Amounts estimated to be advanced or already advanced by the City for any other administrative purposes, including attorney’s fees and other costs related to collection of the Special Taxes and commencing and pursuing to completion any foreclosure of delinquent Special Taxes.

Table 2
CFD No. 2019-1 (San Luis Ranch)
Annual Cost for FY 2023-24
Item Amount
Beginning Special Tax Fund Balance [1] $0.00
Total Funds Available for Annual Costs $0.00
Debt Service Requirement
March 1, 2023 Interest $389,850.00
September 1, 2023 Interest $389,850.00
September 1, 2023 Principal $150,000.00
Total Debt Service $929,700.00
CFD Administrative Costs
City Staff Costs (Priority Admin) [2] $26,010.00
CFD Administration - EPS $7,717.50
Trustee Fees $2,200.00
Auditor Fees $0.00
Tax Collection Services [3] $0.00
Other Authorized Uses [4] $335,246.83
Administrative Expenses Total $371,174.33
Delinquency Coverage [5] $0.00
Total Annual Costs $1,300,874.33
LESS: Estimated Earnings on Reserve [6] $15,000.00
Net Annual Costs $1,285,874.33
"annual_costs"
[1] The fund balance for the Special Tax Fund as of June 30, 2023 was $145,975. These funds is be used to meet CFD administration costs and PAYGO costs that occurred prior to FY 2022-23.
[2] Priority admin was established as $25,000 annually in FY 2021-22, to be increased 2-percent in each following fiscal year. See Page 3 of the Series 2021 Bonds Official Statement for discussion of Priority Administration Expenses [3] The County adds a $2 charge per parcel for collection of direct charges placed on the property tax bill. As such, this amount is not included in these costs.
[4] Amounts specified for other uses allowed under Authorized Facilities, which may include Pay-As-You-Go Costs.
[5] An allowance for special tax delinquencies for the previous fiscal year, and amounts placed on the tax roll for draws on the Bond Reserve Fund. The County is using the Tetter Plan for FY 2023-24, so there are no special tax delinquency coverage requirements for FY 2023-24. [6] Total Annual Costs are reduced by estimated earnings on the Bond Reserve Fund.

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Economic & Planning Systems, Inc. (EPS) 11
The City has identified costs of $26,010 for City staff costs for FY 2023-24.

In addition to City costs, the City’s tax administrator has identified costs totaling $7,717.50 for the fiscal year. Estimated Trustee costs are $2,200.

San Luis Obispo County (County) adds a $2 charge per parcel for the collection of the annual special tax levy. The County retains this $2 charge and remits the special tax levy amount for each parcel, as identified in this report. As such, the collection charges are not included in the annual cost calculation.

Debt Service
The special tax levy for FY 2023-24 will fund the debt service payments due in calendar year 2024. A principal payment in the amount of $150,000 is due September 1, 2024. Interest payments of $389,850 each are due March 1 and September 1, 2024. Table 3 shows the debt service schedule. Total debt service costs for the FY 2023-24 levy are $929,700.

Other Authorized Costs of the CFD
The City is authorized to fund the annual costs identified above. Pay-as-you-go costs are included in this category. While not required under the provisions of the RMA, the City MAY levy the maximum special tax for “developed parcels” each fiscal year. Special tax revenues collected, that are not otherwise needed to fund administration of the CFD, debt service, or to replenish the bond reserve fund, may be allocated to pay-as-you-go costs identified by the developer.

The City has identified PAYGO costs in the amount of $335,246.83 for FY 2023-

24. These special tax revenues will be used to fund certain costs associated with the planned Prado Road interchange.

Delinquency Coverage and Replenishment of the Bond Reserve Fund The County employs the Tetter Plan for the direct charges, guaranteeing the City that all amounts levied will be remitted to the City.

Estimated Earnings on the Bond Reserve Fund and Other Special Funds
Annual costs may be offset by any interest earnings on the bond reserve fund, special tax fund, or any other funds where special tax revenues have been deposited. The City estimates that $15,000 in interest earnings will be available in FY 2023-24 to offset annual costs.

Table 3
CFD No. 2019-1 (San Luis Ranch)
Annual Debt Service
Period Total
Ending Principal Interest Interest Debt
September 1 9/1 3/1 9/1 Service
2021 $0.00 $0.00 $178,486.67 $178,486.67
2022 $0.00 $391,800.00 $391,800.00 $783,600.00
2023 $130,000.00 $391,800.00 $391,800.00 $913,600.00
2024 $150,000.00 $389,850.00 $389,850.00 $929,700.00
2025 $175,000.00 $387,600.00 $387,600.00 $950,200.00
2026 $200,000.00 $384,100.00 $384,100.00 $968,200.00
2027 $230,000.00 $380,100.00 $380,100.00 $990,200.00
2028 $255,000.00 $375,500.00 $375,500.00 $1,006,000.00
2029 $285,000.00 $370,400.00 $370,400.00 $1,025,800.00
2030 $320,000.00 $364,700.00 $364,700.00 $1,049,400.00
2031 $355,000.00 $358,300.00 $358,300.00 $1,071,600.00
2032 $390,000.00 $351,200.00 $351,200.00 $1,092,400.00
2033 $425,000.00 $343,400.00 $343,400.00 $1,111,800.00
2034 $465,000.00 $334,900.00 $334,900.00 $1,134,800.00
2035 $505,000.00 $325,600.00 $325,600.00 $1,156,200.00
2036 $550,000.00 $315,500.00 $315,500.00 $1,181,000.00
2037 $595,000.00 $304,500.00 $304,500.00 $1,204,000.00
2038 $645,000.00 $292,600.00 $292,600.00 $1,230,200.00
2039 $695,000.00 $279,700.00 $279,700.00 $1,254,400.00
2040 $745,000.00 $265,800.00 $265,800.00 $1,276,600.00
2041 $805,000.00 $250,900.00 $250,900.00 $1,306,800.00
2042 $860,000.00 $234,800.00 $234,800.00 $1,329,600.00
2043 $920,000.00 $217,600.00 $217,600.00 $1,355,200.00
2044 $985,000.00 $199,200.00 $199,200.00 $1,383,400.00
2045 $1,055,000.00 $179,500.00 $179,500.00 $1,414,000.00 2046 $1,125,000.00 $158,400.00 $158,400.00 $1,441,800.00 2047 $1,195,000.00 $135,900.00 $135,900.00 $1,466,800.00 2048 $1,275,000.00 $112,000.00 $112,000.00 $1,499,000.00 2049 $1,355,000.00 $86,500.00 $86,500.00 $1,528,000.00
2050 $1,440,000.00 $59,400.00 $59,400.00 $1,558,800.00
2051 $1,530,000.00 $30,600.00 $30,600.00 $1,591,200.00
Totals $19,660,000.00 $8,272,150.00 $8,450,636.67 $36,382,786.67 "debt_service"
Source: Official Statement
Prepared by EPS 6/12/2023 Z:\Shared\Projects\Oakland\211000s\211048_San Luis Ranch CFD Administration\2023 Admin\Models\211048 Model 2023 Page 44 of 523 Tax Report: San Luis Obispo CFD No. 2019-1 (San Luis Ranch)—FY 2023-24 July 17, 2023
Economic & Planning Systems, Inc. (EPS) 13

4. Assignment of the Maximum Special
Tax and Special Tax Levy for
FY 2023-24
Each fiscal year, the Administrator will calculate the maximum amount of special tax revenue that may be collected from all taxable parcels in the CFD. First, the Administrator will increase the maximum special tax category for each tax category by the Tax Escalation Factor of 2 percent.

The annual assignment of the maximum special tax and determination of the special tax levy for FY 2023-24 are discussed below.

Assignment of the Special Tax
Each fiscal year, the Administrator assigns the special tax to all taxable parcels in the CFD. For LDR and MDR parcels, a minimum annual special tax and maximum annual special tax are assigned. For the 3 HDR categories, the minimum and maximum annual special taxes are the same.

Tax Categories
Table 4 shows the tax categories defined by the RMA, with the stated minimum and maximum annual special taxes. The first year in which the special tax was authorized was FY 2018-19 (as shown in Table 4). The minimum and maximum annual special tax is increased by the Tax Escalation Factor of 2 percent each fiscal year through FY 2023-24 for each tax category.

For LDR and MDR tax categories, 2 tax categories are established. For LDR, minimum annual special tax rates are the same for homes smaller than 1,850 building square feet and for those equal to or greater than 1,850 building square feet. For MDR, minimum annual special tax rates are the same for homes smaller than 1,600 building square feet and for those equal to or greater than 1,600 building square feet.

A higher maximum annual special tax rate is assigned to LDR and MDR parcels that have homes constructed that fall into the higher range of building square footages. Because the building square footage for a structure is not known until a building permit is issued, LDR and MDR parcels are taxed at the minimum annual special tax until a building permit has been issued, establishing the total building square footage for a parcel.

Table 4
CFD No. 2019-1 (San Luis Ranch)Special Tax Rates by Tax Category [1] Minimum Annual Maximum Annual Minimum Annual Maximum Annual Minimum Annual Maximum Annual Minimum Annual Maximum Annual Minimum Annual Maximum Annual Tax Category Special Tax Special Tax Special Tax Special Tax Special Tax Special Tax Special Tax Special Tax Special Tax Special TaxLDR 1,850 SF and Greater $2,630.00 $3,110.00 $2,682.60 $3,172.20 $2,736.25 $3,235.64 $2,790.98 $3,300.36 $2,846.80 $3,366.36 <1,850 SF $2,630.00 $2,630.00 $2,682.60 $2,682.60 $2,736.25 $2,736.25 $2,790.98 $2,790.98 $2,846.80 $2,846.80Workforce/Affordable Units $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 MDR
1,600 SF and Greater $2,150.00 $2,630.00 $2,193.00 $2,682.60 $2,236.86 $2,736.25 $2,281.60 $2,790.98 $2,327.23 $2,846.80<1,600 SF $2,150.00 $2,150.00 $2,193.00 $2,193.00 $2,236.86 $2,236.86 $2,281.60 $2,281.60 $2,327.23 $2,327.23Workforce/Affordable Units $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 Townhomes
Market Rate Units $1,910.00 $1,910.00 $1,948.20 $1,948.20 $1,987.16 $1,987.16 $2,026.91 $2,026.91 $2,067.45 $2,067.45 Workforce/Affordable Units $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 Condominiums
Market Rate Units $1,600.00 $1,600.00 $1,632.00 $1,632.00 $1,664.64 $1,664.64 $1,697.93 $1,697.93 $1,731.89 $1,731.89 Workforce/Affordable Units $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 Efficiency Units
Market Rate Units $1,199.00 $1,199.00 $1,222.98 $1,222.98 $1,247.44 $1,247.44 $1,272.39 $1,272.39 $1,297.84 $1,297.84Workforce/Affordable Units $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 [1] The Minimum and Maximum Annual Special Tax is increased by 2-percent each Fiscal Year following the Base Year of 2018-19.

Base Year - 2018-19 FY 2019-20 FY 2020-21 FY 2021-22 FY 2022-23 Prepared by EPS 6/12/2023 Z:\Shared\Projects\Oakland\211000s\211048_San Luis Ranch CFD Administration\2023 Admin\Models\211048 Model 2023

Tax Report: San Luis Obispo CFD No. 2019-1 (San Luis Ranch)—FY 2023-24 July 17, 2023
Economic & Planning Systems, Inc. (EPS) 15
Because the issuance of the initial building permit establishes the maximum annual square footage for a parcel, it is not intended that future additions to a residential structure will trigger a future increase in the maximum annual special tax established with the initial building permit.

HDR parcels will not see an increased maximum annual special tax because of the issuance of a building permit.

Assignment of Special Tax Priorities
The special tax levy is allocated to parcels based on the prioritization of land use development categories. The special tax allocation priorities are as follows:

1. Developed Parcel—a parcels with an issued building permit.

2. Final Map Parcel—a parcel created by the recordation of a final map.

3. Large Lot Parcel—a parcel shown in Map 2 or Map 3, as identified by Lot Number.

4. Undeveloped Parcel—a parcel not otherwise defined above.

Table 5 shows the current development status of parcels by tax category and shows each tax category (LDR, MDR, and the 3 HDR categories), acreage, number of total units assigned to each tax category in the RMA, number of building permits issued, final maps lots, and undeveloped lots. The RMA specifies that building permits issued through May 1 of the previous fiscal year will become developed parcels for the upcoming fiscal year.

There are building permits issued as of May 1, 2023, for the construction of 416 residential units. LDR has 121 building permits, and MDR has 81 building permits. Note that 5 of the building permits for MDR were issued as Workforce/Affordable Units, and 3 of the building permits for LDR were issued for Workforce/Affordable Units. Such parcels are tax-exempt.

Building permits have been issued for construction of 70 Townhome units, 84 Condominium units (2 are Workforce/Affordable Units), and 60 Efficiency units (3 are Workforce/Affordable Units).

In total, 416 building permits have been issued, with 403 of these parcels being taxable.

There are a total of 161 final map parcels identified for FY 2023-24, with 9 of these parcels identified as Workforce/Affordable Units.

Table 5
CFD No. 2019-1 (San Luis Ranch)
Development Status of CFD Parcels
Original Building Final
Total Permits Map Large Lot Total
Tax Category Acres Units Issued Parcels Parcels Taxed
[1]
Low Density Residential (LDR)
1,850 sq. ft. and greater 15.51 98 89 9 0 98
Less than 1,850 sq. ft. 94 29 65 0 94
Workforce/Affordable Units 6 3 3 0 6
LDR Subtotal 15.51 198 121 77 0 198
Medium Density Residential (MDR)
1,600 sq. ft. and greater 5.14 40 32 8 0 44
Less than 1,600 sq. ft. 37 44 (7) 0 33
Workforce/Affordable Units 6 5 1 0 6
MDR Subtotal 5.14 83 81 2 0 83
High Density Residential (HDR)
Townhomes
Lot 5 0.32 8 0 8 0 8
Lot 6 1.66 36 36 0 0 36
Lot 7 1.67 34 34 0 0 34
Workforce/Affordable Units 2 0 2 0 2
Townhomes Subtotal 3.65 80 70 10 0 80
Condominiums
Lot 1 1.98 58 46 12 0 60
Lot 2 1.35 36 36 0 0 34
Workforce/Affordable Units 2 2 0 0 2
Condominiums Subtotal 3.33 96 84 12 0 96
Efficiency Units
Lot 3 1.79 100 57 43 0 100
Lot 4 0.14 14 0 14 0 14
Workforce/Affordable Units 6 3 3 0 6
Efficiency Units Subtotal 1.93 120 60 60 0 120
Residential Use Totals 29.55 577 416 161 0 577
"dev_status"
[1] Building permits issued through May 1, 2023.

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Economic & Planning Systems, Inc. (EPS) 17
Allocation of the Special Tax for
FY 2023-24
Table 6 shows the FY 2023-24 minimum and maximum annual special taxes from Table 4 and the taxable units assigned by tax priority and category. The number of units for each category comes from Table 5.

By allocating 100 percent of the assigned special tax for all developed parcels, a total special tax levy of $955,099.45 would be assigned for developed parcels.

Total special tax revenue available from final map parcels is $330,774.88. Total special tax revenue from large lot parcels is $0.

To generate the special tax revenues needed to fund Net Annual Costs of $1,285,874.33, Developed Parcels will need to be levied at 100 percent of the maximum annual special tax (generating $955,099.45), and Final Map Parcels will need to be levied at approximately 100 percent of the maximum annual special tax (generating $330,774.88).

The total recommended special tax levy for FY 2023-24 is $1,285,874.33.

Assignment of the Special Tax Levy to
CFD Parcels
Appendix A shows the list of all CFD parcels, the assigned special tax from Table 6, and the special tax allocation per unit for each parcel, based on the categories assigned to each parcel.

Table 6
CFD No. 2019-1 (San Luis Ranch)
Allocation of the Special Tax for FY 2023-24
Total Special Tax
Assigned Assigned Special Tax Allocation
Tax Categories Units Special Tax Special Tax Allocation Per Unit [1] [2]
Developed Parcels
Low Density Residential (LDR) 100%
1,850 square feet or greater 89 $3,433.69 $305,598.53 $305,598.53 $3,433.69 Less than 1,850 square feet 29 $2,903.73 $84,208.24 $84,208.24 $2,903.73 Workforce/Affordable Units 3 $0.00 $0.00 $0.00 $0.00
LDR Subtotal 121 $389,806.77 $389,806.77
Medium Density Residential (MDR) 100%
1,600 square feet or greater 32 $2,903.73 $92,919.44 $92,919.44 $2,903.73 Less than 1,600 square feet 44 $2,373.77 $104,446.04 $104,446.04 $2,373.77 Workforce/Affordable Units 5 $0.00 $0.00 $0.00 $0.00
MDR Subtotal 81 $197,365.48 $197,365.48
Townhomes 100%
Market Rate Units 70 $2,108.79 $147,615.60 $147,615.60 $2,108.79 Workforce Units 0 $0.00 $0.00 $0.00 $0.00
Townhomes Subtotal 70 $147,615.60 $147,615.60
Condominium 100%
Market Rate Units 82 $1,766.53 $144,855.40 $144,855.40 $1,766.53 Workforce Units 2 $0.00 $0.00 $0.00 $0.00
Condominium Subtotal 84 $144,855.40 $144,855.40
Efficiency Units 100%
Market Rate Units 57 $1,323.79 $75,456.19 $75,456.19 $1,323.79 Workforce Units 3 $0.00 $0.00 $0.00 $0.00
Efficiency Units Subtotal 60 $75,456.19 $75,456.19
Developed Parcel Totals 416 $955,099.45 $955,099.45
Final Map Parcels 100.00%
Market Rate Low Density Residential 74 $2,903.73 $214,876.21 $214,876.21 $2,903.73 Workforced Low Density Residential 3 $0.00 $0.00 $0.00 n/a Market Rate Medium Density Residential 1 $2,373.77 $2,373.77 $2,373.77 $2,373.77 Workforce Medium Density Residential 1 $0.00 $0.00 $0.00 n/a Townhomes
Market Rate Units 8 $2,108.79 $16,870.35 $16,870.35 $2,108.79 Workforce Units 2 $0.00 $0.00 $0.00 n/a
Condominium
Market Rate Units 12 $1,766.53 $21,198.35 $21,198.35 $1,766.53 Workforce Units 0 $0.00 $0.00 $0.00 n/a
Efficiency Units
Market Rate Units 57 $1,323.79 $75,456.19 $75,456.19 $1,323.79 Workforce Units 3 $0.00 $0.00 $0.00 n/a
Final Map Totals 161 $330,774.88 $330,774.88
Undeveloped Parcels 0%
Townhomes 0 $2,108.79 $0.00 $0.00 $0.00
Condominiums 0 $1,766.53 $0.00 $0.00 $0.00
Efficiency Units 0 $1,323.79 $0.00 $0.00 $0.00
Undeveloped Parcel Totals 0 $0.00 $0.00
CFD Totals 577 $1,285,874.33 $1,285,874.33
"tax_alloc"
[1] From Table 4.
[2] Proposed special tax allocation per unit for FY 2023-24.

Prepared by EPS 7/17/2023 Z:\Shared\Projects\Oakland\211000s\211048_San Luis Ranch CFD Administration\2023 Admin\Models\211048 M Page 50 of 523 odel 2023 APPENDIX A:

Proposed Special Tax Levy for
FY 2023-24

Appendix A Page 1 of 13
Assessor's Minimum Maximum Proposed
Parcel Tax Tax Annual Annual Tax Special Tax
Number Category Status Special Tax Special Tax Allocation Levy 053-153-002 Exempt Exempt $0.00 $0.00 0% $0.00
053-153-003 Exempt Exempt $0.00 $0.00 0% $0.00
053-153-004 Exempt Exempt $0.00 $0.00 0% $0.00
053-153-005 HDR Large Lot $0.00 $0.00 0% $0.00
053-153-006 Comm Comm $0.00 $0.00 0% $0.00
053-153-007 Comm Comm $0.00 $0.00 0% $0.00
053-153-008 Exempt Exempt $0.00 $0.00 0% $0.00
053-153-009 Exempt Exempt $0.00 $0.00 0% $0.00
053-153-010 Comm Comm $0.00 $0.00 0% $0.00
053-153-011 Exempt Exempt $0.00 $0.00 0% $0.00
053-153-012 Exempt Exempt $0.00 $0.00 0% $0.00
053-153-013 Exempt Exempt $0.00 $0.00 0% $0.00
053-153-014 Exempt Exempt $0.00 $0.00 0% $0.00
053-153-015 Exempt Exempt $0.00 $0.00 0% $0.00
053-154-001 LDR FM $2,903.73 $3,433.69 100% $2,903.73
053-154-002 LDR FM $2,903.73 $3,433.69 100% $2,903.73
053-154-003 LDR FM $2,903.73 $3,433.69 100% $2,903.73
053-154-004 LDR FM $2,903.73 $3,433.69 100% $2,903.73
053-154-005 LDR FM $2,903.73 $3,433.69 100% $2,903.73
053-154-006 LDR FM $2,903.73 $3,433.69 100% $2,903.73
053-154-007 LDR FM $2,903.73 $3,433.69 100% $2,903.73
053-154-008 LDR FM $2,903.73 $3,433.69 100% $2,903.73
053-154-009 LDR FM $2,903.73 $3,433.69 100% $2,903.73
053-154-010 LDR DP $2,903.73 $3,433.69 100% $2,903.73
053-154-011 LDR DP $2,903.73 $3,433.69 100% $3,433.69
053-154-012 LDR DP $2,903.73 $3,433.69 100% $3,433.69
053-154-013 LDR DP $2,903.73 $3,433.69 100% $2,903.73
053-154-014 LDR DP $2,903.73 $3,433.69 100% $3,433.69
053-154-015 LDR AW $2,903.73 $3,433.69 0% $0.00
053-154-016 LDR FM $2,903.73 $3,433.69 100% $2,903.73
053-154-017 LDR FM $2,903.73 $3,433.69 100% $2,903.73
053-154-018 LDR FM $2,903.73 $3,433.69 100% $2,903.73
053-154-019 LDR FM $2,903.73 $3,433.69 100% $2,903.73
053-154-020 LDR FM $2,903.73 $3,433.69 100% $2,903.73
053-154-021 LDR FM $2,903.73 $3,433.69 100% $2,903.73
053-154-022 LDR FM $2,903.73 $3,433.69 100% $2,903.73
053-154-023 LDR FM $2,903.73 $3,433.69 100% $2,903.73
053-154-024 LDR FM $2,903.73 $3,433.69 100% $2,903.73
053-154-025 LDR FM $2,903.73 $3,433.69 100% $2,903.73
053-154-026 LDR FM $2,903.73 $3,433.69 100% $2,903.73
053-154-027 LDR FM $2,903.73 $3,433.69 100% $2,903.73
053-154-028 LDR FM $2,903.73 $3,433.69 100% $2,903.73
053-154-029 LDR FM $2,903.73 $3,433.69 100% $2,903.73
053-154-030 LDR FM $2,903.73 $3,433.69 100% $2,903.73
053-154-031 LDR AW $2,903.73 $3,433.69 0% $0.00
053-154-032 LDR FM $2,903.73 $3,433.69 100% $2,903.73
053-154-033 LDR FM $2,903.73 $3,433.69 100% $2,903.73
Proposed Special Tax Levy for FY 2023-24
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Assessor's Minimum Maximum Proposed
Parcel Tax Tax Annual Annual Tax Special Tax
Number Category Status Special Tax Special Tax Allocation Levy Proposed Special Tax Levy for FY 2023-24
053-154-034 LDR FM $2,903.73 $3,433.69 100% $2,903.73
053-154-035 LDR FM $2,903.73 $3,433.69 100% $2,903.73
053-154-036 LDR FM $2,903.73 $3,433.69 100% $2,903.73
053-154-037 LDR FM $2,903.73 $3,433.69 100% $2,903.73
053-154-038 LDR FM $2,903.73 $3,433.69 100% $2,903.73
053-154-039 LDR FM $2,903.73 $3,433.69 100% $2,903.73
053-154-040 LDR FM $2,903.73 $3,433.69 100% $2,903.73
053-154-041 LDR FM $2,903.73 $3,433.69 100% $2,903.73
053-154-042 LDR FM $2,903.73 $3,433.69 100% $2,903.73
053-154-043 LDR FM $2,903.73 $3,433.69 100% $2,903.73
053-154-044 LDR FM $2,903.73 $3,433.69 100% $2,903.73
053-154-045 LDR FM $2,903.73 $3,433.69 100% $2,903.73
053-154-046 LDR FM $2,903.73 $3,433.69 100% $2,903.73
053-154-047 LDR FM $2,903.73 $3,433.69 100% $2,903.73
053-154-048 LDR FM $2,903.73 $3,433.69 100% $2,903.73
053-154-049 LDR FM $2,903.73 $3,433.69 100% $2,903.73
053-154-050 LDR FM $2,903.73 $3,433.69 100% $2,903.73
053-154-051 LDR FM $2,903.73 $3,433.69 100% $2,903.73
053-154-052 LDR FM $2,903.73 $3,433.69 100% $2,903.73
053-154-053 LDR FM $2,903.73 $3,433.69 100% $2,903.73
053-154-054 LDR FM $2,903.73 $3,433.69 100% $2,903.73
053-154-055 LDR FM $2,903.73 $3,433.69 100% $2,903.73
053-154-056 LDR FM $2,903.73 $3,433.69 100% $2,903.73
053-154-057 LDR FM $2,903.73 $3,433.69 100% $2,903.73
053-154-058 LDR FM $2,903.73 $3,433.69 100% $2,903.73
053-154-059 LDR FM $2,903.73 $3,433.69 100% $2,903.73
053-154-060 LDR DP $2,903.73 $3,433.69 100% $2,903.73
053-154-061 LDR DP $2,903.73 $3,433.69 100% $2,903.73
053-154-062 LDR DP $2,903.73 $3,433.69 100% $3,433.69
053-154-063 LDR DP $2,903.73 $3,433.69 100% $3,433.69
053-154-064 LDR DP $2,903.73 $3,433.69 100% $3,433.69
053-154-065 LDR DP $2,903.73 $3,433.69 100% $2,903.73
053-154-066 LDR DP $2,903.73 $3,433.69 100% $3,433.69
053-154-067 LDR FM $2,903.73 $3,433.69 100% $2,903.73
053-154-068 LDR FM $2,903.73 $3,433.69 100% $2,903.73
053-154-069 LDR FM $2,903.73 $3,433.69 100% $2,903.73
053-154-070 LDR FM $2,903.73 $3,433.69 100% $2,903.73
053-154-071 LDR AW $2,903.73 $3,433.69 0% $0.00
053-154-072 LDR FM $2,903.73 $3,433.69 100% $2,903.73
053-154-073 LDR FM $2,903.73 $3,433.69 100% $2,903.73
053-154-074 LDR FM $2,903.73 $3,433.69 100% $2,903.73
053-154-075 LDR FM $2,903.73 $3,433.69 100% $2,903.73
053-154-076 LDR FM $2,903.73 $3,433.69 100% $2,903.73
053-154-077 LDR FM $2,903.73 $3,433.69 100% $2,903.73
053-154-078 Exempt Exempt $0.00 $0.00 0% $0.00
053-154-079 Exempt Exempt $0.00 $0.00 0% $0.00
053-154-080 Exempt Exempt $0.00 $0.00 0% $0.00
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Assessor's Minimum Maximum Proposed
Parcel Tax Tax Annual Annual Tax Special Tax
Number Category Status Special Tax Special Tax Allocation Levy Proposed Special Tax Levy for FY 2023-24
053-154-081 Exempt Exempt $0.00 $0.00 0% $0.00
053-155-001 Exempt Exempt $0.00 $0.00 0% $0.00
053-155-002 LDR DP $2,903.73 $3,433.69 100% $3,433.69
053-155-003 LDR DP $2,903.73 $3,433.69 100% $3,433.69
053-155-004 LDR DP $2,903.73 $3,433.69 100% $3,433.69
053-155-005 LDR DP $2,903.73 $3,433.69 100% $3,433.69
053-155-006 LDR DP $2,903.73 $3,433.69 100% $3,433.69
053-155-007 LDR DP $2,903.73 $3,433.69 100% $3,433.69
053-155-008 LDR DP $2,903.73 $3,433.69 100% $2,903.73
053-155-009 LDR DP $2,903.73 $3,433.69 100% $3,433.69
053-155-010 LDR DP $2,903.73 $3,433.69 100% $3,433.69
053-155-011 LDR DP $2,903.73 $3,433.69 100% $3,433.69
053-155-012 LDR DP $2,903.73 $3,433.69 100% $3,433.69
053-155-013 LDR DP $2,903.73 $3,433.69 100% $3,433.69
053-155-014 LDR DP $2,903.73 $3,433.69 100% $2,903.73
053-155-015 LDR DP $2,903.73 $3,433.69 100% $3,433.69
053-155-016 LDR DP $2,903.73 $3,433.69 100% $3,433.69
053-155-017 LDR DP $2,903.73 $3,433.69 100% $3,433.69
053-155-018 LDR DP $2,903.73 $3,433.69 100% $3,433.69
053-155-019 LDR DP $2,903.73 $3,433.69 100% $3,433.69
053-155-020 LDR DP $2,903.73 $3,433.69 100% $3,433.69
053-155-021 LDR DP $2,903.73 $3,433.69 100% $3,433.69
053-155-022 LDR DP $2,903.73 $3,433.69 100% $2,903.73
053-155-023 LDR DP $2,903.73 $3,433.69 100% $3,433.69
053-155-024 LDR DP $2,903.73 $3,433.69 100% $3,433.69
053-155-025 LDR DP $2,903.73 $3,433.69 100% $3,433.69
053-155-026 LDR DP $2,903.73 $3,433.69 100% $2,903.73
053-155-027 LDR DP $2,903.73 $3,433.69 100% $3,433.69
053-155-028 LDR DP $2,903.73 $3,433.69 100% $3,433.69
053-155-029 LDR DP $2,903.73 $3,433.69 100% $3,433.69
053-155-030 LDR DP $2,903.73 $3,433.69 100% $3,433.69
053-155-031 LDR DP $2,903.73 $3,433.69 100% $3,433.69
053-155-032 LDR DP $2,903.73 $3,433.69 100% $3,433.69
053-155-033 LDR DP $2,903.73 $3,433.69 100% $3,433.69
053-155-034 LDR DP $2,903.73 $3,433.69 100% $2,903.73
053-155-035 LDR DP $2,903.73 $3,433.69 100% $2,903.73
053-155-036 LDR DP $2,903.73 $3,433.69 100% $3,433.69
053-155-037 LDR DP $2,903.73 $3,433.69 100% $3,433.69
053-155-038 LDR DP $2,903.73 $3,433.69 100% $3,433.69
053-155-039 LDR DP $2,903.73 $3,433.69 100% $3,433.69
053-155-040 LDR DP $2,903.73 $3,433.69 100% $2,903.73
053-155-041 LDR DP $2,903.73 $3,433.69 100% $3,433.69
053-155-042 LDR DP $2,903.73 $3,433.69 100% $3,433.69
053-155-043 LDR DP $2,903.73 $3,433.69 100% $2,903.73
053-155-044 LDR DP $2,903.73 $3,433.69 100% $3,433.69
053-155-045 LDR DP $2,903.73 $3,433.69 100% $3,433.69
053-155-046 LDR DP $2,903.73 $3,433.69 100% $3,433.69
Prepared by EPS 7/17/2023 Z:\Shared\Projects\Oakland\211000s\211048_San Luis Ranch CFD Administration\2023 Admin\Models\211048 Parcel Master for FY 2023- Page 54 of 523 24 Appendix A Page 4 of 13
Assessor's Minimum Maximum Proposed
Parcel Tax Tax Annual Annual Tax Special Tax
Number Category Status Special Tax Special Tax Allocation Levy Proposed Special Tax Levy for FY 2023-24
053-155-047 LDR DP $2,903.73 $3,433.69 100% $3,433.69
053-155-048 LDR DP $2,903.73 $3,433.69 100% $3,433.69
053-155-049 LDR DP $2,903.73 $3,433.69 100% $3,433.69
053-155-050 LDR DP $2,903.73 $3,433.69 100% $2,903.73
053-155-051 LDR DP $2,903.73 $3,433.69 100% $2,903.73
053-155-052 LDR AW $0.00 $0.00 0% $0.00
053-155-053 LDR DP $2,903.73 $3,433.69 100% $3,433.69
053-155-054 LDR DP $2,903.73 $3,433.69 100% $3,433.69
053-155-055 LDR DP $2,903.73 $3,433.69 100% $3,433.69
053-155-056 LDR DP $2,903.73 $3,433.69 100% $3,433.69
053-155-057 LDR DP $2,903.73 $3,433.69 100% $3,433.69
053-155-058 LDR DP $2,903.73 $3,433.69 100% $3,433.69
053-155-059 LDR DP $2,903.73 $3,433.69 100% $2,903.73
053-155-060 LDR DP $2,903.73 $3,433.69 100% $3,433.69
053-155-061 LDR DP $2,903.73 $3,433.69 100% $3,433.69
053-155-062 LDR DP $2,903.73 $3,433.69 100% $3,433.69
053-155-063 LDR DP $2,903.73 $3,433.69 100% $2,903.73
053-155-064 LDR DP $2,903.73 $3,433.69 100% $3,433.69
053-155-065 LDR FM $2,903.73 $3,433.69 100% $2,903.73
053-155-066 LDR DP $2,903.73 $3,433.69 100% $3,433.69
053-155-067 LDR DP $2,903.73 $3,433.69 100% $3,433.69
053-155-068 LDR DP $2,903.73 $3,433.69 100% $3,433.69
053-155-069 LDR DP $2,903.73 $3,433.69 100% $3,433.69
053-155-070 LDR DP $2,903.73 $3,433.69 100% $2,903.73
053-155-071 LDR FM $2,903.73 $3,433.69 100% $2,903.73
053-155-072 LDR FM $2,903.73 $3,433.69 100% $2,903.73
053-155-073 LDR FM $2,903.73 $3,433.69 100% $2,903.73
053-155-074 LDR FM $2,903.73 $3,433.69 100% $2,903.73
053-155-075 LDR FM $2,903.73 $3,433.69 100% $2,903.73
053-155-076 Exempt Exempt $0.00 $0.00 0% $0.00
053-155-077 Exempt Exempt $0.00 $0.00 0% $0.00
053-155-078 Exempt Exempt $0.00 $0.00 0% $0.00
053-155-079 Exempt Exempt $0.00 $0.00 0% $0.00
053-155-080 Exempt Exempt $0.00 $0.00 0% $0.00
053-155-081 Exempt Exempt $0.00 $0.00 0% $0.00
053-156-001 Exempt Exempt $0.00 $0.00 0% $0.00
053-156-002 Exempt Exempt $0.00 $0.00 0% $0.00
053-156-003 LDR DP $2,903.73 $3,433.69 100% $3,433.69
053-156-004 LDR DP $2,903.73 $3,433.69 100% $3,433.69
053-156-005 LDR AW $2,903.73 $3,433.69 0% $0.00
053-156-006 LDR DP $2,903.73 $3,433.69 100% $3,433.69
053-156-007 LDR DP $2,903.73 $3,433.69 100% $3,433.69
053-156-008 LDR DP $2,903.73 $3,433.69 100% $3,433.69
053-156-009 LDR AW $2,903.73 $3,433.69 0% $0.00
053-156-010 LDR DP $2,903.73 $3,433.69 100% $2,903.73
053-156-011 LDR DP $2,903.73 $3,433.69 100% $3,433.69
053-156-012 LDR DP $2,903.73 $3,433.69 100% $3,433.69
Prepared by EPS 7/17/2023 Z:\Shared\Projects\Oakland\211000s\211048_San Luis Ranch CFD Administration\2023 Admin\Models\211048 Parcel Master for FY 2023- Page 55 of 523 24 Appendix A Page 5 of 13
Assessor's Minimum Maximum Proposed
Parcel Tax Tax Annual Annual Tax Special Tax
Number Category Status Special Tax Special Tax Allocation Levy Proposed Special Tax Levy for FY 2023-24
053-156-013 LDR DP $2,903.73 $3,433.69 100% $3,433.69
053-156-014 LDR DP $2,903.73 $3,433.69 100% $3,433.69
053-156-015 LDR DP $2,903.73 $3,433.69 100% $2,903.73
053-156-016 LDR DP $2,903.73 $3,433.69 100% $3,433.69
053-156-017 LDR DP $2,903.73 $3,433.69 100% $3,433.69
053-156-018 LDR DP $2,903.73 $3,433.69 100% $2,903.73
053-156-019 LDR DP $2,903.73 $3,433.69 100% $3,433.69
053-156-020 LDR DP $2,903.73 $3,433.69 100% $3,433.69
053-156-021 LDR DP $2,903.73 $3,433.69 100% $3,433.69
053-156-022 LDR DP $2,903.73 $3,433.69 100% $2,903.73
053-156-023 LDR DP $2,903.73 $3,433.69 100% $2,903.73
053-156-024 LDR DP $2,903.73 $3,433.69 100% $2,903.73
053-156-025 LDR DP $2,903.73 $3,433.69 100% $3,433.69
053-156-026 LDR DP $2,903.73 $3,433.69 100% $2,903.73
053-156-027 LDR DP $2,903.73 $3,433.69 100% $2,903.73
053-156-028 LDR DP $2,903.73 $3,433.69 100% $3,433.69
053-156-029 LDR DP $2,903.73 $3,433.69 100% $3,433.69
053-156-030 LDR DP $2,903.73 $3,433.69 100% $3,433.69
053-156-031 LDR DP $2,903.73 $3,433.69 100% $2,903.73
053-156-032 LDR DP $2,903.73 $3,433.69 100% $3,433.69
053-156-033 LDR DP $2,903.73 $3,433.69 100% $3,433.69
053-156-034 LDR DP $2,903.73 $3,433.69 100% $2,903.73
053-156-035 LDR DP $2,903.73 $3,433.69 100% $3,433.69
053-156-036 LDR DP $2,903.73 $3,433.69 100% $3,433.69
053-156-037 LDR DP $2,903.73 $3,433.69 100% $3,433.69
053-156-038 LDR DP $2,903.73 $3,433.69 100% $3,433.69
053-156-039 LDR DP $2,903.73 $3,433.69 100% $3,433.69
053-156-040 LDR DP $2,903.73 $3,433.69 100% $3,433.69
053-156-041 LDR DP $2,903.73 $3,433.69 100% $3,433.69
053-156-042 LDR DP $2,903.73 $3,433.69 100% $2,903.73
053-156-043 LDR DP $2,903.73 $3,433.69 100% $3,433.69
053-156-044 LDR FM $2,903.73 $3,433.69 100% $2,903.73
053-156-045 LDR FM $2,903.73 $3,433.69 100% $2,903.73
053-156-046 LDR FM $2,903.73 $3,433.69 100% $2,903.73
053-156-047 LDR FM $2,903.73 $3,433.69 100% $2,903.73
053-156-048 LDR FM $2,903.73 $3,433.69 100% $2,903.73
053-156-049 LDR FM $2,903.73 $3,433.69 100% $2,903.73
053-156-050 Exempt Exempt $0.00 $0.00 0% $0.00
053-156-051 Exempt Exempt $0.00 $0.00 0% $0.00
053-156-052 MDR DP $2,373.77 $2,903.73 100% $2,903.73
053-156-053 MDR DP $2,373.77 $2,903.73 100% $2,373.77
053-156-054 MDR DP $2,373.77 $2,903.73 100% $2,373.77
053-156-055 MDR DP $2,373.77 $2,903.73 100% $2,903.73
053-156-056 MDR DP $2,373.77 $2,903.73 100% $2,903.73
053-156-057 MDR DP $2,373.77 $2,903.73 100% $2,903.73
053-156-058 MDR DP $2,373.77 $2,903.73 100% $2,903.73
053-156-059 MDR DP $2,373.77 $2,903.73 100% $2,373.77
Prepared by EPS 7/17/2023 Z:\Shared\Projects\Oakland\211000s\211048_San Luis Ranch CFD Administration\2023 Admin\Models\211048 Parcel Master for FY 2023- Page 56 of 523 24 Appendix A Page 6 of 13
Assessor's Minimum Maximum Proposed
Parcel Tax Tax Annual Annual Tax Special Tax
Number Category Status Special Tax Special Tax Allocation Levy Proposed Special Tax Levy for FY 2023-24
053-156-060 MDR DP $2,373.77 $2,903.73 100% $2,373.77
053-156-061 MDR DP $2,373.77 $2,903.73 100% $2,903.73
053-156-062 MDR DP $2,373.77 $2,903.73 100% $2,373.77
053-156-063 MDR DP $2,373.77 $2,903.73 100% $2,903.73
053-156-064 MDR DP $2,373.77 $2,903.73 100% $2,373.77
053-156-065 MDR DP $2,373.77 $2,903.73 100% $2,373.77
053-156-066 MDR DP $2,373.77 $2,903.73 100% $2,903.73
053-156-067 MDR DP $2,373.77 $2,903.73 100% $2,373.77
053-156-068 MDR DP $2,373.77 $2,903.73 100% $2,903.73
053-156-069 MDR DP $2,373.77 $2,903.73 100% $2,373.77
053-156-070 MDR AW $2,373.77 $2,903.73 0% $0.00
053-156-071 MDR DP $2,373.77 $2,903.73 100% $2,903.73
053-156-072 MDR DP $2,373.77 $2,903.73 100% $2,373.77
053-156-073 MDR DP $2,373.77 $2,903.73 100% $2,373.77
053-156-074 MDR DP $2,373.77 $2,903.73 100% $2,373.77
053-156-075 MDR DP $2,373.77 $2,903.73 100% $2,903.73
053-156-076 MDR AW $0.00 $0.00 0% $0.00
053-156-077 MDR DP $2,373.77 $2,903.73 100% $2,373.77
053-156-078 MDR DP $2,373.77 $2,903.73 100% $2,373.77
053-156-079 MDR DP $2,373.77 $2,903.73 100% $2,903.73
053-156-080 MDR AW $0.00 $0.00 0% $0.00
053-156-081 Exempt Exempt $0.00 $0.00 0% $0.00
053-157-001 MDR DP $2,373.77 $2,903.73 100% $2,373.77
053-157-002 MDR DP $2,373.77 $2,903.73 100% $2,373.77
053-157-003 MDR DP $2,373.77 $2,903.73 100% $2,903.73
053-157-004 MDR DP $2,373.77 $2,903.73 100% $2,373.77
053-157-005 MDR DP $2,373.77 $2,903.73 100% $2,903.73
053-157-006 MDR DP $2,373.77 $2,903.73 100% $2,373.77
053-157-007 MDR DP $2,373.77 $2,903.73 100% $2,373.77
053-157-008 MDR DP $2,373.77 $2,903.73 100% $2,373.77
053-157-009 MDR DP $2,373.77 $2,903.73 100% $2,373.77
053-157-010 MDR DP $2,373.77 $2,903.73 100% $2,903.73
053-157-011 MDR DP $2,373.77 $2,903.73 100% $2,373.77
053-157-012 MDR DP $2,373.77 $2,903.73 100% $2,903.73
053-157-013 MDR DP $2,373.77 $2,903.73 100% $2,903.73
053-157-014 MDR FM $2,373.77 $2,903.73 100% $2,373.77
053-157-015 MDR DP $2,373.77 $2,903.73 100% $2,373.77
053-157-016 MDR DP $2,373.77 $2,903.73 100% $2,903.73
053-157-017 MDR DP $2,373.77 $2,903.73 100% $2,373.77
053-157-018 MDR DP $2,373.77 $2,903.73 100% $2,903.73
053-157-019 MDR AW $0.00 $0.00 0% $0.00
053-157-020 MDR DP $2,373.77 $2,903.73 100% $2,903.73
053-157-021 MDR DP $2,373.77 $2,903.73 100% $2,373.77
053-157-022 MDR DP $2,373.77 $2,903.73 100% $2,373.77
053-157-023 MDR DP $2,373.77 $2,903.73 100% $2,903.73
053-157-024 MDR DP $2,373.77 $2,903.73 100% $2,903.73
053-157-025 MDR DP $2,373.77 $2,903.73 100% $2,373.77
Prepared by EPS 7/17/2023 Z:\Shared\Projects\Oakland\211000s\211048_San Luis Ranch CFD Administration\2023 Admin\Models\211048 Parcel Master for FY 2023- Page 57 of 523 24 Appendix A Page 7 of 13
Assessor's Minimum Maximum Proposed
Parcel Tax Tax Annual Annual Tax Special Tax
Number Category Status Special Tax Special Tax Allocation Levy Proposed Special Tax Levy for FY 2023-24
053-157-026 MDR DP $2,373.77 $2,903.73 100% $2,373.77
053-157-027 MDR DP $2,373.77 $2,903.73 100% $2,903.73
053-157-028 MDR DP $2,373.77 $2,903.73 100% $2,373.77
053-157-029 MDR DP $2,373.77 $2,903.73 100% $2,373.77
053-157-030 MDR DP $2,373.77 $2,903.73 100% $2,903.73
053-157-031 MDR DP $2,373.77 $2,903.73 100% $2,373.77
053-157-032 MDR DP $2,373.77 $2,903.73 100% $2,373.77
053-157-033 MDR DP $2,373.77 $2,903.73 100% $2,903.73
053-157-034 MDR DP $2,373.77 $2,903.73 100% $2,903.73
053-157-035 MDR AW $2,373.77 $2,903.73 0% $0.00
053-157-036 MDR DP $2,373.77 $2,903.73 100% $2,373.77
053-157-037 MDR DP $2,373.77 $2,903.73 100% $2,903.73
053-157-038 MDR DP $2,373.77 $2,903.73 100% $2,373.77
053-157-039 MDR DP $2,373.77 $2,903.73 100% $2,373.77
053-157-040 MDR DP $2,373.77 $2,903.73 100% $2,903.73
053-157-041 MDR DP $2,373.77 $2,903.73 100% $2,373.77
053-157-042 MDR DP $2,373.77 $2,903.73 100% $2,373.77
053-157-043 MDR DP $2,373.77 $2,903.73 100% $2,373.77
053-157-044 MDR DP $2,373.77 $2,903.73 100% $2,903.73
053-157-045 MDR AW $2,373.77 $2,903.73 0% $0.00
053-157-046 MDR DP $2,373.77 $2,903.73 100% $2,903.73
053-157-047 MDR DP $2,373.77 $2,903.73 100% $2,373.77
053-157-048 MDR DP $2,373.77 $2,903.73 100% $2,373.77
053-157-049 MDR DP $2,373.77 $2,903.73 100% $2,373.77
053-157-050 MDR DP $2,373.77 $2,903.73 100% $2,373.77
053-157-051 MDR DP $2,373.77 $2,903.73 100% $2,903.73
053-157-052 MDR DP $2,373.77 $2,903.73 100% $2,373.77
053-157-053 MDR DP $2,373.77 $2,903.73 100% $2,373.77
053-157-054 MDR DP $2,373.77 $2,903.73 100% $2,903.73
053-601-005 TH DP $2,067.45 $2,067.45 100% $0.00
053-601-008 0 UP $0.00 $0.00 0% $0.00
053-601-009 0 UP $0.00 $0.00 0% $0.00
053-601-010 0 UP $0.00 $0.00 0% $0.00
053-601-011 0 UP $0.00 $0.00 0% $0.00
053-601-014 CON DP $1,766.53 $1,766.53 100% $81,260.35
053-602-026 Exempt UP $0.00 $0.00 0% $0.00
053-602-028 0 UP $0.00 $0.00 0% $0.00
053-602-030 0 UP $0.00 $0.00 0% $0.00
053-602-031 CON DP $1,766.53 $1,766.53 100% $1,766.53
053-602-032 CON DP $1,766.53 $1,766.53 100% $1,766.53
053-602-033 CON DP $1,766.53 $1,766.53 100% $1,766.53
053-602-034 CON DP $1,766.53 $1,766.53 100% $1,766.53
053-602-035 CON DP $1,766.53 $1,766.53 100% $1,766.53
053-602-036 CON DP $1,766.53 $1,766.53 100% $1,766.53
053-602-037 CON DP $1,766.53 $1,766.53 100% $1,766.53
053-602-038 CON DP $1,766.53 $1,766.53 100% $1,766.53
053-602-039 CON DP $1,766.53 $1,766.53 100% $1,766.53
Prepared by EPS 7/17/2023 Z:\Shared\Projects\Oakland\211000s\211048_San Luis Ranch CFD Administration\2023 Admin\Models\211048 Parcel Master for FY 2023- Page 58 of 523 24 Appendix A Page 8 of 13
Assessor's Minimum Maximum Proposed
Parcel Tax Tax Annual Annual Tax Special Tax
Number Category Status Special Tax Special Tax Allocation Levy Proposed Special Tax Levy for FY 2023-24
053-602-040 CON DP $1,766.53 $1,766.53 100% $1,766.53
053-602-041 CON DP $1,766.53 $1,766.53 100% $1,766.53
053-602-042 CON DP $1,766.53 $1,766.53 100% $1,766.53
053-602-043 CON DP $1,766.53 $1,766.53 100% $1,766.53
053-602-044 CON DP $1,766.53 $1,766.53 100% $1,766.53
053-602-045 CON DP $1,766.53 $1,766.53 100% $1,766.53
053-602-046 CON DP $1,766.53 $1,766.53 100% $1,766.53
053-602-047 CON DP $1,766.53 $1,766.53 100% $1,766.53
053-602-048 CON DP $1,766.53 $1,766.53 100% $1,766.53
053-602-049 CON DP $1,766.53 $1,766.53 100% $1,766.53
053-602-050 CON DP $1,766.53 $1,766.53 100% $1,766.53
053-602-051 CON DP $1,766.53 $1,766.53 100% $1,766.53
053-602-052 CON DP $1,766.53 $1,766.53 100% $1,766.53
053-602-053 CON DP $1,766.53 $1,766.53 100% $1,766.53
053-602-054 CON DP $1,766.53 $1,766.53 100% $1,766.53
053-602-055 CON Exempt $0.00 $0.00 0% $0.00
053-602-056 CON DP $1,766.53 $1,766.53 100% $1,766.53
053-602-057 CON DP $1,766.53 $1,766.53 100% $1,766.53
053-602-058 CON DP $1,766.53 $1,766.53 100% $1,766.53
053-602-059 CON DP $1,766.53 $1,766.53 100% $1,766.53
053-602-060 CON DP $1,766.53 $1,766.53 100% $1,766.53
053-602-061 CON DP $1,766.53 $1,766.53 100% $1,766.53
053-602-062 CON DP $1,766.53 $1,766.53 100% $1,766.53
053-602-063 CON DP $1,766.53 $1,766.53 100% $1,766.53
053-602-064 CON DP $1,766.53 $1,766.53 100% $1,766.53
053-602-065 CON DP $1,766.53 $1,766.53 100% $1,766.53
053-602-066 CON DP $1,766.53 $1,766.53 100% $1,766.53
053-602-067 CON DP $1,766.53 $1,766.53 100% $1,766.53
053-602-068 CON Exempt $0.00 $0.00 0% $0.00
053-602-069 CON FM $1,766.53 $1,766.53 100% $1,766.53
053-602-070 CON FM $1,766.53 $1,766.53 100% $1,766.53
053-602-071 CON FM $1,766.53 $1,766.53 100% $1,766.53
053-602-072 CON FM $1,766.53 $1,766.53 100% $1,766.53
053-602-073 CON FM $1,766.53 $1,766.53 100% $1,766.53
053-602-074 CON FM $1,766.53 $1,766.53 100% $1,766.53
053-602-075 CON FM $1,766.53 $1,766.53 100% $1,766.53
053-602-076 CON FM $1,766.53 $1,766.53 100% $1,766.53
053-602-077 CON FM $1,766.53 $1,766.53 100% $1,766.53
053-602-078 CON FM $1,766.53 $1,766.53 100% $1,766.53
053-602-079 CON FM $1,766.53 $1,766.53 100% $1,766.53
053-602-080 CON FM $1,766.53 $1,766.53 100% $1,766.53
053-603-003 Exempt 0 $0.00 $0.00 0% $0.00
053-603-004 TH DP $2,108.79 $2,108.79 100% $2,108.79
053-603-005 TH DP $2,108.79 $2,108.79 100% $2,108.79
053-603-006 TH DP $2,108.79 $2,108.79 100% $2,108.79
053-603-007 TH DP $2,108.79 $2,108.79 100% $2,108.79
053-603-008 TH DP $2,108.79 $2,108.79 100% $2,108.79
Prepared by EPS 7/17/2023 Z:\Shared\Projects\Oakland\211000s\211048_San Luis Ranch CFD Administration\2023 Admin\Models\211048 Parcel Master for FY 2023- Page 59 of 523 24 Appendix A Page 9 of 13
Assessor's Minimum Maximum Proposed
Parcel Tax Tax Annual Annual Tax Special Tax
Number Category Status Special Tax Special Tax Allocation Levy Proposed Special Tax Levy for FY 2023-24
053-603-009 TH DP $2,108.79 $2,108.79 100% $2,108.79
053-603-010 TH DP $2,108.79 $2,108.79 100% $2,108.79
053-603-011 TH AW $0.00 $0.00 0% $0.00
053-603-012 TH DP $2,108.79 $2,108.79 100% $2,108.79
053-603-013 TH DP $2,108.79 $2,108.79 100% $2,108.79
053-603-014 TH DP $2,108.79 $2,108.79 100% $2,108.79
053-603-015 TH DP $2,108.79 $2,108.79 100% $2,108.79
053-603-018 TH UP $2,108.79 $2,108.79 0% $0.00
053-603-020 Exempt Exempt $0.00 $0.00 0% $0.00
053-603-021 TH DP $2,108.79 $2,108.79 100% $2,108.79
053-603-022 TH DP $2,108.79 $2,108.79 100% $2,108.79
053-603-023 TH DP $2,108.79 $2,108.79 100% $2,108.79
053-603-024 TH DP $2,108.79 $2,108.79 100% $2,108.79
053-603-025 TH DP $2,108.79 $2,108.79 100% $2,108.79
053-603-026 TH DP $2,108.79 $2,108.79 100% $2,108.79
053-603-027 TH DP $2,108.79 $2,108.79 100% $2,108.79
053-603-028 TH DP $2,108.79 $2,108.79 100% $2,108.79
053-603-029 TH DP $2,108.79 $2,108.79 100% $2,108.79
053-603-030 TH DP $2,108.79 $2,108.79 100% $2,108.79
053-603-031 TH DP $2,108.79 $2,108.79 100% $2,108.79
053-603-032 TH DP $2,108.79 $2,108.79 100% $2,108.79
053-603-033 TH Exempt $0.00 $0.00 0% $0.00
053-603-034 TH DP $2,108.79 $2,108.79 100% $2,108.79
053-603-035 TH DP $2,108.79 $2,108.79 100% $2,108.79
053-603-036 TH DP $2,108.79 $2,108.79 100% $2,108.79
053-603-037 TH DP $2,108.79 $2,108.79 100% $2,108.79
053-603-038 TH DP $2,108.79 $2,108.79 100% $2,108.79
053-603-039 TH DP $2,108.79 $2,108.79 100% $2,108.79
053-603-040 TH DP $2,108.79 $2,108.79 100% $2,108.79
053-603-041 TH DP $2,108.79 $2,108.79 100% $2,108.79
053-603-042 TH DP $2,108.79 $2,108.79 100% $2,108.79
053-603-043 TH DP $2,108.79 $2,108.79 100% $2,108.79
053-603-044 TH DP $2,108.79 $2,108.79 100% $2,108.79
053-603-045 TH DP $2,108.79 $2,108.79 100% $2,108.79
053-603-046 Exempt Exempt $0.00 $0.00 0% $0.00
053-603-047 TH DP $2,108.79 $2,108.79 100% $2,108.79
053-603-048 TH DP $2,108.79 $2,108.79 100% $2,108.79
053-603-049 TH DP $2,108.79 $2,108.79 100% $2,108.79
053-603-050 TH AW $0.00 $0.00 0% $0.00
053-603-051 TH DP $2,108.79 $2,108.79 100% $2,108.79
053-603-052 TH DP $2,108.79 $2,108.79 100% $2,108.79
053-603-053 TH DP $2,108.79 $2,108.79 100% $2,108.79
053-603-054 TH DP $2,108.79 $2,108.79 100% $2,108.79
053-603-055 TH DP $2,108.79 $2,108.79 100% $2,108.79
053-603-056 TH DP $2,108.79 $2,108.79 100% $2,108.79
053-603-057 TH DP $2,108.79 $2,108.79 100% $2,108.79
053-603-058 TH DP $2,108.79 $2,108.79 100% $2,108.79
Prepared by EPS 7/17/2023 Z:\Shared\Projects\Oakland\211000s\211048_San Luis Ranch CFD Administration\2023 Admin\Models\211048 Parcel Master for FY 2023- Page 60 of 523 24 Appendix A Page 10 of 13
Assessor's Minimum Maximum Proposed
Parcel Tax Tax Annual Annual Tax Special Tax
Number Category Status Special Tax Special Tax Allocation Levy Proposed Special Tax Levy for FY 2023-24
053-603-059 TH DP $2,108.79 $2,108.79 100% $2,108.79
053-603-060 TH DP $2,108.79 $2,108.79 100% $2,108.79
053-603-061 TH DP $2,108.79 $2,108.79 100% $2,108.79
053-603-062 TH DP $2,108.79 $2,108.79 100% $2,108.79
053-603-063 TH DP $2,108.79 $2,108.79 100% $2,108.79
053-603-064 TH DP $2,108.79 $2,108.79 100% $2,108.79
053-603-065 TH Exempt $0.00 $0.00 0% $0.00
053-603-066 TH DP $2,108.79 $2,108.79 100% $2,108.79
053-603-067 TH DP $2,108.79 $2,108.79 100% $2,108.79
053-603-068 TH DP $2,108.79 $2,108.79 100% $2,108.79
053-603-069 TH DP $2,108.79 $2,108.79 100% $2,108.79
053-603-070 TH DP $2,108.79 $2,108.79 100% $2,108.79
053-603-071 TH DP $2,108.79 $2,108.79 100% $2,108.79
053-603-072 TH DP $2,108.79 $2,108.79 100% $2,108.79
053-603-073 TH DP $2,108.79 $2,108.79 100% $2,108.79
053-603-074 TH DP $2,108.79 $2,108.79 100% $2,108.79
053-603-075 TH DP $2,108.79 $2,108.79 100% $2,108.79
053-603-076 TH DP $2,108.79 $2,108.79 100% $2,108.79
053-603-077 TH DP $2,108.79 $2,108.79 100% $2,108.79
053-603-078 TH DP $2,108.79 $2,108.79 100% $2,108.79
053-603-079 TH DP $2,108.79 $2,108.79 100% $2,108.79
053-603-080 TH DP $2,108.79 $2,108.79 100% $2,108.79
053-603-081 TH DP $2,108.79 $2,108.79 100% $2,108.79
053-603-082 TH DP $2,108.79 $2,108.79 100% $2,108.79
053-603-083 TH DP $2,108.79 $2,108.79 100% $2,108.79
053-603-084 TH Exempt $0.00 $0.00 0% $0.00
053-604-001 EFF Exempt $0.00 $0.00 0% $0.00
053-604-002 EFF FM $1,323.79 $1,323.79 100% $1,323.79
053-604-003 EFF FM $1,323.79 $1,323.79 100% $1,323.79
053-604-004 EFF FM $1,323.79 $1,323.79 100% $1,323.79
053-604-005 EFF FM $1,323.79 $1,323.79 100% $1,323.79
053-604-006 EFF FM $1,323.79 $1,323.79 100% $1,323.79
053-604-007 EFF FM $1,323.79 $1,323.79 100% $1,323.79
053-604-008 EFF FM $1,323.79 $1,323.79 100% $1,323.79
053-604-009 EFF FM $1,323.79 $1,323.79 100% $1,323.79
053-604-010 EFF FM $1,323.79 $1,323.79 100% $1,323.79
053-604-011 EFF AW $0.00 $0.00 0% $0.00
053-604-012 EFF FM $1,323.79 $1,323.79 100% $1,323.79
053-604-013 EFF FM $1,323.79 $1,323.79 100% $1,323.79
053-604-014 EFF FM $1,323.79 $1,323.79 100% $1,323.79
053-604-015 EFF FM $1,323.79 $1,323.79 100% $1,323.79
053-604-016 EFF FM $1,323.79 $1,323.79 100% $1,323.79
053-604-017 EFF FM $1,323.79 $1,323.79 100% $1,323.79
053-604-018 EFF FM $1,323.79 $1,323.79 100% $1,323.79
053-604-019 EFF FM $1,323.79 $1,323.79 100% $1,323.79
053-604-020 EFF FM $1,323.79 $1,323.79 100% $1,323.79
053-604-021 EFF FM $1,323.79 $1,323.79 100% $1,323.79
Prepared by EPS 7/17/2023 Z:\Shared\Projects\Oakland\211000s\211048_San Luis Ranch CFD Administration\2023 Admin\Models\211048 Parcel Master for FY 2023- Page 61 of 523 24 Appendix A Page 11 of 13
Assessor's Minimum Maximum Proposed
Parcel Tax Tax Annual Annual Tax Special Tax
Number Category Status Special Tax Special Tax Allocation Levy Proposed Special Tax Levy for FY 2023-24
053-604-022 EFF Exempt $0.00 $0.00 0% $0.00
053-604-023 EFF FM $1,323.79 $1,323.79 100% $1,323.79
053-604-024 EFF FM $1,323.79 $1,323.79 100% $1,323.79
053-604-025 EFF FM $1,323.79 $1,323.79 100% $1,323.79
053-604-026 EFF FM $1,323.79 $1,323.79 100% $1,323.79
053-604-027 EFF FM $1,323.79 $1,323.79 100% $1,323.79
053-604-028 EFF FM $1,323.79 $1,323.79 100% $1,323.79
053-604-029 EFF FM $1,323.79 $1,323.79 100% $1,323.79
053-604-030 EFF FM $1,323.79 $1,323.79 100% $1,323.79
053-604-031 EFF FM $1,323.79 $1,323.79 100% $1,323.79
053-604-032 EFF AW $0.00 $0.00 0% $0.00
053-604-033 EFF FM $1,323.79 $1,323.79 100% $1,323.79
053-604-034 EFF FM $1,323.79 $1,323.79 100% $1,323.79
053-604-035 EFF FM $1,323.79 $1,323.79 100% $1,323.79
053-604-036 EFF FM $1,323.79 $1,323.79 100% $1,323.79
053-604-037 EFF FM $1,323.79 $1,323.79 100% $1,323.79
053-604-038 EFF FM $1,323.79 $1,323.79 100% $1,323.79
053-604-039 EFF FM $1,323.79 $1,323.79 100% $1,323.79
053-604-040 EFF FM $1,323.79 $1,323.79 100% $1,323.79
053-604-041 EFF FM $1,323.79 $1,323.79 100% $1,323.79
053-604-042 EFF FM $1,323.79 $1,323.79 100% $1,323.79
053-604-043 EFF DP $1,323.79 $1,323.79 100% $1,323.79
053-604-044 EFF DP $1,323.79 $1,323.79 100% $1,323.79
053-604-045 EFF DP $1,323.79 $1,323.79 100% $1,323.79
053-604-046 EFF DP $1,323.79 $1,323.79 100% $1,323.79
053-604-047 EFF DP $1,323.79 $1,323.79 100% $1,323.79
053-604-048 EFF DP $1,323.79 $1,323.79 100% $1,323.79
053-604-049 EFF DP $1,323.79 $1,323.79 100% $1,323.79
053-604-050 EFF DP $1,323.79 $1,323.79 100% $1,323.79
053-604-051 EFF DP $1,323.79 $1,323.79 100% $1,323.79
053-604-052 EFF AW $0.00 $0.00 0% $0.00
053-604-053 EFF DP $1,323.79 $1,323.79 100% $1,323.79
053-604-054 EFF DP $1,323.79 $1,323.79 100% $1,323.79
053-604-055 EFF DP $1,323.79 $1,323.79 100% $1,323.79
053-604-056 EFF DP $1,323.79 $1,323.79 100% $1,323.79
053-604-057 EFF DP $1,323.79 $1,323.79 100% $1,323.79
053-604-058 EFF DP $1,323.79 $1,323.79 100% $1,323.79
053-604-059 EFF DP $1,323.79 $1,323.79 100% $1,323.79
053-604-060 EFF DP $1,323.79 $1,323.79 100% $1,323.79
053-604-061 EFF DP $1,323.79 $1,323.79 100% $1,323.79
053-604-062 EFF DP $1,323.79 $1,323.79 100% $1,323.79
053-604-064 EFF Exempt $0.00 $0.00 0% $0.00
053-604-065 EFF DP $1,323.79 $1,323.79 100% $1,323.79
053-604-066 EFF DP $1,323.79 $1,323.79 100% $1,323.79
053-604-067 EFF DP $1,323.79 $1,323.79 100% $1,323.79
053-604-068 EFF DP $1,323.79 $1,323.79 100% $1,323.79
053-604-069 EFF DP $1,323.79 $1,323.79 100% $1,323.79
Prepared by EPS 7/17/2023 Z:\Shared\Projects\Oakland\211000s\211048_San Luis Ranch CFD Administration\2023 Admin\Models\211048 Parcel Master for FY 2023- Page 62 of 523 24 Appendix A Page 12 of 13
Assessor's Minimum Maximum Proposed
Parcel Tax Tax Annual Annual Tax Special Tax
Number Category Status Special Tax Special Tax Allocation Levy Proposed Special Tax Levy for FY 2023-24
053-604-070 EFF DP $1,323.79 $1,323.79 100% $1,323.79
053-604-071 EFF DP $1,323.79 $1,323.79 100% $1,323.79
053-604-072 EFF DP $1,323.79 $1,323.79 100% $1,323.79
053-604-073 EFF DP $1,323.79 $1,323.79 100% $1,323.79
053-604-074 EFF AW $0.00 $0.00 0% $0.00
053-604-075 EFF DP $1,323.79 $1,323.79 100% $1,323.79
053-604-076 EFF DP $1,323.79 $1,323.79 100% $1,323.79
053-604-077 EFF DP $1,323.79 $1,323.79 100% $1,323.79
053-604-078 EFF DP $1,323.79 $1,323.79 100% $1,323.79
053-604-079 EFF DP $1,323.79 $1,323.79 100% $1,323.79
053-604-080 EFF DP $1,323.79 $1,323.79 100% $1,323.79
053-604-081 EFF DP $1,323.79 $1,323.79 100% $1,323.79
053-604-082 EFF DP $1,323.79 $1,323.79 100% $1,323.79
053-604-083 EFF DP $1,323.79 $1,323.79 100% $1,323.79
053-604-084 EFF DP $1,323.79 $1,323.79 100% $1,323.79
053-605-001 EFF Exempt $0.00 $0.00 0% $0.00
053-605-002 EFF FM $1,323.79 $1,323.79 100% $1,323.79
053-605-003 EFF FM $1,323.79 $1,323.79 100% $1,323.79
053-605-004 EFF FM $1,323.79 $1,323.79 100% $1,323.79
053-605-005 EFF FM $1,323.79 $1,323.79 100% $1,323.79
053-605-006 EFF FM $1,323.79 $1,323.79 100% $1,323.79
053-605-007 EFF FM $1,323.79 $1,323.79 100% $1,323.79
053-605-008 EFF FM $1,323.79 $1,323.79 100% $1,323.79
053-605-009 EFF FM $1,323.79 $1,323.79 100% $1,323.79
053-605-010 EFF FM $1,323.79 $1,323.79 100% $1,323.79
053-605-011 EFF AW $0.00 $0.00 0% $0.00
053-605-012 EFF FM $1,323.79 $1,323.79 100% $1,323.79
053-605-013 EFF FM $1,323.79 $1,323.79 100% $1,323.79
053-605-014 EFF FM $1,323.79 $1,323.79 100% $1,323.79
053-605-015 EFF FM $1,323.79 $1,323.79 100% $1,323.79
053-605-016 EFF FM $1,323.79 $1,323.79 100% $1,323.79
053-605-017 EFF FM $1,323.79 $1,323.79 100% $1,323.79
053-605-018 EFF FM $1,323.79 $1,323.79 100% $1,323.79
053-605-019 EFF FM $1,323.79 $1,323.79 100% $1,323.79
053-605-020 EFF FM $1,323.79 $1,323.79 100% $1,323.79
053-605-021 EFF FM $1,323.79 $1,323.79 100% $1,323.79
053-605-022 EFF DP $1,323.79 $1,323.79 100% $1,323.79
053-605-023 EFF DP $1,323.79 $1,323.79 100% $1,323.79
053-605-024 EFF DP $1,323.79 $1,323.79 100% $1,323.79
053-605-025 EFF DP $1,323.79 $1,323.79 100% $1,323.79
053-605-026 EFF DP $1,323.79 $1,323.79 100% $1,323.79
053-605-027 EFF DP $1,323.79 $1,323.79 100% $1,323.79
053-605-028 EFF DP $1,323.79 $1,323.79 100% $1,323.79
053-605-029 EFF DP $1,323.79 $1,323.79 100% $1,323.79
053-605-030 EFF DP $1,323.79 $1,323.79 100% $1,323.79
053-605-031 EFF AW $0.00 $0.00 0% $0.00
053-605-032 EFF DP $1,323.79 $1,323.79 100% $1,323.79
Prepared by EPS 7/17/2023 Z:\Shared\Projects\Oakland\211000s\211048_San Luis Ranch CFD Administration\2023 Admin\Models\211048 Parcel Master for FY 2023- Page 63 of 523 24 Appendix A Page 13 of 13
Assessor's Minimum Maximum Proposed
Parcel Tax Tax Annual Annual Tax Special Tax
Number Category Status Special Tax Special Tax Allocation Levy Proposed Special Tax Levy for FY 2023-24
053-605-033 EFF DP $1,323.79 $1,323.79 100% $1,323.79
053-605-034 EFF DP $1,323.79 $1,323.79 100% $1,323.79
053-605-035 EFF DP $1,323.79 $1,323.79 100% $1,323.79
053-605-036 EFF DP $1,323.79 $1,323.79 100% $1,323.79
053-605-037 EFF DP $1,323.79 $1,323.79 100% $1,323.79
053-605-038 EFF DP $1,323.79 $1,323.79 100% $1,323.79
053-605-039 EFF DP $1,323.79 $1,323.79 100% $1,323.79
053-605-040 EFF DP $1,323.79 $1,323.79 100% $1,323.79
053-605-041 EFF DP $1,323.79 $1,323.79 100% $1,323.79
053-605-042 TH Exempt $2,108.79 $2,108.79 0% $0.00
053-605-043 TH FM $2,108.79 $2,108.79 100% $2,108.79
053-605-044 TH FM $2,108.79 $2,108.79 100% $2,108.79
053-605-045 TH FM $2,108.79 $2,108.79 100% $2,108.79
053-605-046 TH FM $2,108.79 $2,108.79 100% $2,108.79
053-605-047 TH FM $2,108.79 $2,108.79 100% $2,108.79
053-605-048 TH FM $2,108.79 $2,108.79 100% $2,108.79
053-605-049 TH FM $2,108.79 $2,108.79 100% $2,108.79
053-605-050 TH FM $2,108.79 $2,108.79 100% $2,108.79
Total $1,285,874.33
"2324_levy"
Prepared by EPS 7/17/2023 Z:\Shared\Projects\Oakland\211000s\211048_San Luis Ranch CFD Administration\2023 Admin\Models\211048 Parcel Master for FY 2023- Page 64 of 523 24

City of San Luis Obispo, Council Memorandum
City of San Luis Obispo
Council Agenda Correspondence
DATE: August 14, 2023
TO: Mayor and Council
FROM: Brent Taylor, Financial Analyst
Rebecca Bernstorff, Business Manager
VIA: Derek Johnson, City Manager
SUBJECT: ITEM 5D – ANNUAL SPECIAL TAX LEVY REPORT FOR COMMUNITY FACILITIES DISTRICT NO. 2017-1 (AVILA RANCH)
Staff received notification that the supporting document (Attachment B to the staff report) referenced as Ordinance 1642 (2017 Series) was incorrectly uploaded as Ordinance 1697 (2021 Series). Staff is providing the correct attachment with this Staff Council Agenda Correspondence.

ATTACHMENT
Ordinance No. 1642 (2017 Series) – Establishing a Special Tax for the Avila Ranch Community Facilities District No. 2017-1

ORDINANCE NO. 1642 ( 2017 Series)

AN ORDINANCE OF THE CITY COUNCIL OF THE CITY OF SAN LUIS

OBISPO, CALIFORNIA, AS LEGISLATIVE BODY OF AVILA RANCH
COMMUNITY FACILITIES DISTRICT NO. 2017- 1, LEVYING A

SPECIAL TAX AGAINST NONEXEMPT REAL PROPERTY WITHIN

THE DISTRICT TO FINANCE CERTAIN FACILITIES, SERVICES AND

INCIDENTAL EXPENSES
WHEREAS, the City Council ofthe City of San Luis Obispo has established Avila Ranch Community Facilities District No. 2017- 1 ( the " District") pursuant to the Mello -Roos Community Facilities Act of 1982 ( Section 53311 et. seq. ofthe California Government Code) (the " Act"); and WHEREAS, by Resolution No. 10844 ( 2017 Series), the City Council of the City of San Luis Obispo, in its capacity as legislative body of the District, submitted the levy of a special tax Special Tax") to the qualified electors ofthe District at a special election called for October 26, 2017 (the " Special Election"); and
WHEREAS, by its Resolution No. 10846 ( 2017 Series), the City Council of the City of San Luis Obispo, in its capacity as legislative body of the District, certified that more than twothirds of the votes cast at the Special Election were in favor of levying the Special Tax.

NOW THEREFORE, THE CITY COUNCIL OF THE CITY OF SAN LUIS

OBISPO, IN ITS CAPACITY AS LEGISLATIVE BODY OF AVILA RANCH COMMUNITY FACILITIES DISTRICT NO. 2017- 1, ORDAINS AS FOLLOWS:

SECTION 1. The recitals stated above are true and correct.

SECTION 2. The Special Tax is levied pursuant to Section 53340 of the Act against all non- exempt parcels of real property within the District at the Rate and Method of Apportionment set forth in Exhibit A, which is incorporated by reference.

SECTION 3. Except where funds are otherwise available, the Services Component of the Special Tax shall be levied annually, for an indefinite period, with no expiration or sunset, for the purpose of funding the facilities, services, and incidental expenses described in Exhibit B, which is incorporated by reference ( the " Authorized Services and Facilities"). Such annual levies shall be ordered by resolution of the City Council at the same rate or a lower rate than the rate provided by this Ordinance. Notwithstanding the foregoing, no Special Tax to pay for public facilities will be levied against any parcel after Fiscal Year 2035- 2036. For the purposes of this Section, " public facilities" does not include services described in Section 53313 of the Act.

SECTION 4. The Special Tax is secured by a continuing lien, imposed pursuant to Sections 3114. 5 and 3115. 5 of the California Streets and Highways Code. This lien is a continuing lien against all nonexempt real property in the District, and shall secure each levy of the Special Tax.
01642

Ordinance No. 1642 ( 2017 Series) Page 2
SECTION 5. The Special Tax shall be collected in the same manner as ordinary ad valorem property taxes are collected and shall be subject to the same penalties and the same procedure, sale, and lien priority in case of delinquency as is provided for ad valorem taxes.

SECTION 6. Proceeds ofthe Special Tax will be deposited in a special account and used only for the purpose of financing Authorized Expenses.

SECTION 7. An annual report will be filed by the Finance Officer of the City at least once a year containing a description of the amount of funds and the status of any project that is an Authorized Expense.

SECTION 8. The City does not, solely by virtue of this Ordinance, or solely by virtue of the levy or collection of the Special Tax, assume any obligation to provide any particular service or to purchase, construct, expand, improve, or rehabilitate any property of any particular kind.

SECTION 9. The City' s Department of Finance, which is located which is located at 990 Palm Street, San Luis Obispo, CA and whose telephone number is ( 805) 781- 7124 ( the " Finance Department"), will be responsible for preparing the annual roll of Special Tax obligations with respect to the District and for estimating future tax levies pursuant to Section 53340. 2 of the Act.

SECTION 10. The City Council has not specified conditions under which the obligation to pay the Special Tax against a particular parcel ofland may be prepaid and permanently satisfied.

SECTION 11. If any section, subsection, sentence, clause, phrase or portion of this Ordinance is for any reason held to be invalid or unconstitutional by any court of competent jurisdiction, such decision shall not affect the validity ofthe remainder ofthe Ordinance. The City Council hereby declares that it would have adopted this Ordinance, and each section, subsection, sentence, clause, phrase or portion hereof, irrespective of that fact that any one or more sections, subsections, sentences, clauses, phrases or portions be declared invalid or unconstitutional. 01642

Ordinance No. 1642 ( 2017 Series) Page 3
SECTION 12. The City Clerk shall certify to the adoption of this Ordinance and shall cause this ordinance, or a summary thereof, to be published as required by law.

INTRODUCED on the 7th day of November, 2017, AND FINALLY ADOPTED by the Council of the City of San Luis Obispo on the 21St
day of November, 2017, on the following vote:

AYES: Council Members Christianson, Gomez and Pease,
Vice Mayor Rivoire and Mayor Harmon
NOES: None
ABSENT: None
ayoHeidi Har ioiz
ATTEST:

Carrie Gallagher
City Clerk
APPROVED AS TO FORM:

IN WITNESS WHEREOF, I have hereunto set my hand and affixed the official seal of the City of San Luis Obispo, California, this a 0-6 day of 1
49&
Carrie Gallagher
City Clerk
01642

Ordinance No 1642 ( 2017 Series)

EXHIBIT A

EXHIBIT A
City of San Luis Obispo
Avila Ranch Community Facilities District No. 2107- 1 ( Services) San Luis Obispo County, California

AMENDED RATE, METHOD OF APPORTIONMENT, AND

MANNER OF COLLECTION OF SPECIAL TAX

1. Basis of Special Tax Levy
A Special Tax authorized under the Mello - Roos Community Facilities Act of 1982 ( Act) applicable to the land in the Avila Ranch Community Facilities District No. 2017- 1 ( Services) ( CFD) of the City of San Luis Obispo ( City) shall be levied and collected according to the tax liability determined by the City through the application of the appropriate amount or rate, as described below.

2. Definitions
Act" means the Mello - Roos Community Facilities Act of 1982, as amended, Sections 53311 and following of the California Government Code.

Administrative Ex eases" means the actual or estimated costs incurred by the City to form the CFD and to determine, levy, and collect the Special Taxes, including compensation of City employees for administrative work performed in relation to the CFD, the fees of consultants and legal counsel, the costs of collecting installments of the Special Taxes on the general tax rolls, preparation of required reports, and any other costs required to administer the CFD as determined by the City.

Administrator" means the City Manager of the City, or her or his designee.

Affordable Unit" means a Unit built on a Parcel of Single -Family Parcel for which an Affordable Housing Agreement has been entered into for the property designating the Unit as affordable.

The City Manager, or its designee, shall determine which Units are designated as Affordable Units and maintain an Affordable Unit Listing, which shall contain all designated buildable parcels by tract and lot number, and in the case of Large Lots Parcels remaining before May 1 of the preceding Fiscal Year, the number of designated Affordable Units for each such Large Lot Parcel; all entries shall indicate the effective date of designation. The Affordable Unit Listing also shall be updated to reflect those Units no longer qualifying as Affordable Units, also known as Market - Rate Units. The Affordable Unit Listing, which shall contain all qualifying Affordable Units as of April 30, shall be made available to the Administrator by July 1 of each year for purposes of determining the Maximum Special Tax for Parcels pursuant to Section 4.

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Avila Ranch CFD No. 2017- 1 ( Services)
Rate and Method of Apportionment and Manner of Collerciton of Special Tax October 11, 2017
Annual Infrastructure Costs" means for each Fiscal Year, the total cost of ( 1) Authorized Facilities and ( 2) any amounts needed to cure actual or estimated delinquencies in Special Taxes for the current or previous Fiscal Year.

Annual Services Costs" means for each Fiscal Year, the total cost of ( 1) Authorized Services, 2) Administrative Expenses, and ( 3) any amounts needed to cure actual or estimated delinquencies in Special Taxes for the current or previous Fiscal Year.

Assessor' s Parcel Map" means an official map of the County Assessor designating parcels by Assessor' s Parcel Number.

Assessor' s Parcel Number" means the Parcel and Parcel number as recorded by the County Assessor on the equalized tax roll.

Authorized Facilities" means those facilities, as listed in the resolution forming the CFD Authorized Services" mean those services, as listed in the resolution forming the CFD.

Base Year" means the Fiscal Year beginning July 1, 2018 and ending June 30, 2019.

Building Permit" means a permit issued by the City for the construction of a Residential Use structure.

Building Square Foot( age)" has the same meaning as that defined for the School Mitigation Fee by California Government Code Section 65995 for "Assessable Space," which is " all of the square footage within the perimeter of a residential structure, not including any carport, walkway, garage, overhang, patio, enclosed patio, detached accessory structure, or similar area" as determined upon issuance of the initial Building Permit.

FD" means the Avila Ranch Community Facilities District No. 2017- 1 ( Services) of the City of San Luis Obispo, San Luis Obispo County, California.

City" means the City of San Luis Obispo in San Luis Obispo County, California.

Council" means the City Council of the City of San Luis Obispo acting for the CFD under the Act.

County" means the County of San Luis Obispo, California.

County Assessor' s Parcel" means a lot or Parcel with an assigned Assessor' s Parcel Number in the maps used by the County Assessor in the preparation of the tax roll.

Developed Parcel" means any Taxable Parcel with a Building Permit issued for Residential Uses.

Development Plan" means a condominium plan, apartment plan, site plan, or other development plan that identifies such information as the type of structure, acreage, square footage, or number of Units that are approved to be developed on Single Family Parcels and Multifamily Residential Use Parcels.

Final Map Parcel" means a Parcel designated for development as a single- family residence which is part of a Final Subdivision Map.

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Avila Ranch CFD No. 2017- 1 ( Services)
Rate and Method of Apportionment and Manner of Collerciton of Special Tax October 11, 2017
Final_ Subdivision Man" means a recorded map designating the final Parcel Subdivision for individual single family residential Parcels.

Fiscal Year" means the period starting July 1 and ending the following June 30.

Infrastructure 5 ecial Tax" means the Special Tax identified in Attachment 1 for each Land Use Category identified to fund the costs of Authorized Facilities. The Infrastructure Special Tax is increased by the Infrastructure Special Tax Escalation Factor in each Fiscal Year following the Base Year.

Infrastructure Special Tax Escalation Factor" means a factor of 2 percent in any Fiscal Year following the Base Year by which the Special Tax for the previous Fiscal Year will be increased for the current Fiscal Year.

Llnd_Use Category" means the categories of taxable land uses shown in Attachment 1.

Large_ Lot Parcel" means a Parcel created by a Large Lot Subdivision Map.

Large LQt SubdivisionMap" means a recorded subdivision map creating Parcels by land use.

However, the Large Lot Subdivision Map does not delineate Single -Family Parcels. A Final Subdivision Map will create individual Single Family Parcels.

Market -Rate Unit" means a Unit that is not an Affordable Unit.

Maximum Annual 5 eci l Tax" means the greatest amount of Special Tax that can be levied against a Parcel in a given Fiscal Year. The Maximum Annual Special Tax is the sum of the Fiscal Services Special Tax and Infrastructure Special Tax assigned to each Taxable Parcel.

Maximum Annual Special Tax Revenue" means the greatest amount of revenue that can be collected in total from a group of Parcels ( such as Developed Parcels) by levying the Special Tax.

M lti, €amity" or " Multifamily Residential Use" means any Parcel or Development Project designated or developed for more than one residential dwelling unit per parcel. Such uses may consist of apartments, condominiums, townhomes, time- share units, row houses, duplexes, or triplexes.

Municipal Costs Index" means the index published by American City & County.

Other Land Use" means a Parcel with land uses other than Residential Uses. Such Parcels are Tax -Exempt Parcels
Parcel" means any County Assessor' s Parcel in the CFD based on the equalized tax rolls of the County.

Public Parcel" means any Parcel that is or is intended to be publicly owned, as designated in any final map that is normally exempt from the levy of general ad valorem property taxes under California law, including public streets; schools; parks; and public drainageways, landscaping, wetlands, greenbelts, and open space.

Remainder Parcel" means a Parcel that is created as the result of the recordation of a Large Lot Parcel Map or Final Small Lot Subdivision Map, which results in a Parcel within the boundaries of a Large Lot Parcel, that has not been mapped for final development approval. Such a A- 3 0- 1642

Avila Ranch CFD No. 2017- 1 ( Services)
Rate and Method of Apportionment and Manner of Collerciton of Special Tax October 11, 2017
Remainder Parcel may contain taxable and tax- exempt uses, such as Residential Uses, and Public Parcels, such as school or park sites. Once designated as a Remainder Parcel, such Parcel will be considered a Large Lot Parcel for the purposes of future Subdivisions and for the provisions of Sections 4 through 6.

Residential Use" means a Parcel designated for residential use, such as single family residential units, residential condominiums, townhouses, Multifamily Residential Uses, or apartments.

RMA" means the Rate and Method of Apportionment of the Special Tax.

Services Special Tax" means the Special Tax identified in Attachment 1 for each Land Use Category identified to fund the costs of Authorized Services. The Services Special Tax is increased by the Services Special Tax Escalation Factor in each Fiscal Year following the Base Year.

Services Special Tax Escalation Factor" an annual percentage increase in the Fiscal Mitigation Special Tax and Local Area Special Tax based upon the Consumer Price Index ( CPI) prior calendar year annual average, San Francisco, All Urban Consumers ( CPI -U) Index), the CPI ( prior calendar year annual average, Pacific West Cities, All Urban Wage Earners and Clerical Workers), or the Municipal Cost Index annual average, whichever is greater, but not exceeding four ( 4) percent.

Single Family, Parcel" means, in any Fiscal Year, all Parcels in the CFD for which a building permit was issued or may be issued for construction of a Unit that is a single family residential, residential condominium, or townhouse Unit.

Special Tax( es)" mean( s) any tax levy under the Act in the CFD.

Subdivision" or " Subdivided" means a division of a Parcel into two or more Parcels through the Subdivision Map Act process. A Subdivision may also include the merging of two or more Parcels to create new Parcels.

Tax Collection Sghedule" means the document prepared by the Administrator for the County Auditor -Controller to use in levying and collecting the Special Taxes each Fiscal Year.

Taxable Parcel" means any Parcel that is not a Tax -Exempt Parcel.

Tax- Exem t Parcel" means a Parcel not subject to the annual Special Tax. Tax -Exempt Parcels include Public Parcels, Undeveloped Parcels, and Other Use Parcels.

Certain privately -owned Parcels also may be exempt from the levy of annual Special Taxes including common areas owned by homeowner' s associations or property owner associations, wetlands, detention basins, water quality ponds, and open space, as determined by the Administrator.

Undeveloped Parcel" means a Parcel that is a Large Lot Parcel or Remainder Parcel.

Unit" means ( a) for Single Family Parcel dwelling unit; and ( b) for Multifamily Residential Use Parcel, such as an individual residential unit in an apartment building.

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Avila Ranch CFD No. 2017- 1 ( Services)
Rate and Method of Apportionment and Manner of Collerciton of Special Tax October 11, 2017

3. Duration of the Special Tax
Parcels in the CFD will remain subject to the Services Special Tax in perpetuity.

Parcels in the CFD will be subject to the Infrastructure Special Tax through FY 2035- 36.

If the Special Tax ceases to be levied, the City will direct the County Recorder to record a Notice of Cessation of Special Tax. Such notice will state that the obligation to pay the Special Tax has ceased and that the lien imposed by the Notice of Special Tax Lien is extinguished. The Notice of Cessation of Special Tax, in addition, will identify the book and page of the Book of Maps of Assessment and Community Facilities Districts where the map of the boundaries of the CFD is recorded.

4. Administrative Tasks
Administrative tasks required of the Administrator are discussed below:

A. Annual Special Tax Escalation. The Administrator shall increase the Fiscal Mitigation Special Tax and Local Area Special Tax by the Services Special Tax Escalation Factor in each Fiscal Year following the Base Year. The Administrator shall increase the Infrastructure Special Tax Infrastructure Special Tax Escalation Factor in each Fiscal Year following the Base Year.

B. Assignment of the Maximum Annual S cial Tax to Taxable Parcels. As Taxable Parcels are Subdivided or combined, the Administrator will assign the Maximum Annual Special Tax to each new Taxable Parcel based on the records of the City:

1. Assignment of the Maximum Annual Special Tax to Developed Parcels. The Services Special Tax and Infrastructure Special Tax are assigned to Developed Parcels using the following procedures.
a. Identify the Building Square Footage for the Residential Use for the Taxable Parcel, as identified in the Building Permit.
b. Identify the Land Use Category for the Taxable Parcel based upon the Residential Use type and Building Square Footage in Attachment 1.

C. Assign the Services Special Tax for the Taxable Parcel based upon the Land Use Category using the criteria identified in Sections 4. 113. 1. a and 4. 113. 1. b, and as increased by the Services Special Tax Escalation Factor and Infrastructure Special Tax Escalation Factor.
d. Assign the Infrastructure Special Tax for the Taxable Parcel based upon the Land Use Category using the criteria identified in Sections 4. 113. 1. a and 4. 6. 1. b, and as increased by the Infrastructure Special Tax Escalation Factor. e. Sum the Services Special Tax and Infrastructure Special Tax to determine the Maximum Annual Special Tax for the Taxable Parcel.

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Avila Ranch CFD No. 2017- 1 ( Services)
Rate and Method of Apportionment and Manner of Collerciton of Special Tax October 11, 2017

2. Assianment of the Max13nu111 Annual S ecial Tax to Final Map Parcels, The Services Special Tax and Infrastructure Special Tax are assigned to Final Map Parcels using the following procedures.
a. Assign the Services Special Tax for the Final Map Parcel, as shown in Attachment 1, and as increased by the Services Special Tax Escalation Factor. b. Assign the Infrastructure Special Tax for the Final Map Parcel, as shown in Attachment 1, and as increased by the Infrastructure Special Tax Escalation Factor.

C. Sum the Services Special Tax and Infrastructure Special Tax to determine the Maximum Annual Special Tax for the Taxable Parcel.

3. Assignment of the Maximum Annual Special Tax to Undeveloped Parcels. Undeveloped Parcels are not subject to the Maximum Annual Special Tax.

C. Affordable Units that Become Market Rate Units. If, in any Fiscal Year, a Unit that previously had been designated as an Affordable Unit no longer qualifies as such, the City shall update the Affordable Unit Listing by denoting the change in status of the Unit, together with the effective date thereof. The Maximum Annual Special Tax on the Unit that no longer qualifies as an Affordable Unit shall be increased to double the amount that would have applied in that Fiscal Year if the Unit had remained as an Affordable Unit.

In subsequent Fiscal Years, this increased Maximum Annual Special Tax shall continue to escalate by the Tax Escalation Factor.

D. Conversion of a Tax- Exem t Parcel to aTaxable Parcel. If a Tax -Exempt Parcel is not needed for public use and is converted to a taxable use or transferred to a private owner, it shall become subject to the Special Tax. The Maximum Annual Special Tax for such a Parcel will be assigned according to the provisions of Section 4. A and 4. 6.

E. Taxable Parcel Acquired by a Public Agency. A Taxable Parcel acquired by a public agency shall be reclassified as a Tax -Exempt Parcels and is no longer subject to the Special Tax levy.

F. Maintenance of Parcel Records. The Administrator will maintain a development status for each Parcel within the CFD as Parcels are Subdivided and developed. The record will contain the Assessor' s Parcel Number, Land Use Category, number of Units per Taxable Parcel, the Fiscal Mitigation Special Tax, Local Area Special Tax, Infrastructure Special Tax, and Maximum Annual Special Tax for each Taxable Parcel.

S. Assignment of the Maximum Annual Special Tax
A. Classification of Parcels. By June 30 of each Fiscal Year, using the Definitions in Section 2, the Administrator shall cause:

1. Each Parcel to be classified as a Taxable Parcel or Tax -Exempt Parcel.

2. Each Parcel to be classified as a Developed Parcel, Final Map Parcel, or an Undeveloped Parcel.

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Avila Ranch CFD No. 2017- 1 ( Services)
Rate and Method of Apportionment and Manner of Collerciton of Special Tax October 11, 2017
B. Assirinn-rent of the Maximum Annual Special Tax to Taxable Parcels. The Maximum Annual Special Tax will be assigned to each Taxable Parcel each Fiscal Year using the procedures not all steps may be applicable for each such Parcel) in Section 4.

6. Calculating Annual Special Taxes
The Administrator will compute the Annual Costs and determine the annual Special Tax levy for each Taxable Parcel based on the assignment of the Special Tax in Section S. The Administrator will then determine the tax levy for each Taxable Parcel using the following process:

A. Compute the Annual Services Costs using the definition of Annual Services Costs in Section

2. B. Calculate the Services Special Tax levy for each Taxable Parcel by the following steps Step 1: Compute 100 percent of the Services Special Tax revenue for all Developed Parcels.

Step 2: Compare the Annual Services Costs with the amount calculated in the previous step.

Step 3: If the Annual Services Costs are lower than the amount calculated in Step 1, decrease proportionately the Services Special Tax levy for each Developed Parcel until the revenue from the Special Tax levy equals the Annual Services Costs.

Step 4: If the Annual Services Costs are greater than the amount calculated in Step 1, increase proportionately the Services Special Tax levy for each Final Map Parcel until the revenue from the Special Tax levy equals the Annual Services Costs, or 100 percent of the Services Special Tax for all Final Map Parcels, if needed to fund Annual Services Costs.

C. Compute the Annual Infrastructure Costs using the definition of Annual Infrastructure Costs in Section 2
D. Calculate the Infrastructure Special Tax levy for each Taxable Parcel by the following steps:

Step 1: Compute 100 percent of the Infrastructure Special Tax revenue for all Developed Parcels.

Step 2: Compare the Annual Infrastructure Costs with the amount calculated in the previous step.

Step 3: If the Annual Infrastructure Costs are lower than the amount calculated in Step 1, decrease proportionately the Infrastructure Special Tax levy for each Developed Parcel until the revenue from the Special Tax levy equals the Annual Infrastructure Costs.

Step 4: If the Annual Infrastructure Costs are greater than the amount calculated in Step 1, increase proportionately the Infrastructure Special Tax levy for each Final Map Parcel until the revenue from the Special Tax levy equals the Annual Services Costs, or 100 percent of the Services Special Tax for all Final Map Parcels, if needed to fund Annual Infrastructure Costs.

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Avila Ranch CFD No. 2017- 1 ( Services)
Rate and Method of Apportionment and Manner of Collerciton of Special Tax October 11, 2017
E. Sum the amount determined in Sections 6. 113 and 6. 113 above.

F. Levy on each Taxable Parcel the amount calculated in Section 6. E above.

G. Prepare the Tax Collection Schedule and, unless an alternative method of collection has been selected pursuant to Section 9, send it to the County Auditor requesting that it be placed on the general, secured property tax roll for the Fiscal Year. The Tax Collection Schedule will not be sent later than the date required by the Auditor for such inclusion.

The Administrator will make every effort to correctly calculate the Special Tax for each Parcel. It will be the burden of the taxpayer to correct any errors in the determination of the Parcels subject to the tax and their Special Tax assignments.

7. Interpretation, Application and Appeal of Special
Tax Formula and Procedures
Any taxpayer who feels that the amount of the Special Tax assigned to a Parcel is in error may file a notice with the Administrator appealing the levy of the Special Tax. The Administrator will then promptly review the appeal, and if necessary, meet with the applicant. If the Administrator verifies that the tax should be modified or changed, the Special Tax levy will be corrected and, if applicable in any case, a refund will be granted.

Interpretations may be made by Resolution of the Council for purposes of clarifying any vagueness or ambiguity as it relates to the Special Tax rate, the method of apportionment, the classification of properties, or any definition applicable to the CFD.

Without Council approval, the Administrator may make minor, non - substantive administrative and technical changes to the provisions of this Exhibit that do not materially affect the rate, method of apportionment, and manner of collection of the Special Tax for purposes of the administrative efficiency or convenience or to comply with new applicable federal, state or local law.

S. Prepayment of the Special Tax Obligation
The Special Tax for a Taxable Parcel may not be prepaid. The Special Tax is collected to fund Authorized Services in perpetuity, or until the Council determines that the Special Tax should no longer be collected.

9. Manner of Collection
The Special Tax will be collected in the same manner and at the same time as ad valorem property taxes, provided, however, that the Administrator or its designee may directly bill the Special Tax and may collect the Special Tax at a different time, such as on a monthly or other periodic basis, or in a different manner, if necessary, to meet the City' s financial obligations.

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Avila Ranch CFD No. 2017- 1 ( Services)
Rate and Method of Apportionment and Manner of Collerciton of Special Tax October 11, 2017
Attachment 1
Avila Ranch CFD No. 2017- 1 ( Services)
Maximum Annual Special Tax - Base Year of FY 2018- 19
No. of Services Infrastructure Maximum Annual
Land Use Category Units Special Tax Special Tax Special Tax f1) i2] [ 3] [ 4]
Single Family Residential - >_ 1, 500 Sq. Ft. 322 $ 2, 749. 80 $ 300.00 $ 3, 049. 80 Single Family Residential - < 1, 500 Sq. Ft. 76 $ 1, 832. 86 $ 200.00 $ 2, 032. 86 Multifamily Residential - >_ 1, 500 Sq. Ft. 38 $ 2, 749. 80 $ 300.00 $ 3, 049. 80 Multifamily Residential - < 1, 500 Sq. Ft. 252 $ 1, 832. 86 $ 200. 00 $ 2, 032. 86 Affordable Multifamily Residential 32 $ 916. 43 $ 100. 00 $ 1, 016. 43 Undeveloped Parcels [ 5]
Other Land Uses $ 0. 00 $ 0. 00 $ 0. 00
Public and Deed Restricted Land $ 0. 00 $ 0. 00 $ 0. 00 att1"
1] This Special Tax rate will be increased by the Services Special Tax Escalator in each Fiscal Year following the Base Year of FY 2018- 19.
2] This Special Tax rate will be increased by the Infrastructure Special Tax Escalator in each Fiscal Year following the Base Year of FY 2018- 19.
3] This Special Tax may be collected in each Fiscal Year through FY 2035- 36. This Special Tax will no longer be collected following FY 2035- 36.
4] Beginning with FY 2035- 39, the Maximum Annual Special Tax will be equal to the Services Special Tax as the Infrastructure Special Tax will no longer be collected beyond FY 2035- 36.. 5] Undeveloped Parcels are Final Map Parcels without a Building Permit.

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Ordinance No. 1642 ( 2017 Series)

EXHIBIT B
Exhibit B
City of San Luis Obispo CFD No. 2017- 1 ( Services)
Draft List of Authorized Services
List of Authorized Services
The authorized services to be funded from the levy and collection of annual special taxes include those set forth below in addition to the costs associated with collecting and administering the special taxes, annually administering the District, and costs associated with forming the District.

The authorized services to be funded include:

1. Maintenance and lighting of parks, parkways, streets, roads, and open space.

2. Flood and storm protection services, including, but not limited to, the operation and maintenance of storm drainage systems.

3. Police protection services, including, but not limited to, criminal justice services. However, criminal justice services shall be limited to providing services for jails, detention facilities, and juvenile halls.

4. Fire protection and suppression services, and ambulance and paramedic services.

5. Maintenance and operation of any real property or other tangible property with an estimated useful life of five or more years that is owned by the local agency or by another local agency pursuant to an agreement entered into under Section 53316. 2.

List of Authorized Facilities
The authorized facilities to be funded from the levy and collection of annual special taxes include;

1. Local park, recreation, parkway, and open - space facilities.

2. The district may also finance the construction or undergrounding of water transmission and distribution facilities, natural gas pipeline facilities, telephone lines, facilities for the transmission or distribution of electrical energy, and cable television lines to provide access to those services to customers who do not have access to those services or to mitigate existing visual blight.

3. The district may also finance the acquisition, improvement, rehabilitation, or maintenance of any real or other tangible property, whether privately or publicly owned, for flood and storm protection services, including, but not limited to, storm drainage and treatment systems and sandstorm protection systems.

4. A community facilities district may also finance the purchase, construction, expansion, improvement, or rehabilitation of any real or other tangible property with an estimated useful life of five years or longer or may finance planning and design work that is directly related to the purchase, construction, expansion, or rehabilitation of any real or tangible property. The facilities need not be physically located within the Dstrict. 01642

Item 5d
Department: Finance
Cost Center: 2001
For Agenda of: 8/15/2023
Placement: Consent
Estimated Time: N/A
FROM: Emily Jackson, Finance Director
Prepared By: Brent Taylor – Financial Analyst, Infrastructure Finance SUBJECT: ANNUAL SPECIAL TAX LEVY REPORT FOR THE CITY OF SAN LUIS OBISPO COMMUNITY FACILITIES DISTRICT NO. 2017-1 (AVILA
RANCH) FOR FISCAL YEAR 2023/ 2024.

RECOMMENDATION
Receive and file the Annual Special Tax Levy Report for the City of San Luis Obispo Community Facilities No. 2017-1 (Avila Ranch) for Fiscal Year 2023-24.

POLICY CONTEXT
On September 19, 2017, the City Council introduced Ordinance No. 1639, approving the Development Agreement between the City of San Luis Obispo and Avila Ranch, LLC, and a resolution certifying the Final Environmental Report for the Project and CEQA findings. The City Council agreed the Development Agreement was consistent with the objectives, policies, general land uses, and programs specified in the General Plan of the City of San Luis Obispo, and the Airport Area Specific Plan.

The adopted Development Agreement required the establishment of a funding mechanism to cover the City’s General Fund shortfall for serving the Avila Ranch development. To be consistent with this requirement, the Avila Ranch Communities Facilities District (CFD) was formed with the adoption of Resolution No. 10844 on October 24, 2017. A CFD, as enabled by the Mello-Roos Community Facilities Act of 1982, allows a local jurisdiction to levy a special tax within a specified area to pay for public services and/or maintenance of infrastructure needed within that area. Over the past three decades, CFDs have become a common mechanism for cities to fund services and finance development-related infrastructure, and the use of a CFD, in this case, is consistent with the City’s General Plan.

Item 5d
The General Plan provides specific policies related to the funding of infrastructure noted below:

1.13.6. Required Plans: The City shall not allow the development of any newly annexed private land until the City has adopted a specific development plan for land uses, open space protection, roads, utilities, the overall pattern of subdivision, and financing of public facilities for the area.

1.13.9. Costs of Growth: The City shall require the costs of public facilities and services needed for new development to be borne by the new development unless the community chooses to help pay the costs for a certain development to obtain community-wide benefits. The City shall consider a range of options for financing measures so that new development pays its fair share of costs of new services and facilities which are required to serve the project, and which are reasonably related to the growth attributable to the development.

This report and the levying of the special tax are consistent with these General Plan policies and with the City’s Local Goals and Policies for Community Facilities Districts.

REPORT-IN-BRIEF
Annual Special Tax Levy Report
The CFD Annual Special Tax Levy Report (Attachment A) covers all assessor parcels of land within the boundaries of the City of San Luis Obispo Community Facilities District No. 2017-1 (Avila Ranch). The special tax attributed to each parcel was computed following the Rate and Method of Apportionment as approved by Council in Resolution No. 10844 (2017 Series). The report is divided into four chapters including an introduction, information about the taxable CFD land uses, the annual CFD cost, the assignment of the applicable maximum special tax, and the special tax levy for FY 2023 -24.

Each fiscal year, the District Administrator will calculate the maximum amount of special tax revenue that may be collected from all taxable parcels in the CFD. Given that the district is currently being built-out, the levy for FY 2023-24 is based on the number of building permits issued as of July 1, 2023. Currently, the developer has issued 76 building permits (13 for Single Family Residential under 1,500 sq. ft. and 63 for Single Family Residential over 1,500 sq. ft.). By allocating 100 percent of the assigned maximum special tax for all developed parcels, the total special tax levy for the FY 2023-24 amounts to $256,498.77 made up of $232,761.03 for services and $23,737.74 for infrastructure.

Currently, no municipal services, maintenance of public infrastructure, or incidental expenses for the district have been incurred and only $15,000 in annual CFD administrative cost applies for FY 2023-24. The City will therefore deposit $241,498.77 in the City’s Avila Ranch CFD Fund for future obligations.

Item 5d

DISCUSSION
Background
The Avila Ranch Development Agreement was approved on July 18, 2017, and provided the basis for the formation of the Avila Ranch CFD. The CFD is authorized to levy a special tax within the district to fund various municipal services and maintenance of public infrastructure within its boundaries. On September 19, 2017, the City Council, as the legislative body of the CFD, adopted a Resolution of Intention, including the Rate and Method of Apportionment (RMA) that specified the special tax to be levied by and within the district.

As one of the steps, on Nov 28, 2017, the City Council adopted Ordinance No. 1642 (Attachment B), approving the levy of a special tax within the CFD on an annual basis and solely within the boundaries of the Avila Ranch CFD. The purpose of the levy of the special tax within the CFD is to cover authorized costs identified in the RMA such as municipal services, public infrastructure, administrative expenses, and incidental expenses.

The City has already established the necessary accounts with the County of San Luis Obispo Tax Collector to administer the special tax within the Avila Ranch CFD. All necessary documentation and information were provided to the County of San Luis Obispo Tax Collector in proper form and required timelines to bill and collect the special tax on the secured property tax roll of the County beginning in FY 2022-23. This does not exclude the City’s right to utilize any other lawful means of billing, collecting, and enforcing the special tax, including direct billing, supplemental billing, and, when lawfully available, judicial foreclosure of the special tax lien.

Previous Council or Advisory Body Action
On September 19, 2017, Council adopted Resolution No. 10833 declaring its intention to establish the Avila Ranch CFD; on October 24, 2017, Council adopted Resolution No. 10844 establishing the Avila Ranch CFD and approving its Rate and Method of Apportionment for the special tax assessment to be levied in the district; on November 7, 2017, Resolution No. 10846 was adopted by Council certifying the results of the special election that approved the establishment of the special tax in the district; and finally, Ordinance 1642 (2017) was introduced and adopted on November 21, 2017, to approve the levying of the special tax assessment within the CFD.

Public Engagement
The annual special tax report requires a "notify" level of public engagement that was accomplished through the publication of the agenda, associated report, and the consideration of the report during a public session of the City Council. Public comment can be provided to the City Council through written correspondence prior to the meeting and through public testimony at the meeting.

Item 5d

CONCURRENCE
The Community Development Department concurs with this report.

ENVIRONMENTAL REVIEW
Annual special tax reporting for the City of San Luis Obispo Community Facilities District No. 2017-1 (Avila Ranch) is categorically exempt from California Environmental Quality Act (CEQA) under CEQA Guidelines Section 15306 (Information Collection) and the action otherwise qualifies for a "general rule" exemption according to Section 15061(b)(3), which covers activities "where it can be seen with certainty that there is no possibility that the activity in question may have a significant effect on the environment." Annual reporting does not change any aspect of the approved Avila Ranch project, nor does it introduce the potential for any new environmental impacts. Under Section 15306, the Secretary for the California Natural Resources Agency has concluded that " basic data collection, research, and resource evaluation activities which do not result in a serious or major disturbance to an environmental resource" are exempt from CEQA. Therefore, the proposed action is categorically exempt from further analysis under CEQA.

FISCAL IMPACT
Budgeted: Yes Budget Year: 2023-24
Funding Identified: Yes
Fiscal Analysis:

Funding
Sources
Total Budget
Available
Current
Funding
Request
Remaining
Balance
Annual
Ongoing
Cost
General Fund N/A N/A N/A N/A
State
Federal
Fees
Other:

Total N/A N/A N/A N/A
There are no expenditures directly associated with this item. Purpose of annual report is to calculate the tax assessment for each parcel within CFD Boundary which will be used to cover annual costs of the CFD. There are no obligations to the General Fund.

ALTERNATIVES
Council could decide not to receive and file the Special Tax Annual Report for Avila Ranch. This is not recommended as the Annual Tax Report is a requirement of the CFD under the Mello-Roos Act.

ATTACHMENTS
A - Avila Ranch CFD Annual Tax Report (FY 2023-24)
B - Ordinance No. 1642 (2017 Series)

Tax Report
Avila Ranch CFD No. 2017-1
(Services)—FY 2023-24
Prepared for:

City of San Luis Obispo
Prepared by:

Economic & Planning Systems, Inc. (EPS)
EPS #211049
June 30, 2023

Table of Contents

1. Introduction ................................................................................. 1 Purpose of the CFD ............................................................................. 1 Structure of this Report ....................................................................... 2

2. Taxable CFD Land Uses ................................................................. 3

3. Annual CFD Costs ......................................................................... 5 Annual Costs for FY 2023-24 ................................................................ 5 Authorized Services Costs .................................................................... 5 Authorized Infrastructure Costs ............................................................. 7

4. Assignment of the Maximum Special Tax and Special Tax Levy for FY 2023-24 .................................................................................. 8 Annual Special Tax Escalation Process .................................................... 8 Assignment of the Special Tax ............................................................ 11 Assignment of Special Tax Priorities ..................................................... 11 Allocation of the Special Tax for FY 2023-24 ......................................... 11 Assignment of the Special Tax Levy to CFD Parcels ................................ 13 List of Tables
Table 1 Planned CFD Land Uses ............................................................... 4 Table 2 Annual CFD Costs—FY 2023-24 ..................................................... 6 Table 3 Annual Special Tax Escalation Calculation ....................................... 9 Table 4 Annual Services Special Tax Escalator .......................................... 10 Table 5 Proposed Annual Special Tax Levy ............................................... 12

Tax Report: Avila Ranch CFD No. 2017-1 (Services)—FY 2023-24 June 30, 2023
Economic & Planning Systems, Inc. (EPS) 1

1. Introduction
The City of San Luis Obispo (City) created a Mello-Roos Community Facilities District (CFD) for the Avila Ranch development (Project), located at the northeast corner of Buckley Road and Vachell Lane. The CFD was formed in 2017 to create a land-secured funding mechanism to help fund authorized services facilities of the CFD. The Avila Ranch Development Plan allows up to 720 dwelling units; a “Town Center” with 15,000 square feet of local-serving retail and office uses; 18 acres of pocket parks, mini-parks, and neighborhood parks; and 53 acres of open space, including riparian corridors and farmed agricultural land.

EPS prepared the “Avila Ranch Financing Plan” (Financing Plan) in August 2017, which addressed how the services and infrastructure needed to serve the Project will be funded. The Financing Plan set out the costs and cost allocations to land uses that served as the basis for maximum special tax rates established in the Rate and Method of Apportionment (RMA).

Purpose of the CFD
The authorized services to be funded from the levy and collection of annual special taxes include those set forth below in addition to the costs associated with collecting and administering the special taxes, annually administering the CFD, and forming the CFD.

These are the authorized services to be funded:

1. Maintenance and lighting of parks, parkways, streets, roads, and open space.

2. Flood and storm protection services, including, but not limited to, the operation and maintenance of storm drainage systems.

3. Police protection services, including, but not limited to, criminal justice services. However, criminal justice services shall be limited to providing services for jails, detention facilities, and juvenile halls.

4. Fire protection and suppression services, and ambulance and paramedic services.

5. Maintenance and operation of any real property or other tangible property with an estimated useful life of 5 or more years that is owned by the local agency or by another local agency pursuant to an agreement entered into under Section 53316.2.

Tax Report: Avila Ranch CFD No. 2017-1 (Services)—FY 2023-24 June 30, 2023
Economic & Planning Systems, Inc. (EPS) 2
The authorized facilities to be funded from the levy and collection of annual special taxes include those set forth below. These are the authorized services to be funded:

1. Local park, recreation, parkway, and open space facilities.

2. The district may also finance the construction or undergrounding of water transmission and distribution facilities, natural gas pipeline facilities, telephone lines, facilities for the transmission or distribution of electrical energy, and cable television lines to provide access to those services to customers who do not have access to those services or to mitigate existing visual blight.

3. The district may also finance the acquisition, improvement, rehabilitation, or maintenance of any real or other tangible property, whether privately or publicly owned, for flood and storm protection services, including, but not limited to, storm drainage and treatment systems and sandstorm protection systems.

4. A community facilities district may also finance the purchase, construction, expansion, improvement, or rehabilitation of any real or other tangible property with an estimated useful life of 5 years or longer or may finance planning and design work that is directly related to the purchase, construction, expansion, or rehabilitation of any real or tangible property. The facilities need not be physically located in the district.

The CFD was authorized to begin collecting the special tax in Fiscal Year (FY) 2018-19. FY 2022-23 will be the first year in which the special tax will be levied against taxable parcels of the CFD.

Structure of this Report
This report is divided into 4 chapters, including this introductory chapter, and includes Appendix A: Proposed Special Tax Levy for FY 2023-24.

Tax Report: Avila Ranch CFD No. 2017-1 (Services)—FY 2023-24 June 30, 2023
Economic & Planning Systems, Inc. (EPS) 3

2. Taxable CFD Land Uses
CFD land uses are shown in Table 1. Single-family and multifamily land uses show the estimated number of planned units based on the building square footage. Residential units are identified as being either greater than or equal to 1,500 building square feet or fewer than 1,500 building square feet. A total of 720 planned units are expected to be constructed in the CFD.

There are 398 single-family planned units and 322 multifamily planned units, as shown in Table 1. Of the 322 multifamily planned units, 32 planned units are expected to be affordable housing units.

A “developed parcel” is a parcel with a building permit issued for residential uses.

As of July 1, 2023, there are a total of 76 developed parcels. Of these developed parcels, 63 have single-family residential units that are greater than or equal to 1,500 building square. The remaining 13 developed parcels have single-family residential units that are fewer than 1,500 building square feet.

Table 1
Avila Ranch CFD No. 2017-1 (Services)
Planned CFD Land Uses
Planned Developed
Land Use Category Units Parcels
Single Family Residential - ≥ 1,500 Sq. Ft. 322 63
Single Family Residential - <1,500 Sq. Ft. 76 13
Multifamily Residential - ≥ 1,500 Sq. Ft. 38 0
Multifamily Residential - < 1,500 Sq. Ft. 252 0
Affordable Multifamily Residential 32 0
Commercial Uses n/a n/a
Public and Deed Restricted Land n/a n/a
Totals 720 76
"land_use"
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3. Annual CFD Costs
The RMA identifies authorized costs of the CFD that can be funded through the annual levy of the special tax on taxable parcels. The amount of the annual levy is determined by the annual costs of the CFD, as established by the Administrator.

This chapter discusses annual CFD costs for FY 2023-24.

Annual Costs for FY 2023-24
The RMA defines Annual Services Costs and Annual Infrastructure Costs. The RMA identifies Annual Services Costs as:

1. Authorized Services costs for such Fiscal Year.

2. Administrative Expenses for such Fiscal Year.

3. Any amounts needed to cure actual or estimated delinquencies in Special Taxes for the current or previous Fiscal Year.

The RMA identifies Annual Services Costs as:

1. Authorized Facilities costs for such Fiscal Year.

2. Any amounts needed to cure actual or estimated delinquencies in Special Taxes for the current or previous Fiscal Year.

Table 2 identifies the total annual costs for FY 2023-24 as $256,499. These costs are detailed below.

Authorized Services Costs
The estimated Authorized Services costs for the CFD in FY 2023-24 are $217,761.

CFD Administrative Costs
The City is authorized to fund the costs associated with administration of the CFD each fiscal year, the actual or estimated costs incurred by the City to form the CFD and to determine, levy, and collect the Special Taxes, including compensation of City employees for administrative work performed in relation to the CFD, the fees of consultants and legal counsel, the costs of collecting installments of the Special Taxes on the general tax rolls, preparation of required reports, and any other costs required to administer the CFD as determined by the City.

Table 2
Avila Ranch CFD No. 2017-1 (Services)
Annual CFD Costs - FY 2023-24
Item Amount
Authorized Services Costs
Authorized Services Costs $217,761
Annual CFD Administration $15,000
Amount Needed to Cure Delinquencies $0
Total Authorized Services Costs $232,761
Authorized Infrastructure Costs
Authorized Infrastructure Costs $23,738
Amount Needed to Cure Delinquencies $0
Total Authorized Infrastructure Costs $23,738
Total CFD Costs for FY 2023-24 $256,499
"annual_costs"
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Economic & Planning Systems, Inc. (EPS) 7
The City has identified costs of $15,000 for City staff for FY 2023-24.

San Luis Obispo County (County) adds a $2 charge per parcel for the collection of the annual special tax levy. The County retains this $2 charge and remits the special tax levy amount for each parcel, as identified in this report. As such, the collection charges are not included in the annual cost calculation.

Amount Needed to Cure Delinquencies
FY 2023-24 is the first fiscal year in which the levy will occur. There are no past delinquencies in the collection of the special tax.

Total Annual Service Costs of the CFD
Total Annual Services Costs of the CFD are $232,761 for FY 2023-24.

Authorized Infrastructure Costs
The estimated Authorized Infrastructure costs for the CFD in FY 2023-24 are $23,738.

Amount Needed to Cure Delinquencies
FY 2023-24 is the first fiscal year in which the levy will occur. There are no past delinquencies in the collection of the special tax.

Total Annual Infrastructure Costs of the CFD
Total Annual Infrastructure Costs of the CFD are $23,738 for FY 2023-24.

Tax Report: Avila Ranch CFD No. 2019-1 (Services)—FY 2023-24 June 30, 2023
Economic & Planning Systems, Inc. (EPS) 8

4. Assignment of the Maximum Special
Tax and Special Tax Levy for
FY 2023-24
Each fiscal year, the Administrator will apply the Services Special Tax Escalation Factor to the Services Special Tax to calculate the maximum amount of special tax revenue that may be collected from all taxable parcels in the CFD. First, the Administrator will increase the Services Special Tax by the Services Special Tax Escalation Factor for each tax category and will increase the Infrastructure Special Tax by the Infrastructure Special Tax Escalation Factor.

The annual assignment of the maximum special tax and determination of the special tax levy for FY 2023-24 are discussed below.

Annual Special Tax Escalation Process
Services Special Tax Escalation Factor
The Services Special Tax is escalated by the annual percentage increase in the Services Special Tax based on the Consumer Price Index (CPI) (prior calendar year annual average, San Francisco, All Urban Consumers [CPI-U] Index), the CPI (prior calendar year annual average, Pacific West Cities, All Urban Wage Earners and Clerical Workers), or the Municipal Cost Index annual average, whichever is greater, but not exceeding 4 percent.

Table 3 shows the Services Special Tax by tax category for FY 2022-23, the escalation factor used for FY 2023-24, and the new Services Special Tax by tax category. Note that the tax escalator was 104 percent for FY 2023-24. Table 4 shows the results of the 3 indices. All three indices increased by an amount greater than 4 percent. The “not-to-exceed” escalation factor of 4 percent was used as a result.

Infrastructure Special Tax Escalation Factor
The Infrastructure Special Tax Escalator is set at 2 percent annually. Table 3 shows the Infrastructure Special Tax for FY 2022-23 and the 102 percent special tax as increased for FY 2023-24.

Table 3
Avila Ranch CFD No. 2017-1 (Services)
Annual Special Tax Escalation Calculation
FY 2022-23 Escalation FY 2023-24
Land Use Special Tax Factor [1] Special Tax
Services Special Tax
Single Family Residential - ≥ 1,500 Sq. Ft. $3,122.98 104.0% $3,247.90 Single Family Residential - <1,500 Sq. Ft. $2,081.60 104.0% $2,164.87 Multifamily Residential - ≥ 1,500 Sq. Ft. $3,122.98 104.0% $3,247.90 Multifamily Residential - < 1,500 Sq. Ft. $2,081.60 104.0% $2,164.87 Affordable Multifamily Residential $1,040.80 104.0% $1,082.43 Infrastructure Special Tax
Single Family Residential - ≥ 1,500 Sq. Ft. $324.73 102% $331.22 Single Family Residential - <1,500 Sq. Ft. $216.49 102% $220.82 Multifamily Residential - ≥ 1,500 Sq. Ft. $324.73 102% $331.22 Multifamily Residential - < 1,500 Sq. Ft. $216.49 102% $220.82 Affordable Multifamily Residential $108.24 102% $110.41 Total Special Tax
Single Family Residential - ≥ 1,500 Sq. Ft. $3,447.71 $3,579.13 Single Family Residential - <1,500 Sq. Ft. $2,298.09 $2,385.68 Multifamily Residential - ≥ 1,500 Sq. Ft. $3,447.71 $3,579.13 Multifamily Residential - < 1,500 Sq. Ft. $2,298.09 $2,385.68 Affordable Multifamily Residential $1,149.04 $1,192.84
"tax_esc"
[1] From Table 4.

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Avila Ranch CFD No. 2017-1 (Services)
Annual Services Special Tax Escalator
Calendar Annual
Year MCI (3) Escalation (4)
2018 3.87% 3.10% 2.63% 3.87%
2019 3.31% 2.60% 1.17% 3.31%
2020 1.72% 1.70% 1.77% 1.77%
2021 3.21% 4.90% 10.82% 4.00%
2022 7.45% 8.38% 6.69% 4.00%
"indices"
(1) https://data.bls.gov/timeseries/CUURS49BSA0&output_view=pct_12mths (2) https://data.bls.gov/timeseries/CWUR0490SA0&output_view=pct_12mths (3) https://www.americancityandcounty.com/municipal-cost-index/ (4) Services Special Tax Escalator is based on the highest inflator among - the three options, but now greater than 4%
CPI - U San
Francisco (1)
CPI - W Pacific
Division (2)
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Economic & Planning Systems, Inc. (EPS) 11
Assignment of the Special Tax
Each fiscal year, the Administrator assigns the special tax to all taxable parcels in the CFD. Special tax categories include single-family, multifamily, and affordable housing uses.

Tax Categories
As building permits for residential uses are issued for parcels in the CFD, the special tax for services and infrastructure are assigned based on land use density (single-family versus multifamily use) and by building square footage of the residential units. Multifamily units will be further identified as market-rate or affordable housing.

Table 5 shows the Services Special Tax and Infrastructure Special Tax rates by tax category for FY 2023-24. These rates come from Table 3. Note that the special tax rates shown are not rounded.

Assignment of Special Tax Priorities
The special tax levy is allocated only to developed parcels, which are parcels with an issued building permit for residential uses. Final map parcels or undeveloped parcels, as defined in the RMA, as not taxable under the CFD.

Table 5 shows the current development status of parcels by tax category and shows each tax category (single-family, multifamily, and multifamily affordable) and developed parcels assigned to each tax category in the RMA.

There are a total of 76 building permits issued as of July 1, 2023. All building permits were issued for single-family uses. There were 63 building permits issued for homes greater than or equal to 1,500 building square feet, and 13 building permits for homes fewer than 1,500 building square feet.

Allocation of the Special Tax for
FY 2023-24
Table 5 shows the FY 2023-24 minimum and maximum annual special taxes and the proposed allocation of the special tax. By allocating 100 percent of the assigned special tax for all developed parcels, the results are total special tax levies of $232,761 for Annual Services Costs and $23,738 for Infrastructure Costs.

Table 5
Avila Ranch CFD No. 2017-1 (Services)
Proposed Annual Special Tax Levy - FY 2023-24
Proposed
FY 2023-24 Developed Special Tax
Land Use Special Tax Parcels Allocation Levy
[1] [2] [3] [1] [2]
Services Special Tax
Single Family Residential - ≥ 1,500 Sq. Ft. $3,247.90 63 100% $204,617.78 Single Family Residential - <1,500 Sq. Ft. $2,164.87 13 100% $28,143.26 Multifamily Residential - ≥ 1,500 Sq. Ft. $3,247.90 0 0% $0.00 Multifamily Residential - < 1,500 Sq. Ft. $2,164.87 0 0% $0.00 Affordable Multifamily Residential $1,082.43 0 0% $0.00 Total Services Special Tax 76 $232,761.03
Infrastructure Special Tax
Single Family Residential - ≥ 1,500 Sq. Ft. $331.22 63 100% $20,867.13 Single Family Residential - <1,500 Sq. Ft. $220.82 13 100% $2,870.61 Multifamily Residential - ≥ 1,500 Sq. Ft. $331.22 0 0% $0.00 Multifamily Residential - < 1,500 Sq. Ft. $220.82 0 0% $0.00 Affordable Multifamily Residential $110.41 0 0% $0.00
Total Infrastructure Special Tax 76 $23,737.74
Total Special Tax Levy $256,498.77
"levy"
[1] From Table 4.
[2] Amounts are not rounded.
[3] From Table 1.

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Economic & Planning Systems, Inc. (EPS) 13
Total special tax revenue available from developed parcels is $256,499.

The total recommended special tax levy for FY 2023-24 is $256,499.

Assignment of the Special Tax Levy to
CFD Parcels
Appendix A shows the list of all CFD parcels, the assigned special tax from Table 5, and the special tax allocation per unit for each parcel, based on the categories assigned to each parcel.

APPENDIX A:

Proposed Special Tax Levy for
FY 2023-24

Appendix A Page 1 of 5
Assessor's Proposed
Parcel Tax Developed Services Facilities Special Tax
Number Category Parcel Bldg. SF. Special Tax Special Tax Levy 053-290-005 UND N $0.00 $0.00 $0.00
053-290-006 UND N $0.00 $0.00 $0.00
053-290-007 UND N $0.00 $0.00 $0.00
053-290-008 UND N $0.00 $0.00 $0.00
053-290-009 UND N $0.00 $0.00 $0.00
053-290-012 UND N $0.00 $0.00 $0.00
053-290-013 UND N $0.00 $0.00 $0.00
053-290-014 UND N $0.00 $0.00 $0.00
053-291-001 MDR Y 1811 $3,247.90 $331.22 $3,579.13
053-291-002 MDR Y 2273 $3,247.90 $331.22 $3,579.13
053-291-003 MDR Y 2066 $3,247.90 $331.22 $3,579.13
053-291-004 MDR Y 1900 $3,247.90 $331.22 $3,579.13
053-291-005 MDR Y 1811 $3,247.90 $331.22 $3,579.13
053-291-006 MDR Y 2066 $3,247.90 $331.22 $3,579.13
053-291-007 MDR Y 2273 $3,247.90 $331.22 $3,579.13
053-291-008 MDR Y 1900 $3,247.90 $331.22 $3,579.13
053-291-009 MDR Y 1811 $3,247.90 $331.22 $3,579.13
053-291-010 MDR Y 2273 $3,247.90 $331.22 $3,579.13
053-291-011 MDR Y 2066 $3,247.90 $331.22 $3,579.13
053-291-012 MDR Y 1900 $3,247.90 $331.22 $3,579.13
053-291-013 MDR Y 1811 $3,247.90 $331.22 $3,579.13
053-291-014 MDR Y 2273 $3,247.90 $331.22 $3,579.13
053-291-015 MDR Y 2066 $3,247.90 $331.22 $3,579.13
053-291-016 MDR Y 1900 $3,247.90 $331.22 $3,579.13
053-291-017 MDR Y 1811 $3,247.90 $331.22 $3,579.13
053-291-018 MDR Y 2273 $3,247.90 $331.22 $3,579.13
053-291-019 MDR Y 2066 $3,247.90 $331.22 $3,579.13
053-291-020 MDR Y 1900 $3,247.90 $331.22 $3,579.13
053-291-021 MDR Y 1900 $3,247.90 $331.22 $3,579.13
053-291-022 MDR Y 2066 $3,247.90 $331.22 $3,579.13
053-291-023 MDR Y 2273 $3,247.90 $331.22 $3,579.13
053-291-024 MDR Y 1811 $3,247.90 $331.22 $3,579.13
053-291-025 MDR Y 1900 $3,247.90 $331.22 $3,579.13
053-291-026 MDR Y 2273 $3,247.90 $331.22 $3,579.13
053-291-027 MDR Y 1708 $3,247.90 $331.22 $3,579.13
053-291-028 MDR Y 1811 $3,247.90 $331.22 $3,579.13
053-291-029 UND N $0.00 $0.00 $0.00
053-291-030 UND N $0.00 $0.00 $0.00
053-292-001 MDR Y 1169 $2,164.87 $220.82 $2,385.68
053-292-002 MDR Y 1169 $2,164.87 $220.82 $2,385.68
053-292-003 MDR Y 1169 $2,164.87 $220.82 $2,385.68
053-292-004 MDR Y 1169 $2,164.87 $220.82 $2,385.68
053-292-005 MDR Y 1609 $3,247.90 $331.22 $3,579.13
053-292-006 MDR Y 819 $2,164.87 $220.82 $2,385.68
053-292-007 MDR Y 1169 $2,164.87 $220.82 $2,385.68
053-292-008 MDR Y 1708 $3,247.90 $331.22 $3,579.13
053-292-009 MDR Y 1811 $3,247.90 $331.22 $3,579.13
Proposed Special Tax Levy for FY 2023-24
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Assessor's Proposed
Parcel Tax Developed Services Facilities Special Tax
Number Category Parcel Bldg. SF. Special Tax Special Tax Levy Proposed Special Tax Levy for FY 2023-24
053-292-010 MDR Y 2066 $3,247.90 $331.22 $3,579.13
053-292-011 MDR Y 2273 $3,247.90 $331.22 $3,579.13
053-292-012 MDR Y 2273 $3,247.90 $331.22 $3,579.13
053-292-013 MDR Y 2066 $3,247.90 $331.22 $3,579.13
053-292-014 MDR Y 1708 $3,247.90 $331.22 $3,579.13
053-292-015 MDR Y 1708 $3,247.90 $331.22 $3,579.13
053-292-016 MDR Y 819 $2,164.87 $220.82 $2,385.68
053-292-017 MDR Y 819 $2,164.87 $220.82 $2,385.68
053-292-018 MDR Y 1609 $3,247.90 $331.22 $3,579.13
053-292-019 MDR Y 1609 $3,247.90 $331.22 $3,579.13
053-292-020 MDR Y 1169 $2,164.87 $220.82 $2,385.68
053-292-021 MDR Y 819 $2,164.87 $220.82 $2,385.68
053-292-022 MDR Y 1708 $3,247.90 $331.22 $3,579.13
053-292-023 MDR Y 1811 $3,247.90 $331.22 $3,579.13
053-292-024 MDR Y 2066 $3,247.90 $331.22 $3,579.13
053-292-025 MDR Y 2273 $3,247.90 $331.22 $3,579.13
053-292-026 MDR Y 2273 $3,247.90 $331.22 $3,579.13
053-292-027 MDR Y 2006 $3,247.90 $331.22 $3,579.13
053-292-028 MDR Y 1900 $3,247.90 $331.22 $3,579.13
053-292-029 MDR Y 1708 $3,247.90 $331.22 $3,579.13
053-292-030 MDR Y 819 $2,164.87 $220.82 $2,385.68
053-292-031 MDR Y 1609 $3,247.90 $331.22 $3,579.13
053-292-032 MDR Y 1609 $3,247.90 $331.22 $3,579.13
053-292-033 MDR Y 1609 $3,247.90 $331.22 $3,579.13
053-292-034 MDR Y 819 $2,164.87 $220.82 $2,385.68
053-292-035 MDR Y 819 $2,164.87 $220.82 $2,385.68
053-292-036 MDR Y 1708 $3,247.90 $331.22 $3,579.13
053-292-037 MDR Y $3,247.90 $331.22 $3,579.13
053-292-038 MDR Y $3,247.90 $331.22 $3,579.13
053-292-039 MDR Y $3,247.90 $331.22 $3,579.13
053-292-040 MDR Y $3,247.90 $331.22 $3,579.13
053-292-041 MDR Y $3,247.90 $331.22 $3,579.13
053-292-042 MDR Y $3,247.90 $331.22 $3,579.13
053-292-043 MDR N $0.00 $0.00 $0.00
053-292-044 MDR N $0.00 $0.00 $0.00
053-292-045 MDR N $0.00 $0.00 $0.00
053-292-046 MDR N $0.00 $0.00 $0.00
053-292-047 MDR N $0.00 $0.00 $0.00
053-292-048 MDR N $0.00 $0.00 $0.00
053-292-049 MDR N $0.00 $0.00 $0.00
053-292-050 MDR N $0.00 $0.00 $0.00
053-292-051 MDR N $0.00 $0.00 $0.00
053-292-052 MDR N $0.00 $0.00 $0.00
053-292-053 MDR N $0.00 $0.00 $0.00
053-292-054 MDR N $0.00 $0.00 $0.00
053-292-055 MDR N $0.00 $0.00 $0.00
053-292-056 MDR N $0.00 $0.00 $0.00
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Assessor's Proposed
Parcel Tax Developed Services Facilities Special Tax
Number Category Parcel Bldg. SF. Special Tax Special Tax Levy Proposed Special Tax Levy for FY 2023-24
053-292-057 UND N $0.00 $0.00 $0.00
053-293-001 MDR N $0.00 $0.00 $0.00
053-293-002 MDR N $0.00 $0.00 $0.00
053-293-003 MDR N $0.00 $0.00 $0.00
053-293-004 MDR N $0.00 $0.00 $0.00
053-293-005 MDR N $0.00 $0.00 $0.00
053-293-006 MDR N $0.00 $0.00 $0.00
053-293-007 MDR N $0.00 $0.00 $0.00
053-293-008 MDR N $0.00 $0.00 $0.00
053-293-009 MDR N $0.00 $0.00 $0.00
053-293-010 MDR N $0.00 $0.00 $0.00
053-293-011 MDR N $0.00 $0.00 $0.00
053-293-012 MDR N $0.00 $0.00 $0.00
053-293-013 MDR N $0.00 $0.00 $0.00
053-293-014 MDR N $0.00 $0.00 $0.00
053-293-015 MDR N $0.00 $0.00 $0.00
053-293-016 MDR N $0.00 $0.00 $0.00
053-293-017 MDR N $0.00 $0.00 $0.00
053-293-018 MDR N $0.00 $0.00 $0.00
053-293-019 MDR N $0.00 $0.00 $0.00
053-293-020 MDR N $0.00 $0.00 $0.00
053-293-021 MDR N $0.00 $0.00 $0.00
053-293-022 MDR N $0.00 $0.00 $0.00
053-293-023 MDR N $0.00 $0.00 $0.00
053-293-024 MDR N $0.00 $0.00 $0.00
053-293-025 MDR N $0.00 $0.00 $0.00
053-293-026 MDR N $0.00 $0.00 $0.00
053-293-027 MDR N $0.00 $0.00 $0.00
053-293-028 MDR Y 1900 $3,247.90 $331.22 $3,579.13
053-293-029 MDR Y 1900 $3,247.90 $331.22 $3,579.13
053-293-030 MDR N $0.00 $0.00 $0.00
053-293-031 MDR N $0.00 $0.00 $0.00
053-293-032 MDR N $0.00 $0.00 $0.00
053-293-033 MDR N $0.00 $0.00 $0.00
053-293-034 MDR N $0.00 $0.00 $0.00
053-293-035 MDR N $0.00 $0.00 $0.00
053-293-036 MDR N $0.00 $0.00 $0.00
053-293-037 MDR N $0.00 $0.00 $0.00
053-293-038 MDR N $0.00 $0.00 $0.00
053-293-039 MDR N $0.00 $0.00 $0.00
053-293-040 MDR N $0.00 $0.00 $0.00
053-293-041 MDR N $0.00 $0.00 $0.00
053-293-042 MDR N $0.00 $0.00 $0.00
053-293-043 MDR N $0.00 $0.00 $0.00
053-293-044 MDR N $0.00 $0.00 $0.00
053-293-045 MDR N $0.00 $0.00 $0.00
053-293-046 MDR N $0.00 $0.00 $0.00
Prepared by EPS 6/30/2023 Z:\Shared\Projects\Oakland\211000s\211049_Avila Ranch CFD Administration\2023 Admin\Models\211049 Avila Ranch CFD Master FY 202 Page 107 of 523 3-24 Appendix A Page 4 of 5
Assessor's Proposed
Parcel Tax Developed Services Facilities Special Tax
Number Category Parcel Bldg. SF. Special Tax Special Tax Levy Proposed Special Tax Levy for FY 2023-24
053-293-047 MDR N $0.00 $0.00 $0.00
053-293-048 MDR N $0.00 $0.00 $0.00
053-293-049 MDR N $0.00 $0.00 $0.00
053-293-050 MDR N $0.00 $0.00 $0.00
053-293-051 MDR N $0.00 $0.00 $0.00
053-293-052 MDR N $0.00 $0.00 $0.00
053-293-053 MDR N $0.00 $0.00 $0.00
053-293-054 UND N $0.00 $0.00 $0.00
053-294-001 MDR N $0.00 $0.00 $0.00
053-294-002 MDR N $0.00 $0.00 $0.00
053-294-003 MDR N $0.00 $0.00 $0.00
053-294-004 MDR N $0.00 $0.00 $0.00
053-294-005 UND N $0.00 $0.00 $0.00
053-294-006 MDR N $0.00 $0.00 $0.00
053-294-007 MDR N $0.00 $0.00 $0.00
053-294-008 MDR N $0.00 $0.00 $0.00
053-294-009 MDR N $0.00 $0.00 $0.00
053-294-010 MDR N $0.00 $0.00 $0.00
053-294-011 MDR N $0.00 $0.00 $0.00
053-294-012 MDR N $0.00 $0.00 $0.00
053-294-013 MDR N $0.00 $0.00 $0.00
053-294-014 MDR N $0.00 $0.00 $0.00
053-294-015 MDR N $0.00 $0.00 $0.00
053-294-016 MDR N $0.00 $0.00 $0.00
053-294-017 MDR N $0.00 $0.00 $0.00
053-294-018 MDR Y 1900 $3,247.90 $331.22 $3,579.13
053-294-019 MDR Y 1811 $3,247.90 $331.22 $3,579.13
053-294-020 MDR Y 1900 $3,247.90 $331.22 $3,579.13
053-294-021 MDR Y 2273 $3,247.90 $331.22 $3,579.13
053-294-022 MDR N $0.00 $0.00 $0.00
053-294-023 MDR N $0.00 $0.00 $0.00
053-294-024 MDR N $0.00 $0.00 $0.00
053-294-025 MDR N $0.00 $0.00 $0.00
053-294-026 MDR N $0.00 $0.00 $0.00
053-294-027 MDR N $0.00 $0.00 $0.00
053-294-028 MDR N $0.00 $0.00 $0.00
053-294-029 MDR N $0.00 $0.00 $0.00
053-294-030 MDR N $0.00 $0.00 $0.00
053-294-031 MDR N $0.00 $0.00 $0.00
053-294-032 MDR N $0.00 $0.00 $0.00
053-294-033 MDR N $0.00 $0.00 $0.00
053-294-034 MDR N $0.00 $0.00 $0.00
053-294-035 MDR N $0.00 $0.00 $0.00
053-294-036 MDR N $0.00 $0.00 $0.00
053-294-037 MDR N $0.00 $0.00 $0.00
053-294-038 MDR N $0.00 $0.00 $0.00
053-294-039 MDR N $0.00 $0.00 $0.00
Prepared by EPS 6/30/2023 Z:\Shared\Projects\Oakland\211000s\211049_Avila Ranch CFD Administration\2023 Admin\Models\211049 Avila Ranch CFD Master FY 202 Page 108 of 523 3-24 Appendix A Page 5 of 5
Assessor's Proposed
Parcel Tax Developed Services Facilities Special Tax
Number Category Parcel Bldg. SF. Special Tax Special Tax Levy Proposed Special Tax Levy for FY 2023-24
053-294-040 MDR N $0.00 $0.00 $0.00
053-294-041 MDR N $0.00 $0.00 $0.00
053-294-042 MDR N $0.00 $0.00 $0.00
053-294-043 UND N $0.00 $0.00 $0.00
053-259-008 UND N $0.00 $0.00 $0.00
Totals $232,761.03 $23,737.74 $256,498.77
"levy2324"
Prepared by EPS 6/30/2023 Z:\Shared\Projects\Oakland\211000s\211049_Avila Ranch CFD Administration\2023 Admin\Models\211049 Avila Ranch CFD Master FY 202 Page 109 of 523 3-24

Item 5e
Department: Public Works
Cost Center: 5005
For Agenda of: 8/15/2023
Placement: Consent
Estimated Time: N/A
FROM: Aaron Floyd, Utilities Director
Prepared By: Nathan Garcia Nava, Engineer I
SUBJECT: AUTHORIZATION TO ADVERTISE JOHNSON WATERLINE
REPLACEMENT – IRIS TO BISHOP, SPECIFICATION NO. 2000578

RECOMMENDATION

1. Approve the project plans and special provisions for Johnson Waterline Replacement – Iris to Bishop, Specification Number 2000578; and

2. Authorize staff to advertise for bids; and

3. Authorize the City Manager to award the construction contract for the bid total if the lowest responsible bid is within the Engineer’s Estimate of $4,160,000; and

4. Approve the transfer of $165,000 from the Storm Drain Annual Asset Maintenance Account (2090742) to the project account (2000578); and

5. Approve the transfer of $1,061,031 from the Recycled Water Broad Street – Tank Farm to Aerovista project (2000528) to the project account (2000578) and defer the 2000528 project to the next Financial Plan; and

6. Appropriate $483,969 from Water Fund Unreserved Working Capital and reduce the 2024-25 allocation for Water Storage Tank Maintenance (2000034) by $483,969; and

7. Authorize the City Engineer to approve Contract Change Orders up to the available project budget; and

8. Find the Project categorically exempt from the California Environmental Quality Act pursuant to State CEQA Guidelines Sections 15302 and 15303; and

9. Adopt a Draft Resolution entitled, “Resolution of City Council of the City of San Luis Obispo, California, authorizing use of the Water Fund Unreserved Working Capital Fund to support the Johnson Waterline Replacement – Iris to Bishop, Specification Number 2000578”

REPORT-IN-BRIEF
City staff recommends the advertisement of the Johnson Waterline Replacement project to replace the critical 16-inch water transmission main serving local healthcare facilities, residents, and businesses along Johnson Avenue. The new pipeline will provide resiliency to the distribution network and will safeguard against variations in pressure that often damage older pipelines. The project will involve the abandonment and removal of existing waterline infrastructure, and removal and replacement of existing infrastructure within existing streets including Johnson Avenue (between Iris and Bishop Streets), Ella Street (between Johnson Avenue and Binns Court), and Bishop Street (between Johnson Avenue and Augusta Court). The project also involves the replacement of existing storm drains along Johnson Avenue at the intersections of Ella and Bishop Street.

Item 5e
As discussed in this report, the total project budget for the Johnson Waterline Replacement Project is $3,480,000 as identified in the City’s Financial Plans. Based on the current engineer’s estimate, the estimated total cost of construction, including contingency and construction support services, is $5,010,000 while the project has a current balance of $3,300,000. In order to fully support the construction of the project, an additional $1,710,000 is needed and staff recommends closing the funding gap through three separate actions.

POLICY CONTEXT
On May 17, 2022, Council approved a Purchasing Policy Update to the Financial Management Manual that required Council approval for Public Projects that cost over $200,000. The Project is consistent with the City adopted General Plan because the replacement of a critical water transmission main serving local healthcare facilities and residents would ensure continued provision of water services to the community. The new pipeline will meet American Water Works Association standards and provide resiliency in the water distribution networks against unexpected failure.

DISCUSSION
Background
The objective of the Johnson Waterline Replacement – Iris to Bishop (Project) is to replace a critical 16-inch water transmission main serving local healthcare facilities, residents, and businesses along Johnson Avenue. The City’s water distribution system has over 180 miles of water mains, 16,500 service lines, and other various assets that are designed to provide continuous drinking water and fire suppression to the community.

Many of the pipes were initially installed in the 1950s-1970s and have a life expectancy of 50 years. The City selects certain waterlines each year for replacement that have become vulnerable to failure or do not meet modern fire flow requirements. The water transmission main along Johnson Avenue from Iris to Bishop Street was originally recommended for replacement in 2015 but this recommendation was not implemented due to results from the Potable Water Distribution System Operations Plan, which indicated that the capacity of the Johnson waterline could be carried by other mains, and therefore the section of the Johnson line from Iris to Bishop was not needed. Through further modeling it was later determined that this section of pipeline provided necessary resiliency and would need to be replaced in order to maintain this resiliency against unexpected failure as described in more detail below. These modeling efforts also identified additional sections of pipeline on Ella Street and Bishop Street that could costeffectively be replaced with this project to ensure resiliency to adjacent neighborhoods.

These additions have been added to the scope of this project and have resulted in increases to the estimated cost of this project.

This Project was identified as a high priority project in the Capital Improvement Plan because the existing cast iron waterline has been subject to repeated failure, including a failure in 2021 that resulted in over 200 customers being delivered a boil water advisory notice due to a loss in water pressure resulting from a catastrophic mainline failure. The new pipeline will provide resiliency to the distribution network and will safeguard against

Item 5e
variations in pressure that often damage older pipelines. The Project also includes the replacement of existing storm drains on Johnson Avenue at its intersections with Ella and Bishop Street.

The City contracted MNS Engineers in December 2022 to prepare construction plans (Attachment A) and Special Provisions (Attachment B), and address design changes since the original project was suspended in 2015. Design changes are largely focused on ensuring that old sections of cast iron pipeline along Ella Street and Bishop Street are also removed, which will reduce the likelihood of failure in these areas. Other changes include removal of a section of aging cast iron pipe from Johnson Avenue to the Bishop Pump station. This pump station provides water to the Bishop Tank, which supplies water to neighborhoods adjacent to Johnson Avenue. The timing for delivery of this pipeline is critical as these sections of pipeline need to be removed prior to the replacement of the Reservoir 2 cover, which is scheduled for the Spring of 2024.

Previous Council or Advisory Body Action
In June 2022, City Council adopted the 2022-23 Budget Supplement that allocated $180,000 in design funds for this project. On June 6, 2023 Council adopted its 2023-25 Financial Plan, which included the Project with an estimated cost of $3.3 million.

Public Engagement
This capital project was included in the 2023-25 Financial Plan which had extensive community outreach and afforded opportunities for the public to review and comment on all capital projects.

CONCURRENCE
There is concurrence from the Public Works Department and Utilities Department on the need for this project and the scope of the project.

ENVIRONMENTAL REVIEW
The Project qualifies for an Exemption to the California Environmental Quality Act pursuant to State CEQA Guidelines Sections 15302 (Replacement or Reconstruction) and 15303 (New Construction of Small Structures) because the Project would replace an existing water main, and consists of the construction and installation of approximately 4,000 linear feet of new waterline and associated facilities, abandonment and removal of existing waterline infrastructure, and removal and replacement of existing infrastructure within existing streets including Johnson Avenue (between Iris and Bishop Street), Ella Street (between Johnson Avenue and Binns Court), and Bishop Street (between Johnson Avenue and Augusta Court). The Project also includes replacement of existing storm drains at the intersection of Johnson and Ella, and Johnson and Bishop. The project will provide additional resiliency and will maintain the same purpose and capacity of the existing infrastructure.

Item 5e

FISCAL IMPACT
Budgeted: Yes Budget Year: 2023-24
Funding Identified: Yes
Fiscal Analysis:

Funding
Sources
Total Budget
Available
Current
Funding
Request
Remaining
Balance
Annual
Ongoing
Cost1
General Fund $0 $0 $0 $0
State $0 $0 $0 $0
Federal $0 $0 $0 $0
Fees $0 $0 $0 $0
Water Fund -
Johnson
Waterline
Replacement
(2000578)
$3,300,000 $0 $0 $0
Water Fund -
Recycled
Water Broad
Street – Tank
Farm to
Aerovista
(2000528)
$1,061,031 $1,061,031 $0 $0
Unreserved
Working
Capital2
$10,172,837 $483,969 $9,688,878 $0
Capital Outlay
Fund LRM -
Storm Drain
Annual Asset
Account
(2090742)
$350,894 $165,000 $185,894 $0
Total $14,884,762 $1,710,000 $9,874,762 $0
1 Ongoing maintenance costs included in the Utilities Operational Budget 2 Staff recommends reducing the FY 2024-25 Water Storage Tank Maintenance budget by $483,969 to offset this request.

The Project was identified in the 2022-23 Supplemental Budget (page 98) where it was allocated $180,000 for design services that has been expended. There was an additional allocation of $3,300,000 for construction services in the 2023-25 Financial Plan that was appropriated at the start of the 2023-2024 Fiscal Year on July 1, 2023. There is a current balance of $3,300,000 in the project account (2000578) for construction.

Item 5e
As summarized above, the scope of the project has been modified to include additional elements that will further reduce the likelihood of failure. While these additional elements increase the cost of the project (compared to the budget identified in the Financial Plan), the City will ultimately benefit from fiscal savings in the areas of mobilization and materials costs compared to implementing these improvements under a separate project in the future. In addition, the cost of supplies and materials has escalated due to inflation, which is reflected in the current cost estimate. Staff has identified a 20% contingency to cover potential cost increases that may occur during construction of the project.

As shown in the table on the following page, the estimated cost of construction is $5,010,000; therefore, an additional $1,710,000 is needed to fully fund construction of the project. Staff recommends closing the funding gap through three separate actions:

1. Transfer $165,000 from the Storm Drain Annual Asset Maintenance Account (2090742) to the project account (2000578) for the storm drain replacement component of the project; and

2. Transfer $1,061,031 from the Recycled Water Broad Street – Tank Farm to Aerovista project (2000528) and defer this project to the next Financial Plan; and

3. Appropriate $483,969 from the Water Fund Unreserved Working Capital and reduce the 2024-25 allocation for Water Storage Tank Maintenance (2000034) by $483,969.

Project Account
(2000578)
Recycled Water
Broad Street - Tank
Farm to Aerovista
(2000528)
Water Fund
Unreserved
Working Capital
Storm Drain Annual
Asset Maintenance
Account (2090742)
Water fund Water fund Water fund Capital Outlay Fund
LRM
Engineer's Estimate $3,300,000 $724,000 $0 $136,000 $4,160,000.00 Contingency (20%) $0 $337,031 $467,769 $27,000 $831,800.00 Total Construction
Estimate $3,300,000 $1,061,031 $467,769 $163,000 $4,991,800.00 Material Testing $0 $0 $1,200 $1,000 $2,200.00
Design Support - MNS $0 $0 $15,000 $0 $15,000.00
Printing $0 $0 $0 $1,000 $1,000.00
Total Project Estimate $3,300,000 $1,061,031 $483,969 $165,000 $5,010,000.00 Current Project Balance $3,300,001 $1,061,031 $10,172,837 $940,894 Available Balance $3,300,001 $1,061,031 $10,172,837 $350,894 Requested Funding $0 $1,061,031 $483,969 $165,000
Remaining Balance $0 $0 $9,688,868 $185,894
Johnson Waterline Replacement - Iris to Bishop, Specification No. 2000578 Project Total
Cost
Storm Drain Replacement Funding
Staff is recommending a transfer of $165,000 from the Storm Drain Annual Asset Maintenance Account (2090742) to fund the cost associated with the replacement of the storm drains at the intersection of Johnson and Ella, and Johnson and Bishop. The storm drain account has a balance of $940,894 with concurrent request being made for 3 separate City projects to fund construction cost. There will an available balance of

Item 5e
$350,894 that this project will be pulling from. The account will have a remaining unallocated balance of $185,894 to be used in the future to support the completion of various City projects.

Deferral and Reallocation of the Recycled Water Project Staff is recommending a transfer of $1,061,031 from the Recycled Water Broad Street – Tank Farm to Aerovista project, Specification No. 2000528. The total allocated project budget is $1,085,000. As part of the 2021-23 Financial Plan, $45,000 was allocated for design services in 2021-22 and $1,040,000 was allocated for construction in 2022-23.

Approximately $24,000 was expended for site survey work. Staff recommends that this project be deferred based on the Johnson Waterline Project having a higher priority and community benefit than this project. The completion of the Johnson Waterline Project is necessary to ensure the stability of the water distribution system, protect the system from potential contamination resulting from repeated mainline failures, and protect the community from potential service disruptions and boil water notices. The impacts of mainline failures on the Johnson Avenue line are also expensive to repair and deplete funding that would otherwise go toward high-value water fund projects. While implementation of the Broad Street recycled water project is important for expanding the City’s recycled water use and allowing potable supplies to be used for potable needs as opposed to irrigation, the delivery timeline of the recycled water project can be flexible with minimal impact to overall water availability.

Unreserved Capital and Reduction of Water Storage Tank Maintenance Budget Staff is recommending a transfer of $483,969 from the Water Fund’s Unreserved Working Capital account. Staff recommends reducing the 2024-25 allocation to the Water Storage Tank Maintenance budget to offset this unanticipated draw against unreserved working capital. In 2024-25, the Water Storage Tank Maintenance budget was projected to be $1,000,000. Reducing the 2024-25 Water Storage Tank Maintenance budget as recommended would result in a 2024-25 allocation of $516,031. This funding allocation was planned to be used for internal and external coating of the Edna Saddle Water Tank. If funding is reduced, staff plan to complete external coating repairs with the remaining funding, and defer internal coating repairs until the 2025-27 Financial Plan. Staff do not believe that deferral of this project will result in substantial further deterioration of the tank’s interior coating, and external recoating can take place with the tank left in service, allowing for this work to be done alongside other critical water system work.

Importance of Maintaining Unreserved Working Capital Funds Staff is not recommending drawing from Water Fund Unreserved Working Capital to cover the total amount of the $1,710,000 funding gap estimated to deliver the Project. Rather, staff is recommending deferral of two projects that have flexible delivery timelines that will not impact health and safety or regulatory compliance.

Maintaining a healthy unreserved working capital balance in the Water Fund provides the necessary flexibility for capital project reprioritizations that are driven by regulatory changes or to resolve unanticipated equipment failures. This funding also helps the Water Fund to absorb unanticipated capital project price increases and inflationary increases

Item 5e
that have been prevalent in recent years. Without this funding, the Water Fund may also be subject to higher year-to-year rate increases than traditionally experienced. In addition, maintaining a healthy reserve facilitates a favorable standing with creditors, which qualifies the City for more favorable financing options for capital projects, provides a cashflow buffer when making payments on financed projects, and allows the City to leverage dollars and enable pursuit of grant funding.

ALTERNATIVES

1. Deny the approval to advertise the project. City Council could choose to deny the authorization to advertise this project. Staff does not recommend this alternative as the existing pipeline has experienced multiple catastrophic failures, with the most recent failure resulting in a boil water notice being issued to over 200 customers in this neighborhood, including local medical facilities.

2. Deny the use of additional funds for construction. City Council could choose to deny the use of additional funding to support the construction cost. City staff does not recommend this option as the cost estimate is higher than the current available balance and all elements of this project must be completed to reduce the vulnerability of this section of aging pipeline that acts as a critical element of the City’s water distribution system.

3. Direct staff to use unreserved working capital to cover the identified funding gap ($1,710,000) and maintain the existing Capital Improvement Plan budget including delivery of the Recycled Water Broad Street – Tanks Farm to Aerovista Project and Edna Saddle Water Tanks (internal coating). Staff does not recommend drawing from Water Fund Unreserved Working Capital to cover the total amount of the $1,7010,000 funding gap because it would reduce the availability of reserves that currently provide the necessary resiliency and flexibility for capital project prioritization adjustments.

Reduction of the reserve by an additional $1,710,000 may reduce the City’s ability to handle unanticipated capital and expenditures and regulatory, health, and safety requirements, and deliver high priority capital projects in the face of inflated costs. Further reduction of the reserve may affect the City’s favorable standing with creditors, would reduce the City’s cashflow buffer, and may affect the City’s good standing when pursuing grant funding.

ATTACHMENTS
A - Johnson Waterline Replacement – Iris to Bishop Plans B - Johnson Waterline Replacement – Iris to Bishop Special Provision C - Resolution authorizing use of Water Fund Unreserved Working Capital fund to support the Johnson Waterline Replacement – Iris to Bishop, Specification Number 2000578

RIGHT-OF-WAY

CURBGUTTER

NEW WATER LINE

EXISTING WATER LINEEXISTING WATER LINE (ABANDONED)EXISTING WATER LINE (TO BE ABANDONED)EXISTING SANITARY SEWER AND LATERALEXISTING STORM DRAINEXISTING GASEXISTING UNDERGROUND ELECTRICEXISTING OVERHEAD UTILITYEXISTING FIBER OPTIC LINEEXISTING TELECOMMEXISTING CENTERLINEEXISTING UTILITY POLEEXISTING WATER METEREXISTING WATER VALVEEXISTING SEWER MANHOLEEXISTING STORM DRAIN MANHOLEEXISTING MONUMENTEXISTING FIRE HYDRANTEXISTING GAS VALVEEXISTING WATER VAULT

NEW AIR RELEASE VALVE (PLAN)NEW AIR RELEASE VALVE (PROFILE)NEW BUTTERFLY VALVENEW GATE VALVEBENCHMARKNEW CONCRETE

EXISTING PIPE CAP

NEW PIPE CAP

1. IT SHALL BE THE RESPONSIBILITY OF THE CONTRACTOR TO CONTACT "UNDERGROUND SERVICE ALERT U.S.A." TOLL FREE AT 1-800-227-2600 AT LEAST FORTY-EIGHT (48) HOURS

PRIOR TO START OF CONSTRUCTION, FOR LOCATION OF POWER, TELEPHONE, OIL AND NATURAL GAS, AND OTHER UNDERGROUND FACILITIES. CONTRACTOR OR PERMITEE SHALL ALSO CONTACT THE APPROPRIATE AGENCY FOR THE LOCATION OF CABLE T.V., WATER, SEWER, DRAINAGE OR UNDERGROUND FACILITIES.

2. THE CONTRACTOR SHALL POSSESS A CLASS "A" OR A CLASS "C34" LICENSE AT THE TIME OF THE BID OPENING.

3. CONTRACTOR SHALL VERIFY DEPTH AND LOCATION OF ALL CROSSING UTILITIES PRIOR TO LAYING PIPE SO THAT PIPE ALIGNMENT AND GRADE CAN BE ADJUSTED AS NEEDED.

4. LOCATION AND DEPTH OF EXISTING UTILITIES ARE APPROXIMATE AND BASED ON

AVAILABLE INFORMATION PROVIDED BY THE CITY OF SAN LUIS OBISPO AND UTILITY COMPANIES.

5. CONTRACTOR SHALL VERIFY DEPTH, LOCATION, SIZE, AND MATERIAL OF PIPE AT ALL TIE-INS.

6. OVERHEAD UTILITIES ARE NOT SHOWN IN ALL INSTANCES AND ARE NOT SHOWN ON PROFILES. CONTRACTOR SHALL USE DUE CARE WHEN WORKING NEAR OR UNDER THESE UTILITIES AND SHALL PROTECT THEM IN PLACE.

7. MAST ARMS LOCATIONS ARE NOT SHOWN ON PLANS. CONTRACTOR SHALL USE DUE

CARE WHEN WORKING NEAR OR UNDER THESE STRUCTURES AND SHALL PROTECT THEM IN PLACE.

8. THE CONTRACTOR SHALL NOT INTERRUPT THE UTILITY SERVICE FUNCTION, DISTURB

THE SUPPORT BASE, OR MODIFY ANY FACILITY WITH OUT AUTHORITY FROM THE UTILITY OWNER.

9. EXISTING PIPELINES AND UTILITIES THAT CROSS NEW PIPING OR SIMILAR EXCAVATIONS

REQUIRED TO CONSTRUCT THE PIPING, SHALL BE PROTECTED IN PLACE, UNLESS OTHERWISE NOTED.

10. ALL EXISTING PIPELINES AND UTILITIES SHALL BE SUPPORTED ACROSS THE EXCAVATION DURING CONSTRUCTION. IN ORDER TO PREVENT SETTLEMENT OF THEUTILITY AFTER INSTALLATION OF THE NEW SYSTEM, THE CONTRACTOR SHALL PLACE 1-SACK SLURRY BETWEEN THE COMPACTED PIPE ZONE MATERIAL AND THE UTILITY.

11. THE CONTRACTOR SHALL NOTIFY THE ENGINEER IMMEDIATELY OF ANY UTILITY THAT WAS OMITTED FROM THE PLANS, INCORRECTLY SHOWN, OR NOT PROPERLY MARKED. IF

A UTILITY COMPANY DOES NOT PROVIDE LOCATION INFORMATION OR MARKING SERVICES IN THE FIELD, THE CONTRACTOR SHALL IMMEDIATELY NOTIFY THE ENGINEER.

FAILURE OF THE CONTRACTOR TO NOTIFY THE ENGINEER PER SECTION 4-1.03D OF THE

CITY STANDARDS SHALL PROHIBIT THE CONTRACTOR FROM CLAIMING EXTRA WORK ASSOCIATED WITH SAID UTILITY.

12. THE CONTRACTOR SHALL IMMEDIATELY NOTIFY THE UTILITY OWNER IF ANY UTILITY IS DISTURBED OR DAMAGED DURING THE COURSE OF THE WORK. THE CONTRACTOR

SHALL BEAR THE COSTS OF REPAIR OR REPLACEMENT OF ANY MARKED UTILITY WHERE DAMAGE WAS CAUSED BY THE CONTRACTOR'S ACTIVITIES.

13. INTERFERING PORTIONS OF ABANDONED UTILITIES SHALL BE REMOVED AND DISPOSED OF BY THE CONTRACTOR IN ACCORDANCE WITH THE SPECIFICATIONS. CUT ENDS OF EXISTING ABANDONED UTILITIES SHALL BE PLUGGED WITH MINIMUM 18 INCH CONCRETEPLUGS. THE CONTRACTOR SHALL VERIFY THAT THE UTILITY IS TRULY ABANDONEDPRIOR TO CUTTING OR ABANDONMENT.

14. SEWER LATERALS EXIST WHICH ARE NOT SHOWN ON THESE PLANS, CONTRACTOR TO

PROCEED WITH CAUTION WHEN TRENCHING AND HAVE ALL NECESSARY MATERIALS ONHAND TO REPAIR LATERALS IF DAMAGED AND TO ADJUST PROFILE OF LATERALS CLEAR OF PROPOSED WATERLINE PROFILE.

15. TIE OUT CENTERLINE MONUMENTS WITHIN 2' OF PROJECT EXCAVATION AND CITY

BENCHMARKS BEFORE WORK AND REPLACE IF DISTURBED IN ACCORDANCE WITH THE CITY OF SAN LUIS OBISPO STANDARD DETAIL 9020 AND PROFESSIONAL LAND SURVEYORS ACT.

16. THE CONTRACTOR SHALL REPLACE ALL CURB PAINTING, PAVEMENT STRIPES, MARKINGS, AND MARKERS DISTURBED DURING CONSTRUCTION. ALL STRIPING IS PER STATE STANDARD PLANS. CURB PAINTING, PAVEMENT STRIPES, MARKINGS, AND MARKERS ARE NOT SHOWN ON THESE PLANS.

AIR RELEASE VALVE ARVASPHALT CONCRETE ACASSESSOR'S PARCEL NUMBER APN

BACK FLOW REGULATOR BFRBEGIN CURVE BC
CABLE TV VAULT CVLTCAST IRON C.I.COMMUNICATION COMM
DIAMETER ØDROP INLET DIDUCTILE IRON D.I.

ELECTRICAL METER EMTELECTRICAL PANEL EPNLELECTRICAL PULL BOX ELPBELECTRICAL VAULT EVLTEXISTING EXIST.FACE OF CURB F.O.C.FIRE HYDRANT FHFLANGE FLG

GAS METER GMGUY WIRE GUY

HIGH PRESSURE HP

INVERT INVIRRIGATION CONTROL BOX ICB
LEFT LTMAXIMUM MAX.MINIMUM MIN.MECHANICAL JOINT MJ

OVERHEAD WIRE OHWOCCUPATIONAL SAFETY AND HEALTH ADMINISTRATION OSHA

POLYVINAL CHLORIDE PVCPORTLAND CEMENT CONCRETE PCCRIGHT RT

SLOPE SSEWER CLEANOUT SCOSEWER MANHOLE SMHSIGN SNSIDEWALK DRAIN SWK DRNSTORM DRAIN MANHOLE SDMH

TELEPHONE MANHOLE TMHTRAFFIC SIGNAL BOX TSBTRAFFIC SIGNAL STANDARD TSGTYPICAL TYP

UTILITY VAULT UVLT

WATER METER WMWATER VALVE WVWATER VAULT WVLT
PP
WMWV

SMHSDMH
FH
GV

PROJECT AREA MAP
WVLT
ARV
HORIZONTAL CONTROL POINT 8058 (PIN IN CONCRETE IN MONUMENT WELL AT THE

CENTERLINE INTERSECTION OF JOHNSON AND BISHOP) AS PUBLISHED IN THE CITY OF SAN LUIS OBISPO 2007 HORIZONTAL CONTROL NETWORK. CITY NETWORK IS BASED ON THE NORTH AMERICAN DATUM OF 1983 (NAD83) EPOCH DATE 1991.35, ZONE 5 CALIFORNIA.

VERTICAL CONTROL BENCHMARK 61 (L&T AT THE BCR AT THE SOUTHWEST CORNER OF JOHNSON AND BISHOP) AS PUBLISHED IN THE CITY OF SAN LUIS OBISPO 2007 BENCHMARK SYSTEM. CITY'S BENCHMARK SYSTEM IS BASED ON THE NORTH AMERICA VERTICAL DATUMOF 1988 (NAVD88).

BISHOP
STREET
PUMP

STATION
CONTROL POINT 8058
BENCHMARK 61
general notes: legend:
datum:
abbreviations:
index to plans
sheet no. description

APPROVED BY
SPECIFICATION NO. DATE
of
SHEET
san luis obispo county, california
Brian A. Nelson, City Engineer R.C.E. C79870 Approved Date 15 07-03-2023 2000578

JOHNSON WATERLINE

REPLACEMENT - IRIS TO BISHOP
FILE NO./LOCATION 1
[MO DAY, YEAR]
No. C 79870
CISLO.220498
ATTENTION:
811 El Capitan Way, Suite 130
San Luis Obispo, CA 93401
805-787-0326 | www.mnsengineers.com
100% DESIGN - NOT FOR CONSTRUCTION

SIERRA WAY

JOHNSON AVENUE

BISHOP STREET

AUGUSTA COURT

CECELIA

KENDRA COURT

BINNS COURT KRISTY COURT

FIXLIINI STREET IRIS STREET SKYLARK LANE WILDING LANE ELLA STREET 2 GENERAL SITE CONDITIONS
SHEET 3

ALIGNMENT A
SHEET 4

ALIGNMENT A
SHEET 5

ALIGNMENT A
SHEET 6

ALIGNMENT A
SHEET 7

ALIGNMENT A
SHEET 8

ALIGNMENT A
SHEET 9

ALIGNMENT B
SHEET 10

ALIGNMENT C

GENERAL PIPELINE CONDITIONS

WATER MAIN INSTALLATION NOTES

SHEET LAYOUT PLAN
CITY SPECIFICATION NO.DATE:
of
SHEET NO.DESIGNED BY:DRAWN BY:CHECKED BY:APPROVED BY:SCALE:PLAN FILE NO. / LOCATION

NOTES AND SHEET LAYOUT PLAN
15 07-03-2023

AS NOTED
NEP
TNH
JAD
NEP

JOHNSON WATERLINE REPLACEMENT -

IRIS TO BISHOP
2000578
CISLO.220498
ATTENTION:
811 El Capitan Way, Suite 130
San Luis Obispo, CA 93401
805-787-0326 | www.mnsengineers.com
SHEET 11

ALIGNMENT D
100% DESIGN - NOT FOR CONSTRUCTION
SHEET 12

ALIGNMENT D

NO U TURN
SDMH
BFR DI

60.4'

ELLA STREET

PLAN VIEW
20' 20' 0'
HORIZ: 1"=20'

PROFILE VIEW
20' 20' 0'
HORIZ: 1"=20'
VERT: 1"=5'
10+00 11+00 12+00 13+00
310
320330300
310320330300
14+00 14+50

CONSTRUCTION NOTES

IRIS STREET
CITY SPECIFICATION NO.DATE:
of
SHEET NO.DESIGNED BY:DRAWN BY:CHECKED BY:APPROVED BY:SCALE:PLAN FILE NO. / LOCATION 3 15
07-03-2023

AS NOTED
NEP
TNH
JAD
NEP

JOHNSON WATERLINE REPLACEMENT -

IRIS TO BISHOP
ALIGNMENT A STA. 10+00 TO 14+50 JOHNSON AVENUE
2000578
CISLO.220498

XXXXXXXXXX
XXXXXX

ELLA STREET
100% DESIGN - NOT FOR CONSTRUCTION

62.3'

PLAN VIEW
20' 20' 0'
HORIZ: 1"=20'

PROFILE VIEW
20' 20' 0'
HORIZ: 1"=20'
VERT: 1"=5'
15+00 16+00 17+00
320
330340310
320330340310
14+50 18+00 19+00

FIXLINI STREET
CITY SPECIFICATION NO.DATE:
of
SHEET NO.DESIGNED BY:DRAWN BY:CHECKED BY:APPROVED BY:SCALE:PLAN FILE NO. / LOCATION 4 15
07-03-2023

AS NOTED
NEP
TNH
JAD
NEP

JOHNSON WATERLINE REPLACEMENT -

IRIS TO BISHOP
ALIGNMENT A STA. 14+50 TO 19+00 JOHNSON AVENUE
2000578
CISLO.220498

CONSTRUCTION NOTES
XXXXX
X
XX
100% DESIGN - NOT FOR CONSTRUCTION

62.9'

PLAN VIEW
20' 20' 0'
HORIZ: 1"=20'

PROFILE VIEW
20' 20' 0'
HORIZ: 1"=20'
VERT: 1"=5'
19+00 20+00 21+00 22+00
340
350360330
360370380350
23+00 23+50

FIXLINI STREET
CITY SPECIFICATION NO.DATE:
of
SHEET NO.DESIGNED BY:DRAWN BY:CHECKED BY:APPROVED BY:SCALE:PLAN FILE NO. / LOCATION 5 15
07-03-2023

AS NOTED
NEP
TNH
JAD
NEP

JOHNSON WATERLINE REPLACEMENT -

IRIS TO BISHOP
ALIGNMENT A STA. 19+00 TO 23+50 JOHNSON AVENUE
2000578
CISLO.220498
XXXXX
XXX
100% DESIGN - NOT FOR CONSTRUCTION

CONSTRUCTION NOTES

301 390.57 MONF BC PNCH

62.4'

4.1'

27.9'

2.7'

29.3'
1 PLAN VIEW
20' 20' 0'
HORIZ: 1"=20'

PROFILE VIEW
20' 20' 0'
HORIZ: 1"=20'
VERT: 1"=5'
24+00 25+00 26+00 27+00
370
380390
370380390
23+50 28+00

BISHOP STREET

BISHOP STREET
CITY SPECIFICATION NO.DATE:
of
SHEET NO.DESIGNED BY:DRAWN BY:CHECKED BY:APPROVED BY:SCALE:PLAN FILE NO. / LOCATION MATCH LINE STA.
28+20
(SEE SHEET 7)
28+20
6 15
07-03-2023

AS NOTED
NEP
TNH
JAD
NEP

JOHNSON WATERLINE REPLACEMENT -

IRIS TO BISHOP
ALIGNMENT A STA. 23+50 TO 28+20 JOHNSON AVENUE
2000578
CISLO.220498
XXXXXX
XXXXX

CONSTRUCTION NOTES
100% DESIGN - NOT FOR CONSTRUCTION

16034 363.06 MONF 1/8 NL IN MW 16035 363.82 MON WELL LID GUY

EVLT PP PP UVLT EVLT PP

0.6' 40.1'

20.2' 20.2' 20.2'

15.7'

PLAN VIEW
20' 20' 0'
HORIZ: 1"=20'

PROFILE VIEW
20' 20' 0'
HORIZ: 1"=20'
VERT: 1"=5'
28+20 29+00 30+00 31+00
360
370380350
360370380350
32+00 32+50

JOHNSON AVENUEJOHNSON AVENUE
CITY SPECIFICATION NO.DATE:
of
SHEET NO.DESIGNED BY:DRAWN BY:CHECKED BY:APPROVED BY:SCALE:PLAN FILE NO. / LOCATION 7 ALIGNMENT A STA. 28+20 TO 32+50 BISHOP STREET
15 07-03-2023

AS NOTED
NEP
TNH
JAD
NEP

JOHNSON WATERLINE REPLACEMENT -

IRIS TO BISHOP
2000578
CISLO.220498
XXXXXX
X

CONSTRUCTION NOTES
100% DESIGN - NOT FOR CONSTRUCTION

SMH
SDMH
PP 120398805
TRENCH
TRENCH

FOVLT FOPB

38.3'

20.6'

PLAN VIEW
20' 20' 0'
HORIZ: 1"=20'

PROFILE VIEW
20' 20' 0'
HORIZ: 1"=20'
VERT: 1"=5'
33+00 34+00
360
370380350
360370380350
32+50
STA 34+17.04 RT 6.65
N. 2296175.56
E. 5771350.93
CITY SPECIFICATION NO.DATE:
of
SHEET NO.DESIGNED BY:DRAWN BY:CHECKED BY:APPROVED BY:SCALE:PLAN FILE NO. / LOCATION STA 34+12.48 RT 1.28
N. 2296174.43
E. 5771357.89
8 ALIGNMENT A STA. 32+50 TO 34+17 BISHOP STREET
15 07-03-2023

AS NOTED
NEP
TNH
JAD
NEP

JOHNSON WATERLINE REPLACEMENT -

IRIS TO BISHOP
2000578
CISLO.220498
XXXX
XXXX

CONSTRUCTION NOTES
100% DESIGN - NOT FOR CONSTRUCTION

CONDUIT INSTALLATION DETAIL

50+00
370
380390
51+00 51+93
370
380390
360 360
3MO
301 390.57 MONF BC PNCH
PP
TFMR

64.0'

16.4'

15.7'

16.0'

16.0'

PLAN VIEW
20' 20' 0'
HORIZ: 1"=20'

PROFILE VIEW
20' 20' 0'
HORIZ: 1"=20'
VERT: 1"=5'

BISHOP STREETBISHOP STREET
CITY SPECIFICATION NO.DATE:
of
SHEET NO.DESIGNED BY:DRAWN BY:CHECKED BY:APPROVED BY:SCALE:PLAN FILE NO. / LOCATION

PLAN VIEW - INTERSECTION DETAIL
10' 10' 0'
HORIZ: 1"=10'

BISHOP STREET
9 ALIGNMENT B STA. 50+00 TO 51+92 JOHNSON AVENUE
15 07-03-2023

AS NOTED
NEP
TNH
JAD
NEP

JOHNSON WATERLINE REPLACEMENT -

IRIS TO BISHOP
2000578
CISLO.220498

XXXXXXX
XXXXXX

CONSTRUCTION NOTES
100% DESIGN - NOT FOR CONSTRUCTION

ICB
PP
TVLT

TELECOM PB
TFMR

64.0'

16.0'
SHEET NO.

PLAN VIEW
20' 20' 0'
HORIZ: 1"=20'

PROFILE VIEW
20' 20' 0'
HORIZ: 1"=20'
VERT: 1"=5'
60+00 61+00 62+00 63+00
390
400380 390
400410
64+00 64+43

CONNECTION POINT
INV ELEV 412.00
N. 2296626.62
E. 5772284.67

JOHNSON AVENUE
CITY SPECIFICATION NO.DATE:
of
SHEET NO.DESIGNED BY:DRAWN BY:CHECKED BY:APPROVED BY:SCALE:PLAN FILE NO. / LOCATION STA 64+07.73
N. 2296597.61
E. 5772304.37
STA 60+00
N. 2296365.26
E. 5771969.33
370 380
10 ALIGNMENT C STA. 60+00 TO 64+43 PUMP STATION EASEMENT 15 07-03-2023

AS NOTED
NEP
TNH
JAD
NEP

JOHNSON WATERLINE REPLACEMENT -

IRIS TO BISHOP
2000578
CISLO.220498

XXXXXXXXX

XXXXXXXX

CONSTRUCTION NOTES
100% DESIGN - NOT FOR CONSTRUCTION

NO PARKING PASSENGER LOADING SL 25
EVLT
DI TG=297.12
INV=295.30'
PP 120398432
AD TG=303.77
INV=303.27'
PP 120843444

NO U TURN
CVLT

RT LN TRN RT
PP 120398430
SDMH

SWK SWK SWK

SWK SWK SWK
BFR
UVLT
DI DI

60.4' PLAN VIEW
20' 20' 0'
HORIZ: 1"=20'
20' 20' 0'
HORIZ: 1"=20'
VERT: 1"=5' CITY SPECIFICATION NO.

DATE:
of
SHEET NO.DESIGNED BY:DRAWN BY:CHECKED BY:APPROVED BY:SCALE:PLAN FILE NO. / LOCATION 11 15
07-03-2023

AS NOTED
NEP
TNH
JAD
NEP

JOHNSON WATERLINE REPLACEMENT -

IRIS TO BISHOP
ALIGNMENT D STA. 75+00 TO 80+00 ELLA STREET
2000578
CISLO.220498
75+00 76+00
310
320300290
77+00 78+00
310
320300
290
79+00

PROFILE VIEW
330 330285 285
100% DESIGN - NOT FOR CONSTRUCTION CONSTRUCTION NOTES 3732851 59XX636465 XXXX STA 78+98.66
N. 2297435.99
E. 5770769.50

JOHNSON AVENUE

JOHNSON AVENUE

SIERRA WAY
80+00

SHEET NO.

CITY SPECIFICATION NO.DATE:
of
DESIGNED BY:DRAWN BY:CHECKED BY:APPROVED BY:SCALE:PLAN FILE NO. / LOCATION 12 ALIGNMENT D STA. 80+00 TO 82+73 ELLA STREET
15 07-03-2023

AS NOTED
NEP
TNH
JAD
NEP

JOHNSON WATERLINE REPLACEMENT -

IRIS TO BISHOP
2000578
CISLO.220498
100% DESIGN - NOT FOR CONSTRUCTION

PLAN VIEW
20' 20' 0'
HORIZ: 1"=20'
20' 20' 0'
HORIZ: 1"=20'
VERT: 1"=5'
80+00 81+00
290
300280270
82+00 83+00
290
300280
270
84+00

PROFILE VIEW
310 310265 265

CONSTRUCTION NOTES
3 5165

BINNS COURT
STA 82+72.93
N. 2297222.49
E. 5770459.39

URN
SDMH
BFR DI

60.4'

62.3'
301 390.57 MONF BC PNCH
ELPB
2 16.4'

15.7'
CITY SPECIFICATION NO.DATE:
of
SHEET NO.DESIGNED BY:DRAWN BY:CHECKED BY:APPROVED BY:SCALE:PLAN FILE NO. / LOCATION 13 15
07-03-2023

AS NOTED
NEP
TNH
JAD
NEP

JOHNSON WATERLINE REPLACEMENT -

IRIS TO BISHOP

STORM DRAIN REPLACEMENT
2000578
CISLO.220498
100% DESIGN - NOT FOR CONSTRUCTION

CONSTRUCTION NOTES
XX

FIXLINI STREET

JOHNSON AVENUE

BISHOP STREET

ELLA STREET

BISHOP STREET

JOHNSON AVENUE JOHNSON AVENUE

JOHNSON AVENUE

JOHNSON AVENUE

JOHNSON AVENUE

PLAN VIEW
20' 20' 0'
HORIZ: 1"=20'

PLAN VIEW
20' 20' 0'
HORIZ: 1"=20'

PLAN VIEW
20' 20' 0'
HORIZ: 1"=20'

16"Ø D.I. WATERLINE
EXISTING 16"Ø PIPE CAP
16"Ø D.I. MECHANICAL

JOINT PIPE CAP
EXISTING 16"Ø
D.I. WATERLINE

EXISTING ABANDONED
16"Ø C.I. WATERLINE
EXISTING 16"Ø 45° FITTING
AND THRUST BLOCK (TYP OF 2)

EXISTING RESTRAINED

MECHANICAL JOINT

7.1' ±
16"Ø D.I. WATERLINE
16"Ø D.I. PIPE CAP
16"Ø D.I. 45° FITTING
EXISTING 16"Ø PVC

WATERLINE
16"Ø D.I.

WATERLINE
REMOVE EXISTING 16"Ø D.I.

WATERLINE TO APPROXIMATE

LIMITS SHOWN
16"Ø D.I. 45° FITTING

THRUST BLOCK PER CITY OF SAN LUIS
OBISPO STANDARD DETAIL 8610 (TYP OF 2)

2.0'

10.3'

6.0'

5.0'

3.0'

THRUST BLOCK PER

CITY OF SAN LUISOBISPO STANDARD
DETAIL 8610

THRUST BLOCK PER CITY

OF SAN LUIS OBISPO
STANDARD DETAIL 8610
16"Ø D.I. WATER LINE
16"Ø BUTTERFLY VALVE (FLG X MJ)
(TYP OF 2)
8"Ø RESILIENT WEDGE GATE VALVE (FLG X MJ)
16"Ø D.I. WATER LINE
8"Ø D.I. WATER LINE
16"Ø X 16"Ø X 8"Ø TEE (FLG) 16" RESTRAINED
MECHANICAL JOINT (TYP OF 2)
8" RESTRAINED
MECHANICAL JOINT (TYP OF 2)
8"Ø 45° FLG X MJ ELBOW
4"Ø 45° ELBOW (MJ)
4"Ø D.I. WATER LINE

INSTALL BLIND FLANGE ON EXISTING
12" X 8" D.I. TEE
4"Ø RESTRAINED

TRANSITION COUPLING
EXISTING 4" C.I.

WATER MAIN
8"Ø X 4"Ø FLG X MJ REDUCER
4" RESTRAINED
MECHANICAL JOINT (TYP OF 3)

THRUST BLOCK PER CITY OF SAN LUIS
OBISPO STANDARD DETAIL 8610

THRUST BLOCK PER CITY OF SAN
LUIS OBISPO STANDARD DETAIL 8610
(TYP OF 2)
DEMOLISH AND REMOVE EXISTING 8" X 4"
REDUCER, 4" GATE VALVE, AND 4"Ø

WATERLINE TO APPROXIMATE LIMITS SHOWN

THRUST BLOCK PER CITY OF SAN LUIS
OBISPO STANDARD DETAIL 8610
CAP EXISTING 4"Ø STEEL PIPE
EXISTING 4"Ø STEEL PIPE

REMOVE ANDDISPOSE EXISTING
10" GATE VALVE
16"Ø D.I. WATER LINE
16"Ø D.I. WATER LINE
16"Ø BUTTERFLY VALVE
(FLG X MJ)
16"Ø MECHANICAL JOINT
RESTRAINT (TYP OF 4)
16" X 10" REDUCER(FLG)
10"Ø GATE VALVE
(FLG X MJ)
10"Ø MECHANICAL JOINT
RESTRAINT (TYP OF 5)
10"Ø GATE VALVE (FLG X MJ)
(TYP OF 3)
16"Ø TEE (FLG)
12"Ø GATE VALVE
(FLG X MJ)
12" X 10" CROSS (FLG)

PROVIDE THRUST BLOCK PER

CITY OF SAN LUIS OBISPO
STANDARD DETAIL 8610
12"Ø MECHANICAL JOINT
RESTRAINT (TYP OF 2)
12"Ø GATE VALVE
(FLG X MJ)
(TYP OF 3)
12"Ø D.I. WATER LINE
EXISTING 12" D.I. WATER
LINE
10"Ø RESTRAINED

FLANGE COUPLING

ADAPTER, ROMAC

FLCA OR EQUAL
10"Ø GATE VALVE
(FLG X MJ)
10"Ø RESTRAINED

TRANSITION

COUPLING
NEW 10" D.I. WATER LINE
EXISTING 10" PVC

WATER LINE
10"Ø D.I. WATER LINE
10"Ø

RESTRAINED

TRANSITION

COUPLING
EXISTING 10"Ø PVC

WATER LINE
12"Ø RESTRAINED

TRANSITION COUPLING
16"Ø TEE (FLG) 16"Ø BUTTERFLY VALVE
(FLG X MJ)
16"Ø D.I. WATER LINE
16"Ø RESTRAINED

FLANGE COUPLING

ADAPTER, ROMAC

FLCA OR EQUAL
6' 8'

THRUST BLOCK PER CITY OF SAN LUIS
OBISPO STANDARD DETAIL 8610

THRUST BLOCK PER CITY

OF SAN LUIS OBISPO
STANDARD DETAIL 8610

THRUST BLOCK PER CITY OF

SAN LUIS OBISPO
STANDARD DETAIL 8610
16"Ø D.I. WATER LINE
16"Ø BUTTERFLY VALVE (FLG X MJ)
(TYP OF 2)
16"Ø D.I. WATER LINE
16"Ø X 10"Ø TEE (FLG)
10"Ø RESILIENT WEDGE GATE VALVE (FLG X MJ)
10"Ø D.I. WATER LINE
16" RESTRAINED

MECHANICAL JOINT
(TYP OF 2)
10" RESTRAINED

MECHANICAL JOINT
REMOVE AND DISPOSE EXISTING 10"

TAPPING GATE VALVE
10"Ø D.I. WATER LINE
EXISTING 16"Ø D.I. WATER

LINE TO BE ABANDONED
EXISTING 16"Ø D.I. WATER

LINE TO BE ABANDONED
16"Ø CAP MJ
16"Ø CAP MJ
REMOVE EXISTING 16" TAPPING

GATE VALVE AND PROVIDE TO CITY

DEMOLISH AND REMOVE EXISTING
16" C.I. WATER MAIN, TAPPING

SLEEVE, AND THRUST BLOCK
EXISTING 10"Ø PVC

WATER LINE
10" RESTRAINED TRANSITION COUPLING

THRUST BLOCK PER CITY OF SAN LUIS
OBISPO STANDARD DETAIL 8610
16"Ø D.I. WATER LINE
16"Ø BUTTERFLY VALVE (FLG X MJ) (TYP OF 2)
10"Ø RESILIENT WEDGE GATE VALVE (FLG X MJ)
16"Ø D.I. WATER LINE
10"Ø D.I. WATER LINE
16"Ø X 10"Ø CROSS (FLG)

PROVIDE THRUST BLOCK PER

CITY OF SAN LUIS OBISPO
STANDARD DETAIL 8610
10"Ø TEE (FLG)
10"Ø RESILIENT WEDGE GATE VALVE (FLG X MJ)
(TYP OF 2)
10"Ø D.I. WATER LINE

8.3'
10"X8" CONCENTRIC

REDUCER (FLG)
8"Ø D.I. WATER LINE
8"Ø 90°

ELBOW (MJ)
16" RESTRAINED
MECHANICAL JOINT (TYP OF 2)
10" RESTRAINED
MECHANICAL JOINT (TYP OF 8)
8"Ø RESTRAINED TRANSITION COUPLING
8"Ø WATER CONTRACTOR TO VERIFY

MATERIAL
10" RESTRAINED TRANSITION COUPLING
3' ± EXISTING 10" WATER LINE
10"Ø 45° ELBOW (MJ)
10"Ø 45° RESTRAINED

ELBOW (MJ)
8" RESTRAINED MECHANICAL JOINT (TYP OF 3)
10"Ø D.I. WATER LINE

THRUST BLOCK PER CITY OF SAN

LUIS OBISPO STANDARD DETAIL
8610 (TYP OF 2)

THRUST BLOCK PER CITY OF SAN LUIS
OBISPO STANDARD DETAIL 8610 (TYP OF 2)
8" RESILIENT WEDGE

GATE VALVE (FLG X MJ)
16"Ø D.I. MECHANICAL
JOINT PIPE CAP (TYP OF 2)
EXISTING 16"Ø PVC

WATERLINE
EXISTING 8"Ø C.I.

WATERLINE
16"Ø D.I. WATERLINE
EXISTING 10"Ø

PVC WATERLINE

TO BISHOP PUMP STATION
EXISTING 10"Ø TEE (MJ)
CAP EXISTING 12"Ø

TAPPING TEE WITH

BLIND FLANGE
16"Ø D.I. 90° FITTING
(MJ)

DEMOLISH AND REMOVE EXISTING
10" GATE VALVE, 10"Ø WATERLINE,

THRUST BLOCK, AND FITTING TO

APPROXIMATE LIMITS SHOWN
CITY SPECIFICATION NO.DATE:
of
SHEET NO.DESIGNED BY:DRAWN BY:CHECKED BY:APPROVED BY:SCALE:PLAN FILE NO. / LOCATION 16"Ø D.I. WATERLINE
12"Ø D.I. WATERLINE
EXISTING 16"Ø C.I. WATERLINE TO BE

ABANDONED IN PLACE PER CITY OF

SAN LUIS OBISPO STANDARD DETAIL
6050
CONNECT TO EXISTING 16"Ø D.I.

WATERLINE WITH 16"Ø

RESTRAINED TRANSITION

COUPLING
JOHNSON AVE AND IRIS ST CONNECTION DETAIL STA 10+00 1
N.T.S.

BISHOP STREET AND AUGUSTA COURT CONNECTION DETAIL STA 33+53 6 N.T.S.

JOHNSON AVE AND PUMP STATION EASEMENT CONNECTION DETAIL STA 51+91 7 N.T.S.
16"Ø RESTRAINED

MECHANICAL JOINT
(TYP OF 2)
16"Ø RESTRAINED MECHANICAL JOINT
(EBAA SERIES 1100)
(TYP OF 3)
CUT EXISTING 16"Ø PVC WATERLINE ANDCONNECT TO CUT END WITH 16"Ø RESTRAINED

TRANSITION COUPLING (ROMAC ALPHA

COUPLING OR APPROVED EQUAL)
EXISTING 16"Ø C.I. WATERLINE TO

BE ABANDONED IN PLACE PER

CITY OF SAN LUIS OBISPO
STANDARD DETAIL 6050
EXISTING 12"Ø C.I. WATERLINE

TO BE ABANDONED IN PLACE

PER CITY OF SAN LUIS OBISPO
STANDARD DETAIL 6050
REMOVE EXISTING 16"Ø D.I.

WATERLINE AND APPURTENANCES TO

APPROXIMATE LIMITS SHOWN
PROVIDE JOINT RESTRAINTS ONEXISTING 16"Ø PVC WATERLINE WITHIN 20' OF NEW 45° FITTING
EXISTING 12"Ø 90°

FITTING
14 DETAILS 1
15 07-03-2023

AS NOTED
NEP
TNH
JAD
NEP

JOHNSON WATERLINE REPLACEMENT -

IRIS TO BISHOP
2000578
CISLO.220498
JOHNSON AVE AND IRIS ST CONNECTION DETAIL STA 10+27 2
N.T.S.

JOHNSON AVE AND BISHOP STREET CONNECTION DETAIL STA 27+84 4 N.T.S.

BISHOP STREET AND SIERRA WAY CONNECTION DETAIL STA 31+43 5 N.T.S.

JOHNSON AVE AND ELLA STREET CONNECTION DETAIL STA 14+11 3 NOTE: DEMOLISH AND REMOVE EXISTING N.T.S.

WATER INFRASTRUCTURE IN CONFLICTWITH NEW CONSTRUCTION.

NOTE: DEMOLISH AND REMOVE EXISTING
WATER INFRASTRUCTURE IN CONFLICTWITH NEW CONSTRUCTION. CAP ANY OPEN

PIPE ENDS OF WATER MAINS TO REMAIN
WITH MECHANICAL JOINT CAP.

NOTE: DEMOLISH AND REMOVE EXISTING
WATER INFRASTRUCTURE IN CONFLICTWITH NEW CONSTRUCTION. CAP ANY OPEN

PIPE ENDS OF WATER MAINS TO REMAIN
WITH MECHANICAL JOINT CAP.
10" FOSTER ADAPTER AND

RESTRAINED CAP (MJ)
16"Ø D.I. WATERLINE
NOTE: DEMOLISH AND REMOVE EXISTING
WATER INFRASTRUCTURE IN CONFLICTWITH NEW CONSTRUCTION.
100% DESIGN - NOT FOR CONSTRUCTION
CONNECT ELBOW TO EXISTING 16" BUTTERFLY
VALVE AND 2' OF 16"Ø D.I. PIPE TO EXISTING

MECHANICAL JOINT

10"Ø RESTRAINED

TRANSITION COUPLING
10"Ø RESILIENT WEDGE

GATE VALVE (FLG X MJ)
10" RESTRAINED MECHANICAL
JOINT (TYP OF 2)
EXISTING 10" PVC WATER LINE
10"Ø D.I.

WATER LINE
10"Ø TEE (FLG)

THRUST BLOCK PER CITY OF SAN LUIS
OBISPO STANDARD DETAIL 8610
10"Ø RESTRAINED FLANGE

COUPLING ADAPTER, ROMAC

FLCA OR EQUAL
8"Ø PVC C900 DR 18

WATER LINE
EXISTING 10"Ø PVC

WATER LINE
EXISTING 10"Ø PVC

WATER LINE
INSTALL 8"Ø BLIND FLANGE
CUT AND CAP 8"Ø PVC WATER MAIN REMOVE 12" MIN. OF 8"
PVC C900 WATER MAIN
REMOVE EXISTING 12"Ø D.I. PIPE AND
12" 45° FLG X MJ D.I. FITTING, AND
INSTALL NEW PIPING PER DETAIL 10,

THIS SHEET

CONNECT TO EXISTING
12"Ø D.I. FLANGED

PRESSURE RELIEF VALVE

FENCE TO BE REMOVED

AS NEEDED AND

REPLACED IN KIND

APPLY COATING TOABOVE GRADE PIPING

PER SPECIFICATIONS

EXISTING FITTINGS

TO REMAIN

5.0'

30.2'±

THRUST BLOCK PER CITY

OF SAN LUIS OBISPO
STANDARD DETAIL 8610
8"Ø PVC C900 DR 18

WATER LINE
EXISTING 6"Ø PVC WATER
LINE
REMOVE AND DISPOSEEXISTING 6"Ø GATE VALVE
INSTALL 6"Ø BLIND FLANGE
ON EXISTING 8" X 6" TEE
INSTALL 6"Ø CAP ON 6"Ø

PVC WATER LINE
10"Ø RESTRAINED COUPLING
10"Ø TEE (FLG)
10"Ø RESILIENT WEDGE

GATE VALVE (FLG X MJ)
(TYP OF 3)
10" RESTRAINED MECHANICAL
JOINT (TYP OF 2)
EXISTING 10" PVC WATER LINE
10" X 8" REDUCER
10"Ø D.I. WATER LINE

THRUST BLOCK PER CITY OF SAN LUIS
OBISPO STANDARD DETAIL 8610
8"Ø RESTRAINED COUPLING
8"Ø D.I. WATER LINE
8" RESTRAINED

MECHANICAL JOINT
CITY SPECIFICATION NO.DATE:
of
SHEET NO.DESIGNED BY:DRAWN BY:CHECKED BY:APPROVED BY:SCALE:PLAN FILE NO. / LOCATION 15 DETAILS 2
15 07-03-2023

AS NOTED
NEP
TNH
JAD
NEP

JOHNSON WATERLINE REPLACEMENT -

IRIS TO BISHOP
2000578
CISLO.220498
ELLA STREET AND SIERRA WAY CONNECTION DETAIL STA 78+98 11 N.T.S.

JOHNSON AVE 8" ABANDONMENT DETAIL 13
N.T.S.

EXISTING 12"Ø PRESSURE RELIEF

VALVE (FLG)
REMOVE EXISTING 12"Ø C.I.

WATERLINE AND APPURTENANCES TO

APPROXIMATE LIMITS SHOWN

TO BISHOP

PUMP STATION
12"Ø D.I. SPOOL (FLG)
BISHOP PUMP STATION CONNECTION DETAIL STA 64+08 9
N.T.S.

NOTE: SEE DETAIL 9, THIS SHEET FOR

ADDITIONAL CONNECTION
POINT INFORMATION.

EXISTING 12"Ø C.I. WATERLINE
EXISTING 12"Ø 90° FITTING

BLIND FLANGE
16"x12" CONCENTRIC REDUCER (FLG)
12"Ø D.I. GATE VALVE (FLG)
12"Ø RESTRAINED FLANGE

ADAPTER (ROMAC RFCA, OR EQUAL)

EXISTING THRUST BLOCK
BISHOP PUMP STATION CONNECTION DETAIL STA 64+08 10
N.T.S.
2" MANUAL AIR RELEASE

ASSEMBLY, TO MATCH EXISTING

DOUBLE STRAP

SERVICE SADDLE PER

CITY STANDARDS
12"Ø D.I. SPOOL (FLG)
12"Ø D.I. 45° FITTING (FLG)
16"Ø RESTRAINED FLANGE ADAPTER
(ROMAC RFCA, OR EQUAL)
16"Ø D.I. WATERLINE
12"Ø D.I. PIPE CAP (MJ)
NOTE: DEMOLISH AND REMOVE EXISTING
WATER INFRASTRUCTURE IN CONFLICTWITH NEW CONSTRUCTION. CAP ANY OPEN

PIPE ENDS OF WATER MAINS TO REMAIN
WITH MECHANICAL JOINT CAP.

NOTE: DEMOLISH AND REMOVE EXISTING
WATER INFRASTRUCTURE IN CONFLICTWITH NEW CONSTRUCTION.

EASEMENT 6" ABANDONMENT DETAIL 14 NOTE: DEMOLISH AND REMOVE EXISTING N.T.S.

WATER INFRASTRUCTURE IN CONFLICTWITH NEW CONSTRUCTION.

EXISTING BISHOP

STREET PUMP STATION
100% DESIGN - NOT FOR CONSTRUCTION
12"Ø D.I. TEE (FLG)
12"Ø D.I. GATE VALVE (FLG)
12"Ø D.I. BLIND FLANGE
10"Ø D.I. WATERLINE
10"Ø D.I. WATERLINE
ELLA STREET AND BINNS COURT CONNECTION DETAIL STA 82+73 12 NOTE: DEMOLISH AND REMOVE EXISTING N.T.S.

WATER INFRASTRUCTURE IN CONFLICTWITH NEW CONSTRUCTION. CAP ANY OPEN

PIPE ENDS OF WATER MAINS TO REMAIN
WITH MECHANICAL JOINT CAP.

SPECIAL PROVISIONS
FOR

CITY OF SAN LUIS OBISPO
Johnson Waterline Replacement - Iris to Bishop
Specification No. 2000578
July 2023

PUBLIC WORKS DEPARTMENT

ENGINEERING DIVISION
919 Palm Street
San Luis Obispo, CA 93401
(805) 781-7200

Johnson Waterline Replacement – Iris to Bishop
Phase 1
Specification No. 200578
Approval Date: July 18,2023
<<Signature Date>>
July 6, 2023

TABLE OF CONTENTS
NOTICE TO BIDDERS ..................................................................................................... I BID SUBMISSION ...................................................................................................................................... I BID DOCUMENTS .................................................................................................................................... II PROJECT INFORMATION ........................................................................................................................ II QUALIFICATIONS .................................................................................................................................... III AWARD .................................................................................................................................................... IV ACCOMMODATION .................................................................................................................................. V BID FORMS .................................................................................................................... A BID ITEM LIST FOR JOHNSON WATERLINE REPLACEMENT – IRIS TO BISHOP, SPECIFICATION NO. 2000578 ............................................................................................................................................. A LIST OF SUBCONTRACTORS ................................................................................................................ C PUBLIC CONTRACT CODE SECTION 10285.1 STATEMENT .............................................................. D PUBLIC CONTRACT CODE SECTION 10162 QUESTIONNAIRE ......................................................... D PUBLIC CONTRACT CODE SECTION 10232 STATEMENT .................................................................. E LABOR CODE SECTION 1725.5 STATEMENTS .................................................................................... E NON-COLLUSION DECLARATION .......................................................................................................... F BIDDER ACKNOWLEDGEMENTS .......................................................................................................... G QUALIFICATIONS .................................................................................................................................... H ATTACH BIDDER'S BOND TO ACCOMPANY BID ................................................................................... I SPECIAL PROVISIONS .................................................................................................. 1 DIVISION I GENERAL PROVISIONS ....................................................................................................... 1 1 GENERAL ........................................................................................................................................... 1 4 SCOPE OF WORK ............................................................................................................................. 1 7 LEGAL RELATIONS AND RESPONSIBILITY TO THE PUBLIC ....................................................... 1 8 PROSECUTION AND PROGRESS ................................................................................................... 3 9 PAYMENT ........................................................................................................................................... 8 DIVISION II GENERAL CONSTRUCTION ............................................................................................. 10 12 TEMPORARY TRAFFIC CONTROL .............................................................................................. 10 77 LOCAL INFRASTRUCTURE .......................................................................................................... 11 DIVISION IX TRAFFIC CONTROL DEVICES ......................................................................................... 15 84 MARKINGS ..................................................................................................................................... 15 DIVISION XIII APPENDICES .................................................................................................................. 15 APPENDIX A - FORM OF AGREEMENT ....................................................................... 0 APPENDIX B – SHUT DOWN MAPS .............................................................................. 3

NOTICE TO BIDDERS
i

NOTICE TO BIDDERS

BID SUBMISSION
Sealed bids will be received by the City of San Luis Obispo at the Public Works Administration Office located at 919 Palm Street, San Luis Obispo, California 93401, until 11:00 a.m. on August XX, 2023
at which time they will be publicly opened and read aloud. Public bid opening may be viewed via Microsoft Teams video conference call. In person attendance will be permitted.

Use the following link:
or join by phone with this number: 1 ( with Conference ID:

Submit bid in a sealed envelope plainly marked:

Johnson Waterline Replacement – Iris to Bishop, Specification No. 2000578 Any bid received after the time and date specified will not be considered and will be returned to the bidder unopened. Bids received by Fax or Email will not be considered.

By submission of bid you agree to comply with all instruction and requirements in this notice and the contract documents.

All bids must be submitted on the Bid Item List form(s) provided and submitted with all other Bid Forms included in these Special Provisions.

Each bid must be accompanied by either a:

1. certified check

2. cashier's check

3. bidder's bond
made payable to the City of San Luis Obispo for an amount equal to ten percent of the bid amount as a guaranty. Guaranty will be forfeited to the City San Luis Obispo if the bidder, to whom the contract is awarded, fails to enter into the contract.

The City of San Luis Obispo reserves the right to accept or reject any or all bids or waive any informality in a bid.

All bids are to be compared based on the City Engineer's estimate of the quantities of work to be done, as shown on the Bid Item List.

Bids will only be accepted from bidders that are licensed in compliance with the provisions of Chapter 9, Division III of Business and Professions Code.

The award of the contract, if awarded, will be to the lowest responsive bid submitted by a responsible contractor whose bid complies with the requirements prescribed. If the

NOTICE TO BIDDERS

NOTICE TO BIDDERS
ii
contract is awarded, the contract will be awarded within 60 calendar days after the opening of the bids.

Failure to raise defects in the notice to bidders or bid forms prior to bid opening constitute a waiver of those defects.

BID DOCUMENTS
A copy of the plans and special provisions may be downloaded, free of charge, from the City’s website at:
www.slocity.org/government/department-directory/public-works/public-works-bidsproposals No printed copies are available for purchase at the City office.

Standard Specifications and Engineering Standards referenced in the Special Provisions may be downloaded, free of charge, from the City’s website at:
www.slocity.org/government/department-directory/public-works/documentsonline/construction-documents You are responsible to obtain all issued addenda prior to bid opening. Addenda will be available to download at the City’s website listed above or at the office of the City Engineer.

Contact the project manager, Nathan Garcia Nava at (805) 783-7865 or the Public Works Department at (805) 781-7200 prior to bid opening to verify the number of addenda issued.

PROJECT INFORMATION
In general, the project includes the construction of approximately 4,000 linear feet of 10- inch, and 16-inch waterline and associated facilities. Contractor’s bid shall include work as depicted on the Project Plans and in conformance with these special provisions, and City of San Luis Obispo, Department of Public Works, Standard Specifications and Engineering Standards August 2020 Edition.

The project estimated construction cost is $4,000,000
Contract time is established as 120 working days.

The fixed liquidated damages amount is established at $500 per day for failure to complete the work within the contract time.

NOTICE TO BIDDERS

NOTICE TO BIDDERS
iii
In compliance with section 1773 of the Labor Code, the State of California Department of Industrial Relations has established prevailing hourly wage rates for each type of workman. Current wage rates may be obtained from the Division of Labor at:
https://www.dir.ca.gov/oprl/DPreWageDetermination.htm
This project is subject to compliance monitoring and enforcement by the Department of Industrial Relations.

QUALIFICATIONS
You must possess a valid Class A or Class C34 Contractor's License at the time of the bid opening.

You and any subcontractors required to pay prevailing wage must be registered with the Department of Industrial Relations pursuant to Section 1725.5 of the Labor Code.

You must have experience constructing projects similar to the work specified for this project. Provide three similar reference projects completed as either the prime or subcontractor. All referenced projects must have been completed within the last five years from this project’s bid opening date.

One of the three reference projects must have been completed under contract with a city, county, state or federal government agency as the prime contractor.

All of the referenced projects must be for potable waterline construction of a minimum 1,000 linear feet of potable waterline installed within public roadways, with the majority of the pipeline having a diameter of 8 inches or greater.

Failure to provide reference projects as specified in this section and as required on the qualification form is cause to reject a bid as being non-responsive.

The City reserves the right to reject any bid based on non-responsiveness if a bidder fails to provide a bid that complies with all bidding instructions.

The City reserves the right to reject a responsive bid based on the non-responsibility of the bidder if the Director of Public Works or Designee finds, after providing notice and a hearing to the bidder, that the bidder lacks the

1. knowledge

2. experience,

3. or is otherwise not responsible
as defined in Section 3.24 of the San Luis Obispo Municipal Code to complete the project in the best interest of the City.

Rejected bidders may appeal this determination. Appeal must comply with the requirements in this Notice to Bidders.

NOTICE TO BIDDERS

NOTICE TO BIDDERS
iv
It is the City of San Luis Obispo’s intent to award the contract to the lowest responsive bid submitted by a responsible bidder. If in the bidder’s opinion the contract has been or may be improperly awarded, the bidder may protest the contract award.

Protests must be filed no later than five working days after either:

1. bid opening date

2. notification of rejected bid.

Protest must be in writing and received by the project manager located at:
919 Palm Street
San Luis Obispo, CA 93401.

Valid protests must contain the following information:

1. the reasons for the protest

2. any supporting documentation

3. the ruling expected by the City to remedy the protest.

Any protest not containing all required information will be deemed invalid and rejected.

The City will consider additional documentation or other supporting information regarding the protest if submitted in compliance to the specified time limits. Anything submitted after the specified time limit will be rejected and not be considered.

The Director of Public Works or Designee may request additional information to be submitted within three days of the request, unless otherwise specified, and will notify the protester of ruling within ten days of determination.

If the protester is not satisfied with ruling, the protester may appeal the ruling to the City Council in compliance with Chapter 1.20 of the City of San Luis Obispo Municipal Code.

Pursuant to the Public Records Act (Government Code, § 6250, et seq.), the City will make public records available upon request.

AWARD
The lowest bidder will be determined using the TOTAL PROJECT BID.

As a condition to executing a contract with the City, two bonds each equal to one hundred percent of the total contract price are required in compliance with Section 3-1.05 of the Standard Specifications.

You may substitute securities for moneys withheld under the contract in compliance with the provisions of the Public Contract Code, Section 10263.

NOTICE TO BIDDERS

NOTICE TO BIDDERS
v

ACCOMMODATION
If any accommodations are needed to participate in the bid process, please contact Argelia Chang at (805) 781-7200 or by Telecommunications Device for the Deaf at (805) 781-7107. Requests should be made as early as possible in the bidding process to allow time for accommodation.

BID FORMS
A

BID FORMS
All bid forms must be completed and submitted with your bid. Failure to submit these forms and required bid bond is cause to reject the bid as nonresponsive. Staple all bid forms together.

THE UNDERSIGNED, agrees that they have carefully examined:

1. the location of the proposed work

2. the plans and specifications

3. read the accompanying instructions to bidders
and propose to furnish all:

4. materials

5. labor
to complete all the required work satisfactorily in compliance with

6. plans

7. specifications

8. special provisions
for the prices set forth in the bid item list:

BID ITEM LIST FOR JOHNSON WATERLINE REPLACEMENT – IRIS TO BISHOP, SPECIFICATION NO. 2000578
Item Item Unit of Estimated Item Price Total
No. SS(1) Description Measure Quantity (in figures) (in figures) 1 77 POTHOLING LS 1
2 77 16-INCH RESTRAINED JOINT
D.I. CL 250 WATERLINE LF 3150
3 77 10-INCH PVC D.I. CL 350
WATERLINE LF 850
4 77
4-INCH HDPE DR17 DIPS

TEMPORARY BYPASS

WATERLINE
LF 715
5 77 TIE-IN ON JOHNSON AVE.
(STA 10+00) LS 1
6 77 TIE-IN AT JOHNSON AVE. AND
IRIS ST. (STA 10+31) LS 1
7 77
TIE-IN AT JOHNSON AVE. AND
ELLA ST. WEST OF JOHNSON
(STA 14+11)
LS 1
8 77 TIE-IN AT JOHNSON AVE. AND
BISHOP ST. (STA 27+84) LS 1
9 77 TIE-IN AT BISHOP ST. AND
SIERRA WAY (STA 31+43)
LS 1
10 77 TIE-IN AT BISHOP ST. AND
AUGUST ST. (STA 34+17)
LS 1
11 77

CONNECTION AT JOHNSON
AVE. AND PUMP STATION
EASEMENT (STA 51+91)
LS
1

BID FORMS

BID FORMS
B
Item Item Unit of Estimated Item Price Total
No. SS(1) Description Measure Quantity (in figures) (in figures) 12 77 TIE-IN AT BISHOP ST. PUMP
STATION (STA 64+08) LS 1
13 77 TIE-IN AT ELLA STREET AND
SIERRA WAY (STA 78+99) LS 1
14 77 TIE-IN AT ELLA STREET AND
BINNS COURT (STA 82+73) LS 1
15 77 COATING AT BISHOP ST.

PUMP STATION LS 1
16 77 ABANDON EXISTING WATER
FACILITIES LS 1
17 77 REMOVE EXISTING WATER
MAIN LF 1500
18 64
12-INCH STORM DRAIN

REPLACEMENT AT JOHNSON

AVENEUE AND ELLA STREET
LF 90
19 64
48-INCH STORM DRAIN

REPLACEMENT AT JOHNSON

AVENEUE AND FIXLINI
STREET
LF 35
20 64
18-INCH STORM DRAIN

REPLACEMENT AT JOHNSON

AVENEUE AND BISHOP
STREET
LF 130
21 86 CONDUIT IN WATERLINE
TRENCH TWO-2” CONDUITS LF 3150
22 77 REPLACE WATER SERVICE
LATERALS (TYPE I – SHORT) EA 6
23 77 REPLACE WATER SERVICE
LATERALS (TYPE II – LONG)
EA 14
24 77

REPLACE WATER SERVICE
LATERALS (TYPE III –

COMPLETE)
EA
15 25 77

INSTALL FIRE HYDRANT,

BURY, LATERAL, AND GATE
VALVE
EA 2
26 77 RECONNECT 4” FIRE
SERVICE LATERAL EA 1
27 77 AIR RELEASE VALVE EA 1
28 77 RECONNECT WATER
SAMPLING STATION EA 1
29 84 PAVEMENT MARKINGS AND
TRAFFIC STRIPING LS 1
30 78 TIE-IN CENTERLINE
MONUMENT EA 3
31 78 RESET CENTERLINE
MONUMENT EA 3
32 20 RESTORE LANDSCAPING AND
LANDSCAPE IRRIGATION LS 1
33 12 TRAFFIC CONTROL LS 1
34 12 TWO CHANGEABLE MESSAGE
SIGNS LS 1

BID FORMS

BID FORMS
C
Item Item Unit of Estimated Item Price Total
No. SS(1) Description Measure Quantity (in figures) (in figures) 35 14

OSHA COMPLIANCE

INCLUDING SHORING AND

BRACING
LS 1
36 19 HARD ROCK EXCAVATION CY 400
Bid Total (or Base Bid) $
Company Name:
(1) refers to section in the Standard Specifications, with modifications in the Special Provisions, that describe required work.

LIST OF SUBCONTRACTORS
Pursuant to Section 4100 of the Public Contracts Code and section 2-1.33C of the standard specifications, the Bidder is required to furnish the following information for each Subcontractor performing more than 1/2 percent (0.5%) of the total base bid. Do not list alternative subcontractors for the same work. Subcontracting must not total more than fifty percent (50%) of the submitted bid except as allowed in section 5-1.13 of the standard specifications.

For Streets & Highways projects, subcontractors performing less than ten thousand dollars ($10,000) worth of work need not be mentioned. Subcontractors required to pay prevailing wage, must be registered with the Department of Industrial Relations pursuant to Labor Code section 1725.5 to be listed.

NOTE: If there are no subcontractors, write “NONE” and submit with bid.

Name Under Which
Subcontractor is Licensed License Number
DIR Public
Works
Registration
Number
Address and Phone
Number of Office, Mill or
Shop
Specific
Description of
Subcontract
% of
Total
Base
Bid

BID FORMS

BID FORMS
D

Attach additional sheets as needed.

PUBLIC CONTRACT CODE SECTION 10285.1 STATEMENT
In compliance with Public Contract Code Section 10285.1 (Chapter 376, Stats. 1985), the bidder hereby declares under penalty of perjury under the laws of the State of California that the bidder, or any subcontractor to be engaged by the bidder, has ____, has not ____ been convicted within the preceding three years of any offenses referred to in that section, including any charge of fraud, bribery, collusion, conspiracy, or any other act in violation of any state or federal antitrust law in connection with the bidding upon, award of, or performance of, any public works contract, as defined in Public Contract Code Section 1101, with any public entity, as defined in Public Contract Code Section 1100, including the Regents of the University of California or the Trustees of the California State University. The term "bidder" is understood to include any partner, member, officer, director, responsible managing officer, or responsible managing employee thereof, as referred to in Section 10285.1.

NOTE: The bidder must place a check mark after "has" or "has not" in one of the blank spaces provided. The above Statement is part of the Bid. Signing this Bid on the signature portion constitute signature of this Statement. Bidders are cautioned that making a false certification may subject the certifier to criminal prosecution.

PUBLIC CONTRACT CODE SECTION 10162 QUESTIONNAIRE
In compliance with Public Contract Code Section 10162, the Bidder must complete, under penalty of perjury, the following questionnaire:

Has the bidder, any officer of the bidder, or any employee of the bidder who has a proprietary interest in the bidder, ever been disqualified, removed, or otherwise prevented from bidding on, or completing a federal, state, or local government project because of a violation of law or a safety regulation?
Yes No
If the answer is yes, attach a letter explaining the circumstances

BID FORMS

BID FORMS
E
PUBLIC CONTRACT CODE SECTION 10232 STATEMENT
In compliance with Public Contract Code Section 10232, you hereby state under penalty of perjury, that no more than one final unappealable finding of contempt of court by a federal court has been issued against you within the immediately preceding two-year period because of your failure to comply with an order of a federal court which orders you to comply with an order of the National Labor Relations Board.

LABOR CODE SECTION 1725.5 STATEMENTS
The bidder has delinquent liability to an employee or the state for any assessment of back wages or related damages, interest, fines, or penalties pursuant to any final judgment, order, or determination by a court or any federal, state, or local administrative agency, including a confirmed arbitration award. Any judgment, order, or determination that is under appeal is excluded, provided that the contractor has secured the payment of any amount eventually found due through a bond or other appropriate means.

Yes No
The bidder is currently debarred under Section 1777.1 or under any other federal or state law providing for the debarment of contractors from public works.

Yes No
NOTE: The above Statements and Questionnaire are part of the Bid. Signing this Bid on the signature portion constitute signature of this Statement and Questionnaire. Bidders are cautioned that making a false certification may subject the certifier to criminal prosecution.

BID FORMS

BID FORMS
F

NON-COLLUSION DECLARATION
I, , declare that
I am of ,
the party making the foregoing bid that the bid is not made in the interest of, or on behalf of, any undisclosed person, partnership, company, association, organization, or corporation; that the bid is genuine and not collusive or sham; that the bidder has not directly or indirectly induced or solicited any other bidder to put in a false or sham bid, and has not directly or indirectly colluded, conspired, connived, or agreed with any bidder or anyone else to put in a sham bid, or that anyone refrained from bidding; that the bidder has not in any manner, directly or indirectly, sought by agreement, communication, or conference with anyone to fix the bid price of the bidder or any other bidder, or to fix any overhead, profit, or cost element of the bid price, or of that of any other bidder, or to secure any advantage against the public body awarding the contract of anyone interested in the proposed contract; that all statements contained in the bid are true; and, further, that the bidder has not, directly or indirectly, submitted his or her bid price or any breakdown thereof, or the contents thereof, or divulged information or data relative thereto, or paid, and will not pay, any fee to any corporation, partnership, company association, organization, bid depository, or to any member or agent thereof to effectuate a collusive or sham bid.

Executed on , 20 , in __
I declare under penalty of perjury under the laws of the State of California that the foregoing is true and correct.

(Signature and Title of Declarant)
(SEAL)
Subscribed and sworn to before me
this _______day of _________, 20_____

Notary Public
Company Name:____________________

BID FORMS

BID FORMS
G

BIDDER ACKNOWLEDGEMENTS
By signing below, the bidder acknowledges and confirms that this bid is based on the information contained in all contract documents, including the notice to bidders, plans, specifications, special provisions, and addendum number(s) . (Note: You are responsible to verify the number of addenda prior to the bid opening.)
The undersigned further agrees that in case of default in executing the required contract, with necessary bonds, within eight days, (not including Saturdays, Sundays, and legal holidays), after having received a mailed notice that the contract is ready for signature, the proceeds of the check or bond accompanying his bid will become the property of the City of San Luis Obispo.

Licensed in accordance with an act providing for the registration of contractors, License No. , Expiration Date .

The above statement is made under penalty of perjury, and any bid not containing this information "will be considered non-responsive and will be rejected” by the City.

Signature of Bidder
(Print Name and Title of Bidder)
DIR– Public Works
Registration No:

Business Name (DBA):

Owner/Legal Name:

Indicate One: Sole-proprietor  Partnership Corporation List Partners/Corporate Officers:

Name Title
Name Title
Name Title
Business Address
Street Address
Mailing Address
City, State, Zip Code
Phone Number
Fax Number
Email Address
Date

BID FORMS

BID FORMS
H

QUALIFICATIONS
Failure to furnish complete reference information ON THIS FORM, as specified in this project’s Notice to Bidders and indicated below, is cause to reject the bid. Additional information may be attached but is not a substitute for this form.

Reference Number 1
Customer Name & Contact Individual
Telephone & Email
Project Name (Site Address):

Did this project install a minimum of
1,000 LF of waterline within public
roadways?
Yes □ No □
Describe the services provided and how this project is similar to that which is being bid:

Date project completed:

Was this contract for a public agency?
Yes □ No □
Reference Number 2
Customer Name & Contact Individual
Telephone & Email
Project Name (Site Address):

Did this project install a minimum of
1,000 LF of waterline within public
roadways?
Yes □ No □
Describe the services provided and how this project is similar to that which is being bid:

Date project completed:

Was this contract for a public agency?
Yes □ No □
Reference Number 3
Customer Name & Contact Individual
Telephone & Email
Project Name (Site Address):

Did this project install a minimum of
1,000 LF of waterline within public
roadways?
Yes □ No □
Describe the services provided and how this project is similar to that which is being bid:

Date project completed:

Was this contract for a public agency?
Yes □ No □

BID FORMS

BID FORMS
I

ATTACH BIDDER'S BOND TO ACCOMPANY BID
Know all men by these presents:

That we ____________________________________________, AS PRINCIPAL, and _______________________________________________________, AS SURETY, are held and firmly bound unto the City of San Luis Obispo in the sum of:
____________________________________________________ Dollars (_____________) to be paid to said City or its certain attorney, its successors and assigns; for which payment, well and truly to be made, we bind ourselves, our heirs, executors and administrators, successors or assigns, jointly and severally, firmly by these presents:

THE CONDITION OF THIS OBLIGATION IS SUCH, that if the certain bid of the above bounden ______________________________________________________________________ to construct ___________________________________________________________________ (insert name of street and limits to be improved or project) dated _____________________ is accepted by the City of San Luis Obispo, and if the above bounden _______________________________________________________, his heirs, executors, administrators, successors, and assigns shall duly enter into and execute a contract for such construction and shall execute and deliver the two bonds described within ten (10) days (not including Saturdays, Sundays, or legal holidays) after the above bounden,
______________________________________________________, has received notice by and from the said City of San Luis Obispo that said contract is ready for execution, then this obligation shall become null and void; otherwise, it shall be and remain in full force and virtue.

IN WITNESS WHEREOF, we hereunto set our hands and seals this ___ day of ______, 20____.

Bidder Principal:

Signature Date
Title:

Surety:

Bidder's signature is not required to be notarized. Surety's signature must be notarized.

Equivalent form may be substituted
(Rev. 6-30-14)

SPECIAL PROVISIONS
1 SPECIAL PROVISIONS

ORGANIZATION
Special provisions are under headings that correspond with the main section heading of the Standard Specifications. Each special provision begins with a revision clause that describes or introduces a revision to the Standard Specifications. Any paragraph added or deleted by a revision clause does not change the paragraph number of the Standard Specifications for any other reference to a paragraph of the Standard Specifications.

DIVISION I GENERAL PROVISIONS
1 GENERAL
Add to Section 1-1.01 GENERAL:

The work must be done in compliance with the City of San Luis Obispo, Department of Public Works:

1. Johnson Avenue 16 Inch Waterline Replacement Project Phase 1 Special Provisions

2. City of San Luis Obispo Standard Specifications and Engineering Standards – 2020 edition and as amended in these special provisions

3. State of California, Department of Transportation Standard Specifications and Standard Plans – 2015 edition
In case of conflict between documents, governing ranking must comply with section 5-

1.02 of the City of San Luis Obispo’s Standard Specifications.

Failure to comply with the provisions of these sections is a material breach of contract:

4. Sections 5 through 8 of the Standard Specifications

5. Section 12 through 15 of the Standard Specifications

6. Section 77-1 of the Standard Specifications

7. Section 81 of the Standard Specifications

8. authorized working hours

9. OSHA compliance
4 SCOPE OF WORK
Add to Section 4-1.03 WORK DESCRIPTION:

Comply with the provisions of Section(s) 12, 77, and 84 for general, material, construction, and payment specifics.
7 LEGAL RELATIONS AND RESPONSIBILITY TO THE PUBLIC
Add to Section 7-1.03B PUBLIC CONVENIENCE, Traffic Control Plan

SPECIAL PROVISIONS

SPECIAL PROVISIONS
2 All work except required nighttime waterline tie-ins shall be completed during normal working hours. Normal working hours within public streets and rights-ofway are limited as follows:

When San Luis Coastal Unified School District (SLCUSD) is not in session, working hours shall be between 7:00 a.m. and 4:00 p.m. SLCUSD is not in session from June 9, 2023 through August 16, 2023, and from December 21, 2023 through January 5, 2024.

When SLOUSD is in session, working hours shall be Mondays from 9:30 a.m. to 2:00 p.m., and Tuesdays through Fridays from 9:00 a.m. to 2:00 p.m.

Waterline tie-ins required to be completed as night work shall be constructed between 7:00 p.m. and 3:00 a.m. and set up and clean up times for the night work shall be between 6:00 p.m. and 4:00 a.m.

NIGHT WORK
Night work is permitted separately. Night work shall comply with the restrictions set forth in the permit by the City of San Luis Obispo Community Development.

Night work is defined as work between the hours of 7:00 P.M. and 7:00 A.M (Sunday through Wednesday). Night work will not be allowed on Thursday, Friday, and Saturday.

Prior to commencing the project, the contractor must notify businesses and residences within 300 feet of the worksite about proposed night work.

Any portable or fixed equipment that produces noise (such as generators, concrete saws, jack hammers, etc.) must be equipped with sound blankets, temporary sound barriers, or other attenuating devices so as to limit impacts to adjoining properties.

When not in use, equipment must be kept in its lowest (quietest) idling state or switched off to limit noise impacts.

Any portable lighting must be shielded and/or directed away from adjacent properties. Loudspeakers or other similar forms of communication is prohibited.

Contractor will provide lighting for all operations, no exceptions are to be made.

Any contractor personnel working outside the lights will be directed to return to a lighted area or the operation must be stopped.

All contractor work vehicles, including heavy equipment, backhoes, trenching machines must have two working headlights and taillights. Vehicles without

SPECIAL PROVISIONS

SPECIAL PROVISIONS
3 appropriate lighting will be kept from working until they are brought to compliance.

Illumination level of 10-foot candles is required for all nighttime operations, which will normally be achieved with light plants or balloon lights. All lighting fixtures must be mounted and directed in manner precluding glare to approaching traffic.

For any work between 7:00 p.m. and 7:00 a.m., the Contractor shall obtain a night work permit from the City of San Luis Obispo Community Development Department
Provide traffic control plan and traffic control application at or before the preconstruction meeting. Traffic control plan must be drawn to scale. Traffic control application may be obtained on the City’s website:
www.slocity.org/government/department-directory/public-works/documentsonline/construction-documents Upon approval of the traffic control plan, the City will issue a no-fee Encroachment Permit. Permittee is responsible to comply with all conditions of the traffic control plan. Complete work using due diligence to restore free flowing of traffic. 8 PROSECUTION AND PROGRESS
Replace the 1st paragraph in Section 8-1.02A SCHEDULE, General with:

Provide a Level 1 schedule for this work.

Add Section 8-1.02B(5) SCHEDULE, Level 1 Critical Path Method Schedule – Order of Work:

The City reserves the right to direct the order of work in the interest of maintaining water service to the City's customers. No direction from the City regarding the order of work will entitle the Contractor to additional compensation or adjustment of the contract time.

The delineated Order of Work does not preclude concurrent work activities. The Contractor's schedule of work shall be reviewed and accepted by the City.

In general, the following summarizes the recommended sequence of major waterline work activities to be accomplished:

1. Prepare and submit a construction schedule and all applicable material submittals. Obtain necessary permits.

SPECIAL PROVISIONS

SPECIAL PROVISIONS
4 2. Prepare and distribute Notifications to businesses and adjacent residences affected by the waterline construction as required in these Contract Documents and the Standard Specifications. The Contractor shall also provide "handdelivered" Notifications a minimum of three working days prior to construction activities that affect water service to City customers.

3. Pothole to ascertain the size, quantity, materials, and horizontal and vertical locations of all existing utilities shown on the plans or as identified by USA markings, including but not limited to connection points, waterlines, sewer lines, storm drains, gas lines, telephone lines, electrical lines, and other such utilities where there are utility crossings or potential conflicts between proposed facilities and existing facilities. Determine existing materials and fittings required to tie into existing water mains.

4. Install temporary bypass pipeline on Ella Court, pressure test and disinfect.

Shutdown No. 1 – Ella/Bins Shutdown: Coordinate with the City to complete shutdown.

See Shutdown Maps, Appendix B.

5. Install a tee and fittings at the intersection of Binns Court and Ella Street (STA 82+73). Connect Tee to Binns Court and to PRV. Valve to Binns Court to remain closed until waterline in Ella Street is installed and tested.

6. Install reducer and connect to bypass pipeline on Ella Street.

7. Install cap on existing 10” cast iron water main in Ella Street at Binns Court east of tee.

End Shutdown No. 1

8. Tie over services in Ella from the existing cast iron main to the temporary bypass pipeline.

Shutdown No. 2 – Sierra/Ella Shutdown: Coordinate with the City to complete shutdown. See Shutdown Maps, Appendix B.

9. Install 10” tee at Ella Street and Sierra Way (STA 78+99) with new valves. Valve to Sierra Way to remain closed until waterline in Ella Street is installed and tested.

End Shutdown No. 2

10. City will close valve on Johnson Avenue. Contractor to install cap on existing 10” cast iron waterline at the intersection of Johnson Avenue and Ella Street (STA 14+11).

SPECIAL PROVISIONS

SPECIAL PROVISIONS
5 11. Install 10” waterline on Ella Street from the intersection of Johnson Avenue and Ella Street (STA 75+00) to the intersection of Ella Street and Sierra way (STA 78+99).

12. Install 10” waterline on Ella Street from the intersection of Ella Street and Sierra Way (STA 78+99) to the intersection of Ella Street and Binns Court (Approx. STA 82+70).

13. Install 16” waterline on Johnson Avenue from Ella Street (STA 14+11) to existing DI connection point (STA 10+00).

14. Successfully flush, disinfect and pressure test the new 16” DI waterline on Johnson Avenue from STA 10+00 to the intersection of Johnson Avenue and Ella Street (STA 14+11) and 10” DI waterline on Ella Street from the intersection of Johnson Avenue and Ella Street (STA 75+00) to Binns Court (STA 82+70). Flush and pass both the bacteria and pressure testing requirements. Disinfection water shall be dechlorinated prior to discharge or disposal.

Shutdown No. 3 – Johnson/Iris High Pressure Tie-in: Coordinate with the City to complete shutdown. See Shutdown Maps, Appendix B. This tie in shall be completed as night work.

15. Tie in new 16” DI waterline to existing DI connection point at STA 10+00.

16. Cut and cap the existing 16” cast iron waterline on the southwest side of the Ella Street and Johnson Avenue intersection (STA 14+15).

End Shutdown No. 3

17. Abandon existing 16” cast iron waterline on Johnson Avenue from STA 10+00 to STA 14+15.

18. Tie over services on Ella Street from bypass pipeline to new 10” waterline.

Shutdown No. 4 – Ella Tie-in: Coordinate with the City to complete shutdown. See Shutdown Maps, Appendix B.

19. Connect 10” waterline on Ella Street to tee at the intersection of Ella Street and Binns Court (STA 78+99).

End Shutdown No. 4

20. Abandon or remove temporary bypass pipeline on Ella Street.

Shutdown No. 5 – Iris Tie-in: Coordinate with the City to complete shutdown. See Shutdown Maps, Appendix B.

SPECIAL PROVISIONS

SPECIAL PROVISIONS
6 21. Install tie in from existing 4” cast iron waterline on Iris Street to new 16” waterline (STA 10+31). Install 8” blind flange on 12” waterline in Johnson Avenue.

End Shutdown No. 5

22. Install tie in from new 16” waterline to Ella Street east of Johnson Avenue (STA 14+11.

23. Install 16” waterline from the intersection of Johnson Avenue and Ella Street (STA 14+11) to the intersection of Johnson Avenue and Bishop Street (STA 27+84).

24. Successfully flush, disinfect and pressure test the new 16” waterline from the intersection of Johnson Avenue and Ella Street (STA 14+11 to the intersection of Johnson Avenue and Bishop Street (STA 27+84). Flush and pass both the bacteria and pressure testing requirements. Disinfection water shall be dechlorinated prior to discharge or disposal.

25. Install 16” waterline from the intersection of Johnson Avenue and Bishop Street (STA 27+84) to the intersection of Bishop Street and Augusta Street (STA 34+17).

26. Successfully flush, disinfect and pressure test the new 16” waterline from the intersection of Johnson Avenue and Bishop Street (STA 27+84) to near the intersection of Bishop Street and Augusta Street (STA 34+17). Flush and pass both the bacteria and pressure testing requirements. Disinfection water shall be dechlorinated prior to discharge or disposal.

Shutdown No. 6 – Bishop/Sierra Tie-in: Coordinate with the City to complete shutdown.

See Shutdown Maps, Appendix B.

27. Install tie in to existing 10” PVC waterline on Sierra Way to new 16” waterline (STA 31+43).

End Shutdown No. 6
Shutdown No. 7 – Bishop/Agusta Tie-in: Coordinate with the City to complete shutdown.

See Shutdown Maps, Appendix B.

28. Install tie in to existing 16” DI waterline on Bishop Street at Agusta Street to new 16” waterline (STA 34+17).

End Shutdown No. 7

SPECIAL PROVISIONS

SPECIAL PROVISIONS
7 29. Abandon existing 16” cast iron waterline from the intersection of Johnson Avenue and Ella Street (STA 14+11) to the intersection of Johnson Avenue and Bishop Street (STA 27+84) and on Bishop Street from the intersection of Johnson Avenue and Bishop Street (STA 27+84) to the intersection of Bishop Street and Augusta Street (STA 34+17).

Shutdown No. 8 – Johnson/Bishop Tie-in: Coordinate with the City to complete shutdown. See Shutdown Maps, Appendix B.

30. Install tie ins to existing 10” and 12” waterlines at the intersection of Johnson Avenue and Bishop Street (STA 27+84).

End Shutdown No. 8

31. Install 16” waterline from the intersection of Johnson Avenue and Bishop Street (STA 27+84) to near the Bishop Pump Station (Approx. STA 64+05).

Shutdown No. 9 – Bishop Pump Station Easement 6” Abandonment: Coordinate with the City to complete shutdown. See Shutdown Maps, Appendix B.

32. Abandon existing 6” cast iron and 8” PVC C900 pipeline within the Bishop Street Pump Station Easement (Approx. STA 60+11 to Approx STA 62+59).

33. Modify existing 10” PVC and 12” DI connection on Johnson Avenue at STA 51+91.

End Shutdown No. 9

34. Successfully flush, disinfect and pressure test the new 16” waterline from the intersection of Johnson Avenue and Bishop Street (STA 27+84) to near the Bishop Pump Station (Approx. STA 64+05). Flush and pass both the bacteria and pressure testing requirements. Disinfection water shall be dechlorinated prior to discharge or disposal.

35. Install tie in to the Bishop Pump Station (Approx. STA 64+43).

36. Install coatings at the Bishop Pump Station connection (STA 64+43), Tie In Notes:

1. To verify the necessary fittings required to tie into the existing water main and to prepare the site for the connection, the Contractor shall excavate the tie-in locations in the presence of the Engineer at least 48-hours prior to performing the connection work. Verification shall include identification of pipe type, location, elevation, alignment, and outer diameter of pipes where connection will be required.

SPECIAL PROVISIONS

SPECIAL PROVISIONS
8 2. All materials required to construct connections to the existing system and the Bishop Pump Station shall be delivered to the project site at least 24-hours in advance of any system shutdown. The Contractor shall distribute shutdown notices to affected property owners a minimum of 48 hours prior to shutdown.

Shutdown of existing waterlines shall not exceed 8 hours. Shutdown maps for customers impacted by shutdowns are included in Appendix B.

Full compensation for conforming to the requirements of this section shall be considered as included in the contract prices paid for the various items of work involved and no additional compensation will be allowed therefor.
9 PAYMENT
Add to Section 9-1.01 GENERAL with:

Work as specified in these specifications and as shown on the Plans for which no separate payment is provided in for in the Bid Item List will be considered a subsidiary obligation of the Contractor and the cost thereof shall be included in the applicable Contract prices for the item to which the work applies.

The following additional Bid Item descriptions are included for those atypical bid items not fully covered in the Standard Specifications:

BID ITEM 5 4-Inch HDPE DR17 DIPS Temporary Bypass Waterline: Payment for this bid item is paid per linear foot of temporary bypass waterline installed. This bid item shall include all the necessary labor, tools, materials, and equipment required to do the work, including temporary connections to existing services. This bid item also includes the work to remove or abandon the temporary bypass waterline.

BID ITEM 15 Coating at Bishop St. Pump Station: Payment for this bid item is on a lump sum basis. This bid item shall include all the necessary labor, tools, materials, and equipment required to do the work to install coatings on above grade piping at the Bishop Pump Station including surface preparation, coating application, curing, and touch-up.

BID ITEM 17 Abandon Existing Water Facilities: Payment for this bid item is on a lump sum basis. This bid item shall include all the necessary labor, tools, materials, and equipment required to do the work to abandon existing water facilities as required by Section 77-2.03H(1) of the Standard Specifications.

BID ITEM 17 Remove Existing Water Main: Payment for this bid item is paid per linear foot of existing water main removed to install new facilities, regardless of size of existing waterline, not including laterals. This bid item shall include all the necessary labor, tools, materials, and equipment required to do the work.

BID ITEM 21 Conduit in Waterline Trench - Two 2” Conduits: Payment for this bid item is paid per linear foot of dual conduits installed within a waterline trench. This bid item shall

SPECIAL PROVISIONS

SPECIAL PROVISIONS
9 include all the necessary labor, tools, materials, and equipment required to do the work above the costs necessary to install the associated waterline.

BID ITEM 26 Reconnect 4” Fire Service Lateral: Payment for this bid item is paid a per each basis. This bid item shall include all the necessary labor, tools, materials, and equipment required to do the work to connect the new waterline to the existing water meter for 1325-1375 Ella Street.

BID ITEM 29 Reconnect Water Sampling Station: Payment for this bid item is paid a per each basis. This bid item shall include all the necessary labor, tools, materials, and equipment required to do the work to replace the water service lateral from the new waterline to an existing water sampling station.

BID ITEM 29 Pavement Marking and Traffic Striping: Payment for this bid item is on a lump sum basis. This bid item shall include all the necessary labor, tools, materials, and equipment required to provide temporary pavement delineation per Section 12-6.01 of the Standard Specifications and permeant restoration of pavement marking and striping disturbed by the project.

BID ITEM 30 Tie-In Centerline Monument: Payment for this bid item is paid a per each basis. This bid item shall include all the necessary labor, tools, materials, and equipment required to do the work to tie-out existing monuments in accordance with Section 5-1.26A of the Standard Specifications, and filing corner records with the City.

BID ITEM 31 Reset Centerline Monument: Payment for this bid item is paid a per each basis. This bid item shall include all the necessary labor, tools, materials, and equipment required to do the work to replace monuments disturbed as part of the work in accordance with Section 5-1.36E of the Standard Specifications.

BID ITEM 32 Restore Landscaping and Landscape Irrigation: Payment for this bid item is on a lump sum basis. This bid item shall include all the necessary labor, tools, materials, and equipment required to do the work to restore landscaping and landscape irrigation damaged as a result of construction.

BID ITEM 33 Hard Rock Excavation: Payment for this bid item is on a per cubic yard basis. This bid item shall include all the necessary labor, tools, materials, and equipment required to do the work to excavate hard rock encountered within required excavations in excess of the work required to remove materials not meeting the specified definition of hard bedrock. Additional hard bedrock removed for the Contractor’s convenience and not required to complete the work will not be compensated.

Add to Section 9-1.02A MEASUREMENT, General with:

Contractor must submit a schedule of values for all lump sum bid items of work. The schedule of values must be submitted at the preconstruction conference. The schedule of values for each lump sum item must equal the total bid price for the item.

SPECIAL PROVISIONS

SPECIAL PROVISIONS
10 Add to Section 9-1.06A CHANGED QUANTITY PAYMENT ADJUSTMENTS, General:

Unit price adjustments specified per Section 9-1.06B, “Increases of More Than 25 Percent” and Section 9-1.06C, “Decrease of More Than 25 Percent,” of the Standard Specifications will not apply to the following bid items:

No. 38, Hard Rock Excavation

Payment for increased or decreased quantities shall be made at the bid item price.

DIVISION II GENERAL CONSTRUCTION
12 TEMPORARY TRAFFIC CONTROL
Add to Section 12-1.01 General:

Prior to the start of the construction, and for the duration of construction, the Contractor shall provide notification to the public regarding construction. A total of two Portable Changeable Message Signs (PCMS) shall be provided for a minimum of four (4) weeks prior to the start of work, within the project area, one facing each direction along Johnson Avenue at the limits of the project area. During construction, two PCMS shall be maintained within the work area, in locations determined by the City. The Contractor shall coordinate with the City on information to be provided on the PCMS.

Add to Section 12-6.01 General:

Prior to the end of each work day, and prior to any work area being opened to public traffic, the Contractor shall furnish temporary pavement markings.

Temporary pavement markings shall be new 4-inch wide removable tape with a pre-coated pressure-sensitive adhesive. Use tape that has demonstrated good performance in 6-month National Transportation Product Evaluation Program (NTPEP) tests for retroreflectivity, appearance, durability, removability, and residue. Provide reflectorized tape in all locations where existing pavement markings are removed. Temporary pavement marking color shall match the color of removed markings.
“Pavement Markings and Traffic Stripes” shall comply with the provisions in Section 84, “TRAFFIC STRIPES AND PAVEMENT MARKINGS” of the Standard Specifications and these specifications. All pavement markings and traffic stripes shall be replaced in kind. All final striping and traffic markings shall be installed within 5 calendar days of final course of asphalt concrete. If any portion of an existing traffic marking is disturbed, they shall be replaced in their entirety, including stop lines, channelizing lines, turning arrows, crosswalks, words, symbols, etc.

SPECIAL PROVISIONS

SPECIAL PROVISIONS
11 “Pavement Markers” shall comply with the provisions in Section 85, “PAVEMENT MARKERS” of the Standard Specifications and these specifications.

All pavement markers shall be replaced in kind.
77 LOCAL INFRASTRUCTURE
Add to Section 77-1.03A(1)(b) Sewerlines:

Repair or replacement of any sewer lateral damaged by the Contractor shall be the responsibility of the Contractor and at no additional cost to the City.

Add Section 77-1.03A(1)(c) Irrigation Lines:

Irrigation piping exits within the project area. Known irrigation lines that may be impacted exist between Johnson Avenue, and the parking lot near the Bishop Street Pump Station. The Contractor shall coordinate with the irrigation owner to turn off irrigation systems prior to impacting existing irrigation lines.

The Contractor shall coordinate with the County of San Luis Obispo Parks & Recreation Department with respect to the known irrigation lines.

The Contractor shall remove and replace any existing irrigation lines and controls that are disrupted during construction. All irrigation shall be replaced in kind.

Add to Section 77-2.02B(1) Ductile Iron Pipe:

8. All ductile iron fittings buried underground shall be protected from corrosion with plastic film wrap containing a biocide (V-Bio) in accordance with ANSI A21.5 and AWWA C105.

9. All ductile iron piping joints shall be fully restrained. Ductile iron pipe shall use TR FLEX joints by McWayne Ductile, U.S Pipe, or approved equal by American Pipe.

Replace Section 77-2.02B(1)4 with:

4. Have a pressure class 250 for 16-inch potable water systems and have a pressure class 350 for 12-inch and 10-inch potable water systems.

Add to Section 77-2.02C Joints and Fittings:

All ductile iron fittings shall be mechanical joints and conform to ANSI/AWWA C110/A21.10 unless otherwise noted. All ductile iron fittings shall be rated for a working pressure of no less than 350 psi.

Add Section 77-2.02H Thrust Restraint:

Thrust restraint on new ductile iron piping shall be accomplished with the integral bell and spigot joint restraint system of the specified pipe material type. For new ductile iron pipe where field modification is required, and for PVC pipe, joint