San Luis Obispo City Council
October 17, 2023

DRAFT - NOT FOR CONSTRUCTION
REMOVAL OF HEAVY METAL-BEARING COATINGS 099198-2
City of SLO Wash Water Tank No. 1 Rehabilitation - 20 Jul 2023

7. Department of Health and Safety.

8. CAL/OSHA including Title 8 and Section 5144.

9. Division 2, Health and Safety Code Chapter 6.5.

10. SSPC Guides 6 and 7.

11. San Luis Obispo County Air Pollution Control District (APCD).

1.02 RELATED WORK SPECIFIED ELSEWHERE
A. Coatings for Steel Water Tank: 099674.

1.03 SUBMITTALS
A. Submit Health and Safety Plan (HSP) per City Standard 14-11.01A.

B. Submit manufacturer's literature on equipment to be used for removal and packaging of contaminated materials.

C. Submit list of projects and owners where equipment has been used and list of projects which Contractor has performed removal of heavy metal-bearing or other contaminated materials.

D. Submit description of removal procedure including method, secondary precautions, containment, and limitations in removal and in the techniques used.

E. Submit description of procedures of packaging and transporting heavy metal-bearing material.

F. Submit manufacturer's catalog description of safety equipment and procedures.

G. Submit name of hazardous waste transporter including EPA license number and permit.

H. Submit name and address of hazardous waste disposal site where the contaminated material will be deposited including license number.

I. Submit completed uniform hazardous waste shipping manifest.

J. Submit completed inspection and test reports for monitoring requirements during removal operations.

1.04 PRECONSTRUCTION CONFERENCE
After review of submittal items and at least seven days prior to start of removal of the coating and fourteen days prior to the field application of the coating systems, submit a schedule and arrange for a conference with the paint contractor/applicator, Owner's Representative, Owner, coating manufacturer, and manufacturers of equipment to be used in the removal of the coatings to coordinate the following:

DRAFT - NOT FOR CONSTRUCTION
REMOVAL OF HEAVY METAL-BEARING COATINGS 099198-3
City of SLO Wash Water Tank No. 1 Rehabilitation - 20 Jul 2023 A. Safety equipment and procedures including personnel changing room.

B. Procedures for removal, containment, packaging, and transporting of heavy metalbearing and other materials.

C. Posting and access restrictions required during course of work.

D. Owner's inspection.

E. Specification compliance for removal and handling of heavy metal-bearing materials.

F. Schedule removal operation and transportation of heavy metal-bearing waste.

G. Weather limitations.

H. List of equipment for removal operations.

I. Manpower.

J. Surface preparation methods.

K. Specification compliance of blast abrasives and surface profile.

L. Schedule of blast cleaning and coating application.

M. List of equipment for cleaning and coating applications.

N. Weather limitations for acceptable work.

1.05 OBSERVATION OF WORK
A. The Owner's Representative will observe all phases of heavy metal-bearing coating removal and packaging of heavy metal-bearing materials for transporting. Contractor shall provide 24 hours' notice prior to removal or handling of heavy metal-bearing materials.

B. The Owner's Representative may monitor for airborne and site contamination for compliance with Title 8, California Code of Regulations, Section 5216 and Title 22 of the California Code of Regulations (Division 4.5).

C. Upon completion of the removal of the heavy metal‐bearing coatings and in the presence of the Owner's Representative, take smear samples at the removal surfaces and site samples to confirm the tank and site are free of contamination. No sand blasting, cutting, or demolition shall take place prior to the confirmation of these tests.

D. Upon the return of the smear and site contamination samples, a 4‐foot by 8‐foot area shall be sand blasted in accordance with SSPC SP‐6 and these specifications. This initial area shall be tented and kept in a negative atmospheric environment during blasting to contain all sand blasting materials. In the presence of the Owner's Representative, take

DRAFT - NOT FOR CONSTRUCTION
REMOVAL OF HEAVY METAL-BEARING COATINGS 099198-4
City of SLO Wash Water Tank No. 1 Rehabilitation - 20 Jul 2023 samples of the blast materials and test to determine whether heavy metals contamination is below the levels in Title 22 of the California Code of Regulations. While total lead content as high as 1,000 ppm is allowable under certain circumstances, the presence of soluble lead components is required to be less than 5 ppm for the soluble threshold limit concentration (STLC). This corresponds to a total threshold limit concentration (TTLC) level of less than 50 ppm. Unless data shows there is a significant insoluble component of lead in the waste paint‐sand mixtures, this latter limit of 50 ppm will be used as the criterion for defining the waste as hazardous. If the level is higher than 50 ppm but STLC testing yields soluble lead of less than 5 ppm, the waste would not be classified as hazardous as long as the total lead (TTLC) is less than 1,000 ppm.

E. The Contractor shall be responsible for monitoring personnel in accordance with Title 8, California Code of Regulations, Section 5216 and OSHA 29 CFR 1926.62.

1.06 MEASUREMENT AND PAYMENT
Payment for disposal of heavy metal-contaminated wastes shall be in accordance with the lump-sum amount as shown in the bid item list.

PART 2 - MATERIALS

2.01 PACKAGING HAZARDOUS WASTE
Containers for packaging heavy metal-bearing waste shall meet EPA and Department of Transportation requirements for hazardous materials.

2.02 GROUND COVERS
Manufacture tarpaulins for ground cloths and diapers of material that cannot be contaminated with dust particles impregnated into the fabric.

2.03 EQUIPMENT
A. Use equipment designed for removal of hazardous materials that will not contaminate the environment with its own generated material or the removed material and will not generate additional hazardous waste beyond the coating material removed.

B. Equipment shall be vacuum needle guns with HEPA type filters as manufactured by Pentek, Inc., or equal. A centrifugal shot blast system with vacuum disposal and HEPA filters may be used for horizontal surfaces. Coordinate equipment with selected containment per sections 3.02 and 3.03 below.

2.04 CONDITION OF EQUIPMENT
Equipment shall be in good working order and seals and filters shall be maintained to prevent contamination beyond the disposal system.

DRAFT - NOT FOR CONSTRUCTION
REMOVAL OF HEAVY METAL-BEARING COATINGS 099198-5
City of SLO Wash Water Tank No. 1 Rehabilitation - 20 Jul 2023 PART 3 - EXECUTION

3.01 LIMITATIONS ON REMOVAL OF COATING
A. The specified limitations for the removal of contaminated coatings are intended to prevent airborne soil and water contamination of the project site and area adjacent to the project site.

B. No removal shall take place when weather conditions prevent full containment of removed material.

C. No removal shall take place in rain, snow, or winds greater than 5 mph without Owner's Representative's inspection.

D. The Owner may allow removal when winds are above 5 mph if equipment and procedures demonstrate full containment of removed material.

3.02 CONTAINMENT SYSTEM
A. Provide a containment system that encapsulates the tank and connected appurtenances in accordance with SSPC‐Guide 6, Class 1A for abrasive blast cleaning and 1P power tool cleaning. Provide ventilation to balance the static pressure with the input airflow to prevent collapsing the containment encapsulation due to high negative pressure.

B. The containment encapsulation structure shall control paint overspray.

C. The containment encapsulation system shall be in place during all abrasive blasting and all spray‐application of the tank exterior coatings.

D. Effectiveness of containment shall be evaluated using the following methods per SSPC Guide 6:

1. “Method A – Visible Emissions” using a “Level 1 Emissions” Standard.

2. “Method G – Visual Assessment of Site Cleanliness.” The containment shall be effective at keeping abrasive, dust, debris, etc. within the containment area. The containment shall keep the surrounding ground and surfaces largely free of abrasive, dust, debris, etc.

E. The Owner's Representative may monitor for airborne and site contamination for compliance with Title 8, California Code of Regulations, Section 5216 and Title 22 of the California Code of Regulations (Division 4.5).

F. If the containment or the Contractor’s methods are not effective as determined by the Owner’s Representative or Owner, the Owner’s Representative or Owner may direct the Contractor to stop work until improvements have been made.

DRAFT - NOT FOR CONSTRUCTION
REMOVAL OF HEAVY METAL-BEARING COATINGS 099198-6
City of SLO Wash Water Tank No. 1 Rehabilitation - 20 Jul 2023

3.03 ALTERNATIVE CONTAINMENT SYTEM
A. Provide tools for Class 1A containment in accordance with SSPC‐Guide 6. When vacuum shrouded blast cleaning is employed, ground covers and/or free hanging tarpaulins may provide controls equivalent to Class 1A.

B. Effectiveness of containment shall be evaluated using the following methods per SSPC Guide 6:

1. “Method A – Visible Emissions” using a “Level 1 Emissions” Standard.

2. “Method C– Occupational Monitoring of Area Emissions for Lead”

3. “Method D– Ambient Air Monitoring for Toxic Metals (TSP Lead)”

4. “Method G – Visual Assessment of Site Cleanliness.” The containment shall be effective at keeping abrasive, dust, debris, etc. within the containment area. The containment shall keep the surrounding ground and surfaces largely free of abrasive, dust, debris, etc.

C. Contain and remove water associated with wet blasting from the site and properly dispose of according to applicable federal, state, and local laws and regulations.

D. If the containment or the Contractor’s methods are not effective as determined by the Owner’s Representative or Owner, the Owner’s Representative or Owner may direct the Contractor to stop work until improvements have been made.

3.04 SURFACE PREPARATION PRIOR TO REMOVING COATING
A. Clean in accordance with SSPC SP‐1, Solvent Cleaning.

B. Remove loose dirt and foreign material by sweeping or other means that will not remove the coating.

C. Remove deposits of grease and oil with a solvent that will not remove coating.

3.05 SURFACE PREPARATION PRIOR TO ABRASIVE BLAST CLEANING A. Remove oil, grease, dust, dirt, rust, moisture, mill scale, and all other foreign or interference substances that would adversely affect the adhesion or durability of the coating system.

B. Remove oil and grease in accordance with SSPC SP-1. Use clean cloths and cleaning solvents and wipe dry with clean cloths. Do not leave a film or greasy residue on the cleaned surfaces.

DRAFT - NOT FOR CONSTRUCTION
REMOVAL OF HEAVY METAL-BEARING COATINGS 099198-7
City of SLO Wash Water Tank No. 1 Rehabilitation - 20 Jul 2023

3.06 LIMITATIONS ON ABRASIVE BLAST CLEANING
A. Do not blast clean when conditions would not permit the subsequent application of coating. Blast clean only the area that can be coated with primer or touch-up coating during the same day. In the event that a cleaned surface colors, oxidizes, or becomes moist, blast clean it again before applying the coating.

3.07 STANDARD BLAST-CLEANED PANELS
A. On the first day of abrasive blast cleaning, both on-site and off-site, prepare sample panels with a minimum size of 8 1/2 inches by 11 inches of the same steel plate as the tank for use in maintaining a standard during the work on the project. Achieve the specified surface profile and select with the Owner's Representative a panel illustrating the degree of cleaning specified. Both parties then initial the selected panel and coat it with a clear finish that will not fade or yellow. Submit panel to the Owner's Representative.

3.08 SAMPLING AND TESTING
The Contractor shall obtain four representative samples of surface preparation debris at the completion of the job. Send samples to a state approved laboratory to test for leachable lead per EPA Method 1311. A Chain of Custody form shall accompany the samples; follow procedures described in SSPC 7I, Section 5.6.3-b and c. Depending on the leachable lead concentration, the waste may be determined to be hazardous, per SSCP 7I, Section 5.8.

3.09 METHOD OF REMOVAL – ABRASIVE BLAST CLEANING
A. Use a maximum particle size to produce a 1.5- to 2.0-mil surface profile or as recommended by the manufacturer of the specified coating system. Measurement of surface profile will be in accordance with NACE RP0287-02. Sand used for cleaning shall be washed, uniformly graded, dry, and free of contaminants. Do not use sand containing salt or unwashed beach sand. When shop blast cleaning with stationary automatic equipment that recycles the blast particles, use new abrasives in the equipment at the beginning of blast cleaning operations for this project. Do not use abrasives that have become contaminated in automatic equipment. When shop or field blast cleaning with hand-held nozzles, do not recycle or reuse blast particles.

B. After blast cleaning and prior to application of coating, dry clean surfaces to be coated by dusting, sweeping, and vacuuming to remove residue from blasting. Apply the specified primer or touch-up coating within the period of an eight-hour working day. Do not apply coating over damp or moist surfaces. Reclean prior to application of primer or touch-up coating any blast-cleaned surface not coated within said eight-hour period.

C. Keep the area of the work in a clean condition and do not permit blasting particles to accumulate and constitute a nuisance or hazard. Cover the reservoir inlet, outlet, drain, hydrants, and overflow piping, and prevent blasting particles from being blown into the piping.

DRAFT - NOT FOR CONSTRUCTION
REMOVAL OF HEAVY METAL-BEARING COATINGS 099198-8
City of SLO Wash Water Tank No. 1 Rehabilitation - 20 Jul 2023 D. During blast cleaning, exercise caution to prevent damage to adjacent preapplied coatings. Schedule blast cleaning and coating such that dust, dirt, blast particles, old coatings, rust, mill scale, etc., will not damage or fall upon wet or newly coated surfaces.

Restore any damaged coatings to their specified condition.

3.10 METHODS OF REMOVAL WHEN USING ALTERNATIVE CONTAINMENT A. The removal of contaminated coating to bare metal shall be in compliance with SSPC SP-11 using one or both of the following two methods. Perform removal using a vacuum needle gun method for all areas except that which a centrifugal shot blast system may be used. Use both methods in conjunction with a HEPA vacuum type disposal system which filters and contains the hazardous materials and separates the abrasive from the hazardous materials where required.

B. Paint strippers may be used on inaccessible areas when reviewed by the Owner's Representative.

C. Use ground tarpaulins and/or diapers to collect any particles that may escape the vacuum.

D. Tenting and the use of conventional sand blasting will not be permitted.

3.11 STORAGE OF HAZARDOUS WASTES
A. Storage of heavy metal-bearing and other hazardous wastes shall be in containers meeting the requirements of EPA and California Code of Regulations. Mark containers with the following information:

1. Manifest document number.

2. Composition and physical state.

3. Statement that calls attention to particular hazardous properties, i.e., toxic, reactive, etc.

4. Name of waste generator (Owner): City of San Luis Obispo.

5. Name, address, and phone number of Contractor.

6. Name of transportation and EPA identification number (to be provided by Owner).

7. Total quantity of material by volume.

8. Initial date material was packaged.

B. Do not store hazardous wastes onsite longer than 60 days.

C. At the end of each shift, seal hazardous materials in containers. Store these materials in a vandal-resistant enclosure when containers are left unattended.

DRAFT - NOT FOR CONSTRUCTION
REMOVAL OF HEAVY METAL-BEARING COATINGS 099198-9
City of SLO Wash Water Tank No. 1 Rehabilitation - 20 Jul 2023

3.12 TRANSPORTING HAZARDOUS MATERIALS
Hazardous wastes shall be packaged, manifested, and transported by a licensed hazardous waste hauler to a hazardous waste disposal site in compliance with governmental regulations and these specifications.

3.13 DISPOSAL OF DEBRIS
A. The Contractor is responsible to test the composite waste from the project to determine proper disposal. A copy of all test results shall be furnished to the Engineer.

B. For waste requiring the preparation of a hazardous waste manifest and waste shipment record, the Contractor shall prepare an accurate hazardous waste manifest and waste shipment record for signing by the Engineer. Neither the Contractor nor his employees shall sign the waste manifests or waste shipment records as the generator's representative. The Contractor shall provide the Engineer with a certified weight ticket for each shipment of hazardous waste. If any waste is shipped to a disposal facility outside of California, the transporter and disposal facility shall complete and sign and distribute California's Hazardous Waste Manifest in the same manner as required by California law for the disposal facilities inside California.

C. Ship hazardous wastes to a disposal facility or waste broker for treatment and disposal.

Follow the procedures outlined in SSPC-Guide 7, Section 6.3.

D. Nonhazardous materials shall be disposed of at a Subtitle D landfill.

3.14 NOTIFICATION
Provide a copy of all documentation to the Owner within 10 days of origination. Mail with registered mail signed receipt; provide copy to the Owner.

3.15 PREPARATION FOR FINISH COATING
Upon removal of the heavy metal-bearing coating materials from the tank, piping, and appurtenances to bare metal and upon completion of inspections and tests, prepare the surface to obtain required surface profile and coat per Section 099674.

END OF SECTION

DRAFT - NOT FOR CONSTRUCTION
COATINGS FOR STEEL WATER TANK 099674-1
City of SLO Wash Water Tank No. 1 Rehabilitation - 25 Jul 2023 SECTION 099674 COATINGS FOR STEEL WATER TANK
PART 1 - GENERAL

1.01 DESCRIPTION
This section describes the materials, applications, and inspection of the protective coatings to be utilized on the interior and exterior surfaces of the steel water tank. Clean and coat steel water tank in accordance with AWWA D102 and the following.

1.02 RELATED WORK SPECIFIED ELSEWHERE
A. Removal of Heavy Metal-Bearing Coatings: 099198.

1.03 SUBMITTALS
A. Submit shop drawings in accordance with the Special Provisions.

B. Submit coating manufacturer's catalog data on formulation and recommended use.

C. Submit coating manufacturer's surface preparation recommendations including maximum height of surface profile on abrasive blast cleaned steel.

D. Submit coating manufacturer's application instructions, equipment, temperature and humidity limitations, drying time, and recoat cycle time.

E. Submit coating manufacturer's recommended minimum and maximum time intervals between the application of field-applied primers and the field-applied touch-up or intermediate coats.

F. Submit three color chip samples illustrating available colors for the finish coats of the exterior coating system.

G. Submit complete field procedures to be utilized by the tank manufacturer for shopprimed steel surfaces. Include detailed instructions for degreasing steel prior to blast cleaning, cleaning of blast particles before recycling, application of primers, curing period.

H. Submit manufacturer's safety data sheets on painting and coating products.

I. Submit the name of the company and abrasive to be used, the generic type of abrasive, the State of California Air Resources Board (CARB) certification, and product data sheets.

DRAFT - NOT FOR CONSTRUCTION
COATINGS FOR STEEL WATER TANK 099674-2
City of SLO Wash Water Tank No. 1 Rehabilitation - 25 Jul 2023

1.04 WORKER PROTECTION
A. Conform to federal, state, county, city, and Owner safety and environmental protection codes and regulations. Do not create conditions for which the Owner is subject to citations by any regulatory agency. Should the Owner be cited for a condition under the control of the Contractor, the Contractor will be responsible for payment and settlement of said citation. Provide safety equipment, including that for confined space entry and safety equipment necessary for use by the Owner’s Representative.

B. Comply with applicable regulations for properly storing, handling, transporting, and disposing of any hazardous waste.

C. Provide at least one working telephone on the jobsite at all times.

D. Maintain a full-time standby hole watch in case of an emergency. This employee shall be certified in CPR, have confined space certification, and be able to comply with GISO 5157 (Operating Procedures and Employee Training) and GISO 5158 (Pre-Entry). This employee shall also be fully equipped to operate within the directives of GISO 5159 (Confined Space Operations). This person shall have his own personal safety equipment and operating telephone (not the jobsite telephone).

E. During the interior abrasive blasting operations, blast operators shall wear National Institute of Occupational Safety and Health (NIOSH) approved air-supplied helmets.

The air compressor used to supply breathing air shall conform to OSHA regulations on carbon monoxide and high-temperature protection and meet Grade D breathing air as described in Compressed Gas Association Commodity Specification G-7.1 (ANSI S86.1). Breathing air shall also be free of dust, fumes, vapors, or gases that may result in harmful exposure. Other persons who are exposed to blasting dust shall wear approved filter-type respirators and safety goggles. When coatings are applied in confined areas, persons exposed to toxic vapors and dust shall wear NIOSH-approved air-supplied masks.

F. Prepare a written respirator program per CAL/OSHA regulations. The elements of a respirator protection program are summarized, but not limited to, the following:

1. Written standard operating procedures for selection and use;

2. Employee instructions and training in the use and limitations of respirators;

3. Regular cleaning and disinfection;

4. Sanitary storage of respirators; and

5. Regular inspection of respirators to assure that they are in good repair.

G. Blasting and spraying hoses shall be grounded to prevent accumulation of charges of static electricity.

DRAFT - NOT FOR CONSTRUCTION
COATINGS FOR STEEL WATER TANK 099674-3
City of SLO Wash Water Tank No. 1 Rehabilitation - 25 Jul 2023 H. Provide explosion proof artificial lighting for all work-confined spaces. Light bulbs shall be guarded to prevent breakage. Lighting fixtures and flexible cords shall comply with the requirements of NEPA 70 NEC for the atmosphere in which they will be used.

I. Coating materials may be irritating to the skin and eyes. When handling and mixing coatings, workers shall wear gloves and eye shields.

1.05 PRECONSTRUCTION CONFERENCE
At least 14 days prior to the shop or field application of the coating systems to the steel tank, schedule and arrange a conference with the Owner's Representative, tank manufacturer, coating applicator, and the coating manufacturer to coordinate the following:

A. Tank manufacturer's work schedule for inspection coordination.

B. Surface preparation methods.

C. Specification compliance of blast abrasives and surface profile.

D. Schedule of blast cleaning and coating application.

E. List of equipment for cleaning and coating applications.

F. Weather limitations for acceptable work.

G. Inspection facilities.

1.06 QUALIFICATIONS
The Contractor shall require the coating applicator to hold a valid State of California Contractor's Class C-33 license for performing abrasive blast cleaning and coating/painting work. The Contractor's coating applicator shall have a minimum of five years' experience and successful history in the application of the specified products to surfaces of steel tanks. In addition, the Contractor performing work shall be SSPC QP-1 certified at the time of bidding and throughout the project, no exceptions. If shop coating applications are involved, the shop painting contractor shall have an SSPC QP 3 certification in effect at the time of the bidding and throughout shop application.

1.07 INSPECTION
A. The Owner's Representative will provide a coating inspector. The Owner’s Representative will provide test equipment, except for the low-voltage holiday detector.

The Contractor shall conduct the low-voltage holiday test in the presence of the Owner’s Representative.

B. The Owner's Representative will perform inspection on all phases of the surface preparation, abrasive blast cleaning, and application of the coating systems.

DRAFT - NOT FOR CONSTRUCTION
COATINGS FOR STEEL WATER TANK 099674-4
City of SLO Wash Water Tank No. 1 Rehabilitation - 25 Jul 2023

1.08 FINAL SELECTION OF EXTERIOR COLORS
The Owner will select three colors from the submitted color chips for the exterior coat.

Apply each of the three selected colors on a prepared 15-square-foot surface of the tank for final color selection.

PART 2 - MATERIALS

2.01 COATING SYSTEMS
A. All materials of a specified system including primer, touch-up, intermediate, and finish coats shall be provided by the same manufacturer. Thinners, cleaners, driers, and other additives shall be as recommended by the coating manufacturer for the specified system.

B. Coating materials, including additives to be used on interior tank surfaces, shall not contain trichloroethylene (TCE) or tetrachloroethylene (PCE) volatile organic constituents.

C. No request for product substitution will be considered which decreases the dry-film thickness designated, the number of coats to be applied, or which changes the generic type of coating specified.

D. Requests for substitution shall contain the full name of each product, descriptive literature, complete data on past performance, manufacturer's instruction for use, generic type, its nonvolatile content by volume, and complete product information as outlined in AWWA D102. This information shall demonstrate equivalence of product and performance to the specified materials. No coating materials shall be procured or delivered to the project site prior to the review of the proposed material by the Owner's Representative.

2.02 INTERIOR ZINC-RICH PRIMER AND EPOXY COATING SYSTEM A. Primer: Single-component zinc-rich primer. Products: Tnemec Series 94-H20 HydroZinc, no equal. Apply 2.5 to 3.5 mils dry-film thickness.

B. Finish: 100% solids epoxy. Products: Tnemec Series FC22 or 22 Epoxoline, no equal.

Apply 20.0 to 25.0 mils dry-film thickness.

2.03 EXTERIOR COATING (ZINC/EPOXY/POLYURETHANE)
A. Primer: Single-component zinc-rich primer. Products: Tnemec Series 94-H20 HydroZinc, no equal. Apply 2.5 to 3.5 mils dry-film thickness.

B. Intermediate: Field-applied epoxy with minimum volume solids of 66%. Products:

Tnemec L69F Hi Build Epoxoline II, no equal. Apply 6.0 to 8.0 mils dry-film thickness.

DRAFT - NOT FOR CONSTRUCTION
COATINGS FOR STEEL WATER TANK 099674-5
City of SLO Wash Water Tank No. 1 Rehabilitation - 25 Jul 2023 C. Finish: Field-applied polyurethane having a minimum volume solids of 66%. Product:

Tnemec 1095 Endura-Shield, no equal. Apply 2.5 to 4.0 mils dry-film thickness.

D. Slip Resistant Surfaces: Embed #20 mesh sand into specified coat.

2.04 ABRASIVES FOR BLAST CLEANING
Abrasives used for dry unconfined blast cleaning shall conform to the requirements of the CARB Executive Order G-19-019. Use abrasives that are currently certified by CARB and appear on the Approved Abrasives List.

2.05 CAULKING
A. Caulk between the chime and concrete ring foundation using with a high-performance, non-sag elastomeric type caulk. Caulk shall be Sika Flex-1a by Sika Corporation or approved equal.

PART 3 - EXECUTION

3.01 DELIVERY AND STORAGE OF COATING MATERIALS
A. Deliver coating materials to the job in original sealed containers identified with labels indicating manufacturer; product name and number; color, batch, or lot number; and date of manufacture. Note the date of manufacture and apply coatings prior to the expiration of the guaranteed storage life. Coating materials exceeding storage life will be rejected.

B. Store coating materials in enclosed structures to protect from weather and excessive heat or cold. Conform to state and local requirements for flammable materials.

3.02 PROTECTION OF THE WORK
A. Protect adjacent work and surfaces not to be coated from blast cleaning, overspray, spattering, and spillage. Protect galvanized surfaces including anchor bolts. Use protective coverings or drop cloths. Where protection is required or provided for coated surface, maintain until the coating has properly cured. Do not handle, work on, or disturb these areas until the coating is completely dry and hard.

3.03 CONDITION OF EQUIPMENT
Use coating equipment designed for the application of the specified materials. Use compressors with traps and filters to remove water and oils from the air.

3.04 VENTILATION OF TANK INTERIOR
Use forced-air ventilation at all times and after the application of the interior coating systems. It is essential that the solvent vapors released during the application and from

DRAFT - NOT FOR CONSTRUCTION
COATINGS FOR STEEL WATER TANK 099674-6
City of SLO Wash Water Tank No. 1 Rehabilitation - 25 Jul 2023 the deposited film be removed from the tank interior. During the coating application, provide a ventilating system with a capacity of at least 300 cfm per gallon of coating applied per hour. After the application of the finish coat, force ventilate the tank continuously at a rate of one air change per hour for a period of five days. If the Owner's Representative has any doubt about the adequacy of the curing conditions, provide additional curing time with continued forced-air ventilation.

3.05 TANK WASHOUT
A. The tank will be drained by the owner to within 3 inches of the floor prior to construction. Wash inside surfaces with low volume, moderate pressure (2,400 psi min) water. Remove and dispose of residual water and sediment per AWWA M42.

3.06 HUMIDITY AND TEMPERATURE CONTROL
A. Dehumidification equipment will be required per manufacturer’s recommendations. Use dehumidification equipment, by Munters Moisture Control Services or equal, to control the environment within the tank 24 hours per day during blast cleaning, coating, and coating curing. Dehumidification equipment shall:

1. Continuously deliver air with a maximum relative humidity of 11% sufficient to supply the space with two complete air changes per hour.

2. Supply sufficient dry air so that the air adjacent to the work surfaces shall not exceed 35% relative humidity at any time during the blasting, coating, or curing cycle.

3. Be capable of depressing the dew point in the tank 10°F below ambient air temperature within 20 minutes.

4. Maintain a minimum temperature inside the tank of 60°F.

5. Turn off dehumidification equipment when applying 94-H20 Hydro Zinc primer.

B. Auxiliary heaters or chillers may be required to maintain the surface temperature at a level acceptable to the coating manufacturer’s application parameters. This auxiliary equipment shall be approved for use by the manufacturer of the dehumidification equipment and shall:

1. Be installed in the process air supply duct between the dehumidifier and the space, as close to the space as possible.

2. Use electric or indirect gas-fired heaters. Do not use direct-fired space heaters.

3. Include heater controls that automatically turn the heater off if the airflow is interrupted or the internal temperature of the heater exceeds design temperature.

DRAFT - NOT FOR CONSTRUCTION
COATINGS FOR STEEL WATER TANK 099674-7
City of SLO Wash Water Tank No. 1 Rehabilitation - 25 Jul 2023 C. Air heaters or refrigeration equipment are not acceptable substitutes for dehumidification.

D. Seal the space to be controlled as well as possible, allowing air to escape at the bottom of the space away from the point where the dehumidified air is introduced. Maintain a slight positive pressure within the space, unless dust from the blasting operation is hazardous.

E. If it is necessary to filter the air escaping the tank, design the filtration system to match the air volume of the dehumidification equipment to avoid interference with the ability to control the space as described herein. Do not recirculate air from the space or from filtration equipment back through the dehumidifier when coating or solvent vapors are present.

3.07 INTERIOR SURFACE PREPARATION
A. Remove accumulated sand and silt from the bottom of the tank.

B. Residual moisture may be present inside the tank after draining. Prior to performing any work on the tank interior, Contractor shall thoroughly dry the tank interior.

C. Abrasion blast clean interior surfaces per SSPC SP-10/NACE 2 Near White Blast Cleaning. The surface profile shall be a minimum 2.0 mil angular profiles.

3.08 EXTERIOR SURFACE PREPARATION
A. The exterior coatings of Wash Water Tank No. 1 contain lead. Results of lead testing performed at Wash Water Tank No. 1 can be found in Appendix C.

B. Remove and dispose of exterior coatings in accordance with Section 099198.

C. Abrasion blast clean exterior surfaces per SSPC SP-6/NACE 3 Commercial Blast Cleaning. The surface profile shall be a minimum 2.0 mil angular profiles.

3.09 LIMITATIONS ON THE APPLICATION OF COATINGS
A. Do not apply coatings under the following conditions:

1. When the surrounding ambient air temperature or the temperature of the surface to be coated is below 50°F or as recommended by the manufacturer of the specified coating system.

2. When the temperature of the surface to be coated is more than 5°F below the air temperature or when the surface temperature is over 120°F.

3. When the surface to be coated is wet, moist, or contaminated with any foreign matter.

4. During rain, snow, fog, or mist or when the relative humidity exceeds 85%.

DRAFT - NOT FOR CONSTRUCTION
COATINGS FOR STEEL WATER TANK 099674-8
City of SLO Wash Water Tank No. 1 Rehabilitation - 25 Jul 2023

5. When the surface temperature is less than 5°F above the dew point within eight hours after application of coating.

B. If above conditions are prevalent, the application of coating shall be delayed or postponed until conditions are favorable. Dew or moisture condensation should be anticipated, and if such conditions are prevalent, coating work shall be delayed until midmorning to be certain that the surfaces are dry. The day's coating shall be completed in time to permit the film sufficient drying time prior to damage by climatic conditions.

C. Climatic conditions will be monitored by the Owner's Representative utilizing psychrometers and other measuring gauges at the worksite to aid in inspection.

D. If a change in climatic conditions damages a coating application, repair the damaged coatings to their specified condition.

3.10 PROCEDURES FOR THE APPLICATION OF COATINGS
A. Conform to the requirements of SSPC PA-1. Follow the recommendations of the coating manufacturer including the selection of spray equipment, brushes, rollers, cleaners, thinners, mixing, drying time, temperature and humidity of application, and safety precautions.

B. Stir, strain, and keep coating materials at a uniform consistency during application.

Apply each coating evenly, free of brush marks, sags, runs, and other evidence of poor workmanship. Finished surfaces shall be free from holidays, defects, or blemishes.

C. Use a different shade or tint on succeeding coating applications to indicate coverage.

D. Prior to each coating application, brush coat with the coating material all welds, sharp edges, nuts, bolts, and irregular surfaces difficult to coat to provide complete coverage of all surfaces.

E. Do not use thinners unless recommended by the coating manufacturer. If thinning is allowed, do not exceed the maximum allowable amount of thinner per gallon of coating material. Stir coating materials at all times when adding thinner. Do not flood the coating material surface with thinner prior to mixing. Do not reduce coating materials more than is absolutely necessary to obtain the proper application characteristics and to obtain the specified dry-film thicknesses.

F. Remove dust, blast particles, and other debris from blast-cleaned surfaces by dusting, sweeping, and vacuuming. Allow ventilator fans to clean airborne dust to provide good visibility of working area prior to coating applications. Remove dust from coated surfaces by dusting, sweeping, and vacuuming prior to applying succeeding coats.

G. Observe minimum and maximum recoat times between primer and succeeding coating applications to achieve maximum crosslinking of coatings. If the recommended minimum or maximum recoat time is exceeded, prepare the surface as directed by the

DRAFT - NOT FOR CONSTRUCTION
COATINGS FOR STEEL WATER TANK 099674-9
City of SLO Wash Water Tank No. 1 Rehabilitation - 25 Jul 2023 coating manufacturer. Apply a second application of the primer or coating if the maximum recoat time has been exceeded.

H. Apply coating systems to the specified minimum dry-film thicknesses as measured from above the peaks of the surface profile. Measurement shall be in accordance with SSPC PA-2 and shall be corrected for the magnetic effect of the surface profile.

I. Apply primer or touch-up coating immediately after blast cleaning and before any surface rusting occurs or any dust, dirt, or any foreign matter has accumulated. Reclean steel surfaces by blast cleaning that have surface colored or become moist prior to coating application.

3.11 TANK SURFACES TO RECEIVE COATINGS:

Apply primers and coatings to the interior and exterior surfaces of the steel water tank as follows:

A. Field apply primer to interior surfaces, including floor plates, angles, splice plates, mating surfaces of bolted connections of the roof structure, pipes and appurtenances, and areas of the roof made inaccessible after erection. Coat floor last.

B. Field apply primer to exterior surfaces.

C. Field apply primer to exterior surfaces of shell plates, access manholes, pipes and appurtenances, and other areas not specifically mentioned.

D. Do not coat interior or exterior aluminum roof surfaces.

3.12 APPLICATION OF INTERIOR COATING SYSTEM
A. Surface Preparation: Clean interior surfaces, including ferrous metal accessories and piping, in the field prior to primer application in accordance with SSPC SP-10.

B. Primer: Apply one primer coat zinc on the interior surfaces to a dry-film thickness of 2.5 to 3.5 mils.

C. Intermediate: After observing specified recoat time and surface condition, field apply one intermediate coat of epoxy on the exposed interior surfaces to a dry-film thickness of 20.0 to 25.0 mils.

D. Finish: After observing specified recoat time and surface condition, field apply one finish coat of epoxy on the exposed interior surfaces to a dry-film thickness of 6.0 mils.

E. Total System: The total interior coating system shall have a minimum dry-film thickness of 20.0 to 25.0 mils.

F. Do not coat interior or exterior aluminum roof surfaces.

DRAFT - NOT FOR CONSTRUCTION
COATINGS FOR STEEL WATER TANK 099674-10
City of SLO Wash Water Tank No. 1 Rehabilitation - 25 Jul 2023

3.13 APPLICATION OF EXTERIOR COATING SYSTEM
A. Surface Preparation: Clean exterior surfaces, including ferrous metal accessories and piping, prior to primer application in accordance with SSPC SP-6.

B. Primer: After surface preparation field apply one primer coat of organic zinc on exterior surfaces to a dry-film thickness of 2.5 to 3.5 mils.

C. Intermediate: After observing specified recoat time and surface condition, field apply one intermediate coat of epoxy paint on the exterior surfaces to a dry-film thickness of

6.0 to 8.0 mils.

D. Finish: After observing specified recoat time and surface condition, field apply one finish coat of polyurethane enamel on the exterior surfaces to a dry-film thickness of 2.4 to 4.0 mils. Use the color selected by the Owner.

E. Place a fillet of caulk at the bottom chime where the metal surface contacts with concrete. Place around entire surfaces after final coat of exterior paint. Protect adjacent surfaces by masking or other acceptable means. Caulk shall be Sika-Flex 1A or approved equal.

3.14 FIELD INSPECTION FACILITIES
Provide the Owner's Representative with facilities for inspection including:

A. Illumination and labor to move the lights, whenever required by the Owner's Representative. Provide additional lights and supports sufficient to illuminate areas to be inspected. The Owner's Representative will determine the level of illumination required for inspection purposes.

B. Temporary ladders and scaffolding. Erect and move to the locations requested by the Owner's Representative.

3.15 INSPECTION AND TESTING
A. The Owner's Representative will perform such tests as are required to demonstrate substantial compliance with all phases of the surface preparation, abrasive blast cleaning, and application of the coating systems. Test equipment shall include but not be limited to the following: SSPC surface preparation standards, surface profile comparator, test tape, micrometer, abrasive sieve test, ultraviolet lamp, mirror, certified thickness calibration plates, magnetic-type dry-film thickness gauge, nondestructive holiday detector, and nonsudsing-type wetting agent. Equipment will be calibrated by the Owner's Representative in the presence of the Contractor to verify its accuracy prior to use. The Owner will provide the test equipment.

B. Notify the Owner's Representative three working days in advance of shop and field operations involving abrasive blast cleaning and coating applications.

DRAFT - NOT FOR CONSTRUCTION
COATINGS FOR STEEL WATER TANK 099674-11
City of SLO Wash Water Tank No. 1 Rehabilitation - 25 Jul 2023 C. The Owner's Representative will verify the degree of surface cleanliness profile of the shop and field blast cleaned surface. Perform additional blast cleaning over areas not conforming to the specified surface preparation.

D. The Owner's Representative will inspect each coat of primer, touch-up, intermediate, and finish coating to determine thickness and integrity. Each coating application will be checked and deficiencies marked. After observing specified recoat time, apply additional coating materials over areas not having the specified minimum dry-film thickness and areas having any holidays or pinholes. After correction of deficiencies, the Owner's Representative will reinspect those areas to determine the acceptability of the additional coating. Each coating application must be 100% to the satisfaction of the Owner's Representative prior to succeeding coating applications.

3.16 DISINFECTION
A. Disinfect the interior surfaces of the tank after the finish coat of the interior coating system has dried and cured. Observe the manufacturer's recommendations of the specified coating system for ventilation requirements and time interval for complete drying.

B. Prior to disinfection, remove all scaffolding, planks, tools, rags, and other material not a permanent part of the tank. Thoroughly flush the inlet and outlet piping with potable water. Use a high-pressure water blaster and wash interior surfaces of the tank with potable water. Drain and squeegee water, dirt, and foreign material accumulated in this cleaning operation from the tank.

C. Disinfect the tank by chlorination in accordance with the requirements of AWWA C652 Method 1. Use sodium hypochlorite solution as the available form of chlorine. Spray a chlorine solution having a chlorine content of 300 mg/L on the interior surfaces to be in contact with water when the tank is put into service. Do not drain the used chlorine solution from the tank during the spraying operation.

D. At the completion of disinfection, partially fill the tank with water to a depth of 1 foot and retain for four hours minimum. After the four-hour period, drain and squeegee chlorinated water from the tank. Rinse with potable water.

E. Discharge of chlorinated water into watercourses or surface waters is regulated by the NPDES. Prior to discharge, review with the Owner the location and rate of flow of discharge. Apply a reducing agent to the water to be wasted to neutralize thoroughly the chlorine residual remaining in the water. See AWWA C652, Appendix B for neutralizing chemicals.

F. Potable water necessary for the wash down, disinfection, and rinse will be provided by the Owner. The City makes no claim to the adequacy of pressure or flow available. The Contractor shall provide their own means of storage/pumping if required. The City will provide water necessary for one round of disinfection. If the Contractor fails the first round of disinfection, water must be procured from other means, or purchased at the City’s normal rate of charge. The Contractor shall make all connections to the OwnerPage 194 of 284

DRAFT - NOT FOR CONSTRUCTION
COATINGS FOR STEEL WATER TANK 099674-12
City of SLO Wash Water Tank No. 1 Rehabilitation - 25 Jul 2023 installed reduced-pressure backflow prevention device. The Owner will fill the tank with potable water to the overflow level after the Contractor has completed the disinfection operation.

G. After the tank has been filled to the overflow level, the Owner's Representative will take water samples from the tank for bacteriological testing. If the testing procedure shows the presence of coliform bacteria, provide additional chlorination of the water in the tank and retest at the Contractor's expense. Continue disinfecting and retesting until satisfactory results are achieved.

3.17 TESTING FOR VOLATILE ORGANIC COMPOUNDS
A. After the tank has been disinfected and filled to the overflow level, allow a five-day soaking period for the interior coating systems to leach organic compounds into the water. Potable water for the first test will be provided by the Owner at no cost to the Contractor.

B. At the completion of the soaking period, the Owner's Representative will take water samples from the tank and deliver the samples to the state-approved laboratory for analysis.

C. The Owner will engage the services of a testing laboratory approved by the State of California Department of Public Health to perform a total organic scan and analysis report.

D. If levels of the volatile organic compounds exceed the action levels recommended by the Department of Public Health, drain the tank, cure and force ventilate the tank for a minimum of 10 days, disinfect, refill, allow to soak, and retest at the Contractor's expense. This process shall continue until the sample passes. The Owner will deduct $1,000 from progress payments due the Contractor for each process.

3.18 ELEVEN-MONTH INSPECTION OF COATING SYSTEMS
Conduct a first-anniversary warranty inspection of the interior and exterior surfaces of the tank during the eleventh month following final acceptance of the work by the Owner to determine whether any repair work is necessary. The Owner will establish the inspection date and notify the Contractor. The Owner will provide underwater inspection by means of videotape with photos. Videotape and photograph the entire interior surface, including roof underside. If the underwater examination reveals failed areas of coating, then the Owner will drain and wash down the tank. The Contractor shall provide lighting and scaffolding for the tank inspection. Where coatings have peeled off, bubbled, or cracked, and any location where rusting is evident shall be considered to be a failure of the coating system. Perform repairs at failures by removing the deteriorated coating.

Prepare the surface by abrasive blast cleaning and apply the same coating systems as specified in this section. Inspection and repairs shall be performed at no cost to the Owner.

END OF SECTION

DRAFT - NOT FOR CONSTRUCTION
IMPRESSED CURRENT CATHODIC PROTECTION SYSTEM FOR 264226-1

STEEL WATER TANKS
City of SLO Wash Water Tank No. 1 Rehabilitation - 20 Jul 2023 SECTION 264226 IMPRESSED CURRENT CATHODIC PROTECTION SYSTEM FOR

STEEL WATER TANKS
PART 1 - GENERAL

1.01 DESCRIPTION
This section includes materials, installation, and testing of a Contractor-designed automatic impressed current cathodic protection system conforming to AWWA D104 except as modified herein, including rectifier, anodes, wiring, and reference electrode, to control corrosion on the interior surfaces of steel water tanks featuring self-supporting aluminum roofs.

1.02 RELATED WORK SPECIFIED ELSEWHERE
A. Coatings for Steel Water Tank: 099674.

B. Removal of Heavy Metal-Bearing Coatings: 099198

1.03 SUBMITTALS
A. Submit shop drawings in accordance with the Special Provisions.

B. Submit shop drawings of the following items: CP system layout, rectifier, handhole details, automatic controller, ammeters and voltmeter, anode reference electrode weatherproof enclosure, anode mounting details, installation test procedure, and operation manual.

C. Submit manufacturer's catalog data and descriptive literature on rectifier, controller, anodes, wire and cables, test stations, and reference electrodes.

D. Submit operation and maintenance instructions. The instructions shall cover wiring diagrams, description, and function of the respective parts of the system, as-built drawings, and any other details necessary for a thorough understanding of the proper care and operation of the system. Attach outline operating instructions to the door of the power unit.

1.04 SYSTEM DESIGNER/SUPPLIER
The system designer shall have a minimum of five recent continuous years' experience in the design and installation of cathodic protection systems for steel tanks. System designer shall also have permanent service organizations within 300 miles of the project location.

DRAFT - NOT FOR CONSTRUCTION
IMPRESSED CURRENT CATHODIC PROTECTION SYSTEM FOR 264226-2

STEEL WATER TANKS
City of SLO Wash Water Tank No. 1 Rehabilitation - 20 Jul 2023

1.05 DESIGN INFORMATION
A. The cathodic protection systems shall be the impressed current type per NACE International RP0388 latest revision. Vertical anodes suspended from the tank roof shall be used. The system shall have sufficient capacity to maintain tank-to-water potentials of

0.85 to 1.10 volts negative to a copper-copper sulfate reference electrode (CSE) if the submerged portions of the tank are not recoated for a period of twenty years.

B. The protection area shall include shell and floor

1.06 WATER QUALITY
A. Assume that the water quality is within the ranges listed below.

1. Design cathodic protection system for service in water having a maximum temperature of 85°F and having the following approximate chemical characteristics:

Constituent
Concentration
(mg/L) Constituent
Concentration
(mg/L)
Ca 95 to 210 HCO3 250 to 300
Mg 40 to 80 Cl 10 to 100
Na 20 to 100 Hardness 124 to 500
K 3 to 4 pH 7 to 8
NO3
-N
0 to 0.2 TDS 200 to 1000

2. Specific Conductance: 423 to 425 micromhos/cm.

B. The Contractor and the Contractor's manufacturer shall verify water quality parameters prior to installation. Water quality parameters may vary, and no additional compensation will be allowed therefor.

1.07 SYSTEM OPERATION
The cathodic protection system shall automatically adjust the current output to maintain a preselected potential with respect to a permanent reference electrode.

1.08 WARRANTY
The Contractor shall warrant that the system will maintain a tank to copper-copper sulfate reference electrode (CSE) potential of 0.85 to 1.05 volts on submerged surfaces of the tank for 20 years. In the event the potential is not so maintained and the system has been maintained in accordance with the Contractor's instructions, the Contractor shall modify the system to provide the required degree of protection without cost to the Owner.

DRAFT - NOT FOR CONSTRUCTION
IMPRESSED CURRENT CATHODIC PROTECTION SYSTEM FOR 264226-3

STEEL WATER TANKS
City of SLO Wash Water Tank No. 1 Rehabilitation - 20 Jul 2023

1.09 MANUFACTURER'S SERVICES
Provide equipment manufacturer's services at the jobsite for the minimum labor days listed below, travel time excluded:

A. One labor day to check the installation, calibrate equipment, and advise during start-up and testing of the cathodic protection system.

B. One labor day to instruct the Owner's personnel in the operation and maintenance of the equipment.

PART 2 - MATERIALS

2.01 EQUIPMENT
Equipment shall have a minimum 20-year life and allow for adjustment of the system voltage from 0% to 100% of rated capacity.

2.02 ANODES
A. Anodes shall be silicon iron conforming to ASTM A518, Grade 3 or platinum-clad niobium over copper/mixed metal oxide coated titanium rods made for use in fresh water. Platinum anodes shall be at least 0.062 inch thick, and thickness of platinum over niobium shall be not less than 100 microinches.

B. Provide sufficient anodes for a life of at least 20 years, with a circuit resistance not exceeding 1.05 ohms, located to distribute current to all submerged surfaces.

C. Provide anodes in the form of strings in which individual anodes are connected in series by a continuous cable. Run submerged anode cables without splicing. Cables shall be not smaller than No. 8 AWG stranded copper with high molecular weight or cross-linked polyethylene insulation for silicon iron anodes or No. 10 AWG for other type anodes.

2.03 RECTIFIER UNIT AND CONTROLLER
A. The rectifier shall automatically maintain the steel tank at a specific potential by adjusting the current output. Provide the following features:

1. Air-cooled.

2. Lightning protection.

3. Silicon or selenium stacks with surge and overload protection, suitable for continuous operation over an ambient temperature range of 0°C to 45°C.

4. Center tap, single phase.

5. 120-volt a-c, 60-hertz, single-phase input.

DRAFT - NOT FOR CONSTRUCTION
IMPRESSED CURRENT CATHODIC PROTECTION SYSTEM FOR 264226-4

STEEL WATER TANKS
City of SLO Wash Water Tank No. 1 Rehabilitation - 20 Jul 2023

6. Separate continuous reading meters for output current and voltage.

7. Direct readout of potential level.

8. Automatic control of output from 0% to 100% of rated capacity.

B. The units shall conform to NEMA 7-27, Part 7, covering cathodic protection units.

Provide a transformer of the two-winding type conforming to NEMA TR 1. Power unit efficiency shall exceed 70% at rated output. Provide a-c and d-c circuit protection using magnetic circuit breakers. Minimum current capacity of the power unit shall be 28 amperes, but this shall not relieve the Contractor from providing sufficient capacity to satisfy the specified requirements herein.

C. Provide an ammeter and voltmeter that are zero adjustable, both within 2% accuracy of full scale and having a minimum scale length of 1.7 inches. Meter scales shall be commensurate with rectifier current and voltage rating. If low current requirements prevent accurate readings, install lower range instruments and leave the original meters with the Owner for future use. Digital meters may be used.

D. The automatic controller shall have the ability to regulate the current output over the unit's full rated capacity. Current output shall be controlled to maintain a preselected metal-to-water potential using a permanent reference electrode within 1 inch of the protected metal or, if remote from submerged metal, without IR drop error. The preset potential shall be maintained within 15 millivolts. The power unit shall also be manually operable from 0% to 100% of rated capacity in case of controller failure. Provide a digital or analog meter for monitoring structure-to-reference cell potential. The meter shall have a sensitivity not less than 10 megohms and conform to the following, where applicable: accuracy within 2% of full scale, zero adjustable, with a scale length of at least 2 1/2 inches.

E. The enclosure thickness shall be not less than 14-gauge epoxy-coated steel or 12-gauge anodized aluminum with locking hasp. Anodizing shall be Type 1 architectural grade.

The cabinet shall be weatherproof (NEMA 3R), ventilated, and have stainless steel, brass, or aluminum hinges. The cabinet door shall have a rack or other means for holding operating and maintenance instructions. Cover air-cooling openings with aluminum insect screening.

F. A completely sealed cabinet of 16-gauge epoxy-coated steel or 12-gauge anodized or fusion-bonded epoxy-coated aluminum may be used to house the aforementioned power unit. Provide heat sinks so that the internal temperature does not exceed the specified ambient temperature by more than 10°C. A single digital meter may be used for all meter functions and shall include circuitry for printer readout of operating characteristics and modem connections for remote monitoring.

DRAFT - NOT FOR CONSTRUCTION
IMPRESSED CURRENT CATHODIC PROTECTION SYSTEM FOR 264226-5

STEEL WATER TANKS
City of SLO Wash Water Tank No. 1 Rehabilitation - 20 Jul 2023

2.04 REFERENCE ELECTRODE
A. CSEs shall be of the permanent type, suitable for continuous immersion and remain stable for a period of at least 10 years while drawing 2 microamperes. They shall have a potential of -0.316 volt, ±15 millivolts, to a standard hydrogen electrode.

B. The lead wire shall be not smaller than No. 14 AWG copper with Type RHW or XHHW insulation and shall be silver soldered to the copper core of the reference cell and sealed watertight by the manufacturer. The lead wire shall have no underwater splices.

C. Manufacturers: Harco "Perma-Cell," Wallace and Tiernan, or equal.

2.05 CONDUIT
Conduit shall be rigid, thick wall, hot-dipped galvanized inside and out with galvanized threads.

2.06 WIRING
Wiring shall be Type THWN. Anode and reference electrode lead wires shall be as specified above.

2.07 OTHER MATERIALS
Provide all other items necessary to complete the installation. Materials shall be expressly manufactured for the end use of cathodic protection.

PART 3 - EXECUTION

3.01 ELECTRICAL WORK
Aboveground wiring shall be in rigid galvanized steel conduit unless shown otherwise.

3.02 INSTALLATION OF HANDHOLES
Cut or grind smooth handholes and other penetrations of tank metal. Remove weld spatter prior to application of protective coatings. Grind smooth sharp edges, burrs, and weld spatter.

3.03 PAINTING
Coat exposed ferrous surfaces and hardware attached to the exterior of the tank the same as the tank exterior.

3.04 PLACING CATHODIC PROTECTION SYSTEM IN SERVICE
Prior to energizing the system and after filling the tank with water, measure structure-toreference cell potentials at a minimum of five locations on the tank floor and 5-foot

DRAFT - NOT FOR CONSTRUCTION
IMPRESSED CURRENT CATHODIC PROTECTION SYSTEM FOR 264226-6

STEEL WATER TANKS
City of SLO Wash Water Tank No. 1 Rehabilitation - 20 Jul 2023 intervals up the tank wall. Then energize and adjust the cathodic protection system so as to obtain a minimum IR (voltage drop) free or compensated for structure-to-reference cell potential equivalent to CSE potential of -0.85 volt at all locations tested. Current-on potentials shall not exceed -1.20 volts to a CSE placed within one centimeter of the metal surface. If the specified potentials cannot be obtained, modify the system as directed under "Warranty" above. Neatly tabulate native, current-on, and IR compensated polarized potential measurements. Provide two copies to the Owner.

3.05 OPERATION AND MAINTENANCE INSTRUCTIONS
Furnish six complete sets of detailed instructions covering operation and maintenance of the impressed current system to the Owner. The instructions shall cover wiring diagrams, description and function of the respective parts of the system, as-built drawings, and any other details necessary for a thorough understanding of the proper care of the system. Attach outline operating instructions to the door of the power unit.

3.06 RECTIFIER LOCATION
The rectifier location shall be same as existing, or at a nearby location as agreed to by the City.

END OF SECTION

DRAFT - NOT FOR CONSTRUCTION
GROUND LEVEL STEEL WATER STORAGE TANK REHABILITATION 331696-1 City of SLO Wash Water Tank No. 1 Rehabilitation - 20 Jul 2023 SECTION 331696 GROUND LEVEL STEEL WATER STORAGE TANK
REHABILITATION (AWWA D100 AND API 650)
PART 1 - GENERAL

1.01 DESCRIPTION
A. This section describes design, fabrication, and erection of a new roof for groundsupported flat-bottom welded steel water tank and rehabilitation of the existing tank in accordance with AWWA D100-11, AWWA D108-19, and API 650.

B. Provide connected valves, lightning protection and depth recording and level control gauges.

1.02 RELATED WORK DESCRIBED ELSEWHERE
A. Removal of Heavy Metal-Bearing Coatings: 099198
B. Coatings for Steel Water Tank: 099674.

1.03 STANDARD SPECIFICATIONS
A. Wherever reference is made to the State Specifications, such reference shall mean the State of California, Business, Transportation, and Housing Agency, Department of Transportation Standard Specifications, 2018 edition.

B. AWWA D100-11
C. AWWA D108-19
D. API 650 Appendix G – Structurally-Supported Aluminum Dome Roofs

1.04 DESIGN INFORMATION
A. The existing tank capacity in U.S. gallons and dimensions in feet are as follows:

1. 178,500 Gallons

2. 40 feet diameter

3. 20 feet shell height

DRAFT - NOT FOR CONSTRUCTION
GROUND LEVEL STEEL WATER STORAGE TANK REHABILITATION 331696-2 City of SLO Wash Water Tank No. 1 Rehabilitation - 20 Jul 2023 B. Aluminum Roof

1. Provide dome roof with a maximum rise of 6 feet from top of existing shell

2. Design Roof Live Load: 20 psf.

3. Design Wind Velocity: 103 mph.

4. Design Snow Load: None

5. Lowest One-Day Mean Ambient Temperature: 20°F.

1.05 DESIGN PROCEDURE
A. Comply with AWWA D100-11 except Section 14.

B. API 650 Appendix G for Structurally-supported aluminum dome roofs

1.06 EARTHQUAKE DESIGN
A. Seismic design criteria:

1. Seismic Use Group: III.

2. Spectral Response Acceleration Parameter Short Period, Ss = 1.13.

3. Spectral Response Acceleration Parameter at 1 second, S1 = 0.429.

4. Response Modification Factors:
a. Ri: 3.0.
b. Rc: 1.5.

B. Design Spectral Response Acceleration: Conform to Section 13.2.7 of AWWA D100-

11. C. Current Freeboard: 1.0 feet from the top of contained liquid (TCL) to the lowest level of roof framing.

D. Roof Seismic Design: Vertical acceleration Av, 0.14 x SDS.

DRAFT - NOT FOR CONSTRUCTION
GROUND LEVEL STEEL WATER STORAGE TANK REHABILITATION 331696-3 City of SLO Wash Water Tank No. 1 Rehabilitation - 20 Jul 2023 E. Compute the natural period of the tank-roof-water system necessary in accordance with AWWA D100.

F. Thermal Movement: Design connections of roof rafters to provide for thermal expansion and contraction for a temperature range of 20°F to 120°F.

1.07 SUBMITTALS
A. Submit Health and Safety Plan (HSP) including planned Confined Space Entry Procedures per City Standard 14-11.01A.

B. The drawing and accessory list of AWWA D100 is not required with the bid. Submit with detail drawings.

C. Submit the design calculations in sufficient detail to indicate the procedures used, signed by a civil or structural engineer licensed to practice in the project state.

D. Detail Drawings: Submit in accordance with Section 013300. Include:

1. Dimensional drawing.

2. Welding data tabulation.

3. Accessory list with fabrication detail.

4. Erection drawings

5. Catalog cuts, descriptions of standard manufactured items.

6. Anchor bolt size and layout when required.

7. Mill test reports of all steel materials with a certification of which ASTM or other . AWWA D100-required specification each material complies with.

E. Report of initial test radiographs and evaluation for each welder within a week after his employment for erection/fabrication of the tank on the site.

F. Report per AWWA D100, Section 11.2 at the conclusion of the work certifying the inspection.

G. Certificate of compliance with AWWA D100 with addenda.

DRAFT - NOT FOR CONSTRUCTION
GROUND LEVEL STEEL WATER STORAGE TANK REHABILITATION 331696-4 City of SLO Wash Water Tank No. 1 Rehabilitation - 20 Jul 2023 PART 2 - MATERIALS

2.01 ACCESSORIES
A. Clear span aluminum dome: Layout as indicated on drawings.

B. Center roof vent containing removable panels with aluminum backer mesh and aluminum insect mesh.

C. Guardrails: Layout as indicated on drawings
D. Non-skid walking surface: Layout as indicated on drawings.

E. Tie off anchor and nylon coated 304 stainless steel wire rope.

F. Access hatches:

1. 30 inches by 30 inches roof access at interior ladder.

G. Addition of new 3-foot tall shell course on top of existing tank shell.

2.02 LIGHTNING PROTECTION SYSTEMS
A. Provide air terminals, ground connections, and grounding system. Comply with UL 96A
B. Use a buried No. 4/0 bare copper wire counterpoise installed along the tank foundation periphery. Provide a 3/8-inch-diameter, 10-foot-long, copper-clad grounding rod at each down conductor location. Protect the connection of the down conductor, ground rod, and the counterpoise in a concrete box with a removable cast-iron cover plate marked "GROUNDING ELECTRODE." Provide crushed rock in the bottom of the box for drainage to a depth of 18 inches.

C. Use exothermic welds for wire splicing and bonding to the tank.

PART 3 - EXECUTION

3.01 FIELD WELD INSPECTION AND TESTING
A. The Contractor shall obtain and provide the services of a qualified testing laboratory to perform the quality control specified in AWWA D100, Section 11.2.

DRAFT - NOT FOR CONSTRUCTION
GROUND LEVEL STEEL WATER STORAGE TANK REHABILITATION 331696-5 City of SLO Wash Water Tank No. 1 Rehabilitation - 20 Jul 2023

3.02 WELDING
A. Review Contractor-certified qualification records of the welders employed for erection with the Owner's Representative at the start of erection and each time a new welder is employed. Provide a record for each welder indicating:

1. Date and result of qualification tests.

2. Contractor conducting tests.

3. Identifying mark of welder.

B. All butt joints require complete joint penetration welds.

C. Do not weld when the temperature is less than 32°F; during rain, snow, or high winds; or when ice is on the metal. For plate thicknesses in excess of 1 1/2 inches, preheating is required when the metal temperature is less than 70°F.

3.03 SPOT RADIOGRAPHS
A. During erection of the tank shell, obtain and evaluate spot radiographs in the first 10 feet of joint welded by each welder. In addition to the procedure in AWWA D100, Section 11.2, transmit the radiographs and the evaluation to Owner's Representative within one week after the employment of each welder on the site.

B. Obtain and evaluate a spot radiograph in each 100 feet of shell weld subject to primary stress and in each 200 feet of shell weld subject to secondary stress. Maintain for review by the Owner's Representative on the site and include in the report at job conclusion a record of the extent of repair of defective welds and the spot radiographs of the repaired joint.

3.04 TEMPORARY CLOSURE OF TANK OPENINGS
A. Provide and emplace with three or more bolts temporary covers of metal, 10 gauge minimum, or plywood, concrete form quality, cut to fit the tank openings that are not fitted with valves, hatches, or manhole covers at the completion of erection. The covers are intended to exclude dust, animals, and intruders before and after painting and after disinfection.

3.05 DISINFECTION
A. Per Specification Section 099674.

END OF SECTION

APPENDIX

APPENDIX
0 APPENDIX C – LEAD PAINT TEST RESULTS

Area
Address 530 Paulding Circle Order #: 504691
Arroyo Grande, CA 93420
Project Wash Water Tank #1 Rehabilit.
202
Customer Michael K. Nunley and Associates Inc. (5319)
Number 2022-004 PO Number
Received 02/06/23
Matrix Paint-CM
Total Conc. RL*
Cust. Sample ID
Parameter
Sample ID Location
Schneider Laboratories Global, Inc
2512 W. Cary Street • Richmond, Virginia • 23220-5117
804-353-6778 • 800-785-LABS (5227) • Fax 804-359-1475
02/07/23
Location San Luis Obispo, CA
Analyzed
Reported 02/07/23
Sample Date
Method
Analysis Report
504691-001 1 JH, WW1, Paint, Type A 01/24/23
Lead EPA 7000B 929 cm2 12.1 mg 0.0131 mg/cm2 0.000538 mg/cm2 Analyst
Reviewed By
Analyst SA
504691-02/07/23 05:11 PM
Maggie Yokley
Federal Lead Paint Statute
Location Level Unit
Lead in paint 1.00 mg/cm2
Minimum *Reporting Limit (RL): 0.0100 mg. All internal QC parameters were met. Unusual sample conditions, if any, are described. The test results apply to the sample as received. Do not reproduce this report except in full. Values are reported to three significant figures. AIHA LAP, LLC accredited for Lead (Lab ID 100527).

APPENDIX

APPENDIX
1 APPENDIX D – INTERIOR LADDER PHOTOS

Figure 1 – Top Ladder Support
Figure 2 – Top Ladder Rung

R ______
RESOLUTION NO. _____ (2023 SERIES)

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

OBISPO, CALIFORNIA, AUTHORIZING USE OF THE WATER FUND

UNRESERVED WORKING CAPITAL FUND TO SUPPORT THE WASH
WATER TANK NO. 1 REHABILITATION, SPECIFICATION NUMBER
2000034-03
WHEREAS, in June of 2021, City Council approved the 2021-23 Financial Plan, which identified the Wash Water Tank No. 1 Rehabilitation (Project) with a budget of $40,000 for design efforts and $325,000 for construction efforts; and WHEREAS, in June of 2023, City Council approved the 2023-25 Financial Plan and increased the appropriation to support construction efforts to $475,000 in the 2023- 24 budget for the Wash Water Tank No. 1 Rehabilitation (2000034-03); and WHEREAS, the Project’s total construction cost is estimated to be $689,000; therefore, an additional $215,000 is needed to fund the construction contract; and WHEREAS, to cover the remaining budget needed to support the construction contract, staff recommend that City Council appropriate $215,000 from the Water Fund Unreserved Working Capital Balance to Project 2000034-03; and WHEREAS, the Water Fund has an Unreserved Working Capital balance of $13,318,014.

NOW, THEREFORE, BE IT RESOLVED by the Council of the City of San Luis Obispo as follows:

Resolution No. _____ (2023 Series) Page 2
R ______
SECTION 1. The City Council appropriates $215,000 from the Water Fund Unreserved Working Capital Balance to the Wash Water Tank No. 1 Rehabilitation project account 2000034-03.

Upon motion of _______________________, seconded by
_______________________, and on the following roll call vote:

AYES:

NOES:

ABSENT:

The foregoing resolution was adopted this _____ day of _____________________ 2023. ___________________________
Mayor Erica A. Stewart
ATTEST:
__________________________
Teresa Purrington
City Clerk
APPROVED AS TO FORM:
__________________________
J. Christine Dietrick
City Attorney
IN WITNESS WHEREOF, I have hereunto set my hand and affixed the official seal of the City of San Luis Obispo, California, on ______________________. ___________________________
Teresa Purrington
City Clerk

Item 6e
Department: Public Works
Cost Center: 5010
For Agenda of: 10/17/2023
Placement: Consent
Estimated Time: N/A
FROM: Matt Horn, Public Works Director
Prepared By: Bryan Wheeler, Transportation Planner / Engineer SUBJECT: AUTHORIZE RIGHT-OF-WAY ACQUISITION OF 50 HIGUERA STREET

FROM CALTRANS FOR THE HIGUERA STREET WIDENING (BRIDGE
TO ELKS) PROJECT, SPECIFICATION NO. 2091294

RECOMMENDATION
Adopt a Draft Resolution entitled, “A Resolution of the City Council of the City of San Luis Obispo, California, affirming the transfer of Easements from the State of California Department of Transportation to support construction of the Higuera Street Widening (Bridge to Elks) Project, Specification No. 2091294.”

POLICY CONTEXT
The City’s General Plan Circulation Element and Mid-Higuera Enhancement Plan identify plans to widen various segments of Higuera Street to provide width for continuous center medians/left-turn lanes. A project to accomplish this along the segment between Bridge Street and Elks Lane is currently in design (Specification No. 2091294). In addition, the City’s Active Transportation Plan identifies plans for complete street improvements along the Higuera Street corridor from Marsh Street to Los Osos Valley Road, including addition of protected bike lanes and a center turn lane (where turn lanes do not currently exist).

This project is also currently in design. Both of these projects are in alignment with the City’s current Major City Goal for Climate Action, Open Space and Sustainable Transportation. In order to support the planned Higuera Street Widening (Bridge to Elks) and Higuera Complete Street Projects, right-of-way acquisition is needed from the property at 50 Higuera Street, which is owned by the California Department of Transportation (Caltrans).

With previous authorization from Council, staff has advanced negotiations with Caltrans to acquire the road, pedestrian, and temporary construction easements needed to construct the planned widening of Higuera Street from Bridge Street to Elks Lane. Before Caltrans can approve this right-of-way transaction, they require a resolution adopted by the San Luis Obispo City Council affirming the purpose and need for these easements.

The purpose of this staff report is to request that the City Council adopt a resolution (Attachment A) to affirm the purpose and need for this land acquisition, and the City’s intent to accept these easements once approved by Caltrans.

Item 6e

DISCUSSION
Background
Currently, there is no center median or left-turn lanes along Higuera Street between Bridge Street and Fontana Avenue, which has contributed to a high collision rate, particularly along the segment between Bridge Street and Elks Lane fronting the Caltrans property at 50 Higuera Street. This segment has been identified as a high collision rate location in the City’s annual Traffic Safety Report, with a total of 20 collisions reported in the most recent five-year period on Higuera between Madonna Road and Elks Lane. The recommendation identified in the City’s Traffic Safety Report to mitigate this collision trend is widening of Higuera Street to provide a continuous center two-way left-turn lane. The addition of a center turn lane is also identified in the General Plan Circulation Element.

In 2014, staff applied through the Caltrans Highway Safety Improvement Program (HSIP), requesting grant funding to support a roadway widening project along a 600-foot segment of Higuera Street between Bridge Street and Elks Lane to provide a dedicated center leftturn lane. The application was successful, and the City was awarded $451,000 of federal funding to support the development of this project.

An easement is required along the west side of Higuera Street fronting the Caltrans property at 50 Higuera Street to construct the proposed roadway improvements. Staff has procured property appraisals for this right-of-way, which includes 7,071 sq. ft. of permanent roadway easement, 1,188 sq. ft. of permanent pedestrian easement, and 5,542 sq. ft. of temporary construction easement (TCE). An exhibit illustrating the proposed easements for the project is part of the Resolution, Attachment A, as required by Caltrans. The eventual roadway configuration of the project is provided as Attachment B.

Over the past several years, project designs have been advanced to the 90% complete stage, environmental (CEQA/NEPA) certification is complete, right-of-way limits are confirmed, and property appraisals have been completed. Staff has made significant progress with Caltrans on right-of-way acquisition and is on pace to complete this transaction by early 2024. One of the remaining items needed for Caltrans to approve this land transaction is City Council Resolution which would state the public purpose/need for the three easements on the Caltrans property.

It should also be noted that staff is in progress with designs for the Higuera Complete Street Project, which will advance multimodal improvements along Higuera Street, including the segment between Bridge Street and Elks Lane. The Higuera Widening Project, which is planned to be constructed ahead of the Complete Street Project, will not only provide the additional street width needed to add a center turn lane, but will provide additional width needed to implement protected bike lanes at this location with the Complete Street Project. The Higuera Widening (Bridge to Elks) Project is on pace to start construction by summer 2024.

Item 6e
Previous Council or Advisory Body Action
During a Closed Session held on February 15, 2023, the City Council authorized staff pursuant to California Government Code Section 54956.8 to begin formal negotiations with Caltrans to acquire the easements needed to construct the Higuera Widening (Bridge to Elks) Project.

Public Engagement
Opportunities for public input regarding plans to widen Higuera Street between Bridge Street and Elks Lane were provided as part of the 2014 General Plan LUCE Update, as part of the Mid-Higuera Enhancement Plan, and with approval of capital improvement project funding appropriations through several recent City Financial Plans. This specific item is on the Council Agenda for the October 17, 2023 meeting and will follow all required postings and notifications. The public will have additional opportunity to comment on this item at or before the meeting. Lastly, staff will return for City Council to approve the final project plans and specifications and request authorization to advertise the project for construction, which provides the public an additional opportunity to provide input on this project prior to implementation.

ENVIRONMENTAL REVIEW
Both CEQA and NEPA environmental review have been previously approved for the Higuera Widening (Bridge to Elks) project. A Categorical Exemption for both CEQA and NEPA was completed in 2010, as an Existing Facility (15301). The Community Development Department has determined that to date, there have been no substantial changes to the project, project area, or circumstances of the project that would require further environmental review.

CONCURRENCE
This staff report has been reviewed and has concurrence from the Public Works Department, including the City Engineer, as well as the City Attorney’s Office and City Administration.

FISCAL IMPACT
Fiscal Analysis
Budgeted: N/A Budget Year: FY 2023-24
Funding Identified:

Item 6e
Fiscal Analysis:

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

Total N/A N/A N/A N/A
The specific action requested in this report has no direct fiscal impact. In a Closed Session held on February 15, 2023, the City Council authorized staff to negotiate with Caltrans on price and terms for acquisition of easements needed to construct the project. Negotiations with Caltrans are ongoing. Currently, there is a balance of approximately $942,000 in the project account, which is anticipated to be sufficient to fund right-of-way acquisition and construction of the project. The project will be presented to City Council again as part of the standard CIP approval process.

ALTERNATIVES
Council could decide not to approve the Resolution affirming the purpose and need of the easements at 50 Higuera Street. This action is not recommended by staff because it will likely delay both the Higuera Widening (Bridge to Elks) and Higuera Complete Street projects and subject these projects to additional cost escalation.

ATTACHMENTS
A - Draft Resolution affirming the transfer of easements for the Higuera Street Widening (Bridge to Elks) Project, Specification No. 2091294 B - Draft Striping Plan Design Layout for Higuera Street Widening Project

R ______
RESOLUTION NO. _____ (2023 SERIES)

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

OBISPO, CALIFORNIA, AFFIRMING THE TRANSFER OF EASEMENTS

FROM THE STATE OF CALIFORNIA DEPARTMENT OF

TRANSPORTATION TO SUPPORT CONSTRUCTION OF THE HIGUERA

STREET WIDENING (BRIDGE TO ELKS) PROJECT, SPECIFICATION NO. 2091294
WHEREAS, the City of San Luis Obispo (“City”) General Plan Circulation Element and Mid-Higuera Enhancement Plan identify plans for widening of Higuera Street to provide width for a continuous center median/left turn lane; and WHEREAS, the City plans to construct the Higuera Street Widening (Bridge to Elks) Project (“Project”), which includes roadway widening along Higuera Street to provide width for a center turn lane, enhanced bikeways, and pedestrian sidewalks; and WHEREAS, a real property interest is required to construct the Project, which necessitates easements for public road, pedestrian, and temporary construction purposes over that certain real property owned by the State of California Department of Transportation (the "State") described as DE 12012-01-01, DE 12012-01-02, DE 12012- 01-03 in the attached Director’s Deed Easement Maps; and WHEREAS, it is in the public interest for City to acquire the State Property Easement; and
WHEREAS, on December 10th, 2010, the City of San Luis Obispo Community Development Department certified a Notice of Exemption for the Project, which was prepared in accordance with the California Environmental Quality Act (CEQA) and the State CEQA Guidelines, adequately addressing impacts associated with the Project; and WHEREAS, the Community Development Department has determined that to date, there have been no substantial changes to the project, project area, or circumstances of the project that would require further environmental review.

NOW, THEREFORE, BE IT RESOLVED by the Council of the City of San Luis Obispo as follows/or that (whatever action is needed):

SECTION 1. That the recitals set forth above are true and correct and are incorporated herein.

SECTION 2. Property described in the Director’s Deed Maps shall be used for the construction of the Higuera Widening (Bridge to Elks) Project.

Resolution No. _____ (2023 Series) Page 2
R ______
SECTION 3. The City Clerk shall deliver to Public Works copies of this Resolution for further processing and coordination with the State and California Transportation Commission (CTC).

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

AYES:

NOES:

ABSENT:

The foregoing resolution was adopted this _____ day of _______________ 2023. ___________________________
Mayor Erica A. Stewart
ATTEST:
______________________
Teresa Purrington
City Clerk
APPROVED AS TO FORM:
______________________
J. Christine Dietrick
City Attorney
IN WITNESS WHEREOF, I have hereunto set my hand and affixed the official seal of the City of San Luis Obispo, California, on ______________________. ___________________________
Teresa Purrington
City Clerk

Date
Project No.

Filename: \\ghdnet\ghd\US\San Luis Obispo\Projects\Legacy\PRJ\2082\2082EX008.dwg Plot Date: 01 September 2023 9:11 AM CITY OF SAN LUIS OBISPO 2082
HIGUERA STREET WIDENING PROJECT JULY 2023
0 200' 400' DETAIL MAP
N
DE 12012-01-02
DE 12012-01-01
DE 12012-01-03

DISTRICT COUNTY ROUTE POSTMILE NUMBER
SLO 101 27.5
LEGEND
KEY PARCEL NUMBER AREA (SF) DE 12012-01-01 7,071 DE 12012-01-02 1,188 DE 12012-01-03 5,542

Date
Project No.

Filename: \\ghdnet\ghd\US\San Luis Obispo\Projects\Legacy\PRJ\2082\2082EX008.dwg Plot Date: 01 September 2023 9:05 AM CITY OF SAN LUIS OBISPO 2082
HIGUERA STREET WIDENING PROJECT JULY 2023
0 1000' 2000'

INDEX MAP
N
DE 12012-01-02
DE 12012-01-01
DE 12012-01-03

DISTRICT COUNTY ROUTE POSTMILE NUMBER
SLO 101 27.5
LEGEND
KEY PARCEL NUMBER AREA (SF) DE 12012-01-01 7,071 DE 12012-01-02 1,188 DE 12012-01-03 5,542

HIGUERA STREET WIDENING
CITY SPECIFICATION NO.
02/28/2023
DATE:

PROJECT TITLE:

SHEET TITLE:
of
SHEET NO.
8 DESIGNED BY:DRAWN BY:CHECKED BY:

JDW
APPROVED BY:

JDW
SCALE:

Approved:

PLAN FILE NO. / LOCATION
O:\PRJ\2082\2082PD001.dwg 2/28/2023 2:30:24 PM
-
8 1"=20'

SIGNING AND STRIPING PLAN
2082PD001
JSBJSB
N

City of San Luis Obispo, Council Memorandum
City of San Luis Obispo
Council Agenda Correspondence
DATE: October 17, 2023
TO: Mayor and Council
FROM: Brian Nelson, Deputy Director of Public Works / City Engineer Matt Horn, Public Works Director
VIA: Derek Johnson, City Manager
SUBJECT: ITEM 6F – AUTHORIZATION TO ADVERTISE ON-CALL SERVICES FOR QUALIFICATIONS – VARIOUS PROFESSIONAL SERVICES
Staff received the following questions, regarding the request to advertise on-call services.

The questions are below with staff’s response shown in italics:
1) Do we have any local preference allowances in our selection process for these contracts?
California statute (Government Code Section 4525 – 4529.5) requires all government agencies to utilize Qualifications-Based Selection (QBS). QBS is a competitive procurement process that requires a public agency to hire design professionals based on their qualifications and competence. The code states “Notwithstanding any other provision of law, selection by a state and local agency head for professional services … shall be on the basis of demonstrated competence and on the professional qualifications necessary for the satisfactory performance of the services required.” The requirements of QBS procurement do not identify location as a suitable qualification criterion. However, in general, local firms rank higher in the selection process due to their familiarity with the local codes and standards, past and present projects with the City, and ability to more quickly respond to work requests due to their proximity.
2) For Urban Design, Transportation Engineering, and similar contracts, do we require any certifications like Leadership in Energy and Environmental Design (LEED), National Association of City Transportation Officials (NACTO), or similar that demonstrates firms seeking selection have experience in best practices or incorporating environmental and health considerations into design?
The Request for Qualifications (RFQ) process will prequalify professional services firms, resulting in a short list of firms from which staff can seek proposals for individual projects. Various professional organization accreditations and certifications are not a prerequisite for being selected for on-call services since not all projects include a related scope of work. However, firms demonstrating project expertise, certifications, and/or accreditations that align well with City policies and forward-thinking design standards and practices are typically ranked higher than those without.

Item 6f
Department: Public Works
Cost Center: 5009
For Agenda of: 10/3/2023
Placement: Consent
Estimated Time: N/A
FROM: Matt Horn, Public Works Director
Prepared By: Brian Nelson, Deputy Director of Public Works / City Engineer SUBJECT: AUTHORIZATION TO ADVERTISE ON-CALL SERVICES REQUEST FOR QUALIFICATIONS – VARIOUS PROFESSIONAL SERVICES

RECOMMENDATION

1. Authorize the advertisement of Requests for Qualifications (RFQ) to establish on-call consultant agreements for the following professional services, in a form approved by the City Engineer and City Attorney:
a. Architectural Design
b. Civil Engineering Design
c. Construction Management
d. Environmental Services
e. Land Surveying
f. Landscape Architecture
g. Mechanical Engineering
h. Right of Way Acquisition
i. Soils and Materials Testing
j. Structural Engineering Design
k. Transportation Engineering Services
l. Travel Demand Modeling
m. Civil Design - Water + Wastewater Specialty (New Service Category) n. Electrical Engineering (New Service Category)
o. Public Capital Project Management (New Service Category) p. Urban Design (New Service Category)
q. Energy Services (New Service Category)

2. Authorize the City Manager to execute on-call agreements with selected consulting firms; and

3. Authorize the City Engineer to amend or extend on-call agreements for services in accordance with its terms and within the available annual budget; and

4. Authorize the City Engineer to issue an additional 1-year contract extension for the following professional services set to expire in December 2023, and which have already received a 1-year extension as allowed by contract:
a. Landscape Architecture
b. Construction Management
c. Environmental Services
d. Soils and Materials Testing

Item 6f

POLICY CONTEXT
On-call services is a best practices approach to efficient project delivery and is consistent with San Luis Obispo Municipal Code Section 3.24.070(C) (Authority to Hire Consultants).

Section 3.24.070 provides that bidding procedures do not apply to contracts involving acquisition of professional or specialized services, and selection of such services can be made from an approved list of on-call consultants that is established by a formal request for qualifications (RFQ) process. The section further provides that on-call consultant lists shall be renewed at least every five years by a new RFQ process.

DISCUSSION
Background
The City’s Capital Improvement Plan (CIP) implements Council priorities by including projects that build, maintain, and improve infrastructure. The CIP includes a mix of projects designed and managed exclusively by City staff as well as projects that use consultant services, including services provided by on-call consultants. This on-call service approach has been used successfully for many years, starting with survey services in 1998 and, in 2007, expanding to engineering, architecture, and other disciplines. The City’s CIP projects vary in size, and the Request for Qualifications (RFQs) generally draws local consulting firms familiar with the types of projects the City implements.

Request for Qualifications Selection and Contract Management The existing on-call consultant contracts and services are set to expire at various times over the upcoming 12 months as identified in the below table. The typical contractual term for on-call services is four years plus an optional one-year extension. Additionally, staff have identified the need for additional on-call firms with expertise in Civil Design Services (with a Water and Wastewater focus), Electrical Engineering, Project Management, Urban Design, and Energy Services.

Table 1: Existing Services and Contract Expirations
ID Service Category Expiration Date
1 Landscape Architecture December 2023
2 Construction Management December 2023
3 Environmental Services December 2023
4 Soils and Materials Testing December 2023
5 Transportation Engineering Design June 2024
6 Travel Demand Modeling June 2024
7 Architectural Design December 2023*
8 Mechanical Engineering December 2023*
9 Right of Way Services December 2023*
10 Civil Engineering Design January 2024*
11 Land Surveying January 2024*
12 Structural Engineering** September 2024*

Item 6f
*These expiration dates can be extended by mutual consent for up to one additional year. Due to staff capacity, staff intend execute the extension for these services and readvertise over the next calendar year as resources are available.
**The current service agreements for Structural Engineering are specific to firms with experience in parking structural maintenance work. Staff intend to readvertise to open this on-call services to more general structural engineering expertise. Existing agreements will remain in place through the expiration date.

It is recommended that Council authorize staff to advertise for all on-call services (listed in Recommendation #1) through the RFQ process in the coming months, with the immediate priority of securing services that have already been extended by a year and are set to expire (as identified in Recommendation #4). Due to limited staffing resources that can be diverted to this work effort, staff are requesting authorization to extend soonto-expire agreements for an additional one year while new services proposals are reviewed, consultants selected, and final agreements reached. The RFQ to final agreement timeframe can extend up to three months depending on the quantity of firms that submit proposals as well as staff capacity to coordinate review and selection.

The RFQ model is used to identify the skill set of the consultants submitting qualifications.

RFQs enable City staff to determine how those qualifications align with future City projects. This is different from the project-specific Request for Proposals (RFP) model.

After evaluating the RFQ submittal packages, the top consultants in each specialized area will be selected to enter into an agreement with the City. Consultant selection is based on their demonstrated ability to provide the services proposed in a timely manner with qualified staff. Once the selected consultants enter into an agreement with the City, their services on an individual project are implemented rapidly, without the need for an individual RFP. Staff have the ability, and often will, solicit project specific proposals from various consultants to ensure cost control. This also allows the City to address emergency work or unanticipated circumstances in an efficient manner. For instance, the existing services agreements were crucial for initiating design of storm recovery projects such as the San Luis Drive Emergency Bank Stabilization. The competitive qualification process for these services also supports the City during emergency operations and positions the City to be able to submit claims for emergency work under the rationale that base services and costs were competitively qualified and selected prior to the emergency.

The selected consultant firms will remain on contract for four years, with the option to extend the contract one additional year. The consultants will operate under the conditions of the agreement included in the RFQ. Individual projects will be scoped by the City department most involved. The City’s Project Manager will work with the consultant to determine the final cost for the services, which are determine by the consultant’s scope of work and hourly rates for services. The specific project work will then be authorized via a Purchase Order through the Finance Department. Prior to advertising for qualifications, RFQ documents specific to each service category will be reviewed and approved by the City Engineer and City Attorney.

Item 6f
New Services
As identified above, there are several new service categories that staff believe could provide more expertise and design support for current and future Capital projects.

Civil Design - Water + Wastewater Specialty (New Service Category) Water treatment/distribution and Wastewater collections and treatment is a specialized sub-discipline of civil engineering. Many civil engineering firms specialize in providing these services to government agencies, and therefore a separate on-call list for this specialized service will provide the Utilities Department with more consultants to choose from to assist with the delivery of capital projects.

Electrical Engineering (New Service Category)
Typically, the City’s electrical needs are ancillary to other capital work, and the electrical components of a project are contracted to sub-consultants of the architects or civil engineering firms leading the work. As an example, the City would work with an architect for a facility remodel and the architect would hire an electrical engineer if lighting modifications or other electrical upgrades were found necessary. However, with increased needs in the area of solar power, EV Charging Stations, and lighting retrofits, electrical engineering services could help to implement energy efficiency projects within current and future capital improvement plans.

Public Capital Project Management / Staff Augmentation (New Service Category) This service category would entail comprehensive Capital Project Management services, aimed at overseeing and optimizing the planning, execution, and monitoring of City capital projects. It is expected that chosen firms and their assigned resources would identify and collaborate closely with all stakeholders to define project goals, establish budgets, create timelines, and implement efficient project management methodologies while reporting progress and deliverables to program managers. Firms could also provide Staff Augmentation services, offering the flexibility to bolster the City’s existing workforce with skilled professionals in project management and engineering. With ongoing challenges filling existing staffing vacancies in the CIP Engineering and Transportation programs, an on-call list of firms that provide these services could prove valuable as an interim solution to maintain progress on delivery of the City’s capital improvement plan.

Urban Design (New Service Category)
Urban design professional services encompass a wide range of activities aimed at improving the quality of life in urban areas, promoting sustainability, and creating vibrant, functional, and visually appealing cities and neighborhoods and embed inclusiveness and the perspective of how people will use them safely and that projects will enrich the urban fabric and design of the community. These professionals work at the intersection of architecture, planning, and social sciences to shape the future of urban environments.

This service category would provide an opportunity to engage with professionals that have a track record of success in San Luis Obispo and similar communities. Staff expect that firms interested in working with the City under this classification could overlap with other existing service categories but provide a more holistic approach to City design.

Item 6f
Energy Services
The City’s commitment to Climate Action includes providing sustainable design and reducing overall energy usage and cost through implementation of energy efficiency measures and renewable energy solutions. Under Government Code Section 4217.12, public agencies may streamline the delivery of energy efficiency projects and Council approved this approach and the use of “design/build” procurement at the September 20, 2022 Council meeting, including adoption of Resolution 11361.

The FY23/25 Financial Plan includes funding for City fleet charger installations that could benefit from efficiencies of design-build delivery, which incorporates design and construction services under one contract. By issuing an RFQ for Energy Services Companies that provide design-build services and a history of successful energy efficiency projects, the City may achieve more rapid deployment of electric vehicle charging stations as well as other future efficiency projects that advance the City’s Climate Action Plan.

Public Engagement
These RFQs will be advertised to the public. Specific public engagement will occur for each specific project as needed and will conform to the City’s adopted Public Engagement Manual.

CONCURRENCE
The Public Works and Utilities Departments concur with the need for renewed professional services contracts.

ENVIRONMENTAL REVIEW
The California Environmental Quality Act does not apply to the recommended action in this report, because the action does not constitute a “Project” under CEQA Guidelines Sec. 15378.

FISCAL IMPACT
Budgeted: N/A Budget Year: N/A
Funding Identified: N/A

Item 6f
Fiscal Analysis:

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

Total
There is no fiscal impact associated with establishing on-call service contracts with consultants because no specific funds are obligated or earmarked under these contracts.

After the agreements are executed by the City Manager, scoping meetings and Purchase Order issuance will follow obligating funding amounts and sources. Work will be billed to individual project accounts, within the authorized and appropriated project budgets.

ALTERNATIVES
Individual Project RFPs. Council can direct staff to proceed in a manner of issuing RFPs for each individual project in the process outlined by the City’s Purchasing Guidelines. In this case, a company with greater experience in the specific work might be attracted; however, this process is very time consuming and increases the work required for an individual project, reducing overall project production. Staff does not recommend this approach because it increases the time to implement individual contracts, while providing minimal benefit. RFPs can still be issued on a case-by-case basis when specialized skills, not available through on-call contracts, are needed.

Item 6g
Department: Administration
Cost Center: 1021
For Agenda of: 10/17/2023
Placement: Consent
Estimated Time: N/A
FROM: Greg Hermann, Deputy City Manager
Prepared By: Kevin Christian, Deputy City Clerk
SUBJECT: ADVISORY BODY APPOINTMENT – TOURISM BUSINESS

IMPROVEMENT DISTRICT BOARD

RECOMMENDATION
Confirm the appointment of Nipool Patel to the Tourism Business Improvement District Board (TBID).

POLICY CONTEXT
The Advisory Body Handbook, last adopted by City Council in September 2021, outlines the recruitment procedures, membership requirements, and term limits for all advisory bodies. Additionally, the City Council Policies and Procedures Manual, last updated May 2023, describes the “Appointment Procedure” and “Process” for Advisory Body appointments. Recruitment and appointment recommendations were performed in conformance with all recruitment procedures, processes, and bylaws found in these resources.

California Government Code Section 54972, Local Appointments List (Maddy Act), requires that on or before December 31st of each year, each legislative body shall prepare an appointments list for their boards, commissions, and committees whose members serve at the pleasure of the legislative body. This obligation was met and is ongoing.

DISCUSSION
Recruitment for the TBID was held during the annual recruitment process which began in November 2022 and culminated with appointments in March of 2023. Unfortunately, there was not a surplus of qualified applicants for the TBID to fill any following unscheduled vacancies. The TBID received a resignation immediately following the annual recruitment process which was successfully filled in June following additional recruitment efforts.

Subsequently another resignation was received and as there were no unappointed TBID applicants following the recent recruitment process, notices were placed as described in the Public Engagement section, with additional outreach conducted by staff.

Item 6g
Per the process detailed in the City Council Policies and Procedures Manual, the Council Liaison Subcommittee assigned for the TBID, Vice Mayor Marx and Council Member Pease, recommend Nipool Patel for appointment to the remainder of a 4-year term ending March 31, 2024, and a subsequent 4-year term ending March 31, 2028.

Public Engagement
Notices that the City was accepting applications for the City Advisory Bodies Annual Recruitment were placed on the City’s website and “e-notification” service, listed in the annual Local Appointments List (Maddy Act Notice – GC 54972) on the City Website and City Information kiosk, and distributed via City social media outlets, in November 2022.

Notices that the City was specifically recruiting for the current unscheduled vacancy on the TBID were posted in the City Information kiosk outside City Hall and on the Advisory Body Vacancies page of the City website on May 9, 2023, following Maddy Act guidelines.

CONCURRENCE
The Council liaisons for the TBID concur with the recommendation.

ENVIRONMENTAL REVIEW
The California Environmental Quality Act does not apply to the recommended action in this report, because the action does not constitute a “Project” under CEQA Guidelines Sec. 15378.

FISCAL IMPACT
Budgeted: N/A Budget Year: 2022-23
Funding Identified: N/A
Fiscal Analysis:

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

Total $ $ $ $ N/A
Advisory body members serve as volunteers and donate their time. The costs related to recruitment are accounted for in the annual budget appropriation in the City Clerk program.

Item 6g

ALTERNATIVES
Council could recommend changes to the subcommittee’s recommended appointment or direct staff to re-open recruitment for additional candidates. This is not recommended as the Council Liaisons for the committee feel that they have been quite thorough in their consideration of the applicant and the Council’s needs in their selection process.

ATTACHMENTS
Candidates’ applications are available in the City Clerk’s office.

Item 7a
Department: Administration
Cost Center: 1006
For Agenda of: 10/17/2023
Placement: Business
Estimated Time: 45 minutes
FROM: Greg Hermann, Deputy City Manager
Prepared By: Molly Cano, Tourism Manager
Jacqui Clark – Charlesworth, Tourism Analyst
SUBJECT: ANNUAL REPORT OF THE TOURISM BUSINESS IMPROVEMENT DISTRICT FOR FY 2022-23

RECOMMENDATION

1. As recommended by the Tourism Business Improvement District (TBID) Board, receive and approve the TBID Board’s annual report for FY 2022-23; and

2. Adopt a Draft Resolution of intention entitled, “A Resolution of the City Council of the City of San Luis Obispo, California, declaring its intention to continue the San Luis Obispo Tourism Business Improvement District, to continue the basis for and to levy the assessment for the district, and to set a date for the Public Hearing on the district and the assessment for 2023-24.”

POLICY CONTEXT
As referenced in the City’s Municipal Code, 12.42.060 and Sections 36530 and 36533 of the State’s Parking and Business Improvement Law, the appointed TBID Advisory Board is to submit an annual report that outlines the past year’s efforts and how the funding was used and to what effect.

DISCUSSION
Background
In June 2008, the Council adopted Ordinance No. 1517 establishing a tourism business improvement district as requested by the local lodging industry. The district was formed under the State’s Parking and Business Improvement Law of 1989, sections 36500 et seq. of the Streets and Highways Code and codified into the City’s Municipal Code under Chapter 12.42.

Pursuant to Municipal Code Section 12.42.060 and Sections 36530 and 36533 of the State’s Parking and Business Improvement Law, the appointed TBID Advisory Board is to submit an annual report (Attachment A) that outlines the past year’s efforts and how the funding was used and to what effect.

Item 7a
Section 36534 further requires that after the approval of the annual report, the Council shall adopt a resolution of intention (Attachment B) to levy an annual assessment for that fiscal year. The resolution also sets a public hearing to receive any written or oral protests against the continuation of the TBID as required by the applicable statute.

Annual Report
On September 13, 2023, the TBID Board met to finalize the 2022-23 annual report for recommendation to the Council. Public noticing for the TBID Advisory Board meeting was performed through the posting of the agenda on the City’s website by 5:00 pm on September 8, 2023. For convenience, the agenda was also distributed to TBID constituents and stakeholders via email. The annual report reiterates the use of the TBID funds within the defined marketing platform that guides the strategy used to deliver on the TBID’s objective and goals. The annual report’s contents include:

1. TBID Background and Advisory Body

2. 2022-23 Year by the Numbers

3. Strategic Plan Implementation and Program Approach

4. 2022-23 Summary of Activities

5. 2022-23 Financial Statement

6. Looking Ahead to 2023-24

7. Charts and Graphs showing various results
Next Steps
Should the City Council approve the annual report and adopt the resolution of intention, a public hearing will be noticed for November 7, 2023. The public hearing will allow hoteliers to submit comments, voice concerns, and protest the assessment.

As set forth in Sections 36524 and 36525 of the California Streets and Highways Code, the Council has the ability to continue the proposed citywide TBID at this public hearing, unless oral or written protests are received from City hoteliers that pay 50% or more of the proposed assessments. In that event, the Council cannot consider continuation of the TBID in the City for at least one year.

Previous Council or Advisory Body Action
On September 13, 2023, the TBID Board approved the 2022-23 annual report for submission to Council and recommended the continuation of the TBID for fiscal year 2023-24 (Attachment C).

Public Engagement
This item is on the agenda for the October 17, 2023 Council Meeting and will follow all required postings and notifications. Legal notices regarding the Council’s review and consideration of the TBID annual report were published in the New Times and mailed to TBID properties on October 5, 2023. For convenience, the link to the agenda was also distributed to TBID constituents and stakeholders via email. The public may have an opportunity to comment on this item at or before the meeting. All Advisory Body Meetings for the TBID were noticed in accordance with Brown Act standards.

Item 7a

ENVIRONMENTAL REVIEW
The California Environmental Quality Act does not apply to the recommended action in this report, because the action does not constitute a “Project” under CEQA Guidelines Sec. 15378.

FISCAL IMPACT
Budgeted: Yes Budget Year: 2022-23
Funding Identified: Yes
Fiscal Analysis:

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

Total $N/A $ $ $
There are no financial impacts directly associated with this item. As of the report publish date of October 10, 2023, the estimated (unaudited) Transient Occupancy Tax (TOT) revenue in FY 2022-23 is $11.03 million, or significantly over the $8.6 million budgeted in the FY 2022-23 Supplement. This is largely due to very strong revenues during the first and fourth quarters of the fiscal year and resulted in a significant increase over budgeted TBID Assessment Revenue for FY 2022-23. TBID Assessment Revenue is calculated at 20% of TOT receipts and as a result of the increased TOT receipts, TBID Assessment Revenue is estimated to end the year $479,600 over budget.

In 2023-24, the TBID projected revenue is $2,140,800 and is budgeted for program costs including staffing. Of that, the City will retain approximately $42,816 - roughly 2% of 2023- 24 TBID Assessment Revenue - to cover the City’s administrative costs associated with collecting and disbursing the assessment.

ALTERNATIVES
The Council may choose to not approve the report or levy the assessment. This action is not recommended as the advisory body has fully reviewed the report and recommended the approval to Council to move forward with the Public Hearing for the TBID.

ATTACHMENTS
A – SLO TBID 2022-23 Annual Report
B – Draft Resolution of Intention to continue the SLO TBID C – TBID Draft Minutes from September 13, 2023

SLO TBID
ANNUAL
REPORT
2022-2023 Page 243 of 284
Background . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3 Advisory Body . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3 Advisory Body Bylaws . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4 2022-23 Year By The Numbers . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5 Strategic Plan Implementation . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6 Constituent Relations . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7 Diversity, Equity and Inclusion . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8 Sustainability . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9 Marketing Activities . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10 Branding & Campaign . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 13 Website . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 14 SEO . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 14 Digital Media . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 15 Email Marketing . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 15 Print Advertising . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 16 Social Media . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 17 Public Relations . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 18 Promotions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 19 Guest Services . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 20 Events.................................................................................... 21 Strategic Partnerships . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 22 Industry Relations . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 23 2022-23 Awards & Accolades . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 24 Financial Statement . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 25 Looking Ahead . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 26 Appendix . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 27 TOT Chart For 2022-23 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 27 TOT Distribution For 2022-23 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 27 TOT Month To Month 2022-23 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 28 OCC Month To Month . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 29 ADR Month To Month . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 30 REVPAR Month To Month . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 31 Strategic Imperatives . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 32

CONTENTS

SLO TBID Annual Report 2022-23 3
In June 2008, the City Council adopted Ordinance 1517 establishing the Tourism Business Improvement District (TBID) in the City of San Luis Obispo as requested by the local lodging industry. The assessment of 2% of gross receipts for the district became effective on October 1, 2008 and the use of funds was defined in Section 12.42.030 of the Municipal Code as follows:
“This ordinance is made and enacted pursuant to the provisions of the Parking and Business Improvement Area Law of 1989 (Sections 36500 et. seq., of the California Streets and Highways Code). The purpose of forming the district as a business improvement area under the Parking and Business Improvement Area Law of 1989 is to provide revenue to defray the costs of services, activities and programs promoting tourism which will benefit the operators of hotels in the district through the promotion of scenic, recreational, cultural and other attractions in the district as a tourist destination.” The use of the assessment fund is based on the recommendation of the Tourism Business Improvement District (TBID) advisory board that is composed of City of San Luis Obispo hotel owners, operators and/or managers. The board members are appointed by the City Council and serve for an initial term of four years with the opportunity to serve a second term for a maximum of eight years. 2022-23 Tourism Business Improvement District Board

BACKGROUND

ADVISORY BODY

NAME PROPERTY APPOINTED TERM CONCLUDES
Clint Pearce * Madonna Inn May 2022 3/31/2026
LeBren Harris ** Hampton Inn & Suites by Hilton April 2021 Resigned 3/24/23 Pragna Patel-Mueller Hotel Buena Vista April 2019 3/31/2023 Megan Taylor The Kinney SLO June 2022 Resigned 5/19/23
Lori Keller Apple Farm Inn June 2022 3/31/2026
Prashant Patel Vagabond Sept. 2022 3/31/2025
Lydia Bates ** Hotel San Luis Obispo Sept. 2022 3/31/2024 Winston Newland Quality Suites April 2022 3/31/2027
Sandy Sandoval Embassy Suites SLO June 2023 3/31/2025
* Served as Chair for a portion of FY 22-23
** Served as Vice Chair for a portion of FY 22-23

SLO TBID Annual Report 2022-23 4
In addition to the governing City ordinance, the TBID Board established its advisory body bylaws and further defined its role and functions.

The functions and duties of the TBID Board shall include, but not be limited to, the following:

A. Planning a comprehensive program to promote tourism to the City of San Luis Obispo and prepare an annual marketing program consistent with industry goals and objectives.

B. Developing advertising and promotional programs and projects to benefit the lodging industry in San Luis Obispo.

C. Presenting an annual assessment report to the City Council regarding implemented promotional programs and projects.

D. Performing any other lawful tasks as directed by the Council.

The TBID Board meets monthly on the second Wednesday at 10 a.m. for its regular board meeting. In fiscal year 2022-23, the TBID Board continued holding a monthly special meeting, in addition to the regular board meeting. In total, the Board met 15 times for regularly scheduled monthly meetings and special meetings during the fiscal year and held one member event - representing more than 32 volunteer hours annually per board member.

ADVISORY BODY BYLAWS

SLO TBID Annual Report 2022-23 5
In FY 2022-23, the City of San Luis Obispo once again collected a record-breaking figure of transient occupancy tax (TOT) totalling $11 million. This number represents a 3.6% increase in revenue compared to FY 21-22 and exceeded the City's adopted budget.

Continuing the FY 21-22 trend of reaching $1 million in revenue collection for a single month, this fiscal year the City produced five $1 million revenue months including July, August, September, April and June. This incredible contribution of TOT revenue into the City’s General Fund is one of the direct benefits from tourism for the City, as the full collection of TOT revenue is retained by the City.

Separately, the TBID retains the revenue collected through the TBID special assessment of 2%, which in FY 22-23 resulted in more than $2 million - nearly $660,000 more revenue than initially projected.

The FY 2022-23 occupancy level in the city saw a slight increase of 1% compared to FY 2021-22, with an average annual occupancy rate of 68% for the year. While this modest year-over-year growth illustrates the continued recovery of visitors returning to travel with overnight stays in San Luis Obispo, when compared to occupancy in pre-pandemic years it is still about 2% below the 2018-19 fiscal year when annual average occupancy for the city exceeded 70% for the year.

The growth of the Average Daily Rate (ADR) in San Luis Obispo slowed this year. In FY 2022-23 the annual ADR was approximately $187, which on average is almost $9 less than the previous year, but still $33 more than the pre-pandemic year of 2018-19 for comparison. The dip in ADR performance began in November and continued through June.

The last key indicator used by the TBID to gauge impact is RevPAR, defined as Revenue Per Available Room. In FY 2022-23 the annual average RevPAR was also slightly down from the prior year at the rate of $128.13 on average.

While these numbers present a snapshot of the status for lodging properties, the TBID Board also tracks visitation to the downtown Visitor Center to represent foot traffic. In FY 22-23 the Visitor Center served approximately 827,000 guests, which is up by nearly 5% compared to the previous fiscal year.
2022-23 YEAR BY THE NUMBERS
MEASUREMENT FY 2022-23 RESULT % CHANGE FROM FY 2021-22
TOT $11,034,001.87 3.6%
TBID $2,206,800.37 3.7%
Occupancy 67.62% 1.0%
ADR $186.59 -4.5%
RevPAR $128.13 -3.4%

CHECK THE APPENDIX FOR COMPLETE GRAPHS (GRAPHS FOR TOT/ADR/REVPAR/OCC)

SLO TBID Annual Report 2022-23 6
The TBID Strategic Plan serves as one piece of the framework for the direction and decisions made by the TBID Board for the tourism program this fiscal year. As defined within the plan, the SLO TBID stewards the brand of San Luis Obispo and represents its lodging partners, driving overnight stays by: telling the San Luis Obispo story via targeted marketing content and activities; serving as a convener and subject matter expert for tourism conversations impacting the destination; and advancing strategic partnerships that extend the reach and influence of the SLO TBID.

Through the plan, the TBID continues to focus on the fulfillment of the following five Strategic Imperatives:
• Elevate the SLO Brand and Experience
• Deliver Smart Growth
• Build Meaningful Partnerships
• Ensure Operational Excellence
• Foster Destination Resilience
Each of these imperatives contain objectives and initiatives that the TBID Board strives to achieve in the life of the plan. The examples of the accomplishments pertaining to these Strategic Imperatives are highlighted throughout the annual report.

CHECK THE APPENDIX TO VIEW THE FULL STRATEGIC PLAN MATRIX

STRATEGIC PLAN IMPLEMENTATION

SLO TBID Annual Report 2022-23 7
As a commitment to the imperative to “Ensure Operational Excellence” the TBID Board continued to support constituent relations efforts in FY 2022-23. To keep the lodging constituency abreast of all TBID business, the TBID Board was assigned properties to laisse. Each board member was responsible for communication with their respective group of hotels and then asked to report their findings during the “Hotelier Update” portion of each Board meeting agenda.

The TBID also leveraged the outreach support of the San Luis Obispo Chamber of Commerce’s (SLO Chamber) contracted services to perform weekly lodging call-arounds and quarterly hotel visits. This resulted in 5,326 touch points with San Luis Obispo hotels through phone calls, emails and property visits to distribute important visitor serving collateral.

In addition, this year the TBID hosted a partner reception to encourage constituent networking and an opportunity to hear important information on TBID projects and programs. Attendees represented more than 20 of the 42 hotel properties, which was an impressive turnout for the event. Nearly 90% of attendees requested that a similar event happen twice annually, and 100% of respondents to the follow up survey stated that they are very likely to attend again.

Lastly, the TBID placed a large emphasis on constituent outreach and support through the VisitSLO.com redesign major project initiated this year. Not only were constituents engaged in updating information for the site, but the TBID Board also invested in a major photo project to professionally photograph all SLO city hotels. These photos will not only be used by Visit SLO, but also provided to the lodging property at no cost.

CONSTITUENT RELATIONS

SLO TBID Annual Report 2022-23 8

DIVERSITY, EQUITY AND INCLUSION
Visit San Luis Obispo shares in the global mission for inclusion and necessary change. Along with partner destination marketing organizations like Visit SLO CAL, the TBID is committed to spreading the message that San Luis Obispo is a welcoming and safe destination for all. As an ally, the TBID listens and continuously reflects to fully understand that demand for more direct action so that all people can unequivocally feel welcomed here. It is in the TBID organization’s DNA to treat all persons equally, with dignity and respect, regardless of race, religion, creed, color, national origin, ancestry, age, sex, sexual orientation, gender, gender identity or disability status. The TBID is committed to sharing these values with everyone who travels to San Luis Obispo.

The TBID is committed to advance Diversity, Equity and Inclusion (DEI) through all work scopes, with representation being top of mind as newcomers are invited to explore San Luis Obispo. DEI continued to show up within tourism efforts through:
• Partnering with GALA Pride and Diversity Center on supporting Central Coast Pride. • Expanding diversity within TBID-owned marketing assets. • Targeting more diverse audiences through paid media and public relations tactics.

SLO TBID Annual Report 2022-23 9

SUSTAINABILITY
The TBID’s goal is to balance business and sustainability, helping make San Luis Obispo a must-stay destination while passionately partnering to reach the city’s 2035 carbon neutrality goal. The TBID continues to show travelers how to enjoy SLO responsibly by supporting the local community, protecting culture and heritage and leaving as light of an environmental footprint as possible.

Although tourism will never be completely sustainable, the TBID continues to prioritize making an impact in this space.

This year the Visit San Luis Obispo continued previous work efforts and made new commitments to advance sustainability and climate action within the tourism efforts. A few highlights include:
• Creating cooperative partnerships with other City departments to establish a brand identity for the City's climate action work in a visual representation. Using the Sustainable SLO mark established by the TBID, staff created designs to be used across “green” initiatives from fleet to big belly trash receptacles.
• Continuing Keys for Trees, developed to offset the carbon impact from travel in the community. Through this program 1% of the TBID’s projected revenue was directed To planting trees in San Luis Obispo as part of the Office of Sustainability and Natural Resources’ program with EcoSLO. To date over 60 trees have been funded through the Keys for Trees program. • Promoting off-season and mid-week travel through TBID’s promotional campaign The MidWeekend. • Collaborating with Visit SLO CAL on countywide sustainability education including serving as partner in the destination spotlight for the World Travel & Tourism Commission highlight the work of the City’s Climate Action programs and their intersection with tourism.

SLO TBID Annual Report 2022-23 10

MARKETING ACTIVITIES
To ensure TBID marketing programs intercept travelers at all stages of their journeys, the TBID and team of agencies used different marketing levers across that journey. This multi-pronged approach drove an efficient and effective conversion strategy. SLO brand messages and areas of opportunity were adapted to tease potential travelers across the journey. In addition, looking across the travelers’ journey also helped the TBID incorporate and account for fluctuations in travel behavior.

To implement complex marketing programs, TBID Board and staff worked closely with contractors, including marketing agency-ofrecord Noble Studios, Public Relations agency DCI, the San Luis Obispo Chamber of Commerce for Public Relations and Guest Service initiatives, as well as Content Marketing contractor Badger Branding for organic social media content and management. •Aim to create
brand awareness &
connection
•Create shareable
content that inspires
travel
•Bring prospects to the
website to encourage
research and
discovery about what
makes the destination
special and unique
•Help prospective
travelers plan with
destination-specific
content
•Encourage travelers to
visit key stakeholder
pages to book & plan
their trip
•Keep the conversation
going to amplify our
message
•Utilize website to
plan in-destination
moments and
activities
•Find up-to-date safety
information

DREAMING PLANNING BOOKING EXPERIENCING SHARING

SERVICES
•Organic Social
•Paid Social
•Display Ads
•Email
•PR
•Influencers

SERVICES
•Website Experience
•Organic Search
•Paid Search
•Organic Social
•Paid Social
•Display Ads
•3rd Party Ads
•Email
•PR
•Print

SERVICES
•Organic Search
•Paid Search
•Paid Social
•3rd Party Ads
•Website Experience
•Email

SERVICES
•Website Experience
•Email
•Organic Social

SERVICES
•Organic Social

DREAMING PLANNING BOOKING EXPERIENCING SHARING

SLO TBID Annual Report 2022-23 11

POSITION
(Distinctly stand out
among competition)

PROMISE
(Clear messaging and
identity that connects)
PURPOSE + PERSONALITY + PRINCIPLES
(United brand & culture)

BRANDING & CAMPAIGN
The TBID, known as Visit San Luis Obispo, manages the tourism brand for the destination of San Luis Obispo, delivering balanced growth of tourism with creativity and integrity. The Visit San Luis Obispo brand supports the TBID’s initiatives to share the abundance of SLO, drive growth for the lodging economy and serve as the voice of TBID stakeholders.

SLO TBID Annual Report 2022-23 12

PURPOSE

HEARTS IN BEDS
If putting “heads in beds” is our business purpose, putting “hearts in beds” is our brand purpose. We live to share all that San Luis Obispo stands for so we can emotionally connect with and welcome people who will fall in love with our community in such a way that they actually become part of it, caring for it like they live here and returning time and time again.

PROMISE

A CHANCE TO LIVE THE SLO LIFE
The “SLO Life” is a deep breath that releases life’s pressures.

It’s a change of pace. It’s a fresh take. It’s a warm embrace. It’s a feeling of comfort and calm in a welcoming place filled with a special energy, connection, creativity and a wholehearted spirit.

You can feel the “SLO Life” wrap its arms around you and pull you close. It’s tangible. And you’ll never want to let that feeling go, so you live the “SLO Life” to its fullest while you’re here and take a piece of it with you when you head back home.

POSITION

HOMEBASE AWAY FROM HOME
You don’t just visit SLO on vacation, you become part of our community and culture, an honorary local. The welcoming waves hello, neighborly nods and small-town California charm instantly make you feel comfortable and allow you to start living the “SLO Life.” As you immerse yourself in our city, you bond with it and start to feel a sense of belonging that blends with the beauty of life’s stresses being released because you’re away–it truly feels like a home away from home. And with the beaches, iconic sites and stunning beauty of the world-class Central Coast nearby, it’s also an incredible homebase during your vacation. SLO is the ideal homebase away from home.

SLO TBID Annual Report 2022-23 13
In FY 22-23, the TBID Board adopted a new brand book. This guide describes what the destination marketing organization stands for, how it benefits travelers and locals, and why it stands out in a crowded travel marketing space. It contains the brand’s essence and spirit, as well as how it can be brought to life visually, verbally and culturally, plus messaging guidelines, philosophies and beliefs.

If putting “heads in beds” is TBID’s business purpose, putting “hearts in beds” is its brand purpose. As is quoted in the brand book, “We live to share all that San Luis Obispo stands for so we can emotionally connect with and welcome people who will fall in love with our community in such a way that they actually become part of it, caring for it like they live here and returning time and time again.” This brand book is an essential tool of the Visit San Luis Obispo because it helps to align and guide the way SLO is shared, marketed and depicted by the the wider team of contractors, as well as the hoteliers in tying their properties to the brand.

BRANDING & CAMPAIGN

SLO TBID Annual Report 2022-23 14

WEBSITE
SEO
↑
33%
Overall Traffic YoY
↑
15%
Organic Traffic
5%
Bounce Rate
↑
46%
Organic Hotel Referrals
↑
74%
Organic Homestay Referrals
↑
34%
New Users YoY
5%
Things to Do Partner Referrals YoY
↑
68%
Hotel Partner Referrals YoY
VisitSLO.com is the City’s official tourism website and the primary marketing tool used to represent the destination. It is designed mainly for consumers, but also serves the travel trade, meeting planners, TBID members and media.

The website is the cornerstone of all our marketing efforts: everything flows to or from the website. Because of its paramount importance, the TBID invested in a full redesign of the site in FY 22-23. With a mobile first experience in mind, the website has been optimized for a seamless user experience that helps potential visitors research and plan their trips, and helps locals discover more of what’s in their backyard. The website also includes updated imagery of key stakeholders, a refreshed event calendar and an interactive neighborhoods feature inviting users to visit all corners of SLO. The site was launched in July 2023 shortly after the turn of the fiscal year; however, nearly all of FY 22-23 included work to achieve the site redesign outcome.

Search Engine Optimization (SEO) ensures the relevancy and success of the TBID’s website. Building website authority improves VisitSLO.com’s positioning and findability on search pages. By developing depth of content and optimizing existing content, VisitSLO. com saw increased organic traffic to optimized pages and encouraged users to engage with the website by improving user experience. ↑
↑

SLO TBID Annual Report 2022-23 15

DIGITAL MEDIA
Digital media efforts in FY 22-23 were focused on driving overnight stays. Using up-to-date research surrounding traveler sentiment, media consumption patterns and booking behavior as a guide, media was continually evaluated and shifted. Goals included:
• Delivering a paid media strategy that focuses on converting potential travelers with lower funnel tactics. • Strategically managing spend, efficiently and effectively to maximize budget.

As a result, when compared to the same channels in FY 21-22, VisitSLO.com saw growth in awareness, traffic and conversions with a 34% increase in budget. This year, we introduced SLO International Film Fest and Central Coast Pride targeted campaigns. ↑
63%
Paid Traffic YoY

52.1 MIL
Paid Impressions

14.46%
Paid Search CTR Benchmark 4.68%

1.24%
Paid Social CTR Benchmark 0.90%
↑
145%
Paid Homestay Referrals YoY
↑
73%
Paid Hotel Referral YoY

EMAIL MARKETING
In FY 22-23, the Visit San Luis Obispo launched an email project to more deeply engage subscribers. The purpose of the project was to better understand the interests of the subscribers in order to tailor the email. The first step of the project included the design and development of a new email template which incorporated the new brand visual identity and design optimizations to encourage more engagement and clicks to VisitSLO.com. Following the new template, new monthly targeted emails were sent to specific segments to directly appeal to defined interests and connect readers with the information on San Luis Obispo they most desired. The next portion of the project included the creation of an email “Welcome Series” for new subscribers to capture their interests and segment them into content based groups.

With all this information, Visit San Luis Obispo continued to send timely and relevant newsletters to subscribers to deepen brand loyalty, and keep San Luis Obispo top of mind as a destination. As a result, the TBID saw increases in open rate in the emails sent this year which is attributed to A/B testing and more targeted, personally relevant and engaging emails. ↑
37%
Avg. Newsletter Open Rate

1.9%
Avg. Click Rate
3,668
New Subscribers Added in the Last Year
34 Emails sent in total
(Including brand research outreach,
additional MidWeekend promotions, etc.)
↑

SLO TBID Annual Report 2022-23 16

PRINT ADVERTISING
Selected print advertising placements were continued in the TBID’s media mix for FY 22-23. Traditional print campaigns are an important tool to reach niche market visitors primarily in the mature demographic and to reinforce travel inspiration while building brand awareness for the destination.

Placements Included:
• Visit SLO CAL Visitors Guide
• SLO Chamber Visitors Guide
• SLO Life Journal
• Cal Poly Athletics Program Ad & Visiting Team Guide Insert • Central Coast Tourism Council Map
• Visit California Visitors Guide
• Visit California Road Trips Guide
• San Diego Magazine Placement
SLO Life Ad
San Diego Magazine Placement

SLO TBID Annual Report 2022-23 17

SOCIAL MEDIA
TBID’s social media – aka ShareSLO – is a platform for locals and visitors alike to connect with, as well as find inspiration and information about, San Luis Obispo. The goal of the social media program is optimizing TBID’s efforts and further establishing clear value to follow across all social media. Through the implementation of the brand book, ShareSLO has begun to reposition Visit San Luis Obispo on certain social media channels like Facebook.

Some of the dedicated highlighted work included:
• Maintaining updated reels covers for a sleek, uniform appearance and easy navigation • Multiple organic viral reels: MidWeekend Giveaway (202k), Wes Anderson (66.2k), A Night Out Reel Collaboration with Visit SLO CAL (82.8k)
• Reinstating Ticket Tuesday Giveaways to increase engagements and reach, involve the community, and gain followers • Continuous steady follower growth – 54.4% YoY increase on Instagram and 127% YoY increase on Facebook • Weekly Snapshot stories including local businesses to increase exposure and create a one-stop local event update for visitors • Enhancing the “always on” approach with high-frequency sharing on Instagram stories QEAC
Visit San Luis Obispo Social Media Channels

SLO TBID Annual Report 2022-23 18

PUBLIC RELATIONS
In FY 22-23, the TBID Board continued the public relations contract efforts, including a joint contract between the TBID and Promotional Coordinating Committee (PCC) with the San Luis Obispo Chamber of Commerce. The TBID also continued with the national public relations agency, DCI. On behalf of the City’s Community Promotions program, the SLO Chamber is responsible for establishing professional relationships with local and regional strategic partners and journalists to build and maintain awareness of San Luis Obispo as an ideal place to live, play and stay. Then, to further expand the proactive destination Public Relations efforts, DCI is responsible for national media relations.

Visit San Luis Obispo’s public relations efforts resulted in dozens of individual media visits and two themed group press trips – one on Transformative Travel, and another focused on Arts and Culture. The goal for PR in FY 22-23 was to curate fresh, unique content to continue inspiring travel, as well as generate and secure media leads that speak to our target audiences (including drive markets).

The contractors also built and strengthened relationships with key media on behalf for San Luis Obispo, a catalyst for generating awareness of the destination and its diverse experiences.

Overall, as a result of the overall Public Relations efforts, in FY 22-23 San Luis Obispo received more than 210 mentions in media articles, of which 57 placements were attributed to the proactive work. Top media coverage included the Los Angeles Times, The Daily Beast, and Forbes. In addition, with sustainability being a key message for the destination, stories featuring the sustainability work in SLO earned coverage in AFAR and on NBC. And given the importance of community with travelers, Visit San Luis Obispo secured the USA Today’s nomination for “10 Best Public Squares” with Mission Plaza wining the #5 spot nationwide.

1.9 BIL
Circulation
61 MIL
Media Impressions
$18.2MIL
Ad Equivalency
549/1212
Qualitative Score
101
Total Number of Placements
82 OUTLETS
14% MWM List Penetration

SLO TBID Annual Report 2022-23 19

PROMOTIONS
This year Visit San Luis Obispo continued the Midweekend promotion to drive midweek stays. The MidWeekend supports the strategic imperative to Deliver Smart Growth, as well as aligns with destination stewardship and sustainability efforts by encouraging travel outside peak periods.

The MidWeekend
Why should weekends get all the fun? When you Live the SLO Life, every day feels like Saturday. We call it the MidWeekend.

In the spring of 2022, the MidWeekend promotional campaign was launched to help drive midweek stays in the City of San Luis Obispo. During FY 22-23, the campaign went on to introduce two evolutions: one in the summer (July 1- August 31, 2022) and another in the spring (February 1-March 31, 2023), driving visitation during identified need periods. Visitors were offered $100 cash when they booked two nights between Sunday and Thursday. The promotional campaign was integrated into the existing paid media plan with a focus on reaching our outdoor, relaxation, wine and dine, and retargeted audiences, sending potential travelers to the Midweekend landing page to get direct access to information on the special offer.

SLO TBID Annual Report 2022-23 20

GUEST SERVICES
Through a dedicated contract, the San Luis Obispo Chamber of Commerce provides a suite of guest services to the TBID. In FY 22-23, the SLO Chamber was contracted by the Visitor Center to answer each call made to the TBID’s 1-877-SLO-TOWN number, which serves as a response tool to the TBID’s advertising efforts and digital presence. This creates an option for a “real person” to assist in trip planning, ensuring that travelers seeking personal guidance have a friendly, live voice to shape their experience of San Luis Obispo, even before arriving. The telephone number, 1-877-SLO-TOWN, is a separate line that rings in the Visitor Center and is used solely to refer to TBID properties and promote San Luis Obispo as a destination. During FY 22-23 more than 1,000 calls were answered on the 1-877-SLO-TOWN line. The Guest Services also included the Live Chat widget on VisitSLO.com that received hundreds of conversations throughout the year with even more people being served in person than last year.

SLO TBID Annual Report 2022-23 21
EVENTS
In FY 22-23, destination events continued to return to San Luis Obispo. The TBID Board considered funding for these events on a case-by-case basis using the general application established in FY 19-20.

Events Sponsored:
• VISIT CALIFORNIA LUXURY FORUM | OCTOBER 23-25, 2022
The Visit California Luxury Forum hosted by Visit SLO CAL, brought together 40 of the top domestic and international luxury travel companies for 3 days of experiential meetings and events with 40 of California’s top luxury traveler suppliers, including San Luis Obispo. The opening night of the forum sponsored by Visit San San Luis Obispo featured an intimate version of the famous Thursday night Farmers’ Market. This private street party, held on Garden Street, featured a variety of local restaurants, wineries, distilleries, and breweries, SLO Crafted products, live music, and much more. • VINEYARD TEAM, SUSTAINABLE AG EXPO | NOVEMBER 14-16, 2022 The Sustainable Ag Expo was a three-day, mid-week, off-season educational symposium and tradeshow attracting more than 500 wine industry professionals to San Luis Obispo. The Expo in 2022 was the 17th year of the event and the first to return to a fully in-person format after a two year hiatus. Visit San Luis Obispo supported this event with cash sponsorship for industry-specific promotion and funding to support lodging for speakers and presenters. • SLO INTERNATIONAL FILM FESTIVAL | APRIL 26-30, 2023
The 29th San Luis Obispo International Film Festival held a six-day event, screened more than 100 films throughout the week, hosted a VIP Festival Lounge, Red Carpet events, live music, educational conversations with filmmakers and industry leaders, and capstone events each night that brought the community together to celebrate the arts and expose our audience to important topics around the world. Visit San Luis Obispo supported the festival in various promotional ways, including funding and managing the out-of-area paid media campaign, a complimentary 4-pack ticket package in exchange for overnight reservations and funding to provide lodging for filmmakers.
• CENTRAL COAST PRIDE | JUNE 2-4, 2023
Central Coast Pride is the signature event for the Gala Pride and Diversity Center. This year the three-day Pride celebration was held at venues throughout SLO such as the Fremont Theater, Laguna Lake Park and, for the first time in years, downtown at Mission Plaza with PRIDE in the Plaza featuring a performance by The Family Stone. Visit San Luis Obispo supported the festival in various promotional ways as the presenting sponsor of Pride in the Plaza, including funding and managing the out-of-area paid media campaign and funding to secure headliner entertainment.

In addition, the TBID participated in the multi-jurisdictional working group of 18 destination partners, event organizers and community leaders convened by Visit SLO CAL to provide input and guidance for the Events & Festivals Strategy. The Events & Festivals Working Group (EFWG) was pivotal in the development of the SLO CAL Events & Festivals strategy and alignment to drive new countywide visitation, to achieve incremental growth in the economic impact of tourism and enhance residents’ quality of life. The project work focused on creating a strategy for existing and future events that attract overnight visitors to the county, more efficiently utilize offpeak periods, drive collaboration and/or pairing of events for a positive economic outcome for SLO CAL and provide a process and guidelines for event support and investment.

SLO TBID Annual Report 2022-23 22

STRATEGIC PARTNERSHIPS
The TBID collaborates with numerous community partners and industry nonprofit organizations in marketing San Luis Obispo as a destination, which makes the TBID more efficient in promotional activities. The TBID’s strategic partnerships provide the opportunity for the marketing agencies and team to build relationships with the organizations below, elevating the destination as a whole.

Promotional opportunities with each organization give the TBID new platforms and audiences to build brand awareness.

In FY 22-23 the partnerships with Cal Poly were pivotal. The partnership with Cal Poly’s Office of Student Affairs was extremely valuable this year with the return of in-person SLO Days, allowing the TBID to share destination information with thousands of new Cal Poly Parents and Supporters through a 45 minute Discover San Luis Obispo presentation during each of the 12 sessions, as well as through Mustang Family Weekend and Open House.

The TBID also continued the partnership with Cal Poly Athletics and Mustang Sports. This partnership included the sponsorship of the athletic program in exchange for marketing benefits and the hosting of the rooms using the sponsorship fee in SLO TBID properties.

Top partnerships included:
• SLO Coast Wine Collective
• Cal Poly’s Office of Student Affairs – New Student & Transition Programs and Parent Program • Cal Poly Athletics – Mustang Sports
• ECOSLO with Keys for Trees

SLO TBID Annual Report 2022-23 23

INDUSTRY RELATIONS

CALIFORNIA HOTEL & LODGING ASSOCIATION (CHLA)
The California Hotel & Lodging Association (CHLA) protects the rights and interests of the California lodging industry. Legislative advocacy, educational training, communication and cost-saving programs are provided for all segments of the industry. Through the TBID, all lodging properties in the city of SLO are members of CHLA and can utilize the services offered.

VISIT CALIFORNIA
The Visit California partnership has been critical in the growth of the TBID’s brand within the California Tourism product. San Luis Obispo has received coverage through the marketing activities performed by Visit California including travel trade, press and industry outreach. Monthly submissions are uploaded to Visit California for media outreach, trade contacts and newsletter content. In FY 22-23, in addition to sponsorship and participation in the Luxury Forum, the TBID made the continued investment to ensure staff was able to attend the Visit California 2023 Outlook Forum in Sacramento. Visit San Luis Obispo also participated in Visit California’s Fall 2022 Pacific Northwest Media Mission and met with over 20 key journalists and influencers to share the SLO story.

CENTRAL COAST TOURISM COUNCIL
The Central Coast Tourism Council (CCTC) is an organization of tourism and hospitality professionals whose marketing efforts accomplish collectively what no single tourism entity can do alone: promote the entire California Central Coast as a destination and maximize our members’ tourism revenue. The CCTC serves as the Central Coast's voice in Sacramento, and partners with California Tourism's global marketing and advertising campaigns. The TBID is actively involved in CCTC with the Tourism Manager as the Past President and Regional Board Member.

In FY 22-23, the TBID leveraged CCTC activities through media and trade leads, blog and social presence, as well as cooperative participation marketing campaigns. In addition, Visit San Luis Obispo organized and hosted the CCTC Fall member workshop hosting over 30 Central Coast destination partners in San Luis Obispo.

VISIT SLO CAL
The TBID maintains participation with Visit SLO CAL by having a representative on the Board of Directors and the Tourism Manager on the Marketing Committee. The TBID Board leverages a partnership with Visit SLO CAL to promote San Luis Obispo on a national and international level — beyond the local and state reach the TBID’s marketing plan focuses to achieve. The TBID’s participation in Visit SLO CAL initiatives also encompasses group sales, film commission, countywide public relations and countywide strategic planning, such as the SLO CAL Events & Festivals Strategy.

The TBID also leveraged Visit SLO CAL partnership to participate in the 2023 IPW international trade event held in San Antonio in June, as well as the inaugural SLO CAL Media Mission held in Dallas.

SLO TBID Annual Report 2022-23 24
2022-23 AWARDS & ACCOLADES
Through the work of Noble Studios, the TBID received multiple awards for integrated campaign and brand book development.

AAF RENO ADDY
MidWeekend Campaign | Bronze for Local Consumer Campaign

AAF RENO ADDY
Brand Book | Gold (Best in Show) for Brand Book Design

AAF RENO ADDY
Integrated Campaign | Gold for Regional/National Consumer Campaign W3 AWARDS
Hello to the SLO Life | Silver for Integrated Marketing Campaign

SLO TBID Annual Report 2022-23 25
2022-23 FINANCIAL STATEMENT
INCOME SOURCE 2022-23
2022-23 TOT Revenue Assumption * $8,636,000
2022-23 TBID Assessment Revenue Assumption * $1,727,200 Fund Balance Transfer N/A
Fund Reserve $100,000
2021-22 TBID Program Budget $1,827,790

EXPENDITURE ALLOCATED
Operations/Staffing
Administration Overhead (2% of TBID Assessment) $34,544 Staffing (FTE & .75 FTE) $208,591
Contracts & Marketing Services
Marketing Contract - Noble Studios/DCI $900,600
Chamber of Commerce - PR $45,000
Chamber of Commerce - Guest Services $47,500
Chamber of Commerce - Media Monitoring Service Fee
Co-Op Program Funding
$3,527
$30,000
Content Marketing Services - Badger Branding $128,200
Partnerships & Promotions
Cal Poly Athletics $62,000
EcoSLO - Sustainability Initiative $17,272
SLO Coast Wine Collective Membership $5,000
Events & Promotions
General Events Promotion $30,000
Event Activation + Collateral $40,000
Seasonal Promotion $25,000
Tradeshows
Tradeshows $15,000
Tourism Conferences $8,000
Tourism Organizations
CCTC Dues $1,000
Smith Travel Report $3,500
CalTravel Membership $1,000
California Hotel & Lodging Association $28,570
Research + Program
Research + Program Development $50,000
Support/ Meetings
Tourism Program Expenses $5,000
FAM Trip Hosting $5,000
Services/Online Tools/Fulfillment (Dropbox, Crowdriff, Survey Monkey) $11,500 Support/ Meetings
Contingency Fund $20,000
Totals Commited $1,725,804
Funds Remaining $1,396
Total Allocated Expenditures ** $1,727,200
* This figure was not adjusted within the TBID operating program budget following the Adopted Supplement Budget ** This figure represents the total allocated expenditures. The difference will be available for carryover to the 2022-23 program budget.

SLO TBID Annual Report 2022-23 26

LOOKING AHEAD
As Visit San Luis Obispo moves into FY 23-24, key focus areas that remain top of mind for the work of the TBID Board include:
• Continued conscious approach to Diversity, Equity and Inclusion in all TBID programs • Expanded Destination Stewardship through the Sustainable SLO program for visitors and new partnerships to expand the programs • Development of sales and meeting strategies suited for Visit San Luis Obispo • Continuation of the VisitSLO.com digital and content enhancements • Re-deployment of the brand sentiment survey initially done in 2022 to gain an objective, statistically reliable and trackable measure of point-in-time sentiment towards SLO compared to the previous study • Complete an RFP process for the Tourism Marketing Services and Content Marketing Services for contract commencing in FY 24-25 • Initiate the update to the TBID Strategic Plan
While these are not the only subjects that the TBID Board will be focused on, these items will influence the approach to all TBIDrelated work efforts.

In 2023-24, the Board is committed to the continued implementation of the TBID Strategic Plan and the second year of the adopted 2022-24 TBID Strategic Marketing & Business Plan. These plans provide a foundation for building the Visit San Luis Obispo brand and establishing real tactics for consistently improving tourism in the City of San Luis Obispo now and into the future.

LOOKING AHEAD

SLO TBID Annual Report 2022-23 27

APPENDIX
TOT CHART FOR 2022-23
TOT DISTRIBUTION FOR 2022-23
$12,000,000
$6,000,000
$10,000,000
$4,000,000
$636,236.39
$10,397,765.48
0 2009-10 2010-11 2011-12 2012-13 2013-14 2013-14 2015-16 2016-17 2017-18 2018-19 2019-20 2020-21 2021-22 2022-23 Homestay Hotel

SLO TBID Annual Report 2022-23 28
TOT MONTH TO MONTH 2022-23

OCC MONTH TO MONTH

SLO TBID Annual Report 2022-23 29

ADR MONTH TO MONTH

REVPAR MONTH TO MONTH

SLO TBID Annual Report 2022-23 30
SLO TBID STRATEGIC IMPERATIVES - FY 19-24

IMPERATIVE OBJECTIVES INITIATIVES
Elevate the
SLO Brand and
Experience
• Increase visitor
awareness in target
markets
• Increase positive
visitor perception
PRIORITY 1:
• Integrate the City’s priorities into the execution of the TBID’s marketing strategies
• Identify the core SLO identity and develop a plan to market it PRIORITY 2:
• Develop a TBID Destination Stewardship approach
PRIORITY 3:
• Identify opportunities to influence community placemaking and destination management efforts
Deliver Smart
Growth
• Exceed California’s
RevPAR growth over
FY21 baseline
• Year-over-year
growth in ratio of
weekday to weekend
occupancy
PRIORITY 1:
• Develop an approach to monitoring local sentiment related to tourism PRIORITY 2:
• Influence the SLO conference center development plan and effort • Identify structure and budget allocation for midweek and group business
PRIORITY 3:
• Develop a local business travel program to drive visitation Build Meaningful
Partnerships
• Increase average
Earned Partnership
Value score over
2022 baseline
• Grow economic
impact of tourism in
SLO by 2024, over
2017 baseline
PRIORITY 3:
• Identify and develop BOLD partnerships that generate overnight stays
• Create a partnership management plan using measurable goals that are in line with our TBID mission
Ensure
Organizational
Excellence
• Growth in member
newsletter open rates
• Growth in
stakeholder
satisfaction score on
survey
PRIORITY 1:
• Establish and document a process to execute, evaluate and track strategic plan
PRIORITY 2:
• Identify opportunities to streamline governance and leverage constituency of TBID
Foster
Destination
Resilience
• Year-over-year
growth in TOT over
FY21 baseline
PRIORITY 1:
• Implement COVID-19 Response Plan
PRIORITY 2:
• Document lessons learned from COVID era to feed resilience assessment
PRIORITY 3:
• Perform a destination resilience assessment

SLO TBID Annual Report 2022-23 31 Page 273 of 284

R _____
RESOLUTION NO. ______ (2023 SERIES)

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

OBISPO, CALIFORNIA, DECLARING ITS INTENTION TO CONTINUE

THE SAN LUIS OBISPO TOURISM BUSINESS IMPROVEMENT

DISTRICT, TO CONTINUE THE BASIS FOR AND TO LEVY THE

ASSESSMENT FOR THE DISTRICT, AND TO SET A DATE FOR THE

PUBLIC HEARING ON THE DISTRICT AND THE ASSESSMENT FOR
2023-24
WHEREAS, the Parking and Business Improvement Law of 1989, sections 36500 et seq. of the Streets and Highways Code, authorizes cities to establish business improvement districts for several purposes, one of which is the promotion of tourism; and WHEREAS, the lodging businesses within the proposed City of San Luis Obispo Tourism Business Improvement District had requested the City of San Luis Obispo establish such a self-assessment improvement district in 2008; and WHEREAS, the San Luis Obispo Tourism Business Improvement District was established in July 2008 and incorporated into the Municipal Code under Chapter 12.42; and
WHEREAS, the assessment went into effect on October 1, 2008; and WHEREAS, the City Council appointed an advisory board to provide oversight, guidance, and recommendations regarding the use of the assessment funds; and WHEREAS, the City Municipal Code and the Parking and Business Improvement Law require the advisory board to prepare and submit an annual report stating proposed changes, improvements, and activities for the fiscal year; and WHEREAS, an annual report was prepared pursuant to Section 36533 of the Streets and Highway Code; and
WHEREAS, notices regarding the approval of the annual report were sent on October 5, 2023, to all assessed properties.

NOW, THEREFORE, BE IT RESOLVED by the City Council of the City of San Luis Obispo as follows:
a) That the Tourism Business Improvement District Annual Report for fiscal year 2022-23 as filed by the advisory body is hereby approved.

Resolution No. _____ (2023 Series) Page 2
R ______
b) The San Luis Obispo City Council proposes to continue the established Tourism Business Improvement District in the City of San Luis Obispo in accordance with City Municipal Code Chapter 12.42 and the California Streets and Highways Code, sections 36500 et seq. (Parking and Business Improvement Law of 1989).
c) The assessment levied by the Tourism Business Improvement District shall be used to promote lodging at the hotels within the district and administer a marketing program that increases overnight hotel stays pursuant to the set goals.
d) The assessment will be levied and allocated by the City of San Luis Obispo. e) The assessment is proposed to be levied on all “hotels”, as that term is defined in San Luis Obispo Municipal Code section 3.04.020, to wit: any structure, or any portion of any structure, which is occupied or intended or designed for occupancy by transients for dwelling, lodging or sleeping purposes, and includes any hotel, inn, tourist home or house, motel, studio hotel, bachelor hotel, lodging house, rooming house, apartment house, dormitory, public or private club, mobile home or house trailer at a fixed location, or other similar structure or portion thereof.
f) The assessment shall be based on two percent (2%) of gross room rent. g) New hotels shall not be exempt from immediate assessment. h) The public hearing, held pursuant to the City Municipal Code Chapter 12.42 and the Parking and Business Improvement Law of 1989, section 36535 of the Streets and Highways Code, is to allow for comments on the District and proposed assessment, and is hereby set for 5:30 P.M., Tuesday, November 7, 2023, before the City Council of San Luis Obispo.
i) At the public hearing, the testimony of all interested persons for or against the continuation of the District, the boundaries of the District, or the furnishing of specified types of improvements or activities will be heard. j) Any protest against the continuation of the City of San Luis Obispo Tourism Business Improvement District and the levying of the assessment, or any aspect thereof, may be made in writing. A protest may be withdrawn at any time before the conclusion of the public hearing. Any written protest shall contain a description of the business in which the person signing the protest is not shown on the official records of the City of San Luis Obispo as the owner of the business, then the protest shall contain or be accompanied by written evidence that the person is the owner of the authorized representative of the business.

Any protest as to the regularity or evidence of the proceedings shall be in writing and clearly state the irregularity or defect to the City of San Luis Obispo at 990 Palm Street, San Luis Obispo, CA 93401.

Resolution No. _____ (2023 Series) Page 3
R ______
k) If, at the conclusion of the public hearing, there are of record, written protests by the owners of businesses within the proposed San Luis Obispo Tourism Business Improvement District that will pay fifty percent (50%) or more of the total assessments of the entire San Luis Obispo Tourism Business Improvement District, no further proceedings to continue the San Luis Obispo Tourism Business Improvement District shall occur. New proceedings to form the San Luis Obispo Tourism Business Improvement District shall not be undertaken again for a period of at least one (1) year from the date of the finding. If the majority of written protests are only as to an improvement or activity proposed, then that type of improvement or activity shall not be included in the San Luis Obispo Tourism Improvement District.

Resolution No. _____ (2023 Series) Page 4
R ______
BE IT FURTHER THEREFORE RESOLVED, the City Clerk is instructed to provide notice as required by the City Municipal Code Chapter 12.42 and the Parking and Business Improvement Law of 1989, section 36534, subpart (a)(7) of the Streets and Highways Code, to wit: the City Clerk shall give notice of the public hearing by causing the resolution of intention to be published once in a newspaper of general circulation in the City no less than seven days before the public hearing.

Upon motion of _______________________, seconded by
_______________________, and on the following roll call vote:

AYES:

NOES:

ABSENT:

The foregoing resolution was adopted this _____ day of _____________________ 2023. ___________________________
Mayor Erica A. Stewart
ATTEST:
____________________________
Teresa Purrington
City Clerk
APPROVED AS TO FORM:
____________________________
J. Christine Dietrick
City Attorney
IN WITNESS WHEREOF, I have hereunto set my hand and affixed the official seal of the City of San Luis Obispo, California, on ______________________. ___________________________
Teresa Purrington
City Clerk

1 Tourism Business Improvement District (TBID) Board Minutes September 13, 2023, 10:00 a.m.

City Hall, 990 Palm Street, San Luis Obispo
TBID Board Present: Member Winston Newland, Member Sandy Sandoval, Vice Chair Lydia Bates, Chair Clint Pearce
TBID Board Absent: Member Lori Keller, Member Prashant Patel City Staff Present: Tourism Manager Molly Cano, Tourism Analyst Jacqui ClarkCharlesworth, City Clerk Teresa Purrington _____________________________________________________________________

1. CALL TO ORDER
A Regular Meeting of the San Luis Obispo Tourism Business Improvement District Board was called to order on September 13, 2023 at 10:01 a.m. in the Council Hearing Room at City Hall, 990 Palm Street, San Luis Obispo, by Chair Pearce.

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

Rani Shah from the SLO Chamber introduced herself as a new member of their communications team.
--End of Public Comment--

3. CONSENT
Motion By Member Sandoval
Second By Member Newland
To approve the Consent Calendar Items 3a to 3g.

Ayes (4): Member Newland, Member Sandoval, Vice Chair Bates, and Chair Pearce
Absent (2): Member Keller, and Member Patel

2 CARRIED (4 to 0)

3.a MINUTES OF TBID REGULAR MEETING ON AUGUST 9, 2023

3.b SMITH TRAVEL REPORT (STR)

3.c TRANSIENT OCCUPANCY TAX (TOT) REPORT

3.d SLO CHAMBER PUBLIC RELATIONS MONTHLY REPORT

3.e SLO CHAMBER GUEST SERVICES MONTHLY REPORT

3.f NOBLE STUDIOS & DCI MARKETING MONTHLY REPORT

3.g BADGER BRANDING ORGANIC SOCIAL REPORT

4. BUSINESS ITEMS

4.a WEBSITE CONTINGENCY BUDGET CONSIDERATION
Tourism Manager Molly Cano reviewed the motion previously made at the regular August meeting regarding the website project contingency budget, and provided new information that has come up since, requiring reconsideration by the Board.

Public Comment:

None
--End of Public Comment--
Motion By Member Sandoval
Second By Vice Chair Bates
To approve allocating $1,560 from the general contingency line item to Badger Branding for the resizing of the neighborhood maps.

Public Comment:

None
--End of Public Comment--
Ayes (4): Member Newland, Member Sandoval, Vice Chair Bates, and Chair Pearce
Absent (2): Member Keller, and Member Patel
CARRIED (4 to 0)

3 Motion By Vice Chair Bates
Second By Member Newland
To use the $13,365 remaining in the website contingency budget for $4,950 to complete post-launch web services and $8,415 for the postlaunch website enhancements (New Filter Opportunities and Web Services Injection) as proposed at the meeting.

Ayes (4): Member Newland, Member Sandoval, Vice Chair Bates, and Chair Pearce
Absent (2): Member Keller, and Member Patel
CARRIED (4 to 0)

4.b HARVEST ON THE COAST PAID MEDIA PLAN
Agency representatives from Noble presented two options for consideration for the paid media plan for Harvest on the Coast in sponsorship partnership with SLO Coast Wine Collective.

Public Comment:

None
--End of Public Comment--
Motion By Member Sandoval
Second By Vice Chair Bates
To allocate the $6,000 budget for Harvest on the Coast as follows: $4,500 for paid media and $1,500 for marketing services.

CARRIED (4 to 0)

4.c FY 22-23 TBID ANNUAL REPORT
Tourism Manager Molly Cano presented the staff report and responded to inquiries.

Public Comment:

None
--End of Public Comment--

4 Motion By Vice Chair Bates
Second By Member Sandoval
To approve the 2022-23 TBID annual report as presented.

Ayes (4): Member Newland, Member Sandoval, Vice Chair Bates, and Chair Pearce
Absent (2): Member Keller, and Member Patel
CARRIED (4 to 0)

4.d REGIONAL CO-OP MARKETING CONSIDERATIONS
Tourism Manager Molly Cano presented the staff report and responded to inquiries.

Public Comment:

None
--End of Public Comment--
Motion By Vice Chair Bates
Second By Member Sandoval
To approve the cooperative marketing opportunities with Central Coast Tourism Council and Visit SLO CAL as follows:
$10,000 for Central Coast Tourism Council Front Page
$ 5,000 for Central Coast Tourism Council Co-op: I Heart Radio $ 7,500 for Central Coast Tourism Council Co-op: Editorial in Winter/Spring/Summer
$ 5,000 for Visit SLO CAL Co-op: Sojern
$ 3,500 for Visit SLO CAL Co-op: Brand Facebook/Instagram $ 5,000 for Denver Market Activation
$36,000 Total from FY 23-24 Co-op budget
Ayes (4): Member Newland, Member Sandoval, Vice Chair Bates, and Chair Pearce
Absent (2): Member Keller, and Member Patel
CARRIED (4 to 0)

4.e PLACER.AI CO-FUNDED LOCATION ANALYTICS TOOL

5 Tourism Manager Molly Cano presented the staff report and responded to inquiries.

Public Comment:

None
--End of Public Comment--
Motion By Member Sandoval
Second By Vice Chair Bates
To co-fund a partnership with the City for a shared location analytics tool in the amount of $10,000 from the research and development line item in the 23-24 budget.

Ayes (4): Member Newland, Member Sandoval, Vice Chair Bates, and Chair Pearce
Absent (2): Member Keller, and Member Patel
CARRIED (4 to 0)

5. TBID LIAISON REPORTS AND COMMUNICATION

5.a HOTELIER UPDATE – LIAISON REPORTS

5.b PCC UPDATE – LIAISON REPORT
Chair Pearce provided an update on items scheduled for the PCC meeting.

5.c VISIT SLO CAL UPDATE – LIAISON REPORT
Chair Pearce indicated that there hasn't been a meeting since the last TBID meeting. Tourism Manager Molly Cano provided an update on the Visit SLO CAL marketing meeting.

5.d TOURISM PROGRAM UPDATE – STAFF REPORT
Tourism Manager Molly Cano provided a Tourism update.

6. ADJOURNMENT
The meeting was adjourned at 11:53 a.m. The next Special Meeting of the Tourism Business Improvement District Board is scheduled for September 27, 2023 at 10:00 a.m. in the Council Hearing Room at City Hall, 990 Palm Street, San Luis Obispo.

6 APPROVED BY TOURISM BUSINESS IMPROVEMENT DISTRICT BOARD:

XX/XX/202X