San Luis Obispo City Council
August 20, 2024

City Council
AGENDA

Tuesday, August 20, 2024, 5:30 p.m.

Council Chambers, 990 Palm Street, San Luis Obispo
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INSTRUCTIONS FOR PUBLIC COMMENT:

Public Comment prior to the meeting (must be received 3 hours in advance of the meeting):

Mail - Delivered by the U.S. Postal Service. Address letters to the City Clerk's Office at 990 Palm Street, San Luis Obispo, California, 93401.

Email - Submit Public Comments via email to [email protected]. In the body of your email, please include the date of the meeting and the item number (if applicable). Emails will not be read aloud during the meeting.

Voicemail - Call (805) 781-7164 and leave a voicemail. Please state and spell your name, the agenda item number you are calling about, and leave your comment. Verbal comments must be limited to 3 minutes. Voicemails will not be played during the meeting. *All correspondence will be archived and distributed to councilmembers, however, submissions received after the deadline may not be processed until the following day.

Public Comment during the meeting:

Meetings are held in-person. To provide public comment during the meeting, you must be present at the meeting location.

Electronic Visual Aid Presentation. To conform with the City's Network Access and Use Policy, Chapter 1.3.8 of the Council Policies & Procedures Manual, members of the public who desire to utilize electronic visual aids to supplement their oral presentation must provide display-ready material to the City Clerk by 12:00 p.m. on the day of the meeting. Contact the City Clerk's Office at [email protected] or (805) 781-7114.

Pages

1. CALL TO ORDER
Mayor Erica A. Stewart will call the Regular Meeting of the San Luis Obispo City Council to order.

2. PLEDGE OF ALLEGIANCE
Vice Mayor Andy Pease will lead the Council in the Pledge of Allegiance.

3. PRESENTATIONS

3.a OATH OF OFFICE - CITY MANAGER WHITNEY MCDONALD
City Clerk Teresa Purrington will administer the Oath of Office to the new City Manager, Whitney McDonald.

3.b SLO TRANSIT 50TH ANNIVERSARY PROCLAMATION
Mayor Stewart will present a proclamation in recognition of SLO Transit's 50th anniversary.

3.c CITY MANAGER REPORT
Receive a brief report from City Manager Whitney McDonald.

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

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

Recommendation:

To approve Consent Calendar Items 5a to 5k.

5.a WAIVE READING IN FULL OF ALL RESOLUTIONS AND

ORDINANCES
Recommendation:

Waive reading of all resolutions and ordinances as appropriate.

5.b MINUTES REVIEW - JULY 9, 2024 AND JULY 16, 2024 COUNCIL

MINUTES
9 Recommendation:

Approve the following minutes of the City Council:
• July 9, 2024 - Special Closed Session
• July 16, 2024 - Regular Meeting

5.c APPROVE A MILLS ACT HISTORICAL PROPERTY PRESERVATION AGREEMENT FOR THE BRECHEEN HOUSE AT 1133 PISMO
STREET (HIST-0211-2024)
19 Recommendation:

Adopt a Draft Resolution entitled “A Resolution of the City Council of the City of San Luis Obispo, California, approving a Historic Property Preservation Agreement between the City and the owner of the Brecheen House at 1133 Pismo Street (Application No. HIST-0211- 2024).”

5.d APPROVE A SIDE LETTER REGARDING PARAMEDIC INCENTIVE PAY TO THE JANUARY 1, 2024 THROUGH JUNE 30 2027,

MEMORANDUM OF UNDERSTANDING BETWEEN THE CITY OF

SAN LUIS OBISPO AND THE INTERNATIONAL ASSOCIATION OF
FIREFIGHTERS, LOCAL 3523
37 Recommendation:

Adopt a Draft Resolution entitled, “A Resolution of the City Council of the City of San Luis Obispo, California, approving a Side Letter to the January 1, 2024 through June 30, 2027 Memorandum of Understanding between the City of San Luis Obispo and The International Association of Firefighters, Local 3523.”

5.e AWARD A CONSTRUCTION CONTRACT FOR THE LAGUNA LAKE
DOG PARK REVITALIZATION PROJECT, SPECIFICATION NO.
2001068
47 Recommendation:

Award a Construction Contract to R. Burke Corporation for the Laguna Lake Dog Park Revitalization Project, Base Bid and Additive Alternate A, in the amount of $1,560,191.30; and

1. Approve a budget transfer of $485,000 from the Laguna Lake Park Improvements project account (2000057-01) to the
Laguna Lake Dog Park Revitalization project account
(2001068); and

2. Authorize City Engineer to approve Contract Change Orders up to the available project budget.

3. 5.f ANNUAL SPECIAL TAX LEVY REPORT FOR THE COMMUNITY FACILITIES DISTRICT NO. 2017-1 (AVILA RANCH) FOR FISCAL YEAR 2024-2025
65 Recommendation:

Receive and file the Annual Special Tax Levy Report for the City of San Luis Obispo Community Facilities District No. 2017-1 (Avila Ranch) for Fiscal Year 2024-2025.

5.g ANNUAL SPECIAL TAX LEVY REPORT FOR THE COMMUNITY
FACILITIES DISTRICT NO 2019-1 (SAN LUIS RANCH) FOR FISCAL YEAR 2024-2025
93 Recommendation:

Receive and file the Annual Special Tax Levy Report for the City of San Luis Obispo Community Facilities District No. 2019-1 (San Luis Ranch) for Fiscal Year 2024-2025.

5.h SECOND READING AND ADOPTION OF ORDINANCE NO. 1737
(2024 SERIES) AMENDING TITLE 10, CHAPTER 36, OF THE

MUNICIPAL CODE
137
Recommendation:

Adopt Ordinance No. 1737 (2024 Series) entitled, “An Ordinance of the City Council of the City of San Luis Obispo, California, amending Title 10, Chapter 36 (Designation of Residential Parking Permit Areas), of the Municipal Code modifying the sections pertaining to Dana Street Preferential Parking District.”

5.i APPROVAL OF CITY MANAGER CONTRACT AND APPOINTMENT

OF CITY MANAGER
151
Recommendation:

Adopt a Draft Resolution entitled, “A Resolution of the City Council of the City of San Luis Obispo, California, approving a Contract of Employment for City Manager”; and

1. 2. Appoint Whitney McDonald as City Manager; and
Adopt a Regular Salary Schedule as required by California Public Employees Retirement System (CalPERS).

3. 5.j ADVISORY BODY APPOINTMENT FOR AN UNSCHEDULED

VACANCY ON THE CULTURAL HERITAGE COMMITTEE
171
Recommendation:

Confirm the appointment of Ivan Simon to the Cultural Heritage Committee (CHC) to fill an unscheduled vacancy with term ending March 31, 2027.

5.k APPROVAL OF THE FINAL MAP FOR TRACT 3136 PHASE 1, 3580 BULLOCK LANE (SBDV-0490-2019)
175
Recommendation:

Adopt a Draft Resolution entitled, “A Resolution of the City Council of the City of San Luis Obispo, California, approving the Final Map for Tract 3136 Phase 1 (3580 Bullock Lane, SBDV-0490-2019),” and authorize the Mayor to execute a Subdivision Agreement in a form subject to the approval of the City Attorney.

6. PUBLIC HEARING AND BUSINESS ITEMS

6.a POLICE DEPARTMENT 2023 ANNUAL REPORT AND MILITARY
EQUIPMENT USE (AB 481) ANNUAL UPDATE (Estimated Time: 60 minutes)
211
Recommendation:

Receive and file the 2023 Police Department Annual Report and Assembly Bill 481 (Military Equipment Use) Annual Report Update.

6.b INTRODUCE AN ORDINANCE AMENDING TITLE 6 (ANIMALS) OF THE SAN LUIS OBISPO MUNICIPAL CODE (Estimated Time: 30
minutes)
327
Recommendation:

Introduce a Draft Ordinance entitled, “An Ordinance of the City Council of the City of San Luis Obispo, California, amending Title 6 (Animals) of the Municipal Code to adopt and incorporate by reference San Luis Obispo County Code Title 9 (Animals) and to retain certain city requirements regarding animals.”

6.c INTRODUCE AN ORDINANCE TO AMEND TITLE 17 (ZONING

REGULATIONS) OF THE MUNICIPAL CODE TO ADD RESIDENTIAL

USES AS CONDITIONALLY ALLOWED WITH A MINOR USE PERMIT
IN THE NEIGHBORHOOD COMMERCIAL (C-N) ZONE (CODE-0224-
2024) (Estimated Time: 30 minutes)
395
Recommendation:

Introduce a Draft Ordinance entitled, “An Ordinance of the City Council of the City of San Luis Obispo, California, approving an amendment to Table 2-1 (Uses Allowed by Zone) in Title 17 (Zoning Regulations) of the Municipal Code with an exemption from environmental review (CEQA) (CODE-0224-2024).”

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

8. ADJOURNMENT
The City Council will hold a Special Closed Session Meeting on August 21, 2024 at 5:30 p.m. in the Council Hearing Room at City Hall. The next Regular Meeting of the City Council will be held on September 3, 2024 at 5:30 p.m. in the Council Chambers at City Hall, 990 Palm Street, San Luis Obispo.

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

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

City Council meetings are televised live on Charter Channel 20 and the City's YouTube Channel: www.youtube.com/CityofSanLuisObispo. Agenda related writings or documents provided to the City Council are available for public inspection in the City Clerk’s Office located at 990 Palm Street, San Luis Obispo, California during normal business hours, and on the City’s website https://www.slocity.org/government/mayor-and-city-council/agendas-andminutes. Persons with questions concerning any agenda item may call the City Clerk’s Office at (805) 781-7114.
1 Council Minutes
July 9, 2024, 5:30 p.m.

City Hall, 990 Palm Street, San Luis Obispo
Council Members

Present:

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

Absent:

Council Member Jan Marx
City Staff Present: Christine Dietrick, City Attorney, Human Resources Director Nickole Domini, Teresa Purrington, City Clerk
_____________________________________________________________________

1. CALL TO ORDER
A Special Meeting of the San Luis Obispo City Council was called to order on July 9, 2024 at 5:30 p.m. in the Council Hearing Room at City Hall, 990 Palm Street, San Luis Obispo, by Mayor Stewart.

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

None
--End of Public Comment--

3. PUBLIC EMPLOYEE APPOINTMENT

3.a CONFERENCE WITH LABOR NEGOTIATORS
Action: City Attorney Christine Dietrick indicated the Council met in Closed Session on two matters as listed on the agenda and there was no reportable action taken.

4. ADJOURNMENT
The meeting was adjourned at 7:20 p.m. The next Regular Meeting of the City Council will be held on July 16, 2024 at 5:30 p.m. in the Council Chambers at City Hall, 990 Palm Street, San Luis Obispo.

APPROVED BY COUNCIL: XX/XX/2024

1 Council Minutes
July 16, 2024, 5:30 p.m.

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

Present:

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

1. CLOSED SESSION (4:00 - 5:30 PM)

1.a CALL TO ORDER
Mayor Erica A. Stewart called the Closed Session Meeting of the San Luis Obispo City Council to order at 4:00 p.m. in the Council Hearing Room with all members present.

1.b PUBLIC COMMENT FOR CLOSED SESSION ITEMS ONLY
None

1.c PUBLIC EMPLOYEE DISCIPLINE / DISMISSAL / RELEASE
Action: Mayor Stewart reported the Council met in Closed Session with outside attorney David Fleishman regarding the Personnel matter and there was no reportable action taken.

1.d CONFERENCE WITH REAL PROPERTY NEGOTIATORS
Action: City Attorney Christine Dietrick indicated Council met in Closed session regarding Real Property Negotiations as listed on the agenda and there was no reportable action taken.

1.e ADJOURNMENT
Closed Session adjourned at 5:05 p.m. to the Regular Meeting of July 16, 2024 at 5:30 p.m.

2 2. CALL TO ORDER
A Regular Meeting of the San Luis Obispo City Council was called to order on July 16, 2024 at 5:30 p.m. in the Council Chambers, 990 Palm Street, San Luis Obispo, by Mayor Stewart with all members present.

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

4. PRESENTATIONS

4.a CITY MANAGER REPORT
Deputy City Manager Greg Hermann provided a report on upcoming projects.

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

Dane Sense
David Yohe
Carolyn Krueger
Jeffery Specht
Andrew Gould
Robert Skinner
Paige Anderson
Louise Justice
Jackie
Bassim Wahhab
--End of Public Comment--

6. CONSENT AGENDA
Council Member Shoresman requested that Item 6f be pulled from the Consent Agenda.

Public Comments:

Item 6e
Bernadette Bernardi
Ilene Brill
Chelsea Ruiz
Jack Lahey
---End of Public Comment---

3 Motion By Council Member Shoresman
Second By Council Member Marx
To approve Consent Calendar Items 6a to 6e.

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

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

6.b MINUTES REVIEW - JUNE 24, 2024, JUNE 25, 2024, JUNE 26, 2024 AND JULY 2, 2024 COUNCIL MINUTES
Approve the following minutes of the City Council:
 June 24, 2024 - Special Closed Session
 June 25, 2024 - Special Closed Session
 June 26, 2024 - Special Closed Session
 July 2, 2024 - Regular Meeting

6.c AUTHORIZATION TO ADVERTISE THE WATER TREATMENT PLANT

OZONE CONTAINMENT IMPROVEMENT PROJECT, SPECIFICATION
2001026

1. Approve the project plans and special provisions for the Water Treatment Plant Ozone Containment Improvement Project,
Specification Number 2001026; and

2. Authorize staff to advertise for bids; and

3. Authorize the City Manager to award the construction contract for the bid total if the lowest responsible bid is within the available budget for the Water Treatment Plant Major Equipment
Maintenance Project; and

4. Authorize the City Engineer to approve Contract Change Orders up to the available project budget and find the Project categorically exempt from the California Environmental Quality Act pursuant to State CEQA Guidelines Section 15301 and 15303.

4 6.d AUTHORIZATION TO ADVERTISE MID-HIGUERA BYPASS PROJECT, SPECIFICATION NO. 2090649

1. Approve the project plans and special provisions for the MidHiguera Bypass, Specification Number 2090649; and,

2. Authorize staff to advertise for bids; and,

3. Authorize the City Manager to award the construction contract pursuant to Section 3.24.190 of the Municipal Code for the bid total, if the lowest responsible bid is within the Engineer’s Estimate of $9,400,000; and,

4. Authorize the City Engineer to approve Contract Change Orders up to available project budget and up to any amended budget subsequently approved by the City Manager up to $200,000; and,

5. Appropriate $225,000 in Zone 9 County funding to the project, as recommended by the Zone 9 Advisory Committee and adopted in the County FY24/25 budget; and,

6. Adopt Resolution No. 11509 (2024 Series) entitled, “A Resolution of the City Council of the City of San Luis Obispo, California, authorizing appropriation of Capital Projects Reserve Funds to support the Mid-Higuera Bypass, Specification Number 2090649” to authorize the following:
a. Authorize the Finance Director to appropriate up to $1,000,000 of LRM funds from the Capital Reserve of the Capital Outlay Fund to Mid-Higuera Bypass (Account 2090649) upon award of the construction contract; and,
b. Authorize the Finance Director to transfer up to $1,000,000 of LRM funds from Roadway Sealing 2024, Project Account
2000615 to Mid-Higuera Bypass (Account 2090649) upon
award of the construction contract; and

7. Authorize the City Manager to execute cost sharing agreements, utility relocation agreements, service fee agreements including payment of services with SoCal Gas, PG&E, and Telecom Services within available project budget; and

8. Authorize the Mayor to execute Public Utility Distribution Easement Agreements with PG&E in a final form satisfactory to the City Attorney.

5 6.e CONSIDERATION OF THE 2024-25 HUMAN SERVICES GRANT NEW

FUNDING RECOMMENDATIONS

1. As recommended by the Human Relations Commission, approve the 2024-25 Human Services Grant funding allocations in the amount of $150,000 based on City Council’s direction provided May 21, 2024; and

2. Authorize the City Manager to execute agreements with each grant recipient.

Pulled by Council Member Shoresman

6.f APPROVE PARTICIPATION IN NATIONAL OPIOID LITIGATION SETTLEMENT AGREEMENT WITH KROGER CO.

City Attorney Christine Dietrick responded to Council questions.

Public Comments:

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

1. Approve City participation in the nationally negotiated opioid related settlement agreements with supermarket pharmacy Kroger Co. (“Kroger”); and

2. Authorize the City Manager and City Attorney to execute documents as needed to participate in the settlement agreement; and

3. Authorize the City Manager and City Attorney to elect disposition of Kroger settlement funds (deferral of settlement funds to the County or direct allocation to the City); and

4. Direct the City Manager and City Attorney to conduct an evaluation of the aggregate national opioid litigation settlement amounts and administrative burdens of direct allocation, and, if warranted, authorize the City Manager to change the distribution election for all settlements, with notification the Council.

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

6 7. PUBLIC HEARING AND BUSINESS ITEMS

7.a INTRODUCE AN ORDINANCE TO AMEND TITLE 10 OF THE

MUNICIPAL CODE AND ADOPT A RESOLUTION MODIFYING THE

DANA STREET PARKING DISTRICT
Public Works Director Matt Horn, Deputy Director of Mobility Services Jennifer Rice and Parking Program Manager Donna King provided an indepth staff report and responded to Council questions.

Public Comments:

Kim Janas
Mary Mitchell
Ursula Bishop
---End of Public Comment---
Motion By Council Member Shoresman
Second By Vice Mayor Pease

1. Introduce Ordinance No. 1737 (2024 Series) entitled, “An Ordinance of the City Council of the City of San Luis Obispo, California, amending Municipal Code Title 10 Chapter 36 regarding Stopping, Standing and Parking for Certain Purposes or in Certain Places” to remove exceptions for the Dana Street Residential Parking District; and

2. Adopt Resolution No. 111510 (2024 Series) entitled, “A Resolution of the City Council of the City of San Luis Obispo, California, modifying the Preferential Parking Permit District for the Dana Street Area of the City, authorizing the Public Works Director to make temporary modifications to the Dana Street Parking District” until the completion of construction of the Cultural Arts District Parking Structure including, but not limited to, adjusting the district boundaries, the eligible properties within the boundary, the number of permits issued to those properties, and imposing or modifying hours-of-use restrictions, with the following change shown in bold italics:
 SECTION 5. Approval. The Public Works Director or their designee is authorized to make temporary modifications to the Dana Street Parking District until the completion of construction of CADPS including but not limited to adjusting the interior boundaries within the district, the eligible properties within the

7 boundary, the number of permits issues to those properties, and imposing or modifying hours-of-use restrictions.

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

8. STUDY SESSION

8.a SLO TRANSIT SHORT-RANGE TRANSIT PLAN UPDATE STUDY

SESSION
Public Works Director Matt Horn and Mobility Services Business Manager Alex Fuchs provided an in-depth staff report and responded to Council questions.

Public Comments:

Barry Rands
---End of Public Comment---
ACTION: The City Council provided the following consensus comments:
 For routes 1 and 3, look for alternatives that don’t have as big impacts i.e. eliminating stops but if there must be stops eliminated then extensive outreach needs to be done prior to the changes being made.
 Pursue year round with a possible implementation in the summer of 2026.
 The Capital Plan will have midlife rebuilds for buses, bus shelter improvements and maintenance and possible refresh of the current transit center and/or preliminary exploration of a consolidated transit center in the future.
 Micro transit needs to be better defined and once it is defined provide specific alternatives of what it could look like.  Look at the 4a service frequency and then look at all of the “a” routes for possible increase service frequency and have a phased approach for implementation.
 New route that would make the connection between Broad and Higuera and service the Avila Ranch area or possible changes to an existing route that would service the same areas.

8 9. LIAISON REPORTS AND COMMUNICATIONS
Council Member Pease attended the LOSAN meeting and participated in Fiesta Latina celebrating the 30th anniversary of the Latino Outreach Council.

Council Member Francis attended in LOSAN meeting and visited the SLO Museum of Art's new installation.

Council Member Shoresman attended the Police Department's promotions ceremony, the Fiesta Latina, the Jack House tour and ice cream party, and volunteered at Concerts in the Plaza.

Mayor Stewart attended the Cal Cities Legislative Update, the CARE community briefing, the Cal Cities Board meeting paid for by the City and Cal Cities. She also presented a Proclamation at Fiesta Latina.

10. ADJOURNMENT
The meeting was adjourned at 9:57 p.m. The next Regular Meeting of the City Council will be held on August 20, 2024 at 5:30 p.m. in the Council Chambers at City Hall, 990 Palm Street, San Luis Obispo. The Regular Meeting on August 6, 2024 will be cancelled, as approved by Council on November 14, 2023 during their annual review of the 2024 meeting calendar.

APPROVED BY COUNCIL: XX/XX/2024

Item 5c
Department: Community Development
Cost Center: 4003
For Agenda of: 8/26/2024
Placement: Consent
Estimated Time: N/A
FROM: Timmi Tway, Community Development Director
Prepared By: Walter Oetzell, Assistant Planner
SUBJECT: APPROVE A MILLS ACT HISTORICAL PROPERTY PRESERVATION AGREEMENT FOR THE BRECHEEN HOUSE AT 1133 PISMO STREET
(HIST-0211-2024)

RECOMMENDATION
Adopt a Draft Resolution entitled “A Resolution of the City Council of the City of San Luis Obispo, California, approving a Historic Property Preservation Agreement between the City and the owner of the Brecheen House at 1133 Pismo Street (Application No. HIST0211-2024).”

POLICY CONTEXT
The recommended action on this item is supported by historical preservation policies set out in § 3.0 of the Conservation and Open Space Element of the City’s General Plan, particularly Program 3.6.2 regarding participation in financial incentive programs to encourage maintenance and restoration of historic properties, and also with the purpose of encouraging private stewardship of historic buildings through incentives, as provided by Section 14.01.010 (B)(3) of the City’s Historic Preservation Ordinance.

DISCUSSION
The owners of the Brecheen House at
1133 Pismo Street (Figure 1)
submitted an application to enter into a
Mills Act Historical Property
Preservation Agreement with the City
(see Request Letter, Attachment C,
and Draft Agreement, Attachment B).

The property is located in the Old
Town Historic District, is developed
with a single-family dwelling built in
1907, and was designated as a Master
List Resource in the City's Inventory of
Historic Resources adopted by the City Figure 1: The Brecheen House (1133 Pismo)

Item 5c
Council on November 15, 2022, (Resolution 11372) based on the Architectural Criteria for Style and Design set out in the City’s Historic Preservation Ordinance.

As described in an evaluation of the property’s historical significance, prepared by James Papp, PhD, the building's architectural style is described as "the purest distillation of the planar, linear, curvilinear, and minimalist ideals of the Streamline Colonial architectural type in San Luis Obispo." 1It features an asymmetric unenclosed porch with a single Tuscan column, a low-pitched bell-cast roof, and geometric fenestration design, and is associated with Thomas Brecheen, teacher, principal, and Board of Education president, and his wife May Miller Brecheen, who occupied the home between 1907 and 1909.

The Mills Act Program
The Mills Act Program is a property tax reduction program for protection of cultural resources that encourages their maintenance and restoration (§ 3.6.2 of the General Plan Conservation and Open Space Element). Participation in the program is limited to Master List Resources; the most unique and important historic resources in terms of age, architectural or historical significance, rarity, or association with important persons or events in the City’s past (HPO § 14.01.050 (A)). Currently, there are 65 properties participating in the program, with the last request (for the Call Hotel at 1703 Santa Barbara) approved by the Council in May, 2023.

Under the Mills Act Program, the City and owners of a Master List Resource enter into an historical property contract under which the owners agree to restore, maintain, and protect the property in accordance with historical preservation standards. Specific improvements and repairs that the owners agree to make are outlined in the agreement; in this instance, these improvements and repairs are provided in Exhibit A of Attachment B to this report.

Owners may qualify for property tax relief, potentially realizing tax savings of between 40% and 60% per year. A Mills Act Contract has a minimum term of ten years, and is extended annually for an additional year until either the City or the owner, by written notice, decides not to renew the contract.

Previous Council or Advisory Body Action
On June 24, 2024, the Cultural Heritage Committee reviewed this application for participation in the Mills Act Historic Preservation Program, and the terms of the draft preservation contract, and by a vote of 4-0-3 (three Commissioners absent), recommended that the Council approve the contract.

Public Engagement
Public notice of this hearing has been provided to owners and occupants of property near the subject site and published in The New Times and posted on the City’s website. The agendas for this meeting have been posted at City Hall and online, consistent with adopted notification procedures for development projects.

1 James Papp, PhD. (March 2022) Master List Application. Included in November 15, 2022 City Council Agenda Packet, available in the City archive at: opengov.slocity.org/WebLink/DocView.aspx?id=170241

Item 5c

ENVIRONMENTAL REVIEW
Entering into a “Mills Act Contract” with the owners of historical property is not subject to the provisions of the California Environmental Quality Act (CEQA) because it is not a project as defined in CEQA Guidelines § 15378 (Definitions – Project). Implementation of the Mills Act is a government fiscal activity which does not involve commitment to any specific project resulting in a potentially significant physical impact on the environment CEQA Guidelines § 15378 (b)(4)).

FISCAL IMPACT
Budgeted: No Budget Year: 2024-2025
Funding Identified: No
Fiscal Analysis:

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

Total $ $ 0 $ $ 0
After the Mills Act contract is recorded, the County Assessor values the property by an income capitalization method, following guidelines provided by the State Board of Equalization. Because of the timing and the method of valuing the restricted property, it is difficult to accurately estimate the tax savings and resulting fiscal impacts to the City under a particular historical property contract. However, the Office of Historic Preservation California Department of Parks and Recreation) estimates that property owners participating in the program may realize property tax savings of between 40% and 60% each year for newly improved or purchased older properties. The City’s property tax revenue will be reduced accordingly.

ALTERNATIVES

1. Decline to enter into a Mills Act Historical Property Contract with the property owner. This alternative is not recommended. As described in Program 3.6.2 (Financial assistance and incentives) of the Conservation and Open Space Element of the City’s General Plan, the City participates in financial assistance programs that encourage maintenance and restoration of historic properties. The subject property, as a Master List Resource, is eligible to participate in the Mills Act program, and the contract provides a tax relief incentive for this purpose.

2. Continue consideration of the request to a future date for additional information or discussion.

Item 5c

ATTACHMENTS
A - Draft Resolution approving a Mills Act Contract for 1133 Pismo Street B - Draft Historic Property Preservation Agreement (HIST-0211-2024) C - Applicant Request Letter (HIST-0211-2024)

RESOLUTION NO. ____ (2024 SERIES)

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

OBISPO, CALIFORNIA, APPROVING A HISTORIC PROPERTY

PRESERVATION AGREEMENT BETWEEN THE CITY AND THE
OWNERS OF THE BRECHEEN HOUSE AT 1133 PISMO STREET
(APPLICATION NO. HIST-0211-2024)
WHEREAS, the City Council of the City of San Luis Obispo is authorized by California Government Code § 50280 et seq. (known as “the Mills Act”) to enter into contracts with the owners of qualified historical properties to provide for appropriate use, maintenance, and rehabilitation such that these historic properties retain their historic characteristics; and
WHEREAS, the City Council has adopted Resolution No. 9136 (2000 Series), establishing the Mills Act Historic Property Tax Incentive Program as an ongoing historic preservation program to promote the preservation, maintenance, and rehabilitation of historic resources through financial incentives; and
WHEREAS, the City Council of the City of San Luis Obispo has designated this property as a historic resource of the City of San Luis Obispo pursuant to the policies in the City’s Historic Preservation Program Guidelines; and WHEREAS, Christopher David Frago and Heidi A Howland-Frago are the owners of that certain qualified real property, together with associated structures and improvement thereon, located on Assessor’s Parcel Number 003-545-004, located at 1133 Pismo Street, in the City of San Luis Obispo, California, also described as The Brecheen House; and
WHEREAS, the City and Owners, for their mutual benefit, now desire to enter into an agreement to limit the use of the property to prevent inappropriate alterations and to ensure that character-defining features are preserved and maintained in an exemplary manner, and repairs and improvements are completed as necessary to carry out the purposes of California Government Code, Chapter 1, Part 5 of Division 1 of Title 5, Article 12, Sec. 50280 et seq., and to qualify for an assessment of valuation pursuant to Article

1.9, Sec. 439 et. seq. of the Revenue and Taxation Code; and WHEREAS, the Cultural Heritage Committee of the City of San Luis Obispo conducted a public hearing in the Council Chamber of City Hall, 990 Palm Street, San Luis Obispo, California, on June 24, 2024, for the purpose of reviewing the proposed historic property preservation agreement, and recommended that the City enter into the agreement; and

Resolution No. _____ (2024 Series) Page 2
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WHEREAS, the City Council held a public meeting in the Council Chamber of City Hall, 990 Palm Street, San Luis Obispo, California, on August 20, 2024, for the purpose of considering approval of the historic property preservation agreement, and has duly considered all evidence, including the record of the Cultural Heritage Committee hearing and recommendation, testimony of the applicant and interested parties, and the evaluation and recommendation by staff, present at said hearing; and WHEREAS, notices of said public hearings were made at the time and in the manner required by law.

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

SECTION 1. Findings. Based upon all the evidence, the City Council makes the following findings:
a) Conservation and Open Space Element Program 3.6.2 states that the City will participate in financial assistance programs such as property tax reduction programs that encourage maintenance and restoration of historic properties. b) The Brecheen House, located at 1133 Pismo Street, has been recognized as a historic asset in the community by its designation as a Master List Historic Property by the City Council on November 15th, 2022 (Resolution 11372). As such, maintaining the structure will meet the City’s goals for historic preservation listed in policies 3.3.1 through 3.3.5 of the Conservation and Open Space Element.

SECTION 2. Environmental Determination. The City Council has determined that the above actions do not constitute a project, as defined in California Environmental Quality Act Guidelines § 15378, and are not subject to environmental review.

SECTION 3. Historic Property Preservation Agreement Approved. The City Council hereby approves the “Historic Property Preservation Agreement between the City of San Luis Obispo and the Owners of the Historic Property Located at 1133 Pismo Street,” to be entered into by the City and the property owners, Christopher David Frago and Heidi A Howland-Frago, attached hereto as “Exhibit A.” SECTION 4. Community Development Director Authorized to Sign Agreement for City. The City Council hereby authorizes the Community Development Director to execute said agreement on behalf of the Council of the City of San Luis Obispo.

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SECTION 5. Recordation of the Agreement. No later than twenty (20) days after the parties enter into said agreement, the City Clerk shall cause the agreement to be recorded in the Office of the County Recorder of the County of San Luis Obispo.

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

AYES:

NOES:

ABSENT:

The foregoing resolution was passed and adopted this ________ day of _________ 2024. ___________________________
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

HISTORIC PROPERTY PRESERVATION AGREEMENT BETWEEN

THE CITY OF SAN LUIS OBISPO AND THE OWNERS OF THE HISTORIC PROPERTY LOCATED AT 1133 PISMO STREET, IN THE CITY AND THE COUNTY OF SAN LUIS OBISPO, STATE OF CALIFORNIA.

THIS AGREEMENT is made and entered into this________ day of _________________, 2024, by and between the City of San Luis Obispo, a municipal corporation (hereinafter referred to as the “City”), and Christopher David Frago and Heidi A Howland-Frago (hereinafter referred to as “Owners”), and collectively referred to as the “parties.” Section 1. Description of Preservation Measures. The Owners, their heirs, or assigns hereby agree to undertake and complete, at their expense, the preservation, maintenance, and improvements measures described in “Exhibit A” attached hereto.

Section 2. Effective Date and Term of Agreement. This agreement shall be effective and commence upon recordation and shall remain in effect for an initial term of ten (10) years thereafter. Each year upon the anniversary of the agreement’s effective date, such initial term will automatically be extended as provided in California Government Code Section 50280 through 50290 and in Section 3, below.

Section 3. Agreement Renewal and Non-renewal.
a. Each year on the anniversary of the effective date of this agreement (hereinafter referred to as “annual renewal date”), a year shall automatically be added to the initial term of this agreement unless written notice of nonrenewal is served as provided herein.
b. If the Owners or the City desire in any year not to renew the agreement, the Owners or the City shall serve written notice of nonrenewal of the agreement on the other party. Unless such notice is served by the Owners to the City at least ninety (90) days prior to the annual renewal date, or served by the City to the Owners at least sixty (60) days prior to the annual renewal date, one (1) year shall automatically be added to the term of the agreement as provided herein.
c. The Owners may make a written protest of the notice. The City may, at any time prior to the annual renewal date, withdraw its notice to the Owners of nonrenewal. d. If either the City or the Owners serves notice to the other party of nonrenewal in any year, the agreement shall remain in effect for the balance of the term then remaining.

Section 4. Standards and Conditions. During the term of this agreement, the historic property shall be subject to the following conditions:

Historic Preservation Agreement
1133 Pismo Street

a. Owners agree to preserve, maintain, and, where necessary, restore or rehabilitate the building and its character-defining features, including: the building’s general architectural form, style, materials, design, scale, proportions, organization of windows, doors, and other openings; interior architectural elements that are integral to the building’s historic character or significance; exterior materials, coatings, textures, details, mass, roof line, porch, and other aspects of the appearance of the building’s exterior, as described in Exhibit A, to the satisfaction of the Community Development Director or his designee.
b. The building’s interior closely relates to the property’s eligibility as a qualified historic property. The Owners agree to allow pre-arranged tours on a limited basis, to the approval of the Community Development Director or his designee. c. All building changes shall comply with applicable City specific plans, City regulations and guidelines, and conform to the rules and regulations of the Office of Historic Preservation of the California Department of Parks and Recreation, namely the U.S. Secretary of the Interior’s Standards for Rehabilitation and Standards and Guidelines for Historic Preservation Projects. Interior remodeling shall retain original, character-defining architectural features such wood details, pillars and arches, special tile work, or architectural ornamentation to the greatest extent possible.
d. The Community Development Director shall be notified by the Owners of changes to character-defining exterior features prior to their execution, such as major landscaping projects and tree removals, exterior door or window replacement, repainting, remodeling, or other exterior alterations requiring a building permit.

The Owners agree to secure all necessary City approvals and/or permits prior to changing the building’s use or commencing construction work. e. Owners agree that property tax savings resulting from this agreement shall be used for property maintenance and improvements as described in Exhibit A. f. The following are prohibited: demolition or partial demolition of the historic building; exterior alterations or additions not in keeping with the standards listed above; dilapidated, deteriorating, or unrepaired structures such as fences, roofs, doors, walls, windows; outdoor storage of junk, trash, debris, appliances, or furniture visible from a public way; or any device, decoration, structure, or vegetation which is unsightly due to lack of maintenance or because such feature adversely affects, or is visually incompatible with, the property’s recognized historic character, significance, and design as determined by the Community Development Director.
g. Owners shall allow reasonable periodic examination, by prior appointment, of the interior and exterior of the historic property by representatives of the County Assessor, the State Department of Parks and Recreation, the State Board of Equalization, and the City as may be necessary to determine the owners’ compliance with the terms and provisions of this agreement.

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Section 5. Furnishing of Information. The Owners hereby agree to furnish any and all information requested by the City which may be necessary or advisable to determine compliance with the terms and provisions of this agreement.

Section 6. Cancellation.
a. The City, following a duly-noticed public hearing by the City Council as set forth in Government Code Section 50285, may cancel this agreement if it determines that the Owners have breached any of the conditions of this agreement or has allowed the property to deteriorate to the point that it no longer meets the standards for a qualified historic property; or if the City determines that the Owners have failed to preserve, maintain, or rehabilitate the property in the manner specified in Section 4 of this agreement. If a contract is cancelled because of failure of the Owners to preserve, maintain, and rehabilitate the historic property as specified above, the Owners shall pay a cancellation fee to the State Controller as set forth in Government Code Section 50286, which states that the fee shall be 12 ½% of the full value of the property at the time of cancellation without regard to any restriction imposed with this agreement.
b. If the historic building is acquired by eminent domain and the City Council determines that the acquisition frustrates the purpose of the agreement, the agreement shall be cancelled and no fee imposed, as specified in Government Code Section 50288.

Section 7. Enforcement of Agreement.
a. In lieu of and/or in addition to any provisions to cancel the agreement as referenced herein, the City may specifically enforce, or enjoin the breach of, the terms of the agreement. In the event of a default, under the provisions to cancel the agreement by the Owners, the City shall give written notice of violation to the Owners by registered or certified mail addressed to the address stated in this agreement. If such a violation is not corrected to the reasonable satisfaction of the Community Development Director or designee within thirty (30) days thereafter; or if not corrected within such a reasonable time as may be required to cure the breach or default of said breach; or if the default cannot be cured within thirty (30) days (provided that acts to cure the breach or default may be commenced within thirty (30) days and shall thereafter be diligently pursued to completion by the Owners); then the City may, without further notice, declare a default under the terms of this agreement and may bring any action necessary to specifically enforce the obligations of the Owners growing out of the terms of this agreement, apply to any court, state or federal, for injunctive relief against any violation by the owners or apply for such relief as may be appropriate.
b. The City does not waive any claim of default by the Owners if the City does not enforce or cancel this agreement. All other remedies at law or in equity which are not otherwise provided for in this agreement or in the City’s regulations governing

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historic properties are available to the City to pursue in the event that there is a breach or default under this agreement. No waiver by the City of any breach or default under this agreement shall be deemed to be a waiver of any other subsequent breach thereof or default herein under.
c. By mutual agreement, City and Owners may enter into mediation or binding arbitration to resolve disputes or grievances growing out of this contract.

Section 8. Binding Effect of Agreement. The Owners hereby subject the historic building located at 1133 Pismo Street, San Luis Obispo, California, Assessors Parcel Number 003-545-004, to the covenants, reservations, and restrictions as set forth in this agreement. The City and Owners hereby declare their specific intent that the covenants, reservations, and restrictions as set forth herein shall be deemed covenants running with the land and shall pass to and be binding upon the Owners’ successors and assigns in title or interest to the historic property. Every contract, deed, or other instrument hereinafter executed, covering or conveying the historic property or any portion thereof, shall conclusively be held to have been executed, delivered, and accepted subject to the covenants, reservations, and restrictions expressed in this agreement regardless of whether such covenants, restrictions, and reservations are set forth in such contract, deed, or other instrument.

Section 9. Notice. Any notice required by the terms of this agreement shall be sent to the address of the respective parties as specified below or at other addresses that may be later specified by the parties hereto.

To City: Community Development Director
City of San Luis Obispo
919 Palm Street
San Luis Obispo, CA 93401
To Owners: Christopher David Frago
Heidi A. Howland-Frago
1133 Pismo St
San Luis Obispo CA 93401
Section 10. General Provisions.
a. None of the terms, provisions, or conditions of this agreement shall be deemed to create a partnership between the parties hereto and any of their heirs, successors, or assigns, nor shall such terms, provisions, or conditions cause them to be considered joint ventures or members of any joint enterprise.
b. The Owners agree to hold the City and its elected and appointed officials, officers, agents, and employees harmless from liability for damage or from claims for damage for personal injuries, including death, and claims for property damage which may arise from the direct or indirect use or activities of the Owners, or from

Historic Preservation Agreement
1133 Pismo Street

those of their contractor, subcontractor, agent, employee, or other person acting on the Owners’ behalf which relates to the use, operation, maintenance, or improvement of the historic property. The Owners hereby agree to and shall defend the City and its elected and appointed officials, officers, agents, and employees with respect to any and all claims or actions for damages caused by, or alleged to have been caused by, reason of the Owners’ activities in connection with the historic property, excepting however any such claims or actions which are the result of the sole negligence or willful misconduct of City, its officers, agents, or employees. c. This hold harmless provision applies to all damages and claims for damages suffered, or alleged to have been suffered, and costs of defense incurred, by reason of the operations referred to in this agreement regardless of whether or not the City prepared, supplied, or approved the plans, specifications, or other documents for the historic property.
d. All of the agreements, rights, covenants, reservations, and restrictions contained in this agreement shall be binding upon and shall inure to the benefit of the parties herein, their heirs, successors, legal representatives, assigns, and all persons acquiring any part or portion of the historic property, whether by operation of law or in any manner whatsoever.
e. In the event legal proceedings are brought by any party or parties to enforce or restrain a violation of any of the covenants, reservations, or restrictions contained herein, or to determine the rights and duties of any party hereunder, the prevailing party in such proceeding may recover all reasonable attorney’s fees to be fixed by the court, in addition to court costs and other relief ordered by the court. f. In the event that any of the provisions of this agreement are held to be unenforceable or invalid by any court of competent jurisdiction, or by subsequent preemptive legislation, the validity and enforceability of the remaining provisions, or portions thereof, shall not be affected thereby.
g. This agreement shall be construed and governed in accordance with the laws of the State of California.

Section 11. Amendments. This agreement may be amended, in whole or in part, only by a written recorded instrument executed by the parties hereto.

Section 12. Recordation and Fees. No later than twenty (20) days after the parties enter into this agreement, the City shall cause this agreement to be recorded in the office of the County Recorder of the County of San Luis Obispo. Participation in the program shall be at no cost to the Owners; however, the City may charge reasonable and necessary fees to recover direct costs of executing, recording, and administering the historical property contracts.

Historic Preservation Agreement
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IN WITNESS WHEREOF, the City and Owners have executed this agreement on the day and year written above.

OWNERS
____________________________________ ______________________________ Christopher David Frago Date
____________________________________ ______________________________ Heidi A. Howland-Frago Date

CITY OF SAN LUIS OBISPO
____________________________________ ______________________________ Mayor Erica A. Stewart Date
ATTEST:
____________________________________
Teresa Purrington, City Clerk
APPROVED AS TO FORM:
____________________________________
J. Christine Dietrick, City Attorney

ALL SIGNATURES MUST BE NOTARIZED

Historic Preservation Agreement
1133 Pismo Street

EXHIBIT A

MAINTENANCE AND IMPROVEMENT MEASURES FOR THE BRECHEEN HOUSE LOCATED AT 1133 PISMO STREET, SAN LUIS OBISPO, CALIFORNIA

1. Owners shall preserve, maintain, and repair the historic building, including its characterdefining architectural features in good condition, to the satisfaction of the Community Development Director or designee, pursuant to a Mills Act Preservation Contract with the City of San Luis Obispo for property located at 1133 Pismo Street. Character-defining features shall include, but are not limited to: roof, eaves, dormers, trim, porches, walls and siding, architectural detailing, doors and windows, window screens and shutters, balustrades and railings, foundations, and surface treatments.

2. Owners agree to make the following improvements and/or repairs during the term of this contract but in no case later than ten (10) years from the contract date. All changes or repairs shall be consistent with the City’s Historic Preservation Ordinance and the Secretary of the Interior’s Standards for the Treatment of Historic Properties:
 Repair of dry rot damage to wood materials
 Replacement of roofing materials
 Interior and exterior painting
 Maintenance of windows and window features
 Foundation improvements
 General maintenance and upkeep
OWNERS
____________________________________ ______________________________ Christopher David Frago Date
____________________________________ ______________________________ Heidi A. Howland-Frago Date

Historic Preservation Agreement
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State of California }
County of San Luis Obispo }
On _____________ , before me, _______________________________, notary public, Date Name and Title of the Officer
personally appeared
Name of Signer(s)
who proved to me on the basis of satisfactory evidence to be the person(s) whose name(s) is (are) subscribed to the within instrument and acknowledged to me that he/she /they executed the same in his/her/their authorized capacity(ies), and that by his/her/ signature(s) on the instrument the person(s), or the entity upon behalf of which the person(s) acted, executed the instrument.

I certify under PENALTY OF PERJURY under the laws of the State of California that the foregoing paragraph is true and correct.

WITNESS my hand and official seal.

Signature _____________________________
Signature of Notary Public Place Notary Seal Above
State of California }
County of San Luis Obispo }
On _____________ , before me, _______________________________, notary public, Date Name and Title of the Officer
Personally appeared
Name of Signer(s)
who proved to me on the basis of satisfactory evidence to be the person(s) whose name(s) is (are) subscribed to the within instrument and acknowledged to me that he/she /they executed the same in his/her/their authorized capacity(ies), and that by his/her/ signature(s) on the instrument the person(s), or the entity upon behalf of which the person(s) acted, executed the instrument.

I certify under PENALTY OF PERJURY under the laws of the State of California that the foregoing paragraph is true and correct.

WITNESS my hand and official seal.

Signature _____________________________
Signature of Notary Public Place Notary Seal Above
A Notary Public or other officer completing this certificate verifies only the identity of the individual who signed the document to which this certificate is attached, and not the truthfulness, accuracy, or validity of that document.

A Notary Public or other officer completing this certificate verifies only the identity of the individual who signed the document to which this certificate is attached and not the truthfulness, accuracy, or validity of that document.

Item 5d
Department: Human Resources
Cost Center: 3001
For Agenda of: 8/20/2024
Placement: Consent
Estimated Time: N/A
FROM: Nickole Domini, Human Resources Director
Prepared By: Jeff Andrews, Senior Human Resources Analyst SUBJECT: APPROVE A SIDE LETTER REGARDING PARAMEDIC INCENTIVE PAY TO THE JANUARY 1, 2024 THROUGH JUNE 30 2027, MEMORANDUM

OF UNDERSTANDING BETWEEN THE CITY OF SAN LUIS OBISPO AND THE INTERNATIONAL ASSOCIATION OF FIREFIGHTERS, LOCAL 3523

RECOMMENDATION
Adopt a Draft Resolution entitled, “A Resolution of the City Council of the City of San Luis Obispo, California, approving a Side Letter to the January 1, 2024 through June 30, 2027 Memorandum of Understanding between the City of San Luis Obispo and The International Association of Firefighters, Local 3523.”

POLICY CONTEXT
The Side Letter Agreement of the International Association of Firefighters, Local 3523 Memorandum of Understanding (MOU) is in alignment with Council adopted Compensation Philosophy and Labor Relations Objectives, and complies with the California Code of Regulations (CCR), 2 CCR 571(b).

DISCUSSION
Background
Before the City and The International Association of Firefighters, Local 3523 ("Fire"), reached a tentative agreement for the successor 2024-2027 Fire MOU, which was later adopted and ratified by the Council on December 5, 20231, staff sought clarification from the California Public Employees' Retirement System (CalPERS) about whether certain special pay incentives were reportable as special compensation for inclusion in pension benefits. Specifically, the City requested clarification regarding whether Paramedic Field Training Officer premium, a new special pay that was incorporated into the 2024-27 Fire MOU, was reportable for inclusion in pension benefits. CalPERS took over six months to complete their review due to staffing challenges and constraints. During their review, CalPERS identified a potential compliance concern for Paramedic Incentive Pay and required minor language changes to the Paramedic Field Training Officer premium Article.

1 Resolution No. 11461 (2023 Series)

Item 5d
CalPERS indicated that for the Paramedic Incentive Pay to remain reportable, as it has been for several decades, it must be available to each employee that possesses a paramedic certificate. The language in the existing 2024-2027 Fire MOU requires individuals to be assigned paramedic duties by the Fire Chief or designee. The City’s practice had been to provide Paramedic Incentive Pay to all Firefighters, Fire Engineers, and Fire Captains who maintained the paramedic certification. The City agreed to make modifications to the language to conform to the City’s practices and to eliminate CalPERS’ concerns. The City submitted revised language to CalPERS, which CalPERS approved.

This revised language is reflected in Attachment A.

The City also made minor changes to the Paramedic Field Training Officer premium to make certain clarifications requested by CalPERS to ensure that the item was reportable.

The City made changes to confirm that the assignment must be routine and consistent and that there was a process for selecting field training officers. CalPERS also approved the language for Paramedic Field Training Officer premium.

Under applicable statutes and regulations, the City Council must approve the labor agreement containing any item of special compensation reported to CalPERS. Based on this requirement, City staff prepared a Side Letter Agreement with the revised language for paramedic field training officer and the paramedic pay incentive for Council review and approval. The City fulfilled its meet and confer obligations with Fire’s labor representatives. All parties have agreed to the language and have signed the attached Side Letter Agreement, subject to Council approval.

Previous Council or Advisory Body Action
The City Council adopted the 2024-27 Fire MOU on December 5, 2023.

Public Engagement
This report is on the consent agenda for August 20, 2024. The agenda and report will be posted seven days in advance of the meeting, and the public will have an opportunity to provide feedback during public comment in advance of the Council voting on the consent agenda.

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: 2023-24 and ongoing
Funding Identified: Yes

Item 5d
Fiscal Analysis:

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

Total $0 $0
There is no fiscal impact to approving this Side Letter Agreement. The City has reported the Paramedic Field Training Officer premium as special compensation to CalPERS since the adoption of the 2024-27 Fire MOU, and has reported the Paramedic Incentive Pay as special compensation to CalPERS for several decades.

ALTERNATIVES
Do not approve the Side Letter Agreement, and direct staff to return to the bargaining table with Fire. This alternative is not recommended as the Side Letter follows applicable statues and regulations and aligns with the City’s current practice.

ATTACHMENTS
A - Draft Resolution approving a Side Letter to the January 1, 2024 through June 30, 2027 Memorandum of Understanding between the City of San Luis Obispo and The International Association of Firefighters, Local 3523
B - Exhibit A to Draft Resolution - Side Letter Agreement

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RESOLUTION NO. _____ (2024 SERIES)

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

OBISPO, CALIFORNIA, APPROVING A SIDE LETTER TO THE
JANUARY 1, 2024 THROUGH JUNE 30, 2027 MEMORANDUM OF

UNDERSTANDING BETWEEN THE CITY OF SAN LUIS OBISPO AND

THE INTERNATIONAL ASSOCIATION OF FIREFIGHTERS, LOCAL
3523
WHEREAS, on December 5, 2023 the City Council adopted Resolution #11461 (2023 Series) ratifying the 2024-2027 Memorandum of Understanding between the City of San Luis Obispo and The International Association of Firefighters, Local 3523 (Fire); and
WHEREAS, while the City was in the process of negotiating the 2024-2027 Fire MOU, staff requested clarification from the California Public Employees’ Retirement System (“CalPERS”) regarding whether certain special pay incentives were reportable to CalPERS as special compensation for the purposes of inclusion in pension benefits; and WHEREAS, as part of the CalPERS review, the City was required to make modifications via a Side Letter approved by the City Council to clarify the City’s existing practices for paramedic field training officer and the paramedic pay incentive to conform with CalPERS statutes and regulations.

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

SECTION 1. The Side Letter to the Memorandum of Understanding between the City of San Luis Obispo and The International Association of Firefighters, Local 3523, attached hereto as “Exhibit A” and incorporated herein by this reference, is hereby approved by the Council. All other terms and conditions of the Memorandum of Understanding remain as previously approved on December 5, 2023.

SECTION 2. The City Clerk shall file and furnish a copy of the resolution to Patrick Larsen, The International Association of Firefighters, Local 3523, and Nickole Domini, Director of Human Resources.

Resolution No. _____ (2024 Series) Page 2
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SECTION 3. Amendments to compensation for The International Association of Firefighters, Local 3523 do not constitute a “Project” under CEQA Guidelines Sec. 15378.

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 _______________ 2024. ___________________________
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

SIDE LETTER TO THE JANUARY 1, 2024 – JUNE 30, 2027 MEMORANDUM OF

UNDERSTANDING BETWEEN THE CITY OF SAN LUIS OBISPO AND THE INTERNATIONAL ASSOCIATION OF FIREFIGHTERS, LOCAL 3523
The City of San Luis Obispo (hereinafter the “City”) and the International Association of Firefighters, Local 3523 (hereinafter the “Union”), jointly referred to as the “Parties”, agree to the listed terms and conditions of this Side Letter. Except as modified by this Side Letter, all existing terms and conditions of the Memorandum of Understanding (MOU) shall remain unchanged.

Article 8 – Promotional Opportunities shall be modified as follows:

Announcements for promotional opportunities for members of the Union will list testing and scoring processes that will be followed. Once defined, testing, and scoring processes will not be modified.

There will be no banding on promotional exams and, if a candidate is by-passed during the selection process, that person will be given a written reason by the Fire Chief as to why they were by-passed. The City agrees to an opener to discuss the promotional process if the Fire Chief goes below the top three (3) candidates in making their selection on promotional exams two (2) or more times during the term of this MOU.

In accordance with Section 2.36.240 A4 of the City’s Personnel Rules and Regulations, “When an employee is promoted, the employee shall be paid at the first step in the salary range for the new positions whose salary is at least five (5%) percent above the last step held in the former position.” When promoting to Fire Engineer or Fire Captain, the last step held will be defined as step pay only, exclusive of any incentive (including Paramedic pay for a Firefighter) or overtime pay unless the employee is no longer eligible for such incentive upon promotion (e.g., Paramedic Coordinator). In the event of a promotion to Fire Captain, where the Fire Department exceeds the specified minimum number of Paramedics as outlined in Article 50 – Staffing, and there is no operational requirement for the promoted employee to retain their Paramedic status as determined by the Fire Chief or designee, thus discontinuing their eligibility for Paramedic Incentive Pay, the City shall factor the Paramedic Incentive Pay into the salary determination for the promotion.

Step placement upon promotion for Fire Battalion Chief is primarily based on applicable education and experience. Education and experience will be first applied to meet the minimum requirements per the current job description. Education and/or experience in excess of that needed to meet minimums will be applied as follows:
 Two years of experience as a SLO City Fire Captain equates to one step.  Two years of education equates to one step.

Once initial step placement is proposed, a pay analysis will be conducted to ensure step placement is above Fire Captain gross pay. The calculation will be as follows:
 Fire Captain gross pay includes base pay, regularly scheduled FLSA pay, and the following incentives: Paramedic Coordinator Incentive, Paramedic Field Training Officer Incentive, Paramedic Incentive, Station 1 Captain Incentive, and USAR incentive.  Fire Battalion Chief proposed step is based on education and experience plus eligible incentives.
 If Fire Battalion Chief proposed step is more than Fire Captain gross pay; then Battalion Chief step placement is appropriate.

Docusign Envelope ID: 4D87DAD7-257E-4074-8D9A-E6FB1036180E

SIDE LETTER TO THE JANUARY 1, 2024 – JUNE 30, 2027 MEMORANDUM OF

UNDERSTANDING BETWEEN THE CITY OF SAN LUIS OBISPO AND THE INTERNATIONAL ASSOCIATION OF FIREFIGHTERS, LOCAL 3523
 If Fire Battalion Chief proposed step is less or equal to the Fire Captain gross pay; adjust to the next Fire Battalion Chief step above Fire Captain gross pay.

Article 12 – Paramedic Incentive Pay shall be modified as follows:

Firefighters, Fire Engineers, and Fire Captains may be assigned to Paramedic duties by the Fire Chief or designee. Firefighters that serve as Paramedics are moved into a salary grade that is twelve percent (12%) higher than the base Firefighter grade. Fire Engineers and Fire Captains shall qualify for a twelve percent (12%) incentive of their base rate of pay.

This pay incentive shall be effective the first full pay period following the employee’s successful completion of paramedic certification and assignment to Paramedic duties, as determined by the Fire Chief or designee.

Effective July 1, 2017, the City shall pay a twelve percent (12%) of the monthly top step Firefighter base salary, prorated to a biweekly amount, to those Firefighters, Fire Engineers, or Fire Captains who obtain and maintain a paramedic certification. This pay incentive shall be effective the first full pay period following completion of paramedic certification and assignment.

Effective July 6, 2023, the paramedic incentive shall change to be twelve percent (12%) of the employee’s base pay. The Firefighter Paramedic salary grade will be twelve percent (12%) higher than the Firefighter EMT salary grade and Fire Engineers or Fire Captains assigned to EMT Paramedic duties by the Fire Chief or designee will receive a twelve percent (12%) special pay incentive.

Effective August 29, 2024, the City shall pay a twelve percent (12%) pay incentive of the employee’s base rate of pay, prorated to a biweekly amount, to those Firefighters, Fire Engineers, or Fire Captains who obtain and maintain a paramedic certification. This pay incentive shall be effective the first full pay period following completion of paramedic certification and assignment.

Firefighters that are hired as a Firefighter/Paramedic shall be required to maintain an active Paramedic certification to maintain minimum staffing levels as outlined in the Staffing Article.

Paramedics required to recertify shall be granted four (4) hours training time per month for six (6) months prior to the recertification. Such hours shall be scheduled by the Department during the normal working day.

See Article 8 – Promotional Opportunities for guidance on when the City shall include Paramedic Incentive Pay in determining salary placement for promotion.

Article 14 – Paramedic Field Training Officer Pay shall be modified as follows:

The Department will support four (4) Paramedic Field Training Officers (FTOs). The City shall pay $150 bi-weekly to employees with an active Paramedic certification who are routinely and consistently assigned as an FTO and actively serving as a Training Officer. FTOs will be Docusign Envelope ID: 4D87DAD7-257E-4074-8D9A-E6FB1036180E

SIDE LETTER TO THE JANUARY 1, 2024 – JUNE 30, 2027 MEMORANDUM OF

UNDERSTANDING BETWEEN THE CITY OF SAN LUIS OBISPO AND THE INTERNATIONAL ASSOCIATION OF FIREFIGHTERS, LOCAL 3523
selected by the Fire Chief or designee based on letters of interest solicited and a selection process defined by department policy. FTOs Training Officers must meet the minimum qualifications and training standards established by the County coordinating agency. Employees assigned as a Training Officer by the Fire Chief or designee meeting this eligibility criteria who are routinely and consistently assigned as FTOs shall receive the incentive the first full pay period following the assignment. It is recognized that the maintenance of the FTOs Training Officer program will be subject to the department procedures for filling any Training Officer FTO vacancies.

All terms and conditions of The International Association of Firefighters, Local 3523 Memorandum of Understanding not specifically modified herein shall remain in effect for the term of the agreement as specified above.

This Side Letter shall be of no force and effect until approved by the City Council.

CITY OF SAN LUIS OBISPO THE INTERNATIONAL ASSOCIATION
OF FIREFIGHTERS, LOCAL 3523
Todd Tuggle,
Fire Chief
Howard A. Liberman,
Labor Relations Consultant
Whitney McDonald,
Interim City Manager
Patrick Larsen,
Local 3523 President
Nickole Domini,
Human Resources Director
Jimmy Witt,
Local 3523 Vice President
Docusign Envelope ID: 4D87DAD7-257E-4074-8D9A-E6FB1036180E 7/10/2024 | 8:53 AM PDT
7/10/2024 | 11:33 AM PDT
7/10/2024 | 9:26 PM PDT
7/16/2024 | 2:59 PM PDT
7/17/2024 | 6:26 PM PDT
7/17/2024 | 7:17 PM PDT

City of San Luis Obispo, Council Memorandum
City of San Luis Obispo
Council Agenda Correspondence
DATE: August 20, 2024
TO: Mayor and Council
FROM: Matt Horn, Public Works Director
Prepared By: Erica Long, Capital Projects Manager II
VIA: Whitney McDonald, City Manager
SUBJECT: ITEM 5e – AUTHORIZATION TO AWARD A CONSTRUCTION

CONTRACT FOR THE LAGUNA LAKE DOG PARK REVITALIZATION
PROJECT, SPECIFICATION NUMBER 2001068
In support of the Council Agenda Report for the Laguna Lake Dog Park Revitalization project, staff is providing additional clarification regarding the design and bid items in response to questions received, shown in italics.

1. How is the site being treated for initial weed abatement? Preemergent will be applied to ground cover and mulch areas in accordance with the City Standards. The Contractor will be placing 3-inches of mulch as required by the project plans. Landscaping maintenance and plant establishment will be the responsibility of the Contractor for three months following work completion, at which time maintenance responsibilities will transfer to City Parks Maintenance staff. Landscape maintenance will include weed abatement activities.

2. How long will the project take? Can the project be phased so that dogs can continue to use a portion of the park?
The project contract duration is 5 months from the start of construction, not including unanticipated weather delays. Construction staging is not a part of the contract, and the dog park will be closed until the construction is complete. Staff do not believe construction of the project can be efficiently phased to allow concurrent use of the park because many elements affect the entire 3-acre dog park (such as grading, ADA pathways, irrigation, and landscaping), and the contractor will need to operate across the entire site during construction.

Furthermore, a phased approach would require Council to reject and readvertise the project with phasing included in the contract. This would further delay implementation of the project and likely result in higher costs as it would extend the total duration of work at the site from 5 months to likely 10 months (if the project were split into two construction phases).

Item 5e. Award Construction Contract for Laguna Lake Dog Park Revitalization Project Page 2

3. Why does the design propose to further flatten the site grading? Could the design be modified to reduce this cost?
The proposed site grading provides a level and ADA accessible connection from the ADA parking areas, through the entrance plaza area, and to the turf play areas. ADA access is also provided to the existing restroom building. The turf play areas have been leveled by increasing the slope in the buffer landscaping between the play areas. The existing contours in the open space areas have been smoothed to create a more inviting and functional natural landscape. In general, the proposed grading follows existing contouring and preserves historic drainage patterns across the site. The cost of grading and import is roughly 17% of the total cost of construction and staff believe this accurately reflects the value of grading work to the overall site improvements.

4. Could the irrigation/grass and concrete entry design be modified? The layout of the site including sizing of the grass area was formulated from community and Parks and Recreation Commission feedback. The grass area was reduced in size to minimize overall cost and maintenance while maximizing this desirable feature. The landscaping of the dog park site, including grass areas, will utilize a recycled water connection that already exists at Laguna Lake Park, reducing an additional strain on potable water resources. It is not recommended to defer grass installation, as this would result in an additional cost of bark mulch ground cover in these areas, as well as future cost of removal of bark mulch to support eventual turf installation.

Staff initially considered using pavers at the park entrance, but pavers frequently experience differential settlement. This problem could be exacerbated by the shrink and swell of the clay subsoils at Laguna Lake, increasing the ongoing maintenance of shifting pavers, which also creates a potential for tripping hazards.

Staff opted to design the entrance using reinforced concrete, which does not see this issue. However, Council might decide to have staff explore this option further.

This would necessitate a new outreach effort, additional staff time, and volunteers, potentially delaying construction and leading to future ADA compliance issues. If Council would like to pursue memorial pavers, staff recommends that this be implemented in a separate area and in an area that would have less pedestrian use. For instance, pavers could be used as a decorative border against the concrete ADA pathways, and easily installed over time by volunteers.

Item 5e. Award Construction Contract for Laguna Lake Dog Park Revitalization Project Page 3

5. Would the City consider breaking the project into several pieces or acquiring outside assistance to construct and implement elements of the dog park? Staff would like to clarify the use of external resources, including individuals, nonprofit groups and service organizations. During the design phase, elements suitable for volunteer work and fundraising were deferred. The remaining elements included in the project recommended for Council award require a licensed contractor to ensure compliance with state codes, standards, and safety, reducing liability and ensuring quality construction.

Amenities like picnic tables, benches, trash receptacles, dog bag dispensers, and pet rinsing stations will be reused or provided post-construction. Parks and Recreation is engaging with service organizations for support after construction.

This includes potential for fundraising, donations, and service projects for amenities not requiring a contractor license.

Both irrigation and landscaping are part of Alternate A, and irrigation must be installed for any landscaping to occur. Council could approve awarding the base bid only and components of landscaping could be phased in through volunteer tree planting and hand watering; however, irrigation would be necessary for a fully landscaped dog park as shown on the project plans. If Alternate B is not awarded, shade sails will be phased in, potentially funded through fundraising and readvertised. Shade sails would require installation by a licensed contractor subject to public bidding and contracting requirements.

6. What Laguna Lake Dog Park Revitalization project funds are restricted park funds vs. unrestricted?
To help clarify the funding section within the staff report, the funds that were approved at the April 2nd Council meeting are reflected in the report. On April 2nd, when the Council authorized staff to advertise the project for construction bids, Council directed staff to use the Laguna Lake Improvements account 2000057-01 as the primary source of funding, providing $1,039,290 in Parkland In-Lieu Funds (Quimby) from the San Luis Ranch Development fees. The 2000057-1 funding would be considered “restricted funds”. The additional funding comes from the remaining funding in the Blueprint account 2000526, which comprised of $279,393 in Capital Outlay and $50,000 in Parkland In-Lieu Funds (Quimby) which both are considered “unrestricted funds”. These funding sources have been transferred to the account 2001068 specifically for construction of the Laguna Lake Dog Park Revitalization Project.

Staff have included in the report a recommendation to utilize additional funds (restricted) from the 2000057-1 account (Laguna Lake Improvements) of $485,000 for the Base Bid and Alternate A.

In summary, if Council awards the project as recommended by staff, $1,524,290 will come from restricted funding, and $329,393 will come from unrestricted funds.

Item 5e. Award Construction Contract for Laguna Lake Dog Park Revitalization Project Page 4

7. Should the Laguna Lake Dog Park Project be awarded as bid, even though only one bid was received?
Despite receiving only one bid, staff believes it offers the best value, with work divided into a base and two alternatives to provide options. Deferring work could increase design and construction costs and delay completion. Previous Park projects, such as North Broad Neighborhood Park and Cheng Park, also faced higher-than-estimated bids due to limited contractor availability.

Dog owners can walk their dogs on a leash, visit the Olde Port dog beach in Avila Beach, El Chorro Regional Park dog park (across from Cuesta Community College), or use other nearby dog parks in the county while the off-leash dog area is closed for construction. This underscores the project's importance to the community in providing a legal, fenced-in formal dog park in the City.

Item 5e
Department: Public Works
Cost Center: 9501
For Agenda of: 8/20/2024
Placement: Consent
Estimated Time: N/A
FROM: Matt Horn, Public Works Director
Prepared By: Erica Long, Capital Projects Manager II
SUBJECT: AWARD A CONSTRUCTION CONTRACT FOR THE LAGUNA LAKE DOG PARK REVITALIZATION PROJECT, SPECIFICATION NUMBER 2001068

RECOMMENDATION

1. Award a Construction Contract to R. Burke Corporation for the Laguna Lake Dog Park Revitalization Project, Base Bid and Additive Alternate A, in the amount of $1,560,191.30; and

2. Approve a budget transfer of $485,000 from the Laguna Lake Park Improvements project account (2000057-01) to the Laguna Lake Dog Park Revitalization project account (2001068); and

3. Authorize City Engineer to approve Contract Change Orders up to the available project budget.

POLICY CONTEXT
On July 6, 2021, City Council approved the Parks and Recreation Blueprint for the Future 2021-2041: Parks and Recreation Plan and General Plan, a plan to guide the development of parks, facilities, and programs in the City through 2041. The Blueprint identified dog parks as a high priority amenity within the City of San Luis Obispo.

On April 2, 2024, City Council authorized staff to advertise for bids for the Laguna Lake Dog Park Revitalization project. Award of the project contract requires approval by Council if the construction contract is higher than the Publicly Disclosed Funding amount approved by Council.

DISCUSSION
The existing Laguna Lake Off-Leash Dog Area was created over 25 years ago within Laguna Lake Park. The existing off-leash area is approximately three acres and comprises of one large area that supports both large and small dogs, parking spaces, a restroom, and a fence that separates the off-leash dog area from the parking lot.

Since creation, the off-leash dog park area at Laguna Lake has lost over a dozen trees to disease and drought. There is a lack of irrigation to sustain the trees and turf areas, and only one water spigot that serves both dogs and people.

Item 5e
The existing soil conditions of the off-leash dog area is comprised of clay soils and construction rubble which has created uneven terrain, and a majority of the off-leash dog area becomes wet and swampy in the winter or dries out with severe cracks due to the clay soil in warmer months. The concrete pads for seating benches have settled and cracked due to soil conditions.

The proposed project will correct the uneven ground, provide better hydration facilities, completely fence the off-leash dog area creating a safe and secure formal dog park. The project scope includes removing over a dozen tree stumps, several old and cracking concrete pads, and regrading of the area to address marshy and unsafe conditions. The project will construct new safety features including a full perimeter fence around the 3- acre area with separate dog areas for small and large sized dogs and double-gated entries into each dog area. Additional site amenities include drinking fountains with dog bowls, ADA compliant concrete pathways, and additional seating areas.

On April 2, 2024, City Council authorized the invitation of bids for the Laguna Lake Dog Park Revitalization project. On July 2, 2024, a bid opening was held, where only one bid was received (Attachment A). The bid, submitted by R. Burke Corporation, totaled $2,022,791.30. The base bid was $1,166,392.60, Additive Alternative “A” (landscaping) was $393,798.70, and Additive Alternative "B” (shade sails) was $462,600.00. Staff is recommending the award of the base bid and Additive Alternative “A” only.

Table 1: Bid results for bid opening on July 2, 2024.

Engineer’s Estimate R. Burke Corporation
Base Bid $850,000 $1,166,392.60
Additive Alternative “A” $230,000 $393,798.70
Additive Alternative "B” $50,000 $462,600.00
Total $1,130,000 $2,022,791.30
The high bid price may be due to the overall increase in construction costs and a lack of competitive bids, resulting from the high demand for a limited pool of qualified contractors from nearby communities. This is a consistent trend seen among recently bid park improvement projects. The City adhered the public advertising process and reached out to numerous contractors to inform them of the opportunity to bid on this project. All interested contractors were given a month to submit bids by the due date as posted on the City’s project advertising software. Given the single bid received and the limited response to staff outreach, staff does not anticipate receiving more competitive bids if the project were to readvertisement.

Staff is not recommending award of Additive Alternate B (shade sails) due to the bid price coming in significantly higher than the engineer’s estimate for that project component.

Staff recommend deferring that component of the project to a future phase. By doing so, more competitive bids may be received resulting in a lower cost when that phase is proposed for construction. Furthermore, the project design does not preclude installation of shade sails at a future date.

Item 5e
Previous Council or Advisory Body Action
On June 1, 2021, Council approved the 2021-23 Financial Plan and the Parks and Recreation General Plan Implementation Project, allocating funding for prioritized amenity upgrades. On July 6, 2021, Council approved the Parks and Recreation Blueprint for the Future: 2021-2041. In January 2023, the Parks and Recreation Commission (PRC) reviewed and provided direction to staff on two conceptual layouts for the Laguna Lake Dog Park. In February 2023, the PRC reviewed and provided additional direction to staff on the final conceptual layout for the Laguna Lake Dog Park.

In March 2023, the City received the 50% plans, specifications and estimate for a $2,000,000 project. City staff directed the consultant to make updates to reduce the cost of the project. In September 2023, staff presented the updated project to the PRC, resulting in the PRC advising staff to fund the full project based on community feedback and as a key priority from the Blueprint. On April 2, 2024, City Council approved authorization to advertise the project.

Public Engagement
City staff conducted an in-person feedback session at the Laguna Lake Park in May 2022, as well as promoted an online survey in June 2022 to receive community input on the project components for the design, and received over 650 responses. The results of the survey were posted on the Parks and Recreation Current Projects webpage. Conceptual layouts were presented to the PRC in January and February 2023, to gain feedback from both community members and the PRC on the project design with a final presentation in September 2023 regarding the anticipated project costs.

CONCURRENCE
There is concurrence from the Community Development Department through the review and approval of the project for building permit issuance. This project also has concurrence from the Parks and Recreation Department as they have reviewed the project throughout the design process. There is also concurrence from the PRC on the importance of this project in supporting the community needs.

The recommendations of this staff report have the concurrence of Public Works and Parks and Recreation Departments.

ENVIRONMENTAL REVIEW
The project is exempt from environmental review under Section 15303 Class 3 (new construction or conversion of small structures) of the California Environmental Quality Act (CEQA) Guidelines. This project consists of work within the existing limits of the off-leash dog area to construct small structures including fencing in of the off-leash dog area creating a small dog area and large dog area, hydration station, seating, and ground improvements. The project is consistent with the applicable general plan policies as well with applicable City Regulations. A Notice of Exemption has been filed with the Community Development Department.

Item 5e

FISCAL IMPACT
Budgeted: Yes Budget Year: 2024-25
Funding Identified: Yes
Fiscal Analysis:

Laguna Lake Dog Park, Specification No. 2001068
Base Construction Bid $1,166,392.60
Additive Alternative A $393,798.70
Total $1,560,191.30
Contingencies (15%) $234,028.70
Total Construction Estimate $1,794,220.00
Materials Testing: $10,000.00
Construction Consultant Support $24,000.00
Printing: $2,268.00
Total Project Cost $1,830,488.00
Current Project Balance: $1,345,488.00
Transfer from the Laguna Lake Improvements
(San Luis Ranch Development Agreement)
Account 2000057-01
$485,000.00
Total Recommended Funding $1,830,488.00
The current available project budget is $1,345,488, which includes $256,198 of Capital Outlay and $1,089,290 of Parkland In-Lieu (Quimby) Funds.

To award the contract, staff is requesting a transfer of an additional $485,000 from the Laguna Lake Improvements account (2000057-01) to fund the project, including costs of construction, contingencies, materials testing, design support, and printing. These funds are from San Luis Ranch Development Project Fee contributions to the Parkland In-Lieu (Quimby fee) Fund that can only be used specifically for parks projects at the Laguna Lake Park.

Funding Sources
Total
Budget
Available
Current
Funding
Request
Remaining
Balance
Annual
Ongoing
Cost
General Fund: Capital Outlay Fund:

Account 2001068
$256,198 $0 $0 N/A
Other: Parkland In-Lieu (Quimby) Fund:

Account 2001068
$1,089,290 $0 $0 N/A
*Other: Parkland In-Lieu Fund (Quimby -
San Luis Ranch Development
Agreement): Account 2000057-01
$657,541 $485,000 $172,541 N/A
Total $2,003,029 $485,000 $172,541 N/A
*These funds can only be spent at Laguna Lake Park as required by the payments made as part of the San Luis Ranch Development Agreement.

Item 5e

ALTERNATIVES

1. Deny the award of the construction contract. Council may choose not to award the contract at this time, reject all bids, and defer the project for readvertisement. Staff does not recommend this option, as the park rehabilitation was identified as a nearterm project in the Council-approved Parks and Recreation Blueprint for the Future.

This option risks project costs rising, and the City could potentially receive bids higher than the above bid from R. Burke Corporation.

2. Find another source of funding. Council may choose to appropriate funds from a different source such as CIP Reserve instead of using the Parkland In-Lieu (Quimby) Funds. The current CIP Reserve balance is $3,010,000 and is anticipated to be used towards overages on CIP projects moving into construction this fiscal year, such as the Mid-Higuera Bypass project. Staff does not recommend this option, as the Parkland In-Leu (Quimby) Funds identified to fund this award are from San Luis Ranch Development Agreement contributions and can only be spent on projects at Laguna Lake Park. Using funds from the CIP Reserve would impact other CIP projects, including upcoming parks projects that are not eligible for these Parkland In-Leu (Quimby) Funds.

3. Defer award and redesign the project. Council could choose not to award this construction contract and instead pay for a new design, which could include reducing the size of the dog areas, pathways, and landscaping. This revised project would then be brought back to the Parks and Recreation Commission for review. This option would significantly delay the project construction and risk further increases in construction and design costs.

4. Award the base bid, additive alternate A and B. Council may choose to award the full project including the base and both alternatives A and B using the remainder of the Laguna Lake Improvements account 2000057-01 and $360,000 of Capital Projects Reserve Funds. Staff does not recommend awarding Additive Alternate B (shade sails) because the bid price significantly exceeds the engineer’s estimate for this component. Instead, staff suggests deferring this part of the project to a future phase. This approach may attract more competitive bids, potentially lowering the cost.

Additionally, the current project design allows for the installation of shade sails later.

5. Award the base bid only. Council may choose to only award the base bid and defer alternative A and B to a future phase of the project. This would lower the request from the Laguna Lake Improvements account 2000057-01 from $485,000 to $33,000. Staff does not recommend this the option as additive alternate A provides landscaping and irrigation to the dog park which is vital to create an enjoyable space for the community as well as providing the necessary irrigation system to water the proposed 38 trees and turf. Without awarding additive alternate A, the landscaping will consist of six new trees and ground covering of wood bark mulch. The community is also strongly supportive of the futures that will be installed with additive alternate A. Staff concur with not awarding additive alternate B.

ATTACHMENTS
A - 2001068 Bid Results
B - Draft Construction Contract with R. Burke Corporation

Bid Opening: 07/2/2024
Item # Item Description Unit of Measure Estimated Quanity Item price Total 1 CONSTRUCTION SURVEY LS 1 --- $15,000.00
2 WATER POLLUTION / EROSION CONTROL LS 1 --- $60,000.00 3 REMOVE BENCHES & CONCRETE PADS LS 1 --- $6,000.00
4 REMOVE WOOD INFORMATION KIOSK EA 1 $400.00 $400.00
5 REMOVE 3' HIGH CMU WALL LF 75 $35.00 $2,625.00
6 REMOVE 4' HIGH CHAIN LINK FENCE LS 1 --- $5,000.00
7 RELOCATE TRASH RECEPTACLES LS 1 --- $400.00
8 RELOCATE EXISTING BOULDERS LS 1 --- $6,000.00
9 REMOVE WATER FOUNTAIN EA 3 $700.00 $2,100.00
10 REMOVE WHEEL STOP EA 10 $100.00 $1,000.00
11 REMOVE EXISTING SIGN EA 3 $170.00 $510.00
12 REMOVE & DISPOSE HMA PAVEMENT AND
BASE LS 1 --- $7,000.00
13 REMOVE 24"X24" STORM DRAIN INLET EA 1 $800.00 $800.00 14 REMOVE 12" STORM DRAIN PIPE LS 1 --- $2,700.00
15 REMOVE 18" TRENCH DRAIN LS 1 --- $3,500.00
16 REMOVE LOG BARRIERS (RETURN TO CITY) LS 1 --- $5,500.00 17 EARTHWORK CY 2190 $90.00 $197,100.00
18 IMPORT MATERIAL CY 470 $135.00 $63,450.00
19 CRUSHED PEA GRAVEL (2" LAYER) SQFT 11953 $2.20 $26,296.60 20 6" CONCRETE EDGING LF 1375 $28.00 $38,500.00
21 8" CONCRETE CURB LF 100 $90.00 $9,000.00
22 NEW CONCRETE WHEEL STOPS EA 6 $300.00 $1,800.00
23 CONCRETE CURB AND GUTTER LF 90 $100.00 $9,000.00
24 CONCRETE TRANSITION RAMP SQFT 100 $37.00 $3,700.00
25 CONCRETE FLATWORK (SIDEWALK) SQFT 10250 $28.00 $287,000.00 26 REMOVE TREE & GRIND STUMP EA 2 $5,000.00 $10,000.00
27 GRIND TREE STUMP EA 14 $800.00 $11,200.00
28 WOOD BARK MULCH (3" LAYER) CY 678 $109.00 $73,902.00 29 ROOT BARRIER LF 100 $23.00 $2,300.00
30 IRRIGATION - SLEEVING LF 143 $41.00 $5,863.00
31 HMA PAVEMENT (6") SQFT 998 $17.00 $16,966.00
32 DETECTABLE WARNING SURFACE SQFT 220 $60.00 $13,200.00 33 CLEARING AND GRUBBING LS 1 --- $20,000.00
34 1" PVC WATER LATERAL LF 84 $120.00 $10,080.00
35 4" PVC STORM DRAIN LF 8 $65.00 $520.00
36 12" HDPE STORM DRAIN LF 80 $80.00 $6,400.00
37 TRENCH DRAIN WITH CONCRETE
ENCASEMENT LF 45 $500.00 $22,500.00
38 CURB INLET EA 1 $13,000.00 $13,000.00
39 4' CHAIN LINK FENCE LF 2117 $40.00 $84,680.00
40 DOG PARK ENTRY GATE (TWO GATES PER
ENTRY) EA 6 $5,700.00 $34,200.00
41 CHAIN LINK MAINTENANCE GATE (2 LEAVES
EACH GATE) EA 3 $3,500.00 $10,500.00
42 INSTALL NEW LOG BARRIER LS 1 --- $5,000.00
43 ADA SIGNS AND POLES EA 3 $500.00 $1,500.00
44 REMOVE PAVEMENT MARKINGS LS 1 --- $1,100.00
45 PAVEMENT MARKINGS LS 1 --- $5,000.00
46 DRINKING FOUNTAIN WITH DOG WATER
BOWL EA 3 $8,600.00 $25,800.00
47 RELOCATE DOG BAG DISPENSER AND SIGNS EA 2 $150.00 $300.00 48 SWPPP LS 1 --- $11,000.00
49 UPGRADE RESTROOM FOR ADA
COMPLIANCE PER APPENDIX D LS 1 --- $10,000.00
50 INSTALL NEW CONCRETE ADA PARKING
STALL AND ACCESS AISLE PER SHEET C-3.3 LS 1 --- $17,000.00 $1,166,392.60
ADDITIVE ALTERNATIVE "A" BID ITEMS
Item # Item Description Unit of Measure Estimated Quanity Item price Total 51 TREE PLANTING – 24” BOX EA 38 $1,840.00 $69,920.00
52 15 GALLON SHRUBS EA 12 $575.00 $6,900.00
53 5 GALLON SHRUBS EA 18 $69.00 $1,242.00
54 1 GALLON SHRUBS EA 181 $40.00 $7,240.00
55 TURF LAWN SQFT 25,970 $3.20 $83,104.00
56 IRRIGATION - MAINLINE LF 1460 $23.00 $33,580.00
57 IRRIGATION - LATERAL LINE LF 4482 $13.00 $58,266.00
58 IRRIGATION - VALVES AND EQUIPMENT LS 1 --- $69,000.00 59 IRRIGATION - TURF SPRAY HEADS EA 29 $230.00 $6,670.00 60 IRRIGATION - TREE WATERING SYSTEMS EA 76 $140.00 $10,640.00 61 IRRIGATION - DRIPLINE AREA SQFT 3901 $2.30 $8,972.30 62 IRRIGATION-DRIP EMITTER AREA SQFT 2637 $1.20 $3,164.40 63 IRRIGATION - CONTROLS (CONTROLLER AND
WEATHER STATION) LS 1 --- $6,600.00
64 THREE MONTH PLANT ESTABLISHMENT
PERIOD EA MONTH 3 $9,500.00 $28,500.00
$393,798.70
ADDITIVE ALTERNATIVE "B" BID ITEMS
Item # Item Description Unit of Measure Estimated Quanity Item price Total 65 CONCRETE SHALLOW FOOTING (FOR SHADE
SAILS) EA 24 $1,900.00 $45,600.00
66 RECTANGULAR SHADE SAIL - 7' X 13' EA 4 $45,000.00 $180,000.00 67 RECTANGULAR SHADE SAIL - 14.5' X 18' EA 1 $65,000.00 $65,000.00 68 RECTANGULAR SHADE SAIL - 12.5' X 20' EA 1 $64,000.00 $64,000.00 69 SHADE SAIL - TRIANGLE EA 2 $54,000.00 $108,000.00
$462,600.00
$1,166,392.60
$393,798.70
$462,600.00
$2,022,791.30
** Total bid amount is based on item price. Per section 2-1.33A, in the case of arithmetic discrepancy between item prices and total prices, items prices prevail over total prices.

BASE BID TOTAL
ADDITIVE ALTERNATIVE "A" BID TOTAL
ADDITIVE ALTERNATIVE "B" BID TOTAL
TOTAL PROJECT BID (Base Bid + Add. Alternate A + Add. Alternate B) ADDITIVE ALTERNATIVE "A" - BID TOTAL
ADDITIVE ALTERNATIVE "B" BID TOTAL
LAGUNA LAKE DOG PARK REVITALIZATION, SPECIFICATION NO. 2001068

BASE BID TOTAL
R. Burke Corporation

APPENDIX A - FORM OF AGREEMENT
THIS AGREEMENT, made on _____________________, by and between the City of San Luis Obispo, a municipal corporation and charter city, San Luis Obispo County, California (hereinafter called the Owner) and R. Burke Corporation (hereinafter called the Contractor).

WITNESSETH:

That the Owner and the Contractor for the consideration stated herein agree as follows:

ARTICLE 1, SCOPE OF WORK: The Contractor shall perform everything required to be performed, shall provide and furnish all of the labor, materials, necessary tools, expendable equipment, and all utility and transportation services required to complete all the work of construction of
LAGUNA LAKE DOG PARK REVITALIZATION, SPEC NO. 2001068
in strict compliance with the plans and specifications therefor, including any and all Addenda, adopted by the Owner, in strict compliance with the Contract Documents hereinafter enumerated.

It is agreed that said labor, materials, tools, equipment, and services shall be furnished and said work performed and completed under the direction and supervision and subject to the approval of the Owner or its authorized representatives.

ARTICLE II, CONTRACT PRICE: The Owner shall pay the Contractor as full consideration for the faithful performance of this Contract, subject to any additions or deductions as provided in the Contract Documents, the contract prices as follows:

Base Bid
Item Item Unit of Estimated Item Price Total
No. SS(1) Description Measure Quantity (in figures) (in figures) 1 5 CONSTRUCTION SURVEY LS 1 --- $15,000.00
2 13 WATER POLLUTION /
EROSION CONTROL LS 1 --- $60,000.00
3 15 REMOVE BENCHES &
CONCRETE PADS LS 1 --- $6,000.00
4 15 REMOVE WOOD
INFORMATION KIOSK EA 1 $400.00 $400.00
5 15 REMOVE 3' HIGH CMU WALL LF 75 $35.00 $2,625.00
6 15 REMOVE 4' HIGH CHAIN LINK
FENCE LS 1 --- $5,000.00
7 15 RELOCATE TRASH
RECEPTACLES LS 1 --- $400.00
8 15 RELOCATE EXISTING
BOULDERS LS 1 --- $6,000.00
9 15 REMOVE WATER FOUNTAIN EA 3 $700.00 $2,100.00
Docusign Envelope ID: D8119598-239A-47E5-A198-D6FF56BDD83D

Base Bid
Item Item Unit of Estimated Item Price Total
No. SS(1) Description Measure Quantity (in figures) (in figures) 10 15 REMOVE WHEEL STOP EA 10 $100.00 $1,000.00
11 15 REMOVE EXISTING SIGN EA 3 $170.00 $510.00
12 15, 19 REMOVE & DISPOSE HMA
PAVEMENT AND BASE LS 1 --- $7,000.00
13 15, 71 REMOVE 24"X24" STORM
DRAIN INLET EA 1 $800.00 $800.00
14 15, 71 REMOVE 12" STORM DRAIN
PIPE LS 1 --- $2,700.00
15 15, 71 REMOVE 18" TRENCH DRAIN LS 1 --- $3,500.00
16 19 REMOVE LOG BARRIERS
(RETURN TO CITY) LS 1 --- $5,500.00
17 19 EARTHWORK CY 2190 $90.00 $197,100.00
18 19 IMPORT MATERIAL CY 470 $135.00 $63,450.00
19 19 CRUSHED PEA GRAVEL (2"
LAYER) SQFT 11953 $2.20 $26,296.60
20 19,
26,
73, 90
6" CONCRETE EDGING LF 1375 $28.00 $38,500.00
21 19,
26,
73, 90
8" CONCRETE CURB LF 100 $90.00 $9,000.00
22 19,
26,
73, 90

NEW CONCRETE WHEEL
STOPS EA 6 $300.00 $1,800.00
23 19,26,
73, 90

CONCRETE CURB AND
GUTTER LF 90 $100.00 $9,000.00
24 19,26,
73, 90

CONCRETE TRANSITION
RAMP SQFT 100 $37.00 $3,700.00
25 19,
26,
73, 90

CONCRETE FLATWORK
(SIDEWALK) SQFT 10250 $28.00 $287,000.00
26 20 REMOVE TREE & GRIND
STUMP EA 2 $5,000.00 $10,000.00
27 20 GRIND TREE STUMP EA 14 $800.00 $11,200.00
28 20 WOOD BARK MULCH (3"
LAYER) CY 678 $109.00 $73,902.00
29 20 ROOT BARRIER LF 100 $23.00 $2,300.00
30 20 IRRIGATION - SLEEVING LF 143 $41.00 $5,863.00
31 39 HMA PAVEMENT (6") SQFT 998 $17.00 $16,966.00
32 73 DETECTABLE WARNING
SURFACE SQFT 220 $60.00 $13,200.00
33 77 CLEARING AND GRUBBING LS 1 --- $20,000.00
34 77 1" PVC WATER LATERAL LF 84 $120.00 $10,080.00
35 77 4" PVC STORM DRAIN LF 8 $65.00 $520.00
Docusign Envelope ID: D8119598-239A-47E5-A198-D6FF56BDD83D

Base Bid
Item Item Unit of Estimated Item Price Total
No. SS(1) Description Measure Quantity (in figures) (in figures) 36 77 12" HDPE STORM DRAIN LF 80 $80.00 $6,400.00
37 77 TRENCH DRAIN WITH
CONCRETE ENCASEMENT LF 45 $500.00 $22,500.00
38 77 CURB INLET EA 1 $13,000.00 $13,000.00
39 80 4' CHAIN LINK FENCE LF 2117 $40.00 $84,680.00
40 80 DOG PARK ENTRY GATE
(TWO GATES PER ENTRY) EA 6 $5,700.00 $34,200.00
41 80

CHAIN LINK MAINTENANCE
GATE (2 LEAVES EACH
GATE)
EA 3 $3,500.00 $10,500.00
42 80 INSTALL NEW LOG BARRIER LS 1 --- $5,000.00
43 82 ADA SIGNS AND POLES EA 3 $500.00 $1,500.00
44 84 REMOVE PAVEMENT
MARKINGS LS 1 --- $1,100.00
45 84 PAVEMENT MARKINGS LS 1 --- $5,000.00
46 99 DRINKING FOUNTAIN WITH
DOG WATER BOWL EA 3 $8,600.00 $25,800.00
47 82, 90 RELOCATE DOG BAG
DISPENSER AND SIGNS EA 2 $150.00 $300.00
48 13 SWPPP LS 1 --- $11,000.00
49 15

UPGRADE RESTROOM FOR

ADA COMPLIANCE PER

APPENDIX D
LS 1 --- $10,000.00
50 15

INSTALL NEW CONCRETE

ADA PARKING STALL AND

ACCESS AISLE PER SHEET
C-3.3
LS 1 --- $17,000.00
Base Bid Total $1,166,392.60
Additive Alternate A
Item Item Unit of Estimated Item Price Total
No. SS(1) Description Measure Quantity (in figures) (in figures) 51 20 TREE PLANTING – 24” BOX EA 38 $1,840.00 $69,920.00 52 20 15 GALLON SHRUBS EA 12 $575.00 $6,900.00
53 20 5 GALLON SHRUBS EA 18 $69.00 $1,242.00
54 20 1 GALLON SHRUBS EA 181 $40.00 $7,240.00
55 20 TURF LAWN SQFT 25,970 $3.20 $83,104.00
56 20 IRRIGATION - MAINLINE LF 1460 $23.00 $33,580.00
57 20 IRRIGATION - LATERAL LINE LF 4482 $13.00 $58,266.00 58 20 IRRIGATION - VALVES AND
EQUIPMENT LS 1 --- $69,000.00
Docusign Envelope ID: D8119598-239A-47E5-A198-D6FF56BDD83D

Additive Alternate A
Item Item Unit of Estimated Item Price Total
No. SS(1) Description Measure Quantity (in figures) (in figures) 59 20 IRRIGATION - TURF SPRAY
HEADS EA 29 $230.00 $6,670.00
60 20 IRRIGATION - TREE
WATERING SYSTEMS EA 76 $140.00 $10,640.00
61 20 IRRIGATION - DRIPLINE
AREA SQFT 3901 $2.30 $8,972.30
62 20 IRRIGATION-DRIP EMITTER
AREA SQFT 2637 $1.20 $3,164.40
63 20

IRRIGATION - CONTROLS
(CONTROLLER AND

WEATHER STATION)
LS 1 --- $6,600.00
64 20 THREE MONTH PLANT

ESTABLISHMENT PERIOD
EA
MONTH 3 $9,500.00 $28,500.00
Additive Alternate A Bid Total $393,798.70
(1) refers to section in the Standard Specifications, with modifications in the Special Provisions, that describe required work.

BID TOTAL: $1,560,191.30
Payments are to be made to the Contractor in compliance with and subject to the provisions embodied in the documents made a part of this Contract.

Should any dispute arise respecting the true value of any work omitted, or of any extra work which the Contractor may be required to do or respecting the size of any payment to the Contractor, during the performance of this Contract, said dispute shall be decided by the Owner and its decision shall be final, and conclusive.

ARTICLE III, COMPONENT PARTS OF THIS CONTRACT: The Contract consists of the following documents, all of which are as fully a part thereof as if herein set out in full, and if not attached, as if hereto attached:

1. Notice to Bidders and Information for Bidders

2. Standard Specifications and Engineering Standards

3. Special Provisions, any Addenda, Plans and Contract Change Orders

4. Caltrans Standard Specifications and Standard Plans 2015

5. Accepted Bid and Bid Bond

6. List of Subcontractors

7. Public Contract Code Sections 10285.1 Statement

8. Public Contract Code Section 10162 Questionnaire

9. Public Contract Code Section 10232 Statement

10. Labor Code Section 1725.5 Statements

11. Bidder Acknowledgements

12. Qualifications

13. Non-collusion Declaration

14. Agreement and Bonds
Docusign Envelope ID: D8119598-239A-47E5-A198-D6FF56BDD83D

15. Insurance Requirements and Forms
ARTICLE IV INDEMNIFICATION: The Contractor shall indemnify, defend with legal counsel approved by City, and hold harmless City, its officers, officials, employees and volunteers from and against all liability, loss, damage, expense, cost (including without limitation reasonable legal counsel fees, expert fees and all other costs and fees of litigation) of every nature arising out of or in connection with the Contractor’s negligence, recklessness or willful misconduct in the performance of work hereunder or its failure to comply with any of its obligations contained in this Agreement, except such loss or damage which is caused by the sole or active negligence or willful misconduct of the City. Should conflict of interest principles preclude a single legal counsel from representing both the City and the Contractor, or should the City otherwise find the Contractor’s legal counsel unacceptable, then the Contractor shall reimburse the City its costs of defense, including without limitation reasonable legal counsel fees, expert fees and all other costs and fees of litigation. The Contractor shall promptly pay any final judgment rendered against the City (and its officers, officials, employees and volunteers) with respect to claims determined by a trier of fact to have been the result of the Contractor’s negligent, reckless or wrongful performance. It is expressly understood and agreed that the foregoing provisions are intended to be as broad and inclusive as is permitted by the law of the State of California and will survive termination of this Agreement.

The Contractor obligations under this section apply regardless of whether such claim, charge, damage, demand, action, proceeding, loss, stop notice, cost, expense, judgment, civil fine or penalty, or liability was caused in part or contributed to by an Indemnitee.

However, without affecting the rights of the City under any provision of this agreement, the Contractor shall not be required to indemnify and hold harmless the City for liability attributable to the active negligence of City, provided such active negligence is determined by agreement between the parties or by the findings of a court of competent jurisdiction. In instances where the City is shown to have been actively negligent and where the City’s active negligence accounts for only a percentage of the liability involved, the obligation of the Contractor will be for that entire portion or percentage of liability not attributable to the active negligence of the City.

ARTICLE V. It is further expressly agreed by and between the parties hereto that should there be any conflict between the terms of this instrument and the bid of said Contractor, then this instrument shall control and nothing herein shall be considered as an acceptance of the said terms of said bid conflicting herewith.

IN WITNESS WHEREOF, the parties to these presents have hereunto set their hands this year and date first above written.

Docusign Envelope ID: D8119598-239A-47E5-A198-D6FF56BDD83D

ATTEST:
_______________________________
Teresa Purrington, City Clerk

CITY OF SAN LUIS OBISPO
A Municipal Corporation
___________________________________
Erica A. Stewart, Mayor
APPROVED AS TO FORM CONTRACTOR:

R. Burke Corporation
________________________________

By:________________________________
J. Christine Dietrick
City Attorney
Robert E. Burke
Its: President
(2nd signature required if Corporation):

By:________________________________
Joanne Burke
Its: Vice President/Treasurer
Docusign Envelope ID: D8119598-239A-47E5-A198-D6FF56BDD83D

Item 5f
Department: Finance
Cost Center: 2001
For Agenda of: 8/20/2024
Placement: Consent
Estimated Time: N/A
FROM: Emily Jackson, Finance Director
Prepared By: Brent Taylor – Financial Analyst, Infrastructure Finance SUBJECT: ANNUAL SPECIAL TAX LEVY REPORT FOR THE COMMUNITY FACILITIES DISTRICT NO. 2017-1 (AVILA RANCH) FOR FISCAL YEAR 2024-2025

RECOMMENDATION
Receive and file the Annual Special Tax Levy Report for the City of San Luis Obispo Community Facilities District No. 2017-1 (Avila Ranch) for Fiscal Year 2024-2025.

REPORT-IN-BRIEF
The Avila Ranch CFD Annual Tax Report (FY 2024-2025) (Attachment A) identifies all parcels of land within the boundaries of the City of San Luis Obispo Community Facilities District No. 2017-1 (Avila Ranch). The special tax attributed to each parcel was computed pursuant to the Amended Rate, Method of Apportionment, and Manner of Collection of Special Tax as approved by Council in Resolution No. 10844.

The Avila Ranch CFD Annual Tax Report (FY 2024-2025) is divided into four chapters:
(1) An Introduction, which describes the purpose of the CFD and structure of the report, (2) The Taxable Land Uses, which describes the different types of land uses within the boundaries of the CFD, (3) Annual CFD Costs, which determines the expected annual expenditures of the CFD, and (4) Assignment of the Maximum special Tax, and Special Tax levy for FY 2024 – 2025, which determines the maximum amount of special tax for each parcel and the amount of the levy to submit to the County for each parcel.

Each fiscal year, the District Administrator, Economic and Planning Systems, Inc. (EPS), calculates the maximum amount of special tax revenue that may be collected from all taxable parcels in the CFD. Since the district is currently in construction phases, the Amended Rate, Method of Apportionment, and Manner of Collection of Special Tax (RMA) specifies that the levy for each fiscal year is to be based on the total number of building permits issued as of July 1st of each year. As of July 1, 2024, the City had issued a total of 152 building permits since the start of the project, 19 for Single Family Residential units under 1,500 sq. ft. and 133 for Single Family Residential units over 1,500 sq. ft. Properties with smaller than 1500 sq. ft. are taxed at a lower amount than properties greater than 1500 sq. ft.

Item 5f
Next, the District Administrator determines the Annual Costs of the CFD. Expected Service Costs1 of the CFD for fiscal year 2024-2025 are $492,027, which includes maintenance and lighting, flood and storm protection services, police protection services, fire services, and paramedic services. There are no expected facilities costs of the CFD for fiscal year 2024-2025, however, the special tax levy will still include the maximum allowed amount of facilities costs in the amount of $49,213. Since there are not expected facilities costs for FY 2024-2025, the City will hold the revenue generated from the Infrastructure Special Tax for facilities needed in subsequent years. Likewise, any Services Special Tax Revenue not expended throughout the fiscal year will be held in the City’s Avila Ranch CFD Fund for subsequent years obligations.

By allocating 100 percent of the assigned maximum special tax for all developed parcels, the total special tax levy to be submitted to the County for the FY 2024-2025 amounts to $541,241, which is made up of $492,027 for service costs and $49,213 for facilities costs.

POLICY CONTEXT
On September 19, 2017 the City Council adopted Resolution No. 10832 certifying the Final Environmental Report for the Project and CEQA findings for the Avila Ranch project and on October 3, 2017 Ordinance No. 1639 was adopted approving the Development Agreement between the City of San Luis Obispo and Avila Ranch, LLC. The City Council agreed the Development Agreement was consistent with the objectives, policies, general land uses, and programs specified in the General Plan of the City of San Luis Obispo, and the Airport Area Specific Plan.

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

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

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

1 This is the maximum amount of Service Costs that can be collected pursuant to the RMA and is not necessarily the same as the total cost to provide these services.

Item 5f

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

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

DISCUSSION
Background
The Avila Ranch Development Agreement was approved with Ordinance No. 1639 on September 19, 2017, and provided the basis for the formation of the Avila Ranch CFD.

On October 28, 2017, the City Council, as the legislative body of the CFD, adopted Resolution No. 10844 establishing the Avila Ranch Community Facilities District No. (2017-1). On November 21, 2017, the City Council adopted Ordinance No. 1642, approving the levy of a special tax on an annual basis and solely within the boundaries of the Avila Ranch CFD.

The CFD for Avila Ranch is authorized to levy a special tax within the district to fund various municipal services and public infrastructure/ facilities within its boundaries. The special tax revenue generated by the annual levies is to be used on authorized annual costs identified in Exhibit B of the RMA. Examples of these expenses include municipal services (electricity, landscape maintenance), Public Safety (Police, Ambulance, Paramedic), authorized infrastructure/ facilities, administrative expenses, and incidental expenses.

The City has already established the necessary accounts with the County of San Luis Obispo Tax Collector to administer the special tax within the Avila Ranch CFD. All necessary documentation and information were provided to the County of San Luis Obispo Tax Collector in proper form and required timelines to bill and collect the special tax on the secured property tax roll of the County beginning in FY 2022-23. The City is currently on a teeter plan with the County of San Luis Obispo, which ensures 100% of the Special Tax Revenue levied will be provided to City regardless if the County can collect the full amount or not. Collection of delinquent special taxes is pursued only by the County and since City is entitled to the full levy amount through the teeter plan, there is no concern regarding a lack of revenue from delinquent parcels to fund the annual costs identified each year. This does not exclude the City’s right to utilize any other lawful means of billing, collecting, and enforcing the special tax, including direct billing, supplemental billing, and, when lawfully available, judicial foreclosure of the special tax lien.

Item 5f
The City of San Luis Obispo has established the Avila Ranch CFD Fund which is managed and controlled by City Finance Department. This fund was established to receive revenue from Special Taxes and for paying expenditures of the CFD. This fund is budgeted annually through the City’s Financial Plan cycle and generally follows the budget identified in the Avila Ranch CFD Annual Tax Report (FY 2024-2025) (Attachment A) being presented to Council with this item.

Previous Council or Advisory Body Action
On September 19, 2017, Council adopted Resolution No. 10832 Certifying the Final EIR for and approval of the Avila Ranch Development Plan, Airport Areas Specific Plan Amendment, General Plan Amendment, and Vesting Tentative Tract Map No. 3089.

On September 19, 2017, Council adopted Resolution No. 10833 declaring its intention to establish the Avila Ranch CFD pursuant to the Mello-Roos Community Facilities Act of 1982 and to levy a special tax.

On October 3, 2017, Council adopted Ordinance No. 1638 rezoning property at 175 Venture Drive to be consistent with the Avila Ranch Development Plan.

On October 3, 2017, Council adopted Ordinance No. 1639 approving the Development Agreement between the City of San Luis Obispo and Avila Ranch.

On October 24, 2017, Council adopted Resolution No. 10844 establishing the Avila Ranch Community Facilities District No. 2017-1, submitting the levy of a special tax, the establishment of an appropriations limit to the electors of the district and adopting an addendum to the Final EIR.

On November 7, 2017, Council adopted Resolution No. 10846 certifying the results of the October 26, 2017 special election of the district, establishing an appropriations limit for the district and making findings pursuant to section 53328 and 53328.3 of the California Government Code.

On November 21, 2017, Council adopted Ordinance No. 1642 levying a special tax against non-exempt real property within the CFD to finance certain facilities, services and incidental expenses.

On April 16, 2019, Council adopted Ordinance No. 1662 Approving a First Amendment to the Development Agreement between the City of San Luis Obispo and Avila Ranch.

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

Item 5f

CONCURRENCE
The Community Development Department, the Finance Department, the Community Services Group, and the City Attorney Office concur with the information contained in this report as presented.

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

FISCAL IMPACT
Budgeted: Yes Budget Year: 2024-2025
Funding Identified: Yes
Fiscal Analysis:

Funding
Sources
Total Budget
Available
Current
Funding
Request
Remaining
Balance
Annual
Ongoing
Cost
General Fund $0 $0 $0 $0
State
Federal
Fees
Other:

Total $0 $0 $0 $0
NOTE: There are no funding requests associated with this item. The annual report was prepared by the CFD Administrator and cost for preparation of the report was paid by Avila Ranch CFD Fund which budgets for this expense each year through the Annual Tax Report and the City’s Financial Plan cycles. The City’s budgeting of the CFD Fund follows the budget identified in the Annual Tax Report being presented to Council with this item.

Item 5f

ALTERNATIVES
Council could decide not to receive and file the Special Tax Annual Report for Avila Ranch. This is not recommended as the Annual Tax Report is provided to the public for transparency purposes since the first-year special taxes were levied. This annual report is not a requirement of the CFD under the Mello-Roos Act, however, this annual report is a requirement of Ordinance No. 1642, Section 7.

ATTACHMENTS
A - Avila Ranch CFD Annual Tax Report (FY 2024-2025)

Tax Report
Avila Ranch CFD No. 2017-1
(Services)—FY 2024-25
Prepared for:

City of San Luis Obispo
Prepared by:

Economic & Planning Systems, Inc. (EPS)
EPS #242065
June 19, 2024

Table of Contents

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

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

3. Annual CFD Costs ......................................................................... 5 Annual Costs for FY 2024-25 ................................................................ 5 Authorized Services Costs .................................................................... 5 Authorized Infrastructure Costs ............................................................. 6

4. Assignment of the Maximum Special Tax and Special Tax Levy for FY 2024-25 .................................................................................. 8 Annual Special Tax Escalation Process .................................................... 8 Assignment of the Special Tax ............................................................ 11 Assignment of Special Tax Priorities ..................................................... 11 Allocation of the Special Tax for FY 2024-25 ......................................... 11 Assignment of the Special Tax Levy to CFD Parcels ................................ 13 List of Tables
Table 1 Planned CFD Land Uses ............................................................... 4 Table 2 Annual CFD Costs—FY 2024-25 ..................................................... 7 Table 3 Annual Special Tax Escalation Calculation ....................................... 9 Table 4 Annual Services Special Tax Escalator .......................................... 10 Table 5 Proposed Annual Special Tax Levy ............................................... 12

Tax Report: Avila Ranch CFD No. 2017-1 (Services)—FY 2024-25 June 19, 2024
Economic & Planning Systems, Inc. (EPS) 1

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

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

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

These are the authorized services to be funded:

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

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

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

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

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

Tax Report: Avila Ranch CFD No. 2017-1 (Services)—FY 2024-25 June 19, 2024
Economic & Planning Systems, Inc. (EPS) 2
The authorized facilities to be funded from the levy and collection of annual special taxes include those set forth below. These are the authorized services to be funded:

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

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

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

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

The CFD was authorized to begin collecting the special tax in Fiscal Year (FY) 2018-19. FY 2024-25 will be the third year in which the special tax will be levied against taxable parcels of the CFD.

Structure of this Report
This report is divided into 4 chapters, including this introductory chapter, and includes Appendix A: Proposed Special Tax Levy for FY 2024-25.

Tax Report: Avila Ranch CFD No. 2017-1 (Services)—FY 2024-25 June 19, 2024
Economic & Planning Systems, Inc. (EPS) 3

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

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

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

As of July 1, 2024, there are a total of 152 developed parcels. Of these developed parcels, 133 have single-family residential units that are greater than or equal to 1,500 building square feet. The remaining 19 developed parcels have singlefamily residential units that are fewer than 1,500 building square feet.

Table 1
Avila Ranch CFD No. 2017-1 (Services)
Planned CFD Land Uses
Planned Developed
Land Use Category Units Parcels
Single Family Residential - ≥ 1,500 Sq. Ft. 322 133
Single Family Residential - <1,500 Sq. Ft. 76 19
Multifamily Residential - ≥ 1,500 Sq. Ft. 38 0
Multifamily Residential - < 1,500 Sq. Ft. 252 0
Affordable Multifamily Residential 32 0
Commercial Uses n/a n/a
Public and Deed Restricted Land n/a n/a
Totals 720 152
Prepared by EPS 6/18/2024 Page 76 of 411
Tax Report: Avila Ranch CFD No. 2017-1 (Services)—FY 2024-25 June 19, 2024
Economic & Planning Systems, Inc. (EPS) 5

3. Annual CFD Costs
The RMA identifies authorized costs of the CFD that can be funded through the annual levy of the special tax on taxable parcels. The amount of the annual levy is determined by the annual costs of the CFD, as established by the Administrator.

This chapter discusses annual CFD costs for FY 2024-25.

Annual Costs for FY 2024-25
The RMA defines Annual Services Costs and Annual Infrastructure Costs. Annual Services Costs are identified as:

1. Authorized Services costs for such Fiscal Year.

2. Administrative Expenses for such Fiscal Year.

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

The Annual Facilities Costs are identified as:

1. Authorized Facilities costs for such Fiscal Year.

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

Table 2 identifies the total annual costs for FY 2024-25 as $541,241. These costs are detailed below.

Authorized Services Costs
The estimated Authorized Services costs for the CFD in FY 2024-25 are $492,027.

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

Tax Report: Avila Ranch CFD No. 2017-1 (Services)—FY 2024-25 June 19, 2024
Economic & Planning Systems, Inc. (EPS) 6
The City has identified costs of $15,000 for City staff for FY 2024-25.

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

Amount Needed to Cure Delinquencies
FY 2024-25 is the first fiscal year in which the levy will occur. There are no past delinquencies in the collection of the special tax.

Total Annual Service Costs of the CFD
Total Annual Services Costs of the CFD are $492,027 for FY 2024-25.

Authorized Infrastructure Costs
The estimated Authorized Infrastructure costs for the CFD in FY 2024-25 are $49,213. This is the total amount of infrastructure special taxes to be levied for FY 2024-25.

Amount Needed to Cure Delinquencies
FY 2024-25 is the first fiscal year in which the levy will occur. There are no past delinquencies in the collection of the special tax. The County guarantees 100- percent allocation of special taxes levied through the Teeter Plan.

Total Annual Infrastructure Costs of the CFD
Total Annual Infrastructure Costs of the CFD are $49,213 for FY 2024-25. This is the total amount of infrastructure special taxes to be levied for FY 2024-25.

Table 2
Avila Ranch CFD No. 2017-1 (Services)
Annual CFD Costs - FY 2024-25
Item Amount [1]
Authorized Services Costs
Authorized Services Costs $477,027
Annual CFD Administration $15,000
Amount Needed to Cure Delinquencies $0
Total Authorized Services Costs $492,027
Authorized Infrastructure Costs
Authorized Infrastructure Costs $49,213
Amount Needed to Cure Delinquencies $0
Total Authorized Infrastructure Costs $49,213
Total CFD Costs for FY 2024-25 $541,241
[1] May not sum due to rounding.

Prepared by EPS 6/18/2024 Page 79 of 411
Tax Report: Avila Ranch CFD No. 2019-1 (Services)—FY 2024-25 June 19, 2024
Economic & Planning Systems, Inc. (EPS) 8

4. Assignment of the Maximum Special
Tax and Special Tax Levy for
FY 2024-25
Each fiscal year, the Administrator will apply the Services Special Tax Escalation Factor to the Services Special Tax to calculate the maximum amount of special tax revenue that may be collected from all taxable parcels in the CFD. First, the Administrator will increase the Services Special Tax by the Services Special Tax Escalation Factor for each tax category and will increase the Infrastructure Special Tax by the Infrastructure Special Tax Escalation Factor.

The annual assignment of the maximum special tax and determination of the special tax levy for FY 2024-25 are discussed below.

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

Table 3 shows the Services Special Tax by tax category for FY 2023-24, the escalation factor used for FY 2024-25, and the new Services Special Tax by tax category. Note that the tax escalator was 104 percent for FY 2024-25. Table 4 shows the results of the 3 indices. The Pacific West Cities, (All Urban Wage Earners and Clerical Workers) increased by an amount greater than 4 percent.

The “not-to-exceed” escalation factor of 4 percent was used as a result.

Infrastructure Special Tax Escalation Factor
The Infrastructure Special Tax Escalator is set at 2 percent annually. Table 3 shows the Infrastructure Special Tax for FY 2023-24 and the 102 percent special tax as increased for FY 2024-25.

Table 3
Avila Ranch CFD No. 2017-1 (Services)
Annual Special Tax Escalation Calculation
FY 2023-24 Escalation FY 2024-25
Land Use Special Tax Factor [1] Special Tax
Services Special Tax
Single Family Residential - ≥ 1,500 Sq. Ft. $3,247.90 104% $3,377.82 Single Family Residential - <1,500 Sq. Ft. $2,164.87 104% $2,251.46 Multifamily Residential - ≥ 1,500 Sq. Ft. $3,247.90 104% $3,377.82 Multifamily Residential - < 1,500 Sq. Ft. $2,164.87 104% $2,251.46 Affordable Multifamily Residential $1,082.43 104% $1,125.73 Infrastructure Special Tax
Single Family Residential - ≥ 1,500 Sq. Ft. $331.22 102% $337.85 Single Family Residential - <1,500 Sq. Ft. $220.82 102% $225.23 Multifamily Residential - ≥ 1,500 Sq. Ft. $331.22 102% $337.85 Multifamily Residential - < 1,500 Sq. Ft. $220.82 102% $225.23 Affordable Multifamily Residential $110.41 102% $112.62 Total Special Tax
Single Family Residential - ≥ 1,500 Sq. Ft. $3,579.13 $3,715.67 Single Family Residential - <1,500 Sq. Ft. $2,385.68 $2,476.69 Multifamily Residential - ≥ 1,500 Sq. Ft. $3,579.13 $3,715.67 Multifamily Residential - < 1,500 Sq. Ft. $2,385.68 $2,476.69 Affordable Multifamily Residential $1,192.84 $1,238.35
[1] From Table 4.

Prepared by EPS 6/18/2024 Page 81 of 411
Table 4
Avila Ranch CFD No. 2017-1 (Services)
Annual Services Special Tax Escalator
Calendar Annual
Year MCI (3) Escalation (4)
2018 3.87% 3.10% 2.63% 3.87%
2019 3.31% 2.60% 1.17% 3.31%
2020 1.72% 1.70% 1.77% 1.77%
2021 3.21% 4.90% 10.82% 4.00%
2022 4.05% 8.38% 6.69% 4.00%
2023 3.48% 4.05% 1.92% 4.00%
(1) https://data.bls.gov/timeseries/CUURS49BSA0&output_view=pct_12mths (2) https://data.bls.gov/timeseries/CWUR0490SA0&output_view=pct_12mths (3) https://www.americancityandcounty.com/municipal-cost-index/ (4) Services Special Tax Escalator is based on the highest inflator among - the three options, but now greater than 4%
CPI - U San
Francisco (1)
CPI - W Pacific
Division (2)
Prepared by EPS 6/18/2024 Page 82 of 411
Tax Report: Avila Ranch CFD No. 2017-1 (Services)—FY 2024-25 June 19, 2024
Economic & Planning Systems, Inc. (EPS) 11
Assignment of the Special Tax
Each fiscal year, the Administrator assigns the special tax to all taxable parcels in the CFD. Land use categories which correspond to the special tax categories include single-family, multifamily, and affordable housing uses.

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

Table 5 shows the Services Special Tax and Infrastructure Special Tax rates by tax category for FY 2024-25. These rates come from Table 3. Note that the special tax rates shown are not rounded.

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

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

There are a total of 152 building permits issued as of July 1, 2024. All building permits were issued for single-family uses. There were 133 building permits issued for homes greater than or equal to 1,500 building square feet, and 19 building permits for homes fewer than 1,500 building square feet.

Allocation of the Special Tax for
FY 2024-25
Table 5 shows the FY 2024-25 minimum and maximum annual special taxes and the proposed allocation of the special tax. By allocating 100 percent of the assigned special tax for all developed parcels, the results total special tax levies of $492,027 for Annual Services Costs and $49,213 for Infrastructure Costs.

Table 5
Avila Ranch CFD No. 2017-1 (Services)
Proposed Annual Special Tax Levy - FY 2024-25
Proposed
FY 2024-25 Developed Special Tax
Land Use Special Tax Parcels Allocation Levy
[1] [2] [3] [1] [2]
Services Special Tax
Single Family Residential - ≥ 1,500 Sq. Ft. $3,377.82 133 100% $449,249.70 Single Family Residential - <1,500 Sq. Ft. $2,251.46 19 100% $42,777.75 Multifamily Residential - ≥ 1,500 Sq. Ft. $3,377.82 0 0% $0.00 Multifamily Residential - < 1,500 Sq. Ft. $2,251.46 0 0% $0.00 Affordable Multifamily Residential $1,125.73 0 0% $0.00 Total Services Special Tax 152 $492,027.45
Infrastructure Special Tax
Single Family Residential - ≥ 1,500 Sq. Ft. $337.85 133 100% $44,933.88 Single Family Residential - <1,500 Sq. Ft. $225.23 19 100% $4,279.42 Multifamily Residential - ≥ 1,500 Sq. Ft. $337.85 0 0% $0.00 Multifamily Residential - < 1,500 Sq. Ft. $225.23 0 0% $0.00 Affordable Multifamily Residential $112.62 0 0% $0.00
Total Infrastructure Special Tax 152 $49,213.30
Total Special Tax Levy $541,240.74
[1] From Table 3.
[2] Amounts are not rounded.
[3] From Table 1.

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Tax Report: Avila Ranch CFD No. 2017-1 (Services)—FY 2024-25 June 19, 2024
Economic & Planning Systems, Inc. (EPS) 13
Total special tax revenue available from developed parcels is $541,241.

The total recommended special tax levy for FY 2024-25 is $541.241.

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

APPENDIX A:

Proposed Special Tax Levy for
FY 2024-25

Appendix A Page 1 of 5
Assessor's Land Use Proposed
Parcel Tax Developed Services Facilities Special Tax
Number Category Parcel Bldg. SF. Special Tax Special Tax Levy [1]
053-290-005 UND N $0.00 $0.00 $0.00
053-290-006 UND N $0.00 $0.00 $0.00
053-290-007 UND N $0.00 $0.00 $0.00
053-290-008 UND N $0.00 $0.00 $0.00
053-290-009 UND N $0.00 $0.00 $0.00
053-290-012 UND N $0.00 $0.00 $0.00
053-290-013 UND N $0.00 $0.00 $0.00
053-290-014 UND N $0.00 $0.00 $0.00
053-291-001 SFR Y 1811 $3,377.82 $337.85 $3,715.67
053-291-002 SFR Y 2273 $3,377.82 $337.85 $3,715.67
053-291-003 SFR Y 2066 $3,377.82 $337.85 $3,715.67
053-291-004 SFR Y 1900 $3,377.82 $337.85 $3,715.67
053-291-005 SFR Y 1811 $3,377.82 $337.85 $3,715.67
053-291-006 SFR Y 2066 $3,377.82 $337.85 $3,715.67
053-291-007 SFR Y 2273 $3,377.82 $337.85 $3,715.67
053-291-008 SFR Y 1900 $3,377.82 $337.85 $3,715.67
053-291-009 SFR Y 1811 $3,377.82 $337.85 $3,715.67
053-291-010 SFR Y 2273 $3,377.82 $337.85 $3,715.67
053-291-011 SFR Y 2066 $3,377.82 $337.85 $3,715.67
053-291-012 SFR Y 1900 $3,377.82 $337.85 $3,715.67
053-291-013 SFR Y 1811 $3,377.82 $337.85 $3,715.67
053-291-014 SFR Y 2273 $3,377.82 $337.85 $3,715.67
053-291-015 SFR Y 2066 $3,377.82 $337.85 $3,715.67
053-291-016 SFR Y 1900 $3,377.82 $337.85 $3,715.67
053-291-017 SFR Y 1811 $3,377.82 $337.85 $3,715.67
053-291-018 SFR Y 2273 $3,377.82 $337.85 $3,715.67
053-291-019 SFR Y 2066 $3,377.82 $337.85 $3,715.67
053-291-020 SFR Y 1900 $3,377.82 $337.85 $3,715.67
053-291-021 SFR Y 1900 $3,377.82 $337.85 $3,715.67
053-291-022 SFR Y 2066 $3,377.82 $337.85 $3,715.67
053-291-023 SFR Y 2273 $3,377.82 $337.85 $3,715.67
053-291-024 SFR Y 1811 $3,377.82 $337.85 $3,715.67
053-291-025 SFR Y 1900 $3,377.82 $337.85 $3,715.67
053-291-026 SFR Y 2273 $3,377.82 $337.85 $3,715.67
053-291-027 SFR Y 1708 $3,377.82 $337.85 $3,715.67
053-291-028 SFR Y 1811 $3,377.82 $337.85 $3,715.67
053-291-029 UND N $0.00 $0.00 $0.00
053-291-030 UND N $0.00 $0.00 $0.00
053-292-001 SFR Y 1169 $2,251.46 $225.23 $2,476.69
053-292-002 SFR Y 1169 $2,251.46 $225.23 $2,476.69
053-292-003 SFR Y 1169 $2,251.46 $225.23 $2,476.69
053-292-004 SFR Y 1169 $2,251.46 $225.23 $2,476.69
053-292-005 SFR Y 1609 $3,377.82 $337.85 $3,715.67
053-292-006 SFR Y 819 $2,251.46 $225.23 $2,476.69
053-292-007 SFR Y 1169 $2,251.46 $225.23 $2,476.69
053-292-008 SFR Y 1708 $3,377.82 $337.85 $3,715.67
053-292-009 SFR Y 1811 $3,377.82 $337.85 $3,715.67
Proposed Special Tax Levy for FY 2024-25
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Assessor's Land Use Proposed
Parcel Tax Developed Services Facilities Special Tax
Number Category Parcel Bldg. SF. Special Tax Special Tax Levy [1]
Proposed Special Tax Levy for FY 2024-25
053-292-010 SFR Y 2066 $3,377.82 $337.85 $3,715.67
053-292-011 SFR Y 2273 $3,377.82 $337.85 $3,715.67
053-292-012 SFR Y 2273 $3,377.82 $337.85 $3,715.67
053-292-013 SFR Y 2066 $3,377.82 $337.85 $3,715.67
053-292-014 SFR Y 1708 $3,377.82 $337.85 $3,715.67
053-292-015 SFR Y 1708 $3,377.82 $337.85 $3,715.67
053-292-016 SFR Y 819 $2,251.46 $225.23 $2,476.69
053-292-017 SFR Y 819 $2,251.46 $225.23 $2,476.69
053-292-018 SFR Y 1609 $3,377.82 $337.85 $3,715.67
053-292-019 SFR Y 1609 $3,377.82 $337.85 $3,715.67
053-292-020 SFR Y 1169 $2,251.46 $225.23 $2,476.69
053-292-021 SFR Y 819 $2,251.46 $225.23 $2,476.69
053-292-022 SFR Y 1708 $3,377.82 $337.85 $3,715.67
053-292-023 SFR Y 1811 $3,377.82 $337.85 $3,715.67
053-292-024 SFR Y 2066 $3,377.82 $337.85 $3,715.67
053-292-025 SFR Y 2273 $3,377.82 $337.85 $3,715.67
053-292-026 SFR Y 2273 $3,377.82 $337.85 $3,715.67
053-292-027 SFR Y 2006 $3,377.82 $337.85 $3,715.67
053-292-028 SFR Y 1900 $3,377.82 $337.85 $3,715.67
053-292-029 SFR Y 1708 $3,377.82 $337.85 $3,715.67
053-292-030 SFR Y 819 $2,251.46 $225.23 $2,476.69
053-292-031 SFR Y 1609 $3,377.82 $337.85 $3,715.67
053-292-032 SFR Y 1609 $3,377.82 $337.85 $3,715.67
053-292-033 SFR Y 1609 $3,377.82 $337.85 $3,715.67
053-292-034 SFR Y 819 $2,251.46 $225.23 $2,476.69
053-292-035 SFR Y 819 $2,251.46 $225.23 $2,476.69
053-292-036 SFR Y 1708 $3,377.82 $337.85 $3,715.67
053-292-037 SFR Y 1811 $3,377.82 $337.85 $3,715.67
053-292-038 SFR Y 2066 $3,377.82 $337.85 $3,715.67
053-292-039 SFR Y 2273 $3,377.82 $337.85 $3,715.67
053-292-040 SFR Y 2273 $3,377.82 $337.85 $3,715.67
053-292-041 SFR Y 2066 $3,377.82 $337.85 $3,715.67
053-292-042 SFR Y 1900 $3,377.82 $337.85 $3,715.67
053-292-043 SFR Y 1708 $3,377.82 $337.85 $3,715.67
053-292-044 SFR Y 819 $2,251.46 $225.23 $2,476.69
053-292-045 SFR Y 1609 $3,377.82 $337.85 $3,715.67
053-292-046 SFR Y 819 $2,251.46 $225.23 $2,476.69
053-292-047 SFR Y 1609 $3,377.82 $337.85 $3,715.67
053-292-048 SFR Y 1609 $3,377.82 $337.85 $3,715.67
053-292-049 SFR Y 1169 $2,251.46 $225.23 $2,476.69
053-292-050 SFR Y 1708 $3,377.82 $337.85 $3,715.67
053-292-051 SFR Y 1900 $3,377.82 $337.85 $3,715.67
053-292-052 SFR Y 2066 $3,377.82 $337.85 $3,715.67
053-292-053 SFR Y 2273 $3,377.82 $337.85 $3,715.67
053-292-054 SFR Y 2273 $3,377.82 $337.85 $3,715.67
053-292-055 SFR Y 2066 $3,377.82 $337.85 $3,715.67
053-292-056 SFR Y 1708 $3,377.82 $337.85 $3,715.67
Prepared by EPS 6/28/2024 Z:\Shared\Projects\SAC\242000\242065 San Luis Obispo CFD Admin FY 2024-25\Models\242065 Avila Ranch CFD Master FY 2024-25 Page 88 of 411 Appendix A Page 3 of 5
Assessor's Land Use Proposed
Parcel Tax Developed Services Facilities Special Tax
Number Category Parcel Bldg. SF. Special Tax Special Tax Levy [1]
Proposed Special Tax Levy for FY 2024-25
053-292-057 UND N $0.00 $0.00 $0.00
053-293-001 SFR Y 1551 $3,377.82 $337.85 $3,715.67
053-293-002 SFR Y 1609 $3,377.82 $337.85 $3,715.67
053-293-003 SFR Y 1609 $3,377.82 $337.85 $3,715.67
053-293-004 SFR Y 819 $2,251.46 $225.23 $2,476.69
053-293-005 SFR Y 1708 $3,377.82 $337.85 $3,715.67
053-293-006 SFR Y 1900 $3,377.82 $337.85 $3,715.67
053-293-007 SFR Y 2273 $3,377.82 $337.85 $3,715.67
053-293-008 SFR Y 2066 $3,377.82 $337.85 $3,715.67
053-293-009 SFR Y 1708 $3,377.82 $337.85 $3,715.67
053-293-010 SFR Y 1900 $3,377.82 $337.85 $3,715.67
053-293-011 SFR Y 2273 $3,377.82 $337.85 $3,715.67
053-293-012 SFR Y 2066 $3,377.82 $337.85 $3,715.67
053-293-013 SFR Y 1811 $3,377.82 $337.85 $3,715.67
053-293-014 SFR Y 1708 $3,377.82 $337.85 $3,715.67
053-293-015 SFR Y 1708 $3,377.82 $337.85 $3,715.67
053-293-016 SFR Y 1708 $3,377.82 $337.85 $3,715.67
053-293-017 SFR Y 1811 $3,377.82 $337.85 $3,715.67
053-293-018 SFR Y 1708 $3,377.82 $337.85 $3,715.67
053-293-019 SFR Y 1811 $3,377.82 $337.85 $3,715.67
053-293-020 SFR N 0 $0.00 $0.00 $0.00
053-293-021 SFR N 0 $0.00 $0.00 $0.00
053-293-022 SFR N 0 $0.00 $0.00 $0.00
053-293-023 SFR N 0 $0.00 $0.00 $0.00
053-293-024 SFR N 0 $0.00 $0.00 $0.00
053-293-025 SFR N 0 $0.00 $0.00 $0.00
053-293-026 SFR N 0 $0.00 $0.00 $0.00
053-293-027 SFR N 0 $0.00 $0.00 $0.00
053-293-028 SFR Y 1900 $3,377.82 $337.85 $3,715.67
053-293-029 SFR Y 1900 $3,377.82 $337.85 $3,715.67
053-293-030 SFR N 0 $0.00 $0.00 $0.00
053-293-031 SFR N 0 $0.00 $0.00 $0.00
053-293-032 SFR N 0 $0.00 $0.00 $0.00
053-293-033 SFR N 0 $0.00 $0.00 $0.00
053-293-034 SFR Y 1900 $3,377.82 $337.85 $3,715.67
053-293-035 SFR Y 2066 $3,377.82 $337.85 $3,715.67
053-293-036 SFR Y 2273 $3,377.82 $337.85 $3,715.67
053-293-037 SFR Y 2273 $3,377.82 $337.85 $3,715.67
053-293-038 SFR Y 2066 $3,377.82 $337.85 $3,715.67
053-293-039 SFR Y 1811 $3,377.82 $337.85 $3,715.67
053-293-040 SFR Y 1708 $3,377.82 $337.85 $3,715.67
053-293-041 SFR Y 1609 $3,377.82 $337.85 $3,715.67
053-293-042 SFR Y 1609 $3,377.82 $337.85 $3,715.67
053-293-043 SFR Y 1708 $3,377.82 $337.85 $3,715.67
053-293-044 SFR Y 2273 $3,377.82 $337.85 $3,715.67
053-293-045 SFR Y 2273 $3,377.82 $337.85 $3,715.67
053-293-046 SFR Y 1811 $3,377.82 $337.85 $3,715.67
Prepared by EPS 6/28/2024 Z:\Shared\Projects\SAC\242000\242065 San Luis Obispo CFD Admin FY 2024-25\Models\242065 Avila Ranch CFD Master FY 2024-25 Page 89 of 411 Appendix A Page 4 of 5
Assessor's Land Use Proposed
Parcel Tax Developed Services Facilities Special Tax
Number Category Parcel Bldg. SF. Special Tax Special Tax Levy [1]
Proposed Special Tax Levy for FY 2024-25
053-293-047 SFR Y 1900 $3,377.82 $337.85 $3,715.67
053-293-048 SFR Y 2066 $3,377.82 $337.85 $3,715.67
053-293-049 SFR Y 2273 $3,377.82 $337.85 $3,715.67
053-293-050 SFR Y 1811 $3,377.82 $337.85 $3,715.67
053-293-051 SFR Y 1708 $3,377.82 $337.85 $3,715.67
053-293-052 SFR Y 1169 $2,251.46 $225.23 $2,476.69
053-293-053 SFR Y 819 $2,251.46 $225.23 $2,476.69
053-293-054 UND N $0.00 $0.00 $0.00
053-294-001 SFR Y 1900 $3,377.82 $337.85 $3,715.67
053-294-002 SFR Y 2066 $3,377.82 $337.85 $3,715.67
053-294-003 SFR Y 2273 $3,377.82 $337.85 $3,715.67
053-294-004 SFR Y 1708 $3,377.82 $337.85 $3,715.67
053-294-005 SFR Y 2273 $3,377.82 $337.85 $3,715.67
053-294-006 SFR Y 1811 $3,377.82 $337.85 $3,715.67
053-294-007 SFR Y 1900 $3,377.82 $337.85 $3,715.67
053-294-008 SFR Y 1811 $3,377.82 $337.85 $3,715.67
053-294-009 SFR Y 2273 $3,377.82 $337.85 $3,715.67
053-294-010 SFR Y 2066 $3,377.82 $337.85 $3,715.67
053-294-011 SFR Y 1900 $3,377.82 $337.85 $3,715.67
053-294-012 SFR Y 1811 $3,377.82 $337.85 $3,715.67
053-294-013 SFR Y 2066 $3,377.82 $337.85 $3,715.67
053-294-014 SFR Y 2273 $3,377.82 $337.85 $3,715.67
053-294-015 SFR Y 1900 $3,377.82 $337.85 $3,715.67
053-294-016 SFR N 0 $0.00 $0.00 $0.00
053-294-017 SFR N 0 $0.00 $0.00 $0.00
053-294-018 SFR Y 1900 $3,377.82 $337.85 $3,715.67
053-294-019 SFR Y 1811 $3,377.82 $337.85 $3,715.67
053-294-020 SFR Y 1900 $3,377.82 $337.85 $3,715.67
053-294-021 SFR Y 2273 $3,377.82 $337.85 $3,715.67
053-294-022 SFR N 0 $0.00 $0.00 $0.00
053-294-023 SFR N 0 $0.00 $0.00 $0.00
053-294-024 SFR Y 1811 $3,377.82 $337.85 $3,715.67
053-294-025 SFR Y 1708 $3,377.82 $337.85 $3,715.67
053-294-026 SFR Y 1900 $3,377.82 $337.85 $3,715.67
053-294-027 SFR Y 1811 $3,377.82 $337.85 $3,715.67
053-294-028 SFR Y 1900 $3,377.82 $337.85 $3,715.67
053-294-029 SFR Y 1811 $3,377.82 $337.85 $3,715.67
053-294-030 SFR Y 1811 $3,377.82 $337.85 $3,715.67
053-294-031 SFR Y 1708 $3,377.82 $337.85 $3,715.67
053-294-032 SFR N 0 $0.00 $0.00 $0.00
053-294-033 SFR N 0 $0.00 $0.00 $0.00
053-294-034 SFR N 0 $0.00 $0.00 $0.00
053-294-035 SFR N 0 $0.00 $0.00 $0.00
053-294-036 SFR N 0 $0.00 $0.00 $0.00
053-294-037 SFR N 0 $0.00 $0.00 $0.00
053-294-038 SFR N 0 $0.00 $0.00 $0.00
053-294-039 SFR N 0 $0.00 $0.00 $0.00
Prepared by EPS 6/28/2024 Z:\Shared\Projects\SAC\242000\242065 San Luis Obispo CFD Admin FY 2024-25\Models\242065 Avila Ranch CFD Master FY 2024-25 Page 90 of 411 Appendix A Page 5 of 5
Assessor's Land Use Proposed
Parcel Tax Developed Services Facilities Special Tax
Number Category Parcel Bldg. SF. Special Tax Special Tax Levy [1]
Proposed Special Tax Levy for FY 2024-25
053-294-040 SFR N 0 $0.00 $0.00 $0.00
053-294-041 SFR N 0 $0.00 $0.00 $0.00
053-294-042 SFR N 0 $0.00 $0.00 $0.00
053-294-043 UND N $0.00 $0.00 $0.00
053-259-008 UND N $0.00 $0.00 $0.00
Totals $492,027.45 $49,213.30 $541,240.74
[1] SFR = Single Family Residential; MFR = Multifamily Residential; MFR-AF = Multifamily Affordable.

Prepared by EPS 6/28/2024 Z:\Shared\Projects\SAC\242000\242065 San Luis Obispo CFD Admin FY 2024-25\Models\242065 Avila Ranch CFD Master FY 2024-25 Page 91 of 411

Item 5g
Department: Finance
Cost Center: 2001
For Agenda of: 8/20/2024
Placement: Consent
Estimated Time: N/A
FROM: Emily Jackson, Finance Director
Prepared By: Brent Taylor – Financial Analyst, Infrastructure Finance SUBJECT: ANNUAL SPECIAL TAX LEVY REPORT FOR THE COMMUNITY FACILITIES DISTRICT NO 2019-1 (SAN LUIS RANCH) FOR FISCAL YEAR 2024-2025.

RECOMMENDATION
Receive and file the Annual Special Tax Levy Report for the City of San Luis Obispo Community Facilities District No. 2019-1 (San Luis Ranch) for Fiscal Year 2024-2025.

REPORT-IN-BRIEF
The San Luis Ranch CFD Annual Tax Report (FY 2024-2025) (Attachment A) covers all parcels of land within the boundaries of the City of San Luis Obispo Community Facilities District No. 2019 -1 (San Luis Ranch). The special tax attributed to each parcel was computed pursuant to the Amended and Restated Rate, Method of Apportionment, and Manor of Collection of Special Tax (“RMA”) as approved by Council in Resolution No. 11233.

The San Luis Ranch CFD Annual Tax Report (FY 2024-2025) (Attachment A) is divided into four chapters: (1) An Introduction, which describes the purpose of the CFD and structure of the report, (2) The Taxable Land Uses, which describes the different types of land uses within the boundaries of the CFD, (3) Annual CFD Costs, which determines the expected annual expenditures of the CFD, and (4) Assignment of the Maximum Special Tax and Special Tax Levy for FY 2024 - 2025, which determines the maximum amount of special tax for each parcel and the amount of the levy to submit to the County for each parcel.

Each fiscal year, the District Administrator, Economic and Planning Systems, Inc. (EPS), calculates the maximum amount of special tax revenue that may be collected from all taxable parcels in the CFD. Since the district is currently in construction phases, the RMA specifies that the levy for each fiscal year is to be based on the total number of building permits issued as of May 1st each year. As of May 1,2024, the City had issued a total of 562 building permits since the start of the project (183 for low-density, 83 for mediumdensity, 80 townhomes, 96 condominiums, and 120 efficiency units). There remains 15 Final Map Parcels, which are those parcels that do not have building permits issued.

There are no remaining Undeveloped Parcels in the CFD.

Item 5g
Next, the District Administrator determines the Annual Costs of the CFD. Expected costs of the CFD for fiscal year 2024-2025 are $1,334,295.26, which includes principal and interest payments on the associated bonds, Administrator Fee, Trustee Fee, City Staff Costs, and Pay-as-you-Go costs for Authorized Facilities. These amounts are estimated costs and if the actual costs are less than the actual special tax revenue, then the special tax revenue not expended will be held in the City’s San Luis Ranch CFD Fund for subsequent years’ obligations.

While it is not mandated to tax all parcels within the boundaries of CFD under the provisions of the RMA, the City may at its discretion levy the maximum special tax for Final Map parcels and Undeveloped Parcels each fiscal year as needed to generate sufficient special tax revenue to satisfy the annual costs of the CFD. Special tax revenues collected, that are not otherwise needed to fund the administration of the CFD, debt service, and the replenishment of the bond reserve fund, may be allocated to pay-as-yougo (“PAYGO”) facilities as outlined in the Acquisition Agreement approved by Council on October 20, 2020, with Resolution No. 11176.

Half of the special tax revenue classified as PAYGO must be used to reimburse the developer for the documented shortfall between the anticipated cost of the authorized public infrastructure built and the bonds’ net proceeds. The other half is disbursed to the City for reimbursement of authorized costs incurred for the district. For FY 2024-25, the City will tax the Final Map parcels at maximum rate to generate PAYGO revenue as specified in the RMA. In taxing Developed Parcels and Final Map parcels for FY 2024- 25 at the allowable maximum rate, there will be a total of $360,365.06 collected that is not required for other authorized costs of the CFD. This amount may be used to fund authorized and documented expenditures and provide reimbursement to Developer and the City. There are currently no planned or expected PAYGO expenditures and special tax revenue collected for this purpose will be held until developer submits documentation of actual costs of authorized facilities to City and requests reimbursement.

By allocating 100 percent of the assigned maximum special tax for all developed parcels and final map parcels, the total special tax levy for FY 2024-25 amounts to $1,334,295.26.

POLICY CONTEXT
On July 18, 2017, the City Council adopted Resolution No. 10822 certifying the Final EIR and Approving the San Luis Ranch project plan which included a specific plan amendment, general plan amendment, and an annexation. On August 21, 2018, the City Council adopted Ordinance No.1649 approving a development agreement with MI San Luis Ranch. An evaluation of the project's consistency with General Plan policies is discussed at length in Section 4.9 of the certified Final EIR.

The Specific Plan required that funding mechanisms be included to ensure that public infrastructure was coordinated with future development under the plan. The formation of a Communities Facilities District (CFD) was consistent with this requirement.

Item 5g
On April 16, 2019, the Council adopted Resolution No. 10998 to form the City of San Luis Obispo Community Facilities District 2019-1 (San Luis Ranch). As enabled by the Mello-Roos Community Facilities Act of 1982, a CFD allows a local jurisdiction to levy a special tax within a specified area to pay for public services and/or infrastructure needed within that area. Over the past three decades, CFDs have become a common mechanism for cities to fund services and finance development-related infrastructure. The use of a CFD, in this case, is consistent with the City’s Economic Development Strategic Plan and the General Plan.

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

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

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

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

DISCUSSION
Background
The San Luis Ranch Development Agreement was approved with Ordinance No. 1649 on August 21, 2018 and provided the basis for the formation of the San Luis Ranch CFD.

On April 2, 2019, the City Council adopted Resolution No. 10998 establishing the San Luis Ranch Community Facilities District (2019-1). On April 16, 2019, the City Council adopted Ordinance No. 1661, approving the levy of a special tax on an annual basis and solely within the boundaries of the San Luis Ranch CFD.

Subsequently, on April 20, 2021 the City Council, adopted Resolution No. 11239 which approved Resolution No 11233 authorizing a change to the RMA to incur bonded indebtedness in the aggregate principal amount of not to exceed $25,000,000 secured by the levy of the special tax to parcels within the district. As one of the required steps for the approval of bond issuance, on May 5, 2021, the City Council adopted Ordinance No. 1697 which replaced and superseded Ordinance No 1661 and authorizes the levy of a special tax for the fiscal year 2021-22 and all subsequent fiscal years and is solely applicable within the boundaries of the San Luis Ranch CFD.

Item 5g
The CFD for San Luis Ranch is authorized to levy a special tax within the district to fund a variety of administrative costs and costs of facilities which benefit the project. The special tax revenue generated by the annual levies is to be used on Debt Service, Administration, and Trustee which are identified in the Amended and Restated Rate, Method of Apportionment, and Manner of Collection of Special Tax (RMA). In addition, the special tax revenue may be used for Authorized Facilities listed in Exhibit A of the Acquisition Agreement. These authorized facilities include transportation improvements, potable and non-potable water system improvements, drainage system improvements, wastewater system improvements, solid waste improvements, park and landscape corridor improvements, open space improvements, and utilities with estimated cost of $11,210,785 and are required as a condition of the City’s approval of the development.

The City has already established the necessary accounts with the County of San Luis Obispo Tax Collector to administer the special tax within the San Luis Ranch CFD. All necessary documentation and information were provided to the County of San Luis Obispo Tax Collector in proper form and required timelines to bill and collect the special tax on the secured property tax roll of the County beginning in FY 2021-22. The City is currently on a teeter plan with the County of San Luis Obispo, which ensures 100% of the Special Tax Revenue levied will be provided to City regardless if the County can collect the full amount or not. Collection of delinquent special taxes is pursued only by the County and since City is entitled to the full levy amount through the teeter plan, there is no concern regarding a lack of revenue from delinquent parcels to fund the annual costs identified each year. This does not exclude the City’s right to utilize any other lawful means of billing, collecting, and enforcing the special tax, including direct billing, supplemental billing, and, when lawfully available, judicial foreclosure of the special tax lien.

The City of San Luis Obispo has established the San Luis Ranch CFD Fund which is managed and controlled by City Finance Department. This fund was established to receive revenue from Special Taxes and for paying expenditures of the CFD. This fund is budgeted annually through the City’s Financial Plan cycle and generally follows the budget identified in the San Luis Ranch CFD Annual Tax Report (FY 2024-2025) (Attachment A) being presented to Council with this item.

Since the first year of special tax collection, the CFD Administrator prepares the Annual Tax Report which is the basis for the CFD annual budget and annual tax levies. The Annual Tax Report is presented to Council as a Consent Agenda item for purposes of transparency and accountability to the public. Historically, the City Council has Received and Filed this report each year since the first year in which special taxes were levied.

Previous Council or Advisory Body Action
On July 18, 2017, Council adopted Resolution No. 10822 certifying the final EIR, approving the San Luis Ranch Project
On May 1, 2018, Council adopted Resolution No. 10885 accepting a negotiated exchange of tax revenue and annual tax increment between the County of San Luis Obispo and City of San Luis Obispo.

Item 5g
On July 17, 2018, Council adopted Resolution No. 10927 approving the addendum to the final EIR and certifying the final supplemental EIR approving the revised San Luis Ranch Project.

On August 21, 2018, Council adopted Ordinance No. 1649 approving the Development Agreement for the San Luis Ranch project.

On November 27, 2018, Council adopted Resolution No. 10961 approving the final map for tract 3096 of the San Luis Ranch Project.

On February 19, 2019, Council adopted Resolution No. 10986 approving the intention of the City to establish a CFD and authorize the levy of special taxes.

On February 19, 2019, Council adopted Resolution No. 10987 approving to incur bonded indebtedness for the San Luis Ranch CFD.

On April 2, 2019, Council adopted Resolution No. 10997 modifying the resolution of intention and approving the amended and restated rate and method of apportionment.

On April 2, 2019, Council adopted Resolution No. 10998 forming the San Luis Ranch CFD, authorizing the levy of a special tax, and establishing an appropriation limit for the district.

On April 2, 2019, Council adopted Resolution No. 10999 deeming it necessary to incur bonded indebtedness for the San Luis Ranch CFD.

On April 2, 2019, Council adopted Resolution No. 11000 calling a special election for the San Luis Ranch CFD.

On April 2, 2019, Council adopted Resolution No. 11001 declaring results of special election and directing recording of notice of special tax lien.

On April 16, 2019, Council adopted Ordinance No. 1661 approving the levy of special taxes within the boundaries of the San Luis Ranch CFD.

On April 7, 2020, Council adopted Resolution No. 11110 approving a vesting tentative tract map 3150 of the San Luis Ranch project.

On August 18, 2020, Council adopted Resolution No. 11157 modifying mitigation measures and mitigation monitoring and reporting plan and approving an addendum to the final supplemental EIR.

On October 6, 2020 Council adopted Resolution No. 11167 approving final map for tract 3150 of the San Luis Ranch project.

Item 5g
On October 20, 2020, Council adopted Resolution No. 11176 approving the funding, construction and acquisition agreement for the San Luis Ranch CFD.

On November 17, 2020, Council adopted Resolution No. 11192 approving a specific plan amendment and to update the specific plan, approval of vesting tentative tract map 3142, and a determination that the project is consistent with the final EIR and final supplemental EIR.

On March 16, 2021, Council adopted Resolution No. 11233 for consideration to amend the rate and method of apportionment for San Luis Ranch CFD.

On April 20, 2021, Council adopted Resolution No. 11238 Calling a special mailed ballot election related to change proceedings within the San Luis Ranch CFD.

On April 20, 2021, Council adopted Resolution No. 11239 approving the changes presented to the RMA in Resolution No. 11233.

On April 20, 2021, Council adopted Resolution No. 11240 authorizing the issuance of special tax bonds, series 2021, in an amount of $20,500,000.

On May 4, 2021, Council adopted Ordinance No. 1697 levying a special tax for the fiscal year 2021-2022 and for all subsequent years.

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

CONCURRENCE
The Community Development Department, the Finance Department, the Community Services Group, and the City Attorney Office concur with the information contained in this report as presented.

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

Item 5g
Under Section 15306, the Secretary for the California Natural Resources Agency has concluded that “basic data collection, research, and resource evaluation activities which do not result in a serious or major disturbance to an environmental resource" are exempt from CEQA. Therefore, the proposed action is categorically exempt from further analysis under CEQA.

FISCAL IMPACT
Budgeted: Yes Budget Year: 2024-2025
Funding Identified: Yes
Fiscal Analysis:

Funding
Sources
Total Budget
Available
Current
Funding
Request
Remaining
Balance
Annual
Ongoing
Cost
General Fund $0 $0 $0 $0
State
Federal
Fees
Other:

Total $0 $0 $0 $0
NOTE: There are no funding requests associated with this item. The annual report was prepared by the CFD Administrator and cost for preparation of the report was paid by San Luis Ranch CFD Fund which budgets for this expense each year through the Annual Tax Report and the City’s Financial Plan cycles. City’s Budgeting of the CFD Fund follows the budget identified in the Annual Tax Report being presented to Council with this item.

ALTERNATIVES
Council could decide not to receive and file the Special Tax Annual Report for San Luis Ranch. This is not recommended as the Annual Tax Report is provided to the public for transparency purposes since the first-year special taxes were levied. This annual report is not a requirement of the CFD under the Mello-Roos Act and is not required by any Ordinance or Resolution.

ATTACHMENTS
A - San Luis Ranch CFD Annual Tax Report (FY 2024-2025)

Tax Report
San Luis Obispo CFD No. 2019-1
(San Luis Ranch)—FY 2024-25
Prepared for:

City of San Luis Obispo
Prepared by:

Economic & Planning Systems, Inc. (EPS)
EPS #242065
June 19, 2024

Table of Contents

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

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

3. Annual CFD Costs ......................................................................... 8 Annual Costs for FY 2024-25 ................................................................ 8

4. Assignment of the Maximum Special Tax and Special Tax Levy for FY 2024-25 ................................................................................. 13 Assignment of the Special Tax ............................................................ 13 Assignment of Special Tax Priorities ..................................................... 15 Allocation of the Special Tax for FY 2024-25 ......................................... 17 Assignment of the Special Tax Levy to CFD Parcels ................................ 17 List of Maps and Tables
Map 1 CFD Boundary Map ..................................................................... 3 Map 2 CFD Single-Family Residential Large Lots ....................................... 6 Map 3 CFD High-Density Residential Large Lots ........................................ 7 Table 1 CFD Parcels and Land Uses .......................................................... 5 Table 2 Annual Cost for FY 2024-25 ........................................................ 10 Table 3 Annual Debt Service .................................................................. 12 Table 4 Special Tax Rates by Tax Category .............................................. 14 Table 5 Development Status of CFD Parcels ............................................. 16 Table 6 Allocation of the Special Tax for FY 2024-25 ................................. 18

Tax Report: San Luis Obispo CFD No. 2019-1 (San Luis Ranch)—FY 2024-25 June 19, 2024
Economic & Planning Systems, Inc. (EPS) 1

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

At the time of formation of the CFD, development plans for single-family residential products were fully developed, but the development plan for multifamily residential uses was still being evaluated by the developer. In addition, the location and number of affordable housing units (which are to be tax-exempt under the CFD) were being finalized between the developer and the City. A Change Proceeding for the CFD was started in the spring of 2021 to amend the Rate and Method of Apportionment to reflect changes being made to the scope of the special tax related to final taxable unit counts for multifamily residential and assignment of affordable units to large lot parcels in the Project.

The boundaries of the proposed CFD are coterminous with the SLRSP. Overall, the Project area includes approximately 131.4 acres approved for up to 577 dwelling units and commercial development, including a 200-room hotel, 100,000 square feet of office space, and 150,000 square feet of retail and service commercial uses. The Project includes 7.8 acres of parks, waterways, and other interior open space. There will be 52.3 acres of farmed agricultural land in the Project area.

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

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

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

Tax Report: San Luis Obispo CFD No. 2019-1 (San Luis Ranch)—FY 2024-25 June 19, 2024
Economic & Planning Systems, Inc. (EPS) 2
The CFD was authorized to begin collecting the special tax in Fiscal Year (FY) 2018-19. FY 2021-22 was the first year in which the special tax was levied against taxable parcels of the CFD.

Map 1 shows the proposed boundaries of the CFD.

Structure of this Report
This report is divided into 4 chapters, including this introductory chapter, and includes Appendix A: Proposed Special Tax Levy for FY 2024-25.

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

Tax Report: San Luis Obispo CFD No. 2019-1 (San Luis Ranch)—FY 2024-25 June 19, 2024
Economic & Planning Systems, Inc. (EPS) 4

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

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

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

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

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

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

Table 1
CFD No. 2019-1 (San Luis Ranch)
CFD Parcels - FY 2024-25
Land Use Lot No. Acres Units Density
[1]
Residential Uses
Low Density Residential (LDR) 11-208 15.51 198 12.77
Medium Density Residential (MDR) 220-302 5.14 83 16.15
High Density Residential (HDR) [2]
Townhomes 5-7 3.65 80 21.94
Condominiums 1-2 3.33 96 28.83
Efficiency Units 3-4 1.93 120 62.26
Residential Use Totals 29.55 577
Nonresidential Uses
Commercial 7 11.44
Commercial 8 3.33
Commercial 9 3.81
Nonresidential Use Totals 18.58
Public Uses
Parks 3.19
Open Space 7.81
Agricultural 52.32
Regional Road 9.00
Local Road 8.84
Public Use Totals 81.16
CFD Totals 129.29 577
Source: Cannon
[1] Lot numbers are designated on the final map for the development. [2] Lot numbers refer to those shown in Map 3.

Prepared by EPS 6/18/2024Z:\Shared\Projects\SAC\242000\242065 San Luis Obispo CFD Admin FY 2024-25\Models\242065 SLR Model 2024 Page 107 of 411 1050 Southwood Drive
San Luis Obispo, CA 93401
P 805.544.7407 F 805.544.3863
Map 2

Map 3

Tax Report: San Luis Obispo CFD No. 2019-1 (San Luis Ranch)—FY 2024-25 June 19, 2024
Economic & Planning Systems, Inc. (EPS) 8

3. Annual CFD Costs
The Rate and Method of Apportionment (RMA) identifies authorized costs of the CFD that can be funded through the annual levy of the special tax on taxable parcels. The amount of the annual levy is determined by the annual costs of the CFD, as established by the Administrator. This chapter discusses annual CFD costs for FY 2024-25.

Annual Costs for FY 2024-25
The RMA identifies annual costs as:
a. Administrative Expenses for such Fiscal Year.
b. Debt Service to be paid from Special Taxes during the Bond Year commencing during such Fiscal Year.
c. The amount needed to pay other periodic costs on the Bonds, including but not limited to credit enhancement and any rebate payments on the Bonds. d. The amount needed to replenish the reserve fund for the Bonds to the level required under the Bond Indenture, to the extent not included in a computation of Annual Costs in a previous Fiscal Year.
e. The amount needed to (1) cure any delinquencies in the payment of principal or interest on Bonds, which have occurred in the prior Fiscal Year, to the extent not otherwise included in a computation of Annual Costs in the current or any previous Fiscal Year, and (2) to fund any foreseeable deficiency of the amount to be available for the payment of principal or interest on Bonds, which are expected to occur in such Fiscal Year, to the extent not included in a computation of Annual Costs in the current or any previous Fiscal Year. f. The amount needed to (1) cure any delinquencies in the payment of the Special Tax in the prior Fiscal Year, to the extent not otherwise included in a computation of Annual Costs in the current or any previous Fiscal Year, and (2) to fund any foreseeable deficiency in the payment of the Special Tax for that Fiscal Year which is expected to occur in such Fiscal Year, to the extent not included in a computation of Annual Costs in the current or any previous Fiscal Year.
g. Costs of acquisition, construction, and improvements of Authorized Facilities to be funded on a Pay-As-You-Go Basis, in amounts determined by the Administrator.

Tax Report: San Luis Obispo CFD No. 2019-1 (San Luis Ranch)—FY 2024-25 June 19, 2024
Economic & Planning Systems, Inc. (EPS) 9
h. Less any Capitalized Interest and any credits provided under a Bond Indenture.
i. Less any available earnings on the reserve fund, Special Tax funds, available capitalized interest, or any other available revenues of the CFD or the City that may be used to fund Annual Costs, to the extent determined by the Administrator.

Table 2 identifies the net annual costs for FY 2024-25 as $1,334,295.26. These costs are detailed below.

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

Table 2
CFD No. 2019-1 (San Luis Ranch)
Annual Cost for FY 2024-25
Item Amount
Beginning Special Tax Fund Balance [1] $0.00
Total Funds Available for Annual Costs $0.00
Debt Service Requirement
March 1, 2025 Interest $387,600.00
September 1, 2025 Interest $387,600.00
September 1, 2025 Principal $175,000.00
Total Debt Service $950,200.00
CFD Administrative Costs
City Staff Costs (Priority Admin) [2] $26,530.20
CFD Administration - EPS $10,000.00
Trustee Fees $2,200.00
Auditor Fees $0.00
Tax Collection Services [3] $0.00
Other Authorized Uses [4] $360,365.06
Administrative Expenses Total $399,095.26
Delinquency Coverage [5] $0.00
Total Annual Costs $1,349,295.26
LESS: Estimated Earnings on Reserve [6] $15,000.00
Net Annual Costs $1,334,295.26
[1] The fund balance for the Special Tax Fund as of June 30, 2024 will be $1,017,126.37. These funds are be used to meet September 2024 principal and interest payments, CFD administration costs and PAYGO costs that occurred prior to FY 2024-25. This fund balance is expected to be $0 by September 30, 2024 once all obligations of the CFD for FY 2023-24 expenses are met. [2] Priority admin was established as $25,000 annually in FY 2021-22, to be increased 2-percent in each following fiscal year. See Page 3 of the Series 2021 Bonds Official Statement for discussion of Priority Administration Expenses [3] The County adds a $2 charge per parcel for collection of direct charges placed on the property tax bill. As such, this amount is not included in these costs.
[4] Amounts specified for other uses allowed under Authorized Facilities, which may include Pay-As-You-Go Costs.
[5] An allowance for special tax delinquencies for the previous fiscal year, and amounts placed on the tax roll for draws on the Bond Reserve Fund. The County is using the Teeter Plan for FY 2024-25, so there are no special tax delinquency coverage requirements for FY 2024-25. [6] Total Annual Costs are reduced by estimated earnings on the Bond Reserve Fund.

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Economic & Planning Systems, Inc. (EPS) 11
The City has identified costs of $26,530 for City staff costs for FY 2024-25.

In addition to City costs, the City’s tax administrator has identified costs totaling $10,000 for the fiscal year. Estimated Trustee costs are $2,200.

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

Debt Service
The special tax levy for FY 2024-25 will fund the debt service payments due in calendar year 2025. A principal payment in the amount of $175,000 is due September 1, 2025. Interest payments of $387,600 each are due March 1 and September 1, 2025. Table 3 shows the debt service schedule. Total debt service costs for the FY 2024-25 levy are $950,200.

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

The City has identified PAYGO costs in the amount of $360,365.06 for FY 2024-

25. These special tax revenues may be used to fund certain costs associated with the Authorized Facilities.

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

Estimated Earnings on the Bond Reserve Fund and Other Special Funds
Annual costs may be offset by any interest earnings on the bond reserve fund, special tax fund, or any other funds where special tax revenues have been deposited. The City estimates that $15,000 in interest earnings will be available in FY 2024-25 to offset annual costs.

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

Tax Report: San Luis Obispo CFD No. 2019-1 (San Luis Ranch)—FY 2024-25 June 19, 2024
Economic & Planning Systems, Inc. (EPS) 13

4. Assignment of the Maximum Special
Tax and Special Tax Levy for
FY 2024-25
Each fiscal year, the Administrator will calculate the maximum amount of special tax revenue that may be collected from all taxable parcels in the CFD. First, the Administrator will increase the maximum special tax category for each tax category by the Tax Escalation Factor of 2 percent.

The annual assignment of the maximum special tax and determination of the special tax levy for FY 2024-25 are discussed below.

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

Tax Categories
Table 4 shows the tax categories defined by the RMA, with the stated minimum and maximum annual special taxes. The first year in which the special tax was authorized was FY 2018-19 (as shown in Table 4). The minimum and maximum annual special tax is increased by the Tax Escalation Factor of 2 percent each fiscal year through FY 2024-25 for each tax category.

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

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

Table 4
CFD No. 2019-1 (San Luis Ranch)Special Tax Rates by Tax Category [1] Minimum Annual Maximum Annual Minimum Annual Maximum Annual Minimum Annual Maximum Annual Minimum Annual Maximum Annual Minimum Annual Maximum Annual Minimum Annual Maximum Annual Minimum Annual Maximum Annual Tax Category Special Tax Special Tax Special Tax Special Tax Special Tax Special Tax Special Tax Special Tax Special Tax Special Tax Special Tax Special Tax Special Tax Special TaxLDR 1,850 SF and Greater $2,630.00 $3,110.00 $2,682.60 $3,172.20 $2,736.25 $3,235.64 $2,790.98 $3,300.36 $2,846.80 $3,366.36 $2,903.73 $3,433.69 $2,961.81 $3,502.37 <1,850 SF $2,630.00 $2,630.00 $2,682.60 $2,682.60 $2,736.25 $2,736.25 $2,790.98 $2,790.98 $2,846.80 $2,846.80 $2,903.73 $2,903.73 $2,961.81 $2,961.81 Workforce/Affordable Units $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 MDR
1,600 SF and Greater $2,150.00 $2,630.00 $2,193.00 $2,682.60 $2,236.86 $2,736.25 $2,281.60 $2,790.98 $2,327.23 $2,846.80 $2,373.77 $2,903.73 $2,421.25 $2,961.81 <1,600 SF $2,150.00 $2,150.00 $2,193.00 $2,193.00 $2,236.86 $2,236.86 $2,281.60 $2,281.60 $2,327.23 $2,327.23 $2,373.77 $2,373.77 $2,421.25 $2,421.25 Workforce/Affordable Units $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 Townhomes
Market Rate Units $1,910.00 $1,910.00 $1,948.20 $1,948.20 $1,987.16 $1,987.16 $2,026.91 $2,026.91 $2,067.45 $2,067.45 $2,108.79 $2,108.79 $2,150.97 $2,150.97 Workforce/Affordable Units $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 Condominiums
Market Rate Units $1,600.00 $1,600.00 $1,632.00 $1,632.00 $1,664.64 $1,664.64 $1,697.93 $1,697.93 $1,731.89 $1,731.89 $1,766.53 $1,766.53 $1,801.86 $1,801.86 Workforce/Affordable Units $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 Efficiency Units
Market Rate Units $1,199.00 $1,199.00 $1,222.98 $1,222.98 $1,247.44 $1,247.44 $1,272.39 $1,272.39 $1,297.84 $1,297.84 $1,323.79 $1,323.79 $1,350.27 $1,350.27Workforce/Affordable Units $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 [1] The Minimum and Maximum Annual Special Tax is increased by 2-percent each Fiscal Year following the Base Year of 2018-19.

Base Year - 2018-19 FY 2019-20 FY 2020-21 FY 2021-22 FY 2022-23 FY 2023-24 FY 2024-25 Prepared by EPS 6/18/2024 Z:\Shared\Projects\SAC\242000\242065 San Luis Obispo CFD Admin FY 2024-25\Models\242065 SLR Model 2024

Tax Report: San Luis Obispo CFD No. 2019-1 (San Luis Ranch)—FY 2024-25 June 19, 2024
Economic & Planning Systems, Inc. (EPS) 15
Because the issuance of the initial building permit establishes the maximum annual square footage for a parcel, it is not intended that future additions to a residential structure will trigger a future increase in the maximum annual special tax established with the initial building permit.

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

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

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

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

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

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

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

There are building permits issued as of May 1, 2024, for the construction of 562 residential units. LDR has 183 building permits, and MDR has 83 building permits. Note that 6 of the building permits for MDR were issued as Workforce/Affordable Units, and 6 of the building permits for LDR were issued for Workforce/Affordable Units. Such parcels are tax-exempt.

Building permits have been issued for construction of 80 Townhome units (2 are Workforce/Affordable Units), 96 Condominium units (2 are Workforce/Affordable Units), and 120 Efficiency units (6 are Workforce/Affordable Units).

In total, 562 units have been created by issued building permits, with 540 of these units being taxable.

There is a total of 15 LDR final map parcels identified for FY 2024-25.

Table 5
CFD No. 2019-1 (San Luis Ranch)
Development Status of CFD Parcels
Original Units Final
Total Created Map Large Lot Tax Total
Tax Category Acres Units by BPs Parcels Parcels Exempt Taxed [1]
Low Density Residential (LDR)
1,850 sq. ft. and greater 15.51 98 130 0 0 0 130
Less than 1,850 sq. ft. 94 47 15 0 0 62
Workforce/Affordable Units 6 6 0 0 6 0
LDR Subtotal 15.51 198 183 15 0 6 192
Medium Density Residential (MDR)
1,600 sq. ft. and greater 5.14 40 33 0 0 0 33
Less than 1,600 sq. ft. 37 44 0 0 0 44
Workforce/Affordable Units 6 6 0 0 6 0
MDR Subtotal 5.14 83 83 0 0 6 77
High Density Residential (HDR)
Townhomes
Lot 5 0.32 8 8 0 0 0 8
Lot 6 1.66 36 36 0 0 0 36
Lot 7 1.67 34 34 0 0 0 34
Workforce/Affordable Units 2 2 0 0 2 0
Townhomes Subtotal 3.65 80 80 0 0 2 78
Condominiums
Lot 1 1.98 58 58 0 0 0 58
Lot 2 1.35 36 36 0 0 0 36
Workforce/Affordable Units 2 2 0 0 2 0
Condominiums Subtotal 3.33 96 96 0 0 2 94
Efficiency Units
Lot 3 1.79 100 100 0 0 0 100
Lot 4 0.14 14 14 0 0 0 14
Workforce/Affordable Units 6 6 0 0 6 0
Efficiency Units Subtotal 1.93 120 120 0 0 6 114
Residential Use Totals 29.55 577 562 15 0 22 555
[1] Building permits issued through May 1, 2024.

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Economic & Planning Systems, Inc. (EPS) 17
Allocation of the Special Tax for
FY 2024-25
Table 6 shows the FY 2024-25 minimum and maximum annual special taxes from Table 4 and the taxable units assigned by tax priority and category. The number of units for each category comes from Table 5.

By allocating 100 percent of the assigned special tax for all developed parcels, a total special tax levy of $1,289,868.15 would be assigned for developed parcels.

Total special tax revenue available from final map parcels is $44,427.11. Total special tax revenue from large lot parcels is $0.

To generate the special tax revenues needed to fund Net Annual Costs of $1,334,295.26, Developed Parcels will need to be levied at 100 percent of the maximum annual special tax (generating $1,289,868.15), and Final Map Parcels will need to be levied at 100 percent of the maximum annual special tax (generating $44,427.11).

The total recommended special tax levy for FY 2024-25 is $1,334,295.26.

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

Table 6
CFD No. 2019-1 (San Luis Ranch)
Allocation of the Special Tax for FY 2024-25
Total Special Tax
Assigned Assigned Special Tax Allocation
Tax Categories Units Special Tax Special Tax Allocation Per Unit [1] [2]
Developed Parcels
Low Density Residential (LDR) 100%
1,850 square feet or greater 130 $3,502.37 $455,307.47 $455,307.47 $3,502.37 Less than 1,850 square feet 47 $2,961.81 $139,204.94 $139,204.94 $2,961.81 Workforce/Affordable Units 6 $0.00 $0.00 $0.00 $0.00
LDR Subtotal 183 $594,512.40 $594,512.40
Medium Density Residential (MDR) 100%
1,600 square feet or greater 33 $2,961.81 $97,739.64 $97,739.64 $2,961.81 Less than 1,600 square feet 44 $2,421.25 $106,534.96 $106,534.96 $2,421.25 Workforce/Affordable Units 6 $0.00 $0.00 $0.00 $0.00
MDR Subtotal 83 $204,274.60 $204,274.60
Townhomes 100%
Market Rate Units 78 $2,150.97 $167,775.68 $167,775.68 $2,150.97 Workforce Units 2 $0.00 $0.00 $0.00 $0.00
Townhomes Subtotal 80 $167,775.68 $167,775.68
Condominium 100%
Market Rate Units 94 $1,801.86 $169,374.83 $169,374.83 $1,801.86 Workforce Units 2 $0.00 $0.00 $0.00 $0.00
Condominium Subtotal 96 $169,374.83 $169,374.83
Efficiency Units 100%
Market Rate Units 114 $1,350.27 $153,930.64 $153,930.64 $1,350.27 Workforce Units 6 $0.00 $0.00 $0.00 $0.00
Efficiency Units Subtotal 120 $153,930.64 $153,930.64
Developed Parcel Totals 562 $1,289,868.15 $1,289,868.15 Final Map Parcels 100.00%
Market Rate Low Density Residential 15 $2,961.81 $44,427.11 $44,427.11 $2,961.81 Workforced Low Density Residential 0 $0.00 $0.00 $0.00 n/a Market Rate Medium Density Residential 0 $2,421.25 $0.00 $0.00 n/a Workforce Medium Density Residential 0 $0.00 $0.00 $0.00 n/a Townhomes
Market Rate Units 0 $2,150.97 $0.00 $0.00 n/a
Workforce Units 0 $0.00 $0.00 $0.00 n/a
Condominium
Market Rate Units 0 $1,801.86 $0.00 $0.00 n/a
Workforce Units 0 $0.00 $0.00 $0.00 n/a
Efficiency Units
Market Rate Units 0 $1,350.27 $0.00 $0.00 n/a
Workforce Units 0 $0.00 $0.00 $0.00 n/a
Final Map Totals 15 $44,427.11 $44,427.11
Undeveloped Parcels 0%
Townhomes 0 $2,150.97 $0.00 $0.00 $0.00
Condominiums 0 $1,801.86 $0.00 $0.00 $0.00
Efficiency Units 0 $1,350.27 $0.00 $0.00 $0.00
Undeveloped Parcel Totals 0 $0.00 $0.00
CFD Totals 577 $1,334,295.26 $1,334,295.26
[1] From Table 4.
[2] Proposed special tax allocation per unit for FY 2024-25.

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Proposed Special Tax Levy for
FY 2024-25

Appendix A Page 1 of 14
Assessor's Minimum Maximum Proposed
Parcel Land Tax Tax Annual Annual Tax Special Tax
Number Use [1] Category [1] Status Special Tax Special Tax Allocation Levy [2] 053-153-004 OS OS Tax-Exempt $0.00 $0.00 0% $0.00
053-153-005 Comm UP Tax-Exempt $0.00 $0.00 0% $0.00
053-153-006 Hotel DP Tax-Exempt $0.00 $0.00 100% $0.00
053-153-007 Comm UP Tax-Exempt $0.00 $0.00 0% $0.00
053-153-008 OS OS Tax-Exempt $0.00 $0.00 0% $0.00
053-153-009 ROW ROW Tax-Exempt $0.00 $0.00 0% $0.00
053-153-010 OS OS Tax-Exempt $0.00 $0.00 0% $0.00
053-153-011 Easement Easement Tax-Exempt $0.00 $0.00 0% $0.00 053-153-012 Easement Easement Tax-Exempt $0.00 $0.00 0% $0.00 053-153-013 OS OS Tax-Exempt $0.00 $0.00 0% $0.00
053-153-014 OS OS Tax-Exempt $0.00 $0.00 0% $0.00
053-153-015 OS OS Tax-Exempt $0.00 $0.00 0% $0.00
053-154-001 LDR DP Taxable $2,961.81 $3,502.37 100% $3,502.37 053-154-002 LDR DP Taxable $2,961.81 $3,502.37 100% $2,961.81 053-154-003 LDR DP Taxable $2,961.81 $3,502.37 100% $2,961.81 053-154-004 LDR DP Taxable $2,961.81 $3,502.37 100% $3,502.37 053-154-005 LDR DP Taxable $2,961.81 $3,502.37 100% $3,502.37 053-154-006 LDR DP Taxable $2,961.81 $3,502.37 100% $3,502.37 053-154-007 LDR DP Taxable $2,961.81 $3,502.37 100% $3,502.37 053-154-008 LDR DP Taxable $2,961.81 $3,502.37 100% $3,502.37 053-154-009 LDR DP Taxable $2,961.81 $3,502.37 100% $3,502.37 053-154-010 LDR DP Taxable $2,961.81 $3,502.37 100% $2,961.81 053-154-011 LDR DP Taxable $2,961.81 $3,502.37 100% $3,502.37 053-154-012 LDR DP Taxable $2,961.81 $3,502.37 100% $3,502.37 053-154-013 LDR DP Taxable $2,961.81 $3,502.37 100% $2,961.81 053-154-014 LDR DP Taxable $2,961.81 $3,502.37 100% $3,502.37 053-154-015 LDR AW Tax-Exempt $0.00 $0.00 0% $0.00
053-154-016 LDR FM Taxable $2,961.81 $3,502.37 100% $2,961.81 053-154-017 LDR FM Taxable $2,961.81 $3,502.37 100% $2,961.81 053-154-018 LDR FM Taxable $2,961.81 $3,502.37 100% $2,961.81 053-154-019 LDR FM Taxable $2,961.81 $3,502.37 100% $2,961.81 053-154-020 LDR DP Taxable $2,961.81 $3,502.37 100% $3,502.37 053-154-021 LDR DP Taxable $2,961.81 $3,502.37 100% $3,502.37 053-154-022 LDR DP Taxable $2,961.81 $3,502.37 100% $3,502.37 053-154-023 LDR DP Taxable $2,961.81 $3,502.37 100% $3,502.37 053-154-024 LDR DP Taxable $2,961.81 $3,502.37 100% $3,502.37 053-154-025 LDR DP Taxable $2,961.81 $3,502.37 100% $3,502.37 053-154-026 LDR DP Taxable $2,961.81 $3,502.37 100% $3,502.37 053-154-027 LDR DP Taxable $2,961.81 $3,502.37 100% $2,961.81 053-154-028 LDR DP Taxable $2,961.81 $3,502.37 100% $3,502.37 053-154-029 LDR DP Taxable $2,961.81 $3,502.37 100% $3,502.37 053-154-030 LDR DP Taxable $2,961.81 $3,502.37 100% $3,502.37 053-154-031 LDR AW Tax-Exempt $0.00 $0.00 0% $0.00
053-154-032 LDR DP Taxable $2,961.81 $3,502.37 100% $3,502.37 053-154-033 LDR DP Taxable $2,961.81 $3,502.37 100% $2,961.81 053-154-034 LDR DP Taxable $2,961.81 $3,502.37 100% $2,961.81 053-154-035 LDR DP Taxable $2,961.81 $3,502.37 100% $2,961.81 053-154-036 LDR DP Taxable $2,961.81 $3,502.37 100% $3,502.37 Proposed Special Tax Levy for FY 2024-25
Prepared by EPS 6/19/2024 Page 122 of 411
Appendix A Page 2 of 14
Assessor's Minimum Maximum Proposed
Parcel Land Tax Tax Annual Annual Tax Special Tax
Number Use [1] Category [1] Status Special Tax Special Tax Allocation Levy [2] Proposed Special Tax Levy for FY 2024-25
053-154-037 LDR DP Taxable $2,961.81 $3,502.37 100% $2,961.81 053-154-038 LDR DP Taxable $2,961.81 $3,502.37 100% $2,961.81 053-154-039 LDR DP Taxable $2,961.81 $3,502.37 100% $3,502.37 053-154-040 LDR DP Taxable $2,961.81 $3,502.37 100% $2,961.81 053-154-041 LDR DP Taxable $2,961.81 $3,502.37 100% $2,961.81 053-154-042 LDR DP Taxable $2,961.81 $3,502.37 100% $2,961.81 053-154-043 LDR DP Taxable $2,961.81 $3,502.37 100% $2,961.81 053-154-044 LDR DP Taxable $2,961.81 $3,502.37 100% $3,502.37 053-154-045 LDR DP Taxable $2,961.81 $3,502.37 100% $3,502.37 053-154-046 LDR DP Taxable $2,961.81 $3,502.37 100% $3,502.37 053-154-047 LDR DP Taxable $2,961.81 $3,502.37 100% $2,961.81 053-154-048 LDR DP Taxable $2,961.81 $3,502.37 100% $3,502.37 053-154-049 LDR DP Taxable $2,961.81 $3,502.37 100% $3,502.37 053-154-050 LDR DP Taxable $2,961.81 $3,502.37 100% $2,961.81 053-154-051 LDR DP Taxable $2,961.81 $3,502.37 100% $3,502.37 053-154-052 LDR DP Taxable $2,961.81 $3,502.37 100% $3,502.37 053-154-053 LDR DP Taxable $2,961.81 $3,502.37 100% $2,961.81 053-154-054 LDR DP Taxable $2,961.81 $3,502.37 100% $3,502.37 053-154-055 LDR DP Taxable $2,961.81 $3,502.37 100% $3,502.37 053-154-056 LDR DP Taxable $2,961.81 $3,502.37 100% $3,502.37 053-154-057 LDR DP Taxable $2,961.81 $3,502.37 100% $2,961.81 053-154-058 LDR DP Taxable $2,961.81 $3,502.37 100% $3,502.37 053-154-059 LDR DP Taxable $2,961.81 $3,502.37 100% $2,961.81 053-154-060 LDR DP Taxable $2,961.81 $3,502.37 100% $2,961.81 053-154-061 LDR DP Taxable $2,961.81 $3,502.37 100% $2,961.81 053-154-062 LDR DP Taxable $2,961.81 $3,502.37 100% $3,502.37 053-154-063 LDR DP Taxable $2,961.81 $3,502.37 100% $3,502.37 053-154-064 LDR DP Taxable $2,961.81 $3,502.37 100% $3,502.37 053-154-065 LDR DP Taxable $2,961.81 $3,502.37 100% $2,961.81 053-154-066 LDR DP Taxable $2,961.81 $3,502.37 100% $3,502.37 053-154-067 LDR DP Taxable $2,961.81 $3,502.37 100% $3,502.37 053-154-068 LDR DP Taxable $2,961.81 $3,502.37 100% $3,502.37 053-154-069 LDR DP Taxable $2,961.81 $3,502.37 100% $3,502.37 053-154-070 LDR DP Taxable $2,961.81 $3,502.37 100% $3,502.37 053-154-071 LDR AW Tax-Exempt $0.00 $0.00 0% $0.00
053-154-072 LDR DP Taxable $2,961.81 $3,502.37 100% $3,502.37 053-154-073 LDR DP Taxable $2,961.81 $3,502.37 100% $2,961.81 053-154-074 LDR DP Taxable $2,961.81 $3,502.37 100% $3,502.37 053-154-075 LDR DP Taxable $2,961.81 $3,502.37 100% $3,502.37 053-154-076 LDR DP Taxable $2,961.81 $3,502.37 100% $3,502.37 053-154-077 LDR DP Taxable $2,961.81 $3,502.37 100% $3,502.37 053-154-078 Park Park Tax-Exempt $0.00 $0.00 0% $0.00
053-154-079 Park Park Tax-Exempt $0.00 $0.00 0% $0.00
053-154-080 Park Park Tax-Exempt $0.00 $0.00 0% $0.00
053-154-081 Park Park Tax-Exempt $0.00 $0.00 0% $0.00
053-155-001 Park Park Tax-Exempt $0.00 $0.00 0% $0.00
053-155-002 LDR DP Taxable $2,961.81 $3,502.37 100% $3,502.37 053-155-003 LDR DP Taxable $2,961.81 $3,502.37 100% $3,502.37 Prepared by EPS 6/19/2024 Page 123 of 411
Appendix A Page 3 of 14
Assessor's Minimum Maximum Proposed
Parcel Land Tax Tax Annual Annual Tax Special Tax
Number Use [1] Category [1] Status Special Tax Special Tax Allocation Levy [2] Proposed Special Tax Levy for FY 2024-25
053-155-004 LDR DP Taxable $2,961.81 $3,502.37 100% $3,502.37 053-155-005 LDR DP Taxable $2,961.81 $3,502.37 100% $3,502.37 053-155-006 LDR DP Taxable $2,961.81 $3,502.37 100% $3,502.37 053-155-007 LDR DP Taxable $2,961.81 $3,502.37 100% $3,502.37 053-155-008 LDR DP Taxable $2,961.81 $3,502.37 100% $2,961.81 053-155-009 LDR DP Taxable $2,961.81 $3,502.37 100% $3,502.37 053-155-010 LDR DP Taxable $2,961.81 $3,502.37 100% $3,502.37 053-155-011 LDR DP Taxable $2,961.81 $3,502.37 100% $3,502.37 053-155-012 LDR DP Taxable $2,961.81 $3,502.37 100% $3,502.37 053-155-013 LDR DP Taxable $2,961.81 $3,502.37 100% $3,502.37 053-155-014 LDR DP Taxable $2,961.81 $3,502.37 100% $2,961.81 053-155-015 LDR DP Taxable $2,961.81 $3,502.37 100% $3,502.37 053-155-016 LDR DP Taxable $2,961.81 $3,502.37 100% $3,502.37 053-155-017 LDR DP Taxable $2,961.81 $3,502.37 100% $3,502.37 053-155-018 LDR DP Taxable $2,961.81 $3,502.37 100% $3,502.37 053-155-019 LDR DP Taxable $2,961.81 $3,502.37 100% $3,502.37 053-155-020 LDR DP Taxable $2,961.81 $3,502.37 100% $3,502.37 053-155-021 LDR DP Taxable $2,961.81 $3,502.37 100% $3,502.37 053-155-022 LDR DP Taxable $2,961.81 $3,502.37 100% $2,961.81 053-155-023 LDR DP Taxable $2,961.81 $3,502.37 100% $3,502.37 053-155-024 LDR DP Taxable $2,961.81 $3,502.37 100% $3,502.37 053-155-025 LDR DP Taxable $2,961.81 $3,502.37 100% $3,502.37 053-155-026 LDR DP Taxable $2,961.81 $3,502.37 100% $2,961.81 053-155-027 LDR DP Taxable $2,961.81 $3,502.37 100% $3,502.37 053-155-028 LDR DP Taxable $2,961.81 $3,502.37 100% $3,502.37 053-155-029 LDR DP Taxable $2,961.81 $3,502.37 100% $3,502.37 053-155-030 LDR DP Taxable $2,961.81 $3,502.37 100% $3,502.37 053-155-031 LDR DP Taxable $2,961.81 $3,502.37 100% $3,502.37 053-155-032 LDR DP Taxable $2,961.81 $3,502.37 100% $3,502.37 053-155-033 LDR DP Taxable $2,961.81 $3,502.37 100% $3,502.37 053-155-034 LDR DP Taxable $2,961.81 $3,502.37 100% $2,961.81 053-155-035 LDR DP Taxable $2,961.81 $3,502.37 100% $2,961.81 053-155-036 LDR DP Taxable $2,961.81 $3,502.37 100% $3,502.37 053-155-037 LDR DP Taxable $2,961.81 $3,502.37 100% $3,502.37 053-155-038 LDR DP Taxable $2,961.81 $3,502.37 100% $3,502.37 053-155-039 LDR DP Taxable $2,961.81 $3,502.37 100% $3,502.37 053-155-040 LDR DP Taxable $2,961.81 $3,502.37 100% $2,961.81 053-155-041 LDR DP Taxable $2,961.81 $3,502.37 100% $3,502.37 053-155-042 LDR DP Taxable $2,961.81 $3,502.37 100% $3,502.37 053-155-043 LDR DP Taxable $2,961.81 $3,502.37 100% $2,961.81 053-155-044 LDR DP Taxable $2,961.81 $3,502.37 100% $3,502.37 053-155-045 LDR DP Taxable $2,961.81 $3,502.37 100% $3,502.37 053-155-046 LDR DP Taxable $2,961.81 $3,502.37 100% $3,502.37 053-155-047 LDR DP Taxable $2,961.81 $3,502.37 100% $3,502.37 053-155-048 LDR DP Taxable $2,961.81 $3,502.37 100% $3,502.37 053-155-049 LDR DP Taxable $2,961.81 $3,502.37 100% $3,502.37 053-155-050 LDR DP Taxable $2,961.81 $3,502.37 100% $2,961.81 053-155-051 LDR DP Taxable $2,961.81 $3,502.37 100% $2,961.81 Prepared by EPS 6/19/2024 Page 124 of 411
Appendix A Page 4 of 14
Assessor's Minimum Maximum Proposed
Parcel Land Tax Tax Annual Annual Tax Special Tax
Number Use [1] Category [1] Status Special Tax Special Tax Allocation Levy [2] Proposed Special Tax Levy for FY 2024-25
053-155-052 LDR AW Tax-Exempt $0.00 $0.00 0% $0.00
053-155-053 LDR DP Taxable $2,961.81 $3,502.37 100% $3,502.37 053-155-054 LDR DP Taxable $2,961.81 $3,502.37 100% $3,502.37 053-155-055 LDR DP Taxable $2,961.81 $3,502.37 100% $3,502.37 053-155-056 LDR DP Taxable $2,961.81 $3,502.37 100% $3,502.37 053-155-057 LDR DP Taxable $2,961.81 $3,502.37 100% $3,502.37 053-155-058 LDR DP Taxable $2,961.81 $3,502.37 100% $3,502.37 053-155-059 LDR DP Taxable $2,961.81 $3,502.37 100% $2,961.81 053-155-060 LDR DP Taxable $2,961.81 $3,502.37 100% $3,502.37 053-155-061 LDR DP Taxable $2,961.81 $3,502.37 100% $3,502.37 053-155-062 LDR DP Taxable $2,961.81 $3,502.37 100% $3,502.37 053-155-063 LDR DP Taxable $2,961.81 $3,502.37 100% $2,961.81 053-155-064 LDR DP Taxable $2,961.81 $3,502.37 100% $3,502.37 053-155-065 LDR DP Taxable $2,961.81 $3,502.37 100% $3,502.37 053-155-066 LDR DP Taxable $2,961.81 $3,502.37 100% $3,502.37 053-155-067 LDR DP Taxable $2,961.81 $3,502.37 100% $3,502.37 053-155-068 LDR DP Taxable $2,961.81 $3,502.37 100% $3,502.37 053-155-069 LDR DP Taxable $2,961.81 $3,502.37 100% $3,502.37 053-155-070 LDR DP Taxable $2,961.81 $3,502.37 100% $2,961.81 053-155-071 LDR FM Taxable $2,961.81 $3,502.37 100% $2,961.81 053-155-072 LDR FM Taxable $2,961.81 $3,502.37 100% $2,961.81 053-155-073 LDR FM Taxable $2,961.81 $3,502.37 100% $2,961.81 053-155-074 LDR FM Taxable $2,961.81 $3,502.37 100% $2,961.81 053-155-075 LDR FM Taxable $2,961.81 $3,502.37 100% $2,961.81 053-155-076 Park Park Tax-Exempt $0.00 $0.00 0% $0.00
053-155-077 Park Park Tax-Exempt $0.00 $0.00 0% $0.00
053-155-078 Park Park Tax-Exempt $0.00 $0.00 0% $0.00
053-155-079 Park Park Tax-Exempt $0.00 $0.00 0% $0.00
053-155-080 Park Park Tax-Exempt $0.00 $0.00 0% $0.00
053-155-081 Park Park Tax-Exempt $0.00 $0.00 0% $0.00
053-156-001 Park Park Tax-Exempt $0.00 $0.00 0% $0.00
053-156-002 Park Park Tax-Exempt $0.00 $0.00 0% $0.00
053-156-003 LDR DP Taxable $2,961.81 $3,502.37 100% $3,502.37 053-156-004 LDR DP Taxable $2,961.81 $3,502.37 100% $3,502.37 053-156-005 LDR AW Tax-Exempt $0.00 $0.00 0% $0.00
053-156-006 LDR DP Taxable $2,961.81 $3,502.37 100% $3,502.37 053-156-007 LDR DP Taxable $2,961.81 $3,502.37 100% $3,502.37 053-156-008 LDR DP Taxable $2,961.81 $3,502.37 100% $3,502.37 053-156-009 LDR AW Tax-Exempt $0.00 $0.00 0% $0.00
053-156-010 LDR DP Taxable $2,961.81 $3,502.37 100% $2,961.81 053-156-011 LDR DP Taxable $2,961.81 $3,502.37 100% $3,502.37 053-156-012 LDR DP Taxable $2,961.81 $3,502.37 100% $3,502.37 053-156-013 LDR DP Taxable $2,961.81 $3,502.37 100% $3,502.37 053-156-014 LDR DP Taxable $2,961.81 $3,502.37 100% $3,502.37 053-156-015 LDR DP Taxable $2,961.81 $3,502.37 100% $2,961.81 053-156-016 LDR DP Taxable $2,961.81 $3,502.37 100% $3,502.37 053-156-017 LDR DP Taxable $2,961.81 $3,502.37 100% $3,502.37 053-156-018 LDR DP Taxable $2,961.81 $3,502.37 100% $2,961.81 Prepared by EPS 6/19/2024 Page 125 of 411
Appendix A Page 5 of 14
Assessor's Minimum Maximum Proposed
Parcel Land Tax Tax Annual Annual Tax Special Tax
Number Use [1] Category [1] Status Special Tax Special Tax Allocation Levy [2] Proposed Special Tax Levy for FY 2024-25
053-156-019 LDR DP Taxable $2,961.81 $3,502.37 100% $3,502.37 053-156-020 LDR DP Taxable $2,961.81 $3,502.37 100% $3,502.37 053-156-021 LDR DP Taxable $2,961.81 $3,502.37 100% $3,502.37 053-156-022 LDR DP Taxable $2,961.81 $3,502.37 100% $2,961.81 053-156-023 LDR DP Taxable $2,961.81 $3,502.37 100% $2,961.81 053-156-024 LDR DP Taxable $2,961.81 $3,502.37 100% $2,961.81 053-156-025 LDR DP Taxable $2,961.81 $3,502.37 100% $3,502.37 053-156-026 LDR DP Taxable $2,961.81 $3,502.37 100% $2,961.81 053-156-027 LDR DP Taxable $2,961.81 $3,502.37 100% $2,961.81 053-156-028 LDR DP Taxable $2,961.81 $3,502.37 100% $3,502.37 053-156-029 LDR DP Taxable $2,961.81 $3,502.37 100% $3,502.37 053-156-030 LDR DP Taxable $2,961.81 $3,502.37 100% $3,502.37 053-156-031 LDR DP Taxable $2,961.81 $3,502.37 100% $2,961.81 053-156-032 LDR DP Taxable $2,961.81 $3,502.37 100% $3,502.37 053-156-033 LDR DP Taxable $2,961.81 $3,502.37 100% $3,502.37 053-156-034 LDR DP Taxable $2,961.81 $3,502.37 100% $2,961.81 053-156-035 LDR DP Taxable $2,961.81 $3,502.37 100% $3,502.37 053-156-036 LDR DP Taxable $2,961.81 $3,502.37 100% $3,502.37 053-156-037 LDR DP Taxable $2,961.81 $3,502.37 100% $3,502.37 053-156-038 LDR DP Taxable $2,961.81 $3,502.37 100% $3,502.37 053-156-039 LDR DP Taxable $2,961.81 $3,502.37 100% $3,502.37 053-156-040 LDR DP Taxable $2,961.81 $3,502.37 100% $3,502.37 053-156-041 LDR DP Taxable $2,961.81 $3,502.37 100% $3,502.37 053-156-042 LDR DP Taxable $2,961.81 $3,502.37 100% $2,961.81 053-156-043 LDR DP Taxable $2,961.81 $3,502.37 100% $3,502.37 053-156-044 LDR FM Taxable $2,961.81 $3,502.37 100% $2,961.81 053-156-045 LDR FM Taxable $2,961.81 $3,502.37 100% $2,961.81 053-156-046 LDR FM Taxable $2,961.81 $3,502.37 100% $2,961.81 053-156-047 LDR FM Taxable $2,961.81 $3,502.37 100% $2,961.81 053-156-048 LDR FM Taxable $2,961.81 $3,502.37 100% $2,961.81 053-156-049 LDR FM Taxable $2,961.81 $3,502.37 100% $2,961.81 053-156-050 Park Park Tax-Exempt $0.00 $0.00 0% $0.00
053-156-051 Park Park Tax-Exempt $0.00 $0.00 0% $0.00
053-156-052 MDR DP Taxable $2,421.25 $2,961.81 100% $2,961.81 053-156-053 MDR DP Taxable $2,421.25 $2,961.81 100% $2,421.25 053-156-054 MDR DP Taxable $2,421.25 $2,961.81 100% $2,421.25 053-156-055 MDR DP Taxable $2,421.25 $2,961.81 100% $2,961.81 053-156-056 MDR DP Taxable $2,421.25 $2,961.81 100% $2,961.81 053-156-057 MDR DP Taxable $2,421.25 $2,961.81 100% $2,961.81 053-156-058 MDR DP Taxable $2,421.25 $2,961.81 100% $2,961.81 053-156-059 MDR DP Taxable $2,421.25 $2,961.81 100% $2,421.25 053-156-060 MDR DP Taxable $2,421.25 $2,961.81 100% $2,421.25 053-156-061 MDR DP Taxable $2,421.25 $2,961.81 100% $2,961.81 053-156-062 MDR DP Taxable $2,421.25 $2,961.81 100% $2,421.25 053-156-063 MDR DP Taxable $2,421.25 $2,961.81 100% $2,961.81 053-156-064 MDR DP Taxable $2,421.25 $2,961.81 100% $2,421.25 053-156-065 MDR DP Taxable $2,421.25 $2,961.81 100% $2,421.25 053-156-066 MDR DP Taxable $2,421.25 $2,961.81 100% $2,961.81 Prepared by EPS 6/19/2024 Page 126 of 411
Appendix A Page 6 of 14
Assessor's Minimum Maximum Proposed
Parcel Land Tax Tax Annual Annual Tax Special Tax
Number Use [1] Category [1] Status Special Tax Special Tax Allocation Levy [2] Proposed Special Tax Levy for FY 2024-25
053-156-067 MDR DP Taxable $2,421.25 $2,961.81 100% $2,421.25 053-156-068 MDR DP Taxable $2,421.25 $2,961.81 100% $2,961.81 053-156-069 MDR DP Taxable $2,421.25 $2,961.81 100% $2,421.25 053-156-070 MDR AW Tax-Exempt $0.00 $0.00 0% $0.00
053-156-071 MDR DP Taxable $2,421.25 $2,961.81 100% $2,961.81 053-156-072 MDR DP Taxable $2,421.25 $2,961.81 100% $2,421.25 053-156-073 MDR DP Taxable $2,421.25 $2,961.81 100% $2,421.25 053-156-074 MDR DP Taxable $2,421.25 $2,961.81 100% $2,421.25 053-156-075 MDR DP Taxable $2,421.25 $2,961.81 100% $2,961.81 053-156-076 MDR AW Tax-Exempt $0.00 $0.00 0% $0.00
053-156-077 MDR DP Taxable $2,421.25 $2,961.81 100% $2,421.25 053-156-078 MDR DP Taxable $2,421.25 $2,961.81 100% $2,421.25 053-156-079 MDR DP Taxable $2,421.25 $2,961.81 100% $2,961.81 053-156-080 MDR AW Tax-Exempt $0.00 $0.00 0% $0.00
053-156-081 Park Park Tax-Exempt $0.00 $0.00 0% $0.00
053-157-001 MDR DP Taxable $2,421.25 $2,961.81 100% $2,421.25 053-157-002 MDR DP Taxable $2,421.25 $2,961.81 100% $2,421.25 053-157-003 MDR DP Taxable $2,421.25 $2,961.81 100% $2,961.81 053-157-004 MDR DP Taxable $2,421.25 $2,961.81 100% $2,421.25 053-157-005 MDR DP Taxable $2,421.25 $2,961.81 100% $2,961.81 053-157-006 MDR DP Taxable $2,421.25 $2,961.81 100% $2,421.25 053-157-007 MDR DP Taxable $2,421.25 $2,961.81 100% $2,421.25 053-157-008 MDR DP Taxable $2,421.25 $2,961.81 100% $2,421.25 053-157-009 MDR DP Taxable $2,421.25 $2,961.81 100% $2,421.25 053-157-010 MDR DP Taxable $2,421.25 $2,961.81 100% $2,961.81 053-157-011 MDR DP Taxable $2,421.25 $2,961.81 100% $2,421.25 053-157-012 MDR DP Taxable $2,421.25 $2,961.81 100% $2,961.81 053-157-013 MDR DP Taxable $2,421.25 $2,961.81 100% $2,961.81 053-157-014 MDR DP Taxable $2,421.25 $2,961.81 100% $2,961.81 053-157-015 MDR DP Taxable $2,421.25 $2,961.81 100% $2,421.25 053-157-016 MDR DP Taxable $2,421.25 $2,961.81 100% $2,961.81 053-157-017 MDR DP Taxable $2,421.25 $2,961.81 100% $2,421.25 053-157-018 MDR DP Taxable $2,421.25 $2,961.81 100% $2,961.81 053-157-019 MDR AW Tax-Exempt $0.00 $0.00 0% $0.00
053-157-020 MDR DP Taxable $2,421.25 $2,961.81 100% $2,961.81 053-157-021 MDR DP Taxable $2,421.25 $2,961.81 100% $2,421.25 053-157-022 MDR DP Taxable $2,421.25 $2,961.81 100% $2,421.25 053-157-023 MDR DP Taxable $2,421.25 $2,961.81 100% $2,961.81 053-157-024 MDR DP Taxable $2,421.25 $2,961.81 100% $2,961.81 053-157-025 MDR DP Taxable $2,421.25 $2,961.81 100% $2,421.25 053-157-026 MDR DP Taxable $2,421.25 $2,961.81 100% $2,421.25 053-157-027 MDR DP Taxable $2,421.25 $2,961.81 100% $2,961.81 053-157-028 MDR DP Taxable $2,421.25 $2,961.81 100% $2,421.25 053-157-029 MDR DP Taxable $2,421.25 $2,961.81 100% $2,421.25 053-157-030 MDR DP Taxable $2,421.25 $2,961.81 100% $2,961.81 053-157-031 MDR DP Taxable $2,421.25 $2,961.81 100% $2,421.25 053-157-032 MDR DP Taxable $2,421.25 $2,961.81 100% $2,421.25 053-157-033 MDR DP Taxable $2,421.25 $2,961.81 100% $2,961.81 Prepared by EPS 6/19/2024 Page 127 of 411
Appendix A Page 7 of 14
Assessor's Minimum Maximum Proposed
Parcel Land Tax Tax Annual Annual Tax Special Tax
Number Use [1] Category [1] Status Special Tax Special Tax Allocation Levy [2] Proposed Special Tax Levy for FY 2024-25
053-157-034 MDR DP Taxable $2,421.25 $2,961.81 100% $2,961.81 053-157-035 MDR AW Tax-Exempt $0.00 $0.00 0% $0.00
053-157-036 MDR DP Taxable $2,421.25 $2,961.81 100% $2,421.25 053-157-037 MDR DP Taxable $2,421.25 $2,961.81 100% $2,961.81 053-157-038 MDR DP Taxable $2,421.25 $2,961.81 100% $2,421.25 053-157-039 MDR DP Taxable $2,421.25 $2,961.81 100% $2,421.25 053-157-040 MDR DP Taxable $2,421.25 $2,961.81 100% $2,961.81 053-157-041 MDR DP Taxable $2,421.25 $2,961.81 100% $2,421.25 053-157-042 MDR DP Taxable $2,421.25 $2,961.81 100% $2,421.25 053-157-043 MDR DP Taxable $2,421.25 $2,961.81 100% $2,421.25 053-157-044 MDR DP Taxable $2,421.25 $2,961.81 100% $2,961.81 053-157-045 MDR AW Tax-Exempt $0.00 $0.00 0% $0.00
053-157-046 MDR DP Taxable $2,421.25 $2,961.81 100% $2,961.81 053-157-047 MDR DP Taxable $2,421.25 $2,961.81 100% $2,421.25 053-157-048 MDR DP Taxable $2,421.25 $2,961.81 100% $2,421.25 053-157-049 MDR DP Taxable $2,421.25 $2,961.81 100% $2,421.25 053-157-050 MDR DP Taxable $2,421.25 $2,961.81 100% $2,421.25 053-157-051 MDR DP Taxable $2,421.25 $2,961.81 100% $2,961.81 053-157-052 MDR DP Taxable $2,421.25 $2,961.81 100% $2,421.25 053-157-053 MDR DP Taxable $2,421.25 $2,961.81 100% $2,421.25 053-157-054 MDR DP Taxable $2,421.25 $2,961.81 100% $2,961.81 053-601-008 ROW ROW Tax-Exempt $0.00 $0.00 0% $0.00
053-601-009 ROW ROW Tax-Exempt $0.00 $0.00 0% $0.00
053-601-011 HOA HOA Tax-Exempt $0.00 $0.00 0% $0.00
053-601-015-000 CA CA Tax-Exempt $0.00 $0.00 0% $0.00
053-601-016 HDR-CON DP Taxable $1,801.86 $1,801.86 100% $1,801.86 053-601-017 HDR-CON DP Taxable $1,801.86 $1,801.86 100% $1,801.86 053-601-018 HDR-CON DP Taxable $1,801.86 $1,801.86 100% $1,801.86 053-601-019 HDR-CON DP Taxable $1,801.86 $1,801.86 100% $1,801.86 053-601-020 HDR-CON AW Tax-Exempt $0.00 $0.00 0% $0.00
053-601-021 HDR-CON DP Taxable $1,801.86 $1,801.86 100% $1,801.86 053-601-022 HDR-CON DP Taxable $1,801.86 $1,801.86 100% $1,801.86 053-601-023 HDR-CON DP Taxable $1,801.86 $1,801.86 100% $1,801.86 053-601-024 HDR-CON DP Taxable $1,801.86 $1,801.86 100% $1,801.86 053-601-025 HDR-CON DP Taxable $1,801.86 $1,801.86 100% $1,801.86 053-601-026 HDR-CON DP Taxable $1,801.86 $1,801.86 100% $1,801.86 053-601-027 HDR-CON DP Taxable $1,801.86 $1,801.86 100% $1,801.86 053-601-028 HDR-CON DP Taxable $1,801.86 $1,801.86 100% $1,801.86 053-601-029 HDR-CON DP Taxable $1,801.86 $1,801.86 100% $1,801.86 053-601-030 HDR-CON DP Taxable $1,801.86 $1,801.86 100% $1,801.86 053-601-031 HDR-CON DP Taxable $1,801.86 $1,801.86 100% $1,801.86 053-601-032 HDR-CON DP Taxable $1,801.86 $1,801.86 100% $1,801.86 053-601-033 HDR-CON DP Taxable $1,801.86 $1,801.86 100% $1,801.86 053-601-034 HDR-CON DP Taxable $1,801.86 $1,801.86 100% $1,801.86 053-601-035 HDR-CON DP Taxable $1,801.86 $1,801.86 100% $1,801.86 053-601-036 HDR-CON DP Taxable $1,801.86 $1,801.86 100% $1,801.86 053-601-037 HDR-CON DP Taxable $1,801.86 $1,801.86 100% $1,801.86 053-601-038 HDR-CON DP Taxable $1,801.86 $1,801.86 100% $1,801.86 Prepared by EPS 6/19/2024 Page 128 of 411
Appendix A Page 8 of 14
Assessor's Minimum Maximum Proposed
Parcel Land Tax Tax Annual Annual Tax Special Tax
Number Use [1] Category [1] Status Special Tax Special Tax Allocation Levy [2] Proposed Special Tax Levy for FY 2024-25
053-601-039 HDR-CON DP Taxable $1,801.86 $1,801.86 100% $1,801.86 053-601-040 CA CA Tax-Exempt $0.00 $0.00 0% $0.00
053-601-041 HDR-CON DP Taxable $1,801.86 $1,801.86 100% $1,801.86 053-601-051 HDR-CON DP Taxable $1,801.86 $1,801.86 100% $1,801.86 053-601-052 HDR-CON DP Taxable $1,801.86 $1,801.86 100% $1,801.86 053-601-053 HDR-CON DP Taxable $1,801.86 $1,801.86 100% $1,801.86 053-601-054 HDR-CON DP Taxable $1,801.86 $1,801.86 100% $1,801.86 053-601-055 HDR-CON DP Taxable $1,801.86 $1,801.86 100% $1,801.86 053-601-056 HDR-CON DP Taxable $1,801.86 $1,801.86 100% $1,801.86 053-601-057 HDR-CON DP Taxable $1,801.86 $1,801.86 100% $1,801.86 053-601-058 HDR-CON DP Taxable $1,801.86 $1,801.86 100% $1,801.86 053-601-059 HDR-CON DP Taxable $1,801.86 $1,801.86 100% $1,801.86 053-601-060 HDR-CON DP Taxable $1,801.86 $1,801.86 100% $1,801.86 053-601-061 HDR-CON DP Taxable $1,801.86 $1,801.86 100% $1,801.86 053-601-062 HDR-CON DP Taxable $1,801.86 $1,801.86 100% $1,801.86 053-601-063 HDR-CON DP Taxable $1,801.86 $1,801.86 100% $1,801.86 053-601-064 HDR-CON DP Taxable $1,801.86 $1,801.86 100% $1,801.86 053-601-065 HDR-CON DP Taxable $1,801.86 $1,801.86 100% $1,801.86 053-601-066 HDR-CON DP Taxable $1,801.86 $1,801.86 100% $1,801.86 053-601-067 HDR-CON DP Taxable $1,801.86 $1,801.86 100% $1,801.86 053-601-068 HDR-CON DP Taxable $1,801.86 $1,801.86 100% $1,801.86 053-601-069 HDR-CON DP Taxable $1,801.86 $1,801.86 100% $1,801.86 053-601-070 HDR-CON DP Taxable $1,801.86 $1,801.86 100% $1,801.86 053-601-071 HDR-CON DP Taxable $1,801.86 $1,801.86 100% $1,801.86 053-601-072 HDR-CON DP Taxable $1,801.86 $1,801.86 100% $1,801.86 053-601-073 HDR-CON DP Taxable $1,801.86 $1,801.86 100% $1,801.86 053-602-026 CA CA Tax-Exempt $0.00 $0.00 0% $0.00
053-602-028 CA CA Tax-Exempt $0.00 $0.00 0% $0.00
053-602-030 CA CA Tax-Exempt $0.00 $0.00 0% $0.00
053-602-031 HDR-CON DP Taxable $1,801.86 $1,801.86 100% $1,801.86 053-602-032 HDR-CON DP Taxable $1,801.86 $1,801.86 100% $1,801.86 053-602-033 HDR-CON DP Taxable $1,801.86 $1,801.86 100% $1,801.86 053-602-034 HDR-CON DP Taxable $1,801.86 $1,801.86 100% $1,801.86 053-602-035 HDR-CON DP Taxable $1,801.86 $1,801.86 100% $1,801.86 053-602-036 HDR-CON DP Taxable $1,801.86 $1,801.86 100% $1,801.86 053-602-037 HDR-CON DP Taxable $1,801.86 $1,801.86 100% $1,801.86 053-602-038 HDR-CON DP Taxable $1,801.86 $1,801.86 100% $1,801.86 053-602-039 HDR-CON DP Taxable $1,801.86 $1,801.86 100% $1,801.86 053-602-040 HDR-CON DP Taxable $1,801.86 $1,801.86 100% $1,801.86 053-602-041 HDR-CON DP Taxable $1,801.86 $1,801.86 100% $1,801.86 053-602-042 HDR-CON DP Taxable $1,801.86 $1,801.86 100% $1,801.86 053-602-043 HDR-CON DP Taxable $1,801.86 $1,801.86 100% $1,801.86 053-602-044 HDR-CON DP Taxable $1,801.86 $1,801.86 100% $1,801.86 053-602-045 HDR-CON DP Taxable $1,801.86 $1,801.86 100% $1,801.86 053-602-046 HDR-CON DP Taxable $1,801.86 $1,801.86 100% $1,801.86 053-602-047 HDR-CON DP Taxable $1,801.86 $1,801.86 100% $1,801.86 053-602-048 HDR-CON DP Taxable $1,801.86 $1,801.86 100% $1,801.86 053-602-049 HDR-CON DP Taxable $1,801.86 $1,801.86 100% $1,801.86 Prepared by EPS 6/19/2024 Page 129 of 411
Appendix A Page 9 of 14
Assessor's Minimum Maximum Proposed
Parcel Land Tax Tax Annual Annual Tax Special Tax
Number Use [1] Category [1] Status Special Tax Special Tax Allocation Levy [2] Proposed Special Tax Levy for FY 2024-25
053-602-050 HDR-CON DP Taxable $1,801.86 $1,801.86 100% $1,801.86 053-602-051 HDR-CON DP Taxable $1,801.86 $1,801.86 100% $1,801.86 053-602-052 HDR-CON DP Taxable $1,801.86 $1,801.86 100% $1,801.86 053-602-053 HDR-CON DP Taxable $1,801.86 $1,801.86 100% $1,801.86 053-602-054 HDR-CON DP Taxable $1,801.86 $1,801.86 100% $1,801.86 053-602-055 CA CA Tax-Exempt $0.00 $0.00 0% $0.00
053-602-056 HDR-CON DP Taxable $1,801.86 $1,801.86 100% $1,801.86 053-602-057 HDR-CON DP Taxable $1,801.86 $1,801.86 100% $1,801.86 053-602-058 HDR-CON DP Taxable $1,801.86 $1,801.86 100% $1,801.86 053-602-059 HDR-CON DP Taxable $1,801.86 $1,801.86 100% $1,801.86 053-602-060 HDR-CON AW Tax-Exempt $0.00 $0.00 0% $0.00
053-602-061 HDR-CON DP Taxable $1,801.86 $1,801.86 100% $1,801.86 053-602-062 HDR-CON DP Taxable $1,801.86 $1,801.86 100% $1,801.86 053-602-063 HDR-CON DP Taxable $1,801.86 $1,801.86 100% $1,801.86 053-602-064 HDR-CON DP Taxable $1,801.86 $1,801.86 100% $1,801.86 053-602-065 HDR-CON DP Taxable $1,801.86 $1,801.86 100% $1,801.86 053-602-066 HDR-CON DP Taxable $1,801.86 $1,801.86 100% $1,801.86 053-602-067 HDR-CON DP Taxable $1,801.86 $1,801.86 100% $1,801.86 053-602-068 CA CA Tax-Exempt $0.00 $0.00 0% $0.00
053-602-069 HDR-CON DP Taxable $1,801.86 $1,801.86 100% $1,801.86 053-602-070 HDR-CON DP Taxable $1,801.86 $1,801.86 100% $1,801.86 053-602-071 HDR-CON DP Taxable $1,801.86 $1,801.86 100% $1,801.86 053-602-072 HDR-CON DP Taxable $1,801.86 $1,801.86 100% $1,801.86 053-602-073 HDR-CON DP Taxable $1,801.86 $1,801.86 100% $1,801.86 053-602-074 HDR-CON DP Taxable $1,801.86 $1,801.86 100% $1,801.86 053-602-075 HDR-CON DP Taxable $1,801.86 $1,801.86 100% $1,801.86 053-602-076 HDR-CON DP Taxable $1,801.86 $1,801.86 100% $1,801.86 053-602-077 HDR-CON DP Taxable $1,801.86 $1,801.86 100% $1,801.86 053-602-078 HDR-CON DP Taxable $1,801.86 $1,801.86 100% $1,801.86 053-602-079 HDR-CON DP Taxable $1,801.86 $1,801.86 100% $1,801.86 053-602-080 HDR-CON DP Taxable $1,801.86 $1,801.86 100% $1,801.86 053-603-003 CA CA Tax-Exempt $0.00 $0.00 0% $0.00
053-603-004 HDR-TH DP Taxable $2,150.97 $2,150.97 100% $2,150.97 053-603-005 HDR-TH DP Taxable $2,150.97 $2,150.97 100% $2,150.97 053-603-006 HDR-TH DP Taxable $2,150.97 $2,150.97 100% $2,150.97 053-603-007 HDR-TH DP Taxable $2,150.97 $2,150.97 100% $2,150.97 053-603-008 HDR-TH DP Taxable $2,150.97 $2,150.97 100% $2,150.97 053-603-009 HDR-TH DP Taxable $2,150.97 $2,150.97 100% $2,150.97 053-603-010 HDR-TH DP Taxable $2,150.97 $2,150.97 100% $2,150.97 053-603-011 HDR-TH AW Tax-Exempt $0.00 $0.00 0% $0.00
053-603-012 HDR-TH DP Taxable $2,150.97 $2,150.97 100% $2,150.97 053-603-013 HDR-TH DP Taxable $2,150.97 $2,150.97 100% $2,150.97 053-603-014 HDR-TH DP Taxable $2,150.97 $2,150.97 100% $2,150.97 053-603-015 HDR-TH DP Taxable $2,150.97 $2,150.97 100% $2,150.97 053-603-018 HDR-TH UP Taxable $2,150.97 $2,150.97 0% $0.00 053-603-020 CA CA Tax-Exempt $0.00 $0.00 0% $0.00
053-603-021 HDR-TH DP Taxable $2,150.97 $2,150.97 100% $2,150.97 053-603-022 HDR-TH DP Taxable $2,150.97 $2,150.97 100% $2,150.97 Prepared by EPS 6/19/2024 Page 130 of 411
Appendix A Page 10 of 14
Assessor's Minimum Maximum Proposed
Parcel Land Tax Tax Annual Annual Tax Special Tax
Number Use [1] Category [1] Status Special Tax Special Tax Allocation Levy [2] Proposed Special Tax Levy for FY 2024-25
053-603-023 HDR-TH DP Taxable $2,150.97 $2,150.97 100% $2,150.97 053-603-024 HDR-TH DP Taxable $2,150.97 $2,150.97 100% $2,150.97 053-603-025 HDR-TH DP Taxable $2,150.97 $2,150.97 100% $2,150.97 053-603-026 HDR-TH DP Taxable $2,150.97 $2,150.97 100% $2,150.97 053-603-027 HDR-TH DP Taxable $2,150.97 $2,150.97 100% $2,150.97 053-603-028 HDR-TH DP Taxable $2,150.97 $2,150.97 100% $2,150.97 053-603-029 HDR-TH DP Taxable $2,150.97 $2,150.97 100% $2,150.97 053-603-030 HDR-TH DP Taxable $2,150.97 $2,150.97 100% $2,150.97 053-603-031 HDR-TH DP Taxable $2,150.97 $2,150.97 100% $2,150.97 053-603-032 HDR-TH DP Taxable $2,150.97 $2,150.97 100% $2,150.97 053-603-033 CA CA Tax-Exempt $0.00 $0.00 0% $0.00
053-603-034 HDR-TH DP Taxable $2,150.97 $2,150.97 100% $2,150.97 053-603-035 HDR-TH DP Taxable $2,150.97 $2,150.97 100% $2,150.97 053-603-036 HDR-TH DP Taxable $2,150.97 $2,150.97 100% $2,150.97 053-603-037 HDR-TH DP Taxable $2,150.97 $2,150.97 100% $2,150.97 053-603-038 HDR-TH DP Taxable $2,150.97 $2,150.97 100% $2,150.97 053-603-039 HDR-TH DP Taxable $2,150.97 $2,150.97 100% $2,150.97 053-603-040 HDR-TH DP Taxable $2,150.97 $2,150.97 100% $2,150.97 053-603-041 HDR-TH DP Taxable $2,150.97 $2,150.97 100% $2,150.97 053-603-042 HDR-TH DP Taxable $2,150.97 $2,150.97 100% $2,150.97 053-603-043 HDR-TH DP Taxable $2,150.97 $2,150.97 100% $2,150.97 053-603-044 HDR-TH DP Taxable $2,150.97 $2,150.97 100% $2,150.97 053-603-045 HDR-TH DP Taxable $2,150.97 $2,150.97 100% $2,150.97 053-603-046 CA CA Tax-Exempt $0.00 $0.00 0% $0.00
053-603-047 HDR-TH DP Taxable $2,150.97 $2,150.97 100% $2,150.97 053-603-048 HDR-TH DP Taxable $2,150.97 $2,150.97 100% $2,150.97 053-603-049 HDR-TH DP Taxable $2,150.97 $2,150.97 100% $2,150.97 053-603-050 HDR-TH AW Tax-Exempt $0.00 $0.00 0% $0.00
053-603-051 HDR-TH DP Taxable $2,150.97 $2,150.97 100% $2,150.97 053-603-052 HDR-TH DP Taxable $2,150.97 $2,150.97 100% $2,150.97 053-603-053 HDR-TH DP Taxable $2,150.97 $2,150.97 100% $2,150.97 053-603-054 HDR-TH DP Taxable $2,150.97 $2,150.97 100% $2,150.97 053-603-055 HDR-TH DP Taxable $2,150.97 $2,150.97 100% $2,150.97 053-603-056 HDR-TH DP Taxable $2,150.97 $2,150.97 100% $2,150.97 053-603-057 HDR-TH DP Taxable $2,150.97 $2,150.97 100% $2,150.97 053-603-058 HDR-TH DP Taxable $2,150.97 $2,150.97 100% $2,150.97 053-603-059 HDR-TH DP Taxable $2,150.97 $2,150.97 100% $2,150.97 053-603-060 HDR-TH DP Taxable $2,150.97 $2,150.97 100% $2,150.97 053-603-061 HDR-TH DP Taxable $2,150.97 $2,150.97 100% $2,150.97 053-603-062 HDR-TH DP Taxable $2,150.97 $2,150.97 100% $2,150.97 053-603-063 HDR-TH DP Taxable $2,150.97 $2,150.97 100% $2,150.97 053-603-064 HDR-TH DP Taxable $2,150.97 $2,150.97 100% $2,150.97 053-603-065 HDR-TH Exempt Tax-Exempt $0.00 $0.00 0% $0.00 053-603-066 HDR-TH DP Taxable $2,150.97 $2,150.97 100% $2,150.97 053-603-067 HDR-TH DP Taxable $2,150.97 $2,150.97 100% $2,150.97 053-603-068 HDR-TH DP Taxable $2,150.97 $2,150.97 100% $2,150.97 053-603-069 HDR-TH DP Taxable $2,150.97 $2,150.97 100% $2,150.97 053-603-070 HDR-TH DP Taxable $2,150.97 $2,150.97 100% $2,150.97 Prepared by EPS 6/19/2024 Page 131 of 411
Appendix A Page 11 of 14
Assessor's Minimum Maximum Proposed
Parcel Land Tax Tax Annual Annual Tax Special Tax
Number Use [1] Category [1] Status Special Tax Special Tax Allocation Levy [2] Proposed Special Tax Levy for FY 2024-25
053-603-071 HDR-TH DP Taxable $2,150.97 $2,150.97 100% $2,150.97 053-603-072 HDR-TH DP Taxable $2,150.97 $2,150.97 100% $2,150.97 053-603-073 HDR-TH DP Taxable $2,150.97 $2,150.97 100% $2,150.97 053-603-074 HDR-TH DP Taxable $2,150.97 $2,150.97 100% $2,150.97 053-603-075 HDR-TH DP Taxable $2,150.97 $2,150.97 100% $2,150.97 053-603-076 HDR-TH DP Taxable $2,150.97 $2,150.97 100% $2,150.97 053-603-077 HDR-TH DP Taxable $2,150.97 $2,150.97 100% $2,150.97 053-603-078 HDR-TH DP Taxable $2,150.97 $2,150.97 100% $2,150.97 053-603-079 HDR-TH DP Taxable $2,150.97 $2,150.97 100% $2,150.97 053-603-080 HDR-TH DP Taxable $2,150.97 $2,150.97 100% $2,150.97 053-603-081 HDR-TH DP Taxable $2,150.97 $2,150.97 100% $2,150.97 053-603-082 HDR-TH DP Taxable $2,150.97 $2,150.97 100% $2,150.97 053-603-083 HDR-TH DP Taxable $2,150.97 $2,150.97 100% $2,150.97 053-603-084 CA CA Tax-Exempt $0.00 $0.00 0% $0.00
053-604-001 CA CA Tax-Exempt $0.00 $0.00 0% $0.00
053-604-002 HDR-EFF DP Taxable $1,350.27 $1,350.27 100% $1,350.27 053-604-003 HDR-EFF DP Taxable $1,350.27 $1,350.27 100% $1,350.27 053-604-004 HDR-EFF DP Taxable $1,350.27 $1,350.27 100% $1,350.27 053-604-005 HDR-EFF DP Taxable $1,350.27 $1,350.27 100% $1,350.27 053-604-006 HDR-EFF DP Taxable $1,350.27 $1,350.27 100% $1,350.27 053-604-007 HDR-EFF DP Taxable $1,350.27 $1,350.27 100% $1,350.27 053-604-008 HDR-EFF DP Taxable $1,350.27 $1,350.27 100% $1,350.27 053-604-009 HDR-EFF DP Taxable $1,350.27 $1,350.27 100% $1,350.27 053-604-010 HDR-EFF DP Taxable $1,350.27 $1,350.27 100% $1,350.27 053-604-011 HDR-EFF AW Tax-Exempt $0.00 $0.00 0% $0.00
053-604-012 HDR-EFF DP Taxable $1,350.27 $1,350.27 100% $1,350.27 053-604-013 HDR-EFF DP Taxable $1,350.27 $1,350.27 100% $1,350.27 053-604-014 HDR-EFF DP Taxable $1,350.27 $1,350.27 100% $1,350.27 053-604-015 HDR-EFF DP Taxable $1,350.27 $1,350.27 100% $1,350.27 053-604-016 HDR-EFF DP Taxable $1,350.27 $1,350.27 100% $1,350.27 053-604-017 HDR-EFF DP Taxable $1,350.27 $1,350.27 100% $1,350.27 053-604-018 HDR-EFF DP Taxable $1,350.27 $1,350.27 100% $1,350.27 053-604-019 HDR-EFF DP Taxable $1,350.27 $1,350.27 100% $1,350.27 053-604-020 HDR-EFF DP Taxable $1,350.27 $1,350.27 100% $1,350.27 053-604-021 HDR-EFF DP Taxable $1,350.27 $1,350.27 100% $1,350.27 053-604-022 CA CA Tax-Exempt $0.00 $0.00 0% $0.00
053-604-023 HDR-EFF DP Taxable $1,350.27 $1,350.27 100% $1,350.27 053-604-024 HDR-EFF DP Taxable $1,350.27 $1,350.27 100% $1,350.27 053-604-025 HDR-EFF DP Taxable $1,350.27 $1,350.27 100% $1,350.27 053-604-026 HDR-EFF DP Taxable $1,350.27 $1,350.27 100% $1,350.27 053-604-027 HDR-EFF DP Taxable $1,350.27 $1,350.27 100% $1,350.27 053-604-028 HDR-EFF DP Taxable $1,350.27 $1,350.27 100% $1,350.27 053-604-029 HDR-EFF DP Taxable $1,350.27 $1,350.27 100% $1,350.27 053-604-030 HDR-EFF DP Taxable $1,350.27 $1,350.27 100% $1,350.27 053-604-031 HDR-EFF DP Taxable $1,350.27 $1,350.27 100% $1,350.27 053-604-032 HDR-EFF AW Tax-Exempt $0.00 $0.00 0% $0.00
053-604-033 HDR-EFF DP Taxable $1,350.27 $1,350.27 100% $1,350.27 053-604-034 HDR-EFF DP Taxable $1,350.27 $1,350.27 100% $1,350.27 Prepared by EPS 6/19/2024 Page 132 of 411
Appendix A Page 12 of 14
Assessor's Minimum Maximum Proposed
Parcel Land Tax Tax Annual Annual Tax Special Tax
Number Use [1] Category [1] Status Special Tax Special Tax Allocation Levy [2] Proposed Special Tax Levy for FY 2024-25
053-604-035 HDR-EFF DP Taxable $1,350.27 $1,350.27 100% $1,350.27 053-604-036 HDR-EFF DP Taxable $1,350.27 $1,350.27 100% $1,350.27 053-604-037 HDR-EFF DP Taxable $1,350.27 $1,350.27 100% $1,350.27 053-604-038 HDR-EFF DP Taxable $1,350.27 $1,350.27 100% $1,350.27 053-604-039 HDR-EFF DP Taxable $1,350.27 $1,350.27 100% $1,350.27 053-604-040 HDR-EFF DP Taxable $1,350.27 $1,350.27 100% $1,350.27 053-604-041 HDR-EFF DP Taxable $1,350.27 $1,350.27 100% $1,350.27 053-604-042 HDR-EFF DP Taxable $1,350.27 $1,350.27 100% $1,350.27 053-604-043 HDR-EFF DP Taxable $1,350.27 $1,350.27 100% $1,350.27 053-604-044 HDR-EFF DP Taxable $1,350.27 $1,350.27 100% $1,350.27 053-604-045 HDR-EFF DP Taxable $1,350.27 $1,350.27 100% $1,350.27 053-604-046 HDR-EFF DP Taxable $1,350.27 $1,350.27 100% $1,350.27 053-604-047 HDR-EFF DP Taxable $1,350.27 $1,350.27 100% $1,350.27 053-604-048 HDR-EFF DP Taxable $1,350.27 $1,350.27 100% $1,350.27 053-604-049 HDR-EFF DP Taxable $1,350.27 $1,350.27 100% $1,350.27 053-604-050 HDR-EFF DP Taxable $1,350.27 $1,350.27 100% $1,350.27 053-604-051 HDR-EFF DP Taxable $1,350.27 $1,350.27 100% $1,350.27 053-604-052 HDR-EFF AW Tax-Exempt $0.00 $0.00 0% $0.00
053-604-053 HDR-EFF DP Taxable $1,350.27 $1,350.27 100% $1,350.27 053-604-054 HDR-EFF DP Taxable $1,350.27 $1,350.27 100% $1,350.27 053-604-055 HDR-EFF DP Taxable $1,350.27 $1,350.27 100% $1,350.27 053-604-056 HDR-EFF DP Taxable $1,350.27 $1,350.27 100% $1,350.27 053-604-057 HDR-EFF DP Taxable $1,350.27 $1,350.27 100% $1,350.27 053-604-058 HDR-EFF DP Taxable $1,350.27 $1,350.27 100% $1,350.27 053-604-059 HDR-EFF DP Taxable $1,350.27 $1,350.27 100% $1,350.27 053-604-060 HDR-EFF DP Taxable $1,350.27 $1,350.27 100% $1,350.27 053-604-061 HDR-EFF DP Taxable $1,350.27 $1,350.27 100% $1,350.27 053-604-062 HDR-EFF DP Taxable $1,350.27 $1,350.27 100% $1,350.27 053-604-064 CA CA Tax-Exempt $0.00 $0.00 0% $0.00
053-604-065 HDR-EFF DP Taxable $1,350.27 $1,350.27 100% $1,350.27 053-604-066 HDR-EFF DP Taxable $1,350.27 $1,350.27 100% $1,350.27 053-604-067 HDR-EFF DP Taxable $1,350.27 $1,350.27 100% $1,350.27 053-604-068 HDR-EFF DP Taxable $1,350.27 $1,350.27 100% $1,350.27 053-604-069 HDR-EFF DP Taxable $1,350.27 $1,350.27 100% $1,350.27 053-604-070 HDR-EFF DP Taxable $1,350.27 $1,350.27 100% $1,350.27 053-604-071 HDR-EFF DP Taxable $1,350.27 $1,350.27 100% $1,350.27 053-604-072 HDR-EFF DP Taxable $1,350.27 $1,350.27 100% $1,350.27 053-604-073 HDR-EFF DP Taxable $1,350.27 $1,350.27 100% $1,350.27 053-604-074 HDR-EFF AW Tax-Exempt $0.00 $0.00 0% $0.00
053-604-075 HDR-EFF DP Taxable $1,350.27 $1,350.27 100% $1,350.27 053-604-076 HDR-EFF DP Taxable $1,350.27 $1,350.27 100% $1,350.27 053-604-077 HDR-EFF DP Taxable $1,350.27 $1,350.27 100% $1,350.27 053-604-078 HDR-EFF DP Taxable $1,350.27 $1,350.27 100% $1,350.27 053-604-079 HDR-EFF DP Taxable $1,350.27 $1,350.27 100% $1,350.27 053-604-080 HDR-EFF DP Taxable $1,350.27 $1,350.27 100% $1,350.27 053-604-081 HDR-EFF DP Taxable $1,350.27 $1,350.27 100% $1,350.27 053-604-082 HDR-EFF DP Taxable $1,350.27 $1,350.27 100% $1,350.27 053-604-083 HDR-EFF DP Taxable $1,350.27 $1,350.27 100% $1,350.27 Prepared by EPS 6/19/2024 Page 133 of 411
Appendix A Page 13 of 14
Assessor's Minimum Maximum Proposed
Parcel Land Tax Tax Annual Annual Tax Special Tax
Number Use [1] Category [1] Status Special Tax Special Tax Allocation Levy [2] Proposed Special Tax Levy for FY 2024-25
053-604-084 HDR-EFF DP Taxable $1,350.27 $1,350.27 100% $1,350.27 053-605-001 CA CA Tax-Exempt $0.00 $0.00 0% $0.00
053-605-002 HDR-EFF DP Taxable $1,350.27 $1,350.27 100% $1,350.27 053-605-003 HDR-EFF DP Taxable $1,350.27 $1,350.27 100% $1,350.27 053-605-004 HDR-EFF DP Taxable $1,350.27 $1,350.27 100% $1,350.27 053-605-005 HDR-EFF DP Taxable $1,350.27 $1,350.27 100% $1,350.27 053-605-006 HDR-EFF DP Taxable $1,350.27 $1,350.27 100% $1,350.27 053-605-007 HDR-EFF DP Taxable $1,350.27 $1,350.27 100% $1,350.27 053-605-008 HDR-EFF DP Taxable $1,350.27 $1,350.27 100% $1,350.27 053-605-009 HDR-EFF DP Taxable $1,350.27 $1,350.27 100% $1,350.27 053-605-010 HDR-EFF DP Taxable $1,350.27 $1,350.27 100% $1,350.27 053-605-011 HDR-EFF AW Tax-Exempt $0.00 $0.00 0% $0.00
053-605-012 HDR-EFF DP Taxable $1,350.27 $1,350.27 100% $1,350.27 053-605-013 HDR-EFF DP Taxable $1,350.27 $1,350.27 100% $1,350.27 053-605-014 HDR-EFF DP Taxable $1,350.27 $1,350.27 100% $1,350.27 053-605-015 HDR-EFF DP Taxable $1,350.27 $1,350.27 100% $1,350.27 053-605-016 HDR-EFF DP Taxable $1,350.27 $1,350.27 100% $1,350.27 053-605-017 HDR-EFF DP Taxable $1,350.27 $1,350.27 100% $1,350.27 053-605-018 HDR-EFF DP Taxable $1,350.27 $1,350.27 100% $1,350.27 053-605-019 HDR-EFF DP Taxable $1,350.27 $1,350.27 100% $1,350.27 053-605-020 HDR-EFF DP Taxable $1,350.27 $1,350.27 100% $1,350.27 053-605-021 HDR-EFF DP Taxable $1,350.27 $1,350.27 100% $1,350.27 053-605-022 HDR-EFF DP Taxable $1,350.27 $1,350.27 100% $1,350.27 053-605-023 HDR-EFF DP Taxable $1,350.27 $1,350.27 100% $1,350.27 053-605-024 HDR-EFF DP Taxable $1,350.27 $1,350.27 100% $1,350.27 053-605-025 HDR-EFF DP Taxable $1,350.27 $1,350.27 100% $1,350.27 053-605-026 HDR-EFF DP Taxable $1,350.27 $1,350.27 100% $1,350.27 053-605-027 HDR-EFF DP Taxable $1,350.27 $1,350.27 100% $1,350.27 053-605-028 HDR-EFF DP Taxable $1,350.27 $1,350.27 100% $1,350.27 053-605-029 HDR-EFF DP Taxable $1,350.27 $1,350.27 100% $1,350.27 053-605-030 HDR-EFF DP Taxable $1,350.27 $1,350.27 100% $1,350.27 053-605-031 HDR-EFF AW Tax-Exempt $0.00 $0.00 0% $0.00
053-605-032 HDR-EFF DP Taxable $1,350.27 $1,350.27 100% $1,350.27 053-605-033 HDR-EFF DP Taxable $1,350.27 $1,350.27 100% $1,350.27 053-605-034 HDR-EFF DP Taxable $1,350.27 $1,350.27 100% $1,350.27 053-605-035 HDR-EFF DP Taxable $1,350.27 $1,350.27 100% $1,350.27 053-605-036 HDR-EFF DP Taxable $1,350.27 $1,350.27 100% $1,350.27 053-605-037 HDR-EFF DP Taxable $1,350.27 $1,350.27 100% $1,350.27 053-605-038 HDR-EFF DP Taxable $1,350.27 $1,350.27 100% $1,350.27 053-605-039 HDR-EFF DP Taxable $1,350.27 $1,350.27 100% $1,350.27 053-605-040 HDR-EFF DP Taxable $1,350.27 $1,350.27 100% $1,350.27 053-605-041 HDR-EFF DP Taxable $1,350.27 $1,350.27 100% $1,350.27 053-605-042 CA CA Tax-Exempt $2,150.97 $2,150.97 0% $0.00 053-605-043 HDR-TH DP Taxable $2,150.97 $2,150.97 100% $2,150.97 053-605-044 HDR-TH DP Taxable $2,150.97 $2,150.97 100% $2,150.97 053-605-045 HDR-TH DP Taxable $2,150.97 $2,150.97 100% $2,150.97 053-605-046 HDR-TH DP Taxable $2,150.97 $2,150.97 100% $2,150.97 053-605-047 HDR-TH DP Taxable $2,150.97 $2,150.97 100% $2,150.97 Prepared by EPS 6/19/2024 Page 134 of 411
Appendix A Page 14 of 14
Assessor's Minimum Maximum Proposed
Parcel Land Tax Tax Annual Annual Tax Special Tax
Number Use [1] Category [1] Status Special Tax Special Tax Allocation Levy [2] Proposed Special Tax Levy for FY 2024-25
053-605-048 HDR-TH DP Taxable $2,150.97 $2,150.97 100% $2,150.97 053-605-049 HDR-TH DP Taxable $2,150.97 $2,150.97 100% $2,150.97 053-605-050 HDR-TH DP Taxable $2,150.97 $2,150.97 100% $2,150.97 Total $1,334,295.25
"2425_levy"
[1] See notes below.

Land Use
MDR = Medium Density Residential
LDR = Low Density Residential
HDR-TH = High Density Residential - Townhomes
HDR-CON = High Density Residential - Condominiums'
HDR-EFF = High Density Residential - Efficiency Units
CA = Common Area
HOA = Homeowners Association Parcel
Comm = Commercial
OS = Open Space
ROW = Public right-of-way
Tax Status
DP = Developed Parcel
FM = Final Map Parcel
AW = Affordable/Work Force Parcel
[2] May not sum due to rounding.

Prepared by EPS 6/19/2024 Page 135 of 411

Item 5h
Department: Public Works
Cost Center: 5101
For Agenda of: 8/20/2024
Placement: Consent
Estimated Time: N/A
FROM: Matt Horn, Public Works Director
Prepared By: Donna King, Parking Program Manager
SUBJECT: SECOND READING AND ADOPTION OF ORDINANCE NO. 1737 (2024 SERIES) AMENDING TITLE 10, CHAPTER 36, OF THE MUNICIPAL CODE

RECOMMENDATION
Adopt Ordinance No. 1737 (2024 Series) entitled, “An Ordinance of the City Council of the City of San Luis Obispo, California, amending Title 10, Chapter 36 (Designation of Residential Parking Permit Areas), of the Municipal Code modifying the sections pertaining to Dana Street Preferential Parking District.”

POLICY CONTEXT
On January 14, 2020, City Council approved the establishment of the Dana Street preferential parking district via Resolution No. 11068 (2020 Series).

At the November 7, 2023, City Council meeting, Council directed staff to evaluate the utilization of Dana Street for public parking and to return to Council with recommendations to be implemented by the Public Works Director.

Municipal Code section 10.36.170 restricts participation within the Dana Street residential parking district to single-family properties and multifamily properties of up to eight units.

Commercial properties located on or immediately adjacent to Dana Street are eligible to receive daytime use permits only (8:00am - 6:00pm daily, see Resolution No. 11313 (2022 Series)) and restricts commercial property permits to daytime use only.

Municipal Code section 10.36.200 and Resolution No. 11068 (2020 Series) allows vehicles displaying daytime use permits to park in the Dana Street parking district during the restricted hours (8:00am and 6:00pm).

Municipal Code section 10.36.220 outlines the issuance of permits for residential districts and sets a limit of no more than two permits per residential property.

DISCUSSION

Item 5h
Background
On July 16, 2024, the City Council introduced Ordinance No. 1737 (2024 Series), amending Title 10, Chapter 36 of the Municipal Code to remove all specific language related to the Dana Street Preferential Parking District. At the same meeting, City Council approved Resolution No. 11510 (2024 Series) adjusting the interior boundaries within the existing Dana Street Preferential Parking District and delegating authority for any changes to the district to the Public Works Director until the completion of the Cultural Arts District Parking Structure (CADPS). Ordinance No. 1737 (2024 Series) is attached as Attachment A to this report and Resolution No. 11510 (2024 Series) is attached as Attachment B to this report.

The amended ordinance and resolution accomplish the goal of allowing flexibility during and after construction of the CADPS by authorizing the Public Works Director to make modifications to the district as needed and based on community input with the goal of increasing the utilization of parking on Dana Street.

Previous Council or Advisory Body Action
On January 14, 2020, Staff presented to City Council two residential parking permit district requests for approval. One of these requests was to establish a district on the 400-500 block of Dana Street. City Council approved the establishment of the Dana Street parking district via Resolution No. 11068 (2020 Series). Council also provided staff with direction to extend the district to the entire street and explore providing one parking permit for each unit for multi-family properties with 8 units or less.

On December 8, 2020, Staff presented to City Council information to expand the Dana Street Parking District boundaries to the entire street and the possible issuance of one permit per unit for multi-family properties with eight units or less. Council voted to survey the multi-family properties that would be added based on this action and for staff to return to Council with municipal code amendments and an update to the Dana Street district resolution based on the survey results.

On March 2, 2021, Council voted to introduce Ordinance No. 1694 (2021 Series) amending Municipal Code Title 10 Chapter 36 to allow multi-family properties of five to eight units to participate in the Dana Street Parking District (one permit per unit) and to adjust replacement permit fee amounts, and adopted Resolution No. 11229 (2021 Series) modifying the Residential Parking permit District for the Dana Street area establishing days and hours of operation and to include multi-family properties of five to eight units.

This action excluded one address (421 Dana Street), a parcel that contains a multi-family unit of 16 units, out of concern that issuing permits to 421 Dana would cause issuance of more permits than spaces available on the street.

On April 6, 2021, Council heard the second reading and adopted the ordinance as detailed above.

Item 5h
On March 15, 2022, Council voted to introduce Ordinance No. 1710 (2022 Series) amending Municipal Code Title 10 Chapter 36 to allow for the issuance of limited daytime use permits in the Dana Street Parking District, and adopted Resolution No. 11313 (2022 Series) modifying the Residential Parking permit District for the Dana Street area establishing the issuance of limited daytime use permits (8:00am - 6:00pm) for commercial properties. On April 19, 2022, Council adopted Ordinance No. 1710 (2022 Series).

On November 7, 2023, Council directed staff to return with proposed changes necessary to authorize the Public Works Director to implement a program that will allow for more onstreet parking utilization on Dana Street.

On July 16, 2024, the City Council introduced Ordinance No. 1737 (2024 Series), amending Title 10, Chapter 36 of the Municipal Code to remove all specific mentions of the Dana Street Preferential Parking District. At the same meeting, Resolution No. 11510 (2024 Series) was adopted, authorizing the Public Works Director to make temporary modifications to the Dana Street Parking District until completion of construction of the Cultural Arts District Parking Structure including, but not limited to adjusting the interior boundaries within the existing district, the eligible properties within the boundary, the number of permits issued to those properties, and imposing or modifying hours-of-use restrictions.

Public Engagement
In accordance with the City’s noticing requirements for proposing amendments to the Municipal Code, a legal ad was published in The New Times on July 4, 2024, 10 days prior to introduction of the ordinance and an additional legal ad will be published on August 15, 2024, 5 days prior to the second reading on August 20, 2024. Additionally, contents of the ads will be published to the City’s website, with e-notifications sent to subscribers of City News. The public will have an opportunity to provide public comment in writing prior to the meeting or as public comment during the meeting. The Council Agenda Report for the July 16, 2024, Council meeting discusses the community outreach and engagement efforts completed prior to the Public Hearing.

CONCURRENCE
The City’s Attorney’s Office and Finance Department concur with staff’s 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.

Item 5h

FISCAL IMPACT
Budgeted: No Budget Year: 2024-25
Funding Identified: N/A
Fiscal Analysis:

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

Total $ $ $ $
There are no costs or additional revenue as a result of the proposed changes.

ALTERNATIVES

1. Modify the ordinance as proposed. The City Council may modify the ordinance before adoption. Depending on the type of changes proposed, modification of the ordinance may require reintroduction and then adoption during subsequent public hearings, which will delay implementation of the ordinance.

2. Do not adopt the ordinance. Staff does not recommend this alternative since the existing Municipal Code sections which governs residential parking permit districts does not allow for good utilization of on-street parking spaces in the Dana Street Residential Parking District.

ATTACHMENTS
A - Ordinance No. 1737 (2024 Series)
B - Resolution No. 11510 (2024 Series)

O 1737
ORDINANCE NO. 1737 (2024 SERIES)

AN ORDINANCE OF THE CITY COUNCIL OF THE CITY OF SAN LUIS OBISPO, CALIFORNIA, AMENDING MUNICIPAL CODE TITLE 10,
CHAPTER 36, REGARDING STOPPING, STANDING AND PARKING

FOR CERTAIN PURPOSES OR IN CERTAIN PLACES
WHEREAS, City Council approved the establishment of the Dana Street Parking District via Resolution number 11068 (2020 Series) on January 14, 2020; and WHEREAS, on November 7, 2023, the Council of the City of San Luis Obispo directed staff to evaluate the utilization of parking on Dana Street and to return to Council with recommendations to be implemented by the Public Works Director; and WHEREAS, Dana Street occupancy counts from Spring 2024 show parking on the street is underutilized; and
WHEREAS, there is one 16-unit multi-family property located at 421 Dana Street that is presently excluded from the preferential parking district; and WHEREAS, commercial permit holders are presently restricted to daytime use only; and
WHEREAS, the construction of the Cultural Arts District Parking Structure (CADPS) is impacting parking availability on surrounding streets; and WHEREAS, the inclusion of all properties on Dana Street into the preferential parking district and the removal of existing restrictions on commercial permits will increase parking utilization on Dana Street without adding disruption to residents and businesses on Dana Street; and
WHEREAS, because construction-related disruption to parking on and around Dana Street is a temporary condition, parking needs in that area will require re-evaluation throughout and after construction, including adoption of temporary modifications to the Dana Street Parking District during construction of the CADPS.

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

SECTION 1. Section 10.36.170 of the San Luis Obispo Municipal Code, titled Designation of residential parking permit areas – Adoption of resolution, is hereby amended to read as follows:

Ordinance No. 1737 (2024 Series) Page 2
O 1737

10.36.170 Designation of residential parking permit areas—Adoption of resolution.

A. The council should, by resolution, designate an area of the city as a preferential parking permit area if the council finds that:

1. The streets in the area do not provide for paid parking controlled and regulated by the city as set forth in Chapter 10.52;

2. The streets in the area are congested with vehicles parked by persons not residing or working in the area and the designation is supported by a sixty percent majority of the affected addressed units as indicated by a city survey of the affected addressed units; or

3. Limiting the parking of vehicles along the streets in the area to vehicles registered or controlled and exclusively used by persons residing in an area or working in the area is necessary in order to preserve the character and to manage parking demand of the existing area approved by a sixty percent majority of addressed units in the area. Addressed units will be determined using the city’s address database (there may be more than one addressed unit per parcel) and will be limited to either commercial units or residential units, including non-multifamily units of less than five dwelling units, unless otherwise approved via resolution of the Council.

B. In determining whether limiting the parking of vehicles along the streets in the area to vehicles registered to or controlled and used exclusively by persons residing or working in the area is necessary in order to preserve the character of the existing area for the persons residing or working in the area, the council shall consider the negative effect of vehicles parked by persons not residing or working in the area on:

1. Environmental characteristics such as ambient noise levels and air pollution levels;

2. Pedestrian and vehicular traffic safety in the area; and

3. The burden on persons residing or working in the area gaining access to their residences or places of employment.

C. The council may, by resolution, designate an area of the city as a preferential parking permit area after holding a public hearing and making a finding that the establishment of the district represents the desire of a majority of the addressed units of the area.

Ordinance No. 1737 (2024 Series) Page 3
O 1737
SECTION 2. Section 10.36.200 of the San Luis Obispo Municipal Code, titled Limitations on parking in a preferential permit parking area, is hereby amended to read as follows:

It is unlawful for any person to stop, stand, or park a vehicle on any street identified in a resolution adopted by the council designating a preferential permit parking area during the hours and on the days set forth in such resolution except:

A. Those vehicles described in Section 10.36.180 displaying a valid permit issued as provided for by Section 10.36.220 and parked within the street block in front of the addressed unit to which the permit is issued or within one adjoining district block; or
B. Any emergency vehicle, including, but not limited to, an ambulance, fire engine, or police vehicle; or
C. A vehicle with commercial plates which is under the control of a person, who does not reside within the district, providing service for hire to property located in the designated preferential permit parking area, including but not limited to a delivery vehicle. Such vehicles cannot be parked within the area for more than twenty-four consecutive hours; or
D. Preferential permit parking area occupants wishing to sponsor guests which will exceed the number of parking permits available may contact the city parking manager and request temporary permits. If the temporary exemption is granted by the parking manager, all vehicles which have as their destination a qualified preferential permit address shall display, in clear view on the dashboard, written confirmation of the street address and date and time that the permit is valid. Issuance of sponsored guest permits shall be deemed infrequent occurrences and any regular requests for sponsored guest permits will not be authorized. This section shall not be interpreted to allow the daily parking of vehicles. Any vehicle not displaying the proper or authorized identification shall be subject to citation.

SECTION 3. Section 10.36.220 of the San Luis Obispo Municipal Code, titled Preferential parking permit – Issuance, is hereby amended to read as follows:

A. For preferential parking permits issued to residential properties, the director of public works, or their designee, will annually issue two preferential parking permits to the registered property owner, or the registered property owner’s representative, as authorized in writing, of each residential property shown with a unique number on the latest county of San Luis Obispo assessment roll within each residential preferential parking permit area established by resolution as set forth in Section 10.36.180. Qualified residential parcels that have multiple, separate addressed units shall be eligible to receive permits for each addressed unit, providing the total number of permits issued to one parcel does not exceed twice the number of residential dwelling units on the parcel.

Ordinance No. 1737 (2024 Series) Page 4
O 1737
B. For preferential parking permits issued to commercial properties, the director of public works, or their designee, will annually issue any number of preferential parking permits to the occupant of each property shown with a unique number on the latest county of San Luis Obispo assessment roll within each preferential parking permit area established by resolution as set forth in Section 10.36.180.

Qualified commercial parcels that have multiple, separate addressed units shall be eligible to receive any number of permits for each addressed unit.

C. All preferential parking permits, whether issued under subsection A or B of this section, may be picked up in person at the office of the city parking manager or will be mailed to the address of the property on written request of the property owner.

D. All preferential parking permits, whether issued under subsection A or B of this section, may be transferred by the occupant to any vehicle that is to be parked on the street and will be recognized by the city, providing they are displayed clearly. The parking permits shall be issued annually. Fees for parking permits shall be established by city council resolution. The permits shall be considered part of the occupancy of the property and shall be transferred to the new occupant upon sale of the property or upon lease of the property. New applicants must present proof of occupancy within the preferential parking district prior to permit issuance.

SECTION 4. Severability. If any subdivision, paragraph, sentence, clause, or phrase of this ordinance is, for any reason, held to be invalid or unenforceable by a court of competent jurisdiction, such invalidity or unenforceability shall not affect the validity or enforcement of the remaining portions of this ordinance, or any other provisions of the city' s rules and regulations. It is the city' s express intent that each remaining portion would have been adopted irrespective of the fact that any one or more subdivisions, paragraphs, sentences, clauses, or phrases be declared invalid or unenforceable.

SECTION 5. Environmental Determination. These amendments to Title 10 Chapter 36 of the City of San Luis Obispo Municipal Code do not constitute a “Project” under California Environmental Quality Act (CEQA) Guidelines Sec. 15378.

Ordinance No. 1737 (2024 Series) Page 5
O 1737
SECTION 6. A summary of this ordinance, together with the names of Council members voting for and against, shall be published at least five (5) days prior to its final passage, in The New Times, a newspaper published and circulated in this City. This ordinance shall go into effect at the expiration of thirty (30) days after its final passage.

INTRODUCED on the 16th day of July 2024, AND FINALLY ADOPTED by the Council of the City of San Luis Obispo on the ____ day of ____, 2024, on the following vote:

AYES:

NOES:

ABSENT:
___________________________
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

R 11510
RESOLUTION NO. 11510 ( 2024 SERIES)

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

OBISPO, CALIFORNIA, MODIFYING THE PREFERENTIAL PARKING

PERMIT DISTRICT FOR THE DANA STREET AREA OF THE CITY,

AUTHORIZING THE PUBLIC WORKS DIRECTOR TO MAKE

TEMPORARY MODIFICATIONS TO THE DANA STREET PARKING

DISTRICT
WHEREAS, City Council approved the establishment of the Dana Street Parking District via Resolution number 11068 ( 2020 Series) on January 14, 2020; and WHEREAS, on November 7, 2023, the Council of the City of San Luis Obispo directed staff to evaluate the utilization of Dana Street and to return to Council with recommendations that the Public Works Director can authorize and implement; and WHEREAS, Dana Street occupancy counts from Spring 2024 show parking on the street is underutilized, there is one 16-unit multi-family property located at 421 Dana Street that is not included in the preferential parking district, and commercial permit holders are restricted to daytime use only; and
WHEREAS, the construction of the Cultural Arts District Parking Structure CADPS) is causing impacts to parking on surrounding streets; and WHEREAS, the inclusion of all properties on Dana Street and removing existing restrictions on permits will increase parking utilization on Dana Street without adding disruption to residents and businesses on Dana Street; and WHEREAS, the Council of the City of the City of San Luis Obispo has held a public hearing to consider the modification of the Dana Street Preferential Parking Permit District and has determined that allowing the Public Works Director authorization to make temporary modifications to the Dana Street Parking district will provide better utilization of parking spaces on Dana Street while balancing the effects of the construction of CADPS.

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

SECTION 1. Pursuant to Section 10.36.170 et seq. of the San Luis Obispo Municipal Code, the preferential parking permit district boundaries are hereby established to include all residential addresses on Dana Street and the commercial properties located at the corners of Dana and Nipomo Streets as shown in Exhibit A.

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Resolution No. 11510 ( 2024 Series) Page 2
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SECTION 2. No vehicles other than emergency vehicles, vehicles with commercial plates that is under the control of a person who does not reside in the area that is providing service for hire to property located in the designated residential parking permit district area, or vehicles having a residential parking permit clearly displayed between the windshield and the rearview mirror shall park on Dana Street from 8:00 a.m. to 2:00 a.m. daily.

SECTION 3. The Public Works Director shall be directed to post the district with signs that clearly state these restrictions.

SECTION 4. The Public Works Director shall issue preferential parking permits as permitted in Section 10.36.220 of the Municipal Code. Permits shall be issued for a year effective September 15th of each year.

SECTION 5. Approval. The Public Works Director or their designee is authorized to make temporary modifications to the Dana Street Parking District until the completion of construction of CADPS including but not limited to adjusting the interior boundaries within the existing district, the eligible properties within the boundary, the number of permits issues to those properties, and imposing or modifying hours-of-use restrictions.

SECTION 6. Notification. Staff will provide advance notification to the district properties to provide an opportunity for input through mailed notices and community meetings prior to implementation of any changes authorized by the Public Works Director.

SECTION 7. Report to Council. Upon completing construction and the opening of the Cultural Arts District Parking Structure, Staff shall review the utilization of the Dana Street District and evaluate the need for a continued residential district on Dana Street and return to Council with recommendations.

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SECTION 8. Environmental Review. The California Environmental Quality Act CEQA) does not apply to the recommended action in this report because the recommended action does not constitute a “Project” under CEQA Guidelines Sec. 15378.

The adoption of parking structure and parking permit rates is considered an administrative activity of a government agency that will not result in direct or indirect physical impacts on the environment.

Upon motion of Council Member Shoresman, seconded by Vice Mayor Pease, and on the following roll call vote:

AYES: Council Member Francis, Marx, Shoresman, Vice Mayor Pease, and Mayor Stewart
NOES: None
ABSENT: None
The foregoing resolution was adopted this 16th day of July 2024.

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
Docusign Envelope ID: 2926833B- C9E7-40F6-BCEE- 3B61A98A69BB 7/ 19/ 2024 | 10: 09 AM PDT

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Item 5i
Department: Human Resources
Cost Center: 2007
For Agenda of: 8/20/2024
Placement: Consent
Estimated Time: N/A
FROM: Erica A. Stewart, Mayor
Prepared By: Nickole Domini, Human Resources Director
SUBJECT: APPROVAL OF CITY MANAGER CONTRACT AND APPOINTMENT OF

CITY MANAGER

RECOMMENDATION

1. Adopt a Draft Resolution entitled, “A Resolution of the City Council of the City of San Luis Obispo, California, approving a Contract of Employment for City Manager”; and

2. Appoint Whitney McDonald as City Manager; and

3. Adopt a Regular Salary Schedule as required by California Public Employees Retirement System (CalPERS).

POLICY CONTEXT
The appointed officials of the City of San Luis Obispo consist of the City Manager and a City Attorney. Such officials shall be appointed by and may be removed only by the affirmative votes of a majority of the members of the Council pursuant to Article VII, Section 701 of the City Charter. Compensation of officials shall be set by resolution or ordinance pursuant to Charter Section 711.

DISCUSSION
Background
In February 2024, after 12 years of serving the City of San Luis Obispo, including the last six and a half as City Manager, Derek Johnson announced his resignation to become the first Chief Executive Officer for the County of Marin. His last day was April 26, 2024.

The City Council appointed the current Assistant City Manager, Whitney McDonald, as Interim City Manager to assist with the transition. Additionally, the City Council appointed Mayor Erica A. Stewart and Council Member Michelle Shoresman to serve on an Ad Hoc Committee to guide and direct an executive recruiter during a national search for San Luis Obispo’s next City Manager.

The City conducted a thorough, nationwide recruitment that yielded 59 highly qualified applicants from multiple states. At the conclusion of an exhaustive process, the City Council selected Whitney McDonald as its next City Manager. Ms. McDonald is the right

Item 5i
person to lead the City organization into the future and that her expertise and actionoriented, problem-solving style will help the City address the most important challenges facing the City as well as carry out the City’s ambitious Major City Goals.

Ms. McDonald brings an impressive depth and breadth of experience serving public sector agencies for the past 17 years, during which she developed particular expertise in housing, land use, development and environmental issues that are consistently among the most important challenges facing the City and our state. Over the last few months, she has supported the City Council, and led the City leadership team and organization through a seamless transition. In that time, she has enhanced public participation and advanced staff collaboration and development of alternatives presented for Council consideration. Ms. McDonald is a compassionate, collaborative, and innovative leader who has demonstrated her ability to engage our community and organization effectively.

Terms and Conditions of Employment
The Contract of Employment is attached in Exhibit A and sets forth the complete terms and conditions of the City Manager appointment. In considering appropriate compensation for the position, Council considered the highly complex nature of the job that requires development and implementation of an approximately $225 million budget, leading a staff of over 480 employees with four represented employee association/unions, and “full-service City” responsibilities (police, fire, water, wastewater services). The City Manager contract includes in part the following:

1. An annual salary of $300,040.

2. Health and welfare benefits equivalent to those offered by the City to the City Manager in accordance with Resolution 11316 (2022 Series).

3. A City contribution of 3.0% of salary to a supplemental retirement plan.

4. A $300 monthly car allowance.

5. A severance benefit consistent with industry standards.

Revised Salary Schedule
In compliance with Public Employees’ Retirement Law and the Public Employees’ Pension Reform Act of 2013 (PEPRA), CalPERS requires publicly available pay schedules. It also defines eight (8) requirements for such schedules, including that the schedule be duly approved and adopted by the employer’s governing body in accordance with requirement of applicable public meetings laws, it is posted on the employer's website, and it is retained by the employer and available for public inspection for not less than five years. Publicly available pay schedules are a critical component to verify all members’ pay rates when calculating members’ retirement benefits. Maintaining a compliant pay schedule will support transparency and expedite the CalPERS review process. The attached salary schedule meets these requirements.

Public Engagement
The Council incorporated community feedback in providing guidance to the executive recruiter and also took into account Major City Goals and other community-led initiatives when developing the candidate profile.

Item 5i

CONCURRENCE
The City Attorney’s Office reviewed and approved the Contract of Employment as to form.

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: 2024-25
Funding Identified: Yes
Fiscal Analysis:

Funding
Sources
Total Budget
Available
Current
Funding
Request
Remaining
Balance
Annual
Ongoing
Cost
General Fund $400,123 $392,990 $7,133 $392,990
State
Federal
Fees
Other:

Total $400,123 $392,990 $7,133 $392,990
This action will result in a positive fiscal impact because the total cost of the salary and benefits package will be less than what is currently budgeted. Additionally, there will be some one-time salary savings in FY 2024-25 because the appointment will not go into effect until August 20, 2024.

ALTERNATIVES
Direct the negotiating team to renegotiate compensation for the City Manager. This alternative is not recommended because the compensation proposed is aligned with previous direction provided by the Council to its labor negotiators and is incorporated into the signed conditional job offer that was drafted pursuant to Council directed negotiating parameters.

ATTACHMENTS
A - Draft Resolution approving a Contract of Employment for City Manager B - Exhibit A to Draft Resolution - Contract of Employment with Whitney McDonald as City Manager
C - Exhibit B to Draft Resolution - Regular Salary Schedule Effective August 20, 2024

R ______
RESOLUTION NO. _____ (2024 SERIES)

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

OBISPO, CALIFORNIA, APPROVING A CONTRACT OF EMPLOYMENT

FOR CITY MANAGER
WHEREAS, the City of San Luis Obispo conducted a thorough, nationwide search for a permanent City Manager; and
WHEREAS, the City Council desires to appoint Whitney McDonald to serve as the City Manager; and
WHEREAS, pursuant to Government Code section 36506 and Charter Section 711, the City Council is required to establish the compensation of the City Manager by resolution; and
WHEREAS, the City Council desires to set the salary, salary schedule, and benefits, as well as other terms and conditions of employment for the City Manager position as set forth in the attached Contract of Employment.

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

SECTION 1. Whitney McDonald is hereby appointed to the position of City Manager effective August 20, 2024, at an annual salary of $300,040 to be paid on a biweekly basis.

SECTION 2. All other benefits for the position of City Manager shall be as provided for in the Contract of Employment.

SECTION 3. The City Council hereby approves the Employment Agreement attached hereto as Exhibit A.

Resolution No. _____ (2024 Series) Page 2
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SECTION 4. The City Council hereby adopts a salary schedule for regular full-time equivalent positions as required by California Public Employees Retirement System attached hereto as Exhibit B.

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 _______________ 2024. ___________________________
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

CONTRACT OF EMPLOYMENT WITH

WHITNEY MCDONALD CITY MANAGER
THIS CONTRACT is entered into as of this 20th day of August 2024 by and between the CITY OF SAN LUIS OBISPO, State of California (hereinafter referred to as "CITY"), and WHITNEY MCDONALD, a contract employee (hereinafter referred to as “CITY MANAGER”);
WITNESSETH:

WHEREAS, Charter Section 703 provides that the SAN LUIS OBISPO CITY COUNCIL (hereinafter referred to as “COUNCIL”) is responsible for the appointment and removal of the CITY MANAGER, and
WHEREAS, the COUNCIL, on behalf of the CITY acknowledges and accepts the responsibility for supervision of the CITY MANAGER; and WHEREAS, the COUNCIL wishes to appoint a CITY MANAGER and to set the terms and conditions of said employment; and
WHEREAS, WHITNEY MCDONALD desires to accept the position of CITY MANAGER consistent with certain terms and conditions of said employment, as set forth in this CONTRACT.

NOW, THEREFORE, the parties do mutually agree as follows:

Section 1. Effective Date.

A. The appointment of WHITNEY MCDONALD is effective August 20, 2024.

B. Nothing in this Contract shall prevent, limit or otherwise interfere with the right of the COUNCIL to terminate the services of CITY MANAGER at any time, subject only to San Luis Obispo CITY Charter Section 709 and the provisions set forth in Section 12 of this Contract.

C. Nothing in this Contract shall prevent, limit or otherwise interfere with the right of CITY MANAGER to resign at any time from her position with the CITY, subject only to the provision set forth in Section 13 of this Contract.

Section 2. Duties and Salary.

A. CITY agrees to employ WHITNEY MCDONALD as full-time City Manager of the City to perform the functions and duties specified in the Charter and Municipal Code and to perform such other legally permissible and proper duties and functions as the COUNCIL may from time-to-time assign.

B. It is recognized CITY MANAGER is an exempt employee, but is expected to engage in those hours of work that are necessary to fulfill the obligations of the City Manager’s position. The parties acknowledge CITY MANAGER, in her first year of employment and until further consideration thereafter between CITY MANAGER and the Council, will not regularly participate in a formal 9-80 work schedule as is provided to department heads and certain other City employees as part of the City’s Trip Reduction Incentive Program.

However, CITY MANAGER is authorized, with appropriate
notification to Council, to from time to time modify her regular work schedule in order to take time off with pay, subject to otherwise applicable leave policies and within available leave balances, while ensuring appropriate coverage of her duties as City Manager. Leave pursuant to this provision shall not be used in lieu of vacation or administrative leave, which leave balances shall be utilized where the hours spent performing duties of the City Manager are less than forty (40) hours in a given work week.

C. COUNCIL agrees to pay CITY MANAGER, for her services rendered pursuant hereto, a starting annual base salary of $300,040, payable in installments at the same time as the other management employees of the CITY are paid. In addition, COUNCIL agrees to increase said base salary by the cost-of-living adjustment approved by the COUNCIL for all CITY management employees under any successor Management Compensation Resolutions.

Section 3. Benefits.

A. In addition to the salary set forth in Section 2 of this CONTRACT, and except as otherwise specifically set forth herein, CITY MANAGER shall be entitled to the same benefits as those offered by the CITY to the CITY MANAGER, in accordance with the Resolution 11316 (2022 Series), Resolution 8661 (1997 series) and any successors.

B. CITY MANAGER hereby agrees that her monthly car allowance will be $300 per month.