Agenda packet — San Luis Obispo City Council, December 10, 2024 (part 1 of 5)

City Council
AGENDA

Tuesday, December 10, 2024, 5:30 p.m.

Council Chambers, 990 Palm Street, San Luis Obispo
Council meetings may be viewed remotely on Channel 20, the City’s YouTube Channel, and on the City’s website under the Public Meeting Agendas web page. Attendees of City Council or Advisory Body meetings are eligible to receive one hour of complimentary parking; restrictions apply, visit Parking for Public Meetings for more details.

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 rescheduled Regular Meeting of the San Luis Obispo City Council to order.

2. PLEDGE OF ALLEGIANCE
Vice Mayor Michelle Shoresman will lead the Council in the Pledge of Allegiance.

3. PRESENTATIONS

3.a OATH OF OFFICE - ASSISTANT CITY MANAGER, SCOTT COLLINS City Manager Whitney McDonald will introduce the new Assistant City Manager, Scott Collins, and City Clerk Teresa Purrington will administer the Oath of Office.

3.b 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 5i.

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 - NOVEMBER 12, 2024 AND NOVEMBER 19, 2024 COUNCIL MINUTES
11 Recommendation:

Approve the following minutes of the City Council:
• November 12, 2024 - Rescheduled Regular Meeting
• November 19, 2024 - Regular Meeting

5.c APPROVE THE SCHEDULE OF CITY COUNCIL MEETINGS FOR
2025
25 Recommendation:

Adopt the proposed 2025 Regular City Council Meeting Schedule with meetings normally held on the first and third Tuesday of every month, with the following exceptions:

Reschedule the Regular City Council meeting of January 7 to January 14, 2025; and

1. Cancel the Regular City Council meetings of August 5 and December 16, 2025.

2. 5.d FISCAL YEAR 2023-24 DEVELOPMENT IMPACT FEE ANNUAL REPORT (AB1600)
29 Recommendation:

Adopt a Draft Resolution entitled, “A Resolution of the City Council of the City of San Luis Obispo, California, accepting the Fiscal Year 2023- 24 Annual Report on Development Impact Fees and make findings related to Impact Fees held longer than five years.”

5.e ADOPT A SUPPLEMENTAL SALARY SCHEDULE REFLECTING 2025

MINIMUM WAGE INCREASES
101
Recommendation:

Adopt a Draft Resolution entitled, “A Resolution of the City Council of the City of San Luis Obispo, California, adopting a Revised Supplemental Salary Schedule” to comply with California State law, requiring a minimum wage of $16.50 per hour effective December 19, 2024.

5.f CONSIDERATION OF THE 2024-25 DIVERSITY, EQUITY, AND

INCLUSION HIGH IMPACT GRANT FUNDING RECOMMENDATIONS
117
Recommendation:

As recommended by the Human Relations Commission,
approve the 2024-2025 DEI High Impact Grant funding
allocations in the amount of $150,000; and

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

2. 5.g AUTHORIZATION TO ACCEPT BROADBAND GRANTS FROM THE

CALIFORNIA PUBLIC UTILITIES COMMISSION
143
Recommendation:

Adopt a Draft Resolution entitled, “A Resolution of the City Council of the City of San Luis Obispo, California, accepting Broadband Grants from the California Public Utilities
Commission” authorizing the Mayor to accept a Last Mile Federal Funding Account Grant in the amount of $4,863,799 from the California Public Utilities Commission and $20,000 from the California Emerging Technology Fund; and

1. Authorize the Finance Director to appropriate $4,863,799 of awarded grant funding from the California Public Utility Commission (CPUC) to the project account (Spec. 2001063), and $20,000 to the Network Services contract services account once awarded.

2. 5.h AUTHORIZE STAFF TO SUBMIT THREE GRANT APPLICATIONS

FOR THE UPLIFT CENTRAL COAST CATALYST PARTNERSHIP

OPPORTUNITY
213
Recommendation:

Authorize staff to submit three grant applications, each requesting $250,000, for funding under the Uplift Central Coast Catalyst Partnership Opportunity. The applications will support the following programs: 1) Childcare Grants, 2) Conference Center Project Plan, and 3) DEI Small Business Grant
Program; and

1. Authorize the City Manager, or their designee, to execute all related grant documents and approve budget changes
necessary to appropriate the grant amount(s) upon notification that the grant(s) have been awarded.

2. 5.i AWARD CONTRACT TO MOTOROLA SOLUTIONS FOR BODY

WORN CAMERA, IN-CAR VIDEO HARDWARE, AND CLOUD

SERVICES
233
Recommendation:

Authorize the City Manager to award a contract to Motorola Solutions for the purchase of Body Worn Camera and In-Car Video systems; and

1. Authorize a waiver of formal bids and to cooperative purchase the Body Worn and In-Car Video equipment, as allowed under

03.24.060E of the City of San Luis Obispo Municipal Code, using the Sourcewell Contract Purchasing Agreement #042021 between Sourcewell and Motorola Solutions.

2. 6. PUBLIC HEARING AND BUSINESS ITEMS

6.a SAN LUIS OBISPO REPERTORY THEATRE LEASE AGREEMENT
(Estimated Time: 20 minutes)
323
Recommendation:

Adopt a Draft Resolution entitled, “A Resolution of the City Council of the City of San Luis Obispo, California, finding that a Lease Agreement with San Luis Obispo Repertory Theatre for certain real property owned by the City located at 610 and 614 Monterey Street, a portion of 972 Nipomo Street, and a portion of City Parking Lot No. 14 is of Public Benefit in accordance with California Government Code Section 53078 and approving the Lease Agreement” to:

Find that a 99-year lease serves the public interest of the City of San Luis Obispo by advancing arts and culture, economic development, and other public benefits, in accordance with California Government Code Section 53083; and

1. Approve a 99-year Lease Agreement between the City of San Luis Obispo and the San Luis Obispo Repertory Theatre and authorize the City Manager to execute the agreement.

2. 6.b 2025-27 FINANCIAL PLAN: SETTING THE STAGE & FIRST QUARTER BUDGET REPORT (Estimated Time: 90 minutes)
415
Recommendation:

Receive and discuss the following documents in preparation for the 2025-27 Goal Setting and Financial Plan Development Process:

1. FY 2024-25 First Quarter Budget Report

2. Setting the Stage for the 2025-27 Financial Plan

3. General Plan Implementation Report

4. 2023-25 Major City Goals Status Update

6.c CONSIDERATION OF INITIATION OF A GENERAL PLAN

AMENDMENT, SPECIFIC PLAN AMENDMENT, AND A

MODIFICATION TO AN EXISTING DEVELOPMENT AGREEMENT
(SAN LUIS RANCH LOT 7, 1675 DALIDIO DRIVE, SPEC-0020-2024) (Estimated Time: 60 minutes)
487
Recommendation:

Direct the initiation of processing the request for a General Plan Amendment and Specific Plan Amendment to accommodate an additional 276 residential units in place of a previously-approved commercial development on Lot 7 of the San Luis Ranch Specific Plan, and provide direction regarding the following issue areas to be addressed in the project design and by amendment to the existing Development Agreement: 1) the number of deed-restricted affordable housing units; 2) the timing of construction of the previously-required affordable housing component; 3) potential measures to address ongoing fiscal impacts to the City; 4) the amount and design of taxgenerating commercial development; and 5) confirmation of the application of development fees associated with the proposed development.

7. LIAISON REPORTS AND COMMUNICATIONS
Not to exceed 15 minutes. Council Members report on subcommittee assignments, listed below, and 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) Mayor
Stewart
Council Member
Francis
Council
Member Marx
Vice Mayor
Shoresman
City Selection
Committee
Nacimiento Water
Project
Airport Land
Use
SLO Climate
Coalition Liaison
Whale Rock
Commission
Community
Action
Partnership
Central Coast
Clean Energy
Zone 9 Advisory
Committee
City/University
Quarterly
Meeting
Cal Poly Campus
Planning
Committee
Air Pollution
Control District
CA Men's Colony
Citizens Advisory
Committee
Performing Arts
Center
Commission
Local Agency
Formation
Commission
Integrated
Waste
Management
Authority
Homeless
Services
Oversight
Committee
Visit SLO
County Advisory
Committee
Regional
Economic Action
Coalition

8. ADJOURNMENT
The Regular Meeting of the City Council on December 17, 2024 has been cancelled. Instead, the City Council will hold a Special Meeting on December 17, 2024 at 12:00 p.m. in the Council Hearing Room at City Hall, 990 Palm Street, San Luis Obispo.

The next rescheduled Regular Meeting of the City Council will be held on January 14, 2025 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.

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1 Council Minutes
November 12, 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: City Manager Whitney McDonald, Christine Dietrick, City Attorney, Teresa Purrington, City Clerk
_____________________________________________________________________

1. CLOSED SESSION (4:30 PM to 5:30 PM)

1.a CALL TO ORDER
Mayor Erica A. Stewart called Closed Session to order at 4:40 p.m. in the Council Hearing Room at City Hall, 990 Palm Street, San Luis Obispo with all Council Members present.

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

None
---End of Public Comment---

1.c CONFERENCE WITH LEGAL COUNSEL - ANTICIPATED LITIGATION ACTION: City Attorney Christine Dietrick indicated that the Council met in Closed Session regarding one matter of anticipated litigation the details of the potential case are on file in a California Voting Right Act demand filed by Kevin Shenkman on behalf of the Southwest Voter Project. The Council did provide continued direction to staff on a proposed resolution of that demand.

The Council could have approved a settlement provided a settlement on that demand in Closed Session but has decided not to do so and instead has directed staff to bring that forward for consideration on an open session agenda, that staff report will be published tomorrow and we will have a public meeting with an opportunity for public comment on November 19th.

1.d ADJOURNMENT
Closed Session adjourned at 5:20 p.m. The City Council held a rescheduled Regular Meeting on November 12, 2024 at 5:30 p.m. in the Council Chambers at City Hall, 990 Palm Street, San Luis Obispo.

Page 11 of 671 ends

2 2. CALL TO ORDER
A rescheduled Regular Meeting of the San Luis Obispo City Council was called to order on November 12, 2024 at 5:30 p.m. in the Council Chambers, 990 Palm Street, San Luis Obispo, by Mayor Stewart.

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

4. PRESENTATIONS

4.a NATIONAL HOSPICE AND PALLIATIVE CARE MONTH PROCLAMATION Mayor Stewart presented a proclamation declaring the month of November as "National Hospice and Palliative Care Month" to Abe Lincoln on behalf of Hospice SLO.

4.b CITY MANAGER REPORT
City Manager Whitney McDonald provided a report on upcoming projects.

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

Andrew
Barry Price
Cintia Salas
Rachael Grace Leoni
--End of Public Comment--

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

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 - OCTOBER 15, 2024 AND OCTOBER 22, 2024 Approve the following minutes of the City Council:
 October 15, 2024 - Regular Meeting
 October 22, 2024 - Special Meeting

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3 6.c AUTHORIZATION TO ADVERTISE JACK HOUSE ROOF, WIDOWS

WALK REPAIR, AND ARBOR REPLACEMENT PROJECT,
SPECIFICATION NO. 2000075-13.01

1. Approve the project plans and special provisions for the Jack House Roof, Widows Walk Repair, and Arbor Replacement Project, Specification 2000075-13.01; 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, including the Base Bid and Additive Alternate, if the lowest responsible bid is within the Publicly Disclosed Funding Limit of $397,000; and

4. Authorize the City Engineer to approve Contract Change Orders up to the available project budget: and

5. Authorize a transfer of $130,000 in funding from CIP Completed Projects, LRM Capital Outlay Fund, to the Jack House Roof, Widows Walk Repair, and Arbor Replacement project account (2000075-13.01) to support completion of the project; and

6. Authorize a transfer of $177,160 from the Jack House Arbor Fund (2001010-03.02) to Jack House Roof, Widows Walk Repair, and Arbor Replacement Project (Account 2000075-13.01).

6.d AUTHORIZATION TO ADVERTISE 1106 WALNUT TENANT
IMPROVEMENTS PROJECT, SPECIFICATION 2000577-04 AND
FENCING PROJECT, SPECIFICATION NO. 2000577-02

1. Approve the project plans and specifications for the 1106 Walnut Tenant Improvement (TI) Project, Specification No. 2000577-04 and 1106 Walnut Fencing (Fence) Project, Specification No. 2000577-02; and,

2. Authorize advertisement of the 1106 Walnut Tenant Improvement (TI) Project; and,

3. Authorize advertisement of the 1106 Walnut Fencing Project; and,

4. Authorize the City Manager to award the Construction Contract pursuant to Section 3.24.190 of the Municipal Code, for the 1106 Walnut TI project Specification No. 2000577-04 if the lowest responsible bid is within the Engineering Estimate of $1,470,000; and

5. Authorize the City Manager to award the Construction Contract pursuant to Section 3.24.190 of the Municipal Code, for the 1106 Walnut Fencing project, Specification No. 2000577-02 if the lowest responsible bid is within the Engineering Estimate of $470,000; and

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

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4 7. Authorize the City Manager to amend the total project budget with undesignated capital project funding up to the purchasing authority limit of $200,000; and,

8. Authorize the following appropriations and transfers:
a. Authorize an appropriation of $396,914.41 from the Police Impact Fees Revenue account (517.9101.47201) to Project Expenditure account (517.9101.71006) in support of the project; and b. Authorize the transfer up to $232,000 from Police Station Replacement account (2000522-03) to project account
(2000577-04); and

9. Adopt Resolution No. 11530 (2024 Series) entitled, “A Resolution of the City Council of the City San Luis Obispo, California, authorizing use of Police Impact Fees Revenue and Police Station
Replacement account to support the 1106 Walnut TI Project, Specification No. 2000577-04 and 1106 Walnut Fencing Project, Specification No. 2000577-02.”

6.e AUTHORIZE THE POLICE DEPARTMENT TO APPLY FOR FY 2024-25

BUREAU OF JUSTICE ASSISTANCE EDWARD BYRNE MEMORIAL
GRANT

1. Authorize staff to submit a grant application to the Bureau of Justice Assistance for the FY 2024-25 Edward Byrne Memorial Grant, amounting to $14,882; and

2. Authorize the City Manager or their designee to execute grant related documents and authorize the Finance Director to make the necessary budget adjustments upon the award of the grant.

6.f AUTHORIZE THE FIRE DEPARTMENT TO APPLY FOR THE SAN LUIS

OBISPO OFF-HIGHWAY VEHICLE GRANT PROGRAM

1. Authorize the Fire Department to apply to the San Luis Obispo County Off-Highway Vehicle Grant Program to replace Utility Task Vehicle-2; and

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

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5 6.g AUTHORIZE THE POLICE DEPARTMENT TO ACCEPT FISCAL YEAR 2024-25 DEPARTMENT OF JUSTICE OFFICE OF COMMUNITY

ORIENTED POLICING SERVICES GRANT AWARD

1. Authorize the Police Department to accept the Fiscal Year 2024-25 Department of Justice, Office of Community Oriented Policing Services grant award in the amount of $250,000, subject to the approval of the additional two positions and identification of funding for the City’s match requirement in the 2025-27 Financial Plan; and

2. Authorize the City Manager or their designee to execute grant related documents.

7. PUBLIC HEARING AND BUSINESS ITEMS

7.a PUBLIC HEARING TO CONSIDER A RESOLUTION TO ABANDON

PORTIONS OF SLACK STREET AND TO CONSIDER A DETACHMENT

TO ADJUST CITY LIMIT BOUNDARIES AND ACCOMMODATE A CAL
POLY FACULTY HOUSING DEVELOPMENT (STAB-0038-2024, ANNX0219-2024) (Estimated Time: 30 minutes) Community Development Director Timmi Tway and Senior Planner Callie Taylor provided an in-depth staff report and responded to Council questions.

Public Comments:

Bill Thoma
Mike McCormick
---End of Public Comment---
Motion By Council Member Marx
Second By Council Member Shoresman
Adopt Resolution No. 11531 (2024 Series) entitled, “A Resolution of the City Council of the City of San Luis Obispo, California, to Abandon portions of Slack Street Rights-of-Way and to direct City Staff to submit a Detachment Application to the San Luis Obispo Local Agency Formation Commission (LAFCO) (STAB-0038-2024 and ANNX-0219-2024)” to adjust City limit boundaries near Cal Poly University.

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

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6 7.b DOWNTOWN PARKING PROGRAM TECHNOLOGY ROADMAP
REPORT (Estimated Time: 60 minutes)
Public Works Director Matt Horn and Parking Program Manager Donna King provided an in-depth staff report and responded to Council questions.

Public Comments:

Felicia Lewis
---End of Public Comment---
Motion By Vice Mayor Pease
Second By Council Member Francis

1. Receive and file Downtown Parking Technology Roadmap; and

2. Adopt Resolution No. 11532 (2024 Series) entitled, “A Resolution of the City Council of the City of San Luis Obispo, California, to designate Flash Parking, Inc. as the standard vendor for the Gated Parking Access and Revenue Control System in City of San Luis Obispo owned and operated parking garages”; and

3. Appropriate $1,200,000 from Parking Fund Unreserved Fund Balance for purchase of Flash equipment, installation and ongoing support services; and

4. Approve and authorize staff to advertise a Request for Proposals (RFP) for multi-space pay stations, authorize the City Manager to execute a contract with selected vendor, and appropriate $600,000 from Parking Fund Unreserved Fund Balance for the purchase and installation of the multi-space pay stations with the vendor; and

5. Approve surplus of existing multi-space pay station once removed; and

6. Authorize the City Manager to extend mobile payment application contracts up to 5 years based on ongoing performance with PayByPhone; and

7. Authorize the City Manager to execute a one-year contract with automatic annual extensions for a maximum of five years with the selected Citation and Permit Management System vendor; and

8. Appropriate $100,000 from Parking Fund Unreserved Fund Balance for design of garage security fencing for existing garages, potentially utilizing the materials selected for the Cultural Arts District Parking Garage.

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

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7 7.c RECEIVE THE MISSION PLAZA ENHANCEMENT PROJECT,
SPECIFICATION NO. 91439-01, CONSTRUCTION BID AND PROJECT BUDGET UPDATE (Estimated Time: 60 minutes)
Public Works Director Matt Horn and Capital Projects Manager Sandra Golonka provided an in-depth staff report and responded to Council questions.

Public Comments:

Donna Lewis
Felicia Lewis
---End of Public Comment---
Motion By Council Member Shoresman
Second By Mayor Stewart

1. Receive a presentation on the “Mission Plaza Enhancements Project – Construction Bids and Budget Update,” Specification No. 91439-01; and

2. Approved Alternative 1b to award the full project as advertised to Quincon Incorporated and authorize the City Engineer to issue contract change orders for the Mission Plaza Enhancement Project if within the available budget and appropriate $1,106,613 of CIP Capital Reserve Balance. Authorize the City Engineer to amend RRM Design Group’s contract to perform value engineering and authorize the Finance Director to transfer any remaining balance from the Mission Plaza Enhancement Project Account (2091439) to the CIP Capital Reserve Account upon project completion.

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

8. LIAISON REPORTS AND COMMUNICATIONS
Mayor Stewart
 Attended the Cal Cities conference paid for by the City.  Attended ASI Executive Staff meeting.
 Attended First Annual Central Coast Trades awards ceremony and job fair  Met with the Anti-Defamation League and heard about the research they are doing.
 Attended the Mayor/Advisory Body Chairs Quarterly Meeting.

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8 Vice Mayor Pease
 Attended the Downtown Association Board meeting on November 12th.  San Luis Obispo Council of Government (SLOCOG) - Coast Rail coordinating a Council Quarterly meeting on November 8th in Monterey.

SLOCOG applied for Transit and Intercity Rail Capital program and was awarded $68 million.
 Attended the Cal Cities conference paid for by the City.  Was a panelist for the California Association of Student Councils TriCounty conference.

Council Member Francis
 Attended the Cal Poly Campus Planning Committee on October 20th.  Attended Cal Cities Conference paid for by the City.
 Attended a Water Treatment Plant tour on November 6th.

Council Member Marx
 Air Pollution Control District (APCD) meets November 13th in the morning.

Lawn and garden electrification program begins in January.  Integrated Waste Management Authority (IWMA) meets November 13th in the afternoon.
 Attended the Central Coast Economic Forecast meeting.  Attended Cal Cities Conference paid for by the City.

Council Member Shoresman
 Attended Homeless Services Oversight Committee (HSOC) on October 16th.  Attended the Inclusive Business Seminar.

9. ADJOURNMENT
The meeting was adjourned at 9:20 p.m. The next Regular Meeting of the City Council will be held on November 19, 2024 with Closed Session at 4:30 p.m. in the Council Hearing Room and the Regular Meeting at 5:30 p.m. in the Council Chambers at City Hall, 990 Palm Street, San Luis Obispo.

APPROVED BY COUNCIL: XX/XX/2024

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1 Council Minutes
November 19, 2024, 5:30 p.m.

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

Present:

1. CLOSED SESSION (4:30 PM to 5:30 PM)

1.a CALL TO ORDER
Mayor Erica A. Stewart called Closed Session to order at 4:30 p.m. in the Council Hearing Room at City Hall, 990 Palm Street, San Luis Obispo with all Council Members present.

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

None
---End of Public Comment---

1.c CONFERENCE WITH REAL PROPERTY NEGOTIATORS
Pursuant to Government Code §54956.8
Property: APN: 053-041-031
Property: APNs: 053-041-066 and 053-041-067
Property: APN: 053-051-033
Property: APN: 053-051-071
Property: APN: 053-181-037
Property: APN: 053-181-038
ACTION: City Attorney Christine Dietrick indicated that no reportable action was taken on this item, only direction on price and terms for the negotiation.

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2 1.d CONFERENCE WITH REAL PROPERTY NEGOTIATORS
Pursuant to Government Code §54956.8
Property: APNs: 073-341-034, 073-341-036, 073-341-037, 073-341-038, and 073-341-039
Property: APNs: 076-114-002, 076-114-028, and 076-121-014 ACTION: City Attorney Christine Dietrick indicated that no reportable action was taken on this item, only direction on price and terms for the negotiation.

1.e ADJOURNMENT
Closed Session adjourned at 5:35 p.m. The City Council held a Regular Meeting on November 19, 2024 at 5:30 p.m. in the Council Chambers at City Hall, 990 Palm Street, San Luis Obispo.

2. CALL TO ORDER
A Regular Meeting of the San Luis Obispo City Council was called to order on November 19, 2024 at 5:40 p.m. in the Council Chambers, 990 Palm Street, San Luis Obispo, by Mayor Stewart.

3. PLEDGE OF ALLEGIANCE
Mayor Erica A. Stewart led the Council in the Pledge of Allegiance.

4. PRESENTATIONS

4.a CITY MANAGER REPORT
City Manager Whitney McDonald provided a report on upcoming projects.

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

Shelby West
Andria McGhee
--End of Public Comment--

6. CONSENT AGENDA
Public Comments:

None
---End of Public Comment---

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3 Motion By Council Member Marx
Second By Vice Mayor Pease
To approve Consent Calendar Items 6a and 6b.

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 CONSIDERATION OF THE 2025-26 HUMAN SERVICES GRANT

FUNDING PRIORITIES
As recommended by the Human Relations Commission (HRC), approve the Human Services Grants (HSG) funding priorities for the 2025-26 funding year.

7. PUBLIC HEARING AND BUSINESS ITEMS

7.a CONSIDER RECOMMENDATION TO APPROVE PRE-LITIGATION

SETTLEMENT OF CALIFORNIA VOTING RIGHTS ACT DISTRICT
ELECTION DEMAND (Estimated Time: 150 minutes)
City Attorney Christine Dietrick provided an in-depth staff report and responded to Council questions.

Public Comments:

Steve McGrath
Sean Witt
John Ashbaugh
Chelsea Ruiz
Jim Dantona
Stew Jenkins
---End of Public Comment---

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4 Motion By Vice Mayor Pease
Second By Council Member Francis

1. Approve a tentative settlement agreement and related settlement documents to resolve the February 17, 2023 California Voting Rights Act District Election Demand (CVRA Demand) served on the City by Kevin Shenkman on behalf of Southwest Voter Registration Education Project (SVREP), including:
a. Settlement Agreement
b. Draft CVRA Complaint to be filed by SVREP alleging CVRA violations
c. Draft City Answer to Complaint denying CVRA allegations d. Stipulated judgment directing transition to Citywide Single Vote Council elections, beginning November 2026

2. Authorize the Mayor, City Attorney and City Manager to execute and file documents and take administrative actions necessary to implement the Settlement Agreement.

3. Appropriate $75,000 from the Fiscal Year 2023-24 General Fund Undesignated Fund Balance to be used for SVREP Attorneys' fees to date as described in the settlement agreement.

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

8. LIAISON REPORTS AND COMMUNICATIONS
Mayor Stewart
 Hosted Hawthorn Elementary 2nd grade classes at City Hall with City Manager McDonald and Deputy City Manager Hermann.
 Attended the Governors panel for Transforming California Behavioral Health System: Prop 1 and CARE Act 101 webinar
 Attended the AFP SLO County - National Philanthropy Day luncheon where Anneka Scranton was honored.

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5 Vice Mayor Pease
 Attended San Luis Obispo Council of Government (SLOCOG) & San Luis Obispo Regional Transit Authority (SLORTA).
 Attended the Lower Higuera Business Visit.
 Attended the Monthly Mayor's Meeting.

Council Member Francis
 Community Action Partnership - Board meeting is this Thursday.  Nacimiento Water Project meeting was cancelled for this month.  Attended Los Ranchos Elementary for their Blue Ribbon Ceremony.  Toured the City’s Whale Rock Plant.
 Attended the Lower Higuera Business Visit, hosted by Chamber of Commerce.

Council Member Marx
 Attended the Air Pollution Control District (APCD) on November 13th.  Integrated Waste Management Association closed escrow on a new building, released a Request for Proposals for a Rate Study to try to reduce rates.
 Attended the Lower Higuera Business Visit, hosted by the Chamber of Commerce.

Council Member Shoresman
 Toured the City’s Whale Rock Plant.
 Attended the Lower Higuera Business Visit, hosted by Chamber of Commerce.  Attended REACH Economic Development Forum at Santa Maria Airport  Attended the World Remembrance Day held by SLOCOG

9. ADJOURNMENT
The meeting was adjourned at 8:49 p.m. The next Regular Meeting of the City Council has been rescheduled to Monday, December 9, 2024 at 5:30 p.m. in the Council Chambers at City Hall, 990 Palm Street, San Luis Obispo. Council approved rescheduling the December 3rd Regular Meeting on October 15, 2024, during their review of the revised schedule of Council Meetings for 2024. _________________________
APPROVED BY COUNCIL: XX/XX/2024

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Item 5c
Department: Administration
Cost Center: 1021
For Agenda of: 12/10/2024
Placement: Consent
Estimated Time: N/A
FROM: Greg Hermann, Deputy City Manager
Prepared By: Teresa Purrington, City Clerk
SUBJECT: APPROVE THE SCHEDULE OF CITY COUNCIL MEETINGS FOR 2025

RECOMMENDATION
Adopt the proposed 2025 Regular City Council Meeting Schedule with meetings normally held on the first and third Tuesday of every month, with the following exceptions:

1. Reschedule the Regular City Council meeting of January 7 to January 14, 2025; and

2. Cancel the Regular City Council meetings of August 5, and December 16, 2025.

POLICY CONTEXT
The recommended action follows previously established practices for canceling and rescheduling meetings.

DISCUSSION
The City Council’s regular meetings are scheduled for the first and third Tuesday of every month pursuant to Section 1.1.2.1 of the Council Policies and Procedures. The proposed 2025 meeting schedule is provided for Council consideration (Attachment A).

Summer and Winter Council Meeting Schedule
Since 1994, it has been the practice of the City Council to cancel a regular meeting in the months of August and December. This practice allows the Council an opportunity to plan vacations, reduce meeting absences and maximize public participation. Historically, the first meeting in August has been canceled and, when the second meeting in December falls close to the holidays, the second meeting in December has been canceled.

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Item 5c
The draft schedule proposes to cancel the first meeting in August and the second meeting in December. In addition, due to the first meeting in January falling so close to the New Year’s Day holiday, staff is proposing to reschedule the January 7 th regular meeting to
January 14th.

Public Engagement
This is an administrative item, so no outside public engagement was completed. Public comment can be provided to the City Council through written correspondence prior to the meeting and through public testimony at the meeting.

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

FISCAL IMPACT
Budgeted: N/A Budget Year:

Funding Identified:

Fiscal Analysis:

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

Total $ $ $ $
There are no fiscal impacts associated with approving the Council meeting dates for 2025 as all expenditures related to the meetings are accounted for in the annual budget appropriation.

ALTERNATIVES

1. Council could choose to not reschedule the first meeting in January.

2. Council could choose not to cancel the first meeting in August and the second meeting in December.

ATTACHMENTS
A – Draft 2025 City Council Meeting Calendar

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Su M Tu W Th F Sa Su M Tu W Th F Sa Su M Tu W Th F Sa
1 2 3 4 1 1
5 6 7 8 9 10 11 2 3 4 5 6 7 8 2 3 4 5 6 7 8
12 13 14 15 16 17 18 9 10 11 12 13 14 15 9 10 11 12 13 14 15 19 20 21 22 23 24 25 16 17 18 19 20 21 22 16 17 18 19 20 21 22 26 27 28 29 30 31 23 24 25 26 27 28 23 24 25 26 27 28 29 30 31
Su M Tu W Th F Sa Su M Tu W Th F Sa Su M Tu W Th F Sa
1 2 3 4 5 1 2 3 1 2 3 4 5 6 7
6 7 8 9 10 11 12 4 5 6 7 8 9 10 8 9 10 11 12 13 14
13 14 15 16 17 18 19 11 12 13 14 15 16 17 15 16 17 18 19 20 21 20 21 22 23 24 25 26 18 19 20 21 22 23 24 22 23 24 25 26 27 28 27 28 29 30 25 26 27 28 29 30 31 29 30
Su M Tu W Th F Sa Su M Tu W Th F Sa Su M Tu W Th F Sa
1 2 3 4 5 1 2 1 2 3 4 5 6
6 7 8 9 10 11 12 3 4 5 6 7 8 9 7 8 9 10 11 12 13
13 14 15 16 17 18 19 10 11 12 13 14 15 16 14 15 16 17 18 19 20 20 21 22 23 24 25 26 17 18 19 20 21 22 23 21 22 23 24 25 26 27 27 28 29 30 31 24 25 26 27 28 29 30 28 29 30
31 Su M Tu W Th F Sa Su M Tu W Th F Sa Su M Tu W Th F Sa 1 2 3 4 1 1 2 3 4 5 6
5 6 7 8 9 10 11 2 3 4 5 6 7 8 7 8 9 10 11 12 13
12 13 14 15 16 17 18 9 10 11 12 13 14 15 14 15 16 17 18 19 20 19 20 21 22 23 24 25 16 17 18 19 20 21 22 21 22 23 24 25 26 27 26 27 28 29 30 31 23 24 25 26 27 28 29 {42} 28 29 30 31 30 Regular Rescheduled Mtg
City Council Meeting Schedule
December
July August
April May June
January February March
Regular Meetings
Recommend Cancellation
Holidays
September
2025
October November

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City of San Luis Obispo, Council Memorandum
City of San Luis Obispo
Council Agenda Correspondence
DATE: December 10, 2024
TO: Mayor and Council
FROM: Emily Jackson, Finance Director
Prepared By: Brent Taylor, Financial Analyst
VIA: Whitney McDonald, City Manager
SUBJECT: ITEM 5D – FISCAL YEAR 2023-2024 DEVELOPMENT IMPACT FEE ANNUAL REPORT (AB1600)
Staff received the following questions regarding the Fiscal Year 2023-24 Development Impact Fee Annual Report (AB1600). The questions are below with staff’s response shown in italics:

1. When does the city do the review of the estimated cost for the development impact fees?
The Mitigation Fee Act indicates that local agencies shall update nexus studies for impact fees every eight years. The City’s last nexus study completed and adopted on April 3, 2018. City staff is currently in process of updating the nexus studies and it is anticipated that updated studies will be adopted and new fees implemented for FY 2026-27. Information regarding various public outreach and study sessions with the City Council will be made available once the date & time of the public meetings are identified. Community members may file a written request with the City for a mailed notice of a meeting on a new or increased fee to be adopted pursuant to Government Code Section 66016.

2. In setting the City’s budgetary goals, Open Space acquisition and protection has historically been determined to be an important goal. Fund 502 was established to account for the Open Space Protection In-Lieu program. The report indicates that the Open Space In-Lieu fee was discontinued in 2018.

Is there a new or different fee that will fund Open Space acquisition? The City does not currently have a fee program for the purpose of acquiring open space within city boundaries. Any funding needed for open space acquisition must come from other sources, such as land dedication by developer, General Fund dollars and/or grants.

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Fiscal Year 2023-2024 Development Impact Fee Annual Report (AB1600) Page 2

3. The report indicates that there are some funds that will age at five years within the next year. Are there any funds that are at risk of being forfeited in the next year if not used?
The Mitigation Fee Act, Section 66001 does not require that local agencies expend fee revenue within a five-year period, rather, it requires that local agencies provide “findings” on fee revenue that has been held more than five years and unexpended. If the findings are not made as required, and/or the City is not able to justify holding the revenue for its intended purpose and nexus to the need for which the fee was collected, then the City shall refund the amounts held more than five years. The City is not at risk of funds being forfeited unless findings are not made pursuant to Section 66001 and/ or no longer has a nexus for which the fee was collected. The following fees have amounts, as of June 30, 2024, that have been held more than five years and findings are required to be made:
o Margarita Area Specific Plan Park Improvement Fee $2,817,860.18 o Airport Area Transportation Fee $332,681.50
o Los Osos Valley Road Area Transportation Fee $305,429.80 o Parking In-Lieu Fee $268,075.39
The findings have been reviewed and updated each year in which findings were required and are also included in the Fiscal Year 2023-24 annual report under the individual fee sections. If the City Council accepts these findings, the revenue is not immediately at risk of being refunded.

4. The report notes that for Fund 512 – Margarita Area Specific Plan (MASP), a project is on hold because identified land zoned for park space is privately owned, and the current owners are not interested in selling or developing the property. Where is that project and is there a fallback plan to fund another project if this one cannot be done?
The project referenced is the Margarita Area Specific Plan Park. The parcel that is zoned for the park is privately owned. To clarify, this is not a situation where the property owner is refusing or unwilling to work with the City; however, the owner has not expressed interest in selling or developing their land at this time. There is currently no other land zoned for a park in the MASP therefore, no back-up plan has been developed since the City must wait until the property owner decides to sell or develop before the land for the park can be acquired. The City is committed to holding the funds collected, which must be expended specifically for use on a park in the MASP. It should be noted that the MASP is currently undergoing an update/ amendment to allow higher density housing and mixed-use development, which, in addition to providing additional density in the area, may help encourage development of the specific plan area and therefore the park in question.

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Fiscal Year 2023-2024 Development Impact Fee Annual Report (AB1600) Page 3

5. In the section of the report related to Fund 506 – Wastewater Impact Fee, it is noted that there is a 2017 Water and Wastewater Capacity and Connection Fee Study that has identified projects that can be funded with AB 1600 revenues. What are the identified projects?
Please refer to City Council Agenda Packet, dated April 3, 2018, item #11 for copies of the nexus studies adopted by council which include list of projects. The nexus study for police, fire, parks, and transportation starts on page 29. The nexus study for water and wastewater starts on page 111.

6. The report notes that Police Impact Fees (Fund 517) were established by the City Council in 2018 to be used to help construct a new police headquarters and fund other equipment purchases to serve new development. Per the report, the City Council decided to reduce this fee below the recommended amount to minimize the impact to the affordability of new housing. Is the any discussion of raising this fee to cover a greater share of the cost of a new police headquarters?
City staff is currently working with a consultant to update impact fee nexus studies, including the Police Impact Fee. The consultant is tasked with calculating the maximum fees that can be charged to new development. The City Council will ultimately set the new fee amount. This is a tricky balancing act, in that too high of a fee could result in excessive fees that would discourage or overly burden new development from occurring and on the other hand, too low of a fee would mean that the City will need to fund impacts of new development with sources other than fees, such as the General Fund or grants. As required by the Mitigation Fee Act, the City will hold a public hearing for the adoption or increase of fees and public comment received will be considered in the decision making. Previously, per the 4/3/2018 nexus study, the portion of the $47,435,000 cost of the new police headquarters attributable to new development, which can be funded through impact fees was 17.6%, or $8,336,467.

7. Why was Fund 502 discontinued (open space)?
The specific reason for discontinuation of the fee is not known, however, a few assumptions can be made. First, it does not appear that there is any land left that is zoned for open space available for acquisition by the City within the Airport Area Specific Plan. Second, it appears to have been discontinued when the Airport Area Specific Plan was updated in 2017or 2018 and/or possibly had something to do with the approval of the Avila Ranch Development Agreement and their condition of approval for 50 acres of open space land. Avila Ranch was annexed into the City and sits within the Airport Area Specific Plan boundaries.

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Fiscal Year 2023-2024 Development Impact Fee Annual Report (AB1600) Page 4

8. Fund 512 has also been discontinued. What would happen if there were an amendment to the MASP adding more development. Would there be park impact fees and where would they be held if the fund is discontinued? After discontinuation of the MASP Park Fee, any development within the MASP (whether the MASP is amended or not), is required to pay the following park impact fees, dependent upon if the development is a subdivision or not:
o If development is a subdivision, it will pay Quimby in-lieu Fee (or dedicate land) and pay a Citywide Park Improvement Fee. Quimby fees paid would be held in Fund 501 until expended and Citywide Park Improvement Fees paid would be held in fund 519 until expended.
o If development is not a subdivision, it will pay the Citywide Park Development Impact Fee and the Citywide Park Improvement Impact Fee. Citywide Park Development Impact Fees would be held in Fund 510 until expended and Citywide Park Improvement Impact Fee would be held in Fund 519 until expended.

The discontinued MASP Park fee was a plan-based fee methodology, in which the specific cost of the MASP Park was programmed into the calculation of the fee.

Therefore, any MASP Park fees previously collected, are held in separate account (Fund 512) which are to only be used on the Development of the MASP park system. This fee was specific to mitigating the cost of the park in the MASP.

The Quimby and Citywide Park Fees are Level of Service (LOS) based fee calculations, in which the calculation of the fee is based on existing level of park service and the park amenities that City will need to maintain for new development.

Since these types of park fees are not funding specific parks and specific costs, the fees collected can be expended on any park development project within the City which will contribute to maintaining the existing level of park service for new development (except Orcutt Area – which has its own fee established and was intended to fund the entire required park system without other sources of funding).

This fee is specific to maintaining a specific level of park service and amenities throughout the City.

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Fiscal Year 2023-2024 Development Impact Fee Annual Report (AB1600) Page 5

9. Can you please provide more context to explain the below paragraph, fund and the work it pays for on Calle Joaquin?
The LOVR Transportation Impact Fee was established to create a funding mechanism for benefiting properties in the LOVR sub-area to reimburse Costco for public infrastructure improvements constructed by Costco that exceeded their fair share. The fee was established by allocating a fair share cost of the improvements to the benefiting properties within the LOVR sub-area, creating a ”reimbursement amount” due from each property when they develop. As benefiting properties develop, the City requires payment of the fee. Once payment of the fee is collected, the City then provides the fee payment to Costco which in turn, satisfies the benefiting property’s fair share contribution to the improvements constructed by Costco. Some examples of benefiting properties in the LOVR SubArea that have either recently paid or will pay this fee are the Avila Ranch Development, Tesla Dealership, and Froom Ranch Development, among others.

The Calle Joaquin Realignment is the specific improvement that Costco constructed beyond their fair share and are due reimbursement for. Conditions of approval for the Costco retail center required the realignment of Calle Joaquin South to a position on Los Osos Valley Road opposite the existing Calle Joaquin North. This also included relocation of the Motel 6 Driveway, Hwy 101 southbound onramp improvements/ reconfiguration, frontage improvements, and any wetland mitigation required by the Army Corps of Engineers. Costs of the realignment included in the fee calculation are design costs, permitting costs, acquisition costs, mitigation monitoring, and construction costs.

The fund has revenue held longer than five years and therefore requires findings.

In staffs review of the revenue and expenditures of the fund over the past several years, it was determined that LOVR Transportation Fees had been collected in prior years which were not reimbursed to Costco as required by the Reimbursement agreement with Costco. The lack of a prior reimbursement payment caused the revenue to be held more than five years. To remedy the situation, staff will make a lump-sum payment (which is inclusive of all the revenue held more than five years along with other revenue not held more than five years).

Making this lump sum payment will expend the fee revenue held more than five years and therefore, subsequent findings will not be required.

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Item 5d
Department: Finance
Cost Center: 2001
For Agenda of: 12/10/2024
Placement: Consent
Estimated Time: N/A
FROM: Emily Jackson, Finance Director
Prepared By: Brent Taylor, Financial Analyst – Infrastructure Finance SUBJECT: FISCAL YEAR 2023-24 DEVELOPMENT IMPACT FEE ANNUAL REPORT (AB1600)

RECOMMENDATION
Adopt a Draft Resolution entitled, “A Resolution of the City Council of the City of San Luis Obispo, California, accepting the Fiscal Year 2023-24 Annual Report on Development Impact Fees and make findings related to Impact Fees held longer than five years.”

POLICY CONTEXT
The Mitigation Fee Act, and specifically California Government Code 66006, requires that local agencies which have adopted and established development impact fees must, by December 31st each year, make available to the public the following information for the most recent fiscal year:
1) A brief description of the type of fee in the account or fund. 2) The amount of the fee.
3) The beginning and ending balance of the account or fund. 4) The amount of the fees collected, and the interest earned. 5) An identification of each public improvement on which fees were expended and the amount of the expenditures on each improvement, including the total percentage of the cost of the public improvement that was funded with fees. 6) (a) An identification of an approximate date by which the construction of the public improvement will commence if the local agency determines that sufficient funds have been collected to complete financing on an incomplete public improvement, and the public improvement remains incomplete.
(b) An identification of each public improvement identified in a previous report and whether construction began on the approximate date noted in the previous report. (c) For a project identified pursuant to 6(b) for which construction did not commence by the approximate date provided in the previous report, the reason for delay and a revised approximate date that the local agency will commence construction.

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Item 5d
7) A description of each interfund transfer or loan made from the account or fund, including the public improvement on which the transferred or loaned fees will be expended, and, in the case of an interfund loan, the date on which the loan will be repaid, and the rate of interest that the account or fund will receive on the loan. 8) The amount of refunds made pursuant to subdivision (e) of Section 66001, the number of persons or entities identified to receive those refunds, and any allocations pursuant to subdivision (f) of Section 66001.

In addition, The Mitigation Fee Act, California Government Code 66001, requires, that for the fifth fiscal year following the first deposit into the account or fund, and every five years thereafter, the local agency shall make all the following findings with respect to that portion of the account or fund remaining unexpended, whether committed or uncommitted:
1) Identify the purpose to which the fee is to be put.
2) Demonstrate a reasonable relationship between the fee and the purpose for which it is charged.
3) Identify all sources and amounts of funding anticipated to complete financing. 4) Designate the approximate dates on which the funding referred to is expected to be deposited into the appropriate account or fund.

When findings are required, they shall be made in connection with the Annual Report, otherwise, if the local agency is unable to make valid findings, then the local agency shall refund to the then current owner(s) the unexpended portion of the fee and any interest thereon.

REPORT-IN-BRIEF
The purpose of the Fiscal Year 2023-24 Annual Report on Development Impact Fees is to maintain compliance with The Mitigation Fee Act (“Act”), as described in the Policy Context Section above by disclosing certain information to the public. Local agencies are required under the Act to annually report on specific details of fees such as revenue amounts, expenditure amounts, available fund balances, and information about projects that fees were expended on. In addition, the Act requires local agencies to provide specific findings should there be any fee revenue held unexpended for more than five years. The Annual Report contains key information required under the Act that must be made available to the Public each year.

DISCUSSION
Background
The City of San Luis Obispo has a Capital Facilities Fee Program as detailed in Municipal Code chapter 4.56 and chapter 4.20.140 and governed under California Government Code 66000-66025. Development impact fees are imposed as a condition of approval upon new development and collected through the building permit process. Development impact fees are established for use on public facilities such as fire facilities, police

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Item 5d
facilities, transportation facilities, park facilities, water facilities and wastewater facilities.

The City of San Luis Obispo City Council has declared via Ordinance 1646 that development impact fees are required due to existing local, state and federal resources which are insufficient to meet the capital improvement infrastructure and facility needs for new development. The City has a critical need to ensure that the impacts from new development are addressed. Development impact fees are a commonly used mechanism to address this type of need.

Below is a summary of the Fees the City has established, and their intended purpose, and are included in the Annual Report for compliance with the Mitigation Fee Act:

Fund Fee Name Intended Purpose/ Use
510 Citywide Park Development Impact Fee Acquisition of Parkland (not located in a specific plan area) 519 Citywide Park Improvement Impact Fee Park facility improvements for existing and newly acquired parkland, (not located in a specific plan area)
511 OASP Park Improvement Impact Fee* Funding for 100% of the cost to construct and improve the Orcutt Area Park System (Charged to OASP Developers only)
512 MASP Park Improvement Impact Fee* DISCONTINUED - Margarita Area Specific Plan Park Improvements 507 Citywide Transportation Impact Fee*
Citywide Transportation Improvements, (not located in a specific plan area), such as interchanges, intersections, street widening, street extensions, pedestrian/ bike improvements, transit improvements and/ or reimbursements to developers
503 Airport Area Transportation Impact Fee*
DISCONTINUED - Tank Farm Road Median Improvements, Unocal Local Road, Santa Fe Extension, Buckley Extension, and Bike Paths in the Airport Area and/ or to reimburse developers
504 LOVR Area Transportation Impact Fee* Reimburse Costco for Los Osos Valley Road transportation improvements constructed
514 San Luis Ranch Area Transportation Impact Fee*
Citywide Transportation Improvements as specified for Fund 507, EXCEPT for the HWY 101/ Prado Road Interchange (Charged to San Luis Ranch Developer only)
515 OASP Area Transportation Impact Fee* Transportation improvements within the Orcutt Area Specific Plan Boundaries
506 Wastewater Impact Fee* The expansion and improvement of facilities used for sewer collection and sewer treatment
509 Water Impact Fee* The expansion and improvement of facilities used for water supply, water treatment, and water distribution
516 Fire Impact Fee* Renovations to Fire Station #1-4, to construct Fire Station #5 and to replace fire vehicles
517 Police Impact Fee* Construct new police headquarters and purchase police vehicles 501 Parkland In-Lieu Fee (Quimby)
Develop (acquire and improve) new parkland or to rehabilitate existing neighborhood park, community park or recreational facilities to serve the subdivision in which the fees were collected
502 Open Space Protection In-Lieu Fee
DISCONTINUED - Acquire new open space land, specifically in the Airport Area Specific Plan boundaries
505 Affordable Housing In-Lieu Fee Funding for the provision of affordable housing and for reasonable costs associated with the development of affordable housing 611 Parking In-Lieu Fee Develop (acquire and improve) or maintenance of parking facilities within the established in-lieu fee area
207 Public Art In-Lieu Fee Public Art in both private developments and public spaces * The fee was calculated using a plan based methodology where specific projects and costs were identified in the nexus study and the fee revenue must be used on the specified projects up to the cost used to calculate the fee.

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Item 5d
Impact Fee Summary – Revenue and Expenses
For FY 2023-24, the City of San Luis Obispo collected through its Capital Facilities Fee program a total revenue of $11,982,947.99 and expended $5,126,025.77 on eligible projects throughout the city. The impact fee revenue helped advance construction on thirty projects in the city which included two Parks Projects, fourteen Transportation Projects, and fourteen Utility Projects. Refer to Exhibit A & Exhibit B in the attached report for details on projects funded by impact fees.

In-Lieu Fee Summary – Revenue and Expenses
For FY 2023-24, the City collected through its In-Lieu Fee Programs a total revenue of $2,782,080.24 and expended $7,327,977.73 on eligible projects throughout the city. The In-Lieu fee revenue helped to advance construction on seven projects in the city which included one Affordable Housing Project, two Park Projects, one Parking Project, and two Public Art Projects. Refer to Exhibit A & Exhibit B in the attached report for details on projects funded by In-Lieu fee funds.

Fund Balances
The figures below represent the current fund balances available as of June 30, 2024, whether committed or uncommitted to a Capital Improvement Plan project and serves to illustrate the amount of funding from impact fees and in-lieu fees available to budget and expend on projects through the City’s adopted Capital Improvement Plan. In addition, any revenue held longer than five years is reflected to show the amount of the available

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Item 5d
fund balance that is subject to findings. The five-year revenue analysis and any required findings for revenue held for more than five years is included in this section and within the report under the individual fund summaries.

Impact Fee – Fund Balance Summary
In-Lieu Fee – Fund Balance Summary
Five-Year Revenue Findings
MASP Park Improvement (Fund 512) - As of June 30, 2024, there is $2,817,860.18 in revenue collected which has been held more than five years. The fund balance is intended to be used for pre-construction activities (design, planning, permitting, etc.) and the overall construction costs for a twenty-one-acre community park which will be for use by residents in the Margarita Area Specific Plan neighborhoods as well as for use by the entire San Luis Obispo community.

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Item 5d
that includes sport/athletic fields, sport courts, playground amenities, public art, and social gathering area(s). In 2005, the need for the park was identified in the Margarita Area Specific Plan and the financing strategy was identified in the Public Facilities Financing Plan for Margarita Area. The plan was amended in 2012 to adjust the equitable sharing of the cost of the purchase and construction of the Damon-Garcia Sports Fields, which is satisfying a portion of the park needs in the Margarita Area.

The chart below reflects the overall funding sources and amount anticipated to cover the costs of the future park project in the Margarita Area.

The total cost of the park project was originally estimated using a 2012 calculation. To establish the current total cost, the City applied a Consumer Price Index (CPI) adjustment from 2012 to the present.

At this time, the project is on hold because the identified land, zoned for park space, is privately owned, and the current owners are not interested in selling or developing the property. The City remains committed to using the funds collected for the MASP park whenever the landowners decide to sell or develop the site. Additionally, the project faces a lack of funding sources as the city will need to cover a substantial amount of the project costs with other yet-to-be-determined funding sources. Currently, no construction start date has been identified.

Airport Area Transportation Impact Fee (Fund 503) – As of June 30, 2024, there is an amount of $332,593.32 which has been held more than five years. The fund balance is to be used for pre-construction activities (design, planning, permitting, etc.) for two transportation improvement projects programmed in the AASP TIF program: Tank Farm Road Widening (includes the Tank Farm/Santa Fe Roundabout) and Santa Fe Road Extension. Specifically, these funds will be used to reimburse the developer of the 600 Tank Farm development for eligible costs related to these transportation improvements.

As conditions of approval, the 600 Tank Farm developer is required to design and construct portions of the Tank Farm Road Widening and Santa Fe Road Extension improvements prior to this development. As documented in detail in the AASP and related EIR, the Tank Farm Widening and Santa Fe Road Extension projects represent transportation infrastructure that is needed to mitigate the impacts of new development within the city, particularly within the AASP boundaries. The initial proportionality and nexus to new development is described in further detail in the AASP (Chapter 8, Public Facilities Financing Plan).

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Item 5d
Below is list of Projects in which these funds will be used and the anticipated amount of funding from all sources needed to complete the financing of these projects.

Funding for the remaining project components anticipated within 9 years, 2033. o For the Santa Fe Road Extension (North) Project, funding for the first component of the project, which will be constructed by 600 Tank Farm development, (approximately 40% of the planned road extension) is expected to be complete by 2025. Funding for the remaining project components anticipated within 9 years, 2033. o For the Santa Fe Road Extension (South) funding is anticipated within 9 years, 2033.

LOVR Transportation Impact Fee (Fund 504) - As of June 30, 2024, there is an amount of $305,429.80 revenue collected which have been held more than five years. The funds held are planned to be used to satisfy a portion of the remaining obligation under the Reimbursement Agreement for Realignment of Calle Joaquin South between Costco and the City of San Luis Obispo. The $305,429.80 amount held more than five years along with additional unexpended fund balance not held more than five years will be used to make a $516,787.73 lump-sum payment towards the outstanding reimbursement agreement obligation. This is expected to occur prior to December 31, 2024. The reimbursement to Costco for the realignment of Calle Joaquin South has been ongoing since 2006, with the payment amount varying from year to year based on actual LOVR TIF fees collected from new development. A balance of $1,472,278.83 will remain on this reimbursement obligation following the lump-sum payment. Timing for payment of the remaining balance under the agreement will depend on the amount of new LOVR TIF fees collected each year.

Direct Developer
Contribution %
Development
Impact Fees
%
Other Local
Funds/Grants %
Tank Farm Road Widening* $ 3,000,000.00 14% $ 13,300,000.00 60% $ 5,700,000.00 26% $ 22,000,000.00 100% Santa Fe Road Extension (North) $ - 0% $ 432,000.00 40% $ 648,000.00 60% $ 1,080,000.00 100% Santa Fe Road Extension (South) $ - 0% $ 1,000,000.00 40% $ 1,500,000.00 60% $ 2,500,000.00 100% * Includes Tank Farm/ Santa Fe Roundabout
%
Cost by Fund Source
Project TOTAL

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Item 5d
Below is a summary reflecting the project these funds will be used on and the anticipated amount of funding from all sources needed to complete the reimbursement.

Parking In-Lieu Fee Fund (Fund 611) –As of June 30, 2024, there is an amount of $268,075.39 revenue collected which has been held more than five years. Parking InLieu Fee revenues will partially fund the construction of a new public parking structure referred to as the Cultural Arts District Parking Structure. The City’s Municipal Code requires Parking In-Lieu Fees collected to be used only for the development or maintenance of parking to offset the demand requirement of new development projects within the Parking In-Lieu Fee area.

The new public parking structure is within the Parking In-Lieu Fee area and will offset parking demand requirements for new developments that do not fully satisfy their parking requirements on-site.

The Cultural Arts District Parking Structure project is funded by a combination of Parking InLieu Fee revenue and bond proceeds as summarized in the table below. Parking In-Lieu Fee revenue is received during the permitting process and deposited into the Parking Enterprise Fund. There was a delay in overall project readiness which affected the timing of bond issuance needed to fully fund the project. Proceeds from bond sales were secured in August 2023 and have since been deposited into City accounts. The remaining Parking In-Lieu Fee revenue still held by the City will be expended in FY 2024-25.

Previous Council or Advisory Body Action
The annual report and necessary findings have been filed in compliance with the Mitigation Fee Act since the adoption and implementation of the Development Impact Fee program at the City of San Luis Obispo. Below are the 3 most recent fiscal year’s Annual Reports approved by City Council.

RESOLUTION NO. 11469 (2024 SERIES)

A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF SAN LUIS OBISPO, CALIFORNIA, ACCEPTING THE 2022-23 ANNUAL REPORT ON DEVELOPMENT

IMPACT FEES AND MAKING FINDINGS RELATED TO IMPACT FEES HELD LONGER

THAN FIVE YEARS
RESOLUTION NO. 11386 (2023 SERIES)

RESOLUTION OF THE CITY COUNCIL OF THE CITY OF SAN LUIS OBISPO, CALIFORNIA, ACCEPTING THE 2021-22 ANNUAL REPORT ON DEVELOPMENT Direct Developer
Contribution %
Development
Impact Fees
%
Other Local
Funds/Grants %
Costco Reimbursement* $ - 0% $ 1,989,066.56 100% $ - 0% $ 1,989,066.56 100% *Total cost includes annual CPI adjustments to remaining reimbursement obligation, as documented in 2019 LOVR TIF Nexus Study.

Note: Costco has first priority to fees collected under the terms of the reimbursement agreement.

Project TOTAL %
Cost by Fund Source
Bond Proceeds %
Parking In-Lieu
Fees
%
Other Local
Funds/Grants %
Cultural Arts District Parking Structure $ 39,677,521.30 90% $ 4,461,573.68 10% $ - 0% $ 44,139,094.98 100% Project TOTAL %
Cost by Fund Source

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Item 5d

IMPACT FEES REAFFIRMING THE NECESSITY FOR DEVELOPMENT IMPACT FEES

AND MAKE FINDINGS RELATED TO IMPACT FEE BALANCES AND IN-LIEU FEES RESOLUTION NO. 11301 (2022 SERIES)

A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF SAN LUIS OBISPO, CALIFORNIA, ACCEPTING THE 2020-21 ANNUAL REPORT ON DEVELOPMENT

IMPACT FEES REAFFIRMING THE NECESSITY FOR DEVELOPMENT IMPACT FEES

AND MAKE FINDINGS RELATED TO IMPACT FEE BALANCES AND IN-LIEU FEES Public Engagement
The Mitigation Fee Act requires that the city post notice of availability of the Draft Annual Report fifteen days prior to the Public Hearing. On November 21, 2024, the Legal Ad was published in the New Times, a notice was posted on the Finance door/ kiosk, a news item was published to City’s website and an e-notification was sent to subscribers of Public Notices.

CONCURRENCE
The City Attorney’s Office, Finance, Public Works, Community Development, Parks and Recreation, and Utilities Departments concur with the information contained within this report.

FISCAL IMPACT
Budgeted: No Budget Year: N/A
Funding Identified: No
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

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Item 5d
The action before City Council does not have any direct fiscal impact. The Annual Report of Development Impact Fees discloses to the public fee revenue, fee expenditures, fund balance, revenue held longer than five-years, and the status of projects for which the fee will be used. The administrative cost(s) to prepare this report and to manage the impact fee program is included in the salaries of staff and in the respective department budgets.

The City recovers these costs by charging a 1.75% administrative fee through the permit process which is based on the total impact fee amount (excluding water & wastewater amounts).

ALTERNATIVES

1. Direct staff to refund fee revenue held more than five years. This alternative should only be considered if the findings presented by staff are found to be insufficient to meet the requirements of The Mitigation Fee Act. This alternative is not recommended as staff has reviewed the findings with Department Directors and the City Attorney and have been found to be sufficient to meet the requirements of the Mitigation Fee Act. In addition, refunding of impact fees held more than five years would create a monetary shortfall for the projects which are to be constructed and would ultimately need to be funded by other sources, such as the General Fund.

2. Do not approve the Fiscal Year 2023-24 Development Impact Fee Annual Report (AB1600). This alternative is not recommended as it would lead to non-compliance under The Mitigation Fee Act and require refunding of certain impact fees collected and held more than five years creating a monetary shortfall for the projects which are to be constructed.

ATTACHMENTS
A - Draft Resolution adopting the Fiscal Year 2023-24 Development Impact Fee Annual Report (AB 1600)
B - Fiscal Year 2023-24 Development Impact Fee Annual Report (AB 1600)

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R ______
RESOLUTION NO. _____ (2024 SERIES)

A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF SAN LUIS OBISPO, CALIFORNIA, ACCEPTING THE 2023-24 ANNUAL REPORT

ON DEVELOPMENT IMPACT FEES AND MAKING FINDINGS RELATED

TO DEVELOPMENT IMPACT FEES HELD LONGER THAN FIVE YEARS
WHEREAS, the City of San Luis Obispo (“City”) has an established Development Impact Fee program and collects applicable impact fees pursuant to Municipal Code Chapter 4.56; and
WHEREAS, the documents reflecting the balance in each development impact fee fund or account, accrued interest in said fund or account, and the amount of expenditure by public facility for the fiscal year have been made available for public review as required by California Government Code section 66006; and
WHEREAS, the City is required to make certain findings every five years with respect to the unexpended fund balance of certain development impact fee funds pursuant to California Government Code section 66001; and NOW, THEREFORE, BE IT RESOLVED by the Council of the City of San Luis Obispo as follows/or that (whatever action is needed):

SECTION 1. Recitals. All the above recitals are true and correct and are incorporated herein by this reference.

SECTION 2. Acceptance. The 2023-24 Annual Report on Development Impact Fees, attached hereto as Exhibit A, is hereby accepted.

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Resolution No. _____ (2024 Series) Page 2
R ______
SECTION 3. Findings. The findings reflected in the 2023-24 Annual Report on Development Impact Fees, related to fee revenue held longer than five years are hereby adopted.

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

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AB1600 2023-24 Annual Report Page 0
FISCAL YEAR 2023-24
City of San Luis Obispo, California
AB 1600

DEVELOPMENT

IMPACT FEE

ANNUAL REPORT

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AB1600 2023-24 Annual Report Page 1
Table of Contents
City of San Luis Obispo – Capital Facilities Fee Program ________________________________ Page 2 Revenue & Expense Summary for FY 2023-24 ________________________________________ Page 6 Fund Balance Summary for FY 2023-24 _____________________________________________ Page 7 Parks Improvement and Parkland Acquisition Impact Fees
Citywide Parkland Development Impact Fee Fund _______________________________ Page 9 Citywide Parkland Improvement Impact Fee Fund ______________________________ Page 10 Orcutt Area Park Impact Fee Fund __________________________________________ Page 11 Margarita Area Impact Fee Fund ___________________________________________ Page 13 Transportation Impact Fees
Citywide Transportation Impact Fee Fund ____________________________________ Page 16 Airport Area Transportation Impact Fee Fund _________________________________ Page 18 Los Osos Valley Road Transportation Impact Fee Fund __________________________ Page 20 San Luis Ranch Transportation Impact Fee Fund _______________________________ Page 22 Orcutt Area Transportation Impact Fee Fund __________________________________ Page 23 Wastewater and Water Impact Fees
Wastewater Impact Fee Fund ______________________________________________ Page 26 Water Impact Fee Fund ___________________________________________________ Page 27 Emergency Services Impact Fees
Fire Impact Fee Fund _____________________________________________________ Page 29 Police Impact Fee Fund ___________________________________________________ Page 30 In-Lieu Fees
Parkland In-Lieu Fee Fund _________________________________________________ Page 32 Open Space Protection In-Lieu Fee Fund ______________________________________Page 33 Affordable Housing Inclusionary In-Lieu Fee Fund ______________________________ Page 34 Parking In-Lieu Fee Fund __________________________________________________ Page 36 Public Art In-Lieu Fund ___________________________________________________ Page 38 Exhibit A – Project Details List ___________________________________________________ Page 39 Exhibit B – Historical Project Expenditures _________________________________________ Page 44 Exhibit C – Fiscal Year 2023-24 Fee Amounts _______________________________________ Page 50

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AB1600 2023-24 Annual Report Page 2
City of San Luis Obispo – Capital Facilities Fee Program Overview of Program
The City of San Luis Obispo has a Capital Facilities Fee Program as detailed in Municipal Code 4.56 and 4.20.140 and governed under California Government Code 66000-66025, also known as the Mitigation Fee Act.

Development Impact Fees are imposed as a condition of approval upon new development and collected through the building permit process. The Development Impact Fees are established for use on public facilities such as fire facilities, police facilities, transportation facilities, park facilities, water facilities and wastewater facilities. The City of San Luis Obispo City Council has declared via Ordinance 1646 that development impact fees are required due to existing local, state and federal resources which are insufficient to meet the capital improvement infrastructure and facility needs for new development. The city has a critical need to ensure that the impacts from new development are addressed. Development Impact Fees are a commonly used mechanism to address this type of need.

Program Updates
To maintain compliance with the Mitigation Fee Act, it is recommended that every eight years an update to the Development Impact Fees is completed through a Nexus Study to determine the maximum level of fees that can be attributed to new development and do not impede or burden new development from occurring. In addition, staff should request to have fees updated upon receipt of updated cost estimates or changes to the scope of the project to minimize the risk of inadequate funding and ensure sufficient fees are collected to fund all or a portion of the project. Below is summary of the most recent updates to the fee programs. The city is currently in process of updating all Development Impact Fees which are expected to be implemented starting in FY 2026-27.

NOTE: Impact Fees are escalated by inflation each year, City currently uses the California Cost of Construction Index (CCCI).

Fund Fee Name Established Last Updated
510 Citywide Park Development 4/3/2018 4/3/2018
519 Citywide Park Improvement 4/3/2018 4/3/2018
511 OASP Park Improvement 3/2/2010 11/15/2016
512 MASP Park Improvement 2/1/2005 Discontinued
507 Citywide Transportation 4/3/2018 7/2/2019
503 Airport Area Transportation 8/23/2005 Discontinued
504 LOVR Area Transportation 4/3/2018 7/2/2019
514 San Luis Ranch Area Transportation 4/3/2018 7/2/2019 515 OASP Area Transportation 3/2/2010 10/16/2018
506 Wastewater 4/3/2018 6/4/2019
509 Water 4/3/2018 4/3/2018
516 Fire 4/3/2018 4/3/2018
517 Police 4/3/2018 4/3/2018
501 Parkland In-Lieu (Quimby) 4/3/2018 4/3/2018
502 Open Space Protection In-Lieu 8/23/2005 Discontinued 505 Affordable Housing In-Lieu 1/19/1999 8/16/2022
611 Parking In-Lieu 9/3/2002 1/3/2006
207 Public Art In-Lieu 8/15/2000 9/18/2018

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AB1600 2023-24 Annual Report Page 3
Definition of Fees which are Subject to the Mitigation Fee Act According to California Government Code Section 66000(b), a “Fee” means a monetary exaction other than a tax or special assessment, whether established for a broad class of projects by legislation of general applicability or imposed on a specific project on an ad hoc basis, that is charged by a local agency to the applicant in connection with approval of a development project for the purpose of defraying all or a portion of the cost of public facilities related to the development project, but does not include fees specified in Section 66477, fees for processing applications for governmental regulatory actions or approvals, fees collected under development agreements adopted pursuant to Article 2.5 (commencing with Section 65864) of Chapter 4, or fees collected pursuant to agreements with redevelopment agencies that provide for the redevelopment of property in furtherance or for the benefit of a redevelopment project for which a redevelopment plan has been adopted pursuant to the Community Redevelopment Law (Part 1 (commencing with Section 33000) of Division 24 of the Health and Safety Code).

Mitigation Fee Act - Overview
The Mitigation Fee Act sets forth the procedural requirements for establishing, collecting, and expending Development Impact Fees. These procedures require that a reasonable relationship, or nexus, must exist between a governmental exaction and the purpose of the condition. The Mitigation Fee Act applies to all local agencies in the state, including all general law and charter cities, (California Government Code 66000(c)), however, the Mitigation Fee Act does not apply to every fee or exaction collected by a local agency. The Mitigation Fee Act only applies when a local agency establishes, increases, or imposes a fee as a condition of approval of a development project to defray all or a portion of the cost of public facilities related to the project (California Government Code 66001). "Public Facilities" are defined to include public improvements, public services, and community amenities (California Government Code 66000(d)). Three key requirements of the Mitigation Fee Act that determine the structure, scope and amounts of the Development Impact Fee Program are:
o Development Impact Fee revenue must be collected and used to cover the cost of capital facilities and infrastructure that are required to serve only new development and future growth in the city. Fees cannot be used to cover cost of operation or maintenance of those facilities. o Development Impact Fee revenue can only be used to pay for new or expanded capital facilities needed to accommodate growth. Fees cannot be used to cover the cost of existing deficiencies. o Development Impact Fees must be based on a reasonable nexus between new development and the costs of capital facilities needed to accommodate the future growth.

Accounting Requirements for Development Impact Fees
Development Impact Fees collected by the City shall be deposited with the other fees for the improvement in a separate capital facilities account or fund in a manner to avoid any commingling of the fees with other revenues and funds. In addition, the city must expend those fees solely for the purpose for which the fee was collected.

Any interest income earned by moneys in the capital facilities account or fund shall be deposited in that account or fund and shall be expended only for the purpose for which the fee was originally collected. (California Government Code 66006(a)).

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AB1600 2023-24 Annual Report Page 4
Annual Report Requirements
The Mitigation Fee Act requires that for each separate account or fund established, the City shall within 180 days after the last day of each fiscal year, make available to the public the following information for the prior fiscal year:
1) A brief description of the type of fee in the account or fund. 2) The amount of the fee.
3) The beginning and ending balance of the account or fund. 4) The amount of the fees collected, and the interest earned. 5) An identification of each public improvement on which fees were expended and the amount of the expenditures on each improvement, including the total percentage of the cost of the public improvement that was funded with fees.
6) (a) An identification of an approximate date by which the construction of the public improvement will commence if the local agency determines that sufficient funds have been collected to complete financing on an incomplete public improvement, and the public improvement remains incomplete. (b) An identification of each public improvement identified in a previous report and whether construction began on the approximate date noted in the previous report (c) For a project identified pursuant to 6(b) for which construction did not commence by the approximate date provided in the previous report, the reason for delay and a revised approximate date that the local agency will commence construction.
7) A description of each interfund transfer or loan made from the account or fund, including the public improvement on which the transferred or loaned fees will be expended, and, in the case of an interfund loan, the date on which the loan will be repaid, and the rate of interest that the account or fund will receive on the loan.
8) The amount of refunds made, the number of persons or entities identified to receive those refunds, and any allocations pursuant to Section (f) of Government Code 66001.

The information referred to in this report provides a breakdown of the individual fund balances on hand as of June 30, 2024, based on unaudited financial information and is submitted to satisfy the annual report requirements listed above. As required by the Mitigation Fee Act, this Annual Report of Development Impact Fees was available for public inspection at least 15 days prior to the City Council’s public meeting. On November 21, 2024, the Legal Ad was published in the New Times, a notice was posted on the Finance door/ kiosk, a news items was published to City’s website and an e-notification was sent to subscribers of Public Notices.

Five Year Revenue Analysis Requirements
The Mitigation Fee Act requires that each fee collected to mitigate a specific impact must be spent within five years of collection. If the fee is held beyond this time frame due to specific circumstances or insufficient collection for the needed improvements, the city must make specific findings to continue holding the fees. Otherwise, if the findings are not made as required the fees are subject to refund. The requirements for the findings that must be made for funds held more than five years are as follows:
1) Identify the purpose to which the fee is to be put.
2) Demonstrate a reasonable relationship between the fee and the purpose for which it is charged. 3) Identify all sources and amounts of funding anticipated to complete financing in incomplete improvements identified.
4) Designate the approximate dates on which the funding referred to in item 3 is expected to be deposited into the appropriate account or fund.

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AB1600 2023-24 Annual Report Page 5
Project Details
Exhibit A reflects a complete detailed list of projects which are being funded by impact fees collected and reported through this annual report. Details of projects include Construction Start Date, Project Status, Total Estimated Project Cost, Estimated Project Cost Fund by Fees, % of Project Funded by Fees, Fees Expended to Date, and the % of Fees Funded.

Historical Expenditure Amounts
Exhibit B reflects a complete detailed list of projects in which expenses were incurred since FY 2018-19. Each fund’s expenditures are organized by fiscal year and summarize the total expenditures for a given project over the past 6 years.

Fee Schedule
Exhibit C reflects the applicable amount of impact fees and in-lieu fees charged to new development and collected through the building permit process as conditions of approval for FY 2023-24.

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AB1600 2023-24 Annual Report Page 6
Revenue and Expense Summary for FY 2023-24
Impact Fee Summary
For FY 2023-24 the City of San Luis Obispo collected through its Capital Facilities Fee program a total revenue of $11,982,947.99 and expended $5,126,025.77 on eligible projects throughout the city. The impact fee revenue helped to advance construction on thirty projects in the city which included two Parks Projects, fourteen Transportation Projects, and fourteen Utility Projects. Refer to Exhibit A & Exhibit B for details on projects funded by impact fees.

In-Lieu Fee Summary
For FY 2023-24 the City of San Luis Obispo collected through its In-Lieu Fee Programs a total revenue of $2,782,080.24 and expended $7,327,977.73 on eligible projects throughout the city. The In-Lieu fee revenue helped to advance construction on seven projects in the city which included two Affordable Housing Project, two Park Projects, one Parking Project, and two Public Art Projects. Refer to Exhibit A & Exhibit B for details on projects funded by In-Lieu fee funds.

Fund Balance Summary for FY 2023-24
Fund Name Revenue/ Interest Expenditures # of Projects
510 Citywide Park Development $ 392,401.13 $ - 0
519 Citywide Park Improvement $ 806,578.39 $ 51,716.13 1 511 OASP Park Improvement $ 233,350.01 $ 441,191.89 1
512 MASP Park Improvement $ 99,249.14 $ - 0
507 Citywide Transportation $ 1,215,695.41 $ 711,136.53 9 503 Airport Area Transportation $ 27,958.46 $ 308,600.08 3 504 LOVR Area Transportation $ 222,953.65 $ 22,885.69 1 514 San Luis Ranch Area Transportation $ 872,118.33 $ 3,703.80 1 515 OASP Area Transportation $ 64,567.78 $ - 0
506 Wastewater $ 2,930,661.27 $ 943,559.30 6
509 Water $ 4,722,047.03 $ 2,643,232.35 8
516 Fire $ 183,956.94 $ - 0
517 Police $ 211,410.45 $ - 0
$ 11,982,947.99 $ 5,126,025.77 30
Fund Name Revenue/ Interest Expenditures # of Projects
501 Parkland In-Lieu (Quimby) $ 271,448.61 $ 1,234,968.18 2 502 Open Space Protection In-Lieu $ 600.33 $ - 0
505 Affordable Housing In-Lieu $ 1,972,090.60 $ 3,706,890.00 2 611 Parking In-Lieu $ - $ 2,104,922.15 1
207 Public Art In-Lieu $ 537,940.70 $ 281,197.40 2
$ 2,782,080.24 $ 7,327,977.73 7

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AB1600 2023-24 Annual Report Page 7
The figures below represent the current fund balances available as of 6/30/2024, whether committed or uncommitted to a Capital Improvement Plan project and serves to illustrate the amount of funding from impact fees and in-lieu fees available to budget and expend on projects through the City’s adopted Capital Improvement Plan. In addition, any revenue held longer than five years is reflected to show the amount of the available fund balance that is subject to findings. The five-year revenue analysis and any required findings for revenue held for more than five years is included within this report under the individual fund summaries.

Impact Fee Fund Balance Summary
In-Lieu Fee Fund Balance Summary
Fund Name Fund Balance Revenue Held > 5-Years
510 Citywide Park Development $ 716,240.68 $ -
519 Citywide Park Improvement $ 1,973,430.30 $ -
511 OASP Park Improvement $ 2,116,013.54 $ -
512 MASP Park Improvement $ 3,292,559.86 $ 2,817,860.18 507 Citywide Transportation $ 4,534,802.44 $ -
503 Airport Area Transportation $ 383,593.32 $ 332,681.50 504 LOVR Area Transportation $ 616,787.73 $ 305,429.80
514 San Luis Ranch Area Transportation $ 2,157,823.01 $ - 515 OASP Area Transportation $ 1,473,245.02 $ -
506 Wastewater $ 6,112,687.91 $ -
509 Water $ 8,378,371.30 $ -
516 Fire $ 283,990.20 $ -
517 Police $ 356,838.60 $ -
Total Balance $ 32,396,383.91 $ 3,455,971.48
Fund Name Fund Balance Revenue Held > 5-Years
501 Parkland In-Lieu (Quimby) $ 1,998,856.43 $ -
502 Open Space Protection In-Lieu $ 13,697.72 $ -
505 Affordable Housing In-Lieu $ (2,609,615.75) $ -
611 Parking In-Lieu $ 317,995.41 $ 268,075.39
207 Public Art In-Lieu $ 1,526,587.79 $ -
Total Balance* $ 3,857,137.35 $ 268,075.39
*Does not include negative balances

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AB1600 2023-24 Annual Report Page 8
Park Improvement and Parkland Acquisition Impact Fees

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AB1600 2023-24 Annual Report Page 9
Citywide Parkland Development Impact Fee – Fund 510
The Citywide Parkland Development Impact Fee was established in 2018 as part of the Capital Facilities Development Impact Fee Nexus Study and adopted by Resolution No. 10879 to sustain current levels of park service to new development within the city. This impact fee is intended to be used on acquisition of parkland for access and use by the entire city.

Starting in FY 2020-21, a reorganization of the impact fees funds was approved to facilitate the accounting, controlling, and reporting of development impact fees. Fund 510 was created to separate the accounting of citywide park development impact fees from Quimby In-Lieu fees, Fund 501. Transfers of $317,753.15 from the Parkland In-Lieu Quimby Fee Fund have been attributed to FY 2019-20 as a prior period adjustment.

As ofJune 30, 2024, the fund balance available for expenditures was $716,240.68. There have been no expenditures from this fund since inception, refer to Exhibit A and Exhibit B for details of projects funded by this fee. Fund balance is currently being held until a need for acquisition of parkland is identified. As of June 30, 2024, there were no funds collected that had been held more than five years.
510 - Citywide Park Development Impact Fee Fund FY 19-20 FY 20-21 FY 21-22 FY 22-23 FY 23-24 Fund Balance Beginning of Year $ - $ - $ 549,433.00 $ 658,029.82 $ 854,358.99 Prior Period Adjustment (1) $ - $ 317,753.15 $ - $ - $ - Fund Balance Beginning of Year After Adjustment $ - $ 317,753.15 $ 549,433.00 $ 658,029.82 $ 854,358.99 Interest $ - $ 87.97 $ (13,137.64) $ 10,395.73 $ 49,077.72 Impact Fees $ - $ 231,591.88 $ 121,734.46 $ 185,933.44 $ 343,323.41 Total Revenue $ - $ 231,679.85 $ 108,596.82 $ 196,329.17 $ 392,401.13 Expenses $ - $ - $ - $ - $ -
Transfers Out $ - $ - $ - $ - $ -
Total Expenditures $ - $ - $ - $ - $ -
Fund Balance End of Year $ - $ 549,433.00 $ 658,029.82 $ 854,358.99 $ 1,246,760.12 Interest Receivable - Long Term Loans (2) $ - $ - $ - $ - $ 83,693.01 Less Loans Receivable (3) $ - $ - $ 446,826.43 $ 446,826.43 $ 446,826.43 Net Fund Balance End of Year $ - $ 549,433.00 $ 211,203.39 $ 407,532.56 $ 716,240.68 Net Fund Ending Balance (6/30/24) $ 716,240.68
Less: Revenues for last five years:

Revenues FY 19-20 $ 317,753.15
Revenues FY 20-21 $ 231,679.85
Revenues FY 21-22 $ 108,596.82
Revenues FY 22-23 $ 196,329.17
Revenues FY 23-24 $ 392,401.13
Total Revenues for last five years $ 1,246,760.12
Funds Held in Excess of Five Years $ (530,519.44) if positive, then subject to findings Notes
Five Year Revenue Analysis
(1) Prior Period Adjustment related to transfer in from Fund 501 attributed to FY 2019/ 2020. (2) Interest Receivable - Long Term Loans is related to interest on deferred payment of impact fees related to affordable housing developments and reduces the amount of available funding.
(3) Loans Receivable are related to deferred payment of impact fees related to affordable housing developments and reduces the amount of available funding.

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AB1600 2023-24 Annual Report Page 10
Citywide Park Improvement Impact Fee – Fund 519
The Citywide Park Improvement Impact Fee was established in 2018 as part of the Capital Facilities Development Impact Fee Nexus Study and adopted by Resolution No. 10879 to sustain current levels of park service to new development within the City. This impact fee is intended to be used on the improvement of facilities for existing and newly acquired parkland intended for access and use by the entire city.

Starting in FY 2020-21, a reorganization of the impact fee funds was approved to facilitate the accounting, controlling, and reporting of development impact fees. Fund 519 was created to separate the accounting of citywide park improvement impact fees from Quimby In-Lieu fees, Fund 501. Transfers of $320,032.52 from the Parkland In-Lieu Quimby Fee Fund have been attributed to FY 2019-20 as a prior period adjustment.

As of June 30, 2024, the fund balance available for expenditures was $1,973,430.30. Expenditures from fund balance totaled $51,716.13, refer to Exhibit A and Exhibit B for details of projects which are being funded with this fee. As of June 30, 2024, there were no funds collected that had been held more than five years. 519 - Citywide Park Improvement Impact Fee Fund FY 19-20 FY 20-21 FY 21-22 FY 22-23 FY 23-24 Fund Balance Beginning of Year $ - $ - $ 837,762.15 $ 1,008,615.38 $ 1,421,721.92 Prior Period Adjustment (1) $ - $ 320,032.52 $ - $ - $ - Fund Balance Beginning of Year After Adjustment $ - $ 320,032.52 $ 837,762.15 $ 1,008,615.38 $ 1,421,721.92 Interest $ - $ 108.72 $ (20,015.16) $ 16,423.70 $ 84,786.78 Impact Fees $ - $ 517,620.91 $ 190,868.39 $ 396,682.84 $ 721,791.61 Total Revenue $ - $ 517,729.63 $ 170,853.23 $ 413,106.54 $ 806,578.39 Expenses $ - $ - $ - $ - $ 51,716.13
Transfers Out $ - $ - $ - $ - $ -
Total Expenditures $ - $ - $ - $ - $ 51,716.13
Fund Balance End of Year $ - $ 837,762.15 $ 1,008,615.38 $ 1,421,721.92 $ 2,176,584.18 Accounts Receivable - SCIP Impact Fee Distributions(2) $ - $ - $ - $ - $ 60,755.74 Less Interest Receivable - Long Term Loans (3) $ - $ - $ - $ - $ 9,960.45 Less Loans Receivable (4) $ - $ - $ 82,806.89 $ 82,806.89 $ 203,153.88 Net Fund Balance End of Year $ - $ 837,762.15 $ 925,808.49 $ 1,338,915.03 $ 1,973,430.30 Net Fund Ending Balance (6/30/24) $ 1,973,430.30
Less: Revenues for last five years:

Revenues FY 19-20 $ 320,032.52
Revenues FY 20-21 $ 517,729.63
Revenues FY 21-22 $ 170,853.23
Revenues FY 22-23 $ 413,106.54
Revenues FY 23-24 $ 806,578.39
Total Revenues for last five years $ 2,228,300.31
Funds Held in Excess of Five Years $ (254,870.01) if positive, then subject to findings Notes
Five Year Revenue Analysis
(1) Prior Period Adjustment related to transfer in from Fund 501 attributed to FY 2019/ 2020. (2) Accounts Receivable are impact fees due to City through the Statewide Community Infrastructure Program (SCIP) financing for the San Luis Square Project. (3) Interest Receivable - Long Term Loans is related to interest on deferred payment of impact fees related to affordable housing developments and reduces the amount of available funding.
(4) Loans Receivable are related to deferred payment of impact fees related to affordable housing developments and reduces the amount of available funding.

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Orcutt Area Specific Plan Parks Impact Fee – Fund 511
The Orcutt Area Specific Plan Parks Impact Fee was established in March 2010 by Resolution No. 10222 for the improvement of the Orcutt Area Specific Plan (OASP) parks system and created a funding mechanism to allocate 100% of the cost of the park improvements to the OASP Developersthrough the collection of an impact fee which the City will expend to construct the park system. Specifically, Chapter 8 of the Public Facilities Financing Plan (PFFP) for the OASP provides a detailed description of the park improvements, allocates the cost to developers and provides a funding plan for the parks needed to serve new development in this area. The OASP PFFP was originally established March 2010, updated November 2016, December 2017, and most recently October 2018 to update costs of infrastructure estimates and to revise the scope of certain capital improvement projects within the PFFP, however, details regarding the park plan were only included in the 2016 update.

Starting the FY 2020-21, a reorganization of the impact fees funds was approved to facilitate the accounting, controlling, and reporting of development impact fees. Fund 511 was created to separate the accounting of Orcutt Area Specific Plan Parks Impact Fees from Quimby In-Lieu fees, Fund 501. Transfers of $1,355,409.52 from the Parkland In-Lieu Quimby Fee Fund have been attributed to FYs 2018-19 and 2019-20 as prior period adjustments.

As of June 30, 2024, the fund balance available for expenditures was $2,116,013.54. Expenditures from fund balance totaled $441,191.89, refer to Exhibit A and Exhibit B for details of projects which are being funded with this fee. As of June 30, 2023, there were no funds collected that had been held more than five years.

Reimbursements paid from this fund in FY 2020-21 and FY 2021-22 are associated with the parkland dedicated by Righetti Ranch Developer, under the Quimby Act, on behalf of the entire Orcutt Area. Since Righetti Ranch dedicated all the parkland needed for the Orcutt Area, the City agreed to enter into the Parkland Reimbursement Agreement in which the City collects a fair share allocation from benefiting properties within the Orcutt Area and passes through the fee collected as reimbursement to Righetti Ranch for dedication of parkland. These reimbursements were pass through money collected from benefiting properties and no impact fees were used to satisfy the private obligations under the Parkland Reimbursement Agreement. The City has recently taken steps to separate the accounting of Impact Fees and Reimbursement fees, therefore, future reimbursements to Righetti Ranch under the Parkland Reimbursement Agreement will be collected and passed through a separate custodial fund which has been established specifically for purpose of reimbursement.

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-24 Annual Report Page 12
511 - Orcutt Area Specific Plan Parks Impact Fee Fund FY 19-20 FY 20-21 FY 21-22 FY 22-23 FY 23-24 Fund Balance Beginning of Year $ - $ - $ 2,248,529.96 $ 2,043,551.64 $ 2,323,855.42 Prior Period Adjustment (1) $ - $ 1,355,409.52 $ - $ - $ - Fund Balance Beginning of Year After Adjustment $ - $ 1,355,409.52 $ 2,248,529.96 $ 2,043,551.64 $ 2,323,855.42 Interest $ - $ 377.92 $ (51,550.30) $ 30,226.87 $ 100,569.30 Impact Fees $ - $ 1,277,619.60 $ 130,976.42 $ 327,160.19 $ 132,780.71 Total Revenue $ - $ 1,277,997.52 $ 79,426.12 $ 357,387.06 $ 233,350.01 Expenses $ - $ - $ - $ 77,083.28 $ 441,191.89
Reimbursements $ - $ 366,800.56 $ 284,404.44 $ - $ -
Transfers Out $ - $ 18,076.52 $ - $ - $ -
Total Expenditures $ - $ 384,877.08 $ 284,404.44 $ 77,083.28 $ 441,191.89 Fund Balance End of Year $ - $ 2,248,529.96 $ 2,043,551.64 $ 2,323,855.42 $ 2,116,013.54 Less Loans Receivable $ - $ - $ - $ - $ -
Net Fund Balance End of Year $ - $ 2,248,529.96 $ 2,043,551.64 $ 2,323,855.42 $ 2,116,013.54 Net Fund Ending Balance (6/30/24) $ 2,116,013.54
Less: Revenues for last five years:

Revenues FY 19-20 $ 430,022.00
Revenues FY 20-21 $ 1,277,997.52
Revenues FY 21-22 $ 79,426.12
Revenues FY 22-23 $ 357,387.06
Revenues FY 23-24 $ 233,350.01
Total Revenues for last five years $ 2,378,182.71
Funds Held in Excess of Five Years $ (262,169.17) if positive, then subject to findings Notes
Five Year Revenue Analysis
(1) Prior Period Adjustment related to Transfers in from Fund 501: FY $430,022 FY 19-20; $925,388 FY 18-19

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Margarita Area Specific Plan Parks Impact Fee – Fund 512 The Margarita Area Specific Plan Parks Impact fee was established in 2005 and adopted by Resolution No. 9643 for park design and construction, including construction management as set forth in Chapter 9 of the Margarita Area Specific Plan under the Public Facilities Financing Plan. Funds may also be used to reimburse the City for funds advanced from other sources to pay for design and construction or may be used to reimburse developers who have been required to construct park facilities and improvements beyond their fair share. While the fee has been discontinued, the fund is still active to properly account for the fees that were collected in the past and that must be used specifically on the park system in the Margarita Area Specific Plan.

Starting in FY 2020-21, a reorganization of the impact fee funds was approved to facilitate the accounting, controlling, and reporting of development impact fees. Fund 512 was created to separate the accounting of Margarita Area Park Impact Fees from Quimby in-lieu fees, Fund 501. Transfers of $1,313,184.10 from the Parkland In-Lieu Quimby Fee Fund have been attributed to fiscal years prior to 2018-19 as a prior period adjustment.

As of June 30, 2024, the fund balance available for expenditures was $3,292,559.86. There have been no expenditures from this fund since inception, refer to Exhibit A and Exhibit B for details of projects which are being funded with this fee. Fund balance is currently being held to be used for the planned park system in the Margarita Area Specific Plan. As of June 30, 2024, there was $2,817,860.18 which had been held more than five years.

Interfund Loan: The Interfund Loan shown in the table below was authorized per Resolution No. 10513 (2014 Series) in the amount of $1,504,676.08 to advance early reimbursement/ credit of Prado Road improvement costs from the MASP Park Fee fund. Funds were loaned from MASP Transportation Impact Fee Fund (now consolidated with the Citywide Transportation Impact Fee Fund) to accommodate the reimbursement/ credit.

Final reconciliation for loan repayment occurred in FY 2023-24 and the loan has been paid in full along with interest, at a rate of average return for City investments.

Five Year Findings: As of June 30, 2024, there is $2,817,860.18 in revenue collected which has been held more than five years. The fund balance is intended to be used for pre-construction activities (design, planning, permitting, etc.) and the overall construction costs for a twenty-one-acre community park which will be for use by residents in the Margarita Area Specific Plan neighborhoods as well as for use by the entire San Luis Obispo community.

The use of these funds for a park in the Margarita Area is in conformance with the Margarita Area Specific Plan and the Parks & Recreation Blueprint for the Future: 2021-2041 (General Plan Element) and allows the City to meet the need for a community park that includes sport/athletic fields, sport courts, playground amenities, public art, and social gathering area(s). In 2005 the need for the park was identified in the Margarita Area Specific Plan and the financing strategy was identified in the Public Facilities Financing Plan for Margarita Area. The plan was amended in 2012 to adjust the equitable sharing of the cost of the purchase and construction of the DamonGarcia Sports Fields, which is satisfying a portion of the park needs in the Margarita Area.

The table below reflects the overall funding sources and amount anticipated to cover the costs of the future park project in the Margarita Area.

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The total cost of the park project was originally estimated using a 2012 calculation. To establish the current total cost, the City applied a Consumer Price Index (CPI) adjustment from 2012 to the present.

At this time, the project is on hold because the identified land, zoned for park space, is privately owned, and the current owners are not interested in selling or developing the property. The City remains committed to using the funds collected for the MASP park whenever the landowners decide to sell or develop the site. Additionally, the project faces a lack of funding sources, and the city will need to cover a substantial amount of the project costs with other yet-to-be-determined funding sources. Currently, no construction start date has been identified.

Current Development
Impact Fees
%
Other Funding
Sources (1) %
Margarita Area Community Park $ 3,292,559.86 26% $ 9,385,823.51 74% $ 12,678,383.19 100% Project Total %
Cost by Fund Source
(1) Other funding sources will include Citywide Parkland Improvement Impact Fees, Quimby In-Lieu Fees, General Fund (Local Revenue Measure G) and/or Future Grants
512 - Margarita Area Specific Plan Park Impact Fee Fund FY 19-20 FY 20-21 FY 21-22 FY 22-23 FY 23-24 Fund Balance Beginning of Year $ - $ - $ 1,632,841.88 $ 1,668,914.59 $ 1,688,634.64 Prior Period Adjustment (1) $ - $ 1,313,184.10 $ - $ - $ - Interfund Loan from Fund 507 (2) $ - $ - $ - $ - $ 1,504,676.08 Fund Balance Beginning of Year After Adjustment $ - $ 1,313,184.10 $ 1,632,841.88 $ 1,668,914.59 $ 3,193,310.72 Interest $ - $ 269.64 $ (38,916.34) $ 19,685.31 $ 99,249.14 Impact Fees $ - $ 319,388.14 $ 74,989.05 $ 34.74 $ -
Total Revenue $ - $ 319,657.78 $ 36,072.71 $ 19,720.05 $ 99,249.14 Expenses $ - $ - $ - $ - $ -
Transfers Out $ - $ - $ - $ - $ -
Total Expenditures $ - $ - $ - $ - $ -
Fund Balance End of Year $ - $ 1,632,841.88 $ 1,668,914.59 $ 1,688,634.64 $ 3,292,559.86 Less Loans Receivable $ - $ - $ - $ - $ -
Net Fund Balance End of Year $ - $ 1,632,841.88 $ 1,668,914.59 $ 1,688,634.64 $ 3,292,559.86 Net Fund Ending Balance (6/30/24) $ 3,292,559.86
Less: Revenues for last five years:

Revenues FY 19-20 $ -
Revenues FY 20-21 $ 319,657.78
Revenues FY 21-22 $ 36,072.71
Revenues FY 22-23 $ 19,720.05
Revenues FY 23-24 $ 99,249.14
Total Revenues for last five years $ 474,699.68
Funds Held in Excess of Five Years $ 2,817,860.18 if positive, then subject to findings Notes
Five Year Revenue Analysis
(1) Prior Period Adjustment for FY 20-21 related to Transfers in from Fund 501: $354,240 FY 17-18; $958,944 prior to 2017. (2) $1,504,676.08 is related to Interfund Loan repayment from Fund 507.

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Transportation Impact Fees

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Citywide Transportation Impact Fee – Fund 507
The Citywide Transportation Impact Fee was established in 2018 as part of the Capital Facilities Development Impact Fee Nexus Study and adopted by Resolution No. 10879 to help maintain adequate levels of transportation facilitiesin the city by mitigating the impacts that new development will have on the City’s transportation system.

Fee revenue will be used to fund transportation improvements such as interchanges, intersections, street widening and extensions, pedestrian and bicycle improvements, transit improvements and will also be used for reimbursements to developers for improvements they constructed which exceed their fair share and are also included in the City’s Transportation Impact Fee program.

As of June 30, 2024, the fund balance available for expenditures was $4,534,802.44. Expenditures from fund balance totaled $711,136.53 in FY 2023-24, refer to Exhibit A and Exhibit B for details of projects which are being funded with this fee. As of June 30, 2024, there were no funds collected that had been held more than five years.

Transfers Out: There is an annual Transfer Out of fees collected for the reimbursement of the General Fund for direct costs incurred for debt service relating to the Los Osos Valley Road Interchange. The City Council has authorized the future use of Traffic Impact Fees to finance at least half of the cost of the annual debt service payments. The transfer is annually assessed through the City’s Cost Allocation Plan. For FY 2023-24, an amount of $320,600 was transferred and used on debt service payments related to the LOVR Interchange completed project. Final debt payments associated with this transfer of funds will be FY 2044-45.

Interfund Loan: The Interfund Loan was authorized per Resolution No. 10513 (2014 Series) in the amount of $1,504,676.08 to advance early reimbursement/credit of Prado Road improvement costs from the MASP Park Fee fund. Funds were loaned from MASP Transportation Impact Fee Fund (now the Citywide TIF Fund) to accommodate the reimbursement/credit. Final reconciliation for loan repayment occurred in FY 2023-24 and the loan has been paid in full along with interest, at a rate of average return for City investments.

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-24 Annual Report Page 17
507 - Citywide Transportation Impact Fee Fund FY 19-20 FY 20-21 FY 21-22 FY 22-23 FY 23-24 Fund Balance Beginning of Year $ 7,711,583.17 $ 8,655,656.69 $ 9,524,297.18 $ 7,031,866.29 $ 7,100,279.60 Prior Period Adjustment (1) $ - $ (3,151.00) $ - $ - $ - Interfund Loan to Fund 512 (2) $ - $ - $ - $ - $ (1,504,676.08) $ 7,711,583.17 $ 8,652,505.69 $ 9,524,297.18 $ 7,031,866.29 $ 5,595,603.52 Interest $ 252,653.83 $ 2,509.13 $ (236,023.88) $ 82,951.89 $ 315,953.58 Misc. Revenue $ - $ - $ - $ - $ -
Impact Fees $ 2,157,532.70 $ 3,065,469.58 $ 1,715,908.93 $ 1,369,546.11 $ 899,741.83 Total Revenue $ 2,410,186.53 $ 3,067,978.71 $ 1,479,885.05 $ 1,452,498.00 $ 1,215,695.41 Expenses $ 1,186,113.01 $ 1,542,832.20 $ 3,380,159.86 $ 1,104,084.69 $ 390,536.53 Reimbursements $ - $ 367,755.02 $ 312,156.08 $ - $ -
Transfers Out $ 280,000.00 $ 285,600.00 $ 280,000.00 $ 280,000.00 $ 320,600.00 Total Expenditures $ 1,466,113.01 $ 2,196,187.22 $ 3,972,315.94 $ 1,384,084.69 $ 711,136.53 Fund Balance End of Year $ 8,655,656.69 $ 9,524,297.18 $ 7,031,866.29 $ 7,100,279.60 $ 6,100,162.40 Less Interest Receivable - Long Term Loans (3) $ - $ - $ - $ - $ 163,432.04 Less Loans Receivable (4) $ - $ - $ 1,164,368.13 $ 1,164,368.13 $ 1,401,927.92 Net Fund Balance End of Year $ 8,655,656.69 $ 9,524,297.18 $ 5,867,498.16 $ 5,935,911.47 $ 4,534,802.44 Net Fund Ending Balance (6/30/24) $ 4,534,802.44
Less: Revenues for last five years:

Revenues FY 19-20 $ 2,410,186.53
Revenues FY 20-21 $ 3,067,978.71
Revenues FY 21-22 $ 1,479,885.05
Revenues FY 22-23 $ 1,452,498.00
Revenues FY 23-24 $ 1,215,695.41
Total Revenues for last five years $ 9,626,243.70
Funds Held in Excess of Five Years $ (5,091,441.26) if positive, subject to findings Notes
(1) Prior Period Adjustment related to transfer in from Fund 501 attributed to FY 2019/ 2020. (2) $1,504,676.08 is related to Interfund Loan repayment from Fund 507. (3) Interest Receivable - Long Term Loans is related to interest on deferred payment of impact fees related to affordable housing developments and reduces the amount of available funding.
(4) Loans Receivable are related to deferred payment of impact fees related to affordable housing developments and reduces the amount of available funding.

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Airport Area Transportation Impact Fee – Fund 503
The Airport Area Transportation Impact Fee was established in 2005 by Resolution No. 9727 for the expansion of transportation facilities in the Airport Area Specific Plan (AASP) boundaries. The fees are intended to be used on Tank Farm Road Median Improvements, Unocal Local Road, Santa Fe Extension, Buckley Extension, and Bike Paths in the Airport Area. In addition, these funds can be used to reimburse the City for funds advanced from other sources or to reimburse developers who have been required to construct improvements beyond their fair share and those improvements are also in the Airport Area Transportation Fee Program. In 2018, the City Council adopted Resolution No. 10879 that consolidated this fee program into the Citywide Transportation Impact Fee Program. While the fee has been discontinued, the fund is still active to properly account for the fees that were collected that must be used on transportation projects in the Airport Area Specific Plan.

As of June 30, 2024, the fund balance available for expenditures was $383,593.32. Expenditures from fund balance totaled $308,600.08 in FY 2023-24, refer to Exhibit A and Exhibit B for details of projects which are being funded with this fee. Expenditures included one reimbursement payment in the amount of $127,951.77 issued which is associated with the 600 Tank Farm Reimbursement Agreement. As of June 30, 2024, there was a balance of $332,681.50 which had been held more than five years.

Five Year Finding: The fund balance is to be used for pre-construction activities (design, planning, permitting, etc.) for two transportation improvement projects programmed in the AASP TIF program: Tank Farm Road Widening (includes the Tank Farm/Santa Fe Roundabout) and Santa Fe Road Extension. Specifically, these funds will be used to reimburse the developer of the 600 Tank Farm development for eligible costs related to these transportation improvements.

Below is a list of projects on which these funds will be used and the anticipated amount of funding from all sources needed to complete the financing of these projects.

The Tank Farm Road Widening and Santa Fe Road Extension projects are large, complex transportation improvements that are anticipated to be constructed in phases over several years as incremental development occurs. Funding is expected to be completed for the remaining projects as identified in the following timelines: Direct Developer Contribution %
Development
Impact Fees
%
Other Local
Funds/Grants %
Tank Farm Road Widening* $ 3,000,000.00 14% $ 13,300,000.00 60% $ 5,700,000.00 26% $ 22,000,000.00 100% Santa Fe Road Extension (North) $ - 0% $ 432,000.00 40% $ 648,000.00 60% $ 1,080,000.00 100% Santa Fe Road Extension (South) $ - 0% $ 1,000,000.00 40% $ 1,500,000.00 60% $ 2,500,000.00 100% * Includes Tank Farm/ Santa Fe Roundabout
%
Cost by Fund Source
Project TOTAL

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o For the Tank Farm Road Widening Project, funding is expected to be complete for the first component of project by 2025 (including Tank Farm Road/Santa Fe Roundabout). Funding for the remaining project components anticipated within 9 years, 2033.
o For the Santa Fe Road Extension (North) Project, funding for the first component of the project, which will be constructed by 600 Tank Farm development, (approximately 40% of the planned road extension) is expected to be complete by 2025. Funding for the remaining project components anticipated within 9 years, 2033.
o For the Santa Fe Road Extension (South) funding is anticipated within 9 years, 2033.

The portions of these projects to be implemented by the 600 Tank Farm development are anticipated to start construction in 2025. The direct developer contribution and local funds related to these improvements are fully funded. The portion of these project costs from development impact fees are partially funded, with $608,016 to be applied from existing AASP TIF fund balance, and the remainder to be reimbursed to the developer from future transportation impact fee revenues—both from the 600 Tank Farm development itself and from revenues received from other developments benefitting from these improvements. 503 - Airport Area Transportation Impact Fee Fund FY 19-20 FY 20-21 FY 21-22 FY 22-23 FY 23-24 Fund Balance Beginning of Year $ 1,153,501.74 $ 1,141,565.19 $ 896,694.57 $ 675,535.70 $ 664,234.94 Prior Period Adjustment $ - $ - $ - $ - $ -
Fund Balance Beginning of Year After Adjustment $ 1,153,501.74 $ 1,141,565.19 $ 896,694.57 $ 675,535.70 $ 664,234.94 Interest $ 33,424.80 $ 262.43 $ (21,170.76) $ 7,701.88 $ 27,958.46 Impact Fees $ 827.24 $ 400.12 $ 1,507.65 $ - $ -
Total Revenue $ 34,252.04 $ 662.55 $ (19,663.11) $ 7,701.88 $ 27,958.46 Expenses $ 46,188.59 $ 245,533.17 $ 201,495.76 $ 19,002.64 $ 180,648.31 Reimbursements $ - $ - $ - $ - $ 127,951.77
Transfers Out $ - $ - $ - $ - $ -
Total Expenditures $ 46,188.59 $ 245,533.17 $ 201,495.76 $ 19,002.64 $ 308,600.08 Fund Balance End of Year $ 1,141,565.19 $ 896,694.57 $ 675,535.70 $ 664,234.94 $ 383,593.32 Less Loans Receivable $ - $ - $ - $ - $ -
Net Fund Balance End of Year $ 1,141,565.19 $ 896,694.57 $ 675,535.70 $ 664,234.94 $ 383,593.32 Net Fund Ending Balance (6/30/24) $ 383,593.32
Less: Revenues for last five years:

Revenues FY 19-20 $ 34,252.04
Revenues FY 20-21 $ 662.55
Revenues FY 21-22 $ (19,663.11)
Revenues FY 22-23 $ 7,701.88
Revenues FY 23-24 $ 27,958.46
Total Revenues for last five years $ 50,911.82
Funds Held in Excess of Five Years $ 332,681.50 if positive, then subject to findings Notes
Five Year Revenue Analysis
N/A

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Los Osos Valley Road Transportation Impact Fee – Fund 504 The Los Osos Valley Road Transportation Impact Fee was established as an add-on fee in 2018 as part of the Capital Facilities Development Impact Fee Nexus Study and adopted by Resolution No. 10879 for the expansion of capacity for the Los Osos Valley Road (LOVR) interchange at US 101 for construction, project management, and inspection. Though the project has been completed, there are still minor projects that the city will need to implement at this location. The fee program was revised in 2019 to reflect the completion of the interchange construction work and the remaining projects. The City has a Reimbursement Agreement with Costco Wholesale Corporation for improvements constructed by Costco at the LOVR interchange and is still an ongoing obligation of this fund.

As of June 30, 2024, the fund balance available for expenditures was $616,787.73. The only expenditure in FY 2023-24 was the annual reimbursement payment made to Costco in the amount of $22,885.69. Refer to Exhibit A and Exhibit B for details of projects being funded by this fee. As of June 30, 2024, there was a balance of $305,429.80 which had been held more than five years.

Five Year Finding: The funds held are planned to be used to satisfy a portion of the remaining obligation under the Reimbursement Agreement for Realignment of Calle Joaquin South between Costco and the City of San Luis Obispo. The $305,429.80 amount held more than five years along with additional unexpended fund balance not held more than five years will be used to make a $516,787.73 lump-sum payment towards the outstanding reimbursement agreement obligation. This is expected to occur prior to December 31, 2024. The reimbursement to Costco for the realignment of Calle Joaquin South has been ongoing since 2006, with the payment amount varying from year to year based on actual LOVR TIF fees collected from new development. A balance of $1,472,278.83 will remain on this reimbursement obligation following the lump-sum payment. Timing for payment of the remaining balance under the agreement will depend on the amount of new LOVR TIF fees collected each year.

Below is a summary reflecting the project these funds will be used on and the anticipated amount of funding from all sources needed to complete the financing.

Direct Developer
Contribution %
Development
Impact Fees
%
Other Local
Funds/Grants %
Costco Reimbursement* $ - 0% $ 1,989,066.56 100% $ - 0% $ 1,989,066.56 100% *Total cost includes annual CPI adjustments to remaining reimbursement obligation, as documented in 2019 LOVR TIF Nexus Study.

Note: Costco has first priority to fees collected under the terms of the reimbursement agreement.

Project TOTAL %
Cost by Fund Source

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-24 Annual Report Page 21
504 - LOVR Transportation Impact Fee Fund FY 19-20 FY 20-21 FY 21-22 FY 22-23 FY 23-24 Fund Balance Beginning of Year $ 713,044.59 $ 469,605.94 $ 469,730.00 $ 584,365.27 $ 416,719.77 Interest $ 26,655.45 $ 124.06 $ (12,090.27) $ 4,582.99 $ 21,181.85 Impact Fees $ - $ - $ 126,725.54 $ (57,593.49) $ 201,771.80 Total Revenue $ 26,655.45 $ 124.06 $ 114,635.27 $ (53,010.50) $ 222,953.65 Expenses $ - $ - $ - $ - $ -
Reimbursements $ 270,094.10 $ - $ - $ 114,635.00 $ 22,885.69 Transfers Out $ - $ - $ - $ - $ -
Total Expenditures $ 270,094.10 $ - $ - $ 114,635.00 $ 22,885.69 Fund Balance End of Year $ 469,605.94 $ 469,730.00 $ 584,365.27 $ 416,719.77 $ 616,787.73 Less Loans Receivable $ - $ - $ - $ - $ -
Net Fund Balance End of Year $ 469,605.94 $ 469,730.00 $ 584,365.27 $ 416,719.77 $ 616,787.73 Net Fund Ending Balance (6/30/24) $ 616,787.73
Less: Revenues for last five years:

Revenues FY 19-20 $ 26,655.45
Revenues FY 20-21 $ 124.06
Revenues FY 21-22 $ 114,635.27
Revenues FY 22-23 $ (53,010.50)
Revenues FY 23-24 $ 222,953.65
Total Revenues for last five years $ 311,357.93
Funds Held in Excess of Five Years $ 305,429.80 if positive, then subject to findings Notes
Five Year Revenue Analysis
N/A

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San Luis Ranch Transportation Impact Fee – Fund 514
The San Luis Ranch Transportation Impact Fee was established in 2018 as part of the Capital Facilities Development Impact Fee Nexus Study and adopted by Resolution No. 10879. This fee applies to development within San Luis Ranch only and represents the Citywide Transportation Impact Fee with appropriate adjustments to exclude costs related to the US 101/Prado Road Interchange project. The Development Agreement between City and San Luis Ranch was approved and adopted by Council in 2018 and requires the San Luis Ranch development to provide a direct contribution of 28% of the costs of construction of the Highway 101/ Prado Road Interchange. In exchange the city charges the San Luis Ranch developer a discounted Citywide Transportation Impact Fee. Because the developer is paying this obligation directly, an adjusted Citywide Transportation Impact Fee—the San Luis Ranch Transportation Impact Fee— was created to ensure that development within San Luis Ranch does not overpay towards the Prado Road Interchange project.

As of June 30, 2024, the fund balance available for expenditures was $2,157,823.01. Expenditures from fund balance totaled $3,703.80 in FY 2023-24, refer to Exhibit A and Exhibit B for details of projects which are being funded with this fee. As of June 30, 2024, there were no funds which had been held more than five years. 514 - SLR Transportation Impact Fee Fund FY 19-20 FY 20-21 FY 21-22 FY 22-23 FY 23-24 Fund Balance Beginning of Year $ - $ - $ - $ 458,855.53 $ 1,289,408.48 Interest $ - $ - $ (2,186.54) $ 17,116.18 $ 79,786.64
Transfers In $ - $ - $ 10,000.00 $ - $ -
Impact Fees $ - $ - $ 457,690.07 $ 837,532.77 $ 792,331.69 Total Revenue $ - $ - $ 465,503.53 $ 854,648.95 $ 872,118.33 Expenses $ - $ - $ 6,648.00 $ 24,096.00 $ 3,703.80
Reimbursements $ - $ - $ - $ - $ -
Transfers Out $ - $ - $ - $ - $ -
Total Expenditures $ - $ - $ 6,648.00 $ 24,096.00 $ 3,703.80 Fund Balance End of Year $ - $ - $ 458,855.53 $ 1,289,408.48 $ 2,157,823.01 Less Loans Receivable $ - $ - $ - $ - $ -
Net Fund Balance End of Year $ - $ - $ 458,855.53 $ 1,289,408.48 $ 2,157,823.01 Net Fund Ending Balance (6/30/24) $ 2,157,823.01
Less: Revenues for last five years:

Revenues FY 19-20 $ -
Revenues FY 20-21 $ -
Revenues FY 21-22 $ 465,503.53
Revenues FY 22-23 $ 854,648.95
Revenues FY 23-24 $ 872,118.33
Total Revenues for last five years $ 2,192,270.81
Funds Held in Excess of Five Years $ (34,447.80) if positive, then subject to findings Notes
Five Year Revenue Analysis
N/A

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Orcutt Area Transportation Impact Fee – Fund 515
The Orcutt Area Transportation Impact Fee was established in 2010 by Resolution No. 10222 for the expansion of transportation facilities in and around the Orcutt Area Specific Plan boundaries. Specifically, Chapter 8 of the Public Facilities Financing Plan for the Orcutt Area Specific Plan provides a detailed description of the transportation improvements needed to serve this area. The fees are intended to fund transportation improvements or may be used to reimburse the City for funds advanced from other sources to pay for design and construction, or to reimburse developers who have constructed transportation improvements beyond their fair share and are also included in the Orcutt Area Transportation Impact Fee Program. This fund was created in FY 2020-21 with the reorganization of the chart of accounts to separately account for Orcutt Area Transportation Impact Fees from other transportation impact fees. The fee was created as a financing strategy to fund the burden of public facilities that must be carried by development in the Orcutt Area Specific Plan.

The OASP Public Facilities Financing Plan (PFFP) was originally prepared in September 2009, and updated in November 2016, December 2017, and October 2018, to update costs reflecting current construction estimates and to revise the scope of certain capital improvement projects within the PFFP.

As of June 30, 2024, the fund balance available for expenditures was $1,473,245.02. There have been no impact fees collected since FY 2021-22. In addition, no expenditures have been made in the prior three years. Refer to Exhibit A and Exhibit B for details of projects which are being funded with this fee. Fund balance is being held until eligible transportation projects are identified in the Orcutt Area. As of June 30, 2024, there were no funds collected which had been held more than five years.

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-24 Annual Report Page 24
515 - OASP Transportation Impact Fee Fund FY 19-20 FY 20-21 FY 21-22 FY 22-23 FY 23-24 Fund Balance Beginning of Year $ - $ - $ 692,609.95 $ 1,392,254.93 $ 1,408,677.24 Interest $ - $ 51.35 $ (29,354.51) $ 16,422.31 $ 64,567.78 Impact Fees $ - $ 909,089.60 $ 728,999.49 $ - $ -
Total Revenue $ - $ 909,140.95 $ 699,644.98 $ 16,422.31 $ 64,567.78 Expenses $ - $ 216,531.00 $ - $ - $ -
Reimbursements $ - $ - $ - $ - $ -
Transfers Out $ - $ - $ - $ - $ -
Total Expenditures $ - $ 216,531.00 $ - $ - $ -
Fund Balance End of Year $ - $ 692,609.95 $ 1,392,254.93 $ 1,408,677.24 $ 1,473,245.02 Less Loans Receivable $ - $ - $ - $ - $ -
Net Fund Balance End of Year $ - $ 692,609.95 $ 1,392,254.93 $ 1,408,677.24 $ 1,473,245.02 Net Fund Ending Balance (6/30/24) $ 1,473,245.02
Less: Revenues for last five years:

Revenues FY 19-20 $ -
Revenues FY 20-21 $ 909,140.95
Revenues FY 21-22 $ 699,644.98
Revenues FY 22-23 $ 16,422.31
Revenues FY 23-24 $ 64,567.78
Total Revenues for last five years $ 1,689,776.02
Funds Held in Excess of Five Years $ (216,531.00) if positive, then subject to findings Notes
Five Year Revenue Analysis
N/A

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Wastewater and Water Impact Fees

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Wastewater Impact Fee – Fund 506
The Wastewater Impact Fee was established in 2018 by Resolution No. 10880 as part of the 2017 Water and Wastewater Capacity and Connection Fee Study. The Wastewater Impact Fee Fund 506 is used to separately collect and account for impact fees and is treated as a pass-through to the Sewer Fund 602. Wastewater Impact Fees are governed by Municipal Code 4.20.140. Effective June 5, 2019, the Wastewater Impact Fee was updated to include the cost of the Buckley Lift Station, the updated fee was adopted with Resolution No. 11020. The fees collected are to be used for the expansion and improvement of facilities used for sewer collection and sewer treatment. Specifically, the facilities and improvements to be paid for by these fees are listed in the 2017 Water and Wastewater Capacity and Connection Fee Study.

As of June 30, 2024, the fund balance available for expenditures is $6,112,687.91. Expenditures from fund balance totaled $943,559.30 in FY 2023-24, refer to Exhibit A and Exhibit B for details of projects which are being funded with this fee. As of June 30, 2024, there were no funds which had been held more than five years. 506 - Wastewater Impact Fee Fund FY 19-20 FY 20-21 FY 21-22 FY 22-23 FY 23-24 Fund Balance Beginning of Year $ (3,860,944.33) $ (1,855,760.63) $ 1,381,307.43 $ 4,607,552.55 $ 5,058,418.33 Prior Period Adjustment (1) $ - $ - $ 875,136.06 $ - $ - Fund Balance Beginning of Year After Adjustment $ (3,860,944.33) $ (1,855,760.63) $ 2,256,443.49 $ 4,607,552.55 $ 5,058,418.33 Interest $ 35,833.68 $ 412.53 $ 11,202.64 $ 4,104.37 $ 19,232.11 Impact Fees $ 2,582,196.54 $ 3,834,707.17 $ 3,685,007.64 $ 1,980,885.60 $ 2,911,429.16 Total Revenue $ 2,618,030.22 $ 3,835,119.70 $ 3,696,210.28 $ 1,984,989.97 $ 2,930,661.27 Expenses $ 612,846.52 $ 598,051.64 $ 1,345,101.22 $ 1,534,124.19 $ 943,559.30 Transfers Out $ - $ - $ - $ - $ -
Total Expenditures $ 612,846.52 $ 598,051.64 $ 1,345,101.22 $ 1,534,124.19 $ 943,559.30 Fund Balance End of Year $ (1,855,760.63) $ 1,381,307.43 $ 4,607,552.55 $ 5,058,418.33 $ 7,045,520.30 Interest Receiveable - Long Term Loans (2) $ - $ - $ - $ - $ 134,087.39 Less Loans Receivable (3) $ - $ - $ 798,745.00 $ 798,745.00 $ 798,745.00 Net Fund Balance End of Year $ (1,855,760.63) $ 1,381,307.43 $ 3,808,807.55 $ 4,259,673.33 $ 6,112,687.91 Net Fund Ending Balance (6/30/24) $ 6,112,687.91
Less: Revenues for last five years:

Revenues FY 19-20 $ 2,618,030.22
Revenues FY 20-21 $ 3,835,119.70
Revenues FY 21-22 $ 3,696,210.28
Revenues FY 22-23 $ 1,984,989.97
Revenues FY 23-24 $ 2,930,661.27
Total Revenues for last five years $ 15,065,011.44
Funds Held in Excess of Five Years $ (8,952,323.53) if positive, subject to findings Notes
Five Year Revenue Analysis
(1) Prior Period Adjustments are related to Loan Receivable & Accrued Interest (2) Interest Receivable - Long Term Loans is related to interest on deferred payment of impact fees related to affordable housing developments and reduces the amount of available funding.
(3) Loans Receivable are related to deferred payment of impact fees related to affordable housing developments and reduces the amount of available funding.

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Water Impact Fee – Fund 509
The Water Impact Fee was established in 2018 by Resolution No. 10880 as part of the 2017 Water and Wastewater Capacity and Connection Fee Study. The Water Impact Fee Fund 509 is used to separately collect and account for impact fees collected and is treated as a pass-through to the Water Fund 601. Water Impact Fees are governed by Municipal Code 4.20.140. Fees collected are intended to fund the expansion and improvement of facilities used for water supply, water treatment, and water distribution necessary to serve new development. Specifically, the facilities and improvements to be paid for by these fees are listed in the 2017 Water and Wastewater Capacity and Connection Fee Study.

As of June 30, 2024, the fund balance available for expenditures was $8,378,371.30. Expenditures from fund balance totaled $2,643,232.35 in FY 2023-24, refer to Exhibit A and Exhibit B for details of projects which are being funded with this fee. As of June 30, 2024, there were no funds which had been held more than five years. 509 - Water Impact Fee Fund FY 19-20 FY 20-21 FY 21-22 FY 22-23 FY 23-24 Fund Balance Beginning of Year $ (1,221,266.39) $ 103,448.30 $ 2,558,135.60 $ 6,615,357.47 $ 8,029,799.39 Prior Period Adjustment (1) $ - $ - $ 1,624,196.66 $ - $ - Fund Balance Beginning of Year After Adjustment $ (1,221,266.39) $ 103,448.30 $ 4,182,332.26 $ 6,615,357.47 $ 8,029,799.39 Interest $ - $ 59.19 $ 34,684.96 $ 32,425.24 $ 35,327.89 Impact Fees $ 3,723,459.97 $ 4,744,361.10 $ 5,160,019.76 $ 3,616,306.55 $ 4,686,719.14 Total Revenue $ 3,723,459.97 $ 4,744,420.29 $ 5,194,704.72 $ 3,648,731.79 $ 4,722,047.03 Expenses $ 2,398,745.28 $ 2,289,732.99 $ 2,761,679.51 $ 2,234,289.87 $ 2,643,232.35 Transfers Out $ - $ - $ - $ - $ -
Total Expenditures $ 2,398,745.28 $ 2,289,732.99 $ 2,761,679.51 $ 2,234,289.87 $ 2,643,232.35 Fund Balance End of Year $ 103,448.30 $ 2,558,135.60 $ 6,615,357.47 $ 8,029,799.39 $ 10,108,614.07 Interest Receiveable - Long Term Loans (2) $ - $ - $ - $ - $ 253,900.30 Less Loans Receivable (3) $ - $ - $ 1,476,189.03 $ 1,476,189.03 $ 1,476,342.47 Net Fund Balance End of Year $ 103,448.30 $ 2,558,135.60 $ 5,139,168.44 $ 6,553,610.36 $ 8,378,371.30 Net Fund Ending Balance (6/30/24) $ 8,378,371.30
Less: Revenues for last five years:

Revenues FY 19-20 $ 3,723,459.97
Revenues FY 20-21 $ 4,744,420.29
Revenues FY 21-22 $ 5,194,704.72
Revenues FY 22-23 $ 3,648,731.79
Revenues FY 23-24 $ 4,722,047.03
Total Revenues for last five years $ 22,033,363.80
Funds Held in Excess of Five Years $ (13,654,992.50) if positive, subject to findings Notes
Five Year Revenue Analysis
(1) Prior Period Adjustments is related to Loan Receivable & Accrued Interest (2) Interest Receivable - Long Term Loans is related to interest on deferred payment of impact fees related to affordable housing developments and reduces the amount of available funding.
(3) Loans Receivable are related to deferred payment of impact fees related to affordable housing developments and reduces the amount of available funding.

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Emergency Service Facilities Impact Fee

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Fire Impact Fee – Fund 516
The Fire Impact Fee was established in 2018 as part of the Capital Facilities Development Impact Fee Nexus Study and adopted by Resolution No. 10879 to help ensure there are sufficient fire facilities and vehicles to serve new development. Fees collected will be used to help renovate Fire Stations 1-4, to construct Fire Station 5, and to replace fire vehicles, all of which are needed to serve new development.

As of June 30, 2024, the fund balance available for expenditures is $283,990.20. There have been no expenditures from this fund since inception and there are no current Fire projects planned which will use impact fees as a funding source. Refer to Exhibit A and Exhibit B for details of projects which are being funded with this fee . Fund balance is currently being held until a need for fire facilities is identified. As of June 30, 2024, there were no funds collected that had been held more than five years.
516 - Fire Impact Fee Fund FY 19-20 FY 20-21 FY 21-22 FY 22-23 FY 23-24 Fund Balance Beginning of Year $ - $ - $ 66,123.61 $ 200,219.76 $ 214,607.26 Interest $ - $ 10.18 $ (16,497.18) $ 2,710.96 $ 14,584.27 Transfers In (1) $ - $ - $ 85,996.16 $ - $ -
Impact Fees $ - $ 66,113.43 $ 64,597.17 $ 11,676.54 $ 169,372.67 Total Revenue $ - $ 66,123.61 $ 134,096.15 $ 14,387.50 $ 183,956.94 Expenses $ - $ - $ - $ - $ -
Reimbursements $ - $ - $ - $ - $ -
Transfers Out $ - $ - $ - $ - $ -
Total Expenditures $ - $ - $ - $ - $ -
Fund Balance End of Year $ - $ 66,123.61 $ 200,219.76 $ 214,607.26 $ 398,564.20 Less Interest Receivable - Long Term Loans (2) $ - $ - $ - $ - $ 12,005.26 Less Loans Receivable (3) $ - $ - $ 78,276.25 $ 78,276.25 $ 102,568.74 Net Fund Balance End of Year $ - $ 66,123.61 $ 121,943.51 $ 136,331.01 $ 283,990.20 Net Fund Ending Balance (6/30/24) $ 283,990.20
Less: Revenues for last five years:

Revenues FY 19-20 $ 84,735.61
Revenues FY 20-21 $ 66,321.46
Revenues FY 21-22 $ 48,099.99
Revenues FY 22-23 $ 14,387.50
Revenues FY 23-24 $ 183,956.94
Total Revenues for last five years $ 397,501.51
Funds Held in Excess of Five Years $ (113,511.31) if positive, subject to findings Notes
Five Year Revenue Analysis
(1) Transfer in from Fund 508: FY 2019/ 20 = $96,344.08 fees + $2,732.41 int = $99,076.49; FY 2020/21 = $235.50 int (2) Interest Receivable - Long Term Loans is related to interest on deferred payment of impact fees related to affordable housing developments and reduces the amount of available funding.
(3) Loans Receivable are related to deferred payment of impact fees related to affordable housing developments and reduces the amount of available funding.

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Police Impact Fee – Fund 517
The Police Impact Fee was established in 2018 as part of the Capital Facilities Development Impact Fee Nexus Study and adopted by Resolution No. 10879 to help ensure there are sufficient police facilities and vehicles to serve new development. Fees collected will be used to help construct a new police headquarters and purchase vehicles to maintain the existing ratio of police vehicles to serve new development.

As of June 30, 2024, the fund balance available for expenditures was $356,838.60. There have been no expenditures from this fund since inception, however, it is expected that the balance will be used in FY 2024-25 to fund tenant improvements to a facility recently purchased by the City located at 1106 Walnut Street, which will house police administration functions. Refer to Exhibit A and Exhibit B for details of projects which are being funded with this fee. As of June 30, 2024, there were no funds collected which had been held more than five years. 517 - Police Impact Fee Fund FY 19-20 FY 20-21 FY 21-22 FY 22-23 FY 23-24 Fund Balance Beginning of Year $ - $ - $ 72,656.08 $ 245,445.94 $ 237,008.22 Interest $ - $ 10.89 $ (19,445.24) $ 3,214.90 $ 16,294.44 Transfers In (1) $ - $ - $ 102,358.84 $ - $ -
Impact Fees $ - $ 72,645.19 $ 89,876.26 $ (11,652.62) $ 195,116.01 Total Revenue $ - $ 72,656.08 $ 172,789.86 $ (8,437.72) $ 211,410.45 Expenses $ - $ - $ - $ - $ -
Reimbursements $ - $ - $ - $ - $ -
Transfers Out $ - $ - $ - $ - $ -
Total Expenditures $ - $ - $ - $ - $ -
Fund Balance End of Year $ - $ 72,656.08 $ 245,445.94 $ 237,008.22 $ 448,418.67 Less Interest Receivable - Long Term Loans (2) $ - $ - $ - $ - $ 6,299.92 Less Loans Receivable (3) $ - $ - $ 56,781.01 $ 56,781.01 $ 85,280.15 Net Fund Balance End of Year $ - $ 72,656.08 $ 188,664.93 $ 180,227.21 $ 356,838.60 Net Fund Ending Balance (6/30/24) $ 356,838.60
Less: Revenues for last five years:

Revenues FY 19-20 $ 99,076.49
Revenues FY 20-21 $ 72,891.58
Revenues FY 21-22 $ 70,431.02
Revenues FY 22-23 $ (8,437.72)
Revenues FY 23-24 $ 205,994.68
Total Revenues for last five years $ 439,956.05
Funds Held in Excess of Five Years $ (83,117.45) if positive, then subject to findings Notes
Five Year Revenue Analysis
(1) Transfer in from Fund 508: FY 2019/ 20 = $96,344.08 fees + $2,732.41 int = $99,076.49; FY 2020/21 = $235.50 int (2) Interest Receivable - Long Term Loans is related to interest on deferred payment of impact fees related to affordable housing developments and reduces the amount of available funding.
(3) Loans Receivable are related to deferred payment of impact fees related to affordable housing developments reduce the amount of available funding.

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In-Lieu Fee Funds

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Parkland In-Lieu Fee (Quimby) - Fund 501
The Parkland In-Lieu Fee was established in 1994 per Government Code 66477, also known as the Quimby Act, and applies to new single-family and multifamily condominium developments. Parkland In-lieu Fees are governed by Municipal Code 16.22.040 – 16.22.110. Developers are required to either dedicate land for parks or pay an in-lieu fee as a condition of approval. The land, fees, or combination thereof are to be used only for the purpose of developing new or rehabilitating existing neighborhood park, community park or recreational facilities to serve the subdivision in which the fees were collected. Under the Quimby Act, the base standard for parks is

3.0 acres per 1,000 residents and cannot be any higher than 5.0 acres per 1,000 residents. The Parkland In-Lieu fee has been established for the City with a standard of 4.18 acres per 1,000 residents. At the prior direction of the City Council, even though this fee is not an impact fee as defined by The Mitigation Fee Act, the fund is included in this report for transparency and public engagement.

As of June 30, 2024, the fund balance available for expenditures was $1,998,586.43. Expenditures from fund balance totaled $1,234,968.18 in FY 2023-24, refer to Exhibit A and Exhibit B for details of projects which are being funded with this fee. As of June 30, 2024, there were no funds which had been held more than five years. 501 - Quimby In-Lieu Fee Fund FY 19-20 FY 20-21 FY 21-22 FY 22-23 FY 23-24 Fund Balance Beginning of Year $ 2,955,243.23 $ 4,709,560.11 $ 3,405,467.67 $ 3,107,198.95 $ 3,205,116.00 Prior Period Adjustment (1) $ 573,419.00 $ (3,193,263.41) $ - $ - $ - Fund Balance Beginning of Year After Adjustment $ 3,528,662.23 $ 1,516,296.70 $ 3,405,467.67 $ 3,107,198.95 $ 3,205,116.00 Interest $ 137,452.72 $ 941.09 $ (84,393.63) $ 37,390.95 $ 142,963.66 In-Lieu Fees $ 1,249,959.27 $ 1,900,253.58 $ 126,518.63 $ 110,414.52 $ 128,484.95 Total Revenue $ 1,387,411.99 $ 1,901,194.67 $ 42,125.00 $ 147,805.47 $ 271,448.61 Expenses $ 206,514.11 $ 12,023.70 $ 340,393.72 $ 49,888.42 $ 1,234,968.18 Reimbursements $ - $ - $ - $ - $ -
Total Expenditures $ 206,514.11 $ 12,023.70 $ 340,393.72 $ 49,888.42 $ 1,234,968.18 Fund Balance End of Year $ 4,709,560.11 $ 3,405,467.67 $ 3,107,198.95 $ 3,205,116.00 $ 2,241,596.43 Interest Receivable - Long Term Loans (2) $ - $ - $ - $ - $ 15,421.27 Less Loans Receivable (3) $ - $ - $ 143,044.36 $ 143,044.36 $ 227,588.73 Net Fund Balance End of Year $ 4,709,560.11 $ 3,405,467.67 $ 2,964,154.59 $ 3,062,071.64 $ 1,998,586.43 Net Fund Ending Balance (6/30/24) $ 1,998,586.43
Less: Revenues for last five years:

Revenues FY 19-20 $ 1,387,411.99
Revenues FY 20-21 $ 1,901,194.67
Revenues FY 21-22 $ 42,125.00
Revenues FY 22-23 $ 147,805.47
Revenues FY 23-24 $ 271,448.61
Total Revenues for last five years $ 3,749,985.74
Funds Held in Excess of Five Years $ (1,751,399.31) if positive, then subject to findings Notes
Five Year Revenue Analysis
(1) Prior Period Adjustment is related to transfer out to other funds 510, 511, 512, and 519. (2) Interest Receivable - Long Term Loans is related to interest on deferred payment of impact fees related to affordable housing developments and reduces the amount of available funding.
(3) Loans Receivable are related to deferred payment of impact fees related to affordable housing developments reduces the amount of available funding.

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Open Space Protection In-Lieu Fee – Fund 502
The Open Space Protection In-Lieu Fee was established in 2005 by Resolution No. 9728 to address the need to acquire new open space lands, specifically in the Airport Area Specific Plan commensurate with similar land lost to development projects. While the fee has been discontinued FY 2018-19, the fund is still active to properly account for the fees that were collected in the past and that must be used specifically on open space protection projects within the Airport Area Specific Plan. The fund is also utilized to capture funds related to Grants and other Miscellaneous Revenue related to Open Space. The City expects to utilize the remaining funds for open space transactions during in the upcoming yearsto expend the remainder of the fund. At the direction of the City Council, even though this fee is not an impact fee as defined by The Mitigation Fee Act, the fund is included in this report for transparency and public engagement.

As of June 30, 2024, the fund balance available for expenditures was $13,697.72. There were no revenues, other than small amount of interest, and no expenditures in FY 2023-24, refer to Exhibit A for details of projects which are being funded with this fee. As of June 30, 2024, there were no funds which had been held more than five years. 502 - Open Space Protection In-Lieu Fee Fund FY 19-20 FY 20-21 FY 21-22 FY 22-23 FY 23-24 Fund Balance Beginning of Year $ (145,072.37) $ 20,310.51 $ 20,315.51 $ 12,949.06 $ 13,097.39 Interest $ (382.67) $ 5.00 $ (466.45) $ 148.33 $ 600.33 Other State Grants $ 200,000.00 $ - $ - $ - $ -
Misc. Revenue $ - $ - $ - $ - $ -
In-Lieu Fees $ - $ - $ - $ - $ -
Total Revenue $ 199,617.33 $ 5.00 $ (466.45) $ 148.33 $ 600.33 Expenses $ 34,234.45 $ - $ - $ - $ -
Transfers Out $ - $ - $ 6,900.00 $ - $ -
Total Expenditures $ 34,234.45 $ - $ 6,900.00 $ - $ -
$ - $ -
Fund Balance End of Year $ 20,310.51 $ 20,315.51 $ 12,949.06 $ 13,097.39 $ 13,697.72 Less Loans Receivable $ - $ - $ - $ - $ -
Net Fund Balance End of Year $ 20,310.51 $ 20,315.51 $ 12,949.06 $ 13,097.39 $ 13,697.72 Net Fund Ending Balance (6/30/24) $ 13,697.72
Less: Revenues for last five years:

Revenues FY 19-20 $ 199,617.33
Revenues FY 20-21 $ 5.00
Revenues FY 21-22 $ (466.45)
Revenues FY 22-23 $ 148.33
Revenues FY 23-24 $ 600.33
Total Revenues for last five years $ 199,904.54
Funds Held in Excess of Five Years $ (186,206.82) if positive, then subject to findings Notes
Five Year Revenue Analysis
N/A

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Affordable Housing Inclusionary Fee - Fund 505
The Affordable Housing Inclusionary Fee is governed by the City’s Inclusionary Housing Ordinance (Ordinance No. 1346) established in 1999 to provide funding for the provision of affordable housing and for reasonable costs associated with the development of affordable housing. Developers either pay a fee or must construct affordable units to meet their inclusionary housing requirements. This fee is governed by Municipal Code 17.138.060.

As of June 30, 2024, the fund balance available for expenditures was $(2,628,337.95). Expenditures from fund balance totaled $3,499,890, refer to Exhibit A and Exhibit B for details of projects which are being funded with this fee. As of June 30, 2024, there were no funds which had been held more than five years.

Transfers: Transfer outs each year are reimbursements to the General Fund for payment of obligations related to Affordable Housing. The transfer out amount of $207,000 to the General Fund for FY 2023-24 is comprised of the following: $150,000 for HouseKeys Contract Renewal; $40,000 for Housing Trust Fund; and $17,000 to General Fund for administrative expenses. These are set amounts that occur annually and are expected to continue in future years.

Negative Fund Balance: The negative fund balance $(2,609,615.75) can be attributed to the Interest Receivable on Long Term Loans in the amount $2,589,658.15. This item reduces the amount of available fund balance because the City is not expected to have the cash in hand for many years. This amount was not taken into consideration at the time staff requested and Council approved the 736 Orcutt project, which exceeded the Affordable Housing Fund’s available balance to provide for new initiatives. The result is that the available fund balance is now negative and will require replenishment before further initiatives can be considered. Additionally, there are still $9,229,751.16 in Loans Receivable to twenty affordable housing projects within the city that have been built over the last 25 years. These loans vary in term and interest rates, from 20 to 55-year repayment terms and anywhere from 0-4% fixed interest. These loans receivables reduce the available fund balance which can be expended in future years. Furthermore, in-lieu fee revenue was slightly lowerin FY 2023-24. In-Lieu Fees are the only source of revenue to this fund.

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-24 Annual Report Page 35
Parking In-Lieu Fee - Fund 611
505 - Affordable Housing Fund FY 19-20 FY 20-21 FY 21-22 FY 22-23 FY 23-24 Fund Balance Beginning of Year $ 2,835,974.60 $ 8,589,919.11 $ 9,178,296.23 $ 9,784,738.96 $ 10,275,529.96 Prior Period Adjustments (1) $ 6,049,429.16 $ 417,042.00 $ 165,548.77 $ (420,335.00) $ - Fund Balance Beginning of Year After Adjustment $ 8,885,403.76 $ 9,006,961.11 $ 9,343,845.00 $ 9,364,403.96 $ 10,275,529.96 Interest $ 73,778.48 $ 218,935.12 $ (37,152.17) $ 176,699.03 $ 119,868.30 Misc Revenue $ - $ 153,171.13 $ 419,260.00 $ -
Grants $ - $ - $ - $ 1,700,000.00 $ 1,358,189.20
Housing Loan Repayment $ - $ - $ - $ - $ 138,625.00
In Lieu Fees $ 17,736.87 $ 10,600.00 $ 411,875.00 $ 554,987.90 $ 355,408.10 Total Revenue $ 91,515.35 $ 229,535.12 $ 527,893.96 $ 2,850,946.93 $ 1,972,090.60 Expenses $ 330,000.00 $ - $ - $ 1,700,000.00 $ 3,499,890.00 Transfers Out $ 57,000.00 $ 58,200.00 $ 87,000.00 $ 239,820.93 $ 207,000.00 Total Expenditures $ 387,000.00 $ 58,200.00 $ 87,000.00 $ 1,939,820.93 $ 3,706,890.00 Fund Balance End of Year $ 8,589,919.11 $ 9,178,296.23 $ 9,784,738.96 $ 10,275,529.96 $ 8,540,730.56 Add Unearned Revenue (ARPA Grant) (2) $ - $ - $ 2,964,467.00 $ 1,264,467.00 $ - Less Loans Receivable (3) $ 6,314,429.16 $ 8,001,471.16 $ 9,670,906.16 $ 9,229,751.16 $ 9,229,751.16 Less Interest Receivable - Long Term Loans (4) $ - $ - $ - $ - $ 2,589,658.15 Less Allowance for Doubtful Accounts (5) $ (215,000.00) $ (215,000.00) $ (669,063.00) $ (669,063.00) $ (669,063.00) Net Fund Balance End of Year $ 2,490,489.95 $ 1,391,825.07 $ 3,747,362.80 $ 2,979,308.80 $ (2,609,615.75) Net Fund Ending Balance (6/30/24) $ (2,609,615.75)
Less: Revenues for last five years:

Revenues FY 19-20 $ 91,515.35
Revenues FY 20-21 $ 229,535.12
Revenues FY 21-22 $ 527,893.96
Revenues FY 22-23 $ 1,150,946.93
Revenues FY 23-24 $ 613,901.40
Total Revenues for last five years $ 2,613,792.76
Funds Held in Excess of Five Years $ (5,223,408.51) if positive, then subject to findings Notes
(1) Prior Period Adjustments in FY 19-20, FY 20-21 and FY 21-22 is related to Loan Receivable & Accrued Interest; in FY 22-23 it reflects separation of BEGIN loan activity into a new Fund.
(2) Unearned Revenue is ARPA Grant not reflected as Revenue. (3) Loans Receivable are affordable housing loans to property owners. Loans Receivables reduce the amount of available funding for future spending. (4) Interest Receivable - Long Term Loans is interest on long term affordable housing loans to property owners. Interest Receivable reduce the amount of available funding for future spending.
(5) Allowance for doubtful accounts reduces the Loans Receivables and represents the portion of Loans Receivables which may not be realized.

Five Year Revenue Analysis Page 82 of 671
AB1600 2023-24 Annual Report Page 36
Parking In-Lieu fees are governed by the City’s Municipal Code (Ordinance No. 1422) established in 2002 and are collected to satisfy the parking demand requirements of new development projects within a designated parking in-lieu fee area. Parking In-Lieu fees are governed by Municipal Code 4.30. The fees collected in this fund contribute to revenue in the Parking Fund and can be used only for the development or maintenance of parking to offset the demand requirement of new development projects within the parking in-lieu fee area. At the direction of the City Council, even though this fee is not an impact fee as defined by The Mitigation Fee Act, the fund is included in this report for transparency and public engagement.

As of June 30, 2024, the fund balance available for expenditures was $317,995.41. Expenditures from fund balance totaled $2,104,922.15 in FY 2023-24, refer to Exhibit A and Exhibit B for details of projects which are being funded with this fee. As of June 30, 2024, there was a balance of $268,075.39 which had been held more than five years.

Five Year Finding: Parking In-Lieu Fee revenues will partially fund the construction of a new public parking structure referred to as the Cultural Arts District Parking Structure. There was a delay in overall project readiness which affected the timing of bond issuance needed to fully fund the project. The City’s Municipal Code requires Parking In-Lieu Fees collected to be used only for the development or maintenance of parking to offset the demand requirement of new development projects within the Parking In-Lieu Fee area. The new public parking structure is within the Parking In-Lieu Fee area and will offset parking demand requirements for new developments that do not fully satisfy their parking requirements on-site.

The Cultural Arts District Parking Structure project is funded by a combination of Parking In-Lieu Fee revenue and bond proceeds as summarized in the table below. Parking In-Lieu Fee revenue is received during the permitting process and deposited into the Parking Enterprise Fund. Proceeds from bond sales were secured in August 2023 and have since been deposited into City accounts. The remaining Parking In-Lieu Fee revenue still held by the city will be expended in FY 2024-25.

Bond Proceeds %
Parking In-Lieu
Fees
%
Other Local
Funds/Grants %
Cultural Arts District Parking Structure $ 39,677,521.30 90% $ 4,461,573.68 10% $ - 0% $ 44,139,094.98 100% Project TOTAL %
Cost by Fund Source

Page 83 of 671 ends

AB1600 2023
-24 Annual Report Page 37
611 - Parking In-Lieu Account FY 19-20 FY 20-21 FY 21-22 FY 22-23 FY 23-24 Fund Balance Beginning of Year $ 4,411,653.66 $ 3,362,227.47 $ 3,142,232.50 $ 3,142,232.50 $ 2,422,917.56 Interest $ - $ - $ - $ - $ -
Impact Fees $ 15,404.78 $ 10,691.28 $ - $ 23,823.96 $ - Total Revenue $ 15,404.78 $ 10,691.28 $ - $ 23,823.96 $ - Expenses $ 1,064,830.97 $ 230,686.25 $ - $ 743,138.90 $ 2,104,922.15 Reimbursements $ - $ - $ - $ - $ -
Transfers Out $ - $ - $ - $ - $ -
Total Expenditures $ 1,064,830.97 $ 230,686.25 $ - $ 743,138.90 $ 2,104,922.15 Fund Balance End of Year $ 3,362,227.47 $ 3,142,232.50 $ 3,142,232.50 $ 2,422,917.56 $ 317,995.41 Less Loans Receivable $ - $ - $ - $ - $ -
Net Fund Balance End of Year $ 3,362,227.47 $ 3,142,232.50 $ 3,142,232.50 $ 2,422,917.56 $ 317,995.41 Net Fund Ending Balance (6/30/24) $ 317,995.41
Less: Revenues for last five years:

Revenues FY 19-20 $ 15,404.78
Revenues FY 20-21 $ 10,691.28
Revenues FY 21-22 $ -
Revenues FY 22-23 $ 23,823.96
Revenues FY 23-24 $ -
Total Revenues for last five years $ 49,920.02
Funds Held in Excess of Five Years $ 268,075.39 if positive, then subject to findings Notes
Five Year Revenue Analysis
N/A

Page 84 of 671 ends

AB1600 2023-24 Annual Report Page 38
Public Art In-Lieu Fee - Fund 207
The Public Art In-Lieu Fee, adopted by the City Council on September 14, 2000, through Ordinance No. 1372, reflects the City's commitment to enhancing its cultural and aesthetic landscape. The program dates to 1990, when the City established the Visual Arts in Public Places Program, which required 1% of City-funded capital projects to be dedicated to public art. In 2000, this initiative was expanded to include private development, requiring non-residential projects with construction costs exceeding $100,000 to contribute public art valued at

0.5% of the total cost or pay an in-lieu fee to the City's public art fund. The program offers developers flexibility, allowing them to either incorporate art into their projects or contribute to the broader public art fund. This voluntary approach helps ensure that public art continues to enrich the City's cultural landscape by enhancing both private developments and public spaces. Governed under Municipal Code 17.70.140, the Public Art In-Lieu Fee plays a vital role in promoting the City's artistic and cultural goals, helping to create a more vibrant and engaging environment for residents and visitors alike.

As of June 30, 2024, the fund balance available for expenditures was $1,526,587.79. Expenditures from fund balance totaled $190,647.40 in FY 2023-24, refer to Exhibit A and Exhibit B for details of projects which are being funded with this fee. As of June 30, 2024, there were no funds that had been held more than five years. 207 - Public Art In-Lieu Fee Fund FY 19-20 FY 20-21 FY 21-22 FY 22-23 FY 23-24 Fund Balance Beginning of Year $ 620,934.19 $ 591,096.94 $ 568,401.48 $ 798,038.30 $1,269,844.49 Interest $ 17,813.41 $ 143.88 $ (16,319.37) $ 16,742.18 $ 63,177.70 Transfers In $ - $ - $ 442,500.00 $ 442,500.00 $ 425,000.00 In-Lieu Fees $ 18,673.00 $ (1,357.13) $ 99,698.00 $ 220,854.00 $ 49,763.00 Total Revenue $ 36,486.41 $ (1,213.25) $ 525,878.63 $ 680,096.18 $ 537,940.70 Expenses $ 66,323.66 $ 21,482.21 $ 296,241.81 $ 208,289.99 $ 190,647.40 Transfers Out $ - $ - $ - $ - $ 90,550.00
Total Expenditures $ 66,323.66 $ 21,482.21 $ 296,241.81 $ 208,289.99 $ 281,197.40 Fund Balance End of Year $ 591,096.94 $ 568,401.48 $ 798,038.30 $1,269,844.49 $1,526,587.79 Less Loans Receivable $ - $ - $ - $ - $ -
Net Fund Balance End of Year $ 591,096.94 $ 568,401.48 $ 798,038.30 $1,269,844.49 $1,526,587.79 Net Fund Ending Balance (6/30/24) $1,526,587.79
Less: Revenues for last five years:

Revenues FY 19-20 $ 36,486.41
Revenues FY 20-21 $ (1,213.25)
Revenues FY 21-22 $ 525,878.63
Revenues FY 22-23 $ 680,096.18
Revenues FY 23-24 $ 537,940.70
Total Revenues for last five years $1,779,188.67
Funds Held in Excess of Five Years $ (252,600.88) if positive, then subject to findings Notes
Five Year Revenue Analysis
N/A

Page 85 of 671 ends

AB1600 2023-24 Annual Report Page 39
Exhibit A
Project Detail List
Exhibit A reflects a complete detailed list of projects which are being funded by impact fees collected. Details of projects include Construction Start Date, Project Status, Total Estimated Project Cost, Estimated Project Cost Fund by Fees, % of Project Funded by Fees, Fees Expended to Date, and the % of Fees Funded. This information is provided to satisfy Annual Reporting Requirements of The Mitigation Fee Act. Data provided is from the Impact Fee Nexus Studies, Financial Plans and/ or Capital Improvement Plans. Expenditures to date are from July 1, 2018, to current due to the implementation of new accounting system.

Parkland Funds Project Details
Citywide Park Development Impact Fee (Fund 510)
CIP Project Number CIP Project Name
Construction
Start Date
Project Status
as of 6/30/2024
Total Estimated
Project Cost
Estimated Cost
Funded by Fees
% of Project
Funded by Fees
Fees Expended
to Date
% of Fees
Funded
20000514 Emerson Park Amenity Upgrades & Beautification TBD Design $ 6,060,699.00 $ 200,000.00 3% $ - 0% Citywide Park Improvement Impact Fee (Fund 519)
CIP Project Number CIP Project Name
Construction
Start Date
Project Status
as of 6/30/2024
Total Estimated
Project Cost
Estimated Cost
Funded by Fees
% of Project
Funded by Fees
Fees Expended
to Date
% of Fees
Funded
2000188 Mitchell Park Improvements Nov-21 Construction $ 476,671.75 $ 225,000.00 47% $ 51,716.13 23% Orcutt Area Specific Plan Parks Impact Fee (Fund 511)
CIP Project Number CIP Project Name
Construction
Start Date
Project Status
as of 6/30/2024
Total Estimated
Project Cost
Estimated Cost
Funded by Fees
% of Project
Funded by Fees
Fees Expended
to Date
% of Fees
Funded
1000057/ 2000057 Development Related Parks Improvements Apr-24 Design $ 6,045,714.00 $ 6,045,714.00 100% $ 518,275.17 9% Margarita Area Specific Plan Parks Impact Fee (Fund 512) CIP Project Number CIP Project Name
Construction
Start Date
Project Status
as of 6/30/2024
Total Estimated
Project Cost
Estimated Cost
Funded by Fees
% of Project
Funded by Fees
Fees Expended
to Date
% of Fees
Funded
TBD MASP Planned Park TBD Not Started $ 15,657,983.76 $ 3,292,559.86 21% $ - 0%

Page 86 of 671 ends

AB1600 2023-24 Annual Report Page 40
Transportation Funds Project Details
Citywide Transportation Development Impact Fee (Fund 507) Citywide Transportation Development Impact Fee (Fund 507) TIF Program Project Identification CIP Project Number CIP Project Name Construction
Start Date
Project Status as
of 6/30/2024
Total Estimated
Project Cost
Estimated Cost
Funded by Fees
% of Project
Funded by Fees
Fees Expended to
Date
% of Fees
Funded
91435 LOVR Interchange Landscape
2099821 San Luis Creek Bridge Widening at LOVR
1000013 WRRF Modeling
91613/ 2091613 Prado Road Interchange
91611 Orcutt Tank Farm Roundabout Design
1000164/ 2000164 Orcutt/Tank Farm Roundabout Construction #8 - S. Broad Street Intersections 91609 Broad Street Corridor Access Improvements 2030 Ongoing (b) $ 5,000,000.00 $ 4,000,000.00 80% $ 296,735.73 7% N/A Reimbursement Agreement - SLO Public Market
(Tank Farm/Long Traffic Signal)
N/A Reimbursement Agreement- The Connect SLO
(Orcutt/Sacramento/Duncan Traffic Signal)
Unknown Prior Project - Miscellaneous Expenses 91293 Railroad Crossing Upgrade - California & Foothill N/A N/A $ 5,406.00 $ 5,406.00 100% $ 5,406.00 100% 91294/ 2091294 Higuera at 50 Higuera Widening 2025 Design 91610/ 2091610 Higuera Street Widening Bridge to Elks 2025 Design #15F - Prado Rd. Bridge Widening: West of Higuera
St and Higuera & Prado Intersection Improvements 91252 Prado Road Bridge Widening 2026 Design $ 13,000,000.00 $ 5,200,000.00 40% $ 291,288.40 6% #19 - Prado Rd Extension S. Higuera to Broad 2000195 Prado Road Extenstion Reimbursement 2035 Ongoing (d) $ 26,526,200.00 $ 8,013,184.00 30% $ - 0% 91375/ 2091375 Railroad Safety Trail Taft to Pepper - 2018 2000609 Railroad Safety Trail Implementation
#22 - Broad Bicycle Blvd / Anholm Bikeway 2000036 North Chorro Neighborhood Greenway - Phase 2 2024 Complete $ 5,000,000.00 $ 1,196,542.00 24% $ 207,005.00 17% 1000502 Active Transportation Plan Implementation
99615/ 2099615 Bicycle Projects
1000073/ 2000073 Transportation Safetey and Operations
2000069 Pedestrian Crossing Improvements
1000015 2018 Transportation Monitoring
90949 Traffic Model Update
1000537/ 2000537 Transportation Monitoring & Modeling Update 2000165 Transportation Impact Fee Program Update
90653 Traffic Volume Counts
a - Interchange project substantially completed in 2016, wtih additional costs incurred through 2022 for landscape mitigation. Ongoing costs include pay-down of debt financing obligations for interchange construction. b - TIF Project #8 includes upgrades at multiple intersections. One intersection improvemetn (Broad/Woodbridge) was substantially completed in 2022, with the remaining anticipated to start construction by 2030. c - TIF Project #9 includes multiple intersection control upgrades within the city. Two of these intersections (Tank Farm/Long and Orcutt/Sacramento) were completed in 2021, with the remaining anticipated to start construction by 2030. d - TIF Project #19 includes a larger road extension. A portion of this project was constructed (Higuera to Serra Meadows) is copmlete, with the remaining street extension anticipated to be constructed in phases through 2035. e - TIF Project #21 includes a larger cross-town bicycle path, a portion of which was completed in 2022 (Taft to Pepper). The remainder is expected to be constructed by 2035. f - TIF Project #40 includes several planned pedestrian/bicycle intersection crossing upgrades throughout the city. A portion of these are completed, with the remaining anticipated to be compelted by 2030.

Airport Area Transportation Development Impact Fee (Fund 503) TIF Project Name CIP Project Number CIP Project Name
Construction
Start Date
Project Status as
of 6/30/2024
Total Estimated
Project Cost
Estimated Cost
Funded by Fees
% of Project
Funded by Fees
Fees Expended to
Date
% of Fees
Funded
91252 Prado Road Bridge Widening TBD Design $ 22,042,320.00 $ 3,875,000.00 18% $ 646,172.92 17% 91613/ 2091613 Prado Road Interchange TBD Planning $ 72,319,571.00 $ 2,130,000.00 3% $ 47,687.78 2% 2000056 Reimbursement Agreement - 600 Tank Farm 2035 Ongoing (a) $ 7,250,751.00 $ 7,250,751.00 100% $ 127,951.77 2% Ongoing (f) $ 1,500,000.00
a - AASP TIF Project "Tank Farm Road (Including Median Improvements) includes a larger corridor improvement project with road widening, a new roundabout at Tank Farm/Santa Fe. Current expenditures reflect costs for pre-construction work related to the Tank Farm/Santa Fe Roundabout as part of the the 600 Tank Farm Road development project. Note that AASP TIF was retired in 2018 and projects were consolidated/transfered into Citywide TIF program. Funds reported here are for AASP TIF fees collected from development projects vested prior to 2018. Fees collected/expended on this project were excluded from TIF project costs included in Citywide TIF in 2018. $ 900,000.00 60% $ 97,615.90 11%
Tank Farm Road (Including Median Improvements)
#1 - Hwy 101/LOVR Interchange 100% $ 357,794.75 5%
#9 - Misc. Intersection Control Upgrades $ 15,750,000.00 $ 15,750,000.00 N/A $ 7,134,172.00 $ 7,134,172.00 Complete (a)/
Debt Service
7%
#4 - Orcutt & Tank Farm Intersection N/A Complete $ 4,748,684.00 $ 2,750,000.00 58% $ 2,755,687.42 100% 2030 Ongoing (c ) 100% $ 679,911.10 4%
Ongoing (e ) 103%
17%
#44 - Traffic Volume Count Program and Traffic
Model Ongoing Ongoing $ 900,000.00 $ 900,000.00 100% $ 109,855.65 12% #21 - Railroad Safety Trail $ 11,000,000.00 $ 2,871,701.00 26% $ 2,966,465.02 #2 - Hwy 101/Prado Interchange 2028 Design $ 35,000,000.00 $ 7,560,000.00 22% $ 1,249,672.43 #13 - Higuera Widening: Madonna Rd to City Limits $ 6,120,000.00 $ 2,754,000.00 45% $ 196,578.13 2035
#40 - MIsc. Ped Bike X-Ing Controls 2030 Page 87 of 671 AB1600 2023-24 Annual Report Page 41
Emergency Service Funds Project Details
Los Osos Valley Road Impact Fee Fund (Fund 504)
TIF Project Name CIP Project Number CIP Project Name
Construction
Start Date
Project Status as
of 6/30/2024
Total Estimated
Project Cost
Estimated Cost
Funded by Fees
% of Project
Funded by Fees
Fees Expended to
Date
% of Fees
Funded
T5,T6 - Costco Calle Joaquin Relocation Cost 1000175 Costco LOVR Development Reimbursement N/A Ongoing (a) $ 6,488,429.25 $ 6,488,429.25 100% $ 4,999,362.69 77% San Luis Ranch Transportation Development Impact Fee (Fund 514) TIF Project Name CIP Project Number CIP Project Name
Construction
Start Date
Project Status as
of 6/30/2024
Total Estimated
Project Cost
Estimated Cost
Funded by Fees
% of Project
Funded by Fees
Fees Expended to
Date
% of Fees
Funded
#29 - Madonna Class I (Hwy 101 to Oceanaire) 1000567/ 2000567 Madonna Road Bike Path Landscaping Design 2026 Ongoing (a) $ 1,500,000.00 $ 510,000.00 34% $ 27,799.80 5% #9 - Misc. Intersection Control Upgrades 1000073 Transportation Safety & Operations 2030 Ongoing (f) $ 15,750,000.00 $ 15,750,000.00 100% $ 6,648.00 0% b - TIF Project #9 includes multiple intersection control upgrades within the city. One intersection (LOVR/Calle Joaquin) was compelted in 2022, with the remaining anticipated to start construction by 2030.

Orcutt Area Transportation Impact Fee (Fund 515)
TIF Project Name CIP Project Number CIP Project Name
Construction
Start Date
Project Status as
of 6/30/2024
Total Estimated
Project Cost
Estimated Cost
Funded by Fees
% of Project
Funded by Fees
Fees Expended to
Date
% of Fees
Funded
T6 - Orcutt Road Widening N/A Orcutt Associates, LLC - Settlement/Reimbursement N/A Complete $ 383,400.00 $ 344,592.00 90% $ 216,531.00 63% B1 - Pedestrian and Bicycle Paths 20001062 ATP - Railroad Safety Trail & Bullock Culvert Replace 2027 Planning $ 2,800,000.00 $ 2,800,000.00 100% $ - 0% a - TIF Project XXX includes ongoing payment of reimbursement obligations to Costco for construction of the Calle Joaquin Road Realignment. Construction project is complete, but timing of final pay-off of reimbursement obligation is dependent on actual LOVR TIF fees collected. a - TIF Project #29 includes constuction of a shared-use path along Madonna Road, which was completed as part of the San Luis Ranch development in 2022. Additional expenditures through 2024 include path landscaping, which is anticipated to be completed in 2025-26.

Fire Impact Fee (Fund 516)
Project Number Project Name
Construction
Start Date
Project Status as
of 6/30/2024
Total Estimated
Project Cost
Estimated Cost
Funded by Fees
% of Project
Funded by Fees
Fees Expended
to Date
% of Fees
Funded
TBD Fire Station Improvements TBD Not Started $ 14,372,037.00 $ 2,525,815.00 18% $ - 0% TBD Fire Vehicle Acquisition TBD Not Started $ 5,640,022.00 $ 991,206.00 18% $ - 0% Police Impact Fee (Fund 517)
Project Number Project Name
Construction
Start Date
Project Status as
of 6/30/2024
Total Estimated
Project Cost
Estimated Cost
Funded by Fees
% of Project
Funded by Fees
Fees Expended
to Date
% of Fees
Funded
TBD New Police Headquarters TBD Not Started $ 47,435,000.00 $ 8,336,467.00 18% $ - 0% TBD Police Vehicle Acquisition TBD Not Started $ 609,800.00 $ 609,800.00 100% $ - 0%

Page 88 of 671 ends

AB1600 2023-24 Annual Report Page 42
Utilities Funds Project Details
Wastewater Development Impact Fee (Fund 506)
CIP Project Number CIP Project Name
Construction
Start Date Project Status as of 6/30/2024
Total Estimated
Project Cost
Estimated Cost
Funded by Fees
% of Project
Funded by Fees
Fees Expended to
Date
% of Fees
Funded
91120/100077/2000607 WRRF Major Equipment Maintenance Jul-18 Ongoing $ 3,762,884.06 $ 602,061.45 16% $ 299,186.49 50% 91219/ 2091219 WRRF Facility Upgrade Sep-19 Ongoing $ 262,514,313.00 $ 46,722,533.55 18% See Loan Below - N/A WRRF SRF Loan N/A Debt Service* - - - $ - 0%
N/A 2014 US Bank Wastewater Lease Installment Agreement - WRRF Energy Efficiency Project N/A Debt Service $ 21,139,000.00 $ 4,324,359.00 20% $ 741,213.63 17% 91118/ 2091118/1000087 Sewer Lift Station and Siphon Replacement - Calle Joaquin May-19 Complete $ 4,000,000.00 $ 1,778,149.64 44% $ 1,778,149.64 100% 91214 Sewer Lift Station Replacement - Margarita May-18 Complete $ 1,500,000.00 $ 741,725.26 49% $ 569,262.40 77% 91224/ 2091224 Sewer Lift Station Replacement - Foothill Jul-26 Planning $ 2,098,000.00 $ 491,021.28 23% $ 29,893.22 6% 91369/ 2091369 Sewer Lift Station Replacement - Airport Jul-24 Planning $ 2,130,000.00 $ 1,483,818.36 70% $ 99,610.46 7% --- Sewer Lift Station - Silver City Oct-21 Ongoing $ 2,150,000.00 $ 319,479.00 15% $ - 0% N/A Sewer Lift Station - Laguna Oct-12 Complete $ 3,121,300.00 $ 743,281.00 24% $ - 0% 1000083/ 2000083 Sewer Lift Station - Buckley Sep-20 Complete/ Reimbursement $ 2,387,877.00 $ 2,387,876.51 100% $ 502,883.51 21% N/A 2008 Suntrust Loan and 2009 State Infrastructure Bank (CIEDB) Loan - Tank Farm Lift Station N/A Debt Service $ 18,325,682.00 $ 8,532,321.18 47% $ 2,077,707.78 24% *First 2019 SRF Loan payment to occur in FY 2024-25
Water Development Impact Fee (Fund 509)
CIP Project Number CIP Project Name
Construction
Start Date Project Status as of 6/30/2024
Total Estimated
Project Cost
Estimated Cost
Funded by Fees
% of Project
Funded by Fees
Fees Expended to
Date
% of Fees
Funded
91506 / 2091506 Groundwater Well Development Program Mar-22 Ongoing $ 1,470,000.00 $ 573,300.00 39% $ 573,300.00 100% - - $ 30,729,495.00 $ 4,916,719.92 16% $ 1,734,526.07 35% 91730 / 2001021 WTP Ozone System Maintenance Jul-17 Complete $ 236,133.00 $ 37,782.00 16% $ 19,491.00 52% 91731 / 2001022 WTP Chemical System Maintenance Jul-17 Complete $ 54,000.00 $ 8,640.00 16% $ 4,265.50 49% 91732 WTP Air Compressor and Dryer Maintenance Jul-17 Complete $ 50,000.00 $ 8,000.00 16% $ 4,597.89 57% 91733 WTP Air Compressor Replacement Jul-17 Complete $ 10,000.00 $ 1,600.00 16% $ - 0% 99653 / 2000044 / 2001026 WTP Major Equipment Maintenance Jul-17 Complete $ 2,156,050.00 $ 344,968.00 16% $ 344,968.00 100% 1000542 / 2000542 Water Treatment Plant Major Facility Maintenance Jul-18 Ongoing $ 1,637,000.00 $ 261,920.00 16% $ 137,015.85 52% 91368 / 2091368 / 1000034 / 2000034 Water Storage Tank Maintenance Jul-18 Ongoing $ 11,836,312.00 $ 1,893,809.92 16% $ 614,156.59 32% 91566 Water Treatment Plant Energy Efficiency (SST) Dec-19 Complete $ 14,750,000.00 $ 2,360,000.00 16% See Loan Below - N/A 2020 CIEDB (I-Bank) Loan - Water Treatment Plant Energy Efficiency N/A Debt Service - - - $ 610,031.25 26% - - $ 11,532,100.00 $ 4,514,857.00 39% $ 25,289.39 0.6% 1000528 Recycled Water Broad Street - Tank Farm to Aerovista Deferred Preliminary - - - $ 9,347.91 0.2% 1000530 / 2000530 Recycled Water Tank Jul-21 Preliminary - - - $ 13,413.86 0.3% 2000573 / 1000573 Recycled Water Systems Retrofits Jul-22 Preliminary - - - $ 2,527.62 0.1% N/A 2012 Water Revenue Refunding Bond N/A Debt Service $ 24,842,500.00 $ 3,831,389.00 15% $ 427,950.00 11% N/A 2018 Refunding Bond (Refund 2005, 2006, 2009 Bonds) N/A Debt Service $ 7,776,700.00 $ 3,888,350.00 50% $ 87,342.36 2% N/A 2018 Refunding Water Bond (Refund 2006 Bonds) N/A Debt Service $ 22,566,900.00 $ 3,480,430.00 15% $ 771,405.33 22% N/A Nacimiento Pipeline N/A Debt Service $ 149,879,829.00 $ 58,678,467.00 39% $ 10,844,147.67 18% Water Treatment
Water Reuse Page 89 of 671
AB1600 2023-24 Annual Report Page 43
In-Lieu Fee Funds Project Details
Affordable Housing Inclusionary In-Lieu Fee (Fund 505)
Project Number Project Name
Construction
Start Date
Project Status as of
6/30/2024
Total Estimated
Project Cost
Estimated Cost
Funded by AHF
% of Project
Funded by AHF
AHF Expenses to
Date % Funded
1000125 Courtyard at the Meadows Dec-18 Complete $ 14,100,000.00 $ 630,000.00 4% $ 630,000.00 100% N/A 527 Branch St/ 526 South St Jun-19 Complete $ 1,411,500.00 $ 330,000.00 23% $ 330,000.00 100% N/A Anderson Hotel* Apr-23 Ongoing $ 55,600,000.00 $ 1,700,000.00 3% $ 1,700,000.00 100% N/A Bridge Street Feb-24 Ongoing $ 25,001,889.00 $ 1,925,076.00 8% $ 1,925,076.00 100% N/A Maxine Lewis** Feb-24 Ongoing $ 19,700,000.00 $ 1,574,814.00 8% $ 1,574,814.00 100% *Funded entirely by ARPA Grant, no In-Lieu Fees were used. **Funded with $1,264,467 ARPA Grant, remainder was In-Lieu Fees Parkland In-Lieu Quimby Fee (Fund 501)
Project Number Project Name
Construction
Start Date
Project Status as of
6/30/2024
Total Estimated
Project Cost
Estimated Cost
Funded by Fees
% of Project
Funded by Fees
Fees Expended to
Date
% of Fees
Funded
91563 Pickleball Courts Jul-19 Complete $ 148,587.50 $ 148,587.50 100% $ 148,587.50 100% 91564 Sinsheimer Park Tennis Court Lighting Canceled Canceled $ - $ - N/A $ - N/A 91683/ 2091683 North Broad Street Park Dec-23 Complete $ 1,675,283.00 $ 1,327,360.93 79% $ 1,327,360.93 100% 1000188/ 2000188 Mitchell Park Revitalization Project Feb-24 Construction $ 476,671.75 $ 85,832.75 18% $ 85,832.75 100% 1000190 Emerson Park Fitness Court Nov-21 Complete $ 299,748.29 $ 299,748.29 100% $ 298,976.09 100% 2001068 Laguna Lake Dog Park Sep-24 Construction $ 1,853,683.00 $ 1,574,290.00 85% $ - 0% Open Space In-Lieu Protection (Fund 502)
Project Number Project Name
Construction
Start Date
Project Status as of
6/30/2024
Total Estimated
Project Cost
Estimated Cost
Funded by Fees
% of Project
Funded by Fees
Fees Expended to
Date
% of Fees
Funded
91112 Froom Ranch Improvements N/A Complete $ 25,169.81 $ 25,169.81 100% $ 25,169.81 100% 99837 Open Space Acquisition N/A Complete $ 848,856.67 $ 848,856.67 100% $ 848,856.67 100% 90767 Open Space Enhancements TBD TBD $ - $ - TBD $ - TBD Parking In-Lieu Fee (Fund 611)
Project Number Project Name
Construction
Start Date
Project Status as of
6/30/2024
Total Estimated
Project Cost
Estimated Cost
Funded by Fees
% of Project
Funded by Fees
Fees Expended to
Date
% of Fees
Funded
90435-1A
90435-1B
90435-2
Public Art In-Lieu Fee (Fund 207)
Project Number Project Name
Construction
Start Date
Project Status as of
6/30/2024
Total Estimated
Project Cost
Estimated Cost
Funded by Fees
% of Project
Funded by Fees
Fees Expended to
Date
% of Fees
Funded
1000503/ 2000503 Annual Public Art Maintenance and Projects 2018-2019 Ongoing $ 658,401.17 $ 658,401.17 100% $ 415,122.06 63% 2000510 Public Art Installation 2020 Ongoing $ 419,018.55 $ 419,018.55 100% $ 365,918.03 87% Cultural Arts District Parking Structure Phase 2 Nov-23 Under Construction $ 44,139,095.00 $ 4,461,573.68 10% $ 4,143,578.27 93%

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AB1600 2023-24 Annual Report Page 44
Exhibit B
Historical Project Expenditures
Exhibit B reflects a complete list of projects which expenses were incurred. Each funds expenditures are organized by Project, fiscal year and summarizes the total expenditures for a given project over the past 6 years. Expenditures reported are from July 1, 2018, to current due to implementation of new accounting system.

Citywide Park Development Impact Fee (Fund 510)
Project Number Project Name FY 18-19 FY 19-20 FY 20-21 FY 21-22 FY 22-23 FY 23-24 Total to Date 2000514 Emerson Park Amenity Upgrades & Beutification $ - $ - $ - $ - $ - $ - $ - $ -
Citywide Park Improvement Impact Fee (Fund 519)
Project Number Project Name FY 18-19 FY 19-20 FY 20-21 FY 21-22 FY 22-23 FY 23-24 Total to Date 2000188 Mitchell Park Improvements $ - $ - $ - $ - $ - $ 51,716.13 $ 51,716.13 $ 51,716.13
Orcutt Area Specific Plan Parks Impact Fee (Fund 511)
Project Number Project Name FY 18-19 FY 19-20 FY 20-21 FY 21-22 FY 22-23 FY 23-24 Total to Date 2000057 Development Related Parks Improvements $ - $ - $ - $ - $77,083.28 $ 441,191.89 $ 518,275.17 $ 518,275.17
Margarita Area Specific Plan Parks Impact Fee (Fund 512) Project Number Project Name FY 18-19 FY 19-20 FY 20-21 FY 21-22 FY 22-23 FY 23-24 Total to Date TBD MASP Planned Park $ - $ - $ - $ - $ - $ - $ -
$ -

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AB1600 2023
-24 Annual Report Page 45
Citywide Transportation Development Impact Fee (Fund 507) Project Number Project Name FY 18-19 FY 19-20 FY 20-21 FY 21-22 FY 22-23 FY 23-24 Total to Date 1000013 WRRF Modeling $ 393.33 $ - $ - $ - $ - $ - $ 393.33 1000015 2018 Transportation Monitoring $ 60,045.00 $ - $ - $ - $ - $ - $ 60,045.00 90653 Traffic Volume Counts $ 4,935.00 $ - $ - $ - $ - $ - $ 4,935.00 91252 Prado Road Bridge Widening $ 118,916.33 $ 44,078.37 $ - $ 117,695.70 $ 10,598.00 $ - $ 291,288.40 91293 Railroad Crossing Upgrade - California & Foothill $ 5,406.00 $ - $ - $ - $ - $ - $ 5,406.00 91294/ 2091294 Higuera at 50 Higuera Widening $ 1,089.00 $ - $ - $ - $ 69,920.25 $ 17,407.02 $ 88,416.27 91375/ 2091375 Railroad Safety Trail Taft to Pepper - 2018 $ 177,673.63 $ 565,072.99 $ 1,048,375.56 $ 1,122,643.11 $ 47,219.70 $ - $ 2,960,984.99 91435 LOVR Interchange Landscape $ 257,794.75 $ 50,000.00 $ 40,000.00 $ 10,000.00 $ - $ - $ 357,794.75 91609 Broad Street Corridor Access Improvements $ 25,155.75 $ 434.10 $ 108,863.89 $ 162,281.99 $ - $ - $ 296,735.73 91610/ 2091610 Higuera Widening Chumash to Fontana $ 10,597.50 $ 21,571.05 $ 4,781.75 $ 2,284.25 $ 1,855.50 $ 67,071.81 $ 108,161.86 91611 Orcutt Tank Farm Roundabout Design $ 156,694.25 $ 107,853.25 $ 12,335.50 $ - $ - $ - $ 276,883.00 91613/ 2091613 Prado Road Interchange $ 261,800.75 $ 329,967.15 $ 208,532.32 $ 265,019.46 $ 172,809.42 $ 11,150.00 $ 1,249,279.10 90949 Traffic Model Update $ - $ 51,553.73 $ 20,093.58 $ 7,247.00 $ - $ - $ 78,894.31 99615 Bicycle Projects $ - $ 15,045.72 $ - $ (5,384.07) $ - $ - $ 9,661.65 1000164/ 2000164 Orcutt/ Tank Roundabout Construction $ - $ - $ 94,292.70 $ 1,638,144.27 $ 742,572.77 $ 3,844.68 $ 2,478,854.42 1000502 Active Transportation Plan Implementation $ - $ - $ - $ 1,521.57 $ 18,678.98 $ - $ 20,200.55 1000537/ 2000537 Transportation Monitoring & Modeling $ - $ - $ - $ 500.00 $ 39,500.00 $ 13,650.00 $ 53,650.00 1000073/ 2000073 Traffic Safety and Operations $ - $ - $ - $ - $ 3,441.00 $ 31,773.00 $ 35,214.00 2000069 Pedestrian Crossing Improvements $ - $ - $ - $ - $ 5,304.58 $ 25,154.99 $ 30,459.57 2000036 North Chorro Neighborhood Greenway - Phase 2 $ - $ - $ - $ - $ - $207,005.00 $ 207,005.00 2000609 Railroad Safety Trail Implementation $ - $ - $ - $ - $ - $ 5,480.03 $ 5,480.03 2000165 Transportation Impact Fee Program Update $ - $ - $ - $ - $ - $ - $ - 2000195 Prado Road Extenstion Reimbursement $ - $ - $ - $ - $ - $ - $ - 2000608 Active Transportation Plan Implementation $ - $ - $ - $ - $ - $ - $ - 2099821 San Luis Creek Bridge Widening at LOVR $ - $ - $ - $ - $ - $ - $ - N/A Reimbursement Agreement - SLO Public Market $ - $ - $ 367,755.02 $ - $ - $ - $ 367,755.02 N/A Reimbursement Agreement - The Connect $ - $ - $ - $ 312,156.08 $ - $ - $ 312,156.08 $ 9,299,654.06
Airport Area Transportation Development Impact Fee (Fund 503) Project Number Project Name FY 18-19 FY 19-20 FY 20-21 FY 21-22 FY 22-23 FY 23-24 Total to Date 91252/ 2091252 Prado Road Bridge Widening $ 8,992.23 $ 46,188.59 $ 245,533.17 $ 201,495.76 $ 2,000.00 $141,963.17 $ 646,172.92 2091613 Prado Road Interchange $ - $ - $ - $ - $ 9,002.64 $ 38,685.14 $ 47,687.78 2000056 Reimbursement Agreement - 600 Tank Farm $ - $ - $ - $ - $ - $127,951.77 $ 127,951.77 $ 821,812.47

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AB1600 2023
-24 Annual Report Page 46
Los Osos Valley Road Impact Fee Fund (Fund 504)
Project Number Project Name FY 18-19 FY 19-20 FY 20-21 FY 21-22 FY 22-23 FY 23-24 Total to Date 1000175 Costco LOVR Development Reimbursement $ - $ 270,094.10 $ - $ - $ 114,635.00 $ 22,885.69 $ 407,614.79 $ 407,614.79
San Luis Ranch Transportation Development Impact Fee (Fund 514) Project Number Project Name FY 18-19 FY 19-20 FY 20-21 FY 21-22 FY 22-23 FY 23-24 Total to Date 1000073 Transportation Safety And Operations $ - $ - $ - $ 6,648.00 $ - $ - $ 6,648.00 1000567/ 2000567 Madonna Road Bike Path Landscaping Design $ - $ - $ - $ - $ 24,096.00 $ 3,703.80 $ 27,799.80 $ 34,447.80
Orcutt Area Transportation Impact Fee (Fund 515)
Project Number Project Name FY 18-19 FY 19-20 FY 20-21 FY 21-22 FY 22-23 FY 23-24 Total to Date 20001062 ATP - Railroad Safety Trail & Bullock Culvert Replace $ - $ - $ - $ - $ - $ - $ - N/A Orcutt Associates, LLC - Settlement Agreement $ - $ - $ 216,531.00 $ - $ - $ - $ 216,531.00 $ 216,531.00
Fire Impact Fee (Fund 516)
Project Number Project Name FY 18-19 FY 19-20 FY 20-21 FY 21-22 FY 22-23 FY 23-24 Total to Date TBD Fire Station Improvements $ - $ - $ - $ - $ - $ - $ - TBD Fire Vehicle Acquisition $ - $ - $ - $ - $ - $ - $ - Police Impact Fee (Fund 517)
Project Number Project Name FY 18-19 FY 19-20 FY 20-21 FY 21-22 FY 22-23 FY 23-24 Total to Date TBD New Police Headquarters $ - $ - $ - $ - $ - $ - $ - TBD Police Vehicle Acquisition $ - $ - $ - $ - $ - $ - $ -

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AB1600 2023
-24 Annual Report Page 47
Wastewater Development Impact Fee (Fund 506)
Project Number Project Name FY 18-19 FY 19-20 FY 20-21 FY 21-22 FY 22-23 FY 23-24 Total to Date 91120 WRRF Major Equipment Maintenance (91120) $ - $ - $ - $ - $ - $ - 1000077 WRRF Major Equipment Maintenance $ - $ - $ 13,745.07 $ - $ 8.64 $ - 2000607 WRRF Major Equipment Maintenance [1000077] $ - $ - $ - $ - $ 13,256.28 $ 272,176.51 91219 WRRF Facility Upgrade (91219) $ - $ - $ - $ - $ - $ - 2091219 WRRF Facility Upgrade [91219] $ - $ - $ - $ - $ - $ - N/A 2019 SRF Loan - first payment in FY 2025 $ - $ - $ - $ - $ - $ - N/A 2014 US Bank Wastewater Lease Installment Agreement - WRRF Energy Efficiency Project $ 123,635.31 $ 123,596.95 $ 123,557.47 $ 123,516.84 $ 123,475.04 $ 123,432.02 $ 741,213.63 91118 Sewer Lift Station and Siphon Replacement - Calle Joaquin (91118) $ 9,137.52 $ 124,399.43 $ 36,085.44 $ 706,165.53 $ 447,547.93 $ - 2091118 Calle Joaquin Sewer Lift Station and Siphon Replacement [91118] $ - $ - $ - $ - $ 450,944.54 $ - 1000087 Sewer Lift Station – Calle Joaquin $ - $ 3,869.25 $ - $ - $ - $ - 91214 Sewer Lift Station Replacement - Margarita (91214) $ 569,262.40 $ - $ - $ - $ - $ - $ 569,262.40 91224 Foothill Sewer Lift Station $ 2,080.15 $ 2,097.22 $ 4,044.48 $ 20,400.17 $ 1,108.21 $ - 2091224 Foothill Sewer Lift Station Replacement [91224] $ - $ - $ - $ - $ 162.98 $ - 91369 Sewer Lift Station Replacement - Airport $ 12,681.73 $ 12,488.46 $ 42,536.73 $ 12,184.03 $ 2,809.63 $ - 2091369 Airport Sewer Lift Station Replacement [91369] $ - $ - $ - $ - $ 224.35 $ 16,685.55 1000082 Sewer Lift Station Replacement – Silver City $ - $ - $ - $ - $ - $ - $ - N/A Laguna Lift Station Replacement (completed) $ - $ - $ - $ - $ - $ - $ - 1000083 Sewer Lift Station - New Buckley Station $ - $ - $ 30,532.50 $ 136,643.78 $ 21,763.83 $ - 2000083 Buckley Sewer Lift Station [1000083] $ - $ - $ - $ - $ 128,106.00 $ 185,837.40 N/A 2008 Suntrust Loan - Tank Farm Lift Station $ 85,866.65 $ 85,305.00 $ 86,945.30 $ 86,087.55 $ 85,131.10 $ 86,376.60 N/A 2009 State Infrastructure Bank (CIEDB) Loan - Tank Farm Lift Station $ 261,560.50 $ 261,090.22 $ 260,604.66 $ 260,103.32 $ 259,585.68 $ 259,051.22 $ 6,097,907.14
$ 2,077,707.78
$ 299,186.49
$ -
$ 1,778,149.64
$ 29,893.22
$ 99,610.46
$ 502,883.51

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AB1600 2023
-24 Annual Report Page 48
Water Development Impact Fee (Fund 509)
Project Number Project Name FY 18-19 FY 19-20 FY 20-21 FY 21-22 FY 22-23 FY 23-24 Total to Date 91506 Groundwater Well Development Program (91506) $ 19,650.15 $ - $ 98,724.88 $ 454,924.97 $ - $ - 2091506 Groundwater Well Development Program [91506] $ - $ - $ - $ - $ - $ - 91566 Water Treatment Plant Energy Efficiency $ - $ - $ - $ - $ - $ - N/A 2020 CIEDB (I-Bank) Loan $ - $ - $ 150,772.63 $ 153,363.92 $ 153,088.50 $ 152,806.19 91730 WTP Ozone System Maintenance (91730) $ 11,648.05 $ 4,920.07 $ - $ - $ - $ - 2001021 WTP Ozone System Maintenance [91730] $ - $ - $ - $ - $ - $ 2,923.08 91731 WTP Chemical System Maintenance (91731) $ 3,111.74 $ - $ - $ - $ - $ - 2001022 WTP Chemical System Maintenance [91731] $ - $ - $ - $ - $ 1,153.76 $ - 91732 WTP Air Compressor and Dryer Maintenance (91732) $ 195.36 $ 4,402.53 $ - $ - $ - $ - 91733 WTP Air Compressor Replacement (91733) $ - $ - $ - $ - $ - $ - N/A WTP Major Equipment Maintenance $ 2,779.56 $ 32,494.77 $ - $ - $ - $ - 2000044 Water TTHM Byproduct Reduction Project [1000044] $ 12,501.82 $ 297,191.85 $ - $ - $ - $ - 2001026 WTP Major Equipment Maintenance [99653] $ - $ - $ - $ - $ - $ - 2000542 WTP Major Facility Maintenance [1000542] $ - $ - $ - $ - $ 4,601.95 $ 120,755.12 1000542 Water Treatment Plant Major Facility Maintenance $ - $ - $ - $ 5,816.46 $ 5,842.33 $ - 1000034 Reservoir Maintenance $ - $ 25,558.95 $ 940.86 $ 112,798.84 $ 7,187.31 $ - 2000034 Water Storage Tank Maintenance [1000034] $ - $ - $ - $ - $ 10,564.98 $ 447,573.10 91368 Reservoir No 2 Replacement $ - $ 3,709.20 $ 5,823.35 $ - $ - $ - 2091368 Reservoir No 2 Replacement [91368] $ - $ - $ - $ - $ - $ - N/A 2012 Water Revenue Refunding Bond $ 85,740.00 $ 85,170.00 $ 85,260.00 $ 85,980.00 $ 85,800.00 $ - $ 427,950.00 N/A 2018 Refunding Bond (Refund 2005, 2006, 2009 Bonds) $ 18,943.35 $ 13,697.63 $ 13,686.23 $ 13,710.93 $ 13,627.33 $ 13,676.87 $ 87,342.36 N/A 2018 Refunding Water Bond (Refund 2006 Bonds) $ 134,820.33 $ 132,585.00 $ 133,845.00 $ 133,455.00 $ 132,975.00 $ 103,725.00 $ 771,405.33 1000528 Recycled Water Broad Street - Tank Farm to Aerovista $ - $ - $ - $ - $ 9,347.91 $ - 1000530 Recycled Water Tank $ - $ - $ - $ 3,419.72 $ 9,994.14 $ - 1000573 Recycled Water Systems Retrofits $ - $ - $ - $ - $ 2,310.10 $ - 2000573 Recycled Water Systems Retrofits [1000573] $ - $ - $ - $ - $ - $ 217.52 N/A Nacimiento Pipeline $ 1,846,890.65 $ 1,799,015.28 $ 1,800,680.03 $ 1,798,209.67 $ 1,797,796.56 $ 1,801,555.47 $ 10,844,147.67 $ 14,463,961.02
$ 573,300.00
$ 638,385.83
$ 344,968.00
$ 751,172.44
$ 25,289.39

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AB1600 2023
-24 Annual Report Page 49
Affordable Housing Inclusionary Fee (Fund 505)
Project Number Project Name FY 18-19 FY 19-20 FY 20-21 FY 21-22 FY 22-23 FY 23-24 Total to Date 1000125 Courtyard at the Meadows $ 630,000.00 $ - $ - $ - $ - $ - $ 630,000.00 90496 Housing Trust Fund $ 80,000.00 $ - $ - $ - $ - $ - $ 80,000.00 N/A 527 Branch St/ 526 South St $ - $ 330,000.00 $ - $ - $ - $ - $ 330,000.00 N/A Anderson Hotel $ - $ - $ - $ - $ 1,700,000.00 $ - $ 1,700,000.00 N/A Bridge Street $ - $ - $ - $ - $ - $ 1,925,076.00 $ 1,925,076.00 N/A Maxine Lewis $ - $ - $ - $ - $ - $ 1,574,814.00 $ 1,574,814.00 $ 6,239,890.00
Parkland In-Lieu Quimby Fee (Fund 501)
Project Number Project Name FY 18-19 FY 19-20 FY 20-21 FY 21-22 FY 22-23 FY 23-24 Total to Date 91563 Pickleball Courts $ - $ 148,587.50 $ - $ - $ - $ - $ 148,587.50 91564 Sinsheimer Park Tennis Court Lighting $ - $ - $ - $ - $ - $ - $ - 91683/ 2091683 North Broad Street Park $ 7,748.95 $ 63,656.61 $ 7,748.95 $ 37,069.57 $ 49,398.42 $ 1,161,738.43 $ 1,327,360.93 1000188/ 2000188 Mitchell Park Picketball Courts $ 4,274.75 $ - $ 4,274.75 $ 4,053.50 $ - $ 73,229.75 $ 85,832.75 1000190 Emerson Park Fitness Court $ - $ - $ - $ 298,976.09 $ - $ - $ 298,976.09 2001068 Laguna Lake Dog Park $ - $ - $ - $ - $ - $ - $ - $ 1,860,757.27
Open Space Protection Fund (Fund 502)
Project Number Project Name FY 18-19 FY 19-20 FY 20-21 FY 21-22 FY 22-23 FY 23-24 Total to Date 91112 Froom Ranch Improvements $ 18,104.81 $ 7,065.00 $ - $ - $ - $ - $ 25,169.81 99837 Open Space Acquisition $ 821,687.22 $ 27,169.45 $ - $ - $ - $ - $ 848,856.67 $ 874,026.48
Parking In-Lieu (Fund 611)
Project Number Project Name FY 18-19 FY 19-20 FY 20-21 FY 21-22 FY 22-23 FY 23-24 Total to Date 2000117 Cultural Arts District Parking Structure $ - $ 1,064,830.97 $ 230,686.25 $ - $ 743,138.90 $ 2,104,922.15 $ 4,143,578.27 $ 4,143,578.27
Public Art In-Lieu (Fund 207)
Project Number Project Name FY 18-19 FY 19-20 FY 20-21 FY 21-22 FY 22-23 FY 23-24 Total to Date 1000503/ 2000503 Annual Public Art Maintenance and Projects $ 4,544.41 $ 55,796.80 $ 21,147.81 $ 82,779.28 $ 93,069.75 $ 157,784.01 $ 415,122.06 2000510 Public Art Installation $ - $ - $ 334.40 $ 217,500.00 $ 115,220.24 $ 32,863.39 $ 365,918.03 $ 781,040.09

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AB1600 2023-24 Annual Report Page 50
Exhibit C
Development Impact Fee & In-Lieu Fee Amounts
Fiscal Year 2023-24

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AB1600 2023
-24 Annual Report Page 51 Page 98 of 671
AB1600 2023
-24 Annual Report Page 52 Page 99 of 671
AB1600 2023
-24 Annual Report Page 53 Page 100 of 671
Item 5e
Department: Human Resources
Cost Center: 3001
For Agenda of: 12/10/2024
Placement: Consent
Estimated Time: N/A
FROM: Nickole Domini, Human Resources Director
Prepared By: Jeff Andrews, Senior Human Resources Analyst SUBJECT: ADOPT A SUPPLEMENTAL SALARY SCHEDULE REFLECTING 2025

MINIMUM WAGE INCREASES

RECOMMENDATION
Adopt a Draft Resolution entitled, “A Resolution of the City Council of the City of San Luis Obispo, California, adopting a Revised Supplemental Salary Schedule” to comply with California State law, requiring a minimum wage of $16.50 per hour effective December 19, 2024.

POLICY CONTEXT
Recommendations in this report are following Senate Bill No. 3, Chapter 4, an act to amend Sections 245.5, 246, and 1182.12 of the Labor Code that was signed into law in 2016 (Attachment C).

DISCUSSION
Background
A qualified supplemental or temporary workforce is instrumental to the City of San Luis Obispo’s ability to provide consistent services to the community by adjusting more easily and quickly to workload fluctuations, unexpected vacancies, leaves of absence, or demands from limited-term projects, seasonal, or peak periods. A supplemental workforce also provides programs that would otherwise be difficult to staff due to the intermittent, seasonal, or non-traditional work hours (e.g., early mornings, weekends, evenings, etc.). For example, the City’s Parks and Recreation Department typically employs over 175 supplemental, part-time (less than 30 hours per week on average) employees at any given time. While many of these employees are seasonal (working only three to five months), they sustain programs and services essential to the community.

Examples of these programs include providing before and after school care, summer children’s camps, ensuring pool safety, special events, senior programs, and maintenance of the golf course and open space.

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Item 5e
Supplemental Salary Schedule Reflects Minimum Wage Increase California's minimum wage bill, Senate Bill No. 3, Chapter 4, An act to amend Sections 245.5, 246, and 1182.12 of the Labor Code, was signed into law on April 4, 2016, when the State minimum wage amount was $10.00. The bill required an annual increase in the minimum wage until it reached $15.00 on January 1, 2022. A provision in Senate Bill 3 states that minimum wage will increase by the lesser of 3.5% or US CPI-W (the United States Bureau of Labor Statistics non-seasonally adjusted United States Consumer Price Index for Urban Wage Earners and Clerical Workers), with the results rounded to the nearest $0.10. The minimum wage increased to $15.50 for 2023, to $16.00 for 2024, and now brings the California minimum wage amount to $16.50 for 2025. The effective date for the 2025 minimum wage increases will be December 19, 2024 which is the start date of the pay period that includes January 1, 2025. The following table illustrates the minimum wage increases for the state of California over the last 10 years:

Year Minimum
Wage Amount
2016 $10.00
2017 $10.50
2018 $11.00
2019 $12.00
2020 $13.00
2021 $14.00
2022 $15.00
2023 $15.50
2024 $16.00
2025 $16.50
The City has a historical practice of differentiating salary grades by a consistent incremental difference. The starting salary difference between each grade reflects a pay scale that accommodates retention efforts, internal equity, market competitiveness, and progression structure. The difference between grades also simplifies budget planning and payroll forecasting which allows for predictable payroll increases when hiring or promoting employees. As a result, the City can plan for wage increases in a controlled manner, especially when dealing with a large supplemental workforce. Therefore, staff recommends minimum wage changes to the supplemental salary schedule for 2025 as outlined in Exhibit A to the Resolution (Attachment B).

Previous Council or Advisory Body Action
Council has been approving updates to minimum wage annually since 2016. The most recent Council approval was on December 5, 2023, for the 2024 minimum wage changes.

Public Engagement
This item is on the agenda for the December 10, 2024 City Council meeting and will follow all required postings and notifications. The public may comment on this item at or before the meeting.

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Item 5e

CONCURRENCE
As the Parks and Recreation Department employes the most supplemental employees of all the City departments, Human Resources staff worked closely with Parks and Recreation staff to ensure the recommendations will not create compaction issues.

Additionally, Human Resources staff provided recommendations of classification placement to fiscal officers across all City departments; fiscal officers concurred with recommendations. Human Resources staff also worked with Finance staff to confirm viability of the current funding request.

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: No Budget Year: 2024-25
Funding Identified: Yes
Fiscal Analysis:

Funding
Sources
Total Budget
Available
Current
Funding
Request
Remaining
Balance
Annual
Ongoing
Cost
General Fund $0 $0 $0 $188,121
Water Fund $0 $0 $0 $2,080
Sewer Fund $0 $0 $0 $2,080
Parking Fund $0 $0 $0 $2,080
TBID $0 $0 $0 $2,080
Total $0 $0 $0 $196,441
The estimated annual ongoing cost is $196,441, and the estimated six-month cost for the remainder of fiscal year 2024-2025 is $98,221. This estimate also includes the impact of step increases previously offered to attract and retain certain supplemental employees.

Due to salary savings resulting from full-time position vacancies, departments can absorb the unbudgeted estimated cost associated with the updates to the supplemental salary schedule within the department budget for fiscal year 2024-25 and will be included into future departmental budgets.

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Item 5e

ALTERNATIVES

1. Do not adopt the 2025 Minimum Wage Compliant Supplemental Employee Salary Schedule. This is not advised as it would put the City in a position of being non-compliant with State law.

2. Direct staff to implement only the minimum requirements of the State Law. This is not advised as it would create major salary compaction issues for employees and classifications within the supplemental salary grades.

ATTACHMENTS
A - Draft Resolution adopting a Revised Supplemental Salary Schedule B - Exhibit A to the Draft Resolution - Supplemental Salary Ranges effective December 19, 2024
C - Senate Bill No. 3, Chapter 4 (An act to amend Sections 245.5, 246, and 1182.12 of the Labor Code)

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R ______
RESOLUTION NO. _____ (2024 SERIES)

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

OBISPO, CALIFORNIA, ADOPTING A REVISED SUPPLEMENTAL

SALARY SCHEDULE
WHEREAS, California Senate Bill No. 3, Chapter 4, An act to amend Sections 245.5, 246, and 1182.12 of the Labor Code, signed into law on April 4, 2016, requires an annual increase in the minimum wage by the lesser of 3.5% or US CPI-W (the United States Bureau of Labor Statistics non-seasonally adjusted United States Consumer Price Index for Urban Wage Earners and Clerical Workers), with the results rounded to the nearest $0.10; and
WHEREAS, the State of California has determined that the minimum wage shall increase by 3.18 percent to $16.50 per hour and shall be implemented for all employers on January 1, 2025.

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

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Resolution No. _____ (2024 Series) Page 2
R ______
SECTION 1. The City agrees to amend the supplemental job classification salary grades, as shown in Exhibit A attached hereto, effective December 19, 2024.

Upon motion of _______________, seconded by _____________, 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

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Supplemental Employee Salary Schedule
Classification Class Grade Step 1 Step 2 Step 3 Step 4 Step 5 Step 6 Step 7 Step 8 Step 9 Administrative Aide I 9172 902 17.50 $ 17.94 $ 18.39 $ 18.85 $ 19.32 $ 19.80 $ 20.30 $ 20.81 $ 21.33 $ Administrative Aide II 9371 906 19.50 $ 19.99 $ 20.49 $ 21.00 $ 21.53 $ 22.07 $ 22.62 $ 23.19 $ 23.77 $ Administrative Specialist 9472 906 19.50 $ 19.99 $ 20.49 $ 21.00 $ 21.53 $ 22.07 $ 22.62 $ 23.19 $ 23.77 $ Adult Sports Official 9265 904 18.50 $ 18.96 $ 19.43 $ 19.92 $ 20.42 $ 20.93 $ 21.45 $ 21.99 $ 22.54 $ Aquatics Specialist* 9461 908 20.50 $ 21.01 $ 21.54 $ 22.08 $ 22.63 $ 23.20 $ 23.78 $ 24.37 $ 24.98 $ Childcare Aide Emergency Sub Afternoon* 91615 970 20.63 $ 21.14 $ 21.66 $ 22.20 $ 22.75 $ 23.33 $ 23.91 $ 24.51 $ 25.13 $ Childcare Aide Emergency Sub Morning* 91619 971 24.75 $ 25.37 $ 26.00 $ 26.64 $ 27.30 $ 27.99 $ 28.70 $ 29.42 $ 30.15 $ Childcare Aide* 9161 900 16.50 $ 16.91 $ 17.33 $ 17.76 $ 18.20 $ 18.66 $ 19.13 $ 19.61 $ 20.10 $ Childcare Teacher Emergency Sub Afternoon* 92625 972 23.13 $ 23.70 $ 24.29 $ 24.90 $ 25.53 $ 26.16 $ 26.81 $ 27.49 $ 28.18 $ Childcare Teacher Emergency Sub Morning* 92629 973 27.75 $ 28.44 $ 29.15 $ 29.88 $ 30.63 $ 31.40 $ 32.18 $ 32.99 $ 33.81 $ Childcare Teacher* 9262 904 18.50 $ 18.96 $ 19.43 $ 19.92 $ 20.42 $ 20.93 $ 21.45 $ 21.99 $ 22.54 $ Commissioner 9861 990 86.00 $ - - - - - - - -
Engineering Consultant 9332 980 50.00 $ 51.56 $ 55.00 $ 65.00 $ 75.00 $ - $ - $ - $ - $ Facilities Aide Farmer's Market 9292 904 18.50 $ 18.96 $ 19.43 $ 19.92 $ 20.42 $ 20.93 $ 21.45 $ 21.99 $ 22.54 $ Facilities Aide Pool 9293 904 18.50 $ 18.96 $ 19.43 $ 19.92 $ 20.42 $ 20.93 $ 21.45 $ 21.99 $ 22.54 $ Facilities Assistant 9264 902 17.50 $ 17.94 $ 18.39 $ 18.85 $ 19.32 $ 19.80 $ 20.30 $ 20.81 $ 21.33 $ Facilities Specialist 9463 906 19.50 $ 19.99 $ 20.49 $ 21.00 $ 21.53 $ 22.07 $ 22.62 $ 23.19 $ 23.77 $ Facility Host 9162 900 16.50 $ 16.91 $ 17.33 $ 17.76 $ 18.20 $ 18.66 $ 19.13 $ 19.61 $ 20.10 $ Fire Intern 9151 906 19.50 $ 19.99 $ 20.49 $ 21.00 $ 21.53 $ 22.07 $ 22.62 $ 23.19 $ 23.77 $ Flood Control Technician 9287 910 21.50 $ 22.04 $ 22.59 $ 23.15 $ 23.73 $ 24.32 $ 24.93 $ 25.55 $ 26.19 $ GIS Technician 9231 910 21.50 $ 22.04 $ 22.59 $ 23.15 $ 23.73 $ 24.32 $ 24.93 $ 25.55 $ 26.19 $ Head Childcare Teacher Emergency Sub Afternoon* 93605 974 25.63 $ 26.26 $ 26.93 $ 27.60 $ 28.29 $ 29.00 $ 29.73 $ 30.46 $ 31.23 $ Head Childcare Teacher Emergency Sub Morning* 93609 975 30.75 $ 31.52 $ 32.31 $ 33.12 $ 33.95 $ 34.80 $ 35.67 $ 36.56 $ 37.47 $ Head Childcare Teacher* 9360 908 20.50 $ 21.01 $ 21.54 $ 22.08 $ 22.63 $ 23.20 $ 23.78 $ 24.37 $ 24.98 $ Head Lifeguard* 9351 904 18.50 $ 18.96 $ 19.43 $ 19.92 $ 20.42 $ 20.93 $ 21.45 $ 21.99 $ 22.54 $ Human Resources Intern 91702 902 17.50 $ 17.94 $ 18.39 $ 18.85 $ 19.32 $ 19.80 $ 20.30 $ 20.81 $ 21.33 $ Intern I 9111 900 16.50 $ 16.91 $ 17.33 $ 17.76 $ 18.20 $ 18.66 $ 19.13 $ 19.61 $ 20.10 $ Intern II 9211 902 17.50 $ 17.94 $ 18.39 $ 18.85 $ 19.32 $ 19.80 $ 20.30 $ 20.81 $ 21.33 $ Intern III 9311 904 18.50 $ 18.96 $ 19.43 $ 19.92 $ 20.42 $ 20.93 $ 21.45 $ 21.99 $ 22.54 $ Intern IV 9411 906 19.50 $ 19.99 $ 20.49 $ 21.00 $ 21.53 $ 22.07 $ 22.62 $ 23.19 $ 23.77 $ IT Assistant Help Desk 9232 910 21.50 $ 22.04 $ 22.59 $ 23.15 $ 23.73 $ 24.32 $ 24.93 $ 25.55 $ 26.19 $ Landscape Inspector 9282 914 23.50 $ 24.09 $ 24.69 $ 25.31 $ 25.94 $ 26.59 $ 27.25 $ 27.93 $ 28.63 $ Lead Parking Attendant 9471 906 19.50 $ 19.99 $ 20.49 $ 21.00 $ 21.53 $ 22.07 $ 22.62 $ 23.19 $ 23.77 $ Lifeguard Dock Pay* 92519 900 16.50 $ 16.91 $ 17.33 $ 17.76 $ 18.20 $ 18.66 $ 19.13 $ 19.61 $ 20.10 $ Lifeguard* 9251 902 17.50 $ 17.94 $ 18.39 $ 18.85 $ 19.32 $ 19.80 $ 20.30 $ 20.81 $ 21.33 $ Open Space Technician 9289 902 17.50 $ 17.94 $ 18.39 $ 18.85 $ 19.32 $ 19.80 $ 20.30 $ 20.81 $ 21.33 $ Parking Ambassador 9271 904 18.50 $ 18.96 $ 19.43 $ 19.92 $ 20.42 $ 20.93 $ 21.45 $ 21.99 $ 22.54 $ Parks Maintenance Aide I 9182 902 17.50 $ 17.94 $ 18.39 $ 18.85 $ 19.32 $ 19.80 $ 20.30 $ 20.81 $ 21.33 $ Parks Maintenance Aide II 9281 906 19.50 $ 19.99 $ 20.49 $ 21.00 $ 21.53 $ 22.07 $ 22.62 $ 23.19 $ 23.77 $ Rec Cashier* 9171 900 16.50 $ 16.91 $ 17.33 $ 17.76 $ 18.20 $ 18.66 $ 19.13 $ 19.61 $ 20.10 $ Recording Secretary 9272 902 17.50 $ 17.94 $ 18.39 $ 18.85 $ 19.32 $ 19.80 $ 20.30 $ 20.81 $ 21.33 $ Recreation Services Leader I* 91600 900 16.50 $ 16.91 $ 17.33 $ 17.76 $ 18.20 $ 18.66 $ 19.13 $ 19.61 $ 20.10 $ Recreation Services Leader II* 92600 904 18.50 $ 18.96 $ 19.43 $ 19.92 $ 20.42 $ 20.93 $ 21.45 $ 21.99 $ 22.54 $ Skate Park Ambassador* 9290 906 19.50 $ 19.99 $ 20.49 $ 21.00 $ 21.53 $ 22.07 $ 22.62 $ 23.19 $ 23.77 $ SNAP 9352 910 21.50 $ 22.04 $ 22.59 $ 23.15 $ 23.73 $ 24.32 $ 24.93 $ 25.55 $ 26.19 $ Special Swim Instructor* 9369 906 19.50 $ 19.99 $ 20.49 $ 21.00 $ 21.53 $ 22.07 $ 22.62 $ 23.19 $ 23.77 $ Swim Instructor* 9263 904 18.50 $ 18.96 $ 19.43 $ 19.92 $ 20.42 $ 20.93 $ 21.45 $ 21.99 $ 22.54 $ Tree Care Specialist I 9192 902 17.50 $ 17.94 $ 18.39 $ 18.85 $ 19.32 $ 19.80 $ 20.30 $ 20.81 $ 21.33 $ Tree Care Specialist II 9294 906 19.50 $ 19.99 $ 20.49 $ 21.00 $ 21.53 $ 22.07 $ 22.62 $ 23.19 $ 23.77 $ Wastewater Intern 91301 906 19.50 $ 19.99 $ 20.49 $ 21.00 $ 21.53 $ 22.07 $ 22.62 $ 23.19 $ 23.77 $ Water Treatment Plant Intern 91302 906 19.50 $ 19.99 $ 20.49 $ 21.00 $ 21.53 $ 22.07 $ 22.62 $ 23.19 $ 23.77 $ Youth Sports Official* 9261 900 16.50 $ 16.91 $ 17.33 $ 17.76 $ 18.20 $ 18.66 $ 19.13 $ 19.61 $ 20.10 $ CalPERS Retired Annuitants will be paid in accordance with the Regular and Contract Salary Schedule per CalPERS Rules and Regulations Effective 12/19/2024 Key
Blue = P&R Positions
* = Classifications that work with children (AB
218 doesn't apply)

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SB 3 Senate Bill – CHAPTERED
www.leginfo.ca.gov/pub/15-16/bill/sen/sb_0001-0050/sb_3_bill_20160404_chaptered.htm 1/7 Senate Bill No. 3
CHAPTER 4
An act to amend Sections 245.5, 246, and 1182.12 of the Labor Code, relating to labor.
[Approved by Governor April 4, 2016. Filed with Secretary of State April 4, 2016.]
LEGISLATIVE COUNSEL’S DIGEST
SB 3, Leno. Minimum wage: in-home supportive services: paid sick days. (1) Under existing law, the Healthy Workplaces, Healthy Families Act of 2014, an employee who, on or after July 1, 2015, works in California for the same employer for 30 or more days within a year from the commencement of employment is entitled to paid sick days, as specified. Existing law requires an employee to accrue paid sick days at the rate of not less than one hour per every 30 hours worked subject to specified use and accrual limitations. For the purposes of the act, an “employee” does not include a provider of in-home supportive services, as described.

This bill, on and after July 1, 2018, would entitle a provider of in-home supportive services who works in California for 30 or more days within a year from the commencement of employment to paid sick days, subject to specified full amount of leave time amounts and that rate of accrual. The bill would require the State Department of Social Services, in consultation with stakeholders, to convene a workgroup to implement paid sick leave for in-home supportive services providers and to issue guidance in that regard by December 1, 2017. The bill would authorize the department to implement that paid sick leave without complying with the Administrative Procedure Act.
(2) On and after July 1, 2014, existing law requires the minimum wage for all industries to be not less than $9 per hour. On and after January 1, 2016, existing law requires the minimum wage for all industries to be not less than $10 per hour.

This bill would require the minimum wage for all industries to not be less than specified amounts to be increased from January 1, 2017, to January 1, 2022, inclusive, for employers employing 26 or more employees and from January 1, 2018, to January 1, 2023, inclusive, for employers employing 25 or fewer employees, except when the scheduled increases are temporarily suspended by the Governor, based on certain determinations. The bill would also require the Director of Finance, after the last scheduled minimum wage increase, to annually adjust the minimum wage under a specified formula.

On or before July 28, 2017, and on or before every July 28 thereafter until the minimum wage is a specified amount for employers employing 26 or more employees, the bill would require the Director of Finance to annually determine, based on certain factors, whether economic conditions can support a scheduled minimum wage increase and certify that determination to the Governor and the Legislature. The bill would also require the State Board of Equalization to publish specified retail sales and use tax information on its Internet Web site to be used by the Director of Finance in making that determination.

On or before July 28, 2017, and on or before every July 28 thereafter until the minimum wage is a specified amount for employers employing 26 or more employees, in order to ensure that the General Fund can support the next scheduled minimum wage increase, the bill would also require the Director of Finance to annually determine and certify to the Governor and the Legislature whether the General Fund would be in a deficit in the current fiscal year, or in either of the following 2 fiscal years.

The people of the State of California do enact as follows:

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SB 3 Senate Bill – CHAPTERED
www.leginfo.ca.gov/pub/15-16/bill/sen/sb_0001-0050/sb_3_bill_20160404_chaptered.htm 2/7 SECTION 1. Section 245.5 of the Labor Code is amended to read:
245.5. As used in this article:
(a) “Employee” does not include the following:
(1) An employee covered by a valid collective bargaining agreement if the agreement expressly provides for the wages, hours of work, and working conditions of employees, and expressly provides for paid sick days or a paid leave or paid time off policy that permits the use of sick days for those employees, final and binding arbitration of disputes concerning the application of its paid sick days provisions, premium wage rates for all overtime hours worked, and regular hourly rate of pay of not less than 30 percent more than the state minimum wage rate.
(2) An employee in the construction industry covered by a valid collective bargaining agreement if the agreement expressly provides for the wages, hours of work, and working conditions of employees, premium wage rates for all overtime hours worked, and regular hourly pay of not less than 30 percent more than the state minimum wage rate, and the agreement either (A) was entered into before January 1, 2015, or (B) expressly waives the requirements of this article in clear and unambiguous terms. For purposes of this subparagraph, “employee in the construction industry” means an employee performing work associated with construction, including work involving alteration, demolition, building, excavation, renovation, remodeling, maintenance, improvement, repair work, and any other work as described by Chapter 9 (commencing with Section 7000) of Division 3 of the Business and Professions Code, and other similar or related occupations or trades.
(3) An individual employed by an air carrier as a flight deck or cabin crew member that is subject to the provisions of Title II of the federal Railway Labor Act (45 U.S.C.

Sec. 151 et seq.), provided that the individual is provided with compensated time off equal to or exceeding the amount established in paragraph (1) of subdivision (b) of Section 246.
(4) An employee of the state, city, county, city and county, district, or any other public entity who is a recipient of a retirement allowance and employed without reinstatement into his or her respective retirement system pursuant to either Article 8 (commencing with Section 21220) of Chapter 12 of Part 3 of Division 5 of Title 2 of the Government Code, or Article 8 (commencing with Section 31680) of Chapter 3 of Part 3 of Division 4 of Title 3 of the Government Code.
(b) “Employer” means any person employing another under any appointment or contract of hire and includes the state, political subdivisions of the state, and municipalities.
(c) “Family member” means any of the following:
(1) A child, which for purposes of this article means a biological, adopted, or foster child, stepchild, legal ward, or a child to whom the employee stands in loco parentis.

This definition of a child is applicable regardless of age or dependency status. (2) A biological, adoptive, or foster parent, stepparent, or legal guardian of an employee or the employee’s spouse or registered domestic partner, or a person who stood in loco parentis when the employee was a minor child. (3) A spouse.
(4) A registered domestic partner.
(5) A grandparent.
(6) A grandchild.
(7) A sibling.
(d) “Health care provider” has the same meaning as defined in paragraph (6) of subdivision (c) of Section 12945.2 of the Government Code. (e) “Paid sick days” means time that is compensated at the same wage as the employee normally earns during regular work hours and is provided by an employer to an employee for the purposes described in Section 246.5.

SEC. 2. Section 246 of the Labor Code is amended to read:
246. (a) (1) An employee who, on or after July 1, 2015, works in California for the same employer for 30 or more days within a year from the commencement of employment is entitled to paid sick days as specified in this section.

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SB 3 Senate Bill – CHAPTERED
www.leginfo.ca.gov/pub/15-16/bill/sen/sb_0001-0050/sb_3_bill_20160404_chaptered.htm 3/7 (2) On and after July 1, 2018, a provider of in-home supportive services under Section 14132.95, 14132.952, or 14132.956 of, or Article 7 (commencing with Section 12300) of Chapter 3 of Part 3 of Division 9 of, the Welfare and Institutions Code, who works in California for 30 or more days within a year from the commencement of employment is entitled to paid sick days as specified in subdivision (e) and subject to the rate of accrual in paragraph (1) of subdivision (b).
(b) (1) An employee shall accrue paid sick days at the rate of not less than one hour per every 30 hours worked, beginning at the commencement of employment or the operative date of this article, whichever is later, subject to the use and accrual limitations set forth in this section.
(2) An employee who is exempt from overtime requirements as an administrative, executive, or professional employee under a wage order of the Industrial Welfare Commission is deemed to work 40 hours per workweek for the purposes of this section, unless the employee’s normal workweek is less than 40 hours, in which case the employee shall accrue paid sick days based upon that normal workweek. (3) An employer may use a different accrual method, other than providing one hour per every 30 hours worked, provided that the accrual is on a regular basis so that an employee has no less than 24 hours of accrued sick leave or paid time off by the 120th calendar day of employment or each calendar year, or in each 12-month period. (4) An employer may satisfy the accrual requirements of this section by providing not less than 24 hours or three days of paid sick leave that is available to the employee to use by the completion of his or her 120th calendar day of employment. (c) An employee shall be entitled to use accrued paid sick days beginning on the 90th day of employment, after which day the employee may use paid sick days as they are accrued.
(d) Accrued paid sick days shall carry over to the following year of employment.

However, an employer may limit an employee’s use of accrued paid sick days to 24 hours or three days in each year of employment, calendar year, or 12-month period.

This section shall be satisfied and no accrual or carryover is required if the full amount of leave is received at the beginning of each year of employment, calendar year, or 12- month period. The term “full amount of leave” means three days or 24 hours. (e) For a provider of in-home supportive services under Section 14132.95, 14132.952, or 14132.956 of, or Article 7 (commencing with Section 12300) of Chapter 3 of Part 3 of Division 9 of, the Welfare and Institutions Code, the term “full amount of leave” is defined as follows:
(1) Eight hours or one day in each year of employment, calendar year, or 12-month period beginning July 1, 2018.
(2) Sixteen hours or two days in each year of employment, calendar year, or 12- month period beginning when the minimum wage, as set forth in paragraph (1) of subdivision (b) of Section 1182.12 and accounting for any years postponed under subparagraph (D) of paragraph (3) of subdivision (d) of Section 1182.12, has reached thirteen dollars ($13) per hour.
(3) Twenty-four hours or three days in each year of employment, calendar year, or 12- month period beginning when the minimum wage, as set forth in paragraph (1) of subdivision (b) of Section 1182.12 and accounting for any years postponed under subparagraph (D) of paragraph (3) of subdivision (d) of Section 1182.12, has reached fifteen dollars ($15) per hour.
(f) An employer is not required to provide additional paid sick days pursuant to this section if the employer has a paid leave policy or paid time off policy, the employer makes available an amount of leave applicable to employees that may be used for the same purposes and under the same conditions as specified in this section, and the policy satisfies one of the following:
(1) Satisfies the accrual, carryover, and use requirements of this section. (2) Provided paid sick leave or paid time off to a class of employees before January 1, 2015, pursuant to a sick leave policy or paid time off policy that used an accrual method different than providing one hour per 30 hours worked, provided that the accrual is on a regular basis so that an employee, including an employee hired into that class after

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SB 3 Senate Bill – CHAPTERED
www.leginfo.ca.gov/pub/15-16/bill/sen/sb_0001-0050/sb_3_bill_20160404_chaptered.htm 4/7 January 1, 2015, has no less than one day or eight hours of accrued sick leave or paid time off within three months of employment of each calendar year, or each 12-month period, and the employee was eligible to earn at least three days or 24 hours of sick leave or paid time off within nine months of employment. If an employer modifies the accrual method used in the policy it had in place prior to January 1, 2015, the employer shall comply with any accrual method set forth in subdivision (b) or provide the full amount of leave at the beginning of each year of employment, calendar year, or 12- month period. This section does not prohibit the employer from increasing the accrual amount or rate for a class of employees covered by this subdivision. (3) Notwithstanding any other law, sick leave benefits provided pursuant to the provisions of Sections 19859 to 19868.3, inclusive, of the Government Code, or annual leave benefits provided pursuant to the provisions of Sections 19858.3 to 19858.7, inclusive, of the Government Code, or by provisions of a memorandum of understanding reached pursuant to Section 3517.5 that incorporate or supersede provisions of Section 19859 to 19868.3, inclusive, or Sections 19858.3 to 19858.7, inclusive of the Government Code, meet the requirements of this section. (g) (1) Except as specified in paragraph (2), an employer is not required to provide compensation to an employee for accrued, unused paid sick days upon termination, resignation, retirement, or other separation from employment. (2) If an employee separates from an employer and is rehired by the employer within one year from the date of separation, previously accrued and unused paid sick days shall be reinstated. The employee shall be entitled to use those previously accrued and unused paid sick days and to accrue additional paid sick days upon rehiring, subject to the use and accrual limitations set forth in this section. An employer is not required to reinstate accrued paid time off to an employee that was paid out at the time of termination, resignation, or separation of employment.
(h) An employer may lend paid sick days to an employee in advance of accrual, at the employer’s discretion and with proper documentation.
(i) An employer shall provide an employee with written notice that sets forth the amount of paid sick leave available, or paid time off leave an employer provides in lieu of sick leave, for use on either the employee’s itemized wage statement described in Section 226 or in a separate writing provided on the designated pay date with the employee’s payment of wages. If an employer provides unlimited paid sick leave or unlimited paid time off to an employee, the employer may satisfy this section by indicating on the notice or the employee’s itemized wage statement “unlimited.” The penalties described in this article for a violation of this subdivision shall be in lieu of the penalties for a violation of Section 226. This subdivision shall apply to employers covered by Wage Order 11 or 12 of the Industrial Welfare Commission only on and after January 21, 2016.
(j) An employer has no obligation under this section to allow an employee’s total accrual of paid sick leave to exceed 48 hours or 6 days, provided that an employee’s rights to accrue and use paid sick leave are not limited other than as allowed under this section.
(k) An employee may determine how much paid sick leave he or she needs to use, provided that an employer may set a reasonable minimum increment, not to exceed two hours, for the use of paid sick leave.
(l) For the purposes of this section, an employer shall calculate paid sick leave using any of the following calculations:
(1) Paid sick time for nonexempt employees shall be calculated in the same manner as the regular rate of pay for the workweek in which the employee uses paid sick time, whether or not the employee actually works overtime in that workweek. (2) Paid sick time for nonexempt employees shall be calculated by dividing the employee’s total wages, not including overtime premium pay, by the employee’s total hours worked in the full pay periods of the prior 90 days of employment. (3) Paid sick time for exempt employees shall be calculated in the same manner as the employer calculates wages for other forms of paid leave time.

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SB 3 Senate Bill – CHAPTERED
www.leginfo.ca.gov/pub/15-16/bill/sen/sb_0001-0050/sb_3_bill_20160404_chaptered.htm 5/7 (m) If the need for paid sick leave is foreseeable, the employee shall provide reasonable advance notification. If the need for paid sick leave is unforeseeable, the employee shall provide notice of the need for the leave as soon as practicable. (n) An employer shall provide payment for sick leave taken by an employee no later than the payday for the next regular payroll period after the sick leave was taken. (o) The State Department of Social Services, in consultation with stakeholders, shall convene a workgroup to implement paid sick leave for in-home supportive services providers as specified in this section. This workgroup shall finish its implementation work by November 1, 2017, and the State Department of Social Services shall issue guidance such as an all-county letter or similar instructions by December 1, 2017. (p) Notwithstanding the rulemaking provisions of the Administrative Procedure Act (Chapter 3.5 (commencing with Section 11340) of Part 1 of Division 3 of Title 2 of the Government Code), the State Department of Social Services may implement, interpret, or make specific this section by means of an all-county letter, or similar instructions, without taking any regulatory action.

SEC. 3. Section 1182.12 of the Labor Code is amended to read:
1182.12. (a) Notwithstanding any other provision of this part, on and after July 1, 2014, the minimum wage for all industries shall be not less than nine dollars ($9) per hour, and on and after January 1, 2016, the minimum wage for all industries shall be not less than ten dollars ($10) per hour.
(b) Notwithstanding subdivision (a), the minimum wage for all industries shall not be less than the amounts set forth in this subdivision, except when the scheduled increases in paragraphs (1) and (2) are temporarily suspended under subdivision (d). (1) For any employer who employs 26 or more employees, the minimum wage shall be as follows:
(A) From January 1, 2017, to December 31, 2017, inclusive,--ten dollars and fifty cents ($10.50) per hour.
(B) From January 1, 2018, to December 31, 2018, inclusive,--eleven dollars ($11) per hour.
(C) From January 1, 2019, to December 31, 2019, inclusive,--twelve dollars ($12) per hour.
(D) From January 1, 2020, to December 31, 2020, inclusive,--thirteen dollars ($13) per hour.
(E) From January 1, 2021, to December 31, 2021, inclusive,--fourteen dollars ($14) per hour.
(F) From January 1, 2022, and until adjusted by subdivision (c)--fifteen dollars ($15) per hour.
(2) For any employer who employs 25 or fewer employees, the minimum wage shall be as follows:
(A) From January 1, 2018, to December 31, 2018, inclusive,--ten dollars and fifty cents ($10.50) per hour.
(B) From January 1, 2019, to December 31, 2019, inclusive,--eleven dollars ($11) per hour.
(C) From January 1, 2020, to December 31, 2020, inclusive,--twelve dollars ($12) per hour.
(D) From January 1, 2021, to December 31, 2021, inclusive,--thirteen dollars ($13) per hour.
(E) From January 1, 2022, to December 31, 2022, inclusive,--fourteen dollars ($14) per hour.
(F) From January 1, 2023, and until adjusted by subdivision (c)--fifteen dollars ($15) per hour.
(3) For purposes of this subdivision, “employer” means any person who directly or indirectly, or through an agent or any other person, employs or exercises control over the wages, hours, or working conditions of any person. For purposes of this subdivision, “employer” includes the state, political subdivisions of the state, and municipalities. (4) Employees who are treated as employed by a single qualified taxpayer under subdivision (h) of Section 23626 of the Revenue and Taxation Code, as it read on the

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SB 3 Senate Bill – CHAPTERED
www.leginfo.ca.gov/pub/15-16/bill/sen/sb_0001-0050/sb_3_bill_20160404_chaptered.htm 6/7 effective date of this section, shall be considered employees of that taxpayer for purposes of this subdivision.
(c) (1) Following the implementation of the minimum wage increase specified in subparagraph (F) of paragraph (2) of subdivision (b), on or before August 1 of that year, and on or before each August 1 thereafter, the Director of Finance shall calculate an adjusted minimum wage. The calculation shall increase the minimum wage by the lesser of 3.5 percent and the rate of change in the averages of the most recent July 1 to June 30, inclusive, period over the preceding July 1 to June 30, inclusive, period for the United States Bureau of Labor Statistics nonseasonally adjusted United States Consumer Price Index for Urban Wage Earners and Clerical Workers (U.S. CPI-W). The result shall be rounded to the nearest ten cents ($0.10). Each adjusted minimum wage increase calculated under this subdivision shall take effect on the following January 1. (2) If the rate of change in the averages of the most recent July 1 to June 30, inclusive, period over the preceding July 1 to June 30, inclusive, period for the United States Bureau of Labor Statistics nonseasonally adjusted U.S. CPI-W is negative, there shall be no increase or decrease in the minimum wage pursuant to this subdivision on the following January 1.
(3) (A) Notwithstanding the implementation timing described in paragraph (1) of this subdivision, if the rate of change in the averages of the most recent July 1 to June 30, inclusive, period over the preceding July 1 to June 30, inclusive, period for the United States Bureau of Labor Statistics nonseasonally adjusted U.S. CPI-W exceeds 7 percent in the first year that the minimum wage specified in subparagraph (F) of paragraph (1) of subdivision (b) is implemented, the indexing provisions described in paragraph (1) of this subdivision shall be implemented immediately, such that the indexing will be effective on the following January 1.
(B) If the rate of change in the averages of the most recent July 1 to June 30, inclusive, period over the preceding July 1 to June 30, inclusive, period for the United States Bureau of Labor Statistics nonseasonally adjusted U.S. CPI-W exceeds 7 percent in the first year that the minimum wage specified in subparagraph (F) of paragraph (1) of subdivision (b) is implemented, notwithstanding any other law, for employers with 25 or fewer employees the minimum wage shall be set equal to the minimum wage for employers with 26 or more employees, effective on the following January 1, and the minimum wage increase specified in subparagraph (F) of paragraph (2) of subdivision (b) shall be considered to have been implemented for purposes of this subdivision. (d) (1) On or before July 28, 2017, and on or before every July 28 thereafter until the minimum wage is fifteen dollars ($15) per hour pursuant to paragraph (1) of subdivision (b), to ensure that economic conditions can support a minimum wage increase, the Director of Finance shall annually make a determination and certify to the Governor and the Legislature whether each of the following conditions is met:
(A) Total nonfarm employment for California, seasonally adjusted, decreased over the three-month period from April to June, inclusive, prior to the July 28 determination. This calculation shall compare seasonally adjusted total nonfarm employment in June to seasonally adjusted total nonfarm employment in March, as reported by the Employment Development Department.
(B) Total nonfarm employment for California, seasonally adjusted, decreased over the six-month period from January to June, inclusive, prior to the July 28 determination.

This calculation shall compare seasonally adjusted total nonfarm employment in June to seasonally adjusted total nonfarm employment in December, as reported by the Employment Development Department.
(C) Retail sales and use tax cash receipts from a 3.9375-percent tax rate for the July 1 to June 30, inclusive, period ending one month prior to the July 28 determination is less than retail sales and use tax cash receipts from a 3.9375-percent tax rate for the July 1 to June 30, inclusive, period ending 13 months prior to the July 28 determination.

The calculation for the condition specified in this subparagraph shall be made as follows:
(i) The State Board of Equalization shall publish by the 10th of each month on its Internet Web site the total retail sales (sales before adjustments) for the prior month derived from their daily retail sales and use tax reports.

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SB 3 Senate Bill – CHAPTERED
www.leginfo.ca.gov/pub/15-16/bill/sen/sb_0001-0050/sb_3_bill_20160404_chaptered.htm 7/7 (ii) The State Board of Equalization shall publish by the 10th of each month on its Internet Web site the monthly factor required to convert the prior month’s retail sales and use tax total from all tax rates to a retail sales and use tax total from a 3.9375- percent tax rate.
(iii) The Department of Finance shall multiply the monthly total from clause (i) by the monthly factor from clause (ii) for each month.
(iv) The Department of Finance shall sum the monthly totals calculated in clause (iii) to calculate the 12-month July 1 to June 30, inclusive, totals needed for the comparison in this subparagraph.
(2) (A) On or before July 28, 2017, and on or before every July 28 thereafter until the minimum wage is fifteen dollars ($15) per hour pursuant to paragraph (1) of subdivision (b), to ensure that the state General Fund fiscal condition can support the next scheduled minimum wage increase, the Director of Finance shall annually make a determination and certify to the Governor and the Legislature whether the state General Fund would be in a deficit in the current fiscal year, or in either of the following two fiscal years.
(B) For purposes of this subdivision, deficit is defined as a negative balance in the Special Fund for Economic Uncertainties, as provided for in Section 16418 of the Government Code, that exceeds, in absolute value, 1 percent of total state General Fund revenue and transfers, based on the most recent Department of Finance estimates required by Section 12.5 of Article IV of the California Constitution. For purposes of this subdivision, the estimates shall include the assumption that only the minimum wage increases scheduled for the following calendar year pursuant to subdivision (b) will be implemented.
(3) (A) (i) If, for any year, the condition in either subparagraph (A) or (B) of paragraph (1) is met, and if the condition in subparagraph (C) of paragraph (1) is met, the Governor may, on or before August 1 of that year, notify the Legislature of an initial determination to temporarily suspend the minimum wage increases scheduled pursuant to subdivision (b) for the following year.
(ii) If the Director of Finance certifies under paragraph (2) that the state General Fund would be in a deficit in the current fiscal year, or in either of the following two fiscal years, the Governor may, on or before August 1 of that fiscal year, notify the Legislature of an initial determination to temporarily suspend the minimum wage increases scheduled pursuant to subdivision (b) for the following year. (B) If the Governor provides notice to the Legislature pursuant to subparagraph (A), the Governor shall, on September 1 of any such year, make a final determination whether to temporarily suspend the minimum wage increases scheduled pursuant to subdivision (b) for the following year. The determination to temporarily suspend the minimum wage increases scheduled pursuant to subdivision (b) for the following year shall be made by proclamation.
(C) The Governor may temporarily suspend scheduled minimum wage increases pursuant to clause (ii) of subparagraph (A) no more than two times. (D) If the Governor makes a final determination to temporarily suspend the scheduled minimum wage increases pursuant to subdivision (b) for the following year, all dates specified in subdivision (b) that are subsequent to the September 1 final determination date shall be postponed by an additional year.

O
95

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City of San Luis Obispo, Council Memorandum
City of San Luis Obispo
Council Agenda Correspondence
DATE: December 10, 2024
TO: Mayor and Council
FROM: Greg Hermann, Deputy City Manager
VIA: Whitney McDonald, City Manager
SUBJECT: ITEM 5F – CONSIDERATION OF THE 2024-25 DIVERSITY, EQUITY,

AND INCLUSION HIGH IMPACT GRANT FUNDING

RECOMMENDATIONS
Staff received the following questions regarding Item 5f, Diversity, Equity, and Inclusion High Impact Grant Funding Recommendations. The questions are below with staff’s response shown in italics:
1) Please provide the application materials submitted as a part of the grant process.

All application materials submitted as a part of the grant process can be found at the following link: https://opengov.slocity.org/WebLink/DocView.aspx?id=202692. 2) Please provide the historical funding allocations for the Diversity, Equity, and Inclusion (DEI) High Impact Grant.

The DEI High Impact Grant program was first established by the City Council on November 17, 2020, and was also included in the 2021-23 Financial Plan as a part of the first DEI Major City Goal. Funding for the program has continued to be provided through subsequent budget processes.

The City has allocated a total of $709,800 (including $150,000 for FY 2024-25 to be considered by Council at the December 10, 2024 meeting) to a total of 29 nonprofit organizations and 42 projects. The following table (Table 1) shows the breakdown of funding distributed per fiscal year:

Table 1.

DEI High Impact Grant Funding Allocations by Fiscal Year FY 2020-2021 $109,800
FY 2021-2022 & 2022-2023 (combined years) $300,000
FY 2023-2024 $150,000
FY 2024-2025 $150,000
TOTAL $709,800
The following table (Table 2) provides detailed information about the historical funding allocation per organization and program.

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City of San Luis Obispo, Council Memorandum
City of San Luis Obispo
Council Agenda Correspondence
City of San Luis Obispo - DEI HIGH IMPACT GRANT – APPLICATION & FUNDING HISTORY Organization Program 2020-21
Combined
2021-2022
& 2022-23
2023-24 2024-25 TOTAL
1 Afrikan Black Collective ABC Conference NA NA NA $ - $ - 2 Asian American & Pacific Islander (AAPI) of
SLO County AAPI SLO: Celebrate and Empower NA $ 9,000 NA $ 7,500 $ 16,500 3 Assistance League of SLO County Operation School Bell NA NA NA NA $ - 4 At Her Table At Her Table NA NA $
-
NA $ -
5 Big Brothers Big Sisters
Bigs in Blue/Bigs with Badges $ - NA NA NA $ -
6 HERO Project NA NA NA NA $ -
7 Representation Matters: Supporting DEI through
diverse content NA NA $ - NA $ -
8 Pacheco Elementary School Mentorship
Program NA NA NA $ 10,000 $ 10,000
9 Boys & Girls Club Youth for Unity - Club at Laguna Middle School NA $ 10,000 NA NA $ 10,000 10 Central Coast Ag Network dba City Farm Expanding Access to Farm-Based Education for Individuals with Disabilities NA $ 20,000 NA NA $ 20,000 11 Central Coast Coalition for Undocumented
Student Success (CCCUSS)
Undocu Community Summit $ 10,200 NA NA NA $ 10,200
12 CCC-USS Undocu Student Community Summit
& Organizational Transformation &
Sustainability
NA $ 24,900 NA NA $ 24,900
13 Community Action Partnership of SLO
(CAPSLO) Teen Wellness Diversity, Equity, and Inclusion $ - NA NA NA $ - 14 Community Counseling Center (CCC) of
San Luis Obispo County
Cultural Brokers and Bridge Builders:

Establishing Latin/x Student and Family Links to
Mental Health Care
NA NA $ - $ - $ -
15 Court Appointed Special Advocate (CASA)
of SLO County Diversity is the Power of Change NA $ 5,000 $ 8,000 $ - $ 13,000 16 Corazon Latino Civic Education Campaign to Close Equity Gap NA NA NA $ - $ -

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Council Agenda Correspondence Page 3
17 Cuesta College Foundation Making the CASE for Equitable Higher Education in SLO NA NA NA $ - $ -
18 Diversity Coalition
SLO Multicultural Center & Community Diversity
Education & Training $ 10,000 NA $ -
NA $ 10,000
19 Diversity Coalition Programming NA $ 17,500 NA NA $ 17,500 20 BIPOC Board Leadership Program NA NA $ 40,000 $ 10,000 $ 50,000 21 Downtown SLO
Picture Yourself in SLO: 40 Years of DEI at the
Downtown Farmers' Market NA $ 11,400 NA NA $ 11,400
22 Expanding Multicultural Participation at
Downtown SLO's Farmers' Market NA NA $ - NA $ -
23 Increased Food Access at Farmers' Market NA NA NA $ - $ - 24 Economics of Being a Woman (not eligible)
Financial Education and Disaster Preparedness
eLearning Program NA NA NA $ - $ -
25 French Hospital Center Foundation Bilingual Lay Patient Navigator Program $ - NA NA NA $ - 26 Friends of SLO Botanical Garden Enabling Garden at the SLO Botanical Garden NA NA NA NA $ - 27 GALA Pride & Diversity Center
Intersectional Educational Empowerment and
Expansion Project NA $ 23,500 NA NA $ 23,500
28 SLO Queer Cultural Revitalization Project NA NA $ 20,000 NA $ 20,000 29 Complex LGBTQ+ Mental Health Support NA NA NA $ 15,000 $ 15,000 30 Girl Scouts of CA Central Coast Girl Scout Entrepreneurship Program NA NA NA NA $ - 31 History Center of SLO County Translation & Multilingual Access NA NA $ 6,000 NA $ 6,000 32 Hospice of SLO County Volunteer Training & Community Outreach NA $ 6,795 $ -
$ 7,750 $ 14,545
33 Independent Living Resource Center (ILRC) Disability Access and Communication NA $ 7,668 NA NA $ 7,668 34 Jacks Helping Hand, Inc Jack's Assistance Program NA NA $ - NA $ - 35 Jewish Community Center - Federation SLO Jewish Film Festival $ - NA NA NA $ - 36 Joga Bonito Central Coast Joga Bonito NA NA $
-
NA $ -
37 Literacy for Life
Literacy Program $ 10,000 NA NA NA $ 10,000
38 Treasured Objects: Personal Heritage Stories NA NA NA $ - $ - 39 Lumina Alliance Lumina Alliance Survivor Advisory Board NA NA $ - $ - $ - 40 Make the Extra Pass Foundation MTEP Scholarships for the Nico Mannion Hooperverse Basketball League NA NA NA NA $ -
41 Mission Community Services Operation
WBC San Luis Obispo Small Business Impact Project NA NA $ - NA $ -

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Council Agenda Correspondence Page 4
42 Mission Headstrong Veterans' Fitness, Autism Fitness Phase 2, & Aging Adult Fitness NA NA NA $ 15,000 $ 15,000
43 Monarch Hills Education
Monarch Hills Education NA NA $ - NA $ -
44 DEI Growth Program for Monarch Hills NA NA NA $ - $ - 45 Mozart Festival Ass. Dba Festival Mozaic Summer Festival: Family Concert & Midday Concert $ - NA NA NA $ -
46 National Alliance on Mental Illness (NAMI) Mental Health Resource Outreach Campaign NA NA NA $ 11,364 $ 11,364 47 One Cool Earth
Earth Genius $ 3,200 NA NA NA $ 3,200
48 School Garden Program NA NA NA NA $ -
49 Peace Academy of the Science & Arts
2021 Enrichment Programs $ - NA NA NA $ -
50 Academic & Leadership Enrichment
Programming NA NA NA NA $ -
51 Mawtini: Arab American Narratives of Home and
Belonging NA NA NA $ 39,441 $ 39,441
52 People's Self-Help Housing Corp.

DEI in SLO Affordable Housing and Nonprofit
employment NA NA NA NA $ -
53 Enhancing Affordable Housing Access Through
Bilingual ? NA NA NA $ - $ -
54 Pregnancy & Parenting Support of SLO
County Baby Bank NA NA NA $ - $ -
55 RACE Matters
Belonging 2021 $ 32,600 NA NA NA $ 32,600
56 Style and Substance NA $ 40,000 NA NA $ 40,000
57 Shop Talk NA NA $ 16,800 NA $ 16,800
58 Black Girl Wellness NA NA NA $ 5,000 $ 5,000
59 Recovery Road Runners, INC. Run Strong, Grow Strong NA NA NA $ - $ - 60 Restorative Partners
Restorative Conferencing Program $ - NA NA NA $ -
61 Restorative Conferencing Program NA $ 18,525 NA NA $ 18,525 62 Restorative Justice Conferencing Program
(Phase II) NA NA $ - NA $ -
63 Richard Pancho Gonzalez Youth
Foundation Pancho Foundation SLO Tennis Programming NA $ 8,212 NA NA $ 8,212 64 San Luis Coastal Education Foundation Opportunity Initiative NA NA NA $ - $ - 65 SLO Chamber of Commerce SLO County Family Friendly Workplaces Program NA NA NA $ - $ -
66 SLO Child Development Resource Center
Child/Family Strengthening Services $ - NA NA NA $ -
67 Child and Family Play Therapy NA NA $ - NA $ -

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Council Agenda Correspondence Page 5
68 SLO Classical Academy SLO Academy Native Spanish Speaker Scholarship Program NA NA NA NA $ -
69 SLO Climate Coalition
Micro-Community Collaborative Holistic Climate
Justice Directory $ - NA NA NA $ -
70 Stronger Together & Resilient SLO Accessibility
Project NA NA $ - NA $ -
71 SLO Coastal Education Foundation Students of Promise Initiative NA $ 15,000 NA NA $ 15,000 72 SLO Community Leadership Foundation:

Leadership SLO
The Representation in Leadership SLO Initiative NA $ 4,000 NA NA $ 4,000 73 SLO Community Leadership Foundation NA NA $ - NA $ - 74 SLO County UndocuSupport
SLO County UndocuSupport Partnership and
Direct Aid with Local Immigrant Families NA $ 16,000 NA NA $ 16,000 75 SLO County UndocuSupport NA NA $ 39,776 NA $ 39,776
76 SLO County Immigrant Resource Hug: A Pilot
Pop-up in Partnership with Local Mobile
Services
NA NA NA $ 18,945 $ 18,945
77 SLO Hillel Jews of Color: Intersecting Identities,
Intersecting Struggles NA $ 10,000 $ 10,000 $ 10,000 $ 30,000 78 SLO International Film Festival
The Change Makers $ 7,500 NA NA NA $ 7,500
79 Free Short Film Program Highlighting BIPOC
Filmmakers NA $ 6,900 $ -
NA $ 6,900
80 SLO Jazz Festival Diversity through cultural music, education, and art at SLO Jazz Festival NA NA NA NA $ -
81 SLO Museum of Art (SLOMA)
IDEA: Inclusion, Diversity, Equity, and Access NA $ 5,000 NA NA $ 5,000 82 Expanding Equity in Exhibitions NA NA $ 9,424 $
-
$ 9,424
83 SLO NOOR Foundation
Free Health & Supportive Services for
Uninsured BIPOC & Hispanic Residents $ 20,000 NA NA NA $ 20,000 84 Whole Community Care (WCC) Project NA $ 13,050 $
-
NA $ 13,050
85 Equitable Healthcare Access Program NA NA NA $ - $ - 86 SLO Partners Training All People in Influential Sectors $ - NA NA NA $ - 87 SLO Repertory Theatre
Bringing BIPOC Voices and Stories to SLO REP
and tour Community $ 16,300 NA NA NA $ 16,300
88 Expanding Diverse Voices at SLO Rep NA NA NA NA $ -
89 SLO4Home, Inc. SLO4Home Refugee Resettlement NA NA NA NA $ - 90 SLO Village Aging Better Together - Partnering with SLO to become an Age-Friendly City NA NA NA $ - $ -

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Council Agenda Correspondence Page 6
91 SLO Wind Orchestra Empowering Women in Music: A Celebration of Talent and Diversity NA NA $ - NA $ -
92 SPOKES: Resources for Nonprofits Symposium Promoting DEI in your Organization NA NA NA NA $ - 93 The Community Foundation San Luis
Obispo Health Equity SLO: Access for All NA NA NA NA $ - 94 TMHA
DEI & Mental Health Services $ - NA NA NA $ -
95 DEI Mental Health Initiative NA $ 27,550 $
-
NA $ 27,550
96 United Way of SLO County
Equity, Diversity, and Inclusion $ - NA NA NA $ -
97 Community Resilience Initiative NA NA NA NA $ -
98 Increased Support Services for SLO: 211 and
VOAD Collaboration and Community. NA NA NA $ - $ -
TOTAL $109,800 $ 300,000 $150,000 $150,000 $709,800
NA = No Application Submitted
$ - = Application Submitted but Funding Not Awarded

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Item 5f
Department: Administration
Cost Center: 1010
For Agenda of: 12/10/2024
Placement: Consent
FROM: Greg Hermann, Deputy City Manager
Prepared By: Nestor Veloz-Passalacqua
SUBJECT: CONSIDERATION OF THE 2024-25 DIVERSITY, EQUITY, AND

INCLUSION HIGH IMPACT GRANT FUNDING RECOMMENDATIONS

RECOMMENDATION

1. As recommended by the Human Relations Commission, approve the 2024-2025 DEI High Impact Grant funding allocations in the amount of $150,000; and

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

POLICY CONTEXT
The Human Relations Commission’s (HRC) purpose is to advise and make recommendations to City Council and the City Manager which promote and advance inclusion, mutual understanding, respect, and equitable treatment to all San Luis Obispo community members. The Diversity, Equity, Inclusion (DEI) High Impact Grant program provides financial support to non-profit organizations for programming and projects that advance DEI in the City. This grant program is part of the DEI Major City Goal workplan with the goal of making San Luis Obispo a more welcoming and inclusive place for all community members by addressing structural and systemic issues.

DISCUSSION
Background
On November 17, 2020, City Council approved the first funding allocations for DEI High Impact Grant projects totaling $109,800 to eight (8) organizations. During the 2021-23 Financial Plan process, City Council approved the DEI Major City Goal to include annual funding of $150,000 for the DEI High Impact Grant program.

DEI High Impact Grant Purpose
The purpose of the funding program is to enhance the sense of belonging for all people in the San Luis Obispo community. The funding is an effort to uplift and support local projects, programs, and initiatives that contribute to creating a San Luis Obispo that is welcoming, inclusive, equitable, and safe. The scope of inclusion and equity work is inherently broad and complex, and the funding seeks to support initiatives that show an understanding of “root causes” issues, can demonstrate measurable success, and contribute to some aspect of systemic change.

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Item 5f
The funding is primarily focused on advancing and implementing diversity, equity, and inclusion through innovative practices that seek to narrow equity gaps and address intractable, systemic, and structural issues. Illustrative examples of systemic/structural issues include:

1. Affordable housing development and access to housing.

2. Access to culturally and linguistically appropriate behavioral health services.

3. Poverty and unemployment impacting access to education, food, and shelter.

4. Diversity in government and governing institutions.

5. Racial and socio-economic disparities in the criminal justice system.

6. Environmental justice and equitable access to sustainable resources.

7. Equity in access and representation of females and female-identified community members in decision-making processes and leadership roles.

8. Diverse individual civic engagement related to voting representation and election education.

9. Diverse work programs to match individuals with potential employers.

Funding Applicants Criteria

1. Applicants must be a registered 501(c)(3) non-profit organization, government or education entity, or faith-based organization.

2. Funding activities must primarily occur in the City of San Luis Obispo and be accessible to all community members.

3. Funded activities must primarily serve City residents. Applicants that provide services to neighboring communities, but also serve a significant number of City residents, will be considered.

4. Requests must be for programs or services with the ability to show measurable impact and success. New creative approaches rooted in best practices or evidence, as well as proven approaches, are highly encouraged.

5. Collaborations between one or more organizations or groups are welcome and encouraged. At least one organization in the partnership needs to be an eligible entity noted above.

Funding Requirements

1. Applicants must submit a complete application that must include the following attachments:
a. DEI Statement
b. Detailed budget for the proposed project
c. Organizational chart
d. Document certifying Federal Tax-Exempt Status

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Item 5f

2. Applicants must demonstrate core values of justice, equity, diversity, and inclusion in their purpose/mission statement and daily operations and have been providing DEI-related initiatives or programs within SLO County for at least two years prior to application. (The proposal can be for something new, but the recipient organization must have been operating locally for at least two years.)

3. Grant recipients must enter into a contract with the City prior to receipt of DEI funds.

4. Grant recipients must complete periodic impact reports and provide them timely.

5. Grant recipients must submit a final impact report at the end of project or at 12 months from start, whichever comes first. Grant recipients will be expected to return unused funds.

DEI High Impact Grant Application Process
On July 22, 2024, the Office of DEI formally launched the DEI High Impact Grant process by advertising the availability of grant funds and information regarding the upcoming grant timeline, funding criteria, and examples of funding requests via the City’s Grant webpage and via email to community partners. The DEI High Impact Grant program application was due to the City August 30, 2024, at 5:00pm. The Office of DEI provided online technical assistance on July 31, and August 1, 2024, as well as responding to individual questions throughout the month of August. The City received grant applications from 30 organizations requesting funding for a total of $642,995. Attachment A includes a list of the applications submitted to the City for the DEI High Impact Grant funding and the HRC’s recommended funding amounts, including a description of each application.

HRC Review Process
The HRC DEI High Impact Grant Review Subcommittee, which included Chair Angie Kasprzak, Commissioner Vincent DeTurris, and Commissioner Stephanie Carlotti, participated in a three-part review process which included:

1. Subcommittee Review #1: Individual review of all applications. The subcommittee had from Wednesday, September 4, 2024, to Tuesday, September 10, 2024, to complete their initial independent review.

2. Subcommittee Review #2: The initial group review was conducted on Wednesday, September 11, 2024, in which the subcommittee members considered the funding priorities, the impact of the proposed project, and the viability and sustainability of the applications to guide their funding recommendations.

3. Subcommittee Review #3: The subcommittee met for a second time on September 17, 2024, to review their preliminary funding recommendations and provide final feedback to staff to present the recommendation to the entire HRC.

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Item 5f
On October 2, 2024, staff presented the DEI High Impact Grant subcommittee preliminary grant recommendations to the full HRC during a noticed public hearing meeting. During the discussion, the staff and subcommittee engaged with the other Commissioners to answer questions on the preliminary recommendations and voted to approve the funding recommendations reflected in Attachment A. The HRC found that the projects recommended for funding further Council’s adopted goal to make San Luis Obispo a more welcoming and inclusive place for all by advancing DEI initiatives.

HRC Public Hearing
The public hearing was held on October 2, 2024, which allowed the HRC to solicit feedback on the DEI High Impact Grant preliminary funding recommendations, prior to review by the City Council. Applicants were notified via email of their opportunity to attend the public hearing. A total of 24 correspondences were received on the public hearing item, showcasing the importance of this grant program in the community. Upon completion of deliberation, the HRC voted to approve the preliminary funding recommendations.

Grant Contracts
Upon Council approval of the DEI High Impact Grant funding allocations, the City will enter into a contract with each organization that has been awarded grant funding. The HRC and City staff will review grant project reports throughout the year. Organizations awarded grant funding are required to provide a mid-year report and a year-end report describing administrative functions, metrics and outcomes, and use of funds related to the application for each grant program. Reports are reviewed by staff and the HRC for completeness, compliance, and to ensure their approved projects are accessible to all community members.

Public Engagement
The public, and more specifically non-profit organizations, were engaged throughout the grant award process. Non-profit organizations received communication of available funding, including two virtual information sessions in English and Spanish on July 29, 2024, from 2:00pm – 4:00pm. Staff also offered technical assistance during the entire application period. This item is on the consent agenda for the December 10, 2024, City Council meeting and will follow all required postings and notification. The public can submit comments on this item at or before the meeting.

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

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Item 5f
Fiscal Analysis:

Funding
Sources
Total Budget
Available
Current
Funding
Request
Remaining
Balance
Annual
Ongoing
Cost
General Fund $150,000 $150,000 $0 $
State
Federal
Fees
Other:

Total $150,000 $0 $0 $
As adopted in the 2023-2025 Financial Plan, the allocated 2024-2025 budget for the DEI High Impact Grant program was $150,000. DEI High Impact Grant programs will be implemented for a period of one year starting January 1, 2025, and ending on December 31, 2025.

ALTERNATIVES

1. The Council may modify the proposed grant funding amounts to the applicants recommended by the HRC. The Council should provide direction on the modifications desired.

2. The Council may choose to modify the proposed grant funding recommendations and to fund eligible DEI High Impact Grant applications not recommended by the HRC. This action in not recommended by staff because thorough consideration was given to recommended awardees.

ATTACHMENTS
A - 2024-2025 DEI High Impact Grant HRC Preliminary Funding Recommendations & Program Summary
B - 10-02-2024 Approved HRC Minutes

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Org.

Project or
Program
Name
Description of Project/Program Rqtd.

Amount
Rec.

Amount
HRC
Comment
1 AAPI of
SLO
AAPI: Our
Voices,
Our Stories
Funds will be used to cover 10
performers, 5-10 artists, and 10 small
businesses at the annual AAPI
festival. Performers include the SLO
Buddhist Temple Taiko Drumming
Group, The Filipino Community
Center in Grover Beach, college
students from various AAPI clubs on
the Cal Poly campus such as Huio
Hawaii, Cal Poly Lion Dance Team,
the United Movement, and high
school student musicians. Spoken
word artists and poets will be invited
to contribute original work centered
around ethnic and cultural heritage,
small restaurants and retail owners
will also be invited to participate.

Additional AAPI leaders,
professionals, and BIPOC leaders
will be invited to speak showcasing
the diversity of the project. Before the
event, AAPI SLO will host storytelling
events throughout the year building
up to the AAPI event.
$15,000 $7,500
Partially
funded
project.

Contractor
to scope
services
based on
the new
dollar
amount.
2 Afrikan
Black
Collective
ABC
Conferenc
e
Funds will be used to put together
the Afrikan Black Coalition (ABC)
Conference, which is designed to
address structural and systemic
inequities that impact Afrikan/Black
students. The project's objectives
include 1) addressing systemic
inequities to address academic policy
disparities, 2) develop leadership
skills through workshops and
interactive sessions, 3) focus on
post-college success through career
and graduate education, 4) cultural
affirmation focused on heritage and
resilience, and 5) impact.
$20,000 $0
Not
allocating
funding for
this grant
cycle.
3 Big
Brothers
Big Sisters
Pacheco
Elementary
School
Mentorship
Program
Funds will be used for their schoolbased mentoring program at Pacheco Elementary School.

Activities include recruitment and
training of 25 high school student
volunteers to serve as mentors,
weekly 2-hour mentoring sessions,
DEI-focused activities designed to
celebrate diversity and build cultural
awareness, and once a month field
trips and enrichment opportunities.
$20,000 $10,000
Partially
fund project.

Contractor
to scope
project
appropriatel
y with the
new dollar
amount.

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4 CASA of
SLO
County
Increasing
Cultural
Competenc
e &
Diversity at

SLO CASA
Funds will be used to support and
build the cultural competency and
expertise of CASA staff and
volunteers assigned to foster youth
and expanding outreach and
recruitment efforts to diversify our
volunteer pool. The funds will cover a
portion of the CASA Training
Manager's salary which will be
dedicated to her time spent
coordinating and facilitating DEI
trainings for CASA volunteers and
conducting targeted volunteer
recruitment. Funds will also be used
to produce bilingual and Spanishlanguage flyers and brochures. $20,000 $0
Potential
funding. Cut
out on 2nd
round of
discussion
due to
insufficient
funding.
5 City Farm
SLO
Expanding
Access to
Therapeuti
c
Horticulture
Programmi
ng for
Adults with
Disabilities
Funds will be used to expand City
Farm's Therapeutic Horticulture
Programming to include twice-weekly
sessions for adults with disabilities.

Funds will cover 90 sessions across
45 weeks, serving 18 adults with
disabilities and 6 aides. Sessions will
focus on job skill development, fine
motor enhancement, cognitive
stimulation, and confidence-building.

Funds will also cover three (3)
technical assistance trainings for a
diverse group of educators.
$19,490 $0
Potential
funding. Cut
out on 2nd
round of
discussion
due to
insufficient
funding.
6 Community
Counseling
Center
Delving
Deep:

Mental
Health
Screening
Assessme
nt,
Observatio
n, and
Psychother
apy for
Latinx
Youth and
Families
Funds will be used to improve CCC's
services to Latinx youth and provide
support and access to counseling
services for their families. The funds
will enhance existing on-campus
programs in San Luis Coastal Unified
District (SLCUSD) at the three (3)
elementary schools with the highest
percentage of Latinx students: C.L.

Smith, Hawthorne, and Pacheco.

Funds will be distributed between the
Program Coordinator, Admin
Specialist I, Admin Specialist II,
Therapists, Clinical Director, Bilingual
Licensed Clinical Supervisor, and
Behavioral Health Interpreter.
$10,000 $0
Potential
funding. Cut
out on 2nd
round of
discussion
due to
insufficient
funding.
7 Corazon
Latino
Civic
Education
Campaign
to Close
Equity Gap
Funds will be used to provide a
targeted civic education campaign to
SLO's underserved and
underrepresented
Latino/Latinx/Hispanic community
and the entire community at large in
order to remove barriers to civic
engagement, increase civic
participation, and access to services.

Funds will cover six how-to-videos
produced in English and Spanish
$40,000 $0
Potential
funding. Cut
out on 2nd
round of
discussion
due to
insufficient
funding.

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(and Mixteco when appropriate),
providing civic education, monthly
educational classes/groups led by
Certified Community Health
Workers/Promotores, and a
marketing outreach campaign to
share civic information, promote
videos, and classes.
8 Diversity
Coalition
BIPOC
Board
Leadership
Program
Funds will be used to support two (2)
BIPOC Board Leadership Training
Program (BLTP) cohorts. Funds will
cover the Program Director to lead
program development and
implementation, as well as operation
expenses. The project also includes
board member placement, DEI
Training for Boards, and Leadership
SLO Alumni Exchange.
$40,000 $10,000
Partially
funded
project.

Contractor
to scope
project
appropriatel
y with the
new dollar
amount.
9 Downtown
SLO
Increased
Food
Access at
Farmer's
Market
Funds will be used to expand and
enhance food access at the yearround nightly Farmers' Market in downtown SLO on Thursday
evenings. The funds will cover the
increase demand and participation
by BIPOC and underserved and
underrepresented community
members, for the CalFresh EBT
token program, which requires more
staffing support.
$12,700 $0
Potential
funding. Cut
out on 2nd
round of
discussion
due to
insufficient
funding.
10 Economics
of Being a
Woman
Economics
of Being a
Woman's
Financial
Education
and
Disaster
Preparedn
ess
eLearning
Program
Funds will be used to develop and
disseminate the Economics of Being
a Woman Financial and Disaster
Preparedness eLearning Program.

The program includes interactive
online learning exercises along with
an online fillable and/or printable 18-
page companion workbook of
exercises that focus on actionable
preparedness steps outlined in the
online presentation. Services are
accessible to all community
members.
$20,000 $0
Not eligible
for funding
since
organization
is a for-profit
entity.
11 GALA
Pride &
Diversity
Center
Complex
LGBTQ+
Mental
Health
Support
Funds will be used to provide a multitiered system of mental health support. Funds will cover two new
monthly therapist-led support groups,
one for families of youth, and one for
young LGBTQ+ adults in the
transitional-aged group. Funds will
also cover the Writing for Queer
Empowerment Workshop and the Art
Therapy Group Workshop on a
quarterly basis. Funds will cover bimonthly social groups designed to create mental health support
programming for older adults and
$20,000 $15,000
Partially
funded
project.

Contractor
to scope
project
appropriatel
y with the
new dollar
amount.

Page 131 of 671 ends

youth and build community. Lastly,
funds will cover another Summer
Sports Day boosting youth
participation, confidence, and sense
of belonging.
12 Hospice of
SLO
County
Volunteer
Training &
Community
Outreach
Funds will be used to host four (4)
18-hour In-Home Volunteer Trainings
AND outreach initiative to spread
awareness about free-of-charge
support services among
marginalized, minoritized, and underserved populations in our area. The trainings include in-home respite
services, and include personal
attitudes towards death and dying,
medical and non-medical
approaches, communication skills,
grief and bereavement, and all
training are saturated with themes of
DEI with an emphasis on empathic
listening and human-to-human
connection.
$20,000 $7,750
Partially
funded to
cover.
$7,750 for
outreach
initiatives to
spread
awareness
about freeof-charge
support
services
among
underserved
communitie
s.
13 Literacy for
Life
Treasured
Objects:

Personal
Heritage
Stories
Funds will be used to cover
expenses for an art project designed
to uplift and bring social awareness
of cause issues impacting equity,
communication, and stories of
underserved and underrepresented
communities. Funds will cover the
collaborative initiative where a tutor
and learner will be invited to select
an object that holds personal
significance and reflects their
heritage, culture, and family. A
professional photographer will
capture stills of object, learners, and
tutors resulting in composition, which
will then be displayed as an art
exhibit.
$15,000 $0
Not
allocating
funding this
grant cycle.
14 Lumina
Alliance
ReDefine
Parenting
Program
Funds will be used to launch the
ReDefine Parenting Program at local
underserved elementary schools with
higher percentages of families that
are low income and primarily
Spanish Speaking. The funds will
cover 5-10 peer workshops at 2-4
elementary schools with up to 20
participating parents/caregivers
each. Topics include emotional
health, consent, boundaries, and
healthy relationships.
$20,000 $0
Potential
funding. Cut
out on 2nd
round of
discussion
due to
insufficient
funding.
15 Mission
Headstrong
Veterans'
Fitness,
Autism
Fitness
Phase 2, &
Funds will be used to cover 1) their
Veterans Fitness program that
include veterans’ community classes,
coaching, and health and fitness
education seminars, 2) Autism
$40,000 $15,000
Partially
funded to
cover
$15,000 for
the autism

Page 132 of 671 ends

Aging Adult
Fitness
Fitness Phase 2, which includes
weekly group class, and 1-1
specialized coaching, and 3) Older
Adult Fitness which includes weekly
group fitness classes.
component
of the
project.
16 Monarch
Hills
Education
DEI
Growth
Program
for
Monarch
Hills
Funds will be used to 1) provide
tuition assistance to economically
disadvantaged households, 2)
increase access to their regenerative
gardening and farming program, and
3) increase accessibility for Spanishspeaking community. $20,000 $0
Not
allocating
funding this
grant cycle.
17 National
Alliance on
Mental
Illness of
SLO
County
Mental
Health
Resource
Outreach
Campaign
Funds will be used to 1) create a
bilingual mental health resource
guide that addresses systematic
factors, 2) promotion of the guide
and education/support programs
offered through NAMI SLO County to
organizations who provide services
to diverse communities, 3)
community event tabling, and 4) inperson support to individuals experiencing homelessness.
$11,364 $11,364
Fully fund
project as
presented.
18 Peace
Academy
Mawtini:

Arab
American
Narratives
of Home
and
Belonging
Funds will cover the development of
an oral history collection of Arab
American narratives focused on
themes of home and belonging.

Funds will cover 1) recorded
interviews with individual community
members, 2) welcoming and learning
spaces for all city residents to learn
oral histories, and 3) an interactive
cultural event showcasing narratives
and promoting community dialogue.
$39,441 $39,441
Fully fund
project as
presented.
19 People
Self-Help
Housing
Corp.

Enhancing
Affordable
Housing
Access
Through
Bilingual
Funds will be used to enhance
access of permanent affordable
housing applications by creating
instructional videos in English and
Spanish and improving PSHH
website navigation. The video library
will include types of affordable
housing, detailed application
processes, eligibility criteria and
required documentation, profiles of
local housing providers, guidance on
navigating between different
programs, and information on
forecasting future rent in affordable
housing. Website enhancements
include redesigned user interface,
bilingual interface, and access to
tools to determine program eligibility.
$15,000 $0
Not
allocating
funding this
grant cycle.
20 Pregnancy
&
Parenting
Support of
Baby Bank
Funds will be used to sponsor their
Baby Bank program, specifically their
Diaper Bank, which will support the
purchasing of diapering supplies for
$5,000 $0
Not
allocating
funding this
grant cycle.

Page 133 of 671 ends

SLO
County
economically disadvantaged
perinatal families in the community.
21 RACE
Matters
Shop Talk
& Black
Girl
Wellness
Funds will be used for two programs:
1) Shop Talk and 2) Black Girl
Wellness. Both programs foster selfesteem, self-care, and wellbeing for black adults and youth. Shop Talk
include discussion groups centered
in Black wellness, one (1) 6-week
sessions 60-90 minutes centered on
Black wellness and healing, and one
(1) 6-week sessions at 90-minutes
centered on POC. All provided at
sliding scale ($15-$25). Black Girl
Wellness centers its efforts in
exploring the experiences of Black
identified female youth, ages 12-17,
and other people of color.
$20,000 $5,000
Partially
funded to
cover the
Black Girl
Wellness
component
of the
project,
which
grantee
agrees to
make
available
and open to
the entire
community.
22 Recovery
Road
Runners,
INC.

Run
Strong,
Grow
Strong
Funds will be used to implement a
comprehensive 12-week program
that combines physical fitness with
social-emotional-behavioral learning,
with a strong emphasis on substance
use prevention. The program
integrates a structured running
regimen with weekly lessons on
critical life skills such as emotional
regulation, goal setting, decisionmaking, and resisting peer pressure. $20,000 $0
Not
allocating
funding this
grant cycle.
23 San Luis
Coastal
Education
Foundation
Opportunit
y Initiative
Funds will be used to cover two key
initiatives 1) Equity in Outdoor
Learning and 2) NextGen Scholars.

The funds will cover socioeconomic
disadvantaged households. Equity in
Outdoor Learning will cover outdoor
science camp promoting access and
equity in learning experiences. Next
Gen Scholar will support firstgeneration college-bound students by removing financial barriers to
acceptance and admissions.
$20,000 $0
Potential
funding. Cut
out on 2nd
round of
discussion
due to
insufficient
funding.
24 SLO
Chamber of
Commerce
SLO
County
FamilyFriendly
Workplace
Program
(SLOFFW
P)
Funds will cover their established
Family Friendly Work Program
(FFWP) to a diverse array of
businesses, this includes education
and support to employers to help
them attract and sustain a strong,
inclusive workforce through the
implementation of this program. The
program utilizes an assessment tool
marketed to employers to assist
them in measuring their status, while
offering opportunities to review
policies and internal practices.
$20,000 $0
Not
allocating
funding this
grant cycle.

Page 134 of 671 ends

25 SLO
County
UndocuSupport
SLO
County
Immigrant
Resource
Hub: A
Pilot Popup in
Partnership
with Local
Mobile
Services
Funds will be used for two (2) pilot
mobile resources coordination popup events called Regional Services Clinics in the City of SLO. The
events' purpose is to remove barriers
to services, improve knowledge and
access resources, mobilize
resources, maximize provider
capacity, streamline communication
and access to information, and
enhance community and sense of
belonging. Both events will be
provided bilingually (English and
Spanish) and in Mixteco as well.

Services and events are open to the
entire general public and residents of
the City of San Luis Obispo.
$40,000 $18,945
Partially
funded
project.

Contractor
to scope
project with
the new
dollar
amount.
26 SLO Hillel
Shine a
Light on
Jewish
Heritage
and
Multicultura
lism/Popup Music
and
Speaker
Nights and
temporary
public art
installation
Funds will be used to host another
set of series to break down
stereotypes and inspire SLO
audiences to "shine a light" in the
pursuit of DEI. This year, the program
would incorporate artists, musicians,
and a Jew of Color speaker to
embrace the diversity of the Jewish
identity and collaboration with the
Diversity Coalition of SLO County,
the art and events will provide
thought-provoking new insights into
the ongoing conversations of race,
ethnicity, and identity, with a
particular focus on the relationship
between antisemitism and systemic
racism in today's world.
$20,000 $10,000
Partially
funded
project to
cover the
Jews of
Color
Speaker
Series
component
of the
project.
27 SLO Noor
Foundation
Equitable
Healthcare
Access
Program
Funds will be used to cover direct
clinical services for new patients from
diverse backgrounds, including
translation services, laboratory
diagnostics, and radiology imaging
crucial to diagnosis and treatment.

Funds will cover a FTE bilingual
medical assistants, vital screenings,
diagnostics orders, translation
services, laboratory and radiology
imaging services, and citywide
community awareness campaign.
$20,000 $0
Not
allocating
funding this
grant cycle.
28 SLO Village
Aging
Better
Together -
Partnering
with SLO
to become
an AgeFriendly
City
Funds will be used to create a 1)
refreshed marketing campaign
designed to raise awareness and
remove barriers to participation, 2)
outreach and engagement to
formalize partnerships with
nonprofits, 3) expand membership
and volunteer program, and 4)
spearhead an age-friendly task force.
$20,000 $0
Not
allocating
funding this
grant cycle.

Page 135 of 671 ends

29 SLOMA
2025
Exhibitions
with
Esteban
Cabeza de
Baca & Siji
Krishnan
Funds will be used to support two (2)
exhibitions by emerging artists
Esteban Cabeza de Baca and Siji
Krishnan. The exhibit by Cabeza de
Baca explores the mix past, present,
and future and mirrors the myriad
histories and cultures of the land,
with themes of agriculture and
diverse communities. The exhibit by
Krishnan explores sensory
impressions of rural Southern India
and examines the kinship between
humans and the natural world.
$20,000 $0
Not
allocating
funding this
grant cycle.
30 United Way
of SLO
County
Increased
Support
Services
for SLO:
211 and
VOAD
Collaborati
on and
Community
Engageme
nt
Funds will be used to expand their
211 Program and Voluntary
Organizations Active in Disaster
(VOAD) Disaster Relief Services
through 1) increased outreach, 2)
improved marketing, and 3) by
engaging additional agencies in the
City of SLO for culturally appropriate
outreach and information
dissemination.
$20,000 $0
Not
allocating
funding this
grant cycle.

TOTAL $642,995 $150,000

Page 136 of 671 ends

1 Human Relations Commission Minutes
October 2, 2024, 5:00 p.m.

Council Hearing Room, 990 Palm Street, San Luis Obispo
Human Relations
Commissioners

Present:

Commissioners Mason Ambrosio, Stephanie Carlotti, Vincent DeTurris, Sierra Smith, Taryn Warrecker, Vice Chair Catuih Campos, Chair Angie Kasprzak
City Staff Present: Diversity, Equity, and Inclusion Manager Nestor VelozPassalacqua, Deputy City Clerk Kevin Christian, Deputy City Clerk Sara Armas
_____________________________________________________________________

1. CALL TO ORDER
A Regular Meeting of the San Luis Obispo Human Relations Commission was called to order on October 2 at 5:00 p.m. in the Council Chambers at City Hall, 990 Palm Street, San Luis Obispo, by Chair Kasprzak.

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

Stephen Vines
--End of Public Comment--

3. CONSENT

3.a CONSIDERATION OF MINUTES - SEPTEMBER 12, 2024 HUMAN

RELATIONS COMMISSION MINUTES
Motion By Commissioner Smith
Second By Commissioner Carlotti
To approve the Human Relations Commission Minutes of September 12, 2024.

Ayes (7): Commissioner Ambrosio, Commissioner Carlotti, Commissioner DeTurris, Commissioner Smith, Commissioner Warrecker, Vice Chair Campos, and Chair Kasprzak
CARRIED (7 to 0)

Page 137 of 671 ends

2 4. BUSINESS ITEMS

4.a REVIEW OF THE 2023-24 HUMAN SERVICES GRANT YEAR-END

REPORTS
Diversity, Equity, and Inclusion Manager Nestor Veloz-Passalacqua provided review of 2023-23 Human Services Grant Year-End Reports.

Chair Kasprzak opened Public Comment
Public Comment:

None
--End of Public Comment--
Chair Kasprzak closed Public Comment
Action: The Human Relations Commission reviewed the 2023-24 Human Services Grant (HSG) year-end reports and provided feedback to staff as part of their respective liaison assignment roles.

5. PUBLIC HEARINGS

5.a 2024-25 DEI HIGH IMPACT GRANT PRELIMINARY FUNDING

RECOMMENDATION
Diversity, Equity, and Inclusion Manager Nestor Veloz-Passalacqua provided the report and responded to questions.

Public Comment:

Noha Kolkailah
Theresa Braden
Tristan Cordova
Lily Puga
Stacey Salame
Marina Bernheim
Victoire Prothro
Robby McLaughlin
Jaime Lewis
Courtney Haile
Claude Swain
Regan Smith
Tina Clark & Lauren Cook
Chelsea Ruiz
--End of Public Comment--

Page 138 of 671 ends

3 Motion By Commissioner Warrecker
Second By Commissioner DeTurris

1. Receive the grant preliminary funding recommendation from the HRC Grant Review Subcommittee; and

2. Make a final DEI Grant Funding Recommendation to the City Council following the public hearing, full commission discussion, and feedback.

Organization Project or
Program Name Rqtd. Amount Rec. Amount
Review
Subcommittee
Comments
1 AAPI of SLO AAPI: Our Voices,
Our Stories $15,000 $7,500
Partially funding. Scope
services based on the
new dollar amount.
2 Afrikan Black
Collective ABC Conference $20,000 $0 Not allocating funding for this grant cycle. 3 Big Brothers
Big Sisters
Pacheco Elementary
School Mentorship
Program
$20,000 $10,000
Partially fund project.

Contractor to scope
project appropriately with
the new dollar amount.
4 CASA of SLO
County
Increasing Cultural
Competence &
Diversity at SLO
CASA
$20,000 $0
Potential funding. Cut out
on 2nd round of
discussion due to
insufficient funding.
5 City Farm SLO
Expanding Access to
Therapeutic
Horticulture
Programming for
Adults with
Disabilities
$19,490 $0
Potential funding. Cut out
on 2nd round of
discussion due to
insufficient funding.
6 Community
Counseling
Center
Delving Deep:

Mental Health
Screening
Assessment,
Observation, and
Psychotherapy for
Latinx Youth and
Families
$10,000 $0
Potential funding. Cut out
on 2nd round of
discussion due to
insufficient funding.
7 Corazon Latino
Civic Education
Campaign to Close
Equity Gap
$40,000 $0 Potential funding. Funds
allocated to other projects.
8 Diversity
Coalition
BIPOC Board
Leadership Program $40,000 $10,000
Partially funding project.

Contractor to scope
project appropriately with
the new dollar amount.
9 Downtown SLO
Increased Food
Access at Farmer's
Market
$12,700 $0
Potential funding. Cut out
on 2nd round of
discussion due to
insufficient funding.

Page 139 of 671 ends

4 10 Economics of
Being a Woman
Economics of Being
a Woman's Financial
Education and
Disaster
Preparedness
eLearning Program
$20,000 $0
Not eligible for funding
since organization is a for-
profit entity.
11 GALA Pride &
Diversity Center
Complex LGBTQ+
Mental Health
Support
$20,000 $15,000
Partially funded project.

Scope services based on
new dollar amount.
12 Hospice of SLO
County
Volunteer Training &
Community
Outreach
$20,000 $7,750
Partially funding. $7,750
for outreach initiatives to
spread awareness about
free-of-charge support
services among
underserved communities.
13 Literacy for Life
Treasured Objects:

Personal Heritage
Stories
$15,000 $0 Not allocating funding this
grant cycle.
14 Lumina Alliance ReDefine Parenting
Program $20,000 $0
Potential funding. Cut out
on 2nd round of
discussion due to
insufficient funding.
15 Mission
Headstrong
Veterans' Fitness,
Autism Fitness
Phase 2, & Aging
Adult Fitness
$40,000 $15,000
Partially funding. $15,000
for the autism component
of the project.
16 Monarch Hills
Education
DEI Growth Program
for Monarch Hills $20,000 $0 Not allocating funding this grant cycle. 17 National
Alliance on
Mental Illness
of SLO County
Mental Health
Resource Outreach
Campaign
$11,364 $11,364 Fully fund project as
presented.
18 Peace Academy
Mawtini: Arab
American Narratives
of Home and
Belonging
$39,441 $39,441 Fully fund project as
presented.
19 People Self-
Help Housing
Corp.

Enhancing
Affordable Housing
Access Through
Bilingual
$15,000 $0 Not allocating funding this
grant cycle.
20 Pregnancy &
Parenting
Support of SLO
County
Baby Bank $5,000 $0 Not allocating funding this
grant cycle.
21 RACE Matters Shop Talk & Black
Girl Wellness $20,000 $5,000
Partially fund project.

Funds to cover Black Girl
Wellness initiative
ensuring services are
provided and open to all.
22 Recovery Road
Runners, INC.

Run Strong, Grow
Strong $20,000 $0 Not allocating funding this grant cycle. 23 San Luis
Coastal Opportunity Initiative $20,000 $0 Potential funding. Cut out on 2nd round of

Page 140 of 671 ends

San Luis Obispo City CouncilDecember 10, 2024

San Luis Obispo City Council
December 10, 2024