San Luis Obispo City Council
August 19, 2025

City Council
AGENDA

Tuesday, August 19, 2025, 5:30 p.m.

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

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

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

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

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

Public Comment during the meeting:

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

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

Pages

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

1.a CALL TO ORDER
Mayor Erica A. Stewart will call the Closed Session of the San Luis Obispo City Council to order at 4:00 p.m. in the Council Hearing Room at City Hall, 990 Palm Street, San Luis Obispo.

1.b PUBLIC COMMENT FOR CLOSED SESSION ITEMS ONLY
Public Comment will only be accepted for items listed on the Closed Session agenda.

1.c CONFERENCE WITH LEGAL COUNSEL - ANTICIPATED LITIGATION Initiation of litigation pursuant to paragraph (4) of subdivision (d) of California Government Code Section 54956.9.

No. of potential cases: One.

1.d CONFERENCE WITH REAL PROPERTY NEGOTIATORS
Pursuant to Government Code §54956.8
Property: APN 053-510-012
Agency Negotiators: Robert Hill, Greg Hermann, Christine Dietrick, Whitney McDonald
Negotiating Parties: Pari Holliday
Under Negotiation: Price and terms of payment.

1.e CONFERENCE WITH REAL PROPERTY NEGOTIATORS
Pursuant to Government Code §54956.8
Property: APN 002-412-016
Agency Negotiators: Robert Hill, Greg Hermann, Christine Dietrick, Whitney McDonald
Negotiating Parties: Thomas Kessler
Under Negotiation: Price and terms of payment.

1.f CONFERENCE WITH REAL PROPERTY NEGOTIATORS
Pursuant to Government Code §54956.8
Property: APN 002-352-022
Agency Negotiators: Robert Hill, Greg Hermann, Christine Dietrick, Whitney McDonald
Negotiating Parties: Steven and Gina Nelson
Under Negotiation: Price and terms of payment.

1.g ADJOURNMENT
The City Council will hold a Regular Meeting on August 19, 2025 at 5:30 PM in the Council Chambers at City Hall, 990 Palm Street, San Luis Obispo.

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

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

4. PRESENTATIONS

4.a CONVIVENCIA CELEBRATION PROCLAMATION
Mayor Stewart will present a proclamation declaring the 3rd Saturday in August as Convivencia.

4.b CITY MANAGER REPORT
Receive a brief report from City Manager Whitney McDonald.

5. 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.

6. 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 6a to 6j.

6.a WAIVE READING IN FULL OF ALL RESOLUTIONS AND

ORDINANCES
Recommendation:

Waive reading of all resolutions and ordinances as appropriate.

6.b MINUTES REVIEW - JULY 15, 2025 COUNCIL MINUTES 11
Recommendation:

Approve the minutes of the City Council meeting held on July 15, 2025.

6.c ANNUAL SPECIAL TAX LEVY REPORT FOR THE COMMUNITY
FACILITIES DISTRICT NO 2019-1 (SAN LUIS RANCH) FOR FISCAL YEAR 2025-2026.
19 Recommendation:

Receive and file the CFD No. 2019-1 (San Luis Ranch) Tax Report FY 2025-26.

6.d ANNUAL SPECIAL TAX LEVY REPORT FOR THE COMMUNITY
FACILITIES DISTRICT NO. 2017-1 (AVILA RANCH) FOR FISCAL YEAR 2025-2026
63 Recommendation:

Receive and file the Avila Ranch CFD No. 2017-1 (Services) – FY 2025- 26 Tax Report

6.e CITY-COUNTY ZONE 9 FLOOD CONTROL DISTRICT

REIMBURSEMENT AGREEMENT UPDATE
89 Recommendation:

Approve an amendment to the existing Memorandum of Understanding (MOU) between the City of San Luis Obispo and the County of San Luis Obispo, as administrator of the Zone 9 Flood Control and Water Conservation District (“Zone 9”), in order to provide funding support (reimbursement) for activities to assist in the update of the Waterway Management Plan, Volume 1.

6.f AUTHORIZE THE RENEWAL OF 10-YEAR CROSS-CONNECTION

INSPECTION SERVICES CONTRACT BETWEEN THE CITY AND

COUNTY OF SAN LUIS OBISPO
103
Recommendation:

Authorize the renewal of the 10-year Cross-Connection Services agreement between the County of San Luis Obispo and the City of San Luis Obispo.

6.g FY 2025-30 ANIMAL CONTROL SERVICES AGREEMENT 119
Recommendation:

Authorize the Mayor to execute a five-year agreement with the County of San Luis Obispo for the continued provision of Animal Care and Control Services for the period of July 1, 2025, to June 30, 2030, in the amount of $389,746 for the first year, with annual adjustments thereafter.

6.h ADVISORY BODY APPOINTMENT FOR AN UNSCHEDULED

VACANCY ON THE TREE COMMITTEE
137
Recommendation:

Confirm the appointment of Kari Gephart to the Tree Committee (TC) for the remainder of the vacated term expiring March 31, 2026.

6.i SELECTION OF VOTING DELEGATE AND ALTERNATES FOR THE 2025 LEAGUE OF CALIFORNIA CITIES ANNUAL CONFERENCE
139
Recommendation:

Appoint Council Member Mike Boswell as the Voting Delegate and Council Member Emily Francis as Alternate Voting Delegate to vote on the City’s behalf at the Annual Business Meeting of the League of California Cities on Thursday, October 9, 2025.

6.j BEHAVIORAL HEALTH SERVICES CONTRACT RENEWALS FOR

COMMUNITY ACTION TEAM AND MOBILE CRISIS UNIT (FYS
2025–27)
141
Recommendation:

Authorize the City Manager to execute up to two (2) one-year renewals of the contracts with the County of San Luis Obispo for continued Behavioral Health Services in support of the Police Department’s Community Action Team and the Fire Department’s Mobile Crisis Unit.

7. PUBLIC HEARING AND BUSINESS ITEMS

7.a REVIEW OF A PLANNED DEVELOPMENT AMENDMENT TO

REVOKE THE PLANNED DEVELOPMENT OVERLAY, RELATED TO
A MIXED-USE DEVELOPMENT PROJECT AT 1144 CHORRO
STREET, FOR SEVEN (7) AFFECTED PROPERTIES. THE PROJECT
IS EXEMPT FROM ENVIRONMENTAL REVIEW (30 MINUTES)
203
Recommendation:

Recommend the City Council introduce and adopt an Ordinance revoking the Planned Development Overlay (Ordinance No. 1687 [2020 Series]), related to a development project proposed at 1144 Chorro Street, and amending the Zoning Map to rezone the seven (7) associated properties from C-D-PD and C-D-H-PD to C-D and C-D-H, respectively. The project is exempt from environmental review under Section 15301(b)(3) (General Rule Exemption) of the California Environmental Quality Act (CEQA) Guidelines.

8. STUDY SESSION

8.a SEWER INFRASTRUCTURE RENEWAL STRATEGY AND PRIVATE
SEWER LATERAL PROGRAM UPDATES (90 MINUTES)
219
Recommendation:

Receive a presentation and conduct a Study Session on the 2025 Wastewater Collection System Infrastructure Renewal Strategy, including proposed updated capacity-constrained areas infiltration and intrusion reduction approaches; and

1. Receive and file the 2025 Wastewater Collection System Infrastructure Renewal Strategy report, and provide strategic direction regarding the following:
a. Continuance of the Wastewater Flow (Sewer Lateral)
Offset Program; and
b. Updated General Plan Water and Wastewater Element
Capacity Constrained Boundaries Map; and
c. Expansion of Private Sewer Lateral Replacement Rebate eligibility to include all sewer lateral replacements within the newly defined capacity-constrained areas; and
d. Evaluation of a Private Sewer Lateral Inspection Rebate program.

2. 9. 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
Vice Mayor
Shoresman
Council Member
Boswell
Council Member
Francis
Council
Member Marx
SLO Council of
Governments
Zone 9 Advisory
Committee
Airport Land Use Nacimiento Water
Project
Air Pollution
Control District
Regional
Economic Action
Coalition
Downtown
Association
Board
SLO Climate
Coalition
Community
Action
Partnership
Integrated
Waste
Management
Authority
CA Men’s
Colony Advisory
Committee
Homeless
Services
Oversight
Committee
Local Agency
Formation
Commission
County Water
Resources
Advisory
Committee
Performing Arts
Center
Commission
CP Campus
Planning
Committee
SLO Regional
Transit Authority
Visit SLO
County Advisory
Committee
Central Coast
Clean Energy

10. ADJOURNMENT
The next Regular Meeting of the City Council will be held on September 2, 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.

1 Council Minutes
July 15, 2025, 5:30 p.m.

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

Present:

Council Member Mike Boswell, Council Member Emily Francis, Council Member Jan Marx, Vice Mayor Michelle Shoresman, Mayor Erica A. Stewart
City Staff Present: City Manager Whitney McDonald, Christine Dietrick, City Attorney, Teresa Purrington, City Clerk
_____________________________________________________________________

1. CLOSED SESSION

2. CALL TO ORDER
A Regular Meeting of the San Luis Obispo City Council was called to order on July 15, 2025 at 5:30 p.m. in the Council Chambers, 990 Palm Street, San Luis Obispo, by Mayor Stewart.

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

4. PRESENTATIONS

4.a ANNUAL PRESENTATION FROM CENTRAL COAST COMMUNITY
ENERGY (3CE)
Das Williams, Senior Advisor for Policy and Legislative Affairs; Spencer Brandt, Community Relations Manager presented the Annual Report to City Council.

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:

None
--End of Public Comment--

6. CONSENT AGENDA

2 Public Comment:

None
--End of Public Comment--
Motion By Vice Mayor Shoresman
Second By Council Member Marx
To approve Consent Calendar Items 6a to 6k.

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

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

6.b MINUTES REVIEW - JUNE 17, 2025 COUNCIL MINUTES
Approve the minutes of the City Council meeting held on June 17, 2025.

6.c APPROVE A UTILITY EASEMENT WITH PACIFIC GAS AND ELECTRIC (PG&E) TO FACILITATE CALTRANS INTERSECTION IMPROVEMENT

PROJECT AT SANTA ROSA STREET & HIGHLAND DRIVE
Authorize the Mayor to execute a Public Utility Easement Agreement with PG&E in a final form approved by the City Attorney to support improvements planned by Caltrans to the Santa Rosa Street (State Route 1) & Highland Drive intersection.

6.d ADVISORY BODY APPOINTMENTS FOR UNSCHEDULED VACANCIES

ON THE HUMAN RELATIONS COMMISSION AND THE TOURISM

BUSINESS IMPROVEMENT DISTRICT BOARD
Confirm the appointment of Jennifer Fields to the Human Relations Commission (HRC) and Mark Eads to the Tourism Business Improvement District Board (TBID), for the remainder of the respective vacated terms as detailed in the report.

6.e DOWNTOWN SLO AGREEMENT 2025-26
Authorize the City Manager to finalize and approve a one-year agreement with Downtown SLO, as well as the referenced separate agreements for the holiday lights program and tree lighting and power program, to execute the Downtown-related initiatives in the 2025-27 Financial Plan, with the

3 option to renew the agreements for one additional year by mutual written consent of the City Manager and Downtown SLO.

6.f AMENDMENT NO. 1 TO GRANT AGREEMENT WITH FRIENDS OF LA

LOMA ADOBE
Authorize the City Manager to execute Amendment No. 1 to Grant Agreement with the Friends of La Loma Adobe in a final form satisfactory to the City Attorney.

6.g FY 2025-26 POLICE DEPARTMENT GRANT APPLICATIONS

1. Authorize staff to submit grant applications and accept awards for FY 2025-26 from the following agencies: a. Department of Alcoholic Beverage Control in the amount of $94,211.b.

Department of Justice Tobacco Grant Program in the amount of $74,276.c. Department of Justice Law Enforcement Mental Health and Wellness Act Project in the amount not to exceed $130,000.

2. Adopt the following Draft Resolutions entitled, a. “Resolution Authorizing a Grant Application for Funding from the Department of Alcoholic Beverage Control.” b. “Resolution Authorizing a Grant Award Provided Through the California Highway Patrol Cannabis Tax Fund Grant Program.”

3. If the grants are awarded, authorize the City Manager or the Police Chief, to execute grant related documents and authorize the Finance Director to make the necessary budget adjustments upon the award of the grant.

6.h AGREEMENT WITH SAN LUIS COASTAL UNIFIED SCHOOL DISTRICT

TO FUND SCHOOL RESOURCE OFFICER POSITION

1. Authorize the City Manager to sign a Memorandum of Agreement with San Luis Coastal Unified School District to fund the School Resource Officer position for FY 2025-26 in the amount of $217,957.

2. Authorize the City Manager to execute future agreements with San Luis Coastal Unified School District with similar terms.

6.i ADOPTION OF FY 2025-26 COMMUNITY PROMOTION PROGRAMS

FOR TOURISM BUSINESS IMPROVEMENT DISTRICT (TBID) AND

PROMOTIONAL COORDINATING COMMITTEE (PCC)

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

1. Authorize the City Manager to enter into various contracts for the TBID not to exceed the 2025-26 budget of $1,900,458 (excludes staffing costs), based on the recommendations by the TBID Board; and - This includes approval of the funding for the second year of the contract with Noble Studios for marketing services in the amount of $1,250,000; and
- The funding of the contract with Badger Branding for content marketing services in the amount of $107,700; and

2. Authorize the City Manager to use the TBID Fund Balance for tourism marketing expenditures in 2025-26 in accordance with TBID use of revenue policy;

3. Authorize the City Manager to enter into various contracts and program expenditures for Community Promotions not to exceed the 2025- 26 program budget of $367,000 (excludes staffing costs) based on the recommendations by the PCC; and
- This includes the 2025-26 Cultural Arts & Community
Promotions (CACP) allocations in the amount of $100,000 and authorization to execute individual agreements with each grant recipient.

6.j CONSIDERATION OF THE 2025-27 DEI HIGH IMPACT GRANT

FUNDING PRIORITIES AND INFORMATION
As recommended by the Human Relations Commission, approve the Diversity Equity and Inclusion (DEI) High Impact Grant funding priorities and information for the 2025-26 and 2026-27 fiscal years.

6.k ADOPT A RESOLUTION AUTHORIZING THE CITY CLERK AND CITY

ATTORNEY TO AMEND THE RECORDS RETENTION POLICY AND

SCHEDULE TO REFLECT NON-RETENTION OF CERTAIN INCIDENTAL

VIDEO FOOTAGE AND IMAGES NOT RETRIEVED FOR CITY

BUSINESS OR USE BY CITY STAFF
Adopt a draft Resolution entitled “ A Resolution of the City of San Luis Obispo, California, Authorizing the City Clerk and City Attorney to Amend the Records Retention Policy and Schedule to Reflect Non-retention of Certain Incidental Video Footage and Images Not Retrieved for City Business Use by City Staff.” (Attachment A) This policy clarification does not alter in any way the statutorily mandated retention requirements

5 applicable to footage of police in-vehicle camera, body-worn camera, or routine video monitoring.

7. STUDY SESSION

7.a CLIMATE ACTION - EXISTING BUILDING ENERGY RETROFIT POLICY

UPDATE AND FUTURE OPTIONS STUDY SESSION
Natural Resources and Sustainability Official Bob Hill and Sustainability Manager Chris Read provided an in-depth staff report and responded to Council questions.

Public Comments:

Laura Albers
Rachel Whalen
Jenn Fields
---End of Public Comment---
ACTION: Council provide strategic direction to:
 Re-adopt the Energy Efficient Renovations Requirements for single-family homes
o Along with additions and alterations, evaluate the alternative to include attached ADUs in the Energy Efficient Renovations program update.
 Evaluate and return with an additions and alteration policy for multifamily and nonresidential buildings  Undertake initial BPS work with available staff time
 Continue to monitor and provide feedback on the state BPS program
 Continue to advocate for non-residential retrofit rebates and incentives
 Participate in a voluntary Home Energy Score pilot

6 8. PUBLIC HEARING AND BUSINESS ITEMS

8.a APPOINT AN AD HOC COMMITTEE OF THE CITY COUNCIL TO

COLLABORATE WITH STAFF TO PREPARE RESPONSES TO GRAND
JURY REPORT “ROUND & ROUND WITH TOWN & GOWN”
City Manager Whitney McDonald provided an in-depth staff report and responded to Council questions.

Public Comments:

None
---End of Public Comment---
Motion By Vice Mayor Shoresman
Second By Council Member Boswell
Appoint Mayor Stewart and Council Member Marx to the Ad Hoc Committee to collaborate with staff on responses to the Findings and Recommendations in the Grand Jury Report entitled “Round & Round with Town & Gown”.

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

8.b APPOINT 2026 COUNCIL COMPENSATION COMMITTEE
Deputy City Manager Greg Hermann and City Clerk Teresa Purrington provided an in-depth staff report and responded to Council questions.

Public Comments:

None
---End of Public Comment---
Motion By Mayor Stewart
Second By Council Member Marx
To appoint Andy Pease, Jill LeMieux, Erin Foote, Kari Howell, Trent Johnson, Barry Price, and Joyce Tseng to the Council Compensation Committee effective immediately and ending upon presentation of their Recommendations.

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

7 9. LIAISON REPORTS AND COMMUNICATIONS
Mayor Stewart
 Attended the June 18th Performing Arts Center Commission meeting  Hosted the June 25th Mayor/Advisory Body Chairs Quarterly meeting Vice Mayor Shoresman
 Attended the July 8th Downtown Association Board meeting  Will be attending the Homeless Services Oversight Committee tomorrow July 16th
Council Member Boswell
 Will be attending the Local Agency Formation Commission (LAFCO) on Thursday June 17th
Council Member Francis
 Attended the Community Action Partnership (CAPSLO) meeting on June 26th
Council Member Marx
 Attended the Air Pollution Control District (APCD) meeting on June 18th  Attended the Welcome Home Village Ribbon cutting

10. ADJOURNMENT
The meeting was adjourned at9:09 p.m. The next Regular City Council Meeting is scheduled for August 5, 2025 has been cancelled. The next Regular City Council Meeting is scheduled for August 19, 2025 at 5:30 p.m. in the Council Chambers at City Hall, 990 Palm Street, San Luis Obispo.

APPROVED BY COUNCIL: XX/XX/202X

Item 6c
Department: Finance
Cost Center: 2001
For Agenda of: 8/19/2025
Placement: Consent
Estimated Time: N/A
FROM: Emily Jackson, Finance Director
Prepared By: Brent Taylor – Financial Analyst, Infrastructure Finance SUBJECT: ANNUAL SPECIAL TAX LEVY REPORT FOR THE COMMUNITY FACILITIES DISTRICT NO 2019-1 (SAN LUIS RANCH) FOR FISCAL YEAR 2025-2026.

RECOMMENDATION
Receive and file the CFD No. 2019-1 (San Luis Ranch) Tax Report FY 2025-26.

REPORT-IN-BRIEF
The San Luis Ranch CFD Annual Tax Report (FY 2025-2026) (Attachment A) covers all parcels of land within the boundaries of the City of San Luis Obispo Community Facilities District No. 2019-1 (San Luis Ranch). The special tax attributed to each parcel was computed pursuant to the Amended and Restated Rate, Method of Apportionment, and Manor of Collection of Special Tax (“RMA”) as approved by Council in Resolution No. 11233.

The San Luis Ranch CFD Annual Tax Report (FY 2024-2025) (Attachment A) is divided into four chapters: (1) An Introduction, which describes the purpose of the CFD and structure of the report, (2) The Taxable Land Uses, which describes the different types of land uses within the boundaries of the CFD, (3) Annual CFD Costs, which determines the expected annual expenditures of the CFD, and (4) Assignment of the Maximum Special Tax and Special Tax Levy for FY 2025 - 2026, which determines the maximum amount of special tax for each parcel and the amount of the levy to submit to the County for each parcel.

Each fiscal year, the District Administrator, Economic and Planning Systems, Inc. (EPS), calculates the maximum amount of special tax revenue that may be collected from all taxable parcels in the CFD. Since the district is currently in construction phases, the RMA specifies that the levy for each fiscal year is to be based on the total number of building permits issued as of May 1st each year. As of May 1, 2025, the City had issued a total of 577 building permits since the start of the project (198 for low-density, 83 for medium density, 80 townhomes, 96 condominiums, and 120 efficiency units). Tax-exempt parcels consist of 22 Workforce/ Affordable Units, therefore the total number of units taxed will be 555. All permits for the residential portion of the project have been issued and all taxable parcels will now be included in the levy going forward.

Item 6c
Each year the District Administrator works with City Staff to determine the Annual Costs of the CFD. Expected costs of the CFD for fiscal year 2025-2026 are $1,368,148.96, which includes principal and interest payments on the associated Bonds, CFD Administrator Fee, Trustee Fee, City Staff Costs, and Pay-as-you-Go costs for Authorized Facilities. These amounts are estimated costs and if the actual costs are less than the actual special tax revenue, then the special tax revenue not expended will be held in the City’s San Luis Ranch CFD Fund for subsequent years’ obligations.

Special tax revenues collected, that are not otherwise needed to fund the administration of the CFD, debt service, and the replenishment of the bond reserve fund, are allocated to pay-as-you-go (“PAYGO”) facilities as outlined in the Acquisition Agreement approved by Council on October 20, 2020, with Resolution No. 11176. Half of the special tax revenue classified as PAYGO must be used to reimburse the developer for the documented shortfall between the anticipated cost of the authorized public infrastructure built and the bonds’ net proceeds. The other half is disbursed to the City for reimbursement of authorized costs incurred on behalf of the district. For FY 2025-2026, the City will levy all parcels at the maximum rate to generate PAYGO revenue as specified in the RMA. Taxing all parcels for FY 2025-2026 at the allowable maximum rate will generate $216,615.01 special tax revenue that is not required for other authorized costs of the CFD. This amount will be used to fund authorized and documented expenditures and provide reimbursement to Developer and to the City. This amount is paid out to the Developer and the City in September of the subsequent fiscal year, after all other annual costs of the CFD have been completed.

By allocating 100% of the assigned maximum special tax for all taxable parcels, the total special tax levy for FY 2025-2026 will be $1,368,148.96. The FY 2025-2026 levy was submitted to the county on July 16, 2025, by the CFD Administrator.

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

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

Item 6c
The General Plan provides specific policies related to the funding of infrastructure:

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

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

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

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

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

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

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

Item 6c
The City has already established the necessary accounts with the County of San Luis Obispo Tax Collector to administer the special tax within the San Luis Ranch CFD. All necessary documentation and information were provided to the County of San Luis Obispo Tax Collector in proper form and required timelines to bill and collect the special tax on the secured property tax roll of the County beginning in FY 2021-22. The City is currently on a teeter plan with the County of San Luis Obispo, which ensures 100% of the Special Tax Revenue levied will be provided to City regardless of if the County can collect the full amount or not. Collection of delinquent special taxes is pursued only by the County and since City is entitled to the full levy amount through the teeter plan, there is no concern regarding a lack of revenue from delinquent parcels to fund the annual costs identified each year. This does not exclude the City’s right to utilize any other lawful means of billing, collecting, and enforcing the special tax, including direct billing, supplemental billing, and, when lawfully available, judicial foreclosure of the special tax levy.

The City of San Luis Obispo has established the San Luis Ranch CFD Fund which is managed and controlled by the Community Services Group and Finance Department.

This fund was established to receive revenue from Special Taxes and for paying expenditures of the CFD. This fund is budgeted annually through the City’s Financial Plan cycle and generally follows the budget identified in the San Luis Ranch CFD Annual Tax Report (FY 2025-2026) Attachment A) being presented to Council with this item. All related unspent bond proceeds are accounted for in the CFD Fund but are held in a Trust Account and managed by a Trustee per the terms of the Bond Indenture.

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

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

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

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

Item 6c
On November 27, 2018, Council adopted Resolution No. 10961 approving the final map for tract 3096 of the San Luis Ranch Project.

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

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

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

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

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

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

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

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

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

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

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

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

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

Item 6c
On March 16, 2021, Council adopted Resolution No. 11233 for consideration to amend the rate and method of apportionment for San Luis Ranch CFD.

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

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

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

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

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

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

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

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

Item 6c

FISCAL IMPACT
Budgeted: Yes Budget Year: 2025-2026
Funding Identified: Yes
Fiscal Analysis:

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

Total $0 $0 $0 $0
There are no funding requests associated with this item. The annual report was prepared by the CFD Administrator and cost for preparation of the report was paid by San Luis Ranch CFD Fund which budgets for this expense each year through the Annual Tax Report and the City’s Financial Plan cycles. The FY 2025-26 budget for the CFD was approved by City Council with adoption of the 2025-27 Financial Plan on June 17, 2025, and generally follows the budget identified in the Annual Tax Report being presented to City Council with this item.

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

ATTACHMENTS
A - CFD No. 2019-1 (San Luis Ranch) Tax Report FY 2025-26

CFD NO. 2019-1 (SAN LUIS RANCH)
TAX REPORT FY 2025-26

DRAFT REPORT
Prepared for: Prepared by:

City of San Luis Obispo Economic & Planning Systems, Inc.

July 15, 2025
EPS #242065

Table of Contents

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

2. Taxable CFD Land Uses 4

3. Annual CFD Costs 8
Annual Costs for FY 2025-26..................................................................................................................................8 CFD Administrative Costs.........................................................................................................................................9

4. Assignment of the Maximum Special Tax and Special Tax Levy for FY 2025 26 13 Assignment of the Special Tax.............................................................................................................................. 13 Assignment of Special Tax Priorities ................................................................................................................... 15 Allocation of the Special Tax for FY 2025 26................................................................................................... 17 Assignment of the Special Tax Levy to CFD Parcels....................................................................................... 17 Appendix A 19
List of Maps and Tables
Map 1 CFD Boundary Map........................................................................................................................................3 Map 2 CFD Single-Family Residential Large Lots ................................................................................................6 Map 3 CFD High Density Residential Large Lots.................................................................................................7 Table 1. CFD Parcels - FY 2025-26............................................................................................................................5 Table 2 Annual Cost for FY 2025-26.....................................................................................................................10 Table 3 Annual Debt Service....................................................................................................................................12 Table 4 Special Tax Rates by Tax Category..........................................................................................................14 Table 5 Development Status of CFD Parcels.......................................................................................................16 Table 6 Allocation of the Special Tax for FY 2025-26.......................................................................................18

Economic & Planning Systems, Inc. 1 Introduction

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

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

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

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

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

CFD NO. 2019-1 (SAN LUIS RANCH) TAX REPORT FY 2025-26
Economic & Planning Systems, Inc. 2 Introduction
The CFD is authorized to issue up to $25 million in bonds. CFD bonds were issued in June 2021 in the amount of $19,660,000. It is anticipated that more than one CFD bond issuance will occur as the Project is built out.

The CFD was authorized to begin collecting the special tax in Fiscal Year (FY) 2018 19. FY 2021-22 was the first year in which the special tax was levied against taxable parcels of the CFD.

Map 1 shows the proposed boundaries of the CFD.

Structure of this Report
This report is divided into 4 chapters, including this introductory chapter, and includes Appendix A: Proposed Special Tax Levy for FY 2025 26.

1050 Southwood Drive San Luis Obispo, CA 93401 P 805.544.7407 F 805.544.3863 Map 1
Map 1 CFD Boundary Map
Economic & Planning Systems, Inc. 3 Introduction

Economic & Planning Systems, Inc. 4 Taxable CFD Land Uses

2. Taxable CFD Land Uses
When the CFD was formed, it was intended that only market-rate residential land uses would be subject to the special tax. The CFD is planned to allow development of 577 residential units. Included in these 577 residential units are 22 workforce/affordable units, which will remain tax-exempt if they maintain their deed-restricted affordable status. Residential uses occupy approximately 29.55 acres of the approximately 131 total acres encompassing the CFD.

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

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

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

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

CFD NO. 2019-1 (SAN LUIS RANCH) TAX REPORT FY 2025-26
Economic & Planning Systems, Inc. 5 Taxable CFD Land Uses Table 1. CFD Parcels - FY 2025-26
Land Use Lot No. Acres Units Density
[1]
Residential Uses
Low Density Residential (LDR) 11-208 15.51 198 12.77
Medium Density Residential (MDR) 220-302 5.14 83 16.15
High Density Residential (HDR) [2]
Townhomes 5-7 3.65 80 21.94
Condominiums 1-2 3.33 96 28.83
Efficiency Units 3-4 1.93 120 62.26
Residential Use Totals 29.55 577
Nonresidential Uses
Commercial 7 11.44
Commercial 8 3.33
Commercial 9 3.81
Nonresidential Use Totals 18.58
Public Uses
Parks 3.19
Open Space 7.81
Agricultural 52.32
Regional Road 9.00
Local Road 8.84
Public Use Totals 81.16
CFD Totals 129.29 577
Source: Cannon
[1] Lot numbers are designated on the final map for the development. [2] Lot numbers refer to those shown in Map 3.

1050 Southwood Drive
San Luis Obispo, CA 93401
P 805.544.7407 F 805.544.3863
Map 2 CFD Single-Family Residential Large Lots Map 2
Economic & Planning Systems, Inc. 6 Taxable CFD Land Uses Page 34 of 358 Map 3
Map 3 CFD High Density Residential Large Lots
Economic & Planning Systems, Inc. 7 Taxable CFD Land Uses

Economic & Planning Systems, Inc. 8 Annual CFD Costs

3. Annual CFD Costs
The Rate and Method of Apportionment (RMA) identifies authorized costs of the CFD that can be funded through the annual levy of the special tax on taxable parcels. The amount of the annual levy is determined by the annual costs of the CFD, as established by the Administrator. This chapter discusses annual CFD costs for FY 2025-26.

Annual Costs for FY 2025-26
The RMA identifies annual costs as:
a. Administrative Expenses for such Fiscal Year.
b. Debt Service to be paid from Special Taxes during the Bond Year commencing during such Fiscal Year.
c. The amount needed to pay other periodic costs on the Bonds, including but not limited to credit enhancement and any rebate payments on the Bonds.
d. The amount needed to replenish the reserve fund for the Bonds to the level required under the Bond Indenture, to the extent not included in a computation of Annual Costs in a previous Fiscal Year.
e. The amount needed to (1) cure any delinquencies in the payment of principal or interest on Bonds, which have occurred in the prior Fiscal Year, to the extent not otherwise included in a computation of Annual Costs in the current or any previous Fiscal Year, and (2) to fund any foreseeable deficiency of the amount to be available for the payment of principal or interest on Bonds, which are expected to occur in such Fiscal Year, to the extent not included in a computation of Annual Costs in the current or any previous Fiscal Year.
f. The amount needed to (1) cure any delinquencies in the payment of the Special Tax in the prior Fiscal Year, to the extent not otherwise included in a computation of Annual Costs in the current or any previous Fiscal Year, and (2) to fund any foreseeable deficiency in the payment of the Special Tax for that Fiscal Year which is expected to occur in such Fiscal Year, to the extent not included in a computation of Annual Costs in the current or any previous Fiscal Year.
g. Costs of acquisition, construction, and improvements of Authorized Facilities to be funded on a Pay-As-You-Go Basis, in amounts determined by the Administrator.

CFD NO. 2019-1 (SAN LUIS RANCH) TAX REPORT FY 2025-26
Economic & Planning Systems, Inc. 9 Annual CFD Costs
h. Less any Capitalized Interest and any credits provided under a Bond Indenture.
i. Less any available earnings on the reserve fund, Special Tax funds, available capitalized interest, or any other available revenues of the CFD or the City that may be used to fund Annual Costs, to the extent determined by the Administrator.

Table 2 identifies the net annual costs for FY 2025-26 as $1,368,148.96. These costs are detailed below.

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

CFD NO. 2019-1 (SAN LUIS RANCH) TAX REPORT FY 2025-26
Economic & Planning Systems, Inc. 10 Annual CFD Costs
Table 2. Annual Cost for FY 2025-26
Item Amount
Beginning Special Tax Fund Balance [1] $0.00
Total Funds Available for Annual Costs $0.00
Debt Service Requirement
March 1, 2026 Interest $384,100.00
September 1, 2026 Interest $384,100.00
September 1, 2026 Principal $200,000.00
Total Debt Service $968,200.00
CFD Administrative Expenses
City Staff Costs (Priority Admin) [2] $27,060.80
CFD Administration - EPS $10,000.00
Trustee Fees $2,200.00
Auditor Fees $0.00
Arbitrage $141,773.14
Arbitrage Consultant $2,300.00
Tax Collection Services [3] $0.00
Other Authorized Uses [4] $216,615.01
CFD Administrative Expenses Total $399,948.96
Delinquency Coverage [5] $0.00
Total Annual Costs $1,368,148.96
[1] The fund balance for the Special Tax Fund as of June 30, 2025 will be $1,098,956.72. These funds are be used to meet September 2025 principal and interest payments, CFD administration costs and PAYGO costs that occurred prior to FY 2025-26. This fund balance is expected to be $0 by September 30, 2025 once all obligations of the CFD for FY 2024-25 expenses are met. [2] Priority admin was established as $25,000 annually in FY 2021-22, to be increased 2-percent in each following fiscal year. See Page 3 of the Series 2021 Bonds Official Statement for discussion of Priority Administration Expenses. [3] The County adds a $2 charge per parcel for collection of direct charges placed on the property tax bill. As such, this amount is not included in these costs.
[4] Amounts specified for other uses allowed under Authorized Facilities, which may include Pay-As-You-Go Costs.
[5] An allowance for special tax delinquencies for the previous fiscal year, and amounts placed on the tax roll for draws on the Bond Reserve Fund. The County is using the Teeter Plan for FY 2025-26, so there are no special tax delinquency coverage requirements for FY 2025-26.

CFD NO. 2019-1 (SAN LUIS RANCH) TAX REPORT FY 2025-26
Economic & Planning Systems, Inc. 11 Annual CFD Costs
The City has identified costs of $27,061 for City staff costs for FY 2025-26. In addition to City costs, the City’s tax administrator has identified costs totaling $10,000 for the fiscal year. Estimated Trustee costs are $2,200. Estimated arbitrage consultant is $2,300. Estimated arbitrage costs to the CFD are $141,773.14.

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

Debt Service
The special tax levy for FY 2025-26 will fund the debt service payments due in calendar year 2026. A principal payment in the amount of $200,000 is due September 1, 2026. Interest payments of $384,100 each are due March 1 and September 1, 2026. Table 3 shows the debt service schedule. Total debt service costs for the FY 2025 26 levy are $968,200.

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

The City has identified PAYGO costs in the amount of $216,615.01 for FY 2025-

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

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

Estimated Earnings on the Bond Reserve Fund and Other
Special Funds
Annual costs may be offset by any interest earnings on the bond reserve fund, special tax fund, or any other funds where special tax revenues have been deposited. The City estimates that thre will be no interest earnings for FY 2025- 26 to offset annual costs.

CFD NO. 2019-1 (SAN LUIS RANCH) TAX REPORT FY 2025-26
Economic & Planning Systems, Inc. 12 Annual CFD Costs
Table 3. Annual Debt Service
Period Total
Ending Principal Interest Interest Debt
September 1 9/1 3/1 9/1 Service
2021 $0.00 $0.00 $178,486.67 $178,486.67
2022 $0.00 $391,800.00 $391,800.00 $783,600.00
2023 $130,000.00 $391,800.00 $391,800.00 $913,600.00
2024 $150,000.00 $389,850.00 $389,850.00 $929,700.00
2025 $175,000.00 $387,600.00 $387,600.00 $950,200.00
2026 $200,000.00 $384,100.00 $384,100.00 $968,200.00
2027 $230,000.00 $380,100.00 $380,100.00 $990,200.00
2028 $255,000.00 $375,500.00 $375,500.00 $1,006,000.00
2029 $285,000.00 $370,400.00 $370,400.00 $1,025,800.00
2030 $320,000.00 $364,700.00 $364,700.00 $1,049,400.00
2031 $355,000.00 $358,300.00 $358,300.00 $1,071,600.00
2032 $390,000.00 $351,200.00 $351,200.00 $1,092,400.00
2033 $425,000.00 $343,400.00 $343,400.00 $1,111,800.00
2034 $465,000.00 $334,900.00 $334,900.00 $1,134,800.00
2035 $505,000.00 $325,600.00 $325,600.00 $1,156,200.00
2036 $550,000.00 $315,500.00 $315,500.00 $1,181,000.00
2037 $595,000.00 $304,500.00 $304,500.00 $1,204,000.00
2038 $645,000.00 $292,600.00 $292,600.00 $1,230,200.00
2039 $695,000.00 $279,700.00 $279,700.00 $1,254,400.00
2040 $745,000.00 $265,800.00 $265,800.00 $1,276,600.00
2041 $805,000.00 $250,900.00 $250,900.00 $1,306,800.00
2042 $860,000.00 $234,800.00 $234,800.00 $1,329,600.00
2043 $920,000.00 $217,600.00 $217,600.00 $1,355,200.00
2044 $985,000.00 $199,200.00 $199,200.00 $1,383,400.00
2045 $1,055,000.00 $179,500.00 $179,500.00 $1,414,000.00 2046 $1,125,000.00 $158,400.00 $158,400.00 $1,441,800.00 2047 $1,195,000.00 $135,900.00 $135,900.00 $1,466,800.00 2048 $1,275,000.00 $112,000.00 $112,000.00 $1,499,000.00 2049 $1,355,000.00 $86,500.00 $86,500.00 $1,528,000.00
2050 $1,440,000.00 $59,400.00 $59,400.00 $1,558,800.00
2051 $1,530,000.00 $30,600.00 $30,600.00 $1,591,200.00
Totals $19,660,000.00 $8,272,150.00 $8,450,636.67 $36,382,786.67 Source: Official Statement

Economic & Planning Systems, Inc. 13 Assignment of the Maximum Special Tax and Special Tax Levy

4. Assignment of the Maximum Special Tax
and Special Tax Levy for FY 2025 26
Each fiscal year, the Administrator will calculate the maximum amount of special tax revenue that may be collected from all taxable parcels in the CFD. First, the Administrator will increase the maximum special tax category for each tax category by the Tax Escalation Factor of 2 percent.

The annual assignment of the maximum special tax and determination of the special tax levy for FY 2025-26 are discussed below.

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

Tax Categories
Table 4 shows the tax categories defined by the RMA, with the stated minimum and maximum annual special taxes. The first year in which the special tax was authorized was FY 2018-19 (as shown in Table 4). The minimum and maximum annual special tax is increased by the Tax Escalation Factor of 2 percent each fiscal year through FY 2025 26 for each tax category.

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

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

CFD NO. 2019-1 (SAN LUIS RANCH) TAX REPORT FY 2025-26
Economic & Planning Systems, Inc. 14 Assignment of the Maximum Special Tax and Special Tax Levy Table 4. Special Tax Rates by Tax Category
Minimum Annual Maximum Annual Minimum Annual Maximum Annual Tax Category Special Tax Special Tax Special Tax Special Tax LDR
1,850 SF and Greater $2,961.81 $3,502.37 $3,021.04 $3,572.41 <1,850 SF $2,961.81 $2,961.81 $3,021.04 $3,021.04
Workforce/Affordable Units $0 $0 $0 $0
MDR
1,600 SF and Greater $2,421.25 $2,961.81 $2,469.67 $3,021.04 <1,600 SF $2,421.25 $2,421.25 $2,469.67 $2,469.67
Workforce/Affordable Units $0 $0 $0 $0
Townhomes
Market Rate Units $2,150.97 $2,150.97 $2,193.99 $2,193.99 Workforce/Affordable Units $0 $0 $0 $0
Condominiums
Market Rate Units $1,801.86 $1,801.86 $1,837.90 $1,837.90 Workforce/Affordable Units $0 $0 $0 $0
Efficiency Units
Market Rate Units $1,350.27 $1,350.27 $1,377.27 $1,377.27 Workforce/Affordable Units $0 $0 $0 $0
[1] The Minimum and Maximum Annual Special Tax is increased by 2-percent each Fiscal Year following the Base Year of 2018-19.

FY 2024-25 FY 2025-26

CFD NO. 2019-1 (SAN LUIS RANCH) TAX REPORT FY 2025-26
Economic & Planning Systems, Inc. 15 Assignment of the Maximum Special Tax and Special Tax Levy Because the issuance of the initial building permit establishes the maximum annual square footage for a parcel, it is not intended that future additions to a residential structure will trigger a future increase in the maximum annual special tax established with the initial building permit.

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

Assignment of Special Tax Priorities
The special tax levy is allocated to parcels based on the prioritization of land use development categories. The special tax allocation priorities are as follows:
• Developed Parcel—a parcel with an issued building permit. • Final Map Parcel—a parcel created by the recordation of a final map. • Large Lot Parcel—a parcel shown in Map 2 or Map 3, as identified by Lot Number.
• Undeveloped Parcel—a parcel not otherwise defined above.

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

CFD NO. 2019-1 (SAN LUIS RANCH) TAX REPORT FY 2025-26
Economic & Planning Systems, Inc. 16 Assignment of the Maximum Special Tax and Special Tax Levy Table 5. Development Status of CFD Parcels
Original Units Final
Total Created Map Large Lot Tax Total
Tax Category Acres Units by BPs Parcels Parcels Exempt Taxed [1]
Low Density Residential (LDR)
1,850 sq. ft. and greater 15.51 98 143 0 0 0 143
Less than 1,850 sq. ft. 94 49 0 0 0 49
Workforce/Affordable Units 6 6 0 0 6 0
LDR Subtotal 15.51 198 198 0 0 6 192
Medium Density Residential (MDR)
1,600 sq. ft. and greater 5.14 40 33 0 0 0 33
Less than 1,600 sq. ft. 37 44 0 0 0 44
Workforce/Affordable Units 6 6 0 0 6 0
MDR Subtotal 5.14 83 83 0 0 6 77
High Density Residential (HDR)
Townhomes
Lot 5 0.32 8 8 0 0 0 8
Lot 6 1.66 36 36 0 0 0 36
Lot 7 1.67 34 34 0 0 0 34
Workforce/Affordable Units 2 2 0 0 2 0
Townhomes Subtotal 3.65 80 80 0 0 2 78
Condominiums
Lot 1 1.98 58 58 0 0 0 58
Lot 2 1.35 36 36 0 0 0 36
Workforce/Affordable Units 2 2 0 0 2 0
Condominiums Subtotal 3.33 96 96 0 0 2 94
Efficiency Units
Lot 3 1.79 100 100 0 0 0 100
Lot 4 0.14 14 14 0 0 0 14
Workforce/Affordable Units 6 6 0 0 6 0
Efficiency Units Subtotal 1.93 120 120 0 0 6 114
Residential Use Totals 29.55 577 577 0 0 22 555
[1] Building permits issued through May 1, 2025.

CFD NO. 2019-1 (SAN LUIS RANCH) TAX REPORT FY 2025-26
Economic & Planning Systems, Inc. 17 Assignment of the Maximum Special Tax and Special Tax Levy There are building permits issued as of May 1, 2025, for the construction of 577 residential units. LDR has 198 building permits, and MDR has 83 building permits.

Note that 6 of the building permits for MDR were issued as Workforce/Affordable Units, and 6 of the building permits for LDR were issued for Workforce/Affordable Units. Such parcels are tax-exempt.

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

In total, 577 units have been created by issued building permits, with 540 of these units being taxable.

Allocation of the Special Tax for FY 2025 26
Table 6 shows the FY 2025-26 minimum and maximum annual special taxes from Table 4 and the taxable units assigned by tax priority and category. The number of units for each category comes from Table 5.

By allocating 100 percent of the assigned special tax for all developed parcels, a total special tax levy of $1,368,148.96 would be assigned for developed parcels.

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

To generate the special tax revenues needed to fund Net Annual Costs of $1,368,148.96, Developed Parcels will need to be levied at 100 percent of the maximum annual special tax (generating $1,368,148.96).

The total recommended special tax levy for FY 2025-26 is $1,368,148.96.

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

CFD NO. 2019-1 (SAN LUIS RANCH) TAX REPORT FY 2025-26
Economic & Planning Systems, Inc. 18 Assignment of the Maximum Special Tax and Special Tax Levy Table 6. Allocation of the Special Tax for FY 2025-26
Total Special Tax
Assigned Assigned Special Tax Allocation
Tax Categories Units Special Tax Special Tax Allocation Per Unit [1] [2]
Developed Parcels
Low Density Residential (LDR) 100%
1,850 square feet or greater 143 $3,572.41 $510,854.98 $510,854.98 $3,572.41 Less than 1,850 square feet 49 $3,021.04 $148,031.12 $148,031.12 $3,021.04 Workforce/Affordable Units 6 $0.00 $0.00 $0.00 $0.00
LDR Subtotal 198 $658,886.10 $658,886.10
Medium Density Residential (MDR) 100%
1,600 square feet or greater 33 $3,021.04 $99,694.43 $99,694.43 $3,021.04 Less than 1,600 square feet 44 $2,469.67 $108,665.66 $108,665.66 $2,469.67 Workforce/Affordable Units 6 $0.00 $0.00 $0.00 $0.00
MDR Subtotal 83 $208,360.09 $208,360.09
Townhomes 100%
Market Rate Units 78 $2,193.99 $171,131.19 $171,131.19 $2,193.99 Workforce Units 2 $0.00 $0.00 $0.00 $0.00
Townhomes Subtotal 80 $171,131.19 $171,131.19
Condominium 100%
Market Rate Units 94 $1,837.90 $172,762.32 $172,762.32 $1,837.90 Workforce Units 2 $0.00 $0.00 $0.00 $0.00
Condominium Subtotal 96 $172,762.32 $172,762.32
Efficiency Units 100%
Market Rate Units 114 $1,377.27 $157,009.25 $157,009.25 $1,377.27 Workforce Units 6 $0.00 $0.00 $0.00 $0.00
Efficiency Units Subtotal 120 $157,009.25 $157,009.25
Developed Parcel Totals 577 $1,368,148.96 $1,368,148.96 Final Map Parcels 100.00%
Market Rate Low Density Residential 0 $3,021.04 $0.00 $0.00 n/a Workforced Low Density Residential 0 $0.00 $0.00 $0.00 n/a Market Rate Medium Density Residentia 0 $2,469.67 $0.00 $0.00 n/a Workforce Medium Density Residential 0 $0.00 $0.00 $0.00 n/a Townhomes
Market Rate Units 0 $2,193.99 $0.00 $0.00 n/a
Workforce Units 0 $0.00 $0.00 $0.00 n/a
Condominium
Market Rate Units 0 $1,837.90 $0.00 $0.00 n/a
Workforce Units 0 $0.00 $0.00 $0.00 n/a
Efficiency Units
Market Rate Units 0 $1,377.27 $0.00 $0.00 n/a
Workforce Units 0 $0.00 $0.00 $0.00 n/a
Final Map Totals 0 $0.00 $0.00
Undeveloped Parcels 0%
Townhomes 0 $2,193.99 $0.00 $0.00 $0.00
Condominiums 0 $1,837.90 $0.00 $0.00 $0.00
Efficiency Units 0 $1,377.27 $0.00 $0.00 $0.00
Undeveloped Parcel Totals 0 $0.00 $0.00
CFD Totals 577 $1,368,148.96 $1,368,148.96
[1] From Table 4.
[2] Proposed special tax allocation per unit for FY 2025-26.

Economic & Planning Systems, Inc. 19 Appendix A
Appendix A: Proposed Special Tax Levy
for FY 2025-26

Appendix A Page 1 of 14
Assessor's Minimum Maximum Proposed
Parcel Land Tax Tax Annual Annual Tax Special Tax
Number Use [1] Category [1] Status Special Tax Special Tax Allocation Levy [2] 053-153-004 OS OS Tax-Exempt $0.00 $0.00 0% $0.00
053-153-005 Comm UP Tax-Exempt $0.00 $0.00 0% $0.00
053-153-006 Hotel DP Tax-Exempt $0.00 $0.00 100% $0.00
053-153-007 Comm UP Tax-Exempt $0.00 $0.00 0% $0.00
053-153-008 OS OS Tax-Exempt $0.00 $0.00 0% $0.00
053-153-009 ROW ROW Tax-Exempt $0.00 $0.00 0% $0.00
053-153-010 OS OS Tax-Exempt $0.00 $0.00 0% $0.00
053-153-011 Easement Easement Tax-Exempt $0.00 $0.00 0% $0.00 053-153-012 Easement Easement Tax-Exempt $0.00 $0.00 0% $0.00 053-153-013 OS OS Tax-Exempt $0.00 $0.00 0% $0.00
053-153-014 OS OS Tax-Exempt $0.00 $0.00 0% $0.00
053-153-015 OS OS Tax-Exempt $0.00 $0.00 0% $0.00
053-154-001 LDR DP Taxable $3,021.04 $3,572.41 100% $3,572.41 053-154-002 LDR DP Taxable $3,021.04 $3,572.41 100% $3,021.04 053-154-003 LDR DP Taxable $3,021.04 $3,572.41 100% $3,021.04 053-154-004 LDR DP Taxable $3,021.04 $3,572.41 100% $3,572.41 053-154-005 LDR DP Taxable $3,021.04 $3,572.41 100% $3,572.41 053-154-006 LDR DP Taxable $3,021.04 $3,572.41 100% $3,572.41 053-154-007 LDR DP Taxable $3,021.04 $3,572.41 100% $3,572.41 053-154-008 LDR DP Taxable $3,021.04 $3,572.41 100% $3,572.41 053-154-009 LDR DP Taxable $3,021.04 $3,572.41 100% $3,572.41 053-154-010 LDR DP Taxable $3,021.04 $3,572.41 100% $3,021.04 053-154-011 LDR DP Taxable $3,021.04 $3,572.41 100% $3,572.41 053-154-012 LDR DP Taxable $3,021.04 $3,572.41 100% $3,572.41 053-154-013 LDR DP Taxable $3,021.04 $3,572.41 100% $3,021.04 053-154-014 LDR DP Taxable $3,021.04 $3,572.41 100% $3,572.41 053-154-015 LDR AW Tax-Exempt $0.00 $0.00 0% $0.00
053-154-016 LDR DP Taxable $3,021.04 $3,572.41 100% $3,572.41 053-154-017 LDR DP Taxable $3,021.04 $3,572.41 100% $3,572.41 053-154-018 LDR DP Taxable $3,021.04 $3,572.41 100% $3,572.41 053-154-019 LDR DP Taxable $3,021.04 $3,572.41 100% $3,572.41 053-154-020 LDR DP Taxable $3,021.04 $3,572.41 100% $3,572.41 053-154-021 LDR DP Taxable $3,021.04 $3,572.41 100% $3,572.41 053-154-022 LDR DP Taxable $3,021.04 $3,572.41 100% $3,572.41 053-154-023 LDR DP Taxable $3,021.04 $3,572.41 100% $3,572.41 053-154-024 LDR DP Taxable $3,021.04 $3,572.41 100% $3,572.41 053-154-025 LDR DP Taxable $3,021.04 $3,572.41 100% $3,572.41 053-154-026 LDR DP Taxable $3,021.04 $3,572.41 100% $3,572.41 053-154-027 LDR DP Taxable $3,021.04 $3,572.41 100% $3,021.04 053-154-028 LDR DP Taxable $3,021.04 $3,572.41 100% $3,572.41 053-154-029 LDR DP Taxable $3,021.04 $3,572.41 100% $3,572.41 053-154-030 LDR DP Taxable $3,021.04 $3,572.41 100% $3,572.41 053-154-031 LDR AW Tax-Exempt $0.00 $0.00 0% $0.00
053-154-032 LDR DP Taxable $3,021.04 $3,572.41 100% $3,572.41 053-154-033 LDR DP Taxable $3,021.04 $3,572.41 100% $3,021.04 053-154-034 LDR DP Taxable $3,021.04 $3,572.41 100% $3,021.04 053-154-035 LDR DP Taxable $3,021.04 $3,572.41 100% $3,021.04 053-154-036 LDR DP Taxable $3,021.04 $3,572.41 100% $3,572.41 Proposed Special Tax Levy for FY 2025-26
Prepared by EPS 7/10/2025 Page 48 of 358
Appendix A Page 2 of 14
Assessor's Minimum Maximum Proposed
Parcel Land Tax Tax Annual Annual Tax Special Tax
Number Use [1] Category [1] Status Special Tax Special Tax Allocation Levy [2] Proposed Special Tax Levy for FY 2025-26
053-154-037 LDR DP Taxable $3,021.04 $3,572.41 100% $3,021.04 053-154-038 LDR DP Taxable $3,021.04 $3,572.41 100% $3,021.04 053-154-039 LDR DP Taxable $3,021.04 $3,572.41 100% $3,572.41 053-154-040 LDR DP Taxable $3,021.04 $3,572.41 100% $3,021.04 053-154-041 LDR DP Taxable $3,021.04 $3,572.41 100% $3,021.04 053-154-042 LDR DP Taxable $3,021.04 $3,572.41 100% $3,021.04 053-154-043 LDR DP Taxable $3,021.04 $3,572.41 100% $3,021.04 053-154-044 LDR DP Taxable $3,021.04 $3,572.41 100% $3,572.41 053-154-045 LDR DP Taxable $3,021.04 $3,572.41 100% $3,572.41 053-154-046 LDR DP Taxable $3,021.04 $3,572.41 100% $3,572.41 053-154-047 LDR DP Taxable $3,021.04 $3,572.41 100% $3,021.04 053-154-048 LDR DP Taxable $3,021.04 $3,572.41 100% $3,572.41 053-154-049 LDR DP Taxable $3,021.04 $3,572.41 100% $3,572.41 053-154-050 LDR DP Taxable $3,021.04 $3,572.41 100% $3,021.04 053-154-051 LDR DP Taxable $3,021.04 $3,572.41 100% $3,572.41 053-154-052 LDR DP Taxable $3,021.04 $3,572.41 100% $3,572.41 053-154-053 LDR DP Taxable $3,021.04 $3,572.41 100% $3,021.04 053-154-054 LDR DP Taxable $3,021.04 $3,572.41 100% $3,572.41 053-154-055 LDR DP Taxable $3,021.04 $3,572.41 100% $3,572.41 053-154-056 LDR DP Taxable $3,021.04 $3,572.41 100% $3,572.41 053-154-057 LDR DP Taxable $3,021.04 $3,572.41 100% $3,021.04 053-154-058 LDR DP Taxable $3,021.04 $3,572.41 100% $3,572.41 053-154-059 LDR DP Taxable $3,021.04 $3,572.41 100% $3,021.04 053-154-060 LDR DP Taxable $3,021.04 $3,572.41 100% $3,021.04 053-154-061 LDR DP Taxable $3,021.04 $3,572.41 100% $3,021.04 053-154-062 LDR DP Taxable $3,021.04 $3,572.41 100% $3,572.41 053-154-063 LDR DP Taxable $3,021.04 $3,572.41 100% $3,572.41 053-154-064 LDR DP Taxable $3,021.04 $3,572.41 100% $3,572.41 053-154-065 LDR DP Taxable $3,021.04 $3,572.41 100% $3,021.04 053-154-066 LDR DP Taxable $3,021.04 $3,572.41 100% $3,572.41 053-154-067 LDR DP Taxable $3,021.04 $3,572.41 100% $3,572.41 053-154-068 LDR DP Taxable $3,021.04 $3,572.41 100% $3,572.41 053-154-069 LDR DP Taxable $3,021.04 $3,572.41 100% $3,572.41 053-154-070 LDR DP Taxable $3,021.04 $3,572.41 100% $3,572.41 053-154-071 LDR AW Tax-Exempt $0.00 $0.00 0% $0.00
053-154-072 LDR DP Taxable $3,021.04 $3,572.41 100% $3,572.41 053-154-073 LDR DP Taxable $3,021.04 $3,572.41 100% $3,021.04 053-154-074 LDR DP Taxable $3,021.04 $3,572.41 100% $3,572.41 053-154-075 LDR DP Taxable $3,021.04 $3,572.41 100% $3,572.41 053-154-076 LDR DP Taxable $3,021.04 $3,572.41 100% $3,572.41 053-154-077 LDR DP Taxable $3,021.04 $3,572.41 100% $3,572.41 053-154-078 Park Park Tax-Exempt $0.00 $0.00 0% $0.00
053-154-079 Park Park Tax-Exempt $0.00 $0.00 0% $0.00
053-154-080 Park Park Tax-Exempt $0.00 $0.00 0% $0.00
053-154-081 Park Park Tax-Exempt $0.00 $0.00 0% $0.00
053-155-001 Park Park Tax-Exempt $0.00 $0.00 0% $0.00
053-155-002 LDR DP Taxable $3,021.04 $3,572.41 100% $3,572.41 053-155-003 LDR DP Taxable $3,021.04 $3,572.41 100% $3,572.41 Prepared by EPS 7/10/2025 Page 49 of 358
Appendix A Page 3 of 14
Assessor's Minimum Maximum Proposed
Parcel Land Tax Tax Annual Annual Tax Special Tax
Number Use [1] Category [1] Status Special Tax Special Tax Allocation Levy [2] Proposed Special Tax Levy for FY 2025-26
053-155-004 LDR DP Taxable $3,021.04 $3,572.41 100% $3,572.41 053-155-005 LDR DP Taxable $3,021.04 $3,572.41 100% $3,572.41 053-155-006 LDR DP Taxable $3,021.04 $3,572.41 100% $3,572.41 053-155-007 LDR DP Taxable $3,021.04 $3,572.41 100% $3,572.41 053-155-008 LDR DP Taxable $3,021.04 $3,572.41 100% $3,021.04 053-155-009 LDR DP Taxable $3,021.04 $3,572.41 100% $3,572.41 053-155-010 LDR DP Taxable $3,021.04 $3,572.41 100% $3,572.41 053-155-011 LDR DP Taxable $3,021.04 $3,572.41 100% $3,572.41 053-155-012 LDR DP Taxable $3,021.04 $3,572.41 100% $3,572.41 053-155-013 LDR DP Taxable $3,021.04 $3,572.41 100% $3,572.41 053-155-014 LDR DP Taxable $3,021.04 $3,572.41 100% $3,021.04 053-155-015 LDR DP Taxable $3,021.04 $3,572.41 100% $3,572.41 053-155-016 LDR DP Taxable $3,021.04 $3,572.41 100% $3,572.41 053-155-017 LDR DP Taxable $3,021.04 $3,572.41 100% $3,572.41 053-155-018 LDR DP Taxable $3,021.04 $3,572.41 100% $3,572.41 053-155-019 LDR DP Taxable $3,021.04 $3,572.41 100% $3,572.41 053-155-020 LDR DP Taxable $3,021.04 $3,572.41 100% $3,572.41 053-155-021 LDR DP Taxable $3,021.04 $3,572.41 100% $3,572.41 053-155-022 LDR DP Taxable $3,021.04 $3,572.41 100% $3,021.04 053-155-023 LDR DP Taxable $3,021.04 $3,572.41 100% $3,572.41 053-155-024 LDR DP Taxable $3,021.04 $3,572.41 100% $3,572.41 053-155-025 LDR DP Taxable $3,021.04 $3,572.41 100% $3,572.41 053-155-026 LDR DP Taxable $3,021.04 $3,572.41 100% $3,021.04 053-155-027 LDR DP Taxable $3,021.04 $3,572.41 100% $3,572.41 053-155-028 LDR DP Taxable $3,021.04 $3,572.41 100% $3,572.41 053-155-029 LDR DP Taxable $3,021.04 $3,572.41 100% $3,572.41 053-155-030 LDR DP Taxable $3,021.04 $3,572.41 100% $3,572.41 053-155-031 LDR DP Taxable $3,021.04 $3,572.41 100% $3,572.41 053-155-032 LDR DP Taxable $3,021.04 $3,572.41 100% $3,572.41 053-155-033 LDR DP Taxable $3,021.04 $3,572.41 100% $3,572.41 053-155-034 LDR DP Taxable $3,021.04 $3,572.41 100% $3,021.04 053-155-035 LDR DP Taxable $3,021.04 $3,572.41 100% $3,021.04 053-155-036 LDR DP Taxable $3,021.04 $3,572.41 100% $3,572.41 053-155-037 LDR DP Taxable $3,021.04 $3,572.41 100% $3,572.41 053-155-038 LDR DP Taxable $3,021.04 $3,572.41 100% $3,572.41 053-155-039 LDR DP Taxable $3,021.04 $3,572.41 100% $3,572.41 053-155-040 LDR DP Taxable $3,021.04 $3,572.41 100% $3,021.04 053-155-041 LDR DP Taxable $3,021.04 $3,572.41 100% $3,572.41 053-155-042 LDR DP Taxable $3,021.04 $3,572.41 100% $3,572.41 053-155-043 LDR DP Taxable $3,021.04 $3,572.41 100% $3,021.04 053-155-044 LDR DP Taxable $3,021.04 $3,572.41 100% $3,572.41 053-155-045 LDR DP Taxable $3,021.04 $3,572.41 100% $3,572.41 053-155-046 LDR DP Taxable $3,021.04 $3,572.41 100% $3,572.41 053-155-047 LDR DP Taxable $3,021.04 $3,572.41 100% $3,572.41 053-155-048 LDR DP Taxable $3,021.04 $3,572.41 100% $3,572.41 053-155-049 LDR DP Taxable $3,021.04 $3,572.41 100% $3,572.41 053-155-050 LDR DP Taxable $3,021.04 $3,572.41 100% $3,021.04 053-155-051 LDR DP Taxable $3,021.04 $3,572.41 100% $3,021.04 Prepared by EPS 7/10/2025 Page 50 of 358
Appendix A Page 4 of 14
Assessor's Minimum Maximum Proposed
Parcel Land Tax Tax Annual Annual Tax Special Tax
Number Use [1] Category [1] Status Special Tax Special Tax Allocation Levy [2] Proposed Special Tax Levy for FY 2025-26
053-155-052 LDR AW Tax-Exempt $0.00 $0.00 0% $0.00
053-155-053 LDR DP Taxable $3,021.04 $3,572.41 100% $3,572.41 053-155-054 LDR DP Taxable $3,021.04 $3,572.41 100% $3,572.41 053-155-055 LDR DP Taxable $3,021.04 $3,572.41 100% $3,572.41 053-155-056 LDR DP Taxable $3,021.04 $3,572.41 100% $3,572.41 053-155-057 LDR DP Taxable $3,021.04 $3,572.41 100% $3,572.41 053-155-058 LDR DP Taxable $3,021.04 $3,572.41 100% $3,572.41 053-155-059 LDR DP Taxable $3,021.04 $3,572.41 100% $3,021.04 053-155-060 LDR DP Taxable $3,021.04 $3,572.41 100% $3,572.41 053-155-061 LDR DP Taxable $3,021.04 $3,572.41 100% $3,572.41 053-155-062 LDR DP Taxable $3,021.04 $3,572.41 100% $3,572.41 053-155-063 LDR DP Taxable $3,021.04 $3,572.41 100% $3,021.04 053-155-064 LDR DP Taxable $3,021.04 $3,572.41 100% $3,572.41 053-155-065 LDR DP Taxable $3,021.04 $3,572.41 100% $3,572.41 053-155-066 LDR DP Taxable $3,021.04 $3,572.41 100% $3,572.41 053-155-067 LDR DP Taxable $3,021.04 $3,572.41 100% $3,572.41 053-155-068 LDR DP Taxable $3,021.04 $3,572.41 100% $3,572.41 053-155-069 LDR DP Taxable $3,021.04 $3,572.41 100% $3,572.41 053-155-070 LDR DP Taxable $3,021.04 $3,572.41 100% $3,021.04 053-155-071 LDR DP Taxable $3,021.04 $3,572.41 100% $3,572.41 053-155-072 LDR DP Taxable $3,021.04 $3,572.41 100% $3,572.41 053-155-073 LDR DP Taxable $3,021.04 $3,572.41 100% $3,021.04 053-155-074 LDR DP Taxable $3,021.04 $3,572.41 100% $3,572.41 053-155-075 LDR DP Taxable $3,021.04 $3,572.41 100% $3,572.41 053-155-076 Park Park Tax-Exempt $0.00 $0.00 0% $0.00
053-155-077 Park Park Tax-Exempt $0.00 $0.00 0% $0.00
053-155-078 Park Park Tax-Exempt $0.00 $0.00 0% $0.00
053-155-079 Park Park Tax-Exempt $0.00 $0.00 0% $0.00
053-155-080 Park Park Tax-Exempt $0.00 $0.00 0% $0.00
053-155-081 Park Park Tax-Exempt $0.00 $0.00 0% $0.00
053-156-001 Park Park Tax-Exempt $0.00 $0.00 0% $0.00
053-156-002 Park Park Tax-Exempt $0.00 $0.00 0% $0.00
053-156-003 LDR DP Taxable $3,021.04 $3,572.41 100% $3,572.41 053-156-004 LDR DP Taxable $3,021.04 $3,572.41 100% $3,572.41 053-156-005 LDR AW Tax-Exempt $0.00 $0.00 0% $0.00
053-156-006 LDR DP Taxable $3,021.04 $3,572.41 100% $3,572.41 053-156-007 LDR DP Taxable $3,021.04 $3,572.41 100% $3,572.41 053-156-008 LDR DP Taxable $3,021.04 $3,572.41 100% $3,572.41 053-156-009 LDR AW Tax-Exempt $0.00 $0.00 0% $0.00
053-156-010 LDR DP Taxable $3,021.04 $3,572.41 100% $3,021.04 053-156-011 LDR DP Taxable $3,021.04 $3,572.41 100% $3,572.41 053-156-012 LDR DP Taxable $3,021.04 $3,572.41 100% $3,572.41 053-156-013 LDR DP Taxable $3,021.04 $3,572.41 100% $3,572.41 053-156-014 LDR DP Taxable $3,021.04 $3,572.41 100% $3,572.41 053-156-015 LDR DP Taxable $3,021.04 $3,572.41 100% $3,021.04 053-156-016 LDR DP Taxable $3,021.04 $3,572.41 100% $3,572.41 053-156-017 LDR DP Taxable $3,021.04 $3,572.41 100% $3,572.41 053-156-018 LDR DP Taxable $3,021.04 $3,572.41 100% $3,021.04 Prepared by EPS 7/10/2025 Page 51 of 358
Appendix A Page 5 of 14
Assessor's Minimum Maximum Proposed
Parcel Land Tax Tax Annual Annual Tax Special Tax
Number Use [1] Category [1] Status Special Tax Special Tax Allocation Levy [2] Proposed Special Tax Levy for FY 2025-26
053-156-019 LDR DP Taxable $3,021.04 $3,572.41 100% $3,572.41 053-156-020 LDR DP Taxable $3,021.04 $3,572.41 100% $3,572.41 053-156-021 LDR DP Taxable $3,021.04 $3,572.41 100% $3,572.41 053-156-022 LDR DP Taxable $3,021.04 $3,572.41 100% $3,021.04 053-156-023 LDR DP Taxable $3,021.04 $3,572.41 100% $3,021.04 053-156-024 LDR DP Taxable $3,021.04 $3,572.41 100% $3,021.04 053-156-025 LDR DP Taxable $3,021.04 $3,572.41 100% $3,572.41 053-156-026 LDR DP Taxable $3,021.04 $3,572.41 100% $3,021.04 053-156-027 LDR DP Taxable $3,021.04 $3,572.41 100% $3,021.04 053-156-028 LDR DP Taxable $3,021.04 $3,572.41 100% $3,572.41 053-156-029 LDR DP Taxable $3,021.04 $3,572.41 100% $3,572.41 053-156-030 LDR DP Taxable $3,021.04 $3,572.41 100% $3,572.41 053-156-031 LDR DP Taxable $3,021.04 $3,572.41 100% $3,021.04 053-156-032 LDR DP Taxable $3,021.04 $3,572.41 100% $3,572.41 053-156-033 LDR DP Taxable $3,021.04 $3,572.41 100% $3,572.41 053-156-034 LDR DP Taxable $3,021.04 $3,572.41 100% $3,021.04 053-156-035 LDR DP Taxable $3,021.04 $3,572.41 100% $3,572.41 053-156-036 LDR DP Taxable $3,021.04 $3,572.41 100% $3,572.41 053-156-037 LDR DP Taxable $3,021.04 $3,572.41 100% $3,572.41 053-156-038 LDR DP Taxable $3,021.04 $3,572.41 100% $3,572.41 053-156-039 LDR DP Taxable $3,021.04 $3,572.41 100% $3,572.41 053-156-040 LDR DP Taxable $3,021.04 $3,572.41 100% $3,572.41 053-156-041 LDR DP Taxable $3,021.04 $3,572.41 100% $3,572.41 053-156-042 LDR DP Taxable $3,021.04 $3,572.41 100% $3,021.04 053-156-043 LDR DP Taxable $3,021.04 $3,572.41 100% $3,572.41 053-156-044 LDR DP Taxable $3,021.04 $3,572.41 100% $3,572.41 053-156-045 LDR DP Taxable $3,021.04 $3,572.41 100% $3,021.04 053-156-046 LDR DP Taxable $3,021.04 $3,572.41 100% $3,572.41 053-156-047 LDR DP Taxable $3,021.04 $3,572.41 100% $3,572.41 053-156-048 LDR DP Taxable $3,021.04 $3,572.41 100% $3,572.41 053-156-049 LDR DP Taxable $3,021.04 $3,572.41 100% $3,572.41 053-156-050 Park Park Tax-Exempt $0.00 $0.00 0% $0.00
053-156-051 Park Park Tax-Exempt $0.00 $0.00 0% $0.00
053-156-052 MDR DP Taxable $2,469.67 $3,021.04 100% $3,021.04 053-156-053 MDR DP Taxable $2,469.67 $3,021.04 100% $2,469.67 053-156-054 MDR DP Taxable $2,469.67 $3,021.04 100% $2,469.67 053-156-055 MDR DP Taxable $2,469.67 $3,021.04 100% $3,021.04 053-156-056 MDR DP Taxable $2,469.67 $3,021.04 100% $3,021.04 053-156-057 MDR DP Taxable $2,469.67 $3,021.04 100% $3,021.04 053-156-058 MDR DP Taxable $2,469.67 $3,021.04 100% $3,021.04 053-156-059 MDR DP Taxable $2,469.67 $3,021.04 100% $2,469.67 053-156-060 MDR DP Taxable $2,469.67 $3,021.04 100% $2,469.67 053-156-061 MDR DP Taxable $2,469.67 $3,021.04 100% $3,021.04 053-156-062 MDR DP Taxable $2,469.67 $3,021.04 100% $2,469.67 053-156-063 MDR DP Taxable $2,469.67 $3,021.04 100% $3,021.04 053-156-064 MDR DP Taxable $2,469.67 $3,021.04 100% $2,469.67 053-156-065 MDR DP Taxable $2,469.67 $3,021.04 100% $2,469.67 053-156-066 MDR DP Taxable $2,469.67 $3,021.04 100% $3,021.04 Prepared by EPS 7/10/2025 Page 52 of 358
Appendix A Page 6 of 14
Assessor's Minimum Maximum Proposed
Parcel Land Tax Tax Annual Annual Tax Special Tax
Number Use [1] Category [1] Status Special Tax Special Tax Allocation Levy [2] Proposed Special Tax Levy for FY 2025-26
053-156-067 MDR DP Taxable $2,469.67 $3,021.04 100% $2,469.67 053-156-068 MDR DP Taxable $2,469.67 $3,021.04 100% $3,021.04 053-156-069 MDR DP Taxable $2,469.67 $3,021.04 100% $2,469.67 053-156-070 MDR AW Tax-Exempt $0.00 $0.00 0% $0.00
053-156-071 MDR DP Taxable $2,469.67 $3,021.04 100% $3,021.04 053-156-072 MDR DP Taxable $2,469.67 $3,021.04 100% $2,469.67 053-156-073 MDR DP Taxable $2,469.67 $3,021.04 100% $2,469.67 053-156-074 MDR DP Taxable $2,469.67 $3,021.04 100% $2,469.67 053-156-075 MDR DP Taxable $2,469.67 $3,021.04 100% $3,021.04 053-156-076 MDR AW Tax-Exempt $0.00 $0.00 0% $0.00
053-156-077 MDR DP Taxable $2,469.67 $3,021.04 100% $2,469.67 053-156-078 MDR DP Taxable $2,469.67 $3,021.04 100% $2,469.67 053-156-079 MDR DP Taxable $2,469.67 $3,021.04 100% $3,021.04 053-156-080 MDR AW Tax-Exempt $0.00 $0.00 0% $0.00
053-156-081 Park Park Tax-Exempt $0.00 $0.00 0% $0.00
053-157-001 MDR DP Taxable $2,469.67 $3,021.04 100% $2,469.67 053-157-002 MDR DP Taxable $2,469.67 $3,021.04 100% $2,469.67 053-157-003 MDR DP Taxable $2,469.67 $3,021.04 100% $3,021.04 053-157-004 MDR DP Taxable $2,469.67 $3,021.04 100% $2,469.67 053-157-005 MDR DP Taxable $2,469.67 $3,021.04 100% $3,021.04 053-157-006 MDR DP Taxable $2,469.67 $3,021.04 100% $2,469.67 053-157-007 MDR DP Taxable $2,469.67 $3,021.04 100% $2,469.67 053-157-008 MDR DP Taxable $2,469.67 $3,021.04 100% $2,469.67 053-157-009 MDR DP Taxable $2,469.67 $3,021.04 100% $2,469.67 053-157-010 MDR DP Taxable $2,469.67 $3,021.04 100% $3,021.04 053-157-011 MDR DP Taxable $2,469.67 $3,021.04 100% $2,469.67 053-157-012 MDR DP Taxable $2,469.67 $3,021.04 100% $3,021.04 053-157-013 MDR DP Taxable $2,469.67 $3,021.04 100% $3,021.04 053-157-014 MDR DP Taxable $2,469.67 $3,021.04 100% $3,021.04 053-157-015 MDR DP Taxable $2,469.67 $3,021.04 100% $2,469.67 053-157-016 MDR DP Taxable $2,469.67 $3,021.04 100% $3,021.04 053-157-017 MDR DP Taxable $2,469.67 $3,021.04 100% $2,469.67 053-157-018 MDR DP Taxable $2,469.67 $3,021.04 100% $3,021.04 053-157-019 MDR AW Tax-Exempt $0.00 $0.00 0% $0.00
053-157-020 MDR DP Taxable $2,469.67 $3,021.04 100% $3,021.04 053-157-021 MDR DP Taxable $2,469.67 $3,021.04 100% $2,469.67 053-157-022 MDR DP Taxable $2,469.67 $3,021.04 100% $2,469.67 053-157-023 MDR DP Taxable $2,469.67 $3,021.04 100% $3,021.04 053-157-024 MDR DP Taxable $2,469.67 $3,021.04 100% $3,021.04 053-157-025 MDR DP Taxable $2,469.67 $3,021.04 100% $2,469.67 053-157-026 MDR DP Taxable $2,469.67 $3,021.04 100% $2,469.67 053-157-027 MDR DP Taxable $2,469.67 $3,021.04 100% $3,021.04 053-157-028 MDR DP Taxable $2,469.67 $3,021.04 100% $2,469.67 053-157-029 MDR DP Taxable $2,469.67 $3,021.04 100% $2,469.67 053-157-030 MDR DP Taxable $2,469.67 $3,021.04 100% $3,021.04 053-157-031 MDR DP Taxable $2,469.67 $3,021.04 100% $2,469.67 053-157-032 MDR DP Taxable $2,469.67 $3,021.04 100% $2,469.67 053-157-033 MDR DP Taxable $2,469.67 $3,021.04 100% $3,021.04 Prepared by EPS 7/10/2025 Page 53 of 358
Appendix A Page 7 of 14
Assessor's Minimum Maximum Proposed
Parcel Land Tax Tax Annual Annual Tax Special Tax
Number Use [1] Category [1] Status Special Tax Special Tax Allocation Levy [2] Proposed Special Tax Levy for FY 2025-26
053-157-034 MDR DP Taxable $2,469.67 $3,021.04 100% $3,021.04 053-157-035 MDR AW Tax-Exempt $0.00 $0.00 0% $0.00
053-157-036 MDR DP Taxable $2,469.67 $3,021.04 100% $2,469.67 053-157-037 MDR DP Taxable $2,469.67 $3,021.04 100% $3,021.04 053-157-038 MDR DP Taxable $2,469.67 $3,021.04 100% $2,469.67 053-157-039 MDR DP Taxable $2,469.67 $3,021.04 100% $2,469.67 053-157-040 MDR DP Taxable $2,469.67 $3,021.04 100% $3,021.04 053-157-041 MDR DP Taxable $2,469.67 $3,021.04 100% $2,469.67 053-157-042 MDR DP Taxable $2,469.67 $3,021.04 100% $2,469.67 053-157-043 MDR DP Taxable $2,469.67 $3,021.04 100% $2,469.67 053-157-044 MDR DP Taxable $2,469.67 $3,021.04 100% $3,021.04 053-157-045 MDR AW Tax-Exempt $0.00 $0.00 0% $0.00
053-157-046 MDR DP Taxable $2,469.67 $3,021.04 100% $3,021.04 053-157-047 MDR DP Taxable $2,469.67 $3,021.04 100% $2,469.67 053-157-048 MDR DP Taxable $2,469.67 $3,021.04 100% $2,469.67 053-157-049 MDR DP Taxable $2,469.67 $3,021.04 100% $2,469.67 053-157-050 MDR DP Taxable $2,469.67 $3,021.04 100% $2,469.67 053-157-051 MDR DP Taxable $2,469.67 $3,021.04 100% $3,021.04 053-157-052 MDR DP Taxable $2,469.67 $3,021.04 100% $2,469.67 053-157-053 MDR DP Taxable $2,469.67 $3,021.04 100% $2,469.67 053-157-054 MDR DP Taxable $2,469.67 $3,021.04 100% $3,021.04 053-601-008 ROW ROW Tax-Exempt $0.00 $0.00 0% $0.00
053-601-009 ROW ROW Tax-Exempt $0.00 $0.00 0% $0.00
053-601-011 HOA HOA Tax-Exempt $0.00 $0.00 0% $0.00
053-601-015-000 CA CA Tax-Exempt $0.00 $0.00 0% $0.00
053-601-016 HDR-CON DP Taxable $1,837.90 $1,837.90 100% $1,837.90 053-601-017 HDR-CON DP Taxable $1,837.90 $1,837.90 100% $1,837.90 053-601-018 HDR-CON DP Taxable $1,837.90 $1,837.90 100% $1,837.90 053-601-019 HDR-CON DP Taxable $1,837.90 $1,837.90 100% $1,837.90 053-601-020 HDR-CON AW Tax-Exempt $0.00 $0.00 0% $0.00
053-601-021 HDR-CON DP Taxable $1,837.90 $1,837.90 100% $1,837.90 053-601-022 HDR-CON DP Taxable $1,837.90 $1,837.90 100% $1,837.90 053-601-023 HDR-CON DP Taxable $1,837.90 $1,837.90 100% $1,837.90 053-601-024 HDR-CON DP Taxable $1,837.90 $1,837.90 100% $1,837.90 053-601-025 HDR-CON DP Taxable $1,837.90 $1,837.90 100% $1,837.90 053-601-026 HDR-CON DP Taxable $1,837.90 $1,837.90 100% $1,837.90 053-601-027 HDR-CON DP Taxable $1,837.90 $1,837.90 100% $1,837.90 053-601-028 HDR-CON DP Taxable $1,837.90 $1,837.90 100% $1,837.90 053-601-029 HDR-CON DP Taxable $1,837.90 $1,837.90 100% $1,837.90 053-601-030 HDR-CON DP Taxable $1,837.90 $1,837.90 100% $1,837.90 053-601-031 HDR-CON DP Taxable $1,837.90 $1,837.90 100% $1,837.90 053-601-032 HDR-CON DP Taxable $1,837.90 $1,837.90 100% $1,837.90 053-601-033 HDR-CON DP Taxable $1,837.90 $1,837.90 100% $1,837.90 053-601-034 HDR-CON DP Taxable $1,837.90 $1,837.90 100% $1,837.90 053-601-035 HDR-CON DP Taxable $1,837.90 $1,837.90 100% $1,837.90 053-601-036 HDR-CON DP Taxable $1,837.90 $1,837.90 100% $1,837.90 053-601-037 HDR-CON DP Taxable $1,837.90 $1,837.90 100% $1,837.90 053-601-038 HDR-CON DP Taxable $1,837.90 $1,837.90 100% $1,837.90 Prepared by EPS 7/10/2025 Page 54 of 358
Appendix A Page 8 of 14
Assessor's Minimum Maximum Proposed
Parcel Land Tax Tax Annual Annual Tax Special Tax
Number Use [1] Category [1] Status Special Tax Special Tax Allocation Levy [2] Proposed Special Tax Levy for FY 2025-26
053-601-039 HDR-CON DP Taxable $1,837.90 $1,837.90 100% $1,837.90 053-601-040 CA CA Tax-Exempt $0.00 $0.00 0% $0.00
053-601-041 HDR-CON DP Taxable $1,837.90 $1,837.90 100% $1,837.90 053-601-051 HDR-CON DP Taxable $1,837.90 $1,837.90 100% $1,837.90 053-601-052 HDR-CON DP Taxable $1,837.90 $1,837.90 100% $1,837.90 053-601-053 HDR-CON DP Taxable $1,837.90 $1,837.90 100% $1,837.90 053-601-054 HDR-CON DP Taxable $1,837.90 $1,837.90 100% $1,837.90 053-601-055 HDR-CON DP Taxable $1,837.90 $1,837.90 100% $1,837.90 053-601-056 HDR-CON DP Taxable $1,837.90 $1,837.90 100% $1,837.90 053-601-057 HDR-CON DP Taxable $1,837.90 $1,837.90 100% $1,837.90 053-601-058 HDR-CON DP Taxable $1,837.90 $1,837.90 100% $1,837.90 053-601-059 HDR-CON DP Taxable $1,837.90 $1,837.90 100% $1,837.90 053-601-060 HDR-CON DP Taxable $1,837.90 $1,837.90 100% $1,837.90 053-601-061 HDR-CON DP Taxable $1,837.90 $1,837.90 100% $1,837.90 053-601-062 HDR-CON DP Taxable $1,837.90 $1,837.90 100% $1,837.90 053-601-063 HDR-CON DP Taxable $1,837.90 $1,837.90 100% $1,837.90 053-601-064 HDR-CON DP Taxable $1,837.90 $1,837.90 100% $1,837.90 053-601-065 HDR-CON DP Taxable $1,837.90 $1,837.90 100% $1,837.90 053-601-066 HDR-CON DP Taxable $1,837.90 $1,837.90 100% $1,837.90 053-601-067 HDR-CON DP Taxable $1,837.90 $1,837.90 100% $1,837.90 053-601-068 HDR-CON DP Taxable $1,837.90 $1,837.90 100% $1,837.90 053-601-069 HDR-CON DP Taxable $1,837.90 $1,837.90 100% $1,837.90 053-601-070 HDR-CON DP Taxable $1,837.90 $1,837.90 100% $1,837.90 053-601-071 HDR-CON DP Taxable $1,837.90 $1,837.90 100% $1,837.90 053-601-072 HDR-CON DP Taxable $1,837.90 $1,837.90 100% $1,837.90 053-601-073 HDR-CON DP Taxable $1,837.90 $1,837.90 100% $1,837.90 053-602-026 CA CA Tax-Exempt $0.00 $0.00 0% $0.00
053-602-028 CA CA Tax-Exempt $0.00 $0.00 0% $0.00
053-602-030 CA CA Tax-Exempt $0.00 $0.00 0% $0.00
053-602-031 HDR-CON DP Taxable $1,837.90 $1,837.90 100% $1,837.90 053-602-032 HDR-CON DP Taxable $1,837.90 $1,837.90 100% $1,837.90 053-602-033 HDR-CON DP Taxable $1,837.90 $1,837.90 100% $1,837.90 053-602-034 HDR-CON DP Taxable $1,837.90 $1,837.90 100% $1,837.90 053-602-035 HDR-CON DP Taxable $1,837.90 $1,837.90 100% $1,837.90 053-602-036 HDR-CON DP Taxable $1,837.90 $1,837.90 100% $1,837.90 053-602-037 HDR-CON DP Taxable $1,837.90 $1,837.90 100% $1,837.90 053-602-038 HDR-CON DP Taxable $1,837.90 $1,837.90 100% $1,837.90 053-602-039 HDR-CON DP Taxable $1,837.90 $1,837.90 100% $1,837.90 053-602-040 HDR-CON DP Taxable $1,837.90 $1,837.90 100% $1,837.90 053-602-041 HDR-CON DP Taxable $1,837.90 $1,837.90 100% $1,837.90 053-602-042 HDR-CON DP Taxable $1,837.90 $1,837.90 100% $1,837.90 053-602-043 HDR-CON DP Taxable $1,837.90 $1,837.90 100% $1,837.90 053-602-044 HDR-CON DP Taxable $1,837.90 $1,837.90 100% $1,837.90 053-602-045 HDR-CON DP Taxable $1,837.90 $1,837.90 100% $1,837.90 053-602-046 HDR-CON DP Taxable $1,837.90 $1,837.90 100% $1,837.90 053-602-047 HDR-CON DP Taxable $1,837.90 $1,837.90 100% $1,837.90 053-602-048 HDR-CON DP Taxable $1,837.90 $1,837.90 100% $1,837.90 053-602-049 HDR-CON DP Taxable $1,837.90 $1,837.90 100% $1,837.90 Prepared by EPS 7/10/2025 Page 55 of 358
Appendix A Page 9 of 14
Assessor's Minimum Maximum Proposed
Parcel Land Tax Tax Annual Annual Tax Special Tax
Number Use [1] Category [1] Status Special Tax Special Tax Allocation Levy [2] Proposed Special Tax Levy for FY 2025-26
053-602-050 HDR-CON DP Taxable $1,837.90 $1,837.90 100% $1,837.90 053-602-051 HDR-CON DP Taxable $1,837.90 $1,837.90 100% $1,837.90 053-602-052 HDR-CON DP Taxable $1,837.90 $1,837.90 100% $1,837.90 053-602-053 HDR-CON DP Taxable $1,837.90 $1,837.90 100% $1,837.90 053-602-054 HDR-CON DP Taxable $1,837.90 $1,837.90 100% $1,837.90 053-602-055 CA CA Tax-Exempt $0.00 $0.00 0% $0.00
053-602-056 HDR-CON DP Taxable $1,837.90 $1,837.90 100% $1,837.90 053-602-057 HDR-CON DP Taxable $1,837.90 $1,837.90 100% $1,837.90 053-602-058 HDR-CON DP Taxable $1,837.90 $1,837.90 100% $1,837.90 053-602-059 HDR-CON DP Taxable $1,837.90 $1,837.90 100% $1,837.90 053-602-060 HDR-CON AW Tax-Exempt $0.00 $0.00 0% $0.00
053-602-061 HDR-CON DP Taxable $1,837.90 $1,837.90 100% $1,837.90 053-602-062 HDR-CON DP Taxable $1,837.90 $1,837.90 100% $1,837.90 053-602-063 HDR-CON DP Taxable $1,837.90 $1,837.90 100% $1,837.90 053-602-064 HDR-CON DP Taxable $1,837.90 $1,837.90 100% $1,837.90 053-602-065 HDR-CON DP Taxable $1,837.90 $1,837.90 100% $1,837.90 053-602-066 HDR-CON DP Taxable $1,837.90 $1,837.90 100% $1,837.90 053-602-067 HDR-CON DP Taxable $1,837.90 $1,837.90 100% $1,837.90 053-602-068 CA CA Tax-Exempt $0.00 $0.00 0% $0.00
053-602-069 HDR-CON DP Taxable $1,837.90 $1,837.90 100% $1,837.90 053-602-070 HDR-CON DP Taxable $1,837.90 $1,837.90 100% $1,837.90 053-602-071 HDR-CON DP Taxable $1,837.90 $1,837.90 100% $1,837.90 053-602-072 HDR-CON DP Taxable $1,837.90 $1,837.90 100% $1,837.90 053-602-073 HDR-CON DP Taxable $1,837.90 $1,837.90 100% $1,837.90 053-602-074 HDR-CON DP Taxable $1,837.90 $1,837.90 100% $1,837.90 053-602-075 HDR-CON DP Taxable $1,837.90 $1,837.90 100% $1,837.90 053-602-076 HDR-CON DP Taxable $1,837.90 $1,837.90 100% $1,837.90 053-602-077 HDR-CON DP Taxable $1,837.90 $1,837.90 100% $1,837.90 053-602-078 HDR-CON DP Taxable $1,837.90 $1,837.90 100% $1,837.90 053-602-079 HDR-CON DP Taxable $1,837.90 $1,837.90 100% $1,837.90 053-602-080 HDR-CON DP Taxable $1,837.90 $1,837.90 100% $1,837.90 053-603-003 CA CA Tax-Exempt $0.00 $0.00 0% $0.00
053-603-004 HDR-TH DP Taxable $2,193.99 $2,193.99 100% $2,193.99 053-603-005 HDR-TH DP Taxable $2,193.99 $2,193.99 100% $2,193.99 053-603-006 HDR-TH DP Taxable $2,193.99 $2,193.99 100% $2,193.99 053-603-007 HDR-TH DP Taxable $2,193.99 $2,193.99 100% $2,193.99 053-603-008 HDR-TH DP Taxable $2,193.99 $2,193.99 100% $2,193.99 053-603-009 HDR-TH DP Taxable $2,193.99 $2,193.99 100% $2,193.99 053-603-010 HDR-TH DP Taxable $2,193.99 $2,193.99 100% $2,193.99 053-603-011 HDR-TH AW Tax-Exempt $0.00 $0.00 0% $0.00
053-603-012 HDR-TH DP Taxable $2,193.99 $2,193.99 100% $2,193.99 053-603-013 HDR-TH DP Taxable $2,193.99 $2,193.99 100% $2,193.99 053-603-014 HDR-TH DP Taxable $2,193.99 $2,193.99 100% $2,193.99 053-603-015 HDR-TH DP Taxable $2,193.99 $2,193.99 100% $2,193.99 053-603-018 HDR-TH UP Taxable $2,193.99 $2,193.99 0% $0.00 053-603-020 CA CA Tax-Exempt $0.00 $0.00 0% $0.00
053-603-021 HDR-TH DP Taxable $2,193.99 $2,193.99 100% $2,193.99 053-603-022 HDR-TH DP Taxable $2,193.99 $2,193.99 100% $2,193.99 Prepared by EPS 7/10/2025 Page 56 of 358
Appendix A Page 10 of 14
Assessor's Minimum Maximum Proposed
Parcel Land Tax Tax Annual Annual Tax Special Tax
Number Use [1] Category [1] Status Special Tax Special Tax Allocation Levy [2] Proposed Special Tax Levy for FY 2025-26
053-603-023 HDR-TH DP Taxable $2,193.99 $2,193.99 100% $2,193.99 053-603-024 HDR-TH DP Taxable $2,193.99 $2,193.99 100% $2,193.99 053-603-025 HDR-TH DP Taxable $2,193.99 $2,193.99 100% $2,193.99 053-603-026 HDR-TH DP Taxable $2,193.99 $2,193.99 100% $2,193.99 053-603-027 HDR-TH DP Taxable $2,193.99 $2,193.99 100% $2,193.99 053-603-028 HDR-TH DP Taxable $2,193.99 $2,193.99 100% $2,193.99 053-603-029 HDR-TH DP Taxable $2,193.99 $2,193.99 100% $2,193.99 053-603-030 HDR-TH DP Taxable $2,193.99 $2,193.99 100% $2,193.99 053-603-031 HDR-TH DP Taxable $2,193.99 $2,193.99 100% $2,193.99 053-603-032 HDR-TH DP Taxable $2,193.99 $2,193.99 100% $2,193.99 053-603-033 CA CA Tax-Exempt $0.00 $0.00 0% $0.00
053-603-034 HDR-TH DP Taxable $2,193.99 $2,193.99 100% $2,193.99 053-603-035 HDR-TH DP Taxable $2,193.99 $2,193.99 100% $2,193.99 053-603-036 HDR-TH DP Taxable $2,193.99 $2,193.99 100% $2,193.99 053-603-037 HDR-TH DP Taxable $2,193.99 $2,193.99 100% $2,193.99 053-603-038 HDR-TH DP Taxable $2,193.99 $2,193.99 100% $2,193.99 053-603-039 HDR-TH DP Taxable $2,193.99 $2,193.99 100% $2,193.99 053-603-040 HDR-TH DP Taxable $2,193.99 $2,193.99 100% $2,193.99 053-603-041 HDR-TH DP Taxable $2,193.99 $2,193.99 100% $2,193.99 053-603-042 HDR-TH DP Taxable $2,193.99 $2,193.99 100% $2,193.99 053-603-043 HDR-TH DP Taxable $2,193.99 $2,193.99 100% $2,193.99 053-603-044 HDR-TH DP Taxable $2,193.99 $2,193.99 100% $2,193.99 053-603-045 HDR-TH DP Taxable $2,193.99 $2,193.99 100% $2,193.99 053-603-046 CA CA Tax-Exempt $0.00 $0.00 0% $0.00
053-603-047 HDR-TH DP Taxable $2,193.99 $2,193.99 100% $2,193.99 053-603-048 HDR-TH DP Taxable $2,193.99 $2,193.99 100% $2,193.99 053-603-049 HDR-TH DP Taxable $2,193.99 $2,193.99 100% $2,193.99 053-603-050 HDR-TH AW Tax-Exempt $0.00 $0.00 0% $0.00
053-603-051 HDR-TH DP Taxable $2,193.99 $2,193.99 100% $2,193.99 053-603-052 HDR-TH DP Taxable $2,193.99 $2,193.99 100% $2,193.99 053-603-053 HDR-TH DP Taxable $2,193.99 $2,193.99 100% $2,193.99 053-603-054 HDR-TH DP Taxable $2,193.99 $2,193.99 100% $2,193.99 053-603-055 HDR-TH DP Taxable $2,193.99 $2,193.99 100% $2,193.99 053-603-056 HDR-TH DP Taxable $2,193.99 $2,193.99 100% $2,193.99 053-603-057 HDR-TH DP Taxable $2,193.99 $2,193.99 100% $2,193.99 053-603-058 HDR-TH DP Taxable $2,193.99 $2,193.99 100% $2,193.99 053-603-059 HDR-TH DP Taxable $2,193.99 $2,193.99 100% $2,193.99 053-603-060 HDR-TH DP Taxable $2,193.99 $2,193.99 100% $2,193.99 053-603-061 HDR-TH DP Taxable $2,193.99 $2,193.99 100% $2,193.99 053-603-062 HDR-TH DP Taxable $2,193.99 $2,193.99 100% $2,193.99 053-603-063 HDR-TH DP Taxable $2,193.99 $2,193.99 100% $2,193.99 053-603-064 HDR-TH DP Taxable $2,193.99 $2,193.99 100% $2,193.99 053-603-065 HDR-TH Exempt Tax-Exempt $0.00 $0.00 0% $0.00 053-603-066 HDR-TH DP Taxable $2,193.99 $2,193.99 100% $2,193.99 053-603-067 HDR-TH DP Taxable $2,193.99 $2,193.99 100% $2,193.99 053-603-068 HDR-TH DP Taxable $2,193.99 $2,193.99 100% $2,193.99 053-603-069 HDR-TH DP Taxable $2,193.99 $2,193.99 100% $2,193.99 053-603-070 HDR-TH DP Taxable $2,193.99 $2,193.99 100% $2,193.99 Prepared by EPS 7/10/2025 Page 57 of 358
Appendix A Page 11 of 14
Assessor's Minimum Maximum Proposed
Parcel Land Tax Tax Annual Annual Tax Special Tax
Number Use [1] Category [1] Status Special Tax Special Tax Allocation Levy [2] Proposed Special Tax Levy for FY 2025-26
053-603-071 HDR-TH DP Taxable $2,193.99 $2,193.99 100% $2,193.99 053-603-072 HDR-TH DP Taxable $2,193.99 $2,193.99 100% $2,193.99 053-603-073 HDR-TH DP Taxable $2,193.99 $2,193.99 100% $2,193.99 053-603-074 HDR-TH DP Taxable $2,193.99 $2,193.99 100% $2,193.99 053-603-075 HDR-TH DP Taxable $2,193.99 $2,193.99 100% $2,193.99 053-603-076 HDR-TH DP Taxable $2,193.99 $2,193.99 100% $2,193.99 053-603-077 HDR-TH DP Taxable $2,193.99 $2,193.99 100% $2,193.99 053-603-078 HDR-TH DP Taxable $2,193.99 $2,193.99 100% $2,193.99 053-603-079 HDR-TH DP Taxable $2,193.99 $2,193.99 100% $2,193.99 053-603-080 HDR-TH DP Taxable $2,193.99 $2,193.99 100% $2,193.99 053-603-081 HDR-TH DP Taxable $2,193.99 $2,193.99 100% $2,193.99 053-603-082 HDR-TH DP Taxable $2,193.99 $2,193.99 100% $2,193.99 053-603-083 HDR-TH DP Taxable $2,193.99 $2,193.99 100% $2,193.99 053-603-084 CA CA Tax-Exempt $0.00 $0.00 0% $0.00
053-604-001 CA CA Tax-Exempt $0.00 $0.00 0% $0.00
053-604-002 HDR-EFF DP Taxable $1,377.27 $1,377.27 100% $1,377.27 053-604-003 HDR-EFF DP Taxable $1,377.27 $1,377.27 100% $1,377.27 053-604-004 HDR-EFF DP Taxable $1,377.27 $1,377.27 100% $1,377.27 053-604-005 HDR-EFF DP Taxable $1,377.27 $1,377.27 100% $1,377.27 053-604-006 HDR-EFF DP Taxable $1,377.27 $1,377.27 100% $1,377.27 053-604-007 HDR-EFF DP Taxable $1,377.27 $1,377.27 100% $1,377.27 053-604-008 HDR-EFF DP Taxable $1,377.27 $1,377.27 100% $1,377.27 053-604-009 HDR-EFF DP Taxable $1,377.27 $1,377.27 100% $1,377.27 053-604-010 HDR-EFF DP Taxable $1,377.27 $1,377.27 100% $1,377.27 053-604-011 HDR-EFF AW Tax-Exempt $0.00 $0.00 0% $0.00
053-604-012 HDR-EFF DP Taxable $1,377.27 $1,377.27 100% $1,377.27 053-604-013 HDR-EFF DP Taxable $1,377.27 $1,377.27 100% $1,377.27 053-604-014 HDR-EFF DP Taxable $1,377.27 $1,377.27 100% $1,377.27 053-604-015 HDR-EFF DP Taxable $1,377.27 $1,377.27 100% $1,377.27 053-604-016 HDR-EFF DP Taxable $1,377.27 $1,377.27 100% $1,377.27 053-604-017 HDR-EFF DP Taxable $1,377.27 $1,377.27 100% $1,377.27 053-604-018 HDR-EFF DP Taxable $1,377.27 $1,377.27 100% $1,377.27 053-604-019 HDR-EFF DP Taxable $1,377.27 $1,377.27 100% $1,377.27 053-604-020 HDR-EFF DP Taxable $1,377.27 $1,377.27 100% $1,377.27 053-604-021 HDR-EFF DP Taxable $1,377.27 $1,377.27 100% $1,377.27 053-604-022 CA CA Tax-Exempt $0.00 $0.00 0% $0.00
053-604-023 HDR-EFF DP Taxable $1,377.27 $1,377.27 100% $1,377.27 053-604-024 HDR-EFF DP Taxable $1,377.27 $1,377.27 100% $1,377.27 053-604-025 HDR-EFF DP Taxable $1,377.27 $1,377.27 100% $1,377.27 053-604-026 HDR-EFF DP Taxable $1,377.27 $1,377.27 100% $1,377.27 053-604-027 HDR-EFF DP Taxable $1,377.27 $1,377.27 100% $1,377.27 053-604-028 HDR-EFF DP Taxable $1,377.27 $1,377.27 100% $1,377.27 053-604-029 HDR-EFF DP Taxable $1,377.27 $1,377.27 100% $1,377.27 053-604-030 HDR-EFF DP Taxable $1,377.27 $1,377.27 100% $1,377.27 053-604-031 HDR-EFF DP Taxable $1,377.27 $1,377.27 100% $1,377.27 053-604-032 HDR-EFF AW Tax-Exempt $0.00 $0.00 0% $0.00
053-604-033 HDR-EFF DP Taxable $1,377.27 $1,377.27 100% $1,377.27 053-604-034 HDR-EFF DP Taxable $1,377.27 $1,377.27 100% $1,377.27 Prepared by EPS 7/10/2025 Page 58 of 358
Appendix A Page 12 of 14
Assessor's Minimum Maximum Proposed
Parcel Land Tax Tax Annual Annual Tax Special Tax
Number Use [1] Category [1] Status Special Tax Special Tax Allocation Levy [2] Proposed Special Tax Levy for FY 2025-26
053-604-035 HDR-EFF DP Taxable $1,377.27 $1,377.27 100% $1,377.27 053-604-036 HDR-EFF DP Taxable $1,377.27 $1,377.27 100% $1,377.27 053-604-037 HDR-EFF DP Taxable $1,377.27 $1,377.27 100% $1,377.27 053-604-038 HDR-EFF DP Taxable $1,377.27 $1,377.27 100% $1,377.27 053-604-039 HDR-EFF DP Taxable $1,377.27 $1,377.27 100% $1,377.27 053-604-040 HDR-EFF DP Taxable $1,377.27 $1,377.27 100% $1,377.27 053-604-041 HDR-EFF DP Taxable $1,377.27 $1,377.27 100% $1,377.27 053-604-042 HDR-EFF DP Taxable $1,377.27 $1,377.27 100% $1,377.27 053-604-043 HDR-EFF DP Taxable $1,377.27 $1,377.27 100% $1,377.27 053-604-044 HDR-EFF DP Taxable $1,377.27 $1,377.27 100% $1,377.27 053-604-045 HDR-EFF DP Taxable $1,377.27 $1,377.27 100% $1,377.27 053-604-046 HDR-EFF DP Taxable $1,377.27 $1,377.27 100% $1,377.27 053-604-047 HDR-EFF DP Taxable $1,377.27 $1,377.27 100% $1,377.27 053-604-048 HDR-EFF DP Taxable $1,377.27 $1,377.27 100% $1,377.27 053-604-049 HDR-EFF DP Taxable $1,377.27 $1,377.27 100% $1,377.27 053-604-050 HDR-EFF DP Taxable $1,377.27 $1,377.27 100% $1,377.27 053-604-051 HDR-EFF DP Taxable $1,377.27 $1,377.27 100% $1,377.27 053-604-052 HDR-EFF AW Tax-Exempt $0.00 $0.00 0% $0.00
053-604-053 HDR-EFF DP Taxable $1,377.27 $1,377.27 100% $1,377.27 053-604-054 HDR-EFF DP Taxable $1,377.27 $1,377.27 100% $1,377.27 053-604-055 HDR-EFF DP Taxable $1,377.27 $1,377.27 100% $1,377.27 053-604-056 HDR-EFF DP Taxable $1,377.27 $1,377.27 100% $1,377.27 053-604-057 HDR-EFF DP Taxable $1,377.27 $1,377.27 100% $1,377.27 053-604-058 HDR-EFF DP Taxable $1,377.27 $1,377.27 100% $1,377.27 053-604-059 HDR-EFF DP Taxable $1,377.27 $1,377.27 100% $1,377.27 053-604-060 HDR-EFF DP Taxable $1,377.27 $1,377.27 100% $1,377.27 053-604-061 HDR-EFF DP Taxable $1,377.27 $1,377.27 100% $1,377.27 053-604-062 HDR-EFF DP Taxable $1,377.27 $1,377.27 100% $1,377.27 053-604-064 CA CA Tax-Exempt $0.00 $0.00 0% $0.00
053-604-065 HDR-EFF DP Taxable $1,377.27 $1,377.27 100% $1,377.27 053-604-066 HDR-EFF DP Taxable $1,377.27 $1,377.27 100% $1,377.27 053-604-067 HDR-EFF DP Taxable $1,377.27 $1,377.27 100% $1,377.27 053-604-068 HDR-EFF DP Taxable $1,377.27 $1,377.27 100% $1,377.27 053-604-069 HDR-EFF DP Taxable $1,377.27 $1,377.27 100% $1,377.27 053-604-070 HDR-EFF DP Taxable $1,377.27 $1,377.27 100% $1,377.27 053-604-071 HDR-EFF DP Taxable $1,377.27 $1,377.27 100% $1,377.27 053-604-072 HDR-EFF DP Taxable $1,377.27 $1,377.27 100% $1,377.27 053-604-073 HDR-EFF DP Taxable $1,377.27 $1,377.27 100% $1,377.27 053-604-074 HDR-EFF AW Tax-Exempt $0.00 $0.00 0% $0.00
053-604-075 HDR-EFF DP Taxable $1,377.27 $1,377.27 100% $1,377.27 053-604-076 HDR-EFF DP Taxable $1,377.27 $1,377.27 100% $1,377.27 053-604-077 HDR-EFF DP Taxable $1,377.27 $1,377.27 100% $1,377.27 053-604-078 HDR-EFF DP Taxable $1,377.27 $1,377.27 100% $1,377.27 053-604-079 HDR-EFF DP Taxable $1,377.27 $1,377.27 100% $1,377.27 053-604-080 HDR-EFF DP Taxable $1,377.27 $1,377.27 100% $1,377.27 053-604-081 HDR-EFF DP Taxable $1,377.27 $1,377.27 100% $1,377.27 053-604-082 HDR-EFF DP Taxable $1,377.27 $1,377.27 100% $1,377.27 053-604-083 HDR-EFF DP Taxable $1,377.27 $1,377.27 100% $1,377.27 Prepared by EPS 7/10/2025 Page 59 of 358
Appendix A Page 13 of 14
Assessor's Minimum Maximum Proposed
Parcel Land Tax Tax Annual Annual Tax Special Tax
Number Use [1] Category [1] Status Special Tax Special Tax Allocation Levy [2] Proposed Special Tax Levy for FY 2025-26
053-604-084 HDR-EFF DP Taxable $1,377.27 $1,377.27 100% $1,377.27 053-605-001 CA CA Tax-Exempt $0.00 $0.00 0% $0.00
053-605-002 HDR-EFF DP Taxable $1,377.27 $1,377.27 100% $1,377.27 053-605-003 HDR-EFF DP Taxable $1,377.27 $1,377.27 100% $1,377.27 053-605-004 HDR-EFF DP Taxable $1,377.27 $1,377.27 100% $1,377.27 053-605-005 HDR-EFF DP Taxable $1,377.27 $1,377.27 100% $1,377.27 053-605-006 HDR-EFF DP Taxable $1,377.27 $1,377.27 100% $1,377.27 053-605-007 HDR-EFF DP Taxable $1,377.27 $1,377.27 100% $1,377.27 053-605-008 HDR-EFF DP Taxable $1,377.27 $1,377.27 100% $1,377.27 053-605-009 HDR-EFF DP Taxable $1,377.27 $1,377.27 100% $1,377.27 053-605-010 HDR-EFF DP Taxable $1,377.27 $1,377.27 100% $1,377.27 053-605-011 HDR-EFF AW Tax-Exempt $0.00 $0.00 0% $0.00
053-605-012 HDR-EFF DP Taxable $1,377.27 $1,377.27 100% $1,377.27 053-605-013 HDR-EFF DP Taxable $1,377.27 $1,377.27 100% $1,377.27 053-605-014 HDR-EFF DP Taxable $1,377.27 $1,377.27 100% $1,377.27 053-605-015 HDR-EFF DP Taxable $1,377.27 $1,377.27 100% $1,377.27 053-605-016 HDR-EFF DP Taxable $1,377.27 $1,377.27 100% $1,377.27 053-605-017 HDR-EFF DP Taxable $1,377.27 $1,377.27 100% $1,377.27 053-605-018 HDR-EFF DP Taxable $1,377.27 $1,377.27 100% $1,377.27 053-605-019 HDR-EFF DP Taxable $1,377.27 $1,377.27 100% $1,377.27 053-605-020 HDR-EFF DP Taxable $1,377.27 $1,377.27 100% $1,377.27 053-605-021 HDR-EFF DP Taxable $1,377.27 $1,377.27 100% $1,377.27 053-605-022 HDR-EFF DP Taxable $1,377.27 $1,377.27 100% $1,377.27 053-605-023 HDR-EFF DP Taxable $1,377.27 $1,377.27 100% $1,377.27 053-605-024 HDR-EFF DP Taxable $1,377.27 $1,377.27 100% $1,377.27 053-605-025 HDR-EFF DP Taxable $1,377.27 $1,377.27 100% $1,377.27 053-605-026 HDR-EFF DP Taxable $1,377.27 $1,377.27 100% $1,377.27 053-605-027 HDR-EFF DP Taxable $1,377.27 $1,377.27 100% $1,377.27 053-605-028 HDR-EFF DP Taxable $1,377.27 $1,377.27 100% $1,377.27 053-605-029 HDR-EFF DP Taxable $1,377.27 $1,377.27 100% $1,377.27 053-605-030 HDR-EFF DP Taxable $1,377.27 $1,377.27 100% $1,377.27 053-605-031 HDR-EFF AW Tax-Exempt $0.00 $0.00 0% $0.00
053-605-032 HDR-EFF DP Taxable $1,377.27 $1,377.27 100% $1,377.27 053-605-033 HDR-EFF DP Taxable $1,377.27 $1,377.27 100% $1,377.27 053-605-034 HDR-EFF DP Taxable $1,377.27 $1,377.27 100% $1,377.27 053-605-035 HDR-EFF DP Taxable $1,377.27 $1,377.27 100% $1,377.27 053-605-036 HDR-EFF DP Taxable $1,377.27 $1,377.27 100% $1,377.27 053-605-037 HDR-EFF DP Taxable $1,377.27 $1,377.27 100% $1,377.27 053-605-038 HDR-EFF DP Taxable $1,377.27 $1,377.27 100% $1,377.27 053-605-039 HDR-EFF DP Taxable $1,377.27 $1,377.27 100% $1,377.27 053-605-040 HDR-EFF DP Taxable $1,377.27 $1,377.27 100% $1,377.27 053-605-041 HDR-EFF DP Taxable $1,377.27 $1,377.27 100% $1,377.27 053-605-042 CA CA Tax-Exempt $2,193.99 $2,193.99 0% $0.00 053-605-043 HDR-TH DP Taxable $2,193.99 $2,193.99 100% $2,193.99 053-605-044 HDR-TH DP Taxable $2,193.99 $2,193.99 100% $2,193.99 053-605-045 HDR-TH DP Taxable $2,193.99 $2,193.99 100% $2,193.99 053-605-046 HDR-TH DP Taxable $2,193.99 $2,193.99 100% $2,193.99 053-605-047 HDR-TH DP Taxable $2,193.99 $2,193.99 100% $2,193.99 Prepared by EPS 7/10/2025 Page 60 of 358
Appendix A Page 14 of 14
Assessor's Minimum Maximum Proposed
Parcel Land Tax Tax Annual Annual Tax Special Tax
Number Use [1] Category [1] Status Special Tax Special Tax Allocation Levy [2] Proposed Special Tax Levy for FY 2025-26
053-605-048 HDR-TH DP Taxable $2,193.99 $2,193.99 100% $2,193.99 053-605-049 HDR-TH DP Taxable $2,193.99 $2,193.99 100% $2,193.99 053-605-050 HDR-TH DP Taxable $2,193.99 $2,193.99 100% $2,193.99 Total $1,368,148.96
"2526_levy"
[1] See notes below.

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

Prepared by EPS 7/10/2025 Page 61 of 358

Item 6d
Department: Finance
Cost Center: 2001
For Agenda of: 8/19/2025
Placement: Consent
Estimated Time: N/A
FROM: Emily Jackson, Finance Director
Prepared By: Brent Taylor – Financial Analyst, Infrastructure Finance SUBJECT: ANNUAL SPECIAL TAX LEVY REPORT FOR THE COMMUNITY FACILITIES DISTRICT NO. 2017-1 (AVILA RANCH) FOR FISCAL YEAR 2025-2026

RECOMMENDATION
Receive and file the Avila Ranch CFD No. 2017-1 (Services) – FY 2025-26 Tax Report

REPORT-IN-BRIEF
The Avila Ranch CFD Annual Tax Report (FY 2025-2026) (Attachment A) identifies all parcels of land within the boundaries of the City of San Luis Obispo Community Facilities District No. 2017-1 (Avila Ranch). The special tax attributed to each parcel was computed pursuant to the Amended Rate, Method of Apportionment, and Manner of Collection of Special Tax as approved by Council in Resolution No. 10844.

The Avila Ranch CFD Annual Tax Report (FY 2025 - 2026) (Attachment A) is divided into four chapters: (1) An Introduction, which describes the purpose of the CFD and structure of the report, (2) The Taxable Land Uses, which describes the different types of land uses within the boundaries of the CFD, (3) Annual CFD Costs, which determines the expected annual expenditures of the CFD, and (4) Assignment of the Maximum Special Tax, and Special Tax levy for FY 2025-2026, which determines the maximum amount of special tax for each parcel and the amount of the levy to submit to the County for each parcel.

Each fiscal year, the District Administrator, Economic and Planning Systems, Inc. (EPS), calculates the maximum amount of special tax revenue that may be collected from all taxable parcels in the CFD. Since the district is currently in construction phases, the Amended Rate, Method of Apportionment, and Manner of Collection of Special Tax (“RMA”) specifies that the levy for each fiscal year is to be based on the total number of building permits issued, as of July 1st of each year. As of July 1, 2025, the City had issued a total of 210 building permits since the start of the project, 27 for Single Family Residential units under 1,500 sq. ft. and 183 for Single Family Residential units over 1,500 sq. ft. Properties with smaller than 1500 sq. ft. are taxed at a lower rate than properties greater than 1500 sq. ft.

Item 6d
Each year the District Administrator works with city staff to determine the Annual Costs of the CFD. Expected Service Costs1 of the CFD for fiscal year 2025-2026 are expected to be $697,985 which includes maintenance and lighting, flood and storm protection services, police protection services, fire services, and paramedic services. There are no expected facilities costs of the CFD for fiscal year 2025-2026, however, the Facilities Special Tax levy will still be included at the maximum allowed rate in the amount of $69,266. Since there are no expected facilities costs for FY 2025-2026, the City will hold the revenue generated from the Infrastructure Special Tax for facilities needed in subsequent years. Likewise, any Services Special Tax revenue not expended throughout the fiscal year will be held in the City’s Avila Ranch CFD Fund for subsequent years’ obligations.

By allocating 100 percent of the assigned maximum special tax for all developed parcels, the total special tax levy to be submitted to the County for the FY 2025-2026 will be $767,251, which is comprised of $697,985 for Service Costs and $69,266 for Facilities Costs. The CFD Administrator submitted the tax levy to the County on 7/16/2025.

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

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

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

Item 6d
The General Plan provides specific policies related to the funding of infrastructure noted below:

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

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

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

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

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

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

Item 6d
The City has already established the necessary accounts with the County of San Luis Obispo Tax Collector to administer the special tax within the Avila Ranch CFD. All necessary documentation and information were provided to the County of San Luis Obispo Tax Collector in proper form and required timelines to bill and collect the special tax on the secured property tax roll of the County beginning in FY 2022-23. The City is currently on a teeter plan with the County of San Luis Obispo, which ensures 100% of the Special Tax Revenue levied will be provided to City regardless of if the County can collect the full amount or not. Collection of delinquent special taxes is pursued only by the County and since City is entitled to the full levy amount through the teeter plan, there is no concern regarding a lack of revenue from delinquent parcels to fund the annual costs identified each year. This does not exclude the City’s right to utilize any other lawful means of billing, collecting, and enforcing the special tax, including direct billing, supplemental billing, and, when lawfully available, judicial foreclosure of the special tax lien.

The City of San Luis Obispo has established the Avila Ranch CFD Fund which is managed and controlled by City Finance Department. This fund was established to receive revenue from Special Taxes and for paying expenses of the CFD. This fund is budgeted annually through the City’s Financial Plan cycle and generally follows the budget identified in the Avila Ranch CFD Annual Tax Report (FY 2025-2026) (Attachment A) presented to the City Council with this item.

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

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

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

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

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

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

Item 6d
On November 21, 2017, Council adopted Ordinance No. 1642 levying a special tax against non-exempt real property within the CFD to finance certain facilities, services and incidental expenses.

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

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

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

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

Item 6d

FISCAL IMPACT
Budgeted: Yes Budget Year: 2025-2026
Funding Identified: Yes
Fiscal Analysis:

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

Total $0 $0 $0 $0
There are no funding requests associated with this item. The annual report was prepared by the CFD Administrator and the cost for preparation of the report was paid by Avila Ranch CFD Fund, which budgets for this expense each year through the Annual Tax Report and the City’s Financial Plan cycles. The FY 2025-26 budget for the CFD was approved by Council with adoption of the 2025-27 Financial Plan on June 17, 2025, and generally follows the budget identified in the Annual Tax Report being presented to the City Council with this item.

ALTERNATIVES
Council could decide not to receive and file the Special Tax Annual Report for Avila Ranch. The Annual Tax Report is provided to the public for transparency purposes since the first year’s special taxes were levied. This annual report is not a requirement of the CFD under the Mello-Roos Act.

ATTACHMENTS
A - Avila Ranch CFD No. 2017-1 (Services) – FY 2025-26

AVILA RANCH CFD NO. 2017-1
(SERVICES)—FY 2025-26

DRAFT REPORT
Prepared for: Prepared by:

City of San Luis Obispo Economic & Planning Systems, Inc.

July 15, 2025
EPS #242065

Table of Contents

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

2. Taxable CFD Land Uses 3

3. Annual CFD Costs 4
Annual Costs for FY 2025-26..................................................................................................................................4 Authorized Services Costs ........................................................................................................................................5 Authorized Infrastructure Costs..............................................................................................................................6

4. Assignment of the Maximum Special Tax and Special Tax Levy for FY 2025-26 7 Annual Special Tax Escalation Process ..................................................................................................................7 Assignment of the Special Tax.................................................................................................................................9 Tax Categories .............................................................................................................................................................9 Assignment of Special Tax Priorities ................................................................................................................... 10 Allocation of the Special Tax for FY 2025 26................................................................................................... 11 Assignment of the Special Tax Levy to CFD Parcels....................................................................................... 11 List of Tables
Table 1 Planned CFD Land Uses ................................................................................................................................3 Table 2 Annual CFD Costs - FY 2025-26 ................................................................................................................5 Table 3 Annual Special Tax Escalation Calculation................................................................................................8 Table 4 Annual Services Special Tax Escalator.......................................................................................................9 Table 5 Proposed Annual Special Tax Levy - FY 2025-26................................................................................10

Economic & Planning Systems, Inc. 1 Introduction

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

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

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

These are the authorized services to be funded:

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

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

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

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

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

AVILA RANCH CFD NO. 2017-1 (SERVICES)—FY 2025-26
Economic & Planning Systems, Inc. 2 Assignment of the Maximum Special Tax and Special Tax Levy The authorized facilities to be funded from the levy and collection of annual special taxes include those set forth below. These are the authorized services to be funded:

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

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

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

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

The CFD was authorized to begin collecting the special tax in Fiscal Year (FY) 2018-19. FY 2025-26 will be the fourth year in which the special tax will be levied against taxable parcels of the CFD.

Structure of this Report
This report is divided into 4 chapters, including this introductory chapter, and includes Appendix A: Proposed Special Tax Levy for FY 2025-26.

Economic & Planning Systems, Inc. 3 Taxable CFD Land Uses

2. Taxable CFD Land Uses
CFD land uses are shown in Table 1. Single-family and multifamily land uses show the estimated number of planned units based on the building square footage.

Residential units are identified as being either greater than or equal to 1,500 building square feet or fewer than 1,500 building square feet. A total of 720 planned units are expected to be constructed in the CFD.

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

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

As of July 1, 2024, there are a total of 210 developed parcels. Of these developed parcels, 183 have single-family residential units that are greater than or equal to 1,500 building square feet. The remaining 27 developed parcels have singlefamily residential units that are fewer than 1,500 building square feet.

Table 1 Planned CFD Land Uses
Planned Developed
Land Use Category Units Parcels
Single Family Residential - ≥ 1,500 Sq. Ft. 322 183
Single Family Residential - <1,500 Sq. Ft. 76 27
Multifamily Residential - ≥ 1,500 Sq. Ft. 38 0
Multifamily Residential - < 1,500 Sq. Ft. 252 0
Affordable Multifamily Residential 32 0
Commercial Uses n/a n/a
Public and Deed Restricted Land n/a n/a
Totals 720 210

Economic & Planning Systems, Inc. 4 Annual CFD Costs

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

This chapter discusses annual CFD costs for FY 2025-26.

Annual Costs for FY 2025-26
The RMA defines Annual Services Costs and Annual Infrastructure Costs. Annual Services Costs are identified as:

1. Authorized Services costs for such Fiscal Year.

2. Administrative Expenses for such Fiscal Year.

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

The Annual Facilities Costs are identified as:

1. Authorized Facilities costs for such Fiscal Year.

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

Table 2 identifies the total annual costs for FY 2025 26 as $767,251. These costs are detailed below.

AVILA RANCH CFD NO. 2017-1 (SERVICES)—FY 2025-26
Economic & Planning Systems, Inc. 5 Assignment of the Maximum Special Tax and Special Tax Levy Table 2 Annual CFD Costs - FY 2025-26
Authorized Services Costs
The estimated Authorized Services costs for the CFD in FY 2025-26 are $697,985.

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

The City has identified costs of $15,000 for City staff for FY 2025-26.

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

Item Amount [1]
Authorized Services Costs
Authorized Services Costs $682,985
Annual CFD Administration $15,000
Amount Needed to Cure Delinquencies $0
Total Authorized Services Costs $697,985
Authorized Infrastructure Costs
Authorized Infrastructure Costs $69,266
Amount Needed to Cure Delinquencies $0
Total Authorized Infrastructure Costs $69,266
Total CFD Costs for FY 2025-26 $767,251
[1] May not sum due to rounding.

AVILA RANCH CFD NO. 2017-1 (SERVICES)—FY 2025-26
Economic & Planning Systems, Inc. 6 Assignment of the Maximum Special Tax and Special Tax Levy Amount Needed to Cure Delinquencies
There are no past delinquencies in the collection of the special tax. The County guarantees 100-percent allocation of special taxes levied through the Teeter Plan.

Total Annual Service Costs of the CFD
Total Annual Services Costs of the CFD are $697,985 for FY 2025-26.

Authorized Infrastructure Costs
The estimated Authorized Infrastructure costs for the CFD in FY 2025-26 are $69,266. This is the total amount of infrastructure special taxes to be levied for FY 2025-26.

Amount Needed to Cure Delinquencies
There are no past delinquencies in the collection of the special tax. The County guarantees 100-percent allocation of special taxes levied through the Teeter Plan.

Total Annual Infrastructure Costs of the CFD
Total Annual Infrastructure Costs of the CFD are $69,266 for FY 2025-26. This is the total amount of infrastructure special taxes to be levied for FY 2025-26.

AVILA RANCH CFD NO. 2017-1 (SERVICES)—FY 2025-26
Economic & Planning Systems, Inc. 7 Assignment of the Maximum Special Tax and Special Tax Levy

4. Assignment of the Maximum Special Tax
and Special Tax Levy for FY 2025-26
Each fiscal year, the Administrator will apply the Services Special Tax Escalation Factor to the Services Special Tax to calculate the maximum amount of special tax revenue that may be collected from all taxable parcels in the CFD. First, the Administrator will increase the Services Special Tax by the Services Special Tax Escalation Factor for each tax category and will increase the Infrastructure Special Tax by the Infrastructure Special Tax Escalation Factor.

The annual assignment of the maximum special tax and determination of the special tax levy for FY 2025 26 are discussed below.

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

Table 3 shows the Services Special Tax by tax category for FY 2024 25, the escalation factor used for FY 2025 26, and the new Services Special Tax by tax category. Table 4 shows the results of the 3 indices. The Pacific West Cities, (All Urban Wage Earners and Clerical Workers) increased by an amount greater than 4 percent. The “not-to-exceed” escalation factor of 4 percent was used as a result.

AVILA RANCH CFD NO. 2017-1 (SERVICES)—FY 2025-26
Economic & Planning Systems, Inc. 8 Assignment of the Maximum Special Tax and Special Tax Levy Table 3 Annual Special Tax Escalation Calculation
FY 2024-25 Escalation FY 2025-26
Land Use Special Tax Factor [1] Special Tax
Services Special Tax
Single Family Residential - ≥ 1,500 Sq. Ft. $3,377.82 102.81% $3,472.62 Single Family Residential - <1,500 Sq. Ft. $2,251.46 102.81% $2,314.65 Multifamily Residential - ≥ 1,500 Sq. Ft. $3,377.82 102.81% $3,472.62 Multifamily Residential - < 1,500 Sq. Ft. $2,251.46 102.81% $2,314.65 Affordable Multifamily Residential $1,125.73 102.81% $1,157.33 Infrastructure Special Tax
Single Family Residential - ≥ 1,500 Sq. Ft. $337.85 102.00% $344.61 Single Family Residential - <1,500 Sq. Ft. $225.23 102.00% $229.74 Multifamily Residential - ≥ 1,500 Sq. Ft. $337.85 102.00% $344.61 Multifamily Residential - < 1,500 Sq. Ft. $225.23 102.00% $229.74 Affordable Multifamily Residential $112.62 102.00% $114.87 Total Special Tax
Single Family Residential - ≥ 1,500 Sq. Ft. $3,715.67 $3,817.23 Single Family Residential - <1,500 Sq. Ft. $2,476.69 $2,544.39 Multifamily Residential - ≥ 1,500 Sq. Ft. $3,715.67 $3,817.23 Multifamily Residential - < 1,500 Sq. Ft. $2,476.69 $2,544.39 Affordable Multifamily Residential $1,238.35 $1,272.19
[1] From Table 4.

AVILA RANCH CFD NO. 2017-1 (SERVICES)—FY 2025-26
Economic & Planning Systems, Inc. 9 Assignment of the Maximum Special Tax and Special Tax Levy Table 4 Annual Services Special Tax Escalator
Infrastructure Special Tax Escalation Factor
The Infrastructure Special Tax Escalator is set at 2 percent annually. Table 3 shows the Infrastructure Special Tax for FY 2024-25 and the 102 percent special tax as increased for FY 2025 26.

Assignment of the Special Tax
Each fiscal year, the Administrator assigns the special tax to all taxable parcels in the CFD. Land use categories which correspond to the special tax categories include single-family, multifamily, and affordable housing uses.

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

Table 5 shows the Services Special Tax and Infrastructure Special Tax rates by tax category for FY 2025 26. These rates come from Table 3. Note that the special tax rates shown are not rounded.

Calendar Annual
Year MCI (3) Escalation (4)
2018 3.87% 3.10% 2.63% 3.87%
2019 3.31% 2.60% 1.17% 3.31%
2020 1.72% 1.70% 1.77% 1.77%
2021 3.21% 4.90% 10.82% 4.00%
2022 4.05% 8.38% 6.69% 4.00%
2023 3.48% 4.05% 1.92% 4.00%
2024 2.81% 2.76% 1.69% 2.81%
(1) https://data.bls.gov/timeseries/CUURS49BSA0&output_view=pct_12mths (2) https://data.bls.gov/timeseries/CWUR0490SA0&output_view=pct_12mths (3) https://www.americancityandcounty.com/municipal-cost-index/ (4) Services Special Tax Escalator is based on the highest inflator among the three options, but not to exceed 4%.

CPI - U San
Francisco (1)
CPI - W Pacific
Division (2)

AVILA RANCH CFD NO. 2017-1 (SERVICES)—FY 2025-26
Economic & Planning Systems, Inc. 10 Assignment of the Maximum Special Tax and Special Tax Levy Table 5 Proposed Annual Special Tax Levy - FY 2025-26
Assignment of Special Tax Priorities
The special tax levy is allocated only to developed parcels, which are parcels with an issued building permit for residential uses. Final map parcels or undeveloped parcels, as defined in the RMA, as not taxable under the CFD.

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

There is a total of 210 building permits issued as of July 1, 2025. All building permits were issued for single-family uses. There were 183 building permits issued for homes greater than or equal to 1,500 building square feet, and 27 building permits for homes fewer than 1,500 building square feet.

Proposed
FY 2025-26 Developed Special Tax
Land Use Special Tax Parcels Allocation Levy
[1] [2] [3] [1] [2]
Services Special Tax
Single Family Residential - ≥ 1,500 Sq. Ft. $3,472.62 183 100% $635,489.56 Single Family Residential - <1,500 Sq. Ft. $2,314.65 27 100% $62,495.58 Multifamily Residential - ≥ 1,500 Sq. Ft. $3,472.62 0 0% $0.00 Multifamily Residential - < 1,500 Sq. Ft. $2,314.65 0 0% $0.00 Affordable Multifamily Residential $1,157.33 0 0% $0.00 Total Services Special Tax 210 $697,985.13
Infrastructure Special Tax
Single Family Residential - ≥ 1,500 Sq. Ft. $344.61 183 100% $63,062.84 Single Family Residential - <1,500 Sq. Ft. $229.74 27 100% $6,202.90 Multifamily Residential - ≥ 1,500 Sq. Ft. $344.61 0 0% $0.00 Multifamily Residential - < 1,500 Sq. Ft. $229.74 0 0% $0.00 Affordable Multifamily Residential $114.87 0 0% $0.00
Total Infrastructure Special Tax 210 $69,265.75
Total Special Tax Levy $767,250.88
[1] From Table 3.
[2] Amounts are not rounded.
[3] From Table 1.

AVILA RANCH CFD NO. 2017-1 (SERVICES)—FY 2025-26
Economic & Planning Systems, Inc. 11 Assignment of the Maximum Special Tax and Special Tax Levy Allocation of the Special Tax for FY 2025 26
Table 5 shows the FY 2025-26 minimum and maximum annual special taxes and the proposed allocation of the special tax. By allocating 100 percent of the assigned special tax for all developed parcels, the results total special tax levies of $697,985 for Annual Services Costs and $69,266 for Infrastructure Costs.

Total special tax revenue available from developed parcels is $767,251.

The total recommended special tax levy for FY 2025 26 is $767,251.

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

Economic & Planning Systems, Inc. 12 Appendix A
Appendix A

Appendix A Page 1 of 5
Assessor's Land Use Proposed
Parcel Tax Developed Services Facilities Special Tax
Number Category Parcel Bldg. SF. Special Tax Special Tax Levy [1]
053-290-005 UND N $0.00 $0.00 $0.00
053-290-006 UND N $0.00 $0.00 $0.00
053-290-007 UND N $0.00 $0.00 $0.00
053-290-008 UND N $0.00 $0.00 $0.00
053-290-009 UND N $0.00 $0.00 $0.00
053-290-012 UND N $0.00 $0.00 $0.00
053-290-013 UND N $0.00 $0.00 $0.00
053-290-014 UND N $0.00 $0.00 $0.00
053-291-001 SFR Y 1811 $3,472.62 $344.61 $3,817.23
053-291-002 SFR Y 2273 $3,472.62 $344.61 $3,817.23
053-291-003 SFR Y 2066 $3,472.62 $344.61 $3,817.23
053-291-004 SFR Y 1900 $3,472.62 $344.61 $3,817.23
053-291-005 SFR Y 1811 $3,472.62 $344.61 $3,817.23
053-291-006 SFR Y 2066 $3,472.62 $344.61 $3,817.23
053-291-007 SFR Y 2273 $3,472.62 $344.61 $3,817.23
053-291-008 SFR Y 1900 $3,472.62 $344.61 $3,817.23
053-291-009 SFR Y 1811 $3,472.62 $344.61 $3,817.23
053-291-010 SFR Y 2273 $3,472.62 $344.61 $3,817.23
053-291-011 SFR Y 2066 $3,472.62 $344.61 $3,817.23
053-291-012 SFR Y 1900 $3,472.62 $344.61 $3,817.23
053-291-013 SFR Y 1811 $3,472.62 $344.61 $3,817.23
053-291-014 SFR Y 2273 $3,472.62 $344.61 $3,817.23
053-291-015 SFR Y 2066 $3,472.62 $344.61 $3,817.23
053-291-016 SFR Y 1900 $3,472.62 $344.61 $3,817.23
053-291-017 SFR Y 1811 $3,472.62 $344.61 $3,817.23
053-291-018 SFR Y 2273 $3,472.62 $344.61 $3,817.23
053-291-019 SFR Y 2066 $3,472.62 $344.61 $3,817.23
053-291-020 SFR Y 1900 $3,472.62 $344.61 $3,817.23
053-291-021 SFR Y 1900 $3,472.62 $344.61 $3,817.23
053-291-022 SFR Y 2066 $3,472.62 $344.61 $3,817.23
053-291-023 SFR Y 2273 $3,472.62 $344.61 $3,817.23
053-291-024 SFR Y 1811 $3,472.62 $344.61 $3,817.23
053-291-025 SFR Y 1900 $3,472.62 $344.61 $3,817.23
053-291-026 SFR Y 2273 $3,472.62 $344.61 $3,817.23
053-291-027 SFR Y 1708 $3,472.62 $344.61 $3,817.23
053-291-028 SFR Y 1811 $3,472.62 $344.61 $3,817.23
053-291-029 UND N $0.00 $0.00 $0.00
053-291-030 UND N $0.00 $0.00 $0.00
053-292-001 SFR Y 1169 $2,314.65 $229.74 $2,544.39
053-292-002 SFR Y 1169 $2,314.65 $229.74 $2,544.39
053-292-003 SFR Y 1169 $2,314.65 $229.74 $2,544.39
053-292-004 SFR Y 1169 $2,314.65 $229.74 $2,544.39
053-292-005 SFR Y 1609 $3,472.62 $344.61 $3,817.23
053-292-006 SFR Y 819 $2,314.65 $229.74 $2,544.39
053-292-007 SFR Y 1169 $2,314.65 $229.74 $2,544.39
053-292-008 SFR Y 1708 $3,472.62 $344.61 $3,817.23
053-292-009 SFR Y 1811 $3,472.62 $344.61 $3,817.23
Proposed Special Tax Levy for FY 2025-26
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Assessor's Land Use Proposed
Parcel Tax Developed Services Facilities Special Tax
Number Category Parcel Bldg. SF. Special Tax Special Tax Levy [1]
Proposed Special Tax Levy for FY 2025-26
053-292-010 SFR Y 2066 $3,472.62 $344.61 $3,817.23
053-292-011 SFR Y 2273 $3,472.62 $344.61 $3,817.23
053-292-012 SFR Y 2273 $3,472.62 $344.61 $3,817.23
053-292-013 SFR Y 2066 $3,472.62 $344.61 $3,817.23
053-292-014 SFR Y 1708 $3,472.62 $344.61 $3,817.23
053-292-015 SFR Y 1708 $3,472.62 $344.61 $3,817.23
053-292-016 SFR Y 819 $2,314.65 $229.74 $2,544.39
053-292-017 SFR Y 819 $2,314.65 $229.74 $2,544.39
053-292-018 SFR Y 1609 $3,472.62 $344.61 $3,817.23
053-292-019 SFR Y 1609 $3,472.62 $344.61 $3,817.23
053-292-020 SFR Y 1169 $2,314.65 $229.74 $2,544.39
053-292-021 SFR Y 819 $2,314.65 $229.74 $2,544.39
053-292-022 SFR Y 1708 $3,472.62 $344.61 $3,817.23
053-292-023 SFR Y 1811 $3,472.62 $344.61 $3,817.23
053-292-024 SFR Y 2066 $3,472.62 $344.61 $3,817.23
053-292-025 SFR Y 2273 $3,472.62 $344.61 $3,817.23
053-292-026 SFR Y 2273 $3,472.62 $344.61 $3,817.23
053-292-027 SFR Y 2006 $3,472.62 $344.61 $3,817.23
053-292-028 SFR Y 1900 $3,472.62 $344.61 $3,817.23
053-292-029 SFR Y 1708 $3,472.62 $344.61 $3,817.23
053-292-030 SFR Y 819 $2,314.65 $229.74 $2,544.39
053-292-031 SFR Y 1609 $3,472.62 $344.61 $3,817.23
053-292-032 SFR Y 1609 $3,472.62 $344.61 $3,817.23
053-292-033 SFR Y 1609 $3,472.62 $344.61 $3,817.23
053-292-034 SFR Y 819 $2,314.65 $229.74 $2,544.39
053-292-035 SFR Y 819 $2,314.65 $229.74 $2,544.39
053-292-036 SFR Y 1708 $3,472.62 $344.61 $3,817.23
053-292-037 SFR Y 1811 $3,472.62 $344.61 $3,817.23
053-292-038 SFR Y 2066 $3,472.62 $344.61 $3,817.23
053-292-039 SFR Y 2273 $3,472.62 $344.61 $3,817.23
053-292-040 SFR Y 2273 $3,472.62 $344.61 $3,817.23
053-292-041 SFR Y 2066 $3,472.62 $344.61 $3,817.23
053-292-042 SFR Y 1900 $3,472.62 $344.61 $3,817.23
053-292-043 SFR Y 1708 $3,472.62 $344.61 $3,817.23
053-292-044 SFR Y 819 $2,314.65 $229.74 $2,544.39
053-292-045 SFR Y 1609 $3,472.62 $344.61 $3,817.23
053-292-046 SFR Y 819 $2,314.65 $229.74 $2,544.39
053-292-047 SFR Y 1609 $3,472.62 $344.61 $3,817.23
053-292-048 SFR Y 1609 $3,472.62 $344.61 $3,817.23
053-292-049 SFR Y 1169 $2,314.65 $229.74 $2,544.39
053-292-050 SFR Y 1708 $3,472.62 $344.61 $3,817.23
053-292-051 SFR Y 1900 $3,472.62 $344.61 $3,817.23
053-292-052 SFR Y 2066 $3,472.62 $344.61 $3,817.23
053-292-053 SFR Y 2273 $3,472.62 $344.61 $3,817.23
053-292-054 SFR Y 2273 $3,472.62 $344.61 $3,817.23
053-292-055 SFR Y 2066 $3,472.62 $344.61 $3,817.23
053-292-056 SFR Y 1708 $3,472.62 $344.61 $3,817.23
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Assessor's Land Use Proposed
Parcel Tax Developed Services Facilities Special Tax
Number Category Parcel Bldg. SF. Special Tax Special Tax Levy [1]
Proposed Special Tax Levy for FY 2025-26
053-292-057 UND N $0.00 $0.00 $0.00
053-293-001 SFR Y 1551 $3,472.62 $344.61 $3,817.23
053-293-002 SFR Y 1609 $3,472.62 $344.61 $3,817.23
053-293-003 SFR Y 1609 $3,472.62 $344.61 $3,817.23
053-293-004 SFR Y 819 $2,314.65 $229.74 $2,544.39
053-293-005 SFR Y 1708 $3,472.62 $344.61 $3,817.23
053-293-006 SFR Y 1900 $3,472.62 $344.61 $3,817.23
053-293-007 SFR Y 2273 $3,472.62 $344.61 $3,817.23
053-293-008 SFR Y 2066 $3,472.62 $344.61 $3,817.23
053-293-009 SFR Y 1708 $3,472.62 $344.61 $3,817.23
053-293-010 SFR Y 1900 $3,472.62 $344.61 $3,817.23
053-293-011 SFR Y 2273 $3,472.62 $344.61 $3,817.23
053-293-012 SFR Y 2066 $3,472.62 $344.61 $3,817.23
053-293-013 SFR Y 1811 $3,472.62 $344.61 $3,817.23
053-293-014 SFR Y 1708 $3,472.62 $344.61 $3,817.23
053-293-015 SFR Y 1708 $3,472.62 $344.61 $3,817.23
053-293-016 SFR Y 1708 $3,472.62 $344.61 $3,817.23
053-293-017 SFR Y 1811 $3,472.62 $344.61 $3,817.23
053-293-018 SFR Y 1708 $3,472.62 $344.61 $3,817.23
053-293-019 SFR Y 1811 $3,472.62 $344.61 $3,817.23
053-293-020 SFR N 0 $0.00 $0.00 $0.00
053-293-021 SFR N 0 $0.00 $0.00 $0.00
053-293-022 SFR N 0 $0.00 $0.00 $0.00
053-293-023 SFR N 0 $0.00 $0.00 $0.00
053-293-024 SFR N 0 $0.00 $0.00 $0.00
053-293-025 SFR N 0 $0.00 $0.00 $0.00
053-293-026 SFR Y 1708 $3,472.62 $344.61 $3,817.23
053-293-027 SFR Y 1169 $2,314.65 $229.74 $2,544.39
053-293-028 SFR Y 1900 $3,472.62 $344.61 $3,817.23
053-293-029 SFR Y 1900 $3,472.62 $344.61 $3,817.23
053-293-030 SFR Y 1609 $3,472.62 $344.61 $3,817.23
053-293-031 SFR Y 819 $2,314.65 $229.74 $2,544.39
053-293-032 SFR Y 819 $2,314.65 $229.74 $2,544.39
053-293-033 SFR Y 1708 $3,472.62 $344.61 $3,817.23
053-293-034 SFR Y 1900 $3,472.62 $344.61 $3,817.23
053-293-035 SFR Y 2066 $3,472.62 $344.61 $3,817.23
053-293-036 SFR Y 2273 $3,472.62 $344.61 $3,817.23
053-293-037 SFR Y 2273 $3,472.62 $344.61 $3,817.23
053-293-038 SFR Y 2066 $3,472.62 $344.61 $3,817.23
053-293-039 SFR Y 1811 $3,472.62 $344.61 $3,817.23
053-293-040 SFR Y 1708 $3,472.62 $344.61 $3,817.23
053-293-041 SFR Y 1609 $3,472.62 $344.61 $3,817.23
053-293-042 SFR Y 1609 $3,472.62 $344.61 $3,817.23
053-293-043 SFR Y 1708 $3,472.62 $344.61 $3,817.23
053-293-044 SFR Y 2273 $3,472.62 $344.61 $3,817.23
053-293-045 SFR Y 2273 $3,472.62 $344.61 $3,817.23
053-293-046 SFR Y 1811 $3,472.62 $344.61 $3,817.23
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Assessor's Land Use Proposed
Parcel Tax Developed Services Facilities Special Tax
Number Category Parcel Bldg. SF. Special Tax Special Tax Levy [1]
Proposed Special Tax Levy for FY 2025-26
053-293-047 SFR Y 1900 $3,472.62 $344.61 $3,817.23
053-293-048 SFR Y 2066 $3,472.62 $344.61 $3,817.23
053-293-049 SFR Y 2273 $3,472.62 $344.61 $3,817.23
053-293-050 SFR Y 1811 $3,472.62 $344.61 $3,817.23
053-293-051 SFR Y 1708 $3,472.62 $344.61 $3,817.23
053-293-052 SFR Y 1169 $2,314.65 $229.74 $2,544.39
053-293-053 SFR Y 819 $2,314.65 $229.74 $2,544.39
053-293-054 UND N $0.00 $0.00 $0.00
053-294-001 SFR Y 1900 $3,472.62 $344.61 $3,817.23
053-294-002 SFR Y 2066 $3,472.62 $344.61 $3,817.23
053-294-003 SFR Y 2273 $3,472.62 $344.61 $3,817.23
053-294-004 SFR Y 1708 $3,472.62 $344.61 $3,817.23
053-294-005 SFR Y 2273 $3,472.62 $344.61 $3,817.23
053-294-006 SFR Y 1811 $3,472.62 $344.61 $3,817.23
053-294-007 SFR Y 1609 $3,472.62 $344.61 $3,817.23
053-294-008 SFR Y 1811 $3,472.62 $344.61 $3,817.23
053-294-009 SFR Y 2273 $3,472.62 $344.61 $3,817.23
053-294-010 SFR Y 2066 $3,472.62 $344.61 $3,817.23
053-294-011 SFR Y 1900 $3,472.62 $344.61 $3,817.23
053-294-012 SFR Y 1811 $3,472.62 $344.61 $3,817.23
053-294-013 SFR Y 2066 $3,472.62 $344.61 $3,817.23
053-294-014 SFR Y 2273 $3,472.62 $344.61 $3,817.23
053-294-015 SFR Y 1900 $3,472.62 $344.61 $3,817.23
053-294-016 SFR N 0 $0.00 $0.00 $0.00
053-294-017 SFR N 0 $0.00 $0.00 $0.00
053-294-018 SFR Y 1900 $3,472.62 $344.61 $3,817.23
053-294-019 SFR Y 1811 $3,472.62 $344.61 $3,817.23
053-294-020 SFR Y 1900 $3,472.62 $344.61 $3,817.23
053-294-021 SFR Y 2273 $3,472.62 $344.61 $3,817.23
053-294-022 SFR N 0 $0.00 $0.00 $0.00
053-294-023 SFR N 0 $0.00 $0.00 $0.00
053-294-024 SFR Y 1811 $3,472.62 $344.61 $3,817.23
053-294-025 SFR Y 1708 $3,472.62 $344.61 $3,817.23
053-294-026 SFR Y 1900 $3,472.62 $344.61 $3,817.23
053-294-027 SFR Y 1811 $3,472.62 $344.61 $3,817.23
053-294-028 SFR Y 1900 $3,472.62 $344.61 $3,817.23
053-294-029 SFR Y 1811 $3,472.62 $344.61 $3,817.23
053-294-030 SFR Y 1811 $3,472.62 $344.61 $3,817.23
053-294-031 SFR Y 1708 $3,472.62 $344.61 $3,817.23
053-294-032 SFR N 0 $0.00 $0.00 $0.00
053-294-033 SFR N 0 $0.00 $0.00 $0.00
053-294-034 SFR N 0 $0.00 $0.00 $0.00
053-294-035 SFR N 0 $0.00 $0.00 $0.00
053-294-036 SFR N 0 $0.00 $0.00 $0.00
053-294-037 SFR N 0 $0.00 $0.00 $0.00
053-294-038 SFR N 0 $0.00 $0.00 $0.00
053-294-039 SFR N 0 $0.00 $0.00 $0.00
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Assessor's Land Use Proposed
Parcel Tax Developed Services Facilities Special Tax
Number Category Parcel Bldg. SF. Special Tax Special Tax Levy [1]
Proposed Special Tax Levy for FY 2025-26
053-294-040 SFR N 0 $0.00 $0.00 $0.00
053-294-041 SFR N 0 $0.00 $0.00 $0.00
053-294-042 SFR N 0 $0.00 $0.00 $0.00
053-294-043 UND N 0 $0.00 $0.00 $0.00
053-259-008 UND N 0 $174,786.42 $17,345.15 $192,131.57
Totals $697,985.13 $69,265.75 $767,250.88
[1] SFR = Single Family Residential; MFR = Multifamily Residential; MFR-AF = Multifamily Affordable.

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Item 6e
Department: Administration
Cost Center: 5301
For Agenda of: 8/19/2025
Placement: Consent
Estimated Time: N/A
FROM: Greg Hermann, Deputy City Manager
Prepared By: Robert Hill, Sustainability and Natural Resources Official Freddy Otte, City Biologist
SUBJECT: CITY-COUNTY ZONE 9 FLOOD CONTROL DISTRICT

REIMBURSEMENT AGREEMENT UPDATE

RECOMMENDATION
Approve an amendment to the existing Memorandum of Understanding (MOU) between the City of San Luis Obispo and the County of San Luis Obispo, as administrator of the Zone 9 Flood Control and Water Conservation District (“Zone 9”), in order to provide funding support (reimbursement) for activities to assist in the update of the Waterway Management Plan, Volume 1 (Attachment A).

POLICY CONTEXT
Staff’s recommendation is in support of the following policy objectives:

1. Climate Adaptation and Safety Element
Policy FL-3.1: Climate-Informed Flood Management - The City shall incorporate the climate-informed flood risk modelling in flood management plans, programs, and procedures.

Policy FL-3.2: Flood Protection for New Development - The City shall ensure that all new development adheres to all provisions in Chapter 17.78 “Flood Damage Prevention” in the City’s Municipal Code, consider climate models, and update the provisions accordingly to remain consistent with any future federal, state, and local regulatory requirements.

Policy FL-3.3: Flood Protection for Existing Development - The City shall continue identification and mapping of areas that are at increased flood risk from large storm events using the climate informed flood risk modeling that was developed as part of the City’s climate change vulnerability assessment.

Item 6e
Policy FL-3.5: A Resilient Flood Management System - The City shall explore opportunities to add redundancy to the city’s existing stormwater and flood management systems to mitigate impacts from increased storm intensities, as needed. To provide co-benefits to the SLO community, design flood management system redundancies to serve multiple purposes that add value to the community (e.g., detention basins that serve as parks or recreation areas). Resilient flood management projects should be prioritized in locations of the city that are the most vulnerable.

Policy FL-3.6: Regional Coordination of Flood Control - The City shall continue to coordinate with regional partners (e.g., San Luis Obispo County, Cal Poly San Luis Obispo, Caltrans, LOSSAN Rail Corridor Agency) on flood preparedness and flood management initiatives.

2. 2025-27 Financial Plan, Major City Goal for Open Space, Climate Action, and Resilience.

Work Program 2e: Complete the Waterway Management Plan, Volume 1 update.

DISCUSSION
Background
The San Luis Obispo County Zone 9 Flood Control and Water Conservation District was formed in 1973 in response to historic flooding events. It encompasses the entire San Luis Obispo Creek watershed and its tributaries, including within the City of San Luis Obispo. Zone 9 collects an ad valorem parcel tax and revenue is used to conduct flood control projects, as well as watershed management and enhancement projects. The County of San Luis Obispo is the administrator for Zone 9 and enjoys active participation from the appointed Advisory Committee (Committee) and regular collaboration with the City. Vice Mayor Michelle Shoresman is the City’s current representative on the Committee.

The City has an existing vegetation management and stream maintenance program where City staff time is paired with funding through Zone 9 to conduct regular assessments of flood risks, identify priority locations on a seasonal basis, and implement projects as needed. Recent flooding events that have occurred in the City and County have highlighted the need to take a watershed-based approach to flood control. Because the City has a pre-existing program, staffing, resource agency permitting knowledge, and prioritizes regional resiliency, it is desirable for the County and City to continue to collaborate and partner through the proposed amendment to the existing MOU.

The Waterway Management Plan for the San Luis Obispo Creek Watershed was certified in 2004 and Volume 1 identifies creek channel conditions and issues in the watershed.

With changed conditions in the creek and community, an update of baseline conditions in the watershed is needed. The Committee has made $200,000 available for this update and City staff will collaborate with County Zone 9 staff to determine the specific sections to be updated as well as the preferred approach to procurement of contract services to complete the update. The amendment to the MOU simply allows for any work completed by the City to be reimbursed.

Item 6e
The Committee will receive updates on the Waterway Management Plan and have opportunities to provide input at their regularly scheduled meetings. Future funding requests, if needed, for additional Waterway Management Plan updates will be submitted to the Committee, through the annual work plan process.

Previous Council or Advisory Body Action
The last Memorandum of Understanding (Reimbursement Agreement) was approved by the City Council on September 28, 2021. The updated Reimbursement Agreement was presented to the Zone 9 Committee and recommended for approval on September 11, 2024.

Public Engagement
The Zone 9 Flood Control Committee meetings are open to the public and the meeting agendas and minutes are available on the County of San Luis Obispo’s website. Once the update of Volume 1 is complete, staff will follow the Public Engagement and Noticing Manual to inform the community of any changes.

CONCURRENCE
The Public Works Department concurs with the recommendations in this report.

ENVIRONMENTAL REVIEW
The California Environmental Quality Act (CEQA) does not apply to the recommended action or to the development of a plan as these actions do not constitute a “project” under CEQA guidelines sec. 15378. However, if recommended actions in the update of subsequent sections of the Waterway Management Plan are updated and approved, that require environmental review, they will be presented for Council’s future consideration, together with the Waterway management Plan sections, when they are completed.

FISCAL IMPACT
Budgeted: No Budget Year: 2025-26
Funding Identified: Yes
Fiscal Analysis:

Funding
Sources
Total Budget
Available
Current
Funding
Request
Remaining
Balance
Annual
Ongoing
Cost
General Fund $ $ $ $
State
Federal
Fees
Other: Zone 9 $393,000
Total $393,000 N/A N/A N/A

Item 6e
The Zone 9 Committee’s current FY 2025-26 budget allocated to the City is $393,000 for general creek maintenance in identified priority areas. This MOU amendment provides for reimbursement to the City for an additional $200,000 of expenses related to the Waterway Management Plan update. If approved, the City’s total Zone 9 reimbursement budget will be $593,000 with up to $200,000 for the Waterway Management Plan.

ALTERNATIVES

1. Council could request additional information or request changes to the Reimbursement Agreement with the County. If additional information or changes are requested, additional conversations would be held with the County to come to agreement.

2. Council could decide not to approve the update to the Reimbursement Agreement with the County. This would require the County to take on all the update work and could over-burden County staff and potentially delay the process to advance the update of the Waterway Management Plan.

ATTACHMENTS
A - City-County Zone 9 Flood Control District Reimbursement Agreement

AMENDMENT NO. 1 TO REIMBURSEMENT AGREEMENT BETWEEN THE SAN LUIS OBISPO

COUNTY FLOOD CONTROL AND WATER CONSERVATION DISTRICT AND THE CITY OF SAN LUIS

OBISPO FOR WATERSHED MAINTENANCE AND EDUCATION PROGRAM
This Amendment No. 1 to Reimbursement Agreement (“Amendment No. 1”) is entered into by and between the San Luis Obispo County Flood Control and Water Conservation District (“District”), acting on behalf of District Flood Control Zone 9 (“Zone 9”), and the City of San Luis Obispo (“City”) (each a “Party” and collectively, “Parties”).

WHEREAS, on or about September 28, 2021, the Parties entered into a Reimbursement Agreement (“Agreement”) that provides the terms and conditions under which they will coordinate on San Luis Obispo Creek watershed maintenance and education activities, attached hereto as Exhibit A and incorporated herein by this reference; and WHEREAS, Section A.1 of the Agreement contains a list of activities for which the City shall be eligible for reimbursement from the District; and
WHEREAS, the Parties desire to amend the Reimbursement Agreement to reflect that the 2004 Waterway Management Plan and its associated technical studies may require maintenance and updating as appropriate to address evolving physical, regulatory, and financial conditions and to expand the list of activities eligible for reimbursement under the Reimbursement Agreement to include tasks related thereto.

NOW, THEREFORE, in consideration of the mutual covenants, conditions, promises and agreements herein set forth, the District and City mutually covenant and agree as follows:

Paragraph 1: Section A.1 of the Reimbursement Agreement shall hereinafter read as follows:

1. Type of Activities Eligible for Reimbursement.

Only those activities within Zone 9 identified below are eligible for reimbursement:

Removal of debris, sediment and vegetation which adversely affect the capacity of waterways or which might be more difficult or costly to remove if moved by flood flows to different locations where they could cause damage to the Creek or flooding to adjacent improved property.

Removal and proper disposal of detrimental exotic plants from throughout the Watershed and any re-vegetation project to minimize damage from flood flows or for restoration after removal of exotic plants.

Stabilization of Creek banks to prevent erosion causing sedimentation or property damage.

Development and construction of projects identified in the Waterway Management Plan adopted by the City on October 21, 2003 and District by Resolution 2004-51 on February 10, 2004.

Annual notice to property owners along the Creek, and wet weather flood prevention information distributed to the general public, including flyers, public service announcements, events and web sites.

Tasks related to updating and maintaining the Water Management Plan originally adopted by the City on October 21, 2003 and District by Resolution 2004-51 on February 10, 2004.

Paragraph 2: Except as expressly modified by this Amendment No. 1, all terms and provisions of the Reimbursement Agreement shall remain in full force and effect.

Paragraph 3: This Amendment No. 1 shall be effective as of the date is has been signed by both Parties.

Paragraph 4: This Amendment No. 1 may be executed by the Parties in separate counterparts, each of which when so executed and delivered shall be an original. All such counterparts shall together constitute but one and the same instrument.

IN WITNESS WHEREOF, the Parties have executed this Agreement on the dates set forth below:

SAN LUIS OBISPO COUNTY FLOOD CONTROL

AND WATER CONSERVATION DISTRICT
By: ______________________________Date: __________________________ Chairperson of the Board
San Luis Obispo County Flood Control and
Water Conservation District
State of California
ATTEST:

By: ______________________________Date: __________________________ Ex-Officio Clerk of the
Board of Supervisors, County of San Luis Obispo,
State of California

APPROVED AS TO FORM AND LEGAL EFFECT:

RITA L. NEAL
County Counsel
By: ______________________________Date: February 7, 2025 Deputy County Counsel

CITY OF SAN LUIS OBISPO
By: ______________________________Date: __________________________ Whitney McDonald
City Manager
APPROVED AS TO FORM AND LEGAL EFFECT:

J. Christine Dietrick
City Attorney
By: ______________________________Date: __________________________

EXHIBIT A

REIMBURSEMENT AGREEMENT

Item 6f
Department: Utilities
Cost Center: 601-6004
For Agenda of: 8/19/2025
Placement: Consent
Estimated Time: NA
FROM: Aaron Floyd, Utilities Director
Prepared By: Kellie Fortner, Recycled Water Specialist / Nick Teague, Water Resources Program Manager
SUBJECT: AUTHORIZE THE RENEWAL OF 10-YEAR CROSS-CONNECTION

INSPECTION SERVICES CONTRACT BETWEEN THE CITY AND COUNTY OF SAN

LUIS OBISPO

RECOMMENDATION
Authorize the renewal of the 10-year Cross-Connection Services agreement between the County of San Luis Obispo and the City of San Luis Obispo.

POLICY CONTEXT
In 1973, the U.S. Environmental Protection Agency published the first comprehensive Cross-Connection Control Manual to provide public water systems with guidance for safeguarding drinking water from contamination caused by cross-connections and backflow events.

In 1984, California adopted regulatory standards for backflow prevention and crossconnection control through Title 17 of the California Code of Regulations. These regulations require public water systems to protect potable water supplies from contamination, identify and mitigate cross-connection hazards, and implement and maintain a cross-connection control program.

In 2024, the California State Water Resources Control Board adopted the CrossConnection Control Policy Handbook that expands Cross-Connection Control program requirements to standardized compliance timelines, technical specifications, and the formal development of a Cross-Connection Control Plan for each public water system.

The State Water Board adopted a revised version of the Handbook on June 17, 2025, which extended some deadlines and changed some language to align with other preexisting regulations.

Item 6f

DISCUSSION
Background
A cross-connection is any point in a plumbing or water system where the potable water supply could potentially mix with contaminated water or other substances. Common examples of potential cross-connections include garden hoses submerged in pools or buckets, irrigation systems without proper safeguards, or commercial equipment connected to both potable and non-potable water lines. If not properly managed, crossconnections can lead to the introduction of harmful substances like fertilizers, bacteria, or industrial chemicals into the public water supply.

Backflows, a specific type of cross-connection, are incidents when water flows in the wrong direction, which can draw pollutants or contaminants back into the public water supply. These can occur if pressure changes in the public water system due to events such as a water main break or firefighting activity.

To reduce the likelihood of cross-connection and backflow incidents, backflow prevention assemblies are required on service connections with the highest degree of risk, including all non-residential service connections within the City. In accordance with the CrossConnection Control Policy Handbook1 , backflow assemblies are required to be tested
upon installation and annually thereafter to ensure proper functionality.

The City of San Luis Obispo’s potable water system is a public water system regulated under the California Safe Drinking Water Act and must comply with the Cross-Connection Control Policy Handbook, previously governed by the California Code of Regulations, Title 17, Chapter 5 – Cross-Connection Control and Backflow Prevention. These regulations mandate that all public water systems establish and maintain an effective Cross-Connection Control (CCC) Program to protect the potable water supply from contamination caused by cross-connections and backflow incidents.

To meet these requirements, the City has a service agreement with the County of San Luis Obispo that delegates the authority and responsibility for implementing and managing the CCC Program on behalf of the City. The County’s responsibilities include conducting on-site inspections to identify actual or potential cross-connections, performing hazard assessments, managing the initial and annual testing of backflow prevention assemblies, maintaining program records, and taking enforcement actions when necessary.

1 Cross-Connection Control Policy Handbook:
https://www.waterboards.ca.gov/drinking_water/certlic/drinkingwater/docs/2025/crossconnection-control-policy-handbook.pdf

Item 6f
The County provides cross-connection services for multiple local water suppliers and offers a cost-effective regional approach to cross-connection control to meet these regulatory requirements. The City currently has nearly 2,000 backflow assembly devices that require annual testing and certification. The County maintains certified staff to conduct inspections, manage backflow assembly testing compliance, and maintain comprehensive testing records to ensure the protection of public health within the City of San Luis Obispo.

The 2025-2035 contract reflects the regulatory changes from Title 17 to the CrossConnection Control Policy Handbook and the associated funding requirements.

Previous Council or Advisory Body Action
In 2011, Council adopted the first formal contract between the County of San Luis Obispo and the City for cross-connection inspection services; however, the City has utilized the County for Cross-Connection Control services since 1978.

In 2016, the contract was renewed for an additional 10 years, with an expiration date of June 30, 2025.

Public Engagement
The Utilities Department has complied with requirements to complete a Cross Control Connection Plan and submit the Plan to the State Division of Drinking Water by July 1, 2025. This Plan outlines how the City will communicate with and provide educational material to the public regarding the dangers of cross-connections. This Plan will be publicly available through the City’s website once reviewed and approved by the State Division of Drinking Water.

CONCURRENCE
The County Environmental Health Division and the County of San Luis Obispo Board of Supervisors concur with the contract, adopting Resolution No. 2025-145 on July 8, 2025.

The City Attorney’s office has reviewed the contract and approves as to form.

ENVIRONMENTAL REVIEW
The Contract for Cross-Connection Inspection Services is not a "project" under the California Environmental Quality Act (CEQA), because the action is limited to an administrative contract renewal and does not commit the City to any actions that would have the potential to result in a direct or indirect physical change on the environment, as defined by State CEQA Guidelines Section 15378. Furthermore, any enforcement actions implemented by the County would be categorically exempt and would have a beneficial effect on the environment by bringing existing infrastructure into compliance with water and public health regulations, consistent with State CEQA Guidelines Section 15308 (Actions by Regulatory Agencies for Protection of the Environment).

Item 6f

FISCAL IMPACT
Budgeted: Yes Budget Year: 2025-27
Funding Identified: Yes
Fiscal Analysis:

The City’s Water Fund has allocated $50,000 in each year of the 2025-27 Financial Plan to cover contracted service delivery associated with the state-mandated cross-connection control program. This funding supports the required inspection, backflow prevention oversight, and enforcement activities proposed to be provided by the County. Renewal of the agreement will allow the Utilities Department to continue utilizing these services with no change to the Council-approved 2025-27 Financial Plan. Contract costs are based on a published hourly-rate of $149 in FY 2025-26 for County staff per the County of San Luis Obispo Environmental Health Services Division Fee Schedule published on July 1, 2025. Overall costs generally do not exceed $50,000/year for these contracted services.

Because the services identified in this contract are required to protect public health, City staff do not recommend placing a cap on the amount of funding identified within the contract. City staff would be required to request additional funding from the City Council or find existing funds within the budget if annual costs exceed $50,000.

Funding Sources
Total Budget Available
(FY 26 and 27)
Current Funding Request
(FY 26)
Water Fund $100,000* NA
Total $100,000 NA
*$50,000/year for both FY 2025-26 and FY 2026-27.

ALTERNATIVES

1. Council could decide not to authorize the renewal of the contract for the City’s Cross-Connection Control Program. Not authorizing the execution of this contract would require that the City conduct all backflow and cross-connection control-related services. The City does not currently have sufficient staffing resources trained and dedicated to this work. This would require that the Utilities Department hire an additional staff member to support this work, provide equipment, and an additional vehicle, which would exceed the costs that are expected to be incurred by the City through this contract. This would also leave a gap in regulatory compliance while the recruitment was conducted and as new staff came up to speed on program requirements.

2. Council could direct staff to proceed with the contract for a shorter period until City staff were able to be recruited and trained to perform the work listed above in-house. This would require that the Utilities Department hire an additional staff member to support this work, provide equipment, and an additional vehicle, which would exceed the costs that are expected to be incurred by the City through this contract.

ATTACHMENTS
A - County of San Luis Obispo Cross-Connection Control Contract

AGREEMENT FOR CROSS-CONNECTION INSPECTION

SERVICES
This Agreement for Cross-Connection Inspection Services ("Agreement") is made and entered into by and between the County of San Luis Obispo, a public entity in the State of California, ("County") and City of San Luis Obispo, a California incorporated city("Contractor"), (collectively, "Parties").

WITNESSETH:

WHEREAS, Contractor, within itsjurisdictional boundaries or area of responsibility, is in need of special services; to wit, cross-connection inspection services; and
WHEREAS, County has qualified staff who are trained, experienced, expert and competent to provide cross-connection inspection services for the appropriate fees and pursuant to the terms and conditions hereinafter set forth.

NOW THEREFORE, in consideration of the covenants, conditions, agreements and stipulations set forth herein, the Parties hereby mutually agree as follows:

1. Services. The Parties agree to perform the services described in Exhibit A, attached hereto and incorporated herein by this reference.

2. Compensation. The Parties agree to the compensation described in Exhibit B, attached hereto and incorporated herein by this reference.

3. Duration. The Parties agree to the duration described in Exhibit C, attached hereto and incorporated herein by this reference.

4. General Conditions. The Parties agree to the general conditions described in Exhibit D, attached hereto and incorporated herein by this reference.

5. Special Conditions. The Parties agree to the special conditions described in Exhibit E (if any), attached hereto and incorporated herein by this reference. To the extent that there are conflicts between the general conditions in Exhibit D and the special conditions in Exhibit E, the terms and conditions of the special conditions in Exhibit E shall be controlling.

6. Notices. Notices required under this Agreement shall be provided to:

COUNTY OF SAN LUIS OBISPO
Matthew A. Giuffrida
Cross-Connection Control Specialist
2156 Sierra Way, San Luis Obispo, CA 93406
City of San Luis Obispo
Aaron Floyd, Utilities Director
879 Morro St.

San Luis Obispo, CA 93406
IN WITNESS WHEREOF, the Parties have executed this Agreement as of the date set for the below.

CONTRACTOR
By:____________________________________ ___________________________ Whitney McDonald, City Manager Date
COUNTY OF SAN LUIS OBISPO:

By:____________________________________ ___________________________ Nicholas Drews, Health Agency Director Date
APPROVED AS TO FORM AND LEGAL EFFECT:

Jon Ansolabehere
County Counsel
By:____________________________________ __________________________ Deputy County Counsel Date

AGREEMENT FOR CROSS-CONNECTION INSPECTION SERVICES

EXHIBIT A

SCOPE OF SERVICES

1. Contractor Obligations. The Contractor shall perform the following duties:

A. Contractor will prepare, adopt, and furnish all appropriate ordinances, resolutions or policies.

2. County Obligations. The County, acting through the Public Health Department, Environmental Health Division, shall perform the following duties within the Contractor's areas of responsibility:

A. County will conduct a survey by performing a thorough inspection of all water uses for cross-connections. County will prioritize surveys of special hazard facilities. If corrections are necessary or if other need arises, County will conduct additional surveys as needed to confirm compliance, follow-up on corrections or identify newly created cross-connections.

B. County will prepare and maintain written survey reports, water user notices, correction notices and follow-up reports.
1) Water User Notices.
a. County will provide a written survey report to a water user listing cross- connections found on the user's premises. County will notify the water user of corrective action required, if any, and the required compliance date.
b. County will follow up with the water user to confirm that corrective action was performed in a timely manner and compliance has been achieved or if non-compliance continues. County will inform the water user of further corrective action and required compliance dates as needed. County will re-inspect as needed until compliance is accomplished.
2) Contractor Notices. County will provide a copy of the survey report and letter to the water user to the Contractor. County will provide a copy of the follow-up letters(s) to the user confirming compliance or notifying the water user of further corrective action and compliance dates.

C. County will perform the following enforcement measures. 1) To the extent the County would normally prosecute San Luis Obispo County Code violations, County may prosecute violations of any applicable County ordinances related to cross-connections. 2) County will also cite any State laws, non-County ordinances, Contractor resolutions or policies in a correction letter to a water user. 3) Contractor may pursue enforcement as appropriate. In the event of litigation in any tribunal with the power to issue subpoenas, and provided a subpoena is issued for a County employee with the appropriate fees tendered as per Government Code, section 68096.1, County employees, if still in County service, shall appear and testify as a witness regarding crossconnections. County employees may be interviewed or deposed to prepare for litigation.

D. Backflow Prevention Devices.
1) County will determine the necessity of backflow prevention devices at the water service connection for the protection of the water main where internal protection does not solve the total cross-connection problem. 2) County will maintain a list of known backflow devices and the known location of the devices in service in the Contractor's service area. Such list shall be retained by County in accordance with Exhibit E.
3) County will provide a diagram for the proper installation of approved backflow prevention devices. If a manufacturer's installation instructions, diagrams or both are available, providing the manufacturer's material shall satisfy this obligation.

E. County will perform plan checks of water usage when requested by the water purveyor/district when necessary to supplement Building Department plan reviews.

F. Testing. Testing of backflow devices is required as per the Cross-Connection Control Policy Handbook issued by the State Water Resources Control Board, as hereafter amended. At present, testing isrequired annually. 1) County will notify the water user when testing is due and how to report results. 2) County will supply a list of qualified backflow prevention device testers. 3) County will follow up on delinquent reporting of test results.

4) County will update records when testing reports are received. 5) County will evaluate testing results for inadequacies.

G. Technical Consultations. County will provide technical consultation in conjunction with Contractor. At present, the County normally coordinates crossconnection control program elements with other water purveyors, districts, and users. To the extent this service continues in the future, County will continue to coordinate cross-connections with other jurisdictions or responsible purveyors or water users and will share information that is not restricted due to confidentiality.

Contractor will also provide reciprocal technical consultants and nonconfidential information to County.

AGREEMENT FOR CROSS-CONNECTION INSPECTION SERVICES

EXHIBIT B

COMPENSATION

1. Time and Costs. This is a time and costs Agreement. The cross-connection inspection services shall be charged hourly. Additional costs shall include, but not be limited to, reasonable "out-of-pocket" expenses necessarily incurred by County in performing its obligations under this Agreement.

A. Hourly Rate-. The hourly rate shall include compensation for the County's inspector staff, departmental overhead, and clerical support and office supplies.

The hourly rate for FY 2025-26 is $149 per hour. The San Luis Obispo County fee schedule is located at the following link:
https://www.slocounty.ca.gov/departments/health-agency/publichealth/environmental-health-services/forms-documents/fees 1) The San Luis Obispo County Board of Supervisors establishes, amends and modifies the hourly rates at least annually and at other times as necessary. The rate establishment and amendments are "events of independent significance" and are subject to public review and are part of the public record. These rates are specific, identifiable and enforceable.
2) There is a public notice of the Board's proposed action and action to amend the rates through the process of the Board's regularly scheduled meetings. Therefore, the rates will change by the public, unilateral action of the Board of Supervisors without further agreement or action by Contractor.
3) The duly adopted current rates and subsequent amendments to the rates shall be binding in this Agreement without additional written amendments to this Agreement. Upon the effective date of the rate change, all services provided on or after that date shall be charged at the new rates.

B. Administrative Costs. Administrative costs shall be itemized. Administrative costs are charges to water purveyors based on the quantity of their service connections, which compensates the County of San Luis Obispo fortime that benefitsthe Cross Connection Program but cannot be attributed to an individual water purveyor.

Activities in this category include, but are not limited to, review and approval of certified testers, disciplinary actions against testers (as required), communication with State offices regarding relevant regulations, review and quality control of data in the online portal, communication with testers regarding regulations and policies, and coordination with other EHS teams to improve the CrossConnection Control Program, such as GIS and website administrators.

2. Billing. County shall submit an itemized statement to Contractor on or before the 15th day of every other month for all services rendered during the previous two calendar months. Contractor shall remit to the County of San Luis Obispo all uncontested amounts listed on the itemized statement not later than thirty (30) days after it is received by the Contractor.

AGREEMENT FOR CROSS-CONNECTION INSPECTION SERVICES

EXHIBIT C

DURATION

1. Effective Date. The effective date of this Agreement shall be July 1, 2025.

2. Service Date. Services shall commence on or after the Effective Date and shall end upon the Duration Date.

3. Duration Date. This Agreement shall terminate on June 30, 2035. This Agreement may be terminated prior to the Duration Date in accordance with the termination provisions in Exhibit D of this Agreement.

4. Termination. The San Luis Obispo County Board of Supervisors specifically delegates to the Director of the San Luis Obispo County Health Agency the authority to terminate this Agreement in accordance with the provisions in Exhibit D without further need for action, approval or ratification by the Board of Supervisors.

The City of San Luis Obispo specifically delegates to the City Manager the authority to terminate this Agreement in accordance with the provisions in Exhibit D without further need for action, approval or ratification by the City Council.

AGREEMENT FOR CROSS-CONNECTION INSPECTION SERVICES

EXHIBIT D

GENERAL CONDITIONS

1. Termination for Convenience. Either Party may terminate this Agreement at any time by giving the other Party thirty (30) days written notice of termination. Termination for convenience shall have no effect upon the rights and obligations of the Parties arising out of any services provided prior to the effective date of such termination. County shall be paid for all work satisfactorily completed prior to the effective date of termination.

2. Termination for Cause. If any of the following occur, either Party shall have the right to terminate this Agreement effective immediately upon giving written notice to the other Party. Rights or obligations of either Party for services satisfactorily performed prior to the termination shall not be affected.

A. Either Party fails to perform its duties in a timely and professional manner.

B. Funds intended for use for compensation in this Agreement become unavailable for use for the purposes of this Agreement.

3. Status of the Parties' Officers/ Employees/ Agents. Neither Party's officers, employees, agents, partners, other contractors or subcontractorsshall be deemed to be employees of the other Party at any time. Nothing in this Agreement shall be construed as creating a civil service employer-employee relationship or a joint venture relationship. No officer, employee, agent, partner, other contractor or subcontractor of the other Party shall be eligible for membership in or any benefits from any County group plan for hospital, surgical, or medical insurance, or for membership in any County group plan for hospital, surgical, or medical insurance, or for membership in any County retirement program, paid vacation, paid sick leave, other leave, with or without pay, collective bargaining rights, grievance procedures, appeals to the Civil Service Commission or any other benefits which inures to or accrues to a County civil service employee. County employees shall not have those rights in Contractor's benefits and programs. The only performance and rights due to the other Party are those specifically stated in this Agreement.

4. Warranty of Professional Service. Each Party warrants that professional staff is necessary to perform this Agreement and that staff members will at all times be properly trained, certified and licensed under the laws and regulations of the State of California to provide the special services herein described. If for any reason staff members are required to provide professional services and all reasonably available staff are not qualified, this Agreement is automatically canceled effective the same date.

5. Mutual Indemnification. To the fullest extent permitted by law (including, but not limited to California Civil Code Sections 2782 and 2782.8), County shall indemnify, defend, and hold harmless the Contractor, and its elected officials, officers, employees, volunteers, and agents (“Contractor Indemnitees”), from and against any and all causes of action, claims, liabilities, obligations, judgments, or damages, including reasonable legal counsels’ fees and costs of litigation (“claims”), arising out of the County’s performance or County’s failure to perform its obligations under this Agreement or out of the operations conducted by County. In the event the Contractor Indemnitees are made a party to any action, lawsuit, or other adversarial proceeding arising from County’s performance of this Agreement, the County shall provide a defense to the Contractor Indemnitees or at the Contractor’s option, reimburse the Contractor Indemnitees their costs of defense, including reasonable legal fees, incurred in defense of such claims.

To the fullest extent permitted by law (including, but not limited to California Civil Code Sections 2782 and 2782.8), Contractor shall indemnify, defend, and hold harmless the County, and its elected officials, officers, employees, volunteers, and agents (“County Indemnitees”), from and against any and all causes of action, claims, liabilities, obligations, judgments, or damages, including reasonable legal counsels’ fees and costs of litigation (“claims”), arising out of the Contractor’s performance or Contractor’s failure to perform its obligations under this Agreement or out of the operations conducted by Contractor. In the event the County Indemnitees are made a party to any action, lawsuit, or other adversarial proceeding arising from Contractor’s performance of this Agreement, the Contractor shall provide a defense to the County Indemnitees or at the County’s option, reimburse the County Indemnitees their costs of defense, including reasonable legal fees, incurred in defense of such claims.

6. Authority. Any individual executing this Agreement on behalf of Contractor represents and warrants that he or she is duly authorized to execute and deliver this Agreement on behalf of the Contractor, and that this Agreement is binding upon Contractor in accordance with its terms.

7. No Assignment of Agreement. Neither Party may delegate its rights or obligations under this Agreement and shall not assign or otherwise transfer its rights or obligations or any interest herein without the express prior written consent of the other Party. Any attempted assignment, transfer, delegation, hypothecation or subletting without the other Party's prior written consent shall be null and void.

8. Applicable Law and Venue. This Agreement has been executed and delivered in the State of California and covers services to be performed in California. The Parties agree that issues of validity, interpretation and enforcement shall be governed and determined by the laws of the State of California. All of the Parties' rights and obligations created hereunder shall be performed in the County of San Luis Obispo, State of California and such County shall be the venue for any action or proceeding arising out of this Agreement.

9. Severability. The invalidity of any provision of this Agreement shall not affect the validity or enforcement of any other provision of this Agreement.

10.Entire Agreement and Modifications. This Agreement supersedes all previous Agreements on the same subject and constitutes the entire understanding of the Parties hereto. No changes, amendments or alterations shall be effective or binding unless in writing and signed in advance of the effective date by both Parties.

AGREEMENT FOR CROSS-CONNECTION INSPECTION SERVICES

EXHIBIT E

SPECIAL CONDITIONS
The records required by this Agreement shall be retained for a minimum period of:

A. Three (3) years in accordance with Cross-Connection Control Policy Handbook issued by the State Water Resources Control Board, and as hereafter amended.

B. Allsurveys noticed and all correspondence with a water user, County or Contractor shall be maintained for a minimum of five (5) years after compliance has been certified by the County or the longest statutory period cited above, whichever is longer. After five (5) years, the records may continue to be maintained in hardcopy, microfiche or electronic form, if needed, at the sole option of the County.

City of San Luis Obispo, Council Memorandum
City of San Luis Obispo
Council Agenda Correspondence
DATE: August 19, 2025
TO: Mayor and Council
FROM: Rick Scott, Police Chief
VIA: Whitney McDonald, City Manager
SUBJECT: Item 6g – San Luis Obispo County Animal Control Services Agreement FY 2025-2030
Staff received the following questions regarding the Animal Services Contract.

The questions are below with staff responses shown in italics. Staff solicited assistance from Eric Anderson, Animal Services Manager for the County of San Luis Obispo, to provide context for these questions.
1) It states in the staff report that all the other jurisdictions except for Atascadero had increased fees. Do we know what happened with Atascadero and why they did not also see increases?
For FY24-25 projections, Atascadero appears to have had a favorable increase in revenue generation coupled with a relative decrease in proportionate share of both Field Services and Shelter Services usage.
2) Did we receive any data explaining how our requests for services have increased to justify the increased cost?
Costs are not based upon the actual number of service units provided, but rather they are calculated based on the City’s proportionate share of total shelter operations, which is comprised of both field services and shelter services. That is further averaged over the past three years to minimize any significant one-time variances. Because service fees are based upon proportionate share, the costs for San Luis Obispo are impacted both directly by the City’s own usage rates and indirectly by changes in usage rates of each of the six other partner cities and the unincorporated County communities.

ITEM 6g – San Luis Obispo County Animal Control Services Agreement FY 2025-2030 Page 2 For example: If the San Luis Obispo usage rate remains steady, but another partner city decreases, this places an upward pressure on San Luis Obispo’s proportionate usage rate. Similarly, a slight rise in usage by San Luis Obispo could be offset by a more significant increase in usage by the other partners.

Specific usage factors driving cost increase for the City of San Luis Obispo for FY25-26 are:
 13.99% increase in proportionate share of Field Services usage  3.37% increase in proportionate share of Shelter Services usage 3) Is there anything we can do to increase the revenue they receive from the city, to offset/lower our costs in the future?
There are multiple revenue sources which help to offset service fees, the most consequential being dog licensing. Animal Services utilizes rabies vaccination databases to identify and contact owners of unlicensed animals to promote licensing compliance. Promotion of other revenue generating services – reclaim of impounded animals and shelter adoption – offers an additional revenue source, though not as substantial as what is received through licensing. 4) If I am remembering correctly, I think the contract states that we will receive our new rates each year by April. Did we receive that information timely so that we could budget the right amount in the approved 2025-26 budget?
Yes. FY2025-26 rates were provided at the Spring Contract Group meeting on April 3rd which informed the department’s budget request for FY25-26.

Item 6g
Department: Police
Cost Center: 8001
For Agenda of: 8/19/2025
Placement: Consent
Estimated Time: N/A
FROM: Rick Scott, Police Chief
Prepared By: Melissa Ellsworth, Senior Business Analyst SUBJECT: FY 2025-30 ANIMAL CONTROL SERVICES AGREEMENT

RECOMMENDATION
Authorize the Mayor to execute a five-year agreement with the County of San Luis Obispo for the continued provision of Animal Care and Control Services for the period of July 1, 2025, to June 30, 2030, in the amount of $389,746 for the first year, with annual adjustments thereafter.

POLICY CONTEXT
The recommended actions are consistent with the City of San Luis Obispo’s Financial Management Manual, Purchasing Policy, pursuant to which any general services contracts exceeding $150,000 require City Council approval.

DISCUSSION
The City contracts with the County of San Luis Obispo for the provision of Animal Care and Control Services for the following:

1. Shelter Services, including:
a. Maintaining an animal shelter where stray, owner surrendered, confiscated, quarantined or impounded pets are received and provided with appropriate care.
b. Providing services to allow sheltered animals to be returned, adopted or humanely euthanized.

2. Field Services, including:
a. Receiving and responding to public calls for service related to animal management
b. Providing necessary medical treatment and emergency care of domestic animals when necessary
c. Investigating animal bite reports

3. Provide reporting to the City on a bi-annual basis

4. Participate collaboratively with the City regrading matters impacting the provision of animal care and control services.

Item 6g
The Police Department administers the contract on behalf of the City. Although the current contract expired on June 30, 2025, the County agreed to continue providing services to each City while further development and adoption of the new contract continued. Department staff received the County’s final draft of the contract on June 16th, 2025. Additionally, the County initiated a change to the term of the contract from three years to five years. The main reason for this change was to reduce staff time related to contract renewals that contain consistent scope and terms.

How Costs are Determined
The County uses a service-based methodology to determine contract costs for all cities.

This methodology is based on Field Service and Licensing. In general, contract costs are calculated by determining the average percentage of service allocated to each city over the preceding three years for each facet of operations and multiplying this percentage against the Animal Services operational budgeted expenses. The average annual revenue generated from licensing fees or fines by each city over the preceding three years is applied against a city’s total service cost.

Each city (with the exception of Atascadero) experienced an increase in cost for FY 2025-

26. Per the County, in addition to using service-based methodology, the following factors also contributed to the increases:

1. Overall inflationary pressures associated with County expenses, including:
a. Significant increases in liability insurance costs
b. Increased overhead expense assessments
c. Moderate cost increases for fleet services (vehicle maintenance and repair, fuel, etc.)
d. Increased costs for animal feed and veterinary services. This derives in part from significant increases in the actual cost of veterinary services generally coupled with higher levels of animal intake and shelter populations which results in increased need for those services.

2. New landscaping contract for grounds services, this labor having previously been performed by County Parks employees.

3. Hiring additional shelter personnel to perform duties previously performed by County Jail inmates. As a result of some program changes at the jail, inmates were no longer able to work in the shelter, which resulted in the need to hire personnel.

4. Specific to the City of San Luis Obispo, cost drivers also included:
a. Decreased revenue generation (e.g. licensing revenue, service fees for adoptions/impounds, etc.)
b. An increased rate of animal intakes over the three-year cost averaging period, coupled with decreased intakes from some other cities, pushes the proportionate share of operational costs higher for San Luis Obispo.

Item 6g
Below is a chart showing the City’s annual costs since 2022. Costs have increased based on various factors, including what was mentioned above. A significant jump in costs occurred in 2023 due to the shelter hiring additional personnel. Those costs were then distributed among all jurisdictions.

City Jurisdiction FY 2022-23 FY 2023-24 FY 2024-25 FY 2025-26 San Luis Obispo 190,984 240,883 339,026 389,746
Scope of Services
The proposed contract provides for the delivery of Animal Care and Control services to the City of San Luis Obispo for five years, through June 30, 2030. Services include (as outlined in Exhibit A of Attachment A), but are not limited to:

1. Sheltering Services - Provide shelter services in accordance with state regulations, local ordinances, and policies governing the humane treatment of animals.

2. Field Services - Receive and respond to public calls for service related to alleged violations of local or state codes pertaining to the care, keeping, treatment, and management of animals.

3. Reporting - Provide to the City bi-annual service activity and financial reports reflecting field services, licensing and shelter operations.

4. Collaboration – Participate collaboratively with the City regarding matters impacting the provision of animal care and control services. a. County will also develop performance benchmarks and communicate those quarterly on topics including cost of services per city, number of full time equivalent positions within Animal Services over time, GIS heat maps with calls for service over a period of time, average response times, percentage of animals licensed per city, and other data points.

Previous Council or Advisory Body Action
On November 1, 2022, the City Council approved the Animal Services contract for FY 2022-25.

Public Engagement
The public will have an opportunity to provide public comment prior to or at the City Council meeting.

CONCURRENCE
The Director of Finance concurs with the staff recommendation.

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

Item 6g

FISCAL IMPACT
Budgeted: Yes Budget Year: 2025-26
Funding Identified: Yes
Fiscal Analysis:

Funding
Sources
Total Budget
Available
Current
Funding
Request
Remaining
Balance
Annual Cost
for FY 25-26
General Fund $389,746 $ $ $389,746
State
Federal
Fees
Other:

Total $389,746 $ $ $389,746
The department has available funding in FY 2025-26 for year one of this contact.

However, if costs increase for FY 2026-27 and beyond, staff will need to request additional funding through the budget process.

ALTERNATIVES
The Council could choose not to approve this new contract with County Animal Services. This would restrict the City’s ability to provide these types of services to the community, many of which are required by law and would likely necessitate the City creating and funding its own animal control program.

ATTACHMENTS
A - FY 2025-30 Agreement with County of San Luis Obispo for Animal Care and Control Services

CONTRACT FOR

ANIMAL CARE AND CONTROL SERVICES
THIS CONTRACT, entered into by and between the County of San Luis Obispo, a public entity in the State of California, (“County”) and, the City of San Luis Obispo, an incorporated city in the State of California, (“City”).

RECITALS
WHEREAS, County has established the Division of Animal Services to provide animal care and control functions including the enforcement of the ordinances of San Luis Obispo County Code Title 9 and of California state codes pertaining to the care, keeping, and management of animals; and
WHEREAS, County through Animal Services, maintains and operates an animal shelter and a humane education program; and
WHEREAS, City is desirous of contracting with County for the provision of such services;
NOW THEREFORE, in consideration of the covenants, conditions agreements and stipulations set fourth herein, the parties hereby agree that to the following terms and conditions.

TERMS AND CONDITIONS

1. Exhibits. The contract consists of the terms and conditions as set forth in the following exhibits:
a. Exhibit A – Scope of Services
b. Exhibit B – Compensation
c. Exhibit C – Duration of Contract
d. Exhibit D – General Conditions

2. Notices. Notices required in this contract shall be provided to:

COUNTY: CITY:

Eric Anderson, DVM Rick Scott
Animal Services Manager Chief of Police
865 Oklahoma Ave. 1042 Walnut St.

San Luis Obispo, CA 93405 San Luis Obispo, CA 93401
IN WITNESS WHEREOF, County and Contractor have executed this Contract on the day and year set forth below.

COUNTY OF SAN LUIS OBISPO CITY OF SAN LUIS OBISPO
By: By:

Chairperson of the Board of
Supervisors
Mayor
Date: Date:

ATTEST:

MATT PONTES
Ex-Officio Clerk of the Board of Supervisors
By:
___________________________________
_____
Deputy Clerk

APPROVED AS TO FORM AND LEGAL
EFFECT:

JON ANSOLABEHERE
County Counsel
Deputy County Counsel
Dated: August 11, 2025

CONTRACT FOR

ANIMAL CARE AND CONTROL SERVICES
EXHIBIT A – SCOPTE OF SERVICES
1) County Obligations. The County shall perform the following duties:
a) Shelter Services
i) Maintain, or cause to be maintained, an animal shelter whereat stray, owner surrendered, confiscated, quarantined and custodially impounded household pets are received and provided with appropriate care, housing, and shelter services in accordance with state regulations, local ordinances, and policies governing the humane treatment of such animals.
ii) Provide services allowing sheltered animals to be returned to their owners, adopted into new homes, or to be humanely euthanized.
iii) Provide for the receipt and publication of lost and found animal reports. iv) Provide services for the humane euthanasia of household pets and for the disposal of their remains.
b) Field Services
i) Receive and respond to public calls for service related to alleged violations of local or state codes pertaining to the care, keeping, treatment, and management of animals. ii) Provide for the response to any of the following circumstances 24 hours a day, seven days a week:
(1) Domestic animals posing an active and present threat to public safety (2) Domestic animals which are severely injured, sick, or in eminent risk and whose owner is unknown or unavailable.
(3) Domestic or wild animals demonstrating signs of possible rabies infection. (4) Calls for assistance from law enforcement or emergency response personnel. (5) Reported animal bites where the animal remains in the area unconfined and whose owner is unknown or unavailable.
(6) Loose livestock roaming on roadways or other public areas. iii) Provide for the response to any of the following during Animal Services' normal business hours:
(1) Pick-up and impoundment of unlimited numbers of stray confined domestic animals.
(2) Pick-up and disposal of unlimited numbers of dead domestic animals from roadways, parks, and other public areas.
(3) Pick up and transfer to shelter of owned animals for surrender or euthanasia.

(4) Pick up of dead owned animals for disposal.
iv) Provide for the necessary medical treatment and emergency care for domestic animals picked up by Animal Services personnel and for those domestic animals presented directly to veterinarians by private citizens and emergency response personnel.
v) Provide for the receipt, processing and investigation of animal bite reports as well as the subsequent quarantine of animals in accordance with state codes pertaining to rabies control.
vi) In the event that an animal responsible for causing serious bodily injury (as defined by Penal Code 243(f)(4)) or death to a person dies in the custody of, or is euthanized by, Animal Services, County shall preserve the bodily remains of that animal until such time as City has been consulted and approves of their disposal.

Nothing in this requirement shall be interpreted to prevent Animal Services from collecting and processing any tissue or body samples required to comply with legally mandated rabies testing requirements or other public health needs. vii) Request assistance from the San Luis Obispo County District Attorney's Office Bureau of Investigations when an animal bite results in significant injury causing death or likely to cause death or in any case Animal Services believes may require significant criminal investigation beyond the experience of Animal Services Officers. viii)Receive and respond to reports of animals, domestic or wild, which are suspected to be rabid or to have been exposed to rabies infection and attempt to affect their capture. Captured animals will be processed in accordance with state codes pertaining to rabies control.
ix) Receive and process all applications related to the keeping and sale of household pets; inspect and regulate permitted operations in accordance with local and state codes.
x) Provide for the recording, investigation, administrative hearings, and issuance of findings and orders related to animal nuisances, animal seizures or confiscations, and dangerous or vicious animals. Nuisances which remain unresolved following the issuance of an abatement order will be processed to court through the District Attorney’s office.
xi) Assist in the preparation and filing of court documents related to the civil and/or criminal prosecution of cases involving violation of municipal codes pertaining to the care, treatment, and keeping of domestic animals.
xii) Provide for the preparation, filing and civil or criminal prosecution of cases involving violations of California state codes pertaining to the care, treatment, and keeping of domestic animals.
c) Reporting: Provide to the City bi-annual service activity and financial reports reflecting field services, licensing, and shelter operations, programs. Reports will detail this information for both the individual quarter and year-to-date.

d) Collaboration: Participate collaboratively with the City regarding matters impacting the provision of animal care and control services. County shall not append or modify the provisions of Title 9 of the San Luis Obispo County Code without having first consulted with the City.
2) City Obligations. The City shall perform the following duties:
a) Ordinance Conformity: City shall adopt by reference Title 9 of the San Luis Obispo County Code.
i) In the event that City does not desire to incorporate specific provisions of Title 9, those provisions may be individually exempted from adoption. ii) In the event that City desires to incorporate additional provisions related to the care and keeping of animals which are not established by Title 9, those provisions may be added and individually specified within City’s municipal code. Animal Services will not be responsible for enforcing any added provisions which are substantially outside of the Animal Service Division’s normal scope of operations. b) City shall immediately notify the County upon determining that any animal in the custody of Animal Services is believed to have caused serious bodily injury (as defined by Penal Code 243(f)(4)) or death to a person and request that the body of that animal be preserved in the event that it dies or is euthanized while in custody. c) Assistance: Provide such assistance and support to Animal Services personnel as may be reasonably necessary to safely and effectively execute the operations required by this contract within the City limits.
d) Collaboration: Participate collaboratively with the County regarding matters impacting the provision of animal care and control services. City shall not append or modify the provisions of its municipal code related to animal care and control without having first consulted with County.
3) Animal Care and Control Coordination Group: The County and City agree that Animal Services is a shared interest of all parties and that all participating jurisdictions will share in the cost and revenue generated based on actual costs and fees generated in each jurisdiction. Further, policy-setting, procedural changes and ordinance development will happen in a collaborative manner, with all participating jurisdictions having input into the best way to conduct these services in San Luis Obispo County. a) To coordinate efforts, the participating jurisdictions, including the City and County agree to meet and confer periodically to discuss current issues as they relate to the fiscal and practical application of this contract, along with other potential items identified by the group. Such meetings shall be coordinated by the County Animal Services Manager from time to time as necessary, but no less than twice yearly. 4) As part of this commitment, the County agrees to develop performance benchmarks and communicate them quarterly to the group on the following:
a) Cost of Services/per Capita (by City) overtime.
b) Cost of services/per City over time.

c) Number of Full-Time Equivalent (FTE) positions within Animal Control over time. d) Number of field FTE within Animal Control over time. e) Geographical Information Service (GIS) heat maps of calls for service over time by City (requested development from County IT Department, maps to be provided when available).
f) Average response times for priority calls over time by City. g) Percentage of animals licensed by the City over time. h) Other data points charted out over time that were used to spread out the Animal Shelter costs.

CONTRACT FOR

ANIMAL CARE AND CONTROL SERVICES
EXHIBIT B – COMPENSATION
1) First Year Service Fee: The City agrees to pay to the County the amount of $389,746 for services provided under this Contract during the first year of service. 2) Subsequent Years’ Service Fee: The County shall compute on an annual basis a service fee assessed to the City for services provided under this Contract. 3) Timing of Service Fee: The County shall calculate annual service fees and provide them to the City prior to April 15th of each year, with service fees becoming effective on July 1st of that year. No further action by either party is necessary to implement new fees in subsequent years.
4) Service Fee Methodology: The County shall use a service-based methodology for determining city service fees. The service-based methodology shall be based on three key facets of Animal Services' operations:
 Field Service
 Licensing
a) Determination of Cost of Service - The cost of providing services to the City will be calculated by determining the average percentage of service allocated to the City over the preceding three years for each of the four facets of operations and multiplying this percentage against Animal Services operational budgeted expense for each facet.

Combined, this then represents the City's total service cost in proportion to the County and all other contracting parties.
b) Credit for Fees - The average annual revenue generated from fees or fines assessed directly to residents of the City by Animal Services over the preceding three years will be applied against the City's total service cost.
c) Determination of Service Fee - The fee assessed to the City for provision of services outlined in this contract shall be determined by subtracting the average revenue as determined by item 4b of this exhibit from the average cost of service as determined by item 4a of this exhibit.
5) Billing: County shall bill City for contracted services in quarterly increments. City shall remit payment to the County within thirty (30) days of receipt of billing. 6) Year End Variance – In the event that Animal Services’ net operational costs for any fiscal year are less than projected in the calculation of the service fee methodology (Item 4 of this exhibit), the City’s proportionate share of that savings shall be applied as a credit against the calculated service fee for the subsequent fiscal year.

In the event that Animal Services net operational costs for any fiscal year exceed projections in the calculation of the service fee methodology (Item 4 of this exhibit), the City’s proportionate share of the overage shall be added to the calculated service fee for the subsequent fiscal year.

CONTRACT FOR

ANIMAL CARE AND CONTROL SERVICES
EXHIBIT C – DURATION
1) Effective Date: This contract shall be effective July 1, 2025, or fifteen (15) days following of the date of the signature of the County, whichever is later. The County shall be the last to sign this contract.
2) Service Date: City and County acknowledge that the services provided under this contract are a continuation of those established during the preceding contract term and that these services may have been provided continually and without interruption between July 1, 2025, and the date of execution by the County in order to ensure the interest of public service. a) Both City and County expressly and retroactively authorize the provision of these services.
b) For the purposes of billing and determination of the First Year Service Fee as provided in Exhibit B, the first year of service will be presumed to have begun on July 1, 2025. 3) Duration: The term of this Contract shall expire June 30, 2030, unless terminated sooner as provided in Exhibit D.

CONTRACT FOR

ANIMAL CARE AND CONTROL SERVICES
EXHIBIT D – GENERAL CONDITIONS
1) Termination: Either party may terminate this contract at any time by giving the other party thirty (30) days written notice of termination. Termination for convenience shall have no effect upon the rights and obligations of the parties arising out of any services provided occurring prior to the effective date of such termination. County shall be paid for all work satisfactorily completed prior to the effective date of termination. In the event that the contract is terminated prior to the conclusion of a quarterly billing cycle, the City shall remit to the County a prorated amount based upon the number of days of service relative to the total number of days in the billing cycle.
2) Indemnification: Nothing in the provisions of this Contract is intended to create duties or obligations to, or rights in third parties not party to this contract or affect the legal liability of either party to contract, by imposing any standard of care respecting the regulation and enforcement of laws regarding animals different from the standard of care imposed by law. a) It is understood and agreed that neither City, nor any officer or employee thereof is responsible for any damage or liability occurring by reason of anything done or omitted to be done by the County under or in connection with any work, authority or jurisdiction delegated to the County under this Contract. It is also understood and agreed that pursuant to Government Code 895.4, County shall defend, indemnify and save harmless the City, all officers, and employees from all claims, suits or actions of every name, kind, and description brought forth or on account of injuries or death of any person or damage to property resulting from anything done or omitted to be done by the County under this Contract except as otherwise provided by Statute. b) It is understood and agreed that neither County nor any officer or employee thereof, is responsible for any damage or liability occurring by reason of anything done or omitted to be done by the City under or in connection with any work, authority or jurisdiction delegated to the City under this Contract. It is also understood and agreed that pursuant to Government Code Section 895.4, the City shall defend, indemnify and save harmless the County, all officers and employees from all claims, suits or actions of every name, kind and description brought forth on account of injuries or death of any person or damage to property resulting from anything done or omitted to be done by City under connection with any work, authority or jurisdiction delegated to the City under this Agreement except as otherwise provided by Statute.
3) Notices: Any notice, payment, statement, or demand required or permitted to be given hereunder by either party to the other shall be affected by personal delivery in writing or by mail, postage prepaid. Mailed notices shall be addressed to the parties at the addresses appearing below, but each party may change its address by written notice in accordance with this section. Mailed notices shall be deemed communicated as of three days after mailing.

COUNTY CITY

Eric Anderson, DVM Rick Scott
Animal Services Manager Chief of Police
865 Oklahoma Ave. 1042 Walnut St.

San Luis Obispo, CA 93405 San Luis Obispo, CA 93401
4) Status of the Parties' Officers/Employees/Agents: Neither party’s officers, employees, agents, partners, other contractors or subcontractors shall be deemed to be employees of the other party at any time. Nothing in this contract shall be construed as creating a civil service employer - employee relationship or a joint venture relationship. No officer, employee, agent, partner, other contractor or subcontractor of the other party shall be eligible for membership in or receive benefits from any plan for hospital, surgical, or medical insurance, or be eligible for membership in any retirement program, paid vacation, paid sick leave, other leave, with or without pay, collective bargaining rights, grievance procedures, appeals to the Civil Service Commission or any other benefits which inures to or accrues to an employee of the other party. The only performance and rights due the other party are those specifically stated in this contract.
5) Governing Law and Venue: This Contract shall be governed by and construed in accordance with the laws of the State of California. Additionally, this contract has been formed and shall be performed in San Luis Obispo County; the venue for any legal action on the contract shall be in San Luis Obispo County.
6) Entire Agreement: This Contract embodies the complete agreement of the parties hereto, superseding all oral or written previous and contemporary agreements between the parties relating to matters herein; and except as otherwise provided herein, cannot be modified without the prior written agreement of the parties.
7) Severability: In case any one or more of the provisions contained in this Contract shall for any reason be held to be invalid, illegal, or unenforceable in any respect, such invalidity, illegality, or unenforceability shall not affect any other provision thereof and this Contract shall be considered as if such invalid, illegal, or unenforceable provision had never been contained in this Contract.
8) Successors and Assigns: This Contract shall be binding upon and insure to the benefit of the parties hereto and their respective heirs, executors, administrators, successors and, except as otherwise provided in this Contract, their assigns.
9) Captions: The captions to the various clauses of this Contract are for information purposes only and shall not alter the substance of the terms and conditions of this Contract. 10) Authorization: Each of the parties represents and warrants to the other that this Contract has been duly authorized by all necessary corporate or governmental action on the part of the representing party and that this Contract is fully binding on such party.

Item 6h
Department: Administration
Cost Center: 1021
For Agenda of: 8/19/2025
Placement: Consent
Estimated Time: N/A
FROM: Greg Hermann, Deputy City Manager
Prepared By: Sara Armas, Deputy City Clerk
SUBJECT: ADVISORY BODY APPOINTMENT FOR AN UNSCHEDULED VACANCY

ON THE TREE COMMITTEE

RECOMMENDATION
Confirm the appointment of Kari Gephart to the Tree Committee (TC) for the remainder of the vacated term expiring March 31, 2026.

POLICY CONTEXT
The Advisory Body Handbook outlines the recruitment procedures, membership requirements, and term limits for City advisory bodies. The Handbook also contains the bylaws for each City advisory body, some of which include additional membership requirements. The Tree Committee is a seven-member advisory body. One member must be a representative from the Architectural Review Commission, and the remaining six members are selected from the general public (two of whom shall be horticultural experts, if possible). If appointed, Kari Gephart would be a general public member.

The City Council Policies and Procedures Manual describes the “Appointment Procedure” and “Process” for Advisory Body appointments. Recruitment and appointment recommendations were performed in conformance with all recruitment procedures, processes, and bylaws found in these resources.

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

DISCUSSION
The City’s Clerk Office received notice on February 24th of an impending resignation of a member of the TC after the April 28th meeting. The annual advisory body recruitment period had identified three additional candidates that potentially could have filled this vacancy, but after reaching out to gauge their interest and tentatively scheduling interviews for June 16th, all potential candidates withdrew from consideration due to personal obligations.

Item 6h
A recruitment was promptly opened to seek a new pool of potential applicants for consideration. After a month long recruitment, two applications were received for the unscheduled vacancy. Both applicants were invited to interview, but only one confirmed and was interviewed by the Council Liaison Subcommittee consisting of Mayor Stewart and Council Member Boswell.

Upon completion of the interview, the Council Liaison Subcommittee recommended Kari Gephart to fill the unscheduled vacancy through March 2026.

Public Engagement
Following Maddy Act guidelines, notices were posted in the City Information kiosk outside City Hall and on the Advisory Body Vacancies page of the City’s website alerting the public that the City was accepting applications for the vacancy on the TC. The public will also have the opportunity to provide public comment before or at the City Council meeting on August 19, 2025.

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

FISCAL IMPACT
Budgeted: No Budget Year: 2025-26
Funding Identified: No
Fiscal Analysis:

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

Total $ N/A $0 $0 $0
There is no fiscal impact associated with this action.

ALTERNATIVES
Council could recommend changes to the recommended appointment or direct staff to reopen recruitment for additional candidates.

Item 6i
Department: 3
Cost Center: 1021
For Agenda of: 8/19/2025
Placement: Consent
Estimated Time: N/A
FROM: Greg Hermann, Deputy City Manager
Prepared By: Teresa Purrington, City Clerk
SUBJECT: SELECTION OF VOTING DELEGATE AND ALTERNATES FOR THE 2025

LEAGUE OF CALIFORNIA CITIES ANNUAL CONFERENCE

RECOMMENDATION
Appoint Council Member Mike Boswell as the Voting Delegate and Council Member Emily Francis as Alternate Voting Delegate to vote on the City’s behalf at the Annual Business Meeting of the League of California Cities on Thursday, October 9, 2025.

DISCUSSION
The League of Cal Cities Annual Conference will be held October 8 - 10, 2025 in Long Beach, California. An important component of the Annual Conference is the Annual Resolutions Committee Meeting scheduled for 1:00 p.m. on Thursday, October 9, 2025.

At this meeting, the League membership will consider and act on resolutions that establish League policy. To vote at the Resolutions Committee Meeting, the City Council must designate a voting delegate. Council may also appoint up to two alternate voting delegates, one of whom may vote if the designated voting delegate is unable to serve in that capacity. Council Member Boswell and Council Member Francis volunteered to represent the City as the Voting Delegate and Alternate.

Council’s assigned delegates will be provided to CalCities on the Voting Delegate form signed by the City Clerk by the September 24th deadline.

Policy Context
Per the League of California Cities bylaws, each member city has a right to cast one vote on matters pertaining to League policy. A city’s voting delegate, and up to two alternates, must be designated by the City Council either by submitting a Voting Delegate Form signed by the City Clerk affirming that the names provided are those selected by the City Council or by adopting a Resolution that reflects the Council action.

Public Engagement
This is an administrative item, so no formal public engagement was done. Members of the public may provide comment regarding this action either before the City Council meeting or at the meeting.

Item 6i

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

FISCAL IMPACT
Budgeted: Yes Budget Year: 2025-26
Funding Identified:

Fiscal Analysis:

Funding
Sources
Total Budget
Available
Current
Funding
Request
Remaining
Balance
Annual
Ongoing
Cost
General Fund $8,500 $ $
State
Federal
Fees
Other:

Total $8,500 $ $ $
The necessary financial resources have been included in the 2025-2026 budget for Council Members’ attendance at the League of California Cities Annual Conference.

Item 6j
Department: Administration
Cost Center: 1001
For Agenda of: 8/19/2025
Placement: Consent
Estimated Time: N/A
FROM: Whitney McDonald, City Manager
Prepared By: Natalie Harnett, Policy and Project Manager SUBJECT: BEHAVIORAL HEALTH SERVICES CONTRACT RENEWALS FOR COMMUNITY ACTION TEAM AND MOBILE CRISIS UNIT (FYS 2025–27)

RECOMMENDATION
Authorize the City Manager to execute up to two (2) one-year renewals of the contracts with the County of San Luis Obispo for continued Behavioral Health Services in support of the Police Department’s Community Action Team and the Fire Department’s Mobile Crisis Unit.

POLICY CONTEXT
The City’s investment in the Community Action Team (CAT) and Mobile Crisis Unit (MCU) supports ongoing efforts to provide coordinated, community-based responses to behavioral health and substance use crises. With contract costs now exceeding the City Manager’s purchasing authority, Council approval is required to continue funding these services using opioid settlement funds. This recommendation aligns with community priorities around public safety and Homelessness Response Major City Goal Objectives.

DISCUSSION
Background
The MCU and CAT are collaborative response programs that pair behavioral health professionals with public safety personnel to provide crisis intervention and support for individuals experiencing mental health or substance use-related emergencies in the field.

The CAT was established in 2013, initially partnering a Police Officer with a contracted mental health outreach worker from Transitions Mental Health Association (TMHA). With the adoption of the 2021-23 Financial Plan, the City Council approved the creation of the MCU, which followed a similar model but paired a TMHA outreach worker with a Fire Department EMT/Paramedic.

Since then, the City has transitioned away from contracting these positions through TMHA and now staffs both programs with Community Resource Services Specialists, who are contracted directly by the City.

Due to the programs’ success, the City began working with the County of San Luis Obispo

Item 6j
in 2024 to explore expanding both teams and incorporating Licensed Psychiatric Technicians (LPTs) into the CAT and MCU models. The County shared the City’s interest to expand access to behavioral health services in the field and had qualified LPTs to support this work. However, due to funding reductions following the passage of Proposition 1, the County could commit to funding only half the cost of one LPT, leaving the City responsible for the remaining 1.5 LPT positions—an estimated cost of $225,000 annually.

Around the same time, the City opted in to direct annual payments from various national opioid settlement agreements in which it had participated.1 These funds are restricted for use on opioid-related services and strategies, including crisis response and outreach to vulnerable populations. Both the CAT and MCU programs are eligible uses under the settlement guidelines, including salary costs of behavioral health and outreach specialists who work with populations affected by the opioid crisis.

In response, the City chose to allocate its share of opioid settlement funds to cover the City’s share of the LPT positions, resulting in no net impact to the General Fund. For a detailed financial breakdown, see the Fiscal Impact section.

Two separate contracts were executed with the County for LPTs, one for the Fire Department and one for the Police Department, because the MCU and CAT operate under different City departments and have distinct funding arrangements. The original agreements (Attachments A and B) were signed in September 2024 and were effective through June 30, 2025, with language allowing for up to two additional one-year renewals with written notice.

While services remain underway since June 30, 2025, no formal renewal was ever signed. This Council action will retroactively authorize Amendment No. 1 with an effective date of July 1, 2025, extending both agreements through June 30, 2026, and allow the City Manager to renew again next year (through FY 2026-27), if funds are available. Per the City’s Purchasing Policy Section 202, the original one-year contracts were within the City Manager’s purchasing authority. However, with the proposed renewals, the contract amounts now exceed that threshold and require Council approval.

1 Until the City opted in to direct payments in 2024, the City’s allocated share had been deferred to the County, dating back to 2021. At that time, the cost and resource burden of administering the funds outweighed the anticipated value received. By 2024, however, the addition of several new settlements (including Teva, Allergen, Walgreens, Walmart, CVS, and Kroger) meaningfully increased the dollar amount the City could receive directly each year to combat the effects of opioid use and addiction.

Item 6j
Summary of Amendments – FY 2025–26 Behavioral Health Contracts The Option to Renew and Amendment No. 1 (Attachments C and D) for both the Police and Fire Department contracts with the County of San Luis Obispo include the following key changes:

1. Contract Renewal for FY 2025–26: Extends the contract term for one additional year, from July 1, 2025, to June 30, 2026, in accordance with the renewal option outlined in the original agreement.

2. Updated Scope of Services: Revises the language in Exhibit A to clarify the LPT role in:
o Assisting with voluntary and involuntary psychiatric (rather than “medical”) holds.
o Petitioning for and participating in judicial processes related to extended involuntary commitment orders or conservatorships.

Previous Council or Advisory Body Action
The City Council approved participation in opioid settlement agreements on December 7, 2021; April 4, 2023; and July 16, 2024.

Public Engagement
Public comment on this item can be provided to the City Council through written correspondence prior to the meeting and through public testimony at the meeting.

CONCURRENCE
The City Attorney’s Office, Fire Department, and Police Department concur with this recommendation.

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

FISCAL IMPACT
Budgeted: Yes Budget Year: 2025-26
Funding Identified: Yes
Fiscal Analysis:

Funding Sources
Total
Budget
Available
Current
Funding
Request
Remaining
Balance
Annual
Ongoing
Cost
General Fund $0 $0 $0 $0
Other: Opioid Settlement
Revenue (Fund 217)
$351,908 $235,063 $116,845
Total $351,908 $235,063 $116,845 $246,816

Item 6j
There is no fiscal impact directly associated with this recommendation, as sufficient funds are already budgeted in the Opioid Settlement Special Revenue Fund 217. To date, the City has received $374,343 in revenue (see Table 1 below), with ongoing annual estimates provided by BrownGreer and Associates, the settlement administrator. While each settlement’s terms and annual amounts vary, the City anticipates receiving an average of approximately $135,000 per year over the next five years. Although this amount is not sufficient to fully fund both LPT positions on an ongoing basis, the existing fund balance is sufficient to close the gap on a one-time basis and fully support the positions through FY 2026–27.

In addition, several outstanding lawsuits are expected to yield further settlement revenue.

Staff will be seeking Council authorization to participate in two of these at a September Council meeting. Participation in these and future settlements is anticipated to increase annual revenue. Staff will continue to monitor the fund balance and evaluate the availability of funds at each contract renewal and when future settlement estimates are released.

Table 1 - Opioid Funding Overview (Fund 217):

Settlement Revenue FY 2025 FY 2026 FY 2027
Allergan $31,352 $15,413 $15,413
CVS $32,500 $28,542 $28,542
Distributors $47,757 $47,757 $48,192
Janssen $46,189 $8,434 $8,434
Kroger $11,756 TBD
Walgreens $49,591 $14,108 $14,108
Walmart $134,165 $5,410 $1,082
Teva $28,515 $14,037 $14,037
Interest Earned $4,283 TBD TBD
Total Revenue $374,353 $145,457 $129,808
Expenditures
Fire - LPT $55,9672 $78,354 $82,272
PD - LPT $111,9352 $156,708 $164,544
Total Expenditure $167,902 $235,063 $246,816
Net Fund Balance $206,451 $116,845 -$1633

2 Contract began in September 2024; therefore, this accounts for ¾ of the annual cost. 3 Staff anticipates that this minor overage will be offset by future interest earnings and FY 2027 Kroger settlement funds.

Item 6j

ALTERNATIVES

1. Council could decide to authorize approval for only one of the two contract amendments. If only one contract is approved, the City would continue to receive LPT support for the approved department, but would lose access to behavioral health services for the other. This would reduce the City’s capacity to respond to mental health-related calls and may increase the burden on public safety personnel.

2. Council could decide not to authorize approval for either contract renewal for FY 2025-26. Should council choose this option, the City would no longer receive behavioral health services provided LPTs through either the CAT or the MCU. This would significantly limit the City’s behavioral health response capacity and place a greater burden on public safety personnel. In this case, the full amount of opioid settlement funds currently allocated to these programs would remain unspent, and alternative uses would need to be explored and approved by Council at a later date.

ATTACHMENTS
A - Executed SLOFD Mobile Crisis Unit Contract FY 2024-25 B - Executed SLOPD Community Action Team Contract FY 2024-25 C - Mobile Crisis Unit FY 2025-26 Option to Renew and Amendment No.1 D - Community Action Team FY 2025-26 Option to Review and Amendment No.1

SLOFD Community Action Team FY 2025-26 Exercise Option to Renew and Amendment No. 1

OPTION TO RENEW AND AMENDMENT No. 1
To the CONTRACT FOR BEHAVIORAL HEALTH SERVICES

COUNTY OF SAN LUIS OBISPO BEHAVIORAL HEALTH SERVICES
Entered into by and between the County of San Luis Obispo, a public entity in the State of California, (hereafter “County”) and the City of San Luis Obispo, a California municipal corporation, (hereafter “City”), together “Parties” and individually “Party”.

WHEREAS, on September 24, 2024, County and Contractor entered into a contract for fiscal year 2024-25 (the “Contract”) under which Contractor agreed to provide certain services; and WHEREAS, County and Contractor have a need to exercise the option to renew the Contract as per Exhibit C, Section 4. “Option to Renew for One Year”; and WHEREAS, County and Contractor have a need to amend the Contract to update the scope of services, other terms and the budget under the Contract; and WHEREAS, the Board of Supervisors delegated to the Health Agency Director or designee the authority to decide whether to exercise the option to renew this Contract for two (2) successive one (1)-year periods; and
WHEREAS, the Board of Supervisors delegated to the Health Agency Director or designee the authority to amend the Contract to exchange, delete, or add to the types of services as per Exhibit D.

NOW THEREFORE, the Parties agree that the Contract is amended as follows:

1. The Contract, Exhibit A, Section 1. “Mobile Crisis Unit (MCU),” subsection b.1). viii., is deleted and replaced in its entirety with the following:
viii. Assist the MCU in assessing and transporting individuals to be detained under voluntary or involuntary psychiatric/mental health holds, and, when appropriate under the professional judgment of the Licensed Psychiatric Technician, petition for and participate in judicial processes to extend involuntary commitment orders and/or conservatorships of the person.

2. The Contract, Exhibit C, Section 3. “Duration Date.”, subsection a., is deleted and replaced in its entirety with the following:
a. This Contract shall remain in effect from July 1, 2025, until June 30, 2026, unless terminated sooner pursuant to Exhibit D, Section 5., “Termination for Convenience” of the Contract.

SLOFD Community Action Team FY 2025-26 Exercise Option to Renew and Amendment No. 1

3. All other terms and conditions of the Contract and any amendments not expressly modified herein shall remain in full force and effect.

4. In any instance in which a provision of this Option to Renew and Amendment No. 1 contradicts or is inconsistent with provisions of the Contract, the provision of this Option to Renew and Amendment No. 1 shall prevail.

5. The effective date of this Option to Renew and Amendment No. 1 shall be July 1, 2025.

6. This Option to Renew and Amendment No. 1 may be executed in counterparts, each of which shall be deemed to be an original, but all of which, when taken together, shall constitute one and the same agreement. This Option to Renew and Amendment No. 1 may be executed and delivered by facsimile, scanned signature, or electronically by any of the Parties and the receiving Party may rely on the receipt of such document so executed and delivered by facsimile, email, or other electronic delivery method, as if the original had been received and shall have the same legal validity and enforceability as a manually executed signature.

IN WITNESS WHEREOF, County and Contractor have executed this Option to Renew and Amendment No. 1 on the day and year set forth below.

CITY OF SAN LUIS OBISPO
By: _____________________________________________ Date:______________________ Whitney McDonald, City Manager
ATTEST:

By: _____________________________________________ Date:______________________ Teresa Purrington, City Clerk
REVIEWED:

By: _____________________________________________ Date:______________________ Todd Tuggle, Fire Chief

COUNTY OF SAN LUIS OBISPO
A Public Entity in the State of California
By: _________________________________ Date: _______________________

SLOFD Community Action Team FY 2025-26 Exercise Option to Renew and Amendment No. 1

Nicholas Drews, Health Agency Director
Approved as to form and legal effect.

JON ANSOLABEHERE

COUNTY COUNSEL
By: ________________________________ Date: _______________________ Deputy County Counsel

SLOPD Community Action Team FY 2025-26 Exercise Option to Renew and Amendment No. 1

OPTION TO RENEW AND AMENDMENT No. 1
To the CONTRACT FOR BEHAVIORAL HEALTH SERVICES

COUNTY OF SAN LUIS OBISPO BEHAVIORAL HEALTH SERVICES
Entered into by and between the County of San Luis Obispo, a public entity in the State of California, (hereafter “County”) and the City of San Luis Obispo, a California municipal corporation, (hereafter “City”), together “Parties” and individually “Party”.

WHEREAS, on September 24, 2024, County and Contractor entered into a contract for fiscal year 2024-25 (the “Contract”) under which Contractor agreed to provide certain services; and WHEREAS, County and Contractor have a need to exercise the option to renew the Contract as per Exhibit C, Section 4. “Option to Renew for One Year”; and WHEREAS, County and Contractor have a need to amend the Contract to update the scope of services, other terms and the budget under the Contract; and WHEREAS, the Board of Supervisors delegated to the Health Agency Director or designee the authority to decide whether to exercise the option to renew this Contract for two (2) successive one (1)-year periods; and
WHEREAS, the Board of Supervisors delegated to the Health Agency Director or designee the authority to amend the Contract to exchange, delete, or add to the types of services as per Exhibit D.

NOW THEREFORE, the Parties agree that the Contract is amended as follows:

1. The Contract, Exhibit A, Section 1. “Community Action Team (CAT),” subsection b.1). viii., is deleted and replaced in its entirety with the following:
viii. Assist the CAT in assessing and transporting individuals to be detained under voluntary or involuntary psychiatric/mental health holds, and, when appropriate under the professional judgment of the Licensed Psychiatric Technician, petition for and participate in judicial processes to extend involuntary commitment orders and/or conservatorships of the person.

2. The Contract, Exhibit C, Section 3. “Duration Date.”, subsection a., is deleted and replaced in its entirety with the following:
a. This Contract shall remain in effect from July 1, 2025, until June 30, 2026, unless terminated sooner pursuant to Exhibit D, Section 5., “Termination for Convenience” the Contract.

SLOPD Community Action Team FY 2025-26 Exercise Option to Renew and Amendment No. 1

3. All other terms and conditions of the Contract and any amendments not expressly modified herein shall remain in full force and effect.

4. In any instance in which a provision of this Option to Renew and Amendment No. 1 contradicts or is inconsistent with provisions of the Contract, the provision of this Option to Renew and Amendment No. 1 shall prevail..

5. The effective date of this Option to Renew and Amendment No. 1 shall be July 1, 2025.

6. This Option to Renew and Amendment No. 1 may be executed in counterparts, each of which shall be deemed to be an original, but all of which, when taken together, shall constitute one and the same agreement. This Option to Renew and Amendment No. 1 may be executed and delivered by facsimile, scanned signature, or electronically by any of the Parties and the receiving Party may rely on the receipt of such document so executed and delivered by facsimile, email, or other electronic delivery method, as if the original had been received and shall have the same legal validity and enforceability as a manually executed signature.

IN WITNESS WHEREOF, County and Contractor have executed this Option to Renew and Amendment No. 1 on the day and year set forth below.

CITY OF SAN LUIS OBISPO
By: _____________________________________________ Date:______________________ Whitney McDonald, City Manager
ATTEST:

By: _____________________________________________ Date:______________________ Teresa Purrington, City Clerk
REVIEWED:

By: _____________________________________________ Date:______________________ Rick Scott, Police Chief

COUNTY OF SAN LUIS OBISPO
A Public Entity in the State of California
By: _________________________________ Date: _______________________

SLOPD Community Action Team FY 2025-26 Exercise Option to Renew and Amendment No. 1

Nicholas Drews, Health Agency Director
Approved as to form and legal effect.

JON ANSOLABEHERE

COUNTY COUNSEL
By: ________________________________ Date: _______________________ Deputy County Counsel

Item 7a
Department: Community Development
Cost Center: 4008
For Agenda of: 8/19/2025
Placement: Public Hearing
Estimated Time: 30 minutes
FROM: Timmi Tway, Community Development Director
Prepared By: Hannah Hanh, Associate Planner
SUBJECT: REVIEW OF A PLANNED DEVELOPMENT AMENDMENT TO REVOKE

THE PLANNED DEVELOPMENT OVERLAY, RELATED TO A MIXED-USE DEVELOPMENT PROJECT AT 1144 CHORRO STREET, FOR SEVEN (7) AFFECTED PROPERTIES. THE PROJECT IS EXEMPT FROM
ENVIRONMENTAL REVIEW.

RECOMMENDATION
Recommend the City Council introduce and adopt an Ordinance revoking the Planned Development Overlay (Ordinance No. 1687 [2020 Series]), related to a development project proposed at 1144 Chorro Street, and amending the Zoning Map to rezone the seven (7) associated properties from C-D-PD and C-D-H-PD to C-D and C-D-H, respectively. The project is exempt from environmental review under Section 15301(b)(3) (General Rule Exemption) of the California Environmental Quality Act (CEQA) Guidelines.

PROJECT REQUEST
On behalf of Copeland Properties (Copeland), Jamestown Premier Retail LP (Jamestown), and NKT Commercial (NKT) (Applicants and Affected Property Owners1), Mark Rawson (Representative) has submitted a Planned Development (PD) Amendment (PDEV-0428-2023) to revoke the PD Overlay (Ordinance No. 1687 [2020 Series]) for seven (7) properties located at 1144 Chorro Street; 895, 898, and 973 Higuera Street; and 876 and 890 Marsh Street (Attachment B, Figure 1). Revocation of the PD Overlay would rezone these properties from the Downtown Commercial Zone with Planned Development Overlay (C-D-PD) and Downtown Commercial Zone with Historic and Planned Development Overlays (C-D-H-PD) to Downtown Commercial Zone (C-D) and Downtown Commercial Zone with Historic Overlay (C-D-H), respectively.

1 These three (3) Applicants cumulatively own all properties affected by the PD Overlay, as follows:
 Copeland – 973 Higuera Street
 Jamestown – 895 and 898 Higuera Street; 876 and 890 Marsh Street; and 868 and 870 Monterey Street
 NKT – 1144 Chorro Street

Item 7a
Figure 1 – Area of the PD Overlay2
It should be noted that the approval of the PD Overlay was specific to facilitating the mixed-use development proposed at 1144 Chorro Street (1144 Chorro Mixed-Use Project), which was approved in 2020. However, the Applicants are no longer interested in pursuing this project due to various changes in circumstances. Because this development project will no longer occur, the Applicants are now requesting to revoke the PD Overlay as a clean-up to the Zoning Map. The revocation of this overlay is intended to clarify the regulations that would apply to these properties for future development projects.

DISCUSSION
Background
After a series of public hearings with the Architectural Review Commission, Cultural Heritage Committee, Planning Commission, and City Council in 2019 – 2020, the City Council adopted Ordinance No. 1687 approving the PD Overlay (PDEV-0509-2019 and EID-0475-2019) for seven (7) properties on September 1, 2020 (Staff Report, Minutes).

2 Revocation of the PD Overlay would result in the rezoning of the seven (7) properties outlined in Figure

1. Permanent preservation of an off-site building at 868 and 870 Monterey Street was identified and required as part of the original project approval. Because the property at 868 and 870 Monterey is offsite and not within the PD Overlay, there would be no changes to its zone.

Item 7a
This approval of Ordinance No. 1687 was accompanied by Resolution No. 11160, which is the separate approval on August 18, 2020 for the six-story mixed-use development proposed at 1144 Chorro (ARCH-1687-2018, PDEV-0509-2019, and EID-0475-2019).

The PD Overlay was required to allow the transfer of unused density credits between neighboring properties and to construct the 1144 Chorro Mixed-Use Project at its desired density3. In accordance with San Luis Obispo Municipal Code (SLOMC) Section

17.70.040(B)(1), this PD Overlay identified participating properties at 895, 898, and 973 Higuera Street and 876 and 890 Marsh Street (which are primarily developed with commercial uses) that were willing to transfer their respective unused density credits to consolidate residential development at 1144 Chorro Street.

Changes in Circumstances and Current Status
Following the entitlement approvals in 2020, the following changes have occurred:
 In October 2023, Jamestown sold the property at 1144 Chorro Street to NKT.  As the new Property Owner of 1144 Chorro, NKT is not interested in pursuing (or re-initiating) the 1144 Chorro Mixed-Use Project and has obtained entitlement and building permit approvals to allow different uses at the site4.  Approval of the 1144 Chorro Mixed-Use Project (Resolution No. 11160) expired on August 28, 2024
5 . Because this PD Overlay is specific to facilitating the 1144 Chorro Mixed-Use Project and does not have any transferrable purpose or benefit, the overlay is no longer needed and unnecessarily references the requirements of an expired development project on the Zoning Map.
 There is public interest in developing other properties within the PD Overlay on an individual basis6.

Due to these various changes in circumstances, the owners of all seven (7) affected properties have requested to revoke the PD Overlay (Attachment B).

3 The application of development standards, including the calculation for maximum residential density, generally follows the lot lines of an individual lot and does not extend to the greater boundaries of a project site, which may comprise of multiple lots, unless otherwise allowed through a discretionary approval (e.g., PD Overlay, Specific Plan, etc.).
4 A Minor Use Permit (USE-0455-2024) was approved for a proposed office use on October 24, 2024, and a building permit (BLDG-0088-2025) was issued for the associated tenant improvements on April 28, 2025.

This building is intended for the combined function of Cal Poly’s Mustang Shop, Center for Innovation [CIE], and Small Business Development Center [SBDC]. Removal of this PD Overlay was not required to allow changes in commercial uses at the site.
5 The expiration date of this project approval was automatically tolled and extended by multiple State and Local emergency ordinances during the COVID-19 Pandemic. The last of these actions includes the City Council’s adoption of Resolution No. 11396, which terminated the Declaration of a Local Emergency for the COVID-19 Pandemic and provided an automatic 18-month time extension for all discretionary approvals until August 28, 2024. An additional time extension was not requested as allowed by SLOMC Section

17.104.070, and this approval expired on August 28, 2024. 6 Agenda correspondence for the Planning Commission’s initial review on July 9, 2025 indicates that there is interest in developing a mixed-use project at 973 Higuera Street, which is currently located within the PD Overlay.

Item 7a
While development approvals may expire if an Applicant does not move forward with subsequent steps in the permitting process, the adoption of a PD Overlay is an amendment to the Zoning Map that does not expire. Therefore, per SLOMC Section

17.48.100, a rezoning process, which includes review by the Planning Commission and adoption by the City Council, is required to remove the PD Overlay.

Analysis of the Request
On July 9, 2025, the Planning Commission reviewed and unanimously recommended the City Council revoke the PD Overlay because required findings for its initial approval would no longer be applicable and/or met (Resolution), based on the following:

1. The purpose of adopting this PD Overlay in 2020 was to facilitate a specific accompanying project at 1144 Chorro Street;

2. Approval of that accompanying project at 1144 Chorro Street (ARCH-1687- 2018, PDEV-0509-2019, and EID-0475-2019) has expired;

3. Any community benefits and mandatory project features required of, or resulting from, the development project would no longer occur because the accompanying project approval has expired and the property owner of 1144 Chorro Street does not wish to re-initiate;

4. All current owners of the seven (7) affected properties do not wish to re-initiate the project as previously approved;

5. The property owner of 1144 Chorro Street has actively pursued entitlement and building permit approvals for different uses at the property;

6. The PD Overlay encumbers seven (7) properties in downtown, not under common ownership, by referring to an expired project approval on the Zoning Map; and

7. Revocation of the PD Overlay would amend and clean up the Zoning Map by removing the reference to an expired project approval and its associated requirements (e.g., mitigation measures from the environmental review; deviations allowed by the PD overlay; conditions of approval, etc.). Revocation would provide clarity in applicable regulations of the affected properties and remove unnecessary restrictions on development thereof.

While the PD Overlay does not preclude changes in use (e.g., changes in commercial uses) for these properties, it may result in confusion and/or cause conflict for future development projects that include the construction of new residential units because one of the primary purposes of this PD Overlay is to allow the transfer of density credits. To address potential confusion and/or conflict related to the number of allowable density units for individual properties affected by the overlay, revocation of the PD Overlay is recommended as a clean-up to the Zoning Map.

Item 7a
If the City Council revokes the PD Overlay, the seven (7) affected properties would be rezoned from C-D-PD and C-D-H-PD to C-D and C-D-H, respectively. These were the zones in place prior to the PD Overlay approval. Any future development proposed on these properties would be subject to requirements of the underlying C-D zone, and Historic Overlay (H) as appropriate.

Public Engagement
In accordance with Government Code Section 65854, public notice was provided at least 20 days before the Planning Commission hearing on July 9, 2025, and this City Council hearing on August 19, 2025. The public has the opportunity to comment on the item before and/or at each hearing. If the City Council moves forward with introducing the ordinance to revoke the overlay, public notice would be provided as required for the subsequent City Council hearing for the second reading to adopt the ordinance.

CONCURRENCE
The Council Agenda Report was reviewed by the Community Development Department, Finance Department, City Attorney, and City Administration for concurrence.

ENVIRONMENTAL REVIEW
The project is exempt from environmental review under Section 15301(b)(3) (General Rule Exemption) of the CEQA Guidelines. This “Common Sense” exemption states that CEQA only applies to projects that have the potential for causing significant effect on the environment. Since the scope of this request is limited to an amendment on the Zoning Map and does not facilitate any development project, it would not have an effect on the environment. Additionally, the mitigation measures required as part of the PD Overlay adoption in 2020 were only applicable to the development project for 1144 Chorro Street as proposed at the time. Should there be any new development proposed at 1144 Chorro Street or any of the other affected properties, those projects would be evaluated on an individual basis for consistency and compliance with all applicable regulations in effect at that time, including environmental review.

FISCAL IMPACT
Budgeted: N/A Budget Year: 2025-26
Funding Identified: Yes

Item 7a
Fiscal Analysis
Funding
Sources
Total Budget
Available
Current
Funding
Request
Remaining
Balance
Annual
Ongoing
Cost
General Fund $ N/A $ 0 $ 0 $ 0
State
Federal
Fees
Other:

Total $N/A $ 0 $ 0 $ 0
The PD Amendment application for this revocation request was paid by the Applicant, and there is no upfront cost resulting from the revocation of the PD Overlay on the Zoning Map. If Council adopts the Ordinance to revoke the overlay, subsequent development projects proposed on these properties would be subject to the appropriate permitting applications, which are applicant-funded review processes.

ALTERNATIVES

1. Continue the review of the revocation request. An action to continue the review of the revocation request should include a detailed list of additional information and/or analysis required to make a decision.

2. Do not introduce and adopt the Ordinance to revoke the PD Overlay. Retention of the PD Overlay would mean that a reference to an expired development project and its associated requirements would remain on the Zoning Map. If the reference remains, it may result in (a) confusion related to the number of allowable density units for individual properties affected by the overlay and/or (b) conflict for future development projects that include the construction of new residential units because one of the primary purposes of this PD Overlay is to allow the transfer of density credits to a specific property at 1144 Chorro Street.

ATTACHMENTS
A. Draft Ordinance revoking the Planned Development Overlay (Ordinance No. 1687 [2020 Series]) related to a development project at 1144 Chorro Street B. Request for Revocation of the PD Overlay

O _____
ORDINANCE NO. _____ (2025 SERIES)

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

OBISPO, CALIFORNIA, REVOKING THE PLANNED DEVELOPMENT
OVERLAY (ORDINANCE 1687 [2020 SERIES]), RELATED TO A
DEVELOPMENT PROJECT PROPOSED AT 1144 CHORRO STREET,
AND AMENDING THE ZONING MAP TO REZONE THE SEVEN (7)

ASSOCIATED PROPERTIES FROM C-D-PD AND C-D-H-PD TO C-D
AND C-D-H, RESPECTIVELY. THE PROJECT IS EXEMPT FROM
ENVIRONMENTAL REVIEW (CEQA) (1144 CHORRO STREET; 895, 898, AND 973 HIGUERA STREET; 876 AND 890 MARSH STREET; AND 868 AND 870 MONTEREY STREET; PDEV-0428-2023)
WHEREAS, the City Council of the City of San Luis Obispo conducted a public hearing in the Council Chambers of City Hall, 990 Palm Street, San Luis Obispo, California, on September 17, 2019, initiating the project review with consideration of the Community Benefits and Mandatory Project Features for the Planned Development Overlay (PD Overlay), pursuant to a proceeding instituted under ARCH-1687-2018, PDEV-0509-2019, and EID-0475-2019; Mark Rawson, applicant; and WHEREAS, the Architectural Review Commission of the City of San Luis Obispo conducted a web-based public hearing on June 1, 2020, recommending approval of the project with direction to the Planning Commission for consistency with the Community Design Guidelines, pursuant to a proceeding instituted under ARCH-1687-2018, PDEV0509-2019, and EID-0475-2019; Mark Rawson, applicant; and WHEREAS, the Cultural Heritage Committee of the City of San Luis Obispo conducted a web-based public hearing on June 22, 2020, recommending approval of the project with direction to the Planning Commission for consistency with the Historic Preservation Ordinance and Historic Preservation Program Guidelines, pursuant to a proceeding instituted under ARCH-1687-2018, PDEV-0509-2019, and EID-0475-2019; Mark Rawson, applicant; and
WHEREAS, the Planning Commission of the City of San Luis Obispo conducted a web-based public hearing on July 8, 2020, recommending approval of the project with direction to the City Council for consistency with the General Plan and Zoning Regulations, pursuant to a proceeding instituted under ARCH-1687-2018, PDEV-0509- 2019, and EID-0475-2019; Mark Rawson, applicant; and
WHEREAS, the City Council of the City of San Luis Obispo conducted a webbased public hearing on August 18, 2020, introducing an ordinance amending the Zoning Regulations Map to change the zoning designation of seven (7) properties from C-D-H to C-D-H-PD and C-D to C-D-PD for a PD Overlay; and approving the development of a six-story mixed-use building consisting of approximately 30,000 square feet of commercial/office space and 50 residential dwelling units pursuant to a proceeding instituted under ARCH-1687-2018, PDEV-0509-2019 and EID-0475-2019; Mark Rawson, applicant; and

Ordinance No. ______ (2025 Series) Page 2
O ______
WHEREAS, the City Council of the City of San Luis Obispo conducted a webbased public hearing on September 1, 2020, approving the PD Overlay for seven (7) properties within the Downtown Commercial Zone and adopting an ordinance (Ordinance No. 1687 [2020 Series]) amending the Zoning Regulations Map to change the zoning designation of the associated properties from C-D to C-D-PD and C-D-H to C-D-H-PD pursuant to a proceeding instituted under PDEV-0509-2019 and EID-0475- 2019; Mark Rawson, applicant; and
WHEREAS, the City Council’s approval of a six-story mixed-use development consisting of approximately 30,000 square feet of commercial/office space and 50 residential dwelling units, instituted under ARCH-1687-2018, PDEV-0509-2019 and EID0475-2019, expired on August 28, 2024, and the property owner of 1144 Chorro Street does not wish to re-initiate; and
WHEREAS, the City’s Community Development Department received a complete application submittal on May 15, 2025, confirming that all affected owners of the seven (7) associated properties are in agreement and requesting to revoke the PD Overlay, related to the development project proposed at 1144 Chorro, instituted under PDEV0428-2023; and WHEREAS, the Planning Commission of the City of San Luis Obispo conducted a public hearing in the Council Chamber of City Hall, 990 Palm Street, San Luis Obispo, California on July 9, 2025, recommending the City Council revoke the PD Overlay related to the development project proposed at 1144 Chorro and amend the Zoning Map to rezone the seven (7) associated properties from C-D-PD and C-D-H-PD to C-D and C-DH, pursuant to a proceeding under PDEV-0428-2023; Copeland Properties, Jamestown Premier Retail LP, and NKT Commercial, applicants; and
WHEREAS, the City Council of the City of San Luis Obispo conducted a public hearing in the Council Chamber of City Hall, 990 Palm Street, San Luis Obispo, California on August 19, 2025, for the purpose of introducing an Ordinance to revoke the PD Overlay related to the development project proposed at 1144 Chorro and amend the Zoning Map to rezone the seven (7) associated properties from C-D-PD and C-D-H-PD to C-D and CD-H, pursuant to a proceeding under PDEV-0428-2023; Copeland Properties, Jamestown Premier Retail LP, and NKT Commercial, applicants; and WHEREAS, notices of said public hearing were made at the time and in the manner required by law; and
WHEREAS, the City Council has duly considered all evidence, including the testimony of interested parties and the evaluation and recommendation by staff, presented at said hearing.

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

Ordinance No. ______ (2025 Series) Page 3
O ______
SECTION 1. Findings. Based upon all evidence, the City Council revokes the Planned Development Overlay, related to the development project at 1144 Chorro Street, because the required findings previously made for Ordinance No. 1687 (2020 Series) would no longer be applicable and/or met, based on the following:

1. The purpose of adopting this PD Overlay in 2020 was to facilitate a specific accompanying project at 1144 Chorro Street;

2. Approval of that accompanying project at 1144 Chorro Street (ARCH-1687- 2018, PDEV-0509-2019, and EID-0475-2019) has expired;

3. Any community benefits and mandatory project features required of, or resulting from, the development project would no longer occur because the accompanying project approval has expired and the property owner of 1144 Chorro Street does not wish to re-initiate;

4. All current owners of the seven (7) affected properties do not wish to re-initiate the project as previously approved;

5. The property owner of 1144 Chorro Street has actively pursued entitlement and building permit approvals for different uses at the property;

6. The PD Overlay encumbers seven (7) properties in downtown, not under common ownership, by referring to an expired project approval on the Zoning Map; and

7. Revocation of the PD Overlay would amend and clean up the Zoning Map by removing the reference to an expired project approval and its associated requirements (e.g., mitigation measures from the environmental review; deviations allowed by the PD overlay; conditions of approval, etc.). Revocation would provide clarity in applicable regulations of the affected properties and remove unnecessary restrictions on development thereof.

SECTION 2. Environmental Determination. The project is exempt from environmental review under Section 15301(b)(3) (General Rule Exemption) of the California Environmental Quality Act (CEQA) Guidelines. This “Common Sense” exemption states that CEQA only applies to projects that have the potential for causing significant effect on the environment. Since the scope of this request is limited to an amendment on the zoning map and does not facilitate any development project, it would not have an effect on the environment. Additionally, the mitigation measures required as part of the PD Overlay adoption in 2020 were only applicable to the development project for 1144 Chorro Street as proposed at the time. Should there be any development proposed on 1144 Chorro Street or any of the other affected properties, those projects would be evaluated on an individual basis for consistency and compliance with all applicable regulations in effect at that time, including environmental review.

Ordinance No. ______ (2025 Series) Page 4
O ______
SECTION 3. Action. The City Council hereby adopts an ordinance to revoke the PD Overlay, related to a development project proposed at 1144 Chorro Street, and rezone the seven (7) associated properties from C-D-PD and C-D-H-PD to C-D and C-D-H, respectively, as shown in Exhibit A and incorporated herein.

EXHIBIT A
Proposed Zoning Map with the C-D and C-D-H Zones

Ordinance No. ______ (2025 Series) Page 5
O _____
SECTION 4. A summary of this ordinance, together with the names of the Council members voting for and against, shall be published at least 5 days prior to its final passage, in the New Times, a newspaper published and circulated in this City. The Ordinance shall be effective 30 days after its final passage.

INTRODUCED on the _____ day of _______ 2025, AND FINALLY ADOPTED by the Council of the City of San Luis Obispo on the ___ day of ________, 2025, on the following vote:

AYES:

NOES:

RECUSED:

ABSENT:
__________________________
Mayor Erica A. Stewart
ATTEST:
_________________________
Teresa Purrington,
City Clerk
APPROVED AS TO FORM:
__________________________
J. Christine Dietrick,
City Attorney
IN WITNESS WHEREOF, I have hereunto set my hand and affixed the official seal of the City of San Luis Obispo, California, on ______________________. __________________________
Teresa Purrington,
City Clerk

973 Higuera
Copelands Properties
1026 Chorro Street
San Luis Obispo, CA 93401
May 14, 2025
Community Development Department
919 Palm Street
San Luis Obispo, CA 93401
Attn: Hannah Hanh, Planning Division
805-781-7432
[email protected]
Re: 1144 Chorro Street PD Abandonment
Dear Hannah,
1144 Chorro Street, San Luis Obispo received an entitlement in 2019 for Development Review approval (ARCH-1687-2018) and environmental review (EID-0475-2019).

We are confirming the following as requested, in connection with removal of the PD Overlay. x Jamestown is no longer the property owner. The property was sold to NKT Commercial in October 2023.
x The 1144 Chorro six-story project is not being pursued, and we do not propose any amendment to the existing entitlement.
x City staff have been asked to move forward with revoking / removing the PD overlay across all affected parcels (which includes 973 Higuera).

Please feel free to contact me if you need anything further.

Thank you,
Mark Rawson AIA
[email protected]
805-440-4521
Cc: Mike Copeland

ATTACHMENT B

Jamestown SLO Premier Retail LP
1026 Chorro Street, Suite 270
San Luis Obispo, CA 93401
May 14, 2025
Community Development Department
919 Palm Street
San Luis Obispo, CA 93401
Attn: Hannah Hanh, Planning Division
805-781-7432
[email protected]
Re: 1144 Chorro Street PD Abandonment
Dear Hannah,
1144 Chorro Street, San Luis Obispo received an entitlement in 2019 for Development Review approval (ARCH-1687-2018) and environmental review (EID-0475-2019).

We are confirming the following as requested, in connection with removal of the PD Overlay. x Jamestown is no longer the property owner. The property was sold to NKT Commercial in October 2023.
x The 1144 Chorro project is not being pursued, and we do not propose any amendment to the existing entitlement.
x City staff has been asked to move forward with revoking / removing the PD overlay across all affected parcels (which includes 973 Higuera).

Please feel free to contact me if you need anything further.

Thank you,
Mark Rawson AIA
[email protected]
805-440-4521
Cc: Vivian McDiarmid, Jamestown
David Grey, Jamestown

ATTACHMENT B