HomeMy WebLinkAboutCC_2023_09_12_AgendaPacket CITY OF ATASCADERO CITY COUNCIL AGENDA
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HOW TO SUBMIT PUBLIC COMMENT:
Individuals who wish to provide public comment in-person may attend the meeting in
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If you wish to comment but not via a live platform, please email public comments to
cityclerk@atascadero.org. Such email comments must identify the Agenda Item Number
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to consideration of the agenda, the public is encouraged to submit comments no later
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received after that time, but before the close of the item, will be distributed to the City Council,
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Please note, email comments will not be read into the record.
AMERICAN DISABILITY ACT ACCOMMODATIONS:
Any member of the public who needs accommodations should contact the City
Clerk’s Office at cityclerk@atascadero.org or by calling 805-470-3400 at least 48
hours prior to the meeting or time when services are needed. The City will use their
best efforts to provide reasonable accommodations to afford as much accessibility
as possible while also maintaining public safety in accordance with the City procedure
for resolving reasonable accommodation requests.
City Council agendas and minutes may be viewed on the City's website:
www.atascadero.org/agendas.
Copies of the staff reports or other documentation relating to each item of business referred to on
the Agenda are on file in the office of the City Clerk and are available for public inspection on our
website, www.atascadero.org. Contracts, Resolutions and Ordinances will be allocated a number
once they are approved by the City Council. The Minutes of this meeting will reflect these numbers.
All documents submitted by the public during Council meetings that are made a part of the record or
referred to in their statement will be noted in the Minutes and available for review by contacting the
City Clerk's office. All documents will be available for public inspection by appointment during City
Hall business hours.
Page 1 of 72
CITY OF ATASCADERO
CITY COUNCIL
AGENDA
Tuesday, September 12, 2023
City Hall Council Chambers, Fourth Floor
6500 Palma Avenue, Atascadero, California
REGULAR SESSION – CALL TO ORDER: 6:00 P.M.
PLEDGE OF ALLEGIANCE: Council Member Bourbeau
ROLL CALL: Mayor Moreno
Mayor Pro Tem Funk
Council Member Bourbeau
Council Member Dariz
Council Member Newsom
APPROVAL OF AGENDA: Roll Call
Recommendation: Council:
1. Approve this agenda; and
2. Waive the reading in full of all ordinances appearing on this agenda, and the titles
of the ordinances will be read aloud by the City Clerk at the first reading, after the
motion and before the City Council votes.
A. CONSENT CALENDAR: (All items on the consent calendar are considered to be routine
and non-controversial by City staff and will be approved by one motion if no member of
the Council or public wishes to comment or ask questions. If comment or discussion is
desired by anyone, the item will be removed from the Consent Calendar and will be
considered in the listed sequence with an opportunity for any member of the public to
address the Council concerning the item before action is taken.)
1. City Council Draft Minutes – August 8, 2023 Regular Meeting and August 30,
2023 Special Meeting and General Plan Update Workshop
▪ Recommendation: Council approve the August 8, 2023 Draft City Council
Regular Meeting Minutes and the August 30, 2023 Draft City Council Special
Meeting and General Plan Workshop Update Minutes. [City Clerk]
City Council Regular Session: 6:00 P.M.
Page 2 of 72
2. July 2023 Accounts Payable and Payroll
▪ Fiscal Impact: $5,826,606.69.
▪ Recommendation: Council approve certified City accounts payable, payroll
and payroll vendor checks for July 2023. [Administrative Services]
3. June 2023 Investment Report
▪ Fiscal Impact: None.
▪ Recommendation: Council receive and file the City Treasurer’s report for
quarter ending June 30, 2023. [City Treasurer]
4. Equipment Procurement for Sewer Lift Station No. 7
▪ Fiscal Impact: $108,300 in budgeted wastewater funds.
▪ Recommendation: Council approve the purchase of a Motor Control Center for
Sewer Lift Station No. 7 from Tesco Controls, Inc. for $108,300. [Public Works]
UPDATES FROM THE CITY MANAGER: (The City Manager will give an oral report on any
current issues of concern to the City Council.)
COMMUNITY FORUM: (This portion of the meeting is reserved for persons wanting to
address the Council on any matter not on this agenda and over which the Council has
jurisdiction. Speakers are limited to three minutes. Please state your name for the record
before making your presentation. Comments made during Community Forum will not be a
subject of discussion. A maximum of 30 minutes will be allowed for Community Forum,
unless changed by the Council. Comments will be allowed for the entire 30-minute period
so if the final speaker has finished before the 30 minute period has ended and a member of
the public wishes to make a comment after the Council has commenced another item, the
member should alert the Clerk within the 30 minute period of their desire to make a comment
and the Council will take up that comment upon completion of the item which was
commenced. Any members of the public who have questions or need information may
contact the City Clerk’s Office, between the hours of 8:30 a.m. and 5:00 p.m. at (805) 470-
3400, or cityclerk@atascadero.org.)
B. PUBLIC HEARINGS:
1. Affordable Housing Development Impact Fee Deferral Policy
▪ Fiscal Impact: Defers $3,000,000 in impact fees and wastewater capacity
charges for duration of deferment.
▪ Recommendation: Council:
1. Adopt a resolution approving a policy to allow deferral of development
impact fees and wastewater capacity charges for affordable housing
projects in accordance with City Housing Element Policy; and
2. Introduce an ordinance to amend the Municipal Code, Title 3-14.070, to
include the deferral of impact fees for affordable housing projects as an
option for payment for impact fees. [Community Development]
C. MANAGEMENT REPORTS: None
Page 3 of 72
D. COUNCIL ANNOUNCEMENTS AND COMMITTEE REPORTS: (On their own
initiative, Council Members may make a brief announcement or a brief report on their
own activities. The following represent standing committees. Informative status
reports will be given, as felt necessary):
Mayor Moreno
1. City Selection Committee
2. County Mayors Round Table
3. Regional Economic Action Coalition (REACH)
4. SLO Council of Governments (SLOCOG)
5. SLO Regional Transit Authority (RTA)
Mayor Pro Tem Funk
1. Atascadero Basin Ground Water Sustainability Agency (GSA)
2. Design Review Committee
3. Homeless Services Oversight Council
Council Member Bourbeau
1. City of Atascadero Finance Committee
2. City / Schools Committee
3. Integrated Waste Management Authority (IWMA)
4. SLO County Water Resources Advisory Committee (WRAC)
Council Member Dariz
1. Air Pollution Control District
2. California Joint Powers Insurance Authority (CJPIA) Board
3. Community Action Partnership of San Luis Obispo (CAPSLO)
4. Design Review Committee
5. Visit SLO CAL Advisory Committee
Council Member Newsom
1. City of Atascadero Finance Committee
2. City / Schools Committee
3. League of California Cities – Council Liaison
E. INDIVIDUAL DETERMINATION AND / OR ACTION: (Council Members may ask a
question for clarification, make a referral to staff or take action to have staff place a
matter of business on a future agenda. The Council may take action on items listed
on the Agenda.)
1. City Council
2. City Clerk
3. City Treasurer
4. City Attorney
5. City Manager
ADJOURNMENT
Page 4 of 72
ITEM NUMBER: A-1
DATE: 09/12/23
CITY OF ATASCADERO
CITY COUNCIL
DRAFT MINUTES
Tuesday, August 8, 2023
City Hall Council Chambers, Fourth Floor
6500 Palma Avenue, Atascadero, California
Mayor Pro Tem Funk to participate via teleconference from:
Westin Kansas City, Business Center
1 East Pershing Road, Kansas City, Missouri
CITY COUNCIL CLOSED SESSION:
Mayor Moreno called Closed Session to order at 5:00 p.m.
1. CLOSED SESSION — PUBLIC COMMENT – None
2. COUNCIL LEAVES CHAMBERS TO BEGIN CLOSED SESSION
3. CLOSED SESSION — CALL TO ORDER
a. Conference with Legal Counsel – Existing Litigation
Government Code Sec. 54956.9(d)(1)
Name of Case: Sunderland v. City of Atascadero
San Luis Obispo Superior Court Case No. 21CVP-0074
4. CLOSED SESSION — ADJOURNMENT
5. COUNCIL RETURNS
6. CLOSED SESSION — REPORT
City Attorney Pierik reported that there was no reportable action from Closed Session.
REGULAR SESSION — CALL TO ORDER: 6:00 P.M.
Mayor Moreno called the meeting to order at 6:00 p.m. and led the Pledge of Allegiance.
City Council Closed Session: 5:00 P.M.
City Council Regular Session: 6:00 P.M.
Page 5 of 72
ITEM NUMBER: A-1
DATE: 09/12/23
ROLL CALL:
Present: Council Members Bourbeau, Dariz, Newsom, Mayor Pro Tem Funk (by
teleconference), and Mayor Moreno
Absent: None
Others Present: None
Staff Present: City Manager Jim Lewis, Administrative Services Director Jeri Rangel,
Community Development Director Phil Dunsmore, Fire Chief Casey
Bryson, Interim Police Chief Joe Allen, Public Works Director Nick
DeBar, City Attorney Brian Pierik, Deputy City Manager/City Clerk Lara
Christensen, Deputy City Manager – IT Luke Knight, Deputy Public
Works Director Ryan Hayes, and Public Works Analyst Ryan Betz.
APPROVAL OF AGENDA:
MOTION: By Council Member Bourbeau and seconded by Council Member Dariz to:
1. Approve this agenda; and
2. Waive the reading in full of all ordinances appearing on this
agenda, and the titles of the ordinances will be read aloud by
the City Clerk at the first reading, after the motion and before
the City Council votes.
Motion passed 5:0 by a roll-call vote.
PRESENTATIONS:
1. Distinguished Service Awards—Corporal Christopher Hall, Corporal Craig
Martineau, Corporal Rene Vasquez, and Officer Zachary Yeaman-Sanchez
Kerrville Chief (former Atascadero Police Chief) Jerel Haley, together with Interim Police
Chief Allen and Sergeant Kellye Netz, presented the awards to Corporal Hall, Corporal
Martineau, D.A. Investigator (former Atascadero Corporal) Vasquez, and Sheriff Deputy
(former Atascadero Officer) Yeaman-Sanchez for their service during the June 2020 active
shooter incident in Paso Robles.
A. CONSENT CALENDAR:
1. City Council Draft Action Minutes – July 11, 2023
▪ Recommendation: Council approve the July 11, 2023 Draft City Council
Regular Meeting Minutes. [City Clerk]
2. June 2023 Accounts Payable and Payroll
▪ Fiscal Impact: $2,212,060.81.
▪ Recommendation: Council approve certified City accounts payable, payroll
and payroll vendor checks for June 2023. [Administrative Services]
3. Lake Park Pier and Pedestrian Pathway Project Construction Award
▪ Fiscal Impact: $217,169.
Page 6 of 72
ITEM NUMBER: A-1
DATE: 09/12/23
▪ Recommendation: Council award a construction contract for $217,169 to
Atkinson Concrete Construction, Inc. for the Lake Park Pier and Pedestrian
Pathway Project (Project No. C2021P01). [Public Works]
4. Final Parcel Map AT 22-0111 Del Rio Marketplace
▪ Fiscal Impact: None.
▪ Recommendation: Council:
1. Approve Final Parcel Map AT22-0111 for Del Rio Marketplace,
reconfiguring five connected parcels into a seven-parcel commercial
subdivision; and
2. Accept on behalf of the public the offers of dedication for public utility
easements, street right-of-way along Del Rio Road, and public storm drain
easements; and
3. Reject on behalf of the public the maintenance of the offered public storm
drain easements; and
4. Authorize the City Manager to execute a Subdivision Improvement
Agreement with M P Annex, LLC for public improvements on El Camino
Real and Del Rio Road required to be completed with Final Parcel Map AT
22-0111. [Public Works]
5. Structural Firefighting Personal Protective Equipment Replacement
▪ Fiscal Impact: $136,774.
▪ Recommendation: Council authorize the City Manager to execute a contract
with Allstar Fire Equipment, Inc. for a total cost of $136,774 for the purchase
of replacement Structural Firefighting Personal Protective Equipment.
[Fire Department]
MOTION: By Council Member Bourbeau and seconded by Council Member
Newsom to approve the Consent Calendar. (#A-3: Contract No.
2023-021) (#A-4: Contract No. 2023-022) (#A-5: Contract No. 2023-
023)
Motion passed 5:0 by a roll-call vote.
UPDATES FROM THE CITY MANAGER:
City Manager Lewis gave an update on projects and events within the City.
COMMUNITY FORUM:
The following persons spoke in-person by telephone or through the webinar: Heather
Howell, Cynthia Kavorkian, James Worthley, and Geoff Auslen
B. PUBLIC HEARINGS:
1. Confirming the Cost of Vegetative Growth and/or Refuse Abatement
▪ Fiscal Impact: The City will receive $58,355.72 from the 2023/2024 property
tax rolls in weed abatement/refuse abatement assessments.
▪ Recommendation: Council adopt Draft Resolution, confirming the cost of
vegetative growth (weeds) and/or refuse (rubbish) abatement.
[Fire Department]
Ex Parte: None
Page 7 of 72
ITEM NUMBER: A-1
DATE: 09/12/23
Chief Bryson gave the report and answered questions of the Council.
PUBLIC COMMENT:
The following persons spoke on this item: None
Mayor Moreno closed the Public Comment period.
MOTION: By Council Member Bourbeau and seconded by Council Member
Newsom to adopt Resolution No. 2023-065, confirming the cost of
vegetative growth (weeds) and/or refuse (rubbish) abatement
Motion passed 5:0 by a roll-call vote.
C. MANAGEMENT REPORTS:
1. Public Safety Facility Project Owner’s Representative Services Contract
▪ Fiscal Impact: $2,597,084.
▪ Recommendation: Council award a professional services agreement with
Vanir Construction Management, Inc. for $2,597,084 to provide Owner’s
Representative services for the Atascadero Public Safety Facility Project
(Project No. C2021B01). [Public Works]
Public Works Director DeBar gave the report and answered questions from the Council.
PUBLIC COMMENT:
The following persons spoke on this item: Geoff Auslen
Mayor Moreno closed the Public Comment period.
MOTION: By Council Member Bourbeau and seconded by Council Member
Dariz to award a professional services agreement (Contract No.
2023-024) with Vanir Construction Management, Inc. for $2,597,084
to provide Owner’s Representative services for the Atascadero
Public Safety Facility Project (Project No. C2021B01).
Motion passed 5:0 by a roll-call vote.
2. Water Reclamation Facility Update and Alternatives Analysis Presentation
▪ Fiscal Impact: $2,750,000.
▪ Recommendation: Council receive and file the Water Reclamation Facility
Alternatives Analysis and direct staff to move forward into the design phase
for the Water Reclamation Facility replacement. [Public Works]
Public Works Director DeBar gave a brief introduction and consultant Dylan Wade, of WSC,
gave the report and answered questions from the Council.
PUBLIC COMMENT:
The following persons spoke on this item: None
Mayor Moreno closed the Public Comment period.
Page 8 of 72
ITEM NUMBER: A-1
DATE: 09/12/23
The Council received and filed the Water Reclamation Facility
Alternatives Analysis and directed staff to move forward into the
design phase for the Water Reclamation Facility replacement.
Mayor Moreno recessed the meeting at 8:00 p.m.
Mayor Moreno reconvened the meeting with all present at 8:12 p.m.
3. Waste Management Contract
▪ Fiscal Impact: City receives 10% of gross revenues collected.
▪ Recommendation: Council adopt Draft Resolution, authorizing the City
Manager to execute a contract with USA Waste Alternative, Inc. (dba
Atascadero Waste Alternatives) for the exclusive curbside collection of trash,
commingled recyclables, and organic waste within City limits. [City Manager]
Deputy City Manager Christensen gave the report and answered questions from the Council.
PUBLIC COMMENT:
The following persons spoke on this item: None
Mayor Moreno closed the Public Comment period.
MOTION: By Council Member Bourbeau and seconded by Council Member
Newsom to adopt Resolution No. 2023-066, authorizing the City
Manager to execute a contract with USA Waste Alternative, Inc. (dba
Atascadero Waste Alternatives) for the exclusive curbside
collection of trash, commingled recyclables, and organic waste
within City limits.
Motion passed 5:0 by a roll-call vote. (Contract No. 2023-025)
D. COUNCIL ANNOUNCEMENTS AND COMMITTEE REPORTS:
Mayor Moreno briefly explained the difference between Council Announcements and
Committee Reports.
The following Council Members gave brief update reports on their committees since their
last Council meeting:
Mayor Moreno
1. SLO Council of Governments (SLOCOG)
Mayor Moreno noted that she was working on a letter of recognition for the 50th Anniversary
of Colony Days and asked that any Council Member interested in signing on to the letter
contact the City Clerk’s Office.
Mayor Pro Tem Funk
1. Homeless Services Oversight Council
Council Member Bourbeau
1. Integrated Waste Management Authority (IWMA)
Council Member Dariz
3. Design Review Committee
Page 9 of 72
ITEM NUMBER: A-1
DATE: 09/12/23
E. INDIVIDUAL DETERMINATION AND / OR ACTION:
Mayor Moreno gave a brief explanation of the Individual Determination and/or Action section
of the Agenda.
1. City Council
a. Mayor Pro Tem Funk noted that she too was working on a letter of
recognition for the Colony Days Committee and Maggie Vandergon and
would work with the Mayor.
F. ADJOURN
Mayor Moreno adjourned the meeting at 8:41 p.m.
MINUTES PREPARED BY:
______________________
Lara K. Christensen
Deputy City Manager / City Clerk
APPROVED:
Page 10 of 72
ITEM NUMBER: A-1
DATE:
ATTACHMENT:
09/12/23
1
CITY OF ATASCADERO
CITY COUNCIL
DRAFT MINUTES
Wednesday, August 30, 2023
City Hall Council Chambers, Fourth Floor
6500 Palma Avenue, Atascadero, California
SPECIAL SESSION — CALL TO ORDER: 5:00 P.M.
Mayor Moreno called the meeting to order at 5:03 p.m. and Mayor Pro Tem Funk led the
Pledge of Allegiance.
ROLL CALL:
Present: Council Members Bourbeau, Dariz, Newsom, Mayor Pro Tem Funk, and
Mayor Moreno
Absent: None
Others Present: None
Staff Present: City Manager Jim Lewis, Administrative Services Director Jeri Rangel,
Community Development Director Phil Dunsmore, Fire Chief Casey
Bryson, Public Works Director Nick DeBar, Deputy City Manager/City
Clerk Lara Christensen, Deputy City Manager – IT Luke Knight, and
Senior Planner Kelly Gleason.
APPROVAL OF AGENDA: Roll Call
Recommendation: Council:
1. Approve this agenda; and
2. Waive the reading in full of all ordinances appearing on this agenda, and the titles
of the ordinances will be read aloud by the City Clerk at the first reading, after the
motion and before the City Council votes.
MOTION: By Council Member Bourbeau and seconded by Mayor Pro Tem Funk to:
1. Approve this agenda; and
City Council Special Session and
General Plan Update Workshop: 5:00 P.M.
Page 11 of 72
ITEM NUMBER: A-1
DATE:
ATTACHMENT:
09/12/23
1
2. Waive the reading in full of all ordinances appearing on this
agenda, and the titles of the ordinances will be read aloud by
the City Clerk at the first reading, after the motion and before
the City Council votes.
Motion passed 5:0 by a roll-call vote.
A. CONSENT CALENDAR:
1. Downtown District Pavement Rehabilitation Project – Phase 1 Construction
Contract Award
▪ Fiscal Impact: $530,475.
▪ Recommendation: Council award a construction contract for $530,475 to G.
Sosa Construction for Phase 1 of the Downtown District Pavement
Rehabilitation Project (Project No. C2021R02[1]). [Public Works]
2. 2023 Storm Debris Removal from Atascadero Creek and Graves Creek
Contract Award
▪ Fiscal Impact: Approving staff recommendations will result in estimated
expenditures up to $330,000.
▪ Recommendation: Council award a contract for $243,200 to A&T Arborists and
Vegetation Management for the 2023 Storm Debris Removal from Atascadero
Creek and Graves Creek Project (Project No. Z2023E10). [Public Works]
3. San Marcos Road Emergency Repair and Stabilization Project Construction
Contract Award
▪ Fiscal Impact: The fiscal impact of this action is the expenditure of up to
$1,310,000 in FHWA funding and up to $143,400 in unbudgeted Local
Transportation Funds.
▪ Recommendation: Council:
1. Award a construction contract for $690,662 to Souza Engineering
Contracting, Inc. for the San Marcos Road Emergency Repair and
Stabilization Project (Project No. Z2023E06); and
2. Authorize the City Manager to execute a contract with SWCA
Environmental Consultants for $53,740 for Biological Monitoring Services
for the San Marcos Road Emergency Repair and Stabilization Project; and
3. Direct the Administrative Services Director to appropriate $143,400 in
Local Transportation Funds to cover the local share percentage of the
project costs. [Public Works]
Council Member Bourbeau and Mayor Pro Tem Funk made brief comments on the Consent
Calendar items. Following a question from Mayor Pro Tem Funk, City Manager Lewis noted
that City staff will be raising the level of communication and is working on a communication
strategy for downtown businesses and residents regarding upcoming construction projects.
MOTION: By Council Member Bourbeau and seconded by Council Member
Newsom to approve the Consent Calendar. (#A-1: Contract No.
2023-026) (#A-2: Contract No. 2023-027) (#A-5: Contract Nos. 2023-
028 and 2023-029)
Motion passed 5:0 by a roll-call vote.
Page 12 of 72
ITEM NUMBER: A-1
DATE:
ATTACHMENT:
09/12/23
1
B. COUNCIL WORKSHOP – GENERAL PLAN UPDATE
1. General Plan Update
▪ Fiscal Impact: None.
▪ Recommendation: Council and community receive an update on the General
Plan Update project, provide direction to staff on key policy questions and the
overall approach for the General Plan Update, and provide staff feedback on
the upcoming community engagement activities. [Community Development]
Community Development Director Dunsmore gave a brief introduction and turned the
workshop over to the consultant team from MIG.
Laura Stetson, Dan Amsden, and Roxanne Borzo Bertrand with MIG gave a brief
presentation on the General Plan Update project and the goal for the workshop.
PUBLIC COMMENT:
The following persons spoke on this item: Gary Kirkland, Peter Laughlin, Maggie Payne,
Wendy Wendt, Audrey Taub, Eric Cleveland, Tony Gaspar (Exhibit A), Alejandra
Prendergast, Linda Katz, Julie Mara, Raechelle Bowlay, Shane Patrick, John Patrick, and
David Athey.
Mayor Moreno closed the Public Comment period.
Council Member Newsom requested a brief recess to review public comments received
electronically and forwarded to the City Council. A copy of these comments were printed for
the City Council (Exhibit B) and provided to them at the dais. These comments were also
included in the public review book and made available on the City’s website.
Mayor Moreno recessed the meeting at 6:03 p.m.
Mayor Moreno reconvened the meeting with all present at 6:17 p.m.
The consultant team, together with staff, lead the Council through an exercise to seek input
and direction from the Council on the 11 key policy questions outlined in the staff report.
Mayor Moreno recessed the meeting at 8:15 p.m.
Mayor Moreno reconvened the meeting with all present at 8:48 p.m.
The Council received the update on the General Plan Update project,
provided direction to staff on key policy questions and the overall approach
for the General Plan Update, and provided staff feedback on the upcoming
community engagement activities.
Page 13 of 72
ITEM NUMBER: A-1
DATE:
ATTACHMENT:
09/12/23
1
C. ADJOURN
Mayor Moreno adjourned the meeting at 8:48 p.m.
MINUTES PREPARED BY:
______________________
Lara K. Christensen
Deputy City Manager / City Clerk
Attachments:
Exhibit A – comments by Tony Gaspar
Exhibit B – electronic comments received ahead of the meeting
APPROVED:
Page 14 of 72
ITEM NUMBER: A-1 DATE: 09/12/23ATTACHMENT: 1A Page 15 of 72
1
From:Atascadero Cemetery <>
Sent:Friday, August 25, 2023 9:34 AM
To:City Clerk
Subject:public comment 8-30-23 B. Council Workshop - General Plan Update
Attachments:Scan - City Council public comment B. Council Workshop - Genera.pdf
Cindy Summers
Atascadero Cemetery District
1 Cemetery Road
Atascadero, CA 93422
Mailing Address: P.O. Box 425
Atascadero, CA 93423
atascaderocemetery.specialdistrict.org
Office: 805-466-1242
Fax: 805-466-0143
AtascaderoCemetery@gmail.com
ATTENTION:
This email originated from outside the City's network. Use caution when opening links and attachments.
ITEM NUMBER: A-1
DATE: 09/12/23
ATTACHMENT: 1B
Page 16 of 72
ITEM NUMBER: A-1
DATE: 09/12/23
ATTACHMENT: 1B
Page 17 of 72
1
From:Chalk Mountain <>
Sent:Tuesday, August 29, 2023 12:13 PM
To:City Clerk
Subject:B. Council Workshop - General Plan Update
To Whom it May Concern:
Please consider including the previously applied for general plan amendments on parcels that I own into the revised general plan
updates. Specifically, my request was for 5205 Carrizo Road and for 3995 Monterey Road. The Carrizo parcels are within 100' of
City serving sewer facilities and are abutted by smaller lot sizes. This would be a perfect example of a neighborhood compatible
development that will extend City facilities through the development of this project while remaining compatible with the
adjoining neighborhood. The Monterey parcel is at the corner of Monterey & San Anselmo, surrounded by
commercial. Allowing the rezone of this parcel (or a split zone of this parcel) would add additional commercial property into the
City into an area that is already generally commercial in nature. From reviewing the staff report, these general plan
amendments appear to be in line with the direction that the general plan update is heading.
Regards,
Michael Hawkins
ATTENTION:
This email originated from outside the City's network. Use caution when opening links and attachments.
ITEM NUMBER: A-1
DATE: 09/12/23
ATTACHMENT: 1B
Page 18 of 72
1
From:Preston Jones <>
Sent:Tuesday, August 29, 2023 12:31 PM
To:City Clerk
Cc:Kelly Gleason
Subject:B. Council Workshop - General Plan Update
Dear Council,
I would like to commend staff on the work they have been doing towards the City's General Plan Updates. I grew up in
Templeton and watched Paso Robles boom into the tourist destination it is today. As I have chosen to stay in this area and raise
a family here, I love what Atascadero is doing for its local population - offering great family events and really creating a sense of
community. I am excited for what the proposed General Plan offers - more exciting choices for the residents of Atascadero
while retaining the small town feel that the citizens love.
I appreciate the delicate balance between providing affordable housing to an area while not exceeding the number of head of
household jobs - the intricate balance between keeping Atascadero the "Geriatric Ghetto" that it has so infamously been named
by the local economist which does not provide a tax base for our community and providing affordable housing to attract head of
household jobs.
Special SFR Zoning Overlay for Orderly Growth
I would like to propose the Council consider creating a special SFR zoning overlay to be applied to areas that are just in reach of
existing City provided facilities such as sewer and water. There are a number of properties in Atascadero that are just outside
the reach of the City's sewer system, yet the underlying zoning does not provide any opportunity for further subdivision. If the
City allowed for an overlay zoning district in these areas immediately adjacent to existing facilities, developers would look to
subdividing these areas and installing facilities to the benefit of the City which would allow for the continuation of orderly
growth. If it were written as an overlay zone, this would provide the flexibility of this orderly growth continuing throughout this
master plan cycle and not require a single developer to submit a general plan amendment for a small subdivision (which
becomes cost prohibitive and stifles this orderly growth) or wait for the next general plan update.
Focus Area 8 - Infill Flex Zone
I would like to discuss my support of looking at rezoning these relatively dead zones in the City as identified on the
exhibit. While the idea of rezoning commercial areas to residential areas is definitely a hot topic (it expands the notion of the
geriatric ghetto without bringing in additional revenues), I do believe that creating better, higher density, more vibrant
commercial areas that are walkable and rideable from these mid-block residential areas will result in further development of
these commercial areas. No longer will Atascadero be one long, continuous strip mall, it will have vibrant centers. There is one
parcel in particular in Focus Area 8 that, in my opinion, definitely requires looking at. While generally falling along parcel lines,
zoning designations do not have to fully encompass a parcel. The property at the South West corner of Pueblo and El Camino
Real would serve to have a zoning line running through the middle of it as all of the adjoining parcels that have frontage on
Sinaloa are zoned MDR, while this entire parcel is zoned GC.
Thank you for your consideration.
Preston Jones
(805)
ATTENTION:
This email originated from outside the City's network. Use caution when opening links and attachments.
ITEM NUMBER: A-1
DATE: 09/12/23
ATTACHMENT: 1B
Page 19 of 72
1
From:Harry Hamilton <>
Sent:Tuesday, August 29, 2023 5:29 PM
To:City Clerk
Cc:Kelly Gleason
Subject:Agenda Item B - Council Workshop - General Plan Update
Dear Members of Council,
I grew up in the City of Atascadero, own a business in the City, a business in San Luis Obispo, have worked with developers for
years as an engineer, and have finally been developing my own projects in San Luis and in Paso Robles.
I would like to encourage you to continue directing staff towards the vision that they have for our City.
The City is in a unique position with its commercially zoned property - it relies upon it as a tax base and has no ability to increase
the commercial zones by expanding. Yet our commercial areas largely remain undeveloped or underdeveloped. Staff's vision of
creating commercial nodes - highly developed, quality commercial areas, surrounded by high density residential, buffered with
medium density residential is a welcomed change to our current City.
The idea of studying Focus Area #8 is a perfect example of this concept. I would like to see some of the parcels on the East side
of El Camino Real allowed to become a medium or high density residential zone. This would drive development of the
neighboring commercial zones which would then become flanked by residences that will use these zones while creating and
maintaining a buffer to the residential single family zones that exist further East.
While this works perfectly within Focus Area #8, the current policy of not allowing residential uses on the ground floor of a
commercially zoned lot falls apart in other zones. There needs to be a way to view a development on a parcel by parcel basis. In
Focus Area #7, there are some very deep commercial parcels along Morro Road. These parcels have a residential use
immediately abutting them to the rear - and I am concerned that the idea of forcing commercial only on the first floor of some
of these parcels will lead to poorly performing commercial uses in the rear of these parcels. Provided that the underlying
density is met, why can a project not propose a horizontal mixed use development as exists along Spring Street in Paso
Robles. This provides quality commercial uses along a main thoroughfare while allows for a residential component on the rear
of the parcel that serves as a buffer to the adjacent uses.
The same could be said for the areas currently zoned public lands, specifically those in Focus Area 10. It makes sense for a public
benefitting use to be adjacent to an existing park, but does it make sense for this use to continue from the park frontage to the
El Camino Real frontage? Or does it make sense to allow a development that may provide a commercial serving use abutting El
Camino that then offers a portion of the parcel abutting the park to continue to be a public benefitting use? Does a land use
zoning have to follow a parcel line, or can it split a parcel in half?
Why not write a general plan in a way that says to developers "hey - we're a friendly City that is looking for good ideas. Come up
with something and pitch it to us and we'll see if we can make that fit within our City." Provide Staff the power to work with
developers to come up with a project that benefits the vision of our City. Seat the DRC with developers, architects and local real
estate brokers familiar with leasing and provide them with the power to provide direction with what our City values and what
this would look like in a project.
Thank you for your time and efforts this evening. I apologize as I was not able to join you in tonight's focus group - but I look
forward to continuing to be a part of the development of Atascadero. It truly is a great place to live.
ITEM NUMBER: A-1
DATE: 09/12/23
ATTACHMENT: 1B
Page 20 of 72
2
To help protect your privacy, Microsoft Office prevented automatic download of this picture from the Internet.
Harry Hamilton
Principal
Main: (805) 540-5115 | Direct: (805) 548-1171 | Cell: (805) 674-2316
245 Higuera Street, San Luis Obispo, CA 93401
ATTENTION:
This email originated from outside the City's network. Use caution when opening links and attachments.
ITEM NUMBER: A-1
DATE: 09/12/23
ATTACHMENT: 1B
Page 21 of 72
1
From:David Broadwater <>
Sent:Tuesday, August 29, 2023 6:11 PM
To:City Clerk; Heather Moreno; Susan Funk; Charles Bourbeau; Mark Dariz; Heather Newsom
Subject:Special Session and General Plan Update Workshop 8-30-23
to:
Atascadero City Council
re: Special Session and General Plan Update Workshop 8-30-23
date: 8-29-23
Below are some excerpts from the documents generated as a result of the General Plan updating process to date. I emphatically urge you to
take them into account during this workshop. They represent the accumulation of the desires and wisdom of the Atascadero community
regarding its future.
Thank you,
David Broadwater
Atascadero resident since 1972 & homeowner since 1977.
https://www.atascadero2045.org/files/managed/Document/84/AGPU_Comm%20Engagement%20Series%201%20Summary_7.25.23.pdf
Community Engagement Series #1 Summary: Vision for the Future
City of Atascadero 2045 General Plan Update – July 25, 2023
…
Existing Conditions Atlas (January 2023) [page 6]
…
Summary of Major Themes [page 7]
…
Recreation and Open Spaces [page 11]
· Increase Walking/Biking Trails. Recommendations to create more walking and biking and walking trails and make connections between
existing trails, parks and open spaces and throughout the city. …
· Increase or Improve and Maintain Parks and Open Space. Acquire and create more parks and open space, including multi-use parks.
Extend or incorporate into open space and/or revitalize locations such as Atascadero Lake, Eagle Lake, Three Bridge Oak Preserve,
Paloma Creek, among others. …
· Value Rivers as a Community Asset. Create more community amenities, open space, access points and paths all along creeks and rivers
(particularly the Salinas River throughout town) with amenities (tables/benches, places to recreate) to make them safer and more
enjoyable. Maintain regular stream/creek cleanups. Create a river center for research (Cal Poly/Cuesta students/professors) and
education.
· Parks and Open Space as Economic Opportunity. As also addressed under Economic and Fiscal Health, creating more attractions,
open spaces, increasing and improving parks, river-related features and recreational options and events promoting their use will
help create jobs, draw visitors interested in nature and ecotourism.
ITEM NUMBER: A-1
DATE: 09/12/23
ATTACHMENT: 1B
Page 22 of 72
2
· Protect and Preserve Native Flora, Fauna and Habitat. Plant more trees in the city (also addressed under Infrastructure);
regenerate/protect native wildlife, habitat, and plants, specifically beavers and native oaks (e.g., extending Three Bridges Oak Preserve)
· Provide More Outdoor Recreational Facilities and Activities. …
· Provide Family-Inclusive and Age-Specific Activities. Provide activities that are inclusive of all ages… caring for playgrounds and connecting
them to trails providing easy hikes and nature walks with educational signage.
…
https://www.atascadero2045.org/files/managed/Document/62/AGPU_Atlas_Revised%20Admin%20Draft_01-24-23.pdf
Existing Conditions Atlas
Revised Administrative Draft | January 24, 2023
…
Recreation and Open Spaces [page 14]
Challenges and Emerging Opportunities
Parks, Open Spaces and Trails: …
… Opportunities exist to improve linkages to parks through new or expanded trails (… Juan Bautista de Anza National Historic
Trail).
… New trail connections could be created to better link major recreational destinations and the Salinas River…
…
Creeks and Rivers: … The waterways provide important wildlife corridors connecting the Salinas River to the Santa Lucia Mountains are
designated critical habitat areas for South-Central California Steelhead Trout. They also provide recreational opportunities for many
residents. The creeks have been highly impacted by problems with trash, illegal dumping, off-road vehicle use, and urban pollution that has
significantly degraded the quality of the habitat. Protecting and enhancing these areas can better support the local ecosystem, and improve
water flow (and reduce localized flooding risks), and increase the quality of life for residents. In addition, the Salinas River has been
identified as a key natural resource that should be protected and bolstered as a regional attraction for tourism, recreation, and education.
…
ATTENTION:
This email originated from outside the City's network. Use caution when opening links and attachments.
ITEM NUMBER: A-1
DATE: 09/12/23
ATTACHMENT: 1B
Page 23 of 72
1
From:Max Zappas <max@zvillages.com>
Sent:Wednesday, August 30, 2023 12:11 PM
To:Loreli Cappel; City Clerk; Heather Moreno; Susan Funk; Charles Bourbeau; Jim Lewis; Mark Dariz;
Heather Newsom
Cc:Harry Hamilton; Larry Greene; Jim Moresco
(); Kelly Gleason; Sydney ZVillage;
Jessica Diercks; Nichole Harris; Jordan Meaney
Subject:Re: City Council General Plan Meeting - Aug 30th
Attachments:image001.gif
Loreli/City Clerk,
Below are my comments for the hearing this afternoon in the event I am not able to attend in person:
I provided input, thoughts, opinions, and responses for each of the "Action Items" for the council.
Action Item 1 - 3 no comment
Action Item 4 - We have commercial development occurring at one location, del rio. Huge investment and risk is being
undertaken there. At the same time, now, all of that commercial space(some of which is already sitting vacant for long periods)
will be pulling demand for commercial space from the rest of our city. If we want this commercial "node" as you refer to it, to
survive, then, we really need as much high density housing around that location as possible. If we want jobs, we need housing. if
we want retail restaurants, and jobs, they all depend on population rings and traffic counts. Traffic counts and population rings
are how we add jobs/commercial viability. We need massive upcoming if we want commercial to succeed. The reason
commercial is beginning to succeed again in the downtown is that we have continued to building housing around our downtown
due to zoning. So, if you want Del Rio, Santa Barbara, or Curbaril to be strong business locations, then we need massive
upcoming to high density residential and mixed use zones. As we move further from those commercial areas, we need to begin
to decrease residential zoning to allow for a nice mix of housing types.
Action Item 5 - NO, IT SHOULDN'T ONLY GO TO 30 UNITS AN ACRE! WE NEED AT LEAST 35 UNITS AN ACRE IN OUR HIGH DENSITY
ZONES! At least 35 units an acre but 45 units per acre makes projects much more viable. The reality is we, as developers, likely
won't even be able to provide 45 units to the acre but it gives us the ability to propose projects with more flexibility. We can in
certain instances and not in others but the density should be dictated by what is realistic such as setbacks, sparking, heights, etc.
Those factors should drive the density calculation but the maximum allowable needs to be much higher because it is a
"maximum".
Action Item 6 - Yes, get rid of this and replace with high density residential or some new, reliable, form based, mixed use zoning.
Action Item 7 - Yes, it should be high density(35-45 units per acre), reduced parking requirements because it is somewhat
commercial in nature, 4 story heights, 12 foot plate heights along frontages only(form based code).
Action item 8 - This one is very involved, see comments below by focus area:
Focus area 1 - good to go
Focus area 2 - I would suggest steering away from requiring certain uses and instead regulate it by the form of the project being
proposed. That will be a common theme for all of these. Go towards a "form based" code rather than a "use based" code. We
want building forms that make sense and occur where they should so that 50 years down the road it is flexible and can be used
for the highest and best use whatever it may be at that time. We want our buildings in Atascadero to be efficient rather than
empty. If someone moves out, we want someone else in there right away. Whether it is tourist, retail, industrial or residential, it
is better filled than empty. Inefficiencies, waste, and blight is the reality with "use based" codes. Flourishing downtowns,
redevelopment,s and cool new businesses open where there is "form based" code. However, I will add that this area is natural
for industrial uses as compared to Sycamore Road for example where access is an issue.
ITEM NUMBER: A-1
DATE: 09/12/23
ATTACHMENT: 1B
Page 24 of 72
2
Focus area 3 - Again, consider form based code here to allow for more flexibility. People want to get creative and propose things
that make sense, we need more flexibility.
Focus area 4 - Allow mixed use and form based code here.
Focus area 5 - The quote in this section is funny to me: "create a business park character". How? There are no large flat areas to
build anything that resembles a business park. There is really only one area that is underutilized and it is a brownfield site from
what I know, the hay and feed site and area behind it. Even if that area was entirely redeveloped into a business park it would be
tiny.... Business parks are huge, with wide streets, massive high ceiling buildings, right next to major freeways, with minimal to
no residential around them because they are so big and expansive. I would consider abandoning Sycamore for any fitter
industrial as it doesn't make sense from any logistical/practical standpoint. If the goal is more of these types of uses then taking
semi trucks through long swaths of residential neighborhoods is unrealistic. No developer would build huge high clear ceiling
buildings in those locations. The only industrial uses that could fit there are the ones being proposed, self storage... Along el
camino, close to 101, that is where it makes sense. The focus area 12 might be a location for something like this as there is large
areas of flat land over there but the vision for that focus area is that of an ant. We need to dream bigger, see #12 for more.
Focus area 6 - Downtown needs a density of at least 45 units per acre if we want to see things happen. La Plaza was able to
achieve some efficiencies due to its sizer but that was financially very tight and it was put together at a time before the
downtown was anything worth talking about. We need way more density to make smaller projects viable. There are so many
one story buildings in downtown and even empty lots but we need way way way more density if we want those to improve and
people to invest here. With that higher density, we must decrease parking requirements(fractional density helps) and we also
really need to allow more stories and higher buildings. Whatever the highest height the fire truck can reach, that is the height
we need allowable in the downtown zone. Also, consider a program where the city sells excess land, puts aside general fund
funds, or creates some new financing mechanism to literally incentive the office uses to move elsewhere. By incentives, I mean
dollars. I mean writing checks to these people to move.
Focus area 7 - Form based code and higher densities. This location is critical to increasing density across the board. These lots
are all close to shopping, medical care, transportation, downtown, events etc. Commercial isn't working well here but is
somewhat viable along the frontage of 41.
Focus area 8 - Form based code and higher densities.
Focus area 9 - Form based code and higher densities. This location is critical to increasing density across the board. These lots
are all close to shopping, medical care, transportation, downtown, events etc. Commercial isn't working well here but is
somewhat viable along the frontage of 41. Same as 7, could all be treated the same.
Focus area 10 - Form based code and higher densities. Density trances for flooding is huge and would be very helpful.
Focus area 11 - Allow for residential here too! Mixed use , form based, attractive projects.
Focus area 12 - dream WAY bigger! This is our opportunity! Annex as much as possible from the county. Say you will provide
housing and share RHNA numbers with them. Come up with some way to get as much of this land as possible. There is huge flat
areas, high potential there. All I would caution is allow flexibility in what is proposed. It needed to be master planned or
something like that so there is a mix of uses and it is laid out in a logical way that makes sense. We have no new areas to build
any larger single family housing developments in town. This is a huge opportunity for that and for a business park or industrial
park. I would caution against more office or retail uses there as I feel we already have a lot, especially if we want Del Rio, San
Anselmo, Downtown, Curbaril, and Santa Barbara to all be realistic "nodes".
Sorry it's after noon! I wrote as quick as I could this morning! Thanks everyone, I am looking forward to continuing to support
this process and I love seeing really positive changes come down the pike. Great work all around, this is really headed in the right
direction to move the needle here.
On Thu, Aug 24, 2023 at 11:32 AM Loreli Cappel <lcappel@atascadero.org> wrote:
Hi Gentlemen!
I just spoke to Harry and thought it would be helpful to send along the agenda packet for the upcoming 8/30 Council study
session/Workshop on the General Plan Update Project.
http://records.atascadero.org/WebLink/ElectronicFile.aspx?docid=119600&dbid=0
ITEM NUMBER: A-1
DATE: 09/12/23
ATTACHMENT: 1B
Page 25 of 72
3
At this interactive discussion with Council, we’ll be discussing key policy direction, such as increasing density, changing the mix
of use and character of districts/notes, and areas of potential change for the city vision through 2045.
Also, elements of the Draft Objective Design Standards (ODS) went before DRC on 8/10 (see PG 41 of ODS STAFF
REPORT). These are a work in progress and will provide clearer direction for MFR and Mixed Use Projects.
ODS is slated to go to Planning commission on 10/3 and for Council adoption on 10/24. Your input will be instrumental on
these Standards as they include small lot subdivision pieces and aim to give developers certainty and create a ministerial review
process.
Loreli Cappel
Deputy Director of Economic & Community Development
City of Atascadero | Community Development
6500 Palma Ave | Atascadero, CA 93422
P: 805.470.3480 | E: lcappel@atascadero.org
The linked image cannot be displayed. The file may have been moved, renamed, or deleted. Verify that the link points to the correct file and location.
From: Harry Hamilton <harry@abovegradeengineering.com>
Sent: Thursday, August 24, 2023 10:14 AM
To: Loreli Cappel <lcappel@atascadero.org>
Subject: City Council General Plan Meeting
Can you call me to chat about this?
(805) 674-2316
Thanks!
ITEM NUMBER: A-1
DATE: 09/12/23
ATTACHMENT: 1B
Page 26 of 72
4
To help protect your privacy, Microsoft Office prevented automatic download of this picture from the Internet.
Harry Hamilton
Principal
Main: (805) 540-5115 | Direct: (805) 548-1171 | Cell: (805) 674-2316
245 Higuera Street, San Luis Obispo, CA 93401
ATTENTION:
This email originated from outside the City's network. Use caution when opening links and attachments.
--
Thank you,
Max Zappas
Z Villages Management & Development
6100 El Camino Real Suite B
max@zvillages.com
805-674-4743
RE Lic # 01997012
CONFIDENTIAL COMMUNICATION
This electronic mail message and any attachments are intended only for the
use of the addressee(s) named above and may contain information that is
privileged, confidential and exempt from disclosure under applicable law.
If you are not an intended recipient, or the employee or agent responsible
for delivering this e-mail to the intended recipient, you are hereby
notified that any dissemination, distribution or copying of this
communication is strictly prohibited. If you received this e-mail message
in error, please immediately notify the sender by replying to this message.
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ITEM NUMBER: A-1
DATE: 09/12/23
ATTACHMENT: 1B
Page 27 of 72
1
From:Jim Moresco <jmoresco@midlandpacific.com>
Sent:Wednesday, August 30, 2023 1:47 PM
To:Max ZVillage; Loreli Cappel; City Clerk; Heather Moreno; Susan Funk; Charles Bourbeau; Jim
Lewis; Mark Dariz; Heather Newsom
Cc:Harry Hamilton; Larry Greene; parnold@covelop.net; MITCHSTAFFORD@ATT.NET; Kelly Gleason;
Sydney ZVillage; Jessica Diercks; Nichole Harris; Jordan Meaney
Subject:RE: City Council General Plan Meeting - Aug 30th
I won’t be able to make the hearing myself. But my comments are much more succinct. And keep in mind, we’re an SFR builder
and haven’t built multifamily since the early 90’s, and have never built something taller than 2 stories.
Atascadero needs density, density, density.
As we know, Atascadero doesn’t really have any room to expand out. We may not want to hear it, but Atascadero is the north
county version of Grover Beach. There’s no more room to expand out, so we need to start expanding up. And why limit what
that looks like? Build a two story building within the Urban Service Line now? Cool. Well in 10 or 20 years, we’re going to wish it
was a 3 or 4 story building. I’ll reference all the structures around The Sunken Gardens as an example. Back in the day I’m sure
those buildings were cool. Now I’m sure we all wish those buildings were higher density. Set the density and height limits to the
maximum code allows, and then let the free market figure out the best use.
And regardless of what is done, the neighbors are going to complain anyway, so might as well get the most bang for your buck!
Jim Moresco
Chief Operating Officer
Midland Pacific Building Corporation
www.midlandpacific.com
From: Max Zappas <max@zvillages.com>
Sent: Wednesday, August 30, 2023 12:11 PM
To: Loreli Cappel <lcappel@atascadero.org>; City Clerk <cityclerk@atascadero.org>; Heather Moreno
<hmoreno@atascadero.org>; Susan Funk <sfunk@atascadero.org>; Charles Bourbeau <cbourbeau@atascadero.org>; Jim Lewis
<jlewis@atascadero.org>; Mark Dariz <mdariz@atascadero.org>; Heather Newsom <hnewsom@atascadero.org>
Cc: Harry Hamilton <harry@abovegradeengineering.com>; Larry Greene <Larry@greenedev.com>; parnold@covelop.net; Jim
Moresco <jmoresco@midlandpacific.com>; MITCHSTAFFORD@ATT.NET; Kelly Gleason <kgleason@atascadero.org>; Sydney
Sima <sydney@zvillages.com>; Jessica Diercks <jessica@zvillages.com>; Nichole Harris <nichole@zvillages.com>; Jordan Meaney
<jordan@zvillages.com>
Subject: Re: City Council General Plan Meeting - Aug 30th
Loreli/City Clerk,
Below are my comments for the hearing this afternoon in the event I am not able to attend in person:
I provided input, thoughts, opinions, and responses for each of the "Action Items" for the council.
Action Item 1 - 3 no comment
Action Item 4 - We have commercial development occurring at one location, del rio. Huge investment and risk is being
undertaken there. At the same time, now, all of that commercial space(some of which is already sitting vacant for long periods)
will be pulling demand for commercial space from the rest of our city. If we want this commercial "node" as you refer to it, to
survive, then, we really need as much high density housing around that location as possible. If we want jobs, we need housing. if
we want retail restaurants, and jobs, they all depend on population rings and traffic counts. Traffic counts and population rings
are how we add jobs/commercial viability. We need massive upcoming if we want commercial to succeed. The reason
ITEM NUMBER: A-1
DATE: 09/12/23
ATTACHMENT: 1B
Page 28 of 72
2
commercial is beginning to succeed again in the downtown is that we have continued to building housing around our downtown
due to zoning. So, if you want Del Rio, Santa Barbara, or Curbaril to be strong business locations, then we need massive
upcoming to high density residential and mixed use zones. As we move further from those commercial areas, we need to begin
to decrease residential zoning to allow for a nice mix of housing types.
Action Item 5 - NO, IT SHOULDN'T ONLY GO TO 30 UNITS AN ACRE! WE NEED AT LEAST 35 UNITS AN ACRE IN OUR HIGH DENSITY
ZONES! At least 35 units an acre but 45 units per acre makes projects much more viable. The reality is we, as developers, likely
won't even be able to provide 45 units to the acre but it gives us the ability to propose projects with more flexibility. We can in
certain instances and not in others but the density should be dictated by what is realistic such as setbacks, sparking, heights, etc.
Those factors should drive the density calculation but the maximum allowable needs to be much higher because it is a
"maximum".
Action Item 6 - Yes, get rid of this and replace with high density residential or some new, reliable, form based, mixed use zoning.
Action Item 7 - Yes, it should be high density(35-45 units per acre), reduced parking requirements because it is somewhat
commercial in nature, 4 story heights, 12 foot plate heights along frontages only(form based code).
Action item 8 - This one is very involved, see comments below by focus area:
Focus area 1 - good to go
Focus area 2 - I would suggest steering away from requiring certain uses and instead regulate it by the form of the project being
proposed. That will be a common theme for all of these. Go towards a "form based" code rather than a "use based" code. We
want building forms that make sense and occur where they should so that 50 years down the road it is flexible and can be used
for the highest and best use whatever it may be at that time. We want our buildings in Atascadero to be efficient rather than
empty. If someone moves out, we want someone else in there right away. Whether it is tourist, retail, industrial or residential, it
is better filled than empty. Inefficiencies, waste, and blight is the reality with "use based" codes. Flourishing downtowns,
redevelopment,s and cool new businesses open where there is "form based" code. However, I will add that this area is natural
for industrial uses as compared to Sycamore Road for example where access is an issue.
Focus area 3 - Again, consider form based code here to allow for more flexibility. People want to get creative and propose things
that make sense, we need more flexibility.
Focus area 4 - Allow mixed use and form based code here.
Focus area 5 - The quote in this section is funny to me: "create a business park character". How? There are no large flat areas to
build anything that resembles a business park. There is really only one area that is underutilized and it is a brownfield site from
what I know, the hay and feed site and area behind it. Even if that area was entirely redeveloped into a business park it would be
tiny.... Business parks are huge, with wide streets, massive high ceiling buildings, right next to major freeways, with minimal to
no residential around them because they are so big and expansive. I would consider abandoning Sycamore for any fitter
industrial as it doesn't make sense from any logistical/practical standpoint. If the goal is more of these types of uses then taking
semi trucks through long swaths of residential neighborhoods is unrealistic. No developer would build huge high clear ceiling
buildings in those locations. The only industrial uses that could fit there are the ones being proposed, self storage... Along el
camino, close to 101, that is where it makes sense. The focus area 12 might be a location for something like this as there is large
areas of flat land over there but the vision for that focus area is that of an ant. We need to dream bigger, see #12 for more.
Focus area 6 - Downtown needs a density of at least 45 units per acre if we want to see things happen. La Plaza was able to
achieve some efficiencies due to its sizer but that was financially very tight and it was put together at a time before the
downtown was anything worth talking about. We need way more density to make smaller projects viable. There are so many
one story buildings in downtown and even empty lots but we need way way way more density if we want those to improve and
people to invest here. With that higher density, we must decrease parking requirements(fractional density helps) and we also
really need to allow more stories and higher buildings. Whatever the highest height the fire truck can reach, that is the height
we need allowable in the downtown zone. Also, consider a program where the city sells excess land, puts aside general fund
funds, or creates some new financing mechanism to literally incentive the office uses to move elsewhere. By incentives, I mean
dollars. I mean writing checks to these people to move.
Focus area 7 - Form based code and higher densities. This location is critical to increasing density across the board. These lots
are all close to shopping, medical care, transportation, downtown, events etc. Commercial isn't working well here but is
somewhat viable along the frontage of 41.
Focus area 8 - Form based code and higher densities.
ITEM NUMBER: A-1
DATE: 09/12/23
ATTACHMENT: 1B
Page 29 of 72
3
Focus area 9 - Form based code and higher densities. This location is critical to increasing density across the board. These lots
are all close to shopping, medical care, transportation, downtown, events etc. Commercial isn't working well here but is
somewhat viable along the frontage of 41. Same as 7, could all be treated the same.
Focus area 10 - Form based code and higher densities. Density trances for flooding is huge and would be very helpful.
Focus area 11 - Allow for residential here too! Mixed use , form based, attractive projects.
Focus area 12 - dream WAY bigger! This is our opportunity! Annex as much as possible from the county. Say you will provide
housing and share RHNA numbers with them. Come up with some way to get as much of this land as possible. There is huge flat
areas, high potential there. All I would caution is allow flexibility in what is proposed. It needed to be master planned or
something like that so there is a mix of uses and it is laid out in a logical way that makes sense. We have no new areas to build
any larger single family housing developments in town. This is a huge opportunity for that and for a business park or industrial
park. I would caution against more office or retail uses there as I feel we already have a lot, especially if we want Del Rio, San
Anselmo, Downtown, Curbaril, and Santa Barbara to all be realistic "nodes".
Sorry it's after noon! I wrote as quick as I could this morning! Thanks everyone, I am looking forward to continuing to support
this process and I love seeing really positive changes come down the pike. Great work all around, this is really headed in the right
direction to move the needle here.
On Thu, Aug 24, 2023 at 11:32 AM Loreli Cappel <lcappel@atascadero.org> wrote:
Hi Gentlemen!
I just spoke to Harry and thought it would be helpful to send along the agenda packet for the upcoming 8/30 Council study
session/Workshop on the General Plan Update Project.
http://records.atascadero.org/WebLink/ElectronicFile.aspx?docid=119600&dbid=0
At this interactive discussion with Council, we’ll be discussing key policy direction, such as increasing density, changing the mix
of use and character of districts/notes, and areas of potential change for the city vision through 2045.
Also, elements of the Draft Objective Design Standards (ODS) went before DRC on 8/10 (see PG 41 of ODS STAFF
REPORT). These are a work in progress and will provide clearer direction for MFR and Mixed Use Projects.
ODS is slated to go to Planning commission on 10/3 and for Council adoption on 10/24. Your input will be instrumental on
these Standards as they include small lot subdivision pieces and aim to give developers certainty and create a ministerial review
process.
Loreli Cappel
Deputy Director of Economic & Community Development
City of Atascadero | Community Development
6500 Palma Ave | Atascadero, CA 93422
P: 805.470.3480 | E: lcappel@atascadero.org
ITEM NUMBER: A-1
DATE: 09/12/23
ATTACHMENT: 1B
Page 30 of 72
4
The linked image cannot be displayed. The file may have been moved, renamed, or deleted. Verify that the link points to the correct file and location.
From: Harry Hamilton <harry@abovegradeengineering.com>
Sent: Thursday, August 24, 2023 10:14 AM
To: Loreli Cappel <lcappel@atascadero.org>
Subject: City Council General Plan Meeting
Can you call me to chat about this?
(805) 674-2316
Thanks!
To help protect your privacy, Microsoft Office prevented automatic download of this picture from the Internet.
Harry Hamilton
Principal
Main: (805) 540-5115 | Direct: (805) 548-1171 | Cell: (805) 674-2316
245 Higuera Street, San Luis Obispo, CA 93401
ATTENTION:
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--
Thank you,
ITEM NUMBER: A-1
DATE: 09/12/23
ATTACHMENT: 1B
Page 31 of 72
5
Max Zappas
Z Villages Management & Development
6100 El Camino Real Suite B
max@zvillages.com
805-674-4743
RE Lic # 01997012
CONFIDENTIAL COMMUNICATION
This electronic mail message and any attachments are intended only for the
use of the addressee(s) named above and may contain information that is
privileged, confidential and exempt from disclosure under applicable law.
If you are not an intended recipient, or the employee or agent responsible
for delivering this e-mail to the intended recipient, you are hereby
notified that any dissemination, distribution or copying of this
communication is strictly prohibited. If you received this e-mail message
in error, please immediately notify the sender by replying to this message.
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ITEM NUMBER: A-1
DATE: 09/12/23
ATTACHMENT: 1B
Page 32 of 72
1
From:Pat Arnold <parnold@covelop.net>
Sent:Wednesday, August 30, 2023 2:46 PM
To:City Clerk
Cc:Kelly Gleason
Subject:City Council General Plan Meeting - Aug 30th
Dear Mayor and Council Members,
I have been a developer in our County for 20 years and have worked on projects primarily in the City of SLO and Counties of SLO
and SB. We have done projects in a few other cities here locally but have yet to find the right opportunity in Atascadero. We are
encouraged with has been happening there recently in terms of projects and I am excited about this general plan update as it
illustrates that the City is thinking toward the future. Don't get me wrong, I love the small town feel of Atascadero and spend
time up there regularly enjoying the family friendly events and great food and beverage establishments. I also appreciate that
there is no specific architectural style to Atascadero except in the Downtown core as an homage to EG Lewis.
In my opinion the zoning in Atascadero has to allow for flexibility to entice developers to look at the City. Paso Robles has a form
based code that allows developers to submit a use that works with their parcel. It isn't a straight "commercial only" type zoning
code. The City of San Luis Obispo has multiple overlay zones that encourage layering types of projects on one parcel. These two
styles allow developers to propose a project that works not only for them, but also for the needs of the respective City. I
encourage the City to direct staff to write flexibility in these zones and then use the oversight of an appointed body such as DRC
or Planning Commission to ensure that the project meets the needs of the City, while still remaining financially viable. Zoning
codes need flexibility so that they can adapt with the market and not be so restrictive that another 20 years has to pass before a
property is considered viable for development during the next general plan update.
In general, the idea of creating commercial zones surrounding by decreasingly dense residential areas provides for
neighborhoods that thrive and are alive after 7pm. Atascadero should continue to evolve from a bedroom community to a
vibrant place that residents can sleep, eat, and work! I look forward to the time when Atascadero is considered a place to spend
development dollars in and the newfound excitement that has been created by the recent downtown development becomes
contagious.
Thanks,
Pat
Pat Arnold, CEO
CA DRE #01913543
CSLB License #995386
Office: 805.781.3133 x103
Cell: 805.441.0706
parnold@covelop.net
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ITEM NUMBER: A-1
DATE: 09/12/23
ATTACHMENT: 1B
Page 33 of 72
1
From:Julie Merrill <>
Sent:Wednesday, August 30, 2023 4:08 PM
To:City Clerk
Subject:Agenda Item B1 Focus Area 5 Table 2 ID5 Special Meeting August 30, 2023
Dear City Council Members,
We are the property owners of 7025 Sycamore Rd next to the Industrial Park and are being considered for a zoning change. We
are presently zoned Residential /Suburban. We do not want to become an Industrial Park. This property has always been a
wildlife corridor between the Salinas River and the mountain. We have three parcels with a home on the parcel next to the
river. We want to eventually save this property for our three children to live on, anticipating the possibility of building a home on
each of the two remaining parcels. If our children choose to not build here we are considering making this a permanent green
space, maintaining it as a wildlife corridor to the mountain across the way. The mountain lions, quail, foxes, coyotes, deer,
rabbits and migratory birds consider this their home too, the beavers have recently moved downstream after the torrential rains
of last winter and now also consider this to be their backyard. Thank You, Julie Merrill & Tom Robinson.
If you are interested in the history of this property as an organic farm and homestead please inquire.
ATTENTION:
This email originated from outside the City's network. Use caution when opening links and attachments.
ITEM NUMBER: A-1
DATE: 09/12/23
ATTACHMENT: 1B
Page 34 of 72
ITEM NUMBER: A-2 DATE: 09/12/23Page 35 of 72
Check
Number
Check
Date Vendor Description Amount
City of Atascadero
Disbursement Listing
For the Month of July 2023
175018 07/03/2023 WEX BANK - 76 UNIVERSL 14,644.71Accounts Payable Check
175019 07/03/2023 WEX BANK - WEX FLEET UNIVERSAL 9,954.75Accounts Payable Check
175020 07/03/2023 2ND NATURE SOFTWARE INC.5,364.42Accounts Payable Check
175021 07/03/2023 CALIFORNIA MID-STATE FAIR 7,500.00Accounts Payable Check
175022 07/03/2023 CALIFORNIA MID-STATE FAIR 3,494.00Accounts Payable Check
175023 07/03/2023 NICHOLAS DEBAR 300.00Accounts Payable Check
175024 07/03/2023 PHILIP DUNSMORE 300.00Accounts Payable Check
175025 07/03/2023 GOVERNMENTJOBS.COM, INC.12,936.00Accounts Payable Check
175026 07/03/2023 JAMES R. LEWIS 300.00Accounts Payable Check
175027 07/03/2023 JERI RANGEL 300.00Accounts Payable Check
175028 07/03/2023 RACHELLE RICKARD 116.16Accounts Payable Check
175029 07/03/2023 ROLSON MUSIC & SOUND 1,200.00Accounts Payable Check
175030 07/03/2023 YPC CORP 600.00Accounts Payable Check
4811 07/06/2023 ANTHEM BLUE CROSS HSA 9,380.16Payroll Vendor Payment
4822 07/06/2023 RABOBANK, N.A.69,515.04Payroll Vendor Payment
175031 07/06/2023 ATASCADERO MID MGRS ORG UNION 40.00Payroll Vendor Payment
175032 07/06/2023 ATASCADERO POLICE OFFICERS 2,249.75Payroll Vendor Payment
175033 07/06/2023 ATASCADERO PROF. FIREFIGHTERS 1,151.80Payroll Vendor Payment
175034 07/06/2023 CA FIREFIGHTERS BENEFIT TRUST 1,800.00Payroll Vendor Payment
175035 07/06/2023 EMPOWER ANNUITY INS CO 10,249.35Payroll Vendor Payment
175036 07/06/2023 MISSIONSQUARE 9,859.40Payroll Vendor Payment
175037 07/06/2023 NATIONWIDE RETIREMENT SOLUTION 1,382.38Payroll Vendor Payment
175038 07/06/2023 NAVIA BENEFIT SOLUTIONS 1,488.86Payroll Vendor Payment
4812 07/07/2023 STATE DISBURSEMENT UNIT 283.84Payroll Vendor Payment
4813 07/07/2023 CALIF PUBLIC EMPLOYEES RETIREMENT SYSTEM 20,172.38Payroll Vendor Payment
4814 07/07/2023 CALIF PUBLIC EMPLOYEES RETIREMENT SYSTEM 31,953.04Accounts Payable Check
4815 07/07/2023 CALIF PUBLIC EMPLOYEES RETIREMENT SYSTEM 2,540.41Accounts Payable Check
4816 07/07/2023 CALIF PUBLIC EMPLOYEES RETIREMENT SYSTEM 2,356.85Accounts Payable Check
4817 07/07/2023 CALIF PUBLIC EMPLOYEES RETIREMENT SYSTEM 5,016.68Accounts Payable Check
4818 07/07/2023 CALIF PUBLIC EMPLOYEES RETIREMENT SYSTEM 10,215.63Accounts Payable Check
4819 07/07/2023 CALIF PUBLIC EMPLOYEES RETIREMENT SYSTEM 14,842.24Accounts Payable Check
4820 07/07/2023 CALIF PUBLIC EMPLOYEES RETIREMENT SYSTEM 20,316.22Accounts Payable Check
4821 07/07/2023 SEIU LOCAL 620 856.05Payroll Vendor Payment
4825 07/07/2023 CAL PERS 326.40Accounts Payable Check
4826 07/07/2023 CAL PERS 288.00Accounts Payable Check
4827 07/07/2023 CAL PERS 412.80Accounts Payable Check
4828 07/07/2023 CAL PERS 292.80Accounts Payable Check
4829 07/07/2023 CAL PERS 122.40Accounts Payable Check
4830 07/07/2023 CAL PERS 57.60Accounts Payable Check
175039 07/07/2023 TED E. WATERHOUSE 300.00Accounts Payable Check
4823 07/11/2023 EMPLOYMENT DEV DEPARTMENT 20,962.06Payroll Vendor Payment
4824 07/11/2023 EMPLOYMENT DEV. DEPARTMENT 2,409.79Payroll Vendor Payment
175040 07/14/2023 AFSS SOUTHERN DIVISION 60.00Accounts Payable Check
ITEM NUMBER: A-2
DATE: 09/12/23
ATTACHMENT: 1
Page 36 of 72
Check
Number
Check
Date Vendor Description Amount
City of Atascadero
Disbursement Listing
For the Month of July 2023
175041 07/14/2023 ALL ABOUT EVENTS, INC.1,223.75Accounts Payable Check
175042 07/14/2023 ALLIANT INSURANCE SERVICES INC 1,765.00Accounts Payable Check
175043 07/14/2023 ALLIANT INSURANCE SERVICES INC 87.00Accounts Payable Check
175044 07/14/2023 KELLY AREBALO 323.59Accounts Payable Check
175045 07/14/2023 BASSETT'S CRICKET RANCH,INC.213.71Accounts Payable Check
175046 07/14/2023 JULIE C. BEAVER 400.00Accounts Payable Check
175047 07/14/2023 BERRY MAN, INC.657.05Accounts Payable Check
175048 07/14/2023 BIDDLE CONSULTING GROUP, INC.1,795.00Accounts Payable Check
175049 07/14/2023 BRANCH SMITH PROPERTIES 386.00Accounts Payable Check
175050 07/14/2023 BREZDEN PEST CONTROL, INC.70.00Accounts Payable Check
175051 07/14/2023 CA POLICE CHIEF'S ASSC 310.00Accounts Payable Check
175053 07/14/2023 CALIFORNIA JPIA 1,496,107.00Accounts Payable Check
175054 07/14/2023 CERTIFIED FOLDER DISPLAY SVC 3,361.10Accounts Payable Check
175055 07/14/2023 CHARTER COMMUNICATIONS 79.64Accounts Payable Check
175056 07/14/2023 CITY OF PISMO BEACH 2,100.00Accounts Payable Check
175057 07/14/2023 VINCENT CORCORAN 500.00Accounts Payable Check
175058 07/14/2023 CULLIGAN/CENTRAL COAST WTR TRT 70.00Accounts Payable Check
175059 07/14/2023 HIGH COUNTRY OUTDOOR, INC.450.00Accounts Payable Check
175060 07/14/2023 JK'S UNLIMITED, INC.1,831.45Accounts Payable Check
175061 07/14/2023 JOE A. GONSALVES & SON 3,000.00Accounts Payable Check
175062 07/14/2023 DAREN KENNETT 353.16Accounts Payable Check
175063 07/14/2023 DUSTIN KING 500.00Accounts Payable Check
175064 07/14/2023 JAMES R. LEWIS 594.13Accounts Payable Check
175065 07/14/2023 LIEBERT CASSIDY WHITMORE 4,450.00Accounts Payable Check
175066 07/14/2023 ERIK M. MCCORNACK 500.00Accounts Payable Check
175067 07/14/2023 NBS 7,668.41Accounts Payable Check
175068 07/14/2023 NEW TIMES 383.00Accounts Payable Check
175069 07/14/2023 PEAKWIFI, LLC 650.00Accounts Payable Check
175070 07/14/2023 JULIA POSMOGA 124.75Accounts Payable Check
175071 07/14/2023 KELLY S. POWERS 400.00Accounts Payable Check
175072 07/14/2023 QUADIENT, INC.124.46Accounts Payable Check
175073 07/14/2023 RAILROAD BBQ CO.2,445.00Accounts Payable Check
175074 07/14/2023 DEBI RED 400.00Accounts Payable Check
175075 07/14/2023 ROLSON MUSIC & SOUND 600.00Accounts Payable Check
175076 07/14/2023 EVAN RUSSELL 250.00Accounts Payable Check
175077 07/14/2023 SLO CO AUDITOR CONTROLLER 18,665.77Accounts Payable Check
175078 07/14/2023 SLOFIST 75.00Accounts Payable Check
175079 07/14/2023 SPEAKWRITE, LLC.728.92Accounts Payable Check
175080 07/14/2023 BRUCE ST. JOHN 244.68Accounts Payable Check
175081 07/14/2023 TARGET SOLUTIONS LEARNING, LLC 2,943.08Accounts Payable Check
175082 07/14/2023 AIRFLOW FILTER SERVICE, INC.1,471.44Accounts Payable Check
175083 07/14/2023 ALTHOUSE & MEADE, INC.2,223.75Accounts Payable Check
175084 07/14/2023 AT&T 281.65Accounts Payable Check
ITEM NUMBER: A-2
DATE: 09/12/23
ATTACHMENT: 1
Page 37 of 72
Check
Number
Check
Date Vendor Description Amount
City of Atascadero
Disbursement Listing
For the Month of July 2023
175085 07/14/2023 AT&T 95.44Accounts Payable Check
175086 07/14/2023 ATASCADERO HAY & FEED 1,148.46Accounts Payable Check
175088 07/14/2023 ATASCADERO MUTUAL WATER CO.23,779.40Accounts Payable Check
175089 07/14/2023 BASSETT'S CRICKET RANCH,INC.418.67Accounts Payable Check
175090 07/14/2023 KEITH R. BERGHER 191.25Accounts Payable Check
175091 07/14/2023 BERRY MAN, INC.1,001.70Accounts Payable Check
175092 07/14/2023 TERRI RECCHIA BLEDSOE 590.00Accounts Payable Check
175093 07/14/2023 BURKE,WILLIAMS, & SORENSON LLP 20,000.00Accounts Payable Check
175094 07/14/2023 JIM CAMPANA 107.67Accounts Payable Check
175095 07/14/2023 CHARTER COMMUNICATIONS 5,500.24Accounts Payable Check
175096 07/14/2023 LARA CHRISTENSEN 322.63Accounts Payable Check
175097 07/14/2023 TIMOTHY CLEAVER 222.88Accounts Payable Check
175098 07/14/2023 CLEVER CONCEPTS, INC.84.95Accounts Payable Check
175099 07/14/2023 COLOR CRAFT PRINTING 316.98Accounts Payable Check
175100 07/14/2023 CREATIVE SVCS OF NEW ENGLAND 308.95Accounts Payable Check
175101 07/14/2023 JOE DEBRUIN, PH.D.180.00Accounts Payable Check
175102 07/14/2023 DEEP BLUE INTEGRATION, INC.405.00Accounts Payable Check
175103 07/14/2023 DEPARTMENT OF JUSTICE 409.00Accounts Payable Check
175104 07/14/2023 DIVISION OF STATE ARCHITECT 94.80Accounts Payable Check
175105 07/14/2023 KELLI M. DOWNS 2,660.00Accounts Payable Check
175106 07/14/2023 FAILSAFE TESTING, LLC 750.00Accounts Payable Check
175107 07/14/2023 FASTRAK VIOLATION PROCESSING D 10.00Accounts Payable Check
175108 07/14/2023 FGL ENVIRONMENTAL 93.00Accounts Payable Check
175109 07/14/2023 FIESTA MAHAR MANUFACTURNG CORP 446.92Accounts Payable Check
175110 07/14/2023 FILIPPIN ENGINEERING, INC.85,407.67Accounts Payable Check
175111 07/14/2023 GAS COMPANY 39.53Accounts Payable Check
175112 07/14/2023 MARIAH GASCH 47.16Accounts Payable Check
175113 07/14/2023 KELLY GLEASON 114.89Accounts Payable Check
175114 07/14/2023 GLOBAL EYEWEAR 237.00Accounts Payable Check
175115 07/14/2023 KATHLEEN GROGAN 205.00Accounts Payable Check
175116 07/14/2023 HANSEN BRO'S CUSTOM FARMING 14,317.84Accounts Payable Check
175117 07/14/2023 HART IMPRESSIONS PRINTING 308.48Accounts Payable Check
175118 07/14/2023 KELLIE K. HART 161.70Accounts Payable Check
175119 07/14/2023 HINDERLITER, DE LLAMAS 2,282.29Accounts Payable Check
175121 07/14/2023 HOME DEPOT CREDIT SERVICES 4,272.22Accounts Payable Check
175122 07/14/2023 INTERWEST CONSULTING GROUP INC 1,170.00Accounts Payable Check
175123 07/14/2023 JB DEWAR INC 293.02Accounts Payable Check
175124 07/14/2023 JIFFY LUBE 118.45Accounts Payable Check
175125 07/14/2023 JK'S UNLIMITED, INC.3,640.46Accounts Payable Check
175126 07/14/2023 JOANN HEAD LAND SURVEYING 5,364.50Accounts Payable Check
175127 07/14/2023 JOEBELLA COFFEE ROASTERS 87.50Accounts Payable Check
175128 07/14/2023 KNECHT'S PLUMBING & HEATING 12,970.00Accounts Payable Check
175129 07/14/2023 KRITZ EXCAVATING & TRUCKNG INC 1,436.40Accounts Payable Check
ITEM NUMBER: A-2
DATE: 09/12/23
ATTACHMENT: 1
Page 38 of 72
Check
Number
Check
Date Vendor Description Amount
City of Atascadero
Disbursement Listing
For the Month of July 2023
175130 07/14/2023 L.N. CURTIS & SONS 153.93Accounts Payable Check
175131 07/14/2023 LEE WILSON ELECTRIC CO. INC 1,428.00Accounts Payable Check
175132 07/14/2023 LIN LI 144.00Accounts Payable Check
175133 07/14/2023 LIFE ASSIST, INC.289.94Accounts Payable Check
175134 07/14/2023 LINDE GAS & EQUIPMENT INC.67.20Accounts Payable Check
175135 07/14/2023 MADRONE LANDSCAPES, INC.409.00Accounts Payable Check
175136 07/14/2023 MAINLINE UTILITY CO.2,000.00Accounts Payable Check
175137 07/14/2023 CRAIG MARTINEAU 80.00Accounts Payable Check
175138 07/14/2023 MID-COAST MOWER & SAW, INC.5,628.63Accounts Payable Check
175139 07/14/2023 MIG 69,856.93Accounts Payable Check
175140 07/14/2023 MINER'S ACE HARDWARE 213.93Accounts Payable Check
175141 07/14/2023 MISSION UNIFORM SERVICE 16.90Accounts Payable Check
175142 07/14/2023 MOTOROLA SOLUTIONS, INC.23,242.00Accounts Payable Check
175143 07/14/2023 MP ANNEX, LLC 57,472.24Accounts Payable Check
175144 07/14/2023 MV TRANSPORTATION, INC.7,523.62Accounts Payable Check
175145 07/14/2023 KYLE NAKAZAWA 229.50Accounts Payable Check
175146 07/14/2023 NATURE PLANET, INC.518.40Accounts Payable Check
175147 07/14/2023 NEW TIMES 419.00Accounts Payable Check
175148 07/14/2023 NORTH COAST ENGINEERING INC.1,762.50Accounts Payable Check
175149 07/14/2023 CINTIA B. NUTTALL 211.20Accounts Payable Check
175150 07/14/2023 ODP BUSINESS SOLUTIONS, LLC 915.33Accounts Payable Check
175151 07/14/2023 PACIFIC CNTRL COAST HLTH CTRS 30.00Accounts Payable Check
175154 07/14/2023 PACIFIC GAS AND ELECTRIC 35,403.01Accounts Payable Check
175155 07/14/2023 FLAVIA PAROTTI 233.82Accounts Payable Check
175156 07/14/2023 PASO ROBLES FORD LINCOLN MERC 46.16Accounts Payable Check
175157 07/14/2023 PROCARE JANITORIAL SUPPLY,INC.240.59Accounts Payable Check
175158 07/14/2023 QUINN RENTAL SERVICES 1,114.69Accounts Payable Check
175159 07/14/2023 RAINSCAPE, A LANDSCAPE SVC CO.7,242.00Accounts Payable Check
175160 07/14/2023 BILL RAINWATER 250.00Accounts Payable Check
175161 07/14/2023 RAMINHA CONSTRUCTION, INC.21,155.78Accounts Payable Check
175162 07/14/2023 READYREFRESH BY NESTLE 1,183.40Accounts Payable Check
175163 07/14/2023 ROB DAVIS CONSTRUCTION 3,600.00Accounts Payable Check
175164 07/14/2023 JAMES STEVEN ROBINSON DVM 14,400.00Accounts Payable Check
175165 07/14/2023 EVAN RUSSELL 203.91Accounts Payable Check
175166 07/14/2023 SAN LUIS POWERHOUSE, INC.1,271.91Accounts Payable Check
175167 07/14/2023 SCHAAF & WHEELER 20,252.50Accounts Payable Check
175168 07/14/2023 SCHNEIDER ELECTRIC SYS USA INC 2,765.05Accounts Payable Check
175169 07/14/2023 SIONICS WEAPON SYSTEMS 36,278.13Accounts Payable Check
175170 07/14/2023 SLO COUNTY SHERIFF'S OFFICE 80,175.35Accounts Payable Check
175171 07/14/2023 SO. BAY REG. PUBLIC SAFETY 125.00Accounts Payable Check
175172 07/14/2023 SOUTH COAST EMERGENCY VEH SVC 218.04Accounts Payable Check
175173 07/14/2023 SOUZA CONSTRUCTION, INC.1,334,776.25Accounts Payable Check
175174 07/14/2023 SPECIALIZED EQUIPMENT REPAIR 1,070.09Accounts Payable Check
ITEM NUMBER: A-2
DATE: 09/12/23
ATTACHMENT: 1
Page 39 of 72
Check
Number
Check
Date Vendor Description Amount
City of Atascadero
Disbursement Listing
For the Month of July 2023
175175 07/14/2023 SUPERION, LLC 900.00Accounts Payable Check
175176 07/14/2023 THOMSON REUTERS - WEST 201.99Accounts Payable Check
175177 07/14/2023 TOSTE CONSTRUCTION, INC.31,404.00Accounts Payable Check
175183 07/14/2023 U.S. BANK 56,795.11Accounts Payable Check
175184 07/14/2023 ULTREX BUSINESS PRODUCTS 271.86Accounts Payable Check
175185 07/14/2023 VERIZON WIRELESS 3,077.57Accounts Payable Check
175186 07/14/2023 WARM FUZZY TOYS 590.27Accounts Payable Check
175187 07/14/2023 WHITLOCK & WEINBERGER TRANS.9,340.00Accounts Payable Check
175188 07/14/2023 KAREN B. WYKE 1,165.20Accounts Payable Check
175189 07/14/2023 YOUTH TECH, INC.1,110.00Accounts Payable Check
175190 07/17/2023 COOKIE MOMO 928.40Accounts Payable Check
4831 07/20/2023 ANTHEM BLUE CROSS HSA 13,449.03Payroll Vendor Payment
175191 07/20/2023 ATASCADERO MID MGRS ORG UNION 40.00Payroll Vendor Payment
175192 07/20/2023 ATASCADERO POLICE OFFICERS 2,249.75Payroll Vendor Payment
175193 07/20/2023 ATASCADERO PROF. FIREFIGHTERS 1,151.80Payroll Vendor Payment
175194 07/20/2023 CA FIREFIGHTERS BENEFIT TRUST 1,800.00Payroll Vendor Payment
175195 07/20/2023 EMPOWER ANNUITY INS CO 8,672.39Payroll Vendor Payment
175196 07/20/2023 MISSIONSQUARE 83,446.66Payroll Vendor Payment
175197 07/20/2023 NATIONWIDE RETIREMENT SOLUTION 1,341.59Payroll Vendor Payment
175198 07/20/2023 NAVIA BENEFIT SOLUTIONS 1,488.86Payroll Vendor Payment
4832 07/21/2023 STATE DISBURSEMENT UNIT 283.84Payroll Vendor Payment
4833 07/21/2023 CALIF PUBLIC EMPLOYEES RETIREMENT SYSTEM 25,812.62Payroll Vendor Payment
4834 07/21/2023 CALIF PUBLIC EMPLOYEES RETIREMENT SYSTEM 37,606.70Accounts Payable Check
4835 07/21/2023 CALIF PUBLIC EMPLOYEES RETIREMENT SYSTEM 2,756.82Accounts Payable Check
4836 07/21/2023 CALIF PUBLIC EMPLOYEES RETIREMENT SYSTEM 2,726.10Accounts Payable Check
4837 07/21/2023 CALIF PUBLIC EMPLOYEES RETIREMENT SYSTEM 5,866.70Accounts Payable Check
4838 07/21/2023 CALIF PUBLIC EMPLOYEES RETIREMENT SYSTEM 11,417.13Accounts Payable Check
4839 07/21/2023 CALIF PUBLIC EMPLOYEES RETIREMENT SYSTEM 16,674.32Accounts Payable Check
4840 07/21/2023 CALIF PUBLIC EMPLOYEES RETIREMENT SYSTEM 23,060.90Accounts Payable Check
4842 07/21/2023 RABOBANK, N.A.108,602.19Payroll Vendor Payment
4843 07/21/2023 EMPLOYMENT DEV DEPARTMENT 38,274.35Payroll Vendor Payment
4844 07/21/2023 EMPLOYMENT DEV. DEPARTMENT 2,596.29Payroll Vendor Payment
4841 07/24/2023 SEIU LOCAL 620 896.89Payroll Vendor Payment
175199 07/28/2023 13 STARS MEDIA 4,081.40Accounts Payable Check
175200 07/28/2023 JAKE ABBOTT 110.00Accounts Payable Check
175201 07/28/2023 ACTION SPORTS CANOPIES 5,329.84Accounts Payable Check
175202 07/28/2023 AK & COMPANY 2,000.00Accounts Payable Check
175203 07/28/2023 ALTA LANGUAGE SERVICES, INC.55.00Accounts Payable Check
175204 07/28/2023 AMERICAN WEST TIRE & AUTO INC 2,119.64Accounts Payable Check
175206 07/28/2023 AT&T 1,174.44Accounts Payable Check
175207 07/28/2023 AT&T 758.54Accounts Payable Check
175208 07/28/2023 ATASCADERO PROF. FIREFIGHTERS 1,679.76Accounts Payable Check
175209 07/28/2023 BISON ENERGY SOLUTIONS 456.88Accounts Payable Check
ITEM NUMBER: A-2
DATE: 09/12/23
ATTACHMENT: 1
Page 40 of 72
Check
Number
Check
Date Vendor Description Amount
City of Atascadero
Disbursement Listing
For the Month of July 2023
175210 07/28/2023 BRENDLER JANITORIAL SERVICE 1,185.00Accounts Payable Check
175211 07/28/2023 CA BUILDING STANDARDS COMM.186.30Accounts Payable Check
175212 07/28/2023 CA DEPT OF TAX AND FEE ADMIN.5,562.00Accounts Payable Check
175213 07/28/2023 BRETT CALLOWAY 269.00Accounts Payable Check
175214 07/28/2023 CC DYNASTY FUTBOL CLUB 710.00Accounts Payable Check
175215 07/28/2023 CHARTER COMMUNICATIONS 2,067.95Accounts Payable Check
175216 07/28/2023 MATTHEW L. CHESSON 120.00Accounts Payable Check
175217 07/28/2023 COASTAL COPY, INC.663.09Accounts Payable Check
175218 07/28/2023 HOLLY R. COLLINS 348.00Accounts Payable Check
175219 07/28/2023 COLOR CRAFT PRINTING 353.63Accounts Payable Check
175220 07/28/2023 CONSOR NORTH AMERICA, INC.29,632.89Accounts Payable Check
175221 07/28/2023 CSG CONSULTANTS, INC.16,096.64Accounts Payable Check
175222 07/28/2023 DESTINY CUELLAR 120.00Accounts Payable Check
175223 07/28/2023 DEEP BLUE INTEGRATION, INC.585.00Accounts Payable Check
175224 07/28/2023 DEPARTMENT OF CONSERVATION 450.38Accounts Payable Check
175225 07/28/2023 DEPENDABLE FIRE PROTECTION 479.00Accounts Payable Check
175226 07/28/2023 DEPT. OF INDUSTRIAL RELATIONS 225.00Accounts Payable Check
175227 07/28/2023 DOOLEY ENTERPRISES INC 6,320.72Accounts Payable Check
175228 07/28/2023 JOHN W DOUPE 120.00Accounts Payable Check
175229 07/28/2023 EHD STUDIO INC.570.00Accounts Payable Check
175230 07/28/2023 RYAN ENFANTINO 120.00Accounts Payable Check
175231 07/28/2023 FASTRAK INV PROCESSING DEPT 7.00Accounts Payable Check
175232 07/28/2023 FGL ENVIRONMENTAL 279.00Accounts Payable Check
175233 07/28/2023 SETH FIDALGO 85.00Accounts Payable Check
175234 07/28/2023 RYAN GABBARD 120.00Accounts Payable Check
175235 07/28/2023 ANNE E. GALLAGHER 90.00Accounts Payable Check
175236 07/28/2023 RYAN GOUDY 120.00Accounts Payable Check
175237 07/28/2023 KATHLEEN GROGAN 120.00Accounts Payable Check
175238 07/28/2023 CHRISTOPHER HALL 120.00Accounts Payable Check
175239 07/28/2023 ROBERT S HAMMER 120.00Accounts Payable Check
175240 07/28/2023 HANSEN BRO'S CUSTOM FARMING 5,395.29Accounts Payable Check
175241 07/28/2023 RAMON HERNANDEZ 120.00Accounts Payable Check
175242 07/28/2023 CHRISTOPHER HESTER 120.00Accounts Payable Check
175243 07/28/2023 SETH W HUGHES 120.00Accounts Payable Check
175244 07/28/2023 ALAN HURST 120.00Accounts Payable Check
175245 07/28/2023 INDIGO CLOTHING 300.00Accounts Payable Check
175246 07/28/2023 ZACHARIAH JACKSON 443.00Accounts Payable Check
175247 07/28/2023 KCS DEVELOPMENT, LLC 2,005.00Accounts Payable Check
175248 07/28/2023 KAYLA KLINGENBERG 20.00Accounts Payable Check
175249 07/28/2023 KPRL 1230 AM 720.00Accounts Payable Check
175250 07/28/2023 KRITZ EXCAVATING & TRUCKNG INC 1,503.34Accounts Payable Check
175251 07/28/2023 JULIO LEYVA 60.00Accounts Payable Check
175252 07/28/2023 JACKSON LIGHT 127.50Accounts Payable Check
ITEM NUMBER: A-2
DATE: 09/12/23
ATTACHMENT: 1
Page 41 of 72
Check
Number
Check
Date Vendor Description Amount
City of Atascadero
Disbursement Listing
For the Month of July 2023
175253 07/28/2023 SHANDI LOCKE 120.00Accounts Payable Check
175254 07/28/2023 MARGARITA ADVENTURES, LLC 840.00Accounts Payable Check
175255 07/28/2023 CRAIG MARTINEAU 670.00Accounts Payable Check
175256 07/28/2023 MCCLATCHY SHARED SERVICES, LLC 1,020.27Accounts Payable Check
175257 07/28/2023 ADAM MEDINA 120.00Accounts Payable Check
175258 07/28/2023 GREGG T. MEYER 120.00Accounts Payable Check
175259 07/28/2023 MICHAEL FREDERICK PAVING,INC.202,333.33Accounts Payable Check
175260 07/28/2023 MINER'S ACE HARDWARE 30.43Accounts Payable Check
175261 07/28/2023 MISSION UNIFORM SERVICE 20.00Accounts Payable Check
175262 07/28/2023 MOSS, LEVY, & HARTZHEIM LLP 2,000.00Accounts Payable Check
175263 07/28/2023 KELLYE R. NETZ 145.00Accounts Payable Check
175264 07/28/2023 MARC NOBRIGA 120.00Accounts Payable Check
175265 07/28/2023 NORTH COUNTY CARPET CLEANERS 675.00Accounts Payable Check
175266 07/28/2023 ANJANETTE ORDONEZ 120.00Accounts Payable Check
175267 07/28/2023 RON OVERACKER 120.00Accounts Payable Check
175268 07/28/2023 PACIFIC GAS AND ELECTRIC 39,076.95Accounts Payable Check
175269 07/28/2023 TIMOTHY PERKINS 120.00Accounts Payable Check
175270 07/28/2023 SCOTT E. PIPAN 120.00Accounts Payable Check
175271 07/28/2023 WARREN PITTENGER 120.00Accounts Payable Check
175272 07/28/2023 PLANETERIA MEDIA, LLC 35,100.00Accounts Payable Check
175273 07/28/2023 JULIA POSMOGA 120.00Accounts Payable Check
175274 07/28/2023 PROCARE JANITORIAL SUPPLY,INC.58.52Accounts Payable Check
175275 07/28/2023 PRW STEEL SUPPLY, INC.2,284.21Accounts Payable Check
175276 07/28/2023 LAUREN-ASHLEY PURIFY 120.00Accounts Payable Check
175277 07/28/2023 QUALITY CODE PUBLISHING 3,061.45Accounts Payable Check
175278 07/28/2023 MARCELES RODRIGUEZ 120.00Accounts Payable Check
175279 07/28/2023 SAMUEL RODRIGUEZ 120.00Accounts Payable Check
175280 07/28/2023 SCHAAF & WHEELER 25,120.00Accounts Payable Check
175281 07/28/2023 SCOTT O'BRIEN FIRE & SAFETY CO 179.30Accounts Payable Check
175282 07/28/2023 SEDGWICK COUNTY ZOO 157.06Accounts Payable Check
175283 07/28/2023 THE SHERWIN-WILLIAMS COMPANY 63.53Accounts Payable Check
175284 07/28/2023 RYAN SLOAN 120.00Accounts Payable Check
175285 07/28/2023 IAN TYLER SMITH 241.74Accounts Payable Check
175286 07/28/2023 STAPLES CREDIT PLAN 197.38Accounts Payable Check
175287 07/28/2023 KURT W. STONE 1,200.00Accounts Payable Check
175288 07/28/2023 STORMWIND, LLC 1,490.00Accounts Payable Check
175289 07/28/2023 SUNBELT RENTALS, INC.1,134.11Accounts Payable Check
175290 07/28/2023 SUNLIGHT JANITORIAL, INC.1,875.00Accounts Payable Check
175291 07/28/2023 JOHN W. TAYLOR 120.00Accounts Payable Check
175292 07/28/2023 TESCO CONTROLS, LLC 5,370.00Accounts Payable Check
175293 07/28/2023 UBEO BUSINESS SERVICES 8,654.72Accounts Payable Check
175294 07/28/2023 UNITED RENTALS (NORTH AM), INC 1,576.91Accounts Payable Check
175295 07/28/2023 VERDIN 42,083.43Accounts Payable Check
ITEM NUMBER: A-2
DATE: 09/12/23
ATTACHMENT: 1
Page 42 of 72
Check
Number
Check
Date Vendor Description Amount
City of Atascadero
Disbursement Listing
For the Month of July 2023
175296 07/28/2023 WALLACE GROUP 25,130.50Accounts Payable Check
175297 07/28/2023 WILDLIFE CONSERVATION SOCIETY 157.06Accounts Payable Check
175298 07/28/2023 WILLIAMS FLOORING AMERICA, INC 1,675.00Accounts Payable Check
175299 07/28/2023 JEFF WILSHUSEN 120.00Accounts Payable Check
175300 07/28/2023 13 STARS MEDIA 1,050.00Accounts Payable Check
175301 07/28/2023 2 MEXICANS, LLC 2,825.50Accounts Payable Check
175302 07/28/2023 AIRGAS USA, LLC 313.92Accounts Payable Check
175303 07/28/2023 ALL SIGNS AND GRAPHICS, INC.597.31Accounts Payable Check
175304 07/28/2023 AMERICAN WEST TIRE & AUTO INC 952.28Accounts Payable Check
175305 07/28/2023 ARCHIVE SOCIAL, LLC 3,137.40Accounts Payable Check
175306 07/28/2023 KELLY AREBALO 493.03Accounts Payable Check
175307 07/28/2023 MICHAEL J. ARRIOLA 1,850.00Accounts Payable Check
175308 07/28/2023 ATASCADERO CHAMBER OF COMMERCE 66,873.50Accounts Payable Check
175309 07/28/2023 ATASCADERO HAY & FEED 780.92Accounts Payable Check
175310 07/28/2023 BASSETT'S CRICKET RANCH,INC.431.81Accounts Payable Check
175311 07/28/2023 BERRY MAN, INC.716.05Accounts Payable Check
175312 07/28/2023 BMI 421.00Accounts Payable Check
175313 07/28/2023 BOUND TREE MEDICAL, LLC 130.40Accounts Payable Check
175314 07/28/2023 BURT INDUSTRIAL SUPPLY 381.71Accounts Payable Check
175315 07/28/2023 CA FIRE CHIEFS ASSC.960.00Accounts Payable Check
175316 07/28/2023 CAL CHIEFS TRAINING OFFICERS-250.00Accounts Payable Check
175317 07/28/2023 ROBERT R. CANTRELL 2,500.00Accounts Payable Check
175318 07/28/2023 CARQUEST OF ATASCADERO 96.31Accounts Payable Check
175319 07/28/2023 CENTRAL COAST CIDER ASSC.7,500.00Accounts Payable Check
175320 07/28/2023 CENTRAL COAST TOURISM COUNCIL 475.00Accounts Payable Check
175321 07/28/2023 CG VISUAL SOLUTIONS CORP.454.36Accounts Payable Check
175322 07/28/2023 CHARTER COMMUNICATIONS 1,791.69Accounts Payable Check
175323 07/28/2023 DAVID S. CHOCK 900.00Accounts Payable Check
175324 07/28/2023 HOLLY R. COLLINS 558.00Accounts Payable Check
175325 07/28/2023 COUNTY OF SAN LUIS OBISPO 5,000.00Accounts Payable Check
175326 07/28/2023 CRYSTAL SPRINGS WATER 20.00Accounts Payable Check
175327 07/28/2023 JOE DEBRUIN, PH.D.180.00Accounts Payable Check
175328 07/28/2023 DEEP BLUE INTEGRATION, INC.540.00Accounts Payable Check
175329 07/28/2023 DRIVE CUSTOMS 3,596.87Accounts Payable Check
175330 07/28/2023 ESRI, INC.15,094.24Accounts Payable Check
175331 07/28/2023 EXECUTIVE JANITORIAL 750.00Accounts Payable Check
175332 07/28/2023 FENCE FACTORY ATASCADERO 4,730.00Accounts Payable Check
175333 07/28/2023 FGL ENVIRONMENTAL 226.00Accounts Payable Check
175334 07/28/2023 FIRE CHIEFS ASSC OF SLO CO 325.00Accounts Payable Check
175335 07/28/2023 ANNE E. GALLAGHER 225.00Accounts Payable Check
175336 07/28/2023 JAIME GALLI 50.00Accounts Payable Check
175337 07/28/2023 GAS COMPANY 484.06Accounts Payable Check
175338 07/28/2023 KELLY GLEASON 22.93Accounts Payable Check
ITEM NUMBER: A-2
DATE: 09/12/23
ATTACHMENT: 1
Page 43 of 72
Check
Number
Check
Date Vendor Description Amount
City of Atascadero
Disbursement Listing
For the Month of July 2023
175339 07/28/2023 DORIAN M. HACHIGIAN 400.00Accounts Payable Check
175340 07/28/2023 ICE CREAM SHOP LA MICHOACANA 1,995.00Accounts Payable Check
175341 07/28/2023 J. CARROLL CORPORATION 3,645.60Accounts Payable Check
175342 07/28/2023 JK'S UNLIMITED, INC.3,596.28Accounts Payable Check
175343 07/28/2023 L.N. CURTIS & SONS 129.65Accounts Payable Check
175344 07/28/2023 LANTERN PRESS 431.64Accounts Payable Check
175345 07/28/2023 JAMES R. LEWIS 4,748.12Accounts Payable Check
175346 07/28/2023 LIFE ASSIST, INC.256.57Accounts Payable Check
175347 07/28/2023 MADRONE LANDSCAPES, INC.1,200.00Accounts Payable Check
175348 07/28/2023 MARGARITA ADVENTURES, LLC 210.00Accounts Payable Check
175349 07/28/2023 MCCONNELL CONSTRUCTION 2,885.51Accounts Payable Check
175350 07/28/2023 EDWARD J. MILLER, JR.400.00Accounts Payable Check
175351 07/28/2023 MINER'S ACE HARDWARE 306.56Accounts Payable Check
175352 07/28/2023 MISSION UNIFORM SERVICE 397.74Accounts Payable Check
175353 07/28/2023 MOTION PICTURE LICENSING CORP.738.85Accounts Payable Check
175354 07/28/2023 MWI ANIMAL HEALTH 186.17Accounts Payable Check
175355 07/28/2023 PROCARE JANITORIAL SUPPLY,INC.1,146.49Accounts Payable Check
175356 07/28/2023 GERALD D. PURIFY JR.1,200.00Accounts Payable Check
175357 07/28/2023 RAINSCAPE, A LANDSCAPE SVC CO.2,072.50Accounts Payable Check
175358 07/28/2023 ANTHONY RAMIREZ 400.00Accounts Payable Check
175359 07/28/2023 RECOGNITION WORKS 13.05Accounts Payable Check
175360 07/28/2023 ROLSON MUSIC & SOUND 3,775.00Accounts Payable Check
175361 07/28/2023 JAMES SCOOLIS 750.00Accounts Payable Check
175362 07/28/2023 SECURITAS TECHNOLOGY CORPORATN 403.00Accounts Payable Check
175363 07/28/2023 THE SHERWIN-WILLIAMS COMPANY 149.43Accounts Payable Check
175364 07/28/2023 SICO AMERICA INC.5,560.70Accounts Payable Check
175365 07/28/2023 SLO COUNTY TRAINING OFFICERS 200.00Accounts Payable Check
175366 07/28/2023 MARY P. SMITH 513.00Accounts Payable Check
175367 07/28/2023 STAPLES CREDIT PLAN 159.30Accounts Payable Check
175368 07/28/2023 STEPHEN JOSEPH 273.23Accounts Payable Check
175369 07/28/2023 T-MOBILE USA, INC.25.00Accounts Payable Check
175370 07/28/2023 VINO VICE, INC.752.50Accounts Payable Check
175371 07/28/2023 VITAL RECORDS CONTROL 199.71Accounts Payable Check
175372 07/28/2023 FORRESTT A. WILLIAMS 900.00Accounts Payable Check
175373 07/28/2023 WOODS HUMANE SOCIETY 4,750.00Accounts Payable Check
175374 07/28/2023 YOUTH EVOLUTION SOCCER 2,880.00Accounts Payable Check
175375 07/28/2023 YOUTH TECH, INC.2,703.00Accounts Payable Check
175376 07/28/2023 ZOLL MEDICAL CORPORATION 766.14Accounts Payable Check
$ 4,961,358.93
ITEM NUMBER: A-2
DATE: 09/12/23
ATTACHMENT: 1
Page 44 of 72
June 2023
June 2023 Investment Report
RECOMMENDATION:
REPORT IN BRIEF:
Cash and Investments
Checking 6,347,839$
Zoo Credit Card Deposit Account 61,170
Certificates of Deposit 15,592,150
Government Securities 18,213,254
Supranational Securities 3,011,978
Municipal Securities 7,607,867
LAIF 26,981,631
Cash with Fiscal Agents 2,336,227
Cash in Banks at June 30, 2023 80,152,116$
Deposits in Transit 114,552
Timing Differences (588,808)
Cash and Investments at June 30, 2023 79,677,860$
Investment Activity
Securities Purchased:
Purchase Date Description Type Cost Maturity Date
04/12/23 Corona California Pension
CUSIP #21969AAD4
Municipal
Security
$ 420,615 05/01/25
04/12/23 Tulare CA Sewer Rev
CUSIP #899124MH1
Municipal
Security
291,015 11/15/27
04/12/23 California State Bonds-Taxable
CUSIP #13063DGC6
Municipal
Security
146,797 04/01/28
04/12/23 California State Bonds-GO
CUSIP #13063DGC6
Municipal
Security
513,791 04/01/28
05/10/23 Golden St TOB
CUSIP #38122NC59
Municipal
Security
139,970 06/01/26
05/10/23 Sequoia CA Union High
CUSIP #817409N50
Municipal
Security
320,341 07/01/27
05/12/23 Central Bank
Little Rock, AR
Certificate of
Deposit
249,000 05/12/28
Atascadero City Council
Council receive and file the City Treasurer's report for quarter ending June 30, 2023.
Staff Report - City Treasurer
Page 1 of 16
ITEM NUMBER: A-3
DATE: 09/12/23
Page 45 of 72
Securities Purchased (continued):
Purchase Date Description Type Cost Maturity Date
05/16/23 CIBC Bank
Chicago, IL
Certificate of
Deposit
$ 244,000 05/16/28
05/16/23 Univest Bank & Trust
Souderton, PA
Certificate of
Deposit
249,000 05/16/28
05/30/23 Idaho First Bank
McCall, ID
Certificate of
Deposit
245,000 05/30/28
05/31/23 Customers Bank
Phoenixville, PA
Certificate of
Deposit
244,000 05/31/28
06/20/23 Federal Home Loan Bank
CUSIP #3130AEB25
Government
Security
164,093 06/09/28
Securities Matured:
Maturity Date Description Type Original Cost Amount Matured
04/11/23 Federal Farm Credit Bank
CUSIP #3133EJKN8
Government
Security
$ 499,735 $ 500,000
04/12/23 Morgan Stanley
Salt Lake City, UT
Certificate of
Deposit
245,000 245,000
05/08/23 Old Missouri Bank
Springfield, MO
Certificate of
Deposit
100,000 100,000
05/09/23 Goldman Sachs
New York, NY
Certificate of
Deposit
245,000 245,000
06/06/23 Citibank
Sioux Falls, SD
Certificate of
Deposit
245,000 245,000
06/27/23 PeopleFirst Bank
Joliet, IL
Certificate of
Deposit
245,000 245,000
Securities Sold Prior to Maturity:
None
Other Reportable Activities:
None
Investment Activity (continued)
Page 2 of 16
ITEM NUMBER: A-3
DATE: 09/12/23
Page 46 of 72
CITY OF ATASCADERO
TREASURER'S REPORT
CASH & INVESTMENTS ACTIVITY SUMMARY
for the quarter ending June 30, 2023
CHECKING FISCAL
ACCOUNTS INVESTMENTS AGENT TOTALS
Balance per Banks at
March 1, 2023 $4,587,329 $65,590,714 $2,648,995 72,827,038$
Receipts 15,809,461 150,293 28,663 15,988,417
Recognition of Premiums &
Discounts - 18,251 - 18,251
Disbursements (8,340,159) - (341,431) (8,681,590)
Transfers In 1,580,000 7,227,622 - 8,807,622
Transfers Out (7,227,622) (1,580,000) - (8,807,622)
Balance per Banks at
June 30, 2023 $6,409,009 $71,406,880 $2,336,227 80,152,116
Deposits in Transit 114,552
Timing Differences (588,808)
Adjusted Treasurer's Balance $79,677,860
Page 3 of 16
ITEM NUMBER: A-3
DATE: 09/12/23
Page 47 of 72
MATURITY DESCRIPTION PURCHASE INVESTMENT INVESTMENT STATED FACE PREMIUM/COST OF MARKET UNREALIZED
DATE (ISSUER)DATE TYPE RATING % RATE YIELD VALUE (DISCOUNT)INVESTMENT VALUE GAIN / (LOSS)
Funds Managed by City
n/a
Local Agency Invest.
Fund (LAIF)n/a State Investment Fund n/a n/a 3.17%26,981,631$ n/a 26,981,631$ 26,617,658$ (363,973)$
n/a Broker Money Market n/a Money Fund n/a n/a Vary - n/a - - -
07/31/23 Int'l Finance Corporation
CUSIP #45950KCP3
09/12/18 Supranational Security Aaa 2.88%2.90%500,000 (11) 499,989 499,160 (829)
07/31/23 Medallion Bank
Salt Lake City, UT
07/31/18 Certificate of Deposit n/a 3.25%3.25%245,000 n/a 245,000 244,588 (412)
08/01/23 Discover Bank
Wilmington, DE
08/01/18 Certificate of Deposit n/a 3.35%3.35%245,000 n/a 245,000 244,581 (419)
09/26/23 MidSouth Bank
Lafayette, LA
09/26/18 Certificate of Deposit n/a 3.10%3.10%245,000 n/a 245,000 243,724 (1,276)
09/27/23 Int'l Bank for Recon & Develop
CUSIP #459058GL1
02/06/19 Supranational Security Aaa 3.00%2.55%500,000 546 500,546 497,135 (3,411)
09/27/23 Nicolet National Bank
Green Bay, WI
03/27/20 Certificate of Deposit n/a 1.25%1.25%245,000 n/a 245,000 242,624 (2,377)
09/29/23 Alma Bank
Astoria, NY
03/31/20 Certificate of Deposit n/a 1.10%1.10%245,000 n/a 245,000 242,479 (2,521)
10/13/23 Luther Burbank Savings
Santa Rosa, CA
10/14/22 Certificate of Deposit n/a 4.05%4.05%240,000 n/a 240,000 239,033 (967)
11/06/23 Federal Farm Credit Bank
CUSIP #3133EJQ85
11/06/18 Government Security n/a 3.05%3.06%500,000 (14) 499,986 495,945 (4,041)
11/08/23 Morgan Stanley Private Bank
New York, NY
11/08/18 Certificate of Deposit n/a 3.55%3.55%245,000 n/a 245,000 243,383 (1,617)
12/08/23 Federal Home Loan Bank
CUSIP #3130AAHE1
04/30/20 Government Security n/a 2.50%0.39%640,000 5,961 645,961 631,923 (14,038)
01/30/24 First Premier Bank
Sioux Falls, SD
01/30/19 Certificate of Deposit n/a 2.95%2.95%245,000 n/a 245,000 241,702 (3,298)
02/22/24 Bank of Delight
Delight, AR
02/22/19 Certificate of Deposit n/a 2.85%2.85%245,000 n/a 245,000 241,156 (3,844)
03/08/24 Federal Home Loan Bank
CUSIP #3130AB3H7
03/07/19 Government Security Aaa 2.38%2.58%750,000 (1,043) 748,957 734,745 (14,212)
CITY OF ATASCADERO
INVESTMENT REPORT
June 30, 2023
Page 4 of 16
ITEM NUMBER: A-3
DATE: 09/12/23
Page 48 of 72
MATURITY DESCRIPTION PURCHASE INVESTMENT INVESTMENT STATED FACE PREMIUM/COST OF MARKET UNREALIZED
DATE (ISSUER)DATE TYPE RATING % RATE YIELD VALUE (DISCOUNT)INVESTMENT VALUE GAIN / (LOSS)
CITY OF ATASCADERO
INVESTMENT REPORT
June 30, 2023
03/27/24 First National Bank
East Lansing, MI
03/27/19 Certificate of Deposit n/a 2.75%2.75%245,000 n/a 245,000 240,377 (4,623)
04/26/24 Mainstreet Bank
Fairfax, VA
05/01/19 Certificate of Deposit n/a 2.60%2.60%245,000$ n/a 245,000$ 239,510$ (5,490)$
05/13/24 Federal Farm Credit Bank
CUSIP #3133EKLB0
05/13/19 Government Security Aaa 2.31%2.32%500,000 (30) 499,970 487,270 (12,700)
05/16/24 Enterprise Bank
Allison Park, PA
05/16/19 Certificate of Deposit n/a 2.60%2.60%245,000 n/a 245,000 239,091 (5,909)
06/01/24 Tulare County Pension Bond
CUSIP #899154AW8
09/28/20 Municipal Security A1 3.56%0.79%120,000 3,026 123,026 117,373 (5,653)
06/26/24 Commerce Bank
Geneva, MN
06/26/19 Certificate of Deposit n/a 2.30%2.30%245,000 n/a 245,000 237,523 (7,477)
07/26/24 Abacus Federal Savings
New York, NY
07/26/19 Certificate of Deposit n/a 2.00%2.00%245,000 n/a 245,000 236,146 (8,854)
08/01/24 Federal Farm Credit Bank
CUSIP 3133EJM55
07/24/19 Government Security Aaa 3.25%1.92%427,000 6,051 433,051 417,102 (15,949)
08/19/24 CF Bank
Worthington, OH
08/19/19 Certificate of Deposit n/a 1.85%1.85%245,000 n/a 245,000 235,239 (9,761)
08/28/24 Genoa Banking Company
Genoa, OH
08/28/19 Certificate of Deposit n/a 1.80%1.80%245,000 n/a 245,000 234,899 (10,101)
08/28/24 Int'l Bank for Recon & Develop
CUSIP #459056HV2
10/18/19 Supranational Security Aaa 1.50%1.62%500,000 (679) 499,321 478,375 (20,946)
08/30/24 Preferred Bank
Los Angeles, CA
08/30/19 Certificate of Deposit n/a 1.85%1.85%245,000 n/a 245,000 234,967 (10,033)
09/10/24 Peoples Bank
Rock Valley, IA
03/23/20 Certificate of Deposit n/a 1.50%1.50%100,000 n/a 100,000 95,419 (4,581)
09/20/24 Bank Deerfield
Deerfield, WI
09/20/19 Certificate of Deposit n/a 1.70%1.70%245,000 n/a 245,000 234,107 (10,893)
09/25/24 Grand River Bank
Grandville, MI
03/25/20 Certificate of Deposit n/a 1.00%1.00%245,000 n/a 245,000 231,944 (13,056)
10/15/24 Federal National Mortgage Assn
CUSIP #3135G0W66
03/13/20 Government Security Aaa 1.63%0.81%500,000 5,247 505,247 477,055 (28,192)
11/08/24 Raymond James Bank
St. Petersburg, FL
11/08/19 Certificate of Deposit n/a 1.80%1.80%245,000 n/a 245,000 233,358 (11,642)
Page 5 of 16
ITEM NUMBER: A-3
DATE: 09/12/23
Page 49 of 72
MATURITY DESCRIPTION PURCHASE INVESTMENT INVESTMENT STATED FACE PREMIUM/COST OF MARKET UNREALIZED
DATE (ISSUER)DATE TYPE RATING % RATE YIELD VALUE (DISCOUNT)INVESTMENT VALUE GAIN / (LOSS)
CITY OF ATASCADERO
INVESTMENT REPORT
June 30, 2023
11/18/24 Federal Farm Credit Bank
CUSIP #3133ENZ94
11/23/22 Government Security Aaa 4.50%4.70%400,000 (1,089) 398,911 396,092 (2,819)
12/13/24 Federal Home Loan Bank
CUSIP #3130A3GE8
03/13/20 Government Security Aaa 2.75%0.84%500,000$ 13,811$ 513,811$ 482,290$ (31,521)$
01/15/25 Int'l Bank for Recon & Develop
CUSIP #459058HT3
01/16/20 Supranational Security Aaa 1.63%1.66%500,000 (297) 499,703 474,045 (25,658)
01/20/25 Live Oak Banking Company
Wilmington, NC
01/24/20 Certificate of Deposit n/a 1.85%1.85%245,000 n/a 245,000 231,883 (13,117)
01/24/25 Baycoast Bank
Swansea, MA
01/24/20 Certificate of Deposit n/a 1.70%1.70%245,000 n/a 245,000 231,388 (13,612)
02/12/25 Federal Home Loan Mtge Corp
CUSIP #3137EAEP0
03/13/20 Government Security Aaa 1.50%0.79%500,000 5,721 505,721 471,985 (33,736)
03/03/25 Federal Farm Credit Bank
CUSIP #3133ELQY3
03/04/20 Government Security Aaa 1.21%0.88%500,000 2,709 502,709 468,655 (34,054)
03/26/25 Evergreen Bank Group
Oak Brook, IL
03/26/20 Certificate of Deposit n/a 1.00%1.00%245,000 n/a 245,000 227,005 (17,995)
03/27/25 Bank of Romney
Romney, WV
03/27/20 Certificate of Deposit n/a 1.15%1.15%245,000 n/a 245,000 227,585 (17,415)
03/27/25 First Jackson Bank
Stevenson, AL
03/27/20 Certificate of Deposit n/a 1.15%1.15%245,000 n/a 245,000 227,585 (17,415)
04/01/25 El Cajon Taxable Pension Obl
CUSIP 282659AX9
01/27/21 Municipal Security Aa 1.18%0.70%650,000 5,426 655,426 601,906 (53,521)
04/28/25 First National Bank
McGregor, TX
04/28/20 Certificate of Deposit n/a 1.35%1.35%245,000 n/a 245,000 227,642 (17,358)
04/29/25 Flagstar Bank
Troy, MI
03/26/20 Certificate of Deposit n/a 1.15%1.15%245,000 n/a 245,000 226,899 (18,101)
05/01/25 Corona California Pension
CUSIP #21969AAD4
04/12/23 Municipal Security AA+1.13%4.50%450,000 (26,398) 423,602 416,871 (6,731)
05/15/25 Tennessee Valley Authority
CUSIP #880591EW8
11/09/22 Government Security Aaa 0.75%4.77%205,000 (14,628) 190,372 189,149 (1,223)
06/30/25 US Treasury Notes
CUSIP #912828XZ8
04/13/22 Government Security Aaa 2.75%2.61%500,000 1,280 501,280 479,690 (21,590)
07/01/25 Northern Calif Power Agency
CUSIP #664845FN9
04/13/22 Municipal Security Aa3 2.39%3.04%305,000 (3,834) 301,166 288,079 (13,087)
Page 6 of 16
ITEM NUMBER: A-3
DATE: 09/12/23
Page 50 of 72
MATURITY DESCRIPTION PURCHASE INVESTMENT INVESTMENT STATED FACE PREMIUM/COST OF MARKET UNREALIZED
DATE (ISSUER)DATE TYPE RATING % RATE YIELD VALUE (DISCOUNT)INVESTMENT VALUE GAIN / (LOSS)
CITY OF ATASCADERO
INVESTMENT REPORT
June 30, 2023
07/01/25 University of California
CUSIP #91412GU94
10/22/20 Municipal Security Aa2 3.06%0.81%300,000 13,437 313,437 288,753 (24,684)
08/18/25 Federal National Mortgage Assn
CUSIP #3136G4M75
01/09/22 Government Security Aaa 0.52%4.70%280,000$ (23,525)$ 256,475$ 255,772$ (703)$
09/01/25 San Bernardino Successor Agency
Swansea, MA
10/22/20 Municipal Security Aa 4.00%0.71%175,000 12,407 187,407 177,037 (10,370)
09/12/25 Federal Home Loan Bank
CUSIP #3130A6C70
10/04/22 Government Security Aaa 2.63%4.13%570,000 (17,879) 552,121 542,828 (9,293)
10/01/25 Folsom Cordova School District
CUSIP #34440PCN9
11/10/20 Municipal Security Aa-3.00%1.00%400,000 17,814 417,814 381,252 (36,562)
11/07/25 Federal National Mortgage Assn
CUSIP #3135G06G3
12/14/20 Government Security Aaa 0.50%0.42%500,000 938 500,938 453,160 (47,778)
11/15/25 Tulare Sewer Revenue
CUSIP 899124MF5
12/11/20 Municipal Security Aa 1.46%0.58%400,000 8,232 408,232 365,132 (43,100)
12/11/25 BMW Bank North America
Salt Lake City, UT
12/11/20 Certificate of Deposit n/a 0.50%0.50%245,000 n/a 245,000 217,678 (27,322)
12/18/25 Third Federal Savings & Loan
Cleveland, OH
12/18/20 Certificate of Deposit n/a 1.46%1.46%245,000 n/a 245,000 217,197 (27,803)
01/15/26 First Reliance Bank
Florence, SC
01/15/21 Certificate of Deposit n/a 0.30%0.30%245,000 n/a 245,000 215,338 (29,662)
01/22/26 ConnectOne Bank
Englewood Cliffs, NJ
01/22/21 Certificate of Deposit n/a 0.45%0.45%245,000 n/a 245,000 216,004 (28,996)
01/22/26 Luana Savings Bank
Luana, IA
01/22/21 Certificate of Deposit n/a 0.40%0.40%245,000 n/a 245,000 216,014 (28,986)
02/09/26 First United Bank & Trust
Durant, OK
03/16/23 Certificate of Deposit n/a 4.25%4.81%120,000 (1,649) 118,351 116,627 (1,724)
02/11/26 Ind'l & Com'l Bank of China
New York, NY
02/22/21 Certificate of Deposit n/a 0.45%0.45%245,000 n/a 245,000 215,730 (29,270)
02/24/26 Eaglebank
Bethesda, MD
03/16/23 Certificate of Deposit n/a 4.25%4.25%244,000 n/a 244,000 237,095 (6,905)
03/02/26 Federal Farm Credit Bank
CUSIP #3133EFH91
03/03/21 Government Security Aaa 2.22%0.75%876,000 33,986 909,986 817,168 (92,818)
03/27/26 Federal Agriculture Mtge Corp
CUSIP #31422XDX7
03/30/21 Government Security n/a 0.83%0.87%500,000 (514) 499,486 452,325 (47,161)
Page 7 of 16
ITEM NUMBER: A-3
DATE: 09/12/23
Page 51 of 72
MATURITY DESCRIPTION PURCHASE INVESTMENT INVESTMENT STATED FACE PREMIUM/COST OF MARKET UNREALIZED
DATE (ISSUER)DATE TYPE RATING % RATE YIELD VALUE (DISCOUNT)INVESTMENT VALUE GAIN / (LOSS)
CITY OF ATASCADERO
INVESTMENT REPORT
June 30, 2023
04/23/26 Malaga Bank
Palos Verdes Peninsula, CA
04/23/21 Certificate of Deposit n/a 0.55%0.55%245,000 n/a 245,000 214,022 (30,978)
04/24/26 Federal National Mortgage Assn
CUSIP #3135G0K36
04/26/21 Government Security Aaa 2.13%0.77%500,000$ 18,873$ 518,873$ 467,570$ (51,303)$
05/19/26 Eaglemark Savings Bank
Reno, NV
05/19/21 Certificate of Deposit n/a 0.70%0.70%245,000 n/a 245,000 214,507 (30,493)
05/31/26 US Treasury Notes
CUSIP #91282CCF6
11/23/22 Government Security Aaa 0.75%4.15%500,000 (46,257) 453,743 449,120 (4,623)
06/01/26 Golden St TOB
CUSIP #38122NC59
05/10/23 Municipal Security A 2.16%4.52%150,000 (9,591) 140,409 136,449 (3,960)
06/30/26 UBS Bank USA
Salt Lake City, UT
05/19/21 Certificate of Deposit n/a 0.90%0.90%245,000 n/a 245,000 214,529 (30,471)
07/01/26 New York Community Bank
Hicksville, NY
06/29/21 Certificate of Deposit n/a 0.85%0.85%245,000 n/a 245,000 214,400 (30,601)
07/22/26 Toyota Financial Savings Bank
Henderson, NV
07/22/21 Certificate of Deposit n/a 0.95%0.95%245,000 n/a 245,000 214,642 (30,358)
08/01/26 Rancho Adobe Fire Protection
CUSIP #752096AE7
10/14/21 Municipal Security Aa 1.43%1.25%260,000 1,409 261,409 233,412 (27,997)
08/13/26 Synchrony Bank
Draper, UT
08/13/21 Certificate of Deposit n/a 0.90%0.90%245,000 n/a 245,000 213,767 (31,233)
09/24/26 Federal National Mortgage Assn
CUSIP #3135G0Q22
09/24/21 Government Security Aaa 1.88%0.80%500,000 17,202 517,202 461,500 (55,702)
09/29/26 First Bank Richmond
Richmond, IN
09/29/21 Certificate of Deposit n/a 0.55%0.55%245,000 n/a 245,000 210,112 (34,888)
10/01/26 California Infrastructure Bonds
CUSIP #13034AL73
10/05/22 Municipal Security AAA 1.04%4.69%155,000 (16,929) 138,071 137,739 (332)
10/01/26 Manteca Redevelopment Bonds
CUSIP #56453RBA1
10/05/22 Municipal Security AA 2.04%4.81%115,000 (9,497) 105,503 104,013 (1,490)
10/31/26 US Treasury Notes
CUSIP #912828YQ7
11/23/22 Government Security Aaa 1.63%4.07%250,000 (18,901) 231,099 228,633 (2,467)
11/17/26 Capital One Bank
Glen Allen, VA
11/17/21 Certificate of Deposit n/a 1.10%1.10%245,000 n/a 245,000 212,979 (32,022)
11/17/26 Capital One National
McLean, VA
11/17/21 Certificate of Deposit n/a 1.10%1.10%245,000 n/a 245,000 212,979 (32,022)
Page 8 of 16
ITEM NUMBER: A-3
DATE: 09/12/23
Page 52 of 72
MATURITY DESCRIPTION PURCHASE INVESTMENT INVESTMENT STATED FACE PREMIUM/COST OF MARKET UNREALIZED
DATE (ISSUER)DATE TYPE RATING % RATE YIELD VALUE (DISCOUNT)INVESTMENT VALUE GAIN / (LOSS)
CITY OF ATASCADERO
INVESTMENT REPORT
June 30, 2023
12/21/26 Federal Home Loan Bank
CUSIP #3130AQF65
12/30/21 Government Security Aaa 1.25%1.26%500,000 (126) 499,874 449,730 (50,144)
12/28/26 Federal Farm Credit Bank
CUSIP #3133EJ4E6
01/18/22 Government Security Aaa 3.13%1.58%200,000$ 10,462$ 210,462$ 191,334$ (19,128)$
12/31/26 Bank Kremlin
Kremlin, OK
12/31/21 Certificate of Deposit n/a 1.05%1.05%245,000 n/a 245,000 211,347 (33,653)
01/15/27 San Joaquin Hills Trans Agency
CUSIP # 798111HF0
01/19/22 Municipal Security A2 2.15%1.88%500,000 4,588 504,588 454,970 (49,618)
02/10/27 Federal Agriculture Mtge Corp
CUSIP #31422XTX0
02/17/22 Government Security n/a 1.60%1.96%550,000 (6,885) 543,115 497,228 (45,888)
02/17/27 Beal Bank USA
Las Vegas, NV
02/23/22 Certificate of Deposit n/a 1.90%1.90%245,000 n/a 245,000 217,347 (27,653)
02/23/27 Sallie Mae Bank
Salt Lake City, UT
10/13/22 Certificate of Deposit n/a 2.20%4.17%184,000 (12,200) 171,800 165,017 (6,783)
03/01/27 Sonoma Marin Area Rail Transit
CUSIP #835588BA1
12/07/22 Municipal Security AA 1.73%4.45%500,000 (45,605) 454,395 446,850 (7,545)
03/12/27 Federal Home Loan Bank
CUSIP #3130A3DU5
03/17/22 Government Security Aaa 3.00%2.20%500,000 14,113 514,113 474,180 (39,933)
03/16/27 American Express Nat'l Bank
Sandy, UT
03/16/22 Certificate of Deposit n/a 2.00%2.00%245,000 n/a 245,000 217,709 (27,291)
03/17/27 Beal Bank
Plano, TX
03/23/22 Certificate of Deposit n/a 2.00%2.00%245,000 n/a 245,000 216,450 (28,550)
04/14/27 Comenity Capital Bank
Draper, UT
04/14/22 Certificate of Deposit n/a 2.65%2.65%245,000 n/a 245,000 222,462 (22,538)
04/30/27 US Treasury Notes
CUSIP # 91282CEN7
01/18/23 Government Security Aaa 2.75%3.64%1,000,000 (31,736) 968,264 944,650 (23,614)
05/01/27 LA Unified School District
CUSIP # 544646A77
05/11/22 Municipal Security Aa3 5.72%3.81%500,000 33,910 533,910 509,605 (24,305)
05/15/27 US Treasury Notes
CUSIP #912828X88
05/24/22 Government Security Aaa 2.38%2.87%500,000 (8,909) 491,091 465,585 (25,506)
06/09/27 Federal Home Loan Bank
CUSIP #3130A5JU4
06/22/22 Government Security Aaa 3.04%3.43%200,000 (2,831) 197,169 189,794 (7,375)
06/11/27 Federal Home Loan Bank
CUSIP #3130ASGU7
06/22/22 Government Security Aaa 3.50%3.41%200,000 691 200,691 193,078 (7,613)
Page 9 of 16
ITEM NUMBER: A-3
DATE: 09/12/23
Page 53 of 72
MATURITY DESCRIPTION PURCHASE INVESTMENT INVESTMENT STATED FACE PREMIUM/COST OF MARKET UNREALIZED
DATE (ISSUER)DATE TYPE RATING % RATE YIELD VALUE (DISCOUNT)INVESTMENT VALUE GAIN / (LOSS)
CITY OF ATASCADERO
INVESTMENT REPORT
June 30, 2023
06/15/27 Federal Farm Credit Bank
CUSIP #3133EHNR0
06/22/22 Government Security Aaa 2.58%3.43%480,000 (14,930) 465,070 448,690 (16,380)
07/01/27 Sequoia CA Union High
CUSIP #817409N50
05/10/23 Municipal Security AA1 1.95%4.20%350,000$ (28,709)$ 321,291$ 313,492$ (7,800)$
07/16/27 Federal Farm Credit Bank
CUSIP #3133EAXT0
07/26/22 Government Security Aaa 2.75%2.98%135,000 (1,169) 133,831 126,918 (6,913)
08/01/27 Corona Norco Ca Unif Sch Dist
CUSIP # 219764SB4
08/04/22 Municipal Security AA-2.30%3.63%250,000 (12,546) 237,454 225,778 (11,677)
08/01/27 Escondido CA Unif Sch Dist
CUSIP # 2963871UV7
08/05/22 Municipal Security AA2 1.13%3.53%100,000 (9,054) 90,946 86,664 (4,282)
08/01/27 Martinez CA Uni Sch Dist
CUSIP # 573428MN6
08/04/22 Municipal Security AA 1.26%3.43%250,000 (20,494) 229,506 217,850 (11,656)
08/01/27 San Marcos CA Uni Sch Dist
CUSIP # 798755GC2
08/05/22 Municipal Security AA 2.31%3.68%185,000 (9,522) 175,478 167,693 (7,785)
08/01/27 Southwestern Comm College
CUSIP # 845389LS2
08/04/22 Municipal Security AA-1.53%3.53%155,000 (11,683) 143,317 136,388 (6,929)
08/26/27 Federal Agriculture Mtge Corp
CUSIP #31422XF23
09/02/22 Government Security n/a 3.20%3.49%500,000 (5,580) 494,420 480,745 (13,675)
09/15/27 Luminate Bank
Minnetonka, MN
09/15/22 Certificate of Deposit n/a 3.40%3.40%245,000 n/a 245,000 227,392 (17,608)
09/15/27 Ponce de Leon Fed Bank
Bronx, NY
09/15/22 Certificate of Deposit n/a 3.50%3.50%245,000 n/a 245,000 228,313 (16,687)
09/15/27 University of Pittsburgh
CUSIP # 798755GC2
09/15/22 Municipal Security AA+3.18%3.81%500,000 (12,177) 487,823 471,395 (16,428)
10/08/27 Federal National Mortgage Assn
CUSIP #3135G05Y5
10/12/22 Government Security Aaa 0.75%4.12%1,000,000 (130,934) 869,066 867,640 (1,426)
10/31/27 US Treasury Notes
CUSIP # 91282CAU5
11/09/22 Government Security Aaa 0.50%4.31%600,000 (89,653) 510,347 512,112 1,765
11/15/27 Tulare CA Sewer Rev
CUSIP #899124MH1
04/12/23 Municipal Security AA 1.93%4.47%325,000 (32,519) 292,481 285,948 (6,533)
11/15/27 US Treasury Notes
CUSIP # 9128283F5
12/07/22 Government Security Aaa 2.25%3.79%500,000 (30,754) 469,246 460,530 (8,716)
12/15/27 Forbright Bank
Potomac, MD
12/15/22 Certificate of Deposit n/a 4.00%4.00%245,000 n/a 245,000 232,407 (12,593)
Page 10 of 16
ITEM NUMBER: A-3
DATE: 09/12/23
Page 54 of 72
MATURITY DESCRIPTION PURCHASE INVESTMENT INVESTMENT STATED FACE PREMIUM/COST OF MARKET UNREALIZED
DATE (ISSUER)DATE TYPE RATING % RATE YIELD VALUE (DISCOUNT)INVESTMENT VALUE GAIN / (LOSS)
CITY OF ATASCADERO
INVESTMENT REPORT
June 30, 2023
12/16/27 Community West Bank NA
Goleta, CA
12/16/22 Certificate of Deposit n/a 4.00%4.00%245,000$ n/a 245,000$ 232,400$ (12,600)$
01/12/28 Inter-American Dev Bank
CUSIP # 4581X0EH7
01/19/23 Supranational Security Aaa 4.00%3.70%1,000,000 12,418 1,012,418 987,860 (24,558)
02/10/28 First National Bk of Michigan
Kalamazoo, MI
02/10/23 Certificate of Deposit n/a 3.70%3.70%249,000 n/a 249,000 232,840 (16,160)
02/15/28 Belmont Bank & Trust
Chicago, IL
02/15/23 Certificate of Deposit n/a 3.75%3.75%249,000 n/a 249,000 233,313 (15,687)
02/15/28 US Treasury Notes
CUSIP # 9128283W8
02/01/23 Government Security Aaa 2.75%3.64%500,000 (18,881) 481,119 469,905 (11,214)
02/17/28 Vision Bank
St. Louis, MN
02/17/23 Certificate of Deposit n/a 3.75%3.75%249,000 n/a 249,000 233,298 (15,702)
03/10/28 Federal Home Loan Bank
CUSIP # 3130ATS57
03/15/23 Government Security Aaa 4.50%3.90%600,000 15,352 615,352 605,784 (9,568)
03/17/28 Affinity Bank
Covington, GA
03/17/23 Certificate of Deposit n/a 4.90%4.90%245,000 n/a 245,000 241,078 (3,922)
03/20/28 Bank Five Nine
Oconomowoc, WI
03/20/23 Certificate of Deposit n/a 4.65%4.65%245,000 n/a 245,000 238,522 (6,478)
04/01/28 California State Bonds-Taxable
CUSIP #13063DGC6
04/12/23 Municipal Security AA 3.50%3.98%150,000 (3,072) 146,928 142,389 (4,539)
04/01/28 California State Bonds-GO
CUSIP #13063DGC6
04/12/23 Municipal Security AA 3.50%3.98%525,000 (10,752) 514,248 498,362 (15,886)
05/12/28 Central Bank
Little Rock, AR
05/12/23 Certificate of Deposit n/a 3.85%3.85%249,000 n/a 249,000 235,382 (13,618)
05/16/28 CIBC Bank
Chicago, IL
05/16/23 Certificate of Deposit n/a 4.35%4.35%244,000 n/a 244,000 234,364 (9,636)
05/16/28 Univest Bank & Trust
Souderton, PA
05/16/23 Certificate of Deposit n/a 4.40%4.40%249,000 n/a 249,000 239,635 (9,365)
05/30/28 Idaho First Bank
McCall, ID
05/30/23 Certificate of Deposit n/a 4.20%4.20%245,000 n/a 245,000 242,038 (2,962)
05/31/28 Customers Bank
Phoenixville, PA
05/31/23 Certificate of Deposit n/a 4.45%4.45%244,000 n/a 244,000 241,082 (2,918)
06/09/28 Federal Home Loan Bank
CUSIP #3130AEB25
06/20/23 Government Security AA+3.25%4.03%170,000 (5,875) 164,125 164,123 (2)
Total Funds Managed by the City 71,890,631 (483,751) 71,406,880 68,753,483 (2,653,396)
Page 11 of 16
ITEM NUMBER: A-3
DATE: 09/12/23
Page 55 of 72
ITEM NUMBER: A-3
DATE: 09/12/23
Page 56 of 72
City of Atascadero
Investments by Type
June 2023
Investment June 2023
LAIF 26,981,631$
Certificates of Deposit 15,592,150
Government Securities 18,213,254
Supranational Securities 3,011,978
Municipal Securities 7,607,867
Cash with Fiscal Agent 2,336,227
73,743,107$
LAIF
37%Certificates of
Deposit
21%
Government
Securities
25%
Supranational
Securities
4%
Municipal
Securities
10%
Cash with
Fiscal Agent
3%
Page 13 of 16
ITEM NUMBER: A-3
DATE: 09/12/23
Page 57 of 72
City of Atascadero
Investments by Maturity *
June 2023
Investment June 2023
On Demand 26,981,631$
Within One Month 744,989
One Month to One Year 5,953,446
One to Five Years 37,726,814
71,406,880$
* Cash with fiscal agent is not included in the totals for this graph because the amounts are restricted based on
bond covenants, and therefore, the City doesn't retain the option to liquefy these funds at will.
On Demand
38%
Within One Month
1%
One Month to One
Year
8%
One to Five Years
53%
Page 14 of 16
ITEM NUMBER: A-3
DATE: 09/12/23
Page 58 of 72
City of Atascadero
Investments by Custodial Agent
June 2023
Custodial Agent June 2023
State of California 26,981,631$
Union Bank 44,425,249
Bank of New York 2,336,227 Other
73,743,107$
State of California
37%
Union Bank
60%
Bank of New York
3%
Page 15 of 16
ITEM NUMBER: A-3
DATE: 09/12/23
Page 59 of 72
City of Atascadero
Investment Yield vs. 2-Year Treasury Yield
For the Quarter Ended June 30, 2023
City Yield
2-Yr
Treasury
Weighted
Portfolio
Yield
June 2021 1.11%0.82%
September 2021 1.14%0.86%
December 2021 1.08%0.99%
March 2022 1.12%1.49%
June 2022 1.36%2.05%
September 2022 1.73%2.45%
December 2022 2.19%2.63%
March 2023 2.53%2.93%
June 2023 2.75%3.17%
0.00%
0.50%
1.00%
1.50%
2.00%
2.50%
3.00%
3.50%
City Yield 2-Yr Treasury Weighted Portfolio Yield
Page 16 of 16
ITEM NUMBER: A-3
DATE: 09/12/23
Page 60 of 72
ITEM NUMBER: A-4
DATE: 09/12/23
Atascadero City Council
Staff Report – Public Works Department
Equipment Procurement for Sewer Lift Station No. 7
RECOMMENDATION:
Council approve the purchase of a Motor Control Center for Sewer Lift Station No. 7 from
Tesco Controls, Inc. for $108,300.
DISCUSSION:
Background
Sewer lift stations are a key component of the City’s wastewater system. Lift stations are
the system’s work horses pushing effluent under pressure from lower parts of the City to
the wastewater treatment plant. Since the lift stations run consistently, they must be not
only serviced, but rehabilitated over time. Lift Station No. 7 (LS# 7) is now due for
rehabilitation. Rehabilitation and improvements to LS# 7 are in final design and scheduled
to be ready for bids this winter with construction starting in spring 2024. This project
involves repairs and upgrades to various components of the lift station.
The City owns and operates twelve sewer lift stations, which are comprised of piping,
manhole structures/castings, motors, pumps, sensors, meters, electrical controls,
emergency generators, site improvements, and other appurtenances. Many of these
components are proprietary or only work with other compatible items, such as software
and controls. It is a best management practice to standardize lift station equipment, such
as pumps and meters, for efficiencies with performance, repairs, and troubleshooting.
One of the proprietary wastewater components is the Supervisory Control and Data
Acquisition (SCADA) system that operates, monitors, and controls the entire wastewater
collection and treatment system. The City’s existing SCADA system is provided by Tesco
Controls, Inc (Tesco). Tesco is the preferred vendor for most all wastewater systems in
the area. The project design team has been coordinating with Tesco to establish exact
needs for the new Motor Control Center (MCC) at LS# 7. The MCC is the operational
control system for the lift station, and in order for the MCC to work with the existing
SCADA system, it needs to be compatible with Tesco products. Due to the age and
limitations of the existing MCC, LS# 7 is the only lift station within the City that is not
connected to the City’s SCADA system.
Page 61 of 72
ITEM NUMBER: A-4
DATE: 09/12/23
Historically, the MCC would either be procured near the time of construction or included
as part of the bid package to be purchased by the contractor. However, with current
supply chain issues, the lead time for the MCC is at 30 to 40 weeks. Subsequently, City
staff has worked with the design engineer and Tesco to specify the requirements for the
MCC and order the equipment at this time. The MCC will be furnished to the contractor
selected and incorporated into the project construction.
Motor Control Center Purchase Analysis
Pursuant to the City Purchasing Policy, Section III, Proprietary Equipment and Goods,
purchases larger than $100,000 shall be awarded by City Council and involve a formal
product evaluation. In accordance with the Purchasing Policy, staff is requesting an
exception to formal bid/evaluation of this product under Section 3.1, which allows for
bypassing of the formal bid process “When there are extenuating circumstances that
would make formal bidding not the most cost-effective approach. This often relates to
qualitative, artistic or proprietary software/technological issues.”
Staff has evaluated and determined that utilizing a standardized motor control platform at
the City’s lift stations is most efficient and cost-effective for the following reasons:
1. Tesco is the leader in SCADA technology and has been the City’s selected
vendor for MCCs on all new lift stations for more than a decade.
2. Due to limited staffing, use of a single standardized system is extremely
important. Additionally, familiarity with a single system during routine
maintenance or emergency situations improves response outcomes and
minimizes risks.
3. Communication with central control. All lift stations within the City communicate
and integrate with the SCADA system to allow for communications with the
Master Control Center located at the Water Reclamation Facility (WRF). This
Master Control Center is also a Tesco product, allowing for seamless
communication between each of the lift station Motor Control Centers and the
Master Control Center.
4. Quality of product and single point of contact if issues arise. Tesco has
provided reliable and quality products, as well as prompt design engineering
services and product support as needed.
Tesco’s quote for a not-to-exceed amount of $108,300 is attached and includes MCC
engineering design, fabrication and delivery, communications integration and
programming, as well as post-construction product startup services and onsite functional
training for staff. The City’s design engineering consultant (MKN) reviewed the submitted
MCC cost relative to similar MCC’s installed on other projects they have worked on,
including MCC’s by other manufacturers. While the configuration and components of
different agency MCCs makes it difficult to do a true apples-to-apples comparison, the
City Engineer and MKN believe the cost is reasonable and within the range expected for
an MCC of this size and type.
Page 62 of 72
ITEM NUMBER: A-4
DATE: 09/12/23
FISCAL IMPACT:
The purchase of the Motor Control Center for LS# 7 will expend $108,300 in budgeted
wastewater funds.
ALTERNATIVES:
The City Council may direct staff to obtain additional product quotes from alternate
vendors. This alternative is not recommended as this is likely to result in higher costs,
ongoing additional costs for wastewater operator training, and delays to LS# 7 project
construction.
Page 63 of 72
ITEM NUMBER: B-1
DATE: 09/12/23
Atascadero City Council
Staff Report – Community Development Department
Affordable Housing Development Impact Fee Deferral Policy
RECOMMENDATIONS:
Council:
1. Adopt a resolution approving a policy to allow deferral of development impact fees
and wastewater capacity charges for affordable housing projects in accordance
with City Housing Element Policy; and
2. Introduce an Ordinance to amend the Municipal Code, Title 3-14.070, to include
the deferral of impact fees for affordable housing projects as an option for payment
for impact fees.
DISCUSSION:
On April 25, 2023, City Council directed staff to draft a policy and Municipal Code
amendments that would allow for the deferral of development impact fees for affordable
housing projects consistent with General Plan Housing Element Program 2.E
Housing Element Program 2.E:
Program 2.E: Affordable Housing Development Incentives
Provide, when possible, developer incentives such as expedited permit processing and
developer impact fee deferrals for units that are affordable to lower-income households,
including extremely-low income households. Atascadero will promote these incentives to
developers on the City’s website and during the application process.
Analysis:
The Deferment Program Details
The program aims to incentivize the construction of a variety of residential units that are
in the low, very low, and extremely low-income categories by allowing the deferment of
development impact fees, including wastewater capacity charges, for 17 years. Based on
the proposed program, the deferment would be subject to simple interest and repayable
at the conclusion of the term. The deferment shall only apply to units that are deed
restricted as affordable for 55 years or more in accordance with State Density Bonus
affordability requirements. A project need not be 100% affordable in order to apply for the
Page 64 of 72
ITEM NUMBER: B-1
DATE: 09/12/23
deferment, however only those units that are deed restricted as affordable to extremely
low to low-income would be eligible for a deferment.
The following steps would be required in order to receive a deferment:
1. City approval of a tentative agreement to allow for fee deferment by Community
Development Director based on project scope, prior to issuance of permits.
2. City approval of construction permits to construct residential dwelling units.
3. Recordation of a covenant on each property to restrict affordability.
4. Recordation of agreement to allow for deferment.
5. Passing construction permit final occupancy and payment of all outstanding plan
check fees.
How would a fee deferral work to encourage more affordable housing?
The City will provide a long-term deferral and low-interest loan towards the payment of
development impact fees and wastewater capacity charges.
• The current development impact fee for a high-density multi-family unit, such as
an apartment ranges from approximately $12,000 to $15,000.
• The wastewater impact fee ranges from $3,350 up to $4,188 per unit depending
on the size of the unit.
The impact fees are used to pay for necessary road expansions, police facility
expansions, and additional fire and park facilities needed to serve future residents as the
City grows. It is important to note that the current development impact fees are adopted
at a rate of 60% of full facility costs (currently using 2006 cost analysis), and there is a
large backlog of needed expansion projects for which there is not adequate funding. The
wastewater capacity charges are reserved for the necessary expansion of the City’s
wastewater system which is currently at maximum capacity.
A long-term loan and deferral of payments for a designated period of time is a tool
commonly used by local jurisdictions in order to incentivize affordable housing and help
with startup costs. The other benefit of the program for the developer is that this type of
program can count as a City fund contribution for grant applications, which can accelerate
a non-profit’s eligibility for grant applications that fund affordable housing. The program
would allow impact fees to be collected over time rather than a full reduction of revenue;
however, there are some costs associated with program administration, primarily in
additional staff time.
The Proposed Deferment Policy
Residential dwelling units shall be eligible for a deferment of Development Impact fees in
accordance with the following (see draft policy, Attachment 1):
1. Project shall consist of five (5) or more residential units.
2. Only residential units that are deed restricted as affordable to residents that qualify
as low, very low, or extremely low-income categories in accordance with the
Affordable Housing Standards published by the County of San Luis Obispo shall
be eligible for impact fee deferment. Deed restriction shall be for a term of 55 years
or greater.
3. Deferments shall only apply to new residential development constructed with City
approved construction permits within zoning that allows for residential uses in
accordance with the City’s General Plan and Zoning.
Page 65 of 72
ITEM NUMBER: B-1
DATE: 09/12/23
4. The deferment shall be requested prior to issuance of construction permits and
may only be granted following recordation of affordability covenants.
5. Project must record a deed restriction for affordability, subject to City terms, in
conjunction with or prior to recordation of deferral agreement.
6. Development Impact Fees, including wastewater capacity charges, shall be
eligible for deferment.
7. Construction plan check fees and associated permit fees shall not be eligible for
deferment.
Municipal Code Amendment
Title 3 of the municipal code, the City’s Finance Code, regulates the payment and timing
of development impact fees. Title 3-14.070 should be amended as follows in order to
address the deferral of fees:
3-14.070 Issuance of regulations and setting of fees.
The City Council shall from time to time by resolution, issue regulations and set
fees for the administration of this chapter. Any regulations adopted pursuant to this code
shall require the payment of any impact fees due shall to be paid upon final inspection
of the property and before occupancy unless an agreement to defer impact fees has
been approved by the City for residential units that are affordable to low, very
low, and/or extremely low households.
CONCLUSION:
Adoption of the proposed policy would allow for the City to begin to allow for the deferment
of development impact fees for affordable housing in concurrence with Community
Development Director approval. With State requirements mandating specific housing
goals for our community, the adoption of incentives towards the development of
affordable housing will help the City in reaching RHNA goals and complying with our
adopted Housing Element. In recent discussion with affordable housing developers, such
as People’s Self-Help Housing and the Housing Authority of Paso Robles, they strongly
believe that a fee deferment program is an effective tool to help incentivize affordable
housing construction. People’s Self-Help Housing is currently asking the City for the
approval of a deferment program for one of their future affordable housing projects in
Atascadero.
FISCAL IMPACT:
The deferral of impact fees will reduce the necessary contributions to the City’s impact
fees, thereby reducing the amount of available funding. Additionally, implementation of
the program will result in the need for additional staff time. Staff projects that this will
defer approximately $3 million in impact fees and wastewater capacity charges for the
term of the deferment.
Page 66 of 72
ITEM NUMBER: B-1
DATE: 09/12/23
ATTACHMENT:
1. Resolution Adopting an Impact Fee Deferment Policy for Affordable Housing
2. Draft Ordinance amending Title 3
Page 67 of 72
ITEM NUMBER: B-1
DATE:
ATTACHMENT:
09/12/23
1
DRAFT RESOLUTION
RESOLUTION OF THE CITY COUNCIL OF THE CITY OF
ATASCADERO, CALIFORNIA, APPROVING A POLICY TO ALLOW
FOR THE DEFERMENT OF DEVELOPMENT IMPACT FEES FOR
RESIDENTIAL UNITS THAT ARE DEED RESTRICTED FOR
AFFORDABILITY
WHEREAS, the City’s Housing Element Policies require that the City incentivize the
development of housing that is affordable to all income levels; and
WHEREAS, developers of affordable housing projects within our region need a fee
deferral in order to support grant scoring and opportunities for affordable housing; and
WHEREAS, a deferment program is a proven method to incentivize the development of
affordable housing and will aid in meeting state Regional Housing Allocation numbers; and
WHEREAS, on April 25, 2023, the City Council reviewed a draft program to allow for
the deferment of development impact fees for qualifying residential projects and advised staff to
return with a policy and municipal code amendments to allow the City to defer impact fees based
on specific guidelines; and
WHEREAS, the City Council reviewed a policy and municipal code amendments at a
regular hearing on September 12, 2023.
NOW, THEREFORE BE IT RESOLVED, by the City Council of the City of
Atascadero:
SECTION 1. The City Council of the City of Atascadero finds and declares that a fee
deferral program allowing for a long-term loan for 17 years based upon simple interest and
repayable at the conclusion of 17 years is hereby approved to allow for a deferment in exchange
for the development of low, very low, and extremely low income affordable dwelling units that
are deed restricted as affordable for a term of 55 years or greater.
PASSED AND ADOPTED at a regular meeting of the City Council held on the __th day
of September, 2023.
CITY OF ATASCADERO:
________________________________
Heather Moreno, Mayor
ATTEST:
________
Lara K. Christensen, Deputy City Manager / City Clerk
Page 68 of 72
ITEM NUMBER: B-1
DATE:
ATTACHMENT:
09/12/23
1A
Exhibit A
Fee Deferment Policy for Affordable Dwelling Units
Residential dwelling units shall be eligible for a deferment of Development Impact fees in
accordance with the following:
1. Project shall consist of five (5) or more residential units.
2. Only residential units that are deed restricted as affordable to residents that qualify
as low, very low, or extremely low-income categories in accordance with the
Affordable Housing Standards published by the County of San Luis Obispo shall
be eligible for impact fee deferment. Deed restriction shall be for a term of 55 years
or greater.
3. Deferments shall only apply to residential development constructed with City
approved construction permits within zoning that allows for residential uses in
accordance with the City’s General Plan and Zoning.
4. The deferment shall be requested prior to issuance of construction permits and
may only be granted following recordation of affordability covenants.
5. Project must record a deed restriction for affordability, subject to City terms, in
conjunction with or prior to recordation of deferral agreement.
6. Development Impact Fees, including wastewater capacity charges, shall be
eligible for deferment.
7. Construction plan check fees and associated permit fees shall not be eligible for
deferment.
Fee Deferment Terms
The deferral shall be for a term of 17 years. The maximum interest rate shall be 4%
simple interest, payable in full upon the completion of year 17. All fee deferments shall
be subject to a City Loan Agreement and recordation of applicable covenants.
Page 69 of 72
ITEM NUMBER: B-2
DATE:
ATTACHMENT:
09/12/23
2
DRAFT ORDINANCE
AN ORDINANCE OF THE CITY COUNCIL
OF THE CITY OF ATASCADERO, CALIFORNIA,
AMENDING TITLE 3-14.070 TO ALLOW FOR
DEVELOPMENT IMPACT FEE DEFERMENTS FOR
AFFORDABLE HOUSING
WHEREAS, it is the desire and intent of the State of California to incentivize the
production of housing that is affordable to multiple income levels; and
WHEREAS, the City’s Housing Element provides policies that ask the City to adopt
incentives to facilitate the production of housing; and
WHEREAS, the City’s Housing Element Program 2.E asks the City to adopt a
development impact fee deferral program that can be applied to housing units that are affordable
to lower-income households; and
WHEREAS, the deferral of development impact fees should be identified in the City’s
Municipal Code as an option to the payment of fees for deed-restricted affordable housing units;
and
WHEREAS, the City Council of the City of Atascadero studied and considered the
proposed Municipal Code text amendments at a duly noticed Public Hearing held on September
12, 2023, at which hearing evidence, oral and documentary, was admitted on behalf of said
amendments.
NOW, THEREFORE, THE CITY COUNCIL OF THE CITY OF ATASCADERO
HEREBY ORDAINS AS FOLLOWS:
SECTION 1. Recitals. The above recitals are true and correct.
SECTION 2. Public Hearing. The City Council of the City of Atascadero, in a regular
session assembled on September 12, 2023, to review a municipal code amendment as detailed in
Exhibit A, attached hereto and incorporated herein by this reference.
SECTION 3. CEQA. This Ordinance is exempt from the California Environmental
Quality Act (CEQA), Public Resources Code Section 21000 et seq., because the adoption of an
ordinance regarding the deferment of development impacts fees as set forth in Section 21080.17
of the Public Resources Code is a statutorily exempt activity.
SECTION 6. Approval. Title 3 (Finance), Chapter 14 (Development Impact Fees) of the
Atascadero Municipal Code is repealed and replaced as detailed in Exhibit A, attached hereto
and incorporated herein by this reference.
Page 70 of 72
ITEM NUMBER: B-2
DATE:
ATTACHMENT:
09/12/23
2
SECTION 7. Interpretation. This Ordinance must be broadly construed in order to achieve
the purposes stated in this Ordinance. It is the City Council’s intent that the provisions of this Ordinance
be interpreted or implemented by the City and others in a manner that facilitates the purposes set forth
in this Ordinance.
SECTION 8. Preservation. Repealing of any provision of the Atascadero Municipal Code
or of any previous Code Sections, does not affect any penalty, forfeiture, or liability incurred before,
or preclude prosecution and imposition of penalties for any violation occurring before this
Ordinance’s effective date. Any such repealed part will remain in full force and effect for sustaining
action or prosecuting violations occurring before the effective date of this Ordinance.
SECTION 9. Effect of Invalidation. If this entire Ordinance or its application is deemed
invalid by a court of competent jurisdiction, any repeal or amendment of the Atascadero
Municipal Code or other City Ordinance by this Ordinance will be rendered void and cause such
previous Atascadero Municipal Code provision or other City Ordinance to remain in full force
and effect for all purposes.
SECTION 10. Severability. If any part of this Ordinance or its application is deemed
invalid by a court of competent jurisdiction, the City Council intends that such invalidity will not
affect the effectiveness of the remaining provisions or applications and, to this end, the provisions
of this Ordinance are severable.
SECTION 11. Notice. The City Clerk is directed to certify the passage and adoption of
this Ordinance, cause it to be entered into the City of Atascadero’s book of original ordinances,
make a note of the passage and adoption in the records of this meeting and within fifteen (15)
days after the passage and adoption of this Ordinance, cause it to be published or posted in
accordance with California law.
SECTION 12. Effective Date. This Ordinance will take effect on the 30th day following
its final passage and adoption following a second reading.
INTRODUCED at a regular meeting of the City Council held on ____________, and
PASSED and ADOPTED by the City Council of the City of Atascadero, State of California, on
____________.
CITY OF ATASCADERO:
_______________________________________
Heather Moreno, Mayor
ATTEST:
____________________________________________
Lara K. Christensen, Deputy City Manager / City Clerk
APPROVED AS TO FORM:
_______________________________________
Brian A. Pierik, City Attorney
Page 71 of 72
ITEM NUMBER: B-2
DATE:
ATTACHMENT:
09/12/23
2A
Exhibit A
3-14.070 Issuance of regulations and setting of fees.
The City Council shall from time to time by resolution, issue regulations and set fees
for the administration of this chapter. Any regulations adopted pursuant to this code shall
require the payment of any impact fees due shall to be paid upon final inspection of the
property and before occupancy unless an agreement to defer impact fees has been
approved by the City for residential units that are affordable to low, very low,
and/or extremely low households.
Page 72 of 72