HomeMy WebLinkAboutCC_2024_03_26_AgendaPacket CITY OF ATASCADERO CITY COUNCIL AGENDA
HYBRID MEETING INFORMATION:
The City Council meeting will be available via teleconference for those who wish to participate remotely. The
City Council meeting will also be held in the City Council Chambers and in-person attendance will be available
at that location.
HOW TO OBSERVE THE MEETING REMOTELY:
To participate remotely, residents can livestream the meeting on Zoom, SLO-SPAN.org, on Spectrum cable Channel
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Public comment may be provided in-person or remotely. Call (669) 900-6833 (Meeting ID: 889 2347 9018) to
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Note that the Zoom participation option is provided to the public as a courtesy in order to facilitate participation.
The City does not, however, guarantee that meeting participation will be available via Zoom. If Zoom
participation is not enabled, or turned off, the meeting will continue with public attendance in-person only.
Written public comments are accepted at cityclerk@atascadero.org. Comments should identify the Agenda Item
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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.
DISCLOSURE OF CAMPAIGN CONTRIBUTIONS:
Pursuant to Government Code § 84308, City Council Members are disqualified and not able to participate in
any agenda item involving contracts (other than competitively bid, labor, or personal employment contracts),
franchises, discretionary land use permits and other entitlements if the City Council Member received more
than $250 in campaign contributions from the applicant or contractor, an agent of the applicant or contractor,
or any financially interested participant who actively supports or opposes the City’s decision on the agenda
item since January 1, 2023. Members of the City Council who have received, and applicants, contractors or
their agents who have made, campaign contributions totaling more than $250 to a City Council Member since
January 1, 2023, are required to disclose that fact for the official record of the subject proceedings. Disclosures
must include the amount of the campaign contribution and identify the recipient City Council Member and may
be made either in writing to the City Clerk before the agenda item or by verbal disclosure during consideration.
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 112
CITY OF ATASCADERO
CITY COUNCIL
AGENDA
Tuesday, March 26, 2024
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 Newsom
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.
2. Waive the reading in full of all ordinances appearing on this agenda; 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 – March 12, 2024 Regular Meeting
▪ Recommendation: Council approve the March 12, 2024, Draft City Council
Regular Meeting Minutes. [City Clerk]
2. February 2024 Accounts Payable and Payroll
▪ Fiscal Impact: $4,731,855.33
▪ Recommendation: Council approve certified City accounts payable, payroll
and payroll vendor checks for February 2024. [Administrative Services]
City Council Regular Session: 6:00 P.M.
Page 2 of 112
3. December 2023 Investment Report
▪ Fiscal Impact: None.
▪ Recommendation: Council receive and file the City Treasurer’s report for
quarter ending December 31, 2023. [City Treasurer]
4. Weed Abatement and Vegetation Management Services Contract Award
▪ Fiscal Impact: $130,660 annually in budgeted funds.
▪ Recommendation: Council award a services contract agreement up to
$130,660 annually with Hansen Bros Custom Farming to provide weed
abatement and vegetation management services for two years, with three
optional annual extensions, for a total not to exceed of five years.
[Fire & Emergency Services]
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: None
C. MANAGEMENT REPORTS:
1. General Plan Update Project
▪ Fiscal Impact: None.
▪ Recommendation: Council and community receive an update on the General
Plan Update project, provide direction to staff on key policy questions including
the draft General Plan Map, and provide staff feedback on next steps.
[Community Development]
2. General Plan & Housing Element Annual Progress Report 2023
▪ Fiscal Impact: None.
▪ Recommendation: Council review and accept the Annual General Plan and
Housing Element Progress Reports for 2023. [Community Development]
3. Consideration of Sales Tax Measure
▪ Fiscal Impact: The total cost of placing the measure on the ballot and engage
in an educational and outreach program is estimated to be approximately
$45,000 of budgeted General Funds.
▪ Recommendation: Council:
1. Direct staff to prepare a Draft Resolution and Ordinance for City Council
consideration at the June 11, 2024, meeting to place a ½-cent local sales
tax override measure on the November 2024 ballot.
Page 3 of 112
2. Provide staff direction on what should be included in the Draft Ordinance.
[City Manager]
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 112
ITEM NUMBER: A-1
DATE: 03/26/24
CITY OF ATASCADERO
CITY COUNCIL
DRAFT MINUTES
Tuesday, March 12, 2024
City Hall Council Chambers, Fourth Floor
6500 Palma Avenue, Atascadero, California
REGULAR SESSION — CALL TO ORDER: 6:00 P.M.
Mayor Pro Tem Funk called the meeting to order at 6:01 P.M. and Council Member Dariz
led the Pledge of Allegiance.
ROLL CALL:
Present: Council Members Bourbeau, Dariz, Newsom, and Mayor Pro Tem Funk
Absent: Mayor Moreno
Others Present: None
Staff Present: City Manager Jim Lewis, Administrative Services Director Jeri Rangel,
Community Development Director Phil Dunsmore, Fire Chief Casey
Bryson, Police Chief Dan Suttles, City Attorney Dave Fleishman, Deputy
City Manager/City Clerk Lara Christensen, and Deputy City Manager –
IT Luke Knight.
APPROVAL OF AGENDA:
MOTION BY: Bourbeau
SECOND BY: Dariz
1. Approve this agenda.
2. Waive the reading in full of all ordinances appearing on this agenda; 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.
AYES (4): Bourbeau, Dariz, Newsom, and Funk
ABSENT (1): Moreno
Passed 4-0
City Council Regular Session: 6:00 P.M.
Successor Agency to the Community Immediately following
Redevelopment Agency of Atascadero: conclusion of the City
Council Regular Session
Page 5 of 112
ITEM NUMBER: A-1
DATE: 03/26/24
A. CONSENT CALENDAR:
1. City Council Draft Minutes – February 27, 2024 Regular Meeting
▪ Recommendation: Council approve the February 27, 2024, Draft City Council
Regular Meeting Minutes. [City Clerk]
Item #A-2 was removed from the Consent Calendar by Geoff Auslen for separate discussion
and vote.
MOTION BY: Bourbeau
SECOND BY: Newsom
1. Approve Consent Calendar Item #A-1.
AYES (4): Bourbeau, Dariz, Newsom, and Funk
ABSENT (1): Moreno
Passed 4-0
2. Second Reading of Text Amendments to Title 3: Finance and Title 9:
Planning & Zoning
▪ Fiscal Impact: None.
▪ Recommendation: Council adopt, on second reading, by title only, Draft
Ordinance entitled: “An Ordinance of the City Council of the City of Atascadero,
California, Amending Various Chapters and Sections Within Title 3: Finance
and Title 9: Planning & Zoning, of the Atascadero Municipal Code for General
Plan and Processing Consistency and to Provide Clarity Related to
Development Standards and Land Use Definitions.”
[Community Development]
Mayor Pro Tem Funk opened the Public Comment period.
PUBLIC COMMENT:
The following persons spoke on this item: Geoff Auslen.
Mayor Pro Tem Funk closed the Public Comment period.
MOTION BY: Bourbeau
SECOND BY: Dariz
1. Approve Consent Calendar Item #A-2 (#A-2: Ordinance No. 670).
AYES (4): Bourbeau, Dariz, Newsom, and Funk
ABSENT (1): Moreno
Passed 4-0
UPDATES FROM THE CITY MANAGER:
City Manager Lewis gave an update on projects and events within the City.
COMMUNITY FORUM:
The following persons spoke by telephone or through the webinar: Wendy Lewis and Geoff
Auslen.
B. PUBLIC HEARINGS: None.
Page 6 of 112
ITEM NUMBER: A-1
DATE: 03/26/24
C. MANAGEMENT REPORTS:
1. The Taxpayer Protection and Government Accountability Act Initiative No.
21-0042A1
▪ Fiscal Impact: No current fiscal impact; if approved, the Taxpayer Protection
and Government Accountability Act will take billions of dollars away from local
government services statewide.
▪ Recommendation: Council adopt Draft Resolution opposing Initiative No. 21-
0042A1, the Taxpayer Protection and Government Accountability Act.
[City Manager]
City Manager Lewis and CalCities Channel Counties Division Regional Public Affairs
Manager Dave Mullinax gave the report and answered questions from the Council.
Mayor Pro Tem Funk opened the Public Comment period.
PUBLIC COMMENT:
The following persons spoke on this item: Geoff Auslen and Gary Kirkland.
Mayor Pro Tem Funk closed the Public Comment period.
MOTION BY: Newsom
SECOND BY: Dariz
1. Adopt Draft Resolution opposing Initiative No. 21-0042A1, the Taxpayer Protection
and Government Accountability Act (Resolution No. 2024-004)
AYES (4): Bourbeau, Dariz, Newsom, and Funk
ABSENT (1): Moreno
Passed 4-0
Mayor Pro Tem Funk recessed the Meeting at 7:31 P.M.
Mayor Pro Tem Funk reconvened the Meeting with all present at 7:37 P.M.
D. COUNCIL ANNOUNCEMENTS AND COMMITTEE REPORTS:
The following Council Members gave brief update reports on their committees since their
last Council meeting:
Mayor Pro Tem Funk
1. Atascadero Basin Ground Water Sustainability Agency (GSA)
2. Design Review Committee
3. Homeless Services Oversight Council
Mayor Pro Tem Funk also mentioned that she will attend the monthly Mayors Roundtable
meeting on behalf of Mayor Moreno.
Council Member Bourbeau
3. Integrated Waste Management Authority (IWMA)
E. INDIVIDUAL DETERMINATION AND / OR ACTION: None.
Page 7 of 112
ITEM NUMBER: A-1
DATE: 03/26/24
F. ADJOURNMENT
Mayor Pro Tem Funk adjourned the meeting at 7:39 P.M.
MINUTES PREPARED BY:
______________________________________
Lara K. Christensen
City Clerk
APPROVED:
Page 8 of 112
ITEM NUMBER: A-2 DATE: 03/26/24Page 9 of 112
Check
Number Check Date Vendor Descripton Amount
City of Atascadero
Disbursement Listng
For the Month of January 2024
5037 02/01/2024 ANTHEM BLUE CROSS HSA 12,566.67Payroll Vendor Payment
5038 02/01/2024 STATE DISBURSEMENT UNIT 283.84Payroll Vendor Payment
177068 02/01/2024 ATASCADERO MID MGRS ORG UNION 40.00Payroll Vendor Payment
177069 02/01/2024 ATASCADERO POLICE OFFICERS 2,456.25Payroll Vendor Payment
177070 02/01/2024 ATASCADERO PROF. FIREFIGHTERS 1,151.80Payroll Vendor Payment
177071 02/01/2024 EMPOWER ANNUITY INS CO 7,859.80Payroll Vendor Payment
177072 02/01/2024 IAFF MERP 1,900.00Payroll Vendor Payment
177073 02/01/2024 MISSIONSQUARE 9,960.95Payroll Vendor Payment
177074 02/01/2024 MISSIONSQUARE RETIREMENT 125.00Accounts Payable Check
177075 02/01/2024 NATIONWIDE RETIREMENT SOLUTION 706.41Payroll Vendor Payment
5039 02/02/2024 CALIF PUBLIC EMPLOYEES RETIREMENT SYSTEM 23,608.77Payroll Vendor Payment
5040 02/02/2024 CALIF PUBLIC EMPLOYEES RETIREMENT SYSTEM 35,159.42Payroll Vendor Payment
5041 02/02/2024 CALIF PUBLIC EMPLOYEES RETIREMENT SYSTEM 2,756.82Payroll Vendor Payment
5042 02/02/2024 CALIF PUBLIC EMPLOYEES RETIREMENT SYSTEM 2,843.90Payroll Vendor Payment
5043 02/02/2024 CALIF PUBLIC EMPLOYEES RETIREMENT SYSTEM 8,528.31Payroll Vendor Payment
5044 02/02/2024 CALIF PUBLIC EMPLOYEES RETIREMENT SYSTEM 11,191.76Payroll Vendor Payment
5045 02/02/2024 CALIF PUBLIC EMPLOYEES RETIREMENT SYSTEM 16,868.73Payroll Vendor Payment
5046 02/02/2024 CALIF PUBLIC EMPLOYEES RETIREMENT SYSTEM 24,921.18Payroll Vendor Payment
177076 02/02/2024 WEX BANK - BUSINESS UNIVERSAL 12,213.94Accounts Payable Check
177077 02/02/2024 WEX BANK - WEX FLEET UNIVERSAL 9,002.69Accounts Payable Check
5047 02/05/2024 SEIU LOCAL 620 902.04Payroll Vendor Payment
177078 02/05/2024 ANTHEM BLUE CROSS HEALTH 229,227.99Payroll Vendor Payment
5048 02/06/2024 RABOBANK, N.A. 60,670.12Payroll Vendor Payment
5049 02/06/2024 EMPLOYMENT DEV DEPARTMENT 18,114.77Payroll Vendor Payment
5050 02/06/2024 EMPLOYMENT DEV. DEPARTMENT 3,193.05Payroll Vendor Payment
177079 02/09/2024 2 MEXICANS, LLC 1,178.50Accounts Payable Check
177080 02/09/2024 A & T ARBORISTS & VEGETATION 13,150.00Accounts Payable Check
177081 02/09/2024 ACCURATE MAILING SERVICE 282.24Accounts Payable Check
177082 02/09/2024 AGP VIDEO, INC. 2,350.00Accounts Payable Check
177083 02/09/2024 AKA ENGINEERING COMPANY 1,636.38Accounts Payable Check
177084 02/09/2024 ALL SIGNS AND GRAPHICS, INC. 190.31Accounts Payable Check
177085 02/09/2024 ALLTECH SERVICES, INC. 21,018.78Accounts Payable Check
177086 02/09/2024 ALTHOUSE & MEADE, INC. 850.00Accounts Payable Check
177087 02/09/2024 AMERICAN WEST TIRE & AUTO INC 20.00Accounts Payable Check
177088 02/09/2024 ANTECH DIAGNOSTICS 146.23Accounts Payable Check
177089 02/09/2024 AT&T 805.11Accounts Payable Check
177090 02/09/2024 AT&T 3,623.04Accounts Payable Check
177091 02/09/2024 AT&T 762.34Accounts Payable Check
177092 02/09/2024 AT&T 400.00Accounts Payable Check
177093 02/09/2024 ATASCADERO HAY & FEED 2,337.34Accounts Payable Check
ITEM NUMBER: A-2
DATE: 03/26/24
ATTACHMENT: 1
Page 10 of 112
Check
Number Check Date Vendor Descripton Amount
City of Atascadero
Disbursement Listng
For the Month of January 2024
177094 02/09/2024 ATKINSON CONCRETE CONSTRUCTION 11,314.59Accounts Payable Check
177095 02/09/2024 TERRIE BANISH 464.00Accounts Payable Check
177096 02/09/2024 BASSETT'S CRICKET RANCH,INC. 634.00Accounts Payable Check
177097 02/09/2024 BERRY MAN, INC. 964.65Accounts Payable Check
177098 02/09/2024 TOM BIRKENFELD 240.00Accounts Payable Check
177099 02/09/2024 CASSANDRA BLANGSTED 22.00Accounts Payable Check
177100 02/09/2024 COOPER BONECK 240.00Accounts Payable Check
177101 02/09/2024 BRANCH SMITH PROPERTIES 386.00Accounts Payable Check
177102 02/09/2024 BRENDLER JANITORIAL SERVICE 970.00Accounts Payable Check
177103 02/09/2024 BREZDEN PEST CONTROL, INC. 70.00Accounts Payable Check
177104 02/09/2024 SHEA T. BUCKLEY 68.00Accounts Payable Check
177105 02/09/2024 BUREAU VERITAS NORTH AMERICA 930.00Accounts Payable Check
177106 02/09/2024 AIDEN J. CAPOZZOLI 198.00Accounts Payable Check
177107 02/09/2024 MARK R. CAPOZZOLI 54.00Accounts Payable Check
177108 02/09/2024 CASEY PRINTING, INC. 2,279.32Accounts Payable Check
177109 02/09/2024 MORGAN R. CATHEY 34.00Accounts Payable Check
177110 02/09/2024 CDCE, INC. 8,916.93Accounts Payable Check
177111 02/09/2024 CHARTER COMMUNICATIONS 6,094.27Accounts Payable Check
177112 02/09/2024 AUDREY S. COHEN 108.00Accounts Payable Check
177113 02/09/2024 CRYSTAL SPRINGS WATER 20.00Accounts Payable Check
177114 02/09/2024 CULLIGAN SANTA MARIA 503.78Accounts Payable Check
177115 02/09/2024 SHARON J. DAVIS 409.50Accounts Payable Check
177116 02/09/2024 NICHOLAS DEBAR 300.00Accounts Payable Check
177117 02/09/2024 JOE DEBRUIN, PH.D. 360.00Accounts Payable Check
177118 02/09/2024 JUAN MIGUEL DELOS TRINO 68.00Accounts Payable Check
177119 02/09/2024 JULIANNE E. DELOS TRINO 102.00Accounts Payable Check
177120 02/09/2024 DELTA LIQUID ENERGY 800.69Accounts Payable Check
177121 02/09/2024 DFM ASSOCIATES 76.12Accounts Payable Check
177122 02/09/2024 PHILIP DUNSMORE 300.00Accounts Payable Check
177123 02/09/2024 EL CAMINO HOMELESS ORG. 15,000.00Accounts Payable Check
177124 02/09/2024 EL CAMINO VETERINARY HOSP 972.41Accounts Payable Check
177125 02/09/2024 STEVEN J. ERNST 114.00Accounts Payable Check
177126 02/09/2024 FENCE FACTORY ATASCADERO 268.79Accounts Payable Check
177127 02/09/2024 CODY FERRIS 240.00Accounts Payable Check
177128 02/09/2024 FGL ENVIRONMENTAL 105.00Accounts Payable Check
177129 02/09/2024 FIESTA MAHAR MANUFACTURNG CORP 443.45Accounts Payable Check
177130 02/09/2024 FIGUEROA'S TIRES 239.25Accounts Payable Check
177131 02/09/2024 FORNIDA LLC 6,014.13Accounts Payable Check
177132 02/09/2024 TIMOTHY K. FOSTER 252.00Accounts Payable Check
177133 02/09/2024 MCKENNA M. FREITAS 102.00Accounts Payable Check
ITEM NUMBER: A-2
DATE: 03/26/24
ATTACHMENT: 1
Page 11 of 112
Check
Number Check Date Vendor Descripton Amount
City of Atascadero
Disbursement Listng
For the Month of January 2024
177134 02/09/2024 ANTHONY C. GARCIA 85.00Accounts Payable Check
177135 02/09/2024 GAS COMPANY 1,414.29Accounts Payable Check
177136 02/09/2024 ALEX GENTILLY 240.00Accounts Payable Check
177137 02/09/2024 GHS PARTS, INC. 23.45Accounts Payable Check
177138 02/09/2024 STEVEN S. GREY, JR. 102.00Accounts Payable Check
177139 02/09/2024 SCOTT GROOMER 240.00Accounts Payable Check
177140 02/09/2024 KADEN GROSECLOSE 80.00Accounts Payable Check
177141 02/09/2024 HANSEN BRO'S CUSTOM FARMING 6,104.41Accounts Payable Check
177142 02/09/2024 KELLIE K. HART 54.60Accounts Payable Check
177143 02/09/2024 ANDREW HAWKINS 240.00Accounts Payable Check
177144 02/09/2024 DAVID J. HAZELWOOD 85.00Accounts Payable Check
177145 02/09/2024 BRETT HILDEBRAND 240.00Accounts Payable Check
177148 02/09/2024 HOME DEPOT CREDIT SERVICES 6,637.79Accounts Payable Check
177149 02/09/2024 INFORMATION TECHNOLOGY 1,212.03Accounts Payable Check
177150 02/09/2024 INTERWEST CONSULTING GROUP INC 2,210.00Accounts Payable Check
177151 02/09/2024 IRON MOUNTAIN RECORDS MGMNT 285.54Accounts Payable Check
177152 02/09/2024 ZACHARIAH JACKSON 240.00Accounts Payable Check
177153 02/09/2024 JEFF & TONY'S DSD, LLC 523.05Accounts Payable Check
177154 02/09/2024 JK'S UNLIMITED, INC. 3,095.25Accounts Payable Check
177155 02/09/2024 JOANN HEAD LAND SURVEYING 1,717.00Accounts Payable Check
177156 02/09/2024 JOE A. GONSALVES & SON 3,000.00Accounts Payable Check
177157 02/09/2024 HANNA LANDIS 15.72Accounts Payable Check
177158 02/09/2024 COLETTE LAYTON 240.00Accounts Payable Check
177159 02/09/2024 LEAGUE OF CALIFORNIA CITIES 300.00Accounts Payable Check
177160 02/09/2024 LEE WILSON ELECTRIC CO. INC 1,428.00Accounts Payable Check
177161 02/09/2024 JAMES R. LEWIS 300.00Accounts Payable Check
177162 02/09/2024 LIN LI 288.00Accounts Payable Check
177163 02/09/2024 LIFE ASSIST, INC. 1,203.57Accounts Payable Check
177164 02/09/2024 JACKSON LIGHT 240.00Accounts Payable Check
177165 02/09/2024 THOMAS LITTLE 240.00Accounts Payable Check
177166 02/09/2024 LONELY OAK ARTS 200.00Accounts Payable Check
177167 02/09/2024 LARISSE LOPEZ 164.00Accounts Payable Check
177168 02/09/2024 ANDREW LUERA 240.00Accounts Payable Check
177169 02/09/2024 MATTHEW MADRIGAL 240.00Accounts Payable Check
177170 02/09/2024 MARBORG INDUSTRIES 73.05Accounts Payable Check
177171 02/09/2024 MBS LAND SURVEYS 5,600.00Accounts Payable Check
177172 02/09/2024 MEDSTOP URGENT CARE CENTER 450.00Accounts Payable Check
177173 02/09/2024 MID-COAST MOWER & SAW, INC. 54.26Accounts Payable Check
177174 02/09/2024 MIG 15,725.44Accounts Payable Check
177175 02/09/2024 MINER'S ACE HARDWARE 391.81Accounts Payable Check
ITEM NUMBER: A-2
DATE: 03/26/24
ATTACHMENT: 1
Page 12 of 112
Check
Number Check Date Vendor Descripton Amount
City of Atascadero
Disbursement Listng
For the Month of January 2024
177176 02/09/2024 TROY J. MITCHELL, SR. 1,192.50Accounts Payable Check
177177 02/09/2024 MIWALL CORPORATION 2,365.50Accounts Payable Check
177178 02/09/2024 MV TRANSPORTATION, INC. 11,724.58Accounts Payable Check
177179 02/09/2024 KYLE NAKAZAWA 240.00Accounts Payable Check
177180 02/09/2024 NCI AFFILIATES, INC 50.00Accounts Payable Check
177181 02/09/2024 KELLYE R. NETZ 190.00Accounts Payable Check
177182 02/09/2024 PAUL NETZ 240.00Accounts Payable Check
177183 02/09/2024 NEW TIMES 593.50Accounts Payable Check
177184 02/09/2024 NUTRIEN AG SOLUTIONS, INC. 1,517.66Accounts Payable Check
177185 02/09/2024 OCCUPATIONAL HEALTH CTRS OF CA 929.00Accounts Payable Check
177186 02/09/2024 RON OVERACKER 294.00Accounts Payable Check
177189 02/09/2024 PACIFIC GAS AND ELECTRIC 84,024.03Accounts Payable Check
177190 02/09/2024 DEAN PERICIC 240.00Accounts Payable Check
177191 02/09/2024 GRAYSON J. POWER 85.00Accounts Payable Check
177192 02/09/2024 PROCARE JANITORIAL SUPPLY,INC. 748.06Accounts Payable Check
177193 02/09/2024 MCKENZIE R. PULLEN 108.00Accounts Payable Check
177194 02/09/2024 RAINSCAPE, A LANDSCAPE SVC CO. 7,902.00Accounts Payable Check
177195 02/09/2024 JERI RANGEL 387.00Accounts Payable Check
177196 02/09/2024 RECOGNITION WORKS 12.07Accounts Payable Check
177197 02/09/2024 MIGUEL REED 68.00Accounts Payable Check
177198 02/09/2024 BRIAN S. RICKS 160.00Accounts Payable Check
177199 02/09/2024 BRANDON ROBERTS 240.00Accounts Payable Check
177200 02/09/2024 CHRISTOPHER R. ROBINSON 240.00Accounts Payable Check
177201 02/09/2024 CORBIN J. ROSSI 152.00Accounts Payable Check
177202 02/09/2024 SCHAAF & WHEELER 5,110.00Accounts Payable Check
177203 02/09/2024 SECURITAS TECHNOLOGY CORPORATN 348.18Accounts Payable Check
177204 02/09/2024 SERVICE SYSTEMS ASSC, INC. 2,500.00Accounts Payable Check
177205 02/09/2024 JAREN SILVA 164.00Accounts Payable Check
177206 02/09/2024 OWEN T. SMITH 108.00Accounts Payable Check
177207 02/09/2024 SOFTWAREONE, INC. 88,715.47Accounts Payable Check
177208 02/09/2024 SOUTH COAST EMERGENCY VEH SVC 2,138.86Accounts Payable Check
177209 02/09/2024 SOUZA CONSTRUCTION, INC. 304,386.67Accounts Payable Check
177210 02/09/2024 DANE J. STOVER 36.00Accounts Payable Check
177211 02/09/2024 SUN BADGE COMPANY 159.72Accounts Payable Check
177212 02/09/2024 SUNLIGHT JANITORIAL, INC. 1,650.00Accounts Payable Check
177213 02/09/2024 TEMPLETON UNIFORMS, LLC 254.17Accounts Payable Check
177214 02/09/2024 T-MOBILE USA, INC. 25.00Accounts Payable Check
177215 02/09/2024 KARL O. TOERGE 144.00Accounts Payable Check
177216 02/09/2024 TOWNSEND PUBLIC AFFAIRS, INC. 4,000.00Accounts Payable Check
177217 02/09/2024 SKYLER E. TUCKER 144.00Accounts Payable Check
ITEM NUMBER: A-2
DATE: 03/26/24
ATTACHMENT: 1
Page 13 of 112
Check
Number Check Date Vendor Descripton Amount
City of Atascadero
Disbursement Listng
For the Month of January 2024
177218 02/09/2024 U.S. POSTAL SERVICE 3,000.00Accounts Payable Check
177219 02/09/2024 UNITED RENTALS (NORTH AM), INC 1,410.49Accounts Payable Check
177220 02/09/2024 UNITED STAFFING ASSC., INC. 116.77Accounts Payable Check
177221 02/09/2024 USA BLUE BOOK 791.81Accounts Payable Check
177222 02/09/2024 VERIZON WIRELESS 2,744.49Accounts Payable Check
177223 02/09/2024 VINO VICE, INC. 376.00Accounts Payable Check
177224 02/09/2024 VISIT SLO CAL 1,600.00Accounts Payable Check
177225 02/09/2024 EVAN F. WANNER-BROWN 68.00Accounts Payable Check
177226 02/09/2024 KAREN B. WYKE 1,059.30Accounts Payable Check
177227 02/09/2024 YEH AND ASSOCIATES, INC. 640.15Accounts Payable Check
177228 02/09/2024 YOUTH EVOLUTION SOCCER 600.00Accounts Payable Check
177229 02/09/2024 ASHLEY ZAMORA 164.00Accounts Payable Check
5051 02/14/2024 MCGRIFF INSURANCE SERVICE TRUIST INSURANCE HOLIDNGS LLC 1,422.94Payroll Vendor Payment
5052 02/15/2024 ANTHEM BLUE CROSS HSA 13,466.67Payroll Vendor Payment
177230 02/15/2024 ATASCADERO MID MGRS ORG UNION 40.00Payroll Vendor Payment
177231 02/15/2024 ATASCADERO POLICE OFFICERS 2,456.25Payroll Vendor Payment
177232 02/15/2024 ATASCADERO PROF. FIREFIGHTERS 1,151.80Payroll Vendor Payment
177233 02/15/2024 EMPLOYMENT DEV. DEPARTMENT 8,861.00Payroll Vendor Payment
177234 02/15/2024 EMPOWER ANNUITY INS CO 8,043.06Payroll Vendor Payment
177235 02/15/2024 IAFF MERP 1,900.00Payroll Vendor Payment
177236 02/15/2024 MISSIONSQUARE 9,550.15Payroll Vendor Payment
177237 02/15/2024 NATIONWIDE RETIREMENT SOLUTION 661.04Payroll Vendor Payment
5053 02/16/2024 STATE DISBURSEMENT UNIT 283.84Payroll Vendor Payment
5054 02/16/2024 CALIF PUBLIC EMPLOYEES RETIREMENT SYSTEM 23,565.14Payroll Vendor Payment
5055 02/16/2024 CALIF PUBLIC EMPLOYEES RETIREMENT SYSTEM 35,876.78Payroll Vendor Payment
5056 02/16/2024 CALIF PUBLIC EMPLOYEES RETIREMENT SYSTEM 2,805.62Payroll Vendor Payment
5057 02/16/2024 CALIF PUBLIC EMPLOYEES RETIREMENT SYSTEM 2,837.45Payroll Vendor Payment
5058 02/16/2024 CALIF PUBLIC EMPLOYEES RETIREMENT SYSTEM 8,358.34Payroll Vendor Payment
5059 02/16/2024 CALIF PUBLIC EMPLOYEES RETIREMENT SYSTEM 11,529.97Payroll Vendor Payment
5060 02/16/2024 CALIF PUBLIC EMPLOYEES RETIREMENT SYSTEM 16,224.01Payroll Vendor Payment
5061 02/16/2024 CALIF PUBLIC EMPLOYEES RETIREMENT SYSTEM 25,080.59Payroll Vendor Payment
5062 02/20/2024 SEIU LOCAL 620 902.04Payroll Vendor Payment
5063 02/20/2024 RABOBANK, N.A. 67,243.79Payroll Vendor Payment
5064 02/20/2024 EMPLOYMENT DEV DEPARTMENT 20,799.28Payroll Vendor Payment
5065 02/20/2024 EMPLOYMENT DEV. DEPARTMENT 3,280.68Payroll Vendor Payment
5066 02/21/2024 BANK OF NEW YORK MELLON 109,377.18Accounts Payable Check
177238 02/22/2024 VISIT SLO CAL 17,000.00Accounts Payable Check
177239 02/23/2024 2 MEXICANS, LLC 529.50Accounts Payable Check
177240 02/23/2024 ACCESS PUBLISHING 889.00Accounts Payable Check
177241 02/23/2024 AIRGAS USA, LLC 575.57Accounts Payable Check
ITEM NUMBER: A-2
DATE: 03/26/24
ATTACHMENT: 1
Page 14 of 112
Check
Number Check Date Vendor Descripton Amount
City of Atascadero
Disbursement Listng
For the Month of January 2024
177242 02/23/2024 ALLIANT INSURANCE SERVICES INC 150.00Accounts Payable Check
177243 02/23/2024 ALPHA ELECTRIC SERVICE 614.60Accounts Payable Check
177244 02/23/2024 AMERICAN WEST TIRE & AUTO INC 1,158.92Accounts Payable Check
177246 02/23/2024 AT&T 1,264.66Accounts Payable Check
177247 02/23/2024 AT&T 127.87Accounts Payable Check
177249 02/23/2024 ATASCADERO MUTUAL WATER CO. 5,095.70Accounts Payable Check
177250 02/23/2024 AVILA TRAFFIC SAFETY 391.50Accounts Payable Check
177251 02/23/2024 ALISHA BANE 96.00Accounts Payable Check
177252 02/23/2024 BELLA VISTA INVESTIGATIVE SERV 2,450.00Accounts Payable Check
177253 02/23/2024 BELL'S PLUMBING REPAIR, INC. 544.00Accounts Payable Check
177254 02/23/2024 BREZDEN PEST CONTROL, INC. 103.00Accounts Payable Check
177255 02/23/2024 SHEA T. BUCKLEY 68.00Accounts Payable Check
177256 02/23/2024 BURKE,WILLIAMS, & SORENSON LLP 9,786.25Accounts Payable Check
177257 02/23/2024 BURT INDUSTRIAL SUPPLY 49.36Accounts Payable Check
177258 02/23/2024 CANNON 82,410.00Accounts Payable Check
177259 02/23/2024 AIDEN J. CAPOZZOLI 36.00Accounts Payable Check
177260 02/23/2024 MARK R. CAPOZZOLI 36.00Accounts Payable Check
177261 02/23/2024 CAROLLO ENGINEERS, INC. 22,863.50Accounts Payable Check
177262 02/23/2024 MORGAN R. CATHEY 34.00Accounts Payable Check
177263 02/23/2024 CHARTER COMMUNICATIONS 4,341.49Accounts Payable Check
177264 02/23/2024 LARA CHRISTENSEN 403.74Accounts Payable Check
177270 02/23/2024 CINTAS 5,648.83Accounts Payable Check
177271 02/23/2024 KRISTINE CLARK 281.90Accounts Payable Check
177272 02/23/2024 CLEATH-HARRIS GEOLOGISTS, INC. 7,206.10Accounts Payable Check
177273 02/23/2024 AUDREY S. COHEN 54.00Accounts Payable Check
177274 02/23/2024 HOLLY R. COLLINS 75.00Accounts Payable Check
177275 02/23/2024 COLOR CRAFT PRINTING 156.60Accounts Payable Check
177276 02/23/2024 CONSOR NORTH AMERICA, INC. 3,473.84Accounts Payable Check
177277 02/23/2024 CSG CONSULTANTS, INC. 674.27Accounts Payable Check
177278 02/23/2024 CUESTA POLYGRAPH & INVEST. LLC 1,100.00Accounts Payable Check
177279 02/23/2024 CULLIGAN SANTA MARIA 156.86Accounts Payable Check
177280 02/23/2024 CULLIGAN/CENTRAL COAST WTR TRT 70.00Accounts Payable Check
177281 02/23/2024 JOE DEBRUIN, PH.D. 180.00Accounts Payable Check
177282 02/23/2024 DEPARTMENT OF JUSTICE 655.00Accounts Payable Check
177283 02/23/2024 DEPARTMENT OF TRANSPORTATION 10,392.64Accounts Payable Check
177284 02/23/2024 EPIC IT SUPPORT 950.00Accounts Payable Check
177285 02/23/2024 EXECUTIVE JANITORIAL 750.00Accounts Payable Check
177286 02/23/2024 FAMCON PIPE AND SUPPLY, INC. 295.50Accounts Payable Check
177287 02/23/2024 FENCE FACTORY ATASCADERO 722.27Accounts Payable Check
177288 02/23/2024 FGL ENVIRONMENTAL 3,842.00Accounts Payable Check
ITEM NUMBER: A-2
DATE: 03/26/24
ATTACHMENT: 1
Page 15 of 112
Check
Number Check Date Vendor Descripton Amount
City of Atascadero
Disbursement Listng
For the Month of January 2024
177289 02/23/2024 FILIPPIN ENGINEERING, INC. 51,806.05Accounts Payable Check
177290 02/23/2024 FILIPPONI & THOMPSON DRILLING 200.00Accounts Payable Check
177291 02/23/2024 FIRE CHIEFS ASSC OF SLO CO 75.00Accounts Payable Check
177292 02/23/2024 TIMOTHY K. FOSTER 72.00Accounts Payable Check
177293 02/23/2024 G. SOSA CONSTRUCTION, INC. 27,310.16Accounts Payable Check
177294 02/23/2024 ANNE E. GALLAGHER 135.00Accounts Payable Check
177295 02/23/2024 GAS COMPANY 3,182.12Accounts Payable Check
177296 02/23/2024 GIERLICH-MITCHELL, INC. 26,039.64Accounts Payable Check
177297 02/23/2024 STEVEN STEEL GREY, JR. 51.00Accounts Payable Check
177298 02/23/2024 CHRISTOPHER HESTER 138.00Accounts Payable Check
177299 02/23/2024 RACHEL HUNTER 444.18Accounts Payable Check
177300 02/23/2024 INTERNATIONAL SECURITY PRODUCT 2,889.73Accounts Payable Check
177301 02/23/2024 IRON MOUNTAIN RECORDS MGMNT 37.76Accounts Payable Check
177302 02/23/2024 J. CARROLL CORPORATION 1,818.20Accounts Payable Check
177303 02/23/2024 JOEBELLA COFFEE ROASTERS 87.50Accounts Payable Check
177304 02/23/2024 KNECHT'S PLUMBING & HEATING 14,135.44Accounts Payable Check
177305 02/23/2024 KPRL 1230 AM 320.00Accounts Payable Check
177306 02/23/2024 JAMES R. LEWIS 403.74Accounts Payable Check
177307 02/23/2024 LEXIPOL, LLC 937.40Accounts Payable Check
177308 02/23/2024 LIFE ASSIST, INC. 606.72Accounts Payable Check
177309 02/23/2024 EBONY LUCIEN 250.00Accounts Payable Check
177310 02/23/2024 MADRONE LANDSCAPES, INC. 435.00Accounts Payable Check
177311 02/23/2024 MARBORG INDUSTRIES 73.05Accounts Payable Check
177312 02/23/2024 MICHAEL K. NUNLEY & ASSC, INC. 4,138.31Accounts Payable Check
177313 02/23/2024 MINER'S ACE HARDWARE 82.57Accounts Payable Check
177314 02/23/2024 MOSS, LEVY, & HARTZHEIM LLP 7,785.00Accounts Payable Check
177315 02/23/2024 MOTOROLA SOLUTIONS, INC. 524.12Accounts Payable Check
177316 02/23/2024 NEW TIMES 1,285.00Accounts Payable Check
177317 02/23/2024 ODP BUSINESS SOLUTIONS, LLC 600.73Accounts Payable Check
177318 02/23/2024 PACIFIC CNTRL COAST HLTH CTRS 940.00Accounts Payable Check
177319 02/23/2024 PACIFIC GAS AND ELECTRIC 1,514.47Accounts Payable Check
177320 02/23/2024 PADRE ASSOCIATES, INC. 5,228.14Accounts Payable Check
177321 02/23/2024 PETERSON U-CART 271.88Accounts Payable Check
177322 02/23/2024 GRAYSON J. POWER 51.00Accounts Payable Check
177323 02/23/2024 PROFORCE LAW ENFORCEMENT 2,035.71Accounts Payable Check
177324 02/23/2024 QUINCON, INC. 65,769.45Accounts Payable Check
177325 02/23/2024 RAINSCAPE, A LANDSCAPE SVC CO. 1,810.00Accounts Payable Check
177326 02/23/2024 DIEGO K. REED 119.00Accounts Payable Check
177327 02/23/2024 RICHARD COWELL TACTICAL, LLC 651.50Accounts Payable Check
177328 02/23/2024 RICK ENGINEERING COMPANY 66,375.07Accounts Payable Check
ITEM NUMBER: A-2
DATE: 03/26/24
ATTACHMENT: 1
Page 16 of 112
Check
Number Check Date Vendor Descripton Amount
City of Atascadero
Disbursement Listng
For the Month of January 2024
177329 02/23/2024 BRIAN S. RICKS 120.00Accounts Payable Check
177330 02/23/2024 SCHINDLER ELEVATOR CORP 490.11Accounts Payable Check
177331 02/23/2024 SLO COUNTY SHERIFF'S OFFICE 54.00Accounts Payable Check
177332 02/23/2024 OWEN T. SMITH 54.00Accounts Payable Check
177333 02/23/2024 SOUTH COAST EMERGENCY VEH SVC 79.77Accounts Payable Check
177334 02/23/2024 SOUZA CONSTRUCTION, INC. 1,259,482.73Accounts Payable Check
177335 02/23/2024 SPECIALIZED EQUIPMENT REPAIR 2,210.91Accounts Payable Check
177336 02/23/2024 JENNIFER L. SPOTTEN 759.00Accounts Payable Check
177337 02/23/2024 DANE J. STOVER 72.00Accounts Payable Check
177338 02/23/2024 SUNRUN INSTALLATION SERVICES 472.20Accounts Payable Check
177339 02/23/2024 SUPERION, LLC 1,050.00Accounts Payable Check
177340 02/23/2024 SWCA, INC. 2,259.25Accounts Payable Check
177341 02/23/2024 TELEWORX, LLC 64,550.00Accounts Payable Check
177342 02/23/2024 TESCO CONTROLS, LLC 900.00Accounts Payable Check
177343 02/23/2024 THOMSON REUTERS - WEST 201.99Accounts Payable Check
177349 02/23/2024 U.S. BANK 49,361.72Accounts Payable Check
177350 02/23/2024 VERDIN 13,313.52Accounts Payable Check
177351 02/23/2024 VERIZON WIRELESS 399.39Accounts Payable Check
177352 02/23/2024 VERIZON WIRELESS-VSAT 135.00Accounts Payable Check
177353 02/23/2024 VISIT SLO CAL 72,352.10Accounts Payable Check
177354 02/23/2024 WALLACE GROUP 6,525.00Accounts Payable Check
177355 02/23/2024 YEH AND ASSOCIATES, INC. 1,212.50Accounts Payable Check
177356 02/23/2024 ZOOM IMAGING SOLUTIONS, INC. 988.64Accounts Payable Check
5067 02/29/2024 ANTHEM BLUE CROSS HSA 13,536.67Payroll Vendor Payment
177357 02/29/2024 ATASCADERO PROF. FIREFIGHTERS 1,151.80Payroll Vendor Payment
177358 02/29/2024 EMPOWER ANNUITY INS CO 8,117.78Payroll Vendor Payment
177359 02/29/2024 IAFF MERP 1,900.00Payroll Vendor Payment
177360 02/29/2024 MISSIONSQUARE 8,579.49Payroll Vendor Payment
177361 02/29/2024 NATIONWIDE RETIREMENT SOLUTION 671.16Payroll Vendor Payment
$ 3,562,116.06
ITEM NUMBER: A-2
DATE: 03/26/24
ATTACHMENT: 1
Page 17 of 112
December 2023
December 2023 Investment Report
RECOMMENDATION:
REPORT IN BRIEF:
Cash and Investments
Checking 12,010,803$
Zoo Credit Card Deposit Account 24,972
Certificates of Deposit 19,358,838
Government Securities 21,494,407
Supranational Securities 2,010,540
Municipal Securities 8,510,744
LAIF 9,614,315
Cash with Fiscal Agents 2,207,103
Cash in Banks at December 31, 2023 75,231,722$
Deposits in Transit 90,477
Timing Differences (3,115,591)
Cash and Investments at December 31, 2023 72,206,608$
Investment Activity
Securities Purchased:
Purchase Date Description Type Cost Maturity Date
10/04/23 Investar Bank
Baton Rouge, LA
Certificate of
Deposit
$ 248,000 10/03/25
10/20/23 Federal Agricultural Mtge Corp
CUSIP #31422XR95
Government
Security
481,449 12/02/27
10/25/23 First Foundation Bank
Irvine, CA
Certificate of
Deposit
227,624 01/19/27
10/25/23 Federal Farm Credit Bank
CUSIP #3133ELV92
Government
Security
430,973 07/20/27
10/25/23 Federal Home Loan Bank
CUSIP #3130ALXQ9
Government
Security
502,996 10/23/28
10/26/23 Southern First Bank
Greensville, SC
Certificate of
Deposit
244,000 10/17/28
10/27/23 Iowa State Bank
Clarksville, IA
Certificate of
Deposit
249,000 10/27/28
Atascadero City Council
Council receive and file the City Treasurer's report for quarter ending December 31, 2023.
Staff Report - City Treasurer
ITEM NUMBER: A-3
DATE: 03/26/24
Page 18 of 112
Securities Purchased (continued):
Purchase Date Description Type Cost Maturity Date
11/03/23 Bridgewater Bank
St. Louis Pk, MN
Certificate of
Deposit
$ 248,000 08/03/26
11/08/23 BMO Harris Bank
Chicago, IL
Certificate of
Deposit
218,039 06/24/25
11/08/23 Goldman Sachs Bank
New York, NY
Certificate of
Deposit
237,342 08/12/25
11/08/23 Federal Agricultural Mtge Corp
CUSIP #31424WAN2
Government
Security
704,349 10/13/26
11/14/23 Wells Fargo Bank
Sioux Falls, SD
Certificate of
Deposit
248,000 11/14/28
12/01/23 Sulphur Springs, CA
CUSIP #865485EL6
Municipal
Security
97,400 12/01/28
12/12/23 Federal Agricultural Mtge Corp
CUSIP #31424WCR1
Government
Security
751,385 12/04/28
12/12/23 Federal Home Loan Bank
CUSIP #3130AFFX0
Government
Security
477,129 11/16/28
Securities Matured:
Maturity Date Description Type Original Cost Amount Matured
10/13/23 Luther Burbank Savings
Santa Rosa, CA
Certificate of
Deposit
$ 240,000 $ 240,000
11/06/23 Federal Farm Credit Bank
CUSIP #3133EJQ85
Government
Security
499,805 500,000
11/06/23 Morgan Stanley Private Bank
New York, NY
Certificate of
Deposit
245,000 245,000
12/08/23 Federal Home Loan Bank
CUSIP #3130AAHE1
Government
Security
688,390 640,000
Securities Sold Prior to Maturity:
None
Other Reportable Activities:
None
Investment Activity (continued)
ITEM NUMBER: A-3
DATE: 03/26/24
Page 19 of 112
City of Atascadero
Treasurer's Report
Cash & Investments Activity Summary
for the quarter ending December 31, 2023
CHECKING FISCAL
ACCOUNTS INVESTMENTS AGENT TOTALS
Balance per Banks at
October 1, 2023 $5,870,629 $63,712,481 $2,813,153 72,396,263$
Receipts 15,717,471 193,260 30,381 15,941,112
Recognition of Premiums &
Discounts - 42,417 - 42,417
Disbursements (12,511,639) - (636,431) (13,148,070)
Transfers In 8,325,000 5,365,686 - 13,690,686
Transfers Out (5,365,686) (8,325,000) - (13,690,686)
Balance per Banks at
December 31, 2023 $12,035,775 $60,988,844 $2,207,103 75,231,722
Deposits in Transit 90,477
Timing Differences (3,115,591)
Adjusted Treasurer's Balance $72,206,608
ITEM NUMBER: A-3
DATE: 03/26/24
Page 20 of 112
MATURITY DESCRIPTION PURCHASE INVESTMENT INVESTMENT STATED FACE PREMIUM/COST OF MARKET UNREALIZED
DATE (ISSUER)DATE TYPE RATING % RATE YIELD VALUE (DISCOUNT)INVESTMENT VALUE GAIN / (LOSS)
City of Atascadero
Investment Report
December 31, 2023
Funds Managed by City
n/a
Local Agency Invest.
Fund (LAIF)n/a State Investment Fund n/a n/a 3.93%9,614,315$ n/a 9,614,315$ 9,552,237$ (62,078)$
n/a Broker Money Market n/a Money Fund n/a n/a Vary - n/a - - -
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 245,000 244,449 (551)
02/22/24 Bank of Delight
Delight, AR
02/22/19 Certificate of Deposit n/a 2.85% 2.85% 245,000 n/a 245,000 244,143 (858)
03/08/24 Federal Home Loan Bank
CUSIP #3130AB3H7
03/07/19 Government Security Aaa 2.38% 2.58% 750,000 (283) 749,717 746,025 (3,692)
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 245,000 243,483 (1,517)
04/26/24 Mainstreet Bank
Fairfax, VA
05/01/19 Certificate of Deposit n/a 2.60% 2.60% 245,000 n/a 245,000 242,930 (2,070)
05/13/24 Federal Farm Credit Bank
CUSIP #3133EKLB0
05/13/19 Government Security Aaa 2.31% 2.32% 500,000 (13) 499,987 494,885 (5,102)
05/16/24 Enterprise Bank
Allison Park, PA
05/16/19 Certificate of Deposit n/a 2.60% 2.60% 245,000 n/a 245,000 242,609 (2,391)
06/01/24 Tulare County Pension Bond
CUSIP #899154AW8
09/28/20 Municipal Security A1 3.56% 0.79% 120,000 1,362 121,362 119,056 (2,306)
06/13/24 US Treasury Bills
CUSIP #912797FS1
09/26/23 Government Security F-1+
(Aaa equivalent)
0.00% 5.25% 100,000 (2,313) 97,687 97,713 26
06/26/24 Commerce Bank
Geneva, MN
06/26/19 Certificate of Deposit n/a 2.30% 2.30% 245,000 n/a 245,000 241,702 (3,298)
07/23/24 BankUnited
Miami Lakes, FL
07/24/23 Certificate of Deposit n/a 5.30% 5.30% 237,000 n/a 237,000 237,156 156
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 245,000 240,717 (4,283)
08/01/24 Federal Farm Credit Bank
CUSIP 3133EJM55
07/24/19 Government Security Aaa 3.25% 1.92% 427,000 3,269 430,269 422,465 (7,804)
08/19/24 CF Bank
Worthington, OH
08/19/19 Certificate of Deposit n/a 1.85% 1.85% 245,000 n/a 245,000 240,002 (4,998)
08/28/24 Genoa Banking Company
Genoa, OH
08/28/19 Certificate of Deposit n/a 1.80% 1.80% 245,000 n/a 245,000 239,723 (5,277)
08/28/24 Int'l Bank for Recon & Develop
CUSIP #459056HV2
10/18/19 Supranational Security Aaa 1.50% 1.62% 500,000 (386) 499,614 488,500 (11,114)
ITEM NUMBER: A-3
DATE: 03/26/24
Page 21 of 112
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
December 31, 2023
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$ 239,794$ (5,206)$
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 97,531 (2,469)
09/20/24 Bank Deerfield
Deerfield, WI
09/20/19 Certificate of Deposit n/a 1.70% 1.70% 245,000 n/a 245,000 239,054 (5,946)
09/25/24 Grand River Bank
Grandville, MI
03/25/20 Certificate of Deposit n/a 1.00% 1.00% 245,000 n/a 245,000 237,697 (7,303)
10/15/24 Federal National Mortgage Assn
CUSIP #3135G0W66
03/13/20 Government Security Aaa 1.63% 0.81% 500,000 3,210 503,210 487,260 (15,950)
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 245,000 238,174 (6,826)
11/18/24 Federal Farm Credit Bank
CUSIP #3133ENZ94
11/23/22 Government Security Aaa 4.50% 4.70% 400,000 (714) 399,286 398,528 (758)
12/13/24 Federal Home Loan Bank
CUSIP #3130A3GE8
03/13/20 Government Security Aaa 2.75% 0.84% 500,000 9,046 509,046 490,455 (18,591)
01/15/25 Int'l Bank for Recon & Develop
CUSIP #459058HT3
01/16/20 Supranational Security Aaa 1.63% 1.66% 500,000 (201) 499,799 484,120 (15,679)
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 245,000 236,736 (8,264)
01/24/25 Baycoast Bank
Swansea, MA
01/24/20 Certificate of Deposit n/a 1.70% 1.70% 245,000 n/a 245,000 236,310 (8,690)
02/12/25 Federal Home Loan Mtge Corp
CUSIP #3137EAEP0
03/13/20 Government Security Aaa 1.50% 0.79% 500,000 3,951 503,951 482,705 (21,246)
03/03/25 Federal Farm Credit Bank
CUSIP #3133ELQY3
03/04/20 Government Security Aaa 1.21% 0.88% 500,000 1,900 501,900 481,205 (20,695)
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 245,000 233,024 (11,976)
03/27/25 Bank of Romney
Romney, WV
03/27/20 Certificate of Deposit n/a 1.15% 1.15% 245,000 n/a 245,000 233,446 (11,554)
03/27/25 First Jackson Bank
Stevenson, AL
03/27/20 Certificate of Deposit n/a 1.15% 1.15% 245,000 n/a 245,000 233,446 (11,554)
04/01/25 El Cajon Taxable Pension Obl
CUSIP 282659AX9
01/27/21 Municipal Security Aa 1.18% 0.70% 650,000 3,878 653,878 617,364 (36,515)
04/28/25 First National Bank
McGregor, TX
04/28/20 Certificate of Deposit n/a 1.35% 1.35% 245,000 n/a 245,000 233,407 (11,593)
ITEM NUMBER: A-3
DATE: 03/26/24
Page 22 of 112
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
December 31, 2023
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$ 232,833$ (12,167)$
05/01/25 Corona California Pension
CUSIP #21969AAD4
04/12/23 Municipal Security AA+ 1.13% 4.50% 450,000 (19,369) 430,631 426,398 (4,234)
05/15/25 Tennessee Valley Authority
CUSIP #880591EW8
11/09/22 Government Security Aaa 0.75% 4.77% 205,000 (10,825) 194,175 194,440 265
06/24/25 BMO Harris Bank NA
Chicago, IL
11/08/23 Certificate of Deposit n/a 3.20% 3.20% 225,000 (6,354) 218,646 219,287 641
06/30/25 US Treasury Notes
CUSIP #912828XZ8
04/13/22 Government Security Aaa 2.75% 2.61% 500,000 974 500,974 487,755 (13,219)
07/01/25 Northern Calif Power Agency
CUSIP #664845FN9
04/13/22 Municipal Security Aa3 2.39% 3.04% 305,000 (2,892) 302,108 294,060 (8,048)
07/01/25 University of California
CUSIP #91412GU94
10/22/20 Municipal Security Aa2 3.06% 0.81% 300,000 10,084 310,084 292,743 (17,341)
08/12/25 Goldman Sachs Bank
New York, NY
11/08/23 Certificate of Deposit n/a 3.05% 5.16% 246,000 (7,967) 238,033 238,832 799
08/18/25 Federal National Mortgage Assn
CUSIP #3136G4M75
01/09/22 Government Security Aaa 0.52% 4.70% 280,000 (18,183) 261,817 262,886 1,069
08/20/25 Northeast Community Bank
White Plains, NY
07/19/23 Certificate of Deposit n/a 0.45% 4.99% 160,000 (11,411) 148,589 148,758 169
09/01/25 San Bernardino Successor Agency
Swansea, MA
10/22/20 Municipal Security Aa 4.00% 0.71% 175,000 9,550 184,550 177,590 (6,960)
09/12/25 Federal Home Loan Bank
CUSIP #3130A6C70
10/04/22 Government Security Aaa 2.63% 4.13% 570,000 (13,930) 556,070 553,248 (2,822)
10/01/25 Folsom Cordova School District
CUSIP #34440PCN9
11/10/20 Municipal Security Aa- 3.00% 1.00% 400,000 13,867 413,867 388,628 (25,239)
10/03/25 Investar Bank
Baton Rouge, LA
10/04/23 Certificate of Deposit n/a 5.35% 5.35% 248,000 n/a 248,000 250,016 2,016
11/07/25 Federal National Mortgage Assn
CUSIP #3135G06G3
12/14/20 Government Security Aaa 0.50% 0.42% 500,000 738 500,738 465,725 (35,013)
11/15/25 Tulare Sewer Revenue
CUSIP 899124MF5
12/11/20 Municipal Security Aa 1.46% 0.58% 400,000 6,497 406,497 375,600 (30,897)
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 245,000 225,574 (19,426)
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 245,000 225,194 (19,806)
ITEM NUMBER: A-3
DATE: 03/26/24
Page 23 of 112
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
December 31, 2023
12/29/25 American Nat'l Bank
Baxter, MN
09/29/23 Certificate of Deposit n/a 5.00% 5.00% 248,000$ n/a 248,000$ 249,084$ 1,084$
01/15/26 First Reliance Bank
Florence, SC
01/15/21 Certificate of Deposit n/a 0.30% 0.30% 245,000 n/a 245,000 223,648 (21,352)
01/22/26 ConnectOne Bank
Englewood Cliffs, NJ
01/22/21 Certificate of Deposit n/a 0.45% 0.45% 245,000 n/a 245,000 224,165 (20,835)
01/22/26 Luana Savings Bank
Luana, IA
01/22/21 Certificate of Deposit n/a 0.40% 0.40% 245,000 n/a 245,000 224,114 (20,886)
02/09/26 First United Bank & Trust
Durant, OK
03/16/23 Certificate of Deposit n/a 4.25% 4.81% 120,000 (1,348) 118,652 118,709 57
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 245,000 223,788 (21,212)
02/24/26 Eaglebank
Bethesda, MD
03/16/23 Certificate of Deposit n/a 4.25% 4.25% 244,000 n/a 244,000 241,196 (2,804)
03/02/26 Federal Farm Credit Bank
CUSIP #3133EFH91
03/03/21 Government Security Aaa 2.22% 0.75% 876,000 27,644 903,644 840,855 (62,789)
03/27/26 Federal Agriculture Mtge Corp
CUSIP #31422XDX7
03/30/21 Government Security n/a 0.83% 0.87% 500,000 (421) 499,579 463,980 (35,599)
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 245,000 222,127 (22,873)
04/24/26 Federal National Mortgage Assn
CUSIP #3135G0K36
04/26/21 Government Security Aaa 2.13% 0.77% 500,000 15,535 515,535 477,755 (37,780)
05/19/26 Eaglemark Savings Bank
Reno, NV
05/19/21 Certificate of Deposit n/a 0.70% 0.70% 245,000 n/a 245,000 222,413 (22,587)
05/31/26 US Treasury Notes
CUSIP #91282CCF6
11/23/22 Government Security Aaa 0.75% 4.15% 500,000 (38,660) 461,340 461,545 205
06/01/26 Golden St TOB
CUSIP #38122NC59
05/10/23 Municipal Security A 2.16% 4.52% 150,000 (8,023) 141,977 139,905 (2,072)
06/05/26 Enterprise Bank
Omaha, NE
09/27/23 Certificate of Deposit n/a 0.85% 4.99% 249,000 (23,570) 225,430 226,279 849
06/24/26 First Financial Bank
Dakota Dunes, SD
09/27/23 Certificate of Deposit n/a 3.15% 5.11% 249,000 (11,351) 237,649 239,167 1,518
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 245,000 222,315 (22,685)
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 245,000 222,225 (22,775)
ITEM NUMBER: A-3
DATE: 03/26/24
Page 24 of 112
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
December 31, 2023
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$ 222,208$ (22,792)$
08/01/26 Rancho Adobe Fire Protection
CUSIP #752096AE7
10/14/21 Municipal Security Aa 1.43% 1.25% 260,000 1,186 261,186 240,040 (21,146)
08/03/26 Bridgewater Bank
St. Louis Pk, MN
11/03/23 Certificate of Deposit n/a 5.15% 5.15% 248,000 n/a 248,000 249,791 1,791
08/13/26 Synchrony Bank
Draper, UT
08/13/21 Certificate of Deposit n/a 0.90% 0.90% 245,000 n/a 245,000 221,358 (23,643)
09/24/26 Federal National Mortgage Assn
CUSIP #3135G0Q22
09/24/21 Government Security Aaa 1.88% 0.80% 500,000 14,549 514,549 471,585 (42,964)
09/29/26 First Bank Richmond
Richmond, IN
09/29/21 Certificate of Deposit n/a 0.55% 0.55% 245,000 n/a 245,000 218,040 (26,960)
10/01/26 California Infrastructure Bonds
CUSIP #13034AL73
10/05/22 Municipal Security AAA 1.04% 4.69% 155,000 (14,473) 140,527 141,183 656
10/01/26 Manteca Redevelopment Bonds
CUSIP #56453RBA1
10/05/22 Municipal Security AA 2.04% 4.81% 115,000 (8,121) 106,879 106,940 61
10/13/26 Federal Agricultural Mtge Corp
CUSIP #31424WAN2
11/08/23 Government Security n/a 5.00% 4.77% 700,000 4,104 704,104 715,120 11,016
10/31/26 US Treasury Notes
CUSIP #912828YQ7
11/23/22 Government Security Aaa 1.63% 4.07% 250,000 (16,209) 233,791 234,053 262
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 245,000 220,275 (24,725)
11/17/26 Capital One National
McLean, VA
11/17/21 Certificate of Deposit n/a 1.10% 1.10% 245,000 n/a 245,000 220,275 (24,725)
11/17/26 Federal Agricultural Mtge Corp
CUSIP #31422XPS5
09/27/23 Government Security n/a 1.15% 4.86% 500,000 (49,297) 450,703 459,915 9,212
12/21/26 Federal Home Loan Bank
CUSIP #3130AQF65
12/30/21 Government Security Aaa 1.25% 1.26% 500,000 (108) 499,892 459,685 (40,207)
12/28/26 Federal Farm Credit Bank
CUSIP #3133EJ4E6
01/18/22 Government Security Aaa 3.13% 1.58% 200,000 8,987 208,987 194,696 (14,291)
12/31/26 Bank Kremlin
Kremlin, OK
12/31/21 Certificate of Deposit n/a 1.05% 1.05% 245,000 n/a 245,000 218,692 (26,308)
01/15/27 San Joaquin Hills Trans Agency
CUSIP # 798111HF0
01/19/22 Municipal Security A2 2.15% 1.88% 500,000 3,950 503,950 464,395 (39,555)
01/19/27 First Foundation Bank
Irvine, CA
10/25/23 Certificate of Deposit n/a 4.70% 5.05% 230,000 (2,253) 227,747 228,659 912
ITEM NUMBER: A-3
DATE: 03/26/24
Page 25 of 112
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
December 31, 2023
02/10/27 Federal Agriculture Mtge Corp
CUSIP #31422XTX0
02/17/22 Government Security n/a 1.60% 1.96% 550,000$ (5,959)$ 544,041$ 511,709$ (32,332)$
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 245,000 224,026 (20,974)
02/23/27 Sallie Mae Bank
Salt Lake City, UT
10/13/22 Certificate of Deposit n/a 2.20% 4.17% 184,000 (10,626) 173,374 169,746 (3,628)
03/01/27 Sonoma Marin Area Rail Transit
CUSIP #835588BA1
12/07/22 Municipal Security AA 1.73% 4.45% 500,000 (39,763) 460,237 460,525 288
03/12/27 Federal Home Loan Bank
CUSIP #3130A3DU5
03/17/22 Government Security Aaa 3.00% 2.20% 500,000 12,275 512,275 483,615 (28,660)
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 245,000 224,349 (20,651)
03/17/27 Beal Bank
Plano, TX
03/23/22 Certificate of Deposit n/a 2.00% 2.00% 245,000 n/a 245,000 223,266 (21,734)
04/14/27 Comenity Capital Bank
Draper, UT
04/14/22 Certificate of Deposit n/a 2.65% 2.65% 245,000 n/a 245,000 228,663 (16,337)
04/30/27 US Treasury Notes
CUSIP # 91282CEN7
01/18/23 Government Security Aaa 2.75% 3.64% 1,000,000 (27,784) 972,216 961,910 (10,306)
05/01/27 LA Unified School District
CUSIP # 544646A77
05/11/22 Municipal Security Aa3 5.72% 3.81% 500,000 29,740 529,740 512,905 (16,835)
05/15/27 US Treasury Notes
CUSIP #912828X88
05/24/22 Government Security Aaa 2.38% 2.87% 500,000 (7,794) 492,206 474,905 (17,301)
06/09/27 Federal Home Loan Bank
CUSIP #3130A5JU4
06/22/22 Government Security Aaa 3.04% 3.43% 200,000 (2,484) 197,516 193,716 (3,800)
06/11/27 Federal Home Loan Bank
CUSIP #3130ASGU7
06/22/22 Government Security Aaa 3.50% 3.41% 200,000 615 200,615 196,502 (4,113)
06/15/27 Federal Farm Credit Bank
CUSIP #3133EHNR0
06/22/22 Government Security Aaa 2.58% 3.43% 480,000 (13,128) 466,872 457,392 (9,480)
07/01/27 Sequoia CA Union High
CUSIP #817409N50
05/10/23 Municipal Security AA1 1.95% 4.20% 350,000 (25,348) 324,652 323,586 (1,067)
07/16/27 Federal Farm Credit Bank
CUSIP #3133EAXT0
07/26/22 Government Security Aaa 2.75% 2.98% 135,000 (1,027) 133,973 129,260 (4,713)
07/20/27 Federal Farm Credit Bank
CUSIP #3133ELV92
10/25/23 Government Security Aaa 0.77% 4.86% 500,000 (65,923) 434,077 445,935 11,858
08/01/27 Corona Norco Ca Unif Sch Dist
CUSIP # 219764SB4
08/04/22 Municipal Security AA- 2.30% 3.63% 250,000 (11,094) 238,906 230,880 (8,026)
ITEM NUMBER: A-3
DATE: 03/26/24
Page 26 of 112
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
December 31, 2023
08/01/27 Escondido CA Unif Sch Dist
CUSIP # 2963871UV7
08/05/22 Municipal Security AA2 1.13% 3.53% 100,000$ (8,006)$ 91,994$ 89,313$ (2,681)$
08/01/27 Martinez CA Uni Sch Dist
CUSIP # 573428MN6
08/04/22 Municipal Security AA 1.26% 3.43% 250,000 (18,117) 231,883 224,348 (7,536)
08/01/27 San Marcos CA Uni Sch Dist
CUSIP # 798755GC2
08/05/22 Municipal Security AA 2.31% 3.68% 185,000 (8,421) 176,579 172,394 (4,185)
08/01/27 Southwestern Comm College
CUSIP # 845389LS2
08/04/22 Municipal Security AA- 1.53% 3.53% 155,000 (10,330) 144,670 140,467 (4,203)
08/26/27 Federal Agriculture Mtge Corp
CUSIP #31422XF23
09/02/22 Government Security n/a 3.20% 3.49% 500,000 (4,936) 495,064 485,225 (9,839)
09/15/27 Luminate Bank
Minnetonka, MN
09/15/22 Certificate of Deposit n/a 3.40% 3.40% 245,000 n/a 245,000 233,679 (11,321)
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 245,000 234,512 (10,488)
09/15/27 University of Pittsburgh
CUSIP # 798755GC2
09/15/22 Municipal Security AA+ 3.18% 3.81% 500,000 (10,813) 489,187 479,835 (9,352)
10/08/27 Federal National Mortgage Assn
CUSIP #3135G05Y5
10/12/22 Government Security Aaa 0.75% 4.12% 1,000,000 (116,658) 883,342 887,800 4,458
10/31/27 US Treasury Notes
CUSIP # 91282CAU5
11/09/22 Government Security Aaa 0.50% 4.31% 600,000 (80,071) 519,929 527,460 7,531
11/15/27 Tulare CA Sewer Rev
CUSIP #899124MH1
04/12/23 Municipal Security AA 1.93% 4.47% 325,000 (29,091) 295,909 294,463 (1,446)
11/15/27 US Treasury Notes
CUSIP # 9128283F5
12/07/22 Government Security Aaa 2.25% 3.79% 500,000 (27,468) 472,532 470,115 (2,417)
12/01/27 Federal Agricultural Mtge Corp
CUSIP #31422XR95
10/20/23 Government Security n/a 4.03% 5.04% 500,000 (17,749) 482,251 501,315 19,064
12/15/27 Forbright Bank
Potomac, MD
12/15/22 Certificate of Deposit n/a 4.00% 4.00% 245,000 n/a 245,000 238,718 (6,282)
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 245,000 238,721 (6,279)
01/12/28 Inter-American Dev Bank
CUSIP # 4581X0EH7
01/19/23 Supranational Security Aaa 4.00% 3.70% 1,000,000 11,127 1,011,127 998,220 (12,907)
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 249,000 240,056 (8,944)
02/15/28 Belmont Bank & Trust
Chicago, IL
02/15/23 Certificate of Deposit n/a 3.75% 3.75% 249,000 n/a 249,000 240,539 (8,461)
ITEM NUMBER: A-3
DATE: 03/26/24
Page 27 of 112
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
December 31, 2023
02/15/28 US Treasury Notes
CUSIP # 9128283W8
02/01/23 Government Security Aaa 2.75% 3.64% 500,000$ (16,982)$ 483,018$ 477,950$ (5,068)$
02/17/28 Vision Bank
St. Louis, MN
02/17/23 Certificate of Deposit n/a 3.75% 3.75% 249,000 n/a 249,000 240,546 (8,454)
03/10/28 Federal Home Loan Bank
CUSIP # 3130ATS57
03/15/23 Government Security Aaa 4.50% 3.90% 600,000 13,861 613,861 614,190 329
03/17/28 Affinity Bank
Covington, GA
03/17/23 Certificate of Deposit n/a 4.90% 4.90% 245,000 n/a 245,000 247,560 2,560
03/20/28 Bank Five Nine
Oconomowoc, WI
03/20/23 Certificate of Deposit n/a 4.65% 4.65% 245,000 n/a 245,000 245,245 245
04/01/28 California State Bonds-Taxable
CUSIP #13063DGC6
04/12/23 Municipal Security AA 3.50% 3.98% 150,000 (2,769) 147,231 145,353 (1,878)
04/01/28 California State Bonds-GO
CUSIP #13063DGC6
04/12/23 Municipal Security AA 3.50% 3.98% 525,000 (9,690) 515,310 508,736 (6,575)
04/06/28 Morgan Stanley Bank
Salt Lake City, UT
09/28/23 Certificate of Deposit n/a 4.65% 4.69% 244,000 (361) 243,639 244,320 681
05/12/28 Central Bank
Little Rock, AR
05/12/23 Certificate of Deposit n/a 3.85% 3.85% 249,000 n/a 249,000 243,360 (5,640)
05/16/28 CIBC Bank
Chicago, IL
05/16/23 Certificate of Deposit n/a 4.35% 4.35% 244,000 n/a 244,000 241,860 (2,140)
05/16/28 Univest Bank & Trust
Souderton, PA
05/16/23 Certificate of Deposit n/a 4.40% 4.40% 249,000 n/a 249,000 247,332 (1,668)
05/30/28 Idaho First Bank
McCall, ID
05/30/23 Certificate of Deposit n/a 4.20% 4.20% 245,000 n/a 245,000 250,005 5,005
05/31/28 Customers Bank
Phoenixville, PA
05/31/23 Certificate of Deposit n/a 4.45% 4.45% 244,000 n/a 244,000 248,841 4,841
06/09/28 Federal Home Loan Bank
CUSIP #3130AEB25
06/20/23 Government Security AA+ 3.25% 4.03% 170,000 (5,324) 164,676 165,286 610
06/30/28 Federal Home Loan Bank
CUSIP #3130AWN63
08/03/23 Government Security Aaa 4.00% 4.33% 500,000 (6,670) 493,330 502,100 8,770
07/06/28 HSBC Bank USA
McLean, VA
07/18/23 Certificate of Deposit n/a 3.30% 4.57% 249,000 (12,920) 236,080 235,950 (130)
07/26/28 Park State Bank
Duluth, MN
07/26/23 Certificate of Deposit n/a 4.45% 4.45% 249,000 n/a 249,000 248,480 (520)
07/31/28 Medallion Bank
Salt Lake City, UT
07/31/23 Certificate of Deposit n/a 4.40% 4.40% 249,000 n/a 249,000 248,011 (989)
ITEM NUMBER: A-3
DATE: 03/26/24
Page 28 of 112
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
December 31, 2023
08/01/28 New York City Transitional Fin Auth
CUSIP #64971XBN7
08/16/23 Municipal Security Aa1 4.90% 4.90% 850,000$ (60,575)$ 789,425$ 806,506$ 17,081$
08/17/28 United Fidelity Bank FBS
Evansville, IN
09/13/23 Certificate of Deposit n/a 4.50% 4.50% 249,000 n/a 249,000 249,212 212
09/05/28 Discover Bank
Greenwood, DE
09/07/23 Certificate of Deposit n/a 4.55% 4.55% 244,000 n/a 244,000 244,959 959
09/13/28 Optum Bank Inc
Draper, UT
09/13/23 Certificate of Deposit n/a 4.55% 4.55% 244,000 n/a 244,000 244,942 942
09/21/28 Merrick Bank
South Jordan, UT
09/21/23 Certificate of Deposit n/a 4.50% 4.50% 249,000 n/a 249,000 249,573 573
09/27/28 Legacy Bank & Trust
Mountain Grove, MO
09/27/23 Certificate of Deposit n/a 4.50% 4.50% 249,000 n/a 249,000 249,637 637
09/29/28 Star Bank
Maple Lake, MN
09/29/23 Certificate of Deposit n/a 4.65% 4.65% 244,000 n/a 244,000 246,145 2,145
10/17/28 Southern First Bank
Greensville, SC
10/26/23 Certificate of Deposit n/a 4.85% 4.85% 244,000 n/a 244,000 249,246 5,246
10/23/28 Federal Home Loan Bank
CUSIP #3130AXLQ9
10/25/23 Government Security Aaa 5.03% 4.89% 500,000 2,908 502,908 522,955 20,047
10/27/28 Iowa State Bank
Clarksville, IA
10/27/23 Certificate of Deposit n/a 4.70% 4.70% 249,000 n/a 249,000 252,120 3,120
11/14/28 Wells Fargo Bank
Sioux Falls, SD
11/14/23 Certificate of Deposit n/a 5.05% 5.05% 248,000 n/a 248,000 255,128 7,128
11/16/28 Federal Home Loan Bank
CUSIP #3130AFFX0
12/12/23 Government Security Aaa 3.25% 4.29% 500,000 (22,633) 477,367 485,245 7,878
12/01/28 Sulphur Springs CA Uni Sch District
CUSIP #865485EL6
12/07/23 Municipal Security A2 1.97% 4.58% 110,000 (12,475) 97,525 97,314 (211)
12/04/28 Federal Agricultural Mtge Corp
CUSIP #31424WCR1
12/12/23 Government Security n/a 4.38% 4.33% 750,000 1,386 751,386 763,673 12,287
Total Funds Managed by the City 61,734,315 (745,471) 60,988,844 59,649,639 (1,339,204)
ITEM NUMBER: A-3
DATE: 03/26/24
Page 29 of 112
ITEM NUMBER: A-3 DATE: 03/26/24Page 30 of 112
City of Atascadero
Investments by Type
December 2023
Investment December 2023
LAIF 9,614,315$
Certificates of Deposit 19,358,838
Government Securities 21,494,407
Supranational Securities 2,010,540
Municipal Securities 8,510,744
Cash with Fiscal Agent 2,207,103
63,195,947$
LAIF
15%
Certificates of Deposit
31%
Government
Securities
34%
Supranational
Securities
3%
Municipal Securities
13%Cash with Fiscal Agent
4%
LAIF Certificates of Deposit Government Securities
Supranational Securities Municipal Securities Cash with Fiscal Agent
ITEM NUMBER: A-3
DATE: 03/26/24
Page 31 of 112
City of Atascadero
Investments by Maturity *
December 2023
Investment December 2023
On Demand 9,614,315$
Within One Month 245,000
One Month to One Year 7,087,178
One to Five Years 44,042,351
60,988,844$
* 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
16%
Within One Month
<1%
One Month to One Year
12%
One to Five Years
72%
On Demand Within One Month One Month to One Year One to Five Years
ITEM NUMBER: A-3
DATE: 03/26/24
Page 32 of 112
City of Atascadero
Investments by Custodial Agent
December 2023
Custodial Agent December 2023
State of California 9,614,315$
Union Bank 51,374,529
Bank of New York 2,207,103 Other
63,195,947$
State of California
15%
Union Bank
81%
Bank of New York
4%
State of California Union Bank Bank of New York
ITEM NUMBER: A-3
DATE: 03/26/24
Page 33 of 112
City of Atascadero
Investment Yield vs. 2-Year Treasury Yield
For the Quarter Ended December 31, 2023
City Yield
2-Yr Treasury
Weighted
Portfolio Yield
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 2.68%3.17%
September 2023 2.95%3.20%
December 2023 3.12%3.10%
0.00%
0.50%
1.00%
1.50%
2.00%
2.50%
3.00%
3.50%
City Yield 2-Yr Treasury Weighted Portfolio Yield
ITEM NUMBER: A-3
DATE: 03/26/24
Page 34 of 112
ITEM NUMBER: A-4
DATE: 03/26/24
Atascadero City Council
Staff Report – Fire & Emergency Services
Weed Abatement and Vegetation Management
Services Contract Award
RECOMMENDATIONS:
Council award a services contract agreement up to $130,660 annually with Hansen Bros
Custom Farming to provide weed abatement and vegetation management services for
two years, with three optional annual extensions, for a total not to exceed of five years.
DISCUSSION:
Background
Fire & Emergency Services’ mission, through its hazard reduction program, is to
eliminate vegetative growth and/or refuse which may constitute a fire or life and safety
hazard. The Atascadero Municipal Code, Section 6-13.03, addresses the abatement of
vegetative growth and/or refuse, which constitute a hazard. To address this community
safety issue, Fire & Emergency Services manages the weed abatement program, with
a focus on education, outreach, and compliance prior to the fire season, which begins
June 1. For those properties that have not complied with the required abatement of
noxious weeds and/or refuse, the City utilizes a third-party contractor to bring the
property into compliance. The City also utilizes the contractor to cut noxious weeds on
City owned parcels, primarily in the public right of way. The current contract, with a term
of two years with optional three annual extensions, expired December 31, 2023.
In addition to weed abatement, the scope of work will include vegetation management
within the City owned riparian and creek areas, including Atascadero Creek
(approximately 7 acres), swales, and drainage areas to maintain storm water systems, the
perimeter of Atascadero Lake, and other City-owned properties. Vegetation management
in these areas is regulated through the California Department of Fish and Wildlife and
typically occurs from September 1 through October 31. Vegetation management includes
the removal of the vegetative material (noxious weeds, tree trimmings, downed trees, etc.)
that could negatively impact the flow of waterways and health of Atascadero Lake.
Historically, this service has been provided by a third-party contractor with the resources,
equipment, and training necessary to work within these areas. By utilizing a contactor,
staff can focus on maintaining the parks, streets, and preparing the City’s storm drain
system for the rain season. By combining the weed abatement and vegetation
management contracts, due to their similar scopes of work, the City is improving contract
coordination and service delivery.
Page 35 of 112
ITEM NUMBER: A-4
DATE: 03/26/24
Analysis
Staff prepared a Request for Proposal (RFP) and solicited proposals in February 2024.
Staff received 3 proposals from qualified contractors. Proposals were individually
reviewed and scored by a technical selection committee that considered experience with
similar services, responsiveness to City needs, experience, and other factors. Of
particular importance to staff was the capability to complete weed abatement on private
and public properties ahead of the annual deadlines. After evaluating all proposals, the
selection committee agreed that Hansen Bros Custom Farming submitted the proposal
that best combined qualifications and value to the City.
FISCAL IMPACT:
Award of this contract will expend up to $130,660 annually in budgeted funds for weed
abatement and vegetation management contract services. Under the weed abatement
program, the City recovers 100% of the costs incurred for abating private properties. The
cost of weed abatement on private properties is recouped by means of a property tax
assessment which includes the contractor fees, 166% administrative fee, and a flat fee of
$282 for each parcel.
ESTIMATED EXPENDITURES
Weed Abatement (Fire Department) $75,660
Vegetation Management (Public Works Department) $55,000
Total Estimated Expenditures $130,660
BUDGETED FUNDING
Weed Abatement $75,660
Vegetation Management $55,000
Total Estimated Funding Sources $130,660
Projected Net Service Surplus / (Shortfall) $0
ALTERNATIVES:
Council may direct staff to re-release the RFP; however, staff believes the lowest
responsive proposal selected is within industry performance and cost.
ATTACHMENT:
None
Page 36 of 112
ITEM NUMBER: C-1
DATE: 03/26/24
Atascadero City Council
Director’s Report – Community Development Department
General Plan Update Project
“The Emerging Plan”
(GPA21-0067)
RECOMMENDATION:
Council and community receive an update on the General Plan Update project, provide
direction to staff on key policy questions including the draft General Plan Map, and provide
staff feedback on next steps.
DISCUSSION:
A City’s General Plan is the primary document that lays out the vision and policies for
how a city will develop and function in the future. It is a best practice to update the
document every decade or so. The City began a four-phased General Plan Update
process in July 2021. Since then, the first two phases have been completed, phase three
is wrapping up, and City staff is beginning phase four. At the City Council’s previous
hearing in August 2023, the City was at the beginning of phase three “exploring
alternatives”. Since then, staff has held a series of outreach events to help define the
proposed land use alternative. Now, the draft plan is ready for City Council review,
critique, and endorsement of the proposed “Preferred Alternative” (2045 General Plan
Map) and the general policy direction associated with that alternative. This will allow us
to continue developing the General Plan Document and Draft Environmental Impact
Report, and proceed with additional outreach on the work that has been completed.
As a reminder, the following is an overview of General Plan Update Phases:
• Phase 1: Scoping: included project process refinements and development of a
community outreach strategy.
• Phase 2: Discovery: included development of the Existing Conditions Report,
Vision and Guiding Principles, and a range of community engagement meetings
and activities to hear early feedback on the City’s assets, challenges, and
opportunities.
• Phase 3: Exploring Alternatives: included the development of growth and policy
alternatives for Atascadero’s future. This phase includes the selection of a draft
land use map, projected population and growth estimates, and general policy
direction (wrapping up).
• Phase 4: A Plan for Atascadero 2045: Involves development of the draft General
Plan document and Draft Environmental Impact Report (now in progress).
• Phase 5: Celebrating our Future: Final outreach on the draft plan, creation of the
final General Plan document and final Environmental Impact Report.
Page 37 of 112
ITEM NUMBER: C-1
DATE: 03/26/24
Analysis:
At the August 2023 hearing, City Council provided general direction on individual land
use change requests, draft population projections, land use “Placetypes”, and specific
focus areas upon which to focus potential land use changes. This feedback was used to
create draft land use alternatives, which were used as a basis for public outreach. Public
outreach comments were disseminated to assemble the draft land use plan. The draft
land use plan is the culmination of City Council, Planning Commission, Staff Technical
Advisory Committee (STAC), and community feedback.
Summary of Key Community Feedback
The community workshops and Staff advisory team resulted in a substantial amount of
feedback that helped develop the emerging plan. Some of these key points will be
illustrated in the presentation. In summary, the public felt that significant attention should
be given to transition zones between different land uses, such as multifamily and single-
family, and commercial and residential. The public also felt strongly about establishing
clear open space boundaries near creeks and the Salinas River. Community members
expressed the desire to maintain rural Atascadero and our small-town charm.
The proposed draft plan identifies how the City may grow through changes to land use
districts with a focus on options for future housing and employment locations within the
areas that have access to adequate infrastructure. This evening staff will review these
focus areas and illustrate the recommended changes to the General Plan Map.
Discussion includes highlighting key policy areas, such as population and employment
growth, economic development and fiscal health strategies, and anticipated infrastructure
needs.
Key Policy Discussion Items
A. General Plan Population and Employment Growth Projections
• The City’s current (2022) population is 29,857 and the forecasted population for
the planning period (through 2045) is 37,937. (The current General Plan projected
our population would grow to 36,000 by 2025)
• The City’s current total employment (2022) is 8,805 jobs. This results in a
jobs/housing balance ratio of 0.84.
• Anticipated employment in 2045 is 14,142. This will result in a change to the
jobs/housing ratio to 0.91 (up from the current 0.72)
Page 38 of 112
ITEM NUMBER: C-1
DATE: 03/26/24
These assumptions are based on land capacity, ability to expand infrastructure, and the
anticipated growth rates for both residential and commercial sectors based on multiple
factors. Historically, Atascadero has grown at an average rate of 1 to 2% per year with
much larger population gains in the 1970s and again in the early 2000s. As these
population numbers are used to make assumptions about anticipated infrastructure and
service needs, the population growth expressed above provides a growth rate of roughly
1.3% over the planning period, allowing for conservative infrastructure and service needs
modeling while remaining realistic about anticipated growth based on historic and current
trends.
While there is not an optimal jobs/housing balance ratio to strive for, the City’s current
(and long-standing) jobs to housing imbalance indicates the potential to support
opportunities for nonresidential, employment-generating uses in the City, which, on a per-
service population basis, could simultaneously lead to higher net positive annual General
Fund revenues. The proposed placetypes and changes with the focus areas are designed
to help stimulate redevelopment and encourage jobs-centric businesses.
The employment numbers estimated above use regional growth modeling completed by
SLOCOG in 2017 and adjusted for 2022 known numbers. The project team further refined
these estimates to respond to the City Council’s economic development goal focused on
creating more higher wage jobs and attracting new industries to parcels/areas in
Page 39 of 112
ITEM NUMBER: C-1
DATE: 03/26/24
Atascadero that have access to infrastructure. The draft growth scenario for the emerging
plan assumes a high employment growth scenario and an aggressive approach to
attracting new business. Anticipating a slightly higher commercial growth rate will not only
assist in the focus for jobs and business attraction but can help to ensure that
infrastructure is planned to support these uses into the future with reduced barriers to
development.
Action for City Council
1. Endorse or suggest refinements to the population and employment growth
projections to inform finalization of the emerging plan and proceed with detailed
policy development and additional community outreach.
B. Updated Land Use Designations (Placetypes)
The new land use plan includes new “placetypes.” These placetypes are similar to land
use designations but also include detail on the character of the various types of uses,
such as the scale, design quality, and relationship to the street. Placetypes create more
clarity around the character of new development and help us refine the land use map. It
is important to remember that these placetypes will be further refined by zoning districts
which provide more granular distinction of use areas within each placetype. The
attachment includes images and general locations of each of the placetypes (Attachment
1).
A summary of the new land use categories/placetypes follows (refer to attached maps for
specific locations of each district):
Rural Residential (0.1-0.4 du/ac)
This designation replaces the three existing rural residential designations and
combines them into one. This designation covers most of the west side and some
east Atascadero residential sites that are not eligible for services such as
wastewater. Lot size minimums would remain as they are today from 2 to 10 acres.
Very Low Density Residential (1-4 units per acre)
This new designation is suited for areas that are within the urban services
boundary and have access to sewer and adequate road access for emergency
services. It would allow for single family properties to be ¼ to one acre in size
based on available services and infrastructure. This would replace the City’s
existing RSF zones, (X, Y, and Z), which currently have ½ to one acre lot sizes
and allowances for 4 units per acre with a PD overlay zone. This district would
apply to areas near Atascadero Avenue south of Hwy 41 and some of the
neighborhoods east of Hwy 101 and El Camino. Some areas within this district
may not currently have access to sewer and would remain as larger parcels
through a more specific zoning district within this placetype.
Low Density Residential (5-12 units per acre)
This new designation would be similar in density to our current medium density
multi-family designation which currently allows up to 10 units per acre but would
be designed to support small lot single family developments, courtyard apartments,
duplexes and triplexes, and townhomes in areas closer to services, El Camino
Page 40 of 112
ITEM NUMBER: C-1
DATE: 03/26/24
Real, and Hwy 101. This would serve as a transition zone between single-family
neighborhoods and higher-density mixed use areas. Smaller lots of any size or
shape would be allowed subject to objective development standards.
Medium Density Residential (13-24 units per acre)
This new designation would be similar to our existing high-density multifamily
designation and serves as a transition between low- and high-density multifamily
areas. Development within these neighborhoods is envisioned to include attached
townhome style development, and medium scale apartments. Smaller lots of any
size or shape would be allowed subject to objective development standards.
High Density Residential (25-36 units per acre)
This new designation would be the highest density multifamily zone designed to
accommodate multi-story, multifamily development such as apartments. Dense
smaller lots of any size or shape would be allowed subject to objective design
standards, otherwise the standard minimum lot size would be one half acre.
Mixed Use (20-36 units per acre)
The City’s current General Plan has a mixed-use designation; however, it was not
put into action on the City’s adopted zoning map and specific development
standards were never created. Instead, mixed use is allowed within the existing
General Commercial designation when all residential units are above the ground
floor. This new designation would strategically allow both residential and
commercial uses and would allow some ground floor residential subject to
objective standards in certain pre-determined zoning districts. Standards for
vertical mixed-use and horizontal mixed-use could be developed and differentiated
by zoning district. Areas along Morro Road and some locations outside of the prime
commercial districts would be suitable for a mixed-use designation.
Downtown Mixed Use (20-45 du/ac)
The downtown already allows for mixed use. This designation would increase the
allowed residential density, while continuing to limit residential uses to the second
floor or above. Specific density standards are yet to be developed and would be
based on unit size, location, and other objective standards. Current residential
density downtown is 24 units per acre.
Commercial
This designation is similar to the General Commercial designation on the current
general plan map. It can accommodate large retail, service commercial uses, and
smaller neighborhood commercial areas. It can be further refined through zoning
to allow for differentiation between commercial areas.
Community Recreation
This new designation is designed to accommodate privately owned sites that
support indoor and outdoor recreational uses such as ball courts, go kart tracks,
putting ranges, small sports fields, mini golf, and related uses that support private
enterprise, as well as community focused uses such as churches and childcare
centers.
Page 41 of 112
ITEM NUMBER: C-1
DATE: 03/26/24
Innovation/Flex
This new designation refines the existing Commercial Park Zone and responds to
the future by setting up areas that can support head of household jobs and
prioritize economic development supporting land uses while reducing outdoor
storage and underutilization. This designation is envisioned to encourage flexible
spaces that increase economic viability and foster synergy with a mix of business
and pedestrian uses. The primary area for this designation fronts Hwy 101 at El
Camino Real and along Ramona Road.
Industrial
Similar to the existing Industrial zones now in place along Traffic Way and
Sycamore, this district would reflect the highest intensity land uses that
accommodate manufacturing and industrial land uses with an emphasis on indoor
and some outdoor land uses. Refined zoning standards will outline land uses and
property development standards and will be used to filter uses appropriate to
Atascadero’s character and land use needs.
Conservation/Parks/Open Space
Similar to current designations, this would accommodate both formal parks, and
natural trail areas such as Pine Mountain and Three Bridges. Zoning would
implement specific mapped areas and allowed uses of each, allowing
differentiation between more active and passive use areas.
Public/Quasi Public
Somewhat refined from today’s public district, this designation would solely be for
publicly owned and utilized land such as a fire station, police station, City Hall,
schools, and related utility infrastructure such as water and wastewater treatment
facilities.
Actions for City Council
1. Provide direction to staff and the consultant team on the proposed land use
designations (placetypes). See attachments for general locations and image
examples.
C. Applicant Requested Amendments
City staff received 22 written requests to amend the General Plan designations of private
properties prior to the last City Council meeting where focus areas and amendment
requests were discussed. Following additional outreach, two more requests were
submitted bringing to the total to 24. During the August 2023 City Council meeting, staff
was directed to incorporate individual requests where neighborhood transitions were
maintained and where sewer and essential infrastructure was present. The proposed map
includes some of the requests where the requested change aligns with community goals
and can be accommodated with existing or planned infrastructure.
Page 42 of 112
ITEM NUMBER: C-1
DATE: 03/26/24
The following provides a summary of received requests and whether such requests were
accommodated within the emerging plan. The last column provides the proposed re-
designation with brief notes. Some requests were incorporated as requested, some
cannot be incorporated due to infrastructure deficiencies, and some are proposed to be
incorporated as different designations than were requested by owners.
Incorporated on draft map Incorporated on draft map, but
different than property owner
request
Not incorporated on draft map
Address Applicant Current
map
Request Sewer? Focus
Area?
In Emerging plan?
1 3105 El
Camino
Real
Knoph Residential
Suburban
RMF or
Mixed-Use
Yes 3 Yes – Medium
Density Residential
2 5655
Capistrano
Ave
Knoph Medium
Density
Multi-
Family
High-
Density
Multi-
Family
Yes 6 Changed to low
density multi-family
3 2425 El
Camino
Real
Cal Coastal Residential
Suburban
High
Density
Multi-
Family
Possible
with
Extension
3 Changed to low
density multi-family
4 11450
Viejo
Camino
11505 El
Camino
Real
Newton Public High
Density
Multi-
Family
Yes 10 changed to
Community
Recreation
5 2400
Ramona
Rd
Cagnina /
Finnocchiaro
Public Commercial Possible
with
Extension
1 Yes – Changed to
Commercial/Flex
6 10080
Atascadero
Ave
Cleveland Residential
Suburban
½ acre lot
Single-
Family
Yes No Yes – Changed to
very low density ½
acre
7 5205
Carrizo
Hawkins Residential
Suburban
½ acre lot
Single-
Family
Possible
with
Extension
No No – no sewer
available
8 5255
Carrizo
Hawkins Residential
Suburban
½ acre lot
Single-
Family
Possible
with
Extension
No No – no sewer
available
9 3995
Monterey
Rd @ San
Anselmo
Hawkins 1.5-2.5 acre
Single-
Family
Commercial Yes 4 No – environmental
constraints
Page 43 of 112
ITEM NUMBER: C-1
DATE: 03/26/24
10 8559 Santa
Rosa
Armet 1 acre
Single-
Family
½ acre lot
Single-
Family
Yes No Yes-Redesignated
very low density
single-family
11 8496 Santa
Rosa
Villa 1 acre
Single-
Family
Increased
density
Yes No Yes-Redesignated
very low density
single-family
12 8011-8045
Curbaril
Zappas Commercial High
density
Multi-
Family
Yes 7 Designated Mixed-
Use –ground floor
residential to be
determined by future
zoning
13 7900
Portola
Jenne Commercial Residential Yes 7 Designated Mixed-
Use – development
ground floor
residential to be
determined by future
zoning
14 3200 Silla
Rd
Trupe Residential
Suburban
Increased
residential
density
Possible
with
Extension
3 Yes - Designated
medium density
residential
15 9900 Santa
Lucia
Stark /
Armstrong
Residential
Suburban
1.5-2.5 acre
Single-
Family
No No No – no sewer
available
16 5705
Olmeda
Family Care
Network
Medium
Density
Multi-
Family
High
Density
Multi-
Family
Yes - 6 Yes – Designated
medium density
residential (24
units/acre)
17 9040-9050
Ramage Dr
Gouff /
Sedley
1.5-2.5 acre
Single-
Family
½ or 1 acre
lot Single-
Family
No No No – no sewer
available
18 2555 El
Camino
Real
Laughlin Residential
Suburban
High
Density
Multi-
Family
Possible
with
Extension
(anticipated
with Del
Rio
Specific
Plan)
3 Yes – changed to
medium density
multi-family (24
units/acre)
19 7775 and
7725
Gabarda
Rd
Shannon Residential
Suburban
Higher
density
No No No – no sewer
available
20 2450 /
2470 El
Camino
Real
Morrison Commercial
Park
Allowance
for Mixed-
Use
Yes 2a Yes – changed to
mixed-use
designation
Page 44 of 112
ITEM NUMBER: C-1
DATE: 03/26/24
21 7275
Portola
Athey Single-
family (1.5 -
2.5 acres)
½ or 1 acre
lot Single-
Family
No No No – no sewer
available
22 11750
Viejo
Camino
Public High
Density
Multi-
Family
Yes 10 Changed to
community
recreation
23 11920
Viejo
Camino
Dove Creek
Church
Public Multi-
Family
Yes 10 Changed to medium
density multi-family
(24 units/acre)
24 8005 San
Gabriel Rd
Smith –
Hope ELCA
Residential
Suburban
Multi-
Family
Yes No No – surrounded by
rural area – SB4
potential path
forward
General Plan Update Alternative
The Preferred Alternative or “Emerging Land Use Plan” includes a combination of new
and refined land uses and updated land use designations (“Placetypes”). The next step
will involve developing refined general plan descriptions, a refined circulation plan, and
policies to accompany the map and provide the community with a roadmap for the vision
of Atascadero into the future. Following Council direction, the consultant team and staff
will prepare the draft 2045 General Plan document (under Phase 4: A Plan for Atascadero
2045), which will then become the basis of an additional significant outreach opportunity
during phases four and five (Final Plan and Environmental Review).
Anticipated process milestones for Phase 4 and 5 include:
1. EIR Notice of Preparation (Spring 2024)
Once the draft map has been finalized, the City can begin work on the
Environmental Impact Report. This will include refining the project description and
holding a scoping meeting to outline the scope of the EIR.
2. Draft General Plan (Summer – Fall 2024)
With the draft map complete, staff and the consultant will refine existing and draft
new policies for inclusion in the document.
3. Draft Environmental Impact Report (Summer – Fall 2024)
The early stages of the EIR will begin once Council has selected the emerging plan.
4. Community Engagement Series #3 (Fall 2024)
With the draft document in hand, and the draft map solidified, additional outreach,
study sessions, a Staff Technical Advisory Committee Meeting, and other
discussions will be crucial to finalize the draft plan.
5. The Grand Finale
The culmination of the update will be City Council adoption of the new General
Plan and certification of the EIR. We hope to be at the finish line by the end of
2024. Following EIR certification and plan adoption, we will need to move
immediately into preparing a new zoning ordinance and zoning map that
corresponds to the new General Plan (2025).
Page 45 of 112
ITEM NUMBER: C-1
DATE: 03/26/24
Conclusion:
Staff is seeking input and direction from the Council on the key policy questions (Council
Action Items) outlined in this report and summarized as follows:
1. Provide input on draft population and employment growth projections.
2. Endorse draft land use emerging preferred land use alternative map.
Feedback on these items will be used to further refine the policy options and alternatives
currently being developed. Ultimately, the Preferred Alternative will form the basis of the
new General Plan.
ALTERNATIVES:
Council may direct staff to modify draft materials or include additional analysis in the
General Plan Alternatives process. Council should keep in mind that substantial changes
to the process at this juncture may impact the budget and timeframe of the project.
ATTACHMENTS:
1. Presentation including placetypes and focus areas.
AGPU Existing Conditions Reports available online at:
www.atascadero2045.org/documents
Page 46 of 112
“BIG MOVES”
CREATE A MIX OF
HOUSING TYPES
A
ATTRACT NEW
INDUSTRIES AND HIGHER WAGE JOBS
B
IMPROVE MOBILITY,
ACCESS, AND SAFETY
C
ADDRESS PUBLIC
INFRASTRUCTURE NEEDS
D
ENSURE FISCAL
SUSTAINAIBLITY
E
The Big Moves represent key land use objectives and strategies that will help
advance the Council’s True North Statements, General Plan Vision and Guiding
Principles, and community desires . . .
ITEM NUMBER: C-1
DATE: 03/26/24
ATTACHMENT: 1
Page 47 of 112
“BIG MOVES”
CREATE A MIX OF
HOUSING TYPES
Support current and future community
needs and choices by expanding the
types, formats, and affordabilities of new
housing in Atascadero.
A Key Policy Considerations
1.Allow higher-density residential and
mixed-use projects within downtown and
along key parts of El Camino Real that are
accessible to a range of community
services, amenities, and activities.
2.Consider development incentives for
projects that provide needed workforce
housing near areas of employment.
3.Encourage incremental infill housing in
traditionally single-family areas that is in
character with the neighborhood scale
(second units, duplexes).
ITEM NUMBER: C-1
DATE: 03/26/24
ATTACHMENT: 1
Page 48 of 112
“BIG MOVES”
ATTRACT NEW INDUSTRIES
AND HIGHER WAGE JOBS
Cultivate a successful, resilient, and
diverse business environment that
supports existing and new businesses,
attracts innovative and emerging
industries, and increases higher wage
jobs in Atascadero.
B Key Policy Considerations
1.Encourage business investment within
key Focus Areas through targeted
regulatory and financial incentives (onsite
parking reductions, infrastructure
upgrades).
2.Actively market Atascadero as a business-
friendly city, and engage technology,
research and development, and similar
industries to locate in the city.
3.Provide opportunities for flexible building
uses and conversion of spaces within key
commercial and mixed-use Focus Areas.
ITEM NUMBER: C-1
DATE: 03/26/24
ATTACHMENT: 1
Page 49 of 112
“BIG MOVES”
IMPROVE MOBILITY,
ACCESS, AND SAFETY
Create and maintain a citywide
circulation network that provides safe,
efficient, and convenient mobility
choices for all people in Atascadero.
C Key Policy Considerations
1.Enhance multi-modal street design and
amenities along El Camino Real and
Morro Road within housing and
employment Focus Areas to encourage
and accommodate more walking and
biking.
2.Create a network of emergency routes for
wildfire-prone areas that provide both safe
evacuation for residents and efficient
entry for first responders.
ITEM NUMBER: C-1
DATE: 03/26/24
ATTACHMENT: 1
Page 50 of 112
“BIG MOVES”
ADDRESS PUBLIC
INFRASTRUCTURE NEEDS
Maintain adequate and efficient
backbone infrastructure to support
current and future community ,
business, and development needs in
Atascadero.
D Key Policy Considerations
1.Expand telecommunications
infrastructure and public utilities to and
within key employment Focus Areas.
2.Implement streetscape improvements
along El Camino Real and Morro Road
near major planned residential and
employment nodes to incentivize new
development.
ITEM NUMBER: C-1
DATE: 03/26/24
ATTACHMENT: 1
Page 51 of 112
“BIG MOVES”
ENSURE FISCAL
SUSTAINABILITY
Balance new public investment and
private development to maintain
sustainable and resilient fiscal resources
for the City of Atascadero.
E Key Policy Considerations
1.Prioritize public investments that have a
positive influence on long-term economic
growth, including focusing infrastructure
improvements within employment-
generating Focus Areas.
2.Use financing mechanisms that provide
for new development contributes to both
near-term investment and long-term
infrastructure maintenance.
3.Acknowledge the fiscal implications of
different land use types and the necessity
of maintaining a balanced land use mix to
mitigate fiscal vulnerabilities during
variable market cycles.
ITEM NUMBER: C-1
DATE: 03/26/24
ATTACHMENT: 1
Page 52 of 112
III. Emerging Preferred Alternative
ITEM NUMBER: C-1
DATE: 03/26/24
ATTACHMENT: 1
Page 53 of 112
EMERGING PREFERRED ALTERNATIVE | Overview
Citywide DiagramPlacetypes Focus Areas
ITEM NUMBER: C-1
DATE: 03/26/24
ATTACHMENT: 1
Page 54 of 112
PLACETYPES
The new Placetypes are similar to land
use designations but also include
details regarding the character of the
various types of uses, such as scale,
design quality, and relationship to the
street.
ITEM NUMBER: C-1
DATE: 03/26/24
ATTACHMENT: 1
Page 55 of 112
RURAL RESIDENTIAL
0.1 - 0.4 du/ac
One home on a lot one acre or larger in size, depending on slope conditions
VERY LOW DENSITY RESIDENTIAL
1 - 4 du/ac
One home on a lot generally less than one acre in size
PLACETYPES
ITEM NUMBER: C-1
DATE: 03/26/24
ATTACHMENT: 1
Page 56 of 112
LOW DENSITY RESIDENTIAL
5 - 12 du/ac
Detached and attached single-unit homes, duplexes, triplexes, fourplexes, and cottage courts
MEDIUM DENSITY RESIDENTIAL
13 - 24 du/ac
Cottage clusters, duplexes, triplexes, fourplexes, and townhomes
PLACETYPES
ITEM NUMBER: C-1
DATE: 03/26/24
ATTACHMENT: 1
Page 57 of 112
HIGH DENSITY RESIDENTIAL
25 - 36 du/ac
Apartments and condominiums
PLACETYPES
ITEM NUMBER: C-1
DATE: 03/26/24
ATTACHMENT: 1
Page 58 of 112
Mixed USE
20 -36 du/ac | 1.0 FAR max
Combined commercial and residential uses within a project site
DOWNTOWN MIXED USE
20 -45 du/ac | 3.0 FAR max
Mix of civic, dining, shopping, recreation, residential, and other
pedestrian oriented uses
PLACETYPES
ITEM NUMBER: C-1
DATE: 03/26/24
ATTACHMENT: 1
Page 59 of 112
COMMERCIAL
0.6 FAR max
Retail stores, offices, restaurants, entertainment, service uses
COMMUNITY RECREATION
0.3 FAR max
Privately developed and managed recreation and community-
serving uses
PLACETYPES
ITEM NUMBER: C-1
DATE: 03/26/24
ATTACHMENT: 1
Page 60 of 112
INNOVATION/FLEX
0.6 FAR max
R&D, light manufacturing, creative industries, and dining
INDUSTRIAL
0.8 FAR max
Manufacturing, materials processing, assembly, and equipment
and more intensive service uses than other commercial areas
PLACETYPES
ITEM NUMBER: C-1
DATE: 03/26/24
ATTACHMENT: 1
Page 61 of 112
CONSERVATION/PARKS/OPEN SPACE
Parks and recreation and community-serving uses, habitat preserves, rivers and creeks, other protected lands
PUBLIC/QUASI PUBLIC
0.8 FAR max
Government facilities, public schools, and private utilities
PLACETYPES
ITEM NUMBER: C-1
DATE: 03/26/24
ATTACHMENT: 1
Page 62 of 112
2045 CITYWIDE DIAGRAM | Methodology
§True North
Statements
§2045 General Plan
Vision and Guiding
Principles
§Placetypes and Focus
Area discussions
§Pop-Up Events
§Community Open
House
§Online Survey
§Developer Focus Group Meetings
§High School Student Projects
§Property owner General Plan
Amendment requests
(22 applications)
City Council
Direction
Community Ideas
and Feedback
§Pending or known future projects
§Vacant and underutilized parcel analysis
§Physical constraints (topography, sensitive habitats, flooding, limited access, etc.)
§Infrastructure capacity and relative ease to expand or
upgrade
Capacity
Analysis
§Evaluation of historic growth trends for Atascadero, SLO County, and the
broader Central Coast
region
§Analysis of realistic
employment growth
forecasts based on
current and
anticipated future
market conditions
§Council priorities
(higher wage jobs,
future jobs/housing balance, etc.)
Growth
Forecasting
ITEM NUMBER: C-1
DATE: 03/26/24
ATTACHMENT: 1
Page 63 of 112
ITEM NUMBER: C-1
DATE: 03/26/24
ATTACHMENT: 1
Page 64 of 112
ITEM NUMBER: C-1
DATE: 03/26/24
ATTACHMENT: 1
Page 65 of 112
FOCUS AREAS
The Focus Areas represent primary
opportunity areas for new buildings,
uses, activities, and investments based on
Council, Commission, STAC, and
community input.
Each Focus Area is envisioned to have a
distinctive set of land uses, community
amenities, and other features.
ITEM NUMBER: C-1
DATE: 03/26/24
ATTACHMENT: 1
Page 66 of 112
FOCUS AREAS
The Focus Areas were identified based
on several factors:
§Areas that support the growth and
community design objectives outlined in the
Vision Statement and Guiding Principles
§Areas currently designated for commercial,
office, mixed use, or industrial uses
§Areas along major corridors and near Highway
101 that have good access to local and regional
road networks, pedestrian and bicycle
amenities, and civic destinations
§Areas that have infrastructure available to
support new and more intensive commercial
and residential development
§Areas that have the potential to become more walkable and economically viable as
new and more intensive development occurs
ITEM NUMBER: C-1
DATE: 03/26/24
ATTACHMENT: 1
Page 67 of 112
A. Ramona Road Focus Area
Key New Concepts and Changes
Ø Create a light industrial and business park
zone from the Public District that abuts
Ramona Road and Highway 101 south of Del Rio Road.
0 500
340
0
100
200
300
400
500
Dwelling Units Jobs
Dwelling Units
and Jobs
Existing (2022)Added (by 2045)
2024 2045
ITEM NUMBER: C-1
DATE: 03/26/24
ATTACHMENT: 1
Page 68 of 112
B. Del Rio Focus Area
Key New Concepts and Changes
Ø Designate retail and tourist-serving uses at
the Del Rio Road/El Camino Real intersection.
Ø Expand light industrial uses along El Camino
Real on smaller parcels fronting Highway 101.
0
430
130
605
0
200
400
600
800
1000
1200
Dwelling Units Jobs
Dwelling Units
and Jobs
Existing (2022)Added (by 2045)
20452024
ITEM NUMBER: C-1
DATE: 03/26/24
ATTACHMENT: 1
Page 69 of 112
C. San Benito Focus Area
Key New Concepts and Changes
Ø Explore opportunities for higher density
housing and cottage-court type
development east of El Camino Real.
Ø Create a transition in density of development
on large parcels moving back from El Camino
Real.
80 0
445
00
100
200
300
400
500
600
Dwelling Units Jobs
Dwelling Units
and Jobs
Existing (2022)Added (by 2045)
20452024
ITEM NUMBER: C-1
DATE: 03/26/24
ATTACHMENT: 1
Page 70 of 112
D. San Anselmo Focus Area
Key New Concepts and Changes
Ø Create a research & development area along
El Camino Real on parcels fronting Highway
101.
Ø Allow additional higher density residential
and mixed-use opportunities on the east
side of El Camino Real. 5
615320
980
0
500
1000
1500
2000
Dwelling Units Jobs
Dwelling Units
and Jobs
Existing (2022)Added (by 2045)
Ø Refine land uses to focus on job growth and
clarify circulation patterns on the west side of
Highway 101.
20452024
ITEM NUMBER: C-1
DATE: 03/26/24
ATTACHMENT: 1
Page 71 of 112
E. Traffic Way / Sycamore Road Focus Area
Key New Concepts and Changes
Ø Transition away from heavy industrial and
storage uses in favor of light industrial and
research & development uses.
Ø Create a business park character where
industrial zones consider adjacent residential
areas (and create buffers/transitions).0
175
0
175
0
100
200
300
400
Dwelling Units Jobs
Dwelling Units
and Jobs
Existing (2022)Added (by 2045)
Ø Consider expanding the light industrial area
south along Sycamore Road.
20452024
ITEM NUMBER: C-1
DATE: 03/26/24
ATTACHMENT: 1
Page 72 of 112
F. Downtown Core Focus Area
Key New Concepts and Changes
Ø Expand restaurants, community retail, and
larger mixed-use projects to contribute
vitality to the City’s core.
Ø Incentivize non-retail businesses in
Downtown to relocate to the Highway 41
corridor. 409 1,185490
2,170
0
1000
2000
3000
4000
Dwelling Units Jobs
Dwelling Units
and Jobs
Existing (2022)Added (by 2045)
Ø Support infill multi-family and missing
middle development in surrounding
neighborhoods where sewer service is available.
20452024
ITEM NUMBER: C-1
DATE: 03/26/24
ATTACHMENT: 1
Page 73 of 112
G. Infill Flex Focus Area
Key New Concepts and Changes
Ø Establish a flexible land use pattern on
shallow lots on the east side of El Camino
Real (between San Jacinto and Rosario and between the Vons center and Curbaril) that
can accommodate both high density residential and commercial uses. 20
805
255
0
0
200
400
600
800
1000
Dwelling Units Jobs
Dwelling Units
and Jobs
Existing (2022)Added (by 2045)
Ø Encourage infill residential development at
mid-block locations along El Camino Real.
Ø Encourage focused commercial at major
intersections and key nodes.
20452024
ITEM NUMBER: C-1
DATE: 03/26/24
ATTACHMENT: 1
Page 74 of 112
H. Morro Road Focus Area
Key New Concepts and Changes
Ø Create a new professional office, retail, and
employment area focused on (but not limited to)
the medical industry, including research & development uses.
Ø Support higher density multi-family and missing
middle infill housing in the neighborhood north of Highway 41 to Atascadero Creek.
710 890
670 0
0
500
1000
1500
Dwelling Units Jobs
Dwelling Units
and Jobs
Existing (2022)Added (by 2045)
20452024
ITEM NUMBER: C-1
DATE: 03/26/24
ATTACHMENT: 1
Page 75 of 112
I. Triangle Neighborhood Focus Area
Key New Concepts and Changes
Ø Support multi-family infill housing, including
missing middle and small-lot subdivisions in
the neighborhood bordered by Highway 41, Portola Road, and Highway 101. 740
25
400
250
200
400
600
800
1000
1200
Dwelling Units Jobs
Dwelling Units
and Jobs
Existing (2022)Added (by 2045)
20452024
ITEM NUMBER: C-1
DATE: 03/26/24
ATTACHMENT: 1
Page 76 of 112
J. South Atascadero Commercial Focus Area
Key New Concepts and Changes
Ø Create a light industrial and business park
zone south of the Curbaril Avenue and El
Camino Real commercial node.
20
615
55
115
0
200
400
600
800
Dwelling Units Jobs
Dwelling Units
and Jobs
Existing (2022)Added (by 2045)
20452024
ITEM NUMBER: C-1
DATE: 03/26/24
ATTACHMENT: 1
Page 77 of 112
K. South Gateway Focus Area
Key New Concepts and Changes
Ø Create a gateway area that includes multi-family
and mixed-use, but likely at a lower scale due to
infrastructure and flooding constraints.
Ø Consider clustering/density transfer to avoid flood-
prone areas. Look at the intersection of Santa Barbara
Rd and El Camino Real to determine best gateway uses.
5
65
160
90
0
50
100
150
200
Dwelling Units Jobs
Dwelling Units
and Jobs
Existing (2022)Added (by 2045)
20452024
ITEM NUMBER: C-1
DATE: 03/26/24
ATTACHMENT: 1
Page 78 of 112
2045 GENERAL PLAN GROWTH FORECASTS
Residential
(Dwelling Units)
General Plan Horizon(2045)
Rural Residential 5,264
Very Low Density Residential 1,513
Low Density Residential 1,932
Medium Density Residential 2,230
High Density Residential 2,183
Mixed Use 1,923
Downtown Mixed Use 567
Total 15,612
Sources
City of Atascadero GIS (2023), SLO County Accessor (2022), Urban Footprint (2024), California DOF (2023), EPS (2024), and MIG (2024).
Notes
1.Existing land use represents what is currently “on the ground” in 2022. It is based on a combination of County Accessor information, data from UrbanFootprint, and review of recent aerials.
2.Population estimates assume a 2.43 person per household ratio, based on demographic trends.
Existing(2022)
General Plan Horizon
(2045)
0.72 0.91
Jobs/Housing Ratio
Non-Residential
(Jobs)
General Plan Horizon(2045)
Mixed Use 2,340
Downtown Mixed Use 3,201
Commercial 3,765
Innovation/Flex 2,018
Industrial 193
Community Recreation 79
Public/Quasi-Public 2,546
Total 14,142
Residential(Dwelling Units)Existing1
(2022)
Single-family 9,231
Multifamily 3,056
Total 12,287
Non-Residential
(Jobs)
Existing1
(2022)
Commercial 5,438
Industrial 419
Civic/Institutional 2,936
Other 8
Total 8,805
Dwelling Units
2022 vs. 2045
Jobs
2022 vs. 2045
Existing(2022)
GPHorizon
(2045)
Net Change
(2022-2045)
Dwelling
Units 12,287 15,612 +3,325
Population2 29,857 37,937 +8,080
Jobs 8,805 14,142 +5,337
Forecasted Growth Summary
ITEM NUMBER: C-1
DATE: 03/26/24
ATTACHMENT: 1
Page 79 of 112
ITEM NUMBER: C-2
DATE: 03/26/24
Atascadero City Council
Staff Report – Community Development Department
General Plan & Housing Element
Annual Progress Report 2023
(CPP 24-0020)
RECOMMENDATION:
Council review and accept the Annual General Plan and Housing Element Progress
Reports for 2023.
DISCUSSION:
Background
The State of California requires cities to file an Annual General Plan Progress Report to the
Office of Planning and Research (OPR) and a Housing Element Annual Progress Report
(APR) to the Department of Housing and Community Development (HCD). The purpose
of this report is to monitor the City’s implementation of the City’s General Plan policies,
particularly policy implementation that involves the production of housing. A copy of the
Annual General Plan and Housing Element Progress reports are attached for reference.
Analysis
The primary purpose of the annual progress report is to monitor the implementation of the
City’s General Plan Housing Element and progress toward meeting the City’s Regional
Housing Needs Allocation (RHNA). These regional housing allocations are required to be
used by the City when updating the Housing Element. They are the basis for assuring
that adequate sites are zoned and available to accommodate the minimum number of
units allocated to Atascadero. These housing allocation numbers are not housing unit
quotas that the City must achieve, but instead are housing targets that the City must plan
for through targeted zoning, site identification, and reduction of obstacles to development.
State Housing Element law requires that each City and County identify and analyze
existing and projected housing needs within their jurisdictions, and prepare goals,
policies, programs, and quantified objectives to further the development, improvement,
and preservation of housing.
The San Luis Obispo Council of Governments (SLOCOG) provides each City in our
County with a specific allocation of additional housing units that must be accommodated
in each jurisdiction’s land use plan. SLOCOG has completed the Regional Housing
Needs Allocation (RHNA) and 843 total units have been allocated to the City of
Atascadero for this RHNA cycle (2020-2028). Attachment 1 includes the relevant tables
and data the City will be submitting to HCD. Note that the APR report format is catered
to larger jurisdictions and Atascadero does not have relevant data, such as housing
element rezoning or commercial density bonus implementation, to fill out the entirety of
Page 80 of 112
ITEM NUMBER: C-2
DATE: 03/26/24
the tables in the report; therefore, only relevant tabs are included in the attachment. The
full submittal is available for review by contacting the Planning Department.
One substantial component for this RHNA cycle is that the City can include Accessory
Dwelling Units (ADUs) in our RHNA allocation. However, the City does not require deed
restrictions on ADUs to ensure long-term affordability. Instead, the City assumes the
affordability is built in due to the design of an ADU and the fact that it shares a property
with a primary residence. This is supported by the State’s justification for the adoption
and expansion of ADU laws as well as a countywide study completed in 2020 which
shows the affordability of ADUs in the moderate to low range.
In 2023, the City issued permits to construct 115 new residential units. These include:
• 67 deed-restricted low-income units.
• 8 deed-restricted moderate-income units.
• 24 new ADUs with 12 qualifying as low-income units, and 12 as moderately
affordable units.
• 9 units that qualify as affordable-by-design to moderate-income
households based on size and product type.
• The remainder of the units (8) are considered above moderate, or “market
rate” units.
ADUs are included in our RHNA based on a regional rent study completed by SLO County
in 2020. The study allows local jurisdictions to count 50% of ADUs as low-income and the
other 50% as moderate-income. 12 of the issued moderate-income units and 12 of the
completed moderate-income units are accessory dwelling units allowed per the regional
rental study. The remaining are considered affordable by design based on State laws
passed related to housing affordability and infill development (SB 9 in particular).
Ext/Very
Low
Low Mod Mkt rate TOTAL
2020 5 4 36 45
2021 3 13 54 66 136
2022 11 29 13 53
2023 79 28 8 115
RHNA 207 131 151 354 843
2019 -2020 credits 5 4 36 45
Remaining Balance 204 18 32 195 449
Page 81 of 112
ITEM NUMBER: C-2
DATE: 03/26/24
Based on the City’s recently adopted Housing Element land inventory, there is sufficient
land to continue to meet the 6th Cycle RHNA allocation, even with the recent development
of identified sites that did not develop at the low-income target rate. Newly adopted State
laws require that cities now monitor the development of all sites identified to meet RHNA
goals and take proactive action to rezone properties as needed should those identified sites
not develop at full density or provide the number of affordable units anticipated by the
Housing Element.
2023 Permits in the Pipeline
There are several existing approved multifamily residential entitlements and permits that
have been issued in 2023 that will add to the City’s housing stock as these projects move
forward. Notable projects include:
Project Name Address Housing
Type
Number of
Units
(remaining
Entitlement)
Number of
Units
(Construction
or complete)
Number of
affordable or
accessible
units
Grand Oaks
Micro-
Community
4711 El
Camino Real
Detached
Single-Family
/ Live-work
4 10 complete, 16
under
construction
3 deed-
restricted, 27
affordable by
design
(moderate)
Emerald Court 2505 El
Camino Real
Residential
Multifamily
11 Construction
expected to
begin mid-2024
1 very low
Emerald Ridge 2605 El
Camino Real
Residential
Multifamily
172
36 complete,
phase 2
expected to
begin in early
2025
0
Curbaril
Mixed-Use
8045
Curbaril
Avenue
Residential
Multifamily
53 units 53 low
Del Rio
Ridge/People’s
Self-Help
Housing
2455 El
Camino Real
Residential
Multifamily
42 units 42 very low
and low
Ten850 10850 El
Camino Real
Attached
single-family /
multi-family
75 units (under
construction)
15 (potential
for more as
affordable by
design -
moderate)
California
Manor II
10165 El
Camino Real
Apartment 76 units (under
construction)
75 deed-
restricted (67-
low, 8 -
moderate), 1-
moderate
manager unit
La Moda
Downtown
Mixed-Use
5730 El
Camino Real
Residential
Multifamily
9 1 deed-
restricted (1 –
very low)
Page 82 of 112
ITEM NUMBER: C-2
DATE: 03/26/24
These projects are expected to result in approximately 442 units that will be completed or
under construction by the end of 2024 with additional entitlements remaining for Emerald
Ridge into 2025.
2023 Planning Division Applications & Entitlements
The attached 2023 Annual General Plan Report highlights the residential and commercial
applications and entitlements that were processed last year. Provided below are a few
highlights that support the City’s RHNA goals.
The Planning Division Highlights
• 65 applications in process in 2023.
• Affordable Housing Development Impact Fee Deferral Ordinance.
• CEQA/Development Process Streamlining.
• Objective Design Standards/Small-lot Subdivision Standards.
• Paseo Paloma (People’s Self-Help Housing) – 72-unit affordable multifamily
housing on Atascadero State Hospital Surplus Land (El Camino Real and
Musselman Drive).
The Building Division Highlights
• 72 new Junior ADU, ADU, single-family, and multifamily residential building
permits were “finaled” or completed in 2023.
• Received and processed 2,205 building permit applications (up from 2,106 in
2022 and a record year).
• In 2023, City inspectors made 1,667 construction and safety-related
inspections associated with building permit activity.
• The Building Division “finaled” or completed 1,303 building permits (up from
1,279 in 2022 and a record year).
FISCAL IMPACT:
None.
ATTACHMENTS:
1. 2023 HCD Annual Progress Report
2. 2023 Annual General Plan Progress Report
Page 83 of 112
Jurisdiction Atascadero
Reporting Year 2023
Housing Element Planning Period 6th Cycle
Current Year
Deed Restricted 0Non-Deed
Restricted 0
Deed Restricted 67
Non-Deed Restricted 12
Deed Restricted 8
Non-Deed
Restricted 20
8
115
Units by Structure Type Entitled Permitted Completed
Single-family Attached 0 0 0
Single-family Detached 0 15 1
2 to 4 units per structure 0 0 0
5+ units per structure 76 76 0
Accessory Dwelling Unit 0 24 6
Mobile/Manufactured Home 0 0 0
Total 76 115 7
Infill Housing Developments and Infill Units Permitted # of Projects Units
32 107
8 8
12
168
93
0
0
0
(Jan. 1 - Dec. 31)
01/01/2021 - 12/31/2028
Number of SB 35 Streamlining Applications Approved
Very Low
Low
Moderate
Total Housing Applications Submitted:
Number of Proposed Units in All Applications Received:
Total Housing Units Approved:
Total Housing Units Disapproved:
Total Units
Housing Applications Summary
Use of SB 35 Streamlining Provisions - Applications
Note: Units serving extremely low-income households are included in the very low-income permitted units totals
Number of SB 35 Streamlining Applications
Above Moderate
Indicated as Infill
Not Indicated as Infill
Building Permits Issued by Affordability Summary
Income Level
ITEM NUMBER: C-2
DATE: 03/26/24
ATTACHMENT: 1
Page 84 of 112
Income Rental Ownership Total
Very Low 0 0 0
Low 0 0 0
Moderate 0 0 0
Above Moderate 0 0 0
Total 0 0 0
Streamlining Provisions Used - Permitted Units # of Projects Units
SB 9 (2021) - Duplex in SF Zone 0 0
SB 9 (2021) - Residential Lot Split 0 0
AB 2011 (2022)0 0
SB 6 (2022)0 0
SB 35 (2017)0 0
Ministerial and Discretionary Applications # of Applications Units
Ministerial 5 89
Discretionary 7 79
Density Bonus Applications and Units Permitted
Number of Applications Submitted Requesting a Density Bonus 2
Number of Units in Applications Submitted Requesting a Density Bonus 81
Number of Projects Permitted with a Density Bonus 0
Number of Units in Projects Permitted with a Density Bonus 0
Housing Element Programs Implemented and Sites Rezoned Count
40
0
Programs Implemented
Sites Rezoned to Accommodate the RHNA
Units Constructed - SB 35 Streamlining Permits
ITEM NUMBER: C-2
DATE: 03/26/24
ATTACHMENT: 1
Page 85 of 112
Jurisdiction Atascadero ANNUAL ELEMENT PROGRESS REPORT Note: "+" indicates an optional field
Reporting Year 2023 (Jan. 1 - Dec. 31)Housing Element Implementation
Planning Period 6th Cycle 01/01/2021 - 12/31/2028
Date Application Submitted
Total Approved Units by Project
Total Disapproved Units by Project
Streamlining Application Status Project Type Notes
2 3 4 6 7 8 9 11 12 13
Prior APN+Current APN Street Address Project Name+Local Jurisdiction Tracking ID
Unit Category(SFA,SFD,2 to 4,5+,ADU,MH)
Tenure
R=RenterO=Owner
Date Application Submitted(see instructions)
Very Low-Income Deed Restricted
Very Low-Income Non Deed Restricted
Low-Income Deed Restricted
Low-Income Non Deed Restricted
Moderate-Income Deed Restricted
Moderate- Income Non Deed Restricted
AboveModerate-Income
Total PROPOSED Units by Project
Total APPROVED Units by project
Total DISAPPROVED Units by Project
Please select streamlining provision/s the application was submitted pursuant to.
Did the housing development application seek incentives or concessions pursuant to Government Code section 65915?
Were incentives or concessions reqested pursuant to Government Code section 65915 approved?
Please indicate the status of the application.
Is the project considered a ministerial project or discretionary project?
Notes+
Summary Row: Start Data Entry Below 1 1 74 1 0 83 8 168 93 0056-162-048 10200 West Front Rd Mannon Residence #2 DEV23-0017
SFD R
1/20/2023
0 0 0 1 0 0 1 2 2 0 NONE No No Approved DiscretionaryNew SFD and ADU located outside the recorded buildi055-161-031 10890 Vista Rd Ward Residence DEV23-0047 SFD O 5/8/2023 0 0 0 0 0 0 1 1 1 0 NONE No No Approved DiscretionaryDevelopment on slopes exceeding 20%030-251-022 5205 Venado Ave Riddle Residence DEV23-0087
SFD O
7/13/2023
0 0 0 0 0 1 0 1 0 0 NONE No No Pending DiscretionaryDevelopment on slopes exceeding 20%045-331-014 11600 El Camino Real
Dove Creek Commercial Mixed Use DEV23-0079
5+ O
8/2/2023
0 0 0 0 0 71 0 71 0 0 NONE No No Pending Discretionary
055-161-020 10835 Vista Rd Saul Residence DEV23-0100 SFD O 9/26/2023 0 0 0 0 0 0 2 2 0 0 NONE No No Pending DiscretionaryDevelopment on slopes exceeding 20%054-151-056 8165 San Gabriel Rd Cooks Residence DEV23-0101
SFD O
9/27/2023
0 0 0 0 0 0 1 1 1 0 NONE No No Approved DiscretionarySite contained sensitive habitat030-292-048 6350 Marchant Ave Marchant RMF PRE23-0049 2 to 4 R 5/12/2023 0 0 0 0 0 4 0 4 4 0 NONE No No Approved Ministerial
031-182-009 7850 Navajoa Ave Navajoa Residential Units PRE23-0084
2 to 4 R
8/14/2023
0 0 0 0 0 0 3 3 3 0 NONE No No Approved Ministerial
030-181-055 5730 El Camino Real La Moda Downtown Mixed Use PRE23-0109
5+ R
11/9/2023
1 0 2 0 0 6 0 9 9 0 NONE Yes Yes Approved Ministerial
029-253-016 5705 Olmeda Ave Residential Care Facility USE23-0072 ADU R 7/12/2023 0 1 0 0 0 0 0 1 1 0 NONE No No Approved DiscretionaryADU is a manufactured home045-461-003 10331 El Camino Real
Paseo Paloma - State Surplus Land Act Affordable Housing Project PRE23/24
5+ R
12/4/2023
72 72 72 NONE Yes Yes Pending Ministerial
State Surplus Land Act056-261-051 8388 Santa Rosa Rd SB9 Lot Split - AT 23-0009 SBDV23-0102
SFD O
9/28/2023
1 1 0 SB 9 (2021) - Residential Lot Split
No No Approved Ministerial
Table A
Cells in grey contain auto-calculation formulas
51
Project Identifier Unit Types Proposed Units - Affordability by Household Incomes Density Bonus Law Applications
10
Housing Development Applications Submitted
ITEM NUMBER: C-2
DATE: 03/26/24
ATTACHMENT: 1
Page 86 of 112
Jurisdiction Atascadero ANNUAL ELEMENT PROGRESS REPORT
Reporting Year 2023 (Jan. 1 - Dec. 31)Housing Element Implementation Cells in grey contain auto-calculation formulas
Planning Period 6th Cycle 01/01/2021 - 12/31/2028
Table A2
Streamlining Infill
Housing without Financial Assistance or Deed Restrictions Term of Affordability or Deed Restriction
2 3 5 6 8 9 11 12 13 14 15 16 17 18 19 20
Prior APN+Current APN Street Address Project Name+Local Jurisdiction Tracking ID
Unit Category (SFA,SFD,2 to 4,5+,ADU,MH)
Tenure
R=RenterO=Owner
Very Low- Income Deed Restricted
Very Low- Income Non Deed Restricted
Low- Income Deed Restricted
Low- Income Non Deed Restricted
Moderate- Income Deed Restricted
Moderate- Income Non Deed Restricted
AboveModerate-Income
EntitlementDate Approved # of Units issued Entitlements
Very Low- Income Deed Restricted
Very Low- Income Non Deed Restricted
Low- Income Deed Restricted
Low- Income Non Deed Restricted
Moderate- Income Deed Restricted
Moderate- Income Non Deed Restricted
AboveModerate-Income
Building Permits Date Issued # of Units Issued Building Permits
Very Low- Income Deed Restricted
Very Low- Income Non Deed Restricted
Low- Income Deed Restricted
Low- Income Non Deed Restricted
Moderate- Income Deed Restricted
Moderate- Income Non Deed Restricted
AboveModerate-Income
Certificates of Occupancy or other forms of readiness (see instructions) Date Issued
# of Units issued Certificates of Occupancy or other forms of readiness
How many of the units were Extremely Low Income?
Please select the streamlining provision the project was APPROVED pursuant to. (may select multiple)
Infill Units?Y/N+
Assistance Programs for Each Development(may select multiple - see instructions)
Deed Restriction Type(may select multiple - see instructions)
For units affordable without financial assistance or deed restrictions, explain how the locality determined the units were affordable(see instructions)
Term of Affordability or Deed Restriction (years) (if affordable in perpetuity enter 1000)+
Number of Demolished/Destroyed Units
Demolished or Destroyed Units
Demolished/Destroyed Units Owner or Renter
Summary Row: Start Data Entry Below 0 0 67 0 8 1 0 76 0 0 67 12 8 20 8 115 0 0 0 5 0 1 1 7 0 1
049-232-041 7315 SAN GREGORIO RD BRES22-0474
ADU R 1 1 1 2/23/2023 1 0 NONE Y
Based on 2020 ADU regional SLO County study: 50% ADUs low, 50% moderate
029-292-035 5353 OLMEDA AVE 4 BRES22-0522
ADU R 1 1 1 7/20/2023 1 0 NONE Y
Based on 2020 ADU regional SLO County study: 50% ADUs low, 50% moderate
029-292-035 5353 OLMEDA AVE 5 BRES22-0523
ADU R 1 1 1 7/20/2023 1 0 NONE Y
Based on 2020 ADU regional SLO County study: 50% ADUs low, 50% moderate
049-022-034 3023 CHICO RD BRES22-1221
ADU R 1 1 1 4/21/2023 1 1 12/28/2023 1 NONE N
Based on 2020 ADU regional SLO County study: 50% ADUs low, 50% moderate
045-381-005 9180 LA PAZ RD BRES22-1605
ADU R 1 1 1 3/17/2023 1 1 11/14/2023 1 NONE N
Based on 2020 ADU regional SLO County study: 50% ADUs low, 50% moderate
029-291-031 5654 ROSARIO AVE BRES22-1609
ADU O 1 1 1 2/24/2023 1 1 12/6/2023 1 NONE Y
Based on 2020 ADU regional SLO County study: 50% ADUs low, 50% moderate
049-164-004 3964 ROSITA AVE BRES22-1700
ADU R 1 1 1 4/12/2023 1 0 NONE Y
Based on 2020 ADU regional SLO County study: 50% ADUs low, 50% moderate
028-311-036 5352 ROSARIO AVE BRES22-1717
ADU R 1 1 1 3/17/2023 1 1 8/16/2023 1 NONE Y
Based on 2020 ADU regional SLO County study: 50% ADUs low, 50% moderate
031-141-051 7825 SAN MARCOS RD BRES22-1718
ADU R 1 1 1 3/31/2023 1 0 NONE Y
Based on 2020 ADU regional SLO County study: 50% ADUs low, 50% moderate
028-351-012 5318 CAPISTRANO AVE BRES22-1726
ADU O 1 1 1 10/4/2023 1 0 NONE Y
Based on 2020 ADU regional SLO County study: 50% ADUs low, 50% moderate
056-271-011 10070 ATASCADERO AVE BRES22-1754
ADU R 1 1 1 6/2/2023 1 1 9/21/2023 1 NONE Y
Based on 2020 ADU regional SLO County study: 50% ADUs low, 50% moderate
056-371-050 8897 SAN RAFAEL RD BRES22-1764
ADU R 1 1 1 5/12/2023 1 0 NONE Y
Based on 2020 ADU regional SLO County study: 50% ADUs low, 50% moderate
031-104-025 7740 MIRA FLORES AVE BRES22-1871
ADU R 1 1 1 5/24/2023 1 1 11/8/2023 1 NONE Y
Based on 2020 ADU regional SLO County study: 50% ADUs low, 50% moderate
056-191-033 8664 PORTOLA RD BRES22-1973
ADU R 1 1 1 8/21/2023 1 0 NONE Y
Based on 2020 ADU regional SLO County study: 50% ADUs low, 50% moderate
049-092-037 1295 GARCIA RD BRES22-1978
ADU R 1 1 1 4/28/2023 1 0 NONE N
Based on 2020 ADU regional SLO County study: 50% ADUs low, 50% moderate
031-381-069 9572 MARCHANT WAY BRES22-1983
ADU R 1 1 1 5/9/2023 1 0 NONE Y
Based on 2020 ADU regional SLO County study: 50% ADUs low, 50% moderate
056-121-030 8924 COROMAR AVE BRES22-2074
ADU R 1 1 1 6/19/2023 1 0 NONE Y
Based on 2020 ADU regional SLO County study: 50% ADUs low, 50% moderate
056-271-042 10050 ATASCADERO AVE BRES23-0027
ADU R 1 1 1 4/7/2023 1 0 NONE Y
Based on 2020 ADU regional SLO County study: 50% ADUs low, 50% moderate
049-092-037 1285 GARCIA RD BRES23-0185
ADU O 1 1 1 5/11/2023 1 0 NONE N
Based on 2020 ADU regional SLO County study: 50% ADUs low, 50% moderate
054-151-021 9775 MORRO RD BRES23-0289
ADU R 1 1 1 6/26/2023 1 0 NONE Y
Based on 2020 ADU regional SLO County study: 50% ADUs low, 50% moderate
031-071-030 6900 MARCHANT AVE BRES23-0693
ADU R 1 1 1 6/1/2023 1 0 NONE Y
Based on 2020 ADU regional SLO County study: 50% ADUs low, 50% moderate
054-212-033 9634 CARMELITA AVE BRES23-1102
ADU R 1 1 1 10/19/2023 1 0 NONE Y
Based on 2020 ADU regional SLO County study: 50% ADUs low, 50% moderate
049-033-033 3884 ORILLAS WAY BRES23-1183
ADU R 1 1 1 10/30/2023 1 0 NONE Y
Based on 2020 ADU regional SLO County study: 50% ADUs low, 50% moderate
030-352-027 7230 TECORIDA AVE BRES23-1346
ADU R 1 1 1 10/25/2023 1 0 NONE Y
Based on 2020 ADU regional SLO County study: 50% ADUs low, 50% moderate
029-271-001 5929 GRAN PASEO WAY BRES20-0856
SFD R 1 1 1 9/5/2023 1 0 NONE Y
Proposed sales price based on median price per sq.ft for similar housing units
029-271-001 5931 GRAN PASEO WAY BRES20-0857
SFD R 1 1 1 9/5/2023 1 0 NONE Y
Proposed sales price based on median price per sq.ft for similar housing units
029-271-001 5934 GRAN PASEO WAY BRES20-0858
SFD R 1 1 1 9/5/2023 1 0 NONE Y
Proposed sales price based on median price per sq.ft for similar housing units
029-271-001 5936 GRAN PASEO WAY BRES20-0859
SFD R 1 1 1 9/5/2023 1 0 NONE Y
Proposed sales price based on median price per sq.ft for similar housing units
029-271-001 5938 GRAN PASEO WAY BRES20-0860
SFD R 1 1 1 9/5/2023 1 0 NONE Y
Proposed sales price based on median price per sq.ft for similar housing units049-262-007 2900 MONTEREY RD BRES21-0960 SFD O 1 1 1 5/15/2023 1 1 9/27/2023 1 NONE Y055-113-006 12715 ESCABROSO CT BRES22-1696 SFD O 1 1 1 12/4/2023 1 0 NONE N056-191-033 8660 PORTOLA RD BRES22-1972 SFD O 1 1 1 8/21/2023 1 0 NONE Y 1 Destroyed O049-301-005 3960 AMARGON RD BRES22-1990 SFD O 1 1 1 4/20/2023 1 0 NONE Y050-131-033 7805 BALBOA RD BRES22-1995 SFD O 1 1 1 8/16/2023 1 0 NONE N030-391-002 8525 EL CORTE RD BRES22-2043 SFD O 1 1 1 12/1/2023 1 0 NONE Y
031-381-066 7925 PISMO AVE BRES22-2046
SFD O 1 1 1 5/24/2023 1 0 NONE Y
Proposed sales price based on median price per sq.ft for similar housing units
031-381-068 9560 MARCHANT WAY BRES22-2053
SFD O 1 1 1 10/9/2023 1 0 NONE Y
Proposed sales price based on median price per sq.ft for similar housing units054-092-001 5400 CASCABEL RD BRES22-2091 SFD O 1 1 1 9/1/2023 1 0 NONE N055-115-007 12485 SAN MARCOS RD BRES22-2102 SFD O 1 1 1 10/13/2023 1 0 NONE N
030-461044 10165 EL CAMINO REAL Cal Manor II BRES22-1829 5+ R 67 8 1 6/20/2023 76 67 8 1 3/10/2023 76 0 NONE Y affordable hosuing manager's unit 1000
1
Unit Types Affordability by Household Incomes - Completed Entitlement Affordability by Household Incomes - Building Permits Affordability by Household Incomes - Certificates of Occupancy
4 7 10
Note: "+" indicates an optional field
Housing with Financial Assistance and/or Deed Restrictions Demolished/Destroyed UnitsProject Identifier
Annual Building Activity Report Summary - New Construction, Entitled, Permits and Completed Units
ITEM NUMBER: C-2
DATE: 03/26/24
ATTACHMENT: 1
Page 87 of 112
Jurisdiction Atascadero ANNUAL ELEMENT PROGRESS REPORT
Reporting Year 2023 (Jan. 1 - Dec. 31)Housing Element Implementation
Planning Period 6th Cycle 01/01/2021 - 12/31/2028
1 Projection Period 3 4
RHNA Allocation by Income Level
Projection Period - 01/01/2019-
12/31/2020
2021 2022 2023 2024 2025 2026 2027 2028
Total Units to Date (all years)
Total Remaining
RHNA by Income Level
Deed Restricted - 3 - - - - - - - -
Non-Deed Restricted - - - - - - - - - -
Deed Restricted - 1 - 67 - - - - - -
Non-Deed Restricted 7 12 11 12 - - - - - -
Deed Restricted 1 1 - 8 - - - - - -
Non-Deed Restricted 6 53 29 20 - - - - - -
Above Moderate 354 100 66 13 8 - - - - - - 187 167
843
114 136 53 115 - - - - - - 418 425
5 6 7Extremely low-Income Need 2021 2022 2023 2024 2025 2026 2027 2028
Total Units to Date Total Units Remaining
104 - - - - - - - - - - 104
33
3
This table is auto-populated once you enter your jurisdiction name and current year data. Past year information comes from previous APRs.
118 Moderate
207
131
151
Please contact HCD if your data is different than the material supplied here
110
2
Table BRegional Housing Needs Allocation ProgressPermitted Units Issued by Affordability
204
21
Total RHNA
Total Units
Income Level
Very Low
Low
Extremely Low-Income Units*
Progress toward extremely low-income housing need, as determined pursuant to Government Code 65583(a)(1).
ITEM NUMBER: C-2
DATE: 03/26/24
ATTACHMENT: 1
Page 88 of 112
Jurisdiction AtascaderoReporting Year 2023 (Jan. 1 - Dec. 31)
1 2 3 4
Name of Program Objective Timeframe in H.E Status of Program Implementation
Program 1.A: Adequate
Sites
(266 units)TheCitycanadequatelyaccommodate
theCity’scurrentRHNAunder existingGeneralPlan
andZoningRegulationsstandards(266unitsremainingaftercerditsforapprovedprojects).Theresidentialsitesinventorytoaddressthecurrent
RHNAconsistsof11mostlyvacantsiteswith
capacity toyield497newunits.The Citywill
maintainaninventoryofavailablesitesfor
residentialdevelopmentand provideit toprospectiveresidentialdevelopersuponrequest,andtheCitywill continuetotracktheaffordability
ofnew housingprojectsand progresstoward
meeting theCity’sRHNA.The Citywill also continue
allowinghousing developmenton RMF-24
propertiesidentifiedin theHousingElementSitesInventoryasaby-rightuse,notsubjecttoaconditionalusepermit,specific plan,or
discretionaryaction.Byrightincludes butisnot
limitedtohousingdevelopments inwhichatleast
20percentoftheunitsareaffordabletolower
incomehouseholds.
Ongoing; annual assessment of status of
housing sites inventory as
part of the annual reporting
process to the State
2023 represents the third year of the City's 6th RHNA cycle. The City remains on
track to provide sites adequate for affordable housing. Insert statement
justification…
Program 1.B: No Net
Loss
The City will evaluate residential
development proposals for consistency
with goals and policies of the General Plan
and the 2020-2028 Housing Element sites
inventory and make written findings that
the density reduction is consistent withthe General Plan and that the remaining
sites identified in the Housing Element are
adequate to accommodate the RHNA byincome level. If a proposed reduction of
residential density will result in the
residential sites inventory failing to
accommodate the RHNA by income level,
the City will identify and make available
additional adequate sites to accommodate
the its share of housing need by income
level within 180 days of approving the
reduced density project.
Ongoing; as part of the
entitlement review process, evaluate new projects for
consistency with General
Plan objectives as they
relate to housing and RHNA
obligations
The City has not processed any applications for sites identified in the Housing element that do not align with Housing element goals and policies.
ANNUAL ELEMENT PROGRESS REPORT
Housing Element Implementation
Housing Programs Progress Report
Describe progress of all programs including local efforts to remove governmental constraints to the maintenance, improvement, and development of housing as identified in the housing element.
Table DProgram Implementation Status pursuant to GC Section 65583
ITEM NUMBER: C-2
DATE: 03/26/24
ATTACHMENT: 1
Page 89 of 112
Program 1.C: Mixed-UseDevelopment
(5 mixed-use projects)Continue to allow
mixed residential and commercial
development and promote second- and
third-story residential development in theDowntown zoning districts. To increase
project certainty and streamline
development, the City will consider
identifying appropriate, mid-block
locations, outside of downtown, for future
mixed-use/residential development (in
commercial zoning districts) while
considering appropriate jobs/housing
balance and fiscal impacts. Considering
market conditions and development costs,
the City will provide, when possible,
developer incentives such as expedited
permit processing and flexible
development standards for units that are
affordable to lower-income households.
The City will publicize these incentives on
the City’s website (www.atascadero.org)to make themavailablein atimelyfashion.
Ongoing; identification of mixed-use opportunity
areas as part of a
comprehensive General
Plan update (to be initiated
in 2021)
The City continues to allow and supports mixed-use development within the
Commercail Retail, commercail Professional, and Commercail Neighborhood
zoning districts.
Program1.D:Accessory
Dwelling Units
(255 units)Promote the development of
accessory dwelling units (ADUs) by
adopting an ADU ordinance addressing thelatest provisions in State law, including
permit streamlining processes. Provide pre-
approved ADU plans as a tool for
encouraging development of ADUs and
lowering plan review costs for applicantsand the City. Promote development of
ADUs by providing written information at
the City’s planning counter and on the
City’s website.
(255 units)Promote the
development of accessory
dwelling units (ADUs) by
adopting an ADU ordinance
addressing the latest
provisions in State law,
including permit
streamlining processes.
Provide pre-approved ADU
plans as a tool forencouraging development
of ADUs and lowering plan
review costs for applicants
and the City. Promote
development of ADUs byproviding written
information at the City’s
planning counter and on the
City’s website.
The City Has adopted its ADU ordinance and was funded under the REAP
program to design and pre-review 6 stock plans for ADUs ranging in size from 320sf to 1,000 sf. The ADU stock plan program streamlines the review process and provides design cost savings to homeowners. The city also anticipates expanding use of these plans for UDU development and multi-family infill. . The
City has permited the following number of ADUs by year: 2021: 15, 2022: 20,
2023: 24.
Program 1.E: Special
Needs Housing
(15units)Providehousing opportunities
to meet thespecialhousing needs of
specialneeds residents (includingthe
elderly,disabled,developmentallydisabled,largefamilies,thehomeless,
farmworkers,andextremelylow-income
households)by givingpriorityto
development projectsthat include a
component for special needs groups inadditiontootherlower-income
households.Ongoing
The City has approved an expansion to California Manor for 76 senior units.
Permits have been issued and the project is under construction with completion slated for late 2024. The city also approved an expansion of a transitional housing development for low income foster youth.
ITEM NUMBER: C-2
DATE: 03/26/24
ATTACHMENT: 1
Page 90 of 112
Program 1.F: Housing for
Persons with Disabilities
(25 units) Assist in meeting the housing needs for
persons with disabilities, including persons withdevelopmental disabilities, by implementing thefollowingactions:§Assist
developers who seek state and federal monies in
support of housing construction and rehabilitation
targeted for persons with disabilities, including
persons with developmental disabilities.§Provideregulatory incentives and concessions toprojects targeted for persons with disabilities,
including persons with developmental disabilities.
§Work with local organizations such as the Tri-
Counties Regional Center and Transitions Mental
Health Association to implement an education andoutreach program informing local families abouthousing and services available for persons with
disabilities, including developmental disabilities. The
program will include the development of an
informational brochure availablic counters, libraries,
andonthe City’
Support grant applications- at least once during the
planning period; develop
informational material -
within two years of Housing
Element adoption; provide incentives for development
of housing for persons with
disabilities - ongoing
The City approved an expansion to the empire Apartments project which
houses lower income disabled individuals. The project would provide 15 new
units and 15 rehabed units. The City activly supports the SLO Non-Profit Housing Corporation in securing grant funding for this project.
Program 2.A: Density
Bonus
(50 units)Maintain an affordable housing
density bonus ordinance that establishes
procedures for obtaining and monitoring
density bonuses in compliance with state
law. Update the City’s density bonus
ordinance to remain in compliance with
Government Code §65915.
Updated density bonus
ordinance adoption - within
two years of Housing Element adoption;
reviewing ordinance for
compliance with State law -
ongoing
The City currently implements State law for all projects requesting use of the
State Density Bonus program. Because State law focuses on moderate income,
the City has not historically seen implementation of the density bonus program
result in lower income units. However, some more recent mixed-use
developmetns and higher density residential formats have resulted in 2 low
income units and 1 very low income unit (The Block, Atascadero Ave Apartments, Emerald Court). In addition, the City has approved 4 non-profit projects that woudl target low income individuals that would add 152 low income units to the City's housing stock if funding can be obtained. These
projects (Empire, Macadero, Cal Manor 2, and Del Rio Ridge) utilized the State
Density Bonus for development incentives as well as some bonus units). The
City is also updating our Municipal Code for consistency with new State Density
Bonus Law with adoption expected in 2024 in conjunction with Objective
Design Standards.
Program2.B:Inclusionary
HousingOrdinance
(50 units)Evaluate the City’s inclusionary
housing policy and consider replacing thecurrent inclusionary policy with an
inclusionary housing ordinance. An
inclusionary ordinance must be consistent
with state density bonus regulations and
address changing economic and regulatoryconsiderations. The City will continue to
monitor the impact of its inclusionary
housing policy/ordinance on production of
market rate housing in response to market
conditions.If the City’s inclusionaryhousing approach presents an obstacle to
the development of the City's fair share of
regional housing needs, the City will
consider revising the policy/ordinance
accordingly.
Review the City’s current
inclusionary housing policy
within two years of Housing
Element adoption
The City is in the process of reviewing options for an updated affordable
housing strategy. As the strategy has been developed, program options have
been discussed by the community and Council as the program is refined. Further Council and community input will take place during the Citywide General Plan Update provcess.
Program 2.C: Affordable
Housing In-Lieu funds
(5 affordable units)Evaluate the adoption
of a policy to determine the best use ofCity Affordable Housing In-Lieu funds to
support the creation of new affordable
housing units in Atascadero. Work with
affordable housing developers and identify
funding to address the housing needs ofextremely low-income households and
totallyandpermanentlydisabled persons.
Affordable Housing In-Lieu
funds policy evaluation
within two years of Housing
Element adoption; identify funding sources annually
The City will evaluate fund options once an affordable housing strategy is identified and adopted. The City has pledged $400,000 of our curernt fund to Del
Rio Ridge, a 42 unit non-profit low income project awaiting full funding
opportunities.
Program 2.D: Affordable
Housing Technical
Assistance
Provide pre-application technicalassistance to affordable housing providers
to determine project feasibility and
address zoning and code compliance
issues in the most cost-effective and
expeditious manner possible. If notalready initiated via potential projects,
annually consult with local affordable
housing developers, including offering
letters of support for grant applications,
advising on local zoning and code
compliance,and facilitatingpartnerships.Ongoing and annual
consultation
The City continues to provide pre-app consultation for all projects to determine
feasibility and building and fire code standards. Recently, the City has
coordianted with Del Rio Ridge, California Manor 2, and expansion of a non-profit transitional home for low income foster youth.
ITEM NUMBER: C-2
DATE: 03/26/24
ATTACHMENT: 1
Page 91 of 112
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
duringthe application process.Ongoing
The City currently provides deferred impact fee payments for housing
development deferring payment until permit final. Other incentives are being
considered as part of the Inclusionary/affordable housing program noted above,
including an impact fee deferral and loan program to further assist the financing projects targeted to lower-income households. The deferral and loan program was adopted in 2023.
Program2.F:Mixed-Use
Standards
Adopt mixed-use development standards
that facilitate high-quality development
and that strike a balance between the
community’s need for housing and the
City’s need to preserve viable commercial
land uses to help sustain the City’s ability
to provide essential services. During the
formulation of development standards,
the City will assess the potential for
residential density increases for mixed-use
projects. The City will pursue the drafting
of new mixed-use developments standardsand Objective Design Standards (Program
3.B) to ensure that the City’s planning and
design goals for mixed-use projects andmulti-family housingaremet.Within two years of Housing
Element adoption
The City received grant funding to develop objective design standards that include mixed-use development standards. The projecrt is expected to be complete in 2024.
Program 2.G: Specific
Plans
Continue to require the use of specific
plans or planned developments for
residential projects of 100 or more single-
family units to ensure that the distribution
of land uses, infrastructure requirements,and implementation measures are
consistent with the General Plan and the
City’s developmentgoals andneeds.
Ongoing
The City has commenced our comprehensive General Plan update and will
continue to utilize Specific plans for larger-scale single-family residential
developments.
Program 2.H: Resources
to Address Homelessness
Continue working with non-profit
organizations that address homelessness
to aid residents in need and provide
technical support as needed. Continue
cultivating a close relationship with the El
Camino Homeless Organization (ECHO) to
maintain a safe and secure shelter that
meets the immediate needs of families
and individuals who have become
homeless. Cooperate with non-profit
groups and local religious organizations to
allow the temporary use of churches as
homeless shelters. Continue to support
local programs that provide emergency
resources such as motel voucher programsandemergencyfoodprovision.
Ongoing
The City works closely with local non-profit organizations to facilitate programs and locations that meet the needs of homeless and transitional populations.
Program 2.I: Single-
Room Occupancy Units
(SROs)
Review and, if necessary, revise siting
regulations for single-room occupancyunits(SROs)tocomplywith State law.
Within three years of
Housing Element adoption
as part of a future Zoning
Regulations update
Staff has not yet begun this process. It is anticipated that SRO's will be analyzed as part of the City's comprehensive General Plan update.
ITEM NUMBER: C-2
DATE: 03/26/24
ATTACHMENT: 1
Page 92 of 112
Program 3.A:
Development Process
Streamlining
Continue streamlining the project review
processby:§Reviewing,andif
necessary, revising local review
procedures to facilitate a streamlined
review process §AccommodatingSB35streamliningapplicationsorinquiries
by creating and making available to
interested parties an informational packet
that explains the SB 35 streamlining
provisions in Atascadero and provides SB
35 eligibility information §Continuing
to consolidate all actions relating to a
specific project on the same Council or
Commission agenda
Continuing to review minor project
modifications through the Design Review
Committee and more substantial changes
through a Planning Commission process
§Maintaining pre-approved stock
development plans to streamline the plan
checkprocess forADUs
Ongoing; SB 35
informational material within two years of Housing
Element adoption
The City continues to consolidate items on one agenda and provide pre
application information to housing applicants. The City received grant funding
to develop ADU stock plans and plans were finalized and released for use in
early 2023. The ADU stock plans provide pre-reviewed building plans for units
ranging in size from 320sf to 1,000sf and the City is expanding their use to UDU
developmetns and multi0-family infill to increase housing options, streamline the process, and reduce project costs.
Program 3.B: Objective
Design Standards
IncompliancewithSB330,adopt objectivedesignstandardstoensurethattheCity
canprovidelocalguidanceon design and
clearlyarticulateobjective design
standardsforby-right projects as allowed
by statelaw.Adoption of objective designstandardswillfacilitatehigh-quality
residential developmentandcompliance
with state objectives.Theobjectivedesign
standardswill ensure provision of
adequateprivateopenspace,parking,andarchitecturalfeatures,consistent with
statelaw.Partof theobjectivedesign
standardscreation processwillinclude
assessing howthestandards can be used
to encouragea variety ofhousing types
and limitthe sizeofresidential unitson
multi-family zonedpropertiesto
encourageunits thatareaffordableby
design.
Within two years of Housing
Element adoption
The City received grant funding to adopt objective design standards. The project is expected to be completed in late 2024.
Program3.C:Multi-Family
HousingPermitting
To reduce constraints to multi-family
housing production, the City will review
and revise the Conditional Use Permit
(CUP) requirements for multi-family
housing in conjunction with adoption of
objective design standards and to comply
with the Housing Accountability Act. The
Atascadero Zoning Regulations require a
CUP for residential projects in the RMF
zone over 11 units, excluding RMF-24properties identified in the Housing
Element sites inventory, which are allowed
by right. Any revisions to Zoning
Regulations will not affect the by-right
approval of multi-family projects in theRMF-24 zone on Housing Element sites,
whicharenot subject toa CUPor a Specific
Plan. Revisions are intended to facilitate
the permitting process for multi-family
housing and will be consistent with any by-right or streamlining requirements
identified in state law. The City will
periodically evaluate the approval process
for housing projects to ensure compliance
with the intent of the HousingAccountabilityAct.
Modify CUP requirement
within two years of Housing
Element adoption in
conjunction with adoption of objective design
standards; monitor
approval process for
housing development -
ongoing
The City will review CUP triggers with the adoption of objective design standards.
ITEM NUMBER: C-2
DATE: 03/26/24
ATTACHMENT: 1
Page 93 of 112
Program 3.D: RMF Zone
Height
Amend the Zoning Regulations to removenumber of stories limit in the Residential
Multi-Family (RMF) Zone and regulate
based on height in feet, allowing for
adequate emergency response and
community character preservation. AmendZoning Regulations definitions and
exceptions to height limits, as appropriate,
to facilitate three-story development in
the RMFZone.
Amend the Zoning
Regulations to remove
number of stories limit in
the Residential Multi-Family
(RMF) Zone and regulatebased on height in feet,
allowing for adequate
emergency response and
community character
preservation. Amend Zoning
Regulations definitions and
exceptions to height limits,
as appropriate, to facilitate
three-story development in
the RMFZone.
Completed - the City updated the zoning regulations in 2021 to remove the
number of stories restriction and increase height for architectural features.
Program 3.E: Small Lot
Subdivisions
Consider adopting small lot subdivision
standards that incorporate specific site
and building development standards (such
as parking, height, yard space,architecture) in exchange for flexible
minimum lot sizes. Consider allowing small
lot subdivisions without rezoning. Small lotsubdivision standards can eliminate the
need for multi-family planned
developments that are currently subject to
a rezoning process. Establishing a set of
high-quality standards for each small lot
subdivision, instead of minimum lot size,
can save substantial staff time and
applicant costs and would allow for
increased creativity with site design while
increasing ownership opportunities for all
income segments of the community
(affordable bydesign).
Ongoing; review small lot
subdivisions as part of a Comprehensive General
Plan and Zoning
Regulations Update
The City received grant finding and is expected to adopt regulations with the
adoption of the General Plan Update in early 2024.
Program 3.F: Rural
Residential Development
Standards
Adopt a Rural Residential Zone in the
Zoning Regulations consistent with its
designation on the Zoning Map andstandards that distinguish it from the
Residential Suburban zone to facilitate the
development ofavariety of housingtypes.
Within three years of
Housing Element adoptionas part of a Comprehensive
General Plan update
The City will review all zoning districts as part of the comprehensive General
Plan Update and will adopt revisions as needed.
Program3.G:EmergencyShelter(ES)Overlay Zone
Review the Emergency Shelter (ES) Overlay
Zone for continued compliance with state
law; evaluate the need and expand the
zone, as appropriate, to other appropriate
properties, subject to the locational and
operational criteria outlined in the ZoningRegulations.Within two years of housing
element adoption
The City works closely with ECHO, the non-profit organization that runs the
shelter in the existing ES overlay zone. The City will continue to monitor need
for expansion and added services.
Program 3.H: SpecialNeedsHousingLaws
Reviewthe ZoningRegulations andif
necessary,makechangestoensure
compliancewith theSupportiveHousing
Streamlining Act (AB 2162)and AB 101
(Low-BarrierNavigationCenters).AB 2162
requires supportivehousing to beconsideredausebyrightinzones where
multi-family and mixed usesare
permitted,includingnonresidentialzonespermittingmulti-familyuses,ifthe
proposed housingdevelopmentmeetsspecifiedcriteria.AB 101requires thatLow-
BarrierNavigation Centers(LBNC)bea by-
rightusein areaszonedformixed-use and
nonresidential zonespermittingmulti-
familyuses.LBNCprovide temporaryroom
and boardwithlimited barriers to entry
while case managersworktoconnect
homeless individuals andfamilies to
income,publicbenefits,healthservices,
permanent housing,orothershelter.
Within two years of
adoption of the Housing
Element
The City will be reviewing zoning districts and uses with the upcoming General
Plan Update.
ITEM NUMBER: C-2
DATE: 03/26/24
ATTACHMENT: 1
Page 94 of 112
Program3.I:Housing
Financing Constraints
Continue to work with the development
community to identify and mitigate any
constraints on access to financing formulti-family development. The City will conduct
regular stakeholder meetings with
members of the development community,
including representatives from local non-
profit housing organizations, developers,and real estate brokers to solicit feedback.
Continue to facilitate understanding of the
impacts of economic issues, employment,
and growth on housing needs among
financial, real estate, and developmentprofessionals in formalized settings, such
as theEconomicRoundTable.
Ongoing
The City communicates with non-profit organizations and housing developers
regulariily regarding funding challenges and grant opportiunities. Unfortunately,
most grant applications are heavily weighted to communities with State
identified disadvantaged communities. Our local SLOCOG has revised this
analysis to include additional factors that more accurately identify known areas that shoud be considered disadvantaged from a funding perspective however, these regional definitions cannot be used in many State level applications, creating additional fiunding obstacles for lower income housing opportunities.
Further, the added costs from increased requirements in the State building code
updates and infrastructure costs assocaited with development within a semi-
rural community, in addition to Water Quality Contral Board Requirements and
increased CEQA challenges from special interest groups make financial
feasibility difficult to attain without subsidy.
Program 3.J: Non-Governmental
Constraints
Continue to monitor and evaluate
development standards and advances in
housing construction methods. Although
the City has limited influence over non-governmental constraints, if non-
governmental constraints are identified,
the City will review, and if necessary,revise, any development regulations or
processes that can potentially lessen those
constraints.Ongoing
The City continues to attend building industry seminars and is a lead participant
in local ICC chapter meetings. Current identified constraints include solar
requirements for new residential projects which significantly drive up costs,
accessibility requirements that make projects infeasible when dealing with a City with challenging topography, State stormwater management requirements, limited funding for streets, roads, and other City infrastructure that drive up permit costs and fees, PG&E costs and availability to support new construction,
outdated disadvantaged community mapping that limits Atascadero's ability to
be competitive in grant funding opportunities for affordable housing,
infrastructure, services, the cost of construction materials, and lending
hesitency.
Program 3.K: Capital
FacilityFees
To encourage affordability by design, the
City will modify the Capital Facility Fee
schedule to index fees based on size of
unit, providing lower rates for small unitswhere there is a demonstrated nexus. The
City will continue to monitor impact fees
and the Capital Facility Fee schedule to
identify barriers to housing development,
particularly affordable units. If constraintsare identified, the City shall revise the fee
schedule accordingly while balancing
infrastructure needs to support housing
development.
Capital Facility Fee
modification within two
years of Housing Element
adoption; impact fee
monitoring and revisions -
ongoing
The City has adopted a fee schedule that reduces fees for the development of accessory dwelling units that are greater than 750 sqaure feet and waives
impact fees for units less than 750 sqaure feet. The City is currently working
with a fee consultant to update the capital facility fee program and evaluate a
program that encourages smaller units and affordablity by design.
Program 3.L: Water and
SewerServiceProviders
Inaccordance withGovernmentCodeSection65589.7,immediatelyfollowing
CityCounciladoption,the City willdeliver
to allpublicagenciesor private entities
thatprovide water or sewerservices to
properties within theCity of Atascaderoa
copy of the 2020-2028 HousingElement.
TheCitywillalso confirm thattheagencies
and entitiesprovidingwater orsewer
serviceshaveproceduresinplacetogrant
priority fortheprovision ofwaterand
sewerservices to proposeddevelopments
thatincludehousingunits affordableto
lowerincomehouseholds (Government
Code Section 65589.7).TheCitywillalso
explorepossible optionstoeasetheburdenofwaterservicefees(working with
the AtascaderoMutualWaterCompany)
and sewerservicefees (through theDepartmentofPublicWorks)for
affordable housingprojects(bothdeed-restricted andmarketrate affordable
units).
Within 30 days of adoption of the Housing Element;
coordination - ongoing
Completed - The City distributed the final Housing Element to key City Staff in charge of sewer facilities and to the Atascadero Mutual Water Company, the City's water service provider.
ITEM NUMBER: C-2
DATE: 03/26/24
ATTACHMENT: 1
Page 95 of 112
Program3.M:Energy
Conservation
Encourage and facilitate energy
conservation and help residents minimize
energy-related expenses by:§
Promoting environmentally sustainablebuilding practices that provide costsavings
to homeowners and developers;
§Providing informational material at the
Community Development Department
counters from PG&E and others that detailenergyconservationmeasuresfornewand
existing buildings, the benefits of the
Green Building (San Luis Obispo Green
Build), and resources to assist lower-
income households with energy-relatedexpenses;and §
Continuing to strictly enforce the state
energy standards of the California Green
Building Code.
Ongoing
The City continues to comply with this program
Program 3.N: Definition
of ImmediateFamily
Amend the Zoning Regulations to remove
the definition of “immediate family” from
the Zoning Regulations and any standards
related to that definition, including Section9-6.107(a)(1)(i) and 9-6.107(a)(3), which
requires immediate family to occupy
accessory dwelling unitsin theAzone.Within two years of Housing
Element adoption
This update was completed with our annual zoning update in 2022
Program 3.O:
Farmworker Housing in
RSZone
Amend the Zoning Regulations for the RS
Zone to comply with California Health and
Safety Code Section 17021.6, which
generally requires that employee housing
consisting of no more than 36 beds in
group quarters (or 12 units or less
designed for use by a single household) be
treated as an agricultural use.Within two years of Housing Element adoption
Updates to the RS zone have been completed n 2022.
Program 4.A: HousingRehabilitation and
Preservation
(20 units)As new projects, codeenforcement actions, and other
opportunities arise, the City will
investigate ways to meet its housing needs
through rehabilitation and preservation of
existing units. The City will continue using
code enforcement to identify housing
maintenance issues and to expedite
rehabilitation of substandard and
deteriorating housing by offering technical
assistancetohomeowners andoccupants.
Ongoing
While the City does not have many units that are considered unsafe or
degraded, local non-profit organizations regularily look at grant funding opportunities to expand and rehabilitate existing lower income housing. The City has recently approved 2 such projects (Empire Apartments and Macadero Apartments) that will rehabilitate approximately 34 units and add an additioanal
21 units under renewed 55 year deed restrictions. These projects are awaiting
secured funding. In addition, the City is working with property owners at 5455 El
Camino Real to upgrade and rehabilitate 10 units rented to lower-income
individuals through a subsidized program.
Program 4.B: Community
Development Block
Grant
Continue to participate in federal grant
programs, such as the Community
Development Block Grant (CDBG)
program, to obtain loans and/or grants forhousing rehabilitation and homeless
services.Ongoing
The City participates in federal grant programs including CDBG, while seeking
other grant opportunities, however there are limited funds available in our
region and most funds are utilized for minor accessiblity improvements to aid
pedestrain access near housing and transit.
ITEM NUMBER: C-2
DATE: 03/26/24
ATTACHMENT: 1
Page 96 of 112
Program 4.C: Affordable
Housing Preservation
andDevelopment
Continue to work with non-profit agencies,
such as the County Housing Authority,
Habitat for Humanity, the San Luis ObispoCounty Housing Trust Fund, and Peoples’
Self-Help Housing, to preserve existing
affordable housing and to pursue funding
for new affordable housing units. Utilize
inclusionary housing funds, as availableand appropriate, to assist in the
development of affordable housing by non-
profit agencies. Continue to encourage
developers to work with agencies such as
the California Housing Finance Authority(CHFA) and the Department of Housing
and Urban Development (HUD) to obtain
loans for development of new multi-family
rental housing for low-income households.
Specifically,theCitywill: Contact potential affordable housing
developers
Assist non-profits and other housing
advocates in preparing applications for
fundingopportunitiesand financings Provide regulatory concessions and
incentives, as necessary, to encourage and
facilitate the construction of affordable
housing
Annual meetings, during
preparation of annual
review of the Housing
Element, to discuss funding
opportunities, vacant and opportunity sites, and status
of affordable housing
projects; ongoing
collaboration
Local non-profit organizations regularily look at grant finding opportunities to expand and rehabilitate existing lower income housing development. The City
has recently approved 2 such projects (Empire Apartments and Macadero
Apartments) that will rehabilitate approximately 34 units and add an additional
21 units under renewed 55 year deed restrictions. These projects are awaiting
secured funding. The City is also working with People's self-help housing to
develop 42 units at 2455 El Camino Real for low and extremely-low households. City Staff assists with grant applicaitons when needed.
Program 4.D: Affordable
Housing at Risk of
Conversion
TheCitywillcontinuetomonitorthe
status ofsubsidizedaffordable projects,
rental projects,and mobile homesin theCityandprovidetechnicalandfinancial
assistance,whenpossible,toensure long-
term affordability.Thiswill involve
contactingowner/operators of subsided
projectsannually to determinethestatusoftheunitsandtheirpotentialtoconvert
to market-rate.If projects are atrisk,the
Citywillmaintain contactwith local
organizationsandhousingproviders who
may have an interest inacquiringat-riskunits.The Citywillkeeptrackofandapply
for funding opportunitiesto preserveat-
riskunits andassist other organizations in
applying for funding to acquireat-risk
units.
Contact owners/operators
annually and ongoing
The City does this as part of our annual affordable hosuing verification outreach.
Program 4.E: Housing
Choice Vouchers
(preserve 230 vouchers)Continue to work
with the Housing Authority of San Luis
Obispo (HASLO) for administration of the
Housing Choice Voucher program
(formerly Section 8). The City utilizes this
relationship for program implementation
and income verifications and will support
additional Housing Choice Vouchers in the
community.Ongoing
The City continues to support this program
Program 4.F: Historic
Building Conservation
Preserve and protect homes that have
historical and architectural significance,
such as the Colony homes, through
continued implementation of the HistoricSite (HS) overlay zone and by maintaining a
GIS-based map of historic buildings and
sites.Ongoing
The City currently maintains a database of historic homes and continues to encourage use of the Secretary of Interior's standards. The City is in the process of preparing a historic preservation ordinance to codify policies with
expected adoption in late 2023.
Program 4.G:
Condominium
Conversion
Continue enforcing the Condominium
Conversion Ordinance (Chapter 12 of the
Zoning Regulations) to reduce the impacts
of condominium conversions on lower-
costrental housing.Ongoing
The City continues to enforce the condo conversion ordinance
ITEM NUMBER: C-2
DATE: 03/26/24
ATTACHMENT: 1
Page 97 of 112
Program 4.H:
Infrastructure
Prioritize street and infrastructure
improvement projects to benefit high-
need areas, including existing high-density
residential areas.
Ongoing
The City rates roads annually based on existing conditions and maintenance
schedules. The Majority of the City's high density residential locations are
located along El Camino Real, our most significant arterial. The City's
wastewater treatment plant is nearing capacity and construction of new
fadcilities are needed to accomodate future growth. The City is seekign funding for this expansion. In additin, the City's existing wastewater collection infrastriucture is in need of repair and replacement in many locations. Funding options for these repairs and impacts on future growth will be abalyzed as part
of the 2045 General Plan Update. The City continues to look for funding sources
to repair and replace aging infrastructure, however, lacking a State defined
disadvantaged community designation limits City options.
Program 5.A: FairHousingServices
Continue to provide information and complaint
referral services for those persons who believe theyhavebeendeniedaccesstohousingbecauseoftheirrace, religion, sex, marital status, ancestry, national
origin, color, or disability, family status, sexual
orientation, source of income, or political affiliation.
The City will educate Community Development
Department staff on how to respond to complaintsreceived regarding potential claims of housingdiscrimination. Staff will be trained to provide the
person with an informational handout detailing the
process of reporting and filing a claim through the
California Department of Fair Employment and
Housing. The staff will notify the City Manager andthe City Attorney’s office of the intent to file a claimand will be available to provide assistance to the
person filing a claim, as needed. Information on Fair
Housing law and how to file a claim will also be
made available on the City’s website and at the
CommunityDevelopmentDepartment.
: Ongoing; online fair
housing information to be available within one year of
Housing Element adoption
The City provides informatroin and has brochures available at our front counterand on-line
Program 5.B:Affirmatively Further Fair
Housing
The City will promote and affirmatively further fair
housing opportunities and promote housing for all
persons, including those protected by the CaliforniaFair Employment and Housing Act and any otherstate and federal fair housing and planning law. The
City will: Ensure that all development
applications are considered, reviewed, and
approved without prejudice to the proposed
residents, contingent on the developmentapplication’s compliance with all entitlementrequirements.
Accommodate persons with disabilities who seek
reasonable waiver or modification of land use
controls and/or development standards pursuant toprocedures and criteria set forth in the ZoningRegulations. Work with the County of San Luis Obispo to
implement the regional Analysis of Impediments to
Fair Housing Choice and HUD Consolidated Plan.
Facilitate public education and outreach by
creating informational flyers on fair housing that willbe made available at public counters, libraries, andontheCity’s/County’swebsite.
Conduct public meetings at suitable times,
accessible to persons with disabilities, and near
public transit. Resources will be invested to provide
interpretation and translation services whenrequestedatpublicmeetings. Prioritize community and stakeholder engagement
duringcontroversialdevelopmentdecisions.
Ongoing
The City continues to support and work with groups to further fair housing and access to public meetings.
ITEM NUMBER: C-2
DATE: 03/26/24
ATTACHMENT: 1
Page 98 of 112
2023 Annual General Plan and Housing
Element Progress Report
ITEM NUMBER: C-2
DATE: 03/26/24
ATTACHMENT: 2
Page 99 of 112
Page | 1 Annual Housing and General Plan Progress Report – 2023
Table of Contents
1.1 Introduction ..................................................................................................................... 2
2.1 General Plan Activities .................................................................................................... 2
3.1 2023 Planning Division Applications & Entitlements ........................................................ 2
3.2 2023 Building Division Applications & Inspections ........................................................... 3
3.3 Housing & Residential Growth ......................................................................................... 4
3.4 Non-Residential Development ......................................................................................... 5
ITEM NUMBER: C-2
DATE: 03/26/24
ATTACHMENT: 2
Page 100 of 112
Page | 2 Annual Housing and General Plan Progress Report – 2023
Section 1 – Introduction
1.1 Introduction
Every year, the City produces a report on the status of its General Plan and Annual
Housing Progress (APR) to provide an overview of actions taken to implement this
comprehensive plan during the past year, consistent with California Government Code
section 65400, subdivision (a)(2). This report is provided to the City Council, Planning
Commission, and other interested parties to assist in gauging the progress the City is
making on the programs related to the General Plan and housing production. The annual
report fulfills State law requirements and evaluates the number of housing units that have
been approved and completed. The Housing APR, along with a General Plan Progress
report, must be reported to the Department of Housing and Community Development
(HCD) and the Office of Planning and Research (OPR).
Section 2 – General Plan Activities
2.1 General Plan Activities
The General Plan states the community's goals, objectives, policies, and implementation
measures (i.e., ways to achieve the goals and objectives). As a policy document, the
General Plan establishes goals and policies for decision-makers. Using these policies,
City staff, the City Council, and the Planning Commission take steps toward achieving the
larger goals of the City. The City focuses on implementation programs contained in the
General Plan through daily operations of the City.
The City’s General Plan was adopted in June 2002. The City’s last major update of the
General Plan was undertaken in 2020 with the City’s adoption and certification of the
2021-2028 Housing Element Update. The City began its comprehensive General Plan
Update process in early 2021 and is expected to adopt a new General Plan by the end of
2024 that will provide a city blueprint through 2045.
Section 3 – Planning & Building Yearly Activities
3.1 2023 Planning Division Applications & Entitlements
The Planning Division Highlights
• 65 applications in process in 2023
ITEM NUMBER: C-2
DATE: 03/26/24
ATTACHMENT: 2
Page 101 of 112
Page | 3 Annual Housing and General Plan Progress Report – 2023
• Paseo Paloma (People’s Self-Help Housing) – 72-unit affordable multifamily
housing on Atascadero State Hospital Surplus Land (El Camino Real and
Musselman Drive
2023 Planning Projects
2023 Major Planning Projects
Project Name Status Address Project Type
Affordable Housing
Development Impact Fee
Deferral
Adopted Citywide Citywide Policy Plan
CEQA/Development
Process Streamlining
In Process Citywide Citywide Policy Plan
Objective Design Standards
/ Small-lot subdivision
standards
In Process Citywide Citywide Policy Plan
Barrel Creek Approved
early 2023
6005 Del Rio Road
Development Plan
Marketplace Under
Construction
1905 El Camino Real
Development Plan
Cal Manor Affordable
Housing project
Under
Construction
10165 El Camino
Real
DRC Review
TEN850 Under
Construction
10850 El Camino
Real
Final Map - Subdivision
Del Rio Ridge (People’s
Self-Help Housing)
In Process 2455 El Camino Real DRC Review
The Edge Approved 2470 El Camino Real DRC Review
La Moda Downtown Mixed-
Use
Approved 5730 El Camino Real DRC Review
Dove Creek Commercial
Mixed Use
In Process 11600 El Camino
Real
Development Plan
Citywide General Plan
Update
In Process Citywide General Plan Amendment
3.2 2023 Building Division Applications & Inspections
2023 Highlights
• Received and processed 2,205 building permit applications (up from 2,106 in 2022 and a
record year)
• In 2023, City inspectors made 1,667 construction and safety-related inspections
associated with building permit activity (down from 1,759 in 2022).
• The Building Division “finaled” or completed 1,303 building permits (up from 1,279 in
2022 and a record year)
ITEM NUMBER: C-2
DATE: 03/26/24
ATTACHMENT: 2
Page 102 of 112
Page | 4 Annual Housing and General Plan Progress Report – 2023
3.3 Housing & Residential Growth
The California Census data estimates that the City’s population in 2023 is 29,684
residents, which is relatively stable from 2022 and remains slightly below the reported
2021 population. 2023 was a record year for building permit processing, issuance, and
final/completion. While housing production was less than in 2022, where we saw an
increase from the limited growth in 2020 due to COVID, 2023 has remained similar to
previous years in terms of housing growth. The City adopted an updated Housing Element
in late 2020 and began progress toward the 6th cycle Regional Housing Needs Allocation
(RHNA). The City has also commenced a citywide comprehensive General Plan Update
slated to be completed in late 2024.
The following table shows residential projects of significance under construction or
entitled in 2023, along with the number of affordable units in the project.
Major Residential (Development Review and/or Construction) Activity in 2023
Project Name Address Housing
Type
Number of
Units
(remaining
Entitlement)
Number of
Units
(Construction
or Finaled)
Number of
affordable
or
accessible
units
Grand Oaks
Micro-
Community
4711 El
Camino
Real
Detached
Single-
Family /
Live-work
4 units 10 finaled, 16
under
construction
3 deed
restricted,
27
affordable
by design
(moderate)
Emerald Court 2505 El
Camino
Real
Residential
Multifamily
11 units 1 very low
Emerald Ridge 2605 El
Camino
Real
Residential
Multifamily
172 units
36 finaled
0
Curbaril
Mixed-Use
8045
Curbaril
Avenue
Residential
Multifamily
53 units 53 low
Del Rio
Ridge/People’s
Self Help
Housing
2455 El
Camino
Real
Residential
Multifamily
42 units 42 very low
and low
Ten850 10850 El
Camino
Real
Attached
single-family
/ multi-family
75 (under
construction)
15 (potential
for more as
affordable
by design -
moderate)
ITEM NUMBER: C-2
DATE: 03/26/24
ATTACHMENT: 2
Page 103 of 112
Page | 5 Annual Housing and General Plan Progress Report – 2023
California
Manor II
10165 El
Camino
Real
Apartment 76 units
(under
construction)
75 deed
restricted
(67- low, 8 -
moderate),
1- moderate
manager
unit
La Moda
Downtown
Mixed-Use
5730 El
Camino
Real
Residential
Multifamily
9 units 9 3 deed
restricted (1-
very low, 2
low)
RHNA 2020-2028
State housing law requires that each municipality establish quantified objectives for their
fair share of regional housing needs by income group. Deed-restricted affordable housing
counts towards meeting the quantified objectives. The quantified objectives are for the
period of 2020-2028. The City adopted our 6th Cycle Housing Element with a RHNA of
843 total units. The City has made strides toward meeting its RHNA obligation in each
income category. Grant funding opportunities will be key to achieving the low and very-
low allocation.
Ext/Very
Low
Low Mod Mkt rate TOTAL
2020 5 4 36 45
2021 3 13 54 66 136
2022 11 29 13 53
2023 79 28 8 115
RHNA 207 131 151 354 843
2019 – 2020 Credits 5 4 36 45
Remaining Balance 204 81 32 195 449
3.4 Non-Residential Development
The following table shows significant non-residential permits ranked by project valuation
provided as a part of building permit issuance in 2023. La Plaza was completed in 2022
and continues to add significant commercial opportunities to the downtown core.
ITEM NUMBER: C-2
DATE: 03/26/24
ATTACHMENT: 2
Page 104 of 112
Page | 6 Annual Housing and General Plan Progress Report – 2023
2023 Non-Residential Building Permits Issued and Processing
Business Name Permit
Status Address Project Type Valuation
Arco Gas Station Finaled 9590 El Camino
Real
New Construction $ 1,026,593.61
Taco Bell Finaled in
early 2023
7835 El Camino
Real
New Construction $ 1,300,000
Sonic Under
Construction
4500 San Palo
Road
Conversion/ Major
Tenant
Improvement
$ 300,000
Coastal Pit Stop Under
Construction
1860 El Camino
Real
New Construction $ 979,607.88
Coast Hills Credit
Union
Under
Construction
8900 Pueblo
Avenue
Major Tenant
Improvement
$ 1,200,000
Stafford Mixed-
Use
Under
Construction
3710 El Camino
Real (3 buildings)
New Construction $ 2,122,824.50
Valley Fresh
Market
Under
Construction
1905 El Camino
Real
New Construction $ 2,500,000
Marketplace
Retail
Under
Construction
1905 El Camino
Real
New Construction $ 1,008,333.30
ITEM NUMBER: C-2
DATE: 03/26/24
ATTACHMENT: 2
Page 105 of 112
ITEM NUMBER: C-3
DATE: 03/26/24
Atascadero City Council ____________
Staff Report - City Manager
Consideration of Sales Tax Measure
RECOMMENDATIONS:
Council:
1. Direct staff to prepare a Draft Resolution and Ordinance for City Council
consideration at the June 11, 2024, meeting to place a ½-cent local sales tax
override measure on the November 2024 ballot.
2. Provide staff direction on what should be included in the Draft Ordinance.
REPORT-IN-BRIEF:
The maintenance, funding, and condition of the City’s infrastructure, particularly roads,
has been a top priority of the City Council for many years. Addressing critical
infrastructure needs was a strategic priority of the City Council for the 2013-2015 budget
cycle and Measure F-14, a one-half cent (0.5%) sales tax increase to fund infrastructure
repairs, was placed on the November 2014 ballot. The measure passed with over 58%
voter approval and went into effect in April 2015, generating approximately $3 million per
year. Although Measure F-14 is a general tax (meaning it can legally be used for a
general government purpose), the tax was intended to fund the City’s street repair,
maintenance, and rehabilitation projects.
The Measure F-14 funds are specifically earmarked for the improvements of
neighborhood roads and over 80 neighborhood roadway segment projects have been
completed since June 30, 2023. Without these funds it is unlikely any local road segments
would have been completed and very few collector road projects would have been
funded. Measure F-14 will sunset on March 31, 2027, unless renewed by voters. Should
a tax measure not be taken to voters to continue the 0.5% sales tax, there will be little to
no funding for the 26 neighborhood roadway segments contingently programmed after
April 2027, and it is anticipated that no additional neighborhood road projects would be
programmed or completed.
DISCUSSION:
Measure F-14
The City of Atascadero owns and maintains approximately 145 centerline miles of public
roadway. This extensive system is the backbone of housing, commerce, and recreation
within the community, and its repair and maintenance is a top priority. Funding the
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ITEM NUMBER: C-3
DATE: 03/26/24
needed maintenance, repair, and replacement of these roadways had been a concern for
the City of Atascadero since before incorporation. The City had some success in
procuring grants and other funding sources for roads and was able to slow the overall
deterioration of roads; however, the City continued to slip backward and was facing the
gradual nationwide reduction of general road funding and state and grant funding drying
up. In addition to the reduced availability of these past funding sources, state and federal
agencies began looking to local jurisdictions to contribute more for repairs to state routes
through their jurisdictions. Knowing that these factors had and would continue to increase
the speed at which are roads are deteriorating, the City Council began to look for
alternative solutions.
Leading into the 2013-2015 Budget Cycle, the City Council began investigating the
potential of a sales tax measure. Through education and outreach efforts, the Council
was able to receive input from and gauge citizen’s interest in a sales tax measure for
roads. There was strong community interest in a sales tax measure and as a result of
that interest, and to secure funding for infrastructure needs such as repair and
maintenance of neighborhood roads and other aging roadways, a sales tax measure was
placed on the November 2014 ballot. In November 2014, Atascadero voters approved
Sales Tax Measure F-14, increasing the City sales tax rate by one-half cent (0.5%).
These additional revenues, approximately $3 million annually, were earmarked for the
repair and maintenance of neighborhood roads and other roadways. A nine-member
Citizens Oversight Committee reviews revenues, expenditures, and the annual road
report detailing the receipt, expenditure, and projects funded for the previous fiscal year.
In addition to the Measure F-14 monies, the City also receives funding from Gas Tax, the
State’s Road Maintenance and Rehabilitation Program (commonly known as SB 1), as
well as federal/state grants. From sources other than Measure F-14, the City spends an
average of about $1.7 million each year in street repair, maintenance, and rehabilitation
projects. However, in preparation for Measure F-14, an analysis of the City’s streets and
their pavement condition index (PCI) demonstrated that, in order to just maintain existing
conditions, investment in street repair, maintenance, and rehabilitation should total more
than $4.8 million per year. The City has not done an updated analysis, but based on
current construction costs, it is estimated this amount would be even greater. While the
other funding sources are utilized by the City to conduct routine maintenance on City
roadways and maintain and improve arterial roadways, funds approved under Measure
F-14 are specifically earmarked for the improvements of neighborhood roads and other
roadways (classified as local and collector roads).
What does road “repairing and maintaining” mean? Road repair projects are typically
larger road projects that repair or rehabilitate the road to address a structural issue or
other deficiency in the road pavement. These projects may include cold in-place recycling,
hot-mix asphalt overlays and isolated, partial and/or full-depth road reconstruction. Road
maintenance projects are also typically large projects that are designed to preserve or
resurface those roads that are in good or fair condition (non-structural issues). These
projects may include asphalt crack sealing, chip sealing, slurry or micro-surfacing. In this
case, “repairing and maintaining” would not include routine maintenance such as isolated
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ITEM NUMBER: C-3
DATE: 03/26/24
pothole repair, shoulder maintenance, vegetation control, striping only projects, street
crew staffing costs or routine sign replacement. Nor would it typically include betterment
projects to significantly widen or increase the capacity of roads, bikeways, trails, or
sidewalks. However, drainage improvements and culvert pipe replacement work may be
included with repair and rehabilitation projects if a culvert pipe below the road pavement
fails and needs replacement. Drainage improvements will correct standing water on
pavement that creates safety issues for traveling motorists and decreases pavement life
and performance.
What does “neighborhood roads and other roadways” mean? All City roads are classified
into three categories—local, collectors, and arterials:
• Local roads typically only serve those lots directly fronting the road and not through
traffic. These would be considered neighborhood roads and include such roads
as Tunitas Avenue, Palomar Avenue, Nogales Avenue, and Carmelita Road.
• Collector roads funnel local traffic from neighborhood roads to arterial streets.
These roads would be considered “other roadways” and would include such roads
as Graves Creek Road, Dolores Avenue, and Capistrano Avenue.
• Arterial roads carry the largest amount of traffic and would also be considered
“other roadways”. Arterials include such roads as El Camino Real and Traffic Way.
Measure F-14 Success
Over the past nine years, the City has completed over 13 projects totaling $17.2 million
in neighborhood road repairs, with an additional $19.2 million committed towards
uncompleted projects. 80 neighborhood road segments equaling 52 centerline miles have
been addressed with the funds received from this measure and the overall pavement
condition index (PCI) in the City has raised by 2 points since the measure was passed.
This 2-point increase in PCI (47 to 49) is a significant improvement from the estimated 17
point decrease (PCI of 30) expected had Measure F-14 not passed. Furthermore, the
PCI was also expected to drop to 40 over this 10-year period (2014-2024) even with the
additional Measure F-14 funding, but the PCI has held relatively steady during this period.
This success is related to higher-than-expected Measure F-14 revenue, utilizing Critical
Point Management (CPM) for selecting road projects, value engineering during design,
and favorable bidding and construction management.
In 2015, a nine-member Citizens Oversight Committee was established and meets
annually to review revenues and expenditures from the collection of the Measure F-14
tax, reviews the Annual Road Report prepared by the City, and submits the Committee’s
findings and conclusions to the City Council. Additionally, the City produces and mails
to all properties in Atascadero an annual Community Road Report providing information
on Measure F-14, including where the revenues are being spent, projects completed
during the previous fiscal year, and those projects slated to be funded by Measure F-14
in the current fiscal year.
Measure F-14 will sunset on March 31, 2027. To keep the City’s PCI steady and address
the 26 roadway segment projects contingent upon funds generated by a sales tax
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ITEM NUMBER: C-3
DATE: 03/26/24
measure, and to have necessary funding for additional neighborhood road projects,
continuation of the 0.5% sales tax increase is necessary.
Sales Tax Measure Process
Because Measure F-14 will sunset, a new tax measure increase must be approved by
the voters to continue the collection of the current 0.5% sales tax increase. Regarding
increases to the sales tax rate, to make a change to any general tax rate, the change
must be approved by the voters. The City Council does not have the authority to raise
taxes, only to put a measure on the ballot. To place a tax measure on the November 5,
2024, ballot, it takes a 2/3 vote of the City Council (at least 4 members). If passed by the
Council and the electorate, the tax would be effective no sooner than the first day of the
first calendar quarter of 2027. Therefore, the tax would be effective no sooner than April
1, 2027, and would be a seamless transition from the Measure F-14 sunset to the
implementation of the new tax measure. To be clear, this measure would not be a 0.5%
sales tax on top of the current Measure F-14 0.5% sales tax—it would supplant Measure
F-14 once that measure sunsets.
Proposition 218, approved in 1996, now requires that all City tax election measures be
placed on the same election when City Council Members are selected unless a financial
emergency is declared. The next Council election is scheduled for November 5, 2024.
Subsequent Council elections are held every two years.
To place the local sales tax measure on the next ballot, the Council needs to act prior to
August 2024. In order to provide staff enough time to submit the proper paperwork and
related resolutions and ordinances a decision must be made at the
June 11, 2024, Council meeting.
Sales Tax Options
If the City Council decides to move forward with a sales tax measure, and in order to draft
the measure, decisions on the following key issues will need to be made:
• Amount of Increase
Staff recommends that the current one-half cent (0.5%) be continued as the local
sales tax override amount. Significant neighborhood roadway work has been
completed with the funds collected from Measure F-14 and more work remains in
the pipeline and waiting to be programmed upon approval of a new measure. Staff
believes that the City needs the 0.5% to continue to address neighborhood
roadway repair and maintenance and to maintain, and potentially incrementally
increase, the City’s overall PCI.
• Citizens Oversight Committee
Citizen committees can also be popular with the electorate. The City’s Measure F-
14 and Measure D-20 sales taxes have a Citizens Oversight Committee that
reviews, annually, how the funds are spent and reports to the Council and the
community annually on where the funds are spent. Staff is recommending the
continuation of a Citizens Oversight Committee.
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ITEM NUMBER: C-3
DATE: 03/26/24
• Annual Road Report
It is important that the public be able to see where the funds are being spent in
order to give assurance that they are being spent properly. Because the tax is a
general sales tax, any proceeds from the sales tax will have to be deposited into
the City’s general fund. Because of this, the revenues and expenditures from this
sales tax measure may be more difficult to discern in the large standard financial
reports that the City currently produces. For Measure F-14, the ordinance contains
language that states that the City shall produce an annual road report that shows
the fiscal year revenues from the tax, fiscal year expenditures of the tax, and any
remaining balances to be carried over into the next fiscal year. The report is
reviewed by the Citizen Oversight Committee and forwarded to the City Council
along with any findings or recommendations made by the Oversight Committee.
The report is also widely distributed to the public, through such means as the
website, mailers and/or other methods. Staff recommends the continuation of the
Annual Road Report.
• Advisory Measure
An advisory question is a type of ballot measure in which citizens vote on a non-
binding question. While this offers voters an opportunity to say how they would like
the additional revenues to be spent, the advisory measure is not legally binding on
the City. Advisory Measures were an industry trend in 2014 and their use has
fallen out of favor in subsequent election cycles. An Advisory Measure will
increase staff time as well as the cost of placing the measure on the ballot. Council
priorities include transparency and good fiscal management and, since an
Advisory Measure is not binding on the Council, the Council can and has
previously taken specific actions to ensure additional tax revenue is being spent
as the voters desired. For Measure F-14, Council directed and staff produces the
annual Community Roads Report, separately tracks and manages the tax
measure’s revenues and expenditures, and continues to provide public education
and outreach/promotion of the purpose and results of the tax measure’s revenues.
Bearing in mind increased costs, and Council’s commitment to transparency, good
fiscal management, and the intent to continue to use funds for road rehabilitation
and maintenance, staff does not recommend an Advisory Measure.
• Sunset Clause
Sunset clauses state that a tax measure ends or “sunsets” after a certain period of
time. They are particularly popular when the tax will be used for a project of limited
duration or to fund one-time expenditures. In this case, the need for the tax is an
ongoing need – repair and maintenance of the City’s roads and infrastructure.
Given the success of Measure F-14 and the need to continue maintaining and
potentially incrementally increasing the City’s overall PCI, it would not make sense
to project future tax revenues to program out the continued repair and maintenance
of neighborhood roads, only to have to abandon those future projects once the tax
measure sunsets. Because a sunset clause severely reduces future funding for
neighborhood roadway projects, needing to return to the voters time and again to
request renewal of an otherwise successfully programmed and managed tax
measure takes significant staff time and resources, and there are measurable
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ITEM NUMBER: C-3
DATE: 03/26/24
costs associated with placing a measure on the ballot, staff is not recommending
that a sunset clause be added to the measure.
As part of the process for placing a measure on the ballot, it is recommended that the City
invest in an educational and outreach program to engage citizens and businesses on the
success of Measure F-14, the ballot measure process, and the purpose and
implementation date of the new measure. Legally, the City is required to take a new sales
tax measure to the electorate and cannot simply “renew” Measure F-14. Since this would
appear on the ballot as a new measure (for example Measure X-24), which would begin
at the termination of Measure F-14 in April 2027, it is important for voters to understand
that this is not an additional 0.5% on top of what is currently being collected in Atascadero,
rather this will allow for a seamless continuation of the collection of the 0.5% approved
by voters in 2014.
Conclusion
The current sales tax increase, Measure F-14, has been used successfully since its
passage in 2014 to fund neighborhood roadway repair and maintenance projects on 36%
of the City’s maintained roadways. Measure F-14 will sunset on March 31, 2027. While
the City does have other funding sources for roadway projects, these sources are
constrained, programmed for those roadway projects not covered by Measure F-14, and
the City would not be able to use these other funding sources to supplement the loss of
Measure F-14 funds. A new sales tax measure is needed to continue the good work that
has been accomplished as a result of the passage of Measure F-14.
Council must decide whether there is enough interest to move forward in placing a
measure on the November ballot. If Council wants to move forward, Council should direct
staff to bring back an item at the June 11 meeting to provide ample time to gather and
submit all required documentation to the County. At the June 11 meeting, Council must
decide whether to ask the community if they want to continue with the current ½ cent on
taxable sales to be used to maintain neighborhood roads in the City. The Council will
never be voting on whether the sales tax should be continued; but rather whether the
voters should be given the opportunity to decide if continuing the additional ½ cent sales
tax is the right thing for the community.
If Council decides to move forward, the Council will also need to decide on:
• Should the amount remain at one-half cent (0.5%) per dollar of taxable sales
• Should an Advisory Measure be included?
• Should the measure include a sunset clause?
• Should the Citizens Oversight Committee be included in the ordinance?
• Should the requirement for an Annual Road Report be included in the ordinance?
• Should the City invest in an educational and outreach program?
• Are there other considerations that Council would like to see in the draft ordinance?
Because June 11 is the last day that Council can adopt the necessary resolutions and
ordinance, and Council has additional priorities that staff continues to work on, it is
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ITEM NUMBER: C-3
DATE: 03/26/24
important that Council give staff clear direction on what they expect to see in the
ordinance as there may not be time to come back at a later Council date.
FISCAL IMPACT:
The total cost of placing the measure on the ballot and engaging in an educational and
outreach program is estimated to be $45,000 of budgeted General Funds and would
involve staff time. If the Council later votes to put the tax measure on the ballot, the
proposed sales tax measure would generate an estimated $3 million annually in additional
revenue beginning April 2027.
ALTERNATIVES:
1. Council may not pursue an increase to the sales tax rate.
2. Council may ask staff for additional information.
Page 112 of 112