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HomeMy WebLinkAboutCSTOC_2025-02-13_Agenda Packet CITY OF ATASCADERO CSTOC and FINANCE COMMITTEE MEETING AGENDA HOW TO OBSERVE AND PARTICIPATE IN THE MEETING: To observe and/or participate in the Citizens’ Sales Tax Oversight (CSTOC) and Finance Committee Meeting, residents can attend the meeting and provide public comment in the Council Chamber at Atascadero City Hall. HOW TO SUBMIT PUBLIC COMMENT: Individuals who wish to provide public comment may attend the meeting in the Council Chambers at Atascadero City Hall. Individuals who wish to comment but not in-person may email public comments to cityclerk@atascadero.org. The comments will be forwarded to the CSTOC and Finance Committees, posted on the City’s website, and made a part of the administrative record. To ensure distribution to the CSTOC and Finance Committees prior to consideration of the agenda, the public is encouraged to submit comments no later than 10:00 a.m. the day of the meeting. 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. CSTOC and Finance Committee 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. All documents submitted by the public during public 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. 1 SPECIAL JOINT MEETING CITY OF ATASCADERO CITIZENS’ SALES TAX OVERSIGHT COMMITTEE1 AND FINANCE COMMITTEE AGENDA Thursday, February 13, 2025 Atascadero City Hall, Council Chambers, Fourth Floor 6500 Palma Avenue, Atascadero, California CALL TO ORDER: 3:30 P.M. ROLL CALL: APPROVAL OF AGENDA: PUBLIC COMMENT: (This portion of the meeting is reserved for persons wanting to address the Committees on any matter not on this agenda and over which the Committee has jurisdiction. Speakers are limited to three minutes. Please state your name for the record before making your presentation. The Committees may take action to direct staff to place a matter of business on a future agenda. A maximum of 30 minutes will be allowed for Public Comment, unless changed by the Committees. 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 Committees have commenced another item, the member should alert the Clerk within the 30 minute period of their desire to make a comment and the Committees will take up that comment upon completion of the item which was commenced). A. Oaths of Office 1. Administration of Oaths of Office ▪ Administration of Oath of Office to CSTOC Board Members: At Large Members; Natalie Harnett and Cate Norton, Group Members; Dick Avery (Atascadero Pickleball Club), Anton Kaul (Atascadero Little League), Vickie Rabourn (Atascadero Senior Center). 1 Established for the oversight of the 2014 Sales Tax Measure F-14 CSTOC and Finance Committee Special Joint Meeting: 3:30 P.M. 2 B. Management Report 1. 2024 Sales Tax Measure D-20 Annual Report ▪ Fiscal Impact: Distribution of the 2024 Measure D-20 Annual Report is estimated to cost about $5,000 in budgeted General Funds. ▪ Recommendation: Citizens’ Sales Tax Oversight Committee and Finance Committee review the 2024 Sales Tax Measure D-20 Annual Report and recommend adoption by Council for distribution to the community. ADJOURNMENT The CSTOC will adjourn to its next Regular Meeting on December 11, 2025, and the Finance Committee will adjourn to its next Special Meeting with a date yet to be determined. 3 CITY OF ATASCADERO CITIZENS’ SALES TAX OVERSIGHT COMMITTEE AND FINANCE COMMITTEE Item B1 Department: Administrative Services Date: 02/13/25 Placement: Management Report TO: CITIZENS’ SALES TAX OVERSIGHT COMMITTEE AND FINANCE COMMITTEE FROM: JERI RANGEL, DIRECTOR OF ADMINISTRATIVE SERVICES PREPARED BY: CINDY CHAVEZ, DEPUTY DIRECTOR OF ADMINISTRATIVE SERVICES SUBJECT: Sales Tax Measure D-20 Annual Report RECOMMENDATION: Citizens’ Sales Tax Oversight Committee and Finance Committee review the 2024 Sales Tax Measure D-20 Annual Report and recommend adoption by Council for distribution to the community. DISCUSSION: Sales Tax Measure D-20 is a General Fund “Essential Services Transaction and Use Tax” that increased the local sales tax rate in Atascadero by one percent to 8.75%. Atascadero voters passed Measure D-20 in November 2020 to generate revenue to fund many of the community’s and Council’s key priorities. Because Measure D-20 is a general tax, related revenues and expenditures are included in the City’s General Fund and the City’s annual audited financial statements. Transparency and accountability were an important part of the passing of Measure D-20. As such, Council requested that the Finance Committee and the Citizen Sales Tax Oversight Committee (CSTOC) annually review a D-20 Report along with the City’s annual audited Financial Statements at a publicized joint meeting. Fiscal year 2023-24 Measure D-20 revenue came in about $6.5 million, or $42,000 over the budgeted amount. This revenue total was $150,000 higher than the prior fiscal year and has continued to grow. Following is a graph of the three recent full years of Measure D-20 revenue. 4 02/11/25 | Item B1 | Staff Report As per City Council discussion prior to the passage of Measure D-20, because individual expenditures would be difficult to track, subject to assumptions and interpretation, and somewhat meaningless without the review of all general fund expenses, the annual Measure D- 20 report would focus on accomplishments and success of the programs/projects that were to be implemented with Measure D-20 funds. As part of the 2021-2023 and 2023-2025 Budget processes, key expenditures were identified that would help to successfully achieve the community’s goals for the Measure. Staffing and retention were among those top priorities for Measure D-20 revenues. Measure D- 20 has been instrumental to the City’s efforts to be more competitive with salaries. Due in large part to Measure D-20, all of the City’s employee groups have agreed to three-year Memorandums of Understanding. Citywide staffing vacancies are low, recruitments are resulting in a higher number of quality applicants, and positions are being filled much more quickly than they were prior to Measure D-20. Because the City is now more competitive, employee attraction and retention are more successful, leading to better service to the community. Focusing on Public Safety, Measure D-20 provided funding for much needed additional staffing. Four additional police officer positions and one additional public safety dispatcher position were included in the Police Department’s budget. In the Fire Department, one Battalion Chief and one firefighter (SAFER) position were funded. Funding also included positions for the Outreach for Underrepresented Residents (OUR) team, which includes two police officers, a County behavioral health clinician, and an outreach case manager. This team is part of the Countywide Community Action Team and is dedicated to assisting the community’s most vulnerable citizens. In 2024 alone, the team helped house 21 individuals, conserved 3 at-risk individuals, and responded to over 700 calls for service. By providing critical support and resources, the OUR Team enhances public safety, promotes community well-being, and ensures a cleaner, safer Atascadero for everyone. The Department has also been able to staff a Special Enforcement Team. This team focuses on $6,239,847 $6,354,899 $6,507,108 $6,100,000 $6,200,000 $6,300,000 $6,400,000 $6,500,000 $6,600,000 Measure D-20 Sales Tax Revenue 5 02/11/25 | Item B1 | Staff Report acute criminal issues that require additional follow-up beyond what the patrol officers have time to investigate. Measure D-20 revenues also funded additional replacement reserves for vehicles and equipment, replacement of the Police Department’s 911 Dispatch System, and some reserves for building maintenance and replacement. Adding to the vehicle reserves helped to fund a new Type III wildland fire engine and six new Police Department vehicles. The new wildland fire engine is shorter and smaller than the Type I structure fire engine. New state-of-the-art equipment allows firefighters to protect our community as well as our neighbors throughout the county and state. It is smaller than the structure fire engine, is four-wheel drive, and has enhanced maneuverability for going up steep driveways or narrow roads. It carries 500 gallons of water and can pump water while driving along the edge of a wildland fire. A new Type I structure fire engine has also been ordered and is expected to be placed in service in 2026. This state-of-the-art engine will provide more reliability and lower maintenance costs than the 20+ year-old engine it will replace. The Police Department has acquired six new patrol vehicles. These vehicles improve response times, increase officer visibility, and ensure reliable transportation for emergency calls. Upgraded with modern safety features and advanced technology, they help police officers patrol efficiently and effectively. This investment strengthens public safety, allowing officers to better protect residents, deter crime, and respond swiftly to emergencies. Camp cleanups and vegetation management continue to be other key focuses of Measure D-20 resources. During 2024, 48 tons of debris was removed from encampments, improving public spaces and the health of the community and its waterways. A significant priority for Measure D-20 is the replacement of Fire Station #1. The City has long recognized that Fire Station #1, built in 1952, is outdated and insufficient for current and future needs. Measure D-20 revenue is providing funds for a new 16,556 square foot Fire Station #1 and Emergency Operations Center at the same location as the existing station. It will have 3 apparatus bays, a separate workout room, upstairs living quarters, and a 900 square foot EOC complete with break-out rooms, audio/video capabilities, and storage for training and supplies. Fire Station #2, built in 1986, and the Police Station, in use since 1990, are also outdated, undersized, and insufficient for current public safety building standards. Fire Station #2 will increase in size by 850 square feet and will include all new living quarters, adding an additional bedroom, and creating a lobby and public restroom. All the safety items included at Fire Station #1 will also be addressed at Fire Sation #2 including a decontamination room, and spaces for turnout cleaning, storage, and physical fitness separate from the engine bay and diesel exhaust. 6 02/11/25 | Item B1 | Staff Report The Police Station is being renovated to address modern policing standards and maximize operational efficiencies. Essential elements of the renovations include roof repair/rehabilitation, heating, ventilation, and air conditioning (HVAC) upgrades, parking area security upgrades, refreshed interior finishes, restroom/locker room improvements, and upgraded and expanded detached 1,300 square foot public safety emergency dispatch building. Staff proposes to fund the bulk of these public safety facilities projects with bond funding. The debt service payments for these bonds will be paid for with Measure D-20 revenues. The non- financed portion of this project will be primarily funded with Measure D-20 revenues that the City has been putting away in Building Maintenance Reserves specifically for this project. Measure D-20 activity, along with activity of all of the other City funds, are included in the City’s financial statements that were audited by the independent accounting firm of Moss, Levy & Hartzheim. Moss, Levy & Hartzheim performed a full audit of the financial statements and found that the City presented fairly and accurately the City’s financial position, and that the reporting was in conformity with generally accepted accounting principles. The City’s fiscal year 2023-24 ended much better than expected. Expenditures came in at or under estimates in most funds and divisions. The audit report and related City Council staff report can be accessed by scanning the QR code below: The Measure D-20 Report includes information on the Measure and focuses on key accomplishments surrounding Public Safety. Staff recommends that the Citizens’ Sales Tax Oversight Committee and the Finance Committee review the 2024 Sales Tax Measure D-20 Annual Report and recommend adoption by Council for distribution to the community. The Report will also be made available at City Hall and on the City’s website. FISCAL IMPACT: Distribution of the 2024 Measure D-20 Annual Report is estimated to cost about $5,000 in budgeted General Funds. REVIEWED BY OTHERS: This item has been reviewed by the Administrative Services Director. ATTACHMENT: The draft Annual Sales Tax Measure D-20 Report will be presented at the meeting. 7