HomeMy WebLinkAboutCC_2017_11_28_Agenda Packet
CITY OF ATASCADERO
CITY COUNCIL
AGENDA
Tuesday, November 28, 2017
City Hall Council Chambers, 4th floor
6500 Palma Avenue, Atascadero, California
(Entrance on Lewis Ave.)
REGULAR SESSION – CALL TO ORDER: 6:00 P.M.
PLEDGE OF ALLEGIANCE: Council Member Sturtevant
ROLL CALL: Mayor O’Malley
Mayor Pro Tem Fonzi
Council Member Bourbeau
Council Member Moreno
Council Member Sturtevant
APPROVAL OF AGENDA: Roll Call
Recommendation: Council:
1. Approve this agenda; and
2. Waive the reading in full of all ordinances appearing on this agenda, and the titles
of the ordinances will be read aloud by the City Clerk at the first reading, after the
motion and before the City Council votes.
PRESENTATIONS: None.
City Council Regular Session: 6:00 P.M.
City Council Closed Session: Immediately following
adjournment of Regular
Session.
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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 Action Minutes – November 14, 2017
Recommendation: Council approve the City Council Draft Action Minutes of
the November 14, 2017, City Council meeting. [City Clerk]
2. October 2017 Accounts Payable and Payroll
Fiscal Impact: $3,574,291.89
Recommendation: Council approve certified City accounts payable, payroll
and payroll vendor checks for October 2017. [Administrative Services]
3. Amendment of Investment Policy to Allow Purchase of Supranational
Securities
Fiscal Impact: Anticipated increase in investment earnings of up to $50,000
per year.
Recommendation: Council adopt Draft Resolution amending the City of
Atascadero Investment Policy. [City Treasurer]
4. Appointment of Atascadero Tourism Business Improvement District
(ATBID) Board Member
Fiscal Impact: None.
Recommendation: Council appoint Daniel Brewer to the Atascadero Tourism
Business Improvement District Advisory Board, for a term ending June 30,
2018. [City Manager]
5. Enhanced 9-1-1 System Upgrades
Fiscal Impact: No net impact on the General Fund. General Fund
expenditures, in the amount of $218,000, will be reimbursed by the State of
California’s Emergency 9-1-1 Program.
Recommendations: Council:
1. Approve receipt of $218,000 in California 9-1-1 Emergency
Communications Office Funds to upgrade the Public Safety
Communications Center 9-1-1 system.
2. Authorize the Director of Administrative Services to appropriate $218,000
in California Emergency Communication Office Funds to upgrade the
Public Safety Communications Center 9-1-1 system.
3. Authorize the City Manager to execute a contract with Motorola Call Works
in the amount of $214,833 for the purchase of the Motorola Call Works
Enhanced 911 phone system. [Police Department]
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6. Community Facilities District 2005-1, Annexation No. 17 - Levy of Special
Taxes Authorization
Fiscal Impact: None.
Recommendation: Council adopt on second reading, by title only, the Draft
Ordinance, authorizing the levy of special taxes in Community Facilities
District 2005-1 for certain annexation territory identified as Annexation No. 17.
[Community Development]
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. 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 470-3400, or cityclerk@atascadero.org.)
B. PUBLIC HEARINGS:
1. Title 9 Planning and Zoning Text Amendments (PLN 2017-1650)
Fiscal Impact: No fiscal impact to the City is anticipated.
Recommendations: Council introduce for first reading, by title only, Draft
Ordinance amending Title 9, Zoning Regulations, of the Atascadero Municipal
Code.[Community Development]
C. MANAGEMENT REPORTS:
1. Housing and Community Development Parks Related Grant and Associated
Parks Projects Funding
Fiscal Impact: Appropriation of $505,000 in Parkland Facilities Fees Fund
reserves in fiscal year 2017/2018 and staff costs associated grant
administration and construction of the projects.
Recommendations: Council:
1. Authorize the Director of Administrative Services to appropriate $505,000
of Parkland Facilities Fees Funds for the Joy Playground Project.
2. Authorize the allocation of $355,706 in Housing Related Parks (HRP)
Grant funds toward Atascadero Lake Park Rehabilitation Projects.
3. Adopt Draft Resolution amending and restating Resolution No. 2017-002,
authorizing the City Manager to apply for and submit an application to
secure HRP Program Grant funds from the Department, to have all
applicable and necessary authorizations contained within these two
resolutions, without rescinding said adoption.
4. Authorizing the City Manager to accept a $355,706 Housing Related Parks
(HRP) Grant awarded to the City by the California Department of Housing
and Community Development. [Community Development]
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COUNCIL ANNOUNCEMENTS AND REPORTS: (On their own initiative, Council
Members may make a brief announcement or a brief report on their own activities. 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.)
D. COMMITTEE REPORTS: (The following represent standing committees.
Informative status reports will be given, as felt necessary):
Mayor O’Malley
1. City / Schools Committee
2. County Mayors Round Table
3. SLO Council of Governments (SLOCOG)
4. SLO Regional Transit Authority (RTA)
5. Integrated Waste Management Authority (IWMA)
6. Ad Hoc Animal Shelter Committee
Mayor Pro Tem Fonzi
1. Air Pollution Control District
2. Oversight Board for Successor Agency to the Community Redevelopment
Agency of Atascadero
3. SLO Local Agency Formation Commission (LAFCo)
4. City of Atascadero Design Review Committee
5. Atascadero Basin Ground Water Sustainability Agency (GSA)
6. Ad Hoc Animal Shelter Committee
Council Member Bourbeau
1. City of Atascadero Design Review Committee
2. Homeless Services Oversight Council
3. City of Atascadero Finance Committee
4. SLO County Water Resources Advisory Committee (WRAC)
Council Member Moreno
1. California Joint Powers Insurance Authority (CJPIA) Board
2. City of Atascadero Finance Committee (Chair)
3. Economic Vitality Corporation, Board of Directors (EVC)
Council Member Sturtevant
1. City / Schools Committee
2. League of California Cities – Council Liaison
E. INDIVIDUAL DETERMINATION AND / OR ACTION:
1. City Council
2. City Clerk
3. City Treasurer
4. City Attorney
5. City Manager
F. ADJOURN REGULAR MEETING TO CLOSED SESSION
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CITY COUNCIL CLOSED SESSION: Immediately following adjournment of Regular
Session.
1. CLOSED SESSION -- PUBLIC COMMENT
2. COUNCIL LEAVES CHAMBERS TO BEGIN CLOSED SESSION
3. CLOSED SESSION -- CALL TO ORDER
a. Conference with Legal Counsel – Existing Litigation
(Govt. Code Sec. 54956. 9(d)(1))
Application Filed by PG&E for Retirement of Diablo Canyon Power Plant
- California Public Utility Commission Application No. 16-08-006
4. CLOSED SESSION – ADJOURNMENT
5. COUNCIL RETURNS TO CHAMBERS
6. CLOSED SESSION – REPORT
Please note: Should anyone challenge any proposed development entitlement listed on this Agenda in court,
that person may be limited to raising those issues addressed at the public hearing described in this notice, or
in written correspondence delivered to the City Council at or prior to this public hearing. Correspondence
submitted at this public hearing will be distributed to the Council and available for review in the City Clerk's
office.
I, Amanda Muther, Deputy City Clerk of the City of Atascadero, declare under penalty of perjury that the foregoing agenda for the
November 28, 2017 Regular Session of the Atascadero City Council was posted on November 21, 2017, at the Atascadero City Hall,
6500 Palma Avenue, Atascadero, CA 93422 and was available for public review at that location.
Signed this 21st day of November 2017, at Atascadero, California.
Amanda Muther, Deputy City Clerk
City of Atascadero
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City of Atascadero
WELCOME TO THE ATASCADERO CITY COUNCIL MEETING
The City Council meets in regular session on the second and fourth Tuesday of each month at 6:00 p.m. Council
meetings will be held at the City Hall Council Chambers, 6500 Palma Avenue, Atascadero. Matters are considered
by the Council in the order of the printed Agenda. Regular Council meetings are televised live, audio recorded and
videotaped for future playback. Charter Communication customers may view the meetings on Charter Cable Channel
20 or via the City’s website at www.atascadero.org. Meetings are also broadcast on radio station KPRL AM 1230.
Contact the City Clerk for more information (470-3400).
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 during City Hall business hours at the Front
Counter of City Hall, 6500 Palma Avenue, Atascadero, and 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 C ouncil meetings that are either
read into the record or referred to in their statement will be noted in the minutes and available for review in the City
Clerk's office.
In compliance with the Americans with Disabilities Act, if you need special assistance to participate in a City
meeting or other services offered by this City, please contact the City Manager’s Office or the City Clerk’s Office,
both at (805) 470-3400. Notification at least 48 hours prior to the meeting or time when services are needed wil l
assist the City staff in assuring that reasonable arrangements can be made to provide accessibility to the meeting or
service.
TO SPEAK ON SUBJECTS NOT LISTED ON THE AGENDA
Under Agenda item, “COMMUNITY FORUM”, the Mayor will call for anyone from the audience having business with
the Council to approach the lectern and be recognized.
1. Give your name for the record (not required)
2. State the nature of your business.
3. All comments are limited to 3 minutes.
4. All comments should be made to the Mayor and Council.
5. No person shall be permitted to make slanderous, profane or negative personal remarks concerning any
other individual, absent or present
This is the time items not on the Agenda may be brought to the Council’s attention. A maximum of 30 minutes will
be allowed for Community Forum (unless changed by the Council). If you wish to use a computer presentation to
support your comments, you must notify the City Clerk 's office at least 24 hours prior to the meeting. Digital
presentations must be brought to the meeting on a USB drive or CD. You are required to submit to the City Clerk a
printed copy of your presentation for the record. Please check in with the City C lerk before the meeting begins to
announce your presence and turn in the printed copy.
TO SPEAK ON AGENDA ITEMS (from Title 2, Chapter 1 of the Atascadero Municipal Code)
Members of the audience may speak on any item on the agenda. The Mayor will ident ify the subject, staff will give
their report, and the Council will ask questions of staff. The Mayor will announce when the public comment period is
open and will request anyone interested to address the Council regarding the matter being considered to s tep up to
the lectern. If you wish to speak for, against or comment in any way:
1. You must approach the lectern and be recognized by the Mayor
2. Give your name (not required)
3. Make your statement
4. All comments should be made to the Mayor and Council
5. No person shall be permitted to make slanderous, profane or negative personal remarks concerning any
other individual, absent or present
6. All comments limited to 3 minutes
The Mayor will announce when the public comment period is closed, and thereafter, no further public comments will
be heard by the Council.
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ITEM NUMBER: A-1
DATE: 11/28/17
Atascadero City Council
November 14, 2017
Page 1 of 9
CITY OF ATASCADERO
CITY COUNCIL
DRAFT MINUTES
Tuesday, November 14, 2017
City Hall Council Chambers, 4th floor
6500 Palma Avenue, Atascadero, California
(Entrance on Lewis Ave.)
REGULAR SESSION – CALL TO ORDER: 6:00 P.M.
Mayor O’Malley called the meeting to order at 6:01 p.m. and Council Member Moreno
led the Pledge of Allegiance.
ROLL CALL:
Present: Council Members Bourbeau, Moreno, Sturtevant, Mayor Pro Tem
Fonzi and Mayor O’Malley.
Absent: None.
Staff Present: City Manager Rachelle Rickard, Administrative Services Director
Jeri Rangel, Public Works Director Nick DeBar, Police Chief Jerel
Haley, Community Development Director Phil Dunsmore, City
Attorney Brian Pierik and Deputy City Manager/City Clerk Lara
Christensen.
Successor Agency to the Community 5:00 P.M.
Redevelopment Agency of Atascadero
Closed Session:
City Council Regular Session: 6:00 P.M.
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ITEM NUMBER: A-1
DATE: 11/28/17
Atascadero City Council
November 14, 2017
Page 2 of 9
APPROVAL OF AGENDA:
MOTION: By Council Member Sturtevant and seconded by Mayor Pro
Tem Fonzi to:
1. Approve this agenda; and,
2. Waive the reading in full of all ordinances appearing on this
agenda, and the titles of the ordinances will be read aloud
by the City Clerk at the first reading, after the motion and
before the City Council votes.
Motion passed 5:0 by a roll-call vote.
PRESENTATIONS:
1. Proclamation proclaiming November 2017 National Hospice Palliative
Care Month
The City Council presented a Proclamation to Kris Kington-Barker, Executive Director of
Hospice SLO County.
2. Recycling and trash trend update
Bill Worrell, Integrated Waste Management Authority, gave a presentation to Council.
A. CONSENT CALENDAR:
2. September 2017 Accounts Payable and Payroll
Fiscal Impact: $3,153,100.44
Recommendation: Council approve certified City accounts payable, payroll
and payroll vendor checks for September 2017. [Administrative Services]
5. Downtown Watershed Plan - Professional Services Award
Fiscal Impact: $45,000.00
Recommendations: Council:
1. Authorize the City Manager to execute a contract with Rick Engineering
to provide professional services for the Downtown Watershed Plan for
$39,888.
2. Authorize the Director of Administrative Services to appropriate an
additional $15,000 from the General Fund toward the Downtown
Watershed Management Plan for a revised total budget of $45,000.
[Public Works]
Council Member Moreno removed Agenda Item #A-1, Council Member Bourbeau
removed Agenda Item #A-3, staff removed Agenda Item #A-4, and Mayor O’Malley
removed Agenda Item #A-6 from the Consent Calendar for separate vote and
discussion.
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ITEM NUMBER: A-1
DATE: 11/28/17
Atascadero City Council
November 14, 2017
Page 3 of 9
MOTION: By Council Member Bourbeau and seconded by Mayor Pro Tem
Fonzi to approve Consent Calendar Items #A-2 and #A-5. (#A-5:
Contract No. 2017-020)
Motion passed 5:0 by a roll-call vote.
1. City Council Draft Action Minutes – October 24, 2017 and October 30,
2017
Recommendation: Council approve the City Council Draft Action Minutes of
the October 24, 2017, and the October 30, 2017 City Council meetings.
[City Clerk]
Council Members Moreno and Bourbeau requested that the failed motion from the
October 30, 2017 Special Meeting be added to the Minutes. Council Member Moreno
read the failed motion and vote into the record:
On motion by Mayor O’Malley, seconded by Council Member Moreno to direct the City
Manager to (1) communicate to the County the issues brought up by the City Council at
the 10/30 Special Meeting regarding both the construction and financing costs for the
shelter and animal field services provided by the County and (2) report back to the
Council at the December 12, 2017 Council Meeting to allow the Council the opportunity
to decide to either opt-out or remain a party to the February 2017 Agreement for
Allocation of Construction and Financing Costs for an Animal Services Shelter prior to
the end of the year.
On a roll call vote, the motion failed 2:3. O’Malley and Moreno voted “Yes”. Fonzi,
Bourbeau, and Sturtevant voted “No”.
PUBLIC COMMENT:
The following citizens spoke on this item: None.
MOTION: By Council Member Moreno and seconded by Council Member
Sturtevant to approve the Draft Action Minutes of the October 24,
2017 Meeting as presented and the October 30, 2017 Special City
Council Meeting as corrected.
Motion passed 5:0 by a roll-call vote.
3. September 2017 Investment Report
Fiscal Impact: None.
Recommendation: Council receive and file the City Treasurer’s report for
quarter ending September 2017. [Administrative Services]
Council Member Bourbeau identified an error on Page 9 of 13 of the Investment Report.
Under “Funds Managed by Fiscal Agent” the top Market Value was incorrectly reflected
as $1,414,494.
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ITEM NUMBER: A-1
DATE: 11/28/17
Atascadero City Council
November 14, 2017
Page 4 of 9
PUBLIC COMMENT:
The following citizens spoke on this item: None.
MOTION: By Council Member Bourbeau and seconded by Council Member
Moreno to receive and file the City Treasurer’s report as
amended:
Under “Funds Managed by Fiscal Agent” the top Market Value
column figure is $2,021,295 and Unrealized Gain / (Loss) column
figure is (893).
Motion passed 5:0 by a roll-call vote.
4. Purchase Tax- Defaulted Properties on East Mall - (APN 029-347-020 &
APN 029-347-033)
Fiscal Impact: $116,000.00
Recommendation: Council authorize the City Manager to execute a
purchase agreement for tax defaulted properties, APN 029-347-020 (5901
East Mall), in the amount of $84,300 and APN 029-347-033 (vacant parcel
on East Mall), in the amount of $31,700 from the County of San Luis
Obispo. [City Manager]
Deputy City Manager/City Clerk Christensen noted that the item, as presented in the
Agenda Packet, recommended the City Council authorize the City Manager to execute a
purchase agreement for tax defaulted properties. She noted that as part of the purchase
agreement the Draft Resolution, included as Attachment 2 to the report, would also need
to be adopted by the Council.
PUBLIC COMMENT:
The following citizens spoke on this item: None.
Mayor O’Malley closed the Public Comment period.
MOTION: By Council Member Bourbeau and seconded by Mayor Pro Tem
Fonzi to:
1. Authorize the City Manager to execute a purchase agreement
for tax defaulted properties, APN 029-347-020 (5901 East Mall),
in the amount of $84,300 and APN 029-347-033 (vacant parcel
on East Mall), in the amount of $31,700 from the Count y of San
Luis Obispo.
2. Adopt Draft Resolution approving the purchase of tax
defaulted properties, APN 029-347-020 (5901 East Mall), in the
amount of $84,300 and APN 029-347-033 (vacant parcel on
East Mall), in the amount of $31,700 from the County of San
Luis Obispo.
Motion passed 5:0 by a roll-call vote. (#1: Contract No. 2017-019,
#2: Resolution No. 2017-063)
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ITEM NUMBER: A-1
DATE: 11/28/17
Atascadero City Council
November 14, 2017
Page 5 of 9
6. El Camino Real Downtown Traffic Calming and Corridor Plan -
Professional Services Award
Fiscal Impact: $100,000.00
Recommendations: Council:
1. Authorize the City Manager to execute a contract with KTUA to provide
professional services for the El Camino Real Downtown Traffic Calming
and Corridor Plan for $78,570.
2. Authorize the Director of Administrative Services to appropriate an
additional $25,000 from the Circulation System Fees Fund toward the
El Camino Real Downtown Traffic Calming and Corridor Plan for a total
revised budget of $100,000. [Public Works]
Public Works Director DeBar gave a brief report and answered question from the
Council.
PUBLIC COMMENT:
The following citizens spoke on this item: None.
MOTION: By Council Member Sturtevant and seconded by Mayor Pro Tem
Fonzi to:
1. Authorize the City Manager to execute a contract with KTUA to
provide professional services for the El Camino Real
Downtown Traffic Calming and Corridor Plan for $78,570.
2. Authorize the Director of Administrative Services to
appropriate an additional $25,000 from the Circulation System
Fees Fund toward the El Camino Real Downtown Traffic
Calming and Corridor Plan for a total revised budget of
$100,000.
Motion passed 5:0 by a roll-call vote. (#1: Contract No. 2017-021)
UPDATES FROM THE CITY MANAGER:
City Manager Rachelle Rickard gave an update on projects and issues within the City.
COMMUNITY FORUM:
The following citizens spoke during Community Forum: Susan Funk and John Bartel
(Exhibit A).
Mayor O’Malley closed the COMMUNITY FORUM period.
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ITEM NUMBER: A-1
DATE: 11/28/17
Atascadero City Council
November 14, 2017
Page 6 of 9
B. PUBLIC HEARINGS:
1. Annexation of Cerro Roble Development into Community Facilities
District 2005-1, Annexation No. 17 (11955 & 11975 Viejo Camino: Tract
3078)
Fiscal Impact: None.
Recommendations: Council:
1. Conduct the public hearing for the proposed annexation.
2. Adopt Draft Resolution A, authorizing the territory identified in City
Council Resolution 2017-061, to be annexed into Community Facilities
District No. 2005-1, authorizing the levy of a special tax and submitting
the levy of a special tax to qualified electors.
3. Direct the City Clerk to conduct a landowner vote of annexation and
collect and count the ballots.
Council to recess until ballots are counted
4. Adopt Draft Resolution B, declaring the results of a special annexation
landowner election, determining the validity of prior proceedings and
directing the recording of an amendment to the notice of special tax
lien.
5. Introduce for first reading, by title only, Draft Ordinance A, authorizing
the levy of special taxes in Community Facilities District 2005-1 for
certain annexation territory identified as Annexation No. 17.
[Community Development]
Community Development Director Dunsmore gave the presentation and answered
questions from the Council.
PUBLIC COMMENT:
The following citizens spoke on this item: None.
Mayor O’Malley closed the Public Comment period.
MOTION: By Council Member Sturtevant and seconded by Mayor Pro
Tem Fonzi to:
1. Adopt Draft Resolution A, authorizing the territory identified
in City Council Resolution 2017-061, to be annexed into
Community Facilities District No. 2005-1, authorizing the
levy of a special tax and submitting the levy of a special tax
to qualified electors.
2. Direct the City Clerk to conduct a landowner vote of
annexation and collect and count the ballots.
Motion passed 5:0 by a roll-call vote. (Resolution No. 2017-064)
Deputy City Manager/City Clerk Christensen announced that eleven votes (one ballot)
were received and were all in favor.
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DATE: 11/28/17
Atascadero City Council
November 14, 2017
Page 7 of 9
MOTION: By Council Member Moreno and seconded by Council Member
Bourbeau to:
1. Adopt Draft Resolution B, declaring the results of a special
annexation landowner election, determining the validity of
prior proceedings and directing the recording of an
amendment to the notice of special tax lien.
2. Introduce for first reading, by title only, Draft Ordinance A,
authorizing the levy of special taxes in Community
Facilities District 2005-1 for certain annexation territory
identified as Annexation No. 17.
Deputy City Manager/City Clerk Christensen read the title of the Ordinance:
AN ORDINANCE OF THE CITY COUNCIL
OF THE CITY OF ATASCADERO, CALIFORNIA, AUTHORIZING THE LEVY OF
SPECIAL TAXES IN COMMUNITY FACILITIES DISTRICT NO. 2005 -1 (PUBLIC
SERVICES), INCLUDING CERTAIN ANNEXATION TERRITORY
Motion passed 5:0 by a roll-call vote. (Resolution No. 2017-065)
C. MANAGEMENT REPORTS:
1. Sale of Chicago Grade
Fiscal Impact: None. City revenues from landfill tipping fees will not be
affected by the sale.
Recommendation: Council authorize the City Manager to send a letter to
Chicago Grade Landfill, Inc. providing written consent from the City of
Atascadero for the sale of Chicago Grade Landfill to Allos. [City Manager]
Deputy City Manager Christensen gave the presentation and answered questions from
the Council. Mike Hoover, representing Chicago Grade Landfill, Inc., and Mike Giancola,
representing Allos Environmental, Inc., also answered questions from the Council.
PUBLIC COMMENT:
The following citizens spoke on this item: Susan Funk.
Mayor O’Malley closed the Public Comment period.
MOTION: By Mayor Pro Tem Fonzi and seconded by Mayor O’Malley to
authorize the City Manager to send a letter to Chicago Grade
Landfill, Inc. providing written consent from the City of
Atascadero for the sale of Chicago Grade Landfill to Allos
Environmental, Inc.
Motion passed 5:0 by a roll-call vote.
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ITEM NUMBER: A-1
DATE: 11/28/17
Atascadero City Council
November 14, 2017
Page 8 of 9
Mayor O’Malley recessed the meeting at 7:44 p.m.
Mayor O’Malley reconvened the meeting with all present at 7:54 p.m.
2. Solid Waste Collection
Fiscal Impact: Renegotiating the current contract and the RFP/RFQ
process will both require staff time. The RFP/RFQ process could take 12
to 18 months to complete, incurring substantial staff time, and consultant
fees up to $150,000.
Recommendation: Council discuss and provide staff direction on a future
solid waste collection agreement. [City Manager]
Deputy City Manager Christensen gave the presentation and answered questions from
the Council. City Manager Rickard, Public Works Director DeBar and Bill Worrell, IWMA,
also answered questions from the Council.
PUBLIC COMMENT:
The following citizens spoke on this item: Wayne Haul, Liz Gomez (Exhibit B), Leonard
Sutherland.
Mayor O’Malley closed the Public Comment period.
MOTION: By Council Member Sturtevant and seconded by Council Member
Moreno to direct staff to renegotiate the solid waste collection
agreement with the current provider, Atascadero Waste
Alternatives for a contract extension with new terms and
conditions.
Motion passed 3:2 by a roll-call vote. Bourbeau and Fonzi voted
“No”.
Mayor O’Malley recessed the meeting at 9:56 p.m.
Mayor O’Malley reconvened the meeting with all present at 10:06 p.m.
COUNCIL ANNOUNCEMENTS AND REPORTS:
1. Mayor O’Malley
Mayor O’Malley will discuss recent action taken by the County of San Luis
Obispo Board of Supervisors regarding animal services. After discussion by
the Council on this item, the Council may give direction.
Mayor O’Malley distributed a handout to the Council on the c oncerns/desires expressed
by the City Council at the October 30, 2017 Meeting (Exhibit C). Deputy City
Manager/City Clerk Christensen read the handout into the record and the Council
discussed and confirmed the information listed in the handout.
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ITEM NUMBER: A-1
DATE: 11/28/17
Atascadero City Council
November 14, 2017
Page 9 of 9
Following Mayor O’Malley’s discussion, Mayor O’Malley revised the ad hoc Animal
Shelter Committee representatives and appointed himself and Mayor Pro Tem Fonzi to
the ad hoc committee.
D. COMMITTEE REPORTS:
The following Council Members gave brief update reports on their committees since their
last Council meeting:
Council Member Bourbeau
1. Homeless Services Oversight Council
E. INDIVIDUAL DETERMINATION AND / OR ACTION: None.
F. ADJOURN
Mayor O’Malley adjourned the meeting at 10:41 p.m.
MINUTES PREPARED BY:
______________________________________
Lara K. Christensen
Deputy City Manager / City Clerk
The following exhibit is available for review in the City Clerk’s office:
Exhibit A – Letter to Council provided by John Bartel
Exhibit B – PowerPoint presentation by Waste Management given by Liz Gomez
Exhibit C – Animal Shelter and Services Concerns/Desires handout provided by Mayor O’Malley
APPROVED:
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ITEM NUMBER: A-2
DATE: 11/28/17
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Check
Number
Check
Date Vendor Description Amount
City of Atascadero
Disbursement Listing
For the Month of October 2017
154419 10/04/2017 ALLSTATE WORKPLACE DIVISION 2,133.31Payroll Vendor Payment
154421 10/04/2017 ANTHEM BLUE CROSS HEALTH 154,499.04Payroll Vendor Payment
154422 10/04/2017 LINCOLN NATIONAL LIFE INS CO 1,506.21Payroll Vendor Payment
154423 10/04/2017 MEDICAL EYE SERVICES 1,740.36Payroll Vendor Payment
154424 10/04/2017 PREFERRED BENEFITS INSURANCE 9,313.30Payroll Vendor Payment
154425 10/05/2017 ATASCADERO MID MGRS ORG UNION 40.00Payroll Vendor Payment
154426 10/05/2017 ATASCADERO POLICE OFFICERS 1,346.25Payroll Vendor Payment
154427 10/05/2017 ATASCADERO PROF. FIREFIGHTERS 1,038.60Payroll Vendor Payment
154428 10/05/2017 MASS MUTUAL WORKPLACE SOLUTION 19,850.50Payroll Vendor Payment
154429 10/05/2017 NATIONWIDE RETIREMENT SOLUTION 969.53Payroll Vendor Payment
154430 10/05/2017 NAVIA BENEFIT SOLUTIONS 1,119.22Payroll Vendor Payment
154431 10/05/2017 SEIU LOCAL 620 942.04Payroll Vendor Payment
154432 10/05/2017 VANTAGEPOINT TRNSFR AGT 106099 337.31Payroll Vendor Payment
154433 10/05/2017 VANTAGEPOINT TRNSFR AGT 304633 6,090.81Payroll Vendor Payment
2727 10/06/2017 STATE DISBURSEMENT UNIT 335.08Payroll Vendor Payment
2728 10/06/2017 HEALTHEQUITY, INC. 11,007.97Payroll Vendor Payment
2729 10/06/2017 CALIF PUBLIC EMPLOYEES RETIREMENT SYSTEM 22,498.73Payroll Vendor Payment
2730 10/06/2017 CALIF PUBLIC EMPLOYEES RETIREMENT SYSTEM 37,019.99Payroll Vendor Payment
2731 10/06/2017 CALIF PUBLIC EMPLOYEES RETIREMENT SYSTEM 676.41Payroll Vendor Payment
2732 10/06/2017 CALIF PUBLIC EMPLOYEES RETIREMENT SYSTEM 1,827.15Payroll Vendor Payment
2733 10/06/2017 CALIF PUBLIC EMPLOYEES RETIREMENT SYSTEM 2,460.41Payroll Vendor Payment
2734 10/06/2017 CALIF PUBLIC EMPLOYEES RETIREMENT SYSTEM 2,598.36Payroll Vendor Payment
2735 10/06/2017 CALIF PUBLIC EMPLOYEES RETIREMENT SYSTEM 4,405.06Payroll Vendor Payment
2736 10/06/2017 CALIF PUBLIC EMPLOYEES RETIREMENT SYSTEM 7,400.58Payroll Vendor Payment
2737 10/10/2017 RABOBANK, N.A. 75,732.39Payroll Vendor Payment
2738 10/10/2017 EMPLOYMENT DEV DEPARTMENT 21,952.95Payroll Vendor Payment
2739 10/10/2017 EMPLOYMENT DEV. DEPARTMENT 2,815.47Payroll Vendor Payment
154434 10/13/2017 ACTIVE NETWORK, LLC 49.78Accounts Payable Check
154435 10/13/2017 AGM CALIFORNIA, INC. 500.00Accounts Payable Check
154436 10/13/2017 ALLIANCE READY MIX, INC. 533.89Accounts Payable Check
154437 10/13/2017 ALLIANT INSURANCE SERVICES INC 173.00Accounts Payable Check
154438 10/13/2017 ALLSTAR FIRE EQUIPMENT, INC. 4,536.28Accounts Payable Check
154439 10/13/2017 ALTHOUSE & MEADE, INC. 760.00Accounts Payable Check
154440 10/13/2017 AMERICAN MARBORG 107.20Accounts Payable Check
154441 10/13/2017 AMERICAN WEST TIRE & AUTO INC 560.59Accounts Payable Check
154442 10/13/2017 ASSOCIATED TRAFFIC SAFETY 233.03Accounts Payable Check
154443 10/13/2017 AT&T 374.26Accounts Payable Check
ITEM NUMBER: A-2
DATE: 11/28/17
ATTACHMENT: 1
17 of 137
Check
Number
Check
Date Vendor Description Amount
City of Atascadero
Disbursement Listing
For the Month of October 2017
154444 10/13/2017 AT&T 32.96Accounts Payable Check
154445 10/13/2017 ATASCADERO 76 60.06Accounts Payable Check
154447 10/13/2017 ATASCADERO MUTUAL WATER CO. 25,976.35Accounts Payable Check
154448 10/13/2017 ATASCADERO PICKLEBALL CLUB 122.70Accounts Payable Check
154449 10/13/2017 BAKER, DONELSON 1,234.00Accounts Payable Check
154450 10/13/2017 BAKERSFIELD CITY COLLEGE 120.00Accounts Payable Check
154451 10/13/2017 BAKERSFIELD CITY COLLEGE 120.00Accounts Payable Check
154452 10/13/2017 BAKERSFIELD CITY COLLEGE 100.00Accounts Payable Check
154453 10/13/2017 TERRIE BANISH 76.51Accounts Payable Check
154454 10/13/2017 KEITH R. BERGHER 146.25Accounts Payable Check
154455 10/13/2017 BORJON AUTO CENTER 233.93Accounts Payable Check
154456 10/13/2017 BOUND TREE MEDICAL, LLC 159.20Accounts Payable Check
154457 10/13/2017 SHIRLEY R. BRUTON 222.30Accounts Payable Check
154458 10/13/2017 BURKE,WILLIAMS, & SORENSON LLP 42,609.77Accounts Payable Check
154459 10/13/2017 BURT INDUSTRIAL SUPPLY 1,177.78Accounts Payable Check
154460 10/13/2017 CA BUILDING STANDARDS COMM. 144.90Accounts Payable Check
154461 10/13/2017 CA CODE CHECK, INC. 8,177.06Accounts Payable Check
154462 10/13/2017 CALLBACK STAFFING SOLUTION,LLC 66.47Accounts Payable Check
154463 10/13/2017 CALPORTLAND CONSTRUCTION 411,038.92Accounts Payable Check
154464 10/13/2017 CHARTER COMMUNICATIONS 291.85Accounts Payable Check
154465 10/13/2017 CHEVRON & TEXACO BUS. CARD 759.60Accounts Payable Check
154466 10/13/2017 CITIG, INC. 437.50Accounts Payable Check
154467 10/13/2017 CLEVER CONCEPTS, INC. 150.00Accounts Payable Check
154468 10/13/2017 COAST ELECTRONICS 774.59Accounts Payable Check
154469 10/13/2017 COASTAL COPY, LP 322.17Accounts Payable Check
154470 10/13/2017 COASTAL REPROGRAPHIC SERVICES 559.88Accounts Payable Check
154471 10/13/2017 MIGUEL A. CORDERO 46.00Accounts Payable Check
154472 10/13/2017 CRYSTAL SPRINGS WATER 135.20Accounts Payable Check
154473 10/13/2017 CULLIGAN/CENTRAL COAST WTR TRT 70.00Accounts Payable Check
154474 10/13/2017 NICHOLAS DEBAR 300.00Accounts Payable Check
154475 10/13/2017 DELTA LIQUID ENERGY 350.71Accounts Payable Check
154476 10/13/2017 DEPARTMENT OF CONSERVATION 614.88Accounts Payable Check
154477 10/13/2017 DEPARTMENT OF JUSTICE 302.00Accounts Payable Check
154478 10/13/2017 DIVISION OF STATE ARCHITECT 37.50Accounts Payable Check
154479 10/13/2017 DOCUTEAM 128.25Accounts Payable Check
154480 10/13/2017 DOOLEY ENTERPRISES INC 1,391.75Accounts Payable Check
154481 10/13/2017 PHILIP DUNSMORE 300.00Accounts Payable Check
154482 10/13/2017 EARTH SYSTEMS PACIFIC 25,549.61Accounts Payable Check
154483 10/13/2017 ECONOMIC VITALITY CORPORATION 10,000.00Accounts Payable Check
154484 10/13/2017 FARM SUPPLY COMPANY 42.69Accounts Payable Check
ITEM NUMBER: A-2
DATE: 11/28/17
ATTACHMENT: 1
18 of 137
Check
Number
Check
Date Vendor Description Amount
City of Atascadero
Disbursement Listing
For the Month of October 2017
154485 10/13/2017 FASTENAL COMPANY 132.59Accounts Payable Check
154486 10/13/2017 FGL ENVIRONMENTAL 1,606.00Accounts Payable Check
154487 10/13/2017 BRYAN FINDLAY 10,018.26Accounts Payable Check
154488 10/13/2017 BRYAN FINDLAY 40.00Accounts Payable Check
154489 10/13/2017 GAS COMPANY 93.25Accounts Payable Check
154490 10/13/2017 GEM AUTO PARTS 33.37Accounts Payable Check
154491 10/13/2017 GILBERT'S LANDSCAPES 632.91Accounts Payable Check
154492 10/13/2017 ERIC J. GOBLER, PE 625.00Accounts Payable Check
154493 10/13/2017 GRANITE CONSTRUCTION, INC. 1,165,112.68Accounts Payable Check
154494 10/13/2017 BRADLEY A. HACKLEMAN 558.00Accounts Payable Check
154495 10/13/2017 HANLEY AND FLEISHMAN, LLP 2,090.50Accounts Payable Check
154496 10/13/2017 HART IMPRESSIONS PRINTING 145.79Accounts Payable Check
154497 10/13/2017 HUSH-HARBOR ARTISAN BAKERY 202.15Accounts Payable Check
154498 10/13/2017 HYPERTEC DIRECT 362.54Accounts Payable Check
154499 10/13/2017 EVELYN R. INGRAM 182.00Accounts Payable Check
154500 10/13/2017 IRON MOUNTAIN RECORDS MGMNT 83.60Accounts Payable Check
154501 10/13/2017 J & S STRIPING COMPANY, INC. 48,457.10Accounts Payable Check
154502 10/13/2017 JB DEWAR INC 228.37Accounts Payable Check
154503 10/13/2017 JIFFY LUBE 59.56Accounts Payable Check
154504 10/13/2017 JK'S UNLIMITED 8,903.22Accounts Payable Check
154505 10/13/2017 K PENCE CONSULTING 6,210.00Accounts Payable Check
154506 10/13/2017 LIFE ASSIST, INC. 1,033.85Accounts Payable Check
154507 10/13/2017 CRAIG C. LOWRIE 115.00Accounts Payable Check
154508 10/13/2017 MADRONE LANDSCAPES, INC. 184.80Accounts Payable Check
154509 10/13/2017 JAMES MASSEY 10.00Accounts Payable Check
154510 10/13/2017 SAMUEL HENRY MCMILLAN, JR. 138.00Accounts Payable Check
154511 10/13/2017 SAMUEL H. MCMILLAN, SR. 46.00Accounts Payable Check
154512 10/13/2017 MEDPOST URGENT CARE-PASO ROBLE 440.00Accounts Payable Check
154513 10/13/2017 MID-COAST MOWER & SAW, INC. 156.72Accounts Payable Check
154514 10/13/2017 MINER'S ACE HARDWARE 219.20Accounts Payable Check
154515 10/13/2017 MISSION UNIFORM SERVICE 600.82Accounts Payable Check
154516 10/13/2017 REON C MONSON 228.00Accounts Payable Check
154517 10/13/2017 RICKY D. MONTIJO 150.00Accounts Payable Check
154518 10/13/2017 MV TRANSPORTATION, INC. 11,531.00Accounts Payable Check
154519 10/13/2017 KELLYE R. NETZ 128.00Accounts Payable Check
154520 10/13/2017 NORTH COAST ENGINEERING INC. 18,744.05Accounts Payable Check
154521 10/13/2017 OFFICE DEPOT INC. 367.31Accounts Payable Check
154522 10/13/2017 ONTRAC 5.35Accounts Payable Check
154523 10/13/2017 O'REILLY AUTOMOTIVE, INC. 154.97Accounts Payable Check
154526 10/13/2017 PACIFIC GAS AND ELECTRIC 59,827.80Accounts Payable Check
ITEM NUMBER: A-2
DATE: 11/28/17
ATTACHMENT: 1
19 of 137
Check
Number
Check
Date Vendor Description Amount
City of Atascadero
Disbursement Listing
For the Month of October 2017
154527 10/13/2017 PASO ROBLES SAFE & LOCK, INC. 195.00Accounts Payable Check
154528 10/13/2017 PC MECHANICAL, INC. 18,833.24Accounts Payable Check
154529 10/13/2017 ROBIN K. PENDLEY 160.00Accounts Payable Check
154530 10/13/2017 PERRY'S PARCEL & GIFT 87.29Accounts Payable Check
154531 10/13/2017 PETERSON U-CART 232.74Accounts Payable Check
154532 10/13/2017 TOM PETERSON 408.00Accounts Payable Check
154533 10/13/2017 PETTY CASH-FIRE DEPARTMENT 34.50Accounts Payable Check
154534 10/13/2017 MORGAN PHILLIPS 115.00Accounts Payable Check
154535 10/13/2017 PROCARE JANITORIAL SUPPLY,INC. 841.57Accounts Payable Check
154536 10/13/2017 PRW STEEL SUPPLY, INC. 624.95Accounts Payable Check
154537 10/13/2017 QUALITY CODE PUBLISHING 2,346.45Accounts Payable Check
154538 10/13/2017 QUINCY ENGINEERING, INC. 48,242.34Accounts Payable Check
154539 10/13/2017 QUINN RENTAL SERVICES 1,517.40Accounts Payable Check
154540 10/13/2017 RAIN FOR RENT BAKERSFIELD 7,403.72Accounts Payable Check
154541 10/13/2017 RANGE MASTER 1,443.85Accounts Payable Check
154542 10/13/2017 JERI RANGEL 300.00Accounts Payable Check
154543 10/13/2017 RICK ENGINEERING COMPANY 57,045.03Accounts Payable Check
154544 10/13/2017 RACHELLE RICKARD 627.00Accounts Payable Check
154545 10/13/2017 ROB DAVIS CONSTRUCTION 4,230.00Accounts Payable Check
154546 10/13/2017 MICHELLE R. ROGERS 336.00Accounts Payable Check
154547 10/13/2017 S. LOMBARDI & ASSOCIATES 3,700.00Accounts Payable Check
154548 10/13/2017 SAFETY DRIVERS ED., LLC. 54.60Accounts Payable Check
154549 10/13/2017 SAN LUIS POWERHOUSE, INC. 270.00Accounts Payable Check
154550 10/13/2017 SANCON TECHNOLOGIES, INC. 9,000.00Accounts Payable Check
154551 10/13/2017 STEVE SANDEFFER 243.00Accounts Payable Check
154552 10/13/2017 SHELL 62.99Accounts Payable Check
154553 10/13/2017 SITEONE LANDSCAPE SUPPLY, LLC 80.64Accounts Payable Check
154554 10/13/2017 SLOFIST 50.00Accounts Payable Check
154555 10/13/2017 DAVID L. SMAW 46.00Accounts Payable Check
154556 10/13/2017 SPEAKWRITE, LLC. 297.63Accounts Payable Check
154557 10/13/2017 STANLEY CONVERGENT SECURITY 549.00Accounts Payable Check
154558 10/13/2017 STATE FIRE TRAINING 40.00Accounts Payable Check
154559 10/13/2017 STATE WATER RES CONTROL BOARD 230.00Accounts Payable Check
154560 10/13/2017 STATEWIDE TRAFFIC SAFETY&SIGNS 2,907.10Accounts Payable Check
154561 10/13/2017 SUNLIGHT JANITORIAL, INC. 2,740.00Accounts Payable Check
154562 10/13/2017 RONALD R. TARICA 170.40Accounts Payable Check
154563 10/13/2017 TEMPLETON UNIFORMS, LLC 8.45Accounts Payable Check
154564 10/13/2017 THE TOP SHOP UPHOLSTERY 257.75Accounts Payable Check
154565 10/13/2017 TUCKFIELD & ASSOCIATES 2,295.00Accounts Payable Check
154566 10/13/2017 VOID 0.00Accounts Payable Check
ITEM NUMBER: A-2
DATE: 11/28/17
ATTACHMENT: 1
20 of 137
Check
Number
Check
Date Vendor Description Amount
City of Atascadero
Disbursement Listing
For the Month of October 2017
154567 10/13/2017 ULTREX BUSINESS PRODUCTS 236.94Accounts Payable Check
154568 10/13/2017 ULTREX LEASING 260.76Accounts Payable Check
154569 10/13/2017 UNITED RENTALS (NORTH AM), INC 1,616.25Accounts Payable Check
154570 10/13/2017 UNITED STAFFING ASSC., INC. 1,750.32Accounts Payable Check
154571 10/13/2017 UNIVERSAL PREMIUM FLEETCARD 2,825.00Accounts Payable Check
154572 10/13/2017 IWINA M. VAN BEEK 160.00Accounts Payable Check
154573 10/13/2017 VERIZON WIRELESS 2,090.33Accounts Payable Check
154574 10/13/2017 VISITOR TELEVISION LLC 640.00Accounts Payable Check
154575 10/13/2017 GREG WEBSTER 10.00Accounts Payable Check
154576 10/13/2017 WEST COAST AUTO & TOWING, INC. 268.68Accounts Payable Check
154577 10/13/2017 WEX BANK - 76 UNIVERSL 12,579.41Accounts Payable Check
154578 10/13/2017 ISRAEL WINGATE 200.00Accounts Payable Check
154579 10/13/2017 WULFING'S BACKGROUND & POLYGR 1,000.00Accounts Payable Check
154580 10/13/2017 KAREN B. WYKE 595.50Accounts Payable Check
154581 10/13/2017 XO PANDORA 75.00Accounts Payable Check
154582 10/19/2017 ATASCADERO MID MGRS ORG UNION 40.00Payroll Vendor Payment
154583 10/19/2017 ATASCADERO POLICE OFFICERS 1,321.25Payroll Vendor Payment
154584 10/19/2017 ATASCADERO PROF. FIREFIGHTERS 1,038.60Payroll Vendor Payment
154585 10/19/2017 EMPLOYMENT DEV. DEPARTMENT 534.00Payroll Vendor Payment
154586 10/19/2017 ICMA-RC 125.00Payroll Vendor Payment
154587 10/19/2017 MASS MUTUAL WORKPLACE SOLUTION 8,000.50Payroll Vendor Payment
154588 10/19/2017 NATIONWIDE RETIREMENT SOLUTION 934.45Payroll Vendor Payment
154589 10/19/2017 NAVIA BENEFIT SOLUTIONS 1,119.22Payroll Vendor Payment
154590 10/19/2017 NAVIA BENEFIT SOLUTIONS 50.00Payroll Vendor Payment
154591 10/19/2017 SEIU LOCAL 620 942.04Payroll Vendor Payment
154592 10/19/2017 VANTAGEPOINT TRNSFR AGT 106099 337.31Payroll Vendor Payment
154593 10/19/2017 VANTAGEPOINT TRNSFR AGT 304633 4,730.81Payroll Vendor Payment
2740 10/20/2017 STATE DISBURSEMENT UNIT 335.08Payroll Vendor Payment
2741 10/20/2017 HEALTHEQUITY, INC. 6,165.00Payroll Vendor Payment
2742 10/20/2017 CALIF PUBLIC EMPLOYEES RETIREMENT SYSTEM 22,581.83Payroll Vendor Payment
2743 10/20/2017 CALIF PUBLIC EMPLOYEES RETIREMENT SYSTEM 37,239.26Payroll Vendor Payment
2744 10/20/2017 CALIF PUBLIC EMPLOYEES RETIREMENT SYSTEM 676.41Payroll Vendor Payment
2745 10/20/2017 CALIF PUBLIC EMPLOYEES RETIREMENT SYSTEM 1,820.25Payroll Vendor Payment
2746 10/20/2017 CALIF PUBLIC EMPLOYEES RETIREMENT SYSTEM 2,460.41Payroll Vendor Payment
2747 10/20/2017 CALIF PUBLIC EMPLOYEES RETIREMENT SYSTEM 2,645.33Payroll Vendor Payment
2748 10/20/2017 CALIF PUBLIC EMPLOYEES RETIREMENT SYSTEM 4,405.06Payroll Vendor Payment
2749 10/20/2017 CALIF PUBLIC EMPLOYEES RETIREMENT SYSTEM 7,343.98Payroll Vendor Payment
2750 10/24/2017 RABOBANK, N.A. 72,362.86Payroll Vendor Payment
2751 10/24/2017 EMPLOYMENT DEV DEPARTMENT 22,036.37Payroll Vendor Payment
ITEM NUMBER: A-2
DATE: 11/28/17
ATTACHMENT: 1
21 of 137
Check
Number
Check
Date Vendor Description Amount
City of Atascadero
Disbursement Listing
For the Month of October 2017
2752 10/24/2017 EMPLOYMENT DEV. DEPARTMENT 2,178.14Payroll Vendor Payment
154594 10/27/2017 29TONIGHT, CO. 321.66Accounts Payable Check
154595 10/27/2017 A.P.S. AUTOMOTIVE 4,161.93Accounts Payable Check
154596 10/27/2017 ACCESS PUBLISHING 200.00Accounts Payable Check
154597 10/27/2017 AGP VIDEO, INC. 7,637.50Accounts Payable Check
154598 10/27/2017 ALL SIGNS AND GRAPHICS, LLC 827.52Accounts Payable Check
154599 10/27/2017 ALLIANT INSURANCE SERVICES INC 346.00Accounts Payable Check
154600 10/27/2017 ALTHOUSE & MEADE, INC. 1,276.25Accounts Payable Check
154601 10/27/2017 AMERICAN WEST TIRE & AUTO INC 2,247.25Accounts Payable Check
154602 10/27/2017 ANTECH DIAGNOSTICS 274.56Accounts Payable Check
154603 10/27/2017 A-PLUS FIRE PROTECTION 481.34Accounts Payable Check
154604 10/27/2017 ASSC. OF ZOOS & AQUARIUMS 3,922.00Accounts Payable Check
154606 10/27/2017 AT&T 786.34Accounts Payable Check
154607 10/27/2017 AT&T 967.55Accounts Payable Check
154608 10/27/2017 ATASCADERO HAY & FEED 1,989.68Accounts Payable Check
154609 10/27/2017 ATASCADERO NEWS 3,703.00Accounts Payable Check
154610 10/27/2017 AURORA WORLD, INC. 633.07Accounts Payable Check
154611 10/27/2017 BASSETT'S CRICKET RANCH,INC. 1,274.37Accounts Payable Check
154612 10/27/2017 BELL'S PLUMBING REPAIR, INC. 688.00Accounts Payable Check
154613 10/27/2017 BERRY MAN, INC. 1,510.75Accounts Payable Check
154614 10/27/2017 TOM BIRKENFELD 206.00Accounts Payable Check
154615 10/27/2017 BORJON AUTO CENTER 34,579.13Accounts Payable Check
154616 10/27/2017 BOUND TREE MEDICAL, LLC 1,064.15Accounts Payable Check
154617 10/27/2017 CASEY BRYSON 206.00Accounts Payable Check
154618 10/27/2017 BURT INDUSTRIAL SUPPLY 481.13Accounts Payable Check
154619 10/27/2017 CA CODE CHECK, INC. 4,457.93Accounts Payable Check
154620 10/27/2017 CA HIGHWAY PATROL 122.20Accounts Payable Check
154621 10/27/2017 VOID 0.00Accounts Payable Check
154622 10/27/2017 CAL-COAST REFRIGERATION, INC 647.22Accounts Payable Check
154623 10/27/2017 CALPORTLAND COMPANY 2,383.48Accounts Payable Check
154624 10/27/2017 CASEY PRINTING, INC. 5,989.46Accounts Payable Check
154625 10/27/2017 CENTRAL COAST URGENT CARE, INC 735.00Accounts Payable Check
154626 10/27/2017 CENTRAL NEBRASKA PACKING, INC. 8,195.97Accounts Payable Check
154627 10/27/2017 COAST ELECTRONICS 944.48Accounts Payable Check
154628 10/27/2017 COAST LINE DISTRIBUTING 277.86Accounts Payable Check
154629 10/27/2017 COBAN TECHNOLOGIES, INC. 783.05Accounts Payable Check
154630 10/27/2017 MIGUEL A. CORDERO 69.00Accounts Payable Check
154631 10/27/2017 NICHOLAS E. COUGHLIN 666.51Accounts Payable Check
154632 10/27/2017 CREDIT DATA SOLUTIONS, LLC 40.00Accounts Payable Check
154633 10/27/2017 CRYSTAL SPRINGS WATER 110.45Accounts Payable Check
ITEM NUMBER: A-2
DATE: 11/28/17
ATTACHMENT: 1
22 of 137
Check
Number
Check
Date Vendor Description Amount
City of Atascadero
Disbursement Listing
For the Month of October 2017
154634 10/27/2017 DEEP BLUE INTEGRATION, INC. 270.00Accounts Payable Check
154635 10/27/2017 DEPARTMENT OF JUSTICE 410.00Accounts Payable Check
154636 10/27/2017 EARTH SYSTEMS PACIFIC 791.00Accounts Payable Check
154637 10/27/2017 EL CAMINO CAR WASH 63.98Accounts Payable Check
154638 10/27/2017 ENTENMANN-ROVIN CO. 107.20Accounts Payable Check
154639 10/27/2017 ESCUELA DEL RIO 629.00Accounts Payable Check
154640 10/27/2017 FARM SUPPLY COMPANY 1,079.25Accounts Payable Check
154641 10/27/2017 FEDEX 170.50Accounts Payable Check
154642 10/27/2017 FERRAVANTI GRADING & PAVING 8,500.00Accounts Payable Check
154643 10/27/2017 FERRELL'S AUTO REPAIR 399.29Accounts Payable Check
154644 10/27/2017 FGL ENVIRONMENTAL 72.00Accounts Payable Check
154645 10/27/2017 FIESTA MAHAR MANUFACTURNG CORP 288.64Accounts Payable Check
154646 10/27/2017 GAS COMPANY 449.87Accounts Payable Check
154647 10/27/2017 GEM AUTO PARTS 198.00Accounts Payable Check
154648 10/27/2017 ALEX GENTILLY 206.00Accounts Payable Check
154649 10/27/2017 MICHAEL L. GIL 92.00Accounts Payable Check
154650 10/27/2017 HART IMPRESSIONS PRINTING 330.97Accounts Payable Check
154652 10/27/2017 HOME DEPOT CREDIT SERVICES 1,544.73Accounts Payable Check
154653 10/27/2017 RACHEL HUNTER 444.31Accounts Payable Check
154654 10/27/2017 IMPACT ABSORBENTS, INC. 307.09Accounts Payable Check
154655 10/27/2017 EVELYN R. INGRAM 227.50Accounts Payable Check
154656 10/27/2017 INHOUSE SECURITY SERVICE, LLC 1,032.00Accounts Payable Check
154657 10/27/2017 IRON MOUNTAIN RECORDS MGMNT 34.29Accounts Payable Check
154658 10/27/2017 J. CARROLL CORPORATION 112.04Accounts Payable Check
154659 10/27/2017 JGB ENTERPRISES, INC. 5,999.40Accounts Payable Check
154660 10/27/2017 K & M INTERNATIONAL 731.07Accounts Payable Check
154661 10/27/2017 NORMAN M. KATZ, PSY.D. 450.00Accounts Payable Check
154662 10/27/2017 KIDZ LOVE SOCCER 2,948.40Accounts Payable Check
154663 10/27/2017 KPRL 1230 AM 320.00Accounts Payable Check
154664 10/27/2017 LAYNE LABORATORIES, INC. 3,071.42Accounts Payable Check
154665 10/27/2017 JACKSON LIGHT 206.00Accounts Payable Check
154666 10/27/2017 MADRONE LANDSCAPES, INC. 9,725.32Accounts Payable Check
154667 10/27/2017 SAMUEL HENRY MCMILLAN, JR. 115.00Accounts Payable Check
154668 10/27/2017 SAMUEL H. MCMILLAN, SR. 115.00Accounts Payable Check
154669 10/27/2017 MICHAEL K. NUNLEY & ASSC, INC. 4,649.33Accounts Payable Check
154670 10/27/2017 MID-COAST MOWER & SAW, INC. 897.62Accounts Payable Check
154671 10/27/2017 MID-STATE CONCRETE PRODUCTS 3,711.99Accounts Payable Check
154672 10/27/2017 MINER'S ACE HARDWARE 412.55Accounts Payable Check
154673 10/27/2017 MATTHEW J. MIRANDA 334.00Accounts Payable Check
154674 10/27/2017 MISSION UNIFORM SERVICE 341.81Accounts Payable Check
ITEM NUMBER: A-2
DATE: 11/28/17
ATTACHMENT: 1
23 of 137
Check
Number
Check
Date Vendor Description Amount
City of Atascadero
Disbursement Listing
For the Month of October 2017
154675 10/27/2017 MWI ANIMAL HEALTH 54.34Accounts Payable Check
154676 10/27/2017 OFFICE DEPOT INC. 883.64Accounts Payable Check
154677 10/27/2017 O'REILLY AUTOMOTIVE, INC. 306.49Accounts Payable Check
154678 10/27/2017 RON OVERACKER 317.08Accounts Payable Check
154679 10/27/2017 PADRE ASSOCIATES, INC. 680.00Accounts Payable Check
154680 10/27/2017 PAVEMENT ENGINEERING, INC. 38,086.25Accounts Payable Check
154681 10/27/2017 ROBIN K. PENDLEY 160.00Accounts Payable Check
154682 10/27/2017 PENGUIN RANDOM HOUSE, LLC 297.97Accounts Payable Check
154683 10/27/2017 MORGAN PHILLIPS 207.00Accounts Payable Check
154684 10/27/2017 PROCARE JANITORIAL SUPPLY,INC. 1,406.51Accounts Payable Check
154685 10/27/2017 QUINN RENTAL SERVICES 715.52Accounts Payable Check
154686 10/27/2017 RAIN FOR RENT BAKERSFIELD 3,575.92Accounts Payable Check
154687 10/27/2017 ROCKWELL ENGINEERING & EQUIP 781.34Accounts Payable Check
154688 10/27/2017 ERIN RUSSELL 200.00Accounts Payable Check
154689 10/27/2017 S. LOMBARDI & ASSOCIATES 150.00Accounts Payable Check
154690 10/27/2017 SAN LUIS POWERHOUSE, INC. 135.00Accounts Payable Check
154691 10/27/2017 SECRETARY OF STATE 40.00Accounts Payable Check
154692 10/27/2017 DIEGO SEGOVIA 562.00Accounts Payable Check
154693 10/27/2017 SERVICE SYSTEMS ASSC, INC. 2,000.00Accounts Payable Check
154694 10/27/2017 JOHN C. SIEMENS 335.30Accounts Payable Check
154695 10/27/2017 SLO COUNTY SHERIFF'S OFFICE 106.00Accounts Payable Check
154696 10/27/2017 SMART AND FINAL 13.17Accounts Payable Check
154697 10/27/2017 DAVID L. SMAW 69.00Accounts Payable Check
154698 10/27/2017 MARY P. SMITH 294.00Accounts Payable Check
154699 10/27/2017 STAPLES CREDIT PLAN 490.26Accounts Payable Check
154700 10/27/2017 STATE BOARD OF EQUALIZATION 3,120.00Accounts Payable Check
154701 10/27/2017 STEAM PRO CARPET CARE,LLC 1,676.24Accounts Payable Check
154702 10/27/2017 MICHAEL STORNETTA 756.95Accounts Payable Check
154703 10/27/2017 BRIAN STURTEVANT 503.86Accounts Payable Check
154704 10/27/2017 TEMPLETON TENNIS RANCH 77.00Accounts Payable Check
154705 10/27/2017 TERRA VERDE ENVIRONMENTAL CONS 1,176.41Accounts Payable Check
154706 10/27/2017 TRIBUNE 8,569.28Accounts Payable Check
154707 10/27/2017 UNION BANK, N.A. 2,672.00Accounts Payable Check
154708 10/27/2017 UNITED STAFFING ASSC., INC. 1,750.32Accounts Payable Check
154709 10/27/2017 UPTIVITY-CALLCOPY, INC. 3,363.00Accounts Payable Check
154710 10/27/2017 IWINA M. VAN BEEK 160.00Accounts Payable Check
154711 10/27/2017 VERDIN 16,287.14Accounts Payable Check
154712 10/27/2017 VERIZON WIRELESS 206.14Accounts Payable Check
154713 10/27/2017 WESTERN JANITOR SUPPLY 503.57Accounts Payable Check
154714 10/27/2017 WILKINS ACTION GRAPHICS 97.94Accounts Payable Check
ITEM NUMBER: A-2
DATE: 11/28/17
ATTACHMENT: 1
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Check
Number
Check
Date Vendor Description Amount
City of Atascadero
Disbursement Listing
For the Month of October 2017
154715 10/27/2017 JEFF WILSHUSEN 394.54Accounts Payable Check
154716 10/27/2017 WULFING'S BACKGROUND & POLYGR 1,000.00Accounts Payable Check
154717 10/27/2017 ZOO MED LABORATORIES, INC. 523.74Accounts Payable Check
$2,909,185.43
ITEM NUMBER: A-2
DATE: 11/28/17
ATTACHMENT: 1
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Atascadero City Council
Staff Report – Office of the City Treasurer
Amendment of Investment Policy
To Allow Purchase of Supranational Securities
RECOMMENDATION:
Council adopt Draft Resolution amending the City of Atascadero Investment Policy.
DISCUSSION:
The Investment Policy provides guidelines for the prudent investment of funds, outlines
policies for maximizing the efficiency of City’s cash management system, protects pooled
cash and ultimately enhances the economic status of the City. California Government
Code defines the parameters within which City funds may be invested. The priorities of
the Policy continue to be safety, liquidity, and yield.
The City’s investment portfolio is concentrated primarily in FDIC insured certificates of
deposit (no more than 30%), U.S. Government Agencies securities such as Federal Home
Loan Bank (FHLB) or Federal National Mortgage Association (FNMA) (no more than 40%),
and the State Treasurer’s Local Agency Investment Fund (LAIF, no % limit). The total
portfolio varies in amount but in general this means that around 30% is kept in LAIF.
Liquidity for the LAIF is an important advantage, since funds can be withdrawn with one
day’s notice, but the return is only around .6%. The City needs to have liquid funds
available, but 30% is typically more than would be necessary for cash demands.
The California Government Code was recently amended to allow investment in a category
of investments known as Supranationals. Supranationals are very safe, normally rated
“AAA”, equal to Treasury bonds and often better than US Agencies. They also provide a
yield “spread” over US Agencies of about 6 basis points, over Treasuries of about 25 basis
points, but most importantly a spread of as much as 100 basis points over LAIF. This
means that if $5 million were reduced from LAIF and invested in Supranationals the City
would earn about $50,000 more per year without raising fees or taxes. This would be
realized without incurring additional risk and still leaving adequate liquidity in LAIF.
The City’s two brokers, Rocco LePore of Morgan Stanley, and Peter Yanez of MBS
Securities, were consulted by the City Treasurer. Both said that Supranationals were a
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good option for the City, and that their firms can obtain such instruments easily and
inexpensively for the City’s portfolio.
The City of Atascadero Finance Committee currently includes the City Treasurer, the City
Manager, the Director of Administrative Services, Council Member Borbeau, and Council
Member Moreno. On May 3, 2017, the Committee met and voted to endorse an
amendment to the Investment Policy, as proposed by the City Treasurer.
FISCAL IMPACT:
Anticipated increase in investment earnings of up to $50,000 per year.
ATTACHMENTS:
1. Draft Resolution–Approving an amendment of the City of Atascadero Investment
Policy.
2. Draft City of Atascadero Investment Policy dated November 28, 2017 (Redline
Version)
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1
DRAFT RESOLUTION
RESOLUTION OF THE CITY COUNCIL
OF THE CITY OF ATASCADERO, CALIFORNIA,
AMENDING THE CITY OF ATASCADERO
INVESTMENT POLICY
WHEREAS, the City Council of the City of Atascadero desires to prudently invest idle
funds of the City to maximize the use of taxpayer funds; and
WHEREAS, California Government Code, Section 53646, requires all local agency
governing boards to adopt an investment policy and requires the Treasurer or Chief Financial
Officer to provide an investment report to the legislative body at least quarterly; and
WHEREAS, the City of Atascadero Investment Policy was last updated in 2016.
NOW, THEREFORE BE IT RESOLVED, by the City Council of the City of
Atascadero that the City of Atascadero Investment Policy, attached hereto, is adopted.
SECTION 1. Recitals. The foregoing recitals are true and correct and the City Council
so finds and determines.
SECTION 2. Investment Policy. The Investment Policy, attached as Exhibit A to this
Resolution and incorporated herein by this reference, shall become part of this Resolution.
SECTION 3. Effective Date. This Resolution shall take effect upon its adoption and
shall remain in effect until revised by the City Council.
PASSED AND ADOPTED at a regular meeting of the City Council held on the __th day of
________, 2017.
On motion by ________________ and seconded by ____________, the foregoing
Resolution is hereby adopted in its entirety on the following roll call vote:
AYES:
NOES:
ABSENT:
ABSTAIN:
CITY OF ATASCADERO
______________________________
Tom O’Malley, Mayor
ATTEST:
______________________________
Lara K. Christensen, City Clerk
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APPROVED AS TO FORM:
______________________________
Brian A. Pierik, City Attorney
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City of Atascadero
Investment Policy
Dated May 24, 2016November 28, 2017
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TABLE OF CONTENTS
Page
I. OVERVIEW…………...……………………………………………………………….. 1
Introduction
Scope
General Objectives
Standards of Care
II. INVESTMENT AUTHORITY AND RESPONSIBILITIES.….……………..………. 4
Authorized Investment Officers
Investment Procedures
Internal Control
State Oversight
Conflicts of Interest
III. ELIGIBLE FINANCIAL INSTITUTIONS………………………………………..…... 6
Selection of Eligible Financial Institutions
Safekeeping and Custody
IV. AUTHORIZED INVESTMENTS…………………………………………………….. 8
Investment Types
Due Diligence Requirement
Prohibited Investments
Legislative Changes
V. INVESTMENT PARAMETERS……………………………………………….…….. 12
Diversification
Maximum Maturities
VI. CASH MANAGEMENT………………………………………………………..…….. 13
VII. EVALUATION OF INVESTMENT PERFORMANCE…………………….………. 14
Benchmark Comparison
VIII. INVESTMENT REPORTING……………………………………….………………. 15
IX. INVESTMENT POLICY REVIEW AND ADOPTION…………………………….. 16
X. APPENDIX
Glossary…..………………………………………………………………… Glossary-1
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I. OVERVIEW
1
INTRODUCTION
The purpose of this document is to provide guidelines for the prudent investment of
funds not required for the immediate needs of the City, and outline policies for
maximizing the efficiency of the City’s cash management system. The ultimate goal is to
enhance the economic status of the City while protecting its pooled cash.
SCOPE
Included in the scope of the City’s investment policy are the following major guidelines
and practices, which are to be used in achieving the City’s primary investment
objectives:
Investment Authority and Responsibilities
Eligible Financial Institutions
Authorized Investments
Investment Parameters
Cash Management
Evaluation of Investment Performance
Investment Reporting
Investment Policy Review and Adoption
It is intended that this policy cover all funds and investment activities under the direct
authority of the City. These funds are accounted for in the Annual Financial Report and
include the general fund, special revenue funds, debt service funds, capital project
funds, enterprise funds, internal service funds and agency funds, including any
Successor Agency funds in the City’s pooled cash funds.
Subject to the prior written consent and approval of the City Treasurer and City
Manager, financial assets held and invested by trustees or fiscal agents are excluded
from this policy. However, such assets are nevertheless subject to the regulations
established by the State of California pertaining to investments by local agencies as well
as the related bond indentures.
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I. OVERVIEW (continued)
2
GENERAL OBJECTIVES
The primary objectives of investment activities, in priority order, shall be safety, liquidity,
and yield:
1. Safety
Safety of principal is the foremost objective of the investment program.
Investments shall be undertaken in a manner that seeks to ensure the
preservation of capital in the overall portfolio. The objective will be to mitigate
credit risk and interest rate risk.
a. Credit Risk
The City will minimize credit risk, the risk of loss due to the failure of the
security issuer or backer, by:
Limiting investments to the safest types of securities.
Pre-qualifying the financial institutions, broker/dealers,
intermediaries, and advisers with which the City will do
business.
Diversifying the investment portfolio so that potential losses on
individual securities will be minimized.
b. Interest Rate Risk
The City will minimize the risk that the market valu e of securities in the
portfolio will fall due to changes in general interest rates, by:
Structuring the investment portfolio so that securities mature to
meet cash requirements for ongoing operations, thereby
avoiding the need to sell securities on the open market prior to
maturity.
Investing operating funds primarily in shorter-term securities,
money market mutual funds, or similar investment pools.
2. Liquidity
The investment portfolio shall remain sufficiently liquid to meet all operating
requirements that may be reasonably anticipated. This is accomplished by
structuring the portfolio so that securities mature concurrent with cash needs to
meet anticipated demands (static liquidity). Furthermore, since all possible cash
demands cannot be anticipated, the portfolio should consist largely of securities
with active secondary or resale markets (dynamic liquidity). A portion of the
portfolio will also be placed in money market mutual funds or local government
investment pools, which offer same-day liquidity for short-term funds.
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I. OVERVIEW (continued)
3
GENERAL OBJECTIVES (continued)
3. Yield
The investment portfolio shall be designed with the objective of attaining a
market rate of return throughout budgetary and economic cycles, taking into
account the investment risk constraints and liquidity needs. Return on
investment is of secondary importance compared to the safety and liquidity
objectives described above. The core of investments is limited to relatively low
risk securities in anticipation of earning a fair return relative to the risk being
assumed. For purposes of comparing alternative investments all yields should
be converted to a "money market" equivalent yield. Securit ies shall not be sold
prior to maturity with the following exceptions:
a. A security with declining credit may be sold early to minimize loss of
principal.
b. A security swap would improve the quality, yield, or target duration in the
portfolio.
c. Liquidity needs of the portfolio require that the security be sold.
d. A capital gain would be realized that better positions the overall portfolio
in achieving investment policy goals.
STANDARDS OF CARE
The City operates its pooled idle cash investments under the “Prudent Person Rule”
which obligates a fiduciary to ensure that investments shall be made:
“…using the judgment and care, under circumstances then prevailing,
which persons of prudence, discretion, and intelligence exercise in the
management of their own affairs, not in regard to speculation but in regard
to the permanent disposition of their funds, considering the probable
income as well as the probable safety of their capital”. (Uniform Prudent
Investor Act)
Investment officers acting in accordance with written procedures and this investment
policy and exercising due diligence shall be relieved of personal responsibility for an
individual security’s credit risk or market price changes, provided deviations from
expectations are reported in a timely fashion and the liquidity and the sale of securities
are carried out in accordance with the terms of this policy.
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II. INVESTMENT AUTHORITY AND RESPONSIBILITIES
4
AUTHORIZED INVESTMENT OFFICERS
The ultimate responsibility for investment activity shall reside with the City Council. Idle
cash management and investment transactions are the responsibility of the City
Treasurer or designee. The City Council has authorized the following officials to
undertake investment transactions on behalf of the City:
City Treasurer
City Manager
Director of Administrative Services
Deputy Director of Administrative Services
It is the policy of the City for the Director of Administrative Services to manage the
investment activity of the funds of the City. The City Manager and t he City Treasurer
shall supervise the activities of the Director of Administrative Services.
The Finance Review Committee may meet to discuss the status of current investments,
strategies for future investment, and other investment matters deemed relevant , and
shall report to the City Council as necessary. The City Attorney shall, as required by
Government Code section 36518, review the bonding requirement for the City Treasurer
upon entering the duties of the Treasurer’s office.
INVESTMENT PROCEDURES
The authorized investment officers as stated above, in accordance with the City of
Atascadero Investment Policy, are responsible for administering an investment program
which:
• Adheres to the Statement of Investment Policy
• Prioritizes safety and liquidity
• Determines risk and optimizes return
• Provides for a system of due diligence in making investment decisions.
INTERNAL CONTROL
The Director of Administrative Services is responsible for establishing and maintaining
an internal control structure designed to ensure that the assets of the City are protected
from loss, theft or misuse. The internal control structure shall be designed to provide
reasonable assurance that these objectives are met. The concept of reasonable
assurance recognizes that (1) the cost of a control should not exceed the benefits likely
to be derived and (2) the valuation of costs and benefits requires estimates and
judgments by management.
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II. INVESTMENT AUTHORITY AND RESPONSIBILITIES (continued)
5
INTERNAL CONTROL (continued)
Accordingly, the Director of Administrative Services shall establish a process for an
annual independent review by an external auditor to assure compliance with policies
and procedures. The internal controls shall address the following points:
Control of collusion
Separation of transaction authority from accounting and record keeping
Custodial safekeeping
Avoidance of physical delivery securities
Clear delegation of authority to subordinate staff members
Written confirmation of transactions for investments and wire transfers
Development of a wire transfer agreement with the lead bank and third party
custodian
STATE OVERSIGHT
The City shall comply with the regulations established by the State of California
pertaining to investments.
CONFLICTS OF INTEREST
The City adopts the following policy concerning conflicts of interest:
1. Officers and employees involved in the investment process shall refrain from
personal business activity that could conflict with proper execution of the
investment program or which could impair their ability to make impartial
investment decisions.
2. Officers and employees involved in the investment process shall disclose to
the City Clerk any material financial interest in financial institutions that
conduct business with the City of Atascadero and they shall further disclose
any large personal financial/investment positions that could be related to the
performance of the City’s portfolio.
3. Officers shall refrain from undertaking personal investment transactions with
the same individual with which business is conducted on behalf of the City.
4. In making investment decisions, the Investment Officers shall be guided by
the recommendations of the Finance Review Committee and avoid the undue
influence of individual City officers and officials.
5. Investments are prohibited in certificates of deposit of state or federal credit
unions if any city officer, city manager or city fiscal officer serves on the credit
union board or in any key committee positions.
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III. ELIGIBLE FINANCIAL INSTITUTIONS
6
SELECTION OF ELIGIBLE FINANCIAL INSTITUTIONS
Broker/dealers and safekeeping/custodial agents who desire to become qualified for
investment transactions must provide the following documents (as appropriate) for
annual review by the Director of Administrative Services:
Audited financial statements
Proof of National Association of Securities Dealers (NASD) certification
Proof of state registration
Completed broker/dealer questionnaire
Certification of having read and understood and agreeing to comply with the
City’s investment policy.
In selecting financial institutions for deposit or investment of funds, the authorized
Investment Officers shall consider the credit-worthiness of the institution.
Deposits The City will only deposit funds with an institution that has a rating of at
least “A” as assigned by an established rating service based on quarterly financial
information provided by the Federal Reserve Board and the Federal Home Loan
Bank Board (i.e., The Financial Directory). Ratings will be monitored on a quarterly
basis and any downgrade in rating be low “A” will be reported to the Finance Review
Committee together with a recommendation for possible action.
Brokers/Dealer Investments must be purchased directly from the issuer, from an
institution licensed by the state as a broker-dealer, from a member of a federally
regulated securities exchange, or from a brokerage firm designated as a primary
government dealer by the Federal Reserve Bank. Broker/dealers shall be selected
by creditworthiness (e.g., a minimum capital requirement of $10,000,000 and at least
five years of operation).
Safekeeping and Custodial Institutions Safekeeping and custodial institutions shall
be selected on the basis of credit worthiness with a minimum of capitalization of
$100,000,000 and at least 5 years of operation. Safekeeping and custodial
institutions must be fiduciaries of the City and independent of any broker/dealers. All
safekeeping and custodial arrangements shall require written agreements. All
safekeeping and custodial agreements shall be reviewed by the Cit y Treasurer and
Director of Administrative Services and approved by the City Attorney prior to
conducting any investment activities.
From time to time, the investment officer may choose to invest in instruments offered by
minority and community financial institutions. In such situations, a waiver to the above
criteria may be granted. Deposits covered by insurance can be exempted from the
Safekeeping and Custodial Institutions clause related to credit worthiness. All terms
and relationships will be fully disclosed prior to purchase and will be reported to the
appropriate entity on a consistent basis and should be consistent with state or local law.
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III. ELIGIBLE FINANCIAL INSTITUTIONS (continued)
7
SELECTION OF ELIGIBLE FINANCIAL INSTITUTIONS (continued)
These types of investment purchases should be approved by City Council in advance.
The authorized Investment Officers will maintain a file of the broker/dealers and
authorized safekeeping/custodial institutions with which it is currently doing business
which will include the firm name, contact person, telephone number, and current audited
financial statements.
SAFEKEEPING AND CUSTODY
All trades where applicable will be executed by delivery vs. payment (DVP) to ensure
that securities are deposited in an eligible financial institution prior to the release of
funds. A third-party custodian as evidenced by safekeeping receipts will hold securities.
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IV. AUTHORIZED INVESTMENTS
8
INVESTMENT TYPES
The California Government Code Sections 16429.1 and 53601 govern investment of
City funds. Investments may not have a term or maturity at the time of investment of
longer than that authorized by Section 53601 or five years unless the City Council has
granted prior express authority.
As previously stated, the City operates its investments under the prudent man rule (Civil
Code Section 2261, et. seq.), except where more specifically restricted. This affords the
City a broad spectrum of investments, so long as the investment is deemed prudent and
is allowable under current legislation of the State of California (Government Code
Section 53600, et. seq.) and applicable City trust agreements, if any.
It should be noted that while the Government Code specifies the maximum percentage
of the portfolio that may be held in each type of investment at any one time, fluctuations
in the portfolio balance will prevent strict adherence to such restrictions. Therefore,
percentage limitations shall apply to investments at the time of purchase.
Consistent with the GFOA Policy Statement on State and Local Laws Concerning
Investment Practices, the following investments will be permitted by this policy and are
those defined by state and local law where applicable:
1. State Treasurer’s Local Agency Investment Fund (LAIF)
Government Code Section 16429.1: The City may invest in the Local Agency
Investment Fund. LAIF is a diversified investment pool administered by the
California State Treasurer. Monies invested with LAIF are pooled with State
monies in order to earn the maximum rate of return consistent with safe and
prudent treasury management.
LAIF information including LAIF policies and restrictions shall be available in the
City’s Administrative Services Department. A thorough investigation of the pool is
required on a continual basis. (See Due Diligence Requirement on page 10.)
2. U.S. Government Issues
Government Code Sections 53601 (b) and (f): A maximum forty percent (40%)
of the City’s portfolio may be invested in U.S. government obligations, U.S.
government agency obligations, and U.S. government instrumentality obligations,
which have a liquid market with a readily determinable market value.
3. Bankers Acceptances
Government Code Section 53601 (g): Up to forty percent (40%) of the City’s
portfolio may be invested in Bankers Acceptances which are defined
as bills of exchange or time drafts, drawn on and accepted by a commercial
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IV. AUTHORIZED INVESTMENTS (continued)
9
INVESTMENT TYPES (continued)
3. Bankers Acceptances (continued)
bank, which are eligible for purchase by the Federal Reserve System, although
no more than thirty percent (30%) of the portfolio may be invested in Bankers
Acceptances with any one commercial bank. Additionally, the maturity periods
cannot exceed 180 days.
4. Commercial Paper
Government Code Section 53601 (h): A maximum of twenty five percent (25%) of
the City’s portfolio may be invested in highest tier (e.g. A -1, P-1, F-1 or D-1 or
higher) commercial paper as rated by Moody’s or Standard and Poor’s rating
service. Issuing corporations must be organized and operating in the United
States, have in excess of $500 million total assets, and have at least an “A”
rating (by Moody’s or Standard and Poor’s) on debt other than commercial paper.
The maturity period cannot exceed 270 days. Purchases of eligible commercial
paper may not exceed ten percent (10%) of the outstanding paper of an issuing
corporation.
5. Certificates of Deposit and Passbook Savings Accounts
A maximum of thirty percent (30%) of the City’s portfolio may be invested in
certificates of deposit or passbook savings account. The minimum requirements
for Certificate of Deposit investments shall be:
Investments and accrued interest shall never exceed the FDIC insurance
limit in any one institution.
Qualified institutions must have a minimum equity ratio of 6% and a
minimum capitalization of $10,000,000.
Purchases of negotiable certificates of deposit, issued by a nationally or state -
chartered bank or a state or federal association, or by a state licensed
branch of a foreign bank, may not exceed 30 percent of the agency's
surplus money, which may be invested pursuant to this section , per
Government Code Section 53601. Negotiable certificates of deposit may
be purchased in the secondary market at a discount but never at a
premium, since the premium would not be FDIC insured.
California law requires that public funds be collateralized by maintaining with the
agent of the depository government securities having a market value of at
least one hundred ten percent (110%) of the value of the public fund
accounts. The collateralization requirement may be waived to the extent
that funds are federally insured. For deposits equivalent to the maximum
insured amount, security may also be waived for interest accrued on the
deposit provided the interest is computed by t he depository on the
average daily balance of the deposits, paid monthly and computed on a
360-day basis.
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IV. AUTHORIZED INVESTMENTS (continued)
10
INVESTMENT TYPES (continued)
6. Money Market Mutual Funds
Government Code Section 53601 (l): Shares of beneficial interest issued by
diversified management companies that are money market funds
registered with the Securities and Exchange Commission under the
Investment Company Act of 1940 (15 U.S.C. Sec 80a -l et seq.) shall not
exceed twenty percent (20%) of the agency's surplus money that may be
invested pursuant to this section. The fund shall be managed by a
registered or exempt investment advisor with not less than 5 years
experience managing money market mutual funds with assets under
management in excess of five hundred million dollars ($500,000,000).
The fund shall have attained the highest ranking or the highest letter and
numerical rating provided by not less than two nationally recognized
statistical rating organizations. No more than ten percent (10%) of the
agency's surplus funds may be invested in shares of beneficial interest of
any one money market mutual fund
7. Supranational Agency Securities
Government Code Section 53601 (q): Up to thirty percent (30%) of the City’s
portfolio may be invested in United States dollar denominated senior
unsecured unsubordinated obligations issued or unconditionally
guaranteed by the International Bank for Reconstruction and
Development, International Finance Corporation, or Inter-American
Development Bank, with a maximum remaining maturity of five years or
less, and eligible for purchase and sale within the United States.
Investments under this paragraph shall be rated in a rating category of
“AA” or its equivalent or better by a nationally recognized statistical rating
organization (NRSRO). No more than 10% of the City’s portfolio shall be
invested in obligations of any one bank.
DUE DILIGENCE REQUIREMENT
As stated, a thorough investigation of an investment pool or mutual fund is required
prior to investing and on a continual basis. At a minimum, the following information shall
be reviewed periodically for each pool and/or mutual fund:
1. A description of eligible investment securities, and a written statement of
investment policy and objectives.
2. A description of interest calculations, how interest is distributed, and how
gains and losses are treated.
3. A description of how these securities are safeguarded (including the
settlement process), and how often these securities are priced and the
program audited.
4. A description of who may invest in the program, how often, and the size of
deposits and withdrawals.
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IV. AUTHORIZED INVESTMENTS (continued)
11
5. A schedule for receiving statements and portfolio listings.
6. Whether reserves, retained earnings, etc. are utilized by the pool/fund.
7. A fee schedule and when and how fees are assessed.
8. Whether the pool/fund is eligible for bond proceeds and/or will it accept such
proceeds.
PROHIBITED INVESTMENTS
The City of Atascadero shall not invest in any investment instrument/pool/fund unless
specifically allowed under the “Investment Types” section of this policy.
The City of Atascadero shall comply with Government Code Section 53601.6 that states
in pertinent part, “(a) A local agency shall not invest any funds pursuant to this article in
inverse floaters, range notes, or mortgage-derived interest-only strips. (b) A local
agency shall not invest any funds pursuant to this article in any security that could result
in zero interest accrual if held to maturity.”
LEGISLATIVE CHANGES
Any State of California legislative action that further restricts allowable maturities,
investment types or percentage allocations will be incorporated into the City of
Atascadero Investment Policy and supersede any and all previous applicable language.
If the City is holding an investment that is subsequently prohibited by a legislative
change, the City may hold that investment, if it is deemed prudent by the Finance
Review Committee, until the maturity date to avoid an unnecessary loss.
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V. INVESTMENT PARAMETERS
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DIVERSIFICATION
The investments shall be diversified by:
Limiting investments to avoid over concentration in securities from a specific
issuer or business sector (excluding Local Agency Investment Fund and U.S.
Treasury securities),
Limiting investment in securities that have higher credit risks,
Investing in securities with varying maturities, and
Continuously investing a portion of the portfolio in readily available funds such
as local government investment pools (LAIF), or money market funds to
ensure that appropriate liquidity is maintained in order to meet ongoing
obligations.
MAXIMUM MATURITIES
In order to minimize the impact of market risk, it is intended that all investments will be
held to maturity.
To the extent possible, the City shall attempt to match its investments with anticipated
cash flow requirements. Unless matched to a specific cash flow, the City will not
directly invest in securities maturing more than five (5) years from the date of purchase
or in accordance with state and local statutes and ordinances. The Finance Review
Committee may meet to review weighted average maturity limitations (which often
range from 90 days to 2 years), consistent with investment objectives and economic
conditions.
Investments may be sold prior to maturity for cash flow, appreciation purposes or in
order to limit losses; however, no investment shall be made based solely on earnings
anticipated from capital gains.
Because of inherent difficulties in accurately forecasting cash flow requirements, a
portion of the portfolio should be continuously invested in readily available funds.
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VI. CASH MANAGEMENT
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In order to obtain a reasonable return on public funds, the following cash management
practice will be followed:
1. Maintain maximum investment of all City funds not required to meet
immediate cash flow needs.
2. Except for cash in certain restricted and special funds, the City will
consolidate cash balances from all funds to maximize investment earnings.
Investment income will be allocated to the various funds based on their
respective participation and in accordance with generally accepted
accounting principles.
3. Maximize the City’s cash flow through immediate deposit of all receipts, use
of direct deposit when available, and appropriate timing of payment to
vendors.
4. Daily cash flow management shall be the responsibility of the Director of
Administrative Services in conjunction with the City Treasurer.
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VII. EVALUATION OF INVESTMENT PERFORMANCE
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The investment portfolio will be designed to obtain a market average rate of return
during budgetary and economic cycles, taking into account the City’s investment risk
constraints and cash flow needs.
BENCHMARK COMPARISON
The investment portfolio shall be structured to optimize the ret urn given the risk
constraints and cash flow needs.
Investment activity reports shall be generated on a monthly basis for presentation to
the City Council.
In evaluating the performance of the City’s portfolio in complying with this policy, it is
expected that yields on City investments will regularly meet or exceed the average
return on a two-year U.S. Treasury Note. However, the Finance Review Committee for
evaluation purposes considers a variance of .5% positive or negative from the
benchmark reasonable.
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VIII. INVESTMENT REPORTING
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REPORTS TO CITY COUNCIL
The City Treasurer shall prepare and submit a quarterly investment report to the City
Council. This report will include the following elements relative to the investments held
at quarter-end.
1. Face value.
2. Security description.
3. Coupon rate.
4. Maturity date.
5. Investment rating.
6. Investment type.
7. Purchase date.
8. Cost of security.
9. Yield-to-Maturity
10. Estimated market value.
11. Amortized premium/discount.
12. Unrealized Gain <Loss>.
13. Listing of investment by maturity.
14. Gains or Losses on the sale of securities not held to maturity.
15. Bank failures.
16. Investment ratings downgraded by Moody’s or Standard and Poor’s.
17. Statement relating the report to the Statement of Investment Policy.
18. Statement that there are sufficient funds to meet the next six months’
obligations.
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IX. INVESTMENT POLICY REVIEW AND ADOPTION
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The Statement of Investment Policy shall be submitted as needed to the City Council for
adoption. The policy shall be reviewed periodically to ensure its consistency with the
overall objectives of the City and its relevance to current law and financial and economic
trends. Any modifications made thereto must be approve d by the City Council.
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APPENDIX: Glossary
Glossary-1
The following is a glossary* of key investing terms.
Accrued Interest - The accumulated interest due on a bond as of the last interest
payment made by the issuer.
Agency - A debt security issued by a federal or federally sponsored agency. Federal
agencies are backed by the full faith and credit of the U.S. Government. Federally
sponsored agencies (FSAs) are backed by each particular agency with a market
perception that there is an implicit government guarantee. An example of fed eral
agency is the Government National Mortgage Association (GNMA). An example of a
FSA is the Federal National Mortgage Association (FNMA).
Amortization - The systematic reduction of the amount owed on a debt issue through
periodic payments of principal.
Average Life - The average length of time that an issue of serial bonds and/or term
bonds with a mandatory sinking fund feature is expected to be outstanding.
Basis Point - A unit of measurement used in the valuation of fixed -income securities
equal to 1/100 of 1 percent of yield, e.g., “1/4” of 1 percent is equal to 25 basis points.
Bid - The indicated price at which a buyer is willing to purchase a security or
commodity.
Book Value - The value at which a security is carried on the inventory lists or other
financial records of an investor. The book value may differ significantly from the
security’s current value in the market.
Callable Bond - A bond issue in which all or part of its outstanding principal amount
may be redeemed before maturity by the issuer under specified conditions.
Call Price - The price at which an issuer may redeem a bond prior to maturity. The
price is usually at a slight premium to the bond’s original issue price to compensate the
holder for loss of income and ownership.
Call Risk - The risk to a bondholder that a bond may be redeemed prior to maturity.
Cash Sale/Purchase - A transaction that calls for delivery and payment of securities on
the same day that the transaction is initiated.
*This glossary has been adapted from an article, entitled “Investment terms for everyday use,” that appeared in the April 5, 1996,
issue of Public Investor, GFOA’s subscription investment newsletter.
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Glossary-2
Collateralization - Process by which a borrower pledges securities, property, or other
deposits for the purpose of securing the repayment of a loan and/or security.
Commercial Paper - An unsecured short-term promissory note issued by corporations,
with maturities ranging from 2 to 365 days.
Convexity - A measure of a bond’s price sensitivity to changing interest rates. A high
convexity indicates greater sensitivity of a bond’s price to interest rate changes.
Coupon Rate - The annual rate of interest received by an investor from the issuer of
certain types of fixed-income securities. Also known as the “interest rate”.
Credit Quality - The measurement of the financial strength of a bond issuer. This
measurement helps an investor to understand an issuer’s ability to make timely interest
payments and repay the loan principal upon maturity. Generally, the higher the credit
quality of a bond issuer, the lower the interest rate paid by the issuer because the risk of
default is lower. Credit quality ratings are provided by nationally recognized rating
agencies.
Credit Risk - The risk to an investor that an issuer will default in the payment of interest
and/or principal on a security.
Current Yield (Current Return) - A yield calculation determined by dividing the annual
interest received on a security by the current market price of that security.
Delivery Versus Payment (DVP) - A type of securities transaction in which the
purchaser pays for the securities when they are deli vered either to the purchaser or
his/her custodian.
Derivative Security - Financial instrument created from, or whose value depends upon,
one or more underlying assets or indexes of asset values.
Discount - The amount by which the par value of a security exceeds the price paid for
the security.
Diversification - A process of investing assets among a range of security types by
sector, maturity, and quality rating.
Duration - A measure of the timing of the cash flows, such as the interest payments
and the principal repayment, to be received from a given fixed -income security. This
calculation is based on three variables: term to maturity, coupon rate, and yield to
maturity. The duration of a security is a useful indicator of its price volatility for give n
changes in interest rates.
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Glossary-3
Fair Value - The amount at which an investment could be exchanged in a current
transaction between willing parties, other than in a forced or liquidation sale.
Federal Funds (Fed Funds) - Funds placed in Federal Reserve banks by depository
institutions in excess of current reserve requirements. These depository institutions
may lend fed funds to each other overnight or on a longer basis. They may also
transfer funds among each other on a same -day basis through the Federal Reserve
banking system. Fed funds are considered to be immediately available funds.
Federal Funds Rate - Interest rate charged by one institution lending federal funds to
the other.
Government Securities - An obligation of the U.S. government, backed by t he full faith
and credit of the government. These securities are regarded as the highest quality of
investment securities available in the U.S. securities market. See “Treasury Bills,
Notes, and Bonds.”
Interest Rate - See “Coupon Rate”.
Interest Rate Risk - The risk associated with declines or rises in interest rates that
cause an investment in a fixed-income security to increase or decrease in value.
Internal Controls - An internal control structure designed to ensure that the assets of
the entity are protected from loss, theft, or misuse. The internal control structure is
designed to provide reasonable assurance that these objectives are met. The concept
of reasonable assurance recognizes that 1) the cost of a control should not exceed the
benefits likely to be derived and 2) the valuation of costs and benefits requires
estimates and judgments by management. Internal controls should address the
following points:
1. Control of collusion - Collusion is a situation where two or more employees are
working in conjunction to defraud their employers.
2. Separation of transaction authority from accounting and record keeping - By
separating the person who authorizes or performs the transaction from the people
who record or otherwise account for the transaction, a separation of duties is
achieved.
3. Custodial safekeeping - Securities purchased from any bank or dealer including
appropriate collateral (as defined by state law) shall be placed with an independent
third party for custodial safekeeping.
4. Avoidance of physical delivery securities - Book-entry securities are much easier to
transfer and account for since actual delivery of a document never takes place.
Delivered securities must be properly safeguarded against loss or destruction. The
potential for fraud and loss increases with physically delivered securities.
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Glossary-4
Internal Controls (continued)
5. Clear delegation of authority to subordinate staff members - Subordinate staff
members must have a clear understanding of their authority and responsibilities to
avoid improper actions. Clear delegation of authority also preserves the internal
control structure that is contingent on the various staff positions and their respective
responsibilities.
6. Written confirmation of transactions for investments and wire transfers - Due to the
potential for error and improprieties arising from telephone and electronic
transactions, all transactions should be supported by written communications and
approved by the appropriate person. Written communications may be via fax if on
letterhead and if the safekeeping institution has a list of authorized signatures.
7. Development of a wire transfer agreement with the lead bank and third -party
custodian - The designated official should ensure that an agreement will be entered
into and will address the following points: controls, security provisions, and
responsibilities of each party making and receiving wire transfers.
Inverted Yield Curve - A chart formation that illustrates long-term securities having
lower yields than short-term securities. This configuration usually occurs during periods
of high inflation coupled with low levels of confidence in the economy and a restrictive
monetary policy.
Investment Company Act of 1940 - Federal legislation which sets the standards by
which investment companies, such as mutual funds, are regulated in the areas of
advertising, promotion, performance reporting requirements, and securities valuations.
Investment Policy - A concise and clear statement of the objectives and parameters
formulated by an investor or investment manager for a portfolio of investment securities.
Investment-grade Obligations - An investment instrument suitable for purchase by
institutional investors under the prudent person rule. Investment -grade is restricted to
those obligations rated BBB or higher by a rating agency.
Liquidity - An asset that can be converted easily and quickly into cash.
Local Agency Investment Fund (LAIF) - The Local Agency Investment Fund (LAIF) is
a voluntary program created by statute; began in 1977 as an investment alternative for
California's local governments and special districts and it continues today. The enabling
legislation for the LAIF is Section 16429.1 et seq. of the California Government Code.
This program offers local agencies the opportunity t o participate in a major portfolio,
which invests hundreds of millions of dollars, using the investment expertise of the State
Treasurer's Office investment staff at no additional cost to the taxpayer. This in -house
management team is comprised of civil servants who have each worked for the State
Treasurer's Office for an average of 20 years.
Mark-to-market - The process whereby the book value or collateral value of a security
is adjusted to reflect its current market value.
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Glossary-5
Market Risk - The risk that the value of a security will rise or decline as a result of
changes in market conditions.
Market Value - Current market price of a security.
Maturity - The date on which payment of a financial obligation is due. The final stated
maturity is the date on which the issuer must retire a bond and pay the face value to the
bondholder. See “Weighted Average Maturity.”
Money Market Mutual Fund - Mutual funds that invest solely in money market
instruments (short-term debt instruments, such as Treasury bills, comm ercial paper,
bankers’ acceptances, repos and federal funds).
Mutual Fund - An investment company that pools money and can invest in a variety of
securities, including fixed-income securities and money market instruments. Mutual
funds are regulated by the Investment Company Act of 1940 and must abide by the
following Securities and Exchange Commission (SEC) disclosure guidelines:
1. Report standardized performance calculations.
2. Disseminate timely and accurate information regarding the fund’s holdings,
performance, management and general investment policy.
3. Have the fund’s investment policies and activities supervised by a board of trustees,
which are independent of the adviser, administrator or other vendor of the fund.
4. Maintain the daily liquidity of the fund’s shares.
5. Value their portfolios on a daily basis.
6. Have all individuals who sell SEC-registered products licensed with a self-regulating
organization (SRO) such as National Association of Securities Dealers (NASD).
7. Have an investment policy governed by a prospectus that is updated and filed by the
SEC annually.
Mutual Fund Statistical Services - Companies that track and rate mutual funds, e.g.,
IBC/Donoghue, Lipper Analytical Services, and Morningstar.
National Association of Securities Dealers (NASD) - A self-regulatory organization
(SRO) of brokers and dealers in the over-the-counter securities business. Its regulatory
mandate includes authority over firms that distribute mutual fund shares as well as other
securities.
Net Asset Value - The market value of one share of an investment company, such as a
mutual fund. This figure is calculated by totaling a fund’s assets which includes
securities, cash, and any accrued earnings, subtracting this from the fund’s liabilities
and dividing this total by the number of shares outstanding. This is calculated once a
day based on the closing price for each security in the fund’s portfolio. (See below.)
[(Total assets) - (Liabilities)]/ (Number of shares outstanding)
No Load Fund - A mutual fund that does not levy a sales charge on the purchase of its
shares.
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Glossary-6
Nominal Yield - The stated rate of interest that a bond pays its current owner, based on
par value of the security. It is also known as the “coupon,” “coupon rate,” or “interest
rate.”
Offer - An indicated price at which market participants are willing to sell a security or
commodity. Also referred to as the “Ask price.”
Par - Face value or principal value of a bond, typically $1,000 per bond.
Positive Yield Curve - A chart formation that illustrates short-term securities having
lower yields than long-term securities.
Premium - The amount by which the price paid for a security exceeds the security’s par
value.
Prime Rate - A preferred interest rate charged by commercial banks to their most
creditworthy customers. Many interest rates are keyed to this rate.
Principal - The face value or par value of a debt instrument. Also may refer to the
amount of capital invested in a given security.
Prospectus - A legal document that must be provided to any prospective purchaser of
a new securities offering registered with the SEC. This can include information on the
issuer, the issuer’s business, the proposed use of proceeds, the experience of the
issuer’s management, and certain certified financial statements.
Prudent Person Rule - An investment standard outlining the fiduciary responsibilities of
public funds investors relating to investment practices.
Regular Way Delivery - Securities settlement that calls for delivery and payment on the
third business day following the trade date (T+3); payment on a T+1 basis is currently
under consideration. Mutual funds are settled on a same day basis; government
securities are settled on the next business day.
Reinvestment Risk - The risk that a fixed-income investor will be unable to reinvest
income proceeds from a security holding at the same rate of return currently generated
by that holding.
Repurchase Agreement (Repo or RP) - An agreement of one party to sell securities at
a specified price to a second party and a simultaneous agreement of the first party to
repurchase the securities at a specified price or at a specified later date.
Reverse Repurchase Agreement (Reverse Repo) - An agreement of one party to
purchase securities at a specified price from a second party and a simultaneous
agreement by the first party to resell the securities at a specified price to the second
party on demand or at a specified date.
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Glossary-7
Rule 2a-7 of the Investment Company Act - Applies to all money market mutual funds
and mandates such funds to maintain certain standards, including a 13 -month maturity
limit and a 90-day average maturity on investments, to help maintain a constant net
asset value of one dollar ($1.00).
Safekeeping - Holding of assets (e.g., securities) by a financial institution.
Serial Bond - A bond issue, usually of a municipality, with various maturity dates
scheduled at regular intervals until the entire issue is retired.
Sinking Fund - Money accumulated on a regular basis in a separate custodial account
that is used to redeem debt securities or preferred stock issues.
Supranational Agency – Global entity whose membership transcends national
boundaries and whose constituent countries share in decision making, such as the
International Bank of Reconstruction and Development (IBRD) or the World Bank,
whose purpose is to promote economic development.
Swap - Trading one asset for another.
Term Bond - Bonds comprising a large part or all of a particular issue that come due in
a single maturity. The issuer usually agrees to make periodic payments into a sinking
fund for mandatory redemption of term bonds before maturity.
Total Return - The sum of all investment income plus changes in the capital value of
the portfolio. For mutual funds, return on an investment is composed of share price
appreciation plus any realized dividends or capital gains. This is calculated by taking
the following components during a certain period.
(Price appreciation) + (Dividends paid) + (Capital gains) = Total Return
Treasury Bills - Short-term U.S. government non-interest bearing debt securities with
maturities of no longer than one year and issued in minimum denominations of $10,000.
Auctions of three- and six-month bills are weekly, while auctions of one -year bills are
monthly. The yields on these bills are monitored closely in the money markets for signs
of interest rate trends.
Treasury Notes - Intermediate U.S. government debt securities with maturities of one
to ten years and issued in denominations ranging from $1,000 to $1,000,000 or more.
Treasury Bonds - Long-term U.S. government debt securities with maturities of ten
years or longer and issued in minimum denominations of $1,000. Currently, the longest
outstanding maturity for such securities is 30 years.
Uniform Net Capital Rule - SEC Rule 15C3-1 outlining capital requirements for
broker/dealers.
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Glossary-8
Volatility - A degree of fluctuation in the price and valuation of securities.
“Volatility Risk” Rating - A rating system to clearly indicate the level of volatility and
other non-credit risks associated with securities and certain bond funds. The rating for
bond funds range from those that have extremely low sensitivity to changing market
conditions and offer the greatest stability of the returns (“aaa” by S&P; “V -1” by Fitch) to
those that are highly sensitive with currently identifiable market volatility risk (“ccc -“ by
S&P, “V-10” by Fitch).
Weighted Average Maturity (WAM) - The average maturity of all the securities that
comprise a portfolio. According to SEC rule 2a -7, the WAM for SEC registered money
market mutual funds may not exceed 90 days and no one security may have a maturity
that exceeds 397 days.
When Issued (WI) - A conditional transaction in which an authorized new security has
not been issued. All “when issued” transactions are settled when the actual security is
issued.
Yield - The current rate of return on an investment security generally expressed as a
percentage of the security’s current price.
Yield-to-call (YTC) - The rate of return an investor earns from a bond assuming the
bond is redeemed (called) prior to its nominal maturity date.
Yield-to-maturity - The rate of return yielded by a debt security held to maturity when
both interest payments and the investor’s potential capital gain or loss are included in
the calculation of return.
Zero-coupon Securities - Security that is issued at a discount and makes no periodic
interest payments. The rate of return consists of a gradual accretion of the principal of
the security and is payable at par upon maturity.
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ITEM NUMBER: A-4
DATE: 11/28/17
Atascadero City Council
Staff Report – City Manager’s Office
Appointment of Atascadero Tourism Business Improvement District
(ATBID) Board Member
RECOMMENDATION:
Council appoint Daniel Brewer to the Atascadero Tourism Business Improvement
District Advisory Board, for a term ending June 30, 2018.
DISCUSSION:
In 2013, the lodging businesses in Atascadero requested the Council establish a
Tourism Business Improvement District in order to levy annual assessments that would
fund tourism promotions and marketing programs to promote the City as a tourism
destination. The City Council approved the establishment of the ATBID, appointed
Board Members, and levy assessments began June 1, 2013. All Board Members serve
two year staggered terms.
On September 6, 2017, Jiten Patel submitted his formal letter of resignation from the
ATBID. In response, staff initiated a nomination process to fill the vacancy. Letters
notifying each lodging business owner of the vacancy, and the date and time of the
ATBID nomination meeting, were mailed out on October 6, 2017.
The nomination meeting was held on November 15, 2017. Daniel Brewer, of Best
Western Plus Colony Inn, was nominated by the lodging owners present at the meeting
to be recommended to the City Council for appointment to the ATBID Board.
FISCAL IMPACT: None.
ALTERNATIVES:
Council may reject the recommendation of the lodging business owners and request a
new recommendation from the lodging business owners.
ATTACHMENT:
Jiten Patel’s Letter of Resignation
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ATTACHMENT: 1
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ATTACHMENT: 1
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ITEM NUMBER: A-5
DATE: 11/28/17
Atascadero City Council
Staff Report – Police Department
Enhanced 9-1-1 System Upgrades
RECOMMENDATIONS:
Council:
1. Approve receipt of $218,000 in California 9-1-1 Emergency Communications
Office Funds to upgrade the Public Safety Communications Center 9-1-1 system.
2. Authorize the Director of Administrative Services to appropriate $218,000 in
California Emergency Communication Office Funds to upgrade the Public Safety
Communications Center 9-1-1 system.
3. Authorize the City Manager to execute a contract with Motorola Call Works in the
amount of $214,833 for the purchase of the Motorola Call Works Enhanced 911
phone system.
DISCUSSION:
The State of California, through the Emergency Communications Branch of Cal OES,
awards grant funds for the maintenance and upgrading of emergency 9-1-1 phone
systems in public safety communications centers throughout the state. The Emergency
Communications Office provides this funding every five years so that Emergency
Communications Centers can maintain their systems to keep pace with ever changing
technology.
Atascadero’s communication center was last upgraded in late 2011. At that time, only
the software for the system was upgraded. The current phone hardware is over 12
years old and is no longer manufactured. This year, the Emergency Communications
Branch has authorized grant funds to the City of Atascadero in the amount of $218,000,
to procure equipment and maintenance agreements to upgrade the City’s current
Emergency 9-1-1 phone system.
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In accordance with Section III (Proprietary Goods and Services) of the City’s purchasing
policy, staff attended demonstrations of emergency 9-1-1 systems provided by three
different vendors, VESTA, VIPER (both provided through AT&T) and Call Works (a
Motorola product). After careful consideration, it was determined that Call Works from
Motorola was the preferred vendor. Call Works has features not found in either VESTA
or VIPER including GPS mapping capabilities that would allow dispatchers to
immediately view the location of 911 callers. This includes calls from cell phones which
can be plotted to within a 50-meter radius. Staff believes that Call Works will allow the
Emergency Dispatch Center to better serve the community.
The majority of the funding will be used for the 9-1-1 system including hardware,
software and 5-year support and maintenance. The remaining funds are considered
residual funds and must be used solely to purchase items for the dispatch center. It is
anticipated that these residual funds will be used to purchase work stations, chairs,
headsets and other related equipment.
The Government Code requires the City Council to appropriate and approve the use of
these funds.
FISCAL IMPACT:
No net impact on the General Fund. General Fund expenditures, in the amount of
$218,000, will be reimbursed by the State of California’s Emergency 9-1-1 Program.
ALTERNATIVE:
The City Council could decline state funding and rely upon the General Fund as funding
source or defer the project. Neither alternative is recommended due to significant
benefit gained from leveraging improved technology without impact to the General
Fund.
ATTACHMENT:
Draft Spending Plan, 9-1-1 Communication Center Upgrade
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Draft Spending Plan
9-1-1 Communication Center System Upgrade
The proposed spending plan below is based on quotes and research completed by
staff. There may be slight variations in cost between the two categories below to adjust
for conditions that arise during installation and upgrade.
Amount Estimated Description of Cost Item
$214,833 Total Base System with 5-year support and
maintenance contract.
2 active PSAP positions, 1 inactive PSAP position
available for use during critical incidents
$3167 Residual funding for dispatch center equipment.
$218,000 GRAND TOTAL
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ITEM NUMBER: A-6
DATE: 11/28/17
Atascadero City Council
Staff Report – Community Development Department
Community Facilities District 2005-1, Annexation No. 17
Levy of Special Taxes Authorization
RECOMMENDATION:
Council adopt on second reading, by title only, the Draft Ordinance, authorizing the levy
of special taxes in Community Facilities District 2005-1 for certain annexation territory
identified as Annexation No. 17.
DISCUSSION:
This action consists of authorizing the levy of special taxes in Community Facilities District
2005-1 to a newly annexed area known as the Cerro Roble residential development
(Annexation No. 17). This is a second reading of the proposed Ordinance and is required
to formalize the annexation.
On November 14, 2017, the City Council held a public hearing on annexing the territory
identified as Annexation No. 17 into the City’s Community Facilities District (CFD) 2005-
1. After the close of the public hearing, the City Council adopted Resolution No. 2017-
064, on a 5-0 vote, authorizing the annexation. A landowner election was held, and the
owner elected to authorize a special CFD tax and approved the annexation. The
Council then introduced a Draft Ordinance, for first reading, on a 5-0 vote, authorizing
the levy of a CFD fee to all future property own ers residing in Annexation No. 17
territory.
The Special Tax levied against Single-Family Residential parcels for Fiscal Year 2017-
2018 was $650.08 per parcel ($54.17 per month), which is subject to an annual
escalator to pay for the service expansion nee ded to serve these additional residential
units. The money collected can only be used to fund new public services authorized to
be funded by the State Mello -Roos Act and identified within the Rate and Method of
Apportionment, and cannot be used to support existing services. Adoption of this
Ordinance, on second reading, will complete the CFD process and allow for the Final
Map to be recorded.
ATTACHMENT:
Draft Ordinance
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DRAFT ORDINANCE
AN ORDINANCE OF THE CITY COUNCIL
OF THE CITY OF ATASCADERO, CALIFORNIA,
AUTHORIZING THE LEVY OF SPECIAL TAXES IN COMMUNITY
FACILITIES DISTRICT NO. 2005-1 (PUBLIC SERVICES),
INCLUDING CERTAIN ANNEXATION TERRITORY
WHEREAS, the City of Atascadero (the “City”) has conducted proceedings pursuant to
the “Mello-Roos Community Facilities Act of l982”, being Chapter 2.5, Part l Division 2, Title
5 of the Government Code of the State of California (the “Act”) and the City of Atascadero
Community Facilities District No. 2005-1 (Public Services) Ordinance enacted pursuant to the
powers reserved by the City of Atascadero under Sections 3, 5, and 7 of Article XI of the
Constitution of the State of California (the “CFD Ordinance”) (the Act and the CFD Ordinance
may be referred to collectively as the “Community Facilities District Law”), to establish the City
of Atascadero Community Facilities District No. 2005-1 (Public Services) (the “District”) for
the purpose of financing police services, fire protection and suppression services, and park
services (the “Services”) as provided in the Act; and
WHEREAS, the rate and method of apportionment of special tax for the District is set
forth in Exhibit B of Resolution No. 2005-038, entitled “A Resolution of the City Council of the
City of Atascadero, California, For the Formation of Community Facilities District No. 2005-l
(Public Services) (the “Resolution of Formation”), which was adopted on May 24, 2005;
and
WHEREAS, the City has conducted proceedings to annex territory into the District and,
with respect to the proceedings, following an election of the qualified electors in the territory
proposed for annexation (the “Annexation Territory”), the City Council, on November l4, 2017,
adopted Resolution No. 2017-065, entitled “Resolution of the City Council of the City of
Atascadero, California, Declaring the Results of Special Annexation Landowner Election,
Determining Validity of Prior Proceedings, and Directing the Recording of an Amendment
to Notice of Special Tax Lien.”
NOW THEREFORE, THE CITY COUNCIL OF THE CITY OF ATASCADERO
HEREBY ORDAINS AS FOLLOWS:
SECTION 1. The above recitals are true and correct.
SECTION 2. By the passage of this Ordinance, the City Council hereby
authorizes and levies the special tax within the District, including the Annexation Territory,
pursuant to the Community Facilities District Law, at the rate and in accordance with the rate
and method of apportionment of special tax set forth in the Resolution of Formation, which rate
Attachment 3: Draft Ordinance – Special Tax Levy
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and method is by this reference incorporated herein. The special tax has previously been levied
in the original territory of the District beginning in Fiscal Year 2006-07, pursuant to Ordinance
No. 478 passed and adopted by the City Council on July 12, 2005 and the special tax is hereby
levied commencing in Fiscal Year 2018-19 in the District, including the Annexation Territory,
and in each fiscal year thereafter to pay for the Services for the District and all costs of
administering the District.
SECTION 3. The City’s Finance Director or designee or employee or consultant of the
City is hereby authorized and directed each fiscal year to determine the specific special tax to
be levied for the next ensuing fiscal year for each parcel of real property within the District,
including the Annexation Territory, in the manner and as provided in the Resolution of
Formation.
SECTION 4. Exemptions from the levy of the special tax shall be as provided in the
Resolution of Formation and the applicable provisions of the Community Facilities District Law.
In no event shall the special tax be levied on any parcel within the District in excess of the
maximum special tax specified in the Resolution of Formation.
SECTION 5. All of the collections of the special tax shall be used as provided in the
Community Facilities District Law and in the Resolution of Formation, including, but not
limited to, the payment of the costs of the Services, the payment of the costs of the City in
administering the District, and the costs of collecting and administering the special tax.
SECTION 6. The special tax shall be collected in the same manner as ordinary ad
valorem taxes are collected and shall have the same lien priority, and be subject to the same
penalties and the same procedure and sale in cases of delinquency as provided for ad valorem
taxes; provided, however, that the City Council may provide for other appropriate methods of
collection by resolution(s) of the City Council. The Finance Director of the City is hereby
authorized and directed to provide all necessary information to the auditor/tax collector of the
County of San Luis Obispo in order to effect proper billing and collection of the special tax, so
that the special tax shall be included on the secured property tax roll of the County of San Luis
Obispo for Fiscal Year 2018-19 and for each fiscal year thereafter until no longer required to
pay for the Services or until otherwise terminated by the City.
SECTION 7. If for any reason any portion of this Ordinance is found to be invalid,
or if the special tax is found inapplicable to any particular parcel within the District, including
the Annexation Territory, by a court of competent jurisdiction, the balance of this Ordinance
and the application of the special tax to the remaining parcels within the District, including
the Annexation Territory, shall not be affected.
SECTION 8. A summary of this Ordinance, approved by the City Attorney,
together with the ayes and noes, shall be published twice: at least five days prior to its final
passage in the Atascadero News, a newspaper published and circulated in the City of
Atascadero, and; before the expiration of fifteen (15) days after its final passage, in the
Atascadero News, a newspaper published and circulated in the City of Atascadero. A copy of the
full text of this Ordinance shall be on file in the City Clerk’s Office on and after the date
following introduction and passage and shall be available to any interested member of the public.
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SECTION 9. This Ordinance shall take effect 30 days from the date of final passage.
INTRODUCED at a regular meeting of the City Council held on November 14, 2017, and
PASSED and ADOPTED by the City Council of the City of Atascadero, State of California, on
_______, 2017, by the following roll call vote:
AYES:
NOES:
ABSTAIN:
ADOPTED:
CITY OF ATASCADERO, CA
______________________________
Tom O’Malley, Mayor
ATTEST:
______________________________
Lara K. Christensen, City Clerk
APPROVED AS TO FORM:
______________________________
Brian A. Pierik, City Attorney
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Atascadero City Council
Staff Report - Community Development Department
Title 9 Planning and Zoning Text Amendments
PLN 2017-1650
RECOMMENDATION:
The Planning Commission recommends:
Council introduce for first reading, by title only, Draft Ordinance amending Title 9,
Zoning Regulations, of the Atascadero Municipal Code.
DISCUSSION:
Background:
On September 27, 2016, the City Council adopted Ordinance 602, which approved a
substantial overhaul to the Zoning text. A short time later, on October 11, 2016, the City
Council adopted Ordinance 604, which repealed and replaced the Sign Ordinance.
Over the past year, staff and the public have had the opportunity to utilize these new
codes and the need for minor updates and clarifications has become apparent. Staff
intends to prepare minor updates to the Zoning code, on an annual basis, or as needed,
to ensure Title 9 of the Atascadero Municipal Code remains a “living document” that
responds to current community needs, economic trends and a changing commercial
environment.
Summary:
Staff proposes text amendments to the Zoning Ordinance, Title 9, to correct
inconsistencies, typographical errors, provide clarity between similar land uses, clarify
the intended language of several development standards, and modify several minor
development standards to reflect real-world development scenarios. A summary of the
proposed text updates and clarifications are detailed below.
Proposed Amendments to Correct Inconsistencies
Staff proposes minor amendments to correct inaccurate cross references and
inconsistencies. The proposed amendments include the following:
Correct references to "adjustments”, which are now termed ”administrative use
permits” (Section 9-1.112), and the chapters of the Zoning Ordinance that may
be modified through an administrative use permit (multiple sections); and
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Correct references to the old native tree regulations (formerly Section 4 -4.155,
now Chapter 9-11) (multiple sections); and
Eliminate redundant use of the word “that” in the required findings for conditional
use permits (Section 9-2.110); and
Apply the correct name to the high density multiple -family zoning district to reflect
the existing maximum density (RMF-24) (multiple sections); and
Correct references to the United States Department of Agriculture Soil
Conservation Service (SCS), which is now the Natural Resources Conservation
Service (NRCS) (Article 2 of Chapter 9-3); and
Correct the numbering of footnotes in the non-residential land use table (Section
9-3.330); and
Correct a typo in the “general retail” land use category requiring a conditional use
permit for projects 50,00 square feet in size (should read 50,000 square feet ) in
the non-residential land use table (Section 9-3.330); and
Correct the Special Use Regulation reference for “temporary or seasonal sales”
(Section 9-3.330); and
Correct the misspelling of “contract construction services” in the non-residential
land use table (Section 9-3.330); and
Provide clarification to the “Sloping Lot Adjustment” subsection (Section 9-4.106);
and
Correct references to the old Sign Ordinance section numbers (Section 9 -3.347,
Section 9-6.105); and
Correct references to the incorrect special-use section for schools in the
“required number of parking spaces” section (reads Section 9 -6.123, should be
Section 9-6.125) (Section 9-4.118); and
Correct references to the old noise regulations (formerly Section 9 -4.143, now
Chapter 9-14) (Section 9-6.105); and
Correct a reference to special use standards for agricultural accessory structures
(formerly Section 9-6.112, should be Section 9-6.109) (Section 9-6.106); and
Correct a reference to a special use standard (Section 9 -6.128), which should be
a reference to the development standard for fencing and screening (Section 9 -
4.128) (Section 9-6.106); and
Correct section titles in the agricultural uses: specialized section (Section 9-
6.108); and
Accurately prescribe the animal hospital special use standards to apply in all
commercial zones where “animal hospitals” are permitted (Section 9-6.110); and
Correct the calculations to remove incorrect math for farm Animal Equivalency
Units (Section 9-6.112); and
Correct the terminology for “roadside stands” to instead reference “agricultural
produce stands” and accurately define the residential zones where the standards
apply in conformance with the Chapter 3 allowable land uses tables (Section 9 -
6.117); and
Within the sign regulations, correct inconsistent language describing zoning
districts (section 9-15.008); and
Correct inconsistencies between the allowed signs by zone table (Table 15.1)
and types of signs and standards table (Table 15.2) (Sections 9 -15.007 and 9-
15.008).
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Land Use Definitions and Uses Allowed In Zoning Districts
The proposed refinements to the land use definitions fix inconsistencies and errors that
were identified following the significant updates that occurred last year with the overhaul
of the zoning regulations. The proposed corrections include the following:
Replace the title “medical marijuana cultivation” with “personal cannabis
cultivation” for consistency with state law and recent code adoption (Section
9-3.230 and 9-3.500); and
Amend code to verify that “parks and playgrounds” are an allowed use in all
residential zoning districts with approval of an administrative use permit
(Section 9-3.330); and
Remove the error that indicates “livestock specialties” is an allowed use in
the commercial zoning districts (Section 9-3.230); and
Provide clarity to the definitions of “amusement services” and “indoor
recreation services” and where the uses are permitted (Section 9-3.330 and
9-3.500); and
Correct the text to indicate that temporary events are an allowed use in the
downtown and require a conditional use permit for temporary uses with a long
set-up or break-down period (Section 9-3.330); and
Allow “eating and drinking places” and “microbrewery – brewpub” in all
commercial and industrial zoning districts (Section 9-3.330); and
Allow “tasting room” in the Downtown Office and Industrial Park zoning
districts (Section 9.3.330); and
Add clarification to where smoke shops may not be allowed by creating the
“retail sales – restricted” land use definition to include pawn shops and smoke
shops, and specifying that they be allowed in the same zoning districts as
“personal services – restricted” (Sections 9-3.330 and 9-3.500); and
Allow “animal hospitals” in the Commercial Professional zoning district when
no animals are housed overnight (Section 9-3.330); and
Clarify that daycare centers for children and adults are allowed within the
Commercial Neighborhood zoning district and remove them from the
Commercial Service zoning district (Section 9-3.330); and
Clarify code to allow “small family day care” and conditionally allow “large
family day care” in some commercial zones within conforming and legal non -
conforming residences (Section 9-3.330); and
Remove “large family day care” as an allowed use in the Downtown Office
zoning district where residential uses are not permitted (Section 9 -3.330); and
Add “laundromat / coin-operated laundry” as a separate land use definition
(Sections 9-3.330 and 9-3.500); and
Move card rooms and billiard and pool halls from “amusement services” to the
“personal services – restricted” land use category. Currently, amusement
services are not an allowed use within the C-T zone, where Outlaws
Cardroom is located. This amendment would allow Outlaws to be a
conforming use. (Section 9-3.500); and
Differentiate between “business support services” and “contract construction
services” (Section 9-3.500); and
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Clarify language limiting the “general retail” land use to occur primarily within
a building, and add note that stores selling certain types of merchandise are
considered “retail sales-restricted” (Section 9-3.500); and
Clarify confusing language in the definition of “health care services” regarding
unlicensed professionals (Section 9-3.500).
Modification of Development Standards
Staff proposes the following clarifications to development standards, which provide
details on how various land uses must provide for items such as setbacks, parking,
density and other physical limitations. The clarifications proposed below align the zonin g
with the current general plan and provide clarity to the RMF zone density, flag lots and
parking for offices.
Illustrate existing minimum and maximum density on slopes in the High -
Density Multiple-Family zoning district (Section 9-3.252); and
Add clarity to the definition of a front setback for flag lots (Sections 9-4.106);
and
Remove the requirement to increase interior setbacks for structures on the
same lot when adjusting the allowed height of buildings (Section 9 -4.113);
and
Remove the definition of the term “office space” in the “required number of
parking spaces” section and eliminate the per-office parking requirements for
offices, instead requiring parking based on total area similar to other land
uses (Section 9-4.118); and
Add a definition for flag lot and correct figure-numbering errors caused by
adding a figure for flag lot (Section 9-9.102).
Conclusion:
The proposed text amendments are consistent with the General Plan and are part of
annual efforts to align the zoning regulations with City policy, ensuring the City has an
accurate and legible code. At a later date, staff will be returning with amendments that
will examine ground-floor downtown land uses in an effort to continue to stimulate
economic development, while maintaining a high quality commercial core.
FISCAL IMPACT:
No fiscal impact to the City is anticipated.
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ALTERNATIVES:
1. Council may modify the text amendments recommended by the Planning
Commission.
2. Council may determine that more information is needed, on some proposed
revisions, and may refer the item back to the Planning Commission to develop
additional information. It is recommended that Council clearly state the type of
information that is required and move to continue the item to a future date.
3. Council may deny some or all of the proposed text amendments. It is
recommended that Council specify the reasons for denial of the project and
recommend an associated finding.
ATTACHMENT:
Draft Ordinance
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ATTACHMENT 1: Draft Ordinance
DRAFT ORDINANCE
AN ORDINANCE OF THE CITY COUNCIL
OF THE CITY OF ATASCADERO, CALIFORNIA,
AMENDING THE ATASCADERO MUNICIPAL CODE
TITLE 9 ZONING REGULATIONS
WHEREAS, an application has been received from the City of Atascadero (6500 Palma
Ave., Atascadero, CA 93422), to consider Zoning Regulations Text Amendments to Title 9,
Chapters 1-4, 6, 9 and 15 (PLN 2017-1650 / ZCH 2017-0186); and
WHEREAS, the amendment to the Zoning Regulations will provide for the orderly and
efficient interpretation of land use policies where such development standards are applicable; and
WHEREAS, a Notice of Exemption was prepared for the project and made available for
public review in accordance with the requirements of the California Environmental Quality Act
(CEQA); and,
WHEREAS, the laws and regulations relating to the preparation and public notice of
environmental documents, as set forth in the state and local guidelines for implementation of the
California Environmental Quality Act (CEQA) have been adhered to; and,
WHEREAS, the Planning Commission has determined that it is in the best interest of the
City to enact these amendments to Title 9, Zoning Regulations of the Atascadero Municipal
Code; and,
WHEREAS, a timely and properly noticed public hearing, on the subject of amending
the Zoning Regulations, was held by the Planning Commission of the City of Atascadero at
which hearing evidence, oral and documentary, was admitted on behalf of said Planning and
Zoning text amendments; and,
WHEREAS, the Planning Commission of the City of Atascadero, at a public hearing
held on November 7, 2017, studied and considered PLN 2017 -1650 and recommends that the
City Council approve the proposed amendments; and,
WHEREAS, the City Council of the City of Atascadero, at a public hearing held on
November 28, 2017, studied and considered PLN 2017-1650.
NOW THEREFORE, THE CITY COUNCIL OF THE CITY OF ATASCADERO
HEREBY ORDAINS AS FOLLOWS:
SECTION 1. The above recitals are true and correct.
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SECTION 2. The City Council finds as follows:
1. The Planning and Zoning Text Change is consistent with General Plan policies and
all other applicable ordinances and policies of the City.
2. This Amendment of the Zoning Ordinance will provide for the orderly and efficient
use of lands where such development standards are applicable.
3. The Text Change will not, in itself, result in significant environmental impacts.
SECTION 3. A categorical exemption for the Zoning Regulations amendments has been
prepared and adopted as shown in Exhibit A on file in the City Clerk’s Office and incorporated
herein by reference.
SECTION 4. Atascadero Municipal Code Title 9 Zoning Regulations is amended as
detailed in Exhibit B on file in the City Clerk’s Office and incorporated herein by reference.
SECTION 5. The City Council of the City of Atascadero, in a regular session assembled
on November 28, 2017 resolved to introduce for first reading, by title only, an Ordinance
amending Atascadero Municipal Code Title 9 Zoning Regulations as shown in Exhibit B on file
in the City Clerk’s Office and incorporated herein by reference.
SECTION 6. A summary of this Ordinance, approved by the City Attorney, together
with the ayes and noes, shall be published twice: at least five days prior to its final passage in the
Atascadero News, a newspaper published and circulated in the City of Atascadero, and; before
the expiration of fifteen (15) days after its final passage in the Atascadero News, a newspaper
published and circulated in the City of Atascadero. A copy of the full text of this Ordinance
shall be on file in the City Clerk’s office on and after the date following introduction and passage
and shall be available to any interested member of the public.
SECTION 7. This Ordinance shall take effect 30 days from the date of final passage.
INTRODUCED at a regular meeting of the City Council held on ____________________, and
PASSED and ADOPTED by the City Council of the City of Atascadero, State of California, on
_____________________, by the following roll call vote:
AYES:
NOES:
ABSTAIN:
ADOPTED:
CITY OF ATASCADERO, CA
______________________________
Tom O’Malley, Mayor
ATTEST:
______________________________
Lara K. Christensen, City Clerk
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APPROVED AS TO FORM:
______________________________
Brian A. Pierik, City Attorney
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EXHIBIT A. Notice of Exemption
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EXHIBIT B: Proposed Amendments to Title 9 Zoning Regulations
Amend the following subsections of Chapter 1, Section 9-1.112; and Chapter 2, Sections 9-
2.108 and 9-2.110; and Chapter 3, Sections 9-3.104, 9-3.230, 9-3.242, 9-3.243, 9-3.244, 9-
3.252, 9-3.262, 9-3.330, 9-3.347, and 9-3.500; Chapter 4, 9-4.106, 9-4.113, 9-4.115, 9-4.118, 9-
4.119, 9-4.120, 9-4.127, and 9-4.128; Chapter 6, Sections 9-6.105, 9-6.106, 9-6.108, 9-6.110,
9-6.117, and 9-6.140; Chapter 9, Section 9-9.102; and Chapter 15, Sections 9-15.007 and 9-
15.008 as shown:
9-1.112 Administrative use permit.
An administrative use permit is intended to allow for public review of land use proposals
which are not of sufficient magnitude or complexity to warrant a Planning Commission hearing,
but which could have a noticeable impact in the neighborhood. It provides flexibility in the
regulation of certain standards set forth in Chapters 9-4, 9-6, 9-14 and 9-15 of this title. This
procedure ensures public review of proposed uses so that they will be compatible with existing
or desired conditions in their neighborhoods.
(a) When Allowed. When a standard of Chapter 9-4, 9-6, 9-14 or 9-15 identifies specific
circumstances under which reduction or modification of the standards may be appropriate, an
applicant may make application for an administrative use permit.
(b) Application. An administrative use permit application shall be filed with the
Community Development Department as an attachment to its respective project application, and
shall include appropriate supporting materials. Supporting materials shall include, but not be
limited to, a plot plan, written description of activities proposed, rationale for relaxation or
modification of the applicable standard, and mailing labels with the names and addresses for all
property owners located within three hundred (300) feet of the subject property. The hearing
officer may require additional information as necessary.
(c) Processing. The Community Development Department hearing officer shall hold a
public hearing to review whether findings can be made to approve the application. Notice of the
hearing shall be given to adjacent property owners as provided in Section 9-1.110.
Approval of the application may be made contingent upon conditions of approval. The
applicant, or any aggrieved party, may appeal the hearing officer’s decision and/or conditions of
approval to the Planning Commission. The hearing officer’s decisions shall be final unless
appealed as provided in Section 9-1.111 of this title.
An additional fee shall not be charged if the application for administrative use permit is
considered in conjunction with a plot plan, precise plan or conditional use permit.
(d) Findings for Approval. An administrative use permit shall be approved only if the
following findings are made in the affirmative by the hearing officer:
(1) Modification of the applicable standard will not result in a project that is inconsistent
with the General Plan;
(2) Modification of the applicable standard will not result in a project that is inconsistent
with the character of the immediate neighborhood or contrary to its orderly development;
(3) Modification of the applicable standard will not result in a project that is not in
compliance with any pertinent City policy or criteria adopted by ordinance or resolution of the
City Council; and
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(4) Modification of the applicable standard will not result in the authorization of a use not
otherwise allowed; and
(5) Any other findings deemed necessary.
9-2.108 Plot plan.
A plot plan is a ministerial approval. When a plot plan is required by this title to authorize a
project proposal, its approval certifies that the land use or development will satisfy all applicable
provisions of this title. Plot plan approval is required when a development or use of land is listed
in a particular zoning district as an allowable use and when it is determined by the Planning
Director that the development project, or the establishment of a use of land which is not a
development project, is eligible for a categorical exemption pursuant to Public Resources Code
Section 21084 and the State EIR Guidelines. Approval of a plot plan enables issuance of a
building permit under Title 8 of this Code, or the establishment of a land use which does not
require a building permit, but is still subject to the standards of this title.
(a) Plot Plan Application. Plot plan applications shall include the forms provided by the
Planning Department, and the drawings listed in subsection (b) of this section. Drawings must be
neatly and accurately prepared and at a scale acceptable to the Planning Director which will
enable ready identification and recognition of submitted information.
(b) Plot Plan Content. Drawings filed with plot plan applications shall include the
following, using multiple sheets if necessary:
(1) Site Location and Dimensions. Location, exterior boundaries and dimensions of the
entire property which is the subject of the application shall be depicted. The scale of the drawing
and a north arrow shall be indicated. An area location map showing the proposed project site and
its distance from nearby cross streets, and natural or man-made landmarks, as necessary to
readily locate the site, may be included.
(2) Street Improvements. The location, name, width, and pavement type of adjacent
street(s) or alleys as well as the location of existing or proposed curbs, gutter or sidewalk
improvements, if any, shall be indicated.
(3) Buildings and Structures. The location, dimensions, and use of all existing and
proposed structures on the property, including accessory structures, decks, balconies, fences,
walls and other structural elements that protrude into yard areas shall be indicated. When the use
of a proposed structure is not certain at the time of application, the occupancy-type as defined by
the Uniform Building Code may be substituted for use. The height of buildings and structures
and elevations (relative height) of the finish floor to the edge of the pavement or road at the
driveway entrance shall be shown.
(4) Utilities. The location, dimensions and type of utilities proposed including water
supply, sewage disposal facilities, electricity, gas or similar shall be shown.
(5) On-Site Improvements. The location and dimensions of existing or proposed
driveways and parking areas (enclosed or open), including type of surfacing materials, and
identification of any driveway grades over twelve percent (12%) shall be made. The location and
dimensions of areas proposed for grading and landscaping shall also be indicated.
(6) Landforms. The generalized location of any major topographic or man-made features
on the site, such as rock outcrops, bluffs, streams and watercourses, or graded areas shall be
shown.
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(7) Additional Information. Shall be included with plot plan applications in the following
specific cases:
(i) Grading Plan. When required by Section 9-4.138;
(ii) Drainage Plan. When required by Section 9-4.148;
(iii) Sign Information. When any use is proposed to have signs, a description of their
location, size, design and copy shall be provided;
(iv) Trees. Applications shall show the location of trees existing on the site in or within
fifty (50) feet of the area proposed for grading or other construction, which are eight (8) inches
or larger in diameter at four (4) feet above natural grade. Trees proposed to be removed shall be
specifically identified. Any tree removal is subject to the requirements of Section 9-4.155
Chapter 9-11.
(c) Plot Plan Review and Approval. The Planning Director shall approve a plot plan
application when the proposed project or use satisfies all applicable provisions of this title.
9-2.110 Conditional use permit.
(a) The conditional use permit is the process used to review land use proposals of a nature
or magnitude which could significantly affect their surroundings. Such land use proposals
include:
(1) Uses that are shown as conditional uses in a particular zoning district; or
(2) Multiple-family residential developments consisting of twelve (12) or more units, even
if such a development is listed as an allowed use in a particular zoning district; or
(3) Nonresidential development containing fifty thousand (50,000) square feet or more of
building footprint area, even if such a development is listed as an allowable use in a particular
zoning district; or
(4) Outdoor commercial and industrial sales and storage developments as defined by
Section 9-9.102 of ten thousand (10,000) square feet or more, even if such a development is
listed as an allowable use in a particular zoning district.
(b) Because of the intensity of such uses, public review and input into decisions on
whether to approve such proposals is needed. That input is given in a public hearing before the
Planning Commission. The conditional use permit is a discretionary approval and the Planning
Commission may approve or disapprove a conditional use permit or may adopt additional
conditions of approval. Conditional use permit applications may be denied by the Planning
Commission because of specific findings identified through public hearing testimony or because
of provisions of this title. When conditional use permit approval is required, preparation and
processing of the application shall be as follows:
(1) Conditional Use Permit Content. The content of a conditional use permit application is
to be the same as required for the precise plan use by Section 9-2.109(a).
(2) Conditional Use Permit Processing. Conditional use permit applications shall be
submitted to the Planning Department and shall be processed as follows:
(i) Environmental Determination. A conditional use permit application accepted for
processing as set forth in Section 9-2.102 shall receive an environmental determination as
required by the California Environmental Quality Act (CEQA). The Planning Department shall
process the application concurrently with the environmental determination.
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(ii) Staff Report. The Planning Department shall prepare a staff report which:
a. Describes the characteristics of the proposed land use or development project, as well
as the project site and its surroundings; and
b. References applicable policies and regulations; and
c. Determines whether the proposed use or project satisfies at minimum the provisions of
this title; and
d. Recommends whether, and on what basis the proposal should be approved,
conditionally approved or disapproved.
(iii) Public Hearing. The Planning Director shall schedule the conditional use permit for
public hearing before the Planning Commission as set forth in Section 9-1.110.
(3) Approval. The authority to take final action on a conditional use permit as set forth in
this subsection is assigned to the Planning Commission, provided that such decisions may be
appealed to the City Council (Section 9-1.111, Appeal).
(i) Conditions of Approval. After the conclusion of a public hearing, the Planning
Commission may approve, conditionally approve, or disapprove the conditional use permit. In
conditionally approving a conditional use permit, the Planning Commission shall designate such
conditions to satisfy any requirements of CEQA, and to:
a. Secure compliance with the objectives and requirements of this title and the General
Plan; and
b. Designate time limits or phasing schedules other than those specified in Section 9-
2.112 for the completion of projects when deemed appropriate.
(ii) Additional Conditions. In addition to the conditions of Section 9-2.110(b)(3)(i), the
Planning Commission may adopt other conditions, including but not limited to:
a. Requiring that security be provided to guarantee performance and/or compliance with
conditions of approval, as set forth in Section 9-2.121;
b. Requiring installation of specific on-site or off-site improvements;
c. Requiring periodic review or limiting the permit to a specified period of time;
d. Requiring that the permit be personal to the applicant or be applicable to the property;
e. Any other conditions as are judged by the Planning Commission to be necessary to
achieve compatibility between the proposed use and its site, its immediate surroundings, and the
community.
(iii) Effect of Conditions. Whenever a conditional use permit approval is granted or
amended subject to conditions, use or enjoyment of the conditional use permit approval in
violation, or without observance of any conditions shall constitute a violation of this title. In the
event of such a violation, the approval may be revoked or modified as provided in Section 9-
8.105. The duration of conditions is established in Section 9-2.118. Any change in the conditions
of approval of a conditional use permit shall only be allowed after following all procedures
undertaken for the original approval.
(iv) Required Findings. If the Planning Commission approves or conditionally approves a
conditional use permit, it shall first find that:
a. The proposed project or use is consistent with the General Plan; and
b. The proposed project or use satisfies all applicable provisions of this title; and
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c. The establishment, and subsequent operation or conduct of the use will not, because of
the circumstances and conditions applied in the particular case, be detrimental to the health,
safety or welfare of the general public or persons residing or working in the neighborhood of the
use, or be detrimental or injurious to property or improvements in the vicinity of the use; and
d. That the proposed project or use will not be inconsistent with the character of the
immediate neighborhood or contrary to its orderly development; and
e. That the proposed use or project will not generate a volume of traffic beyond the safe
capacity of all roads providing access to the project, either existing or to be improved in
conjunction with the project, or beyond the normal traffic volume of the surrounding
neighborhood that would result from full development in accordance with the land use element;
and
f. That the proposed project is in compliance with any pertinent city policy or criteria
adopted by ordinance or resolution of the city council; and
g. Any additional findings deemed necessary.
(4) Effective Date. The approval of a conditional use permit shall become final and
effective for the purposes of issuing a construction permit or establishing a nonstructural use
fourteen (14) days following the Planning Commission approval unless prior to that time an
appeal to the decision is filed as set forth in Section 9-1.111(b).
9-3.104 Symbols used.
(a) Zoning Districts. The letter symbols listed after each zoning district in Section 9-
3.102(a) through (c) shall be used to designate the location of various zoning districts on the
official zoning maps (Section 9-1.102).
(b) Overlay Districts. The letter symbols listed after each overlay district in Section 9-
3.103(a) shall be appended to the base zoning district and be placed in parentheses thereafter to
designate the location of various overlay districts on the official zoning maps (Section 9-1.102).
Example: Residential Suburban as the base zone within a Flood Hazard and Geologic Hazard
overlay area would show on the official zoning maps as RS (FH) (GH).
(c) Density in Residential Multiple-Family Zoning District. A number specifying the
maximum permitted number of dwelling units per net acre in multiple-family residential zoning
districts shall be appended to the base zoning district to designate the density on the official
zoning maps (Section 9-1.102). Example: Residential Multiple-Family allowing twenty-four
(204) units per net acre within a Historic Site overlay area would show on the official zoning
maps as RMF/204 (HS).
(d) Minimum Lot Size in Residential and Agricultural Zoning District Areas. A symbol
specifying the minimum lot size in acres in certain residential zoning districts shall be appended
to the base zoning district and be placed following a hyphen thereafter where necessary to
designate the minimum lot size on the official zoning maps (see Section 9-1.102).
Example: Residential Single-Family with a one-half (1/2) acre minimum lot size in a Flood
Hazard Overlay Zone would show on the official zoning maps as RSF-X(FH). Minimum lot size
will not always be shown on the official maps especially in zoning districts where the minimum
size is uniform, in circumstances where Chapter 9-6 establishes minimum sizes for some, but not
all, uses within a zoning district, and where performance standards identified for certain zoning
districts in this chapter are used to establish the minimum lot size.
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9-3.230 Agriculture & Residential district allowable land uses.
Table 3-1 identifies the uses of land allowed this Zoning Code in each agriculture and
residential district, and the planning permit required to establish each use, in compliance with
Section 9-1 and Section 9-2 of this code. Where the last column in the tables (“Specific Use
Regulations”) includes a section number, the regulations in the referenced section apply to the
use. Provisions in other sections of this article may also apply.
Table 3-1 – Agriculture & Residential Land Uses
Allowed Land Uses and Permit Requirements
Agriculture / Residential Zones
A Allowed Use, Zoning Clearance Required
AUP Administrative Use Permit
CUP Conditional Use Permit Required
Not Permitted
Permitted Uses By Zones Special Use
Regulation(s)
A RS RSF LSF RMF
Agricultural Related Uses
Agricultural Accessory Uses A A A 9-6.109
Agricultural Produce Stands A A A AUP AUP 9-6.117
Agriculture Employee Housing A 9-6.107
Farm animal raising A A A AUP 9-6.112
Horticultural specialties A A 9-6.116
Large Scale Ag Manufacturing A CUP 9-6.103
Livestock Specialties A CUP 9-6.115
Medical Marijuana Personal Cannabis
Cultivation
A A A A A 9-6.186 9-17
Small Scale Ag Processing A A A AUP AUP 9-6.103
Natural Resources and Processing
Resource Extraction CUP CUP 9-6.147- 9.6-61
Residential Uses
Multi-Family Housing A 9-3.175
Manufactured Home / Mobile Home A A A A A 9-6.143
Mobile Home Parks CUP CUP CUP CUP 9-6.142, 9-6.143
Organizational Houses CUP CUP CUP CUP 9-3.175
Residential accessory uses A A A A 9-6.106
Single-family dwelling A A A A 9-6.143, 9-6.184
Secondary Residential Units A A A 9.-5
Temporary dwelling A A A A 9-6.175
Recreation, Education, & Public Assembly
Churches and related activities CUP CUP CUP CUP 9-6.121
Parks & Playgrounds AUP AUP AUP AUP
Schools CUP CUP CUP CUP 9-6.125
Schools – Business and Vocational CUP CUP CUP CUP 9-6.125
Temporary events A A A A A 9-6.177
Tourism, Lodging, & Dining
Bed and Breakfast CUP CUP CUP CUP
Services-Professional
Day Care – Small Family Day Care Home A A A A 9-6.125
Day Care – Large Family Day Care / Child
Care Center
CUP CUP CUP CUP 9-6.125
Kennels CUP CUP 9-6.111
Medical Extended Care Services, six (6)
clients or less
A A A CUP 9-6.134
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Table 3-1 – Agriculture & Residential Land Uses
Allowed Land Uses and Permit Requirements
Agriculture / Residential Zones
A Allowed Use, Zoning Clearance Required
AUP Administrative Use Permit
CUP Conditional Use Permit Required
Not Permitted
Permitted Uses By Zones Special Use
Regulation(s)
A RS RSF LSF RMF
Medical Extended Care Services, seven
(7) clients or more
CUP CUP CUP CUP 9-6.134
Residential Care, six (6) clients or less A A A A 9-6.135
Residential Care, seven (7) clients or
more
CUP CUP CUP CUP 9-6.135
RCFE – Assisted Living, six (6) clients or
less
A A A A 9-6.135
RCFE – Assisted Living, seven (7) clients
or more
CUP CUP CUP CUP 9-6.135
RCFE – Independent Living Center /
Senior Apartments
CUP
RCFE – Retirement Hotel CUP
Transportation, Infrastructure & Communication
Pipelines Utility Infrastructure CUP CUP CUP CUP CUP
Utility Transmission Facilities A A A A A
Wireless Communication Facilities CUP CUP CUP CUP CUP
Notes:
Zoning Districts Abbreviations
A – Agriculture; RS-Residential Suburban ; RSF-Residential Single Family Residential ; LSF – Limited
Single Family Residential ; RMF – Residential Multi-Family
9-3.242 Minimum lot size—RS Zone.
The minimum lot size in the Residential Suburban Zone shall be two and one-half (2 1/2)
acres and may range up to ten (10) acres depending upon conformance with performance
standards established in this section.
(a) Performance Standards. The following performance standards shall be evaluated for
each lot in determining its minimum lot size:
(1) Distance from the Center of the Community. Using the Atascadero Administration
Building as the center of the community, the lot size factor based on this performance standard
shall be:
Distance* Lot Size Factor
0 — 8,000′ 0.20
8,000′ — 10,000′ 0.25
10,000′ — 12,000′ 0.30
12,000′ — 14,000′ 0.40
14,000′ — 16,000′ 0.50
16,000′ — 18,000′ 0.60
18,000′ — 20,000′ 0.75
20,000′ + 0.90
* To be measured as radial distance using map maintained in Planning Department.
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(2) Septic Suitability. Using generalized soils data from the Soil Natural Resources
Conservation Service Reports, the lot size factor based on this performance standard shall be:
SNRCS Rating* Lot Size Factor
Well suited 0.50
Moderate 0.75
Slow 1.00
Severe 1.50
* Refer to map maintained in Community Development Department.
Percolation tests may be substituted for the Soil Natural Resources Conservation Service
Reports. These shall be prepared by a registered civil engineer or licensed sanitarian. The
following conversion chart shall be used to determine the appropriate lot size factor:
Percolation Rating Minutes Per Inch
Well suited Less than 20
Moderate or slow 20 to 39
Slow 40 to 59
Severe Greater than 60
(3) Average Slope. Using the Basic, Sectional or Contour Measurement Method, the lot
size factor based on this performance standard shall be:
Slope Lot Size Factor
0 — 10% 0.50
11 — 20% 0.75
21 — 25% 1.00
26 — 30% 1.25
31 — 35% 1.75
36 — 40% 2.00
40% + 2.25
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(4) Condition of Access. Using the road right-of-way with the shortest accessible distance
between a lot and an improved collector road, the lot size factor based on this performance
standard shall be:
Condition Lot Size Factor
City accepted road 0.40
Paved road, less than 15% slope 0.40
Paved road, greater than 15% slope 0.50
All-weather road, less than 15% slope 0.75
All-weather road, greater than 15% slope 1.00
Unimproved road, less than 15% slope 1.25
Unimproved road, greater than 15% slope 1.50
(5) General Neighborhood Character. Using the average lot size of existing lots which are
zoned for single-family residential use (except that lots larger than fifteen (15) acres shall be
excluded unless they constitute more than twenty-five percent (25%) of the total number of lots)
within a one thousand five hundred (1,500) foot radius, the minimum lot size factor based on this
performance standard shall be determined by multiplying the average lot size by two-tenths
(0.2).
(b) Determination of Minimum Lot Size. The minimum lot size shall be determined by the
sum of each of the lot size factors for the performance standards set forth in subsection (a) of this
section, however in no case shall the minimum lot size be less than two and one-half (2-1/2)
acres in size.
(1) The most current information shall be used to determine the lot size factor. Where
information is not available, the Planning Director shall determine which lot size factor shall
apply.
(2) If more than one (1) lot size factor can be applied to a lot, the less restrictive factor
shall be used.
(3) Lot size factors shall be based on conditions in existence at the time of filing an
application unless information is included with the application which will alter a lot size factor.
(Ord. 602 § 2, 2016)
9-3.243 Minimum lot size—RSF Zone.
The minimum lot size in the Limited Residential Single-Family Zone shall be twenty
thousand (20,000) square feet with sewer, one-half (1/2) acre where sewer is not available and
may range up to two and one-half (2-1/2) acres. The size of a lot shall be consistent with the land
use designation set forth in the General Plan and shall be indicated by the symbols set forth in the
following chart, which shall be shown on the official zoning maps as provided by Section 9-
3.104(d).
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Symbol Minimum Lot Size
X 1/2 acre net area (excluding land needed for street rights-of-way whether
publicly or privately owned).
Y 1 acre, when sewers are available. 1-1/2 acres, when sewers are not available.
Z 1-1/2 to 2-1/2 acres based on performance standards set forth in this section.
(a) Performance Standards. The following performance standards shall be evaluated for
each lot which is appended with the “Z” symbol in determining its minimum lot size:
(1) Distance from the Center of the Community. Using the Atascadero Administration
Building as the center of the community, the lot size factor based on this performance standard
shall be:
Distance* Lot Size Factor
0—4,000′ 0.08
4,000′—6,000′ 0.10
6,000′—8,000′ 0.12
* To be measured as radial distance using map maintained in the Planning Department.
(2) Septic Suitability. Using generalized soils data from the Soil Natural Resources
Conservation Service Reports, the lot size factor based on this performance standard shall be:
SNRCS Rating* Lot Size Factor
Well suited 0.30
Moderate or slow 0.50
Severe 0.70
* Refer to map maintained in Community Development Department.
Percolation tests may be substituted for the soil conservation service Natural Resources
Conservation Service reports. These shall be prepared by a registered civil engineer or licensed
sanitarian. The following conversion chart shall be used to determine the appropriate lot size
factor:
Percolation Rating Minutes Per Inch
Well suited Less than 20
Moderate 20 to 39
Slow 40 to 59
Severe Greater than 60
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(3) Average Slope. Using the Basic, Sectional or Contour Measurement Method, the lot
size factor based on this performance standard shall be:
Slope Lot Size Factor
0—20% 0.30
21—30% 0.50
31%+ 0.70
(4) Condition of Access. Using the road right-of-way with the shortest accessible distance
between a lot and an improved collector road, the lot size factor based on this performance
standard shall be:
Condition Lot Size Factor
Paved with slope of less than 15% or City-accepted 0.15
Paved with slope of greater than 15% 0.20
All-weather surface with slope of less than 15% 0.25
All-weather surface with slope of greater than 15% 0.30
Unimproved surface 0.40
(5) General Neighborhood Character. Using the average lot size of existing lots (except
that lots larger than five (5) acres shall be excluded unless they constitute more than twenty-five
percent (25%) of the total number of lots) within a one thousand (1,000) foot radius, the
minimum lot size factor based on this performance standard shall be determined by multiplying
the average lot size by two-tenths (0.2).
(b) Determination of Minimum Lot Size. The minimum lot size shall be determined by the
sum of each of the lot size factors for the performance standards set forth in subsection (a) of this
section.
(1) The most current information shall be used to determine the lot size factor. Where
information is not available, the Planning Director shall determine which lot size factor shall
apply.
(2) If more than one (1) lot size factor can be applied to a lot, the less restrictive factor
shall be used.
(3) Lot size factors shall be based on conditions in existence at the time of filing an
application unless information is included with the application which will alter a lot size factor.
9-3.244 Minimum lot size—LSF Zone.
(a) Performance Standards. The following performance standards shall be evaluated for
each lot which is appended with the “Z” symbol in determining its minimum lot size:
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(1) Distance from the Center of the Community. Using the Atascadero Administration
Building as the center of the community, the lot size factor based on this performance standard
shall be:
Distance* Lot Size Factor
0—4,000′ 0.08
4,000′—6,000′ 0.10
6,000′—8,000′ 0.12
* To be measured as radial distance using map maintained in the Planning Department.
(2) Septic Suitability. Using generalized soils data from the Soil Natural Resources
Conservation Service Reports, the lot size factor based on this performance standard shall be:
SNRCS Rating* Lot Size Factor
Well suited 0.30
Moderate or slow 0.50
Severe 0.70
* Refer to map maintained in Community Development Department.
Percolation tests may be substituted for the Soil Natural Resources Conservation Service
Reports. These shall be prepared by a registered civil engineer or licensed sanitarian. The
following conversion chart shall be used to determine the appropriate lot size factor:
9-3.252 Density—RMF Zone.
The maximum allowable density in the Residential Multiple-Family Zone shall be
designated on the official zoning maps as provided by Section 9-3.104(c) and be consistent with
the General Plan for new residential subdivisions as follows:
(a) Areas Designated Low Density Multiple-Family Residential. The minimum number of
dwelling units per net acre is two (2). The maximum number of dwelling units per net acre is ten
(10).
(b) Areas Designated High Density Multiple-Family Residential. The minimum number
of dwelling units per net acre is twenty (20). The maximum number of dwelling units per net
acre is twenty-four (24).
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(c) Hillside Density Standards. The densities permitted by subsections (a) and (b) of this
section shall be modified to the following densities based on site topography, as follows:
Average Slope Low Density
Multiple-Family
(units/acre)
High Density Multiple-Family (units/acre)
Minimum Maximum
0—10.99% 10 20 24
11—15.99% 7 14 17
16—20.99% 5 10 12
21—25.99% 3 6 7
26—30.0% 2 4 5
> 30% 1 2 2
(d) For medical extended care services, where residents are primarily nonambulatory, the
following maximum bed/net acre densities may be permitted, where subject to Planning
Commission conditional use permit approval:
RMF-10 District 34 beds/net acre
RMF-240 District 55 beds/net acre
9-3.262 Property development standards—RMF.
(i) RMF-204 properties identified in Appendix 1, Table V-45 (Vacant Residential Parcels
RMF-20), of the General Plan Housing Element shall be permitted “by right” and will not be
subject to conditional use permit or specific plan. Proposed planned development projects or
other relief from property development standards on these parcels shall be subject to
discretionary review per the requirements of the Municipal Code.
9-3.330 Nonresidential district allowable land uses.
Table 3-2 identifies the uses of land allowed by this Zoning Code in each nonresidential
district, and the planning permit required to establish each use, in compliance with Chapters 9-1
and 9-2 of this code. Where the last column in the tables (“Specific Use Regulations”) includes a
section number, the regulations in the referenced section apply to the use. Provisions in other
sections of this article may also apply.
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Table 3-2 – Non-Residential Use Table
Allowed Land Uses
and Permit
Requirements
Non-Residential
Zones
A Allowed Use, Zoning Clearance Required
CUP Conditional Use Permit Required
AUP Administrative Use Permit Required
Not Permitted
Use Permitted Uses By Zones Special Use
Regulation(s
)
CN CP CR CS CT CPK DC DO IP I
Agricultural Resources
Agricultural
Produce Stands
A A A A 9-6.117
Farm Equipment
& Supplies
A A A A A
Farmer’s Market CUP CUP CUP CUP CUP A A
Horticultural
specialties
A A A A A 9-6.116
Large Scale Ag
Manufacturing
CUP CUP A 9-6.103
Livestock
Specialties
A CUP 9-6.115
Residential Uses
Age Restricted
Housing
CUP
Care Taker’s
Residence /
Employee Unit
CUP CUP CUP
Live/Work Unit A31
Multi-family
Dwellings
CUP12 CUP2 CUP12 CUP2 A31 A31
Single-family
dwelling
A31 A31
Single-Room
Occupancy Units
CUP 9-6.184
Recreation, Education, & Public Assembly
Amusement
Services
CUPA CUPA CUPA A A A
Churches &
Related Activities
CUP CUP 9-6.121
Indoor Recreation
Services
CUP CUP CUP A
A A CUP CUP CUP
Libraries,
Museums
A A A A A A
Membership
Organizations
A A CUP CUP
Outdoor
Recreation
Services
CUP CUP A 9-6.123
Parks &
Playgrounds
A A
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Table 3-2 – Non-Residential Use Table
Allowed Land Uses
and Permit
Requirements
Non-Residential
Zones
A Allowed Use, Zoning Clearance Required
CUP Conditional Use Permit Required
AUP Administrative Use Permit Required
Not Permitted
Use Permitted Uses By Zones Special Use
Regulation(s
)
CN CP CR CS CT CPK DC DO IP I
Public Assembly
& Entertainment
CUP CUP A CUP CUP
Schools -Business
& Vocational
A A A A CUP CUP CUP CUP 9-6.125
Schools A A A CUP CUP 9-6.125
Recreation, Education, & Public Assembly
Social & Service
Organizations
A A A
Sports Assembly CUP CUP A
Temporary Events A/CUP
3
CUP A/CUP
3
A/CUP
3
A/CU
P 3
A/CUP
3
A/CUP
3
A/CUP
3
A A 9-6.177
Tourism, Lodging, & Dining
Bar/Tavern CUP CUP CUP A
Bed and Breakfast CUP CUP CUP CUP
Drive-Through
Sales or Services
CUP CUP CUP CUP CUP CUP 9-4.122
Eating &
Drinking Places
A A A A A A A A A A
Hotels, Motels CUP A A A CUP
Microbrewery -
Brewpub
A CUP A A A A A A A CUP
A
Recreational
Vehicle Parks
A 9-6.180
Tasting Room A CUP A A A A A A A CUP
A
Retail Trade and Sales54
Accessory Storage A A A A A A A 9-6.103
Adult Oriented
Business
A A A A 9-16
Artisan Foods and
Products
A A A A45 A A
Auto Dealers
(New & Used) &
Supplies
CUP CUP CUP CUP CUP 9.6.163
Building
Materials &
Hardware
A A A A A A 9-6.165
Fuel Dealer A A A A A 9-6.129
General Retail A A A A A A A
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Table 3-2 – Non-Residential Use Table
Allowed Land Uses
and Permit
Requirements
Non-Residential
Zones
A Allowed Use, Zoning Clearance Required
CUP Conditional Use Permit Required
AUP Administrative Use Permit Required
Not Permitted
Use Permitted Uses By Zones Special Use
Regulation(s
)
CN CP CR CS CT CPK DC DO IP I
General Retail
greater than
50,000 sf
CUP CUP CUP CUP CUP CUP CUP
Mobile eating and
drinking vendors6
A A A A A A A A
Retail Sales -
Restricted
A CUP CUP
Sales Lots CUP CUP CUP CUP 9-6.139
Service Stations CUP CUP CUP A 9-6.164
Temporary or
Seasonal Sales
A A A A A A A A A 9-6.1746
Services-Business, Financial & Professional
ATM A A A A A A A A A A
Financial Services
& Banks
A A A A A A CUP A
Government
Offices &
Facilities
A A A A A A A A A A
Health Care
Services
A A A CUP A A A
Offices A A A A A A A A
Temporary
Offices
A A A 9-6.176
General Services
Animal Hospitals CUP7 CUP A CUP 9-6.110
Auto Repair and
Services
CUP A A CUP A A 9-6.168
Business Support
Services
A A A A A A A A
Contract
Construction
Services
A A A A
Day Care
Childcare
Center
A A A A CUP 9-6.125
Large Family
Day Care
ACUP
8
ACUP8 A CUP 9-6.125
Small Family
Daycare
A8 A8 A8 A8 A38
Adult Day A A A A CUP
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Table 3-2 – Non-Residential Use Table
Allowed Land Uses
and Permit
Requirements
Non-Residential
Zones
A Allowed Use, Zoning Clearance Required
CUP Conditional Use Permit Required
AUP Administrative Use Permit Required
Not Permitted
Use Permitted Uses By Zones Special Use
Regulation(s
)
CN CP CR CS CT CPK DC DO IP I
Care Facility
Kennels CUP A 9-6.111
Laundromat /
Coin-Operated
Laundry
A A A A A CUP CUP A A
Medical Extended
Care Services: 6
Residents or Less
A A 9-6.134
Medical Extended
Care Services: 7
Residents or More
A A 9-6.134
Mini-Storage CUP CUP A A
Mortuary Services A A
Personal Services A A A A A CUP A
Personal Service
Restricted
A CUP CUP
Printing &
Publishing
CUP CUP A A A
RCFE – Assisted
Living
A A A 9-6.135
RCFE –
Independent
living / Senior
Apartments
CUP CUP CUP 9-6.135
RCFE –
Retirement Hotel
CUP CUP CUP 9-6.135
Residential Care:
6 Residents or
Less
A31 A31 9-6.135
Vehicle &
Equipment
Storage54
CUP CUP A A 9-6.183
Industrial, Wholesale, Manufacturing Uses
Brewery –
Production
CUP CUP A A
Collection
Stations
A A A A A A A A 9-6.130
Laundries & Dry
Cleaning Plants
A A A A
Medical Research CUP A A CUP A A
Manufacturing & CUP CUP A A A A
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Table 3-2 – Non-Residential Use Table
Allowed Land Uses
and Permit
Requirements
Non-Residential
Zones
A Allowed Use, Zoning Clearance Required
CUP Conditional Use Permit Required
AUP Administrative Use Permit Required
Not Permitted
Use Permitted Uses By Zones Special Use
Regulation(s
)
CN CP CR CS CT CPK DC DO IP I
Processing - Low
Intensity
Manufacturing &
Processing – High
Intensity54
CUP CUP AU
P
AUP
Recycling &
Scrap
CUP CUP 9-6.131
Recycling Centers CUP CUP 9-6.132
Research &
Development
CUP A A CUP A A A
Storage,
Recycling and
Dismantling of
Vehicles and
Material
CUP A A 9-6.131
Warehousing CUP CUP A A
Wholesaling &
Distribution
Center54
AUP AUP A A A A
Winery -
Boutique
A A A A A A A
Winery –
Production
CUP CUP A A
Transportation Communication & Infrastructure
Broadcast Studios A A
Data and
Computer
Services Center
AUP AUP CUP A A
Parking Lots AUP AUP AUP AUP AUP AUP AUP AUP AU
P
AUP
Telecommunicati
on Facility
CUP CUP CUP CUP CUP CUP CUP CUP CUP CUP
Transit Stations CUP CUP A CUP CUP CUP CUP CUP
Utility Facilities CUP CUP CUP CUP CUP CUP CUP CUP
Vehicle & Freight
Terminals
CUP CUP CUP
Utility
Infrastructure
A A CUP A A A CUP CUP A A
Notes: (Only t These notes apply only to this tTable 3-2 below).
1 3 Residential uses allowed only on second and third floors, except sites north of Olmeda Avenue. If a project is required to
provide a unit in compliance with the Americans with Disabilities Act, the handicapped accessible unit may be located on a
first floor. A first floor unit shall be located in a non-storefront location within a tenant space.
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Table 3-2 – Non-Residential Use Table
Allowed Land Uses
and Permit
Requirements
Non-Residential
Zones
A Allowed Use, Zoning Clearance Required
CUP Conditional Use Permit Required
AUP Administrative Use Permit Required
Not Permitted
Use Permitted Uses By Zones Special Use
Regulation(s
)
CN CP CR CS CT CPK DC DO IP I
1 Multi-family dwellings permitted when located on the second floor or above.
2 Multi-Ffamily dwellings permitted when located on the second floor or above, or within an existing residential structure of
historical significance.
3 Temporary events requiring more than 3 days for onsite setup and 3 days for teardown require the approval of a conditional
use permit (Section 9-2.110).
4 5 Outdoor commercial and industrial sales and storage developments (as defined by Section 9-9.102) of ten thousand
(10,000) square feet or more require the approval of a conditional use permit (Section 9-2.110), even if such a development
is listed as an allowable use in a particular zoning district.
5 4 Handcrafted and artisan food production shall be ancillary to the retail component.
6 Mobile Food vending permitted if use is located outside of right-of-way and located on private property
7 When no overnight stays of animals are included.
8 Permitted when in association with conforming and legal non-conforming residences.
Zoning District
Abbreviations
CN – Commercial Neighborhood; CP – Commercial Professional; CR – Commercial Retail; CS – Commercial Service;
CT – Commercial Tourist; CPK – Commercial Park; DC – Downtown Commercial; DO – Downtown Office; IP –
Industrial Park ; I – Industrial
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9-3.347 DC/DO Zone.
The following are property development standards for both the DC and DO zoning districts,
in addition to those found in Chapters 9-4, 9-6, and other special use regulations found in this
title.
Development Feature
Requirement by Zoning District
DC DO
Downtown Commercial Downtown Office
Minimum lot size No minimum
Setbacks Minimum and maximum setbacks required. See Refer to
Section 9-4.103 for setback requirement, allowed projections
into setbacks, and exceptions to setbacks.
Front None allowed, except for
building insets designed to
accommodate outdoor eating and
seating areas, and except for East
and West Mall between El
Camino Real and Palma Avenue,
where a minimum of 20 feet is
required.
As required by Section 9-
4.106 when adjacent to a
residential zone, none
required otherwise.
Sides (each) None required
Rear None required
Creek To be determined through Design Review
Height limit 45 feet not to exceed 3 stories; 18
feet on the west side of El
Camino Real between Atascadero
Creek and the lot line common to
Lots 19 and 20, Block H-B,
Atascadero Colony Map.
35 feet
Landscaping As required by Section 9-4.124 et seq. (Landscaping,
screening and fencing)
Off-street parking None required, except as required
by Section 9-4.114 for hotels,
motels, and residential uses, and
for all development east of
Atascadero Creek.
As required by Sections 9-
4.114 et seq.
Signs Refer to Chapter 9-15 See Section 9-15.005(b)
Density 20 dwelling units/acre maximum 20 dwelling units/acre
maximum
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9-3.500 Definitions.
As used in Title 9, the following terms and phrased shall have the meaning ascribed to them
in this Section, unless the context in which they are used clearly requires otherwise.
A. Definitions “A”
Accessory Storage. The indoor or outdoor storage of various materials on the same site as a
principal building or land use which is other than storage, which supports the activities or
conduct of the principal use.
Adult-Oriented Business. Any business defined by Chapter 19 of Title 9 in the Atascadero
Municipal Code, or subsequent code section, as an adult arcade, adult bookstore, adult novelty
store, adult video store, adult cabaret, adult motel, adult motion picture theater, adult theater,
massage parlor (excluding State-licensed massage therapy), sexual encounter establishment, or
nude model studio is an adult oriented business.
Age Restricted Housing. Residential multifamily or single-family units that restrict
occupancy based on age. This use typically consists of senior housing which restricts age for
fifty-five (55) and older.
Agricultural Accessory Uses. Uses that are customarily part of an agricultural activity
including structures that are designed to house farm implements, hay, grain, poultry, livestock, or
other horticulture products, including noncommercial greenhouse that are incidental and
secondary to a residential use. This does not include garages, workshops, or other similar
residential accessory structures.
Agricultural Produce Stands. Open structures for the retail sale of agricultural products
(except hay, grain and feed sales which are included under “Farm Equipment and Supplies”)
which are grown on the site in residential or agriculture zones. This does not include farmers’
markets or “seasonal sales” located in nonresidential zoning districts, defined under “temporary
sales.”
Agriculture Employee Housing. Includes single-family dwellings, or other lodging
accommodations provided as a part of farming operations, as regulated under the California
Health and Safety Code, employees on land owned by the owner of the building site on which
the lodging is located.
Amusement Services. Establishments providing indoor amusement, or entertainment, or
personal enrichment services on payment of a fee or admission charge, such as: arcades and
coin-operated amusements; card rooms, billiard and pool halls as a primary use; alleys; ice
skating and roller skating; dance halls, and ballrooms which are principal uses rather than being
subordinate to an eating or drinking place; gymnasiums, reducing salons, health and exercise
facilities including yoga, dance, martial arts and similar small studios that do not include courts
or similar facilities; designed for tennis, handball, racquetball or similar indoor participation
sports. and music and arts and crafts instruction. Athletic facilities with basketball, racquetball
or similar indoor participation sports are classified as “indoor recreation services”. Card rooms,
billiard and pool halls as a primary use are classified as “Personal services-restricted”.
Animal Hospitals. Establishments primarily engaged in performing services for animals,
including veterinary services and animal hospitals. Does not include kennels, which are listed as
a separate category.
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Artisan Foods and Products. An establishment that specializes in artisan food production,
art glass, ceramics, jewelry, paintings, sculpture, and other handcrafted items, where the facility
includes a retail component.
Auto Dealers (New and Used) and Supplies. Retail and wholesale trade establishments
selling new and used automobiles, including, but not limited to, light trucks (US DOT Class 1, 2,
and 3), boats (FBSA Class A and Class 1 boats (under twenty-six (26) feet in length)),
recreational vehicles, recreational/utility trailers, motorcycles and mopeds. Also includes
establishments selling new parts and accessories within a building for the above. Does not
include establishments dealing exclusively in used parts. Includes automobile repair shops only
when maintained by establishment engaged in the sale of vehicles on the same site. Does not
include “service stations,” which are separately defined.
Auto Repair and Services. Service establishments primarily engaged in the repair,
alteration, painting, washing or waxing of automobiles, and lube services. May also include
rental of cars, trucks or trailers; leasing of cars and trucks. Does not include repair shops which
are subordinate to and maintained by a vehicle dealership.
Automated Teller Machine (ATM). Computerized, self-service machines used by banking
customers for financial transactions, including deposits, withdrawals and fund transfers, without
face-to-face contact with financial institutions personnel. The machines may be located at or
within banks, or in other locations.
B. Definitions “B”
Bar/Tavern. Establishments where alcoholic beverages are sold for on-site consumption,
which is not part of a larger restaurant. Includes bars, taverns, pubs, night clubs, and similar
establishments where any food service is subordinate to the sale of alcoholic beverages. Does not
include adult entertainment businesses or uses defined under microbreweries or tasting rooms.
Bed and Breakfast. Transient lodging establishments primarily engaged in providing
overnight or otherwise temporary lodging for the general public. Such establishments provide
limited meal service, generally breakfast, for lodgers.
Brewery – Production. An establishment which produces ales, beers, meads, hard ciders,
and/or similar beverages on-site. Production breweries are classified as a use which requires a
Class 01 type licensure from Alcohol Beverage Control (ABC). Breweries may also serve
beverages on-site, and sell beverages for off-site consumption in keeping with the regulations of
the Alcohol Beverage Control (ABC) and Bureau of Alcohol, Tobacco, and Firearms (ATF).
Broadcasting Studios. Commercial and public communications uses including radio,
television broadcasting and receiving stations and studios with facilities entirely within
buildings. Does not include antennas and towers, which are defined under “telecommunications
facilities.”
Building Materials and Hardware. Retail trade establishments primarily engaged in the
sale of lumber and other building materials, including paint, wallpaper, glass, hardware, nursery
stock, lawn and garden supplies. Includes all such stores selling to the general public, even if
sales to contractors account for a larger proportion of total sales. Establishments primarily selling
plumbing, heating, and air conditioning equipment and electrical supplies are classified in
“wholesaling and distribution centers.”
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Business Support Services. An establishment or business located entirely within a building
that is open to customer visitation and with limited or no storage, which and provides services to
other business including, but not limited to:
• Blueprinting and reprographics, copying and quick printing services;
• Computer related services repair and rental;
• Private mail and mailbox service not affiliated with federal mailing agency;
• Co-working spaces, incubator-type services that provide office-type working spaces
for a fee.
• Protective services (other than office related) and security system services;
• Outdoor advertising and signage services;
• Services to structures such as window cleaning, exterminators, janitorial services and
other similar types.
C. Definitions “C”
Caretaker Residence/Employee Unit. A permanent residence that is secondary or
accessory to the primary use of the property, and used for housing a caretaker employed on the
site of any nonresidential use where a caretaker is needed for security purposes or to provide
twenty-four (24) hour care or monitoring of plants, animals, equipment, or other conditions on
the site. Does not include housing for caretaker-type employees in the Agriculture Zone which is
defined as “agriculture employee housing.”
Cemeteries. Interment establishments engaged in subdividing property into cemetery lots
and offering burial plots or air space for sale. Includes animal cemeteries and cemetery,
mausoleum and columbarium operations. Excludes funeral parlor and related facilities which are
listed under “mortuary services.”
Churches and Related Activities. Religious organization facilities operated for worship or
for promotion of religious activities, including churches and religious Sunday-type schools.
Other establishments maintained by religious organizations, such as educational institutions,
hospitals and other operations that may be considered commercial in nature if not run by the
religious organization (such as a recreational camp) are classified according to their respective
activities.
Collection Stations. Facilities for the temporary accumulation and storage of recyclable
discarded materials, which are subsequently transported to recycling centers or solid waste
disposal sites for further processing. Does not include automobile wrecking yards or any
recycling processing facilities, which are listed under “recycling and scrap.” Does not include
temporary storage of toxic, mutagenic or radioactive waste materials.
Contract Construction Services Facilities. Office uses with indoor/or outdoor facilities
operated by, or on behalf of a building contractor, exterminator, janitorial service or similar for
storage of large equipment, vehicles, and/or other materials commonly used in the individual
contractor’s type of business and can include the storage of materials used for repair and
maintenance of contractor’s own equipment; and buildings or structures for uses by the
contractor.
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D. Definitions “D”
Data and Computer Services/Center. A use where the majority of the space is occupied
by computers and/or related equipment and where information is processed, transferred, and/or
stored (also commonly referred to as “server farms.)” Data and computer service/centers may
contain data technology centers, internet service providers (ISPs), network operation centers,
web hosting facilities and other similar establishments primarily engaged in providing direct
access through telecommunication networks to computer-held information.
Day Care. Facilities that provide nonmedical care and supervision of individuals for
periods of less than twenty-four (24) hours. These facilities include the following, all of which
are required to be licensed by the California State Department of Social Services or successor
agency. Day care uses include the following:
• Child Care Center. Child day care facilities designed and approved to accommodate
fifteen (15) or more children. Includes infant centers, nursery schools, preschools, sick-child
centers, and school-age day care facilities. These may be operated in conjunction with a
school or church facility, or as an independent land use.
• Large Family Day Care Home. As provided by Health and Safety Code Section
1596.78 or successor provision, a home that regularly provides care, protection, and
supervision for seven (7) to twelve (12) children, including up to two (2) children under the
age of ten (10) years who reside in the home, for periods of less than twenty-four (24) hours
per day, while the parents or guardians are away.
• Small Family Day Care Home. As provided by Health and Safety Code Section
1596.78 or successor provision, a home that provides family day care for six (6) or fewer
children, including two (2) children under the age of ten (10) years who reside in the home.
• Adult Day Care Facility. A day care facility providing care and supervision for adult
clients.
Drive-Through Sales or Services. A facility where food or other products may be
purchased or where services may be obtained by motorists without leaving their vehicles.
Examples of drive-through sales facilities include fast-food restaurants, drive-through coffee,
photo-stores, pharmacies, etc. Examples of drive-through service facilities include drive-through
bank teller windows, automated teller machines (ATM), dry cleaners/laundromats, etc., but do
not include service stations or other vehicle services, which are separately defined.
E. Definitions “E”
Eating and Drinking Places. Restaurants and other establishments selling prepared foods
and drinks for consumption on the premises, as well as facilities for dancing and other
entertainment which are secondary and subordinate to the principal use of the establishment as
an eating and drinking place. Also includes lunch counters and refreshment stands selling
prepared goods and drinks for immediate consumption. Restaurants, lunch counters, and drinking
places operated as subordinate service facilities within other establishments are not included here
unless they are operated as leased departments by outside operators. Does not include
establishments with drive-through facilities or uses defined under adult oriented business.
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EV Charging Site. Electric Vehicle (EV) charging site includes level one, level two, and
level three charging sites that are an accessory use to a primary use, such as a parking lot,
building, or multi-family residence. These charging sites are incidental uses and may or may not
charge a fee for use. Does not include stand-alone EV charging station as defined in “service
stations.”
F. Definitions “F”
Farm Animal Raising. The keeping, feeding or grazing of animals as an avocation, hobby,
or school project, subordinate to the principal residential use of a property, includes species
commonly considered as farm animals as well as exotic species, but does not include household
pets. This includes the raising or feeding of beef cattle, sheep and goats by grazing or pasturing.
Does not include uses defined as “livestock specialties.”
Farm Equipment and Supplies. Establishments primarily engaged in the sale or rental of
agricultural machinery and equipment for use in the preparation and maintenance of the soil, the
planting and harvesting of crops, and other operations and processes pertaining to work on the
farm; also dairy and other livestock equipment including trailers. Includes agricultural
machinery, dairy farm machinery and equipment, irrigation equipment, poultry equipment and
frost protection equipment; hay, grain and feed sales.
Farmers’ Market. The temporary and intermittent use of a public or private property for
the outdoor sales of food and farm produce in compliance with California Food and Agriculture
Code Section 1392 et seq., and artisan products or similar farmers’ markets products that include
multiple sales vendors.
Financial Services. Service establishments primarily engaged in the field of finance,
including: banks and trust companies; credit agencies other than banks; brokers and dealers in
securities and commodity contracts; security and commodity exchanges; holding (but not
predominantly operating) companies; and other investment companies.
Fuel Dealers. Retail trade establishments primarily engaged in the sale to consumers of
liquefied petroleum gas (LPG), propane, bottled or other fuels in bulk. Does not include
accessory uses as part of a service station.
G. Definitions “G”
General Retail. Stores and shops selling either many lines of merchandise, or specialized
type of merchandise, where the retail sales are conducted within the entire footprint of primarily
within a building. Examples include, but not limited to:
• Antique stores, second hand stores, jewelry stores, hobby materials, specialty stores;
• Art galleries, art supplies, collectibles, hobby materials;
• Bicycles, toys, games, sporting goods and equipment;
• Department stores, drug stores, pharmacies, supermarkets, groceries stores, specialty
food markets, membership warehouse clubs;
• Florists, house plant stores (indoor sales), small house wares;
• Home furniture stores, consumer electronic/audio visual goods, bookstores, home
and/or office appliance stores (excludes wholesale sales not open to the general public);
• New clothing, shoes, and accessory retail stores;
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• Stationary, dry goods, fabric stores and sewing supplies, and variety stores;
• Stand-alone convenience markets (excludes fuel sales), warehouse retail stores,
building supply hardware stores where outdoor sales are limited to under ten thousand
(10,000) square feet.
Pawn shops and retail stores that sell smoking, tobacco and vaping products as the primary use
are included in “retail sales–restricted.”
Government Offices and Facilities. Administrative, clerical, or public contact and/or
service offices of recognized local, state, or federal agencies. Includes post offices, City Hall,
municipal corporation yards, etc.
H. Definitions “H”
Health Care Services. Service establishments primarily engaged in furnishing medical,
mental health, surgical and other personal health services including: medical, dental, and
psychiatric offices (mental health) related services, including various types of counseling
practiced by licensed individuals other than medical doctors or psychiatrists, or unlicensed
individuals, are included under “offices”; medical and dental laboratories; outpatient care
facilities; and allied health services. Associations or groups primarily engaged in providing
medical or other health services to members are included. Also includes hospitals and similar
establishments primarily engaged in providing diagnostic services, extensive medical treatment
including surgical and other hospital services; such establishments have an organized medical
staff, inpatient beds, and equipment and facilities to provide complete health care. Nursing
homes and similar long-term personal care facilities are classified in “residential care.”
Home Occupations. The gainful employment of the occupant of a dwelling, with such
employment activity being subordinate to the residential use of the property.
Horticultural Specialties. Businesses engaged in the production of ornamental plants, tree
farms, and other products, grown under cover or outdoors. Also includes establishments engaged
in the sale or on-site production of such product.
Hotels, Motels. Commercial transient lodging establishments, including hotels, motor
hotels, motels, tourist courts or cabins, primarily engaged in providing overnight or otherwise
temporary lodging, with or without meals, for the general public. Such establishments shall not
provide kitchen facilities in more than twenty-five percent (25%) of the units.
I. Definitions “I”
Indoor Recreation Services. Facilities for various indoor sports and recreation, including:
bowling alleys; ice skating and roller skating; gymnasiums, health and athletic clubs; tennis,
handball, racquetball and similar indoor sports; shooting and archery ranges; recreation and
community centers. Smaller fitness studios without courts are classified as “amusement
services”.
J. Definitions “J”
K. Definitions “K”
Kennels. A lot, building, structure, enclosure or premises where four (4) or more dogs or
cats (four (4) months of age or older) are kept or maintained, including the keeping of such
animals for sale, for commercial breeding or for lodging and care. Does not include dogs and
cats kept for noncommercial purposes.
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L. Definitions “L”
Large Scale Ag Manufacturing. The large scale processing of agriculture products
subsequent to their harvest, with the intent of preparing them for market or further processing
including: alfalfa cubing; hay baling and cubing; corn shelling; drying of corn, rice, hay, fruits
and vegetables; grain cleaning and custom grinding; custom grist mills; custom milling of flour,
feed and grain; sorting, grading and packaging of fruits and vegetables; tree nut hulling and
shelling; cotton ginning; and wineries in excess of one thousand (1,000) square feet in total use
area. This does not include the growing, harvesting, and production of medical marijuana, or
legally approved uses of marijuana by either the State of California or Federal Government.
Laundries and Dry Cleaning Plants. Service establishments primarily engaged in high
volume laundry and garment services, including: power laundries (family and commercial);
garment pressing and dry cleaning; linen supply; diaper service; industrial laundries; carpet and
upholstery cleaners. Does not include coin-operated laundries or dry cleaning pickup stores
without dry cleaning equipment, which are classified in “personal services.”
Laundromat / Coin-Operated Laundry. Facilities providing washing and drying
machines for use by customers for a fee as a primary use. Dry cleaning pick-up stores are
classified as “personal services”.
Libraries, Museums. Permanent public or quasi-public facilities generally of a
noncommercial nature such as libraries, museums, art exhibitions, planetariums, aquariums,
botanical gardens, arboretums and zoos. Also includes historic sites and exhibits.
Livestock Specialties. Agricultural establishments primarily engaged in commercial
livestock keeping or feeding as a principal land use which, because of operational characteristics,
may generate dust, odors or visual impacts which could have an adverse effect upon adjacent
properties. Such uses include dairies; chicken, turkey and other poultry farms; animal specialties
(such as rabbit farms and other fur-bearing animals); other specialties such as bee farms, aviaries,
worm farms, etc.
Live/Work Units. An integrated housing unit and working space, occupied and utilized by
a single household in a structure, either single-family or multifamily, that has been designed or
structurally modified to accommodate joint residential occupancy and work activity, and which
includes:
• Complete kitchen space and sanitary facilities in compliance with the Building Code;
• Working space reserved for and regularly used by one or more occupants of the unit;
• Working space includes uses that are permitted within the zoning district.
M. Definitions “M”
Manufacturing, Repair, and Processing – High Intensity. A facility or establishment that
accommodates manufacturing processes that involve and/or produce building materials,
fabricated metal products, machinery, and other similar manufacturing uses, where the intensity
or scale of operations is determined to be greater than those classified under “manufacturing and
processing – low intensity,” but where impacts to surrounding neighborhoods, businesses, and
the community may cause a significant impact. Uses may have an indoor setting, however uses
may also be conducted outdoors. Examples of manufacturing and processing uses that are
considered high-intensity include the following, but are not limited to:
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• Machinery manufacturing that makes or process raw materials into products;
• Metal fabrication and welding shops engaged in the production and/or assembly of
metal, and other similar metal shops;
• Manufacturing that cuts, shapes, and/or finishes building materials used in home or
nonresidential construction;
• Chemical product manufacturing that produces or uses basic chemicals and other
establishments creating products predominantly by chemical processes;
• Product manufacturing that produces bulk concrete, asphalt, and other paving
materials;
• Paving and roof materials manufacturing of various common paving and petroleum-
based roofing materials including bulk asphalt, paving blocks made of asphalt, creosote
wood, and various compositions of asphalt and tar;
• Plastics, other synthetics and rubber manufacturing;
• Primary metal industries engaged in smelting, refining of ferrous and nonferrous
metals;
• Other similar heavy intensive uses.
Manufacturing, Repair, and Processing – Low Intensity. A facility or business that
engages in the assembly, fabrication, and conversion of already processed raw materials into
products, where the operational characteristics of the manufacturing process and the materials
used are unlikely to cause significant impacts to the existing surrounding neighborhood or
businesses in a indoor setting. Examples of manufacturing and processing uses that are
considered low intensity include the following, but are not limited to:
• Artisan manufacturing and production where no retail component exists;
• Production, assembly, and/or repair where no raw materials are manufactured;
• Production and assembly of precision electronics and scientific instruments, including
on-site offices;
• Producing or processing of foods and beverages for human consumption where no
retail component exists and does not include noxious odors or excessive noise and no
slaughter occurs on-site;
• Repair and service of small consumer products;
• Small scale manufacturing where assembling and/or manufacturing is completed by
hand or precision tools;
• Small product manufacturing not classified in another major manufacturing group.
Medical Extended Care Services. Residential facilities providing nursing and health-
related care as a primary use with in-patient beds. Examples of these uses include: board and
care homes; convalescent and rest homes; extended care facilities; and skilled nursing facilities.
Long-term personal care facilities that do not emphasize medical treatment are included under
“residential care.”
Medical Marijuana. See Section 9-6.186.
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Medical Research. Establishment related to medical and/or dental research, testing and
analysis, including but not limited to trial and clinical research. Biomedical and pharmaceutical
research and development facilities are not included in this definition. Medical research does not
include the storage or use of quantities of hazardous materials nor any toxic gas. Additionally,
medical research may include storage and use of etiological (biological) agents up to and
including Risk Group 2 or Bio Safety Level 2 (Center for Disease Control). Typically uses are a
part of a campus-like setting such as a business park or stand-alone building.
Membership Organizations. Organizations operating on a membership basis for the
promotion of the interests of the members, including: business associations; professional
membership organizations; labor unions and similar labor organizations; civic, social and
fraternal organizations (not lodging); political organizations and other membership
organizations.
Micro-Brewery/Brewpub. An establishment that produces ales, beers, meads, hard
ciders/and or similar beverages to serve on-site. Sale of beverages for off-site consumption is
also permitted consistent with the regulations of the Alcohol Beverage Control (ABC) and
Bureau of Alcohol, Tobacco, and Firearms (ATF). Food service for on-site consumption is
allowed as an ancillary use. Brewpubs and microbreweries are considered small operations
consistent with ABC license type 23, 40, or 42 or State similar licensures.
Mini-Storage. Buildings containing individual storage areas rented or leased to the general
public. Does not include warehousing or exterior storage facilities.
Mobile Eating and Drinking Vendors. Any vehicle, wagon, or pushcart that is self-
propelled or can be pushed/pulled down a street or sidewalk, on which food is displayed,
prepared, or processed for the purpose of selling food or drinks to a consumer.
Mobile Home/Manufactured Home. A modular structure that is transportable in one or
more sections, that is certified under the Nation Manufactured Housing Construction and Safety
Standards Act of 1974, is tied down to a permanent foundation with wheels removed and skirted.
A mobile home on a permanent foundation is considered a single-family dwelling.
Mobile Home Park. Any site that is planned and improved to accommodate two (2) or
more mobile homes used for residential purposes, or on which two (2) or more mobile homes, as
the term “mobile home” is defined in California Civil Code Section 798.3 or successor provision
of the California Mobilehome Residency Law, for nontransient use, are rented, leased, or held
out for rent or lease, or were formerly held out for rent or lease and later converted to a
subdivision, cooperative, condominium, or other form of resident ownership, to accommodate
mobile homes used for residential purposes.
Mortuary Services. Establishments with facilities for the preparation of the dead for burial,
cremation and for the holding of funeral observances and services. Accessory facilities may
include a cemetery, columbarium or mausoleum. Includes: funeral homes and parlors, mortuaries
and related facilities.
Multiple-Family Dwelling. Two (2) or more dwelling units located on a single lot, each
occupied by a single housekeeping unit; includes buildings or groups of buildings designated as
apartments, duplexes, triplexes and condominiums, but not including motels, hotels, dormitories,
or RV parks as herein defined. Also includes transitional housing, supportive housing and single
room occupancy housing where people live as independently as possible with the assistance of
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social services tailored to each person’s needs as defined in Section 9-9.102 of the Zoning
Ordinance. This does not include secondary units in single-family zoning districts.
N. Definitions “N”
O. Definitions “O”
Offices. Establishments engaged in performing a service in a professional office including:
engineering, architectural and surveying services; real estate agencies; noncommercial
educational, scientific and research organizations; accounting, auditing, and bookkeeping
services; authors, writers, artists, etc.; advertising agencies; photography studios and small
commercial art studios; employment agencies and stenographic services; reporting services; data
processing and computer services; management, public relations, and consulting services;
detective agencies and other similar professional services; attorneys; and counseling services
provided by individuals other than licensed psychiatrists, which are included under “health care
services.”
Organization Houses. Residential lodging houses operated by membership organizations
for the benefit of their constituents and not open to the general public. Also includes fraternity
and sorority residential houses and religious residential retreats.
Outdoor Recreation Services. Facilities for various outdoor sports and recreation,
including: amusement and kiddie parks; golf courses, golf driving ranges and miniature golf
courses; skateboard parks; go-cart and miniature auto race tracks; tennis courts, swim and tennis
clubs and facilities; play lots, playgrounds and athletic fields; recreation and community centers.
P. Definitions “P”
Parking Lot. An open area, excluding a street or other public right-of-way, for the
exclusive use of parking as a primary use for automobiles and available to either to the public or
patrons of adjacent buildings or structures. Parking lots can either be free for use , or may charge
a fee for compensation. Long-term parking and storage of inoperable vehicles is classified in
“vehicle and equipment storage”.
Parks and Playgrounds. A public outdoor recreational facility that may provide a variety
of recreational activities including playground equipment, open space areas for passive
recreation including hiking and biking trails, zoos, picnicking, and sport and active recreation
facilities dedicated for use to the public.
Personal Cannabis Cultivation. As defined by Chapter 9-17.
Personal Services. Service establishments primarily engaged in providing nonmedical
services as a primary use and may include accessory retail sales of products related to the
services provided. These uses include the following: beauty shops (includes permanent makeup
when less than ten percent (10%) of overall sales), barber shops, day spas and massage therapy
where each massage therapist is certified/licensed by a State-recognized organization, shoe repair
shops, dry cleaning pickup stores, clothing rental, tailors, tanning salons, pet grooming services,
nail salons, and other similar uses.
Personal Services—Restricted. Service establishments that may have a blighting and/or
deteriorating effect upon the surrounding area which may need to be dispersed in order to
minimize their adverse impact. Examples of these uses include, but are not limited to, the
following: check cashing and/or payday/same day loans; smoking, tobacco and vaping products
as a primary use; fortunetellers, psychics; palm, tarot and card readers; card rooms, billiard and
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pool halls as a primary use; tattoo and body piercing services; pawn shops, to which the business
of pawn brokering, or the business of lending money upon personal property, pawns or pledges
is done; and hot tubs and saunas that are not an accessory to a permitted use.
Printing and Publishing. An establishment engaged in printing letter press, lithography
gravure, screen offset or electrostatic copying and other establishments serving the printing trade
such as bookbinding, typesetting, engraving, photoengraving, and electrotyping. The use also
includes establishments that publish newspapers, books, and periodicals; establishments
manufacturing business forms and binding devices. “Quick printing” services are included in the
definition “business support services.”
Public Assembly and Entertainment. Facilities for public assembly and group
entertainment such as: public and semi-public auditoriums; exhibition and convention halls; civic
theaters and meeting halls; motion picture theaters; legitimate theater facilities for live theatrical
presentations or concerts by bands and orchestras; amphitheaters; meeting halls for rent and
similar public assembly uses.
Q. Definitions “Q”
R. Definitions “R”
Recreational Vehicle Parks. Transient lodging establishments primarily engaged in
renting, leasing or otherwise providing overnight or short-term sites for trailers, campers, or
tents, with or without individual utility hookups, but with other facilities such as public
restrooms. Does not include incidental camping areas, which are included under “rural sports and
group facilities.”
Recycling and Scrap. Establishments primarily engaged in assembling, breaking up,
sorting, temporary storage and distribution of recyclable or reusable scrap and waste materials,
including auto wreckers engaged in dismantling automobiles for scrap. Does not include waste
disposal sites, which are separately defined. Does not include temporary storage of toxic or
radioactive waste materials.
Recycling Centers. An establishment, which is larger than a “collection station,” that
serves as a community-wide center for the collection and/or processing of recyclable materials
such as glass, paper, plastic, aluminum and metal cans.
Research and Development. Research and development offices, devoted to scientific and
engineering research and the design, development and testing of new technology and products;
usually includes laboratory space or small-scale manufacturing operations.
Residential Accessory Uses. Includes any use that is customarily part of a residence and is
clearly incidental and secondary to a residence and does not change the character of the
residential use. Residential accessory uses include the storage of vehicles and other personal
property and accessory structures including garages, studios and workshops.
Residential Care. A single-family or multiple-family dwelling unit that is licensed or
supervised by a Federal, State, or local health/welfare agency that provides nonmedical care of
unrelated persons who are in need of personal service, supervision, or assistance essential for
sustaining activities of daily living or for the protection of the individual. Use includes the
following: children’s homes; halfway houses; rehabilitation centers; self-help group homes.
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Residential Care Facility for the Elderly (RCFE). A housing arrangement chosen
voluntarily by the residents or the residents’ guardians, conservators or other responsible
person(s) where the following occurs: where seventy-five percent (75%) of the residents are at
least sixty-two (62) years of age, or, if younger, have needs compatible with other residents; and
where varying levels of care and supervision are provided, as agreed to at the time of admission
or as determined necessary. RCFE uses may include basic services and community space. RCFE
uses include the following:
• Assisted Living Facility. A residential building or buildings that also provide housing,
personal and health care, as permitted by the Department of Social Services, designed to
respond to the daily, individual needs of the residents. Assisted living facilities may include
kitchenettes (small refrigerator, sink and/or microwave oven) within individual rooms.
Assisted living facilities are required to be licensed by the California Department of Social
Services, and do not include medical extended care services.
• Independent Living Center/Senior Apartment. Independent living centers and
senior apartments are multifamily residential projects reserved for senior citizens, where
common facilities may be provided (for example, recreation areas), but where each dwelling
unit has individual living, sleeping, bathing, and kitchen facilities.
• Retirement Hotel. Establishments primarily engaged in providing lodging facilities
limited to the aged where no medical care is provided. Such establishments may provide
housekeeping and meals to the residents.
Resource Extraction. Uses primarily engaged in resource extraction, including, but not
limited to, mining, developing mines or exploring for metallic minerals (ores), coal and
nonmetallic minerals), or surface mines extracting crushed and broken stone, dimension stone or
sand and gravel.
Retail Sales–Restricted. Stores and shops selling products that may have a blighting and/or
deteriorating effect upon the surrounding area and may need to be dispersed in order to minimize
their adverse impact. Examples of these uses include, but are not limited to, the following:
selling smoking, tobacco and vaping products as a primary use; and pawn shops, to which the
business of pawn brokering, or the business of lending money upon personal property, pawns or
pledges is done.
Rural Sports and Group Facilities. Establishments supporting special group activities
such as: archery, pistol, rifle, and skeet clubs and facilities; dude ranches; health resorts
including outdoor hot spring, spa or hot tub facilities; hunting and fishing clubs; recreational
camps; group or organized camps; incidental, seasonal camping areas without facilities;
equestrian facilities, including riding academies, schools, stables and exhibition facilities.
S. Definitions “S”
Sales Lots. Sales lots consist of any outdoor sales area for permanent display of motorized
farm equipment, boats (FBSA Class 3 and 4 boats (over twenty-six (26) feet in length)), heavy
commercial trucks (US DOT Class 4 through 8), mobilehomes, construction equipment, or other
heavy equipment; outdoor equipment rental yards.
Schools. An institution or establishment that provides a program of instruction and teaching
services. Includes: preschools, elementary and secondary schools serving grades K through 12
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(or portions thereof); junior colleges, colleges and universities; and similar education institutions.
Does not include Sunday schools which are permitted under “churches and related facilities.”
Schools—Business and Vocational. Business and secretarial schools; vocational schools
offering specialized trade and commercial courses; specialized nondegree granting schools, such
as: music schools; dramatic schools; language schools; driver education schools; ballet and other
dance studios; and establishments furnishing educational courses by mail.
Secondary Residential Unit. Second residential units are defined as residential occupancy
constructions (R) with a kitchen and full bathroom that is accessory to the primary unit and
intended for permanent occupancy by a second housekeeping unit.
Service Stations. Retail trade establishments primarily engaged in the sale of gasoline,
which may also provide lubrication, oil change and tune-up services incidental to gasoline sales.
May also include a towing service but does not include storage of wrecked or abandoned
vehicles. Does not include uses defined as auto repair and service, or vehicle equipment storage.
Single-Family Dwelling. An attached or detached building not to contain more than one (1)
kitchen wherein the occupants of the dwelling unit are living and functioning together as a single
housekeeping unit, meaning that they have established ties and familiarity with each other,
jointly use common areas, interact with each other, membership in the single housekeeping unit
is fairly stable as opposed to transient, and members have some control over who becomes a
member of the single housekeeping unit. Also includes factory-built, manufactured housing units
and mobile homes constructed in compliance with Title 25 of the California Health and Safety
Code, or successor provision as defined in Section 9-9.102 of the Zoning Ordinance; transitional
housing and supportive housing serving six (6) or fewer persons as defined in Section 9-9.102 of
the Zoning Ordinance.
Single Room Occupancy Unit (SRO). A structure that provides separate, single room,
residential living units with no on-premises residential medical care. Units within the structure
may have individual bathroom facilities, shared bath or toilet facilities for the residents, or any
combination thereof. SRO may include structures commonly called rooming houses or boarding
houses. SRO facilities shall not be age restricted. Age restricted SRO facilities shall be
considered a residential care facility for the elderly (RCFE).
Small Scale Ag Processing. The small scale processing of agriculture products grown or
produced on-site, bottling, canning, or storage of agriculture products grown and processed on-
site, where the processing or storage shall not exceed one thousand (1,000) square feet (sf) in
total use areas. This does not include tasting rooms.
Social and Service Organizations. Public or quasi-public establishments providing social
services and rehabilitation services to such as counseling centers, welfare offices, job counseling
and training centers, or vocational rehabilitation agencies, persons with social or personal
problems requiring special services and to the handicapped and the disadvantaged. Also included
are organizations soliciting funds to be used directly for these related services. Also includes
establishments engaged in community improvement and neighborhood development. Does not
include child day care services which are classified under “schools.”
Sports Assembly. Facilities for spectator-oriented specialized group sports assembly that
includes: stadiums and coliseums; arenas and field houses; race tracks (auto and animals);
motorcycle racing and drag strips; and other sports that are considered commercial.
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Storage, Recycling and Dismantling of Vehicles and Material. Establishments primarily
engaged in the storage, assembling, dismantling, sorting, and distribution of materials, equipment
and vehicles. This use may be located either outdoors or indoors and includes, but is not limited
to, auto wrecking yards, vehicle storage areas, vehicle impound lots, recyclable/waste material
storage and transfer facilities. This does not include waste disposal sites, which are separately
defined, or temporary storage of toxic or radioactive waste materials.
T. Definitions “T”
Tasting Room. Establishment that allows for beer, wine, or spirit tasting on-site with off-
site sales directly to the public. Tasting rooms must meet the requirements of the Alcoholic
Beverage Control (ABC) license type (Type 02, Type 23, Type 40, Type 42 or Type 74 license,
or similar). Tasting rooms may operate within a large scale brewing, winery, or distillery facility
as an ancillary.
Telecommunication Facility. Public, commercial and private electromagnetic and
photoelectrical transmission, broadcast, repeater and receiving stations for radio, television,
telegraph, telephone, cellular data network, and wireless communication towers (cellular
phones), including commercial earth stations for satellite-based communications. Includes
antennas, commercial satellite dish antennas, and equipment buildings. Does not include
telephone, telegraph, and cable television transmission facilities utilizing hard-wired or direct
cable connections. Does not include data processing centers.
Temporary Dwelling. Includes the temporary use of a mobilehome or recreational vehicle
as a dwelling unit, following the issuance of a building permit for a permanent residence while
the permanent residence is under construction.
Temporary Events. Any use of a structure or land for an event for a limited period of time
where the site is not to be permanently altered by grading or construction of accessory facilities.
Events include: art shows; rodeos; religious revivals; tent camps; outdoor festivals and concerts.
Temporary Offices. The utilization of a mobilehome or recreational vehicle as a temporary
office during the period of a construction of a permanent office facility on the same site.
Temporary or Seasonal Retail Sales. Retail trade establishments primarily engaged in the
sale of Christmas trees or other seasonal items; or semiannual sales of art or handcrafted items in
conjunction with community festivals or art shows. Does not include farmers’ markets or
agricultural roadside stands.
Transitional Housing. Buildings configured as rental housing developments, but operated
under program requirements that call for the termination of assistance and recirculation of the
assisted unit to another eligible program recipient at some predetermined future point in time,
which shall be no less than six (6) months (Health and Safety Code Section 50675.2(h)). This
definition excludes housing for halfway houses intended for occupancy by parolees or convicted
persons, children’s homes, halfway houses, rehabilitation centers, and self-help group homes.
Transit Stations. Passenger stations for vehicular, bus, and rail mass transit systems; also
terminal facilities providing maintenance and service for the vehicles operated in the transit
system.
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U. Definitions “U”
Utility Facilities. A fixed-base structure or facility serving as a junction point for
transferring electric utility services from one transmission voltage to another or to local
distribution and service voltages, and similar facilities for water supply, natural gas distribution,
wastewater pump station, fiber optics junction box, or other similar facilities that are not
exempted from land use permit requirements by California Government Code Section 53091 or
successor code.
Utility Infrastructure. Pipelines for water, natural gas, sewage collection and disposal; and
facilities for the transmission of electrical energy for sale, including transmission lines for a
public utility company. Also include telephone, cable television, and other communications
transmission facilities utilizing direct physical conduits. Does not include offices or service
center as defined under “offices” or distribution substations (“utility facilities”).
V. Definitions “V”
Vehicle and Equipment Storage. Service establishments primarily engaged in the business
of storing cars, buses and other motor vehicles; recreational vehicles (such as campers, motor
homes, boats); construction equipment; and farm equipment. Includes both day use and long-
term public and commercial garages, parking lots and structures. Does not include wrecking
yards, which are (classified in “recycling and scrap”).
Vehicle and Freight Terminals. Transportation establishments furnishing services
incidental to transportation, including: freight forwarding services; transportation arrangement
services; parking, crating, inspection and weighing services; freight terminal facilities; joint
terminal and service facilities; trucking facilities, including transfer and storage; public
warehousing and storage. Includes both railroad transportation and motor freight transportation.
W. Definitions “W”
Warehousing. Uses engaged in storage of manufactured products, supplies, and equipment
excluding bulk storage of materials that are flammable or explosive or that present hazards, or
conditions commonly recognizable as offensive. Does not include personal storage as defined as
“mini-storage”.
Wholesaling and Distribution Centers. Establishments engaged in selling merchandise to
retailers; to industrial, commercial, institutional, farm, or professional business users; or to other
wholesalers; or acting as agents or brokers in buying merchandise for or selling merchandise to
such persons or companies.. Also includes storage, processing, packaging, and shipping facilities
for mail order and e-commerce retail establishments.
Winery – Boutique. Winery or distillery production for no more than three thousand
(3,000) cases of wine per year. Uses include fruit processing, fermentation pressing, barrel and
bottle storage, bottling, wine tasting, and direct retail sale of wine. Does not include winery
production in residential zones, which is defined as small scale agriculture.
Winery – Production. Winery or distillery production of more than three thousand one
(3,001) cases of wine per year. Uses include fruit processing, fermentation pressing, barrel and
bottle storage, bottling, wine tasting, and direct retail sale of wine. This also includes uses that
produce 3,001 cases of beverages or less, but do not meet the requirements for “winery –
boutique,” “winery – production,” or “brewery – production.”
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X. Definitions “X”
Y. Definitions “Y”
Z. Definitions “Z”
9-4.106 Front setbacks.
The front setback is measured at right angles from the nearest point on the front property
line to the building line. All structures are to be set back a minimum of twenty-five (25) feet
from the nearest point on the front property line, except where this section establishes other
requirements. Front setback landscaping and fencing standards are in Sections 9-4.125(a) and 9-
4.128 of this chapter, respectively.
(a) A, RS, RSF, and LSF Zones. All residential uses shall have a minimum front setback
of twenty-five (25) feet, except as follows:
(1) Shallow Lots. The front setback shall be a minimum of twenty (20) feet for any lot
less than ninety (90) feet deep.
(2) Flag Lots and Lots without Street Frontage. Determination of that portion of the site to
constitute the required front yard within the flag shall be at the discretion of the applicant. The
front setback of the flag of the lot shall be a minimum of 10 feet. The front setback within the
accessway shall be as in subsection (a) of this section.
(3) Sloping Lot Adjustment. In any case wWhere the elevation of the natural grade on a
lot at a point fifty (50) feet from the centerline of the adjacent street right-of-way is seven (7) feet
above or below the elevation of the centerline, a private garage may be located, at the discretion
of the applicant, as close as five (5) feet to the street property line, subject to the approval of an
administrative use permit pursuant to (Section 9-1.112 of this title), provided that portions of the
dwelling other than the garage shall be established at the setback otherwise required.
(4) Variable Setback Block. Where a residential block is partially developed with single-
family dwellings having less than the required front setbacks and no uniform front setback is
established, the front setback may be adjusted by approval of an administrative use permit
(Section 9-1.112 of this title) at the option of the applicant, as follows:
(i) Prerequisites for Adjustment. Adjustment may be granted only when twenty-five
percent (25%) of the lots on the block with the same frontage are developed and the entire block
is within a single zone.
(ii) Allowed Adjustment. The normally required minimum front setback is to be reduced
to the average of the front setbacks of the existing dwellings, which include attached garages but
not detached garages, to a minimum of ten (10) feet.
(5) The Design Review Committee (DRC) may grant an exemption to the front setback
requirement based on neighborhood compatibility for structures that meet the following criteria:
(i) Structures are no greater than ten (10) feet in height;
(ii) Structures do not exceed front yard coverage of more than fifty percent (50%);
(iii) Structures do not impair sight distances for vehicular traffic as reviewed by the City
Engineer.
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(b) RMF Zone and Residential Uses in Commercial and Industrial Zones. All residential
units shall have a minimum setback of fifteen (15) feet. All garages shall have a minimum front
setback of twenty (20) feet.
(c) CN, CP, CR, CS, CT, CPK, IP and I Zones. No front setbacks are required. Ground
floor residential uses are subject to the setback requirements of subsection (a) of this section.
(1) Adjacent to Residential Zone. Where a commercial or industrial zone has a front
setback, including a double frontage setback, on a street where more than fifty percent (50%) of
the lots in the same block are zoned for residential use, the front setback shall be twenty-five (25)
feet, except that a one-story building or parking may encroach into one-half (1/2) the required
front setback depth.
(d) L, LS and P Zone. A minimum ten (10) foot front setback is required, provided that
residential uses are subject to the setback requirements of subsection (a) of this section.
(e) Flag Lots. Any accessway adjacent to a public street shall be subject to the front
setback requirements of subsections (a), (b), (c), and (d) of this section. Determination of that
portion of the site to constitute the required front yard within the flag shall be at the discretion of
the applicant. The front setback of the flag of the lot shall be subject to the side setback
requirements of Section 9-4.107 of this chapter.
(f) Double Frontage Lots.
(1) Selecting the Setback Location. Where double frontage setback locations are not
specified by subdivision requirements or other applicable regulations, the applicant may select
the front setback street unless fifty percent (50%) of the lots on a double frontage block are
developed with the same front yard orientation. In that case, all remaining lots are to orient their
front setbacks with the majority.
(2) Double Frontage Setback Requirements. A full-front setback is to be provided
adjacent to one frontage, and a setback of one-half (1/2) the required front setback depth adjacent
to the other frontage.
(g)(f) Establishment of Front Setback on Zoning Map. The Planning Commission may
establish greater front setbacks than those required in this section by delineating the setback on
the zoning map. Procedures specified by Section 9-1.115 of this title shall be followed in
establishing such setbacks.
9-4.113 Height limitations.
The maximum height for new structures is as follows:
(a) Limitation by Zone.
Zone Maximum Height
A, RS, RSF, LSF 30 feet
CN, CP, CR, CS, CT 35 feet
CPK, IP, I 45 feet
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Zone Maximum Height
LS, L, P 35 feet
RMF 30 feet (not to exceed two stories)
(b) Exceptions to Height Limitations.
(1) Planning Commission Waiver. The height limitations of this section may be modified
through conditional use permit approval, provided the Planning Commission first finds the
project will not result in substantial detrimental effects on the enjoyment and use of adjoining
properties and that the modified height will not exceed the lifesaving equipment capabilities of
the Fire Department.
(2) Height Adjustment. The height limitations specified by subsection (a) of this section
may be adjusted by approval of an administrative use permit (Section 9-1.112) for a single-
family residential building to allow additional height, to a maximum of forty (40) feet, provided
that the required side, and rear and interior setbacks are increased one (1) foot in width for each
foot of height over thirty (30) feet.
9-4.115 Off-street parking required.
(e) Shared On-Site Parking Adjustment. Where two (2) or more nonresidential uses are on
a single site, the number of parking spaces may be reduced through adjustment administrative
use permit approval (Section 9-1.112) at a rate of five percent (5%) for each separate use, up to a
maximum of twenty percent (20%); as long as the total number of spaces is not less than
required for the use requiring the largest number of spaces.
(f) Shared Peak-Hour Parking. In addition to the reduction of required parking allowed by
subsection (e) of this section, where two (2) or more uses have distinct and differing peak traffic
usage periods (for example, a theater and a bank), the required number of parking spaces may be
reduced through conditional use permit approval, provided that the parking lots of each use are
located within three hundred (300) feet of each other (as measured along the most direct
pedestrian path). The amount of reduction may be up to seventy-five percent (75%) of the
amount of spaces required for the most intensive of the two (2) or more uses sharing the parking.
(g) On-Street Parking Adjustment. Where a proposed driveway from a street to a new
parking area would eliminate on-street parking spaces equal to or greater in number than the off-
street spaces required, the requirement for off-street spaces may be eliminated through
adjustment administrative use permit approval (Section 9-1.112 of this title) where the access or
proposed building cannot reasonably be redesigned to avoid a net loss of parking.
4.118 Required number of parking spaces.
All land uses requiring approval under this title shall provide off-street parking spaces as specified in
subsections (b) and (c) of this section:
(a) Use of Charts. The charts in subsection (c) of this section determine the number of parking
spaces required for each use of land, as follows:
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(1) Uses Not Listed. For uses not specifically listed in this subsection that do not have parking
requirements set by Chapter 9-6, the same parking and loading space is required as for the most similar
use of equivalent intensity; except where a use not listed requires conditional use permit approval, in
which case the amount of parking and loading space required shall be as determined by the Planning
Commission.
(2) Parking and Loading Intensity. Parking lot and loading bay intensity describes the rate of
vehicle turnover in parking and loading areas. Turnover factors are assigned to each use by the charts in
subsection (c) of this section. High intensity areas have rapid turnover; medium intensity areas are those
where vehicles are parked from two (2) to four (4) hours; low intensity areas have minimum turnover and
few repeat users, such as long-term and employee parking lots. Loading bay intensity is used in Section 9-
4.121.
(3) Mixed Use Sites. Where a site contains more than one principal land use (such as a shopping
center), the amount of parking required shall be the total of that required for each individual use, except as
otherwise provided by Section 9-4.115.
(4) Mixed Function Buildings. Where a building occupied by a single use contains several
functions, such as sales, office and storage areas, parking shall be as required for the principal use for the
gross floor area (total area of all internal functions); except that when storage areas are larger than two
thousand (2000) square feet, the parking requirement is to be determined separately for those areas, as
specified for warehousing.
(5) Terms Used in Charts.
(i) Active Use Area. All developed areas of a site and buildings except storage, parking and
landscaping.
(ii) Floor Area. Gross floor area within build- ings.
(iii) Office Space. Any private interior offices or each one hundred fifty (150) square feet of open
work area.
(iv) Site Area. Gross site area.
(iv) Use Area. All developed areas of a site and buildings, except parking and landscaping.
(vi) Number of Spaces. Where Section 9-4.118 (c) sets parking requirements based on building area
(square footage), site or use area, the number of spaces is to be as set forth for each footage increment
specified or fraction thereof.
(3) Cultural., Educational, and Recreation Uses:
Use Parking Spaces
Required
Parking Lot
Intensity
Loading Bay
Intensity
Active Recreation
Facilities:
Amusement
parks/fairgrounds
1 per 75 s.f. of use
area
Medium Medium
Arcades (games) and 1 per 100 s.f. of Medium N.A.
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billiards floor area
Bowling alleys 4 per lane Medium Low
Dance Clubs 1 per 25 s.f. of dance
floor
Medium N.A.
Dance studios 1 per 200 s.f. of
floor area
Low N.A.
Golf studios 5 per hole plus any
required for
clubhouse uses
Low N.A.
Golf driving ranges
(separate from golf
courses)
2 per tee Low N.A.
Miniature golf 2 per hole Medium N.A.
Skateboard parks 1 per 500 s.f. of use
area
Medium N.A.
Skating rinks 1 per 400 s.f. of use
area
Medium N.A.
Swimming pools
(public or member)
1 per 100 s.f. of pool
area, and 1 per 300
s.f. of deck area
Medium N.A.
Tennis courts,
racquetball
2 per court Medium N.A.
Libraries 1 per 500 s.f. Medium N.A.
Public Assembly:
Exhibit facilities
(including museums)
1 per 150 s.f. of
exhibit floor
High Low
Seated spectator
facilities (including a
church, theater, other
auditoriums and
meeting halls, sports
assembly)
1 per 4 fixed seats,
or 1 per 40 s.f. of
spectator area if
seats not fixed
High Low
Schools:
Preschools, day care See As required by
Section 9-6.1235.
Elementary and high
school
See As required by
Section 9-6.1235.
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Business and
vocational
See As required by
Section 9-6.1235.
College and
University
As determined by
Planning
Commission
(8) Service Uses. Parking required for a service use is to be a minimum of two (2) spaces for
each use or separate tenancy, except where more spaces are required as follows:
Use Parking Spaces
Required
Parking Lot
Intensity
Loading Bay
Intensity
Auto repair and
service
4 per service bay, 1
per 1,000 s.f. of
outdoor active use
area
Medium Low
Equipment rental 1 per 500 s.f. of
floor area, 1 per
2,000 s.f. of
outdoor use area
Medium Low
Copying and
reproduction
1 per 400 s.f. of
floor area
Medium Low
Contract
construction
services
1 per 500 s.f. of
floor area
Low Low
Correctional
institutions
As determined by
Planning
Commission
Financial services
service desk
5 per teller
window, 3 per
High Low
Health care 1 space per 200 s.f.
of floor area, but
not less than 2
spaces per office
space and
examination room
High Low
Hospitals 1 per bed, 1 per
office space
High Low
Laundries and
Dry Cleaning
Plants:
1 per 1,000 s.f. of
floor area, plus 2
per office space
Low High
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Pick-up 2 per check stand High Low
Offices:
Accounting,
advertising,
agencies,
architecture,
government,
insurance law
offices, real estate
1 per 400 s.f. but
not less than 2 per
office space
Medium N.A.
Other offices 1 per 500 s.f. of
floor area
Low N.A.
Photography
studios,
commercial art
studios
1 per 400 s.f. of
floor area
Low N.A.
Post offices 5 per service
window, 1 per 500
s.f. of floor area
other than customer
area
High High
Personal Services:
Barbershops 2 per chair Medium N.A.
Beauty shops 3 per chair Medium N.A.
Dry Cleaners 1 per 500 s.f. of
floor area
Medium Low
Funeral and
crematory services
1 per 4 seats in
each assembly
room, 2 per office
or 1 per 40 s.f. of
floor area in
assembly rooms,
whichever is
greater
Medium Medium
Health spas 1 per 300 s.f. of
floor area
Medium N.A.
Laundromats 1 per 2 washers High N.A.
Other personal
services
1 per 500 s.f. of
floor area
Medium N.A.
Public safety As determined by
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facilities Planning
Commission
Repair service
(consumer)
1 per 400 s.f. of
floor area
Low Low
Waste disposal site As determined by
Planning
Commission
9-4.119 Parking lot construction standards.
(e) Slope. The finished grade of a parking lot is not to exceed five percent (5%) slope,
unless approved by adjustment an administrative use permit (Section 9-1.112 of this title).
9-4.120 Off-site parking.
(a) Where it is not feasible to provide sufficient on-site parking, an adjustment
administrative use permit (Section 9-1.112) may be granted to allow the required parking to be
located off-site, provided that:
9-4.127 Landscaping plans.
(b) Landscaping Plan Content. Landscaping plans are to be neatly and accurately drawn,
at an appropriate scale, that will enable ready identification and recognition of information
submitted. Where a project covers only a portion of a site, the landscaping plan need show only
the areas where existing soil contours and vegetation will be disturbed by construction or use, or
other areas where landscaping is required. Landscaping plans shall show:
(1) The location of all trees existing in or within fifty (50) feet of areas proposed for
grading or other construction that are eight (8) inches or larger in diameter at four (4) feet above
natural grade. Trees proposed to be removed are to be identified (see refer to Section 9-4.155 of
this chapter 9-11.105 for tree removal standards);
9-4.128 Fencing and screening.
(b) Exceptions to Fencing and Screening Requirements.
(1) Buildings Abutting Property Lines. Required screening or fencing may be omitted
along any lot line where a building wall exists immediately abutting the lot line.
(2) Location Adjustment. Where property fencing or screening is required, the location
may be adjusted by approval of an administrative use permit (see refer to Section 9-1.112 of this
title), so the fencing may be constructed at or within the setback line, provided the areas between
the fence and the property lines are landscaped, or in rural areas, retained in their natural
vegetative state.
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9-6.105 Home occupations.
(c) Employees. No person other than members of the household residing on the premises
may be employed and working on the site, except that employees, including independent
contractors, partners, and similar employee-type relationships, may be permitted through
administrative use permit approval by adjustment (refer to Section 9-1.112) as follows:
(1) The number of employees shall be unlimited, if the following criteria can be complied
with:
(i) The employees do not work at or report to the site of the home occupation during, or
immediately before or after, the normal operating hours of the business.
(ii) No additional vehicles, equipment, or outside storage shall occur at the residence as a
result of the increased number of employees.
(2) A maximum of two employees, if the following criteria can be complied with:
(i) No additional client vehicles are generated to the premises as a result of the increased
number of employees.
(ii) The function of the employees in working on the site is to provide direct service to the
employee rather than to the clients of the business.
(iii) It is necessary for the operation of the business to have the employees working at the
site of the home occupation.
(iv) Any additional vehicles, equipment, or outside storage can be maintained on the site in
compliance with subsection (a) of this section.
(v) The allowance of employees will not have any adverse effect on the surrounding
residential area.
(d) Hours of Operation. Hours of operation are unrestricted except that home occupations
which generate sounds audible from off-site shall be limited to the hours from 7:00 a.m. to 7:00
p.m., provided that such home occupation complies with the standards of Section 9-4.163Chapter
9-14.
(e) Limits on the Kinds of Home Occupations Allowable. Subject to all of the standards of
this section, allowable home occupations consist of:
(1) Office-type personal or business services (including personal instruction such as music
lessons or contracting services not involving on-site storage of materials or equipment) that do
not involve the presence of more than one client vehicle at any one time;
(2) Handcraft or artwork production, including but not limited to pottery and ceramics,
artistic glass or metalwork, electronic components, woodcarving and woodworking (except for
mass-production operations such as cabinet shops), antique furniture restoration, painting and
photography, except when such use involves on-site use of equipment requiring more than
standard household electrical current at 110 or 220 volts or that produces noise (see refer to
Section 9-4.163Chapter 9-14), dust, odor or vibration detrimental to occupants of adjoining
dwellings.
(3) The personal sale of cosmetics, personal or household products (except appliances), or
other goods or products; when such sales occur on the premises of the purchaser, provided that
wholesale sales may occur pursuant to subsection (f) of this section, or occur off the premises in
some other approved location.
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(f) Sale of Products. On-site retail sales of the products of a home occupation are
prohibited, except:
(1) Garage sales or the sale of handcrafted items and artwork produced on-site are allowed
not more than twice per year, for a maximum of two days per sale; and
(2) Home distributors of cosmetics and personal or household products may supply other
approved home occupation proprietors.
(g) Signing. One identification sign with a maximum area of two square feet may be
erected pursuant to Section 9-4.132(b)(15)Chapter 9-15. A commercial vehicle carrying any sign
identifying the home occupation and parked on or adjacent to the residential site visible from the
public street is included in determining the maximum allowable area of on-site fixed signs.
9-6.106 Residential accessory uses.
The standards of this section apply to the specific types of residential accessory structures
listed. Agricultural accessory structures for the keeping of animals are subject to Section 9-
6.112109.
(a) Swimming Pools. Swimming pools, including hot tubs, spas, and related equipment,
may be located within any required side or rear setback, provided that they are no closer than
eighteen (18) inches to a property line (additional setbacks may be required by the adopted
building code), and provided that they are fenced as required by Section 9-64.128.
9-6.108 Agricultural uses: Specialized.
Specialized agricultural uses other than crop production are subject to the provisions of the
following sections:
9-6.109 Agricultural accessory buildings.
9-6.110 Animal hospitals and kennels.
9-6.111 Kennels.
9-6.112 Domestic Farm animal raising.
9-6.113 Interim agricultural uses.
9-6.115 Livestock specialties.
9-6.116 Nursery Horticultural specialties.
9-6.117 Roadside Agricultural produce stands.
9-6.110 Animal hospitals.
Animal husbandry facilities, including animal and veterinary hospitals, are subject to the
following standards:
(a) Building Setbacks. Any building used to treat or board animals shall comply with the
following additional setbacks. Any other buildings shall comply with the setbacks established for
the particular zoning district in which the use is located.
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(1) A and RS Zone. Setbacks shall be the same as for agricultural accessory buildings
(Section 9-6.109) provided that the front setback may be reduced to twenty-five (25) feet and the
rear setback may be reduced to ten (10) feet, if there are no door or window openings along the
common property line with the adjacent residential use.
(2) CR and CS Commercial Zones. None.
9-6.112 Farm animal raising.
The raising or keeping of animals incidental to a residential use is allowed subject to the
standards of this section, provided that these standards do not apply to domesticated household
pets such as cats and dogs.
(a) Minimum Site Area. The minimum site area of a parcel used for farm animal raising
shall be as specified in this subsection, unless a smaller site area is allowed as set forth in
subsection (h) of this section. Adjacent parcels may be used to achieve the minimum site area by
adjustment administrative use permit approval (Section 9-1.112) provided that there is a written
agreement with the owner of the adjacent parcel(s); that said adjacent property is accessible for
use by the animals for corrals, pens, pasturing or similar activity; that said adjacent property is
not necessary to comply with minimum site area or animal density requirements for animals on
its own site; and that any such adjustment shall only be valid for the duration of the agreement.
(1) Large Animals.
(i) Horses, burros, donkeys, and similar equines: One acre.
(ii) Cows, steer, and similar bovines: One acre.
(iii) Pigs and swine: One acre.
(2) Small Animals.
(i) Goats, sheep and similar ovines: One-half acre.
(ii) Poultry (and similar ground birds): None.
(iii) Rabbits (and other noncarnivorous animals of similar size): None.
(iv) Turkeys: One-half acre.
(v) Birds (including pigeons and other caged birds): None.
(b) Setbacks. All buildings used to house farm animals including livestock and poultry
buildings, barns, stables, lofts, coops, and similar accessory structures are subject to the setback
requirements of Section 9-6.109. All other animal enclosures including corrals, pens, feed areas,
paddocks, uncovered stables and similar enclosures are subject to the setback requirements of
this subsection. The occasional grazing of domestic animals in these setbacks is allowed
provided that the pasture area is adequately fenced or that the grazing animal is securely
restrained. Setbacks shall be measured from the nearest building used for residential purposes on
adjacent property. Animals may be maintained at lesser setbacks when they were established
prior to the residence on the adjacent property provided that the animals are continuously in
compliance with subsection (c) of this section. If the animals are not so maintained, they may be
required to comply with these setbacks.
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(1) Large Animals.
(i) Equines: Fifty (50) feet.
(ii) Bovines: Fifty (50) feet.
(iii) Swine: One hundred (100) feet.
(2) Small Animals.
(i) Ovines: Fifty (50) feet.
(ii) Poultry: Twenty-five (25) feet.
(iii) Rabbits: Twenty-five (25) feet.
(iv) Turkeys: Fifty (50) feet.
(v) Birds: None.
(c) Maintenance. All buildings housing domestic animals, all animal enclosures, and all
pasture areas shall be maintained free from litter, garbage and the accumulation of manure.
Premises shall be maintained in a neat and sanitary manner. If farm animals are not maintained
in compliance with these standards, or are otherwise allowed to become a nuisance, the Planning
Department shall initiate enforcement proceedings as provided by Chapter 9-8.
(d) Special Requirements. The keeping of specific domestic animals is subject to the
special standards in this subsection in addition to other standards set forth in this section.
(1) Equines. None.
(2) Bovines. None.
(3) Swine. The maximum number of swine allowed on any parcel is three (3) sows and
one boar. A greater number of swine constitute a hog ranch which is not permitted in any zoning
district.
(4) Ovine. None.
(5) Poultry. All poultry shall be contained in coops or pens and not be allowed to run free
on a site. The maximum number of poultry allowed on any parcel is forty (40) (two animal
equivalency units). A greater number of poultry constitute a chicken ranch and shall be subject to
Section 9-6.115 if allowed by a particular zoning district.
(6) Rabbits. All rabbits shall be contained in coops or pens and not be allowed to run free
on a site. The maximum number of rabbits allowed on any parcel is forty (40) (two animal
equivalency units). A greater number of rabbits constitute a rabbit farm and shall be subject to
Section 9-6.115 if allowed by a particular zoning district.
(7) Turkeys. All turkeys shall be contained in coops or pens and not be allowed to run free
on a site. The maximum number of turkeys allowed on any parcel is eight (8) (four animal
equivalency units). A greater number of turkeys constitute a turkey ranch and shall be subject to
Section 9-6.115 if allowed by a particular zoning district.
(8) Birds. None.
(e) Establishment of Animal Equivalency Units. Animal equivalency units are established
in this subsection in order to define relationships among domestic animals of various sizes for
use in determining allowable animal density.
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(1) Large Animals.
(i) Equines: Each equine equals one animal equivalency unit.
(ii) Bovines: Each bovine equals one animal equivalency unit.
(iii) Swine: Each swine equals one animal equivalency unit.
(2) Small Animals.
(i) Ovine: Two (2) ovine equal one animal equivalency unit.
(ii) Twenty (20) poultry equal one animal equivalency unit.
(iii) Rabbits: Twenty (20) rabbits equal one animal equivalency unit.
(iv) Turkeys: Two (2) turkeys equal one animal equivalency unit.
(v) Birds: Not applicable.
(f) Allowable Animal Density. The maximum allowable animal density for a site is
established by this subsection, unless a larger number is allowed as set forth in subsection (h) of
this section.
(1) A Zone. No density limitations.
(2) RS Zone. Three (3) animal equivalency units per acre, provided that, for the first two
(2) acres, no more than one large animal shall be allowed for each full half acre.
(3) RSF Zone. Two (2) animal equivalency units per acre, provided that no more than one
large animal shall be allowed for each full half acre.
(g) Method of Calculating Animal Density. The method of calculating animal density is
established by this subsection. The lot size (in gross acres) is multiplied b y the allowable animal
density (in animal equivalency units per acre) for the particular zoning district. The product is the
maximum number of animal equivalency units allowed on the site. As an example, a 1.4 1.9 acre
parcel in the RS Zone would allow 5.6 5.7 animal equivalency units which can be rounded off to
six (6) as provided by Section 9-1.109(b)(4). This would allow two (2) equivalency units for
large animals and four (4) equivalency units for small animals.
(1) Birds. Birds shall not be restricted as to density and shall not affect the allowable
animal density on a parcel.
(2) Fraction of an Equivalency Unit. Since rounding off to whole numbers is provided for
(Section 9-1.109), there will be no fractional equivalency units. Small animal equivalency units
may not be divided between the various small animal subcategories. For example, ten (10)
rabbits does not equal 0.5 animal equivalency units and ten (10) rabbits and ten (10) poultry do
not add together as one animal equivalency unit.
(3) Unweaned Offsprings. Unweaned offsprings are permitted and shall not affect the
allowable animal density on a parcel.
(h) Modification of Certain Standards. The minimum site area and allowable animal
density standards set forth in this section may be adjusted through administrative use permit
approval (see refer to Section 9-1.112) subject to compliance with the criteria set forth in this
section, except that these standards may also be modified through conditional use permit
approval (see refer to Section 9-2.110) if these criteria cannot be satisfied. The setback,
maintenance and special requirements standards may not be modified by adjustment
administrative use permit or conditional use permit.
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9-6.117 Roadside stands Agricultural produce stands.
These standards apply to the retail sale of agricultural products except hay, grain and feed,
in open structures constructed for agricultural product merchandising. Temporary or seasonal
sales are also subject to Section 9-6.174.
(a) Limitation on Use.
(1) RS Residential Zones. Where stands are permitted, Aall products sold must be grown
on the site of the stand, on adjacent contiguous parcels, or on other agricultural parcels in the city
owned or leased by the owner of the site on which the stand is located. Permanent roadside
stands are not allowed.
9-6.140 Storage yards.
Outdoor storage yards, excluding the storage of vehicles in a day use parking lot or garage,
are subject to the provisions of this section. The storage of vehicles in a public or commercial
parking lot or garage is subject to Section 9-4.114; the storage of wrecked, abandoned or
vehicles being dismantled, is subject to Section 9-6.131, in addition to this section.
(a) Site Design Standards.
(1) Access. There shall be only one (1) access point to a storage yard for each three
hundred (300) feet of street frontage. Such access point is to be a maximum width of twenty (20)
feet and shall be provided with a solid gate or door.
(2) Screening. A storage yard, except a temporary offsite construction yard, is to be
screened from public view on all sides by solid wood, painted metal or masonry fencing, with a
minimum height of six (6) feet. All required screening shall be continuously maintained in good
condition to assure that its intended purpose is accomplished. This requirement may be waived
through adjustment administrative use permit approval (Section 9-1.112), when:
9-9.102 General definitions.
. . .
Lot, flag. A lot which lies substantially behind another lot and is served by an accessway or access
easement (refer to Figure 9-F).
FIGURE 9-F: FLAG LOT
. . .
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Setback. An open area on a lot between a building and a property line unoccupied and unobstructed
from the ground upward, except as otherwise provided in Section 9-4.103 (see refer to Figure 9-FG).
FIGURE 9-FG: SETBACKS AND BUILDABLE AREA
Setback, front. An open area without structures, extending across the front of a lot between the side
property lines. The front of a lot is the most narrow dimension of the lot parallel to a street and adjacent to
that street, except as provided for flag lots with both fee title and easement access strips where applicant
may determine that portion of the flag site to constitute the front yard.
. . .
Zero lot line development. A residential project where dwelling units on individual lots of record
are located so they all abut one side property line, without a setback (see refer to Figure 9-GH).
FIGURE 9-GH: ZERO LOT LINE DEVELOPMENT
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9-15.007 Allowed Signs By Zone
(a). Permitted Signs by Zones. The following are the signs types that are permitted by
zone as shown in Table 15.1.
Table 15.1 – Allowed Sign Types Based On Zone
Sign Type
P Permitted Sign**
AUP Administrative Use Permit Required**
(blank) Not Permitted
**building permit requirements per section 9-15.005 and 9-15.007**
Total Aggregate sSign Area (square feet) and
(may be divided by using one (1) or more sign Ttypes)
Based on
Sign Type
Based on
Sign Type 150 sf 50 sf 100 sf
Ag Zone Residential
Zones
Non-Residential Zones
(CS, CN, CR, CPK, CT, IP, I)
Downtown Zones
(DC, DO)
Public Zones
(P, OS, L, LS)
1. A-Frame P P P P
2. Art & Wall Murals AUP AUP AUP AUP AUP
3. Awning P P P P
4. Banner P P P
5. Building Name P P P P P
6. Changeable Copy AUP AUP AUP AUP AUP
7. Freeway Oriented
Facing1
AUP
8. Home Occupation P P
9. Information Kiosks AUP AUP AUP AUP AUP
10. Private Light Pole P P P P
11. Ground Monument Sign P P P P
12. Multi-Tenant
Freestanding
P P
13. Projecting P P P
14. Projected Image P P P P
15. Off-Site Subdivision AUP AUP AUP
16. Neighborhood
Identification
P P
17. Single Tenant
Freestanding Sign
P P P P
18. Suspended P P P P
19. Temporary For-Sale P P P P P
20. Temporary Non-
Commercial
P P P P P
21. Tenant Directional P P P P P
22. Wall P P P P P
23. Window Lettering P P P P
Notes:
1 Freeway signs are regulated by section 9-15.009
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9-15.008 Types of Signs & Standards
(a) Allowed Signs and Standards. The following signs are permitted within the City of
Atascadero as shown in Table 15.2. Additional standards may be applicable as contained
in this chapter.
Allowed Signage Types – Table 15.2
Sign Type Permit
Required
Zones
Allowed
Max. Sign
Area1
Number of
sign(s)
permitted
Max.
Height2 Special Requirements
1. A-Frame None All Zoning
Districts
except
Residential
10 sf 1 per street
frontage
5 ft. (a) Must be located outside of Right-of-
way on business property, except as
allowed by encroachment permit in
the East Mall and West Mall
parkway area.
(b) Minimum height is 3-feet.
2. Art and Murals Yes All Zoning
Districts
N/A N/A N/A (a) AUP required prior to installation
for review limited to size,
placement, and duration.
3. Awning Yes All Zoning
Districts
except
Residential
50% of
awning face
1 per
Business
Based on
building
height
(a) Minimum vertical clearance from
the ground of eight (8) feet.
(b) May project a maximum of five (5)
feet into the public right-of-way
with approved encroachment permit
(c) Shall be securely attached to the
buildings and well maintained.
(d) No supports or poles may be located
in the public right-of-way.
(e) Shall complement the building they
are attached to.
4. Banner No All Zoning
Districts
except Ag
&
Residential
40 sf 1 per Public
street
frontage
N/A (a) May be in place for a maximum of
thirty (30) days.
(b) All banners must be down a
minimum of sixty (60) days before
any new banner may go up
(c) Banners must be secured flat against
a building or secure structure placed
in the ground.
(d) Nonprofit events shall be exempt
from size and number of banners
(e.g., farmers market).
5. Building Name
Identification
Yes All Zoning
Districts
except Ag
&
Residential
20 sf 1 per
building
Based on
building
height
(a) Signage used to identify the building
not the tenant(s).
6. Changeable Copy Yes All Zoning
Districts l
Based on
AUP
1 per
business
12 ft. (a) AUP required.
(b) Size of changeable copy to be
determined by the AUP.
(c) Design of changeable copy sign
shall be determined by AUP.
(d) Sign is non-digital.
7. Freeway Oriented Yes * * * *Refer to section 9-15.010
8. Home Occupation No All Ag &
Residential
2 sf 1 per
residential
4 ft (a) Requires issuance of a valid
business license prior to placement.
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Allowed Signage Types – Table 15.2
Sign Type Permit
Required
Zones
Allowed
Max. Sign
Area1
Number of
sign(s)
permitted
Max.
Height2 Special Requirements
Zones
Zoning
Districts
unit (b) Signage is permitted as a part of a
residential occupancy in a mixed-use
development.
9. Information
Kiosks
Yes All Zoning
Districts
Based on
AUP
Based on
AUP
Based on
AUP
(a) For the permanent and / or
temporary display of information.
(b) Limited to civic activities,
advertising for local events.
(c) AUP required.
10. Private Light
Pole3
Yes Non-
Residential
Zones /
Public
Zones All
Zoning
Districts
except
Residential
6 sf for each
pole
25% of the
total
number of
light poles;
Based on
Light
Pole
Height
(a) A permanent light pole within a
parking lot or property may be
utilized for temporary banner or
signage that does not count towards
total aggregate sign area.
(b) Eight (8) feet minimum vertical
clearance or as required by the
California Building Code, whichever
is greater.
(c) Light Pole located on private
property.
(d) A maximum of two (2) signs per
pole.
(e) Signage on poles shall be placed
within decorative frames or
brackets.
11. Ground
Monument Sign
Yes All Zoning
Districts
Eexcept
Residential
60 sf
CN, CP,
CR, CS, CT,
CPK, IP, I
1 per 200
lineal foot
6 ft. (a) Minimum base height shall be one
(1) foot.
(b) Maximum base height shall be four
(4 feet)
(c) Base does not count towards sign
face area.
(d) Base shall have decorative
hardscaping and shall be consistent
with the architecture of the
building(s) it serves.
(e) Bases shall be located in a landscape
planter.
(f) Cabinet type signs shall be
prohibited.
(g) Monument signs in DO/DC require
a building to be setback a min. of
10-feet from back of walk.
(h) Bases shall be located in a landscape
planter and setback three (3) feet
from the back of sidewalk in the
DO/DC zone.
50 sf
L,LS,P,OS
40 sf
DC, DO,
AG
12. Multi-Tenant
Freestanding
Yes Non-
Residential
Zoning
Districts
Zones
50 sf
+ additional
10 sf per
tenant
Max. 100 sf
1 per
property
12 ft (a) Two (2) or more tenants required.
(b) Minimum base height shall be four
(4) feet.
(c) Base does not count towards sign
face.
(d) Base Articulation. Base shall be
consistent with architecture of multi-
tenant building.
(e) Bases shall be located in a landscape
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Allowed Signage Types – Table 15.2
Sign Type Permit
Required
Zones
Allowed
Max. Sign
Area1
Number of
sign(s)
permitted
Max.
Height2 Special Requirements
planter and setback five (5) feet
from the back of sidewalk.
(f) Cabinet monument type shall be
prohibited.
(g) A singular pole is prohibited.
13. Projecting Yes All Zoning
Districts
except Ag
&
Residential
15 sf 1 per
business
N/A (a) Minimum ground clearance must be
eight (8) feet, or as regulated by the
California Building Code.
(b) May encroach up to five (5) feet
within the public right-of-way with
issuance of an encroachment permit.
14. Projected Image No*
*Electrical
permit may
be required.
All Zoning
Districts
except Ag l
N/A 1 per
business /
residence
N/A (a) Laser lights or projected image signs
used to project an image, logo, or
other graphic in a building,
structure, sidewalk or other surface.
(b) Project image signs may be in place
a maximum of thirty (30) calendar
days and not be utilized for a
minimum of sixty (60) days
thereafter.
(c) Installation of new electrical
components shall be consistent with
the California Building Code or
successor code.
(d) Flashing , distracting lights shall not
be utilized.
15. Off-Site
Subdivision
Yes Ag, &
Residential
Zones and
Non-
Residential
Zones
Zoning
Districts
40 sf 3 per
subdivision
10 ft. (a) Subdivision tracts of five (5) or
more lots may be permitted to install
off-site directional advertising
signage.
(b) Subject to the approval of an AUP.
(c) Subdivision shall be located within
the City of Atascadero.
(d) No flags, banners or other
decorations shall be affixed to the
sign.
(e) The signs shall not be illuminated.
(f) All signs shall be located on private
property with written permission
from the property owner provided to
the City.
(g) The signs shall be removed prior to
final occupancy of the last unit in
the tract or after a period of three (3)
years whichever is less.
(h) The applicant may apply annually
for a one (1) year time extension for
active construction projects.
16. Neighborhood
Identification
Yes Residential
Zones
Zoning
Districts
36 sf 1 per
arterial /
collector
street
frontage
6 ft (a) Residential Single Family / Multi-
Family Developments of five (5)
units or more.
(b) Minimum base height shall be one
(1) foot.
(c) Maximum base height shall be three
128 of 137
ITEM NUMBER: B-1
DATE:
ATTACHMENT:
11/28/17
1
Allowed Signage Types – Table 15.2
Sign Type Permit
Required
Zones
Allowed
Max. Sign
Area1
Number of
sign(s)
permitted
Max.
Height2 Special Requirements
(3 feet)
(d) Base does not count towards sign
face area.
(e) Base shall have decorative
hardscaping and shall be consistent
with the architecture of the
building(s) it serves.
(f) Bases shall be located in a landscape
planter on private property,
(g) Cabinet type signs shall be
prohibited.
(h) Signs shall front on either an
designated arterial or collector road.
17. Single Tenant
Freestanding
Yes All Zoning
Districts
except
Residential
60 sf 1 per
property
6 ft (a) Sign face shall be elevated, a
minimum of one (1) foot off the
ground.
(b) Bases shall be located in a landscape
planter and setback a minimum of
two (2) feet from the back of
sidewalk.
(c) Cabinet monument type shall be
prohibited.
(d) A singular pole is prohibited.
(e) Freestanding Ssigns in DO/DC
require a building to be setback a
min. of ten (10-) feet from the back
of sidewalk.
18. Suspended Yes All Zoning
Districts
except Ag
&
Residential
15 sf 1 per public
street
frontage
N/A (a) Minimum ground clearance of eight
(8) feet or as regulated by the
California Building Code or
successor code.
19. Temporary For-
Sale
No All Zoning
Districts
6 sf all other
lots
1 sign per
street
frontage;
1 sign per
highway
frontage
6 ft. (a) Signs must be removed fourteen
(14) days after close of sale.
32 sf for lots
fronting a
highway
20. Temporary
Non-
Commercial
No All Zoning
Districts
6 sf for yard
sign
1 per
property
5 ft (a) A maximum of nine (9) months.
(b) Must be removed a minimum of
ninety (90) days before any new
non-commercial signage may be
placed.
(c) Prohibited in the public right-of-
way.
32 sf
freestanding
21. Tenant
Directional
No All Zoning
Districts
N/A N/A 5 ft. (a) Does not count against total
aggregate sign area.
(b) Design shall be consistent with the
architectural style and features of the
building façade.
129 of 137
ITEM NUMBER: B-1
DATE:
ATTACHMENT:
11/28/17
1
Allowed Signage Types – Table 15.2
Sign Type Permit
Required
Zones
Allowed
Max. Sign
Area1
Number of
sign(s)
permitted
Max.
Height2 Special Requirements
22. Wall Yes All Zoning
Districts
except
Residential
40 sf in P, L,
LS zones
1 per
building
face with a
public street
frontage or
parking lot
Based on
building
height
(a) May not exceed one (1) square foot
per lineal foot of building frontage.
(b) For tenants greater than 10,000
square feet in size, an additional one
hundred and fifty percent (150%)
more sign area may be permitted.
(c) Wall signs shall be located below
the top of the parapet or roofline on
single story buildings and below the
second floor sill on multi-story
buildings.
(d) Painted signs do not require building
permits but required planning
review.
Based on
building
frontage
for all other
non-
residential
zones
23. Window
Lettering /
Perforated
Window Film /
Window
Graphics
No All Zoning
Districts
except Ag
&
Residential
Not to
exceed 1/2
of window
area in all
other zones
* * *See Refer to section 9-15.004(f)
Not to
exceed 1/3
of window
area in
DC/DO
Zone
Notes:
1.Maximum Sign Area measured in square feet (sf).
2.Maximum Height measured in feet (ft) and from finished grade for all sign types.
3.Additional Light Pole signage regulations contained in subsection 9-15.007(b)(2).
(b) Special Sign Types and Criteria. The following are additional signage types defined by
the City and criteria required for their uses.
(1) Gas Station Canopies. In addition to the signs allowed above, a maximum of
twenty (20) square feet of signs, logos and or color banding shall be permitted on no more than
two (2) sides of a pump island canopy structure. The remainder of the pump canopy fascia shall
be of an architectural treatment consistent with site architecture.
(2) Light Pole Signage. The following shall be prohibited to be placed on light poles:
(a) Posting of signage or messages above the height of the light pole structure;
(b) Digital display message signs;
(c) Internally illuminated signage;
(d) Changeable copy signage;
(e) Faded, torn, or otherwise damaged signage.
130 of 137
ITEM NUMBER: C-1
DATE: 11/28/17
Atascadero City Council
Staff Report – Community Development Department
Housing and Community Development Parks Related Grant
and Associated Parks Projects Funding
RECOMMENDATIONS:
Council:
1. Authorize the Director of Administrative Services to appropriate $505,000 of
Parkland Facilities Fees Funds for the Joy Playground Project.
2. Authorize the allocation of $355,706 in Housing Related Parks (HRP) Grant
funds toward Atascadero Lake Park Rehabilitation Projects.
3. Adopt Draft Resolution amending and restating Resolution No. 2017-002,
authorizing the City Manager to apply for and submit an application to secure
HRP Program Grant funds from the Department, to have all applicable and
necessary authorizations contained within these two resolutions, without
rescinding said adoption.
4. Authorizing the City Manager to accept a $355,706 Housing Related Parks
(HRP) Grant awarded to the City by the California Department of Housing and
Community Development.
DISCUSSION:
Summary:
In February of 2017, the Council adopted Resolution No. 2017-002, authorizing the City
Manager to apply for and submit an application to secure HRP Program Grant funds
from the California Department of Housing and Community Development (HCD). The
City applied for a $742,750 grant through the Housing Related Parks program,
administered by HCD. If awarded, Council identified $505,000 of the grant to go
towards the Joy Playground and the remaining grant funds of $237,750 to be allocated
to rehabilitation of park amenities at the Lake Park. The City has received word that it
has been awarded $355,706 in grant funds.
In October 2017, HCD notifed the City that the previously adopted Resolution No. 2017-
002 required additional language authorizing the City Manager to execute the
application package and HRP grant documents. In order to execute the grant contract,
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ITEM NUMBER: C-1
DATE: 11/28/17
the Council will need to amend and restate previously adopted Resolution No. 2017-
002, to have all applicable and necessary authorizations contained within both
resolutions, without rescinding said adoption.
Staff is recommending that the entire grant be allocated to Atascadero Lake Park
Rehabilitation Projects and that $505,000 of Parkland Facilities Fees Funds be
allocated to the Joy Playground Project. This would give Parents for Joy the amount
originally requested and provide adequate funding to complete several needed
rehabilitation projects at the Lake Park.
Grant:
The City has and continues to be a leader in affordable housing production within the
County. Because of the City’s affordable housing activity, it was eligible for incentive
based grant program funding through the Housing Related Parks program, administered
by the California Department of Housing and Community Development (HCD). HCD
created a grant program that provides municipalities with incentives for providing
affordable housing for lower income families.
The grant program is an innovative program designed to reward local municipalities that
approve housing for lower income households and are in substantial compliance with
the State of California’s Housing Element law. The primary purpose of these grant funds
is to create or rehabilitate parks and/or recreational facilities. 2017 was the final year
that HCD accepted applications for this grant.
Grant amounts are based on the number of bedrooms created in newly constructed
rental and ownership units restricted for very lo w and low income housing from 2010
through 2016. A total of 424 low and very low affordable housing unit bedrooms were
produced in the City between 2010 and 2016, and the City met its current Regional
Housing Need Allocation cycle for above moderate, and moderate income units. HCD
awarded additional grant money for identified park projects which met the following
criteria:
Park projects located within park deficient communities
Park projects supporting an infill project
Based on the bonus criteria, Colony Park and Atascadero Lake Park meet the criteria
for park projects that are located in neighborhoods that the State of California considers
deficient (less than 3 acres per 1,000 residents within 1/2 mile). Proposed
improvements to these two facilities were submitted as a part of the City’s package for
grant funding in February 2017.
This grant, while non-competitive, had 95 municipalities throughout the State seek ing
awards for new park acquisition, construction, and rehabilitation. The City of Atascadero
was notified in July 2017 that it was awarded $355,768 in grant funding based on the 70
affordable housing units that had been produced in the City, with the remaining 131
housing units receiving a “pro-rata” share, to ensure some funding for all municipalities.
While this was only 47% of the expected funding, receiving additional funding for parks
is a positive as it will help meet the existing and future recreational needs of
Atascadero’s residents.
132 of 137
ITEM NUMBER: C-1
DATE: 11/28/17
The following is a tentative timeline for use of grant funds:
Item Timeframe
City Notified of Grant Award July 2017
City submit Standard Agreement to State November – December 2017
Project Construction Commencement January 2018
Final Fund Disbursement Request April 30, 2019
Final Expenditure of Funds June 30, 2019
Final Reports due to HCD Within 60 days of end of project
Staff is requesting the Council authorize the City Manager to receive $355,706 in grant
funds, through the Housing Related Parks program, administered by the California
Department of Housing and Community Development (HCD).
Projects:
For consistency with established Council goals from the 2015 -2017 Action Plan, Staff
originally identified the following projects, to which the City would over-see construction,
as well as, administer the grant with associated funding:
Colony Park – Allocation of $505,000, to be utilized for the design, procurement
of playground equipment and construction of an all-inclusive playground, or "Joy
Playground" to be utilized by all children, including those with special needs and
will have features accessible to people of all degrees of mobility and agility that
promotes safety and inclusiveness.
Atascadero Lake Park – Allocation of $237,750, for park upgrades for
accessibility improvements, upgrade of outdoor picnic / BBQ areas, outdoor light,
and modernization of playground equ ipment and other site improvements around
the park.
In order to complete the Joy Playground within the next two years, the $505,000
originally requested in the grant is needed from the City to augment the funds raised by
Parents for Joy. Representatives from the Parents for Joy group indicate that they can
complete a portion of the playground with existing pledges, funds on hand, and a
$505,000 commitment from the City towards the project. Parents for Joy hopes to raise
an additional $100,000 - $200,000 between now and construction in order to complete
the entire project.
Generally, Parkland Facilities Fees Funds may not be used to rehabilitate existing park
infrastructure but may be used to expand parks or add additional features and amenities
to existing parks. The Joy Playground will be a new playground amenity at Colony
Park, and the Project is eligible to use Parkland Facilities Fees Funds. By using
Parkland Facilities Fees Funds, Parents for Joy will have enough funds to complete the
playground and the entire amount of grant funds can be used toward rehabilitation
projects at the Atascadero Lake Park.
133 of 137
ITEM NUMBER: C-1
DATE: 11/28/17
Atascadero Lake Park is the City’s oldest and possibly most visited park. As a result of
funding constraints, some of the infrastructure at the park is aging and is in need of
upgrades or replacement. Since the February grant application, Public Works staff has
further evaluated priorities and costs for Atascadero Lake Park improvements identified
in the grant application. Due to its age and condition, replacement of the youth (age 5-
12) playground unit, swing set, and associated fall protection is the principal need at the
park. Other priorities for grant funding include electrical upgrades to support special
events, replacement of outdoor picnic / BBQ areas to meet ADA compliance, and other
miscellaneous site improvements and amenities. These improvements at Atascadero
Lake Park are consistent with the grant application and are further described below.
Playground Replacement and Upgrades Estimated Cost: $280,000
The current youth playground structure is at the end of its useful life and is slowly
shrinking in size as components break and replacement parts are no longer available.
This unit is the main playground structure and is geared toward youth ages 5 to 12. The
other playground structure (south end closest to the Ranger House) is geared toward
toddlers (under age 5) and is a newer unit that is in good condition and replacement is
not needed at this time. The existing swing set unit is also recommended to be
replaced since its nearing the end of its useful life and is out of compliance for fall
protection. The youth playground unit and swing set will remain in the current
playground area footprint that has a concrete border. A poured -in-place rubberized
surface within the entire playground area is recommended to comply with fall protection
and ADA accessibility requirements. The above estimated cost reflects a credit of
nearly $50,000 in grant monies provided by GameTime, the playground manufacturer.
Electrical Upgrades Estimated Cost: $15,000
Staff has heard that access to additional electrical outlets throughout the park is
desirable for various special events like the Wine Festival and Mid -State Cruizer Car
Show. Generally, this scope of work is to provide additional duplex outlets throughout
the park, which will be controlled by a fuse switch and energized for special events only.
Outdoor Picnic / BBQ Area Replacement Estimated Cost: $30,000
The City has upgraded various outdoor picnic / BBQ areas in recent years primarily
through Community Development Block Grants (CDBG). However, there are several
locations that are in need of replacement due to age and/or ADA accessibility.
Picnic/BBQ Area No. 3 (near the volleyball court/future Zoo Event Center) is prioritized
as the highest need for replacement. Work includes grading, concrete, picnic tables,
BBQ grills, and other miscellaneous and related work.
Other Site Improvements and Amenities Estimated Cost: $10,000
There is need for minor site improvements and site amenities such as park benches
and lighting, walkway improvements, and other miscellaneous items and work.
Grant Administration/Project Management Estimated Cost: $20,706
Staff time and expenses related to administer grant requirements and implement
projects.
134 of 137
ITEM NUMBER: C-1
DATE: 11/28/17
Conclusion:
The City has been awarded a $355,706 HRP grant for its role in championing affordable
housing. The City is very happy to be recognized for its housing efforts with the HCD
Park Grant however, the grant amount is insufficient to complete both the Joy
Playground Project and the needed rehabilitation at the Atascadero Lake Park. In order
to complete both projects, it is recommended that the HCD grant funding go to
rehabilitation at Lake Park and Parkland Facilities Fees Funds be used for the Joy
Playground Project.
FISCAL IMPACT:
Appropriation of $505,000 in Parkland Facilities Fees Fund reserves in fiscal year
2017/2018 and staff costs associated with grant administration and construction of the
projects.
ALTERNATIVES:
1. The City Council could choose to allocate grant funds differently between the two
projects
2. The City Council could choose not to allocate Parkland Facilities Fees Funds to
the Joy Playground Project.
3. The City Council could chose not to participate in the Housing Related Parks
Grant.
4. The City Council could request additional information and refer this item back to
staff prior making a decision.
ATTACHMENT:
Draft Resolution
135 of 137
ITEM NUMBER: C-1
DATE:
ATTACHMENT:
11/28/17
1
Attachment 1: City Council Draft Resolution; Housing Related Park Grant
DRAFT RESOLUTION
RESOLUTION OF THE CITY COUNCIL
OF THE CITY OF ATASCADERO, CALIFORNIA, AUTHORIZING
APPLICATION FOR HOUSING RELATED PARK GRANT
WHEREAS, the State of California, Department of Housing and Community
Development (Department) has issued a Notice of Funding Availability, dated November 16,
2016, (NOFA), under its Housing-Related Parks (HRP) Program; and
WHEREAS, the City of Atascadero (Applicant) desires to apply for a HRP Program Grant
and submit the 2016 Designated Program Year Application Package released by the Department
for the HRP Program; and
WHEREAS, the Department is authorized to approve funding allocations for the HRP
Program, subject to the terms and conditions of the NOFA, Program Guidelines, Application
Package, and Standard Agreement; and
WHEREAS, the City Council previously adopted Resolution No. 2017-002, authorizing
the City Manager to apply for and submit an application to secure HRP Program Grant funds from
the Department; and
WHEREAS, the City did apply for and was awarded $355,706 in HRP Grant funds from
the Department; and
WHEREAS, the City was notified by the Department, in October 2017, that the previously
adopted Resolution No. 2017-002 required additional language authorizing the City Manager to
execute the application package and HRP grant documents; and
WHEREAS, the City Council desires to amend and restate previously adopted Resolution
No. 2017-002, with this Resolution, to have all applicable and necessary authorizations contained
within these two resolutions, without rescinding said adoption.
NOW, THEREFORE BE IT RESOLVED by the City Council of the City of Atascadero:
SECTION 1. The City Manager and the identified contact person for the grant application
are hereby authorized and directed to apply for and submit to the Department the HRP Program
Application Package released November 2016 for the 2016 Designated Program Year in an
amount not to exceed $742,750.00. If the application is approved, the Applicant is hereby
authorized and directed to enter into, execute, and deliver a State of California Standard
Agreement (Standard Agreement) in an amount not to exceed $742,750.00, and any and all other
documents required or deemed necessary or appropriate to secure the HRP Program Grant from
the Department, and all amendments thereto (collectively, the “HRP Grant Documents”).
136 of 137
ITEM NUMBER: C-1
DATE:
ATTACHMENT:
11/28/17
1
SECTION 2. The City of Atascadero shall be subject to the terms and conditions as
specified in the Standard Agreement. Funds are to be used for allowable capital asset project
expenditures to be identified in Exhibit A of the Standard Agreement. The application in full is
incorporated as part of the Standard Agreement. Any and all activities 2016 HRP Program Funding
Application Page 15 of 17 funded, information provided, and timelines represented in the
application are enforceable through the Standard Agreement. Applicant hereby agrees to use the
funds for eligible capital asset(s) in the manner presented in the application as approved by the
Department and in accordance with the NOFA and Program Guidelines and Application Package.
SECTION 3. The City Manager or the identified contact person for the grant application is
authorized to execute, in the name of Applicant, the HRP Program Application Package and the
HRP Grant Documents as required by the Department for participation in the HRP Program.
PASSED AND ADOPTED at a regular meeting of the City Council held on the 14th day of
November, 2017.
On motion by _____________ and seconded by ____________, the foregoing Resolution is
hereby adopted in its entirety on the following roll call vote:
AYES:
NOES:
ABSENT:
ABSTAIN:
CITY OF ATASCADERO
______________________________
Tom O’Malley, Mayor
ATTEST:
______________________________
Lara K. Christensen, City Clerk
APPROVED AS TO FORM:
______________________________
Brian A. Pierik, City Attorney
137 of 137