HomeMy WebLinkAboutAgenda Packet 05/25/1993 AGENDA
ATASCADERO CITY COUNCIL
REGULAR MEETING
CITY ADMINISTRATION BUILDING
6500 PALMA AVENUE, 4TH FLOOR ROTUNDA R{ OM
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t
MAY 25, 1993
7:00 P.M.
This agenda is prepared and posted pursuant to the requirements of Government Code
Section 54954.2. By listing a topic on thisagenda, the City Council has expressed its
intent to discuss and act on each item. In addition to any action identified in the brief
general description of each item, the action that may be shall includ� A referral to
staff with specific requests for information; continuance, specific dir ction to staff
concerning the policy or mission of the item;discontinuance ofconsideratio";authorization
to enter into negotiations and execute agreements pertaining to the lte� adoption or
approval,• and, disapproval. IiO
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 (Room 208)and in the
Information Office (Room 103), available for public inspection during City Hall business
hours. The City Clerk will answer any questions regarding the agenda.
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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 ((805)461-5010) or the City Clerk's Office ((805) 461-5074). Notifica-
tion at least 48 hours prior to the meeting or time when services are needed will assist the
City staff in assuring that reasonable arrangements can be made to provide accessibility
to the meeting or service.
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RULES OF PUBLIC PARTICIPATION
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* Members of the audience may speak on any itemon the agenda.
* A person may speak for five (5) minutes.
* No one may speak for a second time until everyone wishing to speak has had
an opportunity to do so.
* No one may speak more than twice on any item.
* Council Members may question any speaker; the speaker may respond but,
after the allotted time has expired, may not initiate further discussion.
* The floor will then be closed to public participation and open for Council
discussion.
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Call to Order
Pledge of Allegiance
Roll Call
City Council Comments
PROCLAMATION:
♦ "Zoo & Aquarium Month 1993" - To be presented to June Wiest, President,
San Luis Obispo County:Zoological Society
COMMUNITY FORUM:
The City Council values and encourages exchange of ideas and comments from
you, the citizen. The Community Forum period is provided to receive comments from
the public on matters other than scheduled agenda items. To increase the effective-
ness of Community Forum, the following rules will be enforced:
* A maximum of 30 minutes will be allowed for Community Forum, unless
Council authorizes an extension.
* All remarks shall be addressed to Council, as a whole, and not to any individual
member thereof.
No person shall be permitted to make slanderous, profane or personal remarks
against any elected official, commissions and staff.
A. COMMITTEE REPORTS (The following represent ad hoc or standing
committees. Informative status reports will be given, as felt necessary.):
1 S.L.O. Area Coordinating Council/North Coastal Transit
2. Solid/Hazardous Waste Management Committee
3. Recycling Committee
4. Economic Opportunity Commission
5. City/School Committee
6. Traffic Committee
7. County Water Advisory Board
8. Economic Round Table
9. B.I.A.
10. Colony Roads Committee
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B. CONSENT CALENDAR:
1. CITY COUNCIL MINUTES - April 27, 1993
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2. CITY TREASURER'S REPORT - April 1993
3. FINANCE DIRECTOR'SREPORT - April 1993
4. TPM 18-90 - TIME EXTENSION REQUEST 7970 SINI LOA (Best/Cuesta
Engineering w
5. RESOLUTION NO. 38-93 - REPLACING WIL-MAR RECYCLING COUPON WITH
COMMUNITY WIDE RECYCLING EVENTS
6. AWARD OF BID NO. 93-3 FOR WEED ABATEMENT
7. AWARD OF PROPOSAL FOR DIAL-A-RIDE PHONE SYSTE1ttl
8. AWARD OF PROPOSAL FOR AUDITING SERVICES
9. RESOLUTION NO. 39-93 - APPROVING YEAR-END BUDG�T ADJUSTMENTS
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C. HEARINGSJAPPEARANCES: �
1. WEED ABATEMENT 1993 PROTEST HEARING
D. REGULAR BUSINESS:
1 . GENERAL PLAN AMENDMENT CYCLE 93-1 -CONSIDERATION OF INITIATION
OF THREE (3) PROPOSED AMENDMENTS TO THE CITY'S GENERAL PLAN
2. APPROVAL OF TRANSPORTATION ENHANCEMENT ACTIVITIES GRANT
APPLICATION
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3.' RESOLUTION NO. 35-93 - DESIGNATING NO PARKING ZONES ON SOUTH EL
CAMINO REAL (Continued from 5/11/93 for cost analysis
4. NACIMIENTO RESERVATION AGREEMENT PURVEYOR'S TECHNICAL
ADVISORY GROUP APPOINTMENT
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E. INDIVIDUAL DETERMINATION AND/OR ACTION:
1. City Council
2. City Attorney
3. City Clerk
4. City Treasurer
5. City Manager
CLOSED SESSION:
The City Council will adjourn to a Closed Session for purposes of discussions relating
to the following:
1 . Potential Litigation - Said session held pursuant to Government Code Section
54956.9(a).
2. Pending Litigation entitled, Lee v. City of Atascadero - Said session held
pursuant to Government Code Section 54956.9.
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oOF ZOOLOGICALD
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,foo & �quanum
Z
Month 1993
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aA•A•Z•P•A 1924CO
A Procfam Ltioh
Whereas: The Zoological Parks and Aquariums of North America serve the needs of
doth humans and wdd1ife by bringing people and animals together, thereby
adding to human awareness, understanding, concern and commitment to
wi(d1ife; and
Whereas: 2Frey provide a vital lin( to global conservation efforts; and
Whereas: `their commitment to education fosters and enriches the appreciation of
wi(d(ife in over 20 miffion school children each year; and
Whereas: q&y actively conduct scientific studies to better care for and preserve the
diverse wdd(fe of the planet; and
Whereas: ZFiey provide important cultural recreational and educational experiences for
over 103 million people each year;
Therefore, BE IT -�VNO`W� that I, Stephen R `M> Iie, President of the American
Association of Zoological Parks and Aquariums, do hereby designate the
month of June 1993 as Zoo and Aquarium Month throughout the United
States and Canada.
Proclaimed by Attested by
/tel-
Stephen R Wyhe Sydney J. Butler
AAZPA President AAZPA Executive Director
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Agenda Item: B-1
Meeting Date: 5/25/93
ATASCADERO CITY COUNCIL
APRIL 27, 1993
MINUTES
The Mayor called the meeting to order at 7:00 p.m. Councilperson Kudlac led the
Pledge of Allegiance.
ROLL CALL:
Present: Councilmembers Bewley, Borgeson, Kudlac, Luna and
Mayor Nimmo
Absent: None
Also Present: Muriel "Micki" Korba, City Treasurer and Lee Raboin, City
Clerk
• Staff Present: Ray Windsor, City Manager; Andy Takata, Assistant City
Manager/Director of Community Services; Henry Engen,
Community Development Director; Art Montandon, City
Attorney; Mark Joseph, Administrative Services Director;
Mike McCain, Acting Fire Chief; Lt. John Barlow, Police
Department and Steve Sylvester, City Engineer
PROCLAMATIONS:
Mayor Nimmo read the proclamation for "Youth Week", May 1-8, 1993 and presented
it to Arnold Bickham, Elks Lodge. He also presented the proclamation for "City Clerks
Week", May 2-8, 1993, to Lee Raboin, City Clerk.
In addition, the Mayor read aloud the proclamation for "Victims of Pornography
Week", May 2-8, 1993 and presented the proclamation designating "National Police
Week", May 9-15, 1993, to Lt. Barlow.
COUNCIL COMMENTS:
Councilman Kudlac congratulated the Fire Department for recent antique car awards.
He also acknowledged the work of the Atascadero Historical Society for installing
"Dawn to Dusk" curfew signs in the creek area.
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COMMUNITY FORUM:
Pastor Trey Littlejohns, Christ Chapel, provided commentary regarding separation of
church and state. He placed on loan for viewing to the City Council copies of the
video, Founding Fathers, and asked Council to reconsider policy relating to facility S
rentals by churches. In addition, he urged the Council to appoint a committee to look
into the matter and indicated that he would like to participate.
A. COMMITTEE REPORTS (The following represent ad hoc or standing commit-
tees. Informative status reports were given, as follows.):
1. S.L.O. Council of Governments/Regional Transit Authority - Mayor
Nimmo announced the next meeting date would be May 5, 1993.
2. Solid/Hazardous Waste Task Force - Councilwoman Borgeson reported
that the next meeting would be in May, but did not have the date
certain.
3. City/School Committee - The City Manager indicated that the committee
would meet on May 27, 1993.
4. County Water Advisory Board - Councilwoman Borgeson reported that
the next meeting would be in early May.
5. Economic Round Table: Forma/Report to City Council
Chairman Bob Lilley provided a review of the Executive Summary of the
Economic Round Table Report and highlighted three committee
recommendations. Following questions and commentary, the City
Council gave majority support to the formation of the position of
"Economic Manager"; however the matter was deferred until the 1993-
94 budget review. In addition, by mutual consent of the Council, staff
was directed to prepare costs and recommendations for supplying data
to the State Department of Commerce and to come back with a report
on Highway 101 corridor landscaping and signage.
B. CONSENT CALENDAR:
The Mayor read the Consent Calendar, as follows:
1 . CITY COUNCIL MINUTES - MARCH 23, 1993 (Cont'd from 4/13/93)
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2. CITY TREASURER'S REPORT - MARCH, 1993
3. FINANCE DIRECTOR'S REPORT - MARCH, 1993
4. TENTATIVE TRACT MAP 25-89, 5805 CAPISTRANO - Request for time
extension (Hotel Park, Lewis/Messer)
5. TENTATIVE PARCEL MAP 92-010, 7400 BALBOA - Request to divide 6.26
acres into two lots (Woodruff/Wilson Surveys)
6. CONTRACT AWARD FOR PORTABLE HYDRAULIC PUMPUNIT (Cont'd from
4/13/93)
7. RESOLUTION NO. 21-93 - Declaring weeds a public nuisance and commencing
proceedings for abatement
8. RESOLUTION NO. 28-93 - Authorizing the execution of an agreement with the
Atascadero Historical Society for lease of the Lower Rotunda
9. RESOLUTION NO. 29-93 - Authorizing the execution of an agreement with
Deborah Maysey to operate Paloma Creek Park food & drink concession
10. RESOLUTION NO. 30-93 - Authorizing the execution of an agreement with Tri-
Counties Elevator Company, Inc., for elevator maintenance
11. ACCEPTANCE OF COMBINED ROAD AND DRAINAGE 'IMPROVEMENTS -
Downtown roads, Junipero Avenue and Mercedes Avenue
Mayor Nimmo noted that Item #B-8 would be continued. Councilman Luna pulled
Item #B-5.
MOTION: By Councilman Luna, seconded by Councilman Kudlac to approve
Consent Calendar Items #B-1 through 4, 6, 7, 9 10 & 11 ; motion
carried 5:0 by roll call vote.
Re: Item #13-5. TENTATIVE PARCEL MAP 92-010, 7400 BALBOA - Request to
divide 6.26 acres into two lots (Woodruff/Wilson Surveys)
Councilman Luna indicated that he could not support the Findings and Conditions of
Approval because the project did not meet flag lot standards. Councilwoman
Borgeson agreed.
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MOTION: By Councilman Kudlac, seconded by Councilman Bewley to approve
Tentative Parcel Map #92010 based on the Findings and Condition of
Approval contained the staff report; motion carried 3:2 with
Councilmembers Luna and Borgeson objecting.
C. PUBLIC HEARINGS:
1 . CIRCULATION ELEMENT &FINAL EIR
A. Resolution No. 23-93 - Approving the adoption of an updated Circulation
Element of the Atascadero General Plan
The Mayor stepped down due to a potential conflict of interest. Mayor Protem Kudlac
took the gavel.
Henry Engen introduced Mike Multari of Crawford, Multari & Starr, who provided
background and overview of the Circulation Element and Final EIR. Mike Kennedy,
DKS Associates, then presented a summary of recommended policies and programs.
Numerous Council questions followed.
Public Comments:
Livia Kellerman, 5463 Honda, suggested a rural road to Templeton, spoke in support
of bike lanes and other wide one-lane paths for walking, horses, carts etc. In addition,
she also proposed the construction of several parking stations along EI Camino Real.
Eric Greening, 7365 Valle, voiced opposition to Class II bike lanes and provided a
number of suggestions for improving pedestrian traffic. He mentioned that he found
Palomar unsuitable for a designated walking path or bike lane. In addition, he
commented that he supported the draft's recommendation for making the Lewis
Avenue Bridge a pedestrian-only overpass.
Peter Boonisar, 5225 Magdalena, asked questions relating to levels of service
proposed for the intersection of Highways 101 and 41 and if there were any accident
studies relating to Alternative A for the Highway 41 extension. Mr. Kennedy
responded by noting that Caltrans was to begin studying the highway interchange on
April 28, 1993, and speculated that, as a result, Caltrans would be making specific
proposals for improving traffic circulation in that area.
Doug Lewis, Box 1017, read a prepared statement (see Exhibit A).
Jay DeCou, 9200 Pino Solo, reiterated opposition to a raised median on EI Camino
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Real and proclaimed a two-way turning lane to be a more appropriate alternative. He
also asked the Council to consider the economic effect of eliminating on-street parking
to accommodate the addition of bike lanes on EI Camino Real.
Joe Grisanti, 5275 Cabrillo, asked that Entrada be restored to a two-way street and
urged construction of the Lewis Avenue Bridge.
Allen Bristol, Lucinda Lane resident, shared concern for emergency access of residents
in the 3-F Meadows area and requested that reconsideration be made relating to
extension of Carmelita Avenue to Highway 41 and the construction of a bridge over
the well-known "Arizona creek crossing".
Tom Bench, 7503 Carmelita, questioned changes proposed for prioritizing locations
for bike lanes.
Marcia Torgerson, 6200 Llano Road, inquired about street widening at Llano and
Balboa Roads intersection.
James Patterson, 9312 Santa Margarita Road, urged the approval of bike lanes on EI
Camino Real and spoke in favor of the conceptual raised, landscaped median.
Frank Lundy, 6977 Llano Road, agreed that bike lanes on EI Camino Real are needed
and asked that the condition of the privately-built bridge on Llano Road be upgraded.
DorothySmith, 8795 Morro Road noted that adequate shoulder must be provided for
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postal carriers to deliver mail.
Dan Phillips, 8800 EI Camino Real, indicated he was opposed to bike lanes on EI
Camino Real and argued that business owners do not want to give up on-street
parking.
Whitey Thorpe, 8025 Santa Ynez, spoke in favor of bike lanes on EI Camino Real and
in opposition,to the raised median concept. In addition, he asserted that the Lewis
Avenue Bridge would improve traffic flow.
Ray Jansen, 6655 County Club Drive, voiced discontent with the proposal for
designating Via Avenue as a truck route.
Rush Kolemaine, Box 1990, expressed a desire to see a link between Traffic Way and
Highway 41 and indicated that he believed convenient rail and highway access would
invite light industrial use.
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Richard Hill, 8400 San Gabriel, asserted that the proposed raised median for EI
Camino Real would restrict commercial deliveries and hinder local businesses.
Dorothy McNeil, 8765 Sierra Vista Road, spoke in support of the raised median
concept.
Giving additional testimony, Doug Lewis suggested that the document address trip
generation to Twin Cities Hospital.
---End of Public Testimony, Public Hearing Closed---
The City Attorney advised that the Fair Political Practices Commission (FPPC) was
reviewing relevant documentation and would be making a formal determination
regarding the Mayor's potential conflict of interest and to what extent he may
participate in deliberations leading to the adoption of the Circulation Element. In light
of this advise, the Council agreed to postpone commentary and action until after the
FPPC has rendered their decision.
MOTION: By Councilman Luna, seconded by Councilwoman Borgeson to continue
the item to May 11 , 1993; motion approved unanimously.
Mayor Nimmo returned to the dias.
D. REGULAR BUSINESS:
1. 3-F MEADOWS, TECORIDA AND LAS ENCINAS ASSESSMENT DISTRICTS
PRELIMINARY APPROVAL STAGE RESOLUTIONS
A. Resolution No. 25-93 - Preliminary approval of Engineer's Report
B. Resolution No. 26-93 - Setting Informational Meeting (May 1 1) and
Protest Hearing (June 22)
C. Resolution No. 27-93 - Approving Boundaries, directing filing of the map
and recordation of the Notice of Assessment
Steve Sylvester provided the staff report and recommendations. Council questions
followed. It was noted that assessment costs were higher than what was previously
projected. The City Manager assured the Council that the figures illustrated in the
Preliminary Engineering Report represented maximum amounts and predicted that true
costs may indeed be lower. Discussion ensued relating to reducing administrative
costs and by consensus, staff was directed to look for cost reductions.
There were no comments from the public.
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MOTION: By Councilwoman Borgeson, seconded by Councilman Luna to approve
Resolution No. 25-93 approving the Preliminary Engineering Report;
motion carried.
MOTION: By Councilman Luna, seconded by Councilwoman Borgeson to approve
Resolution No. 26-93 appointing the time and place for hearing protests;
motion carried.
MOTION: By Councilman Luna, seconded by Councilwoman Borgeson to approve
Resolution No. 27-93 approving proposed boundaries of the assessment
district, directing the filing of the maps and recordation of the Notice of
Assessment; motion carried.
2. CAMINO REAL ASSESSMENT DISTRICT PRELIMINARY APPROVAL STAGE
RESOLUTIONS
A. Resolution No. 31-93 - Preliminary approval of Engineer's Report
B. Resolution No. 32-93 - Setting Informational Meeting (May 1 1) and
Protest Hearing (June 22)
C. Resolution No. 33-93 - Approving Boundaries, directing filing of the map
and recordation of the Notice of Assessment
Steve Sylvester provided a summary report. There were no questions from the
Council or the public.
MOTION: By Councilman Kudlac, seconded by Councilman Luna to approve
Resolution No. 31-93 approving the Preliminary Engineering Report;
motion carried.
MOTION: By Councilman Bewley, seconded by Councilman Kudlac to approve
Resolution No. 32-93 appointing the time and place for hearing protests;
motion carried.
MOTION: By Councilman Kudlac, seconded by Councilman Bewley to approve
Resolution No. 33-93 approving proposed boundaries of the assessment
district, directing the filing of the maps and recordation of the Notice of
Assessment; motion carried.
3. ORDINANCE NO. 269 - Amending Title 6 of the City's Municipal Sanitation
Code relevant to placing delinquent refuse collection charges on the property
tax rolls
(Recommend (1 ) motion to waive reading in full and read by title only, and (2)
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motion to introduce on first reading by title only) 0
Mark Joseph provided a brief report and responded to questions.
Public Comments:
Betty Sanders, representing Wil-Mar Disposal, spoke in favor of the proposed
ordinance.
Doug Lewis questioned the legality of using tax rolls to pay a private firm. The City
Attorney advised that the procedure was legal and used by many cities.
Whitey Thorpe asked for rate clarifications; Ms. Sanders responded.
MOTION: By Councilman Bewley, seconded by Councilman Kudlac to extend the
meeting beyond 11 :00 p.m.; motion passed.
Dorothy Smith spoke in opposition to the proposed ordinance and voiced disapproval
of the rates and manner in which Wil-Mar sends out the garbage bills.
---End of Public Testimony---
MOTION: By Councilman Luna, seconded by Councilman Kudlac to waive the
reading in full of Ordinance No. 269; motion carried.
Councilwoman Borgeson voiced opposition and indicated that she would vote against
the ordinance.
MOTION: By Councilman Luna, seconded by Councilman Kudlac to introduce
Ordinance No. 269 on first reading; motion carried 4:1 (Borgeson)
E. INDIVIDUAL DETERMINATION AND/OR ACTION:
1 . City Treasurer
Micki Korba reported on attendance at the State City Treasurers Conference and
shared information.
At 11 :07 p.m., the City Council adjourned to a closed session for purposes of
discussion regarding personnel negotiations. At 11:10 p.m. the Closed Session was
adjourned.
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THE NEXT MEETING OF THE CITY COUNCIL WILL BE TUESDAY, MAY 11, 1993.
MINUTE "
S RECORDED AND PREPARED BY:
LEE RABOIN, Cit Clerk
Attachment: Exhibit A (Lewis)
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SYSTEM DESIGN TCLEPNONE (803) 466.2019 Illi
TECHNICAL WRITING
INFORMATION MANAGEMENT
PRODUCT DEVELOPMENT April 27 , 1993
APPLIED CREATIVITY
Doutilas R. Lewis
POST OFFICE BOX 1017
ATASCAOERO. CALIFORNIA 93423 1�f` I7
A1\ Z I 1993
AT
OFRCE
Atascad.ero City Council
Ad..minis tration Building
0800 Palma Subject: Circulation Element
Atascad.ero , Update and
California 93422 Final ,
ii
Honorable :ayor;
:iembers of the Council:
The _'ltascad ero ?la nning -ou 1 fission :zas voted to send the Final
Docu: a_zts of the general 'Y'lan Tdate ;circulation Element to the Counci_
wlt,n recot-zimenda ti on for approval.
-"he written comments ad.dressi:ng the draft versions of those Docu-
mlents are ...a Iters of record , with which I expect you are by noxi conver-
sant. t is :lot my intention in this letter to resurrect those Co1;l:�ents
in d.etaia.ad+ d.isa:zreemer_t with the responses , although 1 re,)ort to you*
hers and no;v some continuing dissatisfaction with the substance and
rationale of many Study responses :Wade to :ne ard. _glade to others yvrlo
co.;lmerted seeking to assist the best i-nterests of the Community by
their comments .
This coilmurica tion intends to express an overview of the Final
Documents for the seneral °lan dt
pdate Circulation Element and EIR. now
tefore ou for action.
A arbin_er of discontent: . :
As 1 expressed. in testimony before the lapping Commission at
meeti. on April 0 , 1993; the volume of comment ad.d.ressing Draft Docu-
ment .matters ti. ely, the aualit�:r of cogent co�n;.nents made to those issues
and ( additionally) , the persistence of commentary offered in sincere
rebuttal right up to the close of public input to the process suggest
so:«e serious questions of Study sufficiency in addressing a planning
direction the Community will have to live with, useful or not.
Tiz . : :�Ihen a stud,..r commissioned. by the City of Atascadero delivers
a 7-4 --a7 Cocu::.ent ,rhich refutes an express true comment of Nine by d eclar-
_. yap and ti eld observations to show vehicular flow on Traffi c ,Ia.,
Jibe a== -ped ed b•;,- signed stoo-a_e at its intersectior, with ul_red.a Ave-
Iz:"ae , 'find s,.lf conpeiled to rattle .my Ca"e a bit more loud-I -J, tha
as" 7"is -s exercise lin -rindin�, one of m—j favorite axes. te_^
S=��_ 'X'_Ste_`7Cr' f t11P -'rVa�r LUlI-stop traf-LIC Co=Erol
Cit.r Council/-ewis Circulation Ele:r:ent/E?' 4-27-9:
si�na=;e on Traffic .-,'a,r at Glmed.a . is one exa::ple of persistent distortion
or slie,,vino of the rational concerns about Circulation expressed in the
boder of co.r_ments by Study responses that leaves a residue of disc omf ort.
1 TE i+l
The Paoer 'Trail; 1ho ;ets a Co-oy? . . .
The present City policy on courtesy distribution of the Final Docu-
ments to those commentators who voluntarily attempted. to help improve
those documents substantially is patently unclear to me. If some of the
commentators were provided. Final Documents , but not other commentators ,
an unfairness of such favored. distribution obtains . If none of the
commentators were provided copies of the Final Documents to which they
contributed their effortsin an unseemly discourtesy obtains in stark con-
contrast to the ordinary and expected practice of other public bodies
which solicit written public comment. Any oversight or omission deserves
correction.
"he ros ter of thou;- tful i nd.ividuals , agencies and. orgar_izatiors
such as responded. to the invitation to participate in the Circulation
ale nent -orepara tion process would. ordinarily receive Courtes-,; Docu nen+
cooies ro:n virtually every public jurisdiction having cause to issue
such invitation, : where they commented. Federal, State, Regional and
Cot:nty agencies typically ��o'd the cost of such courtesy document pub-
licati on and distributi on into the delivery a- ee hent for preparing the
study And. they tend. to scrupulously honor such distribution.
• I believe At-ascadero does itself and. the ilk of commentators who
bother to prepare ti:mel.y responses a disservice if it disavows or avoids
such courtesies either selectivelor wholesale. I
y.- would have the
Courcil instruct such exercise of Document courtesy in these :natters as
a :.atter of intent and. consistency; and. _ sincerely ask-that no scoldi:_
be forthco::.i.7 from this Council in reply to this express concern by
exhibition_ of displeasure at such expression.
ask that the _ltascadero 'iCouncil take these express. concerns
i-to Consideration as it evaluates the 2inal Documents on this veneral
?tan .iodate -'irculation Element and. LIR .
Respectfully submitted, _
6/Z
Dougyas R . Lewis
CITY OF ATASCADERO
R M, kb TREASURER'S REPORT
FOR THE MONTH ENDING APRIL 30,1993
TABLE 1: SCHEDULE OF CASH RECEIPTS AND DISBURSEMENTS
PREVIOUS MONTH CURRENT MONTH PREVIOUS YEAR
31-Mar-93 30-Apr-93 30-Apr-92
Beginning Cash Balance 5,446,330.00 5,178,318.05 4,982,072.32
Plus: Cash Receipts 1,438,027.19 1,573,629.40 2,020,173.31
Plus: Tran Receipts 0.00 0.00 0.00
Less: Disbursements (1,706,865.81) 11,841,572.87! 1799,523.611
Ending Cash Balance 5,177,491.38 4,910,374.58 6,202,722.02
Plus: Outstanding Transactions 826.67 180,488.66 81,001.53
---------------- ---------------- ---------------
Adjusted Cash Balance 5,178,318.05 5,090,863.44 6,283,803.55
TABLE 11: SCHEDULE OF INVESTMENTS
---------------------------------------------------------------------------------------------------------------
Interest Interest Interest
Name Amount Rate For Month Yr-to-Date
----------------------------------------------------------------------------------------------------------------
Orange County Investment Pool 4,520,616.85 8.01% 0.00 301,368.57
L.A.I.F. 304,274.24 4.61% 48.25 12,567.23
• Mid State Bank 264,796.43 2.50% 829.61 8,137.18
Petty Cash 1,175.92 N/A N/A N/A
TOTAL: 5,090,863.44 877.86 322,072.98
L.A.I.F. Interest paid quarterly in month following end of quarter.
Orange County Investment Pool Interest paid quarterly in 3rd month after quarter's end.
Interest Rate is for Current Month - not for earnings shown.
I certify that this report reflects all Governmental Agency pooled
investments and is in conformity with the investment Policy of the
City of Atascadero as stated in Resolution No. 126-92 dated 12/08/92.
A copy of this Resolution is available at the Office of the City Clerk.
The Investment Program herein shown provides sufficient cash flow
liquidity to meet next month's estimated expenditures.
Muriel C. Korba, City Treasurer
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MEETS f:x AGENDA
FINANCE DIRECTOR' S REPORT FOR THE MONTH OF APRIL, 1993 (83 . 3% )
TABLE ONE: SCHEDULE OF CHANGES IN FUND BALANCE, BY FUND
6/30/92 YR-TO-DATE YR-TO-DATE YR-TO-DATE
FUND NAME BALANCE REVENUES EXPENSES BALANCE
-----------------------------------------------------------------------
-----------------------------------------------------------------------
General Fund (81 ,008 ) 5 ,438 , 117 5 , 171 , 124 185 , 984
Gas Tax 347 ,978 321 ,659 1 , 131 ,647 ( 462,010 )
Zoo Operations ( 11 , 355 ) 145 , 573 178 ,262 ( 44 ,045 )
Dial-A-Ride ( 62 , 110 ) 296 , 603 293 ,667 ( 59 ,174 )
Wastewater 1 , 962 ,306 860 ,250 796 , 730 2 ,025 ,826
Park Concession ( 6 , 798 ) 14 , 704 9 ,163 ( 1 ,257 )
Lake Pavilion ( 19 , 569 ) 39 , 428 38 ,430 ( 18 , 571 )
Aquatics 0 16 , 207 30 ,842 ( 14, 635 )
Recreation 0 287 ,935 292 , 786 ( 4,851 )
Tree Planting Trust 28 , 032 8,875 5 ,061 31 ,846
Sidewalk Trust 35 , 586 1 ,871 0 37 , 458
A.D. #3 - Debt Service 12 ,000 6 ,903 0 18,903
A.D. #4 - Debt Service 114,074 105 ,938 154 , 295 65 ,717
A.D . #5 - Debt Service 42 , 939 36 , 780 40 , 686 39 ,033
C.O. P . Debt Service 90 , 603 106 ,038 126 , 396 70, 244
Capital Projects Fund 59 ,715 1 ,879 , 482 1 , 949 , 661 ( 10 , 465 )
Police Impact Fee ( 78, 901 ) 11 , 976 29 ,017 (95 , 943 )
Fire Impact Fee 138 , 781 42 ,472 17 181 ,236
Parks Impact Fee ( 326 ,154 ) 122 ,481 40 ,839 ( 244 , 512 )
Drainage Impact Fee 321 , 920 45 ,786 32 ,702 335 ,003
Amapoa-Tecorida Fund 150 ,045 34 , 132 4 ,613 179 , 563
Streets & Bridges Impact 473 , 414 81 , 060 461 , 231 93 ,243
St . Maint . Districts 36 ,456 3 ,999 0 40 , 454
TDA/Non-Transit 819 ,164 44, 859 344 ,900 519 , 123
-----------------------------------------------
TOTALS 4 ,047 , 114 9 , 953 , 125 1,1 , 132 , 069 2 ,868 , 171
NOTES :
1 . 6/30/c2 Fund Balances are from the City ' s books and have not
been confirmed by the outside auditors .
2 . The 6/30/92 Fund Balance figures represent either the Unreserved
Fund 7=i nce , cr in the case of Enterprise Funds , the fund ' s
Retained Earnings . This figure best represents what is available
for use within that particular fund.
3 . Source : Status Report by Fund (GLIS ) , dated 5/18/93 .
F_NDTR . wk3 - 18-May-93
FINANCE DIRECTOR' S REPORT FOR THE MONTH OF APRIL, 1993 (83. 3%)
TABLE TWO: BUDGET-TO-ACTUAL COMPARISON, GENERAL FUND ONLY is
FY 92-93 BALANCE PCT. OF
REVENUE/EXPENDITURE BUDGET YR-TO-DATE REMAINING BUDGET
Property Taxes Taxes 2 , 400 ,000 2 ,023 , 499 376 , 501 84 . 3%
Sales Tax 1 ,850 ,000 1 ,429 ,199 420 ,801 77 . 3%
Transient Occupancy Tax 110 ,000 76 ,124 33 ,876 69 . 2%
Franchise Fees 405 ,000 376 , 668 28 , 332 93 . 0%
Other Taxes 50 ,100 27 , 794 22 , 306 55 . 5%
Business Licenses 110 ,000 72 ,468 37 , 533 65 . 9%
Construction Permits 306 ,000 217 , 439 88 , 561 71 . 1%
Motor Vehicle In-Lieu 850 , 000 675 , 618 174 , 382 79 . 5%
Other State Subventions 61 ,000 32 ,891 28 , 109 53 . 9%
Other Intergovernmental 145 ,000 140 , 665 4 , 335 97 . 0%
Planning & Eng. Fees 173 , 400 72 ,255 101 , 145 41 . 7%
Other Fees & Charges 49 , 500 28,737 20 ,763 58 . 1%
Fines & Forfeitures 60 , 900 30 , 098 30 ,802 49 . 4%
Investment Earnings 15 ,000 41 , 292 ( 26 , 292 ) 275 . 3%
Other Revenues 67 , 600 44 , 645 22 , 955 66 . 0%
Transfers In 177 , 500 148 , 725 28, 775 83 . 8%
-----------------------------------------------
TOTAL REVENUE 6,831,000 5 ,438,117 1 ,392,883 79 . 6%
Council/Clerk/Treasurer 76 , 955 59 , 323 17 ,632 77 . 1%
City Attorney 80 ,000 57 , 920 22 ,080 72 . 4
City Manager 135 , 050 107 , 648 27 ,402 79 . 7 10
Personnel 65 , 525 48 , 194 17 , 331 73 . 6%
Police 2 , 215 , 190 1 , 700 ,094 515 ,096 76 . 7%
Fire 1 ,092 ,750 872 , 580 220 , 170 79 . 9%
Public Works 245 , 700 171 , 147 74 , 553 69 . 7%
Community Development 709 , 460 471 , 688 237 , 772 66 . 5%
Community Services/Admin 31 , 600 21 , 873 9 , 727 69 . 20
Parks 326 , 005 248 , 513 77 , 492 76 . 2%
Building Maintenance 202 , 750 124 , 781 77 , 969 61 . 5%
Streets 390 , 000 301 , 305 88 , 695 77 . 3%
�na:.ce 272 , 450 213 , 699 58 , 751 78 . 4%
Risk Management 250 , 750 223 ,804 26 , 946 89 . 3%
Non-Departmental 483 , 200 393 , 263 89 , 937 81 . 4%
Transfers Out 252 ,065 155 , 292 96 , 773 61 . 6%
-----------------------------------------------
TOTAL EXPENDITURES 6 ,829 ,450 5 ,171 ,124 1 , 658 ,326 75 . 7%
NOTES :
1 . Construction Permits revenue includes Plan Check Fees .
2 . Budgeted figures were adopted by Council in July, 1992 .
3 . Source : Income Statement Report/Selective Comparison (GLIS ) ,
dated 5/18/93 .
FiNDIR .wk3 - i8-May-93
FINANCE DIRECTOR'S REPORT FOR THE MONTH OF APRIL, 1993 (83 . 3% )
TABLE THREE: PRIOR YEAR COMPARISON, GENERAL FUND ONLY
CURRENT PRIOR PCT.
REVENUE/EXPENDITURE MONTH YR-TO-DATE YR-TO-DATE CHANGE
Property Taxes 643 , 875 2 ,023 , 499 2 ,086 ,951 -3 .0%
Sales Tax 106 , 250 1 ,429 ,199 1 , 371 , 382 4. 2%
Transient Occupancy Tax 20 , 782 76 , 124 75, 220 1 . 2%
Franchise Fees 6 , 777 376 , 668 360 , 206 4 . 6%
Other Taxes 2 ,486 27 , 794 24 , 992 11 . 2%
Business Licenses 2 , 759 72 , 468 69 , 340 4 . 5%
Construction Permits 31 , 435 217 , 439 250 ,460 -13 . 2%
Motor Vehicle In-Lieu 69 , 908 675 , 618 664, 479 1 . 7%
Other State Subventions 0 32 ,891 50 , 927 -35 . 4%
Other Intergovernmental 9 , 902 140 , 665 246 , 582 -43 . 0%
Planning & Eng. Fees 9 , 123 72 , 255 45 , 347 59 . 3%
Other Fees & Charges 4 , 434 28 , 737 43 , 642 -34 . 2%
Fines & Forfeitures 3 , 572 30 ,098 10, 670 182 . 1%
Investment Earnings 3 , 907 41 , 292 34 ,356 20 . 2%
Other Revenues 12 , 440 44 , 645 205 , 992 -78 . 3%
Transfers In 14 , 375 148 , 725 212,648 -30 . 1%
-----------------------------------------------
TOTAL REVENUE 942 ,026 5 ,438,117 5,753,194 -5. 5%
Council/Clerk/Treasurer 4,877 59 , 323 70,238 -15 . 5%
City Attorney 8 ,065 57 , 920 80 , 674 -28 . 2%
City Manager 10 ,436 107 , 648 110 ,858 -2 . 9%
Personnel 5 , 313 48 , 194 89 , 443 -46 . 1%
Police 175 , 984 1 , 700 ,094 1 , 736 , 522 -2 . 1%
Fire 85 , 497 872 , 580 941 , 428 -7 . 3%
Public Works 11 , 547 171 , 147 318 , 603 -46 . 3%
Community Development 37 , 133 471 , 688 648 , 975 -27 . 30
Community -Services/Admin 1 , 703 21 , 873 43 ,086 -49 . 2%
Parks 18 ,837 248 , 513 310 , 744 -20 . 0%
Building M31ntenance 10 , 546 124 , 781 190, 679 -34 . 6%
Streets 27 , 150 301 , 305 335 , 686 -10 . 2%
Finance 20 , 175 213 , 699 223 , 925 -4 . 60
Risk Manacement 3 , 337 223 ,804 245 , 056 -8 . 7%
Non-Departmental 26 , 963 393 , 263 487 ,108 -19 . 3%
Transfers Out 8 , 386 155 , 292 1 ,030 , 521 -84 . 9%
-----------------------------------------------
TOTAL EXPENDITURES 455 , 950 5 ,171,124 6 ,863 , 546 -24. 7%
NOTE : The same footnotes from Table Two apply to Table Three .
FNDIR .wk3 - 18-May-93
FINANCE DIRECTOR' S REPORT FOR THE MONTH OF APRIL, 1993 (83 . 3%)
NOTES TO THE FINANCE DIRECTOR' S REPORT:
1 . The numbers in the Treasurer ' s Report are cash based; this report
is accrual-based. Thus , the Treasurer ' s Report measures cash
actually received or spent during the month; this report presents
revenues earned or expenditures incurred, regardless of when
the actual receipt or disbursement occurs . As a result , figures
from the two reports will not always tie-in together .
I , Mark Joseph, do hereby certify that the above information is
accurate and reflects the City' s financial position for the
period specified. However , the information in this report is
unaudited, and may therefore be subject to future revisions .
Mark Joseph, Finance Director
FTNDTR .w11:3 - 18-May-93
REPORT TO CITY COUNCIL
CITY OF ATASCADERO Agenda Item:
Through: Andy Takata, Assistant Meeting date: 05/25/93
City Manager
File Number: TPM 18-90
From: Henry Engen, Community Development Director 444j
SUBJECT:
Consideration of time extension request for Tentative Parcel Map
18-90 at 7970 Sinaloa Road (Best/Cuesta Engineering) .
RECOMMENDATION:
Per the Planning Commission' s recommendation, approval of a time
extension to March 26, 1994
BACKGROUND:
On May 4, 1993 Planning Commission reviewed the above-referenced
subject on its Consent Calendar. On a 6:0 vote (one Commissioner
was absent) , the Commission recommended approval of a time exten-
sion for Tentative Parcel Map 18-90 to March 26, 1994.
HE:ph
Attachment: Staff Report - May 4, 1993
cc: Russell Best
ITEM : A. 3
M E M O R A N D U M
DATE: May 4, 1992
TO: Planning Commission
FROM: Gary Kaiser, Associate Planner 6+2`1
SUBJECT: Time Extension Request -- TPM #18-90
7970 Sinaloa Road (Best/Cuesta Engineering)
RECOMMENDATION•
Staff recommends the requested one-year time extension be
granted.
DISCUSSION•
Tentative Parcel Map #18-90 was filed in conjunction with a Zone
Change request (ZC #03-90) to subdivide a 0.25-acre site into
three (3) new parcels ranging in size from 3,426 to 4,016 square
feet for single family residential use under a Master Plan of
Development. These applications, which were reviewed prior to
the adoption of the current PD7 standards, were approved by the
Planning Commission on March 11, 1991 and the City Council on
March 26, 1991.
On March 24, 1993, prior to the expiration of the tentative
parcel map, the subject extension request was received
(Attachment A) . It seems an additional window of time will be
necessary to complete required public improvements and record the
final map. It should be noted that the requested time extension
pertains only to the tentative map; the approved zone change
incorporating the Master Plan of Development into the zoning of
the site will remain effective regardless of the time extension.
Encroachment and grading permits have been issued for the
required improvements and work is now underway. The final map
and required CC&Rs have been checked by staff and will be ready
for recordation upon completion of public improvements. The
applicant has indeed shown a good faith effort to satisfy
conditions of approval and record the final map in a timely
manner.
Attachments:
Attachment A -- Extension Request
Attachment B -- Original staff report of November 20, 1990 .
Attachment C -- Revised Conditions of Approval
r
Attachment A
Extension Request
TPM #18-90
CUESTA ENGINEERING
6717 Morro Road
Atascadero,CA 93422
(805)466-6827
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Attachment B
11/20/90 -staff report
TPM #18-90
CITY OF ATASCADERO Item: B-2
STAFF REPORT
FOR: Planning Commission Meeting Date: November 20 , 1990
BY: Gary V. Kaiser, Assistant Planner File: TPM 18-90/ZC 03-90
SUBJECT:
Consideration of a request to establish a Planned Development
Overlay zone (PD7) in conjunction with a tentative parcel map
application to divide one existing parcel of approximately one-
quarter acre into three (3) parcels of 3, 426, 3, 435, and 4, 066
square feet for single-family residential use.
RECOMMENDATION:
Staff recommends approval of Tentative Parcel Map #18-90 based on
the Findings contained in Exhibit H and subject to the Conditions
of Approval contained in Exhibit I. Likewise, staff recommends
approval of Zone Change #03-90, based on the Findings for
Approval contained in the Draft Ordinance (Exhibit J) .
SITUATION AND FACTS:
1. Applicant. . . . . . . . . . . . . . . . . . . .Russel L. Best
2. Representative. . . . . . . . . . . . . . .Cuesta Engineering
3. Project Address . . . . . . . . . . . . . . 7970 Sinaloa Avenue
4. Legal Description. . . . . . . . . . . .Lot 31, Blk HA, AC
5. Site Area. . . . . . . . . . . . . . . . . . . . 10, 927 ft (0. 25 acres +/-)
6. Zoning. . . . . . . . . . . . . . . . . . . . . . .RMF-16
7 . General Plan Designation. . . . .High Density Multiple Family
8. Existing Use. . . . . . . . . . . . . . .vacant lot
9 . Environmental Status. . . . . . . . .
Negative
eclaation posted
ANALYSIS:
The project is essentially a proposal to establish three (3)
single-family dwellings, each on separate parcels, on what is
currently one original Colony lot. Although the gross area of
the site is 10, 927 square feet, the net area of the site is
approximately 10,427 square feet. This net site area has been
arrived at by subtracting from the gross site area a five (5)
foot strip running the entire length of the Sinaloa Avenue
frontage that will be offered for dedication to the City for
public road purposes. This net area figure, however', allows for
three (3) two-bedroom units on this site, pursuant to the density
standards established in the RMF-16 zone (Section 9-3. 175) .
A project of this size would normally be processed as a Precise
Plan application; however, this project proposes the creation of
individual small lots. Smaller lots such as these, besides being
subject to the requirements of the Subdivision Map Act, can only
be approved through establishment of a Planned Development
Overlay Zone (PD) . The City has created a generic overlay zone
(PD7) for small lot residential subdivisions such as the one
currently proposed. Approval of this project hinges on the
establishment of the PD Overlay Zone.
Minimum Lot Size Standards
The City General Plan (page 55) and Zoning Ordinance (Section 9-
3. 174) set a minimum lot size of one-half acre in the multiple
family zones. Residential Policy #6 of the General Plan (page
57) provides for the creation of smaller lots in the multiple
family zones "in conjunction with planned residential
developments, provided that the overall density within the
project is consistent with other density standards contained
herein. " There is similar language in the Zoning Ordinance,
regarding the allowance of smaller lots through the planned
development process, provided the overall density within the
project conforms with the density standards normally applied
under the underlying zoning of the site. As stated above, the
proposed density conforms to the density standards established
for the RMF-16 zone.
Planned Development Overlay Zone
The purpose of the Planned Development Overlay Zones, and the
findings that must be made to approve the establishment of a
Planned Development Overlay Zone, are contained within the Zoning
Ordinance. The purpose of the PD Zones, as found in Section 9-
3. 641 of the City Zoning Ordinance, is as follows:
"The Planned Development Overlay Zone identifies areas where
development standards or processing requirements different
from those established by the underlying zoning district are
2
deemed necessary to promote orderly and harmonious
development and to enhance the opportunity to best utilize
special characteristics of an area. "
Pursuant to Section 9-3. 644 of the City Zoning Ordinance, the
following findings must be made to approve the establishment of a
PD Overlay Zone:
1. Modification of development standards or processing
requirements is warranted to promote orderly and harmonious
development.
2. Modification of development standards or processing
requirements will enhance the opportunity to best utilize
special characteristics of an area and will have a
beneficial effect on the area.
3. Benefits derived from the overlay zone cannot be reasonably
achieved through existing development standards or
processing requirements.
4. The proposed plans offer certain redeeming features to
compensate for the requested modifications.
The developer' s statement (Exhibit F) presents a valid argument
for allowing the proposed smaller lot sizes. Although the lots
are small (ranging from 3, 426 to 4,066 square feet) , the
identical project could be approved by Precise Plan, minus the
creation of separate lots. Staff agrees with the applicant that
the ability to provide small lots for single family home
ownership, and the resulting increase in housing alternatives
available in the City, would be a benefit to the community.
Site Development Standards
As quoted in its entirety above, the purpose of the Planned
Development Overlay zones is to "identify ares where development
standards. . . different from those established by the underlying
zoning district. . .are deemed necessary to promote orderly and
harmonious development. . . (City Zoning Ordinance Section 9-
3. 641) . " In the case of the application in question, the use of
the subject site, if the application is approved, would change
from multiple family to single family residential use, because of
the creation of individual lots for each proposed dwelling unit.
Hence, some development standards set forth in the RMF zone,
intended primarily for multiple family uses, may not be
considered appropriate for the proposed single family uses.
The PD7 Overlay Zone, therefore, sets forth its own development
standards. A Master Plan of Development is required for all
properties in the PD7 zone; this Master Plan, then, serves as the
development standard for subsequent development of the property.
3
The Master Plan of Development for the project in question
includes all information contained in the application, including
but not limited to: a tentative parcel map (Exhibit B) ; a grading
and drainage plan (Exhibit C) ; a site plan (Exhibit D) ; and
building elevations/floor plans (Exhibit E) . Upon review of
these items, staff has found all applicable standards for
building setbacks and height limits would be complied with.
Development standards for the multiple family zones, , as set forth
within City Zoning Ordinance, which staff feels are intended for
multiple family uses and would be inappropriate for the project
in question, are as follows:
1. ENCLOSED STORAGE -- The RMF zone requires that each dwelling
unit be provided with a minimum of 100 square feet of
enclosed -storage space, exclusive of closets, which may be
included in either a principal or accessory building
(Section (9-3. 176 (b) ) . Staff feels that excess areas shown
on the proposed floor plans, which include a two-car garage
and library for each unit, would suffice. Moreover, to
require separate accessory structures for storage, whether
attached or detached, would compromise the otherwise
appropriate architectural appearance of the buildings.
2. PARKING -- One (1) handicapped parking space, and one (1)
guest parking space would be required for the proposed use,
if separate lots were not proposed (City Zoning Ordinance
Sections 9-4. 115 (c) and 9-4. 118 (c) (5) , respectively) .
Separate lots are proposed, however, and the applicant does
propose to meet the required parking for singly family
residential use. Furthermore, the interior floor plans for
the proposed two-story units are not accessible for
handicapped persons.
3. SOLID WASTE -- Solid waste collection areas that use
dumpsters or other containers with a total capacity greater
than two (2) 33 gallon containers must be enclosed within a
solid wall or fence (City Zoning Ordinance Section 9-
4. 129 (b) ) . If this was a three-unit multiple family
development, this standard would clearly apply. Given this
particular project, however, with three single family units
each generating their own waste and individually responsible
for the disposal of their own waste, this standard is not
considered appropriate.
4. SCREENING WALL -- A solid wall or fence not less than six
(6) feet in height shall be placed and maintained on
interior lot lines abutting property zoned for single family
residential use (City Zoning Ordinance Section 9-3. 176) .
The project site does not abut any properties zoned for
• single family residential use.
4
Other development standards required for multiplefamily uses
and/or multiple family zones, which staff feels are appropriate
for the project in question, are as follows:
1. COVERED PARKING -- The RMF zone requires that one (1)
covered parking space (carport or garage) be required for
each dwelling unit (City Zoning Ordinance Section 9-
3. 176 (e) ) . The applicant proposes a two-car garage for each
unit, thus exceeding the requirement for covered parking
spaces.
2. LANDSCAPING -- A landscaping plan is required for
essentially all uses other than single family residential
uses (City Zoning Ordinance Section 9-4. 125) . Although the
uses proposed are single family residential, staff feels
that a suitable landscaping plan should be required and
implemented as part of this project (see attached Conditions
of Approval) .
Review by Other Agencies
Since the City Public Works Department had expressed concerns
related to drainage in the project area, an engineered drainage
plan, and supplemental drainage calculations, have been submitted
as part of this application. The comments received from the
Public Works Department are included in the attached Conditions
of Approval. No other public agencies reviewing the project have
expressed serious concerns regarding the project. Any comments
received from other agencies, including a requirement of the City
Fire Department for a new fire hydrant at the corner of Sinaloa
and Curbaril, have been incorporated into the attached Conditions
of Approval.
CONCLUSIONS:
Staff believes that the necessary findings can be made for the
establishment of a Planned Development Overlay Zone, and that the
proposed project, including the creation of three individual
small lots, would be a benefit to the community.
ATTACHMENTS: Exhibit A - Location Map
Exhibit B - Tentative Parcel Map
Exhibit C - Grading and Drainage Plan
Exhibit D - Site Plan
Exhibit E - Proposed House Plans
Exhibit F - Supplemental Development Statement
Exhibit G - Negative Declaration
Exhibit H - Findings for Approval
Exhibit I - Conditions of Approval
Exhibit J - Draft Ordinance .
TPM-18-90. sr
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CITY OF ATASCADERO LOEXHIBIT A
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CITY OF ATASCADERO EXHIBIT D
.. SITE PLAN
„n COMMUNITY DEVELOPMENT
DEPARTMENT
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CITY OF ATASCADERO EXHIBIT E
PROPOSED HOUSE PLANS
»�. COMMUNITY DEVELOPMENT
DEPARTMENT
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CITY OF ATASCADERO EXHIBIT F
DEVELOPER'S STATEMENT
�r COMMUNITY DEVELOPMENT
DEPARTMENT
Russel Best 8-21-90
1350 Bolton
Morro Bay, CA 93442
City of Atascadero j
Planning Department SEP 6- 1999
COMMUNITY DE'IELOPMENI
Supplemental Developer's Statement
Project: Application for planned development overlay and tentative map
for 7970 Sinaloa . (APN #30-132-39)
We propose to develop the above property under the provisions of the
"Planned Development Overlay" provision of the Atascadero City Zoning
Ordinance (Sections 9-3.641 - 9-3.644):
We will create 3 parcels from an existing .25 acre RMF-16 lot. New lots
vary in size from 3,426 to 4,016 square feet. The proposed project of 3
units is allowable under current density standards for RMF 16 zoning.
Newly created parcels will require switching front yard setbacks from
Curbaril to Sinaloa. This is permitted since all access is from Sinaloa.
New parcels meet or exceed existing setback requirements. We propose
the following minimum setbacks:
Front/East Side/North Rear/West Side/South
Lot 1 25 feet 10 feet 10 feet 5 feet
Lot 2 25 5 10 5 -
Lot 3 25 " 5 10 15 "
In many cases actual Building setbacks will exceed minimums: on
Curbaril (10 feet required, 15 feet minimum furnished), and on the North
boundary of Lott (5 feet required, 10 feet furnished).
Gravity sewer is available. Sewer easement will be recorded on Final map
to provide for access to Lots 1 and 2. Sewer easement is angled to
preserve the Oak tree on the Southwest corner.
Covenants. Codes and Restrictions shall be recorded to preserve building
colors, landscaped area at Curbaril, and fence configuration.
The two car garage provided for each house meets the requirements of 2
parking spaces per unit. Distance between garages and sidewalk is 25
feet, therefore cars parked in the driveway will be clear of the sidewalk.
i
�9& CITY OF ATASCADERO EXHIBIT F
DEVELOPER'S STATEMENT
COMMUNITY DEVELOPMENT (pg• 2
. DEPARTMENT
PROJECT DESCRIPT 2.
Architecture can be described as contemporary country. Stucco and
hardboard siding are combined in pleasant earth tones. Rooflines are l
pitched to minimize height on Curbaril. Units are stepped down in the rear
to accomodate split level dining rooms. The homes will offer a large living
- dining area downstairs, with adjoining kitchen and powder room.
Upstairs, the two bedrooms have common access to the main bathroom.
The development will fit within the current context of the neighborhood,
giving a pleasant upbeat flair to the corner on which it is situated. The
landscaped area along Curbaril, with fencing restricted to the rear of Lot
3, will preserve a parklike atmosphere. The removal of the single elm
tree which is situated in the sidewalk on Sinaloa will be mitigated by the
planting of numerous trees in the landscaped area
I
Construction of roadway, curb, and sidewalk improvements will
substantially improve the appearance of the corner, while achieving
control of local flooding hazards. Construction of similar improvements
on the opposite side of Sinaloa by the recently approved Voorhis PD
project will combine to give the corner a refurrbished appearance.
The creation of 3 separate parcels will allow for sale of individual units
with land as opposed to condominium units. Many local residents and other
potential buyers prefer to "own the land", and financial institutions are
better able to lend money on separately held lots rather than airspace
condominiums in this area. The pride generated by individual ownership
will result in better upkeep of the properties as opposed to condominium
and apartment projects.
Our project will offer moderately priced housing, with attractive
landscaping. Target market is first time or small family buyers who
desire the amenities of basic, well constructed housing. Theseunits will
also offer the opportunity for senior citizens to purchase new housing
which is close enough to walk to the downtown area.
In conclusion, we believe that this development will serve the community
on several accounts: It will provide an attractive, finished project which
will complete the public improvements on the corner of Sinaloa and
Curbaril. It will also provide moderately priced housing, for buyers who
desire new housing which is dose to the downtown area. To the best of
our knowledge, the project design will not have any unmitigated'; impacts.
Respectfull submitted
Russel Best
Owner- Developer
CITY OF ATASCADERO EXHIBIT G
NEGATIVE DECLARATION
COMMUNITY DEVELOPMENT (copy)
DEPARTMENT
ny �iw CITY OF ATASCADERO
ENVIRONMENTAL COORDINATOR
NEGATIVE DECLARATION
COMMUNM DEVELOPMENT DEPT. 6500 PALMA AVE. ATASCADERO.CA 93422 (805)461-5035
APPLICANT: RvxEL t3Em,T
1350 %%--rot-4
r p22e 19", LPr. 934-42
PROJECT TITLE: -T?M* 1,B_9C)
-e-gs ckta+abE 4-03-40
PROJECT LOCATION:
7970 5,,4N,.oAz AAe.
PROJECT DESCRIPTION: Div%stot-i 0.25 Ac¢� �ArzcEt. tNtO
�� QP+R�S oF' 3,`t'Z6 4-r2� 3,435 -�-2, aN� 4,066 sr-rZ �oct S�i16t.E'
52M,,6erqr,4 , r.F. —Pe.iEc'T i,kCwDF$ koD%roN aF �D ��awaE17
FINDINGS: �� �-� o�ESzt.�� -tv EST�iy6. tzMr-l6 �ori�c�6.
1. The project does not have the potential to degrade the environment.
2. The project will not achieve short-term to the disadvantage of long-term environmental goals.
3. The project does not have impacts which are individually limited.but comulatively considerable.
4. The project will not cause substantial adverse effects on human beings either directly or indirectly.
DETERMINATION:
Based on the above flndings.and the information contained in the initial study(made a part hereof by refer-
ence and on Me in the Community Development Department).it has been determined that the above project
will not have an adverse impact on the environment
H
Community opm ector
Date Posted: OCTOBER 30, 1990
Date Adopted:
mo r,-W
EXHIBIT H - Findings for Approval
Tentative Parcel Map 18-90
7970 Sinaloa Avenue
(Best/Cuesta)
November 20, 1990
ENVIRONMENTAL FINDING:
The proposed project will not have a significant impact on the
environment. The Negative Declaration prepared for the project
is adequate.
MAP FINDINGS:
1. The proposed subdivision is consistent with applicable
General and Specific Plans.
2. The design and/or improvement of the proposed subdivision is
consistent with applicable General and Specific Plans.
3. The site is physically suitable for the type of development
proposed.
4. The site is physically suitable for the density of the
development proposed.
5. The design of the subdivision, and/or the proposed
improvements, will not cause substantial environmental
damage or substantially and avoidably injure fish and
wildlife or their habitat.
6. The design of the subdivision, and the type of ;the
improvements, will not conflict with easements acquired by
the public at large for access through or the use of
property within the proposed subdivision; or substantially
equivalent alternate easements are provided.
7. The proposed subdivision design, and/or the type of
improvements proposed, will not cause serious public health
problems.
TPM-18-90. fin
EXHIBIT I - Conditions of Approval
Tentative Parcel Map #18-90
7970 Sinaloa Avenue (Best/Cuesta)
CONDITIONS OF APPROVAL:
1. Water shall be obtained from the Atascadero Mutual Water
Company. Water lines shall be extended to the frontage of
each parcel, prior to the paving of the road and the
recordation of the Final Map.
2. All existing and proposed utility, pipeline, open space, or
other easements are to be shown on the Final Map. If there
are building or other restrictions related to the easements,
they shall be noted on the Final Map.
3. All relocation and/or alteration of existing utilities shall
be the responsibility of the developer, and shall be placed
underground.
4. The newly formed lots shall be connected to the public
sewer. All annexation permit fees in effect at the time of
recordation shall be paid for the newly created lots prior
to the recordation of the Final Map. Sewer laterals shall
be installed to each lot prior . to paving the road.
5. In addition to the installation of water and sewer services,
the developer shall install gas, electricity, telephone, and
cable television services to each lot prior to paving the
road and the recordation of the Final Map.
6. A grading and drainage plan, prepared by a registered civil
engineer, shall be submitted to the Community Development
Department for review and approval by both the Community
Development and Public Works departments, prior to the
issuance of any building permits.
7. An encroachment permit shall be obtained from the City
Public Works Department prior to the commencement of
construction activities. In addition, an Inspection
Agreement shall be signed guaranteeing that the work will be
done and the inspections will be paid for.
8 . The subdivider shall install all street signs, traffic
delineation devices, warning and regulatory signs,
gaurdrails, barricades, and other similar devices where
required by the Director of Public Works. Signs shall be in
conformance with the current State of California uniform
sign chart. Installation of traffic devices shall be
subject to review and modification after construction.
9. Road improvement plans, prepared by a registered civil
engineer, shall be submitted to the Community Development
Department for review and approval by the Public Works
Department, prior to the construction of the improvements.
Plans shall include, but shall not be limited to:
Sinaloa Avenue: Pavement shall be widened to a width
of twenty (20) feet from the centerline of the right-
of-way to the curb face. A curb, gutter, and five (5)
foot sidewalk shall be installed. A concrete cross
gutter shall be installed to match the cross gutter to
be built by the project across the street on Sinaloa.
The recommended minimum slope of the concrete gutter is
0. 005. The minimum curb return radius at the property
line shall be twenty-five (25) feet.
Curbaril Avenue: Pavement shall be widened to a width
of twenty (20) feet from centerline of right-of-way to
curb face. Curb, gutter, and a five (5) foot sidewalk
shall be installed, designed to match the existing
improvements to the south. An asphalt berm shall be
installed from the end of the concrete curb to the
existing curb to the south. An asphalt drive approach
shall be installed to serve the property between the
existing improvements and the new improvements.
10. Construction of all public improvements shall be completed
prior to the recordation of the Final Map.
11. All public improvements shall be covered by a 100%
Performance Guarantee and a 100% Labor and Material
Guarantee until construction is deemed substantially
complete, and by a 10% Maintenance Guarantee until one year
after substantial completion.
12. Public improvement plans shall be reviewed and approved by
the City Fire Department, prior to the recordation of the
Final Map. Plans shall include the necessary fire hydrant
upgrade of the existing fire hydrant at the corner of
Sinaloa Avenue and Curbaril Avenue.
13. All lot grading and drainage improvements shall require a
written statement from a registered civil engineer that all
work has been completed and is in full compliance with the
approved plans.
14. The following right-of-way shall be offered for dedication
to the City of Atascadero:
Street Name: Sinaloa Avenue
Limits: 25 feet from the centerline of the right-of-
way to the property line.
r:
Street Name: Curbaril Avenue
Limits: 25 feet from the centerline of the right-of-
way to the property line.
Corner Rounding: A minimum radius of 25 feet at
property line at the intersection of Curbaril and
Sinaloa.
All offers of dedication shall be completed and recorded prior
to, or in conjunction with, the recordation of the Final Map.
15. Landscape plans, including means of irrigation, shall be
submitted along with other materials required for the filing
of a building permit application. This information may be
shown on -the grading plan. Said landscape plans shall
substantially conform to the landscaping shown on the site
plan, and shall include a minimum of two (2) 15 gallon
native trees to serve as replacements for the 12" Elm tree
proposed to be removed. All landscaping shall be completed,
or agreements shall be made for its completion, prior to the
final building inspections.
16. All development shall be in conformance with information
contained in the application, including but not limited to
grading, driveway and utility locations, house plans,
building setbacks, and landscaping.
17. A Final Map, in substantial conformance with the approved
tentative map and in compliance with all conditions set
forth herein, shall be submitted for review and approval in
accordance with the Subdivision Map Act and the City' s
Subdivision ordinance, prior to the recordation of the Final
Map.
a. Monuments shall be set at all new property corners
by a registered civil engineer or licensed land
surveyor, as required by the Land Surveyor' s Act
and Subdivision Map Act. Monuments set within any
road right-of-way shall conform to City Standard
drawing M-1.
b. Pursuant to Section 66497 of the Subdivision Map
Act, the engineer or surveyor shall notice the
City Engineer in writing that the monuments have
been set.
C. A recently updated preliminary title report shall
be submitted for review in conjunction with the
processing of the Final Map.
d. A preliminary subdivision guarantee shall be
submitted for review in conjunction with the
processing of the Final Map.
r18. Approval of this tentative map shall expire two (2) years
from the date of final approval, unless an extension of time
is granted pursuant to a written request received prior to
the expiration date.
TPM-18-90.con
s
EXHIBIT J
DRAFT ORDINANCE
ORDINANCE
NO. •
AN ORDINANCE OF THE COUNCIL OF THE CITY OF
ATASCADERO AMENDING MAP 17 OF THE OFFICIAL ZONING
MAPS BY REZONING CERTAIN REAL PROPERTY AT 7970
SINALOA AVENUE FROM RMF/16 TO RMF/16 (PD7)
(ZC 03-90: BEST/CUESTA)
WHEREAS, the proposed zoning map amendments are consistent
with the General Plan as required by Section 65860 of the
California Government Code; and
WHEREAS, the proposed amendments are in conformance with
Section 65800. et seq. of the California Government Code
concerning zoning regulations; and
WHEREAS , the proposed amendments will not have a significant
adverse impact upon the environment. The Negative Declaration
prepared for the project is adequate; and
WHEREAS, the Atascadero Planning Commission held
public
hearing on November 20 , 1990 and has recommended approval
of
Zone Change 03-90.
NOW, THEREFORE, the Council of the City of Atascadero does
ordain as follows:
Section 1. Council Findings.
1. The proposal is compatible with the surrounding land
use and zoning.
2. The proposal is consistent with the General Plan
land use element.
3. The proposal will not result in any significant adverse
environmental impacts. The Negative Declaration
prepared for the project is adequate.
4. Modification of development standards or processing
requirements is warranted to promote orderly and
harmonious development.
5. Modification of development standards or processing
requirements will enhance the opportunity to best
utilize special characteristics of an area and will
have a beneficial effect on the area.
6. Benefits derived from the overlay zone cannot be
reasonably achieved through existing development
standards or processing requirements.
Ordinance No.
7. The proposed plans offer certain redeeming features to
compensate for requested modifications.
Section 2. Zoning Map.
Map number 17 of the Official Zoning Maps of the City of
Atascadero on file in the City Community DevelopmentDepartment
is hereby amended to reclassify the parcel listed below, and
shown on the attached Exhibit A, which is hereby made a part of
this ordinance by reference.
Lot 31; Block HA; Atascadero Colony
Development of said parcel shall be in accordance with the
standards of the Planned Development Overlay Zone No. 7, and
consistent with the attached Exhibit B.
Section 3. Publication.
The City Clerk shall cause this ordinance to be, published
once within fifteen (15) days after its passage in the Atascadero
News, a newspaper of general circulation, printed, published, and
circulated in the City in accordance with Section 36933 of the
Government Code; shall certify the adopting and posting of this
ordinance and shall cause this ordinance and this certification
together with proof of posting to be entered into the Book of
Ordinances of the City.
Section 4. Effective Date.
This ordinance shall go into effect and be in full force and
effect at 12 : 01 a.m. on the 31st day after its passage.
On motion by and seconded by
, the foregoing Ordinance is approved
by the following roll call vote:
AYES:
NOES:
ABSENT:
DATE ADOPTED:
By:
ROBERT LILLEY, Mayor
City of Atascadero, California
i
REVISED
1/22/91
ATTEST:
LEE DAYKA, City Clerk
RAY WINDSOR, City Manager
APPROVED AS TO FORM:
ARTHER R. MONTANDON, City Attorney
PREPARED BY:
HENRY ENGEN, Community Development Director
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`\ CITY OF ATASCADERO DRAFT ORDINANCE
(EXHIBIT A)
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EXHIBIT 6
,.,. COMMUNMDEVaOPMENT REVISED MASTER PLAN
DEPARTMENT
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Revised Conditions of
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TPM #18-90
EXHIBIT D - Conditions of Approval
Tentative Parcel Map #18-90
7970 Sinaloa Avenue (Best/Cuesta)
March 5, 1991 - Revised at Planning Commission Hearing
CONDITIONS OF APPROVAL:
1. Water shall be obtained from the Atascadero Mutual Water
Company. Water lines shall be extended to the frontage of
each parcel, prior to the paving of the road and the
recordation of the Final Map.
2. All existing and proposed utility, pipeline, open space, or
other easements are to be shown on the Final Map. If there
are building or other restrictions related to; the easements,
they shall be noted on the Final Map.
3. All relocation and/or alteration of existing utilities shall
be the responsibility of the developer, and shall be placed
underground.
4. The newly formed lots shall be connected to the public
sewer. All annexation permit fees in effect at the time of
recordation shall be paid for the newly created lots prior
to the recordation of the Final Map. Sewer laterals shall
be installed to each lot prior to paving the ,road.
5. In addition to the installation of water and ',sewer services,
the developer shall install gas, electricity, telephone, and
cable television services to each lot prior to paving the
road and the recordation of the Final Map.
6 . A grading and drainage plan, prepared by a registered civil
engineer, shall be submitted to the Community Development
Department for review and approval by both the Community
Development and Public Works departments, prior to the
issuance of any building permits.
7 . An encroachment permit shall be obtained from the City
Public Works Department prior to the commencement of
construction activities. In addition, an Inspection
Agreement shall be signed guaranteeing that the work will be
done and the inspections will be paid for.
8. The subdivider shall install all street signs, traffic
delineation devices, warning and regulatory signs,
gaurdrails, barricades, and other similar devices where
required by the Director of Public Works. Signs shall be in
conformance with the current State of California uniform
sign chart. Installation of traffic devices shall be
subject to review and modification after construction.
s
9. Road improvement plans, prepared by a registered civil
engineer, shall be submitted to the Community Development
Department for review and approval by the Public Works
Department, prior to the construction of the improvements.
Plans shall include, but shall not be limited to:
Sinaloa Avenue: Pavement shall be widened to a width
of twenty (20) feet from the centerline of the right-
of-way to the curb face. A curb, gutter, and five (5)
foot sidewalk shall be installed. A concrete cross
gutter shall be installed to match the cross gutter to
be built by the project across the street on Sinaloa.
The recommended minimum slope of the concrete gutter is
0.005. The minimum curb return radius at the property
line shall be twenty-five (25) feet.
Curbaril Avenue: Pavement shall be widened to a width
of twenty (20) feet from centerline of right-of-way to
curb face. Curb, gutter, and a five (5) foot sidewalk
shall be installed, designed to match the existing
improvements to the south. An asphalt berm shall be
installed from the end of the concrete curb to the
existing curb to the south. An asphalt drive approach
shall be installed to serve the property between the
existing improvements and the new improvements.
10. Construction of all public improvements shall be completed
prior to the recordation of the Final Map.
11. All public improvements shall be covered by a 100%
Performance Guarantee and a 100% Labor and Material
Guarantee until construction is deemed substantially
complete, and by a 10% Maintenance Guarantee until one year
after substantial completion.
12 . Public improvement plans shall be reviewed and approved by
the City Fire Department, prior to the recordation of the-
Final Map. Plans shall include the necessary fire hydrant
upgrade of the existing fire hydrant at the corner of
Sinaloa Avenue and Curbaril Avenue.
13. All lot grading and drainage improvements shall require a
written statement from a registered civil engineer that all
work has been completed and is in full compliance with the
approved plans.
14 . The following right-of-way shall be offered for dedication
to the City of Atascadero:
Street Name: Sinaloa Avenue
Limits: 25 feet from the centerline of .the right-of-
way to the property line.
Street Name: Curbaril Avenue
Limits: 25 feet from the centerline of the right-of-
way to the property line.
Corner Rounding: A minimum radius of 25 feet at
property line at the intersection of Curbaril and
Sinaloa.
All offers of dedication shall be completed and recorded prior
to, or in conjunction with, the recordation of the Final Map.
15. Landscape plans, including means of irrigation, shall be
submitted along with other materials required for the filing
of a building permit application. This information may be
shown on the grading plan. Said landscape plans shall
substantially conform to the landscaping shown on the site
plan, and shall include a minimum of two (2) 15 gallon
native trees to serve as replacements for the 12" Elm tree
proposed to be removed. All landscaping shall be completed,
or agreements shall be made for its completion, prior to the
final building inspections.
16. All development shall be in conformance with information
contained in the application, including but not limited to
grading, driveway and utility locations, house plans,
building setbacks, fencing, and landscaping.
17. Codes, Covenants and Restrictions (CC&R's) shall be
recorded, prior to the recordation of the Parcel Map, and
shall address the fencing, landscaping, and storage of solid
waste containers (trash cans) . Said CC&R' s, prior to being
recorded, shall be reviewed and approved by the City
Community Development Department for conformance to the
approved Master Plan of Development.
18. A Final Map, in substantial conformance with the approved
tentative map and in compliance with all conditions set -
forth herein, shall be submitted for review and approval in
accordance with the Subdivision Map Act and the City' s
Subdivision Ordinance, prior to the recordation of the Final
Map.
a. Monuments shall be set at all new property corners
by a registered civil engineer or licensed land
surveyor, as required by the Land Surveyor' s Act
and Subdivision Map Act. Monuments set within any
road right-of-way shall conform to City Standard
drawing M-1.
b. Pursuant to Section 66497 of the Subdivision Map
Act, the engineer or surveyor shall notice the
- City Engineer in writing that the monuments have
been set.
C. A recently updated preliminary title report shall
be submitted for review in conjunction with the
processing of the Final Map.
d. A preliminary subdivision guarantee shall be
submitted for review in conjunction with the
processing of the Final Map.
19. Approval of this tentative map shall expire two (2) years
from the date of final approval, unless an extension of time
is granted pursuant to a written request received prior to
the expiration date.
20. All three (3) residential buildings shall be equipped with
low-flow water conservation devices on each toilet and
shower.
TPM-18-90.co3
REPORT TO CITY COUNCIL Meeting Date: 5`25-93
CITY OF ATASCADERO Agenda Item:
Through: Ray Windsor, City Manager
Via: Henry Engen, Community Development Director .
From: Kelly Heffernon, Administrative Analyst
SUBJECT:
Replacement of recycling coupon program with special recycling events.
RECOMMENDATION:
Amend Resolution No. 96-91 by adopting Resolution No. 38-93, which
replaces the $1 .00 recycling rebate program with special recycling
events.
BACKGROUND:
At the 5-11-93 meeting, Council reviewed six alternatives to the 25 cent
coupon rebate program and selected Alternative C. Attached for your approval is
Resolution No. 38-93 which strikes all language regarding the rebate program and
adds a section providing for community-wide special recycling events. These events
will be funded through the net recycling revenues, which is calculated by subtracting
the sorting costs from the California Redemption Value profits.
DISCUSSION:
After meeting with Wil-Mar representatives about how the transition should
occur, staff recommends the following:
1 . Recycling rebates should be issued through the end of June to allow
adequate time for Wil-Mar to notify their customersof the change.
2. Wil-Mar will keep a record of the net California Redemption Value
revenues they receive and submit a report to the City on a semi-annual
basis.
RESOLUTION NO. 38-93
RESOLUTION OF THE CITY COUNCIL
OF THE CITY OF ATASCADERO
AMENDING THE INTEGRATED WASTE MANAGEMENT PROGRAM
TO REPLACE THE RECYCLING COUPON REBATE PROGRAM
WITH SPECIAL RECYCLING EVENTS
Be it resolved by the City Council of the City of Atascadero:
Section 1 . Resolution No. 96-91 is hereby modified to delete all language
regarding the recycling rebate program and to add a Section 3 allowing for
special recycling events as follows:
2. Wil-Mar Disposal Company is authorized to increase trash
collection rates for residential customers as follows: $1 .00 per month
for single can customers and $2.00 for 90-gallon cart customers. A
febate-e#-t p to 004ne is-alit iOFozed as an ineentive-feF those
3. As
community-wide benefit, Wil-
y t, Mar Disposal Company will
provide one or more special recycling events per year for Atascadero
residents. Such events will be funded by Wil-Mar's net recycling
revenues, which is the California Redemption Value profits minus any
sorting costs.
On motion by Councilmember and seconded by
Councilmember the foregoing resolution is hereby adopted the
day of 1993 in its entirety on the following roll call vote:
AYES:
NOES:
ABSENT:
ADOPTED:
ATTEST:
Resolution No. 38-93
Page 2
CITY OF ATASCADERO, CALIFORNIA
by:
LEE RABOIN, City Clerk ROBERT P. NIMMO, Mayor
APPROVED AS TO FORM:
ARTHER R. MONTANDON, City Attorney
I
• REPORT TO CITY COUNCEL Meeting Date: 5/25/93
CITY OF ATASCADERO Agenda Item: 8-
Through: Andy Takata, Assistant City Manager
„�n G
From: Michael P. McCain, Fire Chief r r'
SUBJECT
Weed abatement contract - Bid #93-03
RECOMMENDATION
Recommend awarding of contract for hand work and tractor work to
Jack R. Bridwell. and adopt Resolution No. 40-93 authorizing the execution
of a contract with said contractor.
BACKGROUND
Bids for the weed abatement contract were opened 5/11/93, by Lee
Raboin, City Clerk. As indicated on the attached bid summary sheet,
two bids were submitted.
I recommend awarding the bid to the lowest bidder, Jack R. Bridwell.
Mr. Bridwell provided weed abatement contract services for the City
on a previous occasion and performed satisfactorily.
FISCAL IMPACT
Funds are budgeted annually to cover costs of the weed abatement
program and fees are recovered through assessments an property tax
bills.
4v
RESOLUTION NO. 40-93
RESOLUTION OF THE CITY COUNCIL OF THE CITY OF
ATASCADERO, CALIFORNIA, AUTHORIZING THE EXECUTION OF AN
AGREEMENT WITH
JACK R. BRIDWELL
FOR
WEED ABATEMENT SERVICES
The City Council of the City of Atascadero, California hereby
resolves as follows:
1. The Mayor is hereby authorized to execute an agreement
with Jack R. Bridwell for weed abatement services.
2. The City Manager is hereby authorized to make minor
corrections or modifications of a mathematical or clerical
nature.
3. The Finance Director is hereby authorized to appropriate
funds, if necessary: release and expend funds; and issue
warrants to comply with the terms of this agreement.
PASSED AND ADOPTED at a regular meeting of the City Council
of the City of Atascadero held on the 25th of May, 1993.
ATTEST: CITY OF ATASCADERO
LEE RABOIN, City Clerk ROBERT P. NIMMO, Mayor
�f
CONTRACT NO. 93011
AGREEMENT FOR SERVICES OF CONTRACTOR
This agreement is made upon the date of execution, as
set forth below, by and between Jack R . Bridwell, a weed
abatement contractor, hereinafter referred to as
"Contractor" , and the City of Atascadero, California, a
Municipal Corporation, hereinafter referred to as "City" .
The parties hereto, in consideration of the mutual covenants
contained herein, hereby agree to the following terms and
conditions :
1 . 00 GENERAL PROVISIONS
1 . 01 TERM: This agreement will become effective on
the date of execution set forth below, and will continue
in effect until terminated as provided herein .
1 . 02 SERVICES TO BE PERFORMED BY CONTRACTOR:
Contractor agrees to perform or provide the services
specified in "Description of Services" attached hereto
as "Exhibit A" hereby incorporated herein .
Contractor shall determine the method, details and
means of performing the above-referenced services .
Contractor may, at Contractor' s own expense,
employ such assistants as Contractor deems necessary to
per-form the services required of Contractor by this
acreement . City may not control, direct or supervise
Co:�ractor ' s assistants or employees in the performance
of ^ose services .
1 . C3 COMPENSATION: In consideration for the services
to e performed by Contractor, City agrees to pay
Cc--:i_-actor the consideration set forth in the amounts
a :: -.ander the terms provided in "Exhibit B" , hereby
i=__oorated herein .
2 . 00 OBLIGATIONS OF CONTRACTOR
2 . ,'= MINIMUM AMOUNT OF SERVICE BY CONTRACTOR :
Co: tractor agrees to devote the hours necessary to
pe__orm the services set forth in this agreement in an
e-f-ficient and effective manner . Contractor may
re�_esent , perform services for and be employed by
ac_:i- ional individuals or entities, in Contractor ' s sole
discretion, as long as the performance of these extra-
con--l-actual services does not interfere with or presents
a :flict with City' s business .
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CONTRACT NO. 93011
2 . 02 TOOTS AND INSTRUMENTALITIES Contractor shall
provide all tools and instrumentalities to perform the
services under this agreement except those listed in
"Tools and instrumentalities provided by City" attached
hereto as "Exhibit C" and hereby incorporated herein .
2 . 03 WORKER ' S COMPENSATION AND OTHER EMPLOYEE
BENEFITS : City and Contractor intend and agree that
Contractor is an independent contractor of City and
agrees that Contractor and Contractor ' s employees and
agents have no right to worker ' s compensation and other
employee benefits . If any worker insurance protection
is desired, Contractor agrees to provide worker ' s
compensation and other employee benefits, where required
by law, for Contractor ' s employees and agents .
Contractor agrees to hold harmless and indemnify City
for any and all claims arising out of any claim for
injury, disability, or death of any of Contractor and
Contractor ' s employees or agents .
2 . 04 INDEMNIFICATION . Contractor hereby agrees to,
and shall, hold City, its elective and appointive
boards, officers, agents and employees, harmless and
shall defend the same from any liability for damage or
claims for damage, or suits or actions at law or in
equity which may allegedly arise from Contractor ' s or
any of Contractor ' s employees ' or agents ' operations
under this agreement, whether such operations be by
Contractor or by any one or more persons directly or
indirectly employed by, or action as agent for,
Contractor; provided as follows :
a . That the City does not, and shall not, waive any
rights against Contractor which it may have by
reason of the aforesaid hold-harmless agreement,
because of the acceptance by City, or the deposit
with City by Contractor, of any of the insurance
policies hereinafter described.
b . That the aforesaid hold-harmless agreement by
Contractor shall apply to all damages and claims
for damages of every kind suffered, or alleged to
have been suffered, by reason of any of the
aforesaid operations of Contractor or any agent or
employee of Contractor regardless of whether or
not such insurance policies shall have been
determined to be applicable to any of such damages
or claims for damages .
2 . C5 INSURANCE . Contractor shall not commence work
unser this contract until s/he shall have obtained all
ins�.:rance required under this section and such insurance
sha_ have been approved by City as to form, amount and
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Uj 1
CONTRACT NO. 93011
a . Public Liability and Property Damage
Insurance .
0 Contractor shall take out and maintain during the
life of this contract such public liability and
property damage insurance as shall protect City,
its elective an appointive boards, officers, agents
and employees, and Contractor and any agents and
employees performing work covered by this contract
from claims for damages for personal injury,
including death, as well as from claims for
property damage which may arise from Contractor' s
or any subcontractor ' s operations under this
contract, whether such operations be by Contractor
or by anyone directly or indirectly employed by
Contractor, and the amounts of such insurance shall
be as follows :
(1) Public Liability Insurance .
In an amount not less than $1, 000, 000 for
injuries, including, but not limited to death,
to any one person and, subject,, to the same
limit for each person, in an amount not less
than $500 , 000 on account of any one
occurrence;
(2) P_roverty Damage Insurance .
In an amount of not less than $500, 000 for
. damage to the property of each person on
account of any one occurrence .
(3) Comprehensive Automobile Liability .
Bodily injury liability coverage of $500, 000
for each person in any one accident and
$1 , 000, 000 for injuries sustained by two or
more persons in any one accident . Property
damage liability of $500 , 000 for each
accident .
(4) Worker ' s Compensation Insurance .
In the amounts required by law as set forth in
Section 2 . 03 above .
b . DEDUCTIBLES AND SELF-INSURED RETENTIONS :
Any deductible or self-insured retention must be
declared to, and approved by, the City . The City
may required that either the insurer reduce or
eliminate such deductibles or self-insured
retentions as respects the City, its elected or
appointed officials , employees , ' agents or
volunteers; or the contractor shall procure a bond
guaranteeing payment of all losses, and related
investigation, claims administration and legal
expenses .
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CONTRACT NO. 93011
C . PROOF OF INSURANCE .
Contractor shall furnish City, concurrently with
the execution hereof, with satisfactory proof of
carriage of the insurance required, and adequate
legal assurance that each carrier will give City at
least thirty (30 ) days ' prior notice of the
cancellation of any policy during the effective
period of this contract . The certificate or policy
of liability insurance shall name City as an
additional insured with the Contractor .
3 . 00 OBLIGATIONS OF CITY
3 . 01 COOPERATION : City agrees to comply with all
reasonable requests of Contractor necessary to the
performance of Contractor ' s duties under this agreement .
3 . 02 PLACE OF WORK: City agrees to furnish space for
use by Contractor while performing the services
described in this agreement only as set forth in
"Exhibit D", hereby incorporated herein . Any work space
requirements not set forth in "Exhibit D" shall be the
responsibility of Contractor, and Contractor may use
alternate space for performing described services .
4 . 00 TERMINATION OF AGREEMENT
4 . 01 TERMINATION ON NOTICE : Notwithstanding any
other provision of this agreement, any party hereto may
terminate this agreement, at any time, without cause by
giving at least fourteen (14) days prior written notice
-o the other parties to this agreement .
x . 02 TERMINATION OF OCCURRENCE OF STATED EVENTS :
_:is agreement shall terminate automatically on the
occurrence of any of the following events :
( _) Bankruptcy or insolvency of any party;
Sale of the business of any party;
(,) Death of any party;
The end of the thirty (30) days as set forth in
Section 4 . 01;
( ) End of the contract to which Contractor ' s services
were necessary; or
Assignment of this agreement by Contractor without
the consent of the City .
= . ; 3 TERMINATION BY ANY PARTY FOR DEFAULT O F
CONTRACTOR : Should any party default in the
:rformance of this agreement or materially breach of
of its provisions, a non-breaching party, at their
-ion, may terminate this agreement, immediately, by
= , ing written notice of termination to the breaching
-4-
'�f
CONTRACT NO. 93011
4 . 04 TERMINATION: This Agreement shall terminate on
July 19, 1993 unless extended as set forth in this
Section . The City, with the agreement of Contractor, is
authorized to extend the term of this Agreement beyond
the termination date, as needed, under the same terms
and conditions set forth in this Agreement . Any such
extension shall be in writing and be an amendment to
this Agreement .
5 . 00 SPECIAL PROVISIONS
6 . 00 MISCELLANEOUS
6 . 00 REMEDIES : The remedies set forth in this
agreement shall not be exclusive but shall be cumulative
with, and in addition to, all remedies now or hereafter
allowed by law or equity.
6 . 01 NO WAIVER: The waiver of any breach by any party
of any provision of this agreement shall not constitute
a continuing waiver or a waiver of any subsequent breach
of this agreement .
6 . 02 ASSIGNMENT : This agreement is specifically not
assignable by Contractor to any person or entity . Any
assignment or attempt to assign by Contractor, whether
it be voluntary or involuntary, by operation of law or
otherwise, is void and is a material breach of this
agreement giving rise to a right to terminate as set
forth in Section 4 . 03 .
6 . 03 ATTORNEY FEES : In the event of any controversy,
claim or dispute between the parties hereto, arising out
of or related to this agreement, or the breach thereof,
the prevailing party shall be entitled, in addition to
o--er such relief as may be granted, to a reasonable sum
as and for attorney fees .
6 . ,-4 TIME FOR PERFORMANCE : Except as otherwise
ex: ressly provided for in this agreement, should the
performance of any act required by this agreement to be
performed by either party be prevented or delayed by
reason by any act of God, strike, lockout, labor
trouble, inability to secure materials, or any other
ca--:se except financial inability not the fault of the
par--y required to perform the act , the time for
performance of the act will be extended for a period of
t--' -.e equivalent to the period of delay and performance
of e act during the period of delay will be excused;
o -ped, however, that nothing contained in this
Se=--' --n shall exclude the prompt payment by either party
as reu-aired by this agreement or the performance of any
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CONTRACT NO. 93011
act rendered difficult or impossible solely because of
the financial condition of the party required to perform
the act .
6 . 05 NOTICES : Except as otherwise expressly provided
by law, any and all notices or other communications
required or permitted by this agreement or by law to be
served on or given to any party to this agreement shall
be in writing and shall be deemed duly served and given
when personally delivered or in lieu of such personal
service when deposited in the United States mail, first-
class postage prepaid to the following address for each
respective party:
PARTY ADDRESS
A. CITY OF ATASCADERO 6500 Palma Avenue
Atascadero, CA 93422
Attention : Fire Dept .
B . Jack R. Bridwell
Contractor 11600 Viejo Camino
Atascadero, CA 93422
6 . 06 GOVERNING LAW: This agreement and all matters
relating to this agreement shall be governed by the laws
of the State of California in force at the time any need
for the interpretation of this agreement or any decision
or holding concerning this agreement arises .
6 . 07 BINDING EFFECT : This agreement shall be binding
on and shall inure to the benefit of the heirs,
executors, administrators, successors and assigns of the
parties hereto, but nothing in this Section shall be
construed as a consent by City to any assignment of this
areement or any interest in this agreement .
6 . 08 SEVERABILITY : Should any provision of this
a,�-_--eement be held by a court of competent jurisdiction
o-- by a legislative or rulemaking act to be either
invalid, void or unenforceable, the remaining provisions
of this agreement shall remain in full force and effect,
un-mpaired by the holding, legislation or rule .
6 . `9 SOLE AND ENTIRE AGREEMENT : This agreement
constitutes the sole and entire agreement between the
paries with respect to the subject matter hereof . This
,�-reement correctly set forth the obligations of the
parties hereto to each other as of the date of this
a.-reement . All agreements or representations respecting
t'_-:e subject matter of this agreement not expressly set
for-:�h or referred to in this agreement are null and
vo-d.
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CONTRACT NO. 93011
6 . 10 TIME : Time is expressly declared to be of the
essence of this agreement .
• 6 . 11 DUE AUTHORITY: The parties hereby represent that
the individuals executing this agreement are expressly
authorized to do so on and in behalf of the: parties .
6 . 12 CONSTRUCTION: The parties agree that each has
had an opportunity to have their counsel review this
agreement and that any rule of construction to the
effect that ambiguities are to be resolved against the
drafting shall not apply in the interpretation of this
agreement or any amendments or exhibits thereto . The
captions of the sections are for convenience and
reference only, and reference only, and are not intended
to be construed to define or limit the provisions to
which they relate .
6 . 13 AMENDMENTS: Amendments to this agreement shall
be in writing and shall be made only with the mutual
written consent of all of the parties to this agreement .
Executed on at Atascadero, California .
Attest : CITY OF ATASCADERO
By
LEE RABOIN ROBERT P . NIMMO
City Clerk Mayor
Az,proved as to form: Contractor:
r
By:.
t ! rV
A=ER R. MONTANDON JACK 1P,. BRIDWELL`-
C_tv Attor^:ey li
Approved as to content :
�'-:�RK JOSEPH
Administrative Services Director
CONTRACT NO. 93011
EXHIBIT A
PROFESSIONAL SERVICES TO BE is
PERFORMED BY CONTRACTOR
Contractor agrees to complete the project consisting of
destroying noxious or dangerous weeds, or other flammable
materials found upon or in certain lots and lands in the City
of Atascadero, and the removal of tree branches, rubbish,
refuse and other waste materials as required by weed
abatement regulations .
-8-
z
CONTRACT NO. 93011
EXHIBIT B
CONSIDERATION FOR SERVICES
Bid No . 9303 was awarded to Jack R. Bridwell, as
follows :
Mowing large parcels (one acre or more) by tractor with
operator, shall be the rate of $28 . 00 per hour, $15 . 00
per half-hour, with the minimum time per job on any
parcel or lot to be one-half hour.
Hand work (Weed-eater) on small lots or lots not
accessible with a tractor, the cost shall be $15 . 00 per
hour, $10 . 00 per half-hour, with the minimum time per
job on any parcel or lot to be one-half hour .
Hauling of debris from parcels to the landfill, the cost
shall be $20 . 00 per hour, $10 . 00 per one-half hour .
Contractor shall provide evidence of insurance as per
City requirements .
Contractor shall provide a camera and all ,the black and
white film needed so as to take a picture of each lot he
cleans before and after work is completed. The film
shall be developed and submitted with the Contractor' s
bill for abatement work . Each picture shall be
identified by parcel, date work completed, and operator.
If the contractor cannot prove he did the work then he
is to absorb the cost .
Safety equipment to be provided as required by
A,:�ascadero City Fire Department . Each towing and/or
crew vehicle shall have installed on board one 2A 10BC
ire extinguisher and two round-point shovels . Each
tractor shall have installed on board one 2 1/2 gallon
a er extinguisher and one 2A 10BC fire extinguisher .
Contractor must obtain all licensing required to
practice in the City of Atacadero and State of
= ' i fornia .
City of Atascadero
Bid No. 93-03 Weed Abatement
NOTICE OF AWARD
Dated 5/25/93
To Jack R. Bridwell
Bidder
Address 11600 Viejo Camino
Atascadero, CA 93422
Contract for: Furnishing to the City of Atascadero all labor, materials,
equipment, transportation, services and supplies necessary to provide
weed abatement.
You are notified that you response, dated May 11. 1993, for the above
Contract has been considered. You are the apparent successful bidder
and have been awarded a contract for City of Atascadero weed
abatement per Bid No. 93-03. The Contract Price of your contract is
computed on an hourly basis as follows, Large parcel mowing $28.00
per hour, $15.00 per 1/2 hour• Hand work $15.00 per hour, $10.00
per 1/2 hour• and Hauling $20.00 hour, $10.00 per half-hour, payable
at end of contract.
You must deliver to the City two fully executive counterparts of the
Agreement including all the Contract Documents.
ATTEST: CITY OF ATASCADERO
LEE RABOIN, City Clerk ROBERT P. NIMMO, Mayor
BID SUMMARY
TO: Mike McCain, Fire Chief
FROM: Lee Price
City Clerk
BID NO.: RFP 93-3
OPENED : 05/11/93 2:00 p.m.
PROJECT: WEED ABATEMENT 1993
The following two bids were received and opened today. I am forwarding them to
you for your review and recommendation.
Contractor Large Parcel Hand Work Hauling
Jack R. Bridwell 28.00/hr. 15.00/hr. 20.00/hr.
11600 Viejo Camino 15.00/'12hr. 10.00/%hr. 10.00/%hr.
Atascadero, CA
Brett's Tractor Service 35.00/hr. 20.00/hr. 1 5.00/hr.(laborer)
605 Third Street 20.00/%2hr. 15.00/%hr. 30.00/hr.
Paso Robles, CA (truck&driver)
f-y
CITY OF ATASCADERO
Office of Purchasing Agent
6500 Palma Ave., Atascadero, CA 93422
INVITATION AND BID BID NO. 93-03
Sealed bids, subject to the conditions hereon, will be received at the office
of the City Clerk until 2 :00 o'clock, P.M., May 11, 1993, and then publicly
opened, for furnishing the following services at various locations within the
City of Atascadero:
WEED ABATEMENT
Bidder-Contractor:
Address: :/1/� /�i li7 /,'l ► r.w
1 nst rust 4 ons :
You may bid on any one or all of the following items. The contractor must
comply with the attached Legal Regulations and Responsibilities . The City
reserves the right to reject any or all bids and to waive any irregularity or
informality of any bids to the extent permitted by law. The Fire Chief, or
his authorized representative, may exercise the authority to reject any work
not considered satisfactorv.
This bid Includes both large parcels (tractor work) , small lots (hand work -
weed-eater) and debris removal (hauling) . The minimum time per job on any
oarcel or lot will be one-half hour. Please indicate tractor and mower size
and type. Recommended equipment for large parcels is two 4-wheel drive
tractors ; for small parcels (hand work) is a 4-man crew; a pick-up is
sufficient for most hauling.
Part 1: LarcTe parcel: Mowing (one acre or more)
Tactor with operator $ ,! ., oa per hr
S 51 a cT
per 1/2 hr
Part II: hard :cork: Weed-eater (small lots or lots not
accessible with tractor)
r. o
$ per hr
vo
$ L} . per 1/2 hr
part 17- 4aul4na: Removal of debris from parcels to the landfill.
$ Q_ per hour
� uc�
$ per 1/2 hr
�rl
J
WEED ABATEMENT BID - instructions Bid No . 93-03
Page 2 of 4
The Contractor upon being awarded the abatement contract, shall provide
evidence of insurance as per City requirements. He shall provide a camera and
all the black and white film needed so as to take a picture of each lot he
cleans before and after work is completed. The film shall be developed and
submitted with the Contractor's bill for abatement work. Each picture shall
be identified by parcel number, date work completed, and operator. If the
contractor cannot prove he did the work, then he is to absorb the cost.
Include in your bid the cost of the film and film developing for each parcel.
Safety equipment to be provided as required by Atascadero City Fire
Deoartment. Each towing and/or crew vehicle shall have installed on board one
2A IOBC fire extinguisher and two round-point shovels . Each tractor shall
have installed on board one 2 1/2 gallon water extinguisher and one 2A 1OBC
fire extinguisher.
Contractor must obtain all licensing required to practice in the City of
Atascadero and State of California.
Contractor shall be required to sign an agreement with the City of Atascadero.
The contract contains a wide variety of provisions including insurance
reouirements of the bidder. A sample contract is available at the Atascadero
CityFire Department, 6005 Lewis Avenue, Atascadero.
LEGAL REGULATIONS AND RESPONSIBILITIES TO THE PUBLIC
Contractor' s Insurance: The Contractor shall not commence work under this
contract until s/he shall have obtained all insurance 'required, and such
insurance shall have been approved by the City as to form, , amount, carrier nor
shall contractor allow any subcontractor to commence work in his subcontract
until similar insurance required of the subcontractor shall have so obtained
and approved.
(a) Worker' s Cppn ation and Other FmploV __-F,t- City and Contractor
intend and agree that Contractor is an independent contractor of City
and agrees that Contractor and Contractor's employees and agents has no
right to worker' s compensation and other employees benefits . If anv
worker insurance protection is desired, Contractor agrees to provide
worker' s compensation and other employee benefits, where required by
law, for Contractor ' s employees and agents. Contractor agrees to hold
harmless and indemnify City for any and all claims arising out of any
claim for injury, disability, or death of any of Contractor and
Contractor's employees or agents.
(b) 'iib' 'c " labii i v and 9rooerty Damage Insurances
:ontractor shall take out and maintain during the life of this contract
such public liability and property damage insurance as shall protect
City, its elective an appointive boards, officers, agents and employees,
and --ontoactor and any agents and employees performing work covered by
this contract from claims for damages for personal injury, including
death, as well as from claims for property damage which may arise from
Contractor' s or any subcontractor's operations under this contract,
whether such operations be by Contractor or by anyone directly or
'_ndi_ectly employed by Contractor, and the amounts of such insurance
shai_ be as follows:
J�
WEED ABATEMENT BID - Instructions Bid. No . 93-03
Page 3 of 4
(1) PMb is Liability rns gran .e.
In an amount not less than $1,000,000 for injuries,
including, but not limited to death, to any one person and,
subject to the same limit for each person, in an amount not
less than $500, 000 on account of any one occurrence;
(2) Prot)e,r / DdmdCP Tnsur3n
In an amount of not less than $500, 000 for damage to the
property of each person on account of anyone occurrence.
(3) Si]2rehensdye Automobile T,i abil i tv
Bodily injury liability coverage of $500, 000 for each person
in anv one accident and $1, 000, 000 for injuries sustained by
two or more persons in any one accident . Property damage
liabi'-ty of $500, 000 for each accident .
(4) Workp.-'s '",omg,Qnsatjon Insurance_
In the amounts required by law as set forth in section (a)
above.
(c) O-oof of i =u-;-_ --
Contractor shall furnish City, concurrently with the execution
hereof, with satisfactory proof of carriage of the insurance
required, and adequate legal assurance that each carrier will give
City at least thirty (30) days ' prior notice of the cancellation
of any policy during the effective period of this contract. The
certificate or policy of liability insurance shall name City as an
additional insured with the Contractor.
TO THE CITY 2URCHASING AGENT: Date: /
In compliance with the above invitation for bids, and subject to all the
conditions :hereof, the undersigned offers, and agrees, if this bid be
accepted within days from the date of opening, to furnish any or all of
The items upon which prices are quoted, at the price set opposite each item,
delivered at the point (s) as specified and, unless otherwise specified within
days after receipt of order.
Discount of % will be allowed for payment within 30 days from date of
delivery. 1
Bidder.-, J fl L`__ C w�Z L L-
j I (signature of aut?rori.zed person)
le
Address: f4 02
one: _
WEED ABATEMENT BID - Instructions Bid. No . 43-03
Page 4 of 4
IMPORTANT INSTRUCTIONS TO BIDDER: Bids must be sealed and
addressed to:
City of Atascadero, City Clerk, Bid No. 92-3
6500 Palma Avenue, Atascadero, CA 93422
(One copy of this bid to be retained by bidder)
CITY OF ATASCADERO
Office of Purchasing Agent
6500 Palma Ave. , Atascadero, CA 93422
INVITATION AND BID BID NO. 93-03
Sealed bids, subject to the conditions hereon, will be received at the office
of` the City Clerk until 2:00 o'clock, P.M. , May 11, 1993, and then publicly
opened, for furnishing the following services at various locations within the
Citv of Atascadero:
WEED ABATEMENT _
Bidder-Contractor:
�" i C.
Address:
rust-„ .mors:
You may bid on any one or all of the following items. The contractor must
comply with the attached Legal Regulations and Responsibilities. The City
reserves the right to reject any or all bids and to waive any irregularity or
informality of any bids to the extent permitted by law. The Fire Chief, or
his authorized representative, may exercise the authority to reject any work
not considered satisfactory.
This bid includes both large parcels (tractor work) , small lots (hand work -
weed-eater) and debris removal (hauling) . The minimum time per job on any
parcel or lot will be one-half hour. Please indicate tractor and mower size
and tvpe. Recommended equipment for large parcels is two 4-wheel drive
tractors; for small parcels (hand work) is a 4-man crew; a pick-up is
sufficient for most hauling.
Part I: Lanae Parcel: Mowing (one acre or more)
v�
Tractor with operator $ per hr
a
$ L- `J per 1/2 hr
Part _I: ?andwork: Weed-eater (small lots or lots not
accessible with tractor)
�c
$ Z per hr
_�J
$ J per 1/2 hr
Part :__ . Haul'-na: Removal of debris from parcels to the landfill.
per hour
11 $ per 1/2 hr J
WEED ABATEMENT BID - Instructions
Bid No. 43-03
Page 2 of 4
The Contractor upon being awarded the abatement contract, shall provide
ements. He shall provide
evidence of insurance as per City requiride a camera and
all the black and white film needed so as to take a picture of each lot he
cleans before and after work is completed. The film shall be developed and
ll
submitted with the Contractor's bill for abatement work. Each pictureoeif: the
be identified by parcel number, date work completed, and op_
contractor cannot prove he did the work, then he is to absorb
thearcelt
Include in your bid the cost of the film and film developingfor each p
Safety equipment to be provided as required by Atascadero City Fire
Department . Each towing and/or crew vehicle shall have installed on board one
2A 10BC fire extinguisher and twolion pointwateshovels .extinguisher and tracto2As all
have installed on board one 2 1/2 g
f;re extinguisher.
Contractor must obtain all licensing required to practice in the City of
Atascadero and State of California.
Contractor shall be required to sign an agreement with the City of Atascadero.
The contract contains a wide variety of
provisions including insurance
requirements of the bidder. A sample contract is available at the Atascadero
City_ Fire Department, 6005 Lewis Avenue, Atascadero.
LEGAL REGULATIONS AND RESPONSIBILITIES TO THE PUBLIC
c',�nt�ac pr' s 'nsur:�nce: The Contractor shall not commence work under this
contract until s/he shall have obtained all insurance required, and such
insurance shall have been approved by the City as to form, amount, carrier nor
shall contractor allow any subcontractor to commence work in his subcontract
until similar insurance required of the subcontractor shall have so obtained
and approved.
nr\e S C7Tri� Ssir o[1 iii
^np1 ovPA enef rte: City and Contractor
(a) W
intand and agree that Contractor is an independent contractor of City
nd agents no
and agrees that Contractor and Contractor's employees a
em has
an
employee benefits. y
ria1't to worker's compensation and other
worker insurance protection is desired, Contractor agrees touirevide
d by
worker ' s compensation and other employee benefits, where r q
law, for Contractor's employees and agents. Contractor agrees to hold
harness and indemnify City for anv and all claims arising out of any
claim for injury, disability, or death of any of Contractor and
Contractor' s employees or agents.
(b) �s T ldb. 1 Yv 3n Orppe*�ty Dam-- TnsUra
intain during the life of this contract
Cont-actor shall take out and ma
such public liability and property damage in
as shall protect
its elective an appointive boards, officers, agents and employees,
and Contractor and anv agents and employees performing work covered by
injuryincluding
zontract from claims for damages for personal ,
death, as well as from claims for property damage which may arise from
Contractor ' s or any subcontractor' s operations under this contract,
whe:_her such operations be by Contractor or by anyone directly or
indirectly emploved by Contractor, and the amounts of such insurance
• sha'l'l be as follows:
n,
\i
Bid. No. 93-03
WEED ABATEMENT
BID - Instructions 16
Page 3 of 4 J.
injuries,
(1) o one Person and,
In an amount not less than 51,000,000 fOra
death, t° not
but not limited to ;n an amount
includingl person,
subject_ to the same limit for each pone occurrence:
less than $500,000 on account of any
(21 Y
ry P ! 000 for damage to the
amount of not less than 550
In an an one occurrence.
property of each person on account of Y
` ivP Aurnmob 'P J each person
(3) liability coverage or $500,000 forby
Bodily injury for injuries sustained damage
in any
one accident and an�y0one0accident . Property damage
two or more persons each accident -
(4)
of 5500, 000 for
(4) rr required by law as set forth in section (a)
In the amounts req
above.
concurrently with the execution
(c) a concu_�
wish City, the insurance
Contractor shall Lur. roof of carriage °t I r will give
hereof, with satisfactory P the cancellation
and adequate legal assurance that each carrier
required, days' pr4or notice of The
City at Least thirty (30) effective ve period of this contract. an
of any po licv during
thecertificate or policy of Liability insurance shall name City
as ed with the contractor.
additional insur
Date:
mp THE CITY PURCHASING AGENT: subject to all the
y for bids, and bid be
agrees, if this
In compi., ance with the above invitation or all of
- the undersigned offers, and to Burnish any
condit-ons thereof, From the date of opening,
,v days at the price set opposite each item,
accepted within uoted, otherwise specified within
the items upon which oriceasaspe fled and, unless othe_
delivered at the point (,)
_ days after receipt of order. s from date of
+;i % will be allowed for payment within 30 day
Discount °L
deliverv.
Bidder. V ��
3v*.
(signature of auth ized person)
t ."�--
T;t
Addcess
?hone: •
WEED ABATEMENT BID Instructions Bid. No. 93-03
Page 4 of 4
IMPORTANT INSTRUCTIONS TO BIDDER: Bids must be sealed and
addressed to:
City of Atascadero, City Clerk, Bid No. 92-3
6500 Palma Avenue, Atascadero, CA 93422
(One copy of this bid to be retained by bidder)
V
REPORT TO CITY COUNCIL Meeting Date 5-25-93
CITY OF ATASCADERO Agenda Item: -64' 7
Through: Ray Windsor, City Manager
Via: Henry Engen, Director of Community Development
From: Valerie Humphrey, Engineering Division
SUBJECT:
Purchase of new phone system for Dial-A-Ride Office.
RECOMMENDATION:
Staff recommends that Council authorize purchase of new phone system from
The Phone Center, Paso Robles.
BACKGROUND:
Requests were sent to five local phone dealers requesting prices for a new
phone system for the Dial-A-Ride office. Three dealers responded and their quotations
are as follows:
Mid State Sound - Grover Beach $2980.62
The Phone Center - Paso Robles 3298.01
ProTel Services - Paso Robles 4630.97
The companies with the two lowest quotations were asked to make a
presentation to Nancy Koprowicz, Location Supervisor for Dial-A-Ride. Although both
agreed, Mid State Sound missed the appointment and has not responded to phone
calls.
DISCUSSION:
The phone system currently used in the Dial-A-Ride office has been in place
since 1980 and consists of two desk sets used by the location supervisor and one
dispatcher. This is a five line system which utilizes a mechanical hold as the only
feature.
ti;
The proposed system will provide new equipment with the capability to
automatically answer incoming calls and to place calls on hold after a recorded
"greeting" if the dispatcher is already on a call. This system also allows the
supervisor to assist the dispatcher at busy times and allows for a second dispatcher
if needed.
OPTIONS:
1) Authorize purchase of phone system from The Phone Center
2) Request staff pursue contact with Mid State Sound
3) Do not purchase phone system at this time
FISCAL IMPACT:
Funds in the amount of $5,000 have been budgeted in the Dial-A-Ride 1992/93
budget for this purpose. It was anticipated at that time that a much more elaborate
phone system would be purchased. It was later decided that it would be more
prudent to purchase a good basic system with the capabilities of adding options as
needs and funds allow.
Attachment:
Request for Quotation
(rnrr lir Pl�
r
CITY OF ATASCADERO
i9is r r;C ,' � itiie i
REQUEST FOR QUOTATION
THIS IS NOT AN ORDER
The City of Atascadero desires to obtain quotations on a
telephone system to be used by the Dial-A-Ride 'Transit Service
office.
All quotations submitted shall provide all equipment,
software, materials, installation, programming, personnel training,
one year warranty on installation and equipment, and applicable
sales tax.
Minimum Requirements:
* Centrex compatible
* Wired to expand to a minimum of 8 lines/16 stations
* Equipped to immediately accommodate 4 lines/6 stations
* Three 12 Button Display (LCD) Speakerphones
* Direct Extension Dialing. A minimum of 20 seconds recording
time that we can use to provide a greeting for incoming
callers to hear if we are busy with other callers. The system
will automatically place them on "hold" for retrieval
manually, after hearing the greeting. For example, if our
representatives are busy with other callers, an incoming
caller may hear:
"Thank you 46r calling Atascadero Dial-A-Ride. All of our
representatives are currently busy. Please stay on the line
we will be right with you. Thank you for your patience" The
system should then automatically place the caller on hold for
manual retrieval.
At a later date should we want to give the caller an option of
requesting service or just getting additional information
about services, schedules, etc. , this feature should allow
them to make an appropriate selection via their touch tone
telephone.
DEPARTMENT OF PUBLIC WORKS • 6500 PALMA AVENUE • ATASCADERO, CA 93422
1: 805461-5020 Na,tctnito 7iratmoit: 461-5077 City FAX: 461-0606
As an example, maybe we would provide a greeting such as:
"Thank you for calling Atascadero Dial-A-Ride. To be
scheduled for service press 1 now. For information regarding
our services press 2 now. Or just wait and the next available
representative will be with you as soon as possible. "
If one of our representatives is available, he/she could
answer immediately.
The general public could be able to dial in after hours, hear
a greeting, dial for more information or even leave messages
for the next business day.
* Enhanced tip and ring. The ability to fully integrate any
type of single line device such as an answering machine, fax
machine, modem, single line set. It must integrate meaning if
any of these listed devices are in use, the system phones will
indicate lines in use for these devices.
* Programmable Delay Ring & Hunt Group. An incoming caller will
ring at the first available representative. If the
representative is busy, the caller will automatically ring at
a secondary representative's station. After a pre-programmed
number of rings, the system will automatically send them to a
simple greeting as previously mentioned and place the caller
on hold.
Proposals must be received by 5: 00 p.m. May 7, 1993 , postmarks
will not be accepted. All proposals shall be delivered or mailed
to the address below:
City of Atascadero
Department of Public Works
Attention: Valerie Humphrey
6500 Palma Avenue
Atascadero, CA 93422
If there are any questions regarding the system described
above, please contact the Department of Public Works at (805) 461-
5020.
Sincerely,
VALERIE HUMPHREY
Department of Public Works
4-20-93
. REPORT TO CITY COUNCIL Agenda Iteml:
CITY OF ATASCADERO
Through: Ray Windsor, City Manager Meeting Date: 5/25/93
From: Mark Joseph, Administrative Services Directo! -
SUBJECT: Awarding a Three Year Contract to Moss, Levy &
Hartzheim to Perform Atascadero' s Financial Audits.
RECOMMENDATION:
( 1) Award a three year contract with the accounting firm of
Moss, Levy & Hartzheim to perform the City' s annual
financial audit, for an annual fee not to exceed $8810. 00.
(2 ) Adopt Resolution 36-93, authorizing the City Manager to
prepare and execute a contract with Moss, Levy, and
Hartzheim.
BACKGROUND:
For the last five years, the City has used the accounting
firm of Glenn, Burdette, Phillips and Bryson to perform our
annual financial audits. With their contract expiring, staff
solicited RFP' s for a three year period (for fiscal years 1992-93
through FY 94-95) , with a two-year extension option. Four
proposals were received.
The City Clerk' s summary and the RFP itself is attached, as
well as the Moss, Levy & Hartzheim proposal. The other three
proposals are on file in the City Clerk' s Office.
ANALYSIS•
The table below presents the price comparison for the four
firms for the three years of the contract (The inflation rate is
assumed at three percent) .
FY 92-93 FY 93-94 FY 94-95 TOTAL
Moss 8, 810 8, 810 8,810 26,430
Reynoso* 12, 675 13, 055 13,447 39, 177
W & W 13, 000 13,500 14, 00,0 40,500
GBP&B* 14, 000 14,420 14, 853 43,273
*Second and third year rate adjusted for inflation.
•
�r Yf
Clearly, Moss, Levy and Hartzheim is the lowest proposal.
In addition, their fee includes preparation of the annual State
Controller Reports. This service would cost extra if any of the
other proposals were accepted.
In checking with other cities that have used Moss, Levy and
Hartzheim, no serious concerns were noted. As an historical
note, the City actually used this firm for its first eight annual
audits.
With Council ' s approval, a standard contract will be
prepared and executed, consistent with the proposal attached.
The firm has agreed to a two-year extension, at the City' s
request. The fee would be based upon the Consumer Price Index,
not to exceed five percent.
FISCAL IMPACT
The City will save roughly $4, 000 per year over our current
agreement. In addition, substantial staff time will be saved
since the Annual Controller' s Report will be prepared by the
Audit firm, at no extra costs to the City.
a:Res36-93
#3A
RESOLUTION NO. 36-93
A RESOLUTION OF THE CITY COUNCIL
OF THE CITY OF ATASCADERO, CALIFORNIA
AUTHORIZING THE EXECUTION OF AN AGREEMENT WITH
MOSS, LEVY & HARTZHEIM
TO
PERFORM THE CITY'S ANNUAL FINANCIAL AUDITS
The City Council of the City of Atascadero, California,
hereby resolves as follows:
1. The City Manager is hereby authorized to execute an
agreement with: Moss, Levy & Hartzheim to perform
annual Financial Audits for the fiscal years ending
June 30, 1993, 1994 and 1995, and all other agreements
or documents required to effectuate the terms of
agreement.
2. The City Manager is hereby authorized to make minor
corrections or modifications of a mathematical or
clerical nature.
3. The Finance Director is hereby authorized to:
appropriate funds, if necessary; release and expend
funds; and issue warrants to comply with the terms of
this agreement.
PASSED AND ADOPTED at a regular meeting of the City Council
of the City of Atascadero held on the day of May, 1993.
CITY OF ATASCADERO, CALIFORNIA
By:
Robert P. Nmmo, Mayor
ATTEST:
Lee Price, City Clerk
BID SUMMARY
TO: Mark Joseph, Administrative Services Director
FROM: Lee Pricq L, --"
City Clerk /
BID NO.: RFP 93-4
OPENED : 04/27/93 2:00 p.m.
PROJECT: AUDITING SERVICES
Formal Requests for Proposals were received and opened from the following four
accounting firms:
Carlos J. Reynoso
554 Spring Street
Paso Robles, CA 93446
Moss, Levy & Hartzheim
802 East Main Street
Santa Maria, CA 93454
Willis & Walsh
5959 Greenback Lane, Suite 430
Citrus Heights, CA 95621
Glenn, Burdette, Phillips & Bryson
1150 Palm Street
San Luis Obispo, CA 93401
1 am forwarding the RFP's to you for your in-depth review and ultimate
recommendation to the City Council.
City of
Atascadero
RFP#93-4
Auditing Services
The City of Atascadero is seeking proposals f,:or a mult -f -year
contract for auditing purposes , commencing with the fiscal year
ending June 30 , 1993 . Proposers are required to be speciali _ed in
governmental accounting and auditing . - Audits are to be conducted
n accordance with generally accepted auditing standards .
The City runs on a fiscal: year basis , and is seeking a three year
contract with a two-year extension option .
The Cir. y invites you to submit a proposal based on the scope of
the work described below .
Scope of Work
*Conduct financial and compliance audits , and audits
Pursuant to the .Single Audit act when required , in
conformance with "Generally Accepted Government Auditing
Standards (GAGAS ; .
*Provide audit reports conforming with "Yellow gook"
s+' ar��dards
vc l�r'v�i . .-a addit -, oral ancI nary services as requ' red by state
and �ederal government accounting requests . ( e . g . , Annual
Sta- a Contro ' 1er Reports , Annual audit of Preposition 4
a u ons . �
sus_, s- the Ci - y in submitting its Comprehensive Annua'
= r_: a Report , "AFR ) to the Governmentinance Officars
Asscclaticn ( Gr-CA ) for the purpose of earning: the GFOA ' s
Cep - - irate of _xce . lance" award .
`Orov ' ae correspondence affiliated with `inanc-; ai reporting
or s- atements , as needed . ( i . a . , "Underwriters ' letters" ) .
<pry�" de special purpose reports as required or requested .
,Make at least one annual presentation to the full Council
to . scuss audit results .
-0.0Csa
` ,ce n de.." .a he staps you will. take '.cCOm(,) Ss l the
Jce `` We,"k descr i bed abov>' .
` 2 es` ma hFe amo,jr :* me r, e•".
o
d
City of Atascadero
_ s
RFP#9C-1
Auditing Services
* Include the annual fee to be charged for Scope of Work
described acove .
*Specify which services will be included in the annual fee
and which services will be considered as an
additional /optional project .
* Include hourly fee for additional projects .
*Provide your firm' s qualifications for this project ,
including a brief resume of the primary Participating
employees .
Ccr' ractual Agreement
Applicant must octan all licensing required to practice ir.
the ., ty of Atascadero and State of California.
The succassrul bidder shall be required to sign an agreement
with 'he City of Atascadero . The contract contains a wide
varve- y Cf provisions including insurance requirements OT
ne badder , A sample contract is available in Room 203 of
the �it ,� of Atascadero Administration Building located at
,500 r.a,ma Avenue .
Av: "d
-he a,vard _-f this :ontract shall be judged on the nature and
amour- of relevant experience of 'he contracting body ,
avai '_D e reSOUr'CeS , eXper enCe and level of commitment to
the engagement of specific audit personnel to be assigned ,
audi ' cr ' s program for meeting City ' s needs , and references
` ; :m o7liers with experience with the proposed bidder .
`he Acministrative services Director will notify proposers
- hir- y days of RFP results .
Submit' al Deadline
o,-opesals scall be submitted in duplicate , by Z : )O p . m. ,
aesC apr , ?%th 993 . They must be Signed n ink dy an
?uthC� _ted represent3iive . aroposer ' s name and ' tie must
be -n'-?r, or typed af _ er Signature .
r �
City of Atascadero
RFP#93-4
auditing Services
All proposals are to ba addressed to :
City of Atascadero
Ci * y Clerk , RFP#93-4
65(D0 Palma Avenue
Atascadero , CA 93422
Proposals may be 'rand delivered or mailed . FAXED proposals will
not be accepted .
:Proposals received after 2 : 00 p .m. , Tuesday , April 27th , 1993 will
not be accepted and shall be returned , unopened , to sender .
Any questions regarding this proposal may be directed to Mark
Joseph , Adm- n . s- ra-_ . ve Services Director , at ( 805 )461 -5014 .
s
gC � [ 9w9
APR ? 1993
CITY OF ATASCAOERO '
CITY CLERK'S-OFFICE
CITY OF ATASCADERO
AUDIT PROPOSAL FOR FISCAL YEARS
1992-93, 1993-94, 1994-95
Submitted By:
Moss, Levy & Hartzheim
802 East Main Street
Santa Maria, CA 93454
(805) 925-2579
Submitted On:
April 21, 1993
Contact Person:
Ron Levy, C.P.A.
MOSS, LEVY & HARTZHEIM_
CERTIFIED PUBLIC ACCOUNTANTS
A PARTNERSHIP OF PROFESSIONAL CORPORATIONS
CITY OF ATASCADERO
AUDIT PROPOSAL FOR FISCAL YEARS
1992-93, 1993-94, 1994-95
1
•
I
1
Submitted Bv:
Moss, Levi- & Hartzheim
802 East ?Iain Street
Santa Maria, CA 93454
(805) 925-2579
Submitted On:
April 21 , 1993
Contact Person:
1 Ron Leve . C.P.A.
MOSS, LEVY & HARTZHEIM
CERTIFIED PUBLIC ACCOUNTANTS
CITY OF ATASCADERO
AUDIT PROPOSAL
TABLE OF CONTENTS
Letter of Transmittal . . . . . . . . . . . . . . . . . 1
Profile of the Audit Firm . . . . • • • • • • • • • • . • • • • 3
Mandatory Criteria . . . . . . . . . . . . . . . . . . . . . . . . S
Audit Staffing and Qualifications . . . . 5
AuditScope . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6
Compensation . . . . . . . . . . . . . . . . . . . . . . . . . . . 7
Appendix: tal Audits 0
Current and/or Recently -Completed Governmen
Curr10
References .
l
A. Letter of Transmittal
• 1 . It is our understanding that the work to be performed would include:
A. Customary testing of accounting records
B. Audit procedures as to:
(1) Cash
(2) Receivables
(3) Inventories
(4) Fixed assets
(5) Payables
(6) Fund balances
(7) Revenues
(8) Expenditures
(9) Encumbrances
(10) Payroll
(11) Other accounts
C. Comprehensive review and evaluation of the system of internal
control as to:
(1) Adequacy of systems as structured
(2) Compliance with systems as actually implemented
D. An extensive analysis including, but not limited to:
I� (1) Flow charting
(2) Table of organization review
(3) Division of duties
(4) Further refinement of internal control evaluation
E. Budgetary comparisons with actual expenditures would be scrutinized.
F. Illustrations of procedures to be employed are:
(1) Statistical sampling
(2) Confirmations by positive and negative circularizations
(3) Physical verifications and observations
(4) Analysis and review of evidential material
(5) Interviews and investigative efforts
(6) Electronic data processing testing for computer and
software reliability
(7) Internal control review
(8) Numerous other procedures
1 G. Preparation of management letter including:
(1) :findings
(2) 01bservations
(3) Opinions
s
r
A. Letter of Transmittal (Continued)
(4) Recommendations as to:
a. Systems of internal control
b. Accounting systems
C. Compliance with laws and regulations
d. Division of duties
e. Data. processing
f. Paper flow
H. The approximate target dates for the audit would be:
(1) Inception date - June 17, 1993
(2) Pre-audit conference date - week of June 17, 1993
if convenient for City staff
(3) Post-audit conference date - week of September 11, 1993
(4) Concluding date - October 9, 1993
I I. The percentage of the audit work we expect to accomplish in each of the
months shown below:
Month
of Work to be Done
June 20
July 10
August 30
September 30
1 October 10
100%
J. Authorized Representatives:
(1) Ron Levy, C.P.A.
Partner, Santa Maria Office
802 East Main Street
Santa Maria, CA 93454
(805) 925-2579
(2) Rachelle Rickard,-C.P.A.
Santa Maria Office
802 East Main Street
Santa Maria, CA 93454
(805) 925-2579
I
B. Profile of Audit Firm
1 . Introduction
After 41 years in public accounting, it is extremely gratifying to witness
the continued growth of the firm from a one-person operation, to a medium-sized
public accounting firm with offices in two cities and clients throughout the
State of California as well as numerous other states.
The entire staff and I are pleased with not only the continuing development
of the firm but also the progress and economic health of our clients. We strive
to constantly improve the quality of our professional services and the degree of
dedication with which we render those services to our clients.
We feel that our size is such that we are large enough to provide a broad
spectrum of services and experience backed by an in-house training program,
professional development courses and an extensive professional library, yet not
so large as to become impersonal and rigid.
2. Size of Firm
A. There are 23 people employed by our firm consisting of 9 professionals
and 14 non-professionals. Audit staff consists of 5 professionals and
4 non-professionals in the local audit office.
B. The firm's gross annual earnings is between 1 and 2 million dollars.
3. Location of Offices
A. Santa Maria, California
B. Beverly Hills, California
4. Local Office
Santa Maria, California
5. Range of Activities Performed by Local Office
Audits
Governmental
Non-Profit
Commercial
Accounting Services
Reviews
Compilations
Management Advisory Services
Data Processing Services
Business Consultation
Pension and Profit Sharing
?I,-.ns Assistance
Accuisitions and Mergers
0
1
-3-
0 '
r
5. Range of Activities Performed by Local Office (Continued)
Income Tax Services
Preparation
Planning
Tax Audits and Negotiations
with Internal Revenue Service
and other taxing authorities
Business Management Service
Entertainment Industry
Inplant Feeding
Restaurant Industry
Attorney Assistance
Marital Dissolutions
Sale of Business Interests
6. Types of Services Offered
A. As an additional audit tool and management advisory service, we have
analyzed and compared per A.D.A. costs and expenses by programs in
total for each of our school districts.
B. Our firm has worked on efficient reinvestment of time deposits. We
have instituted a bid system for time deposits so that the bank quoting
the highest interest rate receives the deposits.
C. A revolving payroll account has been adopted by some of our municipal
( clients at our suggestion.
1
D. Inventory control systems have been set up.
E. A representative of the firm has been present when insurance programs
111 have been presented in order to assist in obtaining the best coverage
for the lowest cash outlay.
F. We have always made it a practice to be available for consultation,
management services and advice.
G. One of our Certified Public Accountants recently worked with a city at
a day-long presentation to assist the city in becoming self-insured for
workers' compensation purposes.
H. We have been asked by a number of our clients to attend meetings and
recommend our choice of Business Manager, Chief Accountant and other
top management staff.
I. We consult with cities, counties and districts regarding budgets, tax
assessments, internal control, insurance coverage, record retention,
purchase pooling and, in fact, any area requiring assistance.
J. Additional revenue was produced by analyzing and performing spot audits
o - bed tax returns and collections.
l
C. Mandatory Criteria
Moss , Levy & Hartzheim is a properly licensed certified public accounting
firm in the State of California. Moss, Levy & Hartzheim meets the independence
standards of the GAO Standards for Audit of Governmental Organizations,
Programs, Activities, and Functions.
D'. Audit Staffing and Qualifications
1. Audit Staffing
A. Ron Levy, C.P.A.
(1) Partner in charge of local office
(2) CPA with 17 years of audit experience with the firm's clients
(3) Has taught accounting courses at a branch of LaVerne College
and Chapman College
(4) Member of California Association of School Business Officials
B. Craig Hartzheim, C.P.A.
(1) CPA with 7 years of audit experience
(2) Performed audits on governmental and commercial entities
C. Rachelle Rickard, C.P.A.
(1) CPA with 6 years of audit experience
1 � (2) Performed audits on governmental and commercial entities
i
D. Margery Avila
(1) Junior accountant with 3 years of audit experience
(2) Assisted on governmental audits
2. Experience of partners, managers and key staff members:
A. Certified Public Accountants and audit staff are fully conversant with
governmental accounting.
B. In order for Certified Public Accountants to retain 'their license to
practice it is required that forty hours of continuing education,
approved by the American Institute of Certified Public Accountants, be
taken each year.
C. Certified Public Accountants received over twenty-four hours of
continuing education in governmental accounting over the last two years.
t D. In addition, our Certified Public Accountants, auditors and managers
ji
regularly attend professional development courses relative to all
aspects of governmental accounting. Our library is always available,
and management and staff are encouraged to utilize its facilities.
l
s
2. Experience of Partners, Managers and Key Staff Members (Continued)
E. We have at our disposal an extensive library of various governmental
accounting texts and publications. We make it standard practice to
is
order publications from our various tax services dealing with
governmental accounting, single audit act, federal programs and all
other related data.
F. Robert M. Moss is a member of the California Society of Municipal
Finance Officers.
G. Ron Levy is a member of the California Association of School Business
Officials.
H. Our firm has received a positive quality review (unqualified opinion)
from the American Institute of Certified Public Accountants for the
fiscal year ending September 30, 1990.
I. Our firm has never been the object of disciplinary action from any
governing body.
3. Level of expertise in dealing with full financial disclosures:
A. Every governmental audit and the numerous private industry audits we
perform require full financial disclosure in accordance with F.A.S.B. ,
G.A.S.B. , A.I.C.P.A. and A.P.B. pronouncements.
4. Additional qualifications:
A. Ability to assist and implement operating systems, procedures and
controls.
B. Availability on a day-to-day basis for consultation and auditing needs
during the year.
I
j C. Data processing auditing:
The majority of the cities and counties for which we perform audits
have their accounting records on computers, and our management and staff
1 are very much at ease in working with computer print-outs.
D. Municipal clients which have received the GFOA Certificate of
Achievement:
City of Lompoc City of Santa Maria
E. Audit Scope
1 . The main thrust of our work would be what is required to enable
us to express an opinion of the financial statements in accordance
with:
lA. AICPA Industry Audit Guide for State and Local Governmental Units
B. AICPA Audit Standards
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lS. Audit Scope (Continued)
C. National Committee on Governmental Accounting, Auditing and
Financial Reporting (Amended) publication
D. Laws of the State of California
E. Requirements of OMB Circular A-128
F. GAO Standard for Audit of Governmental Organizations, Activities
and Functions, the Guidelines for Financial and Compliance Audits
of Federally Assisted Programs
G. Our firm's own additional standards and procedures
2. The audit will be made in accordance with generally accepted auditing
standards.
3. The primary purpose of the audit is to express an opinion on the financial
statements, and such an audit is subject to the inherent, risk that errors or
irregularities may not be detected. If conditions are discovered which lead
to the belief that material errors, defalcations, or other irregularities
may exist, or if any other circumstances are encountered that require
extended services, we will promptly advise the City.
4. No extended services will be performed unless they are authorized in the
contractual agreement, or in an amendment to the agreement.
5. The compliance audit will be made in accordance with generally accepted
auditing standards and the GAO Standards for Audit of Governmental
Organizations, Programs, Activities, and Functions, and the GAO Guidelines
for Financial and Compliance Audits of Federally Assisted Programs.
F. Compensation
1. Fee not to exceed $8,810 for each of the fiscal years 1992-1993, 1993-1994,
1994-1995.
2. The above fee includes preparation of the City's State Controller Report and
review of the City's Proposition 4 calculation.
i 3. All out-of-pocket expenses are included in the fee. No costs passed on to
the Citi-.
4. Rates for audit services per hour:
A. Principal $80
B. Manager in charge $60
C. Staff Accountant $32
D. Clerical $16
Respectfully submitted,
MOSS, LEVY & HARTZHEIM
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Rop Levy, C/ZP.A.
Levi- & llartzheim is an equal opportunity employer
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PARTIAL LIST OF CLIENTS
GOVERNMENTAL
Current and/or Recently Completed Governmental Audits
Cities Fire Districts
Arroyo Grande, CA Cayucos, CA
Gonzales, CA San Miguel, CA
Grover City, CA
Holtville, CA Recreation Districts
King, CA Arroyo Grande, CA
Lawndale, CA Conejo, CA
Lompoc, CA Cuyama, CA
Pismo Beach, CA
Paso Robles, CA Transient Occupancy Tax
Santa Maria, CA Represented the following
Santa Paula, CA cities in the audit of
Soledad, CA hotel "bed tax" records:
Arroyo Grande, CA
Community Service Districts Pismo Beach, CA
California Valley CSD, CA
Cuyama CSD, CA Block Grants
Los Alamos CSD, CA Gonzales
Mission Hills CSD, CA Lawndale
4 Vandenberg Village, CA Lompoc
Paso Robles
Cemetery Districts Santa Maria
Arroyo Grande, CA Santa Paula
Atascadero, CA
San Miguel, CA Grants and Aid Programs
iShandon, CA Allan Hancock Community
J College Student
Airport District Financial Aid Programs
Santa Maria Public Airport
District, Santa Maria, CA
Transportation Development Act
Financial Audits
Arroyo Grande
Grover City
Paso Robles
Pismo Beach
Southern County Area Transit
South County/San Luis
Obispo Transit
San Luis Obispo County and
Cities Area Planning Council
Local Transportation Fund
State Transit Assistance Fund
Redevelopment Agencies
King Citi• Pismo Beach Santa Paula
Lompoc Santa Maria Soledad
Paso Robles Hol.tville
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PAR'T'IAL, LIST OF CLIENTS
GOVERNMENTAL
Current and/or Recently Completed Governmental Audits
School Districts
Allan Hancock Joint Community College District
Ballard School District
Blochman Union School District
Buellton Union School District
Cambria Unified School District
Casmalia School District
Cayucos Elementary School District
Coast Joint Union High School District
Cold Spring School District
Cuyama Joint Unified School District
Goleta Union School District
Hope School District
Montecito Union School District
Orcutt Union School District
Pleasant Valley Joint Union Elementary School District
San Miguel Joint Union School District
Santa Maria Joint Union High School District
Santa Maria-Bonita School District
Santa Ynez High School District
Shandon Unified School District
Other School Entities
Special Education Local Plan Area
Santa Ynez High School District Educational Facilities Corp.
Santa Maria-Bonita Educational Facilities Corp.
Transportation Systems and Funds
S.M.O.O.T.H. (Senior Citizens) - Santa Maria, CA
Meals on Wheels - Lompoc, CA
Sanitation Districts
C vucos
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References
1. Conejo Recreation and Park District
David Jorgensen
155 E. Wilbur, Thousand Oaks, CA 91360
(805) 495-6471
2. City of Santa Maria
Michael Cox
110 E. Cook, Santa Maria, CA 93454
(805) 925-0951
3. City of Santa Paula
Cynthia Kretzler
970 Ventura, Santa Paula, CA 93061
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(805) 525-4478
4. City of Pismo Beach
Margaret Vicars
P.O. Box 3, Pismo Beach, CA 93449
(805) 773-4655
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APR 2 1993
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M S A .CORROCE 1Y K'S OFFI
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CARLOS J. REYNOSO
CERTIFIED PUBLIC ACCOUNTANT
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i CITY OF ATASCADERO
REQUEST FOR PROPOSAL
FOR AUDITING SERVICES
1FOR THE YEARS ENDED
1 JUNE 30, 1993,1994, AND 1995
1 RFP 93-4
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CITY OF ATASCADERO
REQUEST FOR PROPOSAL FOR AUDITING SERVICES
FOR THE YEARS ENDED JUNE 30, 1993, 1994, AND 1995
TABLE OF CONTENTS
Page
Technical Description of Proposed Work l
Introduction l
Audit Approach 1
Financial Audit 2
Experience and Support 3
Quality Control System 3
Continuing Education 3
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Other Qualifications 4
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Resume 5
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Cost proposal 6
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Ancillary Services 6
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C arlw,' RCN Iloso
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TECHNICAL DESCRIPTION OF PROPOSED WORK
INTRODUCTION
I am proposing to audit the combined financial statements of the City of Atascadero, for the
years ended June 30, 1993, 1994, and 1995. My audits will be made in accordance with
generally accepted auditing standards; the provisions of Standards for Audit of
Governmental Organizations, Programs Activities and Functions, promulgated by the U.S.
Comptroller General, as they pertain to financial and compliance audits; the Single Audit
Act of 1984 (Pub. L. No. 98-502); the provisions of the Office of Management and Budget's
Compliance Supplement for Single Audits of Grants to State and Local Governments (the
Compliance Supplement), and accordingly, include such tests of the accounting records and .
such other auditing procedures as I consider necessary in the circumstances. In addition to
this, I will be available to respond to your staff's telephone inquiries that may be raised from
time to time. I will also submit specific recommendations designed to strencythen internal
controls and to improve the efficiency of accounting and compliance procedures. As part
of this engagement I would prepare the following reports and financial statements:
Annual Financial Report
A-128 Sin�ole Audit Report
I am currently a sole practitioner and established my firm on July 1, 1991. I have been
performing financial and compliance governmental audits for over 14 years, Single Audits
for the past 7 years and TDA Audits for the past 11 years. Below, in the section entitled
"Experience and Support", you will find a listing of previous experience in auditing
governmental entities, performing TDA audits and single audits.
Audit Approach
My audits of the combined financial statements of the City of Atascadero will be performed
using an audit approach which should provide for the most effective and efficient use of my
resources.
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During ►ny interim testing procedures, I will review the basic accounting systems of the
City, including purchasing/cash disbursements, personnel/payroll and revenue/cash
receipts. In addition, I will determine how funds received from Federal grantor agencies
if any, flow through these systems and any other grant systems that feed into the overall
City system. Based on the controls present within the respective system and my
preliminary evaluation of such controls, a determination will be made as to the extent of
compliance testing procedures to be performed. The City's budgeting, accounting and
reporting system will also be reviewed for compliance with the legally adopted budget
and amendments.
I will also perform substantive tests of account balances at year end in order to audit the
combined financial statements and we will also perform other tests as deemed necessary.
I shall have an exit conference with the City Manager and accounting staff as soon as the
reports are drafted. I would be available for a formal presentation to the City Council
at your request.
Financial Audit
i At a minimum, my audit will include a review or audit of:
• The system of internal control.
• Financial transactions and accounts.
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• Financial statements.
The audit will have the following objectives:
• To assess the adequacy of the systems and procedures for financial accounting,
- compliance with rules and regulations, and internal controls of the City.
• To determine the accountability for revenues, the propriety of expenditures and
the extent to which funds have been expended in accordance with prescribed State
and Federal laws and regulations.
• To determine whether financial and financially related reports to Federal agencies
are presented fairly.
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• To determine the fairness of presentation of the City's financial statements.
• To recommend appropriate actions to correct any deficiencies.
• To determine that the financial statements are presented fairly in accordance with
Generally accepted accounting principles.
EXPERIENCE AND SUPPORT
� I have been providing financial and compliance auditing services to governmental entities
for over 14 years. Below is a partial listing of my most recent governmental audits:
Client Name Audit Period
Cal Poly University - NCAA audit June 30, 1992
San Miguel Sanitary District June 30, 1992
Paso Robles Cemetery District June 30, 1992
Heritage Ranch Community Services District June 30, 1992
Arroyo Grande Cemetery District June 30, 1992
Cambria Community Hospital District June 30, 1992
Audits that I performed prior to becoming a sole practitioner are as follows:
City of Morro Bay June 30, 1990
San Luis Obispo County June 30, 1989
San Luis Obispo Area Coordinating Council
and Regional Transportation Planning Agency:
Trust-Funds
County of San Luis Obispo
Regional Handicapped System
i City of Morro Bay
City of Atascadero
Central Coast Transit
Templeton Community Services District June 30, 1990
Nipomo Community Services District June 30, 1989
San Luis Obispo County Community College June 30, 1990
San Luis Obispo County Community Development
j Block Grants August 31, 1985
Cal Poly Foundation June 30, 1990
Port San Luis Harbor District June 30, 1990
QUALITY CONTROL SYSTEM
1 I am a member of the State Quality Review Committee, which reviews and accepts all
Quality Reviews of CPAs.
i CONTINUING EDUCATION
I am required to take at least 40 hours of continuing education classes each year. I
1 regularly take classes from the following sources:
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Municipal Finance Officers Association
Texas-Tech University
California Society of CPAs
OTHER QUALIFICATIONS
I am kept informed of new pronouncements from the Governmental Accounting Standards
Board. I am also a member of the California Society of Municipal Finance Officers.
I review financial statements for the Government Finance Officers Association (GFOA)
in their Certificate of Achievement for Excellence in Financial Reporting program. This
has given me vast experience in reviewing and evaluating governmental financial
statements. I could assist the City in reviewing the Comprehensive Annual Financial
Report that they may want to submit to the GFOA.
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RESUME
CARLOS J. REYNOSO, C.P.A.
I graduated from Woodbury University in December 1975 with a B.S. in Accounting.
I was employed by Touche Ross & Company in their Los Angeles office through 1978.
I then joined the firm of Vasquez, Quesada and Navarro in their Los Angeles office. I
was the senior in charge of the following financial and/or compliance audits:
City of Los Angeles - Community Development Department - CETA Programs -
Department of Airports
South Coast Air Quality Management District - Audit of special district
U.S. Department of Energy - Audits of major oil companies
U.S. Department of Health and Human Services - Medicare compliance audits
Environmental Protection Agency- Audits of construction of sanitation plants with
Federal Funds
In January 1981 1 joined the firm of Glenn, Burdette, Phillips and Bryson. I seniored or
managed the following financial and/or compliance audits:
Cal Poly Foundation A-110 audit (similar to single audit)
Area Agency on Aging
Cuesta College Foundation S
Templeton Community Services District
Heritage Ranch Community Services District
Port San Luis Harbor District
Nipomo Community Services District - Single audit
Santa Margarita Fire District
Santa Margarita Cemetery District
City of Morro Bay - Single audit
Various school districts
San Luis Obispo County Community College District - Single audit
San Luis Obispo County - Grand Jury Audit
San Luis Obispo Area Coordinating Council and Regional Transportation Agency
Transportation Development Act - claimants
Since July 1. 1991 I have performed the following audits:
Heritage Ranch Community Services District
San Miguel Sanitary District
Paso Robles Cemetery District
Food Bank Coalition of San Luis Obispo County
Oak Shores Community Association
Chamber of Commerce of San Luis Obispo, Inc.
San Luis Obispo Chamber of Commerce Services, Inc. ,
Hotline of San Luis Obispo County, Inc.
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COST PROPOSAL
Following lowing is a list of personnel by classification who will be assigned to this audit,
indicating the estimated number of hours and rate per hour.
92-93
Discounted
Classification Hours Hourly Rate
Firm Partner 150 $55.00
Senior Accountant 80 40.00
Junior Accountant 80 35.00
The undersigned agrees to perform the audit for a three year period at a total annual cost
not to exceed:
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Audit Year
1992-93 $12,675
1993-94
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1994-95
`Prior year fee plus annual change in the Consumer Price Index for the year ended June
30th of each year.
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In addition, I am available for telephone consultation during the year at no charge.
ANCILLARY SERVICES
All ancillary services requested would be performed at the current discounted hourly
rates. However, I could provide you with a fee estimate for each component before
commencing the work.
I have assumed the following in my determination of the maximum fee amount.
1. All audit adjustments from the prior year have been posted to the general
ledger.
2. Fund balance has '
s been reconciled to the prior year's audit report.
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3. The general ledger/trial balances for each fund has been properly closed
and year-end balance sheet reconciliation schedules have been prepared for
1 each account and fund.
4. All bank accounts have been reconciled to the general ledger/trial balance
for each fund.
Therefore, if, during the course of my examinations, extraordinary circumstances arise
which warrant more intensive and detailed services or your staff cannot assist me in
preparing schedules or pulling supporting documentation, I shall provide you with all the
pertinent facts, together with my estimate of the cost of the additional services required.
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As a local C.P.A. firm, I sincerely appreciate the opportunity to submit this proposal.
By selecting a local C.P.A. firm the City will receive personalized professional services.
Thank you again for the opportunity to submit this proposal. If there are any questions,
you may contact me at (805) 238-9601.
Sincerely,
Carlos J. Reynoso, CA
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' APR 199:j
CITY OF ATASCADERO
CITY CLERK'S OFFICE
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AUDIT PROPOSAL
CITY OF ATASLADE2O
PCR THE FISCAL YEARS IIIDED
JUNE 30, 1993, 1994 AND 1995
Presented By
Firm Name: Willis & Walsh, Certified Public Accountants
Address: 5959 Greenback Lane, Suite 430
Citrus Heights, CA 95621
Telephone Number: 916-969-8991
Contact Person: Larry D. Willis, managing partner
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Submission Date
April 23, -1993
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CITY OF ATASCADERO
Table of Contents
I. Audit Approach
A. Statement of Work to be Performed . . . . . . . . . . 1
B. Work Plan . . . . . . . . . . . . . . . . . . . . . 1-3
II. Audit Fee
A. All Inclusive Fee . . . . . . . . . . . . . . . . . . 3
B. Detail of Proposed Fee . . . . . . . . . . . . . . . 4
C. Services in Proposed Fee . . . . . . . . . . . . . . 4
III. Qualifications
A. Willis & Walsh Philosophy . . . . . . . . . . . . . . 4-5
B. Recent Audit Experience . . . . . . . . . . . . . . . 5-6
C. Ccnposition of Audit Team . . . . . . . . . . . . . . 6
IV. Additional Information
A. Firm Size . . . . . . . . . . . . . . . . . . . . . . 6
B. General Information . . . . . . . . . . . . . . . . . 7
Resumes . . . . . . . . . . . . . . . . . . . . . . . 8-11
Peer Review Results . . . . . . . . . . . . . . . . . 12
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I. Audit Approach
A. Statement of Work to be Performed
We will conduct the financial and compliance audits, and audits
pursuant to the single audit act when required, in conformance with
Generally Accepted Government Auditing Standards (GALAS) . We will
provide audit reports conforming with the "Yellow Book" standards.
We will provide additional ancillary services as required by state and
federal government accounting requests. (e.g., Annual State
Controllers Reports, Annual audit of Proposition 4 calculations. ) .
We will assist the City in submitting its Camprehensive Annual
Financial Report (CAFR) to the Goven7nent Finance Officers Association
(GRA) for the purpose of earning the GFOA's "Certificate of
Excellence" award.
We will provide correspondence affiliated with financial reporting or
statements, as needed, and provide special purpose reports as required
or requested.
We will make at least one annual presentation to the City council to
discuss the year end audit results.
B. Work Plan
Estimated Hours
Work Phase Each Major Function Work Description
Interim work 40 - 45 * Partner - Entrance conference
June * Manager - Preliminary analytical
overview of interim financial
information
* Senior - Evaluation of internal
control structure with checklists
and flow charts based on inquiry,
observation and system walk
through (EDP controls and
external controls)
* Audit Staff - Perform necessary
ccupliance testing
* Manager - Establish materiality
levels and scope of testing
* Staff - Obtain permanent
documents such as lease
agreements, loan agreements, etc.
* Partner - Review of minutes
* Manager - Follow up on prior year
management letter ccmTments (if
any)
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Estimated Hours
Work Phase Each Major Function Work Description
* Senior - Provide list of
schedules that will be requested
frcm City to oomplete final phase
of field work
* Staff - Prepare list of required
confirmations
Year End Field 180 - 215 * Senior - Account balance
Work * Audit Staff - Confirmation follow
UP
Oct. - Nov. * Manager - Revenue/expenditure
testing by analytical review and
' expectation tests
* Partner - Test in all areas for
ccn-pliance with laws and
regulations
* Partner - Review and evaluate
subsequent events
* Manager - Final review of minutes
* Senior - Prepare schedule of
proposed adjustments
* Staff - complete all testing of
the City General Purpose
Financial Statements
* Senior - ccimplete all testing
applicable to the Single Audit
Act Requirements
* Manager - ccmplete all ccapliance
testing for the Redevelopment
Agency
* Manager - Prepare list of
reportable conditions (if any)
* Staff - Test information for
footnote disclosure
* Manager - Review and evaluate
► legal and management
representation letters
* Partner - Conduct exit conference
at conclusion of field work
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Report
Preparation/ 80 - 90 * Staff/Manager - Review and edit
oomprehensive presentation of
Oct. - Nov. financial reports, and assist in
preparation of footnotes
* Manager - Review Single Audit
reports
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Estimated Hours
• work Phase Each Major Function work Description
* Manager - Prepare internal
control structure letter and
management letter
* Manager - Appropriation Limit
Statement
> * Manager - Prepare all other
required reports under this
contract
* Partner - Present draft of all
reports for review and revision
by City
_ * Partner - Review all final
reports
Total Estimated Hours 300 350
The above total hour estimate does not include the time requird to
prepare a "Comprehensive Annual Financial Report" .
The above time frame is flexible to meet the needs of the City. If the
City is accustcmed to having all the work performed during year end
field work, we would follow that time frame.
During the first year- of an engagement, the involvement of the City
staff is typically greater than in future years, due to the time spent
documenting the system of internal controls and obtaining permanent file
documentation.
II. Audit Fee
A. A11 Inclusive Fee
The all inclusive maximum fee for the audit of the City of Atascadero
for the June 30, 1993, 1994 and 1995 years is as follows:
1993 1994 1995 Total
Audit of General Purpose Financial statements
including Sing Le Audit Report and aLL other items
in the request for proposal, except the (CAFR) $13,000 $13,500 $14,000 $40,500
Preparation of annual State Controller's Report 2,500 2,500 2,500 7,500
Assistance with preparation of CAFR 3,500 3,500 3,500 10,500
Total Fee $19,000 519,500 $20,000 $58,500
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The above fees are the total all inclusive fees and include all out of
pocket expenses that will be incurred during the audit.
The above fee is for all work described in the request for proposal, and
1 outlined in this proposal.
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B. Detail of Proposed Fee
The following is the proposed June 30, 1993 audit hours that would •
be required to occnplete the services outlined in the request for
proposal and in this proposal:
Standard
Classification Hours Rates Total
Partner 25 $110 $ 2,750
Manager 125 $ 80 10,000
Senior 40 $ 50 2,000
Staff 110 $ 42 4,620
► Total at standard
rates 300 19,370
Less expected write down (6,370)
All inclusive maximum fee $13,000
C. Services in Proposed Fee
The following services will be included in the proposed fee for the
City of Atascadero for the three year proposal:
— We will assist in the preparation of the Comprehensive Annual
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Financial Report for the City.
— We will prepare all required single audit reports as set forth
in CMB Circular A-128.
— Review and prepare required report and opinion for the
Proposition 4 calculations.
— Provide all audit reports in compliance with the yellow book.
— We will make presentations to the Council to discuss audit
results at least once a year.
► The following would be considered additional or optional work:
— Providing correspondence with affiliated financial reporting
(ie. underwriter letters) .
— Special purpose reports as required or requested, outside the
normal audit.
III.
Qualifications
fi cations
A. Willis & Walsh Philosophy
our audit approach is unique in the respect that all audit team
meTbers will spend a great deal of time in the field, including
partners and managers who address the technically difficult areas
and perform all supervisory and review functions in the field.
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We believe that our experience is more valuable to the client in the
field than in the office where a partner or manager would have
' limited knowledge of the work occurring in the field and limited
exposure to the client. This approach will continue through all
three years of the contract.
In a first year audit engagement, we will spend many hours becoming
familiar with the City's systems and procedures, much of this at our
ownnse. We will be
exile spending more time with the City staff
during the first year of the engagement to understand each staff's
responsibilities and duties. our firm believes that detailed
organizational review for all City staff provides more insight into
the City's accounting procedures and controls. This approach
i enables us to conduct a thorough audit. It also provides the basis
for the comprehensive management letter which summarizes
observations and recacmendations made during the course of the
engagement. We understand that while the audit report is an annual
requirement, the managEment report can be used as a productive tool
to assist the City in improving overall financial operating
efficiency.
B. Recent Audit ExDerience
1 Willis & Walsh provides accounting and auditing services to many
local government units, primarily cities and special districts. We
are currently working with nine cities and over 35 special
districts. A list of the cities names, contact persons, and
telephone numbers that we currently perform audit services for is as
follows:
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General financial Special
Annual city Redevelopment Statement District
Audit Entity Budget Audit Agency Preparation Authority's
City of Stockton $210,000,000 x x x x
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City of Grass Valley S 7,000,000 x x
City of West Sacramento $ 28,000,000 X x x x
City of Bishop S 5,000,000 x x x
City of Lakeport S 3,500,000 x x x x
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City of CLearLake $ 3,500,000 x x x
Town of Mammoth Lakes S 12,000,000 x X
City of PLacerviLLe S 7,000,000 x x x
City of CoLfax S 3,000,000 x x
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Name of Entity Contact Person Phone Number
r City of Stockton John Geer 209-944-8460
City of Grass Valley Wes Peters 916-273-2241
City of West Sacramento John Moore 916-373-5816
City of Bishop Rick Pucci 619-873-5863
City of Lakeport Larry Jack 707-263-5628
City of Clearlake Charles Stocker 707-994-8201
Town of MaTmth Lakes Tracy Fuller 619-934-8983
City of Placerville Kirby Warner 916-642-5220
City of Colfax William Enoch 916-346-2313
> We issued General Purpose Financial Statements for all the cities
above, except the City of Stockton and Town of Mammoth Lakes, where
we prepared and issued a comprehensive annual financial report.
Single Audits were performed on all the above audits with the
exception of the Town of Maimioth Lakes.
C. Ccn=sition of Audit Team
Classification Name
Partner's
Direct responsibility Larry D. Willis
Technical review Susan Walsh
Managers John Tang
Les Tyler
s Senior John Blakeman
Staff Scott Taylor
Ted Eooncmy
Outer Service Coordinator Cary Shular
All of the above staff assigned to the City of Atascadero audit are
well versed in governmental auditing and accounting. All staff are
in compliance with the continuing education requirements set forth
by the AICPA. See appendix A for resumes for senior through
partner level.
V. Additional Information
A. Firm Size
We are pleased to state that in the Sacramento Business Journal
annual survey of largest firms in Saccramento, we were number 21
overall and number 15 among local firms. We believe our growth is
directly attributable to the satisfaction level of our clients.
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B. General Information
We believe that the firm of Willis & Walsh possesses the necessary
experience and expertise to provide a high-quality audit service to
the City of Atascadero. We believe that experience is best
demonstrated in the field. Accordingly, all personnel assigned to
the engagement, including the partner, will spend the requisite
amount of time in the field so as to effectively and efficiently
acocnplish the audit procedures outlined in this proposal.
We appreciate the opportunity to submit this proposal and look
forward to hearing frcm you.
Respectfully submitted,
WILLIS & KALSH
Larry D. Willis
Partner
Ld.7w1/mw
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WILLISTWALSH
Appendix A
WILLIS & WALSH
(IIID PUBLIC AO00UNTM 'S Is
Professional Staff Resumes
Tarry D. Willis - Certified Public Accountant, graduated with a bachelor's
degree in accounting in 1976, after which he was employed by the national firm
of Hurdman & Cranston (now part of Peat-Marwick Main) in their San Jose
office. He worked in both audit and tax during his four and one-half years
with the firm. During this period he was in charge of audit work for two non-
profit organizations.
In June 1980, Larry became audit manager for the Sacramento firm of Bartig,
Basler & Ray, and became a partner in June 1981. During the seven years Larry
worked with Bartig, Basler & Ray, his main concentration was in the audit
department. Larry supervised audit and accounting work for over fifty cities,
counties, special districts and non-profit organizations during this period of
time.
In May 1987, Larry Willis and Susan Walsh formed the firm of Willis & Walsh.
With the new firm, Larry narrowed his focus in the audit sector to cities and
special districts and non-profit organizations. He provides direct
supervision on all audit projects.
A summary of recent continuing education is as follows:
— National Conference on Single Audit Act
— Sampling Using SAS 39
— Local Government Accounting and Auditing Update
— Accounting Standards Update
— Workpaper Review Techniques
— Internal Control Under the SAS Guidelines
— Completed Excellence in Governmental and Accounting and
Auditing Program Sponsored by AICPA
— Provides approximately 12 hours annually of in-depth government
audit training to all audit staff members
— Three day seminar on current Governmental Audit Concepts
Past association/memberships with government and accounting organizations
1 include the following:
— Association of California Water Agencies
— League of California Cities
— AICPA Private Companies Practice Section
— Government Accounting Foundation
— California Society of Municipal Finance Officers
— American Institute of Certified Public Accountants
— California Society of Certified Public Accountants
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Appendix A
Professional Staff Resumes
f
Susan T. Walsh - Certified Public Accountant, has a bachelor's degree in
accounting frcan California State University, Sacramento. She began her public
accounting career with a local Sacramento firm where she worked for three and
one-half years. During this time, she obtained experience in audit,
accounting and tax work. In January of 1983, Susan began working for Bartig,
Basler & Ray where she scheduled and supervised all accounting projects. In
addition, she handled several audits of special districts and non-profit
organizations.
In May 1987, Susan Walsh and Larry Willis formed the firm of Willis & Walsh,
CPA's. Since that time, Susan has supervised the accounting and audit work
for several special districts and private arrDanies. Susan performs the
technical review function on all audited financial reports.
Susan has attended the following courses over the past three years:
— Update on New SAS
— Internal Control Under the New SAS Guidelines
Workpaper Review Techniques
— Workpaper Preparation Techniques
— Governmental Accounting and Financial Reporting
— Three day seminar on current Governmental Audit Concepts
Susan is a member of the following professional organizations:
— American Society of Wcmen Accountants
— American Institute of Certified Public Accountants
— California Society of Certified Public Accountants
a
9
i
Appendix A
Professional Staff Resumes
John A. Long - Certified Public Accountant, graduated in May 1983, with a is
Bachelor's degree in accounting frau California State University, Sacramento,
John went to work in the audit department of the international accounting firm
of Deloitte, Haskins, & Sells. During his six years with Deloitte, John
primarily focused on and has worked on many audits of governmental entities,
non profit organizations, and service oriented clients. During the period
1989 through 1992, John was Controller for Sacramento Cable Television and
Director of General Accounting for OUCH. John came to work for Willis & Walsh
in July 1992 as an audit manager.
John's recent continuing education is as follows:
— Government Accounting and Auditing Annual Update
— Accounting Update
— GASB #10: Public Entity Risk Pools and Self Insurance
— Special Districts: Auditing Overview and Update
— Auditing Update: Implementing the New Standards
John is a member of the following professional organizations:
— American Institute of Certified Public Accountants
— California Society of Certified Public Accountants
Les D. Tyler Certified Public Accountant, graduated in May 1985, with a
Bachelor's degree in accounting from California State University, Sacramento
and went to work in the audit department of the national firm of Ernst and
Whinney. Les developed his audit skills focusing primarily on audits of
governmental entities, non-profit organizations and real estate clients. He
has supervised numerous audit engagements. Les came to work for Willis &
Walsh in 1989 as an audit senior and was prcmoted to manager in 1990. He has
been in charge of over nine city audits and 40 special district audits while
with Willis & Walsh.
Les's recent continuing education is as follows:
— Update on New SAS
— Training Seminar for Audit Seniors
— Staff and Advanced Staff Training Seminars
— Canpleted Excellence in Governmental Accounting and Auditing
Program sponsored by AICPA (consisted of 64 hours of training and 4
examinations)
— Three day seminar on current Governmental Audit Concepts
— Governmental Finance Officer Association - Update 1 day
Les is a menber of the following professional organizations:
— California Society of Certified Public Accountants
— American Institute of Certified Public Accountants
— California Society of Municipal Finance Officer's
— Government Finance Officer's Association
10
T,
Appendix A
Professional Staff Resumes
Cary L. Shular - graduated in January 1989, fron American River College with
an AA in Business Data Processing with an emphasis in Basic, Cobol and
Assembler programing languages. He also has oompleted a certif ied course at
Sawyer Business College in Basic, Cobol and RPG Progranming. In addition to
his college education, Cary has attended several continuing education classes
in Lotus 1-2-3, Excel for Windows, microcomputer consulting and oomputerized
accounting systems installation. He has recently completed a ',class on
Auditing in an IDP Envirorument.
Cary has worked for the past nine years for several local public accounting
firms. During this time with these firms he has developed his skills and
knowledge of personal and business computer systems and related software. He
has acquired hands on experience on the IBM System 32, 34, 36, and AS400, IBM
3741 Data Entry, IBM and compatible personal camputers. He is a qualified
installer of the Accpac Plus and BPA Accounting systems from Computer
Associates and is an experienced user of Lotus 1-2-3, Wordperfect, Microsoft
Excel and Harvard Business Graphics. Cary also has experience in installing
the One Write Plus, Peachtree and Accpac Easy general accounting systems.
Cary came to work for Willis & Walsh in November 1988, as a Computer Services
Coordinator.
His accamplishments over the past nine years include the following:
— Installed and modified both custom and standard software packages
— Designed financial reporting formats for cities using the DLH
software package
— Designed the comprehensive annual financial report (CAFR) for a
city using the HTE software package
— Trained many clients and staff on efficient computer usage and
given classes on Lotus 1-2-3, Wordperfect and various accounting
software packages
— Written and maintained a customized utility billing program
— Qualified installer for the Accpac plus and BPI Accounting programs
— Provide telephone support for the Accpac Plus and One-Write Plus
software packages
John Blakeman - graduated in the spring of 1987, from California State
University Sacramento, and went to work for a local CPA firm in Sacramento.
John came to work as a staff accountant at Willis & Walsh in 1989 and was
promoted to senior accountant in 1992. His experience includes audits of
governmental entities and non-profit organizations.
John's recent continuing education is as follows:
— Governmental Financial Reporting
— Financial Statement Preparation
— Basic Governmental Accounting
— Three Day Seminar on Current Governmental Audit Concepts
11
Appendix B
Bingham &. Bingham
1 Certified Public Accountants 2055,2nd Street / Baker, Oregon 97S1.1 / 503-523-7763
Dale Bingham, CPA/ Allen Bingham, CPA
1
November 21, 1992
To the Partners
1 Willis & Walsh
We have reviewed the system of quality control for the accounting and auditing
practice of Willis & Walsh (the firm) in effect for the year ended September 30,
1992. Our review was conducted in conformity with standards for peer reviews
Dromulaated by the peer review committee of the private companies practice
section of the AICPA Division for CPA Firms (the section) . We tested compliance
with the :firm's quality control policies and procedures and with the membership
requirements of the section to the extent we considered appropriate. These tests
included the application of the firm's policies and procedures on selected
1 accounting and auditing engagements.
in Derforming our review, we have given consideration to the general
characteristics of a system of quality control as described in quality control
star- dards issued by the AICPA. Such a system should be appropriately
comprehensive and suitably designed in relation to the firm's organizational
structure, its policies, and the nature of its practice. Variance in individual
performance can affect the degree of compliance with a firm's prescribed quality
control policies and procedures. Therefore, adherence to all policies and
procedures in every case may not be possible.
In our opinion, the system of quality control for the accounting and auditing
practice of Willis & Walsh in effect for the year ended September 30, 1992, met
the objectives of quality control standards established by the AICPA, and was
being complied with during the year then ended to provide the firm with
reasonable assurance of conforming with professional standards. Also, in our
opinion, the firm was in conformity with: the membership requirements of the
section in all material respects.
1
12
CITY 0i J1� .:D E R0
CITY CLQ ' FA-',',E
CITY OF ATASCADERO
REQUEST FOR PROPOSAL
FOR AUDITING SERVICES
FOR THE YEARS ENDED JUNE 30, 1993, 1994 AND 1995
Glenn, Burdette, Phillips & Bryson
Certified Public Accountants
A Professional Corporation
• 1150 Palm Street
San Luis Obispo, California 93401
April 27, 1993
CITY OF ATASCADERO
REQUEST FOR PROPOSAL FOR AUDITING SERVICES,
FOR THE YEARS ENDED JUNE 30 1993 1994 AND 1995
TABLE OF CONTENTS
PAGE
Technical Description of Proposed Work
Introduction 4
Audit Approach 5
Financial Audit 6
Experience and Support 7-8
Experience in Auditing Entities Receiving the GFOA Certificate 8
Data Processing Experience 8
Single Audit Experience 8
Government Bond Issues 8
Regulatory Actions 8
Transportation Development Act 8
Licensed 8
Quality Control System 8
Unqualified Opinion on Quality Control System 9
Continuing Education 10
Description of Management Structure 11
Personnel Qualifications 11
Resumes 12-14
-2-
GLENN, BURDETTE, PHILLIPS&BRYSON
Certified Public Accountants
A Professional Corporation
1
CITY OF ATASCADERO
REQUEST FOR PROPOSAL FOR AUDITING SERVICES
FOR THE YEARS ENDED JUNE 30 1993 1994 AND 1995
TABLE OF CONTENTS
PAGE 2
PAGE
Management Advisory Services 15
Projects of Similar Size and Scope 16
Time of Performance 17
References 17-18
Cost Proposal - Attachment A 19-22
-3-
GLENN, BURDETTE, PHILLIPS&BRYSON
Certified Public Accountants
A Professional Corporation
TECHNICAL DESCRIPTION OF PROPOSED WORK
INTRODUCTION
We are proposing to audit the general purpose financial statements of the City of
Atascadero, for the years ended June 30, 1993, 1994 and 1995. Our audits will be made
in accordance with generally accepted auditing standards; the provisions of Standards
for Audit of Governmental Organizations Programs Activities and Functions,
promulgated by the U.S. Comptroller General, as they pertain to financial and
compliance audits; the Single Audit Act of 1984 (Pub. L. No. 98-502) ; the provisions of
the Office of Management and Budget's Compliance Supplement for Single Audits of Grants
to State and Local Governments (the Compliance Supplement) , and accordingly, include
such tests of the accounting records and such other auditing procedures as we consider
necessary in the circumstances. In addition to this, we will be available to respond
to your staffs' telephone inquiries that may be raised from time to time. We will also
submit specific recommendations designed to strengthen internal controls and to improve
the efficiency of accounting and compliance procedures. We will also be available to
provide additional services required upon request for completion of the annual state
controller reports, annual audit of proposition 4 calculations, or to assist the city
in submitting a Comprehensive Annual Financial Report (CAFR) if requested. As part of
this engagement we would prepare the following reports and financial statements:
General Purpose Financial Report
A-128 Single Audit Report
_4_
GLENN, BURDETTE, PHILLIPS&BRYSON
Certified Public Accountants
A Professional Corporation
Glenn, Burdette, Phillips & Bryson, Certified Public Accountants, is a professional
corporation with offices in San Luis Obispo. We have 20 C.P.A.sand 25 (8 professional
and 17 support staff) other employees. The firm is the largest in the Central Coast
and was established by Fred L. Glenn in 1965. The current shareholders are as follows:
Fred L. Glenn, Stephen A. Burdette, David W. Phillips, David A. Bryson, Gary A.
Wintermeyer, Bradford M. Hair and Jeanne A. Potter. We have been performing financial
and compliance governmental audits for-over 19 years, Single Audits for the past 5
years and TDA Audits for the past 9 years. Below, in the section entitled "Experience
and Support" , you will find a listing of previous experience in .auditing governmental
entities, performing TDA audits and single audits.
Audit Approach
Our audits of the general purpose financial statements of the City of Atascadero will
be performed using an audit approach which should provide for the most effective and
efficient use of our resources.
During our interim testing procedures, we will review the basic accounting systems of
the City of Atascadero, including purchasing/cash disbursements, personnel/payroll and
revenue/cash receipts. In addition, we will determine how funds received from Federal
grantor agencies if any, flow through these systems and any other grant systems that
feed into the overall City system. Based on the controls present within the respective
system and our preliminary evaluation of such controls, a determination will be made as
to the extent of compliance testing procedures to be performed. The City's budgeting,
accounting and reporting system will also be reviewed for compliance with the legally
adopted budget and amendments.
We will also perform substantive tests of account balances at year end in order to
audit the combined financial statements and we will also perform other tests as deemed
necessary. We shall have an exit conference with the administrative services director
and accounting staff as soon as the reports are drafted. We would be available for a
formal presentation to the City Council at your request. We will also provide services
for correspondence affiliated with financial reporting or statements, as needed and
provide special purpose reports as required or requested as additional services.
-5-
GLENN, BURDETTE, PHILLIPS&BRYSON
Certified Public Accountants
A Professional Corporation �o
i ,f _
Financial Audit
At a minimum, our audit will include a review or audit of:
• The system of internal control.
• Financial transactions and accounts.
• Financial statements.
The audit will have the following objectives:
• To assess the adequacy of the systems and procedures for financial accounting,
compliance with rules and regulations and internal controls of the City of
Atascadero.
• To determine the accountability for revenues, the propriety of expenditures and
the extent to which funds have been expended in accordance with prescribed State
and Federal laws and regulations.
• To determine whether financial and financially related reports to Federal agencies
are presented fairly.
• To determine the fairness of presentation of the City of Atascadero financial
statements.
• To recommend appropriate actions to correct any deficiencies.
• To determine that the financial statements are presented fairly in accordance witie
generally accepted accounting principles.
-6- 0
GLENN, BURDETTE, PHILLIPS&BRYSON
Certified Public Accountants
A Professional Corporation I
. EXPERIENCE AND SUPPORT
We have been providing financial and compliance auditing services to governmental
entities for over 19 years. Below is a partial listing of our most recent governmental
audit engagements by company personnel:
Staff Name Client Name Audit Period
Bradford M. Hair, C.P.A. City of Morro Bay June 30, 1992
San Luis Obispo County Office of June 30, 1990
Education
School Districts: June 30, 1992
Phillips Elementary
Pleasant Valley Joint Union Elementary
Lucia Mar Unified School District
Paso Robles School District
Port San Luis Harbor District June 30, 1992
Nipomo Community Services District June 30, 1990
Cal Poly Foundation June 30, 1992
City of Atascadero June 30, 1992
Fred W. Bogart, C.P.A. City of Atascadero June 30, 1992
San Luis Obispo County - Grand Jury Audit June 30, 1989
Templeton Community Services District June 30, 1990
San Luis Obispo County Office of
Education June 30, 1990
Paso Robles School Districts June 30, 1992
Cambria, Community Services District June 30, 1992
Gwynne L. Reid City of Atascadero June 30, 1992
Phillips Elementary June 30, 1990
Pleasant Valley Joint Union Elementary
School District June 30, 1990
San Luis Coastal Unified School District June 30, 1989
Cambria Community Services District June 30, 1992
EXPERIENCE IN AUDITING ENTITIES RECEIVING THE GFOA CERTIFICATE
We assisted the County of San Luis Obispo in preparing their Comprehensive Annual
Financial Report for the years ending June 30, 1988 and 1989. The County received the
Certificate of Achievement for Excellence in Financial Reporting in each of those
years.
GLENN, BURDETTE, PHILLIPS&BRYSON
Certified Public Accountants
A Professional Corporation
� � i
DATA PROCESSING EXPERIENCE
Our firm uses personal computers extensively in our audit practice. We have portable
computers that we can take into the field to assist in preparing working papers.
SINGLE AUDIT EXPERIENCE
We have been performing single audits since June 30, 1986. Our single audit workpapers
for the County of San Luis Obispo were reviewed by the State Controller's Office. They
gave us a clean opinion. In the "reference" section we have listed same of the single
audits we have performed.
GOVERNMENT BOND ISSUES
We performed financial reporting requirements for our school district clients who
issued bonds to expand their facilities.
REGULATORY ACTIONS
The firm nor any of its employees have ever had a record of sub-standard work, or
unsatisfactory performance pending with the State Board of Accountancy.
TRANSPORTATION DEVELOPMENT ACT (TDA) S
We have been performing TDA financial and compliance audits for most of the TDA
claimants in the County of San Luis.Obispo since June 30, 1982. We have TDA experience
in both transit and nontransit compliance requirements.
LICENSED
We are properly licensed to practice as certified public accountants in the State of
California.
QUALITY CONTROL SYSTEM
Our firm had their quality control system reviewed in 1990 as required by the American
Institute of Certified Public Accountants. We received an unqualified opinion. A copy
of the opinion is on the following page:
-8-
GLENN, BURDETTE, PHILLIPS&BRYSON
Certified Public Aocountants
A Professional Corporation
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sr`OK A N
COLFAX
MOSES I+KE To the Shareholders
Glenn, Burdette, Phillips & Bryson
OMAK
We have reviewed the system of quality control for the accounting and
OTHELLO auditing practice of Glenn, Burdette, Phillips & Bryson (the firm) in
effect for the year ended September 30, 1990. Our review was conducted in
conformity with standards for peer reviews promulgated by the peer review
(�iNCY committee of the SEC practice section of the AICPA Division for CPA firms
(the section) . We tested compliance with the firm's quality control
rRiCTiES policies =d procedures and with the membership requirements', of the
section to the extent we considered appropriate. These tests included the
application of the firm's policies and procedures on selected accounting
and auditir.z engagements.
In performing our review, we have given consideration to the general
characteristics of a system of quality control as described in quality
control standards issued by the AICPA. Such a system should be appropri-
ately comprehensive and suitably designed in relation to the firm's
organizational structure, its policies, and the nature of its practice.
Variance in individual performance can affect the degree of compliance
ith a fi=' s prescribed quality control policies and procedures.
Therefore, a .herence to all policies and procedures in every case may not
be possible . As is customary in a peer review, we are issuing a letter
,_rider this te that sets forth comments related to certain policies and
procedures c_ compliance with them. None of these matters were considered
to be of s•a<<icient significance to affect the opinion expressed in this
t'p1�:
in our opin'_on, the system of quality control for the accounting and
auditing practice of Glenn, Burdette, Phillips & Bryson in effect for the
ear ended September 30, 1990, met the objectives of quality control
stancards estabiished by the AICPA and was being complied with during the
,,-ear Che:-i to provide the firm with reasonable assurance of conform-
_::E; rift _essional standards. Also, in our opinion, to 'firm was in
the membership requirements of the section in all material
.:s..'.;i,ton
_9— 1
i - 4
CONTINUING EDUCATION
All our CPA's are required to take at least 40 hours of continuing education classes
each year. Our CPA's regularly take classes from the following sources:
Municipal Finance Officers Association
Texas-Tech University
California Society of CPA's
All of our audit staff are kept informed of new pronouncements from the Governmental
Accounting Standards Board. We are also members of the Government Finance Officers
Association.
-10-
GLENN, BURDETTE, PHILLIPS&BRYSON
Certified Public Accountants
A Professional Corporation
Z
DESCRIPTION OF MANAGEMENT STRUCTURE
Our audit shareholder, Bradford M. Hair, will have the overall responsibility of the
single audit. He will be the primary contact person with the Cognizant Agency and
Contract Administrator. Working under Bradford M. Hair will be Fred W. Bogart, who
will function as our field project manager.
We are a local firm and have always prided ourselves as providing outstanding services
to our clients and community in an utmost professional manner. Please feel free to
contact our references.
PERSONNEL QUALIFICATIONS
(See Following Resumes)
-11-
GLENN, BURDETTE, PHILLIPS&BRYSON
Certified Public Accountants
A Professional Corporation
s
r
RESUME
Bradford M. Hair, C.P.A. - Audit Shareholder
Mr. Hair graduated from California Polytechnic State University, San Luis Obispo in
1978 with a B.S. in Accounting. After graduation, he went to work for Arthur Young &
Co. in Santa Ana. He was promoted to audit senior in 1979. He performed as senior
in charge of the following audits:
Fluor Corp. - Engineering and Construction Division
Century 21 Real Estate Corporation
Girl Scout Council of Orange County
Friends of the Girl Scouts - Non-Profit Trust
AMF Volt Pension Plan
Since joining our firm in 1980, Mr. Hair has participated in, or supervised, the
following audits:
Office of the San Luis Obispo County Superintendent of Schools - Single
audit
City of Morro Bay - Single audit
San Luis Medical Clinic
School Districts: (Single audits)
San Luis Coastal Unified
Phillips Elementary
Pleasant Valley Joint Union Elementary
Templeton Unified
Nipomo Community Services District - Single audit
Cal Poly Foundation A-110 audit (Similar to single audit)
City of Atascadero - Single audit
Port San Luis Harbor District
Mr. Hair is a past president and a member of the Board of Directors of the Central
Coast Chapter of the California CPA Society. He is a past president of Kiwanis and is
active in various community projects.
-12-
GLENN, BURDETTE, PHILLIPS&BRYSON
Certified Public Accountants
A Professional Corporation
l �
RESUME
Fred W. Bogart, C.P.A. - Audit Senior
A graduate of Washington State University, in June 1982, Mr. Bogart began a career as a
professional baseball player. Upon retiring in September 1985 he went to work for
Robert Barkley, C.P.A. in San Luis Obispo. He then went to work for Cynthia Carnahan,
C.P.A. in September 1986. Since joining our firm in June 1988, he has participated in
the following audits:
San Luis Obispo County - Grand Jury Audit
San Luis Obispo Area Coordinating Council and Regional Transportation Agency
- Transportation Development Act - claimants
City of Atascadero
Templeton Community Services District
Cambria Community Services District
-13-
GLENN, BURDETTE, PHILLIPS&BRYSON
Certified Public Accountants
A Professional Corporation
t r�
RESUME
Gwxnne L Reid - Audit Senior
Ms. Reid graduated from California Polytechnic State University, San Luis Obispo in
March 1989. While attending school, she was employed full time with Cynthia L. Wood
through 1985 and joined our firm in June 1986. She has been involved in both the tax
and audit departments. Since joining our firm, she has participated in the following
audits:
Cuesta College Bookstore
Associated Students of Cuesta College
California Polytechnic_State University Associated
Students, Inc.
California Polytechnic State University Children's Center
California Polytechnic State University - National Collegiate
Athletic Association
San Luis Obispo County Office of Education
San Luis Coastal Unified School District
Cambria Community Services District
City of Atascadero
City of Morro Bay
Area Agency on Aging
-14-
GLENN, BURDETTE, PHILLIPS&BRYSON
Certified Public Accountants
A Professional Corporation
MANAGEMENT ADVISORY SERVICES (MAS)
We have a separate MAS department that provides this service to our clients. This
department handles computer consulting in addition to management oriented services.
Our MAS department is headed by Robert A. Silva. His resume follows:
Robert A. Silva - Principal of the Firm - Management Advisory Services
Mr. Silva graduated from California Polytechnic University, San Luis Obispo in 1968
majoring in Business Administration with-a concentration in Finance and Industrial
Relations. Upon graduation he worked for the U.S. Treasury, Comptroller of the
Currency as a National Bank Examiner for three years. In 1971 Mr. Silva returned to
San Luis Obispo to accept a management position at San Luis Medical Clinic. In 1974
Mr. Silva accepted the position of Controller at Warehouse Sound and subsequently
continued with that company's management to found California Cooperage in 1976. Mr.
Silva remained at California Cooperage in the position of Vice President of Finance,
Chief Financial Officer. When California Cooperage was sold in 1981, Mr. Silva joined
our firm as Administrator. He was promoted to principal of the firm in 1986. He
currently heads the Management Advisory Service department of our firm which provides
the following consulting services:
Cash flow management
Cash flow and business projections
Business valuations
Personnel, wage and salary administration
Accounting system analysis
Computer system analysis, training and installation
Mr. Silva is currently active in our community as Assistant Treasurer of the San Luis
Rotary Club, past Treasurer of the Mozart Festival, Board Member of the SLO Property
Owners Association, current Chairman of the SLO Chamber of Commerce Small Business Task
Force and various community projects.
-15-
GLENN, BURDETTE, PHILLIPS&BRYSON
Certified Public Accountants
A Professional Corporation
1
PROJECTS OF SIMILAR SIZE AND SCOPE
Following is a list of similar services completed by our firm.
Last 1 - 5 Years
Name of Agency Contact Person Description
City of Atascadero and Mark Joseph Single audits since June 30, 1988
Sanitation District 461-5076
City of Morro Bay Louise Burt Single audits since June 30, 1986
772-1214 (operating budget $6.4 million)
County of San Luis Obispo Gere Sibbach Grand Jury Audit of County,
549-5035 including the General Hospital
and single audits for the years
ended June 30, 1988 and 1989
Cambria Community Services Patrick Bradley Single audits since June 30, 1989
District 927-3823
San Luis Obispo County Mike Hargett Single audits since June 30, 1986
Community College District 544-2943 (operating budget $13.2 million
capital budget $400,000) .
San Luis Obispo Area Ron DeCarli Financial and compliance
Coordinating Council and 549-5714 audits under Transportation
Regional Transportation Development Act - since fiscal
Planning Agency and year 1982 (operating budget $1.9
claimants million) .
California Polytechnic Don Shemenske Financial audit for the year
State University Foundation 756-1451 ended June 30, 1989 and 1990,
and an attachment F of OMB
Circular A-110 audit, which is
the equivalent of a single audit
for Colleges, Universities and
and other nonprofit organizations
(operating budget $28.7 million
capital budget $600,000) .
-16-
GLENN, BURDETTE, PHILLIPS&BRYSON
Certified Public Accountants
A Professional Corporation
s
P
ii
/h+ ty
TIME OF PERFORMANCE
We would issue the interim report by December 3, 1993 and the report and financial
Sstatements by January, 1994.
REFERENCES
Mrs. Louise Burt Single audit for the years ended
Finance Director June 30, 1986, 1987, 1988, 1989
City of Morro Bay 1990, 1991 and 1992
Morro Bay, California 93442
(805) 772-1214
Mr. Mark Joseph Single audit for year, ended
Administration Services Director June 30, 1988, 1989, 1990, 1991
City of Atascadero and 1992
Atascadero, California 93422
(805) 461-5076
Mr. Gere Sibbach San Luis Obispo County - Single audit
Auditor-Controller for the years ended June 30, 1988 and 1989
San Luis Obispo County
County Government Center, Room 300
San Luis Obispo, California 93408
(805) 549-5035
Mr. Ronald L. DeCarli San Luis Obispo Area Coordinating
Program Manager Council and Regional Transportation
San Luis Obispo Area Coordinating Planning Agency - Transportation
Council and Regional Transportation Development Act audit of several
Planning Agency claimants - for the years ended June 30,
County Government Center 1982 through 1992.
San Luis Obispo, California 93408
(805) 549-5714
Mr. Donald Shemenske Financial audit, including an A-110
Business Services Manager audit for the year ended June 30, 1992.
California Polytechnic State University
Foundation
San Luis Obispo, California 93407
(805) 756-1451
-17-
GLENN, BURDETTE, PHILLIPS&BRYSON
Certified Public Accountants
A Professional Corporation /�
REFERENCES (CONTINUED)
Mr. Mike Hargett Single audit for the years ended
San Luis Obispo County Community June 30, 1986, 1987, 1988, 1989 and 1990.
College District
Assistant Superintendent,
Business Services
P. 0. Box J
San Luis Obispo, California 93408
(805) 544-2943
Mr. Patrick Bradley Single audit for the years ended
Accounting Supervisor June 30, 1989, 1990, 1991 and 1992
Cambria Community Services District
P.O. Box 65
Cambria, CA 93428
(805) 927-3823
-18-
GLENN, BURDETTE,PHILLIPS&BRYSON
Certified Public Accountants
A Professional Corporation
rZ
f
ATTACHMENT A
CITY OF ATASCADERO
COST PROPOSAL
Fiscal Year 1992/1993 - General Purpose Financial Statements
Audit Position No. of
Segment Title Rate Hours Cost
Planning
Partner $ 110 4 $ 440
Manager 80 16 1,280
Interim Tests of
Transactions
Manager 80 5 400
Senior 40-60 20 1,000
Junior 30-40 16 560
Final Year End
Testing and Report
Partner 110 10 1,100
Manager 80 20 1,600
Senior 40-60 100 4,550
Junior 30-40 65 2,470
Word Processing 25-30 24 600
280 $14.000*
* The above time estimate and fees are based on the assumption that the accounting
records of the City will be current and available to audit. Should additional
accounting or bookkeeping work be necessary we will notify you in advance and discuss
the additional time required to perform this work. The additional accounting and
bookkeeping services would be billed in addition to the above fees at our standard
hourly rates above.
-19-
GLENN, BURDETTE, PHILLIPS&BRYSON
Certified Public Accountants
A Professional Corporation , �'
cal Years 1993/1994 and 1995 - General Purpose Financial Statements
Audit Position No. of
Seganent Title Rate (1) Hours Cost (1)*
Planning
Partner 4 $
Manager 16
Interim Tests of
Transactions
Manager 4
Senior 18
Junior 14
Final Year End
Testing, and Report
Partner 10
Manager 20
Senior 81
Junior 56
Word Processing 20
243
* In addition we will provide up to 25 hours of free consulting services.
(1) The audit fee for the fiscal years ended June 30, 1994 and 1995 will be the
audit fee for the fiscal year ended June 30, 1993 and 1994 plus the increase in
the consumer price index for the years ended December 31, 1993 and 1994
respectively.
-20-
GLENN, BURDEfTE, PHILLIPS&BRYSON
Certified Public Accountants
A Professional Corporation
I
Fiscal Years 1995/1996 and 1997
We will propose audit fees for these fiscal years under the two-year extension option
when requested.
Additional Fees for Services
The fees for proposal of audit services for the general purpose financial statements of
the City have been listed. Additional fees for services we will provide if requested
are as follows:
1. Annual State Controller Reports - We will prepare these for each fiscal year
requested for an additional fee-9f $500 per year.
2. Annual Audit of Proposition 4 (GANN Limits) - We will prepare these reports for
each fiscal year requested for an additional fee of $300 per year.
3. Comprehensive Annual Financial Report (CAFR) Assistance We will provide
assistance to the City in preparation of information necessary for submission of
a "CAFR" for the purpose of earning the GFOA'S Certificate of Excellence Award
as requested at our standard hourly rates.
• -21-
GLENN, BUROETTE, PHILLIPS&BRYSON
Certified Public Accountants
A Professional Corporation
As a local C.P.A. firm, we sincerely appreciate the opportunity to submit this
proposal. By selecting a local C.P.A. firm the City will receive personalized
professional services.
Thank you again for the opportunity to submit this proposal. if there are any
questions, you may contact us at 544-1441.
Sincerely,
Bradford M. Hair, C.P.A.
for
Glenn, Burdette, Phillips & Bryson
Certified Public Accountants
A Professional Corporation
i
-22-
GLENN, BURDETTE,PHILLIPS&BRYSON
Certified Public Accountants
A Professional Corporation
• REPORT TO CITY COUNCIL Agenda Item: -15-
CITY OF ATASCADERO
Through: Andy Takata, Asst. City Manager Meeting Date: 5/25/93
From: Mark Joseph, Administrative Services Director '
SUBJECT: Adopting Midyear Budget Adjustments
RECOMMENDATIONS:
1. Adopt Resolution 39-93, revising appropriations for
fiscal year 1992-93.
BACKGROUND:
Staff discussed midyear budget adjustments in January.
Council responded by directing staff to review the various
budgets and assure that those budgets are balanced,; particularly
the General Fund.
The revised figures have been developed and refined by the
Assistant City Manager and the appropriate Department Head.
ANALYSIS•
Table One (attached) sets forth the revised revenues and
expenditures by fund, and compares it to the original approved
budget.
As can be seen, the General Fund has cut over $350, 000 from
the original budget: this represents the $200, 000 State Budget
hit, plus another $150, 000 in reduced revenue estimates. Changes
in other funds reflect technical adjustments or are intended to
match budget with year-end projections.
A limited number of funds are projected to be in a deficit
condition at year-end. A team approach will be used to eliminate
these deficits, i.e, the appropriate department head and/or
supervisor, along with the Administrative Services Director. In
this manner, a plan can be developed which all parties can
support and implement. These strategies would be integrated into
the upcoming FY 93-94 budget preparation process.
a:adjustments
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RESOLUTION NO. 39-93
A RESOLUTION OF THE CITY COUNCIL OF THE
CITY OF ATASCADERO ADJUSTING
THE ANNUAL APPROPRIATIONS FOR
FISCAL YEAR 1992-93
Section 1. Appropriations are adjusted by the amounts shown in
Exhibit A, made a part of this resolution.
Section 2. These changes are effective upon adoption of this
resolution.
On motion by Councilperson , seconded by
Councilperson , the foregoing resolution is
hereby adopted in its entirety on the following roll call vote:
AYES:
NOES:
ABSENT:
ADOPTED:
CITY OF ATASCADERO
By:
ROBERT P. NIMMO
ATTEST:
LEE PRICE, City Clerk
APPROVED AS TO CONTENT:
MARK JOSEPH
Administrative Services Director
[.:Xj! i 11Z ! T 'I'll -.
SCHI'AWIA', 01" REVISED APPROPRiATIONS FOR FISCAL YVAP ! 002M ,
BY HUND AND DEPARTMENT
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REPORT TO CITY COUNCIL Meeting Date: 5/25/93
CITY OF ATASCADERO Agenda item:
Through: Andy Takata, Assistant City Manager
n
rr �G
From: Michael P. McCain, Fire Chief
SUBJECT:
Weed abatement public hearing
RECOMMENDATION:
Recommend action by motion, i.e., "I move that the Fire Chief or his
authorized representatives are ordered to abate the nuisance of
noxious or dangerous weeds on the lots identified in Resolution No.
21-93."
BACKGROUND:
As part of the weed abatement process, the Council is required to hear
objections to the proposed removal of weeds, rubbish, and other
combustible material. This hearing allows any affected property owner
to protest the proposed abatement of hazards on his property.
After hearing the objections, Council overrules or allows any
objections. This can be done by resolution of motion. I recommend
action by motion, i.e., "I move we (allow -- overrule) the objection to
the proposed removal of noxious or dangerous weeds on the lots
identified."
After disposing of the objections, or if no objections are made, the
Council orders the abatement of the nuisance. This also can be done
by motion or resolution.
FISCAL IMPACT:
Costs involved in administering this program are recovered through
the administrative fee charged to parcels abated by the City contractor.
REPORT TO CITY COUNCIL
CITY OF ATASCADERO Item No : - �
Through: Andy Takata, Asst . City Manager
Meeting Date : 5-25-93
File No : GPAC 93-1
Via: Henry Engen, Community Development Director .
From:,,W Steven L. Decamp, City Planner
SUBJECT:
Initiation of three (3) General Plan amendments recommended for
analysis and action in the first cycle of 1993 .
RECOMMNDATION:
Concurrence with the Planning Commission' s recommendation on the
three General Plan amendment proposals .
BACKGROUND:
On May 4, 1993, the Planning Commission discussed the initiation
of the three (3) General Plan amendments recommended by staff for
consideration in this first cycle of 1993 . Upon review, the
Commission recommended to the City Council those study areas for
the General Plan amendments shown on the exhibit maps of the
attached staff report . As is typical practice, Zoning Ordinance
amendments will be initiated concurrently with the General Plan
amendments where appropriate, if you concur with the Commission' s
recommendation .
ATTACHMENTS : Exhibit A - Staff Report dated May 4, 1993
1
CITY OF ATASCADERO Item: B . 1
STAFF REPORT
FOR: Planning Commission Meeting Date : 5-4-93
BY; 1,11) Steven L. DeCamp, City Planner File No : GPAC 93-1
SUBJECT:
Initiation of proposed amendments to the City' s General Plan and
Zoning Ordinance
RECOMMENDATION:
The Planning Commission should recommend that the City Council
initiate the three (3) requested General Plan amendments, and
associated Zoning Ordinance map and text amendments as may be
required.
BACKGROUND:
City policy establishes that amendments to the General Plan will
be considered twice each year. The filing period for the first
round of amendments for 1993 closed on April 1 with no amendment
requests having been filed by private applicants . However, staff
is recommending three amendments be initiated by the City.
ANALYSIS:
Three (3) General Plan amendments (GPA 93-1, GPA 93-2 & GPA 93-3)
were generated by City staff. The following will briefly outline
each of the proposals .
GPA 93-1 (Amapoa Ave . - City of Atascadero) :
In 1985, a mapping error resulted in the area fronting on
Amapoa Avenue between Curbaril and Portola being shown as
Low Density Multiple Family instead of Hiqh Density Multiple
Family . This drafting error has been carried over and was,
in fact, "ratified" with the adoption of the General Plan
Update . Pursuant to the Update, the property was rezoned to
RMF-10 -from the previous RMF-16 .
Staff Is recommending that the General Plan map be amended
to return the land use designation to High Density Multiple
Family . Concurrently, the Zoning Map should be amended to
designate the area RMF-16 .
Refer to Exhibit A.
J
General Plan Amendment Cycle 93-1 2
Staff Report
May 4, 1993
GPA 93-2 (El Camino Real/Viejo Camino USL - City of Atascadero) :
The four (4) small parcels located at the intersection of E1
Camino Real and Viejo Camino are designated Neighborhood
Commercial on the General Plan map. These parcels are,
however, located outside the Urban Services Line (USL) and
are thus not eligible for sewer service. The lack of sewer
availability greatly limits the development potential of
these lots . Extension of the USL to encompass these parcels
would allow for development of the lots at their full
potential as envisioned by the General Plan and Zoning.
Staff is recommending that General Plan be amended to expand
the Urban Services Line to encompass the Neighborhood
Commercial land use designation at the triangle formed by
the intersection of El Camino Real and Viejo Camino .
Refer to Exhibit B.
GPA 93-3 (El Camino Real/Del Rio Road USL - City of Atascadero) :
As with the GPA 93-2, there is a Neighborhood Commercial
area at the intersection of El Camino Real and Del Rio Road
which is located outside of the Urban Service's Line . This
area involves five (5) parcels . Two of the parcels are
located on the north side of Del Rio Road on the east side
of El Camino Real . The other three lots are located on the
south side of Del Rio Road on the East side of El Camino
Real . Extension of the USL to encompass these five parcels
would allow for their development at the potential foreseen
for them by the General Plan.
Staff is recommending that the General Plan Land Use Map be
amended to expand the Urban Services Line to encompass the
Neighborhood Commercial land use designation on the east
side of El Camino Real at Del Rio Road.
Refer to Exhibit C .
CONCLUSIONS :
Although no indication can be made at this time regarding future
action or recommendations, there appears to be merit in
considering each of the requested amendments to the City' s
General Plan . Specific recommendations for approval or denial of
General Plan Amendment Cycle 93-1 3
Staff Report
May 4, 1993 •
these requests will be made only after appropriate environmental
review, and analysis of the anticipated physical and fiscal
affects of the proposals . As per usual practice, associated
Zoning Ordinance amendments, as required, will be analyzed and
recommended for action concurrently with recommended action on
the General Plan amendments .
ATTACHMENTS : Exhibit A - GPA 93-1
Exhibit B - GPA 93-2
Exhibit C - GPA 93-3
1
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REPORT TO CITY COUNCIL
CITY OF ATASCADERO Agenda Item:
Through: Andy Takata, Assistant Meeting Date: 05/25/93
City Manager
File No: T.E.A.
Application
From: Henry Engen, Community Development Director ,]
SUBJECT:
Transportation Enhancement Activities (T.E.A. ) grant applica-
tion - request for authorization to submit applications for
Highway 101 landscaping and Stadium Park acquisition.
RECOMMENDATION:
Approve retaining David Morrow, Environmental Consultant, on a
contingency basis to submit applications on behalf of the City
for a phased program for landscaping Highway 101 and to assist
with the acquisition of Stadium Park.
BACKGROUND:
At the City Council 's May 11th meeting, Mayor Nimmo reported on
the actions of the SLO Council of Governments and grant oppor-
tunities afforded by the new Transportation Enhancement
Activities Program, with staff requested to bring back a report.
The T.E .A. Program is a component of the federal Intermodal
Surface Transportation Efficiency Act (I.S.T.E.A. ) . It provides
funding - on a competitive basis (with at least a 12% local
match) - for projects that are over and above that which normally
can be required for enhancing a transportation facility (see
attachments).
The attached priority listing from SLOCOG shows the project
applications that were submitted in pursuit of the initial
$605, 000 worth of grants in the County. The deadline for the
next application cycle calls for submission to the Council of
Governments ' staff by July 15th. Staff did not submit project
applications for the first cycle owing to the unbudgeted out of
pocket costs that would have been incurred. However, since
Council ' s meeting we have been contacted by, and met with Dave
Morrow, Environmental Consultant, who has submitted the attached
proposal to provide this service on a contingency basis.
ANALYSIS:
The two projects that have been proposed to be applied for as
part of the next cycle for T.E.A. Grants would be Stadium Park
and commencement of a phased program for implementing the City' s
landscape deficiency study for U.S. Highway 101. Mr. Morrow has
proposed a fee totaling $5, 700. 00 contingent on acceptance of the
grant(s ) . Hence, if either or both applications are successful
the City would have to find resources for paying Mr. Morrow up to
$5, 700. 00.
Fiscal Impact•
In addition to the cost referenced above for consultant services,
the local share of either project would have to be no less than
12%. Currently, there is some $30, 000 in the City' s Tree Fund,
some of which has been requested for budgeting in the next fiscal
year. This total amount, however, could theoretically leverage
up to a $250, 000 in potential freeway landscaping enhancement.
Staff would note that plans have been prepared by the Central
Coast Chapter of the Nurseryman for Highway 101 south of Santa
Rosa Road, and this would be the logical first phase of the
program.
With respect to matching funds for potential assistance in
acquiring Stadium Park; its ' acquisition had been targeted to be
obtained through a loan from the Waste Water Treatment Plant
Fund, and subsequently paid off through General Fund contribu-
tions. Staff would request that Council allow for negotiated
leveraging of a local share for anywhere between 12% and 50o de-
pending on its prospects as this project gets evaluated by SLOCOG
staff .
Grant Application Policy Issue:
On the Council reading desk is a copy of SLOCOG deadlines for
various I .S .T.E.A. programs, many of which require competitive
grant applications. Staff would request direction on taking the
initiative to risk limited General Fund/Gas Tax dollars for grant
projects that may not be realized - at either a future study
session or as part of the future budget discussion on capital
improvement programming.
HE :ph
Encls : David Morrow' s Proposal Letter - May 14, 1993
"Enhancing the Transportation System" - The Coordinator
Newsletter article - February 1993
Transportation Enhancement Activities (TEA) - Summary
"TEA Projects Funding Priorities" - SLOCOG Staff
Report - May 5, 1993
DAVID ENVIRONMENTAL
MORROW CONSULTANT
Henry Engen
Community Development Director
City of Atascadero
6500 Palma Avenue
Atascadero , CA 93422
14 May 1993
SUBJECT: Transportation Enhancement Activities (TEA) Application.
Dear Mr . Engen:
Thank you for asking me to submit a proposal to prepare several TEA
applications for your city. TEA applications must be submitted by
July 1 , 1993 if the City wishes to gain funding for projects in
this cycle . I agree to work for the City on a contigency basis ,
where I would recieve payment from the City only when an
application is funded. The details of this arrangement would be
specified in a contract we would sign after approval from your city
council . I stand ready to start work as soon as approval is
granted.
Background
• In each of the next five years , the California Transportation
Commission will award approximately $400 , 000 to $600 , 000 for
projects in San Luis Obispo county . The Commisionlchooses projects
based on a competitive ranking scale , so that all projects applied
for in this county corr.pete with each other for available monies .
The San Luis Obispo Council of Governments (COG) will consider TEA
applications at it ' s July 15 , 1993 meeting, and decide then what
projects to forward to the state for funding in the next cycle .
Each application period is finite , if project applications are not
sub-ritted by the deadline , any opportunity for funding in that
cycle is lost . Therefore , I believe that a hi,-,h priority should be
riven this work . as a minimu-m of time ren a4ns to complete a
sucessfu_ application .
In our initial :r:eeting on May 13 , 1993 , we decided that two
projects in Atascadero have the greatest likilhood of funding this
cycle : the purchase of Stadium Park , near Highway 41 , and
Landscaping Highway 101 . The City has already performed a
significant amount of work on both of these projects , and they
appear t.. ^ ret numerous ranking criteria , giving th-e7� a good chance
of fun:'.ing this cycle .
Proposed Work_ Progra.
I have obtained TEA application documents and ~yet with COG staff to
discuss ranking and evaluation criteria . I fees: confidant that
they wy'11 cooperate with me as I prepare TEA applications for
608 Mission Lane 0 San Luis Obispo, CA 93405-2366 • 805 543.9159 10
From : RAMBUSKI ATTY 805 546 8284 P02
Atastcadero to meat the July deadline. I have good working
relationahi.ps with the COG staff , and anticipate that they will
provide all necessary assistance and suggest succeaaful strategies
so that I can prepare the best possible TEA application.
I anticipate that City staff can provide me with background
Information on both the Stadium park and Highway 101. Landscaping
projects. I will assemble this information into the required
format for the application, with a goal of completing a draft
document by June 15, 1993, for your comment. After completing any
necessary changes, i will present both the City and the COG with
comleted copies of the TEA application.
I anticipate that the City will provide me baoxground material,
information on file, or obtain directly for the application the
following:
Letters of Commitment from the City and community groups.
Implementation schedule.
- Expenditure information.
Area and project maps and availabe photos and drawings.
Historical Registration information.
Land tenure information.
Permit information.
NEPA/CEQA documentation.
Task 1 - Preparation of Draft Documents (each application).
1 will prepare all forms and supplemental information Into a draft form for
your commelits and suggestions.
Task Cost flours hate Total Cost
40 $56 $ 2200
Printing and supplies (film) $ 60
Subtotal 'task 1; $ ZZ60
Task 2 - Preparation of Final Document (each application).
1 will incorporate your comments into a camera-ready form.
Task Cost Hours Rate Total Cost
10 $65 $ 660
Printing and supplies $ 60
Subtotal Task 1. $ 600
k�'rco�oes��+t� Bucig�t �uxr..m.ary
Task 1 - Prepare draft applications . . . . . . • . • . . . $ 2260 x 2 ^ 4500
Task 2 - Prepare final applications . . . . . . . . . . . . . . $ 600 x 2 = 1200
Subtotal . . . . . . . . . . . . . . . . . . . . . . $ 8700
i
Qualifications
As an independant consultant , I offer government and private firms
strategic and economic analysis of environmental regulations . I
have over 15 years experience in air quality and transportation
planning , and have a thorough knowledge of the transportation
planning process in California . At the local level , I served on
the COG ' s Technical Transportation Advisory Committee for four
years , and have prepared comments on many local traffic and
circulation plans . A resident of the county since 1981 , I have an
intimate familiarity with the transportation network and local
demographic and econmomic trends .
I am a leader in the field of transportation planning to improve
air quality, and have delivered papers and talks to many technical
and public groups . The California Air Resources Board has
recognized my work_ on the San Luis Obispo Clean Air Plan as a model
for other areas to emulate . I have developed unique computer
models to calculate emission reductions from transportation control
measures , and have performed extensive economic evaluation of air
rules . Currently, T am working on an experiment to determine if
synchronizing a large traffic signal network (9'3 lights) will
improve air quality. I also have extensive experience with public
meetings , and providing oral and written testimony'.
Recently ; in conjunction with Sonoma Technology Inc . , T completed
a study for the Monterey Bay Clean Air Coalition. That study
analyzed ozone attainment planning issues and alternative control
methods which may prove more equitable to affected business and
i- d.ustry . In this study, I performed an analysisof alternative
transportation control measures , Which could focus Iimited
resources Test effectively and reduce the burden on local.
d 11 :x'_ uate of the 'nVi-on-ental Studies py pg am at
tT S B . T have parf-)_rne� post-graduate study in •-',.'^�puter science- ,
and :7=_ rentl y teach at Cal Poly San ?•i_1i C Obispo in, the Civil and
Environ.• ' -;Pec ' D1 r t i r f
nn E:�g�i :�n.,� _ eapa_ t.w;en _ . ray goal- �.� t.^ offer
clients concise analysis and cogent reports in a timely manner. I
T-�ainta-in very c p,etitive rates by keeping overhead expenses low
and ^vi3in hig1; quality wcr : tailored to client ' a needs .
ai-t i T lcol: l.0 Tire `ai'`nF
:C ZF'I' f,Ip'a , 1J: til- L l _ . n�F o ;_—iu ln• `rt me at ,43-9159 tl
V_ ter,\- ,
The Coordinator
?fie San Luis Obispo Council of Governments (SLOCOG)
FEBRUARY, 1993 VOLUME VI, ISSUE 2
ENHANCING THE
TRANSPORTATION SYSTEM
If you have been wondering what the
Intermodal Surface Transportation
Efficiency Act (ISTEA) can do for you,
one possible answer is the Transportation
EnhanccmcntActivitics Program or TEA.
This program is setting aside money
from ISTEA that can only be used to
enhance a transportation system. It can
not be used for projects that increase
roadway capacity. The value of
California's share of this program is
$200 million (over a six year period).
Public agencies such as special districts, 0
cities, or the County can apply for these
reimbursable funds. For every $1.00 of
reimbursement applied for, the
successful applicant will receive $.88.
A fairly rigid set of criteria must be met to submit an application for a
project, which must fall into one or more of the ten allowable project
categories including:
1) bicycle/pedestrian facilities;
2) scenic easements or historic sites;
3) scenic or historic highways;
4) landscaping (excluding screening);
5) historic preservation;
6) rehabilitation of historic structures;
7) preservation of abandoned railway corridors;
8) control of outdoor advertising;
9) archaeological research; and
10) mitigation from highway runoff.
The proposed project must be "over and above" that which is normally
required for enhancing a transportation facility in order to qualify. If
you would"like more information about this program,please contact Les 0
Varga at 781-5190.
TRANSPORTATION ENHANCEMENT ACTIVITIES (TEA)
SLOCOG staff contact. Richard Murphy, 781-5754.
Proaram Descriotion. With iSTEA came the establishment of the Transportation _nhancement
Activities (TEA) program. TEA funds may be used for.
1. Facilities for pedestrians and bicycles;
2. Acquisition of scenic easements and scenic or historic sites;
3. Scenic or historic highway programs;
4. Landscaping and other scenic beautification;
S. Historic preservation:
6. Rehabilitation and operation of historic transportation buildings, structures, or facilities
(including historic railroad faciiities and canals);
7. Preservation of abandoned railway corridors (including the conversion and use thereof for
pedestrian or bicycle traiis);
S. Control and removal of outdoor advertising:
9. Archeoiogical planning and research:
10. Mitigation of water pollution due to highway runoff.
Allocation criteria. 'Candidate TEA projects are screened and ranked by SLOCOG staff based
on the California Transportation Commission (CTC)-approved criteria. The same criteria is
used by C T C when ranking TEA projects.
SLCCOG reviewed a total of twelve candidate TEA projects and approved three projects at
their May 5. 1993. These Projects will be forwarded to the CTC for ranking for the accelerated
cycle of FY 1993/94. The nine remaining unfunded projects, plus any additional projects
submitted, will be considered for funding in FY's 1994/95, 1995196 and 1996/97 at the August
4, 1993 SLCCCG meeting.
undinaxoec:aticn. California could receive more than 5200 million over the 6-year ISTEA
Period for :ransoortation enhancement activities. This reoresents a 10% set-aside of
California's STP funds available only for this program. TCA funds require a non-federal match
of 12 to 20 percent depending on fund type.
Discussions with Caltrans staff after the May 5, 1993 SLCCOG meeting, estimate the funding
exoec,ations ior the San Luis Obispo region as the following. The actual funding amounts will
be finaiized n the 1994 S,7P Fund Estimate prepared by Caitrans due out in July 1993.
Accelerated Cvcle = 5605.000/first year (F'✓ 1993/94)
199A S T iP Cvc:e = 5400,000 to 5600,000/per year (FY's 1994/95, 1995!96, & 1996197)'
1996 S 7P Cvc!e = $400,000 to 5600,0001per year (FY's 1997/98 & 1998/99)
rundina P-cows;Deadlines.
1. Local !ur!scic:ions submit candidate projects to SLCCOG staff by July 15, 1993.
2. SLCCCG sfarf ranks the candidate projects based on CTC-approved criteria and develops
a Proccsed three-year program of projects (FY's 1994/95, 1995/96 & '1996/97) by August
3. �ZLOCCG mil adoot a three-year program of projects at their September 8, 1993 meeting.
-i. `'he accrcved TEA proiec,s are incorporated into the RTIP which will be adopted by
SL_CC. -f -heir November 3. 1993 meeting.
May 18, 11313:3 09:32AII FROM SLOCOG TO 914617615 P.02
SAN LUIS OBISPO COUNCIL OF GOVERNMENTS
STAFF REPORT
r5.•',��'_ IN�> o xe:w wl<i wft
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SUMMARY
Transportation enhancement activity(TER)funds are to be used for transportation related projects
that enhance quality-of-160, in or around transportation faclltles. SLOCOG staff has received
twelve projoat applications from various organizations to receive this type of funding. The project
applications were ranked according to California Transportation Commission (CTC) approved
guidelines and are listed in the attached tables(Tables 1 and 2). The accelerated cycle is for the
first two fiscal years of ISTEA (FY's 1991-92 and 1992-93). The CTC has determined a$605,000
bid target for the San Luis Obispo region for this accelerated funding cycle.
RECOMMENDATION
Staff: a) Approve the attached priority ranking of Projects #1 County of San Luis Obispo
Preservation of the El Moro Elfin Forest, Project #2 City of Arroyo Grand Swinging
Pedestrian Bridge Restoration, and Project #5 Grover Beach Community Entrances
Renovation to be forwarded to the California's Transportation Commission for their
approval
b) Recommend SLOCOG allocate Surface Transportation Program (STP) funding for
Project #3 - California Conservation Corps Oak Regeneration Program, and defer
Project #4 - San Luis Obispo Phase I of the Railroad Bike Path for next TEA cycle-
c) Direct staff to work with all remaining applicants for the next TEA cycle(August 1993).
TTAC: a) Concur with staff recommendations.
b) Recommend Project #5 Grover Beach Community Entrances Renovation oe oroKen
into two fundable phases.
CTAC: a) Concur with staff recommendations.
b) Assure staff has investigated all other funding programs for Project #1 County of San
Luis Obispo preservation of the EI Moro Elfin Forest (e.g., land trusts).
BACKGROUND
California could receive more the$200 million over a 6-year period, which started with the 1992
federal fiscal year, for transportation enhancement activities from the Intermodal Surface
Transportation Efficiency Act of 1991 (ISTEA). This represents a 10 percent set-aside of
California's Surface Transportation Program (STP) funds, available only for this program. In
California, these monies can be matched by as little as approximately 12 non-federal dollars to
88 federal dollars for must TEA projects. There is 20 non-federal dollar to 80 federal dollar match
for bicycle/pedestrian projects. These are reimbursable federal-aid monies.
B-1-1
I-lay 18, 11393 09:33AM FROM SLOCOG TO 914617615 P.03
TEA projects must be over and above the required mitigation for normal transpportatian projects,
and the project must be directly related to the transportation system. The program should have
a quality-of-Ute benefit white providing the greatest benefit to the greatest number of people.
Transportation enhancement activities are a means of more creatively and sensitively Integrating
transportation facilities into their surrounding communities. What distinguishes transportation
enhancement activities from other worthwhile"quality-of-Iiia"and environmental activities Is thein
potential to create a transportation experience that Is more than merely adequate. At the same
time they may protect the environment and provide a more aesthetic, pleasant and improved
interface between the transportation system for the communities and people adjacent to
transportation facilities. To do this will take expanded partnerships on all levels.
DISCUSSION
in order to reduce any risk of lapsing federal transportation enhancement activitioefunds,Caltrans
is recommending an accelerated cycle in which the State Transportation Improvement Program
(s,np) be amended in August 1993 to provide programming for the first$50 million of fedora)aid
for transportation enhancement activities without delay. This will earmark projects for the 1993-94
fiscal year to deliver in time to obligate available federal funds. This first cycle will serve as a pPot
for the TEA program process and guidelines. This accelerated cycle is for the first two fiscal
years of ISTEA(FY's 1991-92 and 1992-93). The California Transportation Commission(CTC)has
determined a $805,000 bid target for the San Luis Obispo region for this accelerated funding
cycle.
Beginning with the 1994 STIP, the programming of transportation enhancement activities will be
integrated into the regular STIP development process (a biennial event), with projects to be ,
programmed for up to a three-year period in each cycle. These bid targets should ba
approximately $340,000 per year for the San Luis Obispo region. It is SLOCOG staff
recommendation to evaluate TEA projects on an annual basis and submit the TEA projects
through an RTIP Amendment on the off-STIP cycle years.
A table(fable 3) illustrating deadline events and their dates for each of the six iSTEA fiscal years
Is included as part of this staff report
As mentioned above, the bid target for the San Luis Obispo region for the accelerated cycle is
$605,000. SLOCOG staff has received twelve project applications from various organizations
adding up to approximately $1.8 million in TEA funding. Staff screened all applications for the
minimum qualifications and identified several problem areas that wilt require changes before
submission to Sacramento. The project applications were ranked according to CTC-approvod
guidelines and are listed in the attached tables(Tables 1 and 2). For projects that are unfunded
in the accelerated cycle, there will be four more opportunities to submit applications for TFC►
funding.
Project #4, San Luis Obispo Phase 1 railroad Bike Path, will be pursuing a hazardous waste
assessment per CTC policy,and continue negotiations with Southern Pacific F allroad for property
acquisition. Therefore, staff is recommending deferring this project to a later TEA cycle as it is
unlikely that this project will meet OTC's time line for the accelerated cycle. Due to the local
benefits of Project #3, California Conservation Corps Oak Regeneration Program, staff is
recommending funding be provided through regional STP funds.
Staff Report by Ricnard Murphy and Jill Mcf eek.
C:\WP11\.ILL\STAFFFP'\TEAff40J 09t
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Pial{ 18 1993 09:33AM FROM SLOCOG TO 914617615 P.04
Table 1
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May 18.1993 09:34R19 FROM SLOCOG TO 914617615 P.05
Table i
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May 18 1993 09:35AM FROM SLOCOG TO 914617615 P.06
Table 2
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I`lay 18,1993 09-36AII FROH SLOCOG TO 914617615 P.07
Table 2
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TOTAL P.08
REPORT TO CITY COUNCIL Meeting Date: 5-25-93
CITY OF ATASCADERO Agenda Item:
Through: Ray Windsor, City Manager
Via: Henry Engen, Director of Community Development
From: Valerie Humphrey, Engineering Division
SUBJECT:
No Parking areas - South EI Camino Real
RECOMMENDATION:
Approve attached Resolution NO. 35-93 providing red curbs along South EI
Camino Real as recommended by North Coast Engineering.
BACKGROUND:
At the meeting of May 11 , 1993 this item was brought before Council. At that
time concerns were expressed regarding the estimated cost of the modifications.
The estimate of $1500.00 assumed that the work would be done by an outside
contractor and include numerous No Parking signs, requiring concrete cutting and
replacement.
It has been determined that signs are not required and that the painting can be
done by the Street Department at an estimated the cost of approximately $100.00.
Similar Projects:
A random sampling of minor traffic control modification project show costs
ranging from $50.00 for small painting projects to $300 for projects involving both
painting and the placement of signs.
FISCAL IMPACT:
A cost of $100.00 will be charged to the project account.
Attachments:
Resolution No. 35-93 w/attachments
1,
f t
REPORT TO CITY COUNCIL Meeting Date: 5-11-93
CITY OF ATASCADERO Agenda Item: B-2 0
Through: Ray Windsor, City Manager
Via: Henry Engen, Director of Community Development i'k
From: Valerie Humphrey, Engineering Division
SUBJECT•
No Parking areas - South El Camino Real
RECOMMENDATION:
Approve attached Resolution No. 35-93 providing red curbs
along South E1 Camino Real as recommended by North Coast
Engineering.
BACKGROUND•
At the City Council meeting of April 13 , 1993 North Coast
Engineering presented a report to Council recommending various
alterations to the El Camino Real median project. Council agreed
to increase the length of the no parking zones at u-turn locations.
Adoption of the attached resolution is required to make this
modification.
FISCAL IMPACT:
Cost of the recommended modification is approximately
$1500. 00 .
Attachments :
Resolution No. 35-93 w/attachments
000001
RESOLUTION NO. 35-93
RESOLUTION OF THE COUNCIL OF THE CITY OF ATASCADERO
DESIGNATING NO PARKING ZONES ON EL CAMINO REAL AT
THE U-TURN LOCATIONS AT THE RAISED MEDIAN
WHEREAS, Section 4-2 . 1101, et. seg. , of the Atascadero
Municipal Code allows the City Traffic Engineer to designate "No
Parking" areas, and to place and maintain appropriate signs or
markings indicating the same; and
WHEREAS! Staff has studied the traffic patterns at this
location and has determined that establishing No Parking areas at
the u-turn locations as shown on attached Exhibit A ',will provide a
greater turning area.
NOW, THEREFORE, BE IT RESOLVED that the Cityof Atascadero
directs the City Traffic Engineer to place and maintain appropriate
signs or markings as indicated above.
On motion by ,and seconded by
, the foregoing resolution is hereby adopted
in its entirety on the following roll call vote:
AYES:
NOES:
ABSENT:
ADOPTED:
ATTEST: CITY OF ATASCADERO
By
LEE RABOIN, City Clerk ROBERT P. NIMMO, Mayor
APPROVED AS TO FORM:
ARTHER MONTANDON
City Attorney
APPROVED AS TO CONTENT:
HENRY ENGEN
Director of Community Development
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SOH LUIS 0BISPO co U H19 �RTME °A 8
COUNTY GOVERNMENT CENTER • ROOM 207 • SAN LUIS OBISPO, CALIFORNIA 93408
?ON MILNE PHONE (805) 781-5252 • FAX (805) 781-1229
U NTY ENGI NFER
GLEN L.PRIDDY
DEPUTY COUNTY ENGINEER
ENGINEERING SERVICES '
NOEL KING
DEPUTY COUNTY ENGINEER SDS
�"
ADMINISTRATION T¢. ,_J
May 10, 1993 FLOOD CO�.=01,
WATER CONSERV<-'N
COUNTY SUP,:•OR
SPECIAL DG-=�TS
Attn Ray Windsor, City Manager
City of Atascadero MEET! AGENDA
6500 Palma Avenue Rm 207 DATEITEM ��
Atascadero CA 93422
Subject: Nacimiento Reservation Agreement, Purveyor's Technical Advisory Group
Dear Mr. Windsor:
The Board of Supervisors in approving the 28 agreements for purveyor participation in the
Nacimiento Water Supply Project Feasibility Study discussed and directed the County Engineer
to include the City of Atascadero on the Purveyor's Technical Advisory Group. In
implementation of that direction, the Engineering Department would like to offer the City of
Atascadero an opportunity to participate and be a listed member of this Advisory Group if the
. City chooses to accept this invitation. If that is the case, please provide the name of the
individual that will be representing the City at these meetings.
It is anticipated that the District's consultant, Boyle Engineering, will hold another meeting in
the month of June for discussion on the preliminary information gathered in researching
alternative routing alignments. The consultant has been advised, both by the Flood Control
District and Atascadero Mutual Water Company, that their draft preliminary alignment was not
acceptable and they are considering alternative alignments other than the EI Camino right-of-
way. If you have any questions or comments, please feel free to contact me directly at 781-
4469. We look forward to the City's participation in this Group.
Sincerely,
LOUIS G. GIBSON
Hydraulic Planning Engineer
cc: David Blakely, Supervisor District 5
File: Nacimiento Feasibility Study
m\catrina\la,-\windsor.ltr
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