HomeMy WebLinkAboutCC_2026_03_10_AgendaPacket
City of Atascadero
CITY COUNCIL AGENDA
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AMERICANS WITH DISABILITIES ACT ACCOMMODATIONS:
Any member of the public who needs accommodations should contact the City Clerk’s Office at
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for resolving reasonable accommodation requests.
DISCLOSURE OF CAMPAIGN CONTRIBUTIONS:
California Government Code section 84308 (“Levine Act”) requires a party to or participant in a proceeding
involving a license, permit, or other entitlement, including all contracts other than competitively bid, labor, or
personal employment contracts, to disclose any contribution of more than $500 that the party or participant (or
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agent) a proceeding involving a license, permit, or other entitlement, including all contracts other than
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member of the City Council or anyone running for City Council.
City Council agendas and minutes may be viewed on the City's website:
www.atascadero.org/agendas
Copies of the staff reports or other documentation relating to each item of business referred to on the Agenda are on
file in the office of the City Clerk and are available for public inspection on our website, www.atascadero.org.
Contracts, Resolutions and Ordinances will be allocated a number once they are approved by the City Council. The
Minutes of this meeting will reflect these numbers. All documents submitted by the public during Council meetings that
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contacting the City Clerk's office. All documents will be available for public inspection by appointment during City Hall
business hours.
MEETING INFORMATION:
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available at that location.
HOW TO OBSERVE THE MEETING REMOTELY:
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CITY OF ATASCADERO
CITY COUNCIL
AGENDA
Tuesday, March 10, 2026, 6:00 p.m.
City Hall Council Chambers, Fourth Floor
6500 Palma Avenue, Atascadero, California
Pages
A.REGULAR SESSION - CALL TO ORDER
B.PLEDGE OF ALLEGIANCE
Mayor Bourbeau
C.ROLL CALL
Mayor Bourbeau
Mayor Pro Tem Dariz
Council Member Funk
Council Member Newsom
Council Member Peek
D.PRESENTATIONS
1.Operating Budget Excellence Award Presented to City of Atascadero
2.2026 Outstanding Local Streets and Roads Project Award Presented to
City of Atascadero
E.CONSENT CALENDAR
(All items on the consent calendar are considered routine and non-controversial
by City staff and will be acted upon by a single action of the City Council unless
otherwise requested by an individual Council Member for separate
consideration. Public comment on Consent Calendar items will be invited prior
to action on the Calendar.)
1.City Council Draft Minutes - February 24, 2026 Regular Meeting 4
Recommendation: Council approve the February 24, 2026, City Council
Regular Meeting Minutes [City Clerk]
2.December 2025 Investment Report 10
Fiscal Impact: None
Recommendation: Council receive and file the City Treasurer's report for
quarter ending December 31, 2025 [Administrative Services]
3.Old Morro Road Functional Classification Change 25
Fiscal Impact: There are no expected fiscal impacts associated with
adoption of this resolution. If the functional classification change is
approved by Caltrans and FHWA, Old Morro Road would become eligible
for emergency funding during declared natural disasters, potentially
saving the City significant costs in the future.
Recommendation: Council adopt Draft Resolution approving the
submittal of a functional classification change request for Old Morro Road
to Caltrans. [Public Works]
F.UPDATES FROM THE CITY MANAGER
(The City Manager will give an oral report on any current issues of concern to
the City Council.)
G.COMMUNITY FORUM
(This portion of the meeting is reserved for persons wanting to address the
Council on any matter not on this agenda and over which the Council has
jurisdiction. Speakers are limited to three minutes. Please state your name for
the record before making your presentation. Comments made during
Community Forum will not be a subject of discussion. A maximum of 30 minutes
will be allowed for Community Forum, unless changed by the Council. Any
members of the public who have questions or need information may contact the
City Clerk’s Office, between the hours of 8:30 a.m. and 5:00 p.m. at (805) 470-
3400, or cityclerk@atascadero.org.)
H.MANAGEMENT REPORTS
1.Proposed Sewer Service Charge Rate Increase 29
Fiscal Impact: Administering the Proposition 218 process will cost
approximately $6,200 in budgeted wastewater funds. If approved, the
rate increase will generate an estimated $1,061,000 in revenue from
increased sewer service charges over FY25/26 revenue..
Recommendation: Council:
1. Direct staff to administer the Proposition 218 majority protest
process and send out notice of the proposed sewer service charge rate
increases to all property owners connected to the municipal sanitary
sewer system.
2. Set a Public Hearing on May 12, 2026 for the City Council’s
consideration of the proposed sewer service charge rate increases.
[Public Works]
2.Zoning Code Update – Mixed-Use Zones and Standards 38
Fiscal Impact: None
Recommendation: Council receive an update on the Zoning Code
Update project, provide direction to staff on policy questions related to
Mixed-Use zoning districts and development standards, and receive
information about next steps. [Community Development]
I.COUNCIL ANNOUNCEMENTS AND COMMITTEE REPORTS
(On their own initiative, Council Members may make a brief announcement or a
brief report on their own activities. The following represent standing committees.
Informative status reports will be given, as felt necessary):
Mayor Bourbeau
1. City Selection Committee
2. County Mayor’s Round Table
3. Integrated Waste Management Authority (IWMA)
4. Central Coast Community Energy (3CE)
Mayor Pro Tem Dariz
1. Air Pollution Control District
Page 2 of 55
2. California Joint Powers Insurance Authority (CJPIA) Board
3. Community Action Partnership of San Luis Obispo (CAPSLO)
4. Visit SLO CAL Advisory Committee
Council Member Funk
1. Atascadero Basin Ground Water Sustainability Agency (GSA)
2. Design Review Committee
3. Homeless Services Oversight Council
4. REACH SLO Advisory Commission
Council Member Newsom
1. City of Atascadero Finance Committee
2. City / Schools Committee
3. League of California Cities – Council Liaison
4. SLO Council of Governments (SLOCOG)
5. SLO Regional Transit Authority (RTA)
Council Member Peek
1. City of Atascadero Finance Committee
2. City/Schools Committee
3. Design Review Committee
4. SLO County Water Resources Advisory Committee (WRAC)
J.INDIVIDUAL DETERMINATION AND / OR ACTION:
(Council Members may ask a question for clarification, make a referral to staff or
take action to have staff place a matter of business on a future agenda. The
Council may take action on items listed on the Agenda.)
1. City Council
2. City Clerk
3. City Treasurer
4. City Attorney
5. City Manager
K.ADJOURNMENT
Page 3 of 55
03/10/26 | Item E1
Atascadero City Council
February 24, 2026
Page 1 of 6
CITY OF ATASCADERO
CITY COUNCIL MEETING
DRAFT MINUTES
February 24, 2026, 6:00 p.m.
City Hall Council Chambers, Fourth Floor
6500 Palma Avenue, Atascadero, California
_____________________________________________________________________
A. REGULAR SESSION - CALL TO ORDER
Mayor Bourbeau called the meeting to order at 6:00 P.M.
B. PLEDGE OF ALLEGIANCE
Council Member Peek led the Pledge of Allegiance.
C. ROLL CALL
Present: Mayor Bourbeau, Mayor Pro Tem Dariz, Council Member
Funk, Council Member Newsom, Council Member Peek
Absent: None
Staff
Present:
City Manager James R. Lewis, Assistant City Manager/City
Clerk Lara Christensen, City Attorney Dave Fleishman, City
Treasurer/ Director of Administrative Services Jeri Rangel,
Public Works Director Nick DeBar, Community Development
Director Phil Dunsmore, Fire Chief Casey Bryson, Police Chief
Dan Suttles, Deputy City Manager - IT Luke Knight,
Community Services and Promotions Director Terrie Banish,
Public Works Analyst Ryan Betz, Associate Planner Erick
Gomez
D. CONSENT CALENDAR
1. City Council Draft Minutes - January 30 & 31, 2026 Special Meeting
Goal Setting Workshop
Recommendation: Council approve the January 30 & 31, 2026, City
Council Special Meeting, Goal Setting Workshop draft minutes. [City
Clerk]
Page 4 of 55
03/10/26 | Item E1
Atascadero City Council
February 24, 2026
Page 2 of 6
2. City Council Draft Minutes - February 10, 2026 Regular Meeting
Recommendation: Council approve the February 10, 2026, City Council
Regular Meeting Minutes [City Clerk]
3. January 2026 Accounts Payable and Payroll
Fiscal Impact: Total expenditures for all funds is $3,040,084.93
Recommendation: Council approve certified City accounts payable, payroll
and payroll vendor checks for January 2026. [Administrative Services]
4. Apple Valley Street and Storm Drain Maintenance District No. 01
Budget Adjustment
Fiscal Impact: Authorizing staff’s recommendation will result in additional
fiscal year 2025/26 budget expenditures up to $19,200 from the Apple
Valley Street and Storm Drain Maintenance District No. 01 Fund balance,
which has ample fund balance available to cover the requested allocation.
Any remaining balance from the repair project will be returned to the Apple
Valley Fund balance.
Recommendation: Council authorize the Administrative Services Director
to allocate an additional $19,200 from the Apple Valley Street and Storm
Drain Maintenance District No. 01 (District) Fund balance to the District’s
fiscal year 2025/26 Budget to repair damaged street pavers on San
Ramon Road. [Public Works]
5. 2025 Building and Fire Code Updates
Fiscal Impact: Costs associated with enforcement of the new code
requirements are covered through the collection of plan check and
inspection service fees. Staff expects minimal fiscal impact from the
adoption of the new building codes and proposed code text amendments
to property and business owners.
Recommendation: Council:
1. Adopt, on second reading, by title only, Draft Ordinance A repealing and
replacing in its entirety Title 4, Public Safety, of the Atascadero Municipal
Code for consistency with the 2025 California Fire Code and adopting
local amendments.
2. Adopt, on second reading, by title only, Draft Ordinance B, repealing
and replacing in its entirety Title 8, Building Code, of the Atascadero
Municipal Code for consistency with the 2025 California Building Code
and adopting local amendments. [Community Development]
Mayor Bourbeau removed item D6 from the Consent Calendar for separate
discussion and vote. The item was moved on the Agenda to after
Management Reports.
Mayor Bourbeau opened the Public Comment period.
The following persons spoke on this item: None
Page 5 of 55
03/10/26 | Item E1
Atascadero City Council
February 24, 2026
Page 3 of 6
Mayor Bourbeau closed the Public Comment period.
MOTION BY: Funk
SECOND BY: Peek
1. Approve Consent Calendar Items D1-D5 (Item D5: Ordinance No. 692
& 693)
AYES (5): Bourbeau, Dariz, Funk, Newsom, and Peek
Passed 5 - 0
E. UPDATES FROM THE CITY MANAGER
City Manager Lewis gave an update on projects and issues within the City.
F. COMMUNITY FORUM
The following persons spoke: Geoff Auslen
G. PUBLIC HEARINGS
1. ** CANCELLED ** Zoning Change and Conditional Use Permit
USE25-0069 Chick-Fil-A
This item has been cancelled and has been rescheduled to the 3/24/26
Regular City Council Meeting
H. MANAGEMENT REPORTS
1. Short-Term Rental Discussion
Fiscal Impact: No significant fiscal impacts are expected.
Recommendation: Staff recommends the City Council review options and
provide direction on whether or not the City should continue with the
adoption of a Municipal Code Amendment that incorporates regulations on
Short-Term Rentals and what such regulations might include.[Community
Development]
Council Member Newsom declared a potential conflict of interest due to
short term rental ownership and recused herself from the discussion and
vote on this item.
Council Member Peek declared a potential conflict of interest due to
owning property in a mixed use zoned area and recused himself from the
discussion and vote on this item.
Council Members Newsom and Peek stepped down from the dais and left
Council Chambers.
Page 6 of 55
03/10/26 | Item E1
Atascadero City Council
February 24, 2026
Page 4 of 6
Community Development Director Dunsmore presented this item and answered
questions from the Council. Associate Planner Gomez also answered questions
from the Council.
Council Member Newsom and Peek returned for Public Comment
Mayor Bourbeau opened the Public Comment period.
The following persons spoke on this item: Sarah Maggelet, Ranelle Porter, Kay
Porter, Tori Keen, Kathy Reed, Heather Newsom, Seth Peek, Geoff Auslen, Tom
Foran, Lewis Olaf
Mayor Bourbeau closed the Public Comment period.
Council Member Newsom and Peek left Council Chambers
Council provided direction to Staff.
Mayor Bourbeau recessed the meeting at 8:41 pm
Mayor Bourbeau resumed the meeting with all present at 8:50 pm
2. San Luis Obispo Council of Governments Final Transportation
Expenditure Plan for Potential Transportation Sales Tax Measure
Fiscal Impact: While there is no immediate fiscal impact associated with
this action, approving the staff recommendation has the potential for the
City to receive over $2 million annually for local transportation needs if a
potential ballot measure moves forward and is approved by voters.
Recommendation: Council adopt the Draft Resolution approving the San
Luis Obispo Council of Governments Final Transportation Expenditure
Plan for a potential transportation sales tax measure. [Public Works]
Public Works Analyst Ryan Betz introduced the item and Annie Bowski from
SLOCOG gave the presentation and answered questions from the Council.
James Worthley from SLOCOG also answered questions from Council.
Mayor Bourbeau opened the Public Comment period.
The following persons spoke on this item: Geoff Auslen
Mayor Bourbeau closed the Public Comment period.
MOTION BY: Bourbeau
SECOND BY: Dariz
1. Council adopt Draft Resolution approving the San Luis Obispo
Council of Governments Final Transportation Expenditure Plan for a
potential transportation sales tax measure.
AYES (4): Bourbeau, Dariz, Funk, and Newsom
NOES (1): Peek
Page 7 of 55
03/10/26 | Item E1
Atascadero City Council
February 24, 2026
Page 5 of 6
Passed 4 - 1
D. Consent Calendar
6. Fiscal Years 2026-30 Animal Control Services Agreement
Fiscal Impact: The annual cost of the Agreement will start at $396,974 in
fiscal year 2025-26, with annual adjustments to this amount each
subsequent year. Fiscal years 2025-26 and 2026-27 include budgeted
General Funds for this Agreement.
Recommendation: Authorize the City Manager to execute a five-year
agreement with the County of San Luis Obispo for the continued provision
of Animal Care and Control Services for the period of July 1, 2025, to June
30, 2030, in the amount of $396,974 for the first year, with annual
adjustments thereafter [Police]
Police Chief Suttles answered questions from Council.
Mayor Bourbeau opened the Public Comment period.
The following persons spoke on this item: None
Mayor Bourbeau closed the Public Comment period.
MOTION BY: Funk
SECOND BY: Newsom
1. Council authorize the City Manager to execute a five-year agreement
with the County of San Luis Obispo for the continued provision of
Animal Care and Control Services for the period of July 1, 2025, to
June 30, 2030, in the amount of $396,974 for the first year, with
annual adjustments thereafter. (Contract No. 2026-003)
AYES (5): Bourbeau, Dariz, Funk, Newsom and Peek
Passed 5-0
I. COUNCIL ANNOUNCEMENTS AND COMMITTEE REPORTS
The following Council Members gave brief update reports on their committees
since their last Council meeting:
Mayor Bourbeau
1. City Selection Committee
Mayor Pro Tem Dariz
1. Community Action Partnership of San Luis Obispo (CAPSLO)
Council Member Funk
1. Atascadero Basin Ground Water Sustainability Agency (GSA)
2. Homeless Services Oversight Council
Page 8 of 55
03/10/26 | Item E1
Atascadero City Council
February 24, 2026
Page 6 of 6
Council Member Peek
1. City/Schools Committee
J. INDIVIDUAL DETERMINATION AND / OR ACTION:
None
K. ADJOURNMENT
Mayor Bourbeau adjourned the meeting at 9:55 P.M.
MINUTES PREPARED BY:
_____________________________
Alyssa Slater
Deputy City Clerk
APPROVED:
Page 9 of 55
CITY OF ATASCADERO
CITY COUNCIL STAFF REPORT
Department:Administrative
Services
Date:3/10/26
Placement:Consent
TO: JAMES R. LEWIS, CITY MANAGER
FROM: JERI RANGEL, DIRECTOR OF ADMINISTRATIVE SERVICES/TREASURER
PREPARED BY: KRYS CLARK, ACCOUNTING SPECIALIST
SUBJECT: December 2025 Investment Report
RECOMMENDATION:
REPORT IN BRIEF:
CASH AND INVESTMENTS
Checking Account 2,272,744$
Zoo Credit Card Deposit Account 2,253
Mechanics Bank Money Market Account 1,089,479
Certificates of Deposit 15,033,696
Government Securities 27,976,797
Municipal Securities 8,067,787
Supranational Securities 1,005,869
LAIF 10,347,204
Cash with Fiscal Agents (2024 Bonds)23,482
Cash with Fiscal Agents (2025 Bonds)30,167,359
Cash in Banks at December 31, 2025 95,986,670$
Deposits in Transit 129,368
Timing Differences (1,508,967)
Cash and Investments at December 31, 2025 94,607,071$
INVESTMENT ACTIVITY
Securities Purchased:
Purchase Date Description Type Cost Maturity Date
11/19/25 Florida St Board
CUSIP #341271AF1
Municipal
Security
$ 463,490 07/01/30
11/19/25 Tennessee Valley Authority
CUSIP #880591FE7
Government
Security
502,860 08/01/30
11/24/25 San Joaquin Hills CA
CUSIP #798111HH6
Municipal
Security
480,895 01/15/29
12/05/25 Goldman Sachs Bank
New York, NY
Certificate of
Deposit
245,000 11/26/29
Council receive and file the City Treasurer's report for quarter ending December 31, 2025.
Item E3
Page 10 of 55
Securities Matured:
Maturity Date Description Type Original Cost Amount Matured
10/01/25 Folsom Cordova School Dist
CUSIP #34440PCN9
Municipal
Security
$ 438,096 $ 400,000
10/03/25 Investar Bank
Baton Rouge, LA
Certificate of
Deposit
248,000 248,000
11/07/25 Federal National Mortgage Assn
CUSIP #3135G06G3
Government
Security
501,935 500,000
11/15/25 Tulare Sewer Revenue
CUSIP #899124MF5
Municipal
Security
417,052 400,000
12/11/25 BMW Bank North America
Salt Lake City, UT
Certificate of
Deposit
245,000 245,000
12/18/25 Third Federal Savings & Loan
Cleveland, OH
Certificate of
Deposit
245,000 245,000
12/29/25 American National Bank of MN
Baxter, MN
Certificate of
Deposit
248,000 248,000
Securities Sold Prior to Maturity:
Transaction
Date Description / Type
Original Cost /
Maturity Sale Price
Gain / (Loss)
on Call
Called
10/21/2025
The Citizens Bank
Certificate of Deposit
$ 249,000
8/21/29
$ 249,000 $ -
Other Reportable Activities:
None
REVIEWED BY OTHERS:
This item has been reviewed by the Administrative Services Director/City Treasurer and the Deputy
Administrative Services Director.
REVIEWED AND APPROVED FOR COUNCIL AGENDA
James R. Lewis, City Manager
ATTACHMENT:
1. Treasurer's Report
Investment Activity (continued)
03/10/26 | Item E2 | Staff Report
Page 11 of 55
City of Atascadero
Treasurer's Report
Cash & Investments Activity Summary
for the quarter ending December 31, 2025
CHECKING FISCAL
ACCOUNTS INVESTMENTS AGENT TOTALS
Balance per Banks at
October 1, 2025 $800,011 $66,681,781 $1,237,107 68,718,899$
Receipts 228,327 12,849,936 30,375,589 43,453,852
Recognition of Premiums &
Discounts - 51,320 - 51,320
Disbursements (14,815,326) (220) (1,421,855) (16,237,401)
Transfers In 21,977,230 5,915,245 - 27,892,475
Transfers Out (5,915,245) (21,977,230) - (27,892,475)
Balance per Banks at
December 31, 2025 $2,274,997 $63,520,832 $30,190,841 95,986,670
Deposits in Transit 129,368
Timing Differences (1,508,967)
Adjusted Treasurer's Balance $94,607,071
03/10/26 | Item E2 | Attachment 1
Page 12 of 55
MATURITY DESCRIPTION PURCHASE INVESTMENT INVESTMENT STATED FACE PREMIUM/COST OF MARKET UNREALIZED
DATE (ISSUER)DATE TYPE RATING % RATE YIELD VALUE (DISCOUNT)INVESTMENT VALUE GAIN / (LOSS)
City of Atascadero
Investment Report
December 31, 2025
Funds Managed by City
n/a
Local Agency Invest.
Fund (LAIF)n/a State Investment Fund n/a n/a 4.03%10,347,204$ n/a 10,347,204$ 10,369,776$ 22,572$
n/a Mechanic's Bank Money Market n/a Money Fund n/a n/a 4.67%1,089,479 n/a 1,089,479 1,089,479 -
01/15/26 First Reliance Bank
Florence, SC
01/15/21 Certificate of Deposit n/a 0.30% 0.30% 245,000 n/a 245,000 244,642 (358)
01/22/26 ConnectOne Bank
Englewood Cliffs, NJ
01/22/21 Certificate of Deposit n/a 0.45% 0.45% 245,000 n/a 245,000 244,498 (502)
01/22/26 Luana Savings Bank
Luana, IA
01/22/21 Certificate of Deposit n/a 0.40% 0.40% 245,000 n/a 245,000 244,486 (515)
02/09/26 First United Bank & Trust
Durant, OK
03/16/23 Certificate of Deposit n/a 4.25% 4.81% 120,000 (76) 119,924 120,058 134
02/11/26 Ind'l & Com'l Bank of China
New York, NY
02/22/21 Certificate of Deposit n/a 0.45% 0.45% 245,000 n/a 245,000 244,040 (960)
02/24/26 Eaglebank
Bethesda, MD
03/16/23 Certificate of Deposit n/a 4.25% 4.25% 244,000 n/a 244,000 244,039 39
03/02/26 Federal Farm Credit Bank
CUSIP #3133EFH91
03/03/21 Government Security Aaa 2.22% 0.75% 876,000 2,146 878,146 874,047 (4,099)
03/27/26 Federal Agriculture Mtge Corp
CUSIP #31422XDX7
03/30/21 Government Security n/a 0.83% 0.87% 500,000 (45) 499,955 496,795 (3,160)
04/23/26 Malaga Bank
Palos Verdes Peninsula, CA
04/23/21 Certificate of Deposit n/a 0.55% 0.55% 245,000 n/a 245,000 242,548 (2,452)
04/24/26 Federal National Mortgage Assn
CUSIP #3135G0K36
04/26/21 Government Security Aaa 2.13% 0.77% 500,000 2,113 502,113 497,700 (4,413)
05/19/26 Eaglemark Savings Bank
Reno, NV
05/19/21 Certificate of Deposit n/a 0.70% 0.70% 245,000 n/a 245,000 242,195 (2,805)
05/31/26 US Treasury Notes
CUSIP #91282CCF6
11/23/22 Government Security Aaa 0.75% 4.15% 500,000 (6,893) 493,107 494,245 1,138
06/01/26 Golden St TOB
CUSIP #38122NC59
05/10/23 Municipal Security A 2.16% 4.52% 150,000 (1,444) 148,556 148,782 226
06/05/26 Enterprise Bank
Omaha, NE
09/27/23 Certificate of Deposit n/a 0.85% 4.99% 249,000 (4,355) 244,645 245,995 1,350
06/24/26 First Financial Bank
Dakota Dunes, SD
09/27/23 Certificate of Deposit n/a 3.15% 5.11% 249,000 (2,306) 246,694 248,395 1,701
06/30/26 UBS Bank USA
Salt Lake City, UT
05/19/21 Certificate of Deposit n/a 0.90% 0.90% 245,000 n/a 245,000 241,685 (3,315)
03/10/26 | Item E2 | Attachment 1
Page 13 of 55
MATURITY DESCRIPTION PURCHASE INVESTMENT INVESTMENT STATED FACE PREMIUM/COST OF MARKET UNREALIZED
DATE (ISSUER)DATE TYPE RATING % RATE YIELD VALUE (DISCOUNT)INVESTMENT VALUE GAIN / (LOSS)
City of Atascadero
Investment Report
December 31, 2025
07/01/26 New York Community Bank
Hicksville, NY
06/29/21 Certificate of Deposit n/a 0.85% 0.85% 245,000$ n/a 245,000$ 241,619$ (3,381)$
07/20/26 Southern Bancorp Bank
Arkadelphia, AR
01/19/24 Certificate of Deposit n/a 4.00% 4.00% 249,000 n/a 249,000 249,498 498
07/22/26 Toyota Financial Savings Bank
Henderson, NV
07/22/21 Certificate of Deposit n/a 0.95% 0.95% 245,000 n/a 245,000 241,379 (3,621)
08/01/26 Rancho Adobe Fire Protection
CUSIP #752096AE7
10/14/21 Municipal Security Aa 1.43% 1.25% 260,000 272 260,272 256,474 (3,798)
08/03/26 Bridgewater Bank
St. Louis Pk, MN
11/03/23 Certificate of Deposit n/a 5.15% 5.15% 248,000 n/a 248,000 250,202 2,202
08/13/26 Synchrony Bank
Draper, UT
08/13/21 Certificate of Deposit n/a 0.90% 0.90% 245,000 n/a 245,000 240,940 (4,060)
08/15/26 Dallas TX Ind School District
CUSIP #235308D83
05/09/24 Municipal Security Aaa 4.00% 4.86% 150,000 (746) 149,254 150,305 1,051
08/15/26 El Paso TX
CUSIP #283734Y21
05/09/24 Municipal Security Aa 4.93% 4.93% 110,000 (2,553) 107,447 108,259 812
09/24/26 Federal National Mortgage Assn
CUSIP #3135G0Q22
09/24/21 Government Security Aaa 1.88% 0.80% 500,000 3,931 503,931 493,870 (10,061)
09/29/26 First Bank Richmond
Richmond, IN
09/29/21 Certificate of Deposit n/a 0.55% 0.55% 245,000 n/a 245,000 239,605 (5,395)
10/01/26 California Infrastructure Bonds
CUSIP #13034AL73
10/05/22 Municipal Security AAA 1.04% 4.69% 155,000 (4,130) 150,870 152,080 1,210
10/01/26 Manteca Redevelopment Bonds
CUSIP #56453RBA1
10/05/22 Municipal Security AA 2.04% 4.81% 115,000 (2,319) 112,681 113,552 871
10/13/26 Federal Agricultural Mtge Corp
CUSIP #31424WAN2
11/08/23 Government Security n/a 5.00% 4.77% 700,000 1,231 701,231 707,084 5,853
10/31/26 US Treasury Notes
CUSIP #912828YQ7
11/23/22 Government Security Aaa 1.63% 4.07% 250,000 (4,952) 245,048 246,035 987
11/17/26 Capital One Bank
Glen Allen, VA
11/17/21 Certificate of Deposit n/a 1.10% 1.10% 245,000 n/a 245,000 239,779 (5,221)
11/17/26 Capital One National
McLean, VA
11/17/21 Certificate of Deposit n/a 1.10% 1.10% 245,000 n/a 245,000 239,779 (5,221)
11/17/26 Federal Agricultural Mtge Corp
CUSIP #31422XPS5
09/27/23 Government Security n/a 1.15% 4.86% 500,000 (15,769) 484,231 488,615 4,384
12/21/26 Federal Home Loan Bank
CUSIP #3130AQF65
12/30/21 Government Security Aaa 1.25% 1.26% 500,000 (36) 499,964 489,205 (10,759)
03/10/26 | Item E2 | Attachment 1
Page 14 of 55
MATURITY DESCRIPTION PURCHASE INVESTMENT INVESTMENT STATED FACE PREMIUM/COST OF MARKET UNREALIZED
DATE (ISSUER)DATE TYPE RATING % RATE YIELD VALUE (DISCOUNT)INVESTMENT VALUE GAIN / (LOSS)
City of Atascadero
Investment Report
December 31, 2025
12/28/26 Federal Farm Credit Bank
CUSIP #3133EJ4E6
01/18/22 Government Security Aaa 3.13% 1.58% 200,000$ 3,030$ 203,030$ 199,136$ (3,894)$
12/31/26 Bank Kremlin
Kremlin, OK
12/31/21 Certificate of Deposit n/a 1.05% 1.05% 245,000 n/a 245,000 238,919 (6,081)
01/15/27 San Joaquin Hills Trans Agency
CUSIP # 798111HF0
01/19/22 Municipal Security A2 2.15% 1.88% 500,000 1,387 501,387 492,290 (9,097)
01/19/27 First Foundation Bank
Irvine, CA
10/25/23 Certificate of Deposit n/a 4.70% 5.05% 230,000 (806) 229,194 232,500 3,306
01/28/27 First Bank Hamilton
Hamilton, NJ
07/28/25 Certificate of Deposit n/a 3.95% 3.95% 245,000 n/a 245,000 245,813 813
02/10/27 Federal Agriculture Mtge Corp
CUSIP #31422XTX0
02/17/22 Government Security n/a 1.60% 1.96% 550,000 (2,161) 547,839 538,351 (9,488)
02/17/27 Beal Bank USA
Las Vegas, NV
02/23/22 Certificate of Deposit n/a 1.90% 1.90% 245,000 n/a 245,000 240,419 (4,582)
02/23/27 Sallie Mae Bank
Salt Lake City, UT
10/13/22 Certificate of Deposit n/a 2.20% 4.17% 184,000 (4,025) 179,975 181,080 1,105
03/01/27 Sonoma Marin Area Rail Transit
CUSIP #835588BA1
12/07/22 Municipal Security AA 1.73% 4.45% 500,000 (15,267) 484,733 487,950 3,217
03/12/27 Federal Home Loan Bank
CUSIP #3130A3DU5
03/17/22 Government Security Aaa 3.00% 2.20% 500,000 4,691 504,691 496,810 (7,881)
03/16/27 American Express Nat'l Bank
Sandy, UT
03/16/22 Certificate of Deposit n/a 2.00% 2.00% 245,000 n/a 245,000 240,374 (4,626)
03/17/27 Beal Bank
Plano, TX
03/23/22 Certificate of Deposit n/a 2.00% 2.00% 245,000 n/a 245,000 239,943 (5,057)
04/12/27 Bank of America
National Association
04/10/25 Certificate of Deposit n/a 4.00% 4.00% 245,000 n/a 245,000 246,164 1,164
04/14/27 Comenity Capital Bank
Draper, UT
04/14/22 Certificate of Deposit n/a 2.65% 2.65% 245,000 n/a 245,000 242,011 (2,989)
04/30/27 US Treasury Notes
CUSIP # 91282CEN7
01/18/23 Government Security Aaa 2.75% 3.64% 1,000,000 (11,475) 988,525 990,310 1,785
05/01/27 LA Unified School District
CUSIP # 544646A77
05/11/22 Municipal Security Aa3 5.72% 3.81% 500,000 12,440 512,440 511,240 (1,200)
05/15/27 US Treasury Notes
CUSIP #912828X88
05/24/22 Government Security Aaa 2.38% 2.87% 500,000 (3,252) 496,748 492,460 (4,288)
06/09/27 Federal Home Loan Bank
CUSIP #3130A5JU4
06/22/22 Government Security Aaa 3.04% 3.43% 200,000 (1,070) 198,930 198,852 (78)
03/10/26 | Item E2 | Attachment 1
Page 15 of 55
MATURITY DESCRIPTION PURCHASE INVESTMENT INVESTMENT STATED FACE PREMIUM/COST OF MARKET UNREALIZED
DATE (ISSUER)DATE TYPE RATING % RATE YIELD VALUE (DISCOUNT)INVESTMENT VALUE GAIN / (LOSS)
City of Atascadero
Investment Report
December 31, 2025
06/11/27 Federal Home Loan Bank
CUSIP #3130ASGU7
06/22/22 Government Security Aaa 3.50% 3.41% 200,000$ 270$ 200,270$ 199,738$ (532)$
06/15/27 Federal Farm Credit Bank
CUSIP #3133EHNR0
06/22/22 Government Security Aaa 2.58% 3.43% 480,000 (5,706) 474,294 473,530 (764)
07/01/27 Sequoia CA Union High
CUSIP #817409N50
05/10/23 Municipal Security AA1 1.95% 4.20% 350,000 (11,300) 338,700 341,957 3,257
07/16/27 Federal Farm Credit Bank
CUSIP #3133EAXT0
07/26/22 Government Security Aaa 2.75% 2.98% 135,000 (459) 134,541 133,392 (1,149)
07/20/27 Federal Farm Credit Bank
CUSIP #3133ELV92
10/25/23 Government Security Aaa 0.77% 4.86% 500,000 (30,154) 469,846 479,695 9,849
08/01/27 Corona Norco Ca Unif Sch Dist
CUSIP # 219764SB4
08/04/22 Municipal Security AA- 2.30% 3.63% 250,000 (5,072) 244,928 244,835 (93)
08/01/27 Escondido CA Unif Sch Dist
CUSIP # 2963871UV7
08/05/22 Municipal Security AA2 1.13% 3.53% 100,000 (3,658) 96,342 96,115 (227)
08/01/27 Martinez CA Uni Sch Dist
CUSIP # 573428MN6
08/04/22 Municipal Security AA 1.26% 3.43% 250,000 (8,271) 241,729 240,783 (947)
08/01/27 San Marcos CA Uni Sch Dist
CUSIP # 798755GC2
08/05/22 Municipal Security AA 2.31% 3.68% 185,000 (3,852) 181,148 181,139 (9)
08/01/27 Southwestern Comm College
CUSIP # 845389LS2
08/04/22 Municipal Security AA- 1.53% 3.53% 155,000 (4,720) 150,280 149,852 (428)
08/26/27 Federal Agriculture Mtge Corp
CUSIP #31422XF23
09/02/22 Government Security n/a 3.20% 3.49% 500,000 (2,295) 497,705 497,385 (320)
09/15/27 Luminate Bank
Minnetonka, MN
09/15/22 Certificate of Deposit n/a 3.40% 3.40% 245,000 n/a 245,000 243,905 (1,095)
09/15/27 Ponce de Leon Fed Bank
Bronx, NY
09/15/22 Certificate of Deposit n/a 3.50% 3.50% 245,000 n/a 245,000 244,309 (691)
09/15/27 University of Pittsburgh
CUSIP # 798755GC2
09/15/22 Municipal Security AA+ 3.18% 3.81% 500,000 (5,150) 494,850 495,975 1,125
10/08/27 Federal National Mortgage Assn
CUSIP #3135G05Y5
10/12/22 Government Security Aaa 0.75% 4.12% 1,000,000 (56,953) 943,047 953,340 10,293
10/31/27 US Treasury Notes
CUSIP # 91282CAU5
11/09/22 Government Security Aaa 0.50% 4.31% 600,000 (39,897) 560,103 568,524 8,421
11/15/27 Tulare CA Sewer Rev
CUSIP #899124MH1
04/12/23 Municipal Security AA 1.93% 4.47% 325,000 (14,680) 310,320 314,158 3,838
11/15/27 US Treasury Notes
CUSIP # 9128283F5
12/07/22 Government Security Aaa 2.25% 3.79% 500,000 (13,766) 486,234 488,905 2,671
03/10/26 | Item E2 | Attachment 1
Page 16 of 55
MATURITY DESCRIPTION PURCHASE INVESTMENT INVESTMENT STATED FACE PREMIUM/COST OF MARKET UNREALIZED
DATE (ISSUER)DATE TYPE RATING % RATE YIELD VALUE (DISCOUNT)INVESTMENT VALUE GAIN / (LOSS)
City of Atascadero
Investment Report
December 31, 2025
12/01/27 Federal Agricultural Mtge Corp
CUSIP #31422XR95
10/20/23 Government Security n/a 4.03% 5.04% 500,000$ (9,102)$ 490,898$ 503,515$ 12,617$
12/15/27 Forbright Bank
Potomac, MD
12/15/22 Certificate of Deposit n/a 4.00% 4.00% 245,000 n/a 245,000 246,384 1,384
12/16/27 Community West Bank NA
Goleta, CA
12/16/22 Certificate of Deposit n/a 4.00% 4.00% 245,000 n/a 245,000 246,384 1,384
01/12/28 Inter-American Dev Bank
CUSIP # 4581X0EH7
01/19/23 Supranational Security Aaa 4.00% 3.70% 1,000,000 5,869 1,005,869 1,008,160 2,291
02/10/28 First National Bk of Michigan
Kalamazoo, MI
02/10/23 Certificate of Deposit n/a 3.70% 3.70% 249,000 n/a 249,000 248,928 (72)
02/15/28 Belmont Bank & Trust
Chicago, IL
02/15/23 Certificate of Deposit n/a 3.75% 3.75% 249,000 n/a 249,000 249,177 177
02/15/28 US Treasury Notes
CUSIP # 9128283W8
02/01/23 Government Security Aaa 2.75% 3.64% 500,000 (9,043) 490,957 492,460 1,503
02/17/28 Vision Bank
St. Louis, MN
02/17/23 Certificate of Deposit n/a 3.75% 3.75% 249,000 n/a 249,000 249,174 174
03/10/28 Federal Home Loan Bank
CUSIP # 3130ATS57
03/15/23 Government Security Aaa 4.50% 3.90% 600,000 7,501 607,501 612,546 5,045
03/17/28 Affinity Bank
Covington, GA
03/17/23 Certificate of Deposit n/a 4.90% 4.90% 245,000 n/a 245,000 251,118 6,118
03/20/28 Bank Five Nine
Oconomowoc, WI
03/20/23 Certificate of Deposit n/a 4.65% 4.65% 245,000 n/a 245,000 249,834 4,834
04/01/28 California State Bonds-GO
CUSIP #13063DGC6
04/12/23 Municipal Security AA 3.50% 3.98% 525,000 (5,347) 519,653 523,761 4,108
04/01/28 California State Bonds-Taxable
CUSIP #13063DGC6
04/12/23 Municipal Security AA 3.50% 3.98% 150,000 (1,528) 148,472 149,646 1,174
04/06/28 Morgan Stanley Bank
Salt Lake City, UT
09/28/23 Certificate of Deposit n/a 4.65% 4.69% 244,000 (201) 243,799 248,807 5,008
05/12/28 Central Bank
Little Rock, AR
05/12/23 Certificate of Deposit n/a 3.85% 3.85% 249,000 n/a 249,000 250,496 1,496
05/16/28 CIBC Bank
Chicago, IL
05/16/23 Certificate of Deposit n/a 4.35% 4.35% 244,000 n/a 244,000 247,375 3,375
05/16/28 Univest Bank & Trust
Souderton, PA
05/16/23 Certificate of Deposit n/a 4.40% 4.40% 249,000 n/a 249,000 252,760 3,760
05/30/28 Idaho First Bank
McCall, ID
05/30/23 Certificate of Deposit n/a 4.20% 4.20% 245,000 n/a 245,000 252,568 7,568
03/10/26 | Item E2 | Attachment 1
Page 17 of 55
MATURITY DESCRIPTION PURCHASE INVESTMENT INVESTMENT STATED FACE PREMIUM/COST OF MARKET UNREALIZED
DATE (ISSUER)DATE TYPE RATING % RATE YIELD VALUE (DISCOUNT)INVESTMENT VALUE GAIN / (LOSS)
City of Atascadero
Investment Report
December 31, 2025
05/31/28 Customers Bank
Phoenixville, PA
05/31/23 Certificate of Deposit n/a 4.45% 4.45% 244,000$ n/a 244,000$ 251,388$ 7,388$
06/09/28 Federal Home Loan Bank
CUSIP #3130AEB25
06/20/23 Government Security AA+ 3.25% 4.03% 170,000 (3,044) 166,956 168,989 2,033
06/30/28 Federal Home Loan Bank
CUSIP #3130AWN63
08/03/23 Government Security Aaa 4.00% 4.33% 500,000 (3,870) 496,130 506,420 10,290
07/06/28 HSBC Bank USA
McLean, VA
07/18/23 Certificate of Deposit n/a 3.30% 4.57% 249,000 (7,535) 241,465 245,950 4,485
07/24/28 Valley National Bank
Passaic, NJ
07/22/25 Certificate of Deposit n/a 4.00% 4.00% 245,000 n/a 245,000 246,450 1,450
07/26/28 Park State Bank
Duluth, MN
07/26/23 Certificate of Deposit n/a 4.45% 4.45% 249,000 n/a 249,000 253,263 4,263
07/31/28 Medallion Bank
Salt Lake City, UT
07/31/23 Certificate of Deposit n/a 4.40% 4.40% 249,000 n/a 249,000 252,999 3,999
08/01/28 New York City Transitional Fin Auth
CUSIP #64971XBN7
08/16/23 Municipal Security Aa1 4.90% 4.90% 850,000 (35,797) 814,203 836,400 22,197
08/17/28 United Fidelity Bank FBS
Evansville, IN
09/13/23 Certificate of Deposit n/a 4.50% 4.50% 249,000 n/a 249,000 253,636 4,636
09/05/28 Discover Bank
Greenwood, DE
09/07/23 Certificate of Deposit n/a 4.55% 4.55% 244,000 n/a 244,000 248,970 4,970
09/13/28 Optum Bank Inc
Draper, UT
09/13/23 Certificate of Deposit n/a 4.55% 4.55% 244,000 n/a 244,000 248,885 4,885
09/21/28 Merrick Bank
South Jordan, UT
09/21/23 Certificate of Deposit n/a 4.50% 4.50% 249,000 n/a 249,000 253,746 4,746
09/27/28 Legacy Bank & Trust
Mountain Grove, MO
09/27/23 Certificate of Deposit n/a 4.50% 4.50% 249,000 n/a 249,000 253,766 4,766
09/29/28 Star Bank
Maple Lake, MN
09/29/23 Certificate of Deposit n/a 4.65% 4.65% 244,000 n/a 244,000 249,568 5,568
10/17/28 Southern First Bank
Greensville, SC
10/26/23 Certificate of Deposit n/a 4.85% 4.85% 244,000 n/a 244,000 251,415 7,415
10/23/28 Federal Home Loan Bank
CUSIP #3130AXLQ9
10/25/23 Government Security Aaa 5.03% 4.89% 500,000 1,788 501,788 518,475 16,687
10/27/28 Iowa State Bank
Clarksville, IA
10/27/23 Certificate of Deposit n/a 4.70% 4.70% 249,000 n/a 249,000 255,190 6,190
11/14/28 Wells Fargo Bank
Sioux Falls, SD
11/14/23 Certificate of Deposit n/a 5.05% 5.05% 248,000 n/a 248,000 256,593 8,593
03/10/26 | Item E2 | Attachment 1
Page 18 of 55
MATURITY DESCRIPTION PURCHASE INVESTMENT INVESTMENT STATED FACE PREMIUM/COST OF MARKET UNREALIZED
DATE (ISSUER)DATE TYPE RATING % RATE YIELD VALUE (DISCOUNT)INVESTMENT VALUE GAIN / (LOSS)
City of Atascadero
Investment Report
December 31, 2025
11/16/28 Federal Home Loan Bank
CUSIP #3130AFFX0
12/12/23 Government Security Aaa 3.25% 4.29% 500,000$ (13,909)$ 486,091$ 497,125$ 11,034$
12/01/28 Sulphur Springs CA Uni Sch District
CUSIP #865485EL6
12/07/23 Municipal Security A2 1.97% 4.58% 110,000 (7,733) 102,267 103,905 1,638
12/04/28 Federal Agricultural Mtge Corp
CUSIP #31424WCR1
12/12/23 Government Security n/a 4.38% 4.33% 750,000 874 750,874 765,090 14,216
12/04/28 Federal Farm Credit Bank
CUSIP #3133EHZ48
05/08/24 Government Security Aaa 2.77% 4.49% 194,000 (9,085) 184,915 189,344 4,429
01/05/29 San Joaquin Hills CA
CUSIP #798111HH6
11/24/25 Municipal Security n/a 3.80% 3.80% 500,000 (18,565) 481,435 480,540 (895)
01/18/29 Federal Farm Credit Bank
CUSIP #3133EPW84
01/19/24 Government Security AA+ 3.88% 4.04% 750,000 (3,468) 746,532 757,538 11,006
01/26/29 Old Dominion National Bank
North Garden, VA
01/26/24 Certificate of Deposit n/a 3.85% 3.85% 249,000 n/a 249,000 249,451 451
01/26/29 Parkside Financial Bank
Clayton, MO
01/26/24 Certificate of Deposit n/a 3.85% 3.85% 249,000 n/a 249,000 249,451 451
02/13/29 Federal Farm Credit Bank
CUSIP #3133EP3B9
02/14/24 Government Security AA+ 4.13% 4.28% 1,250,000 (5,428) 1,244,572 1,269,938 25,366
03/09/29 Federal Home Loan Bank
CUSIP #3130AVBD3
04/10/24 Government Security AA+ 4.50% 4.47% 1,000,000 751 1,000,751 1,027,720 26,969
04/10/29 Federal Farm Credit Bank
CUSIP #3133ERAK7
04/17/24 Government Security AA+ 4.38% 4.71% 1,000,000 (9,984) 990,016 1,024,110 34,094
05/01/29 Pasadena CA Ref Taxable
CUSIP #70227RBQ2
05/03/24 Municipal Security Aaa 2.30% 4.95% 330,000 (26,634) 303,366 313,101 9,735
05/15/29 Federal National Mortgage Assn
CUSIP #31359MEU3
05/16/24 Government Security AA+ 6.25% 4.36% 750,000 43,990 793,990 812,460 18,470
06/08/29 Federal Home Loan Bank
CUSIP #3130B1BC0
06/11/24 Government Security Aaa 4.63% 4.49% 1,000,000 4,118 1,004,118 1,032,850 28,732
06/12/29 Morgan Stanley Private Bank
National Association
06/12/24 Certificate of Deposit n/a 4.70% 4.70% 244,000 n/a 244,000 250,956 6,956
07/05/29 Federal Farm Credit Bank
CUSIP #3133ERKJ9
07/11/24 Government Security Aaa 4.38% 4.18% 1,000,000 6,244 1,006,244 1,022,130 15,886
07/17/29 BNY Mellon
National Association
07/17/24 Certificate of Deposit n/a 4.15% 4.15% 244,000 n/a 244,000 246,635 2,635
08/01/29 Federal Farm Credit Bank
CUSIP #3133ERNC1
08/14/24 Government Security Aaa 4.13% 3.66% 1,000,000 15,598 1,015,598 1,017,040 1,442
03/10/26 | Item E2 | Attachment 1
Page 19 of 55
CityofAtascadero
Investment Report
December 31,2025
MATURITY
DATE
DESCRIPTION
(ISSUER)
PURCHASE
DATE
INVESTMENT
TYPE
PREMIUM/
(DISCOUNT)
INVESTMENT
RATING
STATED
%RATE
FACE
VALUE
COSTOF
INVESTMENT
MARKET
VALUE
UNREALIZED
GAIN/(LOSS)YIELD
09/01/29 California State
CUSIP #13063EBP0
09/18/24 MunicipalSecurity $500,000 $26,192 $Aa2 5.13%526,192 $523,065 $(3,127)3.59%
10/01/29 California ST
CUSIP #13063DRE0
07/16/25 Municipal Security Aa2 2.50%4.11%(13,029)235,000 221,971 224,637 2,666
11/26/29 GoldmanSachsBank
New York,NY
11/25/25 Certificateof Deposit Aa 2.47%3.77%n/a245,000 245,000 244,833 (167)
01/31/30 US TreasuryNotes
CUSIP #91282CMG3
02/21/25 Government Security Aaa 4.25%4.32%1,000,000 (2,415)997,585 1,022,230 24,645
01/31/30 USTreasuryNotes
CUSIP #91282CMG3
03/12/25 Government Security Aaa 4.25%3.97%1,000,000 10,399 1,010,399 1,022,230 11,831
03/31/30 04/09/25USTreasuryNotes
CUSIP #91282CGS4
Government Security Aaa 3.63%(9,190)3.86%1,000,000 990,810 998,130 7,320
04/30/30 USTreasuryNotes
CUSIP#91282CGZ8
05/07/25 Government Security Aaa 3.50%3.91%(16,221)1,000,000 983,779 992,770 8,991
07/01/30 FloridaSt Board
CUSIP#341271AF1
11/19/25 Municipal Security Aa2 2.15%(35,710)3.90%500,000 464,290 460,055 (4,235)
07/25/30 Security Bank
Paris,TN
07/25/25 Certificate of Deposit n/a n/a3.85%3.85%245,000 245,000 (196)244,804
08/01/30 Tennessee ValleyAuthority
CUSIP#880591FE7
11/19/25 Government Security Aal 3.88%3.74%500,000 2,764 502,764 502,200 (564)
TotalFunds Managed bytheCity (378,852)63,899,683 63,520,831 63,923,375 402,543
FundsManagedby FiscalAgentor Trustee
Aa2n/a n/a Bond Funds $BNY WesternTrust-2024 Bonds
Trustee n/a $23,482 $n/a 23,482 $0.00%23,482
Aa2n/a BNY Mellon-2025 Bonds
Trustee
n/a Bond Funds n/a n/a0.00%3,080,460 3,080,460 3,080,460
GuaranteedInvestment
n/a Contractn/a Toronto-DominionBank-2025 Bonds n/aAa33.73%3.73%27,086,899 27,086,899 27,086,899
Total FundsManagedby FiscalAgent 30,190,841 30,190,841 30,190,841
$94,090,524 $(378,852)$93,711,672 $94,114,216 $402,543
Average Maturity of Total Portfolio 691Days
Weighted AverageYield ofTotalPortfolio3.7%
Certification:
It has been verifiedthat this investment portfolio isin conformity with the Cityof Atascadero'sinvestment policy,which was approved by the CityCouncilon October 22,2024.
The CityTreasurer certifies thatthere is sufficientliquidity to meet the Cityof Atascadero's estimatedfutureexpendituresfor a period of sixjnonths.
Cynthia Chavez^Deputy Directorof AdministrativeServices
Verified by :
Jeri Rangel -CityTreasurer
Approved by:
03/10/26 | Item E2 | Attachment 1
Page 20 of 55
City of Atascadero
Investments by Type
December 2025
December 2025Investment
10,347,204LAIF$
1,089,479Money Market
15,033,695Certificates of Deposit
27,976,797Government Securities
8,067,787Municipal Securities
1,005,869Supranational Securities
30,190,841Cash with Fiscal Agents
93,711,672$
LAIF
11%
Money Market
1%
Certificates of
Deposit
16%
Government
Securities
30%
Municipal Securities
9%Supranational
Securities
1%
Cash with Fiscal
Agents
32%
03/10/26 | Item E2 | Attachment 1
Page 21 of 55
City of Atascadero
Investments by Maturity *
December 2025
Investment December 2025
11,436,683On Demand $
735,000Within One Month
9,987,099One Month to One Year
41,362,049One to Five Years
63,520,831$
* Cash with fiscal agent is not included in the totals for this graph because the amounts are restricted based on
bond covenants, and therefore, the City doesn't retain the option to liquefy these funds at will.
On Demand
18%
Within One Month
1%
One Month to One Year
16%
One to Five Years
65%
03/10/26 | Item E2 | Attachment 1
Page 22 of 55
City of Atascadero
Investments by Custodial Agent
December 2025
Custodial Agent December 2025
10,347,204State of California $
52,084,148US Bank
3,103,942Bank of New York
1,089,479Mechanics Money Market
Toronto-Dominion Bank 27,086,899
93,711,672$
State of California
11%
US Bank
56%
Bank of New York
3%
Mechanics Money
Market
1%
Toronto-Dominion
Bank
29%
03/10/26 | Item E2 | Attachment 1
Page 23 of 55
City of Atascadero
Investment Yield vs. 2-Year Treasury Yield
For the Quarter Ended December 31, 2025
City Yield
2-Yr Treasury
Weighted
Portfolio Yield
December 2023 3.12%3.10%
March 2024 3.23%3.20%
June 2024 3.68%3.67%
September 2024 3.53%3.39%
December 2024 3.52%3.48%
March 2025 3.69%3.67%
June 2025 3.76%3.73%
September 2025 3.69%3.63%
December 2025 3.70%3.63%
0.00%
0.50%
1.00%
1.50%
2.00%
2.50%
3.00%
3.50%
4.00%
City Yield 2-Yr Treasury Weighted Portfolio Yield
03/10/26 | Item E2 | Attachment 1
Page 24 of 55
CITY OF ATASCADERO
CITY COUNCIL STAFF REPORT Item E3
Department: Public Works
Date: 03/10/26
Placement: Consent
TO: JAMES R. LEWIS, CITY MANAGER
FROM: NICK DE BAR, DIRECTOR OF PUBLIC WORKS/CITY ENGINEER
PREPARED BY: RYAN HAYES, DEPUTY DIRECTOR OF PUBLIC WORKS
SUBJECT: Old Morro Road Functional Classification Change
RECOMMENDATION:
Council adopt Draft Resolution approving the submittal of a functional classification change
request for Old Morro Road to Caltrans.
DISCUSSION:
Old Morro Road is an approximately 20’ wide City owned and maintained two lane road,
extending 1.76 miles between its eastern and western intersections with Highway 41 in west
Atascadero. Originally constructed in 1915, large sections of Old Morro Road were reconstructed
later as part of what is currently Highway 41. However, there are several segments of the original
roadway which remain, including Old Morro Road.
Old Morro Road is classified as a local street, both in the Atascadero General Plan and on the
Caltrans Functional Classification Map, since it normally serves as access for a limited number of
homes and has low average daily traffic volumes. The existing roadway surface is in poor
condition, and there are also a number of locations with subgrade stability issues, including a
small portion which has been reduced to a single lane due to a slope failure in 2023. As a result,
Old Morro Road is scheduled to be rehabilitated as part of the 2030 F-14 Pavement Rehabilitation
Project.
Despite these planned repairs, the area geology and original construction method of Old Morro
Road will continue to leave it vulnerable to natural disasters like earthquakes and large storms.
Although Old Morro Road is classified as a local road and normally sees limited traffic, when
vehicular accidents or other conditions require the closure of the parallel segment of Highway 41
that contains the steep double “S” curves, Old Morro Road becomes the de facto detour route.
Subsequently, maintaining Old Morro Road is critical to providing local and regional traffic access,
as well as emergency response.
One of the primary funding sources for roadway repairs resulting from natural disasters is the
Federal Highway Administration (FHWA) Emergency Relief Program. This program is administered
through Caltrans and roadways considered “on-network” are eligible for funding for damages
sustained during declared disasters. In order to be classified as “on-network,” a roadway must
have a Caltrans Functional Classification as a “Major Collector.” Due to the importance of Old
Page 25 of 55
03/10/26 | Item E3 | Staff Report
Morro Road as a parallel ingress/egress and emergency access route, the attached draft
resolution authorizes submittal of a request to Caltrans to change the functional classification of
Old Morro Road from “Local” to “Major Collector.” If granted by Caltrans, this change would make
Old Morro Road eligible for FHWA Emergency Relief funding for damages sustained during
declared natural disasters. The reclassification would not allow for funding for routine operations
and maintenance, or damages sustained that were not associated with a declared natural
disaster.
If Council adopts the draft resolution, staff will submit a package to Caltrans requesting a
functional classification change, which includes the resolution, roadway map, and a concurrence
letter from SLOCOG. The request must then be reviewed and approved by the Caltrans division
coordinator, Caltrans headquarters and FHWA. Granting of a new functional classification is not
assured but approval by Council to submit the request package to Caltrans is the first step in the
process.
ALTERNATIVES TO THE STAFF RECOMMENDATION:
Council may choose to not adopt the resolution. This alternative is not recommended as the
functional classification change request process cannot move forward without formal Council
authorization.
FISCAL IMPACT:
There are no expected fiscal impacts associated with adoption of this resolution. If the functional
classification change is approved by Caltrans and FHWA, Old Morro Road would become eligible
for emergency funding during declared natural disasters, potentially saving the City significant
costs in the future.
REVIEWED BY OTHERS:
This item has been reviewed by the City Attorney.
REVIEWED AND APPROVED FOR COUNCIL AGENDA
James R. Lewis, City Manager
ATTACHMENT(S):
1. Draft Resolution
Page 26 of 55
03/10/26 | Item E3 | Attachment 1
DRAFT RESOLUTION
RESOLUTION OF THE CITY COUNCIL OF THE CITY OF
ATASCADERO, CALIFORNIA, APPROVING THE SUBMITTAL OF A
FUNCTIONAL CLASSIFICATION CHANGE FOR OLD MORRO ROAD
TO STATE OF CALIFORNIA, DEPARTMENT OF TRANSPORTATION
WHEREAS, incorporated cities are responsible for initiating requests for changes to the
functional classification of streets and roads under their jurisdiction; and
WHEREAS, the City of Atascadero receives State and Federal road improvements and
maintenance funding based on street and road designation; and
WHEREAS, Old Morro Road serves as a detour for regional and local traffic when the
closure of the adjacent State Highway is required; and
WHEREAS, said Functional Classification Change, as presented in Exhibit A, has been
reviewed and examined by the City Council of the City of Atascadero.
NOW, THEREFORE BE IT RESOLVED, by the City Council of the City of Atascadero
that it does hereby approve the submittal of a Functional Classification Change for Old Morro
Road to the State of California, Department of Transportation.
PASSED AND ADOPTED at a regular meeting of the City Council held on the 10th day of
March, 2026.
On motion by Council Member _________ and seconded by Council Member _______, the
foregoing Resolution is hereby adopted in its entirety on the following roll call vote:
AYES:
NOES:
ABSENT:
ABSTAIN:
CITY OF ATASCADERO
___________________________________
Charles Bourbeau, Mayor
ATTEST:
___________________________________
Lara K. Christensen, City Clerk
Page 27 of 55
EXHIBIT A
OLD MORRO ROAD
FUNCTIONAL CLASSIFICATION CHANGE
SCALE:1"=1000'
03/10/26 | Item E3 | Attachment 1| Exhibit A
Page 28 of 55
CITY OF ATASCADERO
CITY COUNCIL STAFF REPORT Item H1
Department: Public Works
Date: 03/10/26
Placement: Management
Report
TO: JAMES R. LEWIS, CITY MANAGER
FROM: NICK DE BAR, DIRECTOR OF PUBLIC WORKS/CITY ENGINEER
PREPARED BY: RYAN BETZ, PUBLIC WORKS ANALYST
SUBJECT: Proposed Sewer Service Charge Rate Increase
RECOMMENDATIONS:
Council:
1. Direct staff to administer the Proposition 218 majority protest process and send out notice
of the proposed sewer service charge rate increases to all property owners connected to the
municipal sanitary sewer system.
2. Set a Public Hearing on May 12, 2026 for the City Council’s consideration of the proposed
sewer service charge rate increases.
REPORT IN BRIEF:
The City is proposing to increase sewer service charge rates in order to accommodate the costs
of providing wastewater services. Sewer service charges are monthly service charges levied and
imposed upon any occupied premises within the City having any sewer connection to the City’s
wastewater system. Escalating wastewater costs are due to a number of key factors including,
but not limited to, rising treatment (chemicals and technical analysis) and energy costs; impacts
of regulation and legislation; and past and continued critical upgrades and replacement of
wastewater facilities and infrastructure. Increasing wastewater rates must comply with
Proposition 218, which requires certain procedures be followed with regard to “property-related”
fee increases imposed by governmental agencies. This report provides an analysis of the rate
increases and identifies the procedures to implement the proposed rates.
DISCUSSION:
BACKGROUND
The City of Atascadero provides wastewater collection and treatment service for nearly all
commercial and industrial properties, as well as a portion of the City’s residential population.
Sewered parcels are generally within the more urban core of Atascadero, with approximately
2,000 acres of the roughly 15,000 acres within the City boundary connected to the sewer system.
Within this area, there are approximately 5,500 parcels, with the remainder of the City’s
population served by private on-site septic systems. Wastewater services are considered a
Page 29 of 55
03/10/26 | Item H1 | Staff Report
community investment that helps ensure public health and safety, economic prosperity, and
maximizes land use potential and reasonable development and expansion for businesses,
residents and other community buildings. The City of Atascadero assumed ownership and
operation of the wastewater collection and treatment system from the Atascadero County
Sanitation District in 1982 shortly afler incorporation (1979). While there have been upgrades,
modifications, and additions to wastewater treatment facilities, the overall process has not
changed significantly since 1982 and is considered a stabilization pond treatment system. Such
systems are no longer permittable or able to be operated or built as a result of the regulatory
environment in California.
WASTEWATER FUNDING
Agencies that provide water and wastewater services customarily use water consumption during
winter months as a basis for the year-round sewer service charges at a volumetric rate. In
Atascadero, customers connected to the City’s sanitary sewer system are billed a fixed charge for
the City’s service to collect and treat the wastewater, which is called a sewer service charge or
wastewater service charge. This fixed rate methodology is used since the City is not the water
supplier and does not have access to individual customer water consumption data without the
customer’s or Atascadero Mutual Water Company’s consent. The fixed charge used by the City is
based upon Equivalent Dwelling Units (EDUs), where one EDU is the basis for a single-family
residence (SFR) service charge, which is based upon an estimated average daily flow of 240
gallons of wastewater and typical wastewater strength. Other user types are assigned a multiple
or fraction of an EDU based upon expected average daily flow and strength of wastewater
compared to that of an SFR. For example, an apartment or condo is 0.75 EDUs and charged 0.75
times that of a SFR service charge, and a restaurant with less than 40 seats is four EDUs and
charged 4 times that of a SFR service charge. The increased charge for a restaurant or certain
other commercial uses is not just based on volume but also on the strength of the wastewater
which may include cleaners, other chemical products, and stronger waste materials that impact
the treatment process. Currently, there is a total of approximately 8,300 EDUs connected to the
City system.
Sewer service charges are collected by placing a levy each year on the property taxes of individual
customers, administered by the County of San Luis Obispo. The City provides data to the County
including the Assessor’s Parcel Number (APN) and the associated sewer service charge being
levied on the property. The charge is included as a line item on the customer’s property tax
statements. Revenue from sewer service charges is paid to the City twice each year. Last year
Council adopted the current monthly rate of $57.06 per EDU, which went into effect in July 2025.
This rate was calculated as part of the most recent five-year wastewater rate study, which
evaluated costs and revenues for Fiscal Years 2026 through 2031. A previous five-year rate study
was conducted in 2019, prior to which wastewater rates had remained unchanged since 1994.
WASTEWATER CAPITAL NEEDS
The City’s wastewater system is comprised of two components: wastewater collection and
wastewater treatment. The wastewater collection system is the system of pipes, manholes and
Page 30 of 55
03/10/26 | Item H1 | Staff Report
lifl stations that convey wastewater from individual properties to the wastewater treatment
plant. The Wastewater Treatment Plant, also known as the Water Reclamation Facility (WRF),
receives and treats all wastewater from the collection system. The WRF was originally
constructed in 1980 and is classified as a stabilized pond treatment system. Such systems are no
longer permittable or able to be operated or built as a result of the regulatory environment in
California. New state regulations require more stringent eftfuent discharge parameters,
effectively prohibiting the continued use of stabilized pond treatment systems and requiring that
the City construct a new secondary treatment system and modernize the plant. In addition to
the plant improvements, there are also significant upgrades needed to the collection system to
replace aging and undersized infrastructure, including lifl station and force main replacement
projects.
Facing these challenges, the City Manager established a Task Force on Wastewater (Task Force),
a cross-section of stakeholders including residents, business owners and developers to learn more
about the wastewater system and discuss meaningful solutions. At the November 12, 2025,
Council meeting, staff provided an update on the success of the Task Force efforts and the next
steps including moving forward with the design for the WRF improvements and modernization,
preparing a Customer User Classification Study and considering a FY 26/27 sewer service charge
increase for FY26/27. Black & Veatch is currently working on design for the treatment plant
improvements, and HDR is currently working on the Customer User Classification Study which is
expected to be completed and presented to Council by late 2026. A preliminary cost estimate for
plant improvements is also expected by late 2026 which, along with the new customer
classifications, will be used in a new wastewater rate study in early 2027.
WASTEWATER RATE ANALYSIS
The City is dedicated to keeping rates low by maintaining lean staffing levels, absorbing increasing
operational and maintenance costs, and using reserves when necessary. Tuckfield & Associates,
an independent financial consultant, completed a comprehensive wastewater rate study for the
City’s wastewater enterprise in April 2025. This study analyzed the City’s wastewater services,
wastewater enterprise revenue and revenue requirements, and current rate structure. The study
also analyzed and determined the cost of providing wastewater services and their corresponding
impacts to customers’ bills. This analysis identified several key factors that result in the proposed
rates. These key factors include, but are not limited to:
• Rising treatment and energy costs
• Impacts of regulation and legislation
• Past and continued critical upgrades and/or replacement of wastewater facilities and
infrastructure
Based upon this analysis, the wastewater rate study recommends annual increases of 18.5% over
the next several years to fund the WRF design, operations and maintenance and emergency work
in the collection system. Staff recognize that future rate increases, principally related to the
investment for the WRF Retrofit and Secondary Treatment Improvement project, will be
necessary and the subject of discussion over the upcoming year while working on a
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03/10/26 | Item H1 | Staff Report
comprehensive implementation plan. The current monthly sewer service charge of $57.06 per
EDU (equivalent to a single-family residence) is proposed to increase by $10.54 for a total monthly
rate of $67.60 in FY26/27. The table on the next page shows the current and proposed FY26/27
sewer service charges for the various connection user categories. The proposed increase for the
City of Atascadero was compared to neighboring communities in San Luis Obispo County as of
January 2026 and is below the median in San Luis Obispo County. While rates would remain
below the median over the next several years, major required capital improvements will likely
move Atascadero’s rates above the median in future years.
Current Proposed1
Residential Fixed Charges
Single Family 1.00 Dwelling Unit 57.06$ 67.60$
Apartment, Condo 0.75 Dwelling Unit 42.79$ 50.70$
Mobile Home 0.60 Spaces 34.23$ 40.56$
Senior Apartment Unit 0.35 Dwelling Unit 19.97$ 23.66$
Non-Residential Fixed Charges -$
Financial Institutions 2.00 Unit 114.12$ 135.20$
Bars 1.50 Unit 85.59$ 101.40$
Carwash 7.50 Unit 427.94$ 507.00$
Churches/Meeting Halls -$
< 150 seats 1.33 Seats 75.89$ 89.91$
150 to 250 seats 2.66 Seats 151.77$ 179.82$
> 250 seats 3.00 Seats 171.17$ 202.80$
Commercial Unit 1.00 Unit 57.06$ 67.60$
Funeral Home 9.00 Unit 513.52$ 608.40$
Gas Station 2.00 Unit 114.12$ 135.20$
Grocery Store > 10,000 sq. ft.8.00 1,000 sq. ft.456.46$ 540.80$
Gymnasium 10.00 Unit 570.58$ 676.00$
Laundry 9.00 Unit 513.52$ 608.40$
Motel (per room)0.33 Room 18.83$ 22.31$
Office Unit 1.00 Unit 57.06$ 67.60$
Rest Home (per bed)0.35 Bed 19.97$ 23.66$
Restaurants -$
< 40 seats 4.00 Seats 228.23$ 270.40$
40 to 60 seats 6.00 Seats 342.35$ 405.60$
61 to 100 seats 8.00 Seats 456.46$ 540.80$
> 100 seats 10.00 Seats 570.58$ 676.00$
Schools (per student enrolled on March. 1)0.05 Student 2.86$ 3.38$
Theater 4.00 Unit 228.23$ 270.40$
Veterinarians 3.00 Unit 171.17$ 202.80$
Unlisted Uses2 1.00 Unit 57.06$ 67.60$
CURRENT AND PROPOSED MONTHLY SEWER SERVICE CHARGES
Classification Description
EDU3
Multiple
Unit of
Measure
Monthly Rate
2 Unlisted uses are determined by use of fixture units from the California Plumbing Code or as by means deemed
appropriate by the City Engineer.
3 EDU = Equivalent Dwelling Unit is the average daily peak flow and strength of wastewater discharge from single
family residence (240 gallons per day with BOD5=250 ml/L and SS=250 ml/L).
1 Proposed Rates effective July 1, 2026
Page 32 of 55
03/10/26 | Item H1 | Staff Report
PROPOSITION 218 PROCESS
Sanitary sewer rate increases must follow the Proposition 218 majority protest process that
requires certain procedures be followed regarding “property-related” fee increases imposed by
governmental agencies. Those rate increases are subject to a “majority protest” process that
provides if a majority of the parcels subject to the City fee protest the proposed rate increase, the
City cannot impose the increase.
Proposition 218 requires that the City provides all properties receiving the sewer service for which
the fee is charged with a minimum of 45 days’ written notice prior to the City Council holding a
Public Hearing on a proposed rate increase. The property owners (and record owners) have the
ability to "protest" the proposed rate increase until the close of the Public Hearing. If a majority
of the parcels file written protests with the City prior to the closure of the Public Hearing, the
Proposition states that the City cannot implement the proposed increase. If a majority of parcels
do not protest the proposed increase, the City Council has the authority to implement the
proposed rate increase.
The majority protest process is part of the California Constitution (Article XIIID), and it is
mandatory that the City adhere to this voter-enacted process. As reference, the specific relevant
text from Proposition 218 is included below:
ARTICLE 13D (ASSESSMENT AND PROPERTY-RELATED FEE REFORM)
SEC. 6. Property Related Fees and Charges. (a) Procedures for New or Increased Fees and
Charges. An agency shall follow the procedures pursuant to this section in imposing or
increasing any fee or charge as defined pursuant to this article, including, but not limited
to, the following:
(1) The parcels upon which a fee or charge is proposed for imposition shall be
identified. The amount of the fee or charge proposed to be imposed upon each
parcel shall be calculated. The agency shall provide written notice by mail of the
proposed fee or charge to the record owner of each identified parcel upon which
the fee or charge is proposed for imposition, the amount of the fee or charge
proposed to be imposed upon each, the basis upon which the amount of the
proposed fee or charge was calculated, the reason for the fee or charge, together
with the date, time, and location of a public hearing on the proposed fee or charge.
(2) The agency shall conduct a public hearing upon the proposed fee or charge not
less than 45 days after mailing the notice of the proposed fee or charge to the
record owners of each identified parcel upon which the fee or charge is proposed
for imposition. At the public hearing, the agency shall consider all protests against
the proposed fee or charge. If written protests against the proposed fee or charge
are presented by a majority of owners of the identified parcels, the agency shall
not impose the fee or charge.
The City levies the sewer service charges to property taxes, and the parcel owner is billed by the
County twice annually, with one-half of the total being due with each bill. Every party listed on
the parcel ownership will be mailed a notice. However, the City is only required to count one
Page 33 of 55
03/10/26 | Item H1 | Staff Report
protest per parcel. Accordingly, even if all parties listed on an individual parcel file a protest, only
one protest shall be counted for purposes of determining whether there is a majority protest.
Listed on the table below is the proposed schedule to implement the proposed rates:
Target Dates Description
March 10, 2026 City Council reviews proposed rates; directs staff to administer the Proposition
218 process; sets public hearing
March 11-27, 2026 Authorize printing/mailing vendor to proceed with mailings
March 28, 2026 or before Mail Notices to wastewater parcel (and record) owners
March 28 – May 12, 2026 45-day protest period requirement
May 12, 2026 Public Hearing and Protest Results; Council adopts New Rates
May 26, 2026 Council adopts Resolution to levy sewer service charges
July 1, 2026 New rates become effective (30+ days afler adoption of new rates)
mid-July 2026 The County deadline to levy sewer service charges to property tax rolls has not
been released
In accordance with Title 7, Chapter 10 of the Municipal Code, the wastewater rates are adopted
by resolution.
CONCLUSION
The City has operated the wastewater collection and treatment systems in a very economical
manner for nearly 45 years with only eight increases in sewer service rates during that time. The
sewer service rates have not kept up with the increasing costs of maintaining, operating and
replacing the wastewater collection and treatment systems. The 2025 rate study shows that the
City will have to continue to increase the sewer service rates in order to continue operating and
replacing the existing system. This proposed rate increase is the second of the five proposed rate
increases intended to phase in the necessary higher sewer service rates needed to align revenues
and expenses in the wastewater system. Afler further study and more information from the WRF
design consultant, additional increases are anticipated.
ALTERNATIVES TO THE STAFF RECOMMENDATION:
Council may reject staff recommendations and not pursue sewer service rate increases or may
decide to pursue a lower rate increase than that recommended. Staff does not recommend this
alternative since the proposed sewer rate increase is critically needed to meet increased costs
and make improvements to the wastewater system.
FISCAL IMPACT:
Administering the Proposition 218 process will cost approximately $6,200 in budgeted
wastewater funds. If approved, the rate increase will generate an estimated $1,061,000 in
revenue from increased sewer service charges over FY25/26 revenue.
Page 34 of 55
03/10/26 | Item H1 | Staff Report
REVIEWED BY OTHERS:
This item has been reviewed by the Administrative Services Director and City Attorney.
REVIEWED AND APPROVED FOR COUNCIL AGENDA
James R. Lewis, City Manager
ATTACHMENT(S):
1. Proposed Wastewater Rate Increase Prop 218 Notice
Page 35 of 55
NOTICE CONCERNING PROPOSED WASTEWATER
INCREASES AND PUBLIC HEARING
To Property Owner/Customer:
NOTICE IS HEREBY GIVEN that on Tuesday, May 12, 2026, at 6:00 p.m., a Public Hearing will be held in-person at
the City of Atascadero Council Chambers located at 6500 Palma Avenue, Atascadero, California 93422 to consider
proposed increases in wastewater rates. If approved by the City Council, the proposed rate increases will be effective
for services provided on or after July 1, 2026.
WHY ARE THE RATE CHANGES BEING
CONSIDERED?
The City is dedicated to keeping rates low by maintaining
lean staffing levels, absorbing increasing operational and
maintenance costs, and using reserves when necessary.
However, much like other utilities and services delivered
to homes, the costs involved to collect and treat
wastewater have risen and continue to rise. An
independent analysis determined annual rate increases
would be needed over a five-year period. This year’s rate
increase represents the second year of that period.
INDEPENDENT ANALYSIS
The City engaged an independent consulting engineer to
assess and analyze the capital needs of the wastewater
collection and treatment systems. The independent
engineer identified numerous capital facility
replacements and upgrades required to continue to
provide a safe and reliable wastewater system. In
addition to other minor projects, the most significant
capital projects identified consist of the wastewater
treatment plant process improvements totaling in excess
of $100 million, and other wastewater collection system
improvements to lift stations, force mains, sewer pipes
and manholes over the next ten years that exceed $170
million. However, the rate study excludes many projects
except the treatment plant improvements and only the
highest priority collection system improvements.
Additionally, the City engaged an independent financial
consultant to analyze its wastewater services, revenues,
and rates and prepare a wastewater rate study. The City
commissioned this analysis to determine the cost of
providing wastewater services and their corresponding
impacts to customers’ bills. This analysis identified a
number of key factors that result in the proposed rates.
These key factors include, but are not limited to:
• Impacts of State regulation and legislation
• Rising treatment and energy costs
• Past and continued critical upgrades and/or
replacement of wastewater facilities and
infrastructure
PROPOSED WASTEWATER REVENUE INCREASES
The City proposes to increase its wastewater service
charges. All wastewater customers would be charged a
fixed monthly wastewater service charge in the same
manner as they are currently charged. Customers of the
wastewater system are charged proportionally to their
wastewater flow and relative strength contributed to the
wastewater collection and treatment facilities. Current
and proposed wastewater service charges are provided
on the following page.
WASTEWATER MONTHLY BILL IMPACT FOR THE
AVERAGE RESIDENTIAL CUSTOMER
The wastewater bill for a single-family residential customer
will increase by $10.54 per month under the proposed
rates. The table below provides the increase in monthly
charges for residential customers in 2026-2027.
Revenues derived from the proposed rate changes do
not exceed the revenue requirements needed to provide
property-related services by the City, nor will the
revenues from the rates and charges referenced herein
be used for any purpose other than that for which the
corresponding rates are imposed. The amount of the
proposed rates imposed upon any parcel or person as
an incident of property ownership will not exceed the
proportional cost of the service(s) attributable to such
parcel; and no rate will be imposed for a service unless
that service is used by, or immediately available to the
property or customer in question.
Current Proposed1 Difference
Single Family 57.06$ 67.60$ 10.54$
Apartment, Condo 42.79$ 50.70$ 7.91$
Mobile Home 34.23$ 40.56$ 6.33$
Senior Apartment Unit 19.97$ 23.66$ 3.69$
Residential Classification
FY 2026-27 Monthly Rate
1 Proposed Rates effective July 1, 2026
03/10/26 | Item H1| Attachment 1
Page 36 of 55
PUBLIC HEARING AND PROTEST
PROCEEDING
The City Council will hear and consider all
written protests and oral comments to the
proposed rate increases at the Public
Hearing. All interested parties are invited to
participate in the public hearing and present
written protests and/or oral comments on the
proposed rate increases referenced herein.
Direction and information for participating in
the meeting will be available on the City
Council Agenda & Minutes webpage.
Agendas are available on the City’s website:
www.atascadero.org/agendas
Oral comments made at the public hearing
will not qualify as formal protests of the
proposed rate increases unless
accompanied by a written protest setting forth
the required information (as detailed below).
Upon the conclusion of the Public Hearing,
the City Council will consider adoption of a
resolution authorizing the rate increases to
the City’s wastewater service charges as
described in this Notice. If written protests
against the proposed rate increases and
adjustments to the wastewater rates as
outlined are not presented by a majority of
property owners of the identified parcels upon
which the wastewater rates are proposed to
be imposed, the City Council will be
authorized to impose the respective rate
increases and adjustment. If adopted, the
proposed rate increases to the wastewater
service charges will be in effect beginning
July 1, 2026.
Pursuant to State Law, written protests may be submitted by any record property owner of a parcel, subject to the
proposed City rate changes, against any or all of the proposed rate changes described in this Notice. However, only
one written protest will be counted per identified parcel. Any written protest must: (1) state that the identified property
owner is in opposition to the proposed increases to the wastewater rates; (2) provide the location of the identified
parcel [by street address or assessor’s parcel number (APN)]; (3) include the printed name and original, wet signature
of the property owner submitting the protest; (4) date the protest was signed; and (5) certification by the named
property owner that the contents of the protest are true and correct. Written protests may be submitted by mail or in
person to the City Clerk at 6500 Palma Avenue, Atascadero, CA 93422, or at the Public Hearing on May 12, 2026
(date, time, and location specified on the front of this Notice), provided they are received prior to the close of the
Public Hearing, which will occur when the public testimony on the proposed increases and adjustments is concluded.
Due to the inability to verify the authenticity of each individual protest, protests received by telephone, electronic mail
(e-mail), or via social media sites, including, but not limited to, Facebook or X shall NOT be accepted. Please identify
on the front of the envelope for any written protest, whether mailed or submitted in person to the City Clerk, the
following: “Attn: Protest Wastewater Rate Increases”. Written protest in marked envelopes may be submitted in
person by dropping them off in the locked box in the foyer at City Hall. For more information or questions about the
proposed wastewater rate increases, written protest submittal procedures, or public testimony options at the Public
Hearing, you may contact the Department of Public Works at (805) 470-3456 or visit the City’s website at
www.atascadero.org/Prop218. Additional information and protest procedures will be available on the City’s website
not later than March 27, 2026.
ESTA CARTA ESTÁ DISPONIBLE EN ESPAÑOL, LLAME (805) 461-5000
Current Proposed1
Residential Fixed Charges
Single Family 1.00 Dwelling Unit 57.06$ 67.60$
Apartment, Condo 0.75 Dwelling Unit 42.79$ 50.70$
Mobile Home 0.60 Spaces 34.23$ 40.56$
Senior Apartment Unit 0.35 Dwelling Unit 19.97$ 23.66$
Non-Residential Fixed Charges -$
Financial Institutions 2.00 Unit 114.12$ 135.20$
Bars 1.50 Unit 85.59$ 101.40$
Carwash 7.50 Unit 427.94$ 507.00$
Churches/Meeting Halls -$
< 150 seats 1.33 Seats 75.89$ 89.91$
150 to 250 seats 2.66 Seats 151.77$ 179.82$
> 250 seats 3.00 Seats 171.17$ 202.80$
Commercial Unit 1.00 Unit 57.06$ 67.60$
Funeral Home 9.00 Unit 513.52$ 608.40$
Gas Station 2.00 Unit 114.12$ 135.20$
Grocery Store > 10,000 sq. ft.8.00 1,000 sq. ft.456.46$ 540.80$
Gymnasium 10.00 Unit 570.58$ 676.00$
Laundry 9.00 Unit 513.52$ 608.40$
Motel (per room)0.33 Room 18.83$ 22.31$
Office Unit 1.00 Unit 57.06$ 67.60$
Rest Home (per bed)0.35 Bed 19.97$ 23.66$
Restaurants -$
< 40 seats 4.00 Seats 228.23$ 270.40$
40 to 60 seats 6.00 Seats 342.35$ 405.60$
61 to 100 seats 8.00 Seats 456.46$ 540.80$
> 100 seats 10.00 Seats 570.58$ 676.00$
Schools (per student enrolled on March. 1)0.05 Student 2.86$ 3.38$
Theater 4.00 Unit 228.23$ 270.40$
Veterinarians 3.00 Unit 171.17$ 202.80$
Unlisted Uses2 1.00 Unit 57.06$ 67.60$
CURRENT AND PROPOSED MONTHLY SEWER SERVICE CHARGES
Classification Description
EDU3
Multiple
Unit of
Measure
Monthly Rate
2 Unlisted uses are determined by use of fixture units from the California Plumbing Code or as by means
deemed appropriate by the City Engineer.
3 EDU = Equivalent Dwelling Unit is the average daily peak flow and strength of wastewater discharge from
single family residence (240 gallons per day with BOD5=250 ml/L and SS=250 ml/L).
1 Proposed Rates effective July 1, 2026
03/10/26 | Item H1| Attachment 1
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CITY OF ATASCADERO
CITY COUNCIL STAFF REPORT Item H2
TO: JAMES R. LEWIS, CITY MANAGER
FROM: PHIL DUNSMORE, COMMUNITY DEVELOPMENT DIRECTOR
PREPARED BY: KELLY GLEASON, PLANNING MANAGER
SUBJECT: Zoning Code Update – Mixed-Use Zones and Standards
RECOMMENDATION:
Council receive an update on the Zoning Code Update project, provide direction to staff on policy
questions related to Mixed-Use zoning districts and development standards, and receive
information about next steps.
BACKGROUND:
The new General Plan replaces land use designations with new “Placetypes” that will need to be
reflected within the new zoning code for consistency. One of those placetypes includes a Mixed-
Use designation. Mixed-use typically includes a mixture of commercial and residential uses on a
single site, whether the residential use is above or alongside the commercial use. New zoning
standards will implement the placetype by specifying property development standards (density,
form) for up to four different mixed-use districts. This report focuses on the second of three
specific zoning code update study sessions: “Mixed-Use standards and uses”.
DISCUSSION:
The General Plan Update includes a new placetype called “Mixed-Use”. This designation applies
to specific commercial areas to encourage infill and economic development outside of major
commercial nodes. Up to four Mixed-Use zoning districts are proposed (see Attachment 2a for
the proposed MU zoning map), each with varying characteristics that may warrant differentiation
through development standards which can be applied to each district. Areas designated under
the Mixed-Use placetype are generally:
Del Rio Marketplace and Mission Oaks at Del Rio Road and El Camino Real
South of Curbaril (Food-4-Less, Smart & Final, and surrounding parcels)
Ramona Road south of Del Rio Road
The Morro Road Corridor
Locations surrounding the San Anselmo interchange
Department: Community
Development
Date: 03/10/2026
Placement: Management
Report
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o San Palo
o North-east quadrant of ECR and San Anselmo East
Mid-Block areas fronting El Camino real to the north and south of Downtown
o South of the Major retail center (Vons) on the east side of ECR
o North of downtown to San Anselmo The Morro Road Corridor
The General Plan lists a density range of 20 to 36 dwelling units per acre, allowing for
neighborhood compatibility and a transition between existing commercial and residential areas.
The purpose of the designation is to provide opportunities for a mix of residential and non-
residential uses to stimulate redevelopment of vacant or underutilized commercial strips,
increase housing opportunities, and support economic strength throughout the City.
1. MIXED-USE CONCEPTS:
There are generally two forms of mixed-use: vertical and horizontal. Some sites may contain
both.
Vertical mixed-use requires commercial on the ground floor with residential uses on
upper floors. Generally, some incidental residential areas can be located on the ground
floor such as parking, entry lobbies and mail rooms, and bike storage areas, but
commercial remains the primary ground floor use. Outdoor residential amenity spaces
are generally shared with commercial tenants or located above the ground floor, such as
a roof deck or upper floor courtyard.
Horizontal mixed-use concepts allow for some residential on the ground floor, generally
in the rear (behind street oriented commercial uses) or in areas of a site where a transition
to residential uses is desired. Horizontal mixed-use projects may also include vertical
mixed-use buildings along the main street frontage. Residential amenity areas may be
incorporated into the site design for residential use only or may be shared spaces with
the commercial tenants.
Development Standards
The shift to “Placetypes” from “Land Uses” in the General Plan increases the focus on building
form, aesthetics, massing, and placement on a site. Incorporating these elements in the zoning
code will implement the vision established on the General Plan by establishing site and building
design parameters for new development. Development standards focus on the following key
concepts:
Ground floor ceiling height: Viable commercial tenant spaces require adequate ceiling
height in order to be successful in accommodating a variety of tenants. Establishing
standards for minimum ceiling height can ensure that commercial tenant spaces can be
modified over time to accommodate a wide variety of uses.
Setbacks/Build-to lines: How development interacts with the street is a key factor in
encouraging pedestrian vibrancy and synergy. Setbacks are already in place to
accommodate street trees for shading and layering, however, setting standards for a
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maximum setback can ensure that buildings are oriented to the street and parking is
located toward the middle or rear of the site.
Minimum commercial standards: Similar to ground floor height, establishing standards
for commercial spaces can ensure a successful commercial component. Standards can
include minimum square-footage, minimum depth, and/or minimum width. When
applying minimum commercial standards to horizontal mixed-use projects, placement of
each use on the site becomes more critical.
A comparison chart summarizing the development standards for each zone, as discussed below,
is included as Attachment 1.
Use Considerations
Zoning districts will identify which uses are “Allowed” and “Conditionally Allowed” in each of the
mixed-use districts. The list of uses can be tailored to the vision and goals for each area and can
respond to the need for neighborhood compatibility. Each proposed zoning district listed below
includes a brief overview of the types of uses that may be appropriate. Staff will provide a
complete list of allowed and conditionally allowed uses with the draft zoning code based on
Council and community feedback once the draft code is complete.
The zoning code can also establish performance standards for uses to further ensure
compatibility within a particular use designation. For example, artisan production or specialized
light-duty assembly/manufacturing type uses may only be appropriate in a mixed-use setting if
odors, noise, and hours of operation are limited. Establishing performance standards for use
categories will ensure viable mixed-use projects with minimized conflicts.
2. PROPOSED MIXED-USE ZONING DISTRICTS
MU-4: Del Rio Road and Curbaril Road (Marketplace, Mission Oaks, Food-4-Less and
Smart & Final). (Attachment 2b)
This zone would be limited to vertical mixed-use and the focus would remain on
commercial activity. This district would be applied to existing and new shopping centers,
incorporating some surrounding areas. The purpose would be to support revitalization of
existing centers, such as the Food-4-Less and Mission Oaks center and increase vibrancy
and redevelopment opportunities.
MU-3: Morro Road corridor, San Palo Road and El Camino Real north of San Anselmo East
(former Ford Dealership). (Attachment 3c and 3d)
This zone would allow for horizontal mixed-use (some residential on ground floor) with a
strong commercial presence along the primary street frontage. Standards in this district
can also be tailored to respond to adjacent residential uses and double frontage parcels
along Morro Road.
MU-2: Parcels facing Ramona Road from Campo Road to the commercial property at the
corner of Del Rio Rd and Ramona Rd. (Attachment 2e)
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The future placetype designation for this area was changed from Innovation/Flex to
Mixed-Use during the October 28, 2025 City Council meeting to provide a transition from
existing residential neighborhoods to commercial uses fronting the 101 freeway. This is
proposed to be a distinct zone to accommodate a lower residential density and specific
land uses, providing compatibility and transition to Apple Valley residential sites.
MU-1: Mid-block locations on the east side of El Camino Real north and south of
Downtown. (Attachment 2f and 2g)
These areas are generally characterized by smaller parcels with limited depth. Many have
gradual to moderate slopes, limiting their development potential due to access and site
accessibility options.
A. MU-4 (VERTICAL MU ZONE)
MU-4 is intended to be the highest intensity mixed-use zoning district with a focus on preserving
commercial activity at key nodes. Areas proposed for this designation include existing shopping
centers in addition to some surrounding parcels where continuing the strong commercial focus
will support synergy and vibrancy. Specifically, this district includes:
Del Rio Marketplace
Mission Oaks Center (and parcels to the south abutting the Innovation/Flex zone)
Food-4-Less and Smart & Final centers (and parcels directly across on the east side of ECR)
While allowing residential uses can provide opportunities for revitalization and increased
vibrancy, requiring vertical mixed-use with minimal incidental residential spaces on the ground
floor will maintain a strong commercial focus in these zones. These centers and surrounding
properties can remain as anchors for commercial activity in the City outside of Downtown. Zoning
standards can guide future development and redevelopment toward this vision. Proposed
standards include:
Development Standard MU - 4
Density 36 du/ac
Height 35 ft (plus 10 feet for architectural features)
Setbacks:
Front No minimum or maximum required except as needed to
accommodate street tree setbacks.
Side/Rear None required except transitions to adjacent single-family
(existing standard) and 10 ft setback if adjacent to multi-family
zoning district (proposed).
Floor to Ceiling Height
for first floor
16 ft
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Use Considerations Commercial uses may include hotel, restaurants, retail, service,
gyms, offices, etc. Industrial and auto-repair oriented uses are not
allowed.
Residential Use
Requirements
Residential uses allowed only on upper stories (vertical mixed use
only).
MU4 Key Discussion Topics:
1. Are the parcels identified appropriate for this zoning district (vertical mixed-use only)?
2. Are the setbacks appropriate? Should there be a certain percentage of frontage where
buildings are required to avoid parking only along the frontage?
3. What types of uses may be allowed in this zone? Are hotel uses appropriate here? Are
medical offices appropriate? Are there any uses that are not appropriate or may require
a use permit?
B. MU-3 (HORIZONTAL MU ZONE: MORRO RD, SAN ANSELMO ADJACENT)
MU-3 is intended to allow for horizontal mixed-use with a strong commercial component along
major streets. This district is focused along Morro Rd where parcels range from narrow to deep
and some have double frontage on neighboring residential streets. The vision for this area in the
General Plan is to create a corridor for office and supporting uses. Due to the depth of many lots
and the double frontage condition, horizontal mixed-use presents an opportunity to incorporate
transitions to adjacent residential neighborhoods and flexibility in use while maintaining a
commercial focus along Morro Rd.
Similar to Morro Rd, the existing commercial and hotel area on San Palo Road, and the old Ford
dealership site and adjacent vacant or underutilized parcels, offer similar characteristics and
opportunities. Standards can be adopted to ensure that commercial components of development
projects provide adequate space for the types of uses envisioned for these areas and that certain
site design criteria be incorporated to enhance activation toward the street and provide for
greater pedestrian orientation. Proposed standards include:
Standard MU - 3
Density 36 du/ac
Height 35 ft (plus 10 feet for architectural features)
Setbacks:
Front Commercial:
Maximum: 15 ft setback for commercial
Minimum: As needed to accommodate street tree setbacks
Residential: 12 ft minimum, no maximum
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Double Loaded
Secondary Front
12 ft minimum, no maximum
Side/Rear None required except transitions to adjacent single-family
(existing standard) and 10 ft setback if adjacent to multi-family
zoning district (proposed).
Floor to Ceiling Ground
Floor Height
14 ft
Use Considerations Commercial uses may include hotel, restaurants, retail, service,
gyms, offices, etc. Industrial and auto-repair oriented uses are not
allowed. Vertical and horizontal mixed use allowed.
Commercial
Requirement
Building frontage: 100% of the primary front ground floor
building frontage must be commercial
Commercial: 35 ft minimum depth
MU3 Key Discussion Topics:
1. Are the parcels identified appropriate for this zoning district (horizontal mixed-use,
36du/ac)?
2. Are the front setbacks appropriate? Should there be a larger setback if commercial uses
abut residential streets?
3. Should there be a certain minimum percentage of building frontage along the primary
street to avoid parking only along the frontage such as minimum of 70%?
4. Should there be different development standards for double frontage parcels vs. single
frontage parcels?
5. What types of uses may be allowed in this zone? Are hotel uses appropriate here? Are
there any uses that are not appropriate or may require a use permit?
C. MU-2 (HORIZONTAL MU ZONE: RAMONA ROAD)
The MU-2 zoning district is proposed for the parcels fronting Ramona Road toward Del Rio Road.
Ramona Road fronts the 101 freeway, providing visibility for commercial businesses and easy
access from the Del Rio Road off ramps. This area was originally identified as an opportunity zone
for development centered on employment and small business uses (Innovation/Flex Zone);
however, during the October 28, 2025 City Council meeting, concerns related to adjacency to
single-family neighborhoods were expressed and the designation was changed to mixed-use to
provide for greater compatibility. While this area is envisioned to allow for horizontal mixed-use
similar to the Morro Rd corridor, a unique zoning designation is proposed to set a lower
residential density of 24 units/acre.
Parcels in this district tend to be relatively deep providing opportunities for commercial uses
along the frontage and residential uses in the rear. This area also tends to have a more rural feel
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than parcels along El Camino Real or Morro Road which may lead to a desire for increased front
setbacks to maintain existing character. These differences have been incorporated into staff’s
proposed standards, as follows:
Standard MU - 2
Density 24 du/ac
Height 35 ft (plus 10 feet for architectural features)
Setbacks:
Front Minimum 15 ft
Side/Rear Minimum 5 ft; unless adjacent to a zoning district other than MU-2
– then setbacks match the adjacent zoning district.
Floor to Ceiling Ground
Floor Height
12 ft
Use Considerations Commercial uses may include restaurants, retail, service, gyms,
offices, etc. Artisan maker spaces allowed with performance
standards. Industrial, hotel, and auto-repair oriented uses are not
allowed. Vertical and horizontal mixed use allowed.
Commercial
Requirement
Building frontage: 100% of the primary front ground floor building
frontage must be commercial
Commercial: 35 ft minimum depth
As this is a unique zoning district, the City also has the option to tailor uses specific to this area.
This could result in a different mix of uses identified for this zone relative to similar mixed-use
zoning districts. For example, artisan maker spaces and some light industrial type uses may be
appropriate in this area with performance standards applied to ensure compatibility with
residential uses.
MU2 Key Discussion Topics:
1. Are the parcels identified appropriate for this zoning district (horizontal mixed-use,
24du/ac)?
2. Are the setbacks appropriate? Should there be a greater rear setback or any required
buffering for these parcels if they are adjacent to single-family residential uses?
3. What types of uses may be allowed in this zone? Are artisan maker spaces and light
industrial uses appropriate here providing performance standards are established? Are
there any uses that are not appropriate or may require a use permit?
D. MU-1 (MID BLOCK INFILL ON ECR)
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The MU-1 zoning district would apply to parcels along the east side of El Camino Real north and
south of Downtown. These parcels can be narrow in depth and width and can have slopes that
limit development potential. As these parcels have limited potential for larger retail or
entertainment type uses, they can provide an opportunity for infill development that supports
commercial nodes by allowing for increased residential density. Although these parcels are
currently zoned for commercial uses, many are underutilized or maintained as residential
properties, creating a pattern of inefficient and disconnected shopping and activity areas.
Leveraging these parcels for increased residential density may support redevelopment and may
enhance the vibrancy of adjacent nodes by increasing demand for retail, personal service, and
entertainment uses at larger commercial nodes.
Continuous ground-floor retail can lead to fragmented demand and vacancies. Ensuring viable
and “right-sized” retail within this area will increase the potential for success. Based on these
characteristics, there are a number of options for this zone related to “right-sizing” commercial
components:
1. Require commercial on every parcel along the ECR frontage.
2. Requiring design elements on the ground floor frontage that could accommodate
commercial tenants but let the market dictate use. Under this scenario, the ground floor
may be taller and/or be designed to accommodate storefront entries, but residential uses
may be permitted in these spaces until a commercial tenant is viable.
3. Requiring a commercial component only at key locations. Commercial development
would be allowed throughout the zone, but not required. There are two options for
identifying key locations. The following options can be separated or combined:
a. Requiring ground floor retail only at intersection corners and allowing for 100%
residential development on other parcels. Corners in this zone include:
i. San Jacinto
ii. Rosario
iii. Pueblo
iv. Curbaril
b. Applying an alternative mixed-use zone to key parcels within this area where
commercial remains more viable. These parcels, while within the MU1 corridor,
may be more appropriately zoned MU4 which would require all residential units
to be in the upper floors, reserving ground floor spaces for commercial use to
ensure that a stronger commercial presence is maintained. Specific locations
would include:
i. Adobe Plaza
ii. Plaza de Pueblo
iii. 7635 El Camino Real
iv. San Jacinto Center
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General development standards would remain similar to other mixed-use zoning designations,
as follows:
Standard MU - 1
Density 36 du/ac
Height 35 ft (plus 10 feet for architectural features)
Setbacks:
Front Commercial:
Maximum: 15 ft setback for commercial
Minimum: As needed to accommodate street tree setbacks
Residential: 12 ft minimum, no maximum
Side/Rear None required except transitions to adjacent single-family per
Section 9-4.130(j)
Floor to Ceiling Ground
Floor Height
15 ft
Use Considerations Commercial uses may include hotel, restaurants, retail, service,
small gyms, clinics, offices, etc. Industrial and auto-repair
oriented uses are not allowed or may be allowed with a use
permit.
Commercial
Requirement
TBD: As discussed above
MU3 Key Discussion Topics:
1. Are the parcels identified appropriate for this zoning (horizontal mixed-use, 36du/ac,
minimized commercial component)?
2. Are the setbacks appropriate?
3. Should commercial uses be required on all parcels or only at “key” locations? Should
more viable commercial centers be rezoned to MU4 to require commercial on the
ground floor and residential above?
4. If a commercial appearance is important to maintain, would the Council support
flexibility in allowing those spaces to be incidental residential uses such as an expanded
lobby or resident gym, or residential support services?
5. What types of uses may be allowed in this zone? Are hotel uses appropriate here? Are
medical offices appropriate? Are there any uses that are not appropriate or that may
require a use permit?
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NEXT STEPS
Staff will incorporate Council direction for mixed-use zoning districts and integrate standards and
uses into the updated zoning code. The next zoning code update check-in will be focused on Use
tables and standards for the innovation/flex zone. These topics are scheduled for the March 24th
Council meeting. Staff will also prepare an overview of the zoning code changes once draft
language is finalized. This will present another opportunity for review and feedback prior to the
formal adoption process.
CONCLUSION
While mixed-use development has been allowed in certain commercial zoning districts for many
years, implementation of the Mixed-Use General Plan placetype through the establishment of
unique zoning districts allows for the adoption of tailored standards for each district. This can
help achieve the City’s vision for development in each area and respond to varied site
characteristics.
FISCAL IMPACT:
None.
REVIEWED BY OTHERS:
This item has been reviewed by the Community Development Director, the Administrative
Services Director, and the City Attorney.
REVIEWED AND APPROVED FOR COUNCIL AGENDA
James R. Lewis, City Manager
ATTACHMENTS:
1. Mixed-Use zone comparison chart
2. Mixed Use Zone Maps
a. Combined MU zoning map
b. MU-4
c. MU-3a
d. MU-3b
e. MU-2
f. MU-1
g. MU-1 options
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