HomeMy WebLinkAbout01-16-2018 Agenda Packet
Tuesday, January 16, 2018
5:30 PM
REGULAR MEETING
Council Hearing Room
990 Palm Street
San Luis Obispo Page 1
CALL TO ORDER: Mayor Heidi Harmon
ROLL CALL: Council Members Aaron Gomez, Andy Pease, Dan Rivoire, Vice
Mayor Carlyn Christianson and Mayor Heidi Harmon
PUBLIC COMMENT ON CLOSED SESSION ITEMS
CLOSED SESSION
A. PUBLIC EMPLOYEE PERFORMANCE EVALUATION
Pursuant to Government Code § 54957(b)(1)
Title: City Manager
ADJOURNED TO THE REGULAR MEETING OF JANUARY 16, 2018 TO BEGIN AT
6:00 PM
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San Luis Obispo City Council Agenda January 16, 2018 Page 2
6:00 PM
REGULAR MEETING
Council Chamber
990 Palm Street
CALL TO ORDER: Mayor Heidi Harmon
ROLL CALL: Council Members Aaron Gomez, Andy Pease, Dan Rivoire, Vice
Mayor Carlyn Christianson and Mayor Heidi Harmon
PLEDGE OF ALLEGIANCE: Council Member Dan Rivoire
CITY ATTORNEY REPORT ON CLOSED SESSION
PRESENTATIONS
1. PRESENTATION - SB1 (ROAD REPAIR AND ACCOUNTABILITY ACT OF 2017)
(SLOCOG – PETE RODGERS 10 MINUTES)
PUBLIC COMMENT PERIOD FOR ITEMS NOT ON THE AGENDA (not to exceed 15
minutes total)
The Council welcomes your input. You may address the Council by completing a speaker slip
and giving it to the City Clerk prior to the meeting. At this time, you may address the Council
on items that are not on the agenda. Time limit is three minutes. State law does not allow the
Council to discuss or take action on issues not on the agenda, except that members of the
Council or staff may briefly respond to statements made or questions posed by persons
exercising their public testimony rights (gov. Code sec. 54954.2). Staff may be asked to
follow up on such items
CONSENT AGENDA
Matters appearing on the Consent Calendar are expected to be non-controversial and will be
acted upon at one time. A member of the public may request the Council to pull an item for
discussion. Pulled items shall be heard at the close of the Consent Agenda unless a majority of
the Council chooses another time. The public may comment on any and all items on the
Consent Agenda within the three minute time limit.
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2. WAIVE READING IN FULL OF ALL RESOLUTIONS AND ORDINANCES
(GALLAGHER)
Recommendation:
Waive reading of all resolutions and ordinances as appropriate.
3. MINUTES OF JANUARY 5, 2018 (GALLAGHER)
Recommendation:
Approve the minutes of the City Council special meeting of January 5, 2018.
4. OPEN SPACE MAINTENANCE PLAN PROGRESS REPORT (STANWYCK /
STEPHENSON)
Recommendation:
Receive and file the Parks and Recreation Department’s Open Space Maintenance Plan 2017
Progress Report and the Open Space Kiosk Panels.
5. 2017 ANNUAL PROGRESS REPORT FOR THE 2020 PARKS AND RECREATION
STRATEGIC PLAN (STANWYCK / MUDGETT)
Recommendation:
As recommended by the Parks and Recreation Commission, receive and file the 2017
Annual Progress Report for the 2020 Parks and Recreation Strategic Plan.
6. MEMORANDUM OF AGREEMENT FOR CREATION OF A GROUNDWATER
SUSTAINABILITY PLAN (MATTINGLY / FLOYD)
Recommendation:
Authorize the Mayor to sign the Memorandum of Agreement Regarding Preparation of a
Groundwater Sustainability Plan for the San Luis Obispo Valley Groundwater Basin.
7. TRANSIT ASSET MANAGEMENT (TAM) PLAN (GRIGSBY / ANGUIANO)
Recommendation:
Approve submittal of The City of San Luis Obispo’s TAM Plan and Goal to the Federal
Transit Administration (FTA).
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8. ROAD REPAIR AND ACCOUNTABILITY ACT OF 2017, SENATE BILL 1 (SB1)
STATE OF GOOD REPAIR GRANT APPLICATION(S) (GRIGSBY / ANGUIANO)
Recommendation
1. Adopt a Resolution entitled “A Resolution of the City Council of the City of San Luis
Obispo, California, authorizing the execution of the certifications and assurances for the
California State of Good Repair Program” authorizing the City Manager, or his
designee, to execute and file grant applications with the State of California to receive
SB1 grant funds for transit projects and to execute any related grant applications,
certifications, assurances, forms, agreements, and associated documents on behalf of the
City on an ongoing basis; and
2. Approve a budget amendment to reflect received grant funds, if awarded; and
3. Approve the appropriation of grant money for the procurement of City-approved Transit
CIP projects.
PUBLIC HEARINGS ITEMS AND BUSINESS ITEMS
9. PUBLIC HEARING - PILOT PROGRAM FOR WINTER OPEN SPACE HOURS OF
USE (CONTINUED FROM OCTOBER 24, 2017) (JOHNSON / HILL – 90 MINUTES)
Recommendation:
1. Pursuant to prior Council direction, receive a staff presentation on a proposed two-year
pilot program to extend the hours of use of the Cerro San Luis Natural Reserve when
daylight savings time is not in effect; and
2. Adopt a Resolution entitled “A Resolution of the City Council of the City of San Luis
Obispo, California, adopting a Mitigated Negative Declaration for a pilot program for
winter open space hours of use.”
10. ACCEPTANCE OF THE COMPREHENSIVE ANNUAL FINANCIAL REPORT,
SINGLE AUDIT REPORT, AND ANNUAL AUDIT OF TRANSPORTATION
DEVELOPMENT ACT FUNDS FOR 2016-17 (BRADFORD / PARDO – 30 MINUTES)
Recommendation:
Accept the Comprehensive Annual Financial Report, Single Audit Report, and annual audit of
the Transportation Development Act Funds for Fiscal Year 2016-17.
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11. REVIEW OF THE 10-YEAR CAPITAL IMPROVEMENT PLAN (CIP) AND
POTENTIAL FUNDING OPTIONS (GRIGSBY – 75 MINUTES)
Recommendation:
Receive a presentation on the 10-Year CIP, including potential funding options, and direct
staff to:
1. Continue to adjust and refine the 10-Year CIP project list, identify priority projects and
themes, and clarify level of General Fund support, based on City Council priorities and
other factors, including the results of the Capital Facilities Fee Program (AB 1600)
project; and
2. Continue to evaluate potential funding options to support the 10-Year CIP, including
Community Facilities District formations, General Obligation Bonds, and additional tax
measures such as sales tax and/or transient occupancy tax (TOT); and
3. Return to the City Council in April 2018 with a more refined 10 Year project list and
detailed recommendations for funding all or a portion of those projects.
COUNCIL LIAISON REPORTS AND COMMUNICATIONS
(Not to exceed 15 minutes) Council Members report on conferences or other City activities.
At this time, any Council Member or the City Manager may ask a question for clarification,
make an announcement, or report briefly on his or her activities. In addition, subject to
Council Policies and Procedures, they may provide a reference to staff or other resources for
factual information, request staff to report back to the Council at a subsequent meeting
concerning any matter, or take action to direct staff to place a matter of business on a future
agenda. (Gov. Code Sec. 54954.2).
ADJOURNMENT
The next Regular City Council Meeting is scheduled for Tuesday, February 6, 2018 at 6:00 p.m.,
respectively, in the Council Chamber, 990 Palm Street, San Luis Obispo, San Luis Obispo,
California.
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San Luis Obispo City Council Agenda January 16, 2018 Page 6
LISTENING ASSISTIVE DEVICES are available for the hearing impaired--please see City Clerk.
The City of San Luis Obispo wishes to make all of its public meetings accessible to the
public. Upon request, this agenda will be made available in appropriate alternative formats to
persons with disabilities. Any person with a disability who requires a modification or
accommodation in order to participate in a meeting should direct such request to the City
Clerk’s Office at (805) 781-7100 at least 48 hours before the meeting, if possible.
Telecommunications Device for the Deaf (805) 781-7107.
City Council regular meetings are televised live on Charter Channel 20. Agenda related
writings or documents provided to the City Council are available for public inspection in the
City Clerk’s Office located at 990 Palm Street, San Luis Obispo, California during normal
business hours, and on the City’s website www.slocity.org. Persons with questions concerning
any agenda item may call the City Clerk’s Office at (805) 781-7100.
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San Luis Obispo Page 1
Friday, January 5, 2018
Special Meeting of the City Council
CALL TO ORDER
A Special Meeting of the San Luis Obispo City Council was held on Friday, January 5, 2018 at
2:00 p.m. at Cal Poly 1 Grand Ave – Bldg. 70, San Luis Obispo, California.
ROLL CALL
Council Members
Present: Council Members Andy Pease and Mayor Heidi Harmon.
Council Members
Absent: Council Members Aaron Gomez, Dan Rivoire and Vice Mayor Carlyn
Christianson
City Staff
Present: Greg Hermann, Acting Assistant City Manager
A. CITY COUNCIL CAL POLY SOLAR FACILITY TOUR
Notice is hereby given that the San Luis Obispo City Council has been invited to participate
in a solar facility tour. A brief safety training will be held prior to the start of the tour. Sturdy
shoes or boots are required, and safety wear will be provided. The tour is open to the general
public. Govt. Code § 54954(b)(2)
ADJOURNMENT
The meeting was adjourned at 4:00 p.m. The next Rescheduled Regular City Council Meeting is
scheduled for Tuesday, January 9, 2018 at 5:30 p.m. and 6:00 p.m., respectively, in the Council
Hearing Room and Council Chamber, located at 990 Palm Street, San Luis Obispo, San Luis
Obispo, California.
__________________________
Carrie Gallagher
City Clerk
APPROVED BY COUNCIL: XX/XX/2018
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Meeting Date: 1/16/2018
FROM: Shelly Stanwyck, Parks and Recreation Director
Prepared By: Lindsey Stephenson, Administrative Analyst
SUBJECT: OPEN SPACE MAINTENANCE PLAN PROGRESS REPORT
RECOMMENDATION
Receive and file the Parks and Recreation Department’s Open Space Maintenance Plan 2017
Progress Report and the Open Space Kiosk Panels (Attachment A & B).
DISCUSSION
Background
On December 15, 2015 the City Council adopted the City’s first Open Space Maintenance Plan.
Adoption of the Open Space Maintenance Plan identified future progress reports to the Council;
this Agenda Report transmits the Second Annual Report.
The adopted Open Space Maintenance Plan is premised on the protection of the City’s natural
resources including plants, animals, geologic, and historic features as well as the natural areas
themselves. The Plan was written in a manner that affirms existing maintenance practices
undertaken by staff, contractors, and volunteers. Those practices are all undertaken in a manner
that is consistent with existing City policies, ordinances, and plans regarding open space. The
Open Space Maintenance Plan specifically references and integrates as its foundational policy
guidance the following existing City policy documents: Conservation and Open Space Element,
Conservation Guidelines for Open Space Lands of the City of San Luis Obispo, and the adopted
Conservation Plans for each of the City’s open space lands.
In addition to implementing the Conservation Plans for specific open space and reserve
properties the Plan addresses existing maintenance needs in the City’s open space lands. It
articulates the enhancement and maintenance of existing trailheads and trails in a sustainable
manner for passive recreation purposes only. It also articulates removal of illicit materials and
trails, improvements to user and natural resource safety, land restoration and stewardship
projects, invasive species treatment and control, erosion control and stabilization, education of
users via patrol and outreach, and management of the wildland-urban interface areas.
Plan Focus
The Plan is divided is divided in three sections:
1. Maintenance Activities. Maintenance Activities have been ongoing in the City’s open
space for years. They are undertaken by staff, as well as contractors and volunteers on a
daily, weekly, monthly and annual basis. Maintenance Activities fall into six main
categories of maintenance: 1) vegetation, 2) structure, 3) signage, 4) trail/road, 5)
drainage, and 6) trail construction. Under each category are specific tasks. Within each
of these categories are focused activities that can occur seasonally or year-round.
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2. Trailhead Amenities. For the purpose of standardization, the City has three different
sized trailheads (small, medium, and large) with differing degrees of enhancement at
each. Currently, the City has 24 trailheads throughout its open space system. The plan
identifies for each trailhead amenity its purpose, design specification, location, standard
costs, materials, installation, maintenance, and lifespan.
3. Open Space Locations. City Ranger staff presently maintain approximately 3,700 acres
of open space lands comprised of 15 properties held in open space, natural reserve,
ecological reserve, or agricultural reserve status. The Conservation Plan implementation
items are numerous and property specific. They include activities such as: trailhead,
parking, and emergency access improvements; directional and educational trail signs and
kiosks; trail installation, closures, re-routes, and erosion control; invasive species control,
fire protection and native habitat restoration; and bridge, fence, and open space
infrastructure replacement.
Open Space Maintenance Plan Progress Report Highlights
The Open Space Maintenance Plan Progress Report covers predominately calendar year 2017. It
provides a visual and numerical summary for Council and the community about the work efforts
undertaken to address the adopted Plan as well as the 2015-17 Major City Goal: Open Space
Preservation.
2017 Open Space Maintenance and Protection efforts addressed new and deferred projects. How
those efforts were accomplished is also highlighted in the report. Of particular focus for Ranger
staff this past year was the installation of new informational panels and open space name headers
at every trailhead kiosk, as well as “blade-style” directional signage throughout the entire open
space trail system. The Open Space team, Rangers, Department Analyst and Director, worked
with local firm iiiDesign over the span of six months to research, write, and develop new
educational kiosk panels and trail maps. The outcome is educational panels which follow the
City’s Style Guide while highlighting the beauty of its open space. The pictures in the progress
report provide a visual summary of all of the wor k accomplished and Attachment B includes the
entire array of maps and informational panels. This year’s results have been significant and have
“caught” up the maintenance of many open space areas such that they are safer and more
welcoming for the public to use and enjoy.
Looking Ahead to 2018
The City’s Open Space team has planned out its priority projects for 2018. This coming year
will see major improvements at Johnson Ranch and Reservoir Canyon trailheads including the
installation of a 60-foot pedestrian bridge above the waterfall at Reservoir Canyon. Staff
anticipates parking and fencing improvements at both sites as well as the continued construction
and maintenance of trails throughout the City’s open space lands. Lastly, the recently acquired
Waddell Ranch property will be included in an update to the Irish Hills Conservation Plan which
will include its comprehensive study and planning for resource protection and appropriate public
access. Other anticipated activities include new kiosks, bridge and gate repairs as well as fire
fuel reduction, mitigation projects, and new directional blade signage throughout the city’s trail
system.
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CONCURRENCE
City Administration’s Natural Resources Manager, Bob Hill, concurs with this report.
ENVIRONMENTAL REVIEW
When adopted on December 15, 2015, a Negative Declaration was approved for the Maintenance
Plan. In addition, to being compliant with the Plan, all activities undertaken in protecting the
City’s Open Space by the Rangers, are done in a manner consistent with all adopted City
policies, ordinances, and open space and/or natural reserve conservation plans.
FISCAL IMPACT
This report on maintenance activities does not have a new fiscal impact. The activities are
funded through the adopted 2015-17 and 2017-19 Financial Plans and include the Annual Open
Space Maintenance CIP and resources from the operational budget for the Ranger Service
Program in the Parks and Recreation Department.
Attachments:
a - 2017 Update Annual Open Space Maintence Plan
b - Open Space Education Panels 2017
c - PRC Minutes 12-6-17
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Annual Open Space Maintenance Report
2017 PROGRESS REPORT
CITY OF SAN LUIS OBISPO
OPEN SPACE MAINTENANCE PLAN
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Laguna Lake
Annual Open Space Maintenance Report Page 1
NEW
2017TRAILHEAD AMENITIES
After | Spanish Oaks
Islay Hill
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Small Kiosk
Annual Open Space Maintenance Report Page 2
Terrace Hill
Bishop Street Entrance
Large Kiosk
NEW
2017TRAILHEAD AMENITIES
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Hiking Etiquette open space
YIELD TO UPHILL
TRAFFIC
Hiking Etiquette
• Hike single file, share the trail with others
• No amplified music/noise
• Stay on designated trails. Creating new trails
or cutting switchbacks creates erosion, damages
vegetation and habitat
• Please DON’T litter
• Uphill traffic has right of way
• Hike with a plan and let others know your route
• Trail runners yield to hikers/walkers
• Don’t use wet trails, it causes damage
• Be respectful of wildlife and livestock
• Embrace Leave No Trace ethics.
Using the open spaces is not a right,
it’s a privilege we need to keep
Recommendations for a good hike:
• Bring enough water for you and
your group
• Use sunscreen or wear long
sleeved shirts
• Wear a hat to help shade the sun
• Closed toe shoes are always
a good idea
• Have a map if you aren’t familiar
with the area
• Hike with a friend
• Don’t just hike in one place, search
out new hikes
Eurasian PLATE
PhilippinePLATE
Pacific PLATE
Juan de Fuca PLATE
AntarcticPLATE
Indian-AustralianPLATE
North AmericanPLATE
Caribbean PLATE
CocosPLATE
Nazca PLATE
South AmericanPLATE
ALEUTIAN ISLAND S
ALEUTIAN TR E N C HJAPANTRENCHKURILTRENCHMARIANASTRENCHJAVA TRENCH
CHILE RISEEAST PACIFIC RISEP AC IF IC-A N TA R C TIC R ID GE
NE
W
H
E
B
R
I
D
E
S
TR
E
N
C
H
P
ERU -C
HI
LE TRENCHANDUSSOUTH EAST INDIAN RISE KERMADEC TONGATRENCHMauna Loa
Ngauruhoe
Ruapehu
Kilauea
Taal
Mayon
Merapi
DempoKrakatoaSemeru
Lassen
St. Helen’s
Rainier
KatmaiPavlof
Shishaidin
Klyuchevskaya
Osorno
Azufral
Misti
CotopaxiPuracéRuizPelee
Soufrière
IzalcoPoàs
Popocatépetl
Paricutin
EQUATOR
SACLE IS TRUE ON ON THE EQUATOR
0
0
1,000 2,000
2,000 4,000
3,000 MI
KM
Spreading plate boundaries Converging plate boundaries Volcanic arcs Major active volcanoes Pacific Ring of Fire
Geologyour local
Understanding our local geology requires a larger view of our global
geology and the forces of plate tectonics at work.
The rocks of our coastal ranges were originally created deep under water at the boundary
of the Pacific plate and the American plate. In this region the Pacific plate, containing
dense oceanic rock, was thrust beneath the American plate, containing less dense rock.
This tumultuous zone is responsible for the creation of a variety of different rock types that
comprise the Franciscan Formation. The age of the Franciscan spans from Early Jurassic
(190 million years ago) to Late Cretaceous (75 mya). There are no known formations beneath
the Franciscan and it is thought to extend downward to the upper mantle of the Earth’s crust.
The Basalts, of volcanic origin, appear as a dark reddish brown and
highly fractured mass. Much of our basalt has been hydrothermally
and tectonically altered to “redrock”, a crumbly decomposed material
that is commonly used as a dirt road base within the county.
Chert is a highly weather resistant rock and is
commonly seen as outcroppings. A prominent
example can be seen on the King trail in Irish
Hills. This rock is initially formed as a precipitate
when silica in the super-heated Basalts contact
and saturate sea water. Upon cooling, the silica
“gels” and then is deposited as layered beds.
An excellent layered example can be found at the water tank on the
Felsman Loop trail at Bishop Peak.
Graywacke is a poorly-sorted, coarse grained sandstone
sedimentary rock that was originally deposited undersea from
turbidity currents within the subduction zone. Considered a
“dirty sandstone”, it doesn’t commonly appear as outcrops,
as it is easily eroded compared to other Franciscan rocks.
Serpentine is an easily identifiable
rock, due to its bluish-green hue
and amorphous structure. It is also
quite common in our immediate area.
Serpentine is originally intruded into
fault zones in deep ocean
environments. The visible Serpentine
ridges –South Hills, Reservoir Canyon,
Irish Hills–are the core of these
intrusions made visible following
uplift then erosion of the less resistant
surrounding rocks.
Blue Schist occurs as isolated and fragmentary lenses. It is a
metamorphic rock seen occasionally but shares little universal
agreement on its genesis. The blueschist may have originated as
oceanic basalt that was subjected to very high pressure but
relatively low temperature. This is truly an enigmatic member of
the Franciscan Formation.
Western coastal California has some of the most complex
geology of the North American Continent.
The East Pacific subduction zone, propelled by the forces of mid-oceanic spreading,
shifted from one of compression/subduction to right lateral shear. The offshore
subduction zone later altered and shifted ashore to what is now observed as the
present day San Andreas Fault. Being at the edge of an intensely violent but profoundly
slow tectonic boundary, we are able to observe the complex effects of uplifting, folding,
faulting, and eroding of the terrain around us. During these times of changes in sea
levels and landforms, extensive marine shales were deposited in the surrounding
areas beyond San Luis and Chorro Valleys. The Monterey, Pismo and Paso Robles
Formations were deposited as extensive, white layered marine shale beds. The Chorro
and San Luis Valleys also witnessed the creation of Bishop Peak, Cerro San Luis,
Terrace and Islay Hill. These relatively recent iconic Dacite intrusions (plugs) are eroded
internal remnants of volcanic cones, Oligocene in age. (22-26 mya). These volcanic
vents penetrated through the underlying Franciscan Formation and are surrounded
by the eroded detritus of nearby features.
DESCENDING FARALLON PLATE
?
??
FRANCISCAN ASSEMBLAGE
OCEANIC CRUST OF
PACIFIC PLATE
GREAT VALLEY SEQUENCE
CONTITENTAL CRUST OF
NORTH AMERICAN PLATE
SIERRA NEVADA VOLCANOS
3 5 °1 7 '3 0 "N3 5 °1 7 '3 0 "N3 5 °1 7 '0 "N3 5 °1 7 '0 "N3 5 °1 6 '3 0 "N3 5 °1 6 '3 0 "N3 5 °1 6 '0 "N3 5 °1 6 '0 "N
0 0.25 0.5 1 1.5 2 MILES
Open Spaces
san luis obispo
Please respect
private property
and stay on trails.
Please observe the City of San Luis Obispo Open Space rules found
at each location. Violators will be cited under San Luis Obispo
Municipal Codes; Fines in excess of $561.
Hikers and mountain bikers can explore 52+ miles of
trails running through over 3,500 acres of Open Space
properties belonging to the City of San Luis Obispo.
In case of emergency dial 911.
For Ranger Service call (805) 781-7302.
For more information and downloadable trail maps
visit Ranger Service page at www.slocity.org
Reservoir Canyon
NATURAL RESERVE
South Hills
NATURAL RESERVE
Terrace Hill
OPEN SPACE
Johnson Ranch
OPEN SPACE
Laguna Lake
NATURAL RESERVE
Bishop Peak
NATURAL RESERVE
Irish Hills
NATURAL RESERVE
Cerro San Luis
NATURAL RESERVE
Stenner Springs
NATURAL RESERVE
Islay Hill
OPEN SPACE
Climbing Experience & Impact
Even when considering its limited elevation and the total amount of
climbable rock face, the hard dacite rock that is characteristic of the
Morros, and Bishop Peak, provides a high quality climbing experience.
This, combined with a pleasant year round climate, make Bishop Peak
an ideal location for moderate climbing.
Many of the crags are accessed by ‘social trails’ which have been created by
frequent travel over previously undisturbed habitat. As more climbers come
into the area it is important to consider the impacts of climbing on the Peak.
Many of these social trails have become impacted and worn and new trails
have begun to appear, particularly between the different walls. Unfortunately,
these new unsanctioned trails lead to greater impacts on the land including:
soil compaction, erosion, and vegetation loss at the base of climbs, and on
approach and descent trails, destruction of cliffside vegetation and lichen,
disturbance of cliff-dwelling animals, litter, and the visual blight of chalk marks,
pin scars, bolts, and gear that has been left behind.
All climbers, be they visitor or regular, are encouraged to
use existing trails and be mindful of the impacts your use
has on this natural resource.
History
Rock climbing is a long standing historic use at
Bishop Peak, with evidence of early use going
back as far as the World War II era. Regular
climbing activity appears to have begun in
the mid to late 1970’s. Most of the “roped
climbing” at Bishop Peak has focused on the
north facing cliffs and crags known as P-Wall,
Shadow Wall and Cracked Wall as well as the
Summit Blocks. In recent years, bouldering
has become popular at Pete Boulder, Clorissa
Boulder, Hummingbird Boulder, the Boulder in
the Woods and the Potato.
Climbing
at bishop peak
Minimum Impact Practices
It is important to remember that climbing should not interfere with the
overall management of Bishop Peak, which is designated as a Natural
Reserve with natural resource protection its primary goal*. These
impacts can be eliminated or greatly reduced by following minimum
impact practices and leave no trace ethics.
Though you may consider the individual impacts of
your actions as insignificant, when multiplied by all
of the people who climb here every year they can have
a significant, long lasting effect..
*San Luis Obispo Municipal Code 12.22.050
Hard dacite rock, combined with a pleasant
year round climate, make Bishop Peak an
ideal location for moderate climbing
!Climb at your own risk
PHOTO BY: Douglas Bush
Wildflowersour local
“A world without open country would be universal jail.”
— ED ABBEY
Each year our springtime brings a profusion of wildflowers.
When our surrounding hills turn green, it’s soon after they
appear dusted with yellows, oranges and other colors.
From the California Poppy to Mustard and the stately Yucca, the change of our
seasons bring about the changing beauty of our open spaces. But the spectacular
display of wildflowers neither begin nor end with the passage of Spring. All Flowering
plants have their own particular bloom period. The annual wildflowers appear first and
rapidly bloom, undergo pollination, and set seed before the dry summer can end their
life cycle. Look for Chinese Lanterns in Oak Woodlands and Gold Fields and Baby
Stars in open grass land. Perennial herbs can persist longer and into the summer
months before going dormant.
Late-blooming bulbs can be seen veiled on the dried grassy slopes where you’ll find
Mariposa, Golden Stars and other Lilies mid-summer. In the Chaparral surrounding the
City, Black Sage, Ceanothus and Sticky Monkey Flower all come into bloom to delight
the observant hiker. Winter-blooming shrubs are Chaparral Current and Fuchsia-
flowered Gooseberry.
There are hundreds of wildflowers in our area that many can be found at any given
time of the year. Most have lived here since pre-Columbian times, but many have
arrived in recent years. The vast fields of mustard, the noxious thistles and the
escaped ornamental plants have contributed to our springtime palette of colors.
Take your time and look closely at your
surroundings as you pass through them to further enjoy your outdoor experience.
Wildflowers of San Luis Obispo, California is an
excellent guide to initiate the trail user to our treasures
that bloom. It was written by a consortium of botanists,
enthusiasts and photographers with a passion for our
flora and can be found at the Parks and Recreation
office (1341 Nipomo Street in San Luis Obispo).
Club-Haired Mariposa Lily
Calochortus clavatus spp. clavatus
Twinning Snapdragon
Antirrhinum kelloggii
Tidy Tips
Layia platyglossa
Coast Indian Paintbrush
Castilleja affinis
Palmer’s Monardella
Monardella palmeri
Gum Plant
Grindelia hirsutula
PHOTO BY: Ranger Service Staff
Our open spaces are home to some
of the most diverse and unique
wildflowers found in the country.
Wildflowers exist here that can survive in
no other environment.
Palmer’s Monardella
(Monardella palmeri)
is unique to serpentine soils.
Uncommon Jewel flower
(Streptanthus albidus ssp.peramoenus)
is an inconspicuous flower found
on disturbed serpentine slopes.
NEW
2017TRAILHEAD PANELS
Annual Open Space Maintenance Report Page 3Packet Pg 15
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VOLUNTEER HOURSJAN 2017 to NOV 2017764
15.5
volunteers’ value
Total Hours Worked
total volunteer hours spent atThe M trail
Wednesday Work Days
total volunteer hours spent at
Saturday Work Days
total volunteer hours spent at
400
total hours
39 days X 3 hrs
131by Dean arrighi
Volunteer hours worked
288
total hours
15 days X 3 hrs
Volunteer patrol hrs
by grace demPsey
$59,799.19
723
total hours
28 days X 3 hrs
Number of volunteers
2225.5
Annual Open Space Maintenance Report Page 4Packet Pg 16
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EQUIPMENT
2017
Annual Open Space Maintenance Report Page 5
Mini Excavator
Sutter
Of Use
Hours
0
Waiting to be delivered 67
of USE
Hours
of USE
Hours
55165
Of Use
Hours
Gator
Tractor
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4
recieved certs
Rangers
Mechanized Trail Equipment Training & Certification by Trails
Unlimited LLC
200
of training
Hours
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EQUIPMENT TRAINING
Hosted at Whale Rock
Mini Excavator
2017
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Junior Ranger
Activity Camp
(JRAC)
WOW Week
Trailhead information
Ranger
Led Hikes
Laguna Lake
Camp Out
After School Ranger
Talks
TOTAL 2,133 hrs
of public education
15 students X 6 hours per day X 5 days450 hrs
18 students X 6 hours per day X 5 days540 hrs
800 students X 6 min informed about rules
& open space80 hrs
One hike per month528 hrs
15 talks, 1 hour each, with 34 students510 hrs
3 groups X 11 people X 45 mins25 hrs
August
June
PUBLIC EDUCATION
These numbers only represent the formal education
provided by ranger staff.
Rangers engage with hundreds of visitors a week and are constantly
educating the public about rules, wildlife plants, trail and more.Jan 1, 2017 - Present
September
Annual
September &
August
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Annual Open Space Maintenance Report Page 8
Using Instagram to promote
laws & trails less traveled
Hike Reservoir Canyon Loop, Orange Loop, Lemon
Grove Loop, King Trail, Terrace Hill,
Bob Jones (Prado Rd) and Allen K. Settle
Take a photo at each & tag @pixonpeaks
Then come into our office to show us all
the photos you receive a FREE hat!
New Logo
PUBLIC OUTREACH Two education campaigns2017
Hikes with Hounds and
@pixonpeaks
Prize Hat
Community Posts using #PixOnOPeaks
over 3,000 photos
500+
PAPER TRAIL
MAPS GIVEN
AWAY
1,500
LEASHES
GIVEN AWAY
AT TRAIL
ENTRANCES
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Annual Open Space Maintenance Report Page 9
ENFORCEMENT
2017
Dog Off Leash 88
Open Space Closed Per Director 29
Smoking 92
Camping Overnight/Riparian Corridor 19
Disposing/Collecting Trash at Riparian 5
Alcohol 45
Littering 2
Night Hiking 26
Parking Citation 10
Possessing Alcohol by a City Riparian 4
Traveling Off Trail 20
Disturbing Natural Rescources in a Riparian 4
100
90
80
70
60
50
40
30
20
10
0
Types of Tickets RESERVOIR CANYON1
TICKETS PER OPEN SPACE
BISHOP PEAK13
BOB JONES62
CERRO SAN LUIS35
CREEKS40
IRISH HILLS9
JOHNSON RANCH27
LAGUNA LAKE35
SOUTH HILLS9
TERRACE HILL5
ISLAY HILL1
BIANCHI OPEN SPACE8
STENNER SPRINGS0
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CREEK
STEWARDSHIP
Annual Open Space Maintenance Report Page 10
Rangers Total ACTUAL
January 1- November 18
14,660 lbs
TOTAL COMBINED
as of Nov 18, 2017
40,040 lbs
or 20 Tons
Contract Total 2017 EST
25,380 lbs+illegal
campsas of Nov 15, 2017
Contract Cleanups
On-going Creek
Maintenance
Illegal camps create trash that rangers remove daily.
2017
158
May 2, 2017 May 3, 2017 June 15, 2018 Aug 14, 2017 Oct 6, 2017 Nov 21, 2017
3,750 lbs 3500 lbs 2840 lbs 5100 lbs 4300 lbs 5890LBS
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Ranger Service Team 2017
2017 PROGRESS REPORT
CITY OF SAN LUIS OBISPO
OPEN SPACE MAINTENANCE PLAN
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3 5 °1 7 '3 0 "N3 5 °1 7 '3 0 "N3 5 °1 7 '0 "N3 5 °1 7 '0 "N3 5 °1 6 '3 0 "N3 5 °1 6 '3 0 "N3 5 °1 6 '0 "N3 5 °1 6 '0 "N
0 0.25 0.5 1 1.5 2
MILES
Open Spaces
san luis obispo
Please respect
private property
and stay on trails.
Please observe the City of San Luis Obispo Open Space rules found
at each location. Violators will be cited under San Luis Obispo
Municipal Codes; Fines in excess of $561.
Hikers and mountain bikers can explore 52+ miles of
trails running through over 3,500 acres of Open Space
properties belonging to the City of San Luis Obispo.
In case of emergency dial 911.
For Ranger Service call (805) 781-7302.
For more information and downloadable trail maps
visit Ranger Service page at www.slocity.org
Reservoir Canyon
NATURAL RESERVE
South Hills
NATURAL RESERVE
Terrace Hill
OPEN SPACE
Johnson Ranch
OPEN SPACE
Laguna Lake
NATURAL RESERVE
Bishop Peak
NATURAL RESERVE
Irish Hills
NATURAL RESERVE
Cerro San Luis
NATURAL RESERVE
Stenner Springs
NATURAL RESERVE
Islay Hill
OPEN SPACE
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Hiking Etiquette open space
YIELD TO
UPHILL
TRAFFIC
Hiking Etiquette
• Hike single file, share the trail with others
• No amplified music/noise
• Stay on designated trails. Creating new trails
or cutting switchbacks creates erosion, damages
vegetation and habitat
• Please DON’T litter
• Uphill traffic has right of way
• Hike with a plan and let others know your route
• Trail runners yield to hikers/walkers
• Don’t use wet trails, it causes damage
• Be respectful of wildlife and livestock
• Embrace Leave No Trace ethics.
Using the open spaces is not a right,
it’s a privilege we need to keep
Recommendations for a good hike:
• Bring enough water for you and
your group
• Use sunscreen or wear long
sleeved shirts
• Wear a hat to help shade the sun
• Closed toe shoes are always
a good idea
• Have a map if you aren’t familiar
with the area
• Hike with a friend
• Don’t just hike in one place, search
out new hikes
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Trail Etiquette & Safety
open space
Nice Matters when sharing trails. Trail users in SLO County
have established a culture of sharing trails courteously. That
sharing culture allows land managers to continually expand
the trail system, and improves all users’ trail experience.
Cyclists
•Use a bell. Using a bell sends the message that you intend
to share the trail courteously – a message that hikers and
equestrians greatly appreciate.
•Expect to see other users on the trail.
Slow down around corners and where your
view of the trail ahead is limited.
•Yield to hikers and runners. Stop and step to
the side of the trail as soon as you see another
user approaching. Riding up to them makes
them think you are not going to stop.
•If other users choose to yield to you, dismount or ride very
slowly as you pass.
•Downhill traffic stops for uphill traffic (these are narrow trails).
Dog Owners
•Keep your dog on a leash, many users are frightened by dogs.
•Bag your dog’s waste and put it in a trash can at the trailhead.
•Never leave poop bags, even if you intend to collect them on
your way out. Carry them with you, or immediately drop them
in trailhead trash cans.
The trail system around San Luis
Obispo accommodates hikers,
runners, and cyclists.
All Users, please:
• Stay on signed trails and roads
•Be alert for other users on the trail.
If using headphones, keep one ear open.
•Downhill traffic yields to uphill traffic.
STOP when yielding, step toward the side
and wait for the other user to pass.
•When other users yield to you, stay on the
trail. Don’t go off-trail to get around them.
Please do your part to ensure that
others will enjoy these trails as
much as you and that our local trail
system continues to expand.
Nice Matters: Smile, be positive &
be sympathetic to others’ concerns.
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Wildflowersour local
“A world without open country
would be universal jail.”
— ED ABBEY
Each year our springtime brings a profusion of wildflowers.
When our surrounding hills turn green, it’s soon after they
appear dusted with yellows, oranges and other colors.
From the California Poppy to Mustard and the stately Yucca, the change of our
seasons bring about the changing beauty of our open spaces. But the spectacular
display of wildflowers neither begin nor end with the passage of Spring. All Flowering
plants have their own particular bloom period. The annual wildflowers appear first and
rapidly bloom, undergo pollination, and set seed before the dry summer can end their
life cycle. Look for Chinese Lanterns in Oak Woodlands and Gold Fields and Baby
Stars in open grass land. Perennial herbs can persist longer and into the summer
months before going dormant.
Late-blooming bulbs can be seen veiled on the dried grassy slopes where you’ll find
Mariposa, Golden Stars and other Lilies mid-summer. In the Chaparral surrounding the
City, Black Sage, Ceanothus and Sticky Monkey Flower all come into bloom to delight
the observant hiker. Winter-blooming shrubs are Chaparral Current and Fuchsia-
flowered Gooseberry.
There are hundreds of wildflowers in our area that many can be found at any given
time of the year. Most have lived here since pre-Columbian times, but many have
arrived in recent years. The vast fields of mustard, the noxious thistles and the
escaped ornamental plants have contributed to our springtime palette of colors.
Take your time and look closely at your
surroundings as you pass through them
to further enjoy your outdoor experience.
Wildflowers of San Luis Obispo, California is an
excellent guide to initiate the trail user to our treasures
that bloom. It was written by a consortium of botanists,
enthusiasts and photographers with a passion for our
flora and can be found at the Parks and Recreation
office (1341 Nipomo Street in San Luis Obispo).
Club-Haired Mariposa Lily
Calochortus clavatus spp. clavatus
Twinning Snapdragon
Antirrhinum kelloggii
Tidy Tips
Layia platyglossa
Coast Indian Paintbrush
Castilleja affinis
Palmer’s Monardella
Monardella palmeri
Gum Plant
Grindelia hirsutula
PHOTO BY: Ranger Service Staff
Our open spaces are home to some
of the most diverse and unique
wildflowers found in the country.
Wildflowers exist here that can survive in
no other environment.
Palmer’s Monardella
(Monardella palmeri)
is unique to serpentine soils.
Uncommon Jewel flower
(Streptanthus albidus ssp.peramoenus)
is an inconspicuous flower found
on disturbed serpentine slopes.
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Climbing Experience & Impact
Even when considering its limited elevation and the total amount of
climbable rock face, the hard dacite rock that is characteristic of the
Morros, and Bishop Peak, provides a high quality climbing experience.
This, combined with a pleasant year round climate, make Bishop Peak
an ideal location for moderate climbing.
Many of the crags are accessed by ‘social trails’ which have been created by
frequent travel over previously undisturbed habitat. As more climbers come
into the area it is important to consider the impacts of climbing on the Peak.
Many of these social trails have become impacted and worn and new trails
have begun to appear, particularly between the different walls. Unfortunately,
these new unsanctioned trails lead to greater impacts on the land including:
soil compaction, erosion, and vegetation loss at the base of climbs, and on
approach and descent trails, destruction of cliffside vegetation and lichen,
disturbance of cliff-dwelling animals, litter, and the visual blight of chalk marks,
pin scars, bolts, and gear that has been left behind.
All climbers, be they visitor or regular, are encouraged to
use existing trails and be mindful of the impacts your use
has on this natural resource.
History
Rock climbing is a long standing historic use at
Bishop Peak, with evidence of early use going
back as far as the World War II era. Regular
climbing activity appears to have begun in
the mid to late 1970’s. Most of the “roped
climbing” at Bishop Peak has focused on the
north facing cliffs and crags known as P-Wall,
Shadow Wall and Cracked Wall as well as the
Summit Blocks. In recent years, bouldering
has become popular at Pete Boulder, Clorissa
Boulder, Hummingbird Boulder, the Boulder in
the Woods and the Potato.
Climbing
at bishop peak
Minimum Impact Practices
It is important to remember that climbing should not interfere with the
overall management of Bishop Peak, which is designated as a Natural
Reserve with natural resource protection its primary goal*. These
impacts can be eliminated or greatly reduced by following minimum
impact practices and leave no trace ethics.
Though you may consider the individual impacts of
your actions as insignificant, when multiplied by all
of the people who climb here every year they can have
a significant, long lasting effect..
*San Luis Obispo Municipal Code 12.22.050
Hard dacite rock, combined with a pleasant
year round climate, make Bishop Peak an
ideal location for moderate climbing
!Climb at your own risk
PHOTO BY: Douglas Bush
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Hazardsopen space
Safety starts by being mindful of these hazards
and staying on trail while in our open space.
Ticks
Ticks are commonly found along trails waiting to
attach to a host walking by. They are most active
during the summer months.
Ticks are small parasitic insects that may attach to your skin and
begin feeding on your blood. They will gorge themselves and after
approximately 24-hours, can potentially release harmful bacteria from
their bodies back into their host’s blood system.
Deer ticks and Brown Dog ticks are the most common species and
both can carry the bacteria known as Borrelia burgdorferi, which can
cause Lyme disease, an infection that attacks people in the form of rashes,
arthritis, numbness, neurological disorders, or worse. If found early, a doctor
can easily remove the tick ensuring to get all parts of the arachnid’s body. If
a tick has been attached for a while and a red ring is evident, further testing
and treatment may be needed to prevent a serious disease.
Rattlesnakes
Rattlesnakes commonly emerge in the spring and are active in the summer
months. It is important to stay on trails since they blend in and can deliver a
venomous bite if startled.
Rattlesnakes are a native reptile that live in rugged chaparral habitat. These snakes are “pit” vipers
which means they have small pores on the front of their heads that sense heat from prey. Once they
hone in on where their prey is, they lunge and deliver a venomous bite to incapacitate their victim.
Once the poison has had time to work, they will consume their prey.
Rattlesnakes range from 1-7 feet in length, have a diamond shaped head and a rattle on their tail.
The rattle is formed when the snake sheds its skin to allow for growth and the number of buttons on
the rattle usually indicates the relative age of the snake (one button for each skin shedding).
Being ectothermic, or cold blooded, they can usually be found in places sunning themselves to allow
for quicker movement. They are ovoviviparous meaning that the female carries the eggs of the young
inside her until they hatch, and then has live birth. Rattlesnakes are long lived, ranging from 10-25 years.
Poison oak
Careful trekking in open space and staying on the trail will
offer enough distance for you and poison oak to live together.
Poison oak is a native riparian plant species with a kick. If the oils of this plant
come into contact with your skin a serious rash can develop. Poison oak is a
woody vine that is a member of the sumac family. This plant can be found in
riparian and chaparral habitats. “Leaves of three, let it be” is the common saying
to help remember what to look for. Urushiol is the irritating oil present on the
plant that causes an allergic reaction. Poison oak is deciduous but the woody
vines can still cause a reaction. When the plants leaf out in the spring and are
in full bloom in the summer, they are likely to pass along their oils to you.
Adult Female
‹ Adult Male
Nymph
Larva
PHOTO CREDIT: TickEncounter Resource Center
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Oak Woodlandsthe
Oak Woodlands are a major component of San Luis Obispo’s
natural landscape. Oak Woodlands are valuable for many
reasons, including natural resource diversity and ecology,
environmental benefits, and aesthetic and open space values.
Natural Resources Diversity & Ecology
Much of the diversity of the state’s wildlife is found in oak ecosystems.
Oaks provide habitat to more different animals than any other
ecosystem in the state. Over 320 terrestrial vertebrates and thousands of
invertebrates are associated with California’s oak landscapes. Acorns as
well as oak leaves, wood and sap are sustenance for a myriad of insects,
birds, and mammals. Many other species, including amphibians, reptiles and
birds, do not directly feed on oaks but prey heavily on insects that do. Oaks
also contain nooks, crannies, perches and passages, places that are homes,
breeding grounds and resting areas for many animal species. Small mammals
such as mice, voles, gophers, moles and others rely upon and may assist oaks.
By eating mycorrhizal fungi, they spread the spores of this beneficial fungus
into areas where young trees are growing. The fungi attach to the roots of oaks
and enhance the uptake of inorganic nutrients from the soil. Even though these
mammals often kill young oaks by eating their bark, roots or leaves, in other
cases they appear to enhance their chances of survival.
Aesthetic and Open Space Values
The presence of attractive trees such as the Oak is
associated with positive perceptions about a place.
Looking at trees reduced stress in individuals, so much so that hospital
patients who have a view of trees and natural areas have significantly
shorter stays, require less pain medicine and have fewer postoperative
complications. People feel more comfortable in a shaded, open area
of trees, compared to parking lots or other hard-surfaced areas. Urban
residents who lived in “greener” surroundings reported lower levels of
fear, fewer incivilities, and less aggressive and violent behavior. Research
found that the “greener” an apartment building’s surroundings were, the
fewer crimes were reported. Research into children with Attention Deficit
Disorder has found the “greener” a child’s play area, the less severe his or
her attention deficit symptoms and that these children function better than
usual after activities in green settings. Because of these and other reasons,
over 100 California municipalities, including the City of San Luis Obispo,
have enacted preservation ordinances for oak protection.
Source: County of San Luis Obispo Voluntary Oak Woodlands Management Plan, 2003
Environmental Benefits
Like all trees, oaks produce oxygen and
through their normal respiration reduce
air pollutants. The air pollutants
partially controlled by oaks include
nitrogen oxides, sulfur dioxides,
carbon monoxides, carbon dioxide,
ozone as well as particulate matter
smaller than 10 microns in size.
Other benefits of oak trees are
extensive. They include shade, wind
control, improved air quality, oxygen
production and carbon dioxide reduction,
reduced water runoff and erosion and
improved water quality, noise abatement,
glare reduction, animal habitat, visual
enhancement, and reduced cooling and
heating expenses.
‹ Ash Throated Flycatcher
Pictured Above: A House Wren
PHOTOS BY: Terra Verde Environmental
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Steelhead Trout
Steelhead trout are the anadro-
mous form of resident rainbow
trout. Anadromous means that
these fish are born in fresh wa-
ter, live up to 2 years as juve-
niles in our local creeks and
then begin to move down
the watershed toward the
estuary. They will move
out into the ocean for
1-3 years and then come
back to the same creek
they were born in to lay
Conservation
The City of San Luis Obispo
works with many partners to
protect and enhance Steelhead
populations in our watershed.
Creating and restoring habitat for their rearing,
opening up barriers to allow for greater access
and controlling stormwater pollution in the
creeks are all ways we are working to save
these iconic fish.
This 24-inch male adult
Steelhead was rescued from
Cuesta Park as the creek
began to dry up. We were able
to capture this fish and relocate
it to a perennial section of the
mainstem of SLO Creek further
down in the watershed. This
fish resumed its life in another
section of San Luis Obispo
Creek and hopefully was able
to reproduce another time.
Anadromous Fish
Steelhead Trout are the anadromous form of resident Rainbow Trout. Anadromous
describes fish that are born in fresh water, live up to 2 years as juveniles in local
creeks and then begin to move down the watershed toward an estuary. They will
move out into the ocean for 1-3 years and then come back to the same creek they
were born in to lay their eggs and complete the cycle.
These fish have adapted their life cycle to survive over a variety of climatic
conditions. Fire, drought, sporadic winter deluges; Steelhead have been able to
survive for thousands of years because of their phenomenal adaptability. Steelhead
can be truly anadromous and go to the ocean before reproducing. They move to
the estuary and then migrate back upstream to lay their eggs, or they can stay
in the creek and remain resident fish.
Watersheds
A watershed is the entire area that drains to one central creek from the
ridge tops down to the ocean. The San Luis Obispo Creek watershed is
about 84 square miles and the mainstem San Luis Obispo Creek is about
15 miles in length. There are several main tributaries that feed SLO Creek
such as Prefumo Creek, Reservoir Canyon Creek and Stenner Creek,
which is the biggest Steelhead producing tributary. During the winter, Steelhead
enter the creek and begin their ascent toward prime spawning habitat high up in the
watershed, looking for year round flows.
Steelhead Troutthe
The Steelhead Trout has been able to survive for thousands
of years because it has adapted its life cycle to survive over
a variety of climatic conditions.
Migration
Steelhead Trout undertake an amazing journey during their life.
After they are born in freshwater, they spend about two years in the
creek and then move out into the ocean to develop into adult fish.
They will spend one to three years somewhere in the ocean but to
date, where they go is still a mystery. Do they stay in the nearshore
environment? Do they school up like salmon? Where do they go?
These are relevant issues for the protection of the species that they
undertake a journey in this vast environment. With many unknown
hazards, it is challenging to offer their protection.
Obstacles
Steelhead Trout are resilient fish with the ability to face and overcome
many obstacles, but dams and old diversion structures built to
provide water storage or delivery can prevent them from getting back
to their spawning grounds. The City has worked and continues to
work toward removing impediments in the creek to allow these fish to
access all portions of the watershed.
Fresh Juvenile Phase
WATER
WET SEASON
WET SEASON
DRY SEASON
(1-3 YEARS)
Ocean Residency
Ocean Entry
Smolts
WinterRun
“Kelts”
“Parr”
Fry
Eggs
(2-3 YEARS)
FreshwaterResidency
FreshwaterResidentAdults*FreshwaterJuveniles***
LagoonJuveniles
Spawning
Spawning
?
AnadromousAdults**
Other PopulationsElsewhere
(2-3 YEARS)
WATERSalt ma
turation
* Rainbow Trout
** Steelhead Trout
*** Individual-level plasticity foranadromous vs. freshwater fates is not currently known
TYPICAL LIFE HISTORIES OFOncorhynchus mykiss
KNOWN TO OCCUR IN SOUTHERN CALIFORNIA
A PARTIAL ENUMERATION
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Many San Luis Obispo
families experienced life on
the slopes of Terrace Hill,
including the Callaway and
Mazza families.
The Callaway Family
In March of 2010, an oral history was
undertaken with the now late Bill Callaway
(retired City of San Luis Obispo Fire
Marshal) and his mother “Sis” Callaway.
Mrs. Callaway was born in 1918 on a
ranch above the old County Hospital just
off of what today is Bishop Street. Mrs.
Callaway recalled milking cows before
going to school in the mornings.
The Mazza Family
Pacifico Mazza, a Southern Pacific
railroad employee purchased a five-
bedroom house at the corner of Rachel
Street and Rachel Court, along with a
significant portion of the Terrace Hill land.
Mr. Mazza built four additional houses
north of and east of the existing five-
bedroom house. This large house was
once a boarding house, and some of the
railroad crews from San Francisco and
Los Angeles would stay there, as well as
in one of the smaller houses northwest of
the Big House. The Mazza Family kept
cattle on Terrace Hill until around 1950,
when some of the property on the hill
was sold to a gravel operation.
Terrace Hill Open Space history
Terrace Hill is the only open space property included in the
City of San Luis Obispo’s “Contributing Property List of
Historic Resources” due to its association with important
historic events and people.
The Morros
Terrace Hill is one of nine “Morros,” geologically speaking. The Morros are ancient
volcanic peaks that have eroded to the core plugs. The ancient peaks, located on the
Pacific Plate, originated some 400 miles southeast near the present-day area of San
Diego during the Miocene era about 25 million years ago. Known as the “Nine Sisters,”
or sometimes the “Seven Sisters,” the Morros include Morro Rock (State Historical
Landmark No. 821), Black Hill, Cerro Cabrillo, Hollister Peak, Cerro Romauldo,
Chumash Peak, Bishop Peak, Cerro San Luis Obispo, and Islay Hill. The deeply
submerged Davidson’s Seamount in Estero Bay, Righetti Hill and Terrace Hill are
typically omitted from the named sisters (Mountains of Fire: San Luis Obispo’s Famous
Nine Sisters- A Chain of Ancient Volcanic Peaks. Dickerson, 1990.)
Early Inhabitants
The earliest inhabitants near and around Terrace Hill were the Chumash Native
Americans, followed by the Spanish and the Alta California Missions. Mission San Luis
Obispo de Tolosa was one of the more economically successful missions and ran
considerable numbers of cattle. The mission placed sentinels on the top of Terrace Hill to
look out for marauding outsiders.
The Buena Vista Addition
By the mid 1880’s San Luis Obispo and San
Francisco leading businessmen/speculators
were pushing for the Southern Pacific Railroad to
continue the line from San Francisco further up
the Salinas Valley and eventually extend down
Cuesta Grade to San Luis Obispo. Money was to
be made by opening the Central Coast beyond
the more limited coastal steam ships and the
Pacific Coast Railway. This was the impetus for extensive land speculations. The
speculators purchased lands surrounding the small town and added named additions
to the town, which were in turn divided into lots for residential development. One
such subdivision was the Buena Vista Addition, a subdivision that included the
top of Terrace Hill. The name Terrace Hill originates from the Buena Vista Addition
subdivision, filed in 1887, by Edwin Goodall, president of The Goodall Syndicate
Lands (Rails Across the Ranchos. Nicholson, 1980.)
During World War II, the hilltop was used for the location of an enemy
aircraft lookout. According to Caltrans documentation, in 1948 earthen fill
and rock were taken from Terrace Hill to be used for portions of the
construction of Highway 101.
Finally, in 1986, the 22.96-acre Terrace Hill was dedicated
to the City of San Luis Obispo as Open Space as part of
the subdivision of Tract 926.
Source: Terrace Hill Open Space Conservation Plan, City of San Luis Obispo, 2015
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Early Water Supply
Reservoir Canyon was identified very early in the history of
the City of San Luis Obispo as a source of reliable water
of good quality.
In the late 1800’s the private San Luis Obispo Water Company purchased about 200 acres
of land in the canyon and constructed several small diversion dams to divert water out of
the creek and a series of pipelines to carry the water to a distribution reservoir just below
the canyon. The company also constructed an earthen dam at the mouth of the canyon to
also capture water for distribution into the City’s water supply. It was this structure that gave
the name Reservoir Canyon to the area. Prior to that time it had been known as Fillmore
Canyon.
In 1900 the City of San Luis Obispo purchased the water company in its entirety and
became the water purveyor for the community. At that time the water collection system
consisted of several diversion structures on San Luis Obispo Creek and several of its
tributaries, including Reservoir Canyon Creek, Hansen Creek, and Gularte Creek, as well
as the dam on Reservoir Canyon Creek. The purchase of the water company also included
property for a potential dam site on Stenner Creek. However, this dam was never built.
These facilities continued to operate into the 1950’s. By this time the City had secured
rights to water from the Salinas Reservoir, constructed in 1942 by the U.S. Army Corps of
Engineers as part of the war effort to supply water to Camp San Luis Obispo, which was a
major training facility during the war. With such a large water supply available, the smaller
local supplies became uneconomical to continue to operate and were eventually abandoned
as part of the City’s water supply.
Today all that remains of the local water supply system are remnants of a diversion dam on San Luis Obispo Creek, a few sections of pipeline, some
remains of small concrete diversion dams in the tributary creeks, including Reservoir Canyon Creek, and the dam face at the mouth of Reservoir
Canyon. The reservoir itself became silted in following the 1985 Las Pilitas Fire and today only holds a small volume of open water. Water still flows
over the reservoir’s outlet in a 15-foot waterfall, which is a popular walking destination for visitors.
As part of the 1994 General Plan update, the City Council formally declared that the Reservoir Canyon property would be kept as a portion of an
open space system envisioned for the community. Since that time the 284-acre Hastings property, the 207-acre Bowden Ranch property, and the
89-acre Upper Goldtree Vineyard property have been added. Today, the total land area of Reservoir Canyon Natural Reserve is 783 acres.
La Loma Adobe History
La Loma Adobe is Reservoir Canyon Natural Reserve’s most notable cultural and historic feature,
located near the top of Lizzie Street within the Reserve.
With La Loma Adobe when one considers the site and structure
together as a historic landscape, our understanding becomes that
much richer. It is typical to observe the presence of natural resources
surrounding early settlements; it is likely that La Loma Adobe was
constructed where it is because of the perennial spring that flows
adjacent, the elevated views off-site to the Mission and the surrounding
valley, and the proximity to game species and pasture for cattle.
City staff’s preliminary research is inconclusive as to how large the
original land holding surrounding La Loma Adobe was. It is known that
by the beginning of the early California period the La Viña property
(which included La Loma Adobe) was large enough to support a
substantial cattle operation when it transferred from Baptiste Garcia to
the tenure of Estevan Quintana in 1852.
Following a dispute with the U.S. Land Grant Commission in 1853
in which Estevan Quintana’s claim that La Viña rancho was deeded
by the Mexican government was denied, there was a subsequent
exchange for a portion of La Viña rancho for 3,166
acres of the 3,506.33-acre Rancho Potrero
de San Luís Obispo, which lay on Stenner
Creek about five miles northeast. The
exchange was made with Doña María
Concepción Boronda de Muñoz, one of
the prominent Boronda family of Monterey
County, CA (Dana, 1970). It is also known
that an additional quarter section of land
(160 acres) adjacent to La Loma Adobe was
homsteaded by the Boronda de Muñoz family in
1870 (Sanchez, 1998).
Reservoir Canyon Natural Reserve history
La Loma Adobe
“La Loma de la Nopalera Adobe” Literally
translated, it is the sun-dried mud brick house
on the hill of prickly pear cactus (Opuntia spp.).
The core structure is thought to have been
constructed around 1782 or earlier and it is a
rare example of a two-story adobe of “Monterey
style” architecture, making it of substantial
historic significance.
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Thistles
Not all thistles in San Luis Obispo are non-native.
In fact, the Chorro Creek Bog Thistle (Cirsium fontinale var. obispoense)
is an extremely rare plant which grows exclusively in San Luis Obispo
County. The bog thistle is listed as a federal endangered spices. It has
very specific habitat requirements, growing only in and around serpentine
springs and seeps. In wet years their habitat can expand out in to the
moist fringes of the seeps but in dry years their habitat range is restricted.
in our area
Thistles are annual or biennial plants which are part of the
sunflower family (Asteraceae). The purple or yellow flowers
turn in to furry seeds that are dispersed by the wind. Controlling Invasive Plants
Control of invasive plants can be a very
daunting task. There are a variety of ways to
go about control: manual, chemical, mechanical,
and biological.
Manual an be extremely hard work and very
expensive in labor costs.
In some cases, biological control can be an
effective and low cost solution, although extreme
care must be taken.
In Canada the Weevil (Rhinocillus
conicus) was introduced to combat
their invasive thistle problem. This little
beetle burrows into the thistle, eating the
developing seeds before they can mature.
The weevil population surged as they
ate the invasive thistles and when their
food source ran low, the weevils moved
on to the native thistle population. This
effectively turned the biological control
into an invasive species.
Mechanical means such as mowing are not
very effective because thistles can regenerate
new seed heads every time they are cut. Thistles
need to be cut off 4 inches below ground level
to effectively kill the plant. Thistles can produce
viable seed heads at only 3 inches tall.
Chemical application can have many draw
backs as well, including water contamination
and adversely affecting other plants and animals.
Invasive Thistles & Native Plants
There are many varieties of thistle, unfortunately most of the thistle species in
San Luis Obispo are non-native and invasive. These thistles displace and out
compete native plants for space, water, nutrients and sun light. Since these
thistles are relatively new to this region the native plants have not had adequate
time to develop strategies to compete with them. For example, the keystone, late
succession plant species in this area is the Coast Live Oak. It takes hundreds of
years for this tree to fill its niche in the ecosystem. It holds its place by creating
a canopy that native plants can’t survive under. It drops acorns and leaves,
creating a thick layer of duff that native plants can’t sprout through. But
Italian Thistle can grow fine through the thick duff and canopy shade
of the live oak, and when that oak tree finally falls, it might not foster the
next generation of Oak saplings but a field of thistle instead.
Unchecked invasive thistles can dominate the flora in some areas, minimizing biodiversity and making ecosystems more vulnerable to disease and less hospitable for wildlife.
Invasive Thistles & Agriculture
Not only do invasive thistles adversely affect our natural environment but also
San Luis Obispo’s long tradition of agriculture. This region’s history of grazing
land has shaped the landscape, perhaps more than any other human activity.
As invasive thistles move into grasslands, cattle eat around them looking for
more palatable plants, leaving the thistles free to seed in the newly disturbed
area. In time this can render large areas completely unviable for grazing cattle
and change the historic and cultural landscape of San Luis Obispo.
Some of the most common invasive thistles in San Luis Obispo are:
Italian Thistle (Carduus pycnocephalus), Yellow Star Thistle
(Centaurea solstitialis), and Woolly Distaff (Carthamus lanatus).
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Birds of Preyour local
Birds of prey, or “Raptors” are some of the most iconic and
well known bird species. The term ‘bird of prey’ taken literally,
would encompass many species of bird that hunt and feed on
animals and also birds that eat very small insects.
Raptors
The term ‘Raptor’ is derived from the Latin word rapere
which means ‘to take by force’.
Even these powerful
large birds are vulnerable
to the effects of our actions.
Many Raptors are endangered and all are
protected under state law. Threats to these
large birds of prey are varied, and include
loss of foraging areas, loss of nesting habitat,
pesticide poisoning, lead poisoning and
collision with man-made structures.
Raptors, being apex predators, are more
susceptible to the accumulation of pesticides
and chemicals that have been ingested by
species lower down the food chain. This is
known as Biomagnification. Issues that arise
within raptor populations can be indicators to
possible risks to another apex predator: humans.
Apex Predators
Many raptors are considered Apex Predators
(the top of the food chain) and will even feed on
other bird species (Avivores). Most will eat carrion
(the decaying flesh of dead animals) occasionally
with Vultures and Condors having this consist as
their main food source.
These birds have excellent vision that
allows them to spot prey during flight.
They usually hunt during the daytime
(diurnal), with the exception of owls who
hunt at night (nocturnal).
Raptors have, in general, powerful beaks
for tearing flesh and strong talons and
feet for holding down their prey, with the
exception of Turkey Vultures.
The sweeping grasslands and oak woodlands around
San Luis Obispo provide great habitat for Raptors.
Beneath the canopy of the Oak woodlands the Cooper’s Hawk
and Sharp-shinned Hawk, with their shorter wings and rapid
twisting flight, use their agility to pursue and catch small birds.
Other raptors that hunt this way are falcons and kites. The open
fields, meadows, and the hills of the Morros, where warm thermal
updrafts lift the broad winged Red-tailed Hawk or Golden Eagle
high up allowing them to stay aloft as they scour the landscape
with their keen vision for any movement below. Very common
around San Luis Obispo is the Turkey Vulture. These unusually
silent birds can soar at low altitudes where they use their sense
of smell to find carrion.
PHOTO BY: Ranger Service Staff
PHOTO BY: Terra Verde Environmental
Bald Eagle ›
Great Horned Owl ›
‹ Red-Tailed Hawk
‹ Northern Harrier
‹ Turkey Vulture
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Eurasian PLATE
PhilippinePLATE
Pacific PLATE
Juan de Fuca PLATE
AntarcticPLATE
Indian-AustralianPLATE
North AmericanPLATE
Caribbean PLATE
CocosPLATE
Nazca PLATE
South AmericanPLATE
ALEUTIAN ISL A N D SALEUTIAN T R E N C HJAPANTRENCHKURILTRENCHMARIANASTRENCHJAVA TRENCH
CHILE RISEEAST PACIFIC RISEPAC IFIC -AN TARC TIC RID G E
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Ngauruhoe
Ruapehu
Kilauea
Taal
Mayon
Merapi
DempoKrakatoaSemeru
Lassen
St. Helen’s
Rainier
KatmaiPavlof
Shishaidin
Klyuchevskaya
Osorno
Azufral
Misti
Cotopaxi
PuracéRuizPelee
Soufrière
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Popocatépetl
Paricutin
EQUATOR
SACLE IS TRUE ON ON THE EQUATOR
0
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1,000 2,000
2,000 4,000
3,000 MI
KM
Spreading plate
boundaries
Converging plate
boundaries Volcanic arcs Major active
volcanoes
Pacific Ring of Fire
Geologyour local
Understanding our local geology requires a larger view of our global
geology and the forces of plate tectonics at work.
The rocks of our coastal ranges were originally created deep under water at the boundary
of the Pacific plate and the American plate. In this region the Pacific plate, containing
dense oceanic rock, was thrust beneath the American plate, containing less dense rock.
This tumultuous zone is responsible for the creation of a variety of different rock types that
comprise the Franciscan Formation. The age of the Franciscan spans from Early Jurassic
(190 million years ago) to Late Cretaceous (75 mya). There are no known formations beneath
the Franciscan and it is thought to extend downward to the upper mantle of the Earth’s crust.
The Basalts, of volcanic origin, appear as a dark reddish brown and
highly fractured mass. Much of our basalt has been hydrothermally
and tectonically altered to “redrock”, a crumbly decomposed material
that is commonly used as a dirt road base within the county.
Chert is a highly weather resistant rock and is
commonly seen as outcroppings. A prominent
example can be seen on the King trail in Irish
Hills. This rock is initially formed as a precipitate
when silica in the super-heated Basalts contact
and saturate sea water. Upon cooling, the silica
“gels” and then is deposited as layered beds.
An excellent layered example can be found at the water tank on the
Felsman Loop trail at Bishop Peak.
Graywacke is a poorly-sorted, coarse grained sandstone
sedimentary rock that was originally deposited undersea from
turbidity currents within the subduction zone. Considered a
“dirty sandstone”, it doesn’t commonly appear as outcrops,
as it is easily eroded compared to other Franciscan rocks.
Serpentine is an easily identifiable
rock, due to its bluish-green hue
and amorphous structure. It is also
quite common in our immediate area.
Serpentine is originally intruded into
fault zones in deep ocean
environments. The visible Serpentine
ridges –South Hills, Reservoir Canyon,
Irish Hills–are the core of these
intrusions made visible following
uplift then erosion of the less resistant
surrounding rocks.
Blue Schist occurs as isolated and fragmentary lenses. It is a
metamorphic rock seen occasionally but shares little universal
agreement on its genesis. The blueschist may have originated as
oceanic basalt that was subjected to very high pressure but
relatively low temperature. This is truly an enigmatic member of
the Franciscan Formation.
Western coastal California has some of the most complex
geology of the North American Continent.
The East Pacific subduction zone, propelled by the forces of mid-oceanic spreading,
shifted from one of compression/subduction to right lateral shear. The offshore
subduction zone later altered and shifted ashore to what is now observed as the
present day San Andreas Fault. Being at the edge of an intensely violent but profoundly
slow tectonic boundary, we are able to observe the complex effects of uplifting, folding,
faulting, and eroding of the terrain around us. During these times of changes in sea
levels and landforms, extensive marine shales were deposited in the surrounding
areas beyond San Luis and Chorro Valleys. The Monterey, Pismo and Paso Robles
Formations were deposited as extensive, white layered marine shale beds. The Chorro
and San Luis Valleys also witnessed the creation of Bishop Peak, Cerro San Luis,
Terrace and Islay Hill. These relatively recent iconic Dacite intrusions (plugs) are eroded
internal remnants of volcanic cones, Oligocene in age. (22-26 mya). These volcanic
vents penetrated through the underlying Franciscan Formation and are surrounded
by the eroded detritus of nearby features.
DESCENDING FARALLON PLATE
?
??
FRANCISCAN ASSEMBLAGE
OCEANIC CRUST OF
PACIFIC PLATE
GREAT VALLEY SEQUENCE
CONTITENTAL CRUST OF
NORTH AMERICAN PLATE
SIERRA NEVADA VOLCANOS
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Birdsour local
Birds are essential to the function of
a well-rounded ecosystem.
Birds serve as pollinators, predators, scavengers, and seed
dispersers. They also help us to gauge ecosystem health because
they are quick to respond to climatic changes and are easy to
detect by sight and sound.
Birds are unique in that they are the only animals that have feathers, having evolved from
feathered dinosaurs. Like dinosaurs, birds lay eggs, but are warm blooded, like mammals.
To identify the species of the bird, first observe its overall size and shape: the color and
shape of the bill, wings, breast and tail. Birds have developed many specific adaptations
that allow them to thrive in their respective habitats. Note these features and think about
the type of environment you are in.
This information, together with a good guidebook and a pair of binoculars, can make
identification achievable and fun. Try to move slowly and quietly so as not to disturb the
wildlife around you; do not intentionally frighten birds and take care not to disturb nesting
or resting birds.
The California Towhee can be spotted scratching at the ground as it forages for seeds.
You will likely hear the distinctive “bouncing ball” song of the Wrentit echoing across
the landscape, but you will be lucky to see one. You might just catch a glimpse of the
California Thrasher using its long, curved bill to probe leaf litter for insects and grubs.
A covey of California Quail (our state bird) might surprise you
as they hurriedly scuttle across the trail or explode into startled
bursts of flight.
Take a minute to stop and listen; you will soon
become aware of a variety of sights and sounds.
As you open your ears and eyes, this seemingly
tranquil landscape is filled with life.
Bird Diversity
California hosts diverse and abundant avian life. Over
650 avian species reside in California, 450 of which
have been spotted in San Luis Obispo County.
Bird Watching
The best time of day to spot birds is in the
early morning, before the sun is fully up. Song
birds are most active near dawn and dusk, but
waterfowl, seabirds, shorebirds and hawks may be
seen all day. Forest edges are a great place to look,
especially during migration times.
‹ California Towhee
‹ Wrentit
‹ California Quail
California Thrasher ›
Chaparral
Many of the open spaces around San
Luis Obispo contain chaparral. This
habitat is dominated by evergreen shrubs
that have evolved to cope with the
long, dry summers characteristic of this
region. Chaparral may seem dense and
impenetrable, but this makes it an ideal
habitat for many birds.
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Bellevue School
the
The one-room school with a view
More than 100 years ago, girls and boys
attended first through sixth grades in a one-room
schoolhouse located on the Johnson Ranch.
Bellevue School was built in 1897 and
held 20 to 25 students. The building had
no indoor plumbing so the students and
their teachers used an outhouse. Most
people didn’t have bathrooms during
this time, so an outhouse was not
thought to be a terrible hardship.
Bellevue’s original location was further
up the canyon. To make the walk to
school easier for the children, the
building was moved closer to the
public road (then called San Luis-Avila
Road, now South Higuera Street).
Bellevue faced east, looking out over San Luis Obispo from atop a knoll
where the South Higuera Street underpass crosses Highway 101 today.
As you can see, the view is indeed beautiful.
The Bellevue School merged with
another school in 1947 and became
the Bellevue-Santa Fe School.
That building still has its bell tower
and sits close to its original site
near Ontario Road. It is visible from
Highway 101 as a restored multi-
use historic building. The present-
day Bellevue-Santa Fe School still
exists as a charter school on See
Canyon Road.
From the Students
GEORGE CHAPMAN
“I attended the Bellevue school from 1940
to 1942 in the first, second, and third grades.
I lived across Highway 101 from Karen
Hewlett in the big white house that still exists.
The house was on the Smith Ranch - my
grandparents’. I would walk to Highway 101
and be picked up by Mrs. Ball, the teacher
at the time. When the flats were flooded as
they were each year, I would walk along the
mountain to a schoolmate’s house and cross
the creek on the only available bridge to get
to the school. Behind the school was the ‘Out
House’ - a real ‘two seater.’ In the front yard
lived many tarantulas that we could play with.
After December 7, 1941 (the day Pearl Harbor
was bombed), we would practice air raid
drills by evacuating the school and cuddling
in a slight depression to the west of the
school along the road to the Johnson Ranch.”
Mr. Chapman now lives in New Jersey.
KAREN HEWLETT WOODMAN
“I remember all of those kids you mentioned
but haven’t thought of for years. Do you
remember Mrs. Ball’s great old car? Every
once in a while she would give us a ride
down the highway. Mrs. Lind was great.
I went to sixth grade with her daughter
Daphne and we were good friends. I only
went to the fourth and fifth grade there and
then Mrs. Lind got me into sixth grade at
Fremont (in San Luis Obispo) so I could meet
some kids before starting Junior High.”
Ms. Woodman now lives in Utah.
HERB FILIPPONI
“I remember Mrs. Ball’s old car with a fancy
spare tire cover on the back. She would pick
me up on the way to school because it was
on the way. I remember some of the fun
chores assigned to kids like putting up the
flag on our old flag pole every day. One time
I slipped on the pole and gashed my knee. I
was embarrassed so I never told anyone. A
special treat was if you were picked to ring
the bell (pull the rope) to call the kids in from
recess. We often played a type of hide and
seek game - ‘All the all the outs in free’- I
thought it was Ollie Ollie oxen free.
Our thanks to Bellevue student and long-time San Luis
Obispo resident, Herb Filipponi, who provided history,
photos, and fond memories from himself and other
Bellevue students of their days in the school.
The Bellevue School building was purchased by a church
in 1947 and moved from Johnson Ranch to Windward
Drive in Shell Beach, where it served as a church for
many years. A new hall was built in Shell Beach next
to the old schoolhouse that is rented out as a non-
denominational wedding chapel and reception room.
The old school building, which still looks very much like
it did in this photo from almost a century ago, currently serves as a
honeymoon suite.
Students at Bellevue School, about 1940. Standing left to right: Virginia Oliveira, Merle Feliz, Lucille Sarmento, Lena Oliveira, Manuel Santos, Marie Santos, Luis Silveira (behind Marie), Irvin Silveira, Johm Oliveira, Ken Ball‹ ›
The Bellevue School in its original location on a knoll overlooking San Luis Obispo, east
of the current entry to Johnson Ranch where the highway in now located
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Cheapskate Hill history
In the early 1920s, Exposition Park’s one-mile
track was billed as the nation’s fastest dirt oval
and attracted the top drivers in the country.
A “Sensational Racing Romance”
One of South Hills’ main contributions to San Luis
Obispo history was a great view of the auto races held
at what was known in the early 1920s as Exposition Park.
Paying fans could watch the races from the grandstand, but for
those who didn’t wish to pay, the view from “Cheapskate Hill”,
now known as South Hills Natural Reserve, was just fine.
The racetrack was not a commercial success, and the property was
sold after about three years. The grandstand remained as part of a
baseball field for a number of years and, in time, 18 acres of the
original 80-acre property became Meadow Park.
A crowd gathers at Exposition Park at the scene of a wreck.
Photo courtesy of the SLO Tribune
Traces of the track could still be seen shortly after Meadow Park
was built. Photo courtesy of the SLO Tribune
1923 1950
PHOTO COURTESY OF: Special Collections and Archives, Cal Poly
PHOTO COURTESY OF: Special Collections and Archives, Cal Poly
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Greenbelt Protection Program history
As we look forward to the future, the City will be working hard with its partners
and with the trust of private landowners to complete the Greenbelt.
Purchasing the land is the easy part, but securing the
permanence of our conservation efforts in order to take
care of the land – forever – will be the challenge that
is incumbent upon all of us who care deeply about the
landscapes that make San Luis Obispo special.
Laguna Lake wildflower hike, 1996
1996
The City of San Luis Obispo has established a proud land conservation
legacy through its signature Greenbelt Protection Program.
In 1995 the stated program goals were “to permanently conserve and protect prime
agricultural land, sensitive wildlife habitat, and scenic land surrounding the City.” Today,
over 7,000 acres have been safeguarded for these purposes.
The City of San Luis Obispo acquired its first open space property at the turn of the century,
in the Reservoir Canyon area. This was done for the purpose of securing a municipal water
supply for the City’s growing population. Other important greenbelt
property interests were acquired over the years prior to the formal
establishment of the Greenbelt Protection Program. These include
the Laguna Lake properties and scenic hillsides such as Islay Hill,
Terrace Hill, and the South Hills.
Once the Greenbelt Protection Program was formally established open
space acquisition expanded rapidly. Signature land conservation efforts
that were achieved in the early days of the program included portions of
Cerro San Luis and Bishop Peak, perhaps the two most majestic and
prominent peaks in the entire region. Diverse wildlife habitat and oak woodlands were acquired
through a series of purchases and land dedications that would become the Irish Hills Natural
Reserve. Large ranch properties will remain in active agriculture, while also protecting watershed
lands and sensitive habitats, through the purchase of conservation easements at the Guidetti
Ranch, Brughelli Ranch and Stenner Ranch. Prime farmland will remain in production at
the Calle Joaquin Agricultural Reserve. Important habitat and city gateway properties were
protected with the acquisition of Johnson Ranch and the Filipponi Ecological Reserve. The
headwaters of two local creeks were acquired with the Stenner Springs and Waddell Ranch
properties, as well.
Johnson Ranch at time of acquisition, September 2001Bishop Peak Dedication, 1998
1998 2001
Ebenezer Howard and the
Modern Greenbelt
The notion of the modern greenbelt is most
often attributed to Ebenezer Howard. In his
1898 book, Garden Cities of Tomorrow,
Howard put forth a new model for cities in
reaction to the crowded, polluted, unbalanced,
and inequitable cities of the industrial age.
Howard’s vision of a “garden city” included
the provision of a permanent belt of open
land, to be used for agriculture as an integral
part of the city, and the use of this land to limit
the physical spread of the city from within, or
encroachments from urban development not
under control at the perimeter of the city.
Ebenezer Howard’s model of a “garden city” is
surprisingly consistent with the goals set forth
by the City of San Luis Obispo’s Greenbelt
Protection Program. In fact, Howard’s idea of
small, planned cities surrounded by greenbelts
was thought to represent a higher, more
cooperative stage of civilization based on
ecologically balanced communities.
Reservoir Canyon Falls ›
The original Greenbelt map from 1993
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The Johnson Family history
A Century of Hard Work and Hardware
Mark Johnson was born in Denmark in
1851 and immigrated to America when
he was 17. He bought land near what
is now Los Osos Valley Road and
Foothill Boulevard, and in 1901, Mark
and his wife Emelia purchased the
Johnson Ranch, which the family
owned for 100 years.
Mark and Emelia Johnson had four sons:
Christian (1886), Frederick (1887), Allen (1890), and
George (1893). The family lived together at the ranch until Mark
passed away in 1916. Emelia, George, and Allen continued to live
at the ranch for many more years. After George’s death in 1981,
the family rented the property to others until deciding to sell it to
the City of San Luis Obispo in 2001.
Chris and Fred moved to town and ran Union Hardware &
Plumbing on Garden Street. Allen ran A Better Plumbing Co.
in San Luis Obispo for years. Chris and his wife Ida had three
children: Jeanette, Mark, and Randi. It is through the efforts
of Jeanette Johnson Ayres, with support from her cousins
Steve Curtiss and Carolyn Silacci, that the Johnson Ranch was
conserved and the history of a prominent local family retained.
Johnson Ranch, a living legacy
Most of the ranch buildings remain in use today as part of
the continuing agricultural operation. Two of the old barns
are used for storage and agricultural operations. Though
not open to the public at this time, the ranch buildings
can be seen from the trail above.
‹ The sons of Mark and Emelia Johnson, left to right: George Johnson, Chris Johnson, Fred Johnson, and Allen Johnson
Jeanette Johnson on the left, with her cousins Nadine Johnson and Margaret Johnson. The adult is Nadine’s mother, Belva. Jeanette’s married name was Ayres; she was instrumental in having the Johnson Ranch preserved as public open space.
›
Mark & Emelia Johnson, 1885 ›
Exterior and interior views of the Union Hardware and Plumbing Company building on Garden Street in San Luis Obispo, operated by the Johnson family, 1912. This will be the Garden Street Terrace project / Serra Hotel.
‹ Johnson Ranch House, 1915
View of the Johnson Ranch farm buildings, about 1910. The barns and main farm house still exist.
The smaller building is gone. A few orchard trees remain, as do most of the eucalyptus trees pictured.
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Thank you for your
cooperation, and enjoy your
visit to the Johnson Ranch!
through the years
Johnson Ranch
The Quarry Spur and Forbes Pond
For a short time in the early 1900s, a railroad spur came off
the Pacific Coast Railway line and ran alongside Dry Creek to
a rocky bluff, which was quarried for gravel. Once the quarry
was no longer used, it filled with water that seeped from
Dry Creek. Over the years, willows and cattails grew, people
introduced fish, and the quarry area became a small wildlife
refuge, which it remains today. This little jewel is now named
Forbes Pond, in honor of Bert and Candee Forbes, whose
donation allowed the City to purchase Johnson Ranch.
Development of the Highway and Its
Effect on Johnson Ranch
In the early 1950s, the San Luis Obispo-Avila Road was
replaced by a modern highway with only limited access
points. The Johnson family lost its access to Avila Road until
a long driveway was built parallel to the highway permitting
access to Ontario Road. This driveway remains the main
access to the ranch today. Grading for the highway also
destroyed the site of the original Bellevue School.
Miramonte Ranch Easement
Please do not hike on the road or
near the nesting site at Forbes Pond.
A legal easement granting access
across what is now the Johnson
Ranch was made in 1883 to allow
several neighboring owners to go
across Johnson property to reach
their ranches further to the west.
This easement remains as a legal
access for the successors to those
owners, and the easement road does
get vehicle traffic on a regular basis.
For this reason, and because the road
passes near the heron nesting site
at Forbes Pond, visitors are asked to
stay off the road and utilize the trails
provided. The pond can be viewed
from several areas along the trail.
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Old Quarrythe
Forbes Pond
In the early 1900s this area was quarried for gravel,
which was shipped out on a railroad spur connected to
the Pacific Coast Railway. The quarry was abandoned
and over time, water seeped into it from Dry Creek.
Willows and cattails grew, fish were brought in, and
the quarry eventually became a small wildlife refuge.
This little jewel is now named Forbes Pond, in honor of Bert
and Candee Forbes, whose significant donation allowed the
City to purchase Johnson Ranch.
You may see large flocks
of red-winged blackbirds
and cedar waxwings, or the
elusive black-crowned night
herons, who make
their homes here.
Please stay on
the trails and
avoid disturbing
the birds.‹ Black-Crowned Night Heron
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At least three small chromite mining efforts occurred
in the Irish Hills between the 1880s and early 1900s.
The remains consist only of the actual working faces,
foundations and mine tailings of low grade ore. Small sheds
probably existed to store fuel, equipment, or explosives, but no
larger buildings have been discovered.
Early Mining Historyirish hills
Chromite is a mineral found in certain
rocks, including serpentine, which underlies
much of the Irish Hills Natural Reserve.
Chromium is known for its high
shine when polished, and is used
as a protective and decorative
coating on car parts, cutlery, and
many other items.
A major industrial
development was the
discovery that steel
could be made highly
resistant to corrosion
and discoloration by
adding chromium to
form rustproof stainless
steel. This process
would prove to be
important to the World
War I effort.
The form of chromium found here is not
considered hazardous. Falling hazards may
still be present and caution
is always urged around
such areas due to the
danger of unstable
slopes or falling rocks.
C12H17
H17C12
H17C12
Cr–Cr C12H17
C12H17
R
=
Cr
Irish Hills prospectors find value
in Chromite
“As a mining county, San Luis Obispo is
most widely known for its production of
chromic iron. In years past many mines
were worked here, but, owing to the low
prices obtained in recent years, nothing
is now being done. Chromic iron occurs,
however, in large quantities and, under
favorable conditions, will again be mined.”
Now, in 1918, 13 years after the above was
written, it is interesting to note that, while
quicksilver production also adds largely to
San Luis Obispo’s fame as a mining county,
the chromic iron mines are, under present
favorable conditions, supplying a steady
tonnage of ore to an eager market.
Froom’s (Mrs.) Chrome Deposits.
Mrs. Froom of San Luis Obispo owns some
old chrome properties in the southern part
of Rancho Laguna, 4.5 miles southwest
of the city. There are five old tunnels on
the property, one of which is still open
for 50 feet. This tunnel is driven entirely
in serpentine and shows some granules of
chrome ore scattered through the rock.
There is an old open cut with a face 40
feet high from which it is reported quite a
tonnage of ore was extracted in the past. A
small amount of prospecting has recently
been done on the property.
California Division of Mines Bulletin, 1918
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We are fortunate to have remnant, intact
native grasslands in San Luis Obispo
that are now all but gone throughout
most of California.
Serpentine Scene
the
Quite a few of these species are considered very
rare by the California Native Plant Society, while
others are listed as threatened or endangered.
Some notable examples of especially rare plants that are known only
from San Luis Obispo and a few other locations include: Jones’ layia
(Layia jonesii), Adobe Sanicle (Sanicula maritima), Club-Haired
Mariposa Lily (Calochortus clavatus spp. clavatus) and Chorro Creek
bog thistle (Cirsium fontinale var. obispoense).
Native California perennial bunchgrasses, such as purple needlegrass
(Stipa pulchra) are also commonly found in serpentine areas throughout
the Greenbelt. The State of California designated purple needlegrass
as the official state grass in 2004. Tolerant of summer drought and heat
once established, these grasses have deep roots that help stabilize
soils and prevent erosion, as well as retain soil moisture content. We are
fortunate to have remnant, intact native grasslands in San Luis Obispo
that are now all but gone throughout most of California.
Botanical Diversity
The San Luis Obispo Greenbelt
contains outstanding botanical
diversity, primarily due to
numerous locations where
serpentine rock and soil are
present. In fact, over 1,400
native plants are known from
the Greenbelt, representing
more plant diversity than is found in
the entire state of Alaska!
(Keil and Ritter, 2016).
Club-Haired Mariposa Lily
Calochortus clavatus spp. clavatus
Adobe Sanicle
Sanicula maritima
Chorro Creek Bog Thistle
Cirsium fontinale var. obispoense
Jones’ Layia
Layia jonesii
Purple Needlegrass (Stipa pulchra)
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The Bob Jones Trail draws focus to this vital feature of our
landscape while providing outdoor recreational opportunities.
Please take a moment to consider this intricate and dynamic natural system and bear in mind its need for care and protection.
San Luis Obispo Creek watershed
The thin ribbon of water that threads
its way from the Santa Lucia Range
through San Luis Obispo, until ultimately
emptying into the Pacific Ocean, has been
the foundation of local human existence.
Our area Chumash tribes subsisted on its
water and the associated wildlife. Mission
San Luis Obispo de Tolosa, founded in
1772, could only have been established and
exist by the water it provided. Likewise, it is
questionable if San Luis Obispo would have
ever been founded without the establishment
of the Mission. The nearby creek provided
the Mission with not only an irrigation source
but power to operate a grist mill. San Luis
Obispo Creek also contributes to the San Luis
Obispo Valley Groundwater Basin aquifer
which supplies our town with an additional
municipal water source.
The importance of San Luis Obispo Creek can never
be overstated, however it has been the recipient of
considerable abuse and neglect.
During the early years of San Luis Obispo, before our now high level of wastewater
infrastructure and treatment, residential and commercial wastewater was simply
piped to and discharged into this once pristine and vibrant waterway. Imported
urban vegetation has escaped cultivation and established itself in the creek corridor
resulting in the displacement of prime native riparian vegetation. Broken concrete and
other erosion control methods have prevented the replenishment of sediments and
accelerated channel incising.
Unknown to many is the cavernous quarter mile section under downtown ominously
known as “deep dark” that flows beneath the City from Cheng Park to Mission Plaza.
Homeless populations, the presence of trash, and urban storm water heavily impact the
integrity of any creek system.
San Luis Obispo Creek is not always the tranquil creek
we see that meanders through town. In unusual winters
when rain saturates the soil and subsequent heavy
rains occur, San Luis Obispo Creek can become a
devastating torrent. Trees, limbs and debris carried
by the turbulent water can clog the numerous bridges
forcing water out of the channel and down City
streets. Continued urbanization exacerbates run off
with impermeable pavement, hardscapes and buildings.
‹ Collections of debris and trash in SLO Creek, 1966
PHOTO BY: The Tribune
ABOVE THREE PHOTOS COURTESY OF: The History Center of San Luis Obispo County
Broad St bridge, before Mission Plaza Corner of Montery and Chorro Streets, circa mid 1960’s Mission plaza under construction, circa 1971
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Minutes - DRAFT
PARKS AND RECREATION COMMISSION
06 December 2017
Regular Meeting of the Advisory Body Commission
CALL TO ORDER
A Regular Meeting of the Parks and Recreation Commission was called to order on the 6th day of
December 2017 at 5:32 p.m. in the Parks and Recreation Administration Conference Room
located at 1341 Nipomo Street, San Luis Obispo, California, by Chair Avakian.
ROLL CALL
Present: Chair Greg Avakian, Vice Chair Rodney Thurman and Commissioners Kari Applegate,
Keri Schwab, Bob Spector
Absent: Commissioner Olson, Commissioner Whitener
Staff: Parks and Recreation Director Shelly Stanwyck, Recreation Manager Melissa Mudgett,
Recreation Supervisor Ranger Service Doug Carscaden, Recreation Supervisory
Aquatics/Facilities Devin Hyfield, Administrative Analyst Lindsey Stephenson
PUBLIC COMMENT ON ITEMS NOT ON THE AGENDA
Representative of the SLO Pickleball Club, Brian O’Kelly, thanked the Commission and staff,
specifically Rich Ogden Sports Supervisor, for the pickleball pilot program, the multi-use lines at
French Park Tennis Courts and the future dedicated pickleball courts. The SLO Pickleball Club
invited the Commission to come out and play.
CONSENT AGENDA AND CONSIDERATION OF MINUTES
ACTION: APPROVAL OF THE REGULAR MEETING MINUTES OF THE PARKS AND
RECREATION COMMISSION FOR NOVEMBER 1, 2017.
1.Consideration of Minutes
CARRIED 5:0:0:2 to approve the minutes of the Parks and Recreation Advisory Body
for the regular meeting of 11/01/2017 as amended as motioned by Vice Chair Thurman
and second by Commissioner Spector.
AYES: APPLEGATE, AVAKIAN, SCHWAB, SPECTOR, THURMAN,
NOES: NONE
ABSTAIN: NONE
ABSENT: OLSON, WHITENER
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DRAFT Minutes – Parks and Recreation Commission Meeting of December 6, 2017 Page 2
2. Consideration of 2018 Meeting Schedule
ACTION: APPROVAL OF THE 2018 PARKS AND RECREATION COMMISSION
ADVISORY BODY MEETING SCHEDULE.
CARRIED 5:0:0:2 to approve the 2018 Parks and Recreation Commission meeting
schedule as motioned by Vice Chair Thurman and second by Chair Avakian.
AYES: APPLEGATE, AVAKIAN, SCHWAB, SPECTOR, THURMAN,
NOES: NONE
ABSTAIN: NONE
ABSENT: OLSON, WHITENER
3. Discussion of the 2020 Parks and Recreation Strategic Plan
Parks and Recreation Director Shelly Stanwyck, Recreation Manager Melissa Mudgett
and Recreation Supervisor Devin Hyfield provided an overview of the Departments’ first
annual 2020 Strategic Plan report. Strategic Plan progress and accomplishments made in
2017 were highlighted. Baseline data for future year-to-year comparisons and
determining performance measures for the Department was collected in 2017. In response
to public comments received and some confusion over Council direction and budget
allocation Director Stanwyck summarized information on a specific action item of the 5-
year plan, the pursuit of a park North of Broad Street. Staff Hyfield said that in 2018
staff will focus on core areas to help the Parks and Recreation Department maximize
limited available resources, provide an array of programming designed to meet the needs
of diverse park users and better define our future relationship with the community.
Public Comment
Kit Gould, SLO Resident, asked the Commission to add information about staff’s work in
exploring a park North of Broad Street in the 2017 Progress Report of the Parks and
Recreation Strategic Plan. Ms. Gould asked to be kept in the loop regarding progress.
Mila Vujovich-LeBarre, SLO Resident, said that Council previously allocated $750,000
for a park in the North of Broad Street neighborhood. She asked the Commission to
consider active bike paths with the development of new parks. Ms. Vujovich-LeBarre
recommended the City partner with the School District, use public service
announcements and outreach to caregivers for Senior programming.
Commission Comments followed
Commissioner Spector asked about the process for the Parks and Recreation Element
Update and Master Plan. Director Stanwyck responded that there will be significant
public engagement to determine the community’s top priorities.
Commissioner Spector asked about other Senior programs offered by the City. Staff
responded that in addition to the SLO Senior Center and activities, the Golf Course is
largely used by active senior citizens, adult volleyball and adult table tennis is available
at the Ludwick Community Center and drop-in Boomer Softball is played year-round.
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DRAFT Minutes – Parks and Recreation Commission Meeting of December 6, 2017 Page 3
Commissioner Applegate shared that she had conversations with a neighbor and relayed
their input that if a new park is not feasible in the North of Broad Street neighborhood
then an installation of restrooms at Anholm Park would greatly assist in activating the
park.
Chair Avakian thanked staff for the hard work and programming this year.
4. Presentation of the Open Space Maintenance Plan: 2017 Annual Report
The Recreation Supervisor for Ranger Service, Doug Carscaden, provided an overview of
the Open Space Maintenance Plan progress and reported on accomplishments in 2017.
Staff Carscaden said the 2017 Open Space Maintenance and Protection efforts addressed
both new and deferred projects which included new trail amenities, the purchase of
specialized equipment, and public outreach and education efforts. Staff Carscaden
provided a highlight of 2018 Opening Space Maintenance projects which could include
major improvements at Johnson Ranch and Reservoir Canyon trailheads, parking and
fencing improvements, more kiosks, bridge and gate repairs as well as fire fuel reduction,
mitigation projects, and new directional blade signage throughout the city’s trail system.
Staff Carscaden concluded that the Ranger program has benefited from an enormous
number of dedicated volunteers and volunteer hours that make ranger service, trail
maintenance, and creek cleanup possible.
Public Comment
Harry Busselen, SLO Resident for Bishop Peak neighborhood, expressed his concerned
with fire issues and night activities at Bishop Peak. He asked for data on Open Space
rescues. Director Stanwyck responded that data is being collected for Open Space in
city-limits but that a challenge is that not all Open Space is within City limits; for which
the City would not have data available. Director Stanwyck added that Ranger staff
continue night patrols of Open Space and performed fuel reduction activities this summer
at Bishop Peak.
Commission Comments followed
Commissioner Schwab asked about the comparison between enforcement citations from
last year. Ranger Carscaden responded that less citations were issued this year; a result
of compliance.
Commissioner Spector asked about the interaction between Ranger staff and the transient
population during creek cleanup. Ranger Carscaden responded that Ranger Service
works collaboratively with the Police Department and local social services. Director
Stanwyck added that the construction of Prado Day Center may help alleviate some of
issues if staff can connect individual with services. Commissioner Spector asked if
anyone has completed all trails for PixonPeaks. Staff Stephenson responded that the
PixonPeaks program has helped to introduce many people to new trails.
Commissioner Applegate thanked staff for their efforts on trail maintenance and public
education. She added that she has experienced many of the trails and have enjoyed the
new kiosks and maps.
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DRAFT Minutes – Parks and Recreation Commission Meeting of December 6, 2017 Page 4
5. Update of the Parks and Recreation Element and Master Plan Project
Director Stanwyck provided the Commission with an update on the Parks and Recreation
Element and Master Plan project. Director Stanwyck said on November 7th the Council
approved the Request for Proposals for consultant services. Director Stanwyck said that
the City received four proposals today and consultant interviews are scheduled for early
January 2018. She added that the Department has hired an intern to assist staff in
gathering baseline parks data.
COMMITTEE COMMUNICATIONS
6. Director’s Report
Director Stanwyck provided a brief update of current Parks and Recreation programming
and City updates.
• Rich Ogden Sport Supervisor is retiring after 31 years of City Service
• Night Golf Thursday at Laguna Lake Golf Course
• Facility Closures for annual maintenance December 25 through January 5, 2018.
Parks and Recreation offices closed December 25-29, 2017. SLO Swim Center
has various closures over Christmas and New Year holidays.
• Sinsheimer Park Playground still a huge success with hundreds of visitors and
families daily. Construction project planned to extend the artificial turf.
• Council Meeting December 12th for Fiscal Health Response Plan
LIAISON REPORTS
7. Subcommittee Liaison Reports
Director Stanwyck provided a background on Commission liaison assignments. The
Commission discussed past practice, current assignments, and desired changes to
assignment or the practice. By consensus the Commission nominated Commissioner
Spector to serve as the liaison for Adult and Senior Programming.
• Adult and Senior Programming: Liaison position is currently vacant.
• Bicycle Advisory Committee: Commissioner Olson was absent. No Report.
• City Facilities (Damon Garcia, Golf, Pool & Joint Use Facilities): Chair Avakian
reported the AYSO season is over and Field C is closed for renovation, Jack
House Garden will be closed for maintenance beginning in January. Golf Course
has installed new driving range nets, received new golf carts, Gobble Wobble a
huge success in partnership with SLO Food Bank, and night golf is Thursday.
Adult softball concluded and Youth Basketball starts in January 2018.
• Jack House. Commissioner Whitener was absent. No report.
• Tree Committee: Vice Chair Thurman said there was no Tree Committee Report.
• Youth Sports: Commissioner Schwab said YSA meets in January. There was no
report.
8. Commission Communications
None
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DRAFT Minutes – Parks and Recreation Commission Meeting of December 6, 2017 Page 5
ADJOURNMENT
The meeting adjourned at 7:32 p.m. to the next Special meeting of the Parks and Recreation
Commission held on January 10, 2018 at 5:30 p.m., in the Parks and Recreation Department
Conference Room located at 1341 Nipomo Street, San Luis Obispo, California.
APPROVED BY THE PARKS AND RECREATION COMMISSION: 1/10/2018
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Meeting Date: 1/16/2018
FROM: Shelly Stanwyck, Parks and Recreation Director
Prepared By: Melissa C. Mudgett, Parks and Recreation Manager
SUBJECT: 2017 ANNUAL PROGRESS REPORT FOR THE 2020 PARKS AND
RECREATION STRATEGIC PLAN
RECOMMENDATION
As recommended by the Parks and Recreation Commission, receive and file the 2017 Annual
Progress Report for the 2020 Parks and Recreation Strategic Plan (Attachment A).
DISCUSSION
Background
On November 1, 2016, the City Council adopted the 2020 Parks and Recreation Strategic Plan.
The Plan outlines the Department’s vision, goals, and objectives over the course of four years
(2017-2020) with a primary focus on operational and programmatic priorities.
2020 Parks and Recreation Strategic Plan Focus
The Strategic Plan is organized into six goals with key objectives followed by actions. It
provides guidance for Department operations and programming in support of the Parks and
Recreation mission statement: inspiring happiness by creating community through People,
Parks, Programs, and Open Space. The six goals are summarized below.
1. Department is well-managed, smart and healthy: Parks & Recreation is a vibrant,
thriving department with effective leadership and practices which ensure a sustainable
future.
2. Staff is high performing, professional and provides excellent service: Parks &
Recreation demonstrates a culture of valuing human capital and expecting the best from
all team members. Staff is hired for department compatibility, is set up for professional
success in serving the public, contributing to the team, and pursuing advancement in
municipal government careers.
3. Programming is directed to diverse users: Parks & Recreation provides high quality
programs that are responsive to industry trends and changing community needs.
Programming encourages participation and builds community amongst all users.
4. Expand parks and facilities: Parks and Facilities are contemporary, desirable to use,
and meet the needs of diverse users.
5. Nurture Open Space: The City’s open space is preserved and protected to ensure its
health and wellness as well as the community’s continued stewardship while continuing
to grow the next generation of land stewards.
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6. Maximize community resources and collaborations: Parks & Recreation increases its
programming and positive impact, shares resources, and meets needs through community
partnerships.
First Annual Progress Report on the 2020 Parks and Recreation Strategic Plan
The first ever Annual Progress Report on the Department’s Strategic Plan is provided as
Attachment A and is intended to highlight major accomplishments at the objective level. The
Plan is in no way a recitation of all work completed throughout the year, but rather is focused on
fully completed projects, tangible results, metric-based activities, and often group and
community activities that were visual in nature and expressive of the diverse work undertaken by
all staff in the Department. The Open Space Maintenance Annual Progress Report, provided
under separate report, details activities in furtherance of Strategic Plan Focus Area no. 5 (Nurture
Open Space).
Strategic Plan Subcommittees and Highlights of 2017
2017 was the first year of the Department’s strategic plan implementation and created the
opportunity to identify meaningful metrics by collecting baseline data for future year-to-year
comparisons and determining performance measures for the Department. Staff worked
collaboratively on identifying the various means of achieving the Plan’s goals and objectives.
Each goal objective was assigned a staff member action-lead and eight separate subcommittees
were formed as a unique way to expose staff from all levels in the Department to new
professional development opportunities and inspire innovative ways to accomplish these goals.
The eight Strategic Plan subcommittee groups consisted of 34 full and part-time staff from
various divisions throughout the Department. Throughout the year, these subcommittee groups
met on a regular monthly basis to work towards accomplishing objectives, as well as bi-annually
at the Parks and Recreation Summit events to share information about their progress, receive
peer feedback and identify opportunities to align related objectives and maximize positive
results.
The 2017 progress report for the 2020 Parks and Recreation Strategic Plan highlights numerous
accomplishments and progress made throughout the year, as well as the Department’s
commitment to creatively provide programs and services to the community in addition to being a
healthy and smart workplace for exceptional staff. A brief outline of the 2017 Annual Progress
Report highlights is provided in the table below.
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Table 1: 2017 Annual Progress Report Highlights: 2020 Parks and Recreation Strategic Plan
Public Input to Parks and Recreation Commission Regarding an Action Item
Public Comment was received in advance of the December 6, 2017 Parks and Recreation
Commission meeting regarding the exploration of a new park l in the North Broad Street
neighborhood. Staff continues to work on this action item as part of Goal 4 Objectives and has
meet with the Church of Latter Day Saints and neighborhood leadership on this topic. This is a
work in progress and there is no completed project to report on currently. Several members of
the neighborhood provided correspondence to the Parks and Recreation Commission ahead of its
meeting and staff had the opportunity to respond with additional information. A summary of this
information is as follows:
1. Council Direction regarding a park in the North Broad Street neighborhood was
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given during the Financial Plan development process. Specifically, during the June
1 and 20, 2017 Council meetings this topic was discussed in the context the City’s
2017-19 Financial Plan and use of a prior General Fund contribution to the Park Land
Fund for that purpose. During these two meetings Council made formal adoption of
the budget and from staff’s review of the videos, presentations, and discussions, by
consensus Council directed staff to:
a. Pursue a park site in the North Broad Street neighborhood that facilitates a
park and the Broad Street Bike Boulevard together.
b. The General Fund contribution to the Parkland Development Fund for a park
in the North Broad Street neighborhood shall be reevaluated as part of the
2019-21 Financial Plan if no active pursuit of property is underway.
c. Council approved the transfer of $160,000 from the General Fund designated
contribution in the Parkland Fund to fund the Parks and Recreation General
Plan Element and Master Plan update. This leaves $740,000 of General Fund
allocation in the Parkland Fund for future acquisition purposes.
2. Status of Park and North Broad Street Bike Boulevard between Ramona and
Foothill. Staff has received word from the Church of Latter Day Saints which owns
property bounded by Foothill Boulevard and Ramona Drive and that was identified as
a potential park/bike path location. The good news is the Church is comfortable
beginning negotiations for a bike path. However, the church is not interested in sale
or other form of acquisition of it for park purposes by the City at this time. Church
representatives have indicated that they are considering utilizing that space
themselves, but will let staff know if that goal changes in the future. Given this, a
new park at this location and the Broad Street Bike Boulevard cannot at this time be
pursued together.
3. Property Identification Exercise Underway to Give Council and the Neighborhood
an idea of what properties may be available for this purpose. Staff however
believes that a property review and discussion with the North Broad Street
neighborhood should continue consistent with the existing Parks and Recreation
Element which identifies the need for a park in this particular neighborhood. Staff
and the neighbors have met three times and a mapping exercise is currently underway
to identify undeveloped properties that may have potential for park purposes in this
neighborhood. Once this identification exercise is complete, staff would need to
return to Council for further guidance given the direction received in the 2017-19
Financial Plan process.
Looking Ahead to the 2018 Implementation of the 2020 Parks & Recreation Strategic Plan
Staff will continue to work on Plan objectives and will return to both the Parks and Recreation
Commission and the City Council with annual progress reports on the Plan. In 2018, staff will
focus on core areas to help the Parks and Recreation Department maximize limited available
resources, provide an array of programming designed to meet the needs of diverse park users,
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and better define our future relationship with the community; together crafting an exciting future
for Parks and Recreation. A sneak peak of coming attractions for 2018 include the following:
CONCURRENCE
The Parks and Recreation Commission received a presentation on the 2017 Annual Progress of
the 2020 Parks and Recreation Strategic Plan at its December 6th meeting and concur with the
information provided in the annual report. (Attachment B – Draft Meeting Minutes).
FISCAL IMPACT
Receiving and filing the 2017 Annual Progress Report does not result in a direct fiscal impact to
the City. The completion of the annual goals and objectives listed in the report were completed
in-house by Parks and Recreation staff and within available resources and budget.
ENVIRONMENTAL REVIEW
All activities undertaken as part of the 2020 Parks and Recreation Strategic Plan implementation
are done in a manner that is consistent with all adopted City policies, ordinances and open space
maintenance and/or natural preserve conservation plans.
Attachments:
a - 2017 Annual Progress Report of the P&R Strategic Plan
b - Draft PRC Minutes 12.06.17
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2020 Parks & Recreation Strategic Plan
2017 Annual Progress Report
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Programming is
directed to diverse
usersgoal 3
staff is high performing,
professional & provides
excellent service goal 2
Expand Parks
& Facilities goal 4
Nurture
open spacegoal 5
maximize community
resources &
collaborations goal 6
2020 Parks and Recreation Strategic Plan
goal 1 Department is well
managed, smart
& healthy
2020 Parks and Recreation Strategic Plan
Nov. 16, 2017 Bi-Annual Strategic Plan Summit
where staff shared accomplishments and sought
input on Strategic Plan Goals.
YEAR 1!
This year was an opportunity to
create meaningful
metrics by collecting base-line
data for future year-to-year
comparisons & determining
performance measures for the
Department
The plan provides guidance for
Department operations and
programming in support of the
Parks and Recreation mission
Page 22017 Annual Report Packet Pg 69
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Department
is well
managed,
smart
& healthy
goal 1
Enhance Department Structure for Sustainable Success
Build financial stability to ensure outstanding levels of servic
Optimize technology to facilitate effective work processes
Page 32017 Annual Report Packet Pg 70
5
GOAL #1 DEPARTMENT IS WELL MANAGED, SMART & HEALTHY
2017 Annual Report Page 4
Update of Parks and Recreation Element
and Master Plan funded in the 2017-2019 Financial Plan
FINANCES
The Cost of Services Study adopted by Council in April
2017 provided foundational information for data-based
user fees
STAFFING
FUTURE
Onboarded 116 new hires
Provided outstanding services and programs
Complied with state licensing/regulations with continued focus on public safety
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2017 Annual Report
Website Landing Page revised to be more responsive
Council approved New Use Agreements with
YMCA and CC Soccer for shared youth sports
and Adult Soccer. Helped to reduce risk and
increased management of City’s liability.
GOAL #1 DEPARTMENT IS WELL MANAGED, SMART & HEALTHY
Page 5
INCREASE COMMUNITY AWARENESS
of Parks & Recreation programs
14 %
Increase in
Website Visits
REDUCE RISKNEW AGREEMENTS WITH
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Sustain Supportive & Progressive Work Environment
Staff is motivated & trained to provide outstanding service
Maximize use of Volunteers
staff is high
performing,
professional &
provides
excellent service
goal 2
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GOAL #2 STAFF IS HIGH PERFORMING, PROFESSIONAL & PROVIDES EXCELLENT SERVICE
2017 Annual Report
HEALTHY
Parks and Recreation works to create a culture with
“WOW”. Work-Out-Wednesdays, World-of-Wellness,
(Department library & healthy resources) and
Working-on-Wellness (Newsletter) are all in support
of employee health.
INNOVATIVE
New whimsical directional signs at selected Parks and Recreation facilities
offer a fun way to increase community awareness about our services.
Golf cart leasing option saves $1,200 annually and added a new
maintenance cart vehicle resource.
Increased access to shared fleet at SLO Swim Center & Golf Course
allowed staff to transition away from using personal vehicles for required
work; helping to reduce City’s liability.
SMART
Staff Appreciation Committee recognized 28 Parks &
Recreation staff for their outstanding work throughout the
year with Department hydroflasks and a “Shout-Out-Board” to
note individual accomplishments.
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VOLUNTEERS
TRAININGS
1,491 volunteers
10,946 hours
Valued at $146,999
2017 Annual Report Page 8
15 staff participated in the California Professional Recreation Society (C.P.R.S.) Fall Forum with 3 staff
serving on the CPRS Board
40 staff became American Red Cross CPR/AED/First Aid certifie
3 staff obtained professional certifications for lifeguard instructor training, mechanized trail equipment
training and certification for pesticide & herbicide application
7 promotions of staff both within the Department and City Wide
Parks and Recreation continues to demonstrate a culture of
valuing human capital and expecting the best from all team
members.
In 2017, 22 Parks and Recreation staff participated in
trainings provided by the Centre for Organizational
Effectiveness (S.T.A.R.T., Supervisors Academy, Leadership
Lab and Disc Assessments)
GOAL #2 STAFF IS HIGH PERFORMING, PROFESSIONAL & PROVIDES EXCELLENT SERVICE
New City-wide volunteer system (CERVIS) launched in February
2017 with website “volunteers” link making it easier to connect volunteers with opportunities
Resulted in
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Maximize the Use of Existing Parks and Facilities
Programming is
directed
to diverse
users
goal 3
Page 9
Optimize and implement innovative programming in three priority areas: Golf,
Aquatics and Racquet Sports
Increase Community’s awareness of programs, services, events and needs
Strengthen operational commitment to programming across all ages
2017 Annual Report Packet Pg 76
5
GOAL #3 PROGRAMMING IS DIRECTED TO DIVERSE USERS
2017 Annual Report
Parks and Recreation provides high quality programs that are responsive
to industry trends and changing community needs. New programming in
2017 encouraged participation, built community amongst all users, and
strengthened the Department’s operational commitment to programs
across all age groups.
ALL EVENTSLISTED ONFACEBOOKMONTHLY
Page 10
PROGRAMMING FOR
ALL AGES
DOWNTOWN ATFARMERS MARKET
INCREASED PLAY 400%
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SOCIAL MEDIA METRICS
880
New Followers in 1 year
2,076 Total Followers
1,000+
New Followers in 1 year
Facebook
Instagram
Twitter
958
Total Followers
As of November 28, 2017
50%
32%
30%
15%
Family Water Safety
Day from
75 to 150 people
Gobble Wobble from
374 to 550+ people September Scramble from
385 to 550+ people
Boo Bash from
800 to 1,000 people
2016 to 2017
Event Attendance Increase
2017 Annual Report Page 11
GOAL #3 PROGRAMMING IS DIRECTED TO DIVERSE USERS
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Increase access to non-City turf facilities & increase the number of City turf
facilities
Maintain current facilities & infrastructure to optimal levels
Pursue new neighborhood parks and maximize existing parks to provide amenities
beyond Parks and Recreation existing resources
Expand
Parks
& Facilities
goal 4
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GOAL #4 EXPAND PARKS AND FACILITIES
2017 Annual Report
Investment in Capital Projects to Expand the
Use of Parks & Facilities
New Kikuyu Grass at Damon Garcia Sports Field
New Kikuyu grass planted on Field B in 2017 on a trial basis. Renovations are planned
for fields A, C, D in 2018. Regular field visits with user groups support ngoing
communication, active problem solving and innovative ideas.
Sinsheimer Park
Playground
Page 13
Re-Opened November 2017 with
hundreds of community members
using it every day!
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2017 Annual Report Page 14
GOAL #4 EXPAND PARKS AND FACILITIES
French Park Pickleball Multi-Use Lines on
Tennis Courts
ADA Trail at Laguna Lake Park
¼ mile long ADA accessible nature trail installed at Laguna Lake Park
Surveyed Dog Park Users and Explored PetSafe Dog Park grant
opportunity. Results of survey; users like unfenced.
178 people responded, 41% people prioritized woodchips as the
preferred surface, 77% of Laguna Dog Off-Leash Area users want to
keep it open and unfenced.
Laguna Dog Off-Leash Area capital project for safety enhancements
allocated $50,000 for site improvements, including visual boundary
markers, pavement collars at water stations to reduce mud, 900+ feet
of new fencing to improve safety along parking lot, new signage &
woodchips filled in cracks to increase pet & owner safety when walking
Dog Off-Leash Area Safety
Enhancements
Increased use of sports courts: 190 pickleball
players weekly at 4 city locations = 9,880
players annually.
North of Broad Street
Neighborhood Park
Communications with Church & Neighborhood Leadership. Staff continue work to identify potential park locations.
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Implement the adopted Open Space Maintenance Plan as well as the City
adopted Conservation Plans
Enhance the user experience with emphasis on education, conservation and
collaboration
Build an effective management structure reflective of the size and scope of the
City’s open space
Nurture
open spacegoal 5
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Climbing Experience & Impact
Even when considering its limited elevation and the total amount of
climbable rock face, the hard dacite rock that is characteristic of the
Morros, and Bishop Peak, provides a high quality climbing experience.
This, combined with a pleasant year round climate, make Bishop Peak
an ideal location for moderate climbing.
Many of the crags are accessed by ‘social trails’ which have been created by
frequent travel over previously undisturbed habitat. As more climbers come
into the area it is important to consider the impacts of climbing on the Peak.
Many of these social trails have become impacted and worn and new trails
have begun to appear, particularly between the different walls. Unfortunately,
these new unsanctioned trails lead to greater impacts on the land including:
soil compaction, erosion, and vegetation loss at the base of climbs, and on
approach and descent trails, destruction of cliffside vegetation and lichen,
disturbance of cliff-dwelling animals, litter, and the visual blight of chalk marks,
pin scars, bolts, and gear that has been left behind.
All climbers, be they visitor or regular, are encouraged to use existing trails and be mindful of the impacts your use has on this natural resource.
History
Rock climbing is a long standing historic use at
Bishop Peak, with evidence of early use going
back as far as the World War II era. Regular
climbing activity appears to have begun in
the mid to late 1970’s. Most of the “roped
climbing” at Bishop Peak has focused on the
north facing cliffs and crags known as P-Wall,
Shadow Wall and Cracked Wall as well as the
Summit Blocks. In recent years, bouldering
has become popular at Pete Boulder, Clorissa
Boulder, Hummingbird Boulder, the Boulder in
the Woods and the Potato.
Climbing
at bishop peak
Minimum Impact Practices
It is important to remember that climbing should not interfere with the
overall management of Bishop Peak, which is designated as a Natural
Reserve with natural resource protection its primary goal*. These
impacts can be eliminated or greatly reduced by following minimum
impact practices and leave no trace ethics.
Though you may consider the individual impacts of your actions as insignificant, when multiplied by all of the people who climb here every year they can have a significant, long lasting effect..
*San Luis Obispo Municipal Code 12.22.050
Hard dacite rock, combined with a pleasant
year round climate, make Bishop Peak an
ideal location for moderate climbing
!Climb at your own risk
PHOTO BY: Douglas Bush
Wildflowersour local
“A world without open country would be universal jail.”
— ED ABBEY
Each year our springtime brings a profusion of wildflowers.
When our surrounding hills turn green, it’s soon after they
appear dusted with yellows, oranges and other colors.
From the California Poppy to Mustard and the stately Yucca, the change of our
seasons bring about the changing beauty of our open spaces. But the spectacular
display of wildflowers neither begin nor end with the passage of Spring. All Flowering
plants have their own particular bloom period. The annual wildflowers appear first and
rapidly bloom, undergo pollination, and set seed before the dry summer can end their
life cycle. Look for Chinese Lanterns in Oak Woodlands and Gold Fields and Baby
Stars in open grass land. Perennial herbs can persist longer and into the summer
months before going dormant.
Late-blooming bulbs can be seen veiled on the dried grassy slopes where you’ll find
Mariposa, Golden Stars and other Lilies mid-summer. In the Chaparral surrounding the
City, Black Sage, Ceanothus and Sticky Monkey Flower all come into bloom to delight
the observant hiker. Winter-blooming shrubs are Chaparral Current and Fuchsia-
flowered Gooseberry.
There are hundreds of wildflowers in our area that many can be found at any given
time of the year. Most have lived here since pre-Columbian times, but many have
arrived in recent years. The vast fields of mustard, the noxious thistles and the
escaped ornamental plants have contributed to our springtime palette of colors.
Take your time and look closely at your
surroundings as you pass through them to further enjoy your outdoor experience.
Wildflowers of San Luis Obispo, California is an
excellent guide to initiate the trail user to our treasures
that bloom. It was written by a consortium of botanists,
enthusiasts and photographers with a passion for our
flora and can be found at the Parks and Recreation
office (1341 Nipomo Street in San Luis Obispo).
Club-Haired Mariposa Lily Calochortus clavatus spp. clavatus Twinning SnapdragonAntirrhinum kelloggii Tidy Tips
Layia platyglossa
Coast Indian Paintbrush
Castilleja affinis
Palmer’s Monardella
Monardella palmeri
Gum PlantGrindelia hirsutula
PHOTO BY: Ranger Service Staff
Our open spaces are home to some
of the most diverse and unique
wildflowers found in the country.
Wildflowers exist here that can survive in
no other environment.
Palmer’s Monardella
(Monardella palmeri)
is unique to serpentine soils.
Uncommon Jewel flower
(Streptanthus albidus ssp.peramoenus)
is an inconspicuous flower found
on disturbed serpentine slopes.
NEW TRAILHEAD
KIOSKS
Informative Trailhead
Panel Inserts
GOAL #5 NURTURE OPEN SPACE
NEW EQUIPMENT
2017 Annual Report Page 16Packet Pg 83
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VOLUNTEERS
528 hrs
500+
PAPER TRAIL
MAPS GIVEN
AWAY
1,500
LEASHES
GIVEN AWAY
AT TRAIL
ENTRANCES3 5 °1 7 '3 0 "N3 5 °1 7 '3 0 "N3 5 °1 7 '0 "N3 5 °1 7 '0 "N3 5 °1 6 '3 0 "N3 5 °1 6 '3 0 "N3 5 °1 6 '0 "N3 5 °1 6 '0 "N
0 0.25 0.5 1 1.5 2 MILES
Open Spaces
san luis obispo
Please respect
private property
and stay on trails.
Please observe the City of San Luis Obispo Open Space rules found
at each location. Violators will be cited under San Luis Obispo
Municipal Codes; Fines in excess of $561.
Hikers and mountain bikers can explore 52+ miles of
trails running through over 3,500 acres of Open Space
properties belonging to the City of San Luis Obispo.
In case of emergency dial 911.
For Ranger Service call (805) 781-7302.
For more information and downloadable trail maps
visit Ranger Service page at www.slocity.org
Reservoir Canyon
NATURAL RESERVE
South Hills
NATURAL RESERVE
Terrace Hill
OPEN SPACE
Johnson Ranch
OPEN SPACE
Laguna Lake
NATURAL RESERVE
Bishop Peak
NATURAL RESERVE
Irish Hills
NATURAL RESERVE
Cerro San Luis
NATURAL RESERVE
Stenner Springs
NATURAL RESERVE
Islay Hill
OPEN SPACE
PUBLIC EDUCATION
2017 Annual Report Page 17
GOAL #5 NURTURE OPEN SPACE
Every Wednesday morning Volunteers meet Rangers
out at a designated location - info found on our website
and social media.
Saturday Work Days: Once a month at various
locations
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goal 6
maximize
community
resources &
collaborations
Develop partnership opportunities with SLO County Parks
Leverage community stakeholders for citizen-driven programming, funding, and
problem-solving
Expand partnerships with Cal Poly and Cuesta College to increase the City’s facility
options and provide development opportunities for their students
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GOAL #6 MAXIMIZE COMMUNITY RESOURCES & COLLABORATIONS
Cal Poly 3Wins Exercise Program partnership
begins in 2018 – pilot program at Golf Course
Ongoing Construction of Laguna Lake Golf Course
Community Garden (Donation from Kiwanis Clubs and One
Cool Earth) (120 volunteers, 72 volunteers hours/12
community workdays/$7,200 value)
Public Art Maintenance
Day at “Oh Great Spirit”
in October 2017 by
Rotary volunteers
(A value of $1,200)
AmeriCorp Worker: leveraged funding for
city-wide volunteer program launch
LOVE SLO 2017 Parks and Recreation
Projects (Laguna Lake Golf Course
Community Garden, SLO Swim Center
landscape and Rock Around SLO)
A DAY OF
VOLUNTEERING
Page 192017 Annual Report
STAKEHOLDERS
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COLLABORATION
Parks and Recreation collaborates with student
volunteers for events like the Gobble Wobble,
Senior Center classes and 3Wins
Parks and Recreation hosts Cal Poly
“Week of Welcome” booth
Special Trail Maintenance Class at Cal Poly
taught by Ranger Doug Carscaden
Ranger Led Hikes in collaboration with Cal Poly
Professors & field professionals
Partnerships with local hotels (Embassy Suites & Avila Bay) assisted
in pool use during hotel construction down time allowing local
businesses to provide their patrons with this amenity
AQUATICS
Supports Special Olympics Training, Navy Seal Training, Arts for Living Therapy, SLO County
Reading program at the SLO Swim Center
New Pool Ambassador Program offers community collaborations for programming and
innovative ideas at the SLO Swim Center
+
200 maps handed out
300 student contacts
Page 202017 Annual Report
GOAL #6 MAXIMIZE COMMUNITY RESOURCES & COLLABORATIONS
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What’s Ahead in 201
Growing Parks and Recreation’s
Healthy & Smart culture
Launching the Parks and Recreation
Element Update and Master Plan
Continuing to Recognize Staff for Outstanding Work
Maximizing Community Collaborations to make
the most of limited resources, facilities & volunteers
Expanding Programming to Reach Diverse Users
including Young Adults (20-30s) and Seniors
Measuring Customer Satisfaction
What’s Your Happiness Score?
1
2
3
4
5
6
Page 21
8?
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Minutes - DRAFT
PARKS AND RECREATION COMMISSION
06 December 2017
Regular Meeting of the Advisory Body Commission
CALL TO ORDER
A Regular Meeting of the Parks and Recreation Commission was called to order on the 6th day of
December 2017 at 5:32 p.m. in the Parks and Recreation Administration Conference Room
located at 1341 Nipomo Street, San Luis Obispo, California, by Chair Avakian.
ROLL CALL
Present: Chair Greg Avakian, Vice Chair Rodney Thurman and Commissioners Kari Applegate,
Keri Schwab, Bob Spector
Absent: Commissioner Olson, Commissioner Whitener
Staff: Parks and Recreation Director Shelly Stanwyck, Recreation Manager Melissa Mudgett,
Recreation Supervisor Ranger Service Doug Carscaden, Recreation Supervisory
Aquatics/Facilities Devin Hyfield, Administrative Analyst Lindsey Stephenson
PUBLIC COMMENT ON ITEMS NOT ON THE AGENDA
Representative of the SLO Pickleball Club, Brian O’Kelly, thanked the Commission and staff,
specifically Rich Ogden Sports Supervisor, for the pickleball pilot program, the multi-use lines at
French Park Tennis Courts and the future dedicated pickleball courts. The SLO Pickleball Club
invited the Commission to come out and play.
CONSENT AGENDA AND CONSIDERATION OF MINUTES
ACTION: APPROVAL OF THE REGULAR MEETING MINUTES OF THE PARKS AND
RECREATION COMMISSION FOR NOVEMBER 1, 2017.
1.Consideration of Minutes
CARRIED 5:0:0:2 to approve the minutes of the Parks and Recreation Advisory Body
for the regular meeting of 11/01/2017 as amended as motioned by Vice Chair Thurman
and second by Commissioner Spector.
AYES: APPLEGATE, AVAKIAN, SCHWAB, SPECTOR, THURMAN,
NOES: NONE
ABSTAIN: NONE
ABSENT: OLSON, WHITENER
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DRAFT Minutes – Parks and Recreation Commission Meeting of December 6, 2017 Page 2
2. Consideration of 2018 Meeting Schedule
ACTION: APPROVAL OF THE 2018 PARKS AND RECREATION COMMISSION
ADVISORY BODY MEETING SCHEDULE.
CARRIED 5:0:0:2 to approve the 2018 Parks and Recreation Commission meeting
schedule as motioned by Vice Chair Thurman and second by Chair Avakian.
AYES: APPLEGATE, AVAKIAN, SCHWAB, SPECTOR, THURMAN,
NOES: NONE
ABSTAIN: NONE
ABSENT: OLSON, WHITENER
3. Discussion of the 2020 Parks and Recreation Strategic Plan
Parks and Recreation Director Shelly Stanwyck, Recreation Manager Melissa Mudgett
and Recreation Supervisor Devin Hyfield provided an overview of the Departments’ first
annual 2020 Strategic Plan report. Strategic Plan progress and accomplishments made in
2017 were highlighted. Baseline data for future year-to-year comparisons and
determining performance measures for the Department was collected in 2017. In response
to public comments received and some confusion over Council direction and budget
allocation Director Stanwyck summarized information on a specific action item of the 5-
year plan, the pursuit of a park North of Broad Street. Staff Hyfield said that in 2018
staff will focus on core areas to help the Parks and Recreation Department maximize
limited available resources, provide an array of programming designed to meet the needs
of diverse park users and better define our future relationship with the community.
Public Comment
Kit Gould, SLO Resident, asked the Commission to add information about staff’s work in
exploring a park North of Broad Street in the 2017 Progress Report of the Parks and
Recreation Strategic Plan. Ms. Gould asked to be kept in the loop regarding progress.
Mila Vujovich-LeBarre, SLO Resident, said that Council previously allocated $750,000
for a park in the North of Broad Street neighborhood. She asked the Commission to
consider active bike paths with the development of new parks. Ms. Vujovich-LeBarre
recommended the City partner with the School District, use public service
announcements and outreach to caregivers for Senior programming.
Commission Comments followed
Commissioner Spector asked about the process for the Parks and Recreation Element
Update and Master Plan. Director Stanwyck responded that there will be significant
public engagement to determine the community’s top priorities.
Commissioner Spector asked about other Senior programs offered by the City. Staff
responded that in addition to the SLO Senior Center and activities, the Golf Course is
largely used by active senior citizens, adult volleyball and adult table tennis is available
at the Ludwick Community Center and drop-in Boomer Softball is played year-round.
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DRAFT Minutes – Parks and Recreation Commission Meeting of December 6, 2017 Page 3
Commissioner Applegate shared that she had conversations with a neighbor and relayed
their input that if a new park is not feasible in the North of Broad Street neighborhood
then an installation of restrooms at Anholm Park would greatly assist in activating the
park.
Chair Avakian thanked staff for the hard work and programming this year.
4. Presentation of the Open Space Maintenance Plan: 2017 Annual Report
The Recreation Supervisor for Ranger Service, Doug Carscaden, provided an overview of
the Open Space Maintenance Plan progress and reported on accomplishments in 2017.
Staff Carscaden said the 2017 Open Space Maintenance and Protection efforts addressed
both new and deferred projects which included new trail amenities, the purchase of
specialized equipment, and public outreach and education efforts. Staff Carscaden
provided a highlight of 2018 Opening Space Maintenance projects which could include
major improvements at Johnson Ranch and Reservoir Canyon trailheads, parking and
fencing improvements, more kiosks, bridge and gate repairs as well as fire fuel reduction,
mitigation projects, and new directional blade signage throughout the city’s trail system.
Staff Carscaden concluded that the Ranger program has benefited from an enormous
number of dedicated volunteers and volunteer hours that make ranger service, trail
maintenance, and creek cleanup possible.
Public Comment
Harry Busselen, SLO Resident for Bishop Peak neighborhood, expressed his concerned
with fire issues and night activities at Bishop Peak. He asked for data on Open Space
rescues. Director Stanwyck responded that data is being collected for Open Space in
city-limits but that a challenge is that not all Open Space is within City limits; for which
the City would not have data available. Director Stanwyck added that Ranger staff
continue night patrols of Open Space and performed fuel reduction activities this summer
at Bishop Peak.
Commission Comments followed
Commissioner Schwab asked about the comparison between enforcement citations from
last year. Ranger Carscaden responded that less citations were issued this year; a result
of compliance.
Commissioner Spector asked about the interaction between Ranger staff and the transient
population during creek cleanup. Ranger Carscaden responded that Ranger Service
works collaboratively with the Police Department and local social services. Director
Stanwyck added that the construction of Prado Day Center may help alleviate some of
issues if staff can connect individual with services. Commissioner Spector asked if
anyone has completed all trails for PixonPeaks. Staff Stephenson responded that the
PixonPeaks program has helped to introduce many people to new trails.
Commissioner Applegate thanked staff for their efforts on trail maintenance and public
education. She added that she has experienced many of the trails and have enjoyed the
new kiosks and maps.
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DRAFT Minutes – Parks and Recreation Commission Meeting of December 6, 2017 Page 4
5. Update of the Parks and Recreation Element and Master Plan Project
Director Stanwyck provided the Commission with an update on the Parks and Recreation
Element and Master Plan project. Director Stanwyck said on November 7th the Council
approved the Request for Proposals for consultant services. Director Stanwyck said that
the City received four proposals today and consultant interviews are scheduled for early
January 2018. She added that the Department has hired an intern to assist staff in
gathering baseline parks data.
COMMITTEE COMMUNICATIONS
6. Director’s Report
Director Stanwyck provided a brief update of current Parks and Recreation programming
and City updates.
• Rich Ogden Sport Supervisor is retiring after 31 years of City Service
• Night Golf Thursday at Laguna Lake Golf Course
• Facility Closures for annual maintenance December 25 through January 5, 2018.
Parks and Recreation offices closed December 25-29, 2017. SLO Swim Center
has various closures over Christmas and New Year holidays.
• Sinsheimer Park Playground still a huge success with hundreds of visitors and
families daily. Construction project planned to extend the artificial turf.
• Council Meeting December 12th for Fiscal Health Response Plan
LIAISON REPORTS
7. Subcommittee Liaison Reports
Director Stanwyck provided a background on Commission liaison assignments. The
Commission discussed past practice, current assignments, and desired changes to
assignment or the practice. By consensus the Commission nominated Commissioner
Spector to serve as the liaison for Adult and Senior Programming.
• Adult and Senior Programming: Liaison position is currently vacant.
• Bicycle Advisory Committee: Commissioner Olson was absent. No Report.
• City Facilities (Damon Garcia, Golf, Pool & Joint Use Facilities): Chair Avakian
reported the AYSO season is over and Field C is closed for renovation, Jack
House Garden will be closed for maintenance beginning in January. Golf Course
has installed new driving range nets, received new golf carts, Gobble Wobble a
huge success in partnership with SLO Food Bank, and night golf is Thursday.
Adult softball concluded and Youth Basketball starts in January 2018.
• Jack House. Commissioner Whitener was absent. No report.
• Tree Committee: Vice Chair Thurman said there was no Tree Committee Report.
• Youth Sports: Commissioner Schwab said YSA meets in January. There was no
report.
8. Commission Communications
None
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DRAFT Minutes – Parks and Recreation Commission Meeting of December 6, 2017 Page 5
ADJOURNMENT
The meeting adjourned at 7:32 p.m. to the next Special meeting of the Parks and Recreation
Commission held on January 10, 2018 at 5:30 p.m., in the Parks and Recreation Department
Conference Room located at 1341 Nipomo Street, San Luis Obispo, California.
APPROVED BY THE PARKS AND RECREATION COMMISSION: 1/10/2018
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Meeting Date: 1/16/2018
FROM: Carrie Mattingly, Utilities Director
Prepared By: Aaron Floyd, Utilities Deputy Director - Water
SUBJECT: MEMORANDUM OF AGREEMENT FOR CREATION OF A
GROUNDWATER SUSTAINABILITY PLAN
RECOMMENDATION
Authorize the Mayor to sign the Memorandum of Agreement Regarding Preparation of a
Groundwater Sustainability Plan for the San Luis Obispo Valley Groundwater Basin.
DISCUSSION
The Sustainable Groundwater Management Act (SGMA) requires sustainable groundwater
management in all high and medium priority basins, including the medium priority San Luis
Obispo Valley Groundwater Basin (SLO Basin). SGMA’s first critical deadline required
formation of groundwater sustainability agencies (GSAs) by June 30, 2017. The City of San Luis
Obispo and the County of San Luis Obispo (County), have completed the GSA formation
process, resulting in full coverage of the SLO Basin. The City’s public hearing on this event took
place on May 16, 2017 (Attachment A).
While GSAs were formed by the two local public agencies, SGMA provides that other entities
are eligible to participate in GSAs. Representatives of eligible entities within the SLO Basin,
including the Golden State Water Company (GSWC), Edna Ranch Mutual Water Company
(ERMWC), Varian Ranch Mutual Water Company (VRMWC), and Edna Valley Growers
Mutual Water Company (EVGMWC), have been engaging local stakeholders and developing the
governance structure for the SLO Basin since 2015. The City, County and the aforementioned
eligible entities (collectively, Participating Parties) collaborated to develop the attached
Memorandum of Agreement Regarding Preparation of a Groundwater Sustainability Plan for the
San Luis Obispo Valley Groundwater Basin (MOA – Attachment B).
All eligible entities have signed the MOA. The County of San Luis Obispo is scheduled to hear
and is expected to sign this MOA on January 9, 2018. Key terms of the MOA are described
below.
GSP Development in the San Luis Obispo Valley Groundwater Basin
SGMA’s next critical deadline requires development and adoption of a groundwater
sustainability plan (GSP) for the SLO Basin by January 31, 2022. The MOA defines how the
City and County will work jointly to meet the objectives of the MOA – namely, to develop a
single GSP for the SLO Basin by the statutory deadline in coordination with a Groundwater
Sustainability Commission (Commission) created by the MOA (subject to payment of certain
contributions by the Participating Parties as described below) and consisting of representatives of
the GSAs and the Participating Parties. City and County staff will collaboratively participate in
developing a GSP through, among other things, retaining the services of a consultant and
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engaging SLO Basin users and stakeholders. Once developed, the GSP would be considered for
adoption by the GSAs (i.e., City Council and County Board of Supervisors) and subsequently
submitted to the Department of Water Resources (DWR) for approval. Under the terms of the
MOA, neither the City nor the County is required to adopt the GSP developed under the MOA
and either can adopt the GSP even if the other declines to do so. The MOA automatically
terminates upon approval of the GSP by DWR and either the City or County can terminate the
MOA on thirty days’ notice at any time.
The following graphic depicts the relationship of the GSAs and the individual Participating
Parties:
As established under the terms of the MOA and subject to each Participating Party making an
annual monetary contribution to defray the costs of administering the Commission (a combined
$50,000), the Commission is to be composed of five (5) members representing the City, County,
and the Participating Parties (ERMWC and VRMWC are collectively represented by one
member as discussed below). It is anticipated that the Commission, in coordination with City and
County staff, will be an active participant in the development of a single GSP over the SLO
Basin. The MOA provides that the City Council and County Board of Supervisors shall appoint
the members and alternate members representing the City and the County (who shall serve at
their pleasure), respectively. Each of the Participating Parties shall nominate (or jointly
nominate) a member and alternate member to provide representation on the Commission, subject
to confirmation by the County Board of Supervisors. These members shall serve at the pleasure
of the County Board of Supervisors. Each member of the Commission is entitled to one vote on
any matter under consideration.
Councilmember Pease and the Utilities Director (as an alternate represent ative) were appointed
to serve on the Groundwater Sustainability Commission at the May 16, 2017 City Council
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meeting. County staff recommended, on January 9, 2018, that the County appoint the District 3
Supervisor, Adam Hill, as the Member and District 2 Supervisor, Bruce Gibson, as the Alternate
Member representing the County. The Participating Parties’ nominations for their member and
alternate member seats are as follows:
Position Name Member/Alternate
EVGMWC Robert Schiebelhut
George Donati
Member
Alternate
ERMWC and VRMWC1 Dennis Fernandez
James Lokey
Member
Alternate
GSWC Mark Zimmer
Toby Moore
Member
Alternate
County Public Works coordinated with the County Clerk's Office to post the vacancies for appointments in accordance with all
Maddy Act requirements.
ENVIRONMENTAL REVIEW
The adoption of this Memorandum of Agreement is not a "project" under the California
Environmental Quality Act (CEQA), because the action does not involve any commitment to a
specific project which may result in a potentially significant physical impact on the environment,
as contemplated by Title 14, California Code of Regulations, Section 15378.
CONCURRENCES
Community Development concurs with the environmental review findings.
FISCAL IMPACT
The MOA also defines how the City and County will jointly fund the costs associated with
implementation of the MOA. Within 60 days of the effective date of the MOA and prior to each
anniversary of the Effective Date, City and County staff will prepare an annual budget for the
GSAs to implement the MOA. Subject to City Council and County Board of Supervisor approval
of each annual budget, the City and the County agree to fund the annual budget (less the
combined $50,000 contribution paid by the Participating Parties in accordance with the
percentage allocations set forth below:
1 The ERMWC and the VRMWC have entered into a separate agreement setting forth the manner in
which they will “jointly nominate” a member and alternate member to represent them on the Commission
in accordance with the MOA. More specifically, the ERMWC and VRMWC have agreed that the initial
nomination will be a representative from ERMWC (nominated by ERMWC) and an alternate
representative from VRMWC (nominated by VRMWC) and that two years later the nomination will be a
representative from VRWMC and an alternate representative from ERMWC (with nomination authority
continuing to alternate every two years).
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County 70%
City 30%
During the Public Hearing held on May 16, 2017, City Council authorized the City Manager to
approve the use of up to $200,000 of water fund working capital for expenditures rel ated to the
formation and administration of a groundwater sustainability agency and the development of a
groundwater sustainability plan. Within 60 days of the effective date of the MOA and prior to
each anniversary of the effective date, City and County staff will prepare an annual budget for
the GSAs to implement the MOA.
Attachments:
a - GSAFormation CAR - Meeting Date 5-16-17
b - San Luis Basin MOA FINAL 09 28 17
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Meeting Date: 5/16/2017
FROM: Carrie Mattingly, Utilities Director
Prepared by: Aaron Floyd, Utilities Deputy Director - Water
SUBJECT: FORMATION OF A GROUNDWATER SUSTAINABILITY AGENCY
RECOMMENDATIONS
1. Rescind all prior approvals and appointments associated with the formation of a Groundwater
Sustainability Agency from the March 7, 2017 City Council meeting; and
2. Approve a Resolution (Attachment E) entitled “A Resolution of the City Council of the City
of San Luis Obispo, California authorizing the City of San Luis Obispo to become a
Groundwater Sustainability Agency for the San Luis Obispo Valley Groundwater Basin for
the area that lies beneath and within the jurisdictional boundaries of the City of San Luis
Obispo” (Attachment E); and
3. Authorize the City Manager to approve use of up to $200,000 of water fund working capital
for expenditures related to the formation and administration of a groundwater sustainability
agency and the development of a groundwater sustainability plan; and
4. Authorize the City Manager to execute a letter to the California Department of Water
Resources notifying them of the City’s decision to become a Groundwater Sustainability
Agency as required by Water Code § 10723.8; and
5. Authorize the City’s Utilities Director to perform any acts necessary under the Sustainable
Groundwater Management Act in order to effectuate the purposes and acts authorized herein;
and
6. Once formed, appoint Council Member Pease and the Utilities Director as an alternative
representative to serve on the to the Groundwater Sustainability Commission.
DISCUSSION
Background
On March 2, 2017, in compliance with the Sustainable Groundwater Management Act (SGMA),
the City Council approved and authorized the Mayor to execute a Joint Powers Agreement with
the County of San Luis Obispo for the purpose of forming the San Luis Obispo Valley
Groundwater Basin Groundwater Sustainability Agency. That staff report is included as
Attachment A. Earlier that same day, the County of San Luis Obispo Board of Supervisors took
action to amend certain sections of its adopted SGMA policy related to funding. The Board held
another public hearing on April 4, 2017 to re-consider that action. At this meeting, the Board
maintained the March 7 policy change.
The Board’s policy change directs the use of County General Fund money to develop
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groundwater sustainability plans in areas of the County not covered by another Groundwater
Sustainability Agency. The Board stated it would not raise fees to support the development of the
plans. The Board’s prior SGMA policy stated that it would not fund the development of
groundwater sustainability plans through its General Fund. This action effectively removed the
ability for the San Luis Obispo Valley Groundwater Basin Groundwater Sustainability Agency to
fund itself through basin user fees as required in the Joint Powers Agreement. In short, the Joint
Powers Agreement is no longer a viable option for the City and it is recommended the City
Council rescind all prior approvals and appointments associated with the action taken on that
item.
The recommended alternative path forward (Alternative 1 from the City’s March 7, 2017 staff
report) is for the City to form its own Groundwater Sustainability Agency (GSA) over its
jurisdictional boundaries. The City as the GSA will work in a coordinated approach with the
County (who will form its own Groundwater Sustainability Agency over its portion of the San
Luis Obispo Valley Groundwater Basin) to develop a Groundwater Sustainability Plan (GSP)
that covers the entire San Luis Obispo Valley Groundwater Basin. See Attachment B for map of
proposed GSAs.
Pursuant to the Sustainable Groundwater Management Act, the deadline to form a Groundwater
Sustainability Agency is June 30, 2017.
Continuing Efforts / Next Steps
The San Luis Obispo Valley Groundwater Basin “eligible entities” as shown in Attachment C,
(City, County, Golden State Water Company, Edna Ranch Mutual Water Company-East, Varian
Ranch Mutual Water Company, and Edna Valley Growers Mutual Water Company) are all ba ck
at the table working collaboratively to comply with SGMA requirements. A draft governance
structure of a coordinated approach to managing the groundwater basin is attached (Attachment
D). The proposed structure includes a Groundwater Sustainability Commission which is an
advisory body to the City Council and the Board of Supervisors. The Commission consists of
one City Council Member, one County Supervisor and a representative of each of the water
companies identified above. The structure is subject to change.
The City, County, and eligible entities are required by SGMA to work together to create
Groundwater Sustainability Plans. A draft memorandum of agreement among the parties is under
review. City and County staff are working to develop an appropriate cost sharing and decision-
making approach to Groundwater Sustainability Plan development by the separate Groundwater
Sustainability Agencies.
Should the Council approve the formation of the City of San Luis Obispo Groundwater
Sustainability Agency, the full program (coordinated approach with the County GSA) will be
presented to City Council for its consideration as soon as feasible. Meeting the statutory deadline
to form the City GSA is the focus of this report.
It should be noted that the County’s modified policy is limited to the development of the
Groundwater Sustainability Plan. It is unclear what funding the County will deem appropriate for
plan implementation. The City and County have the option in the future to form a Joint Powers
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entity, as originally envisioned, should circumstances justify that approach. SGMA requires the
Groundwater Sustainability Plan to be developed by January 31, 2022.
ENVIRONMENTAL REVIEW
The adoption of this resolution to form a Groundwater Sustainability Agency is not s ubject to
CEQA. Preparation of the appropriate environmental findings at this stage is premature given
that the process is still in its early stages and adequate information is not available to inform any
required analysis as defined in State CEQA Guidelines Section 15004(b).
FISCAL IMPACT
Costs and efforts associated with SGMA compliance to-date have been borne by the County with
in-kind support and stakeholder outreach by the City, Golden State Water Company, Edna
Valley Growers Mutual Water Company, Varian Ranch Mutual Water Company, and Edna
Ranch - East Mutual Water Company.
With the City as the GSA, City staff will incur additional responsibilities related to the
administration of this program. In addition, the City must coordinate efforts with the County of
San Luis Obispo GSA to create a Groundwater Sustainability Plan.
Costs associated with the administration and operation of the City of San Luis Obispo
Groundwater Sustainability Agency are estimated at $150,000 annually; however, because this is
a cost estimate, authority to use up to $200,000 of working capital is requested. Ultimately how
the Agency will be administered and funded has yet to be determined. At this time, funding
through water fund working capital is being recommended. The use of fund balance has been
taken into consideration of the fund review and the fund is projected to maintain working capital
above 20% of the operating expenditures policy reserve.
Long-term costs for the San Luis Obispo Valley Groundwater Basin GSAs to impl ement the
GSP and manage the entire basin in coordination with one another are unknown at this time. The
methodology for collection of funds and share apportionment among the basin’s entities is also
unknown at this time. The County of San Luis Obispo Board of Supervisors has not made its
intent clear as to how GSP implementation will be paid for in its countywide GSAs. This funding
hurdle will need to be resolved in the future.
Efforts to minimize costs associated with the GSA include exploration of partnerships with other
GSAs in the County to share resources, continue in-kind services where applicable, and pursue
grants. The County has already secured funding of $150,000 towards a basin characterization
study for the San Luis Obispo Valley Groundwater Basin - a needed work effort for creation of a
GSP.
ALTERNATIVES
Pursuant to SGMA, if any portion of the basin is not covered by a GSA, the County is presumed
to be the GSA for that area. If the County does not take on this role, then the State will intervene
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until it can turn basin management back to a local entity. Activities could include groundwater
extraction reporting by basin users, development of Interim Plan(s) and related studies and
CEQA compliance as applicable, collection of fees, and issuance of cease and desist orders if
necessary to handle violations. The State’s clear intention is local groundwater issues should be
governed by local entities.
1. Council could choose not to form a GSA. Doing so would cede authority to the County;
its GSA would be the only agency with the designated authorities and jurisdiction over
the groundwater basin. The City would have an advisory position comparable to the other
eligible entities in the basin. During the creation of the groundwater sustainability plan,
there would be some cost to the City (likely under $20,000) in order to have influence on
the Groundwater Sustainability Commission shown in the draft governance structure
(Attachment C).
With this alternative, the County would bear the cost of administering and operating the
new GSA and creating a groundwater sustainability plan for the entire San Luis Obispo
Valley Groundwater Basin. While current County policy direction on this issue is not
clear, at some future point, the GSA would have authority to enact fees and charges over
the basin in order to bring it into sustainability.
Attachments:
a - 3/7/2017 Council Agenda Report - SGMA
b - San Luis Obispo Valley Groundwater Basin - GSA Concept
c - San Luis Obispo Valley Groundwater Basin - Eligible Entities
d - SLOVGB New Governance Structure
e - Resolution forming GSA
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MEMORANDUM OF AGREEMENT REGARDING PREPARATION OF A
GROUNDWATER SUSTAINABILITY PLAN FOR
THE SAN LUIS OBISPO VALLEY GROUNDWATER BASIN
This Memorandum of Agreement (“MOA”) is entered into by and between the City of
San Luis Obispo (“City”), the County of San Luis Obispo (“County”), the Edna Valley Growers
Mutual Water Company (“EVGMWC”), the Varian Ranch Mutual Water Company (“VRMWC”),
the Edna Ranch Mutual Water Company (“ERMWC”) and the Golden State Water Company
(“GSWC”) (each referred to individually as a “Party” and collectively as the "Parties") for
purposes of coordinating preparation of a single groundwater sustainability plan for the
San Luis Obispo Valley Groundwater Basin.
Recitals
WHEREAS, on September 16, 2014, Governor Jerry Brown signed into law Senate
Bills 1168 and 1319 and Assembly Bill 1739, known collectively as the Sustainable
Groundwater Management Act (“SGMA”), which became effective on January 1, 2015 and
which have been and may continue to be amended from time to time; and
WHEREAS, SGMA requires the establishment of a groundwater sustainability agency
(“GSA”) or agencies for all basins designated as medium- or high-priority by the Department
of Water Resources (“DWR”) on or before June 30, 2017; and
WHEREAS, SGMA further requires the adoption of a groundwater sustainability plan
(“GSP”) or coordinated GSPs for all basins designated by DWR as medium- or high-priority
and not subject to critical conditions of overdraft on or before January 31, 2022; and
WHEREAS, DWR has designated the San Luis Obispo Valley Groundwater Basin
(Basin No. 3-9) (“Basin”) as a medium-priority basin not subject to critical conditions of
overdraft; and
WHEREAS, the County and the City have each decided to become the GSA within
their respective service areas overlying the Basin and have informed DWR of their decision
and intent to undertake sustainable groundwater management therein; and
WHEREAS, the County and the City desire to collectively develop a single GSP to
sustainably manage the Basin; and
WHEREAS, the County and the City further desire to include the other Parties to this
MOA who each constitute entities eligible to participate in a GSA (sometimes referred to
individually as a “Participating Party” or collectively as the “Participating Parties”) in the
development of the GSP through the creation of the Groundwater Sustainability
Commission.
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NOW, THEREFORE, it is mutually understood and agreed as follows:
S ection 1
Purpose
This MOA is entered into by the Parties for the purpose of establishing the manner
in which the City and the County, with input from the Participating Parties, will coordinate
in the development of a single GSP for the Basin that will be considered for adoption by the
City Council and the County Board of Supervisors and subsequently submitted to DWR for
approval. This MOA may also serve as the basis for continued cooperation among the City
and the County in the management of the Basin during the period between adoption of the
GSP by the City Council and the County Board of Supervisors and approval of the GSP by
DWR. As more specifically set forth in Section 10.3 below, this MOA shall automatically
terminate upon DWR’s approval of the GSP for the Basin.
Section 2
Term
This MOA shall become effective on the date that the last of the six (6) Parties signs
(“Effective Date”) and shall remain in effect until terminated in accordance with Section 9.2
or Section 10.3 below.
Section 3
City and County Roles and Responsibilities
3.1 The City and the County shall work jointly to meet the objectives of this MOA.
3.2 The City and the County shall retain the services of a consultant(s) to meet
the objectives of this MOA, including, but not limited to, preparation of a GSP for the Basin
in accordance with the provisions set forth in Section 7 below.
3.3 The City and the County shall each designate a staff person(s) to participate
in the development of the GSP and related technical studies through, without limitation,
the provision of guidance and available data, in coordination with the consultant(s), and to
administer the Groundwater Sustainability Commission (e.g. to, among other things, timely
publish all agendas and take minutes).
3.4 The City and the County shall each be responsible for adopting the GSP and
implementing the GSP within their respective service areas. Notwithstanding the
foregoing, nothing contained in this MOA shall be construed as obligating either the City
Council or the County Board of Supervisors to adopt the GSP developed pursuant to this
MOA or as preventing either the City Council or the County Board of Supervisors from
adopting the GSP developed under this MOA in the event that the other elects not to adopt
it or in the event that the Groundwater Sustainability Commission fails to recommend
approval.
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3.5 The City and the County may lead certain Basin-wide public outreach and
stakeholder involvement to improve development of the GSP.
3.6 The City shall be responsible for taking all legally required actions associated
with its appointment of the member and alternate member to the Groundwater
Sustainability Commission representing the City as set forth in Section 4.5, including,
without limitation, all applicable requirements under the Maddy Act (Government Code §§
54970 et seq.) and the County shall be responsible for taking all such actions associated
with its appointment of the member and alternate member to the Groundwater
Sustainability Commission representing the County and its confirmation of the members
and alternate members to the Groundwater Sustainability Commission representing the
Participating Parties as set forth in Section 4.4 and Section 4.3, respectively.
Section 4
Establishment of the Groundwater Sustainability Commission
4.1 The City and the County hereby establish the Groundwater Sustainability
Commission to serve as an advisory committee to the City Council and the County Board of
Supervisors in connection with preparation of the GSP and interim Basin management
actions subject to each Participating Party making its required contributions under Section
6(B).
4.2 The Groundwater Sustainability Commission shall be composed of five (5)
members: one (1) member representing the City, one (1) member representing the County,
one (1) member representing EVGMWC, one (1) member collectively representing VRMWC
and ERMWC and one (1) member representing GSWC.
4.3 Each of the Participating Parties shall nominate a member and an alternate
member to represent it on the Groundwater Sustainability Commission subject to
confirmation by the County Board of Supervisors with the exception that VRMWC and
ERMWC shall jointly nominate a member and an alternate member to represent them
subject to confirmation by the County Board of Supervisors. Said members shall serve at
the pleasure of the County Board of Supervisors and may be removed at any time provided
that the County Board of Supervisors shall have no authority to replace a removed
member with an individual who has not been nominated by the relevant Participating Party
or collection of Participating Parties.
4.4 The County Board of Supervisors shall appoint the member and alternate
member representing the County and said members shall serve at the pleasure of the
County Board of Supervisors.
4.5 The City Council shall appoint the member and alternate member
representing the City and said members shall serve at the pleasure of the City Council.
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4.6 All meetings of the Groundwater Sustainability Commission shall be
conducted in accordance with the Ralph M. Brown Act (Government Code §§ 54950 et seq.).
4.7 A majority of the members of the Groundwater Sustainability Commission
shall constitute a quorum for purposes of transacting business, except that less than a
quorum may vote to adjourn the meeting.
4.8 Each member of the Groundwater Sustainability Commission shall be
entitled to one (1) vote on any matter under consideration by the Groundwater
Sustainability Commission.
4.9 All advisory opinions submitted by the Groundwater Sustainability
Commission to the City Council and the County Board of Supervisors shall be supported by
a majority of the members, except for the recommendation to adopt the GSP or any
amendments thereto which shall be supported by at least four (4) of the members.
4.10 The County Board of Supervisors and the City Council may approve or reject
any advisory opinion submitted by the Groundwater Sustainability Commission provided
that in every case that the County Board of Supervisors or City Council rejects an advisory
opinion of the Groundwater Sustainability Commission related to the contents or adoption
of the GSP it shall do so only after holding a public hearing, at which time the members of
the Groundwater Sustainability Commission shall have the right to appear and address the
City Council and the County Board of Supervisors.
4.11 None of the members or alternate members shall be entitled to any
compensation from the County or the City for their service on the Groundwater
Sustainability Commission.
Section 5
Establishment of Additional Advisory Committees
The City Council and the County Board of Supervisors may from time to time jointly
establish one or more additional advisory committees or establish standing or ad hoc
committees to assist in carrying out the purposes and objectives of this MOA. Without
limiting the foregoing, it is anticipated that the City Council and the County Board of
Supervisors will establish a stakeholder advisory committee to the Groundwater
Sustainability Commission to consider the interests of beneficial uses and users not already
represented on the Groundwater Sustainability Commission consistent with Water Code
Section 10723.2.
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Section 6
Funding
The City and the County agree to jointly fund the costs associated with
implementation of this MOA in accordance with and subject to the following:
A. Within sixty (60) days of the Effective Date and prior to each anniversary of
the Effective Date, City and County staff shall prepare an annual budget for the GSAs to
implement this MOA for approval by the City Council and the County Board of Supervisors.
B. Each of the Participating Parties shall be responsible for contributing the
following funds to help defray the costs of the Groundwater Sustainability Commission and
in consideration for their participation thereon within thirty (30) days of the Effective Date
and within thirty (30) days of each anniversary of the Effective Date:
EVGMWC $28,200
VRMWC $4,550
ERMWC $4,550
GSWC $12,700
C. Subject to City Council and County Board of Supervisor approval of the
annual budget, the City and County agree to fund the annual budget (less the contributions
set forth in Section 6(B)) in accordance with the percentage allocations set forth below.
Notwithstanding the foregoing and Section 10.1, the City Council and the County Board of
Supervisors may amend said percentage allocations without the agreement of the
Participating Parties.
County 70%
City 30%
D. It is anticipated that the vast majority of budgeted costs to be paid by the City
and the County will involve costs for consultant services. Consequently, most City and
County contributions will be paid in the manner described in Section 7 below.
Section 7
Retention of Consultants
7.1 The County agrees to act as the contracting agent to retain the services of a
consultant(s) as described in Section 3.2 above.
7.2 Notwithstanding the foregoing, the County agrees that the City and one (1)
member of the Groundwater Sustainability Commission not representing the City or the
County designated by the Groundwater Sustainability Commission shall be included in the
selection of any consultant retained by the County pursuant to this MOA. More specifically,
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a staff representative from the City and the designated member of the Groundwater
Sustainability Commission shall be given an opportunity to review and approve all requests
for proposals prior to their release and to participate in the various stages of the selection
process, including, but not limited to, review of proposals and participation on interview
panels.
7.3 All consultant contracts entered into by the County pursuant to this MOA
shall include the following: (1) a provision requiring that the consultant name the City as an
additional insured, (2) an expected spend plan estimating the amount of the not to exceed
contract amount that the consultant expects to invoice each month, and (3) a provision
requiring that the consultant calculate both the County and City’s share of each invoice
consistent with Section 6(C) and send monthly invoices to both the County and the City
showing the foregoing calculation.
7.4 Both the City and the County shall be responsible for remitting payment of
their share of each monthly invoice directly to the consultant within thirty (30) days of
receipt or within the time frame otherwise set forth in the consultant contract.
Section 8
Notice
8.1 To provide for consistent and effective communication among the Parties,
each Party shall designate a representative as its central point of contact on matters
relating to this MOA.
8.2 All notices, statements, or payments related to this MOA shall be deemed to
have been duly given if in writing and delivered electronically, personally or mailed by first-
class, registered or certified mail to the Parties at the addresses set forth in Exhibit A. The
Parties may update Exhibit A from time to time without formal amendment to this MOA.
Section 9
Withdrawal and Termination
9.1 Any Participating Party may unilaterally withdrawal from this MOA without
causing or requiring termination of this MOA. Withdrawal shall become effective upon
thirty (30) days written notice to the remaining Parties’ designated addresses as listed in
Exhibit A. A Participating Party that has withdrawn from this MOA shall remain obligated to
pay its allocation of the current annual budget. If a Participating Party withdraws, the
Groundwater Sustainability Commission shall automatically be reconstituted to no longer
include a member or alternate member representing the withdrawing Participating Party.
In addition, the withdrawing Participating Party’s annual contribution as set forth in Section
6(B) for all subsequent years shall be allocated among the remaining Participating Parties
on a pro rata basis.
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9.2 This MOA may be terminated by either the City or the County upon thirty (30)
days written notice to all Parties’ designated addresses as listed in Exhibit A. Upon
termination, any unused portion of the cost contributions described in Section 6(B) and
Section 6(C) as of the effective date of termination shall be returned to each Party on a pro
rata basis. If the City terminates this MOA, it shall remain obligated to pay its cost share
obligation under any existing consultant contract entered into by the County pursuant to
this MOA.
Section 10
Miscellaneous
10.1 Subject to the exception set forth in Section 6(C), this MOA may be amended
only by unanimous written consent of all current Parties.
10.2 This MOA may be executed in counterparts.
10.3 This MOA shall automatically terminate upon DWR’s approval of the adopted
GSP. Depending on the content of the GSP, the Parties may decide to enter into a new
agreement to coordinate GSP implementation.
10.4 This MOA is made in the State of California, under the Constitution and laws
of said State and is to be so construed.
10.5 If any provision of this MOA is determined to be invalid or unenforceable, the
remaining provisions shall remain in full force and unaffected to the fullest extent
permitted by law and regulation.
10.6 This MOA constitutes the sole, entire, integrated and exclusive agreement
between the Parties regarding the contents herein. Any other contracts, agreements,
terms, understandings, promises or representations not expressly set forth or referenced
in this writing are null and void and of no force and effect.
10.7 The Parties agree and acknowledge that this MOA has been developed
through negotiation, and that each Party has had a full and fair opportunity to revise the
terms of this MOA. Consequently, the normal rule of construction that any ambiguities are
to be resolved against the drafting party shall not apply in construing or interpreting this
MOA.
[signatures to follow on next page]
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IN WITNESS WHEREOF, the Parties have executed this MOA by authorized officials
thereof on the dates indicated below.
CITY OF SAN LUIS OBISPO COUNTY OF SAN LUIS OBISPO
By: ________________________ By: ________________________
Its: _________________________ Its: _________________________
Date: _______________________ Date: _______________________
APPROVED AS TO FORM AND APPROVED AS TO FORM AND
LEGAL EFFECT: LEGAL EFFECT:
By: ________________________ By: ________________________
Its: ________________________ Its: ________________________
Date: _______________________ Date: _______________________
EDNA VALLEY GROWERS VARIAN RANCH MUTUAL
MUTUAL WATER COMPANY WATER COMPANY
By: ________________________ By: ________________________
Its: _________________________ Its: _________________________
Date: _______________________ Date: _______________________
EDNA RANCH MUTUAL GOLDEN STATE WATER COMPANY
WATER COMPANY
By: ________________________ By: ________________________
Its: _________________________ Its: _________________________
Date: _______________________ Date: _______________________
Andrew D. Mangano
President
1/01/17
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EXHIBIT A
PARTY ADDRESS LIST
County of San Luis Obispo
County Government Center, Room 206
San Luis Obispo, CA 93408
Attention: Wade Horton, Public Works Director
City of San Luis Obispo
Utilities Department
879 Morro Street
San Luis Obispo, CA 93401-2710
Attention: Carrie Mattingly, Utilities Director
Edna Valley Growers Mutual Water Company
4910 Edna Road
San Luis Obispo, CA 93401
Attention: Bob Schiebelhut, President
Varian Ranch Mutual Water Company
2060 Varian Circle
Arroyo Grande, CA 93420
Attention: James Lokey
Edna Ranch Mutual Water Company
5665 Edna Ranch Circle
San Luis Obispo, CA 93401
Attention: Andy Mangano
Golden State Water Company
2330 A Street, Suite A
Santa Maria, CA 93455
Attention: General Manager, Coastal District
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Meeting Date: 1/16/2018
FROM: Daryl Grigsby, Director of Public Works
Prepared By: Gamaliel Anguiano, Transit Manager
SUBJECT: TRANSIT ASSET MANAGEMENT (TAM) PLAN
RECOMMENDATION
Approve submittal of The City of San Luis Obispo’s TAM Plan and Goal (Attachment A) to the
Federal Transit Administration (FTA).
DISCUSSION
Transit asset management (TAM) is a business model that prioritizes funding based on the
condition of transit assets in order to achieve or maintain transit networks in a state of good
repair (SGR). In July 2016, FTA issued a final rule requiring transit agencies to maintain—and
document—minimum TAM standards. The new standards will help transit agencies keep their
systems operating smoothly and efficiently.
Every agency must develop a transit asset management (TAM) plan if it owns, operates, or
manages capital assets used to provide public transportation and receives federal financial
assistance under 49 U.S.C. Chapter 53 as a recipient or subrecipient. Each transit provider must
designate an Accountable Executive (49 CFR 625.5) to ensure appropriate resources for
implementing the agency's TAM plan. There are two tiers for agencies that covers nine elements.
Tier I agencies must comply with all nine elements of the TAM plan. Tier II agencies are
responsible only for the top four elements. The City of San Luis Obispo (SLO) falls under Tier II
and must comply with the following four elements:
1. An inventory of assets – Maintain a register of capital assets and information about
those assets.
2. A condition assessment of inventoried assets – Rate each assets' physical state; to be
completed for assets an agency has direct capital responsibility for, should be at a
level of detail sufficient to monitor and predict performance of inventoried assets.
3. Description of a decision support tool – Perform an analytic process or utilize a tool
that (1) assists in capital asset investment prioritization and/or (2) estimates capital
needs over time; does not necessarily mean software.
4. A prioritized list of investments – Maintain a prioritized list of projects or programs
to manage or improve the SGR of capital assets.
Transit Asset Management (TAM) Plan
The attached TAM plan inventories qualifying federally funded assets of $50,000 or more,
namely vehicles and facilities. Staff has used the FTA provided template to create the City’s
Transit TAM Plan. The essence of SLO Transit’s proposed TAM Plan is for all revenue vehicles
to be no more than 25% beyond the FTA-defined useful life standard in terms of years or miles
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as the established goal; barring lacking the financial means to replace them. Th equipment goal is
set based on current age and when the replacement is tentatively set to take place.
FISCAL IMPACT
There are no impacts the City’s General Fund for submitting a TAM Plan. And while the plan
has no direct impact on the Transit Enterprise Fund for establishing a goal, there are some
adverse and potential impacts to the fund if a plan were not submitted to the Federal Transit
Administration, as it is a requirement for all federal transit fund recipients.
ALTERNATIVES
1. Deny submittal of the proposed SLO Transit TAM Plan. However, this is not advised as
it could jeopardize future federal funding.
2. Direct Staff to adjust to the SLO Transit TAM Plan goals to some other amounts.
Attachments:
a - SLO TAM Plan
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Meeting Date: 1/16/2018
FROM: Daryl Grigsby, Director of Public Works
Prepared By: Gamaliel Anguiano, Transit Manager
SUBJECT: ROAD REPAIR AND ACCOUNTABILITY ACT OF 2017, SENATE BILL 1
(SB1) STATE OF GOOD REPAIR GRANT APPLICATION(S)
RECOMMENDATION
1. Adopt a resolution authorizing the City Manager, or his designee, to execute and file grant
applications with the State of California to receive SB1 Grant funds for transit projects and to
execute any related grant applications, certifications, assurances, forms, agreements, and
associated documents on behalf of the City on an ongoing basis; and
2. Approve a budget amendment to reflect received grant funds, if awarded; and
3. Approve the appropriation of grant money for the procurement of City-approved Transit CIP
projects.
DISCUSSION
Background
Financial Management Manual Policy 740 requires that the City Council approve grant
applications equal or greater than $5,000. The application will request up to the maximum in
combined City allocated and available discretionary competitive award amounts towards capital
purchases that meet grant criteria
On April 28, 2017 Governor Brown signed Senate Bill (SB) 1 (Chapter 5, Statutes of 2017),
known as the Road Repair and Accountability Act of 2017. SB 1 will provide over $50 billion in
transportation funding over the next decade to repair highways, bridges and local roads, to make
strategic investments in congested commute and freight corridors, and to improve transit service.
The direct allocation of transit funds will be under the State Transit Assistance (STA) Program
formula to eligible agencies pursuant to Public Utilities Code (PUC) section 99312.1. Half is
allocated according to population and half according to transit operator revenues.
The SB1 transit assistance component is comprised of two parts. One part of the program
augments the base of the State Transit Assistance program by an estimated $175 million in 2017-
18 and $274 million in 2018-19 stemming from a portion of the new sales tax on diesel fuel.
From this, the City of San Luis Obispo is anticipated to receive approximately $137,000 or more
annually to supplement operational costs. This program does not require pre-approval of projects
before funding allocation.
The second part of SB1 transit assistance is a competitive, discretionary grant process for capital
purchase assistance. This investment in public transit is referred to as State of Good Repair
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(SGR) Program. Access to SB1 SGR requires an annual grant application for both allocated and
the competitive discretionary amounts. Such grant applications also require board/council
approval. In FY 17-18 approximately $397,338 is available to transit operators in San Luis
Obispo County for eligible transit maintenance, rehabilitation and capital projects. It is
estimated that similar amounts will be available in this program thereafter.
State of Good Repair (SGR), Capital Project
The SGR Program provides funding for capital assistance to rehabilitate and modernize California’s
existing local transit systems. SGR funds are available for capital projects that maintain the public
transit system in a state of good repair. Statutes list the projects eligible for SGR funding, which
are:
• Transit capital projects or services to maintain or repair a transit operator’s existing
transit vehicle fleet or transit facilities, including the rehabilitation or modernization of
the existing vehicles or facilities.
• The design, acquisition and construction of new vehicles or facilities that improve
existing transit services.
• Transit services that complement local efforts for repair and improvement of local
transportation infrastructure.
The City of San Luis Obispo’s direct annual allocation of SGR SB1 funding for FY 17/18 is only
$7,358. This amount is only sufficient for smaller transit projects. However, SB1 allows for
annual roll-over and combining of multiple years, up to four years to help achieve a larger
project. Further, there is regional discretionary amounts, specific to transit programs, that the
City of San Luis Obispo can purse for larger projects.
Capital Projects, Vehicles
The Council adopted FY 17-19 Financial Plan includes five-year fleet replacements forecast.
Within this forecast includes replacement of the Trolley vehicle which is approaching the end of
its Federal Transit Administration defined “useful life.” While this replacement is outside of the
2-year Financial Plan period, one use of available SB SGR funds would be to work now towards
electrification of SLO transit vehicles. The trolley may be a good candidate for this purpose.
Standard clean diesel vehicles range from $250,000 to $300,000 but can be upgraded to be fully
electric with an additional $350,000. This price may come down as additional EV vehicles hit
the market or additional rebates are offered stat ewide. With a combination of SB1 SGR, LCTOP
grant funds and some local match, this project could be achieved. Other Transit approved CIP
projects could also be achieved as an alternative or thereafter with other grant applications. Staff
is recommending combining multiple grants, multiple year allocations and pursuing up to the
maximum in discretionary competitive award amounts, towards pursuing Transit approved CIP
capital purchases. Specifically, with regard to transit fleet needs, such capital needs are pursuing
alternative energy vehicles.
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FISCAL IMPACT
There is no impact on the City’s General Fund as a result of applying or receiving these grants
funds. These funds will assist and supplement the Transit Enterprise fund in achieving its capital
projects for vehicle replacements.; Currently funding source are very limited to federal 5307
funding and its local match requirements usually through offsetting state grants. While there are
no defined match requirements for the SB1 program, grants applications which show a matching
source of funds tend to score higher in the evaluation process. Staff proposes to match grant
amounts similar to federal grant match amounts of 20% of the total cost of the project. Funds
would come out of the Transit Enterprise annual fund balance which has had modest year-end
balance the last four fiscal years.
ALTERNATIVES
1. Authorize the City Manager or their designee to annually apply for SB1 SGR funds on
behalf of the City of San Luis Obispo and request City Council authority for each year’s
grant application.
2. Deny grant application of these funds.
Attachments:
a - SB1 Resolution
b - Exhibit A SB1 -Certs Assurances
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R ______
RESOLUTION NO. _____ (2018 SERIES)
A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF SAN LUIS
OBISPO, CALIFORNIA, AUTHORIZING THE EXECUTION OF THE
CERTIFICATIONS AND ASSURANCES FOR THE CALIFORNIA STATE
OF GOOD REPAIR PROGRAM
WHEREAS, the City of San Luis Obispo (“City”) is an eligible project sponsor and may
receive State Transit Assistance funding from the State of Good Repair Account (SGR) now or
sometime in the future for transit projects; and
WHEREAS, the statutes related to state-funded transit projects require a local or regional
implementing agency to abide by various regulations; and
WHEREAS, Senate Bill 1 (2017) named the Department of Transportation (Department)
as the administrative agency for the SGR; and
WHEREAS, the Department has developed guidelines for the purpose of administering
and distributing SGR funds to eligible project sponsors (local agencies); and
WHEREAS, the City wishes to delegate authorization to execute these documents and any
amendments thereto to the City Manager.
NOW, THEREFORE, BE IT RESOLVED by the City Council of the City of San Luis
Obispo that the City is hereby approves the grant application for SB 1 funds and hereby agrees to
comply with all conditions and requirements set forth in the Certification and Assurances
document attached hereto as Exhibit “A” and all applicable statutes, regulations and guidelines
for all SGR funded transit projects.
NOW THEREFORE, BE IT FURTHER RESOLVED that the City Manager be
authorized to execute all required documents of the SGR program and any Amendments thereto
with the California Department of Transportation.
Upon motion of _______________________, seconded by _______________________,
and on the following roll call vote:
AYES:
NOES:
ABSENT:
The foregoing resolution was adopted this _____ day of _____________________ 2018.
____________________________________
Mayor Heidi Harmon
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Resolution No. _____ (2018 Series) Page 2
R ______
ATTEST:
____________________________________
Carrie Gallagher
City Clerk
APPROVED AS TO FORM:
_____________________________________
J. Christine Dietrick
City Attorney
IN WITNESS WHEREOF, I have hereunto set my hand and affixed the official seal of the City
of San Luis Obispo, California, this ______ day of ______________, _________.
____________________________________
Carrie Gallagher
City Clerk
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City of San Luis Obispo
Page 1
State Transit Assistance State of Good Repair Program
Recipient Certifications and Assurances
Recipient: City of San Luis Obispo
Effective Date: January 9th, 2018.
In order to receive State of Good Repair Program (SGR) funds from the California
Department of Transportation (Department), recipients must agree to following terms and
conditions:
A. General
(1) The recipient agrees to abide by the State of Good Repair Guidelines as may be
updated from time to time.
(2) The potential recipient must submit to the Department a State of Good Repair
Program Project List annually, listing all projects proposed to be funded by the SGR
program. The project list should include the estimated SGR share assigned to each
project along with the total estimated cost of each project..
(3) The recipient must submit a signed Authorized Agent form designating the
representative who can submit documents on behalf of the recipient and a copy of the
board resolution authorizing the agent.
B. Project Administration
(1) The recipient certifies that required environmental documentation will be completed
prior to expending SGR funds. The recipient assures that each project approved for
SGR funding comply with Public Resources Code § 21100 and § 21150.
(2) The recipient certifies that SGR funds will be used for transit purposes and SGR
funded projects will be completed and remain in operation for the estimated useful
lives of the assets or improvements.
(3) The recipient certifies that it has the legal, financial, and technical capacity to deliver
the projects, including the safety and security aspects of each project.
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(4) The recipient certifies that there is no pending litigation, dispute, or negative audit
findings related to any SGR project at the time an SGR project is submitted in the
annual list.
(5) Recipient agrees to notify the Department immediately if litigation is filed or disputes
arise after submission of the annual project list and to notify the Department of any
negative audit findings related to any project using SGR funds.
(6) The recipient must maintain satisfactory continuing control over the use of project
equipment and/or facilities and will adequately maintain project equipment and/or
facilities for the estimated useful life of each project.
(7) Any and all interest the recipient earns on SGR funds must be reported to the
Department and may only be used on approved SGR projects or returned to the
Department.
(8) The recipient must notify the Department of any proposed changes to an approved
project list by submitting an amended project list.
(9) Funds will be expended in a timely manner.
C. Reporting
(1) Per Public Utilities Code § 99312.1 (e) and (f), the recipient must submit the
following SGR reports:
a. Annual Expenditure Reports within six months of the close of the fiscal year
(by December 31st) of each year.
b. The annual audit required under the Transportation Development Act (TDA),
to verify receipt and appropriate expenditure of SGR funds. A copy of the
audit report must be submitted to the Department within six months of the
close of each fiscal year in which SGR funds have been received or
expended.
D. Cost Principles
(1) The recipient agrees to comply with Title 2 of the Code of Federal Regulations Part
200, Uniform Administrative Requirements for Grants and Cooperative Agreements
to State and Local Governments.
(2) The recipient agrees, and will assure that its contractors and subcontractors will be
obligated to agree, that (a) Contract Cost Principles and Procedures, 48 CFR, Federal
Acquisition Regulations System, Chapter 1, Part 31, et seq., shall be used to
determine the allowability of individual project cost items and (b) those parties shall
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comply with Federal administrative procedures in accordance with 2 CFR, Part 200,
Uniform Administrative Requirements for Grants and Cooperative Agreements to
State and Local Governments.
(3) Any project cost for which the recipient has received payment that are determined by
subsequent audit to be unallowable under 2 CFR, Part 200, are subject to repayment
by the recipient to the State of California (State). Should the recipient fail to
reimburse moneys due to the State within thirty (30) days of demand, or within such
other period as may be agreed in writing between the Parties hereto, the State is
authorized to intercept and withhold future payments due the recipient from the State
or any third-party source, including but not limited to, the State Treasurer and the
State Controller.
E. Record Retention
(1) The recipient agrees, and will assure that its contractors and subcontractors shall
establish and maintain an accounting system and records that properly accumulate
and segregate incurred project costs and matching funds by line item for the project.
The accounting system of the recipient, its contractors and all subcontractors shall
conform to Generally Accepted Accounting Principles (GAAP), enable the
determination of incurred costs at interim points of completion, and provide support
for reimbursement payment vouchers or invoices. All accounting records and other
supporting papers of the recipient, its contractors and subcontractors connected with
SGR funding shall be maintained for a minimum of three (3) years from the date of
final payment and shall be held open to inspection, copying, and audit by
representatives of the State and the California State Auditor. Copies thereof will be
furnished by the recipient, its contractors, and subcontractors upon receipt of any
request made by the State or its agents. In conducting an audit of the costs claimed,
the State will rely to the maximum extent possible on any prior audit of the recipient
pursuant to the provisions of federal and State law. In the absence of such an audit,
any acceptable audit work performed by the recipient’s external and internal auditors
may be relied upon and used by the State when planning and conducting additional
audits.
(2) For the purpose of determining compliance with Title 21, California Code of
Regulations, Section 2500 et seq., when applicable, and other matters connected with
the performance of the recipient’s contracts with third parties pursuant to
Government Code § 8546.7, the recipient, its contractors and subcontractors and the
Department shall each maintain and make available for inspection all books,
documents, papers, accounting records, and other evidence pertaining to the
performance of such contracts, including, but not limited to, the costs of
administering those various contracts. All of the above referenced parties shall make
such materials available at their respective offices at all reasonable times during the
entire project period and for three (3) years from the date of final payment. The
State, the California State Auditor, or any duly authorized representative of the State,
shall each have access to any books, records, and documents that are pertinent to a
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project for audits, examinations, excerpts, and transactions, and the recipient shall
furnish copies thereof if requested.
(3) The recipient, its contractors and subcontractors will permit access to all records of
employment, employment advertisements, employment application forms, and other
pertinent data and records by the State Fair Employment Practices and Housing
Commission, or any other agency of the State of California designated by the State,
for the purpose of any investigation to ascertain compliance with this document.
F. Special Situations
(1) Recipient acknowledges that if a project list is not submitted timely, the recipient
forfeits its apportionment for that fiscal year.
(2) Recipients with delinquent expenditure reports may risk future eligibility for future
SGR funding.
(3) Recipient acknowledges that the Department shall have the right to perform an audit
and/or request detailed project information of the recipient’s SGR funded projects at
the Department’s discretion from SGR award through 3 years after the completion
and final billing of any SGR funded project.. Recipient agrees to provide any
requested project information.
I certify all of these conditions will be met.
Agency: City of San Luis Obsipo
BY:
Derek Johnson, City Manager
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City of San Luis Obispo
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ATTACHMENT I
(INSERT Agency Board Resolution approving this document)
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Meeting Date: 1/16/2018
FROM: Derek Johnson, City Manager
Prepared By: Robert A. Hill, Natural Resources Manager
SUBJECT: PILOT PROGRAM FOR WINTER OPEN SPACE HOURS OF USE
(CONTINUED FROM OCTOBER 24, 2017)
RECOMMENDATION
1. Pursuant to prior Council direction, receive a staff presentation on a proposed two-year
pilot program to extend the hours of use of the Cerro San Luis Natural Reserve when
daylight savings time is not in effect; and
2. Approve a Resolution (Attachment A) to adopt a Mitigated Negative Declaration of
environmental impacts for the Project (Attachment B).
DISCUSSION
This item has been continued from the October 24, 2017 City Council hearing to allow for
revisions and additions to the Mitigated Negative Declaration based on written public comments
that were received in advance of that hearing and during public testimony at the hearing.
Background
The City of San Luis Obispo has acquired approximately 3,850 acres of open space lands that
feature a trail network totaling over 50 miles for passive recreation purposes. The City’s current
Open Space Regulations allow for passive recreational use of these properties from one hour
before sunrise until one hour after sunset, unless otherwise approved by the Parks and Recreation
Director.
On August 16, 2016, in response to public testimony regarding a request for reconsideration of
the City’s published hours of use for open space, “a majority of the City Council directed staff to
bring back on a future agenda a project plan for revising the ordinance limiting public acce ss of
the open space from dusk to dawn.” (Council Minutes, August 16, 2016, pgs. 1-2).
On February 21, 2017, a majority of the City Council voted (4-1) to receive and file the Project
Plan for evaluation of the Open Space hours of use regulations as a Consent Agenda item.
Numerous individuals and interested groups provided written public comments, as well as
testimony at the hearing. The City Council provided parameters including eliminating from
consideration any extended hours of use at the Bishop Peak Natural Reserve and to consider
winter hours up to a level commensurate with summer hours of use (Council Minutes, February
21, 2017, pgs. 5-6).
On March 21, 2017, the City Council received and filed the staff-prepared report, An Evaluation
of Hours of Use for City of San Luis Obispo Open Space, and conducted a study session to
receive public input and testimony regarding Open Space hours of use and regulations. At that
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meeting, a majority of Council members (4-1) directed staff to bring back an approach for
Council consideration that would allow for limited, site specific expanded hours of use,
including the possibility of a pilot program that would allow for additional data to be collected
and the ability to scale back down, if needed (On-Demand Meeting Videos, City Council
Meeting: March 21, 2017 part 3).
On October 24, 2017, the City Council received a staff presentation of the proposed pilot
program, together with substantial written public comments and public testimony at the hearing.
Some of these pieces of correspondence suggested the possibility of deficiencies with the
proposed Mitigated Negative Declaration, as is further discussed below under the Environmental
Review section.
Pilot Program at Cerro San Luis Natural Reserve During Winters of 2018-19 and 2019-20
In response to prior Council discussion and direction, staff proposes to implement a pilot
program at the 118-acre Cerro San Luis Natural Reserve (the “Reserve”) that would allow
extended evening hours of use for passive recreational purposes along approximately 4.9 miles
of trails during the winter months when daylight savings time is not in effect. The pilot program
will take place during the winter season of 2018-19 (Sunday, November 4 to Sunday, March 10)
and 2019-20 (Sunday November 3 to Sunday March 8). Hours open to public use will be
between one hour before sunrise until 8:30 PM.
No change to the City’s existing Open Space Regulations [Municipal Code 12.22, adopted by
Ordinance 1332 § 1 (1998)] is required to implement this limited-duration pilot program over the
course of two winter seasons:
12.22.050(B.): Presence in Open Space Lands Restricted to Certain Hours—No
Overnight Usage. Open space lands where public access is permitted shall be open to the
public from dawn to dusk. It shall be unlawful to enter or remain within such lands
between one hour after sunset and one hour before sunrise of the following day without
approval from the director (emphasis added).
The pilot program, therefore, would be implemented under the Parks and Recreation Director’s
existing authority to approve additional hours of use pursuant to 12.22.050(B). All other
provisions of the City of San Luis Obispo’s Open Space Regulations shall remain in effect.
Ranger Service personnel will provide oversight and additional patrol of the Reserve during
implementation of the pilot program. Ranger Service and Natural Resources Program staff will
deploy an EcoCounterTM device to track frequency of human use and hours of use at the Reserve,
and will also deploy a new permitting system in order to ensure that use during expanded hours
is commensurate with existing average daily baseline use of 65 individuals. Four wildlife game
cameras (Bushnell or similar model), cover boards, detection equipment, and field surveys will
be used to monitor and track nocturnal wildlife composition, activity, and behavior. The
cameras and cover boards will be checked weekly, and detection equipment will be used
monthly. during the pilot program and will be used to inform the presence of wildlife species
using the Reserve. At the conclusion of the pilot program, staff will prepare a summary report of
the pilot program for Council’s consideration, and at that time would seek further guidance based
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on the levels of use during the pilot program and evaluation of the data collected.
Pilot Program Site Selection
A variety of criteria were identified for selection of where an appropriate pilot program could be
located, concluding that Cerro San Luis Natural Reserve bests meets these criteria. Through the
course of public input and Council discussion, primary considerations have been related to
concerns about potential impacts to nocturnal wildlife and neighborhood compatibility along
with direction to select a site (or sites) that would be meaningful to members of the public that
are seeking expanded hours of use during the winter. Site selection, in summary, was based on:
1) avoiding open space properties where wildlife use is thought to be most prolific; 2) avoiding
neighborhoods; and, 3) open space properties that present reduced challenges for emergency
response access.
Wildlife Surveys at Cerro San Luis Natural Reserve
The Cerro San Luis Natural Reserve Conservation Plan (2005) includes a wildlife survey as an
appendix that was prepared by Tenera Environmental precedent to the preparation of the
conservation plan [Final Report on the Wildlife Resources of the Cerro San Luis Natural Reserve
(May 28, 2004)]. Given that this survey work is now over thirteen years old, a focu sed update
was recently completed by Terra Verde Environmental [Summary and Results of Wildlife
Surveys at Cerro San Luis Natural Reserve, City of San Luis Obispo, California (September 13,
2017)]. The Cerro San Luis Natural Reserve Conservation Plan and 2004 wildlife survey are
available on the City’s website. The Terra Verde Environmental survey is included as
Attachment C to this Council Agenda Report. In addition, the City’s Ranger Service has already
deployed four wildlife game cameras at various sites throughout the Reserve and recorded
numerous wildlife findings.
The combined findings of these surveys indicate that no threatened or endangered wildlife
species are known to occur within the Reserve. One special status wildlife species, San Diego
desert woodrat (Neotoma lepida intermedia) has been documented in the Reserve. Several
species of local concern that have been documented, including the western skink (Eumeces
skiltonianus), yellow-rumped warbler (Dendroica coronata), rufous-crowned sparrow
(Aimophila ruficeps), monarch butterfly (Danaus plexippus), raptors (in general), hoary bat
(Lasiurus cinereus), and mountain lion (Puma concolor). Other notable, recently documented
wildlife species included deer (Odocoileous spp.), fox (Vulpes spp.), coyote (Canis latrans),
skunk (Mephitis mephitis), bobcat (Lynx rufus), great horned owl (Bubo virginianus), and barn
owl (Tyto alba).
No direct habitat modification will occur through the proposed pilot program as visitors would
be using existing trails within the Reserve. It is unlikely that either direct or indirect impacts
would occur to the special status San Diego desert woodrat, as the documented nest locations are
located well away from existing trails in protected opuntia scrub habitat charact erized by prickly
pear cactus. Possible indirect impacts to other wildlife species of local concern include:
• Disruption of normal foraging for nocturnal and crepuscular species (i.e., those that
forage at or just after sundown);
• Increased energy usage as a result of disturbance;
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• Disruption of breeding or nesting behaviors;
• Increased risk for predation for species flushed by human activity; and
• Abandonment of habitat near recreational uses.
It is likely that some level of indirect impact will occur, however the extent and severity of those
potential impacts remain unknown. To address and analyze these potential impacts, an Initial
Study and Environmental Review has been prepared and is discussed below. As noted above,
staff will continue to monitor the wildlife in the pilot program area throughout the period during
which these hours of use are being “tested”.
Open Space Use Surveys at Cerro San Luis Natural Reserve
From the summer of 2014 until the spring of 2015, a team of undergraduate and graduate
students from California Polytechnic State University, San Luis Obispo “…worked under the
direction of Dr. William Riggs and Natural Resources Manager Robert Hill, to evaluate the
conditions, characteristics-of, and visitors-to SLO open spaces… a survey was conducted to
gather information about use, conditions and travel / access to local open spaces. This was
complimented by use data gathered from electronic counters placed at open space entrances …”
(Riggs et. al, 2015). Among the findings of the Open Space Survey, City of San Luis Obispo,
was that use of the Reserve averaged approximately 800 visitors per day during the period
between December of 2014 and March 2015, and average daily use during the proposed evening
hours from one hour after sunset until 8:30 PM is 65 individuals.
CONCURRENCES
The Parks and Recreation Director and Ranger Service Supervisor concur with the
recommendation provided herein. The Parks and Recreation Director seeks Council’s
affirmation of the exercise of her authority to authorize this pilot program due to its two-year
duration and the top priority community objective to protect and maintain the City’s Open Space.
ENVIRONMENTAL REVIEW
An Initial Study and Environmental Review has been prepared for the proposed pilot program
that concludes that significant impacts on the environment could occur, but these impacts will be
reduced to less than significant with mitigation measures incorporated. Potentially significant
impacts were identified in the area of Biological Resources.
Written public comments received in advance of the October 24, 2017 hearing included concerns
that it is problematic to conclude that potentially significant impacts in the area of Biological
Resources could be mitigated to less than significant levels when the “extent and severity of
those impacts is unknown.” To address this concern, a new mitigation measure, BIO-4, has been
introduced that will limit visits to the Reserve to existing average daily baseline levels of 65
individuals during the expanded hours of use under the pilot program (one hour after sunset until
8:30 PM) through the use of an online permitting system. With the inclusion of BIO-4, the pilot
program would not result in new impacts to biological resources beyond that which is already
occurring [see Fat v. County of Sacramento (2002) 97 Cal.App.4th 1270]. Therefore, potentially
significant impacts can be reduced to less than significant with mitigation measures . See
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Attachments A and B.
FISCAL IMPACT
The direct fiscal impacts associated with the proposed pilot program in terms of new
expenditures or capital outlay are minor and consist of purchasing the water “guzzlers” and
printing costs for the new educational materials described in mitigation measures BIO -2 and
BIO-3, respectively. However, it should be noted that existing Ranger Services staff resources
will be burdened by the additional oversight, patrol, and monitoring efforts described in
mitigation measure BIO-1, above. As a result, available Ranger sta ff hours for other purposes
will be limited.
ALTERNATIVES
1. The City Council could request additional information or make changes to the proposed
pilot program. Depending on the extent of changes that might be requested, it may be
necessary to recirculate the required 30-day Notice of Intent to Adopt a Mitigated
Negative Declaration.
2. The City Council could elect not to proceed with the proposed pilot program at this time.
Attachments:
a - Resolution
b - Notice of Intent and MND - Open Space Evening Use at Cerro San Luis Natural
Reserve
c - Final Cerro San Luis Natural Reserve Wildlife Memo 09-13-17
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R ______
RESOLUTION NO. ________ (2018 Series)
A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF SAN LUIS
OBISPO, CALIFORNIA, ADOPTING A MITIGATED NEGATIVE
DECLARATION FOR A PILOT PROGRAM FOR WINTER OPEN SPACE
HOURS OF USE
WHEREAS, the City of San Luis Obispo has adopted policies for protection,
management, and public use of open space lands and cultural resources acquired by the City; and
WHEREAS, the City of San Luis Obispo manages fourteen Open Space properties
totaling approximately 3,850 acres, as well Open Space or Conservation Easements totaling
approximately 3,400 acres; and
WHEREAS, members of the public provided testimony to the City Council requesting
expanded hours of use in City open space during the winter, and City staff have identified a pilot
program for winter open space hours of use at Cerro San Luis Natural Reserve following a
Council-directed process.
NOW, THEREFORE, BE IT RESOLVED by the City Council of the City of San Luis
Obispo as follows:
The City Council hereby adopts a Mitigated Negative Declaration of environmental impact for a
pilot program for winter open space hours of use at Cerro San Luis Natural Reserve based on the
following findings:
1. The pilot program is considered a Project under the California Environmental Quality Act
(CEQA) as defined in Public Resources Code §21065 because it represents an activity
which may cause either a direct physical change in the environment, or a reasonably
foreseeable indirect physical change in the environment, and because it is an activity
directly undertaken by a public agency.
2. An Initial Study and Environmental Review has been prepared for the pilot program that
concludes that significant impacts on the environment could occur, but these impacts will
be reduced to less than significant with mitigation measures incorporated. Potentially
significant impacts were identified in the area of Biological Resources. These potentially
significant impacts are reduced to less than significant with the following mitigation
measures, which are incorporated herein:
BIO-1 Wildlife Monitoring and Adaptive Management. City staff and biological
consultants shall conduct regular, weekly monitoring and evaluation of both human use
and wildlife use of the Reserve. This will be done by deploying an EcoCounterTM device
to track frequency of human use and hours of use at the Reserve, as well as four wildlife
game cameras (Bushnell or similar model) and a bat detector (Petterson D500x) to
monitor and track nocturnal wildlife composition, activity, and behavior. Regular
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Resolution No. _____ (2018 Series) Page 2
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evening patrols of the trails within the Reserve by Ranger Service staff will also provide
anecdotal observations.
BIO-2 Wildlife Water Sources. The Reserve features a developed spring proximate to
the historic Lemon Grove. This spring will be used to gravity feed water to two wildlife-
friendly “guzzlers,” or troughs, while still returning flow to the natural drainage path of
the spring. This will provide additional watering sources that will benefit wildlife by
decreasing the level of energy required to find water and decreasing competition among
different species for water.
BIO-3 Public Information and Education Materials. City staff shall develop additional
information and educational materials for the public that is specific to this pilot program.
These materials will re-iterate the City’s rules and regulations in effect, as well as
highlight the sensitivity of evening use and potential for wildlife interactions and impacts.
These informational materials will be available on the City’s website, on the main kiosk
at the entrance of the Reserve, and on pamphlets that can be handed out or placed in a
rack on the kiosk.
BIO-4 Evening Use Permitting System. City staff shall develop an internet-based
permitting system in order to ensure that evening use (from one hour after sunset until
8:30 PM) during the pilot program period is kept at or below existing average daily
baseline use of 65 individuals. Individuals will be required to have evidence that they
have the required permit in their possession. Individuals that are stopped by Ranger
personnel and do not possess a permit will be subject to citation under municipal code
section 12.22.050(B).
3. Other less than significant impacts were also identified in the areas of Aesthetics,
Biological Resources, Cultural Resources, Geology and Soils, Greenhouse Gas
Emissions, Land Use and Planning, Noise, Public Services, and Recreation.
Upon motion of _______________________, seconded by _______________________,
and on the following roll call vote:
AYES:
NOES:
ABSENT:
The foregoing resolution was adopted this _____ day of _____________________ 2018.
____________________________________
Mayor Heidi Harmon
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Resolution No. _____ (2018 Series) Page 3
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ATTEST:
____________________________________
Carrie Gallagher
City Clerk
APPROVED AS TO FORM:
_____________________________________
J. Christine Dietrick
City Attorney
IN WITNESS WHEREOF, I have hereunto set my hand and affixed the official seal of the City
of San Luis Obispo, California, this ______ day of ______________, _________.
____________________________________
Carrie Gallagher
City Clerk
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INITIAL STUDY
ENVIRONMENTAL CHECKLIST FORM
1. Project Title:
Pilot Program for Extended Open Space Hours of Use During Winter Months, Cerro San Luis
Natural Reserve
2. Lead Agency Name and Address:
City of San Luis Obispo
990 Palm Street
San Luis Obispo, CA 93401
3. Contact Person and Phone Number:
Robert Hill, Natural Resources Manager
805-781-7211
4. Project Location:
1000 Fernandez Road, San Luis Obispo, CA 93401
5. Project Sponsor’s Name and Address:
City of San Luis Obispo
990 Palm Street
San Luis Obispo, CA 93401
6. General Plan Designations:
Open Space
7. Zoning:
C/OS - 20
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CITY OF SAN LUIS OBISPO INITIAL STUDY ENVIRONMENTAL CHECKLIST 2
8. Description of the Project:
The City of San Luis Obispo has acquired approximately 3,850 acres of open space lands
comprised of fourteen major properties held in open space reserve, natural reserve, agricultural
reserve, or ecological reserve status. These properties, collectively, feature a trail network of
both single-use trails and multi-use trails totaling over 50 miles. The Natural Resources
Protection Program works in close collaboration with the Parks and Recreation Department’s
Ranger Service to form the “Open Space Team” in order to ensure the highest care, long-term
stewardship, and appropriate public use of the City’s Open Space network.
Following citizen testimony in 2016 and a City Council study session in 2017, the City of San
Luis Obispo now proposes to implement a pilot program at its 118-acre Cerro San Luis Natural
Reserve (the “Reserve”) that will allow extended evening hours of use for passive recreational
purposes along approximately 4.9 miles of trails during the winter months when daylight savings
time is not in effect. The pilot program will take place during the winter season of 2018-19
(Sunday, November 4 to Sunday, March 10) and 2019-20 (Sunday November 3 to Sunday March
8). Hours open to public use will be between one hour before sunrise until 8:30 PM.
No change to the City’s existing Open Space Regulations [Municipal Code 12.22, adopted by
Ordinance 1332 § 1 (1998)] is required to implement this limited-duration pilot program over the
course of two winter seasons:
12.22.050(B.): Presence in Open Space Lands Restricted to Certain Hours—No
Overnight Usage. Open space lands where public access is permitted shall be open to the
public from dawn to dusk. It shall be unlawful to enter or remain within such lands
between one hour after sunset and one hour before sunrise of the following day without
approval from the director (emphasis added).
The pilot program, therefore, would be implemented under the Parks and Recreation Director’s
existing authority to approve additional hours of use pursuant to 12.22.050(B). All other
provisions of the City of San Luis Obispo’s Open Space Regulations shall remain in effect.
Ranger Service personnel will provide oversight and additional patrol of the Reserve during
implementation of the pilot program. Ranger Service and Natural Resources Program staff will
deploy an EcoCounterTM device to track frequency of human use and hours of use at the Reserve,
and will also deploy a new permitting system in order to ensure that use during expanded hours is
commensurate with existing average daily baseline use of 65 individuals. Four wildlife game
cameras (Bushnell or similar model), cover boards, detection equipment, and field surveys will
be used to monitor and track nocturnal wildlife composition, activity, and behavior. At the
conclusion of the pilot program, it is reasonably foreseeable that the City Council may elect to
initiate a permanent ordinance revision.
9. Project Entitlements Required:
None.
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CITY OF SAN LUIS OBISPO INITIAL STUDY ENVIRONMENTAL CHECKLIST 3
10. Surrounding Land Uses and Settings:
Existing uses surrounding the Reserve are as follows:
West: Rural lands; County of San Luis Obispo jurisdiction
North: Rural lands (C/OS-20)
East: U.S. Highway 101; single-family residential neighborhood (R-1)
South: Rural land, (C/OS-20)
11. Have California Native American tribes traditionally and culturally affiliated with the
project area requested consultation pursuant to Public Resources Code Section 21080.3.1?
If so, has consultation begun?
The traditionally and culturally affiliated California Native American tribes associated with the
project area have not requested consultation in writing as of the date of issuance of this Initial
Study / Environmental Determination.
12. Other public agencies whose approval is required:
None.
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CITY OF SAN LUIS OBISPO INITIAL STUDY ENVIRONMENTAL CHECKLIST 4
ENVIRONMENTAL FACTORS POTENTIALLY AFFECTED:
The environmental factors checked below would be potentially affected by this project, involving at least
one impact that is a “Potentially Significant Impact” as indicated by the checklist on the following pages.
Aesthetics Greenhouse Gas Emissions Population / Housing
Agriculture Resources Hazards and Hazardous Materials Public Services
Air Quality Hydrology / Water Quality Recreation
X Biological Resources Land Use / Planning Transportation / Traffic
Cultural Resources Mineral Resources Tribal Cultural Resources
Geology / Soils Noise Utilities / Service Systems
Mandatory Findings of Significance
FISH AND WILDLIFE FEES
The Department of Fish and Wildlife has reviewed the CEQA document and written no effect
determination request and has determined that the project will not have a potential effect on fish, wildlife,
or habitat (see attached determination).
X
The project has potential to impact fish and wildlife resources and shall be subject to the payment of Fish
and Game fees pursuant to Section 711.4 of the California Fish and Game Code. This initial study has been
circulated to the California Department of Fish and Wildlife for review and comment.
STATE CLEARINGHOUSE
X
This environmental document must be submitted to the State Clearinghouse for review by one or more
State agencies (e.g. Cal Trans, California Department of Fish and Wildlife, Department of Housing and
Community Development). The public review period shall not be less than 30 days (CEQA Guidelines
15073(a)).
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CITY OF SAN LUIS OBISPO INITIAL STUDY ENVIRONMENTAL CHECKLIST 5
DETERMINATION (To be completed by the Lead Agency):
On the basis of this initial evaluation:
I find that the proposed project COULD NOT have a significant effect on the environment, and
a NEGATIVE DECLARATION will be prepared.
I find that although the proposed project could have a significant effect on the environment,
there will not be a significant effect in this case because revisions in the project have been
made, by or agreed to by the project proponent. A MITIGATED NEGATIVE
DECLARATION will be prepared.
X
I find that the proposed project MAY have a significant effect on the environment, and an
ENVIRONMENTAL IMPACT REPORT is required.
I find that the proposed project MAY have a “potentially significant” impact(s) or “potentially
significant unless mitigated” impact(s) on the environment, but at least one effect (1) has been
adequately analyzed in an earlier document pursuant to applicable legal standards, and (2) has
been addressed by mitigation measures based on the earlier analysis as described on attached
sheets. An ENVIRONMENTAL IMPACT REPORT is required, but it must analyze only the
effects that remain to be addressed
I find that although the proposed project could have a significant effect on the environment,
because all potentially significant effects (1) have been analyzed adequately in an earlier EIR
or NEGATIVE DECLARATION pursuant to applicable standards, and (2) have been avoided
or mitigated pursuant to that earlier EIR or NEGATIVE DECLARATION, including revisions
or mitigation measures that are imposed upon the proposed project, nothing further is required.
12/15/17
Signature Date
Robert A. Hill Natural Resources Manager
Printed Name Title
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CITY OF SAN LUIS OBISPO INITIAL STUDY ENVIRONMENTAL CHECKLIST 6
EVALUATION OF ENVIRONMENTAL IMPACTS:
1. A brief explanation is required for all answers except “No Impact” answers that are adequately supported by the
information sources a lead agency cites in the parentheses following each question. A “No Impact” answer is
adequately supported if the referenced information sources show that the impact simply does not apply to projects
like the one involved (e.g. the project falls outside a fault rupture zone). A “No Impact” answer should be explained
where it is based on project-specific factors as well as general standards (e.g. the project will not expose sensitive
receptors to pollutants, based on a project-specific screening analysis).
2. All answers must take account of the whole action involved, including off-site as well as on-site, cumulative as well
as project-level, indirect as well as direct, and construction as well as operational impacts.
3. Once the lead agency has determined that a particular physical impact may occur, then the checklist answers must
indicate whether the impact is potentially significant, less than significant with mitigation, or less than significant.
"Potentially Significant Impact' is appropriate if there is substantial evidence that an effect may be significant. If
there are one or more "Potentially Significant Impact" entries when the determination is made, an EIR is required.
4. “Negative Declaration: Less Than Significant with Mitigation Incorporated” applies where the incorporation of
mitigation measures has reduced an effect from "Potentially Significant Impact" to a "Less than Significant Impact."
The lead agency must describe the mitigation measures, and briefly explain how they reduce the effect to a less than
significant level (mitigation measures from Section 19, "Earlier Analysis," as described in (5) below, may be cross-
referenced).
5. Earlier analysis may be used where, pursuant to the tiering, program EIR, or other CEQA process, an effect has been
adequately analyzed in an earlier EIR or negative declaration (Section 15063 (c) (3) (D)). In this case, a brief
discussion should identify the following:
a) Earlier Analysis Used. Identify and state where they are available for review.
b) Impacts Adequately Addressed. Identify which effects from the above checklist were within the scope of and
adequately analyzed in an earlier document pursuant to applicable legal standards, and state whether such effe cts
were addressed by mitigation measures based on the earlier analysis.
c) Mitigation Measures. For effects that are “Less than Significant with Mitigation Measures Incorporated,” describe
the mitigation measures which were incorporated or refined from the earlier document and the extent to which they
addressed site-specific conditions for the project.
6. Lead agencies are encouraged to incorporate into the checklist references to information sources for potential
impacts (e.g. general plans, zoning ordinances). Reference to a previously prepared or outside document should,
where appropriate, include a reference to the page or pages where the statement is substantiated.
7. Supporting Information Sources: A source list should be attached, and other sources used or individuals contacted
should be cited in the discussion.
8. The explanation of each issue should identify:
a) the significance criteria or threshold, if any, used to evaluate each question; and
b) the mitigation measure identified, if any, to reduce the impact to less than significance
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Issues, Discussion and Supporting Information Sources
Sources Potentially
Significant
Issues
Less Than
Significant
with
Mitigation
Incorporated
Less Than
Significant
Impact
No
Impact
CITY OF SAN LUIS OBISPO INITIAL STUDY ENVIRONMENTAL CHECKLIST 7
1. AESTHETICS. Would the project:
a) Have a substantial adverse effect on a scenic vista? 2 --X--
b) Substantially damage scenic resources, including, but not
limited to, trees, rock outcroppings, open space, and historic
buildings within a local or state scenic highway?
2 --X--
c) Substantially degrade the existing visual character or quality of
the site and its surroundings? 2 --X--
d) Create a new source of substantial light or glare which would
adversely affect day or nighttime views in the area? 2 --X--
Evaluation
In the local area, Cerro San Luis serves as a substantial public scenic resource as the immediate backdrop for downtown San
Luis Obispo and many other areas of the City. Unobstructed public views of Cerro San Luis can be gained along U.S. Highway
101 North and South, from other City of San Luis Obispo open space properties such as Terrace Hill Open Space and Reservoir
Canyon Natural Reserve, as well as numerous neighborhoods to the north a nd east of the project site.
a) and d) Hikers and mountain bikers typically utilize headlamps or mounted lighting equipment during evening hours. These
lights can sometimes be seen from offsite locations under existing evening use of the Reserve. However, this visibility is distant,
intermittent, and short in duration (ranging from a few moments to a few minutes) and therefore does not result in substantial
adverse effects associated with light and glare.
b) There are no designated scenic highways near the project area. Therefore, there would be no impact to scenic resources
visible from a scenic highway.
c) There would be no physical changes to the landscape associated with the project, and therefore nothing that would
substantially degrade the existing visual character or quality of the site and its surroundings.
Conclusion: The project would have a less than significant impact on aesthetics.
2. AGRICULTURE RESOURCES. Would the project:
a) Convert Prime Farmland, Unique Farmland, or Farmland of
Statewide Importance (Farmland), as shown on the maps
pursuant to the Farmland Mapping and Monitoring Program of
the California Resources Agency, to non-agricultural use?
5 --X--
b) Conflict with existing zoning for agricultural use or a
Williamson Act contract? 5 --X--
c) Involve other changes in the existing environment which, due to
their location or nature, could result in conversion of Farmland
to non-agricultural use?
5 --X--
Evaluation
a) The project site is not designated as Prime or Unique Far mland or Farmland of Statewide Importance on the maps prepared
pursuant to the Farmland Mapping and Monitoring Program of the California Resources Agency. Therefore, the proposed
project would not result in conversion of these agricultural resources to non agricultural use.
b) The project site is not located on farmland, nor is it under a Williamson Act contract. The Project site is designated for
conservation/open space in the General Plan and is zoned C/OS-20 (Conservation/Open Space-20 acre minimum lot size). The
project site is surrounded by open and park space to the north and west, and an established single-family neighborhood buffered
by an open space easement is located to the east. Therefore, the proposed project would not conflict with existing zoning for
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Issues, Discussion and Supporting Information Sources
Sources Potentially
Significant
Issues
Less Than
Significant
with
Mitigation
Incorporated
Less Than
Significant
Impact
No
Impact
CITY OF SAN LUIS OBISPO INITIAL STUDY ENVIRONMENTAL CHECKLIST 8
agricultural use or a Williamson Act contract.
c) The proposed project will not contribute to conversion of farmland. No impacts to existing on site or off site agricultural
resources are anticipated.
Conclusion: No impact.
3. AIR QUALITY. Where available, the significance criteria established by the applicable air quality management or air
pollution control district may be relied upon to make the following determinations. Would the project:
a) Conflict with or obstruct implementation of the applicable air
quality plan? --X--
b) Violate any air quality standard or contribute substantially to an
existing or projected air quality violation? --X--
c) Result in a cumulatively considerable net increase of any
criteria pollutant for which the project region is non-attainment
under an applicable federal or state ambient air quality standard
(including releasing emissions which exceed quantitative
thresholds for ozone precursors)?
--X--
d) Expose sensitive receptors to substantial pollutant
concentrations? --X--
e) Create objectionable odors affecting a substantial number of
people? --X--
Evaluation
a), b), c), d), e) The project would not include any potential land uses which would have the potential to violate air quality plans
and standards, expose sensitive receptors to substantial pollutants, or produce objectionable odors in the area.
Conclusion: No impact.
4. BIOLOGICAL RESOURCES. Would the project:
a) Have a substantial adverse effect, either directly or through
habitat modifications, on any species identified as a candidate,
sensitive, or special status species in local or regional plans,
policies, or regulations, or by the California Department of Fish
and Game or U.S. Fish and Wildlife Service?
1, 6 --X--
b) Have a substantial adverse effect, on any riparian habitat or
other sensitive natural community identified in local or regional
plans, policies, or regulations, or by the California Department
of Fish and Game or U.S. Fish and Wildlife Service?
1, 6 --X--
c) Have a substantial adverse effect on federally protected
wetlands as defined in Section 404 of the Clean Water Act
(including, but not limited to, marsh, vernal pool, coastal, etc.)
through direct removal, filling, hydrological interruption, or
other means?
1 --X--
d) Interfere substantially with the movement of any native resident
or migratory fish or wildlife species or with established native
resident or migratory wildlife corridors, or impede the use of
native wildlife nursery sites?
1, 4, 6,
8, 9 --X--
e) Conflict with any local policies or ordinances protecting
biological resources, such as a tree preservation policy or
ordinance?
1, 2, 3,
6 --X--
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Issues, Discussion and Supporting Information Sources
Sources Potentially
Significant
Issues
Less Than
Significant
with
Mitigation
Incorporated
Less Than
Significant
Impact
No
Impact
CITY OF SAN LUIS OBISPO INITIAL STUDY ENVIRONMENTAL CHECKLIST 9
f) Conflict with the provisions of an adopted habitat Conservation
Plan, Natural Community Conservation Plan, or other approved
local, regional, or state habitat conservation plan?
1, 6 --X--
Evaluation
The Cerro San Luis Natural Reserve is a 118-acre site consisting of grassland, coastal scrub, coast live oak woodland, opuntia
scrub, and several areas or stands of introduced trees. “The topography of the property is generally moderate to steeply sloping
and elevations within the Reserve boundaries range from around 190 feet along Highway 101 to nearly 920 feet along the
western boundary. Currently, recreational activities constitute the predominant land use within the Reserve. Recreational users
access authorized trails within the Reserve from the trailhead off Fernandez Road…Common recreational activities within the
Reserve include hiking, jogging, and mountain biking. The Reserve was used historically as rangeland, thus cattle and horses are
periodically present.” (Cerro San Luis Natural Reserve Conservation Plan, 200 5). According to the San Luis Obispo Open
Space Survey (Riggs et. al, 2015), use of the Reserve averaged approximately 800 visitors per day during the period between
December of 2014 and March 2015, and average daily use between the hours of 6:00 PM and 9:00 PM was 65 individuals,
despite the City’s existing Open Space Regulations provision that Open Space is closed one hour after sunset. Therefore,
existing average daily baseline use during the proposed evening hours from one hour after sunset until 8:30 PM is 65 individuals.
a) No state or federal listed threatened or endangered species are known to occur within the Reserve. One special status
wildlife species, San Diego desert woodrat (Neotoma lepida intermedia) has been documented in the Reserve. Several
species of local concern that have been documented, including the western skink (Eumeces skiltonianus), yellow-
rumped warbler (Dendroica coronata), rufous-crowned sparrow (Aimophila ruficeps), monarch butterfly (Danaus
plexippus), raptors (in general), hoary bat (Lasiurus cinereus), and mountain lion (Puma concolor). No habitat
modification will occur through the proposed project as visitors would be using existing trails within the Reserve. It is
unlikely that either direct or indirect impacts would occur to the special status San Diego desert woodrat, as the
documented nest locations are located well away from existing trails in protected opuntia scrub habitat characterized by
prickly pear cactus. Possible indirect impacts to other species of local concern include:
• Disruption of normal foraging for nocturnal and crepuscular species (i.e., those that forage at or just af ter
sundown);
• Increased energy usage as a result of disturbance;
• Disruption of breeding or nesting behaviors;
• Increased risk for predation for species flushed by human activity; and
• Abandonment of habitat near recreational uses.
Mitigation measures, identified below, will reduce the potential for impacts to less than significant levels.
b) The Cerro San Luis Natural Reserve does not contain any significant riparian habitat. Other sensitive natural
communities described in the Cerro San Luis Natural Reserve Conservation Plan (20 05) include coastal scrub and coast
live oak woodland communities on the upper slopes of the Reserve, as well as three areas where seeps and springs exist.
The coastal scrub community is very dense and virtually impenetrable by humans. The coast live oak wood land exists
on very steep side slopes that are not conducive to human use off of the established trail. The seeps and springs are not
located near the trails within the Reserve, with the exception of the spring course proximate to the Lemon Grove where
an established crossing exists to avoid any potential impacts.
c) The proposed project does not include any “direct removal, filling, or hydrological interruption” of federally protected
wetlands.
d) The Cerro San Luis Natural Reserve was selected for the pilot program, in part, because it does not contain riparian
habitat for migratory fish (i.e. south-central California coast steelhead) and it does not have immediate connectivity to
other larger, core habitat areas such as the Los Padres National Forest locate d north of the City of San Luis Obispo.
The Reserve does have some habitat connectivity to other open space areas or private ranch properties . The effects of
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Issues, Discussion and Supporting Information Sources
Sources Potentially
Significant
Issues
Less Than
Significant
with
Mitigation
Incorporated
Less Than
Significant
Impact
No
Impact
CITY OF SAN LUIS OBISPO INITIAL STUDY ENVIRONMENTAL CHECKLIST 10
evening use of a passive recreational area such as the Reserve, compared to normal daytime use, are primarily
associated with general human presence and temporary light exposure. A 2012 study in Boulder, Colorado, which cited
several other studies, found that this “spotlighting” effect can have immediate short-effects on wildlife that disrupt
natural patterns of movement and foraging; however, this study concludes that the “severity and scope of impact to
individual animals or populations is uncertain.” Another study titled “Effects of Recreation on Animals Revealed as
Widespread through a Global Systematic Review” (Larson, Reed, Merenlender, Crooks, 2016) analyzed the findings
and trends of 274 other peer-reviewed articles and located a clear trend exists documenting negative effects of
recreation on mammals such as coyote, lion, bobcat, or lion, while concluding that overall long-term effects are still
relatively unknown. This article also found that spatial restrictions are a common management technique that lessens or
minimizes potential recreational use impacts.
The City of San Luis Obispo employs spatial restrictions, and the Cerro San Luis Natural Reserve Conservation Plan
(2005) identifies areas designated for habitat, management, restoration, and cultural / historic areas, per the
Conservation Guidelines for Open Space Lands of the City of San Luis Obispo (2002). The trail corridors within the
management designated areas of the Reserve total approximately 4.9 miles in length. The trails are typically two to
three feet wide. Assuming a thirty-foot buffer, the total trail corridor area within the Reserve is approximately 18 acres
within the total Reserve area of 118 acres, or 15%. Given that passive recreational trail use represents a small
proportion of the overall proj ect area, that there is nothing associated with the project that would physically block or
impede wildlife movement, that the increased seasonal hours of use are proportionally small compared to overall annual
use, and that evening use is existing at present, the proposed project does not represent a substantial change to the
environment effecting wildlife movement or corridors. Nesting, denning, or nursery sites within the trail alignments
were not observed during surveys; the proposed project would not directly impede the use of such sites. Indirect
impacts to nesting or denning activity could occur, however most of the wildlife species identified during surveys are
nesting or denning in the spring and summer, after the proposed seasonal extension of hours is over. The City’s existing
spatial restrictions, together with mitigation measures, identified below, will reduce the potential for impacts to less than
significant.
e) The City of San Luis Obispo’s General Plan Conservation and Open Space Element (“COSE”) expresses a clear
priority for protection of natural resource values, while allowing passive recreation when consistent with this primary
goal. COSE policies 7.3.1, 7.3.2, and 7.3.3 state that the City shall protect list ed species, species of local concern, and
wildlife corridors. As discussed under sub-section a), above, adverse effects to listed species or species of local
concern are not considered to be significant with incorporation of identified mitigation measures. COSE Figure 3
depicts wildlife corridors and potential wildlife corridors; however, the Cerro San Luis Natural Reserve is not identified
as containing either a wildlife corridor or potential wildlife corridor. COSE policy 8.5.1 describe provisions for public
access within City open space areas: “Public access to open space resources, with interpretive information, should be
provided when doing so is consistent with protection of the resources… The City shall also designate open space areas
that are not intended for human presence or activity.” The Reserve contains two separate kiosks with multiple panels
containing contemporary interpretive information about natural and biological resources, as well as rules and
regulations. The City has also designated an open space area that is not intended to for human use or activity,
consistent with this policy, at its Filipponi Ecological Reserve property. COSE policy 8.5.5 regarding passive
recreation states, “The City will consider allowing passive recreation where it will not degrade or significantly impact
open space resources… in accordance with an approved open space conservation plan. Passive recreation activities may
include: hiking, nature study, bicycle use, rock climbing, horseback riding or other passive recreational activities as
permitted and regulated in the Open Space Ordinance.” As discussed in the Project Description, the City’s Open Space
Ordinance allows for the Parks Director to approve hours of use. The Open Space Ordinance states that open space
lands have been acquired for specific purposes, “… such as protection of scenic character, wildlife habitat values,
passive recreation and agriculture.” The Open Space Ordinance also contains similar language to that found in COSE
policy 8.5.5: “…uses on open space land owned or managed by the City… May not include uses which would degrade
or significantly impact resources preservation…” In sum, existing City policies and ordinance pertinent to open space
indicate passive recreational uses are allowed, provided that they will not substantially or significantly impair natural
resources. The limited seasonal expansion of hours of use is proportionally small, and evening use is occurring under
existing circumstances, therefore the potential impact is less than significant. The proposed project is not in conflict
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Issues, Discussion and Supporting Information Sources
Sources Potentially
Significant
Issues
Less Than
Significant
with
Mitigation
Incorporated
Less Than
Significant
Impact
No
Impact
CITY OF SAN LUIS OBISPO INITIAL STUDY ENVIRONMENTAL CHECKLIST 11
with existing policies and ordinances protecting biological resources, with incorporation of the mitigation measures
identified, below.
f) The Cerro San Luis Natural Reserve Conservation Plan (2005), which was adopted and approved by City Council
resolution, contains several management goal statements in Chapter 3, which are:
3.1 To conserve, enhance and restore natural plant communities; to protect sensitive and endangered plant species and
their habitats; and maintain biodiversity of native plants and animals.
3.2 To provide the public with a safe and pleasing natural environment in which to pursue passive recreational
activities, while maintaining the integrity of the resource and minimizing the impact on the wildlife and habitats
represented.
3.3 To preserve and restore creeks, wetlands and ephemeral seeps or springs in a natural state, and provide suitable
habitat to all native aquatic and riparian species…
3.4 To conserve and protect native plant and animal species and enhance their habitats in order to maintain viable
wildlife populations within balanced ecosystems.
The limited seasonal expansion of hours of use is proportionally small, and evening use is occurring under existing
circumstances and use under the pilot program will be kept to existing average daily baseline levels of 65 individuals.
Therefore, the proposed project is not considered to be in conflict with the adopted local conservation plan for the
property with incorporation of the mitigation measures identified, below. No other regional or state habitat
conservation plans are applicable to this site.
Mitigation Measures:
BIO-1 Wildlife Monitoring and Adaptive Management. City staff and biological consultants shall conduct regular, weekly
monitoring and evaluation of both human use and wildlife use of the Reserve. This will be done by deploying an EcoCounterTM
device to track frequency of human use and hours of use at the Reserve, as well as four wildlife game cameras (Bushnell or
similar model), cover boards, detection equipment such as a bat detector (Petterson D500x), and field surveys to monitor and
track nocturnal wildlife composition, activity, and behavior. Regular evening patrols of the trails within the Reserve by Ranger
Service staff will also provide anecdotal observations.
BIO-2 Wildlife Water Sources. The Reserve features a developed spring proximate to the historic Lemon Grove. This spring
will be used to gravity feed water to two wildlife-friendly “guzzlers,” or troughs, while still returning flow to the natural drainage
path of the spring. This will provide additional watering sources that will benefit wildlife by decreasing the level of energy
required to find water and decreasing competition among different species for water .
BIO-3 Public Information and Education Materials. City staff shall develop additional information and educational materials for
the public that is specific to this pilot program. These materials will re -iterate the City’s rules and regulations in effect, as well
as highlight the sensitivity of evening use and potential for wildlife interactions and impacts. These informational materials will
be available on the City’s website, on the main kiosk at the entrance of the Reserve, and on pamphlets that can be handed out or
placed in a rack on the kiosk.
BIO-4 Evening Use Permitting System. City staff shall develop an online internet-based permitting system in order to ensure
that evening use (from one hour after sunset until 8:30 PM) during the pilot program period is kept at or below existing average
daily baseline use of 65 individuals. Individuals will be required to have evidence that they have the required permit in their
possession. Individuals that are stopped by Ranger personnel and do not possess a permit will be subject to citation under
municipal code section 12.22.050(B).
Conclusion: With implementation of the above listed Mitigation Measures, the project would have a less than significant impact
on Biological Resources.
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Issues, Discussion and Supporting Information Sources
Sources Potentially
Significant
Issues
Less Than
Significant
with
Mitigation
Incorporated
Less Than
Significant
Impact
No
Impact
CITY OF SAN LUIS OBISPO INITIAL STUDY ENVIRONMENTAL CHECKLIST 12
5. CULTURAL RESOURCES. Would the project:
a) Cause a substantial adverse change in the significance of a
historic resource as defined in §15064.5. --X--
b) Cause a substantial adverse change in the significance of an
archaeological resource pursuant to §15064.5) 1 --X--
c) Directly or indirectly destroy a unique paleontological resource
or site or unique geologic feature? --X--
d) Disturb any human remains, including those interred outside of
formal cemeteries? --X--
Evaluation
a, c-d) There are no historic structures, paleontological resources, unique geologic features, or known human remains or formal
cemeteries associated with the Reserve that would be effected by the proposed project.
b) The Cerro San Luis Natural Reserve Conservation Plan states that there are two archaeological sites located on the Reserve.
However, a limited expansion of evening hours until 8:30 PM with use limited to existing baseline levels of use would not
impact these resources in a manner different that under existing hours of use that would cause a substantial adverse change.
Conclusion: The project will have a less than significant impact on cultural resources.
6. GEOLOGY AND SOILS. Would the project:
a) Expose people or structures to potential substantial adverse
effects, including the risk of loss, injury or death involving:
--X--
I. Rupture of a known earthquake fault, as delineated on the
most recent Alquist-Priolo Earthquake Fault Zoning Map
issued by the State Geologist for the area or based on other
substantial evidence of a known fault? Refer to Division of
Mines and Geology Special Publication 42.
--X--
II. Strong seismic ground shaking? --X--
III. Seismic-related ground failure, including liquefaction? --X--
IV. Landslides? --X--
b) Result in substantial soil erosion or the loss of topsoil? 1 --X--
c) Be located on a geologic unit or soil that is unstable, or that
would become unstable as a result of the project, and
potentially result in on or off site landslide, lateral spreading,
subsidence, liquefaction or collapse?
--X--
d) Be located on expansive soil, as defined in Table 1802.3.2 of
the California Building Code (2013), creating substantial risks
to life or property?
--X--
e) Have soils incapable of adequately supporting the use of septic
tanks or alternative waste water disposal systems where sewers
are not available for the disposal of waste water?
--X--
Evaluation
a, c-e) The project does not propose any structural development or result in a situation where it would create a situation placing
people permanently on site exposed to earthquake activity.
b) The continuous use of dirt surface trails can result in some soil erosion or loss of top soil over time; however, the effect of
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Issues, Discussion and Supporting Information Sources
Sources Potentially
Significant
Issues
Less Than
Significant
with
Mitigation
Incorporated
Less Than
Significant
Impact
No
Impact
CITY OF SAN LUIS OBISPO INITIAL STUDY ENVIRONMENTAL CHECKLIST 13
the limited expansion of hours of use should be considered very minor . The proposed project will occur during the typical rainy
season for San Luis Obispo where trail use at any time of day could result in ruttin g, rilling, or track-out of dirt; however, City
Open Space is closed during rain events and thereafter until conditions allow for this reason.
Conclusion: The project will have a less than significant impact in relation to soil erosion and no impact on geological factors.
7. GREENHOUSE GAS EMISSIONS. Would the project:
a) Generate greenhouse gas emissions, either directly or indirectly,
that may have a significant impact on the environment? --X--
b) Conflict with an applicable plan, policy or regulation adopted
for the purpose of reducing the emissions of greenhouse gases? --X--
Evaluation
a,b) The State of California’s Assembly Bill 32, the California Global Warming Solution Act of 2006 and California Governor
Schwarzenegger Executive Order S-3-05 (June 1, 2005), both require reductions of greenhouse gases in the State of California.
City policies recognize that compact, infill development allow for more efficient use of existing infrastructure and Citywide
efforts to reduce greenhouse gas emissions. The City’s Climate Action Plan (CAP) also recognizes that energy efficient design
will result in significant energy savings, which result in emissions reductions. The proposed project, however, does not include
structural development subject to the efficiency measure typically applied in those cases.
SLOAPCD states that GHGs (CO2 and CH4) from all projects subject to CEQA must be quantified and mitigated to the extent
feasible. The California Office of Planning and Research has provided the following d irection for the assessment and mitigation
of GHG emissions:
• Lead agencies should make a good-faith effort, based on available information, to calculate, model, or estimate the
amount of CO2 and other GHG emissions from a project, including the emissions associated with vehicular traffic,
energy consumption, water usage and construction activities;
• The potential effects of a project may be individually limited but cumulatively considerable. Lead agencies should not
dismiss a proposed project’s direct and/or indirect climate change impacts without careful evaluation. All available
information and analysis should be provided for any project that may significantly contribute new GHG emissions,
either individually or cumulatively, directly or indirectly (e.g., t ransportation impacts); and,
• The lead agency must impose all mitigation measures that are necessary to reduce GHG emissions to a less than
significant level. CEQA does not require mitigation measures that are infeasible for specific legal, economic,
technological, or other reasons. A lead agency is not responsible for wholly eliminating all GHG emissions from a
project; the CEQA standard is to mitigate to a level that is “less than significant.”
The expanded passive recreational use of Reserve would not result in any direct emissions as only hiking, jogging, or biking are
allowed. The San Luis Obispo Open Space Survey (2015) indicated 65 individual visits represents average daily use after
allowable hours until 8:30 PM. Assuming that each of those visitors arrives at the Reserve in a vehicle as a single occupant, the
expected vehicle trips to the Reserve during this time are anticipated to be 65 per day, which is the existing baseline. The San
Luis Obispo Open Space Survey also found that 32% of open space users walk, bike, or use other means of accessing open space
other than driving a car. Therefore, indirect emissions from vehicle trips associated with travel to and from the Reserve are far
below the thresholds of significance.
Conclusion: Less than significant impact on greenhouse gas emissions.
8. HAZARDS AND HAZARDOUS MATERIALS. Would the project:
a) Create a significant hazard to the public or the environment
through the routine transport, use, or disposal of hazardous
materials?
--X--
b) Create a significant hazard to the public or the environment
through reasonably foreseeable upset and accident conditions --X--
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Issues, Discussion and Supporting Information Sources
Sources Potentially
Significant
Issues
Less Than
Significant
with
Mitigation
Incorporated
Less Than
Significant
Impact
No
Impact
CITY OF SAN LUIS OBISPO INITIAL STUDY ENVIRONMENTAL CHECKLIST 14
involving the release of hazardous materials into the
environment?
c) Emit hazardous emissions or handle hazardous or acutely
hazardous materials, substances, or waste within one-quarter
mile of an existing or proposed school?
--X--
d) Be located on a site which is included on a list of hazardous
materials sites compiled pursuant to Government Code Section
65962.5 and, as a result, would it create a significant hazard to
the public or the environment?
--X--
e) For a project located within an airport land use plan or, where
such a plan has not been adopted, within two miles of a public
airport or public use airport, would the project result in a safety
hazard for people residing or working in the project area?
--X--
f) For a project within the vicinity of a private airstrip, would the
project result in a safety hazard for people residing or working
in the project area?
--X--
g) Impair implementation of or physically interfere with an
adopted emergency response plan or emergency evacuation
plan?
--X--
h) Expose people or structures to a significant risk of loss, injury,
or death involving wildland fires, including where wildlands are
adjacent to urbanized areas or where residences are intermixed
with wildlands?
--X--
Evaluation
a-h) The proposed project would not have any effect on the various hazards and hazardous materials considered under this
section.
Conclusion: The project would have no impact in relation to hazardous materials.
9. HYDROLOGY AND WATER QUALITY. Would the project:
a) Violate any water quality standards or waste discharge
requirements? --X--
b) Substantially deplete groundwater supplies or interfere
substantially with groundwater recharge such that there would
be a net deficit in aquifer volume or a lowering of the local
groundwater table level (e.g. the production rate of pre-existing
nearby wells would drop to a level which would not support
existing land uses or planned uses for which permits have been
granted)?
--X--
c) Substantially alter the existing drainage pattern of the site or
area, including through the alteration of the course of a stream
or river, in a manner which would result in substantial erosion
or siltation on or off site?
--X--
d) Substantially alter the existing drainage pattern of the site or
area, including through the alteration of the course of a stream
or river, or substantially increase the rate or amount of surface
runoff in a manner which would result in flooding on or off
site?
--X--
e) Create or contribute runoff water which would exceed the --X--
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Issues, Discussion and Supporting Information Sources
Sources Potentially
Significant
Issues
Less Than
Significant
with
Mitigation
Incorporated
Less Than
Significant
Impact
No
Impact
CITY OF SAN LUIS OBISPO INITIAL STUDY ENVIRONMENTAL CHECKLIST 15
capacity of existing or planned storm water drainage systems or
provide substantial additional sources of polluted runoff?
f) Otherwise substantially degrade water quality? --X--
g) Place housing within a 100-year flood hazard area as mapped
on a federal Flood Hazard Boundary or Flood Insurance Rate
Map or other flood hazard delineation map?
--X--
h) Place within a 100-year flood hazard area structures which
would impede or redirect flood flows? --X--
i) Expose people or structures to significant risk of loss, injury or
death involving flooding, including flooding as a result of the
failure of a levee or dam?
--X--
j) Inundation by seiche, tsunami, or mudflow? --X--
Evaluation
a-j) The proposed project would not have any effect on the various hydrology or water quality aspects considered under this
section.
Conclusion: The project would have no impact in relation to hydrology or water quality.
10. LAND USE AND PLANNING. Would the project:
a) Physically divide an established community? --X--
b) Conflict with any applicable land use plan, policy, or
regulation of an agency with jurisdiction over the project
(including, but not limited to the general plan, specific plan,
local coastal program, or zoning ordinance) adopted for the
purpose of avoiding or mitigating an environmental effect?
1, 2, 3,
6 --X--
c) Conflict with any applicable habitat conservation plan or
natural community conservation plan?
1, 2, 3,
6 --X--
Evaluation
a) The proposed project will not physically divide an established community.
b, c) As discussed in subsection 4, Biological Resources, the proposed project would not substantially conflict with the
provisions of an adopted habitat conservation plan, natural community conservation plan, or other approved local, regional, or
state habitat conservation plan or natural community conservation plan.
Conclusion: Less than significant impact.
11. MINERAL RESOURCES. Would the project:
a) Result in the loss of availability of a known mineral resource
that would be of value to the region and the residents of the
state?
--X--
b) Result in the loss of availability of a locally-important mineral
resource recovery site delineated on a local general plan,
specific plan or other land use plan?
--X--
Evaluation
a,b) No known mineral resources are present at the project site. Implementation of the proposed project would not result in the
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Issues, Discussion and Supporting Information Sources
Sources Potentially
Significant
Issues
Less Than
Significant
with
Mitigation
Incorporated
Less Than
Significant
Impact
No
Impact
CITY OF SAN LUIS OBISPO INITIAL STUDY ENVIRONMENTAL CHECKLIST 16
loss of availability of a known mineral resource. The project site is not designated by the general plan, specific plan, or o ther
land use plans as a locally important mineral recovery site.
Conclusion: No impact.
12. NOISE. Would the project result in:
a) Exposure of persons to or generation of noise levels in excess
of standards established in the local general plan or noise
ordinance, or applicable standards of other agencies?
--X--
b) Exposure of persons to or generation of excessive groundborne
vibration or groundborne noise levels? --X--
c) A substantial permanent increase in ambient noise levels in the
project vicinity above levels existing without the project? --X--
d) A substantial temporary or periodic increase in ambient noise
levels in the project vicinity above levels existing without the
project?
10 --X--
e) For a project located within an airport land use plan, or where
such a plan has not been adopted, within two miles of a public
airport or public use airport, would the project expose people
residing or working in the project area to excessive noise
levels?
f) For a project within the vicinity of a private airstrip, would the
project expose people residing or working in the project area to
excessive noise levels?
--X--
--X--
Evaluation
a-c; e-f) The proposed project would not have any effect on noise as considered under these sub -sections.
d) The expanded hours of use under the proposed project could result in additional noise associated with vehicles within the
parking area for the Reserve, or audible voices along the trails. Amplified music is prohibited by the City’s Open Space
Regulations. Additional noise impacts, however would be less than significant because the expanded hours of use would be short
term and would still be within the hours (7:00 AM – 10:00 PM) and noise levels (60dB) for residential (due to transportation
sources) allowed by City’s Noise Element and Ordinance.
Conclusion: Less than significant impact
13. POPULATION AND HOUSING. Would the project:
a) Induce substantial population growth in an area, either directly
(for example, by proposing new homes and businesses) or
indirectly (for example, through extension of roads or other
infrastructure)?
--X--
b) Displace substantial numbers of existing housing, necessitating
the construction of replacement housing elsewhere?
c) Displace substantial numbers of people, necessitating the
construction of replacement housing elsewhere?
--X--
--X--
Evaluation
a-c) The proposed project would not have any effect on the various population and housing aspects considered under this
section.
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Issues, Discussion and Supporting Information Sources
Sources Potentially
Significant
Issues
Less Than
Significant
with
Mitigation
Incorporated
Less Than
Significant
Impact
No
Impact
CITY OF SAN LUIS OBISPO INITIAL STUDY ENVIRONMENTAL CHECKLIST 17
Conclusion: No impact.
14. PUBLIC SERVICES. Would the project result in substantial adverse physical impacts associated with the provision
of new or physically altered governmental facilities, the construction of which could cause significant environmental
impacts, in order to maintain acceptable service ratios, response times or other performance objectives for any of the
public services:
a) Fire protection? 11 --X--
b) Police protection? 11 --X--
c) Schools? --X--
d) Parks? --X--
e) Other public facilities? --X--
Evaluation
a,b) The proposed project site is served by the City of San Luis Obispo Fire Department and Police Department. It is possible
that expanded hours of use during the evening as proposed by the project could result in increased calls for service. Howeve r,
with only 1-2 calls per month for emergency services under existing circumstances, it is very unlikely that the proposed project
would result in the need to the construct new fire or police facilities; therefore this impact would be less than significant.
c-e) The proposed project would not have any effect on public services as considered under these sub-sections.
Conclusion: Less than significant impact.
15. RECREATION.
a) Would the project increase the use of existing neighborhood or
regional parks or other recreational facilities such that
substantial physical deterioration of the facility would occur or
be accelerated?
7 --X--
b) Does the project include recreational facilities or require the
construction or expansion of recreational facilities which might
have an adverse physical effect on the environment?
--X--
Evaluation
a) The proposed project would keep the use of the Reserve at existing levels of 65 daily visits per day after hours of
closure (see section 7, above) and would not result in substantial physical deterioration of the facility. Therefore, new
impacts to recreational facilities that would result from the proposed project are not significant.
b) The proposed project does not include construction of new facilitie s.
Conclusion: Less than significant impact.
16. TRANSPORTATION/TRAFFIC. Would the project:
a) Conflict with an applicable plan, ordinance or policy
establishing measures of effectiveness for the performance of
the circulation system, taking into account all modes of
transportation including mass transit and non-motorized travel
and relevant components of the circulation system, including
but not limited to intersections, streets, highways and freeways,
pedestrian and bicycle paths, and mass transit?
--X--
b) Conflict with an applicable congestion management program,
including, but not limited to level of service standards and
travel demand measures, or other standards established by the
--X--
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Issues, Discussion and Supporting Information Sources
Sources Potentially
Significant
Issues
Less Than
Significant
with
Mitigation
Incorporated
Less Than
Significant
Impact
No
Impact
CITY OF SAN LUIS OBISPO INITIAL STUDY ENVIRONMENTAL CHECKLIST 18
county congestion management agency for designated roads or
highways?
c) Result in a change in air traffic patterns, including either an
increase in traffic levels or a change in location that results in
substantial safety risks?
--X--
d) Substantially increase hazards due to a design feature (e.g.,
sharp curves or dangerous intersections) or incompatible uses
(e.g. farm equipment)?
--X--
e) Result in inadequate emergency access? --X--
f) Conflict with adopted policies, plans, or programs regarding
public transit, bicycle, or pedestrian facilities, or otherwise
decrease the performance or safety of such facilities?
--X--
Evaluation
a-f) The proposed project area is served by all modes of transportation and would not have any effect on the various
transportation/traffic aspects considered under this section.
Conclusion: No impact.
17. TRIBAL CULTURAL RESOURCES. Would the project cause a substantial adverse change in the significance of a
tribal cultural resource, defined in Public Resources Code Section 21074 as either a site, feature, place, cultural
landscape that is geographically defined in terms of the size and scope of the landscape, sacred place, or object with
cultural value to a California Native American tribe, and that is:
a) Listed or eligible for listing in the California Register of
Historical Resources, or in a local register as defined in Public
Resources Section 5020.1(k)?
--X--
b) A resource determined by the lead agency, in its discretion and
supported by substantial evidence, to be significant pursuant to
criteria set forth in subdivision (c) of Public Resources Code
Section 5024.1? In applying the criteria set forth in subdivision
(c) of Public Resources Code Section 5024.1, the lead agency
shall consider the significance of the resource to a California
Native American tribe.
--X--
Evaluation
a,b) The expanded hours of use proposed by the project would not have impact tribal cultural resources in a manner that is
different than under existing hours of use.
Conclusion: No impact.
18. UTILITIES AND SERVICE SYSTEMS. Would the project:
a) Exceed wastewater treatment requirements of the applicable
Regional Water Quality Control Board? --X--
b) Require or result in the construction or expansion of new water
or wastewater treatment facilities or expansion of existing
facilities, the construction of which could cause significant
environmental effects?
--X--
c) Require or result in the construction of new storm water
drainage facilities or expansion of existing facilities, the
construction of which could cause significant environmental
--X--
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Issues, Discussion and Supporting Information Sources
Sources Potentially
Significant
Issues
Less Than
Significant
with
Mitigation
Incorporated
Less Than
Significant
Impact
No
Impact
CITY OF SAN LUIS OBISPO INITIAL STUDY ENVIRONMENTAL CHECKLIST 19
effects?
d) Have sufficient water supplies available to serve the project
from existing entitlements and resources, or are new and
expanded entitlements needed?
--X--
e) Result in a determination by the wastewater treatment provider
which serves or may serve the project that it has adequate
capacity to serve the project’s projected demand in addition to
the provider’s existing commitments?
--X--
f) Be served by a landfill with sufficient permitted capacity to
accommodate the project’s solid waste disposal needs? --X--
g) Comply with federal, state, and local statutes and regulations
related to solid waste? --X--
Evaluation
a-g) The proposed project would not have any effect on the various utilities and service systems considered under this section.
Conclusion: No impact.
19. MANDATORY FINDINGS OF SIGNIFICANCE.
a) Does the project have the potential to degrade the quality of the
environment, substantially reduce the habitat of a fish or
wildlife species, cause a fish or wildlife population to drop
below self-sustaining levels, threaten to eliminate a plant or
animal community, reduce the number or restrict the range of a
rare or endangered plant or animal or eliminate important
examples of the major periods of California history or
prehistory?
1, 4, 6,
8, 9
--X--
The project has the potential to impact wildlife species, but these impacts are characterized as less than significant with
mitigation (see section 4) and due to the fact that access during evening hours (one hour after sunset until 8:30 PM) will be kept
to existing baseline levels. The project would have a remote potential to impact two archaeological sites, but otherwise would
have no impact on examples of California history or prehistory (see section 5).
b) Does the project have impacts that are individually limited, but
cumulatively considerable? ("Cumulatively considerable"
means that the incremental effects of a project are considerable
when viewed in connection with the effects of the past projects,
the effects of other current projects, and the effects of probable
future projects)?
--X--
The project will not have cumulative effects, as the Cerro San Luis Natural Reserve is the only City of Sa n Luis Obispo open
space property (out of 14) proposed for expanded winter hours of use.
c) Does the project have environmental effects which will cause
substantial adverse effects on human beings, either directly or
indirectly?
--X--
The project will not have substantial adverse effect on human beings. Less than significant impacts that could affect humans
were identified in the areas of aesthetics, noise, and public services.
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CITY OF SAN LUIS OBISPO INITIAL STUDY ENVIRONMENTAL CHECKLIST 2016 20
20. EARLIER ANALYSES.
Earlier analysis may be used where, pursuant to the tiering, program EIR, or other CEQA process, one or more effects have
been adequately analyzed in an earlier EIR or Negative Declaration. Section 15063 (c) (3) (D). In this case a discussion
should identify the following items:
a) Earlier analysis used. Identify earlier analyses and state where they are available for review.
n/a
b) Impacts adequately addressed. Identify which effects from the above checklist were within the scope of and adequately
analyzed in an earlier document pursuant to applicable legal standards, and state whether such effects were addressed by
mitigation measures based on the earlier analysis.
n/a
c) Mitigation measures. For effects that are "Less than Significant with Mitigation Incorporated," describe the mitigation
measures which were incorporated or refined from the earlier document and the extent to which they address si te-specific
conditions of the project.
n/a
21. SOURCE REFERENCES.
1. Cerro San Luis Natural Reserve Conservation Plan; City of San Luis Obispo (2005)
2. Conservation and Open Space Element; City of San Luis Obispo General Plan (200 6)
3. Open Space Regulations; City of San Luis Obispo Municipal Code Chapter 12.22 (1998)
4. Conservation Guidelines for Open Space Lands of the City of San Luis Obispo (1996)
5. California Department of Conservation, Farmland Mapping and Monitoring Program,
http://www.conservation.ca.gov/dlrp/fmmp/ (retrieved 08 September 2017)
6. Summary and Results of Wildlife Surveys at Cerro San Luis Natural Reserve, City of San Luis Obispo, California;
Terra Verde Environmental (2017)
7. San Luis Obispo Open Space Survey; Riggs et. al. (2015)
8. Nighttime Access Management White Paper Analysis; ERO Resources Corporation, prepared for the City of
Boulder, CO (2012)
9. Effects of Recreation on Animals Revealed as Widespread thro ugh a Global Systematic Review; Larson, Reed,
Merenlender, Crooks (2016)
10. Noise Element; City of San Luis Obispo General Plan (2006)
11. Safety Element, City of San Luis Obispo General Plan (2000; rev. 2014)
Attachments:
All of the above documents are included by reference and are on file at the City.
1. Location Map
2. Greenbelt Map
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REQUIRED MITIGATION AND MONITORING PROGRAM
BIO-1 Wildlife Monitoring and Adaptive Management. City staff and biological consultants shall conduct regular, weekly
monitoring and evaluation of both human use and wildlife use of the Reserve. This will be done by deploying an
EcoCounterTM device to track frequency of human use and hours of use at the Reserve, as well as four wildlife game cameras
(Bushnell or similar model), cover boards, detection equipment such as a bat detector (Petterson D500x), and field surveys to
monitor and track nocturnal wildlife composition, activity, and behavior. Regular evening patrols of the trails within the
Reserve by Ranger Service staff will also provide anecdotal observations.
BIO-2 Wildlife Water Sources. The Reserve features a developed spring proximate to the historic Lemon Grove. This spring
will be used to gravity feed water to two wildlife-friendly “guzzlers,” or troughs, while still returning flow to the natural
drainage path of the spring. This will provide additional watering sources that will benefit wildlife by decreasing the level of
energy required to find water and decreasing competition among different species for water.
BIO-3 Public Information and Education Materials. City staff shall develop addition al information and educational materials
for the public that is specific to this pilot program. These materials will re-iterate the City’s rules and regulations in effect, as
well as highlight the sensitivity of evening use and potential for wildlife interactions and impacts. These informational
materials will be available on the City’s website, on the main kiosk at the entrance of the Reserve, and on pamphlets that ca n
be handed out or placed in a rack on the kiosk.
BIO-4 Evening Use Permitting System. City staff shall develop an online internet-based permitting system in order to ensure
that evening use (from one hour after sunset until 8:30 PM) during the pilot program period is kept at or below existing
average daily baseline use of 65 individuals. Individuals will be required to have evidence that they have the required permit
in their possession. Individuals that are stopped by Ranger personnel and do not possess a permit will be subject to citation
under municipal code section 12.22.050(B).
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ATTACHMENT 1
Location Map
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ATTACHMENT 2
Greenbelt Map
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3765 South Higuera Street, Suite 102 San Luis Obispo, CA 93401
September 13, 2017
Mr. Bob Hill
Natural Resources Manager
City of San Luis Obispo
990 Palm Street
San Luis Obispo, CA 93401
RE: Summary and Results of Wildlife Surveys at Cerro San Luis Natural Reserve,
City of San Luis Obispo, California
The City of San Luis Obispo (City) is considering extending the hours of use for one or
more City open space properties. Of specific interest is Cerro San Luis Natural Reserve
(Reserve) based on location, surrounding land uses, proximity to traffic, and amount of
use currently occurring on the Reserve. Terra Verde Environmental Consulting, LLC
(Terra Verde) was retained to assist the City with gathering data that will help inform
the City’s decision-making process for extended use hours of the Reserve.
Prior to conducting the surveys, a review of aerial photography was conducted and a
site visit with City staff occurred on September 8, 2017. Past reports prepared for or by
the City regarding this property were also reviewed (City of San Luis Obispo Natural
Resources; Tenera Environmental 2004).
General Survey Methodology
Terra Verde biologists Brooke Langle and Rhett Blanton conducted the first survey on
September 9, 2017. The survey was conducted along the Lemon Grove Loop Trail with a
visual scan of surrounding areas. During this survey, four coverboards were installed in
two differing habitat types, acoustic monitoring for bats was set up, and spotlighting for
wildlife was conducted. Environmental conditions consisted of partially clear skies, 5-
mile per hour (mph) winds, and temperatures ranging between 60 and 70° Fahrenheit
(F). Methods for the acoustic bat monitoring are discussed below in further detail.
A second survey was conducted on September 12, 2017 by Ms. Langle accompanied by
staff associate Levi Heit. Coverboards were checked, additional acoustic data collection
occurred, and spotlighting for wildlife was conducted. Environmental conditions
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3765 South Higuera Street, Suite 102 San Luis Obispo, CA 93401
consisted of overcast/foggy skies, 8-15 mph winds, and temperatures ranging between
65 and 70° F.
During the surveys, all species observed directly and/or indirectly (e.g., tracks, scat, call,
remains, and acoustic observation) were documented.
Acoustic Bat Monitoring Methodology
A Pettersson D500x bat detector was employed for several hours after sunset during the
two survey periods. The detector was placed along the margins of a eucalyptus row on
the east side of the City’s project, near a recently installed water trough. Bats were
observed emerging from the eucalyptus as well as coming up from the residential
neighborhoods downslope. Following field acoustic monitoring, recorded full spectrum
data was analyzed using SonoBat US West (Szewczak). Each bat recording was identified
to species level when possible. Additional acoustic monitoring is planned for the upper,
rocky peak areas of the Reserve.
Wildlife Results
Environmental conditions and anthropogenic activity levels varied between the
September 9 and September 12, 2017 survey efforts. The first survey had mostly clear
skies, warmer weather, and very little human activity noted at the beginning of the
survey and no activity noted after dark. The second survey occurred with high fog cover,
higher wind conditions, cooler weather, and more human activity. On September 12,
the parking lot at the trailhead was full and people were observed heading up the
mountain at 6:30 p.m. After sunset and for approximately one-half hour after sunset,
several mountain bikers were observed coming down the mountain with headlamps
illuminated. One flashlight was observed coming down from the peak of Cerro San Luis
Obispo at approximately 10:00 p.m.
Coverboards
Two of the coverboards were placed in coastal sage scrub off the lower Lemon Grove
loop trail. Two additional coverboards were placed under the canopy of a coast live oak
tree and downslope from that board, in a mixed scrub habitat. It often takes a period of
time for coverboards to develop an advantageous microclimate and for species to
discover them. As such, the check of the newly installed coverboards did not result in
finding any species under them. Coverboards remained at the site following the surveys
for follow-up data collection.
Bats
The first night of acoustic monitoring resulted in up to three species of bat being
recorded. The highest confidence recording was of a Mexican free-tailed bat (Tadarida
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3765 South Higuera Street, Suite 102 San Luis Obispo, CA 93401
brasiliensis), with two poorer recordings indicating hoary bat (Lasiurus cinereus) and
silver-haired bat (Lasionycteris noctivagans). Approximately 10 bats were visually
observed flying over the recording station within the first hour after sunset. Some of
these bats appeared to be flying up the mountain from the surrounding neighborhood.
Mexican free-tailed bats are known to inhabit daytime roosts in the surrounding
neighborhoods, including residential structures (Langle, personal communication).
The second night was less ideal for capturing bat recordings due to windy and cooler
conditions. Only one bat was observed flying above the recording station and no bat
calls were captured by the detector.
Spotlighting
After bat recording was set up and observations occurred during the hour after sunset,
the biologists walked the trail system, stopping frequently to scan up the surrounding
area with high powered flashlights or spotlights. Any eyeshine detected was
investigated and binoculars were used to identify species. The survey occurred up to
three hours after sunset.
The following species were observed during the first spotlighting effort: great horned
owl (Bubo virginianus) roosting in eucalyptus grove above trail, barn owl (Tyto alba)
foraging from top of small cypress tree near trail, American kestrel (Falco sparverius),
deer mice (Peromyscus maniculatus), striped skunk (Mephitis mephitis), and two mule
deer (Odocoileus hemionus). The area around the eucalyptus tree line, the coast line oak
woodland higher up the mountain, and the seep appeared to be more active than the
more open grassland habitats.
The second spotlighting effort resulted in observing: great horned owl (on the edge of
the eucalyptus grove, a coyote (Canis latrans) near the spring, two mule deer, a
mountain lion (Puma concolor), and three raccoons (Procyon lotor).
Wildlife Species Discussion
There are numerous wildlife species that inhabit the Reserve and surrounding areas of
Cerro San Luis. There is a potential for special status species to occur, however, there
are limited records of sensitive species occurring within the Reserve. The report
prepared for the City in 2004 noted the following sensitive species:
• San Diego desert woodrat (federal and state species of special concern)
• Bats, unknown species (local concern)
• Ornate shrew (local concern)
• Raptors (local concern)
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3765 South Higuera Street, Suite 102 San Luis Obispo, CA 93401
• Yellow-rumped warbler (local concern)
• Rufous-crowned sparrow (local concern)
• Western skink (local concern)
• Monarch butterflies (local concern)
The recent survey effort added to this list with the following species observed:
• Bats (Mexican free-tailed, hoary – local concern)
• Mountain lion (local concern)
The results of the September 2017 surveys provide a small sample of wildlife utilizing
Cerro San Luis Natural Reserve. A true inventory of species would require a long-term
survey and monitoring effort occurring over multiple seasons and conditions to
thoroughly understand and document wildlife usage of the Reserve. The City has set up
remote sensing camera stations and they intend to monitor those over a period of time.
The results of species captured by these cameras will further inform the City about the
diversity of wildlife using the Reserve.
The Reserve is heavily used by the public including occasional unauthorized nighttime
use, as confirmed during the 2017 surveys. As such, baseline disturbance has been
occurring on the Reserve. Impacts to wildlife by authorizing extended hours on the
Reserve are largely unknown but may include:
• Disruption of normal foraging for nocturnal and crepuscular species (i.e., those
that forage at or just after sundown);
• Increased energy usage as a result of disturbance;
• Disruption of breeding or nesting behaviors;
• Increased risk for predation for species flushed by human activity; and
• Abandonment of habitat near recreational uses.
The amount of disturbance and impacts to wildlife species as a result of nighttime
activity will be variable depending on the level of use, the type of uses, and the season
of use. For example, hikers that may linger at certain locations will likely cause more
disturbance than a single mountain bike passing by quickly. The addition of dogs,
especially if not kept on leash, would increase the level of disturbance to wildlife using
the Reserve. Of particular concern for all species, uses during breeding, nesting, and
rearing seasons for wildlife on the Reserve may have the greatest level of impact.
Maternal roosts of bats are particularly sensitive to disturbance and parents may
abandon young/roosts during this season.
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Generally speaking, the time of year that most species are breeding, nesting, and
rearing is from February through early September. A range of seasons for some of the
species known to or expected to occur are listed below.
Mountain lion (Puma concolor)
Females may be in estrus at any time of the year, but in California, most births probably
occur in spring. Gestation period 82-97 days; litter size is 2-4 (range 1-6). Young become
independent during second year. Habitat includes caves and other natural cavities, and
thickets are used for denning.
Gray fox (Urocyon cinereoargenteus)
Breeding occurs February to March, with most births occurring in April, following a
gestation of approximately 63 days. Average litter size is 4 pups; range 2-7. Young are
weaned at 4 weeks and become independent at around 10 months. Habitat includes
dens in natural cavities, in rocky areas, snags, logs, brush, slash and debris piles,
abandoned burrows, and under buildings. Nest material is usually dry grass, leaves, or
shredded bark.
Townsend’s big eared bat (Corynorhinus townsendii)
Breeding occurs November to February; gestation lasts 56-100 days. Births occur in May
and June, peaking in late May. A single litter of one is produced annually. Young are
weaned in 6 weeks and fly in 2.5-3 weeks after birth. Maternity roosts are found in
caves, tunnels, mines, and buildings. Small clusters or groups (usually fewer than 100
individuals) of females and young form the maternity colony. Maternity roosts are in
relatively warm sites.
Pallid bat (Antrozous pallidus)
Breeding occurs October to February with fertilization delayed; gestation is 53-71 days.
Young are born from April-July, mostly from May-June. Litter size is 1-3. The altricial
young are weaned in 7 weeks, and are observed flying in July and August. Habitat
includes day roosts in caves, crevices, mines, and occasionally in hollow trees and
buildings. Roost must protect bats from high temperatures. Night roosts may be in more
open sites, such as porches and open buildings.
White-tailed kite (Elanus leucurus)
Breeding occurs February to October, with peak from May to August. Female only
incubates, for about 28 days. Average clutch 4-5 eggs, range 3-6. Young fledge in 35-40
days. Habitat includes a nest of loosely piled sticks and twigs and lined with grass, straw,
or rootlets. Nests are often placed near top of dense oak, willow, or other tree stand;
usually 6-20 m (20-100 ft) above ground. Nests are located near open foraging area.
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3765 South Higuera Street, Suite 102 San Luis Obispo, CA 93401
Mule deer (Odocoileus hemionus)
Breeding occurs January to April; gestation period is about 200 days. Does can give birth
to one, two, or three fawns, though triplets are rare. Fawns are born in late spring to
mid-summer. Fawns are weaned in the fall after about 60-75 days and continue to stay
with their mothers during the first year. Habitat includes foothills and mountain peaks.
Monarch butterfly (Danaus plexippus)
Breeds in spring. Young emerge 4 days after eggs are laid, with 2 weeks as a caterpillar,
and 10 days as a chrysalis. Habitat includes open fields and meadows with milkweed.
Overwintering habitat based on microclimate that provides wind protection.
Oak titmouse (Baeolophus inornatus)
Breeds March to July, with peak activity in April and May. Lays 3-9 eggs, usually 6-8, with
an incubation of 14-16 days. Altricial young tended by both parents in nest about 20
days, and for another 3-4 weeks after leaving the nest hole. Habitat includes nest of
grass, moss, mud, hair, feathers, and fur in woodpecker hole, natural cavity, or nest box.
Sometimes partially excavates own cavity. Nests up to 10 meters (32 feet) above
ground, but usually lower. Often breeds near water.
Red-tailed hawk (Buteo jamaicensis)
Breeds March to July, peaking in May and June. Clutch of 2-5 eggs, usually 2-3, laid in
March and April. Incubates 28-32 days. Semialtricial young fledge in 40-45 days. Habitat
is usually placement of nests in large trees near openings, in older, mature forests,
especially riparian deciduous habitats. Occasionally nests on cliffs or low ledges. Nests 9-
21 meters (30-70 feet) above ground in trees, higher on cliffs.
Red-shouldered hawk (Buteo lineatus)
Breeds February to July, with peak activity April and May. Clutch size 1-5 eggs, usually 3.
Young are independent in 17 to 19 weeks. Habitat includes nests in dense riparian
habitats. Builds a nest of sticks about half way up in a tall tree. Nest located next to main
tree trunk, or on old nests of squirrels, hawks, or crows; lined with strips of bark, dry
leaves, and sprigs of evergreens.
Western screech owl (Megascops kennicottii)
Breeds early February to June. Eggs mostly laid in April. Clutch size 1-8, usually 3-4.
Incubation 21-30 day, with nestlings fledging at 28-35 days. Obligate secondary cavity-
nester. Habitat includes uses such as abandoned woodpecker hole, or other cavity in
snag, hollow tree, log, stump; occasionally uses nest box. Nest usually 4.6 to 18 m (15-60
ft) above ground.
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3765 South Higuera Street, Suite 102 San Luis Obispo, CA 93401
Barn owl (Tyto alba)
Breeds January to November. Clutch size 3-11, usually 5-7. Incubation 21-24 days, with
young fledging at 52-70 days. Habitat is usually nesting on ledges, crevices, or other
sheltered areas of cliffs or human-made structures. Also nests in cavities in trees or
snags, burrows, culverts, or nest boxes.
Summary
The information provided is from a limited survey effort during one season of the year,
and as such, does not provide a robust analysis of wildlife usage of the Reserve. It is
likely that nighttime use will impact wildlife occurring on the Reserve, but the extent
and severity of that impact is unknown. Efforts to reduce use during the breeding,
nesting, and rearing periods of a year will lessen potential impacts to wildlife.
If you should have any questions or require further information, please contact Brooke
Langle at blangle@terraverdeweb.com.
Sincerely,
Brooke Langle
Principal Biologist
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Meeting Date: 1/16/2018
FROM: Xenia Bradford, Finance Director
Prepared By: Rico Pardo, Accounting Manager/Controller
SUBJECT: ACCEPTANCE OF THE COMPREHENSIVE ANNUAL FINANCIAL
REPORT, SINGLE AUDIT REPORT, AND ANNUAL AUDIT OF
TRANSPORTATION DEVELOPMENT ACT FUNDS FOR 2016-17
RECOMMENDATION
Accept the Comprehensive Annual Financial Report, Single Audit Report, and annual audit of the
Transportation Development Act Funds for Fiscal Year 2016-17.
DISCUSSION
The accompanying Comprehensive Annual Financial Report (CAFR) has been prepared as required
by the City’s Charter and applicable State laws requiring financial reporting. The CAFR provides a
final and audited representation of the City’s financial condition across all funds for the fiscal year
that ended June 30, 2017. The CAFR was also published on the City’s website by December 31,
2017, as required by City Charter, and hard copies were provided to the City Council in January
2018.
As required by City Charter, the financial statements have been audited by independent certified
public accountants Glenn Burdette. The objective of a financial audit is to provide users of the
financial reports with reasonable assurance from an independent source that the reports are reliable.
The auditor issued the financial statements with an unqualified opinion which means that they are
presented fairly and in conformity with generally accepted accounting principles (see pages 1-3 of
the CAFR).
The accompanying Single Audit Report, which is prepared by Glenn Burdette, provides information
about the City’s expenditures of federal awards for the period ending on June 30, 2017.
The Transportation Development Act annual audit was prepared by the same independent
certified public accounting firm and provides information on the City’s compliance with statutes,
rules and regulations of the Transportation Development Act (TDA), the California Code of
Relations, and instructions and resolutions of San Luis Obispo Council of Government for the
period ending on June 30, 2017. This report did not reflect any negative findings regarding the
City’s administration of the TDA monies.
During fiscal year 2014-15, the City adopted the following two Governmental Accounting
Standards Board (GASB) Statements related to pension activities:
• Statement No. 68, “Accounting and Financial Reporting or Pensions – an amendment of
GASB Statement No. 27,” and
• Statement No. 71, “Pension Transition for Contributions Made Subsequent to the
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Measurement Date – an amendment of GASB Statement No. 68.”
GASB Statement No. 68 establishes standards of accounting and financial reporting, but not
funding or budgetary standards, for the City’s defined benefit pension plans. This statement
replaces the requirements of prior GASB statements impacting accounting and disclosure of
pensions.
The significant impact to the City of implementing GASB Statement No. 68 is the reporting of the
City’s unfunded pension liability on the full accrual basis of accounting in the government-wide
financial statements. There are also note disclosure requirements and supplementary schedules
required by the Statement. The measurement date for the pension liabilities is a one-year lag and is
reflected as of June 30, 2016. Activity (i.e. pension contributions made by the City) occurring
during fiscal year 2016-17 are reported as deferred outflows of resources in accordance with
Statement No. 71.
A representative from Glenn Burdette will attend the January 16, 2018 Council meeting to present
the results of the audits and to respond to any questions the Council may have relating to these
audits.
Financial Results Highlighted in the CAFR
Within the CAFR, the Transmittal Memorandum and Management’s Discussion and Analysis
provide a comprehensive analysis of the City’s financial position as of June 30, 2017, as well as
summaries of significant City fiscal policies, practices and financial results. Key variances from
projected ending balances for 2016-17 are also highlighted in the Transmittal Memorandum.
Financial results for the year compare favorably with budget estimates in virtually all areas of the
City’s operations. For the General Fund, financial results for the year were better than final
estimates for revenues by $0.4 million, or 1%. Expenditures and other uses were $7.7 million, or
below final estimates, which includes Local Revenue Measure appropriated funds for Capital
Improvement Projects. The net result of the overall difference leads to the ending fund balance
of $26.5 million. Of this amount $2.72 million is unassigned and $3.17 million represents
prepaid funds for 2017-18 fiscal year, which represents $5.89 million available for
appropriations at Council’s discretion. Staff will return with a recommendation during the 2017-
2018 Mid Year to recommend the uses for these funds.
Changes in 2016-17 2016-17 Variance
General Fund Balance Estimated Actual Amount %
Fund balance, beginning of year 29,625,532 29,625,532
Revenues 67,030,197$ 67,434,696$ 404,499$ 1%
Expenditures 66,231,033 58,912,698 (7,318,335) -11%
Other sources (uses)(11,249,403) (11,651,376) (401,973)4%
Excess of revenues and sources
over (under) expenditures & uses (10,450,239) (3,129,378) 7,320,861
Fund balance, end of year 19,175,293$ 26,496,154$ 7,320,861$
Less:
Nonspendable (3,173,248)
Restricted/Committed (9,556,136)
Assigned (11,043,478)
Unassigned Fund Balance, end of year 2,723,292$
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The City’s top three key revenue sources, Sales Tax, Property Tax, and Transient Occupancy
Tax (TOT), substantially exceed the per capita average for the County. These revenue sources
also account for 50% of all funding sources in the General Fund.
In an effort to contain and control operating costs and long-term liabilities, the City implemented
2nd and 3rd tier retirement benefit programs and now 40% of the workforce is enrolled in these
and PEPRA tiers. See Note 7: Pension Plans and Other Post-Employment Benefits of the CAFR
for supplementary information. Since fiscal year 2013-14, the City Council has also approved
lump sum prepayments against the safety side fund retirement liability in order to begin making
reductions to the unfunded liability of retirement.
CAFR Organization
In accordance with generally accepted accounting principles for state and local governments, the
City’s CAFR is organized into three major sections: Introduction, Financial Reports and Statistical
Tables. The following is a brief summary of the contents of each of these sections.
Introduction. The Transmittal Memorandum and other information of general interest are
presented in this section, including: directory of officials, advisory bodies, and organization chart.
Financial Reports. This section includes the City’s primary financial statements in five major
parts:
1. Auditors’ opinion regarding the financial statements.
2. Management’s discussion and analysis providing a narrative overview of City-wide finances.
3. The basic financial statements presenting the government-wide results combining the activities
of the major funds (General, Capital Outlay and all Enterprise Funds) into governmental and
business-type categories; the fund financial statements; and the notes to the financial statements.
4. Required supplementary information presenting the General Fund actual results with both the
original and final adjusted budgets.
5. Other supplemental schedules and financial statements providing financial information for each
of the City’s non-major governmental and agency funds. This includes a financial schedule
presenting Half Percent Sales Tax Measure revenues and uses in 2016-17.
Statistical Tables. This section provides demographic and financial tables showing current and
historical trend information for the City and is organized into six major parts:
1. Statistical overview. General information about the San Luis Obispo community.
2. General financial trends. Ten-year summary information on net assets, governmental
revenues and expenditures and fund balances.
3. Revenue capacity. Ten-year summary information on property and sales tax trends.
4. Debt capacity. Ten-year summary information on debt service requirements.
5. Economic and demographic trends. Ten-year summaries of taxable sales, building permits
and valuations, housing, population and other demographic trends.
6. Operating information. Ten-year trend information on operating indicators by function.
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Recognition for Excellence in Financial Reporting
Beginning in fiscal year 1983-84, all of the City’s CAFRs have been awarded the certificate of
achievement for excellence in financial reporting from the Government Finance Officers
Association of the United States and Canada (GFOA). This is a prestigious national award
recognizing the City’s use of the highest standards in preparing our annual financial report. The
City received the award for its 2015-2016 CAFR and has submitted the award application for the
2016-2017 CAFR.
Additional Reporting
The Federal Single Audit Act requires agencies expending $500,000 or more of Federal assistance
funding to undergo organization-wide audits of their internal controls. Accordingly, the
accompanying Single Audit Report provides a Report on Internal Control Over Financial Reporting
and on Compliance and Other Matters. In the findings section of this report, the auditors noted
several deficiencies. In response to these findings listed below, staff has already taken the steps
necessary to address these issues in the future as has provided formal audit responses within the
report.
In the Recommendations of the Report, the auditors recommended the following:
• Evaluate and update a documented year-end process, including the reconciliation of balance
sheet accounts to identify and record year-end closing entries.
• Review and revise the bank reconciliation procedures to ensure month and year-end
reconciliations are properly performed and complete and unreconciled items are processed
in a timely manner to ensure cash balances are properly stated on the balance sheet.
• Evaluate and document the cash receipts process, communicate to staff the principles of
proper revenue recognition, and implement procedures to link the cash receipts process to
recording of revenue.
• Continue to maintain the capital asset software and review on a timely basis to address
any discrepancies between the software and the City’s general ledger in order to
accurately capture depreciation expense and capital activity in the current period.
FISCAL IMPACT
There is no fiscal impact associated with accepting and filing the Comprehensive Annual
Financial Report, Single Audit Report, and annual audit of the Transportation Development Act
Funds for fiscal year 2016-17.
ALTERNATIVES
The City Council could decide to revise or not accept the Comprehensive Annual Financial
Report, Single Audit Report, and annual audit of the Transportation Development Act Funds for
fiscal year 2016-17. This is not recommended as the reports have been prepared in conformance
with a variety of accounting and other reporting requirements and represent the professional
evaluation and analysis by the City’s independent auditors. They have rendered an unqualified
opinion which means that they are presented fairly and in conformity with generally accepted
accounting principles.
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Attachments:
a - City of SLO 6-30-17 Federal Awards Reports 6-30-17
b - City of SLO Final TDA Funds FS 6-30-17
c - Council Reading File - City of SLO 2017 CAFR
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City of San Luis Obispo, California
Federal Awards
Reports and Schedule
Year Ended June 30, 2017
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2
City of San Luis Obispo, California
Table of Contents
June 30, 2017
Page
Independent Auditors’ Report on Internal Control over Financial Reporting and on
Compliance and Other Matters Based on an Audit of Financial Statements
Performed in Accordance With Government Auditing Standards 3-4
Independent Auditors’ Report on Compliance for Each Major Program and on Internal
Control Over Compliance and on the Schedule of Expenditures of Federal Awards
Required by the Uniform Guidance 5-7
Schedule of Expenditures of Federal Awards 8
Notes to Schedule of Expenditures of Federal Awards 9
Findings and Recommendations Section
Schedule of Audit Findings and Questioned Costs and Status of Prior Audit Findings and
Questioned Costs 10-16
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G GLENN BURDETTE
CERTIFIED PUBLIC ACCOUNTANTS
Independent Auditors' Report on Internal Control Over Financial Reporting and
on Compliance and Other Matters Based on an Audit of Financial Statements
Performed in Accordance with Government Auditing Standards
The Honorable City Council of the
City of San Luis Obispo, California
San Luis Obispo, California
We have audited, in accordance with the auditing standards generally accepted in the United States of America and
the standards applicable to financial audits contained in Government Auditing Standards issued by the Comptroller
General of the United States, the financial statements of the governmental activities, the business-type activities, each
major fund, and the aggregate remaining fund i nformation of the City of San Luis Obispo, California (the City) as of and
for the year ended June 30, 2017, and the related notes to the financial statements, which collectively comprise the
City's basic financial statements, and have issued our report thereon dated December 20, 2017.
Internal Control over Financial Reporting
In planning and performing our audit of the financial statements, we considered the City's internal control over
financial reporting (internal control) to determine the audit procedures that are appropriate in the circumstances for
the purpose of expressing our opinions on the financial statements, but not for the purpose of expressing an opinion
on the effectiveness of the City's internal control. Accordingly, we do not express an opinion on the effectiveness of
the City's internal control.
Our consideration of internal control was for the limited purpose described in the first paragraph of this section and
was not designed to identify all deficiencies in internal control that might be material weaknesses or significant
deficiencies and therefore, material weaknesses or significant deficiencies may exist that have not been identified .
However, as described in the accompanying schedule of findings and questioned costs, we identified certain
deficiencies in internal control that we consider to be material weaknesses and significant deficiencies.
A deficiency in internal control exists when the design or operation of a control does not allow management or
employees, in the normal course of performing their assigned functions, to prevent, or detect and correct,
misstatements on a timely basis . A material weakness is a deficiency, or a combination of deficiencies, in internal
control such that there is a reasonable possibility that a material misstatement of the entity's financial statements will
GLENN BURDETTE.COM
3
SAN LUIS OBISPO
1150 Palm Street
San Luis Obispo, CA 93401
p 805 544 1441
f 805 5444351
PASO ROBLES
102 South Vine Street, Ste. A
Paso Robles, CA 93446
p 805 237 3995
f 805 239 9332
SANTA MARIA
2222 South Broadway, Ste. A
Santa Maria, CA 93454
p 805 922 4010
f 805 922 4286 Packet Pg 188
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4
The Honorable City Council of the
City of San Luis Obispo, California
San Luis Obispo, California
Page 2
not be prevented, or detected and corrected, on a timely basis. We consider the deficiencies described in the
accompanying schedule of findings and questioned costs to be material weaknesses: 2017.100, 2017.200, and
2017.300.
A significant deficiency is a deficiency, or a combination of deficiencies, in internal control that is less severe than a
material weakness, yet important enough to merit attention by those charged with governance. We consider the
deficiencies described in the accompanying schedule of findings and questioned costs to be significant deficiencies:
2017.400.
Compliance and Other Matters
As part of obtaining reasonable assurance about whether the City’s financial statements are free from material
misstatement, we performed tests of its compliance with certain provisions of laws, regulations, contracts, and grant
agreements, noncompliance with which could have a direct and material effect on the determination of financial
statement amounts. However, providing an opinion on compliance with those provisions was not an objective of our
audit, and accordingly, we do not express such an opinion. The results of our tests disclosed no instances of
noncompliance or other matters that are required to be reported under Government Auditing Standards.
City of San Luis Obispo’s Responses to Findings
The City’s responses to the findings identified in our audit are described in the accompanying schedule of audit
findings and questioned costs. The City’s responses were not subjected to the auditing procedures applied in the
audit of the financial statements and, accordingly, we express no opinion on them.
Purpose of this Report
The purpose of this report is solely to describe the scope of our testing of internal control and compliance and the results
of that testing, and not to provide an opinion on the effectiveness of the entity’s internal control or on compliance. This
report is an integral part of an audit performed in accordance with Government Auditing Standards in considering the
entity’s internal control and compliance. Accordingly, this communication is not suitable for any other purposes.
Glenn Burdette Attest Corporation
San Luis Obispo, California
December 20, 2017
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CERTIFIED PUBLIC ACCOUNTANTS G GLENN BURDETTE
Independent Auditors' Report on Compliance for Each Major Program
and on Internal Control Over Compliance and on the Schedule of Expenditures of Federal Awards
Required by the Uniform Guidance
The Honorable City Council of the
City of San Luis Obispo, California
San Luis Obispo, California
Report on Compliance for Each Major Federal Program
We have audited the City of San Luis Obispo, California 's (the City) compliance with the types of compliance
requirements described in the OMB Compliance Supplement that could have a direct and material effect on each of
the City's major federal programs for the year ended June 30 , 2017 . The City's major federal programs are identified
in the summary of auditors' results section of the accompanying schedule of findings and questioned costs.
Management's Responsibility
Management is responsible for compliance with federal statutes, regulations, and the terms and conditions of its
federal awards applicable to its federal programs.
Auditor's Responsibility
Our responsibility is to express an opinion on compliance for each of the City's major federal programs based on our
audit of the types of compliance requirements referred to above. We conducted our audit of compliance in
accordance with auditing standards generally accepted in the United States of America; the standards applicable to
financial audits contained in Government Auditing Standards, issued by the Comptroller General of the United States;
and the audit requirements of Title 2 U.S. Code of Federal Regulations Part 200, Uniform Administrative Requirements,
Cost Principles, and Audit Requirements for Federal Awards (Uniform Guidance). Those standards and the Uniform
Guidance require that we plan and perform the audit to obtain reasonable assurance about whether noncompliance
with the types of compliance requirements referred to above that could have a direct and material effect on a major
federal program occurred . An audit includes examining, on a test basis, evidence about the City's compliance with
those requirements and performing such other procedures as we considered necessary in the circumstances .
We believe that our audit provides a reasonable basis for our opinion on compliance for each major federal program .
However, our audit does not provide a legal determination of the City's compliance.
GLENN BURDETTE.COM
5
SAN LUIS OBISPO
1150 Palm Street
San Luis Obispo, CA 93401
p 805 544 1441
f 805 544 4351
PASO ROBLES
102 South Vine Street, Ste. A
Paso Robles, CA 93446
p 805 23? 3995
f 805 239 9332
SANTA MARIA
2222 South Broadwa~. Ste. A
Santa Maria, CA 93454
p 805 922 4010
f 805 922 4286 Packet Pg 190
10
6
The Honorable City Council of the
City of San Luis Obispo, California
San Luis Obispo, California
Page 2
Opinion on Each Major Federal Program
In our opinion, the City complied, in all material respects, with the types of compliance requirements referred to
above that could have a direct and material effect on each of its major federal programs for the year ended June 30,
2017.
Report on Internal Control over Compliance
Management of the City is responsible for establishing and maintaining effective internal control over compliance with
the types of compliance requirements referred to above. In planning and performing our audit of compliance, we
considered the City's internal control over compliance with the types of requirements that could have a direct and
material effect on each major federal program to determine the auditing procedures that are appropriate in the
circumstances for the purpose of expressing an opinion on compliance for each major federal program and to test and
report on internal control over compliance in accordance with the Uniform Guidance, but not for the purpose of
expressing an opinion on the effectiveness of internal control over compliance. Accordingly, we do not express an
opinion on the effectiveness of the City’s internal control over compliance.
A deficiency in internal control over compliance exists when the design or operation of a control over compliance does
not allow management or employees, in the normal course of performing their assigned functions, to prevent, or
detect and correct, noncompliance with a type of compliance requirement of a federal program on a timely basis. A
material weakness in internal control over compliance is a deficiency, or a combination of deficiencies, in internal
control over compliance, such that there is a reasonable possibility that material noncompliance with a type of
compliance requirement of a federal program will not be prevented, or detected and corrected, on a timely basis. A
significant deficiency in internal control over compliance is a deficiency, or a combination of deficiencies, in internal
control over compliance with a type of compliance requirement of a federal program that is less severe than a
material weakness in internal control over compliance, yet important enough to merit attention by those charged with
governance.
Our consideration of internal control over compliance was for the limited purpose described in the first paragraph of
this section and was not designed to identify all deficiencies in internal control over compliance that might be material
weaknesses or significant deficiencies. We did not identify any deficiencies in internal control over compliance that
we consider to be material weaknesses. However, material weaknesses may exist that have not been identified.
The purpose of this report on internal control over compliance is solely to describe the scope of our testing of internal
control over compliance and the results of that testing based on the requirements of the Uniform Guidance.
Accordingly, this report is not suitable for any other purpose.
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The Honorable City Council of the
City of San Luis Obispo, California
San Luis Obispo, California
Page 3
Report on Schedule of Expenditures of Federal Awards Required by the Uniform Guidance
We have audited the financial statements of the governmental activities, the business-type activities, each major fund,
and the aggregate remaining fund information of the City as of and for the year ended June 30, 2017, and the related
notes to the financial statements, which collectively comprise the City’s basic financial statements. We issued our
report thereon dated December 20, 2017, which contained unmodified opinions on those financial statements. Our
audit was conducted for the purpose of forming opinions on the financial statements that collectively comprise the
basic financial statements. The accompanying schedule of expenditures of federal awards is presented for purposes of
additional analysis as required by the Uniform Guidance and is not a required part of the basic financial statements.
Such information is the responsibility of management and was derived from and relates directly to the underlying
accounting and other records used to prepare the basic financial statements. The information has been subjected to
the auditing procedures applied in the audit of the financial statements and certain additional procedures, including
comparing and reconciling such information directly to the underlying accounting and other records used to prepare
the basic financial statements or to the basic financial statements themselves, and other additional procedures in
accordance with auditing standards generally accepted in the United States of America. In our opinion, the schedule
of expenditures of federal awards is fairly stated in all material respects in relation to the basic financial statements as
a whole.
Glenn Burdette Attest Corporation
San Luis Obispo, California
December 20, 2017
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City of San Luis Obispo, California
Schedule of Expenditures of Federal Awards
Year Ended June 30, 2017
Federal Expenditures
CFDA Federal to
Number Expenditures Subrecipients
US Department of Justice
Public Safety Partnership and Community Policing Grant 16.710 58,258$ $
Edward Byrne Memorial Justice Assistance Grant Program 16.738 14,031
Total US Department of Justice 72,289 -
US Department of Housing and Urban Development
Community Development Block Grants/Entitlement Grants 14.218 101,548
Total US Department of Housing and Urban Development 101,548 -
US Department of Transportation
Highway Planning and Construction
Marsh Street Bridge Rehab 20.205 43,195
Calle Joaquin Park & Ride 20.205 2,109
50 Higuera Widening 20.205 12,623
Total Highway Planning and Construction 57,927 -
Federal Transit Formula Grants (Urbanized Area Program)20.507 1,730,418
Total US Department of Transportation 1,788,345 -
Total Expenditures of Federal Awards 1,962,182$ -$
Program Title
Federal Grantor/
Pass-Through Grantor/
See independent auditors’ report.
See the accompanying notes to schedule.
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City of San Luis Obispo, California
Notes to Schedule of Expenditures of Federal Awards
Year Ended June 30, 2017
Note 1: Basis of Presentation
The purpose of the accompanying schedule of expenditures of federal awards (the schedule) is to present a summary
of those activities of the City of San Luis Obispo (the City) for the year ended June 30, 2017, which have been financed
by federal awards. For purposes of the schedule, federal awards include all federal grants received directly from the
federal government and sub-awards from nonfederal organizations made under federally sponsored agreements.
Because the schedule presents only a selected portion of the activities of the City, it is not intended to and does not
present either the financial position or changes in net position of the City.
The information in this Schedule is presented in accordance with the requirements of Title 2 U.S. Code of Federal
Regulations Part 200, Uniform Administrative Requirements, Cost Principles, and Audit Requirements for Federal
Awards (Uniform Guidance). Therefore, some amounts presented in this schedule may differ from amounts
presented in the basic financial statements.
Note 2: Expenditures
For new awards or modifications of existing awards after December 26, 2014, the expenditures reported in the
Schedule follow the cost principles contained in the Uniform Guidance. For existing awards prior to December 26,
2014, the expenditures follow the cost principles contained in OMB Circular A-87, Cost Principles for State, Local and
Indian Tribal Governments and Administrative Requirements for Grants and Cooperative Agreements to State and
Local Governments (OMB Common Rule). The cost principles indicate that certain types of expenditures are not
allowable and certain allowable costs are limited as to reimbursement.
Note 3: Indirect Cost Rate
The City has not elected to use the ten percent de minimis indirect cost rate as allowed under the Uniform Guidance,
but rather the rates established directly with the respective federal agencies.
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City of San Luis Obispo, California
Schedule of Audit Findings and Questioned Costs
and Status of Prior Year Findings and Questioned Costs
Year Ended June 30, 2017
Section I: Summary of Auditors’ Results
Financial Statements
(a) Type of auditors’ report issued on financial statements: Unmodified.
(b) Internal control over financial reporting:
• Material weakness(es) identified: Yes. See Findings 2017.100, 2017.200, and 2017.300
• Significant deficiencies identified not considered to be material weaknesses: Yes. See Finding 2017.400.
(c) Noncompliance material to financial statements noted: No.
Federal Awards
(d) Internal control over major programs:
• Material weakness(es) identified: No.
• Significant deficiencies identified not considered to be material weaknesses: None reported.
(e) Type of auditors’ report issued on compliance for major programs: Unmodified.
(f) Any audit findings disclosed that are required to be reported in accordance with 2 CFR Section 200.516(a): No.
(g) Dollar threshold used to distinguish between Type A and Type B programs: $750,000.
(h) Major Programs:
• Federal Transit Formula Grants (Urbanized Area Program) (CFDA Number 20.507)
(i) Auditee qualified as low-risk auditee: No.
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City of San Luis Obispo, California
Schedule of Audit Findings and Questioned Costs
and Status of Prior Year Findings and Questioned Costs
Year Ended June 30, 2017
Page 2
Section II: Findings Relating to the Financial Statements which are Required to be Reported in
Accordance with Government Auditing Standards
Finding 2017.100: Year‐End Close and Balance Sheet Account Reconciliations (Material Weakness)
Condition: During audit testwork, we noted that year‐end reconciliation and analysis procedures were not performed
on numerous balance sheet accounts at June 30, 2017. Therefore we identified numerous material year‐end closing
entries at the fund level that had not been recorded by the City or were recorded incorrectly, including: accruals for
receivables, prepaid expenses, deferred revenue, and liabilities from prior years that were not properly reversed and
recognized as expenses or revenues in the current year; investment accounts that were not properly marked to
market value, causing an overstatement of assets; and vendor liabilities that were not properly accrued for in the
current year, causing an understatement of liabilities and expenditures. In addition, we identified numerous instances
of current year transactions that were recorded in incorrect funds, which attributed to some of the aforementioned
stale accrual balances.
Criteria: The City should have policies and procedures in place to reconcile year‐end balance sheet accounts to ensure
they are properly stated in accordance with generally accepted accounting principles. Those policies and procedures
should require the City staff to perform reconciliation and analysis procedures to identify and record year‐end closing
entries.
Cause: Policies and procedures are not in place to ensure that balance sheet accounts are reconciled and year‐end
closing entries are identified and recorded.
Effect: Numerous year‐end balance sheet items were stated incorrectly. Material audit adjustments were posted to
the audited financial statements at the fund level to correct these issues.
Recommendation: We recommend that the City evaluate and update a documented year‐end closing process,
including the reconciliation of balance sheet accounts to identify and record year‐end closing entries so they are
properly stated in accordance with generally accepted accounting principles.
Views of Responsible Officials and Planned Corrective Actions: In fiscal year 2015‐16 the Government Finance Officers
Association (GFOA) performed an assessment of the City’s Finance and Information Technology department and
recommended reorganization separating the Finance and Information Technology functions into distinct departments
and reorganization of the Finance Department. In fiscal year 2016‐17, the City’s Finance Operations Manager retired,
and the City hired an Accounting Manager/Controller in mid‐October 2016 and reorganized the department based on
GFOA’s recommendations. Several months were allotted for in‐person training and the transition. The City at the time
did not maintain written procedures describing revenue and expenditure procedures. In addition, policies and
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City of San Luis Obispo, California
Schedule of Audit Findings and Questioned Costs
and Status of Prior Year Findings and Questioned Costs
Year Ended June 30, 2017
Page 3
procedures were partially documented for the year-end closing process. Through the process of year-end closing for
fiscal year 2016-17, documentation was created along the way to address proper postings to balance sheet accounts,
proper reconciliation of investment fair market value, posting of transactions correctly and consistently, and
communicating how the year-end process works with other members of the Finance staff. Accounting processes and
procedures will be fully documented to establish formal procedures for revenue and expenditure postings and
ongoing reconciliations as well as documenting the process of how reconciliations should be completed. The City also
had a vacancy in the Budget Manager position, which will formally provide secondary oversight and analysis of any
material variances between budget and actuals during the year-end close. Furthermore, the City is in the final stages
of vendor selection for an Enterprise Resource Planning System. The current financial system is limited in its capacity
requiring many shadow systems to supplement. Formal documentation of new processes in accordance with best
practices is being developed through the Enterprise Resource System implementation process.
Finding 2017.200: Cash Receipts and Revenue Recognition (Material Weakness)
Condition: During audit testwork, we identified multiples instances where revenue was double-counted due to the
correct recording of an accrual in the prior year, but the incorrect recording of related cash receipts as new revenue in
the current year. We identified another instance where current year-end revenue accruals had been recorded twice,
resulting in double-counted property tax revenue. We identified a third instance where a cash receipt was recorded in
an incorrect amount, causing sales tax revenue to be materially understated. We identified a fourth instance in which
cash receipts for sales tax were recorded as new revenue or against accounts receivable in an incorrect fund, leaving
the related prior year receivables outstanding in the correct fund or creating credit balances in receivable accounts.
Criteria: Under generally accepted accounting principles, revenue should be recognized in the proper period and with
the correct amounts. In addition, the City should have procedures in place to ensure that cash receipts are
consistently processed and reconciled in a manner that facilitates this recognition.
Cause: Procedures are not in place to ensure that cash receipts are consistently processed and reconciled in the
proper period.
Effect: Revenue was overstated in some instances and understated in others. Material audit adjustments were posted
to the audited financial statements at the fund level to correct these issues.
Recommendation: We recommend that the City evaluate and document the cash receipts process, communicate to
staff the principles of proper revenue recognition under governmental accounting, and implement procedures to link
the cash receipts process to the process for recording revenue.
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City of San Luis Obispo, California
Schedule of Audit Findings and Questioned Costs
and Status of Prior Year Findings and Questioned Costs
Year Ended June 30, 2017
Page 4
Views of Responsible Officials and Planned Corrective Actions: Based on the GFOA’s recommendation, the revenue
division was created in fiscal year 2016-17. Due to a lack of written procedures for revenue recognition including cash
reconciliation, new management staff worked through shadow systems to recreate the revenue management
procedures. Further formal controls and written procedures will be established between the revenue division and the
accounting division to ensure accuracy of records and reconciliation.
Finding 2017.300: Cash Reconciliations (Material Weakness)
Condition: Although the City performs regular monthly reconciliations of individual transactions between the general
ledger and the monthly bank statements, outstanding checks and deposits in transit were not known at June 30, 2017,
and bank account balances could not readily be reconciled to the general ledger cash balances at June 30, 2017. As a
result, additional analysis of the reconciliation was required which resulted in material adjustments to cash as of
June 30, 2017.
Criteria: To properly state cash balances at month and year-end in accordance with generally accepted accounting
principles, monthly and year-end bank reconciliations at specific cut-off dates should be performed and completed,
and remaining unreconciled items should be processed in a timely manner.
Cause: Although regular and frequent reconciliations of cash activity were being performed, the reconciliation
procedures at the year-end cut-off date of June 30, 2017 were not timely in comparing the general ledger cash
balances to the bank account balances.
Effect: If bank reconciliations are not properly performed at month and year-end cutoff dates, internal balance sheets
and other financial reports may not be reliable. Also, the chance of accounting errors at month and year-end cut-off
dates being caught is less likely if the reconciliations are not completed consistently and on a timely basis.
Repeat Finding: 2016.200.
Recommendation: We recommend bank reconciliation procedures be reviewed and revised to ensure month and
year-end reconciliations to the general ledger are properly performed and complete, outstanding reconciling items
and ending balances are known, and unreconciled items are processed in a timely manner to ensure cash balances at
month and year-end dates are properly stated on the balance sheet.
Views of Responsible Officials and Planned Corrective Actions: The City has taken action in response to the previous
fiscal year material weakness finding and staff have performed comprehensive reviews and created improved bank
reconciliation processes in terms of presentation, identification of recording items, and support. Although
unreconciled items were identified as of June 30, 2017, there was delay in corrective action during the audit. Upon
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City of San Luis Obispo, California
Schedule of Audit Findings and Questioned Costs
and Status of Prior Year Findings and Questioned Costs
Year Ended June 30, 2017
Page 5
completion of the fiscal year 2016‐17 audit, staff will address the reconciling items on an ongoing timely basis and will
ensure that corrective action has been taken for all reconciling items prior to the beginning of next fiscal year end
audit. Further improvements to bank reconciliation processes will take place once the Enterprise Resource Planning
System is implemented which will enable the City to take advantage modern technologies and automated bank
reconciliation services offered by the bank.
Finding 2017.400: Capital Assets (Significant Deficiency)
Condition: The City has established basic procedures to ensure that capital asset additions are properly capitalized,
capital asset disposals are properly recorded, and current year depreciation expense for capital assets are recorded at
the fund‐financial statement level for proprietary funds. However, testwork in the current year discovered that the
capital asset module system maintained by the City does not agree to general ledger balances for various funds. The
largest differences were found in accumulated depreciation for the Sewer Fund, and by working with City staff, it was
determined that the fixed asset module was not properly calculating depreciation expense (and accumulated
depreciation) for several large assets. While the variances between the City’s fixed asset module and general ledger
were not material, the variances have not been reconciled by the City to determine if adjustments need to be made in
the general ledger. Further, it was noted that the City’s fixed asset module is not properly rolling forward beginning
balances as of July 1, 2017, causing reports to be unreliable for reconciliation purposes.
Criteria: Generally accepted accounting principles for state and local governments require governments to report
capital assets, related accumulated depreciation and depreciation expense at the fund‐financial level for proprietary
funds and at the government‐wide financial statement level for governmental funds.
Cause: Procedures are not in place to reconcile the general ledger capital asset balances to the City’s fixed asset
module.
Effect: While the differences in the current year were not material to the City, these variances may become material
in future years if reconciliations between the two systems are not performed and differences resolved in a timely
manner.
Repeat Finding: 2016.100.
Recommendation: We recommend that the capital asset software continue to be maintained and reviewed by
management on a timely basis and any discrepancies between the software and the City’s general ledger are
reconciled in order to accurately capture depreciation expense and capital activity in the current period. These
reconciliations may need to be performed using manual schedules in order to properly capture and track the
differences between the two systems.
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City of San Luis Obispo, California
Schedule of Audit Findings and Questioned Costs
and Status of Prior Year Findings and Questioned Costs
Year Ended June 30, 2017
Page 6
Views of Responsible Officials and Planned Corrective Actions: Fiscal year 2015-16 was the year that fixed assets were
rolled over from Fox Pro into Finance Plus, the City’s financial system. Fiscal year 2016-17 was the first year of post
implementation of the Capital Asset module in Finance Plus where the automated journal entry process and related
reporting went live and were tested. Upon processing the automated journal entry and reviewing the reports in fiscal
year 2016-17, it was discovered that there were some issues with the reporting process in that prior year ending
balances did not appropriately roll forward as current year beginning balances in the Historical Deprecation Report.
The issue was raised with Finance Plus’ support team, Superion, during the audit. However, being that the City is
running an older version of Finance Plus that is supported by a legacy team of two-part time staff at Superion, the
reporting issue could not be fully addressed during the audit.
With regard to the calculation of depreciation expense, it appears that the roll forward of assets from the Fox Pro
module into Finance Plus in prior year did not occur correctly. The fixed asset migration should be reviewed to ensure
that the following were transferred properly: 1) estimated useful life and 2) date acquired. Management will maintain
an external spreadsheet of the assets listed in Finance Plus to include a manual calculation of depreciation and
accumulated depreciation for the City’s fixed assets and compare this with what is in Finance Plus to verify that
migration occurred correctly and resolve any discrepancies until the City implements the Enterprise Resource System
to fully implement a capital assets module.
Section III: Findings and Questioned Costs for Federal Awards
None noted.
Section IV: Status of Prior Year Findings and Questioned Costs – 2015/16
Finding 2016.100: Capital Assets (Material Weakness)
Condition: During a fixed asset software conversion in 2016, the City’s new fixed asset software identified differences
between the City’s general ledger and the historical fixed asset numbers imported from the old software. Due to this
previously unknown issue, the fiscal year 2015 financial statements did not properly reflect the value of the City’s fixed
assets. During the fiscal year 2016 audit, a prior year restatement was recorded to amend the differences.
Recommendation: We recommended that the capital asset software continue to be maintained and reviewed by
management on a timely basis, and any discrepancies between the software and the City's general ledger be
reconciled in a timely manner in order to accurately capture depreciation expense and capital activity in the current
period.
Current Status: See current year finding 2017.400.
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City of San Luis Obispo, California
Schedule of Audit Findings and Questioned Costs
and Status of Prior Year Findings and Questioned Costs
Year Ended June 30, 2017
Page 7
Finding 2016.200: Cash Reconciliations (Material Weakness)
Condition: Although the City performs regular monthly cash account reconciliations, during our testing of cash we
noted each month had an unreconciled balance comprised of items that cleared the bank but that staff were unable
to identify and so left unrecorded. In addition, several voided checks were included on the bank reconciliation at
June 30, 2016 although the original check had not been issued.
Recommendation: We recommended that bank reconciliation procedures be reviewed and revised to ensure monthly
reconciliations are complete and unreconciled items are processed in a timely manner, and to prevent voided checks
from being applied to bank reconciliations before the initial check issuance date.
Current Status: Partially implemented. See current year finding 2017.300.
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City of San Luis Obispo
Transportation
Development Act Funds
Report and Financial Statements Year End
June 30, 2017 and 2016
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City of San Luis Obispo, California
Transportation Development Act Funds
Report and Financial Statements
Years Ended June 30, 2017 and 2016
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City of San Luis Obispo, California
Transportation Development Act Funds
Report and Financial Statements
Year Ended June 30, 2017 and 2016
Table of Contents
Page
Transit Fund
Independent Auditors’ Report 5-6
Statements of Fund Net Position – June 30, 2017 and 2016 7
Statements of Revenues, Expenses and Changes in Fund Net Position –
Years Ended June 30, 2017 and 2016 8
Statements of Cash Flows – Years Ended June 30, 2017 and 2016 9-10
Notes to Financial Statements 11-18
Transportation Development Act (TDA) Fund
Independent Auditors’ Report on Transportation Development Act Compliance
and State Bond Compliance 21-22
Independent Auditors’ Report 23-24
Balance Sheets – June 30, 2017 and 2016 25
Statements of Revenues, Other Uses and Changes in Fund Balance –
Years Ended June 30, 2017 and 2016 26
Notes to Financial Statements 27-29
Independent Auditors’ Report on Transportation Development Act Compliance 30-31
TDA Fund Supplementary Information
Schedule of Revenues and Other Uses – Budget and Actual –
Years Ended June 30, 2017 and 2016 32
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City of San Luis Obispo, California
Transit Fund
Years Ended June 30, 2017 and 2016
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G GLENN BURDETTE
CERTIFIED PUBLIC ACCOUNTANTS
Independent Auditors' Report
The Honorable City Council of the City of San Luis Obispo, California
and San Luis Obispo Council of Governments
San Luis Obispo, California
Report on the Financial Statements
We have audited the accompanying financial statements of the Transit Fund of the City of San Luis Obispo, California,
as of June 30, 2017 and 2016, and the related notes to the financial statements, as listed in the table of contents .
Management's Responsibility for the Financial Statements
Management is responsible for the preparation and fair presentation of the these financial statements in accordance
with accounting principles generally accepted in the United States of America; this includes the design, implementation,
and maintenance of internal control relevant to the preparation and fair presentation of financial statements that are
free from material misstatement, whether due to fraud or error.
Auditors' Responsibility
Our responsibility is to express an opinion on these financial statements based on our audit. We conducted our audits
in accordance with auditing standards generally accepted in the United States of America and the standards applicable
to financial audits contained in Government Auditing Standards, issued by the Comptroller General of the United States.
Those standards require that we plan and perform the audit to obtain reasonable assurance about whether the financial
statements are free of material misstatement.
An audit involves performing procedures to obtain audit evidence about the amounts and disclosures in the financial
statements. The procedures selected depend on the auditor's judgment, including the assessment of the risks of
material misstatement of the financial statements, whether due to fraud or error. In making those risk assessments,
the auditor considers internal control relevant to the entity's preparation and fair presentation of the financial
statements in order to design audit procedures that are appropriate in the circumstances, but not for the purpose of
expressing an opinion on the effectiveness of the entity's internal control. Accordingly, we do not express such an
opinion. An audit also includes evaluating the appropriateness of accounting policies used and the reasonableness of
significant accounting estimates made by management, as well as evaluating the overall presentation of the financial
statements.
We believe that the audit evidence we have obtained is sufficient and appropriate to provide a basis for our audit
opinion .
GLENN BURDETTE .COM
5
SAN LUIS OBISPO
1150 Palm Street
San Luis Obispo, CA 93401
p 805 544 1441
f 805 544 4351
PASO ROBLES
102 South Vine Street, Ste. A
Paso Robles, CA 93445
p 805 237 3995
J 805 239 9332
SANTA MARIA
2222 South Broadway, Ste. A
Santa Maria, CA 93454
p 805 922 4010
f 805 922 4285 Packet Pg 207
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6
The Honorable City Council of the City of San Luis Obispo, California
and San Luis Obispo Council of Governments
Page 2
Opinion
In our opinion, the financial statements referred to above present fairly, in all material respects, the financial position
of the Transit Fund of the City of San Luis Obispo, California, as of June 30, 2017 and 2016, and the changes in financial
position and cash flows thereof for the years then ended in accordance with accounting principles generally accepted
in the United States of America.
Emphasis of Matter
As discussed in Note 1, the financial statements present only the Transit Fund of the City of San Luis Obispo, California
and do not purport to, and do not, present fairly the financial position of the City of San Luis Obispo, California, as of
June 30, 2017 and 2016, the changes in its financial position, or, where applicable, its cash flows for the years then
ended in accordance with accounting principles generally accepted in the United States of America. Our opinion is not
modified with respect to this matter.
Glenn Burdette Attest Corporation
San Luis Obispo, California
December 20, 2017
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City of San Luis Obispo, California
Transit Fund
Statements of Fund Net Position
June 30, 2017 and 2016
7
2017 2016
Assets
Current assets:
Cash and cash equivalents 37,401$ 7,285$
Investments 1,655,098 722,236
Accounts receivable 89 38
Interest receivable 5,513 1,884
Due from other governments 1,390,141 2,481,470
Total current assets 3,088,242 3,212,913
Capital assets:
Infrastructure 110,972 110,972
Buildings and improvements 5,055,076 4,905,259
Transit operating equipment 9,262,399 7,727,129
Construction in progress 47,344 67,220
Total capital assets 14,475,791 12,810,580
Less accumulated depreciation (7,340,033) (6,680,559)
Total capital assets, net of accumulated depreciation 7,135,758 6,130,021
Total assets 10,224,000 9,342,934
Deferred Outflows of Resources
Pension related 151,060 96,501
Liabilities
Current liabilities:
Accounts payable 337,376 205,016
Accrued salaries and compensated absences 17,040 24,184
Total current liabilities 354,416 229,200
Noncurrent liabilities:
Compensated absences, net of current portion 2,216 4,352
Net pension liability 616,636 551,065
Total noncurrent liabilities 618,852 555,417
Total liabilities 973,268 784,617
Deferred Inflows of Resources
Pension related 56,728 83,004
Net Position
Net investment in capital assets 7,135,758 6,130,021
Restricted - subsequent year expenditures 41,519 1,552,730
Unrestricted 2,167,787 889,063
Total net position 9,345,064$ 8,571,814$
The accompanying notes are an integral part of these financial statements.
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City of San Luis Obispo, California
Transit Fund
Statements of Revenues, Expenses and Changes in Fund Net Position
Years Ended June 30, 2017 and 2016
8
2017 2016
Operating revenues:
Passenger fares 218,658$ 230,948$
Special transit fares 439,810 427,653
Total operating revenues 658,468 658,601
Operating expenses:
Purchased transportation 2,012,315 1,909,992
Other transportation services 538,782 469,078
Fuel and lubricants 264,883 240,297
Other materials and supplies 15,491 56,090
Salaries and wages 224,373 207,741
Fringe benefits 72,558 68,793
General and administrative 288,995 277,329
Depreciation 659,474 859,103
Total operating expenses 4,076,871 4,088,423
Operating loss (3,418,403) (3,429,822)
Nonoperating revenues:
Transportation Development Act operating grants 1,575,080 1,475,134
Federal Transit Administration operating grants 2,605,306 1,413,686
Interest 3,439 11,202
Other nonoperating revenues 7,828 870
Total nonoperating revenues 4,191,653 2,900,892
Change in net position 773,250 (528,930)
Net position - beginning of year 8,571,814 9,100,744
Net position - end of year 9,345,064$ 8,571,814$
The accompanying notes are an integral part of these financial statements.
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City of San Luis Obispo, California
Transit Fund
Statements of Cash Flows
Years Ended June 30, 2017 and 2016
9
2017 2016
Cash flows from operating activities:
Cash received from customers 658,417$ 658,733$
Cash payments to suppliers for goods and services (2,699,111) (2,710,272)
Cash payments to General Fund for interfund services (288,995) (277,329)
Cash payments to employees for services (321,475) (297,004)
Other nonoperating cash receipts 7,828 870
Net cash used in operating activities (2,643,336) (2,625,002)
Cash flows from noncapital financing activities:
Operating grants received 5,271,715 1,514,872
Net cash provided by noncapital financing activities 5,271,715 1,514,872
Cash flows from capital and related financing activities:
Acquisition and construction of capital assets (1,665,211) (131,999)
Disposition of capital assets 31,336
Net cash provided used in capital and related financing activities (1,665,211) (100,663)
Cash flows from investing activities:
Interest on investments (190) 12,674
Net cash provided by (used in) investing activities (190) 12,674
Net increase (decrease) in cash and cash equivalents and investments 962,978 (1,198,119)
Cash and cash equivalents and investments - beginning of year 729,521 1,927,640
Cash and cash equivalents and investments - end of year 1,692,499$ 729,521$
The accompanying notes are an integral part of these financial statements.
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City of San Luis Obispo, California
Transit Fund
Statements of Cash Flows, Continued
Years Ended June 30, 2017 and 2016
10
2017 2016
Reconciliation of operating loss to net cash used in operating activities:
Operating loss (3,418,403)$ (3,429,822)$
Adjustments to reconcile operating loss to net cash used in operating activities:
Depreciation 659,474 859,103
Other revenues 7,828 870
Changes in operating assets, deferred outflows, liabilities, and deferred inflows:
Accounts receivable (51) 132
Accounts payable 132,360 (34,815)
Accrued salaries and compensated absences (9,280) 755
Pension related deferred outflows and inflows and net pension liability (15,264) (21,225)
Net cash used in operating activities (2,643,336)$ (2,625,002)$
Reconciliation of cash and cash equivalents and investments to the statement
of fund net position:
Cash and cash equivalents 37,401$ 7,285$
Investments 1,655,098 722,236
Total cash and cash equivalents and investments 1,692,499$ 729,521$
The accompanying notes are an integral part of these financial statements.
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City of San Luis Obispo, California
Transit Fund
Notes to Financial Statements
June 30, 2017 and 2016
11
Note 1: The Reporting Entity
The City of San Luis Obispo (the City) operates a fixed route public transportation system within the City limits and
to the California Polytechnic State University (Cal Poly). Vehicle operations and vehicle maintenance are provided
under contract by a private transportation company. Nonvehicle-related support and administrative services are
provided by City staff.
The Transit Fund (the Fund) is an enterprise fund of the City created by resolution of the City Council to account for
the revenues received pursuant to the Transportation Development Act (TDA), Federal Transit Authority (FTA) and
the revenues received from the transit operations described above. Such revenues are allocated under specific
statutes and are legally restricted to finance expenditures made for transit operations, the development of public
transportation systems and transportation planning. When both restricted and unrestricted resources are available
for the same purpose, it is the City’s policy to use restricted funds first.
Note 2: Summary of Significant Accounting Policies
Measurement Focus, Basis of Accounting and Basis of Presentation
The Fund’s financial statements are reported using the economic resources measurement focus and the accrual
basis of accounting. Revenues are recognized when earned and expenses are recognized when incurred regardless
of the timing of related cash flows. The Fund distinguishes operating revenues and expenses from nonoperating
items. Operating revenues and expenses generally result from providing services in connection with the Fund’s
principal ongoing operations. The principal operating revenues of the Fund are charges to customers for transit
services. Operating expenses for the Fund include cost of services, administrative expenses, and depreciation on
capital assets. All revenues and expenses not meeting this definition are reported as nonoperating revenues and
expenses, including non-exchange transactions such as TDA and FTA grants.
Nonexchange transactions, in which the Fund receives value without directly giving equal value in return, include
grants. Revenue from grants is recognized in the fiscal year in which all eligibility requirements have been satisfied.
Eligibility requirements include timing requirements, which specify the fiscal year when the resources are to be used
or the fiscal year when use is first permitted; matching requirements, in which the Fund must provide local resources
to be used for a specific purpose; and expenditures requirements, in which the resources are provided to the Fund
on a reimbursement basis.
Cash, Cash Equivalents and Investments
Cash and cash equivalents consist of cash on hand, cash balances in checking and money market accounts and short-
term investments, with an original maturity of three months or less. Investments which are in the City’s internal
investment pool are also treated as cash equivalents for the purposes of the statement of cash flows.
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City of San Luis Obispo, California
Transit Fund
Notes to Financial Statements
June 30, 2017 and 2016
12
Note 2: Summary of Significant Accounting Policies (Continued)
Amounts Due from Other Governments
Generally, amounts due from other governments are recorded as revenues when earned. However, when the use
of funds is the prime factor for determining eligibility for grants, revenue is accrued when the related expenses have
been made on an approved grant.
Capital Assets
Capital assets are recorded at cost and depreciated using the straight-line method over their estimated useful lives,
ranging from 5 to 20 years. Capital assets are defined by the City as assets with an initial, individual cost of more
than $25,000. Detailed capital assets can be found in Note 5.
Net Pension Liability, Deferred Outflows and Deferred Inflows
The City recognizes a net pension liability, which represents the City’s proportionate share of the excess of the total
pension liability over the fiduciary net position of the pension reflected in the actuarial reports provided by the
California Public Employees’ Retirement System (CalPERS) plans (Plans). The City has allocated a proportionate share
of the net pension liability, deferred outflows, deferred inflows and pension expense to the Transit Fund. The net
pension liability is measured as of the City’s prior fiscal year-end. Changes in the net pension liability are recorded,
in the period incurred, as pension expense or as deferred inflows of resources or deferred outflows of resources
depending on the nature of the change. The changes in the net pension liability that are recorded as deferred inflows
of resources or deferred outflows of resources (that arise from changes in actuarial assumptions or other inputs and
differences between expected or actual experience) are amortized over the weighted average remaining service life
of all participants in the respective pension plan and are recorded as a component of pension expense beginning
with the period in which they are incurred.
For purposes of measuring the net pension liability and deferred outflows/inflows of resources related to pensions,
and pension expense, information about the fiduciary net position of the City’s CalPERS Plans and additions
to/deductions from the Plans’ fiduciary net position have been determined on the same basis as they are reported
by CalPERS. For this purpose, benefit payments (including refunds of employee contributions) are recognized when
due and payable in accordance with the benefit terms. Investments are reported at fair value. Projected earnings
on pension investments are recognized as a component of pension expense.
Estimates
The preparation of financial statements in conformity with accounting principles generally accepted in the United
States of America requires management to make estimates and assumptions that affect certain reported amounts
and disclosures. Accordingly, actual results could differ from those estimates.
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City of San Luis Obispo, California
Transit Fund
Notes to Financial Statements
June 30, 2017 and 2016
13
Note 2: Summary of Significant Accounting Policies (Continued)
Subsequent Events
Events subsequent to June 30, 2017 have been evaluated through December 20, 2017, which is the date the financial
statements were available to be issued. Management did not identify subsequent events that required disclosure.
Note 3: Cash and Cash Equivalents and Investments
At June 30, 2017 and 2016, cash and cash equivalents consisted of the following:
2017 2016
Deposits:
Cash in bank 37,401$ 7,285$
Investment Fair Value Measurements
Investments held at June 30, 2017 and 2016 are not subject to the fair value hierarchy.
Custodial Credit Risk – Deposits
Custodial credit risk is the risk that in the event of a bank failure, the City’s deposits may not be returned to it. Cash
balances held in banks are insured up to $250,000 by the Federal Depository Insurance Corporation. For custodial
credit risk associated with deposits, the City follows California Government Code, which requires California financial
institutions to secure the City’s deposits by pledging government securities as collateral. The market value of the
pledged securities must equal 110% of the City’s deposits. California law also allows financial institutions to secure
the City’s deposits by pledging first trust deed mortgage notes equal to 150% of the City’s deposits. All deposits held
by financial institutions are fully insured or collateralized with securities, held by the pledging financial institutions’
trust departments in the City’s name.
At June 30, 2017 and 2016, investments consisted of the following:
2017 2016
Pooled Investment Funds:
Local Agency Investment Fund (LAIF)1,655,098$ 722,236$
The City follows the practice of pooling cash and investments for all funds under its direct daily control. Funds held
by outside fiscal agents under provisions of bond indentures are maintained separately.
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City of San Luis Obispo, California
Transit Fund
Notes to Financial Statements
June 30, 2017 and 2016
14
Note 3: Cash and Cash Equivalents and Investments (Continued)
Interest earned on pooled cash and investments is allocated quarterly to the various funds based on the respective
fund’s average quarterly cash balance. Interest earned from cash and investments with fiscal agents is credited
directly to such funds.
Interest Rate Risk
This is the risk that the market value of securities in the portfolio will fall due to changes in general interest rates. In
accordance with its policies in the Investment Management Plan, the City mitigates interest rate risk by:
Structuring the investment portfolio so that securities mature to meet cash requirements for ongoing
operations, thereby avoiding the need to sell securities on the open market before maturity.
Investing operating funds primarily in shorter-term securities.
The City’s investment policy also includes portfolio maturity targets. A minimum of 20% of the portfolio will be
invested in securities maturing in one year or less. Up to 80% of the portfolio can be invested in securities with a
maturity over one year, with no more than 10% of the portfolio invested in securities with a maturity over five years.
Credit Risk
This is the risk of loss due to the failure of the security issuer or backer. The City’s policies to mitigate credit risk
include:
Limiting investments to the safest types of securities. The California Government Code limits the investment
vehicles available to local agencies. The credit risk of these securities is measured by the assignment of a
rating by a nationally recognized statistical rating organization.
Pre-qualifying the financial institutions, broker/dealers, intermediaries and advisors with which the City will
do business.
Concentration of Credit Risk
The City’s policies contained in the Investment Management Plan provide guidelines (by type of investment that
limits either the dollar amount, the percent of the portfolio or the maturity term) for diversifying the investment
portfolio so that potential losses on individual securities will be minimized.
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City of San Luis Obispo, California
Transit Fund
Notes to Financial Statements
June 30, 2017 and 2016
15
Note 3: Cash and Cash Equivalents and Investments (Continued)
The City’s Investment Management Plan outlines the following criteria related to portfolio diversification:
No more than 5% of the City’s portfolio (exclusive of government agency issues or LAIF) shall be placed with
any financial institution.
No more than 25% of the City’s portfolio shall be invested in collateralized certificates of deposit issued by
financial institutions.
Certificates of deposit (negotiable and collateralized) placed by the City shall not constitute more than 15%
of the total assets of the institution; and negotiable certificates of deposit will only be placed with
institutions with total assets in excess of $200 million and that maintain a ratio of equity to total assets of
at least 5%.
Additional Cash and Investment Disclosures
See the City of San Luis Obispo June 30, 2017 and 2016 Comprehensive Annual Financial Reports for additional cash
and investment disclosures.
Note 4: Due from Other Governments
At June 30, 2017 and 2016, the amounts due from other governments were as follows:
2017 2016
Federal Transit Administration - capital and operating grants 1,390,141$ 2,481,470$
1,390,141$ 2,481,470$
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City of San Luis Obispo, California
Transit Fund
Notes to Financial Statements
June 30, 2017 and 2016
16
Note 5: Capital Assets
Capital assets activity for the fiscal year ended June 30, 2017, was as follows:
Balance Balance
June 30, 2016 Additions Deletions June 30, 2017
Capital assets not being depreciated:
Construction in progress 67,220$ 2,800$ (22,675)$ 47,345$
Capital assets being depreciated:
Infrastructure 110,972 110,972
Buildings and improvements 4,905,259 127,142 22,675 5,055,076
Transit operating equipment 7,727,129 1,535,269 9,262,398
Total capital assets being depreciated 12,743,360 1,662,411 22,675 14,428,446
Less accumulated depreciation (6,680,559) (659,474) (7,340,033)
Total capital assets, net of accumulated depreciation 6,130,021$ 1,005,737$ ‐$ 7,135,758$
Capital assets activity for the fiscal year ended June 30, 2016, was as follows:
Balance Balance
June 30, 2015 Additions Deletions June 30, 2016
Capital assets not being depreciated:
Construction in progress 60,038$ 67,219$ (60,037)$ 67,220$
Capital assets being depreciated:
Infrastructure 110,972 110,972
Buildings and improvements 4,905,259 4,905,259
Transit operating equipment 7,633,648 64,780 28,701 7,727,129
Total capital assets being depreciated 12,649,879 64,780 28,701 12,743,360
Less accumulated depreciation (5,821,456) (859,103) (6,680,559)
Total capital assets, net of accumulated depreciation 6,888,461$ (727,104)$ (31,336)$ 6,130,021$
Note 6: Intergovernmental Allocations
The City has been allocated the following funds from the State Transit Assistance Fund (STAF) and Local
Transportation Fund (LTF) for the years ended June 30, 2017 and 2016. The amounts have been used for both
operating expenses and capital assets.
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City of San Luis Obispo, California
Transit Fund
Notes to Financial Statements
June 30, 2017 and 2016
17
Note 6: Intergovernmental Allocations (Continued)
Article Section 2017 2016
LTF 4.0 99260 1,447,168$ 1,312,716$
STAF 6.5 99313 102,599 124,828
STAF 6.5 99314 25,313 37,590
Total Transportation Development Act revenue 1,575,080$ 1,475,134$
Applicable
Allocating TDA Statute Amount
The City also directly allocated for the years ended June 30, 2017 and 2016, with $583,204 and $673,290,
respectively of LTF Article 4.0, Section 99260 funds to San Luis Obispo Regional Transit Authority (SLORTA), which
are not shown in the accompanying financial statements.
Note 7: Fare Revenue Ratios
For the years ended June 30, 2017 and 2016 the City had fare revenue ratios of 21% and 22%, respectively, computed
as follows:
2017 2016
Operating revenues ‐ fares 658,468$ 658,601$
(a) Net Operating revenues ‐ fares 658,468 658,601
Net operating costs, net of depreciation and vehicle lease costs 3,417,397 3,229,320
Exclude capital expenses under uniform system of accounts
for purposes of calculating fare revenue ratios but
treated as operating expenses for financial statements (327,073) (264,010)
(b) Adjusted operating costs for purposes of calculating fare revenue ratios 3,090,324$ 2,965,310$
(c) Fare revenue ratio [(a) / (b)]21%22%
The City is in compliance with applicable TDA regulations pertaining to acceptable fare revenue ratios which require
a minimum ratio of 20%.
Note 8: Pensions
The City contributes to the California Public Employees’ Retirement System (CalPERS) for its employees and
participates in an agent‐multiple employer plan (Miscellaneous Plan) for its miscellaneous employees. The City has
allocated a portion of the Miscellaneous Plan that relates to the Fund. The portion of the net pension liability
allocated to the Fund for the years ended June 30, 2017 and 2016 was $616,636 and $551,065, respectively. The
portion of the deferred outflows of resources allocated to the Fund for the years ended June 30, 2017 and 2016 are
$151,060 and $96,501, respectively. The portion of the deferred inflows of resources allocated to the Fund for the
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City of San Luis Obispo, California
Transit Fund
Notes to Financial Statements
June 30, 2017 and 2016
18
Note 8: Pensions (Continued)
years ended June 30, 2017 and 2016 are $56,728 and $83,004, respectively. The portion of the pension expense
allocated to the Fund for the years ended June 30, 2017 and 2016 is $45,609 and $32,832, respectively, and is shown
as a part of total salaries and wages in the related fiscal year.
Additional Pension Disclosures
See the City of San Luis Obispo June 30, 2017 and 2016 Comprehensive Annual Financial Reports for additional
pension disclosures as well as required supplementary information.
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City of San Luis Obispo, California
Transportation Development Act (TDA) Fund
June 30, 2017 and 2016
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G GLENN BURDETTE
CERTIFIED PUBLIC ACCOUNTANTS
Independent Auditors' Report On
Transportation Development Act Compliance
and State Bond Compliance
The Honorable City Council of the City of San Luis Obispo, California
and San Luis Obispo Council of Governments
San Luis Obispo, California
We have audited the financial statements of the Transit Fund of the City of San Luis Obispo as of and for the years ended
June 30, 2017 and 2016, and have issued our report thereon, dated December 20, 2017.
Management's Responsibility
Management is responsible for the compliance with the applicable statutes, rules and regulations of the Transportation
Development Act (TDA), the California Code of Regulations (CCR) and the allocation instructions and resolutions of San
Luis Obispo Council of Governments as required by Section 6662 of the CCR.
Auditors' Responsibility
Our responsibility is to express an opinion on compliance with the applicable statutes, rules and regulations referred to
above . We conducted our audit in accordance with auditing standards generally accepted in the United States of
America; the standards applicable to financial audits contained in Government Auditing Standards, issued by the
Comptroller General of the United States; and the applicable statutes, rules and regulations referred to above. Those
standards and the applicable statutes, rules and regulations referred to above require that we plan and perform the
audit to obtain reasonable assurance about whether noncompliance with the applicable statutes, rules and regulations
referred to above occurred. An audit also includes examining, on a test basis, evidence about the City's compliance with
the applicable statutes, rules and regulations and performing such other procedures as we considered necessary in the
circumstances. We believe that our audit provides a reasonable basis for our opinion. Our audit does not provide a
legal determination of the City's compliance with the applicable statutes, rules and regulations referred to above .
In connection with our audit, we performed tests of the City's compliance with applicable statutes, rules and regulations
of the TDA, the CCR, and the allocation instructions and resolutions of San Luis Obispo Council of Governments as
required by Section 6662 of the CCR. During our audit, we performed to the extent applicable the tasks contained in
Section 6667 of the CCR. Such audit tests would not necessarily disclose all instances of noncompliance because they
were based on selective tests of accounting records and related data.
GLENN BURDETTE .COM
21
SAN LUIS OBISPO
1150 Palm Street
San Luis Obispo, CA 93401
p 805 544 1441
J 805 544 4351
PASO ROBLES
102 South Vine Street, Ste. A
Paso Robles, CA 93446
p 805 23? 3995
J 805 239 9332
SANTA MARIA
2222 South Broadway, Ste. A
Santa Maria, CA 93454
p 805 922 4010
f 805 922 4286 Packet Pg 223
10
22
The Honorable City Council of the City of San Luis Obispo, California
and San Luis Obispo Council of Governments
Page 2
Opinion
In our opinion, the funds allocated to and received by the Transit Fund of the City of San Luis Obispo, California, pursuant
to the TDA were expended and accounted for in compliance with the applicable statutes, rules and regulations of the
TDA, the CCR and the allocation instructions and resolutions of the San Luis Obispo Council of Governments, in all
material respects, for the year ended June 30, 2017.
The purpose of this report over compliance is solely to describe the scope of our testing of compliance and the results
of that testing based on the applicable statutes, rules and regulations of the TDA, the CCR, and the allocation instructions
and resolutions of San Luis Obispo Council of Governments as required by Section 6662 of the CCR. Accordingly, this
report is not suitable for any other purpose.
Glenn Burdette Attest Corporation
San Luis Obispo, California
December 20, 2017
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G GLENN BURDETTE
CERTIFIED PUBLIC ACCOUNTANTS
Independent Auditors' Report
The Honorable City Council of the City of San Luis Obispo, California
and San Luis Obispo Council of Governments
San Luis Obispo, California
Report on the Financial Statements
We have audited the accompanying financial statements of the Transportation Development Act (TDA) Fund of the City
of San Luis Obispo, California, as of June 30, 2017 and 2016, and the related notes to the financial statements, as listed
in the table of contents.
Management's Responsibility for the Financial Statements
Management is responsible for the preparation and fair presentation of the these financial statements in accordance
with accounting principles generally accepted in the United States of America; this includes the design, implementation,
and maintenance of internal control relevant to the preparation and fair presentation of financial statements that are
free from material misstatement, whether due to fraud or error.
Auditors' Responsibility
Our responsibility is to express an opinion on these financial statements based on our audit. We conducted our audits
in accordance with auditing standards generally accepted in the United States of America and the standards applicable
to financial audits contained in Government Auditing Standards, issued by the Comptroller General of the United States.
Those standards require that we plan and perform the audit to obtain reasonable assurance about whether the financial
statements are free of material misstatement.
An audit involves performing procedures to obtain audit evidence about the amounts and disclosures in the financial
statements. The procedures selected depend on the auditor's judgment, including the assessment of the risks of
material misstatement of the financial statements, whether due to fraud or error. In making those risk assessments,
the auditor considers internal control relevant to the entity's preparation and fair presentation of the financial
statements in order to design audit procedures that are appropriate in the circumstances, but not for the purpose of
expressing an opinion on the effectiveness of the entity's internal control. Accordingly, we do not express such an
opinion. An audit also includes evaluating the appropriateness of accounting policies used and the reasonableness of
significant accounting estimates made by management, as well as evaluating the overall presentation of the financial
statements .
GLENN BURDETTE .COM
23
SAN LUIS OBISPO
1150 Palm Street
San Luis Obispo, CA 93401
p 805 544 1441
f 805 5444351
PASO ROBLES
102 South Vine Street, Ste. A
Paso Robles, CA 93445
p 805 23? 3995
f 805 239 9332
SANTA MARIA
2222 South Broadway, Ste. A
Santa Maria, CA 93454
p 805 922 4010
f 805 922 4285 Packet Pg 225
10
24
The Honorable City Council of the City of San Luis Obispo, California
and San Luis Obispo Council of Governments
Page 2
We believe that the audit evidence we have obtained is sufficient and appropriate to provide a basis for our audit
opinion.
Opinion
In our opinion, the financial statements referred to above present fairly, in all material respects, the financial position
of the Transportation Development Act (TDA) Fund of the City of San Luis Obispo, California, as of June 30, 2017 and
2016, and the changes in financial position for the years then ended in accordance with accounting principles generally
accepted in the United States of America.
Emphasis of Matter
As discussed in Note 1, the financial statements present only the TDA Fund of the City of San Luis Obispo, California and
do not purport to, and do not, present fairly the financial position of the City of San Luis Obispo, California, as of June 30,
2017 and 2016, the changes in its financial position, or, where applicable, its cash flows for the years then ended in
accordance with accounting principles generally accepted in the United States of America. Our opinion is not modified
with respect to this matter.
Other Information
Supplementary Information
Our audit was conducted for the purpose of forming opinions on the financial statements that collectively comprise the
Transportation Development Act (TDA) Fund of the City of San Luis Obispo, California’s basic financial statements. The
schedule of revenues and other uses – budget and actual is presented for purposes of additional analysis and is not a
required part of the financial statements. The schedule of revenues and other uses – budget and actual is the
responsibility of management and was derived from and relates directly to the underlying accounting and other records
used to prepare the basic financial statements. Such information has been subjected to the auditing procedures applied
in the audit of the basic financial statements and certain additional procedures, including comparing and reconciling
such information directly to the underlying accounting and other records used to prepare the basic financial statements
or to the basic financial statements themselves, and other additional procedures in accordance with auditing standards
generally accepted in the United States of America. In our opinion, the schedule of revenues and other uses – budget
and actual is fairly stated, in all material respects, in relation to the basic financial statements as a whole.
Glenn Burdette Attest Corporation
San Luis Obispo, California
December 20, 2017
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City of San Luis Obispo, California
Transportation Development Act (TDA) Fund
Balance Sheets
June 30, 2017 and 2016
25
2017 2016Assets
Total assets -$ -$
Liabilities and Fund Balance
Total liabilities and fund balance -$ -$
The accompanying notes are an integral part of these financial statements.
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City of San Luis Obispo, California
Transportation Development Act (TDA) Fund
Statements of Revenues, Other Uses and Changes in Fund Balance
June 30, 2017 and 2016
26
2017 2016
Revenues - intergovernmental allocations 40,501$ 40,531$
Other financing uses - operating transfers to City of
San Luis Obispo (40,501) (40,531)
Excess of revenues over other financing uses - -
Fund balance - beginning of year - -
Fund balance - end of year - $ - $
The accompanying notes are an integral part of these financial statements.
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City of San Luis Obispo, California
Transportation Development Act (TDA) Fund
Notes to Financial Statements
June 30, 2017 and 2016
Note 1: The Reporting Entity
The Transportation Development Act (TDA) Fund (the Fund) of the City of San Luis Obispo, California (the City) is a
special revenue fund created by resolution of the City Council to account for the revenues received pursuant to the
TDA. Such revenues allocated under specific state statutes are legally restricted to financial expenditures made of
the development and construction of local streets and roads, including pedestrian and bicycle facilities.
Note 2: Summary of Significant Accounting Policies
Measurement Focus and Basis of Accounting
The Fund’s financial statements are reported using the current financial resources measurement focus and the
modified accrual basis of accounting. Revenues are recognized when measurable and available. Revenues are
considered to be available when they are collectible within the current period or soon enough thereafter to pay the
liabilities of the current period. For this purpose, the City considers interest and grant revenues earned but not
received as susceptible to accrual under this method. Expenditures are generally recognized at the time liabilities
are incurred.
Fund Equity
The Fund’s financial statements report fund balance in classifications that comprise a hierarchy based primarily on the
extent to which the City is bound to honor constraints on the specific purpose for which amounts in the funds can be
spent. The Fund does not have a fund balance in the current fiscal year, therefore classification is not necessary.
However, GASB Statement No. 54, Fund Balance Reporting and Governmental Fund Type Definitions, identifies five
components of fund balance – nonspendable, restricted, committed, assigned and unassigned.
Nonspendable. This component includes amounts that cannot be spent because they are either (a) not in spendable
form or (b) legally or contractually required to be maintained intact.
Restricted. This component consists of amounts that have constraints placed on them either externally by third-parties
(creditors, grantors, contributors, or laws or regulations of other governments) or by law through constitutional
provisions or enabling legislation. Enabling legislation authorizes the City to assess, levy, charge or otherwise mandate
payment of resources (from external resource providers) and includes legally enforceable requirements (compelled by
external parties) that those resources be used only for the specific purposes stipulated in the legislation.
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City of San Luis Obispo, California
Transportation Development Act (TDA) Fund
Notes to Financial Statements
June 30, 2017 and 2016
Note 2: Summary of Significant Accounting Policies (Continued)
Committed. This component consists of amounts that can only be used for specific purposes pursuant to constraints
imposed by minute order authorized by the City Council. Also included in this component are encumbrances which
represent legal and binding obligations for the acquisition of future goods and services. Those committed amounts
established by minute order cannot be used for any other purpose unless the City Council adopts a new minute order so
directing. With respect to encumbered amounts, the City may take steps to cancel the order for goods or services and
thereby terminate the obligation.
Assigned. This component consists of amounts that are constrained by the City’s intent to be used for specific purposes,
but are neither restricted nor committed. The City Manager or Director of Finance are authorized to assign amounts to
a specific purpose. Constraints imposed on the use of assigned amounts can be removed with no formal Council actions.
Unassigned. This classification represents amounts that have not been restricted, committed or assigned to specific
purposes.
Fund Balance Spending Policy
The City follows a practice in which restricted, committed, assigned, and unassigned fund balances are spent when
more than one amount is available for a specific purpose. When both restricted and unrestricted resources are
available for use, it is the City’s policy to use restricted resources first, then unrestricted resources (committed,
assigned and unassigned) as they are needed. When unrestricted resources (committed, assigned and unassigned)
are available for use, it is the City’s policy to use committed resources first, then assigned, and then unassigned as
they are needed.
Budgets and Budgetary Accounting
The City has received national recognition for its use of a two-year Financial Plan and budgetary process that
emphasizes long-range planning and effective program management. Significant features of the City’s two-year
Financial Plan include the integration of Council goal-setting into the budgetary process and the extensive use of
formal policies and measureable objectives. The Financial Plan includes operating budgets for two years and a
capital improvement plan (CIP) for five years.
Under this multi-year approach, appropriations continue to be made annually; however, the Financial Plan is the
foundation for preparing the budget for the second year. Additionally, unexpended operating appropriations from
the first year may be carried over for specific purposes into the second year with the approval of the City Manager.
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City of San Luis Obispo, California
Transportation Development Act (TDA) Fund
Notes to Financial Statements
June 30, 2017 and 2016
Note 2: Summary of Significant Accounting Policies (Continued)
Estimates
The preparation of financial statements in conformity with accounting principles generally accepted in the United
States of America requires management to make estimates and assumptions that affect certain reported amounts
and disclosures. Accordingly, actual results could differ from those estimates.
Subsequent Events
Events subsequent to June 30, 2017 have been evaluated through December 20, 2017, which is the date the financial
statements were available to be issued. Management did not identify subsequent events that required disclosure.
Note 3: Intergovernmental Allocations
For the years ended June 30, 2017 and 2016, the City has been allocated the following funds from the Local
Transportation Funds (LTF):
Amount
Article Section 2017 2016
LTF 3.0 99233.3 40,501$ 40,531$
Allocating TDA Statute
Applicable
Note 4: Operating Transfers
The City expends all amounts for alternate transportation projects in its General Fund or Capital Outlay Fund. LTF
monies received by the City are initially deposited in the Fund and subsequently transferred to the General Fund,
where such funds are expended or transferred to the Capital Outlay Fund to be expended on designated
transportation projects.
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G GLENN BURDETTE
CERTIFIED PUBLIC ACCOUNTANTS
Independent Auditors' Report On
Transportation Development Act Compliance
The Honorable City Council of the City of San Luis Obispo, California
and San Luis Obispo Council of Governments
San Luis Obispo, California
We have audited the financial statements of Transportation Development Act (TOA) Fund of the City of San Luis
Obispo, California as of and for the years ended June 30, 2017 and 2016, and have issued our report thereon, dated
December 20, 2017 .
Management's Responsibility
Management is responsible for the compliance with the applicable statutes, rules and regulations of the
Transportation Development Act (TOA), the California Code of Regulations (CCR) and the allocation instructions and
resolutions of San Luis Obispo Council of Governments as required by Section 6662 of the CCR.
Auditors' Responsibility
Our responsibility is to express an opinion on compliance with the applicable statutes, rules and regulations referred
to above.
We conducted our audit in accordance with auditing standards generally accepted in the United States of America;
the standards applicable to financial audits contained in Government Auditing Standards, issued by the Comptroller
General of the United States; and the applicable statutes, rules and regulations referred to above. Those standards
and the applicable statutes, rules and regulations referred to above require that we plan and perform the audit to
obtain reasonable assurance about whether noncompliance with the applicable statutes, rules and regulations
referred to above occurred. An audit also includes examining, on a test basis , evidence about the City's compliance
with the applicable statutes, rules and regulations and performing such other procedures as we considered
necessary in the circumstances. We believe that our audit provides a reasonable basis for our opinion. Our audit
does not provide a legal determination of the City's compliance with the applicable statutes, rules and regulations
referred to above.
In connection with our audit, we performed tests of the City's compliance with applicable statutes, rules and
regulations of the TOA , the CCR, and the allocation instructions and resolutions of San Luis Obispo Council of
Governments as required by Section 6662 of the CCR.
GLENNBURDETTE.COM
30
SAN LUIS OBISPO
1150 Palm Street
San Luis Obispo, CA 93401
p 805 544 1441
f 805 544 4351
PASO ROBLES
102 South Vine Street, Ste. A
Paso Robles, CA 93446
p 805 23? 3995
J 805 239 9332
SANTA MARIA
2222 South Broadwa~. Ste. A
Santa Maria, CA 93454
p 805 922 4010
J 805 922 4285 Packet Pg 232
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31
The Honorable City Council of the City of San Luis Obispo, California
and San Luis Obispo Council of Governments
Page 2
During our audit, we performed to the extent applicable the tasks contained in Section 6667 of the CCR. Such audit
tests would not necessarily disclose all instances of noncompliance because they were based on selective tests of
accounting records and related data.
Opinion
In our opinion, the funds allocated to and received by the TDA Fund of the City of San Luis Obispo, California,
pursuant to the TDA were expended and accounted for in compliance with the applicable statutes, rules and
regulations of the TDA, the CCR and the allocation instructions and resolutions of San Luis Obispo Council of
Governments, in all material respects, for the year ended June 30, 2017.
The purpose of this report over compliance is solely to describe the scope of our testing of compliance and the
results of that testing based on the applicable statutes, rules and regulations of the TDA, the CCR, and the allocation
instructions and resolutions of San Luis Obispo Council of Governments as required by Section 6662 of the CCR.
Accordingly, this report is not suitable for any other purpose.
Glenn Burdette Attest Corporation
San Luis Obispo, California
December 20, 2017
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City of San Luis Obispo, California
Transportation Development Act (TDA) Fund
Supplementary Information
Schedules of Revenues and Other Uses – Budget and Actual
June 30, 2017 and 2016
32
Variance with
Final Budget
2017 Original Final Actual Positive (Negative)
Revenues - intergovernmental allocations 41,100$ 41,100$ 40,501$ (599)$
Other financing uses - operating transfers
to City of San Luis Obispo (41,100) (41,100) (40,501) 599
Excess of revenues over other financing uses - $ - $ - $ - $
Variance with
Final Budget
2016 Original Final Actual Positive (Negative)
Revenues - intergovernmental allocations 41,100$ 41,100$ 40,531$ (569)$
Other financing uses - operating transfers
to City of San Luis Obispo (41,100) (41,100) (40,531) 569
Excess of revenues over other financing uses - $ - $ - $ - $
Budget
Budget
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Meeting Date: 1/16/2018
FROM: Daryl Grigsby, Public Works Director
SUBJECT: REVIEW OF THE 10-YEAR CAPITAL IMPROVEMENT PLAN (CIP) AND
POTENTIAL FUNDING OPTIONS
RECOMMENDATION
Receive a presentation on the 10-Year CIP, including potential funding options, and direct staff
to:
1. Continue to adjust and refine the 10-Year CIP project list, identify priority projects
and themes, and clarify level of General Fund support, based on City Council
priorities and other factors, including the results of the Capital Facilities Fee Program
(AB 1600) project; and
2. Continue to evaluate potential funding options to support the 10-Year CIP, including
Community Facilities District formations, General Obligation Bonds, and additional
tax measures such as sales tax and/or transient occupancy tax (TOT); and
3. Return to the City Council in April 2018 with a more refined 10 Year project list and
detailed recommendations for funding all or a portion of those projects.
DISCUSSION
Report in Brief
This report analyzes the 10-year CIP need for the City. The 10-year CIP is preliminary and is
based on 1) Maintenance of Existing (assets), 2) Enhancement of Existing (assets) and 3) New
Projects. The list of New Projects is preliminary and is based on adopted plans to implement key
community goals. This report concludes that existing resources are only barely adequate to fund
Maintenance of Existing and that new revenues will be required to fund Enhancement of
Existing or New Projects. The report summarizes potential revenue sources that could fill the
gap.
Capital Project Lists and Categories
At the December 12, 2017 Council meeting, the City Council received a high-level report on the
first 10-Year look at specific capital projects as identified in several policy and planning
documents approved over the last several years. That review was a component of both the Fiscal
Health Response Plan and the Major Council Goal of Fiscal Sustainability and Responsibility.
Specifically, that Major Council Goal had two objectives relative to infrastructure financing. The
first was the development of a creative financing plan to replace critical public safety facilities
(i.e. Police Stations and Fire Stations). The second is to develop creative infrastructure financing
options (grants, land-based funding, local revenues) for Council consideration and implement as
directed. The due dates for these objectives are summer 2018 for the first objective and spring
2018 for the second objective.
As discussed at the December meeting, the 10-Year Capital Improvement Plan (CIP) is currently
under review and is different from the 5-Year CIP included in each Financial Plan in that it
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includes projects beyond the existing General Fund allocations for capital projects. The 10-Year
CIP, therefore, enables the City Council to see the costs and timeframe for those projects
identified in planning documents.
The planning documents utilized in developing the 10-Year CIP included, but were not limited
to:
1. Land Use and Circulation Element
2. Bicycle Transportation Plan
3. Downtown Concept Plan
4. Mission Plaza Concept Plan
5. Area Specific Plans for Margarita, Airport, and Orcutt
6. Saving Special Places Forever: A Vision Plan to Complete and Sustain the San Luis
Obispo Greenbelt
7. Anticipated projects in the ADA Transition Plan, Park and Recreation Element and
Facilities Plan
An important consideration is that the 10-Year CIP is a very preliminary summary. While staff
has included projects from the planning documents listed above, the list has not yet undergone
the standard staff, advisory body, community or Council review and discussion. Therefore, it is
important to keep in mind this list is a preliminary look at the 10-Year CIP, and, it is possible
that projects could be deleted, modified or added to this list. In addition, cost estimates could be
revised based upon better future information1. One example is the Parks and Recreation Element
General Plan update that is currently underway and could identify additional projects. The
purpose of this preliminary review of the 10-Year CIP is to provide Council and the community
with an order of magnitude projection of the City’s future capital needs and the starting point for
answering the question, ‘how will the City fund future capital needs to accomplish the
community’s vision?’
All the cost estimates for the projects shown in Attachments A and B are derived from the
Planning documents noted above. In addition, where the Planning document did not specify a
cost, or the project did not arise from a Planning document, city engineering staff made a rough
estimate of the project cost based on best available information. It is anticipated that as Council
reviews project costs from the 10-Year CIP at future meetings, the cost estimates will be further
refined.
Another factor that could modify General Fund assumptions are the policy adjustments or other
changes to the amount of funding generated for projects that are included in the City’s Capital
Facilities Fee Program (AB 1600). The City Council will conduct a second study session on
January 9, 2018, to discuss these projects. Adjustments that may be directed by the City Council
to support development feasibility and increase housing production could increase the necessary
General Fund commitment for various projects included in the 10-Year CIP. If direction was
provided on January 9th that will impact the 10-Year CIP, that information will be provided to
Council in April 2018.
1 It is important to note that the project list does not reflect anticipated financing costs. Staff has engaged our
outside financial advisor, PFM to provide details on the anticipated financing costs for larger projects.
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Another important consideration is that, the information presented in this report, is focused on
General Fund projects or only a General Fund component cost of a project. For example, the
some of the transportation projects includes Traffic Impact Fees, Developer Contribution,
Grants, Debt Financing, and General Funds. The only cost shown is the General Fund share of
the total project cost. The rationale for this method is that the General Fund represents the
largest discretionary funding source to accommodate community needs and Council priorities. It
is also important to note that the majority of the City’s General Fund contribution to Capital
projects is derived from the Local Revenue Measure.
Council may recall that in December staff categorized all capital projects into the following three
categories
1. Annual Maintenance: Projects included in every Financial Plan which maintain existing
infrastructure.
2. Rehabilitation and Replacement: Replacement projects which occur as needed, such as
Marsh St Bridge replacement.
3. New Project: Projects which add a facility or asset to the existing city inventory.
After further consideration and review of best practices in other agencies, staff is recommending
the following framework for reviewing capital projects. Staff recommends this format not just
for the 10-Year CIP, but for all future Financial Plans. The proposed structure is as follows:
1. Maintenance of Existing: Projects that maintain existing City infrastructure.
2. Enhancement of Existing: Projects that substantially enhance existing City infrastructure;
an example would be the implementation of the Mission Plaza Concept Plan.
3. New Projects: Projects that provide a new facility or asset.
This framework serves two purposes. First, this approach more clearly conveys the project types.
Staff has also reviewed best practices in other municipalities and found the above three
categories are utilized in other agencies. Using the new categories, a project either maintains
what exists, enhances what exists, or, is providing something new for the community. The
second benefit is that this framework could serve as a fundamental ranking system for projects.
For example, projects which maintain existing city assets would generally be prioritized over
those which enhance city assets. In addition, maintaining or enhancing existing facilities would
generally be prioritized over new projects. Lastly, the framework helps show when funding
limitations or opportunities can help advance types of projects.
Maintenance of Existing
Based on prior Council direction, this category of projects is considered top priority for General
Fund allocations. Funds allocated to projects in this category avoid costlier future repairs, reduce
liability and provide for safer facilities. It is important to note that the 10-Year Project list does
not dramatically increase funding for maintaining existing infrastructure in the near term. For
example, pavement maintenance does not include funding to dramatically improve the City’s
Pavement Condition Index (PCI), or increase the frequency of re-investments to replace storm
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drains or sidewalks. Currently, the only added level of service in the 10 Year CIP for
Maintenance of Existing is funding for Urban Forest Maintenance.
The increases to the Maintenance of Existing baseline from Years 2022-27 is due to anticipated
expansion of the storm drain replacement program from CMP (Corrugated Metal Pipe) only, to
all the pipe types in the system. CMP is a material that was used for storm drain installations in
the 1960s and 1970s. This material comprises approximately 25% of the City’s storm drain
infrastructure and is at the end of design or useful life. The City funds storm drain infrastructure
maintenance at a level that is adequate to address CMP removal from the storm drain system and
does not address the remaining 75% of the storm drain network. This proposed funding would
increase the maintenance efforts to the entire storm drain network. In addition, it is possible that
in future years this expense could be allocated to a potential storm water utility fee. Aside from
the expansion of the storm drain replacement program to include the entire system, the City’s
Maintenance of Existing 10 Year need is essentially funded from existing city General Fund
resources.
The Maintenance of Existing chart above confirms that if this is the City’s priority, the $6 M
annual average CIP allocation funds all or part of this category over the 10 – Year horizon.
Therefore, those projects in the other two categories, Enhancement of Existing and New Projects,
are dependent upon new funding sources for construction and implementation. The charts below
provide a rough order of magnitude of future needs above and beyond existing financial
resources.
Maintenance and Enhancement of Existing, and New Projects
The charts below provide a graphic look at all three categories in the 10-Year CIP. The chart
below indicates that, if Maintenance of Existing is the top priority and essentially funded, then
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that 15% of the total city need is met with existing resources. Therefore, all projects in
Enhancement of Existing and New Project list, 85% of the total need, requires additional
funding. The specific projects can be found in Attachment A to this staff report.
Enhancement of Existing and New Projects To clarify the types of projects in the
Enhancement of Existing and New Projects categories, staff developed the following
subgroupings:
a. Transportation: Transportation and Multi-Modal projects which provide new or
enhanced mobility opportunities
b. Community Enhancements: Projects that improve community health, safety or
recreational opportunities)
c. Public Facilities: Projects that primarily improve or provide new City buildings
including Public Safety facilities
The chart below, therefore, puts all the potentially unfunded projects in Enhancement of Existing
and New Project in the above three subgroupings.
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As the table demonstrates, the categories of Transportation, Community Enhancements or Public
Facility enables the possible grouping of projects into theme of projects for a funding package.
For example, a Transportation funding package could include the Broad Street and 101 Ramp
Closure, and completion of the Railroad Safety Trail. A Public Facility/Public Safety measure
could include a New Police Headquarters and replacement of Fire Stations Nos. 2 and 3.
Community Enhancements could include Parks and Recreation Master Plan projects and the
Mission Plaza and Downtown Concept Plan projects.
Looking at the total of projects needs and with community input and Council direction to
accomplish these projects within the next 10 years would suggest that alternative funding or
enhanced General Funds are needed. See Attachment B for a complete listing of Enhancement
of Existing and New Projects by grouping.
Funding Options
As Council considers funding options, it should be noted that the total need over the 10-year
period is either all or a portion of the Enhancement of Existing and New Project categories.
As shown in the report above, based on the various approved plans and previous Council
direction, in order for the City to achieve the objectives, alternative funding sources will need to
be secured. The General Fund fiscal forecast assumes a leveled contribution toward the Capital
Improvement Plan with a modest increase based on the Local Revenue Measure sales tax
contribution.
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As staff refines the project list and recommendations for Strategic Budget Direction in April
2018, funding options will be explored.
Funding options will be developed based on the need. When considering funding options, staff
will evaluate whether a project can be funded on a pay-as-you go basis or debt financing. Both
options will require additional revenues above current levels.
Options to raise revenue will continue to be developed prior to April 2018 and a full-analysis of
factors will be presented for revenue options such as Community Facilities Districts formation,
General Obligation Bond and sales tax and TOT revenue measures. Staff will include in the
analysis revenue options for Council consideration that can raise the required dollar amount.
Staff will also analyze the likelihood of voter or other approval and the risk factors through
survey analysis and case studies.
Next Steps
1. January – February. Staff respond to Council questions and directions from January 16
meeting. Staff begin preliminary review and analysis of project list. Staff further analyze
funding options based on Council Direction
2. February 20, 2018. Mid-Year Budget discussion. Staff provide Council additional
information on project list and funding options
3. February – April 2018. Staff follow-up on Council direction with refinement of projects
and funding options
4. April 17, 2018. Strategic Budget Direction.
5. June 2018. Supplemental Budget Review
CONCURRENCES
Community Development Department, Police, Fire, Finance, Parks and Recreation,
ENVIRONMENTAL REVIEW
The review of the 10-year Capital Improvement Plan (CIP ) and consideration of potential
funding options is exempt from environmental review as a Statutory Exemption under Section
15262, Feasibility and Planning Studies (CEQA Guidelines). Each project lis ted as part of the
10-year CIP will need future authorization and environmental review prior to actual funding and
construction.
FISCAL IMPACT
The report presents and identifies funding needs to achieve Capital Improvement Program
projects embedded within planning documents approved by the Council. There is no fiscal
impact action at this time.
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ALTERNATIVES
Do not direct staff to propose funding options for future projects.
Attachments:
a - Project Types
b - Project Groupings
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#General Fund Projects by Type 10 Year Total Timeframe
Enhancement of Existing
1 919 Palm Renovations $255,000 2
2 ADA Transition Plan Implementation $800,000 8
3 Bicycle Facility Improvements $1,220,000 10
4 Broad Street & US 101 Ramp Closures $190,000 2
5 City Hall Annex Renovation $15,900,000 3
6 City Hall Renovation $9,550,000 3
7 City/County Library Major Maint. & ADA Compliance $405,300 1
8 Corporation Yard TI $600,000 2
9 Downtown Renewal $1,110,000 7
10 DTC - Broad Street Bridge Replacement with Creek Walk Expansion $3,500,000 5
11 Emerson Park Rehabilitation $250,000 1
12 Emerson Park Restroom $350,000 1
13 Emerson Park Safety Enhancements (Lighting/Gates)$50,000 1
14 Intersection Control Upgrades $1,000,000 4
15 Jennifer Street Bridge: Improved access to Bill Roalman BB $150,000 2
16 Laguna Lake Dredging and Sediment Management Project Implementation $15,040,000 10
17 Library Community Room & Conference Room Renovation $60,000 1
18 Ludwick Community Center Retrofit $270,000 2
19 Marsh & Higuera 2-Way Conversion $1,800,000 3
20 Mission Plaza Restroom Replacements and Enhancements $1,270,000 4
21 Neighborhood Traffic Improvements $1,275,000 10
22 Park Usability Improvements $45,000 1
23 Parks and Recreation Interior Office Rehabilitation $116,000 2
24 Police Department Space Improvements $824,000 5
25 Police Station Replacement $44,765,000 5
26 Rebuild Fire Station 2 (at current location)$10,100,000 3
27 Rebuild Fire Station 3 (at current location)$9,700,000 3
28 Rebuild Fire Station 4 (at current location)$9,300,000 3
29 Security - Bus System $360,000 7
30 Security - Corporation Yard $385,000 3
31 Security - Council Chambers $25,000 1
32 Security - Farmers Market $1,075,000 1
33 Security - Fire Department HQ $125,000 2
34 Security - Mission Plaza $50,000 1
35 Security - Parking Front Counter $62,500 2
36 Security - Police Department HQ $50,000 1
37 Senior Center Rehabilitation & Air Conditioning $400,000 2
38 Street Light Replacements & Efficiency Upgrades $200,000 8
39 Transit to Trails Implementation $35,000 2
40 Water Bottle Filling Station Implementation $450,000 3
41 Waterway Management Plan Implementation $17,500,000 8
Enhancement of Existing Total $150,612,800 145
Maintenance of Existing
42 Breathing Apparatus Sets, Bottles, Regulators and Air Compressor $400,000 1
43 Bridge Maintenance $850,000 9
44 Bridge Replacement - Chorro Street $283,027 3
45 Bridge Replacement - Madonna Road $365,500 3
46 Cardiac (EKG) Monitors/AEDs $230,000 1
47 City Facility Parking Lot Maintenance $1,720,000 8
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48 DTC - Downtown Tree Pruning and Tree Well Replacement $1,600,000 8
49 Extrication Equipment $55,000 1
50 Fire Station 4 Emergency Backup Generator $79,500 2
51 Fleet Replacement $7,738,000 0
52 Golf Course Driving Range Nets $15,000 1
53 Golf Course Major Maintenance $80,000 1
54 Hoses, Nozzles & Equipment $95,000 1
55 IT Replacement $10,509,273 10
56 Major Facility Replacement $4,314,700 12
57 Meadow Park Building Assessment and Rehabiliation $125,000 2
58 Mission Plaza Railing Upgrade $255,000 8
59 Ongoing Open Space Maintenance $675,000 10
60 Park Major Replacement & Repairs $2,458,500 10
61 Pedestrian and Bicycle Pathway Maintenance $785,000 10
62 Plan & Policy Development $700,000 7
63 Playground Equipment Replacement $1,610,000 9
64 Sidewalk Replacement and Installation $1,525,000 10
65 Silt Removal $525,000 10
66 Storm Drain System Replacement $11,551,993 10
67 Street Reconstruction & Resurfacing $16,800,000 10
68 Swim Center Safety and Equipment Replacement $30,000 1
69 Traffic Safety Report Implementation $860,000 9
70 Traffic Signs & Striping Maintenance $575,000 9
71 Transportation Safety & Operations $325,000 10
72 Turnout Sets $140,000 1
73 Urban Forest Maintenance $2,300,000 8
74 Water Resource Recovery Facility Project $209,000 1
Maintenance of Existing Total 69,784,493$ 196
New Project
75 AB 1600 Transportation Infrastructure Expansion Non-Development Obligation $36,000,000 8
76 Active Transportation Plan $90,000 2
77 ADA Extension at Laguna Lake Trail $250,000 1
78 Add Operational Area to Fire Station 1 $2,200,000 3
79 Artifical Turf Installation at Emerson Park $1,050,000 1
80 Bishop Street Extension $10,150,000 4
81 Bob Jones Trail Prefumo Creek Connection to Oceanaire $219,000 4
82 Broad Street Bicycle Boulevard $450,000 2
83 Build Fire Station 5 (Airport Area)$8,770,000 4
84 Community Gardens $25,000 1
85 Community Services Equipment $15,000 1
86 Dog Park(s)$250,000 1
87 DTC - Downtown Lighting $500,000 5
88 DTC - Marsh/Higuera Intersection and Bike Connections $3,800,000 4
89 DTC - Multimodal Street Conversion Study (Traffic & H&H)$300,000 3
90 DTC - Multimodal Street Conversion Type A $64,350,000 6
91 DTC - Multimodal Street Conversion Type B $26,400,000 6
92 DTC - Multimodal Street Conversion Type C $9,900,000 6
93 DTC - Multimodal Street Conversion Type D $13,200,000 4
94 DTC - SLO Creekwalk Expansion Study $1,150,000 4
95 DTC - SLO Creekwalk Safety Improvements $100,000 4
96 DTC - Wayfinding Signs in Downtown $200,000 4
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97 Golf Course Maintenance Wash Station $85,000 1
98 Green Fleet Vehicle Charging Stations $350,000 7
99 Mission Plaza Concept Plan Implementation $8,800,000 4
100 New Maintenance Buildings and EOC at Fire Station 1 $7,850,000 3
101 New Park Amenities $300,000 3
102 New Restrooms at identified parks (TBD re: Master Plan)$745,000 3
103 New Street Lights $215,000 10
104 Open Space Acquisition $1,650,000 10
105 Parks & Recreation Master Plan Implementation $25,000,000 7
106 Parks and Recreation Strategic Plan Implementation $125,000 5
107 Railroad Safety Trail (RRST) - Pepper Street to the Train Station $170,000 2
108 Ranger Station/Interpretative Center $185,000 2
109 Safe Routes to School Implementation Foothill Crossing $300,000 2
110 Stormwater Resource Plan Implementation $925,000 8
New Project Total 226,069,000$ 145
Grand Total 446,466,293$ 486
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#Project Groupings 10 Year Cost Timeframe
Community Enhancement
1 ADA Extension at Laguna Lake Trail 250,000$ 1
2 ADA Transition Plan Implementation 800,000$ 8
3 Artifical Turf Installation at Emerson Park 1,050,000$ 1
4 Community Gardens 25,000$ 1
5 Community Services Equipment 15,000$ 1
6 Dog Park(s)250,000$ 1
7 Downtown Renewal 1,110,000$ 7
8 DTC - Broad Street Bridge Replacement with Creek Walk Expansion 3,500,000$ 5
9 DTC - Downtown Lighting 500,000$ 5
10 DTC - Multimodal Street Conversion Study (Traffic & H&H)300,000$ 3
11 DTC - Multimodal Street Conversion Type D 13,200,000$ 4
12 DTC - SLO Creekwalk Expansion Study 1,150,000$ 4
13 DTC - SLO Creekwalk Safety Improvements 100,000$ 4
14 DTC - Wayfinding Signs in Downtown 200,000$ 4
15 Emerson Park Rehabilitation 250,000$ 1
16 Emerson Park Restroom 350,000$ 1
17 Emerson Park Safety Enhancements (Lighting/Gates)50,000$ 1
18 Laguna Lake Dredging and Sediment Management Project Implementation 15,040,000$ 10
19 Library Community Room & Conference Room Renovation 60,000$ 1
20 Ludwick Community Center Retrofit 270,000$ 2
21 Mission Plaza Concept Plan Implementation 8,800,000$ 4
22 Mission Plaza Restroom Replacements and Enhancements 1,270,000$ 4
23 New Park Amenities 300,000$ 3
24 New Restrooms at identified parks (TBD re: Master Plan)745,000$ 3
25 New Street Lights 215,000$ 10
26 Open Space Acquisition 1,650,000$ 10
27 Park Usability Improvements 45,000$ 1
28 Parks & Recreation Master Plan Implementation 25,000,000$ 7
29 Parks and Recreation Strategic Plan Implementation 125,000$ 5
30 Ranger Station/Interpretative Center 185,000$ 2
31 Security - Farmers Market 1,075,000$ 1
32 Security - Mission Plaza 50,000$ 1
33 Senior Center Rehabilitation & Air Conditioning 400,000$ 2
34 Stormwater Resource Plan Implementation 925,000$ 8
35 Street Light Replacements & Efficiency Upgrades 200,000$ 8
36 Water Bottle Filling Station Implementation 450,000$ 3
37 Waterway Management Plan Implementation 17,500,000$ 8
Community Enhancement Total 97,405,000$ 145
Public Facility
38 919 Palm Renovations 255,000$ 2
39 Add Operational Area to Fire Station 1 2,200,000$ 3
40 Build Fire Station 5 (Airport Area)8,770,000$ 4
41 City Hall Annex Renovation 15,900,000$ 3
42 City Hall Renovation 9,550,000$ 3
43 City/County Library Major Maint. & ADA Compliance 405,300$ 1
44 Corporation Yard TI 600,000$ 2
45 Golf Course Maintenance Wash Station 85,000$ 1
46 New Maintenance Buildings and EOC at Fire Station 1 7,850,000$ 3
47 Parks and Recreation Interior Office Rehabilitation 116,000$ 2
48 Police Department Space Improvements 824,000$ 5
49 Police Station Replacement 44,765,000$ 5
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50 Rebuild Fire Station 2 (at current location)10,100,000$ 3
51 Rebuild Fire Station 3 (at current location)9,700,000$ 3
52 Rebuild Fire Station 4 (at current location)9,300,000$ 3
53 Security - Corporation Yard 385,000$ 3
54 Security - Council Chambers 25,000$ 1
55 Security - Fire Department HQ 125,000$ 2
56 Security - Parking Front Counter 62,500$ 2
57 Security - Police Department HQ 50,000$ 1
Public Facility Total 121,067,800$ 52
Transportation
58 AB 1600 Transportation Infrastructure Expansion Non-Development Obligation 36,000,000$ 8
59 Active Transportation Plan 90,000$ 2
60 Bicycle Facility Improvements 1,220,000$ 10
61 Bishop Street Extension 10,150,000$ 4
62 Bob Jones Trail Prefumo Creek Connection to Oceanaire 219,000$ 4
63 Broad Street & US 101 Ramp Closures 190,000$ 2
64 Broad Street Bicycle Boulevard 450,000$ 2
65 DTC - Marsh/Higuera Intersection and Bike Connections 3,800,000$ 4
66 DTC - Multimodal Street Conversion Type A 64,350,000$ 6
67 DTC - Multimodal Street Conversion Type B 26,400,000$ 6
68 DTC - Multimodal Street Conversion Type C 9,900,000$ 6
69 Intersection Control Upgrades 1,000,000$ 4
70 Jennifer Street Bridge: Improved access to Bill Roalman BB 150,000$ 2
71 Marsh & Higuera 2-Way Conversion 1,800,000$ 3
72 Neighborhood Traffic Improvements 1,275,000$ 10
73 Railroad Safety Trail (RRST) - Pepper Street to the Train Station 170,000$ 2
74 Safe Routes to School Implementation Foothill Crossing 300,000$ 2
75 Security - Bus System 360,000$ 7
76 Transit to Trails Implementation 35,000$ 2
Transportation Total 157,859,000$ 86
Grand Total 376,331,800$ 283
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