HomeMy WebLinkAbout10-28-2021 REOC Agenda PacketCity of San Luis Obispo, Agenda, Planning Commission
Agenda
REVENUE ENHANCEMENT OVERSIGHT COMMISSION
Thursday, October 28, 2021
Pursuant to Executive Orders N-60-20 and N-08-21 executed by the Governor of California, and
subsequently Assembly Bill 361, enacted in response to the state of emergency relating to novel
coronavirus disease 2019 (COVID-19) and enabling teleconferencing accommodations by
suspending or waiving specified provisions in the Ralph M. Brown Act (Government Code §
54950 et seq.), members of the public, Citizens Revenue Enhancement Oversight Commissioners
(REOC), City Staff, and City Consultants may participate in this regular meeting by
teleconference.
Using the most rapid means of communication available at this time, members of the public are
encouraged to participate in REOC meetings in the following ways:
1.Remote Viewing - Members of the public who wish to watch the meeting can:
Join the Webinar:
URL: https://slocity-
org.zoom.us/j/87470618249?pwd=UHNhaCtpb0diaUZ0bTZLSDdQUmlwUT09
Webinar ID: 874 7061 8249
Telephone Attendee: +1 (669) 900-6833
Webinar ID: 874 7061 8249; Passcode: 450575
Note: The City utilizes Zoom Webinar for REOC Meetings. All attendees will enter the
meeting muted. An Attendee tutorial is available on YouTube; test your audio settings.
2.Public Comment - Public comment can be submitted in the following ways:
Mail or Email Public Comment
Received by 3:00 PM on the day of meeting - Can be submitted via email to
advisorybodies@slocity.org or U.S. Mail to City Clerk at 990 Palm St. San Luis Obispo,
CA 93401. All emails will be archived/distributed to councilmembers, however,
submissions after 3:00 p.m. on the day of the meeting may not be archived/distributed
until the following day. Emails will not be read aloud during the meeting.
3.Verbal Public Comment
In Advance of the Meeting – Call (805) 781-7164; state and spell your name, the
agenda item number you are calling about and leave your comment. The verbal
comments must be limited to 3 minutes. All voicemails will be forwarded to the REOC
Members and saved as Agenda Correspondence. Voicemails will not be played during the
meeting.
During the meeting – Join the webinar (instructions above). Once public comment for
the item you would like to speak on is called, please raise your virtual hand, your name
will be called, and your microphone will be unmuted. If you have questions, contact the
office of the City Clerk at cityclerk@slocity.org or (805) 781-7100.
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Revenue Enhancement Oversight Commission Agenda for October 28, 2021
5:30 p.m. REGULAR MEETING Teleconference
CALL TO ORDER Chair Jeanette McClure
ROLL CALL: Commissioners Christopher Ellwood, Matt Quaglino, Tony Skapinsky, and
Vice-Chair Jim Hamari
PUBLIC COMMENT: At this time, people may address the Committee about items not on the
agenda. Persons wishing to speak should come forward and state their name and address.
Comments are limited to three minutes per person. Items raised at this time are generally referred
to staff and, if action by the Committee is necessary, may be scheduled for a future meeting.
CONSIDERATION OF MINUTES
1.Minutes of the Revenue Enhancement Oversight Commission of March 21, 2021
BUSINESS ITEMS
2.Review Purpose of the Revenue Enhancement Oversight Commission and Elect Officers
(Natalie Harnett)
Recommendation: Review the purpose and scope of the Revenue Enhancement Oversight
Commission (REOC); and Elect a Chairperson and Vice-Chairperson to serve for a one-year
term.
3.Unaudited FY 2020-21 Year End Local Revenue Measure Review
(Natalie Harnett)
Recommendation: Receive a report and review unaudited operating and capital expenditures
of the Local Revenue Measure sales tax revenue for the last fiscal year.
4.FY 2021-22 First Quarter Local Revenue Measure Review
(Natalie Harnett)
Recommendation: Review an update on Local Revenue Measure (LRM) actuals and trends
as of the first quarter of Fiscal Year 2021-22 in addition to any updates on current or ongoing
LRM funded capital projects and programmatic efforts.
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Revenue Enhancement Oversight Commission Agenda for October 28, 2021
5. 2020-21 Annual Community Report and Citizen Oversight Meeting
(Natalie Harnett)
Recommendation: 1) Discuss concepts and provide direction for the 2020-21 Annual
Community Report 2) Appoint two Commissioners to serve on a subcommittee to assist in
the development of the report 3) Discuss the 2021-22 Annual Citizen Oversight Meeting.
PRESENTATIONS
6. Capital Improvement Plan Project Timelines and the Bidding Process
(Brian Nelson/Matt Horn)
COMMENT AND DISCUSSION
ADJOURNMENT
The next Regular Meeting of the Revenue Enhancement Oversight Commission is scheduled
for February 24, 2022.
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.
Meeting audio recordings can be found at the following web address:
http://opengov.slocity.org/weblink/1/fol/61028/Row1.aspx
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City of San Luis Obispo, Agenda, Planning Commission
REVENUE ENHANCEMENT OVERSIGHT COMMISION
Minutes - DRAFT
Wednesday, March 31, 2021
Regular Meeting of the Revenue Enhancement Oversight Commission
CALL TO ORDER
A Regular Meeting of the San Luis Obispo Revenue Enhancement Oversight Commission was
called to order on Wednesday March 31, 2021 at 5:31 p.m., by Chair McClure, via teleconference.
ROLL CALL
Present: Commissioners Matt Quaglino, Tony Skapinsky, Vice-Chair Jim Hamari and Chair
McClure
Absent: Commissioner Christopher Ellwood
Staff: Greg Hermann Deputy City Manager and Victoria Tonikian, Interim Assistant to the
City Manager and Teresa Purrington, City Clerk.
PUBLIC COMMENT ITEMS NOT ON THE AGENDA
None.
--End of Public Comment--
APPROVAL OF MINUTES
1. Consideration of Minutes of the Regular Revenue Enhancement Oversight Commission
Meeting of February 18, 2021.
ACTION: UPON MOTION BY COMMISSIONER SKAPINSKY SECONDED BY
COMMISSIONER QUAGLINO, CARRIED 4-0-1 (COMMISSIONER ELLWOOD
ABSENT) to approve the Minutes of the February 18, 2021, as presented.
BUSINESS ITEMS
2. FY 2019-20 Annual Community Report and Citizen Oversight Meeting.
Greg Hermann, Deputy City Manager provided a PowerPoint presentation and responded to
Commissioner inquiries.
4
Public Comment
Gary Havas
--End of Public Comment--
ACTION: No action taken.
3. Proposed 2021-23 Local Revenue Measure Expenditures
Commissioner Quaglino indicated he would be recusing himself from Projects 22, 23 and 98 due
to a financial interest in a business involved in those projects.
Greg Hermann, Deputy City Manager provided a PowerPoint presentation and responded to
Commissioner inquiries.
Public Comment
None
--End of Public Comment--
ACTION: UPON MOTION BY COMMITTEE MEMBER QUAGLINO, SECONDED BY
COMMISSIONER HAMARI, CARRIED 5-0 to recommend to the City Council the use of
Local Revenue Measure funds for all projects except 22, 23 and 98 as referenced in the staff
report.
Commissioner Quaglino turned off his camera and muted his microphone at 7:12 PM.
ACTION: UPON MOTION BY COMMITTEE MEMBER HAMARI, SECONDED BY
COMMISSIONER SKAPINSKI, CARRIED 4-0-0 (WITH COMMISSIONER QUAGLINO
RECUSED) to recommend to the City Council the use of Local Revenue Measure funds for
projects 22, 23 and 98 as referenced in the staff report.
Commissioner Quaglino returned to the meeting at 7:14 PM.
COMMENT AND DISCUSSION
4. Staff Updates
Greg Hermann, Deputy City Manager provided staff updates.
5. Commission Communications
ADJOURNMENT
The meeting was adjourned at 7:17 p.m. The next Regular Revenue Enhancement Oversight
Commission meeting is scheduled for Fall of 2021.
APPROVED BY THE REVENUE ENHANCEMENT OVERSIGHT COMMISSION: XX/XX/2021
5
Revenue Enhancement Oversight Commission
Agenda Report Meeting Date: 10/28/21
Item Number: 2
DATE: October 28, 2021
FROM: Brigitte Elke, Finance Director
Prepared By: Natalie Harnett, Principal Budget Analyst
SUBJECT: REVIEW PURPOSE OF THE REVENUE ENHANCEMENT OVERSIGHT
COMMISSION AND ELECT OFFICERS
RECOMMENDATIONS
1.Review the purpose and scope of the Revenue Enhancement Oversight Commission (REOC); and
2.Elect a Chairperson and Vice-Chairperson to serve for a one-year term.
DISCUSSION
Background
The Citizens’ Revenue Enhancement Oversight Commission (REOC) role is to review the 1.5 percent
local transaction tax revenues and applicable uses, report on the City’s stewardship of this general-
purpose tax and provide recommendations directly to the City Council regarding uses of these tax
revenues as an integral part of the budget process. The voter approved Ballot Measure G-20 that was
approved in November 2020 stated:
To protect City of San Luis Obispo’ s financial stability; maintain fire/community safety, health
emergency/disaster preparedness; protect creeks from pollution; address homelessness; keep public
areas clean/ safe; retain local businesses; maintain youth/senior services, streets, open space/natural
areas, and other general services, by extending voter- approved funding at a 1.5¢ rate, providing
approximately $21,600,000 annually until ended by voters; requiring audits/ all funds used locally.
Purpose and Scope of the REOC
The REOC is to consist of five members who must be residents of the City. The REOC is an advisory
body to the Council that will provide important citizen oversight of local transaction tax revenues and
expenditures. The REOC will not be making final decisions on City spending. REOC meetings will be
open to the public and serve as a venue for citizen engagement on revenue measure related expenditures.
The REOC will also aid in community education and outreach about how much local transaction tax is
received and the programs and projects the revenue is being expended. Chapter 2.14 of the Municipal
Code provides the full language of the commission’s purpose, appointment process, and assignments.
REOC Bylaws
The REOC bylaws contain the Commission’s purpose, and policies on conduct, membership, terms,
officers, meetings, attendance, quorum, voting, subcommittees, public records and other rules and
procedures (Attachment 1). These bylaws state that the REOC shall select a Chairperson and Vice-
Chairperson from among its members to serve for a one-year term.
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D.Citizens' Revenue Enhancement Oversight Commission Bylaws (T/SP)
MEMBERSHIP
The Citizens’ Revenue Enhancement Oversight Commission (REOC) has five members. Members
must be residents and registered voters of the City. When recruiting members, the City seeks
members that have experience with finance, budgeting, or municipal accounting, though this is not
a requirement of membership.
PURPOSE
REOC was established to provide transparency and maximize city accountability, as part of the
passage of a ballot measure approving a general use tax to protect and maintain essential services
and facilities—such as open space preservation; bike lanes, sidewalks and other traffic congestion
relief projects; public safety; neighborhood street paving and code enforcement; flood protection;
senior citizen programs including services and facilities; and other vital general purpose services
and capital improvement projects. REOC is responsible for reviewing and making budget
recommendations directly to the City Council regarding expenditures from the essential services
transactions (sales) and use tax, and reporting annually to the community on the City’s use of these
tax revenues. (San Luis Obispo Municipal Code §3.15.020)
ARTICLE 1. MEETINGS
1.The REOC shall meet a minimum of four times per year to conduct its business.
2.REOC regular meetings will follow the diagram on the next page and be integrated into
the City’s budget processes for the two-year financial plan, fiscal year-end, and financial
plan supplement. Meeting dates may change from year to year according to the actual
budget schedule.
REOC Agenda Item #2 Attachment 1
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3.Agenda items shall be completed by 9:00 p.m. unless a majority of Commissioners agree
to extend the meeting.
4.Regular meetings shall be held in the Council Hearing Room, City Hall, 990 Palm Street,
San Luis Obispo, California.
5.Special meetings may be called by a majority of the REOC, or by City staff in consultation
with the Chairperson, if additional meetings are necessary to accomplish the purpose and
duties of the Commission.
6.In the event that the REOC desires to hold all or any portion of a regular meeting at a place
other than the Council Hearing Room, then the place of such meeting shall be posted on at
the doors of the Council Hearing Room prior to the time designated for the meeting in
accordance with law.
REOC Agenda Item #2 Attachment 1
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ARTICLE 2. ELECTION OF OFFICERS
1.The Commission shall select a Chairperson and Vice-Chairperson from among its members
to serve for a one-year term beginning with the first meeting following the start of each
fiscal year (July 1).
2.Commissioners shall serve as Chairperson or Vice-Chairperson at the discretion of the
Commission.
3.The Chairperson shall preside at all meetings of the Commission. The Vice-Chairperson is
Chairperson in the absence of the Chairperson or in case of inability of the Chairperson to
act.
ARTICLE 3. CONDUCT OF MEETINGS
1.Commissioners should address questions through the Chairperson.
2.Members of the audience should address Commissioners or other persons present through
the Chairperson.
3.Procedure for reviewing public hearing items:
After roll call the Chairperson shall announce to the public the procedures to be followed
to consider the items listed on the agenda and then proceed as follows:
a.The Chairperson shall introduce the items and ask for oral staff reports, as
appropriate.
b.The staff report previously submitted to the REOC shall be placed into the record
with all communications received regarding the item. Staff reports shall be
submitted for all public hearing items in a form acceptable to the Commission.
c.Members of the public wishing to speak on the topic of the agenda item shall be
invited to make a presentation. Public comment shall be accepted for agenda items
that are listed as presentations, business items, or public hearings.
d.Following public testimony on an agenda item, the public hearing or public
testimony portion of the meeting shall be closed to the public and discussion
confined to members of the Commission; provided that the Commission may
reopen the public hearing or invite additional testimony at any time prior to a
decision on an item on an affirmative vote of the majority of those members present.
e.The Commission, upon formal motion, shall take action on the item or
recommendation.
REOC Agenda Item #2 Attachment 1
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ARTICLE 4. QUORUM
1.A quorum is the majority of the total number of established members of the commission.
2.No action of the Commission shall become effective without receiving the affirmative vote
of a majority of the members present.
ARTICLE 5. VOTING
1.Except as otherwise provided in the San Luis Obispo Municipal Code and state law, no
motion or any other action shall be passed or become effective without receiving the
affirmative vote of at least a majority of members present.
2.Failure to receive such an affirmative vote shall result in failure or denial, as appropriate,
of the motion or other action.
3.Except as allowed under the Political Reform Action of 1974, any member abstaining due
to a declared conflict of interest shall not participate in the discussion of the items or
otherwise influence or attempt to influence in any manner the decision on the item.
4.All members, when present, must vote except when refraining from participating due to
actual or potential conflict of interest.
5.Commissioners not supporting a motion for action shall summarize the reason for their
vote.
ARTICLE 6. PUBLIC RECORDS
1.Records of all public hearings shall be made available to the public in the office of the City
Clerk.
2.Secretary Duties: The secretary shall be a representative of the City Clerk’s Office, and
shall keep minutes of each meeting and shall record the official actions taken. The records
of all proceedings shall be available to the Council and to the public.
ARTICLE 7. ATTENDANCE
1.Any member of the REOC who fails, for any reason, to attend three regular, adjourned
regular, or specially-scheduled meetings, within any 12 month period, shall be reviewed
by the Chairperson for possible referral to the City Council.
ARTICLE 8. TERM LIMITS, FILLING VACANCIES AND REMOVAL OF MEMBERS
1.Terms are for three years.
2.Vacancies shall be filled for unexpired terms. The Council, by majority action, may remove
any Commissioner as provided in the City Charter.
REOC Agenda Item #2 Attachment 1
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ARTICLE 9. RULES, REGULATIONS AND PROCEDURES
1.The Commission may adopt rules, regulations and procedures as required for the
transaction of its business. These rules shall become effective upon approval of the
Council.
REOC Agenda Item #2 Attachment 1
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Revenue Enhancement Oversight Commission
Agenda Report Meeting Date: 10/28/2021
Item Number: 3
DATE: October 28, 2021
FROM: Brigitte Elke, Finance Director
Prepared By: Natalie Harnett, Principal Budget Analyst
SUBJECT: 2020-21 LOCAL REVENUE MEASURE UNAUDITED YEAR-END
EXPENDITURES
RECOMMENDATION
1. Receive a report and review unaudited operating and capital expenditures of the Local Revenue
Measure sales tax revenue for the last fiscal year.
DISCUSSION
Background
Fiscal Year 2020-21 (FY21) was like no other in recent history. It saw unprecedented measures in
response to the worldwide Covid-19 pandemic from which the City was not immune. The City entered
the year with its Fiscal Health Contingency Plan in place to continue the austerity measures needed due
to uncertain economic impacts and their effects on the City’s main revenue sources. It necessitated a
very close monitoring of the City’s revenue and expenditures and several reviews by the City Council
to adjust as more information and trends became known during the fiscal year.
However, FY21 also saw the first quarter of revenue from the November 2020 voter approved local
transaction (sales) tax measure that replaced the previous measure and increased the tax to 1.5 cents from
0.5 cents. The tax became effective on April 1, 2021 and yielded three months of revenue at triple the
previous rate.
At the time of the FY 20-21 Budget Adoption, the forecasted revenue projection for the Local Revenue
Measure (LRM) was about $7.2 million. This was about 10% lower than the pre-pandemic forecast. In
light of the reduced revenue forecast, all LRM-funded capital projects were evaluated and prioritized
based on how they supported delivering essential services to the community and aided economic
recovery. These projects are identified in more detail in Section 7 of the FY 20-21 Supplemental Budget.
12
City of San Luis Obispo, Title, Subtitle
Item #3 2020‐21 LRM Unaudited Year End Financials
The largest portion of LRM for capital
expenditures is allocated to Neighborhood
Street paving. Other projects include
playground equipment replacement, park
major maintenance and repairs and pedestrian
and bicycle pathway maintenance. The largest
use of the LRM operating portion supports
public safety. Other examples include staffing
expenditures for neighborhood street paving,
flood control, and code enforcement.
Year-End Results
LRM Capital Investments
20-21 Project
Budget*
20-21 Total
Consumption
Remaining
Project Budget
LRM Capital
Expenditures $9,855,656 $7,238,284 $2,617,372
*Includes project carryover budget
LRM Operating Expenditures
Table 1:
Local Revenue Measure Categories FTE 2020-21
1. Open Space Preservation (Ranger Staffing) 2 $152,922
2. Bicycles and Pedestrian Improvements (Engineer, Active
Transportation Manager) 1.6 $215,023
3. Traffic Congestion Relief (Signal and Light Maintenance
(Technician) 1 $112,237
4. Public Safety (Downtown Officers, Sergeant) 4 $663,940
5. Neighborhood Street Paving (Project Engineer & Maintenance
Worker) 2 $189,527
6. Code Enforcement (Code Enforcement Technicians and Officer) 3 $302,046
7. Flood Protection (Collection Operators) 6 $667,282
8. Parks and Recreation/Senior Programs and Facilities (Maintenance
Worker) 1 $66,954
9. Other Vital Services and Capital Projects - -
TOTAL 20.6 $2,369,931
New Revenue: Allocation of April-June Measure G20 Funding
The City began collecting an additional one-cent transaction tax (G20) on April 1, 2021. Since the voter
approval did not happen until November 2020, this revenue augmentation was not initially programmed
into the adopted supplemental budget, but staff returned to Council with an updated revenue forecast at
mid-year budget review on February 2, 2021 (2-02-2021 Item #7).
Operating
32%
Capital
68%
LRM INVESTMENT FOR FY 20‐21
13
City of San Luis Obispo, Title, Subtitle
Item #3 2020‐21 LRM Unaudited Year End Financials
Table 2:
Adopted LRM Revenue Forecast (June 2020) $7,218,000
Updated Forecast after Adoption of Measure G20 (February 2021) $11,392,000
Projected increase in revenue from Measure G20 $4,147,000
At the time Measure G20 passed, there was an immediate need to invest in additional economic recovery
efforts to support businesses and homeless services to assist the community’s most vulnerable. On
December 3, 2020, staff brought to the REOC a recommendation to allocate $3,425,000 from the
anticipated first quarter revenue from the augmented local transaction and use tax for the following
economic recovery and community assistance efforts (12-03-2021 Item #2). Council subsequently
approved the recommended budget adjustment (R-11203) on December 8, 2020.
Table 3: Approved Investment of LRM Funding in Economic Development
Efforts and Homeless Services
1 Create Grant Funding Opportunities for Tenant Improvements (TIs) $2,000,0001
2 Expand the SLO City Small Business Relief Grant Program $500,000
3 Increase Efforts to Support Downtown Vitality $425,000
4 Implement an Economic Development Shop Local Incentive $200,000
5 Homeless Service Support & Coordination $300,000
TOTAL $3,425,000
Actual FY 20-21 Revenue
Actual revenue for the Local Sales Tax Measure exceeded projections by about $1.4 million. This is
consistent with trends across the state. At the end of the third quarter, revenue was tracking only slightly
higher than projected but the fourth quarter of the year experienced a huge spike in consumer spending.
This coincided with increasing vaccination rates and the lifting of state-wide restrictions. While good
news for the City’s economy, this is likely a temporary escalation due to pent-up demand and a re-
opening economy which is also reflected in the Transient Occupancy Tax that experienced a similar
fourth quarter return.
Table 4:
a. Forecast
Revenue
b. Actual
Revenue Variance (a-b)
c. Approved Budget
Allocations
(expenditures)
Unallocated
Revenue (b-c)
$11,392,000 $12,779,713 $1,387,713 $10,643,000 $2,136,713
1 This amount was to be invested locally and investment proceeds used for the TIs. Due to the continuing low-interest environment, no
banks bid on the request for proposals and the funding will remain in LRM fund balance and is invested with the City’s pooled assets
under its current investment strategy.
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City of San Luis Obispo, Title, Subtitle
Item #3 2020‐21 LRM Unaudited Year End Financials
Looking Forward
It is important to note that the actual revenue numbers remain unaudited. Audited financials will be
presented to the Council and the Revenue Enhancement Oversight Committee (REOC) in January 2022
at which time decisions on allocations of remaining fund balance can be re-visited. As required by the
City’s Municipal Code, the City’s audited financial statements include a separate audit of the LRM which
will include the remaining available balance for appropriation. Staff will also provide an updated long-
term forecast with the FY 21-22 Mid-Year Review.
2021-22 Key Changes
LRM Split between Capital and Operating: 75% Capital / 25% Operating
Allocation to a Capital Reserve within the Capital Outlay Fund (NEW): $3.4 million
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Revenue Enhancement Oversight Commission
Agenda Report Meeting Date: 10/28/21
Item Number: 4
DATE: October 28, 2021
FROM: Brigitte Elke, Finance Director
Prepared By: Natalie Harnett, Principal Budget Analyst
SUBJECT: 2021-22 FIRST QUARTER LOCAL REVENUE MEASURE UPDATE
RECOMMENDATION
Review an update on Local Revenue Measure (LRM) actuals and trends as of the first quarter of Fiscal
Year 2021-22 in addition to any updates on current or ongoing LRM funded capital projects and
programmatic efforts.
DISCUSSION
Background
The purpose of the quarterly LRM reports is to enhance transparency and provide the Citizens’ Revenue
Enhancement Oversight Commission (REOC) with regular updates on actual revenue received from the
essential services transactions(sales) and use tax as well actual expenditures on projects and programs
that are funded by the measure. The reports will help bring the REOC along through the year and better
prepare the commission to make budget recommendations to the City Council.
The development of the LRM budget for the 2021-23 Financial Plan was guided by the City’s
commitment to advancing its’ Major City Goals and Long-term Community Services and Investment
Priorities. Some of the budget assumptions and highlights include:
Revenue projections reflect bounce back to pre-pandemic levels that is aligned with trends in
other revenue sources for the City and statewide.
The “tripling” of revenues from the previously approved local transaction tax measure means
that the Local Revenue Measure becomes the City’s largest General Fund revenue stream. It also
means that the capital improvement projects which can now be funded may be larger in scale
and community benefit.
There is an increase in allocation to operating expenditures during the Financial Plan period to
help advance one-time Major City Goal efforts and prepare staff resources to deliver on an
extensive capital improvement plan that will dramatically ramp up over the next five years.
Committed a capital reserve using LRM fund balance to offset unanticipated cost increases,
unforeseen conditions, and unexpected urgent projects which are becoming more common. The
reserve amount reflects 20% of budgeted capital expenditures and will be adjusted annually with
the adopted budget amounts.
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City of San Luis Obispo, Title, Subtitle
City of San Luis Obispo, Title, Subtitle
Item #4 2021‐22 First Quarter Local Revenue Measure Update
Revenue Trends
Producing the two-year financial plan during a pandemic was a challenging endeavor. Over the past 18
months, staff provided updates to revenue forecasts in response to the changing economy. With the
gradual reopening and removal of restrictions, the spike in tourism and consumer spending in the fourth
quarter of FY 2020-21 has continued into the first two months of the current fiscal year. While it is
unknown how long and to what extent this pent-up demand will last and how it will impact overall
revenue, the City is currently on track to meet or exceed its sales tax forecasts for 2021-22. Staff will
provide an updated forecast to Council with its mid-year review on February 15, 2022 and to the REOC
on February 24, 2022.
Table 2: Year-to-date Measure G-20 Revenue (Compared to prior years)
Adjusted for G20 Comparison (x3) Q1 Revenue Received
Fiscal Year Total Revenue July August September Total Q1 % of annual
2018-19 $8,325,230 $625,439 $853,581 $792,497 $2,271,517 27.3% 2018-19 Adj $24,975,690 $1,876,317 $2,560,743 $2,377,491 $6,814,551
2019-20 $7,554,774 $742,948 $928,169 $424,109 $2,095,227 27.7% 2019-20 Adj $22,664,322 $2,228,844 $2,784,507 $1,272,327 $6,285,679
2020-21 $8,279,713 $741,587 $939,943 $465,007 $2,146,537 25.9% 2020-21 Adj $24,839,139 $2,224,761 $2,819,829 $1,395,021 $6,439,611
2021-22 $24,279,000 $2,068,550 $2,703,212 $2,400,000 $7,171,762 29.5%
Estimates
Expenditures Overview
Investment into Operations
This was the first quarter that the City, based on the REOC’s recommendations, was able to utilize the
increased funding to support its operating programs. In addition to expanding some of its essential
services, the City was able to invest in one-time efforts that provided immediate assistance to help the
community and local economy recover from Covid-19. Some highlights from the first quarter include:
Sales Tax Forecasting Considerations:
Trickle‐down effect of federal economic relief packages
Economic Trend Forecasts
Supply Shortages
Inflation and other economic indicators
Possible Covid‐19 wave during holiday season
Consumer travel and purchasing behavior during holiday
season
Overall recovery from the health crisis
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City of San Luis Obispo, Title, Subtitle
City of San Luis Obispo, Title, Subtitle
Item #4 2021‐22 First Quarter Local Revenue Measure Update
Hired one new Ranger Maintenance worker and converted five temporary positions into full-time
regular positions in order to maintain the City’s level of service standard for Open Space as one
Ranger per 1,000 acres.
Transitioned the Business Ambassador program from a Covid-19 response action to an ongoing
program.
Activated the downtown core with efforts such as enhanced downtown cleaning and the “Light
up Downtown” program.
Funded a 25% expansion of beds at 40 Prado and supported homelessness response efforts with
the help of the new Homelessness Response Manager.
Purchased the Mobile Crisis Unit (MCU) van and completed the RFP for a Mental Health
Clinician. The full activation of the MCU is scheduled for next quarter.
Started negotiations with Transitions Mental Health Association (TMHA) on hiring an additional
social worker for the Community Action Team (CAT).
To see the full list of LRM funded expenditures, please visit slocity.org/budget.
Table 3: 2021-22 Local Revenue Measure Investment by type (MCG = Major City Goal)
Operating Budget* Capital Budget
MCG: Climate Action $ 1,243,175 $ 6,095,000
MCG: Diversity, Equity, Inclusion $ 67,091 $ 345,000
MCG: Economic Recovery $ 2,777,517 $ 1,622,500
MCG: Housing & Homelessness $ 706,014 $ 927,780
Other Community Services and Essential Infrastructure $ 1,491,596 $ 8,876,120
Total $ 6,285,392 $ 17,866,400
% of Total 26% 74%
*Operating budget is transferred into the General Fund at the beginning of the fiscal year
Investment into Capital
There are currently 50 active LRM funded capital projects which include projects budgeted for in
previous fiscal years. Of the 46 LRM funded capital projects budgeted with this fiscal year 33 are active
and 13 are scheduled to become active in the latter part of the fiscal year. In March of this year the City
executed an agreement with Management Partners to provide an assessment and set of recommendations
to adjust the CIP process and staffing structure in response to the passage of Measure G20. Management
Partners has since completed its review and provided a set of recommendations that include staff
additions to CIP Engineering. While the department goes through the process of adopting these
recommendations, LRM funds allocated for CIP Project Delivery Augmentation are being utilized for
CIP project management services. Management Partners is providing project management support for
15 capital projects. Additionally, RRM is providing project management services for design of the new
Public Safety Center and Mission Plaza downtown concept plan. Staff anticipates having the
recommended staffing structure changes implemented by next fiscal year.
18
City of San Luis Obispo, Title, Subtitle
City of San Luis Obispo, Title, Subtitle
Item #4 2021‐22 First Quarter Local Revenue Measure Update
Project Updates
Despite a competitive construction climate and supply shortages, the City has seen favorable bids for
several LRM-funded projects. This along with conservative budgeting has enabled staff to deliver capital
projects within budget.
Laguna Lake Dredging: This project is entirely LRM funded, $840,000 was budgeted for this fiscal year,
however the actual project cost is $715,000. The project began mid-September and completion is
estimated for November of this year. The dredging has been completed, and the dewatering process is
underway. This step will be followed by hauling away the sediment and site demobilization. Ongoing
maintenance at Laguna Lake is intended to restore water quality over time.
Orcutt Tank Roundabout: The total amount budgeted for this project is $5 million, $1 million of which
is LRM funding. Bids were opened in July of this year and the actual project cost is estimated at $4.6
million, construction started in July and is projected to be completed in Spring 2022. The roundabout
will reduce vehicle congestion (and related emissions), reduce the potential for severe traffic collisions,
and improve pedestrian and bicycle connectivity to Islay Park
2021 Downtown Pavement Improvements: The total budget for this project is $4 million, $2.7 million
of which is LRM funding. Bids were opened in July and construction began in August of this year; the
initial project cost was estimated at $3.9 million. During construction a waterline broke on Johnson Ave.
Additionally, it was determined that new fire hydrants needed to be installed, resulting in an updated
total project cost of $4 million. Staff anticipates that the project will be complete before the end of the
calendar year.
Sinsheimer Park Irrigation and Drainage: This project is entirely LRM funded, $650,000 was budgeted
for this fiscal year. Bids were opened in June; the actual construction cost is $507,440. The project is
expected to be completed this Fall. This project is a part of ongoing maintenance of City parks.
Meadow Park Pathways: The total budget for this project is $442,124, $250,000 of which is LRM
funding. Bids were opened in June of this year; the actual project cost is $380,128. Staff anticipates that
this project will be completed in November of this year.
Capital Reserve Balance
In June 2021 and based on the REOC’s recommendation, the City Council adopted a comprehensive
Fund Balance and Reserve Policy (R-11250). The policy states that the City will maintain a committed
reserve of 20% of the capital improvement plan budget from the Local Revenue Measure for
unanticipated costs. Use of funds from the Capital Projects Reserve Fund can be made upon Council
approval as necessary during any fiscal year. The chart below shows the current balance of the reserve.
Table 4: 2021-22 Capital Projects Reserve Fund
Beginning Balance (21‐23 Financial Plan) $ 3,426,208
Support completion of Fire Station #1 Roof Replacement after
discovering significant water damage during HVAC
replacement (7/6/2021 Council Agenda Report)
$ 200,000
Ending Balance of Capital Reserve as of 10/1/2021 $ 3,226,208
19
Item #4 – Attachment 1 – Local Revenue Measure CIP Projects
Local Revenue Measure CIP Projects
As of the first quarter of FY 2021‐22, all LRM funded CIP projects are on schedule.
Active or Ongoing Project Total Project
Budget *
Actual
Expenditures
Available
Balance
2015 Traffic Safety Report Improvements (91607)30,000$ ‐$ 30,000$
2020 Neighborhood Greenways Public Art 24,250$ 13,034$ 11,216$
2021 Downtown Pavement Improvements Project 2,771,214$ 2,069,705$ 701,509$
405 FOOTHILL STORM DRAIN REPAIR 65,907$ 65,907$ ‐$
Active Transportation Plan Implementation 205,000$ 45,588$ 159,412$
Anholm Neighborhood Greenway Plan ‐ Phase 1 59,669$ 59,669$ ‐$
Anholm Neighborhood Greenway Plan ‐ Phase 2 744,775$ 264,865$ 479,910$
Annual Public Art Maintenance and Projects 92,500$ 60,000$ 32,500$
Banner Arm ‐ Bench Rests ‐ Signs 100,000$ 20,878$ 79,122$
Bicycle Facility Improvements ‐ Annual Asset Maintenance Account 92,154$ 38,841$ 53,312$
Bike and Pedestrian Quick Build Projects 57,919$ 57,919$ ‐$
Bob Jones Trail and RRST Solar Lighting 100,000$ ‐$ 100,000$
Broad Street Corridor Access Improvements 55,000$ 5,402$ 49,598$
Bullock Lane CMP Replacement 352,146$ 348,025$ 4,121$
California Taft Roundabout 300,000$ ‐$ 300,000$
CIP Project Delivery Augmentation 278,280$ ‐$ 278,280$
City Facilities HVAC Replacements 99,005$ 98,804$ 201$
City Hall Breaker Replacement 30,000$ ‐$ 30,000$
Community Safety Emergency Response Communication Equipment 675,170$ 603,122$ 72,048$
Corp Yard Fuel Island Siding (91632)14,750$ 14,549$ 201$
Development Agreements 120,000$ ‐$ 120,000$
Downtown Cleaning Equipment 150,000$ 129,033$ 20,967$
Downtown Public Art Installations 200,000$ 22,778$ 177,222$
Downtown Safety Enhancements 400,000$ 175,267$ 224,733$
Downtown Zig‐Zag Lighting 250,000$ ‐$ 250,000$
ECC Equipment Replacement (91690)35,000$ 25,443$ 9,557$
EDC DataAire Replacement 140,591$ 140,591$ (0)$
Electric Vehicle Charging Station at Various Facilities 100,000$ ‐$ 100,000$
Emergency Repair ‐ 54 Highland 14,770$ 14,770$ ‐$
Facility Maintenace ‐ Annual Asset Maintenance Account 44,369$ 2,520$ 41,849$
Facility Parking Lot Maintenance (91310)109,000$ 24,417$ 84,583$
Fire Station 1 HVAC (91647)196,300$ 168,070$ 28,230$
Fire Station 3 Sewer Lateral Replacement (91687)18,000$ ‐$ 18,000$
Fire Station 3&4 Remodel Space Study and Design 25,000$ ‐$ 25,000$
Fire Station Rollup Door (91581)9,500$ 9,110$ 390$
Fleet Replacement: Fire 275,000$ 121,696$ 153,304$
Fleet Replacement: Parks and Recreation 139,000$ ‐$ 139,000$
Fleet Replacement: Police 220,000$ ‐$ 220,000$
Fleet Replacement: Public Works 631,000$ 9,289$ 621,711$
Fleet Replacements ‐ Annual Asset Maintenance 387,359$ 280,832$ 106,527$
Fleet Services Vehicle Lift 78,000$ 69,145$ 8,855$
Higuera Street Paving 174,999$ 150,365$ 24,634$
IT Replacements ‐ Annual Asset Maintenance Account 2,201,323$ 991,120$ 1,210,203$
KVEC Tower 165,250$ 165,250$ ‐$
Laguna Lake Dredging (99110)840,000$ 548,437$ 291,563$
* Includes carryover budget from prior years
j
20
Item #4 – Attachment 1 – Local Revenue Measure CIP Projects
Active or Ongoing Project Total Project
Budget *
Actual
Expenditures
Available
Balance
Laguna Lake Dredging and Sediment Management Project Implementation 1,194,204$ 41,106$ 1,153,097$
Laguna Lake Golf Course ‐ Annual Asset Maintenance Account 50,000$ 30,000$ 20,000$
Major Facilities Maintenance ‐ Annual Asset Maintenance Account 1,030,970$ 160,060$ 870,910$
Major Facility Replacements 170,000$ 70,000$ 100,000$
Marsh at Santa Rosa Replacement 2016 (90480) 725,089$ 663,900$ 61,189$
Meadow Park Pathways Maintenance 263,540$ 225,739$ 37,801$
Meadow Park Pedestrian Bridges Replacement Project 237,227$ 237,227$ ‐$
Mission Plaza Restroom Replacements and Enhancements 366,770$ 350,376$ 16,394$
Multisite Energy Management (91574) 132,600$ 115,270$ 17,330$
Multi‐space On‐Street Pay Stations 17,000$ 17,000$ ‐$
Neighborhood Traffic Improvements 241,819$ 72,726$ 169,094$
North Broad Street Neighborhood Park 175,000$ ‐$ 175,000$
Open SLO 200,000$ 30,082$ 169,918$
Open Space ‐ Annual Asset Maintenance Account 273,254$ 132,947$ 140,307$
Open Space Acquisition 840,283$ 579,286$ 260,997$
Orcutt/Tank Roundabout Construction 1,072,048$ 990,148$ 81,900$
Parking Lot Maintenance ‐ Annual Asset Maintenance Account 195,000$ ‐$ 195,000$
Parks & Recreation HVAC 2017 (91572) 17,806$ 15,278$ 2,529$
Parks and Rec General Plan Implementation 200,000$ ‐$ 200,000$
Parks Hydrate Station (91681) 15,000$ ‐$ 15,000$
Parks Major Maintenance ‐ Annual Asset Maintenance Account 1,997,424$ 547,574$ 1,449,850$
Patrol Sedan (91697) 51,000$ 51,000$ 0$
Patrol SUV (91699) 51,000$ 51,000$ 0$
Ped & Bike Path Maintenance ‐ Annual Asset Maintenance Account 14,006$ 14,006$ (0)$
Pedestrian and Bicycle Pathway ‐ Annual Asset Maintenance Account 20,000$ 14,225$ 5,775$
Pedestrian Crossing Improvements 40,000$ 32,092$ 7,908$
Pedestrian Crosswalk Beacon on Ramona 50,000$ 15,000$ 35,000$
Pedestrian Safety Improvements on Monterey at Buena Vista 30,000$ 10,848$ 19,152$
Pest Control (91578)17,500$ 7,120$ 10,380$
Pismo/Johnson/SL Creek Bank Stabilization 60,000$ 46,823$ 13,177$
Playground Equipment Replacement ‐ Annual Asset Maintenance Account 157,145$ ‐$ 157,145$
Police Patrol Replacement ‐ 1536 75,000$ 13,344$ 61,656$
Police Patrol SUV ‐ 1507 65,000$ 940$ 64,060$
Police Patrol SUV ‐ 1511 65,000$ 940$ 64,060$
Police Station Replacement 190,685$ 187,210$ 3,475$
Prado Road Bridge Widening 427,780$ 427,780$ ‐$
Prado Road Interchange 500,000$ ‐$ 500,000$
Radio Handhelds (91583)87,619$ ‐$ 87,619$
Railroad District Boardwalk Replacement 1,214$ 1,165$ 49$
Roadway Sealing 2020 1,110,630$ 1,110,513$ 117$
Roundabout Public Art Installations 300,000$ ‐$ 300,000$
Sidewalk Annual Asset Maintenance Account 491,268$ 170,655$ 320,613$
South Broad Street Improvements 1,229,562$ 1,229,562$ ‐$
South Street Median Landscaping 255,000$ 34,475$ 220,525$
Storm Drains Annual Asset Maintenance Account 1,124,314$ 130,138$ 994,176$
Street Lights ‐ Annual Asset Maintenance Account 217,500$ 72,238$ 145,262$
Street Reconstruction and Resurfacing ‐ Annual Asset Maintenance Accoun 4,707,310$ 420,287$ 4,287,023$
Swim Center Co‐generation Plant (91653) 85,000$ 1,501$ 83,500$
Traffic Safety Implementation 164,467$ 14,998$ 149,469$
Traffic Signs and Striping Maintenance 77,066$ 1,191$ 75,875$
Transportation Safety and Operations 65,000$ 44,320$ 20,680$
Urban Forest ‐ Annual Asset Maintenance Account Cap‐X 665,797$ 350,797$ 315,000$
Water Distribution Fire Hydrants 40,000$ ‐$ 40,000$
TOTAL 34,923,096$ 15,547,327$ 19,375,769$
* Includes carryover budget from prior years
21
Revenue Enhancement Oversight Commission
Agenda Report Meeting Date: 10/28/2021
Item Number: 5
DATE: October 28, 2021
FROM: Brigitte Elke, Finance Director
Prepared By: Natalie Harnett, Principal Budget Analyst
SUBJECT: 2020-21 ANNUAL COMMUNITY REPORT AND CITIZEN OVERSIGHT
MEETING
RECOMMENDATIONS
1. Discuss concepts and provide direction for the 2020-21 Annual Community Report; and
2. Appoint two Commissioners to serve on a subcommittee to assist in the development of the report;
3. Discuss the 2021-22 Annual Citizen Oversight Meeting.
DISCUSSION
Chapter 3.15 of the Municipal Code (Essential Services Transactions [Sales] and Use Tax) includes
specific citizen oversight and fiscal accountability provisions. These provisions include an annual
community report and annual citizen oversight meeting:
Annual Community Report. A written report shall be reviewed at a public hearing by the Revenue
Enhancement Oversight Commission, and a summary will be provided annually to every household
in the community detailing how much revenue is being generated by the measure and how funds are
being spent (MC 3.15.040.E).
Annual Citizen Oversight Meeting. An invitation will be extended each year to the entire
community inviting them to participate in a forum to review and discuss the use of the revenue
generated by this measure. City staff will also be available to meet with any group that requests a
specific briefing with their members to discuss and answer questions about the revenues generated
by the measure and their uses (MC 3.15.040.F).
Annual Community Report
The annual community report is produced based on revenues and expenditures from the previous fiscal
year. The most recent report was published for Fiscal Year 2019-20 (Attachment 1). This report included:
1. An update regarding the economic impacts of the COVID-19 pandemic.
2. Background of the sales tax measure
3. Local Revenue Measure Ballot Language (Measure G)
4. Revenue overview including historic data
5. How Local Revenue Measure funds were used including Project Spotlight descriptions and
photography
6. Planned Local Revenue Measure uses for the following year
7. Detailed Local Revenue Measure project and services along with expenditures
22
City of San Luis Obispo, Title, Subtitle
City of San Luis Obispo, Title, Subtitle
Item #5 2020‐21 Annual Community Report and Citizen Oversight Meeting
8. REOC members
The REOC could consider concepts and provide any direction on ways to enhance this report for the
public. Some previous improvements included:
1. Adding more storytelling spotlights including project photography
2. Replacing some of the narrative with infographics
3. Revising the look and feel to align with City style guide standards
4. Switching to a landscape format to allow for easy reading on a computer.
Recommendations for the 2020-21 report are:
1. Include a section on the ongoing economic impacts of the COVID-19 pandemic.
2. Maintain the style from the new & improved 2019-20 report – easy to read, in line with City
branding, will help develop consistency, received positive feedback
3. Include timeline of initiatives/projects pipeline – add dates, additional projects
4. Photos and names of REOC members
The City will be using a professional designer to design the report. The Annual Community Report-in-
Brief will be included in City utility bills after it is presented at the Annual Citizen Oversight Meeting
in April 2022.
Annual Citizen Oversight Meeting
The Annual Citizen Oversight Meeting is intended to provide an opportunity for the public to learn about
how funds generated from the Local Revenue Measure were spent and provide feedback and input. The
meeting satisfies the obligations identified in City’s Municipal Code related to the Local Revenue
Measure (MC 3.15.040.F).
When the Annual Citizen Oversight Meeting occurs in the same year as the development of the City’s
two-year financial plan, the meeting is included as a part of the biennial Community Forum, a joint
meeting with the City Council, and is associated with the financial plan development process. The 2020-
21 Annual Community Report preparation falls during the first year of the 2021-23 Financial Plan;
therefore the Annual Citizen Oversight Meeting will be held as a standalone meeting in April 2022.
23
LOCAL REVENUE MEASURE
ANNUAL COMMUNITY REPORT
Fiscal Year 2019–20
CITY OF SAN LUIS OBISPO
HOW DID WE SPEND REVENUES?
PAGE 6
Read about how Local Revenue Measure funds
were spent in 2019-2020.
SOUTH BROAD STREET IMPROVEMENTS
PAGE 8
Learn about our project that included asphalt replacement,
new curb ramps, striping and bicycle safety improvements.
1
PROJECT SPOTLIGHT
Islay Hill Park
The Local Revenue Measure funded the replacement of
the playground equipment and pathways at Islay Hill Park.
The project also included new shade structures over the
play areas, picnic tables and a hydration station.
24
2
This report highlights the revenue and uses of the Local Revenue
Measure for the time frame beginning July 2019 and ending June
2020. Due to the economic impacts of the COVID-19 pandemic,
Local Revenue Measure revenues were lower than originally
projected. To offset the loss in revenues, the City reduced and
deferred non-essential services and non-critical infrastructure
projects while prioritizing essential City services such as public
safety and emergency response.
The Revenue Enhancement Oversight Commission (REOC)
will continue its oversight role on the use of the Local Revenue
Measure to support accountability and public engagement
efforts. The Local Revenue Measure continues to be a vital
resource to deliver the community’s highest priorities and support
San Luis Obispo’s economic stability, recovery and resiliency.
Community members can learn more about the Local Revenue
Measure by visiting www.slocity.org/localrevenue.
ANNUAL COMMUNITY REPORT: COVID-19 IMPACTS
Local Revenue Measure funding was used for preliminary steps
toward securing a conservation easement for the Miossi Brothers La
Cuesta Ranch, which is the next phase of the project following the
acquisition of the 266-acre Miossi Open Space in 2018-19.
25
3
The Local Revenue Measure – also known as Measure G – is a one-
half percent local sales tax approved by City voters in November
2006. It protects and maintains essential services and facilities, such
as open space preservation, bike lanes and sidewalks, public safety,
neighborhood street paving and code enforcement, flood protection,
senior programs, and other vital services and capital improvement
projects. These community spending priorities help guide the Citizens’
Revenue Enhancement Oversight Commission (REOC) when making
recommendations to the Council about Local Revenue Measure uses.
The Council uses the REOC’s input, and additional public feedback,
to prioritize use of the Local Revenue Measure funding as part of
the City’s two-year financial planning process. The Local Revenue
Measure (Measure G-20) was renewed and extended at a one and
half-percent rate in November 2020.
WHAT IS THE LOCAL REVENUE MEASURE?
The Local Revenue Measure funded patrol officers and
a Sergeant, including the Downtown Bicycle Officers.
Downtown patrol has been instrumental in being a visual
deterrent and enforcement option in the downtown core
to keep residents, businesses and visitors safe.
This image was taken following all health and safety guidelines to
reduce the spread of COVID-19.
26
4
“To protect and maintain essential services and facilities – such as
open space preservation; bike lanes and sidewalks; public safety;
neighborhood street paving and code enforcement; flood protection;
senior programs; and other vital services and capital improvement
projects – shall the City’s Municipal Code be amended to extend
the current one-half percent local sales tax for eight years, with
independent annual audits, public goal setting and budgeting, and a
Citizens’ Oversight Commission?”
LOCAL REVENUE BALLOT MEASURE (MEASURE G)
Sinsheimer Pool Upgrades: The project consisted
of the removal and replacement of the therapy pool’s
plaster interior and other minor improvements to
current public pool standards. New tiling, depth
markers, stainless steel grabrail steps, underwater
lights and an ADA compliant lift were also added.
27
5
Local one-half percent sales tax revenue totaled $7.7 million in 2019-20, which added approximately 13 percent to the general fund.
The Local Revenue Measure has generated more than $87.1 million since its original adoption in November 2006.
REVENUES
Open Space Rangers: The Local Revenue Measure
funded two Ranger positions. The Rangers helped
maintain over 4,000 acres of open space and 55
miles of trails. They also led open space hikes with
community members.
0
$2M
$4M
$6M
$8M
$10M
FISCAL YEAR (July 1-June 30)
2019–20
$7.7M
$6.5M $6.8M
$7.1M $7.2M $7.4M $7.5M
$8.4M
2012–13 2013–14 2014–15 2015–16 2016–17 2017–18 2018–19
0
$2M
$4M
$6M
$8M
$10M
FISCAL YEAR (July 1-June 30)
2019–20
$7.7M
$6.5M $6.8M
$7.1M $7.2M $7.4M $7.5M
$8.4M
2012–13 2013–14 2014–15 2015–16 2016–17 2017–18 2018–19 28
24%
PUBLIC SAFETY
$1.7 million
6USES 2019–20
2019-20 Local Revenue Measure funds were used on the following Council-adopted priorities:
15%
PARKS AND RECREATION/
SENIOR PROGRAMS AND
FACILITIES
$1 million
4%
OPEN SPACE PRESERVATION
$270,000
10%
FLOOD PROTECTION
$670,000
12%
BICYCLE AND PEDESTRIAN
IMPROVEMENTS
$871,000
2%
TRAFFIC CONGESTION
RELIEF/SAFETY
IMPROVEMENTS
$160,000
4%
CODE ENFORCEMENT
$310,000
2%
OTHER VITAL SERVICES
AND CAPITAL PROJECTS
$133,000
27%
NEIGHBORHOOD STREET PAVING
(INCLUDES IMPROVEMENTS TO BIKE LANES)
$1.9 million
Bob Jones Trail Sealing Project: As part
of the 2020 Roadway Sealing Project, a
section of the Trail received a slurry seal
and new striping
29
7USES 2019-20
For every
$1 of revenue
generated by the Local Revenue
Measure, approximately
70¢ is paid by visitors
and
30¢ is paid by City residents
(This information was based on 2019 data and
may change in the current and future fiscal
years due to the impacts of the COVID-19
pandemic on our community.)
Operating Uses ($2.2M) // 32%
Capital Uses ($4.8M) // 68%
To fund positions that provide services
Examples of these costs include funding for positions such as police officers, open space rangers
and flood control staff.
To fund construction and investment in equipment
Examples of capital expenditures were the South Broad Street Improvements, a conservation
easement for the Miossi Brothers La Cuesta Ranch, and the Islay Hill Park Playground.
Local Revenue Measure uses fall into two categories: operating programs and capital programs.
Bullock Lane storm drain: The project replaced a corrugated
metal pipe culvert (CMP) crossing at Bullock Lane. The CMP
culvert was at risk of imminent failure due to pipe corrosion.
In addition to a new culvert pipe, the project included
installation of a concrete headwall and rock slope
protection features to guard against major storm events.
30
8PROJECT SPOTLIGHT
As the main route to the San Luis Obispo County Airport, surrounding
neighborhoods, shopping and the Damon Garcia Sports Fields,
South Broad Street is used by pedestrians, bicyclists and vehicles.
The project included the removal of failing asphalt pavement and
replacement with a new asphalt section to meet the demands for a
variety of modes of transportation using South Broad Street.
The project also included the construction of six new curb ramps
and substantial roadway striping changes to improve bicycle safety.
South Broad Street Improvements
Specific bicycle improvements included the
installation of buffered bike lanes as well
as the narrowing of vehicle travel lanes to
increase bike lane widths.
31
9
The Local Revenue Measure is a critical revenue source for community investment and economic recovery due to the impacts of COVID-19. The
City is committed to completing projects that maintain infrastructure and support the delivery of essential services to residents and businesses.
PLANNED LOCAL REVENUE MEASURE USES
2020 ROADWAY SEALING
(IMPROVEMENTS TO 82 ROADS
SPANNING 19 MILES)
COMPLETED OCTOBER 2020
PAVEMENT AND PEDESTRIAN
SAFETY IMPROVEMENTS ON
HIGUERA STREET
MAY 2021
PEDESESTRIAN
CROSSING
IMPROVEMENTS
SUMMER 2021
MIOSSI OPEN
SPACE OPENS
TO THE PUBLIC
SPRING 2021
RAILROAD SAFETY
TRAIL (TAFT TO
PEPPER STREETS)
SUMMER 2021
MARSH ST BRIDGE
COMPLETED JANUARY 2021
Public Safety Radio Tower: The project consisted
of the removal and replacement of the existing radio
shelter, antenna poles and generator to power the
facility in case of an emergency or loss of power. A new
100’ radio tower was built to boost signal reception for
public safety personnel responding to calls for service.
32
10
OPERATING PROGRAMS CAPITAL PROJECTS
PROJECT TITLE 2019–20
(BUDGET)
2019–20
(ACTUAL)
2019–20
(BUDGET &
CARRYOVER*)
2019–20
(ACTUAL)
Urban Forest Maintenance 175,797 35,663
Laguna Lake Dredging and Sediment Management Project Implementation 19,977 14,316
Open Space - Annual Asset Maintenance Account 59,993 17,709
Open Space Acquisition 68,189 55,342
Ranger Services (Ranger Staffing: FTE= 2) 146,474 146,474
Subtotal 146,474 146,474 323,956 123,030
New Street Lights 76,101 26,079
Bicycle Facility Improvements 16,403 16,359
Railroad Safety Trail: Taft Street to Pepper Street 230,261 83,623
Sidewalk Replacement 169,707 142,836
Downtown Renewal 286,096 280,801
Active Transportation Plan 100,146 75,114
Anholm Neighborhood Greenway Plan - Phase 1 46,045 45,672
Transportation Planning and Engineering
(Engineer, Active Transportation Manager: FTE=1.6)
200,678 200,678
Subtotal 200,678 200,678 924,759 670,484
OPEN SPACE PRESERVATION
BICYCLE AND PEDESTRIAN IMPROVEMENTS
CITY OF SAN LUIS OBISPO // LOCAL REVENUE MEASURE SUMMARY // FOR THE FISCAL YEAR ENDED JUNE 30, 2020
33
11CITY OF SAN LUIS OBISPO // LOCAL REVENUE MEASURE SUMMARY // FOR THE FISCAL YEAR ENDED JUNE 30, 2020
OPERATING PROGRAMS CAPITAL PROJECTS
Transportation Safety & Operations Improvement 9,196 9,196
Traffic Safety Report Implementation 32,587 4,118
Neighborhood Traffic Improvements 94,094 37,079
Signal and Light Maintenance (Technician: FTE=1) 109,598 109,598
Subtotal 109,598 109,598 135,877 50,393
TRAFFIC CONGESTION RELIEF / SAFETY IMPROVEMENTS
OPERATING PROGRAMS CAPITAL PROJECTS
PROJECT TITLE 2019–20
(BUDGET)
2019–20
(ACTUAL)
2019–20
(BUDGET &
CARRYOVER*)
2019–20
(ACTUAL)
The Signal & Streetlight Technician operates and maintains traffic signals
and streetlights on City streets to ensure safe and efficient traffic flow
through intersections and provide well-lit streets and neighborhoods.
34
12CITY OF SAN LUIS OBISPO // LOCAL REVENUE MEASURE SUMMARY // FOR THE FISCAL YEAR ENDED JUNE 30, 2020
IT Public Safety Replacements & Improvements 442,287 116,087
Handheld and Vehicle Radio Replacement 203,000
City Firewall Replacement 154,863 154,856
Facility Parking Lot Maintenance 120,000 21,051
Police Station Replacement Study 160,310 47,022
Fire Station 4 Emergency Backup Generator 100,877 76,681
Emergency Dispatch Center DataAire Replacement 136,563 136,563
Community Safety Emergency Response Communication Equipment 516,855 237,059
Public Safety Surveillance Camera 3,435 3,435
Police Patrol Vehicle Replacements (5) 263,000 253,704
Police Station Building Maintenance and Improvements 17,500 9,310
Fire Stations Building Maintenance 101,100 12,390
Patrol Services (Officers, Sergeant: FTE = 4) 613,991 613,991
Subtotal 613,991 613,991 2,219,790 1,068,159
OPERATING PROGRAMS CAPITAL PROJECTS
PROJECT TITLE 2019–20
(BUDGET)
2019–20
(ACTUAL)
2019–20
(BUDGET &
CARRYOVER*)
2019–20
(ACTUAL)
PUBLIC SAFETY
The Local Revenue Measure is used to
replace aging vehicles and equipment,
including five Police patrol vehicles.
35
South Broad Street Improvements 1,229,562 1,229,562
Street Reconstruction and Resurfacing - Annual Asset Maintenance Account 430,438 96,677
Marsh Street Bridge Replacement 725,089 357,964
Streets and Sidewalk Maintenance (Maintenance Worker, Project Engineer:
FTE = 2)
178,017 178,017
Subtotal 178,017 178,017 2,385,089 1,684,203
13CITY OF SAN LUIS OBISPO // LOCAL REVENUE MEASURE SUMMARY // FOR THE FISCAL YEAR ENDED JUNE 30, 2020
OPERATING PROGRAMS CAPITAL PROJECTS
PROJECT TITLE 2019–20
(BUDGET)
2019–20
(ACTUAL)
2019–20
(BUDGET &
CARRYOVER*)
2019–20
(ACTUAL)
NEIGHBORHOOD STREET PAVING INCLUDES IMPROVEMENTS TO BIKE LANES
CODE ENFORCEMENT
Mission Plaza Railing Upgrades 19,836 19,836
(Code Enforcement Officers, Code Enforcement Techncian: FTE = 3) 289,863 289,863
Subtotal 289,863 289,863 19,836 19,836
The Local Revenue Measure funded two Code Enforcement Officer and one
Code Enforcement Technician positions focused on promoting health and
safety in neighborhoods and increasing awareness of City policies. Code
enforcement staff investigate potential building code and land use violations
and patrol for violations of property maintenance standards.
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Storm Drain System Replacement 332,367 32,999
Creek and Flood Protection (Collection System Personnel: FTE = 6) 636,534 636,534
Subtotal 636,534 636,534 332,367 32,999
14CITY OF SAN LUIS OBISPO // LOCAL REVENUE MEASURE SUMMARY // FOR THE FISCAL YEAR ENDED JUNE 30, 2020
OPERATING PROGRAMS CAPITAL PROJECTS
PROJECT TITLE 2019–20
(BUDGET)
2019–20
(ACTUAL)
2019–20
(BUDGET &
CARRYOVER*)
2019–20
(ACTUAL)
FLOOD PROTECTION
PARKS AND RECREATION / SENIOR PROGRAMS AND FACILITIES
Meadow Park Pedestrian Bridges and Pathways 263,187 239,867
Laguna Lake Golf Course Annual Maintenance 10,000 10,000
Parks Major Maintenance & Repairs 398,626 13,817
Mission Plaza Restroom Replacements and Enhancements 101,486 17,294
Swim Center Co-generation Plant 85,000 1,500
Islay Hill Park Playground Equipment Replacement 518,058 435,563
Swim Center Re-plaster Therapy Pool 121,170 121,170
Swim Center Building Maintenance and Equipment Replacement 18,978 13,557
Jack House Building Maintenance 57,500 12,750
City County Library Major Maintenance 110,420 110,356
Parks and Landscape Maintenance (Maintenance Worker: FTE = 1) 62,834 62,834
Subtotal 62,834 62,834 1,684,425 975,875
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15
City Facilities HVAC Replacements 99,005 66,779
Multisite Energy Management 32,600 7,770
Fleet Replacements - Annual Asset Maintenance 127,359 5,425
Facilities Annual Asset Maintenance Account 232,371 49,557
Undesignated Capital 3,455 3,455
Subtotal 494,790 132,986
TOTAL LOCAL REVENUE MEASURE USES 2,237,989 2,237,989 8,520,889 4,757,963
CITY OF SAN LUIS OBISPO // LOCAL REVENUE MEASURE SUMMARY // FOR THE FISCAL YEAR ENDED JUNE 30, 2020
OPERATING PROGRAMS CAPITAL PROJECTS
PROJECT TITLE 2019–20
(BUDGET)
2019–20
(ACTUAL)
2019–20
(BUDGET &
CARRYOVER*)
2019–20
(ACTUAL)
OTHER VITAL SERVICES AND CAPITAL PROJECTS
*Budget & Carryover includes unspent funds for planned, but not yet completed projects.
Funds will remain committed to those projects until completed.
The project replaced a section of sidewalk in front of
the businesses at 858 Higuera with new mission style
sidewalk and underground structural supports due to
the businesses’ basement underlying the sidewalk.
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16
Open Space Preservation, Bicycle and Pedestrian Improvements, Traffic Congestion Relief/Safety Improvements, Public Safety, Neighborhood Street
Paving, Code Enforcement, Flood Protection, Parks and Recreation/Senior Programs and Facilities, other Vital Services and Capital Projects.
PRIORITIES SET BY THE CITY COUNCIL FOR FY 2019–20 INCLUDE:
CITY OF SAN LUIS OBISPO
For more information, please visit:
www.slocity.org/budget
Design: AMF Media Group Photography: Kelly Donohue Photography Owen Main Photography City of San Luis Obispo
CITIZENS’ REVENUE ENHANCEMENT
OVERSIGHT COMMISSION
Volunteer Residents Serve on the
Commission
The Revenue Enhancement Oversight
Commission (REOC) reviews, reports, and
makes recommendations directly to the
City Council regarding the revenue and
expenditures of the City’s general purpose,
half-percent sales tax. The REOC consists
of five members, who must be residents and
registered voters of the City.
Matt Quaglino
Commissioner
Jeannette McClure
Chair
Tony Skapinsky
Commissioner
Jim Hamari
Vice Chair
Christopher Ellwood
Commissioner
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