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HomeMy WebLinkAbout11-20-2025 REOC Agenda Packet Revenue Enhancement Oversight Commission AGENDA Thursday, November 20, 2025, 5:00 p.m. City Hall, 990 Palm Street, San Luis Obispo The Revenue Enhancement Oversight Commission holds in-person meetings. Zoom participation will not be supported. Attendees of City Council or Advisory Body meetings are eligible to receive one hour of complimentary parking; restrictions apply, visit Parking for Public Meetings for more details. INSTRUCTIONS FOR PUBLIC COMMENT: Public Comment prior to the meeting (must be received 3 hours in advance of the meeting): Mail - Delivered by the U.S. Postal Service. Address letters to the City Clerk's Office at 990 Palm Street, San Luis Obispo, California, 93401. Email - Submit Public Comments via email to advisorybodies@slocity.org. In the body of your email, please include the date of the meeting and the item number (if applicable). Emails will not be read aloud during the meeting. Voicemail - Call (805) 781-7164 and leave a voicemail. Please state and spell your name, the agenda item number you are calling about, and leave your comment. Verbal comments must be limited to 3 minutes. Voicemails will not be played during the meeting. *All correspondence will be archived and distributed to members, however, submissions received after the deadline may not be processed until the following day. Public Comment during the meeting: Meetings are held in-person. To provide public comment during the meeting, you must be present at the meeting location. Electronic Visual Aid Presentation. To conform with the City's Network Access and Use Policy, Chapter 1.3.8 of the Council Policies & Procedures Manual, members of the public who desire to utilize electronic visual aids to supplement their oral presentation must provide display-ready material to the City Clerk by 12:00 p.m. on the day of the meeting. Contact the City Clerk's Office at cityclerk@slocity.org or (805) 781-7114. Pages 1.CALL TO ORDER Chair Bozzano will call the Regular Meeting of the Revenue Enhancement Oversight Commission to order. 2.PUBLIC COMMENT FOR ITEMS NOT ON THE AGENDA The public is encouraged to submit comments on any subject within the jurisdiction of the Revenue Enhancement Oversight Commission that does not appear on this agenda. Although the Commission will not take action on items presented during the Public Comment Period, the Chair may direct staff to place an item on a future agenda for discussion. 3.CONSENT 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 Revenue Enhancement Oversight Commission to pull an item for discussion. The public may comment on any and all items on the Consent Agenda within the three-minute time limit. 3.a CONSIDERATION OF MINUTES - MAY 8, 2025 REVENUE ENHANCEMENT OVERSIGHT COMMISSION MINUTES 5 Recommendation: To approve the Revenue Enhancement Oversight Commission Minutes of May 8, 2025. 4.BUSINESS ITEMS 4.a OFFICER ELECTIONS Recommendation: 1. Elect a Chairperson and Vice-Chairperson to serve one year terms 4.b FY 2024-25 Revenue Review 7 Recommendation: 1. Receive and file a report on revenue performance through Fiscal Year 2024-25 4.c FY 2023-24 Annual Community Report 9 Recommendation: 1. Direct staff to publish the FY 2023-24 Annual Community Report and Report in Brief 5.STAFF AND COMMISSIONER ANNOUNCEMENTS 5.a STAFF UPDATES 5.b COMMISSIONER UPDATES 6.ADJOURNMENT The next Regular Meeting of the Revenue Enhancement Oversight Commission will be scheduled in Spring, 2026 in the Council Hearing Room at City Hall, 990 Palm Street, San Luis Obispo. LISTENING ASSISTIVE DEVICES are available -- see the 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) 781-7114 at least 48 hours before the meeting, if possible. Telecommunications Device for the Deaf (805) 781-7410. Agenda related writings or documents provided to the Revenue Enhancement Oversight Commission are available for public inspection on the City’s website, under the Public Meeting Agendas web page: https://www.slocity.org/government/mayor-and-city-council/agendas-and- minutes. Meeting video recordings can be found on the City’s website: http://opengov.slocity.org/WebLink/Browse.aspx?id=61028&dbid=0&repo=CityCl erk Page 4 of 26 1 Revenue Enhancement Oversight Commission Minutes May 8, 2025, 5:00 p.m. City Hall, 990 Palm Street, San Luis Obispo REOC Commissioners Present: Chair Bozzano, Commissioner Gardner, Commissioner Johnson Absent: Commissioner Skapinsky, Commissioner McCarthy _____________________________________________________________________ 1. CALL TO ORDER A Regular Meeting of the San Luis Obispo Revenue Enhancement Oversight Commission was called to order on May 8, 2025 at 5:00 p.m. at City Hall, 990 Palm Street, San Luis Obispo, by Chair Bozzano. 2. PUBLIC COMMENT FOR ITEMS NOT ON THE AGENDA No Public Comment 3. CONSENT 3a. CONSIDERATION OF MINUTES – MARCH 20, 2025 REVENUE ENHANCEMENT OVERSIGHT COMMISSION MINUTES Motioned By Commissioner Gardner Seconded By Commissioner Johnson To approve the Revenue Enhancement Oversight Commission Minutes of March 20, 2025. Ayes (3): Chair Bozzano, Commissioner Gardner, Commissioner Johnson 4. BUSINESS ITEMS 4a. 2025-27 FINANCIAL PLAN RECOMMENDATIONS Motioned By Commissioner Gardner Seconded By Commissioner Johnson Page 5 of 26 2 Ayes (3): Chair Bozzano, Commissioner Gardner, Commissioner Johnson To recommend the staff proposed budget allocations to the City Council. 5. STAFF AND COMMISSIONER UPDATES 5.a STAFF UPDATES No updates 5.b COMMISSIONER UPDATES No updates 6. Adjournment The meeting was adjourned at 6:15 p.m. The next Regular Meeting of the Revenue Enhancement Oversight Commission will be scheduled November 20th, 2025 at 5:00 p.m. in the Council Hearing Room at City Hall, 990 Palm Street, San Luis Obispo Page 6 of 26 Local Revenue Measure Performance Review Fiscal Year 2024-25 Introduction The Local Revenue Measure (LRM) is a transactions and use tax approved at its current rate by voters in 2020 and in place since April 2021. As a tax on consumption, its performance responds to changes in economic conditions and can be cyclical. This report details the performance of the Local Revenue Measure since the first full year it was in place, Fiscal Year 2021-22. The report also provides a brief summary of fund balance and projections for the Local Revenue Measure fund. FY 2024-25 Performance vs Budget The table below provides an overview of actual LRM revenue compared to budget and prior year actuals: This cyclical revenue stream was expected to rebound after several years of tepid growth. Shortly after supplemental budget adoption for FY 2024-25, these expectations were revised downwards. In February 2025, the City’s sales tax consultants projected that this line item would miss budget by $1.3M. While the FY 2024-25 result is lower than budget, it is also not as low as previously feared, and, at +1.1% higher than the prior year, indicates that the local economy is still growing on a nominal basis. The table below visualizes recent sales tax trends and the FY 2025-26 budget: FY 2023-24 FY 2024-25 FY 2025-26 Local Revenue Measure Actual Budget Actual Variance %Budget Revenue 30,597,288 31,855,000 30,926,285 (928,715) -3%31,572,000 YoY Change 1%4%1%--2% $29.2M $30.4M $30.6M $30.9M $31.6M $0.0M $5.0M $10.0M $15.0M $20.0M $25.0M $30.0M $35.0M FY 2021-22 FY 2022-23 FY 2023-24 FY 2024-25 FY 2025-26B LRM Trend Page 7 of 26 The LRM remains under pressure from macroeconomic conditions and even the modest growth forecasted in the 2025-27 Financial Plan may prove elusive. The FY 2025-26 budget assumes year over year growth of +2%, below the inflationary rate and in line with recent trends. However, the City’s consultants have advised that consumer discretionary spending is under pressure and the City’s sales tax revenue may underperform expectations once again. Fund Balance The table below details the balance of the Local Revenue Measure Fund as of June 30, 2025: The LRM fund ended FY 2023-24 with a balance of approximately $1.8M. Because staff became aware of a potential revenue shortfall in FY 2024-25, that balance was not recommended for appropriation. After the revenue shortfall of $0.9M in FY 2024-25, a fund balance of $0.8M remains. Once again, staff recommend that this balance be retained to offset the potential revenue shortfall rather than appropriated for expenditures. Local Revenue Measure Fund Balance Beginning Balance:1,776,828 +Favorable / (Unfavorable) Revenue Performance:(928,715) Ending Balance 848,113 Page 8 of 26 PROJECT SPOTLIGHTS PAGE 9 Learn about the City's milestone projects that included the North Broad Street Park, Cheng Park revitalization, curb ramp installations, and more. HOW WAS IT SPENT? PAGE 6 Read about how Local Revenue Measure funds were spent in FY 2023-24 LOCAL REVENUE MEASURE ANNUAL COMMUNITY REPORT Fiscal Year 2023-24 CITY OF SAN LUIS OBISPO 1Page 9 of 26 The Local Revenue Measure funds annual pavings projects which also include improvements to pedestrian and bicycling infrastructure. WHAT IS THE LOCAL REVENUE MEASURE?2 The Local Revenue Measure is a 1.5 percent local sales tax approved by City voters in November 2020 and went into effect on April 1, 2021. It replaced the previous 0.5 percent local sales tax approved by City voters in November 2006. It helps protect and maintain operating services and public infrastructure identified by the community such as public safety, creek protection, addressing homelessness, keeping public areas safe and clean, retaining local businesses, youth/senior services, streets, open space/natural areas and other vital services and facilities. Page 10 of 26 3 The Local Revenue Measure helps fund road work that makes city streets and pedestrian crossings safer for the community. WHAT IS THE LOCAL REVENUE MEASURE? OPERATING USES: $7.0M I 21% To fund positions that provide community services Examples of operating expenditures include funding for positions such as police officers, open space rangers, and firefighters. CAPITAL USES: $26.7M I 79% To fund construction and investment in equipment Examples of capital expenditures include the North Broad Street Park construction and the Annual Paving Project Local Revenue Measure expenditures fall into two categories: operating programs and capital programs Page 11 of 26 LOCAL REVENUE MEASURE BALLOT MEASURE (MEASURE G20)4 The Local Revenue Measure helps fund park improvements to be enjoyed by all. "To protect the 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¢ (1.5%) rate, providing approximately $21,600,000 annually until ended by voters; requiring audits/ all funds used locally." Page 12 of 26 WHERE YOUR SALES TAX DOLLARS GO 5 The total sales tax rate of 8.75% in San Luis Obispo is shared between the City (2.5%), the State (6%), and the County Transportation Fund (0.25%). The Local Revenue Measure ensures that your sales tax dollars are spent locally. Learn more at https://cdtfa.ca.gov/industry/local-and-district-retailer-taxes/local-tax.htm Page 13 of 26 $0.8M 2% $0.4M Economic Development 1% $5.5M Other Vital Services and Capital Projects 16% $1.6M Open Space 5% $3.9M Creeks and Flood Protection 11% $1.6M Youth & Senior Services and Recreation Facilities 5% $0.8M 2% $6.9M Community Safety 20%36% Street Maintenance and Transportation* $12.1M LOCAL REVENUE MEASURE USES IN 2023-24 Local Revenue Measure funds were used according to the following priorities: The Local Revenue Measure funded important projects and operations citywide 6 *Projects listed in the "Street Maintenance and Transportation" category also include significant bicycle and pedestrian improvements. Safe and Clean Public AreasAddress Homelessness $0.5M Financial Stability 2% Page 14 of 26 PROJECT SPOTLIGHT 7 Park features include shaded picnic tables, climbing structures, and community planters North Broad Street Park In August 2024, the City completed the North Broad Street Park, which provided recreational opportunities for a neighborhood with limited access to parks. The park was built on the site of a community garden and maintains garden beds for community members. Other park features include bike racks, a playground, a walking path with lighitng, picnic tables, a hydration station with pet fountain, a shade structure and covered seating area, and a large grassy field. Before: After: Page 15 of 26 SERVICE SPOTLIGHT 8 The City partners with County Behavioral Health, social service agencies, and local non-profit organizations to connect the City’s most vulnerable residents to resources and services. Homelessness Response Homelessness Response remains a top community identified priority for the City. While the City does not provide direct services to individuals, the Local Revenue Measure funds positions on the Community Action Team (CAT) and Mobile Crisis Unit (MCU) whose goal is to connect individuals experiencing homelessness with service providers and permanent housing opportunities. Page 16 of 26 PLANNED AND RECENTLY COMPLETED LOCAL REVENUE MEASURE USES 9 The Local Revenue Measure is a critical revenue source for community investment. The City is committed to completing projects that maintain infrastructure and support the delivery of essential services to residents and businesses. Ongoing Paving Projects Ongoing Curb Ramps March 2024 Cheng Park Ongoing Mission Plaza Concept Plan August 2024 North Broad Street Park November 2023 Creek Bank Stabilization Page 17 of 26 Add a subheading LOCAL REVENUE MEASURE SUMMARY FOR THE FISCAL YEAR ENDED JUNE 30, 2024 10 Page 18 of 26 11 LOCAL REVENUE MEASURE SUMMARY FOR THE FISCAL YEAR ENDED JUNE 30, 2024 Page 19 of 26 12 LOCAL REVENUE MEASURE SUMMARY FOR THE FISCAL YEAR ENDED JUNE 30, 2024 Page 20 of 26 13 LOCAL REVENUE MEASURE SUMMARY FOR THE FISCAL YEAR ENDED JUNE 30, 2024 Page 21 of 26 14 LOCAL REVENUE MEASURE SUMMARY FOR THE FISCAL YEAR ENDED JUNE 30, 2024 Page 22 of 26 15 LOCAL REVENUE MEASURE SUMMARY FOR THE FISCAL YEAR ENDED JUNE 30, 2024 Page 23 of 26 Page 24 of 26 The Local Revenue Measure - also known as Measure G-20 is a one-and-a-half percent (1.5%) local sales tax approved by City voters in November 2020 to replace an existing one-half-percent (0.5%) local sales tax. It supports and maintains essential services and facilities, such as open space preservation, public safety, street maintenance including multi-modal transportation improvements, flood protection, senior programs, and other services and capital improvement projects vital to a thriving community. The adopted community spending priorities help guide the Citizens' Revenue Enhancement Oversight Commission (REOC) when making recommendations to the City 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 plan process. WHAT IS THE LOCAL REVENUE MEASURE? ANNUAL COMMUNITY REPORT IN BRIEF Fiscal Year 2023-24 This report in brief highlights the revenue and uses of the Local Revenue Measure in Fiscal Year 2023-24. The REOC will continue its oversight role on the use of the Local Revenue Measure to support accountability, transparency, 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. FY 2023-24 Local Revenue Measure funds were used on the following Council-adopted priorities: Addressing Homelessness Cheng Park Addressing housing and homelessness in our community is a Council adopted Major City Goal. The City collaborates with local non-profit partners, non-governmental agencies, the county, the state, and federal governments to advocate for increased funding and implementation of comprehensive and effective strategies to prevent and reduce homelessness. The Local Revenue Measure is an important funding source for the City's homelessness response efforts. One of the major uses of Local Revenue Measure is for the maintenance of City infrastructure, including roads, parks, and public facilities. The Local Revenue Measure also helps fund the vehicles and equipment necessary to maintain the infrastructure. All City streets are swept on a regular basis. Visit the City's interactive website to see the street sweeping schedule: https://www.slocity.org/living/maps/street-sweeping Cheng Park was designed in 2005 and transformed an empty City lot at the corner of Marsh and Santa Rosa in the City’s downtown. At nearly 20 years old, the park was in need of revitalization and the Local Revenue Measure was used to fund restoration, replacement, or repair of park features including landscaping, irrigation, and the pond. The project also added solar lighting and ADA accessible items like handrails in the park’s gazebo. SPENDING HIGHLIGHTS Asset Maintenance 20% STREET MAINTENANCE AND TRANSPORTATION* - $12.1M 16% 36%5% 11% 5% *Projects listed in the "Street Maintenance and Transportation" category also include significant bicycle and pedestrian improvements. COMMUNITY SAFETY - $6.9M OTHER VITAL SERVICES AND CAPITAL PROJECTS - $5.5M CREEKS AND FLOOD PROTECTION - $3.9M YOUTH/SENIOR SERVICES AND RECREATION FACILITIES - $1.6M OPEN SPACE - $1.6M 2% ADDRESS HOMELESSNESS - $0.8M 2% 2% 1% SAFE AND CLEAN PUBLIC AREAS - $0.8M FINANCIAL STABILITY - $0.5M ECONOMIC DEVELOPMENT - $0.4M Page 25 of 26 Streets Resurfacing and Reconstruction The Local Revenue Measure helps fund the annual resurfacing and reconstruction of local streets. Specific roadway improvements for FY 2023-24 included the 2023 Arterials Paving Projects on Orcutt Road and Monterey Street, featuring improved curb ramps and pedestrian crossing features. REVENUE Local sales tax revenue totaled $30.6 million in FY 2023-24, accounting for approximately one fourth of general fund revenue. The Local Revenue Measure has generated nearly $200 million since its original adoption in November 2006. The Local Revenue Measure funds over 50 full-time positions and is the primary funding source for the vehicles and equipment used to keep the City safe and clean. $30.6M PROJECT SPOTLIGHT Operating Uses ($7.0M // 21%) – To fund positions that provide community services Examples of these costs include funding for positions such as police officers, open space rangers and firefighters. The Local Revenue Measure also funds critical supplies, materials, and other operating costs. Capital Uses ($26.7M // 79%) – To fund construction and investment in infrastructure & equipment Examples of capital expenditures include construction of projects like the North Broad Street Park as well as the maintenance of City road and park infrastructure. North Broad Street Park In August 2024, the City completed the North Broad Street Park. This location was previously home to a community garden in a neighborhood with no parks nearby. Thanks to funding from the Local Revenue Measure, the site now includes bike racks, a playground, a walking path with lighting, picnic tables, a hydration station with pet fountain, shade structure and covered seating area, and a large grassy field. The new park also preserves the original use with 12 community garden beds, including six ADA compliant accessible beds. CITY OF SAN LUIS OBISPO // View the full report at: https://www.slocity.org/government/open-government/city-budget/local-revenue-measure USES OF FUNDS Page 26 of 26