RESOLUTION NO. __-24
RESOLUTION OF THE CITY COUNCIL OF THE CITY OF EL CAJON
AUTHORIZING SUBMISSION OF AN APPLICATION FOR THE
ENERGY EFFICIENCY AND CONSERVATION BLOCK GRANT PROGRAM
WHEREAS, the Department of Energy is establishing Formula Grant Application Instructions and Management Information for the Infrastructure Investment and Jobs Act ("IIJA") Energy Efficiency and Conservation Block Grant ( "EECBG") Program, including (1) Administrative and Legal Requirements Document ; (2) IIJA Formula Allocations to States, Local Governments and Indian Tribes ; (3) IIJA Application Checklist ; (4) IIJA EECBG Program Pre -Award Information Sheet ; and (5) IIJA Energy Ef ficiency and Conservation Strategy Templates; and
WHEREAS, the EECBG Program assists eligible states, units of local government, and Indian Tribes (the "Eligible Entities") in implementing strategies to: (1) reduce fossil fuel emissions in a manner that is environmentally sustainable and, to the maxim um extent practicable, maximizing benefits for local and regional communities; (2) reduce the total energy use of the Eligible Entities; (3) improve energy efficiency in the transportation sector, the building sector, and other appropriate sectors; and (4) build a clean and equitable energy economy that prioritizes disadvantaged communities and promotes equity and inclusion in workforce opportunities and deployment activities, consistent with the Justice40 Initiative
; and
WHEREAS, the City of El Cajon (the "City") has prepared an application for grant funds for the purchase and installation of video detection cameras at major intersections in the City for synchronization of traffic signals to aid in reducing the number of stops and delays, thus reducing vehicle emissions; and
WHEREAS, if awarded, the City will receive $155,020 in federal grant funds; and
WHEREAS, the project is exempt from the California Environmental Quality Act ("CEQA") pursuant to State CEQA Guideline section 15301 as it is a minor alteration of an existing public facility involving negligible or no expansion of an existing use.
NOW, THEREFORE, BE IT RESOLVED by the City Council of the City of El Cajon as follows:
1. The City Council hereby authorizes City staff to submit an application for the Energy Efficiency and Conservation Block Grant Program.
2. The City Council hereby authorizes the City Manager to execute any agreement, and amendments thereto, and further authorizes the City Manager, or such person designated by the City Manager to execute such other documents necessary to accept the funds, in s uch form approved by the City Manager, as approved by the City Attorney.
3. The City Manager is further authorized to accept, appropriate, and expend the grant funds in the amount of $155,020.00 for the purchase and installation of video detection cameras at major intersections in the City for the purpose of reducing vehicle emissions through synchronization of traffic signals.
05/14/24 CC Meeting
Reso – Auth to Apply for Energy Efficiency & Conservation Block Grant 043024
Public Works
City of El Cajon ● 200 Civic Center Way ● El Cajon, CA 92020 (619) 441-1653 ● Fax (619) 441-5254
www.cityofelcajon.us
DATE: April 29, 2024
Authorized Applicant Assurance Letter
Department of Energy
Reference: Energy Efficiency and Conservation Block Grant - DE- FOA-0002882 CDFA Number 81.128
To Whom It May Concern:
Please consider this letter as my certification that Graham Mitchell, City Manager, has been appointed to represent the City of El Cajon and is the contact for the City of El Cajon, which is authorized to receive funds, and implement the Energy Efficiency and Conservation Block Grant Program for the above referenced grant. The contact information is below:
NAME: Graham Mitchell
EMAIL: [email protected]
PHONE: 619-441-1716
Sincerely,
(Graham Mitchell)
The Valley of Opportunity
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Public Works
City of El Cajon ● 200 Civic Center Way ● El Cajon, CA 92020 (619) 441-1653 ● Fax (619) 441-5254
www.cityofelcajon.us
DATE: April 29, 2024
Davis-Bacon Assurance Letter
U.S. Department of Energy
Reference: Energy Efficiency and Conservation Block Grant – DE- FOA-0002882 CFDA No. 81.128
To Whom It May Concern,
Please consider this letter written assurance that all laborers and mechanics on projects funded directly by or assisted in whole or in part by and through funding appropriated by the Infrastructure, Investment, and Jobs Act will be paid wages at rates not less than those prevailing on projects of a character similar in the locality as determined by Subchapter IV of Chapter 31 of Title 40, United States Code (Davis-Bacon Act).
Sincerely,
(Graham Mitchell)
The Valley of Opportunity
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EECBG Program PRE-AWARD INFORMATION SHEET
Each Energy Efficiency and Conservation Block Grant (EECBG) Program recipient shall provide the following information on behalf of itself and all subrecipients and certify that the information is accurate and complete.
Recipients may choose to provide this information in whatever format they like, as this form is optional.
EECBG Program recipients representing local and tribal entities may select from two options: 1) a grant or 2) a voucher for techni cal as sistance and/or equipment rebates. EECBG Program recipients choosing a grant must provide data requested in sections 1 through 8 below. EECBG Program recipients choosing a voucher may skip sections 4 through 7. Please submit your completed document to [email protected].
SECTION 1: CONT ACT & L OCATION INFORMATION (All recipients) Recipient Name:
UEI:
Business Officer
(BO):
BO Phone
Number:
BO
Email:
Project Director/
Principal
Investigator (PI):
PI Phone
Number:
PI
Email:
Note: PI is the designated primary point of contact for the EECBG grant, such as the Project or Program Manager.
Business Officer is the authorized individual responsible for financial management of the EECBG grant.
Additionally, UEI number is required for grant applicants, but not for voucher applicants.
A. TYPE OF ORGANIZATION – Please indicate the type of organization of the Recipient by selecting one of the following:
☐ Local Government
☐ Tribal Government
☐ State
☐ Territory
B. LOCATION AND CONGRESSIONAL DISTRICT
List t
he address and Congressional(s) district for the primary location where the grant will be performed.
Street Address:
City:
State:
Zip:
Congressional District(s):
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SECTION 2: GRANT OR VOUCHE R (All recipients)
EECBG Program recipients representing local and tribal entities must select whether to rec eive their EECBG Program award in the form of a grant or a voucher for technical assistance and/or equipment rebates. Please indicate your choic e here. All States & Territories must select “Grant.” (Select one option) [response to this question is non-binding] ☐ Voucher for Technical Assistance
☐ Voucher for Equipment Rebate
☐ Voucher for both Technical Assistance and Equipment Rebate ☐ Grant
SECTION 3:
BUSINESS ASSURANCES (All recipients)
A. DISCLOSURE OF POTENTIAL IMPROPRIETIES
Below, please disclose if any of the following conditions exi st. If the answer to any question (a) through (g) below is yes, p
rovide a detailed explanation in an attachment to this form. a. Is the proposed Recipient, Subrecipient(s), or
any of the Recipient’s or Subrecipient’s principals1 under investigation for or charged with a
covered offense2?
☐ Yes
☐ No
b. Has the proposed Recipient, Subrecipient(s), or any of the Recipient’s or Subrecipient’s principals been convicted of a covered offense in the last five years or had a civil judgment rendered against them for one of those offenses in that time period?
☐ Yes
☐ No
c. Is the proposed Recipient, Subrecipient(s), or any of the Recipient’s or Subrecipient’s principals under investigation for potential violation of U.S. export control laws and regulations, or has the proposed
Recipient, Subrecipient(s), or any of the Recipient’s or Subrecipient’s principals been convicted of any violations of U.S. export control laws and regulations? ☐ Yes
☐ No
d. Is the proposed Recipient or Subrecipient(s) under investigation for potential violations of the Drug-Free Workplace Act of 1988, or has the proposed Recipient or Subrecipient(s) been convicted of any violations of the Drug-Free Workplace Act of 1988?
☐ Yes
☐ No
1 For this form, “principal” means: (1) An officer, director, owner, partner, PI, or other person (as defined in 2 C.F.R. 180.95) within the Project Team with management or supervisory responsibilities related to this project and any resulting transaction; or (2) A consultant or other person, whether or not employed by the Recipient, Subrecipient, or their principals, or paid with Federal funds, who (a) is in a position to handle Federal funds, (b) is in a position to influence or control the use of those funds, or (c) occupies a technical or professional position capable of substantially influencing the development or outcome of an activity required to perform t he transaction, including but not limited to, any Co-PIs.
2 For this form, “covered offenses” include: (1) Commission of fraud or a criminal offense in connection with obtaining, attempting to obtain, or performing a public or private agreement or transaction; (2) Violation of Federal or State antitrust statutes, including those proscribing price fixing between competitors, allocation of customers between competitors, and bid rigging; (3) Commission of embezzlement, theft, forgery, bribery, falsification or destruction of records, making false statements, tax evasi on, receiving stolen property, making false claims, or obstruction of justice; or (4) Commission of any other offense indicating a lack of busines s integrity or business honesty that seriously and directly affects the Recipient’s present responsibility.
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e. Is the
proposed Recipient, Subrecipient(s), or any of the Recipient’s or Subrecipient’s principals under investigation for research misconduct, or has the proposed Recipient, Subrecipient(s), or the Recipient’s or Subrecipient’s principals been convicted of research misconduct? ☐ Yes
☐ No
f. Has any Federal Agency recommended or initiated proceedings against the proposed Recipient, Subrecipient(s), or the Recipient’s or Subrecipient’s principals for suspension or debarment, or is the proposed Recipient, Subrecipient(s), or the Recipient’s or Subrecipient’s principals debarred, suspended, publicly banned from doing business with the Federal government, or otherwise declared ineligible from receiving Federal Contracts, subcontracts or financial assistance? ☐ Yes
☐ No
g. Is the proposed Recipient or Subrecipient(s) delinquent on federal debt or insolvent or at risk of insolvency or have the proposed Recipient or Subrecipient(s) filed for bankruptcy in any domestic or foreign jurisdiction?
☐ Yes
☐ No
B. POTENTIAL
CONFLICTS OF INTEREST
1. Financial Conflicts of Interest. The Recipient must disclose in writing any managed or unmanageable financial conflicts of interest involving a member of the project team (i.e., Investigators) and include sufficient information to enable DOE to understand the nature and extent of the financial conflict, and to assess
the appropriateness of the non-Federal en tity's management plan. See Section V(b)(3) of the DOE Interim Conflict of Interest Policy. As part of this DOE funded project, does the recipient or any subrecipients have any managed or unmanageable financial conflicts of interest involving a member of the project team (i.e., Investigators)?
☐ No
☐ Yes. If yes, in a separate attachment, the Recipient must provide relevant disclosures/supporting documentation as
required by the DOE Interim Conflict of Interest Policy Section V(b)(3).
C. Organizational Conflicts of Interest3. The Recipient must disclose in writing any potential or actual organizational conflict of interest to DOE. See DOE Interim Conflict of Interest Policy Section VI and 2 CFR 200.318 for more information.
As part of this DOE funded project, does the recipient or any subrecipients intend to engage in a procurement with a parent, affiliate, or subsidiary organization that is
not a state, local government, or Indian tribe?
☐ No
☐ Yes. If yes, in a separate attachment, the Recipient must provide relevant disclosures/supporting documentation as
required by the DOE Interim Conflict of Interest Policy Section VI. **Recipients choosing a voucher may skip to Section 8** 3 Organizational Conflict of Interest means a situation where because of relationships with a parent company, affiliate, or subsidiary organization, the non-Federal entity is unable or appears to be unable to be impartial in conducting a procurement action involving a related organization. 2 CFR 200.318(c)(2).
Revised March 21, 2023
SECTION 4
: PAYMENT INFORMATION (Grant recipients only)
Provide (1) the awardee seven-digit ASAP (Automated Standard Application for Payment System) ID number that is under the DOE / Golden Field Office (GO) Agency Locator Code (ALC) and Region Code (#8900-0001-04) if available; (2) the name, phone number and email for the ASAP / Payments Contact Person; and (3) indicate whether the preferred payment method is by advance or reimbursement. Note: If ASAP number is not available, please leave field (1) blank and proceed with filling out (2) and (3).
1) ASAP Number:
2) ASAP/Payments Contact Person:
3) Indicate Preferred Payment Method:
SECTION 5: PERFORMANCE AND FINANCIAL INFORMATION REQUEST (Grant recipients only) Before pro
viding this information, please read the ADDITIONAL INFORMATION at the end of this form. Each field identified below must be completed.
1. Has the Recipi
ent had prior Federal awards? ☐ Yes ☐ No
If Yes:
I
s the
Recipient up to date on all reporting requirements on all other current and ☐ Yes ☐ No prior awards, including submitting acceptable final technical reports, with other Federal or non-Federal organizations? If you check No to this question, please attach an explanation.
2a. Has t he Re
cipient had an independent Single Audit or independent Compliance ☐ Yes ☐ No Audit per Federal regulations, or had a prior Defense Contract Audit Agency (DCAA) Audit performed? (Please see attached instructions regarding Independent Audit requirements.) 2b. H as the Rec
ipient undergone a Financial Audit within the last 3 years? ☐ Yes ☐ No If Yes to eit
her 2a. or 2b.:
a. A copy of the audit is attached to this form. ☐ Yes ☐ No b. An ele c
tronic copy of the audit was provided with application package. ☐ Yes ☐ No An electronic copy of the audit can be found at
If audit wa
s not provided, please explain why it has not been completed and/or provided:
3. Recipient’s fiscal year end date is
4a. Identi
fy the Federal Agency providing the preponderance of funding from ALL Government Awards which the Recipient’s organization is/was the prime recipient, including any DOE Awards.
Provide Agency name, Cognizant Agency point of contact (individual in charge of negotiating billing rates), phone number, and e-mail.
(If the Recipient’s organization has a DCAA contact, please provide this information in 4(c) below):
Agency:
Revised March 21, 2023
Payment by AdvancePayment by Advance Payment by Reimbursement
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Point of Contact:
Phone/Email:
4b. DCAA C
ontact Information:
DCAA Office:
Point of Contact:
Phone/Email:
SECTION 6
: FINANCIAL MANAGEMENT SYSTEM – ACCOUNTING SYSTEM SURVEY (Grant recipients only)
To qualif
y for Financial Assistance, compliance with 2 CFR 200 as amended by 2 CFR 910 is required. This includes assurance of an adequate accounting system for estimating, accounting, and billing for governmental funding received.
Please complete the checklist below as assurance of this requirement.
For additional information, please visit https://www.dcaa.mil. Please refer specifically to the “Pre-award Accounting System Adequacy Checklist” under CUSTOMERS-->Checklists and Tools.
Yes No NA
1. Is the Accounting System in accordance with Generally Accepted Accounting Principles applicable to the circumstances and associated applicable Federal regulations? ☐ ☐ ☐
2. Accounting System provides for:
a. Segregation of direct costs from indirect costs. ☐ ☐ ☐ b. Identif
ication and accumulation of direct costs by project. ☐ ☐ ☐ c. A logical and consistent method for the allocation of indirect costs to intermediate and final cost objectives. (Project line items are final cost objective) ☐ ☐ ☐ d. Accumu
lation of costs under general ledger control. ☐ ☐ ☐
e. A timekeeping system that identifies employees’ labor by intermediate and final cost objective (i.e., project level, division level). ☐ ☐ ☐ f. A labor distribution system that charges direct and indirect labor to appropriate cost objectives. ☐ ☐ ☐
g. Interim (at least monthly) determination of costs charged to a project through routine posting of books of account. ☐ ☐ ☐
h. Excluding costs charged to Government projects which are not allowable in terms of FAR 31, Contract Cost Principles and Procedures, or other provisions. ☐ ☐ ☐ i. Identification of costs by project line item and by units (as if each unit or line item were a separate project) if required by the proposed award. ☐ ☐ ☐
3. Is the Accounting System designed, and are the records maintained in such a manner that adequate, reliable data are developed for use in developing cost proposals? ☐ ☐ ☐
4. Is the Accounting System currently in full operation? ☐ ☐ ☐ Revised March 21, 2023
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SECTION 7: REPRESENTATION/CERTIFICATION (Grant re cipients only) Cert
ification of the information is required by the organization’s authorized representative ☐ I certify that I have registered in the System for Award Management (SAM). ☐ I certify that I have registered in FedConnect.net in order to receive award documentation. ☐ I certify that all subrecipient cost information has been reviewed, and that all subrecipient costs are reasonable, allowable, and allocable in accordance with the applicable cost principles. All subrecipient budget documents should be available upon DOE request.
☐ I certify that all direct costs proposed in the application (under the personnel, travel, equipment, supplies, contractual, construction, and/or other direct costs categories) are direct to the project and are not duplicated in the proposed indirect costs.
☐ I certify that the processes undertaken to solicit any subrecipients, subawards, subcontracts and vendors comply with our organization’s written procurement procedures as outlined in “Procurement Standards” 2 CFR 200.317 through 2 CFR 200.326 inclusive.
☐ I certify the Recipient:
(1) Has in effect an up to date, written, and enforced administrative process to identify and manage conflicts of interest with respect to all projects for which financial assistance funding is sought or received from DOE; (2) S hall promote and enforce Investigator compliance with DOE’s Interim Conflict of Interest (COI) Policy's requirements including those pertaining to disclosure of significant financial interests; (3) Shall manage financial conflicts of interest and provide initial and ongoing financial conflicts of interest reports to DOE;
(4) Agrees to make information available, promptly upon request, to DOE relating to any Investigator disclosure of financial interests and the Recipient’s review of, and response to, such d isclosure, whether or not the disclosure resulted in the Recipient’s determination of a financial conflict of interest; and (5) Shall fully comply with the requirements of the DOE Interim COI Policy.
SECTI
ON 8: SIGNATURES (All recipients)
I, the A
uthorization Official named below, represent by my signature that I am authorized to certify this information on behalf of the Recipient. I certify to the best of my knowledge and belief that the information contained in this Pre- Award Information Sheet is true, complete and accurate. I understand that any false, fictitious, or fraudulent information, misrepresentations, half-truths, or omissions of any material fact, may subject me to criminal, civil or administrative penalties for fraud, false statements, false claims or otherwise. (18 U.S.C. §§ 1001 and 287, and 31 U.S.C. 3729-3730 and 3801-3812). I further understand and agree that (1) the statements and representations made herein are material to DOE’s funding decision, and (2) I have a responsibility to update the disclosures during the period of performance of the award should circumstances change which impact the responses provided above.
Name:
Title:
Signature of Authorized
Official:
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Date:
I, the Principal Investigator named below, certify to the best of my knowledge and belief that the information contained in this Pre-Award Information Sheet is true, complete and accurate. I understand that any false, fictitious, or fraudulent information, misrepresentations, half-truths, or omissions of any material fact may subject me to criminal, civil, or administrative penalties for fraud, false statements, false claims or otherwise. (18 U.S.C. §§ 1001 and 287, and 31 U.S.C. 3729-3730 and 3801-3812). I further understand and agree that (1) the statements and representations made herein are material to DOE’s funding decision, and (2) I have a responsibility to update the disclosures during the period of performance of the award should circumstances change which impact the responses provided above.
Name:
Title:
Signature of Principal
Investigator:
Date:
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ADDITIONAL INFORMATION
This in
formation will assist DOE in determining: 1) cognizance; 2) whether the Recipient has adequate internal financial and management controls; and 3) whether the Recipient has an adequate accounting system. Generally, cognizance means that an organization has a Federal oversight agency (cognizant agency). Cognizance of an organization is used for many purposes including: determining which agency is responsible for verifying correct allocation of indirect rates to incurred costs; issuing the Provisional and Final Indirect Rate Agreements; and ordering audits. Adequate internal controls and accounting systems are essential to ensure that the Recipient’s costs are correctly estimated, recorded, and billed. The Recipient has the responsibility to ensure that these systems are in place. The cognizant Agency has the responsibility for verifying these systems through audits or other methods.
For additional information, please visit https://www.dcaa.mil. Please refer specifically to the “Pre-award Accounting System Adequacy Checklist” under CUSTOMERS-->Checklists and Tools.
Cognizance is determined by TOTAL Federal award/contract dollars received by the Recipient/Contractor from all Federal agencies. This information is used to determine which Federal agency has the largest preponderance of funding and is cognizant. Once a Federal agency assumes cognizance for a contractor, it should remain cognizant for at least 5 years to ensure continuity and ease of administration.
Cogniza
nce related duties are the responsibility of the Cognizant Federal Agency (CFA). The CFA is the Federal agency (e.g., Department of Defense, Department of Energy, Navy, etc.) that provided the preponderance (largest amount) of funding for your awards, across all federal agencies. It is very important to confirm that you work with the correct office.
General Rule of Thumb: Department of Health & Human Services (DHHS) is usually the CFA for Universities, Cities, States, and Counties. DHHS cognizance is not usually transferred.
If it is determined that the D epartment of Energy/Golden Field Office (GO) is the Cognizant Federal Office, the Recipient will have the following ANNUAL responsibilities:
1. Submit
a Certified Annual Incurred Cost Claim (ICE Model – see #3 below) to the GO Cost/Price mailbox ([email protected]). This should represent the total organization's costs (representing the Company General Ledger), not just the Recipient’s DOE award(s).
2. Due Date: 180 days after the Recipient’s fiscal year end.
3. For an example of the ICE Model, please visit https://www.dcaa.mil. Under “CUSTOMERS->Che cklists and Tools”, click on ICE (Incurred Cost Electronically) Model and download the ICE model.
Once the information is received, GO will have the responsibility of providing your organization with an annual indirect rate agr
eement. This indirect rate must be used on all Federal grants and contracts.
If it is determined that GO is not t he Cognizant Federal Office, the Recipient should contact the Cognizant Office for additional instructions.
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ANNUAL AUDIT REQUIREMENTS
Independent (Single & Compliance) Audit Requirements
2 CFR 200, Section F located at:
http://www.ecfr.gov/cgi-bin/text-
idx?SID=6e187b05cfeca4f534c659f20983b14e&mc=true&node=pt2.1.200&rgn=div5 For-Profits: 2 CFR 910, Section F located at:
http://www.ecfr.gov/cgi-bin/text-idx?node=pt2.1.910&rgn=div5 Below are excerpts from Section F.
Audit requirements.
(a) Audit required. A non-Federal entity that expends $750,000 or more during the non-Federal entity's fiscal year in Federal awards must have a single (program-specific, not applicable for For-Profits) or compliance audit conducted for that year in accordance with the provisions of this part. (b) Si ngl
e audit. A non-Federal entity that expends $750,000 or more during the non-Federal entity's fiscal year in Federal awards must have a single audit conducted in accordance with §200.514 - Scope of audit except when it elects to have a program-specific audit conducted in accordance with paragraph (c) of this section. (b) C om
pliance audit. (1) If a for-profit entity has one or more DOE awards with expenditures of $750,000 or more during the for-profit entity's fiscal year, they must have a compliance audit for each of the awards with $750,000 or more in expenditures. A compliance audit should comply with the applicable provisions in §910.514—Scope of Audit.
The remaining awards do not require, individually or in the aggregate, a compliance audit. (c) Program-specific audit election. (Not applicable to For-Profits). When an auditee expends Federal awards under only one Federal program (excluding R&D) and the Federal program's statutes, regulations, or the terms and conditions of the Federal award do not require a financial statement audit of the auditee, the auditee may elect to have a program-specific audit conducted in accordance with §200.507 Program-specific audits. A program-specific audit may not be elected for R&D unless all of the Federal awards expended were received from the same Federal agency, or the same Federal agency and the same pass-through entity, and that Federal agency, or pass-through entity in the case of a subrecipient, approves in advance a program-specific audit. (d) Exemption when Federal awards expended are less than $750,000. A non-Federal entity that expends less than $750,000 during the non-Federal entity's fiscal year in Federal awards is exempt from Federal audit requirements for that year, except as noted in §200.503 Relation to other audit requirements, but records must be available for review or audit by appropriate officials of the Federal agency, pass-through entity, and Government Accountability Office (GAO).
(e) Federally Funded Research and Development Centers (FFRDC). Management of an auditee that owns or operates a FFRDC may elect to treat the FFRDC as a separate entity for purposes of this part. (f) Subrecipients and Contractors. An auditee may simultaneously be a recipient, a subrecipient, and a contractor.
Federal awards expended as a recipient or a subrecipient are subject to audit under this part. The payments received for goods or services provided as a contractor are not Federal awards. Section §200.331 Subrecipient and contractor determinations sets forth the considerations in determining whether payments constitute a Federal award or a payment for goods or services provided as a contractor.
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(g) Compliance responsibility for contractors. In most cases, the auditee's compliance responsibility for contractors is only to ensure that the procurement, receipt, and payment for goods and services comply with Federal statutes, regulations, and the terms and conditions of Federal awards. Federal award compliance requirements normally do not pass through to contractors. However, the auditee is responsible for ensuring compliance for procurement transactions which are structured such that the contractor is responsible for program compliance or the contractor's records must be reviewed to determine program compliance. Also, when these procurement transactions relate to a major program, the scope of the audit must include determining whether these transactions are in compliance with Federal statutes, regulations, and the terms and conditions of Federal awards. (h) For-p
rofit subrecipient. Since this part does not apply to for-profit subrecipients, the pass-through entity is responsible for establishing requirements, as necessary, to ensure compliance by for-profit subrecipients. The agreement with the for-profit subrecipient must describe applicable compliance requirements and the for-profit subrecipient's compliance responsibility. Methods to ensure compliance for Federal awards made to for-profit subrecipients may include pre-award audits, monitoring during the agreement, and post-award audits. See also §200.332 Requirements for pass-through entities.
Revised March 21, 2023
August 2005
U.S. DEPARTMENT OF ENERGY
FINANCIAL ASSISTANCE
CERTIFICATIONS AND ASSURANCES
FOR USE WITH SF 424
Applicant:
Solicitation No.: DE-
The following certifications and assurances must be completed and submitted with each application for financial assistance. The name of the person responsible for making the certifications and assurances must be typed in the signature block on the forms.
Certifications Regarding Lobbying; Debarment, Suspension and Other Responsibility Matters; and Drug Free Workplace Requirements
DOE F 1600.5, Assurance of Compliance Nondiscrimination in Federally Assisted Programs
CERTIFICATIONS REGARDING LOBBYING;
DEBARMENT, SUSPENSION AND OTHER RESPONSIBILITY MATTERS;
AND DRUG FREE WORKPLACE REQUIREMENTS
Applicants should refer to the regulations cited below to determine the certification to which they are required to attest. Applicants should also review the instructions for certification included in the regulations before completing this form. Signature of this form provides for compliance with certification requirements under 10 CFR Part 601 "New Restrictions on Lobbying," 10 CFR Part 606 "Governmentwide Debarment and Suspension (Nonprocurement) and 10 CFR Pa rt 607 “ Governmentwide Requirements for Drug-Free Workplace (Grants)." The certifications shall be treated as a material representation of fact upon which reliance will be placed when the Department of Energy determines to award the covered transaction, grant, or cooperative agreement.
1. LOBBYING
The undersigned certifies, to the best of his or her knowledge and belief, that:
(1) No Federal appropriated funds have been paid or will be paid, by or on behalf of the undersigned, to any person for influencing or attempting to influence an officer or employee of any agency, a Member of Congress, an officer or employee of Congress, or an employee of a Member of Congress in connection with the awarding of any Federal contract, the making of any Federal grant, the making of any Federal loan, the entering into of any cooperative agreement, and the extension, continuation, renewal, amendment, or modification of any Federal contract, grant, loan, or cooperative agreement.
(2) If any funds other than Federal appropriated funds have been paid or will be paid to any person for influencing or attempting to influence an officer or employee of any agency, a Member of Congress, an officer or employee of Congress, or an employee of a Member of Congress in connection with this Federal contract, grant, loan, or cooperative agreement, the undersigned shall complete and submit Standard Form-LLL, "Disclosure Form to Report Lobbying," in accordance with its instructions.
(3) The undersigned shall require that the language of this certification be included in the award documents for all subawards at all tiers (including subcontracts, subgrants, and contracts under grants, loans, and cooperative agreements) and that all subrecipients shall certify and disclose accordingly.
This certification is a material representation of fact upon which reliance was placed when this transaction was made or entered into.
Submission of this certification is a prerequisite for making or entering into this transaction imposed by section 1352, title 31, U.S. Code.
Any person who fails to file the required certification shall be subject to a civil penalty of not less than $10,000 and not more than $100,000 for each such failure.
2. ADDITIONAL LOBBYING REPRESENTATION
Applicant organizations which are described in section 501(c)(4) of the Internal Revenue Code of 1986 and engage in lobbying activities after December 31, 1995, are not eligible for the receipt of Federal funds constituting an award, grant, or loan.
As set forth in section 3 of the Lobbying Disclosure Act of 1995 as amended, (2 U.S.C. 1602), lobbying activities are defined broadly to include, among other thins, contacts on behalf of an organization with specified employees of the Executive Branch and Congress with regard to Federal legislative, regulatory, and program administrative matters.
Check the appropriate block:
The applicant is an organization described in section 501(c)(4) of the Internal Revenue Code of 1986? Yes No
If you checked “Yes” above, check the appropriate block:
The applicant represents that after December 31, 1995 it has has not engaged in any lobbying activities as defined in the Lobbyi ng Disclosure Act of 1995, as amended.
3. DEBARMENT, SUSPENSION, AND OTHER RESPONSIBILITY MATTERS
(1) The prospective primary participant certifies to the best of its knowledge and belief, that it and its principals:
(a) Are not presently debarred, suspended, proposed for debarment, declared ineligible, or voluntarily excluded from covered transactions by any Federal department or agency;
(b) Have not within a three-year period preceding this proposal been convicted of or had a civil judgment rendered against them for commission of fraud or a criminal offense in connection with obtaining, attempting to obtain, or performing a public (Federal, State or local) transaction or contract under a public transaction; violation of Federal or State antitrust
statutes or commission of embezzlement, theft, forgery, bribery ; falsification or destruction of records, making false statements, or receiving stolen property;
(c) Are not presently indicted for or otherwise criminally or civilly charged by a gover nmental entity (Federal, State or local) with commission of any of the offenses enumerated in paragraph (1)(b) of this certification; and
(d) Have not within a three -year period preceding this application/proposal had one or more public transactions (Fe deral, State or local) terminated for cause or default.
(2) Where the prospective primary participant is unable to certify to any of the statements in this certification, such prospecti ve participant shall attach an explanation to this proposal.
4. DRUG-FREE WORKPLACE
This certification is required by the Drug -Free Workplace Act of 1988 (Pub.L. 100 -690, Title V, Subtitle D) and is implemented through additions to the Debarment and Suspension regulations, published in the Federal Register on January 31, 1989, and May 25, 1990.
ALTERNATE I (GRANTEES OTHER THAN INDIVIDUALS)
(1) The grantee certifies that it will or will continue to provide a drug-free workplace by:
(a) Publishing a statement notifying employees that the unlawful manufacture, distribution, dispensing, possession, or use of a controlled substance is prohibited in the grantee's workplace and specifying the actions that will be taken against employees for violation of such prohibition;
(b) Establishing an ongoing drug-free awareness program to inform employees about:
(1) The dangers of drug abuse in the workplace;
(2) The grantee's policy of maintaining a drug-free workplace; (3) Any available drug counseling, rehabilitation, and employee assistance programs; and (4) The penalties that may be imposed upon employees for drug abuse violations occurring in the workplace;
(c) Making it a requirement that each employee to be engaged in the performance of the grant be given a copy of the statement required by paragraph (a);
(d) Notifying the employee in the statement required by paragraph (a) that, as a condition of employment under the grant, the employee will:
(1) Abide by the terms of the statement; and
(2) Notify the employer in writing of his or her conviction for a violati on of a criminal drug statu te occurring in the workplace not later than five calendar days after such conviction;
(e) Notifying the agency, in writing, within ten calendar days after receiving notice under subparagraph (d)(2) from an employee or otherwis e receiving actual notice of such conviction. Employers of convicted employees must provide notice, including position title, to every grant officer or other designee on whose grant activity the convicted employee was working, unless the Federal agency has designated a central point for the receipt of such notices. Notice shall include the identification number(s) of each affected grant;
(f) Taking one of the following actions, within 30 calendar days of receiving notice under subparagraph (d)(2), with r espect to any employee who is so convicted:
(1) Taking appropriate personnel action against such an employee, up to and including termination, consistent with the requirements of the Rehabilitation Act of 1973, as amended; or (2) Requiring such employ ee to participate satisfactorily in a drug abuse assistance or rehabilitation program approved for such purposes by a Federal, State or local health, law enforcement, or other appropriate agency;
(g) Making a good faith effort to continue to maintain a drug- free workplace through implementation of paragraphs (a),(b),(c),(d),(e), and (f).
(2) The grantee may insert in the space provided below the site(s) for the performance of work done in connection with the specific grant:
Place of Performance: (Street address, city, county, state, zip code)
Check if there are workplaces on file that are not identified here.
ALTERNATE II (GRANTEES WHO ARE INDIVIDUALS)
(1) The grantee certifies that, as a condition of the grant, he or she will not engage in the unlawful manufacture, distribution, dispensing, possession, or use of a controlled substance in conducting any activity with the grant.
(2) If convicted of a criminal drug offense resulting from a violation occurring during the conduct of any grant activity, he or she will report the conviction, in writing, within 10 calendar days of the conviction, to every grant officer or other designee, unless the Federal agency designates a central point for the receipt of such notices. When notice is made to such a central point, it shall include the identification number(s) of each affected grant.
5 . SIGNATURE
As the duly authorized representative of the applicant, I hereby certify that the applicant will comply with the above certifications.
Name of Applicant:
Printed Name and Title of
Authorized Representative:
SIGNATURE DATE
DOE F 1600.5 U.S. Department of Energy OMB Control No.
(06-94)
All Other Editions are Obsolete Assurance of Compliance 1910-0400
Nondiscrimination in Federally Assisted Programs
OMB Burden Disclosure Statement
Public reporting burden for this collection of information is estimated to average 15 minutes per response, inclu ding the time for reviewing instructions, searching existing data sources, gathering and maintaining the data needed, and completing and reviewing the co llection of information. Send comments regarding this burden estimate or any other aspect of this coll ection of information, including suggestions for reducing this burden, to Office of Information Resources Management Policy, Plans, and Oversight, Records Management Division , HR- 422 - GTN, Paperwork Reduction Project (1900 -0400), U.S. Department of Energy , 1000 Independence Avenue, S.W., Washington, DC 20585; and to the Office of Management and Budget (OMB), Paperwork Reduction Project (1900-0400), Washington, DC 20503.
(Hereinafter called the “Applicant”)
HEREBY AGREES to comply with Title VI of the Civil Rights Act of 1964 (Pub. L.88-352), Section 16 of the Federal Energy Administration Act of 1974 (Pub.L.93-275), Section 401 of the Energy Reorganization Act of 1974 (Pub.L.93-438), Title IX of the Education Amendments of 1972, as amended (Pub.L.92-318, Pub.L.93-568, and Pub.L.94-482), Section 504 of the Rehabilitation Act of 1973 (Pub.L.93 -112), the Age Discrimination Act of 1975 (Pub.L.94-135), Title VIII of the Civil Rights Act of 1968 (Pub.L.90-284), the Department of Energy Organization Act of 1977 (Pub.L.95-91), and the Energy Conservation and Production Act of 1976, as amended (Pub.L.94-385) and Title 10, Code of Federal Regulations, Part 1040. In accordance with the above laws and regulations issued pursuant thereto, the Applicant agrees to assure that no person in the United States shall, on the ground of race, color, national origin, sex, age, or disability, be excluded from participation in, be denied the benefits of, or be otherwise subjected to discrimination under any program or activity in which the Applicant receives Federal assistance from the Department of Energy.
Applicability and Period of Obligation
In the case of any service, financial aid, c overed employment, equipment, property, or structure provided, leased, or improved with Federal assistance extended to the Applicant by the Department of Energy, this assurance obligates the Applicant for the period during which Federal assistance is extended. In the case of any transfer of such service, financial aid, equipment, property, or structure, this assurance obligates the transferee for the period during which Federal assistance is extended. If any personal property is so provided, this assuran ce obligates the Applicant for the period during which it retains ownership or possession of the property. In all other cases, this assurance obligates the Applicant for the period during which the Federal assistance is extended to the Applicant by the Department of Energy.
Employment Practices
Where a primary objective of the Federal assistance is to provide employment or where the Applicant's employment practices affect the delivery of services in programs or activities resulting from Federal assistance extended by the Department, the Applicant agrees not to discriminate on the ground of race, color, national origin, sex, age, or disability, in its employment practices. Such employment practices may include, but are not limited to, recruitment advertising, hiring, layoff or termination, promotion, demotion, transfer, rates of pay, training and participation in upward mobility programs; or other forms of compensation and use of facilities.
Subrecipient Assurance
The Applicant shall require any individual, organization, or other entity with whom it subcontracts, subgrants, or subleases for the purpose of providing any service, financial aid, equipment, property, or structure to comply with laws cited above. To this end, the subrecipient shall be required to sign a written assurance form, however, the obligation or both recipient and subrecipient to ensure compliance is not relieved by the collection or submission of written assurance forms.
Data Collection and Access to Records
The Applicant agrees to compile and maintain information pertaining to programs or activities developed as a result of the Applicant's receipt of Federal assistance from the Department of Energy. Such information shall include, but is not limited to, the following: (1) the manner in which services are or will be provided and related data necessary for determining whether any persons are or will be denied such services on the basis of prohibited discrimination; (2) the population eligible to be served by race, color, national origin, sex, age, and disability; (3) data regarding covered employment including use or planned use of bilingual public contact employees serving beneficiaries of the program where necessary to permit effective participation by beneficiaries unable to speak or understand English; (4) the location of existing or proposed facilities connected with the program and related information adequate for determining whether the location has or will have the effect of unneces sarily denying access to any person on the basis of prohibited discrimination; (5) the present or proposed membership by race, color, national origin, sex, age, and disability, in any planning or advisory body which is an integral part of the program; and (6) any additional written data determined by the Department of Energy to be relevant to its obligation to assure compliance by recipients with laws cited in the first paragraph of this assurance.
DOE F 1600.5 OMB Control No.
(06-94)
All Other Editions are Obsolete 1910-0400
The Applicant agrees to submit requested data to the Department of Energy regarding programs and activities developed by the Applicant from the use of Federal assistance funds extended by the Department of Energy, Facilities of the Applicant (including the physical plants, building, or other structures) and all records, books, accounts, and other sources of information pertinent to the Applicant's compliance with the civil rights laws shall be made available for inspection during normal business hours on request of an offic er or employee of the Department of Energy specifically authorized to make such inspections. Instructions in this regard will be provided by the Director, Office of Ci vil Rights, U.S.
Department of Energy.
This assurance is given in consideration of and for the purpose of obtaining any and all Federal grants, loans, contracts (excluding procurement contracts), property, discounts or other Federal assistance extended after the date hereto, to the Applicants by the Departme nt of Energy, including installment payments on account after such data of application for Federal assistance which are approved before such date. The Applicant recognizes and agrees that such Federal assistance will be extended in reliance upon the representation and agreements made in this assurance and that the United States shall have the right to seek judicial enforcement of this assurance. This assurance is binding on the Applicant, the successors, transferees, and assignees, as well as the person(s) whose signature appears below and who are authorized to sign this assurance on behalf of the Applicant.
Applicant Certification
The Applicant certifies that it has complied, or that, within 90 days of the date of the grant, it will comply with all applicable requirements of 10 C.F.R. § 1040.5 (a copy will be furnished to the Applicant upon written request to DOE).
Designated Responsible Employee
( ) -
Name and Title (Printed to Typed) Telephone Number
Signature Date
( ) -
Applicant’s Name Telephone Number
Address: Date
Authorized Official:
President, Chief Executive Officer
or Authorized Designee
,
( ) -
Name and Title (Printed to Typed) Telephone Number
Signature Date
2-Statement of Work for Non-tribal Energy Efficiency and Conservation Block Grant (EECBG) Applicants with a Historic Preservation Programmatic Agreement1 (PA) Requesting Expedited Reviews for Projects with No Ground Disturbing Activities
Check applicable boxes. Note-All boxes must be checked to use this statement of work.
☐ I represent a non-tribal organization.
☐ If my organization funds any activities on tribal lands or tribal properties, I understand those activities would be restricted to homes/buildings less than forty-five (45) years old and without ground disturbance. My organization would contact the DOE Project Officer for a Historic Preservation Worksheet to request a review of activities that are listed below on tribal homes/buildings forty-five (45) years and older and/or ground disturbing activities. I understand the DOE NEPA team must review the Historic Preservation Worksheet and notify my DOE Project Officer before I may begin initiating activities reviewed on the Historic Preservation Worksheet.
☐ My organization is proposing no ground disturbing activities. ☐ My organization and proposed activities are located in AL, AK, AS, AZ, AR, CA, CO, CT,
DE, DC, FL, GA, HI, ID, IL, IN, IA, KS, KY, LA, ME, MD, MA, MI, MN, MP, MS, MO,
MT, NE, NV, NH, NJ, NM, NY, NC, ND, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VT, VA, WA, WV, WI, WY, or VI.
☐ I understand I am required to review the NEPA and Historic Preservation training website:
www.energy.gov/node/4816816 and contact my DOE Project Officer with any questions before initiating project activities.
☐ I understand I am required to review my NEPA determination (the DOE form that documents DOE’s environmental review of project activities) once I have an approved award from the DOE Contracting Officer. I will contact my DOE Project Officer with questions on my award documents.
☐
I understand I am required to review and comply with the requirements and restrictions of my Historic Preservation Programmatic Agreement found at:
https://www.energy.gov/node/812599 once I have an approved award from the DOE Contracting Officer. I will contact my DOE Project Officer with questions on my award documents.
☐ I understand I am required to submit an annual Historic Preservation Report in the Performance and Accountability for Grants in Energy system (PAGE). ☐
I understand if I propose activities not listed below, I must contact my DOE Project Officer who will review the proposal for program eligibility. Additional NEPA review will be required including the possible submission of an Environmental Questionnaire 1 form (EQ1). I will not initiate any activities without approval from the DOE Contracting Officer.
1 Determine if your project is located in a jurisdiction with a Historic Preservation Programmatic Agreement by checking this website: https://www.energy.gov/node/812599 .
By signing below, ______________________________________ (enter Applicant organization) provides assurance that it shall only fund projects (including subgrants) that fall within the Blueprints and Additional Activities listed below and will follow all restrictions defined below.
Blueprints and Additional Activities:
All proposed project activities and equipment funded from Administrative and Legal Requirements Documents (ALRD), and all proposed project activities and equipment funded under Financial Incentive Programs, must be listed below. Activities and equipment not listed below would require submission of an Environmental Questionnaire 1 form (EQ1).
This Statement of Work is organized around EECBG Program Blueprints. Applicants that plan to use a Blueprint should identify their selected Blueprint number and ensure that their proposed activities align with this Statement of Work. Applicants that do not plan to use a Blueprint may find that their proposed activities are covered under of one of the Blueprint headers or the “Additional Activities” section. Please review each item carefully to determine if proposed activities are included in this Statement of Work.
Blueprints:
1. Blueprint #1: Energy Planning, activities limited to:
a. Stakeholder engagement, education, and outreach.
b. Energy data collection to assist in reducing fossil fuel emissions, reducing total energy use, or improving energy efficiency, including to establish a baseline. c. Development of an energy vision, goals, and strategies. d. Writing, adopting, and/or publicizing an energy plan. e. Development of energy efficiency and conservation strategies, project-specific plans that may require feasibility studies, preparation of preliminary project design, outreach, and technical support to state agencies, local governments, and affected stakeholders. f. Development and implementation of programs and strategies to encourage energy efficiency and renewable energy such as policy development and stakeholder engagement.
2. Blueprint #2A: Funding commercially available, energy efficient, grid-interactivity, electrification and renewable energy upgrades; provided that projects adhere to the requirements of the respective applicant’s DOE executed Historic Preservation Programmatic Agreement (PA), are installed in or on existing buildings, do not require ground disturbance, tree removal or tree trimming, do not require structural reinforcement, and are limited to:
a. Building energy assessments.
b. Energy audits.
c. Installation of insulation.
d. Installation of energy efficient lighting and light poles (may be installed within a maintained utility easement if no trees are removed and no ground disturbed). e. HVAC upgrades to existing systems.
f. Weather sealing and duct sealing.
g. Purchase and installation of energy/water-efficient residential and commercial appliances and equipment (including, but not limited to, grid-interactive building technologies, energy or water monitoring and control systems, thermostats, heat pumps, air conditioners, and related software).
h. Retrofit of energy efficient pumps and motors (for such uses as, but not limited to, wastewater treatment plants) where it would not alter the capacity, use, mission, or operation of an existing facility.
i. Retrofit and replacement of windows and doors.
j. Installation of electric appliances (including replacement of appliances that utilize fossil fuels with electric appliances) such as heat pumps for water heating, air heating/cooling, electric dryers, and stoves.
k. Retrofit and installation of energy-efficient commercial kitchen equipment, such as efficient refrigerators, freezers, dishwashers.
l. Electrical system upgrades limited to electric panel upgrades, updated wiring and conduit, grounding, and arc-fault circuit interrupter (AFCI) and ground-fault circuit interrupter (GFCI) breakers.
3. Blueprint #2B: Energy Savings Performance Contracts for Efficiency and Electrification in Buildings, activities limited to:
a. Exploring potential future financing options.
b. Procurement of energy savings performance contractor and legal support/technical assistance.
c. Building energy efficiency project implementation and acceptance. Funding commercially available energy efficiency or renewable energy upgrades; provided that projects adhere to the requirements of the respective applicant’s DOE executed Historic Preservation Programmatic Agreement (PA), are installed in or on existing buildings, do not require ground disturbance, tree removal or tree trimming, do not require structural reinforcement, and are limited to:
i. Installation of insulation.
ii. Installation of energy efficient lighting and light poles (may be installed within a maintained utility easement if no trees are removed and no ground disturbed). iii. HVAC upgrades (to existing systems).
iv. Weather sealing and duct sealing.
v. Purchase and installation of energy/water-efficient residential and commercial appliances and equipment (including, but not limited to, grid-interactive building technologies, energy or water monitoring and control systems, thermostats, heat pumps, air conditioners, and related software).
vi. Retrofit of energy efficient pumps and motors (for such uses as, but not limited to, wastewater treatment plants) where it would not alter the capacity, use, mission, or operation of an existing facility.
vii. Retrofit and replacement of windows and doors.
viii. Installation of electric appliances (including replacement of appliances that utilize fossil fuels with electric appliances) such as heat pumps for water heating, air heating/cooling, electric dryers, and stoves.
ix. Retrofit and installation of energy-efficient commercial kitchen equipment, such as efficient refrigerators, freezers, dishwashers.
x. Electrical system upgrades limited to electric panel upgrades, updated wiring and conduit, grounding, and arc-fault circuit interrupter (AFCI) and ground-fault circuit interrupter (GFCI) breakers.
d. Post-implementation measurement & verification limited to data analysis (e.g.:
metering/usage/temperature), which may include monitoring devices installed on equipment, but not on buildings.
4. Blueprint #2C: Building Efficiency & Electrification Campaign, activities limited to:
a. Design of an electrification campaign, including assessing the market, defining campaign goals, and engaging stakeholders.
b. Design and execution of financial incentives, including rebates, grants, or financing mechanisms, to support building energy efficiency and electrification upgrades. All project activities funded under a financial incentive program must be listed within this statement of work.
c. Research and procurement of campaign partner, including necessary legal and technical support and assistance.
d. Development and implementation of communications plan and materials, including website development.
e. Program education, outreach, and advertising.
f. Building Energy Efficiency: Funding commercially available energy efficiency or renewable energy upgrades; provided that projects adhere to the requirements of the respective applicant’s DOE executed Historic Preservation Programmatic Agreement (PA), are installed in or on existing buildings, do not require ground disturbance, tree removal or tree trimming, do not require structural reinforcement, and are limited to:
i. Installation of insulation.
ii. Installation of energy efficient lighting and light poles (may be installed within a maintained utility easement if no trees are removed and no ground disturbed). iii. HVAC upgrades to existing systems.
iv. Weather sealing and duct sealing.
v. Purchase and installation of energy/water-efficient residential and commercial appliances and equipment (including, but not limited to, grid-interactive building technologies, energy or water monitoring and control systems, thermostats, heat pumps, air conditioners, and related software).
vi. Retrofit of energy efficient pumps and motors (for such uses as, but not limited to, wastewater treatment plants) where it would not alter the capacity, use, mission, or operation of an existing facility.
vii. Retrofit and replacement of windows and doors.
viii. Installation of electric appliances (including replacement of appliances that utilize fossil fuels with electric appliances) such as heat pumps for water heating, air heating/cooling, electric dryers, and stoves.
ix. Retrofit and installation of energy-efficient commercial kitchen equipment, such as efficient refrigerators, freezers, dishwashers.
x. Electrical system upgrades limited to electric panel upgrades, updated wiring and conduit, grounding, and arc-fault circuit interrupter (AFCI) and ground-fault circuit interrupter (GFCI) breakers.
5. Blueprint #2D: Building Performance Standards and Stretch Codes, activities limited to:
a. Stakeholder Engagement, education, and outreach.
b. Data collection and benchmarking.
c. Metric selection and target setting.
d. Determination of compliance and enforcement approach. e. Development and implementation of building codes, including inspection services, and associated activities to support code compliance and promote building energy efficiency.
6. Blueprint #3A: Solar and Battery Storage - Power Purchase Agreements and Direct Ownership, activities limited to:
a. Site assessment.
b. Project savings assessment.
c. Procurement & legal support.
d. Development, implementation, and installation of solar electricity/photovoltaic (PV) systems, provided that projects adhere to the requirements of the respective applicant’s DOE executed Historic Preservation Programmatic Agreement (PA), are installed in or on existing buildings, do not require ground disturbance, tree removal or tree trimming, do not require structural reinforcement, and are not to exceed 60 kW DC. e. Development and installation of energy storage systems, including electrochemical and thermal storage systems, provided that projects adhere to the requirements of the respective applicant’s DOE executed Historic Preservation Programmatic Agreement (PA), are installed in or on existing buildings, do not require ground disturbance, tree removal or tree trimming, do not require structural reinforcement, and are appropriately sized not to exceed 1,000 kWh.
7. Blueprint #3B: Community Solar, activities limited to:
a. Communications, program education, and promotion
b. Development, implementation, and installation of solar electricity/photovoltaic (PV) systems, provided that projects adhere to the requirements of the respective applicant’s DOE executed Historic Preservation Programmatic Agreement (PA), are installed in or on existing buildings, do not require ground disturbance, tree removal or tree trimming, do not require structural reinforcement, and are not to exceed 60 kW DC. c. Development and installation of energy storage systems, including electrochemical and thermal storage systems, provided that projects adhere to the requirements of the respective applicant’s DOE executed Historic Preservation Programmatic Agreement (PA), are installed in or on existing buildings, do not require ground disturbance, tree removal or tree trimming, do not require structural reinforcement, and are appropriately sized not to exceed 1,000 kWh.
d. Implementation of financial incentive programs including rebates; energy savings performance contracts, renewable energy sharing, or energy savings agreements for existing facilities; community solar credit sharing arrangements; grants and loans to support energy efficiency, renewable energy and energy saving projects. All project activities funded under a financial incentive program must be listed within this statement of work.
8. Blueprint #3C: Solarize Campaign, activities limited to:
a. Design of Solarize Campaign program details.
b. Stakeholder engagement through education and outreach. c. Procurement of solar installer/developer, legal, and technical support. d. Solarize program education, outreach, and advertising. e. Development, implementation, and installation of solar electricity/photovoltaic (PV) systems, provided that projects adhere to the requirements of the respective applicant’s DOE executed Historic Preservation Programmatic Agreement (PA), are installed in or on existing buildings, do not require ground disturbance, tree removal or tree trimming, do not require structural reinforcement, and are not to exceed 60 kW DC. f. Development and installation of energy storage systems, including electrochemical and thermal storage systems, provided that projects adhere to the requirements of the respective applicant’s DOE executed Historic Preservation Programmatic Agreement (PA), are installed in or on existing buildings, do not require ground disturbance, tree removal or tree trimming, do not require structural reinforcement, and are appropriately sized not to exceed 1,000 kWh.
g. Implementation of financial incentive programs including rebates; energy savings performance contracts, renewable energy sharing, or energy savings agreements for existing facilities; community solar credit sharing arrangements; grants and loans to support energy efficiency, renewable energy and energy saving projects. All project activities funded under a financial incentive program must be listed within this statement of work.
9. Blueprint #3D: Renewable Resource Planning, activities limited to:
a. Market assessment.
b. Stakeholder engagement.
c. Action Plan development and implementation, which may include resource planning and preliminary siting assessments, identification of financial options, and streamlining of permitting processes.
d. Development, implementation, and installation of solar electricity/photovoltaic (PV) systems, provided that projects adhere to the requirements of the respective applicant’s DOE executed Historic Preservation Programmatic Agreement (PA), are installed in or on existing buildings, do not require ground disturbance, tree removal or tree trimming, do not require structural reinforcement, and are not to exceed 60 kW DC. e. Development and installation of energy storage systems, including electrochemical and thermal storage systems, provided that projects adhere to the requirements of the respective applicant’s DOE executed Historic Preservation Programmatic Agreement (PA), are installed in or on existing buildings, do not require ground disturbance, tree removal or tree trimming, do not require structural reinforcement, and are appropriately sized not to exceed 1,000 kWh.
f. Implementation of financial incentive programs including rebates; energy savings performance contracts, renewable energy sharing, or energy savings agreements for existing facilities; community solar credit sharing arrangements; grants and loans to support energy efficiency, renewable energy and energy saving projects. All project activities funded under a financial incentive program must be listed within this statement of work.
10. Blueprint #4A: Electric Vehicles for Fleets and Fleet Electrification, activities limited to:
a. Development of fleet replacement plan, including stakeholder engagement and input. b. Siting planning and preliminary assessments.
c. Development of utility data sharing agreement.
d. Development of charging plan including cost assessment of electric bill. e. Procurement, legal, and technical support to purchase and install EVs and EVSE. f. Purchase of alternative fuel vehicles, including electric vehicles and plug-in hybrid vehicles.
g. Installation of electric vehicle supply equipment (EVSE), including testing measurements to assess the safety and functionality of the EVSE (restricted to existing footprints within an existing parking facility, defined as any building, structure, land, right-of-way, facility, or area used for parking of motor vehicles which would not require any ground disturbance). All activities must use reversible, non-permanent techniques for installation, and where appropriate, use the lowest profile EVSE reasonably available that provides the necessary charging capacity. EVSE shall be placed in minimally visibly intrusive area; use colors complementary to surrounding environment, where possible, and be limited to the current electrical capacity. This applies to Level 1, Level 2, and Level 3 (also known as Direct Current (DC) Fast Charging) EVSE for community and municipal fleets.
11. Blueprint #4B: Electric Vehicle Charging Infrastructure, activities limited to:
a. Procurement, legal, and technical support to purchase and install EVs and EVSE. b. Stakeholder engagement.
c. Siting planning, assessments, and site selection.
d. Installation of electric vehicle supply equipment (EVSE), including testing measurements to assess the safety and functionality of the EVSE (restricted to existing footprints within an existing parking facility, defined as any building, structure, land, right-of-way, facility, or area used for parking of motor vehicles which would not require any ground disturbance). All activities must use reversible, non-permanent techniques for installation, and where appropriate, use the lowest profile EVSE reasonably available that provides the necessary charging capacity. EVSE shall be placed in minimally visibly intrusive area; use colors complementary to surrounding environment, where possible, and be limited to the current electrical capacity. This applies to Level 1, Level 2, and Level 3 (also known as Direct Current (DC) Fast Charging) EVSE for community and municipal fleets.
12. Blueprint #5: Unlocking Sustainable Financing Solutions for Energy Projects and Programs including Revolving Loan Funds, activities limited to:
a. Market analysis, programmatic research, and design.
b. Stakeholder engagement, education, and outreach.
c. Legal and technical support.
d. Communications, program education, and promotion.
e. Program evaluation.
f. Implementation of financial incentive programs, including rebates and energy savings performance contracts for existing facilities; grants and loans to support energy efficiency, renewable energy, and sustainable transportation projects; loan loss reserves; interest-rate buy down programs; PACE programs; and loan guarantees. All project
activities funded under a financial incentive program must be listed within this statement of work.
13. Blueprint #6: Workforce Development, activities limited to:
a. Workforce assessment and market analysis.
b. Program design and curriculum development.
c. Stakeholder engagement, including program promotion and outreach. d. Implementation of classroom or virtual training programs. e. Paying trainers and trainees, including supplemental services.
Additional Activities:
14. Building Energy Efficiency: Funding commercially available energy efficiency or renewable energy upgrades, provided that projects adhere to the requirements of the respective applicant’s DOE executed Historic Preservation Programmatic Agreement (PA), are installed in or on existing buildings, do not require ground disturbance, tree removal or tree trimming, do not require structural reinforcement, are appropriately sized, and are limited to:
a. Installation of insulation.
b. Installation of energy efficient lighting and light poles (may be installed within a maintained utility easement if no trees are removed and no ground disturbed). c. HVAC upgrades to existing systems.
d. Weather sealing and duct sealing.
e. Purchase and installation of energy/water-efficient residential and commercial appliances and equipment (including, but not limited to, grid-interactive building technologies, energy or water monitoring and control systems, thermostats, heat pumps, air conditioners, and related software).
f. Retrofit of energy efficient pumps and motors (for such uses as, but not limited to, wastewater treatment plants) where it would not alter the capacity, use, mission, or operation of an existing facility.
g. Retrofit and replacement of windows and doors.
h. Installation of electric appliances (including replacement of appliances that utilize fossil fuels with electric appliances) such as heat pumps for water heating, air heating/cooling, electric dryers, and stoves.
i. Retrofit and installation of energy-efficient commercial kitchen equipment, such as efficient refrigerators, freezers, dishwashers.
j. Electrical system upgrades required to enable energy efficient/clean energy. Measures limited to electric panel upgrades, updated wiring and conduit, grounding, and arc-fault circuit interrupter (AFCI) and ground-fault circuit interrupter (GFCI) breakers.
15. Development, implementation, and installation of renewable energy technology, provided that projects adhere to the requirements of the respective applicant’s DOE executed Historic Preservation Programmatic Agreement (PA), are installed in or on existing buildings, do not require ground disturbance, tree removal or tree trimming, do not require structural reinforcement, are appropriately sized, and are limited to:
a. Solar Electricity/Photovoltaic—appropriately sized systems not to exceed 60kW (including community solar projects)
b. Wind Turbines 20 kW or smaller
c. Solar thermal systems (including solar thermal hot water) limited to 200,000 BTU per hour or smaller.
16. Biomass thermal systems, provided that projects adhere to the requirements of the respective applicant’s DOE executed Historic Preservation Programmatic Agreement (PA), are installed in existing buildings, do not require structural reinforcement, do not require ground disturbance, are appropriately sized, and limited to 3 MMBTUs per hour or smaller, with appropriate regulatory permits obtained and Best Available Control Technologies (BACT) installed and operated.
17. Purchase of alternative fuel vehicles, hybrids, and electric vehicles.
18. Installation of fueling pumps and systems for fuels such as compressed natural gas, hydrogen, ethanol, and other commercially available biofuels, (but not storage tanks) provided that projects adhere to the requirements of the respective applicant’s DOE executed Historic Preservation Programmatic Agreement (PA), are installed on a current fueling station site, do not require ground disturbance, tree removal or tree trimming, are appropriately sized, and obtain the appropriate permits, and comply with regulatory requirements.
19. Implementation of financial incentive programs including rebates and energy savings performance contracts for existing facilities; grants, loans, and revolving loans to support energy efficiency, renewable energy and energy saving projects. All project activities funded under a financial incentive program must be listed within this NEPA statement of work.
20. Development and installation of energy storage systems, including electrochemical and thermal storage systems, provided that projects adhere to the requirements of the respective applicant’s DOE executed Historic Preservation Programmatic Agreement (PA), are installed in or on existing buildings, do not require ground disturbance, tree removal or tree trimming, do not require structural reinforcement, are appropriately sized not to exceed 1,000 kWh, obtain the appropriate permits, and comply with regulatory requirements.
The Applicant is responsible for informing DOE of any extraordinary circumstances, cumulative impacts, or connected actions that may lead to significant impacts on the environment or any inconsistency with the “integral elements” from a particular project. See 10 C.F.R. Part 1021 Appendix B, and the DOE’s online NEPA and historic preservation training at www.energy.gov/node/4816816 to reviews these concepts.
Expedited NEPA review based on this NEPA Statement of Work and supporting documents does not preclude DOE from conducting stewardship activities, including audits, and site visits, or from exercising any other rights under the EECBG program.
By signing below, the Applicant, agrees to follow all the statements and restrictions in this document; review and comply with the NEPA Determination (included in their Applicant award documents); review the DOE’s NEPA and Historic Preservation training website. DOE has developed a NEPA and Historic Preservation training website which contains PowerPoint presentations, sample template documents (including a project scope of work and a project layout), a Word template of the Environmental Questionnaire1 (EQ1), and an EQ1 Submission Guide at www.energy.gov/node/4816816. Applicants are
responsible for reviewing these trainings and reviewing the sample documents prior to initiating projects.
Recipients must contact their DOE Project Officer with any questions. Subgrantees should also review the NEPA and Historic Preservation training website prior to initiating projects.
________________________________________________________________ Authorized Signature Date
Name (Printed or typed):___________________________________________
Title (Printed or typed):_____________________________________________
Organization (Printed or typed):______________________________________
City Council
Agenda Report
Agenda Item 12.
DATE: May 14, 2024
TO: Honorable Mayor and City Councilmembers
FROM: Clay Schoen, Director of Finance
SUBJECT: March 31, 2024 Quarterly Treasurer’s Report
RECOMMENDATION:
That the City Council receives the Treasurer’s Report for the quarter ended March 31, 2024.
BACKGROUND:
Per the City’s Investment Policy, the quarterly Treasurer’s Report is presented for Council receipt and approval.
Investment Trends/Economy – The Federal Open Market Committee (FOMC) summarized the state of the economy with the following comments from its March 20, 2024 Monetary Policy press release.
“Recent indicators suggest that economic activity has been expanding at a solid pace. Job gains have remained strong, and the unemployment rate has remained low. Inflation has eased over the past year but remains elevated.
The Committee seeks to achieve maximum employment and inflation at the rate of 2 percent over the longer run. The Committee judges that the risks to achieving its employment and inflation goals are moving into better balance. The economic outlook is uncertain, and the Committee remains highly attentive to inflation risks.”
Recent releases from the Bureau of Economic Analysis reported Gross Domestic Product increased at an annual rate of 1.6% in the first quarter of 2024, down from 3.4% in the previous quarter. The release noted that “The increase in consumer spending reflected an increase in services that was partly offset by a decrease in goods. Within services, the increase primarily reflected increases in health care as well as financial services and insurance. Within goods, the decrease primarily reflected decreases in motor vehicles and parts as well as gasoline and other energy goods.”
The Bureau of Labor Statistics’s release for March 2024 reported inflation, as estimated by the Consumer Price Index, rose 3.5% over the preceding twelve months.
For March 2024, the Bureau of Labor Statistics reported State unemployment at 5.3%, up from
4.5% a year ago. Nationally, the unemployment rate was 3.8% for the same period. .!!!!_ Valley of opportunity
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U.S. Treasuries – As of March 31, 2024, the yield was 4.62% for a 2-year Treasury and 4.21% for a 5-year Treasury. Compared to the prior year, the 2-year Treasuries increased from 4.03% and the 5-year Treasuries increased from 3.58%.
U.S. Government Agencies – At quarter end, the yield was 4.63% for a 2-year and 4.22% for a 5-year Federal Agency investment, respectively. The City’s investment portfolio, in large part, is comprised of U.S. Government Agency securities because they typically offer a slightly higher return than U.S. Treasuries.
Outlook & Strategy – The current strategy is to protect resources while maintaining flexibility in order to take advantage of higher investment returns should they materialize. As opportunities become available and the City’s cash flow needs are met, investing funds in securities will continue with the City’s investment advisors, Public Financial Management (PFM). The CAMP pool is currently rated AAA. No rating is provided for LAIF, but it is expected it would also achieve an AAA rating.
Report Presentation – This report is presented in the following sections:
Operating Cash – The U.S. Bank Master Account is the City’s main checking account. The City also utilizes a merchant account with U.S. Bank for receiving credit card payments. Funds are automatically transferred daily to the City’s main checking account.
Operating Investments – The City’s operating investments are invested in CAMP portfolio investments (79.89%) earning 3.11%, and LAIF (20.04%) earning 4.12%. The remainder in the CAMP investment pool (0.07%) earning 5.51%. In addition to maximizing yield, these investments provide for safety and liquidity in meeting the City’s operational needs.
Successor Agency Investments – The Successor Agency no longer holds operating investments. The Bank of New York Mellon is the Bond Trustee. The required bond accounts have a combined market value of $2,542,622.
CALIFORNIA ENVIRONMENTAL QUALITY ACT:
This action is exempt from the California Environmental Quality Act (CEQA) in accordance with State CEQA Guidelines section 15378. The City’s investment policy is a fiscal activity which does not involve commitment to any specific project, because the action constitutes organizational or administrative activities of governments that will not result in direct or indirect physical changes in the environment.
FISCAL IMPACT:
Interest earned for the first quarter of 2024, on a cash basis, was $824,614. Market value is slightly lower than the original investment cost.
Prepared By: Clay Schoen, Director of Finance
Reviewed By: Vince DiMaggio, Assistant City Manager
Approved By: Graham Mitchell, City Manager
Attachments
March 31, 2024 Quarterly Treasurer's Report
CITY OF EL CAJON TREASURER'S REPORT
AS OF MARCH 31, 2024
Cash Basis
Fiscal
Balance Year to Date
as of Yield/Interest Interest Interest Market
March 31, 2024 Rate Earnings Earnings Value*
Operating Cash
US Bank Checking (Master) 12,906,941 $ 0.75% 37,630 $ 37,630 $ (4) 12,906,941$ US Bank (Merchant Processing) 101,243 n/a - - 101,243 Worker's Compensation (Imprest Account) 125,000 n/a - - 125,000 POB Cost of Issuance Fund (US Bank) 7,353,427 n/a - - 7, 353,427 PARS 115 TRUST (US Bank)(1) 1,948,997 n/a 23,581 108,416 1, 948,997 Petty Cash 4,641 n/a - - 4,641 Total Operating Cash 22,440,249$ 61,211 $ 146,046$ 22,440,249$ Operating Investments
LAIF(2) - City Pool 29,802,131$ 4.12% 219,006$ 859,228$ 29,629,018$ CAMP(3) Cash Management 103,375 5.51% 6,019 16,440 103,375 CAMP Managed Portfolio 118,804,851 3. 11% 521,276 1, 713,022 116,829,389 Total Operating Investments 148,710,357$ 746,301$ 2, 588,690$ 146,561,782$ Total Operating Cash and Investments 171,150,606$ 807,512$ 2, 734,736$ 169,002,031$ Successor Agency Investments
The Bank of New York Mellon Trust Co.:
Bond Reserve Fund 1,397,612 4.92% 17,049 50,365 1, 397,612 Bond Debt Service Fund 534,900 4.92% 14 592 534,900 Tax Allocation Refunding Bond Debt Service Fund 608,698 5.22% 22 1,139 608,698 Principal Ac Fund 1,412 4.92% 17 1,412 1,412 Total Successor Agency 2,542,622$ 17,102 $ 53,508 $ 2,542,622$ Grand Total Cash and Investments 173,693,228$ 824,614$ 2, 788,244$ 171,544,653$ *Source: Bank and Trustee Statements
Note (1):
Note (2):
Note (3): The California Asset Management Program (CAMP) is a California Joint Powers Authority established in 1989 to provide California public agencies with professional investment services. The CAMP Pool is a permitted investment for all local agencies under California Government Code Section 53601(p). CAMP is directed by a Board of Trustees, which is made up of experienced local government finance directors and treasurers.
The PARS 115 Trust is an IRS-approved Section 115 Pension Rate Stabilization Program that the City participates in. The assets are held by US Bank with management and support provided by the Public Agency Retirement Services(PARS). The amounts in this account are restricted for use for the City's Pension System obligations.
I certify that all investments under the management of the City are in compliance with the City's adopted investment policy, and I certify the City's investments plus projected revenues, are sufficiently liquid to meet the City's next six (6) months cash flow requirements per the adopted budget.
Date
Quarter to Date
March 31, 2024
Clay Schoen, Director of Finance and Treasurer
The Local Agency Investment Fund (LAIF) is a voluntary investment alternative for California's local governments and special districts authorizedb yt h e California Government Code. LAIF is managed by the State Treasurer's Office with oversight by the Local Agency Investment Advisory Board. All securities in LAIF are purchased under the authority of Government Code Sections 16430 and 16480.8. LAIF is part of the State Treasurer's Pooled Money Investment Account (PMIA). The PMIA Investment Policy is guided by the goals of portfolio safety/diversification, liquidity, and yield.
Type of Investment < 1 Year 1 - 2 Years 2 - 3 Years > 3 Years LAIF - City Pool 29,802,131 - - - CAMP Cash Management 103,375 - - - CAMP Managed Portfolio:
FHLMC Notes - - - - FMCC Global Notes - 1,850,000 - 4,195,000 FNMA Benchmark/Global Notes 8,085,000 5,225,000 - - FHLB Notes/Global Bonds - - 1,650,000 2,000,000 US Treasury Notes 14,585,000 13,690,000 10,690,000 44,650,000 Corporate Bonds/Notes/CD 2,455,000 5,190,000 1,250,000 10,825,000 Commercial Paper - - - - Municipal Bonds/Notes - - - - Totals 55,030,506$ 25,955,000$ 13,590,000$ 61,670,000$ Portfolio Percentage 35.22% 16.61% 8.70% 39.47%
Quarter 0000
Ending LAIF Portfolio US Treasury
(1) (2) (3)
Mar-21 0.41% 1.70% 0.16%
Jun-21 0.30% 1.61% 0.25%
Sep-21 0.22% 1.45% 0.28%
Dec-21 0.21% 1.33% 0.73%
Mar-22 0.29% 1.23% 2.34%
Jun-22 0.69% 1.39% 2.96%
Sep-22 1.29% 1.84% 4.28%
Dec-22 1.98% 1.93% 4.43%
Mar-23 2.63% 2.12% 4.03%
Jun-23 3.01% 2.40% 4.90%
Sep-23 3.42% 2.64% 5.05%
Dec-23 3.81% 2.83% 4.23%
Mar-24 4.12% 3.11% 4.62%
(1) per State Treasurer's Office, LAIF-PMIA Earnings Yield Rate (average quarterly return) (2) per CAMP Portfolio report
(3) per U.S. Treasury 2-year daily yield curve rate
CITY OF EL CAJON
OPERATING INVESTMENTS PORTFOLIO MATURITIES BY DATE AND TYPE (AT PAR) AS OF MARCH 31, 2024
QUARTERLY YIELD COMPARISONS
0%
5%
10%
15%
20%
25%
30%
35%
40%
45%
< 1 Year 1 ‐ 2 Years 2 ‐ 3 Years > 3 Years
Portfolio Maturities
0.00%
1.00%
2.00%
3.00%
4.00%
5.00%
6.00%
Mar‐21 Sep‐21 Mar‐22 Sep‐22 Mar‐23 Sep‐23 Mar‐24
LAIF Portfolio US Treasury-+-
- .......
Prior % Change
% of Quarter From
Investment Total Investment Prior
Operating Investments Type of Investment Amount Investments Amount Quarter LAIF - City Pool (See attached graph) 29,802,131$ 20.04% 20,016,581$ 48.89% CAMP Cash Management Cash Reserve Portfolio 103,375 0.07% 62,505 65.39% CAMP Managed Portfolio Federal Agency & Corporate Bonds/Notes 118,804,851 79.89% 116,942,274 1.59% Total Operating Investments 148,710,357$ 100.00% 142,381,796$ 4.44% Jun-22 Sep-22 Dec-22 Mar-23 Jun-23 Sep-23 Dec-23 Mar-24 LAIF - City Pool 39,317,049$ 23,758,114$ 23,840,538$ 38,617,384$ 38,871,308$ 24,455,818$ 20,016,581$ 29,802,131$ CAMP Cash 81,290 87,219 203,773 350,147 136,315 175,121 62,505 103,375 CAMP Portfolio 116,499,119 116,011,700 113,057,559 117,308,740 118,146,879 117,750,857 116,942,274 118,804,851 Total 155,897,458$ 139,857,033$ 137,101,870$ 156,276,271$ 157,154,502$ 142,381,796$ 137,021,360$ 148,710,357$
CITY OF EL CAJON
OPERATING INVESTMENTS COMPOSITION (AT COST)
AS OF MARCH 31, 2024
HISTORICAL COMPOSITION
Quarter Ending
LAIF ‐ City Pool
20.04%
CAMP Cash
Management
0.07%
CAMP Managed
Portfolio
79.89%
Operating Investments
$‐
$10
$20
$30
$40
$50
$60
$70
$80
$90
$100
$110
$120
$130
$140
$150
$160
Jun‐22 Sep‐22 Dec‐22 Mar‐23 Jun‐23 Sep‐23 Dec‐23 Mar‐24 Millions
LAIF ‐ City Pool
CAMP Cash
CAMP Portfolio
FNMA
10.81%
US Treasury
66.00%
FHLB
2.73%
FMCC
4.87%
Corporate
Bond/Note/CD
15.59%
Muni
0.00%
Commercial
Paper
0.00%
CAMP Investment Portfolio
Issuers by Market Value
Iii Iii Iii
March 4.232
February 4.122
January 4.012
December 3.929
November 3.843
October 3.670
LAIF Apportionment Rate(2): 4.30
LAIF Earnings Ratio(2): 0.00011755619077389
LAIF Administrative Cost(1)*: 0.27
PMIA Average Life(1): 226
LAIF Fair Value Factor(1): 0.994191267
PMIA Daily(1): 4.22
PMIA Quarter to Date(1): 4.12
Treasuries
58.24%
Agencies
22.16%
Certificates of
Deposit/Bank Notes
9.23%
Time
Deposits
3.25%
Commercial
Paper
6.47%
Corporate
Bonds
0.43%
Loans
0.22%
Notes: The apportionment rate includes interest earned on the CalPERS Supplemental Pension Payment pursuant to Government Code 20825 (c)(1) and interest earned on the Wildfire Fund loan pursuant to Public Utility Code 3288 (a). *The percentage of administrative cost equals the total administrative cost divided by the quarterly interest earnings. The law provides that administrative costs are not to exceed 5% of quarterly EARNINGS of the fund. However, if the 13-week Daily Treasury Bill Rate on the last day of the fiscal year is below 1%, then administrative costs shall not exceed 8% of quarterly EARNINGS of the fund for the subsequent fiscal year.
Source:
(1) State of California, Office of the Treasurer
(2) State of Calfiornia, Office of the Controller
PMIA Average Monthly
Effective Yields(1)
PMIA/LAIF Performance Report
as of 4/17/24
Daily rates are now available here. View PMIA Daily Rates Quarterly Performance
Quarter Ended 03/31/24
Chart does not include $2,005,000.00 in mortgages, which equates to 0.001%. Percentages may not total 100% due to rounding.
Pooled Money Investment Account
Monthly Portfolio Composition (1)
3/31/24
$156.5 billion
For the Month Ending March 31, 2024Account Statement - Transaction Summary CITY OF EL CAJON - OPERATING FUNDS - 505-00
Opening Market Value
Purchases
Redemptions
Change in Value
Closing Market Value
4,987,329.42
1,157,061.32
(6,041,015.59)
0.00 $103,375.15
CAMP Pool
Unsettled Trades 0.00
3,662.77 Cash Dividends and Income
Opening Market Value
Purchases
Redemptions
Change in Value
Closing Market Value
116,744,094.95
5,995,192.38
(1,000,000.00)
224,732.21
$121,964,019.54
CAMP Managed Account
Unsettled Trades 0.00
206,920.39 Cash Dividends and Income
March 31, 2024 February 29, 2024
Asset Summary
CAMP Pool 103,375.15 4,987,329.42
CAMP Managed Account 121,964,019.54 116,744,094.95
$122,067,394.69 $121,731,424.37 Total
Asset Allocation
0.09%
CAMP Pool
99.91%
CAMP Managed
Account
Account 505-00 Page 1
IPF M Asset Management ILILC
For the Month Ending March 31, 2024Managed Account Summary Statement CITY OF EL CAJON - OPERATING FUNDS - 505-00 - (12510521) Dividend
Closing Market Value
Redemptions
Purchases
Opening Market Value
Closing Market Value
Change in Current Value
Unsettled Trades
Principal Acquisitions
Principal Dispositions
Maturities/Calls
Opening Market Value
Closing Market Value
Opening Market Value
Account Total
Total Cash Basis Earnings
Plus Net Realized Gains/Losses
Less Purchased Interest Related to Interest/Coupons
Interest/Dividends/Coupons Received
Earnings Reconciliation (Cash Basis) - Managed Account
Dividends
Less Beginning Accrued Interest
Less Beginning Amortized Value of Securities
Less Cost of New Purchases
Plus Coupons/Dividends Received
Plus Proceeds of Maturities/Calls/Principal Payments
Plus Proceeds from Sales
Ending Accrued Interest
Ending Amortized Value of Securities
Earnings Reconciliation (Accrual Basis)
Reconciling Transactions
Net Cash Contribution
Security Purchases
Principal Payments
Coupon/Interest/Dividend Income
Sale Proceeds
Maturities/Calls
Cash Transactions Summary- Managed Account
$4,987,329.42
1,157,061.32
(6,041,015.59)
$103,375.15
3,662.77
$116,744,094.95
(1,000,000.00)
0.00 5,995,192.38
0.00 224,732.21
$121,964,019.54
$121,731,424.37
$122,067,394.69
256,229.81
(37,119.42)
(12,190.00)
$206,920.39
1,014,750.00
0.00 241,479.81
0.00 (6,032,311.80)
4,776,081.99
0.00 Managed Account Total
124,571,187.75 124,674,562.90
745,763.07
0.00 1,014,750.00
241,479.81
(6,032,311.80)
(119,529,736.41)
(689,689.20)
0.00 745,763.07
6,041,015.59
1,014,750.00
241,479.81
(7,189,373.12)
(124,517,065.83)
(689,689.20)
3,662.77
Total Accrual Basis Earnings $321,443.22 $325,105.99
Transaction Summary - Managed AccountTransaction Summary - Money Market _______________________________________________ _______________________________________________ _____________________________________________________ Cash Balance
$0.00 Closing Cash Balance
Account 505-00 Page 2
IPF M Asset Management ILILC
For the Month Ending March 31, 2024Portfolio Summary and Statistics CITY OF EL CAJON - OPERATING FUNDS - 505-00 - (12510521) Account Summary
Percent Par Value Market ValueDescription
U.S. Treasury Bond / Note 83,615,000.00 80,679,419.79 66.10 Supra-National Agency Bond / Note 1,150,000.00 1,123,714.45 0.92 Federal Agency Bond / Note 23,005,000.00 22,175,934.52 18.17 Corporate Note 18,570,000.00 17,984,950.78 14.73
Managed Account Sub-Total 126,340,000.00 121,964,019.54 99.92% Accrued Interest 745,763.07
Total Portfolio 126,340,000.00 122,709,782.61
CAMP Pool 103,375.15 103,375.15 0.08
Total Investments 126,443,375.15 122,813,157.76 100.00% Unsettled Trades 0.00 0.00
Sector Allocation
14.73%
Corporate Note
18.17%
Fed Agy Bond /
Note
0.08%
Joint Powers
Authority
0.92%
Supra-National
Agency Bond / Note
66.10%
US TSY Bond / Note
0 - 6 Months 6 - 12 Months 1 - 2 Years 2 - 3 Years 3 - 4 Years 4 - 5 Years Over 5 Years
9.44%
10.85%
20.25%
10.42%
20.69%
28.35%
0.00%
Maturity Distribution Characteristics
Yield to Maturity at Cost
Yield to Maturity at Market
Weighted Average Days to Maturity 972
3.11%
4.76%
Account 505-00 Page 3
IPF M Asset Management ILILC
For the Month Ending March 31, 2024Managed Account Issuer Summary CITY OF EL CAJON - OPERATING FUNDS - 505-00 - (12510521) Credit Quality (S&P Ratings)
2.00%
A
1.11%
A+
3.91%
A-
2.13%
AA
85.48%
AA+
3.28%
AA-
2.01%
AAA
0.08%
AAAm
Issuer Summary
Percentof HoldingsIssuer
Market Value
1,454,951.72 1.19 AMAZON.COM INC
1,476,115.50 1.21 APPLE INC
1,521,438.40 1.25 BANK OF AMERICA CO
1,075,600.93 0.88 BLACKROCK INC
466,848.00 0.38 BRISTOL-MYERS SQUIBB CO
103,375.15 0.08 CAMP Pool
490,205.50 0.40 DEERE & COMPANY
9,231,041.91 7.56 FANNIE MAE
1,647,389.70 1.35 FEDERAL FARM CREDIT BANKS
1,773,848.00 1.45 FEDERAL HOME LOAN BANKS
9,523,654.91 7.81 FREDDIE MAC
988,554.00 0.81 HERSHEY COMPANY
1,421,423.40 1.16 INTEL CORPORATION
1,123,714.45 0.92 INTER-AMERICAN DEVELOPMENT BANK
1,329,892.00 1.09 JOHNSON & JOHNSON
1,835,769.09 1.50 JP MORGAN CHASE & CO
1,771,288.43 1.45 NOVARTIS AG
1,161,735.00 0.95 PROCTER & GAMBLE CO
1,352,851.46 1.11 TOYOTA MOTOR CORP
80,679,419.79 66.10 UNITED STATES TREASURY
494,389.00 0.41 US BANCORP
1,143,888.35 0.94 WAL-MART STORES INC
$122,067,394.69 Total 100.00%
Account 505-00 Page 4
IPF M Asset Management ILILC
For the Month Ending March 31, 2024Managed Account Detail of Securities Held CITY OF EL CAJON - OPERATING FUNDS - 505-00 - (12510521) Dated Date/Coupon/Maturity CUSIP Rating Rating Date Date Cost at Cost Interest Cost Value Security Type/Description S&P Moody's Original YTM Accrued Amortized MarketTrade Settle Par
U.S. Treasury Bond / Note
US TREASURY NOTES
DTD 05/01/2017 2.000% 04/30/2024
2,019,304.69 2,025,390.95 17,023.35 2,048,888.67 06/24/1906/20/19AaaAA+ 2,025,000.00 912828X70 1.75
US TREASURY NOTES
DTD 05/15/2014 2.500% 05/15/2024
2,520,907.69 2,528,081.21 23,979.40 2,499,560.94 06/17/2206/16/22AaaAA+ 2,530,000.00 912828WJ5 3.15
US TREASURY NOTES
DTD 07/31/2017 2.125% 07/31/2024
989,531.20 1,001,351.93 3,561.13 1,020,390.63 08/02/1908/01/19AaaAA+ 1,000,000.00 9128282N9 1.70
US TREASURY NOTES
DTD 08/15/2014 2.375% 08/15/2024
1,196,765.63 1,213,372.60 3,631.66 1,254,240.62 09/27/1909/26/19AaaAA+ 1,210,000.00 912828D56 1.59
US TREASURY NOTES
DTD 10/31/2019 1.500% 10/31/2024
2,779,206.39 2,858,742.00 17,906.04 2,958,259.38 02/25/2102/24/21AaaAA+ 2,840,000.00 912828YM6 0.36
US TREASURY NOTES
DTD 11/30/2017 2.125% 11/30/2024
1,700,028.99 1,740,594.10 12,390.32 1,776,138.47 01/09/2001/07/20AaaAA+ 1,735,000.00 9128283J7 1.62
US TREASURY NOTES
DTD 02/15/2022 1.500% 02/15/2025
1,623,179.69 1,670,644.39 3,175.14 1,660,082.03 02/15/2202/11/22AaaAA+ 1,675,000.00 91282CDZ1 1.81
US TREASURY NOTES
DTD 02/29/2020 1.125% 02/28/2025
1,514,804.77 1,577,383.43 1,535.87 1,601,706.64 03/31/2103/30/21AaaAA+ 1,570,000.00 912828ZC7 0.60
US TREASURY NOTES
DTD 05/15/2022 2.750% 05/15/2025
3,107,863.12 3,160,441.25 33,206.25 3,121,051.17 06/15/2206/15/22AaaAA+ 3,185,000.00 91282CEQ0 3.48
US TREASURY NOTES
DTD 08/31/2020 0.250% 08/31/2025
1,125,000.00 1,193,665.08 260.87 1,182,000.00 08/23/2108/20/21AaaAA+ 1,200,000.00 91282CAJ0 0.63
US TREASURY NOTES
DTD 09/30/2020 0.250% 09/30/2025
915,687.50 971,531.58 6.69 957,567.19 10/12/2110/08/21AaaAA+ 980,000.00 91282CAM3 0.84
US TREASURY NOTES
DTD 11/30/2020 0.375% 11/30/2025
1,627,773.35 1,706,636.96 2,205.43 1,651,220.70 02/14/2202/11/22AaaAA+ 1,750,000.00 91282CAZ4 1.93
US TREASURY NOTES
DTD 12/31/2020 0.375% 12/31/2025
1,460,812.50 1,565,512.16 1,492.79 1,550,144.53 06/01/2106/01/21AaaAA+ 1,575,000.00 91282CBC4 0.73
US TREASURY NOTES
DTD 02/28/2019 2.500% 02/28/2026
960,468.80 1,033,704.79 2,173.91 1,088,125.00 03/01/2103/01/21AaaAA+ 1,000,000.00 9128286F2 0.70 Account 505-00 Page 5
IPF M Asset Management ILILC
For the Month Ending March 31, 2024Managed Account Detail of Securities Held CITY OF EL CAJON - OPERATING FUNDS - 505-00 - (12510521) Dated Date/Coupon/Maturity CUSIP Rating Rating Date Date Cost at Cost Interest Cost Value Security Type/Description S&P Moody's Original YTM Accrued Amortized MarketTrade Settle Par
U.S. Treasury Bond / Note
US TREASURY NOTES
DTD 02/28/2021 0.500% 02/28/2026
1,511,097.74 1,623,501.27 710.87 1,605,429.49 03/31/2103/30/21AaaAA+ 1,635,000.00 91282CBQ3 0.88
US TREASURY NOTES
DTD 03/15/2023 4.625% 03/15/2026
2,363,152.46 2,384,456.87 5,052.94 2,392,807.23 05/31/2305/30/23AaaAA+ 2,365,000.00 91282CGR6 4.17
US TREASURY NOTES
DTD 05/31/2021 0.750% 05/31/2026
460,625.00 498,749.18 1,260.25 497,148.44 06/25/2106/23/21AaaAA+ 500,000.00 91282CCF6 0.87
US TREASURY NOTES
DTD 05/31/2021 0.750% 05/31/2026
1,266,718.75 1,313,651.65 3,465.68 1,261,777.34 06/03/2206/02/22AaaAA+ 1,375,000.00 91282CCF6 2.95
US TREASURY NOTES
DTD 05/31/2021 0.750% 05/31/2026
2,303,125.00 2,359,094.73 6,301.23 2,242,089.84 06/15/2206/14/22AaaAA+ 2,500,000.00 91282CCF6 3.57
US TREASURY NOTES
DTD 06/30/2021 0.875% 06/30/2026
894,370.26 967,167.22 2,145.19 964,051.17 10/12/2110/08/21AaaAA+ 970,000.00 91282CCJ8 1.01
US TREASURY NOTES
DTD 07/31/2021 0.625% 07/31/2026
1,096,500.00 1,196,305.20 1,256.87 1,192,171.88 08/23/2108/20/21AaaAA+ 1,200,000.00 91282CCP4 0.76
US TREASURY NOTES
DTD 11/15/2016 2.000% 11/15/2026
2,482,993.75 2,553,533.56 20,055.49 2,491,569.34 06/22/2206/21/22AaaAA+ 2,645,000.00 912828U24 3.43
US TREASURY NOTES
DTD 02/15/2017 2.250% 02/15/2027
941,250.00 951,109.58 2,843.41 925,546.88 09/30/2209/29/22AaaAA+ 1,000,000.00 912828V98 4.13
US TREASURY NOTES
DTD 02/28/2022 1.875% 02/28/2027
465,156.25 476,323.57 815.22 469,062.50 05/11/2305/09/23AaaAA+ 500,000.00 91282CEC1 3.63
US TREASURY NOTES
DTD 04/30/2022 2.750% 04/30/2027
2,404,668.10 2,435,534.10 29,186.64 2,411,177.73 05/31/2305/30/23AaaAA+ 2,525,000.00 91282CEN7 4.00
US TREASURY NOTES
DTD 05/31/2020 0.500% 05/31/2027
2,559,004.83 2,643,254.55 4,856.15 2,502,898.05 06/14/2206/13/22AaaAA+ 2,890,000.00 912828ZS2 3.46
US TREASURY NOTES
DTD 06/30/2022 3.250% 06/30/2027
1,414,869.46 1,446,466.64 12,033.93 1,437,645.70 09/15/2209/15/22AaaAA+ 1,465,000.00 91282CEW7 3.68
US TREASURY NOTES
DTD 08/15/1997 6.375% 08/15/2027
799,828.13 808,995.11 6,082.52 830,794.92 11/21/2211/18/22AaaAA+ 755,000.00 912810FA1 4.02 Account 505-00 Page 6
IPF M Asset Management ILILC
For the Month Ending March 31, 2024Managed Account Detail of Securities Held CITY OF EL CAJON - OPERATING FUNDS - 505-00 - (12510521) Dated Date/Coupon/Maturity CUSIP Rating Rating Date Date Cost at Cost Interest Cost Value Security Type/Description S&P Moody's Original YTM Accrued Amortized MarketTrade Settle Par
U.S. Treasury Bond / Note
US TREASURY NOTES
DTD 08/15/2017 2.250% 08/15/2027
1,437,734.45 1,472,053.37 4,378.85 1,440,922.66 09/15/2209/15/22AaaAA+ 1,540,000.00 9128282R0 3.69
US TREASURY NOTES
DTD 08/31/2022 3.125% 08/31/2027
1,095,112.50 1,103,502.30 3,097.83 1,095,424.22 06/30/2306/28/23AaaAA+ 1,140,000.00 91282CFH9 4.16
US TREASURY NOTES
DTD 09/30/2020 0.375% 09/30/2027
1,700,156.25 1,712,327.74 19.98 1,616,291.02 11/02/2211/01/22AaaAA+ 1,950,000.00 91282CAL5 4.28
US TREASURY NOTES
DTD 10/31/2022 4.125% 10/31/2027
2,440,396.75 2,440,981.64 42,652.95 2,440,589.06 03/05/2403/01/24AaaAA+ 2,460,000.00 91282CFU0 4.36
US TREASURY NOTES
DTD 12/31/2022 3.875% 12/31/2027
1,057,867.19 1,068,647.42 10,528.50 1,067,357.42 06/28/2306/26/23AaaAA+ 1,075,000.00 91282CGC9 4.05
US TREASURY NOTES
DTD 12/31/2022 3.875% 12/31/2027
1,230,078.12 1,261,455.04 12,242.45 1,265,136.72 01/17/2301/17/23AaaAA+ 1,250,000.00 91282CGC9 3.61
US TREASURY NOTES
DTD 01/31/2023 3.500% 01/31/2028
1,582,118.75 1,602,701.06 9,560.58 1,600,965.63 01/03/2401/02/24AaaAA+ 1,630,000.00 91282CGH8 3.98
US TREASURY NOTES
DTD 02/28/2023 4.000% 02/29/2028
2,174,562.50 2,220,843.00 7,652.17 2,225,437.50 05/22/2305/19/23AaaAA+ 2,200,000.00 91282CGP0 3.73
US TREASURY NOTES
DTD 03/31/2023 3.625% 03/31/2028
2,363,996.22 2,402,915.73 240.18 2,398,287.11 05/31/2305/30/23AaaAA+ 2,425,000.00 91282CGT2 3.88
US TREASURY NOTES
DTD 04/30/2023 3.500% 04/30/2028
1,013,650.00 1,046,067.06 15,373.56 1,046,306.25 05/03/2305/02/23AaaAA+ 1,045,000.00 91282CHA2 3.47
US TREASURY NOTES
DTD 04/30/2021 1.250% 04/30/2028
1,861,781.25 1,889,357.16 11,033.65 1,849,066.41 06/21/2306/20/23AaaAA+ 2,100,000.00 91282CBZ3 3.98
US TREASURY NOTES
DTD 06/30/2023 4.000% 06/30/2028
2,274,484.26 2,305,620.10 23,252.75 2,306,558.59 07/17/2307/13/23AaaAA+ 2,300,000.00 91282CHK0 3.94
US TREASURY NOTES
DTD 08/15/1998 5.500% 08/15/2028
1,623,867.11 1,613,476.85 10,773.35 1,621,505.86 09/12/2309/11/23AaaAA+ 1,550,000.00 912810FE3 4.45
US TREASURY NOTES
DTD 08/31/2023 4.375% 08/31/2028
2,384,648.44 2,373,596.06 9,035.33 2,373,422.85 09/15/2309/14/23AaaAA+ 2,375,000.00 91282CHX2 4.39 Account 505-00 Page 7
IPF M Asset Management ILILC
For the Month Ending March 31, 2024Managed Account Detail of Securities Held CITY OF EL CAJON - OPERATING FUNDS - 505-00 - (12510521) Dated Date/Coupon/Maturity CUSIP Rating Rating Date Date Cost at Cost Interest Cost Value Security Type/Description S&P Moody's Original YTM Accrued Amortized MarketTrade Settle Par
U.S. Treasury Bond / Note
US TREASURY NOTES
DTD 09/30/2023 4.625% 09/30/2028
2,368,565.63 2,316,463.27 295.06 2,314,933.59 10/31/2310/30/23AaaAA+ 2,335,000.00 91282CJA0 4.82
US TREASURY N/B NOTES
DTD 11/30/2023 4.375% 11/30/2028
1,005,468.80 1,010,936.78 14,702.87 1,011,601.56 12/08/2312/07/23AaaAA+ 1,000,000.00 91282CJN2 4.11
US TREASURY N/B NOTES
DTD 11/30/2023 4.375% 11/30/2028
1,095,960.99 1,099,534.79 16,026.13 1,100,133.59 12/04/2312/01/23AaaAA+ 1,090,000.00 91282CJN2 4.17
US TREASURY N/B NOTES
DTD 12/31/2023 3.750% 12/31/2028
3,327,750.00 3,359,330.91 32,225.27 3,358,031.25 01/31/2401/30/24AaaAA+ 3,400,000.00 91282CJR3 4.03
US TREASURY N/B NOTES
DTD 01/31/2024 4.000% 01/31/2029
1,653,039.15 1,651,334.78 11,194.51 1,650,886.33 02/14/2402/13/24AaaAA+ 1,670,000.00 91282CJW2 4.26
US TREASURY N/B NOTES
DTD 02/29/2024 4.250% 02/28/2029
1,001,406.20 999,961.46 3,695.65 999,960.94 03/05/2403/01/24AaaAA+ 1,000,000.00 91282CKD2 4.25
US TREASURY N/B NOTES
DTD 02/29/2024 4.250% 02/28/2029
1,482,081.18 1,479,657.73 5,469.57 1,479,653.13 03/05/2403/01/24AaaAA+ 1,480,000.00 91282CKD2 4.26 462,066.43 80,679,419.79 82,335,959.91 3.16 81,856,018.17 83,615,000.00 Security Type Sub-Total Supra-National Agency Bond / Note
INTER-AMERICAN DEVEL BK NOTES
DTD 09/23/2021 0.500% 09/23/2024
1,123,714.45 1,149,864.12 127.78 1,149,149.00 09/23/2109/15/21AaaAAA 1,150,000.00 4581X0DZ8 0.52 127.78 1,123,714.45 1,149,864.12 0.52 1,149,149.00 1,150,000.00 Security Type Sub-Total Federal Agency Bond / Note
FANNIE MAE NOTES
DTD 07/08/2019 1.750% 07/02/2024
990,936.00 1,000,330.11 4,326.39 1,006,430.00 08/06/1908/05/19AaaAA+ 1,000,000.00 3135G0V75 1.61
FANNIE MAE NOTES
DTD 07/08/2019 1.750% 07/02/2024
1,620,180.36 1,634,400.81 7,073.64 1,623,211.65 07/19/1907/18/19AaaAA+ 1,635,000.00 3135G0V75 1.90
FANNIE MAE NOTES
DTD 01/10/2020 1.625% 01/07/2025
1,698,089.17 1,744,245.42 6,616.46 1,740,131.45 01/21/2001/16/20AaaAA+ 1,745,000.00 3135G0X24 1.68 Account 505-00 Page 8
IPF M Asset Management ILILC
For the Month Ending March 31, 2024Managed Account Detail of Securities Held CITY OF EL CAJON - OPERATING FUNDS - 505-00 - (12510521) Dated Date/Coupon/Maturity CUSIP Rating Rating Date Date Cost at Cost Interest Cost Value Security Type/Description S&P Moody's Original YTM Accrued Amortized MarketTrade Settle Par
Federal Agency Bond / Note
FREDDIE MAC NOTES
DTD 02/14/2020 1.500% 02/12/2025
920,778.00 957,810.60 1,939.58 993,833.00 03/31/2003/30/20AaaAA+ 950,000.00 3137EAEP0 0.54
FREDDIE MAC NOTES
DTD 02/14/2020 1.500% 02/12/2025
1,085,548.80 1,122,407.45 2,286.67 1,133,753.60 02/28/2002/26/20AaaAA+ 1,120,000.00 3137EAEP0 1.24
FREDDIE MAC NOTES
DTD 02/14/2020 1.500% 02/12/2025
1,584,707.40 1,643,051.52 3,338.13 1,680,845.40 03/05/2003/03/20AaaAA+ 1,635,000.00 3137EAEP0 0.92
FANNIE MAE NOTES
DTD 04/24/2020 0.625% 04/22/2025
1,241,015.10 1,301,129.19 3,588.54 1,305,213.00 06/05/2006/04/20AaaAA+ 1,300,000.00 3135G03U5 0.54
FANNIE MAE NOTES
DTD 06/19/2020 0.500% 06/17/2025
1,136,720.40 1,199,398.07 1,733.33 1,197,516.00 06/19/2006/17/20AaaAA+ 1,200,000.00 3135G04Z3 0.54
FREDDIE MAC NOTES
DTD 07/23/2020 0.375% 07/21/2025
688,074.64 729,051.29 532.29 726,364.60 07/23/2007/21/20AaaAA+ 730,000.00 3137EAEU9 0.48
FREDDIE MAC NOTES
DTD 09/25/2020 0.375% 09/23/2025
1,048,857.60 1,119,001.95 93.33 1,116,628.80 09/25/2009/23/20AaaAA+ 1,120,000.00 3137EAEX3 0.44
FANNIE MAE NOTES
DTD 11/12/2020 0.500% 11/07/2025
1,003,636.13 1,076,562.40 2,150.00 1,079,719.25 01/05/2101/04/21AaaAA+ 1,075,000.00 3135G06G3 0.41
FANNIE MAE NOTES
DTD 11/12/2020 0.500% 11/07/2025
1,540,464.75 1,648,261.38 3,300.00 1,644,588.00 11/12/2011/10/20AaaAA+ 1,650,000.00 3135G06G3 0.57
FEDERAL FARM CREDIT BANK NOTES
(CALLABLE
DTD 12/07/2023 5.580% 12/07/2026
1,647,389.70 1,649,774.68 29,155.50 1,649,752.50 12/18/2312/14/23AaaAA+ 1,650,000.00 3133EPK38 5.59
FEDERAL HOME LOAN BANK NOTES
(CALLABLE)
DTD 02/25/2021 0.850% 08/25/2027
1,773,848.00 1,787,273.41 283.33 1,738,420.00 06/21/2306/20/23AaaAA+ 2,000,000.00 3130ALAT1 4.27
FREDDIE MAC NOTES (CALLABLE)
DTD 09/28/2023 6.000% 09/28/2028
769,785.94 769,231.40 385.00 769,157.81 10/02/2309/28/23AaaAA+ 770,000.00 3134H1DS9 6.03
FREDDIE MAC NOTES (CALLABLE)
DTD 09/28/2023 6.000% 09/28/2028
1,094,695.59 1,095,000.00 547.50 1,095,000.00 09/28/2309/21/23AaaAA+ 1,095,000.00 3134H1DS9 6.00 Account 505-00 Page 9
IPF M Asset Management ILILC
For the Month Ending March 31, 2024Managed Account Detail of Securities Held CITY OF EL CAJON - OPERATING FUNDS - 505-00 - (12510521) Dated Date/Coupon/Maturity CUSIP Rating Rating Date Date Cost at Cost Interest Cost Value Security Type/Description S&P Moody's Original YTM Accrued Amortized MarketTrade Settle Par
Federal Agency Bond / Note
FREDDIE MAC NOTES (CALLABLE)
DTD 10/26/2023 6.125% 10/26/2028
2,331,206.94 2,329,330.25 61,445.66 2,329,277.70 10/31/2310/30/23AaaAA+ 2,330,000.00 3134H1GS6 6.13 128,795.35 22,175,934.52 22,806,259.93 2.55 22,829,842.76 23,005,000.00 Security Type Sub-Total Corporate Note
AMAZON.COM INC CORPORATE NOTES
DTD 05/12/2021 0.450% 05/12/2024
457,300.72 459,974.88 799.25 459,328.40 05/12/2105/10/21A1AA 460,000.00 023135BW5 0.50
US BANCORP NOTES (CALLABLE)
DTD 07/29/2019 2.400% 07/30/2024
494,389.00 500,162.33 2,033.33 503,300.00 08/05/1908/01/19A3A 500,000.00 91159HHX1 2.26
TOYOTA MOTOR CREDIT CORP CORP
NOTES
DTD 02/13/2020 1.800% 02/13/2025
334,811.46 345,621.73 828.00 348,370.65 05/26/2005/20/20A1A+ 345,000.00 89236TGT6 1.58
INTEL CORP NOTES (CALLABLE)
DTD 07/29/2015 3.700% 07/29/2025
1,421,423.40 1,433,975.44 9,239.72 1,419,970.50 02/03/2302/01/23A3A- 1,450,000.00 458140AS9 4.59
JOHNSON & JOHNSON CORPORATE NOTES
DTD 08/25/2020 0.550% 09/01/2025
1,329,892.00 1,416,249.75 648.54 1,419,570.45 09/15/2009/11/20AaaAAA 1,415,000.00 478160CN2 0.48
BRISTOL-MYERS SQUIBB CO CORPORATE
NOTES
DTD 11/13/2020 0.750% 11/13/2025
466,848.00 498,419.20 1,437.50 495,715.00 06/25/2106/23/21A2A 500,000.00 110122DN5 0.95
NOVARTIS CAPITAL CORP NOTES
(CALLABLE)
DTD 11/20/2015 3.000% 11/20/2025
1,771,288.43 1,788,924.52 19,922.92 1,763,406.25 02/03/2302/01/23Aa3AA- 1,825,000.00 66989HAJ7 4.29
PROCTER & GAMBLE CO/THE CORPORATE
NOTES
DTD 02/01/2022 1.900% 02/01/2027
1,161,735.00 1,250,873.27 3,958.33 1,251,537.50 02/03/2202/01/22Aa3AA- 1,250,000.00 742718FV6 1.87
JOHN DEERE CAPITAL CORP CORPORATE
NOTES
DTD 09/08/2022 4.150% 09/15/2027
490,205.50 495,773.70 922.22 494,260.00 01/05/2301/03/23A1A 500,000.00 24422EWK1 4.42 Account 505-00 Page 10
IPF M Asset Management ILILC
For the Month Ending March 31, 2024Managed Account Detail of Securities Held CITY OF EL CAJON - OPERATING FUNDS - 505-00 - (12510521) Dated Date/Coupon/Maturity CUSIP Rating Rating Date Date Cost at Cost Interest Cost Value Security Type/Description S&P Moody's Original YTM Accrued Amortized MarketTrade Settle Par
Corporate Note
JPMORGAN CHASE & CO CORP NOTES
(CALLABLE
DTD 09/22/2021 1.470% 09/22/2027
908,412.00 904,356.78 367.50 870,290.00 01/05/2301/03/23A1A- 1,000,000.00 46647PCP9 4.56
TOYOTA MOTOR CREDIT CORP CORPORATE
NOTES
DTD 11/10/2022 5.450% 11/10/2027
1,018,040.00 1,022,577.27 21,345.83 1,030,320.00 01/05/2301/03/23A1A+ 1,000,000.00 89236TKL8 4.74 AMAZON.COM INC CORP NOTE (CALLABLE)
DTD 12/01/2022 4.550% 12/01/2027
997,651.00 1,003,446.29 15,166.67 1,004,660.00 12/27/2212/22/22A1AA 1,000,000.00 023135CP9 4.44
JPMORGAN CHASE CORP NOTES (CALLABLE)
DTD 02/24/2022 2.947% 02/24/2028
173,661.54 171,075.08 560.34 169,158.45 09/18/2309/14/23A1A- 185,000.00 46647PCW4 5.13
JPMORGAN CHASE & CORP NOTES
(CALLABLE)
DTD 04/25/2017 3.540% 05/01/2028
753,695.55 755,014.71 11,652.50 747,529.60 05/18/2305/16/23A1A- 790,000.00 46647PAF3 4.77
HERSHEY COMPANY CORP NOTES CALLABLE
DTD 05/04/2023 4.250% 05/04/2028
988,554.00 1,004,465.61 17,354.17 1,005,460.00 05/11/2305/09/23A1A 1,000,000.00 427866BH0 4.13
APPLE INC CORP NOTES CALLABLE
DTD 05/10/2023 4.000% 05/10/2028
1,476,115.50 1,501,068.12 23,500.00 1,501,305.00 05/11/2305/10/23AaaAA+ 1,500,000.00 037833ET3 3.98
WALMART INC CORPORATE NOTES
(CALLABLE)
DTD 06/27/2018 3.700% 06/26/2028
1,143,888.35 1,147,350.66 11,472.57 1,142,382.00 06/28/2306/26/23Aa2AA 1,175,000.00 931142EE9 4.32
BANK OF AMERICA CORP NOTES
(CALLABLE)
DTD 07/21/2017 3.593% 07/21/2028
480,203.99 474,368.45 3,528.13 469,594.45 07/31/2307/27/23A1A- 505,000.00 06051GGR4 5.21
BANK OF AMERICA CORP NOTES
(CALLABLE)
DTD 07/21/2017 3.593% 07/21/2028
1,041,234.41 1,030,416.68 7,650.09 1,020,145.80 07/26/2307/24/23A1A- 1,095,000.00 06051GGR4 5.17
BLACKROCK FUNDING INC CORPORATE
NOTES (C
DTD 03/14/2024 4.700% 03/14/2029
1,075,600.93 1,074,989.32 2,385.90 1,074,989.25 03/18/2403/14/24Aa3AA- 1,075,000.00 09290DAA9 4.70 Account 505-00 Page 11
IPF M Asset Management ILILC
For the Month Ending March 31, 2024Managed Account Detail of Securities Held CITY OF EL CAJON - OPERATING FUNDS - 505-00 - (12510521) Dated Date/Coupon/Maturity CUSIP Rating Rating Date Date Cost at Cost Interest Cost Value Security Type/Description S&P Moody's Original YTM Accrued Amortized MarketTrade Settle Par
154,773.51 17,984,950.78 18,279,103.79 3.73 18,191,293.30 18,570,000.00 Security Type Sub-Total 126,340,000.00 124,026,303.23 3.11 745,763.07 124,571,187.75 121,964,019.54 Managed Account Sub-Total Joint Powers Authority
CAMP Pool 103,375.15 103,375.15 0.00 103,375.15 NRAAAm 103,375.15 103,375.15 103,375.15 0.00 103,375.15 103,375.15 Liquid Sub-Total $126,443,375.15 $124,129,678.38 $745,763.07 $124,674,562.90 $122,067,394.69 3.11% $122,813,157.76
$745,763.07
Total Investments
Accrued Interest
Securities Sub-Total
Account 505-00 Page 12
IPF M Asset Management ILILC
For the Month Ending March 31, 2024Managed Account Fair Market Value & Analytics CITY OF EL CAJON - OPERATING FUNDS - 505-00 - (12510521) Value On Cost Amort CostCUSIP Broker Date PriceDated Date/Coupon/Maturity Par at Mkt Market Unreal G/L Unreal G/LNext Call MarketSecurity Type/Description YTMEffective Duration
U.S. Treasury Bond / Note
(6,086.26)(29,583.98) 2,019,304.69 99.72 MORGAN_S 2,025,000.00 912828X70US TREASURY NOTES DTD 05/01/2017 2.000% 04/30/2024
5.38 0.08
(7,173.52) 21,346.75 2,520,907.69 99.64 WELLS_F 2,530,000.00 912828WJ5US TREASURY NOTES DTD 05/15/2014 2.500% 05/15/2024
5.38 0.13
(11,820.73)(30,859.43) 989,531.20 98.95 RBC 1,000,000.00 9128282N9US TREASURY NOTES DTD 07/31/2017 2.125% 07/31/2024
5.29 0.34
(16,606.97)(57,474.99) 1,196,765.63 98.91 MERRILL 1,210,000.00 912828D56US TREASURY NOTES DTD 08/15/2014 2.375% 08/15/2024
5.32 0.38
(79,535.61)(179,052.99) 2,779,206.39 97.86 GOLDMAN 2,840,000.00 912828YM6US TREASURY NOTES DTD 10/31/2019 1.500% 10/31/2024
5.28 0.58
(40,565.11)(76,109.48) 1,700,028.99 97.98 MERRILL 1,735,000.00 9128283J7US TREASURY NOTES DTD 11/30/2017 2.125% 11/30/2024
5.24 0.66
(47,464.70)(36,902.34) 1,623,179.69 96.91 TD 1,675,000.00 91282CDZ1US TREASURY NOTES DTD 02/15/2022 1.500% 02/15/2025
5.15 0.87
(62,578.66)(86,901.87) 1,514,804.77 96.48 BNP_PAR 1,570,000.00 912828ZC7US TREASURY NOTES DTD 02/29/2020 1.125% 02/28/2025
5.10 0.91
(52,578.13)(13,188.05) 3,107,863.12 97.58 TD 3,185,000.00 91282CEQ0US TREASURY NOTES DTD 05/15/2022 2.750% 05/15/2025
4.99 1.10
(68,665.08)(57,000.00) 1,125,000.00 93.75 NOMURA 1,200,000.00 91282CAJ0US TREASURY NOTES DTD 08/31/2020 0.250% 08/31/2025
4.87 1.41
(55,844.08)(41,879.69) 915,687.50 93.44 NOMURA 980,000.00 91282CAM3US TREASURY NOTES DTD 09/30/2020 0.250% 09/30/2025
4.84 1.50
(78,863.61)(23,447.35) 1,627,773.35 93.02 TD 1,750,000.00 91282CAZ4US TREASURY NOTES DTD 11/30/2020 0.375% 11/30/2025
4.78 1.66
(104,699.66)(89,332.03) 1,460,812.50 92.75 JPM_CHA 1,575,000.00 91282CBC4US TREASURY NOTES DTD 12/31/2020 0.375% 12/31/2025
4.74 1.74
(73,235.99)(127,656.20) 960,468.80 96.05 GOLDMAN 1,000,000.00 9128286F2US TREASURY NOTES DTD 02/28/2019 2.500% 02/28/2026
4.68 1.88
(112,403.53)(94,331.75) 1,511,097.74 92.42 RBS 1,635,000.00 91282CBQ3US TREASURY NOTES DTD 02/28/2021 0.500% 02/28/2026
4.68 1.91
(21,304.41)(29,654.77) 2,363,152.46 99.92 CITIGRP 2,365,000.00 91282CGR6US TREASURY NOTES DTD 03/15/2023 4.625% 03/15/2026
4.67 1.89
(38,124.18)(36,523.44) 460,625.00 92.13 MERRILL 500,000.00 91282CCF6US TREASURY NOTES DTD 05/31/2021 0.750% 05/31/2026
4.61 2.15
Account 505-00 Page 13
IPF M Asset Management ILILC
For the Month Ending March 31, 2024Managed Account Fair Market Value & Analytics CITY OF EL CAJON - OPERATING FUNDS - 505-00 - (12510521) Value On Cost Amort CostCUSIP Broker Date PriceDated Date/Coupon/Maturity Par at Mkt Market Unreal G/L Unreal G/LNext Call MarketSecurity Type/Description YTMEffective Duration
U.S. Treasury Bond / Note
(46,932.90) 4,941.41 1,266,718.75 92.13 CITIGRP 1,375,000.00 91282CCF6US TREASURY NOTES DTD 05/31/2021 0.750% 05/31/2026
4.61 2.15
(55,969.73) 61,035.16 2,303,125.00 92.13 RBC 2,500,000.00 91282CCF6US TREASURY NOTES DTD 05/31/2021 0.750% 05/31/2026
4.61 2.15
(72,796.96)(69,680.91) 894,370.26 92.20 HSBC 970,000.00 91282CCJ8US TREASURY NOTES DTD 06/30/2021 0.875% 06/30/2026
4.56 2.23
(99,805.20)(95,671.88) 1,096,500.00 91.38 BARCLAY 1,200,000.00 91282CCP4US TREASURY NOTES DTD 07/31/2021 0.625% 07/31/2026
4.56 2.32
(70,539.81)(8,575.59) 2,482,993.75 93.88 CITIGRP 2,645,000.00 912828U24US TREASURY NOTES DTD 11/15/2016 2.000% 11/15/2026
4.50 2.55
(9,859.58) 15,703.12 941,250.00 94.13 HSBC 1,000,000.00 912828V98US TREASURY NOTES DTD 02/15/2017 2.250% 02/15/2027
4.45 2.79
(11,167.32)(3,906.25) 465,156.25 93.03 HSBC 500,000.00 91282CEC1US TREASURY NOTES DTD 02/28/2022 1.875% 02/28/2027
4.45 2.84
(30,866.00)(6,509.63) 2,404,668.10 95.23 CITIGRP 2,525,000.00 91282CEN7US TREASURY NOTES DTD 04/30/2022 2.750% 04/30/2027
4.42 2.94
(84,249.72) 56,106.78 2,559,004.83 88.55 MORGAN_ 2,890,000.00 912828ZS2US TREASURY NOTES DTD 05/31/2020 0.500% 05/31/2027
4.41 3.14
(31,597.18)(22,776.24) 1,414,869.46 96.58 NOMURA 1,465,000.00 91282CEW7US TREASURY NOTES DTD 06/30/2022 3.250% 06/30/2027
4.39 3.08
(9,166.98)(30,966.79) 799,828.13 105.94 MERRILL 755,000.00 912810FA1US TREASURY NOTES DTD 08/15/1997 6.375% 08/15/2027
4.46 3.08
(34,318.92)(3,188.21) 1,437,734.45 93.36 CITIGRP 1,540,000.00 9128282R0US TREASURY NOTES DTD 08/15/2017 2.250% 08/15/2027
4.39 3.26
(8,389.80)(311.72) 1,095,112.50 96.06 NOMURA 1,140,000.00 91282CFH9US TREASURY NOTES DTD 08/31/2022 3.125% 08/31/2027
4.38 3.25
(12,171.49) 83,865.23 1,700,156.25 87.19 RBS 1,950,000.00 91282CAL5US TREASURY NOTES DTD 09/30/2020 0.375% 09/30/2027
4.36 3.48
(584.89)(192.31) 2,440,396.75 99.20 CITIGRP 2,460,000.00 91282CFU0US TREASURY NOTES DTD 10/31/2022 4.125% 10/31/2027
4.37 3.31
(10,780.23)(9,490.23) 1,057,867.19 98.41 GOLDMAN 1,075,000.00 91282CGC9US TREASURY NOTES DTD 12/31/2022 3.875% 12/31/2027
4.34 3.49
(31,376.92)(35,058.60) 1,230,078.12 98.41 CITIGRP 1,250,000.00 91282CGC9US TREASURY NOTES DTD 12/31/2022 3.875% 12/31/2027
4.34 3.49
Account 505-00 Page 14
IPF M Asset Management ILILC
For the Month Ending March 31, 2024Managed Account Fair Market Value & Analytics CITY OF EL CAJON - OPERATING FUNDS - 505-00 - (12510521) Value On Cost Amort CostCUSIP Broker Date PriceDated Date/Coupon/Maturity Par at Mkt Market Unreal G/L Unreal G/LNext Call MarketSecurity Type/Description YTMEffective Duration
U.S. Treasury Bond / Note
(20,582.31)(18,846.88) 1,582,118.75 97.06 MORGAN_ 1,630,000.00 91282CGH8US TREASURY NOTES DTD 01/31/2023 3.500% 01/31/2028
4.34 3.60
(46,280.50)(50,875.00) 2,174,562.50 98.84 HSBC 2,200,000.00 91282CGP0US TREASURY NOTES DTD 02/28/2023 4.000% 02/29/2028
4.32 3.65
(38,919.51)(34,290.89) 2,363,996.22 97.48 JPM_CHA 2,425,000.00 91282CGT2US TREASURY NOTES DTD 03/31/2023 3.625% 03/31/2028
4.32 3.76
(32,417.06)(32,656.25) 1,013,650.00 97.00 BNP_PAR 1,045,000.00 91282CHA2US TREASURY NOTES DTD 04/30/2023 3.500% 04/30/2028
4.31 3.78
(27,575.91) 12,714.84 1,861,781.25 88.66 NOMURA 2,100,000.00 91282CBZ3US TREASURY NOTES DTD 04/30/2021 1.250% 04/30/2028
4.31 3.96
(31,135.84)(32,074.33) 2,274,484.26 98.89 BNP_PAR 2,300,000.00 91282CHK0US TREASURY NOTES DTD 06/30/2023 4.000% 06/30/2028
4.29 3.91
10,390.26 2,361.25 1,623,867.11 104.77 NOMURA 1,550,000.00 912810FE3US TREASURY NOTES DTD 08/15/1998 5.500% 08/15/2028
4.29 3.94
11,052.38 11,225.59 2,384,648.44 100.41 CITIGRP 2,375,000.00 91282CHX2US TREASURY NOTES DTD 08/31/2023 4.375% 08/31/2028
4.27 4.05
52,102.36 53,632.04 2,368,565.63 101.44 JPM_CHA 2,335,000.00 91282CJA0US TREASURY NOTES DTD 09/30/2023 4.625% 09/30/2028
4.27 4.12
(5,467.98)(6,132.76) 1,005,468.80 100.55 BMO 1,000,000.00 91282CJN2US TREASURY N/B NOTES DTD 11/30/2023 4.375% 11/30/2028
4.24 4.21
(3,573.80)(4,172.60) 1,095,960.99 100.55 MERRILL 1,090,000.00 91282CJN2US TREASURY N/B NOTES DTD 11/30/2023 4.375% 11/30/2028
4.24 4.21
(31,580.91)(30,281.25) 3,327,750.00 97.88 CITIGRP 3,400,000.00 91282CJR3US TREASURY N/B NOTES DTD 12/31/2023 3.750% 12/31/2028
4.25 4.35
1,704.37 2,152.82 1,653,039.15 98.98 BNP_PAR 1,670,000.00 91282CJW2US TREASURY N/B NOTES DTD 01/31/2024 4.000% 01/31/2029
4.23 4.41
1,444.74 1,445.26 1,001,406.20 100.14 BNP_PAR 1,000,000.00 91282CKD2US TREASURY N/B NOTES DTD 02/29/2024 4.250% 02/28/2029
4.22 4.47
2,423.45 2,428.05 1,482,081.18 100.14 BMO 1,480,000.00 91282CKD2US TREASURY N/B NOTES DTD 02/29/2024 4.250% 02/28/2029
4.22 4.47
(1,176,598.38) 4.60 (1,656,540.12) 80,679,419.79 83,615,000.00 Security Type Sub-Total 2.64 Supra-National Agency Bond / Note
Account 505-00 Page 15
IPF M Asset Management ILILC
For the Month Ending March 31, 2024Managed Account Fair Market Value & Analytics CITY OF EL CAJON - OPERATING FUNDS - 505-00 - (12510521) Value On Cost Amort CostCUSIP Broker Date PriceDated Date/Coupon/Maturity Par at Mkt Market Unreal G/L Unreal G/LNext Call MarketSecurity Type/Description YTMEffective Duration
Supra-National Agency Bond / Note
(26,149.67)(25,434.55) 1,123,714.45 97.71 JPM_CHA 1,150,000.00 4581X0DZ8INTER-AMERICAN DEVEL BK NOTES DTD 09/23/2021 0.500% 09/23/2024
5.38 0.48
(25,434.55) 5.38 (26,149.67) 1,123,714.45 1,150,000.00 Security Type Sub-Total 0.48 Federal Agency Bond / Note
(9,394.11)(15,494.00) 990,936.00 99.09 NOMURA 1,000,000.00 3135G0V75FANNIE MAE NOTES DTD 07/08/2019 1.750% 07/02/2024
5.32 0.26
(14,220.45)(3,031.29) 1,620,180.36 99.09 JEFFERIE 1,635,000.00 3135G0V75FANNIE MAE NOTES DTD 07/08/2019 1.750% 07/02/2024
5.32 0.26
(46,156.25)(42,042.28) 1,698,089.17 97.31 MIZUHO 1,745,000.00 3135G0X24FANNIE MAE NOTES DTD 01/10/2020 1.625% 01/07/2025
5.23 0.77
(37,032.60)(73,055.00) 920,778.00 96.92 TD 950,000.00 3137EAEP0FREDDIE MAC NOTES DTD 02/14/2020 1.500% 02/12/2025
5.17 0.86
(36,858.65)(48,204.80) 1,085,548.80 96.92 TD 1,120,000.00 3137EAEP0FREDDIE MAC NOTES DTD 02/14/2020 1.500% 02/12/2025
5.17 0.86
(58,344.12)(96,138.00) 1,584,707.40 96.92 WELLS_F 1,635,000.00 3137EAEP0FREDDIE MAC NOTES DTD 02/14/2020 1.500% 02/12/2025
5.17 0.86
(60,114.09)(64,197.90) 1,241,015.10 95.46 KEYBANC 1,300,000.00 3135G03U5FANNIE MAE NOTES DTD 04/24/2020 0.625% 04/22/2025
5.07 1.06
(62,677.67)(60,795.60) 1,136,720.40 94.73 NOMURA 1,200,000.00 3135G04Z3FANNIE MAE NOTES DTD 06/19/2020 0.500% 06/17/2025
5.03 1.21
(40,976.65)(38,289.96) 688,074.64 94.26 WELLS_F 730,000.00 3137EAEU9FREDDIE MAC NOTES DTD 07/23/2020 0.375% 07/21/2025
4.96 1.31
(70,144.35)(67,771.20) 1,048,857.60 93.65 CITIGRP 1,120,000.00 3137EAEX3FREDDIE MAC NOTES DTD 09/25/2020 0.375% 09/23/2025
4.87 1.48
(72,926.27)(76,083.12) 1,003,636.13 93.36 WELLS_F 1,075,000.00 3135G06G3FANNIE MAE NOTES DTD 11/12/2020 0.500% 11/07/2025
4.85 1.59
(107,796.63)(104,123.25) 1,540,464.75 93.36 JEFFERI 1,650,000.00 3135G06G3FANNIE MAE NOTES DTD 11/12/2020 0.500% 11/07/2025
4.85 1.59
(2,384.98)(2,362.80) 1,647,389.70 99.84 CITIGRP 1,650,000.00 3133EPK38FEDERAL FARM CREDIT BANK NOTES (CALLABLE
DTD 12/07/2023 5.580% 12/07/2026
5.64 2.49
Account 505-00 Page 16
IPF M Asset Management ILILC
For the Month Ending March 31, 2024Managed Account Fair Market Value & Analytics CITY OF EL CAJON - OPERATING FUNDS - 505-00 - (12510521) Value On Cost Amort CostCUSIP Broker Date PriceDated Date/Coupon/Maturity Par at Mkt Market Unreal G/L Unreal G/LNext Call MarketSecurity Type/Description YTMEffective Duration
Federal Agency Bond / Note
(13,425.41) 35,428.00 1,773,848.00 88.69 02/25/25KEYBANC 2,000,000.00 3130ALAT1FEDERAL HOME LOAN BANK NOTES (CALLABLE)
DTD 02/25/2021 0.850% 08/25/2027
4.44 0.90
554.54 628.13 769,785.94 99.97 06/28/24RBC 770,000.00 3134H1DS9FREDDIE MAC NOTES (CALLABLE) DTD 09/28/2023 6.000% 09/28/2028
6.01 0.24
(304.41)(304.41) 1,094,695.59 99.97 06/28/24RBC 1,095,000.00 3134H1DS9FREDDIE MAC NOTES (CALLABLE) DTD 09/28/2023 6.000% 09/28/2028
6.01 0.24
1,876.69 1,929.24 2,331,206.94 100.05 04/26/24RBC 2,330,000.00 3134H1GS6FREDDIE MAC NOTES (CALLABLE) DTD 10/26/2023 6.125% 10/26/2028
6.11 0.07
(653,908.24) 5.27 (630,325.41) 22,175,934.52 23,005,000.00 Security Type Sub-Total 0.93 Corporate Note
(2,674.16)(2,027.68) 457,300.72 99.41 JPM_CHA 460,000.00 023135BW5AMAZON.COM INC CORPORATE NOTES DTD 05/12/2021 0.450% 05/12/2024
5.50 0.12
(5,773.33)(8,911.00) 494,389.00 98.88 06/28/24MKTX 500,000.00 91159HHX1US BANCORP NOTES (CALLABLE) DTD 07/29/2019 2.400% 07/30/2024
5.81 0.25
(10,810.27)(13,559.19) 334,811.46 97.05 CITIGRP 345,000.00 89236TGT6TOYOTA MOTOR CREDIT CORP CORP NOTES
DTD 02/13/2020 1.800% 02/13/2025
5.32 0.86
(12,552.04) 1,452.90 1,421,423.40 98.03 04/29/25BARCLAY 1,450,000.00 458140AS9INTEL CORP NOTES (CALLABLE) DTD 07/29/2015 3.700% 07/29/2025
5.25 1.06
(86,357.75)(89,678.45) 1,329,892.00 93.99 08/01/25GOLDMAN 1,415,000.00 478160CN2JOHNSON & JOHNSON CORPORATE NOTES DTD 08/25/2020 0.550% 09/01/2025
4.99 1.33
(31,571.20)(28,867.00) 466,848.00 93.37 10/13/25MERRILL 500,000.00 110122DN5BRISTOL-MYERS SQUIBB CO CORPORATE NOTES
DTD 11/13/2020 0.750% 11/13/2025
5.07 1.53
(17,636.09) 7,882.18 1,771,288.43 97.06 08/20/25JPM_CHA 1,825,000.00 66989HAJ7NOVARTIS CAPITAL CORP NOTES (CALLABLE)
DTD 11/20/2015 3.000% 11/20/2025
4.89 1.36
(89,138.27)(89,802.50) 1,161,735.00 92.94 MISL 1,250,000.00 742718FV6PROCTER & GAMBLE CO/THE CORPORATE NOTES
DTD 02/01/2022 1.900% 02/01/2027
4.58 2.76
Account 505-00 Page 17
IPF M Asset Management ILILC
For the Month Ending March 31, 2024Managed Account Fair Market Value & Analytics CITY OF EL CAJON - OPERATING FUNDS - 505-00 - (12510521) Value On Cost Amort CostCUSIP Broker Date PriceDated Date/Coupon/Maturity Par at Mkt Market Unreal G/L Unreal G/LNext Call MarketSecurity Type/Description YTMEffective Duration
Corporate Note
(5,568.20)(4,054.50) 490,205.50 98.04 JPM_CHA 500,000.00 24422EWK1JOHN DEERE CAPITAL CORP CORPORATE NOTES
DTD 09/08/2022 4.150% 09/15/2027
4.77 3.25
4,055.22 38,122.00 908,412.00 90.84 09/22/26GOLDMAN 1,000,000.00 46647PCP9JPMORGAN CHASE & CO CORP NOTES (CALLABLE
DTD 09/22/2021 1.470% 09/22/2027
4.34 2.44
(4,537.27)(12,280.00) 1,018,040.00 101.80 BARCLAY 1,000,000.00 89236TKL8TOYOTA MOTOR CREDIT CORP
CORPORATE NOTES
DTD 11/10/2022 5.450% 11/10/2027
4.90 3.26
(5,795.29)(7,009.00) 997,651.00 99.77 11/01/27JPM_CHA 1,000,000.00 023135CP9AMAZON.COM INC CORP NOTE (CALLABLE) DTD 12/01/2022 4.550% 12/01/2027
4.62 3.30
2,586.46 4,503.09 173,661.54 93.87 02/24/27MERRILL 185,000.00 46647PCW4JPMORGAN CHASE CORP NOTES (CALLABLE)
DTD 02/24/2022 2.947% 02/24/2028
4.68 2.79
(1,319.16) 6,165.95 753,695.55 95.40 05/01/27FTN 790,000.00 46647PAF3JPMORGAN CHASE & CORP NOTES (CALLABLE)
DTD 04/25/2017 3.540% 05/01/2028
4.79 2.90
(15,911.61)(16,906.00) 988,554.00 98.86 04/04/28JPM_CHA 1,000,000.00 427866BH0HERSHEY COMPANY CORP NOTES
CALLABLE
DTD 05/04/2023 4.250% 05/04/2028
4.56 3.66
(24,952.62)(25,189.50) 1,476,115.50 98.41 04/10/28MORGAN_ 1,500,000.00 037833ET3APPLE INC CORP NOTES CALLABLE DTD 05/10/2023 4.000% 05/10/2028
4.43 3.70
(3,462.31) 1,506.35 1,143,888.35 97.35 03/26/28MERRILL 1,175,000.00 931142EE9WALMART INC CORPORATE NOTES (CALLABLE)
DTD 06/27/2018 3.700% 06/26/2028
4.39 3.70
5,835.54 10,609.54 480,203.99 95.09 07/21/27MKTX 505,000.00 06051GGR4BANK OF AMERICA CORP NOTES (CALLABLE)
DTD 07/21/2017 3.593% 07/21/2028
4.87 3.12
10,817.73 21,088.61 1,041,234.41 95.09 07/21/27MERRILL 1,095,000.00 06051GGR4BANK OF AMERICA CORP NOTES (CALLABLE)
DTD 07/21/2017 3.593% 07/21/2028
4.87 3.12
611.61 611.68 1,075,600.93 100.06 02/14/29SEEL 1,075,000.00 09290DAA9BLACKROCK FUNDING INC CORPORATE
NOTES (C
DTD 03/14/2024 4.700% 03/14/2029
4.69 4.40
Account 505-00 Page 18
IPF M Asset Management ILILC
For the Month Ending March 31, 2024Managed Account Fair Market Value & Analytics CITY OF EL CAJON - OPERATING FUNDS - 505-00 - (12510521) Value On Cost Amort CostCUSIP Broker Date PriceDated Date/Coupon/Maturity Par at Mkt Market Unreal G/L Unreal G/LNext Call MarketSecurity Type/Description YTMEffective Duration
(206,342.52) 4.81 (294,153.01) 17,984,950.78 18,570,000.00 Security Type Sub-Total 2.56 126,340,000.00 121,964,019.54 (2,062,283.69) (2,607,168.21) 4.76 Managed Account Sub-Total 2.30 Joint Powers Authority
0.00 0.00 103,375.15 1.00 103,375.15 CAMP Pool 0.00 103,375.15 103,375.15 0.00 0.00 Liquid Sub-Total 0.00 Total Investments $122,813,157.76
$745,763.07
$122,067,394.69
Accrued Interest
Securities Sub-Total $126,443,375.15 ($2,062,283.69) ($2,607,168.21) 4.76% 2.30 Account 505-00 Page 19
IPF M Asset Management ILILC
For the Month Ending March 31, 2024Managed Account Security Transactions & Interest CITY OF EL CAJON - OPERATING FUNDS - 505-00 - (12510521) Transaction Type
Trade CUSIPSecurity DescriptionSettle Par Proceeds
Principal Accrued
Interest Total Cost
Realized G/L Realized G/L Sale
Amort Cost Method
BUY
03/05/24 US TREASURY NOTES
DTD 10/31/2022 4.125% 10/31/2027
91282CFU0 (2,440,589.06) (35,125.96) (2,475,715.02) 2,460,000.00 03/01/24 03/05/24 US TREASURY N/B NOTES
DTD 02/29/2024 4.250% 02/28/2029
91282CKD2 (1,479,653.13) (854.62) (1,480,507.75) 1,480,000.00 03/01/24 03/05/24 US TREASURY N/B NOTES
DTD 02/29/2024 4.250% 02/28/2029
91282CKD2 (999,960.94) (577.45) (1,000,538.39) 1,000,000.00 03/01/24 03/18/24 BLACKROCK FUNDING INC CORPORATE
NOTES (C
DTD 03/14/2024 4.700% 03/14/2029
09290DAA9 (1,074,989.25) (561.39) (1,075,550.64) 1,075,000.00 03/14/24 (37,119.42) (6,032,311.80)(5,995,192.38) 6,015,000.00 Transaction Type Sub-Total
INTEREST
03/01/24 JOHNSON & JOHNSON CORPORATE
NOTES
DTD 08/25/2020 0.550% 09/01/2025
478160CN2 0.00 3,891.25 3,891.25 1,415,000.00 03/01/24 03/15/24 US TREASURY NOTES
DTD 03/15/2023 4.625% 03/15/2026
91282CGR6 0.00 54,690.63 54,690.63 2,365,000.00 03/15/24 03/15/24 JOHN DEERE CAPITAL CORP
CORPORATE NOTES
DTD 09/08/2022 4.150% 09/15/2027
24422EWK1 0.00 10,375.00 10,375.00 500,000.00 03/15/24 03/22/24 JPMORGAN CHASE & CO CORP NOTES
(CALLABLE
DTD 09/22/2021 1.470% 09/22/2027
46647PCP9 0.00 7,350.00 7,350.00 1,000,000.00 03/22/24 03/23/24 FREDDIE MAC NOTES
DTD 09/25/2020 0.375% 09/23/2025
3137EAEX3 0.00 2,100.00 2,100.00 1,120,000.00 03/23/24 03/23/24 INTER-AMERICAN DEVEL BK NOTES
DTD 09/23/2021 0.500% 09/23/2024
4581X0DZ8 0.00 2,875.00 2,875.00 1,150,000.00 03/23/24 03/25/24 FEDERAL HOME LOAN BANK NOTES
(CALLABLE)
DTD 02/25/2021 0.850% 08/25/2027
3130ALAT1 0.00 1,416.67 1,416.67 2,000,000.00 03/25/24 03/28/24 FREDDIE MAC NOTES (CALLABLE)
DTD 09/28/2023 6.000% 09/28/2028
3134H1DS9 0.00 55,950.00 55,950.00 1,865,000.00 03/28/24 03/31/24 US TREASURY NOTES
DTD 03/31/2023 3.625% 03/31/2028
91282CGT2 0.00 43,953.13 43,953.13 2,425,000.00 03/31/24 Account 505-00 Page 20
IPF M Asset Management ILILC
For the Month Ending March 31, 2024Managed Account Security Transactions & Interest CITY OF EL CAJON - OPERATING FUNDS - 505-00 - (12510521) Transaction Type
Trade CUSIPSecurity DescriptionSettle Par Proceeds
Principal Accrued
Interest Total Cost
Realized G/L Realized G/L Sale
Amort Cost Method
INTEREST
03/31/24 US TREASURY NOTES
DTD 09/30/2020 0.250% 09/30/2025
91282CAM3 0.00 1,225.00 1,225.00 980,000.00 03/31/24 03/31/24 US TREASURY NOTES
DTD 09/30/2020 0.375% 09/30/2027
91282CAL5 0.00 3,656.25 3,656.25 1,950,000.00 03/31/24 03/31/24 US TREASURY NOTES
DTD 09/30/2023 4.625% 09/30/2028
91282CJA0 0.00 53,996.88 53,996.88 2,335,000.00 03/31/24 241,479.81 241,479.81 0.00 19,105,000.00 Transaction Type Sub-Total
MATURITY
03/15/24 PFIZER INC CORP NOTES
DTD 03/11/2019 2.950% 03/15/2024
717081ES8 1,000,000.00 14,750.00 1,014,750.00 (12,190.00) 0.00 1,000,000.00 03/15/24 14,750.00 0.00 (12,190.00) 1,014,750.00 1,000,000.00 1,000,000.00 Transaction Type Sub-Total (4,995,192.38) 219,110.39 (4,776,081.99) (12,190.00) 0.00 Managed Account Sub-Total Total Security Transactions ($12,190.00)($4,776,081.99)$219,110.39 ($4,995,192.38) $0.00 Account 505-00 Page 21
IPF M Asset Management ILILC
For the Month Ending March 31, 2024Account Statement
CITY OF EL CAJON - OPERATING FUNDS - 505-00
Total Settlement Dollar AmountShare or Trade
Shares OwnedDate Transaction Description of TransactionUnit PriceDate CAMP Pool
4,987,329.42 Opening Balance
03/01/24 03/01/24 Purchase - Interest 478160CN2 1.00 3,891.25 4,991,220.67 03/05/24 03/05/24 Redemption - Principal 91282CFU0 1.00 (2,440,589.06) 2,550,631.61 03/05/24 03/05/24 Redemption - Interest 91282CFU0 1.00 (35,125.96) 2,515,505.65 03/05/24 03/05/24 Redemption - Interest 91282CKD2 1.00 (854.62) 2,514,651.03 03/05/24 03/05/24 Redemption - Principal 91282CKD2 1.00 (1,479,653.13) 1,034,997.90 03/05/24 03/05/24 Redemption - Interest 91282CKD2 1.00 (577.45) 1,034,420.45 03/05/24 03/05/24 Redemption - Principal 91282CKD2 1.00 (999,960.94) 34,459.51 03/15/24 03/15/24 Purchase - Interest 24422EWK1 1.00 10,375.00 44,834.51 03/15/24 03/15/24 Purchase - Interest 91282CGR6 1.00 54,690.63 99,525.14 03/15/24 03/15/24 Purchase - Principal 717081ES8 1.00 1,014,750.00 1,114,275.14 03/18/24 03/18/24 Redemption - Principal 09290DAA9 1.00 (1,074,989.25) 39,285.89 03/18/24 03/18/24 Redemption - Interest 09290DAA9 1.00 (561.39) 38,724.50 03/22/24 03/22/24 Purchase - Interest 46647PCP9 1.00 7,350.00 46,074.50 03/25/24 03/25/24 Purchase - Interest 3130ALAT1 1.00 1,416.67 47,491.17 03/25/24 03/25/24 Purchase - Interest 3137EAEX3 1.00 2,100.00 49,591.17 03/25/24 03/25/24 Purchase - Interest 4581X0DZ8 1.00 2,875.00 52,466.17 03/26/24 03/26/24 IP Fees February 2024 1.00 (8,301.04) 44,165.13 03/26/24 03/26/24 U.S. Bank Fees January 2024 1.00 (402.75) 43,762.38 03/28/24 03/28/24 Purchase - Interest 3134H1DS9 1.00 55,950.00 99,712.38 03/28/24 04/01/24 Accrual Income Div Reinvestment - Distributions 1.00 3,662.77 103,375.15 Account 505-00 Page 22
IPF M Asset Management ILILC
For the Month Ending March 31, 2024Account Statement
CITY OF EL CAJON - OPERATING FUNDS - 505-00
Total Settlement Dollar AmountShare or Trade
Shares OwnedDate Transaction Description of TransactionUnit PriceDate 103,375.15
103,375.15
103,375.15
790,287.62
6,018.95
0.00 (12,707,035.25)
12,747,905.22
62,505.18
3,662.77
103,375.15
0.00 (6,041,015.59)
1,157,061.32
4,987,329.42
Monthly Distribution Yield
Average Monthly Balance
Closing Balance
Fiscal YTDMonth of
Cash Dividends and Income
Closing Balance
Check Disbursements
Redemptions (Excl. Checks)
Purchases
Opening Balance
Closing Balance
March January-March
5.48%
Account 505-00 Page 23
IPF M Asset Management ILILC
City Council
Agenda Report
Agenda Item 13.
DATE: May 14, 2024
TO: Honorable Mayor and City Councilmembers
FROM: Mara Romano, Purchasing Agent
SUBJECT: Rejection of Sole Proposal to RFP No. 007-25 – East County Market Nights Management Services Re-Bid
RECOMMENDATION:
That the City Council adopts the next Resolution, in order, to reject the sole proposal.
BACKGROUND:
The East County Market Nights Management Services Re-Bid entails the management of the weekly event which is a combination of a certified farmers’ market, live music, food truck display, and beer and wine garden.
The Request for Proposal was advertised on March 13, 2024. One proposal was received from Knick Knacks Events, LLC (KKELLC) on April 16, 2024, and independently reviewed by a five-person evaluation committee. The committee based its assessment on the evaluation criteria specified in the RFP: creativity and innovation; team skill level, enthusiasm, and familiarity with East County; implementation plan; and detailed budget and cost proposals.
The sole proposal was reviewed and the City conducted an interview with KKELLC.
Subsequently, City staff determined the organization was not adequately prepared to produce an event of this nature. Therefore, staff concluded it would be in the City’s best interest to reject the sole bid and research alternatives. City staff will present options at a future City Council meeting.
CALIFORNIA ENVIRONMENTAL QUALITY ACT:
Rejection of the bid is not subject to the California Environmental Quality Act (CEQA) since there is no project.
FISCAL IMPACT:
None.
Prepared By: Mara Romano, Purchasing Agent
Reviewed By: Graham Mitchell, City Manager
Approved By: Graham Mitchell, City Manager
Attachments
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Resolution
RESOLUTION NO. ___-24
RESOLUTION OF THE CITY COUNCIL OF THE CITY OF EL CAJON
REJECTING THE SOLE PROPOSAL RECEIVED FOR THE
EAST COUNT MARKET NIGHTS MANAGEMENT SERVICES RE-BID
(RFP No. 007-25)
WHEREAS, t he City Council has expressed a desire to conduct a weekly community event in the City of El Cajon (the "City") , which would be a combination of a certified farmers’ market, live music, food truck display, and beer and wine garden, to provide weekly local shopping and entertainment in a central location, easily accessible to residents (the "Project"); and
WHEREAS, in order successfully implement the Project, there is a need for a management and services contractor to be hired; and
WHEREAS, the East County Market Nights Management Services Re- Bid Request for Proposals No. 007-25 (the "RFP") was advertised on March 13, 2024, and one (1) proposal was received from Knick Knacks Events, LLC ( "KKELLC") on April 16, 2024 (the "Proposal"); and
WHEREAS, the Proposal was independently reviewed by a five-person evaluation committee that based its assessment on the evaluation criteria specified in the RFP , including creativity and innovation; team skill level, enthusiasm, and familiarity with East County; implementation plan; and detailed budget and cost proposals; and W
HEREAS, after conducting an interview with KKELLC, City staff determined the organization was not adequately prepared to produce an event of this nature, and staff therefore concluded it would be in the City’s best interest to recommend to the City
Council that it reject the Proposal and research alternatives to the Project; and WH
EREAS, the proposed recommendation to reject the Proposal is exempt from the California Environmental Quality Act ("CEQA") as there is no project.
NOW, THEREFORE, BE IT RESOLVED BY THE CITY COUNCIL OF THE CITY OF EL CAJON AS FOLLOWS:
1. The above recitals are true and correct, and are the findings of the City Council.
2. The City Council hereby rejects the Proposal received from Knick Knacks Events, LLC in response to RFP No. 007-25, and authorizes staff to present options at a future City Council meeting.
4. The rejection of the Proposal is exempt from CEQA as there is no project. 5/14/24
CC Agenda
Reso – RFP 007-25 – Reject East County Market Nights Mgmt Svcs Proposal 050224 City Council
Agenda Report
Agenda Item 14.
DATE: May 14, 2024
TO: Honorable Mayor and City Councilmembers
FROM: Noah Alvey, Deputy Director of Community Development SUBJECT: Zoning Code Update
RECOMMENDATION:
That the City Council:
Opens the Public Hearing and receives testimony;1.
Closes the Public Hearing;2.
Moves to adopt the next Resolution, in order, approving the California Environmental Quality Act exemption; and
3. Introduces the next Ordinance, in order, approving Zoning Code Amendment No. 2024-0001.
4. PROJECT DESCRIPTION:
Each year, staff implements direction from the City Council, and identifies potential technical cleanups during their routine administration of the Zoning Code. A list of cleanups, clarifications and revisions are then brought forward as an amendment to Title 17. The current Zoning Code Update is primarily related to the prohibition of intoxicating hemp, residential zoning clean-ups for design guidelines and development standards, moveable tiny homes, and exterior yard regulations. Other minor, non-substantive changes are also included to improve clarity and consistency in the interpretation of the Zoning Code.
BACKGROUND:
The Zoning Code was comprehensively revised and reorganized in 2010. Since then, substantive changes and minor technical clean-ups have occurred in the years following the 2010 update. Typically, Zoning Code updates are completed on an annual basis at the end of each calendar year or when circumstances require otherwise. On November 21, 2023, the Planning Commission received the planned scope of work for a Zoning Code update. At that meeting, the Commissioners discussed some of the basic economic development initiatives and housing related changes that were anticipated.
On December 12, 2023, the City Council directed staff to provide an analysis of the merits of modifying the El Cajon Municipal Code to allow permanent and semi-permanent shade structures in residential front yards. On March 12, 2024, the City Council provided direction to staff to evaluate options for fences greater than 42 inches in front yards or street side yards and to refer a recommendation to the Planning Commission and then the City Council for consideration.
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DISCUSSION
The proposed Zoning Code changes are summarized as follows:
Economic Development
The update proposes to increase opportunities for recycling in commercial zones. Currently, only bottles and cans can be recycled in commercial zones. The proposed update will allow cardboard and e-waste recycling in commercial zones with the approval of a conditional use permit. The update also specifies that modular buildings or prefabricated structures can be used if they are compatible with surrounding buildings and uses.
Marijuana, also known as cannabis, and hemp-related regulations are proposed to be updated to clarify a prohibition on intoxicating hemp. Currently, intoxicating hemp products are unregulated, and the proposed changes will make their sale prohibited. This prohibition aligns with the City’s existing marijuana prohibition and is consistent with state and federal laws.
Housing
In order to increase flexibility and options for less expensive accessory dwelling units, new regulations are proposed for moveable tiny homes and to allow them as accessory dwelling units. The regulations include detailed design standards such as pitched roofs and siding to ensure compatibility with the residential neighborhood, as well as sewer and electrical connections. Additional miscellaneous changes are proposed to address issues such as the percentage of windows per elevation for new dwellings. The staff is proposing a reduction in the percentage required for non-street-facing elevations.
Miscellaneous
Several miscellaneous changes are proposed to clarify landscaping requirements, expand the definition of special training and schooling to include dance studios, clarify shade tree requirements in parking lots, etc. A proposed change to require pool covers was removed by the Planning Commission and direction was provided to staff to prepare a handout with information regarding the cost and energy-saving benefits associated with pool covers.
Shade Structures
Existing regulations allow the use of temporary shade structures at single family homes for the purpose of providing covered parking for disabled individuals when no other covered parking option is available. The zoning code also permits the use of patio furniture in the front yard, including umbrellas.
With many single-family properties now being developed with accessory dwelling units, the demand for covered outdoor space is increasing. The Planning Commission supported increasing opportunities for permanent and temporary shade structures in front yards by utilizing the same approach as shade structures for parking with the approval of an Administrative Zoning Permit. The Planning Commission also recommended criteria for approval such as the presence of constraints (steep slopes or rock outcroppings, or physical improvements such as an accessory dwelling unit, pool, or other similar permanent improvement), design standards, setbacks, and compliance with building codes.
The Zoning Code currently allows permanent uncovered porches to extend from the front door landing area into the front yard setback not more than six feet. The Planning Commission supported flexibility for permanent covered porches by recommending that covered porches be allowed to maintain the same six-foot encroachment into a setback as an uncovered porch.
This change is consistent with the recently adopted residential design guidelines which encourage the use of covered entries as a design feature.
Fences
Existing fencing regulations allow any fencing material up to 42 inches in height. For fencing taller than 42 inches within a front or street side yard, the only exception to the 42-inch limitation is wrought iron fencing that is 90 percent open to view in order to ensure safety and sight distance when vehicles are exiting a driveway. On March 12, 2024, the City Council directed staff to analyze exterior yard fencing options and provide recommendations to the Planning Commission. The City Council indicated an opportunity for fencing materials other than wrought iron. The Planning Commission recommended that options include metal and wire fencing, subject to design criteria such as the wire thickness or gauge and minimum opening diameters to ensure safe sight distance.
An exhibit with examples of shade structures, front porches, and fencing has been prepared as an attachment to the agenda report. A draft ordinance containing amendments to El Cajon Municipal Code has been prepared for the City Council’s review in underline strikeout format.
The draft ordinance modifies the current regulatory scheme accordingly.
PLANNING COMMISSION RECOMMENDATION:
On April 2, 2024, the Planning Commission held a public hearing and unanimously voted to recommend approval of the proposed Zoning Code Update, while excluding a change to require additional pool covers on newly constructed pools and directing to staff to prepare a handout with information regarding the cost and energy-saving benefits associated with pool covers.
FINDINGS:
The proposed zoning amendment, including any changes proposed in the various land uses to be authorized, is compatible with the objectives, policies, general land uses, and programs specified in the general plan.
A.
The proposed changes to the Zoning Code further the goals of the General Plan by implementing reforms to reduce governmental constraints to development. Further, pursuant to Goal 10, the city “shall periodically revise its regulatory codes, ordinances and policies so that they may reflect current, upgraded standards of development and performance.” The proposed changes ensure clarity and eliminate existing ambiguities within Zoning Code. They also address the need to enhance the diversity and vitality of the community’s commercial areas, and the quality of life of El Cajon residents.
The proposed zoning amendment is consistent with any applicable specific plan governing development of the subject property.
B.
The proposed zoning code amendment is applicable citywide. No zone changes are proposed as part of this project, and thus the proposed changes do not conflict with specific plans.
It is in the public necessity and convenience and/or general welfare that the zoning regulations governing the property be changed.
C.
The proposed Zoning Code amendments will not significantly alter the character of the City nor cause significant health, safety or welfare concerns, since the amendments are consistent with the General Plan and directly implement City goals and policies to ensure a healthy and safe community. Further, the proposed changes provide clarity, consistency, objective standards, and help streamline development review processes in accordance with State law.
CALIFORNIA ENVIRONMENTAL QUALITY ACT:
The proposed Zoning Code Amendment is exempt from the provisions of the California Environmental Quality Act (CEQA) according to the common sense exemption (CEQA Guidelines, section 15061(b)(3)). The common sense exemption applies where it can be seen with certainty that there is no possibility that the activity in question may have a significant effect on the environment. The proposed amendment does not result in any development or changes to the physical environment and does not raise this project to a level of significance that warrants CEQA analysis.
PUBLIC NOTICE & INPUT:
Notice of this public hearing was published in the East County Gazette on March 21, 2024 in compliance with Government Code sections 65090, 65091, and 65092, as applicable.
Additionally, as a public service, the notice was posted in the kiosk at City Hall and on the City’s website under “Public Hearings/Public Notices.” The notice was also mailed to the two public libraries in the City of El Cajon, located at 201 East Douglas Avenue and 576 Garfield Avenue.
RECOMMENDATION:
Staff recommends approval of Zoning Code Amendment No. 2024-0001 for economic development, housing, and minor technical changes, revisions, and edits for clarity and consistency.
Prepared By: Noah Alvey, Deputy Director of Community Development Reviewed By: Anthony Shute, Director of Community Development Approved By: Graham Mitchell, City Manager
Attachments
CEQA Resolution
Ordinance
Redlined Changes
Examples of Proposed Changes
Summary of Zoning Code Updates
Public Hearing Notice
RESOLUTION NO. ___-24
A RESOLUTION APPROVING
CALIFORNIA ENVIRONMENTAL QUALITY ACT (CEQA) EXEMPTION
SECTION 15061(b)(3) FOR ZONING CODE AMENDMENT NO. 2024-0001
WHEREAS, the El Cajon Planning Commission held a duly advertised public hearing on April 2, 2024, to consider Zoning Code Amendment No. 2024-0001 ("ZCA 2024-0001"), for economic development, housing, and minor technical changes, revisions, and edits for clarity and consistency (the "Project"); and
WHEREAS, in accordance with California Environmental Quality Act ( "CEQA") Guidelines section 15061(b)(3), and prior to making a recommendation on the Project to the City Council, the Planning Commission reviewed and considered the information contained in the Project staff report; and
WHEREAS, it is proposed that the Project is exempt from CEQA under the common sense exem ption in accordance with the California Environmental Quality Act Guidelines section 15061(b)(3) for the proposed Project; and
WHEREAS, there is no possibility that the activity in question may have a significant effect on the environment; and
WHEREAS, ZCA No. 2024-0001 does not result in any development or changes to the physical environment and does not raise this project to a level of significance that warrants CEQA analysis; and
WHEREAS, no evidence was presented in proceedings that any of the conditions exist to provide exceptions to categorical exemptions as described in CEQA Guidelines section 15300.2; and
WHEREAS, after considering evidence and facts, the Planning Commission did consider the proposed CEQA exemption, section 15061(b)(3), as presented at its meeting and recommended City Council approval.
NOW, THEREFORE, BE IT RESOLVED BY THE CITY COUNCIL OF THE CITY OF EL CAJON AS FOLLOWS:
Section 1. That the foregoing recitals are true and correct, and are findings of fact of the City Council in regard to the proposed exemption for ZCA No. 2024-0001.
Section 2. That based upon said findings of fact, the El Cajon City Council hereby approves the proposed exemption (CEQA Guidelines section 15061(b)(3) ) for ZCA No. 2024-0001.
CC Agenda 05/14/24
Reso – ZC 2024-0001 Amendment – CEQA Exempt 042924
ORDINANCE NO. ____
AN ORDINANCE APPROVING ZONING CODE AMENDMENT NO. 2024-0001 FOR AMENDMENT OF TITLE 17 OF THE EL CAJON MUNICIPAL CODE
FOR ECONOMIC DEVELOPMENT, HOUSING, AND OTHER MINOR
TECHNICAL CHANGES, REVISIONS, AND EDITS
WHEREAS, Title 17 of the El Cajon Municipal Code (the "Zoning Code") requires regular maintenance to ensure that it complies with changes in State laws; is internally consistent; and is effective in regulating the use and development of land in the City of El Cajon (the "City"); and
WHEREAS, staff has identified various modifications needed to improve clarity, consistency, and application of the Zoning Code, and to comply with new State laws; and
WHEREAS, the City Council held a duly advertised public hearing on May 14, 2024, to consider Zoning Code Amendment No. 2024-0001 ("ZCA No. 2024-0001" or "Project"), and received evidence through public testimony and comment, in the form of verbal and written communications and reports; and
WHEREAS, the City Council has considered and approved for the Project, by Resolution No. ___ -24, the proposed California Environmental Quality Act Guidelines ("CEQA") common sense exemption in accordance with CEQA section 15061(b)(3); and
WHEREAS, the proposed updates to the City’s Zoning Code have been presented to the City’s Planning Commission for its review and recommendation; and
WHEREAS, following a properly noticed public hearing, at which both verbal and written testimony were presented, the Planning Commission adopted its Resolution No. 11126, recommending approval of the proposed Zoning Code amendments presented to the City Council.
NOW, THEREFORE, THE CITY COUNCIL OF THE CITY OF EL CAJON DOES ORDAIN AS FOLLOWS:
SECTION 1. The City Council finds that:
A. The recitals above are true and correct and have been incorporated herein by reference.
B. The proposed zoning code amendment is applicable citywide. No zone changes are proposed as part of this Project, and thus the proposed changes do not conflict with specific plans.
C. The proposed zoning code amendment is applicable citywide and is not property-specific. Further, the proposed changes provide clarity, consistency, objective standards for new development, and help streamline development review processes in accordance with State law.
SECTION 2. The City Council further finds that the California Environmental Quality Act ("CEQA") common sense exemption in accordance with CEQA section 15061 (b)(3) applies for the proposed Project.
SECTION 3. Subsection A of section 17.40.020 of Chapter 17.40 of Title 17 of the El Cajon Municipal Code is hereby repealed in its entirety.
SECTION 4. A new subsection A is hereby added to section 17.40.020 of Chapter 17.40 of Title 17 of the El Cajon Municipal Code to read as follows:
A. Deviations from single -family dwelling review procedures in compliance with section 17.140.170. In approving such deviations, the director shall consider the architectural gui delines in Chapter
17.180.
SECTION 5. Section 17.105.020 of Chapter 17.105 of Title 17 of the El Cajon Municipal Code is hereby amended by replacing the definitions of "Dwelling, multiple- family" and "Special training and schooling" to read as follows:
"Dwelling, multiple-family" means a building, or a portion thereof, designed for occupancy by two (2) or more families living independently of each other, and containing two (2) or more dwelling units.
"Special training and schooling " means a facility fo r the conduct of instructional services outside the setting of educational institutions, vocational schools, and trade schools. Examples of special training and schooling include arts and crafts instruction, martial arts, dancing, ballet, sports and recreational instruction, language instruction, automobile driving schools, and educational support services such as exam preparation and testing.
SECTION 6. Subsection D of section 17.130.110 of Chapter 17.130 of Title 17 of the El Cajon Municipal Code is hereby repealed in its entirety.
SECTION 7. A new subsection D is hereby added to section 17.130.110 of Chapter 17.130 of Title 17 of the El Cajon Municipal Code to read as follows:
D. Covered Porches, Platforms or Landing Pl aces May Project Into Yards. A covered porch, platform or landing place which does not exceed thirty (30) inches in height from grade may extend or project into any required front or side yard not more than six (6) feet, provided such structure in a side yard shall not reduce the unobstructed pedestrian way or sidewalk on ground level to less than three (3) feet.
SECTION 8. Section 17.130.170 of Chapter 17.130 of Title 17 of the El Cajon Municipal Code is hereby repealed in its entirety.
SECTION 9. A new section 17.130.170 is hereby added to Chapter 17.130 of Title 17 of the El Cajon Municipal Code to read as follows:
17.130.170 Permitted fences, walls and hedges.
A. A wall, fence or hedge forty-two (42) inches in height may be situated and maintained on any part of a lot.
B. A fence, wall or hedge not more than six (6) feet in height may be situated anywhere on a lot to the rear of the line of the required front yard, except in the case of a reverse corner lot, a fence, wall or hedge higher than forty-two (42) inches shall not be situated closer to the side exterior property line than ten (10) feet.
C. Metal fencing or nonmalleable wire mesh fencing, as generally shown in Figure 17.130.170, not more than six (6) feet in height may be situated anywhere on a lot provided the following standards are satisfied:
1. Metal fencing must be of open bar construction with a minimum spacing of four (4) inches between elements.
2. Nonmalleable wire mesh fencing must be a minimum of eight- gauge thickness, and shall have opening no smaller than one (1) inch in diameter.
3. Nonmalleable wire mesh fencing may not include chain link fencing or other similar products.
4. Fencing must allow for adequate sight distance for vehicles using driveways and/or street intersections.
D. Fencing may include top rails and decorative designs. Solid posts, pilasters, or columns are permitted up to six (6) feet in height provided they are located no less than eight (8) feet on center and are no greater than sixteen (16) inches in width.
E. Fencing shall not include barbed, razor, concertina, corrugated metal and plastic, tarps, and electrified wire of any kind.
F. Where justified, the director of community development may approve walls or fences with a greater height or alternative material(s ), subject to the granting of an administrative zoning permit as described in section 17.40.020(C).
Figure 17.130.170 Metal or Wire Fencing
SECTION 10. A new subsection D is hereby added to section 17.135.030 of Chapter 17.135 of Title 17 of the El Cajon Municipal Code to read as follows:
D. T he administrative relief request is needed to achieve the residential densities afforded by the Mixed-Use Overlay Zone.
SECTION 11. Sections 17.140.080, 17.140.170, 17.140.180, and 17.140.200 of Chapter 17.140 of Title 17 of the El Cajon Municipal Code are hereby repealed in their entirety.
SECTION 12. A new section 17. 140.080 is hereby added to Chapter 17. 140 of Title 17 of the El Cajon Municipal Code to read as follows:
17.140.080 Distance, between residential buildings.
Except as provided elsewhere in this title, the distance between any detached buildings used for human habitation on the same single-family lot shall not be less than six (6) feet and on the same multi-family lot shall not be less than twelve (12) feet.
SECTION 13. Subsection G of section 17.140.120 of Chapter 17.40 of Title 17 of the El Cajon Municipal Code is hereby repealed in its entirety.
SECTION 14. A new subsection G is hereby added to section 17.140.120 of Chapter 17.140 of Title 17 of the El Cajon Municipal Code to read as follows:
G. An individual accessory structure shall not be larger than the primary dwelling unit. Accessory structures with a footprint greater than one thousand two hundred (1,200) square feet are subject to the approval of a minor use permit, in conformance with Chapter 17.58.
SECTION 15. A new section 17.140.170 is hereby added to Chapter 17.140 of Title 17 of the El Cajon Municipal Code to read as follows:
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17.140.170 Single-family dwelling review procedures.
Any new building permit application for a single- family dwelling (including manufactured housing), an addition to a single- family dwelling, a structure accessory to a single -family dwelling, or an accessory dwelling unit in the city shall be subject to the following provisions:
A. The primary dwelling unit and entryway shall face the primary street.
In the case of a corner lot, the entryway may face either public right- of-way.
B. The building plan elevations shall include notations specifying a minimum twelve -inch (12″) roof overhang (eave), and the type of material to be used for roofing and siding.
C. Regardless of building material, all elevations shall include painted surfaces, weather-resistant enamel finishes or finished materials that are non-reflective.
D. All additions to existing structures and all accessory structures larger than one hundred twenty (120) square feet shall be designed and constructed to be aesthetically compatible with the existing primary structure through the use of the same colors, textures, and materials.
E. Accessory dwelling units authorized pursuant to section
17.140.180(C)(1) shall not be subject to this section.
F. Structures shall meet the following design standards:
1. Architectural design shall be represented on all building elevations in accordance with section 17.140.170(E)(3).
2. Transparent windows shall not use tinted, mirrored, or highly reflective glass using non- reflective glass are required.
Transparency is measured as a percent of the wall plane starting from the base of the house to the start of the roofline, except for gabled portions of the wall plane not containing livable floor area. All wall planes shall incorporate
transparency as follows:
a. A minimum of twenty percent ( 20%) of the building
elevations facing and visible from a public or private
street shall be transparent. See Figure 17.140.170(A).
b. A minimum of ten percent (10%) of any other building elevations shall be transparent.
Figure 17.140.170(A) Transparent Windows
3. Building elevations shall not include blank wall faces. Each wall face with a length greater than twelve (12) feet shall include a minimum of three (3) of the following design features (See Figure 17.140.170(B)):
a. Variation in building materials, whereas a minimum of three (3) façade finishes are provided. Façade finishes include but are not limited to materials such as wood,
siding, stone, brick, and stucco;
b. Structural or decorative lintels or other similar window and doorway trim;
c. Entryway lighting features such as pendant lights or sidelights;
d. Shutters or awnings;
e. Doors, which include windows;
f. Door entries that provide protection from the sun using porticos or roof overhangs.
g. Garage door panels which include windows; or
h. Contrasting trim or molding.
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4. Accessory structures shall have comparable roof style to the primary structure.
5. Roof and wall planes shall be different colors.
6. No single building elevation may exceed thirty (30) feet in length. A single wall plane is defined as a surface without architectural relief or projection. See Figure 17.140.170(C).
Standards for architectural relief or projection are as follows:
a. Shall be provided at a minimum eighteen (18) inches in depth; and
b. Shall be provided at a minimum four (4) feet in width; and
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c. May b e provided as a step- back or overhang of a
second-story wall plain or as a structural design feature such as bay windows; and
d. Architectural projection and relief is not required for single-story buildings not greater than sixteen (16) feet in height on wall planes facing interior or rear property lines.
7. Garage conversions shall not include entryways that face the street.
Figure 17.140.170(C) Architectural Relief and/or Projection
G. Garages are subject to the following standards:
1. The garage shall not be located closer to the front setback line than the primary street facing façade of the primary dwelling unit.
2. The garage shall not occupy more than fifty percent (50%) of the ground- level width facing the primary street. See
Figure 17.140.170(D).
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3. The garage shall not take the place of the main entryway.
Figure 17.140.170(D) Garage Width
H. Landscaping, placement of the structure and screening shall not be substituted for architecturally and aesthetically integrated design.
I. Deviations from the standards in this section require approval of an administrative zoning permit, in conformance with Chapter 17.40.
SECTION 16. A new section 17.140.180 is hereby added to Chapter 17.140 of Title 17 of the El Cajon Municipal Code to read as follows:
17.140.180 Accessory and junior accessory dwelling units.
The standards set forth in this section may be applied to any lot in the city permitting single -family or multifamily primary residential uses each, an "eligible lot. " For lots zoned to permit single- family dwelling units, these standards are applicable in conjunction with a proposed or existing primary dwelling unit upon such lot. For lots zoned to permit multifamily dwelling units, these standards are applicable in conjunction with an existing or proposed primary multifamily dwelling.
A. Permit Required. A building permit is required for any new accessory or junior accessory dwelling unit.
The garage shall not °'ccupy
more than SIP/4 of the ground -level width facing
the primary street
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B. Number of ADUs. The following number and types of accessory dwelling units shall be allowed.
1. Lots with Single- Family Dwelling Units. For each eligible single-family lot, up to one (1) accessory dwelling unit and one (1) junior accessory dwelling unit may be permitted with an existing or proposed single-family dwelling unit.
2. Lots with Multifamily Dwelling Units. Accessory dwelling units may be permitted with existing or proposed multifamily
dwelling units in accordance with the following:
a. At least one (1) unit and up to twenty -five percent (25%) of the existing number of multifamily dwelling
units may be permitted within portions of an existing
multifamily development in those areas that are not
used as livable space including (but not limited to)
storage rooms, basements, garages, attics, or other
similar areas that may be converted.
b. For an existing or proposed multifamily development, in addition to the provisions of (B)(2)(a), for each
eligible multifamily lot, up to two (2) detached
accessory units may be constructed, subject to four (4) foot side and rear setbacks and a height limit of sixteen (16) feet and three (3) foot side and rear setbacks and a height of twelve (12) feet.
C. Size.
1. Lot coverage; open space requirements. Each el igible lot, regardless of the size of the primary dwelling unit, maximum lot coverage, or minimum open space requirements may
include an attached or detached accessory dwelling unit of up to eight hundred (800) square feet;
2. Maximum unit size. For each eligible lot, the maximum size of an attached or detached accessory dwelling unit shall be not more than one thousand two hundred (1,200) square feet of habitable space, but under no circumstances shall the
attached or detached accessory dwelling unit be larger than the primary dwelling unit when including attached non-
habitable spaces such as garages;
3. Efficiency units. The unit size for an attached or detached accessory dwelling unit or junior accessory dwelling unit shall, at a minimum, meet the standards for an efficiency unit as defined by the California Health and Safety Code section
17958.1. Minimum standards shall be applied through the building code; and
4. Junior ADUs. A junior accessory dwelling unit shall not exceed an area of five hundred (500) square feet.
D. Parking.
1. Except as otherwise provided in this subsection, one (1) additional paved off -street parking space per accessory dwelling unit must be provided. Such parking space may be provided as a tandem space and/or located in the required front yard setback area if in compliance with the paved parking standards listed in section 17.140.160. Parking is not required to be provided in any of the following circumstances:
a. Proximity to public transit. Unit is located within one- half (1/2) mile of public transit, including light rail and bus stations;
b. Historical/Architectural significance. Unit is located within an architecturally and historically significant
residence historic district;
c. Primary dwelling units. Unit is part of the proposed or existing primary dwelling unit, or an accessory
structure as defined in section 17.140.120 (Accessory
structures);
d. Junior ADU. Unit is a junior accessory dwelling unit or is part of an existing primary dwelling unit or an existing accessory structure;
e. On-street parking permit. On-street parking permits are required but not offered to the occupant of the
accessory dwelling unit; or
f. Car-share program. There is a car -share program
located within one (1) block of the accessory dwelling
unit.
E. Standards of Development.
1. Conversion for an Accessory Dwelling Unit. Existing permitted structures converted to an accessory dwelling unit either attached or detached to the primary dwelling unit such as a garage or other accessory building shall meet the following requirements:
a. Building and fire safety codes;
b. Independent exterior access from the existing primary dwelling unit; and
c. Sufficient side and rear setbacks for fire safety.
2. Detached Accessory Dwelling Unit. New detached structures for accessory dwelling units shall meet the following
requirements unless such requirements prohibit an accessory dwelling unit of at least eight hundred (800) square feet in area with three (3) foot rear and side yard setbacks:
a. Conformity with all requirements of the zone in which the unit is located, except as identified in paragraphs (2)(b) through (g), below. Additionally, detached
accessory dwelling units shall be located outside of the front and exterior setback unless this requirement
would prohibit an accessory dwelling unit of at least
eight hundred (800) square feet in area;
b. Limited to the maximum height of the underlying zone when located within the prim ary dwelling unit setback
requirements. Height limitations for areas outside of
the primary dwelling unit setbacks are as follows:
i. Maximum height of twenty (20) feet with a five
(5) foot setback; no more than sixteen (16) feet
with four (4) foot setback; and no more than
twelve (12) feet with a three (3) foot setback,
ii. When the detached accessory dwelling unit is
within one-half (1/2) mile walking distance of a
major transit stop or a high- quality transit
corridor the height is limited to eighteen (18) feet
with up to two (2) additional feet permitted to
accommodate a roof pitch so long as it is aligned
with the roof pitch of the primary dwelling,
iii. When the detached accessory dwelling unit is
located on a lot with an existing or proposed
single-family or multifamily dwelling that is two
(2) stories or greater, the height is limited to
eighteen (18) feet;
c. Subject to a minimum three (3) foot rear and side
setback;
d. In accordance with the California Health and Safety Code requirement, no fire sprinkler system is required
unless provided for the primary dwelling unit;
e. Limited in size in accordance with subsection (C)
above;
f. Attached covered patios, porches and similar covered areas intended to be used by the occupant of the
accessory dwelling unit, except for a two-car garage or carport, shall be included in the maximum floor area of the proposed unit; and
g. The proposed accessory dwelling unit shall be
constructed of similar building materials, colors, and
with a similar architectural style to the primary dwelling unit.
3. Attached Accessory Dwelling Unit. New attached accessory dwelling units shall meet the following requirements unless such requirements prohibit an accessory dwelling unit of at least eight-hundred (800) square feet in area with three (3) foot rear and side setbacks:
a. Conformity with all requirements of the zone in which the unit is located, except as identified in paragraphs (3)(b) through (g), below;
b. Limited to the maximum height of the underlying zone when located within the primary dwelling unit setback
requirements and to a maximum height of twenty (20)
feet with a five (5) foot setback; no more than sixteen (16) feet with four (4) foot setback, and no more than
twelve (12) feet with a three (3) foot setback;
c. Subject to a minimum three (3) foot rear and side
setback;
d. In accordance with the California Health and Safety Code requirement, no fire sprinkler system is required
unless provided for in the primary dwelling unit. If an accessory dwelling unit is attached to the primary
single-family dwelling unit, the wall separating units
shall be as required by the California Building Code,
and/or the California Residential Code or both;
e. Limited in size in accordance with subse ction (C)
above;
f. Attached covered patios, porches and similar covered areas intended to be used by the occupant of the
accessory dwelling unit, except for a two-car garage or carport, shall be included in the maximum floor area of the proposed unit; and
g. The proposed accessory dwelling unit shall be
constructed of similar building materials, colors, and
with a similar architectural style to the primary dwelling unit.
4. Junior accessory dwelling units shall meet the following requirements:
a. Shall be created within the existing walls of the primary dwelling unit;
b. Shall include an independent exterior access from the primary dwelling unit;
c. Shall include an efficiency kitchen that consists of:
i. A sink with a minimum waste line diameter of
one and one-half (1-1/2) inches;
ii. A cooking facility with appliances that have
electrical service equal to or greater than one
hundred and twenty (120) volts or natural or
propane gas; and
iii. A food preparation counter and storage cabinets
that are reasonable to the size of the unit; and
d. No additional parking shall be required for the junior accessory dwelling unit.
F. Standards of Performance. Every junior accessory dwelling unit approved by this Tit le shall meet the following standards of performance:
1. Owner occupancy. The property owner must occupy either the primary dwelling unit or the junior accessory dwelling unit, unless the property owner is a governmental agency, land trust, or housing organization. Should this requirement not be honored by the property owner, it will be cause to have the
junior accessory dwelling unit removed in accordance with appropriate procedures.
2. Recorded restrictions. A notice of restriction shall be recorded so that it appears in the chain of title for the property. A building permit will not be finalized without proof of recordation of the notice of restriction.
3. Common ownership. The unit shall not be sold separate from the primary dwelling unit.
4. Minimum term. Tenancy shall not be less than thirty (30) days.
G. Fees.
1. Development impact fees; applicability. Development Impact Fees for ADUs and JADUs shall comply with
Chapter 17.25 Procedures, Hearings, Notices and Fees.
2. Fee waiver. In addition to the requirements in Chapter 17.25, ADUs or JADUs that are less than seven hundred fifty (750) square feet shall not be subject to any impact fees. Any impact fees charged for an ADU more than seven hundred fifty (750) square feet shall be charged proportionately in relation to the square footage of the primary dwelling unit.
H. Special Exemption from City Standards. Notwithstanding other provisions of this Title, the addition of an accessory or junior accessory dwelling unit on a lot as provided under this section of and by itself will not initiate requirements for any new or updated standards relating to the existing residential structure. Such standards or requirements that would otherwise apply will be deferred until the normal operation of those other city code sections come to apply to such property. Such de ferral of new or updated standards will not be granted for any building or portion thereof that was constructed illegally, nor will such deferral be granted for required public improvements. It is the clear intent of this subsection that the existing standards which were legally provided on the existing residential structure may remain as they were prior to the construction of the second-family unit.
SECTION 17. A new section 17.140.200 is hereby added to Chapter 17.140 of Title 17 of the El Cajon Municipal Code to read as follows:
17.140.200 Modified development standards for affordable housing.
Modified development standards for affordable housing shall be provided subject to the provisions in section 17.220.010.
SECTION 18. Section 17.140.210 of Chapter 17.140 of Title 17 of the El Cajon Municipal Code is hereby amended by deleting the row "Dwellings; attached duplex units or two (2) detached dwelling units" in its entirety from the Residential Land Use Table.
SECTION 19. A new section 17.1 40.230 is hereby added to Chapter 17. 140 of Title 17 of the El Cajon Municipal Code to read as follows:
17.140.230 Moveable Tiny Homes
A Movable Tiny Home (MTH) is a transportable dwelling unit that is constructed to comply with s tandards applicable to recreational vehicles.
They shall be licensed and registered with the California Department of Motor Vehicles. An MTH shall comply with the following general requirements:
A. Shall be approved by an Administrative Zoning Permit when in compliance with all general requirements;
B. Permitted in residential zones as an accessory dwelling unit (ADU);
C. Shall comply with the location standards for an ADU, but must be located to the rear of the primary dwelling;
D. Shall comply with parking standards for an ADU;
E. Shall not be larger than allowed by California state law for movement on public highways;
F. Shall not be able to move under its own power;
G. Shall have a floor area that is between one hundred fifty ( 150) and four hundred thirty (430) square feet and shall provide independent living facilities for one (1) or more persons, independent of the primary dwelling unit;
H. Shall be connected to water, sewer, and electric utilities;
I. Shall comply with National Fire Protectio n Standards for Recreational Vehicles and shall be certified by a recognized national certification body as complying with moveable tiny home standards and a certified label shall be placed on the movable tiny house to demonstrate compliance;
J. Shall not be located in a Very High Fire Hazard Severity Zone unless approved by the Fire Marshall with necessary additional conditions for fire protection;
K. Shall comply with the following design elements:
1. Cladding and Trim: Materials used on the exterior shall not be single piece composite, laminates, or interlocked metal sheathing;
2. Windows and Doors: Windows shall be at least double pane glass, labeled for building use, and include exterior trim.
Windows and doors shall not have radius comers;
3. Roofs shall be sloped to drain over the roof edge. At least fifty percent (50%) of the roof area shall have a roof slope of 2:12 or more;
4. All mechanical equipment, including heating, ventilation, and air conditioning, shall be incorporated into the str ucture and not located on the roof;
5. Living Area Extensions: The roof and all exterior walls shall not be fixed with slide- outs, tip -outs, or other forms of mechanically articulating room area extensions;
6. The undercarriage, including wheels, axles, tongue, and hitch, shall be concealed from view. The wheels shall not be
removed and shall sit with leveling or support jacks on a paving surface; and
L. The community development director may permit deviations from the general requirements for an MTH by finding that safety is not compromised and that any deviation(s) meet the general intent of allowing an MTH as an ADU while not compromising the residential character of the neighborhood.
SECTION 20. The Commercial Land Use Table in section 17.145.150 of Chapter
17.145 of Title 17 of the El Cajon Municipal Code is hereby amended to delete the row "Dance studio " under Commercial Uses, to replace the following listings to read as follows, and to add Note 39:
O-P C-N C-G C-R C-M Notes
Commercial Uses
Resource recovery center X C C C C 17, 39
O-P C-N C-G C-R C-M Notes
Light Industrial Uses
Recycling center for metal,
cardboard, glass, e-waste, etc. X X C C C 39
: : : : : :
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39. A resource recovery center or recycling center for metal, cardboard, glass, e -waste, etc. in the C -G or C -R zone shall occur within an enclosed building with no outdoor storage. Modular buildings or prefabricated structures may be authorized with a conditi onal use permit and found to be compatible with surrounding buildings and uses.
SECTION 21. Section 17.195.080 of Chapter 17.195 of Title 17 of the El Cajon Municipal Code is hereby repealed in its entirety.
SECTION 22. A new section 17.195. 080 is hereby added to Chapter 17.195 of Title 17 of the El Cajon Municipal Code to read as follows:
17.195.080 Contents of required landscape areas.
Except as noted elsewhere in this title all required landscaped areas shall contain a mixture of trees, shrubs and ground cover. Trees shall be at least fifteen (15) gallon size, and shrubs shall be at least five (5) gallon size. Non- living ground cover such as decorative crushed rock or mulch may cover up to fifty percent ( 50%) of any single planter bed, excepti ng that in parkway planting areas (the area between the sidewalk and the street) decorative paving may cover the entire area, exclusive of any required tree wells.
Except as noted elsewhere in this title, decorative hardscape materials, rock groupings, and water features such as swimming pools, spas, fountains, waterfalls, and birdbaths may also be included in landscaped areas subject to the water conservation requirements of this chapter. Existing perennial vegetation and natural rock outcroppings may be used to satisfy landscaped area requirements, if approved by the director of community development.
Artificial plants shall not be used in any required landscaped area, except that high quality artificial turf may be used in -lieu of other allowed ground covers in meeting the overall landscape requirement, but not more than fifty percent (50%) of any single planter bed.
SECTION 23. Subsection A of section 17.195.100 of Chapter 17.195 of Title 17 of the El Cajon Municipal Code is hereby repealed in its entirety.
SECTION 24. A new subsection A is hereby added to section 17.195.100 of Chapter 17.195 of Title 17 of the El Cajon Municipal Code to read as follows:
A. All commercial, industrial, and institutional developments shall provide landscaping as follows:
1. All required exterior yards shall include landscaping, exclusive of the driveways.
2. An additional ten ( 10) square feet of landscaping shall be provided for each parking space at the site and include one (1) shade tree per five (5) parking spaces in the surface
parking lot. Such landscaping shall be evenly distributed throughout the parking area and shall include tree wells and planter boxes in order to provide adequate shade over paved areas.
3. A permanent underground irrigation system with an automatic irrigation controller shall be provided.
SECTION 25. Section 17.220.010 of Chapter 17.220 of Title 17 of the El Cajon Municipal Code is hereby repealed in its entirety.
SECTION 26. A new section 17.220.010 is hereby added to Chapter 17.220 of Title 17 of the El Cajon Municipal Code to read as follows:
17.220.010 Purposes and general plan consistency.
The public good is served when there exists in a City, housing which is appropriate for the needs of, and affordable to, all members of the public who reside within that City. The City implements the housing element of the General Plan; sections 65915 through 65918 of the California Government Code; and, in accordance with those general regulations, provides incentives to developers for the production of housing affordable to lower income households, moderate-income households and senior citizens. The approval process for a density bonus project shall be the same as non- density bonus project with the same number of units, except for housing developments with twenty percent (20%) of the units affordable to lower income households on sites used in the fourth, fifth, and sixth Housing Element cycles which shall be approved by-right with a building permit.
SECTION 27. Sections 17.225.030 and 17.225.160 of Chapter 17.225 of Title 17 of the El Cajon Municipal Code are hereby repealed in their entirety.
SECTION 28. A new section 17.225.160 is hereby added to Chapter 17.225 of Title 17 of the El Cajon Municipal Code to read as follows:
17.225.160 Temporary shade structures.
A. One (1) temporary shade structure may be allowed as an accessory carport for one (1) vehicle in front of an existing single-family home, upon approval of an administrative zoning permit, if performance standards 1 or 2 below, and performance standards 3, 4 and 5 below, are met:
1. The lot on which the shade structure is proposed contains a single-family home, but not two (2) covered parking spaces.
2. One (1) or more of the residents in the home on the property has been issued a disabled person placard or plates by the department of motor vehicles.
3. The temporary shade structure is designed and will be located in such a manner that it will not create a sight distance hazard.
4. No temporary shade structure shall encroach into the public right-of-way.
5. The area occupied by the temporary shade structure is paved and in compliance with section 17.140.160.A.2.
6. The temporary shade structure is a lightweight metal frame with canvas or fabric -like vinyl covering that does not trigger the need for a building permit.
B. Temporary shade structures, including the frame and covering, shall be well maintained. Any worn, torn, faded, bent, or graffiti marred structure or covering, if located within public view, whether or not it was authorized with an administr ative zoning permit, shall be removed.
C. One (1) temporary shade structure may be allowed for recreational purposes in front of an existing single-family home, upon approval of an administrative zoning permit, if the performance and design standards below are met:
1. The temporary shade structure shall not exceed two hundred (200) square feet in area and fifteen (15) feet in height.
2. The temporary shade structure shall be located no closer than ten (10) feet from the front and street side yard property line and five (5) feet from any interior side property line for that portion of the lot classified as a front or street side yard.
3. No other feasible location for the structure is available outside of the front or street side yard setback due to site constraints such as steep slopes or rock outcroppings, or physical
improvements such as an accessory dwelling unit, pool, or other similar permanent improvement.
4. The temporary shade structure shall be constructed of wood or metal materials with posts or columns no greater than four (4) inches by four (4) inches that are compatible with the existing single-family home.
5. Steel frame canopies with telescoping columns and canvas roofs are prohibited.
SECTION 29. Sections 17.243.010 and 17.243.020 of Chapter 17.243 of Title 17 of the El Cajon Municipal Code are hereby repealed in their entirety.
SECTION 30. The title of Chapter 17.243 shall be amended to read, "Chapter
17.243 PERSONAL CULTIVATION OF CANNABIS, HEMP, AND MARIJUANA," and a new section 17.243.010 is hereby added to Chapter 17.243 of Title 17 of the El Cajon Municipal Code to read as follows:
17.243.010 Definitions.
For the purposes of this chapter, the following definitions shall apply, unless the context clearly indicates otherwise. If a word is not defined in this section, the common and ordinary meaning of the word shall apply. All references to state law shall refer to the act, statute, or regulation as may be amended from time to time:
"AUMA" refers to the Control, Regulate and Tax Adult Use of Marijuana Act approved by the voters on November 8, 2016.
"Commercial intoxicating hemp activity" means the cultivation, possession, manufacture, distribution, processing, storing, testing, packaging, labeling, transporting, delivering, or sale of intoxicating hemp or intoxicating hemp products.
"Commercial marijuana activity " includes both " commercial cannabis activity" and "commercial marijuana activity" as those terms are defined/set forth in Business and Professions Code sections 19300.5 and 26001, and means the cultivation, possession, manufacture, distribution, processing, storing, laboratory testing, labeling, transportation, delivery, or sale of marijuana or marijuana products. " Commercial marijuana activity " also includes the activities of any business or nonprofit licensed by the State or other government entity under Chapter 3.5 of Division 8 or Division 10 of the Business and Professions Code.
"Concentrated cannabis " shall have the same meaning " cannabis concentrate" as defined in Business and Professions Code section 19300.5, and includes manufactured cannabis that has undergone a process to concentrate one (1) or more active cannabinoids, thereby increasing the product’s potency.
"Cultivation" shall have the same meaning as that set forth in Business and Professions Code section 26001, and shall include any activity involving the planting, growing, harvesting, drying, curing, grading, or trimming of marijuana.
"Delivery" shall have the same me aning as set forth in Business and Professions Code section 26001 and shall include the commercial transfer of marijuana or marijuana products to a customer. "Delivery" also includes
the use by a retailer of any technology platform, whether owned and controlled by the retailer or independently licensed, that enables customers to arrange for or facilitate the commercial transfer by a retailer of marijuana or marijuana products.
"Dispensary" means any facility or location, whether fixed or mobile, where marijuana, whether medical or otherwise, is made available to or distributed by or distributed to one (1) or more of the following: a primary caregiver; a qualified patient; or a patient with an identification card; or any other individual regardless of status defined or not defined. A marijuana dispensary, medical or otherwise, is prohibited in all zones within the city’s jurisdictional limits. No permit, whether conditional or otherwise, shall be issued for the establishment of such use.
"Fully enclosed and secure structure " means a space within a building, greenhouse or other structure which has a complete roof enclosure supported by connecting walls extending from the ground to the roof, which is at all times secure against unauthorized entry, provides complete visual screening, and which is accessible only through one (1) or more lockable doors.
"Identification card" has the same meaning as defined in Health and Safety Code section 11362.7(g).
"Indoors" means within a fully enclosed and secure structure.
"Interested party" means, for purposes of this Chapter, any person who may reasonably be expected to be affected by any unlicensed commercial intoxicating hemp activity occurring within the City.
"Intoxicating hemp" means the plant Cannabis sativa L. and any part of that plant, including the seeds thereof and all derivatives, extracts, cannabinoids, isomers, acids, salts, and salts of isomers thereof, whether growing or not, with a total tetrahydrocannabinol concentration of not more than .3% percent on a dry weight basis, where total tetrahydrocannabinol concentration includes any of the following:
1. Tetrahydrocannabinolic acid
2. Any tetrahydrocannabinol, including, but not limited to, Delta- 8-tetrahydrocannabinol, Delta- 9-tetrahydrocannabinol, and Delta-10-tetrahydrocannabinol, however derived
3. Any other cannabinoid determined by a state to cause intoxication
4. For purposes of nonfood applications, industrial hemp does not include a hemp product that contains derivatives,
substances, or compounds derived from the seed of industrial hemp.
5. A synthetic cannabinoid.
"Marijuana" shall have the same meaning as set forth in Health and Safety Code section 11018 and shall include all parts of the plant Cannabis sativa L., whether growing or not; the seeds thereof; the resin extracted from any part of the plant; and every compound, manufacture, salt, derivative, mixture, or preparation of the plant, its seeds, or resin. "Marijuana" shall also be construed to include, but not be limited to, " cannabis" as defined in Business and Professions Code section 19300.5. "Marijuana" does not include:
1. "Industrial hemp, " as defined by Food and Agricultural Code section 81000 or Health and Safety Code section
11018.5.
2. The weight of any other ingredient combined with marijuana to prepare topical or oral administrations, food, drink, or other product.
3. "Intoxicating hemp" or "intoxicating hemp product" as defined in this Chapter.
"Marijuana product " means marijuana that has undergone a process whereby the plant material has been transformed into a concentrate, including, but not limited to, concentrated cannabis, or an ingestible, topical, inhalable, or otherwise consumable product containing marijuana or concentrated cannabis, and other ingredients.
"MAUCRSA" means the Medicinal and Adult-Use Cannabis Regulation and Safety Act, codified as Business and Professions Code section 26000 et seq., as may be amended from time to time.
"Outdoors" means any location that is not within a fully enclosed and secure structure.
"Person" includes any individual, firm, co -partnership, joint venture, association, corporation, limited liability company, estate, trust, business trust, receiver, syndicate, or any other group or combination acting as a unit, and the plural as well as the singular.
"Personal cultivation" means cultivation of marijuana conducted by an individual strictly for that individual’s personal use, possession, processing, transporting, or giving away without any compensation whatsoever in accordance with this Code and State law, including, but not limited to, Health and Safety Code sections 11362.1 and 11362.2, and in
accordance with Health and Safety Code sections 11362.7 and 11362.765.
Except as herein defined, personal cultivation does not include, and shall not authorize, any cultivation conducted as part of a business or commercial activity, including cultivation for compensation or retail or wholesale sales of marijuana.
"Private residence" means a house, an apartment unit, a mobile home, or other similar dwelling.
"Storage" means any facility or location, whether fixed or mobile, where marijuana, whether medical or otherwise, is stored either temporarily or permanently. No permit, whether conditional or otherwise, shall be issued for the establishment of such activity. Marij uana storage shall not include the planting, growing, harvesting, drying or processing of marijuana plants or any part thereof by any "qualified patient," or "person with an identification card," as those terms are defined in California Health and Safety Code section 11362.7 so long as it is located at the residence of the qualified patient or person with an identification card.
"Synthetic cannabinoid" means a substance that is derived from a chemical reaction that changes the molecular structure of any substance separated or extracted from the plant Cannabis sativa L.
SECTION 31. A new section 17.243.020 is hereby added to Chapter 17.243 of Title 17 of the El Cajon Municipal Code to read as follows:
17.243.020 Prohibitions.
A. Commercial Marijuana Activity and Commercial Intoxicating Hemp Activity. Commercial marijuana activity and commercial intoxicating hemp activity are expressly prohibited in all zones in the City of El Cajon. No person shall establish, operate, maintain, conduct, or allow commercial marijuana activity or commercial intoxicating hemp activity anywhere within the City. In addition, this subsection is meant to prohibit all activities for which a State license may be required pursuant to the AUMA or the MAUCRSA. Accordingly, the City shall not issue any permit, license, or other entitlement for any activity for which a State license is required under the AUMA or the MAUCRSA.
B. Property Owners. A property owner shall not rent, lease, or otherwise permit any business that engages in commercial marijuana activity or commercial intoxicating hemp activity to occupy real property in the City. A property owner shall not allow any person or business to establish, operate, maintain, conduct, or engage in commercial marijuana activity or com mercial intoxicating hemp activity on any real property owned or controlled by that property owner that is located in the City.
C. Deliveries. To the extent not already prohibited by subsection A of this section and Chapter 9.47 of this Municipal Code, d elivery of marijuana, marijuana products, intoxicating hemp, or intoxicating hemp products to or from the City of El Cajon is expressly prohibited.
No person shall conduct or perform any delivery of marijuana, marijuana products, intoxicating hemp, or intoxicating hemp products where the delivery either originates or terminates within the City.
D. Outdoor Cultivation. To the extent not already prohibited by subsection A, outdoor marijuana cultivation is expressly prohibited in all zones and all specific plan areas of the City of El Cajon.
SECTION 32. The City Council of the City of El Cajon intends this ordinance to supplement, not to duplicate or contradict, applicable state and federal law and this ordinance shall be construed in light of that intent. If any section, subsection, sentence, clause, phrase, or portion of this ordinance is held invalid or unconstitutional for any reason by any court of competent jurisdiction, such portion shall be deemed a separate, distinct, and independent provision and such holding shall not affect the validity of the remaining portion.
SECTION 33. This ordinance shall go into effect thirty (30) days following its passage and adoption.
05/14/24 CC Agenda – 1st Reading
05/28/24 CC Agenda – 2nd Reading
Ord – Title 17 Zoning Code Update 2004-0001 050824
1 Zoning Code Amendment No. ZCA-2024-0001
Proposed Strikethrough Changes
TITLE 17 ZONING
Chapter 17.40 ADMINISTRATIVE ZONING PERMIT
17.40.020 Applicability.
The following property improvements and land uses may be approved by an administrative zoning permit:
A. Large family daycare homes in residential zones, in compliance with section 17.225.030Deviations from single-family dwelling review procedures in compliance with section 17.140.170. In approving such deviations, the director s hall consider the architectural guidelines in Chapter 17.180.
B. Outdoor dining areas in compliance with section 17.225.090.
C. Fences, hedges, and walls that are higher than would otherwise be allowed, in instances where there is a legitimate need for a higher fence. In approving such fences, the director shall consider safety and sight distance requirements, in addition to aesthetics and input from affected adjoining property owners. Affected adjoining property owners shall be notified in writing at least ten days prior to the approval of any fence, hedge, or wall exceeding the height restrictions of the underlying zone.
D. Roadside stands, in compliance with section 17.225.110.
E. Kiosks, booths, and stands incompliance with section 17.130.250.
F. A temporary shade structure, in compliance with section 17.225.160.
G. Additional household pet or animal, in compliance with Chapter 17.205.
H. Façade modifications for existing structures within the Downtown Master Plan Area.
Chapter 17.105 DEFINITIONS
17.105.020 Definitions.
“Dwelling, multiple-family” means a building, or a portion thereof, designed for occupancy by three two (32) or more families living independently of each other, and containing three two (32) or more dwelling units.
“Dwelling, two -family” means a building designed for occupancy by two (2) families living independently of each other, and containing two (2) dwelling units. The term two-family dwelling shall have the same meaning as the term “duplex.”
“Special training and schooling” means a facility for the conduct of instructional services outside the setting of educational institutions, vocational schools, and trade schools. Examples of special training and schooling include: arts and crafts instruction, martial arts, dancing, ballet, sports and recreational instruction, language instruction, automobile driving schools, and educational support services such as exam preparation and testing.
2 Chapter 17.130 GENERAL DEVELOPMENT STANDARDS
17.130.110 Projections into required yards.
No portion of any building or structure may project into a required yard, except as follows:
A. Cornices, Eaves, etc., May Project Into Yards. Cornices, eaves, belt courses, sills, buttresses or other similar architectural features may extend or project into the required side yard not closer than three (3) feet from the side property line. Such architectural features may extend or project into a required front or rear yard no more than three (3) feet, except that eaves or overhangs of the main building may extend or project a maximum distance of six (6) feet into the required front and/or rear yard area, provided the bottom of such eaves or overhangs is more than six (6) feet eight (8) inches above finish floor level of the first floor, and further provided, the distance from the front and/or rear property line is not less than seven (7) feet.
B. Fireplaces May Project Into Side Yards. Fireplace structures not wider than eight (8) feet, measured in the general direction of the side lot line upon which it faces, and which are incorporated as a part of the main building, may project into the required side yard a distance of 18 inches, provided such extension of such fireplace does not reduce the remaining side yard to less than three (3) feet.
C. Fire Escapes May Project Into Yards. A fire escape may extend or project into any front or side yard not more than four (4) feet.
D. UncCovered Porches, Platforms or Landing Places May Project Into Yards.
An uncovered porch, platform or landing place which does not exceed 30 inches in height from grade may extend or project into any required front or side yard not more than six (6) feet, provided such structure in a side yard shall not reduce the uno bstructed pedestrian way or sidewalk on ground level to less than three (3) feet.
E. Guard Railings May Project Into Yards. Guard railings for safety protection around depressed ramps, open -work fences, hedges or landscaped architectural features not more than 36 inches in height may be located in any front or side yard.
17.130.170 Permitted fences, walls and hedges.
A. A wall, fence or hedge forty-two (42) inches in height may be situated and maintained on any part of a lot.
B. A fence, wall or hedge not more than six (6) feet in height may be situated anywhere on a lot to the rear of the line of the required front yard, except in the case of a reverse corner lot, a fence, wall or hedge higher than forty -two (42) inches shall not be situated closer to the side exterior property line than ten (10) feet.
C. Also, a wrought ironMetal fencing fence or nonmalleable wire mesh fencing, as generally shown in Figure 17.130.170, not more than six (6) feet in height may be situated anywhere on a residential lot provided the following standards are satisfied:
1. such aMetal fencinge must be is of open bar construction with a minimum spacing of four (4) inches between elements.
3 2. Nonmalleable wire mesh fencing must be a minimum of eight gauge thickness , and shall have opening no smaller than one inch in diameter.
3. Nonmalleable wire mesh fencing may not include chain link fencing or other similar products.
4. Fencing must allow for adequate sight distance for vehicles using driveways and/or street intersectionsat least 90 percent open to view for that portion of the fence that is more than 42 inches in height.
D. Fencing may include top rails and decorative designs . Solid posts, pilasters, or columns are permitted up to six (6) feet in height provided they are located no less than eight (8) feet on center and are no greater than sixteen (16) inches in width.
E. Fencing shall not include barbed, razor, concertina, corrugated metal and plastic, tarps, and electrified wire of any kind.
F. Where justified, the director of community development may approve walls or fences with a greater height or alternative material(s) , subject to the granting of an administrative zoning permit as described in Ssection 17.40.020(C).
Figure 17.130.170 Metal or Wire Fencing
Chapter 17.135 M-U (MIXED-USE) OVERLAY ZONE
17.135.030 Compatibility.
All proposed developments within the Mixed-Use Overlay Zone shall comply with all applicable requirements of this chapter. However, administrative relief may be approved from certain requirements subject to the provisions outlined below:
Administrative Relief. Requests for administrative relief shall be considered by staff, by the Planning Commission, or by the city council in conjunction with the associated planning permit application for parking and other development standards. The decision to approve or deny a request is a discretionary action. In order for the decision-making body to approve administrative relief, except where noted in this section, the approval body shall find that:
A. The request will not negatively impact the appearance of the project site or the surrounding properties.
B. The proposed project will not adversely impact and will not place undue burden on adjacent uses.
4 C. Supporting evidence provided by the applicant is acceptable and sufficient to approve the administrative relief, which may include but is not limited to a traffic impact study, parking study, or other study or analysis prepared by a certified expert licensed to prepare such work.
D. The administrative relief request is needed to achieve the residential densities afforded by the Mixed-Use Overlay Zone.
Chapter 17.140 RESIDENTIAL ZONES
17.140.080 Distance between residential buildings.
Except as provided elsewhere in this title, the distance between any detached buildings used for human habitation on the same single-family lot shall not be less than six (6) feet and on the same multi-family lot shall not be less than twelve (12) feet.
17.140.120 Accessory structures.
G. An individual accessory structure s hall not be larger than the primary dwelling unit.
Accessory structures with a footprint greater than one thousand two hundred (1,200) square feet are subject to the approval of a minor use permit, in conformance with Chapter
17.58. 17.140.170 Single-family dwelling review procedures.
Any new building permit application for a single -family dwelling (including manufactured housing), an addition to a single -family dwelling, or a structure accessory to a single -family dwelling, or an accessory dwelling unit in the city shall be subject to the following provisions:
A. The primary dwelling unit and entryway shall face the primary street. In the case of a corner lot, the entryway may face either public right-of-way.
B. The building plan elevations shall include notations specifying a minimum twelve -inch (12″) roof overhang (eave), and the type of material to be used for roofing and siding.
C. Regardless of building material, all elevations shall include painte d surfaces, weather - resistant enamel finishes or finished materials that are non-reflective.
D. All additions to existing structures and all accessory structures larger than one hundred twenty (120) square feet shall be designed and constructed to be aesthetically compatible with the existing primary structure through the use of the same colors, textures, and materials.
E. Accessory dwelling units authorized pursuant to section 17.140.180 (C)(1) shall not be subject to this section.
EF. Structures shall meet the following design standards:
1. Architectural design shall be represented on all building elevations in accordance with section 17.140.170(E)(3).
2. Transparent windows shall not use tinted, mirrored, or highly reflective glass using non-reflective glass are required. Transparency is measured as a percent of the 5 wall plane starting from the base of the house to the start of the roofline, exc ept for gabled portions of the wall plane not containing livable floor area. All wall planes shall incorporate transparency as follows:
a. A minimum of twenty percent ( 20%) of the building elevations facing and visible from a public or private street shall be transparent. See Figure 17.140.170(A).
b. A minimum of ten percent ( 10%) of the any other building elevations not facing a public or private street shall be transparent.
Figure 17.140.170(A) Transparent Windows
3. Building elevations shall not include blank wall faces. Each wall face with a length greater than twelve (12) feet shall include a minimum of three (3) of the following design features (See Figure 17.140.170(B)):
a. Variation in building materials, whereas a minimum of three (3) façade finishes are provided. Façade finishes include but are not limited to materials such as wood, siding, stone, brick, and stucco; b. Structural or decorative lintels or other similar window and doorway trim; c. Entryway lighting features such as pendant lights or sidelights; d. Shutters or awnings;
e. Doors, which include windows;
f. Door entries that provide protection from the sun using porticos or roof overhangs.
g. Garage door panels which include windows; or
h. Contrasting trim or molding.
BU <lllliH.-ca,IIH ll'llrt
I onl a lltrul 11'1!11111 hwe a I
ml -:i:~~~~::.lll · -;:·•::-::• =-==:.:=:=::=::====::=;;;;;;;~~;;;;;;;;;;;;;;~;;; --;;;..::;;;::..;;_;;;-,;:;;;;;;;;=;;;;::!;-'-:
BUILDING :ELEVATION
6 Figure 17.140.170(B) Design Features on Building Elevations
4. Accessory structures shall have comparable roof style to the primary structure.
5. Roof and wall planes shall be different colors.
6. No single building elevation may exceed thirty (30) feet in length. A single wall plane is defined as a surface without architectural relief or projection. See Figure 17.140.170(C). Standards for architectural relief or projection are as follows:
a. Shall be provided at a minimum eighteen (18) inches in depth; and b. Shall be provided at a minimum four (4) feet in width; and c. May be provided as a step- back or overhang of a second- story wall plain or as a structural design feature such as bay windows; and d. Architectural projection and relief is not required for single-story buildings not greater than sixteen (16) feet in height on wall planes facing interior or rear property lines.
7. Garage conversions shall not include entryways that face the street.
Garage with
Windows
Contrastlng---1-~
Trim
BUILDING ELEVATION EXAMPLE #1
Pedlme,nt
Wl.ndowed--,1-1,:1~
doorwilh
Transom
Shutters
Covered Entry with
Portico & Roof
Overhang
Entryway U9htlng
l\sl!'lr--.1--+---ll ntel
Door with Windows
,_,~-Columns
,- j Enlryway--1-+!i~ l-al
Sldellghls . ·······---·-- ., Garage
-~--with Windows
Conlrasling __ ..,. _
Trim
BUILDING ELEVATION EXAMPLE #2
7 Figure 17.140.170(C) Architectural Relief and/or Projection
FG. Garages are subject to the following standards:
1. The garage shall not be located closer to the front setback line than the primary street facing façade of the primary dwelling unit.
2. The garage shall not occupy more than 50 percent of the ground-level width facing the primary street. See Figure 17.140.170(D).
3. The garage shall not take the place of the main entryway.
-
[m] I
I
BUILDING II
ELEVATION --------~ ----+--~
- -An:llltec lural roll1t
----- -- ~-- Greater than so "·--------4ii wan Pl•rni
01 presJ•cUon required
8 Figure 17.140.170(D) Garage Width
GH. Landscaping, placement of the structure and screening shall not be substituted for architecturally and aesthetically integrated design.
HI. Deviations from the standards in this section require approval of an administrative zoning permit, in conformance with Chapter 17.40.
17.140.180 Accessory and junior accessory dwelling units.
The standards set forth in this section may be applied to any lot in the city permitting single - family or multifamily primary residential uses each, an “eligible lot.” For lots zoned to permit single-family dwelling units, these standards are applicab le in conjunction with a proposed or existing primary dwelling unit upon such lot. For lots zoned to permit multifamily dwelling units, these standards are applicable in conjunction with an existing or proposed primary multifamily dwelling.
A. Permit Required. A building permit is required for any new accessory or junior accessory dwelling unit.
B. Number of ADUs. The following number and types of accessory dwelling units shall be allowed.
1. Lots Zoned to Allow with Single-Family Dwelling Units. For each eligible single - family lot, up to one (1) accessory dwelling unit and one (1) junior accessory dwelling unit may be permitted with an existing or proposed single-family dwelling unit.
2. Lots Zoned to Allowwith Multifamily Dwelling Units. Accessory dwelling units may be permitted with existing or proposed multifamily dwelling units in accordance with the following:
-·-·- .. ------- IJ ----
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! i
I !
BUILDING I
i
11:LEVATION :'-1-------liiiiliiiiiiiiil
.,____ Oin:g1 ,'Wldlh - ~J
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9 a. At least one (1) unit and up to twenty -five percent (25%) of the existing number of multifamily dwelling units may be permitted within portions of an existing multifamily development in those areas that are not used as livable space including (but not limited to) storage rooms, basements, garages, attics, or other similar areas that may be converted. b. For an existing or proposed multifamily development, in addition to the provisions of (B)(2)(a), for each eligible multifamily lot, up to two (2) detached accessory units may be constructed, subject to four (4) foot side and rear setbacks and a height limit of sixteen (16) feet and three (3) foot side and rear setbacks and a height of twelve (12) feet.
C. Size.
1. Lot coverage; open space requirements. Each eligible lot, regardless of the size of the primary dwelling unit, maximum lot coverage, or minimum open space requirements may include an attached or detached accessory dwelling unit of up to eight hundred (800) square feet;
2. Maximum unit size. For each eligible lot, the maximum size of an attached or detached accessory d welling unit shall be not more than one thousand two hundred (1,200) square feet of habitable space, but under no circumstances shall the attached or detached accessory dwelling unit be larger than the primary dwelling unit when including attached non-habitable spaces such as garages;
3. Efficiency units. The unit size for an attached or detached accessory dwelling unit or junior accessory dwelling unit shall, at a minimum, meet the standards for an efficiency unit as defined by the California Health and Safety Code section 17958.1. Minimum standards shall be applied through the building code; and
4. Junior ADUs. A junior accessory dwelling unit shall not excee d an area of five hundred (500) square feet.
D. Parking.
1. Except as otherwise provided in this subsection, one (1) additional paved off - street parking space per accessory dwelling unit must be provided. Such parking space may be provided as a tandem space and/or located in the required front yard setback area if in compliance with the paved parking standards listed in section 17.140.160. Parking is not required to be provided in any of the following circumstances:
a. Proximity to public transit. Unit is located within one -half (1/2) mile of public transit, including light rail and bus stations;
b. Historical/Architectural significance. Unit is located within an architecturally and historically significant residence historic district; 10 c. Primary dwelling units. Unit is part of the proposed or existing primary dwelling unit, or an accessory structure as defined in
section 17.140.120 (Accessory structures);
d. Junior ADU. Unit is a junior accessory dwelling unit or is part of an existing primary dwelling unit or an existing accessory structure; e. On-street parking permit. On -street parking permits are required but not offered to the occupant of the accessory dwelling unit; or f. Car-share program. There is a car- share program located within one (1) block of the accessory dwelling unit.
E. Standards of Development.
1. Conversion for an Accessory Dwelling Unit. Existing permitted structures converted to an accessory dwelling unit either attached or detached to the primary dwelling unit such as a garage or other accessory building shall meet the following requirements:
a. Building and fire safety codes;
b. Independent exterior access from the existing primary dwelling unit; and c. Sufficient side and rear setbacks for fire safety.
2. Detached Accessory Dwelling Unit. New detached structures for accessory dwelling units shall meet the following requirements unless such requirements prohibit an accessory dwelling unit of at least eight hundred (800) square feet in area with three (3) foot rear and side yard setbacks:
a. Conformity with all requirements of the zone in which the unit is located, except as identified in paragraphs (2)(b) through (g), below. Additionally, detached accessory dwelling units shall be located outside of the front and exterior setback u nless this requirement would prohibit an accessory dwelling unit of at least eight hundred (800) square feet in area; b. Limited to the maximum height of the underlying zone when located within the primary dwelling unit setback requirements. Height limitations for areas outside of the primary dwelling unit setbacks are as follows:
i. Maximum height of twenty (20) feet with a five (5) foot setback; no more than sixteen (16) feet with four (4) foot setback; and no more than twelve (12) feet with a three (3) foot setback,
ii. When the detached accessory dwelling unit is within one-half (1/2) mile walking distance of a major transit stop or a high -quality transit corridor the height is limited to eighteen (18) feet with up to two (2) additional feet permitted to accommodate a roof pitch so long as it is aligned with the roof pitch of the primary dwelling, 11 iii. When the detached accessory dwelling unit is located on a lot with an existing or proposed single-family or multifamily dwelling that is two (2) stories or greater, the height is limited to eighteen (18) feet; c. Subject to a minimum three (3) foot rear and side setback; d. In accordance with the California Health and Safety Code requirement, no fire sprinkler system is required unless provided for the primary dwelling unit;
e. Limited in size in accordance with subsection (C) above; f. Attached covered patios, porches and similar cove red areas intended to be used by the occupant of the accessory dwelling unit, except for a two - car garage or carport, shall be limited to a maximum ten percent (10%) ofincluded in the maximum floor area of the proposed unit; and g. The proposed accessory dwelling unit shall be constructed of similar building materials, colors, and with a similar architectural style to the primary dwelling unit.
3. Attached Accessory Dwelling Unit. New attached accessory dwelling units shall meet the following requirements unless such requirements prohibit an accessory dwelling unit of at least eight-hundred (800) square feet in area with three (3) foot rear and side setbacks:
a. Conformity with all requirements of the zone in which the unit is located, except as identified in paragraphs (3)(b) through (g), below; b. Limited to the maximum height of the underlying zone when located within the primary dwelling unit setback requirements and to a maximum height of twenty (20) feet with a five (5) foot setback; no more than sixteen (16) feet with four (4) foot setback, and no more than twelve (12) feet with a three (3) foot setback;
c. Subject to a minimum three (3) foot rear and side setback; d. In accordance with the California Health and Safety Code requirement, no
fire sprinkler system is required unless provided for in the primary dwelling unit. If an accessory dwelling unit is attached to the primary single -family dwelling unit, the wall separating units shall be as required by the California Building Code , and/or the California Residential Code or both;
e. Limited in size in accordance with subsection (C) above; f. Attached covered patios, porches and similar covered areas intended to be used by the occupant of the accessory dwelling unit, except for a two car garage or carport, shall be limited to aincluded in the maximum ten percent (10%) of the floor area of the proposed unit; and 12 g. The proposed accessory dwelling unit shall be constructed of similar building materials, colors, and with a similar architectural style to the primary dwelling unit.
4. Junior accessory dwelling units shall meet the following requirements:
a. Shall be created within the existing walls of the primary dwelling unit and include a bedroom;
b. Shall include an independent exterior access from the primary dwelling unit;
c. Shall include an efficiency kitchen that consists of:
i. A sink with a maximum minimum waste line diameter of one and one-half (1-1/2) inches,
ii. A cooking facility with appliances which do not require have electrical service equal to or greater than one hundred and twenty (120) volts or natural or propane gas, and
iii. A food preparation counter and storage cabinets that are reasonable to the size of the unit; and
d. No additional parking shall be required for the junior accessory dwelling unit.
F. Standards of Performance. Every accessory and junior accessory dwelling unit approved by this Title shall meet the following standards of performance:
1. Owner occupancy. The property owner must occupy either the primary dwelling unit or the junior accessory dwelling unit, unless the property owner is a governmental agency, land trust, or housing organization. Should this requirement not be honored by the property owner, it will be cause to have the accessory or junior accessory dwelling unit removed in accordance with appropriate procedures. Owner occupancy requirements shall not be enforced through January 1, 2025 in accordance with Government Code section 65852.2(a)(6).
2. Recorded restrictions. A notice of restriction shall be recorded so that it appears in the chain of title for the property. A building permit will not be finalized without proof of recordation of the notice of restriction.
3. Common ownership. The unit shall not be sold separate from the primary dwelling unit.
4. Minimum term. Tenancy shall not be less than thirty (30) days.
G. Fees.
1. Development impact fees; applicability. Development I mpact Fees for ADUs and JADUs shall comply with Chapter 17.25
Procedures, Hearings, Notices and Fees.
13 2. Fee waiver. In addition to the requirements in Chapter 17.25, ADUs or JADUs that are less than seven hundred and fifty (750) square feet shall not be subject to any impact fees. Any impact fees charged for an ADU more than seven hundred and fifty (750) square feet shall be charged proportionately in relation to the square footage of the primary dwelling unit.
H. Special Exemption from City Standards. Notwithstanding other provisions of this Title, the addition of an accessory or junior accessory dwelling unit on a lot as provided under this section of and by itself will not initiate requirements for any new or updated standards relating to the existing residential structure. Such standards or requirements that would otherwise apply will be deferred until the normal operation of those other city code sections come to apply to such property. Such deferral of new or updated standards will not be granted for any building or portion thereof that was constructed illegally, nor will such deferral be granted for required public improvements. It is the clear intent of this subsection that the existing standards which were l egally provided on the existing residential structure may remain as they were prior to the construction of the second - family unit.
17.140.200 Modified development standards for affordable housing.
Housing and related facilities that are formally restricted to occupancy by low - and very-low- income families and individuals (income restricted), including occupancy by elderly and disabled persons (age and disability restricted) and assisted by funding from and as defined by the federal Department of Housing and Urban Development (HUD) or other affordable housing related funding sources approved by the city council may be permitted to deviate from the requirements and provisions of this title as specified in this section, provided that the specifics of any such deviations, including, but not limited to, parameters, conditions and findings, are subject to public hearing and are contained in a conditional use permit, specific plan, planned unit development or planned residential development, and where appropriate, that such specifics are recorded against the subject property.
A. Age and disability restricted housing may be granted a reduction in the off- street parking requirements (parking requirements) of this title, which reduction shall not result in a ratio le ss than one (1) parking space for each two (2) dwelling units, provided that findings can be made that the proposed assisted housing project:
1. Will not result in a parking problem on adjacent properties or public streets; and
2. Shall be age and disability restricted for the life of the project.
B. Income restricted housing may be granted up to a 30 percent reduction in required parking, provided that findings can be made that:
1. The proposed income assisted housing project could meet all applicable development standards;
2. The requested reduction in required parking will not result in parking problem(s) on adjacent properties or public streets;
14 3. The requested reduction in required parking will result in expanded and improved on -site, outdoor common amenities; and
4. The subject housing project shall remain income restricted at all times that the provided off- street parking does not meet the full parking requirements of this title, whether or not there is any federal, state or local government assistance to the project at the time.
Any reduced parking requirement authorized under this provision shall be determined by calculating the full parking requirement for the proposed housing project, applying the authorized reduction expressed as a percentage, with any fractional number rounded down to the nearest whole number.
C. An increase in the permitted density in the RM -2500 and RM-2200 zones up to 50 dwelling units per net acre may be granted, provided the applicant for such conditional use permit as part of the approval agrees in writing to reconstruct, combine or otherwise convert the dwelling units to that density permitted in that zone should the development convert to other than facility for elderly or disabled. At such time the conditional use permit shall automatically terminate. (As an alternative, the property may be granted a density of up to 75 units per acre for Section 202 projects only if the city can be assured by recorded legal instrument that the project will continue as a facility exclusively for the elderly or disabled for the life of the structures in the project.) Modified development standards for affordable housing shall be provided subject to the provisions in section 17.220.010
17.140.210 Residential Land Use Table
Table 17.140.210
Residential Land Use Table
Residential
Zones PRD RS-
40 RS-
20 RS-
14 RS-
9 RS-
6 RM-
6000
RM-
4300
RM-
2500
RM-
2200
RM-
1450
RM-
HR Notes
Primary Residential Uses (subject to density restrictions) Dwellings;
attached
duplex units
or two
detached
dwelling units
X X X X X X X P P P P P 1
17.140.230 Moveable Tiny Homes
A Movable Tiny Home (MTH) is a transportable dwelling unit that is constructed to comply with standards applicable to recreational vehicles. They shall be licensed and registered with the California Department of Motor Vehicles. An MTH shall comply with the following general requirements:
A. Shall be approved by an Administrative Zoning Permit when in compliance with all general requirements;
15 B. Permitted in residential zones as an accessory dwelling unit (ADU); C. Shall comply with the location standards for an ADU, but must be located to the rear of the primary dwelling;
D. Shall comply with parking standards for an ADU;
E. Shall not be larger than allowed by California state law for movement on public highways; F. Shall not be able to move under its own power;
G. Shall have a floor area that is between one hundred fifty (150) and four hundred thirty (430) square feet and shall provide independent living facilities for one or more persons, independent of the primary dwelling unit;
H. Shall be connected to water, sewer, and electric utilities; I. Shall comply with National Fire Protection Standards for Recreational Vehicles and shall be certified by a recognized national certification body as complying with moveable tiny home standards and a certified label shall be placed on the movable tiny house to demonstrate compliance;
J. Shall not be located in a Very High Fire Hazard Severity Zone unless approved by the Fire Marshall with necessary additional conditions for fire protection; K. Shall comply with the following design elements:
1. Cladding and Trim: Materials used on the exterior shall not be single piece composite, laminates, or interlocked metal sheathing;
2. Windows and Doors: Windows shall be at least double pane glass, labeled for building use, and include exterio r trim. Windows and doors shall not have radius comers;
3. Roofs shall be sloped to drain over the roof edge. At least fifty percent (50%) of the roof area shall have a roof slope of 2:12 or more;
4. All mechanical equipment, including heating, ventilatio n, and air conditioning, shall be incorporated into the structure and not located on the roof;
5. Living Area Extensions: The roof and all exterior walls shall not be fixed with slide- outs, tip-outs, or other forms of mechanically articulating room area extensions.;
6. The undercarriage, including wheels, axles, tongue, and hitch, shall be concealed from view. The wheels shall not be removed and shall sit with leveling or support jacks on a paving surface; and
L. The community development director may permit deviations from the general requirements for an MTH by finding that safety is not compromised and that any deviation(s) meet the general intent of allowing an MTH as an ADU while not compromising the residential character of the neighborhood.
16 Chapter 17.145 COMMERCIAL ZONES
17.145.150 Commercial and use table
The following table lists uses that may be established in commercial zones. The abbreviations used in the land use table shall have the following meanings:
A “A” means “adult entertainment permit”
C “C” means “conditional use permit”
D “D” means “director’s determination”
MC “MC” means “minor conditional use permit”
MUP “MUP” means “minor use permit”
P “P” means “permitted use”
S “S” means “site development plan permit”
T “ T” means “temporary use permit”
Z “Z” means “administrative zoning permit”
X “X” means “not permitted”
In addition to the abbreviated terms listed above, the land use table incorporates endnotes, which are indicated by numerical designators in the final column of the table. The numerical designators correspond with written notes listed at the bottom of the table. The notes provide additional information and direct readers to other applicable sections of the El Cajon Municipal Code.
O-P C-N C-G C-R C-M Notes
Commercial Uses
Dance studio X P P P X
Resource recovery center X C C C C 17, 39
O-P C-N C-G C-R C-M Notes
Light Industrial Uses
Recycling center for metal,
cardboard, glass, e-waste, etc. X X XC XC C 39
39. A resource recovery center or recycling center for metal, cardboard, glass, e -waste, etc. in the C-G or C-R zone shall occur within an enclosed building with no outdoor storage. Modular buildings or prefabricated structures may be authorized with a conditional use permit and found to be compatible with surrounding buildings and uses.
Chapter 17.195 WATER EFFICIENT LANDSCAPING
17.195.080 Contents of required landscape areas.
Except as noted elsewhere in this title all required landscaped areas shall contain a mixture of trees, shrubs and ground cover. Trees shall be at least fifteen (15) gallon size, and shrubs shall be at least five (5) gallon size. Non-living ground cover such as decorative crushed rock or mulch may cover up to fifty percent (50%) of any single planter bed, excepting that in parkway planting areas (the area between the sidewalk and the street) decorative paving may cover the entire area, exclusive of any required tree wells. Except as noted elsewhere in this title, decorative hardscape 11- :- :- :- :- :- ; I
17 materials, rock groupings, and water features such as swimming pools, spas, fountains, waterfalls, and birdbaths may also be included in landscaped areas subject to the water conservation requirements of this chapter. Existing perennial vegetation and natural rock outcroppings may be used to satisfy landscaped area requirements, if approved by the direc tor of community development. Artificial plants shall not be used in any required landscaped area, except that high quality artificial turf may be used in- lieu of other allowed ground covers in meeting the overall landscape requirement , but not more than f ifty percent (50%) of any single planter bed.
17.195.100 Minimum landscape area requirements.
A. All commercial, industrial, and institutional developments shall provide landscaping as follows:
1. All required exterior yards shall include landscaping, exclusive of the driveways.
2. An additional ten ( 10) square feet of landscaping shall be provided for each parking space at the site and include one (1) shade tree per five parking spaces in the surface parking lot. Such landscaping shall be evenly distributed throughout the parking area and may shall include tree wells and planter boxes in order to provide adequate shade over paved areas.
3. A permanent underground irrigation system with an automatic irrigation controller shall be provided.
B. All planned residential developments and planned unit developments shall provide landscaping in the amounts and locations indicated in Chapters 17.165 and 17.60 ,
respectively.
C. Landscaping at single-family homes, duplex developments, and at residential properties in the RM-6000 zone that are not part of a planned residential development or planned unit development, shall provide landscaping as follows:
1. At least 50 percent of required exterior yard areas shall contain landscaping consisting of living plants or a combination of living plants and decorative rock.
Pavement and hardscape, whether decorative or not, shall not be used to satisfy this requirement.
2. Trees shall be planted in required exterior yards at a minimum ratio of one (1) tree per each 600-square feet of required exterior yard area, or fraction thereof.
3. A permanent method of irrigation shall be provided either in the form of an underground irrigation system to be located in front of the main building on the lot.
D. Landscaping for multiple unit residential projects in the RM- 4300, RM-2500, RM-2200, RM-1450, and RM-HR zones, that are not a part of a planned residential development or planned unit development shall satisfy the following criteria:
18 1. All required exterior yard areas shall contain landscaping consisting of living plants or a combination of living plants and decorative ground cover such as decorative rock or bark.
2. Trees shall be planted in required exterior yards at a ratio of one (1) tree per each 200 square feet of required exterior yard area, or fraction thereof.
E. All landscaped areas required by this title, including planter boxes and tree wells, shall have minimum interior dimensions of four (4) feet in width, and length, or diameter.
Chapter 17.225 DENSITY BONUS FOR AFFORDABLE HOUSING DEVELOPMENTS
17.220.010 Purposes and general plan consistency.
The public good is served when there exists in a City, housing which is appropriate for the needs of, and affordable to, all members of the public who reside within that City. The City implements the housing element of the General Plan; sections 65915 through 65918 of the California Government Code
; and, in accordance with those general regulations, provides incentives to developers for the production of housing affordable to lower income households, moderate income households and senior citizens. The approval process for a density bonus project shall be the same as non -density bonus project with the same number of units , except for housing developments with twenty percent ( 20%) of the units affordable to lower income households on sites used in the fourth , fifth, and sixth Housing Element cycles which shall be approved by-right with a building permit.
Chapter 17.225 MISCELLANEOUS SPECIAL USES AND REGULATIONS
17.225.030 Family day care homes.
A. Family day care homes, small or large, as defined in Chapter 17.105, are a permitted use in all residential zones.
B. Family day care homes, large, as defined by Chapter 17.105, are permitted in all residential zones, upon approval of an administrative zoning permit, as described in Chapter 17.40.
1. Prior to granting approval for a large family day care home, the director shall verify that the proposed large family day care home meets the following standards:
a. The business operator shall demonstrate that one (1) off -street parking space for every employee (including the business owner) will be available during business hours on the subject property;
b. The subject property shall provide adequate space on-site for the safe loading and unloading of passengers. As an alternative, the property may be located on a through street that allows on- street parking in front of the subject property;
c. Any rear or side yard used as a play area for the large family day care home shall be separated from adjoining properties by a six-foot high solid fence or wall in good condition; and d. No portion of the large family day care home (or accessory structures used for day care on the subject property) shall have been constructed or converted in v iolation of local building and zoning regulations.
19 2. Large family day care homes must also comply with any regulations adopted by the State Fire Marshal pursuant to Section 1597.46(d) of the California Health and Safety Code. Compliance with such ordinances shall be no more demanding for the large family day care home than for any other residential use.
3. In no event shall a large family day care home be approved to operate in an illegally converted garage.
17.225.160 Temporary shade structures.
A. One (1) temporary shade structure may be allowed as an accessory carport for one (1) vehicle in front of an existing single -family home, upon approval of an administrative zoning permit, if performance standards 1 or 2 below, and performance standards 3, 4 and 5 below, are met:
1. The lot on which the shade structure is proposed contains a single -family home, but not two (2) covered parking spaces.
2. One (1) or more of the residents in the home on the property has been issued a disabled person placard or plates by the department of motor vehicles.
3. The temporary shade structure is designed and will be located in such a manner that it will not create a sight distance hazard.
4. No temporary shade structure shall encroach into the public right-of-way.
5. The area occupied by the temporary shade structure is paved and in compliance with Section section 17.140.160.A.2.
6. The temporary shade structure is a light weight metal frame with canvas or fabric- like vinyl covering that does not trigger the need for a building permit.
B. Temporary shade structures, including the frame and covering, shall be well maintained.
Any worn, torn, faded, bent, or graffiti marred structure or covering, if located within public view, whether or not it was authorized with an administrative zoning permit, shall be removed.
C. One (1) temporary shade structure may be allowed for recreational purposes in front of an existing single-family home, upon approval of an administrative zoning permit, if the performance and design standards below are met:
1. The temporary shade structure shall not exceed two hundred (200) square feet in area and fifteen (15) feet in height.
2. The temporary shade structure shall be located no closer than ten (10) feet from the front and street side yard property line and five (5) feet from any interior side property line for that portion of the lot classified as a front or street side yard.
3. No other feasible location for the structure is available outside of the front or street side yard setback due to site constraints such as steep slopes or rock outcroppings, or physical improvements such as an accessory dwelling unit, pool, or other similar permanent improvement.
20 4. The temporary shade structure shall be constructed of wood or metal materials with posts or columns no greater than four (4) inches by four (4) inches that are compatible with the existing single-family home.
5. Steel frame canopies with telescoping columns and canvas roofs are prohibited.
Chapter 17.243 PERSONAL CULTIVATION OF CANNABIS, HEMP, AND MARIJUANA
17.243.010 Definitions.
For the purposes of this chapter, the following definitions shall apply, unless the context clearly indicates otherwise. If a word is not defined in this section, the common and ordinary meaning of the word shall apply. All references to state law shall refer to the act, statute, or regulation as may be amended from time to time:
“AUMA” refers to the Control, Regulate and Tax Adult Use of Marijuana Act approved by the voters on November 8, 2016.
“Commercial intoxicating hemp activity” means th e cultivation, possession, manufacture, distribution, processing, storing, testing, packaging, labeling, transporting, delivering, or sale of intoxicating hemp or intoxicating hemp products.
“Commercial marijuana activity” includes both “commercial cannabis activity” and “commercial marijuana activity” as those terms are defined/set forth in Business and Professions Code sections 19300.5 and 26001, and means the cultivation, possession, manufacture, distribution, processing, storing, laboratory testing, labeling, transportation, delivery, or sale of marijuana or marijuana products. “Commercial marijuana activity” also includes the activities of any business or nonprofit licensed by the State or other government entity under Chapter 3.5 of Division 8 or Division 10 of the Business and Professions Code. “Concentrated cannabis” shall have the same meaning “cannabis concentrate” as defined in Business and Professions Code section 19300.5, and includes manufactured cannabis that has undergone a process to concentrate one or more active cannabinoids, thereby increasing the product’s potency.
“Cultivation” shall have the same meaning as that set forth in Business and Professions Code section 26001, and shall include any activity involving the planting, growing, harvesting, drying, curing, grading, or trimming of marijuana.
“Delivery” shall have the same meaning as set forth in Business and Professions Code section 26001 and shall include the commercial transfer of marijuana or marijuana products to a customer. “Delivery” also includes the use by a retailer of any technology platform, whether owned and controlled by the retailer or independently licensed, that enables customers to arrange for or facilitate the commercial transfer by a retailer of marijuana or marijuana products. “Dispensary” means any facility or location, whether fixed or mobile, where marijuana, whether medical or otherwise, is made available to or distributed by or distributed to one (1) or more of the following: a primary caregiver; a qualified patient; or a patient with an identification card; or any other individual regardless of status defined or not defined. A marijuana dispensary, medical 21 or otherwise, is prohibited in all zones within the city’s jurisdictional limits. No permit, whether conditional or otherwise, shall be issued for the establishment of such use. “Fully enclosed and secure s tructure” means a space within a building, greenhouse or other structure which has a complete roof enclosure supported by connecting walls extending from the ground to the roof, which is at all times secure against unauthorized entry, provides complete visual screening, and which is accessible only through one or more lockable doors. “Identification card” has the same meaning as defined in Health and Safety Code section 11362.7(g).
“Indoors” means within a fully enclosed and secure structure. “Interested party” means, for purposes of this Chapter, any person who may reasonably be expected to be affected by any unlicensed commercial intoxicating hemp activity occurring within the City.
“Intoxicating hemp” means the plant Cannabis sativa L. and any part of that plant, including the seeds thereof and all derivatives, extracts, cannabinoids, isomers, acids, salts, and salts of isomers thereof, whether growing or not, with a total tetrahydrocannabinol concentration of not more than .3% percent on a dry weight basis, where total tetrahydrocannabinol concentration includes any of the following:
1. Tetrahydrocannabinolic acid
2. Any tetrahydrocannabinol, including, but not limited to, Delta-8-tetrahydrocannabinol, Delta- 9-tetrahydrocannabinol, and Delta-10-tetrahydrocannabinol, however derived
3. Any other cannabinoid determined by a state to cause intoxication
4. For purposes of nonfood applications, industrial hemp does not includ e a hemp product that contains derivatives, substances, or compounds derived from the seed of industrial hemp.
5. A synthetic cannabinoid.
“Marijuana” shall have the same meaning as set forth in Health and Safety Code section 11018 and shall include all parts of the plant Cannabis sativa L., whether growing or not; the seeds thereof; the resin extracted from any part of the plant; and every compound, manufacture, salt, derivative, mixture, or preparation of the plant, its seeds, or resin. “Marijuana” shall also be construed to include, but not be limited to, “cannabis” as defined in Business and Professions Code section 19300.5. “Marijuana” does not include:
1. “Industrial hemp,” as defined by Food and Agricultural Code section 81000 or Health and Safety Code section 11018.5.
2. The weight of any other ingredient combined with marijuana to prepare topical or oral administrations, food, drink, or other product.
3. “Intoxicating hemp” or “intoxicating hemp product” as defined in this Chapter. “Marijuana product” means marijuana that has undergone a process whereby the plant material has been transformed into a concentrate, including, but not limited to, concentrated cannabis, 22 or an ingestible, topical, inhalable, or otherwise consumable product containing marijuana or concentrated cannabis, and other ingredients.
“MCRSAMAUCRSA” shall collectively mean the Medical Cannabis Regulation and Safety Act as contained, codified, enacted, and signed into law on October 9, 2015, as Assembly Bill No. 243, Assembly Bill No. 266, and Senate Bill 643, and as amended by Assembly Bill 21 in 2016. The MCRSA was formerly known as the Medical Marijuana Regulation and Safety Act. means the Medicinal and Adult -Use Cannabis Regulation and Safety Act, codified as Business and Professions Code section 26000 et seq., as may be amended from time to time. “Outdoors” means any location that is not within a fully enclosed and secure structure. “Person” includes any individual, firm, co -partnership, joint venture, association, corporation, limited liability company, estate, trust, business trust, receiver, syndicate, or any other group or combination acting as a unit, and the plural as well as the singular. “Personal cultivation” means cultivation of marijuana conducted by an individual strictly for that individual’s personal use, possession, processing, transporting, or giving away without any compensation whatsoever in accordance with this Code and State law, including, but not limited to, Health and Safety Code sections 11362.1 and 11362.2, and in accordance wit h Health and
Safety Code sections 11362.7 and 11362.765. Except as herein defined, personal cultivation does not include, and shall not authorize, any cultivation conducted as part of a business or commercial activity, including cultivation for compensation or retail or wholesale sales of marijuana.
“Private residence” means a house, an apartment unit, a mobile home, or other similar dwelling. “Storage” means any facility or location, whether fixed or mobile, where marijuana, whether medical or otherwise, is stored either temporarily or permanently. No permit, whether conditional or otherwise, shall be issued for the establishment of such activity. Marijuana storage shall not include the planting, growing, harvesting, drying or processing of marijuana plants or any part thereof by any “qualified patient,” or “person with an identification card,” as those terms are defined in California Health and Safety Code
section 11362.7 so long as it is located at the
residence of the qualified patient or person with an identification card. “Synthetic Cannabinoid” means a substance that is derived from a chemical reaction that changes the molecular structure of any substance separated or extracted from the plant Cannabis sativa L.
17.243.020 Prohibitions.
A. Commercial Marijuana Activity and Commercial Intoxicating Hemp Activity. Commercial marijuana activity and commercial intoxicating hemp activity is are expressly prohibited in all zones in the City of El Cajon. No person shall establish, operate, maintain, conduct, or allow commercial marijuana activity or commercial intoxicating hemp activity anywhere within the City. In addition, this subsection is meant to prohibit all activities for which a State license may be required pursuant to the AUMA or the MCRSAMAUCRSA. Accordingly, the City shall not issue any permit, license, or other entitlement for any activity for which a State license is required under the AUMA or the MCRSAMAUCRSA.
23 B. Property Owners. A property owner shall not rent, lease, or otherwise permit any business that engages in commercial marijuana activity or commercial intoxicating hemp activity to occupy real property in the City. A property owner shall not allow any person or business to establish, operate, maintain, conduct, or engage in commercial marijuana activity or commercial intoxicating hemp activity on any real property owned or controlled by that property owner that is located in the City.
C. Deliveries. To the extent not already prohibited by subsection A of this section and Chapter 9.47 of this Municipal Code, delivery of marijuana, or marijuana products, intoxicating hemp, or intoxicating hemp products to or from the City of El Cajon is expressly prohibited. No person shall conduct or perform any delivery of marijuana, or marijuana products, intoxicating hemp, or intoxicating hemp products where the delivery either originates or terminates within the City.
D. Outdoor Cultivation. To the extent not already prohibited by subsection A, outdoor marijuana cultivation is expressly prohibited in all zones and all specific plan areas of the City of El Cajon.
Examples of Proposed Changes
Shade Structure
Courtesy of Yardistry
Front Porch Addition
Courtesy of Quality Built Exteriors
Fences
4D Security Fencing (Vernon Way)
Tubular metal fencing with wire accent (E. Madison Ave.)
Zoning Code Update
Summary of Changes
Chapter – Title Chapter -
Section Revisions
Economic Development
Recycling Center 17.145.150 Allow cardboard and e-waste recycling in commercial zones with the approval of a conditional
use permit
Intoxicating Hemp 17.243 Clarify a prohibition for intoxicating hemp to align with existing marijuana prohibitions
Housing
Definitions 17.105.020 Combine the definition of two-family dwelling with multi-family dwelling to align with State law
definitions related to accessory dwelling units;
Regulate dance studios in the same manner as
martial arts studios
Porches 17.130.110 Allow covered porches to encroach into front and side yards up to six feet
Design Guidelines 17.140.170 Only require 20% transparency on building elevations that are visible from the street
Accessory Dwelling
Units
17.140.180 Clarify that covered porches and accessory spaces are included in the maximum area, while continuing
to allow a two car garage to be attached to an ADU
Moveable Tiny
Homes
17.140.230 Allow moveable tiny homes as accessory dwelling units subject to design standards and utility
connections
Density Bonus 17.220.010 As required by the General Plan Housing Element implementation plan, allow certain density bonus
projects by-right
Miscellaneous
Parking Lot
Landscaping
17.195.100 Clarify that parking lot landscaping is required to include shade trees
Family Day Care 17.225.030 Allow large family day care homes by right in accordance with State law
Temporary Shade
Structures
17.225.160 Expand opportunities for temporary shade
structures in front and side yards when no other
feasible option exists
Fencing 17.130.170 Expand options for fencing greater than 42 inches in height in front and street side yards to include metal
and wire mesh fencing, subject to design criteria and
excluding chain-link and other malleable metal
fences
NOTICE OF PROPOSED
ZONING CODE OMNIBUS UPDATE
NOTICE IS HEREBY GIVEN that the El Cajon Planning Commission will hold a public hearing at 7:00 p.m., Tuesday, April 2, 2024 and the City Council will hold a public hearing at 3:00 p.m., Tuesday, May 14, 2024, at the City Council Chambers, 200 Civic Center Way, El Cajon, CA, to consider:
AMENDMENT OF EL CAJON MUNICIPAL CODE – ZONING CODE OMNIBUS UPDATE (CITYWIDE). This is a City-initiated proposal to amend Title 17 (Zoning) of the El Cajon Municipal Code. The proposed amendments address the need for minor changes to provide clarification or correct inconsistencies as well as streamline permit processes. No development is authorized with this project. Notable proposed changes to the Zoning Code include revisions for hemp and tobacco, housing, vacant properties, and various other technical and minor changes for consistency. This project is exempt from the California Environmental Quality Act (CEQA).
The public is invited to attend and participate in these pu blic hearings. The agenda report for this project will be available 72 hours prior to the Planning Commission and City Council meetings at https://www.elcajon.gov/your-government/city-meetings-with-agendas-and-minutes-all. In an effort to reduce the City’s carbon footprint, paper copies will not be provided at the public hearing, but will be available at City Hall in the Project Assistance Center upon request.
If you challenge the matter in court, you may be limited to raising only those issues you or someone else raised at the public hearing described in this notice or in written correspondence delivered to the Commission, or prior to, the public hearing. The City of El Cajon encourages the participation of disabled individuals in the services, activities, and programs provided by the City. Individuals with disabilities who require reasonable accommodation in order to participate in the public hearing should contact Planning at 619-441-1742. More information about planning and zoning in El Cajon is available at http://www.elcajon.gov/your-government/departments/community- development/planning-division.
If you have any questions, or wish any additional information, please contact NOAH ALVEY at 619- 441-1795 or via email at [email protected] and reference “ZCA-2024-0001” in the subject line.
The Valley of Opportunity
City Council
Agenda Report
Agenda Item 15.
DATE: May 14, 2024
TO: Honorable Mayor and City Councilmembers
FROM: Yazmin Arellano, Director of Public of Works
SUBJECT: Delinquent Refuse/Recycling Collection Charges RECOMMENDATION:
That the City Council:
Opens the Public Hearing and receives public testimony;1.
Closes the Public Hearing;2.
Adopts the next Resolution, in order, to confirm the list of property owners as delinquent in the payment of their mandatory refuse/recycling service bills; and
3. Authorizes the City Clerk to record the amount owed for each account as a lien on the respective property and forward the list to the County Tax Assessor for billing on the next property tax bill.
4. BACKGROUND:
The City has a collection services and franchise agreement (Agreement) with EDCO Disposal (EDCO) for mandatory residential and commercial garbage, recyclable materials, and organic waste collection services. Single-family residential customers who apply for and receive an exemption from the mandatory residential refuse/recycling services are excluded from the Agreement. Examples of exemptions include vacant properties, residents taking their refuse/recycling to their privately-owned business in the City limits of El Cajon with an active EDCO commercial account, or hauling their refuse/recycling to a City-approved collection alternative. In any instance, the customer must provide backup documentation and/or receipts of disposal as proof to receive an exemption.
As part of the Agreement, EDCO can bill for regular service, and the City assumes responsibility for placing liens on delinquent residential dwelling accounts. Once the funds are collected through the tax lien process, the City must remit them to EDCO. This allows the City to use the enforcement power of a property lien, when necessary, to collect past-due amounts.
Additionally, the lien process is cost-effective for the City to ensure payment for delivered services.
Shown below is a summary of notices regarding the lien process:
Throughout 2023 - invoices and reminder letters were mailed, ROBO calls made, and carts tagged to remind customers of their past-due balances; January 2024 - notices and letters were mailed, and ROBO calls were made; February 2024 - personal phone calls were made, emails sent, owners were verified and .!!!!_ Valley of Opportunity
•
•
February 2024 - personal phone calls were made, emails sent, owners were verified and contacted, and carts tagged;
March 2024 - personal phone calls were continued, and owner information was again verified; and
April 2024 - public hearing notices were sent.
EDCO provided several notices, outreach efforts, and opportunities to pay any delinquent amount before the lien process was brought before the City Council. This is evident when you compare the initial total number of delinquent accounts in January 2024 of 900 to the total delinquent accounts by April 14, 2024, of 214, a decrease of 686 or 76.23%. The total lien amount plus fees is $58,654.84. The table below details the breakdown of the total fees:
2023 Lien Amount Summary
Delinquent
Amount
10% City
Fee
$20 County
Recording Fee
$13 City
Clerk
Fee
Delinquent
Total with Fees
$46,902.62 $4,690.26 $4,280 $2,782 $58,654.88
Pending any payments of delinquent accounts between May 7 and May 14, 2024, the total of $58,654.88 is not to exceed the amount that staff recommends to the City Council to authorize the City Clerk to record as owed as a lien on each property with a delinquent account.
CALIFORNIA ENVIRONMENTAL QUALITY ACT:
This action does not constitute a "Project" under the California Environmental Quality Act (“CEQA”) pursuant to State CEQA Guidelines section 15378(b)(5) because it is an administrative activity of government that does not result in any change in the environment.
FISCAL IMPACT:
As provided in El Cajon Municipal Code section 8.24.080, the City will receive 10 percent of the total delinquent amount and a $13 City Clerk fee for each delinquent account, which as of May 7, 2024, equals $7,472.26.
A list of Delinquent Refuse Collection Accounts is available for review in the City Clerk's Office during regular business hours.
Prepared By: Monica Martinez, Sr. Management Analyst
Reviewed By: Yazmin Arellano, Director of Public Works
Approved By: Graham Mitchell, City Manager
Attachments
Resolution
•
•
•
D I II II II II I
RESOLUTION NO. ___-24
RESOLUTION APPROVING REPORT AND ACCOUNT OF
DELINQUENT REFUSE COLLECTION SERVICE FEES AND CHARGES;
AND CONFIRMING ASSESSMENTS AS LIENS PURSUANT TO
CHAPTER 8.24 OF THE EL CAJON MUNICIPAL CODE
WHEREAS, pursuant to the provisions of Chapter 8.24 of the El Cajon Municipal Code, a public hearing was held on May 14, 2024, for the purpose of hearing objections or protests to a report and account of delinquent refuse collection service fees and charges; and
WHEREAS, protests and objections of the owners of the propert ies liable to be assessed for said delinquent charges have been heard and considered by said City Council, and said accounts have been approved as submitted.
NOW, THEREFORE, BE IT RESOLVED BY THE CITY COUNCIL OF THE CITY OF EL CAJON AS FOLLOWS:
1. In accordance with the provisions of Title 4, Division 3, Chapter 10, section 38791 and Title 3, Division 2, Chapter 8, section 25831 of the Government Code of the State of California, and section 8.24.090 of Chapter 8.24 of the El Cajon Municipal Code, the report and account of delinquent refuse collection ser vice fees and charges (Exhibit "A") considered at the hearing held on May 14, 2024, on file in the office of the City Clerk, is approved, and the unpaid amounts designated in said report and account shall be a charge to the owners of the properties on the next regular tax bill, and shall be liens upon the properties involved.
2. The sums herein assessed remaining unpaid after thirty (30) days from the date of this resolution shall bear interest at the rate of seven percent (7%) per annum, as set forth in section 8.24.100 of Chapter 8.24 of the El Cajon Municipal Code.
3. The designation of said parcels is shown by Assessor’s parcel number s, and the initial amounts plus interest to be assessed and imposed as liens are designated thereafter on Exhibit "A," on file in the Office of the City Clerk.
4. Said liens shall be of no further force or effect upon the confirmation of the Tax Collector that said assessments have been added to the tax rolls.
5. The City Clerk is hereby directed to record one or more certified copies of this resolution, which shall collectively include all of Exhibit "A," in the office of the County Recorder of San Diego County.
6. The City Clerk is hereby authorized to discharge and release any such lien when the claim under said lien has been fully satisfied.
7. The decision in this matter is final on this date, and by this notice, you have 90 calendar days from the date of the mailing of this notice to seek judicial
review of this decision pursuant to California Code of Civil Procedure sections 1094.5 and 1094.6, and El Cajon Municipal Code Chapter 1.32.
05/14/24 CC Agenda
Reso - Delinquent Refuse Liens (May 2024) 042324
City Council
Agenda Report
Agenda Item 16.
DATE: May 14, 2024
TO: Honorable Mayor and City Councilmembers
FROM: Vince DiMaggio, Assistant City Manager
SUBJECT: Authorization to Circulate a Request for Proposals for Appraisal Services for 425 W. Main Street for Possible Acquisition by Eminent Domain RECOMMENDATION:
Staff recommends that the City Council adopts the next Resolution, in order, authorizing staff to prepare and circulate a Request for Proposals (RFP) for appraisal services for 425 W. Main Street for the possible acquisition of the site through eminent domain.
BACKGROUND:
The Travelodge by Wyndham motel, located at 425 W. Main Street, was built in 1959, and while it has had several different owners since inception, it has always functioned as a motel designed for the traveling public. More recently this particular property has evolved from primarily serving the traveling public to providing emergency and transitional housing services.
As of February 2024, 71% of the motel (30 of 42 rooms) is currently used for these non-traditional services.
As the motel’s business model has transitioned to its current uses, there has been a general rise in criminal activity both at the motel property as well as in the immediate vicinity. The El Cajon police department considers the area around the motel to be a “high crime” area, even when measured against other areas of the City where other motels are participating in an emergency housing program. In the last three months, there have been 130 calls for service within a 500-foot radius of the Travelodge for crimes such as drug use/dealing, trespassing, thefts, fights, and other violent crimes. In 2023, there were a total of 52 calls for service specifically at the motel, making it fifth-highest among motels in the City. Since 2020, there has been a marked deterioration in the area as police calls for service to the site specifically and the area generally have escalated.
In the spring of 2023, staff approached the ownership group of the Travelodge and inquired as to whether they were interested in selling the property to the City. While the owners were not actively looking to sell, they were open to what they considered to be a “reasonable offer.” To that end, staff retained a real estate consultant and conducted an appraisal of the property, which was completed in June 2023.
The appraisal valued the property at $4,500,000. The appraisal was shared with the Travelodge ownership group and discussions were held between the owners and City staff about acquiring the site at the appraised value. Those discussions quickly broke down due to the owners feeling .!!!!_ Valley of opportunity
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that the appraisal significantly undervalued the property.
Throughout the latter part of 2023 and up to the present time, a private developer has been actively trying to acquire this site as part of a multi-parcel assemblage to construct a 4-story residential development with underground parking. This private party, to staff’s understanding, owns one parcel fronting on Douglas Avenue, and is in active negotiations for the commercial parcel on Douglas Avenue next to the gas station and at the corner of Van Houten and W. Main.
To date, this party has been unsuccessful in negotiating the acquisition of the Travelodge.
Redevelopment of 425 W. Main consistent with the vision shared with staff by the private party developer would drastically improve the overall function and aesthetic of this part of town. When taken together with the redevelopment that has occurred at El Cajon Boulevard and Lexington, the significant improvements to the traffic circulation on El Cajon Boulevard, the “Main Street-Green Street” project immediately to the west, and the planned second-phase improvements to El Cajon Boulevard at Main Street, it is in the City’s interest to either acquire this site or assist in the acquisition of the site by a private party in order to facilitate an impressive redevelopment opportunity. The resulting improvements to the area noted above, including redevelopment of this property, would eliminate a current blighted condition and complement efforts to revitalize a downtown-adjacent area with additional housing.
In the event a private party acquires this site, they would most likely do so at a price above the appraised value – based on the ownership’s previous rejection of a “full value” offer. Under those circumstances, staff would advise the City Council to consider directing staff to negotiate a development agreement with the acquiring party and develop a cost-sharing program involving public financial participation on the required public improvements – assuming the proposed development is consistent with the conceptual elevation included herein.
The other alternative, and the principal reason for this agenda item, is for the City to conduct another updated appraisal of the property for the purpose of acquiring the property through eminent domain in order to facilitate a significantly important economic and redevelopment opportunity. While there are a number of administrative and legal steps necessary to exercise an eminent domain acquisition, the first step in the process is to conduct another appraisal.
Once the appraisal is complete, the City can proceed through the remaining legal steps toward concluding the acquisition through eminent domain.
Acquiring the property through eminent domain is accomplished by paying the owner the appraised market value of the property, as approved by a court. For this reason, the property owner is far better off negotiating the sale of the property with a private party, where they would likely realize an above-market price, rather than allowing the City to acquire the site through eminent domain.
Proceeding with the eminent domain process would still necessitate the City entering into a development agreement with a private party in order to realize the redevelopment of the site. In this instance, the development agreement would stipulate the transfer of the property from the City to the private party, because doing so creates the redevelopment and economic opportunity that is the City’s ultimate objective.
In sum, while it is preferable for a private party to reach an agreement with the motel’s owners for the reasons outlined in this report, it is advisable that the City update the property appraisal and position itself to move toward acquisition of the property through eminent domain.
CALIFORNIA ENVIRONMENTAL QUALITY ACT:
Authorization to circulate a request for proposals for appraisal services is exempt from the California Environmental Quality Act (CEQA) under section 15306 of the state CEQA Guidelines, because it is part of a study leading to an action which the public agency has not yet approved, adopted, or funded.
Prepared By: Vince DiMaggio, Assistant City Manager
Reviewed By: Graham Mitchell, City Manager
Approved By: Graham Mitchell, City Manager
Attachments
Resolution
Image
RESOLUTION NO. __-24
RESOLUTION OF THE CITY COUNCIL OF THE CITY OF EL CAJON
AUTHORIZING PREPARATION AND CIRCULATION OF A
REQUEST FOR PROPOSALS FOR APPRAISAL SERVICES FOR
425 WEST MAIN STREET FOR POSSIBLE ACQUISITION
THROUGH EMINENT DOMAIN
WHEREAS, the Travelodge by Wyndham motel, located at 425 West Main Street (the "Property"), was built in 1959, and while it has had several different owners since inception, it has always functioned as a motel designed for the traveling public; and
WHEREAS, the motel’s business model has transitioned to emergency and transitional housing, with a noticeable increase in criminal activity both at the Property as well as in the im mediate vicinity, such that the El Cajon Police Department ("ECPD") considers the area around the Property to be a "high crime" area, even when measured against other areas of the City of El Cajon (the "City") having a similar business model ; and
WHEREAS, in the last three (3) months, there have been one hundred thirty (130) calls for service within a five hundred foot (500') radius of the Property for crimes such as drug use/dealing, trespassing, thefts, fights, and other violent crimes, and in 2023, there were a total of fifty-two (52) calls for service specifically at the Property , making it fifth - highest among motels in the City; and
WHEREAS, s ince 2020, there has been a marked deterioration in the area as ECPD calls for service to the site specifically , and the area in general, have escalated; and
WHEREAS, in the spring of 2023, the City retained a real estate consultant to prepare an appraisal of the Property (the "Appraisal"), which was completed in June, 2023 and valued the property at $4.5 million; and
WHEREAS, City s taff approached the Owner and shared the A ppraisal of the Property to initiate negotiations for a voluntary acquisition of the Property, which negotiations ended as the Owner was of the belief that the A ppraisal significantly undervalued the Property; and
WHEREAS, throughout the latter part of 2023 and up to the present time, a private developer has been actively seeking to acquire the Property as part of a multi -parcel assemblage to construct a 4-story residential development with underground parking, but to date, negotiations have been unsuccessful; and
WHEREAS, r edevelopment of the Property by a private party would drastically improve the overall function and aesthetic of this part of the City, and when taken together with the redevelopment that has occurred at El Cajon Boulevard and Lexington, the significant improvements to the traffic circulation on El Cajon Boulevard, the "Main Street- Green Street " project immediately to the west, and the planned second -phase
improvements to El Cajon Boulevard at Main Street, it is in the City’s interest to either acquire this site or assist in the acquisition of the site by a private party in order to facilitate an impres sive redevelopment opportunity, as t he resulting improvements, including redevelopment of the P roperty, would eliminate a current blighted condition and complement efforts to revitalize a downtown-adjacent area; and
WHEREAS, redevelopment of the Property by a private party is likely unsuccessful without the participation of the City through financial assistance contributing to on- site and off-site improvements; and
WHEREAS, the other alternative is for the City to conduct a new appraisal of the Property for the purpose of acquisition through eminent domain in order to facilitate a significantly important economic and redevelopment opportunity; and.
WHEREAS, a cquisition of the Property by the City through eminent domain is accomplished by paying the Owner the appraised market value of the Prop erty, as approved by a court, and f or this reason, it would be more beneficial to the Property Owner to negotiate the sale of the Property with a private party in order to most likely realize an above- market price, rather than allowing the City to acquire the site through eminent domain; and
WHEREAS, while it is preferable for a private party to reach an agreement with the Owner for the reasons outlined, it is prudent that the City update the A ppraisal and position itself to move toward acquisition of the Property through eminent domain; and
WHEREAS, authorization to circulate a request for proposals for appraisal services is exempt from the California Environmental Quality Act ( "CEQA") under section 15306 of the state CEQA Guidelines, as it is part of a study leading to an action that the public agency has not yet approved, adopted, or funded.
NOW, THEREFORE, BE IT RESOLVED BY THE CITY COUNCIL OF THE CITY OF EL CAJON AS FOLLOWS:
1. The above recitals are true and correct, and are the findings of the City Council.
2. The City Council hereby authorizes City staff to prepare and circulate a Request For Proposals for appraisal services for 425 W est Main Street for the possible acquisition of the Property through eminent domain.
05/14/24 CC Meeting
Reso – Auth for RFP for Appraisal Svcs for 425 W Main (Eminent Domain Acq) 050724
City Council
Agenda Report
Agenda Item 17.
DATE: May 14, 2024
TO: Honorable Mayor and City Councilmembers
FROM: Yazmin Arellano, Director of Public of Works
SUBJECT: All-Way Stop Sign Request on Valley Lake Drive at Windmill View Road RECOMMENDATION:
That the City Council adopts the next Resolution, in order, to establish permanent all-way stop signs on Valley Lake Drive at the intersection of Windmill View Road.
BACKGROUND:
The Public Works Department periodically receives requests to investigate the need for additional regulatory signs on City streets. Residents submitted a request to install permanent all-way stop signs on Valley Lake Drive at Windmill View Road. Nearby residents have expressed concern about vehicles traveling at excessive speeds on Valley Lake Drive, and the safety of pedestrians that cross at this intersection.
Existing Conditions
Valley Lake Drive is an east-west “residential” street that extends from Fanita Drive, approximately 2,900 feet, to its terminus point. Valley Lake Drive has a residential speed limit of 25 miles per hour per California Vehicle Code Section 22352, "Prima Facie Speed Limits." Two-way “Stop” signs on Windmill View Road control the intersection with no stop signs on Valley Lake Drive. Approximately 3,250 vehicles per day travel through this intersection.
The corner sight distance was measured to determine if a vehicle traveling from Windmill View Road has adequate sight distance to safely enter Valley Lake Drive. The minimum corner sight distance of 275 feet is desirable for a street with a posted speed limit of 25 miles per hour based on the Caltrans Highway Design Manual. The field investigation revealed that the available corner sight distance is less than the desirable requirement when entering the intersection from the north on Windmill View Road. Research of City records revealed that two (2) collisions occurred at this intersection during the past five (5) years.
All-Way Stop Sign Analysis on Valley Lake Dr. and Windmill View Road The City of El Cajon follows the California Manual on Uniform Traffic Control (CAMUTCD) guidelines and also uses a “point” system developed by the City of San Diego to evaluate the need for the installation of all-way stop signs. Existing site conditions, traffic volumes, site distance obstructions, proximity to schools, and accident history are criteria used in the determination of all-way stops. A minimum of 30 points out of 50 is normally required for the installation of all-way stop signs. The results of the data collected at this intersection revealed that a total of 19 points were tallied at this location. .!!!!_ Valley of opportunity
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This analysis shows this intersection does not satisfy all the required all-way stop sign traffic volume and accident history warrants per the California Manual on Uniform Traffic Control Devices (CAMUTCD). The less-than-desirable sight distance available, coupled with the need to reduce the speed of vehicles entering this intersection to allow the safe passage of pedestrians and vehicles crossing Valley Lake Drive, is the justification for this installation.
Based on this information, staff recommends that the City Council approve stop signs to be installed on Valley Lake Drive at the intersection of Windmill View Road.
CALIFORNIA ENVIRONMENTAL QUALITY ACT:
This project is exempt from the California Environmental Quality Act ("CEQA") pursuant to State CEQA Guidelines section 15301(c) because it involves minor alterations to existing public facilities, including public safety enhancements and stop signs.
FISCAL IMPACT:
Approximately $5,500.00 for the installation of all-way stops signs, pavement legends, and continental crosswalk markings. This cost is budgeted in the Fiscal Year 2023-24 Traffic Maintenance Budget (101521).
Prepared By: Mario Sanchez, City Engineer
Reviewed By: Yazmin Arellano, Director of Public Works
Approved By: Graham Mitchell, City Manager
Attachments
Resolution
Attachments
RESOLUTION NO. ___-24
RESOLUTION TO ESTABLISH ALL-WAY STOP SIGNS
ON VALLEY LAKE DRIVE AT THE INTERSECTION
OF WINDMILL VIEW ROAD TO ENHANCE
PEDESTRIAN AND TRAFFIC SAFETY
WHEREAS, the City Council recognizes that the health, safety, and welfare of the residents of the City of El Cajon ( "City") is vitally important, and that from time to time vehicular traffic control measures are necessary to protect pedestrian traffic along and across public roads; and
WHEREAS, Valley Lake Drive is an east-west "residential" street that extends from Fanita Drive (approximately two thousand nine hundred (2,900) feet to its terminus point), and has a posted residential speed limit of twenty-five (25) miles per hour per California Vehicle Code section 22352, "Prima Facie Speed Limits"; and
WHEREAS, two-way "Stop" signs on Windmill View Road control the intersection, with no stop signs on Valley Lake Drive, and approximately three thousand two hundred fifty (3,250) vehicles travel through said intersection per day; and
WHEREAS, residents of the neighborhood have expressed concerns over excessive speed of vehicles on Valley Lake Drive and the safety of pedestrians crossing at this intersection; and
WHEREAS, research of C ity records revealed that one (1) collision occurred at this intersection during the past five (5) years in addition to a recent pedestrian fatality collision in 2023; and
WHEREAS, based on the Caltrans Highway Design Manual, the minimum corner sight distance of two hundred seventy-five (275) feet is desirable for a street with a posted speed limit of twenty-five (25) miles per hour, and when measured, the field investigation revealed that the available corner sight distance is les s than the desirable requirement when entering the intersection from the north on Windmill View Road; and
WHEREAS, the City follows the California Manual on Uniform Traffic Control ("CAMUTCD") guidelines and also uses a " point" system developed by the C ity of San Diego to evaluate the need for the instal lation of all- way stop signs, and existing site conditions, traffic volumes, site distance obstructions, proximity to schools, and accident history are criteria used in the determination of all-way stops; and
WHEREAS, a minimum of thirty (30) points out of fifty (50) is normally required for the installation of all-way stop signs, and although the results of the data collected at this intersection revealed a total of nineteen (19) points, and the analysis does not satisfy all the required all-way stop sign traffic volume and accident history per the CAMUTCD, the less than desirable sight distance available, coupled with the need to reduce the speed of vehicles entering this intersection to allow the safe passage of pedestrians and vehicles