Cities Index.
Agenda

Escalon City Council
May 4, 2026

Document
Agenda
Meeting
May 4, 2026
Body
Escalon City Council
Pages
68
Original file
13.3 MB
Text extracted from the city's file for reading and search. Open the original on www.escalon.gov. That file is the official record.

AGENDA

CITY COUNCIL OF THE CITY OF ESCALON
MEETING OF MAY 4, 2026
City Council Chambers, 2060 McHenry Avenue - 7:00 P.M.

Beginning Resolution No. 16-26
Beginning Ordinance No. 602
Beginning Minute Order No. 27-26
The following alternatives are available to members of the public to observe these meetings: As a courtesy to the public, and technology permitting, the public may also choose to observe and participate remotely as set forth below. Please be advised and warned that, in the event of a disruption, disturbance, or disconnection of remote access (via phone or GoTo Meeting) for any reason, such remote access may be suspended or eliminated, without notice. Therefore, remote participants are encouraged to attend in person (rather than via phone or Goto Meeting) to ensure they have every opportunity to participate in the meeting. Remote access is only provided as a courtesy to the public, but the City does not guarantee against any interruption, disturbance, disruption, or cessation of such remote access to the meeting. The City Council meeting will still proceed as agendized in the event of such disconnection or disturbance.

WATCH
Live stream of the City Council meetings at
https://www.youtube.com/results?search_query=city+of+escalon Live stream of the City Council meetings via your computer, tablet, or smartphone at:
https://global.gotomeeting.com/join/323691381
(Please note that you may be required to download the app in order to view the meeting. If you wish to speak during the meeting, please use the “Raise Hand” feature. A request to unmute will then be sent to you)
You can also dial in using your phone
United States + 1 (408) 650-3123
One Touch tel:+14086503123,,323691381#
Access Code: 323-691-381
In compliance with the Americans with Disabilities Act (ADA), if you need special assistance to participate in this meeting, please contact the City Clerk, 209-691-7400 or email [email protected]. Notification 48 hours prior to the meeting will enable the City to make reasonable arrangements to ensure accessibility to this meeting. (28 CFR 35.102-35.104 ADA Title II)
CALL TO ORDER Mayor Andrew Hagan
PLEDGE OF ALLEGIANCE Mayor Andrew Hagan
ROLL CALL Mayor Andrew Hagan
Mayor Pro Tem Malinda Walker
Councilmember Jeremy Engle
Councilmember Shawn Strohman
Councilmember Jeff Kay

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PRESENTATIONS

1. San Joaquin County Mosquito and Vector Control Board Representative Quarterly Update

CONSENT CALENDAR

2. Approve the Minutes of the Regular City Council Meeting on April 20, 2026

3. Approve the Register of Demands – April 29, 2026 in the Amount of $155,168.04

4. Consider Ratifying the San Joaquin Council of Government’s Annual Financial Plan for Fiscal Year 2026-2027

5. Consider Ratifying a Local Emergency Proclamation Regarding Severe Storm on Tuesday, April 21, 2026
These items are considered routine in nature and are acted upon by a single action unless requested by an individual Council Member or member of the public for special consideration.

STAFF COMMUNICATIONS & UPDATES

MATTERS PRESENTED FROM THE AUDIENCE
The public may address the City Council on any item that is on the Agenda at the time the item is called. The public may also address the City Council on any item not on the Agenda that is within the subject matter of the City of Escalon. Each speaker is limited to a maximum of five (5) minutes. Unused time may not be yielded to another speaker. You may state your name and address for the record; however, it is not required. Due to state law, action will not be taken on an item that is not on the Agenda and except for brief responses, the Council is prohibited from discussing any item not on the agenda. If it requires action, it will be referred to staff and/or placed on a future Agenda. The determination of whether an item is within the subject matter of the City is a discretionary decision made by the Mayor.

PUBLIC HEARINGS
None

ADMINISTRATIVE MATTERS

6. Introduce and Consider the City of Escalon’s 2026 Capital Improvement Plan Priorities

7. Approve Resolution xx-26, Initiating Proceedings for the Levy of an Increased Assessment and Authorization of New Improvements within the Westwood Country Landscape and Lighting Maintenance District No. 02-1, and Designating SCI Consulting Group as Engineer of Work Pursuant to the Landscaping and Lighting Act of 1972 and Article XIIID of the California Constitution

8. Consider Approval of Resolution Adopting Policy on Disruption of Telephonic or Internet Service During Meetings in Accordance with SB 707 (CEQA Exempt)

COUNCIL COMMUNICATIONS

CLOSED SESSION

ADJOURNMENT

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LEVINE ACT PUBLIC PARTY/APPLICANT DISCLOSURE OBLIGATIONS:

Applicants, parties, and their agents who have made campaign contributions totaling more than $250 (aggregated) to a Councilmember over the past 12 months, must publicly disclose that fact for the official record of that agenda item. Disclosures must include the amount of the campaign contribution aggregated, and the name(s) of the campaign contributor(s) and Councilmember(s). The disclosure may be made either in writing to the City Clerk prior to the agenda item consideration, or by verbal disclosure at the time of the agenda item consideration.

The foregoing statements do not constitute legal advice, nor a recitation of all legal requirements and obligations of parties/applicants and their agents. Parties and agents are urged to consult with their own legal counsel regarding the requirements of the law.

SB 343 NOTICE
In accordance with California Government Code Section 54957.5, any writing or document that is a public record, relates to an open session agenda item and is distributed less than 72 hours prior to a regular meeting will be made available for public inspection in the office of the City Clerk at City Hall during normal business hours at 2060 McHenry Avenue. If, however, the document or writing is not distributed until the regular meeting to which it relates, then the document or writing will be made available to the public at the location of the meeting, as listed on this Agenda.

DECLARATION OF POSTING
I, Michele Bates, Deputy City Clerk, certify under penalty of perjury, under the State of California, that the Escalon City Council Agenda for the Meeting of Monday, May 4, 2026 was posted 72 hours prior to the meeting in accordance with the Ralph M. Brown Act, in the area designated below on Thursday, April 30, 2026.

Escalon City Hall
2060 McHenry Avenue
City of Escalon Website
www.cityofescalon.org
Escalon CA 95320

Dated: Thursday April 30, 2026
Michele Bates, Deputy City Clerk

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ITEM NO. 2

COUNCIL AGENDA ITEM
FOR MAY 4, 2026
Prepared By: Michele Bates, Deputy City Clerk
Date: April 28, 2026
Subject: Review and Approve the Minutes
Recommendation:

Approve the Minutes from the Regular City Council Meeting of April 20, 2026.

Page 7 of 68 ends

MINUTES

CITY COUNCIL OF THE CITY OF ESCALON
MEETING OF APRIL 20, 2026
City Council Chambers, 2060 McHenry Avenue - 7:00 P.M.

Beginning Resolution No. 14-26
Beginning Ordinance No. 602
Beginning Minute Order No. 25-26
PRESENT: Mayor Andrew Hagan
Mayor Pro Tem Malinda Walker
Councilmember Shawn Strohman
Councilmember Jeff Kay
ABSENT: Councilmember Jeremy Engle
STAFF PRESENT: Jaylen French, City Manager (CM)
Celinda Bickner, Finance Director/HR Administrator (FDHRA) Juston Collins, Public Works Superintendent (PWS)
Robert Hardgraves, Chief of Police
Trevin Barber, Development and Community Services Manager (DCSM) Frank Splendorio, Legal Counsel
Michele Bates, Deputy City Clerk

PRESENTATIONS

1. Swearing In of Officer Benjamin Meza
Chief Hardgraves conducted the official swearing-in of Officer Meza. The Council congratulated him on his new position and welcomed him and his family to Escalon.

2. Initial Draft 2026-2027 Capital Improvement Plan Presentation An updated list of capital improvement projects was shared. Upon Mayor Hagan’s prompting, the City indicated that it is preparing capital replacement plans which will outline the City’s annualized cost of deferred maintenance, which will be incorporated into future budgets.

Mayor Pro Tem Walker and Councilmember Strohman inquired about a broader list of projects, including projects that have been discussed in the past, so that the Council can prioritize projects for future funding. They expressed the importance of council and community input into the list. CM French responded that this list would be shared at the next meeting.

Mayor Hagan stated that the project list reflects the City’s prioritized needs, which differ from community wants. Councilmember Kay acknowledged that while community input may produce a different list, the City’s current priorities focus on essential repairs and replacements to maintain operations.

CONSENT CALENDAR

3. Approve the Minutes of the Regular City Council Meeting on April 6, 2026

4. Approve the Register of Demands – April 13, 2026 in the Amount of $1,065,085.40

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5. Adopt Resolution XX-26 Approving the Fourth Amendment to the Communications Site Lease Agreement with SBA 2012 TC Assets, LLC at Hogan Park and Authorize the City Manager to Execute All Necessary Documents

6. Consider Awarding the 2026 Pavement Restoration Project to VSS International. Inc in an Amount Not to Exceed $347,832.10 Including Contingency Authority

7. Consider Awarding the 2026 Wastewater Treatment Facility Biosolids Removal Project to Jim Brisco Enterprises in the Amount of $272,000.00 Including Contingency Authority MOTION – it was m/s by STROHMAN/KAY to Approve the Consent Calendar as Presented. Motion carried 4-0-1 (Engle Absent) MINUTE ORDER 25-26

STAFF COMMUNICATIONS & UPDATES

8. March Updates
a. Treasurer’s Report
b. Police Department Report
c. Recreation Report
d. Community Center Report
e. Development Services Report
f. Public Works Report
g. Building Department
h. Water Department Report
i. Waste Water Treatment Plant Report
j. City Manager’s Report (Verbal)
DCSM Barber provided an update to Council on recent department activities. He noted that reservations for the Hogan Park BBQ area can now be made online using Team Sideline, and that staff is working on a reservation system for the community center kitchen.

Councilmember Strohman asked about the status of checks issued to businesses, and FDHRA Bickner confirmed that all but one have been distributed, with the remaining check forthcoming.

FDRA Bickner provided an update on the third quarter treasure report and funds specifically available for CIP projects and how the City is in the beginning stages with a new auditor.

Chief Hardgraves informed Council that the recently ordered officer’s rifles had been received. He then shared that he shared the Disaster Preparedness Plan with Fire and Ambulance and planned to meet with them to discuss implementation. He recognized Officer Palomino for leading the department in arrests and citations for the month of March.

PWS Collins reminded the community that free compost is available off Campbell Road and can be collected by bringing a vehicle and shovel. He also updated Council on plans for installing owl boxes in parks to address the gopher issue, provided a count of adjacent cities that rely solely on groundwater as requested by a Councilmember, and shared an update on ongoing discussions with PG&E regarding the First Street lights.

CM French reminded Council of the upcoming budget workshop, of work being completed at Main Street Park, the housing element and the railroad crossing striping project on Highway 120.

MATTERS PRESENTED FROM THE AUDIENCE
Ellen Brittingham, local government affairs representative for PG&E, introduced herself and offered her assistance in any matter that may come up and provided her business card to Council.

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PUBLIC HEARINGS
None

ADMINISTRATIVE MATTERS

9. Approve Resolution xx-26, Initiating Proceedings for the Annual Levy of Assessments and Ordering the Preparation of Annual Assessment Reports for the Belleterra Landscape Maintenance District No. 01-1, Estates Benefit Assessment District No. 06-1, Estates Landscape and Lighting Maintenance District No. 06-1, Sunrise Terrace Landscape Maintenance District No. 96-1, and Westwood Country Landscape and Lighting Maintenance District No. 02-1 for Fiscal Year 2026/27.

DCSM Barber provided the staff report, noting that this is the first of a three step process for the annual levy assessment, and the preparation of the annual assessment reports for each of Escalon’s LLMD’s. CM French noted that this item is usually handled under the consent calendar, but with the attention on this issue that staff wanted to provide an additional opportunity for comment from the community if needed. He informed Council, that as requested by Council, this year staff will provide an itemized list of expenditures in each district from the prior year to help identify the district’s costs.

Public Comment Opened at 8:17 p.m.

None
Public Comment Closed at 8:17 p.m.

MOTION – it was m/s by STROHMAN/KAY to Adopt Resolution No. XX-26 Initiating Proceedings for the Annual Levy of Assessments and Ordering the Preparation of Annual Assessment Reports for Fiscal Year 2026/27 for: Belleterra Landscape Maintenance District No. 01-1, Estates Benefit Assessment District No. 06- 1, Estates Landscape and Lighting Maintenance District No. 06-1, Sunrise Terrace Landscape and Lighting Maintenance District No. 96-1, and Westwood Country Landscape and Lighting Maintenance District No. 02-

1. Motion carried 4-0-1 (Engle Absent) MINUTE ORDER 26-26

10. Consider Proposed Fees for Adult Softball and the Newly Added Adult Soccer Program and Provide Direction to Staff or Set Date for Public hearing to Adopt DCSM Barber presented the staff report regarding a potential fee increase for adult softball and a fee for the proposed new adult soccer program. As requested by council City staff completed a survey to inquire about the program priorities. Staff also compared the costs of other forms of adult recreation to the proposed fees of adult soccer and softball.

The Council generally expressed support for increasing the fees, stating they were comfortable with the proposed changes. Though, Councilmember Kay reiterated his position that adult programs should be fully funded by participants and not subsidized by the government.

Public Comment Opened at 8:17 p.m.

None
Public Comment Closed at 8:17 p.m.

COUNCIL COMMUNICATIONS
Councilmember Kay had no comments.

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Councilmember Strohman thanked staff for the CIP presentation and requested a future agenda item to discuss plans for commemorating the 250th anniversary of the United States, which received Council support. He also requested a discussion on addressing the mosquito issue in parks, also supported by Council, and noted he will be absent from the next meeting due to attending the SJCOG One Voice Conference in Washington, D.C.

Mayor Pro Tem Walker highlighted the success of the first farmers market of the year, noting positive feedback on its location in Main Street, and expressed that the park’s reopening in June will be appreciated during hotter weather.

Mayor Hagan suggested using mosquito control measures as a cost-effective solution and proposed moving forward with discussions with DeRuosi for additional parking near the community center, which received Council consensus. He then wished everyone a good evening.

CLOSED SESSION

ADJOURNMENT
There being no further business, Mayor Hagan adjourned the meeting at approximately 8:37 p.m.

Respectfully submitted,
__________________________________
Michele Bates, Deputy City Clerk

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ITEM NO. 3

COUNCIL AGENDA ITEM
FOR MAY 4, 2026
Prepared By: Courtney Richmond, Accounting Technician
Date: April 29, 2026
Subject: Approval of Register of Demands – April 29, 2026, for $155,168.04 Recommendation:

Approval of the Register of Demands for the amount of $155,168.04 for the period beginning April 14, 2026, and ending on April 29, 2026, pursuant to the Fiscal Year 2025-26 Budget adopted on 6/16/2025.

Attachments
Attached is the check register report for the period indicated above in which items were paid in conformity with City policies and procedures from available funds.

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4/30/2026 9:59 AM A/P HISTORY CHECK REPORT PAGE: 1
VENDOR SET: 01 City of Escalon, CA
BANK: OPOOL OAK VALLEY POOL CASH
DATE RANGE: 4/14/2026 THRU 4/29/2026

CHECK INVOICE CHECK CHECK CHECK
VENDOR I.D. NAME STATUS DATE AMOUNT DISCOUNT NO STATUS AMOUNT PAC02 PACIFIC GAS AND ELECTRIC
I-202604225746 PACIFIC GAS AND ELECTRIC D 4/22/2026 14,678.59 001367 14,678.59 VIS01 VISA
I-BATES042026 CAL CITY MEETING-MEALS/IPAD D 4/22/2026 386.79 001368 I-COLLINS042026 LIGHTING/RAKE/VLV BOX/FILTERS D 4/22/2026 499.13 001368 I-HARDGRAVES042026 LODGING/OFFICE SUPPLIES D 4/22/2026 1,688.92 001368 I-RICHMOND042026 REC SUPPLIES/ADOBE PRO/FLIGHT D 4/22/2026 2,096.19 001368 4,671.03 ARC02 ARCO BUSINESS SOLUTIONS
I-20260415TI761000AR FUEL D 4/29/2026 5,498.14 001369 5,498.14 MOD03 MODESTO IRRIGATION DISTRICT
I-202604175744 MODESTO IRRIGATION DISTRICT D 4/29/2026 15,176.40 001370 15,176.40 NAG00 NAGEL LANDSCAPING INC
I-53244 LANDSCAPE MAINTENANCE R 4/15/2026 915.00 083958 915.00 DEP08 DEPARTMENT OF JUSTICE
I-202604155743 RESERVE CCW PERMIT- HARRISON R 4/15/2026 137.00 083959 137.00 BLA04 BLACKWATER CONSULTING ENGINEER
I-8838 PROFESSIONAL SERVICES MAR 2026 R 4/22/2026 5,444.50 083960 5,444.50 CAL61 CALIFORNIA BUILT-IN SYSTEMS, I
I-27484 ANNUAL COMMERCIAL MONITORING R 4/22/2026 480.00 083961 I-27597 SERVICE CALL-LIBRARY R 4/22/2026 210.16 083961 690.16 CAP04 CAPITOL BARRICADE, INC.

I-187612 REFLECTIVE CONES/DELINEATORS R 4/22/2026 6,308.41 083962 6,308.41 FRO03 FRONTIER COMMUNICATIONS
I-202604225747 MONTHLY 911 TELEPHONE R 4/22/2026 84.00 083963 84.00 MCD01 MCDOWELL & DAVIS TOWING INC.

I-014929 2011 FORD F350-REPAIR EVAP SYS R 4/22/2026 577.73 083964 577.73 PAC01 PACIFIC STATES PETROLEUM
I-APR2320-IN 520 GALLON FUEL TANK RENTAL R 4/22/2026 180.97 083965 180.97 PAC02 PACIFIC GAS AND ELECTRIC
I-0008506823-7 DECOM/ONGOING CTC CHGS MAR 26 R 4/22/2026 6.88 083966 6.88

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4/30/2026 9:59 AM A/P HISTORY CHECK REPORT PAGE: 2
VENDOR SET: 01 City of Escalon, CA
BANK: OPOOL OAK VALLEY POOL CASH
DATE RANGE: 4/14/2026 THRU 4/29/2026

CHECK INVOICE CHECK CHECK CHECK
VENDOR I.D. NAME STATUS DATE AMOUNT DISCOUNT NO STATUS AMOUNT PAC02 PACIFIC GAS AND ELECTRIC
I-0008506874-0 DECOM/ONGOING CTC CHGS MAR 26 R 4/22/2026 0.90 083967 0.90 PAC02 PACIFIC GAS AND ELECTRIC
I-0008506877-3 DECOM/ONGOING CTC CHGS MAR 26 R 4/22/2026 0.28 083968 0.28 PAC03 AT&T
I-202604205745 MONTHLY TELEPHONE R 4/22/2026 207.26 083969 207.26 QUI03 QUILL CORPORATION
I-48396302 (4) CASES PAPER R 4/22/2026 182.66 083970
I-48413446 (3) CASES OF COPY PAPER R 4/22/2026 158.72 083970 I-48460040 (3) CASES OF COPY PAPER R 4/22/2026 158.72 083970 500.10 RIP01 CITY OF RIPON
I-7295 RADIO MAINTENANCE SERVICES R 4/22/2026 2,457.00 083971 2,457.00 TEL01 TELSTAR INSTRUMENTS INC
I-131207 SCADA SYSTEM UPGRADE R 4/22/2026 4,689.40 083972 4,689.40 VAL11 VALLEY PACIFIC PETROLEUM SERVI
I-CL 26-977216 FUEL R 4/22/2026 2,224.68 083973 2,224.68 DIG02 DIGIULIO, SHELBY
I-202604225748 WRKS COMP/WAGE REPLACEMENT R 4/23/2026 2,773.52 083974 2,773.52 4LEAF 4LEAF, INC.

I-J4190-26-02 6TH CYCLE HOUSING ELEMENT R 4/29/2026 2,175.00 083975 I-J4190-26-03 6TH CYCLE HOUSING ELEMENT R 4/29/2026 1,394.00 083975 3,569.00 AUT01 AUTREYS SWEEPING LLC
I-48966 STREET SWEEPING SERVICES R 4/29/2026 1,807.69 083976 1,807.69 INS03 RENTOKIL NORTH AMERICA INC
I-397606 MONTHLY PES CONTROL SERV R 4/29/2026 52.76 083977 I-397607 MONTHLY PES CONTROL SERV R 4/29/2026 52.76 083977 I-397615 MONTHLY PES CONTROL SERV R 4/29/2026 52.76 083977 I-397626 MONTHLY PES CONTROL SERV R 4/29/2026 52.76 083977 I-397627 MONTHLY PES CONTROL SERV R 4/29/2026 52.76 083977 I-397641 MONTHLY PES CONTROL SERV R 4/29/2026 52.76 083977 I-397642 MONTHLY PES CONTROL SERV R 4/29/2026 52.76 083977 I-397655 MONTHLY PES CONTROL SERV R 4/29/2026 52.76 083977 422.08

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4/30/2026 9:59 AM A/P HISTORY CHECK REPORT PAGE: 3
VENDOR SET: 01 City of Escalon, CA
BANK: OPOOL OAK VALLEY POOL CASH
DATE RANGE: 4/14/2026 THRU 4/29/2026

CHECK INVOICE CHECK CHECK CHECK
VENDOR I.D. NAME STATUS DATE AMOUNT DISCOUNT NO STATUS AMOUNT MID15 HALCYON CREEK INC
I-1150 MONTHLY IT SERVICES R 4/29/2026 7,494.07 083978 7,494.07 RIP01 CITY OF RIPON
I-7293 MONTHLY DISPATCH SERVICES R 4/29/2026 15,135.72 083979 I-7294 MONTHLY DISPATCH SERVICES R 4/29/2026 188.14 083979 15,323.86 TEL01 TELSTAR INSTRUMENTS INC
I-131191 WELL 1A R 4/29/2026 25,411.40 083980
I-131696 WELL 1A R 4/29/2026 2,783.00 083980 28,194.40
1 ECKERT COLD STORAGE
I-202604235750 DMG DEP R 4/29/2026 500.00 083981 500.00 ARD01 ARDURRA GROUP INC
I-183223 PROJ#25112 LA MESA SEWER R 4/29/2026 4,197.00 083982 4,197.00 CAL13 CALNET
I-000025108274 SCADA PHONE LINE R 4/29/2026 146.25 083983 146.25 CCP01 C&C PORTABLE TOILETS INC
I-21283 PORTABLE TOILET-SHOOTING RANGE R 4/29/2026 245.10 083984 245.10 CIN01 CINTAS CORP
I-5330350112 FIRST AID SUPPLIES R 4/29/2026 192.52 083985 192.52 COI01 C & S DRAPERIES INC
I-MOD-C-000901468 CLEANING SERVICE- HOLDING CELL R 4/29/2026 275.00 083986 275.00 DAT03 DATA TICKET INC
I-192733 MONTHLY DAILY CITATIONS R 4/29/2026 206.08 083987 206.08 DEP03 DEPARTMENT OF JUSTICE
I-034998 FINGERPRINTS R 4/29/2026 529.00 083988 529.00
FGL01 FRUIT GROWERS LABORATORY INC
I-634545A DRINKING WATER TESTING R 4/29/2026 220.00 083989 I-634731A DRINKING WATER TESTING R 4/29/2026 104.00 083989 324.00 GOR01 GORDON, ROGER
I-202604235749 GRAZING FOR WEED CONTROL WWTP R 4/29/2026 2,250.00 083990 2,250.00 GRO02 GROVER LANDSCAPE SERVICES INC
I-0349015 BELLA TERRA- BROKEN SPRINKLERS R 4/29/2026 589.92 083991 589.92

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4/30/2026 9:59 AM A/P HISTORY CHECK REPORT PAGE: 4
VENDOR SET: 01 City of Escalon, CA
BANK: OPOOL OAK VALLEY POOL CASH
DATE RANGE: 4/14/2026 THRU 4/29/2026

CHECK INVOICE CHECK CHECK CHECK
VENDOR I.D. NAME STATUS DATE AMOUNT DISCOUNT NO STATUS AMOUNT HAI01 HAIDLEN FORD
I-6087801/1 VEHICLE REPAIR-UNIT 2228 R 4/29/2026 1,084.32 083992 1,084.32 LIN01 LINDE INC
I-56133795 LIQUID OXYGEN R 4/29/2026 15,468.33 083993 15,468.33 MIS02 MISSION LINEN SUPPLY
I-525862533 RUG/TOWEL/UNIFORM-PW R 4/29/2026 70.48 083994 I-525903553 RUG/TOWEL-COMM CTR R 4/29/2026 31.56 083994 I-525903556 RUG/TOWEL-CH R 4/29/2026 39.35 083994 141.39 OAK08 NUTTER, DALTON
I-47966 LFIC CYLINDER/REKEY/COPIES R 4/29/2026 139.57 083995 139.57 OREI1 O'REILLY AUTOMOTIVE STORES INC
I-3811-377045 (2) DIESEL EXHAUST FLUID R 4/29/2026 24.90 083996 24.90 PAC06 PACE SUPPLY CORP.

I-0511326929 (4) BADGER WATER METERS R 4/29/2026 1,586.66 083997 I-0611343088 METER/ FULL FACE GASKETS/COILS R 4/29/2026 93.05 083997 1,679.71 PL01 P & L CONCRETE PRODUCTS/FOLSOM
I-7014677 SANDY LOAM TRANSFER LOAD R 4/29/2026 674.25 083998 674.25 QUE02 QUENCH USA, INC.

I-INV10710753 WATER FILTER AC- 4/12-7/11/26 R 4/29/2026 184.91 083999 184.91 SAN03 SAN JOAQUIN CO
I-0001025-P DOC#39-03172026-072 R 4/29/2026 50.00 084000 I-1904256-CI DOC#2026-016718 R 4/29/2026 2.00 084000
I-1905865 DOC#2026-020714 R 4/29/2026 4.00 084000
I-1906544 DOC#2026-021484 R 4/29/2026 2.00 084000 58.00 SOU01 SOUTH SAN JOAQUIN IRRIGATION D
I-0009455 FIXED COSTS- MAR 2026 R 4/29/2026 183.27 084001 183.27 STR01 STRAND ACE HARDWARE INC.

C-687689 FASTENERS R 4/29/2026 1.78CR 084002
I-687495 TRIMMER LINE/TRIMMER HEAD R 4/29/2026 64.14 084002 I-687497 FASTENERS R 4/29/2026 14.53 084002
I-687533 PIPE WRENCH/DRIVER BIT SET R 4/29/2026 112.29 084002 I-687583 ADAPTER/RISER/PIPE/FITTINGS R 4/29/2026 122.77 084002 I-687586 TROWEL/TRANSPLANTER R 4/29/2026 21.73 084002
I-687599 CUT-OFF WHEEL/CORNER ELBOW R 4/29/2026 33.67 084002 I-687612 (6) ELBOWS/(4) RISERS R 4/29/2026 14.46 084002 I-687618 ADAPTER/COUPLERS R 4/29/2026 16.70 084002
I-687648 SPRINKLER/ADAPTER/ELBOWS/PIPE R 4/29/2026 95.42 084002 I-687683 STRIKE ANCHOR 50PC R 4/29/2026 97.86 084002

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4/30/2026 9:59 AM A/P HISTORY CHECK REPORT PAGE: 5
VENDOR SET: 01 City of Escalon, CA
BANK: OPOOL OAK VALLEY POOL CASH
DATE RANGE: 4/14/2026 THRU 4/29/2026

CHECK INVOICE CHECK CHECK CHECK
VENDOR I.D. NAME STATUS DATE AMOUNT DISCOUNT NO STATUS AMOUNT I-687684 FASTENERS R 4/29/2026 17.31 084002
I-687811 (1) HEATGUN R 4/29/2026 35.88 084002
I-687935 CLAMP/THRD SLNT WHT/PVC R 4/29/2026 32.74 084002 I-687944 HARD HAT/N95 MASKS/TLT PAPER R 4/29/2026 92.39 084002 I-687979 CHAIN LUBRICANT/GARDEN SPRAY R 4/29/2026 31.52 084002 I-687989 ORANGE TAPE FLAGING R 4/29/2026 4.34 084002
I-688014 CLEAR SEALANT R 4/29/2026 104.33 084002
I-688130 FASTENERS/ROPE/BOLT R 4/29/2026 22.48 084002
I-688136 PAPER TOWELS/PLASTIC BUCKET R 4/29/2026 22.38 084002 I-688186 MAG BOX/LINOLEUM KNIFE R 4/29/2026 96.31 084002 1,051.47 SWI01 SWIFT, ROBERT
I-4441 15GAL REDBUD/REMOVAL OF STUMP R 4/29/2026 275.00 084003 I-4442 15GAL CREPE MYRTLE-BELLA TERRA R 4/29/2026 225.00 084003 I-4445 IRRIGATION REPAIR R 4/29/2026 230.00 084003 730.00 TYL01 TYLER TECHNOLOGIES
I-CI100-00266851 UTILITY ONLINE/WEBSITE R 4/29/2026 130.00 084004 I-CI100-00274877 UTILITY ONLINE/WEBSITE R 4/29/2026 130.00 084004 260.00 * * T O T A L S * * NO INVOICE AMOUNT DISCOUNTS CHECK AMOUNT REGULAR CHECKS: 47 115,143.88 0.00 115,143.88
HAND CHECKS: 0 0.00 0.00 0.00
DRAFTS: 4 40,024.16 0.00 40,024.16
EFT: 0 0.00 0.00 0.00
NON CHECKS: 0 0.00 0.00 0.00
VOID CHECKS: 0 VOID DEBITS 0.00
VOID CREDITS 0.00 0.00 0.00
TOTAL ERRORS: 0

NO INVOICE AMOUNT DISCOUNTS CHECK AMOUNT
VENDOR SET: 01 BANK: OPOOL TOTALS: 51 155,168.04 0.00 155,168.04 BANK: OPOOL TOTALS: 51 155,168.04 0.00 155,168.04
REPORT TOTALS: 51 155,168.04 0.00 155,168.04

Page 18 of 68 ends

4/30/2026 9:59 AM A/P HISTORY CHECK REPORT PAGE: 6

SELECTION CRITERIA
------------------------------------------------------------------------------------------------------------------------------------ VENDOR SET: 01-CITY OF ESCALON VENDORS
VENDOR: ALL
BANK CODES: All
FUNDS: All
------------------------------------------------------------------------------------------------------------------------------------

CHECK SELECTION
CHECK RANGE: 000000 THRU 999999
DATE RANGE: 4/14/2026 THRU 4/29/2026
CHECK AMOUNT RANGE: 0.00 THRU 999,999,999.99
INCLUDE ALL VOIDS: YES
------------------------------------------------------------------------------------------------------------------------------------

PRINT OPTIONS
SEQUENCE: CHECK NUMBER
PRINT TRANSACTIONS: YES
PRINT G/L: NO
UNPOSTED ONLY: NO
EXCLUDE UNPOSTED: NO
MANUAL ONLY: NO
STUB COMMENTS: NO
REPORT FOOTER: NO
CHECK STATUS: NO
PRINT STATUS: * - All
------------------------------------------------------------------------------------------------------------------------------------

Page 19 of 68 ends

INTENTIONALLY LEFT BLANK Page 20 of 68
ITEM NO. 4

COUNCIL AGENDA ITEM
FOR MAY 4, 2026
Prepared By: Michele Bates, Deputy City Clerk
Date: April 28, 2026
Subject: Consider Ratifying the San Joaquin Council of Government’s Annual Financial Plan for Fiscal Year 2026-2027
Recommendation:

Consider ratifying the San Joaquin Council of Government’s (SJCOG) Annual Financial Plan (AFP) for Fiscal Year 2026-2027.

Background and Discussion:

In accordance with the Joint Powers Agreement (JPA) between SJCOG and member agencies in San Joaquin County, each governing body is tasked with reviewing and ratifying SJCOG’s AFP, following adoption by the SJCOG Board of Directors. On March 26, 2026, the SJCOG Board of Directors adopted the attached AFP for Fiscal Year 2026-2027.

Exhibits:

1. SJCOG Letter, AFP and Staff Report

Page 21 of 68 ends

SAN JOAQUIN COUNCIL OF GOVERNMENTS
555 E. Weber Avenue • Stockton, California 95202 • P 209.235.0600 • F 209.235.0438 • www.sjcog.org Christina Fugazi
CHAIR
Gary Singh

VICE CHAIR
Diane Nguyen

EXECUTIVE DIRECTOR
Member Agencies

CITIES OF

ESCALON,

LATHROP,
LODI,

MANTECA,

MOUNTAIN HOUSE,
RIPON,

STOCKTON,
TRACY,
AND

THE COUNTY OF SAN

JOAQUIN
March 31, 2026
Jaylen French
City of Escalon
2060 McHenry Ave
Escalon, CA 95320
Dear Mr. French,
On March 26, 2026 the San Joaquin Council of Government (SJCOG) Board adopted the Annual Financial Plan for FY 2026-27. Attached is the board staff report as well as a copy of the adopting resolution. Pursuant to SJCOG's Joint Powers Agreement, following adoption of the budget by the SJCOG Board, it is to be delivered to member agencies for ratification by each governing body.

Approval by a majority of the governing bodies representing 55% or more of the county's population is considered ratification.

Therefore, SJCOG requests you place SJCOG's Annual Financial Plan for FY 2026-27 on a forthcoming consent agenda prior to June 30, 2026, for ratification.

The Annual Financial Plan implements the FY 2026-27 Overall Work Program (OWP) that was also adopted by the SJCOG Board on March 26, 2026.

The attached excerpt of the Annual Financial Plan (AFP) provides a summary of revenues and expenditures by cost category and line item comparing the approved FY 2026-27 budgets with the current year (FY 2025-26) adopted budget, as most recently amended, along with FY 2024-25 actual expenditures.

Revenues and expenditures total $47,315,919. The approved AFP represents the general fund budget for SJCOG. The revenues and expenditures in the AFP are the same as the Overall Work Program (OWP), however, presented in a traditional line-item format compared to the work element format of the OWP.

Readers should note several differences between SJCOG and its member agencies’ budgets:
• SJCOG revenue sources are quite different from our member agencies. • SJCOG employs staff on an at-will basis, vis-à-vis civil service and has its own employee handbook and policies.
• SJCOG has its own Financial and Accounting Policy guiding our financial matters including procurement procedures.
• SJCOG employees are exempted from Social Security except for Medicare.
• As noted below, SJCOG offers a defined contribution retirement plan to its employees. SJCOG has no CalPERS or post employments benefit obligations except limited sick leave conversion as noted.

Page 22 of 68 ends

The following assumptions are incorporated in the budget:

1. Work will not begin, and expenses will not be incurred unless anticipated revenue sources are secured.

2. The AFP anticipates SJCOG to be fully staffed. The budget includes a

7.50 % pool that can be drawn upon for merit-based increases and potential promotions. The full impact of that pool is incorporated into the salary-driven benefits (retirement, Medicare, disability).

3. SJCOG has no significant liability exposure for post-employment benefits. a. The employee retirement program is a defined contribution program managed by the International City Managers Association
Retirement Program (Mission Square Retirement).
b. SJCOG employee vacation accruals are capped at two times the individual’s annual leave.
c. Upon separation with 50 years of age or 20 years of SJCOG employment, an employee can convert accrued sick leave hours to be deposited into a Retirement Health Savings Account to pay for health-related expenses. The conversion is based upon the employee’s salary at retirement.

SJCOG staff would be pleased to appear before your policymakers to answer any questions they might have regarding this matter. We request ratification prior to June 30, 2026. Please let me know when this will be on your agenda.

If you have any questions regarding this matter, don't hesitate to contact me at (209) 235-0454.

Thank you for your assistance.

Sincerely,

GRACE OROSCO
Deputy Director of Finance & Administration
Attachments:

R-26-22
FY 2026-27 Annual Financial Plan Staff Report
FY 2026-27 Annual Financial Plan Board Summary

Page 23 of 68 ends

Councilmember Jeremy Engle City of Escalon
Councilmember Lisa Craig City of Lodi
Mayor Paul Akinjo City of Lathrop
Mayor Andy Su City of Mountain House
Councilmember Leo Zuber City of Ripon
Councilmember Mario Enriquez City of Stockton
Councilmember Mariela Ponce City of Stockton
Mayor Dan Arriola City of Tracy
Supervisor Sonny Dhaliwal County of San Joaquin
Supervisor Steven Ding County of San Joaquin
Supervisor Robert Rickman County of San Joaquin
Grace Magsayo, Director Caltrans District 10
Derek Graves, Jr, Chair San Joaquin Regional Transit District Margaret Shea Stephens, Commissioner Port of Stockton
Mayor Christina Fugazi, City of Stockton
San Joaquin Council of Governments

ANNUAL FINANCIAL PLAN
Fiscal Year 2026/27
CHAIR
Proposed Final March 26, 2026
Grace Orosco
Deputy Director of Finance and Administration

VICE-CHAIR
Mayor Gary Singh, City of Manteca

BOARD OF DIRECTORS

EX OFFICIO DIRECTORS
SUBMITTED BY:

Diane Nguyen
Executive Director
P. 24

Page 24 of 68 ends

FY 2025-26 FY 2026-27 +/- +/-
REVENUES Amendment #3 Proposed Draft Change % Change
Federal Grants 30,541,057 28,901,219 (1,639,838) -5.37% State Grants 16,847,401 8,593,012 (8,254,389) -49.00%
Local 9,625,460 9,721,688 96,228 1.00%
Interest 40,000 40,000 - 0.00%
Other 60,000 60,000 - 0.00%
SJCOG OPERATING REVENUE 57,113,918 47,315,919 (9,797,999) -17.16%

EXPENDITURES
Salaries & Benefits 7,137,261 7,137,261 - 0.00%
Services & Supplies
Office, Computer License 367,000 377,000 10,000 2.72%
Communications 60,000 60,000 - 0.00%
Memberships 45,000 45,000 - 0.00%
Maintenance - Equipment 10,000 10,000 - 0.00%
Rents & Leases - Equipment 131,000 131,000 - 0.00%
Publications & Legal Notices 7,500 7,500 - 0.00%
Insurance 278,000 303,000 25,000 8.99%
Building Operations & Maintenance 335,000 335,000 - 0.00% SJCOG Building Debt Service Principal and Interest 200,000 200,000 - 0.00% Transportation/Travel
Transportation,Travel & Training (In & Out of State) 233,000 233,000 - 0.00% Professional Services 47,859,656 38,026,657 (9,832,999) -20.55% Capital Outlay 450,500 450,500 - 0.00%
SJCOG OPERATING EXPENDITURES 57,113,918 47,315,919 (9,797,999) -17.16% San Joaquin Council of Governments

ANNUAL FINANCIAL PLAN
Fiscal Year 2026/2027
Proposed Final March 26, 2026
P. 25

Page 25 of 68 ends

March 2026
SJCOG Board

STAFF REPORT
SUBJECT: Approval of the Fiscal Year 2026-27
Proposed Final Annual Financial Plan
RECOMMENDED ACTION: Adopt Resolution 2026-22, approving the Fiscal Year 2026-27 Proposed Final
Annual Financial Plan
The attached proposed Annual Financial Plan (AFP) provides a detailed summary of revenues and expenditures by cost category and line item. The proposal compares the Fiscal Year 2026-27 proposed budget with the most recently adopted Fiscal Year 2025- 26 AFP. In addition, it compares the proposal to the Fiscal Year 2024-25 actual expenditures. The total revenues and expenditures amount to $47,315,919. The proposed AFP represents the general fund budget for the San Joaquin Council of Governments (SJCOG). The revenues and expenditures in the AFP are the same as the Overall Work Program (OWP), however, presented in a traditional line-item format compared to the work element format of the OWP.

Below is a summary of revenues and expenditures in the AFP. For details on each of those categories please refer to the attachment.

Readers should note several differences between SJCOG and its member agencies’ budgets:
x SJCOG revenue sources are quite different from our member agencies. x SJCOG employs staff on an at-will basis, as compared to civil service for most member jurisdictions, and has its own employee handbook and policies. x SJCOG has its own Financial and Accounting Policy guiding our financial matters including procurement procedures.
x SJCOG employees are exempted from Social Security except for Medicare. x As noted below, SJCOG offers a defined contribution retirement plan to its employees. SJCOG has no CalPERS or other post-employment benefit obligations except limited sick leave conversion as noted for qualifying employees.

Upon adoption by the board, pursuant to the SJCOG Joint Powers Agreement, the AFP will be sent to the member agencies for ratification. Ratification is achieved when a majority of the member agencies, representing 55% of the county’s population, approve the AFP.

P. 20

Page 26 of 68 ends

The following assumptions are incorporated in the budget:

1. The budget includes a longevity incentive program to attract and maintain an experienced and knowledgeable workforce. The incentive is structured to recognize and reward the length of staff’s tenure. The longevity pay targets will be 10, 15 and 20 years (of continuous service), with an increase in base salary of 1%, 2% and 3% respectively.

This longevity pay does not apply to the contract position of the Executive Director.

2. The budget includes a COLA adjustment of 2.67 percent in the minimum and maximum salary ranges of all classifications for noncontract positions. The COLA percent is applied to noncontract employees’ salary.

3. SJCOG has no significant liability exposure for post-employment benefits. a. The employee retirement program is a defined contribution program managed by Mission Square Retirement, formerly the International City Managers Association Retirement Program, with contributions defined within the Board adopted Policy Handbook
b. SJCOG employee vacation accruals are capped at two times the individual’s annual leave, per the Board adopted Policy Handbook. c. Upon separation, an employee can convert accrued sick leave hours to be deposited into a Retirement Health Savings Account to pay for healthrelated expenses, with the qualification being 50 years of age or 20 years of SJCOG employment. The conversion is based upon the employee’s salary at retirement and alleviates SJCOG of any further liability.

REVENUES
Compared to the current year amended AFP, SJCOG general fund operating revenues are proposed to decrease from $57,113,918 to $47,315,919, which is a reduction of $9,797,999. This change primarily reflects the planned drawdown of several large multiyear grant programs that were in peak implementation during Fiscal Year 2025-26. As for SJCOG capital projects, including SR 99/120 and I-205 Managed Lanes, significant expenditures are occurring in Fiscal Year 2025/26, with phase 1A of the SR 99/120 project completing construction in the summer. As those projects advance toward completion, associated grant or project delivery expenditures naturally decline in Fiscal Year 2026-27.

P. 21

Page 27 of 68 ends

Federal funding for
general fund activities is
$28,901,219 which is

5.37% lower than Fiscal
Year 2025-2026. This is
primarily due to the
planned drawdown of
I-205 Managed Lanes
funds, and consumption
of FTA 5304 pass
through funds.

State funding sources are
budgeted at $8,593,012
or 49% lower primarily due to:
x $5,292,852 drawdown on REAP 2.0
x $507,429 drawdown on Regional Climate Collaborative grant. x $1,050,773 drawdown on Clean Mobility EV Bike program. x $825,508 drawdown on Clean Mobility EV Car Share program. x $344,730 drawdown on State Transportation Improvement Program (STIP) Planning Programming and Monitoring.
x Net drawdown of $86,790 Freeway Service Patrol funding. x $411,884 drawdown has occurred on three years of Senate Bill 1 (SB1) Sustainable Transportation Planning Grants offset by a Fiscal Year 2026-27 allocation of $363,600.

Local revenues are slightly higher by $96,228.

EXPENDITURES
Salaries and Benefits remain stable at $7,137,261.

The budget includes $34,820 for longevity pay and $315,488 or 7.5% of total salaries pool for merit-based raises. The salary-driven benefits adjust accordingly.

Services and Supplies are proposed to increase by $35,000.

Liability insurance is increasing by $25,000 due to increased premiums. Office expenses are increasing by $10,000 due to increased costs for computer software and licensing.

Professional Services and Staff Augmentation will decrease by $9,832,999 from FY 2025-2026 of $47,859,656 to $38,026,657.

There is planned consumption of several multi-year grants, which directly correlate to professional services.
x The prior year’s SB-1 Sustainable Communities grants used $474,880 and we are budgeting the new SB-1 allocation of $350,000.

P. 22

Page 28 of 68 ends

x The I-205 Managed Lanes Widening project drew down $1,798,459 x We drew down on $1,050,773 for EV Bike Share program, and $825,508 for EV Car Share program.
x The San Joaquin Regional Climate Collaborative used $507,429 while the Regional Early Action Plan (REAP 2.0) expended $5,292,852.

Position Classification and Salary Schedule
Per board policy, the salary ranges at both the minimum and maximum levels are adjusted by the CPI change of 2.67%.

FISCAL IMPACT
The AFP assumes the continuation of currently programmed grant funding and revenue sources. The AFP is required to be adopted by the Board of Directors prior to April 1 each year and disseminated to the member agencies for ratification. The AFP is the traditional line-item budget identifying estimated revenues and expenditures for the fiscal year. The AFP is complementary to the Overall Work Program.

COMMITTEE ACTIONS:

Executive Committee — Unanimously approved the staff recommendation

RECOMMENDATION
That the Board adopt Resolution 2026-22 approving the Fiscal Year 2026-27 Annual Financial Plan.

Prepared by: Grace Orosco, Deputy Director of Finance & Administration, and Lynnetta Castle, Manager of Finance P. 23

Page 29 of 68 ends

RESOLUTION

SAN JOAQUIN COUNCIL OF GOVERNMENTS
R-2026-22
RESOLUTION APPROVING THE ADOPTION OF THE 2026-2027

ANNUAL FINANCIAL PLAN

FOR THE SAN JOAQUIN COUNCIL OF GOVERNMENTS
WHEREAS, the San Joaquin Council of Governments is required by the Joint Powers Agreement to adopt a budget (Annual Financial Plan) annually, and WHEREAS, the adopted budget is to be sent to the member agencies for ratification.

NOW THEREFORE BE IT RESOLVED, that the San Joaquin Council of Governments adopts the FY 2026-2027 Annual Financial Plan and directs the Executive Director to transmit it to the member agencies for ratification.

PASSED AND ADOPTED this 26th day of March 2026 by the following vote of the San Joaquin Council of Governments, to wit:

AYES: Councilmember Craig-Hensley, Lodi; Supervisor Dhaliwal, SJ County; Mayor Fugazi, Stockton; Councilmember Harrison, Mountain House; Councilmember Ponce, Stockton; Supervisor Rickman, SJ County; Councilmember Zuber, Ripon NOES:

ABSENT: Mayor Akinjo, Lathrop; Mayor Arriola, Tracy; Supervisor Ding, SJ County; Councilmember Engle, Escalon; Councilmember Enriquez, Stockton; Mayor Singh, Manteca

Page 30 of 68 ends

Councilmember Jeremy Engle City of Escalon
Councilmember Lisa Craig City of Lodi
Mayor Paul Akinjo City of Lathrop
Mayor Andy Su City of Mountain House
Councilmember Leo Zuber City of Ripon
Councilmember Mario Enriquez City of Stockton
Councilmember Mariela Ponce City of Stockton
Mayor Dan Arriola City of Tracy
Supervisor Sonny Dhaliwal County of San Joaquin
Supervisor Steven Ding County of San Joaquin
Supervisor Robert Rickman County of San Joaquin
Grace Magsayo, Director Caltrans District 10
Derek Graves, Jr, Chair San Joaquin Regional Transit District Margaret Shea Stephens, Commissioner Port of Stockton
Mayor Christina Fugazi, City of Stockton
San Joaquin Council of Governments

ANNUAL FINANCIAL PLAN
Fiscal Year 2026/27
CHAIR
Proposed Final March 26, 2026
Grace Orosco
Deputy Director of Finance and Administration

VICE-CHAIR
Mayor Gary Singh, City of Manteca

BOARD OF DIRECTORS

EX OFFICIO DIRECTORS
SUBMITTED BY:

Diane Nguyen
Executive Director
P. 24

Page 31 of 68 ends

FY 2025-26 FY 2026-27 +/- +/-
REVENUES Amendment #3 Proposed Draft Change % Change
Federal Grants 30,541,057 28,901,219 (1,639,838) -5.37% State Grants 16,847,401 8,593,012 (8,254,389) -49.00%
Local 9,625,460 9,721,688 96,228 1.00%
Interest 40,000 40,000 - 0.00%
Other 60,000 60,000 - 0.00%
SJCOG OPERATING REVENUE 57,113,918 47,315,919 (9,797,999) -17.16%

EXPENDITURES
Salaries & Benefits 7,137,261 7,137,261 - 0.00%
Services & Supplies
Office, Computer License 367,000 377,000 10,000 2.72%
Communications 60,000 60,000 - 0.00%
Memberships 45,000 45,000 - 0.00%
Maintenance - Equipment 10,000 10,000 - 0.00%
Rents & Leases - Equipment 131,000 131,000 - 0.00%
Publications & Legal Notices 7,500 7,500 - 0.00%
Insurance 278,000 303,000 25,000 8.99%
Building Operations & Maintenance 335,000 335,000 - 0.00% SJCOG Building Debt Service Principal and Interest 200,000 200,000 - 0.00% Transportation/Travel
Transportation,Travel & Training (In & Out of State) 233,000 233,000 - 0.00% Professional Services 47,859,656 38,026,657 (9,832,999) -20.55% Capital Outlay 450,500 450,500 - 0.00%
SJCOG OPERATING EXPENDITURES 57,113,918 47,315,919 (9,797,999) -17.16% San Joaquin Council of Governments

ANNUAL FINANCIAL PLAN
Fiscal Year 2026/2027
Proposed Final March 26, 2026
P. 25

Page 32 of 68 ends

March 2026
SJCOG Board

STAFF REPORT
SUBJECT: Approval of the Fiscal Year 2026-27
Proposed Final Annual Financial Plan
RECOMMENDED ACTION: Adopt Resolution 2026-22, approving the Fiscal Year 2026-27 Proposed Final
Annual Financial Plan
The attached proposed Annual Financial Plan (AFP) provides a detailed summary of revenues and expenditures by cost category and line item. The proposal compares the Fiscal Year 2026-27 proposed budget with the most recently adopted Fiscal Year 2025- 26 AFP. In addition, it compares the proposal to the Fiscal Year 2024-25 actual expenditures. The total revenues and expenditures amount to $47,315,919. The proposed AFP represents the general fund budget for the San Joaquin Council of Governments (SJCOG). The revenues and expenditures in the AFP are the same as the Overall Work Program (OWP), however, presented in a traditional line-item format compared to the work element format of the OWP.

Below is a summary of revenues and expenditures in the AFP. For details on each of those categories please refer to the attachment.

Readers should note several differences between SJCOG and its member agencies’ budgets:
x SJCOG revenue sources are quite different from our member agencies. x SJCOG employs staff on an at-will basis, as compared to civil service for most member jurisdictions, and has its own employee handbook and policies. x SJCOG has its own Financial and Accounting Policy guiding our financial matters including procurement procedures.
x SJCOG employees are exempted from Social Security except for Medicare. x As noted below, SJCOG offers a defined contribution retirement plan to its employees. SJCOG has no CalPERS or other post-employment benefit obligations except limited sick leave conversion as noted for qualifying employees.

Upon adoption by the board, pursuant to the SJCOG Joint Powers Agreement, the AFP will be sent to the member agencies for ratification. Ratification is achieved when a majority of the member agencies, representing 55% of the county’s population, approve the AFP.

P. 20

Page 33 of 68 ends

The following assumptions are incorporated in the budget:

1. The budget includes a longevity incentive program to attract and maintain an experienced and knowledgeable workforce. The incentive is structured to recognize and reward the length of staff’s tenure. The longevity pay targets will be 10, 15 and 20 years (of continuous service), with an increase in base salary of 1%, 2% and 3% respectively.

This longevity pay does not apply to the contract position of the Executive Director.

2. The budget includes a COLA adjustment of 2.67 percent in the minimum and maximum salary ranges of all classifications for noncontract positions. The COLA percent is applied to noncontract employees’ salary.

3. SJCOG has no significant liability exposure for post-employment benefits. a. The employee retirement program is a defined contribution program managed by Mission Square Retirement, formerly the International City Managers Association Retirement Program, with contributions defined within the Board adopted Policy Handbook
b. SJCOG employee vacation accruals are capped at two times the individual’s annual leave, per the Board adopted Policy Handbook. c. Upon separation, an employee can convert accrued sick leave hours to be deposited into a Retirement Health Savings Account to pay for healthrelated expenses, with the qualification being 50 years of age or 20 years of SJCOG employment. The conversion is based upon the employee’s salary at retirement and alleviates SJCOG of any further liability.

REVENUES
Compared to the current year amended AFP, SJCOG general fund operating revenues are proposed to decrease from $57,113,918 to $47,315,919, which is a reduction of $9,797,999. This change primarily reflects the planned drawdown of several large multiyear grant programs that were in peak implementation during Fiscal Year 2025-26. As for SJCOG capital projects, including SR 99/120 and I-205 Managed Lanes, significant expenditures are occurring in Fiscal Year 2025/26, with phase 1A of the SR 99/120 project completing construction in the summer. As those projects advance toward completion, associated grant or project delivery expenditures naturally decline in Fiscal Year 2026-27.

P. 21

Page 34 of 68 ends

Federal funding for
general fund activities is
$28,901,219 which is

5.37% lower than Fiscal
Year 2025-2026. This is
primarily due to the
planned drawdown of
I-205 Managed Lanes
funds, and consumption
of FTA 5304 pass
through funds.

State funding sources are
budgeted at $8,593,012
or 49% lower primarily due to:
x $5,292,852 drawdown on REAP 2.0
x $507,429 drawdown on Regional Climate Collaborative grant. x $1,050,773 drawdown on Clean Mobility EV Bike program. x $825,508 drawdown on Clean Mobility EV Car Share program. x $344,730 drawdown on State Transportation Improvement Program (STIP) Planning Programming and Monitoring.
x Net drawdown of $86,790 Freeway Service Patrol funding. x $411,884 drawdown has occurred on three years of Senate Bill 1 (SB1) Sustainable Transportation Planning Grants offset by a Fiscal Year 2026-27 allocation of $363,600.

Local revenues are slightly higher by $96,228.

EXPENDITURES
Salaries and Benefits remain stable at $7,137,261.

The budget includes $34,820 for longevity pay and $315,488 or 7.5% of total salaries pool for merit-based raises. The salary-driven benefits adjust accordingly.

Services and Supplies are proposed to increase by $35,000.

Liability insurance is increasing by $25,000 due to increased premiums. Office expenses are increasing by $10,000 due to increased costs for computer software and licensing.

Professional Services and Staff Augmentation will decrease by $9,832,999 from FY 2025-2026 of $47,859,656 to $38,026,657.

There is planned consumption of several multi-year grants, which directly correlate to professional services.
x The prior year’s SB-1 Sustainable Communities grants used $474,880 and we are budgeting the new SB-1 allocation of $350,000.

P. 22

Page 35 of 68 ends

x The I-205 Managed Lanes Widening project drew down $1,798,459 x We drew down on $1,050,773 for EV Bike Share program, and $825,508 for EV Car Share program.
x The San Joaquin Regional Climate Collaborative used $507,429 while the Regional Early Action Plan (REAP 2.0) expended $5,292,852.

Position Classification and Salary Schedule
Per board policy, the salary ranges at both the minimum and maximum levels are adjusted by the CPI change of 2.67%.

FISCAL IMPACT
The AFP assumes the continuation of currently programmed grant funding and revenue sources. The AFP is required to be adopted by the Board of Directors prior to April 1 each year and disseminated to the member agencies for ratification. The AFP is the traditional line-item budget identifying estimated revenues and expenditures for the fiscal year. The AFP is complementary to the Overall Work Program.

COMMITTEE ACTIONS:

Executive Committee — Unanimously approved the staff recommendation

RECOMMENDATION
That the Board adopt Resolution 2026-22 approving the Fiscal Year 2026-27 Annual Financial Plan.

Prepared by: Grace Orosco, Deputy Director of Finance & Administration, and Lynnetta Castle, Manager of Finance P. 23

Page 36 of 68 ends

RESOLUTION

SAN JOAQUIN COUNCIL OF GOVERNMENTS
R-2026-22
RESOLUTION APPROVING THE ADOPTION OF THE 2026-2027

ANNUAL FINANCIAL PLAN

FOR THE SAN JOAQUIN COUNCIL OF GOVERNMENTS
WHEREAS, the San Joaquin Council of Governments is required by the Joint Powers Agreement to adopt a budget (Annual Financial Plan) annually, and WHEREAS, the adopted budget is to be sent to the member agencies for ratification.

NOW THEREFORE BE IT RESOLVED, that the San Joaquin Council of Governments adopts the FY 2026-2027 Annual Financial Plan and directs the Executive Director to transmit it to the member agencies for ratification.

PASSED AND ADOPTED this 26th day of March 2026 by the following vote of the San Joaquin Council of Governments, to wit:

AYES: Councilmember Craig-Hensley, Lodi; Supervisor Dhaliwal, SJ County; Mayor Fugazi, Stockton; Councilmember Harrison, Mountain House; Councilmember Ponce, Stockton; Supervisor Rickman, SJ County; Councilmember Zuber, Ripon NOES:

ABSENT: Mayor Akinjo, Lathrop; Mayor Arriola, Tracy; Supervisor Ding, SJ County; Councilmember Engle, Escalon; Councilmember Enriquez, Stockton; Mayor Singh, Manteca

Page 37 of 68 ends

INTENTIONALLY LEFT BLANK Page 38 of 68
ITEM NO. 5

COUNCIL AGENDA ITEM
FOR MAY 4, 2026
Prepared By: Michele Bates, Deputy City Clerk
Date: April 30, 2026
Subject: Consider Ratifying a Local Emergency Proclamation Regarding Severe Storm on Tuesday, April 21, 2026
Recommendation:

Adopt a resolution ratifying the Proclamation of Local Emergency made by the City Manager for the City of Escalon on April 30, 2026 declaring that a local emergency exists within the City of Escalon, San Joaquin County.

Background and Discussion:

On Tuesday, April 21, 2026, the community of Escalon experienced torrential rain, with an estimated total of between 3.5” – 4.0” inches of rain in 150 minutes, as measured by Escalon Public Works. This level of rain inundated the City’s existing storm drain systems, especially in the older portions of the city.

Due to this level of rain, the downtown area flooded which impacted several buildings and businesses on Main Street. These businesses experienced flooded basements, damaged flooring, equipment, merchandise, roofs and walls. Further, these operations lost business during the floods and for a couple of days after due to clean up efforts.

Fiscal Impact:

There is no fiscal impact associated with the ratification of a local emergency. This action, however, could make certain state and federal low interest loans available to property owners and businesses.

Exhibits:

1. Signed Proclamation No. 2026-01

2. Resolution XX-26

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RESOLUTION NO. XX-26

RESOLUTION OF THE MAYOR AND CITY COUNCIL OF

THE CITY OF ESCALON, CALIFORNIA, RATIFYING
PROCLAMATION NO. 2026-01 AND PROCLAIMING THE

EXISTENCE OF A LOCAL EMERGENCY
WHEREAS, Chapter 2.20 of the Escalon Municipal Code empowers the City Council to proclaim a local emergency when the City of Escalon (“City”) is affected or likely to be affected by a public calamity; and
WHEREAS, on April 30, 2026, the City Manager, in accordance with Section

2.20.060(A)(1) of the Escalon Municipal Code, issued Proclamation No. 2026-01 proclaiming the existence of a local emergency; and
WHEREAS, the City Council must ratify the proclamation of the existence of a local emergency within seven (7) days following the Proclamation; and WHEREAS, conditions of extreme peril to the safety of persons and property have arisen within the City of Escalon caused by a torrential rain event as described in the Proclamation; and WHEREAS, the City’s ability to mobilize local resources, coordinate interagency response, accelerate procurement of vital supplies, use mutual aid, and seek future reimbursement by the State and Federal governments will be critical to successfully responding to the emergency; and
WHEREAS, the conditions warrant and necessitate the proclamation of the existence of a local emergency.

BE IT RESOLVED BY THE MAYOR AND CITY COUNCIL OF THE CITY OF ESCALON AS FOLLOWS:

SECTION 1. The above recitals are true and correct and are incorporated herein by this reference.

SECTION 2. The City Council of the City of Escalon hereby ratifies Proclamation No. 2026-01 issued by the City Manager on April 30, 2026.

SECTION 3. The City Council of the City of Escalon hereby proclaims that a local emergency now exists throughout the City.

SECTION 4. During the existence of said local emergency, the powers, functions, and duties of the Director of Emergency Services and the Emergency Organization of this City shall be those prescribed by state law, ordinances, and resolutions of this City and by the City of Escalon Emergency Plan.

SECTION 5. The City Manager is hereby directed to ensure City staff track costs associated with staffing, supplies, and equipment related to this emergency.

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SECTION 6. The local emergency shall be deemed to continue to exist until its termination is proclaimed by the City Council of the City of Escalon.

SECTION 7. Severability. If any provision of this Resolution or the application thereof to any person or circumstance is held invalid, such invalidity shall not affect other provisions or applications, and to this end the provisions of this Resolution are declared to be severable.

SECTION 8. Effective Date. This Resolution shall become effective immediately.

APPROVED and ADOPTED by the City Council and signed by the Mayor and attested by the City Clerk this 4th day of May, 2026

___________________________________
Andrew Hagan, Mayor
City of Escalon
Attest:
__________________________________
Michele Bates, Deputy City Clerk
Approved as to form:
__________________________________
Best Best & Krieger LLP,
City Attorney

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CERTIFICATION

STATE OF CALIFORNIA

COUNTY OF SAN JOAQUIN

CITY OF ESCALON
I, Michele Bates, Deputy City Clerk, hereby certify that the attached is a true copy of Resolution No.XX-26, adopted at a regular meeting held on the 4th day of May, 2026 by the following vote:

Council Members: AYES NAYS ABSTAIN ABSENT
HAGAN _____ _____ _______ _______
WALKER _____ _____ _______ _______
ENGLE _____ _____ _______ _______
STROHMAN _____ _____ _______ _______
KAY _____ _____ _______ _______
WITNESS my hand and official seal of the City of Escalon this 4th day of May 2026. ______________________________
Michele Bates, Deputy City Clerk

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ITEM NO. 6

COUNCIL AGENDA ITEM
FOR MAY 4, 2026
Prepared By: Jaylen French, City Manager
Date: April 28, 2026
Subject: Introduce and Consider the City of Escalon’s 2026 Capital Improvement Plan Priorities
Recommendation:

Receive introduction of the City’s comprehensive 2026 Capital Improvement Plan (CIP) project list and consider recommendations on prioritization of said projects.

Background and Discussion:

The City of Escalon receives annually various regional, state and federal transportation dollars, enterprise funds and other funding to support the administrative and operational needs of the City, as well as to repair, maintain or replace the City’s infrastructure.

The purpose of this item is to introduce the City’s comprehensive list of CIP projects, which is compiled based on the adopted 2025-2026 Strategic Plan, past CIP project lists, project recommendations from Council, community and various City committees, approved Master Plans, and city needs. Since not every project is fundable at this time, City staff seeks direction from the Council to prioritize the list. Direction will allow staff to coordinate efforts internally and with our engineering consultant, including design, environmental, grant and other funding source identification, and to generally focus efforts on the top priorities.

This effort will further share with the community the total scope of projects, the city’s limitations in funding all necessary or desired projects, and will provide an opportunity for the community to weigh in on the transportation and infrastructure priorities of the city.

Transportation makes up a large and visible component of the city’s infrastructure. The City receives six (6) transportation related funding sources annually:

1. Fund 270 (Transit): Funding from the Federal Transit Administration (FTA) and the State Transportation Development Act (TDA), which is primarily intended for Transit related purposes.

However, in San Joaquin County, cities are able to use any funds not required for transit system operations towards streets and roads improvements. The City, after funding the eTrans system, is able to utilize approximately $330,000 annually for streets and roads.

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2. Fund 282 (Traffic Safety): The City receives approximately $20,000 each year, which is allocated to the Police Department for purposes of improving Traffic Safety programming and is used for equipment and materials for traffic safety.

3. Fund 290 (Measure K): Measure K is San Joaquin County’s half-cent sales tax for transportation projects, which was first passed by the voters in 1990 and subsequently renewed in 2006. The City receives approximately $435,000 each year in four categories: Local Streets Repair, Roadway Safety, Congestion Relief, Bicycle/Pedestrian.

4. Fund 322 (Gas Tax / SB1): The State of California charges a $0.51 per gallon gas tax for the purposes of funding the State’s transportation system. The City’s share is approximately $250,000 and is primarily for roadway maintenance.

5. Fund 207 (Transportation Impact Fees): These are funds collected from development projects intended to mitigate the transportation impacts of development projects. The City’s receives a varied amount each year based on the development projects that year.

6. Fund xxx (Surface Transportation Block Grant): This Federal Highways Administration (FHWA) program provides flexible funding that may be used by States and localities for projects to preserve and improve the conditions and performance on any public road, pedestrian and bicycle infrastructure. The City receives a nominal allocation annually distributed through the San Joaquin Council of Governments (SJCOG).

Further, the City receives enterprise funds from rate payers for the long-term maintenance and repair/replacement of the City’s infrastructure, including water and sewer. The City’s last rate increase was implemented in 2018 and increased annually for five (5) years, through 2023. The City has not increased rates since 2023. At this time, the City receives adequate Enterprise funding (water and sewer) to operate the system and to make minimal repairs as needed. The level of funding is not sufficient at this time for major repairs, or systematic rehabilitation or replacement of aging infrastructure.

The City primarily uses general funds, either collected through Development Impact Fees, or otherwise for the maintenance, repair/replacement of the remaining CIP categories, including Parks and Recreation, Storm and Facilities.

In March 2025, the Escalon City Council adopted the Escalon 2025-2026 Strategic Plan, which identified the Surface Water Conveyance Project and the Wastewater Treatment Plant Upgrade Project as the City’s top priority infrastructure projects. Further, the Plan called for the completion of six (6) construction projects in 2025. These projects were: Main Street Sidewalk Project, 2025 Pavement Restoration Project, Yosemite Avenue Street and Waterline Project, Escalon Library Roof Repair Project, Dent Elementary Area Sidewalk Project, La Mesa Sewer Lift Station.

Attached to this staff report is a comprehensive list of CIP projects. Upon receiving Council direction, the CIP list will finalized and incorporated into the Fiscal Year 2026-2027 Budget. The budget is expected to be considered by the City Council on June 1, 2026.

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Fiscal Impact:

The prioritization of projects will determine the fiscal impact. This will be fully analyzed in the budget document.

Exhibits:

1. City of Escalon Potential 2026 CIP Projects.

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Traffic Signal - SR 120/Brennan Caltrans $3,000,000
Pedestrian Safety Improvements at School Sites
Raised Intersection - Yosemite/Dent County Funded $650,000 First Street Safety Improvement Project City TBD
Sidewalk Infill Project - Dent ES City $1,200,000
Sidewalk Infill Project - Escalon HS City $1,200,000
2026 Pavement Restoration Project City $500,000
2027 Pavement Restoration Project City $500,000
2028 Pavement Restoration Project City $500,000
HAWK System - Escalon Avenue City $400,000
HAWK System - 120/Viking City $400,000
HAWK System - 120/Elizabeth City $400,000
Traffic Signal - McHenry/Ullrey City $800,000
Traffic Signal - Escalon-Bellota/Miller City $800,000
Intersection Control - 120/Campbell City $1,500,000
Entry Monumention Signage City TBD
Zinfandel Road Reconstruction City $315,000
Irwin Road Reconstruction City $465,000
Roosevelt/Weiss/Blixt Road Reconstruction City $2,500,000 McHenry Avenue Complete Street Project City TBD
Roundabout - 120/First City $1,500,000
Railroad ROW Beautification City TBD
$12,980,000
Hogan Park Expansion - Phase I Escalon Strong N/A
Skate Park - Phase I EPF $125,000
Skate Park - Phase II City TBD
Swing Set and Basketball Court Westwood LLD $250,000
Hogan Park Expansion - Phase II City $15,000,000
Hogan Park Parking Extension City TBD
Restroom - Sanchez Park City $350,000
Restroom - Bob and Dena Lease Park City $350,000
Drinking Fountain - All parks City $10,000
Play Structure Replacement - Danny Fox Memorial Park City $200,000 Play Structure Replacement - Reed Manor Park City $200,000 Play Structure Replacement - Bob and Dena Lease Park City $200,000 Pour in Place Floor for Play Structures - All parks City $250,000 Dog Park City $30,000
Splash Pad City $450,000
Community Pool City TBD
$17,290,000

TRANSPORTATION

PARKS AND RECREATION

TRANSPORTATION TOTAL

PARKS AND RECREATION TOTAL

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Surface Water Conveyance Project City $14,500,000
Water Line Extension to Liberty Business Park Private / City $1,000,000 Zinfadel Water Line Replacement City $160,000
Irwin Water Line Replacement City $245,000
Brayton Water Line Replacement City TBD
Mission Water Line Replacement City $140,000
2026 Valve Replacement Project City $100,000
2027 Valve Replacement Project City $100,000
2028 Valve Replacement Project City $100,000
Well Generator Upgrade Project City $500,000
$16,845,000
WWTP Upgrade Project - Phase I Industry $5,000,000
WWTP SCADA Upgrade City $750,000
Sewer Line Extension to Liberty Business Park Private / City $1,000,000 La Mesa Lift Station City $400,000
Vine Street Lift Station City $300,000
2026 Sludge Removal City $300,000
2027 Sludge Removal City $300,000
2028 Sludge Removal City $300,000
Sewer Line Replacement - California City $1,000,000
Sewer Line Replacement - McHenry Avenue, Phase III City $4,000,000 $13,350,000
Mitchell Storm Pump Station Upgrade City $300,000
McHenry Storm Pump Upgrade City $500,000
Brentwood Storm Pump Upgrade City $300,000
Basin Expansion / New Basin City $1,000,000
Back up Generators at Lift Stations City $1,200,000
Storm/WWTP Disconnect City TBD
SSJID Discharge Meter Replacement City TBD
$3,300,000
New Corp Yard Land City $200,000
New Corp Yard Construction City $2,000,000
Development Standards Update City $350,000
Park and Ride Lot Improvements City $75,000
Website Update City $20,000
$2,645,000
$66,410,000
WATER
SEWER
STORM

WATER TOTAL

FACILITIES

SEWER TOTAL

STORM TOTAL

FACILITIES TOTAL
TOTAL

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ITEM NO. 7

COUNCIL AGENDA ITEM
FOR MAY 04, 2026
Prepared By: Trevin W. Barber, Development & Community Services Manager Date: April 29, 2026
Subject: Approve Resolution xx-26, Initiating Proceedings for the Levy of an Increased Assessment and Authorization of New Improvements within the Westwood Country Landscape and Lighting Maintenance District No. 02-1, and Designating SCI Consulting Group as Engineer of Work Pursuant to the Landscaping and Lighting Act of 1972 and Article XIIID of the California Constitution Recommendation:

Adopt Resolution No. xx-26, Initiating Proceedings for the Levy of an Increased Assessment and the Authorization of New Improvements within the Westwood Country Landscape and Lighting Maintenance District No. 02-1, designating SCI Consulting Group as the Engineer of Work, and ordering the preparation of an Engineer’s Report in accordance with the Landscaping and Lighting Act of 1972 and Article XIIID of the California Constitution.

Strategic Plan Priority:

This item is consistent with the Escalon Strategic Plan Priority #2, Fiscal Stability, in that the Landscape and Lighting Districts ensure an ongoing revenue source for maintenance, repair, and replacement of infrastructure and equipment in various communities throughout the City.

Background:

The Westwood Country Landscape and Lighting Maintenance District No. 02-1 (“District”) was originally formed by the City Council in 2003 pursuant to the Landscaping and Lighting Act of 1972 (California Streets and Highways Code Sections 22500 et seq.) (the “Act”). The initial method of apportionment was established by Resolution No. 26-03, adopted June 2, 2003, and the first annual assessment was levied for Fiscal Year 2003-04 at an initial maximum assessment of $183.90 per Equivalent Dwelling Unit (“EDU”). The Maximum Assessment Rate has been adjusted each subsequent fiscal year by a 3% annual escalator (the “Assessment Range Formula”) approved by property owners at formation.

In 2012, the City conducted a Proposition 218 ballot proceeding to revise the District’s method of apportionment by (i) adding new improvements consisting of playground equipment, benches, trash cans, and other amenities at Swanson Park, and (ii) reducing the commercial parcel EDU factor from

1.70 to 1.50 per acre to reflect the absence of special benefit from playground improvements to

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commercial parcels. The property owners approved the revised methodology and additional improvements by a margin of 66.67% to 33.33% at the public hearing held on January 17, 2012. The capital cost of the playground equipment installed in 2012 was funded from the District’s existing Reserve Fund and did not require an increase in the assessment levy at that time.

On December 1, 2025, the City Council, by Minute Order 90-25, directed staff to initiate a Proposition 218 balloting process to add additional amenities at Swanson Park and to increase the District’s assessment level, in response to property owner requests within the District. Since that direction, City staff and the City Engineer (MCR Engineering, Inc.) have worked with the City’s assessment engineering consultant (SCI Consulting Group) and a landscape architect to refine the proposed scope of improvements and to develop a preliminary engineer’s estimate of construction costs and useful-lifebased replacement obligations.

The District is currently comprised of 181 single-family residential parcels and 4 commercial parcels, for a total of 186.3025 assessable EDUs. The improvements currently maintained by the District include landscaping and amenities within Swanson Park, a masonry wall along the east side of the park, the playground equipment and amenities approved in 2012, street trees, 38 streetlights, a wood fence along Countrywood Lane, and chain link fencing around the pump station.

Discussion:

The proposed new improvements at Swanson Park, as developed by MCR Engineering, Inc. in coordination with City staff and the property owner outreach process, consist of:
• A multiuse sports court (approximately 5,640 square feet) with painted striping and two basketball hoops with footings;
• A swing set with engineered wood fiber (bark) safety surfacing; • Concrete walkways and flatwork connecting the new amenities to the existing playground; and
• Associated site work, including clearing and grubbing, finish grading, and irrigation modifications.

The proposed improvements will generate ongoing maintenance and capital replacement obligations in addition to those currently funded by the District. Per the useful life schedule prepared by MCR Engineering, Inc., the principal capital replacement components include:
• Replacement of the swing set on a 15-year cycle;
• Refresh of rubber mulch surfacing on a 3-year cycle;
• Restriping of the sports court on a 3-year cycle; and • Replacement of the basketball hoops on a 10-year cycle.

Because the proposed improvements introduce new maintenance, servicing, and capital replacement obligations to the District that were not contemplated in the existing method of apportionment, and because the annual assessment necessary to fund these obligations together with construction of the improvements is anticipated to exceed the District’s Adjusted Maximum Assessment Rate, the proposed assessment qualifies as an “increased assessment” under Article XIIID, Section 4 of the California

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Constitution and Government Code Section 53750(h). Consistent with the legal framework applied in the District’s 2012 proceeding, the addition of new improvements constitutes a revision of the method of apportionment, which itself triggers Proposition 218’s noticing, balloting, and public hearing requirements.

Approval of the attached Resolution will (i) initiate proceedings under the Act and Article XIIID, (ii) designate SCI Consulting Group as Engineer of Work, and (iii) direct preparation of an Engineer’s Report. The Engineer’s Report will identify the proposed improvements; define the boundaries of the area benefited; describe and quantify special benefits, separating any general benefits as required by Article XIIID, Section 4(a); set forth the proposed method of apportionment, including any revisions necessary to address the special benefits conferred by the new improvements; establish the proposed District budget, the proposed Maximum Assessment Rate, and the annual Assessment Range Formula; and present the assessment roll and assessment diagram for City Council and property owner consideration.

Initiation of proceedings does not approve or commit to any assessment amount, rate, methodology, improvement scope, or financing structure. The proposed budget and assessment rates will be developed by the Engineer of Work and presented in the Engineer’s Report. The new improvements and any increased assessment will be subject to City Council acceptance of the Engineer’s Report, mailed notice and ballots to property owners, a duly noticed public hearing, and a property owner ballot tabulation in which ballots are weighted by financial obligation. The new improvements and increased assessment will only be authorized if a majority protest is not received at the public hearing.

About the Proposition 218 Ballot Process:

Proposition 218, adopted by California voters in November 1996 and codified as Articles XIIIC and XIIID of the California Constitution, requires that any new or increased property related assessment be approved by the affected property owners through a mailed ballot proceeding. The key procedural elements applicable to this proceeding are:
• Engineer’s Report. An assessment engineer prepares a report that describes the proposed improvements, identifies the parcels that will be assessed, separates and quantifies special benefits from any general benefits, sets forth the proposed method of apportionment, and calculates the proposed assessment for each parcel.
• Mailed notice and ballot. Following City Council preliminary acceptance of the Engineer’s Report, the City mails a notice and assessment ballot to the record owner of each parcel proposed to be assessed. The notice provides at least 45 days’ advance notice of the public hearing and includes the proposed assessment amount, the reason for the assessment, the basis upon which the assessment was calculated, the date and location of the public hearing, and a summary of the procedures applicable to the completion, return, and tabulation of ballots.
• Ballot weighting. Unlike a typical election, ballots in a Proposition 218 proceeding are not counted on a one-property-one-vote basis. Instead, each ballot is weighted in proportion to the financial obligation of the affected parcel. That is, by the proposed assessment amount

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for that parcel. A parcel proposed to be assessed at a higher amount carries proportionally more weight than a parcel proposed to be assessed at a lower amount. • Public hearing and tabulation. At the public hearing, ballots may be submitted, changed, or withdrawn until the close of the public hearing. Following the close of the hearing, ballots are tabulated by the City Clerk or designee. A “majority protest” exists if the weighted value of ballots submitted in opposition to the proposed assessment exceeds the weighted value of ballots submitted in favor.
• Outcome. If a majority protest exists, the assessment cannot be imposed. If a majority protest does not exist, the City Council may, by resolution, confirm and order the levy of the assessment.

Anticipated Schedule:

Subject to City Council direction, staff and SCI Consulting Group anticipate the following approximate schedule:
• May 18, 2026 — City Council preliminarily accepts Engineer’s Report and authorizes mailing of notices and ballots;
• July 20 — Public hearing, close of balloting, and ballot tabulation.

This schedule remains subject to coordination with the City Attorney, completion of the Engineer’s Report, compliance with mailing and noticing requirements under Government Code Sections 53753 and 53759.1, and Council availability.

Fiscal Impact:

There is no direct fiscal impact to the City of Escalon General Fund from initiating these proceedings.

The costs associated with preparation of the Engineer’s Report and conduct of the Proposition 218 ballot proceeding are payable under the City’s previously executed agreement with SCI Consulting Group and are budgeted within the District. If the proposed assessment is approved by the property owners at the conclusion of the ballot proceeding, the cost of the Swanson Park amenities upgrade and associated long-term maintenance and capital replacement obligations would be borne by the property owners within the District through the increased annual assessment.

Attachments:

1. Resolution No. xx-26 — Initiating Proceedings for the Levy of an Increased Assessment and Authorization of New Improvements within the Westwood Country Landscape and Lighting Maintenance District No. 02-1

2. Swanson Park Amenities Upgrade Exhibit (MCR Engineering, Inc., April 7, 2026)

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RESOLUTION NO. XX-26

A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF ESCALON

INITIATING PROCEEDINGS TO CONSIDER THE LEVY OF AN INCREASED ASSESSMENT

AND THE AUTHORIZATION OF NEW IMPROVEMENTS WITHIN THE WESTWOOD

COUNTRY LANDSCAPE AND LIGHTING
MAINTENANCE DISTRICT NO. 02-1, AND DESIGNATING SCI

CONSULTING GROUP AS ENGINEER OF WORK
WHEREAS, the Westwood Country Landscape and Lighting Maintenance District No. 02-1 (the “District”) was formed by the City Council of the City of Escalon in 2003, pursuant to the Landscaping and Lighting Act of 1972, Division 15, Part 2, Chapter 2, Sections 22500 et seq. of the California Streets and Highways Code (the “Act”), for the installation, maintenance, and servicing of landscaping, lighting, and other improvements specially benefiting the parcels within the District; and WHEREAS, in 2012, the City conducted a property owner mailed ballot proceeding pursuant to Article XIIID of the California Constitution, in which the property owners within the District approved the addition of new improvements consisting of playground equipment, benches, trash cans, and other amenities at Swanson Park; and
WHEREAS, on December 1, 2025, by Minute Order 90-25, the City Council directed staff to initiate a Proposition 218 balloting process to add additional amenities at Swanson Park and to increase the District’s assessment level, in response to property owner requests within the District; and WHEREAS, the City desires to authorize additional new improvements within the District, generally consisting of a multiuse sports court with two basketball hoops, a swing set with bark safety surfacing, concrete walkways and flatwork, and associated site improvements at Swanson Park (the “Proposed Improvements”), together with the ongoing maintenance, servicing, and capital replacement of the Proposed Improvements; and
WHEREAS, the proposed addition of new improvements within the District revises the method of apportionment, and the annual assessment necessary to fund the Proposed Improvements together with their ongoing maintenance, servicing, and capital replacement obligations is anticipated to exceed the Adjusted Maximum Assessment Rate previously approved by property owners under the Assessment Range Formula, and therefore each constitutes an “increased assessment” within the meaning of Article XIIID, Section 4 of the California Constitution and Government Code Section 53750(h); and WHEREAS, the levy of an increased assessment requires preparation of an Engineer’s Report, mailed notice and ballots to the record owners of the parcels proposed to be assessed, a duly noticed public hearing, and tabulation of property owner protest ballots weighted in proportion to the financial obligation of the affected parcels, all in accordance with Article XIIID of the California Constitution and applicable Government Code provisions; and
WHEREAS, the District’s existing Maximum Assessment Rate is subject to an Assessment Range Formula previously approved by the property owners, providing for an annual inflationary adjustment, and the City Council desires that the Engineer’s Report propose an annual inflationary adjustment formula applicable to the increased Maximum Assessment Rate, so that future assessment levies within the approved formula will not constitute increased assessments under Article XIIID; and WHEREAS, the City Council determines that the parcels within the District will be specially benefited by the installation, maintenance, and servicing of the Proposed Improvements; and

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WHEREAS, the Act provides that the levy of an increased assessment and the addition of new improvements within an existing assessment district shall be initiated by resolution of the legislative body.

NOW, THEREFORE, THE CITY COUNCIL OF THE CITY OF ESCALON DOES RESOLVE, DECLARE, DETERMINE AND ORDER THE FOLLOWING:

SECTION 1. SCI Consulting Group is hereby designated as Engineer of Work for purposes of these proceedings and is hereby ordered to prepare an Engineer's Report in accordance with Article 4 of Chapter 1 of the Act and Article XIIID of the California Constitution. The Engineer’s Report shall include a description of the improvements, the boundaries of the proposed assessment district, the estimated costs, the proposed method of assessment, and the assessment diagram. Upon completion, the Engineer shall file the Engineer's Report with the City Clerk for submission to the City Council.

SECTION 2. The assessment district affected by these proceedings is the Westwood Country Landscape and Lighting Maintenance District No. 02-1, City of Escalon, County of San Joaquin, State of California, and shall include certain real property in the State of California, County of San Joaquin, City of Escalon.

SECTION 3. The proposed improvements to be authorized by these proceedings are generally described as follows:

The installation, maintenance, servicing, and capital replacement of a multiuse sports court with painted striping and basketball hoops; a swing set with engineered wood fiber (bark) safety surfacing; concrete walkways and flatwork; and associated site improvements, including clearing, grading, and irrigation modifications, all located within Swanson Park inside the District, together with all appurtenant and incidental expenses, as generally illustrated in the Swanson Park Amenities Upgrade Exhibit prepared by MCR Engineering, Inc., dated April 7, 2026, attached as Exhibit A and incorporated herein by reference.

The Proposed Improvements are in addition to, and not in replacement of, the existing improvements currently maintained by the District. The official boundaries, final scope, costs, and method of apportionment will be determined and described in the Engineer’s Report.

SECTION 4. Initiation Only. The adoption of this Resolution constitutes the initiation of proceedings only. The City Council does not, by adopting this Resolution, approve, levy, or commit to any particular assessment amount, rate, methodology, improvement scope, or financing structure. No new or increased assessment shall be imposed and no new improvement shall be authorized unless and until the property owners within the District approve the proposed assessment in accordance with Article XIIID, Section 4 of the California Constitution and applicable provisions of the Government Code, and the City Council adopts a subsequent resolution confirming the assessment following the duly noticed public hearing and ballot tabulation.

SECTION 5. The City Clerk shall certify to the passage of this Resolution and enter it into the book of original resolutions.

PASSED, APPROVED, AND ADOPTED by the City Council of the City of Escalon at a regular meeting held on the 4th day of May, 2026, by the following vote:

AYES:

NOES:

ABSENT:

ABSTAIN:

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APPROVED:
________________________________________
ANDREW HAGAN, Mayor
ATTEST:
________________________________________
MICHELE BATES, Deputy City Clerk
APPROVED AS TO FORM:
________________________________________
City Attorney, City of Escalon

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EXHIBIT A
Swanson Park Amenities Upgrade Exhibit
MCR Engineering, Inc., dated April 7, 2026
[Attach Swanson Park Amenities Upgrade Exhibit here.]

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SWANSON PARK

SWANSON PARK

AMENITIES UPGRADE

ESCALON, CALIFORNIA
7 April 2026

ENGINEERING
w w w . m c r e n g . c o m
MCR ENGINEERING, INC.
1242 DUPONT COURT
MANTECA , CA 95336
TEL : ( 209 ) 239 - 6229
FAX : ( 209 ) 239 - 8839

SOPHIE LANE SWANSON DRIVE

CRESTWOOD DRIVE

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ITEM NO. 8

COUNCIL AGENDA ITEM
FOR MAY 4, 2026
Prepared By: Frank Splendorio, City Attorney
Date: April 20, 2026
Subject: Consider Approval of a Resolution Adopting a Policy on Disruption of Telephonic or Internet Service During Meetings in Accordance with SB 707 (CEQA Exempt)
Recommendation:

Adopt Resolution No. xx-26 approving a Policy on Disruption of Telephonic or Internet Service during public meetings in accordance with SB 707.

Discussion:

SB 707
The Ralph M. Brown Act (Government Code section 54950 et seq.) imposes open meeting requirements on local legislative bodies. In 2025, the Legislature adopted Senate Bill 707 (SB 707), which reorganizes, clarifies, and updates various Brown Act provisions, including those governing teleconferencing, remote public participation, and meeting procedures.

SB 707 applies to all legislative bodies, but certain special provisions apply only to “eligible legislative bodies,” as defined. The Escalon City Council (but not other boards, commissions, or committees of the City) qualifies as an “eligible legislative body” because the City is located in San Joaquin County, which has a population of more than 600,000 people.

Among other things, starting July 1, 2026, SB 707 requires Brown Act meetings for “eligible legislative bodies” (in this case, the City Council only) to follow specific requirements for providing remote access to public participants in Council meetings via two-way audiovisual platforms or two-way telephonic services; captioning when using audiovisual platforms; and expanded accessibility and translation for notices and websites. The City is in the process of implementing these requirements.

Requirement to Adopt a Policy for Service Disruptions for Remote Meeting Participants A key aspect of SB 707 is that eligible legislative bodies are required, on or before July 1, 2026, to adopt a policy governing disruption of telephonic and internet service for remote participants. Such a policy must be adopted by a separate majority vote (i.e. not on the consent calendar) of the eligible legislative body in an open session.

SB 707 sets specific requirements that must be contained within that policy. It must contain procedures for recessing and reconvening a meeting in the event of disruption. It must also specify the efforts that the eligible legislative body shall make to attempt to restore the service for persons participating remotely in the meeting.

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These requirements include recessing the open session and making a good faith attempt to restore the service if a disruption of telephonic or internet services occurs that prevents the public from attending or observing the meeting. The policy must also prohibit the legislative body from reconvening the open session of the meeting until at least one hour following the disruption, or until telephonic or internet service is restored, whichever is earlier.

Additionally, if telephonic or internet service cannot be restored, the eligible legislative body may reconvene the open session provided it adopts a finding by rollcall vote that good faith efforts to restore the telephonic or internet service have been made in accordance with its SB 707 policy and the public interest in continuing the meeting outweighs the public interest in remote public access.

These requirements do not apply to certain specified types of meeting. The attached policy lists those exemptions and incorporates all of the required provisions noted here.

Disruptions Caused by Participants
While not required under SB 707, the attached Policy on Disruption of Telephonic or Internet Services also includes a section with guidance to the City Council and Staff in the event of an intentional disruption to a meeting caused by a remote public participant or group of participants.

While the City can respond when remote participants disrupt a public meeting, the First Amendment and Brown Act rights of public participants must also be respected, even if that speech is offensive.

Therefore, it is beneficial for local legislative bodies to have written guidance about how and when to respond. Written guidance can empower the Presiding Officer, Councilmembers and Staff to address such disruptions in an effective and lawful manner.

The attached policy provides that in the event of an actual disruption, after a first verbal warning from the Presiding Officer or the City Clerk, a disruptive remote public participant may have their microphone muted, have their video switched off, or be removed entirely from the meeting either as a last resort or because stopping the video or muting the participant is not available on the service being used. The policy also defines an actual disruption in accordance with relevant laws, so that the Presiding Officer and Staff can distinguish between protected First Amendment speech and a disruption.

Fiscal Impact:

There is no direct fiscal impact associated with adopting this policy.

Exhibits:

1. Resolution No. XX-26

2. Policy on Disruption of Telephonic or Internet Service During Meetings in accordance with SB 707

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Res No. XX-26
RESOLUTION NO. XX-26

A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF ESCALON

ADOPTING POLICY ON DISRUPTION OF TELEPHONIC OR INTERNET SERVICE DURING MEETINGS (SB 707)
WHEREAS, on October 3, 2025, Governor Newsom signed Senate Bill 707 (SB 707) which amends the Brown Act to increase public engagement during local government meetings of legislative bodies; and
WHEREAS, SB 707 requires that the City offer hybrid meetings through a two-way phone and video platform; and
WHEREAS, SB 707 requires that the legislative body adopt a policy by July 1, 2026, that outlines the City’s procedure for attempting to restore service to the remote participation option of the meeting, should there be a disruption of telephonic or internet services.

NOW, THEREFORE, BE IT RESOLVED by the City Council of the City of Escalon that:

SECTION 1. This action does not meet CEQA’s definition of a “project”, because the action does not have the potential for resulting in either a direct physical change in the environment or a reasonably foreseeable indirect physical change in the environment.

SECTION 2. That the Council hereby adopts the Policy on Disruption of Telephonic or Internet Services During Meetings, a copy of which is attached hereto and incorporated herein by this reference, is hereby approved.

PASSED, ADOPTED AND APPROVED by the City Council of the City of Escalon at a regular meeting held this 4th day of May, 2026 by the following vote:

AYES:

NOES:

ABSENT:

ABSTAIN:
________________________
ANDREW HAGAN, Mayor
ATTEST:
_________________________________
MICHELE BATES, Deputy City Clerk

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CITY OF ESCALON

POLICY ON DISRUPTION OF TELEPHONIC OR INTERNET SERVICE DURING

MEETINGS

1. Background
Senate Bill 707 (2025) amended the Brown Act to require eligible legislative bodies to adopt, on or before July 1, 2026, a policy addressing how the agency will respond to disruptions in telephonic or internet service that prevent members of the public from participating remotely.

2. Purpose
This policy establishes procedures for responding to a disruption in either the two-way telephonic or two-way audiovisual platform (or both) that provide remote public access to meetings of the City Council of the City of Escalon, as required by the Brown Act (Government Code section 54953.4). The policy ensures transparency, public participation, and the continuation of meetings during technological disruptions.

3. Definitions
“Service Disruption” means any failure, outage, or other interruption to the City’s remote access services that prevents members of the public from participating in a City Council meeting through the remote access service.
“Remote access services” means the two-way telephonic service and/or two-way audiovisual platform used to provide real-time remote public attendance and observation of meetings. “Two-way audiovisual platform” means an online platform that provides participants with the ability to participate in a meeting via both an interactive video conference and a two-way telephonic service.
“Two-way telephonic service” means a telephone service that does not require internet access and allows participants to dial a telephone number to listen and verbally participate.

4. Applicability
This policy applies to all open and public meetings of the City Council at which remote public participation is required under the Brown Act. Consistent with the Brown Act, this policy shall not apply to the following meetings:
a. Meetings held to attend a judicial or administrative proceeding to which the City of Escalon is a party.
b. Meetings held to inspect real or personal property provided that the topic of the meeting is limited to items directly related to the real or personal property.

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c. Meetings held to meet with elected or appointed officials of the United States or the State of California, solely to discuss a legislative or regulatory issue affecting the City of Escalon and over which the federal or state officials have jurisdiction. d. Meetings held to meet in or nearby a facility owned by the City of Escalon, provided that the topic of the meeting is limited to items directly related to the facility. e. Meetings held in an emergency situation pursuant to Government Code section 54956.5.

5. Remote Public Access Generally
When remote public access is required under the Brown Act, the City Council shall provide members of the public with an opportunity to attend and participate in the meeting using a twoway audiovisual platform or a two-way telephonic service, provided that adequate telephonic or internet service is operational at the meeting location.

If adequate telephonic or audiovisual service is not operational at the meeting location, the City Council shall not be required to provide remote access. If adequate telephonic or audiovisual service is operational for only a portion of the meeting, the City Council shall provide remote access during that portion of the meeting.

If a two-way audiovisual platform is used, the City Council shall:
a. Publicly post and provide a call-in option as well; and b. Activate any automatic captioning function that is available in the audiovisual platform.

If a two-way audiovisual platform is not provided, the City Council shall provide a two-way telephonic service.

Members of the public participating remotely shall be provided the same opportunity to provide public comment as members of the public attending in person, including the same time allotment.

6. Response to Service Disruption
If the Presiding Officer or City Clerk becomes aware of a service disruption:
a. The Presiding Officer, or City Clerk shall immediately announce the service disruption to the public.
b. The Presiding Officer shall call for a recess of the open session and may convene the legislative body in an authorized closed session, consistent with the Brown Act (including closed session notice and public comment requirements if not already satisfied). The recess shall last for one hour or until service is restored, whichever is earlier. c. During the recess, City staff shall make a good faith effort to diagnose and restore the disrupted service.

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7. Reconvening the Open Session
After the expiration of the hour, if service has not been restored, the Presiding Officer or City Clerk shall report on the status of staff’s efforts to restore remote access services, and the City Council may reconvene to:
a. Adjourn the meeting;
b. Extend the recess to allow staff more time to make a good faith effort to restore remote access services; or
c. Continue the open session portion of the meeting by adopting, by roll call vote, the following or a substantially similar finding:
“The City has made good faith efforts to restore telephonic or internet service in accordance with its adopted policy, and the public interest in continuing the meeting outweighs the public interest in remote public access.”
Upon adoption of the finding, the City Council may continue the open session portion of the meeting despite the fact that remote access services have not been restored.

8. Recordkeeping
The City Clerk or their designee shall enter a brief statement into the meeting minutes, including:
 The nature and time of the service disruption;
 The time the meeting was reconvened (if applicable);
 Any finding adopted pursuant to Section 7.

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9. Response to Members of the Public Disrupting a Meeting If the Presiding Officer or City Clerk becomes aware of a member of the public who is attending the meeting through remote access services and is disrupting the meeting or otherwise preventing other members of the public from attending or observing the meeting remotely or in-person:
a. The Presiding Officer or City Clerk shall warn the person who is participating through remote access services that he or she is disrupting the meeting and his or her failure to cease that behavior may result in his or her removal.
b. If the person to whom the Presiding Officer or City Clerk gave the above warning persists in disrupting the meeting, the Presiding Officer shall order staff to:
i. mute or otherwise limit the individual’s ability to disrupt the meeting (including by muting the individual and/or switching off the ability for remote participants to be visible on the platform, as necessary), while allowing the individual to continue to observe and attend the meeting; or
ii. remove the individual from the meeting if paragraph (a) does not address the disrupting behavior or is not available using the remote access service. In that circumstance, the meeting may continue following the removal of the disruptive individual.
iii. If the disruptive individual cannot be muted, have video suspended, or be removed from the meeting, as necessary to stop the disruption, the Presiding Officer may adjourn or recess the meeting. The purpose of any recess called due to a disruptive individual is to allow IT staff time to remove the disruptive individual or reestablish the meeting on the same platform without the disruptive individual. Under the Brown Act, no City business may be transacted during such recess. If the meeting is adjourned, such adjournment shall comply with the Brown Act procedures.
c. “Disrupting” means behavior that disrupts, disturbs, impedes, or renders infeasible the orderly conduct of the meeting and includes, but is not limited to, one of the following:
i. A failure to comply with reasonable and lawful regulations pursuant to Government Code section 54954.3 or any other law or any applicable City policy. ii. Engaging in behavior that constitutes use of force or a true threat of force (which means a threat that has sufficient indicia of intent and seriousness, that a reasonable observer would perceive it to be an actual threat to use force by the person making the threat.)

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Review and Updates
This policy may be amended by the City Council at a noticed public meeting in open session and may not be placed on the consent calendar.

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