Monte Sereno City Council
August 5, 2025

AGENDA
City of Monte Sereno
Tuesday, August 5, 2025
City Council
7:00 PM
Monte Sereno City Council Chambers - 18041 Saratoga -
Los Gatos Road, Monte Sereno, Ca 95030

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Page

CALL TO ORDER

PLEDGE OF ALLEGIANCE

ROLL CALL

ORDERS OF THE DAY
The Mayor, or a majority of the Council by vote, may change the order of business, except for public hearings on the agenda for a set time.

ANNOUNCEMENTS

PRESENTATIONS

NEW BUSINESS

1. Consider and Accept the Fiscal Year 2023-2024 Financial Audit Report Staff recommends that the City Council consider and accept the Fiscal Year 2023-2024 Financial Audit Report.

Staff Report - SR-25-152 - Pdf
6 - 89

ORAL COMMUNICATIONS
Persons wishing to address the Council on any matter of City business not listed on the agenda may do so at this time. Each speaker will normally be allotted three minutes, subject to the Mayor or a majority of the Council’s ability to limit the amount of time allocated to speakers based on the number of speakers and the need for expedient administration of City business in light of the number and length of items on the agenda.

WRITTEN COMMUNICATIONS
Copies of communications have been provided to Council for review prior to this meeting. Council Members desiring to read or discuss any written communication may do so at this time. No action may be taken except to place a particular item on a future agenda for Council consideration.

CONSENT CALENDAR
It is recommended that all items listed below be acted on simultaneously unless separate discussion and/or action is required by a Councilmember. One public comment period will be provided, although speakers speaking on more than one item may be allocated additional time by the Mayor or a majority of the Council.

2. Approve the Minutes of the June 17, 2025 Regular City Council Meeting, the Minutes of June 24, 2025 Joint Special Meeting of the City Council and Site & Architectural Commission, and the Minutes of June 27, 2025 and July 24, 2025 Special and Regular City Council Meeting Staff recommends approval of the minutes of the June 17, 2025 Regular City Council Meeting, the minutes of June 24, 2025 Joint Special Meeting of the City Council and Site & Architectural Commission, and the minutes of June 27, 2025 and July 24, 2025 Special and Regular City Council Meeting.

Staff Report -SR-22-148 - Pdf
90 - 103

3. Approve Warrant List Dated July 30, 2025 in the Amount $468,115.00 104 - 107

Staff recommends the City Council approve the Warrant List.

Staff Report - SR-25-150 - Pdf

4. Consider Approval of Updated Job Descriptions
Staff recommends that the City Council approve the updated job descriptions.

Staff Report - SR-25-149 - Pdf
108 - 151

5. Adoption of Ordinance NS-246, and Ordinance of the City Council of the City of Monte Sereno Amending the Municipal Code Section

12.03.020.A and 12.03.020 to Decrease the Number of Youth Commissioners and Amend the Appointment Process
Staff recommends that the City Council adopt Ordinance No. NS-246.

Staff Report - SR-25-138 - Pdf
152 - 154

PUBLIC HEARINGS

6. Consider Objections to the 2025 Weed Abatement Program Assessment Report and Adopt a Resolution Confirming the Report and Authorizing Collection of the Assessment Charges
Consider objections to the 2025 Weed Abatement Program Assessment Report and adopt a resolution confirming the report and authorizing collection of the assessment charges.

Staff Report - SR-25-139 - Pdf
155 - 169

UNFINISHED BUSINESS

7. Consider Three (3) Applications and Appoint One (1) Additional Member to the 2025-2026 Monte Sereno Youth Commission
Staff recommends that the City Council consider three (3) applications and appoint one (1) additional member for the 2025-2026 Monte Sereno Youth Commission.

Staff Report - SR-25-140 - Pdf
170 - 177

NEW BUSINESS

8. Discuss and Consider Nominees for Monte Sereno Citizen of the Year Nominees and Make an Appointment
Staff recommends that the City Council consider the nominees for Citizen of the Year and make an appointment.

Staff Report - SR-25-137 - Pdf
Received Public Comment
178 - 186

9. Appointment to Fill One Vacancy on the Monte Sereno Site and Architectural Commission for an Unexpired Term Ending December 31, 2026
187 - 192

Staff recommends the City Council consider appointing Robert Lapcevic to the Site and Architectural Commission to fill one vacancy for an unexpired term ending December 31, 2026.

Staff Report - SR-25-151 - Pdf

10. Designation of Voting Delegates and Alternates for the League of California Cities Annual Conference and Expo, October 8 -10, 2025, Long Beach Convention Center
Staff recommends the City Council appoint a voting delegate and up to two voting alternates to attend the League of California Cities 2025 Annual Conference.

Staff Report - SR-25-109 - Pdf
193 - 198

11. Consider the Opportunity for up to two Monte Sereno Residents to Participate in the 2025-2026 Leadership Los Gatos Program Staff recommends that the City Council consider paying the Town of Los Gatos’ cost for two Monte Sereno residents to participate in the 2025- 2026 Leadership Los Gatos Program.

Staff Report - SR-25-146 - Pdf
Councilmember Mekechuk Public Comment Received 08.05.25 199 - 208

12. Consider and Approve City Council Committee/Commission Reassignments for Calendar Year 2025
Staff recommends that the City Council consider and approve Committee/Commissions reassignments due to the resignation of Council Member Wolsheimer and the appointment of Council Member Allan.

Staff Report - SR-25-147 - Pdf
209 - 212

13. Discuss Potential Police Service Parcel Tax Ballot Measure Staff recommends that the City Council discuss a potential police services parcel tax ballot measure and provide direction to staff.

Staff Report - SR-25-148 - Pdf
213 - 214

COMMITTEE/COMMISSION REPORTS
This time is set aside to allow Councilmembers serving on Council committees or appointed by the City to serve on the boards, commissions or committees of other agencies to present a verbal report on the activities of the respective boards, commissions or committees on which they serve. No discussion or action may be taken other than to place the matter on a future agenda.

Pending Reassignment
Silicon Valley Animal Control Authority
Association of Bay Area Governments
League of California Cities Peninsula Division
Mekechuk

Valley Transportation Authority Policy Advisory Committee West Valley Stormwater Authority
West Valley Solid Waste Management Authority Board
Silicon Valley Clean Energy Authority
Santa Clara County Recycling and Waste Reduction Commission Shannon
Santa Clara Valley Water Commission
West Valley Sanitation District Board
Ellahie
Cities Association – Board of Directors
Cities Association – Legislative Action Committee
Cities Association - Cities Selection Committee
Craig
Monte Sereno Youth Commission
Santa Clara County Library JPA
West Valley Mayors & Managers
Mayors of Santa Clara County
Santa Clara County Mayors Group

COUNCIL MEMBER COMMENTS
This time is set aside to allow Councilmembers to make brief announcements or reports on the Councilmember’s own activities. No discussion or action may be taken other than to place the matter on a future agenda.

CITY MANAGER’S REPORT

FUTURE AGENDA ITEMS
This time is set aside to allow Councilmembers to make a specific request for an item to be placed on a future agenda. No discussion or other action may be taken.

14. Council Tentative Council Meeting Calendar 2025 215 - 223

ADJOURN
* All items on the agenda are subject to action/or change by the City Council In compliance with the Americans with Disabilities Act, if you need special assistance to participate in this meeting, please contact the City Clerk (408) 354-7635. If requested of the City Clerk, agendas and documents in the agenda packet can be made available in appropriate alternative formats to persons with a disability.

Notification 48 hours prior to the meeting will enable the City to make reasonable arrangements to ensure accessibility to this meeting. [28CFR 35.102-35.104 ADA Title II]

STAFF REPORT
Meeting: City Council - Aug 05 2025
Agenda Heading: NEW BUSINESS
Staff Contact: Diana Perkins, City Planner/Interim City Manager Department: City Manager
Title: Consider and Accept the Fiscal Year 2023-2024 Financial Audit Report Recommendation(s):

Staff recommends that the City Council consider and accept the Fiscal Year 2023-2024 Financial Audit Report.

Background Information:

The financial audit and statements for the fiscal year ended June 30, 2024, has been prepared by Maze & Associates, the City’s independent auditing firm, in collaboration with the City Council Ad Hoc Committee for Improving Financial Control and Reporting, City staff and consultants. The FY 2023-24 audit received an unmodified opinion from Maze & Associates, indicating that the auditors believe the report fairly presents, in all material respects, the City’s financial position as of June30, 2024, and that the financial statements comply with generally accepted accounting principles.

California Environmental Quality Act:

This is not a “project” under the California Environmental Quality Act (“CEQA”) in that it is a governmental organizational or administrative activity that will not result in direct or indirect changes in the environment (CEQA Guidelines section 15378(b)(5)).

Fiscal Impact:

There is no fiscal impact associated with the acceptance of the financial audit.

Public Noticing:

The City of Monte Sereno's Council meeting agenda was posted on the bulletin board outside of Monte Sereno's City Hall and the agenda with this staff report can be accessed on the City of Monte Sereno's website located at www.montesereno.org.

Attachments:

1. Financial Statements for June 30, 2024

2. Required Communications for the Year Ended June 30, 2024

3. Memorandum of Internal Control for the Year Ended June 30, 2024

Financial Statements
June 30, 2024
City of Monte Sereno

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City of Monte Sereno
Table of Contents
June 30, 2024
Independent Auditor’s Report ..................................................................................................................... 1 Management’s Discussion and Analysis ..................................................................................................... 5 Basic Financial Statements
Statement of Net Position (Government-Wide) .............................................................................................. 13 Statement of Activities (Government-Wide) .................................................................................................. 14 Governmental Funds – Balance Sheet ............................................................................................................ 15 Reconciliation of the Governmental Funds Balance Sheet
with the Statement of Net Position (Government-Wide) ................................................................................ 16 Statement of Revenues, Expenditures and Changes in Fund Balances........................................................... 17 Reconciliation of the Net Change in Fund Balances –
Total Governmental Funds with the Statement of Activities (Government-Wide) ........................................ 18 Notes to Financial Statements ......................................................................................................................... 19 Required Supplementary Information
Statement of Revenues, Expenditures and Changes in Fund Balance – Budget and Actual – General Fund ................................................................................................................. 40 Statement of Revenues, Expenditures and Changes in Fund Balance – Budget and Actual – Law Enforcement Fund ................................................................................................. 41 Statement of Revenues, Expenditures and Changes in Fund Balance – Budget and Actual – Roadway and Street Fund ............................................................................................. 42 Miscellaneous Plan – Cost-Sharing Multiple-Employer Defined Pension Plan – Schedule of the Proportionate Share of the Net Pension Liability/(Asset) ..................................................... 43 Miscellaneous Plan – Cost-Sharing Multiple-Employer Defined Pension Plan – Schedule of Pension Contributions ................................................................................................................. 44 Schedule of Changes in Total Other Post-Employment Benefits Liability and Related Ratios ............................................................................................................................ 45 Note to Budgetary Information ....................................................................................................................... 47 Supplementary Information
Non-Major Governmental Funds – Combining Balance Sheet ...................................................................... 50 Non-Major Governmental Funds – Combining Statement of Revenues, Expenditures and Changes in Fund Balances ................................................................................................. 51 Independent Auditor’s Report on Internal Controls Over Financial Reporting and on Compliance and Other Matters based on an Audit of Financial Statements Performed in Accordance with Government Auditing Standards .......................................................................................................................................... 53

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INDEPENDENT AUDITOR’S REPORT
To the Honorable Mayor and City Council
City of Monte Sereno, California
Report on the Audit of the Financial Statements
Opinions
We have audited the accompanying financial statements of the governmental activities, each major fund, and the aggregate remaining fund information of the City of Monte Sereno (City), California, as of and for the year ended June 30, 2024, and the related notes to the financial statements, which collectively comprise the City’s basic financial statements as listed in the Table of Contents.

In our opinion, the financial statements referred to above present fairly, in all material respects, the respective financial position of the governmental activities, each major fund, and the aggregate remaining fund information of the City as of June 30, 2024, and the respective changes in financial position for the year then ended in accordance with accounting principles generally accepted in the United States of America.

Basis for Opinions
We conducted our audit in accordance with auditing standards generally accepted in the United States of America and the standards applicable to financial audits contained in Government Auditing Standards, issued by the Comptroller General of the United States. Our responsibilities under those standards are further described in the Auditor’s Responsibilities for the Audit of the Financial Statements section of our report. We are required to be independent of the City and to meet our other ethical responsibilities, in accordance with the relevant ethical requirement relating to our audit. We believe that the audit evidence we have obtained is sufficient and appropriate to provide a basis for our audit opinions.

Responsibilities of Management for the Financial Statements Management is responsible for the preparation and fair presentation of these financial statements in accordance with accounting principles generally accepted in the United States of America, and for the design, implementation, and maintenance of internal control relevant to the preparation and fair presentation of the financial statements that are free from material misstatement, whether due to fraud or error.

In preparing the financial statements, management is required to evaluate whether there are conditions or events, considered in the aggregate, that raise substantial doubt about the City’s ability to continue as a going concern for twelve months beyond the financial statement date, including any currently known information that may raise substantial doubt shortly thereafter. 1

Auditor’s Responsibilities for the Audit of the Financial Statements Our objectives are to obtain reasonable assurance about whether the financial statements as a whole are free from material misstatement, whether due to fraud or error, and to issue an auditor’s report that includes our opinions. Reasonable assurance is a high level of assurance but is not absolute assurance and therefore is not a guarantee that an audit conducted in accordance with generally accepted auditing standards and Government Auditing Standards will always detect a material misstatement when it exists.

The risk of not detecting a material misstatement resulting from fraud is higher than for one resulting from error, as fraud may involve collusion, forgery, intentional omissions, misrepresentations, or the override of internal control. Misstatements are considered material if there is a substantial likelihood that, individually or in the aggregate, they would influence the judgment made by a reasonable user based on the financial statements.

In performing an audit in accordance with generally accepted auditing standards and Government Auditing Standards, we:
• Exercise professional judgment and maintain professional skepticism throughout the audit. • Identify and assess the risks of material misstatement of the financial statements, whether due to fraud or error, and design and perform audit procedures responsive to those risks. Such procedures include examining, on a test basis, evidence regarding the amounts and disclosures in the financial statements.
• Obtain an understanding of internal control relevant to the audit in order to design audit procedures that are appropriate in the circumstances, but not for the purpose of expressing an opinion on the effectiveness of the City’s internal control. Accordingly, no such opinion is expressed.
• Evaluate the appropriateness of accounting policies used and the reasonableness of significant accounting estimates made by management, as well as evaluate the overall presentation of the financial statements.
• Conclude whether, in our judgment, there are conditions or events, considered in the aggregate, that raise substantial doubt about the City’s ability to continue as a going concern for a reasonable period of time.

We are required to communicate with those charged with governance regarding, among other matters, the planned scope and timing of the audit, significant audit findings, and certain internal control-related matters that we identified during the audit.
2

Required Supplementary Information
Accounting principles generally accepted in the United States of America require that the Management’s Discussion and Analysis and other required supplementary information as listed in the Table of Contents be presented to supplement the basic financial statements. Such information is the responsibility of management and, although not a part of the basic financial statements, is required by the Governmental Accounting Standards Board, who considers it to be an essential part of financial reporting for placing the basic financial statements in an appropriate operational, economic or historical context. We have applied certain limited procedures to the required supplementary information in accordance with auditing standards generally accepted in the United States of America, which consisted of inquiries of management about the methods of preparing the information and comparing the information for consistency with management’s responses to our inquiries, the basic financial statements, and other knowledge we obtained during our audit of the basic financial statements. We do not express an opinion or provide any assurance on the information because the limited procedures do not provide us with sufficient evidence to express an opinion or provide any assurance.

Supplementary Information
Our audit was conducted for the purpose of forming opinions on the financial statements that collectively comprise the City’s basic financial statements. The accompanying Supplementary Information, as listed in the Table of Contents, is presented for purposes of additional analysis and is not a required part of the basic financial statements. Such information is the responsibility of management and was derived from and relates directly to the underlying accounting and other records used to prepare the basic financial statements.

The information has been subjected to the auditing procedures applied in the audit of the basic financial statements and certain additional procedures, including comparing and reconciling such information directly to the underlying accounting and other records used to prepare the basic financial statements or to the basic financial statements themselves, and other additional procedures in accordance with auditing standards generally accepted in the United States of America. In our opinion, the Supplementary Information is fairly stated, in all material respects, in relation to the basic financial statements as a whole.

Other Reporting Required by Government Auditing Standards In accordance with Government Auditing Standards, we have also issued our report dated July 31, 2025, on our consideration of the City’s internal control over financial reporting and on our tests of its compliance with certain provisions of laws, regulations, contracts, and grant agreements and other matters. The purpose of that report is solely to describe the scope of our testing of internal control over financial reporting and compliance and the results of that testing, and not to provide an opinion on the effectiveness of the City’s internal control over financial reporting or on compliance. That report is an integral part of an audit performed in accordance with Government Auditing Standards in considering the City’s internal control over financial reporting and compliance.

Pleasant Hill, California
July 31, 2025
3

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City of Monte Sereno
Management’s Discussion and Analysis
For the Year Ended June 30, 2024
This section of the City of Monte Sereno’s Annual Financial Report provides a narrative overview and analysis of the City’s financial activities for the fiscal year ended June 30, 2024 (Fiscal 2024). Comparative financial information is included, as appropriate, for the fiscal year ended June 30, 2023 (Fiscal 2023). The Management Discussion and Analysis is to be read in conjunction with the Basic Financial Statements and the Required Supplementary Information.

In full transparency, the City recognizes and acknowledges that this Annual Finance Report is dated July 31, 2025 for the year ended June 30, 2024. The delays in the City’s financial reporting were a result of internal control weaknesses that the City failed to address.

Further, while this Annual Financial Report is for Fiscal 2024, it includes certain relevant information regarding actions underway to today’s date, which is in Fiscal 2026 so readers can put the financial information presented and comments into context.

FISCAL YEAR 2024 FINANCIAL HIGHLIGHTS
• Net Position: The City’s total net position was $4,352,610, which decreased by $466,866 from the prior year’s net position of $4,819,476.
• Revenues and Expenses: Total revenues for the fiscal year were $5,143,616, a slight increase from $5,142,039 in the prior year, primarily due to a rise in property taxes. Total expenses amounted to $5,610,482, a decrease from $5,961,235 in the prior year. • Unrestricted Net Position: The City’s Unrestricted Net Position, which is available for ongoing operations and capital needs, stands at $3,945,241.

OVERVIEW OF THE ANNUAL FINANCIAL REPORT
This Annual Financial Report is in four parts:

1. Management’s Discussion and Analysis.

2. Basic Financial Statements, which include the government-wide and fund financial statements, along with the notes to the financial statements.

3. Required Supplementary Information.

4. Combining Financial Statements for non-major governmental funds.

Basic Financial Statements
The Basic Financial Statements are comprised of Government-Wide Financial Statements and Fund Financial Statements. These two sets of financial statements provide the reader two different viewpoints of the City’s financial activities and financial position.

The Government-Wide Financial Statements provide a long-term view of the City’s activities as a whole and comprise the Statement of Net Position and Statement of Activities. The Statement of Net Position provides information about the financial position of the City as a whole, including all of its capital assets and long-term liabilities on a full accrual basis, similar to the “basis” used by private corporations. The Statement of Activities provides information about the City’s revenues and expenses, also on a full accrual basis, with the emphasis on measuring net revenues and/or expenses for each of the City’s activities. The Statement of Activities explains in detail the change in Net Position for the fiscal year. 5

City of Monte Sereno
Management’s Discussion and Analysis
For the Year Ended June 30, 2024
All of the City’s activities are required to be grouped into governmental activities and business-type activities. The entire amount in the Statement of Net Position and Statement of Activities is also required to be separated into governmental activities or business-type activities in order to provide a summary of these two activities as a whole. In the case of the City of Monte Sereno, there are no business-type activities as of June 30, 2024.

The Fund Financial Statements report the City’s operations in more detail than the government-wide statements and focus primarily on the short-term activities of the City’s general fund and other major funds. The Fund Financial Statements measure only current revenues and expenditures and fund balance; they exclude capital assets, long-term debt, and other long-term amounts from the balance sheets. Major funds account for the major financial activities of the City and are presented individually, while the activities of non-major funds are presented in summary, with supplementary schedules (i.e., combining statements) presenting the detail for each of these funds. Major funds are explained later in Management’s Discussion and Analysis.

Government-Wide Financial Statements
The Statement of Net Position and the Statement of Activities present information about the following:

Governmental activities – All of the City’s basic services are considered to be governmental activities, including general government, community development, public safety, transportation, and cultural and leisure. These services are supported by general City revenues such as property taxes, and by specific program revenues such as developer fees.

Government-wide financial statements are prepared on the accrual basis, which means they measure the flow of all economic resources of the City as a whole.

Fund Financial Statements
Fund financial statements provide detailed information about each of the City’s most significant funds, called major funds. The concept of major funds, and the determination of which are major funds, is established by generally accepted accounting principles. Each major fund is presented individually, with all non-major funds summarized and presented in a single column. Subordinate schedules present the detail of these non-major funds. Major funds present the major activities of the City for the fiscal year, and may change from year to year as a result of changes in the pattern of the City’s activities.

Governmental fund financial statements are prepared on the modified accrual basis, which means they measure only current financial resources and uses. Capital assets and other long-lived assets, along with long-term liabilities, are not presented in the governmental fund financial statements balance sheets.

Unlike the government-wide financial statements, governmental fund financial statements focus on nearterm inflows and outflows of spendable resources, and on balances of spendable resources available at the end of the fiscal year. Such information may be useful in evaluating the City’s near-term financing requirements.
6

City of Monte Sereno
Management’s Discussion and Analysis
For the Year Ended June 30, 2024
Notes to the Financial Statements
Notes to the Financial Statements provide additional information that is essential to a full understanding of the data provided in the government-wide and fund financial statements. The Notes to the Financial Statements are immediately following the fund financial statements.

Required Supplementary Information
The Required Supplementary Information (RSI) follows the Basic Financial Statements Notes to the Financial Statements. The RSI includes a comparison of the budgeted amounts for the General Fund and all major special revenue funds, as presented in the governmental fund financial statements. RSI also includes the pension schedules and retiree post employment benefits schedules.

Combining and Individual Fund Statements and Schedules
Combining Balance Sheet and Combining Statements of Revenues, Expenditures and Changes in Fund Balances provide information for non-major governmental funds.

Government-Wide Financial Analysis
Net position may serve over time as a useful indicator of a government’s financial position. The City’s largest assets include investments and capital assets.

Key Financial Changes in Fiscal 2024:
• Cash and Investments: Decreased by $155,570 to $6,308,726. • Receivables: Increased by $9,000 to $169,701. The prior year receivables were collected and the current year receivable is the property (parcel) tax receivable in the Law Enforcement Fund. The property tax receivable of $169,000 as at June 30, 2024 was collected in May 2025. • Liabilities: The net pension liability grew by $168,550 to $356,553, and other postemployment benefits (OPEB) liabilities increased by $48,702 to $891,652, both primarily due to changes in actuarial assumptions.
• Capital Assets: The City’s net investment in capital assets is $309,051. In Fiscal 2024, the City purchased a new light-duty truck for $43,306 and recorded $15,208 in depreciation. No capital assets were disposed of during the year. Purchasing a vehicle was one of the City’s goals in Fiscal 2024 under Provide Quality Public Service.

Change in Accounting Policy
Effective July 1, 2023, the City raised its capitalization threshold for depreciable assets from $1,000 to $10,000 per unit. This change, applied prospectively, was made to improve the efficiency of asset tracking, reduce administrative costs, and align with practices of similarly sized municipalities. As a result, approximately $35,000 in acquisitions that would have been capitalized under the old policy were instead recorded as operating expenses. This led to an increase in current year expenses and a corresponding decrease in capital assets and net position.
7

City of Monte Sereno
Management’s Discussion and Analysis
For the Year Ended June 30, 2024
Net Position Details:
• Unrestricted Net Position: Constitutes 90.6% ($3,945,241) of the total net position and is available to meet ongoing obligations to the City residents and creditors. • Restricted Net Position: Represents 2.3% ($98,238) of the total net position and is restricted primarily for capital projects and public safety improvements.

The following table shows a condensed statement of net position for the City for Fiscal 2024 with comparative figures for Fiscal 2023.

Governmental Activities
2024 2023
ASSETS
Cash and investments $6,308,726 $6,464,296
Receivables
Taxes 169,196 196
Other 505 160,505
Net pension asset
Capital assets
Land and construction in progress 119,888 119,888
Depreciable capital assets, net 189,243 161,145
Total assets 6,787,558 6,906,030

DEFERRED OUTFLOWS OF RESOURCES
Deferred outflows of resources related to OPEB 107,173 154,228 Deferred outflows of resources related to pensions 757,317 1,020,452 Total deferred outflows of resources 864,490 1,174,680

LIABILITIES
Accounts payable and accrued liabilities 1,246,044 1,310,962 Compensated absences payable - current 93,116 72,352
Total other postemployment benefits liability 891,652 842,950 Net pension liabilities 356,553 188,003
Total liabilities 2,587,365 2,414,267

DEFERRED INFLOWS OF RESOURCES
Deferred inflows of resources related to OPEB 369,664 443,829 Deferred inflows of resources related to pensions 342,409 403,138 Total deferred inflows of resources 712,073 846,967

NET POSITION
Net investment in capital assets 309,131 281,033
Restricted for:

Capital projects 77,238 683,436
Road and streetlight projects 21,000 90,524
Total restricted net position 98,238 773,960
Unrestricted net position 3,945,241 3,764,483
Total net position $4,352,610 $4,819,476
Statement of Net Position
Table 1
8

City of Monte Sereno
Management’s Discussion and Analysis
For the Year Ended June 30, 2024
The City’s charges for services increased by $88,757 to $948,880. Prior year was $860,123. The current year net increase was primarily due to public safety program revenues.

Property taxes increased by $196,782 to $2,968,773. Prior year was $2,771,991. The current year increase was due to an increase in the assessed valuation for properties within the City.

Total expenses in the current year were $5,610,482, or $350,753 lower than the prior year. General government expenses decreased by $601,712 to $3,901,479; Public safety increased by $173,303 to $1,417,787, Public works increased $8,332 to $194,082 and Community development increased by $69,424 to $97,024.

Governmental Activities
2024 2023
Revenues
Program revenues
Charges for services $948,880 $860,123
Operating contributions and grants 193,255 582,754
General revenues
Property taxes 2,968,773 2,771,991
Other taxes 735,203 618,170
Other 297,505 309,001
Total revenues 5,143,616 5,142,039
Expenses
General government 3,901,479 4,503,191
Public safety 1,417,897 1,244,694
Public works 194,082 185,750
Community development 97,024 27,600
Total expenses 5,610,482 5,961,235
Changes in Net Position (466,866) (819,196)
Net Position - Beginning 4,819,476 5,638,672
Net Position - Ending $4,352,610 $4,819,476
Statement of Net Position
Table 2
Government-Wide Activities Analysis
General Revenues - Revenues for government-wide activities the year ended June 30, 2024, increased by $302,319 or 8.2% to $4,001,481 from the prior year of $3,699,162. • Property taxes increased $196,782 or 7.1% from the prior year to $2,968,773. • Other taxes and franchise fees increased $117,033 or 18.9% from the prior year to $735,203. • Other revenue decreased $11,496 or 3.7% from the prior year to $297,505.

Governmental Activities Expenses – Expenses for the year ended June 30, 2024 decreased $350,753 or

5.9% compared to the prior fiscal year to $5,610,482.
9

City of Monte Sereno
Management’s Discussion and Analysis
For the Year Ended June 30, 2024
Law Enforcement Fund
The City’s largest ongoing expenditures are for police services as provided by the Town of Los Gatos, the cost of which increased in Fiscal 2024 as per the agreement, which expires on June 30, 2025. Due to limited financial resources, the City did not invest in license plate readers in Fiscal 2024 and have budgeted to do so in Fiscal 2026.
• Revenues: Total revenues for the Law Enforcement Fund were $374,182, a 4.9% increase from the prior year, largely attributed to the COPS grant.
• Expenditures: Total expenditures rose by 18.9% to $1,398,672. The total increase included an increase in policing costs paid to the Town of Los Gatos of $139,857 and $82,940 paid to the County Assessor for costs to issue 1,276 corrected parcel tax bills to residents of Monte Sereno. In the year ended June 30, 2025, the City paid another $81,835 to issue 1,259 corrected parcel tax bills. The Law Enforcement Fund budget for the year ended June 30, 2024 included property tax revenues for parcel taxes of only $89,000.

Roadway and Street Fund
• Revenues: Gasoline tax revenues increased to $179,589 from $159,503 in the prior year. • Expenditures: Actual expenditures were $175, 314, an increase of $117,381 from the prior year. Budgeted expenditures in the Roadway and Street Fund were $426,700. The significant difference between the budgeted expenditures and actual expenditures related to the timing of the work performed.

General Fund Budgetary Highlights
City Council hosted a study session to discuss alternatives for setting the goals and priorities for Fiscal 2024 on Saturday, April 1, 2023 and then confirmed those goals and priorities at a City Council meeting on April 18, 2023. These goals followed the framework that was developed in prior years, for the City to:
• Provide Quality Public Services
• Maintain Community Character
• Enhance Mobility for Residents
• Maintain Community Safety
• Enhance Environmental Sustainability
The budget follows the goals and priorities established by City Council. • Actual to Budget Revenues: General Fund total revenues were $4,566,400, which was $547,666 below budget. The variance was primarily because the City decided not to pursue $500,000 in reimbursable grants (classified as “Intergovernmental/other agencies”) in reimbursable grants to build a Community Center that the City did not build. However, investment earnings exceeded budget by $122,224 due to the City investing in 90 day Treasury Bills as interest rates increased in last half of calendar 2023 and the first quarter of calendar 2024. In June 2023, the City amended its investment policy and reduced the funds managed by LAIF by $4.5 million and invested those funds in U.S. Treasury Bills. This change increased the yield from prior years while maintaining safety and liquidity, and increasing yield. 10

City of Monte Sereno
Management’s Discussion and Analysis
For the Year Ended June 30, 2024
• Actual to Budget Expenditures: General Fund expenditures were $738,310 less than budget, primarily due to capital expenditures for the Community Center that the City decided not to undertake. During Fiscal 2024, the City expended significant effort and funds in preparing its housing element plan as required by the State. City staff, external advisors, City Council and residents were engaged in preparing and submitting draft housing element plans to the State, which was certified on July 5, 2024
One of the City’s strategic goals for Fiscal 2024 was to Provide Quality Public Services, one element was to consider migration to a biannual budget from an annual budget process/cycle. This migration was difficult because the budgeting by fund was not robust, and the budgets did not consider interfund transfers. Fortunately, another element under Provide Quality Public Services was to review, evaluate, and select a new financial reporting system for the City of Monte Sereno’s general accounting system.

Improving Internal Control Processes with a New Financial Reporting System As noted above, a key element for Fiscal 2024 was to select a new financial reporting system. Following the departure of the City Manager and Finance Director early in Fiscal 2025, the City formed an ad hoc committee to lead this effort effectively and implement internal control processes with a new financial reporting system. The ad hoc committee established requirements and identified potential financial reporting systems in late calendar 2024, then reviewed and evaluated financial reporting systems in early calendar 2025, and recommended a financial reporting system to City Council in May 2025, which was approved.

The cloud-based financial reporting system is being implemented in Fiscal 2026. The new financial reporting system will address internal control weaknesses, increase the timeliness of financial reporting, and, ultimately, provide full financial transparency to residents. This financial reporting system will be provided under a subscription-based information technology arrangement, otherwise known as a SBITA.

Included in the implementation of the new financial reporting system will be a new budget process with fully documented accounting policies and procedures that will drive thorough and timely budget-to-actual reporting that will provide new, valuable and much needed internal controls while managing costs and increasing staff productivity. Both the accuracy and timeliness of the budget and biannual budget processes will be enhanced significantly.

Long-Term Liabilities
The City’s long-term liabilities consist of compensated absences and employee benefits liabilities. The compensated absences in the amount of $93,116 higher by $20,764 to prior year. The other postemployment benefits liabilities and net pension liabilities in the amount of $1,248,205 have increased by $217,252 or 21% compared to the prior year. The increase is mainly attributed to the increase in pension liabilities.

Economic Factors
The City is almost 100% residential and has no commercial zoning so the City’s revenues are largely from property taxes and building permits.
11

City of Monte Sereno
Management’s Discussion and Analysis
For the Year Ended June 30, 2024
Property values continue to rise in Monte Sereno and property tax revenues have continued to increase each year. Economic factors in the Silicon Valley influence property values while also influencing the cost of staffing for the City.

Building activity in Monte Sereno fluctuates due to many factors, predominantly determined by employment opportunities, interest rates and consumer confidence. The City continues to be a desirable place to live in the South Bay due to excellent schools, public safety, short commutes and easy access to open space. Many people buy properties in the City so they can build the home of their dreams.

The City plans to improve its customer orientation while becoming more efficient to help new and existing residents update and renovate existing homes and structures, build new Accessory Dwelling Units (commonly known as “ADUs”) that are affordable for aging parents, young adults, and caregivers, and facilitate new residents to build the home of their dreams.

The risk of wildfires were, and continue to be, top of mind for the City and the City invested in increasing the resiliency and hardening City Hall. The risk of wildfires has continued to increase, which is in addition to the economic factors noted above.

REQUEST FOR FINANCIAL INFORMATION
This financial report is designed to provide a general overview of the City of Monte Sereno’s finances and demonstrate accountability for the funds it receives. Questions regarding this report or requests for additional information should be directed to:

City of Monte Sereno
18041 Saratoga-Los Gatos Road
Monte Sereno, California 95030
12

CITY OF MONTE SERENO

STATEMENT OF NET POSITION (GOVERNMENT-WIDE)
JUNE 30, 2024
Primary Government
Governmental
Activities
ASSETS
Cash and investments (Note 3) $6,308,726
Receivables
Taxes 169,196
Other 505
Capital assets (Note 5)
Land 119,888
Depreciable capital assets, net 189,243
Total assets 6,787,558

DEFERRED OUTFLOWS OF RESOURCES
Deferred outflows of resources related to OPEB (Note 7) 107,173 Deferred outflows of resources related to pensions (Note 6) 757,317 Total deferred outflows of resources 864,490

LIABILITIES
Accounts payable and accrued liabilities 1,246,044
Compensated absences payable - current 93,116
Noncurrent Liabilities:

Net pension liability (Note 6) 356,553
Total other postemployment benefits liability (Note 7) 891,652 Total liabilities 2,587,365

DEFERRED INFLOWS OF RESOURCES
Deferred inflows of resources related to OPEB (Note 7) 369,664 Deferred inflows of resources related to pensions (Note 6) 342,409 Total deferred inflows of resources 712,073
NET POSITION (Note 9)
Net investment in capital assets (Note 5) 309,131
Restricted for:

Capital projects 77,238
Road and streetlight projects 21,000
Total restricted net position 98,238
Unrestricted net position 3,945,241
Total net position $4,352,610
See accompanying notes to financial statements
13

CITY OF MONTE SERENO

STATEMENT OF ACTIVITIES (GOVERNMENT-WIDE)
FOR THE YEAR ENDED JUNE 30, 2024
Net (Expense)
Revenue and
Changes in
in Net Position
Program Revenues Primary Government
Operating
Charges for Grants and Governmental
Functions/Programs Expenses Services Contributions Activities Primary Government:

Governmental Activities:

General government $3,901,479 $722,286 ($3,179,193)
Public safety 1,417,897 226,594 (1,191,303)
Public works 194,082 $193,255 (827)
Community development 97,024 (97,024)
Total Governmental Activities $5,610,482 $948,880 $193,255 (4,468,347) General revenues:

Taxes:

Property taxes 2,968,773
Sales taxes 7,683
Gasoline taxes 179,589
Franchise fees 470,025
Real property transfer taxes 77,906
Other revenue 297,505
Total general revenues 4,001,481
Change in Net Position (466,866)
Net Position, Beginning 4,819,476
Net Position, Ending $4,352,610
See accompanying notes to financial statements
14

GOVERNMENTAL FUNDS

BALANCE SHEET
JUNE 30, 2024
Law Roadway Other Total
Enforcement and Street Governmental Governmental
General Fund Fund Funds Funds
ASSETS
Cash and investments $6,135,335 $145,640 $27,751 $6,308,726 Receivables
Taxes 196 $169,000 169,196
Other 5 505 500
Due from other funds 75,658 19,023 94,681
Total Assets $6,211,189 $188,023 $146,140 $27,756 $6,573,108

LIABILITIES
Accounts payable and accrued liabilities $209,180 $221,864 $431,044 Due to other funds 19,023 $75,658 94,681
Total Liabilities 228,203 221,864 75,658 525,725

FUND BALANCES
Fund balance (Note 9):

Restricted $146,140 (47,902) 98,238
Unassigned 5,982,986 (33,841) 5,949,145
TOTAL FUND BALANCES 5,982,986 (33,841) 146,140 (47,902) 6,047,383 Total Liabilities
and Fund Balances $6,211,189 $188,023 $146,140 $27,756 $6,573,108 See accompanying notes to financial statements

CITY OF MONTE SERENO
15

CITY OF MONTE SERENO
Reconciliation of the

GOVERNMENTAL FUNDS BALANCE SHEET
with the

STATEMENT OF NET POSITION (GOVERNMENT-WIDE)
JUNE 30, 2024
Fund Balance - Total Governmental Funds $6,047,383
Amounts reported for Governmental Activities in the Statement of Net Position are different from those reported in the Governmental Funds because of the following:

CAPITAL ASSETS TRANSACTIONS
Capital assets used in Governmental Activities are not current assets or financial resources and therefore are not reported in the Governmental funds. (Note 5) 309,131

LONG TERM ASSETS, LIABILITIES AND DEFERRED OUTFLOWS/INFLOWS OF RESOURCES The assets, deferred outflows of resources, liabilities and deferred inflows of resources below are not due and payable in the current period and therefore are not reported in the Funds:

Compensated absences (93,116)
Accounts payable and accrued liabilities (815,000)
Net pension liability (356,553)
Total other post employment liability (891,652)
Deferred outflows of resources related to pensions 757,317 Deferred outflows of resources related to OPEB (Note 7) 107,173 Deferred inflows of resources related to pensions (342,409) Deferred inflows of resources related to OPEB (369,664) NET POSITION OF GOVERNMENTAL ACTIVITIES (GOVERNMENT-WIDE) $4,352,610 See accompanying notes to financial statements
16

CITY OF MONTE SERENO

GOVERNMENTAL FUNDS

STATEMENT OF REVENUES, EXPENDITURES

AND CHANGES IN FUND BALANCES
FOR THE YEAR ENDED JUNE 30, 2024
Law Roadway Other Total
Enforcement and Street Governmental Governmental
General Fund Fund Funds Funds

REVENUES
Property taxes $2,778,341 $188,023 $2,409 $2,968,773
Sales taxes 7,683 7,683
Gasoline taxes $179,589 179,589
Franchise fees 470,025 470,025
Real property transfer taxes 77,906 77,906
Licenses and permits 714,874 714,874
Fines and penalties 7,412 7,412
Investment earnings 219,724 6,870 226,594
Intergovernmental/other agencies 7,096 186,159 193,255
Other revenue 283,339 14,166 297,505
Total Revenues 4,566,400 374,182 186,459 16,575 5,143,616

EXPENDITURES
Current:

General government 3,352,260 82,940 2,926 3,438,126
Public safety 102,165 1,315,732 1,417,897
Public works 3,703 175,314 15,065 194,082
Community development 97,024 97,024
Capital outlay
Total Expenditures 3,555,152 1,398,672 178,240 15,065 5,147,129

EXCESS OF REVENUES
OVER (UNDER) EXPENDITURES 1,011,248 (1,024,490) 8,219 1,510 (3,513) OTHER FINANCING SOURCES (USES) (Note 4)
Transfers in 822,185 612 822,797
Transfers out (305,198) (364,756) (152,843) (822,797)
Total Other Financing Sources (Uses) (305,198) 822,185 (364,756) (152,231) NET CHANGE IN FUND BALANCES 706,050 (202,305) (356,537) (150,721) (3,513) FUND BALANCES, BEGINNING 5,276,936 168,464 502,677 102,819 6,050,896 FUND BALANCES, ENDING $5,982,986 ($33,841) $146,140 ($47,902) $6,047,383 See accompanying notes to financial statements
17

CITY OF MONTE SERENO
Reconciliation of the

NET CHANGE IN FUND BALANCES - TOTAL GOVERNMENTAL FUNDS
with the

STATEMENT OF ACTIVITIES
FOR THE YEAR ENDED JUNE 30, 2024
Revenues, Expenditures and Changes in Fund Balance, which measures only changes in current assets and current liabilities on the modified accrual basis, with the Change in Net Position of Governmental Activities reported in the Statement of Activities, which is prepared on the full accrual basis.

NET CHANGE IN FUND BALANCES - TOTAL GOVERNMENTAL FUNDS ($3,513) Amounts reported for governmental activities in the Statement of Activities are different because of the following:

CAPITAL ASSETS TRANSACTIONS
Governmental Funds report capital outlays as expenditures. However, in the Statement of Activities the cost of those assets is capitalized and allocated over their estimated useful lives and reported as depreciation expense.

Capital outlay and improvement expenditures are added back to fund balance (Note 5) 43,306 Depreciation expense is deducted from fund balance (Note 5) (15,208)

NON-CURRENT ITEMS
The amounts below included in the Statement of Activities do not provide or (require) the use of current financial resources and therefore are not reported as revenue or expenditures in governmental funds (net change):

Compensated absences (20,764)
Accounts payable and accrued liabilities (78,139)
Net pension liability and deferred outflows/inflows of resources related to pensions (370,956) Net OPEB liability and deferred outflows/inflows of resources related to OPEB (21,592) CHANGE IN NET POSITION OF GOVERNMENTAL ACTIVITIES, (GOVERNMENT-WIDE) ($466,866) See accompanying notes to financial statements
18

City of Monte Sereno
Notes to Financial Statements
June 30, 2024
NOTE 1 – GENERAL
The City of Monte Sereno (the City) was incorporated on May 14, 1957, and operates under the CouncilManager form of government. The City Council has five elected members. The City provides services to its citizens directly and through joint powers authorities on a regional basis.

Direct services include public safety (police services), public works (roads and streets), community development (planning and zoning), building services (construction plan checks, building permits and building inspections), code enforcement and general administration.

NOTE 2 – SUMMARY OF SIGNIFICANT ACCOUNTING POLICIES
The accounting policies of the City conform to accounting principles generally accepted in the United States of America as applicable to governments. The Governmental Accounting Standards Board (GASB) is the accepted standard setting body for governmental accounting and financial reporting principles.

Reporting Entity
A reporting entity is comprised of the primary government, component units, and other organizations that are included to ensure the financial statements are not misleading. The primary government of the City consists of all funds, departments, boards, and agencies that are not legally separate from the City.

Basis of Presentation
Government-Wide Financial Statements
While separate government-wide and fund financial statements are presented, they are interrelated. The governmental activities column incorporates data from governmental funds. As a general rule, the effect of interfund activity has been eliminated from the government-wide financial statements.

Fund Financial Statements
The fund financial statements provide information about the City’s funds. The emphasis of fund financial statements is on major governmental funds, each displayed in a separate column. All remaining governmental funds are aggregated and reported as non-major funds. Major individual governmental funds are reported as separate columns in the fund financial statements.

The City reports the following major governmental funds:

The General Fund is the City’s primary operating fund. It accounts for all financial resources of the general government, except those accounted for in other funds. For the City, the General Fund includes general government, public safety, public works, community development and administration.

The Law Enforcement Special Revenue Fund accounts for all financial activity related to the City’s Law Enforcement Services. The fund’s major sources of revenue are a special assessment parcel tax, which must be used exclusively for obtaining, operating, and maintaining police protection services within the City, and government grants. Other revenues in this fund include fines and penalties received from traffic and parking enforcement in the City, which expenditures are restricted to Law Enforcement Services. 19

City of Monte Sereno
Notes to Financial Statements
June 30, 2024
NOTE 2 – SUMMARY OF SIGNIFICANT ACCOUNTING POLICIES - Continued The Roadway and Street Special Revenue Fund accounts for revenues received from various sources that are restricted to expenditures relating to capital, rehabilitation and maintenance for roads, streets, curbs, signage and striping in the City. These revenues include those received from the State of California on all gasoline and diesel purchases under the provision of the Streets and Highways that are restricted to uses related to transit construction and improvements, and maintenance. Other revenues include funds received under the Transportation Development Act that are restricted for bicycle routes and pedestrian facilities improvements. Also, the City receives vehicle road impact fees from developers and franchise and encroachment fees from solid waste haulers and others to use the public right-of-way, all of which are restricted for roads and streets, including sweeping and cleaning, in the City.

Measurement Focus and Basis of Accounting
The accounting and financial reporting treatment is determined by the applicable measurement focus and basis of accounting. Measurement focus indicates the type of resources being measured such as current financial resources or economic resources. The basis of accounting indicates the timing of transactions or events for recognition in the financial statements.

The government-wide financial statements are reported using the economic resources measurement focus and the accrual basis of accounting. Revenues are recorded when earned and expenses are recorded when a liability is incurred, regardless of the timing of related cash flows. Property taxes are recognized as revenues in the year for which they are levied. Grants and similar items are recognized as revenue as soon as all eligibility requirements imposed by the provider have been met.

The governmental fund financial statements are reported using the current financial resources measurement focus and the modified accrual basis of accounting. Revenues are recognized as soon as they are both measurable and available. Revenues are considered to be available when they are collectible within the current period or soon enough thereafter to pay liabilities of the current period. For this purpose, the City considers revenues to be available generally if they are collected within 60 days of the end of the current fiscal period. Expenditures generally are recorded when a liability is incurred, as under accrual accounting. However, expenditures related to compensated absences, and claims and judgments, are recorded only when payment is due. General capital asset acquisitions are reported as expenditures in governmental funds. Issuance of long-term debt and acquisitions under capital leases are reported as other financing sources.

Property taxes, sales taxes, real property transfer taxes, charges for services and interest associated with the current fiscal period are all considered to be susceptible to accrual and so have been recognized as revenues of the current fiscal period. Fines, licenses, use of property, and permit revenues are not susceptible to accrual because they generally are not measurable until received. Entitlements are recorded as revenues when all eligibility requirements are met, including any time requirements, and the amount is received during the period or within the availability period for this revenue source (within 60 days of year end). Expenditure-driven grants are recognized as revenue when the qualifying expenditures have been incurred and all other eligibility requirements have been met, and the amount is received during the period or within the availability period for this revenue source (within 60 days of year end). All other revenue items are considered to be measurable and available only when cash is received by the City. 20

City of Monte Sereno
Notes to Financial Statements
June 30, 2024
NOTE 2 – SUMMARY OF SIGNIFICANT ACCOUNTING POLICIES - Continued Capital Assets
Capital assets, which include property, plant and equipment, are stated at cost. Donated assets are recorded at their estimated acquisition value at the date of donation. The City defines capital assets as assets with an initial cost of more than $10,000 and an estimated useful life greater than one year.

Additions, improvements, and other capital outlays that significantly extend the useful life of an asset are capitalized. Other costs incurred for repairs and maintenance are expensed as incurred.

Buildings 50 Years
Vehicles 4-10 Years
Furniture, fixtures, and equipment 5-50 Years
Deferred Inflows/Outflows of Resources
In addition to assets, the statement of net position will report a separate section for deferred outflows of resources. This separate financial statement element, deferred outflows of resources, represents a consumption of net position that applies to a future period(s) and so will not be recognized as an outflow of resources (expense) until then. In addition to liabilities, the statement of net position or balance sheet will report a separate section for deferred inflows of resources. This separate financial statement element, deferred inflows of resources, represents an acquisition of net position or fund balance that applies to a future period(s) and so will not be recognized as an inflow of resources (revenue) until that time.

Interfund Transfers
Interfund transfers (1) are used to move revenues from the fund that statute or budget requires collecting them to the fund that statute or budget requires to expend them, and (2) use unrestricted revenues collected in the General Fund to finance various programs accounted for in other funds.

Property Taxes
The County of Santa Clara assesses all properties; and it bills, collects, and distributes property taxes and special assessments as follows:

Secured/Unsecured
Lien dates January 1
Levy dates July 1
Due dates 50% on November 1 and February 1
Delinquent as of December 10 and April 10
The term “unsecured” refers to taxes on personal property other than real estate, land and buildings. These taxes are secured by liens on the property being taxed. Property tax revenue is recognized in accordance with applicable GASB pronouncements, that is in the fiscal year for which the taxes have been levied, provided they become available. Available means (a) due, or (b) past due and receivable within the current period and collected within the current period or expected to be collected soon enough thereafter (not to exceed 60 days) to be used to pay liabilities in the current period. The County of Santa Clara remits the entire amount of the tax levy to the City (net of County administrative fees), and handles all delinquencies, retaining any interest and penalties.
21

City of Monte Sereno
Notes to Financial Statements
June 30, 2024
NOTE 2 – SUMMARY OF SIGNIFICANT ACCOUNTING POLICIES - Continued Compensated Absences
Compensated absences include vacation pay. The City recognizes the liability for its compensated absences at year end.

Use of Estimates
The preparation of financial statements in conformity with accounting principles generally accepted in the United States of America requires management to make estimates and assumptions that affect certain reported amounts and disclosures. Accordingly, actual results could differ from those estimates.

Cash and Cash Equivalents
For financial statement reporting purposes, the City considers cash and cash equivalents as short-term highly liquid investments that are both readily convertible to known amounts of cash and so near their maturity that they present insignificant risk of changes in value because of changes in interest rates. The City has investments in U.S. Treasury Obligations and funds in the Local Agency Investment Fund (LAIF), which meets the definition of a cash equivalent, so the combined balances are reported as “cash and investments.”
Fund Balance Classification
The governmental fund financial statements present fund balances based on classifications that comprise a hierarchy that is based primarily on the extent to which the City is bound to honor constraints on the specific purposes for which amounts in the respective governmental funds can be spent. The classifications used in the governmental fund financial statements are as follows:

Nonspendable: This classification includes amounts that cannot be spent because they are either (a) not in spendable form or (b) are legally or contractually required to be maintained intact. The City did not have any nonspendable resources as of June 30, 2024.

Restricted: This classification includes amounts for which constraints have been placed on the use of the resources either (a) externally imposed by creditors (such as through a debt covenant), grantors, contributors, or laws or regulations of other governments, or (b) imposed by law through constitutional provisions or enabling legislation. The City has classified traffic safety fines and grants as being restricted because their use is restricted by the terms of the grant and state statute for traffic safety expenditures, which are included in the Law Enforcement Fund. Gasoline and diesel taxes are restricted by state statute for use on road and street repair and maintenance projects, which are included in the Roadway and Street Fund. Loma Serena Street Lighting District and Rose Andrews Street Lighting District funds are classified as restricted because the use of these funds are restricted for operations and maintenance of the respective light districts, as imposed by the municipal code. Finally, storm drainage has been classified as restricted because these funds are collected from developers and set aside for capacity purposes, as mandated by state statute.
22

City of Monte Sereno
Notes to Financial Statements
June 30, 2024
NOTE 2 – SUMMARY OF SIGNIFICANT ACCOUNTING POLICIES - Continued Committed: This classification includes amounts that can be used only for specific purposes pursuant to constraints imposed by formal action of the City Council. These amounts cannot be used for any other purpose unless the City Council removes or changes the specified use by taking the same type of action (ordinance or resolution) that was employed when the funds were initially committed. This classification also includes contractual obligations to the extent that existing resources have been specifically committed for use in satisfying those contractual requirements. The City did not have any committed resources as of June 30, 2024.

Assigned: This classification includes amounts that are constrained by the City’s intent to be used for a specific purpose but are neither restricted nor committed. This classification also includes the remaining positive fund balance for all governmental funds except for the General Fund.

Unassigned: This classification includes the residual fund balance for the General Fund. The Unassigned classification may also include negative residual fund balance of any other governmental fund that cannot be eliminated by offsetting of Assigned fund balance amounts. The City did not have any negative residual fund balances in any other governmental funds.

Use of Restricted Resources
The City uses restricted fund balances first, followed by committed resources, and then assigned resources, as appropriate opportunities arise, but reserves the right to selectively spend unassigned resources first to defer the use of these other classified funds.

Fair Value Measurements
Fair value is defined as the price that would be received to sell an asset or paid to transfer a liability in an orderly transaction between market participants at the measurement date. The City categorizes its fair value measurements within the fair value hierarchy established by GAAP. The fair value hierarchy categorizes the inputs to valuation techniques used to measure fair value into three levels based on the extent to which inputs used in measuring fair value are observable in the market. • Level 1 inputs are quoted prices (unadjusted) in active markets for identical assets or liabilities. • Level 2 inputs are inputs - other than quoted prices included within level 1 - that are observable for an asset or liability, either directly or indirectly. • Level 3 inputs are unobservable inputs for an asset or liability.

If the fair value of an asset or liability is measured using inputs from more than one level of the fair value hierarchy, the measurement is considered to be based on the lowest priority level input that is significant to the entire measurement.

Subscription-Based Information Technology Arrangements
A Subscription-Based Information Technology Arrangements (SBITA) is a contract that conveys control of the right to use another party’s (a SBITA vendor’s) information technology (IT) software, alone or in combination with tangible capital assets (the underlying IT assets), as specified in the contract for a period of time in an exchange-like transaction. Subscription assets are reported with other capital assets and subscription liabilities are reported with long-term debt on the statement of net position. To date, all SBITAs entered into by the City have not been material. 23

City of Monte Sereno
Notes to Financial Statements
June 30, 2024
NOTE 3 – CASH AND INVESTMENTS
The City’s dependence on property tax receipts requires it to maintain significant cash reserves to finance operations during certain portions of the year. The City pools cash from all sources so that it can safely invest at maximum yields, while individual funds can make expenditures at any time. All investments are carried at fair value.

Summary of Cash and Investments
Cash and Investments as of June 30, 2024, consist of the following at fair value:

Cash with financial institutions $1,428,743
Investments 4,879,983
Total cash and investments $6,308,726
Policies and Practices
The City is authorized under California Government Code and the City’s investment policy to make direct investments in U.S. Treasury instruments and securities of the U.S. Government, the Local Agency Investment Fund (LAIF), and federally insured deposits in commercial banks and savings and loan associations in the local area.

The City’s investments were in compliance with the above provisions as of and for the year ended June 30, 2024.

General Authorizations
The table below identifies the investment types that are authorized for the City by the California Government Code. Limitations as they relate to interest rate risk and concentration of credit risk are indicated in the schedules below:

Authorized Investment Type
Maximum
Remaining
Maturity
Maximum
Percentage of
Portfolio
Maximum
Investment in
One Issuer
U.S. Treasury Obligations 5 years None None
U.S. Agency Securities 5 years None None
Local Agency Investment Fund (LAIF) N/A None $75 Million 24

City of Monte Sereno
Notes to Financial Statements
June 30, 2024
NOTE 3 – CASH AND INVESTMENTS - Continued
Interest Rate Risk and Fair Value Hierarchy
Interest rate risk is the risk that changes in market interest rates will adversely affect the fair value of an investment. Generally, the longer the maturity of an investment, the greater the sensitivity of its fair value to changes in market interest rates. The City manages its exposure to interest rate risk by purchasing only short-term investments as necessary to provide the cash flow and liquidity needed for operations.

As of June 30, 2024, the City had the following investments. All investments are in the State’s investment pool.

Fair Matures in
Value 12 Months or less
Local Agency Investment Fund (LAIF) $156,584 $156,584
U.S. Treasury Obligation 4,723,399 4,723,399
Total $4,879,983 $4,879,983
The City categorizes its fair value measurements within the fair value hierarchy established by generally accepted accounting principles. The hierarchy is based on the valuation inputs used to measure fair value of the assets. Level 1 inputs are quoted prices in an active market for identical assets; Level 2 inputs are significant other observable inputs; and Level 3 inputs are significant unobservable inputs.

U.S. Treasury Obligations are classified in Level 1 of the fair value hierarchy are valued using quoted prices in active markets. The City does not have any Level 2 or Level 3 investments.

Concentration of Credit Risk
The City’s investment policy contains no limitations on the amount that can be invested in any one issuer beyond the amount stipulated by the California Government Code.

Custodial Credit Risk - Deposits
This is the risk that, in the event of a bank failure, the City's deposits may not be returned. The City’s policy, as well as the California Government Code, requires that a financial institution secure deposits made by state or local governmental units by pledging securities in an undivided collateral pool held by a depository regulated under state law (unless so waived by the governmental unit). The market value of the pledged securities in the collateral pool must equal at least 110% of the total amount deposited by the public agencies. California law also allows financial institutions to secure public deposits by pledging first trust deed mortgage notes having a value of 150% of the secured public deposits and letters of credit issued by the Federal Home Loan Bank of San Francisco having a value of 105% of the secured deposits.

As of June 30, 2024, the City's bank balance of $1,428,743 is either insured or collateralized with securities held by the pledging financial institution's trust department or agent, but not in the City’s name. 25

City of Monte Sereno
Notes to Financial Statements
June 30, 2024
NOTE 3 – CASH AND INVESTMENTS - Continued
Custodial Credit Risk - Investments
This is the risk that, in the event of the failure of the counterparty, the City will not be able to recover the value of its investments or collateral securities that are in possession of an outside party. Neither the California Government Code nor the City’s investment policy contains legal or policy requirements that would limit the exposure to custodial risk.

Investment in the State Investment Pool
The City is a voluntary participant in the LAIF that is regulated by California government code Section 16429 under the oversight of the Treasurer of the State of California. The fair value of the City's investment in the pool is reported in the accompanying financial statements at amounts based upon the City's pro-rata share of the fair value provided by LAIF for the entire LAIF portfolio (in relation to the amortized cost of that portfolio). The balance available for withdrawal is based on the accounting records maintained by LAIF, and is recorded on the amortized cost basis. The pool is not registered with the Securities and Exchange Commission (SEC) and is not rated.

The City recognizes the fair value measurement of its investments on a recurring basis, based on the hierarchy established by generally accepted accounting principles. The fair value hierarchy, which has three levels, is based on the valuation inputs used to measure an asset’s fair value: Level 1 inputs are quoted prices in active markets for identical assets; Level 2 inputs are significant other observable inputs; Level 3 inputs are significant unobservable inputs. Investments in the Local Agency Investment Funds/State Investment Pool are not measured using the input levels above because the City's transactions are based on a stable net asset value per share. All contributions and redemptions are transacted at $1.00 net asset value per share.

NOTE 4 – INTERFUND TRANSFERS
Interfund transfers (1) are used to move revenues from the fund that statute or budget requires to be collected to the fund that statute or budget requires to expend them, and (2) use unrestricted revenues collected in the General Fund to finance various programs accounted for in other funds.

Transfers In Transfers Out
General Fund $305,198
Special Revenue Funds:

Law Enforcement Fund $822,185
Roadway and Street Fund 364,756
Non-major Funds 612 152,843
Total $822,797 $822,797
26

City of Monte Sereno
Notes to Financial Statements
June 30, 2024
NOTE 5 – CAPITAL ASSETS
The City reports all capital assets, in the Government-Wide Statement of Net Position.

The following table presents the capital assets activity for the year ended June 30, 2024.

Balance at Balance at
June 30, 2023 Additions June 30, 2024
Capital assets, not being depreciated:

Land $119,888 - $119,888
Total capital assets not being depreciated 119,888 - 119,888 Capital assets being depreciated:

Buildings Improvements 409,663 409,663
Computer Equipment 46,395 46,395
Office Equipment 39,563 39,563
Vehicles $43,306 43,306
Total capital assets being depreciated 495,621 43,306 538,927 Less accumulated depreciation for:

Buildings Improvements 255,287 8,125 263,412
Computer Equipment 46,395 46,395
Office Equipment 32,794 896 33,690
Vehicles 6,187 6,187
Total accumulated depreciation 334,476 15,208 349,684
Net capital assets being depreciated 161,145 28,098 189,243 Total capital assets, net $281,033 $28,098 $309,131
Depreciation expense was charged to the general government function. 27

City of Monte Sereno
Notes to Financial Statements
June 30, 2024
NOTE 6 – PENSION PLAN
General Information about the Pension Plans
Plan Description – All qualified permanent employees are eligible to participate in the City’s Miscellaneous Employee Pension Plan, cost-sharing multiple employer defined benefit pension plan administered by the California Public Employees Retirement System (CalPERS), which acts as a common investment and administrative agent for its participating member employers. Benefit provisions under the Plans are established by State statute and may be amended by City resolution. CalPERS issues publicly available reports that include a full description of the pension plans regarding benefit provisions, assumptions and membership information that can be found on the CalPERS website. www.calpers.ca.gov.

Benefits Provided – CalPERS provides service retirement and disability benefits, annual cost of living adjustments and death benefits to plan members, who must be public employees and beneficiaries.

Benefits are based on years of credited service, equal to one year of full-time employment. Members with five years of total service are eligible to retire at age 50 to 52 with statutorily reduced benefits. All members are eligible for non-duty disability benefits after 10 years of service. The death benefit is one of the following: the Basic Death Benefit, the 1957 Survivor Benefit, or the Optional Settlement 2W Death Benefit. The cost-of-living adjustments for each plan are applied as specified by the California Public Employees’ Retirement Law.

The Plans’ provisions and benefits in effect at June 30, 2024, are summarized as follows:

Hire date Prior to January 1, 2013 Starting January 1, 2013 Formula 2.0% @ 55 2.0% @ 62
Benefit vesting schedule 5 years of service 5 years of service Benefit payments Monthly for life Monthly for life
Minimum retirement age 50 52
Required employee contribution rates 7.00% 7.75%
Required employer contribution rates 11.84% 7.68%
Miscellaneous
Contributions – Section 20814(c) of the California Public Employees’ Retirement law requires that the employer contribution rates for all public employers are determined on an annual basis by the actuary and shall be effective on the July 1 following notice of a change in rate. Funding contributions for both Plans are determined annually on an actuarial basis as of June 30 by CalPERS. The actuarially determined rate is the estimated amount necessary to finance the costs of benefits earned by employees during the year, with an additional amount to finance any unfunded accrued liability. The City is required to contribute the difference between the actuarially determined rate and the contribution rates of employees.

For the year ended June 30, 2024, the contributions to the Plan were $117,287.

28

City of Monte Sereno
Notes to Financial Statements
June 30, 2024
NOTE 6 – PENSION PLAN – Continued
Pension Liabilities, Pension Expenses and Deferred Outflows/Inflows of Resources Related to Pensions
As of June 30, 2024, the City’s reported net pension liability for its proportionate share of the pension liability of the Plan is as follows:

Miscellaneous
Proportionate Share of Net Pension Liability $356,553
The City’s net pension liability for the Plan is measured as the proportionate share of the collective net pension liability. The net pension liability of the Plan is measured as of June 30, 2023, and the total pension liability for the Plan used to calculate the net pension liability was determined by an actuarial valuation as of June 30, 2022 rolled forward to June 30, 2023 using standard actuarial update procedures.

The City’s proportion of the collective net pension liability was based on a projection of the City’s longterm share of contributions to the pension plan relative to the projected contributions of all participating employers, actuarially determined.

The City’s proportionate share of the net pension liability for each Miscellaneous Plans as of June 30, 2023 is as follows:

Miscellaneous Plans
Proportion - June 30, 2022 0.00402%
Proportion - June 30, 2023 0.00713%
Change - Increase (Decrease) 0.00311%
In the current fiscal year, the City recognized pension expense of $370,956. At June 30, 2024, the City reported deferred outflows of resources and deferred inflows of resources related to pensions from the following sources:

Deferred Deferred
Outflows Inflows
of Resources of Resources
Pension contributions subsequent to measurement date $117,287 Differences between actual and expected experience 18,215 ($2,826) Changes in assumptions 21,527
Difference between proportional and actual contributions 439,402 (266,923) Adjustment due to differences in proportions 103,157 (72,660) Net differences between projected and actual earnings on plan investments 57,729
Total $757,317 ($342,409)
29

City of Monte Sereno
Notes to Financial Statements
June 30, 2024
NOTE 6 – PENSION PLAN – Continued
The amount of $117,287 reported as deferred outflows of resources related to contributions subsequent to the measurement date will be recognized as a reduction of the net pension liability in the year ended June 30, 2024. Other amounts reported as deferred outflows of resources and deferred inflows of resources related to pensions will be recognized as pension expense as follows:

Years Ending June 30
2025 $181,411
2026 95,472
2027 19,082
2028 1,656
$297,621
Actuarial Assumptions – The total pension liabilities in the June 30, 2022, actuarial valuations were determined using the following actuarial assumptions.

Valuation Date
Measurement Date
Actuarial Cost Method
Actuarial Assumptions:

Discount Rate
Inflation
Projected Salary Increase
Investment Rate of Return (1)
Mortality (2)
(1) Net of pension plan investment expenses; includes inflation. (2) The mortality table used was developed based on CalPERS' specific data. The probabilities of mortality are based on the 2021 CalPERS Experience Study for the period from 2001 to 2019. Pre-retirement and Postretirement mortality rates include generational mortality improvement using 80% of Scale MP-2020 published by the Society of Actuaries. For more details on this table, please refer to the CalPERS Experience Study and Review of Actuarial Assumptions report from November 2021 that can be found on the CalPERS website.

2.30%
Varies by Entry Age and Service

6.90%
Derived using CalPERS Membership Data for all Fund
June 30, 2022
June 30, 2023
Entry-Age Normal Cost Method

6.90%
Discount Rate – The discount rate used to measure the total pension liability was 6.90%. The projection of cash flows used to determine the discount rate for each Plan assumed contributions from all plan members in the Public Employees Retirement Fund (PERF) will be made at the current member contribution rates and that contributions from employers will be made at statutorily required rates, actuarially determined. Based on those assumptions, Plan’s fiduciary net position was projected to be available to make all projected future benefit payments of current plan members. Therefore, the long-term expected rate of return on plan investments was applied to all periods of projected benefit payments to determine the total pension liability.

The long-term expected rate of return on pension plan investments was determined using a building-block method in which best-estimate ranges of expected future real rates of return (expected returns, net of pension plan investment expense and inflation) are developed for each major asset class. 30

City of Monte Sereno
Notes to Financial Statements
June 30, 2024
NOTE 6 – PENSION PLAN – Continued
In determining the long-term expected rate of return, CalPERS took into account both short-term and long-term market return expectations as well as the expected pension fund (Public Employees’ Retirement Fund) cash flows. Such cash flows were developed assuming that both members and employers will make their required contributions on time and as scheduled in all future years. Using historical returns of all the funds’ asset classes, expected compound (geometric) returns were calculated over the short-term (first 10 years) and the long-term (11-60 years) using a building-block approach.

Using the expected nominal returns for both short-term and long-term, the present value of benefits was calculated for each fund. The expected rate of return was set by calculating the single equivalent expected return that arrived at the same present value of benefits for cash flows as the one calculated using both short-term and long-term returns. The expected rate of return was then set equivalent to the single equivalent rate calculated above and rounded down to the nearest one quarter of one percent.

The table below reflects long-term expected real rate of return by asset class. The rate of return was calculated using the capital market assumptions applied to determine the discount rate and asset allocation. These rates are net of administrative expenses:

Asset Class (1)
Assumed
Asset
Allocation
Real Return
1,2
Global Equity-Cap Weighted 30.0% 4.54%
Global Equity-Non-Cap Weighted 12.00% 3.84%
Private Equity 13.0% 7.28%
Treasury 5.0% 0.27%
Mortgage-backed Securities 5.0% 0.50%
Investment Grade Corporates 10.0% 1.56%
High Yield 5.0% 2.27%
Emerging Market Debt 5.0% 2.48%
Private Debt 5.0% 3.57%
Real Assets 15.00% 3.21%
Leverage -5.00% -0.59%
Total 100.00%
(1) An expected inflation of 2.30% used for this period. (2) Figures are based on the 2021 Asset Liability Management study. 31

City of Monte Sereno
Notes to Financial Statements
June 30, 2024
NOTE 6 – PENSION PLAN – Continued
Sensitivity of the Net Pension Liability to Changes in the Discount Rate – The following presents the net pension liability of the City Miscellaneous Plan, calculated using the current discount rate for the Plan, as well as what the City’s net pension liability would be if it were calculated using a discount rate that is 1- percentage point lower or 1-percentage point higher than the current rate:
1% Decrease 5.90%
Net Pension Liability $1,325,798
Current Discount Rate 6.90%
Net Pension Liability $356,553
1% Increase 7.90%
Net Pension Asset ($441,219)
Pension Plan Fiduciary Net Position – Detailed information about the pension plan’s fiduciary net position is available in the separately issued CalPERS financial reports.

NOTE 7 – OTHER POST EMPLOYMENT BENEFITS
Post Employment Healthcare Plan (OPEB)
Plan Description – The City’s defined benefit post employment healthcare plan is a single-employer defined benefit plan provides medical benefits to employees and their spouses who satisfy the requirements for retirement under CalPERS (attained age 50 with five years of service or satisfaction of the requirements for a disability retirement.) No assets are accumulated in a trust that meets the criteria in paragraph 4 of GASB Statement No. 75.

Benefits Provided – The City provides medical insurance benefits to eligible retirees and their spouses.

Benefits are provided through CalPERS Health Insurance, and the cost of benefits is limited to the PERS Choice Single Health Plan Premium. The City's governing board has the authority to establish and amend the benefit terms as needed.

Employees Covered – At the June 30, 2024 measurement date, the following employees were covered by the benefit terms for the OPEB Plan:

Count
Inactive employees or beneficiaries currently receiving benefits 4 Inactive employees entitled to but not yet receiving benefits 3 Active employees 10
Total 17

32

City of Monte Sereno
Notes to Financial Statements
June 30, 2024
NOTE 7 – OTHER POST EMPLOYMENT BENEFITS - Continued
Total OPEB Liability – The City’s Total OPEB liability was measured as of June 30, 2024, was determined by an actuarial valuation as of June 30, 2022 that was based on the following actuarial methods and assumptions:

Actuarial Assumptions:

Contribution Policy No pre-funding
Discount Rate 3.93% at June 30, 2024
Inflation 2.50% annually
Mortality, Retirement, Disability, Termination CalPERS 2000-2019 Experience Study Mortality Improvement Mortality projected fully generational with Scale MP-2021 Healthcare Trend Cost Rate Non-Medicare - 8.50% for 2025, decreasing to an ultimate rate of 3.45% in 2076 Medicare (Non-Kaiser) - 7.50% for 2025, decreasing to an ultimate rate of 3.45% in 2076 Medicare (Kaiser) - 6.25% for 2025, decreasing to an ultimate rate of 3.45% in 2076 Change in Total OPEB Liability – The changes in the total OPEB liability for the City are as follows:

Total OPEB
Liability
Balance at June 30, 2023 $842,950
Changes for the year:

Service Cost 94,662
Interest on the Total OPEB Liability 33,446
Differences between Expected and Actual Experience -
Benefit payments (42,560)
Administrative Expense -
Changes of assumptions (36,846)
Net changes 48,702
Balance at June 30, 2024 $891,652
Sensitivity of the Total OPEB liability to Changes in the Discount Rate – The following presents the total OPEB liability of the City if it were calculated using a discount rate that is one percentage point lower (2.93%) or one percentage point higher (4.93%) than the current rate, for year ended June 30, 2024:

Discount Rate
-1.0% Discount Rate Current Rate +1.0% Discount Rate

2.93% 3.93% 4.93%
$1,034,232 $891,652 $776,547
33

City of Monte Sereno
Notes to Financial Statements
June 30, 2024
NOTE 7 – OTHER POST EMPLOYMENT BENEFITS - Continued
Sensitivity of the Total OPEB Liability to Changes in the Health Care Cost Trend Rates – The following presents the total OPEB liability of the City if it were calculated using health care cost trend rates that are one percentage point lower or one percentage higher than the current rate, for year ended June 30, 2024:

Healthcare Trend Rate
-1.0% Decrease Current Trend +1.0% Increase
$745,194 $891,652 $1,080,488
Expense and Deferred Outflows/Inflows of Resources Related to OPEB Under GASB Statement No. 75 – For the fiscal year ended June 30, 2024, the City recognized OPEB expense of $64,261. As of fiscal year ended June 30, 2024, the City reported deferred inflows of resources related to OPEB from the following sources:

Deferred Outflows Deferred Inflows
of Resources of Resources
Changes of assumptions $84,863 $165,349
Differences between expected and
actual experience 22,310 204,315
Total $107,173 $369,664
The amounts reported as deferred inflows of resources related to OPEB will be recognized as expense as follows:

Fiscal Year Ended Annual
June 30 Amortization
2025 ($61,451)
2026 (73,528)
2027 (98,549)
2028 (26,238)
2029 1,290
Thereafter (4,015)
Total ($262,491)
NOTE 8 – COMMITMENTS AND CONTINGENCIES
The City is involved as a defendant in various legal proceedings. While it is not feasible to predict or determine the outcome in these cases, it is the opinion of the City that the outcome will have no materially adverse effect on the financial position of the City.

The City may receive State and Federal funds for specific purposes that are subject to audit by the grantor agencies. Such audits could generate expenditure disallowances under the terms of the grants. It is believed that any required reimbursements would not be material.

The City participates in a Public Entity Risk Pool. See Note 10 for details. 34

City of Monte Sereno
Notes to Financial Statements
June 30, 2024
NOTE 9 – NATURE AND PURPOSE OF REPORTED FUND BALANCE CLASSIFICATIONS Fund Balance
In the fund financial statements, governmental funds report the following classifications of fund balance:

NOTE 10 – RISK MANAGEMENT
The City is exposed to various risks of loss related to torts; theft of, damage to, and destruction of assets; errors and omissions; and injuries to employees. The City has joined Bay Cities Joint Powers Insurance Authority (Bay Cities JPIA). Bay Cities JPIA is a public entity risk pool that is currently operating a common risk management agency with 22 members. Annual premiums are paid by members and are adjusted retrospectively to cover costs. Excess premiums, if any, are returned to the members based on an equity allocation five years after the close of the program year. Member deductibles range from $5,000 to $350,000 with a self-insured retention of $1,000,000 by Bay Cities JPIA.

The City’s self-insured retention is $5,000. Bay Cities JPIA has purchased excess insurance up to $38,000,000 from a private company to provide coverage for losses and claims in excess of the stated limits.

The Bay Cities JPIA financial statements may be obtained directly from Bay Cities Joint Powers Insurance Authority, Bickmore, 1750 Creekside Oaks Drive Suite 200, Sacramento, CA 95833.

NOTE 11 – PARTICIPATION IN JOINT POWERS AUTHORITIES
The City participates in six joint powers authorities (JPAs) formed under the Joint Exercise of Powers Act of the State of California, which allows public agencies to jointly exercise common powers through cooperative agreements. These JPAs provide cost-effective access to regional services and programs. The City does not have an equity interest in these JPAs and is not liable for their debts beyond its agreed-upon contributions or contractual obligations.

As separate legal entities, these entities exercise full powers and authorities within the scope of the related joint powers agreements, including the preparation of annual budgets, accountability for all funds, and the power to make and execute contracts. All transactions between the JPAs and the City are recorded as operating revenues and expenditures in the applicable governmental functions.

Non-Major Governmental Funds
Law Roadway Loma Serena Rose Andrews Storm
General Enforcement and Streets Street Lighting Street Lighting Drainage Fund Balance Classifications Fund Fund Fund Fund Fund Fund Total Restricted for:

Capital projects $146,140 $21,000 $167,140
Law enforcement
Road impact fees ($68,902) ($68,902)
Total Restricted Fund 146,140 (68,902) 21,000 98,238
Unassigned:

General fund $5,982,986 ($33,841) 5,949,145
Total Unassigned Fund 5,982,986 (33,841) 5,949,145
Total Fund Balances $5,982,986 ($33,841) $146,140 ($68,902) $21,000 $6,047,383 35

City of Monte Sereno
Notes to Financial Statements
June 30, 2024
NOTE 11 – PARTICIPATION IN JOINT POWERS AUTHORITIES - Continued Summaries of the JPAs that the City was a member of on June 30, 2024 are set forth below.

West Valley Clean Water Joint Powers Authority (West Valley Clean Water) West Valley Clean Water provides stormwater permit compliance, regulatory support, and public education under the National Pollutant Discharge Elimination System (NPDES) program. Member agencies include the Cities of Monte Sereno, Saratoga, and Campbell and the Town of Los Gatos. West Valley Clean Water is governed by a Board of Directors with one representative from each member agency.

The City contributes annually based on a cost-sharing formula. The City of Saratoga maintains the financial records and provides accounting services for West Valley Clean Water. Audited financial statements are available from the City of Saratoga.

West Valley Solid Waste Management Authority (West Valley Solid Waste) West Valley Solid Waste manages solid waste and recycling services through regional franchise agreements and oversees compliance with state diversion and organics mandates. Member agencies include the Cities of Monte Sereno, Saratoga, and Campbell and the Town of Los Gatos. West Valley Solid Waste is governed by a Board of Directors composed of elected officials from each member agency.

The City’s share of costs is based on collected tonnage and population. The City of Campbell maintains the financial records and provides accounting services for West Valley Solid Waste. Audited financial statements are available from the City of Campbell.

Silicon Valley Clean Energy Authority (SVCE)
SVCE is a Community Choice Aggregator that enables its member agencies to pool the electricity demand within their jurisdictions to directly procure or generate electrical power supplies on behalf of their communities, thus allowing the agencies to provide an alternative supply of clean energy for residents at competitive prices with investor-owned utilities. SVCE has thirteen member agencies in Santa Clara County, including the City of Monte Sereno. It is governed by a Board of Directors made up of elected officials from each participating jurisdiction. SVCE provides local control over energy procurement while utilizing Pacific Gas & Electric’s (PG&E) infrastructure for transmission, delivery and billing services. The City’s financial responsibility is limited to power purchase payments and administrative participation fees. SVCE’s customers pay SVCE directly through their PG&E bills (the City does not provide supplementary funding to SVCE).

Audited financial statements are available from Silicon Valley Clean Energy Authority. 36

City of Monte Sereno
Notes to Financial Statements
June 30, 2024
NOTE 11 – PARTICIPATION IN JOINT POWERS AUTHORITIES - Continued Silicon Valley Animal Control Authority (Silicon Valley Animal Control) Silicon Valley Animal Control provides animal control, sheltering, licensing, and public education services. Silicon Valley Animal Control promotes humane animal care and enforces local and state animal control regulations. Member agencies include the Cities of Monte Sereno, Campbell, and Santa Clara. Silicon Valley Animal Control operates a regional animal care center and is governed by a Board of Directors with representatives from each member agency. The City pays an annual fee based on service usage and population.

Audited financial statements are available from Silicon Valley Animal Control Authority.

Santa Clara County Library District Joint Powers Authority (Santa Clara County Library) The Santa Clara County Library District is the governing board, which provides policy direction and governance for the Santa Clara County Library.

Member agencies include the Cities of Campbell, Cupertino, Gilroy, Los Altos, Los Altos Hills, Milpitas, Monte Sereno, Morgan Hill, and Saratoga and the County of Santa Clara.

Santa Clara County Library is primarily funded from a property tax district. Individuals living in the unincorporated area and in the nine cities served by the County Library District have a portion of their property tax designated for the Santa County Library District. In addition to the property tax, district property is also assessed for enhanced service through a Community Facilities District. Voters endorsed the assessment in 1994, 2005 and 2013.

The City does not provide supplementary funding to Santa Clara County Library.

Cities Association of Santa Clara County Joint Powers Authority (Cities Association) The Cities Association was formed on February 1, 2024 for the purpose of promoting cooperation among its 14 members; advocating for positive action; enhancing the quality of life for the residents of Santa Clara County and their individual cities; and encouraging other joint and cooperative endeavors among the public agencies for their mutual benefit.

The 14 member agencies include the Cities of Campbell, Cupertino, Los Altos, Milpitas, Monte Sereno, Morgan Hill, Mountain View, Palo Alto, San Jose, Santa Clara, Saratoga, and Sunnyvale, and the Towns of Los Altos Hills and Los Gatos.

The Cities Association is funded by its members, based on their size and population. The City paid the Cities Association $6,523 in 2024.

Audited financial statements are available from the Cities Association. 37

City of Monte Sereno
Notes to Financial Statements
June 30, 2024
NOTE 12 – NEW GASB PRONOUNCEMENTS
The following Governmental Accounting Standards Board (GASB) pronouncements became effective in fiscal year 2023-2024:

GASB Statement No. 100 – In June 2022, GASB issued Statement No. 100, Accounting for Changes and Error Corrections. The primary objective of this Statement is to enhance accounting and financial reporting requirements for accounting changes and error corrections to provide more understandable, reliable, relevant, consistent, and comparable information for making decisions or assessing accountability. This Statement is effective for reporting periods beginning after June 15, 2023, or the fiscal year 2023-24. The implementation of this Statement did not have a material effect on the financial statements.
38

Required Supplementary Information
June 30, 2024
City of Monte Sereno

CITY OF MONTE SERENO

GENERAL FUND

STATEMENT OF REVENUES, EXPENDITURES

AND CHANGES IN FUND BALANCE

BUDGET AND ACTUAL
FOR THE YEAR ENDED JUNE 30, 2024
Variance with
Budgeted Amounts Final Budget
Positive
Original Final Actual (Negative)

REVENUES
Property taxes $2,755,000 $2,755,000 $2,778,341 $23,341 Sales taxes 9,000 9,000 7,683 (1,317)
Franchise fees 342,400 342,400 470,025 127,625
Real property transfer tax 106,900 106,900 77,906 (28,994) License and permits 739,000 739,000 714,874 (24,126)
Fines and penalities 2,100 2,100 7,412 5,312
Investment earnings 97,500 97,500 219,724 122,224
Intergovernmental/other agencies 884,666 884,666 7,096 (877,570) Other revenue 177,500 177,500 283,339 105,839
Total Revenues 5,114,066 5,114,066 4,566,400 (547,666)

EXPENDITURES
Current:

General government 4,226,962 4,226,962 3,352,260 874,702 Public safety 12,500 12,500 102,165 (89,665)
Public works 34,000 34,000 3,703 30,297
Community development 20,000 20,000 97,024 (77,024)
Capital outlay 500,000 500,000 500,000
Total Expenditures 4,793,462 4,793,462 3,555,152 1,238,310

EXCESS OF REVENUES
OVER EXPENDITURES 320,604 320,604 1,011,248 690,644

OTHER FINANCING SOURCES (USES)
Transfers in
Transfers (out) (305,198) (305,198)
Total Other Financing Sources (Uses) (305,198) (305,198) NET CHANGE IN FUND BALANCE $320,604 $320,604 706,050 $385,446 Fund balance at beginning of year 5,276,936
FUND BALANCE AT END OF YEAR $5,982,986
40

CITY OF MONTE SERENO

LAW ENFORCEMENT FUND

STATEMENT OF REVENUES, EXPENDITURES

AND CHANGES IN FUND BALANCE

BUDGET AND ACTUAL
FOR THE YEAR ENDED JUNE 30, 2024
Variance with
Budgeted Amounts Final Budget
Positive
Original Final Actual (Negative)

REVENUES
Property taxes $89,000 $89,000 $188,023 $99,023
Intergovernmental/other agencies 100,000 100,000 186,159 86,159 Total Revenues 189,000 189,000 374,182 185,182

EXPENDITURES
Current:

General government 82,940 (82,940)
Public safety 1,192,665 1,192,665 1,315,732 (123,067)
Total Expenditures 1,192,665 1,192,665 1,398,672 (206,007)

EXCESS OF REVENUES
OVER EXPENDITURES (1,003,665) (1,003,665) (1,024,490) (20,825)

OTHER FINANCING SOURCES (USES)
Transfers in 822,185 822,185
Transfers (out)
Total Other Financing Sources 822,185 822,185
NET CHANGE IN FUND BALANCE ($1,003,665) ($1,003,665) (202,305) $801,360 Fund balance at beginning of year 168,464
FUND BALANCE AT END OF YEAR ($33,841)
41

CITY OF MONTE SERENO

ROADWAY AND STREET FUND

STATEMENT OF REVENUES, EXPENDITURES

AND CHANGES IN FUND BALANCE

BUDGET AND ACTUAL
FOR THE YEAR ENDED JUNE 30, 2024
Variance with
Budgeted Amounts Final Budget
Positive
Original Final Actual (Negative)

REVENUES
Gasoline taxes $185,000 $185,000 $179,589 ($5,411)
Investment earnings 3,000 3,000 6,870 3,870
Total Revenues 188,000 188,000 186,459 (1,541)

EXPENDITURES
Current:

General government 3,000 3,000 2,926 74
Public works 426,700 426,700 175,314 251,386
Total Expenditures 429,700 429,700 178,240 251,460

EXCESS OF REVENUES
OVER EXPENDITURES (241,700) (241,700) 8,219 249,919

OTHER FINANCING SOURCES (USES)
Transfers in
Transfers (out) (364,756) (364,756)
Total Other Financing Sources (Uses) (364,756) (364,756) NET CHANGE IN FUND BALANCE ($241,700) ($241,700) (356,537) ($114,837) Fund balances at beginning of year 502,677
FUND BALANCE AT END OF YEAR $146,140
42

CITY OF MONTE SERENO
MISCELLANEOUS PLAN – COST-SHARING MULTIPLE-EMPLOYER DEFINED PENSION PLAN

SCHEDULE OF THE PROPORTIONATE SHARE OF THE NET PENSION LIABILITY/ (ASSET) AS OF JUNE 30, FOR THE LAST TEN FISCAL YEARS
Measurement Date 6/30/2014 6/30/2015 6/30/2016 6/30/2017 6/30/2018 6/30/2019 6/30/2020 6/30/2021 6/30/2022 6/30/2023Plan's Proportion of the Net Pension Liability (Asset) 0.01204% 0.01091% 0.01124% 0.00518% 0.00424% 0.01321% 0.01579% -0.04568% 0.00402% 0.00713% Plan's Proportionate Share of the Net Pension Liability (Asset) $749,395 $748,563 $972,944 $513,753 $408,507 $528,780 $666,025 -$867,343 $188,003 $356,553Plan's Covered Payroll $713,447 $723,056 $673,336 $672,548 $774,294 $903,345 $841,740 $806,851 $953,625 $947,329Plan's Proportionate Share of the Net Pension Liability (Asset) as a Percentage of it's Covered Payroll 105.04% 103.53% 144.50% 76.39% 52.76% 58.54% 79.12% -107.50% 19.71% 37.64%Plan’s Fiduciary Net Position as a Percentage of the Total Pension Liability 79.82% 78.40% 74.06% 73.31% 75.26% 75.26% 75.10% 88.29% 76.68% 76.21% Miscellaneous Plan
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CITY OF MONTE SERENO
MISCELLANEOUS PLAN – COST-SHARING MULTIPLE-EMPLOYER DEFINED PENSION PLAN

SCHEDULE OF PENSION CONTRIBUTIONS
AS OF JUNE 30, FOR THE LAST TEN FISCAL YEARS
Miscellaneous Plan
Fiscal Year 2015 2016 2017 2018 2019Actuarially determined contribution $111,286 $121,561 $667,968 $59,622 $79,188Contributions in relation to the actuarially determined contributions (111,286) (121,561) (667,968) (59,622) (79,188)Contribution deficiency (excess)Covered payroll $723,056 $673,336 $672,548 $774,294 $903,345Contributions as a percentage of covered payroll 15.39% 18.05% 99.32% 7.70% 8.77%Valuation date: 6/30/2013 6/30/2014 6/30/2015 6/30/2016 6/30/2017Fiscal Year 2020 2021 2022 2023 2024Actuarially determined contribution $93,864 $125,384 $82,134 $78,418 $117,287Contributions in relation to the actuarially determined contributions (93,864) (813,146) (82,134) (78,418) (117,287)Contribution deficiency (excess) ($687,762)Covered payroll $841,740 $806,851 $953,625 $947,329 $1,369,434Contributions as a percentage of covered payroll 11.15% 15.54% 8.61% 8.28% 8.56%Valuation date: 6/30/2018 6/30/2019 6/30/2020 6/30/2021 6/30/2021Notes to ScheduleMethods and assumptions used to determine contribution rates:Actuarial cost method Entry age normalAmortization method Level percentage of payroll, closedRemaining amortization period 30 yearsAsset valuation method 5-year smoothed marketInflation 2.30%Salary increases Varies by Entry Age and ServiceInvestment rate of return 6.90%, net of pension plan investment and administrative expenses, including inflation Miscellaneous Plan
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CITY OF MONTE SERENO

SCHEDULE OF CHANGES IN TOTAL OTHER POST EMPLOYMENT BENEFITS

LIABILITY AND RELATED RATIOS
AS OF JUNE 30, FOR THE LAST TEN FISCAL YEARS *
Measurement Date 2018 2019 2020 2021 2022 2023 2024Total OPEB Liability (TOL)Service Cost $97,527 $94,841 $105,142 $139,568 $112,123 $86,788 $94,662 Interest on the total OPEB Liability 25,244 30,267 33,454 29,175 18,555 27,368 33,446 Changes in benefit terms
Differences between expected and actual experience (467,951) 30,728Changes of assumptions (33,667) 49,469 212,695 (102,474) (153,791) 31,328 (36,846) Benefit Payments (11,211) (7,732) (14,591) (28,152) (35,827) (39,159) (42,560) Net change in total OPEB liability 77,893 166,845 336,700 (429,834) (58,940) 137,053 48,702Total OPEB liability - beginning 613,233 691,126 857,971 1,194,671 764,837 705,897 842,950Total OPEB liability - ending (a) $691,126 $857,971 $1,194,671 $764,837 $705,897 $842,950 $891,652Covered payroll $774,294 $903,345 $841,740 $806,851 $957,255 $906,889 $774,294 TOL as a percentage of covered employee payroll 89.26% 94.98% 141.93% 94.79% 73.74% 92.95% 115.16% Notes to Schedule:* Fiscal year 2018 was the first year of implementation.Historical information is required only for measurement periods for which GASB 75 is applicable. Future year's information will be displayed up to 10 years as information becomes available. 45

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City of Monte Sereno
Note to Budgetary Information
For the Year Ended June 30, 2024
Budgets are adopted on a basis consistent with accounting principles generally accepted in the United States of America. An annual budget is adopted by the City Council before the fiscal year beginning July

1. As part of the budget process, all City departments submit budget requests for the next fiscal year.

These requests are reviewed, and the City Manager prepares a recommended budget showing estimated revenues and expenditures of the City. The proposed budget available to the public for review and comment, and City Council reviews and discusses the proposed budget. Any new appropriation or appropriation transfer between funds or department requires approval by the City Council. During the fiscal year, the City Manager may proposed mid-year changes to the budget, which must be approved by City Council. Expenditures may not legally exceed appropriations at the fund level. The Budgetary Comparison Schedules present both the original adopted and the final budget with all amendments.

The City had the following funds with expenditures in excess of appropriations for the year ended June 30, 2024:

Negative
Budgeted Amount Actual Variance with
Expenditure Final Amount Final Budget
Law Enforcement Fund 1,192,665 1,315,732 (123,067)
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Supplementary Information
June 30, 2024
City of Monte Sereno

CITY OF MONTE SERENO

NON-MAJOR GOVERNMENTAL FUNDS

COMBINING BALANCE SHEETS
JUNE 30, 2024
Total
Loma Serena Rose Andrews Storm Non-Major
Street Lighting Street Lighting Drainage Governmental
Fund Fund Fund Funds
ASSETS
Cash and investments available for operations $6,751 $21,000 $27,751 Accounts receivable 5 5
Total Assets $6,756 $21,000 $27,756

LIABILITIES
Due to other funds $75,658 $75,658
Total Liabilities 75,658 75,658

FUND BALANCES
Restricted (68,902) $21,000 (47,902)
Total Fund Balance (68,902) 21,000 (47,902)
Total Liabilities and Fund Balances $6,756 $21,000 $27,756 50

CITY OF MONTE SERENO

NON-MAJOR GOVERNMENTAL FUNDS

COMBINING STATEMENTS OF REVENUES, EXPENDITURES

AND CHANGES IN FUND BALANCES
FOR THE YEAR ENDED JUNE 30, 2024
Total
Loma Serena Rose Andrews Storm Non -Major
Street Lighting Street Lighting Drainage Governmental
Fund Fund Fund Funds

REVENUES
Property taxes $2,409 $2,409
Other revenue $14,166 14,166
Total Revenues 2,409 14,166 16,575

EXPENDITURES
Current:

Public Works & Engineering 2,474 $651 11,940 15,065
Capital outlay
Total Expenditures 2,474 651 11,940 15,065

EXCESS (DEFICIENCY) OF REVENUES
OVER EXPENDITURES (65) (651) 2,226 1,510

OTHER FINANCING SOURCES (USES)
Transfers in 612 612
Transfers (out) (81,093) (71,750) (152,843)
Total Other Financing Sources (Uses) (81,093) 612 (71,750) (152,231) NET CHANGE IN FUND BALANCES (81,158) (39) (69,524) (150,721) Fund balances (deficits) at beginning of year 12,256 39 90,524 102,819 FUND BALANCES AT END OF YEAR ($68,902) $21,000 ($47,902) 51

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INDEPENDENT AUDITOR’S REPORT ON

INTERNAL CONTROL OVER FINANCIAL REPORTING

AND ON COMPLIANCE AND OTHER MATTERS BASED ON AN

AUDIT OF FINANCIAL STATEMENTS PERFORMED IN ACCORDANCE

WITH GOVERNMENT AUDITING STANDARDS
To the Honorable Members of the City Council
City of Monte Sereno, California
We have audited, in accordance with the auditing standards generally accepted in the United States of America and the standards applicable to financial audits contained in Government Auditing Standards issued by the Comptroller General of the United States, the basic financial statements of the City of Monte Sereno, California, as of and for the year ended June 30, 2024, and have issued our report thereon dated July 31, 2025.

Report on Internal Control over Financial Reporting
In planning and performing our audit of the financial statements, we considered the City’s internal control over financial reporting (internal control) as a basis for designing audit procedures that are appropriate in the circumstances for the purpose of expressing our opinions on the financial statements, but not for the purpose of expressing an opinion on the effectiveness of the City’s internal control. Accordingly, we do not express an opinion on the effectiveness of the City’s internal control.

A deficiency in internal control exists when the design or operation of a control does not allow management or employees, in the normal course of performing their assigned functions, to prevent, or detect and correct, misstatements on a timely basis. A material weakness is a deficiency, or a combination of deficiencies, in internal control, such that there is a reasonable possibility that a material misstatement of the City’s financial statements will not be prevented, or detected and corrected on a timely basis. A significant deficiency is a deficiency, or a combination of deficiencies, in internal control that is less severe than a material weakness, yet important enough to merit attention by those charged with governance.

Our consideration of internal control was for the limited purpose described in the first paragraph of this section and was not designed to identify all deficiencies in internal control that might be material weaknesses or significant deficiencies and therefore, material weaknesses or significant deficiencies may exist that were not identified. We identified certain deficiencies in internal control that we consider to be material weaknesses as listed on the Schedule of Material Weaknesses included as part of our separately issued Memorandum on Internal Control dated July 31, 2025, which is an integral part of our audit and should be read in conjunction with this report.

Report on Compliance and Other Matters
As part of obtaining reasonable assurance about whether the City’s financial statements are free from material misstatement, we performed tests of its compliance with certain provisions of laws, regulations, contracts, and grant agreements, noncompliance with which could have a direct and material effect on the financial statements. However, providing an opinion on compliance with those provisions was not an objective of our audit, and accordingly, we do not express such an opinion. 53

The results of our test disclosed no instance of noncompliance that are required to be reported under Government Auditing Standards.

We have also issued a separate Memorandum on Internal Control dated July 31, 2025 which is an integral part of our audit and should be read in conjunction with this report.

Purpose of this Report
The purpose of this report is solely to describe the scope of our testing of internal control and compliance and the results of that testing, and not to provide an opinion on the effectiveness of the City’s internal control or on compliance. This report is an integral part of an audit performed in accordance with Government Auditing Standards in considering the City’s internal control and compliance. Accordingly, this communication is not suitable for any other purpose.

Pleasant Hill, California
July 31, 2025
54

CITY OF MONTE SERENO

REQUIRED COMMUNICATIONS

FOR THE YEAR ENDED
JUNE 30, 2024

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CITY OF MONTE SERENO

REQUIRED COMMUNICATIONS
For the Year Ended June 30, 2024
Table of Contents
Page
Required Communications .................................................................................................................. 1 Significant Audit Matters:

Qualitative Aspects of Accounting Practices ..................................................................... 1 Difficulties Encountered in Performing the Audit ............................................................. 2 Corrected and Uncorrected Misstatements ........................................................................ 2 Disagreements with Management ...................................................................................... 2 Management Representations .............................................................................................. 2 Management Consultations with Other Independent Accountants ................................... 2 Other Audit Findings or Issues ............................................................................................ 2 Other Matters .............................................................................................................................. 3

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REQUIRED COMMUNICATIONS
To the City Council of
the City of Monte Sereno, California
We have audited the basic financial statements of the City of Monte Sereno (City), California, for the year ended June 30, 2024. Professional standards require that we provide you with information about our responsibilities under generally accepted auditing standards and Government Auditing, as well as certain information related to the planned scope and timing of our audit. We have communicated such information orally during our discussion with the City Manager on January 13, 2025. Professional standards also require that we communicate to you the following information related to our audit.

Significant Audit Matters
Qualitative Aspects of Accounting Practices
Accounting Policies – Management is responsible for the selection and use of appropriate accounting policies. The significant accounting policies used by the City are described in Note 2 to the financial statements. No new accounting policies were adopted, and the application of existing policies was not changed during the year.

Unusual Transactions, Controversial or Emerging Areas – We noted no transactions entered into by the City during the year for which there is a lack of authoritative guidance or consensus. All significant transactions have been recognized in the financial statements in the proper period.

Accounting Estimates – Accounting estimates are an integral part of the financial statements prepared by management and are based on management’s knowledge and experience about past and current events and assumptions about future events. Certain accounting estimates are particularly sensitive because of their significance to the financial statements and because of the possibility that future events affecting them may differ significantly from those expected. The most sensitive estimates affecting the City’s financial statements were:

Estimated Net Pension Liabilities and Pension-Related Deferred Outflows and Inflows of Resources: Management’s estimate of the net pension liabilities and deferred outflows/inflows of resources are disclosed in Note 6 to the financial statements and are based on accounting valuations determined by the California Public Employees Retirement System, which are based on the experience of the City. We evaluated the key factors and assumptions used to develop the estimates and determined that they are reasonable in relation to the basic financial statements taken as a whole.

Estimated Total OPEB Liabilities and OPEB–Related Deferred Outflows and Inflows of Resources: Management’s estimate of the Total OPEB liabilities and deferred outflows/inflows of resources are disclosed in Note 7 to the financial statements and are based on actuarial studies determined by a consultant, which are based on the experience of the City. We evaluated the key factors and assumptions used to develop the estimate and determined that it is reasonable in relation to the basic financial statements taken as a whole.
1

Estimate of Depreciation: Management’s estimate of the depreciation is based on useful lives determined by management. These lives have been determined by management based on the expected useful life of assets as disclosed in Note 2 to the financial statements. We evaluated the key factors and assumptions used to develop the depreciation estimate and determined that it is reasonable in relation to the basic financial statements taken as a whole.

Disclosures – The financial statement disclosures are neutral, consistent, and clear.

Difficulties Encountered in Performing the Audit
We encountered no significant difficulties in dealing with management in performing and completing our audit.

Corrected and Uncorrected Misstatements
Professional standards require us to accumulate all known and likely misstatements identified during the audit, other than those that are clearly trivial, and communicate them to the appropriate level of management. Management has corrected all such misstatements. In addition, none of the misstatements detected as a result of audit procedures and corrected by management were material, either individually or in the aggregate, to each opinion unit’s financial statements taken as a whole.

Professional standards require us to accumulate all known and likely uncorrected misstatements identified during the audit, other than those that are trivial, and communicate them to the appropriate level of management. We have no such misstatements to report to the City Council.

Disagreements with Management
For purposes of this letter, a disagreement with management is a financial accounting, reporting, or auditing matter, whether or not resolved to our satisfaction, that could be significant to the financial statements or the auditor’s report. We are pleased to report that no such disagreements arose during the course of our audit.

Management Representations
We have requested certain representations from management that are included in a management representation letter dated July 31, 2025.

Management Consultations with Other Independent Accountants In some cases, management may decide to consult with other accountants about auditing and accounting matters, similar to obtaining a “second opinion” on certain situations. If a consultation involves application of an accounting principle to the City’s financial statements or a determination of the type of auditor’s opinion that may be expressed on those statements, our professional standards require the consulting accountant to check with us to determine that the consultant has all the relevant facts. To our knowledge, there were no such consultations with other accountants.

Other Audit Findings or Issues
We generally discuss a variety of matters, including the application of accounting principles and auditing standards, with management each year prior to retention as the City’s auditors. However, these discussions occurred in the normal course of our professional relationship and our responses were not a condition to our retention.
2

Other Matters
We applied certain limited procedures to the required supplementary information that accompanies and supplements the basic financial statements. Our procedures consisted of inquiries of management regarding the methods of preparing the information and comparing the information for consistency with management’s responses to our inquiries, the basic financial statements, and other knowledge we obtained during our audit of the basic financial statements. We did not audit the required supplementary information and do not express an opinion or provide any assurance on the required supplementary information.

We were engaged to report on the supplementary information that accompanies the financial statements, but is not required supplementary information. With respect to this supplementary information, we made certain inquiries of management and evaluated the form, content, and methods of preparing the information to determine that the information complies with accounting principles generally accepted in the United States of America, the method of preparing it has not changed from the prior period, and the information is appropriate and complete in relation to our audit of the financial statements. We compared and reconciled the supplementary information to the underlying accounting records used to prepare the financial statements or to the financial statements themselves.
******
This information is intended solely for the use of City Council and management and is not intended to be, and should not be, used by anyone other than these specified parties.

Pleasant Hill, California
July 31, 2025
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CITY OF MONTE SERENO

MEMORANDUM ON INTERNAL CONTROL
FOR THE YEAR ENDED JUNE 30, 2024

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CITY OF MONTE SERENO

MEMORANDUM ON INTERNAL CONTROL
FOR THE YEAR ENDED JUNE 30, 2024
Table of Contents
Page
Memorandum on Internal Control ................................................................................................................... 1 Schedule of Material Weaknesses ........................................................................................................... 3 Schedule of Significant Deficiencies ....................................................................................................... 7 Schedule of Other Matters ....................................................................................................................... 9 Current Status of Prior Year Material Weaknesses ............................................................................... 11

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MEMORANDUM ON INTERNAL CONTROL
To the City Council of
the City of Monte Sereno, California
In planning and performing our audit of the basic financial statements of the City of Monte Sereno (City) as of and for the year ended June 30, 2024, in accordance with auditing standards generally accepted in the United States of America, we considered the City’s internal control over financial reporting (internal control) as a basis for designing audit procedures that are appropriate in the circumstances for the purpose of expressing our opinions on the financial statements, but not for the purpose of expressing an opinion on the effectiveness of the City’s internal control. Accordingly, we do not express an opinion on the effectiveness of the City’s internal control.

Our consideration of internal control was for the limited purpose described in the preceding paragraph and was not designed to identify all deficiencies in internal control that might be material weaknesses or significant deficiencies and, therefore material weaknesses or significant deficiencies may exist that were not identified. In addition, because of inherent limitations in internal control, including the possibility of management override of controls, misstatements due to error or fraud may occur and not be detected by such controls. However, as discussed below, we identified certain deficiencies in internal control that we consider to be material weaknesses and other deficiencies that we consider to be significant deficiencies.

A deficiency in internal control exists when the design or operation of a control does not allow management or employees, in the normal course of performing their assigned functions, to prevent, or detect and correct, misstatements on a timely basis. A material weakness is a deficiency, or a combination of deficiencies, in internal control, such that there is a reasonable possibility that a material misstatement of the City’s financial statements will not be prevented, or detected and corrected, on a timely basis. We consider the deficiencies in internal control included on the Schedule of Material Weaknesses to be material weaknesses.

A significant deficiency is a deficiency, or a combination of deficiencies, in internal control that is less severe than a material weakness, yet important enough to merit attention by those charged with governance. We consider the deficiencies in internal control included on the Schedule of Significant Deficiencies to be significant deficiencies.

Included in the Schedule of Other Matters are recommendations not meeting the above definitions that we believe are opportunities for strengthening internal controls and operating efficiency.

Government Auditing Standards require the auditor to perform limited procedures on the City’s response to the findings identified in our audit and described in the accompanying Schedules and Current Status of Prior Year Material Weaknesses. The City’s response was not subjected to the other auditing procedures applied in the audit of the financial statements and, accordingly, we express no opinion on the response. 1

This communication is intended solely for the information and use of management, City Council, others within the organization, and agencies and pass-through entities requiring compliance with Government Auditing Standards, and is not intended to be and should not be used by anyone other than these specified parties.

Pleasant Hill, California
July 31, 2025
2

CITY OF MONTE SERENO

MEMORANDUM ON INTERNAL CONTROL

SCHEDULE OF MATERIAL WEAKNESSES
2024-01: Pervasive Internal Control Weaknesses Show Insufficient Accounting Resources and Management Thereof
Criteria: For the City to have effective internal controls over financial reporting, it must have accounting resources with sufficient competence to execute accounting duties, maintain financial records and prepare reliable financial statements in accordance with U.S. GAAP, and must be managed appropriately.

Condition: As described in this Schedule of Internal Control Weaknesses, the audit identified numerous and widespread internal control weaknesses across the most fundamental areas of the City’s financial operations. These include a failure to record transactions and perform bank and investment reconciliations, an inability to prepare budgets on a fund basis, and a failure to record prior-year audit adjustments, which is a basic year-end function. The culmination of these issues resulted in delays in basic month-end close procedures and the identification of errors during the financial statement audit process that required material adjustments.

Cause: The pervasive nature of these deficiencies stems from a failure to remediate known issues. The City did not require the development and implementation of basic written policies for critical areas such as journal entries, procurement, or budgeting. Further, the requirement to implement GASB 96 was detailed in prior internal control reports yet staff chose not to allocate time or effort to address it.

Effect: The sheer volume and fundamental nature of these control failures create a reasonable possibility that a material misstatement in the City’s financial statements in accordance with U.S. GAAP will not be prevented, or detected and corrected, thereby impairing the City’s ability to produce accurate, reliable, and timely financial information. This lack of competence has led to direct financial consequences, including as a direct result of failed budgetary controls $164,775 in fees for corrected parcel tax bills in Fiscal 2024 and 2025.

Recommendation: The City should establish formal, written policies and procedures to address internal control weaknesses in all critical areas within the City’s accounting department. 2024-02: Audit Adjustments for Fiscal 2023
Criteria: Audit adjustments should be recorded in the general ledger immediately upon completion of the prior year’s audit to ensure the fiscal year is closed property. This allows the opening balances of the new fiscal year to agree with the audited financial statements.

Condition: Information provided by City staff for the Fiscal Year 2024 audit did not include the audit adjustments provided by auditors upon completion of the Fiscal Year 2023 audit.

Cause: Staff asked for clarification and confirmation of the audit adjustments and ultimately did not record the adjustments in the general ledger.

Effect: The failure to record the Fiscal Year 2023 audit adjustments prevented the accurate preparation of financial information for Fiscal Year 2024.

Recommendation: The City must record all audit adjustments for Fiscal 2024 and implement a formal procedure to immediately close the books, ensuring that the opening balances for the subsequent year agree to the audited financial statements.
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CITY OF MONTE SERENO

MEMORANDUM ON INTERNAL CONTROL

SCHEDULE OF MATERIAL WEAKNESSES
2024-03: Timely Transaction Recording and Reconciliation Criteria: To ensure all transactions are recorded and to form a reliable basis for financial reporting, financial transactions should be recorded in the general ledger in a timely manner, which then allows for the reconciliation of bank and investment accounts.

Condition: During the audit, we noted that bank and investment accounts were not reconciled because financial transactions were not being recorded in the general ledger.

Cause: City staff did not record transactions in the general ledger.

Effect: The recording of financial transactions is a fundamental basis for internal control. A key internal control, the monthly reconciliation of bank and investment accounts, could not be performed.

Recommendation: The City should establish and follow formal month-end closing policies and procedures to ensure all transactions are recorded in the general ledger on a timely basis, which will permit the reconciliation of all bank and investment accounts. 2024-04: Written Policies and Procedures for Journal Entries Criteria: Journal entries should be prepared with appropriate supporting documentation and be subject to review and approval to identify potential errors in amount or classification. Entries must be posted to the correct period to ensure financial reporting accuracy.

Condition: We observed that the City does not have written policies and procedures for the creation, review and posting of journal entries.

Cause: Written policies and procedures were not prepared, even with a full-time Director of Finance.

Additionally, the City Manager did not require written policies or procedures related to finance.

Effect: The lack of documented procedures exposes the City to significant risks, including inaccurate financial reporting and unauthorized entries. Without these rules, employees could create inappropriate entries to misappropriate assets, such as moving funds to a fraudulent vendor account. It can lead to material misstatements by misclassifying revenues or misstating assets and liabilities, thereby providing a false picture of the City’s financial condition and health.

Recommendation: The City should establish formal, written policies and procedures for journal entries. 4

CITY OF MONTE SERENO

MEMORANDUM ON INTERNAL CONTROL

SCHEDULE OF MATERIAL WEAKNESSES
2024-05: Journal Entry Descriptions
Criteria: A critical element of internal control is a clear and complete audit trail. Journal entries should have standardized, descriptive explanations that allow a reviewer to understand the transaction’s business purpose and propriety without extensive research, ensuring transparency and reliability as required by GASB.

Condition: Journal entry descriptions were observed to be inconsistent, particularly when different staff created and posted them.

Cause: The City lacks a defined standard for journal entry descriptions, forcing staff to use their own judgment, which leads to variation in quality. This was compounded by a lack of staff understanding regarding the importance of a permanent audit trail. Also, it appears that the City Manager did not require the development of standard journal entries.

Effect: Inconsistent descriptions introduce ambiguity and inefficiency that can conceal errors and complicate financial management. It hinders effective review, making it more likely for inappropriate entries to go unnoticed and slowing the month-end closing process. It also makes it more difficult to investigate potential fraud, as vague descriptions can be used to hide unauthorized transactions. This condition weakens the overall internal control environment and hinders financial analysis and oversight.

Recommendation: The City should develop and require the use of standard journal entry descriptions. 2024-06: Timeliness for Completion of Audit
Criteria: Well-managed organizations should develop a plan to ensure that adequate resources will remain available in the event of employee departures and the potential impact of unexpected events. Part of that is ensuring there are resources available to be utilized on short notice to fill gaps in key positions, especially in the Finance Department. These resources need to be in place throughout the fiscal year to ensure accounting processes and procedures continue and allow time for the analysis of account balances and activities.

Condition: The City’s basic financial statements for the year ended June 30, 2024 were not completed until July 2025.

Cause: Due to the City’s staff turnover, the City was not able to prepare and complete recording financial activities for the audit timely.

Effect: As a result, there were significant delays in the completion of the audit, which increases the risk that errors or misstatements may go undetected by staff and corrections may not be made in a timely manner. Audit effort was substantially increased due to the delay and coordination.

Recommendation: The City should analyze staff and other resources for backup plans to ensure that the financial data is processed properly and timely during staffing transitions and unexpected events. 5

CITY OF MONTE SERENO

MEMORANDUM ON INTERNAL CONTROL

SCHEDULE OF MATERIAL WEAKNESSES
2024-07: Budgets Not Prepared on a Proper Fund Basis
Criteria: For internal control purposes, the City’s budgets must be prepared on a fund basis, using the same accounting principles as the fund itself.

Condition: During our audit, we had to reconcile from the budgets prepared by the City to each of the funds reported on.

Cause: City staff did not follow standard fund accounting procedures, and no documentation was maintained on how to prepare the budgets.

Effect: Meaningful comparison of actual results to budget could not, and was not, completed.

Recommendation: The City should prepare its budgets for each individual fund. 2024-08: Errors in Parcel Taxes for Police Services
Criteria: A fundamental internal control is the preparation of an accurate budget for recurring and predictable financial items. Comparing actual results to the budget allows for timely investigation of variances. The City’s parcel tax revenue is highly stable and predictable, making it a straightforward item to budget and monitor.

Condition: The City incorrectly requested its parcel tax from the County Assessor for two consecutive years. This error required the County to issue 1,259 corrected tax bills in Fiscal 2024 and 1,276 in Fiscal 2025. The County charged the City $65.00 for each correction, resulting in total fees of $164,775 over the two years.

Cause: Staff failed to budget its most stable revenue source accurately. This was compounded by a failure to perform budget-to-actual variance analysis, which would have promptly identified the significant revenue shortfall. Although staff made the clerical error, the City Manager was responsible for internal controls that would identify the error.

Effect: This internal control failure resulted in a direct financial loss to the City of $164,775 in unnecessary correction fees. Since the error was not detected and resolved in Fiscal 2024, the same costly mistake was repeated in Fiscal 2025, indicating a systemic breakdown in a basic budgetary control.

Recommendation: The City should implement procedures to ensure budget accuracy, particularly for stable revenue sources. Furthermore, management must enforce a requirement to perform monthly budget-to-actual variance analysis and to investigate and resolve significant discrepancies in a timely manner.
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CITY OF MONTE SERENO

MEMORANDUM ON INTERNAL CONTROL

SCHEDULE OF SIGNIFICANT DEFICIENCIES
2024-09: Preparation and Presentation of Monthly Financial Results Criteria: Timely financial results should be prepared and presented to City Council for oversight. The most recent financial report for the month ended May 31, 2024, was submitted to City Council for their meeting on August 20, 2024.

Condition: We noted that monthly financial results were not submitted to City Council.

Cause: Staff did not have any desk procedures, monthly close procedures, and did not use the financial reporting software to process transactions.

Effect: Without monthly financial results, City Council is not aware of the financial results of the City.

This failure creates an opportunity for financial fraud to go undetected.

Recommendation: The City should prepare timely financial information for management, and present that financial information to City Council for their review and acceptance. 2024-10: Warrant Lists
Criteria: City Council reviews and approves warrant lists prior to the City Manager signing checks. The warrant lists presented to City Council are prepared in Excel and not prepared by the City’s financial software.

Condition: Staff does not use functionality within the City’s financial reporting software to prepare the warrant lists. Instead, staff use Excel spreadsheets to prepare and present warrant lists to City Council.

Cause: Staff does not use the functionality within the City’s financial reporting software to prepare the warrant lists.

Effect: While the Excel-based warrant lists may be accurate, the City is bypassing a fundamental internal control that could prevent unauthorized payments to be made.

Recommendation: All warrant lists should be prepared by the financial accounting software used by the City.
7

CITY OF MONTE SERENO

MEMORANDUM ON INTERNAL CONTROL

SCHEDULE OF SIGNIFICANT DEFICIENCIES
2024-11: Procurement
Criteria: All purchases made by staff should follow the City’s procurement regulations.

Condition: We observed purchase of goods and services were made that did not follow the City’s procurement regulations.

Cause: Staff chose not to follow the City’s procurement regulations and there was no management control to require such procurement regulations to be followed.

Effect: Failure to comply with procurement regulations could result in financial losses for the City.

Recommendation: The City should develop, implement and enforce written procurement policies and procedures.
2024-12: Subscription-Based Information Technology Arrangements Criteria: Generally accepted accounting principles require governments with subscription-based information technology arrangements (SBITAs) to follow GASB 96.

Condition: The City has a multiple SBITAs but has not accounted for them as required by GASB 96. In our report to the City for Fiscal 2023, we included detailed information on GASB 96.

Cause: Staff did not allocate time or effort to understand, analyze or document the potential impact of SBITAs on the City’s financial statements.

Effect: While the amounts may not be material in any one year, the cumulative impact is increasing. With the new cloud-based financial accounting software being implemented, this could cause a material error in Fiscal 2025.

Recommendation: The City should classify its software subscriptions in a separate account, and then analyze its software subscriptions to ensure compliance with GASB 96. 8

CITY OF MONTE SERENO

MEMORANDUM ON INTERNAL CONTROL

SCHEDULE OF OTHER MATTERS
2024:13: NEW GASB PRONOUNCEMENTS OR PRONOUNCEMENTS NOT YET EFFECTIVE The following comment represents new pronouncements taking affect in the next few years. We have cited them here to keep you informed of developments:

EFFECTIVE FISCAL YEAR 2024/25:

GASB 101 – Compensated Absences
The objective of this Statement is to better meet the information needs of financial statement users by updating the recognition and measurement guidance for compensated absences. That objective is achieved by aligning the recognition and measurement guidance under a unified model and by amending certain previously required disclosures.

Recognition And Measurement
This Statement requires that liabilities for compensated absences be recognized for (1) leave that has not been used and (2) leave that has been used but not yet paid in cash or settled through noncash means. A liability should be recognized for leave that has not been used if (a) the leave is attributable to services already rendered, (b) the leave accumulates, and (c) the leave is more likely than not to be used for time off or otherwise paid in cash or settled through noncash means. Leave is attributable to services already rendered when an employee has performed the services required to earn the leave. Leave that accumulates is carried forward from the reporting period in which it is earned to a future reporting period during which it may be used for time off or otherwise paid or settled. In estimating the leave that is more likely than not to be used or otherwise paid or settled, a government should consider relevant factors such as employment policies related to compensated absences and historical information about the use or payment of compensated absences. However, leave that is more likely than not to be settled through conversion to defined benefit postemployment benefits should not be included in a liability for compensated absences.

This Statement requires that a liability for certain types of compensated absences—including parental leave, military leave, and jury duty leave—not be recognized until the leave commences. This Statement also requires that a liability for specific types of compensated absences not be recognized until the leave is used.

This Statement also establishes guidance for measuring a liability for leave that has not been used, generally using an employee’s pay rate as of the date of the financial statements. A liability for leave that has been used but not yet paid or settled should be measured at the amount of the cash payment or noncash settlement to be made. Certain salary-related payments that are directly and incrementally associated with payments for leave also should be included in the measurement of the liabilities.

With respect to financial statements prepared using the current financial resources measurement focus, this Statement requires that expenditures be recognized for the amount that normally would be liquidated with expendable available financial resources.
9

CITY OF MONTE SERENO

MEMORANDUM ON INTERNAL CONTROL

SCHEDULE OF OTHER MATTERS
GASB 101 – Compensated Absences (Continued)
Notes To Financial Statements
This Statement amends the existing requirement to disclose the gross increases and decreases in a liability for compensated absences to allow governments to disclose only the net change in the liability (as long as they identify it as a net change). In addition, governments are no longer required to disclose which governmental funds typically have been used to liquidate the liability for compensated absences.

How the Changes in this Statement Will Improve Financial Reporting The unified recognition and measurement model in this Statement will result in a liability for compensated absences that more appropriately reflects when a government incurs an obligation. In addition, the model can be applied consistently to any type of compensated absence and will eliminate potential comparability issues between governments that offer different types of leave.

The model also will result in a more robust estimate of the amount of compensated absences that a government will pay or settle, which will enhance the relevance and reliability of information about the liability for compensated absences.
10

CITY OF MONTE SERENO

MEMORANDUM ON INTERNAL CONTROL

CURRENT STATUS OF PRIOR YEAR MATERIAL WEAKNESSES
2023-01: Treasurer’s Report to City Council
Criteria: The Treasurer’s Report is an important element of the City’s internal control structure. In order to be an effective control, reconciliations should be completed as soon as reasonably possible after each month-end, usually within 30-45 days of receipt of statements, and subsequently reviewed for accuracy.

Errors and un-reconciled differences should be researched, understood and corrected immediately, so as to prevent additional errors and a decrease in efficiency.

Condition: During our audit we noted that the January 2023 Treasurer’s Report was not submitted to the City Council until April 2023. The June 30, 2023 Treasurer’s Report was not submitted to the City Council until October 2023.

Cause: The City is behind on submitting the Treasurer’s Report.

Effect: Without timely completion of the Treasurer’s Report, the City Council is not made aware of the current investment position of the City.

Recommendation: The City should consider performing investment account reconciliations on a more frequent basis.

Current Status: See MOIC 2024-01
11

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STAFF REPORT
Meeting: City Council - Aug 05 2025
Agenda Heading: CONSENT CALENDAR
Staff Contact: Gloisy Gonzalez-Langarica, City Clerk
Department: City Clerk
Title: Approve the Minutes of the June 17, 2025 Regular City Council Meeting, the Minutes of June 24, 2025 Joint Special Meeting of the City Council and Site & Architectural Commission, and the Minutes of June 27, 2025 and July 24, 2025 Special and Regular City Council Meeting Recommendation(s):

Staff recommends approval of the minutes of the June 17, 2025 Regular City Council Meeting, the minutes of June 24, 2025 Joint Special Meeting of the City Council and Site & Architectural Commission, and the minutes of June 27, 2025 and July 24, 2025 Special and Regular City Council Meeting.

Fiscal Impact:

There are no unbudgeted fiscal impacts with this agenda item.

Public Noticing:

The City Council’s agenda was posted at City Hall and the agenda and this report appear on the City’s website.

Attachments:
06-17-25 Regular Meeting Minutes Draft
06-24-25 Special Joint Meeting Minutes DRAFT
06-27-25 Special Meeting Minutes DRAFT
07-24-25 Special Meeting Minutes DRAFT

MONTE SERENO CITY COUNCIL MEETING MINUTES

REGULAR MEETING
7:00 p.m.

June 17, 2025

MEETING CALLED TO ORDER
At approximately 7:02 p.m., Mayor Craig called the meeting to order.

PLEDGE OF ALLEGIANCE
Council lead the Pledge of Allegiance.

ROLL CALL
Present – Chambers: Councilmember Shannon, Councilmember Mekechuk, Vice Mayor Ellahie and Mayor Craig
Present – Remote: None

Absent: None
Staff: City Clerk Gonzalez-Langarica, City Manager Perkins and City Attorney Powell
Staff – Remote: None

ORDERS OF THE DAY
None.

PRESENTATIONS

1. Recognition of Outgoing Councilmember Wolsheimer.

Mayor Craig recognized Councilmember Wolsheimer for his service and commitment to the City of Monte Sereno.

Councilmember Ellahie provided remarks.

Councilmember Shannon provided remarks.

Councilmember Mekechuk provided remarks.

An award was presented to Councilmember Wolsheimer on behalf of the City of Monte Sereno.

Councilmember Wolsheimer thanked his fellow Councilmembers.

ORAL COMMUNICATIONS

None.

WRITTEN COMMUNICATIONS
None.

CONSENT CALENDAR (TO BE ACTED UPON BY A SINGLE MOTION)

2. Approve the Minutes of the June 3, 2025 Regular City Council Meeting

3. Approve Warrant List Dated June 12, 2025 in the Amount $556,713.81 and Authorize the City Manager to Issue Payments for Community Based Grant Recipients on July 2, 2025 for a total of $25,000

4. Receive the Treasurer’s Report for April 2025

5. Adoption of Resolution Establishing and Fixing the Amount of Special Real Property Tax Levy for Police Protection Purposes for the Fiscal Year 2025-2026

6. Authorize the City Manager to Execute an Agreement with Los Gatos-Monte Sereno Safe Routes to School, Inc. for Providing Services Eligible Under Santa Clara Valley Transportation Authority’s 2016 Measure B Bicycle and Pedestrian Education and Encouragement Program

7. Adoption of Ordinance No. NS-245, an Ordinance of the City Council of the City of Monte Sereno Designating Fire Hazard Severity Zones within the Local Responsibility Area

8. Adopt Resolution No. 25-### Approving the Fiscal Year 2025-26 Salary Schedule to comply with the California Public Employees’ Retirement System (CalPERS) Statutory and Regulatory Requirements for Compensation and Publicly Available Salary Schedules Councilmember Shannon requested to pull Item #4.

Councilmember Mekechuk requested to pull Items #5 and #8.

Mayor Craig opened the Consent Calendar for Public Comment. With no one wishing to speak, Mayor Wolsheimer closed Public Comment.

MOTION: Motion by Councilmember Mekechuk to approve Items #2, 6 and 7 on the Consent Calendar. Seconded by Vice Mayor Ellahie.

VOTE: Motion passed. (4-0-0)
MOTION: Motion by Councilmember Shannon to approve Item #3 on the Consent Calendar. Seconded by Vice Mayor Ellahie.

VOTE: Motion passed. (3-0-1 Abstain: Mekechuk)

4. Receive the Treasurer’s Report for April 2025
City Manager Perkins provided a staff report.

Finance Consultant Corbett was available to provide information and available for questions from the Council.

Discussion ensued.

Mayor Craig opened Item #4 for Public Comment. With no one wishing to speak, Mayor Craig closed Public Comment.

MOTION: Motion by Mayor Craig to approve Item #4 on the Consent Calendar.

Seconded by Vice Mayor Ellahie.

VOTE: Motion Failed. (2-1-1 Abstain: Mekechuk; Noes: Shannon)

5. Adoption of Resolution Establishing and Fixing the Amount of Special Real Property Tax Levy for Police Protection Purposes for the Fiscal Year 2025-2026 City Clerk Gonzalez-Langarica provided a staff report.

Discussion ensued.

Mayor Craig opened Item #5 for Public Comment.

Public Comment:

Former Mayor Allan
With no one else wishing to speak, Mayor Craig closed Public Comment.

MOTION: Motion by Councilmember Mekechuk to approve Item #5 on the Consent Calendar. Seconded by Councilmember Shannon.

VOTE: Motion passed. (4-0-0)

8. Adopt Resolution No. 25-### Approving the Fiscal Year 2025-26 Salary Schedule to comply with the California Public Employees’ Retirement System (CalPERS) Statutory and Regulatory Requirements for Compensation and Publicly Available Salary Schedules City Manager Perkins assisted with answering questions from Council on this item.

Discussion ensued.

Mayor Craig opened Item #8 for Public Comment. With no one wishing to speak, Mayor Craig closed Public Comment.

MOTION: Motion by Councilmember Mekechuk to approve Item #8 on the Consent Calendar. Seconded by Councilmember Shannon.

VOTE: Motion passed. (4-0-0)

PUBLIC HEARING

9. Conduct a Public Hearing to Consider Objections to the Proposed Removal of Brush on Parcels Listed on the 2025 Wildland Urban Interface (WUI) Area Non-Compliant Parcel List and Order Abatement.

City Attorney Powell reported that there were no properties on this list and so this item no longer needed to be considered for tonight’s meeting.

10. Introduction and Waiver of First Reading of Ordinance No. NS-246, an Ordinance of the City Council of the City of Monte Sereno Amending Municipal Code Sections 12.03.020.A and

12.03.030 to Reduce the Number of Youth Commissioners
City Clerk Gonzalez-Langarica provided a staff report.

Discussion ensued.

Mayor Craig opened the item for Public Hearing.

Public Hearing
• Former Mayor Allan
• Public Member
• Youth Commissioner Jacob
With no one else wishing to speak, Mayor Craig closed Public Hearing.

MOTION: Motion by Councilmember Mekechuk to Introduce and Waive the First Reading of Ordinance No. NS-246, an Ordinance of the City Council of the City of Monte Sereno Amending Municipal Code Sections 12.03.020.A and

12.03.030 to Reduce the Number of Youth Commissioners as Amended.

Seconded by Vice Mayor Ellahie.

VOTE: Motion passed. (4-0-0)

NEW BUSINESS

12. Consider and Appoint Members to the 2025-2026 Monte Sereno Youth Commission City Clerk Gonzalez-Langarica provided a staff report.

Discussion ensued.

Applicants Spoke:
• Johann Jacob
• Corinne Chou
• Louis Chen
Mayor Craig opened the item for Public Comment. With no one wishing to speak, Mayor Craig closed Public Comment.

MOTION: Motion by Mayor Craig to accept all the applicants into the 2025-2026 term for the Youth Commission. Seconded by Councilmember Mekechuk.

VOTE: Motion passed. (4-0-0)

UNFINISHED BUSINESS

11. Adopt a Resolution Approving the City of Monte Sereno Fiscal Year 2025/2026 Budget City Manager Perkins provided a staff report.

Finance Consultant Corbett was available to provide information and available for questions from the Council.

Discussion ensued.

Mayor Craig opened the item for Public Comment.

Public Comment:
• Former Mayor Allan.

With no one else wishing to speak, Vice Mayor Ellahie closed Public Comment.

MOTION: Motion by Councilmember Shannon to Adopt a Resolution Approving the City of Monte Sereno Fiscal Year 2025/2026 Budget. Seconded by Mayor Craig.

VOTE: Motion passed. (3-0-1 Abstain: Mekechuk)

COMMITTEE/COMMISSION REPORTS
Mayor Craig reported he had a call with Assemblymember Gail Pellerin, and she shared she has been working on the issues of the eucalyptus trees off Highway 9. Assemblymember Pellerin has been in contact with Senator Josh Becker regarding this issue. Mayor Craig would like to share there are more people getting involved. Mayor Craig also shared that the Santa Clara County Library approved their 2025/2026 Budget.

Councilmember Mekechuk reported that the Santa Clara County Recycling and Waste Reduction Commission has been having trouble holding a meeting due to a lack of quorum. He had nothing else to report.

Vice Mayor Ellahie reported attending the Silicon Valley Clean Energy Authority meeting. He shared that seven years ago when he was on the board, they had come up with a proposal for being able to sell bonds which are non-recourse bonds that somebody allows them to prepay for energy and because they are tax-exempt nonprofit organization, Morgan Stanley would buy those bonds and then sell them to its customers. That allowed Morgan Stanley a spread between the taxable interest rate and the nontaxable rate that a bank charges. Part of that would go back to Silicon Valley Clean Energy Authority, that was the first they had sold bonds seven years ago. At this meeting, they did it for the fourth time. They’ve been able to save a few million dollars. Vice Mayor Ellahie also shared that their account financial system went through a stressless analysis. Vice Mayor Ellahie shared he also attended a meeting with the Cities Association where Kevin Dugan presented.

Councilmember Shannon reported attending a meeting with the West Valley Sanitation District Board last week. She shared that the average amount of time that their employees have been in their jobs is around twelve years. West Valley Sanitation District has a very good group of people working together. Councilmember Shannon also shared that John Newbie, the District Manager who has been there since 2012, will be retiring. The Board is going to have to search for a new District Manager. Councilmember Shannon shared that in their meeting, they talked about their fleet electrification process. There is a concern that they may have to redo the entire grounds to meet the requirements for electrification.

COUNCILMEMBER COMMENTS
Councilmember Mekechuk shared that the Tyler Program has assigned an implementation consultant to the City. The Finance Ad Hoc Committee is scheduled to meet bi-weekly for updates.

FUTURE AGENDA ITEMS

13. A copy of the Tentative 2025 Council Meeting Calendar was included on the agenda.

Vice Mayor Ellahie would like to see a resolution that can be sent out to the state legislators on this wildfire issue and how urgent it is, and the City needs them to act.

CITY MANAGER’S REPORT

City Manager Perkins shared that the Santa Clara County Fire Department hosted a CPR training last week in the Chambers. They will be offering two additional sessions as the classes have filled up quickly. City Manager Perkins did a friendly reminder of the upcoming two special meetings in the following week. Also a friendly reminder, City Hall will be closed on Thursday in honor of Juneteenth.

ADJOURN
Mayor Craig adjourned the meeting at approximately 8:54 p.m.

Burton Craig, Mayor
ATTEST:
____________________________________
Gloisy Gonzalez-Langarica, City Clerk

MONTE SERENO JOINT CITY COUNCIL

AND SITE &

SITE & ARCHITECTURAL COMMISSION

MEETING MINUTES

SPECIAL MEETING
6:00 p.m.

June 24, 2025

MEETING CALLED TO ORDER
At approximately 7:02 p.m., Mayor Craig called the meeting to order.

ROLL CALL
Present – Chambers: Councilmember Shannon, Councilmember Mekechuk, Vice Mayor Ellahie and Mayor Craig
Commissioner Allan, Commissioner Lawler, Commissioner Tam, and Chair Connelly
Present – Remote: None

Absent: Commissioner Srivastava
Staff: City Clerk Gonzalez-Langarica, City Manager Perkins and City Attorney Powell

NEW BUSINESS

1. Study Session of Public Review Draft Health & Safety Element of the General Plan City Manager Perkins provided an introduction to Planning Consultant M-Group.

Planning Consultants Jeff Bradley, Asher Kohn and Hannah Meeks provided a presentation at tonight’s meeting and followed up with answering questions from the Commission and Council.

Discussion commenced.

Mayor Craig opened the item for Public Comment. With no one wishing to speak, Public Comment was closed.

Staff was provided with direction and will be having a follow-up meeting in the fall to see the changes made.

ADJOURN
The meeting was adjourned at approximately 8:42 p.m.

Burton Craig, Mayor
ATTEST:

Gloisy Gonzalez-Langarica, City Clerk

MONTE SERENO CITY COUNCIL

MEETING MINUTES

SPECIAL MEETING
3:00 p.m.

June 27, 2025

MEETING CALLED TO ORDER
At 3:29 p.m., Mayor Craig called the meeting to order.

ROLL CALL
Present – Chambers: Councilmember Shannon, Councilmember Mekechuk, Vice Mayor Ellahie and Mayor Craig
Present – Remote: None

Absent: None
Staff: City Clerk Gonzalez-Langarica, City Manager Perkins and City Attorney Powell

CONSENT CALENDAR (TO BE ACTED UPON BY A SINGLE MOTION)

1. Consideration of a Letter of Opposition to SB 79 (Wiener) Transit-Oriented Development

2. Consider Adoption of a Resolution to Determine the Number of Youth Commissioners for the 2025-2026 School Year

3. Approve Warrant List Dated June 25, 2025 in the Amount $54,795.48 Councilmember Mekechuk requested to pull Item #1.

Mayor Craig opened the Consent Calendar for Public Comment.

Public Comment:
• Former Mayor Lawler
With no one else wishing to speak, Mayor Craig closed the Consent Calendar.

MOTION: Motion by Vice Mayor Ellahie to approve Item #2 the Consent Calendar.

Seconded by Councilmember Shannon.

VOTE: Motion passed. (4-0-0)
MOTION: Motion by Vice Mayor Ellahie to approve Item #3 on the Consent Calendar.

Seconded by Councilmember Shannon.

VOTE: Motion passed. (3-0-1 Abstain: Mekechuk)

1. Consideration of a Letter of Opposition to SB 79 (Wiener) Transit-Oriented Development Councilmember Mekechuk suggested neutral language on the letter of opposition.

MOTION: Motion by Vice Mayor Ellahie to authorize the Mayor to send the proposal letter prepared by Councilmember of opposition to SB 79 (Wiener) to the appropriate legislators with the changes. Seconded by Councilmember Mekechuk.

VOTE: Motion passed. (4-0-0)

NEW BUSINESS

4. Interview and Appointment to Fill Vacant City Councilmember Seat Mayor Craig provided instructions as to how the interview process would be conducted following with how the Council will vote to determine the candidate who will become the next Councilmember.

Candidates:
• Michael Frangadakis
• Lon Allan
• Bob Lapcevic
• Arushi Saxena
Interviews ensued.

Mayor Craig opened the item for Public Comment. With no one wishing to speak, Mayor Craig closed Public Comment.

Lon Allan was ranked number one.

MOTION: Motion by Councilmember Shannon to Appoint Lon Allan as Councilmember for the City of Monte Sereno. Seconded by Vice Mayor Ellahie.

VOTE: Motion passed. (3-0-1 Noes: Mekechuk)

ADJOURN
The meeting of the Special City Council Meeting adjourned at approximately 5:10 p.m.

Burton Craig, Mayor
ATTEST:

Gloisy Gonzalez-Langarica, City Clerk

MONTE SERENO CITY COUNCIL

MEETING MINUTES

SPECIAL MEETING
2:00 p.m.

July 24, 2025

MEETING CALLED TO ORDER
At 2:10 p.m., Mayor Craig called the meeting to order.

ROLL CALL
Present – Chambers: Councilmember Shannon, Councilmember Allan and Mayor Craig Present – Remote: None

Absent: Councilmember Mekechuk and Vice Mayor Ellahie
Staff: Management Analyst Planner Kwong, City Manager Perkins and City Attorney Powell

PUBLIC COMMUNICATION REGARDING CLOSED SESSION ITEMS
Mayor Craig opened the item for Public Comment. With no one wishing to speak, Public Comment was closed. The City Council adjourned to Closed Session at approximately 2:11 p.m.

RECESS TO CLOSED SESSION

1. Potential Litigation Pursuant to Government Code § 54956.9(b): One Case Staff present- Labor Counsel, City Attorney Powell and City Manager Perkins

RECONVENE TO OPEN SESSION
The City Council reconvened to Open Session at approximately 2:53 p.m. with Mayor Craig, Councilmember Allan and Councilmember Shannon.

CLOSED SESSION REPORT
Mayor Craig stated that there were no reportable actions at this time.

ADJOURN
The meeting of the Special City Council Meeting adjourned at approximately 2:54 p.m.

Burton Craig, Mayor
ATTEST:

Gloisy Gonzalez-Langarica, City Clerk

STAFF REPORT
Meeting: City Council - Aug 05 2025
Agenda Heading: CONSENT CALENDAR
Staff Contact: Diana Perkins, City Planner/Interim City Manager Department: City Planner
Title: Approve Warrant List Dated July 30, 2025 in the Amount $468,115.00 Recommendation(s):

Staff recommends the City Council approve the Warrant List.

California Environmental Quality Act:

The action being considered does not constitute a “project” within the meaning of the California Environmental Quality Act (“CEQA”) pursuant to CEQA Guidelines section 15378(b)(4) in that it is a fiscal activity that does not involve any commitment to any specific project which may result in a potential significant impact on the environment.

Public Noticing:

The City of Monte Sereno's Council meeting agenda was posted on the bulletin board outside of Monte Sereno's City Hall and the agenda with this staff report can be accessed on the City of Monte Sereno's website located at www.montesereno.org.

Attachments:

Warrant List 07-30-2025

Check # Payable to: Description Amount
21451 Kevin Harper Voided
21452
Association of Bay Area
Governments
Natural Gas Service for City Hall for July 2025
(Invoice AR039113) $ 323.68
21453
AIM Engineering Consultants
Inc
Engineering Consultant from 6/10/25-7/29/25
(Invoice 206) $ 26,900.00
21454 Alana Consulting, LLC
Building Department Consultant Hourly Services
for 6/2/25-6/29/25 (Invoice 2509) $ 14,547.50
21455 Bay Area News Group Publishing of Legal Ads (Invoice 0001447640) $ 163.68 21456
Bay Cities Joint Power
Insurance
Liability, Property, and Crime Insurance for
7/1/2025-6/30/2026 (Invoice BCJPIA-0014-20) $ 163,718.00 21457 BMI Imaging Systems
Web Hosting for Archived Documents for July 2025
(Invoice 101438) $ 225.00
21458
California Building Standards
Comm.

Payment of Building Standards Administration
Special Revolving Fund Fees for 4/1/2025-
6/30/2025 $ 306.00
21459 COMCAST
City Hall Internet Service for 7/10/2025-8/9/2025
Monthly Service (Account 8155100100105794) $ 201.67
21460
Corodata Records
Management, Inc.

Secure Off-Site Storage for June 2025 (Invoice
RS3723006) $ 64.40
21461 County Government Center LAFCO Annual Fees for 7/1/2025-6/30/2026 $ 272.08 21462 Delta Dental of California
Employee Dental Insurance for July 2025 (Invoice
BE006629646) $ 234.98
21463 Department of Conservation
Payment of Strong Motion
Instrumentation/Seismic Mapping Fees for
4/1/2025-6/30/2025 $ 1,052.70
21464 Diana Perkins
Reimbursement for Payment of Annual Bulk Mail
Permit with US Post Office $ 370.00
21465 Dicar Networks, Inc.

IT Services for June 2025 and Purchase of Three
Laptop Computers (Invoices 145486 and 145468) $ 12,091.44 21466 Folger Graphics
Printing and Mailing for Monte Sereno City Picnic
Postcard (Invoice 144503) $ 1,803.88

CITY OF MONTE SERENO

CHECK REGISTERS
CHECK DATE: JULY 30, 2025

21467 Frankie's Awards Printing of Award for Council Member Wolsheimer $ 152.58 21468 Frontier Communications
Land Line Telephone Services for City Hall
6/19/2025-8/18/2025 (Accounts 4083549387 and
2091505812) $ 235.31
21469 Heidi's Commercial Cleaning
Weekly Cleaning Services at City Hall for 3/1/2025-
6/30/2025 (Invoices 021,357,512,638,780) $ 3,750.00
21470 Joint Venture Silicon valley
Annual Membership Fees for 7/1/2025-6/30/2025
(Invoice 11831NETmonte) $ 5,000.00
21471
Law Office of Margaret
Kotzebue Attorney Investigative Services 05/01/25-06/30/25 $ 11,520.00 21472 Liebert Cassidy Whitmore
Attorney Services for 5/1/2025-6/30/2025
(Invoices 296076, 299044, and 29904) $ 6,807.50
21473 Logan & Powell, LLP
City Attorney Services for 6/1/2025-6/30/2025
(Invoices 7120, 7122, 7121,and 7119) $ 17,902.00
21474 M-Group
Planning Consulting Services and General Plan
Update for 6/1/2025-6/30/2025 (Invoices 2005179
and 2005189) $ 23,165.00
21475 Michele Kwong Reimbursement for Mileage $ 21.00
21476
Municipal Resource Group,
LLC
Human Resources Consulting for 6/1/2025-
6/30/2025 (Invoice 250750) $ 2,210.00
21477 Pacific Gas & Electric
City Hall Electric Services for 6/13/2025-
7/15/2025 (Account 1868058156-0) $ 218.06
21478 Porter Capital Corp
Accounting Consulting for 6/16/2025-7/20/2025
(Invoices 9101, 9122, 9123, 9139,and 9153) $ 14,700.00
21479 RICOH USA, INC.

City Hall Copier Rental for 7/1/2025-9/3/2025
(Invoices 109274036 and 109346457) $ 1,440.69
21480
Town of Los Gatos Finance
Department
Police Services for June 2025 and Payment for
Balance of SLEFS/COPS Grant for FY 24/25
(Invoice 5) $ 152,959.52
21481 Pacific Gas & Electric
City Electric Services for 6/13/2025-7/15/2025
(Account 1826391492-3) $ 197.77
21482 Pacific Gas & Electric
City Electric Services for 6/6/2025-7/8/2025
(Account 3832462834) $ 874.94
21483 Pacific Gas & Electric
City Electric Services for 6/13/2025-7/15/2025
(Account 1951391484-6) $ 52.03
21484 Pacific Gas & Electric
City Hall Electric Services for 6/6/2025-7/8/2025
(Account 9204198567-9) $ 33.66
21485 Corodata Shredding Inc.

Secured Document Shredding Container Rental for
6/1/2025-6/30/2025 (Invoice DN1529813) $ 10.00

21486 International Code Council Annual Membership Fee for 8/9/2025-8/8/2027 $ 520.00 21487 Liebert Cassidy Whitmore
Attorney Services for 5/1/2025-5/30/2025 (Invoice
296075) $ 550.50
21488 Porter Capital Corp
Accounting Consulting for 7/21/2025-7/27/2025
(Invoice 9171) $ 3,500.00
21489 RICOH USA, INC. City Hall Copy Rental (Invoice 1103705279) $ 19.43 Total $ 468,115.00

STAFF REPORT
Meeting: City Council - Aug 05 2025
Agenda Heading: CONSENT CALENDAR
Staff Contact: Diana Perkins, City Planner/Interim City Manager Department: City Manager
Title: Consider Approval of Updated Job Descriptions
Recommendation(s):

Staff recommends that the City Council approve the updated job descriptions.

Background Information:

Job descriptions should be completed for each position within the City to define job roles, set performance expectations, and ensure fair hiring and promotion practices. The job descriptions for the various positions within the City of Monte Sereno have not been updated for several years. The revised job descriptions are updated to comply with current regulations, including limiting the need for a valid California driver’s license for all positions and ensuring the physical requirements meet the needs for each job.

Revised job descriptions have been completed for the following positions, which are identified in the current Memorandum of Understanding (MOU) with the Association of City Employees (ACE), with the exception of two positions:
 Administrative Assistant I (Part-Time)
 Administrative Assistant II
 Administrative Assistant II/Assistant to the City Manager  Administrative Assistant II/Deputy City Clerk
 Associate Planner
 Building Inspector/Code Enforcement Officer
 City Clerk
 City Engineer
 City Planner
 Finance and Administrative Services Officer
 Maintenance Worker
 Management Analyst
 Public Works Director/City Engineer
The current MOU identifies a City Clerk/City Planner and Finance Officer/Facility Manager position. However, these positions were developed specifically for previous employees and are

not anticipated to be needed in the future; therefore, updated job descriptions for these two positions are not being proposed. Additionally, a job description for the Building Official is not proposed for adoption as this position is no longer a budgeted full-time position.

The revised job descriptions were presented to ACE for their review and comment. ACE did not provide any comments on the descriptions.

California Environmental Quality Act:

This matter is not a “project” under the California Environmental Quality Act (“CEQA”) in that it is a governmental organizational or administrative activity that will not result in direct or indirect changes in the environment (CEQA Guidelines section 15378(b)(5)).

Fiscal Impact:

No unbudgeted fiscal impacts will result from this action.

Public Noticing:

The City of Monte Sereno's Council meeting agenda was posted on the bulletin board outside of Monte Sereno's City Hall and the agenda with this staff report can be accessed on the City of Monte Sereno's website located at www.montesereno.org.

Attachments:

1. Job Descriptions

CITY OF MONTE SERENO
18041 SARATOGA-LOS GATOS ROAD, MONTE SERENO, CA 95030
(408) 354-7635 ï WWW.CITYOFMONTESERENO.ORG
Administrative Assistant I (Part-Time Hourly) Job Description Page 1 of 3 July 2025
Administrative Assistant I (Part-Time/Hourly)
Job Description
Job Purpose:

Under general supervision, provides administrative staff support to department staff for management of departmental operations; provides a wide variety of administrative services which relieve management and supervisory staff of clerical administrative details, and performs related work as required.

Distinguishing Characteristics:

Under general supervision, this position performs administrative and staff services which involve a wide range of duties.

Essential Functions:

Essential responsibilities and duties may include, but are not limited to, the following:
• Providing administrative assistance to staff including, but not limited to, receiving and responding to emails, mailing notices, and scheduling appointments; • Answering and directing calls and/or taking messages for appropriate staff; • Receiving citizens and assisting or obtaining assistance as required; • Filing departmental records and correspondence;
• Making arrangements for meetings and conferences;
• Typing letters, memos, forms, staff reports, public hearing notices, agendas, etc.; • Composing rough draft of some correspondence;
• Operating office machines as required to perform duties of the position, including dictating, calculating, copying, typewriting, word processing and other office related machines;
• Reviewing and editing reports prepared by staff for proper grammar, style, form, and consistency;
• Sorting and distributing incoming mail to appropriate department personnel; • Assisting in preparation of agenda packets;
• Attending some night meetings; and
• Performing other related duties as assigned or required.

Required Knowledge, Skills, and Abilities:

Knowledge of:
• Office practices and procedures;
• Basic mathematics;

CITY OF MONTE SERENO
18041 SARATOGA-LOS GATOS ROAD, MONTE SERENO, CA 95030
(408) 354-7635 ï WWW.CITYOFMONTESERENO.ORG
Administrative Assistant I (Part-Time Hourly) Job Description Page 2 of 3 July 2025
• Correspondence forms and correct punctuation, spelling, grammar and vocabulary; and basic records retention systems;
• Letter and report writing, composition, and proofreading; • Standard office equipment and software including, but not limited to, Microsoft Office programs and email;
• Knowledge of the organization and operation of a municipal government; • Knowledge of effective work management and scheduling techniques; Ability to:
• Communicate courteously and effectively with the public and other staff; • Acquire knowledge quickly about City functions, policies and staff; • Use good judgment and tact;
• Type accurately at a reasonable rate of speed;
• Reason and learn new techniques and equipment such as computer hardware and software; read, interpret, and apply policies, laws, rules and regulations; • Make mathematical calculations at a high school level; • Follow oral and written instructions;
• Plan and organize own work and work space;
• Take direction from several supervisors;
• Ability to prioritize;
• Remain calm under pressure;
• Work independently with minimum supervision;
• Meet established deadlines; and
• Establish and maintain effective working relationships with the public, department and Citywide staff, as well as City advisory bodies.

Each of these essential tasks must be performed individually and unassisted by other persons since this class of employment requires an ability to work alone.

Required Education, Experience, and Training:

Any combination of education, experience, and training that would likely provide the required knowledge, skills and abilities is qualifying such as:
• Completion of a high school diploma or equivalent.
• At least two years of administrative experience, including at least one year in a responsible administrative support capacity.
• Supplemental college experience is desirable.

Physical Demands:

CITY OF MONTE SERENO
18041 SARATOGA-LOS GATOS ROAD, MONTE SERENO, CA 95030
(408) 354-7635 ï WWW.CITYOFMONTESERENO.ORG
Administrative Assistant I (Part-Time Hourly) Job Description Page 3 of 3 July 2025
The position requires grasping, repetitive hand movement and fine coordination in using a computer keyboard. Additionally, the position requires near and far vision in reading reports and work related documents and using a computer. Acute hearing is required when providing phone and personal customer service. These requirements may be accommodated for otherwise qualified individuals requiring and requesting such accommodation.

Work Environment:

Employees work outdoors and independently without technical assistance, in direct contact with other City personnel and the public.

Employment Conditions:

Fair Labor Standards Act Classification: Hourly/Part Time Collective Bargaining Representation Unit: Association of City Employees Job Specifications Approved by: City Council
Approval Date: August 5, 2025

CITY OF MONTE SERENO
18041 SARATOGA-LOS GATOS ROAD, MONTE SERENO, CA 95030
(408) 354-7635 ï WWW.CITYOFMONTESERENO.ORG
Administrative Assistant II Job Description Page 1 of 3 July 2025
Administrative Assistant II
Job Description
Job Purpose:

Under general supervision, provides administrative staff support to department staff for management of departmental operations; provides a wide variety of administrative services which relieve management and supervisory staff of clerical administrative details, and performs related work as required.

Distinguishing Characteristics:

Under general supervision, this position performs professional administrative and staff services duties.

Essential Functions:

Essential responsibilities and duties may include, but are not limited to, the following:
• Providing administrative assistance to by receiving and responding to emails, mailing notices, and scheduling appointments;
• Answering directing calls, and/or taking messages for appropriate staff; • Receiving citizens and assisting or obtaining assistance for them as required; • Filing departmental records and correspondence;
• Making arrangements for meetings and conferences and taking minutes at such if required;
• Typing letters, memos, forms, staff reports, public hearing notices, agendas, etc; • Composing draft correspondence;
• Reviewing and editing reports prepared by staff for proper grammar, style, form, and consistency;
• Liaising with other City departments, public agencies and the public; • Coordinating public relations efforts as assigned;
• Sorting and distributing incoming mail to appropriate department personnel; • Assisting in the preparation of agenda packets;
• Attending some night meetings; and
• Performing other related duties as assigned.

Required Knowledge, Skills, and Abilities:

Knowledge of:
• Office practices and procedures;
• Basic mathematics;

CITY OF MONTE SERENO
18041 SARATOGA-LOS GATOS ROAD, MONTE SERENO, CA 95030
(408) 354-7635 ï WWW.CITYOFMONTESERENO.ORG
Administrative Assistant II Job Description Page 2 of 3 July 2025
• Correspondence forms and correct punctuation, spelling, grammar and vocabulary; and basic records retention systems;
• Letter and report writing, composition, and proofreading; • Standard office equipment and software including, but not limited to, Microsoft Office programs and email;
• Basic knowledge of the organization and operation of a municipal government; and • Knowledge of effective work management and scheduling techniques; Ability to:
• Communicate courteously and effectively with the public and other staff; • Acquire knowledge quickly about City functions, policies and staff; • Compose correspondence when necessary;
• Use good judgment and tact;
• Type accurately at a reasonable rate of speed;
• Reason and learn new techniques and equipment such as computer hardware and software; read, interpret, and apply policies, laws, rules and regulations; • Make mathematical calculations at a high school level; • Follow oral and written instructions;
• Plan and organize own work and work space;
• Take direction from several supervisors;
• Prioritize;
• Remain calm under pressure;
• Work independently with minimum supervision;
• Meet established deadlines; and
• Establish and maintain effective working relationships with the public, department and Citywide staff, as well as City advisory bodies.

Each of these essential tasks must be performed individually and unassisted by other persons since this class of employment requires an ability to work alone.

Required Education, Experience, and Training:

Any combination of education, experience, and training that would likely provide the required knowledge, skills and abilities is qualifying such as:
• Completion of a high school diploma or equivalent.
• At least two years of administrative experience, including at least one year in a responsible administrative support capacity.
• Supplemental college experience desirable.

CITY OF MONTE SERENO
18041 SARATOGA-LOS GATOS ROAD, MONTE SERENO, CA 95030
(408) 354-7635 ï WWW.CITYOFMONTESERENO.ORG
Administrative Assistant II Job Description Page 3 of 3 July 2025
Physical Demands:

The position also requires grasping, repetitive hand movement and fine coordination in using a computer keyboard. Additionally, the position requires near and far vision in reading reports and work related documents and using a computer. Acute hearing is required when providing phone and personal customer service. These requirements may be accommodated for otherwise qualified individuals requiring and requesting such accommodation.

Work Environment:

Employees work outdoors and independently without technical assistance, in direct contact with other City personnel and the public.

Employment Conditions:

Fair Labor Standards Act Classification: Exempt
Collective Bargaining Representation Unit: Association of City Employees Job Specifications Approved by: City Council
Approval Date: August 5, 2025

CITY OF MONTE SERENO
18041 SARATOGA-LOS GATOS ROAD, MONTE SERENO, CA 95030
(408) 354-7635 ï WWW.CITYOFMONTESERENO.ORG
Administrative Assistant II/Assistant to the City Manager Job Description Page 1 of 3 July 2025
Administrative Assistant II/Assistant to the City
Manager
Job Description
Job Purpose:

Under general supervision, provides administrative staff support to department staff for management of departmental operations; provides a wide variety of administrative services which relieve management and supervisory staff of clerical administrative details, and performs related work as required.

Distinguishing Characteristics:

Under general supervision, this position performs professional administrative and staff services duties. This position is distinguished from the Administrative Assistant II job in that this position requires providing administrative assistance to department heads, serving as a back-up to record proceedings of City Council and other official bodies, and reviewing and editing reports prepared by department heads for proper grammar, style, form and consistency.

Essential Functions:

Essential responsibilities and duties may include, but are not limited to, the following:
• Providing administrative assistance to staff by receiving and responding to emails, mailing notices, and scheduling appointments;
• Answering, directing calls, and/or taking messages for appropriate staff; • Receiving citizens and assisting or obtaining assistance for them as required; • Filing departmental records and correspondence;
• Making arrangements for meetings and conferences and taking minutes at such if required;
• Typing letters, memos, forms, staff reports, public hearing notices, agendas, etc; • Composing draft correspondence;
• Reviewing and editing reports prepared by staff for proper grammar, style, form, and consistency;
• Acting as a liaison with other City departments, public agencies and the public; • Coordinating public relations efforts as assigned by preparing public information material, including handouts, brochures, and newsletters; • Sorting and distributing incoming mail to appropriate department personnel; • Assisting in the preparation of agenda packets;
• Assisting with meetings, including helping with virtual or physical set-up, communicating with other staff regarding procedure, and clerking for meetings as directed by the City Clerk and/or City Manager by attending meetings and taking and finalizing minutes ;

CITY OF MONTE SERENO
18041 SARATOGA-LOS GATOS ROAD, MONTE SERENO, CA 95030
(408) 354-7635 ï WWW.CITYOFMONTESERENO.ORG
Administrative Assistant II/Assistant to the City Manager Job Description Page 2 of 3 July 2025
• Attending some night meetings; and
• Performing other related duties as assigned.

Required Knowledge, Skills, and Abilities:

Knowledge of:
• Office practices and procedures;
• Basic mathematics;
• Correspondence forms and correct punctuation, spelling, grammar and vocabulary; and basic records retention systems;
• Telephone techniques;
• Letter and report writing, composition, and proofreading of reports, memos, and correspondence;
• Standard office equipment and software including, but not limited to, Microsoft Office programs and email;
• Basic knowledge of the organization and operation of a municipal government; and • Knowledge of effective work management and scheduling techniques; Ability to:
• Communicate courteously and effectively with the public and other staff; • Acquire knowledge quickly about City functions, policies and staff; • Compose correspondence when necessary;
• Use good judgment and tact;
• Type accurately at a reasonable rate of speed;
• Reason and learn new techniques and equipment such as computer hardware and software; read, interpret, and apply policies, laws, rules and regulations; • Make mathematical calculations at a high school level; • Follow oral and written instructions;
• Plan and organize own work and work space;
• Take direction from several supervisors;
• Ability to prioritize;
• Remain calm under pressure;
• Work independently with minimum supervision;
• Meet established deadlines; and
• Establish and maintain effective working relationships with the public, department and Citywide staff, as well as City advisory bodies.

Each of these essential tasks must be performed individually and unassisted by other persons since this class of employment requires an ability to work alone.

CITY OF MONTE SERENO
18041 SARATOGA-LOS GATOS ROAD, MONTE SERENO, CA 95030
(408) 354-7635 ï WWW.CITYOFMONTESERENO.ORG
Administrative Assistant II/Assistant to the City Manager Job Description Page 3 of 3 July 2025
Required Education, Experience, and Training:

Any combination of education, experience, and training that would likely provide the required knowledge, skills and abilities is qualifying such as:
• Completion of a high school diploma or equivalent.
• Successful completion of two years of college-level course work in Business or Public Administration, Office Management or a related field, and two years of increasingly responsible record keeping/administrative experience; or • Completion of the twelfth grade or equivalent and four years of increasingly responsible record keeping/administrative experience
Physical Demands:

The position also requires grasping, repetitive hand movement and fine coordination in using a computer keyboard. Additionally, the position requires near and far vision in reading reports and work related documents and using a computer. Acute hearing is required when providing phone and personal customer service. These requirements may be accommodated for otherwise qualified individuals requiring and requesting such accommodation.

Work Environment:

Employees work outdoors and independently without technical assistance, in direct contact with other City personnel and the public.

Employment Conditions:

Fair Labor Standards Act Classification: Exempt
Collective Bargaining Representation Unit: Association of City Employees Job Specifications Approved by: City Council
Approval Date: August 5, 2025

CITY OF MONTE SERENO
18041 SARATOGA-LOS GATOS ROAD, MONTE SERENO, CA 95030
(408) 354-7635 ï FAX (408) 395-7653 ï WWW.CITYOFMONTESERENO.ORG Administrative Assistant II/Deputy City Clerk Job Description Page 1 of 3 July 2025
Administrative Assistant II/Deputy City Clerk
Job Description
Job Purpose:

Under general supervision, provides administrative staff support to department staff for management of departmental operations; provides a wide variety of administrative services which relieve management and supervisory staff of clerical administrative details, and performs related work as required. May serve as Clerk to the Cityís advisory Commissions; provides support to City Clerk as needed.

Distinguishing Characteristics:

Under general supervision, this position performs professional administrative and staff services duties which involves a wide range of duties. This position is distinguished from the Administrative Assistant II job in that this position requires functioning as the deputy city clerk by performing tasks such as coordinating records management, filling in for the City Clerk at public meetings, and responding to California Public Records Act requests.

Essential Functions:

Essential responsibilities and duties may include, but are not limited to, the following:
• Providing administrative assistance to staff including, but not limited to, receiving and responding to emails, mailing notices, and scheduling appointments; • Answering telephone and directing calls and/or taking messages for appropriate staff; • Receiving citizens and assisting or obtaining assistance as required; • Filing departmental records and correspondence;
• Making arrangements for meetings and conferences and takes minutes at such if required;
• Typing letters, memos, forms, staff reports, public hearing notices, agendas, etc; • Composing rough draft of some correspondence;
• Reviewing and editing reports prepared by staff for proper grammar, style, form, and consistency;
• Acting as liaison with other City departments, public agencies and the public; • Coordinating public relations efforts as assigned;
• Sorting and distributing incoming mail to appropriate department personnel; • Assisting in the preparation of agenda packets;
• Assisting with public meetings as directed by the City Clerk and/or City Manager:
attending meetings, taking, and finalizing minutes, communicating with staff regarding meeting procedure and virtual or physical meeting set-up;

CITY OF MONTE SERENO
18041 SARATOGA-LOS GATOS ROAD, MONTE SERENO, CA 95030
(408) 354-7635 ï FAX (408) 395-7653 ï WWW.CITYOFMONTESERENO.ORG Administrative Assistant II/Deputy City Clerk Job Description Page 2 of 3 July 2025
• Coordinating records management functions for the City, including the receipt, storage, retrieval, and disposition of official City records in accordance with legal requirements and records management policies and procedures;
• Responding to public inquiries and California Public Record Act requests, verbally and in writing;
• Aiding in the use of public records;
• Attending some night meetings; and
• Performing other related duties as assigned or required.

Required Knowledge, Skills, and Abilities:

Knowledge of:
• Office practices and procedures;
• Basic mathematics;
• Correspondence forms and correct punctuation, spelling, grammar and vocabulary; and basic records retention systems;
•
Letter and report writing, composition, and proofreading; • Standard office equipment and software including, but not limited to, Microsoft Office programs and email;
• Knowledge of the organization and operation of a municipal government; and • Knowledge of effective work management and scheduling techniques; Ability to:
• Communicate courteously and effectively with the public and other staff; • Acquire knowledge quickly about City functions, policies and staff; • Compose correspondence when necessary;
• Use good judgment and tact;
• Type accurately at a reasonable rate of speed;
• Reason and learn new techniques and equipment such as computer hardware and software; read, interpret, and apply policies, laws, rules and regulations; • Make mathematical calculations at a high school level; • Follow oral and written instructions;
• Plan and organize work and work space;
• Take direction from several supervisors;
• Remain calm under pressure;
• Work independently with minimum supervision;
• Meet established deadlines; and
• Establish and maintain effective working relationships with the public, department and Citywide staff, as well as City advisory bodies.

CITY OF MONTE SERENO
18041 SARATOGA-LOS GATOS ROAD, MONTE SERENO, CA 95030
(408) 354-7635 ï FAX (408) 395-7653 ï WWW.CITYOFMONTESERENO.ORG Administrative Assistant II/Deputy City Clerk Job Description Page 3 of 3 July 2025
Each of these essential tasks must be performed individually and unassisted by other persons since this class of employment requires an ability to work alone.

Required Education, Experience, and Training:

Any combination of education, experience, and training that would likely provide the required knowledge, skills and abilities is qualifying such as:
• Completion of a high school diploma or equivalent.
• Successful completion of two years of college-level course work in Business or Public Administration, Office Management or a related field, and two years of increasingly responsible record keeping/administrative experience; or • Completion of a high school diploma or equivalent and four years of increasingly responsible record keeping/administrative experience
Physical Demands:

The position also requires grasping, repetitive hand movement and fine coordination in using a computer keyboard. Additionally, the position requires near and far vision in reading reports and work related documents and using a computer. Acute hearing is required when providing phone and personal customer service. These requirements may be accommodated for otherwise qualified individuals requiring and requesting such accommodation.

Work Environment:

Employees work outdoors and independently without technical assistance, in direct contact with other City personnel and the public.

Employment Conditions:

Fair Labor Standards Act Classification: Exempt
Collective Bargaining Representation Unit: Association of City Employees Job Specifications Approved by: City Council
Approval Date: August 5, 2025

CITY OF MONTE SERENO
18041 SARATOGA-LOS GATOS ROAD, MONTE SERENO, CA 95030
(408) 354-7635 ï FAX (408) 395-7653 ï WWW.CITYOFMONTESERENO.ORG Associate Planner Job Description Page 1 of 3
July 2025
Associate Planner
Job Description
Job Purpose:

Under direction of the Planning Officer or City Manager, performs professional work in current and long-range planning including zoning, environmental review, general plan updates, and plan preparation and review; and performs related work as required.

Distinguishing Characteristics:

Associate Planner is an experienced classification in which incumbents are expected to independently perform the full scope of planning activities under general direction.

Essential Functions:

Essential responsibilities and duties may include, but are not limited to, the following:
• Processing planning applications; reviewing and analyzing land use impacts and compliance with local and State regulations and City policies; • Conducting research and compiles, analyzing and evaluating information related to planning studies, such as demographic, economic, social, environmental, land use and housing data;
• Preparing a variety of technical and administrative reports, documents and correspondence; making presentations to the Site and Architectural Commission, City Council and at public hearings and community meetings;
• Evaluating and reviews development plans for compliance; preparing reports, Initial Studies, ordinances, and researching and communicating with applicants, consultants, staff and members of the public;
• Inspecting properties to gather data and assess the possible need for project or plan modifications;
• Coordinating project reviews with other city departments and outside agencies; • Receiving and responding to inquiries and questions at the front counter, via email and telephone;
• Providing information regarding planning, zoning and the development process to developers, property owners, design professionals, other agencies and City departments;
• Assisting in the identification and preparation of grant applications for planning and development projects;
• Representing the City at meetings and conferences as assigned; • Preparing, mailing, and posting public hearing notices; • Preparing agendas and packets for distribution and posting;

CITY OF MONTE SERENO
18041 SARATOGA-LOS GATOS ROAD, MONTE SERENO, CA 95030
(408) 354-7635 ï FAX (408) 395-7653 ï WWW.CITYOFMONTESERENO.ORG Associate Planner Job Description Page 2 of 3
July 2025
• Ensuring proper meeting set-up and adequate supply of meeting materials for Commissioners and members of the public;
• Preparing notes of the meeting activity and assisting the City Clerk in the preparation of meeting minutes;
• Preparing all written decisions of the Site and Architectural Commission; • Maintaining general knowledge of the Brown Act and parliamentary procedures; • Reviewing plans for compliance with municipal code regulations and advising project applicants when plan revisions are necessary; and
• Performing other related duties as assigned.

Required Knowledge, Skills, and Abilities:

Knowledge of:
• Basic planning and design principles, practices and current trends. • General understanding of zoning, land use and environmental laws. • Basic math and statistical methods.
• Office methods, procedures, software and equipment.
• Principles, objectives and procedures of city and regional planning, urban design and zoning.
• Research and statistical practices as they relate to land use, transportation, zoning and master plan studies.
• Techniques used in the development and maintenance of comprehensive plans, general plans and specific plans.
• Pertinent local, State and Federal laws, ordinances and rules. • Elements of project review, including architectural and site planning considerations.

Ability to:
• Learn to interpret, apply and explain zoning and land use principles, laws and regulations.
• Read and understand maps, architectural drawings and plans, and reports. • Analyze and compile information and determine appropriate course of action. • Operate a computer using word processing and business software and other office equipment.
• Understand and follow written and oral instructions.
• Communicate effectively, orally and in writing.
• Write staff reports and similar correspondence.
• Establish and maintain and promote positive and effective working relationships with employees, other agencies, public officials and the public. • Demonstrate initiative and exercise good judgment in the performance of duties. • Work independently and as a team member; recognize and set priorities and meet deadlines.
• Observe safety principles and work in a safe manner.

CITY OF MONTE SERENO
18041 SARATOGA-LOS GATOS ROAD, MONTE SERENO, CA 95030
(408) 354-7635 ï FAX (408) 395-7653 ï WWW.CITYOFMONTESERENO.ORG Associate Planner Job Description Page 3 of 3
July 2025
• Maintain effective working relationships with City personnel and public officials, contractors, consultants, administrators, other government and related agencies, and the general public.

Each of these essential tasks must be performed individually and unassisted by other persons since this class of employment requires an ability to work alone.

Required Education, Experience, and Training:

Any combination of education, experience, and training that would likely provide the required knowledge, skills and abilities is qualifying such as:
• A Bachelor's degree from an accredited college or university in urban planning, architecture or a related field and three years of city planning experience OR • A Master's degree from an accredited college or university with major coursework in urban planning, architecture or a related field and two years of city planning experience.

Licenses and Certifications:
• Possession of a valid California Class C driverís license is required.

Physical Demands:

The position also requires grasping, repetitive hand movement and fine coordination in using a computer keyboard. Additionally, the position requires near and far vision in reading reports and work related documents and using a computer. Acute hearing is required when providing phone and personal customer service. These requirements may be accommodated for otherwise qualified individuals requiring and requesting such accommodation.

Work Environment:

Employees work outdoors and independently without technical assistance, in direct contact with other City personnel and the public.

Employment Conditions:

Fair Labor Standards Act Classification: Exempt
Collective Bargaining Representation Unit: Association of City Employees Job Specifications Approved by: City Council
Approval Date: August 5, 2025

CITY OF MONTE SERENO
18041 SARATOGA-LOS GATOS ROAD, MONTE SERENO, CA 95030
(408) 354-7635 ï WWW.CITYOFMONTESERENO.ORG
Building Inspector Code Compliance Officer Job Description Page 1 of 3 Building Inspector/Code Compliance Officer
Job Description
Job Purpose:

To perform a variety of building inspections, code compliance inspections, and enforcement functions pertaining to compliance with the Monte Sereno Municipal Code, ordinances, resolutions, and adopted building codes.

Distinguishing Characteristics:

Under general supervision, perform skilled tasks in the enforcement of applicable codes through the inspection of new construction and remodeling of residential and non-residential structures to ensure conformance with approved plans as well as applicable building codes. Also, investigates non-compliance with the Cityís Municipal Code and conducts enforcement procedures as required to achieve compliance and abate violations. The majority of work is performed with considerable independence.

Essential Functions:

Essential responsibilities and duties may include, but are not limited to, the following:
• Conducts inspections at various stages of construction and upon completion to insure conformity with plans and all applicable codes and regulations. These regulations include the City Zoning Ordinance, the National Electrical Code, and the California Building, Plumbing, Mechanical, Energy, and Green Codes. Notes deficiencies and deviations from plans and directs the means and timing of compliance with the appropriate party; as necessary, refers serious problems and disagreements on interpretation to the Building Official.
• Consults with the contractor, owner, or other appropriate party to assist in the correction of design deficiencies not covered by the building plans. • Performs a variety of duties related to assigned projects, including maintaining records, preparing letters and reports, and researching new or amended regulations. • Checks building plans, issues permits, and provides information concerning all code requirements and department policies regarding construction and remodeling projects. • Investigates complaints of possible violations of City codes and ordinances, prepares, and accumulates evidence, and initiates appropriate remedial action. • Works with departments having enforcement responsibility and coordinate activities with other regulatory agencies having jurisdiction within the City. • Informs the public either verbally or in written from on how compliance may be obtained. • Investigates complaints of possible violations of City codes and ordinances, initiates appropriate remedial action, issues citations, and may be required to testify in court. • Performs other related duties as assigned.

CITY OF MONTE SERENO
18041 SARATOGA-LOS GATOS ROAD, MONTE SERENO, CA 95030
(408) 354-7635 ï WWW.CITYOFMONTESERENO.ORG
Building Inspector Code Compliance Officer Job Description Page 2 of 3 Required Knowledge, Skills, and Abilities:

Knowledge of:
• Principles and techniques of building inspection.
• State and local codes and ordinances relating to building construction. • Construction materials and usage.
• Safety practices.
• Legal procedures related to the enforcement of laws and ordinances.

Ability to:
• Interpret and apply applicable codes and regulations, including City Zoning Ordinance and the California Building, Residential, Electrical, Plumbing, Mechanical, Energy, and accessibility regulations.
• Accurately interpret building plans.
• Identify construction deficiencies.
• Maintain accurate records.
• Analyze, research, and investigate issues and prepare clear and concise reports on findings.
• Work independently, effectively, and maximize productivity with minimal oversight. • Communicate clearly and concisely, both orally and in writing. • Understand and apply principles of good customer service. • Maintain effective working relationships with City personnel and public officials, contractors, consultants, administrators, other government and related agencies, and the general public.

Each of these essential tasks must be performed individually and unassisted by other persons since this class of employment requires an ability to work alone.

Required Education, Experience, and Training:

Any combination of education, experience, and training that would likely provide the required knowledge, skills and abilities is qualifying such as:
• Completion of the twelfth grade or equivalent.
• Two years of journey-level experience in one of the following: 1) inspection services in a city or county, 2) construction trades, or 3) as a contractor. • A two-year college degree or equivalent in Building Inspection may substitute for one year of the required experience.

Licenses and Certifications:
• Certification as a Combination Residential Building Inspector from the International Code Council, or equivalent, such as a degree in engineering or architecture is required.

CITY OF MONTE SERENO
18041 SARATOGA-LOS GATOS ROAD, MONTE SERENO, CA 95030
(408) 354-7635 ï WWW.CITYOFMONTESERENO.ORG
Building Inspector Code Compliance Officer Job Description Page 3 of 3 • Possession of a valid California Class C driverís license is required.

Physical Demands:

Moderate and strenuous exertion required, including sustained walking, standing, bending, climbing and lifting. May have to work in confined spaces, and in adverse conditions which require exposure to inclement weather, noise, noxious odors, gases, or contact with water and/or wastewater.

Position requires prolonged sitting, standing, walking on level, uneven and slippery surfaces, reaching, twisting, turning, kneeling, bending, squatting and stooping in the performance of daily activities. The position also requires grasping, repetitive hand movement and fine coordination in using a computer keyboard. The position also requires near and far vision when performing tasks such as field inspections, in reading written reports and work related documents and using a computer. Acute hearing is required when providing phone and personal customer service.

The need to lift, drag, carry and push equipment, tools and supplies up to 25 pounds is also required. Additionally, when performing field inspections, the incumbent may be exposed to biohazards and work in a variety of working conditions, including mechanical and electrical hazards, loud noise, and inclement weather conditions, such as wet, heat and cold. The nature of the work also requires the incumbent to climb ladders and steep slopes, and walk around construction worksites.

These requirements may be accommodated for otherwise qualified individuals requiring and requesting such accommodation.

Work Environment:

Employees work outdoors and independently without technical assistance, in direct contact with other City personnel and the public.

Employment Conditions:

Fair Labor Standards Act Classification: Exempt
Collective Bargaining Representation Unit: Association of City Employees Job Specifications Approved by: City Council
Approval Date: August 5, 2025

CITY OF MONTE SERENO
18041 SARATOGA-LOS GATOS ROAD, MONTE SERENO, CA 95030
(408) 354-7635 ï WWW.CITYOFMONTESERENO.ORG
City Clerk Job Description Page 1 of 3
July 2025
City Clerk
Job Description
Job Purpose:

Under general supervision of the City Manager, the City Clerk performs all functions required by State Government Code and City Ordinances; manages, organizes, and retains records of City actions, including laws, policies, agreements, and property legalities; records and processes minutes for City Council meetings and other board/agency/commission meetings as required; and provides a wide variety of administrative, analytical, technical, and managerial services as directed by the City Manager
Essential Functions:

Essential responsibilities and duties may include, but are not limited to, the following:
• Serving as a liaison between the public and the City Council. • Providing administrative support to City Council, including event and training registration and related logistics.
• Coordinating preparation and distribution of City Council and Commission agendas and minutes.
• Attending City Council and Commission meetings and takes minutes of proceedings. • Managing the production of City Council and Commission meetings including video, digital and audio broadcast and recordings.
• Coordinating the on-boarding and off-boarding of Council Members and Commissioners. • Attending other City meetings as necessary.
• Processing resolutions and ordinances adopted at such meetings and makes appropriate distribution.
• Preparing, processes, and tracks city-wide contracts and agreements. • Preparing any follow-up correspondence for Council members or City Manager signature after Council meetings.
• Drafting city-related correspondence, including press releases, media advisories, and constituent responses.
• Managing all facets of the Cityís website, including vendor contracts. • Certifying copies of official documents.
• Attesting to subpoenas, City Council and Commission meeting minutes, resolutions and ordinances.
• Preparing and maintains custody of all official records and files in accordance with State laws and the Cityís records retention policy, including municipal code books and the City seal.

CITY OF MONTE SERENO
18041 SARATOGA-LOS GATOS ROAD, MONTE SERENO, CA 95030
(408) 354-7635 ï WWW.CITYOFMONTESERENO.ORG
City Clerk Job Description Page 2 of 3
July 2025
• Writing, recording, filing, advertising, and maintaining ordinances, resolutions, and notices of public hearings.
• Responsible for legal publications and posting.
• Serving as Clerk to any other Commissions established by the Council as needed. • Administering and recording oaths of office for Council Members, Commissioners, and other sworn officers of the City.
• Receiving and processing applications for volunteer board and committees. • Receiving and processing public information and public records requests. • Receiving and processing petitions and claims.
• Receiving and opening bids.
• Providing notary services for City business.
• Serving as the Cityís election official. Conducts and administers Municipal Elections for City Council vacancies, local ballot measures, and referendums. and performs a variety of other tasks, including but not limited to:
o Maintaining receipt of election results.
o Receiving and maintaining candidate records.
o Accepting candidate campaign expense reports. o Coordinating filing of Fair Political Practices Commission forms.
o Coordinating with County Elections on consolidated elections. • Performing other related duties as assigned.

Required Knowledge, Skills, and Abilities:

Knowledge of:
• Proper English grammar, spelling and punctuation.
• Office methods and record keeping procedures
• Business letter writing and forms
• Municipal codes and government practices.

Ability to:
• Operate a variety of office and computer equipment with skill, and/or transcription of recording at a comparable speed.
• Interpret and explain related laws, special instructions, policies and procedures • Compose correspondence
• Establish and maintain cooperative working relationships • Supervise assigned staff
• Work independently with minimum supervision and serve in a position of confidentiality. • Exercise good judgment and tact.

CITY OF MONTE SERENO
18041 SARATOGA-LOS GATOS ROAD, MONTE SERENO, CA 95030
(408) 354-7635 ï WWW.CITYOFMONTESERENO.ORG
City Clerk Job Description Page 3 of 3
July 2025
Each of these essential tasks must be performed individually and unassisted by other persons since this class of employment requires an ability to work alone.

Required Education, Experience, and Training:

Any combination of education, experience, and training that would likely provide the required knowledge, skills and abilities is qualifying such as:
• Graduation from high school, or equivalent, including or supplemented by college-level courses in business or public administration.
• Four years of progressively responsible experience in municipal administration. • Five years of responsible administrative experience.

Bachelorís degree is highly desirable
Licenses and Certifications:
• Possession of, or ability to obtain, a Certified Municipal Clerk designation within two years of hire date.
• Possession of, or ability to obtain, a Notary Public within one year of hire date.

Physical Demands:

The position also requires grasping, repetitive hand movement and fine coordination in using a computer keyboard. Additionally, the position requires near and far vision in reading reports and work related documents and using a computer. Acute hearing is required when providing phone and personal customer service. These requirements may be accommodated for otherwise qualified individuals requiring and requesting such accommodation.

Work Environment:

Employees may work outdoors and independently without technical assistance, in direct contact with other City personnel and the public.

Employment Conditions:

Fair Labor Standards Act Classification: Exempt
Collective Bargaining Representation Unit: Association of City Employees Job Specifications Approved by: City Council
Approval Date: August 5, 2025

CITY OF MONTE SERENO
18041 SARATOGA-LOS GATOS ROAD, MONTE SERENO, CA 95030
(408) 354-7635 ï WWW.CITYOFMONTESERENO.ORG
City Engineer Job Description Page 1 of 4
July 2025
City Engineer
Job Description
Job Purpose:

Under the general direction of the City Manager or Public Works Director, and employee in this position performs a full range of municipal engineering duties; plans, organizes, and directs the Cityís public works activities, functions, contractors, and staff; advises the City Manager on public works related matters; and performs related work as required.

Essential Functions:

Essential responsibilities and duties may include, but are not limited to, the following:
• Administering and monitoring the Public Works Department's operating and capital budget and long-range plans for public works services and programs; • Administering and preparing plans, specifications, bidding, and contract documents; • Managing construction and maintenance contracts;
• Reviewing and recommending conditions of approval for private development; • Approving grading permits pursuant to codes;
• Reviewing and approving Encroachment Permit Applications; • Recommending public improvements for streets, drains, sewers, streetlights, etc. as necessary;
• Serving as the liaison to the Better Streets Commission, which includes collaborating, presenting to, and negotiating with others outside of City staffto coordinate efforts and maintain cooperative and efficient relations;
• Preparing and administering Commission budgets and work programs; • Preparing and presenting oral and written reports to the City Council and Commissions as required;
• Reviewing and signing approved final map and improvement plans attendant thereto, as complying with City Codes, standards and proper engineering practices; • Developing and maintaining the Pavement Management Program; • Managing the NPDES Clean Water Program;
• Coordinating public meetings regarding Public Works projects and other relevant topics; • Representing the City on task forces and negotiating service contracts and rates for other public works related services;
• Operating and maintaining City's traffic controls, including regulatory, warning and guidance devices, and roadway features such as undulations, accessibility ramps, pedestrian, and bicycle facilities;
• Attending training, workshops, and conferences as required;

CITY OF MONTE SERENO
18041 SARATOGA-LOS GATOS ROAD, MONTE SERENO, CA 95030
(408) 354-7635 ï WWW.CITYOFMONTESERENO.ORG
City Engineer Job Description Page 2 of 4
July 2025
• Serving as City's representative to the Valley Transportation Authority Technical Advisory Committee (TAC) and TAC Working Groups as required; • Researching and pursuing funding and grant opportunities that align to City and Department policies, goals, and objectives;
• Interfacing with the residents regarding their concerns and complaints. • Communicating, coordinating and meeting with other local public agencies such as Santa Clara County, Town of Los Gatos, Caltrans, etc.;
• Performing related duties as required.

Required Knowledge, Skills, and Abilities:

Knowledge of:
• Theory, principles, practices, and techniques of civil engineering, public works, and traffic engineering.
• State laws governing subdivision of land.
• Effective supervisory practices, staff development, and personnel administration; • Equipment, materials and methods used in the construction, maintenance, cleaning and repair of public works facilities;
• Materials and labor costs in public works construction work; • Surveying and engineering design of sewer systems, streets and storm drains; • Governmental operations and budgeting
• State regulations as applied to public works projects; • Contract and bidding procedures; and
• Skills in common office software, including Microsoft Word, PowerPoint and Excel.

Ability to:
• Aadminister and monitor the department budget using fiscally sound principles and practices;
• Present complex ideas, facts, and recommendations orally and in writing; • Establish and maintain effective working relationships with Mayor, City Council, Better Streets Commission, City Manager, representatives with other agencies, community groups, and the general public;
• Handle complaints and respond to difficult customers; and • Plan, interpret, and apply knowledge of laws and regulations, principles, and practices regarding city management, budget, finance, public personnel administration, and public works.

Each of these essential tasks must be performed individually and unassisted by other persons since this class of employment requires an ability to work alone.

CITY OF MONTE SERENO
18041 SARATOGA-LOS GATOS ROAD, MONTE SERENO, CA 95030
(408) 354-7635 ï WWW.CITYOFMONTESERENO.ORG
City Engineer Job Description Page 3 of 4
July 2025
Required Education, Experience, and Training:

Any combination of education, experience, and training that would likely provide the required knowledge, skills and abilities is qualifying such as:
• Education: Graduation from an accredited engineering school with major work in civil engineering;
• Experience: Progressively responsible professional civil engineering work, some of which shall have been in a supervisory capacity and included the design, construction, and maintenance of public works facilities;
Licenses and Certifications:
• Possession of a certificate to practice as a registered professional Civil Engineer issued by the State of California is required.
• Possession of a valid California Class C driverís license is required.

Physical Demands:

Moderate and strenuous exertion required, including sustained walking, standing, bending, climbing and lifting. May have to work in confined spaces, and in adverse conditions which require exposure to inclement weather, noise, noxious odors, gases, or contact with water and/or wastewater.

Position requires prolonged sitting, standing, walking on level, uneven and slippery surfaces, reaching, twisting, turning, kneeling, bending, squatting and stooping in the performance of daily activities. The position also requires grasping, repetitive hand movement and fine coordination in using a computer keyboard. The position also requires near and far vision when performing tasks such as field inspections, in reading written reports and work related documents and using a computer. Acute hearing is required when providing phone and personal customer service.

The need to lift, drag, carry and push equipment, tools and supplies up to 25 pounds is also required. Additionally, when performing field inspections, the incumbent may be exposed to biohazards and work in a variety of working conditions, including mechanical and electrical hazards, loud noise, and inclement weather conditions, such as wet, heat and cold. The nature of the work also requires the incumbent to climb ladders and steep slopes, and walk around construction worksites.

These requirements may be accommodated for otherwise qualified individuals requiring and requesting such accommodation.

Work Environment:

Employees work outdoors and independently without technical assistance, in direct contact with other City personnel and the public.

CITY OF MONTE SERENO
18041 SARATOGA-LOS GATOS ROAD, MONTE SERENO, CA 95030
(408) 354-7635 ï WWW.CITYOFMONTESERENO.ORG
City Engineer Job Description Page 4 of 4
July 2025
Employment Conditions:

Fair Labor Standards Act Classification: Exempt
Collective Bargaining Representation Unit: Association of City Employees Job Specifications Approved by: City Council
Approval Date: August 5, 2025

CITY OF MONTE SERENO
18041 SARATOGA-LOS GATOS ROAD, MONTE SERENO, CA 95030
(408) 354-7635 ï FAX (408) 395-7653 ï WWW.CITYOFMONTESERENO.ORG City Planner Job Description Page 1 of 4
July 2025
City Planner
Job Description
Job Purpose:

Under general direction of the City Manager, performs professional planning duties; reviews development proposals for consistency with City Codes; researches and prepares reports for the City Council and Commissions; explains and interprets zoning codes, policies, and philosophies to developers, the public, the Council members, and Commissioners of the City; serves as the Planning Department representative before public or private groups.

Distinguishing Characteristics:

The City Planner is an experienced journey-level classification in which incumbents are expected to independently perform the full scope of planning activities under general direction.

This position is distinguished from the Associate Planner in that the City Planner is the senior level position that functions with limited supervision and is responsible for long range planning documents.

Essential Functions:

Essential responsibilities and duties may include, but are not limited to, the following:
• Processing planning applications;
• Reviewing and analyzing land use impacts and compliance with local and State regulations and City policies;
• Conducting research and compiling, analyzing and evaluating information related to and corresponding with planning studies, such as demographic, economic, social, environmental, land use and housing data;
• Preparing a variety of technical and administrative reports, documents and correspondence;
• Making presentations to the Site and Architectural Commission, City Council and at public hearings and community meetings;
• Preparing and maintaining maps pertaining to zoning, land use and other planning related activities;
• Evaluating and reviewing development plans for compliance; • Preparing reports, Initial Studies, ordinances, and research, and communicating these with project applicants, consultants, staff and members of the public; • Inspecting properties to gather data and assess the possible need for project or plan modifications;
• Researching, conducting and/or analyzing policy and long range planning projects; • Researching planning issues related to land use, zoning and environmental concerns;

CITY OF MONTE SERENO
18041 SARATOGA-LOS GATOS ROAD, MONTE SERENO, CA 95030
(408) 354-7635 ï FAX (408) 395-7653 ï WWW.CITYOFMONTESERENO.ORG City Planner Job Description Page 2 of 4
July 2025
• Researching and writing special studies including General Plan review and policy study issues;
• Maintaining the Cityís long range planning documents (i.e. General Plan, Zoning Ordinance, Design Guidelines, Objective Design Standards, etc.); • Coordinating project reviews with other city departments and outside agencies; • Receiving and responding to inquiries and questions at the front counter, via email and telephone; providing information regarding planning, zoning and the development process to developers, property owners, design professionals, other agencies and City departments;
• Identifying and preparing grant applications for planning and development projects; • Representing the City at meetings and conferences as assigned; • Preparing for public hearings, including preparing public hearing notices and agendas, ensuring proper meeting set-up and adequate supply of meeting materials, and preparing meeting notes and meeting minutes;
• Preparing all written decisions of the Site and Architectural Commission; • Maintaining general knowledge of the Brown Act and parliamentary procedures; • Reviewing plans for compliance with the municipal code regulations and advising the project applicant when plan revisions are necessary; and • Performing other related duties as assigned.

Required Knowledge, Skills, and Abilities:

Knowledge of:
• Basic planning and design principles, practices and current trends. • General understanding of zoning, land use and environmental laws. • Principles of research.
• Basic math and statistical methods.
• Office methods, procedures, software and equipment.
• Principles, objectives and procedures of city and regional planning, urban design and zoning.
• Research and statistical practices as they relate to land use, transportation, zoning and master plan studies.
• Techniques used in the development and maintenance of comprehensive plans, general plans and specific plans.
• Pertinent local, state and federal laws, ordinances and rules. • Elements of project review, including architectural and site planning considerations. • Methods of citizen participation in planning.

Ability to:
• Interpret, apply and explain zoning and land use principles, laws and regulations. • Read and understand maps, architectural drawings and plans, and reports. • Analyze and compile information and determine appropriate course of action. • Understand and use applicable computer software and other office equipment.

CITY OF MONTE SERENO
18041 SARATOGA-LOS GATOS ROAD, MONTE SERENO, CA 95030
(408) 354-7635 ï FAX (408) 395-7653 ï WWW.CITYOFMONTESERENO.ORG City Planner Job Description Page 3 of 4
July 2025
• Understand and follow written and oral instructions.
• Communicate effectively, orally and in writing.
• Write staff reports and similar correspondence.
• Establish and maintain and promote positive and effective working relationships with employees, other agencies, public officials and the public. • Demonstrate initiative and exercise good judgment in the performance of duties. • Work independently and as a team member; recognize and set priorities and meet deadlines.
• Observe safety principles and work in a safe manner.
• Maintain effective working relationships with City personnel and public officials, contractors, consultants, administrators, other government and related agencies, and the general public.

Each of these essential tasks must be performed individually and unassisted by other persons since this class of employment requires an ability to work alone.

Required Education, Experience, and Training:

Any combination of education, experience, and training that would likely provide the required knowledge, skills and abilities is qualifying such as:
• A Bachelor's degree from an accredited college or university in urban planning, architecture or a related field and five years of city planning experience OR • A Master's degree from an accredited college or university with major coursework in urban planning, architecture or a related field and three years of city planning experience.

Licenses and Certifications:
• Possession of a valid California Class C driverís license is required. • Membership in the American Institute of Certified Planners (AICP) is highly desirable.

Physical Demands:

The position also requires grasping, repetitive hand movement and fine coordination in using a computer keyboard. Additionally, the position requires near and far vision in reading reports and work related documents and using a computer. Acute hearing is required when providing phone and personal customer service. These requirements may be accommodated for otherwise qualified individuals requiring and requesting such accommodation.

Work Environment:

Employees work outdoors and independently without technical assistance, in direct contact with other City personnel and the public.

Employment Conditions:

Fair Labor Standards Act Classification: Exempt

CITY OF MONTE SERENO
18041 SARATOGA-LOS GATOS ROAD, MONTE SERENO, CA 95030
(408) 354-7635 ï FAX (408) 395-7653 ï WWW.CITYOFMONTESERENO.ORG City Planner Job Description Page 4 of 4
July 2025
Collective Bargaining Representation Unit: Association of City Employees Job Specifications Approved by: City Council
Approval Date: August 5, 2025

CITY OF MONTE SERENO
18041 SARATOGA-LOS GATOS ROAD, MONTE SERENO, CA 95030
(408) 354-7635 ï WWW.CITYOFMONTESERENO.ORG
Finance and Administrative Services Officer Job Description Page 1 of 3 July 2025
Finance and Administrative Services Officer
Job Description
Job Purpose:

Under general direction of the City Manager, performs a wide range of municipal financial and administrative affairs including accounting and cash management duties; payroll; purchasing; and financial analysis; prepares and maintains financial records and reports; performs professional human resources work including recruitment and selection, and benefits administration; and administers agreements for contracted services.

Distinguishing Characteristics:

Responsibilities and assignments are broad in scope and allow for a high degree of administrative discretion on issues that are complex, interpretive and evaluative in nature.

Essential Functions:

Essential responsibilities and duties may include, but are not limited to, the following:
• Preparing comprehensive, periodic financial, treasurer's and investment reports to the city manager, city council, city staff and other governmental and regulatory bodies; • Overseeing preparation of the Comprehensive Annual Financial Report (CAFR); • Reviewing analytical reports and providing accounting records, reports and financial statements to the City's external auditor as needed;
• Assisting city manager with preparation and presentation of annual budget; • Performing cash management and investment activities; • Prepares vendor payments;
• Coordinating the City budget process, including preparation of the budget manual, development of schedules, worksheets and exhibits, and monitoring of interdepartmental cost allocation and actual expenditures.
• Processing payroll; including auditing and processing timecards, calculating adjustments and retroactive pay, benefit changes, pay raises and promotions, checking for errors, and interpreting, integrating, and explaining rules and regulations specifically related to public employeesí pay and benefits;
• Assisting in the recruitment and selection process, including developing and posting job announcements;
• Working with departments to develop and administer selection tools used in examinations;
• Preparing correspondence; developing eligibility lists; maintaining personnel files; • Assisting in providing new employee orientation, and ensure completion of required paperwork;
• Explaining to employees benefits and related City policies and procedures.

CITY OF MONTE SERENO
18041 SARATOGA-LOS GATOS ROAD, MONTE SERENO, CA 95030
(408) 354-7635 ï WWW.CITYOFMONTESERENO.ORG
Finance and Administrative Services Officer Job Description Page 2 of 3 July 2025
• Monitoring and reviewing service contracts and agreements to ensure appropriate contracts are in place and working with contractors to resolve issues; • Performing other related duties as assigned.

Required Knowledge, Skills, and Abilities:

Knowledge of:
• Local government administration.
• Principles and practices of general, fund, and governmental accounting including financial statement preparation and methods of financial control and reporting; principles and practices of cost and fixed asset accounting;
• GAAP, GASB and GFOA accounting standards and requirements; internal control and audit principles and practices;
• Principles and practices of municipal budgeting; laws and ordinances relating to the financial administration of public agencies;
• Public purchasing and contracting principles and practices, including competitive bidding procedures;
• Pertinent laws governing human resources management, including the Fair Labor Standards Act, OSHA, CalPERS retirement system administration, benefits administration, and workersí compensation administration.

Ability to:
• Use spreadsheet software with skill;
• Analyze, interpret, read and make sound commendations on complex financial data, documents, information and operations;
• Plan and evaluate financial programs and make sound recommendations for improvement; exercise sound independent judgment within general policy guidelines; • Competently and regularly use oral and written communication skills in performance of job duties;
• Establish and maintain effective working relationships with City staff, elected officials, other public and private organizations, the media and the public; • Exercise tact and diplomacy in interpersonal dealings which are difficult, highly sensitive and confidential;
• Work under intensive deadlines with constant interruptions; • Perform highly detailed work on multiple, concurrent tasks.

Each of these essential tasks must be performed individually and unassisted by other persons since this class of employment requires an ability to work alone.

Required Education, Experience, and Training:

Any combination of education, experience, and training that would likely provide the required knowledge, skills and abilities is qualifying such as:

CITY OF MONTE SERENO
18041 SARATOGA-LOS GATOS ROAD, MONTE SERENO, CA 95030
(408) 354-7635 ï WWW.CITYOFMONTESERENO.ORG
Finance and Administrative Services Officer Job Description Page 3 of 3 July 2025
• Bachelor's degree from an accredited college or university with major course work in accounting, business, economics, finance or public administration or a closely related field; AND
• Five years of increasingly responsible municipal government administrative experience which includes professional-level experience in governmental accounting and financial systems, human resources, including recruitment and selection, benefits administration; and administrative and fiscal management/fiduciary responsibilities.

Licenses and Certifications:
• Possession of a Certified Public Accountant (CPA) certificate is desirable.

Physical Demands:

The position also requires grasping, repetitive hand movement and fine coordination in using a computer keyboard. Additionally, the position requires near and far vision in reading reports and work related documents and using a computer. Acute hearing is required when providing phone and personal customer service. These requirements may be accommodated for otherwise qualified individuals requiring and requesting such accommodation.

Work Environment:

Employees work outdoors and independently without technical assistance, in direct contact with other City personnel and the public.

Employment Conditions:

Fair Labor Standards Act Classification: Exempt
Collective Bargaining Representation Unit: Association of City Employees Job Specifications Approved by: City Council
Approval Date: August 5, 2025

CITY OF MONTE SERENO
18041 SARATOGA-LOS GATOS ROAD, MONTE SERENO, CA 95030
(408) 354-7635 ï WWW.CITYOFMONTESERENO.ORG
Maintenance Worker Job Description Page 1 of 3
July 2025
Maintenance Worker
Job Description
Job Purpose:

To perform a wide variety of maintenance, repair and construction work in street, utility, park and building maintenance. Performs the routine tasks and duties assigned including the less complex construction, equipment operation, repair duties, and does related work as required.

Distinguishing Characteristics:

Initially supervised by the Public Works Director or City Engineer. The job may involve repetition of a limited number of tasks, which after initial training and review receives only minimal supervision.

Essential Functions:

Essential responsibilities and duties may include, but are not limited to, the following:
• Lifting, moving or loading heavy objects, materials and equipment as needed; • Maintaining and repairing storm drains and services;
• Sweeping, clearing and cleaning roadsides, gutters, curbs, culverts, catch basins and other drainage structures;
• Removing debris and clearing undergrowth;
• Operating air tools;
• Assisting in preparing and applying paint, asphalt, concrete and premixed materials to streets, roadways, and traffic regulatory signs and symbols; • Cleaning and maintaining basic tools and equipment used on the job; • Performing semiskilled tasks in the areas of building maintenance and repair, including plumbing, electrical and carpentry work;
• Painting, sweeping, mopping and waxing floors;
• Cleaning windows;
• Cleaning restrooms and emptying trash receptacles;
• Securing buildings;
• Operating power equipment and trucks; and
• Performs other related work as required.

Required Knowledge, Skills, and Abilities:

Knowledge of:
• Common construction and maintenance hand tools, equipment and materials; • Basic mechanical principles;

CITY OF MONTE SERENO
18041 SARATOGA-LOS GATOS ROAD, MONTE SERENO, CA 95030
(408) 354-7635 ï WWW.CITYOFMONTESERENO.ORG
Maintenance Worker Job Description Page 2 of 3
July 2025
• Proper procedures for working safely;
Ability to:
• Learn work procedures and tasks performed in the maintenance, repair and construction work in City streets, utilities, parks, and building maintenance; • Understand and follow oral and written instructions;
• Lift heavy articles;
• Drive a truck and learn to operate mowers and other light power equipment; • Perform semiskilled tasks in the construction and maintenance of public works and building facilities;
• Maintain effective working relationships with other employees; • Communicate in a courteous manner with the public;
• Work with minimal supervision.

Each of these essential tasks must be performed individually and unassisted by other persons since this class of employment requires an ability to work alone.

Required Education, Experience, and Training:

Any combination of education, experience, and training that would likely provide the required knowledge, skills and abilities is qualifying such as:
• Completion of a high school diploma or equivalent.

Licenses and Certifications:
• Possession of a valid California Class C driverís license is required.

Physical Demands:

Positions in this class require walking, stooping, kneeling, crouching, bending and reaching on uneven and slippery surfaces and the ability to climb. Requires frequent lifting, carrying of up to 25 pounds, and less frequent lifting and carrying of up to 50 pounds. Requires the ability to lift objects weighing up to 100 pounds with assistance.

Position requires prolonged sitting, standing, walking on level, uneven and slippery surfaces, reaching, twisting, turning, kneeling, bending, squatting and stooping in the performance of daily activities. The position also requires grasping, repetitive hand movement and fine coordination in using a computer keyboard. The position also requires near and far vision when performing tasks such as field inspections, in reading written reports and work related documents and using a computer. Acute hearing is required when providing phone and personal customer service.

The need to lift, drag, carry and push equipment, tools and supplies up to 25 pounds is also required. Additionally, when performing field work, the incumbent may be exposed to

CITY OF MONTE SERENO
18041 SARATOGA-LOS GATOS ROAD, MONTE SERENO, CA 95030
(408) 354-7635 ï WWW.CITYOFMONTESERENO.ORG
Maintenance Worker Job Description Page 3 of 3
July 2025
biohazards and work in a variety of working conditions, including mechanical and electrical hazards, loud noise, and inclement weather conditions, such as wet, heat and cold. The nature of the work also requires the incumbent to climb ladders and steep slopes, and walk around construction worksites.

These requirements may be accommodated for otherwise qualified individuals requiring and requesting such accommodation.

Work Environment:

Employee is required to work outdoors in all weather conditions. Requires exposure to fumes, dust, noise, vibration and dampness with appropriate safety gear.

Employment Conditions:

Fair Labor Standards Act Classification: Hourly ñ Part Time Collective Bargaining Representation Unit: Association of City Employees Job Specifications Approved by: City Council
Approval Date: August 5, 2025

CITY OF MONTE SERENO
18041 SARATOGA-LOS GATOS ROAD, MONTE SERENO, CA 95030
(408) 354-7635 ï WWW.CITYOFMONTESERENO.ORG
Management Analyst Job Description Page 1 of 3
July 2025
Management Analyst
Job Description
Job Purpose:

Under the direction of the City Manager or department head, provide staff assistance in the administration of various City departments; conduct research and analysis on a variety of subjects, prepare draft reports, and work on special projects; coordinate budget preparation and implementation; perform administrative assistant support, and do related work as required.

Distinguishing Characteristics:

Under general supervision, this position performs professional administrative and staff services duties which involves a wide range of duties. This position is distinguished from the Administrative Assistant II job in that this position requires analyst functions including, but not limited to, assisting with budget preparation and reporting as well as analyzing data and contract review.

Essential Functions:

Essential responsibilities and duties may include, but are not limited to, the following:
• Providing administrative assistance to staff, City Manager, and department heads; • Answering and directing calls, and/or taking messages for appropriate staff; • Receiving citizens and assisting or obtaining assistance for them as required; • Serving as back-up to record proceedings of the City Council and other official bodies; • Compiling and analyzing compensation programs;
• Researching issues and preparing responses as directed; • Filing departmental records and correspondence;
• Making arrangements for meetings and conferences and taking minutes if required; • Typing letters, memos, forms, staff reports, public hearing notices, agendas, etc; • Composing final correspondence and staff reports;
• Collecting, compiling and analyzing data from various sources and performing special studies;
• Verifying, posting, and recording a variety of financial transactions; • Generates reports and summaries from the automated fiscal management/permitting systems;
• Reviewing and editing reports prepared by staff for proper grammar, style, form, and consistency;
• Acting as liaison with other City departments, public agencies and the public; • Coordinating public relations efforts by preparing public information material and citywide newsletter;

CITY OF MONTE SERENO
18041 SARATOGA-LOS GATOS ROAD, MONTE SERENO, CA 95030
(408) 354-7635 ï WWW.CITYOFMONTESERENO.ORG
Management Analyst Job Description Page 2 of 3
July 2025
• Attending some night meetings; and
• Performing other related duties as assigned.

Required Knowledge, Skills, and Abilities:

Knowledge of:
• Office practices and procedures;
• Basic mathematics;
• Correspondence forms and correct punctuation, spelling, grammar and vocabulary; and basic records retention systems;
• Letter and report writing, composition, and proofreading of reports, memos, and correspondence;
• Standard office equipment and software including, but not limited to, Microsoft Office programs and email;
• Knowledge of the organization and operation of a municipal government; and • Knowledge of effective work management and scheduling techniques; Ability to:
• Communicate courteously and effectively with the public and other staff; • Acquire knowledge quickly about City functions, policies and staff; • Compose correspondence when necessary;
• Use good judgment and tact;
• Type accurately at a reasonable rate of speed;
• Reason and learn new techniques and equipment such as computer hardware and software; read, interpret, and apply policies, laws, rules and regulations; • Make mathematical calculations at a high school level; • Follow oral and written instructions;
• Plan and organize own work and work space;
• Take direction from several supervisors;
• Ability to prioritize;
• Remain calm under pressure;
• Work independently with minimum supervision;
• Meet established deadlines; and
• Establish and maintain effective working relationships with the public, department and Citywide staff, as well as City advisory bodies.

Required Education, Experience, and Training:

Any combination of education, experience, and training that would likely provide the required knowledge, skills and abilities is qualifying such as:

CITY OF MONTE SERENO
18041 SARATOGA-LOS GATOS ROAD, MONTE SERENO, CA 95030
(408) 354-7635 ï WWW.CITYOFMONTESERENO.ORG
Management Analyst Job Description Page 3 of 3
July 2025
• Completion of a high school diploma or equivalent.
• At least five years administrative experience, including at least one year in a responsible administrative support capacity.
• Supplemental college experience desirable.
• Bachelorís degree is highly desirable.

Physical Demands:

The position also requires grasping, repetitive hand movement and fine coordination in using a computer keyboard. Additionally, the position requires near and far vision in reading reports and work related documents and using a computer. Acute hearing is required when providing phone and personal customer service. These requirements may be accommodated for otherwise qualified individuals requiring and requesting such accommodation.

Work Environment:

Employees work outdoors and independently without technical assistance, in direct contact with other City personnel and the public.

Employment Conditions:

Fair Labor Standards Act Classification: Exempt
Collective Bargaining Representation Unit: Association of City Employees Job Specifications Approved by: City Council
Approval Date: August 5, 2025

CITY OF MONTE SERENO
18041 SARATOGA-LOS GATOS ROAD, MONTE SERENO, CA 95030
(408) 354-7635 ï WWW.CITYOFMONTESERENO.ORG
Public Work Director/City Engineer Job Description Page 1 of 4 July 2025
Public Works Director/City Engineer
Job Description
Job Purpose:

Under the general direction of the City Manager, an employee in this position performs a full range of municipal engineering duties; plans, organizes, and directs the Cityís public works activities, functions, contractors, and staff; advises the City Manager on public works related matters; and performs related work as required.

Essential Functions:

Essential responsibilities and duties may include, but are not limited to, the following:
• Administering and monitoring the Public Works Department's operating and capital budget and long-range plans for public works services and programs; • Administering and preparing plans, specifications, bidding, and contract documents; • Managing construction and maintenance contracts;
• Reviewing and recommending conditions of approval for private development; • Reviewing, approving and grading permits pursuant to codes; •
Recommending public improvements for streets, drains, sewers, streetlights, etc. as deemed necessary;
• Serving as the liaison to the Better Streets Commission, which includes collaborating, presenting reports to, and negotiating with others outside of the City staff to coordinate efforts and maintain cooperative and efficient relations; • Preparing and administering Commission budgets and work programs; • Preparing and presenting oral and written reports to the City Council and Commissions as required;
• Reviewing and approving final map and improvement plans attendant thereto, as complying with City Codes, standards and proper engineering practices; • Developing, managing, and maintaining multiple public works programs; • Coordinating public meetings with citizens;
• Representing the City on task forces and at other committees; • Operating and maintaining City's traffic controls, including regulatory, warning and guidance devices, and roadway features such as undulations, accessibility ramps, pedestrian, and bicycle facilities;
• Attending training, workshops, and conferences as required; • Researching and pursuing funding and grant opportunities that align to City and Department policies, goals, and objectives;

CITY OF MONTE SERENO
18041 SARATOGA-LOS GATOS ROAD, MONTE SERENO, CA 95030
(408) 354-7635 ï WWW.CITYOFMONTESERENO.ORG
Public Work Director/City Engineer Job Description Page 2 of 4 July 2025
• Communicating, coordinating and meeting with other local and neighboring public agencies;
• Performing related duties as required.

Required Knowledge, Skills, and Abilities:

Knowledge of:
• Basic principles and practices of civil engineering as related to public works projects; • Equipment, materials and methods used in the construction, maintenance, cleaning and repair of public works facilities;
• Materials and labor costs in public works construction work; • Designs plans and specifications related to municipal utilities and public works facilities; • Surveying and engineering design of sewer systems, streets and storm drains; • Principles of organization, supervision and employee training; • Governmental operations and budgeting;
• State regulations as applied to public works projects; and contract and bidding procedures.

Ability to:
• Effectively plan, organize and direct public works programs; • Prepare accurate budget estimates;
• Reason and learn new techniques and equipment such as computer hardware and software;
• Read, comprehend and apply official documents and instruction manuals; • Follow oral and written instructions; instruct subordinates in proper work methods and to supervise their work;
• Establish and maintain effective working relationships with subordinates, other City departments, contractors and the general public;
• Analyze data and prepare clear, comprehensive written reports and oral presentations; establish sound work priorities;
• Exercise good judgement and tact;
• Develop and install improvements in organization and work procedures; • Participate with top management on a team basis;
• Recognize and resolve complaints; and
• Exhibit initiative and resourcefulness in handling complex technical and managerial problem.

Each of these essential tasks must be performed individually and unassisted by other persons since this class of employment requires an ability to work alone.

CITY OF MONTE SERENO
18041 SARATOGA-LOS GATOS ROAD, MONTE SERENO, CA 95030
(408) 354-7635 ï WWW.CITYOFMONTESERENO.ORG
Public Work Director/City Engineer Job Description Page 3 of 4 July 2025
Qualifying Experience and Training:

Any combination of education, experience, and training that would likely provide the required knowledge, skills and abilities is qualifying such as:

Education: Graduation from an accredited engineering school with major work in civil engineering;
Experience: Extensive experience in progressively responsible professional civil engineering work, some of which shall have been in a supervisory capacity and included the design, construction, and maintenance of public works facilities.

Licenses and Certifications:
• Possession of a certificate to practice as a registered professional Civil Engineer issued by the State of California is required.
• Possession of a valid California Class C driverís license is required.

Physical Demands:

Moderate and strenuous exertion required, including sustained walking, standing, bending, climbing and lifting. May have to work in confined spaces, and in adverse conditions which require exposure to inclement weather, noise, noxious odors, gases, or contact with water and/or wastewater.

Position requires prolonged sitting, standing, walking on level, uneven and slippery surfaces, reaching, twisting, turning, kneeling, bending, squatting and stooping in the performance of daily activities. The position also requires grasping, repetitive hand movement and fine coordination in using a computer keyboard. The position also requires near and far vision when performing tasks such as field inspections, in reading written reports and work related documents and using a computer. Acute hearing is required when providing phone and personal customer service.

The need to lift, drag, carry and push equipment, tools and supplies up to 25 pounds is also required. Additionally, when performing field inspections, the incumbent may be exposed to biohazards and work in a variety of working conditions, including mechanical and electrical hazards, loud noise, and inclement weather conditions, such as wet, heat and cold. The nature of the work also requires the incumbent to climb ladders and steep slopes, and walk around construction worksites.

These requirements may be accommodated for otherwise qualified individuals requiring and requesting such accommodation.

Work Environment:

Employees work outdoors and independently without technical assistance, in direct contact with other City personnel and the public.

CITY OF MONTE SERENO
18041 SARATOGA-LOS GATOS ROAD, MONTE SERENO, CA 95030
(408) 354-7635 ï WWW.CITYOFMONTESERENO.ORG
Public Work Director/City Engineer Job Description Page 4 of 4 July 2025
Employment Conditions:

Fair Labor Standards Act Classification: Exempt
Collective Bargaining Representation Unit: Association of City Employees Job Specifications Approved by: City Council
Approval Date: August 5, 2025

STAFF REPORT
Meeting: City Council - Aug 05 2025
Agenda Heading: CONSENT CALENDAR
Staff Contact: Diana Perkins, City Planner/Interim City Manager Department: City Manager
Title: Adoption of Ordinance NS-246, and Ordinance of the City Council of the City of Monte Sereno Amending the Municipal Code Section 12.03.020.A and 12.03.020 to Decrease the Number of Youth Commissioners and Amend the Appointment Process
Recommendation(s):

Staff recommends that the City Council adopt Ordinance No. NS-246.

Background Information:

The attached Ordinance was introduced as amended at a regular meeting of the City Council held on June 17, 2025 with the following vote: 4-0.

California Environmental Quality Act:

This is not a “project” under the California Environmental Quality Act (“CEQA”) in that it is a governmental organizational or administrative activity that will not result in direct or indirect changes in the environment (CEQA Guidelines section 15378(b)(5)).

Fiscal Impact:

No fiscal impact to the city is anticipated with the adoption of this ordinance.

Public Noticing:

This meeting agenda was posted on the bulletin board outside of Monte Sereno City Hall and the agenda with this staff report can be accessed on the City of Monte Sereno's website located at www.montesereno.org.

Attachments:

1. Draft Ordinance No. NS-246

ORDINANCE NO. NS-246

AN ORDINANCE OF THE CITY COUNCIL OF THE CITY OF MONTE SERENO AMENDING THE MUNICIPAL CODE SECTION 12.03.020.A AND 12.03.030 TO

DECREASE THE NUMBER OF YOUTH COMMISSIONERS AND AMEND THE

APPOINTMENT PROCESS
WHEREAS, the City Council of the City Monte Sereno desires to amend the number of Commissioners on the Youth Commission.

NOW THEREFORE, THE CITY COUNCIL OF MONTE SERENO DOES ORDAIN AS FOLLOWS:

Section 1. Section 12.03.020.A of Title 12, Chapter 12.03 is hereby amended to read as follows:
“12.03.020. Membership and Criteria for Appointment.

A. The number of members on the Commission shall be established by resolution of the City Council but in no event shall it be less than 5 members, each of whom shall serve for a term of one year beginning August 1st and ending May 31st of each year.”
Section 2. Section 12.030.030 of Title 12, Chapter 12.03 is hereby amended to read as follows:
“12.03.030 Appointment process.

The members of the Commission shall be appointed by a majority vote of the City Council.”
Section 3. CEQA Compliance.

The City Council finds and determines that the enactment of this Ordinance is not a “project” as that term is used in the California Environmental Quality Act (“CEQA”, Cal. Pub. Res. Code Section 21000 et seq.) or the State CEQA Guidelines (Cal. Code of Regs., Title 14, Section 15000 et seq.). Therefore, no environmental assessment is required or necessary.

Section 4. Effective Date.

This ordinance shall be in full force and effect 30 days after its adoption.

Section 5. Severability.

If any section, subsection, sentence, clause, phrase or portion of this

Ordinance is for any reason held invalid or unconstitutional by any court of competent jurisdiction such portion shall be deemed a separate, distinct and independent provision of such Ordinance and shall not affect the validity of the remaining portions thereof.

SECTION 6. Certification.

The City Clerk shall cause this ordinance to be posted and/or published in the manner required by law.

This Ordinance was introduced at the meeting of the City Council on the 17th day of June 2025, and was adopted at a regular meeting of the City Council on the 5th day of August 2025, by the following votes:

AYES:

NOES:

ABSENT:

Approved:

Burton Craig, Mayor
Attest:

Gloisy Gonzalez-Langarica, City Clerk
Approved as to form:

Kirsten Powell, City Attorney

STAFF REPORT
Meeting: City Council - Aug 05 2025
Agenda Heading: PUBLIC HEARINGS
Staff Contact: Gloisy Gonzalez-Langarica, City Clerk
Department: City Clerk
Title: Consider Objections to the 2025 Weed Abatement Program Assessment Report and Adopt a Resolution Confirming the Report and Authorizing Collection of the Assessment Charges
Recommendation(s):

Consider objections to the 2025 Weed Abatement Program Assessment Report and adopt a resolution confirming the report and authorizing collection of the assessment charges.

Background Information:

On December 17, 2024, the City of Monte Sereno Council passed Resolution 2024-3921 declaring hazardous vegetation (weeds) a public nuisance, providing for their abatement, and setting January 21, 2025 as a public hearing date for the annual program. The County mailed property owners a notice on December 20, 2024 of Public Hearing for the Monte Sereno jurisdiction along with guidelines on the Monte Sereno Weed Abatement Program. Due to an incorrect posting of the Public Hearing from the City, the Public Hearing was postponed to February 4, 2025. The County mailed owners a second notice on January 15, 2025 of the change of Public Hearing date. Since that time the City has now completed the actual abatement on those properties that did not comply with the order to abate the nuisance. A report has been prepared summarizing the work completed and the costs incurred.

Now that the work has been completed, pursuant to Monte Sereno Municipal Code section

8.02.110, the City Council needs to consider the report, hear any objections raised by the affected property owners and accept the report. The affected property owners have the right to raise objections, and the City Council may modify the proposed assessments if it deems it reasonable and necessary, after which time the report and assessment list shall be confirmed.

If confirmed, the amount of the cost of abating the nuisance on the lots in the report shall constitute special assessments against the respective lots and shall be a lien against such property until paid.

Analysis:

The 2025 Weed Abatement Assessment Report list includes assessment charges for the annual compliance inspection fee of $105, and any additional inspection, administrative, and abatement fees. The attached resolution affirms these costs and acknowledges the costs will be assessed by the County Tax Collector against the respective properties.

On July 18, 2025, the City of Monte Sereno staff mailed property owners a notice to inform them of the August 5, 2025 Public Hearing. The notice also provided detailed information on the assessment charges and contact information for potential questions pertaining to the assessments. This public hearing is an opportunity to allow property owners who are on the assessment report to object to the assessment.

Alternatives:

An alternative would be to modify the proposed assessments if deemed reasonable and necessary.

Conclusion:

Staff recommends that the Council conduct a public hearing to consider objections to the 2025 Weed Abatement Program Assessment Report and adopt a resolution confirming the report and authorizing collection of the assessment charges
Public Noticing:

The City Council’s agenda was posted at City Hall and the agenda and this report appear on the City’s website.

Attachments:

County Letters and Notices to Property Owners
City Letter to Property Owners (July)
2025 Monte Sereno Assessment Report
Draft Resolution
Reso No 24-3921 Declaring Noxiousand Dangerous Weeds and Rubblish, Ruse, and Dirt to be a Public Nui

(over)

TRA 16
Notice to
Destroy
Weeds
NOTICE IS HEREBY GIVEN that on December 17, 2024 pursuant to the provisions of the Monte Sereno City Municipal Code Section 8-2.05, the City Council passed a resolution declaring that all weeds, dirt, rubbish and other hazardous material growing, located or existing upon any private property or in any street, sidewalk or alley constitute public nuisance, which nuisance must be abated by the destruction or removal thereof, otherwise they will be removed and the nuisance abated by the City and the cost of the removal shall be assessed upon the lots and lands from which, or from the front or rear of which, such weeds, dirt, rubbish or other hazardous material shall have been removed and such cost will constitute a lien upon such land until paid.

All property owners having any objections to the proposed destruction or removal of such weeds, dirt, rubbish or other hazardous material are hereby notified to attend a meeting of the City Council of the City of Monte Sereno at 18041 Saratoga-Los Gatos Rd., Monte Sereno, California, to be held on Tuesday, January 21, 2025, at 7:00 p.m., or as soon thereafter as the matter can be heard, when their objections will be heard and given due consideration.

The language and format for this notice is required by California Health and Safety Code Sections 14891 Et. Seq.

(over)

MONTE SERENO WEED ABATEMENT PROGRAM SCHEDULE
January 21, 2025 Public hearing to consider objections to Abatement List.

April 15, 2025 PARCEL ABATEMENT DEADLINE
Parcel must be free from hazardous vegetation by this date or Inspector will order abatement.

July/August, 2025 Assessment Hearing date to be scheduled by City Council.

2025 COUNTY WEED ABATEMENT FEES
Properties in the Weed Abatement Program, you will be responsible for an annual inspection fee of $105.00 per parcel.

Please be advised that the property owner of any parcel found to be non-compliant on or after the April 15th deadline will be charged a processing fee of $597.00 and the property will be scheduled for abatement by the County contractor. If you complete the abatement work before the County contractor performs the abatement, you will not incur further charges.

Should the abatement work be performed by a County contractor, you will be assessed the contractor’s charges plus a County administrative fee of $961.00 per parcel. For those parcels requiring a warrant a fee of $1,323.00 per parcel will be assessed. 2025 COUNTY CONTRACTOR’S WEED ABATEMENT PRICE LIST
A) Disc Work**
PARCEL SIZE: 1
st Disc + 2nd Disc = Total Discs
0-12,500 sq.ft. $TBD $ TBD $ TBD
12,501sq.ft.- 43,560sq.ft. $ TBD $ TBD $ TBD
Larger than 1 Acre $ TBD $ TBD $ TBD (PER ACRE)
** It is required that parcels be disced twice a year. The cost for the first discing is higher due to additional work normally required during the first discing.

B) HANDWORK $ TBD PER 100 Square Feet (SF)
C) FLAIL 6 Foot Mower $ TBD PER 1,000 SF
MOWING 12 Foot Mower $ TBD PER 1,000 SF
D) LOADER WORK $ TBD PER HOUR
E) DUMP TRUCK $ TBD PER HOUR
F) BRUSH WORK $ TBD PER 100 SF
G) DEBRIS REMOVAL $ TBD PER HOUR
H) DUMP FEE 100%
Added to orders with debris removal at 100% of the dump site charge. *Please note this program does not offer herbicide application as a method of abatement.

County of Santa Clara
Consumer and Environmental Protection Agency
Agriculture and Environmental Management
1553 Berger Drive, Building 1 San Jose, CA 95112
80 W. Highland Avenue, Building K San Martin, CA 95046
12425 Monterey Road, San Martin, CA 95046
Vector Control District
1580 Berger Drive, San Jose, CA 95112
https://cepa.santaclaracounty.gov
Board of Supervisors: Sylvia Arenas, Betty Duong, Otto Lee, Susan Ellenberg, Margaret Abe-Koga County Executive: James R. Williams
January 15, 2025
Dear Property Owner,
During the public hearing on Monday, January 21st th, the Monte Sereno City Council made a decision to continue the public hearing at the next City Council meeting on Tuesday, February 4th, 2025, at 7:00 PM. The public hearing will be held at City of Monte Sereno at 18041 Saratoga-Los Gatos Rd., Monte Sereno, California. Due to this continuance, we are providing a new Notice to Destroy Weeds with the new hearing date listed.

If you have any questions, please feel free to contact me directly by phone at 408-282-3186 or by email at [email protected].

Sincerely,
Garik Iosilevsky
Weed Abatement Manager
County of Santa Clara Weed Abatement Program
408-282-3186
[email protected]

(over)

TRA 16
Notice to
Destroy
Weeds
NOTICE IS HEREBY GIVEN that on December 17, 2024 pursuant to the provisions of the Monte Sereno City Municipal Code Section 8-2.05, the City Council passed a resolution declaring that all weeds, dirt, rubbish and other hazardous material growing, located or existing upon any private property or in any street, sidewalk or alley constitute public nuisance, which nuisance must be abated by the destruction or removal thereof, otherwise they will be removed and the nuisance abated by the City and the cost of the removal shall be assessed upon the lots and lands from which, or from the front or rear of which, such weeds, dirt, rubbish or other hazardous material shall have been removed and such cost will constitute a lien upon such land until paid.

All property owners having any objections to the proposed destruction or removal of such weeds, dirt, rubbish or other hazardous material are hereby notified to attend a meeting of the City Council of the City of Monte Sereno at 18041 Saratoga-Los Gatos Rd., Monte Sereno, California, to be held on Tuesday, February 4, 2025, at 7:00 p.m., or as soon thereafter as the matter can be heard, when their objections will be heard and given due consideration.

The language and format for this notice is required by California Health and Safety Code Sections 14891 Et. Seq.

(over)

MONTE SERENO WEED ABATEMENT PROGRAM SCHEDULE
February 4, 2025 Public hearing to consider objections to Abatement List.

April 15, 2025 PARCEL ABATEMENT DEADLINE
Parcel must be free from hazardous vegetation by this date or Inspector will order abatement.

July/August, 2025 Assessment Hearing date to be scheduled by City Council.

2025 COUNTY WEED ABATEMENT FEES
Properties in the Weed Abatement Program, you will be responsible for an annual inspection fee of $105.00 per parcel.

Please be advised that the property owner of any parcel found to be non-compliant on or after the April 15th deadline will be charged a processing fee of $597.00 and the property will be scheduled for abatement by the County contractor. If you complete the abatement work before the County contractor performs the abatement, you will not incur further charges.

Should the abatement work be performed by a County contractor, you will be assessed the contractor’s charges plus a County administrative fee of $961.00 per parcel. For those parcels requiring a warrant a fee of $1,323.00 per parcel will be assessed. 2025 COUNTY CONTRACTOR’S WEED ABATEMENT PRICE LIST
A) Disc Work**
PARCEL SIZE: 1
st Disc + 2nd Disc = Total Discs
0-12,500 sq.ft. $TBD $ TBD $ TBD
12,501sq.ft.- 43,560sq.ft. $ TBD $ TBD $ TBD
Larger than 1 Acre $ TBD $ TBD $ TBD (PER ACRE)
** It is required that parcels be disced twice a year. The cost for the first discing is higher due to additional work normally required during the first discing.

B) HANDWORK $ TBD PER 100 Square Feet (SF)
C) FLAIL 6 Foot Mower $ TBD PER 1,000 SF
MOWING 12 Foot Mower $ TBD PER 1,000 SF
D) LOADER WORK $ TBD PER HOUR
E) DUMP TRUCK $ TBD PER HOUR
F) BRUSH WORK $ TBD PER 100 SF
G) DEBRIS REMOVAL $ TBD PER HOUR
H) DUMP FEE 100%
Added to orders with debris removal at 100% of the dump site charge. *Please note this program does not offer herbicide application as a method of abatement.

2025 WEED ABATEMENT PROGRAM

CITY OF MONTE SERENO

ASSESSMENT REPORT
Situs APN OWNER ADDRESS

TAX ROLL
AMT
Exhibit A
1 15315 Karl 409-41-003 Carson, Barbara L Trustee Po Box 6122 TAHOE CITY 96145 $105.00 2 18305 Constitution 410-29-002 Shivsan Llc 18305 Constitution Ave MONTE SERENO 95030 $210.00 3 Becky 410-42-013 Wong, Gilbert Trustee P O Box 700005 SAN JOSE 95170 $105.00 4 16301 Ridgecrest 510-21-036 Spence, Arthur L 16301 Ridgecrest Ave MONTE SERENO 95030-4139 $105.00 5 16255 Ridgecrest 510-21-058 Roohparvar, Fariborz F And Tala 16255 Ridgecrest Ave MONTE SERENO 95030-4139 $105.00 6 16177 Ridgecrest 510-21-083 Tabari, K K And Doris M Trustee 16177 Ridgecrest Ave MONTE SERENO 95030-4137 $105.00 7 Ridgecrest 510-21-094 Misserlian, Mihran And Jeannine J 888 Brannan St Ste 160 SAN FRANCISCO 94103 $105.00 TOTAL $840.00
Report Date: 7/18/2025 (List Sorted by APN) Page 1

RESOLUTION NO. 25-XXXX

RESOLUTION OF THE CITY COUNCIL OF THE CITY OF MONTE SERENO

CONFIRMING A WEED ABATEMENT REPORT AND ASSESSMENT LIST FILED BY

THE COUNTY FIRE MARSHAL AND REMANDING SAME TO SAID FIRE

MARSHAL TO BE ENTERED ON THE TAX ASSESSMENT ROLL
WHEREAS, the County Fire Marshal filed a Report and Weed Abatement Assessment List with the City Clerk on July 11, 2025 in conformance with Chapter 2 of Title 8, entitled “Public Works”, of the Monte Sereno Municipal Code; and WHEREAS, a hearing was held on said Report and Assessment List on August 5, 2025, which hearing concluded,
NOW, THEREFORE, BE IT ORDERED AND DETERMINED by the City Council of the City of Monte Sereno as follows:

1. That the Report and Assessment List of said County Fire Marshal is hereby confirmed.

2. That the Assessment List is hereby remanded to said County Fire Marshal to be entered on the Tax Assessment Roll as provided by Chapter 2 of Title 8 of the Monte Sereno Municipal Code.

REGULARLY PASSED AND ADOPTED by the CITY COUNCIL of the CITY OF MONTE SERENO this 5th day of August, 2025 by the following roll call vote:

AYES:

NOES:

ABSENT:

APPROVED:

By: Burton Craig, Mayor
ATTEST:

By
Gloisy Gonzalez-Langarica, City Clerk

RESOLUTION NO. 24-3921

A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF MONTE SERENO DECLARING NOXIOUSAND

DANGEROUS WEEDS AND RUBBISH, REFUSE, AND DIRT TO BE A PUBLIC NUISANCE WHEREAS, certain weeds, dirt, rubbish, and other hazardous material are growing, located, or existing upon private property or properties, and in sidewalks, streets, or alleys within the City of Monte Sereno, more specifically identified by address or parcel set forth in Exhibit A, hereby incorporated into this resolution; and
WHEREAS, said weeds are of a kind which, when mature, bear wingy or downy seeds and which attain such a large growth as to become a fire menace when dry, or which are otherwise noxious or dangerous, and which weeds are seasonal and recurrent nuisances; and WHEREAS, said weeds, dirt, rubbish and other hazardous material constitutes a public nuisance and require the abatement thereof as provided by law; and WHEREAS, in accordance with Government Code sections 39501 and 39502, Monte Sereno Municipal Code Chapter 8.02 sets forth the process and the authority for the abatement of weeds within the City of Monte Sereno and for the assessment of the costs of removal by lien.

NOW THEREFORE BE IT RESOLVED, by the City Council of the City of Monte Sereno, as follows:

1. That the weeds, dirt, rubbish, and other hazardous material constitute a public nuisance and that the said public nuisance should be abated in the manner provided in Chapter 8.02 “Weed Abatement” of the Monte Sereno Municipal Code.

2. In accordance with Monte Sereno Municipal Code Section 8.02.050, the nuisances identified in this resolution must be abated by the property owner within thirty (30) days after the adoption of this resolution, or within such other time as may be established by written agreement with the Fire Marshal or City Engineer. If not abated within such time as set forth herein, the City of Monte Sereno shall cause such nuisance to be abated, and the expense of such abatement assessed upon the property requiring weed removal.

3. After passage of this resolution, the City Clerk shall mail notice to the affected property owners as soon as practicable and cause notice of its passage to be conspicuously posted in three (3) prominent places in the City of Monte Sereno at least ten days prior to the time fixed by the City Council for hearing objections, and which notice shall be in form prescribed in Section

8.02.060 of the Monte Sereno Municipal Code.

4. The City Council shall hear and consider all objections to the proposed destruction or removal of weeds, dirt, rubbish, or other hazardous material at a public hearing to be held virtually and in person at 7:00 p.m. on the 21st day of January 2025 via the Zoom application and in the Council Chambers, City Hall, 18041 Saratoga-Los Gatos Road, Monte Sereno, California. By motion or resolution at the conclusion of said hearing, the City Council shall either allow or overrule any objections.

5. If objections have not been made, or after the City Council has disposed of those objections made, the City Council shall order by resolution that the City Manager or the City Engineer, or their designated representatives, abate any nuisance caused by weeds that have not Docusign Envelope ID: D70B3F8B-7B73-4206-8139-7A6980E5B229

yet been abated by the property owner, and that the expense of abatement be assessed upon the property requiring such abatement.

REGULAR ADOPTED AND PASSED this 17 day of December 2024 by the following roll call vote:

AYES: SHANNON, WOLSHEIMER, MEKECHUK, ELLAHIE, CRAIG
NOES: NONE
ABSENT: NONE
ABSTAIN: NONE
APPROVED:
_______________________
Burton Craig, Mayor
ATTEST:
______________________________
Gloisy Gonzalez-Langarica, City Clerk
Docusign Envelope ID: D70B3F8B-7B73-4206-8139-7A6980E5B229

STAFF REPORT
Meeting: City Council - Aug 05 2025
Agenda Heading: UNFINISHED BUSINESS
Staff Contact: Gloisy Gonzalez-Langarica, City Clerk
Department: City Clerk
Title: Consider Three (3) Applications and Appoint One (1) Additional Member to the 2025-2026 Monte Sereno Youth Commission
Recommendation(s):

Staff recommends that the City Council consider three (3) applications and appoint one (1) additional member for the 2025-2026 Monte Sereno Youth Commission.

Background Information:

The Youth Commission ordinance calls for appointments to the Youth Commission annually.

The City Council voted to reduce the size of the Commission from fifteen (15) to six (6) and appointed five (5) at the meeting on Tuesday, June 17, 2025. The City received Three (3) additional applications for the remaining seat, from the following Monte Sereno youth:
 Aradhita Singh
 Daniel Matin
 Stella Zeidler
The appointed applicant will be required to fill out and sign the Monte Sereno Youth Volunteer Waiver and Release of Liability form.

Fiscal Impact:

There are no unbudgeted fiscal impacts with this agenda item.

Public Noticing:

The City Council's agenda was posted at City Hall and the agenda and this report appear on the City's website.

Attachments:

Monte Sereno Youth Volunteer Waiver and Release of Liability Form Application - Aradhita Singh - Youth Commission
Application - Daniel Matin - Youth Commission
Application - Stella Zeidler - Youth Commission