Agenda packet — San Jacinto City Council, February 1, 2022 (part 1 of 3)

AGENDA
CITY COUNCIL – REGULAR MEETING
TUESDAY, FEBRUARY 1, 2022
6:30 PM OPEN SESSION

PUBLIC TELECONFERENCE NUMBER
(951) 465-7684, Conference ID #:536 993 13#
LIVE STREAM LINK: www.sanjacintoca.gov

SAN JACINTO CITY HALL
595 S. San Jacinto Ave
San Jacinto, CA 92583
951-487-4330
City of San Jacinto Page 1 Updated 1/27/2022 6:22 PM

CRYSTAL RUIZ, MAYOR

PHIL AYALA, MAYOR PRO TEM

ALONSO LEDEZMA, COUNCILMEMBER

BRIAN HAWKINS, COUNCILMEMBER

MICHAEL HEATH, COUNCILMEMBER
IMPORTANT MESSAGE REGARDING February 1, 2022 CITY COUNCIL MEETING ***SPECIAL TELECONFERENCING MEETING PROCEDURES***
This City Council meeting is being conducted ONLY utilizing teleconferencing and electronic means consistent with AB 361 because state and local officials continue to recommend measures to promote social distancing due to the COVID-19 pandemic. There will be no physical meeting location. The City Council meeting may be joined telephonically by calling (951) 465-7684, Conference ID #:536 993 13#.

Submission of Public Comments: For those wishing to make public comments at the February 1, 2022, City Council meeting, you will have an opportunity to make public comments from the telephone line during the meeting. When comments are called, please press *6 to unmute your line and request to be heard.

Alternatively, please submit your comments by email to be read aloud at the meeting by the City Clerk.

Email comments to Julia Espinoza at [email protected]. Please put “PUBLIC COMMENT” in the email subject line. Email comments on matters not on the agenda must be received before the time the Mayor calls the item for Public Comments. Email comments on public hearing items must be received before the time the Mayor closes the public hearing on the agenda item. All email comments shall be subject to the same rules as would otherwise govern speaker comments at the Council meeting. Electronic comments on agenda items for February 1, 2022, may only be submitted via email. Comments via text and social media (Facebook, Twitter, etc.) will not be accepted.

Submission of Public Hearing Comments: Please put “COMMENT FOR PUBLIC HEARING” in the subject line.

Reading of Public Comments: The City Clerk shall read all email comments, provided that the reading shall not exceed three (3) minutes, or such other time as the Council may provide, consistent with the time limit for speakers at a Council meeting. The email comments submitted shall become part of the record of the Council meeting.

In compliance with the Americans with Disabilities Act, if you need special assistance to participate in this meeting, please contact the office of the City Clerk at 951-487-7339. Notification 48 hours prior to a meeting will enable the City to make reasonable arrangements to ensure accessibility to that meeting [28 CFR 35.102.35.104 ADA Title II].

City of San Jacinto Page 2 Updated 1/27/2022 6:22 PM

1. ORGANIZATION

1.1. Roll Call

1.2. Invocation

1.3. Pledge of Allegiance

1.4. Mayor / Council Member Reports / Discussions

1.5. Late Items

2. PUBLIC COMMENTS

3. CONSENT CALENDARS

3.A. Consent Calendar - City Council

3.A.1. Waiver of Full Reading of Ordinance(s), and Reading by Title Only

3.A.2. Minutes of the Regular City Council Meeting of January 18, 2022 RECOMMENDATION:

Staff recommends that City Council approve the minutes of the January 18, 2022, Regular City Council Meeting.

Department: City Clerk

3.A.3. Treasurer’s Report at December 31, 2021
RECOMMENDATION:

Receive and File Treasurer’s Report for the month ending December 31, 2021.

Department: Finance

3.A.4. Virtual Meeting Findings
RECOMMENDATION:

Make findings that state and local officials continue to recommend measures to support social distancing due to the COVID-19 emergency and authorize virtual meetings for the City Council and all City bodies for the next 30 days.

Department: City Attorney

3.A.5. Contract Extensions for Landscape and Irrigation Maintenance Agreements with Inland Empire Landscaping and Executive Image
RECOMMENDATION:

Staff recommends that the City Council:

City of San Jacinto Page 3 Updated 1/27/2022 6:22 PM

1. AUTHORIZE the City Manager to issue a one-year extension of the Landscape and Irrigation Maintenance Agreement for Inland Empire Landscaping in the amount of $406,641.96 annually.

2. AUTHORIZE the City Manager to issue a one-year extension of the Landscape and Irrigation Maintenance Agreement for Executive Image and increase the maximum contract amount from $235,680.00 annually to $282,816.00 annually.

Department: Public Utilities

3.A.6. The Cove Specific Plan Northbound Local Street Closure for Warren Road RECOMMENDATION:

Staff recommends that the City Council approve northbound local street closure of Warren Road between Cottonwood Avenue and Upperline Drive for up to 10 working days.

Department: Engineering

4. PUBLIC HEARING

4.1. Proposal by the City of San Jacinto to consider the 6th Cycle, 2021-2029 San Jacinto Housing Element.

RECOMMENDATION:

Staff recommends that the City Council:

1. DETERMINE that the Project is exempt from environmental review under the California Environmental Quality Act (“CEQA”) pursuant to §15060(c)(2) of the CEQA Guidelines - Preliminary Review - as it can be seen with certainty that the adoption of the Housing Element will not result in a direct or reasonable foreseeable indirect physical change in the environment; and, §15061(b)(3) - Common Sense Exemption - whereby the activity is covered by the common sense exemption that CEQA applies only to project which have the potential for causing a significant effect on the environment; where is can be seen with certainty that there is no possibility that the activity in question may have a significant effect on the environment, the activity is not subject to CEQA and DIRECT Staff to file a Notice of Exemption (NOE).

2. AUTHORIZE Staff to make additional non-substantive changes to the San Jacinto 6th Cycle (2021-2029) Housing Element based on new California Department of Housing and Community Development comments.

3. ADOPT Resolution No. 3895 thereby ADOPTING the San Jacinto 6th Cycle (2021-2029) Housing Element.

Department: Community Development

5. DISCUSSION ITEMS
City of San Jacinto Page 4 Updated 1/27/2022 6:22 PM

5.1. Authorization to Submit a Two-Year Community Development Block Grant Application to the Riverside County Department of Housing Homelessness Prevention & Workforce Solutions for Program Years 2022-2023 and 2023-2024 RECOMMENDATION:

1. AUTHORIZE the City Manager to submit an application to the Riverside County Department of Housing Homelessness Prevention & Workforce Solutions (HHPWS) for a two (2) year Community Development Block Grant (CDBG) allocation for the Mistletoe Park Restroom Facility Improvement Project; and,

2. APPROVE and AUTHORIZE the City Manager to submit a CDBG application for the Voices for Children Riverside County Court Appointed Special Advocate Project for the requested amount of $10,000, subject to the conditions of the CDBG program as provided by the Riverside County Department of Housing Homelessness Prevention & Workforce Solutions Program.

Department: Community Development

6. FUTURE REQUESTS FROM CITY COUNCIL TO STAFF

7. ADJOURNMENT
DOCUMENTS RELATED TO OPEN SESSION AGENDAS (SB343) - Any public record, relating to an open session agenda item, that is distributed within 72 hours prior to the meeting is available for public inspection at the public counter located in the Administration Building of City Hall, 595 S. San Jacinto Avenue, San Jacinto, CA 92583.

I, Julia Espinoza, Deputy City Clerk of the City of San Jacinto, do hereby certify that I caused to be posted the foregoing agenda this 27th day of January 2022 as requested by law.

Julia Espinoza, Deputy City Clerk
February 1, 2022
TO: City Council
REQUESTED BY: Julia Espinoza, Deputy City Clerk
APPROVED BY: Robert A. Johnson, City Manager
SUBJECT: Minutes of the Regular City Council Meeting of January 18, 2022 RECOMMENDATION:

Staff recommends that City Council approve the minutes of the January 18, 2022, Regular City Council Meeting.

ATTACHMENTS:
1-18-22 Regular Meeting Minutes

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ACTION MINUTES
CITY COUNCIL – REGULAR MEETING
TUESDAY, JANUARY 18, 2021
6:30 PM OPEN SESSION

PUBLIC TELECONFRENCE NUMBER
(951) 465-7684, Conference ID#:750 479 030#
LIVE STREAM LINK: www.sanjacintoca.gov

SAN JACINTO CITY HALL
595 S. SAN JACINTO AVENUE
SAN JACINTO, CA 92583
951-487-7339

1. ORGANIZATION
Mayor Crystal Ruiz called the meeting to order at 6:31 pm.

1.1 Roll Call
Deputy City Clerk Julia Espinoza conducted the roll call:

Teleconferenced in: Mayor Crystal Ruiz, Mayor Pro Tem Phil Ayala, Councilmember Alonso Ledezma, Councilmember Brian Hawkins, and Councilmember Michael Heath

1.2 Invocation
Councilmember Hawkins gave the invocation.

1.3 Pledge of Allegiance
Mayor Pro Tem Ayala led the Pledge of Allegiance.

1.4 Special Presentation(s)

1.4.1 Mayor Ruiz presented a recognition to Former Mayor Alonso Ledezma.

1.4.2 Mayor Ruiz introduced Lt. Harding as New Chief/Thank you to Chief Reichle.

1.4.3 Mayor Ruiz presented a recognition to LCA Metals/Agustin Corona.

CRYSTAL RUIZ, MAYOR

PHIL AYALA, MAYOR PRO TEM

ALONSO LEDEZMA, COUNCILMEMBER

BRIAN HAWKINS, COUNCILMEMBER

MICHAEL HEATH, COUNCILMEMBER

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Attachment: 1-18-22 Regular Meeting Minutes (Minutes of the Regular City Council Meeting of January 18, 2022)

1.5 Mayor/Council Member Reports
Councilmembers provided their reports.

1.6 Late Items
There were no late items.

2. PUBLIC COMMENTS
There was one public comment:
 Fatima Rahman

3. CONSENT CALENDAR

3. A. Consent Calendar – City Council

3.A.1. Waiver of Full Reading of Ordinance(s), and Reading by Title Only

3.A.2. Minutes of the January 4, 2022 Regular Meeting/City Clerk/Approved

3.A.3. Treasurer’s Report at October 31,2021/Finance/Approved

3.A.4. Treasurer’s Report at November 30, 2021/Finance/Approved

3.A.5. Warrants and Disbursements – December 2021/Finance/Approved

3.A.6. Second Reading of Ordinance 21-10, Authorizing the levy of Special Tax in Community Facilities District No. 2020-1/Finance/Approved

3.A.7. Second Reading of Ordinance 21-11, Authorizing the levy of Special Tax in Community Facilities District No. 2020-1/Finance/Approved

3.A.8. Levying a Special Tax within Community Facilities District 2003-1, including certain annexation territory (Annexation No.
60)/Finance/Approved

3.A.9. Continuing Appropriations – FY 2021-22 Budget Adjustment /Finance/Approved

3.A.10.Adoption of Virtual Meeting Findings/City Attorney/Approved

3.A.11.2021 Citywide Slurry Seal and Overlay Project (CIP 18-002) – Full Local Street Closure of Kirby Street/Engineering/Approved

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Attachment: 1-18-22 Regular Meeting Minutes (Minutes of the Regular City Council Meeting of January 18, 2022) M/S/C (Ayala/Ledezma) moved to approve the Consent Calendar. Motion carried 5/0.

Ayes: Heath, Ruiz, Ayala, Hawkins, Ledezma
Nays: None

Absent: None
Abstain: None

4. DISCUSSION ITEM

4.1 Drilling, Construction, Development, and Testing of the New Grand Well (CIP #20-004/ARPA)
Public Utilities Superintendent Arthur Mullen presented the staff report.

M/S/C (Heath/Hawkins) made a motion to award the contract to Yellow Jacket Drilling Services LLC, for the sum of $1,803,940.50, reject all other bids, authorize the City Manager to execute the contract, and authorize 10% contingency for construction and soft costs in the amount of $180,394.05.

Motion carried 5/0.

Ayes: Ayala, Ledezma, Hawkins, Heath, Ruiz
Nays: None

Absent: None
Abstain: None

5. CITY MANAGER UPDATE
 Community Development - Department Overview
 Planning Division
 Building and Safety Division
 Code Enforcement Division
 Department of Public Utilities – Street Division
 Department of Public Utilities – Water Division
 Department of Public Utilities – Parks Division and Graffiti Removal  Department of Public Utilities – Storm Water Division  Department of Public Utilities – Waste Water Division  DPU - American Rescue Plan (ARPA) Project Funding Update  City Manager’s Office – Passport Services
 Community Outreach – HARP Outreach Stats
 City Manager’s Office – Ignite San Jacinto/HARP

6. FUTURE REQUESTS FROM CITY COUNCIL TO STAFF
 Councilmember Hawkins requested that city staff looking into installing more lights at the crosswalks by Mistletoe Park.
 Councilmember Hawkins requested that city staff apply for grants to create a resource center/park for the homeless.

3.A.2.a
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Attachment: 1-18-22 Regular Meeting Minutes (Minutes of the Regular City Council Meeting of January 18, 2022)

7. ADJOURNMENT
With no further business before the City Council, Mayor Ruiz adjourned the City Council's Regular Meeting at 8:04 pm.

CITY OF SAN JACINTO:
________________________
Crystal Ruiz, Mayor
ATTEST:
_____________________________
Julia Espinoza, Deputy City Clerk

Approved as read:

Approved as amended:

3.A.2.a
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Attachment: 1-18-22 Regular Meeting Minutes (Minutes of the Regular City Council Meeting of January 18, 2022) February 1, 2022
TO: City Council
REQUESTED BY: Julia Espinoza, Deputy City Clerk
APPROVED BY: Robert A. Johnson, City Manager
SUBJECT: Treasurer’s Report at December 31, 2021
RECOMMENDATION:

Receive and File Treasurer’s Report for the month ending December 31, 2021.

BACKGROUND:

The Treasurer’s Report is required to be presented to the governing body at least quarterly in accordance with California Government Code Section 53600 et. seq.

DISCUSSION:

Total Cash and City Investments decreased 0.24% during the month. This includes cash, cash in bank and cash with trustee.

The attached Treasurer’s report is a “snapshot” report of our cash position on the last day of the month in all of our accounts. A section demonstrating compliance with the adopted Investment Policy and a chart depicting historical interest rates for certain positions is also included.

Detailed statements of investments from Chandler Asset Management and Public Trust Advisors have also been included.

FISCAL IMPACT:

None.

ATTACHMENTS:
2021-22 December Treasurers Report with signature

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Attachment: 2021-22 December Treasurers Report with signature (Treasurer’s Report at December 31, -

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5/21
6/21
7/21
8/21
9/21
10/21
11/21
12/21
Interest Rates - 1/19 to 12/21
LAIFLAMMA-BoHMMA-MechPIMMA-MechChandlerPTA

3.A.3.a
Packet Pg. 13
Attachment: 2021-22 December Treasurers Report with signature (Treasurer’s Report at December 31,

MONTHLY ACCOUNT STATEMENT
City of San Jacinto - Account #10167
DECEMBER 1, 2021 THROUGH DECEMBER 31, 2021
Information contained herein is confidential. We urge you to compare this statement to the one you receive from your qualified custodian. Please see Important Disclosures.

CHANDLER ASSET MANAGEMENT
chandlerasset.com
Chandler Team:

For questions about your account, please call (800) 317-4747, or contact [email protected]
Custodian
US Bank
Ryan Morris
(503) 464-3685

3.A.3.a
Packet Pg. 14
Attachment: 2021-22 December Treasurers Report with signature (Treasurer’s Report at December 31,

ACCOUNT SUMMARY
Beg. Values
as of 11/30/21
End Values
as of 12/31/21
Market Value 11,200,341 11,182,816
Accrued Interest 48,597 45,358
Total Market Value 11,248,939 11,228,174
Income Earned 13,050 13,071
Cont/WD -1,042
Par 11,084,557 11,101,556
Book Value 11,131,670 11,147,644
Cost Value 11,162,599 11,183,145

TOP ISSUERS
Government of United States 36.1%
Federal National Mortgage Assoc 16.9%
Federal Home Loan Bank 13.4%
Federal Home Loan Mortgage Corp 8.9%
Toyota Motor Corp 2.2%
Inter-American Dev Bank 2.0%
Toyota ABS 1.9%
Apple Inc 1.8%
Total 83.4%

PORTFOLIO CHARACTERISTICS
Average Modified Duration 2.55
Average Coupon 1.57%
Average Purchase YTM 1.39%
Average Market YTM 0.90%
Average S&P/Moody Rating AA+/Aa1
Average Final Maturity 2.74 yrs
Average Life 2.61 yrs

SECTOR ALLOCATION MATURITY DISTRIBUTION CREDIT QUALITY (S&P) Portfolio Summary
As of December 31, 2021
City of San Jacinto
Account #10167

PERFORMANCE REVIEW
Annualized
TOTAL RATE OF RETURN 1M 3M YTD 1YR 2YRS 3YRS 5YRS 10YRS 6/30/2012 City of San Jacinto -0.18% -0.67% -1.02% -1.02% 1.50% 2.29% 1.89% N/A 1.34% San Jacinto 1-5 Yr US Tsy & Agy Blended Index* -0.28% -0.68% -1.09% -1.09% 1.07% 1.89% 1.53% N/A 1.09% San Jacinto 1-5 Yr AAA-A US Corp & Govt Blend** -0.25% -0.68% -1.06% -1.06% 1.09% 1.99% 1.66% N/A 1.26% *ICE BofA 1-3 Yr US Treasury Index to 3/31/20; then ICE BofA 1-5 Yr US Treasury & Agency Index **ICE BofA 1-3 Yr AAA-A US Corporate & Government Index to 3/31/20; then ICE BofA 1-5 Yr AAA-A US Corporate & Government Index Chandler Asset Management - CONFIDENTIAL Page 1 Execution Time: 1/4/2022 4:16:07 PM

3.A.3.a
Packet Pg. 15
Attachment: 2021-22 December Treasurers Report with signature (Treasurer’s Report at December 31, Category Standard Comment
Municipal Securities "A" rating category or better by a NRSRO; 30% maximum; 5% max per issuer Complies Treasury Issues No Limitation Complies
Agency Issues No Limitation Complies
Supranationals
"AA" rated or better by a NRSRO; 30% maximum; 10% max per issuer; U.S. dollar denominated senior unsecured unsubordinated obligations issued or unconditionally guaranteed by the International Bank for Reconstruction and Development ("IBRD"), the International Finance Corporation ("IFC") or the Inter-American Development Bank ("IADB") Complies
Banker’s Acceptances "A-1" short term debt rated or higher by at least two NRSROs; and "A" long-term debt rated or higher by at least two NRSROs; 40% maximum; 5% max per issuer; 180 days max maturity Complies
Commercial Paper
"A-1" short term debt rated or higher by at least two NRSROs; and "A" long-term debt rated or higher by at least two NRSROs; 25% maximum; 5% max per issuer; 270 days max maturity; Issuer is a corporation organized and operating in the U.S. with assets > $500 million
Complies
Negotiable Certificates of Deposit "A" long-term issuer rated category or higher by at least two NRSROs; and/or "A-1" short term rated or higher by at least two NRSROs; 30% maximum; 5% max per issuer
Complies
Federally Insured Certificates of Deposit
(CDs)/ Time Deposit (TDs)
20% maximum (combined FDIC insured and collateralized TD/ CD); Amount per institution is limited to maximum covered under federal insurance
Complies
Collateralized Certificates of Deposit
(CDs)/Time Deposit (TDs)/
"A" long-term debt rated category or higher by at least two NRSROs; and/or "A-1" short term debt rated or higher by at least two NRSROs; 20% maximum (combined FDIC and collateralized TD/ CD) Complies Corporate Medium Term Notes "A" rated category or better by at least two NRSROs; 30% maximum; 5% max per issuer; Issued by corporations organized and operating within the U.S. or by depository institutions licensed by the U.S. or any state and operating within the U.S. Complies Mutual Fund & Money Market Mutual
Fund
Highest rating or "AAA" rated by two NRSROs; SEC registered adviser with AUM >$500 million and experience > 5 years; 20% maximum in Mutual Funds and Money Market Mutual Funds; 10% max per one Mutual Fund; 20% max in Money Market Mutual Fund
Complies
Asset-Backed (ABS), Mortgage-Backed
Securities; Mortgage Pass-Throughs;
Collateralized Mortgage Obligations
(CMOs)
"AA" rated category or better by at least two NRSROs; "A" issuer debt rated category or higher by at least two NRSROs; 20% maximum; 5% max per issuer
Complies
Local Agency Investment Fund (LAIF) 70% of the portfolio may be invested in LAIF, up to the maximum permitted balance; Not used by investment adviser Complies Local Government Investment Pools and
Joint Powers Authority Pools
Riverside County Investment Fund- 70% max of the total portfolio JPA Pools- 50% max of the total portfolio
Repurchase Agreements 102% collateralized; 1 year max maturity Complies Prohibited Securities Inverse floaters; Ranges notes, Interest-only strips from mortgaged backed securities; Zero interest accrual securities; Margin purchasing or selling; Reverse repurchase agreements; Foreign currency denominated securities Complies Max Callables 20% maximum callable securities (does not include "make whole call" securities) Complies Max Per Issuer
5% of portfolio per issuer (except U.S. Government, its Agencies and enterprises, Money Market Mutual Funds, Mutual Funds, LAIF, LGIP, Supranationals, or unless otherwise specified in the investment policy) Complies Maximum maturity 5 years Complies
City of San Jacinto
As of December 31, 2021
Assets managed by Chandler Asset Management are in full compliance with state law and with the City's investment policy.

Statement of Compliance

3.A.3.a
Packet Pg. 16
Attachment: 2021-22 December Treasurers Report with signature (Treasurer’s Report at December 31,

BOOK VALUE RECONCILIATION
BEGINNING BOOK VALUE $11,131,670.31
Acquisition
+ Security Purchases $185,310.74
+ Money Market Fund Purchases $32,414.57
+ Money Market Contributions $0.00
+ Security Contributions $0.00
+ Security Transfers $0.00
Total Acquisitions $217,725.31
Dispositions
- Security Sales $100,484.38
- Money Market Fund Sales $84,434.33
- MMF Withdrawals $1,041.67
- Security Withdrawals $0.00
- Security Transfers $0.00
- Other Dispositions $0.00
- Maturites $0.00
- Calls $0.00
- Principal Paydowns $14,939.05
Total Dispositions $200,899.43
Amortization/Accretion
+/- Net Accretion ($1,557.75)
($1,557.75)
Gain/Loss on Dispositions
+/- Realized Gain/Loss $705.42
$705.42
ENDING BOOK VALUE $11,147,643.86

CASH TRANSACTION SUMMARY
BEGINNING BALANCE $62,779.92
Acquisition
Contributions $0.00
Security Sale Proceeds $100,484.38
Accrued Interest Received $432.69
Interest Received $17,475.20
Dividend Received $0.32
Principal on Maturities $0.00
Interest on Maturities $0.00
Calls/Redemption (Principal) $0.00
Interest from Calls/Redemption $0.00
Principal Paydown $14,939.05
Total Acquisitions $133,331.64
Dispositions
Withdrawals $1,041.67
Security Purchase $185,310.74
Accrued Interest Paid $40.66
Total Dispositions $186,393.07
ENDING BOOK VALUE $9,718.49
Reconciliation Summary
As of December 31, 2021
City of San Jacinto California
Account #10167
Chandler Asset Management - CONFIDENTIAL Page 3 Execution Time: 1/4/2022 4:16:07 PM

3.A.3.a
Packet Pg. 17
Attachment: 2021-22 December Treasurers Report with signature (Treasurer’s Report at December 31, Holdings Report
As of December 31, 2021
City of San Jacinto
Account #10167
CUSIP Security Description Par Value/Units Purchase Date Book Yield
Cost Value
Book Value
Mkt Price
Mkt YTM
Market Value
Accrued Int.
% of Port.

Gain/Loss
Moody/S&P
Fitch
Maturity
Duration
ABS
43815NAC8 Honda Auto Receivables Trust 2019-3
A3

1.78% Due 8/15/2023
41,942.46 08/20/2019

1.79%
41,942.11
41,942.38
100.57

0.35%
42,181.83

33.18 0.38%
239.45
Aaa / AAA
NR

1.62 0.40
477870AC3 John Deere Owner Trust 2019-B A3

2.21% Due 12/15/2023
17,347.61 07/16/2019

2.23%
17,343.93
17,345.98
100.66

0.63%
17,461.88

17.04 0.16%
115.90
Aaa / NR
AAA

1.96 0.42
65479JAD5 Nissan Auto Receivables Owner 2019-C
A3

1.93% Due 7/15/2024
55,344.90 10/16/2019

1.94%
55,341.97
55,343.33
100.81

0.38%
55,791.64

47.47 0.50%
448.31
Aaa / AAA
NR

2.54 0.52
47789KAC7 John Deere Owner Trust 2020-A A3

1.1% Due 8/15/2024
52,202.74 03/04/2020

1.11%
52,199.54
52,200.85
100.35

0.58%
52,386.39

25.52 0.47%
185.54
Aaa / NR
AAA

2.62 0.68
89237VAB5 Toyota Auto Receivables Trust 2020-C
A3

0.44% Due 10/15/2024
55,000.00 07/21/2020

0.44%
54,995.77
54,997.21

99.92 0.55%
54,955.78

10.76 0.49%
(41.43)
Aaa / AAA
NR

2.79 0.74
43813KAC6 Honda Auto Receivables Trust 2020-3
A3

0.37% Due 10/18/2024
90,000.00 09/22/2020

0.38%
89,986.78
89,992.08

99.72 0.65%
89,748.45

12.03 0.80%
(243.63)

NR / AAA
AAA

2.80 0.99
47787NAC3 John Deere Owner Trust 2020-B A3

0.51% Due 11/15/2024
25,000.00 07/14/2020

0.52%
24,996.19
24,997.77

99.85 0.69%
24,961.73

5.67 0.22%
(36.04)
Aaa / NR
AAA

2.88 0.83
58769KAD6 Mercedes-Benz Auto Lease Trust 2021-
B A3

0.4% Due 11/15/2024
55,000.00 06/22/2021

0.40%
54,995.85
54,996.68

99.25 0.81%
54,585.25

9.78 0.49%
(411.43)

NR / AAA
AAA

2.88 1.85
09690AAC7 BMW Vehicle Lease Trust 2021-2 A3

0.33% Due 12/26/2024
35,000.00 09/08/2021

0.34%
34,996.39
34,996.86

99.24 0.80%
34,732.85

1.93 0.31%
(264.01)
Aaa / NR
AAA

2.99 1.64
89236XAC0 Toyota Auto Receivables 2020-D A3

0.35% Due 1/15/2025
45,000.00 10/06/2020

0.36%
44,991.62
44,994.02

99.74 0.64%
44,884.17

7.00 0.40%
(109.85)

NR / AAA
AAA

3.04 0.90
43813GAC5 Honda Auto Receivables Trust 2021-1
A3

0.27% Due 4/21/2025
30,000.00 02/17/2021

0.27%
29,999.45
29,999.60

99.47 0.71%
29,839.95

2.25 0.27%
(159.65)
Aaa / NR
AAA

3.31 1.21
89240BAC2 Toyota Auto Receivables Owners 2021-
A A3

0.26% Due 5/15/2025
75,000.00 02/02/2021

0.27%
74,986.08
74,990.10

99.50 0.67%
74,623.13

8.67 0.66%
(366.97)
Aaa / NR
AAA

3.37 1.23
47788UAC6 John Deere Owner Trust 2021-A A3

0.36% Due 9/15/2025
40,000.00 03/02/2021

0.37%
39,992.31
39,994.05

99.19 0.84%
39,676.40

6.40 0.35%
(317.65)
Aaa / NR
AAA

3.71 1.70
Chandler Asset Management - CONFIDENTIAL Page 4 Execution Time: 1/4/2022 4:16:07 PM

3.A.3.a
Packet Pg. 18
Attachment: 2021-22 December Treasurers Report with signature (Treasurer’s Report at December 31, Holdings Report
As of December 31, 2021
City of San Jacinto
Account #10167
CUSIP Security Description Par Value/Units Purchase Date Book Yield
Cost Value
Book Value
Mkt Price
Mkt YTM
Market Value
Accrued Int.
% of Port.

Gain/Loss
Moody/S&P
Fitch
Maturity
Duration
ABS
43815GAC3 Honda Auto Receivables Trust 2021-4
A3

0.88% Due 1/21/2026
35,000.00 11/16/2021

0.89%
34,992.62
34,992.86

99.76 0.99%
34,915.55

8.56 0.31%
(77.31)
Aaa / NR
AAA

4.06 2.13
47789QAC4 John Deere Owner Trust 2021-B A3

0.52% Due 3/16/2026
45,000.00 07/13/2021

0.52%
44,995.99
44,996.48

98.86 1.02%
44,487.23

10.40 0.40%
(509.25)
Aaa / NR
AAA

4.21 2.30
89238JAC9 Toyota Auto Receivables Trust 2021-D
A3

0.71% Due 4/15/2026
35,000.00 11/09/2021

0.71%
34,999.25
34,999.28

99.39 1.37%
34,784.86

11.04 0.31%
(214.42)

NR / AAA
AAA

4.29 0.94
Total ABS 731,837.71 0.71%
731,755.85
731,779.53 0.71%
730,017.09
217.70

6.50%
(1,762.44)
Aaa / AAA
AAA

3.06 1.15
AGENCY
313378WG2 FHLB Note

2.5% Due 3/11/2022
100,000.00 03/13/2018

2.65%
99,441.00
99,973.55
100.45

0.17%
100,453.50
763.89

0.90%
479.95
Aaa / AA+
NR

0.19 0.19
3135G0W33 FNMA Note

1.375% Due 9/6/2022
200,000.00 09/05/2019

1.49%
199,304.00
199,842.51
100.75

0.26%
201,509.20
878.47

1.80%
1,666.69
Aaa / AA+
AAA

0.68 0.68
3130A3KM5 FHLB Note

2.5% Due 12/9/2022
100,000.00 09/10/2019

1.60%
102,813.00
100,813.23
101.98

0.38%
101,984.70
152.78

0.91%
1,171.47
Aaa / AA+
NR

0.94 0.93
3135G0T94 FNMA Note

2.375% Due 1/19/2023
290,000.00 10/17/2018

3.07%
281,993.10
288,025.34
102.05

0.41%
295,956.31
3,099.38

2.66%
7,930.97
Aaa / AA+
AAA

1.05 1.03
3137EAEN5 FHLMC Note

2.75% Due 6/19/2023
200,000.00 11/13/2018

3.08%
197,176.00
199,101.30
103.15

0.59%
206,292.40
183.33

1.84%
7,191.10
Aaa / AA+
AAA

1.47 1.44
313383YJ4 FHLB Note

3.375% Due 9/8/2023
200,000.00 12/27/2018

2.73%
205,630.00
202,018.92
104.57

0.65%
209,138.80
2,118.75

1.88%
7,119.88
Aaa / AA+
NR

1.69 1.63
3137EAEY1 FHLMC Note

0.125% Due 10/16/2023
180,000.00 10/22/2020

0.26%
179,253.00
179,551.66

99.02 0.68%
178,237.98

46.88 1.59%
(1,313.68)
Aaa / AA+
AAA

1.79 1.78
3130A0F70 FHLB Note

3.375% Due 12/8/2023
220,000.00 01/30/2019

2.71%
226,593.40
222,626.94
105.07

0.73%
231,161.48
474.38

2.06%
8,534.54
Aaa / AA+
AAA

1.94 1.88
3135G0V34 FNMA Note

2.5% Due 2/5/2024
375,000.00 03/24/2020

0.82%
398,835.00
387,913.44
103.56

0.78%
388,342.50
3,802.08

3.49%
429.06
Aaa / AA+
AAA

2.10 2.03
3130A1XJ2 FHLB Note

2.875% Due 6/14/2024
210,000.00 Various

1.96%
219,055.20
214,445.64
104.87

0.87%
220,219.86
285.10

1.96%
5,774.22
Aaa / AA+
NR

2.45 2.37
Chandler Asset Management - CONFIDENTIAL Page 5 Execution Time: 1/4/2022 4:16:07 PM

3.A.3.a
Packet Pg. 19
Attachment: 2021-22 December Treasurers Report with signature (Treasurer’s Report at December 31, Holdings Report
As of December 31, 2021
City of San Jacinto
Account #10167
CUSIP Security Description Par Value/Units Purchase Date Book Yield
Cost Value
Book Value
Mkt Price
Mkt YTM
Market Value
Accrued Int.
% of Port.

Gain/Loss
Moody/S&P
Fitch
Maturity
Duration
AGENCY
3130A2UW4 FHLB Note

2.875% Due 9/13/2024
150,000.00 10/29/2019

1.76%
157,737.00
154,285.78
105.11

0.95%
157,657.65
1,293.75

1.42%
3,371.87
Aaa / AA+
AAA

2.70 2.59
3130A3GE8 FHLB Note

2.75% Due 12/13/2024
250,000.00 12/16/2019

1.77%
261,672.50
256,895.93
105.17

0.97%
262,927.25
343.75

2.34%
6,031.32
Aaa / AA+
NR

2.95 2.84
3135G0X24 FNMA Note

1.625% Due 1/7/2025
225,000.00 01/16/2020

1.69%
224,298.00
224,574.24
101.83

1.01%
229,111.65
1,767.19

2.06%
4,537.41
Aaa / AA+
AAA

3.02 2.92
3137EAEP0 FHLMC Note

1.5% Due 2/12/2025
245,000.00 02/13/2020

1.52%
244,811.35
244,882.37
101.46

1.02%
248,587.29
1,418.96

2.23%
3,704.92
Aaa / AA+
AAA

3.12 3.02
3135G03U5 FNMA Note

0.625% Due 4/22/2025
310,000.00 Various

0.63%
309,949.40
309,972.47

98.64 1.04%
305,781.52
371.35

2.73%
(4,190.95)
Aaa / AA+
AAA

3.31 3.26
3130AJKW8 FHLB Note

0.5% Due 6/13/2025
225,000.00 06/24/2020

0.52%
224,824.50
224,878.19

98.12 1.05%
220,780.80

56.25 1.97%
(4,097.39)
Aaa / AA+
AAA

3.45 3.41
3137EAEU9 FHLMC Note

0.375% Due 7/21/2025
145,000.00 07/21/2020

0.48%
144,277.90
144,486.53

97.48 1.10%
141,345.28
241.67

1.26%
(3,141.25)
Aaa / AA+
AAA

3.56 3.51
3135G05X7 FNMA Note

0.375% Due 8/25/2025
230,000.00 08/25/2020

0.47%
228,923.60
229,213.94

97.29 1.14%
223,764.93
301.88

2.00%
(5,449.01)
Aaa / AA+
AAA

3.65 3.60
3137EAEX3 FHLMC Note

0.375% Due 9/23/2025
230,000.00 09/23/2020

0.44%
229,307.70
229,483.43

97.32 1.11%
223,824.50
234.79

2.00%
(5,658.93)
Aaa / AA+
AAA

3.73 3.68
3135G06G3 FNMA Note

0.5% Due 11/7/2025
250,000.00 11/09/2020

0.57%
249,105.00
249,308.97

97.59 1.14%
243,979.00
187.50

2.17%
(5,329.97)
Aaa / AA+
AAA

3.85 3.79
Total Agency 4,335,000.00 1.46%
4,385,000.65
4,362,294.38 0.83%
4,391,056.60
18,022.13

39.27%
28,762.22
Aaa / AA+
AAA

2.48 2.42

CORPORATE
89236TDP7 Toyota Motor Credit Corp Note

2.6% Due 1/11/2022
130,000.00 01/28/2019

2.98%
128,629.80
129,987.28
100.04

1.07%
130,054.86
1,596.11

1.17%

67.58 A1 / A+
A+

0.03 0.03
06051GEU9 Bank of America Corp Note

3.3% Due 1/11/2023
130,000.00 01/28/2019

3.29%
130,059.80
130,015.55
102.74

0.62%
133,566.55
2,025.83

1.21%
3,551.00
A2 / AAA1.03

1.00 06406RAE7 Bank of NY Mellon Corp Callable Note
Cont 12/29/2022

2.95% Due 1/29/2023
145,000.00 09/09/2019

1.97%
149,541.40
146,364.30
102.21

0.71%
148,208.56
1,806.06

1.34%
1,844.26
A1 / A
AA1.080.97
Chandler Asset Management - CONFIDENTIAL Page 6 Execution Time: 1/4/2022 4:16:07 PM

3.A.3.a
Packet Pg. 20
Attachment: 2021-22 December Treasurers Report with signature (Treasurer’s Report at December 31, Holdings Report
As of December 31, 2021
City of San Jacinto
Account #10167
CUSIP Security Description Par Value/Units Purchase Date Book Yield
Cost Value
Book Value
Mkt Price
Mkt YTM
Market Value
Accrued Int.
% of Port.

Gain/Loss
Moody/S&P
Fitch
Maturity
Duration

CORPORATE
084670BR8 Berkshire Hathaway Callable Note Cont
1/15/2023

2.75% Due 3/15/2023
150,000.00 08/26/2019

1.83%
154,525.50
151,387.67
102.11

0.71%
153,165.30
1,214.58

1.37%
1,777.63
Aa2 / AA
A+

1.20 1.02
037833AK6 Apple Inc Note

2.4% Due 5/3/2023
200,000.00 05/20/2019

2.63%
198,284.00
199,420.46
102.39

0.60%
204,786.00
773.33

1.83%
5,365.54
Aaa / AA+
NR

1.34 1.32
24422EUR8 John Deere Capital Corp Note

3.45% Due 1/10/2024
150,000.00 03/14/2019

2.95%
153,322.50
151,395.87
105.07

0.92%
157,605.90
2,458.13

1.43%
6,210.03
A2 / A
A

2.03 1.94
808513BN4 Charles Schwab Corp Callable Note
Cont 2/18/2024

0.75% Due 3/18/2024
40,000.00 03/16/2021

0.77%
39,980.00
39,985.27

99.57 0.95%
39,828.36

85.83 0.36%
(156.91)
A2 / A
A

2.21 2.18
023135BW5 Amazon.com Inc Note

0.45% Due 5/12/2024
90,000.00 05/10/2021

0.50%
89,868.60
89,896.65

99.04 0.86%
89,134.38

55.13 0.79%
(762.27)
A1 / AA
AA2.362.34
46625HJX9 JP Morgan Chase Note

3.625% Due 5/13/2024
145,000.00 12/19/2019

2.20%
153,560.80
149,611.72
105.83

1.12%
153,455.68
700.83

1.37%
3,843.96
A2 / AAA2.37

2.27 78015K7H1 Royal Bank of Canada Note

1.15% Due 6/10/2025
200,000.00 10/14/2021

1.17%
199,878.00
199,884.87

99.18 1.39%
198,359.00
134.17

1.77%
(1,525.87)
A2 / A
AA3.443.36
91324PEC2 United Health Group Inc Callable Note
Cont 4/15/2026

1.15% Due 5/15/2026
30,000.00 Various

1.08%
30,097.10
30,086.16

98.97 1.39%
29,692.05

44.08 0.26%
(394.11)
A3 / A+
A

4.37 4.24
89236TJK2 Toyota Motor Credit Corp Note

1.125% Due 6/18/2026
120,000.00 06/15/2021

1.13%
119,947.20
119,952.90

98.54 1.46%
118,245.84

48.75 1.05%
(1,707.06)
A1 / A+
A+

4.47 4.33
89114TZG0 Toronto-Dominion Bank Note

1.25% Due 9/10/2026
200,000.00 11/17/2021

1.70%
195,888.00
195,988.69

98.30 1.63%
196,608.60
770.83

1.76%
619.91
A1 / A
AA4.704.52
931142ER0 Wal-Mart Stores Callable Note Cont
08/17/2026

1.05% Due 9/17/2026
30,000.00 09/08/2021

1.09%
29,943.30
29,946.59

98.94 1.28%
29,680.86

91.00 0.27%
(265.73)
Aa2 / AA
AA

4.72 4.56
Total Corporate 1,760,000.00 2.00%
1,773,526.00
1,763,923.98 1.03%
1,782,391.94
11,804.66

15.98%
18,467.96
A1 / A+
A+

2.32 2.23
Chandler Asset Management - CONFIDENTIAL Page 7 Execution Time: 1/4/2022 4:16:07 PM

3.A.3.a
Packet Pg. 21
Attachment: 2021-22 December Treasurers Report with signature (Treasurer’s Report at December 31, Holdings Report
As of December 31, 2021
City of San Jacinto
Account #10167
CUSIP Security Description Par Value/Units Purchase Date Book Yield
Cost Value
Book Value
Mkt Price
Mkt YTM
Market Value
Accrued Int.
% of Port.

Gain/Loss
Moody/S&P
Fitch
Maturity
Duration

MONEY MARKET FUND
31846V203 First American Govt Obligation Fund
Class Y
9,718.49 Various

0.01%
9,718.49
9,718.49

1.00 0.01%
9,718.49

0.00 0.09%

0.00 Aaa / AAA
AAA

0.00 0.00
Total Money Market Fund 9,718.49 0.01%
9,718.49
9,718.49 0.01%
9,718.49

0.00 0.09%

0.00 Aaa / AAA
AAA

0.00 0.00

SUPRANATIONAL
4581X0DV7 Inter-American Dev Bank Note

0.875% Due 4/20/2026
230,000.00 04/13/2021

0.97%
228,946.60
229,094.28

98.44 1.25%
226,401.19
396.91

2.02%
(2,693.09)
Aaa / AAA
AAA

4.30 4.20
Total Supranational 230,000.00 0.97%
228,946.60
229,094.28 1.25%
226,401.19
396.91

2.02%
(2,693.09)
Aaa / AAA
AAA

4.30 4.20

US TREASURY
912828L24 US Treasury Note

1.875% Due 8/31/2022
150,000.00 07/22/2019

1.77%
150,462.89
150,098.70
101.05

0.29%
151,570.35
955.63

1.36%
1,471.65
Aaa / AA+
AAA

0.67 0.66
912828M80 US Treasury Note
2% Due 11/30/2022
200,000.00 04/11/2019

2.31%
197,851.56
199,460.05
101.45

0.41%
202,898.40
351.65

1.81%
3,438.35
Aaa / AA+
AAA

0.92 0.91
9128284D9 US Treasury Note

2.5% Due 3/31/2023
210,000.00 Various

2.95%
206,053.12
208,910.06
102.47

0.51%
215,184.48
1,341.34

1.93%
6,274.42
Aaa / AA+
AAA

1.25 1.23
912828Y61 US Treasury Note

2.75% Due 7/31/2023
175,000.00 12/27/2018

2.59%
176,223.63
175,420.53
103.36

0.61%
180,885.78
2,013.93

1.63%
5,465.25
Aaa / AA+
AAA

1.58 1.54
912828W71 US Treasury Note

2.125% Due 3/31/2024
210,000.00 12/05/2019

1.63%
214,331.25
212,252.14
102.94

0.80%
216,168.75
1,140.14

1.94%
3,916.61
Aaa / AA+
AAA

2.25 2.19
912828Y87 US Treasury Note

1.75% Due 7/31/2024
220,000.00 01/17/2020

1.63%
221,160.16
220,661.14
102.26

0.86%
224,975.74
1,611.14

2.02%
4,314.60
Aaa / AA+
AAA

2.58 2.51
9128282U3 US Treasury Note

1.875% Due 8/31/2024
230,000.00 12/12/2019

1.76%
231,230.86
230,695.08
102.57

0.90%
235,902.72
1,465.30

2.11%
5,207.64
Aaa / AA+
AAA

2.67 2.58
912828YV6 US Treasury Note

1.5% Due 11/30/2024
230,000.00 12/12/2019

1.74%
227,421.48
228,487.57
101.60

0.94%
233,674.71
303.30

2.08%
5,187.14
Aaa / AA+
AAA

2.92 2.85
Chandler Asset Management - CONFIDENTIAL Page 8 Execution Time: 1/4/2022 4:16:07 PM

3.A.3.a
Packet Pg. 22
Attachment: 2021-22 December Treasurers Report with signature (Treasurer’s Report at December 31, Holdings Report
As of December 31, 2021
City of San Jacinto
Account #10167
CUSIP Security Description Par Value/Units Purchase Date Book Yield
Cost Value
Book Value
Mkt Price
Mkt YTM
Market Value
Accrued Int.
% of Port.

Gain/Loss
Moody/S&P
Fitch
Maturity
Duration

US TREASURY
91282CDN8 US Treasury Note
1% Due 12/15/2024
185,000.00 12/22/2021

0.94%
185,310.74
185,308.17
100.13

0.95%
185,245.68

86.40 1.65%
(62.49)
Aaa / AA+
AAA

2.96 2.91
912828ZC7 US Treasury Note

1.125% Due 2/28/2025
400,000.00 03/24/2020

0.51%
412,046.88
407,719.10
100.38

1.00%
401,531.20
1,529.01

3.59%
(6,187.90)
Aaa / AA+
AAA

3.16 3.09
912828ZT0 US Treasury Note

0.25% Due 5/31/2025
230,000.00 06/04/2020

0.39%
228,373.83
228,887.31

97.30 1.06%
223,800.81

50.55 1.99%
(5,086.50)
Aaa / AA+
AAA

3.42 3.38
9128284Z0 US Treasury Note

2.75% Due 8/31/2025
155,000.00 06/24/2021

0.72%
167,950.98
166,340.58
105.83

1.12%
164,039.60
1,448.31

1.47%
(2,300.98)
Aaa / AA+
AAA

3.67 3.47
91282CAZ4 US Treasury Note

0.375% Due 11/30/2025
240,000.00 12/15/2020

0.37%
240,018.75
240,014.80

97.02 1.15%
232,856.16

79.12 2.07%
(7,158.64)
Aaa / AA+
AAA

3.92 3.87
91282CBC4 US Treasury Note

0.375% Due 12/31/2025
250,000.00 01/28/2021

0.41%
249,541.02
249,627.09

96.97 1.15%
242,431.75

2.59 2.16%
(7,195.34)
Aaa / AA+
AAA

4.00 3.95
91282CBQ3 US Treasury Note

0.5% Due 2/28/2026
250,000.00 03/24/2021

0.82%
246,123.05
246,730.10

97.21 1.19%
243,017.50
424.72

2.17%
(3,712.60)
Aaa / AA+
AAA

4.16 4.09
91282CBT7 US Treasury Note

0.75% Due 3/31/2026
250,000.00 Various

0.86%
248,714.06
248,869.97

98.15 1.20%
245,380.76
479.05

2.19%
(3,489.21)
Aaa / AA+
AAA

4.25 4.15
91282CCP4 US Treasury Note

0.625% Due 7/31/2026
300,000.00 08/25/2021

0.82%
297,152.34
297,354.84

97.29 1.23%
291,879.00
784.65

2.61%
(5,475.84)
Aaa / AA+
AAA

4.58 4.49
9128282A7 US Treasury Note

1.5% Due 8/15/2026
150,000.00 09/23/2021

0.91%
154,230.47
153,995.97
101.19

1.23%
151,787.10
849.86

1.36%
(2,208.87)
Aaa / AA+
AAA

4.62 4.43
Total US Treasury 4,035,000.00 1.21%
4,054,197.07
4,050,833.20 0.95%
4,043,230.49
14,916.69

36.14%
(7,602.71)
Aaa / AA+
AAA

3.06 2.99
TOTAL PORTFOLIO 11,101,556.20 1.39%
11,183,144.66
11,147,643.86 0.90%
11,182,815.80
45,358.09
100.00%
35,171.94
Aa1 / AA+
AAA

2.74 2.55
TOTAL MARKET VALUE PLUS ACCRUED 11,228,173.89
Chandler Asset Management - CONFIDENTIAL Page 9 Execution Time: 1/4/2022 4:16:07 PM

3.A.3.a
Packet Pg. 23
Attachment: 2021-22 December Treasurers Report with signature (Treasurer’s Report at December 31, Transaction Ledger
As of December 31, 2021
City of San Jacinto
Account #10167
Transaction
Type
Settlement
Date CUSIP Quantity Security Description Price Acq/DispYield Amount InterestPur/Sold Total Amount Gain/Loss

ACQUISITIONS
Purchase 12/01/2021 31846V203 0.29 First American Govt Obligation Fund Class Y

1.000 0.01% 0.29 0.00 0.29 0.00
Purchase 12/08/2021 31846V203 3,712.50 First American Govt Obligation Fund Class Y

1.000 0.01% 3,712.50 0.00 3,712.50 0.00
Purchase 12/09/2021 31846V203 1,250.00 First American Govt Obligation Fund Class Y

1.000 0.01% 1,250.00 0.00 1,250.00 0.00
Purchase 12/10/2021 31846V203 1,150.00 First American Govt Obligation Fund Class Y

1.000 0.01% 1,150.00 0.00 1,150.00 0.00
Purchase 12/13/2021 31846V203 4,000.00 First American Govt Obligation Fund Class Y

1.000 0.01% 4,000.00 0.00 4,000.00 0.00
Purchase 12/14/2021 31846V203 3,018.75 First American Govt Obligation Fund Class Y

1.000 0.01% 3,018.75 0.00 3,018.75 0.00
Purchase 12/15/2021 31846V203 19.50 First American Govt Obligation Fund Class Y

1.000 0.01% 19.50 0.00 19.50 0.00
Purchase 12/15/2021 31846V203 18.33 First American Govt Obligation Fund Class Y

1.000 0.01% 18.33 0.00 18.33 0.00
Purchase 12/15/2021 31846V203 13.13 First American Govt Obligation Fund Class Y

1.000 0.01% 13.13 0.00 13.13 0.00
Purchase 12/15/2021 31846V203 20.17 First American Govt Obligation Fund Class Y

1.000 0.01% 20.17 0.00 20.17 0.00
Purchase 12/15/2021 31846V203 16.25 First American Govt Obligation Fund Class Y

1.000 0.01% 16.25 0.00 16.25 0.00
Purchase 12/15/2021 31846V203 20.71 First American Govt Obligation Fund Class Y

1.000 0.01% 20.71 0.00 20.71 0.00
Purchase 12/15/2021 31846V203 10.63 First American Govt Obligation Fund Class Y

1.000 0.01% 10.63 0.00 10.63 0.00
Purchase 12/15/2021 31846V203 12.00 First American Govt Obligation Fund Class Y

1.000 0.01% 12.00 0.00 12.00 0.00
Purchase 12/15/2021 31846V203 4,960.36 First American Govt Obligation Fund Class Y

1.000 0.01% 4,960.36 0.00 4,960.36 0.00
Purchase 12/15/2021 31846V203 1,471.16 First American Govt Obligation Fund Class Y

1.000 0.01% 1,471.16 0.00 1,471.16 0.00
Chandler Asset Management - CONFIDENTIAL Page 10 Execution Time: 1/4/2022 4:16:07 PM

3.A.3.a
Packet Pg. 24
Attachment: 2021-22 December Treasurers Report with signature (Treasurer’s Report at December 31, Transaction Ledger
As of December 31, 2021
City of San Jacinto
Account #10167
Transaction
Type
Settlement
Date CUSIP Quantity Security Description Price Acq/DispYield Amount InterestPur/Sold Total Amount Gain/Loss

ACQUISITIONS
Purchase 12/15/2021 31846V203 3,700.87 First American Govt Obligation Fund Class Y

1.000 0.01% 3,700.87 0.00 3,700.87 0.00
Purchase 12/15/2021 31846V203 5,058.91 First American Govt Obligation Fund Class Y

1.000 0.01% 5,058.91 0.00 5,058.91 0.00
Purchase 12/18/2021 31846V203 675.00 First American Govt Obligation Fund Class Y

1.000 0.01% 675.00 0.00 675.00 0.00
Purchase 12/19/2021 31846V203 2,750.00 First American Govt Obligation Fund Class Y

1.000 0.01% 2,750.00 0.00 2,750.00 0.00
Purchase 12/20/2021 31846V203 27.75 First American Govt Obligation Fund Class Y

1.000 0.01% 27.75 0.00 27.75 0.00
Purchase 12/21/2021 31846V203 23.10 First American Govt Obligation Fund Class Y

1.000 0.01% 23.10 0.00 23.10 0.00
Purchase 12/21/2021 31846V203 6.75 First American Govt Obligation Fund Class Y

1.000 0.01% 6.75 0.00 6.75 0.00
Purchase 12/23/2021 91282CDN8 185,000.00 US Treasury Note 1% Due 12/15/2024
100.168 0.94% 185,310.74 40.66 185,351.40 0.00
Purchase 12/27/2021 31846V203 9.63 First American Govt Obligation Fund Class Y

1.000 0.01% 9.63 0.00 9.63 0.00
Purchase 12/29/2021 31846V203 0.03 First American Govt Obligation Fund Class Y

1.000 0.01% 0.03 0.00 0.03 0.00
Purchase 12/31/2021 31846V203 468.75 First American Govt Obligation Fund Class Y

1.000 0.01% 468.75 0.00 468.75 0.00
Subtotal 217,414.57 217,725.31 40.66 217,765.97 0.00
TOTAL ACQUISITIONS 217,414.57 217,725.31 40.66 217,765.97 0.00

DISPOSITIONS
Sale 12/23/2021 31846V203 84,434.33 First American Govt Obligation Fund Class Y

1.000 0.01% 84,434.33 0.00 84,434.33 0.00
Chandler Asset Management - CONFIDENTIAL Page 11 Execution Time: 1/4/2022 4:16:07 PM

3.A.3.a
Packet Pg. 25
Attachment: 2021-22 December Treasurers Report with signature (Treasurer’s Report at December 31, Transaction Ledger
As of December 31, 2021
City of San Jacinto
Account #10167
Transaction
Type
Settlement
Date CUSIP Quantity Security Description Price Acq/DispYield Amount InterestPur/Sold Total Amount Gain/Loss

DISPOSITIONS
Sale 12/23/2021 912828W89 100,000.00 US Treasury Note

1.875% Due 3/31/2022
100.484 2.75% 100,484.38 432.69 100,917.07 705.42
Subtotal 184,434.33 184,918.71 432.69 185,351.40 705.42 Paydown 12/15/2021 43815NAC8 4,890.89 Honda Auto Receivables Trust 2019-3 A3

1.78% Due 8/15/2023
100.000 4,890.89 69.47 4,960.36 0.00
Paydown 12/15/2021 477870AC3 1,436.57 John Deere Owner Trust 2019-B A3

2.21% Due 12/15/2023
100.000 1,436.57 34.59 1,471.16 0.00
Paydown 12/15/2021 47787NAC3 0.00 John Deere Owner Trust 2020-B A3

0.51% Due 11/15/2024
100.000 0.00 10.63 10.63 0.00
Paydown 12/15/2021 47788UAC6 0.00 John Deere Owner Trust 2021-A A3

0.36% Due 9/15/2025
100.000 0.00 12.00 12.00 0.00
Paydown 12/15/2021 47789KAC7 3,649.67 John Deere Owner Trust 2020-A A3

1.1% Due 8/15/2024
100.000 3,649.67 51.20 3,700.87 0.00
Paydown 12/15/2021 47789QAC4 0.00 John Deere Owner Trust 2021-B A3

0.52% Due 3/16/2026
100.000 0.00 19.50 19.50 0.00
Paydown 12/15/2021 58769KAD6 0.00 Mercedes-Benz Auto Lease Trust 2021- B A3

0.4% Due 11/15/2024
100.000 0.00 18.33 18.33 0.00
Paydown 12/15/2021 65479JAD5 4,961.92 Nissan Auto Receivables Owner 2019-C A3

1.93% Due 7/15/2024
100.000 4,961.92 96.99 5,058.91 0.00
Paydown 12/15/2021 89236XAC0 0.00 Toyota Auto Receivables 2020-D A3

0.35% Due 1/15/2025
100.000 0.00 13.13 13.13 0.00
Paydown 12/15/2021 89237VAB5 0.00 Toyota Auto Receivables Trust 2020-C A3

0.44% Due 10/15/2024
100.000 0.00 20.17 20.17 0.00
Paydown 12/15/2021 89238JAC9 0.00 Toyota Auto Receivables Trust 2021-D A3

0.71% Due 4/15/2026
100.000 0.00 20.71 20.71 0.00
Chandler Asset Management - CONFIDENTIAL Page 12 Execution Time: 1/4/2022 4:16:07 PM

3.A.3.a
Packet Pg. 26
Attachment: 2021-22 December Treasurers Report with signature (Treasurer’s Report at December 31, Transaction Ledger
As of December 31, 2021
City of San Jacinto
Account #10167
Transaction
Type
Settlement
Date CUSIP Quantity Security Description Price Acq/DispYield Amount InterestPur/Sold Total Amount Gain/Loss

DISPOSITIONS
Paydown 12/15/2021 89240BAC2 0.00 Toyota Auto Receivables Owners 2021- A A3

0.26% Due 5/15/2025
100.000 0.00 16.25 16.25 0.00
Paydown 12/20/2021 43813KAC6 0.00 Honda Auto Receivables Trust 2020-3 A3

0.37% Due 10/18/2024
100.000 0.00 27.75 27.75 0.00
Paydown 12/21/2021 43813GAC5 0.00 Honda Auto Receivables Trust 2021-1 A3

0.27% Due 4/21/2025
100.000 0.00 6.75 6.75 0.00
Paydown 12/21/2021 43815GAC3 0.00 Honda Auto Receivables Trust 2021-4 A3

0.88% Due 1/21/2026
100.000 0.00 23.10 23.10 0.00
Paydown 12/27/2021 09690AAC7 0.00 BMW Vehicle Lease Trust 2021-2 A3

0.33% Due 12/26/2024
100.000 0.00 9.63 9.63 0.00
Subtotal 14,939.05 14,939.05 450.20 15,389.25 0.00
Security
Withdrawal
12/03/2021 31846V203 937.50 First American Govt Obligation Fund Class Y

1.000 937.50 0.00 937.50 0.00
Security
Withdrawal
12/23/2021 31846V203 104.17 First American Govt Obligation Fund Class Y

1.000 104.17 0.00 104.17 0.00
Subtotal 1,041.67 1,041.67 0.00 1,041.67 0.00
TOTAL DISPOSITIONS 200,415.05 200,899.43 882.89 201,782.32 705.42

OTHER TRANSACTIONS
Interest 12/08/2021 3130A0F70 220,000.00 FHLB Note

3.375% Due 12/8/2023

0.000 3,712.50 0.00 3,712.50 0.00
Interest 12/09/2021 3130A3KM5 100,000.00 FHLB Note

2.5% Due 12/9/2022

0.000 1,250.00 0.00 1,250.00 0.00
Interest 12/10/2021 78015K7H1 200,000.00 Royal Bank of Canada Note

1.15% Due 6/10/2025

0.000 1,150.00 0.00 1,150.00 0.00
Interest 12/13/2021 3130A3GE8 250,000.00 FHLB Note

2.75% Due 12/13/2024

0.000 3,437.50 0.00 3,437.50 0.00
Chandler Asset Management - CONFIDENTIAL Page 13 Execution Time: 1/4/2022 4:16:07 PM

3.A.3.a
Packet Pg. 27
Attachment: 2021-22 December Treasurers Report with signature (Treasurer’s Report at December 31, Transaction Ledger
As of December 31, 2021
City of San Jacinto
Account #10167
Transaction
Type
Settlement
Date CUSIP Quantity Security Description Price Acq/DispYield Amount InterestPur/Sold Total Amount Gain/Loss

OTHER TRANSACTIONS
Interest 12/13/2021 3130AJKW8 225,000.00 FHLB Note

0.5% Due 6/13/2025

0.000 562.50 0.00 562.50 0.00
Interest 12/14/2021 3130A1XJ2 210,000.00 FHLB Note

2.875% Due 6/14/2024

0.000 3,018.75 0.00 3,018.75 0.00
Interest 12/18/2021 89236TJK2 120,000.00 Toyota Motor Credit Corp Note

1.125% Due 6/18/2026

0.000 675.00 0.00 675.00 0.00
Interest 12/19/2021 3137EAEN5 200,000.00 FHLMC Note

2.75% Due 6/19/2023

0.000 2,750.00 0.00 2,750.00 0.00
Interest 12/31/2021 91282CBC4 250,000.00 US Treasury Note

0.375% Due 12/31/2025

0.000 468.75 0.00 468.75 0.00
Subtotal 1,775,000.00 17,025.00 0.00 17,025.00 0.00
Dividend 12/01/2021 31846V203 62,779.92 First American Govt Obligation Fund Class Y

0.000 0.29 0.00 0.29 0.00
Dividend 12/29/2021 31846V203 9,249.71 First American Govt Obligation Fund Class Y

0.000 0.03 0.00 0.03 0.00
Subtotal 72,029.63 0.32 0.00 0.32 0.00
TOTAL OTHER TRANSACTIONS 1,847,029.63 17,025.32 0.00 17,025.32 0.00 Chandler Asset Management - CONFIDENTIAL Page 14 Execution Time: 1/4/2022 4:16:07 PM

3.A.3.a
Packet Pg. 28
Attachment: 2021-22 December Treasurers Report with signature (Treasurer’s Report at December 31, Income Earned
As of December 31, 2021
City of San Jacinto
Account #10167
CUSIP Security Description
Trade Date
Settle Date
Units
Book Value: Begin
Book Value: Acq
Book Value: Disp
Book Value: End
Prior Accrued
Inc. Received
Ending Accrued
Total Interest
Accr. Of Discount
Amort. Of Premium
Net Accret/Amort
Income Earned
Total Income

FIXED INCOME
023135BW5 Amazon.com Inc
Note

0.45% Due 05/12/2024
05/10/2021
05/12/2021
90,000.00
89,892.94

0.00 0.00
89,896.65

21.38 0.00

55.13 33.75

3.71 0.00

3.71 37.46

37.46 037833AK6 Apple Inc
Note

2.4% Due 05/03/2023
05/20/2019
05/22/2019
200,000.00
199,383.57

0.00 0.00
199,420.46
373.33

0.00 773.33
400.00

36.89 0.00

36.89 436.89
436.89
06051GEU9 Bank of America Corp
Note

3.3% Due 01/11/2023
01/28/2019
01/30/2019
130,000.00
130,016.84

0.00 0.00
130,015.55
1,668.33

0.00 2,025.83
357.50

0.00 1.29
(1.29)
356.21
356.21
06406RAE7 Bank of NY Mellon Corp
Callable Note Cont 12/29/2022

2.95% Due 01/29/2023
09/09/2019
09/11/2019
145,000.00
146,481.14

0.00 0.00
146,364.30
1,449.60

0.00 1,806.06
356.46

0.00 116.84
(116.84)
239.62
239.62
084670BR8 Berkshire Hathaway
Callable Note Cont 1/15/2023

2.75% Due 03/15/2023
08/26/2019
08/28/2019
150,000.00
151,501.18

0.00 0.00
151,387.67
870.83

0.00 1,214.58
343.75

0.00 113.51
(113.51)
230.24
230.24
09690AAC7 BMW Vehicle Lease Trust
2021-2 A3

0.33% Due 12/26/2024
09/08/2021
09/15/2021
35,000.00
34,996.72

0.00 0.00
34,996.86

1.93 9.63

0.14 0.00

0.14 9.77

9.77 24422EUR8 John Deere Capital Corp
Note

3.45% Due 01/10/2024
03/14/2019
03/18/2019
150,000.00
151,454.42

0.00 0.00
151,395.87
2,026.88

0.00 2,458.13
431.25

0.00 58.55
(58.55)
372.70
372.70
3130A0F70 FHLB
Note

3.375% Due 12/08/2023
01/30/2019
01/31/2019
220,000.00
222,742.29

0.00 0.00
222,626.94
3,568.13
3,712.50
474.38
618.75

0.00 115.35
(115.35)
503.40
503.40
3130A1XJ2 FHLB
Note

2.875% Due 06/14/2024
Various
Various
210,000.00
214,599.63

0.00 0.00
214,445.64
2,800.72
3,018.75
285.10
503.13

0.00 153.99
(153.99)
349.14
349.14
Chandler Asset Management - CONFIDENTIAL Page 15 Execution Time: 1/4/2022 4:16:07 PM

3.A.3.a
Packet Pg. 29
Attachment: 2021-22 December Treasurers Report with signature (Treasurer’s Report at December 31, Income Earned
As of December 31, 2021
City of San Jacinto
Account #10167
CUSIP Security Description
Trade Date
Settle Date
Units
Book Value: Begin
Book Value: Acq
Book Value: Disp
Book Value: End
Prior Accrued
Inc. Received
Ending Accrued
Total Interest
Accr. Of Discount
Amort. Of Premium
Net Accret/Amort
Income Earned
Total Income
3130A2UW4 FHLB
Note

2.875% Due 09/13/2024
10/29/2019
10/30/2019
150,000.00
154,420.52

0.00 0.00
154,285.78
934.38

0.00 1,293.75
359.37

0.00 134.74
(134.74)
224.63
224.63
3130A3GE8 FHLB
Note

2.75% Due 12/13/2024
12/16/2019
12/17/2019
250,000.00
257,094.42

0.00 0.00
256,895.93
3,208.33
3,437.50
343.75
572.92

0.00 198.49
(198.49)
374.43
374.43
3130A3KM5 FHLB
Note

2.5% Due 12/09/2022
09/10/2019
09/13/2019
100,000.00
100,886.94

0.00 0.00
100,813.23
1,194.44
1,250.00
152.78
208.34

0.00 73.71
(73.71)
134.63
134.63
3130AJKW8 FHLB
Note

0.5% Due 06/13/2025
06/24/2020
06/25/2020
225,000.00
224,875.20

0.00 0.00
224,878.19
525.00
562.50

56.25 93.75

2.99 0.00

2.99 96.74

96.74 313378WG2 FHLB
Note

2.5% Due 03/11/2022
03/13/2018
03/14/2018
100,000.00
99,961.66

0.00 0.00
99,973.55
555.56

0.00 763.89
208.33

11.89 0.00

11.89 220.22
220.22
313383YJ4 FHLB
Note

3.375% Due 09/08/2023
12/27/2018
12/28/2018
200,000.00
202,120.69

0.00 0.00
202,018.92
1,556.25

0.00 2,118.75
562.50

0.00 101.77
(101.77)
460.73
460.73
3135G03U5 FNMA
Note

0.625% Due 04/22/2025
Various
Various
310,000.00
309,971.76

0.00 0.00
309,972.47
209.90

0.00 371.35
161.45

7.35 6.64

0.71 162.16
162.16
3135G05X7 FNMA
Note

0.375% Due 08/25/2025
08/25/2020
08/27/2020
230,000.00
229,195.65

0.00 0.00
229,213.94
230.00

0.00 301.88

71.88 18.29

0.00 18.29

90.17 90.17
3135G06G3 FNMA
Note

0.5% Due 11/07/2025
11/09/2020
11/12/2020
250,000.00
249,293.73

0.00 0.00
249,308.97

83.33 0.00
187.50
104.17

15.24 0.00

15.24 119.41
119.41
Chandler Asset Management - CONFIDENTIAL Page 16 Execution Time: 1/4/2022 4:16:07 PM

3.A.3.a
Packet Pg. 30
Attachment: 2021-22 December Treasurers Report with signature (Treasurer’s Report at December 31, Income Earned
As of December 31, 2021
City of San Jacinto
Account #10167
CUSIP Security Description
Trade Date
Settle Date
Units
Book Value: Begin
Book Value: Acq
Book Value: Disp
Book Value: End
Prior Accrued
Inc. Received
Ending Accrued
Total Interest
Accr. Of Discount
Amort. Of Premium
Net Accret/Amort
Income Earned
Total Income
3135G0T94 FNMA
Note

2.375% Due 01/19/2023
10/17/2018
10/19/2018
290,000.00
287,865.51

0.00 0.00
288,025.34
2,525.42

0.00 3,099.38
573.96
159.83

0.00 159.83
733.79
733.79
3135G0V34 FNMA
Note

2.5% Due 02/05/2024
03/24/2020
03/25/2020
375,000.00
388,436.73

0.00 0.00
387,913.44
3,020.83

0.00 3,802.08
781.25

0.00 523.29
(523.29)
257.96
257.96
3135G0W33 FNMA
Note

1.375% Due 09/06/2022
09/05/2019
09/06/2019
200,000.00
199,822.82

0.00 0.00
199,842.51
649.31

0.00 878.47
229.16

19.69 0.00

19.69 248.85
248.85
3135G0X24 FNMA
Note

1.625% Due 01/07/2025
01/16/2020
01/17/2020
225,000.00
224,562.26

0.00 0.00
224,574.24
1,462.50

0.00 1,767.19
304.69

11.98 0.00

11.98 316.67
316.67
3137EAEN5 FHLMC
Note

2.75% Due 06/19/2023
11/13/2018
11/14/2018
200,000.00
199,049.13

0.00 0.00
199,101.30
2,475.00
2,750.00
183.33
458.33

52.17 0.00

52.17 510.50
510.50
3137EAEP0 FHLMC
Note

1.5% Due 02/12/2025
02/13/2020
02/14/2020
245,000.00
244,879.16

0.00 0.00
244,882.37
1,112.71

0.00 1,418.96
306.25

3.21 0.00

3.21 309.46
309.46
3137EAEU9 FHLMC
Note

0.375% Due 07/21/2025
07/21/2020
07/23/2020
145,000.00
144,474.26

0.00 0.00
144,486.53
196.35

0.00 241.67

45.32 12.27

0.00 12.27

57.59 57.59
3137EAEX3 FHLMC
Note

0.375% Due 09/23/2025
09/23/2020
09/25/2020
230,000.00
229,471.67

0.00 0.00
229,483.43
162.92

0.00 234.79

71.87 11.76

0.00 11.76

83.63 83.63
3137EAEY1 FHLMC
Note

0.125% Due 10/16/2023
10/22/2020
10/23/2020
180,000.00
179,530.38

0.00 0.00
179,551.66

28.13 0.00

46.88 18.75

21.28 0.00

21.28 40.03

40.03 Chandler Asset Management - CONFIDENTIAL Page 17 Execution Time: 1/4/2022 4:16:07 PM

3.A.3.a
Packet Pg. 31
Attachment: 2021-22 December Treasurers Report with signature (Treasurer’s Report at December 31, Income Earned
As of December 31, 2021
City of San Jacinto
Account #10167
CUSIP Security Description
Trade Date
Settle Date
Units
Book Value: Begin
Book Value: Acq
Book Value: Disp
Book Value: End
Prior Accrued
Inc. Received
Ending Accrued
Total Interest
Accr. Of Discount
Amort. Of Premium
Net Accret/Amort
Income Earned
Total Income
43813GAC5 Honda Auto Receivables Trust
2021-1 A3

0.27% Due 04/21/2025
02/17/2021
02/24/2021
30,000.00
29,999.59

0.00 0.00
29,999.60

2.25 6.75

0.01 0.00

0.01 6.76

6.76 43813KAC6 Honda Auto Receivables Trust
2020-3 A3

0.37% Due 10/18/2024
09/22/2020
09/29/2020
90,000.00
89,991.72

0.00 0.00
89,992.08

12.03 27.75

0.36 0.00

0.36 28.11

28.11 43815GAC3 Honda Auto Receivables Trust
2021-4 A3

0.88% Due 01/21/2026
11/16/2021
11/24/2021
35,000.00
34,992.66

0.00 0.00
34,992.86

5.99 23.10

8.56 25.67

0.20 0.00

0.20 25.87

25.87 43815NAC8 Honda Auto Receivables Trust
2019-3 A3

1.78% Due 08/15/2023
08/20/2019
08/27/2019
41,942.46
46,833.25

0.00 4,890.89
41,942.38

37.05 69.47

33.18 65.60

0.02 0.00

0.02 65.62

65.62 4581X0DV7 Inter-American Dev Bank
Note

0.875% Due 04/20/2026
04/13/2021
04/20/2021
230,000.00
229,076.40

0.00 0.00
229,094.28
229.20

0.00 396.91
167.71

17.88 0.00

17.88 185.59
185.59
46625HJX9 JP Morgan Chase
Note

3.625% Due 05/13/2024
12/19/2019
12/24/2019
145,000.00
149,777.38

0.00 0.00
149,611.72
262.81

0.00 700.83
438.02

0.00 165.66
(165.66)
272.36
272.36
477870AC3 John Deere Owner Trust
2019-B A3

2.21% Due 12/15/2023
07/16/2019
07/24/2019
17,347.61
18,782.34

0.00 1,436.57
17,345.98

18.45 34.59

17.04 33.18

0.21 0.00

0.21 33.39

33.39 47787NAC3 John Deere Owner Trust
2020-B A3

0.51% Due 11/15/2024
07/14/2020
07/22/2020
25,000.00
24,997.68

0.00 0.00
24,997.77

5.67 10.63

0.09 0.00

0.09 10.72

10.72 47788UAC6 John Deere Owner Trust
2021-A A3

0.36% Due 09/15/2025
03/02/2021
03/10/2021
40,000.00
39,993.87

0.00 0.00
39,994.05

6.40 12.00

0.18 0.00

0.18 12.18

12.18 Chandler Asset Management - CONFIDENTIAL Page 18 Execution Time: 1/4/2022 4:16:07 PM

3.A.3.a
Packet Pg. 32
Attachment: 2021-22 December Treasurers Report with signature (Treasurer’s Report at December 31, Income Earned
As of December 31, 2021
City of San Jacinto
Account #10167
CUSIP Security Description
Trade Date
Settle Date
Units
Book Value: Begin
Book Value: Acq
Book Value: Disp
Book Value: End
Prior Accrued
Inc. Received
Ending Accrued
Total Interest
Accr. Of Discount
Amort. Of Premium
Net Accret/Amort
Income Earned
Total Income
47789KAC7 John Deere Owner Trust
2020-A A3

1.1% Due 08/15/2024
03/04/2020
03/11/2020
52,202.74
55,850.32

0.00 3,649.67
52,200.85

27.31 51.20

25.52 49.41

0.20 0.00

0.20 49.61

49.61 47789QAC4 John Deere Owner Trust
2021-B A3

0.52% Due 03/16/2026
07/13/2021
07/21/2021
45,000.00
44,996.39

0.00 0.00
44,996.48

10.40 19.50

0.09 0.00

0.09 19.59

19.59 58769KAD6 Mercedes-Benz Auto Lease Trust
2021-B A3

0.4% Due 11/15/2024
06/22/2021
06/29/2021
55,000.00
54,996.54

0.00 0.00
54,996.68

9.78 18.33

0.14 0.00

0.14 18.47

18.47 65479JAD5 Nissan Auto Receivables Owner
2019-C A3

1.93% Due 07/15/2024
10/16/2019
10/23/2019
55,344.90
60,305.05

0.00 4,961.92
55,343.33

51.73 96.99

47.47 92.73

0.20 0.00

0.20 92.93

92.93 78015K7H1 Royal Bank of Canada
Note

1.15% Due 06/10/2025
10/14/2021
10/18/2021
200,000.00
199,882.03

0.00 0.00
199,884.87
1,092.50
1,150.00
134.17
191.67

2.84 0.00

2.84 194.51
194.51
808513BN4 Charles Schwab Corp
Callable Note Cont 2/18/2024

0.75% Due 03/18/2024
03/16/2021
03/18/2021
40,000.00
39,984.71

0.00 0.00
39,985.27

60.83 0.00

85.83 25.00

0.56 0.00

0.56 25.56

25.56 89114TZG0 Toronto-Dominion Bank
Note

1.25% Due 09/10/2026
11/17/2021
11/19/2021
200,000.00
195,916.10

0.00 0.00
195,988.69
562.50

0.00 770.83
208.33

72.59 0.00

72.59 280.92
280.92
89236TDP7 Toyota Motor Credit Corp
Note

2.6% Due 01/11/2022
01/28/2019
01/30/2019
130,000.00
129,947.84

0.00 0.00
129,987.28
1,314.44

0.00 1,596.11
281.67

39.44 0.00

39.44 321.11
321.11
89236TJK2 Toyota Motor Credit Corp
Note

1.125% Due 06/18/2026
06/15/2021
06/18/2021
120,000.00
119,952.00

0.00 0.00
119,952.90
611.25
675.00

48.75 112.50

0.90 0.00

0.90 113.40
113.40
Chandler Asset Management - CONFIDENTIAL Page 19 Execution Time: 1/4/2022 4:16:07 PM

3.A.3.a
Packet Pg. 33
Attachment: 2021-22 December Treasurers Report with signature (Treasurer’s Report at December 31, Income Earned
As of December 31, 2021
City of San Jacinto
Account #10167
CUSIP Security Description
Trade Date
Settle Date
Units
Book Value: Begin
Book Value: Acq
Book Value: Disp
Book Value: End
Prior Accrued
Inc. Received
Ending Accrued
Total Interest
Accr. Of Discount
Amort. Of Premium
Net Accret/Amort
Income Earned
Total Income
89236XAC0 Toyota Auto Receivables
2020-D A3

0.35% Due 01/15/2025
10/06/2020
10/13/2020
45,000.00
44,993.85

0.00 0.00
44,994.02

7.00 13.13

0.17 0.00

0.17 13.30

13.30 89237VAB5 Toyota Auto Receivables Trust
2020-C A3

0.44% Due 10/15/2024
07/21/2020
07/27/2020
55,000.00
54,997.12

0.00 0.00
54,997.21

10.76 20.17

0.09 0.00

0.09 20.26

20.26 89238JAC9 Toyota Auto Receivables Trust
2021-D A3

0.71% Due 04/15/2026
11/09/2021
11/15/2021
35,000.00
34,999.26

0.00 0.00
34,999.28

11.04 20.71

0.02 0.00

0.02 20.73

20.73 89240BAC2 Toyota Auto Receivables Owners
2021-A A3

0.26% Due 05/15/2025
02/02/2021
02/08/2021
75,000.00
74,989.72

0.00 0.00
74,990.10

8.67 16.25

0.38 0.00

0.38 16.63

16.63 9128282A7 US Treasury
Note

1.5% Due 08/15/2026
09/23/2021
09/24/2021
150,000.00
154,069.40

0.00 0.00
153,995.97
660.33

0.00 849.86
189.53

0.00 73.43
(73.43)
116.10
116.10
9128282U3 US Treasury
Note

1.875% Due 08/31/2024
12/12/2019
12/13/2019
230,000.00
230,717.23

0.00 0.00
230,695.08
1,095.99

0.00 1,465.30
369.31

0.00 22.15
(22.15)
347.16
347.16
9128284D9 US Treasury
Note

2.5% Due 03/31/2023
Various
Various
210,000.00
208,835.64

0.00 0.00
208,910.06
894.23

0.00 1,341.34
447.11

74.42 0.00

74.42 521.53
521.53
9128284Z0 US Treasury
Note

2.75% Due 08/31/2025
06/24/2021
06/25/2021
155,000.00
166,603.33

0.00 0.00
166,340.58
1,083.29

0.00 1,448.31
365.02

0.00 262.75
(262.75)
102.27
102.27
912828L24 US Treasury
Note

1.875% Due 08/31/2022
07/22/2019
07/23/2019
150,000.00
150,111.34

0.00 0.00
150,098.70
714.78

0.00 955.63
240.85

0.00 12.64
(12.64)
228.21
228.21
Chandler Asset Management - CONFIDENTIAL Page 20 Execution Time: 1/4/2022 4:16:07 PM

3.A.3.a
Packet Pg. 34
Attachment: 2021-22 December Treasurers Report with signature (Treasurer’s Report at December 31, Income Earned
As of December 31, 2021
City of San Jacinto
Account #10167
CUSIP Security Description
Trade Date
Settle Date
Units
Book Value: Begin
Book Value: Acq
Book Value: Disp
Book Value: End
Prior Accrued
Inc. Received
Ending Accrued
Total Interest
Accr. Of Discount
Amort. Of Premium
Net Accret/Amort
Income Earned
Total Income
912828M80 US Treasury
Note
2% Due 11/30/2022
04/11/2019
04/15/2019
200,000.00
199,409.79

0.00 0.00
199,460.05

10.99 0.00
351.65
340.66

50.26 0.00

50.26 390.92
390.92
912828W71 US Treasury
Note

2.125% Due 03/31/2024
12/05/2019
12/06/2019
210,000.00
212,337.28

0.00 0.00
212,252.14
760.10

0.00 1,140.14
380.04

0.00 85.14
(85.14)
294.90
294.90
912828W89 US Treasury
Note
Due 03/31/2022
04/26/2018
04/27/2018

0.00 99,729.34

0.00 99,778.96

0.00 319.37
432.69

0.00 113.32

49.62 0.00

49.62 162.94
162.94
912828Y61 US Treasury
Note

2.75% Due 07/31/2023
12/27/2018
12/28/2018
175,000.00
175,443.16

0.00 0.00
175,420.53
1,608.53

0.00 2,013.93
405.40

0.00 22.63
(22.63)
382.77
382.77
912828Y87 US Treasury
Note

1.75% Due 07/31/2024
01/17/2020
01/21/2020
220,000.00
220,682.90

0.00 0.00
220,661.14
1,286.82

0.00 1,611.14
324.32

0.00 21.76
(21.76)
302.56
302.56
912828YV6 US Treasury
Note

1.5% Due 11/30/2024
12/12/2019
12/13/2019
230,000.00
228,443.51

0.00 0.00
228,487.57

9.48 0.00
303.30
293.82

44.06 0.00

44.06 337.88
337.88
912828ZC7 US Treasury
Note

1.125% Due 02/28/2025
03/24/2020
03/25/2020
400,000.00
407,926.46

0.00 0.00
407,719.10
1,143.65

0.00 1,529.01
385.36

0.00 207.36
(207.36)
178.00
178.00
912828ZT0 US Treasury
Note

0.25% Due 05/31/2025
06/04/2020
06/05/2020
230,000.00
228,859.63

0.00 0.00
228,887.31

1.58 0.00

50.55 48.97

27.68 0.00

27.68 76.65

76.65 91282CAZ4 US Treasury
Note

0.375% Due 11/30/2025
12/15/2020
12/16/2020
240,000.00
240,015.12

0.00 0.00
240,014.80

2.47 0.00

79.12 76.65

0.00 0.32
(0.32)

76.33 76.33
Chandler Asset Management - CONFIDENTIAL Page 21 Execution Time: 1/4/2022 4:16:07 PM

3.A.3.a
Packet Pg. 35
Attachment: 2021-22 December Treasurers Report with signature (Treasurer’s Report at December 31, Income Earned
As of December 31, 2021
City of San Jacinto
Account #10167
CUSIP Security Description
Trade Date
Settle Date
Units
Book Value: Begin
Book Value: Acq
Book Value: Disp
Book Value: End
Prior Accrued
Inc. Received
Ending Accrued
Total Interest
Accr. Of Discount
Amort. Of Premium
Net Accret/Amort
Income Earned
Total Income
91282CBC4 US Treasury
Note

0.375% Due 12/31/2025
01/28/2021
01/29/2021
250,000.00
249,619.18

0.00 0.00
249,627.09
392.32
468.75

2.59 79.02

7.91 0.00

7.91 86.93

86.93 91282CBQ3 US Treasury
Note

0.5% Due 02/28/2026
03/24/2021
03/25/2021
250,000.00
246,663.37

0.00 0.00
246,730.10
317.68

0.00 424.72
107.04

66.73 0.00

66.73 173.77
173.77
91282CBT7 US Treasury
Note

0.75% Due 03/31/2026
Various
Various
250,000.00
248,847.37

0.00 0.00
248,869.97
319.37

0.00 479.05
159.68

22.60 0.00

22.60 182.28
182.28
91282CCP4 US Treasury
Note

0.625% Due 07/31/2026
08/25/2021
08/26/2021
300,000.00
297,305.80

0.00 0.00
297,354.84
626.70

0.00 784.65
157.95

49.04 0.00

49.04 206.99
206.99
91282CDN8 US Treasury
Note
1% Due 12/15/2024
12/22/2021
12/23/2021
185,000.00

0.00 185,310.74

0.00 185,308.17

0.00 (40.66)

86.40 45.74

0.00 2.57
(2.57)

43.17 43.17
91324PEC2 United Health Group Inc
Callable Note Cont 4/15/2026

1.15% Due 05/15/2026
Various
Various
30,000.00
30,087.87

0.00 0.00
30,086.16

15.33 0.00

44.08 28.75

0.00 1.71
(1.71)

27.04 27.04
931142ER0 Wal-Mart Stores
Callable Note Cont 08/17/2026

1.05% Due 09/17/2026
09/08/2021
09/17/2021
30,000.00
29,945.63

0.00 0.00
29,946.59

64.75 0.00

91.00 26.25

0.96 0.00

0.96 27.21

27.21 Total Fixed Income 11,091,837.71
11,068,890.39
185,310.74
114,718.01
11,137,925.37
48,597.31
17,867.23
45,358.09
14,628.01
918.54
2,476.29
(1,557.75)
13,070.26 13,070.26
Chandler Asset Management - CONFIDENTIAL Page 22 Execution Time: 1/4/2022 4:16:07 PM

3.A.3.a
Packet Pg. 36
Attachment: 2021-22 December Treasurers Report with signature (Treasurer’s Report at December 31, Income Earned
As of December 31, 2021
City of San Jacinto
Account #10167
CUSIP Security Description
Trade Date
Settle Date
Units
Book Value: Begin
Book Value: Acq
Book Value: Disp
Book Value: End
Prior Accrued
Inc. Received
Ending Accrued
Total Interest
Accr. Of Discount
Amort. Of Premium
Net Accret/Amort
Income Earned
Total Income

CASH & EQUIVALENT
31846V203 First American
Govt Obligation Fund Class Y
Various
Various
9,718.49
62,779.92
32,414.57
85,476.00
9,718.49

0.00 0.32

0.00 0.00

0.00 0.32

0.32 Total Cash & Equivalent 9,718.49
62,779.92
32,414.57
85,476.00
9,718.49

0.00 0.32

0.00 0.00

0.00 0.32 0.32
TOTAL PORTFOLIO 11,101,556.20
11,131,670.31
217,725.31
200,194.01
11,147,643.86
48,597.31
17,867.55
45,358.09
14,628.33
918.54
2,476.29
(1,557.75)
13,070.58 13,070.58
Chandler Asset Management - CONFIDENTIAL Page 23 Execution Time: 1/4/2022 4:16:07 PM

3.A.3.a
Packet Pg. 37
Attachment: 2021-22 December Treasurers Report with signature (Treasurer’s Report at December 31, Cash Flow Report
As of December 31, 2021
City of San Jacinto
Account #10167
Payment Date Transaction Type CUSIP Quantity Security Description Principal Amount Income Total Amount 01/07/2022 Interest 3135G0X24 225,000.00 FNMA Note

1.625% Due 1/7/2025

0.00 1,828.13 1,828.13
01/10/2022 Interest 24422EUR8 150,000.00 John Deere Capital Corp Note

3.45% Due 1/10/2024

0.00 2,587.50 2,587.50
01/11/2022 Interest 06051GEU9 130,000.00 Bank of America Corp Note

3.3% Due 1/11/2023

0.00 2,145.00 2,145.00
01/11/2022 Maturity 89236TDP7 130,000.00 Toyota Motor Credit Corp Note

2.6% Due 1/11/2022
130,000.00 1,690.00 131,690.00
01/15/2022 Paydown 89236XAC0 45,000.00 Toyota Auto Receivables 2020-D A3

0.35% Due 1/15/2025
1,288.68 13.13 1,301.81
01/15/2022 Paydown 43815NAC8 41,942.46 Honda Auto Receivables Trust 2019-3 A3

1.78% Due 8/15/2023
5,621.20 62.21 5,683.41
01/15/2022 Paydown 65479JAD5 55,344.90 Nissan Auto Receivables Owner 2019-C A3

1.93% Due 7/15/2024
1,725.79 89.01 1,814.80
01/15/2022 Paydown 47788UAC6 40,000.00 John Deere Owner Trust 2021-A A3

0.36% Due 9/15/2025

0.00 12.00 12.00
01/15/2022 Paydown 89238JAC9 35,000.00 Toyota Auto Receivables Trust 2021-D A3

0.71% Due 4/15/2026

0.00 20.71 20.71
01/15/2022 Paydown 477870AC3 17,347.61 John Deere Owner Trust 2019-B A3

2.21% Due 12/15/2023
705.65 31.95 737.60
01/15/2022 Paydown 47787NAC3 25,000.00 John Deere Owner Trust 2020-B A3

0.51% Due 11/15/2024

0.00 10.63 10.63
01/15/2022 Paydown 47789KAC7 52,202.74 John Deere Owner Trust 2020-A A3

1.1% Due 8/15/2024
1,562.85 47.85 1,610.70
01/15/2022 Paydown 47789QAC4 45,000.00 John Deere Owner Trust 2021-B A3

0.52% Due 3/16/2026

0.00 19.50 19.50
01/15/2022 Paydown 58769KAD6 55,000.00 Mercedes-Benz Auto Lease Trust 2021-B A3

0.4% Due 11/15/2024

0.00 18.33 18.33
01/15/2022 Paydown 89237VAB5 55,000.00 Toyota Auto Receivables Trust 2020-C A3

0.44% Due 10/15/2024
1,607.88 20.17 1,628.05
01/15/2022 Paydown 89240BAC2 75,000.00 Toyota Auto Receivables Owners 2021-A A3

0.26% Due 5/15/2025

0.00 16.25 16.25
01/18/2022 Paydown 43813KAC6 90,000.00 Honda Auto Receivables Trust 2020-3 A3

0.37% Due 10/18/2024

0.00 27.75 27.75
Chandler Asset Management - CONFIDENTIAL Page 24 Execution Time: 1/4/2022 4:16:07 PM

3.A.3.a
Packet Pg. 38
Attachment: 2021-22 December Treasurers Report with signature (Treasurer’s Report at December 31, Cash Flow Report
As of December 31, 2021
City of San Jacinto
Account #10167
Payment Date Transaction Type CUSIP Quantity Security Description Principal Amount Income Total Amount 01/19/2022 Interest 3135G0T94 290,000.00 FNMA Note

2.375% Due 1/19/2023

0.00 3,443.75 3,443.75
01/21/2022 Interest 3137EAEU9 145,000.00 FHLMC Note

0.375% Due 7/21/2025

0.00 271.88 271.88
01/21/2022 Paydown 43815GAC3 35,000.00 Honda Auto Receivables Trust 2021-4 A3

0.88% Due 1/21/2026

0.00 25.67 25.67
01/21/2022 Paydown 43813GAC5 30,000.00 Honda Auto Receivables Trust 2021-1 A3

0.27% Due 4/21/2025

0.00 6.75 6.75
01/25/2022 Paydown 09690AAC7 35,000.00 BMW Vehicle Lease Trust 2021-2 A3

0.33% Due 12/26/2024

0.00 9.63 9.63
01/29/2022 Interest 06406RAE7 145,000.00 Bank of NY Mellon Corp Callable Note Cont 12/29/2022

2.95% Due 1/29/2023

0.00 2,138.75 2,138.75
01/31/2022 Interest 912828Y61 175,000.00 US Treasury Note

2.75% Due 7/31/2023

0.00 2,406.25 2,406.25
01/31/2022 Interest 91282CCP4 300,000.00 US Treasury Note

0.625% Due 7/31/2026

0.00 937.50 937.50
01/31/2022 Interest 912828Y87 220,000.00 US Treasury Note

1.75% Due 7/31/2024

0.00 1,925.00 1,925.00
JAN 2022 142,512.05 19,805.30 162,317.35
02/05/2022 Interest 3135G0V34 375,000.00 FNMA Note

2.5% Due 2/5/2024

0.00 4,687.50 4,687.50
02/12/2022 Interest 3137EAEP0 245,000.00 FHLMC Note

1.5% Due 2/12/2025

0.00 1,837.50 1,837.50
02/15/2022 Interest 9128282A7 150,000.00 US Treasury Note

1.5% Due 8/15/2026

0.00 1,125.00 1,125.00
02/15/2022 Paydown 47787NAC3 25,000.00 John Deere Owner Trust 2020-B A3

0.51% Due 11/15/2024

0.00 10.63 10.63
02/15/2022 Paydown 47788UAC6 40,000.00 John Deere Owner Trust 2021-A A3

0.36% Due 9/15/2025

0.00 12.00 12.00
02/15/2022 Paydown 47789QAC4 45,000.00 John Deere Owner Trust 2021-B A3

0.52% Due 3/16/2026

0.00 19.50 19.50
02/15/2022 Paydown 65479JAD5 55,344.90 Nissan Auto Receivables Owner 2019-C A3

1.93% Due 7/15/2024
1,729.67 86.24 1,815.91
Chandler Asset Management - CONFIDENTIAL Page 25 Execution Time: 1/4/2022 4:16:07 PM

3.A.3.a
Packet Pg. 39
Attachment: 2021-22 December Treasurers Report with signature (Treasurer’s Report at December 31, Cash Flow Report
As of December 31, 2021
City of San Jacinto
Account #10167
Payment Date Transaction Type CUSIP Quantity Security Description Principal Amount Income Total Amount 02/15/2022 Paydown 89238JAC9 35,000.00 Toyota Auto Receivables Trust 2021-D A3

0.71% Due 4/15/2026

0.00 20.71 20.71
02/15/2022 Paydown 89240BAC2 75,000.00 Toyota Auto Receivables Owners 2021-A A3

0.26% Due 5/15/2025

0.00 16.25 16.25
02/15/2022 Paydown 43815NAC8 41,942.46 Honda Auto Receivables Trust 2019-3 A3

1.78% Due 8/15/2023
5,382.32 53.88 5,436.20
02/15/2022 Paydown 477870AC3 17,347.61 John Deere Owner Trust 2019-B A3

2.21% Due 12/15/2023
707.12 30.65 737.77
02/15/2022 Paydown 58769KAD6 55,000.00 Mercedes-Benz Auto Lease Trust 2021-B A3

0.4% Due 11/15/2024

0.00 18.33 18.33
02/15/2022 Paydown 47789KAC7 52,202.74 John Deere Owner Trust 2020-A A3

1.1% Due 8/15/2024
1,567.15 46.42 1,613.57
02/15/2022 Paydown 89236XAC0 45,000.00 Toyota Auto Receivables 2020-D A3

0.35% Due 1/15/2025
1,285.14 12.75 1,297.89
02/15/2022 Paydown 89237VAB5 55,000.00 Toyota Auto Receivables Trust 2020-C A3

0.44% Due 10/15/2024
1,608.47 19.58 1,628.05
02/18/2022 Paydown 43813KAC6 90,000.00 Honda Auto Receivables Trust 2020-3 A3

0.37% Due 10/18/2024

0.00 27.75 27.75
02/21/2022 Paydown 43813GAC5 30,000.00 Honda Auto Receivables Trust 2021-1 A3

0.27% Due 4/21/2025

0.00 6.75 6.75
02/21/2022 Paydown 43815GAC3 35,000.00 Honda Auto Receivables Trust 2021-4 A3

0.88% Due 1/21/2026

0.00 25.67 25.67
02/25/2022 Interest 3135G05X7 230,000.00 FNMA Note

0.375% Due 8/25/2025

0.00 431.25 431.25
02/25/2022 Paydown 09690AAC7 35,000.00 BMW Vehicle Lease Trust 2021-2 A3

0.33% Due 12/26/2024

0.00 9.63 9.63
02/28/2022 Interest 9128284Z0 155,000.00 US Treasury Note

2.75% Due 8/31/2025

0.00 2,131.25 2,131.25
02/28/2022 Interest 912828L24 150,000.00 US Treasury Note

1.875% Due 8/31/2022

0.00 1,406.25 1,406.25
02/28/2022 Interest 91282CBQ3 250,000.00 US Treasury Note

0.5% Due 2/28/2026

0.00 625.00 625.00
02/28/2022 Interest 912828ZC7 400,000.00 US Treasury Note

1.125% Due 2/28/2025

0.00 2,250.00 2,250.00
Chandler Asset Management - CONFIDENTIAL Page 26 Execution Time: 1/4/2022 4:16:07 PM

3.A.3.a
Packet Pg. 40
Attachment: 2021-22 December Treasurers Report with signature (Treasurer’s Report at December 31, Cash Flow Report
As of December 31, 2021
City of San Jacinto
Account #10167
Payment Date Transaction Type CUSIP Quantity Security Description Principal Amount Income Total Amount 02/28/2022 Interest 9128282U3 230,000.00 US Treasury Note

1.875% Due 8/31/2024

0.00 2,156.25 2,156.25
FEB 2022 12,279.87 17,066.74 29,346.61
03/06/2022 Interest 3135G0W33 200,000.00 FNMA Note

1.375% Due 9/6/2022

0.00 1,375.00 1,375.00
03/08/2022 Interest 313383YJ4 200,000.00 FHLB Note

3.375% Due 9/8/2023

0.00 3,375.00 3,375.00
03/10/2022 Interest 89114TZG0 200,000.00 Toronto-Dominion Bank Note

1.25% Due 9/10/2026

0.00 1,250.00 1,250.00
03/11/2022 Maturity 313378WG2 100,000.00 FHLB Note

2.5% Due 3/11/2022
100,000.00 1,250.00 101,250.00
03/13/2022 Interest 3130A2UW4 150,000.00 FHLB Note

2.875% Due 9/13/2024

0.00 2,156.25 2,156.25
03/15/2022 Interest 084670BR8 150,000.00 Berkshire Hathaway Callable Note Cont 1/15/2023

2.75% Due 3/15/2023

0.00 2,062.50 2,062.50
03/15/2022 Paydown 47788UAC6 40,000.00 John Deere Owner Trust 2021-A A3

0.36% Due 9/15/2025

0.00 12.00 12.00
03/15/2022 Paydown 89238JAC9 35,000.00 Toyota Auto Receivables Trust 2021-D A3

0.71% Due 4/15/2026

0.00 20.71 20.71
03/15/2022 Paydown 43815NAC8 41,942.46 Honda Auto Receivables Trust 2019-3 A3

1.78% Due 8/15/2023
5,142.87 45.89 5,188.76
03/15/2022 Paydown 47787NAC3 25,000.00 John Deere Owner Trust 2020-B A3

0.51% Due 11/15/2024
1,082.28 10.63 1,092.91
03/15/2022 Paydown 47789QAC4 45,000.00 John Deere Owner Trust 2021-B A3

0.52% Due 3/16/2026

0.00 19.50 19.50
03/15/2022 Paydown 65479JAD5 55,344.90 Nissan Auto Receivables Owner 2019-C A3

1.93% Due 7/15/2024
1,733.56 83.46 1,817.02
03/15/2022 Paydown 89237VAB5 55,000.00 Toyota Auto Receivables Trust 2020-C A3

0.44% Due 10/15/2024
1,609.06 18.99 1,628.05
03/15/2022 Paydown 89240BAC2 75,000.00 Toyota Auto Receivables Owners 2021-A A3

0.26% Due 5/15/2025

0.00 16.25 16.25
03/15/2022 Paydown 477870AC3 17,347.61 John Deere Owner Trust 2019-B A3

2.21% Due 12/15/2023
708.59 29.35 737.94
Chandler Asset Management - CONFIDENTIAL Page 27 Execution Time: 1/4/2022 4:16:07 PM

3.A.3.a
Packet Pg. 41
Attachment: 2021-22 December Treasurers Report with signature (Treasurer’s Report at December 31, Cash Flow Report
As of December 31, 2021
City of San Jacinto
Account #10167
Payment Date Transaction Type CUSIP Quantity Security Description Principal Amount Income Total Amount 03/15/2022 Paydown 58769KAD6 55,000.00 Mercedes-Benz Auto Lease Trust 2021-B A3

0.4% Due 11/15/2024

0.00 18.33 18.33
03/15/2022 Paydown 47789KAC7 52,202.74 John Deere Owner Trust 2020-A A3

1.1% Due 8/15/2024
1,571.46 44.98 1,616.44
03/15/2022 Paydown 89236XAC0 45,000.00 Toyota Auto Receivables 2020-D A3

0.35% Due 1/15/2025
1,281.56 12.37 1,293.93
03/17/2022 Interest 931142ER0 30,000.00 Wal-Mart Stores Callable Note Cont 08/17/2026

1.05% Due 9/17/2026

0.00 157.50 157.50
03/18/2022 Interest 808513BN4 40,000.00 Charles Schwab Corp Callable Note Cont 2/18/2024

0.75% Due 3/18/2024

0.00 150.00 150.00
03/18/2022 Paydown 43813KAC6 90,000.00 Honda Auto Receivables Trust 2020-3 A3

0.37% Due 10/18/2024
4,272.51 27.75 4,300.26
03/21/2022 Paydown 43815GAC3 35,000.00 Honda Auto Receivables Trust 2021-4 A3

0.88% Due 1/21/2026

0.00 25.67 25.67
03/21/2022 Paydown 43813GAC5 30,000.00 Honda Auto Receivables Trust 2021-1 A3

0.27% Due 4/21/2025

0.00 6.75 6.75
03/23/2022 Interest 3137EAEX3 230,000.00 FHLMC Note

0.375% Due 9/23/2025

0.00 431.25 431.25
03/25/2022 Paydown 09690AAC7 35,000.00 BMW Vehicle Lease Trust 2021-2 A3

0.33% Due 12/26/2024

0.00 9.63 9.63
03/31/2022 Interest 912828W71 210,000.00 US Treasury Note

2.125% Due 3/31/2024

0.00 2,231.25 2,231.25
03/31/2022 Interest 91282CBT7 250,000.00 US Treasury Note

0.75% Due 3/31/2026

0.00 937.50 937.50
03/31/2022 Interest 9128284D9 210,000.00 US Treasury Note

2.5% Due 3/31/2023

0.00 2,625.00 2,625.00
MAR 2022 117,401.89 18,403.51 135,805.40
04/15/2022 Paydown 43815NAC8 41,942.46 Honda Auto Receivables Trust 2019-3 A3

1.78% Due 8/15/2023
4,902.83 38.26 4,941.09
04/15/2022 Paydown 47789KAC7 52,202.74 John Deere Owner Trust 2020-A A3

1.1% Due 8/15/2024
1,575.78 43.54 1,619.32
04/15/2022 Paydown 89236XAC0 45,000.00 Toyota Auto Receivables 2020-D A3

0.35% Due 1/15/2025
1,277.93 12.00 1,289.93
Chandler Asset Management - CONFIDENTIAL Page 28 Execution Time: 1/4/2022 4:16:07 PM

3.A.3.a
Packet Pg. 42
Attachment: 2021-22 December Treasurers Report with signature (Treasurer’s Report at December 31, Cash Flow Report
As of December 31, 2021
City of San Jacinto
Account #10167
Payment Date Transaction Type CUSIP Quantity Security Description Principal Amount Income Total Amount 04/15/2022 Paydown 89237VAB5 55,000.00 Toyota Auto Receivables Trust 2020-C A3

0.44% Due 10/15/2024
1,609.65 18.40 1,628.05
04/15/2022 Paydown 477870AC3 17,347.61 John Deere Owner Trust 2019-B A3

2.21% Due 12/15/2023
710.07 28.04 738.11
04/15/2022 Paydown 47787NAC3 25,000.00 John Deere Owner Trust 2020-B A3

0.51% Due 11/15/2024
1,082.70 10.17 1,092.87
04/15/2022 Paydown 47788UAC6 40,000.00 John Deere Owner Trust 2021-A A3

0.36% Due 9/15/2025

0.00 12.00 12.00
04/15/2022 Paydown 47789QAC4 45,000.00 John Deere Owner Trust 2021-B A3

0.52% Due 3/16/2026

0.00 19.50 19.50
04/15/2022 Paydown 58769KAD6 55,000.00 Mercedes-Benz Auto Lease Trust 2021-B A3

0.4% Due 11/15/2024

0.00 18.33 18.33
04/15/2022 Paydown 89238JAC9 35,000.00 Toyota Auto Receivables Trust 2021-D A3

0.71% Due 4/15/2026

0.00 20.71 20.71
04/15/2022 Paydown 89240BAC2 75,000.00 Toyota Auto Receivables Owners 2021-A A3

0.26% Due 5/15/2025

0.00 16.25 16.25
04/15/2022 Paydown 65479JAD5 55,344.90 Nissan Auto Receivables Owner 2019-C A3

1.93% Due 7/15/2024
1,737.46 80.67 1,818.13
04/16/2022 Interest 3137EAEY1 180,000.00 FHLMC Note

0.125% Due 10/16/2023

0.00 112.50 112.50
04/18/2022 Paydown 43813KAC6 90,000.00 Honda Auto Receivables Trust 2020-3 A3

0.37% Due 10/18/2024
4,273.83 26.43 4,300.26
04/20/2022 Interest 4581X0DV7 230,000.00 Inter-American Dev Bank Note

0.875% Due 4/20/2026

0.00 1,006.25 1,006.25
04/21/2022 Paydown 43815GAC3 35,000.00 Honda Auto Receivables Trust 2021-4 A3

0.88% Due 1/21/2026

0.00 25.67 25.67
04/21/2022 Paydown 43813GAC5 30,000.00 Honda Auto Receivables Trust 2021-1 A3

0.27% Due 4/21/2025

0.00 6.75 6.75
04/22/2022 Interest 3135G03U5 310,000.00 FNMA Note

0.625% Due 4/22/2025

0.00 968.75 968.75
04/25/2022 Paydown 09690AAC7 35,000.00 BMW Vehicle Lease Trust 2021-2 A3

0.33% Due 12/26/2024

0.00 9.63 9.63
APR 2022 17,170.25 2,473.85 19,644.10
Chandler Asset Management - CONFIDENTIAL Page 29 Execution Time: 1/4/2022 4:16:07 PM

3.A.3.a
Packet Pg. 43
Attachment: 2021-22 December Treasurers Report with signature (Treasurer’s Report at December 31, Cash Flow Report
As of December 31, 2021
City of San Jacinto
Account #10167
Payment Date Transaction Type CUSIP Quantity Security Description Principal Amount Income Total Amount 05/03/2022 Interest 037833AK6 200,000.00 Apple Inc Note

2.4% Due 5/3/2023

0.00 2,400.00 2,400.00
05/07/2022 Interest 3135G06G3 250,000.00 FNMA Note

0.5% Due 11/7/2025

0.00 625.00 625.00
05/12/2022 Interest 023135BW5 90,000.00 Amazon.com Inc Note

0.45% Due 5/12/2024

0.00 202.50 202.50
05/13/2022 Interest 46625HJX9 145,000.00 JP Morgan Chase Note

3.625% Due 5/13/2024

0.00 2,628.13 2,628.13
05/15/2022 Interest 91324PEC2 30,000.00 United Health Group Inc Callable Note Cont 4/15/2026

1.15% Due 5/15/2026

0.00 172.50 172.50
05/15/2022 Paydown 477870AC3 17,347.61 John Deere Owner Trust 2019-B A3

2.21% Due 12/15/2023
711.55 26.73 738.28
05/15/2022 Paydown 47787NAC3 25,000.00 John Deere Owner Trust 2020-B A3

0.51% Due 11/15/2024
1,083.13 9.70 1,092.83
05/15/2022 Paydown 47789QAC4 45,000.00 John Deere Owner Trust 2021-B A3

0.52% Due 3/16/2026

0.00 19.50 19.50
05/15/2022 Paydown 58769KAD6 55,000.00 Mercedes-Benz Auto Lease Trust 2021-B A3

0.4% Due 11/15/2024

0.00 18.33 18.33
05/15/2022 Paydown 89237VAB5 55,000.00 Toyota Auto Receivables Trust 2020-C A3

0.44% Due 10/15/2024
1,610.24 17.81 1,628.05
05/15/2022 Paydown 89240BAC2 75,000.00 Toyota Auto Receivables Owners 2021-A A3

0.26% Due 5/15/2025

0.00 16.25 16.25
05/15/2022 Paydown 47789KAC7 52,202.74 John Deere Owner Trust 2020-A A3

1.1% Due 8/15/2024
1,580.11 42.10 1,622.21
05/15/2022 Paydown 89236XAC0 45,000.00 Toyota Auto Receivables 2020-D A3

0.35% Due 1/15/2025
1,274.27 11.63 1,285.90
05/15/2022 Paydown 47788UAC6 40,000.00 John Deere Owner Trust 2021-A A3

0.36% Due 9/15/2025

0.00 12.00 12.00
05/15/2022 Paydown 89238JAC9 35,000.00 Toyota Auto Receivables Trust 2021-D A3

0.71% Due 4/15/2026

0.00 20.71 20.71
05/15/2022 Paydown 43815NAC8 41,942.46 Honda Auto Receivables Trust 2019-3 A3

1.78% Due 8/15/2023
4,662.21 30.99 4,693.20
Chandler Asset Management - CONFIDENTIAL Page 30 Execution Time: 1/4/2022 4:16:07 PM

3.A.3.a
Packet Pg. 44
Attachment: 2021-22 December Treasurers Report with signature (Treasurer’s Report at December 31, Cash Flow Report
As of December 31, 2021
City of San Jacinto
Account #10167
Payment Date Transaction Type CUSIP Quantity Security Description Principal Amount Income Total Amount 05/15/2022 Paydown 65479JAD5 55,344.90 Nissan Auto Receivables Owner 2019-C A3

1.93% Due 7/15/2024
1,741.37 77.87 1,819.24
05/18/2022 Paydown 43813KAC6 90,000.00 Honda Auto Receivables Trust 2020-3 A3

0.37% Due 10/18/2024
4,275.15 25.11 4,300.26
05/21/2022 Paydown 43813GAC5 30,000.00 Honda Auto Receivables Trust 2021-1 A3

0.27% Due 4/21/2025

0.00 6.75 6.75
05/21/2022 Paydown 43815GAC3 35,000.00 Honda Auto Receivables Trust 2021-4 A3

0.88% Due 1/21/2026

0.00 25.67 25.67
05/25/2022 Paydown 09690AAC7 35,000.00 BMW Vehicle Lease Trust 2021-2 A3

0.33% Due 12/26/2024

0.00 9.63 9.63
05/31/2022 Interest 912828YV6 230,000.00 US Treasury Note

1.5% Due 11/30/2024

0.00 1,725.00 1,725.00
05/31/2022 Interest 912828ZT0 230,000.00 US Treasury Note

0.25% Due 5/31/2025

0.00 287.50 287.50
05/31/2022 Interest 912828M80 200,000.00 US Treasury Note 2% Due 11/30/2022

0.00 2,000.00 2,000.00
05/31/2022 Interest 91282CAZ4 240,000.00 US Treasury Note

0.375% Due 11/30/2025

0.00 450.00 450.00
MAY 2022 16,938.03 10,861.41 27,799.44
06/08/2022 Interest 3130A0F70 220,000.00 FHLB Note

3.375% Due 12/8/2023

0.00 3,712.50 3,712.50
06/09/2022 Interest 3130A3KM5 100,000.00 FHLB Note

2.5% Due 12/9/2022

0.00 1,250.00 1,250.00
06/10/2022 Interest 78015K7H1 200,000.00 Royal Bank of Canada Note

1.15% Due 6/10/2025

0.00 1,150.00 1,150.00
06/13/2022 Interest 3130A3GE8 250,000.00 FHLB Note

2.75% Due 12/13/2024

0.00 3,437.50 3,437.50
06/13/2022 Interest 3130AJKW8 225,000.00 FHLB Note

0.5% Due 6/13/2025

0.00 562.50 562.50
06/14/2022 Interest 3130A1XJ2 210,000.00 FHLB Note

2.875% Due 6/14/2024

0.00 3,018.76 3,018.76
06/15/2022 Interest 91282CDN8 185,000.00 US Treasury Note 1% Due 12/15/2024

0.00 925.00 925.00
Chandler Asset Management - CONFIDENTIAL Page 31 Execution Time: 1/4/2022 4:16:07 PM

3.A.3.a
Packet Pg. 45
Attachment: 2021-22 December Treasurers Report with signature (Treasurer’s Report at December 31, Cash Flow Report
As of December 31, 2021
City of San Jacinto
Account #10167
Payment Date Transaction Type CUSIP Quantity Security Description Principal Amount Income Total Amount 06/15/2022 Paydown 477870AC3 17,347.61 John Deere Owner Trust 2019-B A3

2.21% Due 12/15/2023
713.03 25.42 738.45
06/15/2022 Paydown 47789KAC7 52,202.74 John Deere Owner Trust 2020-A A3

1.1% Due 8/15/2024
1,584.46 40.65 1,625.11
06/15/2022 Paydown 89236XAC0 45,000.00 Toyota Auto Receivables 2020-D A3

0.35% Due 1/15/2025
1,270.57 11.26 1,281.83
06/15/2022 Paydown 89237VAB5 55,000.00 Toyota Auto Receivables Trust 2020-C A3

0.44% Due 10/15/2024
1,610.83 17.22 1,628.05
06/15/2022 Paydown 58769KAD6 55,000.00 Mercedes-Benz Auto Lease Trust 2021-B A3

0.4% Due 11/15/2024

0.00 18.33 18.33
06/15/2022 Paydown 47787NAC3 25,000.00 John Deere Owner Trust 2020-B A3

0.51% Due 11/15/2024
1,083.56 9.24 1,092.80
06/15/2022 Paydown 47788UAC6 40,000.00 John Deere Owner Trust 2021-A A3

0.36% Due 9/15/2025

0.00 12.00 12.00
06/15/2022 Paydown 47789QAC4 45,000.00 John Deere Owner Trust 2021-B A3

0.52% Due 3/16/2026

0.00 19.50 19.50
06/15/2022 Paydown 65479JAD5 55,344.90 Nissan Auto Receivables Owner 2019-C A3

1.93% Due 7/15/2024
1,745.29 75.07 1,820.36
06/15/2022 Paydown 89238JAC9 35,000.00 Toyota Auto Receivables Trust 2021-D A3

0.71% Due 4/15/2026

0.00 20.71 20.71
06/15/2022 Paydown 89240BAC2 75,000.00 Toyota Auto Receivables Owners 2021-A A3

0.26% Due 5/15/2025
3,397.47 16.25 3,413.72
06/15/2022 Paydown 43815NAC8 41,942.46 Honda Auto Receivables Trust 2019-3 A3

1.78% Due 8/15/2023
4,421.01 24.08 4,445.09
06/18/2022 Interest 89236TJK2 120,000.00 Toyota Motor Credit Corp Note

1.125% Due 6/18/2026

0.00 675.00 675.00
06/18/2022 Paydown 43813KAC6 90,000.00 Honda Auto Receivables Trust 2020-3 A3

0.37% Due 10/18/2024
4,276.46 23.80 4,300.26
06/19/2022 Interest 3137EAEN5 200,000.00 FHLMC Note

2.75% Due 6/19/2023

0.00 2,750.00 2,750.00
06/21/2022 Paydown 43815GAC3 35,000.00 Honda Auto Receivables Trust 2021-4 A3

0.88% Due 1/21/2026

0.00 25.67 25.67
06/21/2022 Paydown 43813GAC5 30,000.00 Honda Auto Receivables Trust 2021-1 A3

0.27% Due 4/21/2025

0.00 6.75 6.75
Chandler Asset Management - CONFIDENTIAL Page 32 Execution Time: 1/4/2022 4:16:07 PM

3.A.3.a
Packet Pg. 46
Attachment: 2021-22 December Treasurers Report with signature (Treasurer’s Report at December 31, Cash Flow Report
As of December 31, 2021
City of San Jacinto
Account #10167
Payment Date Transaction Type CUSIP Quantity Security Description Principal Amount Income Total Amount 06/25/2022 Paydown 09690AAC7 35,000.00 BMW Vehicle Lease Trust 2021-2 A3

0.33% Due 12/26/2024

0.00 9.63 9.63
06/30/2022 Interest 91282CBC4 250,000.00 US Treasury Note

0.375% Due 12/31/2025

0.00 468.75 468.75
JUN 2022 20,102.68 18,305.59 38,408.27
07/07/2022 Interest 3135G0X24 225,000.00 FNMA Note

1.625% Due 1/7/2025

0.00 1,828.13 1,828.13
07/10/2022 Interest 24422EUR8 150,000.00 John Deere Capital Corp Note

3.45% Due 1/10/2024

0.00 2,587.50 2,587.50
07/11/2022 Interest 06051GEU9 130,000.00 Bank of America Corp Note

3.3% Due 1/11/2023

0.00 2,145.00 2,145.00
07/15/2022 Paydown 477870AC3 17,347.61 John Deere Owner Trust 2019-B A3

2.21% Due 12/15/2023
714.52 24.11 738.63
07/15/2022 Paydown 58769KAD6 55,000.00 Mercedes-Benz Auto Lease Trust 2021-B A3

0.4% Due 11/15/2024

0.00 18.33 18.33
07/15/2022 Paydown 47789KAC7 52,202.74 John Deere Owner Trust 2020-A A3

1.1% Due 8/15/2024
1,588.81 39.20 1,628.01
07/15/2022 Paydown 89236XAC0 45,000.00 Toyota Auto Receivables 2020-D A3

0.35% Due 1/15/2025
1,266.82 10.89 1,277.71
07/15/2022 Paydown 43815NAC8 41,942.46 Honda Auto Receivables Trust 2019-3 A3

1.78% Due 8/15/2023
4,179.23 17.52 4,196.75
07/15/2022 Paydown 47787NAC3 25,000.00 John Deere Owner Trust 2020-B A3

0.51% Due 11/15/2024
1,083.98 8.78 1,092.76
07/15/2022 Paydown 47789QAC4 45,000.00 John Deere Owner Trust 2021-B A3

0.52% Due 3/16/2026

0.00 19.50 19.50
07/15/2022 Paydown 65479JAD5 55,344.90 Nissan Auto Receivables Owner 2019-C A3

1.93% Due 7/15/2024
1,749.21 72.27 1,821.48
07/15/2022 Paydown 89237VAB5 55,000.00 Toyota Auto Receivables Trust 2020-C A3

0.44% Due 10/15/2024
1,611.42 16.63 1,628.05
07/15/2022 Paydown 89240BAC2 75,000.00 Toyota Auto Receivables Owners 2021-A A3

0.26% Due 5/15/2025
3,398.58 15.51 3,414.09
07/15/2022 Paydown 47788UAC6 40,000.00 John Deere Owner Trust 2021-A A3

0.36% Due 9/15/2025

0.00 12.00 12.00
Chandler Asset Management - CONFIDENTIAL Page 33 Execution Time: 1/4/2022 4:16:07 PM

3.A.3.a
Packet Pg. 47
Attachment: 2021-22 December Treasurers Report with signature (Treasurer’s Report at December 31, Cash Flow Report
As of December 31, 2021
City of San Jacinto
Account #10167
Payment Date Transaction Type CUSIP Quantity Security Description Principal Amount Income Total Amount 07/15/2022 Paydown 89238JAC9 35,000.00 Toyota Auto Receivables Trust 2021-D A3

0.71% Due 4/15/2026

0.00 20.71 20.71
07/18/2022 Paydown 43813KAC6 90,000.00 Honda Auto Receivables Trust 2020-3 A3

0.37% Due 10/18/2024
4,277.78 22.48 4,300.26
07/19/2022 Interest 3135G0T94 290,000.00 FNMA Note

2.375% Due 1/19/2023

0.00 3,443.75 3,443.75
07/21/2022 Interest 3137EAEU9 145,000.00 FHLMC Note

0.375% Due 7/21/2025

0.00 271.88 271.88
07/21/2022 Paydown 43815GAC3 35,000.00 Honda Auto Receivables Trust 2021-4 A3

0.88% Due 1/21/2026

0.00 25.67 25.67
07/21/2022 Paydown 43813GAC5 30,000.00 Honda Auto Receivables Trust 2021-1 A3

0.27% Due 4/21/2025

0.00 6.75 6.75
07/25/2022 Paydown 09690AAC7 35,000.00 BMW Vehicle Lease Trust 2021-2 A3

0.33% Due 12/26/2024

0.00 9.63 9.63
07/29/2022 Interest 06406RAE7 145,000.00 Bank of NY Mellon Corp Callable Note Cont 12/29/2022

2.95% Due 1/29/2023

0.00 2,138.75 2,138.75
07/31/2022 Interest 912828Y87 220,000.00 US Treasury Note

1.75% Due 7/31/2024

0.00 1,925.00 1,925.00
07/31/2022 Interest 91282CCP4 300,000.00 US Treasury Note

0.625% Due 7/31/2026

0.00 937.50 937.50
07/31/2022 Interest 912828Y61 175,000.00 US Treasury Note

2.75% Due 7/31/2023

0.00 2,406.25 2,406.25
JUL 2022 19,870.35 18,023.74 37,894.09
08/05/2022 Interest 3135G0V34 375,000.00 FNMA Note

2.5% Due 2/5/2024

0.00 4,687.50 4,687.50
08/12/2022 Interest 3137EAEP0 245,000.00 FHLMC Note

1.5% Due 2/12/2025

0.00 1,837.50 1,837.50
08/15/2022 Interest 9128282A7 150,000.00 US Treasury Note

1.5% Due 8/15/2026

0.00 1,125.00 1,125.00
08/15/2022 Paydown 65479JAD5 55,344.90 Nissan Auto Receivables Owner 2019-C A3

1.93% Due 7/15/2024
1,753.15 69.45 1,822.60
08/15/2022 Paydown 477870AC3 17,347.61 John Deere Owner Trust 2019-B A3

2.21% Due 12/15/2023
716.01 22.79 738.80
Chandler Asset Management - CONFIDENTIAL Page 34 Execution Time: 1/4/2022 4:16:07 PM

3.A.3.a
Packet Pg. 48
Attachment: 2021-22 December Treasurers Report with signature (Treasurer’s Report at December 31, Cash Flow Report
As of December 31, 2021
City of San Jacinto
Account #10167
Payment Date Transaction Type CUSIP Quantity Security Description Principal Amount Income Total Amount 08/15/2022 Paydown 43815NAC8 41,942.46 Honda Auto Receivables Trust 2019-3 A3

1.78% Due 8/15/2023
3,936.87 11.32 3,948.19
08/15/2022 Paydown 47789KAC7 52,202.74 John Deere Owner Trust 2020-A A3

1.1% Due 8/15/2024
1,593.19 37.74 1,630.93
08/15/2022 Paydown 89236XAC0 45,000.00 Toyota Auto Receivables 2020-D A3

0.35% Due 1/15/2025
1,263.04 10.52 1,273.56
08/15/2022 Paydown 89237VAB5 55,000.00 Toyota Auto Receivables Trust 2020-C A3

0.44% Due 10/15/2024
1,612.01 16.04 1,628.05
08/15/2022 Paydown 47787NAC3 25,000.00 John Deere Owner Trust 2020-B A3

0.51% Due 11/15/2024
1,084.41 8.32 1,092.73
08/15/2022 Paydown 47788UAC6 40,000.00 John Deere Owner Trust 2021-A A3

0.36% Due 9/15/2025

0.00 12.00 12.00
08/15/2022 Paydown 47789QAC4 45,000.00 John Deere Owner Trust 2021-B A3

0.52% Due 3/16/2026

0.00 19.50 19.50
08/15/2022 Paydown 58769KAD6 55,000.00 Mercedes-Benz Auto Lease Trust 2021-B A3

0.4% Due 11/15/2024

0.00 18.33 18.33
08/15/2022 Paydown 89238JAC9 35,000.00 Toyota Auto Receivables Trust 2021-D A3

0.71% Due 4/15/2026

0.00 20.71 20.71
08/15/2022 Paydown 89240BAC2 75,000.00 Toyota Auto Receivables Owners 2021-A A3

0.26% Due 5/15/2025
3,399.68 14.78 3,414.46
08/18/2022 Paydown 43813KAC6 90,000.00 Honda Auto Receivables Trust 2020-3 A3

0.37% Due 10/18/2024
4,279.10 21.16 4,300.26
08/21/2022 Paydown 43815GAC3 35,000.00 Honda Auto Receivables Trust 2021-4 A3

0.88% Due 1/21/2026

0.00 25.67 25.67
08/21/2022 Paydown 43813GAC5 30,000.00 Honda Auto Receivables Trust 2021-1 A3

0.27% Due 4/21/2025
1,496.56 6.75 1,503.31
08/25/2022 Interest 3135G05X7 230,000.00 FNMA Note

0.375% Due 8/25/2025

0.00 431.25 431.25
08/25/2022 Paydown 09690AAC7 35,000.00 BMW Vehicle Lease Trust 2021-2 A3

0.33% Due 12/26/2024

0.00 9.63 9.63
08/31/2022 Interest 9128282U3 230,000.00 US Treasury Note

1.875% Due 8/31/2024

0.00 2,156.25 2,156.25
08/31/2022 Interest 9128284Z0 155,000.00 US Treasury Note

2.75% Due 8/31/2025

0.00 2,131.25 2,131.25
Chandler Asset Management - CONFIDENTIAL Page 35 Execution Time: 1/4/2022 4:16:07 PM

3.A.3.a
Packet Pg. 49
Attachment: 2021-22 December Treasurers Report with signature (Treasurer’s Report at December 31, Cash Flow Report
As of December 31, 2021
City of San Jacinto
Account #10167
Payment Date Transaction Type CUSIP Quantity Security Description Principal Amount Income Total Amount 08/31/2022 Interest 91282CBQ3 250,000.00 US Treasury Note

0.5% Due 2/28/2026

0.00 625.00 625.00
08/31/2022 Interest 912828ZC7 400,000.00 US Treasury Note

1.125% Due 2/28/2025

0.00 2,250.00 2,250.00
08/31/2022 Maturity 912828L24 150,000.00 US Treasury Note

1.875% Due 8/31/2022
150,000.00 1,406.25 151,406.25
AUG 2022 171,134.02 16,974.71 188,108.73
09/06/2022 Maturity 3135G0W33 200,000.00 FNMA Note

1.375% Due 9/6/2022
200,000.00 1,375.00 201,375.00
09/08/2022 Interest 313383YJ4 200,000.00 FHLB Note

3.375% Due 9/8/2023

0.00 3,375.00 3,375.00
09/10/2022 Interest 89114TZG0 200,000.00 Toronto-Dominion Bank Note

1.25% Due 9/10/2026

0.00 1,250.00 1,250.00
09/13/2022 Interest 3130A2UW4 150,000.00 FHLB Note

2.875% Due 9/13/2024

0.00 2,156.25 2,156.25
09/15/2022 Interest 084670BR8 150,000.00 Berkshire Hathaway Callable Note Cont 1/15/2023

2.75% Due 3/15/2023

0.00 2,062.50 2,062.50
09/15/2022 Paydown 47788UAC6 40,000.00 John Deere Owner Trust 2021-A A3

0.36% Due 9/15/2025

0.00 12.00 12.00
09/15/2022 Paydown 89238JAC9 35,000.00 Toyota Auto Receivables Trust 2021-D A3

0.71% Due 4/15/2026

0.00 20.71 20.71
09/15/2022 Paydown 43815NAC8 41,942.46 Honda Auto Receivables Trust 2019-3 A3

1.78% Due 8/15/2023
3,693.92 5.48 3,699.40
09/15/2022 Paydown 65479JAD5 55,344.90 Nissan Auto Receivables Owner 2019-C A3

1.93% Due 7/15/2024
1,757.10 66.63 1,823.73
09/15/2022 Paydown 47789KAC7 52,202.74 John Deere Owner Trust 2020-A A3

1.1% Due 8/15/2024
1,597.57 36.28 1,633.85
09/15/2022 Paydown 89236XAC0 45,000.00 Toyota Auto Receivables 2020-D A3

0.35% Due 1/15/2025
1,259.23 10.15 1,269.38
09/15/2022 Paydown 477870AC3 17,347.61 John Deere Owner Trust 2019-B A3

2.21% Due 12/15/2023
717.49 21.48 738.97
09/15/2022 Paydown 47787NAC3 25,000.00 John Deere Owner Trust 2020-B A3

0.51% Due 11/15/2024
1,084.83 7.86 1,092.69
Chandler Asset Management - CONFIDENTIAL Page 36 Execution Time: 1/4/2022 4:16:07 PM

3.A.3.a
Packet Pg. 50
Attachment: 2021-22 December Treasurers Report with signature (Treasurer’s Report at December 31, Cash Flow Report
As of December 31, 2021
City of San Jacinto
Account #10167
Payment Date Transaction Type CUSIP Quantity Security Description Principal Amount Income Total Amount 09/15/2022 Paydown 47789QAC4 45,000.00 John Deere Owner Trust 2021-B A3

0.52% Due 3/16/2026

0.00 19.50 19.50
09/15/2022 Paydown 58769KAD6 55,000.00 Mercedes-Benz Auto Lease Trust 2021-B A3

0.4% Due 11/15/2024

0.00 18.33 18.33
09/15/2022 Paydown 89237VAB5 55,000.00 Toyota Auto Receivables Trust 2020-C A3

0.44% Due 10/15/2024
1,612.61 15.44 1,628.05
09/15/2022 Paydown 89240BAC2 75,000.00 Toyota Auto Receivables Owners 2021-A A3

0.26% Due 5/15/2025
3,400.79 14.04 3,414.83
09/17/2022 Interest 931142ER0 30,000.00 Wal-Mart Stores Callable Note Cont 08/17/2026

1.05% Due 9/17/2026

0.00 157.50 157.50
09/18/2022 Interest 808513BN4 40,000.00 Charles Schwab Corp Callable Note Cont 2/18/2024

0.75% Due 3/18/2024

0.00 150.00 150.00
09/18/2022 Paydown 43813KAC6 90,000.00 Honda Auto Receivables Trust 2020-3 A3

0.37% Due 10/18/2024
4,280.42 19.84 4,300.26
09/21/2022 Paydown 43815GAC3 35,000.00 Honda Auto Receivables Trust 2021-4 A3

0.88% Due 1/21/2026

0.00 25.67 25.67
09/21/2022 Paydown 43813GAC5 30,000.00 Honda Auto Receivables Trust 2021-1 A3

0.27% Due 4/21/2025
1,496.92 6.41 1,503.33
09/23/2022 Interest 3137EAEX3 230,000.00 FHLMC Note

0.375% Due 9/23/2025

0.00 431.25 431.25
09/25/2022 Paydown 09690AAC7 35,000.00 BMW Vehicle Lease Trust 2021-2 A3

0.33% Due 12/26/2024

0.00 9.63 9.63
09/30/2022 Interest 9128284D9 210,000.00 US Treasury Note

2.5% Due 3/31/2023

0.00 2,625.00 2,625.00
09/30/2022 Interest 912828W71 210,000.00 US Treasury Note

2.125% Due 3/31/2024

0.00 2,231.25 2,231.25
09/30/2022 Interest 91282CBT7 250,000.00 US Treasury Note

0.75% Due 3/31/2026

0.00 937.50 937.50
SEP 2022 220,900.88 17,060.70 237,961.58
10/15/2022 Paydown 477870AC3 17,347.61 John Deere Owner Trust 2019-B A3

2.21% Due 12/15/2023
719.00 20.15 739.15
10/15/2022 Paydown 47789KAC7 52,202.74 John Deere Owner Trust 2020-A A3

1.1% Due 8/15/2024
1,601.96 34.82 1,636.78
Chandler Asset Management - CONFIDENTIAL Page 37 Execution Time: 1/4/2022 4:16:07 PM

3.A.3.a
Packet Pg. 51
Attachment: 2021-22 December Treasurers Report with signature (Treasurer’s Report at December 31, Cash Flow Report
As of December 31, 2021
City of San Jacinto
Account #10167
Payment Date Transaction Type CUSIP Quantity Security Description Principal Amount Income Total Amount 10/15/2022 Paydown 89236XAC0 45,000.00 Toyota Auto Receivables 2020-D A3

0.35% Due 1/15/2025
1,255.37 9.78 1,265.15
10/15/2022 Paydown 89237VAB5 55,000.00 Toyota Auto Receivables Trust 2020-C A3

0.44% Due 10/15/2024
1,613.20 14.85 1,628.05
10/15/2022 Paydown 58769KAD6 55,000.00 Mercedes-Benz Auto Lease Trust 2021-B A3

0.4% Due 11/15/2024

0.00 18.33 18.33
10/15/2022 Paydown 47787NAC3 25,000.00 John Deere Owner Trust 2020-B A3

0.51% Due 11/15/2024
1,085.25 7.40 1,092.65
10/15/2022 Paydown 47788UAC6 40,000.00 John Deere Owner Trust 2021-A A3

0.36% Due 9/15/2025

0.00 12.00 12.00
10/15/2022 Paydown 47789QAC4 45,000.00 John Deere Owner Trust 2021-B A3

0.52% Due 3/16/2026

0.00 19.50 19.50
10/15/2022 Paydown 65479JAD5 55,344.90 Nissan Auto Receivables Owner 2019-C A3

1.93% Due 7/15/2024
1,761.05 63.81 1,824.86
10/15/2022 Paydown 89238JAC9 35,000.00 Toyota Auto Receivables Trust 2021-D A3

0.71% Due 4/15/2026

0.00 20.71 20.71
10/15/2022 Paydown 89240BAC2 75,000.00 Toyota Auto Receivables Owners 2021-A A3

0.26% Due 5/15/2025
3,401.89 13.30 3,415.19
10/16/2022 Interest 3137EAEY1 180,000.00 FHLMC Note

0.125% Due 10/16/2023

0.00 112.50 112.50
10/18/2022 Paydown 43813KAC6 90,000.00 Honda Auto Receivables Trust 2020-3 A3

0.37% Due 10/18/2024
4,281.74 18.52 4,300.26
10/20/2022 Interest 4581X0DV7 230,000.00 Inter-American Dev Bank Note

0.875% Due 4/20/2026

0.00 1,006.25 1,006.25
10/21/2022 Paydown 43813GAC5 30,000.00 Honda Auto Receivables Trust 2021-1 A3

0.27% Due 4/21/2025
1,497.28 6.08 1,503.36
10/21/2022 Paydown 43815GAC3 35,000.00 Honda Auto Receivables Trust 2021-4 A3

0.88% Due 1/21/2026

0.00 25.67 25.67
10/22/2022 Interest 3135G03U5 310,000.00 FNMA Note

0.625% Due 4/22/2025

0.00 968.75 968.75
10/25/2022 Paydown 09690AAC7 35,000.00 BMW Vehicle Lease Trust 2021-2 A3

0.33% Due 12/26/2024

0.00 9.63 9.63
OCT 2022 17,216.74 2,382.05 19,598.79
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Attachment: 2021-22 December Treasurers Report with signature (Treasurer’s Report at December 31, Cash Flow Report
As of December 31, 2021
City of San Jacinto
Account #10167
Payment Date Transaction Type CUSIP Quantity Security Description Principal Amount Income Total Amount 11/03/2022 Interest 037833AK6 200,000.00 Apple Inc Note

2.4% Due 5/3/2023

0.00 2,400.00 2,400.00
11/07/2022 Interest 3135G06G3 250,000.00 FNMA Note

0.5% Due 11/7/2025

0.00 625.00 625.00
11/12/2022 Interest 023135BW5 90,000.00 Amazon.com Inc Note

0.45% Due 5/12/2024

0.00 202.50 202.50
11/13/2022 Interest 46625HJX9 145,000.00 JP Morgan Chase Note

3.625% Due 5/13/2024

0.00 2,628.13 2,628.13
11/15/2022 Interest 91324PEC2 30,000.00 United Health Group Inc Callable Note Cont 4/15/2026

1.15% Due 5/15/2026

0.00 172.50 172.50
11/15/2022 Paydown 47787NAC3 25,000.00 John Deere Owner Trust 2020-B A3

0.51% Due 11/15/2024
1,085.68 6.94 1,092.62
11/15/2022 Paydown 47789QAC4 45,000.00 John Deere Owner Trust 2021-B A3

0.52% Due 3/16/2026

0.00 19.50 19.50
11/15/2022 Paydown 65479JAD5 55,344.90 Nissan Auto Receivables Owner 2019-C A3

1.93% Due 7/15/2024
1,765.02 60.97 1,825.99
11/15/2022 Paydown 89237VAB5 55,000.00 Toyota Auto Receivables Trust 2020-C A3

0.44% Due 10/15/2024
1,613.79 14.26 1,628.05
11/15/2022 Paydown 89240BAC2 75,000.00 Toyota Auto Receivables Owners 2021-A A3

0.26% Due 5/15/2025
3,402.99 12.57 3,415.56
11/15/2022 Paydown 47788UAC6 40,000.00 John Deere Owner Trust 2021-A A3

0.36% Due 9/15/2025
1,660.45 12.00 1,672.45
11/15/2022 Paydown 89238JAC9 35,000.00 Toyota Auto Receivables Trust 2021-D A3

0.71% Due 4/15/2026

0.00 20.71 20.71
11/15/2022 Paydown 477870AC3 17,347.61 John Deere Owner Trust 2019-B A3

2.21% Due 12/15/2023
720.49 18.83 739.32
11/15/2022 Paydown 58769KAD6 55,000.00 Mercedes-Benz Auto Lease Trust 2021-B A3

0.4% Due 11/15/2024

0.00 18.33 18.33
11/15/2022 Paydown 47789KAC7 52,202.74 John Deere Owner Trust 2020-A A3

1.1% Due 8/15/2024
1,606.36 33.35 1,639.71
11/15/2022 Paydown 89236XAC0 45,000.00 Toyota Auto Receivables 2020-D A3

0.35% Due 1/15/2025
1,251.47 9.41 1,260.88
Chandler Asset Management - CONFIDENTIAL Page 39 Execution Time: 1/4/2022 4:16:07 PM

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Attachment: 2021-22 December Treasurers Report with signature (Treasurer’s Report at December 31, Cash Flow Report
As of December 31, 2021
City of San Jacinto
Account #10167
Payment Date Transaction Type CUSIP Quantity Security Description Principal Amount Income Total Amount 11/18/2022 Paydown 43813KAC6 90,000.00 Honda Auto Receivables Trust 2020-3 A3

0.37% Due 10/18/2024
4,283.06 17.20 4,300.26
11/21/2022 Paydown 43815GAC3 35,000.00 Honda Auto Receivables Trust 2021-4 A3

0.88% Due 1/21/2026

0.00 25.67 25.67
11/21/2022 Paydown 43813GAC5 30,000.00 Honda Auto Receivables Trust 2021-1 A3

0.27% Due 4/21/2025
1,497.64 5.74 1,503.38
11/25/2022 Paydown 09690AAC7 35,000.00 BMW Vehicle Lease Trust 2021-2 A3

0.33% Due 12/26/2024

0.00 9.63 9.63
11/30/2022 Interest 91282CAZ4 240,000.00 US Treasury Note

0.375% Due 11/30/2025

0.00 450.00 450.00
11/30/2022 Interest 912828YV6 230,000.00 US Treasury Note

1.5% Due 11/30/2024

0.00 1,725.00 1,725.00
11/30/2022 Interest 912828ZT0 230,000.00 US Treasury Note

0.25% Due 5/31/2025

0.00 287.50 287.50
11/30/2022 Maturity 912828M80 200,000.00 US Treasury Note 2% Due 11/30/2022
200,000.00 2,000.00 202,000.00
NOV 2022 218,886.95 10,775.74 229,662.69
12/08/2022 Interest 3130A0F70 220,000.00 FHLB Note

3.375% Due 12/8/2023

0.00 3,712.50 3,712.50
12/09/2022 Maturity 3130A3KM5 100,000.00 FHLB Note

2.5% Due 12/9/2022
100,000.00 1,250.00 101,250.00
12/10/2022 Interest 78015K7H1 200,000.00 Royal Bank of Canada Note

1.15% Due 6/10/2025

0.00 1,150.00 1,150.00
12/13/2022 Interest 3130A3GE8 250,000.00 FHLB Note

2.75% Due 12/13/2024

0.00 3,437.50 3,437.50
12/13/2022 Interest 3130AJKW8 225,000.00 FHLB Note

0.5% Due 6/13/2025

0.00 562.50 562.50
12/14/2022 Interest 3130A1XJ2 210,000.00 FHLB Note

2.875% Due 6/14/2024

0.00 3,018.76 3,018.76
12/15/2022 Interest 91282CDN8 185,000.00 US Treasury Note 1% Due 12/15/2024

0.00 925.00 925.00
12/15/2022 Paydown 47787NAC3 25,000.00 John Deere Owner Trust 2020-B A3

0.51% Due 11/15/2024
1,086.10 6.48 1,092.58
Chandler Asset Management - CONFIDENTIAL Page 40 Execution Time: 1/4/2022 4:16:07 PM

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Attachment: 2021-22 December Treasurers Report with signature (Treasurer’s Report at December 31, Cash Flow Report
As of December 31, 2021
City of San Jacinto
Account #10167
Payment Date Transaction Type CUSIP Quantity Security Description Principal Amount Income Total Amount 12/15/2022 Paydown 47788UAC6 40,000.00 John Deere Owner Trust 2021-A A3

0.36% Due 9/15/2025
1,660.99 11.50 1,672.49
12/15/2022 Paydown 47789QAC4 45,000.00 John Deere Owner Trust 2021-B A3

0.52% Due 3/16/2026

0.00 19.50 19.50
12/15/2022 Paydown 58769KAD6 55,000.00 Mercedes-Benz Auto Lease Trust 2021-B A3

0.4% Due 11/15/2024

0.00 18.33 18.33
12/15/2022 Paydown 89238JAC9 35,000.00 Toyota Auto Receivables Trust 2021-D A3

0.71% Due 4/15/2026

0.00 20.71 20.71
12/15/2022 Paydown 89240BAC2 75,000.00 Toyota Auto Receivables Owners 2021-A A3

0.26% Due 5/15/2025
3,404.10 11.83 3,415.93
12/15/2022 Paydown 47789KAC7 52,202.74 John Deere Owner Trust 2020-A A3

1.1% Due 8/15/2024
1,610.78 31.88 1,642.66
12/15/2022 Paydown 65479JAD5 55,344.90 Nissan Auto Receivables Owner 2019-C A3

1.93% Due 7/15/2024
1,768.98 58.14 1,827.12
12/15/2022 Paydown 89236XAC0 45,000.00 Toyota Auto Receivables 2020-D A3

0.35% Due 1/15/2025
1,247.52 9.05 1,256.57
12/15/2022 Paydown 89237VAB5 55,000.00 Toyota Auto Receivables Trust 2020-C A3

0.44% Due 10/15/2024
1,614.38 13.67 1,628.05
12/15/2022 Paydown 477870AC3 17,347.61 John Deere Owner Trust 2019-B A3

2.21% Due 12/15/2023
721.99 17.50 739.49
12/18/2022 Interest 89236TJK2 120,000.00 Toyota Motor Credit Corp Note

1.125% Due 6/18/2026

0.00 675.00 675.00
12/18/2022 Paydown 43813KAC6 90,000.00 Honda Auto Receivables Trust 2020-3 A3

0.37% Due 10/18/2024
4,284.38 15.88 4,300.26
12/19/2022 Interest 3137EAEN5 200,000.00 FHLMC Note

2.75% Due 6/19/2023

0.00 2,750.00 2,750.00
12/21/2022 Paydown 43815GAC3 35,000.00 Honda Auto Receivables Trust 2021-4 A3

0.88% Due 1/21/2026

0.00 25.67 25.67
12/21/2022 Paydown 43813GAC5 30,000.00 Honda Auto Receivables Trust 2021-1 A3

0.27% Due 4/21/2025
1,498.01 5.40 1,503.41
12/25/2022 Paydown 09690AAC7 35,000.00 BMW Vehicle Lease Trust 2021-2 A3

0.33% Due 12/26/2024

0.00 9.63 9.63
Chandler Asset Management - CONFIDENTIAL Page 41 Execution Time: 1/4/2022 4:16:07 PM

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Attachment: 2021-22 December Treasurers Report with signature (Treasurer’s Report at December 31, Cash Flow Report
As of December 31, 2021
City of San Jacinto
Account #10167
Payment Date Transaction Type CUSIP Quantity Security Description Principal Amount Income Total Amount 12/29/2022 Call 06406RAE7 145,000.00 Bank of NY Mellon Corp Callable Note Cont 12/29/2022

2.95% Due 1/29/2023
145,000.00 1,782.29 146,782.29
12/31/2022 Interest 91282CBC4 250,000.00 US Treasury Note

0.375% Due 12/31/2025

0.00 468.75 468.75
DEC 2022 263,897.23 20,007.47 283,904.70
TOTAL 1,238,310.94 172,140.81 1,410,451.75
Chandler Asset Management - CONFIDENTIAL Page 42 Execution Time: 1/4/2022 4:16:07 PM

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Attachment: 2021-22 December Treasurers Report with signature (Treasurer’s Report at December 31, Important Disclosures City of San Jacinto
Account #10167
Chandler Asset Management, Inc. ;͞Chandler͟Ϳis an SEC registered investment adviser. For additional information about our firm, please see our current disclosures (Form ADV). To obtain a copy of our current disclosures, you may contact your client service representative by calling the number on the front of this statement or you may visit our website at www.chandlerasset.com.

Information contained in this monthly statement is confidential and is provided for informational purposes only and should not be construed as specific investment or legal advice. The information contained herein was obtained from sources believed to be reliable as of the date of this statement, but may become outdated or superseded at any time without notice.

Custody: Your qualified custodian bank maintains control of all assets reflected in this statement and we urge you to compare this statement to the one you receive from your qualified custodian. Chandler does not have any authority to withdraw or deposit funds from/to the custodian account.

Valuation: Prices are provided by IDC, an independent pricing source. In the event IDC does not provide a price or if the price provided is not reflective of fair market value, Chandler will obtain pricing from an alternative approved third party pricing source in accordance with our written valuation policy and procedures. Our valuation procedures are also disclosed in Item 5 of our Form ADV Part 2A.

Performance: Performance results are presented gross-of-advisory fees and represent the client͛s Total Return. The deduction of advisory fees lowers performance results. These results include the reinvestment of dividends and other earnings. Past performance may not be indicative of future results. Therefore, clients should not assume that future performance of any specific investment or investment strategy will be profitable or equal to past performance levels. All investment strategies have the potential for profit or loss. Economic factors, market conditions or changes in investment strategies, contributions or withdrawals may materially alter the performance and results of your portfolio.

Source ice Data Indices, LLC ("ICE"), used with permission. ICE PERMITS USE OF THE ICE INDICES AND RELATED DATA ON AN "AS IS" BASIS; ICE, ITS AFFILIATES AND THEIR RESPECTIVE

THIRD PARTY SUPPLIERS DISCLAIM ANY AND ALL WARRANTIES AND REPRESENTATIONS, EXPRESS AND/OR IMPLIED, INCLUDING ANY WARRANTIES OF MERCHANTABILITY OR FITNESS FOR A PARTICULAR PURPOSE OR USE, INCLUDING THE INDICES, INDEX DATA AND ANY DATA INCLUDED IN, RELATED TO, OR DERIVED THEREFROM. NEITHER ICE DATA, ITS AFFILIATES OR

THEIR RESPECTIVE THIRD PARTY PROVIDERS GUARANTEE THE QUALITY, ADEQUACY, ACCURACY, TIMELINESS OR COMPLETENESS OF THE INDICES OR THE INDEX DATA OR ANY COMPONENT THEREOF, AND THE INDICES AND INDEX DATA AND ALL COMPONENTS THEREOF ARE PROVIDED ON AN "AS IS" BASIS AND LICENSEE'S USE IS AT LICENSEE'S OWN RISK. ICE DATA, ITS AFFILIATES AND THEIR RESPECTIVE THIRD PARTY DO NOT SPONSOR, ENDORSE, OR RECOMMEND CHANDLER, OR ANY OF ITS PRODUCTS OR SERVICES.

Index returns assume reinvestment of all distributions. Historical performance results for investment indexes generally do not reflect the deduction of transaction and/or custodial charges or the deduction of an investment management fee, the incurrence of which would have the effect of decreasing historical performance results. It is not possible to invest directly in an index.

Ratings: Ratings information have been provided by Moody͛s, S&P and Fitch through data feeds we believe to be reliable as of the date of this statement, however we cannot guarantee its accuracy.

Security level ratings for U.S. Agency issued mortgage-backed securities ;͞MBS͟Ϳreflect the issuer rating because the securities themselves are not rated. The issuing U.S. Agency guarantees the full and timely payment of both principal and interest and carries a AA+/Aaa/AAA by S&P, Moody͛s and Fitch respectively.

Chandler Asset Management - CONFIDENTIAL Page 43 Execution Time: 1/4/2022 4:16:07 PM

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Attachment: 2021-22 December Treasurers Report with signature (Treasurer’s Report at December 31, Benchmark Index & Disclosures City of San Jacinto California Account #10167
Benchmark Index Disclosure
San Jacinto 1-5 Yr US Tsy & Agy Blended
Index*
The ICE BofA 1-5 Year US Treasury & Agency Index tracks the performance of US dollar denominated US Treasury and nonsubordinated US agency debt issued in the US domestic market. Qualifying securities must have an investment grade rating (based on an average of Moody͛s, S&P and Fitch). Qualifying securities must have at least one year remaining term to final maturity and less than five years remaining term to final maturity, at least 18 months to maturity at time of issuance, a fixed coupon schedule, and a minimum amount outstanding of $1 billion for sovereigns and $250 million for agencies.

The ICE BofA 1-3 Year US Treasury Index tracks the performance of US dollar-denominated sovereign debt publicly issued by the US government in its domestic market. Qualifying securities must have at least one year remaining term to final maturity and less than three years remaining term to final maturity, a fixed coupon schedule, and a minimum amount outstanding of $1 billion. Qualifying securities must have at least 18 months to final maturity at the time of issuance.

San Jacinto 1-5 Yr AAA-A US Corp &
Govt Blend*
Chandler Asset Management - CONFIDENTIAL Page 44 Execution Time: 1/4/2022 4:16:07 PM

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Attachment: 2021-22 December Treasurers Report with signature (Treasurer’s Report at December 31, City of San Jacinto Public Trust Advisors LLC
595 S. San Jacinto Ave. 550 South Hope Street
San Jacinto, CA 92583 Suite 560
Los Angeles, CA 90071
Monthly Investment Report for Period Ended December 31, 2021

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Attachment: 2021-22 December Treasurers Report with signature (Treasurer’s Report at December 31, Investment Management Portfolio Review Page
Investment Portfolio Summary Comparison3
Total Return Performance Summary4
Investment Portfolio Maturity Distribution6
Investment Portfolio Maturity Distribution By Security Type7 Investment Portfolio Rating Distribution8
Investment Portfolio Security Distribution - Market Value9 Investment Portfolio Security Distribution - Historical Cost 10 Investment Portfolio Compliance 11
Additional Disclosure 12
Portfolio Holdings Detail 13
City of San Jacinto Summary

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Attachment: 2021-22 December Treasurers Report with signature (Treasurer’s Report at December 31, City of San Jacinto
December 1, 2021
Beginning Balance
December 31, 2021
Ending Balance Portfolio Characteristic
December 1, 2021
Beginning Balance
December 31, 2021
Ending Balance
Historical Cost $ 11,320,064.07 $ 11,328,210.44 Book Yield Gross 0.82% 0.82% Book Value $ 11,283,615.80 $ 11,290,394.44 Market Yield Gross 0.80% 0.90% Accrued Interest 22,952.39 23,794.10 Weighted Average Coupon 0.98% 0.97% Book Value Plus Accrued $ 11,306,568.19 $ 11,314,188.54 Duration 2.75 Years 2.66 Years Net Unrealized Gain/Loss (39,400.75) (72,061.00) Weighted Effective Maturity 2.79 Years 2.71 Years Market Value Plus Accrued(2) $ 11,267,167.44 $ 11,242,127.54 Weighted Final Maturity 2.81 Years 2.72 Years Net Pending Transactions 0.15 0.19
Market Value Plus Accrued Net(2) $ 11,267,167.59 $ 11,242,127.73 City of San Jacinto
December 2021
Net Income Portfolio Compliance Compliant
Interest Income $ 9,091.44 Security Distribution YES
Net Amortization/Accretion (1,366.88) Maturity Distribution YES Net Realized Gain/Loss(3) 0.00 Rating Distribution YES
Miscellaneous Income -
Net Income $ 7,724.56
City of San Jacinto Summary Comparison for the period December 1, 2021 to December 31, 2021 (1) Payables represent amounts due to settle security transactions that have been executed but have not settled as of period end. The funds used to settle these trades may come from a variety of sources including cash within the portfolio, proceeds from future security transactions including maturities and sales, or other sources including money market funds. For reporting purposes, a payable is created for over-period settlements which are reflected in the detailed holdings.
(2) Market Value Plus Accrued Net represents the market value of the portfolio net payables and recievables from transactions that settle in the following reporting period. (3) MBS paydowns may result in negative realized losses rather than amortization in as a result of accounting method.

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Attachment: 2021-22 December Treasurers Report with signature (Treasurer’s Report at December 31, Trailing Month Trailing 3 Months Trailing 12 Months Year to Date Total Return Performance Periodic Periodic Periodic Periodic City of San Jacinto -0.22% -0.68% -1.03% -0.66%
Trailing 3 Years Trailing 5 Years Since Inception*
Total Return Performance Annualized Annualized Annualized City of San Jacinto 2.35% 1.86% 1.31%
*Total return since inception date: December 1, 2012
Annualized total return performance presented for investment periods longer than one year. Return information obtained from Bloomberg.

City of San Jacinto Total Return December 1, 2021 to December 31, 2021 (0.22%)
(0.68%)
(1.03%)
(0.66%)

2.35%

1.86%

1.31%
(1.50%)
(1.00%)
(0.50%)

0.00%

0.50%

1.00%

1.50%

2.00%

2.50%

3.00%
Trailing Month Trailing 3 Months Trailing 12 Months Year to Date Trailing 3 Years Trailing 5 Years Since Inception* Yield
Total Return Performance
City of San Jacinto

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Attachment: 2021-22 December Treasurers Report with signature (Treasurer’s Report at December 31, Trailing Month Trailing 3 Months Trailing 12 Months Year To Date Total Return Performance Periodic Periodic Periodic Periodic City of San Jacinto -0.22% -0.68% -1.03% -0.66%
BofA ML 1-5 Year U.S. Treasury/Agency -0.28% -0.69% -1.09% -0.68% Since Inception*
Trailing 3 Years Trailing 5 Years February 1, 2020
Total Return Performance Annualized Annualized Annualized City of San Jacinto NA NA 1.31%
BofA ML 1-5 Year U.S. Treasury/Agency NA NA 1.15%
*Original Total return since inception date: December 1, 2012. The BofA ML 1-5 Year U.S. Treasury/Agency benchmark established on February 1, 2020.

Annualized total return performance presented for investment periods longer than one year. Return information obtained from Bloomberg.

City of San Jacinto Total Return December 1, 2021 to December 31, 2021 (0.22%)
(0.68%)
(0.28%)
(0.69%)
(1.25%)
(1.00%)
(0.75%)
(0.50%)
(0.25%)

0.00%

0.25%

0.50%

0.75%

1.00%

1.25%

1.50%
Trailing Month Trailing 3 Months Trailing 12 Months Year To Date Trailing 3 Years Trailing 5 Years February 1, 2020 Yield
Total Return Performance vs. Benchmark
City of San Jacinto BofA ML 1-5 Year U.S. Treasury/Agency

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Attachment: 2021-22 December Treasurers Report with signature (Treasurer’s Report at December 31, Maturity Distribution
December 1, 2021
Beginning Balance
December 31, 2021
Ending Balance Portfolio Allocation Distribution Change 0-3 Months $ 35,791.72 $ 44,807.12 0.40% 0.08%
3-6 Months - - 0.00% 0.00%
6-9 Months 400,060.90 398,434.80 3.54% -0.01%
9-12 Months - - 0.00% 0.00%
1-2 Years 3,160,223.15 3,442,235.31 30.62% 2.57%
2-3 Years 2,647,104.16 2,349,612.70 20.90% -2.59%
3-4 Years 2,617,836.57 2,809,114.00 24.99% 1.75%
4-5 Years 2,406,150.93 2,197,923.61 19.55% -1.80%
5-6 Years - - 0.00% 0.00%
6 Years + - - 0.00% 0.00%
Total Portfolio $ 11,267,167.44 $ 11,242,127.54 100.00% City of San Jacinto Maturity Distribution Market Value Basis December 1, 2021 to December 31, 2021 $-
$500,000
$1,000,000
$1,500,000
$2,000,000
$2,500,000
$3,000,000
$3,500,000
$4,000,000
0-3 M 3-6 M 6-9 M 9-12 M 1-2 Yr 2-3 Yr 3-4 Yr 4-5 Yr 5-6 Yr 6 Yr + Maturity Distribution Comparison
December 1, 2021 December 31, 2021
0-3 M

0.40%
6-9 M

3.54%
1-2 Yr

30.62%
2-3 Yr

20.90%
3-4 Yr

24.99% 4-5 Yr

19.55%
Maturity Distribution

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Attachment: 2021-22 December Treasurers Report with signature (Treasurer’s Report at December 31, Security Distribution 0-3 Months 3-6 Months 6-9 Months 9-12 Months 1-2 Years 2-3 Years 3-4 Years 4-5 Years Total Portfolio Cash $ - $ - $ - $ - $ - $ - $ - $ - $ -
Money Market Funds 44,807 - - - - - - - 44,807
Certificates of Deposit - - - - - - - - -
Commercial Paper - - - - - - - - -
U.S. Treasury Notes - - - - 470,745 1,434,851 1,877,335 2,197,924 5,980,855 U.S. Agency Notes - - - - - - - - -
Federal Inst. (GSE)* - - 322,243 - 2,102,646 217,937 931,779 - 3,574,604 Corporate Notes - - 76,192 - 868,844 696,825 - - 1,641,861 Asset Backed (ABS) - - - - - - - - -
Municipal Bonds - - - - - - - - -
Total $ 44,807 $ - $ 398,435 $ - $ 3,442,235 $ 2,349,613 $ 2,809,114 $ 2,197,924 $ 11,242,128 *Mortgage backed securities shown to effective maturity.

City of San Jacinto Maturity Distribution Market Value Basis as of December 31, 2021 $-
$5,000,000
0-3 Months 3-6 Months 6-9 Months 9-12 Months 1-2 Years 2-3 Years 3-4 Years 4-5 Years Maturity Distribution By Type Municipal Bonds
Asset Backed (ABS)
Corporate Notes
Federal Inst. (GSE)*
U.S. Agency Notes
U.S. Treasury Notes
Commercial Paper
Certificates of Deposit
Money Market Funds
Cash

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Attachment: 2021-22 December Treasurers Report with signature (Treasurer’s Report at December 31, S&P Rating Distribution
December 31, 2021
Ending Balance Portfolio Allocation
Short Term Rating Distribution
A-1+ $ - 0.00%
A-1 - 0.00%
A-2 - 0.00%
Total Short Term Ratings $ - 0.00%
Long Term Rating Distribution
AAA Rating $ 576,392.86 5.13%
AA Rating 10,027,978.34 89.20%
A Rating 637,756.35 5.67%
Below A - 0.00%
Not Rated - 0.00%
Total Long Term Rating $ 11,242,127.54 100.00%
Total Portfolio $ 11,242,127.54 100.00%
Moody's Rating Distribution
December 31, 2021
Ending Balance Portfolio Allocation
Short Term Rating Distribution
P-1 $ - 0.00%
P-2 - 0.00%
Total Short Term Ratings $ - 0.00%
Long Term Rating Distribution
Aaa Rating $ 10,150,303.24 90.29%
Aa Rating 310,373.79 2.76%
A Rating 781,450.51 6.95%
Below A - 0.00%
Not Rated - 0.00%
Total Long Term Rating $ 11,242,127.54 100.00%
Total Portfolio $ 11,242,127.54 100.00%
City of San Jacinto Rating Distribution Market Value Basis as of December 31, 2021 AAA Rating

5.13%
AA Rating

89.20%
A Rating

5.67%
Portfolio Allocation By Standard and Poors' Rating
Aaa Rating

90.29%
Aa Rating

2.76%
A Rating

6.95%
Portfolio Allocation By Moody's Rating

Page 8 ends

3.A.3.a
Packet Pg. 66
Attachment: 2021-22 December Treasurers Report with signature (Treasurer’s Report at December 31, Security Distribution
December 1, 2021
Beginning Balance
Portfolio
Allocation
December 31, 2021
Ending Balance Book Yield
Portfolio
Allocation
Change in
Allocation
Permitted by
Policy* Compliant
Cash $ - 0.00% $ - 0.00% 0.00% 0.00% YES
LGIP - 0.00% - 0.00% 0.00% 0.00% YES
U.S. Treasury Notes 6,001,182.62 53.26% 5,980,855.04 0.73% 53.20% -0.06% NO U.S. Agency Notes - 0.00% - 0.00% 0.00% 0.00% YES
FNMA 723,425.78 6.42% 721,600.21 0.39% 6.42% 0.00% NO
FHLMC 2,085,984.40 18.51% 2,079,808.48 1.33% 18.50% -0.01% NO FFCB 553,468.74 4.91% 551,840.94 0.35% 4.91% 0.00% NO
FHLB 221,454.35 1.97% 221,354.39 0.60% 1.97% 0.00% NO
Fed Instrumentality Subtotal $ 3,584,333.26 31.81% $ 3,574,604.01 0.94% 31.80% -0.02% NO Asset Backed Securities - 0.00% - 0.00% 0.00% 0.00% YES Commercial Paper - 0.00% - 0.00% 0.00% 0.00% YES
Corporate Notes 1,645,859.84 14.61% 1,641,861.37 0.90% 14.60% 0.00% NO Bankers Acceptances - 0.00% - 0.00% 0.00% 0.00% YES
Money Market Funds 35,791.72 0.32% 44,807.12 0.01% 0.40% 0.08% YES Municipal Bonds - 0.00% - 0.00% 0.00% 0.00% YES
Intergovernmental Funds - 0.00% - 0.00% 0.00% 0.00% YES Certificates of Deposit - 0.00% - 0.00% 0.00% 0.00% YES Total Portfolio Market Value $ 11,267,167.44 100.00% $ 11,242,127.54 0.82% 100.00% *Permitted allocation based on aggregate assets as defined within the investment policy.

City of San Jacinto Market Value Basis Security Distribution December 1, 2021 to December 31, 2021 $-
$1,000,000
$2,000,000
$3,000,000
$4,000,000
$5,000,000
$6,000,000
$7,000,000
Cash
LGIP
UST
Agency
FNMA
FHLMC
FFCB
FHLB
ABS
CP
Corp
BA
MMF
Muni
Inter Gov
CD
Asset Balance By Security Type
(in millions)
December 1, 2021 December 31, 2021
UST

53.20%
FNMA

6.42%
FHLMC

18.50%
FFCB

4.91%
FHLB

1.97%
Corp

14.60%
MMF

0.40%
Ending Portfolio Allocation

Page 9 ends

3.A.3.a
Packet Pg. 67
Attachment: 2021-22 December Treasurers Report with signature (Treasurer’s Report at December 31, Security Distribution
December 1, 2021
Beginning Balance
Portfolio
Allocation
December 31, 2021
Ending Balance Book Yield
Portfolio
Allocation
Change in
Allocation
Permitted by
Policy* Compliant
Cash $ - 0.00% $ - 0.00% 0.00% 0.00% YES
U.S. Treasury Notes 6,045,385.57 53.40% 6,045,385.57 0.73% 53.37% -0.04% NO U.S. Agency Notes - 0.00% - 0.00% 0.00% 0.00% YES
FNMA 732,693.00 6.47% 732,693.00 0.39% 6.47% 0.00% NO
FHLMC 2,069,761.18 18.28% 2,068,892.15 1.33% 18.26% -0.02% NO FFCB 553,828.70 4.89% 553,828.70 0.35% 4.89% 0.00% NO
FHLB 223,884.00 1.98% 223,884.00 0.60% 1.98% 0.00% NO
Fed Instrumentality Subtotal $ 3,580,166.88 31.63% $ 3,579,297.85 0.94% 31.60% -0.03% NO Asset Backed Securities - 0.00% - 0.00% 0.00% 0.00% YES Commercial Paper - 0.00% - 0.00% 0.00% 0.00% YES
Corporate Notes 1,658,719.90 14.65% 1,658,719.90 0.90% 14.64% -0.01% NO Bankers Acceptances - 0.00% - 0.00% 0.00% 0.00% YES
Money Market Funds 35,791.72 0.32% 44,807.12 0.01% 0.40% 0.08% YES Municipal Bonds - 0.00% - 0.00% 0.00% 0.00% YES
Intergovernmental Funds - 0.00% - 0.00% 0.00% 0.00% YES Certificates of Deposit - 0.00% - 0.00% 0.00% 0.00% YES Total Portfolio Historical Cost $ 11,320,064.07 100.00% $ 11,328,210.44 0.82% 100.00% *Permitted allocation based on aggregate assets as defined within the investment policy.

City of San Jacinto Historical Cost Basis Security Distribution December 1, 2021 to December 31, 2021 $-
$1,000,000
$2,000,000
$3,000,000
$4,000,000
$5,000,000
$6,000,000
$7,000,000
Cash
UST
Agency
FNMA
FHLMC
FFCB
FHLB
ABS
CP
Corp
BA
MMF
Muni
Inter Gov
CD
Asset Balance By Security Type
(in millions)
December 1, 2021 December 31, 2021
UST

53.37%
FNMA

6.47%
FHLMC

18.26%
FFCB

4.89%
FHLB

1.98%
Corp

14.64%
MMF

0.40%
Ending Portfolio Allocation

Page 10 ends

3.A.3.a
Packet Pg. 68
Attachment: 2021-22 December Treasurers Report with signature (Treasurer’s Report at December 31, Policy
Section Description Compliance Requirement Compliant
Policy
Section Description Compliance Requirement Compliant
IX. 1,2 Municipal Bonds Rated A or better by 1 NRSRO, 5% issuer limitation, 30% total portfolio limit, 5-year maturity limit Compliant IX. 14
Pass-Through
Securities
Issuer debt rated at least A by 2 NRSRO's; Must be rated in the AA category by 2 NRSRO's; 20% total portfolio limit, 5-year maturity limit Compliant IX. 1 U.S. Treasury No limitations Compliant
IX. 2 Federal Agency No limitations Compliant
IX. 3
Bankers
Acceptances
Rated A1 or better and have long term debt rated A or better by 2 NRSRO's; Maturity ≤ to 180 days, 40% total portfolio limit, 5% issuer limit Compliant IX. 4
Federally Insured
Time Deposits
Limited to amounts covered under federal insurance; 20% total portfolio limit in combination with IX.5; 5-year maturity limit Compliant IX. 17.b Money Market Funds Registered with SEC under 1940 Act, have highest ranking by 2 NRSRO's; retained advisor registered (or exempt from registration) with 5-years experience investing in securities authorized by CA 53601 and at least $500 million of assets; 20% total portfolio limit
Compliant
IX. 5 Time Deposits
Fully collateralized per CA law, 20% limit when combined with IX.4; Issuer must have long-term debt rated A or higher and/or short-term debt rated A1 or higher by 2 NRSRO's, 5-year maturity limit
Compliant IX. 18 Supranationals
US dollar denominated senior unsecured unsubordinated obligations issued or unconditionally guaranteed by IBRD, IFC, or IADB; rated AA or higher by 1 NRSRO; 30% total portfolio limit; 10% issuer limit; 5-year maturity limit Compliant
IX. 6 CDARS 30% limit in combination of CD's (including CDARS); 5-year maturity limit Compliant X.A.1 Futures and Options Prohibited Compliant IX. 7 Negotiable CD's
Issuer must have long-term debt rated A or higher and/or short-term debt rated A1 or higher by 2 NRSRO's; Maturity ≤ to 5 years, 30% total portfolio limit, 5% issuer limit
Compliant X.A.2
Inverse Floaters,
Range Notes, and
Mortgage Derived
IO Strips
Prohibited Compliant
IX. 8
Collateralized
Bank Deposits
Collateralized with pleged securities per CA Government Code Section 53651
Compliant X.A.3
Potential Zero
Accrual Securities Prohibited Compliant
X.A.5
Purchasing
Securities on Margin
Prohibited Compliant
X.A.6
Reverse Repos or
other leverage Prohibited Compliant
X.A.7
Foreign Currency
Securities
Prohibited Compliant
X.B.2
Single Issuer
Limitation
5% issuer limitation, except U.S. Government, its agencies & enterprises, Money Market Mutual Funds, Mutual Funds, LAIF, LGIP's, and Supranationals Compliant IX. 11
Local Agency
Investment Fund 70% total portfolio limit, up to the maximum permitted balance Compliant X.C.2 Callable Security
Limitation
20% of total portfolio (excluding Make Whole Call securities) Compliant IX. 12
Local Government
Investment Pools
Riveride County Investment Fund limited to 70% of the portfolio; JPA Pools limited to 50% of the portfolio Compliant X.C.3
Maximum Security
Maturity
Individual security maturities limited to 5-years or less Compliant IX. 13 Corporate Bonds
Corporations organized and operating in the U.S. or depository institutions licensed by the U.S. or any state and operating in the U.S.; Rated in the A category or better by 2 NRSRO's, 5-year maturity limit; 30% total portfolio limit, 5% issuer limit
Compliant X.C.4
Portfolio Duration
Limitation
Average portfolio duration will be managed to be approximatly equal to the Market Benchmark selected by the City (typically +/- 20 of benchmark duration)
Compliant
City of San Jacinto Portfolio Compliance December 1, 2021 to December 31, 2021 IX. 17.e Mutual Funds
Invests in securities authorized by specified provisions in CA Government Code Section 53601; have highest ranking by 2 NRSRO's; retained advisor registered (or exempt from registration) with 5-years experience investing in securities authorized by CA 53601 and at least $500 million of assets; 10% per fund limit; 20% limit when combined with IX.17.b
Compliant
IX. 9
Repurchase
Agreements
Collateralized at 102% in accordance with policy; 1-year maturity limit, no % portfolio limit, collateral held by custodian bank; subject to master repurchase agreement substantially in SIFMA's form
Compliant
IX. 10 Commercial Paper
Issuer is organized and operating in the U.S. with assets of at least $500 million; Issuer short-term ratings of A1 or higher and long-term ratings of A or higher by 2 NRSRO's; Maturity ≤ 270 days; 25% total portfolio limit; 5% issuer limit
Compliant

Page 11 ends

3.A.3.a
Packet Pg. 69
Attachment: 2021-22 December Treasurers Report with signature (Treasurer’s Report at December 31, Additional Disclosure
This information is for the sole purposes of the client and is not intended to provide specific advice or recommendations. Please review the contents of this information carefully. Should you have any questions regarding the information presented, calculation methodology, investment portfolio, security detail, or any other facet of this information, please feel free to contact us.

Public Trust Advisors, LLC (Public Trust) statements and reports are intended to detail our investment advisory activity as well as the activity of certain client accounts managed by Public Trust. The custodian bank maintains the control of assets and executes and settles all investment transactions. The custodian statement is the official record of security and cash holdings transactions. Public Trust recognizes that clients may use these reports to facilitate record keeping; therefore, it is recommended that the client reconcile this information with their custodian bank statement. Many custodians use a settlement date basis that may result in the need to reconcile due to a timing difference. The underlying market value, amortized cost, and accrued interest may differ between the custodian and this statement or report. This can be attributed to differences in calculation methodologies and pricing sources used.

Public Trust does not have the authority to withdraw funds from or deposit funds to the custodian. Our clients retain responsibility for their internal accounting policies, implementing and enforcing internal controls, and generating ledger entries or otherwise recording transactions. The total market value represents prices obtained from various sources; it may be impacted by the frequency at which prices are reported, and such prices are not guaranteed. Prices received from pricing vendors are generally based on current market quotes but when such quotes are not available, the pricing vendors use a variety of techniques to estimate value. These estimates, particularly for fixed-income securities, may be based on certain minimum principal amounts (e.g. $1 million) and may not reflect all the factors that affect the value of the security including liquidity risk. The prices provided are not firm bids or offers. Certain securities may reflect N/A or unavailable where the price for such security is generally not available from a pricing source. The market value of a security, including those priced at par value, may differ from its purchase price and may not closely reflect the value at which the security may be sold or purchased based on various market factors. The securities in this investment portfolio, including shares of mutual funds, are not guaranteed or otherwise protected by Public Trust, the FDIC (except for certain non-negotiable certificates of deposit), or any government agency unless specifically stated otherwise.

Clients may be permitted to establish one or more unmanaged accounts for the purposes of client reporting. Clients may also be permitted to provide externally managed assets for the purposes of client reporting. Public Trust defines unmanaged accounts or assets as one where the investment direction remains the sole responsibility of the client rather than the Investment Manager.

Unmanaged accounts or external assets do not receive ongoing supervision and monitoring services. The Investment Manager does not make any investment recommendations and may not charge a fee for reporting on these accounts or assets. The primary purpose for this service is to include unmanaged accounts or assets owned by the client in the performance reports provided by the Investment Manager. The Investment Manager assumes no liability for the underlying performance of any unmanaged accounts or assets, and it is the client’s sole responsibility for the accuracy or correctness of any such performance.

Beginning and ending balances are based on market value plus accrued interest on a trade date basis. Statements and reports made available to the end user either from Public Trust or through the online reporting platform may present information and portfolio analytics using various optional methods including, but not limited to, historical cost, amortized cost, and market value. All information is assumed to be correct, but the accuracy has not been confirmed and therefore is not guaranteed to be correct. Information is obtained from third party sources that may or may not be verified. The data in this report is unaudited and is only applicable for the date denoted on the report. Market values may change day-to-day based on numerous circumstances such as trading volume, news released about the underlying issuer, issuer performance, etc. Underlying market values may be priced via numerous aspects as certain securities are short term in nature and not readily traded. Performance results are shown net of all fees and expenses and reflect the reinvestment of dividends and other earnings.

Many factors affect performance including changes in market conditions and interest rates and in response to other economic, political, or financial developments. Investment involves risk including the possible loss of principal. No assurance can be given that the performance objectives of a given strategy will be achieved. Past performance is no guarantee of future results. Any financial and/or investment decision may incur losses.

The investment advisor providing these services is Public Trust Advisors, LLC, an investment adviser registered with the U.S. Securities and Exchange Commission (SEC) under the Investment Advisers Act of 1940, as amended. Registration with the SEC does not imply a certain level of skill or training. Public Trust is required to maintain a written disclosure brochure of our background and business experience. If you would like to receive a copy of our current disclosure brochure, Privacy Policy, or Code of Ethics, or have any questions regarding your account please contact us.

Public Trust Advisors
717 17th Street, Suite 1850
Denver, CO 80202

Page 12 ends

3.A.3.a
Packet Pg. 70
Attachment: 2021-22 December Treasurers Report with signature (Treasurer’s Report at December 31, Portfolio Holdings
Portfolio Income
Portfolio Transactions
Issuer Concentration
Security Concentration
Portfolio Activity Summary
City of San Jacinto Detail

Page 13 ends

3.A.3.a
Packet Pg. 71
Attachment: 2021-22 December Treasurers Report with signature (Treasurer’s Report at December 31, Month End Report Trade Date copy
San Jacinto, City of (66779)Month End (M6 Y2022)12/01/2021 - 12/31/2021Dated: 01/07/2022Locked Down

3.A.3.a
Packet Pg. 72
Attachment: 2021-22 December Treasurers Report with signature (Treasurer’s Report at December 31, Holdings Report Trade Date (San Jacinto, City of (66779)) 1 Income Detail Report Trade Date (San Jacinto, City of (66779)) 5 Transactions Realized Gain Loss Report (San Jacinto, City of (66779)) 7 Issuer Concentration with Yield GASB 40 Trade Date (San Jacinto, City of(66779)) 8 Security Type GASB 40 Trade Date (San Jacinto, City of (66779)) 13Portfolio Activity Summary (San Jacinto, City of (66779)) 18 Table of Contents
Dated: 01/07/2022

3.A.3.a
Packet Pg. 73
Attachment: 2021-22 December Treasurers Report with signature (Treasurer’s Report at December 31, Description,
Identifier,
Security Type,
Coupon
Effective Maturity,Final Maturity,Callable,Next Call Date Original Cost,
Current Units,
Market Price
Trade Date,Settle Date
MoodysRating,S&P Rating,Fitch Rating
Book Value,
Book Value + Accrued
Accrued Balance,
Net Unrealized Gain/Loss
Market Value,
Market Value + Accrued

FEDERAL HOME LOAN MORTGAGE CORP
3137EAEP0

AGCY BOND

1.500
02/12/202502/12/2025N--- 299,769.00 300,000.00 101.4642 02/13/2020 02/14/2020 Aaa AA+ AAA 299,853.89 301,591.39 1,737.50 4,538.60 304,392.49 306,129.99

FEDERAL HOME LOAN BANKS
3130AJHU6

AGCY BOND

0.500
04/14/202504/14/2025N--- 223,884.00 225,000.00 98.2728 04/15/2020 04/16/2020 Aaa AA+ AAA 224,262.70 224,503.33 240.63 -3,148.93 221,113.77 221,354.39

FEDERAL HOME LOAN MORTGAGE CORP
3137EAEQ8

AGCY BOND

0.375
04/20/202304/20/2023N--- 334,162.50 335,000.00 99.7765 04/17/2020 04/20/2020 Aaa AA+ AAA 334,635.86 334,883.62 247.76 -384.44 334,251.42 334,499.18

FEDERAL HOME LOAN MORTGAGE CORP
3137EAER6

AGCY BOND

0.375
05/05/202305/05/2023N--- 334,859.30 335,000.00 99.7838 05/05/2020 05/07/2020 Aaa AA+ AAA 334,937.05 335,132.47 195.42 -661.44 334,275.61 334,471.03

FEDERAL FARM CREDIT BANKS FUNDING CORP
3133ELG81

AGCY BOND

0.300
06/08/202306/08/2023N--- 333,907.90 335,000.00 99.6538 06/05/2020 06/09/2020 Aaa AA+ AAA 334,475.82 334,540.03 64.21 -635.67 333,840.15 333,904.35

FEDERAL HOME LOAN MORTGAGE CORP
3137EAEV7

AGCY BOND

0.250
08/24/202308/24/2023N--- 234,760.30 235,000.00 99.3604 08/19/2020 08/21/2020 Aaa AA+ AAA 234,868.54 235,075.80 207.26 -1,371.69 233,496.85 233,704.11

FEDERAL NATIONAL MORTGAGE ASSOCIATION
3135G05X7

AGCY BOND

0.375
08/25/202508/25/2025N--- 413,057.80 415,000.00 97.2891 08/25/2020 08/27/2020 Aaa AA+ AAA 413,576.40 414,121.08 544.69 -9,826.48 403,749.91 404,294.60

FEDERAL NATIONAL MORTGAGE ASSOCIATION
3135G06H1

AGCY BOND

0.250
11/27/202311/27/2023N--- 319,635.20 320,000.00 99.1344 11/23/2020 11/25/2020 Aaa AA+ AAA 319,768.63 319,844.18 75.56 -2,538.58 317,230.05 317,305.60

FEDERAL FARM CREDIT BANKS FUNDING CORP
3133EMRZ7

AGCY BOND

0.250
02/26/202402/26/2024N--- 219,920.80 220,000.00 98.9753 02/22/2021 02/26/2021 Aaa AA+ AAA 219,943.12 220,134.09 190.97 -2,197.51 217,745.61 217,936.58

APPLE INC
037833DE7
CORP

2.400
12/13/202201/13/2023Y12/13/2022
304,260.00300,000.00
101.9168
12/10/201912/12/2019
AaaAA+NA
301,375.31304,735.31
3,360.004,375.17
305,750.48309,110.48

MICROSOFT CORP
594918AT1
CORP

2.375
02/01/202305/01/2023Y02/01/2023
246,484.45235,000.00
102.1261
04/28/202004/30/2020
AaaAAAAAA
239,533.83240,464.04
930.21462.55
239,996.38240,926.59

WALMART INC
931142EK5
CORP

3.400
05/26/202306/26/2023Y05/26/2023
243,666.00225,000.00
104.0336
04/29/202005/01/2020
Aa2AAAA
233,562.97233,669.22
106.25512.59
234,075.56234,181.81

PEPSICO INC
713448FB9
CORP

0.400
10/07/202310/07/2023N--- 84,951.55 85,000.00 99.4660 10/06/2020 10/07/2020 A1A+NA 84,971.44 85,050.78 79.33 -425.37 84,546.07 84,625.40 AMAZON.COM INC
023135BW5
CORP

0.450
05/12/202405/12/2024N--- 144,788.30 145,000.00 99.0382 05/11/2021 05/12/2021 A1AAAA- 144,833.07 144,921.89 88.81 -1,227.72 143,605.35 143,694.16

PACCAR FINANCIAL CORP
69371RR40
CORP

0.500
08/09/202408/09/2024N--- 99,946.00 100,000.00 98.2867 08/03/2021 08/09/2021 A1A+NA 99,953.05 100,150.27 197.22 -1,666.32 98,286.73 98,483.95

EXXON MOBIL CORP
30231GBB7
CORP

1.902
08/16/202208/16/2022N--- 75,000.00 75,000.00 100.8761 08/13/2019 08/16/2019 Aa2 AA- NA 75,000.00 75,534.94 534.94 657.05 75,657.05 76,191.99 Holdings Report Trade Date San Jacinto, City of (66779)As of 12/31/2021 Return to Table of Contents Dated: 01/07/2022 1 3.A.3.a
Packet Pg. 74
Attachment: 2021-22 December Treasurers Report with signature (Treasurer’s Report at December 31, Description,
Identifier,
Security Type,
Coupon
Effective Maturity,Final Maturity,Callable,Next Call Date Original Cost,
Current Units,
Market Price
Trade Date,Settle Date
MoodysRating,S&P Rating,Fitch Rating
Book Value,
Book Value + Accrued
Accrued Balance,
Net Unrealized Gain/Loss
Market Value,
Market Value + Accrued

CATERPILLAR FINANCIAL SERVICES CORP
14913R2P1
CORP

0.600
09/13/202409/13/2024N--- 179,755.20 180,000.00 98.6561 09/08/2021 09/14/2021 A2AA 179,779.59 180,100.59 321.00 -2,198.55 177,581.04 177,902.04

TOYOTA MOTOR CREDIT CORP
89236TJN6
CORP

0.625
09/13/202409/13/2024N--- 279,868.40 280,000.00 98.6500 09/08/2021 09/13/2021 A1A+A+ 279,881.62 280,406.62 525.00 -3,661.68 276,219.95 276,744.95 FHMS K-033 A2
3137B4WB8
FHLMC

3.060
06/08/202307/25/2023Y--- 258,544.92 250,000.00 102.9859 12/12/2019 12/17/2019 Aaa AA+ AAA 253,313.04 253,950.54 637.50 4,151.68 257,464.73 258,102.23 FHMS K-725 A2
US3137BWWD24
FHLMC

3.002
12/17/202301/25/2024Y--- 289,012.50 280,000.00 103.5567 12/12/2019 12/17/2019 Aaa AAA AAA 284,235.15 284,935.61 700.47 5,723.53 289,958.68 290,659.14 FHMS K-024 A2
3137AXHP1

FHLMC CMO

2.573
08/17/202209/25/2022Y--- 317,783.63 318,094.27 101.0898 05/02/2019 05/07/2019 Aaa AA+ AAA 317,596.38 318,278.42 682.05 3,964.39 321,560.76 322,242.81 FIRST AMER:GVT OBLG Y
31846V203
MMFUND

0.010
12/31/202112/31/2021N--- 44,807.12 44,807.12 1.0000 --- --- Aaa AAAm AAA 44,807.12 44,807.12 0.00 0.00 44,807.12 44,807.12

UNITED STATES TREASURY
912828YE4
US GOV

1.250
08/31/202408/31/2024N--- 294,257.81 300,000.00 100.9414 12/06/2019 12/10/2019 Aaa AA+ AAA 296,711.58 297,985.75 1,274.17 6,112.62 302,824.20 304,098.37

UNITED STATES TREASURY
912828V80
US GOV

2.250
01/31/202401/31/2024N--- 188,837.30 185,000.00 103.0859 12/12/2019 12/17/2019 Aaa AA+ AAA 186,972.18 188,714.09 1,741.92 3,736.74 190,708.92 192,450.83

UNITED STATES TREASURY
912828YE4
US GOV

1.250
08/31/202408/31/2024N--- 376,012.50 370,000.00 100.9414 03/02/2020 03/04/2020 Aaa AA+ AAA 373,591.28 375,162.75 1,571.48 -108.10 373,483.18 375,054.66

UNITED STATES TREASURY
912828YY0
US GOV

1.750
12/31/202412/31/2024N--- 88,453.13 85,000.00 102.3086 03/02/2020 03/04/2020 Aaa AA+ AAA 87,162.97 87,167.08 4.11 -200.66 86,962.31 86,966.42

UNITED STATES TREASURY
912828T91
US GOV

1.625
10/31/202310/31/2023N--- 114,808.20 110,000.00 101.6914 06/05/2020 06/09/2020 Aaa AA+ AAA 112,599.35 112,905.50 306.15 -738.81 111,860.54 112,166.69

UNITED STATES TREASURY
912828T26
US GOV

1.375
09/30/202309/30/2023N--- 263,835.35 255,000.00 101.2188 06/05/2020 06/09/2020 Aaa AA+ AAA 259,669.97 260,565.79 895.83 -1,562.03 258,107.94 259,003.77

UNITED STATES TREASURY
912828ZC7
US GOV

1.125
02/28/202502/28/2025N--- 226,943.75 220,000.00 100.3828 06/05/2020 06/09/2020 Aaa AA+ AAA 224,659.99 225,500.95 840.95 -3,817.83 220,842.16 221,683.11

UNITED STATES TREASURY
912828Z52
US GOV

1.375
01/31/202501/31/2025N--- 130,966.80 125,000.00 101.1680 10/13/2020 10/14/2020 Aaa AA+ AAA 129,286.50 130,005.76 719.26 -2,826.50 126,460.00 127,179.26

UNITED STATES TREASURY
912828ZW3
US GOV

0.250
06/30/202506/30/2025N--- 253,894.34 255,000.00 97.1875 11/02/2020 11/04/2020 Aaa AA+ AAA 254,167.71 254,169.47 1.76 -6,339.58 247,828.13 247,829.89

UNITED STATES TREASURY
912828ZT0
US GOV

0.250
05/31/202505/31/2025N--- 233,971.88 235,000.00 97.3047 12/03/2020 12/04/2020 Aaa AA+ AAA 234,217.08 234,268.73 51.65 -5,551.04 228,666.05 228,717.69 Holdings Report Trade Date San Jacinto, City of (66779)As of 12/31/2021 Return to Table of Contents Dated: 01/07/2022 2 3.A.3.a
Packet Pg. 75
Attachment: 2021-22 December Treasurers Report with signature (Treasurer’s Report at December 31, Description,
Identifier,
Security Type,
Coupon
Effective Maturity,Final Maturity,Callable,Next Call Date Original Cost,
Current Units,
Market Price
Trade Date,Settle Date
MoodysRating,S&P Rating,Fitch Rating
Book Value,
Book Value + Accrued
Accrued Balance,
Net Unrealized Gain/Loss
Market Value,
Market Value + Accrued

UNITED STATES TREASURY
912828ZT0
US GOV

0.250
05/31/202505/31/2025N--- 189,094.53 190,000.00 97.3047 01/06/2021 01/08/2021 Aaa AA+ AAA 189,295.49 189,337.25 41.76 -4,416.56 184,878.93 184,920.69

UNITED STATES TREASURY
91282CAT8
US GOV

0.250
10/31/202510/31/2025N--- 188,567.58 190,000.00 96.6914 01/06/2021 01/08/2021 Aaa AA+ AAA 188,857.46 188,938.81 81.35 -5,143.80 183,713.66 183,795.01

UNITED STATES TREASURY
91282CAZ4
US GOV

0.375
11/30/202511/30/2025N--- 204,375.39 205,000.00 97.0234 02/04/2021 02/05/2021 Aaa AA+ AAA 204,491.70 204,559.28 67.58 -5,593.73 198,897.97 198,965.55

UNITED STATES TREASURY
912828ZL7
US GOV

0.375
04/30/202504/30/2025N--- 154,461.13 155,000.00 97.8125 02/24/2021 02/26/2021 Aaa AA+ AAA 154,569.50 154,669.06 99.55 -2,960.13 151,609.38 151,708.93

UNITED STATES TREASURY
91282CBC4
US GOV

0.375
12/31/202512/31/2025N--- 153,395.51 155,000.00 96.9727 02/24/2021 02/26/2021 Aaa AA+ AAA 153,672.36 153,673.97 1.61 -3,364.68 150,307.68 150,309.29

UNITED STATES TREASURY
91282CBH3
US GOV

0.375
01/31/202601/31/2026N--- 122,236.33 125,000.00 96.7891 03/29/2021 03/31/2021 Aaa AA+ AAA 122,660.79 122,856.95 196.16 -1,674.41 120,986.38 121,182.54

UNITED STATES TREASURY
91282CBU4
US GOV

0.125
03/31/202303/31/2023N--- 99,968.75 100,000.00 99.5430 03/29/2021 03/31/2021 Aaa AA+ AAA 99,980.54 100,012.48 31.94 -437.55 99,543.00 99,574.94

UNITED STATES TREASURY
91282CBT7
US GOV

0.750
03/31/202603/31/2026N--- 299,566.41 300,000.00 98.1523 05/06/2021 05/10/2021 Aaa AA+ AAA 299,623.10 300,197.97 574.86 -5,166.20 294,456.90 295,031.76

UNITED STATES TREASURY
91282CCC3
US GOV

0.250
05/15/202405/15/2024N--- 219,510.16 220,000.00 98.6562 06/03/2021 06/07/2021 Aaa AA+ AAA 219,604.43 219,675.84 71.41 -2,560.79 217,043.64 217,115.05

UNITED STATES TREASURY
91282CCF6
US GOV

0.750
05/31/202605/31/2026N--- 219,028.91 220,000.00 98.0000 06/03/2021 06/07/2021 Aaa AA+ AAA 219,137.85 219,282.90 145.05 -3,537.85 215,600.00 215,745.05

UNITED STATES TREASURY
91282CBR1
US GOV

0.250
03/15/202403/15/2024N--- 348,550.78 350,000.00 98.8203 07/01/2021 07/06/2021 Aaa AA+ AAA 348,814.14 349,075.19 261.05 -2,943.09 345,871.05 346,132.10

UNITED STATES TREASURY
91282CBW0
US GOV

0.750
04/30/202604/30/2026N--- 235,688.48 235,000.00 98.0703 08/05/2021 08/09/2021 Aaa AA+ AAA 235,631.84 235,933.70 301.86 -5,166.63 230,465.20 230,767.07

UNITED STATES TREASURY
91282CCP4
US GOV

0.625
07/31/202607/31/2026N--- 332,579.10 335,000.00 97.2930 09/01/2021 09/03/2021 Aaa AA+ AAA 332,737.40 333,613.58 876.19 -6,805.85 325,931.55 326,807.74

UNITED STATES TREASURY
91282CCJ8
US GOV

0.875
06/30/202606/30/2026N--- 124,804.69 125,000.00 98.4688 10/04/2021 10/06/2021 Aaa AA+ AAA 124,814.54 124,817.56 3.02 -1,728.54 123,086.00 123,089.02

UNITED STATES TREASURY
91282CBQ3
US GOV

0.500
02/28/202602/28/2026N--- 326,520.31 335,000.00 97.2070 10/28/2021 10/29/2021 Aaa AA+ AAA 326,858.70 327,427.83 569.13 -1,215.25 325,643.45 326,212.58

UNITED STATES TREASURY
912828ZC7
US GOV

1.125
02/28/202502/28/2025N--- 75,647.46 75,000.00 100.3828 10/28/2021 10/29/2021 Aaa AA+ AAA 75,613.69 75,900.38 286.69 -326.59 75,287.10 75,573.79 Holdings Report Trade Date San Jacinto, City of (66779)As of 12/31/2021 Return to Table of Contents Dated: 01/07/2022 3 3.A.3.a
Packet Pg. 76
Attachment: 2021-22 December Treasurers Report with signature (Treasurer’s Report at December 31, * Filtered By: Description ≠ "Payable" and Description ≠ "Receivable". * Weighted by: Market Value + Accrued.

Description,
Identifier,
Security Type,
Coupon
Effective Maturity,Final Maturity,Callable,Next Call Date Original Cost,
Current Units,
Market Price
Trade Date,Settle Date
MoodysRating,S&P Rating,Fitch Rating
Book Value,
Book Value + Accrued
Accrued Balance,
Net Unrealized Gain/Loss
Market Value,
Market Value + Accrued

UNITED STATES TREASURY
91282CAB7
US GOV

0.250
07/31/202507/31/2025N--- 170,358.40 175,000.00 97.0352 10/28/2021 10/29/2021 Aaa AA+ AAA 170,569.81 170,752.90 183.08 -758.21 169,811.60 169,994.68

UNITED STATES TREASURY
91282CCZ2
US GOV

0.875
09/30/202609/30/2026N--- 409,050.59 415,000.00 98.2773 10/28/2021 10/29/2021 Aaa AA+ AAA 409,257.90 410,185.66 927.76 -1,407.10 407,850.79 408,778.56 ------------
09/14/202409/21/2024------
11,328,210.4411,282,901.39
---
------
Aa1AA+AA+
11,290,394.4411,314,188.54
23,794.10
-72,060.99
11,218,333.4511,242,127.54
Holdings Report Trade Date San Jacinto, City of (66779)As of 12/31/2021 Return to Table of Contents Dated: 01/07/2022 4 3.A.3.a
Packet Pg. 77
Attachment: 2021-22 December Treasurers Report with signature (Treasurer’s Report at December 31, Identifier,
Description
Final Maturity Ending Current Units Earned Interest
Income
Realized Gain,
Realized Loss
Accretion Income Amortization Expense Misc Income Net Earned Income Interest Payment Received,
Ending Interest Due
91282CCZ2UNITED STATES TREASURY
09/30/2026 415,000.00 309.25 0.00

0.00 100.41 0.00 0.00 409.67 0.00

0.00 91282CCP4UNITED STATES TREASURY
07/31/2026 335,000.00 176.38 0.00

0.00 40.89 0.00 0.00 217.27 0.00

0.00 91282CCJ8UNITED STATES TREASURY
06/30/2026 125,000.00 92.19 0.00

0.00 3.51 0.00 0.00 95.70 546.88

0.00 91282CCF6UNITED STATES TREASURY
05/31/2026 220,000.00 140.52 0.00

0.00 16.36 0.00 0.00 156.88 0.00

0.00 91282CBW0UNITED STATES TREASURY
04/30/2026 235,000.00 150.93 0.00

0.00 0.00 -12.32 0.00 138.61 0.00

0.00 91282CBT7UNITED STATES TREASURY
03/31/2026 300,000.00 191.62 0.00

0.00 7.44 0.00 0.00 199.06 0.00

0.00 91282CBQ3UNITED STATES TREASURY
02/28/2026 335,000.00 143.44 0.00

0.00 163.91 0.00 0.00 307.34 0.00

0.00 91282CBH3UNITED STATES TREASURY
01/31/2026 125,000.00 39.49 0.00

0.00 47.39 0.00 0.00 86.88 0.00

0.00 91282CBC4UNITED STATES TREASURY
12/31/2025 155,000.00 49.00 0.00

0.00 27.63 0.00 0.00 76.62 290.63

0.00 91282CAZ4UNITED STATES TREASURY
11/30/2025 205,000.00 65.47 0.00

0.00 10.98 0.00 0.00 76.45 0.00

0.00 91282CAT8UNITED STATES TREASURY
10/31/2025 190,000.00 40.68 0.00

0.00 25.36 0.00 0.00 66.04 0.00

0.00 3135G05X7FEDERAL NATIONAL MORTGAGE ASSOCIATION
08/25/2025 415,000.00 129.69 0.00

0.00 32.57 0.00 0.00 162.25 0.00

0.00 91282CAB7UNITED STATES TREASURY
07/31/2025 175,000.00 36.85 0.00

0.00 102.40 0.00 0.00 139.26 0.00

0.00 912828ZW3UNITED STATES TREASURY
06/30/2025 255,000.00 53.73 0.00

0.00 19.92 0.00 0.00 73.65 318.75

0.00 912828ZT0UNITED STATES TREASURY
05/31/2025 235,000.00 50.03 0.00

0.00 19.44 0.00 0.00 69.47 0.00

0.00 912828ZT0UNITED STATES TREASURY
05/31/2025 190,000.00 40.45 0.00

0.00 17.49 0.00 0.00 57.94 0.00

0.00 912828ZL7UNITED STATES TREASURY
04/30/2025 155,000.00 49.78 0.00

0.00 10.99 0.00 0.00 60.77 0.00

0.00 3130AJHU6FEDERAL HOME LOAN BANKS
04/14/2025 225,000.00 93.75 0.00

0.00 18.94 0.00 0.00 112.69 0.00

0.00 912828ZC7UNITED STATES TREASURY
02/28/2025 220,000.00 211.95 0.00

0.00 0.00 -125.34 0.00 86.61 0.00

0.00 912828ZC7UNITED STATES TREASURY
02/28/2025 75,000.00 72.25 0.00

0.00 0.00 -16.36 0.00 55.90 0.00

0.00 3137EAEP0FEDERAL HOME LOAN MORTGAGE CORP
02/12/2025 300,000.00 375.00 0.00

0.00 3.85 0.00 0.00 378.85 0.00

0.00 912828Z52UNITED STATES TREASURY
01/31/2025 125,000.00 144.79 0.00

0.00 0.00 -116.67 0.00 28.12 0.00

0.00 912828YY0UNITED STATES TREASURY
12/31/2024 85,000.00 125.37 0.00

0.00 0.00 -59.89 0.00 65.48 743.75

0.00 14913R2P1CATERPILLAR FINANCIAL SERVICES CORP
09/13/2024 180,000.00 90.00 0.00

0.00 6.94 0.00 0.00 96.94 0.00

0.00 89236TJN6TOYOTA MOTOR CREDIT CORP
09/13/2024 280,000.00 145.83 0.00

0.00 3.73 0.00 0.00 149.56 0.00

0.00 912828YE4UNITED STATES TREASURY
08/31/2024 300,000.00 321.13 0.00

0.00 103.39 0.00 0.00 424.52 0.00

0.00 912828YE4UNITED STATES TREASURY
08/31/2024 370,000.00 396.06 0.00

0.00 0.00 -114.18 0.00 281.88 0.00

0.00 69371RR40PACCAR FINANCIAL CORP
08/09/2024 100,000.00 41.67 0.00

0.00 1.51 0.00 0.00 43.17 0.00

0.00 91282CCC3UNITED STATES TREASURY
05/15/2024 220,000.00 47.10 0.00

0.00 14.24 0.00 0.00 61.34 0.00

0.00 023135BW5AMAZON.COM INC
05/12/2024 145,000.00 54.38 0.00

0.00 6.02 0.00 0.00 60.40 0.00

0.00 Income Detail Report Trade Date San Jacinto, City of (66779)12/01/2021 - 12/31/2021 Return to Table of Contents Dated: 01/07/2022 5 3.A.3.a
Packet Pg. 78
Attachment: 2021-22 December Treasurers Report with signature (Treasurer’s Report at December 31, * Filtered By: Description ≠ "Payable" and Description ≠ "Receivable". * Weighted by: Ending Market Value + Accrued.

Identifier,Description
Final Maturity Ending Current Units Earned Interest
Income
Realized Gain,
Realized Loss
Accretion Income Amortization Expense Misc Income Net Earned Income Interest Payment Received,
Ending Interest Due
91282CBR1UNITED STATES TREASURY
03/15/2024 350,000.00 74.93 0.00

0.00 45.91 0.00 0.00 120.84 0.00

0.00 3133EMRZ7FEDERAL FARM CREDIT BANKS FUNDING CORP
02/26/2024 220,000.00 45.83 0.00

0.00 2.22 0.00 0.00 48.05 0.00

0.00 912828V80UNITED STATES TREASURY
01/31/2024 185,000.00 350.65 0.00

0.00 0.00 -78.18 0.00 272.47 0.00

0.00 US3137BWWD24FHMS K-725 A2
01/25/2024 280,000.00 700.47 0.00

0.00 0.00 -210.72 0.00 489.75 700.47

0.00 3135G06H1FEDERAL NATIONAL MORTGAGE ASSOCIATION
11/27/2023 320,000.00 66.67 0.00

0.00 10.39 0.00 0.00 77.05 0.00

0.00 912828T91UNITED STATES TREASURY
10/31/2023 110,000.00 153.07 0.00

0.00 0.00 -121.40 0.00 31.68 0.00

0.00 713448FB9PEPSICO INC
10/07/2023 85,000.00 28.33 0.00

0.00 1.37 0.00 0.00 29.71 0.00

0.00 912828T26UNITED STATES TREASURY
09/30/2023 255,000.00 298.61 0.00

0.00 0.00 -227.35 0.00 71.26 0.00

0.00 3137EAEV7FEDERAL HOME LOAN MORTGAGE CORP
08/24/2023 235,000.00 48.96 0.00

0.00 6.71 0.00 0.00 55.67 0.00

0.00 3137B4WB8FHMS K-033 A2
07/25/2023 250,000.00 637.50 0.00

0.00 0.00 -218.06 0.00 419.44 637.50

0.00 931142EK5WALMART INC
06/26/2023 225,000.00 637.50 0.00

0.00 0.00 -515.51 0.00 121.99 3,825.00

0.00 3133ELG81FEDERAL FARM CREDIT BANKS FUNDING CORP
06/08/2023 335,000.00 83.75 0.00

0.00 31.01 0.00 0.00 114.76 502.50

0.00 3137EAER6FEDERAL HOME LOAN MORTGAGE CORP
05/05/2023 335,000.00 104.69 0.00

0.00 3.99 0.00 0.00 108.68 0.00

0.00 594918AT1MICROSOFT CORP
05/01/2023 235,000.00 465.10 0.00

0.00 0.00 -358.02 0.00 107.09 0.00

0.00 3137EAEQ8FEDERAL HOME LOAN MORTGAGE CORP
04/20/2023 335,000.00 104.69 0.00

0.00 23.80 0.00 0.00 128.49 0.00

0.00 91282CBU4UNITED STATES TREASURY
03/31/2023 100,000.00 10.65 0.00

0.00 1.33 0.00 0.00 11.98 0.00

0.00 037833DE7APPLE INC
01/13/2023 300,000.00 600.00 0.00

0.00 0.00 -120.26 0.00 479.74 0.00

0.00 3137AXHP1FHMS K-024 A2
09/25/2022 318,094.27 682.04 0.00

0.00 -4.68 0.00 0.00 677.36 683.91

0.00 30231GBB7EXXON MOBIL CORP
08/16/2022 75,000.00 118.88 0.00

0.00 0.00 0.00 0.00 118.88 0.00

0.00 31846V203FIRST AMER:GVT OBLG Y
12/31/2021 44,807.12 0.34 0.00

0.00 0.00 0.00 0.00 0.34 0.30

0.19 ------
09/21/2024 11,282,901.39 9,091.44 0.00

0.00 927.36 -2,294.25 0.00 7,724.55 8,249.69

0.19 Income Detail Report Trade Date San Jacinto, City of (66779)12/01/2021 - 12/31/2021 Return to Table of Contents Dated: 01/07/2022 6 3.A.3.a
Packet Pg. 79
Attachment: 2021-22 December Treasurers Report with signature (Treasurer’s Report at December 31, * Does not Lock Down.
* Filtered By: Type = Buy or Type = Sell or Type = Call Redemption or Type = Put Redemption or Type = Corporate Action Sell or Type = Cash Transfer or Type = Maturity or Type = Coupon or Type = Principal Paydown or Type = Money Market Funds. * Weighted by: AbsoluteValue of Principal. * MMF transactions are expanded.* The Transaction Detail/Trading Activity reports provide our most up-to-date transactional details. As such, these reports are subject to change even after the other reports on the website have been locked down. While these reports can be useful tools in understanding recent activity,due to their dynamic nature we do not recommend using them for booking journal entries or reconciliation.

Identifier Description Current Units Type Settle Date Price Principal Realized Gain/Loss Amount31846V203 FIRST AMER:GVT OBLG Y 0.00 Money Market Funds 11/30/2021 --- 0.00 0.00 0.153137AXHP1 FHMS K-024 A2 0.00 Coupon 12/01/2021 --- 0.00 0.00 683.913137AXHP1 FHMS K-024 A2 -869.88 Principal Paydown 12/01/2021 --- -869.88 0.00 869.883137B4WB8 FHMS K-033 A2 0.00 Coupon 12/01/2021 --- 0.00 0.00 637.50US3137BWWD24 FHMS K-725 A2 0.00 Coupon 12/01/2021 --- 0.00 0.00 700.4731846V203 FIRST AMER:GVT OBLG Y 0.15 Buy 12/02/2021 1.000 0.15 0.00 -0.1531846V203 FIRST AMER:GVT OBLG Y 502.50 Buy 12/08/2021 1.000 502.50 0.00 -502.503133ELG81 FEDERAL FARM CREDIT BANKS FUNDING CORP

0.00 Coupon 12/08/2021 --- 0.00 0.00 502.50
CCYUSD US DOLLAR 0.00 Cash Transfer 12/23/2021 --- 0.00 0.00 -104.1731846V203 FIRST AMER:GVT OBLG Y -104.17 Sell 12/23/2021 1.000 -104.17 0.00 104.17931142EK5 WALMART INC 0.00 Coupon 12/26/2021 --- 0.00 0.00 3,825.0031846V203 FIRST AMER:GVT OBLG Y 4,462.50 Buy 12/27/2021 1.000 4,462.50 0.00 -4,462.5031846V203 FIRST AMER:GVT OBLG Y 2,254.26 Buy 12/27/2021 1.000 2,254.26 0.00 -2,254.2631846V203 FIRST AMER:GVT OBLG Y 0.15 Buy 12/29/2021 1.000 0.15 0.00 -0.1531846V203 FIRST AMER:GVT OBLG Y 0.00 Money Market Funds 12/29/2021 --- 0.00 0.00 0.1531846V203 FIRST AMER:GVT OBLG Y 1,900.01 Buy 12/31/2021 1.000 1,900.01 0.00 -1,900.01912828YY0 UNITED STATES TREASURY 0.00 Coupon 12/31/2021 --- 0.00 0.00 743.75912828ZW3 UNITED STATES TREASURY 0.00 Coupon 12/31/2021 --- 0.00 0.00 318.7591282CBC4 UNITED STATES TREASURY 0.00 Coupon 12/31/2021 --- 0.00 0.00 290.6391282CCJ8 UNITED STATES TREASURY 0.00 Coupon 12/31/2021 --- 0.00 0.00 546.8831846V203 FIRST AMER:GVT OBLG Y 0.00 Money Market Funds 01/03/2022 --- 0.00 0.00 0.19--- --- 8,145.52 --- --- --- 8,145.52 0.00 0.19 Transactions Realized Gain Loss Report San Jacinto, City of (66779)12/01/2021 - 12/31/2021 Return to Table of Contents Dated: 01/07/2022 7 3.A.3.a
Packet Pg. 80
Attachment: 2021-22 December Treasurers Report with signature (Treasurer’s Report at December 31, Amazon.com, Inc.

Apple Inc.Caterpillar Inc.

Identifier Security Type Description,
Issuer Concentration
Ending Current Units Coupon Type Calla
ble
Duration Book
Yield
Yield Ending
EffectiveMaturity,Final Maturity
Ending Accrued
Balance
Ending Book Value,
Book Value + Accrued
Market Value,
Ending Market Value +
Accrued
% of MarketValue
023135BW5 CORP AMAZON.COM INC
Amazon.com, Inc.
145,000.00 Fixed N 2.343 0.499 0.862 05/12/2024
05/12/2024

88.81 144,833.07
144,921.89
143,605.35143,694.16

1.280%
023135BW5 CORP AMAZON.COM INC
Amazon.com, Inc.
145,000.00 Fixed N 2.343 0.499 0.862 05/12/2024
05/12/2024

88.81 144,833.07
144,921.89
143,605.35143,694.16

1.280%
Identifier Security Type Description,
Issuer Concentration
Ending Current Units Coupon Type Calla
ble
Duration Book
Yield
Yield Ending
EffectiveMaturity,Final Maturity
Ending Accrued
Balance
Ending Book Value,
Book Value + Accrued
Market Value,
Ending Market Value +
Accrued
% of MarketValue
037833DE7 CORP APPLE INC
Apple Inc.
300,000.00 Fixed Y 0.934 1.911 0.377 12/13/2022
01/13/2023
3,360.00 301,375.31
304,735.31
305,750.48309,110.48

2.725%
037833DE7 CORP APPLE INC
Apple Inc.
300,000.00 Fixed Y 0.934 1.911 0.377 12/13/2022
01/13/2023
3,360.00 301,375.31
304,735.31
305,750.48309,110.48

2.725%
Identifier Security Type Description,
Issuer Concentration
Ending Current Units Coupon Type Calla
ble
Duration Book
Yield
Yield Ending
EffectiveMaturity,Final Maturity
Ending Accrued
Balance
Ending Book Value,
Book Value + Accrued
Market Value,
Ending Market Value +
Accrued
% of MarketValue
14913R2P1 CORP CATERPILLAR FINANCIAL SERVICES
CORPCaterpillar Inc.
180,000.00 Fixed N 2.663 0.646 1.107 09/13/2024
09/13/2024
321.00 179,779.59
180,100.59
177,581.04177,902.04

1.583%
Issuer Concentration with Yield GASB 40 Trade Date San Jacinto, City of (66779)As of 12/31/2021 Return to Table of Contents Dated: 01/07/2022 8 3.A.3.a
Packet Pg. 81
Attachment: 2021-22 December Treasurers Report with signature (Treasurer’s Report at December 31, Exxon Mobil Corporation
Farm Credit SystemFederal Home Loan BanksFederal Home Loan Mortgage Corporation Identifier Security Type Description,
Issuer Concentration
Ending Current Units Coupon Type Calla
ble
Duration Book
Yield
Yield Ending
EffectiveMaturity,Final Maturity
Ending Accrued
Balance
Ending Book Value,
Book Value + Accrued
Market Value,
Ending Market Value +
Accrued
% of MarketValue
14913R2P1 CORP CATERPILLAR FINANCIAL SERVICES
CORPCaterpillar Inc.
180,000.00 Fixed N 2.663 0.646 1.107 09/13/2024
09/13/2024
321.00 179,779.59
180,100.59
177,581.04177,902.04

1.583%
Identifier Security Type Description,
Issuer Concentration
Ending Current Units Coupon Type Calla
ble
Duration Book
Yield
Yield Ending
EffectiveMaturity,Final Maturity
Ending Accrued
Balance
Ending Book Value,
Book Value + Accrued
Market Value,
Ending Market Value +
Accrued
% of MarketValue
30231GBB7 CORP EXXON MOBIL CORP
Exxon Mobil Corporation
75,000.00 Fixed N 0.619 1.902 0.496 08/16/2022
08/16/2022
534.94 75,000.00
75,534.94
75,657.0576,191.99

0.674%
30231GBB7 CORP EXXON MOBIL CORP
Exxon Mobil Corporation
75,000.00 Fixed N 0.619 1.902 0.496 08/16/2022
08/16/2022
534.94 75,000.00
75,534.94
75,657.0576,191.99

0.674%
Identifier Security Type Description,
Issuer Concentration
Ending Current Units Coupon Type Calla
ble
Duration Book
Yield
Yield Ending
EffectiveMaturity,Final Maturity
Ending Accrued
Balance
Ending Book Value,
Book Value + Accrued
Market Value,
Ending Market Value +
Accrued
% of MarketValue
3133ELG81 AGCY BOND FEDERAL FARM CREDIT BANKS
FUNDING CORPFarm Credit System
335,000.00 Fixed N 1.430 0.410 0.542 06/08/2023
06/08/2023

64.21 334,475.82
334,540.03
333,840.15333,904.35

2.976%
3133EMRZ7 AGCY BOND FEDERAL FARM CREDIT BANKS
FUNDING CORPFarm Credit System
220,000.00 Fixed N 2.139 0.262 0.731 02/26/2024
02/26/2024
190.97 219,943.12
220,134.09
217,745.61217,936.58

1.941%
--- AGCY BOND FEDERAL FARM CREDIT BANKS
FUNDING CORPFarm Credit System
555,000.00 Fixed N 1.710 0.351 0.617 09/20/2023
09/20/2023
255.18 554,418.94
554,674.12
551,585.76551,840.94

4.917%
Identifier Security Type Description,
Issuer Concentration
Ending Current Units Coupon Type Calla
ble
Duration Book
Yield
Yield Ending
EffectiveMaturity,Final Maturity
Ending Accrued
Balance
Ending Book Value,
Book Value + Accrued
Market Value,
Ending Market Value +
Accrued
% of MarketValue
3130AJHU6 AGCY BOND FEDERAL HOME LOAN BANKS
Federal Home Loan Banks
225,000.00 Fixed N 3.243 0.601 1.036 04/14/2025
04/14/2025
240.63 224,262.70
224,503.33
221,113.77221,354.39

1.971%
3130AJHU6 AGCY BOND FEDERAL HOME LOAN BANKS
Federal Home Loan Banks
225,000.00 Fixed N 3.243 0.601 1.036 04/14/2025
04/14/2025
240.63 224,262.70
224,503.33
221,113.77221,354.39

1.971%
Identifier Security Type Description,
Issuer Concentration
Ending Current Units Coupon Type Calla
ble
Duration Book
Yield
Yield Ending
EffectiveMaturity,Final Maturity
Ending Accrued
Balance
Ending Book Value,
Book Value + Accrued
Market Value,
Ending Market Value +
Accrued
% of MarketValue
3137AXHP1 FHLMC CMO FHMS K-024 A2
Federal Home Loan Mortgage Corporation
318,094.27 Fixed Y 0.627 2.563 0.566 08/17/2022
09/25/2022
682.05 317,596.38
318,278.42
321,560.76322,242.81

2.866%
3137B4WB8 FHLMC FHMS K-033 A2
Federal Home Loan Mortgage Corporation
250,000.00 Variable Y 1.406 1.990 0.829 06/08/2023
07/25/2023
637.50 253,313.04
253,950.54
257,464.73258,102.23

2.295%
US3137BWWD24 FHLMC FHMS K-725 A2
Federal Home Loan Mortgage Corporation
280,000.00 Variable Y 1.901 2.119 1.067 12/17/2023
01/25/2024
700.47 284,235.15
284,935.61
289,958.68290,659.14

2.585%
3137EAEP0 AGCY BOND FEDERAL HOME LOAN MORTGAGE
CORPFederal Home Loan Mortgage Corporation
300,000.00 Fixed N 3.022 1.516 1.021 02/12/2025
02/12/2025
1,737.50 299,853.89
301,591.39
304,392.49306,129.99

2.713%
3137EAEQ8 AGCY BOND FEDERAL HOME LOAN MORTGAGE
CORPFederal Home Loan Mortgage Corporation
335,000.00 Fixed N 1.296 0.459 0.547 04/20/2023
04/20/2023
247.76 334,635.86
334,883.62
334,251.42334,499.18

2.980%
Issuer Concentration with Yield GASB 40 Trade Date San Jacinto, City of (66779)As of 12/31/2021 Return to Table of Contents Dated: 01/07/2022 9 3.A.3.a
Packet Pg. 82
Attachment: 2021-22 December Treasurers Report with signature (Treasurer’s Report at December 31, Federal National Mortgage Association
Microsoft CorporationPACCAR IncPepsiCo, Inc.

Identifier Security Type Description,
Issuer Concentration
Ending Current Units Coupon Type Calla
ble
Duration Book
Yield
Yield Ending
EffectiveMaturity,Final Maturity
Ending Accrued
Balance
Ending Book Value,
Book Value + Accrued
Market Value,
Ending Market Value +
Accrued
% of MarketValue
3137EAER6 AGCY BOND FEDERAL HOME LOAN MORTGAGE
CORPFederal Home Loan Mortgage Corporation
335,000.00 Fixed N 1.338 0.389 0.537 05/05/2023
05/05/2023
195.42 334,937.05
335,132.47
334,275.61334,471.03

2.980%
3137EAEV7 AGCY BOND FEDERAL HOME LOAN MORTGAGE
CORPFederal Home Loan Mortgage Corporation
235,000.00 Fixed N 1.638 0.284 0.641 08/24/2023
08/24/2023
207.26 234,868.54
235,075.80
233,496.85233,704.11

2.081%
--- --- ---
Federal Home Loan Mortgage Corporation
2,053,094.27 --- --- 1.590 1.324 0.736 08/14/2023
08/31/2023
4,407.95 2,059,439.91
2,063,847.85
2,075,400.532,079,808.48

18.500%
Identifier Security Type Description,
Issuer Concentration
Ending Current Units Coupon Type Calla
ble
Duration Book
Yield
Yield Ending
EffectiveMaturity,Final Maturity
Ending Accrued
Balance
Ending Book Value,
Book Value + Accrued
Market Value,
Ending Market Value +
Accrued
% of MarketValue
3135G05X7 AGCY BOND FEDERAL NATIONAL MORTGAGE
ASSOCIATIONFederal National Mortgage Association
415,000.00 Fixed N 3.603 0.470 1.135 08/25/2025
08/25/2025
544.69 413,576.40
414,121.08
403,749.91404,294.60

3.599%
3135G06H1 AGCY BOND FEDERAL NATIONAL MORTGAGE
ASSOCIATIONFederal National Mortgage Association
320,000.00 Fixed N 1.895 0.288 0.708 11/27/2023
11/27/2023

75.56 319,768.63
319,844.18
317,230.05317,305.60

2.828%
--- AGCY BOND FEDERAL NATIONAL MORTGAGE
ASSOCIATIONFederal National Mortgage Association
735,000.00 Fixed N 2.852 0.391 0.947 11/18/2024
11/18/2024
620.24 733,345.02
733,965.27
720,979.96721,600.21

6.427%
Identifier Security Type Description,
Issuer Concentration
Ending Current Units Coupon Type Calla
ble
Duration Book
Yield
Yield Ending
EffectiveMaturity,Final Maturity
Ending Accrued
Balance
Ending Book Value,
Book Value + Accrued
Market Value,
Ending Market Value +
Accrued
% of MarketValue
594918AT1 CORP MICROSOFT CORP
Microsoft Corporation
235,000.00 Fixed Y 1.078 0.583 0.406 02/01/2023
05/01/2023
930.21 239,533.83
240,464.04
239,996.38240,926.59

2.139%
594918AT1 CORP MICROSOFT CORP
Microsoft Corporation
235,000.00 Fixed Y 1.078 0.583 0.406 02/01/2023
05/01/2023
930.21 239,533.83
240,464.04
239,996.38240,926.59

2.139%
Identifier Security Type Description,
Issuer Concentration
Ending Current Units Coupon Type Calla
ble
Duration Book
Yield
Yield Ending
EffectiveMaturity,Final Maturity
Ending Accrued
Balance
Ending Book Value,
Book Value + Accrued
Market Value,
Ending Market Value +
Accrued
% of MarketValue
69371RR40 CORP PACCAR FINANCIAL CORP
PACCAR Inc
100,000.00 Fixed N 2.572 0.518 1.169 08/09/2024
08/09/2024
197.22 99,953.05
100,150.27
98,286.7398,483.95

0.876%
69371RR40 CORP PACCAR FINANCIAL CORP
PACCAR Inc
100,000.00 Fixed N 2.572 0.518 1.169 08/09/2024
08/09/2024
197.22 99,953.05
100,150.27
98,286.7398,483.95

0.876%
Identifier Security Type Description,
Issuer Concentration
Ending Current Units Coupon Type Calla
ble
Duration Book
Yield
Yield Ending
EffectiveMaturity,Final Maturity
Ending Accrued
Balance
Ending Book Value,
Book Value + Accrued
Market Value,
Ending Market Value +
Accrued
% of MarketValue
713448FB9 CORP PEPSICO INC
PepsiCo, Inc.
85,000.00 Fixed N 1.754 0.419 0.705 10/07/2023
10/07/2023

79.33 84,971.44
85,050.78
84,546.0784,625.40

0.754%
713448FB9 CORP PEPSICO INC
PepsiCo, Inc.
85,000.00 Fixed N 1.754 0.419 0.705 10/07/2023
10/07/2023

79.33 84,971.44
85,050.78
84,546.0784,625.40

0.754%
Issuer Concentration with Yield GASB 40 Trade Date San Jacinto, City of (66779)As of 12/31/2021 Return to Table of Contents Dated: 01/07/2022 10 3.A.3.a
Packet Pg. 83
Attachment: 2021-22 December Treasurers Report with signature (Treasurer’s Report at December 31, Toyota Motor Corporation
U.S. BancorpUnited States
Identifier Security Type Description,
Issuer Concentration
Ending Current Units Coupon Type Calla
ble
Duration Book
Yield
Yield Ending
EffectiveMaturity,Final Maturity
Ending Accrued
Balance
Ending Book Value,
Book Value + Accrued
Market Value,
Ending Market Value +
Accrued
% of MarketValue
89236TJN6 CORP TOYOTA MOTOR CREDIT CORP
Toyota Motor Corporation
280,000.00 Fixed N 2.661 0.641 1.134 09/13/2024
09/13/2024
525.00 279,881.62
280,406.62
276,219.95276,744.95

2.462%
89236TJN6 CORP TOYOTA MOTOR CREDIT CORP
Toyota Motor Corporation
280,000.00 Fixed N 2.661 0.641 1.134 09/13/2024
09/13/2024
525.00 279,881.62
280,406.62
276,219.95276,744.95

2.462%
Identifier Security Type Description,
Issuer Concentration
Ending Current Units Coupon Type Calla
ble
Duration Book
Yield
Yield Ending
EffectiveMaturity,Final Maturity
Ending Accrued
Balance
Ending Book Value,
Book Value + Accrued
Market Value,
Ending Market Value +
Accrued
% of MarketValue
31846V203 MMFUND FIRST AMER:GVT OBLG Y
U.S. Bancorp
44,807.12 Fixed N 0.000 0.010 0.010 12/31/2021
12/31/2021

0.00 44,807.12
44,807.12
44,807.1244,807.12

0.399%
31846V203 MMFUND FIRST AMER:GVT OBLG Y
U.S. Bancorp
44,807.12 Fixed N 0.000 0.010 0.010 12/31/2021
12/31/2021

0.00 44,807.12
44,807.12
44,807.1244,807.12

0.399%
Identifier Security Type Description,
Issuer Concentration
Ending Current Units Coupon Type Calla
ble
Duration Book
Yield
Yield Ending
EffectiveMaturity,Final Maturity
Ending Accrued
Balance
Ending Book Value,
Book Value + Accrued
Market Value,
Ending Market Value +
Accrued
% of MarketValue
912828YE4 US GOV UNITED STATES TREASURY
United States
300,000.00 Fixed N 2.605 1.673 0.891 08/31/2024
08/31/2024
1,274.17 296,711.58
297,985.75
302,824.20304,098.37

2.699%
912828V80 US GOV UNITED STATES TREASURY
United States
185,000.00 Fixed N 2.023 1.726 0.755 01/31/2024
01/31/2024
1,741.92 186,972.18
188,714.09
190,708.92192,450.83

1.700%
912828YE4 US GOV UNITED STATES TREASURY
United States
370,000.00 Fixed N 2.605 0.880 0.891 08/31/2024
08/31/2024
1,571.48 373,591.28
375,162.75
373,483.18375,054.66

3.329%
912828YY0 US GOV UNITED STATES TREASURY
United States
85,000.00 Fixed N 2.922 0.888 0.967 12/31/2024
12/31/2024

4.11 87,162.97
87,167.08
86,962.3186,966.42

0.775%
912828T91 US GOV UNITED STATES TREASURY
United States
110,000.00 Fixed N 1.801 0.328 0.694 10/31/2023
10/31/2023
306.15 112,599.35
112,905.50
111,860.54112,166.69

0.997%
912828T26 US GOV UNITED STATES TREASURY
United States
255,000.00 Fixed N 1.721 0.321 0.672 09/30/2023
09/30/2023
895.83 259,669.97
260,565.79
258,107.94259,003.77

2.301%
912828ZC7 US GOV UNITED STATES TREASURY
United States
220,000.00 Fixed N 3.089 0.449 1.002 02/28/2025
02/28/2025
840.95 224,659.99
225,500.95
220,842.16221,683.11

1.969%
912828Z52 US GOV UNITED STATES TREASURY
United States
125,000.00 Fixed N 2.999 0.257 0.989 01/31/2025
01/31/2025
719.26 129,286.50
130,005.76
126,460.00127,179.26

1.127%
912828ZW3 US GOV UNITED STATES TREASURY
United States
255,000.00 Fixed N 3.468 0.344 1.071 06/30/2025
06/30/2025

1.76 254,167.71
254,169.47
247,828.13247,829.89

2.209%
912828ZT0 US GOV UNITED STATES TREASURY
United States
235,000.00 Fixed N 3.384 0.348 1.056 05/31/2025
05/31/2025

51.65 234,217.08
234,268.73
228,666.05228,717.69

2.038%
912828ZT0 US GOV UNITED STATES TREASURY
United States
190,000.00 Fixed N 3.384 0.359 1.056 05/31/2025
05/31/2025

41.76 189,295.49
189,337.25
184,878.93184,920.69

1.648%
91282CAT8 US GOV UNITED STATES TREASURY
United States
190,000.00 Fixed N 3.792 0.408 1.135 10/31/2025
10/31/2025

81.35 188,857.46
188,938.81
183,713.66183,795.01

1.638%
91282CAZ4 US GOV UNITED STATES TREASURY
United States
205,000.00 Fixed N 3.866 0.439 1.155 11/30/2025
11/30/2025

67.58 204,491.70
204,559.28
198,897.97198,965.55

1.773%
912828ZL7 US GOV UNITED STATES TREASURY
United States
155,000.00 Fixed N 3.294 0.459 1.045 04/30/2025
04/30/2025

99.55 154,569.50
154,669.06
151,609.38151,708.93

1.351%
91282CBC4 US GOV UNITED STATES TREASURY
United States
155,000.00 Fixed N 3.951 0.592 1.152 12/31/2025
12/31/2025

1.61 153,672.36
153,673.97
150,307.68150,309.29

1.340%
91282CBH3 US GOV UNITED STATES TREASURY
United States
125,000.00 Fixed N 4.026 0.842 1.183 01/31/2026
01/31/2026
196.16 122,660.79
122,856.95
120,986.38121,182.54

1.078%
91282CBU4 US GOV UNITED STATES TREASURY
United States
100,000.00 Fixed N 1.243 0.141 0.493 03/31/2023
03/31/2023

31.94 99,980.54
100,012.48
99,543.0099,574.94

0.887%
Issuer Concentration with Yield GASB 40 Trade Date San Jacinto, City of (66779)As of 12/31/2021 Return to Table of Contents Dated: 01/07/2022 11 3.A.3.a
Packet Pg. 84
Attachment: 2021-22 December Treasurers Report with signature (Treasurer’s Report at December 31, Walmart Inc.

Summary* Grouped by: Issuer Concentration. * Groups Sorted by: Issuer Concentration. * Filtered By: Description ≠ "Payable" and Description ≠ "Receivable". * Weighted by: Ending Market Value + Accrued, except Book Yield by Base Book Value + Accrued.

Identifier Security Type Description,
Issuer Concentration
Ending Current Units Coupon Type Calla
ble
Duration Book
Yield
Yield Ending
EffectiveMaturity,Final Maturity
Ending Accrued
Balance
Ending Book Value,
Book Value + Accrued
Market Value,
Ending Market Value +
Accrued
% of MarketValue
91282CBT7 US GOV UNITED STATES TREASURY
United States
300,000.00 Fixed N 4.155 0.780 1.197 03/31/2026
03/31/2026
574.86 299,623.10
300,197.97
294,456.90295,031.76

2.625%
91282CCC3 US GOV UNITED STATES TREASURY
United States
220,000.00 Fixed N 2.357 0.326 0.823 05/15/2024
05/15/2024

71.41 219,604.43
219,675.84
217,043.64217,115.05

1.935%
91282CCF6 US GOV UNITED STATES TREASURY
United States
220,000.00 Fixed N 4.321 0.841 1.217 05/31/2026
05/31/2026
145.05 219,137.85
219,282.90
215,600.00215,745.05

1.922%
91282CBR1 US GOV UNITED STATES TREASURY
United States
350,000.00 Fixed N 2.189 0.405 0.791 03/15/2024
03/15/2024
261.05 348,814.14
349,075.19
345,871.05346,132.10

3.083%
91282CBW0 US GOV UNITED STATES TREASURY
United States
235,000.00 Fixed N 4.238 0.687 1.209 04/30/2026
04/30/2026
301.86 235,631.84
235,933.70
230,465.20230,767.07

2.054%
91282CCP4 US GOV UNITED STATES TREASURY
United States
335,000.00 Fixed N 4.486 0.775 1.234 07/31/2026
07/31/2026
876.19 332,737.40
333,613.58
325,931.55326,807.74

2.905%
91282CCJ8 US GOV UNITED STATES TREASURY
United States
125,000.00 Fixed N 4.395 0.909 1.226 06/30/2026
06/30/2026

3.02 124,814.54
124,817.56
123,086.00123,089.02

1.097%
91282CBQ3 US GOV UNITED STATES TREASURY
United States
335,000.00 Fixed N 4.093 1.099 1.190 02/28/2026
02/28/2026
569.13 326,858.70
327,427.83
325,643.45326,212.58

2.903%
912828ZC7 US GOV UNITED STATES TREASURY
United States
75,000.00 Fixed N 3.089 0.862 1.002 02/28/2025
02/28/2025
286.69 75,613.69
75,900.38
75,287.1075,573.79

0.671%
91282CAB7 US GOV UNITED STATES TREASURY
United States
175,000.00 Fixed N 3.547 0.971 1.096 07/31/2025
07/31/2025
183.08 170,569.81
170,752.90
169,811.60169,994.68

1.514%
91282CCZ2 US GOV UNITED STATES TREASURY
United States
415,000.00 Fixed N 4.620 1.176 1.250 09/30/2026
09/30/2026
927.76 409,257.90
410,185.66
407,850.79408,778.56

3.636%
--- US GOV UNITED STATES TREASURY
United States
6,045,000.00 Fixed N 3.349 0.729 1.030 05/29/2025
05/29/2025
12,127.34 6,035,229.86
6,047,357.20
5,968,727.705,980,855.04

53.205%
Identifier Security Type Description,
Issuer Concentration
Ending Current Units Coupon Type Calla
ble
Duration Book
Yield
Yield Ending
EffectiveMaturity,Final Maturity
Ending Accrued
Balance
Ending Book Value,
Book Value + Accrued
Market Value,
Ending Market Value +
Accrued
% of MarketValue
931142EK5 CORP WALMART INC
Walmart Inc.
225,000.00 Fixed Y 1.376 0.665 0.511 05/26/2023
06/26/2023
106.25 233,562.97
233,669.22
234,075.56234,181.81

2.087%
931142EK5 CORP WALMART INC
Walmart Inc.
225,000.00 Fixed Y 1.376 0.665 0.511 05/26/2023
06/26/2023
106.25 233,562.97
233,669.22
234,075.56234,181.81

2.087%
Identifier Security Type Description,
Issuer Concentration
Ending Current Units Coupon Type Calla
ble
Duration Book
Yield
Yield Ending
EffectiveMaturity,Final Maturity
Ending Accrued
Balance
Ending Book Value,
Book Value + Accrued
Market Value,
Ending Market Value +
Accrued
% of MarketValue
--- --- ---
---
11,282,901.39 --- --- 2.662 0.816 0.901 09/14/2024
09/21/2024
23,794.10 11,290,394.44
11,314,188.54
11,218,333.4511,242,127.54
100.000%
Issuer Concentration with Yield GASB 40 Trade Date San Jacinto, City of (66779)As of 12/31/2021 Return to Table of Contents Dated: 01/07/2022 12 3.A.3.a
Packet Pg. 85
Attachment: 2021-22 December Treasurers Report with signature (Treasurer’s Report at December 31,

AGCY BOND
Identifier,Description,Security Type
% of MarketValue +Accrued
Coupon Type Callab
le
Duration S&P
Rating,Moody'sRating
Ending Current Units Ending
EffectiveMaturity,Final Maturity
Book
Yield,
Yield
Ending Accrued
Balance
Original Cost Ending Book Value,
Book Value + Accrued
Market Value,
Ending Market Value +
Accrued
3137EAEQ8FEDERAL HOME LOAN MORTGAGE CORPAGCY BOND

2.975% Fixed N 1.296 AA+
Aaa
335,000.00 04/20/2023
04/20/2023

0.4590.547
247.76 334,162.50 334,635.86
334,883.62
334,251.42334,499.18
3137EAER6FEDERAL HOME LOAN MORTGAGE CORPAGCY BOND

2.975% Fixed N 1.338 AA+
Aaa
335,000.00 05/05/2023
05/05/2023

0.3890.537
195.42 334,859.30 334,937.05
335,132.47
334,275.61334,471.03
3133ELG81FEDERAL FARM CREDIT BANKS FUNDINGCORPAGCY BOND

2.970% Fixed N 1.430 AA+
Aaa
335,000.00 06/08/2023
06/08/2023

0.4100.542

64.21 333,907.90 334,475.82
334,540.03
333,840.15333,904.35
3137EAEV7FEDERAL HOME LOAN MORTGAGE CORPAGCY BOND

2.079% Fixed N 1.638 AA+
Aaa
235,000.00 08/24/2023
08/24/2023

0.2840.641
207.26 234,760.30 234,868.54
235,075.80
233,496.85233,704.11
3135G06H1FEDERAL NATIONAL MORTGAGEASSOCIATIONAGCY BOND

2.822% Fixed N 1.895 AA+
Aaa
320,000.00 11/27/2023
11/27/2023

0.2880.708

75.56 319,635.20 319,768.63
319,844.18
317,230.05317,305.60
3133EMRZ7FEDERAL FARM CREDIT BANKS FUNDINGCORPAGCY BOND

1.939% Fixed N 2.139 AA+
Aaa
220,000.00 02/26/2024
02/26/2024

0.2620.731
190.97 219,920.80 219,943.12
220,134.09
217,745.61217,936.58
3137EAEP0FEDERAL HOME LOAN MORTGAGE CORPAGCY BOND

2.723% Fixed N 3.022 AA+
Aaa
300,000.00 02/12/2025
02/12/2025

1.5161.021
1,737.50 299,769.00 299,853.89
301,591.39
304,392.49306,129.99
3130AJHU6FEDERAL HOME LOAN BANKSAGCY BOND

1.969% Fixed N 3.243 AA+
Aaa
225,000.00 04/14/2025
04/14/2025

0.6011.036
240.63 223,884.00 224,262.70
224,503.33
221,113.77221,354.39
Security Type GASB 40 Trade Date San Jacinto, City of (66779)As of 12/31/2021 Return to Table of Contents Dated: 01/07/2022 13 3.A.3.a
Packet Pg. 86
Attachment: 2021-22 December Treasurers Report with signature (Treasurer’s Report at December 31, CORP
FHLMC
Identifier,Description,Security Type
% of MarketValue +Accrued
Coupon Type Callab
le
Duration S&P
Rating,Moody'sRating
Ending Current Units Ending
EffectiveMaturity,Final Maturity
Book
Yield,
Yield
Ending Accrued
Balance
Original Cost Ending Book Value,
Book Value + Accrued
Market Value,
Ending Market Value +
Accrued
3135G05X7FEDERAL NATIONAL MORTGAGEASSOCIATIONAGCY BOND

3.596% Fixed N 3.603 AA+
Aaa
415,000.00 08/25/2025
08/25/2025

0.4701.135
544.69 413,057.80 413,576.40
414,121.08
403,749.91404,294.60
------AGCY BOND

24.049% Fixed N 2.185 AA+
Aaa
2,720,000.00 03/18/2024
03/18/2024

0.5240.769
3,503.98 2,713,956.80 2,716,322.01
2,719,825.99
2,700,095.852,703,599.83
Identifier,Description,Security Type
% of MarketValue +Accrued
Coupon Type Callab
le
Duration S&P
Rating,Moody'sRating
Ending Current Units Ending
EffectiveMaturity,Final Maturity
Book
Yield,
Yield
Ending Accrued
Balance
Original Cost Ending Book Value,
Book Value + Accrued
Market Value,
Ending Market Value +
Accrued
30231GBB7EXXON MOBIL CORPCORP

0.678% Fixed N 0.619 AAAa2 75,000.00 08/16/2022 08/16/2022 1.902 0.496 534.94 75,000.00 75,000.00 75,534.94 75,657.05 76,191.99 037833DE7APPLE INCCORP

2.750% Fixed Y 0.934 AA+
Aaa
300,000.00 12/13/2022
01/13/2023

1.9110.377
3,360.00 304,260.00 301,375.31
304,735.31
305,750.48309,110.48
594918AT1MICROSOFT CORPCORP

2.143% Fixed Y 1.078 AAA
Aaa
235,000.00 02/01/2023
05/01/2023

0.5830.406
930.21 246,484.45 239,533.83
240,464.04
239,996.38240,926.59
931142EK5WALMART INCCORP

2.083% Fixed Y 1.376 AA
Aa2
225,000.00 05/26/2023
06/26/2023

0.6650.511
106.25 243,666.00 233,562.97
233,669.22
234,075.56234,181.81
713448FB9PEPSICO INCCORP

0.753% Fixed N 1.754 A+
A1
85,000.00 10/07/2023
10/07/2023

0.4190.705

79.33 84,951.55 84,971.44
85,050.78
84,546.0784,625.40
023135BW5AMAZON.COM INCCORP

1.278% Fixed N 2.343 AA
A1
145,000.00 05/12/2024
05/12/2024

0.4990.862

88.81 144,788.30 144,833.07
144,921.89
143,605.35143,694.16
69371RR40PACCAR FINANCIAL CORPCORP

0.876% Fixed N 2.572 A+
A1
100,000.00 08/09/2024
08/09/2024

0.5181.169
197.22 99,946.00 99,953.05
100,150.27
98,286.7398,483.95
14913R2P1CATERPILLAR FINANCIAL SERVICES CORPCORP

1.582% Fixed N 2.663 A
A2
180,000.00 09/13/2024
09/13/2024

0.6461.107
321.00 179,755.20 179,779.59
180,100.59
177,581.04177,902.04
89236TJN6TOYOTA MOTOR CREDIT CORPCORP

2.462% Fixed N 2.661 A+
A1
280,000.00 09/13/2024
09/13/2024

0.6411.134
525.00 279,868.40 279,881.62
280,406.62
276,219.95276,744.95
------CORP

14.605% Fixed --- 1.746 AAAa3 1,625,000.00 10/08/2023 11/01/2023 0.898 0.719 6,142.76 1,658,719.90 1,638,890.89 1,645,033.65 1,635,718.61 1,641,861.37 Identifier,Description,Security Type
% of MarketValue +Accrued
Coupon Type Callab
le
Duration S&P
Rating,Moody'sRating
Ending Current Units Ending
EffectiveMaturity,Final Maturity
Book
Yield,
Yield
Ending Accrued
Balance
Original Cost Ending Book Value,
Book Value + Accrued
Market Value,
Ending Market Value +
Accrued
3137B4WB8FHMS K-033 A2FHLMC

2.296% Variable Y 1.406 AA+
Aaa
250,000.00 06/08/2023
07/25/2023

1.9900.829
637.50 258,544.92 253,313.04
253,950.54
257,464.73258,102.23
US3137BWWD24FHMS K-725 A2FHLMC

2.585% Variable Y 1.901 AAA
Aaa
280,000.00 12/17/2023
01/25/2024

2.1191.067
700.47 289,012.50 284,235.15
284,935.61
289,958.68290,659.14
------FHLMC

4.881% Variable Y 1.668 AAA
Aaa
530,000.00 09/18/2023
10/30/2023

2.0580.955
1,337.97 547,557.42 537,548.19
538,886.16
547,423.40548,761.37
Security Type GASB 40 Trade Date San Jacinto, City of (66779)As of 12/31/2021 Return to Table of Contents Dated: 01/07/2022 14 3.A.3.a
Packet Pg. 87
Attachment: 2021-22 December Treasurers Report with signature (Treasurer’s Report at December 31,

FHLMC CMO

MMFUNDUS GOV
Identifier,Description,Security Type
% of MarketValue +Accrued
Coupon Type Callab
le
Duration S&P
Rating,Moody'sRating
Ending Current Units Ending
EffectiveMaturity,Final Maturity
Book
Yield,
Yield
Ending Accrued
Balance
Original Cost Ending Book Value,
Book Value + Accrued
Market Value,
Ending Market Value +
Accrued
3137AXHP1FHMS K-024 A2FHLMC CMO

2.866% Fixed Y 0.627 AA+
Aaa
318,094.27 08/17/2022
09/25/2022

2.5630.566
682.05 317,783.63 317,596.38
318,278.42
321,560.76322,242.81
3137AXHP1FHMS K-024 A2FHLMC CMO

2.866% Fixed Y 0.627 AA+
Aaa
318,094.27 08/17/2022
09/25/2022

2.5630.566
682.05 317,783.63 317,596.38
318,278.42
321,560.76322,242.81
Identifier,Description,Security Type
% of MarketValue +Accrued
Coupon Type Callab
le
Duration S&P
Rating,Moody'sRating
Ending Current Units Ending
EffectiveMaturity,Final Maturity
Book
Yield,
Yield
Ending Accrued
Balance
Original Cost Ending Book Value,
Book Value + Accrued
Market Value,
Ending Market Value +
Accrued
31846V203FIRST AMER:GVT OBLG YMMFUND

0.399% Fixed N 0.000 AAAm
Aaa
44,807.12 12/31/2021
12/31/2021

0.0100.010

0.00 44,807.12 44,807.12
44,807.12
44,807.1244,807.12
31846V203FIRST AMER:GVT OBLG YMMFUND

0.399% Fixed N 0.000 AAAm
Aaa
44,807.12 12/31/2021
12/31/2021

0.0100.010

0.00 44,807.12 44,807.12
44,807.12
44,807.1244,807.12
Identifier,Description,Security Type
% of MarketValue +Accrued
Coupon Type Callab
le
Duration S&P
Rating,Moody'sRating
Ending Current Units Ending
EffectiveMaturity,Final Maturity
Book
Yield,
Yield
Ending Accrued
Balance
Original Cost Ending Book Value,
Book Value + Accrued
Market Value,
Ending Market Value +
Accrued
91282CBU4UNITED STATES TREASURYUS GOV

0.886% Fixed N 1.243 AA+
Aaa
100,000.00 03/31/2023
03/31/2023

0.1410.493

31.94 99,968.75 99,980.54
100,012.48
99,543.0099,574.94
912828T26UNITED STATES TREASURYUS GOV

2.304% Fixed N 1.721 AA+
Aaa
255,000.00 09/30/2023
09/30/2023

0.3210.672
895.83 263,835.35 259,669.97
260,565.79
258,107.94259,003.77
912828T91UNITED STATES TREASURYUS GOV

0.998% Fixed N 1.801 AA+
Aaa
110,000.00 10/31/2023
10/31/2023

0.3280.694
306.15 114,808.20 112,599.35
112,905.50
111,860.54112,166.69
912828V80UNITED STATES TREASURYUS GOV

1.712% Fixed N 2.023 AA+
Aaa
185,000.00 01/31/2024
01/31/2024

1.7260.755
1,741.92 188,837.30 186,972.18
188,714.09
190,708.92192,450.83
91282CBR1UNITED STATES TREASURYUS GOV

3.079% Fixed N 2.189 AA+
Aaa
350,000.00 03/15/2024
03/15/2024

0.4050.791
261.05 348,550.78 348,814.14
349,075.19
345,871.05346,132.10
91282CCC3UNITED STATES TREASURYUS GOV

1.931% Fixed N 2.357 AA+
Aaa
220,000.00 05/15/2024
05/15/2024

0.3260.823

71.41 219,510.16 219,604.43
219,675.84
217,043.64217,115.05
912828YE4UNITED STATES TREASURYUS GOV

2.705% Fixed N 2.605 AA+
Aaa
300,000.00 08/31/2024
08/31/2024

1.6730.891
1,274.17 294,257.81 296,711.58
297,985.75
302,824.20304,098.37
912828YE4UNITED STATES TREASURYUS GOV

3.336% Fixed N 2.605 AA+
Aaa
370,000.00 08/31/2024
08/31/2024

0.8800.891
1,571.48 376,012.50 373,591.28
375,162.75
373,483.18375,054.66
912828YY0UNITED STATES TREASURYUS GOV

0.774% Fixed N 2.922 AA+
Aaa
85,000.00 12/31/2024
12/31/2024

0.8880.967

4.11 88,453.13 87,162.97
87,167.08
86,962.3186,966.42
912828Z52UNITED STATES TREASURYUS GOV

1.131% Fixed N 2.999 AA+
Aaa
125,000.00 01/31/2025
01/31/2025

0.2570.989
719.26 130,966.80 129,286.50
130,005.76
126,460.00127,179.26
912828ZC7UNITED STATES TREASURYUS GOV

1.972% Fixed N 3.089 AA+
Aaa
220,000.00 02/28/2025
02/28/2025

0.4491.002
840.95 226,943.75 224,659.99
225,500.95
220,842.16221,683.11
Security Type GASB 40 Trade Date San Jacinto, City of (66779)As of 12/31/2021 Return to Table of Contents Dated: 01/07/2022 15 3.A.3.a
Packet Pg. 88
Attachment: 2021-22 December Treasurers Report with signature (Treasurer’s Report at December 31, Summary
Identifier,Description,Security Type
% of MarketValue +Accrued
Coupon Type Callab
le
Duration S&P
Rating,Moody'sRating
Ending Current Units Ending
EffectiveMaturity,Final Maturity
Book
Yield,
Yield
Ending Accrued
Balance
Original Cost Ending Book Value,
Book Value + Accrued
Market Value,
Ending Market Value +
Accrued
912828ZC7UNITED STATES TREASURYUS GOV

0.672% Fixed N 3.089 AA+
Aaa
75,000.00 02/28/2025
02/28/2025

0.8621.002
286.69 75,647.46 75,613.69
75,900.38
75,287.1075,573.79
912828ZL7UNITED STATES TREASURYUS GOV

1.349% Fixed N 3.294 AA+
Aaa
155,000.00 04/30/2025
04/30/2025

0.4591.045

99.55 154,461.13 154,569.50
154,669.06
151,609.38151,708.93
912828ZT0UNITED STATES TREASURYUS GOV

2.034% Fixed N 3.384 AA+
Aaa
235,000.00 05/31/2025
05/31/2025

0.3481.056

51.65 233,971.88 234,217.08
234,268.73
228,666.05228,717.69
912828ZT0UNITED STATES TREASURYUS GOV

1.645% Fixed N 3.384 AA+
Aaa
190,000.00 05/31/2025
05/31/2025

0.3591.056

41.76 189,094.53 189,295.49
189,337.25
184,878.93184,920.69
912828ZW3UNITED STATES TREASURYUS GOV

2.204% Fixed N 3.468 AA+
Aaa
255,000.00 06/30/2025
06/30/2025

0.3441.071

1.76 253,894.34 254,167.71
254,169.47
247,828.13247,829.89
91282CAB7UNITED STATES TREASURYUS GOV

1.512% Fixed N 3.547 AA+
Aaa
175,000.00 07/31/2025
07/31/2025

0.9711.096
183.08 170,358.40 170,569.81
170,752.90
169,811.60169,994.68
91282CAT8UNITED STATES TREASURYUS GOV

1.635% Fixed N 3.792 AA+
Aaa
190,000.00 10/31/2025
10/31/2025

0.4081.135

81.35 188,567.58 188,857.46
188,938.81
183,713.66183,795.01
91282CAZ4UNITED STATES TREASURYUS GOV

1.770% Fixed N 3.866 AA+
Aaa
205,000.00 11/30/2025
11/30/2025

0.4391.155

67.58 204,375.39 204,491.70
204,559.28
198,897.97198,965.55
91282CBC4UNITED STATES TREASURYUS GOV

1.337% Fixed N 3.951 AA+
Aaa
155,000.00 12/31/2025
12/31/2025

0.5921.152

1.61 153,395.51 153,672.36
153,673.97
150,307.68150,309.29
91282CBH3UNITED STATES TREASURYUS GOV

1.078% Fixed N 4.026 AA+
Aaa
125,000.00 01/31/2026
01/31/2026

0.8421.183
196.16 122,236.33 122,660.79
122,856.95
120,986.38121,182.54
91282CBQ3UNITED STATES TREASURYUS GOV

2.902% Fixed N 4.093 AA+
Aaa
335,000.00 02/28/2026
02/28/2026

1.0991.190
569.13 326,520.31 326,858.70
327,427.83
325,643.45326,212.58
91282CBT7UNITED STATES TREASURYUS GOV

2.624% Fixed N 4.155 AA+
Aaa
300,000.00 03/31/2026
03/31/2026

0.7801.197
574.86 299,566.41 299,623.10
300,197.97
294,456.90295,031.76
91282CBW0UNITED STATES TREASURYUS GOV

2.053% Fixed N 4.238 AA+
Aaa
235,000.00 04/30/2026
04/30/2026

0.6871.209
301.86 235,688.48 235,631.84
235,933.70
230,465.20230,767.07
91282CCF6UNITED STATES TREASURYUS GOV

1.919% Fixed N 4.321 AA+
Aaa
220,000.00 05/31/2026
05/31/2026

0.8411.217
145.05 219,028.91 219,137.85
219,282.90
215,600.00215,745.05
91282CCJ8UNITED STATES TREASURYUS GOV

1.095% Fixed N 4.395 AA+
Aaa
125,000.00 06/30/2026
06/30/2026

0.9091.226

3.02 124,804.69 124,814.54
124,817.56
123,086.00123,089.02
91282CCP4UNITED STATES TREASURYUS GOV

2.907% Fixed N 4.486 AA+
Aaa
335,000.00 07/31/2026
07/31/2026

0.7751.234
876.19 332,579.10 332,737.40
333,613.58
325,931.55326,807.74
91282CCZ2UNITED STATES TREASURYUS GOV

3.636% Fixed N 4.620 AA+
Aaa
415,000.00 09/30/2026
09/30/2026

1.1761.250
927.76 409,050.59 409,257.90
410,185.66
407,850.79408,778.56
---UNITED STATES TREASURYUS GOV

53.200% Fixed N 3.349 AA+
Aaa
6,045,000.00 05/29/2025
05/29/2025

0.7291.030
12,127.34 6,045,385.57 6,035,229.86
6,047,357.20
5,968,727.705,980,855.04
Identifier,Description,Security Type
% of MarketValue +Accrued
Coupon Type Callab
le
Duration S&P
Rating,Moody'sRating
Ending Current Units Ending
EffectiveMaturity,Final Maturity
Book
Yield,
Yield
Ending Accrued
Balance
Original Cost Ending Book Value,
Book Value + Accrued
Market Value,
Ending Market Value +
Accrued
Security Type GASB 40 Trade Date San Jacinto, City of (66779)As of 12/31/2021 Return to Table of Contents Dated: 01/07/2022 16 3.A.3.a
Packet Pg. 89
Attachment: 2021-22 December Treasurers Report with signature (Treasurer’s Report at December 31, * Grouped by: Security Type. * Groups Sorted by: Security Type. * Filtered By: Description ≠ "Payable" and Description ≠ "Receivable". * Weighted by: Ending Market Value + Accrued, except Book Yield by Base Book Value + Accrued.

Identifier,Description,Security Type
% of MarketValue +Accrued
Coupon Type Callab
le
Duration S&P
Rating,Moody'sRating
Ending Current Units Ending
EffectiveMaturity,Final Maturity
Book
Yield,
Yield
Ending Accrued
Balance
Original Cost Ending Book Value,
Book Value + Accrued
Market Value,
Ending Market Value +
Accrued
---------
100.000% --- --- 2.662 AA+
Aa1
11,282,901.39 09/14/2024
09/21/2024

0.8160.901
23,794.10 11,328,210.44 11,290,394.44
11,314,188.54
11,218,333.4511,242,127.54
Security Type GASB 40 Trade Date San Jacinto, City of (66779)As of 12/31/2021 Return to Table of Contents Dated: 01/07/2022 17 3.A.3.a
Packet Pg. 90
Attachment: 2021-22 December Treasurers Report with signature (Treasurer’s Report at December 31, Identifier,
Description,Security Type
Interest/
Dividend
Received
Transfers In/Out Purchases Purchased
Accrued
Income
Sales Disposed Accrued Maturities and
Redemptions
Paydowns Net Realized
Gain/Loss
Beginning Original
Cost,
Ending Original Cost
Beginning Market
Value,
Ending Market Value
31846V203FIRST AMER:GVT OBLG YMMFUND

0.30 0.00 9,119.57 0.00 -104.17 0.00 0.00 0.00 0.00 35,791.72 44,807.12
35,791.7244,807.12
CCYUSDReceivableCASH

0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.15

0.19 0.150.19
CCYUSDCashCASH

0.00 -104.17 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00

0.00 0.000.00
912828YE4UNITED STATES TREASURYUS GOV

0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 294,257.81 294,257.81
304,007.70302,824.20
037833DE7APPLE INCCORP

0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 304,260.00 304,260.00
305,991.70305,750.48
3137B4WB8FHMS K-033 A2FHLMC
637.50 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 258,544.92 258,544.92
258,430.95257,464.73
US3137BWWD24FHMS K-725 A2FHLMC
700.47 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 289,012.50 289,012.50
291,259.58289,958.68
912828V80UNITED STATES TREASURYUS GOV

0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 188,837.30 188,837.30
191,619.48190,708.92
3137EAEP0FEDERAL HOME LOAN MORTGAGECORPAGCY BOND

0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 299,769.00 299,769.00
305,563.87304,392.49
912828YE4UNITED STATES TREASURYUS GOV

0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 376,012.50 376,012.50
374,942.83373,483.18
912828YY0UNITED STATES TREASURYUS GOV
743.75 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 88,453.13 88,453.13
87,354.0786,962.31
3130AJHU6FEDERAL HOME LOAN BANKSAGCY BOND

0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 223,884.00 223,884.00
221,307.47221,113.77
3137EAEQ8FEDERAL HOME LOAN MORTGAGECORPAGCY BOND

0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 334,162.50 334,162.50
334,958.62334,251.42
594918AT1MICROSOFT CORPCORP

0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 246,484.45 246,484.45
240,092.49239,996.38
931142EK5WALMART INCCORP
3,825.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 243,666.00 243,666.00
234,661.40234,075.56
3137EAER6FEDERAL HOME LOAN MORTGAGECORPAGCY BOND

0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 334,859.30 334,859.30
334,866.52334,275.61
912828T91UNITED STATES TREASURYUS GOV

0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 114,808.20 114,808.20
112,350.37111,860.54
3133ELG81FEDERAL FARM CREDIT BANKSFUNDING CORPAGCY BOND 502.50 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 333,907.90 333,907.90
334,462.63333,840.15
912828T26UNITED STATES TREASURYUS GOV

0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 263,835.35 263,835.35
259,213.36258,107.94
912828ZC7UNITED STATES TREASURYUS GOV

0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 226,943.75 226,943.75
221,615.68220,842.16
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Attachment: 2021-22 December Treasurers Report with signature (Treasurer’s Report at December 31, Identifier,
Description,Security Type
Interest/
Dividend
Received
Transfers In/Out Purchases Purchased
Accrued
Income
Sales Disposed Accrued Maturities and
Redemptions
Paydowns Net Realized
Gain/Loss
Beginning Original
Cost,
Ending Original Cost
Beginning Market
Value,
Ending Market Value
3137EAEV7FEDERAL HOME LOAN MORTGAGECORPAGCY BOND

0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 234,760.30 234,760.30
233,957.25233,496.85
3135G05X7FEDERAL NATIONAL MORTGAGEASSOCIATIONAGCY BOND

0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 413,057.80 413,057.80
404,996.50403,749.91
713448FB9PEPSICO INCCORP

0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 84,951.55
84,951.55
84,658.6984,546.07
912828Z52UNITED STATES TREASURYUS GOV

0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 130,966.80 130,966.80
126,982.38126,460.00
912828ZW3UNITED STATES TREASURYUS GOV
318.75 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 253,894.34 253,894.34
248,575.27247,828.13
3135G06H1FEDERAL NATIONAL MORTGAGEASSOCIATIONAGCY BOND

0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 319,635.20 319,635.20
318,005.38317,230.05
912828ZT0UNITED STATES TREASURYUS GOV

0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 233,971.88 233,971.88
229,290.20228,666.05
912828ZT0UNITED STATES TREASURYUS GOV

0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 189,094.53 189,094.53
185,383.57184,878.93
91282CAT8UNITED STATES TREASURYUS GOV

0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 188,567.58 188,567.58
184,292.59183,713.66
91282CAZ4UNITED STATES TREASURYUS GOV

0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 204,375.39 204,375.39
199,538.60198,897.97
3133EMRZ7FEDERAL FARM CREDIT BANKSFUNDING CORPAGCY BOND

0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 219,920.80 219,920.80
218,378.01217,745.61
912828ZL7UNITED STATES TREASURYUS GOV

0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 154,461.13 154,461.13
152,087.70151,609.38
91282CBC4UNITED STATES TREASURYUS GOV
290.63 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 153,395.51 153,395.51
150,743.55150,307.68
91282CBH3UNITED STATES TREASURYUS GOV

0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 122,236.33 122,236.33
121,411.13120,986.38
91282CBU4UNITED STATES TREASURYUS GOV

0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 99,968.75
99,968.75
99,710.9099,543.00
91282CBT7UNITED STATES TREASURYUS GOV

0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 299,566.41 299,566.41
295,652.40294,456.90
023135BW5AMAZON.COM INCCORP

0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 144,788.30 144,788.30
143,464.27143,605.35
91282CCC3UNITED STATES TREASURYUS GOV

0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 219,510.16 219,510.16
217,662.50217,043.64
91282CCF6UNITED STATES TREASURYUS GOV

0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 219,028.91 219,028.91
216,545.34215,600.00
91282CBR1UNITED STATES TREASURYUS GOV

0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 348,550.78 348,550.78
346,978.45345,871.05
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Attachment: 2021-22 December Treasurers Report with signature (Treasurer’s Report at December 31, * Weighted by: Ending Market Value + Accrued. * Holdings Displayed by: Lot.

Identifier,Description,Security Type
Interest/
Dividend
Received
Transfers In/Out Purchases Purchased
Accrued
Income
Sales Disposed Accrued Maturities and
Redemptions
Paydowns Net Realized
Gain/Loss
Beginning Original
Cost,
Ending Original Cost
Beginning Market
Value,
Ending Market Value
69371RR40PACCAR FINANCIAL CORPCORP

0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 99,946.00
99,946.00
98,695.6398,286.73
91282CBW0UNITED STATES TREASURYUS GOV

0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 235,688.48 235,688.48
231,420.01230,465.20
30231GBB7EXXON MOBIL CORPCORP

0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 75,000.00
75,000.00
75,789.8075,657.05
91282CCP4UNITED STATES TREASURYUS GOV

0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 332,579.10 332,579.10
327,344.58325,931.55
14913R2P1CATERPILLAR FINANCIAL SERVICESCORPCORP

0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 179,755.20 179,755.20
178,011.12177,581.04
89236TJN6TOYOTA MOTOR CREDIT CORPCORP

0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 279,868.40 279,868.40
276,708.66276,219.95
3137AXHP1FHMS K-024 A2FHLMC CMO
683.91 0.00 0.00 0.00 0.00 0.00 0.00 -869.88 0.00 318,652.66 317,783.63
323,171.13321,560.76
91282CCJ8UNITED STATES TREASURYUS GOV
546.88 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 124,804.69 124,804.69
123,647.50123,086.00
91282CBQ3UNITED STATES TREASURYUS GOV

0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 326,520.31 326,520.31
326,860.51325,643.45
912828ZC7UNITED STATES TREASURYUS GOV

0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 75,647.46
75,647.46
75,550.8075,287.10
91282CAB7UNITED STATES TREASURYUS GOV

0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 170,358.40 170,358.40
170,365.30169,811.60
91282CCZ2UNITED STATES TREASURYUS GOV

0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 409,050.59 409,050.59
409,844.87407,850.79
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8,249.69 -104.17 9,119.57 0.00 -104.17 0.00 0.00 -869.88 0.00 11,320,064.22 11,328,210.63
11,244,215.2011,218,333.64
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Attachment: 2021-22 December Treasurers Report with signature (Treasurer’s Report at December 31, Additional Disclosure:

This information is for the sole purposes of the client and is not intended to provide specific advice or recommendations. Please review the contents of this information carefully. Should you have any questions regarding theinformation presented, calculation methodology, investment portfolio, security detail, or any other facet of this information, please feel free to contact us.Public Trust Advisors, LLC (Public Trust) statements and reports are intended to detail our investment advisory activity as well as the activity of certain client accounts managed by Public Trust. The custodian bank maintainsthe control of assets and executes and settles all investment transactions. The custodian statement is the official record of security and cash holdings transactions. Public Trust recognizes that clients may use these reports tofacilitate record keeping; therefore, it is recommended that the client reconcile this information with their custodian bank statement. Many custodians use a settlement date basis that may result in the need to reconcile due to atiming difference. The underlying market value, amortized cost, and accrued interest may differ between the custodian and this statement or report. This can be attributed to differences in calculation methodologies and pricingsources used.Public Trust does not have the authority to withdraw funds from or deposit funds to the custodian. Our clients retain responsibility for their internal accounting policies, implementing and enforcing internal controls, andgenerating ledger entries or otherwise recording transactions. The total market value represents prices obtained from various sources; it may be impacted by the frequency at which prices are reported, and such prices are notguaranteed. Prices received from pricing vendors are generally based on current market quotes but when such quotes are not available, the pricing vendors use a variety of techniques to estimate value. These estimates,particularly for fixed-income securities, may be based on certain minimum principal amounts (e.g. $1 million) and may not reflect all the factors that affect the value of the security including liquidity risk. The prices provided arenot firm bids or offers. Certain securities may reflect N/A or unavailable where the price for such security is generally not available from a pricing source. The market value of a security, including those priced at par value, maydiffer from its purchase price and may not closely reflect the value at which the security may be sold or purchased based on various market factors. The securities in this investment portfolio, including shares of mutual funds,are not guaranteed or otherwise protected by Public Trust, the FDIC (except for certain non-negotiable certificates of deposit), or any government agency unless specifically stated otherwise.Clients may be permitted to establish one or more unmanaged accounts for the purposes of client reporting. Clients may also be permitted to provide externally managed assets for the purposes of client reporting. Public Trustdefines unmanaged accounts or assets as one where the investment direction remains the sole responsibility of the client rather than the Investment Manager. Unmanaged accounts or external assets do not receive ongoingsupervision and monitoring services. The Investment Manager does not make any investment recommendations and may not charge a fee for reporting on these accounts or assets. The primary purpose for this service is toinclude unmanaged accounts or assets owned by the client in the performance reports provided by the Investment Manager. The Investment Manager assumes no liability for the underlying performance of any unmanagedaccounts or assets, and it is the client’s sole responsibility for the accuracy or correctness of any such performance.Beginning and ending balances are based on market value plus accrued interest on a trade date basis. Statements and reports made available to the end user either from Public Trust or through the online reporting platformmay present information and portfolio analytics using various optional methods including, but not limited to, historical cost, amortized cost, and market value. All information is assumed to be correct, but the accuracy has notbeen confirmed and therefore is not guaranteed to be correct. Information is obtained from third party sources that may or may not be verified. The data in this report is unaudited and is only applicable for the date denoted onthe report. Market values may change day-to-day based on numerous circumstances such as trading volume, news released about the underlying issuer, issuer performance, etc. Underlying market values may be priced vianumerous aspects as certain securities are short term in nature and not readily traded. Performance results are shown net of all fees and expenses and reflect the reinvestment of dividends and other earnings.Many factors affect performance including changes in market conditions and interest rates and in response to other economic, political, or financial developments. Investment involves risk including the possible loss ofprincipal. No assurance can be given that the performance objectives of a given strategy will be achieved. Past performance is no guarantee of future results. Any financial and/or investment decision may incur losses.The investment advisor providing these services is Public Trust Advisors, LLC, an investment adviser registered with the U.S. Securities and Exchange Commission (SEC) under the Investment Advisers Act of 1940, asamended. Registration with the SEC does not imply a certain level of skill or training. Public Trust is required to maintain a written disclosure brochure of our background and business experience. If you would like to receive acopy of our current disclosure brochure, Privacy Policy, or Code of Ethics, or have any questions regarding your account please contact us.Public Trust Advisors717 17th St. Suite 1850Denver, CO 80202

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Attachment: 2021-22 December Treasurers Report with signature (Treasurer’s Report at December 31, February 1, 2022
TO: City Council
REQUESTED BY: Julia Espinoza, Deputy City Clerk
APPROVED BY: Robert A. Johnson, City Manager
SUBJECT: Virtual Meeting Findings
RECOMMENDATION:

DISCUSSION:

AB 361, adopted and effective this year, amended the Brown Act to allow city councils to meet virtually without a physical meeting location during or following a proclaimed state of emergency. To meet virtually, the City Council must make a finding that state and local officials continue to recommend measures to promote social distancing. The finding must be renewed every 30 days. Meetings under AB 361 will comply with the Brown Act if the public may observe and participate in the meeting telephonically or electronically. The posted agenda includes instructions for public participation.

The City Council had been meeting virtually under the previous Executive Order, which was replaced by AB 361. However, the City Council recently returned to holding standard in-person meetings in October. As a result of the omicron variant, the State Health Officer issued a statewide mandate to wear masks indoors in all public places. Therefore, this meeting has been moved to a virtual location. Making the AB 361 Findings will enable, but not require, the City Council and other City Boards to continue meeting virtually for the next 30 days.

FISCAL IMPACT:

None.

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February 1, 2022
TO: City Council
REQUESTED BY: Arthur Mullen, Water Utilities Superintendent APPROVED BY: Robert A. Johnson, City Manager
SUBJECT: Contract Extensions for Landscape and Irrigation Maintenance Agreements
RECOMMENDATION:

Staff recommends that the City Council:

1. AUTHORIZE the City Manager to issue a one-year extension of the Landscape and Irrigation Maintenance Agreement for Inland Empire Landscaping in the amount of $406,641.96 annually.

DISCUSSION:

On January 22, 2019, the San Jacinto City Council approved two contracts to provide landscape and irrigation maintenance to over 150 acres of parks, parkways, and City right-of-ways. The contracts were awarded to Inland Empire Landscaping and Executive Image in the amounts of $406,641.96 and $235,680.00, respectively, after a Request for Proposal (RFP) process conducted through PlanetBids.

The contracts were effective on March 1, 2019, for an initial three-year term with five possible one-year extensions. As the initial contracts expire on March 1, 2022, it is necessary for the City to take action to preserve landscape and irrigation maintenance services. Staff has consistently monitored both companies and have determined that the quality of work provided by each has been satisfactorily performed to City standards. Accordingly, staff recommends that the City exercises the option to extend each contract by one year.

The goal of the 2018 RFP was to ascertain if one company would be able to provide a citywide service. Based on the review of the proposals by the RFP review committee, and the follow up interviews with the proposers, the outcome did not produce a sole contractor that would be able to handle the needs of the City. Accordingly, the City was divided into two areas, each with a contractor assigned to it. Inland Empire Landscaping is responsible for maintaining all areas west of State Street, and Executive Image is responsible for all areas east of State Street.

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Neither of the contracts contain a price escalator. As such, neither firm has received a contract increase in the past three years. Executive Image has requested a contract increase in the amount of $47,136.00 annually. Costs for labor and common materials, such as mulch, compost, and PVC pipe, have increased significantly since the original contract was negotiated, with PVC rising approximately 80% over that time. Anticipating this increase, staff included the additional cost in the adopted FY 21/22 budget. While significant, staff believes that the requested increase is reasonable and recommends that the City Council approve the increase.

Funding for approximately 24 older areas of the City is derived from the Landscape and Lighting Parks District 1 (LLPD1). The maintenance costs for LLPD1 areas are subsidized by the General Fund, and have been for some time, due to the lack of an escalation clause for LLPD1.

Areas in LLPD1 include Rancho Park, Mistletoe Park, Hoffman Park, Ramona Boulevard, and various parkways and medians in the LLPD1 assessment district.

Commencing in 2003, new development in the City was annexed to the newly created LLPD2 with associated zones. LLPD2 zones were established with updated engineer forecasts, which include future maintenance costs, and funding escalations. 58 residential and commercial LLPD2 zones with landscape and irrigation are maintained by the City. LLPD2 zones generate individual funding and are levied annually via the Riverside County property tax roll. In essence, each zone’s budget is financially self-sustaining.

FISCAL IMPACT:

The impact is a 6.1% annual cost increase to the General Fund to subsidize LLPD1. All costs associated with individual LLPD2 zones are within budget and will not affect the General Fund.

The contract extension amount for Inland Empire Landscaping is $406,641.96, and is included in the adopted FY 21/22 budget.

The contract extension amount for Executive Image, including the proposed contract increase, is $282,816.00, and is included in the adopted FY 21/22 budget.

ATTACHMENTS:

Landscape and Irrigation Maintenance Services Agreement (Inland Empire Landscaping) Landscape and Irrigation Maintenance Services Agreement (Executive Image)

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Attachment: Landscape and Irrigation Maintenance Services Agreement (Inland Empire Landscaping) (Contract Extensions for Landscape and

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Attachment: Landscape and Irrigation Maintenance Services Agreement (Executive Image) (Contract Extensions for Landscape and Irrigation

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Attachment: Landscape and Irrigation Maintenance Services Agreement (Executive Image) (Contract Extensions for Landscape and Irrigation

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Attachment: Landscape and Irrigation Maintenance Services Agreement (Executive Image) (Contract Extensions for Landscape and Irrigation

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Attachment: Landscape and Irrigation Maintenance Services Agreement (Executive Image) (Contract Extensions for Landscape and Irrigation

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Attachment: Landscape and Irrigation Maintenance Services Agreement (Executive Image) (Contract Extensions for Landscape and Irrigation

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Attachment: Landscape and Irrigation Maintenance Services Agreement (Executive Image) (Contract Extensions for Landscape and Irrigation

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Attachment: Landscape and Irrigation Maintenance Services Agreement (Executive Image) (Contract Extensions for Landscape and Irrigation

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Attachment: Landscape and Irrigation Maintenance Services Agreement (Executive Image) (Contract Extensions for Landscape and Irrigation

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Attachment: Landscape and Irrigation Maintenance Services Agreement (Executive Image) (Contract Extensions for Landscape and Irrigation

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Attachment: Landscape and Irrigation Maintenance Services Agreement (Executive Image) (Contract Extensions for Landscape and Irrigation February 1, 2022
TO: City Council
REQUESTED BY: Julia Espinoza, Deputy City Clerk
APPROVED BY: Robert A. Johnson, City Manager
SUBJECT: The Cove Specific Plan, Northbound Local Street Closure for Warren Road
RECOMMENDATION:

Staff recommends that the City Council approve northbound local street closure of Warren Road between Cottonwood Avenue and Upperline Drive for up to 10 working days.

DISCUSSION:

In January 2003, the City Council approved the City Specific Plan subject to conditions of approval, including the widening of Warren Road from Cottonwood Avenue to Upperline Drive.

The road was constructed by the developer, KB Home Coastal, from 2007-2008, but was never accepted by the City for maintenance.

As KB Home Coastal winds up home production within the Specific Plan, the Warren Road Improvements should be turned over to the City for maintenance. As the road has been in service since 2008, a grind and AC overlay is required to rehabilitate the road surface. As there is only one northbound lane and a raised median, the contractor must close the northbound lane in order to safely install the overlay.

The developer proposes to start the repair in February and close the northbound lane for up to 10 working days. As part of the proposed closure, the developer prepared a traffic control plan and detour plan (Attachment 1) related to this work. The detour plan will take northbound traffic around the work zone using Cottonwood Avenue and Sanderson Avenue. No traffic will be detoured through the Cove development.

City staff recommends approval of the northbound local street closure of Warren Road between Cottonwood Avenue and Upperline Drive, subject to proper notification to City Inspectors, local emergency responders, trash pickup services, street sweeping, mail delivery, San Jacinto Unified School District, and local residents and businesses.

FISCAL IMPACT:

There is no fiscal impact to the City.

ATTACHMENTS:

Traffic Plan for Warren Road Closure (prepared by Rick Engineering Company)

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Packet Pg. 167 Attachment: Traffic Plan for Warren Road Closure (prepared by Rick Engineering Company) (The Cove Specific Plan, Northbound Local Street Closure for Warren Road)

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Packet Pg. 168 Attachment: Traffic Plan for Warren Road Closure (prepared by Rick Engineering Company) (The Cove Specific Plan, Northbound Local Street Closure for Warren Road)

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Packet Pg. 169 Attachment: Traffic Plan for Warren Road Closure (prepared by Rick Engineering Company) (The Cove Specific Plan, Northbound Local Street Closure for Warren Road) February 1, 2022
TO: City Council
REQUESTED BY: Travis Randel, Community Development Director APPROVED BY: Robert A. Johnson, City Manager
SUBJECT: 6th Cycle - 2021-2029 - San Jacinto Housing Element RECOMMENDATION:

Staff recommends that the City Council:

3. ADOPT Resolution No. 3895 thereby ADOPTING the San Jacinto 6th Cycle (2021- 2029) Housing Element.

BACKGROUND:

The California Government Code requires that all cities and counties adopt a Housing Element as one of the mandatory components of their General Plan. The Housing Element establishes the City’s housing-related policies to ensure that housing needs of all residents in San Jacinto are met. The Housing Element must also include an action plan to implement those policies and promote safe, decent, and affordable housing for all.

The Housing Element must be updated every eight years (known as a Cycle) to evaluate its effectiveness in achieving its stated housing goals and objectives, account for changes in the economic and regulatory landscape, and accommodate the City’s Regional Housing Needs Assessment (RHNA) obligation. The City’s 5th Cycle Housing Element was finalized and adopted in September 2013 and covers the time frame from 2013 to 2021.

The 6th Cycle is an update of the City’s 2013-2021 Housing Element (5th Cycle) that began on October 15th, 2021 and covers the period through 2029.

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State Housing Law (Government Code Section 65583) requires that a “housing element shall consist of an identification and analysis of existing and projected housing needs and a statement of goals, policies, quantified objectives, financial resources, and scheduled programs for the preservation, improvement, and development of housing. The housing element shall identify adequate sites for housing, including rental housing, factory-built housing, and mobile homes, and shall make adequate provision for the existing and projected needs of all economic segments of the community.”
The Housing Element is required to provide an assessment and inventory of resources and constraints which includes all of the following:
 Analysis of population and employment trends, documentation of projections, and a quantification of the locality’s existing and projected housing needs for all income levels.

Such existing and projected needs shall include the locality’s share of the regional housing need in accordance with Section 65584 of the Government Code.  Analysis and documentation of household characteristics, including level of payment compared to ability to pay, housing characteristics, including overcrowding, and housing stock condition.
 An inventory of land suitable for residential development, including vacant sites and sites having potential for redevelopment, and an analysis of the relationship between zoning, public facilities, and city services to these sites.
 Analysis of potential and actual governmental constraints upon the maintenance, improvement, or development of housing for all income levels and for persons with disabilities, including land use controls, building codes and their enforcement, site improvements, fees and other exactions required of developers, local processing and permit procedures, and any locally adopted ordinances that directly impact the cost and supply of residential development.
 Analysis of potential and actual non-governmental constraints upon the maintenance, improvement, or development of housing for all income levels, including the availability of financing, the price of land, the cost of construction, requests to develop housing at densities below the minimum densities in the inventory of sites, and the length of time between receiving approval for a housing development and submittal of an application for building permits that hinder the construction of a locality’s share of the regional housing need.
 The identification of a zone or zones where emergency shelters are allowed as a permitted use without a conditional use or other discretionary permit.  Analysis of any special housing needs, such as those of the elderly, disabled, including developmentally disabled, large families, farmworkers, families with female heads of households, and families and persons in need of emergency shelter.  Analysis of opportunities for energy conservation with respect to residential development.

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 Analysis of existing assisted multifamily rental housing developments that are eligible to change from low-income housing to market-rate during the next 10 years.

REGIONAL HOUSING NEEDS ASSESSMENT PROCESS (RHNA)
The Regional Housing Needs Assessment (RHNA) is mandated by State Housing Law as part of the periodic process of updating local housing elements of the General Plan. RHNA quantifies the need for housing within each jurisdiction during specified planning periods.

Every eight years, the California Department of Housing and Community Development (HCD) undertakes the RHNA process. The process results in an estimated number of housing units that must be planned for and accommodated across the State for the 8-year cycle to keep pace with housing need and expected demand. HCD considers observed and expected population growth, household characteristics and employment growth to determine the overall RHNA need for the State.

The statewide RHNA need is then distributed to regional planning agencies who are responsible for allocating the portions of the RHNA to individual cities and counties. The Southern California Association of Governments (SCAG), which includes all of Ventura, Los Angeles, Orange, San Bernardino, Riverside and Imperial Counties, is estimated to have a population of approximately 20 million people and approximately 6.8 million households by 2029. HCD’s final 6th-Cycle RHNA allocation for the six-county SCAG region is more than 1.3 million new units during this cycle. (HCD Final Regional Housing Need Assessment – October 15, 2019).

SCAG finalized its method of distributing these 1.3 million units across its 191 member jurisdictions in March 2020.

For the 2021-2029 6th Cycle, the City of San Jacinto’s RHNA obligation is 3,392 new housing units (SCAG 6th-Cycle Final RHNA). The RHNA obligation is broken down as follows:

TABLE 1: REGIONAL HOUSING NEEDS ALLOCATION, 2021-2029
Income Category Income Limit – Riverside County Median
Family Income ($75,300/year) Allocation Percentage
Extremely Low 0-30% AMI Less than $22,590 400 11.5%
Very Low 30% - 50% AMI $37,650 400 11.5%
Low 50% - 80% AMI $60,250 465 14%
Moderate 80% - 120% AMI $90,360 560 17%
Above Moderate More than 120% AMI Over $90,360 1,567 46% Total 3,392 100%
Source: Southern California Association of Governments, 2021 The Housing Element must demonstrate that there is enough land available and zoned to accommodate the development of at least 3,392 units throughout the City over the upcoming 6th Cycle. The City is responsible for tracking, monitoring, and reporting to the State, on an annual basis, the number of units produced (built) to meet the RHNA obligation.

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Historically, the City has observed that many sites do not develop to full density capacity, falling short of anticipated production. To ensure the City meets the minimum of 3,392 units, the City must identify enough sites that can provide an additional buffer of approximately 25% more units. This is known as “No Net Loss” and ensures that if sites are not developed at the density identified, are developed with uses other than housing, or otherwise become unavailable during the cycle, there is enough land in reserve to ensure the RHNA obligations are continuously met.

As a result, the Housing Element includes the identification of enough sites to accommodate approximately 4,253 units for the 2021-2029 Cycle.

To estimate the number of affordable units, HCD uses density as a metric. Sites that allow moderate density (30 dwelling units per acre) are assumed to be able to accommodate housing affordable to low- and very low-income households. In the Update, the City must ensure that the number of affordable units are accommodated and that all reasonable steps are taken to facilitate their development – including the adoption of policies and actions to encourage the development and preservation of affordable units in particular.

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DISCUSSION:

COMPREHENSIVE GENERAL PLAN UPDATE / PROPOSED LAND USE MAP In 2018, the City Council authorized a robust effort to comprehensively update the General Plan, including its Land Use Plan, to better reflect community priorities and plan to accommodate a mix of new residential and nonresidential development in more dense and sustainable patterns.

As part of this effort, the City engaged the community through online surveys, visioning workshops, stakeholder interviews, property owner discussions, direct mailers, social media, and study sessions and public hearings to identify land use priorities. Through this process, the project team developed a Proposed Land Use Map, and new land use designations, to support new higher-density residential and mixed-use development in key areas of the City in need of investment and revitalization.

The Proposed Land Use Map and designations were presented to the Planning Commission for discussion in September 2020 and to the City Council in October 2020, at which time both groups accepted the Proposed Land Use Plan and directed Staff to move forward with preparing the General Plan policy document and conducting the required environmental review associated with implementation of the Proposed Land Use Map.

The City issued a Notice of Preparation of an Environmental Impact Report for the General Plan Update in December 2020. The City is nearly complete with its General Plan Update and it is anticipated that the project will be scheduled for public hearings in the Spring of 2022. As part of that effort, the project also includes a comprehensive update to the Development Code to be consistent with the new General Plan (upon its adoption) and allow for the implementation of new zoning districts and standards.

Four residential land use designations are proposed to have an increase in the maximum density, which include the Low Density Residential, Medium Density Residential, High Density Residential, and Very High Density Residential. In addition, the proposed General Plan includes new designations, called Downtown Village and Mixed Use that will allow higher density residential, mixed-use, and commercial developments.

Given the concurrent processes of the comprehensive General Plan Update and Housing Element Update, the City has chosen to reflect the proposed land use designations for sites identified in the Housing Element as suitable for accommodating the City’s RHNA.

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TABLE 2: DRAFT GENERAL PLAN RESIDENTIAL LAND USE DESIGNATIONS Land Use Designation
Existing Maximum Density
(dwelling units / acre)
Proposed Maximum Density
(dwelling units / acre) Notes
Estate Residential 0.5 N/A Consolidated to Very
Low Density
Residential
Rural Residential 2 N/A
Very Low Density Residential N/A 2
Low Density Residential 5 7 Existing Designation
Medium Density Residential 10 14 Existing Designation
Medium High Density Residential 14 N/A Consolidated to High High Density Residential 18 22 Density Residential
Very High Density Residential 22 32 Existing Designation Mixed Use N/A 36 New Designation
Downtown Commercial 5 Name Changed to
Downtown Village N/A 40 Downtown Village
The proposed Housing Element also identifies the development capacity of the sites identified to accommodate the City’s RHNA based on the current General Plan designations. It should be noted that these sites alone, based on their current designations, do not support development at densities above 30 du/ac, nor would they accommodate the City’s entire RHNA. As such, the Housing Element includes a program to adopt an updated General Plan, including a new Land Use Map, and updated Development Code to 1) support the City’s land use vision and 2) accommodate the City’s RHNA.

SITES FOR HOUSING DEVELOPMENT
Housing element law requires an inventory of land suitable for residential development (Government Code Section 65583(a)(3)). An important purpose of this inventory is to determine whether a jurisdiction has allocated sufficient land for the development of housing to meet the jurisdiction’s share of the regional housing need, including housing to accommodate the needs of all household income levels.

The proposed Housing Element identifies only vacant sites between 0.50 acres and 10 acres in size that are planned to accommodate residential uses within the City. It is noted that the City also has smaller sites, larger size, sites in environmentally constrained areas (i.e., flood zones), sites currently in use for agricultural purposes, and underutilized sites (sites where a significant portion of the property is vacant and there is a potential for additional residential units) that may be suitable to accommodate future residential development; however, these sites are not necessary to accommodate the City’s RHNA and are not included in the proposed inventory. In other words, the proposed Housing Element has identified a very conservative estimate of land availability and the actual availability of land to accommodate new residential development far exceeds those sites identified in the Housing Element.

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Housing Affordable to Lower-Income Households
The California Government Code states that if a local government has adopted density standards consistent with the population based criteria set by State law (at least 30 units per acre for San Jacinto), HCD is obligated to accept sites with those density standards (30 units per acre or higher) as appropriate for accommodating the jurisdictions share of regional housing need for lower-income households. Per Government Code Section 65583.2(c)(3)(B), sites proposed for Very High Density Residential, Downtown Village, and Mixed-Use are consistent with the default density standard (30 units per acre) for metropolitan jurisdictions such as San Jacinto and therefore considered appropriate to accommodate housing for lower-income households. It should be noted that housing in San Jacinto is, in general, much more affordable than housing in the region; projects developed at densities lower than 30 du/ac are regularly affordable to lowerand moderate-income households (based on market rates). However, the City strives to provide a range of diverse and affordable housing options at a variety of income levels, and has placed a particular emphasis this cycle on planning to accommodate higher densities than traditionally allowed in order to further incentivize affordable housing development in the City.

Vacant Land Identified for Residential Development
Table 3 summarizes the anticipated housing unit capacity based on vacant sites proposed for residential development. Residential capacity for each vacant parcel is based on the proposed land use for each parcel. Each parcel is assumed to develop at 50% of its maximum capacity, which allows for setbacks, landscaping, right-of-way dedications, and changes in market conditions, which may impact a site’s development potential. See Figure 1 of the Housing Element for a map of these sites. The vacant properties, identified in Table 3, have the potential to yield 2,523 units, 105 of which are accommodated within the City’s proposed Very High Density designation and suitable to accommodate a portion of the City’s lower income RHNA.

TABLE 3: VACANT RESIDENTIAL SITES
Proposed Land
Use/Zoning Max Density Acres Proposed Capacity
Current
Capacity Affordability
Very Low Density 2 151.4 151 221 Moderate/Above
Moderate
Low Density 7 225.8 563 227 Moderate/Above
Moderate
Medium Density 14 115.8 509 302 Moderate/Above
Moderate
High Density 22 60.6 403 264 Moderate/Above
Moderate
Very High Density 32 6.6 105 62 Very Low/Low
Total - 506.10 2,523 1,757 -
Source: City of San Jacinto, 2021

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Vacant Land Identified for Mixed-Use Development
The Proposed Land Use Map identifies 833 acres for mixed-use development at densities up to 36 du/ac (Mixed-Use), and an additional 60 acres for mixed-use development at densities up to 40 du/ac (Downtown Village). However, for the purposes of accommodating the City’s RHNA, the City has only considered vacant sites between 0.50 acres and 10 acres as suitable for meeting the City’s housing needs.

Using these criteria, the City has identified 85.5 acres designated for Mixed-Use (10% of all Mixed-Use Sites) and 4.5 acres of land designated for Downtown Village (7.5% of all Downtown Village sites). When determining realistic capacity of these sites, the City has only counted 50% of the maximum capacity. Based on these factors, the City has identified capacity to accommodate up to 1,628 units in its two new mixed-use designations (1,538 units in “MixedUse” and 90 units in “Downtown Village”). Given the allowable densities associated with these categories, these units are anticipated to accommodate a majority of the City’s lower-income RHNA. Currently, the City does not have any developments at these densities (the maximum density currently allowed is 22 du/ac). The Housing Element anticipates that this new development type will significantly expand the range of housing options in San Jacinto and contribute to the development of more affordable units in the City. Table 3 summarizes the anticipated housing unit capacity based on vacant sites proposed for mixed-use development.

TABLE 4: VACANT MIXED-USE SITES
Proposed Land
Use/Zoning Max Density Acres Proposed Capacity
Current
Capacity Affordability
Mixed-Use 36 85.5 1,538 248 Lower
Downtown Village 40 4.5 90 38 Lower
Total - 90 1,628 286
Source: City of San Jacinto, 2021
Adequacy of Sites for RHNA
With adoption of the Proposed Land Use Map included as part of the comprehensive General Plan Update, the City has identified sufficient capacity to accommodate its RHNA and provide a surplus of capacity at all income levels. The approach taken to identify suitable sites to accommodate the City’s RHNA is conservative; the City has only considered vacant sites between 0.50 acres and 10 acres in size and has considered the reasonable capacity of each site to be 50% of the proposed maximum density. As previously noted, the Proposed Land Use Map has already been reviewed by the Planning Commission and City Council and a Notice of Preparation of an Environmental Impact Report, analyzing the implementation of the Proposed Land Use Map, has been circulated. Public review of the General Plan and environmental documents is scheduled for Spring 2022.

Overall, the site inventory analysis, reflective of the Proposed Land Use Map designations, yields an estimated development capacity of at least 4,253 units. Based on these numbers, along

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with development of ADUs, the City is able to meet its 2021-2029 regional housing need of 3,392 and provide a surplus of sites for all income levels.

TABLE 5: RHNA SITE INVENTORY
RHNA Strategy Lower Income
(0-80% AMI)
Moderate Income
(81-120% AMI)
Above Moderate
Income (120%+ AMI)
Total
2021-2029 RHNA 1,265 560 1,567 3,392
Vacant Sites Designated for Residential
Development (Outside Specific Plans) 105 725 1,693 2,523 Vacant Sites Designated for Residential
Development (Inside the Cove Specific
Plan)
0 30 72 102
Vacant Sites Designated for Mixed-Use
Development 1,628 0 0 1,628
Remaining RHNA After Sites Applied +468 (surplus) +195 (surplus) +198 (surplus) +861 (surplus) Percent Surplus 37% 35% 13% 25%
Source: City of San Jacinto, 2021

HOUSING AND COMMUNITY DEVELOPMENT REVIEW
Unlike the other elements of the General Plan, the Housing Element is required to be reviewed and approved by the California Department of Housing and Community Development (HCD).

Once a Housing Element is completed by a jurisdiction, it is submitted to the State for review.

Under statute, the state has 60 days to provide comments and findings to the local jurisdiction.

Once the jurisdiction receives the findings from HCD, the jurisdiction can then revise the housing element to comply with the statute and adopt it OR adopt the draft without revising it. If it adopts the draft without making any revisions, it must specify in the resolution the findings that explain why the housing element complies with the statute. After the adoption, the jurisdiction must promptly submit its adopted housing element to HCD for review. HCD has 90 days to review the adopted housing element and report its findings back to the jurisdiction. This housing element was submitted to the state on November 23, 2021, and comments were received on January 21, 2022 (attached).

The comments received by the HCD were numerous, but generally non-substantive and nuanced, as the comments, information requested, and recommended changes are unlikely to produce any additional housing units within the City. However, to ensure HCD approval of the final Housing Element, staff has worked diligently to address all of the comments and concerns to provide a final, inclusive, Housing Element.

The comments and recommended remedies are summarized below:

A. Review and Revision. HCD has requested a more thorough, program-by-program review of the City’s performance in addressing housing goals. As previously noted, the 5th cycle Housing Element covered 2013-2021 which included the tail end of the Great Recession.

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As such, some of the programs failed to meet the objectives of the Housing Element and will be further analyzed and addressed in the Housing Element.

B. Housing Needs, Resources, and Constraints. HCD’s comments primarily focused on the Assessment of Fair Housing and Affirmatively Further Fair Housing programs. To address the comments, staff has compiled additional statistics regarding Enforcement and Outreach, Local Data and Knowledge, historical land use and investment practices, Integration and Segregation across racial groups, income, disabilities and familial status, Disparities in Access to Opportunity, Disproportionate Housing Needs and Displacement Risks, Site Inventory, Contributing Factors and Goals, Priorities, Metrics and Milestones.

C. Household Characteristics. HCD has requested additional analysis of the condition of existing housing stock and an estimate of the number of units in need of rehabilitation or replacement.

D. Site Inventory. HCD has requested additional analysis of the Site Inventory list. While some of the comments are substantive and require additional analysis, most appear to require simple clarifications which have been included.

E. Zoning for a Variety of Housing Types. HCD has requested additional analysis of the existing and proposed zoning designations related to the permissibility of Emergency Shelters, Transitional and Supportive Housing, Housing for Farmworkers, and Accessory Dwelling Units. Staff has expanded the narrative of these sections to provide a more comprehensive overview.

F. Land Use Controls. HCD has requested additional information on local land use controls, including changes to the Development Code envisions as part of the General Plan update.

Staff has provided additional narrative of the goals and objectives of the General Plan 2040 update including anticipates Development Code Updates.

G. Fees and Exactions. HCD has requested information regarding local fees and development exactions. Staff has prepared a comparison, based on the 2018 WRCOG study comparing San Jacinto impact and development fees to other cities within the region.

H. Local Processing and Permit Procedures. HCD has requested additional information regarding the local processing of entitlements including Site Plan and Design Review, On and Off-Site improvements, Building Code Amendments and additional information regarding Housing for Persons with Disabilities.

I. Housing Programs. HCD has requested additional information be added to the Housing Programs to identify how and when certain monitoring and reviews will be completed by the City.

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J. Public Participation. HCD has requested clarification on the Public Participation Process outlined in Appendix B
Although the comments appear punitive in nature, rather than constructive or beneficial to generating housing units in the City, staff has addressed each item to ensure that the final review of the Housing Element will result in HCD approval.

PLANNING COMMISSION REVIEW
On December 14, 2021, the Planning Commission held a public hearing to review the Draft Housing Element, solicit comments from the public and provide feedback on the Draft Housing Element. These comments and feedback, along with comments received from HCD, were consolidated into the attached final draft. As a result, the final Draft Housing Element contains redline strikethrough notations to clearly indicate what changes were made by staff to the November 23, 2021, public draft. Items listed in “red” have been added, whereas items listed in “strikethrough”, were removed. No public speakers or commenters spoke at the Planning Commission, nor were there any significant issues or concerns raised by the Planning Commission. The Planning Commission voted unanimously to recommend that the City Council adopt the Draft Housing Element.

ENVIRONMENTAL DETERMINATION:

Pursuant to CEQA Guidelines §15060(c)(2), additional environmental review is not required as the activity will not result in a direct or reasonably foreseeable indirect physical change in the environment. In addition, the adoption of the 2021-2029 Housing Element is covered by the common sense exemption outlined in CEQA Guidelines §15061(b)(3) as CEQA applies only to projects which have the potential for causing a significant effect on the environment. Where it can be seen with certainty that there is no possibility that the activity in question may have a significant effect on the environment, the activity is not subject to CEQA. Adoption of a revised housing element does not have the potential to adversely affect the physical environmental, as the activity merely require adherence to state law requirements necessary to bring the Housing Element to conformance to state law. Further, the City is currently undertaking a comprehensive General Plan Update and associated Environmental Impact Report to address any changes in land uses, standards, or designations, necessary to implement the Housing Plan.

ATTACHMENTS:

Resolution 3895
6th Cycle San Jacinto Housing Element - Final Draft
HCD 6th Cycle Draft Housing Element Comment Letter - January 2022 6th Cycle SCAG Final Allocation Plan - July 2021
6th Cycle Final RHNA Methodology - March 2020
6th Cycle HCD Approval Letter - March 2021
HCD Housing Element Site Inventory Guidebook
Affirmatively Furthering Fair Housing Guidebook

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STATE OF CALIFORNIA ) RESOLUTION NO. 3895
COUNTY OF RIVERSIDE)ss

CITY OF SAN JACINTO )

A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF SAN

JACINTO, CALIFORNIA, AMENDING THE GENERAL PLAN TO

REPLACE THE HOUSING ELEMENT AND HOUSING ELEMENT

BACKGROUND REPORT IN THEIR ENTIRETY, AND TO ADOPT THE
6TH CYCLE 2021-2029 HOUSING ELEMENT UPDATE OF THE CITY OF

SAN JACINTO
WHEREAS, the California Legislature has determined that the availability of housing is a matter of statewide importance and the cooperation between government and the private sector is critical to attainment of the State’s housing goals; and WHEREAS, California Government Code Section 65588(b) requires the City of San Jacinto (“City”) to periodically prepare an update to the Housing Element of its General Plan; and
WHEREAS, the General Plan Housing Element serves as a policy and action guide to address the comprehensive housing needs of the City of San Jacinto; and WHEREAS, the City of San Jacinto prepared the 6th Cycle 2021-2029 Housing Element Update in accordance with California Housing Element Law (Government Code section 65580 et. seq.); and
WHEREAS, California Government Code Section 65583 requires that the Housing Element Update contain: (i) an assessment of the City’s housing needs and an analysis of the resources and constraints, both governmental and non-governmental, relevant to the meeting of these needs; (ii) an inventory of land suitable and available for residential development and an analysis of the development potential of such sites; (iii) a statement of the community’s goals, quantified objectives, and policies relative to the maintenance, preservation, improvement, and development of housing; and (iv) programs that set forth a schedule of actions the local government is undertaking or intends to undertake to implement the policies and achieve the goals and objectives of the Housing Element Update; and
WHEREAS, Housing Element Law requires the Housing Element to identify adequate sites to accommodate the City’s Regional Housing Needs Allocation (“RHNA”), and the City has identified an adequate list of housing sites to accommodate the amount, type, and income levels required by RHNA; and
WHEREAS, the proposed amendments to the City’s Housing Element and Housing Element Background Report of the General Plan are intended to ensure that the needs of all residents in the City are met; and

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Packet Pg. 181 Attachment: Resolution 3895 (6th Cycle - 2021-2029 - San Jacinto Housing Element) WHEREAS, the Planning Commission of the City of San Jacinto, California, advertised for and held a public hearing on December 14, 2021, to consider amendments to the Housing Element and Housing Element Background Report of the General Plan in compliance with California Housing Element Law, Government Code Section 65580 et seq.; and
WHEREAS, the City Council received and considered the reports and recommendations from the Planning Commission and all other testimony, whether written or oral, presented at the public hearing.

NOW, THEREFORE, BE IT RESOLVED, determined, and ordered by the City Council of the City of San Jacinto, California, as follows:

SECTION 1: It is in the public interest to amend the Housing Element and Housing Element Background Report of the General Plan, in their entirety, as more particularly described below.

SECTION 2: The Housing Element of the General Plan is hereby amended and replaced in its entirety with Exhibit “A” attached hereto and incorporated herein by reference, which includes all of the following entitled documents: 6th Cycle 2021-2029 Housing Element, Housing Element Background Report.

SECTION 3: The 6th Cycle 2021-2029 Housing Element attached hereto as Exhibit “A” and incorporated herein by reference is hereby adopted.

SECTION 4: Custodian of Records. The documents and materials that constitute the record of proceedings on which these findings are based are located at the City Clerk’s office located at 595 S. San Jacinto Avenue, San Jacinto, CA 92583. The custodian for these records is the City Clerk.

SECTION 5: Severability. If any provision of this Resolution or the application thereof to any person or circumstance is held invalid, such invalidity shall not affect other provisions or applications of this Resolution which can be given effect without the invalid provision or application, and to this end, the provisions of this Resolution are severable.

The City Council hereby declares that it would have adopted this Resolution irrespective of the invalidity of any particular portion thereof.

SECTION 6: CEQA. The City Council finds that the project is exempt from environmental review under the California Environmental Quality Act (“CEQA”) pursuant to §15060(c)(2) of the CEQA Guidelines - Preliminary Review - as it can be seen with certainty that the adoption of the Housing Element will not result in a direct or reasonable foreseeable indirect physical change in the environment; and, §15061(b)(3) - Common Sense Exemption - whereby the activity is covered by the common sense exemption that CEQA applies only to project which have the potential for causing a significant effect on the environment; where is can be seen with certainty that there is no possibility that the activity in question may have a significant effect on the environment, the activity is not subject to CEQA. The City Council further directs Staff to record a Notice of Exemption with the County Recorder’s Office.

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Packet Pg. 182 Attachment: Resolution 3895 (6th Cycle - 2021-2029 - San Jacinto Housing Element) SECTION 7: Effective Date. Resolution 3895 shall be effective immediately upon adoption.

PASSED, APPROVED, and ADOPTED at a regular meeting of the City Council on the 1st day of February 2022 by the following vote:

AYES:

NAYS:

ABSENT:

ABSTAIN:

CITY OF SAN JACINTO:
_____________________________
Crystal Ruiz, Mayor
ATTEST:
_____________________________________
Julia Espinoza, Deputy City Clerk
APPROVED AS TO FORM:

BEST BEST & KRIEGER LLP
_____________________________________
Michael J. Maurer, City Attorney

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Packet Pg. 183 Attachment: Resolution 3895 (6th Cycle - 2021-2029 - San Jacinto Housing Element)

CERTIFICATION

STATE OF CALIFORNIA)
COUNTY OF SAN JACINTO) ss

CITY OF SAN JACINTO)
I, Julia Espinoza, duly appointed Deputy City Clerk of the City of San Jacinto, do hereby certify that the foregoing Resolution No. 3895 was duly passed, approved, and adopted at a regular meeting of the City Council of the City of San Jacinto on the 1 st day
of February 2022, by the following vote:

AYES:

NAYS:

ABSENT:

ABSTAIN:

WITNESS MY HAND AND OFFICIAL SEAL this 1
st day of February, 2022.
_________________________
Julia Espinoza, Deputy City Clerk
City of San Jacinto

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Packet Pg. 184 Attachment: Resolution 3895 (6th Cycle - 2021-2029 - San Jacinto Housing Element)

CITY OF SAN JACINTO
2021-2029

HOUSING ELEMENT
Public Final Draft
November 2021January 2022

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Prepared For:

Travis Randel
Deputy City Manager
Development Services
City of San Jacinto
595 S. San Jacinto Avenue
San Jacinto, CA 92583
P: 951.654.7337
F: 951.654.3728
[email protected]
www.sanjacintoca.gov
Prepared By:

De Novo Planning Group
Contact: Amanda Tropiano, Principal
180 E Main Street Suite 108
Tustin, CA 92780
[email protected]
https://denovoplanning.com/

CITY OF SAN JACINTO
2021-2029

HOUSING ELEMENT
Public Final Draft
November 2021
January 2022

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2021-2029 Housing Element Organization
Part 1: Housing Plan
Part 1 of the 2021-2029 Housing Element is the City’s “Housing Plan”, which includes the goals, policies, and programs the City will implement to address constraints and needs. The City’s overarching objective is to ensure that decent, safe housing is available to all current and future residents at a cost that is within the reach of the diverse economic segments which comprise San Jacinto.

Part 2: Background Report
Part 2 of the 2021-2029 Housing Element is the “Background Report” which identifies the nature and extent of San Jacinto’s housing needs, including those of special populations, potential housing resources (land and funds), potential constraints to housing production, and energy conservation opportunities. By examining the City’s housings, resources, and constraints, the City can then determine a plan of action for providing adequate housing, as presented in Part 1: Housing Plan. In addition to identifying housing needs, the Background Report also presents information regarding the setting in which these needs occur. This information is instrumental in providing a better understanding of the community, which in turn is essential for the planning of future housing needs.

Appendix A: Housing Sites Inventory
The Housing Element must include an inventory of land suitable and available for residential development to meet the City’s regional housing need by income level.

Appendix B: Public Engagement Summary
As part of the Housing Element Update process, the City hosted numerous multilingual opportunities for the community and key stakeholders to provide feedback on existing housing conditions, housing priorities, priority areas for new residential growth, and topics related to fair housing. Public participation played an important role in the refinement of the City’s housing goals and policies and in the development of new housing programs, as included in Part 1: Housing Plan. The public’s input also helped to validate and expand upon the contextual information included in Part 2: Background Report. The City’s efforts to engage the community in a meaningful and comprehensive way are summarized in Appendix B.

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PART 1:

HOUSING PLAN
Public Final Draft
November 2021January 2022

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City of San Jacinto 2021-2029 Final Draft Housing Element Housing Element Housing Plan | Page HP-1

TABLE OF CONTENTS

1. HOUSING PLAN INTRODUCTION........................................................................................................... 2

2. GOALS AND POLICIES ........................................................................................................................... 2 A. CONSERVE AND IMPROVE AFFORDABLE HOUSING...................................................................................................2 B. PROVIDE ADEQUATE HOUSING SITES ...................................................................................................................3 C. ASSIST IN THE PROVISION OF HOUSING................................................................................................................4 D. REMOVE CONSTRAINTS TO HOUSING PRODUCTION ................................................................................................5 E. PROMOTE EQUAL HOUSING OPPORTUNITIES ........................................................................................................6

3. HOUSING PROGRAMS .......................................................................................................................... 7 CONSERVE AND IMPROVE AFFORDABLE HOUSING ..........................................................................................................7 PROVIDE ADEQUATE HOUSING SITES ...........................................................................................................................9 FACILITATE THE PROVISION OF AFFORDABLE HOUSING..................................................................................................14 REMOVE GOVERNMENTAL CONSTRAINTS ...................................................................................................................17 PROMOTE EQUAL HOUSING OPPORTUNITIES ..............................................................................................................19

4. QUANTIFIED OBJECTIVES.....................................................................................................................24

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1. Housing Plan Introduction
Previous sections of the Housing Element establish the housing needs, opportunities, and constraints in the City of San Jacinto. The Housing Plan presented in this section sets forth the City’s goals, policies and programs to address San Jacinto’s identified housing needs.

2. Goals and Policies
The following goals and policies focus on the maintenance and provision of a variety of housing in terms of type, affordability, and style. The Housing Plan sets forth goals and policies to address the following issue areas: 1) conserving and improving existing affordable housing; 2) providing adequate housing sites; 3) assisting the development of affordable housing; 4) removing governmental constraints; and 5) promoting equal housing opportunity.

A. Conserve and Improve Affordable Housing
Substandard and deteriorating housing units, in addition to the obvious problems of blight and appearance, can expose occupants to a variety of hazards ranging from electrical fire to toxic substances and materials used in construction. A number of factors will determine the life expectancy of a housing unit including quality of workmanship, age of unit, location, type of construction and degree of maintenance. As a city with a large number of older housing units, it is important that on-going maintenance programs are implemented in San Jacinto. In addition to rehabilitation efforts, conservation of the existing stock of affordable housing is also important, as the cost to preserve existing affordable housing is often lower than replacing the units.

GOAL 1: Conserve, improve, and rehabilitate existing housing.

Policy 1.1: Develop and foster activities to increase the health, safety, and property values of the City’s existing housing stock.

Policy 1.2: Develop programs directed at rehabilitating and preserving the integrity of existing housing stock for all income levels.

Policy 1.3: Preserve existing single-family home neighborhoods.

Policy 1.4: Encourage continued and new investments in established communities.

Policy 1.5: Monitor the status of at-risk multifamily rental housing units, proactively work with potential nonprofit purchasers/managers as appropriate and explore funding sources available to preserve the at-risk units.

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B. Provide Adequate Housing Sites
The City provides for a mix of new housing opportunities by designating a range of residential densities and promoting creative design and development of vacant land and reuse of developed land. By providing for the construction of a range of housing, the needs of all sectors of the community can be met.

GOAL 2: Provide adequate sites for new residential construction to meet the needs of all segments of the community while promoting the character of the City.

Policy 2.1: Maintain adequate capacity to accommodate the City’s unmet Regional Housing Needs Allocation (RHNA) for all income categories throughout the planning period.

Policy 2.2: Encourage residential development that provides a range of housing types in terms of cost, density, unit size, and configuration.

Policy 2.3: Encourage the use of clustered development to preserve and enhance important environmental resources and open space, consistent with sustainability principles.

Policy 2.4: Promote mixed-use development to facilitate smart growth and reduction in automobile trips, vehicle miles traveled, and associated energy consumption.

Policy 2.5: Continue to allow accessory dwelling units and junior accessory dwelling units as a means of providing additional affordable rental housing opportunities.

Policy 2.6: Allow by-right approval for housing developments proposed for non-vacant sites included in one previous housing element inventory and vacant sites included in two previous housing elements, provided that the proposed housing development consists of at least 20 percent lower income and affordable housing units.

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C. Assist in the Provision of Housing
New construction is a major source of housing for prospective homeowners and renters.

However, the cost of new construction can be high in comparison to housing preservation programs. In addition, market-rate new construction may not provide housing that is affordable, or adequate, for special needs populations such as the elderly, disabled, farmworkers, and homeless. Incentive programs such as density bonuses offer a cost-effective means of promoting affordable housing development. Public sector assistance can also promote the construction of affordable housing that meets the needs of all segments of the community.

San Jacinto is fortunate in that the cost of land is relatively low in comparison to much of Southern California, keeping the cost of new housing more affordable to lower income groups.

GOAL 3: Assist in the development of a housing supply which is affordable to all segments of the community.

Policy 3.1: Allow for the development of housing affordable to all income groups by utilizing a variety of public and private efforts.

Policy 3.2: Assist with the development of housing that targets the needs of special populations, including the elderly, disabled, farmworkers, and homeless.

Policy 3.3: Promote the development of attractive and safe housing to meet community needs.

Policy 3.4: Pursue available incentives in the form of additional points or other preference in the scoring of competitive housing, community development, and infrastructure programs.

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D. Remove Constraints to Housing Production
Under current State law, the San Jacinto Housing Element must address, and where appropriate and legally possible, reduce and/or remove governmental constraints to the maintenance, improvement, and development of housing.

GOAL 4: Reduce or remove governmental constraints to the provision of housing to the greatest extent feasible and legally permissible.

Policy 4.1: Promote efficient and creative alternatives to help reduce governmental constraints.

Policy 4.2: Provide incentives and regulatory concessions for affordable and special needs housing.

Policy 4.3: Improve the City’s development review and approval process to facilitate housing construction.

Policy 4.4: Provide reasonable accommodation for housing for persons with disabilities.

Policy 4.5: Periodically review City development standards to ensure consistency with the General Plan and to ensure high-quality affordable housing.

Policy 4.6: Monitor State and federal housing-related legislation, and update City plans, ordinances, and processes as appropriate to remove or reduce governmental constraints.

Policy 4.7: Regularly identify and evaluate the impact of nongovernmental constraints on housing development and implement programs to reduce negative impacts.

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E. Promote Equal Housing Opportunities
Housing should be made available to all persons regardless of race, religion, sex, family size, marital status, national origin, color, age, disability, or income. To make adequate provisions for the housing needs of all segments of the community and affirmatively further fair housing, the City must ensure equal and fair housing opportunities for all residents.

GOAL 5: Promote equal opportunity for housing throughout the City of San Jacinto.

Policy 5.1: Prohibit discrimination in the sale or rental of housing with regard to race, religion, disability, gender, family size, marital status, national origin, color, or income.

Policy 5.2: Continue to further fair housing choices by actively expanding housing opportunities and removing impediments to fair housing.

Policy 5.3: Encourage housing design standards that promote the accessibility of housing for persons with special needs, such as the elderly, persons with disabilities, including persons with developmental disabilities, large families, single-parent households, and the homeless.

Policy 5.4: Accommodate emergency shelters and transitional housing facilities in compliance with applicable State laws and the City’s Development Code.

Policy 5.5: Strengthen opportunities for participation in the approval process for all housing projects, including affordable housing.

Policy 5.6: Assist in affirmatively furthering and enforcing fair housing laws by providing support to organizations that provide outreach and education regarding fair housing rights, receive and investigate fair housing allegations, monitor compliance with fair housing laws, and refer possible violations to enforcing agencies.

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3. Housing Programs
This section describes the programs that will implement Housing Element goals and policies.

The housing programs define the specific actions the City will undertake in order to achieve the goals for the current planning period. Pursuant to State law, the programs address the following issue areas:

1. Conserve and improve the existing housing stock

2. Provide adequate sites for the development of new housing

3. Assist in the provision of affordable housing

4. Minimize the impact of governmental constraints on housing production

5. Assure equal housing opportunity for all residents.

Conserve and Improve Affordable Housing

1. Code Enforcement
Code enforcement staff use proactive techniques to improve the physical condition of the City's homes and neighborhoods. The code enforcement team addresses the following:
 Substandard housing
 Weed abatement
 Abandoned vehicle abatement
 General property and building maintenance
 Health and safety conditions
The most important elements of the code enforcement program are assisting in the identification of substandard housing and providing information to the public about City and County housing programs. During this Housing Element cycle, the City will seek grant funding to complete a comprehensive windshield survey of housing conditions to determine the number and types of housing problems and substandard housing conditions in the City. The results of the survey will be used to target rehabilitation programs to those areas in greatest need.

Responsible Agency: Code enforcement staff
Financing: General fund
Program Objectives: Continue to implement code enforcement program. By the end of FY 22/23, complete a comprehensive housing conditions survey.

Schedule: Housing conditions survey in FY 22/23; code enforcement throughout the planning period

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2. Preservation of At-Risk Units
State law requires jurisdictions to provide a program in their Housing Elements to preserve publicly assisted affordable housing projects at risk of converting to market-rate housing. The City will contact property owners of units at risk of converting to market-rate housing within one year of affordability expiration to discuss the City’s desire to preserve complexes as affordable housing. The City will establish contact with public and nonprofit agencies interested in purchasing and/or managing units at risk at least three years prior to the expiration of affordability restrictionsParticipation from agencies interested in purchasing and/or managing at-risk units will be sought. Coordinate with owners of expiring subsidies to ensure tenants receive the required notices at 3 years, 6 months, and 12 months, per California law. The City will work with tenants to provide education regarding tenant rights and conversion procedures pursuant to California law by sharing information online and in hard copy. The City shall contact the Fair Housing Council of Riverside County to assist renters. The City will implement State Preservation Notice Law (Gov. Code 65863.10, 65863.11, 65863.13) which requires owners to provide tenants and affected public entities (including the City) notices regarding expiring rental restrictions starting three years before expiration.

Responsible Agency: Planning Department, U.S. Department of Housing and Urban Development (HUD), the California Department of Housing and Community Development (HCD), and the Housing Authority of Riverside County (HARIVCO)
Financing: HUD Section 8 vouchers, other funding sources as available.

Program Objectives: Monitor the status of assisted projects.

Schedule: Annually monitor units at risk of converting. Coordinate noticing as required per California law.

3. Section 8 Rental Assistance
The Section 8 Rental Assistance Program provides rental subsidies to very-low-income (up to 50 percent of areawide median income – [AMI]) family and elderly households who spend more than 30 percent of their income on rent. The subsidy represents the difference between 30 percent of monthly income and the actual rent. Section 8 assistance is issued to the recipients as vouchers, which permit tenants to choose their own housing and rent units beyond the federally determined fair market rent in an area, provided the tenants pay the extra rent increment.

The City contracts with the Riverside County Housing Authority to administer the Section 8 Certificate/Voucher Program.

Responsible Agency: Housing Authority of Riverside County Financing: Section 8 vouchers
Program Objectives: Continue to support the HARIVCO’s applications for additional Section 8 allocations and efforts to provide vouchers for lower income San Jacinto residents.

Schedule: Throughout the planning period

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4. Rehabilitation Program
The City will pursue grant opportunities to create a rehabilitation program. The City will apply for HOME, CalHome, and CDBG, as well as promote Section 504 Home Repair Program loans and grants to provide housing rehabilitation loans and weatherization services for lower-income households and will work with the County to obtain available funds to be used, as available, for place-based revitalization in areas with concentrated poverty or rehabilitation need.

Targeted efforts to improve housing conditions in areas of need will assist in reducing displacement risk for these residents by improving living conditions and enabling them to stay in their home and community.

Responsible Agency: Planning Department
Financing: HOME
Program Objectives: Rehabilitation of 16 housing units
Schedule: Starting in 2021, annually apply for funding as Notices of Funding Availability are released; meet with the County annually to assess availability of funds.

Provide Adequate Housing Sites

5. General Plan and Development Code Update/Shortfall Program In 2018, the City of San Jacinto embarked on an effort to comprehensively update its General Plan and Development Code. As part of this effort, the City has prepared a Proposed Land Use Plan and Land Use Classifications which allow for new types of higher-density residential and mixed-use development in San Jacinto, including residential development at densities at and above 30 du/ac.

The following modifications have been proposed to the City’s current land use designations:
 Combine Estate Residential and Rural Residential into new Very Low Density Residential designation allowing for a density of up to 2 du/ac
 Increase the maximum allowable density for Low Density Residential from 5 du/ac to 7 du/ac
 Increase the maximum allowable density for Medium Density Residential from 10 du/ac to 14 du/ac
 Change the name of the current Medium High Density Residential land use to High Density Residential (and maintain the maximum allowable density of 22 du/ac)  Change the name of the current High Density Residential to Very High Density Residential and increase the maximum allowable density from 30 du/ac to 32 du/ac  Combine the Downtown Commercial and City Center designations into a new Downtown Village designation and increase the maximum allowable density from 5 du/ac to 40 du/ac
To further support development of higher-density residential projects and mixed-use projects, the City has also proposed a new mixed-use land use designation which allows for residential development at densities of 10.1 to 36 du/ac and nonresidential development up to a floor area ratio of 1.0 (single-use projects are allowed).

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The City’s ongoing Development Code update will incorporate standards as necessary in order to maintain consistency between the Land Use Element and the Development Code, including preparation of new standards to support mixed-use development. Specifically, it is envisioned that land use designations and zones that allow for mixed-use development will allow singleuse projects, including projects that are 100% residential. In addition, the City intends to adopt an updated Development Code that makes it easier for projects to be developed in mixed-use areas, and envisions that a use permit will no longer be required for mixed-use projects in mixed-use land use designations and zones. The Development Code is being updated concurrently with the General Plan and the adoption of an updated Development Code is expected to occur by December 2022 (approximately six months after adoption of the updated General Plan).

The City is committed to rezoning those sites identified in the Housing Inventory (Appendix A) which accommodate a portion of the City’s lower income RHNA pursuant to Government Code section 65583.2, subdivisions (h) and (i). Specifically, this includes:
 permit owner-occupied and rental multifamily uses by-right for developments in which 20 percent or more of the units are affordable to lower income households. By-right means local government review must not require a conditional use permit, planned unit development permit, or other discretionary review or approval.  accommodate a minimum of 16 units per site;
 require a minimum density of 20 units per acre; and
 at least 50 percent of the lower-income need must be accommodated on sites designated for residential use only or on sites zoned for mixed uses that accommodate all of the very low and low-income housing need, if those sites:
• allow 100 percent residential use, and
• require residential use occupy 50 percent of the total floor area of a mixed-use project.

Responsible Agency: Planning Department
Financing: General fund
Program Objectives: Maintain adequate sites to accommodate San Jacinto’s regional housing needs throughout the planning period.

Schedule: Adopt General Plan/zoning amendments in 2022 General Plan/zoning amendments in 2022

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6. Housing Sites
Planning and regulatory actions to achieve adequate housing sites are implemented through the Land Use Element, Development Code, and adopted Specific Plans. These regulatory documents provide for a variety of residential development, ranging from lower-density singlefamily homes to higher-density apartments, condominiums, and mixed-use projects. The City of San Jacinto received a RHNA allocation of 3,392 units for the 2021-2029 RHNA period, including 800 extremely/very low-income, 465 low-income, 560 moderate-income units, and 1,567 above moderate-income units.

The residential sites inventory consists of vacant sites identified for residential development.

Program 4 of the Housing Plan directs the City to complete its ongoing update to the General Plan and Development Code to allow for new residential development capacity at higher densities and intensities than currently allowed. Given the vast amount of vacant land in San Jacinto and the relative affordability of more traditional lower-density housing units, the City would not necessarily need to complete the update to its General Plan and Development Code in order to demonstrate sufficient capacity to accommodate its RHNA. However, the City is nearly complete with this robust planning effort and desires to create long-term consistency between its General Plan Land Use Element and Housing Element. For this reason, the Housing Element refers to the Proposed Land Use Plan land use designations (presented to the Planning Commission and City Council in Fall of 2020) in order to accommodate the City’s RHNA. Public hearings for the General Plan Update are scheduled for Spring 2022 and the Development Code Update is expected to be completed by Fall 2022. The resources identified have the capacity to accommodate at least 4,409 new units, approximately half of which are available at sites proposed to accommodate densities of at least 30 du/ac (and thus, determined to accommodate the City’s lower-income RHNA). These sites can accommodate the City’s RHNA allocation for all income levels through year 2029. The City will maintain an inventory of sites with residential development potential and provide it to prospective residential developers upon request.

Responsible Agency: Planning Department
Financing: General fund
Program Objectives: Monitor status of residential and mixed-use sites on an annual basis. Provide sites information to interested developers and technical assistance regarding City mixed use zoning and density bonus incentives. Conduct a mailing to property owners with mixed-use designations (Downtown Village and Mixed-Use) to inform them of opportunities and incentives available for mixed use developments.

Schedule: Adopt General Plan/zoning amendments in 2022 (see Program 4; contact with property owners in new mixed-use designations by April 2022;Ongoing implementation and annual monitoring to confirm adequate site capacity; and annual reporting throughout the planning period

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7. Residential Development Monitoring (No Net Loss)
To ensure adequate sites are available throughout the planning period to meet the City’s RHNA at all income levels, and to assist developers in identifying appropriate sites for residential and mixed use developments, the City will monitor the depletion of residential acreage, and review proposed General Plan amendments, Zone Changes, Specific Plan Amendments, and development projects, to ensure an adequate inventory is available to meet the City’s 2021- 2029 RHNA obligations. To ensure sufficient residential development capacity is maintained to accommodate the City’s RHNA allocation, the City will develop and implement a formal ongoing (project-by-project) evaluation procedure pursuant to Government Code Section 65863 and will make the findings required by that code section if a site is proposed for development with fewer units or at a different income level(s) than shown in the Housing Element Site Inventory.

Should an approval of development result in a reduction of residential development capacity below the capacity needed to accommodate the remaining need for lower-income, moderateincome, or above-moderate-income households, the City, and potentially the applicant (in accordance with State law), will identify and, if necessary, rezone sufficient sites within 180 days to accommodate the shortfall and ensure “no net loss” in capacity to accommodate the RHNA allocation, consistent with State law. Any rezoned site(s) will satisfy the adequate site requirements of Government Code Section 65583.2 and will be consistent with the City’s obligation to affirmatively further fair housing.

Responsible Agency: Planning Department
Financing: General fund
Program Objectives: Annually monitor the City’s sites inventory and continued ability to accommodate the remaining RHNA by maintaining an
accurate electronic inventory of available sites. The Planning Department will be responsible for maintaining the electronic inventory, consulting the inventory as part of the development review process, and updating the inventory as projects are proposed, approved, and developed. The City will complete its annual review concurrent with preparation of its annual Housing Element Progress Report.

Schedule: Ongoing implementation and annual monitoring and reporting throughout the planning period concurrent with the City’s Housing Element Annual Progress Report

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8. Replacement of Affordable Units
Consistent with the requirements of Government Code Section 65583.2(g), development projects on sites in the housing inventory (Appendix A) that have, or have had within the past five years preceding the application, residential uses restricted with rents affordable to low- or very low-income households or residential uses occupied by low- or very low-income households, shall be conditioned to replace all such units at the same or lower income level as a condition of any development on the site, and such replacement requirements shall be consistent with Section 65915(c)(3).

Responsible Agency: Planning Department
Financing: General fund
Program Objectives: For all project applications, identify need for replacement of affordable housing units and ensure replacement, if required, occurs.

Schedule: Ongoing implementation and annual monitoring and reporting throughout the planning period
9: . Accessory Dwelling Units
Accessory dwelling units (ADUs) and junior accessory dwelling units (JADUs) help meet the City’s housing needs for all income levels and also provide a housing resource for seniors and low- and moderate-income households throughout the entire community, not just in any single geographic area. The City will continue to apply Development Code regulations that allow accessory units (also known as second units or granny flats) by right in all residential zones, in accordance with State law. The City of San Jacinto will continue to amend the ordinance based on future changes to State law and work with HCD to ensure continued compliance with State law. The City will also continue to monitor the extent of ADU production to ensure that the ordinance modifications are successful and that the Housing Element goals can be met.

Responsible Agency: Planning Department
Financing: General fund
Program Objectives: Survey and evaluate potential methods to encourage ADU development throughout the community and adopt appropriate procedures, policies, and regulatory provisions. Update the City’s Development Code to be consistent with State ADU Law and mMonitor State law for future updates to ADU regulations and update the City’s Development Code to be consistent with future updates as needed. Continue educating the community on the opportunity to develop ADUs and promote the
development of ADUs affordable to lower-income households.

Continue to provide information about ADUs on the City’s website and on public counters.

Schedule: Ongoing implementation and annual monitoring and reporting throughout the planning period

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Facilitate the Provision of Affordable Housing

10. Incentives and Assistance to Affordable Housing Developments In order to facilitate the development of housing for low- and moderate-income households, the City will implement the following actions:
 Provide administrative assistance to developers seeking available state and federal funding and/or tax credits for the construction of low- and moderate-income housing  Facilitate projects that incorporate affordable units by granting modifications to development standards, expedited processing, or financial incentives consistent with state law.
 Affordable housing developers will be proactively contacted each year to solicit interest and apprise them of available assistance programs.

Targeted assistance for special needs housing and extremely-low-income (ELI) units will be provided through density bonuses and/or regulatory incentives, modified development standards and fee deferrals, when feasible.

Responsible Agency: Planning Department
Financing: General Fund
Program Objectives: Facilitate affordable housing development commensurate with the RHNA.

Schedule: Provide administrative assistance upon request; annual proactive contact with affordable housing developers; Oongoing implementation and annual monitoring and reporting throughout the planning period

11. Infill Housing Program
Development of infill housing (single-family and multifamily) will help promote homeownership and neighborhood improvement and expand housing choices at all income levels in areas close to goods, services, and infrastructure. Infill housing can be developed in the older portions of the City, such as in Downtown San Jacinto, which will help improve the vacant lots and provide additional affordable housing opportunities. Several City-owned properties may be available for development.

Through its General Plan Update, the City has identified three individual vacant lots between

0.50 and 10 acres that are appropriate for infill housing development in the Downtown area and are proposed to be designated as “Downtown Village” allowing for residential development at densities of up to 40 du/ac; these three sites total 2.62 acres and are included in the City’s inventory of sites as appropriate to accommodate a small portion of the City’s lower-income RHNA (Appendix A). It is noted that there are other infill sites available in Downtown San Jacinto, however, due to their size (less than 0.50 acres) they have not been included in the City’s inventory of sites.

During the planning period, the City will cooperate withconduct proactive outreach to private property owners to promote the development of housing on these properties. The City will make available a map of vacant sites designated for residential development and explore available incentives, such as a fee reduction program, to support their development.

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Responsible Agency: Planning Department
Financing: General Fund
Program Objectives: Assist in the development of one infill housing project annually.

Schedule: Throughout the planning period; pPost map of vacant sites online by October 2022; present to the City Council at least three potential incentives that could be used to support infill housing development by December 2022; annual proactive outreach to the development community

12. Pursue State and Federal Funding
The City will continue to pursue available state and federal funding sources in cooperation with private developers, non-profit housing corporations, and other interested entities to assist in meeting the needs of lower-income households. The City will work proactively with developers or other entities to identify the funding sources most appropriate to meet a specific need and apply for funds, or assist other entities in applying for funds, during available funding cycles.

City assistance to other entities will include, but not be limited to:
 Providing data that is necessary for a funding request; and  Expediting permit decisions on proposed projects that require City approval or that will be more competitive with City approval, prior to submitting funding requests.

For example, the City is not eligible to apply directly for HOME funds, but this program is available through the County of Riverside Economic Development Agency (EDA). HOME funds are disbursed on a project need basis. During the timeframe of this Housing Element, the City will work with affordable housing providers to assist in the development of at least one family housing project that will reduce the incidence of overcrowding among low-income families who rent.

Responsible Agency: Planning Department, County of Riverside EDA, HCD, CalHFA, and others.

Financing: CDBG, HOME, tax credits, and bonds
Program Objectives: Work with at least one developer or interested entity annually.

When a developer expresses interest in developing affordable or special needs housing in San Jacinto, determine funding priorities and sources and support applications for funding.

Schedule: Apply for funding at least annually Tthroughout the planning period

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13. Mortgage Credit Certificate Program
A Mortgage Credit Certificate (MCC) entitles qualified home buyers to reduce the amount of their federal income tax liability by an amount equal to a portion of the interest paid during the year on a home mortgage. This tax credit allows the buyer to qualify more easily for a loan by increasing the effective income of the buyer. Previously, Tthe Riverside County MCC Program provides provided for a 15% rate which can could be applied to the interest paid on the mortgage loan. The borrower can could claim a tax credit equal to 15% of the interest paid during the year. Since the borrowers taxes are were being reduced by the amount of the credit, this increases increased the take-home pay by the amount of the credit. The buyer takes took the remaining 85% interest as a deduction. When underwriting the loan, a lender takes this into consideration and the borrower is able to qualify for a larger loan than would otherwise be possible. This program was initiated by the Riverside County Economic Development Agency (EDA) in November 2008 but has been put on hold due to lack of funding available for the program. The City will encourage that the program be restarted by coordinating directly with Riverside County to submit letters of support for funding requests. continue to provide information regarding this program on the City website, at City Hall and other public locations.

Responsible Agency: Riverside County EDA, Planning Department Financing: Federal tax credits and EDA
Program Objectives: Provide information regarding the MCC Program to eligible home buyersEncourage the relaunch of the MCC Program.

Schedule: Throughout the planning periodAnnual coordination with the County of Riverside and annual funding application support

14. Prohousing Designation Program
Increasing the availability of housing statewide is critical to bettering the quality of life of all Californians and to ending homelessness. The 2019-2020 Budget Act provided a spectrum of support, incentives, and accountability measures to meet California’s housing goals, and provided for the establishment of the Prohousing Designation Program. The Prohousing Designation Program provides incentives to cities and counties in the form of additional points or other preference in the scoring of competitive housing, community development, and infrastructure programs. The California Department of Housing and Community Development established the Prohousing Designation Program to administer these incentives.

Local governments can receive a designation when implementing Prohousing policies and receive an advantage when applying for several funding programs including:
 Affordable Housing & Sustainable Communities (AHSC)
 Infill Infrastructure Grant (IIG)
 Transformative Climate Communities (TCC)
Other programs may be added to the list after HCD engages with stakeholders and partner agencies on adding Prohousing points to other housing and non-housing programs.

The City of San Jacinto will pursue the Prohousing Designation to memorialize the City’s commitment to helping expand the State’s housing stock and promote more affordable housing options. HCD is expected to assess the City’s Prohousing Policies using the following four scoring categories: Favorable Zoning and Land Use; Acceleration of Housing Production Timeframes; Reduction of Construction and Development Costs; and Providing Financial

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Subsidies. The City must demonstrate that it has enacted or proposes at least one policy that significantly contributes to the Acceleration of Housing Production in each of the four categories. A Prohousing Designation requires a total score of 30 points or more across all four categories (as of November 2021). As part of the application process, the City will identify those strategies that it already implements (i.e., establishment of streamlined, program-level CEQA analysis and certification of general plans, community plans, specific plans with accompanying EIRs, and related documents) and identify additional strategies for implementation in order to further promote housing development in San Jacinto and achieve the required score to receive the Prohousing Designation.

The City will work with HCD’s ongoing technical assistance team to submit an application by the end of 2022 with the objective of receiving the designation by March 2023.

Responsible Agency: Planning Department.

Financing: General fund; grants
Program Objectives: Achieve Prohousing Designation by HCD Schedule: Submit application to HCD by December 2022 and receive designation by March 2023
Remove Governmental Constraints

15. Development Code Amendments – Housing Constraints
The City shall update the Development Code to remove constraints to a variety of housing types and ensure the City’s standards and permitting requirements are consistent with State law. The update shall address the following.

1. Low barrier navigation centers: The Development Code shall be updated to define and permit low barrier navigation centers consistent with the requirements of Government Code Sections 65660 through 65668, including treating low barrier navigation centers as a use by right in areas zoned for mixed use and nonresidential zones permitting multifamily uses.

2. Agricultural worker housing: The Development Code will be updated to define agricultural worker housing and to identify that any agricultural worker housing consisting of no more than 36 beds in a group quarters or 12 units or spaces shall be deemed an agricultural land use and permitted in the same manner as agricultural uses consistent with Health and Safety Code Section 17021.6. The Development Code will also be updated to provide for streamlined, ministerial approval of agricultural worker housing that meets the requirements of Health and Safety Code Section 17021.8.

3. Employee housing: The Development Code will be updated to define employee housing separately from agricultural worker housing and to clarify that employee housing serving six or fewer employees shall be deemed a single family structure and shall be subject to the same standards for a single family residence in the same zone.

4. Streamlined and ministerial review for eligible affordable housing projects: The Development Code will be updated to ensure that eligible multifamily projects with an affordable component are provided streamlined review and are only subject to objective design standards consistent with relevant provisions of SB 35 and SB 330 as provided by applicable sections of the Government Code, including but not limited to Sections 65905.5, 65913.4, 65940, 65941.1, 65950, and 66300. State law defines objective

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design standards as those that “involve no personal or subjective judgement by a public official and are uniformly verifiable by reference to an external and uniform benchmark or criterion available and knowable by both the development applicant and public official prior to submittal.”

5. Emergency shelter parking: The Development Code will be updated to require sufficient parking to accommodate all staff working in the emergency shelter, provided that the standards do not require more parking for emergency shelters than other residential or commercial uses within the same zone, in compliance with AB 139/Gov. Code, § 65583, subd. (a)(4)(A).

5.6. Transitional and supportive housing: The Development Code will be updated to permit transitional and supportive housing as a residential use in all zones allowing residential uses and only subject to those restrictions that apply to other residential dwellings of the same type in the same zone in compliance with Gov. Code, § 65583, subd. (a)(5) and further ensure that the Development Code is consistent with requirements for by-right permanent supportive housing under AB 2162.

Responsible Agency: Planning Department
Funding: General fund
Program Objectives: Revise the Development Code in accordance with this program by October 2022.

Schedule: Development Code adoption in 2022
16: . Monitor Changes in Federal and State Housing, Planning, and Zoning Laws Although the 2021-2029 Housing Element update did not identify any significant governmental constraints to the development or maintenance of housing in San Jacinto, the City will continue to monitor its development process and zoning regulations to identify and remove constraints to the development of housing. The City will also continue to monitor federal and State legislation that could impact housing and comment on or oppose proposed changes or additions to existing legislation, as well as support new legislation when appropriate and update its Development Code to comply with federal and State law. The City will also endeavor to minimize governmental constraints to the development, improvement, and maintenance of housing.

Responsible Agency: Planning Department
Funding: General fund
Program Objectives: Stay updated on changes in federal and state housing, planning, and zoning laws.

Schedule: Annual review, in coordination with the City Attorney’s Office, of federal and State Housing, Planning, and Zoning Laws; timely updates to the City’s Development Code as needed to comply with federal and State law; Oongoing implementation and annual monitoring and reporting throughout the planning period

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17: . Density Bonus Ordinance
The City will provide for density bonuses consistent with State law, including density bonuses and incentives for projects that contain 100% very low- and low-income units. The City will monitor State law updates which impact density bonuses and will update local plans and programs as necessary.

Responsible Agency: Planning Department
Funding: General fund
Program Objectives: Promote the use of density bonus incentives to developers and provide technical assistance to developers in utilizing density bonus for maximize feasibility and meet local housing needs.

Schedule: Update the City’s Density Bonus Ordinance to comply with State law by December 2022; Oongoing implementation and annual monitoring and reporting throughout the planning period Promote Equal Housing Opportunities

18. Fair Housing Services
San Jacinto is not an Entitlement City and is therefore not required to contract directly with a fair housing service provider. The City will continue to work with County of Riverside, which provides fair housing services to all unincorporated areas of the county and non-entitlement cities. Fair housing services offered by the County include counseling and information on potential discrimination and landlord/tenant problems; special assistance for ethnic minorities and single-parent households; homebuyer workshops; and bilingual housing literature.

Information regarding available services will be provided at City Hall, on the City website, and at other governmental offices within the city. In addition, the City will work cooperatively with the County of Riverside to distribute fair housing information annually; this information typically includes flyers on housing discrimination, information on reasonable accommodation procedures, explanations of housing rights, tenant and landlord information, resources related to the public health such as the COVID-19 pandemic, rental and utility assistance programs, and other programs that promote fair and equal housing opportunities.

Responsible Agency: Planning Department
Financing: General fund
Program Objectives: Continue to work with the County of Riverside to provide fair housing services to residents of San Jacinto.

Schedule: At least annually post fair housing information such as flyers and other program literature online and at City Hall in English and Spanish; Throughout the planning periodannual proactive coordination with County of Riverside or other fair housing service provider(s) operating in the City to solicit information to share with the public online and in hard copy; work with the County of Riverside or other fair housing service provider(s) at least annually to identify areas of the City where reports of discrimination appear to be concentrated and conduct targeted

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proactive outreach to landlord in these areas
Program 19: . Affirmatively Furthering Fair Housing Outreach and Coordination Program
To comply with California Government Code Sections 8899.50, 65583(c)(5), 65583(c)(10), 65583.2(a) (AB 686), the City will develop a plan to Affirmatively Further Fair Housing (AFFH).

The AFFH Plan shall take actions to address significant disparities in housing access and needs for all persons regardless of race, color, religion, sex, gender, sexual orientation, marital status, national origin, ancestry, familial status, source of income, or disability, and any other characteristic protected by the California Fair Employment and Housing Act (Part 2.8, commencing with Section 12900, of Division 3 of Title 2), Government Code Section 65008, and any other state and federal fair housing and planning law. Specific actions include:

Education and Outreach
 In conjunction with the City’s comprehensive General Plan Update, educate the community on what affordable/attainable housing means and who it benefits.  Annual training of City staff, including through coordination with local advocacy groups or the Fair Housing Council of Riverside County, on how to receive, log, refer, and follow-up on fair housing complaints. If resolution was not obtained for any complaints, refer complaint to HCD to ensure that affordable housing laws are actively enforced.  Biennial fair housing update to the City Council.
 Meet with developers annually to identify special housing needs in the City (i.e., housing for seniors or persons with disabilities) and encourage development of special needs housing that accesses the population of San Jacinto.
 Meet with disability service providers, including the Inland Regional Center, to identify whether there is unmet demand anywhere in the City by March 2022. If an unmet demand is realized, work with providers to secure funding to expand services by March 2023.

Integration/Segregation
 Work with local organizations to encourage, expand, and publicize fair housing requirements as part of programs that provide rental assistance to lower income households.
 On an ongoing basis, and at least annually, review land use and planning proposals to ensure that the City is replacing segregated living patterns with integrated and balanced living patterns, where applicable and feasible, and working to transform racially and ethnically concentrated areas of poverty into areas of opportunity without displacement.

Assess to Opportunity
 Target community revitalization efforts to areas with lower opportunities levels and develop strategies to enhance mobility and reduce displacement on a biennial basis (concurrent with the City’s budgeting process).
 Actively recruiting residents from neighborhoods of concentrated poverty to serve or participate on boards, committees, and other local government bodies as positions are made available due to the regular appointment process or vacancies (typically every two or four years).

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 Provide education to the community on the importance of participating in the planning and decision-making process on an annual basis and the importance of completing Census questionnaires as they are released, with a special focus on ensuring participation in the decennial census.
 Use information contained in the Housing Element Background Report and TCAC resources map, along with information from the City, to create a targeted improvement program for portions of San Jacinto that need infrastructure improvements.  Meet annually with the Riverside Transit Agency to assess unmet transit needs in the city and expand routes and frequency as needed to connect residents with educational facilities (both for youth and adults), employment centers, medical centers, and other resources and services. If expansion needs are identified, provide technical support to RTA to apply for funding to support infrastructure improvements. Work with developers to encourage transit access be included in new projects.  Meet with developers annually to identify special housing needs in the City (i.e., housing for seniors or persons with disabilities) and encourage development of special needs housing that accesses the population of San Jacinto.
 Meet with disability service providers, including the Inland Regional Center, to identify whether there is unmet demand anywhere in the City by March 2022. If an unmet demand is realized, work with providers to secure funding to expand services by March 2023.

Place Based Solutions
 On an ongoing basis, and at least annually, review land use and planning proposals to ensure that the City is replacing segregated living patterns with integrated and balanced living patterns, where applicable and feasible, and working to transform racially and ethnically concentrated areas of poverty into areas of opportunity without displacement.
 Use information contained in the Housing Element Background Report and TCAC resources map, along with information from the City, to create a targeted improvement program for portions of San Jacinto that need infrastructure improvements and include the program in the General Plan Implementation Program for future funding.  Implement Program 5, General Plan and Development Code Update Displacement Risk
 Work annually with local organizations to encourage, expand, and publicize fair housing requirements as part of programs that provide rental assistance to lower income households.
 Implement Program 2, Preservation of At-Risk Units
Housing Mobility
 In conjunction with the City’s comprehensive General Plan Update in 2022, educate the community on what affordable/attainable housing means and who it benefits.  Annual training of City staff, including through coordination with local advocacy groups or the Fair Housing Council of Riverside County, on how to receive, log, refer, and follow-up on fair housing complaints. If resolution was not obtained for any complaints, refer complaint to Department of Fair Employment and Housing (DFEH) to ensure that affordable housing laws are actively enforced.
 Biennial fair housing update to the City Council.

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Staff to Mmeet annually with the Riverside Transit Agency to assess unmet transit needs in the city and expand routes and frequency as needed to connect residents with educational facilities (both for youth and adults), employment centers, medical centers, and other resources and services. If expansion needs are identified, provide technical support to RTA to apply for funding to support infrastructure improvements. Work with developers to encourage transit access be included in new projects. 
Responsible Agency: City of San Jacinto, Community Development Department; Housing Rights Center.

Financing: CDBG funds
2021-2029 Objectives: Improve fair housing opportunities and response to complaints through implementing above actions. Follow-up on 100% of complaints.

Timing: Ongoing implementation and annual monitoring and reporting throughout the planning period.

20. Housing for Extremely-Low-Income Persons and Persons with Special Needs State law requires local governments to consider the needs of extremely-low-income (ELI) persons and persons with special needs (i.e., seniors, persons with disabilities, or large families) in formulating housing programs. In San Jacinto, housing is much more affordable than most areas of Southern California, and therefore ELI households have less difficulty finding suitable housing than many other areas. However, in order to encourage and facilitate additional housing for persons with extremely-low-incomes or persons with special needs the City will pursue meaningful actions, such as:
 Conduct proactive annual outreach to non-profit developers and developers of housing for persons with special needs
 Provide regulatory concessions and/or financial incentives when developers include ELI units in affordable developments
 Explore Facilitate expedited permit processing for new housing that includes ELI units, such as SROs and transitional/supportive housing
 Encourage the production of new rental units in the City, including units sizes to accommodate larger families
 Conduct targeted advertising of housing rehabilitation programs to areas with high concentrations of senior residents
Responsible Agency: Planning Department
Financing: Grant funds, Riverside County EDA
Program Objectives: Strive to facilitate development of 40 ELI units, if feasible, during the planning period.

Schedule: Throughout the planning periodAnnual proactive outreach to non-profit developers; discuss available concessions and/or incentives with applicants as part of the development review process.

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21. Residential Energy Conservation
In addition to helping to mitigate greenhouse gas emissions, residential energy efficiency can reduce home heating and cooling costs. Assembly Bill 117 was passed in 2002 to establish Community Choice Aggregation, which offers an opportunity for Californians to choose their electric provider and the source of their electricity. As a result, residents of the City of San Jacinto have the option of choosing between two different electricity providers: San Jacinto Power (SJP) and Southern California Edison (SCE). As of 2018, SJP is the default electricity provider for residents and businesses within the City of San Jacinto, while SCE continues to provide electric delivery, billing services, and maintenance of the lines (San Jacinto Power 2021). Residents may choose to opt out of SJP.

SJP was established to provide residents and businesses with a new choice to the traditional utility model: a community-controlled power supply that offers electricity from cleaner energy sources at competitive rates, through the creation of a new, nonprofit public agency. The San Jacinto City Council governs SJP and operation of the program is administered by City staff and consultants through a joint agreement with the California Choice Energy Authority (CalChoice). SJP gets its electricity from suppliers who, much like SCE, get their electricity from a variety of generation sources. At a minimum, 35 percent of the basic “Prime Power” option comes from renewable sources such as wind or solar. The “Pure Green” program provides electricity from 100 percent renewable sources.

The City supports the following programs:
 Support the use of innovative building techniques and construction materials for residential development, such as energy efficient buildings that utilize solar panels and sustainable building materials that are recyclable.
 Encourage maximum utilization of Federal, State, and local government programs that assist homeowners in providing energy conservation measures.  Continue to participate in regional planning efforts to promote energy conservation and address climate planning
 Maintain and distribute literature on energy conservation, including solar power, additional insulation, and subsidies available from San Jacinto Power and utility companies, and encourage homeowners and landlords to incorporate these features into construction and remodeling projects.
 Encourage energy conservation devices including but not limited to lighting, water heater treatments, solar energy systems for all residential projects.

Objectives: Work cooperatively with property owners, utility companies and other government agencies to reduce energy use in residential developments.

Responsible Agency: San Jacinto Power
Funding: General Fund; grant programs, as available
Timeline: Implementation throughout the planning period

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4. Quantified Objectives
State law requires the Housing Element to include quantified objectives for the maximum number of units that can be constructed, rehabilitated or conserved. Policies and programs in the Housing Element establish the strategies to achieve these objectives. The City’s quantified objectives are described under each program, and represent the City’s best effort in implementing each of the programs. Assumptions are based on past program performance and funding availability, construction trends, land availability, and future programs that will enhance program effectiveness and achieve full implementation of the City’s housing goals.

The new construction objectives shown in the table below represent a portion of the City’s overall RHNA for the 2021-2029 planning period for all income levels. The objective identified for each income level is based on historic trends and patterns of development; units affordable to lower-income households are historically more difficult to develop due to extremely limited available funding for affordable housing projects. Moderate- and above-moderate income units are more likely to be developed by the private market. The City does not build housing and is not in direct control of the number of units that are constructed during the planning period; the private market is responsible for developing new projects in San Jacinto.

The table below summarizes the City’s quantified objectives for housing during the 2021-2029 planning period.

TABLE 1: QUANTIFIED HOUSING OBJECTIVES: 2021-2029
New
Construction Rehabilitation
Conservation/
Preservation
Extremely Low Income 80 8
Very Low Income 80 8 71
Low Income 232 16
Moderate Income 560 - -
Above Moderate Income* 01,200* -* -*
Total 9522,152 32 71
* It is assumed that the market will address the need for construction of new above moderate-income households; based on past trends, the City has assumed that approximately 1,200 above-moderate income units could be produced by the private market during the planning period. The City has not identified any above-moderate income units in need of rehabilitation. Finally, it is the City’s intent to promote conservation/preservation of all of the City’s existing above-moderate income units.

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PART 2:

BACKGROUND REPORT
Public Final Draft
November 2021January 2022

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TABLE OF CONTENTS

1. BACKGROUND REPORT INTRODUCTION......................................................................................................... 5

2. ACCOMPLISHMENTS UNDER 5TH CYCLE HOUSING ELEMENT .......................................................................... 7 2A. REVIEW OF 2013 HOUSING ELEMENT ...................................................................................................................... 7 2B. HOUSING PRODUCTION DURING 5TH CYCLE RHNA PERIOD .......................................................................................... 7 2C. APPROPRIATENESS AND EFFECTIVENESS OF 2013 HOUSING ELEMENT ............................................................................. 8

3. HOUSING NEEDS ASSESSMENT..................................................................................................................... 21 3A. INTRODUCTION AND BACKGROUND......................................................................................................................... 21 3B. POPULATION TRENDS AND CHARACTERISTICS ............................................................................................................ 21 3C. HOUSEHOLD CHARACTERISTICS .............................................................................................................................. 25 3D. INCOME............................................................................................................................................................. 27 3E. HOUSING CHARACTERISTICS .................................................................................................................................. 31 3F. HOUSING COSTS.................................................................................................................................................. 34 3G. FUTURE HOUSING NEEDS...................................................................................................................................... 41 3H. SPECIAL NEEDS GROUPS ....................................................................................................................................... 42 3I. UNITS AT RISK OF CONVERSION.............................................................................................................................. 53 3J. ESTIMATES OF HOUSING NEED............................................................................................................................... 57

4. CONSTRAINTS .............................................................................................................................................. 58 4A. GOVERNMENTAL CONSTRAINTS.............................................................................................................................. 58 4B. NON‐GOVERNMENTAL CONSTRAINTS...................................................................................................................... 89 4C. ENVIRONMENTAL CONSTRAINTS ............................................................................................................................. 92 4D. INFRASTRUCTURE CONSTRAINTS ............................................................................................................................. 93

5. RESOURCES.................................................................................................................................................. 96 5A. REGIONAL HOUSING NEEDS................................................................................................................................... 96 5B. COMPREHENSIVE GENERAL PLAN UPDATE/PROPOSED LAND USE MAP.......................................................................... 96 5C. SITES FOR HOUSING DEVELOPMENT ........................................................................................................................ 97 5D. HOUSING, FINANCIAL, AND SERVICES RESOURCES .................................................................................................... 104 5E. ADMINISTRATIVE RESOURCES............................................................................................................................... 107 5F. ENVIRONMENTAL CONSTRAINTS ........................................................................................................................... 107 5G. ENERGY CONSERVATION AND CLIMATE CHANGE...................................................................................................... 108 5H. CONSISTENCY WITH THE GENERAL PLAN................................................................................................................. 110 5I. RELATIONSHIP TO OTHER CITY PLANS AND POLICIES ................................................................................................. 111 5J. PRIORITY FOR WATER AND SEWER........................................................................................................................ 111

6. AFFIRMATIVELY FURTHERING FAIR HOUSING (AFFH) ANALYSIS .................................................................. 112 6A. OUTREACH....................................................................................................................................................... 112 6B. ASSESSMENT OF FAIR HOUSING ISSUES.................................................................................................................. 114 6C. ANALYSIS OF CONTRIBUTING FACTORS................................................................................................................... 135

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TABLES
TABLE 2–1: REGIONAL HOUSING NEEDS ALLOCATION – 5TH CYCLE PROGRESS ................................................................................ 7 TABLE 2–2: EVALUATION OF THE 2013 SAN JACINTO HOUSING ELEMENT PROGRAMS .................................................................... 10 TABLE 3–1: POPULATION TRENDS – NEIGHBORING JURISDICTIONS .............................................................................................. 22 TABLE 3–2: POPULATION BY AGE (2018)............................................................................................................................... 22 TABLE 3–3: RACE AND ETHNICITY (2018) .............................................................................................................................. 23 TABLE 3–4: JOB GROWTH AND EMPLOYMENT STATUS .............................................................................................................. 23 TABLE 3–5: JOBS BY INDUSTRY (2018) .................................................................................................................................. 24 TABLE 3–6: JOBS BY OCCUPATION (2018).............................................................................................................................. 24 TABLE 3–7: TRAVEL TIME TO WORK (2018)........................................................................................................................... 25 TABLE 3–8: COMMUTE METHOD (2018)............................................................................................................................... 25 TABLE 3–9: HOUSEHOLDS BY TENURE AND AGE (2018)............................................................................................................ 26 TABLE 3–10: HOUSEHOLD SIZE BY TENURE (2018).................................................................................................................. 27 TABLE 3–11: MEDIAN HOUSEHOLD AND PER CAPITA INCOME.................................................................................................... 27 TABLE 3–12: HOUSEHOLD INCOME FOR ALL HOUSEHOLDS AND BY TENURE (2018) ....................................................................... 28 TABLE 3–13: HOUSEHOLDS BY INCOME GROUP (2017)............................................................................................................ 28 TABLE 3–14: OCCUPATIONS WITH WAGES FOR EXTREMELY LOW‐INCOME HOUSEHOLDS (2020) ..................................................... 30 TABLE 3–15: HOUSING STOCK BY TYPE AND VACANCY (2020)................................................................................................... 31 TABLE 3–16: VACANCY BY TYPE (2018)................................................................................................................................. 31 TABLE 3–17: HOUSING STOCK CONDITIONS (2018)................................................................................................................. 32 TABLE 3–18: OVERCROWDING BY TENURE (2018) .................................................................................................................. 33 TABLE 3–19: HOUSEHOLD SIZE BY TENURE (2018).................................................................................................................. 34 TABLE 3–20: NUMBER OF BEDROOMS BY TENURE (2018) ........................................................................................................ 34 TABLE 3–21: HOMES FOR SALE (MAY 2021).......................................................................................................................... 34 TABLE 3–22: RENTAL COSTS (2018)..................................................................................................................................... 35 TABLE 3–23: RENTAL RATES BY NUMBER OF BEDROOMS........................................................................................................... 36 TABLE 3–24: STATE INCOME LIMITS – RIVERSIDE COUNTY (2020).............................................................................................. 36 TABLE 3–25: HOUSING AFFORDABILITY BY INCOME GROUP ....................................................................................................... 37 TABLE 3–26: HOUSEHOLDS BY INCOME LEVEL AND COST BURDEN (2017) ................................................................................... 38 TABLE 3–27: DEED RESTRICTED AFFORDABLE HOUSING UNITS ................................................................................................... 39 TABLE 3–28: MOBILE HOME PARKS IN SAN JACINTO ................................................................................................................ 40 TABLE 3–29: SENIOR POPULATION AND HOUSEHOLDS (2010 & 2018)....................................................................................... 41 TABLE 3–30: HOUSEHOLDER AGE BY TENURE (2018)............................................................................................................... 42 TABLE 3–31: DISABILITIES BY DISABILITY TYPE (2018).............................................................................................................. 44 TABLE 3–32: DISABLED PERSONS BY EMPLOYMENT STATUS (2018)............................................................................................ 44 TABLE 3–33: DEVELOPMENTALLY DISABLED PERSONS BY RESIDENCE TYPE (2019)......................................................................... 45 TABLE 3–34: FACILITIES AND SERVICES FOR DISABLED PERSONS.................................................................................................. 45 TABLE 3–35: MEDIAN INCOME BY HOUSEHOLD SIZE (2019)..................................................................................................... 46 TABLE 3–36: HOUSEHOLD SIZE VERSUS BEDROOM SIZE BY TENURE (2018).................................................................................. 47 TABLE 3–37: FAMILIES AND FEMALE HOUSEHOLDER WITH CHILDREN UNDER 18 (2018) ................................................................ 48 TABLE 3–38: HOMELESS FACILITIES (2019)*.......................................................................................................................... 50 TABLE 3–39: FACILITIES AND SERVICES FOR THE HOMELESS........................................................................................................ 51 TABLE 3–40: SUMMARY OF AT‐RISK SUBSIDIZED HOUSING UNITS ............................................................................................... 52 TABLE 3–41: SUMMARY OF NEEDS........................................................................................................................................ 55 TABLE 4–1: CURRENT GENERAL PLAN RESIDENTIAL LAND USE DESIGNATIONS ............................................................................... 59 TABLE 4–2: PROPOSED GENERAL PLAN RESIDENTIAL LAND USE DESIGNATIONS ............................................................................. 60 TABLE 4–3: PERMITTED RESIDENTIAL USES BY ZONE ................................................................................................................. 61 TABLE 4–4: ADU AND JADU DEVELOPMENT STANDARDS ......................................................................................................... 64 TABLE 4–5: BASIC RESIDENTIAL DEVELOPMENT STANDARDS FOR THE RE, RR, AND RL ZONES.......................................................... 69 TABLE 4–6: BASIC RESIDENTIAL DEVELOPMENT STANDARDS FOR THE RE, RR, AND RL ZONES.......................................................... 70 TABLE 4–7: RESIDENTIAL PARKING REQUIREMENTS .................................................................................................................. 71

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TABLE 4–8: TYPICAL PERMIT PROCESSING TIMES AND REVIEWING BODY ...................................................................................... 75 TABLE 4–9: DEVELOPMENT PROJECT PROCESSING FEES (EFFECTIVE 07/01/2020)........................................................................ 84 TABLE 4–10: TOTAL FEES FOR TYPICAL SINGLE‐ AND MULTI‐FAMILY UNITS IN SAN JACINTO (2016)................................................. 85 TABLE 4–11: TOTAL PROCESSING AND FEES FOR TYPICAL SINGLE‐ AND MULTI‐FAMILY UNITS (2016)............................................... 86 TABLE 5–1: REGIONAL HOUSING NEEDS ALLOCATION, 2021‐2029............................................................................................ 93 TABLE 5–2: CAPACITY ADJUSTMENT FACTORS – RESIDENTIAL DEVELOPMENT .............................................................................. 97 TABLE 5–3: VACANT RESIDENTIAL SITES (OUTSIDE OF SPECIFIC PLANS) ........................................................................................ 97 TABLE 5–4: CAPACITY ADJUSTMENT FACTORS – MIXED‐USE ZONES ............................................................................................ 99 TABLE 5–5: VACANT MIXED‐USE SITES .................................................................................................................................. 99 TABLE 5–6: RHNA SITE INVENTORY .................................................................................................................................... 100 TABLE 6–1: COMPLIANCE WITH FAIR HOUSING LAWS ............................................................................................................. 115 TABLE 6–2: RACIAL/ETHNIC DISSIMILARITY TRENDS................................................................................................................ 119 TABLE 6–3: DEMOGRAPHIC TRENDS .................................................................................................................................... 120 TABLE 6–4: MEDIAN HOUSEHOLD INCOME ........................................................................................................................... 124 TABLE 6–5: OPPORTUNITY INDICATORS BY RACE/ETHNICITY..................................................................................................... 126 TABLE 6–6: DOMAINS AND LIST OF INDICATORS BY FACTORS .................................................................................................... 127 TABLE 6–7: OPPORTUNITY RESOURCE LEVELS BY CENSUS TRACT ............................................................................................... 127 TABLE 6–8: DEMOGRAPHICS OF HOUSEHOLDS WITH DISPROPORTIONATE HOUSING NEEDS ........................................................... 131 TABLE 6–9: FAIR HOUSING CONTRIBUTING FACTORS .............................................................................................................. 136

FIGURES
FIGURE 3‐1: MEDIAN HOME SALES PRICE............................................................................................................................... 35 FIGURE 5–1: HOUSING ELEMENT SITES ................................................................................................................................ 101 FIGURE 6–1: CENSUS TRACT BOUNDARIES ............................................................................................................................ 137 FIGURE 6–3: DIVERSITY INDEX BY CENSUS BLOCK GROUP 2018 ............................................................................................... 139 FIGURE 6–4: DIVERSITY INDEX BY CENSUS BLOCK GROUP 2010 ............................................................................................... 141 FIGURE 6–5: DIVERSITY INDEX BY CENSUS BLOCK GROUP ‐ COUNTYWIDE ................................................................................... 143 FIGURE 6–6: MEDIAN HOUSEHOLD INCOME BY BLOCK GROUP ................................................................................................. 145 FIGURE 6–7: MEDIAN HOUSEHOLD INCOME BY BLOCK GROUP ‐ COUNTYWIDE............................................................................ 147 FIGURE 6–8: PROPORTION OF POPULATION WITH DISABILITIES BY CENSUS TRACT ........................................................................ 149 FIGURE 6–9: PROPORTION OF POPULATION WITH DISABILITIES BY CENSUS TRACT ‐ COUNTYWIDE ................................................... 151 FIGURE 6–10: PERCENT OF POPULATION 18 YEARS AND OVER IN HOUSEHOLDS LIVING WITH SPOUSE ............................................. 153 FIGURE 6–11: PERCENT OF POPULATION 18 YEARS AND OVER IN HOUSEHOLDS LIVING WITH SPOUSE ‐ COUNTYWIDE ........................ 155 FIGURE 6–12: PERCENT OF CHILDREN IN MARRIED COUPLE HOUSHOLDS ................................................................................... 157 FIGURE 6–13: PERCENT OF CHILDREN IN MARRIED COUPLE HOUSEHOLDS ‐ COUNTYWIDE............................................................. 159 FIGURE 6–14: FEMALE‐HEADED HOUSEHOLDS BY PROPORTION OF CHILDREN PRESENT BY CENSUS TRACT ....................................... 161 FIGURE 6–15: FEMALE‐HEADED HOUSEHOLDS BY PROPORTION OF CHILDREN PRESENT BY CENSUS TRACT ‐ COUNTYWIDE .................. 163 FIGURE 6–16: PROPORTION OF SENIOR RESIDENTS BY CENSUS TRACT........................................................................................ 165 FIGURE 6–17: PROPORTION OF SENIOR RESIDENTS BY CENSUS TRACT ‐ COUNTYWIDE .................................................................. 167 FIGURE 6–18: ETHNICITY ANALYSIS ‐ RACIAL CONCENTRATIONS ............................................................................................... 169 FIGURE 6–19: ETHNICITY ANALYSIS ‐ RACIAL CONCENTRATIONS ‐ COUNTYWIDE .......................................................................... 171 FIGURE 6–20: VERY LOW AND LOW INCOME POPULATION ...................................................................................................... 173 FIGURE 6–21: VERY LOW AND LOW INCOME POPULATION ‐ COUNTYWIDE ................................................................................. 175 FIGURE 6–22: JOB PROXIMITY INDEX BY BLOCK GROUP .......................................................................................................... 179 FIGURE 6–23: TCAC EDUCATIONAL SCORE BY CENSUS TRACT.................................................................................................. 181 FIGURE 6–24: TCAC ENVIRONMENTAL SCORE BY CENSUS TRACT ............................................................................................. 183 FIGURE 6–25: TCAC OPPORTUNITY AREAS BY CENSUS TRACT.................................................................................................. 185 FIGURE 6–26: OVERCROWDED HOUSEHOLDS........................................................................................................................ 187 FIGURE 6–27: OVERCROWDED HOUSEHOLDS ‐ COUNTYWIDE................................................................................................... 189 FIGURE 6–28: COST‐BURDENED RENTER HOUSEHOLDS BY CENSUS TRACT.................................................................................. 191

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FIGURE 6–29: COST‐BURDENED OWNER HOUSEHOLDS BY CENSUS TRACT.................................................................................. 193 FIGURE 6–30: COST‐BURDENED RENTER HOUSEHOLDS BY CENSUS TRACT ‐ COUNTYWIDE............................................................. 195 FIGURE 6–31: COST‐BURDENED OWNER HOUSEHOLDS BY CENSUS TRACT ‐ COUNTYWIDE ............................................................ 197 FIGURE 6–32: SENSITIVE COMMUNITIES............................................................................................................................... 199

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1. Background Report Introduction
The City of San Jacinto, with a present-day population of approximately 51,000 people, is a growing community located at the base of the San Jacinto mountains in western Riverside County.

Incorporated in 1888 and one of the oldest incorporated cities in Riverside County, San Jacinto lies at the northern end of the San Jacinto Valley, bounded by Hemet to the south and approximately 40 miles west of Palm Springs. Regional access is provided by the Ramona Expressway and State Routes 74 and 79. The San Jacinto planning area is approximately 33.2 square miles of land, about a fourth of which is unincorporated land located to the north and east of the current City limits.

From its rural and agricultural origins, San Jacinto has become one of the fastest growing cities in Riverside County with existing and future residents finding themselves drawn to the natural aesthetic and unique character of the City.

State Housing Law (Government Code Section 65583) requires that a “housing element shall consist of an identification and analysis of existing and projected housing needs and a statement of goals, policies, quantified objectives, financial resources, and scheduled programs for the preservation, improvement, and development of housing. The housing element shall identify adequate sites for housing, including rental housing, factory-built housing, and mobile homes, and shall make adequate provision for the existing and projected needs of all economic segments of the community.” This report is an update of the City’s 2013-2021 Housing Element (5th Cycle), adopted in September 2013.

The assessment and inventory must include all of the following:
 Analysis of population and employment trends, documentation of projections, and a quantification of the locality’s existing and projected housing needs for all income levels.

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 The identification of a zone or zones where emergency shelters are allowed as a permitted use without a conditional use or other discretionary permit.  Analysis of any special housing needs, such as those of the elderly, disabled, including developmentally disabled, large families, farmworkers, families with female heads of households, and families and persons in need of emergency shelter.  Analysis of opportunities for energy conservation with respect to residential development.  Analysis of existing assisted multifamily rental housing developments that are eligible to change from low-income housing to market-rate during the next 10 years.

The Background Report of this housing element identifies the nature and extent of San Jacinto’s housing needs, including those of special populations, potential housing resources (land and funds), potential constraints to housing production, and energy conservation opportunities. By examining the City’s housings, resources, and constraints, the City can then determine a plan of action for providing adequate housing. This plan is presented in the Housing Plan, which is the policy component of the Housing Element. In addition to identifying housing needs, the Background Report also presents information regarding the setting in which these needs occur. This information is instrumental in providing a better understanding of the community, which in turn is essential for the planning of future housing needs.

Since the update of the City’s last Housing Element, statutory changes have occurred that must be included in the 2021-2029 San Jacinto Housing Element (6th Cycle). These laws have been incorporated in the appropriate sections throughout this Background Report as well as in its accompanying Policy Document.

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2. Accomplishments Under 5th Cycle Housing Element
The following section reviews and evaluates the City’s progress in implementing the 2013 Housing Element. It reviews the results and effectiveness of programs, policies, and objectives from the previous Housing Element planning period, which covered 2013 through 2021. This section also analyzes the difference between projected housing need and actual housing production. 2A. Review of 2013 Housing Element
The 2013 Housing Element program strategy focused on the accomplishment of policies and implementation of programs to ensure adequate housing sites, to encourage the production of new housing, including affordable and special needs housing, to encourage the maintenance and preservation of existing housing, to remove various constraints to housing, including housing for special needs populations, and to encourage fair housing and non-discrimination. The 2013 Housing Element identified the following goals:

Goal 1: Conserve, improve, and rehabilitate existing housing.

Goal 2: Provide adequate sites for new residential construction to meet the needs of all segments of the community without compromising the character of the City.

Goal 3: Assist in the development of a housing supply which is affordable to all segments of the community.

Goal 4: Remove governmental constraints to the provision of housing to the greatest extent feasible and legally permissible.

Goal 5: Promote equal opportunity for housing throughout the City of San Jacinto. 2B. Housing Production During 5th Cycle RHNA Period
The City’s 5th Cycle Housing Element specifically addressed housing needs for San Jacinto from October 15, 2013 through October 15, 2021, in line with the Regional Housing Needs Allocation (RHNA) planning period adopted by the Southern California Association of Governments (SCAG).

Table 2–1 shows the total number of housing units built in the City during the 5th RHNA cycle to date and compares these units with the units required to be accommodated under the Regional Housing Needs Allocation.

During the 5th Cycle, 955 units were constructed in the City, including 333 above moderate marketrate single-family homes and 622 moderate-income units, as shown in Table 2–1.

TABLE 2–1: REGIONAL HOUSING NEEDS ALLOCATION – 5TH CYCLE PROGRESS Status Extremely
Low Very Low Low Moderate Above Moderate TOTAL
RHNA Allocation 281 281 394 441 1,036 2,433
Permits Issued 0 0 0 622 333 955
Remaining Allocation 281 281 394 0 (surplus of
181 permits) 703 1,478
Sources: 2020 General Plan Annual Progress Report

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2C. Appropriateness and Effectiveness of 2013 Housing Element The overarching goals and policies of the 2013 Housing Element continue to be appropriate to encourage the City’s housing goals. While the majority of goals, policies, and programs included in the 2013 Housing Element continue to be appropriate to address the City’s housing needs, the Housing Plan will be updated to provide clearer guidance and more specific direction to encourage affordable and special needs housing. The Housing Plan will also be updated to streamline programs so that they are easier for staff to implement and to include a matrix of programs that includes timing to make it easier to identify the applicability and timing of programs. In order to improve the ease of use of the Housing Plan, the housing programs will be presented as a user-friendly table.

While this change is visual, it is anticipated to simplify the implementation and tracking of the programs.

As discussed in Table 2–2, most housing programs fulfilled their objective and/or are necessary to comply with housing laws and regulations. The intent of these programs will be kept in the 2021- 2029 Housing Plan, with revisions to address identified specific housing needs, constraints, or other concerns identified as part of this update, and to affirmatively furthering fair housing. The City implemented many of the housing programs in the last several years and anticipates that these changes will further encourage affordable and special needs housing.

A key consideration of this Housing Element is the City’s ongoing comprehensive General Plan Update, which was initiated in 2018. Through this process, the City is looking to develop a strategic vision for the future of San Jacinto and chart a course for the next twenty years. The City has worked diligently with the community, property owners, and other stakeholders as part of this effort, and is nearing completion of the draft General Plan and Environmental Impact Report (EIR); it is anticipated that the updated General Plan and EIR will be circulated for public review in early 2022 and considered at a series of public hearings in Spring 2022. Moreover, the City is also completing a concurrent update to its Development Code to ensure consistency with the General Plan; the update to the Development Code is expected to be completed by October 2022.

The Housing Plan included in this 2021-2029 Housing Element includes modifications to make programs more effective, clarify objectives, and ensure that the programs are implementable. See the Housing Plan for the goals, policies, and programs of this Housing Element.

While the City took a number of significant steps to promote housing during the prior planning period, the experience of most communities throughout the state demonstrates that it is very difficult for local governments to meet their fair share housing goals for lower and moderate-income housing when working alone. All cities, including San Jacinto, have limited financial and staffing resources and require substantial state and/or federal assistance, which is not available at the levels necessary to support the City’s housing needs, as well as the technical assistance of area non-profit housing developers and agencies.

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CUMULATIVE EFFORTS TO ADDRESS SPECIAL HOUSING NEEDS
Government Code Section 65588 requires that local governments review the effectiveness of the housing element goals, policies, and related actions to meet the community’s special housing needs (e.g., low income households, elderly, persons with disabilities, large households, female headed households, farmworkers, persons experiencing homelessness, and non-English speakers). As shown in Table 2–2, during the 2014-2021 RHNA period, the City worked diligently to continuously promote housing for special needs groups in a variety of ways by:
 Amending the Municipal Code to permit emergency shelters in accordance with State law and providing resources to persons experiencing homelessness seeking shelter;
 Assisting low income and elderly residents that apply for Section 8 rental assistance;
 Amending the Municipal Code to require that transitional/supportive housing be subject to the same permit processing procedures as other housing in the same zone;  Updating the Municipal Code to permit Accessory Dwelling Units pursuant to California Government Code Sections 65852.150 and 65852.2, to allow for the development of a unique housing option well-suited to meet the needs of the City’s lower-income and elderly populations;
 Updating the Municipal Code to include Reasonable Accommodation procedures and continuing to support and provide resources for individual homeowners requesting exemptions to zoning and development standards in order to accommodate a disability, thereby assisting persons with disabilities;  Supporting a successful Tax Credit application and fast tracking the rehabilitation plans and review process for an existing 36-unit low-income apartment development; and
 Providing bilingual handouts and other materials on fair housing to assist nonEnglish speakers.

The City has considered the cumulative efforts to address special housing needs and finds that the City’s existing programs to address the community’s special housing needs, particularly for lower income households, the elderly, persons experiencing homelessness, persons with disabilities, and non-English speakers, continue to be relevant and will be continued in the next planning period.

Through this review, the City has identified the need to amend specific Housing Programs to more thoroughly address the needs of large households, female headed households, and farmworkers.

Programs 15 (Development Code Amendments – Housing Constraints), 19 (Affirmatively Furthering Fair Housing Outreach and Coordination Program), and 20 (Housing for Extremely-Low-Income Persons) have been amended to further address the community’s special housing needs. The City will continue to review progress towards addressing these needs as part of each Housing Element Annual Progress Report.

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TABLE 2–2: EVALUATION OF THE 2013 SAN JACINTO HOUSING ELEMENT PROGRAMS Program Accomplishments
Conserve and Improve Affordable Housing
Program 1: Code Enforcement. As part of its Neighborhood Strategy, code enforcement staff use proactive techniques to improve the physical condition of the City's homes and
neighborhoods. The code enforcement team addresses the
following:
 Substandard housing
 Weed abatement
 Abandoned vehicle abatement
 General property and building maintenance
 Health and safety conditions
The most important elements of the code enforcement program are assisting in the identification of substandard housing and providing information to the public about City and County housing programs. During this Housing Element cycle, the City will seek grant funding to complete a comprehensive windshield survey of housing conditions to determine the number and types of housing problems and substandard housing conditions in the City. The results of the survey will be used to target rehabilitation programs to those areas in greatest need.

Result/Evaluation: The City continues to implement its code enforcement program and provide information to the public about City and County housing programs. A comprehensive housing conditions survey has not been completed due to funding and staffing constraints. Given that the survey was not completed in the prior year due to budget and staff constraints, the City has modified this program for the 6th Cycle to include actions to seek grant funding to support implementation of a housing conditions survey, and direction to target code enforcement to areas of the City with significant code violation issues.

In FY17/18, the City added two Code Enforcement Officers in addition to a Code Enforcement Supervisor to its existing staff to provide better coverage and quicker response times. The City has maintained staffing levels through at least FY21/22.

Continue/Modify/Delete: This program is continued with modifications to seek funding in the 2021-2029 Housing Element.

Program 2A: Home Rehabilitation Loan Program. The Home
Rehabilitation Loan Program targets lower-income homeowners who need extensive repairs to improve the condition of their homes. The primary focus of the program is code-related improvements, including major improvements such as roofing, plumbing, and electrical, followed by aesthetic improvements, such as paint, carpet, and landscaping. The program includes improvements needed to correct health and safety violations.

The program provides loans of up to $50,000, with affordability covenants and no interest for 45 years.

Result/Evaluation: This program was placed on hold in 2011 due to elimination of the City’s Redevelopment Agency (RDA) and loss of funding.

The City does not currently have a replacement funding source and a future funding source to continue the program is uncertain at this time. The City continues to monitor alternative funding sources. There are no known households in San Jacinto that were assisted by this program in the prior planning period before its discontinuation.

Continue/Modify/Delete: This program is continued with modifications to seek alternative funding in the 2021-2029 Housing Element.

Program 2B: Enhanced Senior Home Repair Grant Program.

The Enhanced Senior Home Repair Grant Program provides
one-time grants of up to $3,000 to qualified low-income seniors for needed repairs to both mobile home units and conventional housing.

Result/Evaluation: This program was placed on hold in 2011 due to dissolution of the City’s Redevelopment Agency (RDA) and loss of funding.

Continue/Modify/Delete: This program is continued in the 2021-2029 Housing Element.

Program 3: Conservation of Existing and Future Affordable Units. San Jacinto has several assisted affordable housing developments, although none is at risk of conversion to market rate during the current planning period. However, the City will continue to monitor the status of these projects and take steps to preserve affordability should any become at-risk of conversion in Result/Evaluation: The City supported a Tax Credit application for one housing project and it received Tax Credit funding to rehabilitate units and add a small community room. The rehabilitation was completed in 2017.

The City continues to monitor the status of affordable housing development projects.

Continue/Modify/Delete: This program is largely continued in the 2021-

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Program Accomplishments
the future. 2029 Housing Element, with modifications to reflect the current at-risk status of affordable units.

Program 4: Section 8 Rental Assistance. The Section 8
Rental Assistance Program provides rental subsidies to verylow-income (up to 50 percent of areawide median income – [AMI]) family and elderly households who spend more than 30 percent of their income on rent. The subsidy represents the difference between 30 percent of monthly income and the actual rent. Section 8 assistance is issued to the recipients as vouchers, which permit tenants to choose their own housing and rent units beyond the federally determined fair market rent in an area, provided the tenants pay the extra rent increment.

According to the Housing Authority of Riverside County
(HARIVCO), approximately 244 households are receiving
Section 8 assistance in San Jacinto.

Result/Evaluation: The City continues to support the Section 8 Rental Assistance Program.; 244 households are receiving Section 8 assistance in San Jacinto as of September 30, 2021.

Continue/Modify/Delete: This program is continued in the 2021-2029 Housing Element.

Provide Adequate Housing Sites
Program 5: Land Use Element. Planning and regulatory
actions to ensure adequate housing sites are achieved through the Land Use Element and Development Code. The Land Use Element provides for a variety of residential types, ranging from lower-density single-family houses to higher-density apartments and condominiums. A significant portion of the inventory of sites for higher-density housing is located in large planned
developments. In some cases, large parcels must be subdivided to create suitable building sites prior to construction. When large sites must be divided into smaller parcels prior to development, the City will facilitate this process through pre-application meetings to clarify procedures, concurrent priority processing of subdivision maps with any other required approvals, and incentives such as density bonus and modified development standards when the project includes affordable multi-family housing. The City has a successful track record of facilitating development applications, and will continue to work
cooperatively with developers to streamline the permit process for large parcels requiring subdivisions.

The Very High Density Residential (VHDR) land use designation allows multi-family residential development at 18.1 – 22.0 units/acre (excluding density bonus) and is suitable for lowerincome housing in the San Jacinto market area.

The High Density Residential (HDR) land use designation currently allows multi-family housing at a density of 10.1 – 14.0 units/acre. As noted in the Technical Appendix, all recent multifamily developments (both market rate and deed-restricted) in San Jacinto have been affordable to lower-income households regardless of density. However, in order to provide enhanced opportunities for affordable housing development in the current planning period, multi-family projects in the HDR district will be permitted by-right at a density of 20 units/acre when 50% of the Result/Evaluation: The Land Use Element was amended in 2012 to provide additional capacity for high-density housing commensurate with the RHNA (see also Program 11). The City continues to take action to facilitate adequate housing site development.

Continue/Modify/Delete: This program is largely continued in the 2021- 2029 Housing Element with modifications to reflect the changes to the Development Code which have been adopted since 2013. The City is also undertaking a comprehensive General Plan Update and associated Development Code Update.

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Program Accomplishments
units are restricted for lower-income occupants (see Program 11).

In addition, the City will complete the Development Code update and incorporate standards for the Very High Density Residential (VHDR) land use designation (see Program 11) that will permit multi-family housing by-right at a density of 18.1 to 22.0 dwelling units per acre (excluding density bonus), with refinements to the General Plan as necessary in order to maintain consistency between the Land Use Element and the Development Code.

Program 6: Provide Incentives and Assistance to Affordable Housing Developments. In order to facilitate the development of housing for low- and moderate-income households, the City will implement the following actions:
 Provide administrative assistance to developers
seeking available state and federal funding and/or tax
credits for the construction of low- and moderateincome housing  Facilitate projects that incorporate affordable units by granting modifications to development standards,
expedited processing, or financial incentives
consistent with state law.
 Affordable housing developers will be contacted each
year to solicit interest and apprise them of available
assistance programs.
 Targeted assistance for special needs housing and
extremely-low-income (ELI) units will be provided
through density bonuses and/or regulatory incentives,
modified development standards and fee deferrals,
when feasible.

Result/Evaluation: The City supported a successful Tax Credit application and fast tracked the rehabilitation plans and review process for an existing 36- unit low-income apartment development. The City continues to implement actions to facilitate development of housing for low- and moderate-income households. The City outreached to developers of affordable housing during the planning period on a regular basis to offer assistance in seeking funding and educate them on activity in the City, including sites available for development.

Continue/Modify/Delete: This program is continued in the 2021-2029 Housing Element.

Program 7: Downpayment Assistance Program. The
Downpayment Assistance Program provides downpayment or
closing cost assistance of up to 6% of the sales price (up to $390,450) to persons or families earning up to 120% of the area median income. The program is flexible and can be used to reduce monthly payments or cover closing costs.

Result/Evaluation: This program was placed on hold in 2011 due to dissolution of the RDA and loss of funding. The City does not currently have a replacement funding source and a future funding source to continue the program is uncertain at this time. There are no known households in San Jacinto that were assisted by this program in the prior planning period before its discontinuation.

Continue/Modify/Delete: Funding is no longer available and this program has been discontinued.

Program 8: Single-Family Infill Housing Program.

Development of single-family infill housing will help promote homeownership and neighborhood improvement. Single-family infill housing can be developed in the older portions of the City, which will help improve the vacant lots and provide additional affordable housing opportunities. Several City-owned properties may be available for development. To enhance the affordability of the units, down payment assistance may be provided. The City will also identify individual vacant lots that are appropriate for single-family housing development and cooperate with private property owners to develop housing on these properties.

Result/Evaluation: This program was placed on hold due to dissolution of the RDA and loss of funding. Prior to the dissolution of the RDA, the City was working with Habitat for Humanity to acquire sites for new homes. The City does not currently have a replacement funding source and a future funding source to continue the program is uncertain at this time.

Continue/Modify/Delete: This program will be modified in the 2021-2029 Housing Element to reflect the program priorities within the context of available funding sources.

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The City may offer assistance for developing the properties with housing for income-qualified households to the extent feasible.

Program 9. Pursue State and Federal Funding. The City will continue to pursue available state and federal funding sources in cooperation with private developers, non-profit housing corporations, and other interested entities to assist in meeting the needs of lower-income households. The City will work with developers or other entities to identify the funding sources most appropriate to meet a specific need and apply for funds, or assist other entities in applying for funds, during available funding cycles. City assistance to other entities will include, but not be limited to:
 Providing data that is necessary for a funding request; and
 Expediting permit decisions on proposed projects that require City approval or that will be more competitive
with City approval, prior to submitting funding
requests.

For example, the City is not eligible to apply directly for HOME funds, but this program is available through the County of Riverside Economic Development Agency (EDA). HOME funds are disbursed on a project need basis. The City is currently working with a developer to design and construct a low-income housing project and will support the developer’s application for HOME funds through the County EDA. During the timeframe of this Housing Element, the City will work with affordable housing providers to assist in the development of at least one family housing project that will reduce the incidence of overcrowding among low-income families who rent.

Result/Evaluation: Through the HOME funded down payment assistance program, 13 low income families in San Jacinto were assisted between 2014 and 2020. The City routinely engages private developers to assist with identifying and procuring State and federal funding to provide assistance for low income developments. The City is a member of Western Riverside Council of Governments (WRCOG), which has retained Blais & Associates to identify grant opportunities and provide grant writing assistance. The report is e-mailed to member agencies on a bi-weekly basis. The most current overview includes 76 grant programs, several of which are for housing. City staff utilize the table to help identify grants that may be appropriate for various development projects. To date, none of the development projects meet the program requirements for funding. The City continues to discuss opportunities with potential affordable housing developers and identify and evaluate potential state State and federal funding sources to support affordable housing development in the community.

Continue/Modify/Delete: This program is continued in the 2021-2029 Housing Element with modifications to reflect existing conditions and priorities.

Program 10: Mortgage Credit Certificate Program. A
Mortgage Credit Certificate (MCC) entitles qualified home buyers to reduce the amount of their federal income tax liability by an amount equal to a portion of the interest paid during the year on a home mortgage. This tax credit allows the buyer to qualify more easily for a loan by increasing the effective income of the buyer. The Riverside County MCC Program provides for a 15% rate which can be applied to the interest paid on the mortgage loan. The borrower can claim a tax credit equal to 15% of the interest paid during the year. Since the borrowers taxes are being reduced by the amount of the credit, this increases the take-home pay by the amount of the credit. The buyer takes the remaining 85% interest as a deduction. When underwriting the loan, a lender takes this into consideration and the borrower is able to qualify for a larger loan than would otherwise be possible.

This program was initiated by the Riverside County Economic Development Agency (EDA) in November 2008. The City will provide information regarding this program on the City website, Result/Evaluation: During the planning period, the City worked with Riverside County EDA to facilitate MCCs for homebuyers in San Jacinto.

MCCs were allocated to 10 homebuyers in 2012; 7 were allocated in 2014; 9 were allocated in 2016; and 2 were allocated in 2018. The program was suspended in 2018 due to reprioritization away from MCC in favor of rental housing development. The City continues to provide information to residents regarding this program.

Continue/Modify/Delete: This program is continued with modifications to support relaunch of the program in the 2021-2029 Housing Element.

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at City Hall and other public locations.

Remove Governmental Constraints
Program 11. Development Code Update. After the updated
General Plan was adopted in 2006, the City began a
comprehensive update to the Development Code to ensure
consistency with the General Plan. In the interim period until the new Development Code is adopted, the General Plan is the controlling land use document. If a development application is submitted for a project that is consistent with the General Plan but inconsistent with zoning, a zone change will be processed as part of the application at no additional cost. Any application that is inconsistent with the Land Use Element of the General Plan would require a General Plan amendment, even if it is consistent with the Development Code. As part of this update, the
Ordinance will also be revised for compliance with State law. In 2003 the City updated the Second Unit Ordinance to permit second units by-right in accordance with Section 65852.2, eliminating the need for a conditional use permit.

The following additional issues will be addressed in the current Housing Element cycle:
a. Small Community Care Facilities: Sections 5116 and
5117 of the California Welfare and Institutions Code
stipulate that the use of property by state-licensed
facilities for the care of six or fewer disabled persons is a residential use of such property for the purposes
of zoning.
b. Small Community Care Facilities: Sections 5116 and
5117 of the California Welfare and Institutions Code
stipulate that the use of property by state-licensed
facilities for the care of six or fewer disabled persons is a residential use of such property for the purposes
of zoning.
c. Emergency Shelters: In accordance with Government
Code §65583(c)(1), the City must encourage and
facilitate the development of a variety of housing
types, including emergency shelters. The City will
identify at least one zone that explicitly permits
emergency shelters by right, consistent with SB 2 of
2007. Based on preliminary review, the Heavy
Commercial Limited Industrial Zone will be considered
for this purpose. Within one year of Housing Element
adoption, the City Council will make a final
determination and adopt an ordinance identifying at
least one zone where emergency shelters may be
established by-right (i.e., with no conditional use
permit or other discretionary approval) subject to
appropriate development standards. The selected
zone will provide adequate capacity to accommodate
Result/Evaluation: This Development Code Update was adopted by the City Council in 2012 and has been periodically amended since that time.

This program has been completed.

Continue/Modify/Delete: This program will be modified to reflect any new Development Code Updates that are required in order to comply with current state housing law. The identification of these necessary updates are included in this Housing Element Background Report and in the Housing Plan.

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at least one year-round shelter and will subject
shelters only to those development and management
standards that apply to other developments in the
same zone, in conformance with SB 2.
d. Transitional and Supportive Housing: The Municipal
Code will be amended to clarify that
transitional/supportive housing is a residential use
subject to the same requirements as other residential
uses of the same type in the same zone.
e. Definition of “Family: The Municipal Code definition of “family” will be amended consistent with current law.
f. Density Bonus: Recent changes to California
Government Code §65915 require the City to update
its Density Bonus Ordinance. Under the current law,
applicants are eligible for a range of density bonuses
up to 35 percent based on the percentage of
affordable units in a development. Applicants are also
eligible for a new land donation density bonus. The
City is now required to offer one to three regulatory
incentives based on the percentage of affordable units
in a development. Reduced, waived, or partially paid
fees are possible incentives associated with
applications for density bonuses. The law also limits
parking requirements that localities may impose.
g. New Medium High Residential (MHR) district and
increased density in the High-Density Residential
(HDR) district: To enhance the feasibility of affordable multifamily housing, the City will amend the zoning
regulations for the HDR district to increase the
allowable density range from 10.1 – 14.0 units/acre to

14.1 – 18.0 units/acre (excluding density bonus). A
companion amendment to the Land Use Element will
also be processed to establish a density range of 14.1
– 18.0 units/acre in the High Density Residential
General Plan land use designation.

In connection with this amendment, a new “Medium
High Residential” (MHR) district will be established
with an allowable density range of 10.1 – 14.0
units/acre and properties currently located in the HDR
district will be reclassified as MHR. In order to create additional incentives for affordable housing
development in the current planning period
commensurate with the RHNA, development projects
in the new MHR district that provide at least 50% of
the units reserved for lower-income households will be
permitted by-right at a density of 20 units/acre and
may utilize the development standards that are
applicable to the VHDR district. Such projects will not be subject to the bonus density criteria that apply to

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other developments (see Technical Report p. TR-34)
in order to achieve a density of 20 units/acre. The City will also provide assistance to affordable housing
developments as described in Program 6.

The sites to be reclassified to MHR are listed in
Appendix B, Table B-4 and are subject to the following
requirements pursuant to Government Code
§65583.2(h):
 Owner-occupied and rental multi-family
residential use shall be permitted by-right
 Minimum of 16 units per site
 Minimum density of 20 units/acre
 At least 50% of the unmet need shall be
accommodated on sites designated for
residential use and for which non-residential
uses or mixed uses are not permitted.

Following adoption of the General Plan and zoning
amendments to reclassify HDR properties to MHR,
owners of these properties may request redesignation
to the new HDR designation subject to the provision of
community benefits (such as housing affordability or
public improvements) in recognition of the increased
property value that is created with higher densities.
h. New VHDR Zoning District: Develop new standards to
implement the Very High Density Residential (VHDR)
General Plan land use designation. This new zoning
district will permit residential densities from 18.1 to

22.0 dwelling units per acre. Among the development
standards to be adopted with this new district will be:
 A requirement that projects not develop below
the minimum density of 18.1 dwelling units per
acre to ensure the City can accommodate its
share of very-low-income housing needs; and
 Allowance of residential projects as a permitted
use by-right (no conditional use permit or other
discretionary requirement as in the R-3 zone).
 Standards for parking, lot coverage and height
limits that encourage and facilitate development
of multi-family housing affordable to lowerincome households.  As noted in Appendix D (Analysis of
Unaccommodated Need from the Previous
Planning Period) some parcels within the
new VHDR General Plan Land Use
category are not currently within a zoning
district with development standards that
would allow development consistent with

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the VHDR General Plan designation, and
therefore these sites are subject to the
requirements of Government Code §
65583.2(h) described above. In addition,
projects on these sites that provide at least
50% of the units reserved for lower-income
households will be permitted by-right at the
upper end of the allowable density range
(i.e., 22 units/acre) and will not be subject to
the bonus density criteria that apply to other
developments (see Technical Report p. TR34) in order to achieve this density. These VHDR sites are listed in Appendix B, Table
B-4 and will be rezoned to VHR concurrent
with Housing Element adoption.

The City shall comply with the “no net loss” provisions of Government Code §65863 through the
implementation of an ongoing project-by-project
evaluation process to ensure that adequate sites are
available to accommodate the City’s RHNA share
throughout the planning period. The City shall not
reduce the allowable density of any site in its
residential land inventory, nor approve a development
project at a lower density than assumed in the land
inventory, unless both of the following findings are
made:
 The reduction is consistent with the adopted
General Plan, including the Housing Element;
and
 The remaining sites identified in the Housing
Element are adequate to accommodate the
City’s share of regional housing need pursuant to
Government Code §65584.

If a reduction in residential density for any parcel
would result in the remaining sites in the Housing
Element land inventory not being adequate to
accommodate the City’s share of the regional housing
need pursuant to §65584, the City may reduce the
density on that parcel if it identifies sufficient
additional, adequate and available sites with an equal
or greater residential density so that there is no net
loss of residential unit capacity.

As part of the annual General Plan implementation
report, the City will review housing activity in the MHR and VHDR districts to ascertain the effectiveness of
this program in facilitating affordable housing
production. If it is determined that the bonus density
provision for projects that include 50% lower-income

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units is not resulting in a beneficial impact on housing production and RHNA objectives, the City Council will
review other options for facilitating affordable housing development.
i. Rezone S-D Lands to R-2: To achieve consistency
with State fair housing laws, the City will eliminate the senior development zone and rezone these areas R-2.

The rezone will include incentives and flexible
development standards to encourage senior housing
development at these locations.
j. PUD review procedures: In order to minimize
processing time and enhance the certainty of
development, the Development Code will be amended
to limit the PUD review process to confirming that
projects comply with applicable development
standards.

Promote Equal Housing Opportunities
Program 12: Fair Housing Services. San Jacinto is not an Entitlement City and is therefore not required to contract directly with a fair housing service provider. The City will continue to work with County of Riverside, which provides fair housing services to all unincorporated areas of the county and nonentitlement cities. Fair housing services offered by the County include counseling and information on potential discrimination and landlord/tenant problems; special assistance for ethnic minorities and single-parent households; and bilingual housing literature. Information regarding available services will be provided at City Hall, on the City website, and at other governmental offices within the city. In addition, the City will work cooperatively with the County of Riverside to distribute fair housing information annually.

Result/Evaluation: The City continues to work with the County of Riverside, who provides fair housing services through Riverside County EDA. Fair Housing Provides the following services: Anti-Discrimination; Landlord – Tenant Services; First-Time Homebuyer; Foreclosure Prevention; PrePurchase Consulting; Credit Counseling; and Training. During the planning period, the Fair Housing Council provided homebuyer workshops. The City continues to provide information on available fair housing services.

Continue/Modify/Delete: This program is continued in the 2021-2029 Housing Element.

Program 13. Reasonable Accommodation in Housing for
Persons with Disabilities. Both the Federal Fair Housing Act and the California Fair Employment and Housing Act require local governments to make reasonable accommodations (i.e. modifications or exceptions) in their zoning laws and other land use regulations to allow disabled persons an equal opportunity to use and enjoy a dwelling.

Although existing City practices and customs provide reasonable accommodation for housing intended for persons with
disabilities, the City does not have a formal policy or procedure for processing such requests. The City will amend the
Development Code to establish formal policy and procedures for processing requests for reasonable accommodation
administratively in accordance with Government Code
§65583(c)(3).

Result/Evaluation: The City updated the Development Code in 2014 to include Reasonable Accommodation procedures in accordance with Government Code §65583(c)(3). The City continues to monitor zoning laws and other land use regulations and ensure consistency with state and federal statute related to reasonable accommodations.

Continue/Modify/Delete: This program is largely continued into the 2021- 2029 Housing Element with minor modifications to reflect existing conditions and requirements.

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Program 14. Housing for Extremely-Low-Income Persons.

Recent changes to state law (AB 2634 of 2006) require local governments to consider the needs of extremely-low-income (ELI) persons in formulating housing programs. In San Jacinto, housing is much more affordable than most areas of Southern California, and therefore ELI households have less difficulty finding suitable housing than many other areas. However, in order to encourage and facilitate additional housing for persons with extremely-low-incomes the City will pursue the following actions:
 Provide expedited permit processing for new housing
that includes ELI units, such as SROs and
transitional/supportive housing
 Provide regulatory concessions and/or financial
incentives when developers include ELI units in
affordable developments
 Conduct annual outreach to non-profit developers
Result/Evaluation: The City continues to work with affordable housing developers to identify potential sites and to facilitate development of ELI units, although no ELI units were produced during the planning period.

Continue/Modify/Delete: This program is continued in the 2021-2019 Housing Element.

Program 15. Residential Energy Conservation. With the
adoption of AB 32, California’s greenhouse gas legislation, energy conservation is a growing concern. In addition to helping to mitigate greenhouse gas emissions, residential energy efficiency can reduce home heating and cooling costs.
a. Through the Energy Leader Partnership Program,
Southern California Edison provides support to local
governments to identify and address energy efficiency
opportunities in municipal facilities, take actions
supporting the California Long Term Energy Efficiency
Strategic Plan and increase community awareness
and participation in demand side management
opportunities. A key goal in SCE's local government
partnerships is helping cities and counties lead by
example in addressing energy efficiency first in their
own municipal facilities. In addition, the program
strives to expand the policies and the energy
management capacity at local governments to
maintain a long term sustainability focus. The City of
San Jacinto will seek to participate in the Energy
Leader Program with SCE to encourage and facilitate
opportunities for energy efficiency.
b. Support the use of innovative building techniques and construction materials for residential development,
such as energy efficient buildings that utilize solar
panels and sustainable building materials that are
recyclable.
c. Encourage maximum utilization of Federal, State, and local government programs, such as the County of
Riverside Home Weatherization Program, that assist
homeowners in providing energy conservation
Result/Evaluation: During the planning period, the City supported the Western Riverside Council of Governments (WRCOG) HERO program for providing low interest loans to qualified property owners for energy efficient upgrades. 601 households in San Jacinto utilized the HERO program between 2013 and 2021. In 2020, the program operator, Renovate America, filed for bankruptcy, thereby ending the program. The City will actively engage with WRCOG on developing a new program that provides assistance to homeowners for Residential Energy Conservation programs.

In addition, the City will provide information to San Jacinto Power customers on an annual basis, including on the San Jacinto Power website, information regarding available rebates and programs related to Residential Energy Conservation.The City continues to support and provide information for residential energy conservation techniques and programs.

Continue/Modify/Delete: This program is continued, with modifications to reflect current programs, in the 2021-2029 Housing Element.

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measures.
d. Maintain and distribute literature on energy
conservation, including solar power, additional
insulation, and subsidies available from utility
companies, and encourage homeowners and
landlords to incorporate these features into
construction and remodeling projects.
e. Encourage energy conservation devices including but
not limited to lighting, water heater treatments, solar energy systems for all residential projects.

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3. Housing Needs Assessment
3A. Introduction and Background
The purpose of the Housing Needs Assessment is to describe housing, economic, and demographic conditions in San Jacinto, assess the demand for housing for households at all income levels, and document the demand for housing to serve various special needs populations. The Housing Needs Assessment also addresses whether assisted housing projects are at risk of converting to market rate projects. The Housing Needs Assessment is intended to assist San Jacinto in developing housing goals and formulating policies and programs that address local housing needs.

Several sources of data were used to describe existing demographic and housing conditions, including the following:
 Pre-Certified Local Housing Data package for the City of San Jacinto developed by the Southern California Association of Governments (SCAG) and pre-certified by the California Department of Housing and Community Development (HCD) for use in 6th cycle housing elements.
 Data from the 2010 U.S. Census, 2014-2018 U.S. Census American Community Survey (ACS), California Department of Finance (DOF), California Employee Development Department (EDD), and U.S. Department of Housing and Urban Development (HUD) is included to provide information on population, household, housing, income, employment, and other demographic characteristics.  Regional information from the Fair Housing Council of Riverside County.  Other sources of economic data such as information from the websites Zillow.com and Apartments.com, and other published data are used where current Census, ACS, DOF, HUD, and other standard data sources do not provide relevant data.  Interviews with key agencies and organizations were conducted to obtain information on housing needs and, in particular, needs of populations with special housing needs.
 Research and data related to fair housing, including Census Scope, Social Science Data Analysis Network, the UC Davis Center for Regional Change and Rabobank, N.A., and the California Fair Housing Task Force.

Due to the use of multiple data sources (with some varying dates), there are slight variations in some of the information, such as total population and total household numbers, presented in this document. However, these variations do not significantly affect the discussion of overall housing trends and changes.
3B. Population Trends and Characteristics

POPULATION GROWTH
Table 3–1 shows population growth for San Jacinto and other jurisdictions in the region from 2000 through 2020. According to data prepared by the California DOF, the population of San Jacinto in 2020 was 51,028 persons, an increase of approximately 15.4% since 2010. During the previous decade (2000 to 2010), the City’s population increased by 85.9%. San Jacinto’s growth rate has been higher than the countywide growth rate, with Riverside County experiencing drastically lower population growth rates than San Jacinto during the 2000 to 2010 period, and slightly lower population growth rates than San Jacinto during the 2010 to 2020 period, as shown in Table 3–1.

This population growth is due in large part to pressure from surrounding counties; as Orange, Los Angeles, and San Diego Counties became overcrowded, residents turned to less expensive options

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in Riverside County. As an established city with room to grow and located in close proximity to these counties, San Jacinto may have benefited from this migration trend more than other areas of Riverside County. Of neighboring jurisdictions, the City of Moreno Valley had the greatest numeric change in population (66,457 persons) and the City of Perris had the largest percentage change in population (121.6%) from 2000 to 2020.

TABLE 3–13–1: POPULATION TRENDS – NEIGHBORING JURISDICTIONS Jurisdiction 2000 2010 2020
Change
2000-20
% Change
2000-20
San Jacinto 23,779 44,213 51,028 27,249 114.6%
Moreno Valley 142,381 193,365 208,838 66,457 46.7%
Temecula 57,716 100,097 111,970 54,254 94.0%
Hemet 58,812 78,657 85,175 26,363 44.8%
Lake Elsinore 28,928 51,821 63,453 34,525 119.4%
Perris 36,189 68,386 80,201 44,012 121.6%
Riverside County 1,545,387 2,189,641 2,442,304 896,917 58.0% Sources: US Census, 2000; DOF, 2020
AGE
Changes in the age groups can indicate future housing needs. Table 3–2 compares age cohort sizes in 2018 for San Jacinto and Riverside County. In San Jacinto, children under 15 comprise 24.5% of the City’s population, teens and young adults (15 – 24) represent 15.7%, and adults in familyforming age groups (25 – 44) comprise 26.4%. Adults aged 45 to 64 represent 22.4% of the population and seniors (65 and over) comprise 11%. In 2018, the median age in San Jacinto (32.2 years) was approximately three years lower than that of Riverside County (35.3 years) and four years lower than the statewide median age (36.3 years).

TABLE 3–23–2: POPULATION BY AGE (2018)
Age
San Jacinto Riverside County
Number Percent Number Percent
Under 5 Years 3,798 8.00% 158,008 6.6%
5 to 9 3,697 7.80% 169,403 7.1%
10 to 14 4,136 8.70% 177,796 7.5%
15 to 19 3,949 8.30% 177,697 7.5%
20 to 24 3,512 7.40% 170,153 7.1%
25 to 34 6,073 12.8% 328,917 13.8%
35 to 44 6,478 13.7% 303,627 12.7%
45 to 54 6,060 12.7% 303,884 12.8%
55 to 64 4,579 9.7% 265,192 11.1%
65 to 74 3,322 7.0% 186,772 7.8%
75 to 84 1,323 2.8% 101,900 4.3%
85 and Over 547 1.2% 39,937 1.7%
TOTAL 47,474 100% 2,383,286 100%
Source: US Census, 2014-2018 ACS

RACE/ETHNICITY
Table 3–3 shows the ethnic composition of San Jacinto’s population. Approximately two-thirds

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(67.8%) of the City’s population identify as White. The next largest racial group is “some other race” (14.2%), followed by Black or African American (6.9%), “two or more races” (4.9%), Asian (3.9%), and American Indian or Alaska Native (2.3%), and Native Hawaiian and Pacific Islander (0.1%).

More than half of the population (54.1%) is of Hispanic or Latino origin. San Jacinto has a higher proportion of groups that identify as White, American Indian or Alaska Native, or Hispanic or Latino than the County, and fewer who identify as Asian or “some other race” which has the potential to influence buying preferences and the demand for special needs housing (e.g., multigenerational housing).

TABLE 3–33–3: RACE AND ETHNICITY (2018)
Race/Ethnicity
San Jacinto Riverside County
Number Percent Number Percent
White 32,173 67.8% 1,450,134 60.8%
Black or African American 3,270 6.9% 153,545 6.4%
American Indian or Alaska Native 1,075 2.3% 19,281 0.8% Asian 1,847 3.9% 152,130 6.4%
Native Hawaiian and Pacific Islander 27 0.1% 6,843 0.3% Some Other Race 6,744 14.2% 495,241 20.8%
Two or More Races 2,338 4.9% 106,112 4.5%
TOTAL 47,474 100% 2,383,286 100%
Hispanic or Latino (of any race) 25,676 54.1% 1,154,517 48.4% Source: US Census, 2014-2018 ACS

EMPLOYMENT
One of the factors that can contribute to an increase in demand for housing is expansion of the employment base. Table 3–4 shows the employment and unemployment rates for persons 16 years and older that were in the labor force in 2010 and 2018. In 2018, ACS data indicated that there were 17,977 employed persons in the San Jacinto labor force and that the unemployment rate was approximately 10%, a decrease from 16.7% in 2010 as the City (and country) emerged from the Great Recession. According to the labor report data compiled by the California EDD, the RiversideSan Bernardino-Ontario Metropolitan Area’s average annual unemployment rate in 2018 was estimated at 4.3%, Riverside County’s rate was 4.5%, while California’s was 4.1%.

TABLE 3–43–4: JOB GROWTH AND EMPLOYMENT STATUS
2010 2018
Number Percent Number Percent
Total Persons in Labor Force 17,200 100% 19,976 100%
Employed 14,322 83.3% 17,977 90%
Unemployed 2,878 16.7% 1,999 10%
Sources: US Census, 2006-2010 ACS and 2014-2018 ACS

INDUSTRY AND OCCUPATION
Of San Jacinto’s employed residents, the “Educational services, health care and social assistance” industry employed the most people at 21.2%. The second largest employment sector was the “Retail trade” industry, which had 14.8% of the total employed persons in San Jacinto. The top two employment categories in Riverside County were the “Educational services, health care and social assistance” industry at 20.7% and the “Retail trade” industry at 12.9%.

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The City’s workforce holds a variety of types of jobs as shown in Table 3–6, with the largest sector (24.2%) working in management, business, science, and arts occupations, followed by 21.5% in service occupations. Employment and occupation trends play an important role in defining housing needs. This relationship extends beyond the impact of employment growth on housing demand in the City and includes how wage levels and median earnings affect the type of housing affordable to workers and households in San Jacinto. There is a significant gap, for example, between the median earnings of a resident employed in management and a resident employed in a service occupation, and this translates into the type of housing that is needed in the City.

TABLE 3–53–5: JOBS BY INDUSTRY (2018)
Industry Number Percent
Agriculture, forestry, fishing and hunting, mining 329 1.8% Arts, entertainment, recreation, accommodation, food services 1,733 9.7% Construction 1,652 9.2%
Educational services, health care and social assistance 3,801 21.2% Finance and insurance, real estate and rental and leasing 693 3.9% Information 94 0.5%
Manufacturing 1,287 7.2%
Other services 921 5.1%
Professional, scientific, management, administrative, waste mgmt. 1,828 10.2% Public administration 721 4.0%
Retail trade 2,643 14.8%
Transportation, warehousing, utilities 1,763 9.9%
Wholesale trade 429 2.4%
TOTAL (Civilian Labor Force) 17,894 100%
Armed Forces 83 100%
Source: US Census, 2014-2018 ACS
TABLE 3–63–6: JOBS BY OCCUPATION (2018)
Occupation Number Percent Median
Earnings*
Management, business, science, and arts occupations 4,327 24.2% $50,494 Natural resources, construction, and maintenance occupations 2,565 14.3% $35,303 Production, transportation, and material moving 3,766 21.0% $25,067 Sales and office occupations 3,389 18.9% $26,077
Service occupations 3,847 21.5% $17,293
*Median earnings in previous 12 months prior to survey
Sources: SCAG 6th Cycle Data Package; US Census, 2014-2018 ACS

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TRAVEL TO WORK
Approximately 45% of San Jacinto workers 16 years and over travelled less than 30 minutes to work. Comparatively, almost a quarter (22.3%) of workers drive more than 60 minutes to work.

Most San Jacinto workers, 76.8%, drive alone to work and 15.1% carpool. Table 3–7 identifies travel time to work and Table 3–8 identifies commute methods for San Jacinto workers in 2018.

TABLE 3–73–7: TRAVEL TIME TO WORK (2018) TABLE 3–83–8: COMMUTE METHOD (2018) Number Percent Number Percent
Less than 10 minutes 1,972 11.7% Drive Alone 13,357 76.8% 10-19 minutes 3,154 18.8% Carpooled 2,622 15.1%
20-29 minutes 2,430 14.4% Public Transportation 99 0.6% 30-44 minutes 3,475 20.7% Walk 345 2.0%
45-59 minutes 2,036 12.1% Other 398 2.3%
60 + minutes 3,754 22.3% Work at Home 564 3.2%
Source: US Census, 2014-2018 ACS Source: US Census, 2014-2018 ACS 3C. Household Characteristics
According to the Census, a household is defined as all persons living in a housing unit. This definition includes families (related individuals living together), unrelated individuals living together, and individuals living alone.

A housing unit is defined by the Census as a house, an apartment, a mobile home, a group of rooms, or a single room that is occupied (or if vacant, is intended for occupancy) as separate living quarters. Separate living quarters are those in which the occupants live and eat separately from any other persons in the building and which have direct access from the outside of the building or through a common hall. The occupants may be a single family, one person living alone, two or more families living together, or any other group of related or unrelated persons who share living arrangements.

People living in retirement homes or other group living situations are not considered “households” for the purpose of the U.S. Census count. The household characteristics in a community, including household size, income, and the presence of special needs households, are important factors in determining the size and type of housing needed in the City.

Table 3–9 below identifies the ages of householders in San Jacinto and Riverside County in 2018 based on ACS data from 2014-2018. Homeowner households are generally headed by residents early middle-aged to middle-aged, with 53% of homeowner households headed by a resident 35- 59 years of age; however, 17% of homeowner households are headed by someone 65-74 years.

Households who rent their homes trend slightly younger; about 62.6% of renter households are headed by a person aged 25-54.

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TABLE 3–93–9: HOUSEHOLDS BY TENURE AND AGE (2018)
San Jacinto Riverside County
Number % Number %
Total Households: 12,717 - 718,349 -
Owner Occupied: 8,182 64.3% 472,401 65.8%
Householder 15 to 24 years 34 0.3% 2,850 0.4%
Householder 25 to 34 years 973 7.7% 43,381 6.0%
Householder 35 to 44 years 1,599 12.6% 77,261 10.8%
Householder 45 to 54 years 1,916 15.1% 101,801 14.2%
Householder 55 to 59 years 821 6.5% 54,048 7.5%
Householder 60 to 64 years 779 6.1% 49,348 6.9%
Householder 65 to 74 years 1,393 11.0% 80,773 11.2%
Householder 75 to 84 years 488 3.8% 46,189 6.4%
Householder 85 years and older 179 1.4% 16,750 2.3%
Renter Occupied: 4,535 35.7% 245,948 34.2%
Householder 15 to 24 years 315 2.5% 12,648 1.8%
Householder 25 to 34 years 717 5.6% 56,200 7.8%
Householder 35 to 44 years 1,270 10.0% 60,241 8.4%
Householder 45 to 54 years 852 6.7% 47,171 6.6%
Householder 55 to 59 years 403 3.2% 18,293 2.5%
Householder 60 to 64 years 312 2.5% 14,055 2.0%
Householder 65 to 74 years 401 3.2% 21,041 2.9%
Householder 75 to 84 years 139 1.1% 10,839 1.5%
Householder 85 years and older 126 1.0% 5,460 0.8%
Source: US Census, 2014-2018 ACS 5-Year Data Profile (Table B25007) Table 3–10 identifies the household sizes by housing tenure. In 2018, the majority of households consisted of 2 to 4 persons, which is consistent with the County’s profile. However, large households of 5 or more persons made up 24.7% of the total households in San Jacinto – a sizable percentage of total households and a higher proportion when compared to the County. The average household size was 3.71 persons in San Jacinto, compared to 3.27 persons for the County. Additionally, the average household size in 2018 for an owner-occupied unit was 3.68 persons per household and

3.78 persons per household for a renter-occupied unit.

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TABLE 3–103–10: HOUSEHOLD SIZE BY TENURE (2018)
San Jacinto Riverside County
Number % Number %
Owner Households 8,182 100.0% 472,401 100.0%
Householder living alone 1,279 15.6% 94,214 19.9%
Households 2–4 persons 4,884 59.7% 297,075 62.9%
Large households 5+ persons 2,019 24.7% 81,112 17.2%
Average Household Size 3.68 persons 3.25 persons
Renter Households 4,535 100.0% 245,948 100.0%
Householder living alone 894 19.7% 61,899 25.2%
Households 2–4 persons 2,520 55.6% 135,765 55.2%
Large households 5+ persons 1,121 24.7% 48,284 19.6%
Average Household Size 3.78 persons 3.3 persons
Total Households 12,717 100.0% 718,349 100.0%
Householder living alone 2,173 17.1% 156,113 21.7%
Households 2–4 persons 7,404 58.2% 432,840 60.3%
Large households 5+ persons 3,140 24.7% 129,396 18.0%
Average Household Size 3.71 persons 3.27 persons
Sources: SCAG 6th Cycle Data Package; U.S. Census Bureau, 2014-2018 ACS; 2014-2018 ACS 5-Year Data Profile (Table B25009)
3D. Income

HOUSEHOLD INCOME
From 2000 to 2018, the median household income increased by 64.8% to $50,483 and the per capita income increased by 40.9% to $18,687. From 2010 to 2018, there was an increase in both per capita and median household incomes. Table 3–11 identifies the per capita and median household incomes.

TABLE 3–113–11: MEDIAN HOUSEHOLD AND PER CAPITA INCOME
2000 2010 2018
Median Household Income $30,627 $45,567 $50,483
Per Capita Income $13,265 $18,154 $18,687
Sources: US Census, 2000; US Census, 2014-2018 ACS
In 2018, a slight majority (50.5%) of San Jacinto’s households earned in excess of $50,000 per year. The incidence of households earning less than $35,000 per year was significantly higher among renter households (50.3%) than owner households (25.9%). Table 3–12 identifies household income by tenure. As shown in Table 3–12, the median income of owner households is approximately $26,000 more than renter households. Compared to the County, median household incomes are lower for both owner and renter households – by 21.6% and 18.1%, respectively.

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TABLE 3–123–12: HOUSEHOLD INCOME FOR ALL HOUSEHOLDS AND BY TENURE (2018) All Households Owner Households Renter Households
Household Income Number Percent Number Percent Number Percent Less than $5,000 427 3.4% 200 2.4% 227 5.0%
$5,000 to $9,999 303 2.4% 66 0.8% 237 5.2%
$10,000 to $14,999 672 5.3% 237 2.9% 435 9.6%
$15,000 to $19,999 806 6.3% 415 5.1% 391 8.6%
$20,000 to $24,999 674 5.3% 272 3.3% 402 8.9%
$25,000 to $34,999 1521 12.0% 931 11.4% 590 13.0%
$35,000 to $49,999 1896 14.9% 1,186 14.5% 710 15.7%
$50,000 to $74,999 2393 18.8% 1,761 21.5% 632 13.9%
$75,000 to $99,999 1571 12.4% 1,166 14.3% 405 8.9%
$100,000 to $149,999 1651 13.0% 1,279 15.6% 372 8.2%
$150,000 or more 803 6.3% 669 8.2% 134 3.0%
Median Household Income
– San Jacinto $50,483 $61,123 $34,763
Median Household Income
– Riverside County $63,948 $77,991 $42,445
Source: US Census, 2014-2018 ACS

HOUSEHOLDS BY INCOME GROUP
A special aggregation of 2013-2017 ACS data performed by HUD, titled the Comprehensive Housing Affordability Strategy (CHAS) data, provides a breakdown of households by income group by tenure.

The number of households in extremely low, very low, low, as well as moderate and above moderate-income groups is shown in Table 3–13. Approximately half (50.6%) of all households are at, or above, moderate income. The HUD CHAS data indicates the extremely low-income group represents 22.9% of households, and a higher proportion are renters (1,555) than owners (540).

The very low-income group represents 16.3% of households and the low-income group represents

20.8% of households. The City’s RHNA identifies the City’s share of regional housing needs for extremely low, very low, and low-income households, as well as for moderate and above moderateincome households. As shown in Table 3–13, there is a larger proportion of renters in the extremely low and very low-income groups, while there is a larger proportion of low and moderate and above moderate-income groups in owner households.

TABLE 3–133–13: HOUSEHOLDS BY INCOME GROUP (2017)
Income Group
Total Owner Renter
Households Percent Households Percent Households Percent Extremely Low (<30% AMI) 1,555 12.3% 540 6.6% 1,015 22.9% Very Low (31–50% AMI) 2,070 16.3% 1,045 12.7% 1,025 23.1% Low (51–80% AMI) 2,640 20.8% 1,760 21.4% 880 19.8%
Moderate and Above Moderate
(>80% AMI)
6,405 50.6% 4,885 59.4% 1,520 34.2%
TOTAL 12,670 100.0% 8,230 100.0% 4,440 100.0%
Source: HUD Comprehensive Housing Affordability Strategy (CHAS), 2013-2017 Available: https://www.huduser.gov/portal/datasets/cp.html

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POVERTY LEVELS
The 2014-2018 ACS data indicates that 1,495 (14.9%) of all San Jacinto families and 8,580 individuals (18.2%) had incomes at or below the poverty level. According to the ACS data, poverty rates are disparate between races and economic indicators are particularly severe for those identified as “Two or more races” and for American Indian and Alaska Native populations. In 2018, those identified as “Two or more races” had a poverty rate of 30.9% compared to 26.3% for American Indian and Alaska Natives, 20% Hispanics/Latinos, 18.7% for Blacks/African Americans, 18.3% for Whites, and 13.3% for Asians.

The level of poverty in a jurisdiction often influences the need for housing to accommodate those persons and families in the very low and low-income categories. The U.S. Census Bureau measures poverty by using a set of money income thresholds that vary by family size and composition of who is in poverty. If a family’s total income is less than the family’s threshold, then that family and every individual in it is considered in poverty. For example, the poverty threshold for a family of two with no children would be $17,120; a household of two with a householder aged 65 or older and no children has a poverty threshold of $15,453; and the poverty threshold of a family of four with two children under the age of 18 would be $25,926. (U.S. Census Bureau, 2019).

Extremely Low-Income Households
Extremely low-income (ELI) households are defined as those earning up to 30% of the area median household income. For Riverside County, the median household income in 2020 was $75,300. For ELI households in San Jacinto (and the rest of Riverside County), this results in an income of $26,200 or less for a four-person household or $15,850 for a one-person household. ELI households have a variety of housing situations and needs. For example, most families and individuals receiving only public assistance, such as social security disability insurance or disability insurance, qualify as ELI households.

As shown in Table 3–13, ELI households make up 12.3% of all households in San Jacinto.

Additionally, based on Table 3–26, 86.4% of ELI households in San Jacinto pay more than 30% of their incomes for housing. This suggests the need for housing affordable to ELI households in San Jacinto.

Table 3–14 provides representative occupations with hourly wages that are close to, but not within, the ELI income range as reported by the Employment Development Department. Note that all occupations indicated median annual wages above the ELI income threshold for a one-person household, perhaps suggesting that any employment in San Jacinto could lift a household out of the extremely low-income group.

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TABLE 3–14: OCCUPATIONS WITH WAGES FOR EXTREMELY LOW-INCOME HOUSEHOLDS (2020) Occupation Title Median Hourly Wage Annual Wage*
Laborers and Freight, Stock, and Material Movers $12.70 $26,416 Telemarketers $12.43 $25,854
Waiters and Waitresses $12.07 $25,106
Retail Salespersons $12.03 $25,022
Ambulance Drivers and Attendants, Except Emergency Medical Technicians $11.94 $24,835
Cooks, Fast Food $11.63 $24,190
Couriers and Messengers $11.61 $24,149
Personal Care Aides $11.59 $24,107
Hosts and Hostesses, Restaurant, Lounge, and Coffee Shop $11.52 $23,962 Amusement and Recreation Attendants $11.42 $23,754
Cashiers $11.42 $23,754
Parking Lot Attendants $11.41 $23,733
Note: Annual Wage based on the following assumption: working 40 hours per week for 52 weeks.

Source: Employment Development Department, Long-Term Occupational Projections 2016-2026 (accessed January 2021)
Extremely low-income households will most likely be facing an overpayment, overcrowding, or substandard housing conditions. Some extremely low-income households could include individuals with mental or other disabilities and special needs. To address the range of needs of ELI households, the City will implement several programs including the following programs (refer to the Housing Element Policy Document for more detailed descriptions of these programs):
 Program 2: Preservation of At-Risk Units
 Program 3: Section 8 Rental Assistance
 Program 4: Rehabilitation Program
 Program 5: General Plan and Development Code Update
 Program 8: Replacement of Affordable Units
 Program 10: Incentives and Assistance to Affordable Housing Development  Program 17: Density Bonus Ordinance
 Program 18: Fair Housing Services
 Program 19: Affirmatively Furthering Fair Housing Outreach and Coordination Program  Program 20: Housing for Extremely-Low Income Persons

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3E. Housing Characteristics

HOUSING TYPE
Table 3–15 identifies the types of housing units in San Jacinto in 2020. The table summarizes total housing stock according to the type of structure. As shown in the table, the majority of housing in San Jacinto is single-family detached housing, which accounted for 64.4% of units in 2020. Mobile homes represent 17.7% of the housing stock. Multifamily units represent 7.9% of the housing stock, with duplex through fourplex units accounting for 4.4% and developments with five or more units accounting for 3.5%. Single-family attached homes represent 10% of housing units.

TABLE 3–153–15: HOUSING STOCK BY TYPE AND VACANCY (2020) Total Single Family Multifamily Mobile
Homes Occupied Vacant
Detached Attached 2 – 4 5 + Units
Units 15,944 10,271 1,594 701 562 2,816 14,747 1,197
Percent 100% 64.4% 10% 4.4% 3.5% 17.7% 92.5% 7.5%
Sources: SCAG 6th Cycle Data Package; DOF E-5 Report 2020

VACANCY RATE
Table 3–15 also shows the number and percentage of occupied units and the percentage of vacant units. It is important to note that these counts include all vacant units, including those units that are newly constructed but not yet occupied. In order for the housing market to function properly in a city there should always be some level of housing vacancy, otherwise rents or housing prices could skyrocket. The 7.5% vacancy experienced in in San Jacinto in 2020 is considered historically high (the historical equilibrium in California is 5.5% for rental vacancy and 1.2% for homeownership vacancy), but similar to the 2020 vacancy rate in California, which was 7.6%.1, 2 The 2014-2018 ACS data indicates that there were 1,508 vacant units in 2018. As shown in Table 3–16, of the total vacant units in 2018, 283 were for rent, 247 were for sale, 211 were rented or sold but not yet occupied, and 238 were for seasonal, recreational, or occasional use. The overall vacancy rate in San Jacinto in 2018 was 10.6%, a rate which has fluctuated since 2010.

TABLE 3–16: VACANCY BY TYPE (2018)
Vacancy Type Number Percent of
Vacant Units
Percent of Total
Units
For rent 283 18.8% 2.0%
Rented, not occupied 29 1.9% 0.2%
For sale only 247 16.4% 1.7%
Sold, not occupied 182 12.1% 1.3%
For seasonal, recreational, or occasional use 238 15.8% 1.7% For migrant workers 0 0.0% 0.0%
Other vacant 529 35.1% 3.7%
TOTAL VACANT 1,508 100% 2.0%
TOTAL UNITS 14,225 10.6% 100%
Source: US Census, 2014-2018 ACS
1 “California’s low residential vacancy rates signal more construction,” first tuesday Journal (February 15, 2021). 2 DOF E-5 Report 2020

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HOUSING CONDITIONS
The U.S. Census provides only limited data that can be used to infer the condition of San Jacinto’s housing stock. In most cases, the age of a community’s housing stock is a good indicator of the condition of the housing stock. Moreover, many federal and state programs also use the age of housing as one factor in determining housing rehabilitation needs. Typically, housing over 30 years of age is more likely to have rehabilitation needs that may include plumbing, roof repairs, electrical repairs, foundation rehabilitation, or other significant improvements.

The 2014-2018 ACS data indicates that a small percentage (15.3%) of the housing in the City is greater than 50 years old (i.e., built before 1970). Another 15.7% of units were built between 1970 and 1979. The majority of housing in the city (69%) was built after 1980, with nearly 40% of the housing units built within the last 20 years. The age of the housing stock indicates that while need for maintenance and rehabilitation assistance may grow during the planning period, it will likely account for a small proportion of total housing. Units built prior to 1970 may require aesthetic and maintenance repairs including roof, window, and paint improvements and some units in this age range may also require significant upgrades to structural, foundation, electrical, plumbing, and other systems.

When examining a housing stock to determine what condition it is in, there are certain factors that the Census considers. For example, older units may not have plumbing that is fully functional (meaning that it is in working/operable condition) or the plumbing might be substandard. Table 3– 17 indicates that a small percentage of occupied dwelling units (0.7%) lacked complete plumbing facilities in 2018 (compared to 0.3% in the County of Riverside).

TABLE 3–17: HOUSING STOCK CONDITIONS (2018)
Year Structure Built
Owner-Occupied Renter-Occupied Total
Number Percent Number Percent Number Percent
2014 to 20181 94 1.1% 46 1.0% 140 1.1%
2010 to 2013 175 2.1% 32 0.7% 207 1.6%
2000 to 2009 3,438 42.0% 1,108 24.4% 4,546 35.7%
1990 to 1999 1,128 13.8% 664 14.6% 1,792 14.1%
1980 to 1989 1,392 17.0% 704 15.5% 2,096 16.5%
1970 to 1979 1,012 12.4% 982 21.7% 1,994 15.7%
1960 to 1969 352 4.3% 450 9.9% 802 6.3%
1950 to 1959 419 5.1% 289 6.4% 708 5.6%
1940 to 1949 15 0.2% 54 1.2% 69 0.5%
1939 or earlier 157 1.9% 206 4.5% 363 2.9%
TOTAL 8,182 100% 4,535 100% 12,717 100%
Plumbing Facilities (Occupied Units)
Units with Complete Plumbing Facilities 8,158 99.7% 4,467 98.5% 12,625 99.3% Units Lacking Complete Plumbing
Facilities 24 0.3% 68 1.5% 92 0.7%
Source: US Census, 2014-2018 ACS (Table B25036)

1. The information in the table above is derived from the 2014-2018 American Community Survey. It is noted that approximately 500 units were produced in San Jacinto after 2018. With the inclusion of these newer units, the distribution of units by year structure built would change, with approximately 5% of all units having been built between 2014 and 2020. It is also noted that the City’s records indicate that only approximately 60 homes were built between 2010 and 2014, the source of this discrepancy is unknown.

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As noted, the City’s housing stock is relatively new, with less than a quarter (23.9%) of dwelling units in San Jacinto having been constructed prior to 1980. As such, while structural deterioration and maintenance problems may exist, only a portion is likely to require rehabilitation.

According to City Staff, of the 243 units currently for sale, pending, or accepting contingency offers in the City of San Jacinto, 43 are accepting cash-only purchases. While not all cash-only purchases are a result of poor conditions for which conventional lending is available, many of these units are unlikely to receive conventional funding. Assuming 50% of the units are unable to obtain conventional lending, that would equate to approximately 10% of the total units listed for sale. Also assuming that the units listed for sale represent the composition of housing in the City, that would equate to 1,272 units (10% of total housing units, not including units built after 2018, which are not likely to require rehabilitation). Therefore, it is estimated that 1,272 units are in need of rehabilitation.

OVERCROWDING
Typically, a housing unit is considered overcrowded if there is more than one person per room and severely overcrowded if there are more than 1.5 persons per room. Table 3–18 summarizes overcrowding data for San Jacinto. It should be noted that kitchenettes, strip or Pullman kitchens, bathrooms, porches, balconies, foyers, halls, half-rooms, utility rooms, unfinished attics, basements, or other space for storage are not defined as rooms for Census purposes.

Overcrowded households are usually a reflection of the lack of affordable housing available.

Households that cannot afford housing units suitably sized for their families are often forced to live in housing that is too small for their needs, which may result in poor physical condition of the dwelling unit. In 2018, 806 housing units (6.3% of the total occupied units) were overcrowded, which represented 3.9% of owner units and 10.7% of renter units.

TABLE 3–18: OVERCROWDING BY TENURE (2018)
Persons per Room
Owner Renter Total
Number Percent Number Percent Number Percent

1.00 or less 7,862 96.1% 4,049 89.3% 11,911 93.7%

1.01 to 1.50 213 2.6% 390 8.6% 603 4.7%

1.51 or more 107 1.3% 96 2.1% 203 1.6%
TOTAL 8,182 100.0% 4,535 100.0% 12,717 100.0%
Overcrowded 320 3.9% 486 10.7% 806 6.3%
Source: US Census, 2014-2018 ACS
As shown in Table 3–19, the average household size in San Jacinto was 3.71 persons in 2018, which is slightly higher than the City’s average household size in 2010 (3.15 persons). Table 3–19 shows San Jacinto’s household sizes for owner, renter, and all households. The average household size was higher for renters (3.78 persons). Owner households had an average size of 3.68 persons. The majority (59.7%) of owner households had two to four persons, compared to 55.6% of renter households that were two to four persons in size. Table 3–20 identifies bedrooms by tenure. Owner households are generally larger than renter households, with 40.6% of owner households having four or more bedrooms, compared with 22.1% of renter households.

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TABLE 3–19: HOUSEHOLD SIZE BY TENURE (2018)
Household Size
Owner Renter Total
Number Percent Number Percent Number Percent
1-person 1,279 15.6% 894 19.7% 2,173 17.1%
2-person 2,293 28.0% 925 20.4% 3,218 25.3%
3-person 1,347 16.5% 673 14.8% 2,020 15.9%
4-person 1,244 15.2% 922 20.3% 2,166 17.0%
5-person 1,100 13.4% 542 12.0% 1,642 12.9%
6-person 458 5.6% 344 7.6% 802 6.3%
7-or-more-person 461 5.6% 235 5.2% 696 5.5%
TOTAL 8,182 100% (64.3% oftotal) 4,535 100% (35.7% oftotal) 12,717 100% Average Household Size 3.68 3.78 3.71
Source: SCAG 6th Cycle Data Package; U.S. Census Bureau, 2014-2018 ACS TABLE 3–203–20: NUMBER OF BEDROOMS BY TENURE (2018)
Bedroom Type
Owner Renter Total
Number Percent Number Percent Number Percent
No bedroom 49 0.6% 67 1.5% 116 0.9%
1-bedroom 353 4.3% 598 13.2% 951 7.5%
2-bedroom 1,590 19.4% 1,340 29.5% 2,930 23.0%
3-bedroom 2,872 35.1% 1,526 33.6% 4,398 34.6%
4-bedroom 2,389 29.2% 692 15.3% 3,081 24.2%
5 or more bedroom 929 11.4% 312 6.9% 1,241 9.8%
TOTAL 8,182 100.0% 4,535 100.0% 12,717 100.0%
Source: US Census, 2014-2018 ACS
3F. Housing Costs

FOR SALE HOUSING
As shown in Figure 3-21, between 2000 and
2018, median home sales prices in San Jacinto
increased 143% while prices in the SCAG region
increased 151%. The 2018 median home sales
price in San Jacinto was $290,000 – the highest
median sales price experienced since 2007.

Prices in the City have ranged from a low of

43.3% of the SCAG region median in 2012 to a
high of 65.6% in 2006.

In May 2021, there were 105 homes listed for
sale on Zillow.com with prices ranging from
$34,900 (manufactured home) to $5,295,000
(30-unit multifamily property). Of these homes,
there were 60 detached single-family homes with
sales prices beginning at $179,000. As shown in
Table 3–21, most homes for sale are in the
$400,000 – 499,999 price range (24.8%), with
TABLE 3–213–21: HOMES FOR SALE (MAY 2021)
Price Homes Percent
$700,000 and more 13 12.4%
$600,000 - $699,999 2 1.9%
$500,000 - $599,999 4 3.8%
$400,000 - $499,999 26 24.8%
$300,000 - $399,999 20 19.0%
$200,000 - $299,999 16 15.2%
$100,000 - $199,999 10 9.5%
$0 - $99,999 14 13.3%
Source: Zillow.com, 2021

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19% of homes in the $300,000 to $399,999 range and 81.9% of homes priced under $500,000.

Zillow identified the April 2021 median sales price as $364,272. While the median sales price is not affordable to lower and moderate-income households (see Table 3–25), the City’s home sales prices are lower compared to Riverside County (Zillow reported a median home sales price of $475,454 for the County in April 2021), which could result in demand for the City’s lower priced housing units since they may be more affordable than comparable homes in the county.

FIGURE 3-1: MEDIAN HOME SALES PRICE
Source: SCAG 6th Cycle Data Package

RENTAL HOUSING
Table 3–22 summarizes rents paid in San Jacinto in 2018 by rental range. The range with the highest percentage of units rented was between $500 and $999 at 32.1% (1,384 units). More than twothirds (70.4%) of all rentals were under $1,500 per month and 29.6% were over $1,500 per month.

No rentals were $3,000 or more.

Based on a review of rental ads on Zillow.com, Rentcafe.com, Zumper.com, and Apartments.com, the average rent in San Jacinto is $1,106 per month. Only 7 rentals were available on these websites in May, 2021. Rents ranged from $1,150 for 2 bed/1 bath homes to $2,800 for a five-bedroom home.

TABLE 3–223–22: RENTAL COSTS (2018)
Rent Range Number Percent
Less than $500 291 6.7%
$500 to $999 1,384 32.1%
$1,000 to $1,499 1,363 31.6%
$1,500 to $1,999 951 22.0%
$2,000 to $2,499 268 6.2%
$2,500 to $2,999 59 1.4%
$3,000 or more 0 0.0%
Median (dollars) $ 1,149
Source: US Census, 2014-2018 ACS

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TABLE 3–233–23: RENTAL RATES BY NUMBER OF BEDROOMS
Bedroom Type Rental Survey
Units Available Range Average Rent
Studio 0 N/A N/A
1 bed 0 N/A $950
2 bed 4 $1,150-$1,600 $1,388
3 bed 0 N/A $2,000
4 bed or more 3 $2,350-$2,800 $2,148
Sources: Zillow.com, Zumper.com, and Apartments.com, May 2021

INCOME GROUPS
The California Department of Housing and Community Development (HCD) publishes household income data annually for areas in California. Table 3–24 shows the maximum annual income level for each income group adjusted for household size for Riverside County. The maximum annual income data is then utilized to calculate the maximum affordable housing payments for different households (varying by income level) and their eligibility for housing assistance programs.  Extremely Low-Income Households have a combined income at or lower than 30% of area median income (AMI), as established by the Department of Housing and Community Development (HCD).
 Very Low-Income Households have a combined income between 30 and 50% of AMI, as established by HCD.
 Low-Income Households have a combined income between 50 and 80% of AMI, as established by HCD.
 Moderate-Income Households have a combined income between 80 and 120% of AMI, as established by HCD.
 Above Moderate-Income Households have a combined income greater than 120% of AMI, as established by HCD.

TABLE 3–243–24: STATE INCOME LIMITS – RIVERSIDE COUNTY (2020) Income Group 1 Person 2 Person 3 Person 4 Person 5 Person 6 Person 7 Person 8 Person Extremely Low $15,850 $18,100 $21,720 $26,200 $30,680 $35,160 $39,640 $44,120 Very Low $26,400 $30,150 $33,900 $37,650 $40,700 $43,700 $46,700 $49,700 Low $42,200 $48,200 $54,250 $60,250 $65,100 $69,900 $74,750 $79,550 Moderate $63,250 $72,300 $81,300 $90,350 $97,600 $104,800 $112,050 $119,250 Above Moderate $63,250+ $72,300+ $81,300+ $90,350+ $97,600+ $104,800+ $112,050+ $119,250+ Source: HCD 2020 Riverside County Income Limits

HOUSING AFFORDABILITY
Table 3–25 shows the estimated maximum rents and sales prices, respectively, that are affordable to very low, low, moderate, and above moderate-income households. Affordability is based on a household spending 30% or less of their total household income for shelter. Affordability is based on the maximum household income levels established by HCD (Table 3–24). The annual income limits established by HCD are similar to those used by the U.S. Department of Housing and Urban Development (HUD) for administering various affordable housing programs. Maximum affordable sales price is based generally on the following assumptions: 4% interest rate, 30-year fixed loan, and down payments that vary with income level, as described in Table 3–25.

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Comparing the maximum affordable housing costs in Table 3–25 to the rental rates in Tables 3-22 and 3-23, rental rates in San Jacinto are generally affordable to moderate-income and above moderate-income households. While there are some units affordable to lower-income households, these units tend to be smaller (1 and 2-bedrooms). Moderate and above moderate-income households can afford a broad range of available housing.

Although there are homes for sale in San Jacinto available to all income groups based on a comparison of Tables 3-21 and 3-25, the majority of homes (i.e., in the $300,000-$499,999 range) are affordable to only some (i.e., four person or more) moderate and above moderate-income households.

TABLE 3–253–25: HOUSING AFFORDABILITY BY INCOME GROUP
Income Group
One Person Two Person Four Person Six Person
Home
Sale
Price*
Monthly
Rent or
Housing
Cost
Home
Sale
Price*
Monthly
Rent or
Housing
Cost
Home
Sale
Price*
Monthly
Rent or
Housing
Cost
Home
Sale
Price*
Monthly
Rent or
Housing
Cost
Extremely Low $55,163 $396 $63,941 $453 $92,887 $655 $126,874 $879 Very Low $100,051 $660 $114,682 $754 $143,945 $941 $167,550 $1,093 Low $165,423 $1,055 $188,833 $1,205 $235,848 $1,506 $270,347 $1,748 Moderate $255,004 $1,581 $290,315 $1,808 $360,740 $2,259 $417,119 $2,620 Above Moderate $255,004+ $1,581+ $290,315+ $1,808+ $360,740+ $2,259+ $417,119+ $2,620+ *Maximum affordable sales price is based on the following assumptions: 4.0% interest rate, 30-year fixed loan; down payment: $5,000 – extremely low, $10,000 – very low; $15,000 – low, $25,000 – moderate; property tax, utilities, and homeowners insurance as 30% of monthly housing cost (extremely low/very low), 28% of monthly housing cost (low), and 25% of monthly housing cost (moderate/above moderate). Homes sales prices are rounded to nearest $100.

Source: De Novo Planning Group, 2021
Extremely Low-income Households
As previously described, extremely low-income households earn less than 30% of the County Area Median Income (AMI). Depending on the household size, these households can afford rents between $396 and $879 per month and homes priced at $55,163 to $126,874. As of May 2021, there were no rental homes listed on Zillow or Apartments.com that would be affordable to extremely lowincome households. However, based on US Census data, approximately 37% of renters pay monthly rents affordable to extremely low-income households. Extremely low-income households may be able to afford to purchase a mobile home in San Jacinto, however real estate listings indicate that there is a very limited supply of homes affordable at this price point.

Very Low-income Households
Very low-income households earn between 31% and 50% of the County Area Median Income (AMI).

Depending on the household size, these households can afford rents between $660 to $1,093 per month and homes priced at $100,051 and $167,550. As of May 2021, there were no rental homes listed on Zillow or Apartments.com that could be affordable to very low-income households.

However, based on US Census data, approximately 39% of renters pay monthly rents affordable to very low-income households (inclusive of units also affordable to extremely low-income). Very lowincome households may be able afford to purchase a mobile home in San Jacinto, however real estate listings indicate that there is a very limited supply of homes affordable at this price point.

Low-income Households
Low-income households earn between 51% and 80% of the County Area Median Income (AMI).

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Depending on the household size, these households can afford rents between $1,055 to $1,748 per month and homes priced at $165,423 to $270,347. As of May 2021, about half of available rentals listed on Zillow or Apartments.com would be affordable to low-income households; these units include two-bedroom options. Based on US Census data, almost three-quarters (more than 70%) of renters pay monthly rents affordable to larger low-income households, meaning the rent is less than $1,748 per month. However, it should be noted that most renters are not six-person households, so the actual affordability by household size may be significantly more limited. Lowincome households can afford a broader array of home types than lower income households, including mobile homes, multifamily homes, and single-family detached homes.

Moderate-income Households
Moderate-income households earn between 80% and 120% of the County Area Median Income (AMI). Depending on the household size, these households can afford rents between $1,581 and $2,620 per month and homes priced at $255,004 to $417,119. As of May 2021, most rental units available were affordable to moderate-income households; these units included multifamily homes as well as single-family homes listed for rent by the homeowner. Moderate-income households can also afford more than half of homes listed for sale as of May 2021. These unit types include mobile homes, single-family homes, and multifamily homes, including new construction. This is further confirmed by US Census data.

COST-BURDENED
As with most communities, the location of the home is one of the biggest factors with regard to price. Compared to the county, housing in San Jacinto is relatively affordable. However, housing is not affordable for all income levels, particularly the extremely low, very low, and low-income households of smaller sizes. As shown in Table 3–26, 54.2% of renters in San Jacinto and 33.7% of homeowners are cost-burdened, meaning they pay more than 30% of household income on housing costs. The majority of cost-burdened renters are in the lower income groups, with 78.3% in the extremely low-income group and 27.8% in the very low-income group severely overpaying for housing (over 50% of their monthly income). Comparatively, 55.6% of extremely low-income owners and 21.1% of very low-income owners are severely cost-burdened. Therefore, while more predominate among lower income renter households, cost burden is an issue for both renter and owner households. More than a third (40.9%) of all households in San Jacinto are cost-burdened.

TABLE 3–263–26: HOUSEHOLDS BY INCOME LEVEL AND COST BURDEN (2017) Household Overpayment Renters Owners Total % of Income Category Extremely Low-Income Households 1,015 540 1,555 100.0%
With Cost Burden >30% 865 / 85.2% 400 / 74.1% 1,265 81.4% With Cost Burden >50% 795 / 78.3% 300 / 55.6% 1,095 70.4% Very Low-Income Households 1,025 1,045 2,070 100.0%
With Cost Burden >30% 795 / 77.6% 545 / 52.2% 1,340 64.7% With Cost Burden >50% 285 / 27.8% 220 / 21.1% 505 24.4% Low-Income Households 880 1,760 2,640 100.0%
With Cost Burden >30% 535 / 60.8% 1,030 / 58.5% 1,570 59.5% With Cost Burden >50% 165 / 18.8% 285 / 16.2% 450 17.0% Total Extremely Low, Very Low,
and Low-Income Households
Paying >30%
2,195 / 75.2% 1,975 / 59.0% 4,175 67% of lower income
households

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TABLE 3–263–26: HOUSEHOLDS BY INCOME LEVEL AND COST BURDEN (2017) Household Overpayment Renters Owners Total % of Income Category Moderate and Above ModerateIncome Households 1,520 4,885 6,405 100% With Cost Burden >30% 210 / 13.8% 795 / 16.3% 1,005 15.7% With Cost Burden >50% 0 / 0.0% 70 / 1.4% 70 1.1%
Total Households 4,440 8,230 12,670 100.0%
With Cost Burden >30% 2,405 / 54.2% 2,770 / 33.7% 5,180 40.9% With Cost Burden >50% 1,245 / 28.0% 875 / 10.6% 2,120 16.7% Source: HUD Comprehensive Housing Affordability Strategy (CHAS), 2013-2017 (Data is rounded to the nearest 5)

AFFORDABLE HOUSING INVENTORY
The City uses various funding sources to preserve and increase the supply of affordable housing through new construction and the acquisition and/or rehabilitation of renter-occupied units.

Affordability covenants in San Jacinto include developments that hold federal subsidy contracts, received tax credits or mortgage revenue bonds, and/or were financed by redevelopment funds or non-profit developers.

Table 3–27 shows assisted units with covenants that require rents to be maintained at affordable levels for various agreed upon periods of time. In 2020, San Jacinto had 418 total deed-restricted affordable units. A recorded deed restriction serves as an affordability covenant that restricts the income level of a person who occupies the property, and ensures the property will remain available for low to moderate-income persons through the foreseeable future.

TABLE 3–273–27: DEED RESTRICTED AFFORDABLE HOUSING UNITS Project Name Address Type
No. of
Restricted
Units
No. of Total
Units
Manzanita Gardens 537 N. Ramona Boulevard, San
Jacinto, CA 92583
Family 36 36
San Jacinto Garden
Apartments
324 E. Shaver Street, San
Jacinto, CA 92583
Family 97 97
San Jacinto Manor 1672 S. Santa Fe Street, San
Jacinto, CA 92583
Seniors and
Mobility Impaired
66 66
San Jacinto Senior
Apartments
633 E. Main Street, San Jacinto,
CA 92583
Senior 46 46
San Jacinto Village
Apartments
700 Idyllwild Drive, San Jacinto,
CA 92583
Family 38 38
San Jacinto Villas
Apartments
1692 S. Santa Fe Ave, San
Jacinto, CA 92583
Family 81 81
Terracina Apartments 1825 S. Santa Fe Street, San
Jacinto, CA 92583
Family 54 55
Total 418 419
Sources: California Housing Partnership, May 2021; National Housing Preservation Database, May 2021

MOBILE HOMES
Mobile homes offer a more affordable option for those interested in homeownership. The median

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value of a mobile home in Riverside County in 2018 was $60,200 (2018 ACS 5-Year Estimates Data Profile). Overall, 2,816 mobile homes are located in San Jacinto (DOF, Table 2: E-5, 1/1/2019). As shown in Table 3–28, there are 15 mobile home parks in the City with a total of 1,846 permitted spaces. The mobile home parks are located throughout the City.

In addition to the cost of a mobile home, owners must either purchase a residential site or rent a mobile home space. And although they present a more affordable alternative, mobile home rents have risen steadily in Riverside County and throughout southern California since 2009.3 TABLE 3–283–28: MOBILE HOME PARKS IN SAN JACINTO
Park Name/Address Operator MH Spaces
Elms Mobile Home Park & Apts (33-0040-MP)
350 S State St, San Jacinto, CA 92583 Continental Corporation 42 California Palms (33-0112-MP)
501 S Mistletoe Ave, San Jacinto, CA 92583 Thomson, Ray 11 Hemacinto MP (33-0131-MP)
2150 S San Jacinto Ave, San Jacinto, CA 92583 Niemeyer, Richard 56 Valley Sunrise (33-0219-MP)
999 S Santa Fe Ave, San Jacinto, CA 92583 Melody Ridge LLC 93 El Rancho Mobile Estates (33-0221-MP)
258 W 7th St, San Jacinto, CA 92583 Kierman, Michael 80 Santiago Estates (33-0224-MP)
351 E 7th St, San Jacinto, CA 92583 Santiago Communities 58 Blue Fountain MHP (33-0252-MP)
1600 S San Jacinto Ave, San Jacinto, CA 92583 Blue Fountain Park 186 Las Casitas Mobile Home Park (33-0303-MP)
390 E 7th St, San Jacinto, CA 92583 JDH Capital LLC 51
Caravana Estates (33-0321-MP)
655 E Main St, San Jacinto, CA 92583 Buffalo Ridge LLC 98 Country Lake (33-0332-MP)
21100 HWY 79, San Jacinto, CA 92583
Country Lake Manufactured Home
Community LP 383
Tradewinds Mobile Lodge (33-0364-MP)
455 E 7th St, San Jacinto, CA 92583 J & H Asset Property Management 82 Soboba Springs MHP (33-0404-MP)
2230 Lake Park Dr, San Jacinto, CA 92583 Zimmer, E 254
Villa Del Monte (33-0448-MP)
1499 Old Mountain Ave, San Jacinto, CA 92583 PVC Properties Inc 183 Mountain View MHP (33-0470-MP)
485 Idyllwild Dr, San Jacinto, CA 92583 Regos, Laszlo 69 Parkview Estates MHC (33-0531-MP)
913 Grand Ave, San Jacinto, CA 92582 Parkview MHC LP 200 Total Mobile Home Spaces 1,846
Source: HCD 2019 Mobile Home Park Listings
3G. Future Housing Needs
A Regional Housing Needs Plan (RHNP) is mandated by the State of California (Government Code 3 Jeff Collins, “Soaring rents jolt senior tenants at mobile home park,” OC Registrar (July 20, 2018).

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[GC], Section 65584) for regions to address housing issues and needs based on future growth projections for the area. The RHNP for San Jacinto is developed by the Southern California Association of Governments (SCAG), and allocates a “fair share” of regional housing needs to individual cities. The intent of the RHNP is to ensure that local jurisdictions address not only the needs of their immediate areas but also that needs for the entire region are fairly distributed to all communities. A major goal of the RHNP is to assure that every community provides an opportunity for a mix of affordable housing to all economic segments of its population.

This Housing Element addresses SCAG’s Regional Housing Needs Allocation (RHNA) schedule for the 6th Cycle, from 2021 through 2029. The City will need to plan to accommodate 3,392 new units, which includes 800 very low units, 465 low, 560 moderate, and 1,567 above moderate-income units.

Pursuant to Government Code Section 65583(a)(1), 50% of San Jacinto’s very low-income regional housing needs assigned by HCD are extremely low-income households, thus San Jacinto’s allocation of 800 very low income units can be broken into two separate categories: 400 units for extremely low-income and 400 units for very low income.
3H. Special Needs Groups
Government Code Section 65583(a)(7) requires a housing element to address special needs housing, such as those of the elderly; persons with disabilities, including a developmental disability, as defined in Section 4512 of the Welfare and Institutions Code; large families; farmworkers; families with female heads of households; and families and persons in need of emergency shelter.

The needs of these groups often call for targeted program responses, such as temporary housing, preservation of residential hotels, housing with features to make it more accessible, and the development of four-bedroom apartments. Special needs groups have been identified and, to the degree possible, responsive programs are provided. A principal emphasis in addressing the needs of these groups is to continue to seek state technical assistance grants to identify the extent and location of those with special needs and identify ways and means to assist them. Local government budget limitations influence an agency’s ability to implement programs for these groups.

SENIORS
Seniors are considered persons age 65 or older
in this Housing Element. However, it must be
noted that some funding programs have lower
age limits for persons to be eligible for their
senior housing projects. Seniors have special
housing needs primarily resulting from physical
disabilities and limitations, fixed or limited
income, and health care costs. Additionally,
senior households also have other needs to
preserve their independence including
supportive services to maintain their health and
safety, in-home support services to perform
activities of daily living, conservators to assist
with personal care and financial affairs, public
administration assistance to manage and resolve estate issues, and networks of care to provide a wide variety of services and daily assistance.

Various portions of the Housing Element describe characteristics of the senior population, the extent of their needs for affordable housing, housing designated for seniors, and City provisions to accommodate their need. Senior household growth in San Jacinto from 2010 to 2018 is shown in Table 3–29. The small increase in elderly persons is likely due to the aging in place of San Jacinto’s TABLE 3–293–29: SENIOR POPULATION AND
HOUSEHOLDS (2010 & 2018)
Population 2010 2018
Number 5,119 5,192
Percent Change - 1.4%
Annual Percent Change - 0.2%
Households 2010 2018
Number 3,137 2,726
Percent Change - -13.1%
Annual Percent Change - -1.6%
Source: US Census, 2010; US Census, 2014-2018 ACS

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residents along with the increase of families with children. Senior households decreased by 13.1% from 2010 to 2018. While seniors represent approximately 10% of the City’s population, senior households represent approximately 21% of total households, which is primarily due to the smaller senior household size.

Table 3–30 summarizes senior households by age and tenure. The majority of senior households are owners, 2,060 or approximately 76%, whereas approximately 24% of senior households, 666, are renters. San Jacinto has a lower percentage of owner-occupied elderly households than in Riverside County (16.2% vs. 20%) but the same percentage of renter-occupied elderly households (5.2% vs. 5.2%). Elderly renters tend to prefer affordable units in smaller single-story structures or multi-story structures with an elevator, close to health facilities, services, transportation, and entertainment.

During the planning period, senior households are anticipated to increase at a rate commensurate with overall population and household growth. Senior housing types can include market rate homes, senior single-family housing communities, senior apartments, and mobile homes.

TABLE 3–303–30: HOUSEHOLDER AGE BY TENURE (2018)
Age Group
Owners Renters
Number Percent Number Percent
65-74 years 1,393 67.6% 401 60.2%
75-84 years 488 23.7% 139 20.9%
85 plus years 179 8.7% 126 18.9%
TOTAL 2,060 75.6%
(of total) 666 24.4% (of total)
Source: US Census, 2014-2018 ACS (Table B25007)
The median income of households with a head of household that is 65 years and over in the City is $31,505, significantly less (37.6%) than the City’s median household income of $50,483.

Senior Housing
There is increasing variety in the types of housing available to the senior population. This section focuses on three basic types.

Independent Living – Housing for healthy seniors who are self-sufficient and want the freedom and privacy of their own separate apartment or house. Many seniors remain in their original homes, and others move to special residential communities which provide a greater level of security and social activities of a senior community.

Group Living – Shared living arrangements in which seniors live in close proximity to their peers and have access to activities and special services.

Assisted Living – Provides the greatest level of support, including meal preparation and assistance with other activities of daily living.

San Jacinto permits residential care facilities and residential care facilities for the elderly serving six or fewer persons by right in all residential zones, and those serving more than six persons by conditional use permit in most residential and commercial zones (Residential, Medium Density; Residential, Medium High Density; Residential, High Density; Residential, Very High Density; Commercial Neighborhood; and Commercial General). The California Department of Social Services Community Care Licensing Division reports that as of May 2021, 6 residential care facilities serve the elderly in San Jacinto.

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Several programs address the non-housing needs of seniors in San Jacinto. Additional support for senior residents is provided by the Riverside County Office on Aging, which operates a senior citizen center in the City at the San Jacinto Community Center (Senior Center). The Senior Center serves as the primary site for senior services programs offered by the Riverside County Office on Aging and non-profits such as Family Service Association. Some of the programs and services provided at the Senior Center include a literacy program, hot meal service, tax assistance and legal assistance, health screening, counseling services, and recreational activities. Riverside Transit Authority provides senior transportation services via Dial-A-Ride program throughout San Jacinto. Care-AVan, a non-profit founded to meet the transportation needs of the elderly and disabled, also provides services throughout San Jacinto through Measure A and CalTrans 5310 funding.

DISABLED PERSONS
A “disability” includes, but is not limited to, any physical or mental disability as defined in California Government Code Section 12926. A “mental disability” involves having any mental or psychological disorder or condition that limits a major life activity. A “physical disability” involves having any physiological disease, disorder, condition, cosmetic disfigurement, or anatomical loss that affects body systems. In addition, a mental or physical disability limits a major life activity by making the achievement of major life activities difficult including physical, mental, and social activities and working.

Physical, mental, and/or developmental disabilities could prevent a person from working, restrict a person’s mobility, or make caring for oneself difficult. Therefore, disabled persons often require special housing needs related to potential limited earning capacity, the lack of accessible and affordable housing, and higher health costs associated with disabilities. Additionally, people with disabilities require a wide range of different housing, depending on the type and severity of their disability. Housing needs can range from institutional care facilities to facilities that support partial or full independence (i.e., group care homes). Supportive services such as daily living skills and employment assistance need to be integrated in the housing situation.  Individuals with a mobility, visual, or hearing limitation may require housing that is physically accessible. Examples of accessibility in housing include widened doorways and hallways, ramps, bathroom modifications (e.g., lowered countertops, grab bars, adjustable shower heads, etc.) and special sensory devices including smoke alarms and flashing lights.  Individuals with self-care limitations (which can include persons with mobility difficulties) may require residential environments that include in-home or on-site support services ranging from congregate to convalescent care. Support services can include medical therapy, daily living assistance, congregate dining, and related services.  Individuals with developmental disabilities and other physical and mental conditions that prevent them from functioning independently may require assisted care or group home environments.
 Individuals with disabilities may require financial assistance to meet their housing needs because a higher percentage than the population at large are low-income and their special housing needs are often more costly than conventional housing.

According to the 2014-2018 ACS, there were 7,227 persons with one or more disabilities in San Jacinto. Of the disabled population, 64.1% were aged 5 to 64, 35.7% were aged 65 and over, and

0.4% were aged 5 and under. Table 3–31 identifies disabilities by type of disability.

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TABLE 3–313–31: DISABILITIES BY DISABILITY TYPE (2018)
Type of Disability Persons Ages 5-64 Persons Ages 65+ Total Number Percent Number Percent Number Percent
Hearing Difficulty 628 13.6% 1,263 49.01% 1,907 26.4%
Vision Difficulty 1,025 22.1% 814 31.59% 1,855 25.7%
Cognitive Difficulty 2,169 46.8% 626 24.29% 2,795 38.7% Ambulatory Difficulty 2,468 53.3% 1,856 72.02% 4,324 59.8% Self-Care Difficulty 1,023 22.1% 871 33.80% 1,894 26.2% Independent Living Difficulty 1,584 34.2% 1,257 48.78% 2,841 39.3% Total Persons with One or
More Disabilities1
4,634
100% / 64.1% of
disabled 2,577
100% /

35.7% of
disabled 7,227 100.0%
1A person may have more than one disability, so the total disabilities may exceed the total persons with a disability Source: US Census, 2014-2018 ACS
As shown in Table 3–32, the 2014-2018 ACS indicates that for individuals between the ages of 16 and 64, approximately 2,718 persons had some form or type of disability and were not in the labor force. This indicates that their disability may impede their ability to earn an adequate income, which in turn could affect their ability to afford suitable housing accommodations to meet their special needs. Therefore, many in this group may be in need of housing assistance.

TABLE 3–323–32: DISABLED PERSONS BY EMPLOYMENT STATUS (2018) Ages 16 to 64 Percent
Employed with Disability 1,003 25.3%
Unemployed with Disability 242 6.1%
Not in Labor Force with Disability 2,718 68.6%
Total 3,963 100%
Source: US Census, 2014-2018 ACS
While recent Census data does not provide income levels or overpayment data for persons with a disability, the 2014-2018 ACS survey does report on indicators that relate to a disabled person’s or household’s income. The 2014-2018 ACS data indicates that 1,644 persons with a disability are below the poverty level. The 2014-2018 ACS data indicates that 53.8% of households in the City that receive food stamps or similar assistance have a disabled member. Of the 4,804 households with a disabled member, 1,176 households receive food stamps or similar assistance. The 2014- 2018 ACS data indicates that the median earnings for males 16 years and over with a disability were $13,750 compared with $32,083 for males with no disability. Median earnings for females 16 years and over with a disability were $13,850 compared to $20,620 for females with no disability.

The persons in the “with a disability” category in Tables 3-32 and 3-33 include persons with developmental disabilities. “Developmental disability”4 means “a disability that originates before an individual attains age 18 years, continues, or can be expected to continue, indefinitely, and constitutes a substantial disability for that individual.” This term includes an intellectual disability, cerebral palsy, epilepsy, autism, and disabling conditions found to be closely related to intellectual disabilities or to require treatment similar to that required for individuals with an intellectual disability, but does not include other handicapping conditions that are solely physical in nature.

While the U.S. Census reports on a broad range of disabilities, the Census does not identify the subpopulation that has a developmental disability. The California Department of Developmental 4 State Section 4512 of the Welfare and Institutions Code

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Services (DDS) maintains data regarding people with developmental disabilities, defined as those with severe, life-long disabilities attributable to mental and/or physical impairments. The DDS data is reported by zip code, so the data reflects a larger area than the City of San Jacinto; however, the data was joined at the jurisdiction level by SCAG to approximate the counts for San Jacinto. The DDS/SCAG data indicates that 556 developmentally disabled persons between the ages of 0 to 17 reside in San Jacinto; 279 are 18 years or older. Table 3–33 breaks down the developmentally disabled population by residence type. Of these persons, the majority (466) live at home with a parent or guardian and only 38 live independently.

TABLE 3–333–33: DEVELOPMENTALLY DISABLED PERSONS BY RESIDENCE TYPE (20198) Home of
Parent/
Guardian
Independent/
Supported
Living
Community
Care Facility
Intermediate
Care Facility
Foster/
Family Home Other
San Jacinto* 466 38 37 0 10 5
* Data are collected at the ZIP-code level and were joined to the jurisdiction-level by SCAG.

Sources: CA DDS, 2019; SCAG 6th Cycle Data Package
Housing for Disabled Persons
Households with a disabled member will require a mixture of housing units with accessibility features, in-home care, or group care housing facilities. Some of these households will have a member with a developmental disability and are expected to have special housing needs.

Developmentally disabled persons may live with a family in a typical single-family or multifamily home, but some developmentally disabled persons with more severe disabilities may have special housing needs that may include extended family homes, group homes, small and large residential care facilities, intermediate care, and skilled nursing facilities and affordable housing such as extremely low/very low/low-income housing (both rental and ownership), Section 8/Housing Choice Vouchers, and single room occupancy-type units.

Although there are no assisted living residential care facilities for adults with special needs, including physical, mental, and developmental disabilities in San Jacinto, there are a number of resources available throughout the county to serve the disabled residents of San Jacinto. Table 3–34 identifies some of the organizations in or near San Jacinto that specialize in providing services for the disabled and developmentally disabled population.

TABLE 3–343–34: FACILITIES AND SERVICES FOR DISABLED PERSONS Organization Name Type of Service Provided Population Served Towards Maximum Independence (TMI) Employment and family support services Disabled adults
California Department of Rehabilitation Vocational rehabilitation, independent living Developmentally disabled adults
Coyne & Assoc. Early start, behavioral services for
children 12 months to 12 years
Goodwill Industries of the Inland Counties Vocational evaluation, training, and employment opportunities
Adults with physical, psychiatric, and
developmental disabilities
Inland Respite, Inc. Caregivers and companion care Developmentally disabled adults Maxim Homecare Services Home healthcare, autism services Mentally disabled persons Project T.O.U.C.H. (Together Our Unity
Conquers Homelessness) Shelter and homeless services Disabled adults CARE Learning Center and Counseling
Services Educational and counseling services Disabled children and adults

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Organization Name Type of Service Provided Population Served A.C.C.E.S.S. Therapeutic services Developmentally disabled children and adolescents
Community Access Center (CAC) Advocacy, assistive technology Disabled adults Towards Maximum Independence (TMI) Employment and family support services Disabled adults
Source: Riverside County Network of Care, https://riverside.networkofcare.org/aging/index.aspx, 2021.

The 2014-2018 ACS data indicates that for individuals between the ages of 5 and 64, approximately

5.2% of the total population of San Jacinto have an ambulatory difficulty, 2.2% have a vision difficulty, 1.3% have a hearing difficulty, and 3.3% have an independent living difficulty. These types of disabilities may impede their ability to find suitable housing accommodations to meet their special needs. Therefore, many in these groups may be in need of housing assistance. Households containing physically handicapped persons may also need housing with universal design measures or special features to allow better physical mobility for occupants.

The 2014-18 ACS data also indicates that 4,804 households (37.8%) in San Jacinto had one or more disabled persons, including developmentally disabled persons. It is anticipated that this rate will remain the same during the planning period. Housing needed for persons with a disability during the planning period is anticipated to include community care facilities or at-home supportive services for persons with an independent living difficulty or self-care difficulty (approximately 10% of the population), as well as housing that is equipped to serve persons with ambulatory and sensory disabilities. Approximately 37.8% of the RHNA, 1,282 units, may be needed to have universal design measures or be accessible to persons with a disability.

LARGE FAMILY HOUSEHOLDS
Large family households are defined as households of five or more persons. Large family households are considered a special needs group because there is often a limited supply of adequately sized housing to accommodate their needs. The more persons in a household, the more rooms are needed to accommodate that household. Specifically, a five-person household would require three or four bedrooms, a six-person household would require four bedrooms, and a seven-person household would require four to six bedrooms.

In San Jacinto, 3,140 households, 24.7% of all households, have five or more persons as described in Table 3–19. Of the large households, 64% own their home and 36% rent. Typically, there are more owner-occupied large households that are cost burdened when compared to renter households and the population as a whole. However, the 2014-2018 ACS survey does not provide data regarding overpayment for large households. Table 3–35 compares the median income for households with five or more persons to the citywide median income for 2018. For each large family category, the median household income was higher versus the citywide median of $50,483.

TABLE 3–353–35: MEDIAN INCOME BY HOUSEHOLD SIZE (2019)
Size Median Income
5-Person Households $70,435
6-Person Households $60,500
7 or More Person Households $82,353
Median Household Income (All Households) $50,483
Source: US Census, 2014-2018 ACS

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Large families can have a difficult time finding housing units large enough to meet their needs. In San Jacinto, there appears to be a significant amount of both ownership housing and rental housing available to provide units with enough bedrooms for larger households. Table 3–36 identifies the number of large households by household size versus the number of large owner and rental units.

While there are adequate units in San Jacinto to accommodate large owner and renter households, it does not mean that there is a match between housing units that exist and large families. As described in Table 3–18, 3.9% of owner-occupied homes and 10.7% of renter-occupied homes are overcrowded.

TABLE 3–363–36: HOUSEHOLD SIZE VERSUS BEDROOM SIZE BY TENURE (2018) Tenure 3 BR Units
5 Person Households
4+ BR
Units
6 Person and Larger
Households
Households Shortfall/
Excess
Households Shortfall/
Excess
Owner 2,872 1,100 1,772 3,318 919 2,399
Renter 1,526 542 984 1,004 579 425
Source: US Census, 2014-2018 ACS
Large households require housing units with more bedrooms than housing units needed by smaller households. In general, housing for these households should provide safe outdoor play areas for children and should be located to provide convenient access to schools and child care facilities. These types of needs can pose problems particularly for large families that cannot afford to buy or rent single-family houses. Based on the proportion of the City’s households that are at least 5 persons, it is anticipated that approximately 25% of the regional housing needs allocation units will be needed to accommodate large households and an emphasis should be placed on ensuring rental units are available to large households.

SINGLE PARENT AND FEMALE-HEADED HOUSEHOLDS
Single parent households are households with children under the age of 18 at home and include both male- and female-headed households. These households generally have a higher ratio between their income and their living expenses (that is, living expenses take up a larger share of income than is generally the case in two-parent households). Therefore, finding affordable, decent, and safe housing is often more difficult for single parent and female-headed households. Additionally, single parent and female-headed households have special needs involving access to daycare or childcare, health care, and other supportive services.

While the majority of households in San Jacinto are either two-spouse couples or single person households, 32.1% of family households are headed by a single male or single female. There are 968 male heads of household with no wife present and 412 of these households have children under

18. There is a larger number of female householders with no husband present – 2,256 households or 22.5% of family households – and 1,346 of these female-headed households have children under

18. Table 3–37 identifies single parent households by gender of the householder and presence of children.

The median income of female-headed households (no husband present) is $33,885, 30.8% less than the median income of a male-headed households (no wife present) family ($48,949) and 32.9% less than the median income of all households in the City ($50,483). Approximately 11.7% of all households are under the poverty level; 4.7% of female-headed households with related children under 18 are under the poverty level.

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TABLE 3–373–37: FAMILIES AND FEMALE HOUSEHOLDER WITH CHILDREN UNDER 18 (2018)
Category Number Percent
Total Families 10,036 100%
Male householder, no wife present 968 9.6%
With children under 18 412 4.1%
Female householder, no husband present 2,256 22.5%
With children under 18 1,346 13.4%
Source: US Census, 2014-2018 ACS
As San Jacinto’s population and households grow, there will be a continued need for supportive services for single parent households with children present. To address both the housing and supportive services needs of female-headed households, additional multifamily housing should be developed that includes childcare facilities (allowing single mothers to actively seek employment).

In addition, the creation of innovative housing for female-headed households could include cohousing developments where childcare and meal preparation responsibilities can be shared. The economies of scale available in this type of housing would be advantageous to this special needs group as well as all other low-income household groups. Limited equity cooperatives sponsored by non-profit housing developers are another financing structure that could be considered for the benefit of all special needs groups.

FARMWORKERS
Farmworkers are traditionally defined as persons whose primary incomes are earned through permanent or seasonal agricultural labor. Agricultural lands have historically been one of Riverside County’s most important land uses and agriculture continues to play a large role in the local economy. While Riverside County has recently experienced an unprecedented level of population growth leading to a more diverse economic base that includes manufacturing, technology, and service-oriented sectors, it remains strongly tied to an agricultural base.

Despite this fact, the 2014-2018 ACS data estimates that only 329 (1.8%) of the working population of San Jacinto’s residents were employed in agriculture (or related industries – forestry, fishing and hunting, mining) in 2018. It is possible (although statistics are not available) that the number of residents employed in agriculture as opposed to those employed in forestry, fishing and hunting, or mining is smaller than 329. In addition, it is possible (although statistics are not available) that a number of active farmworkers are not full-time residents of San Jacinto, and migrate into the area depending on seasonal crop harvest. The United States Department of Agriculture (USDA) estimates that there were 11,365 total farmworkers in Riverside County in 2017. Of those, 1,684 were migrant farmworkers. USDA estimates that 5,607 farmworkers worked seasonally (hired for a period of less than 150 days) in Riverside County in 2017, while 5,758 farmworkers in Riverside County were permanent (hired for a period of greater than or equal to 150 days). Such farmworkers may find temporary housing by living with relatives, or short-term rental of a single unit for several families, resulting in overcrowded conditions.

The City has included Program 15, Development Code Updates, in the Housing Plan to demonstrate that the Development Code will be updated to comply with the Employee Housing Act (Health and Safety Code § 17000 et seq.), specifically, sections 17021.5 and 17021.6. Section 17021.5 which requires employee housing for six or fewer employees to be treated as a single family structure and permitted in the same manner as other dwellings of the same type in the same zone. Section 17021.6 requires employee housing consisting of no more than 12 units or 36 beds to be permitted in the same manner as other agricultural uses in the same zone.

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HOMELESS PERSONS
Government Code Section 65583(a)(7) requires that the Housing Element include an analysis of the needs of homeless persons and families. HUD has updated the definition to represent the issue in the following way:
 People who are living in a place not meant for human habitation, in emergency shelter, in transitional housing, or are exiting an institution where they temporarily resided. The only significant change from existing practice is that people will be considered homeless if they are exiting an institution where they resided for up to 90 days (it was previously 30 days) and were in shelter or a place not meant for human habitation immediately prior to entering that institution.
 People who are losing their primary nighttime residence, which may include a motel or hotel or a doubled-up situation, within 14 days and lack resources or support networks to remain in housing. HUD had previously allowed people who were being displaced within 7 days to be considered homeless. The proposed regulation also describes specific documentation requirements for this category.
 Families with children or unaccompanied youth who are unstably housed and likely to continue in that state. This is a new category of homelessness, and it applies to families with children or unaccompanied youth who have not had a lease or ownership interest in a housing unit in the last 60 or more days, have had two or more moves in the last 60 days, and who are likely to continue to be unstably housed because of disability or multiple barriers to employment.
 People who are fleeing or attempting to flee domestic violence, have no other residence, and lack the resources or support networks to obtain other permanent housing. This category is similar to the current practice regarding people who are fleeing domestic violence.

Homeless individuals face critical housing challenges due to their very low incomes, life challenges and lack of appropriate housing. Thus, state law requires jurisdictions to plan to help meet the needs of their homeless populations. The law also requires that each jurisdiction address community needs and available resources for special housing opportunities known as transitional and supportive housing. These housing types provide the opportunity for families and individuals to “transition” from a homeless condition to permanent housing, often with the assistance of supportive services to assist individuals in gaining necessary life skills in support of independent living.

Homeless Estimates
Counting the homeless population is problematic due to their transient nature; however, through the efforts of the Riverside County Continuum of Care (CoC) estimates have been developed. The Riverside County CoC is a consortium of individuals and organizations with the common purpose of developing and implementing a strategy to address homelessness in Riverside County. The Riverside County CoC is responsible for managing U.S. Department of Housing and Urban Development (HUD) funds for homelessness, and is uniquely positioned to identify system needs and take steps to address them with the collaboration and partnership of community stakeholders.

As the primary coordinating body for homeless issues and assistance for the entire County, the Riverside County CoC manages a plethora of activities and programs vital to the County, including an annual point-in-time “snapshot” survey to identify and assess the needs of both the sheltered and unsheltered homeless. Riverside County’s 2020 Point-in-Time (PIT) Count was conducted on January 29, 2020 and was planned, coordinated, and carried out by County agencies, city municipalities, non-profit service providers, and volunteers, including those experiencing homelessness.

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The 2020 PIT Count identified 31 people in the City of San Jacinto experiencing homelessness, representing 1.1% of Riverside County’s total homeless count (2,884 individuals). For Riverside County, an estimated 729 (25.3%) of the 2,884 homeless individuals were sheltered and an estimated 2,155 (75%) were unsheltered. The 31 people identified in San Jacinto were unsheltered.

Housing Accommodations
The San Jacinto Zoning Code allows emergency shelters by right in the Light Industrial zones, subject to compliance with objective standards consistent with the requirements identified in Government Code Section 65583(a)(4). Transitional and supportive housing are allowed by right in all Residential zones and subject only to the same requirements for residential uses of the same type (e.g., single-family or multifamily) in the same zone. Transitional and supportive housing are also permitted by way of minor use permit in Commercial Downtown, Commercial General, and Commercial Regional zones. The Housing Plan includes policies and programs directed to encourage the provision of housing and services for the homeless population as well as persons and households at risk of homelessness.

There are currently no homeless shelters or transitional housing facilities operating in the City.

The most recent inventory of resources available within Riverside County for emergency shelters, transitional housing, and permanent supportive housing units comes from the 2020 Housing Inventory reported to HUD by the Riverside County CoC. Table 3–38 shows the total beds offered by homeless facilities in the Riverside County CoC area.

TABLE 3–383–38: HOMELESS FACILITIES (2019)*
Type Beds
Emergency Shelter Beds (year-round) 1,317
Emergency Shelter Beds (seasonal) (not included in total) 90 Transitional Housing Units 85
Rapid Re-housing Units 467
Permanent Supportive Housing Units 1,424
Source: HUD 2021 Continuum of Care Homeless Assistance Programs, Housing Inventory Count Report  Emergency Shelter means “any facility with overnight sleeping accommodations, the primary purpose of which is to provide temporary shelter for the homeless in general or for specific populations of the homeless.”
 Transitional housing as “a project that is designed to provide housing and appropriate supportive services to homeless persons to facilitate movement to independent living. The housing is short-term, typically less than 24 months. In addition to providing safe housing for those in need, other services are available to help participants become self-sufficient.  Permanent housing (PH) is defined as community-based housing without a designated length of stay in which formerly homeless individuals and families live as independently as possible. Under PH, a program participant must be the tenant on a lease (or sublease) for an initial term of at least one year that is renewable and is terminable only for cause. Further, leases (or subleases) must be renewable for a minimum term of one month.  Rapid rehousing offers time-limited rental assistance and case management services designed to help families stabilize in housing and connect to other needed services in the community

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A network of regional service providers operates a number of programs to serve the needs of varied homeless subpopulations. Table 3–39 provides a list of emergency and transitional shelters and available services for the homeless population in and around San Jacinto.

TABLE 3–393–39: FACILITIES AND SERVICES FOR THE HOMELESS Organization Name Type of Service
Provided/Population Served Number of Beds
Project Touch (Southwest County) Emergency & Transitional Housing 230 beds House of Decision (Riverside) Women & Children NA
Path of Life (Riverside) Emergency Shelter Limited availability of non-contracted cities
85 Beds
Set Free Ranch (Lake Elsinore) Transitional/substance
abuse/mental health & Domestic
Violence
80 men’s beds
30 women’s beds
Salvation Army (Perris) Emergency Shelter, substance
abuse counseling
NA
Valley Restart (Hemet) Emergency Shelter for families 35 beds Operation Safe House (Riverside) Emergency Shelter for youth 13 beds Source: City of San Jacinto, 2021.

Assessment of Need
Based on the available information, there is a countywide homeless population of 2,884 persons and 2,993 beds, indicating sufficient supply for homeless persons in the County. It is noted that the 2020 point-in-time survey identified 729 sheltered homeless persons and 2,155 unsheltered homeless persons. The discrepancy between sheltered homeless persons and the county’s total capacity to house homeless persons indicates a need for additional community services resources to assist and match the homeless population with the countywide shelter and housing resources. 3I. Units at Risk of Conversion

ASSISTED HOUSING AT RISK OF CONVERSION
California housing element law requires jurisdictions to provide an analysis of low-income, assisted multifamily housing units that are eligible to change from low-income housing uses during the next 10 years (2021-2031) due to termination of subsidy contracts, mortgage prepayment, or expiration of restrictions on use (Government Code 65583). These units risk the termination of various subsidy groups which could convert certain multifamily housing from affordable to market rate. State law requires housing elements to assess at-risk housing in order to project any potential loss of affordable housing.

The California Housing Partnership (CHP) provides data on assisted housing units, including those in San Jacinto. Table 3–40 indicates the extent of subsidized multifamily rental housing in the City, the subsidy programs that are in place for each project, and the likelihood of current housing assisted projects to convert to market rate projects that would not provide assistance to lower income residents.

As shown in Table 3–40, there is one subsidized housing project (San Jacinto Villas Apartments) that is moderately at risk of converting to market rate over the next ten years. The City is not currently aware of any plans to convert the San Jacinto Villas Apartments to market rate.

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TABLE 3–40: SUMMARY OF AT-RISK SUBSIDIZED HOUSING UNITS Project/Address
No. & Type of
Units
Type of
Subsidy Current Owner
Earliest Date of
Conversion Risk
Manzanita Gardens
537 N. Ramona Boulevard, San
Jacinto, CA 92583
35 Family LIHTC
Manzanita Gardens
Associates of San Jacinto
LP
2046 Low
San Jacinto Garden Apartments
324 E. Shaver Street, San Jacinto, CA
92583
97 Family USDA San Jacinto Gardens LP 2035 Low
San Jacinto Manor
1672 S. Santa Fe Street, San Jacinto,
CA 92583
66 Seniors and
Mobility
Impaired
USDA San Jacinto Manor GP 2036 Low
San Jacinto Senior Apartments
633 E. Main Street, San Jacinto, CA
92583
46 Senior LIHTC Beneficial Housing
Foundation 2051 Low
San Jacinto Village Apartments
700 Idyllwild Drive, San Jacinto, CA
92583
38 Family LIHTC San Jacinto Village
Apartments, LP 2044 Low
San Jacinto Villas Apartments
1692 S. Santa Fe Ave, San Jacinto,
CA 92583
81 Family LIHTC Palm Desert Development
Company 2029 LowModer
ate
Terracina Apartments
1825 S. Santa Fe Street, San Jacinto,
CA 92583
54 Family LIHTC National Affordable
Communities Inc 2063 Low
Sources: California Housing Partnership, May 2021; National Housing Preservation Database, May 2021; SCAG 6th Cycle Data Package

PRESERVATION OPTIONS
Depending on the circumstances of the at-risk projects, different options may be used to preserve or replace the units. The following discussion highlights ways that the City’s at-risk units could be preserved as affordable housing. All of the presented financial alternatives are costly and beyond the ability of the City of San Jacinto to manage without large amounts of subsidy from federal and/or state resources; however, the City can engage in a number of organizational efforts to preserve at-risk units. Program 2 in the Housing Plan further describes the City’s commitment to preserve at-risk units.

Replacement Through New Construction
The construction of new lower income housing units is a means of replacing the at-risk units should they be converted to market rate. The cost of developing new housing depends on a variety of factors such as density, size of units, location and related land costs, and type of construction.

Assuming an average development cost of $143,000 per unit for multifamily rental housing (1,200 square foot unit), replacement of the 81 moderately at-risk units would require approximately $11.6 million dollars, excluding land costs, necessary infrastructure, such as roads, wet and dry utilities, or fees, which vary depending upon location.

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Purchase of Replacement Units
One preservation option is for a non-profit organization to purchase similar units. By purchasing similar units, a non-profit organization can secure lower-income restrictions and potentially enable the project to become eligible for a greater range of governmental assistance. The cost of purchasing similar units depends on a number of factors, including the market conditions at the time, occupancy rate, and physical conditions of the units to be acquired.

Current market value for the at-risk units is estimated on the basis of the units’ potential annual income, and operating and maintenance expenses. The actual market value at time of sale would depend on market and property conditions, lease-out/turnover rates, among other factors.

According to Zillow, the median cost of a home in San Jacinto as of April 2021 was $364,272. As previously discussed, the City has identified 81 moderately at-risk units; the cost to purchase replacement units would be approximately $29.5 million dollars.

Purchase of Affordability Covenants
Another option to preserve the affordability of at-risk projects is to provide an incentive package to the owners to maintain the projects as affordable housing. Incentives could include writing down the interest rate on the remaining loan balance, and/or supplementing the subsidy amount received to market levels.

To purchase the affordability covenant on these projects, an incentive package should include interest subsidies at or below what the property owners can obtain in the open market. To enhance the attractiveness of the incentive package, the interest subsidies may need to be combined with rent subsidies that supplement the HUD fair market rent levels.

Rental Assistance
Tenant-based rent subsidies could be used to preserve the affordability of housing. Similar to Housing Choice Vouchers, the City, through a variety of potential funding sources, could provide rent subsidies to very low-income households. The level of the subsidy required to preserve the atrisk units is estimated to equal the Fair Market Rent (FMR) for a unit minus the housing cost affordable by a very low-income household. Approximately $44,550 in rent subsidies would be required monthly (or $534,600 annually). Assuming a 55-year affordability period, the total subsidy is about $29.4 million.

Cost Comparison
In terms of cost effectiveness for preservation of the 81 moderately at-risk units, replacement through construction ($11.6 million dollars) appears to be the most effective financial option; however, this excludes land costs which could significantly alter that cost estimate. While the cost of purchasing the affordability covenants is unknown, it is possible that it would provide a costeffective strategy for preserving the at-risk units and should be explored to further support the City’s preservation objectives.

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Nonprofit Entities with Capacity to Acquire and/or Manage At-Risk Units Nonprofit entities serving Riverside County, including San Jacinto, can be contacted to gauge their interest and ability in acquiring and/or managing units at risk of conversion. A partial listing of entities with resources in the Riverside County area includes:
 Alternatives for Domestic Violence
 Shelter from the Storm
 Nexus for Affordable Housing
 Catholic Charities
 Coachella Valley Housing Coalition
 Fair Housing Council of Riverside County
 Family Service Association of Riverside County
 Habitat for Humanity
 Lutheran Social Services
 BUILD Leadership Development
Potential Funding Sources to Preserve At-Risk Units
A partial list of potential federal, State, and local funding sources that can be used to preserve atrisk units include:
 Predevelopment funds
 Tax-exempt bonds
 Low Income Housing Tax Credits (LIHTC)
 Community Development Block Grants (CDBG)
 SB 2 Permanent Local Housing Allocation (PLHA) Grant
 HOME funds
 Local housing trust funds
 Organizational Efforts

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The City will develop procedures for monitoring and preserving at-risk units, which will include the following:
 Monitor the Risk Assessment report published by the California Housing Partnership Corporation;
 Maintain regular contact with the local HUD office regarding early warnings of possible optouts;  Maintain contact with the owners and managers of existing affordable housing to determine if there are plans to opt out in the future and offer assistance in locating eligible buyers;  Develop and maintain a list of potential purchasers of at-risk units and act as a liaison between owners and eligible purchasers;
 Establish contact with public and nonprofit agencies interested in purchasing and/or managing units at risk at least three years prior to the expiration of affordability restrictions; and
 Contact property owners of units at risk of converting to market-rate housing within one year of affordability expiration to discuss the City’s desire to preserve complexes as affordable housing. Participation from agencies interested in purchasing and/or managing at-risk units will be sought. Coordinate with owners of expiring subsidies to ensure tenants receive the required notices at 3 years, 6 months, and 12 months, per California law.

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3J. Estimates of Housing Need
Several factors influence the degree of demand, or “need,” for housing in San Jacinto. The major needs categories considered in this Element include:
 Housing needs resulting from the overcrowding of units  Housing needs that result when households pay more than they can afford for housing  Housing needs of “special needs groups” such as elderly, large families, female-headed households, households with a disabled person, farmworkers, and the homeless State law requires that cities quantify existing housing need in their Housing Element. Table Table 3–41 summarizes the findings.

TABLE 3–41: SUMMARY OF NEEDS
Summary of Households/Persons with Identified Housing Need Percent of Total Population/Households
Households Overpaying for Housing:

Renter Households Overpaying 19%
Owner Households Overpaying 21.9%
Extremely Low-income Households (0-30% AMI) Overpaying 10% Very Low-income Households (0-30% AMI) Overpaying 10.6% Low-income Households (0-30% AMI) Overpaying 12.4%
Overcrowded Households:

Overcrowded Renter Households 3.8%
Overcrowded Owner Households 2.5%
All Overcrowded Households 6.3%
Special Needs Groups:

Elderly Households 21.4%
Disabled Persons 15.2%
Developmentally Disabled Persons 1.2%
Large Households 24.7%
Female Headed Households 17.7%
Female Headed Households with Children 10.6%
Farmworkers 2.6%
Homeless 0.2%
Affordable Housing Units At-Risk of Conversion to Market Rate Costs 081 Sources: US Census, 2014-2018 ACS; Riverside County Regional Analysis of Impediments to Fair Housing Choice

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4. Constraints
Constraints to housing development are defined as government measures or non-governmental conditions that limit the amount or timing of residential development.

Government regulations can potentially constrain the supply of housing available in a community if the regulations limit the opportunities to develop housing, impose requirements that unnecessarily increase the cost to develop housing, or make the development process so arduous as to discourage housing developers. State law requires housing elements to contain an analysis of the governmental constraints on housing maintenance, improvement, and development (Government Code Section 65583(a)(4)).

Non-governmental constraints (required to be analyzed under Government Code Section 65583(a)(5)) cover land prices, construction costs, and financing. While local governments cannot control prices or costs, identification of these constraints can be helpful to San Jacinto in formulating housing programs.
4A. Governmental Constraints
Housing affordability is affected by factors in both the private and public sectors. Actions by the City can have an impact on the price and availability of housing in San Jacinto. Land use controls, site improvement requirements, building codes, fees, and other local programs intended to improve the overall quality of housing may serve as a constraint to housing development. These governmental constraints can limit the operations of the public, private, and non-profit sectors, making it difficult to meet the demand for affordable housing and limiting supply in a region. All City zoning regulations, development standards, specific plans, and fees are posted online and available to the public, consistent with the requirements of AB 1483.

LAND USE CONTROLS
Local land use policies and regulations impact the price and availability of housing, including affordable housing. This section discusses the current and proposed General Plan land use designations and provisions in the Development Code relative to the types of housing allowed within San Jacinto as a potential governmental constraint. As previously discussed, the City is in the midst of a comprehensive General Plan Update, expected to be adopted in the Spring of 2022. A new Proposed Land Use Map, and new land use designations, have been prepared and circulated as part of this effort. In order to create consistency between the Housing Element and the new General Plan, the Housing Element identifies sites suitable to accommodate the City’s RHNA based on the proposed land use designations included in the General Plan Update.

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The City has individually and cumulatively considered all relevant land use controls, as described in this section, as potential constraints on a variety of housing types (e.g., multifamily rental housing, mobilehomes, and transitional housing). The City has also considered the cumulative impacts of these land use controls on the cost and supply of housing, including the ability to achieve maximum densities and cost and supply of housing. In general, the City of San Jacinto maintained limited land use controls that are intended to preserve public health and safety and are consistent with similar land use controls implemented in neighboring jurisdictions. Where possible, the City has sought to reduce governmental constraints by providing concessions or incentives to increase housing supply and reduce costs. However, the City finds that the limiting factor for the development of new housing in San Jacinto is not its land use controls, but rather the City’s geographic position and limited employment opportunities to attract new residents. As part of the City’s comprehensive General Plan Update, the City has prepared a robust economic study to understand the larger market and demand for development in the City and, more generally, the San Jacinto Valley. Where a land use control is identified as a potential constraint, the City has sought to include a program in the Housing Plan to remove or reduce the constraint to the extent feasible (for example, the City acknowledges that its parking standards may increase the cost of housing and the City has included a program to update its Development Code which will include a revision to the City’s parking standards). Given that the City is in the midst of a comprehensive General Plan Update and Development Code Update process, the City looks forward to addressing constraints due to land use controls and has included multiple Programs to commit the City to completing its General Plan and Development Code Update early in the planning period (by December 2022).

The City has worked in the past to reduce prior constraints. For example, multi-family housing is permitted by right in the multi-family residential zones; however, the Development Code previously required that the Site Plan and Design Review be completed by the Planning Commission for any residential development of more than 9 dwelling units. This was identified as a constraint and changed by the City Council in 2021.

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General Plan
The General Plan Land Use Element sets forth land use designations that guide the location, type, and intensity or density of permitted uses of land in the City of San Jacinto. The Development Code (Title 17 of the Municipal Code) implements the General Plan by providing specific direction and development standards for each general land use category. Table 4–1 shows residential land uses, the corresponding zoning designation, and permitted densities allowed for housing. In addition to residential land uses, the General Plan Land Use Element identifies several Specific Plan Areas (SPAs) within the City. These areas are unique in ways that require special consideration and are regulated by Specific Plans that are relevant to that plan area. SPAs are discussed in the following section.

TABLE 4–14–1: CURRENT GENERAL PLAN RESIDENTIAL LAND USE DESIGNATIONS General Plan
Designation Description Zone Symbol Zoning Description
Estate Residential
(ER)
Allows a maximum of 1 detached single-family dwelling unit per 2 acres. Appropriate for rural areas and preservation of hillside and scenic resources. This designation allows a maximum density of

0.5 du/ac.

RE Residential Estate
(max. 0.5 du/ac)
Rural Residential (RR)
Detached single-family dwelling units for small agricultural operations and rural-oriented residences. This designation allows a maximum density of 2.0 du/ac.

RR Rural Residential (max.

2.0 du/ac)
Low Density
Residential (LDR)
Single-family detached residential development. This designation allows a maximum density of 2.1 – 5.0 du/ac. RL Residential, Low Density (2.1–5.0 du/ac) Medium Density
Residential (MDR)
For the development of single-family attached and detached units, duplexes, triplexes, fourplexes, townhouses, condominiums, as well as mobilehome parks. This designation allows a maximum density of 5.1 – 10.0 du/ac.

RM
Residential, Medium
Density (5.1–10.0
du/ac)
Medium High Density
Residential (MHDR)
Multi-family housing, including garden style units, apartments, condominiums, townhouses, as well as mobilehome parks. This designation allows a maximum density of 10.1 – 14.0 du/ac.

RMH
Residential, Medium
High Density (10.1–

14.0 du/ac)
High Density
Residential (HDR)
Multi-family housing, including garden style units, apartments, condominiums, townhouses, as well as mobilehome parks. This designation allows a maximum density of 14.1 – 18.0 du/ac.

RH
Residential, High
Density (14.1–18.0
du/ac)
Very High Density
Residential (VHDR)
Intended for apartments and condominiums. This designation allows a maximum density of 18.1 – 22.0 du/ac. RVH
Residential, Very High
Density (18.1–22.0
du/ac)
General Open Space
(OS)
General open space and open space for the conservation of natural and scenic resources and the protection of public and property from natural hazards. Residential uses are permitted at a maximum density of one dwelling unit per 40 acres (0.025 du/acre).

OSG Open Space General
(0.025 du/acre)
Downtown Commercial
(DC)
Allows for a mix of residential and commercial uses. This designation allows a maximum density of 5.0 du/ac. CD Commercial Downtown (max 5.0 du/ac)
Specific Plan (Planned
Community
Development) (SP)
A Specific Plan is required for all projects of 100 acres or more.

Permitted densities/uses are based on underlying zoning per parcel.

SP Specific Plan (varies)
Sources: City of San Jacinto General Plan, 2012; City of San Jacinto Development Code, 2021

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TABLE 4–24–2: PROPOSED GENERAL PLAN RESIDENTIAL LAND USE DESIGNATIONS General Plan
Designation Description
Very Low Density
Residential (0-2 du/ac)
The Very Low Density Residential (VLDR): The Very Low Density Residential land use designation provides for the development of very low density single-family dwellings at a density of up to 2 dwelling units per acre of land. This designation is generally most suitable in rural areas and areas where scenic and natural resources should be protected, in areas that consist of small agricultural operations and rural-oriented residences, or where natural hazards limit development potential (such as hillsides).

Low Density Residential
(2-7 du/ac)
The Low Density Residential (LDR): The Low Density Residential land use designation provides for the development of low density detached single-family dwellings at a density between 2 and 7 dwelling units per acre.

Medium Density
Residential (7-14 du/ac)
Medium Density Residential (MDR): The Medium Density Residential land use designation allows for a range of housing types including single-family attached and detached units, condominiums, townhouses, apartments, and mobilehome parks at a density of between 5 and 14 dwelling units per acre.

High Density Residential
(14-22 du/ac)
High Density Residential (HDR): The High Density Residential land use designation provides for a variety of single-family dwelling units and multiple-family dwellings including: garden style units, stacked flats, courtyard homes, patio homes, townhouses, apartments, condominiums, senior housing and mobilehome parks. Project densities between 14 and 22 dwelling units per acre allowed.

Very High Density
Residential (22-32 du/ac)
Very High Density Residential (VHDR): The Very High Density Residential land use designation provides for the development of a wide range of multiple-family living accommodations, such as townhomes, condominiums, apartments, and senior housing. Project densities between 22 and 32 dwelling units per acre are allowed.

Mixed-Use (0-1 FAR;

10.1-36 du/ac)
Mixed Use (MU): The Mixed Use designation provides opportunities for mixtures of commercial, office, and residential uses in the same building, on the same parcel of land, or within the same area.

Mixed-use areas offer opportunities for people to live, work, shop, and recreate without having to use their cars. This designation allows for vertical integration of compatible uses, whereby such uses share the same building or lot, or horizontal integration of uses, where compatible uses are located next to each other. Single-use projects are allowed; stand-alone residential projects should be located in proximity to nonresidential development.

The Mixed Use designation allows residential densities between 10 and 36 dwelling units per acre and a floor area ratio (FAR) of up to 1.0. For projects which include residential and nonresidential components, the density requirements shall apply to the residential component and the FAR shall apply to the nonresidential component.

Downtown Village (0-2
FAR; 40 du/ac max)
Downtown Village (DV): The Downtown Village land use designation allows for a variety of commercial uses with a strong pedestrian orientation and design that enhances the City’s small-town character. Development in these areas will be subject to additional design and development standards intended to support the Downtown area.

Mixed commercial, office, and residential development (residential uses above or beside commercial uses) is also permitted in the DV designation. Single-use projects are allowed; stand-alone residential projects should be located in proximity to nonresidential development.

The Downtown Village designation allows residential densities up to 40 dwelling units per acre and a floor area ratio (FAR) of up to 2.0. For projects which include residential and nonresidential components, the density requirements shall apply to the residential component and the FAR shall apply to the nonresidential component.

Specific Plan (varies)
Specific Plan (SP): The Specific Plan designation indicates there is an adopted Specific Plan for an area, which provides detailed policies, standards, and criteria for the area’s development or redevelopment. As required by state law, Specific Plans generally consist of a land plan, circulation plan, development standards, design guidelines, and phasing plan and set forth detailed implementation programs necessary to serve the development.

Sources: City of San Jacinto General Plan Update, 2020

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Specific Plans
A specific plan is a comprehensive planning document that guides the development of a defined geographic area in a mix of uses including residential, commercial, industrial, schools, and parks and open space. Specific plans typically include more detailed information than the General Plan about land use, traffic circulation, development standards, affordable housing programs, resource management strategies, and a comprehensive infrastructure plan. Specific plans are also used as a means of achieving superior design by providing flexibility in development standards beyond those contained in the Development Code.

There are multiple Special Planning Areas (SPAs) within San Jacinto that are regulated by Specific Plans relevant to that plan area. For a majority of these SPAs there are no underlying land use designations based on the current General Plan; however, in the Proposed Land Use Map, this issue is resolved through the consistent application of the Specific Plan land use designation. Each Specific Plan contains detailed regulations, conditions, programs, and design criteria unique to a defined geographic area within San Jacinto and is intended to implement the General Plan. The adopted specific plans are consistent with the General Plan. Future specific plans, specific plan amendments, and development projects must be consistent with policies contained in the General Plan, including the General Plan Land Use Element. The following discussion summarizes The Cove Specific Plan, which is only Specific Plan area identified as suitable to accommodate a portion of the Regional Housing Needs Allocation (RHNA) through the planning period.

The Cove is a master planned community situated along Cottonwood Avenue, west of Warren Road, in western San Jacinto. The goal of the Specific Plan was to create a theme based on the surrounding landscape and environment, characterized by varied topography, rock outcrops, natural drainages, and sensitive vernal pools. The Plan outlines formal design guidelines for development within the area and incorporated the addition of desirable amenities for the plan community- including a 7- acre park, elementary school site, a green belt, and open space designations.

Development Code
Land use policies in the General Plan are implemented primarily through the Development Code.

The Development Code provides for a range of densities and residential uses and is designed to protect and promote the health, safety, and general welfare of residents, which includes preserving the character and integrity of established residential neighborhoods. To that end, the City has established specific development standards that apply to residential construction in various districts.

These include density, lot coverage, building height, parking standards, and other applicable requirements. The City is undertaking a comprehensive update to its General Plan and Development Code; any future updates will be consistent with this Housing Element and internally consistency with each other and other supporting plans and programs. It is the City’s intent to expand the range of development options in San Jacinto by creating new land use designations and development standards to accommodate higher density residential and mixed-use development.

Provisions for a Variety of Housing Types
State housing element law requires that jurisdictions facilitate and encourage a range of housing types for all economic segments of the community. This includes the production of housing to meet the needs of different types of households with incomes ranging from low to above moderate. The Housing Element is the City’s plan for achieving this objective.

As shown in Table 4–3, the City’s Development Code accommodates a wide variety of conventional and special needs housing, including single-family dwellings, duplexes, multifamily, ADUs, manufactured housing, mobile home parks, residential care facilities (small and large), and transitional and supportive housing.

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TABLE 4–3: PERMITTED RESIDENTIAL USES BY ZONE
Housing Type
Residential Zones Commercial Zones
Special
Purpose Zone
Industrial
Zone

RE RR RL RM RMH RH RVH CD CG CR OSG IL
Conventional Housing
Single-Family Dwelling P P P P P P -- -- -- -- P --
Two-Family Dwelling (Duplex) -- -- -- P P P -- -- -- -- -- -- Multi-Family Dwelling -- -- -- P P P P MUP -- -- -- --
Mixed-Use Projects -- -- -- -- -- -- -- MUP MUP MUP -- -- Accessory / Junior Accessory
Dwelling Unit P P P P P P P -- -- -- -- --
Mobile Home Park CUP CUP CUP CUP CUP CUP CUP -- -- -- -- -- Live-Work Unit -- -- -- -- -- -- -- MUP MUP MUP -- --
Special Needs Housing
Residential Care Facility
--6 or fewer clients
--7 or more clients
P
--
P
--
P
--
P
CUP
P
CUP
P
CUP
P
CUP
--
--
--
CUP
--
--
--
--
--
--
Residential Care Facility for
Elderly
--6 or fewer clients
--7 or more clients
P
--
P
--
P
--
P
CUP
P
CUP
P
CUP
P
CUP
--
--
--
CUP
--
--
--
--
--
--
Congregate Care Facility
--6 or fewer clients
--7 or more clients
P
--
P
--
P
--
P
--
P
--
P
--
P
--
--
--
--
CUP
--
--
--
--
--
--
Congregate Living Facility
--up to 6 persons
--7 to 11 persons
--12+ persons
P
MUP
--
P
MUP
--
P
MUP
--
P
MUP
CUP
P
MUP
CUP
P
MUP
CUP
P
MUP
CUP
--
--
--
--
--
--
--
--
--
--
--
--
--
--
--
Convalescent Home
--6 or fewer clients
--7 or more clients
P
--
P
--
P
--
P
CUP
P
CUP
P
CUP
P
CUP
--
--
--
CUP
--
--
--
--
--
--
Guest House P P -- -- -- -- -- -- -- -- -- --
Group Home for Persons with
Disabilities P P P P P P P -- -- -- -- --
Agricultural Employee Housing P -- -- -- -- -- -- -- -- -- -- -- Senior Residential Projects* -- -- -- P P P P MUP MUP MUP -- -- Emergency Shelter -- -- -- -- -- -- -- -- -- -- -- P
Single-Room Occupancy -- -- -- CUP CUP CUP CUP -- -- -- -- -- Supportive Housing P P P P P P P MUP MUP MUP -- --
Transitional Housing P P P P P P P MUP MUP MUP -- --
Source: City of San Jacinto Development Code, 2021
Notes: “P” = Permitted; “CUP” = Conditional Use Permit; “MUP” = Minor Use Permit; and “--” = Not Permitted * Senior Residential Projects are permitted in the RM, RMG, RH, and RVH zones as multi-family residential projects.

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Single-Family Dwelling: Attached and detached single-family dwellings and subdivisions are permitted by right within the RE, RR, RL, and RM zones. Single-family projects are subject to a ministerial Site Plan and Design Review. Projects proposing a subdivision are reviewed by the Planning Commission.

Two-Family Dwelling (Duplex): A two-family dwelling or duplex is generally defined as a twounit housing structure with separate entrances for each unit, located on a single parcel. Duplexes are permitted by right within the RM, RMH, and RH zones and are subject to a ministerial Site Plan and Design Review.

Multi-Family Dwelling: Multi-family developments contain three or more dwelling units and includes triplexes, fourplexes, apartments, condominiums, and townhouses. Multi-family developments are permitted in the RM, RMH, RH and RVH by right as well as the CD zone subject to a Minor Use Permit (MUP). Requires a Site Plan Review Application.

Live-Work Unit: Live-work units combine commercial and/or light industrial activities with a residential space. Typically, the residential component is secondary or accessory to the primary use as a place of work. Live-work units are limited to the CD zone subject to a Minor Use Permit (MUP).

Accessory Dwelling Unit (ADU): Government Code Section 65852.2(a)(1) allows local agencies to designate areas within a city where accessory dwelling units (ADU) may be permitted and to impose development standards addressing issues such as unit size, height, setbacks, lot coverage, parking, landscaping, and architectural review. The City recently (2020) updated Chapter 17.21 of its Municipal Code to be consistent with California Government Code Sections 65852.150 and 65852.2, which establish regulations for accessory dwelling units. The City has included Program 9, Accessory Dwelling Units, in the Housing Plan to commit the City to updating its ADU Ordinance to be consistent with State law and to update it as needed during the planning period to maintain compliance.

San Jacinto Development Code Section 17.405.060 was amended to define an accessory dwelling unit as “an attached or a detached residential dwelling unit that provides complete independent living facilities for one or more persons and is located on a lot with a proposed or existing primary residence.” It includes an efficiency unit, as defined by Section 17958.1 of the California Health and Safety Code, a manufactured home, as defined by Section 18007 of the California Health and Safety Code, has its own independent sanitation facility, and includes a kitchen as defined by the Building Code. This definition does not include a guest house.

Construction of an ADU or JADU (Junior Accessory Dwelling Unit) is permitted on a lot in a zone that allows residential uses and includes a proposed or existing dwelling. A building permit is required for an ADU and JADU pursuant to compliance with the minimum requirements described below and in the Development Code, Section 17.405.060. Construction of ADUs shall be permitted on any residential or mixed-use zone that allows residential units, subject to the following criteria, which include (but are not limited to):
 Sites developed or proposed to be developed with a single-family residence shall not be permitted more than one ADU.
 Sites developed with a multi-family building may convert existing non-habitable square footage within the building to a minimum one ADU and a maximum that shall not exceed twenty-five percent of the number of units on the site. Sites developed with a multifamily building are also permitted to construct two ADUs or to convert detached accessory buildings, garages, carports, or covered parking structures to a maximum of two ADUs.

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 A maximum of one JADU shall be permitted on a site developed or proposed to be developed with a single-family residence, unless the subject site proposes or contains an attached ADU. In such cases, a JADU shall not be permitted.

The approval process is ministerial in nature, and the City must approve or deny an application for a building permit to construct an ADU or JADU within 60 days after receiving a complete application.

If a complete application for a building permit to construct an ADU or JADU is submitted in connection with an application to construct a new primary dwelling on a lot, the application may not be approved until the application is approved for the new dwelling. The application for the ADU or JADU must be processed ministerially regardless of the approvals required for the primary dwelling. Further, the ordinance sets forth the following development standards for ADUs:

TABLE 4–4: ADU AND JADU DEVELOPMENT STANDARDS
Specific Regulations
ADU
JADU Additional
Attached Detached Provisions
Minimum Size 150 sf 150 sf 150 sf
Maximum Size 1,200 sf 1,000 sf 500 sf (1) (2) (3) (4)
Maximum Height 16 ft and 1 story 16 ft and 1 story Same as primary building
Minimum Side Yard Setback 4 ft 4 ft Same as primary
building (5)
Minimum Rear Yard Setback 4 ft 4 ft Same as primary
building (5)
Maximum Lot Coverage/Use
Intensity
Same as zoning
district
Same as zoning
district
Same as zoning
district (6)
Separation from Primary Buildings - 6 ft -
Minimum parking 1 space 1 space - (7)(8)
Tandem Parking Permitted Permitted Permitted
Source: City of San Jacinto Development Code, 2021

1. An attached accessory dwelling unit may not exceed 50% of the existing or proposed primary dwelling floor area or 1,200 square feet, whichever is less.

2. ADUs may not exceed 800 square feet in size in cases where both an ADU and JADU are developed or proposed on a site.

3. Existing accessory structures may be converted into an ADU and may be expanded by up to 150 square feet of the existing footprint to accommodate ingress and egress only.

4. A junior accessory dwelling unit shall be constructed within the existing space of the proposed or existing singlefamily dwelling or accessory structure, however, an expansion of not more than 150 square feet beyond the same physical dimensions of the existing space of a single-family dwelling shall be permitted for purposes of accommodating ingress and egress.

5. No setback is required to construct an accessory dwelling unit within an existing structure that is converted to an accessory dwelling unit or a new structure constructed in the same location and the same dimension as an existing structure.

6. Lot coverage and use intensity maximum established in zoning district may be exceeded to permit an ADU up to 800 square feet in size. This provision shall not apply to conversions of existing buildings.

7. No parking for the ADU is required if one or more of the following applies:
a. The ADU is located within ½ mile walking distance of public transit. b. The ADU is located within an architecturally and historically significant historic district. c. The ADU is part of the proposed or existing primary residence or an accessory structure. d. When on-street parking permits are required but not offered to the occupant of the ADU. e. When there is a car share vehicle located within one block of the ADU.

8. When a garage, carport, or covered parking structure is demolished in conjunction with the construction of an accessory dwelling unit or converted to an accessory dwelling unit, the city shall not require the replacement of offstreet parking spaces.

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Manufactured Housing: State law requires that manufactured housing, when constructed as a single-family dwelling on a permanent foundation, be treated as a conventional single-family home subject to the same development standards as a single-family residential dwelling on the same lot would require, except for architectural requirements limited to its roof overhang, roofing material, and siding material.

Manufactured homes may be placed on individual lots that allow single-family of two-family residential uses provided that the homes are attached to a foundation system in compliance with all applicable building regulations and Section 18551 of the Health and Safety Code and occupied only as a residential use. Manufactured homes are subject to all Development Code provisions applicable to residential structures.

Mobile Home Park: Mobile home parks, including manufactured home parks, that conform to the State Mobile Home Parks Act (Division 13, Part 2.1 of the California Health and Safety Code, commencing with Section 18200) or the implementing State guidelines (Title 25, Division I, Chapter 2 of the California Code of Regulations) and Section 18300 of the Health and Safety Code, are allowed in all residential zones as a conditional use subject to Planning Commission approval.

Residential Care Facility: “Small” residential care facilities (those serving six or fewer clients) are allowed by right in the residential zones subject to the same development standards and permit processing requirements as other residential uses in those zones, pursuant to the California Lanterman Developmental Disabilities Services Act. “Large” residential care facilities (those serving seven or more clients) are permitted in the RM, RMH, RH, RVH, CN, and CG zones subject to a CUP.

Senior Residential Projects: Senior residential housing is identified in the Development Code as “Dwellings designed for persons at least 62 years of age, or a person at least 55 years of age who meets the qualifications found in Civil Code Section 51.3. Includes senior apartments, retirement communities, retirement homes, homes for the aged.” Senior residual projects are allowed in the CD, CG, and CR zones subject to a MUP and Planning Commission approval.

Emergency Shelter: Emergency shelters are allowed in the industrial zone (IL) subject to ministerial review and approval and compliance with objective standards consistent with the requirements identified in Government Code Section 65583(a)(4).

No emergency shelters are currently located within San Jacinto. The IL zone include approximately 385 acres on 304 parcels. Based on the vacant land survey conducted for the General Plan Update, 95 of these parcels totaling 156 acres are vacant; 36 parcels are larger than one acre in size. These undeveloped industrial parcels could accommodate a year-round emergency shelter; however, no emergency shelters are to be located within 300 feet of each other. Additionally, the size of emergency shelters is not to exceed 20 beds. Parcels zoned IL could accommodate at least two emergency shelters, which could sufficiently house the 31 unsheltered homeless individuals in the City (2020 Homeless Count). These parcels are infill sites in developed areas and are suitable for emergency shelters. Water, sewer, and utilities are available in the roadways adjacent to these parcels.

The City has considered the limit of 20-beds as a potential constraint to development of emergency shelters and, based on discussions with service providers, has concluded that this is not a limit to developing emergency shelters in San Jacinto. A facility of this size can more easily be located at infill sites near goods and services and operated efficiency by a range of providers. The City has not received any requests to develop larger emergency shelters and has not been made aware of any potential projects that were discouraged from pursing an opportunity in San Jacinto due to this bed limit. In addition, the City is not aware of any potential residents being turned away due to lack of shelter space within the City.

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The IL zone is located within the developed center of the City and contains a wide variety of uses including industrial and manufacturing, food service, vehicle repair and service, retail stores, and gas and convenience. The IL zone is suitable for emergency shelters because:
 Shelters are compatible with a range of uses that are common in suburban communities and allowed in the light industrial zone (e.g., government facilities, office buildings, assembly/meeting facilities, health/fitness facilities, etc.);  The IL zone is located along major corridors in the core of the City (State Street, 7th Street, Esplanade Avenue, Ramona Expressway) with easy access to public transit (bus) and community amenities including parks, shopping, food, and community and faith-based services;
 There is a mixture of existing uses in the light industrial zone that include light industrial, manufacturing, warehousing, office uses, and non-industrial uses; and  Although hazardous materials may be present and used on some of the properties within the IL zone, the majority of parcels are not known to be constrained by the presence of hazardous materials.

Low Barrier Navigation Center: A low barrier navigation center is a housing first, low-barrier, service-enriched shelter focused on moving people into permanent housing that provides temporary living facilities while case managers connect individuals experiencing homelessness to income, public benefits, health services, shelter, and housing. AB 2162 requires jurisdictions to further streamline approval of eligible low barrier navigation center applications in areas zoned for mixed-use and residential zones permitting multifamily uses, subject to specific criteria. The City’s Development Code does not conform to these recent requirements; however, Program 15 in the Housing Plan requires the Development Code to be updated to address AB 2162.

Transitional and Supportive Housing: Transitional housing is a type of housing used to facilitate the movement of homeless individuals and families to permanent housing. Transitional housing can take several forms, including group quarters with beds, single-family homes, and multifamily apartments and typically offers case management and support services to return people to independent living (usually between 6-24 months). The Development Code defines transitional housing as “Housing with supportive services for up to 24 months that is exclusively designated and targeted for recently homeless persons. May include self-sufficiency development services, with the ultimate goal of moving recently homeless persons to permanent housing.” This definition is consistent with Government Code Section 65582(j).

According to the National Housing Institute, supportive housing is permanent housing with a service component, which can be provided either on-site or off-site. The Development Code defines supportive housing as “housing with no limit on length of stay, that is occupied by the target population and that is linked to on-site or off-site services that assist the supportive housing resident in retaining the housing; improving his or her health status; and maximizing his or her ability to live and, when possible, work in the community.” The target population includes persons with disabilities, elderly, youth aging out of the foster system, veterans, and homeless. The City’s definition is consistent with Government Code Section 65582(g).

Senate Bill 2 provides that transitional housing and supportive housing that is a rental housing development constitutes a residential use. It requires zoning to treat such uses as a residential use and subject only to those restrictions that apply to other residential uses of the same type in the same zone. The Development Code allows transitional and supportive housing as a residential use, subject to the same permitting process and development standards as other residential uses in the residential and commercial zones.

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The City has included Program 15, Development Code Updates, in the Housing Plan to confirm that the Development Code will be updated to permit transitional and supportive housing as a residential use in all zones allowing residential uses and only subject to those restrictions that apply to other residential dwellings of the same type in the same zone in compliance with Gov. Code, § 65583, subd. (a)(5) and further ensure that the Development Code is consistent with requirements for byright permanent supportive housing under AB 2162.

Single-Room Occupancy (SRO): Single-room occupancy (SRO) facilities are a housing type that is considered suitable to meet the needs of extremely low, very low, and low-income households.

With high housing costs, many communities in California are exploring the use of single-room occupancy housing to fulfill the affordable housing needs of certain segments of the community, such as seniors, students, and single workers. The San Jacinto Development Code permits SRO units in the RM, RMH, RH, and RVH zones subject to a CUP.

Housing for Disabled Persons: On January 1, 2002, SB 520 became effective and required local jurisdictions to analyze local government constraints on developing, maintaining, and improving housing for persons with disabilities. In accordance with SB 520 and Government Code 65583(a)(7), the City recognizes the importance of providing housing for persons with disabilities. Persons with disabilities have a number of specific housing needs, including those related to design and location.

Design needs generally include the removal of architectural barriers that limit the accessibility of dwelling units and construction of wheelchair ramps, railings, etc. Location needs include accessibility to public transportation, commercial services, health care, and supportive services.

Some persons with disabilities need group housing opportunities, especially those who are lowerincome or homeless. The following discussion addresses these issues and determines that no specific City policy or regulation serves to impede the access that persons with disabilities have to housing that suits their specific needs. During the prior planning period, the City was made aware of some issues with housing for persons with disabilities and completed an update to the Development Code to ensure that people with disabilities were included and accommodated within the City. Careful consideration has been given to accommodating persons with disabilities and the City continues to support housing for persons with disabilities in accordance with State law.

Zoning and Land Use: The General Plan and Development Code provide for the development of multi-family housing in the RM, RMH, RH, and RVH zones by right, as well as in the CD zone by Minor Use Permit. Traditional multifamily housing for persons with special needs, such as apartments for the disabled, are considered regular residential uses permitted in these zones. The City’s land use policies and zoning provisions do not constrain the development of such housing. Additionally, the City permits group homes for persons with disabilities by right in all residential zone districts within the City.

Under the Lanterman Developmental Disabilities Services Act (Lanterman Act), small State-licensed residential care facilities for six or fewer persons must be permitted in all zones that allow single or multifamily uses, subject to the same permit processing requirements and development standards.

The City of San Jacinto will amend the Development Code to define a small residential care home as a single-family residential use, and therefore permitted subject to a MUP in the CD zone, in order to maintain compliance with the Lanterman Act. Large residential care facilities serving seven or more clients are conditionally permitted persons in the RM, RMH, RH, RVH, CN and CV zones.

Potential conditions of approval may include hours of operation, security, loading requirements, and management. Conditions are similar to those for other similar uses in the same zones and would not serve to unduly constrain the development of residential care facilities for more than six persons.

Occupancy standards for residential care facilities are the same as occupancy standards for all other residential uses. The Development Code also accommodates transitional and supportive housing in all residential zoning districts and subject only to the same requirements for residential uses of the

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same type (e.g., single-family or multifamily) in the same zone, and in the CD, CG, and CR zones subject to a MUP. These facilities may serve persons with disabilities.

Building Code: Building construction and procedures within San Jacinto are required to conform to the 2019 California Building Code, as adopted in Title 15 of the City’s Municipal Code. Standards within the Building Code include provisions to ensure accessibility for persons with disabilities. These standards are consistent with the Americans with Disabilities Act (ADA). No local amendments that would constrain accessibility or increase the cost of housing for persons with disabilities have been adopted and City officials are not aware of any instances in which an applicant experienced delays or rejection of a retrofitting proposal for accessibility to persons with disabilities.

Reasonable Accommodation: Both the federal Fair Housing Act and the California Fair Employment and Housing Act direct local governments to make reasonable accommodation (i.e., modifications or exceptions) in their zoning laws and other land use regulations to allow disabled persons an equal opportunity to use and enjoy a dwelling. For example, it may be a reasonable accommodation to waive a setback requirement so that elevated ramping can be constructed to provide access to a dwelling unit for a resident who has mobility impairments. Whether a particular modification is reasonable depends on the circumstances and must be decided on a case-by-case basis.

San Jacinto City CouncilFebruary 1, 2022

San Jacinto City Council
February 1, 2022