Cities Index.
Agenda packet

San Jacinto City Council
July 18, 2023

Document
Agenda packet
Meeting
July 18, 2023
Body
San Jacinto City Council
Pages
48
Original file
40.4 MB
Text extracted from the city's file for reading and search. Open the original on sanjacintoca.iqm2.com. That file is the official record.

3.A.5.a
Packet Pg. 136 Attachment: 11. 2022-23 May Treasurers Report with signature (Treasurer’s Report at May 31, 2023) Portfolio Holdings
Portfolio Income
Portfolio Transactions
Issuer Concentration
Security Concentration
Portfolio Activity Summary
City of San Jacinto Detail

Page 13 ends

3.A.5.a
Packet Pg. 137 Attachment: 11. 2022-23 May Treasurers Report with signature (Treasurer’s Report at May 31, 2023) Month End Report Trade Date copy
San Jacinto, City of (66779)Month End (M11 Y2023)05/01/2023 - 05/31/2023Dated: 06/08/2023Locked Down

3.A.5.a
Packet Pg. 138
Attachment: 11. 2022-23 May Treasurers Report with signature (Treasurer’s Report at May 31, 2023) 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: 06/08/2023

3.A.5.a
Packet Pg. 139
Attachment: 11. 2022-23 May Treasurers Report with signature (Treasurer’s Report at May 31, 2023) 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 94.9770 02/13/2020 02/14/2020 Aaa AA+ AAA 299,919.45 301,281.95 1,362.50 -14,988.50 284,930.95 286,293.45

FEDERAL HOME LOAN BANKS
3130AJHU6

AGCY BOND

0.500
04/14/202504/14/2025N--- 223,884.00 225,000.00 93.0670 04/15/2020 04/16/2020 Aaa AA+ AAA 224,578.52 224,725.39 146.88 -15,177.84 209,400.67 209,547.55

FEDERAL NATIONAL MORTGAGE ASSOCIATION
3135G05X7

AGCY BOND

0.375
08/25/202508/25/2025N--- 413,057.80 415,000.00 91.4716 08/25/2020 08/27/2020 Aaa AA+ AAA 414,125.37 414,540.37 415.00 -34,518.06 379,607.31 380,022.31

WALMART INC
931142EK5
CORP

3.400
06/26/202306/26/2023Y06/16/2023
243,666.00225,000.00

99.8649
04/29/202005/01/2020
Aa2AAAA
225,000.00228,293.75
3,293.75
-304.07
224,695.93227,989.68

PEPSICO INC
713448FB9
CORP

0.400
10/07/202310/07/2023N--- 84,951.55 85,000.00 98.2060 10/06/2020 10/07/2020 A1A+NA 84,994.32 85,045.32 51.00 -1,519.21 83,475.11 83,526.11 AMAZON.COM INC
023135BW5
CORP

0.450
05/12/202405/12/2024N--- 144,788.30 145,000.00 95.4660 05/11/2021 05/12/2021 A1AAAA- 144,932.93 144,967.37 34.44 -6,507.19 138,425.74 138,460.18

PACCAR FINANCIAL CORP
69371RR40
CORP

0.500
08/09/202408/09/2024N--- 99,946.00 100,000.00 94.7068 08/03/2021 08/09/2021 A1A+NA 99,978.48 100,134.03 155.56 -5,271.69 94,706.79 94,862.34

CATERPILLAR FINANCIAL SERVICES CORP
14913R2P1
CORP

0.600
09/13/202409/13/2024N--- 179,755.20 180,000.00 94.6408 09/08/2021 09/14/2021 A2AA+ 179,894.68 180,128.68 234.00 -9,541.19 170,353.49 170,587.49

TOYOTA MOTOR CREDIT CORP
89236TJN6
CORP

0.625
09/13/202409/13/2024N--- 279,868.40 280,000.00 94.5704 09/08/2021 09/13/2021 A1A+A+ 279,943.44 280,322.60 379.17 -15,146.35 264,797.08 265,176.25

CATERPILLAR FINANCIAL SERVICES CORP
14913R2S5
CORP

0.950
01/10/202401/10/2024N--- 109,982.40 110,000.00 97.3536 01/03/2022 01/10/2022 A2AA+ 109,994.62 110,403.91 409.29 -2,905.64 107,088.98 107,498.27

HOME DEPOT INC
437076CM2
CORP

2.700
04/15/202504/15/2025Y03/15/2025
59,895.0060,000.00

96.6514
03/24/202203/28/2022
A2AA
59,934.8560,141.85
207.00
-1,943.99
57,990.8658,197.86
AMAZON.COM INC
023135CE4
CORP

3.000
04/13/202504/13/2025N--- 294,530.95 295,000.00 97.2872 04/11/2022 04/13/2022 A1AAAA- 294,703.35 295,883.35 1,180.00 -7,706.00 286,997.35 288,177.35

PACCAR FINANCIAL CORP
69371RR81
CORP

3.150
06/13/202406/13/2024N--- 139,967.80 140,000.00 97.8880 06/06/2022 06/13/2022 A1A+NA 139,983.12 142,041.12 2,058.00 -2,939.86 137,043.26 139,101.26

COLGATE-PALMOLIVE CO
194162AM5
CORP

3.100
08/15/202508/15/2025N--- 44,958.60 45,000.00 97.4786 08/01/2022 08/09/2022 Aa3 AA- NA 44,969.48 45,380.23 410.75 -1,104.13 43,865.35 44,276.10

PEPSICO INC
713448FQ6
CORP

4.550
01/13/202602/13/2026Y01/13/2026
119,930.40120,000.00
100.5554
02/13/202302/15/2023
A1A+NA
119,936.66121,544.33
1,607.67
729.84
120,666.50122,274.17

COLGATE-PALMOLIVE CO
194162AQ6
CORP

4.800
03/02/202603/02/2026N--- 29,965.20 30,000.00 101.5667 02/27/2023 03/01/2023 Aa3 AA- NA 29,967.95 30,327.95 360.00 502.05 30,470.00 30,830.00 Holdings Report Trade Date San Jacinto, City of (66779)As of 05/31/2023 Return to Table of Contents Dated: 06/08/2023 1 3.A.5.a
Packet Pg. 140
Attachment: 11. 2022-23 May Treasurers Report with signature (Treasurer’s Report at May 31, 2023) 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
FHMS K-033 A2
3137B4WB8
FHLMC

3.060
07/01/202307/25/2023Y--- 125,451.09 121,304.93 99.6178 12/12/2019 12/17/2019 Aaa AA+ AAA 121,254.81 121,564.14 309.33 -413.55 120,841.27 121,150.59 FHMS K-725 A2
US3137BWWD24
FHLMC

3.002
01/01/202401/25/2024Y--- 280,081.75 271,347.74 98.2949 12/12/2019 12/17/2019 Aaa AAA AAA 272,207.33 272,886.15 678.82 -5,486.28 266,721.04 267,399.87 FIRST AMER:GVT OBLG Y
31846V203
MMFUND

4.660
05/31/202305/31/2023N--- 104,614.12 104,614.12 1.0000 --- --- Aaa AAAm AAA 104,614.12 104,614.12 0.00 0.00 104,614.12 104,614.12

CALIFORNIA ST
13063D3N6
MUNI

4.846
03/01/202703/01/2027N--- 120,000.00 120,000.00 101.1000 03/09/2023 03/15/2023 Aa2 AA- AA 120,000.00 121,227.65 1,227.65 1,320.00 121,320.00 122,547.65

UNITED STATES TREASURY
912828YE4
US GOV

1.250
08/31/202408/31/2024N--- 294,257.81 300,000.00 95.5352 12/06/2019 12/10/2019 Aaa AA+ AAA 298,440.41 299,388.10 947.69 -11,834.94 286,605.47 287,553.16

UNITED STATES TREASURY
912828YE4
US GOV

1.250
08/31/202408/31/2024N--- 376,012.50 370,000.00 95.5352 03/02/2020 03/04/2020 Aaa AA+ AAA 371,694.05 372,862.87 1,168.82 -18,213.97 353,480.08 354,648.90

UNITED STATES TREASURY
912828YY0
US GOV

1.750
12/31/202412/31/2024N--- 88,453.13 85,000.00 95.5352 03/02/2020 03/04/2020 Aaa AA+ AAA 86,147.34 86,771.93 624.59 -4,942.46 81,204.88 81,829.47

UNITED STATES TREASURY
912828ZC7
US GOV

1.125
02/28/202502/28/2025N--- 226,943.75 220,000.00 94.2617 06/05/2020 06/09/2020 Aaa AA+ AAA 222,584.56 223,210.04 625.48 -15,208.78 207,375.78 208,001.26

UNITED STATES TREASURY
912828ZW3
US GOV

0.250
06/30/202506/30/2025N--- 253,894.34 255,000.00 91.9766 11/02/2020 11/04/2020 Aaa AA+ AAA 254,503.77 254,771.45 267.68 -19,963.54 234,540.23 234,807.91

UNITED STATES TREASURY
912828ZT0
US GOV

0.250
05/31/202505/31/2025N--- 233,971.88 235,000.00 92.1055 12/03/2020 12/04/2020 Aaa AA+ AAA 234,540.58 234,542.19 1.61 -18,092.73 216,447.85 216,449.46

UNITED STATES TREASURY
91282CAT8
US GOV

0.250
10/31/202510/31/2025N--- 59,547.66 60,000.00 90.9961 01/06/2021 01/08/2021 Aaa AA+ AAA 59,771.95 59,784.99 13.04 -5,174.29 54,597.66 54,610.70

UNITED STATES TREASURY
912828ZT0
US GOV

0.250
05/31/202505/31/2025N--- 189,094.53 190,000.00 92.1055 01/06/2021 01/08/2021 Aaa AA+ AAA 189,586.56 189,587.86 1.30 -14,586.17 175,000.39 175,001.69

UNITED STATES TREASURY
91282CAZ4
US GOV

0.375
11/30/202511/30/2025N--- 204,375.39 205,000.00 91.0742 02/04/2021 02/05/2021 Aaa AA+ AAA 204,674.52 204,676.62 2.10 -17,972.37 186,702.15 186,704.25

UNITED STATES TREASURY
912828ZL7
US GOV

0.375
04/30/202504/30/2025N--- 154,461.13 155,000.00 92.5742 02/24/2021 02/26/2021 Aaa AA+ AAA 154,751.79 154,802.33 50.54 -11,261.75 143,490.04 143,540.58

UNITED STATES TREASURY
91282CBC4
US GOV

0.375
12/31/202512/31/2025N--- 153,395.51 155,000.00 90.9609 02/24/2021 02/26/2021 Aaa AA+ AAA 154,139.49 154,383.55 244.06 -13,150.04 140,989.45 141,233.51

UNITED STATES TREASURY
91282CBH3
US GOV

0.375
01/31/202601/31/2026N--- 122,236.33 125,000.00 90.6563 03/29/2021 03/31/2021 Aaa AA+ AAA 123,463.21 123,619.89 156.68 -10,142.89 113,320.31 113,476.99 Holdings Report Trade Date San Jacinto, City of (66779)As of 05/31/2023 Return to Table of Contents Dated: 06/08/2023 2 3.A.5.a
Packet Pg. 141
Attachment: 11. 2022-23 May Treasurers Report with signature (Treasurer’s Report at May 31, 2023) 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
91282CBT7
US GOV

0.750
03/31/202603/31/2026N--- 299,566.41 300,000.00 91.2930 05/06/2021 05/10/2021 Aaa AA+ AAA 299,747.28 300,128.42 381.15 -25,868.37 273,878.91 274,260.05

UNITED STATES TREASURY
91282CCF6
US GOV

0.750
05/31/202605/31/2026N--- 219,028.91 220,000.00 90.8008 06/03/2021 06/07/2021 Aaa AA+ AAA 219,410.83 219,415.33 4.51 -19,649.11 199,761.72 199,766.23

UNITED STATES TREASURY
91282CBW0
US GOV

0.750
04/30/202604/30/2026N--- 235,688.48 235,000.00 90.9961 08/05/2021 08/09/2021 Aaa AA+ AAA 235,427.26 235,580.52 153.26 -21,586.44 213,840.82 213,994.08

UNITED STATES TREASURY
91282CCP4
US GOV

0.625
07/31/202607/31/2026N--- 332,579.10 335,000.00 90.0352 09/01/2021 09/03/2021 Aaa AA+ AAA 333,428.15 334,128.00 699.84 -31,810.38 301,617.77 302,317.62

UNITED STATES TREASURY
91282CCJ8
US GOV

0.875
06/30/202606/30/2026N--- 124,804.69 125,000.00 91.0859 10/04/2021 10/06/2021 Aaa AA+ AAA 124,872.17 125,331.43 459.25 -11,014.75 113,857.42 114,316.68

UNITED STATES TREASURY
91282CBQ3
US GOV

0.500
02/28/202602/28/2026N--- 326,520.31 335,000.00 90.7266 10/28/2021 10/29/2021 Aaa AA+ AAA 329,582.83 330,006.13 423.30 -25,648.84 303,933.98 304,357.28

UNITED STATES TREASURY
912828ZC7
US GOV

1.125
02/28/202502/28/2025N--- 75,647.46 75,000.00 94.2617 10/28/2021 10/29/2021 Aaa AA+ AAA 75,341.38 75,554.61 213.23 -4,645.09 70,696.29 70,909.52

UNITED STATES TREASURY
91282CCZ2
US GOV

0.875
09/30/202609/30/2026N--- 409,050.59 415,000.00 90.4531 10/28/2021 10/29/2021 Aaa AA+ AAA 410,936.29 411,551.42 615.13 -35,555.82 375,380.47 375,995.60

UNITED STATES TREASURY
91282CAB7
US GOV

0.250
07/31/202507/31/2025N--- 170,358.40 175,000.00 91.6758 10/28/2021 10/29/2021 Aaa AA+ AAA 172,303.03 172,449.26 146.24 -11,870.41 160,432.62 160,578.85

UNITED STATES TREASURY
91282CEC1
US GOV

1.875
02/28/202702/28/2027N--- 335,157.03 335,000.00 92.8867 03/09/2022 03/11/2022 Aaa AA+ AAA 335,120.33 336,707.72 1,587.38 -23,949.83 311,170.51 312,757.89

UNITED STATES TREASURY
91282CEF4
US GOV

2.500
03/31/202703/31/2027N--- 78,971.88 80,000.00 95.0000 04/27/2022 04/28/2022 Aaa AA+ AAA 79,189.04 79,527.84 338.80 -3,189.04 76,000.00 76,338.80

UNITED STATES TREASURY
91282CET4
US GOV

2.625
05/31/202705/31/2027N--- 196,085.94 200,000.00 95.2969 06/09/2022 06/10/2022 Aaa AA+ AAA 196,808.79 196,823.14 14.34 -6,215.04 190,593.75 190,608.09

UNITED STATES TREASURY
91282CEW7
US GOV

3.250
06/30/202706/30/2027N--- 136,181.25 135,000.00 97.5742 07/07/2022 07/08/2022 Aaa AA+ AAA 135,981.58 137,823.84 1,842.27 -4,256.38 131,725.20 133,567.46

UNITED STATES TREASURY
9128282R0
US GOV

2.250
08/15/202708/15/2027N--- 371,429.30 390,000.00 93.7734 08/29/2022 08/30/2022 Aaa AA+ AAA 374,061.19 376,630.67 2,569.48 -8,344.79 365,716.41 368,285.88

UNITED STATES TREASURY
91282CEN7
US GOV

2.750
04/30/202704/30/2027N--- 219,541.99 225,000.00 95.7930 08/29/2022 08/30/2022 Aaa AA+ AAA 220,374.86 220,912.90 538.04 -4,840.68 215,534.18 216,072.22

UNITED STATES TREASURY
912828YV6
US GOV

1.500
11/30/202411/30/2024N--- 353,759.77 375,000.00 95.3320 11/28/2022 11/29/2022 Aaa AA+ AAA 358,944.16 358,959.53 15.37 -1,449.04 357,495.12 357,510.49 Holdings Report Trade Date San Jacinto, City of (66779)As of 05/31/2023 Return to Table of Contents Dated: 06/08/2023 3 3.A.5.a
Packet Pg. 142
Attachment: 11. 2022-23 May Treasurers Report with signature (Treasurer’s Report at May 31, 2023) * 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
91282CAL5
US GOV

0.375
09/30/202709/30/2027N--- 359,158.20 425,000.00 86.2305 11/28/2022 11/29/2022 Aaa AA+ AAA 365,480.67 365,750.65 269.98 998.82 366,479.49 366,749.47

UNITED STATES TREASURY
91282CFZ9
US GOV

3.875
11/30/202711/30/2027N--- 541,415.82 535,000.00 100.1797 01/26/2023 01/30/2023 Aaa AA+ AAA 541,024.92 541,081.57 56.64 -5,063.59 535,961.33 536,017.97

UNITED STATES TREASURY
91282CFE6
US GOV

3.125
08/15/202508/15/2025N--- 163,777.73 170,000.00 97.5156 03/09/2023 03/13/2023 Aaa AA+ AAA 164,319.49 165,875.08 1,555.59 1,457.08 165,776.56 167,332.16

UNITED STATES TREASURY
91282CBB6
US GOV

0.625
12/31/202712/31/2027N--- 312,635.55 370,000.00 86.6250 03/09/2023 03/13/2023 Aaa AA+ AAA 315,036.86 316,007.85 970.99 5,475.64 320,512.50 321,483.49

UNITED STATES TREASURY
91282CBS9
US GOV

1.250
03/31/202803/31/2028N--- 223,007.81 250,000.00 88.7813 05/01/2023 05/03/2023 Aaa AA+ AAA 223,409.00 223,938.37 529.37 -1,455.88 221,953.13 222,482.50

UNITED STATES TREASURY
912828U24
US GOV

2.000
11/15/202611/15/2026N--- 103,541.80 110,000.00 93.6719 05/01/2023 05/03/2023 Aaa AA+ AAA 103,678.93 103,780.56 101.63 -639.87 103,039.06 103,140.69 ------------
12/13/202512/15/2025------
11,343,615.9311,542,266.79
---
------
Aa1AAAA+
11,339,710.7411,371,820.91
32,110.18
-522,587.41
10,817,123.3210,849,233.50
Holdings Report Trade Date San Jacinto, City of (66779)As of 05/31/2023 Return to Table of Contents Dated: 06/08/2023 4 3.A.5.a
Packet Pg. 143
Attachment: 11. 2022-23 May Treasurers Report with signature (Treasurer’s Report at May 31, 2023) 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
91282CBS9UNITED STATES TREASURY
03/31/2028 250,000.00 247.61 0.00

0.00 401.19 0.00 0.00 648.80 0.00

0.00 91282CBB6UNITED STATES TREASURY
12/31/2027 370,000.00 198.03 0.00

0.00 930.51 0.00 0.00 1,128.54 0.00

0.00 91282CFZ9UNITED STATES TREASURY
11/30/2027 535,000.00 1,765.27 0.00

0.00 0.00 -99.48 0.00 1,665.79 10,365.63

0.00 91282CAL5UNITED STATES TREASURY
09/30/2027 425,000.00 134.99 0.00

0.00 1,072.52 0.00 0.00 1,207.51 0.00

0.00 9128282R0UNITED STATES TREASURY
08/15/2027 390,000.00 751.45 0.00

0.00 302.26 0.00 0.00 1,053.71 0.00

0.00 91282CEW7UNITED STATES TREASURY
06/30/2027 135,000.00 375.73 0.00

0.00 0.00 -19.26 0.00 356.47 0.00

0.00 91282CET4UNITED STATES TREASURY
05/31/2027 200,000.00 447.04 0.00

0.00 63.49 0.00 0.00 510.53 2,625.00

0.00 91282CEN7UNITED STATES TREASURY
04/30/2027 225,000.00 521.23 0.00

0.00 93.82 0.00 0.00 615.05 3,093.75

0.00 91282CEF4UNITED STATES TREASURY
03/31/2027 80,000.00 169.40 0.00

0.00 17.04 0.00 0.00 186.44 0.00

0.00 13063D3N6CALIFORNIA ST
03/01/2027 120,000.00 484.60 0.00

0.00 0.00 0.00 0.00 484.60 0.00

0.00 91282CEC1UNITED STATES TREASURY
02/28/2027 335,000.00 529.13 0.00

0.00 0.00 -2.61 0.00 526.51 0.00

0.00 912828U24UNITED STATES TREASURY
11/15/2026 110,000.00 174.56 0.00

0.00 137.13 0.00 0.00 311.69 1,100.00

0.00 91282CCZ2UNITED STATES TREASURY
09/30/2026 415,000.00 307.56 0.00

0.00 101.44 0.00 0.00 409.01 0.00

0.00 91282CCP4UNITED STATES TREASURY
07/31/2026 335,000.00 179.30 0.00

0.00 41.98 0.00 0.00 221.28 0.00

0.00 91282CCJ8UNITED STATES TREASURY
06/30/2026 125,000.00 93.66 0.00

0.00 3.50 0.00 0.00 97.16 0.00

0.00 91282CCF6UNITED STATES TREASURY
05/31/2026 220,000.00 140.50 0.00

0.00 16.50 0.00 0.00 156.99 825.00

0.00 91282CBW0UNITED STATES TREASURY
04/30/2026 235,000.00 148.47 0.00

0.00 0.00 -12.25 0.00 136.22 881.25

0.00 91282CBT7UNITED STATES TREASURY
03/31/2026 300,000.00 190.57 0.00

0.00 7.48 0.00 0.00 198.06 0.00

0.00 194162AQ6COLGATE-PALMOLIVE CO
03/02/2026 30,000.00 120.00 0.00

0.00 0.93 0.00 0.00 120.93 0.00

0.00 91282CBQ3UNITED STATES TREASURY
02/28/2026 335,000.00 141.10 0.00

0.00 163.63 0.00 0.00 304.73 0.00

0.00 713448FQ6PEPSICO INC
02/13/2026 120,000.00 455.00 0.00

0.00 1.83 0.00 0.00 456.83 0.00

0.00 91282CBH3UNITED STATES TREASURY
01/31/2026 125,000.00 40.14 0.00

0.00 48.79 0.00 0.00 88.93 0.00

0.00 91282CBC4UNITED STATES TREASURY
12/31/2025 155,000.00 49.78 0.00

0.00 28.32 0.00 0.00 78.09 0.00

0.00 91282CAZ4UNITED STATES TREASURY
11/30/2025 205,000.00 65.46 0.00

0.00 11.03 0.00 0.00 76.49 384.38

0.00 91282CAT8UNITED STATES TREASURY
10/31/2025 60,000.00 12.64 0.00

0.00 7.93 0.00 0.00 20.56 75.00

0.00 3135G05X7FEDERAL NATIONAL MORTGAGE ASSOCIATION
08/25/2025 415,000.00 129.69 0.00

0.00 33.34 0.00 0.00 163.03 0.00

0.00 194162AM5COLGATE-PALMOLIVE CO
08/15/2025 45,000.00 116.25 0.00

0.00 1.14 0.00 0.00 117.39 0.00

0.00 91282CFE6UNITED STATES TREASURY
08/15/2025 170,000.00 454.94 0.00

0.00 209.93 0.00 0.00 664.87 0.00

0.00 91282CAB7UNITED STATES TREASURY
07/31/2025 175,000.00 37.47 0.00

0.00 105.45 0.00 0.00 142.92 0.00

0.00 912828ZW3UNITED STATES TREASURY
06/30/2025 255,000.00 54.59 0.00

0.00 20.34 0.00 0.00 74.94 0.00

0.00 Income Detail Report Trade Date San Jacinto, City of (66779)05/01/2023 - 05/31/2023 Return to Table of Contents Dated: 06/08/2023 5 3.A.5.a
Packet Pg. 144
Attachment: 11. 2022-23 May Treasurers Report with signature (Treasurer’s Report at May 31, 2023) * 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
912828ZT0UNITED STATES TREASURY
05/31/2025 235,000.00 50.03 0.00

0.00 19.50 0.00 0.00 69.53 293.75

0.00 912828ZT0UNITED STATES TREASURY
05/31/2025 190,000.00 40.45 0.00

0.00 17.55 0.00 0.00 57.99 237.50

0.00 912828ZL7UNITED STATES TREASURY
04/30/2025 155,000.00 48.96 0.00

0.00 10.89 0.00 0.00 59.85 290.63

0.00 437076CM2HOME DEPOT INC
04/15/2025 60,000.00 135.00 0.00

0.00 2.88 0.00 0.00 137.88 0.00

0.00 3130AJHU6FEDERAL HOME LOAN BANKS
04/14/2025 225,000.00 93.75 0.00

0.00 19.01 0.00 0.00 112.76 0.00

0.00 023135CE4AMAZON.COM INC
04/13/2025 295,000.00 737.50 0.00

0.00 13.14 0.00 0.00 750.64 0.00

0.00 912828ZC7UNITED STATES TREASURY
02/28/2025 220,000.00 208.49 0.00

0.00 0.00 -124.13 0.00 84.37 0.00

0.00 912828ZC7UNITED STATES TREASURY
02/28/2025 75,000.00 71.08 0.00

0.00 0.00 -16.34 0.00 54.74 0.00

0.00 3137EAEP0FEDERAL HOME LOAN MORTGAGE CORP
02/12/2025 300,000.00 375.00 0.00

0.00 4.01 0.00 0.00 379.01 0.00

0.00 912828YY0UNITED STATES TREASURY
12/31/2024 85,000.00 127.38 0.00

0.00 0.00 -61.66 0.00 65.72 0.00

0.00 912828YV6UNITED STATES TREASURY
11/30/2024 375,000.00 478.97 0.00

0.00 873.90 0.00 0.00 1,352.87 2,812.50

0.00 14913R2P1CATERPILLAR FINANCIAL SERVICES CORP
09/13/2024 180,000.00 90.00 0.00

0.00 6.89 0.00 0.00 96.89 0.00

0.00 89236TJN6TOYOTA MOTOR CREDIT CORP
09/13/2024 280,000.00 145.83 0.00

0.00 3.70 0.00 0.00 149.53 0.00

0.00 912828YE4UNITED STATES TREASURY
08/31/2024 300,000.00 315.90 0.00

0.00 104.28 0.00 0.00 420.18 0.00

0.00 912828YE4UNITED STATES TREASURY
08/31/2024 370,000.00 389.61 0.00

0.00 0.00 -113.81 0.00 275.80 0.00

0.00 69371RR40PACCAR FINANCIAL CORP
08/09/2024 100,000.00 41.67 0.00

0.00 1.54 0.00 0.00 43.21 0.00

0.00 69371RR81PACCAR FINANCIAL CORP
06/13/2024 140,000.00 367.50 0.00

0.00 1.36 0.00 0.00 368.86 0.00

0.00 023135BW5AMAZON.COM INC
05/12/2024 145,000.00 54.38 0.00

0.00 6.00 0.00 0.00 60.37 326.25

0.00 US3137BWWD24FHMS K-725 A2
01/25/2024 271,347.74 678.82 0.00

0.00 0.00 -198.77 0.00 480.05 679.82

0.00 14913R2S5CATERPILLAR FINANCIAL SERVICES CORP
01/10/2024 110,000.00 87.08 0.00

0.00 0.76 0.00 0.00 87.84 0.00

0.00 713448FB9PEPSICO INC
10/07/2023 85,000.00 28.33 0.00

0.00 1.38 0.00 0.00 29.71 0.00

0.00 3137B4WB8FHMS K-033 A2
07/25/2023 121,304.93 309.33 0.00

0.00 2.68 0.00 0.00 312.01 416.37

0.00 931142EK5WALMART INC
06/26/2023 225,000.00 637.50 0.00

0.00 0.00 -423.34 0.00 214.16 0.00

0.00 31846V203FIRST AMER:GVT OBLG Y
05/31/2023 104,614.12 289.07 0.00

0.00 0.00 0.00 0.00 289.07 271.78
289.07
594918AT1MICROSOFT CORP
05/01/2023 0.00 0.01 0.00

0.00 0.00 0.00 0.00 0.01 2,790.63

0.00 ------
12/15/2025 11,542,266.79 14,337.78 0.00
-0.01
4,910.97 -1,071.64 0.00 18,177.11 27,469.24
289.07
Income Detail Report Trade Date San Jacinto, City of (66779)05/01/2023 - 05/31/2023 Return to Table of Contents Dated: 06/08/2023 6 3.A.5.a
Packet Pg. 145
Attachment: 11. 2022-23 May Treasurers Report with signature (Treasurer’s Report at May 31, 2023) * 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 04/30/2023 --- 0.00 0.00 271.78912828ZL7 UNITED STATES TREASURY 0.00 Coupon 04/30/2023 --- 0.00 0.00 290.6391282CAT8 UNITED STATES TREASURY 0.00 Coupon 04/30/2023 --- 0.00 0.00 75.0091282CBW0 UNITED STATES TREASURY 0.00 Coupon 04/30/2023 --- 0.00 0.00 881.2591282CEN7 UNITED STATES TREASURY 0.00 Coupon 04/30/2023 --- 0.00 0.00 3,093.7531846V203 FIRST AMER:GVT OBLG Y 242,131.26 Buy 05/01/2023 1.000 242,131.26 0.00 -242,131.263137B4WB8 FHMS K-033 A2 0.00 Coupon 05/01/2023 --- 0.00 0.00 416.373137B4WB8 FHMS K-033 A2 -41,975.75 Principal Paydown 05/01/2023 --- -41,975.75 0.00 41,975.75US3137BWWD24 FHMS K-725 A2 0.00 Coupon 05/01/2023 --- 0.00 0.00 679.82US3137BWWD24 FHMS K-725 A2 -398.55 Principal Paydown 05/01/2023 --- -398.55 0.00 398.55594918AT1 MICROSOFT CORP 0.00 Coupon 05/01/2023 --- 0.00 0.00 2,790.63594918AT1 MICROSOFT CORP -235,000.00 Maturity 05/01/2023 100.000 -235,000.00 0.00 235,000.0031846V203 FIRST AMER:GVT OBLG Y 271.78 Buy 05/02/2023 1.000 271.78 0.00 -271.7831846V203 FIRST AMER:GVT OBLG Y -327,858.44 Sell 05/03/2023 1.000 -327,858.44 0.00 327,858.44912828U24 UNITED STATES TREASURY 110,000.00 Buy 05/03/2023 94.129 103,541.80 0.00 -104,568.8791282CBS9 UNITED STATES TREASURY 250,000.00 Buy 05/03/2023 89.203 223,007.81 0.00 -223,289.5731846V203 FIRST AMER:GVT OBLG Y 326.25 Buy 05/12/2023 1.000 326.25 0.00 -326.25023135BW5 AMAZON.COM INC 0.00 Coupon 05/12/2023 --- 0.00 0.00 326.2531846V203 FIRST AMER:GVT OBLG Y 1,100.00 Buy 05/15/2023 1.000 1,100.00 0.00 -1,100.00912828U24 UNITED STATES TREASURY 0.00 Coupon 05/15/2023 --- 0.00 0.00 1,100.00CCYUSD US DOLLAR 0.00 Cash Transfer 05/25/2023 --- 0.00 0.00 -104.1731846V203 FIRST AMER:GVT OBLG Y -104.17 Sell 05/25/2023 1.000 -104.17 0.00 104.1731846V203 FIRST AMER:GVT OBLG Y 43,470.49 Buy 05/25/2023 1.000 43,470.49 0.00 -43,470.4931846V203 FIRST AMER:GVT OBLG Y 17,543.76 Buy 05/31/2023 1.000 17,543.76 0.00 -17,543.7631846V203 FIRST AMER:GVT OBLG Y 0.00 Money Market Funds 05/31/2023 --- 0.00 0.00 289.07912828YV6 UNITED STATES TREASURY 0.00 Coupon 05/31/2023 --- 0.00 0.00 2,812.50912828ZT0 UNITED STATES TREASURY 0.00 Coupon 05/31/2023 --- 0.00 0.00 531.2591282CAZ4 UNITED STATES TREASURY 0.00 Coupon 05/31/2023 --- 0.00 0.00 384.3891282CCF6 UNITED STATES TREASURY 0.00 Coupon 05/31/2023 --- 0.00 0.00 825.0091282CET4 UNITED STATES TREASURY 0.00 Coupon 05/31/2023 --- 0.00 0.00 2,625.0091282CFZ9 UNITED STATES TREASURY 0.00 Coupon 05/31/2023 --- 0.00 0.00 10,365.63--- --- 59,506.63 --- --- --- 26,056.24 0.00 289.07 Transactions Realized Gain Loss Report San Jacinto, City of (66779)05/01/2023 - 05/31/2023 Return to Table of Contents Dated: 06/08/2023 7 3.A.5.a
Packet Pg. 146
Attachment: 11. 2022-23 May Treasurers Report with signature (Treasurer’s Report at May 31, 2023) Amazon.com, 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 0.921 0.499 5.425 05/12/2024
05/12/2024

34.44 144,932.93
144,967.37
138,425.74138,460.18

1.280%
023135CE4 CORP AMAZON.COM INC
Amazon.com, Inc.
295,000.00 Fixed N 1.782 3.056 4.530 04/13/2025
04/13/2025
1,180.00 294,703.35
295,883.35
286,997.35288,177.35

2.653%
--- CORP AMAZON.COM INC
Amazon.com, Inc.
440,000.00 Fixed N 1.502 2.215 4.821 12/25/2024
12/25/2024
1,214.44 439,636.28
440,850.72
425,423.09426,637.53

3.933%
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 1.248 0.646 4.961 09/13/2024
09/13/2024
234.00 179,894.68
180,128.68
170,353.49170,587.49

1.575%
14913R2S5 CORP CATERPILLAR FINANCIAL SERVICES
CORPCaterpillar Inc.
110,000.00 Fixed N 0.590 0.958 5.429 01/10/2024
01/10/2024
409.29 109,994.62
110,403.91
107,088.98107,498.27

0.990%
--- CORP CATERPILLAR FINANCIAL SERVICES
CORPCaterpillar Inc.
290,000.00 Fixed N 0.993 0.765 5.142 06/10/2024
06/10/2024
643.29 289,889.29
290,532.59
277,442.46278,085.75

2.565%
Issuer Concentration with Yield GASB 40 Trade Date San Jacinto, City of (66779)As of 05/31/2023 Return to Table of Contents Dated: 06/08/2023 8 3.A.5.a
Packet Pg. 147
Attachment: 11. 2022-23 May Treasurers Report with signature (Treasurer’s Report at May 31, 2023) Colgate-Palmolive Company
Federal Home Loan BanksFederal Home Loan Mortgage CorporationFederal National Mortgage AssociationPACCAR 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
194162AM5 CORP COLGATE-PALMOLIVE CO
Colgate-Palmolive Company
45,000.00 Fixed N 2.084 3.132 4.309 08/15/2025
08/15/2025
410.75 44,969.48
45,380.23
43,865.3544,276.10

0.406%
194162AQ6 CORP COLGATE-PALMOLIVE CO
Colgate-Palmolive Company
30,000.00 Fixed N 2.531 4.842 4.189 03/02/2026
03/02/2026
360.00 29,967.95
30,327.95
30,470.0030,830.00

0.282%
--- CORP COLGATE-PALMOLIVE CO
Colgate-Palmolive Company
75,000.00 Fixed N 2.268 3.817 4.260 11/05/2025
11/05/2025
770.75 74,937.43
75,708.18
74,335.3575,106.10

0.687%
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 1.822 0.601 4.404 04/14/2025
04/14/2025
146.88 224,578.52
224,725.39
209,400.67209,547.55

1.936%
3130AJHU6 AGCY BOND FEDERAL HOME LOAN BANKS
Federal Home Loan Banks
225,000.00 Fixed N 1.822 0.601 4.404 04/14/2025
04/14/2025
146.88 224,578.52
224,725.39
209,400.67209,547.55

1.936%
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
3137B4WB8 FHLMC FHMS K-033 A2
Federal Home Loan Mortgage Corporation
121,304.93 Variable Y 0.079 1.983 5.103 07/01/2023
07/25/2023
309.33 121,254.81
121,564.14
120,841.27121,150.59

1.117%
US3137BWWD24 FHLMC FHMS K-725 A2
Federal Home Loan Mortgage Corporation
271,347.74 Variable Y 0.564 2.119 5.676 01/01/2024
01/25/2024
678.82 272,207.33
272,886.15
266,721.04267,399.87

2.466%
3137EAEP0 AGCY BOND FEDERAL HOME LOAN MORTGAGE
CORPFederal Home Loan Mortgage Corporation
300,000.00 Fixed N 1.636 1.516 4.610 02/12/2025
02/12/2025
1,362.50 299,919.45
301,281.95
284,930.95286,293.45

2.634%
--- --- ---
Federal Home Loan Mortgage Corporation
692,652.67 --- --- 0.932 1.834 5.121 05/20/2024
06/03/2024
2,350.65 693,381.59
695,732.24
672,493.26674,843.91

6.217%
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 2.175 0.470 4.427 08/25/2025
08/25/2025
415.00 414,125.37
414,540.37
379,607.31380,022.31

3.509%
3135G05X7 AGCY BOND FEDERAL NATIONAL MORTGAGE
ASSOCIATIONFederal National Mortgage Association
415,000.00 Fixed N 2.175 0.470 4.427 08/25/2025
08/25/2025
415.00 414,125.37
414,540.37
379,607.31380,022.31

3.509%
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 1.155 0.518 5.146 08/09/2024
08/09/2024
155.56 99,978.48
100,134.03
94,706.7994,862.34

0.876%
69371RR81 CORP PACCAR FINANCIAL CORP
PACCAR Inc
140,000.00 Fixed N 0.984 3.162 5.276 06/13/2024
06/13/2024
2,058.00 139,983.12
142,041.12
137,043.26139,101.26

1.267%
Issuer Concentration with Yield GASB 40 Trade Date San Jacinto, City of (66779)As of 05/31/2023 Return to Table of Contents Dated: 06/08/2023 9 3.A.5.a
Packet Pg. 148
Attachment: 11. 2022-23 May Treasurers Report with signature (Treasurer’s Report at May 31, 2023) PepsiCo, Inc.

State of CaliforniaThe Home Depot, Inc.Toyota Motor CorporationU.S. Bancorp Asset Management, 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
--- CORP PACCAR FINANCIAL CORP
PACCAR Inc
240,000.00 Fixed N 1.053 2.069 5.223 07/06/2024
07/06/2024
2,213.56 239,961.60
242,175.15
231,750.05233,963.60

2.142%
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 0.343 0.419 5.623 10/07/2023
10/07/2023

51.00 84,994.32
85,045.32
83,475.1183,526.11

0.772%
713448FQ6 CORP PEPSICO INC
PepsiCo, Inc.
120,000.00 Fixed Y 2.414 4.571 4.322 01/13/2026
02/13/2026
1,607.67 119,936.66
121,544.33
120,666.50122,274.17

1.116%
--- CORP PEPSICO INC
PepsiCo, Inc.
205,000.00 Fixed --- 1.574 2.862 4.850 02/11/2025
03/01/2025
1,658.67 204,930.98
206,589.65
204,141.61205,800.28

1.887%
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
13063D3N6 MUNI CALIFORNIA ST
State of California
120,000.00 Fixed N 3.366 4.847 4.522 03/01/2027
03/01/2027
1,227.65 120,000.00
121,227.65
121,320.00122,547.65

1.122%
13063D3N6 MUNI CALIFORNIA ST
State of California
120,000.00 Fixed N 3.366 4.847 4.522 03/01/2027
03/01/2027
1,227.65 120,000.00
121,227.65
121,320.00122,547.65

1.122%
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
437076CM2 CORP HOME DEPOT INC
The Home Depot, Inc.
60,000.00 Fixed Y 1.767 2.760 4.585 04/15/2025
04/15/2025
207.00 59,934.85
60,141.85
57,990.8658,197.86

0.536%
437076CM2 CORP HOME DEPOT INC
The Home Depot, Inc.
60,000.00 Fixed Y 1.767 2.760 4.585 04/15/2025
04/15/2025
207.00 59,934.85
60,141.85
57,990.8658,197.86

0.536%
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 1.247 0.641 5.047 09/13/2024
09/13/2024
379.17 279,943.44
280,322.60
264,797.08265,176.25

2.448%
89236TJN6 CORP TOYOTA MOTOR CREDIT CORP
Toyota Motor Corporation
280,000.00 Fixed N 1.247 0.641 5.047 09/13/2024
09/13/2024
379.17 279,943.44
280,322.60
264,797.08265,176.25

2.448%
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 Asset Management, Inc.
104,614.12 Fixed N 0.000 4.660 4.660 05/31/2023
05/31/2023

0.00 104,614.12
104,614.12
104,614.12104,614.12

0.967%
Issuer Concentration with Yield GASB 40 Trade Date San Jacinto, City of (66779)As of 05/31/2023 Return to Table of Contents Dated: 06/08/2023 10 3.A.5.a
Packet Pg. 149
Attachment: 11. 2022-23 May Treasurers Report with signature (Treasurer’s Report at May 31, 2023) United 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
31846V203 MMFUND FIRST AMER:GVT OBLG Y
U.S. Bancorp Asset Management, Inc.
104,614.12 Fixed N 0.000 4.660 4.660 05/31/2023
05/31/2023

0.00 104,614.12
104,614.12
104,614.12104,614.12

0.967%
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 1.210 1.673 4.977 08/31/2024
08/31/2024
947.69 298,440.41
299,388.10
286,605.47287,553.16

2.650%
912828YE4 US GOV UNITED STATES TREASURY
United States
370,000.00 Fixed N 1.210 0.880 4.977 08/31/2024
08/31/2024
1,168.82 371,694.05
372,862.87
353,480.08354,648.90

3.268%
912828YY0 US GOV UNITED STATES TREASURY
United States
85,000.00 Fixed N 1.520 0.888 4.709 12/31/2024
12/31/2024
624.59 86,147.34
86,771.93
81,204.8881,829.47

0.751%
912828ZC7 US GOV UNITED STATES TREASURY
United States
220,000.00 Fixed N 1.694 0.449 4.573 02/28/2025
02/28/2025
625.48 222,584.56
223,210.04
207,375.78208,001.26

1.917%
912828ZW3 US GOV UNITED STATES TREASURY
United States
255,000.00 Fixed N 2.032 0.344 4.319 06/30/2025
06/30/2025
267.68 254,503.77
254,771.45
234,540.23234,807.91

2.168%
912828ZT0 US GOV UNITED STATES TREASURY
United States
235,000.00 Fixed N 1.953 0.348 4.418 05/31/2025
05/31/2025

1.61 234,540.58
234,542.19
216,447.85216,449.46

2.001%
91282CAT8 US GOV UNITED STATES TREASURY
United States
60,000.00 Fixed N 2.359 0.408 4.209 10/31/2025
10/31/2025

13.04 59,771.95
59,784.99
54,597.6654,610.70

0.505%
912828ZT0 US GOV UNITED STATES TREASURY
United States
190,000.00 Fixed N 1.953 0.359 4.418 05/31/2025
05/31/2025

1.30 189,586.56
189,587.86
175,000.39175,001.69

1.618%
91282CAZ4 US GOV UNITED STATES TREASURY
United States
205,000.00 Fixed N 2.439 0.439 4.172 11/30/2025
11/30/2025

2.10 204,674.52
204,676.62
186,702.15186,704.25

1.726%
912828ZL7 US GOV UNITED STATES TREASURY
United States
155,000.00 Fixed N 1.868 0.459 4.462 04/30/2025
04/30/2025

50.54 154,751.79
154,802.33
143,490.04143,540.58

1.327%
91282CBC4 US GOV UNITED STATES TREASURY
United States
155,000.00 Fixed N 2.516 0.592 4.099 12/31/2025
12/31/2025
244.06 154,139.49
154,383.55
140,989.45141,233.51

1.303%
91282CBH3 US GOV UNITED STATES TREASURY
United States
125,000.00 Fixed N 2.600 0.842 4.108 01/31/2026
01/31/2026
156.68 123,463.21
123,619.89
113,320.31113,476.99

1.048%
91282CBT7 US GOV UNITED STATES TREASURY
United States
300,000.00 Fixed N 2.748 0.780 4.032 03/31/2026
03/31/2026
381.15 299,747.28
300,128.42
273,878.91274,260.05

2.532%
91282CCF6 US GOV UNITED STATES TREASURY
United States
220,000.00 Fixed N 2.912 0.841 4.037 05/31/2026
05/31/2026

4.51 219,410.83
219,415.33
199,761.72199,766.23

1.847%
91282CBW0 US GOV UNITED STATES TREASURY
United States
235,000.00 Fixed N 2.829 0.687 4.055 04/30/2026
04/30/2026
153.26 235,427.26
235,580.52
213,840.82213,994.08

1.977%
91282CCP4 US GOV UNITED STATES TREASURY
United States
335,000.00 Fixed N 3.072 0.775 4.005 07/31/2026
07/31/2026
699.84 333,428.15
334,128.00
301,617.77302,317.62

2.788%
91282CCJ8 US GOV UNITED STATES TREASURY
United States
125,000.00 Fixed N 2.975 0.909 3.976 06/30/2026
06/30/2026
459.25 124,872.17
125,331.43
113,857.42114,316.68

1.053%
91282CBQ3 US GOV UNITED STATES TREASURY
United States
335,000.00 Fixed N 2.675 1.099 4.100 02/28/2026
02/28/2026
423.30 329,582.83
330,006.13
303,933.98304,357.28

2.810%
912828ZC7 US GOV UNITED STATES TREASURY
United States
75,000.00 Fixed N 1.694 0.862 4.573 02/28/2025
02/28/2025
213.23 75,341.38
75,554.61
70,696.2970,909.52

0.654%
91282CCZ2 US GOV UNITED STATES TREASURY
United States
415,000.00 Fixed N 3.221 1.176 3.960 09/30/2026
09/30/2026
615.13 410,936.29
411,551.42
375,380.47375,995.60

3.470%
91282CAB7 US GOV UNITED STATES TREASURY
United States
175,000.00 Fixed N 2.116 0.971 4.312 07/31/2025
07/31/2025
146.24 172,303.03
172,449.26
160,432.62160,578.85

1.483%
91282CEC1 US GOV UNITED STATES TREASURY
United States
335,000.00 Fixed N 3.546 1.865 3.933 02/28/2027
02/28/2027
1,587.38 335,120.33
336,707.72
311,170.51312,757.89

2.877%
91282CEF4 US GOV UNITED STATES TREASURY
United States
80,000.00 Fixed N 3.589 2.781 3.917 03/31/2027
03/31/2027
338.80 79,189.04
79,527.84
76,000.0076,338.80

0.703%
91282CET4 US GOV UNITED STATES TREASURY
United States
200,000.00 Fixed N 3.745 3.052 3.906 05/31/2027
05/31/2027

14.34 196,808.79
196,823.14
190,593.75190,608.09

1.762%
91282CEW7 US GOV UNITED STATES TREASURY
United States
135,000.00 Fixed N 3.728 3.059 3.898 06/30/2027
06/30/2027
1,842.27 135,981.58
137,823.84
131,725.20133,567.46

1.218%
Issuer Concentration with Yield GASB 40 Trade Date San Jacinto, City of (66779)As of 05/31/2023 Return to Table of Contents Dated: 06/08/2023 11 3.A.5.a
Packet Pg. 150
Attachment: 11. 2022-23 May Treasurers Report with signature (Treasurer’s Report at May 31, 2023) 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
9128282R0 US GOV UNITED STATES TREASURY
United States
390,000.00 Fixed N 3.930 3.299 3.866 08/15/2027
08/15/2027
2,569.48 374,061.19
376,630.67
365,716.41368,285.88

3.381%
91282CEN7 US GOV UNITED STATES TREASURY
United States
225,000.00 Fixed N 3.654 3.315 3.919 04/30/2027
04/30/2027
538.04 220,374.86
220,912.90
215,534.18216,072.22

1.993%
912828YV6 US GOV UNITED STATES TREASURY
United States
375,000.00 Fixed N 1.454 4.489 4.761 11/30/2024
11/30/2024

15.37 358,944.16
358,959.53
357,495.12357,510.49

3.305%
91282CAL5 US GOV UNITED STATES TREASURY
United States
425,000.00 Fixed N 4.215 3.924 3.856 09/30/2027
09/30/2027
269.98 365,480.67
365,750.65
366,479.49366,749.47

3.388%
91282CFZ9 US GOV UNITED STATES TREASURY
United States
535,000.00 Fixed N 4.095 3.602 3.831 11/30/2027
11/30/2027

56.64 541,024.92
541,081.57
535,961.33536,017.97

4.955%
91282CFE6 US GOV UNITED STATES TREASURY
United States
170,000.00 Fixed N 2.088 4.738 4.314 08/15/2025
08/15/2025
1,555.59 164,319.49
165,875.08
165,776.56167,332.16

1.533%
91282CBB6 US GOV UNITED STATES TREASURY
United States
370,000.00 Fixed N 4.421 4.227 3.835 12/31/2027
12/31/2027
970.99 315,036.86
316,007.85
320,512.50321,483.49

2.963%
91282CBS9 US GOV UNITED STATES TREASURY
United States
250,000.00 Fixed N 4.597 3.673 3.813 03/31/2028
03/31/2028
529.37 223,409.00
223,938.37
221,953.13222,482.50

2.052%
912828U24 US GOV UNITED STATES TREASURY
United States
110,000.00 Fixed N 3.285 3.791 3.977 11/15/2026
11/15/2026
101.63 103,678.93
103,780.56
103,039.06103,140.69

0.953%
--- US GOV UNITED STATES TREASURY
United States
8,170,000.00 Fixed N 2.889 1.983 4.167 06/10/2026
06/10/2026
17,589.38 7,968,777.28
7,986,366.66
7,569,111.537,586,700.91

69.973%
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 0.069 3.400 5.276 06/26/2023
06/26/2023
3,293.75 225,000.00
228,293.75
224,695.93227,989.68

2.077%
931142EK5 CORP WALMART INC
Walmart Inc.
225,000.00 Fixed Y 0.069 3.400 5.276 06/26/2023
06/26/2023
3,293.75 225,000.00
228,293.75
224,695.93227,989.68

2.077%
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
--- --- ---
---
11,542,266.79 --- --- 2.422 1.954 4.383 12/13/2025
12/15/2025
32,110.18 11,339,710.74
11,371,820.91
10,817,123.3210,849,233.50
100.000%
Issuer Concentration with Yield GASB 40 Trade Date San Jacinto, City of (66779)As of 05/31/2023 Return to Table of Contents Dated: 06/08/2023 12 3.A.5.a
Packet Pg. 151
Attachment: 11. 2022-23 May Treasurers Report with signature (Treasurer’s Report at May 31, 2023)

AGCY BOND
CORP
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
3137EAEP0FEDERAL HOME LOAN MORTGAGE CORPAGCY BOND

2.639% Fixed N 1.636 AA+
Aaa
300,000.00 02/12/2025
02/12/2025

1.5164.610
1,362.50 299,769.00 299,919.45
301,281.95
284,930.95286,293.45
3130AJHU6FEDERAL HOME LOAN BANKSAGCY BOND

1.931% Fixed N 1.822 AA+
Aaa
225,000.00 04/14/2025
04/14/2025

0.6014.404
146.88 223,884.00 224,578.52
224,725.39
209,400.67209,547.55
3135G05X7FEDERAL NATIONAL MORTGAGEASSOCIATIONAGCY BOND

3.503% Fixed N 2.175 AA+
Aaa
415,000.00 08/25/2025
08/25/2025

0.4704.427
415.00 413,057.80 414,125.37
414,540.37
379,607.31380,022.31
------AGCY BOND

8.073% Fixed N 1.915 AA+
Aaa
940,000.00 05/22/2025
05/22/2025

0.8364.481
1,924.38 936,710.80 938,623.33
940,547.71
873,938.94875,863.31
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
931142EK5WALMART INCCORP

2.101% Fixed Y 0.069 AA
Aa2
225,000.00 06/26/2023
06/26/2023

3.4005.276
3,293.75 243,666.00 225,000.00
228,293.75
224,695.93227,989.68
713448FB9PEPSICO INCCORP

0.770% Fixed N 0.343 A+
A1
85,000.00 10/07/2023
10/07/2023

0.4195.623

51.00 84,951.55 84,994.32
85,045.32
83,475.1183,526.11
Security Type GASB 40 Trade Date San Jacinto, City of (66779)As of 05/31/2023 Return to Table of Contents Dated: 06/08/2023 13 3.A.5.a
Packet Pg. 152
Attachment: 11. 2022-23 May Treasurers Report with signature (Treasurer’s Report at May 31, 2023) FHLMC
MMFUND
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
14913R2S5CATERPILLAR FINANCIAL SERVICES CORPCORP

0.991% Fixed N 0.590 A
A2
110,000.00 01/10/2024
01/10/2024

0.9585.429
409.29 109,982.40 109,994.62
110,403.91
107,088.98107,498.27
023135BW5AMAZON.COM INCCORP

1.276% Fixed N 0.921 AA
A1
145,000.00 05/12/2024
05/12/2024

0.4995.425

34.44 144,788.30 144,932.93
144,967.37
138,425.74138,460.18
69371RR81PACCAR FINANCIAL CORPCORP

1.282% Fixed N 0.984 A+
A1
140,000.00 06/13/2024
06/13/2024

3.1625.276
2,058.00 139,967.80 139,983.12
142,041.12
137,043.26139,101.26
69371RR40PACCAR FINANCIAL CORPCORP

0.874% Fixed N 1.155 A+
A1
100,000.00 08/09/2024
08/09/2024

0.5185.146
155.56 99,946.00 99,978.48
100,134.03
94,706.7994,862.34
14913R2P1CATERPILLAR FINANCIAL SERVICES CORPCORP

1.572% Fixed N 1.248 A
A2
180,000.00 09/13/2024
09/13/2024

0.6464.961
234.00 179,755.20 179,894.68
180,128.68
170,353.49170,587.49
89236TJN6TOYOTA MOTOR CREDIT CORPCORP

2.444% Fixed N 1.247 A+
A1
280,000.00 09/13/2024
09/13/2024

0.6415.047
379.17 279,868.40 279,943.44
280,322.60
264,797.08265,176.25
023135CE4AMAZON.COM INCCORP

2.656% Fixed N 1.782 AA
A1
295,000.00 04/13/2025
04/13/2025

3.0564.530
1,180.00 294,530.95 294,703.35
295,883.35
286,997.35288,177.35
437076CM2HOME DEPOT INCCORP

0.536% Fixed Y 1.767 A
A2
60,000.00 04/15/2025
04/15/2025

2.7604.585
207.00 59,895.00 59,934.85
60,141.85
57,990.8658,197.86
194162AM5COLGATE-PALMOLIVE COCORP

0.408% Fixed N 2.084 AAAa3 45,000.00 08/15/2025 08/15/2025 3.132 4.309 410.75 44,958.60 44,969.48 45,380.23 43,865.35 44,276.10 713448FQ6PEPSICO INCCORP

1.127% Fixed Y 2.414 A+
A1
120,000.00 01/13/2026
02/13/2026

4.5714.322
1,607.67 119,930.40 119,936.66
121,544.33
120,666.50122,274.17
194162AQ6COLGATE-PALMOLIVE COCORP

0.284% Fixed N 2.531 AAAa3 30,000.00 03/02/2026 03/02/2026 4.842 4.189 360.00 29,965.20 29,967.95 30,327.95 30,470.00 30,830.00 ------CORP

16.323% Fixed --- 1.190 A+
A1
1,815,000.00 08/30/2024
09/01/2024

2.0294.989
10,380.62 1,832,205.80 1,814,233.87
1,824,614.49
1,760,576.431,770,957.05
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

1.117% Variable Y 0.079 AA+
Aaa
121,304.93 07/01/2023
07/25/2023

1.9835.103
309.33 125,451.09 121,254.81
121,564.14
120,841.27121,150.59
US3137BWWD24FHMS K-725 A2FHLMC

2.465% Variable Y 0.564 AAA
Aaa
271,347.74 01/01/2024
01/25/2024

2.1195.676
678.82 280,081.75 272,207.33
272,886.15
266,721.04267,399.87
------FHLMC

3.581% Variable Y 0.413 AAA
Aaa
392,652.67 11/05/2023
11/29/2023

2.0775.497
988.15 405,532.84 393,462.14
394,450.29
387,562.31388,550.46
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

0.964% Fixed N 0.000 AAAm
Aaa
104,614.12 05/31/2023
05/31/2023

4.6604.660

0.00 104,614.12 104,614.12
104,614.12
104,614.12104,614.12
Security Type GASB 40 Trade Date San Jacinto, City of (66779)As of 05/31/2023 Return to Table of Contents Dated: 06/08/2023 14 3.A.5.a
Packet Pg. 153
Attachment: 11. 2022-23 May Treasurers Report with signature (Treasurer’s Report at May 31, 2023) MUNI
US 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
31846V203FIRST AMER:GVT OBLG YMMFUND

0.964% Fixed N 0.000 AAAm
Aaa
104,614.12 05/31/2023
05/31/2023

4.6604.660

0.00 104,614.12 104,614.12
104,614.12
104,614.12104,614.12
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
13063D3N6CALIFORNIA STMUNI

1.130% Fixed N 3.366 AAAa2 120,000.00 03/01/2027 03/01/2027 4.847 4.522 1,227.65 120,000.00 120,000.00 121,227.65 121,320.00 122,547.65 13063D3N6CALIFORNIA STMUNI

1.130% Fixed N 3.366 AAAa2 120,000.00 03/01/2027 03/01/2027 4.847 4.522 1,227.65 120,000.00 120,000.00 121,227.65 121,320.00 122,547.65 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
912828YE4UNITED STATES TREASURYUS GOV

2.650% Fixed N 1.210 AA+
Aaa
300,000.00 08/31/2024
08/31/2024

1.6734.977
947.69 294,257.81 298,440.41
299,388.10
286,605.47287,553.16
912828YE4UNITED STATES TREASURYUS GOV

3.269% Fixed N 1.210 AA+
Aaa
370,000.00 08/31/2024
08/31/2024

0.8804.977
1,168.82 376,012.50 371,694.05
372,862.87
353,480.08354,648.90
912828YV6UNITED STATES TREASURYUS GOV

3.295% Fixed N 1.454 AA+
Aaa
375,000.00 11/30/2024
11/30/2024

4.4894.761

15.37 353,759.77 358,944.16
358,959.53
357,495.12357,510.49
912828YY0UNITED STATES TREASURYUS GOV

0.754% Fixed N 1.520 AA+
Aaa
85,000.00 12/31/2024
12/31/2024

0.8884.709
624.59 88,453.13 86,147.34
86,771.93
81,204.8881,829.47
912828ZC7UNITED STATES TREASURYUS GOV

1.917% Fixed N 1.694 AA+
Aaa
220,000.00 02/28/2025
02/28/2025

0.4494.573
625.48 226,943.75 222,584.56
223,210.04
207,375.78208,001.26
912828ZC7UNITED STATES TREASURYUS GOV

0.654% Fixed N 1.694 AA+
Aaa
75,000.00 02/28/2025
02/28/2025

0.8624.573
213.23 75,647.46 75,341.38
75,554.61
70,696.2970,909.52
912828ZL7UNITED STATES TREASURYUS GOV

1.323% Fixed N 1.868 AA+
Aaa
155,000.00 04/30/2025
04/30/2025

0.4594.462

50.54 154,461.13 154,751.79
154,802.33
143,490.04143,540.58
912828ZT0UNITED STATES TREASURYUS GOV

1.995% Fixed N 1.953 AA+
Aaa
235,000.00 05/31/2025
05/31/2025

0.3484.418

1.61 233,971.88 234,540.58
234,542.19
216,447.85216,449.46
912828ZT0UNITED STATES TREASURYUS GOV

1.613% Fixed N 1.953 AA+
Aaa
190,000.00 05/31/2025
05/31/2025

0.3594.418

1.30 189,094.53 189,586.56
189,587.86
175,000.39175,001.69
912828ZW3UNITED STATES TREASURYUS GOV

2.164% Fixed N 2.032 AA+
Aaa
255,000.00 06/30/2025
06/30/2025

0.3444.319
267.68 253,894.34 254,503.77
254,771.45
234,540.23234,807.91
91282CAB7UNITED STATES TREASURYUS GOV

1.480% Fixed N 2.116 AA+
Aaa
175,000.00 07/31/2025
07/31/2025

0.9714.312
146.24 170,358.40 172,303.03
172,449.26
160,432.62160,578.85
91282CFE6UNITED STATES TREASURYUS GOV

1.542% Fixed N 2.088 AA+
Aaa
170,000.00 08/15/2025
08/15/2025

4.7384.314
1,555.59 163,777.73 164,319.49
165,875.08
165,776.56167,332.16
91282CAT8UNITED STATES TREASURYUS GOV

0.503% Fixed N 2.359 AA+
Aaa
60,000.00 10/31/2025
10/31/2025

0.4084.209

13.04 59,547.66 59,771.95
59,784.99
54,597.6654,610.70
Security Type GASB 40 Trade Date San Jacinto, City of (66779)As of 05/31/2023 Return to Table of Contents Dated: 06/08/2023 15 3.A.5.a
Packet Pg. 154
Attachment: 11. 2022-23 May Treasurers Report with signature (Treasurer’s Report at May 31, 2023) 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
91282CAZ4UNITED STATES TREASURYUS GOV

1.721% Fixed N 2.439 AA+
Aaa
205,000.00 11/30/2025
11/30/2025

0.4394.172

2.10 204,375.39 204,674.52
204,676.62
186,702.15186,704.25
91282CBC4UNITED STATES TREASURYUS GOV

1.302% Fixed N 2.516 AA+
Aaa
155,000.00 12/31/2025
12/31/2025

0.5924.099
244.06 153,395.51 154,139.49
154,383.55
140,989.45141,233.51
91282CBH3UNITED STATES TREASURYUS GOV

1.046% Fixed N 2.600 AA+
Aaa
125,000.00 01/31/2026
01/31/2026

0.8424.108
156.68 122,236.33 123,463.21
123,619.89
113,320.31113,476.99
91282CBQ3UNITED STATES TREASURYUS GOV

2.805% Fixed N 2.675 AA+
Aaa
335,000.00 02/28/2026
02/28/2026

1.0994.100
423.30 326,520.31 329,582.83
330,006.13
303,933.98304,357.28
91282CBT7UNITED STATES TREASURYUS GOV

2.528% Fixed N 2.748 AA+
Aaa
300,000.00 03/31/2026
03/31/2026

0.7804.032
381.15 299,566.41 299,747.28
300,128.42
273,878.91274,260.05
91282CBW0UNITED STATES TREASURYUS GOV

1.972% Fixed N 2.829 AA+
Aaa
235,000.00 04/30/2026
04/30/2026

0.6874.055
153.26 235,688.48 235,427.26
235,580.52
213,840.82213,994.08
91282CCF6UNITED STATES TREASURYUS GOV

1.841% Fixed N 2.912 AA+
Aaa
220,000.00 05/31/2026
05/31/2026

0.8414.037

4.51 219,028.91 219,410.83
219,415.33
199,761.72199,766.23
91282CCJ8UNITED STATES TREASURYUS GOV

1.054% Fixed N 2.975 AA+
Aaa
125,000.00 06/30/2026
06/30/2026

0.9093.976
459.25 124,804.69 124,872.17
125,331.43
113,857.42114,316.68
91282CCP4UNITED STATES TREASURYUS GOV

2.787% Fixed N 3.072 AA+
Aaa
335,000.00 07/31/2026
07/31/2026

0.7754.005
699.84 332,579.10 333,428.15
334,128.00
301,617.77302,317.62
91282CCZ2UNITED STATES TREASURYUS GOV

3.466% Fixed N 3.221 AA+
Aaa
415,000.00 09/30/2026
09/30/2026

1.1763.960
615.13 409,050.59 410,936.29
411,551.42
375,380.47375,995.60
912828U24UNITED STATES TREASURYUS GOV

0.951% Fixed N 3.285 AA+
Aaa
110,000.00 11/15/2026
11/15/2026

3.7913.977
101.63 103,541.80 103,678.93
103,780.56
103,039.06103,140.69
91282CEC1UNITED STATES TREASURYUS GOV

2.883% Fixed N 3.546 AA+
Aaa
335,000.00 02/28/2027
02/28/2027

1.8653.933
1,587.38 335,157.03 335,120.33
336,707.72
311,170.51312,757.89
91282CEF4UNITED STATES TREASURYUS GOV

0.704% Fixed N 3.589 AA+
Aaa
80,000.00 03/31/2027
03/31/2027

2.7813.917
338.80 78,971.88 79,189.04
79,527.84
76,000.0076,338.80
91282CEN7UNITED STATES TREASURYUS GOV

1.992% Fixed N 3.654 AA+
Aaa
225,000.00 04/30/2027
04/30/2027

3.3153.919
538.04 219,541.99 220,374.86
220,912.90
215,534.18216,072.22
91282CET4UNITED STATES TREASURYUS GOV

1.757% Fixed N 3.745 AA+
Aaa
200,000.00 05/31/2027
05/31/2027

3.0523.906

14.34 196,085.94 196,808.79
196,823.14
190,593.75190,608.09
91282CEW7UNITED STATES TREASURYUS GOV

1.231% Fixed N 3.728 AA+
Aaa
135,000.00 06/30/2027
06/30/2027

3.0593.898
1,842.27 136,181.25 135,981.58
137,823.84
131,725.20133,567.46
9128282R0UNITED STATES TREASURYUS GOV

3.395% Fixed N 3.930 AA+
Aaa
390,000.00 08/15/2027
08/15/2027

3.2993.866
2,569.48 371,429.30 374,061.19
376,630.67
365,716.41368,285.88
91282CAL5UNITED STATES TREASURYUS GOV

3.380% Fixed N 4.215 AA+
Aaa
425,000.00 09/30/2027
09/30/2027

3.9243.856
269.98 359,158.20 365,480.67
365,750.65
366,479.49366,749.47
91282CFZ9UNITED STATES TREASURYUS GOV

4.941% Fixed N 4.095 AA+
Aaa
535,000.00 11/30/2027
11/30/2027

3.6023.831

56.64 541,415.82 541,024.92
541,081.57
535,961.33536,017.97
91282CBB6UNITED STATES TREASURYUS GOV

2.963% Fixed N 4.421 AA+
Aaa
370,000.00 12/31/2027
12/31/2027

4.2273.835
970.99 312,635.55 315,036.86
316,007.85
320,512.50321,483.49
91282CBS9UNITED STATES TREASURYUS GOV

2.051% Fixed N 4.597 AA+
Aaa
250,000.00 03/31/2028
03/31/2028

3.6733.813
529.37 223,007.81 223,409.00
223,938.37
221,953.13222,482.50
Security Type GASB 40 Trade Date San Jacinto, City of (66779)As of 05/31/2023 Return to Table of Contents Dated: 06/08/2023 16 3.A.5.a
Packet Pg. 155
Attachment: 11. 2022-23 May Treasurers Report with signature (Treasurer’s Report at May 31, 2023) Summary
* 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
---UNITED STATES TREASURYUS GOV

69.928% Fixed N 2.889 AA+
Aaa
8,170,000.00 06/10/2026
06/10/2026

1.9834.167
17,589.38 7,944,552.37 7,968,777.28
7,986,366.66
7,569,111.537,586,700.91
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% --- --- 2.422 AA
Aa1
11,542,266.79 12/13/2025
12/15/2025

1.9544.383
32,110.18 11,343,615.93 11,339,710.74
11,371,820.91
10,817,123.3210,849,233.50
Security Type GASB 40 Trade Date San Jacinto, City of (66779)As of 05/31/2023 Return to Table of Contents Dated: 06/08/2023 17 3.A.5.a
Packet Pg. 156
Attachment: 11. 2022-23 May Treasurers Report with signature (Treasurer’s Report at May 31, 2023) 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
271.78 0.00 304,843.54 0.00 -327,962.61 0.00 0.00 0.00 0.00 127,733.19 104,614.12
127,733.19104,614.12
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
CCYUSDReceivableCASH

0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 4,612.41
289.07
4,612.41
289.07
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
287,332.03286,605.47
3137B4WB8FHMS K-033 A2FHLMC
416.37 0.00 0.00 0.00 0.00 0.00 0.00 -41,975.75 0.00 168,861.56 125,451.09
162,466.35120,841.27
US3137BWWD24FHMS K-725 A2FHLMC
679.82 0.00 0.00 0.00 0.00 0.00 0.00 -398.55 0.00 280,493.13 280,081.75
267,313.54266,721.04
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
285,888.24284,930.95
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
354,376.17353,480.08
912828YY0UNITED STATES TREASURYUS GOV

0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 88,453.13
88,453.13
81,553.5281,204.88
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
209,763.50209,400.67
594918AT1MICROSOFT CORPCORP
2,790.63 0.00 0.00 0.00 0.00 0.00 -235,000.00 0.00 0.00 246,484.45

0.00 235,000.00

0.00 931142EK5WALMART INCCORP

0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 243,666.00 243,666.00
224,409.58224,695.93
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
208,235.16207,375.78
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
381,266.50379,607.31
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
83,394.2283,475.11
912828ZW3UNITED STATES TREASURYUS GOV

0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 253,894.34 253,894.34
235,486.52234,540.23
912828ZT0UNITED STATES TREASURYUS GOV
293.75 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 233,971.88 233,971.88
217,274.02216,447.85
91282CAT8UNITED STATES TREASURYUS GOV

75.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 59,547.66 59,547.66
54,829.6954,597.66
912828ZT0UNITED STATES TREASURYUS GOV
237.50 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 189,094.53 189,094.53
175,668.36175,000.39
91282CAZ4UNITED STATES TREASURYUS GOV
384.38 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 204,375.39 204,375.39
187,518.94186,702.15
912828ZL7UNITED STATES TREASURYUS GOV
290.63 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 154,461.13 154,461.13
144,047.07143,490.04
Portfolio Activity Summary San Jacinto, City of (66779)05/01/2023 - 05/31/2023 Return to Table of Contents Dated: 06/08/2023 18 3.A.5.a
Packet Pg. 157
Attachment: 11. 2022-23 May Treasurers Report with signature (Treasurer’s Report at May 31, 2023) 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
91282CBC4UNITED STATES TREASURYUS GOV

0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 153,395.51 153,395.51
141,697.85140,989.45
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
113,823.24113,320.31
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
275,390.63273,878.91
023135BW5AMAZON.COM INCCORP
326.25 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 144,788.30 144,788.30
138,678.90138,425.74
91282CCF6UNITED STATES TREASURYUS GOV
825.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 219,028.91 219,028.91
200,818.75199,761.72
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
94,637.7494,706.79
91282CBW0UNITED STATES TREASURYUS GOV
881.25 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 235,688.48 235,688.48
215,015.82213,840.82
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
303,397.46301,617.77
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
170,661.73170,353.49
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
265,030.86264,797.08
91282CCJ8UNITED STATES TREASURYUS GOV

0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 124,804.69 124,804.69
114,453.13113,857.42
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
305,465.04303,933.98
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
70,989.2670,696.29
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
377,698.63375,380.47
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
161,068.36160,432.62
14913R2S5CATERPILLAR FINANCIAL SERVICESCORPCORP

0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 109,982.40 109,982.40
107,185.57107,088.98
91282CEC1UNITED STATES TREASURYUS GOV

0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 335,157.03 335,157.03
313,709.18311,170.51
437076CM2HOME DEPOT INCCORP

0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 59,895.00
59,895.00
58,317.6457,990.86
023135CE4AMAZON.COM INCCORP

0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 294,530.95 294,530.95
288,334.59286,997.35
91282CEF4UNITED STATES TREASURYUS GOV

0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 78,971.88
78,971.88
76,650.0076,000.00
69371RR81PACCAR FINANCIAL CORPCORP

0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 139,967.80 139,967.80
137,537.79137,043.26
Portfolio Activity Summary San Jacinto, City of (66779)05/01/2023 - 05/31/2023 Return to Table of Contents Dated: 06/08/2023 19 3.A.5.a
Packet Pg. 158
Attachment: 11. 2022-23 May Treasurers Report with signature (Treasurer’s Report at May 31, 2023) * 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
91282CET4UNITED STATES TREASURYUS GOV
2,625.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 196,085.94 196,085.94
192,328.12190,593.75
91282CEW7UNITED STATES TREASURYUS GOV

0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 136,181.25 136,181.25
132,996.09131,725.20
194162AM5COLGATE-PALMOLIVE COCORP

0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 44,958.60
44,958.60
43,871.8343,865.35
9128282R0UNITED STATES TREASURYUS GOV

0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 371,429.30 371,429.30
369,098.44365,716.41
91282CEN7UNITED STATES TREASURYUS GOV
3,093.75 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 219,541.99 219,541.99
217,476.56215,534.18
912828YV6UNITED STATES TREASURYUS GOV
2,812.50 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 353,759.77 353,759.77
358,828.13357,495.12
91282CAL5UNITED STATES TREASURYUS GOV

0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 359,158.20 359,158.20
369,351.56366,479.49
91282CFZ9UNITED STATES TREASURYUS GOV
10,365.63 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 541,415.82 541,415.82
541,771.09535,961.33
713448FQ6PEPSICO INCCORP

0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 119,930.40 119,930.40
121,609.29120,666.50
194162AQ6COLGATE-PALMOLIVE COCORP

0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 29,965.20
29,965.20
30,631.5230,470.00
91282CFE6UNITED STATES TREASURYUS GOV

0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 163,777.73 163,777.73
166,805.86165,776.56
13063D3N6CALIFORNIA STMUNI

0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 120,000.00 120,000.00
122,685.60121,320.00
91282CBB6UNITED STATES TREASURYUS GOV

0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 312,635.55 312,635.55
323,330.86320,512.50
91282CBS9UNITED STATES TREASURYUS GOV

0.00 0.00 223,007.81 -281.76 0.00 0.00 0.00 0.00 0.00 0.00 223,007.81

0.00 221,953.13
912828U24UNITED STATES TREASURYUS GOV
1,100.00 0.00 103,541.80 -1,027.07 0.00 0.00 0.00 0.00 0.00 0.00 103,541.80

0.00 103,039.06
---------
27,469.24 -104.17 631,393.15 -1,308.83 -327,962.61 0.00 -235,000.00 -42,374.30 0.00 11,335,104.10 11,343,905.00
10,849,516.1410,817,412.39
Portfolio Activity Summary San Jacinto, City of (66779)05/01/2023 - 05/31/2023 Return to Table of Contents Dated: 06/08/2023 20 3.A.5.a
Packet Pg. 159
Attachment: 11. 2022-23 May Treasurers Report with signature (Treasurer’s Report at May 31, 2023) 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

3.A.5.a
Packet Pg. 160
Attachment: 11. 2022-23 May Treasurers Report with signature (Treasurer’s Report at May 31, 2023) July 18, 2023
TO: City Council
REQUESTED BY: Erika Gomez, Finance Director
APPROVED BY: Robert A. Johnson, City Manager
SUBJECT: Second Read - Ordinance 23-09
RECOMMENDATION:

Staff recommends that the City Council conduct the second reading and adopt Ordinance No. 23-09, “An Ordinance of the City of San Jacinto, California, Amending Title 5 of the San Jacinto Municipal Code, Regarding Business Licenses and Regulations.”

3.A.6
Packet Pg. 161
BACKGROUND:

On May 7, 2019, staff introduced the San Jacinto SPEED (Strategic Preparation for Expedited Economic Development) Program, which was intended to streamline the development process and provide a better customer experience. Phase I of the San Jacinto SPEED Program was aimed at updating and replacing the aged permit tracking system currently used, PermitsPlus. At the meeting, the City Council adopted Resolution 3761 authorizing the City to submit an application for an SB2 Grant for up to $160,000 (the maximum funding allowed per the program guidelines for local jurisdictions with a population below 60,000 residents) for the replacement of PermitsPlus. In August 2019, HCD awarded San Jacinto the requested grant subject to completion of the Standard Agreement, which the City received in November 2019.

In January 2020, HCD announced an additional grant opportunity known as the Local Early Action Planning (“LEAP”) Grant. While the City had anticipated releasing a Request for Proposals (“RFP”) for the replacement of PermitsPlus in January 2020, city staff decided to push off the release to explore the option to utilize the LEAP Grant to supplement and provide gap funding for SB2 Grant projects. In coordination with the Western Riverside Council of Government (“WRCOG”) and HCD, it was determined that the LEAP Grant can be “stacked” with the SB2 Grant to provide a larger, more comprehensive project.

On March 3, 2020, the City Council adopted Resolution 3791, thereby authorizing the City Manager to apply for up to $150,000 (the maximum funding allowed per the program guidelines for local jurisdictions with a population below 60,000 residents) for LEAP funding to supplement the SB2 Planning Grant funds.

On March 4, 2020, the City released a RFP for a Land Management System Implementation and Project Management Services. On June 11, 2020, the City Council approved a License and Service Agreement with Tyler Technologies for professional services, implementation, and licensing of the EnerGov Solution. The solution encompasses permitting, planning, code enforcement, and business licensing in a single platform, and intends to replace multiple obsolete legacy systems.

DISCUSSION:

Following a years-long implementation process, the EnerGov solution is scheduled for deployment on June 19, 2023. The system was configured with the goal of improving efficiency and customer experience. The proposed Municipal Code Amendment being presented for consideration by the City Council supports this goal by adjusting the term of a business license to one calendar year and amending provisions impacted by this change, as necessary.

Currently, the Municipal Code defines the expiration date of all annual business licenses as December 31 (regardless of when applied for.) The City has over 3,200 active business licenses, and this singular expiration date creates a massive influx of renewal application processing and inevitable backlog during the first quarter of the calendar year. Further, new applicants are required to interact with the City more frequently than necessary under the current Municipal

3.A.6
Packet Pg. 162
Code. For example, if a business license is approved in November, the owner is required to renew their license in as little as two months. This is additional time, energy, and effort that new business owners should not have to exert. Finally, for most new applicants, the current Municipal Code does not provide the complete value of a business license in exchange for the fees paid.

Approval of the ordinance will eventually smooth the rate of expiration to a more uniform level throughout the year, thereby improving processing time. It will also limit the administrative burden on business owners by reducing the number of interactions required. Further, it will leverage the functionality of the EnerGov Solution by allowing a system configuration that supports business owners in San Jacinto. Most importantly, it will consistently afford customers enjoyment of the full value of the business license with respect to fees paid.

FISCAL IMPACT:

There is no fiscal impact related to the adoption of the proposed Code Amendment.

ATTACHMENTS:

Ordinance No. 23-09

3.A.6
Packet Pg. 163
Ordinance No. 23-09

Page 1 of 20 ends

STATE OF CALIFORNIA ) ORDINANCE NO. 23-09

COUNTY OF RIVERSIDE )

CITY OF SAN JACINTO )

AN ORDINANCE OF THE CITY OF SAN JACINTO,
CALIFORNIA AMENDING TITLE 5 OF THE SAN JACINTO

MUNICIPAL CODE, REGARDING BUSINESS LICENSES
AND REGULATIONS.

WHEREAS, Title 5 of the San Jacinto Municipal Code provides standards for Business Licenses and Regulations within the City of San Jacinto; and WHEREAS, certain portions of Title 5 have become obsolete or insufficient in regard to the regulation of businesses within the City; and WHEREAS, the City of San Jacinto recognizes the need to update and revise its municipal code pertaining to business licenses in order to promote economic growth and streamline administrative processes; and
WHEREAS, the proposed changes to Title 5 of the San Jacinto Municipal Code fall within the purview of the City Council's authority to regulate and license businesses within the City of San Jacinto; and
WHEREAS, the Ordinance seeks to streamline the business license application and renewal processes, reducing administrative burdens for both the City and local businesses; and
WHEREAS, after thorough deliberation, the City Council finds that the Ordinance is necessary, reasonable, and in the best interest of the City and its residents.

NOW THEREFORE, THE CITY COUNCIL OF THE CITY OF SAN JACINTO DOES ORDAIN AS FOLLOWS:

SECTION 1. Incorporation of Recitals. The above recitals are true and correct and are incorporated herein by this reference as findings in support of this Ordinance.

SECTION 2. Section 5.04.120 of Chapter 5.04 of the San Jacinto Municipal Code is hereby amended to read as follows:
“5.04.120 Duration of license.

The duration of any license issued under this chapter shall be limited as follows:

A. If the license fee is an annual license fee, the license shall expire one calendar

3.A.6.a
Packet Pg. 164 Attachment: Ordinance No. 23-09 (Second Read - Ordinance 23-09) Ordinance No. 23-09

Page 2 of 20 ends

year following the issuance date of the license.

B. If the license fee is a daily license fee, the license shall expire at midnight of the day on which the license was issued; provided, however, that such license may be issued for a greater period of time than provided in this section, but not to exceed the close of the fiscal year established for business licenses. In such cases, the license fee for the entire period shall be due and payable at once.”
SECTION 3. Section 5.04.340 of Chapter 5.04 of the San Jacinto Municipal Code is hereby amended to read as follows:
“5.04.340 License fee—When payable.

A. Unless otherwise specifically provided, all annual license fees are due and payable upon demand of the collector and shall be delinquent in accordance with the provisions of §5.04.350.

B. Each person required to have a license shall be liable for the payment of the fee for the full term.

C. When a person makes application for a license as a new owner of an existing business, and when the preceding owner has paid the annual business license fee, the new owner shall be issued a license for the unexpired term of the preceding owner’s license for a transfer fee plus ten percent of the current annual business license fee for that business; provided, that the new owner shall otherwise have his or her application processed as though he or she were a new license applicant.”
SECTION 4. Section 5.04.350 of Chapter 5.04 of the San Jacinto Municipal Code is hereby amended to read as follows:
“5.04.350 Renewals—Penalty for delinquency.

All renewal licenses shall be delinquent if not paid within 30 days of the expiration date. A penalty of ten percent of the license fee shall be added to delinquent licenses on the first day of the succeeding month after the due date thereof, and an additional penalty of twenty (20) percent shall be added thereto on the first day of each succeeding month thereafter; provided, that the amount of such penalties to be added shall not exceed one hundred (100) percent of the license fee due. (Prior code § 5.16.020).”
SECTION 5. Section 5.08.080 of Chapter 5.08 of the San Jacinto Municipal Code is hereby amended to read as follows:
“5.08.080 Gross receipts fee rates.

3.A.6.a
Packet Pg. 165 Attachment: Ordinance No. 23-09 (Second Read - Ordinance 23-09) Ordinance No. 23-09

Page 3 of 20 ends

A. Gross receipts license fees shall be based on the entire gross receipts which are directly attributable to any coin-operated machine used within the city, and no minimum license fee shall be imposed upon any business location, nor shall such license fee be measured by the number of business locations or machines of the licensee within the city, whose business is limited exclusively to the renting, leasing or operating of such machines.

B. The annual gross receipts upon which said rates are based shall be the annual gross receipts for the calendar year preceding the license year for business done within the city, except for a new business without a gross receipts record for the previous year.

C. Such new business shall estimate and pay the gross receipts for the period to be covered by the license to be issued. The amount of such license fee shall be tentative only, and such person shall, within thirty (30) days after the expiration of the period for which such license was issued, furnish the collector, on a form to be furnished by the collector, and signed under penalty of perjury, showing the gross receipts during the period of such license, and the license fee for such period shall be finally ascertained and paid within thirty (30) days after the expiration of the period for which such license was issued. A penalty as prescribed shall be added to any license fee not paid.

D. In the event the amount paid is in excess of the amount due, the collector shall either credit the excess amount against the renewal license fee, or, if such amount paid was less than the amount due, the additional payment must be made within thirty (30) days after the expiration of the period for which such license was issued. (Prior code § 5.20.080)”
SECTION 6. Section 5.08.120 of Chapter 5.08 of the San Jacinto Municipal Code is hereby amended to read as follows:
“5.08.120 Categories.

The categories referred to in this title are as set out in this section:

Category A-Rental Space
Each apartment, business office, hotel, motel, storage building, ministorage building, open area storage space, convalescent home, nursing home, hospital and business of a like nature or similar character.

May require certificate of compliance.

Minimum of $70.00 per year for the first four units, plus an additional $1.00 per year for each unit or space over four in number.

Category B-Retail/Sales

3.A.6.a
Packet Pg. 166 Attachment: Ordinance No. 23-09 (Second Read - Ordinance 23-09) Ordinance No. 23-09

Page 4 of 20 ends

Retail businesses listed in this category, and all other persons engaged in the business of making sales at retail where seventy-five (75) percent of the total revenues of such business is derived from such sales, except as otherwise provided in this title:

Appliance store
Auto accessory
Book store*
Candy shop
Car dealer
Carpet and rug store
Children’s wear
Department store
Drug store
Florist
Furniture
Gift shop
Grocer
Hardware
Health food store
Ice cream store
Jewelry store
Ladies wear
Liquor store
Lumberyard
Mattress shop
Meat market

3.A.6.a
Packet Pg. 167 Attachment: Ordinance No. 23-09 (Second Read - Ordinance 23-09) Ordinance No. 23-09

Page 5 of 20 ends

Men’s store
Music store
Newspaper office
Nightclub*
Nursery
Pet store
Photo shop*
Plant and pot shop
Plumbing supply
Pool supply
Printer
Restaurant
Service station
Shoe store
Sporting goods
Tavern and bar
Tire shop
Toy store
TV-radio store
Variety store
Wallpaper and paint
Yardage and drapery
* Any business of a like nature or similar character. May require a certificate.

3.A.6.a
Packet Pg. 168 Attachment: Ordinance No. 23-09 (Second Read - Ordinance 23-09) Ordinance No. 23-09

Page 6 of 20 ends

Minimum of $70.00 a year (including one owner, manager, agent or employee), plus the graduated scale of computation for employees (See Section 5.08.060 of this chapter).

Category C-Manufacturers/Wholesalers
Any business, the primary purpose of which is to manufacture and/or wholesale at a fixed place of business, manufacturers, wholesalers and businesses of like nature or similar character.

Minimum of $70.00 per year (includes one owner, manager or agent or employer) plus the graduated scale of computation for employees (see Section 5.08.060 of this chapter).

For out-of-town business, refer to the combined manufacturers gross weight fixed fee scale (see Section 5.08.070 of this chapter).

May require a certificate of compliance.

Category D-Professionals and Service
Professions and services listed in this category and any other business or calling which is not specified in some other category in this chapter:

Abstractor of titles
Accountant
Advertising*
Agricultural advisor
Aircraft rental/services
Alarm sales or service*
Ambulance*
Appraiser
Architect
Assayer
Attorney
Auction*

3.A.6.a
Packet Pg. 169 Attachment: Ordinance No. 23-09 (Second Read - Ordinance 23-09) Ordinance No. 23
-09

Page 7 of 20 ends

Auctioneer*
Auditor
Auto storage*
Automotive repair
Automotive vehicles for hire*
Bail bond broker
Barbershop
Bath houses*
Beauty shop
Blueprint shop
Bookkeeper
Building tradesman
Business management
Carpet cleaner
Carwashing
Catering
Chemical engineering
Chemist
Child care (five or more)
Chiropodist
Chiropractor
Civil engineer
Claim adjuster
Cleaning
Collection agency*

3.A.6.a
Packet Pg. 170 Attachment: Ordinance No. 23-09 (Second Read - Ordinance 23-09) Ordinance No. 23
-09

Page 8 of 20 ends

Construction engineer
Consulting engineer
Contractor (See
Category E)
Credit bureau
Dancing academy*
Dancing hall*
Dealer in securities
Dental lab
Dentist
Designer
Detail shop
Detective* (See Chapter 5.48 of this code)
Detective agency*
Draftsman
Drugless practitioner
Dry cleaner
Dry cleaner service
Electrical engineer
Electrician (noncontractor)
Electrologist
Employment agency
Escrow officer
Exterminator*
Figure salon

3.A.6.a
Packet Pg. 171 Attachment: Ordinance No. 23-09 (Second Read - Ordinance 23-09) Ordinance No. 23-09

Page 9 of 20 ends

Finance company
Fine arts or music school
Florist
Food packer or processor
Fortunetelling
Funeral home
Furniture refinisher
Gardener
General engineering contractor
Geologist
Gyms
Herbalist
Hypnotist/hypnosis*
Industrial relations consultant
Instructor
Insurance adjuster
Insurance agent, broker, salesman
Interior decorator
Investment counselor
Janitorial service*
Lapidary
Laundromat (See Section 5.08.090 of this chapter)
Laundry (professional, see Section 5.08.090 of this chapter) Laundry truck route (See Category F of this section)
Locksmith*

3.A.6.a
Packet Pg. 172 Attachment: Ordinance No. 23-09 (Second Read - Ordinance 23-09) Ordinance No. 23
-09

Page 10 of 20 ends

Machinist
Mailing service
Marriage and family counselor*
Mechanic
Mechanical engineer
Medical lab
Messenger service*
Mortician
Mortuary
Naturopath
Oculist
Optometrist
Oral surgeon
Osteopath physician
Painter (non-contractor)
Pest control
Photographer*
Physical therapist*
Physician
Physician and surgeon
Physiologist
Physiotherapist
Private patrol*
Real estate brokers, agents, salesmen
Real estate office

3.A.6.a
Packet Pg. 173 Attachment: Ordinance No. 23-09 (Second Read - Ordinance 23-09) Ordinance No. 23-09

Page 11 of 20 ends

Rental of vehicles or equipment
Sailplane service
Salesman or commercial traveler (See Category F of this section) Sandblaster
Sanitation engineer
Savings and loan company
Schools
Shoe repair
Skating rink*
Steam cleaner
Stock and bond and commission broker
Surgeon
Surveyor (door-to-door)*
Surveyor of land
Swimming instructor
Taxidermist
Telephone services (as defined in state constitution)
Trade or business school
Travel bureau
Tree removing*
Tree sprayers*
Tree surgery*
Tree trimming*
Upholstery shop
Veterinarian

3.A.6.a
Packet Pg. 174 Attachment: Ordinance No. 23-09 (Second Read - Ordinance 23-09) Ordinance No. 23-09

Page 12 of 20 ends

Watch repair
Weight salons
Wholesale jobbing
Wrecking yard*
X-ray technician/lab
* Or any business of a like nature or similar character. May require a certificate of compliance.

Minimum of $70.00 a year (includes one owner, manager, agent or employee or principal) plus $25.00 for each additional principal or professional operating at the same address as a licensee who is not an employee plus graduated scale of computation for employees (See Section 5.08.060 of this chapter).

Category E-Contractors

1. General Contractors and Owner-Builders.
a. General contractors who perform work in the city
shall pay an annual basic license fee of $80.00 per
year, plus graduated scale of employees plus the fees
for those professionals who perform on the site.
b. Owner-builder. See definition in Section 5.04.030
of this title.
c. Additional Requirements. In addition to paying their license fees, general contractors and owner-builders
shall be responsible for filing a completed form,
provided by the finance director, giving the information required for each company participating on each job.

All license fee obligations must be paid prior to final inspection.

2. Specialty Contractors. All other contractors who perform work in the city shall pay an annual license fee of $60.00 per year plus employees graduated scale in Section 5.08.060 of this chapter.

3. Contractors Minimum License Fee per Job. The minimum license fee is twenty-five (25) percent of the minimum license fee plus employee graduated scale of computation, in Section

5.08.060 of this chapter, at twenty-five (25) percent. No

3.A.6.a
Packet Pg. 175 Attachment: Ordinance No. 23-09 (Second Read - Ordinance 23-09) Ordinance No. 23-09

Page 13 of 20 ends

portion of a per job license fee may be applied to a yearly license fee. A per job license may be issued only to those jobs that will be completed within 90 days of the date that the license was issued.

4. State Classification of Contractors.

Type
State
Class
Minimum
Fee

1. General engineering
contractor
$80.00

2. General building contractor B-1 80.00

3. Boilers, hot water heating,
steam fitter
C-4 60.00

4. Cabinet and mill work C-6 60.00

5. Cement and concrete C-8 60.00

6. Electrical (general) C-10 60.00

7. Electrical signs C-45 60.00

8. Elevator installation C-11 60.00

9. Excavating, grading,
trenching, paving, surfacing
C-12 60.00

10. Fire protection engineering C-16 60.00

11. Flooring (wood) C-15 60.00

12. Glazing C-17 60.00

13. House and building moving C-21 60.00

14. Insulation C-2 60.00

15. Landscaping C-27 60.00

16. Lathing C-26 60.00

17. Masonry C-29 60.00

3.A.6.a
Packet Pg. 176 Attachment: Ordinance No. 23-09 (Second Read - Ordinance 23-09) Ordinance No. 23-09

Page 14 of 20 ends

18. Ornamental metals C-23 60.00

19. Painting, decorating C-33 60.00

20. Plastering C-35 60.00

21. Plumbing C-36 60.00

22. Refrigeration C-38 60.00

23. Roofing C-39 60.00

24. Sewer, sewage disposal,
drains, cement pipe laying
C-42 60.00

25. Sheet metal C-43 60.00

26. Steel reinforcing C-50 60.00

27. Steel, structural C-51 60.00

28. Structural pest control C-22 60.00

29. Swimming pool C-53 60.00

30. Tile (ceramic or mosaic) C-54 60.00

31. Warm-air heating, ventilating,
air-conditioning
C-20 60.00

32. Welding C-60 60.00

33. Well drilling C-57 60.00

34. Classified specialists C-61 60.00

5. Additional Fee for Shop or Store. In addition to the basic license fee payable by a contractor, each contractor who operates any shop or store at a fixed place of business within the city in connection or conjunction with the contracting business, shall also pay the minimum fee prescribed in
Category B of this section, plus the graduated scale basis for computation of employees in Section 5.08.060 of this chapter.

3.A.6.a
Packet Pg. 177 Attachment: Ordinance No. 23-09 (Second Read - Ordinance 23-09) Ordinance No. 23-09

Page 15 of 20 ends

Category F-Special Business (Fixed Fees)

1. Advertising billboards, $200.00 per year per board face.

Section 5.08.040 is not applicable.

2. Amusement, recreation, entertainment, advertising, or spectator event, $25.00 per day plus $5.00 per day per show, concession or participant conducting said business.*

3. Amusement, recreation, entertainment, games, tables, machines or devices of like nature, $5.00 each. This is in addition to a $70.00 minimum, plus graduated scale of
employees (Section 5.08.060 of this chapter), if not previously paid in connection with and part of an existing licensed business.*

4. Bankruptcy, $50.00.*

5. Billiard parlor, coin-operated. See Section 5.08.080 of this chapter.*

6. Billiard parlor, family, $75.00 per year plus $5.00 per table if not coin-operated.*

7. Billiards or pool, not coin-operated, $70.00 minimum plus $5.00 per table, plus graduated scale basis of computation for employees (Section 5.08.060 of this chapter).*

8. Bowling alley, $100.00 per year plus graduated scale basis of computation for employees (Section 5.08.060 of this chapter), plus $12.00 per year for each alley in excess of the first three alleys.*

9. Boxing and wrestling, $50.00 minimum per day.*

10. Cabaret dancing, $200.00 per year.*

11. Card room, $10.00 per day. A permit from the city council shall first be obtained.*

12. Carnivals and circuses, $200.00 first day; $100.00 for each succeeding day.*

13. Commercial traveler, $50.00 per year.

14. Dance, public, $50.00, plus policing.*

3.A.6.a
Packet Pg. 178 Attachment: Ordinance No. 23-09 (Second Read - Ordinance 23-09) Ordinance No. 23-09

Page 16 of 20 ends

15. Fortunetellers, palmists, soothsayers, clairvoyants, etc., $300.00 per day.*

16. Garage sales and sales of a like nature, $5.00
minimum.*

17. Gardeners, $20.00 per year (this category, one person, one vehicle only).

18. Gasoline or fuel business with a fixed place of business, $70.00 per year, plus graduated scale basis of computation for employees (Section 5.08.060 of this chapter).*

19. Going-out-of-business sale, $50.00.*

20. Handbill, advertising sample or product distribution, $250.00 plus $25.00 per person, plus $25.00 per day. Section

5.08.040 of this chapter is not applicable.*

21. Handyman, limited to noncommercial advertising, casual labor, having no unique equipment, not contracting, $20.00 per year.

22. Housemoving, see Chapter 5.04, Article 4 of this code.

23. Junk dealers, $5.00 per day or $35.00 for six months, $70.00 per year, per truck route plus graduated scale basis of computation for employees (Section 5.04.060 of this
chapter).*

24. Laundry rental service, $72.00 per year per truck route.

25. Laundry service truck routes, $144.00 per year per truck route.

26. License Transfer and/or Alteration Fee. Location, name, ownership, partnership, mailing address, type of business, contractors number, $15.00.

27. Live entertainment, $100.00 per year, prorated by
quarter or $10.00 per day minimum.

28. Merry-go-round, $10.00 per day.

29. Mobilehome parks, $100.00 per year plus $2.00 for each rental space in such mobilehome park per year, less the share for each such year theretofore paid to the city of any sums

3.A.6.a
Packet Pg. 179 Attachment: Ordinance No. 23-09 (Second Read - Ordinance 23-09) Ordinance No. 23-09

Page 17 of 20 ends

paid pursuant to the provisions of the Health and Safety Code of the state.

30. Pawnbroker (as defined by state law), $150.00 per year.

31. Parade, $500.00 each.*

32. Peddlers and solicitors, $100.00 for six months
minimum, or $10.00 per day, minimum of three days.*

33. Recreational vehicle parks, trailer parks. See
mobilehome parks listed in this section.

34. Rummage sales, see definition in Section 5.04.030 of this title.*

35. Secondhand dealers (as defined by state law), $150.00 per year.*

36. Service vehicle with a place of business not in the city, $80.00 per vehicle per year, covers one employee.

37. Shoeshine stand, $10.00 per year if not part of an
existing business.

38. Shooting galleries using firearms, $100.00 per year plus graduated scale basis of computation for employees (Section

5.08.060 of this chapter).*

39. Social club, $100.00 per year.*

40. Taxi, see Chapter 5.48 of this title.

41. Theaters and movie houses, $50.00 minimum plus $.10 per seat per year for the first five hundred seats plus $.05 for each seat over five hundred in number per year.

42. Vending from vehicle (any product for human
consumption), $100.00 per established route, per year.*

43. Vending machines, fixed place of business, machines dispensing tangible personal property, $5.00 each per year, in addition to other applicable fees.

44. Warehouses, commercial rental space and/or buildings, per one thousand square feet of indoor space, $5.00 per year; additional area in excess of whole one thousand square feet

3.A.6.a
Packet Pg. 180 Attachment: Ordinance No. 23-09 (Second Read - Ordinance 23-09) Ordinance No. 23-09

Page 18 of 20 ends

counts as an additional one thousand square feet. The fees shall be paid whether the facility is occupied or vacant.

45. Wholesale delivery vehicles not operating from a fixed place of business within city limits, see Section 5.08.070 of this chapter.
* May require a certificate of compliance. (Prior code § 5.20.120))” SECTION 7. CEQA. The City Council finds that this Ordinance is not subject to the California Environmental Quality Act (CEQA) pursuant to Sections 15060(c)(2) (the activity will not result in a direct or reasonably foreseeable indirect physical change in the environment) and 15060(c)(3) (the activity is not a project as defined in Section 15378) of the CEQA Guidelines, California Code of Regulations, Title 14, Chapter 3, because it has no potential for resulting in physical change to the environment, directly or indirectly.

SECTION 8. Severability. If any section, subsection, subdivision, paragraph, sentence, clause or phrase of this Ordinance, or any part thereof, is for any reason held to be unconstitutional, such decision shall not affect the validity of the remaining portion of this Ordinance or any part thereof. The City Council hereby declares that it would have passed each section, subsection, subdivision, paragraph, sentence, clause or phrase thereof, irrespective of the fact that any one or more section, subsection, subdivision, paragraph, sentence, clause or phrase be declared unconstitutional. If for any reason any portion of this Ordinance is found to be invalid by a court of competent jurisdiction, the balance of this Ordinance shall not be affected.

SECTION 9. Effective Date. This Ordinance is shall be effective 30 days after its adoption.

SECTION 10. Publication. The City Clerk shall certify to the adoption of this Ordinance. Not later than fifteen (15) days following the passage of this Ordinance, the Ordinance, or a summary thereof, along with the names of the City Council members voting for and against the Ordinance, shall be published in a newspaper of general circulation in the City of San Jacinto.

3.A.6.a
Packet Pg. 181 Attachment: Ordinance No. 23-09 (Second Read - Ordinance 23-09) Ordinance No. 23-09

Page 19 of 20 ends

PASSED, APPROVED and ADOPTED at a regular meeting of the City Council on the 18th day of July, 2023, by the following vote:

AYES:

NAYS:

ABSENT:

ABSTAIN:

CITY OF SAN JACINTO:
________________________________
Alonso Ledezma, Mayor
City of San Jacinto
ATTEST:
__________________________________
Julia Espinoza, City Clerk
APPROVED AS TO FORM:

BEST, BEST & KRIEGER, LLP.
__________________________________
Craig Hayes, City Attorney

3.A.6.a
Packet Pg. 182 Attachment: Ordinance No. 23-09 (Second Read - Ordinance 23-09) Ordinance No. 23-09

Page 20 of 20 ends

STATE OF CALIFORNIA )
COUNTY OF RIVERSIDE) ss

CITY OF SAN JACINTO)

CERTIFICATION
I, Julia Espinoza, City Clerk, hereby certify that the attached is a true copy of Ordinance No. 23-09, introduced by the City Council of the City of San Jacinto, California, at a regular meeting held the 20th day of June, 2023. Ordinance No. 23-09 was approved passed and adopted at a regular meeting held the 18th day of July, 2023.

AYES:

NAYS:

ABSENT:

ABSTAIN:

WITNESS MY HAND AND OFFICIAL SEAL this 18th day of July 2023. _________________________
Julia Espinoza, City Clerk

3.A.6.a
Packet Pg. 183 Attachment: Ordinance No. 23-09 (Second Read - Ordinance 23-09) July 18, 2023
TO: City Council
REQUESTED BY: Erika Gomez, Finance Director
APPROVED BY: Robert A. Johnson, City Manager
SUBJECT: Appropriations Limit Fiscal Year 2023-24
RECOMMENDATION:

Staff recommends that the City Council approve and adopt Resolution No. 3996, establishing the appropriations limit from proceeds of taxes for fiscal year 2023-2024.

BACKGROUND:

The Gann Limit is a constitutional provision established under Article XIII, Section 1 of the California Constitution. It was introduced in 1979 through the passage of Proposition 4, also known as the Gann Limit Initiative. The primary objective of the Gann Limit is to control the growth of government spending by restricting appropriations made by state and local agencies.

The Gann Limit imposes a cap on appropriations from certain revenue sources, including taxes, fees, and other sources of funds collected by the City. The limit is calculated based on the previous year's appropriations limit adjusted for changes in population, inflation, and other factors specified by the law. The purpose of these adjustments is to ensure that the Gann Limit keeps pace with the growth of the economy.

Article XIII-B of the California Constitution requires the City to adjust and adopt its appropriations limit annually. The fiscal year 2023-2024 appropriations limit has been adjusted using data furnished by the State Department of Finance. Documents showing the calculation are attached to Resolution No. 3996.

FISCAL IMPACT:

There is no fiscal impact for this item. This item is to adopt the resolution establishing the appropriations limit for fiscal year 2023-2024. The appropriations limit for the fiscal year 2023- 2024 is $72,855,334.

ATTACHMENTS:

Resolution No. 3996 - Appropriation Limit
Exhibit A

3.A.7
Packet Pg. 184
Resolution No. 3996

Page 1 of 3 ends

STATE OF CALIFORNIA ) RESOLUTION NO. 3996
COUNTY OF RIVERSIDE) ss

CITY OF SAN JACINTO )

A RESOLUTION OF THE CITY COUNCIL OF THE CITY

OF SAN JACINTO, CALIFORNIA, ESTABLISHING THE
APPROPRIATIONS LIMIT FOR FISCAL YEAR 2023-2024
WHEREAS, Article XIIIB of the California Constitution provides for establishment of a formal appropriations limit from the proceeds of taxes; and WHEREAS, a formal appropriations limit has not been established for Fiscal Year 2023-2024; and
WHEREAS, the California Department of Finance has provided per capita personal income and population change data for calculating the allowed increases in the appropriations limit for fiscal year 2023-2024; and
WHEREAS, the California personal income tax factor has increased for fiscal year 2023-2024; and
WHEREAS, the City of San Jacinto elects to select the methods of calculation using 1) the increase in the California Per Capita Income in lieu of the increase in the non-residential assessed valuation due to new construction and 2) the population growth of Riverside County in lieu of the population growth within the City, and WHEREAS, attachment A to this resolution provides the calculation for the 2023-2024 appropriations limit;
NOW, THEREFORE, BE IT RESOLVED, determined, and ordered by the City Council of the City of San Jacinto, County of Riverside, State of California, as follows:

The appropriations limit from proceeds of taxes is hereby established as $72,855,334 for fiscal year 2023-2024.

3.A.7.a
Packet Pg. 185 Attachment: Resolution No. 3996 - Appropriation Limit (Appropriations Limit Fiscal Year 2023-24) Resolution No. 3996

Page 2 of 3 ends

PASSED, APPROVED AND ADOPTED this 18th day of July, 2023, by the following vote:

AYES:

NAYS:

ABSENT:

ABSTAIN:

CITY OF SAN JACINTO:

Alonso Ledezma, Mayor
ATTEST:
__
Julia Espinoza, City Clerk
APPROVED AS TO FORM:

Best Best & Krieger LLP
_____________________________
Craig Hayes, City Attorney

3.A.7.a
Packet Pg. 186 Attachment: Resolution No. 3996 - Appropriation Limit (Appropriations Limit Fiscal Year 2023-24) Resolution No. 3996

Page 3 of 3 ends

STATE OF CALIFORNIA )
COUNTY OF RIVERSIDE) ss

CITY OF SAN JACINTO )

CERTIFICATION
I, Julia Espinoza, City Clerk of the City of San Jacinto, DO HEREBY CERTIFY that the foregoing Resolution No. 3996 was passed, approved, and adopted at a regular meeting of the City Council of the City of San Jacinto held on the 18th day of July 2023, by the following vote:

AYES:

NAYS:

ABSENT:

ABSTAIN:

WITNESS MY HAND AND OFFICIAL SEAL this 18th day of July 2023. __________________________
Julia Espinoza, City Clerk
City of San Jacinto

3.A.7.a
Packet Pg. 187 Attachment: Resolution No. 3996 - Appropriation Limit (Appropriations Limit Fiscal Year 2023-24) Exhibit A

CITY OF SAN JACINTO

APPROPRIATIONS LIMIT
FISCAL YEAR 2023-24
Amount
A. Fiscal Year 2022-2023 Appropriations Limit 69,518,448 $ B. Adjustment Factors:

1. County Population Percentage % change of 0.34% 1.0034

2. State Per Capita Personal Income % change of 4.44% 1.0444 B.1. x B.2. = 1.0480
C. Fiscal Year 2023-2024 Appropriations Limit - A. X 1.048 = 72,855,334 $

3.A.7.b
Packet Pg. 188 Attachment: Exhibit A (Appropriations Limit Fiscal Year 2023-24) July 18, 2023
TO: City Council
REQUESTED BY: Stuart McKibbin, City Engineer
APPROVED BY: Robert A. Johnson, City Manager
SUBJECT: Mountain Avenue Rehabilitation Project (Cottonwood Avenue Emergency Pavement Rehabilitation) CIP# 12
RECOMMENDATION:

Staff recommends that the City Council appropriate an additional $99,506 of SB1 RMRA funds for Change Order No. 007 and additional soils testing to address unforeseen subsurface soil conditions.

DISCUSSION:

On March 21, 2023, the City Council approved a change order to the Mountain Avenue Rehabilitation Project (CIP# 12-008). The change order approved the contractor, R.J. Noble Company, to perform an emergency full-depth reclamation of Cottonwood Avenue from approximately a half mile east of the entrance to Reflection Lake RV Park to Warren Road. Fulldepth reclamation is a comprehensive rehabilitation process to rebuild a roadway that required a complete road closure for excavating, pulverizing, and curing of the materials.

During the installation of the asphalt base course, serious structural issues were discovered. The asphalt was to be placed and compacted to a thickness of 2.5 inches. The contractor was not able to achieve the minimum relative compaction of 95 percent, and most importantly, significant surface deflection was observed during paving. As a result, construction was halted.

The contractor proof rolled the pavement and identified 11 areas that were most susceptible to deflection. The City’s geotechnical consultant is Inland Foundation Engineering, Inc. The geotechnical consultant’s testing of those areas revealed that, below a depth of about 2.0 feet, the relative compaction ranged from 77 to 84 percent, with an average of 80 percent and that this soil has a high to very high moisture content. The soil simply cannot support the loads.

To mitigate these issues, the City’s geotechnical consultant recommended that the existing pavement and underlying full-depth reclamation in those areas be removed, along with the upper 12 inches of underlying soil subgrade. Following removal, the exposed subgrade is to be scarified to dry out the area, recompacted to at least 90 percent relative compaction, and then 18 inches of aggregate base placed and compacted on top. Following that, the asphalt concrete can be placed as originally planned.

The contractor submitted a proposal for $135,848 to carry out the recommended removals and install the enhanced structural road section. As this is an emergency repair and time is of the essence, Engineering approved the extra soils testing and the submitted change order to speed the

3.A.8
Packet Pg. 189
contractor’s scheduling of the repair. As the soil condition was unforeseen, the City will pay for the contractor’s extra work to mitigate the soil condition. The additional soils testing and report by Inland Foundation Engineering cost $8,988.

The change order approved by Council for the Cottonwood Emergency Pavement Rehabilitation included $45,330 in contingencies. Therefore, an additional $99,506 from SB1 RMRA is requested. This agenda item is to advise the Council of the extra work necessary and to approve the additional funds used.

FISCAL IMPACT:

Adequate funds are available in SB1 RMRA to cover the additional remediation and testing costs. Approval of this item has no impact on the General Fund.

ATTACHMENTS:

Change Order No. 007 - Cottonwood Ave.

Pavement recommendations 6-20-23
Inland Foundation Letter Agreement

3.A.8
Packet Pg. 190

3.A.8.a
Packet Pg. 191 Attachment: Change Order No. 007 - Cottonwood Ave. (Mountain Avenue Rehabilitation Project (Cottonwood Avenue Emergency Pavement

3.A.8.a
Packet Pg. 192 Attachment: Change Order No. 007 - Cottonwood Ave. (Mountain Avenue Rehabilitation Project (Cottonwood Avenue Emergency Pavement

3.A.8.a
Packet Pg. 193 Attachment: Change Order No. 007 - Cottonwood Ave. (Mountain Avenue Rehabilitation Project (Cottonwood Avenue Emergency Pavement

3.A.8.a
Packet Pg. 194 Attachment: Change Order No. 007 - Cottonwood Ave. (Mountain Avenue Rehabilitation Project (Cottonwood Avenue Emergency Pavement IFE Inland Foundation Engineering, Inc.
inlandfoundation.com
1310 South Santa Fe Ave. PO Box 937 San Jacinto, CA 92581 ꓲ (951) 654-1555 77622 Country Club Dr. Suite Q, Palm Desert, CA 92211 ꓲ (760) 200-2400 June 20, 2023
Project No. S026-193

CITY OF SAN JACINTO
City Engineer’s Office
166 East Main Street, Suite 2
San Jacinto, California 92583
Attention: Stuart McKibbin, P.E.

City Engineer
Subject: Pavement Evaluation
Cottonwood Avenue East of Warren Road
San Jacinto, California
References: Report entitled, “Pavement Evaluation – Various Streets, San Jacinto, California”, prepared by Inland Foundation Engineering, Inc., dated July 27, 2021, Project No. S026-188
Street Improvement Plan (12 Sheets), Cottonwood Avenue, San Jacinto, California, prepared by Tri Lake Consultants, Inc., dated February 17, 2023
Dear Mr. McKibbin:

This report presents the results of sampling and testing performed to evaluate the pavement and subgrade conditions on Cottonwood Avenue from approximately 200 to 2,800 feet east of Warren Road. The project is currently under construction.

Construction to date has consisted of the following.
• The previous asphalt concrete and aggregate base were removed to expose soil subgrade. The removed asphalt concrete and aggregate base were stockpiled on the north shoulder of Cottonwood Avenue.
• The soil subgrade was scarified and recompacted. The minimum acceptable relative compaction was 95 percent of the maximum dry density. Compaction tests by IFE indicated that the subgrade met this requirement, with one exception at Station 26+50.

3.A.8.b
Packet Pg. 195 Attachment: Pavement recommendations 6-20-23 (Mountain Avenue Rehabilitation Project (Cottonwood Avenue Emergency Pavement ___________________________________________________________ Revised Pavement Recommendations- S026-193
Cottonwood Avenue Street Improvements – June 2023 2 of 4 Inland Foundation Engineering, Inc. • The stockpiled asphalt concrete and aggregate base were spread on the prepared subgrade and pulverized, with the addition of 4 percent cement (referred to herein as full-depth reclamation, FDR). The FDR material was compacted to 95 percent of the maximum dry density. Compaction tests by IFE indicated that the FDR base met this requirement.
• The base course of asphalt concrete was to be placed and compacted to a thickness of 2.5 inches. The contractor was not able to achieve the minimum relative compaction of 95 percent. The actual relative compaction obtained ranged from approximately 89 to 96 percent. The pavement surface was observed by our personnel and by the city inspector to be deflecting significantly during rolling due to unstable subgrade and/or FDR.

Compaction test results are shown on Figures 2 and 3.

Construction was halted following completion of the base course pavement due to the low relative compaction test results and grade deflection during paving. The contractor used a loaded dump truck on May 31, 2023 to proof roll the pavement to identify the areas most susceptible to deflection. The proof rolling was observed by the city inspector and our representative. Approximate locations of areas experiencing moderate to severe deflection are shown on Figure 1.

IFE cored the pavement base course at 6 locations on June 6, 2023. 8-inch diameter cores of the pavement were obtained. After the cores were removed, a hollow-stem auger drill rig was used to obtain samples of the underlying FDR and soil subgrade.

The samples were returned to our laboratory. The core locations are also shown on Figure 1. Table 1 below shows the pavement structural section encountered at each core location.

Table 1. Core Locations and Pavement Structural Section Core
No. Station Offset Structural Section
C-1 14+00 5.0 ft. north of edge of pavement 2.3 in. AC over 8.2 in. FDR C-2 15+50 8.0 ft. north of edge of pavement 3.0 in. AC over 6.0 in. FDR C-3 19+75 5.0 ft. south of edge of pavement 2.7 in. AC over 6.8 in. FDR C-4 23+25 5.5 ft. north of edge of pavement 2.6 in. AC over 4.4 in. FDR C-5 31+50 2.2 ft. south of edge of pavement 2.7 in. AC over 5.4 in. FDR C-6 35+50 5.5 ft. south of edge of pavement 2.5 in. AC over 5.5 in. FDR Laboratory testing on the soil subgrade samples consisted of maximum dry density, sieve analysis, unit weight and moisture content. Testing of FDR material consisted of

3.A.8.b
Packet Pg. 196 Attachment: Pavement recommendations 6-20-23 (Mountain Avenue Rehabilitation Project (Cottonwood Avenue Emergency Pavement ___________________________________________________________ Revised Pavement Recommendations- S026-193
Cottonwood Avenue Street Improvements – June 2023 3 of 4 Inland Foundation Engineering, Inc. maximum dry density and sieve analysis. Laboratory test results are included with this report in Figures 4 and 5 and in Table 2 below.

Table 2. Summary of Soil Subgrade Testing
The core and laboratory test data indicate that the relative compaction of the soil subgrade ranges from about 87 to 97 percent, with an average of 92 percent, to a depth of about 1.7 feet below the pavement surface. This is representative of the subgrade soil that was scarfied and recompacted.

Below a depth of about 2.0 feet, the relative compaction ranges from 77 to 84 percent, with an average of 80 percent. This is representative of the native soil below the zone of scarification and recompaction. The data shows that this soil has a high to very high moisture content. The percent saturation of this soil ranges from 90 to 100 percent in the west portion of the project (Cores C-1,2,3) and from 64 to 79 percent in the east portion of the project.

Due to the high moisture content and low density in the areas with moderate to severe deflection shown on Figure 1, we expect that continued subgrade deflection may occur during paving of the surface coarse, and compaction less than specified could result. We recommend that the existing pavement and underlying FDR in those areas be removed, along with the upper 12 inches of underlying soil subgrade. Following removal, the exposed subgrade should be scarified and recompacted to at least 90 percent relative compaction.

Core Depth
(Ft.)
Soil Type
(USCS)
Water
Content (%)
Dry Density
(pcf)
Relative
Compaction (%)
Saturation
(%)
C-01 1.0-1.6 SC 8.5 127.2 97 75
C-01 2.0-2.7 SC 19.2 109.6 84 100
C-02 1.0-1.8 SM 11.3 116.9 89 72
C-02 2.0-2.8 CL 21.7 101.0 77 90
C-03 1.0-1.7 SC 7.1 125.0 95 58
C-03 2.0-2.7 ML 18.4 107.4 82 90
C-04 1.0-1.8 SM 8.5 111.7 87 47
C-04 2.0-2.7 SC 15.7 108.1 84 79
C-05 1.0-1.7 SC 9.6 117.2 91 62
C-05 2.0-2.7 SC-SM 16.1 99.3 77 64
C-06 1.0-1.8 SM 7.3 117.3 91 47
C-06 2.0-2.5 SM 17.9 101.5 79 75

3.A.8.b
Packet Pg. 197 Attachment: Pavement recommendations 6-20-23 (Mountain Avenue Rehabilitation Project (Cottonwood Avenue Emergency Pavement

3.A.8.b
Packet Pg. 198 Attachment: Pavement recommendations 6-20-23 (Mountain Avenue Rehabilitation Project (Cottonwood Avenue Emergency Pavement

IFE
Figure
No. 1
City of San Jacinto
Street Evaluation
Cottonwood Avenue, San Jacinto
Drawn By: ES Project No. S026-193
Not to Scale Date: June 2023
Approximate Location of Cores and Boring
Base Map: Prepared by Tri Lake Consultant, Inc. Sheet 3 Base Map: Prepared by Tri Lake Consultant, Inc. Sheet 4 Base Map: Prepared by Tri Lake Consultant, Inc. Sheet 5 Inland Foundation Engineering, Inc.
1310 S. Santa Fe Avenue, San Jacinto, CA 92583 | (951) 654-1555 C-1
C-5
C-6
C-4
C-3
C-2

3.A.8.b
Packet Pg. 199 Attachment: Pavement recommendations 6-20-23 (Mountain Avenue Rehabilitation Project (Cottonwood Avenue Emergency Pavement

SUMMARY OF FIELD DENSITY TESTING
City of San Jacinto
Cottonwood Avenue Street Improvments
Inland Foundation Engineering, Inc.

Fill Test Moisture Dry Relative Soil Remarks/
Test Depth Depth Content Density Compaction Type Retests No. Date Location (ft.) (ft.) (%) (pcf) (%)

COTTONWOOD AVE
Soil Subgrade
1 04-20-23 Station 31+50 SG 0.0-0.5 4.3 124.1 98 1
2 04-20-23 Station 28+50 SG 0.0-0.5 5.2 119.3 96 3
3 04-20-23 Station 26+50 SG 0.0-0.5 4.9 117.0 94 3 10
4 04-20-23 Station 24+50 SG 0.0-0.5 4.6 118.8 95 3
5 04-20-23 Station 21+00 SG 0.0-0.5 5.3 133.8 96 2
6 04-20-23 Station 19+00 SG 0.0-0.5 7.1 124.1 98 1
7 04-20-23 Station 17+00 SG 0.0-0.5 12.8 121.9 97 1
8 04-20-23 Station 15+00 SG 0.0-0.5 4.9 134.8 96 2
9 04-20-23 Station 13+00 SG 0.0-0.5 5.5 134.3 96 2
10 04-21-23 Retest of Test No. 3 SG 0.0-0.5 11.0 110.5 89 3 FDR
11 04-24-23 Station 38+25 BG 0.0-0.5 6.1 130.2 96 4
12 04-24-23 Station 36+25 BG 0.0-0.5 6.0 128.9 95 4
13 04-24-23 Station 33+00 BG 0.0-0.5 7.5 129.0 96 4
14 04-24-23 Station 30+00 BG 0.0-0.5 8.4 129.9 96 4
15 04-24-23 Station 27+00 BG 0.0-0.5 6.9 129.4 96 4
16 04-24-23 Station 25+00 BG 0.0-0.5 5.6 127.7 97 5
17 04-24-23 Station 21+00 BG 0.0-0.5 7.4 128.6 97 5
18 04-24-23 Station 18+00 BG 0.0-0.5 9.1 124.8 95 5
19 04-24-23 Station 15+00 BG 0.0-0.5 10.3 125.7 95 5
20 04-24-23 Station 12+50 BG 0.0-0.5 6.4 127.2 96 5
Asphalt Concrete Pavement
21 05-01-23 South Lane, Station 35+00 BC 0.0-0.2 - 136.1 92 6 22 05-01-23 South Lane, Station 36+75 BC 0.0-0.2 - 131.4 89 6 23 05-01-23 South Lane, Station 38+00 BC 0.0-0.2 - 131.6 89 6 24 05-01-23 North Lane, Station 13+00 BC 0.0-0.2 - 134.7 91 6 25 05-01-23 North Lane, Station 15+50 BC 0.0-0.2 - 136.9 93 6 26 05-01-23 North Lane, Station 18+00 BC 0.0-0.2 - 138.9 94 6 27 05-01-23 North Lane, Station 20+50 BC 0.0-0.2 - 133.8 90 6 28 05-01-23 North Lane, Station 23+00 BC 0.0-0.2 - 137.9 93 6 29 05-01-23 North Lane, Station 25+50 BC 0.0-0.2 - 137.8 93 6 30 05-01-23 North Lane, Station 28+00 BC 0.0-0.2 - 140.0 95 6 31 05-01-23 North Lane, Station 30+50 BC 0.0-0.2 - 142.0 96 6 32 05-01-23 North Lane, Station 33+00 BC 0.0-0.2 - 138.9 94 6 33 05-01-23 North Lane, Station 35+00 BC 0.0-0.2 - 139.5 94 6 34 05-01-23 North Lane, Station 38+00 BC 0.0-0.2 - 141.8 96 6 35 05-11-23 South Lane, Station 12+50 BC 0.0-0.2 - 135.2 91 6 36 05-11-23 South Lane, Station 15+00 BC 0.0-0.2 - 128.6 87 6 37 05-11-23 South Lane, Station 17+50 BC 0.0-0.2 - 137.6 93 6 38 05-11-23 South Lane, Station 20+00 BC 0.0-0.2 - 139.2 94 6 39 05-11-23 South Lane, Station 22+50 BC 0.0-0.2 - 136.5 92 6 40 05-11-23 South Lane, Station 25+00 BC 0.0-0.2 - 139.1 94 6 41 05-11-23 South Lane, Station 27+50 BC 0.0-0.2 - 137.9 93 6 Project No. S026-193 SG- Subgrade, BG- Base Grade, BC- Base Coarse ASTM D6938 (Nuclear Gauge)

3.A.8.b
Packet Pg. 200 Attachment: Pavement recommendations 6-20-23 (Mountain Avenue Rehabilitation Project (Cottonwood Avenue Emergency Pavement

SUMMARY OF FIELD DENSITY TESTING
City of San Jacinto
Cottonwood Avenue Street Improvments
Inland Foundation Engineering, Inc.

Fill Test Moisture Dry Relative Soil Remarks/
Test Depth Depth Content Density Compaction Type Retests No. Date Location (ft.) (ft.) (%) (pcf) (%)
42 05-11-23 South Lane, Station 30+00 BC 0.0-0.2 - 134.4 91 6 43 05-11-23 South Lane, Station 32+50 BC 0.0-0.2 - 133.5 90 6 44 05-11-23 South Lane, Station 35+00 BC 0.0-0.2 - 136.3 92 6 Project No. S026-193 SG- Subgrade, BG- Base Grade, BC- Base Coarse ASTM D6938 (Nuclear Gauge)

3.A.8.b
Packet Pg. 201 Attachment: Pavement recommendations 6-20-23 (Mountain Avenue Rehabilitation Project (Cottonwood Avenue Emergency Pavement Inland Foundation Engineering, Inc.

Sieve Analysis ASTM D6913 - Subgrade
Sieve Analysis ASTM D6913 - FDR
Sample
Location
C-1, C-2 and
C-3 C-4 C-5 and C-6
Sieve Size Percent Passing Sieve
1-Inch 100
¾ - Inch 100 100 98.3
No. 4 88.4 99.0 89.3
No. 10 77.5 97.4 78.5
No. 40 63.0 93.6 61.5
No. 200 42.5 40.7 24.3
Classification Clayey sand
(SC)
Clayey sand
(SC)
Silty sand
(SM)
Sample
Location C-1 C-2 - 6
Sieve Size Percent Passing Sieve
1-Inch 100 100
¾ - Inch 91.2 99.4
No. 4 63.6 73.3
No. 10 46.7 52.2
No. 40 25.5 27.6
No. 200 9.7 10.7
Classification FDR FDR
Sample
Location
C-1, C-2 and
C-3 C-4 C-5 and C-6
Sieve Size Percent Passing Sieve
1-Inch 100
¾ - Inch 100 100 98.3
No. 4 88.4 99.0 89.3
No. 10 77.5 97.4 78.5
No. 40 63.0 93.6 61.5
No. 200 42.5 40.7 24.3
Classification Clayey sand
(SC)
Clayey sand
(SC)
Silty sand
(SM)

3.A.8.b
Packet Pg. 202 Attachment: Pavement recommendations 6-20-23 (Mountain Avenue Rehabilitation Project (Cottonwood Avenue Emergency Pavement Inland Foundation Engineering, Inc.

Maximum Density/Optimum Moisture ASTM D1557
Date Soil
Type Soil Description
Maximum Dry
Density
(lbs/ft3)
Optimum
Moisture
Content (%)
4-19-23 1 Clay (CL), brown 126.0 12.0
4-19-23 2 Silty sand (SM), with gravel 140.0 6.5
4-19-23 3 Silty sand (SM), with gravel 124.5 9.5
4-24-23 4 FDR, east lane 135.0 7.5
4-24-23 5 FDR, west lane 132.0 7.2
5-01-23 6 ¾” Asphalt (plant max) 148.0 -
6-07-23 7 Combined C-1, 2 and 3, subgrade 131.5 7.5
6-07-23 8 Combined C-5 and 5, subgrade 129.0 8.5
6-07-23 9 FDR Combined C2 - 6 123.5 9.5

3.A.8.b
Packet Pg. 203 Attachment: Pavement recommendations 6-20-23 (Mountain Avenue Rehabilitation Project (Cottonwood Avenue Emergency Pavement

3.A.8.c
Packet Pg. 204 Attachment: Inland Foundation Letter Agreement (Mountain Avenue Rehabilitation Project (Cottonwood Avenue Emergency Pavement

3.A.8.c
Packet Pg. 205 Attachment: Inland Foundation Letter Agreement (Mountain Avenue Rehabilitation Project (Cottonwood Avenue Emergency Pavement

3.A.8.c
Packet Pg. 206 Attachment: Inland Foundation Letter Agreement (Mountain Avenue Rehabilitation Project (Cottonwood Avenue Emergency Pavement

3.A.8.c
Packet Pg. 207 Attachment: Inland Foundation Letter Agreement (Mountain Avenue Rehabilitation Project (Cottonwood Avenue Emergency Pavement

3.A.8.c
Packet Pg. 208 Attachment: Inland Foundation Letter Agreement (Mountain Avenue Rehabilitation Project (Cottonwood Avenue Emergency Pavement July 18, 2023
TO: City Council
REQUESTED BY: Stuart McKibbin, City Engineer
APPROVED BY: Robert A. Johnson, City Manager
SUBJECT: Resolution No. 3997, Accepting Lot B of Final Parcel Map No. 10020 Along Camellia Way
RECOMMENDATION:

Staff recommends that the City Council 1) Adopt Resolution No. 3997, accepting the dedication of Lot B of Final Parcel Map No. 10020 into the City of San Jacinto Road System, per final map recorded on December 9, 1977, in Book 43 of Parcel Maps, Page 18; and 2) authorize the City Clerk to record the acceptance of dedication with the Riverside County Clerk and Recorder.

BACKGROUND:

Parcel Map 10020 offered a 50-foot wide easement for road and utility purposes over all of Lot B, as shown in Exhibit 1. However, when Parcel Map 10020 was recorded on December 9, 1977, in Book 43 of Parcel Maps, at Page 18, the offer of Lot B was not accepted by the City. As of today, Lot B has been paved, and sidewalk has been installed. It has been named Camellia Way and is maintained by the City.

On May 20, 2014, Final Tract Map 31979 was recorded with the Riverside County Clerk and Recorder as Instrument No. 2014-0182923. Tract 31979 is an eleven-lot subdivision map that formed a cul-de-sac for Camellia Way. Although offsite Camellia Way is paved and is actively being used by residents of Tract 31979, it was recently discovered in Title that legal access to Tract 31979 could not be confirmed. Therefore, formal acceptance of Lot B by the City is necessary to clear up the legal access issue.

DISCUSSION:

The acceptance of Lot B is essential in order to provide City maintained access to the residents of Tract 31979 and residents adjacent to Camellia Way and in the public’s best interest for orderly development in conformance with the City of San Jacinto’s General Plan.

FISCAL IMPACT:

No fiscal impact associated to the acceptance of Lot B of Final Parcel Map 10020.

ATTACHMENTS:

1. Resolution No. 3997

2. Final Parcel Map. No. 10020, recorded December 9, 1977 ATTACHMENTS:

Resolution No. 3997 - Acceptance of Dedication

3.A.9
Packet Pg. 209
Final Parcel Map. No. 10020, recorded December 9, 1977

3.A.9
Packet Pg. 210
Resolution No. 3997

Page 1 of 3 ends

STATE OF CALIFORNIA) RESOLUTION NO. 3997
COUNTY OF RIVERSIDE)ss

CITY OF SAN JACINTO)

RESOLUTION ACCEPTING DEDICATION OF LOT B OF FINAL PARCEL MAP 10020 INTO THE CITY OF SAN JACINTO ROAD SYSTEM
WHEREAS, California Streets and Highway § 1806 (b) allows for the acceptance of dedications into the city street system, by resolution; and WHEREAS, Final Parcel Map 10020 was recorded with the Riverside County Clerk and Recorder on December 9, 1977 in Map Book 43, at Page 18; and WHEREAS, Final Parcel Map 10020 subdivided the property into 2 lots and offered a 50-foot wide easement for road and utility purposes over all of Lot B, which was not accepted at that time by the City; and
WHEREAS, Lot B has subsequently been paved, had sidewalk installed and been named Camellia Way; and
WHEREAS, Final Tract Map 31979 was recorded on May 20, 2014 with the Riverside County Clerk and Recorder as Instrument No. 2014-0182923; and WHEREAS, Final Tract Map 31979 subdivided 11 lots at the end of Camellia Way and requires Camellia Way for access to its residents; and WHEREAS, the City of San Jacinto considers the acceptance of the dedication of Lot B as essential in order to provide City maintained access to the residents of Tract 31979, and in the public’s best interest for orderly development in conformance with the City of San Jacinto’s General Plan.

NOW, THEREFORE IT IS HEREBY RESOLVED, ORDERED AND FOUND by the San Jacinto City Council, State of California, as follows:

1. Accept the dedication of Lot B of Final Parcel Map 10020 into the City of San Jacinto roadway system per final map recorded on December 9, 1977 in Book 43 of Parcel Maps, Page 18.

2. Authorize the City Clerk to record the acceptance of dedication with the County Clerk and Recorder per California Streets and Highway Code § 1806 (b).

3.A.9.a
Packet Pg. 211 Attachment: Resolution No. 3997 - Acceptance of Dedication (Resolution No. 3997, Accepting Lot B of Final Parcel Map No. 10020 Along Resolution No. 3997

Page 2 of 3 ends

PASSED AND ADOPTED by the City Council of the City of San Jacinto, State of California, this 18th day of July 2023, by the following vote:

AYES:

NAYS:

ABSENT:

ABSTAIN:

CITY OF SAN JACINTO:
________________________________
Alonso Ledezma, Mayor
ATTEST:

Julia Espinoza, City Clerk
APPROVED AS TO FORM:

BEST, BEST & KRIEGER, LLP.
______________________________
Craig Hayes, City Attorney

3.A.9.a
Packet Pg. 212 Attachment: Resolution No. 3997 - Acceptance of Dedication (Resolution No. 3997, Accepting Lot B of Final Parcel Map No. 10020 Along Resolution No. 3997

Page 3 of 3 ends

CERTIFICATION

STATE OF CALIFORNIA)
COUNTY OF RIVERSIDE) ss

CITY OF SAN JACINTO)
I, Julia Espinoza, City Clerk of the City of San Jacinto, DO HEREBY CERTIFY that the foregoing Resolution No. 3997 was passed, approved, and adopted at the Regular Meeting of the San Jacinto City Council held on the 18th day of July 2023, by the following vote:

AYES:

NAYS:

ABSENT:

ABSTAIN:

WITNESS MY HAND AND OFFICIAL SEAL this 18th day of July 2023. ________________________________
Julia Espinoza, City Clerk
City of San Jacinto

3.A.9.a
Packet Pg. 213 Attachment: Resolution No. 3997 - Acceptance of Dedication (Resolution No. 3997, Accepting Lot B of Final Parcel Map No. 10020 Along

3.A.9.b
Packet Pg. 214 Attachment: Final Parcel Map. No. 10020, recorded December 9, 1977 (Resolution No. 3997, Accepting Lot B of Final Parcel Map No. 10020 Along Camellia Way) July 18, 2023
TO: City Council
REQUESTED BY: Travis Randel, Deputy City Manager, Development Services APPROVED BY: Robert A. Johnson, City Manager
SUBJECT: Cooperation Agreement for Riverside County's Urban County Programs RECOMMENDATION:

Staff recommends that the City Council 1) Adopt Resolution No. 3995, authorizing the City’s participation in the County of Riverside’s Urban County Programs; 2) Approve a Cooperation Agreement with the County of Riverside for the City’s use of Community Development Block Grant (CDBG), Home Investment Partnership (HOME), and Emergency Solutions Grant (ESG) funds for Fiscal Years 2024-25, 2025-26 and 2026-27; and 3) Authorize the Mayor to execute the Agreement.

DISCUSSION:

In a continuing effort to support community renewal and affordable housing assistance, the City has an opportunity to continue a partnership with the County of Riverside through entering into a Cooperation Agreement. Execution of the Cooperation Agreement and adoption of the attached Resolution allows the City of San Jacinto to receive funding through the County’s CDBG, HOME, and ESG programs for the next three-year cycle. The City has collaborated with the County of Riverside (as an urban county) since 2006.

Past funding has been used to address inadequate curb, gutter, sidewalk, and street rehabilitation.

The funding also provided for targeted code enforcement funded the Public Library Parking lot project, and, most recently, will provide funding for the Mistletoe Park Restroom Facility Improvement Project.

During the three-year period beginning July 1, 2024, and ending June 30, 2027, the County will continue to be responsible for preparing and submitting to HUD all reports and statements required to secure grant funding and meet application requirements. The City will not be allowed to withdraw from the County’s urban program during the three-year agreement. In addition, any unincorporated portion of the County that incorporates, or is annexed during the qualification period, will remain a part of the urban county through the end of the period.

Finally, the City is ineligible to apply for grants under HUD’s Small Cities (State CDBG) programs; and the City cannot receive funding through a HOME consortium for the fiscal years during the period, in which the City is participating in the Urban County program.

FISCAL IMPACT:

By executing the Cooperation Agreement, the City will continue to receive an annual allocation of Federal Community Development Block Grant funds through the Riverside County Department of Housing and Workforce Solutions for Fiscal Years 2024-25, 2025-26, and 2026-

3.A.10
Packet Pg. 215

27. ATTACHMENTS:

Resolution No. 3995- Cooperation Agreement for Riverside County Urban County Program Cooperation Agreement for CDBG, HOME and ESG For Fiscal Years 2024-25, 2025-26, 2026- 27 3.A.10
Packet Pg. 216
Resolution No. 3995

Page 1 of 3 ends

STATE OF CALIFORNIA ) RESOLUTION NO. 3995
COUNTY OF RIVERSIDE)ss

CITY OF SAN JACINTO )

A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF CITY OF SAN JACINTO AUTHORIZING PARTICIPATION IN THE COUNTY OF RIVERSIDE’S
URBAN COUNTY PROGRAM FOR FISCAL YEARS 2024-2025, 2025-2026, AND 2026-2027
WHEREAS, the City of San Jacinto has elected to participate as unit of local government (Cooperating City) in the County of Riverside’s Urban County Program for Federal Fiscal Years 2024-25, 2025-26, and 2026-27; and WHEREAS, the Cooperation Agreement will allow the County and City to carryout activities which are funded by Community Development Block Grant (CDBG), Home Investment Partnership Program (HOME) funds, and Emergency Solutions Grant (ESG); and
WHEREAS, the Cooperation Agreement will allow the Cooperating City to participate in the Urban County Consolidated Planning Programs.

NOW THEREFORE, BE IT RESOLVED, found, determined, and ordered by the City Council of the City of San Jacinto, California as follows:

SECTION 1. The Cooperation Agreement between the County of Riverside and the City of San Jacinto is hereby approved; and
SECTION 2. The City Council hereby authorizes and directs the Mayor to execute the Cooperation Agreement on behalf of the City of San Jacinto.

PASSED, APPROVED, and ADOPTED at a regular meeting of the City Council on July 18, 2023, by the following vote:

AYES:

NAYS:

ABSENT:

ABSTAIN:

3.A.10.a
Packet Pg. 217 Attachment: Resolution No. 3995- Cooperation Agreement for Riverside County Urban County Program (Cooperation Agreement for Riverside Resolution No. 3995

Page 2 of 3 ends

CITY OF SAN JACINTO:
_____________________________
Alonso Ledezma, Mayor
ATTEST:
_____________________________________
Julia Espinoza, City Clerk
APPROVED AS TO FORM:

BEST BEST & KRIEGER LLP
_____________________________________
Craig Hayes, City Attorney

3.A.10.a
Packet Pg. 218 Attachment: Resolution No. 3995- Cooperation Agreement for Riverside County Urban County Program (Cooperation Agreement for Riverside Resolution No. 3995

Page 3 of 3 ends

STATE OF CALIFORNIA)
COUNTY OF RIVERSIDE) ss

CITY OF SAN JACINTO)

CERTIFICATION
I, Julia Espinoza, duly appointed City Clerk of the City of San Jacinto, do hereby certify that the foregoing Resolution No. 3995 was duly passed, approved, and adopted at a regular meeting of the City Council of the City of San Jacinto on the 18th day of July 2023, by the following vote:

AYES:

NAYS:

ABSENT:

ABSTAIN:

WITNESS MY HAND AND OFFICIAL SEAL this 18th day of July 2023. _________________________
Julia Espinoza, City Clerk
City of San Jacinto

3.A.10.a
Packet Pg. 219 Attachment: Resolution No. 3995- Cooperation Agreement for Riverside County Urban County Program (Cooperation Agreement for Riverside Cooperation Agreement For CDBG, HOME And ESG Funds 2024-2026

Page 1 of 16 ends

1 2
3 4
5 6
7 8
9 10
11 12
13 14
15 16
17 18
19 20
21 22
23 24
25 26
27 28

COOPERATION AGREEMENT

FOR THE COMMUNITY DEVELOPMENT BLOCK GRANT,

HOME INVESTMENT PARTNERSHIPS PROGRAM, AND

EMERGENCY SOLUTIONS GRANT
FOR FISCAL YEARS 2024-25, 2025-26, 2026-27
This Cooperation Agreement for the Community Development Block Grant, HOME Investment Partnerships Program, and the Emergency Solutions Grant for Fiscal Years 2024-25, 2025-26, 2026-27, hereinafter referred to as “Agreement” is made and entered into this ______ day of __________ 2023, by and between the COUNTY OF RIVERSIDE, a political subdivision of the State of California, hereinafter referred to as "COUNTY", and CITY OF SAN JACINTO, an incorporated municipality within the geographical boundaries of the COUNTY, hereinafter referred to as "CITY.” City and County individually referred to herein as “Party” and collectively as the “Parties.”

RECITALS
WHEREAS, the Housing and Community Development Act of 1974, as amended (42 U.S.C.A. § 5301 et seq.) (Public Law 93-383), hereinafter called "ACT", provides that Community Development Block Grant funds hereinafter referred to as "CDBG", may be used for the support of activities that provide decent housing, suitable living environments, and expanded economic opportunities principally for persons of low and moderate-income; and WHEREAS, the HOME Investment Partnerships Act program, hereinafter referred to as “HOME,” was enacted as Title II of the National Affordable Housing Act of 1990, for the purposes of: expanding the supply of decent, affordable housing for low and very-low income families with emphasis on rental housing; building State and local capacity to carry out affordable housing programs; and providing for coordinated assistance to participants in the development of affordable low-income housing; and
WHEREAS, the Emergency Solutions Grant, hereinafter referred to as “ESG,” was authorized by the McKinney-Vento Homeless Assistance Act of 1987 and the Homeless Emergency Assistance and Rapid Transition to Housing (HEARTH) Act of 2009. The objectives of the ESG program are to increase the number and quality of emergency shelters and transitional

3.A.10.b
Packet Pg. 220 Attachment: Cooperation Agreement for CDBG, HOME and ESG For Fiscal Years 2024-25, 2025-26, 2026-27 (Cooperation Agreement for Cooperation Agreement For CDBG, HOME And ESG Funds 2024-2026

Page 2 of 16 ends

1 2
3 4
5 6
7 8
9 10
11 12
13 14
15 16
17 18
19 20
21 22
23 24
25 26
27 28
housing facilities for homeless individuals and families, to operate these facilities and provide essential social services, and to help prevent homelessness; WHEREAS, CDBG regulations require counties to re-qualify as an Urban County under the CDBG program every three (3) years.

NOW THEREFORE, in consideration of the mutual covenants herein set forth and the mutual benefits to be derived there from, the parties agree as follows:

1. GENERAL.
(a). This Agreement gives COUNTY authority to undertake, or assist in undertaking, activities for Fiscal Years 2024-25, 2025-26, and 2026-27, that will be funded from the CDBG, HOME, and ESG programs and from any program income generated from the expenditure of such funds. COUNTY and CITY agree to cooperate, to undertake, or to assist in undertaking, community renewal and lower-income housing assistance activities. COUNTY is qualified as an "Urban County" under the ACT. CITY, by executing this Agreement, hereby gives notice of its election to participate in an Urban County’s Community Development Block Grant (CDBG), Home Investment Partnerships Act (HOME), and Emergency Solutions Grant (ESG) programs, hereinafter referred to as "Urban County Programs". (b). By executing this Agreement, CITY understands that it may not apply for grants from appropriations under the Small Cities or State CDBG Programs for fiscal years during the period in which it participates in the Urban County’s CDBG program, and that CITY may only participate in the HOME program through the COUNTY’S Urban County Programs, not a HOME consortium. The CITY may also apply for HOME funds from the State of California, if permitted by the State.
(c). By executing this Agreement, CITY understands that it may only receive a formula allocation of ESG funds through the COUNTY’S Urban County Programs. The CITY may also apply for ESG funds from the State of California, if permitted by the State.

2. TERM.

The term of this Agreement shall be for three (3) years commencing on July 1, 2024, and expiring on June 30, 2027, unless an earlier date of termination is fixed by U.S.

3.A.10.b
Packet Pg. 221 Attachment: Cooperation Agreement for CDBG, HOME and ESG For Fiscal Years 2024-25, 2025-26, 2026-27 (Cooperation Agreement for Cooperation Agreement For CDBG, HOME And ESG Funds 2024-2026

Page 3 of 16 ends

1 2
3 4
5 6
7 8
9 10
11 12
13 14
15 16
17 18
19 20
21 22
23 24
25 26
27 28
Department of Housing and Urban Development, hereinafter called HUD, pursuant to ACT. This Agreement shall automatically renew for participation in successive three-year qualification periods, unless COUNTY and CITY provide written notice it elects not to participate in a new qualification period. In the event of termination, a notice shall be sent to the HUD Field Office.

Notwithstanding the above, the Parties agree that each Party shall adopt amendments to the Agreement incorporating changes necessary to meet the requirement for cooperation agreements set forth in an Urban County Qualification Notice that is applicable for any subsequent three-year urban qualification period and shall submit such amendment to HUD as provide in the Urban County Qualification Notice. The Parties agree that failure to comply shall void the automatic renewal for such qualification periods.

During the term and any successive qualification periods should this Agreement automatically renew, the terms of this Agreement shall remain in effect until the CDBG funds and program income received with respect to activities carried out during the three-year qualification period are expended and the funded activities completed. Furthermore, neither the COUNTY nor the CITY may terminate or withdraw from this Agreement while it remains in effect.

3. PREPARATION OF FEDERALLY REQUIRED FUNDING
APPLICATIONS.

The County of Riverside Housing and Workforce Solutions, subject to approval of COUNTY’s Board of Supervisors, shall be responsible for preparing and submitting to the U.S.

Department of Housing and Urban Development (HUD), in a timely manner, all reports and statements required by the ACT and the Federal regulations promulgated by HUD to secure entitlement grant funding under the CDBG, HOME, and ESG programs. This duty shall include the preparation and processing of COUNTY Housing, Community, and Economic Development Needs Identification Report, Citizen Participation Plan, the County Five-Year Consolidated Plan, One-Year Action Plan, Consolidated Annual Performance and Evaluation Report (CAPER), and other related programs which satisfy the application requirements of ACT and its regulations.

4. COMPLIANCE WITH FEDERAL STATUTES, REGULATIONS AND
OTHER APPLICABLE STATUTES, REGULATIONS AND ORDINANCES.

3.A.10.b
Packet Pg. 222 Attachment: Cooperation Agreement for CDBG, HOME and ESG For Fiscal Years 2024-25, 2025-26, 2026-27 (Cooperation Agreement for Cooperation Agreement For CDBG, HOME And ESG Funds 2024-2026

Page 4 of 16 ends

1 2
3 4
5 6
7 8
9 10
11 12
13 14
15 16
17 18
19 20
21 22
23 24
25 26
27 28
(a) COUNTY and CITY will comply with the applicable provisions of the ACT and those Federal regulations promulgated by HUD pursuant thereto, as the same currently exists or may hereafter be amended.
(b) The COUNTY and CITY are hereby obligated to take all actions necessary to assure compliance with COUNTY’s certification regarding affirmatively furthering fair housing pursuant to Section 104 (b) of Title I of ACT, as amended. (c) The COUNTY and CITY are hereby obligated to take all actions necessary to assure compliance with Section 504 of the Rehabilitation Act of 1973 and the Age Discrimination Act of 1975.
(d) COUNTY and CITY will comply with the applicable provisions of the following: National Environmental Policy Act of 1969; Title VI of the Civil Rights Act of 1964 and Title VIII of the Civil Rights Act of 1968; the Fair Housing Act; Title 24 Code of Federal Regulations part 570; Cranston-Gonzales National Affordable housing Act (Public Law 101-625); Executive Order 11063, as amended by Executive Order 12259; Executive Order 11988; the Uniform Relocation Assistance and Real Property Acquisition Policies Act of 1970 (42 U.S.C.§4630, et. seq.); Section 109 of Title I of the ACT and implementing regulations at 24 CFR part 6; the implementing regulations at 24 CFR part 8, Title II of the Americans with Disabilities Act; the implementing regulations at 28 CFR part 35, the Age Discrimination Act of 1975; the implementing regulations at 24 CFR part 136, and Section 3 of the Civil Rights Act of 1963, as amended; and other Federal or state statute or regulation applicable to the use of CDBG, HOME Investment Partnerships Act (enacted as Title II of the National Affordable Housing Act of 1990), and Emergency Solutions Grant funds.
(e) CITY agrees that the Urban County Program funding for activities in, or in support of, the CITY are prohibited if CITY does not affirmatively further fair housing within CITY’S jurisdiction or impedes COUNTY actions to comply with its fair housing certification. (f) CITY and COUNTY shall meet the citizen participation requirements of 24 CFR 570.301 and provide Urban County Program citizens with all of the following:

3.A.10.b
Packet Pg. 223 Attachment: Cooperation Agreement for CDBG, HOME and ESG For Fiscal Years 2024-25, 2025-26, 2026-27 (Cooperation Agreement for Cooperation Agreement For CDBG, HOME And ESG Funds 2024-2026

Page 5 of 16 ends

1 2
3 4
5 6
7 8
9 10
11 12
13 14
15 16
17 18
19 20
21 22
23 24
25 26
27 28
i. The estimate of the amount of CDBG funds proposed to be used for activities that will benefit persons of low and moderate-income; ii. A plan for minimizing displacement of persons as a result of activities assisted with CDBG funds and to assist persons actually displaced as a result of such activities;
iii. A plan that provides for and encourages citizen participation, with particular emphasis on participation by persons of low and moderate-incomes, residents of slum and blighted areas, and of areas in which funds are proposed to be used, and provides for participation of residents in low and moderate-income neighborhoods; iv. Reasonable and timely access to local meetings, information, and records relating to the grantee’s proposed use of funds, as required by the regulations of the Secretary, and relating to the actual use of funds under the ACT; v. Provide for public meetings to obtain citizen views and to respond to proposals and questions at all stages of the community development program, including at least the development of needs, the review of proposed activities and review of program performance.

Meeting shall be held after adequate notice, at times and locations convenient to potential or actual beneficiaries, and with accommodation for the disabled. (g). CITY shall develop a community development plan, for the period of this Agreement, which identifies community development and housing needs and specifies both short and long-term community development objectives.
(h). CITY certifies, to the best of its knowledge and belief, that:
i. No Federal appropriated funds have been paid or will be paid, by or on behalf of the CITY, to any person influencing or attempting to influence an officer or employee of any agency, a Member of Congress, an officer or employee of Congress, or an employee of a Member of Congress, in connection with the awarding of any Federal contract, the making of any Federal grant, the making of any Federal loan, the entering into of any cooperative agreement, and the extension, continuation, renewal, amendment or modification of any Federal contract, grant, loan or cooperative agreement.

3.A.10.b
Packet Pg. 224 Attachment: Cooperation Agreement for CDBG, HOME and ESG For Fiscal Years 2024-25, 2025-26, 2026-27 (Cooperation Agreement for Cooperation Agreement For CDBG, HOME And ESG Funds 2024-2026

Page 6 of 16 ends

1 2
3 4
5 6
7 8
9 10
11 12
13 14
15 16
17 18
19 20
21 22
23 24
25 26
27 28
ii. If any funds other than Federally-appropriated funds have been paid or will be paid to any person for influencing or attempting to influence an officer or employee of any agency, a Member of Congress, an officer or employee of Congress, or an employee of a Member of Congress, in connection with this Federal contract, grant, loan, or cooperative agreement, the undersigned shall complete and submit standard Form-LLL, "Disclosure Form to Report Lobbying", in accordance with its instructions.
iii. The CITY shall require that the language provided in Sections 4(e)(i) and 4(e)(ii) of this Agreement be included in the award documents for all sub-awards at all tiers (including subcontracts, sub- grants and contracts under grants, loans, and cooperative agreements) and that all sub-recipients shall certify and disclose accordingly. This certification is a material representation of fact upon which reliance was placed when this transaction was made or entered into.
(i). In accordance with Section 519 of Public Law 101-144, (the 1990 HUD Appropriations Act), the CITY certifies that it has adopted and is enforcing a policy prohibiting the use of excessive force by law enforcement agencies within its jurisdiction against any individuals engaged in non-violent civil rights demonstrations, and that it has adopted and is enforcing applicable State and local laws against physically barring entrance to, or exit from, a facility or location which is the subject of such non-violent civil rights demonstrations within its jurisdiction.

5. COMPLIANCE WITH POLICY AND PROGRAM OBJECTIVES.

The COUNTY’s Board of Supervisors have adopted policies and procedures to ensure efficient and effective administration of the CDBG, HOME and ESG programs. COUNTY will provide these policies and procedures to CITY within a reasonable time after this Agreement’s commencement date. COUNTY and City agree to comply with these said policies and program objectives and to take no actions to obstruct implementation of the approved 2024-2029 Five Year Consolidated Plan and the subsequent Five Year Consolidated Plan.

6. OTHER AGREEMENTS
Pursuant to Federal regulations at 24 CFR 570.501(b), CITY is subject to the same

3.A.10.b
Packet Pg. 225 Attachment: Cooperation Agreement for CDBG, HOME and ESG For Fiscal Years 2024-25, 2025-26, 2026-27 (Cooperation Agreement for Cooperation Agreement For CDBG, HOME And ESG Funds 2024-2026

Page 7 of 16 ends

1 2
3 4
5 6
7 8
9 10
11 12
13 14
15 16
17 18
19 20
21 22
23 24
25 26
27 28
requirements applicable to sub-recipients, including the requirement of a written agreement set forth in Federal regulations at 24 CFR 570.503. For each fiscal year during the term of this Agreement, COUNTY and CITY shall enter into an additional agreement, commonly known as a Supplemental Agreement, that will have a term coinciding with a CDBG Program Year and enumerate the project(s) CITY will implement with its entitlement funds. Said Supplemental Agreement will set forth the time schedule for completion of said project(s) and any funding sources, in addition to entitlement funds, that will be used in completing the project(s). If substantial compliance with the completion schedule, due to unforeseen or uncontrollable circumstances, cannot be met by CITY, the schedule for the project(s) may be extended by COUNTY. If COUNY determines that substantial progress toward drawdown of funds is not made during the term of the Supplemental Agreement, the entitlement funds associated with the project(s) may be reprogrammed by COUNTY, to other activities as determined by COUNTY, after COUNTY provides appropriate written notice to CITY. COUNTY's decision not to extend the completion schedule associated with the project(s), or to reprogram the entitlement funds associated with the project(s), will not excuse CITY from complying with terms of this Agreement.

7. DETERMINATION OF PROJECTS TO BE FUNDED AND
DISTRIBUTION OF ENTITLEMENT FUNDS.

CITY agrees to submit to COUNTY in writing, no later than the date specified by COUNTY prior to each program year, the activities that the CITY desires to implement with its entitlement funds, said designation to comply with statutory and regulatory provisions governing citizen's participation. Said designation is to be reviewed by the COUNTY's Housing and Workforce Solutions to determine that the projects are eligible under Federal regulations for funding and inclusion in the One Year Action Plan of the County’s Five-Year Consolidated Plan and consistent with both Federal and COUNTY policy governing use of Community Development Block Grant (CDBG) funds.

In the event that CITY fails to submit to COUNTY the identified activities that the CITY desires to implement with its entitlement funds by the date specified prior to each program year, the COUNTY may determine the activities to be funded, without consent of the CITY,

3.A.10.b
Packet Pg. 226 Attachment: Cooperation Agreement for CDBG, HOME and ESG For Fiscal Years 2024-25, 2025-26, 2026-27 (Cooperation Agreement for Cooperation Agreement For CDBG, HOME And ESG Funds 2024-2026

Page 8 of 16 ends

1 2
3 4
5 6
7 8
9 10
11 12
13 14
15 16
17 18
19 20
21 22
23 24
25 26
27 28
consistent with both Federal and COUNTY policy governing use of Community Development Block Grant (CDBG) funds.

Consistent with Sections 3, 4, 5, 6, and 7 of this Agreement, COUNTY's Board of Supervisors will make the final determination of the distribution and disposition of all CDBG funds received by COUNTY pursuant to the Act.

8. COMMUNITY DEVELOPMENT BLOCK GRANT MANUAL.

CITY warrants that those officers, employees, and agents, retained by it and responsible for implementing projects funded with CDBG have received, reviewed, and will follow the Community Development Block Grant Manual that has been prepared and amended by COUNTY, which Manual is incorporated herein and made a part hereof by this reference.

9. REAL PROPERTY ACQUIRED OR PUBLIC FACILITY
CONSTRUCTED WITH CDBG FUNDS.

When CDBG funds are used, in whole or in part, by CITY to acquire real property or to construct a public facility, CITY shall comply with the National Environmental Policy Act of 1969 (42 U.S.C. § 4321, et seq.), the California Environmental Quality Act (Cal. Pub. Resources Code § 21000, et seq.), the Uniform Relocation Assistance and Real Property Acquisition Policies Act of 1970 (42 U.S.C. § 4630, et seq.), and California Government Code Sections 7260 et seq., as those laws may be amended from time-to-time and any Federal or state regulations issued to implement the aforementioned laws.

In addition, the following is to occur:
(a) Title to the real property shall vest in CITY;
(b) The real property title will be held by or the constructed facility will be maintained by the CITY for the approved use until five years after the date that the project is reported as “Completed” within the annual Consolidated Annual Performance and Evaluation Report
(c) While held by CITY, the real property or the constructed facility is to be used exclusively for the purpose for which acquisition or construction was originally approved by COUNTY;

3.A.10.b
Packet Pg. 227 Attachment: Cooperation Agreement for CDBG, HOME and ESG For Fiscal Years 2024-25, 2025-26, 2026-27 (Cooperation Agreement for Cooperation Agreement For CDBG, HOME And ESG Funds 2024-2026

Page 9 of 16 ends

1 2
3 4
5 6
7 8
9 10
11 12
13 14
15 16
17 18
19 20
21 22
23 24
25 26
27 28
(d) CITY shall provide timely written notice to COUNTY of any action which would result in a modification or change in the use of the real property purchased or improved, in whole or in part, with CDBG or HOME funds from that planned at the time of acquisition or improvement, including disposition.
(e) CITY shall provide timely written notice to citizens and opportunity to comment on any proposed modification or change;
(f) Written approval from COUNTY must be secured if the property or the facility is to be put to an alternate use that is or is not consistent with Federal regulations governing CDBG funds;
(g) Should CITY desire during the five (5) year period to use the real property or the constructed facility for a purpose not consistent with applicable Federal regulations governing CDBG funds or to sell the real property or facility, then:
(i) If CITY desires to retain title, it will have to reimburse either COUNTY or the Federal government an amount that represents the percentage of current fair market value that is identical to the percentage that CDBG funds initially comprised to when the property was acquired or the facility was constructed;
(ii) If CITY sells the property or facility, or is required to sell the property or facility, CITY is to reimburse the COUNTY an amount that represents the percentage of proceeds realized by the sale that is identical to the percentage that CDBG funds comprised of the monies paid to initially acquire the property or construct the facility. This percentage amount will be calculated after deducting all actual and reasonable cost of sale from the sale proceeds.

10. DISPOSITION OF INCOME GENERATED BY THE EXPENDITURE
OF CDBG FUNDS.

CITY shall inform COUNTY in writing of any income generated by the expenditure of CDBG funds received by CITY from COUNTY. CITY may not retain program income so generated. Any and all program income shall be returned to the County and may only be used for eligible activities in accordance with all CDBG requirements, including all requirements for citizen participation.

3.A.10.b
Packet Pg. 228 Attachment: Cooperation Agreement for CDBG, HOME and ESG For Fiscal Years 2024-25, 2025-26, 2026-27 (Cooperation Agreement for Cooperation Agreement For CDBG, HOME And ESG Funds 2024-2026

Page 10 of 16 ends

1 2
3 4
5 6
7 8
9 10
11 12
13 14
15 16
17 18
19 20
21 22
23 24
25 26
27 28
The COUNTY is required by HUD to monitor and report the receipt and use of all program income. CITY is required to track, monitor, and report any and all program income as requested by COUNTY.

11. TERMINATION.

Except as provided for in Section 2, CITY and COUNTY cannot terminate or withdraw from this Agreement while it remains in effect.

12. NOTICES.

All correspondence and notices required or contemplated by this Agreement shall be delivered to the respective parties at the addresses set forth below and are deemed submitted two days after their deposit in the United States mail, postage prepaid:

COUNTY OF RIVERSIDE CITY OF
Heidi Marshall, Director Robert Johnson, City Manager
County of Riverside HWS City of San Jacinto
P.O. Box 1528 595 South San Jacinto Avenue
Riverside, CA 92502 San Jacinto, CA 92583

13. AGREEMENT ADMINISTRATION.

The City Manager in the case of the City of San Jacinto, and the Director of Housing and Workforce Solutions, in the case of the County of Riverside, or their designee, shall administer the terms and conditions of this Agreement for their respective city or county.

14. COOPERATION; FURTHER ACT.

The PARTIES shall cooperate fully with one another, and shall take any additional acts or sign any additional documents as may be necessary, appropriate or convenient to attain the purpose of the Agreement.

15. NO THIRD-PARTY BENEFICIARIES.

3.A.10.b
Packet Pg. 229 Attachment: Cooperation Agreement for CDBG, HOME and ESG For Fiscal Years 2024-25, 2025-26, 2026-27 (Cooperation Agreement for Cooperation Agreement For CDBG, HOME And ESG Funds 2024-2026

Page 11 of 16 ends

1 2
3 4
5 6
7 8
9 10
11 12
13 14
15 16
17 18
19 20
21 22
23 24
25 26
27 28
This Agreement is made and entered into for the sole protection and benefit of the PARTIES hereto and shall not create any rights in any third parties. No other person or entity shall have any right or action based upon the provisions of the Agreement.

16. SECTION HEADINGS.

The Section headings herein are for the convenience of the PARTIES only and shall not be deemed to govern, limit, modify or in any manner affect the scope, meaning or intent of the provisions or language of this Agreement.

17. FORMER AGREEMENTS UTILIZING COMMUNITY
DEVELOPMENT BLOCK GRANT FUNDS BETWEEN COUNTY AND CITY.

All agreements between CITY and COUNTY regarding the use of CDBG funds for fiscal years 1975-76 through fiscal years 2023-2024, and any Supplemental Agreements there under, shall remain in full force and effect. If the language of this Agreement is in conflict or inconsistent with the terms of any prior said agreements between CITY and COUNTY, the language of this Agreement will be controlling.

18. INDEMNIFICATION
CITY agrees to indemnify, defend, and hold harmless COUNTY and its authorized officers, employees, agents, and volunteers from any and all claims, actions, losses, damages, and/or liability arising from CITY acts, errors or omissions and for any costs or expenses incurred by COUNTY on account of any claim therefore, except where such indemnifications is prohibited by law. CITY shall promptly notify COUNTY in writing of the occurrence of any such claims, actions, losses, damages, and/or liability.

CITY shall indemnify and hold harmless COUNTY against any liability, claims, losses, demands, and actions incurred by COUNTY as a result of the determination by HUD or its successor that activities undertaken by CITY under the program(s) fail to comply with any laws, regulations, or policies applicable thereto or that any funds billed by and disbursed to CITY under this Agreement were improperly expended.

19. COMPLIANCE WITH LAWS AND REGULATIONS.

3.A.10.b
Packet Pg. 230 Attachment: Cooperation Agreement for CDBG, HOME and ESG For Fiscal Years 2024-25, 2025-26, 2026-27 (Cooperation Agreement for Cooperation Agreement For CDBG, HOME And ESG Funds 2024-2026

Page 12 of 16 ends

1 2
3 4
5 6
7 8
9 10
11 12
13 14
15 16
17 18
19 20
21 22
23 24
25 26
27 28
By executing this Agreement, the Parties hereby certify that they will adhere to and comply with all Federal, state and local laws, regulations and ordinances.

20. ENTIRE AGREEMENT.

It is expressly agreed that this Agreement embodies the entire agreement of the Parties in relation to the subject matter hereof, and that no other agreement or understanding, verbal or otherwise, relative to this subject matter, exists between the Parties at the time of execution.

21. SEVERABILITY.

Each paragraph and provision of this Agreement is severable from each other provision and in the event any provision in this Agreement is held by a court of competent jurisdiction to be invalid, void, or unenforceable, the remaining provision will never the less continue in full force without being impaired or invalidated in any way.

22. ASSIGNMENT.

CITY shall not make any sale, assignment, conveyance or lease of any trust or power, or transfer in any other form with respect to this Agreement, or delegate or assign any interest in this Agreement without prior written approval of the County.

23. INTERPRETATION AND GOVERNING LAW.

This Agreement and any dispute arising hereunder shall be governed by and interpreted in accordance with the laws of the State of California. This Agreement shall be construed as a whole according to its fair language and common meaning to achieve the objectives and purposes of the Parties hereto, and the rule of construction to the effect that ambiguities are to be resolved against the drafting Party shall not be employed in interpreting this Agreement, all Parties having been represented by counsel in the negotiation and preparation hereof.

24. WAIVER.

Failure by a Party to insist upon the strict performance of any of the provisions of this Agreement by the other Party, or the failure by a Party to exercise its rights upon the default of the other Party, shall not constitute a waiver of such Party’s right to insist and demand strict compliance by the other Party with the terms of this Agreement thereafter.

3.A.10.b
Packet Pg. 231 Attachment: Cooperation Agreement for CDBG, HOME and ESG For Fiscal Years 2024-25, 2025-26, 2026-27 (Cooperation Agreement for Cooperation Agreement For CDBG, HOME And ESG Funds 2024-2026

Page 13 of 16 ends

1 2
3 4
5 6
7 8
9 10
11 12
13 14
15 16
17 18
19 20
21 22
23 24
25 26
27 28

25. JURISDICTION AND VENUE.

Any action at law or in equity arising under this Agreement or brought by a Party hereto for the purpose of enforcing, construing or determining the validity of any provision of this Agreement shall be filed in the Superior Court of California, County of Riverside, State of California, and the Parties hereto waive all provisions of law providing for the filing, removal or change of venue to any other court or jurisdiction.

26. AMENDMENTS
No change, amendment, or modification to the Agreement shall be valid or binding upon CITY or COUNTY unless such change, amendment, or modification is in writing and duly executed. CITY and COUNTY agree to adopt any necessary amendments to this Agreement to incorporate changes required by HUD as set forth in the Urban County Qualification Notice.

Amendments must be submitted to HUD as provided in the Urban County Qualification Notice and failure to do so will void the automatic renewal for such qualification period.

27. PROHIBITION OF CDBG FUND TRANSFER
The CITY may not sell, trade, or otherwise transfer all or any portion of the CDBG funds to another such cooperating city, metropolitan city, urban county, or Indian tribe, that directly receives CDBG funds in exchange for any other funds, credits, or non-Federal considerations. CITY must use the CDBG funds for activities eligible under Title I of the ACT.

28. EMERGENCY SOLUTIONS GRANT FORMULA ALLOCATION
CITY acknowledges that while participating in the COUNTY’s Urban County program, CITY can only receive a formula Emergency Solutions Grant (ESG) allocation from the Urban County program and only at such times as authorized by the Board of Supervisors. The CITY and COUNTY may also apply for ESG funds from the State of California, if permitted by the State.

29. HOME INVESTMENT PARTNERSHIP ACT FORMULA

ALLOCATION
CITY acknowledges that while participating in the COUNTY’s Urban County program, CITY can only receive a formula HOME allocation from the Urban County program

3.A.10.b
Packet Pg. 232 Attachment: Cooperation Agreement for CDBG, HOME and ESG For Fiscal Years 2024-25, 2025-26, 2026-27 (Cooperation Agreement for Cooperation Agreement For CDBG, HOME And ESG Funds 2024-2026

Page 14 of 16 ends

1 2
3 4
5 6
7 8
9 10
11 12
13 14
15 16
17 18
19 20
21 22
23 24
25 26
27 28
and only at such times as authorized by the Board of Supervisors. The CITY and COUNTY may also apply for HOME funds from the State of California, if permitted by the State.

30. AUTHORITY TO EXECUTE.

The persons executing this Agreement or exhibits attached hereto on behalf of the Parties to this Agreement hereby warrant and represent that they have the authority to execute this Agreement and warrant and represent that they have the authority to bind the respective Parties to this Agreement to the performance of its obligations hereunder.

31. INCORPORATION OF RECITALS
The Parties hereby affirm the facts set forth in the recitals above. Said recitals are incorporated herein and made an operative part of this Agreement.

32. COUNTERPARTS
This Agreement may be executed in multiple counterparts, each of which shall be deemed an original, but all of which, together, shall constitute one and the same instrument. [SIGNATURES ON FOLLOWING PAGE]

3.A.10.b
Packet Pg. 233 Attachment: Cooperation Agreement for CDBG, HOME and ESG For Fiscal Years 2024-25, 2025-26, 2026-27 (Cooperation Agreement for Cooperation Agreement For CDBG, HOME And ESG Funds 2024-2026

Page 15 of 16 ends

1 2
3 4
5 6
7 8
9 10
11 12
13 14
15 16
17 18
19 20
21 22
23 24
25 26
27 28
IN WITNESS WHEREOF, the COUNTY and CITY have executed this Agreement on the date shown below.

Date: _______________________

COUNTY OF RIVERSIDE, CITY OF SAN JACINTO,
a political subdivision of the a Council - Manager, general law city State of California
BY: ____________________________ BY: _________________________ Heidi Marshall, Director Mayor
Housing and Workforce Solutions
APPROVED AS TO FORM: ATTEST:

Minh C. Tran, County Counsel
BY: ________________________
By: __________________________________ City Clerk
Paula S. Salcido, Deputy County Counsel

APPROVED AS TO FORM:

BY: __________________________
City Attorney

3.A.10.b
Packet Pg. 234 Attachment: Cooperation Agreement for CDBG, HOME and ESG For Fiscal Years 2024-25, 2025-26, 2026-27 (Cooperation Agreement for Cooperation Agreement For CDBG, HOME And ESG Funds 2024-2026

Page 16 of 16 ends

1 2
3 4
5 6
7 8
9 10
11 12
13 14
15 16
17 18
19 20
21 22
23 24
25 26
27 28

COUNTY COUNSEL CERTIFICATION
The Office of County Counsel of the County of Riverside hereby certifies that the terms and provisions of this Agreement are fully authorized under state and local law and that the Agreement provides full legal authority for the COUNTY to undertake, or assist in undertaking, essential community development and housing assistance activities specifically urban renewal and publicly assisted housing.

Minh C. Tran
County Counsel
By:

Deputy, Paula S. Salcido

3.A.10.b
Packet Pg. 235 Attachment: Cooperation Agreement for CDBG, HOME and ESG For Fiscal Years 2024-25, 2025-26, 2026-27 (Cooperation Agreement for July 18, 2023
TO: City Council
REQUESTED BY: Craig Hayes,
APPROVED BY: Robert A. Johnson, City Manager
SUBJECT: City Manager Salary Adjustment
RECOMMENDATION:

That the City Council authorize a 5% annual adjustment to the City Manager’s base salary along with a yearly cost of living adjustment of 5% and approve a contract amendment effective July 1, 2023, to document the adjustment.

DISCUSSION:

In 2019, the City Council approved a five-year contract extension with City Manager Robert Johnson. The contract requires the City Council to hold an annual performance review and provide an annual adjustment if the City Council determines the City Manager’s performance to be at least satisfactory.

On June 20, 2023, the City Council completed the City Manager’s performance evaluation and directed the City Attorney to offer a 5% contractual adjustment along with a yearly cost of living adjustment of 5%. The increase will be effective as of July 1, 2023.

The Brown Act requires that prior to taking final action, the City Council shall orally report a summary of a recommendation for executive salary. The City Attorney will therefore provide an oral report of the proposed adjustment at the meeting.

FISCAL IMPACT:

The 5% increase and 5% cost of living adjustment will adjust the City Manager’s monthly salary to $23,170.18.

ATTACHMENTS:

City Manager Employment Agreement (with prior Amendments) Fourth Amendment to Employment Agreement
ATTACHMENTS:

Employment Agreement - Rob Johnson
1st Amend Rob Johnson Contract
2nd Amend Rob Johnson Contract
3rd Amend Rob Johnson Contract
4th Amendment to City Manager Contract (June 2023)

3.A.11
Packet Pg. 236
- 1 -
24438.20000\29468190.5

EMPLOYMENT AGREEMENT

CITY MANAGER
THIS EMPLOYMENT AGREEMENT (“Agreement”) is entered into as of July 1, 2019, between the City of San Jacinto, a municipal organization organized under the laws of the State of California (“City”) and Robert A. Johnson (“City Manager” or “Employee”). City and City Manager are sometimes individually referred to as “Party” and collectively as “Parties.” The Parties hereby mutually agree and promise as follows:

I. TERM
The City hereby employs the Employee as City Manager commencing on February 7, 2019, and continuing through June 30, 2025 (“Term”). Upon expiration of this Term, this Agreement shall automatically renew for a period of one (1) year unless written notice expressing one Party’s intention to terminate this Agreement is provided to the other Party by June 30, 2024. Following this initial automatic renewal period, this Agreement shall be automatically renewed for additional one-year periods on an ongoing basis unless written notice expressing one Party’s intention to terminate this Agreement is provided to the other Party no less than one year prior to the expiration of whichever one year period is in effect at that time.

II. SALARY
Employee shall be entitled to no salary or compensation (other than the fringe benefits set forth in Section IX below) except as stated in this Section II as follows:

Employee’s base salary shall be $18,547.30 per month, effective July 1, 2019. Employee shall be compensated on a pro rata basis of his base salary for the first and last months of his employment. Employee shall be paid pursuant to the procedures regularly established and as they may be amended by the City in its sole discretion. In addition to the base salary, Employee shall receive a one-time signing bonus at the time of execution of this Agreement, in the amount of $4,000.00.

On about July 1, 2020, and on each anniversary thereafter, the City Council shall consider, and when warranted award the Employee, an annual salary increase. Such increase shall be awarded at the City Council’s discretion, based on the City Council’s most recent personnel evaluation of Employee. Any salary increase shall be conditioned on the City Council’s most recent personnel evaluation resulting in a finding that Employee has satisfactorily performed all job duties. Each annual salary increase may be up to four (4) percent of Employee’s base salary at the time of such evaluation. The annual increase pursuant to this section shall be inclusive of all cost of living adjustments, and Employee shall not be entitled to any separate or additional amount as a cost of living adjustment.

Annual adjustments to salary shall be effective as of July 1 of the respective year of the adjustment. The annual adjustment shall not be implemented unless set forth in a written amendment to this Agreement, signed by both parties, that the City Council duly approves in an open session.

3.A.11.a
Packet Pg. 237 Attachment: Employment Agreement - Rob Johnson (City Manager Salary Adjustment) - 2 -
24438.20000\29468190.5
III. DUTIES
Employee shall perform the duties of the City Manager as prescribed by Section 2.12.060 of the San Jacinto Municipal Code. In addition to the powers and duties set forth in the Municipal Code, the City Manager shall have such powers and duties which are delegated to him by the City Council. The City Manager shall execute all powers and duties in accordance with the policies adopted by the City Council and the State of California Government Code.

IV. CITY MANAGER AND COUNCIL RESPONSIBILITIES
The City Manager shall be the Chief Executive Officer of the City. As such, the City Manager shall have the responsibility for implementing City Council policy, whereas the City Council shall retain the responsibility for formulating and adopting said policy.

The City Council and its members shall deal with the administrative services of the City only through the Employee, except for the purpose of inquiry. Neither the City Council nor any member thereof shall give orders to any subordinate of the Employee. Employee shall take direction only from a majority of the City Council as expressed at a duly noticed Brown Act meeting. Employee shall not be required to take direction from individual City Councilmembers or less than a majority of Councilmembers.

V. OTHER DUTIES
The City Manager (or his designee) shall: (1) review all policies proposed to the City Council and make appropriate recommendations to the Council; (2) periodically evaluate employees as provided for by California law and City policy; (3) advise the Council of possible sources of funds that might be available to implement present or contemplated City programs or services; (4) maintain and improve his professional competence by available means, including subscription to and reading of appropriate periodicals, and joining and participating in appropriate professional associations and their activities; (5) establish and maintain an appropriate community relations program; and (6) serve as liaison between the Council and as its designated representative with respect to all employer-employee matters, and make recommendations to the Council concerning those matters. Notwithstanding that a designee of the City Manager may perform said duties, the City Manager shall be the person ultimately responsible to the Council for the proper implementation of the duties and responsibilities described in this Agreement.

VI. OUTSIDE PROFESSIONAL ACTIVITIES
The Employee, with prior approval of the City Council, may undertake outside professional activities for compensation, including consulting, teaching, training, speaking and writing provided they do not interfere with Employee's normal duties and are done only during nonbusiness hours, personal leave or holiday time of Employee and are not done with any existing vendors or contractors of the City. Under no circumstances shall such outside activities create a conflict of interest with the duties of the City Manager and the interests of the City.

Notwithstanding the above, Employee shall not undertake any such outside professional activities

3.A.11.a
Packet Pg. 238 Attachment: Employment Agreement - Rob Johnson (City Manager Salary Adjustment) - 3 -
24438.20000\29468190.5
without first consulting with the Mayor and providing the City Council an opportunity to confirm that said outside activities do not interfere with his normal duties and do not create any such conflict of interest.

VII. EVALUATION
Employee shall meet with the City Council in closed session annually, beginning on or about July 1, 2020, to review the Employee's performance and to discuss the City Council's evaluation of said performance. It shall be Employee’s obligation to remind City Council of the need to conduct this annual performance evaluation. Additional closed sessions may be scheduled at the direction of the City Council to discuss the Employee’s performance as deemed necessary by the City Council.

VIII. TERMINATION
The Employee shall serve at the will and pleasure of the City Council and may be removed from office (terminated) at any time for any reason or no reason upon a majority vote of the City Council. Nothing in this Agreement shall prevent the City Council from terminating this Agreement and the services of the Employee at its sole discretion.

A. Termination without Cause
(i) Termination with Advance Notice. In the event Employee is terminated by the City without cause during the term of this Agreement, during which time Employee is willing and able to perform his duties under this Agreement, the City shall provide Employee with sixty (60) days’ written notice prior to the effective date of termination. Upon termination, City shall provide Employee with: (1) nine (9) months’ salary; and (2) continuation of all existing health benefits currently offered the Employee, for the lesser of nine (9) months or until Employee finds other employment, whichever occurs first. In no event shall the amount of salary paid as severance exceed the value of nine (9) months’ salary (or an adjusted amount as set forth below) or the value of salary remaining to be paid on the unexpired Term or successive period of this Agreement, whichever is less. (The salary and benefits shall be referred to collectively as “Severance Pay.”)
(ii) Termination without Advance Notice. In lieu of termination with notice as set forth in Subsection (i) above, the City may immediately terminate Employee from his employment without advance notice, in which case the Severance Pay shall be (1) nine (9) months’ salary; and (2) continuation of all existing health benefits currently offered the Employee, for the lesser of six (6) months or until Employee finds other employment, whichever occurs first. In no event shall the amount of salary paid as Severance Pay exceed the value of nine (9) months’ salary (or an adjusted amount as set forth below) or the value of salary remaining to be paid on the unexpired Term or successive period of this Agreement, whichever is less.

3.A.11.a
Packet Pg. 239 Attachment: Employment Agreement - Rob Johnson (City Manager Salary Adjustment) - 4 -
24438.20000\29468190.5
(iii) Beginning in fiscal year 2021/2022, the amount of Severance Pay shall be increased by one (1) month each year effective on the first day of the fiscal year. For example, in fiscal years 2019/2020 and 2020/2021, the Severance Pay shall be 9 months, and then on July 1, 2021, the Severance Pay shall increase to 10 months; on July 1, 2022, the Severance Pay shall increase to 11 months. The maximum Severance Pay shall be 12 months, and once Employee obtains 12 months, no additional months shall be added. (iv) Notwithstanding Subsections (i) and (ii) above, should there be less than the applicable number of months of Severance Pay remaining on the unexpired term of this Agreement, the Severance Pay shall instead be equal to the number of months left on the unexpired Term or successive period of this Agreement.
(v) In exchange for Severance Pay under either Subsections (i) or (ii) above, the Employee hereby expressly waives any right he may have under any applicable law, City policy, or otherwise to appeal or grieve his termination and the terms of this Agreement.

B. Termination for Cause
In the event that it is determined that the Employee has been terminated for cause, the Employee shall not be entitled to any Severance Pay. Termination shall be “for cause” if Employee: (i) acts in bad faith and to the detriment of the City; (ii) refuses or fails to act in accordance with any specific direction or order of the City Council; (iii) exhibits misconduct or dishonesty in regard to his employment or v) is determined to have mislead the City Council or engaged in any dishonesty during the application process or his interview with the City Council prior to his appointment as City Manager; (v) engages or is found to have engaged in any misconduct outside of his employment with the City that materially impacts the City’s reputation; or (vi) is convicted of either a misdemeanor that materially impacts the City’s reputation or Employee’s ability to perform his duties or felony crime. The removal of the Employee from office pursuant to this paragraph shall be only on a majority vote of the whole City Council. In case of his intended removal, the Employee shall be furnished with a written notice stating the City Council's intention to remove him and the reasons therefore, at least thirty (30) days before the effective date of removal. Within seven (7) days after the furnishing of the Employee of such notice, he may, by writing, addressed to the City Council and delivered to the City Clerk, request a hearing before the City Council. Thereupon, the Mayor shall fix a time for such public hearing.

Such hearing shall be held at the usual meeting place of the City Council, before the expiration of the aforesaid thirty (30) day period and the Employee shall attend and be heard. After furnishing the Employee with written notice of his intended removal from office, the City Council may suspend him from further duty, but his compensation shall continue until his removal by motion of the City Council, duly made and passed following the close of the public hearing. This Section VIII of this Agreement is mutually agreed to by the City Council and Employee in lieu of Municipal Code sections 2.12.080(B), pursuant to San Jacinto Municipal Code section 2.12.100.

3.A.11.a
Packet Pg. 240 Attachment: Employment Agreement - Rob Johnson (City Manager Salary Adjustment) - 5 -
24438.20000\29468190.5
C. Resignation
If Employee desires to resign from his position, he will provide the City Council with at least sixty (60) calendar days' notice, in writing. In the event that the Employee resigns from his employment with the City, the Employee shall not be entitled to any Severance Pay.

D. Abuse of Office
Pursuant to Government Code Sections 53243, 53243.1 and 53243.2, if City Manager is convicted of a crime involving an abuse of his office or position, all of the following shall apply:
(1) if City Manager is provided with administrative leave pay pending an investigation, City Manager shall be required to fully reimburse City such amounts paid; (2) if City pays for the criminal legal defense of City Manager (which would be in its sole discretion, as it is generally not obligated to pay for a criminal defense), City Manager shall be required to fully reimburse City such amounts paid; and (3) if this Agreement is terminated, any Severance Pay and Severance Benefits related to the termination that City Manager may receive from City shall be fully reimbursed to City or void if not yet paid to City Manager. For purposes of this Section, abuse of office or position means either: (1) an abuse of public authority, including waste, fraud, and violation of the law under color of authority; or (2) a crime against public justice, including, but not limited to, a crime described in Title 7 (commencing with Section 92) of Part 1 of the Penal Code. In addition to the salary and compensation in Section II, above, Employee shall be entitled only to the following fringe benefits:

IX. FRINGE BENEFITS
In addition to the salary and compensation in Section II, above, Employee shall be entitled only to the following fringe benefits:

A. Time Off
Employee shall be provided with paid time off as follows:
(i) Vacation time to be accrued on a pro rata basis each pay period at the rate of 160 hours per year.
(ii) Sick Leave accruing on a pro rata basis each pay period at a rate of 96 hours per year. Sick leave may accrue up to a maximum of 960 hours. Upon completion of two years of service with the City, Employee may sell back to the City up to 96 hours of sick leave at the end of each calendar year, provided that after selling back any sick leave, Employee still retains a balance of 100 hours.
(iii) Management leave accruing on a pro rata basis each pay period at a rate of 96 hours per year, which is in addition to sick leave and vacation time. Management leave time carries over for twelve (12) months and if not used during that period or the subsequent year, it expires. It may not be cashed out upon separation from employment.

3.A.11.a
Packet Pg. 241 Attachment: Employment Agreement - Rob Johnson (City Manager Salary Adjustment) - 6 -
24438.20000\29468190.5
(iv) Paid holidays as follows: New Year's Day, Martin Luther King Day, President's Day, Memorial Day, Independence Day, Labor Day, Veterans' Day, Thanksgiving Day, Christmas Eve, Christmas Day, New Year’s Eve, and for each six month period or portion thereof one (1) floating holiday.

B. Retirement
Employee shall be enrolled in the City’s retirement program through CalPERS consistent with the City’s existing contract with CalPERS for such benefits and applicable law. In this regard, it is understood that Employee will be a “classic” CalPERS member under Tier II of the City’s contract with CalPERS, which provides for a retirement formula of 2% at 55.

C. Health/Dental/Vision Insurance
Employee shall be eligible to enroll in the City’s health, dental, and vision plans to the same extent as and under the same terms of other management employees.

D. Cafeteria Benefit (Non-Health)
Employee shall be entitled to participate in the non-health cafeteria benefit to the extent and under the same rules that said benefit is also provided to management employees.

E. Life Insurance
The City shall provide employee with life insurance to the same extent as and under the same terms of other management employees.

F. Professional Membership
Upon approval by the City Council, the City will pay dues for Employee’s membership in professional associations related to his position as City Manager or that are in the City’s interests.

G. Automobile Allowance
City shall provide Employee with an automobile allowance of six hundred dollars ($600) per month, or portion thereof.

H. Cellular Phone Allowance
City shall provide Employee with the use of a cellular phone or a cellular phone allowance of one hundred fifty dollars ($150) per month, or portion thereof. The cellular phone shall not be used by persons other than the Employee. The Employee may use the cellular phone for incidental personal purposes, consistent with the City's adopted electronic device policy or other applicable policies. The City shall also provide for maintenance, repair and replacement costs of said cellular phone, in accordance with City policy.

3.A.11.a
Packet Pg. 242 Attachment: Employment Agreement - Rob Johnson (City Manager Salary Adjustment) - 7 -
24438.20000\29468190.5
X. GENERAL PROVISIONS
A. Any modifications of this Agreement will be effective only if made in writing and signed by both the Employee and the City.

B. The salary and compensation set forth in Section II and the fringe benefits set forth in Section IX shall be the exclusive consideration provided to Employee under this Agreement.

Employee shall not be entitled to any additional compensation, salary increases, or fringe benefits provided to any other city employees or bargaining groups unless this Agreement is duly amended to incorporate such provision.

C. All compensation, benefits and comparable payments to be provided to the Employee under this Agreement shall be less withholdings required by law. The compensation, benefits and comparable payments set forth in this Agreement shall be provided subject to any rules, regulations, agreements, or policies established for the City’s management group, as of the date of this Agreement.

D. This Agreement supersedes any and all other agreements, either oral or written, between the Parties hereto with respect to the employment of the Employee by the City and contains all of the covenants and agreements between the Parties with respect to the employment of the Employee by the City.

E. Each Party agrees and acknowledges that no representations, inducements, promises or agreements, orally or otherwise, have been made by any Party, or anyone acting on behalf of any Party, which are not embodied herein and that any agreement, statement, or promise not contained in this Agreement shall not be valid or binding on either Party.

F. If any provision of this Agreement is held by a Court of competent jurisdiction to be invalid, void or unenforceable, the remaining provisions shall nevertheless continue in full force and effect without being impaired or invalidated in any way.

3.A.11.a
Packet Pg. 243 Attachment: Employment Agreement - Rob Johnson (City Manager Salary Adjustment) - 8 -
24438.20000\29468190.5

CITY OF SAN JACINTO
By: ___________________________
Russ Utz
Mayor
Dated: ___________________________
Attest: ___________________________
Angela Walton, City Clerk
APPROVED AS TO FORM:

BEST BEST KRIEGER, LLP
___________________________
Michael J. Maurer, City Attorney
ROBERT A. JOHNSON
By:

Robert A. Johnson
Dated: ___________________________

3.A.11.a
Packet Pg. 244 Attachment: Employment Agreement - Rob Johnson (City Manager Salary Adjustment)

3.A.11.b
Packet Pg. 245 Attachment: 1st Amend Rob Johnson Contract (City Manager Salary Adjustment)

3.A.11.c
Packet Pg. 246
Attachment: 2nd Amend Rob Johnson Contract (City Manager Salary Adjustment)

3.A.11.d
Packet Pg. 247
Attachment: 3rd Amend Rob Johnson Contract (City Manager Salary Adjustment)

FOURTH AMENDMENT TO EMPLOYMENT AGREEMENT CITY MANAGER
(July 1, 2023, Salary Adjustment)
A. The City of San Jacinto (“City”) entered into an Employment Agreement, effective July 1, 2019, with Robert A. Johnson to serve as the City Manager of the City; and B. The City entered into a First Amendment to the Employment Agreement, effective July 1, 2020, with Robert A. Johnson to grant a 4% annual salary adjustment as set forth in section II of the Employment Agreement; and
C. The City entered into a Second Amendment to the Employment Agreement, effective July 1, 2021, with Robert A. Johnson to grant a 4% annual salary adjustment as set forth in section II of the Employment Agreement; and
D. The City entered into a Third Amendment to the Employment Agreement, effective July 1, 2022, with Robert A. Johnson to grant a 5% annual salary adjustment as set forth in section II of the Employment Agreement; and
E. Pursuant to the Employment Agreement, the City Council recently held an annual performance evaluation and determined that Mr. Johnson has met the prerequisites for an annual salary adjustment; and F. The City Council grants a 5% annual salary adjustment that is to be set forth in section II of the Employment Agreement; and
G. The City Council grants Robert A. Johnson a yearly Cost of Living Adjustment (“COLA”) of 5% effective July 1, 2023.

Now therefore, the Parties mutually agree and promise as follows:

1. Employee’s base salary, to be set forth in Section II of the Employment Agreement, shall be amended to be $23,170.18 per month, effective July 1, 2023.

2. All other terms and conditions shall remain unmodified and in full force and effect.

CITY OF SAN JACINTO ROBERT A. JOHNSON
By:_________________________________
Alonso Ledezma, Mayor
Attest: ______________________________
Julia Espinoza, City Clerk
By: ________________________________
Robert A. Johnson
APPROVED AS TO FORM:
___________________________________
Craig Hayes, City Attorney
Best Best & Krieger

3.A.11.e
Packet Pg. 248 Attachment: 4th Amendment to City Manager Contract (June 2023) (City Manager Salary Adjustment) July 18, 2023
TO: City Council
REQUESTED BY: Erika Gomez, Finance Director
APPROVED BY: Robert A. Johnson, City Manager
SUBJECT: CFD 2020-1 Annex 10 Public Hearing - Monte Vista

RECOMMENDATION
Staff recommends that the City Council:

1. HOLD the Public Hearing related to the Annexation of Territory into CFD 2020-1.

2. ADOPT Resolution No. 3991, calling a Special Election and authorizing the annexation of territory into CFD 2020-1 and the levy of a Special Tax, and submitting the levy of Special Tax to the Qualified Electors.

3. CALL upon the City Clerk to conduct the Special Annexation Landowner Election.

4. ADOPT Resolution No. 3992, declaring the results of a Special Annexation Landowner Election and directing the recording of an amended Notice of Special Tax Lien.

5. INTRODUCE Ordinance No. 23-12, levying a Special Tax within CFD 2020-1, including Annexation No. 10, for a first reading:

ORDINANCE OF THE CITY COUNCIL OF THE CITY OF SAN JACINTO

AUTHORIZING THE LEVY OF SPECIAL TAXES IN A COMMUNITY

FACILITIES DISTRICT, INCLUDING CERTAIN ANNEXATION
TERRITORY IDENTIFIED AS ANNEXATION NO. 10 (TAX ZONE NO. 11), INTO SAN JACINTO COMMUNITY FACILITIES DISTRICT NO. 2020-1.

DISCUSSION:

The City Council and Planning Commission have identified the need for a financing mechanism for maintenance and services on improvements related to new development within the City. In response to the need for additional funding for such maintenance and services, the City Council formed Community Facilities District 2020-1 (the "CFD") and approved the levy of special taxes therein. The CFD provides funding for services including, but not limited to, the maintenance of landscaped areas, parkways, and median improvements throughout the CFD, and the maintenance and servicing of streetlights, traffic signals, and appurtenant facilities (the "Services"). The Rate and Method of Apportionment ("RMA") of the CFD defines multiple types of property that may be levied a special tax and utilizes tax zones to allow future

4.1 Packet Pg. 249
development to annex to the CFD rather than forming a new CFD for each new development.

The RMA also defines a Contingent Special Tax, which would be levied only if the developer failed to perform landscape maintenance to the City's standards.

The City will utilize the CFD as a tool to tax new development for the direct costs associated with the Services. The use of the CFD provides additional funds to mitigate the added cost of providing the Services to new development. Based upon a petition from the property owner, the City Council declared its intention to annex this territory – commonly known as the site of Monte Vista Homes’ new 36-unit residential development located approximately 350 feet north of the northwest corner of Kirby St and Esplanade Ave – into CFD 2020-1 by adopting Resolution No. 3972 at their meeting of June 6, 2023, which also established the Public Hearing date to tonight.

The City Clerk has received the ballots necessary to declare the results of the Special Election.

FISCAL IMPACT:

The annexation of territory into the CFD will assist in mitigating the cost of providing the Services. In Fiscal Year 2023/2024, it is anticipated that the CFD will collect $7,740 in special tax revenue based upon full project buildout and, if applicable, $22,896 in Contingent Special Tax revenue.

ATTACHMENTS:

Resolution No. 3991 -Calling Election for CFD 2020-1 Annex. No. 10 Resolution No. 3992 - Declaring Results for CFD 2020-1 Annex. No. 10 Ordinance No. 23-12 - CFD 2020-1 Annex. No. 10

4.1 Packet Pg. 250
Resolution No. 3991

Page 1 of 7 ends

RESOLUTION NO. 3991

STATE OF CALIFORNIA)
COUNTY OF RIVERSIDE) ss

CITY OF SAN JACINTO)

RESOLUTION OF THE CITY COUNCIL OF THE CITY OF

SAN JACINTO CALLING SPECIAL ELECTION AND

SUBMITTING TO THE QUALIFIED ELECTORS OF

TERRITORY PROPOSED TO BE ANNEXED TO SAN
JACINTO COMMUNITY FACILITIES DISTRICT NO. 2020-1

THE QUESTION OF LEVYING SPECIAL TAXES WITHIN
THAT TERRITORY (ANNEXATION NO. 10 TO CFD 2020-1
(TAX ZONE NO. 11))
WHEREAS, the City Council (the “City Council”) of the City of San Jacinto (the “City”) has heretofore conducted proceedings for the establishment of and has established San Jacinto Community Facilities District No. 2020-1, County of Riverside, State of California (the “District”) for the purpose of levying special taxes on parcels of taxable property therein for the purpose of providing certain services which are necessary to meet increased demands placed upon the City as a result of the development of said real property; and
WHEREAS, the City Council is authorized by Article 3.5 (commencing with Section 53339) of Chapter 2.5 of Part 1 of Division 2 of Title 5 of the California Government Code, commonly known as the “Mello-Roos Community Facilities Act of 1982,” (the “Act”) to annex territory to the District by complying with the procedures set forth in said Article 3.5; and
WHEREAS, on June 6, 2023, the City Council adopted Resolution No. 3972, a resolution of intention to annex territory to the District pursuant to Section 53339.2 of the California Government Code, determining that the public convenience and necessity require that certain property, consisting of approximately 5.60 acres, be annexed to the District and containing all of the matters prescribed by Section 53339.3 of said Code, and fixing 6:30 p.m., or as soon thereafter as the matter may be heard, on July 18, 2023, in the San Jacinto Community Center, located at 625 S. Pico Avenue, San Jacinto, California, as the time and place for a hearing upon said resolution; and WHEREAS, pursuant to said resolution, the City Clerk has published and mailed notice of the time and place of said hearing as required by Section 53339.4 of said Code; and

4.1.a
Packet Pg. 251 Attachment: Resolution No. 3991 -Calling Election for CFD 2020-1 Annex. No. 10 (CFD 2020-1 Annex 10 Public Hearing - Monte Vista) Resolution No. 3991

Page 2 of 7 ends

WHEREAS, on July 18, 2023, at the time and place of said hearing, the City Council afforded all interested persons for or against the annexation of said property to the District an opportunity to present testimony and to protest against the proposed annexation of said property to the District, and no protests, either oral or in writing, were received; and
WHEREAS, pursuant to Section 53339.7 of said Code, the City Council may now submit the question of levying a special tax within the territory proposed to be annexed to the District to the qualified electors within that territory.

NOW, THEREFORE, BE IT RESOLVED, determined and ordered by the City Council of the City of San Jacinto, as follows:

Section 1. Findings. The City Council finds that: (i) the foregoing recitals are correct; (ii) less than 12 persons have been registered to vote within the territory proposed to be annexed to the District during the 90 days preceding the close of the public hearing held on July 18, 2023, and no persons are registered to vote therein; (iii) pursuant to Section 53326 of the California Government Code, as a result of the findings set forth in clause (ii) above, the vote in the special election called by this resolution shall be by the landowners of the territory proposed to be annexed to the District whose property would be subject to the special taxes if they were levied at the time of the election, and each landowner shall have one vote for each acre, or portion thereof, which he or she owns within said territory which would be subject to the proposed special taxes if they were levied at the time of the election; and (iv) pursuant to said Section 53326, the special election must be held at least 90 days, but not more than 180 days following the date of the adoption of this resolution, unless such time periods are waived with the unanimous waiver of the qualified electors. All of the qualified electors in the territory to be annexed waived the time limits and election formalities of the special election.

Section 2. Special Election. A special election is called for and shall be held on July 18, 2023, for the purpose of submitting to the qualified electors of the territory proposed to be annexed to the District the question of whether special taxes shall annually be levied within said territory to pay the costs of (a) the maintenance of landscaped areas, parkways and medians improvements throughout the District and public rights-of-way, including, but not limited to, street trees, fencing, irrigation systems, sidewalks, drainage systems, graffiti removal, replacement, furnishing of water, electric current or energy, gas, or other illuminating agent for the operation of any improvement within the District; and (b) the maintenance and servicing of streetlights, traffic signals and appurtenant facilities, including, but not limited to furnishing of electric current, materials, contracted services, and the necessary maintenance, replacement, and repair required to keep the improvements in operational and satisfactory condition; and (c) any other services authorized under the Mello-Roos Community Facilities Act of

4.1.a
Packet Pg. 252 Attachment: Resolution No. 3991 -Calling Election for CFD 2020-1 Annex. No. 10 (CFD 2020-1 Annex 10 Public Hearing - Monte Vista) Resolution No. 3991

Page 3 of 7 ends

1982, the costs associated with the determination of the amount of and levy and collection of special taxes which will be levied to provide the services, and costs otherwise incurred in order to carry out the authorized purposes of the District pursuant to the Rates and Method of Apportionment of the Special Taxes, attached as Exhibit "C" to Resolution No. 3972.

Section 3. Ballot Proposition. The proposition to be submitted on July 18, 2023, to the qualified electors of the territory proposed to be annexed to the District shall be as follows:

Proposition A
Shall Proposition A authorizing the annual levy of special taxes on taxable property in the territory proposed to be annexed to San Jacinto Community Facilities District No. 2020-1, County of Riverside, State of California, to pay the costs of services to be provided for (a) the maintenance of landscaped areas, parkways and medians improvements throughout the District and public rights-ofway, including, but not limited to, street trees, fencing, irrigation systems, sidewalks, drainage systems, graffiti removal, replacement, furnishing of water, electric current or energy, gas, or other illuminating agent for the operation of any improvement within the District; and (b) the maintenance and servicing of streetlights, traffic signals and appurtenant facilities, including, but not limited to furnishing of electric current, materials, contracted services, and the necessary maintenance, replacement, and repair required to keep the improvements in operational and satisfactory condition; and (c) any other services authorized under the Mello-Roos Community Facilities Act of 1982, and to pay costs associated with the determination of the amount of and the levy and collection of the special taxes at the special tax rates as set forth in Exhibit “C” to Resolution No. 3972 be approved?
Section 4. Conduct of Election. Except as otherwise provided in Section 5 hereof, said election shall be conducted by the City Clerk (the "City Clerk") pursuant to the provisions of the California Elections Code governing elections of cities, and the provisions of Division 4 (commencing with Section 4000) of said Code, insofar as they may be applicable.

Section 5. Election Procedures. The procedures to be followed in conducting said election shall be as follows:
(a) Pursuant to Section 53326 of the California Government Code, ballots for the election shall be distributed to the qualified electors by the City Clerk by mail with return postage prepaid, or by personal service. (b) Pursuant to applicable sections of the aforementioned provisions of the California Elections Code governing the conduct of mail ballot elections, including in

4.1.a
Packet Pg. 253 Attachment: Resolution No. 3991 -Calling Election for CFD 2020-1 Annex. No. 10 (CFD 2020-1 Annex 10 Public Hearing - Monte Vista) Resolution No. 3991

Page 4 of 7 ends

particular Division 4 (commencing with Section 4000) of said Code, the City Clerk shall mail or deliver to each qualified elector an official ballot in the form attached hereto as Exhibit "A” and shall also mail or deliver to all such qualified electors a ballot pamphlet and instructions to voter, including a sample ballot identical in form to the official ballot but identified as a sample ballot, a return identification envelope with prepaid postage thereon addressed to the City Clerk for the return of voted official ballots, and a copy of Resolution No. 3972.
(c) The official ballot to be mailed by the City Clerk to each landownervoter shall have printed or typed thereon the name of the landowner-voter and the number of votes to be voted by the landowner-voter and shall have appended to it a certification to be signed by the person voting the official ballot which shall certify that the person signing the certification is the person who voted the official ballot, and if the landowner-voter is other than a natural person, that he or she is an officer of or other person affiliated with the landowner-voter entitled to vote such official ballot, that he or she has been authorized to vote such official ballot on behalf of the landowner-voter, that in voting such official ballot it was his or her intent, as well as the intent of the landowner-voter, to vote all votes to which the landowner-voter is entitled based on its land ownership on the proposition set forth in the official ballot as marked thereon in the voting square opposite such proposition, and further certifying as to the acreage of the landowner-voter's land ownership within the District.
(d) The return identification envelope delivered by the City Clerk to each landowner-voter shall have printed or typed thereon the following: the name of the landowner, the address of the landowner, a declaration under penalty of perjury stating that the voter is the landowner or the authorized representative of the landowner entitled to vote the enclosed ballot and is the person whose name appears on the identification envelope, the printed name and signature of the voter, the address of the voter, the date of signing and place of execution of said declaration, and a notice that the envelope contains an official ballot and is to be opened only by the City Clerk. (e) The information-to-voter form to be mailed by the City Clerk to the landowner-voters shall inform them that the official ballots shall be returned to the City Clerk properly voted as provided thereon and with the certification appended thereto properly completed and signed in the sealed return identification envelope with the certification thereon completed and signed and all other information to be inserted thereon properly inserted by 5:00 o'clock p.m. on the date of the election. (f) Upon receipt of the return identification envelopes which are returned prior to the voting deadline on the date of the election, the City Clerk shall canvass the votes cast in the election, and shall file a statement with the City Council as to the results of such canvass and the election on the proposition set forth in the official ballot.

4.1.a
Packet Pg. 254 Attachment: Resolution No. 3991 -Calling Election for CFD 2020-1 Annex. No. 10 (CFD 2020-1 Annex 10 Public Hearing - Monte Vista) Resolution No. 3991

Page 5 of 7 ends

PASSED, APPROVED, and ADOPTED this 18th day of July 2023, by the following vote:

AYES:

NAYS:

ABSENT:

ABSTAIN:

CITY OF SAN JACINTO:
________________________________
Alonso Ledezma, Mayor
ATTEST:

Julia Espinoza, City Clerk
APPROVED AS TO FORM:

BEST, BEST & KRIEGER, LLP.
______________________________
Craig Hayes, City Attorney

4.1.a
Packet Pg. 255 Attachment: Resolution No. 3991 -Calling Election for CFD 2020-1 Annex. No. 10 (CFD 2020-1 Annex 10 Public Hearing - Monte Vista) Resolution No. 3991

Page 6 of 7 ends

CERTIFICATION

STATE OF CALIFORNIA)
COUNTY OF RIVERSIDE) ss

CITY OF SAN JACINTO)
I, Julia Espinoza, City Clerk of the City of San Jacinto, DO HEREBY CERTIFY that the foregoing Resolution No. 3991 was passed, approved, and adopted at the Regular Meeting of the San Jacinto City Council held on the 18th day of July 2023.

AYES:

NAYS:

ABSENT:

ABSTAIN:

WITNESS MY HAND AND OFFICIAL SEAL this 18th day of July, 2023. ________________________________
Julia Espinoza, City Clerk
City of San Jacinto

4.1.a
Packet Pg. 256 Attachment: Resolution No. 3991 -Calling Election for CFD 2020-1 Annex. No. 10 (CFD 2020-1 Annex 10 Public Hearing - Monte Vista) Resolution No. 3991

Page 7 of 7 ends

EXHIBIT “A”

OFFICIAL BALLOT

SPECIAL ELECTION FOR CITY OF SAN JACINTO
COMMUNITY FACILITIES DISTRICT NO. 2020-1

COUNTY OF RIVERSIDE

STATE OF CALIFORNIA
July 18, 2023
To vote, mark a cross (+ or X) in the voting square after the word "YES" or after the word "NO". All marks otherwise made are forbidden. All distinguishing marks are forbidden and make the ballot void.

If you wrongly mark, tear, or deface this ballot, return it to the City Clerk of the City of San Jacinto and obtain another.

PROPOSITION A: Shall Proposition A
authorizing the annual levy of special taxes on
taxable property in the territory proposed to be
annexed to San Jacinto Community Facilities
District No. 2020-1, County of Riverside, State
of California, to pay the costs of services to be
provided for (a) the maintenance of landscaped
areas, parkways and medians improvements
throughout the District and public rights-of-way,
including, but not limited to, street trees,
fencing, irrigation systems, sidewalks, drainage
systems, graffiti removal, replacement,
furnishing of water, electric current or energy,
gas, or other illuminating agent for the operation
of any improvement within the District; and (b)
the maintenance and servicing of streetlights,
traffic signals and appurtenant facilities,
including, but not limited to furnishing of electric
current, materials, contracted services, and the
necessary maintenance, replacement, and
repair required to keep the improvements in
operational and satisfactory condition; and (c)
any other services authorized under the MelloRoos Community Facilities Act of 1982, and to pay costs associated with the determination of
the amount of and the levy and collection of the
special taxes at the special tax rates as set forth
in Exhibit “C” to Resolution No. 3972 be
approved?
Y
YES
N
NO

4.1.a
Packet Pg. 257 Attachment: Resolution No. 3991 -Calling Election for CFD 2020-1 Annex. No. 10 (CFD 2020-1 Annex 10 Public Hearing - Monte Vista) Resolution No. 3992

Page 1 of 4 ends

RESOLUTION NO. 3992

STATE OF CALIFORNIA)
COUNTY OF RIVERSIDE) ss

CITY OF SAN JACINTO)

RESOLUTION OF THE CITY COUNCIL OF THE CITY OF

SAN JACINTO DECLARING THE RESULTS OF THE

SPECIAL ELECTION FOR SAN JACINTO COMMUNITY
FACILITIES DISTRICT NO. 2020-1 ON THE

PROPOSITION OF THE ANNUAL LEVY OF SPECIAL

TAXES WITHIN THE TERRITORY PROPOSED TO BE

ANNEXED TO SAID COMMUNITY FACILITIES DISTRICT

TO PAY THE COSTS OF CERTAIN SERVICES TO BE

PROVIDED BY THE COMMUNITY FACILITIES DISTRICT,

DETERMINING THAT THE TERRITORY PROPOSED TO

BE ANNEXED IS ADDED TO AND PART OF SAID

COMMUNITY FACILITIES DISTRICT WITH FULL LEGAL

EFFECT, AND ORDERING THE RECORDING OF A MAP

OF THE BOUNDARIES OF SAID COMMUNITY

FACILITIES DISTRICT INCLUDING THE TERRITORY
ANNEXED THERETO (ANNEXATION NO. 10 TO CFD
2020-1 (TAX ZONE NO. 11))
WHEREAS, the City Council (the “City Council”) of the City of San Jacinto (the “City”) has heretofore conducted proceedings for the annexation of approximately

5.60 acres of land to San Jacinto Community Facilities District No. 2020-1, County of Riverside, State of California (the “District”) including conducting a public hearing pursuant to Section 53339.5 of the Government Code; and WHEREAS, at the conclusion of said public hearing, the City Council adopted a resolution calling a special election for July 18, 2023, and submitting to the qualified electors of the territory to be annexed to the District the question of levying special taxes within that territory to pay the costs of (a) the maintenance of landscaped areas, parkways and medians improvements throughout the District and public rights-ofway, including, but not limited to, street trees, fencing, irrigation systems, sidewalks, drainage systems, graffiti removal, replacement, furnishing of water, electric current or energy, gas, or other illuminating agent for the operation of any improvement within the District; and (b) the maintenance and servicing of street lights, traffic signals and appurtenance facilities, including, but not limited to, furnishing of electric current, materials, contracted services, and the necessary maintenance, replacement, and repair required to keep the improvements in operational and satisfactory condition; and (c) any other services authorized under the Mello-Roos Community Facilities Act of

4.1.b
Packet Pg. 258 Attachment: Resolution No. 3992 - Declaring Results for CFD 2020-1 Annex. No. 10 (CFD 2020-1 Annex 10 Public Hearing - Monte Vista) Resolution No. 3992

Page 2 of 4 ends

1982; and the costs associated with the determination of the amount of and levy and collection of special taxes which will be levied to provide the services and costs otherwise incurred in order to carry out the authorized purposes of the District (the "Election Resolution"); and
WHEREAS, the City Council has received a statement from the City Clerk (the "City Clerk"), who pursuant to the Election Resolution was authorized to conduct such special election and act as the election official therefor, with respect to the canvass of the ballots returned in and the results of said special election, certifying that at least two-thirds of the votes cast upon the proposition submitted to the qualified electors in said special election were in favor of such proposition.

NOW, THEREFORE, BE IT RESOLVED, determined and ordered by the City Council of the City of San Jacinto, as follows:

Section 1. Recitals. The above recitals are true and correct and are hereby incorporated into this resolution.

Section 2. Findings. The City Council finds that: (i) there are no registered voters residing within the territory proposed to be annexed to the District (the "Territory") at the time of the close of the public hearing on July 18, 2023, and pursuant to Section 53326 of the Government Code, the vote in said special election was, therefore, to be by the landowners owning land within the Territory, with each landowner having one vote for each acre or portion thereof of land that he or she owned within the Territory; (ii) pursuant to said Section 53326 and the Election Resolution, the City Clerk caused to be delivered an official ballot for the special election to the owner of the land within the Territory, with return postage prepaid; (iii) said special election has been properly conducted in accordance with all statutory requirements and the provisions of the Election Resolution; (iv) pursuant to said Section 53326, MV 34664, the owner of all the land within the Territory, was entitled to six (6) votes; (v) said landowner returned its ballot to the City Clerk prior to the time set by the City Clerk for the close of the election on July 18, 2023; (vi) the ballot returned to the City Clerk by said landowner voted all votes of said landowner in favor of the proposition set forth therein; (vii) at least twothirds of the votes cast in such special election on said proposition were in favor thereof, and pursuant to Sections 53328 and 53329 of the Government Code, said proposition carried; (ix) pursuant to Section 53339.8 of the Government Code, the City Council is authorized to determine that the Territory to be annexed has been added to and become a part of the District with full legal effect; and (x) the City Council is also authorized, pursuant to said Section 53339.8, to annually levy special taxes within the Territory to pay the costs of the services to be provided by the District.

Section 3. Declaration of Results. At least two-thirds of the votes voted in the special election on the proposition of the annual levy of special taxes within the

4.1.b
Packet Pg. 259 Attachment: Resolution No. 3992 - Declaring Results for CFD 2020-1 Annex. No. 10 (CFD 2020-1 Annex 10 Public Hearing - Monte Vista) Resolution No. 3992

Page 3 of 4 ends

Territory to pay the costs of the services to be provided by the District were voted in favor thereof, and such proposition carried.

Section 4. Annexation. The Territory is annexed and added to and is a part of the District with full legal effect, and the City Council shall annually levy special taxes within the Territory at the rates as specified in Resolution No. 3972 adopted by the City Council on June 6, 2023, to pay costs of certain services to be provided by the District. The boundaries of the Territory are shown on the map entitled, “Annexation Map No. 10, Community Facilities District No. 2020-1 (Tax Zone No. 11) of the City of San Jacinto, County of Riverside, State of California,” which was recorded on June 23, 2023, in the office of the County Recorder of the County of Riverside as Document No. 2023-0179990.

Section 5. Notice. Pursuant to Section 53339.8 of the Government Code and Section 3117.5 of the Streets and Highways Code, the City Clerk shall cause to be filed with the County Recorder of the County of Riverside an amendment of the notice of special tax lien and a map of the amended boundaries of the District including the Territory.

PASSED, APPROVED, and ADOPTED this 18th day of July 2023 by the following vote:

AYES:

NAYS:

ABSENT:

ABSTAIN:

CITY OF SAN JACINTO:
________________________________
Alonso Ledezma, Mayor
ATTEST:

City Clerk
APPROVED AS TO FORM:

BEST, BEST & KRIEGER, LLP.
______________________________
Craig Hayes, City Attorney

4.1.b
Packet Pg. 260 Attachment: Resolution No. 3992 - Declaring Results for CFD 2020-1 Annex. No. 10 (CFD 2020-1 Annex 10 Public Hearing - Monte Vista) Resolution No. 3992

Page 4 of 4 ends

CERTIFICATION

STATE OF CALIFORNIA)
COUNTY OF RIVERSIDE) ss

CITY OF SAN JACINTO)
I, Julia Espinoza, City Clerk of the City of San Jacinto, DO HEREBY CERTIFY that the foregoing Resolution No. 3992 was passed, approved, and adopted at the Regular Meeting of the San Jacinto City Council held on the 18th day of July 2023.

AYES:

NAYS:

ABSENT:

ABSTAIN:

WITNESS MY HAND AND OFFICIAL SEAL this 18th day of July 2023. ________________________________
Julia Espinoza, City Clerk
City of San Jacinto

4.1.b
Packet Pg. 261 Attachment: Resolution No. 3992 - Declaring Results for CFD 2020-1 Annex. No. 10 (CFD 2020-1 Annex 10 Public Hearing - Monte Vista) Ordinance No. 23-12

Page 1 of 4 ends

STATE OF CALIFORNIA) ORDINANCE NO. 23-12
COUNTY OF RIVERSIDE)ss

CITY OF SAN JACINTO)

ORDINANCE OF THE CITY COUNCIL OF THE CITY OF

SAN JACINTO AUTHORIZING THE LEVY OF SPECIAL

TAXES IN A COMMUNITY FACILITIES DISTRICT,

INCLUDING CERTAIN ANNEXATION TERRITORY
IDENTIFIED AS ANNEXATION NO. 10 (TAX ZONE NO.
11), INTO SAN JACINTO COMMUNITY FACILITIES
DISTRICT NO. 2020-1
A. Recital
WHEREAS, the City Council (the “City Council”) of the City of San Jacinto (the “City”) has established San Jacinto Community Facilities District No. 2020-1, County of Riverside, State of California (the “District”) for the purpose of levying special taxes on parcels of taxable property therein for the purpose of providing certain services which are necessary to meet increased demands placed upon the City as a result of the development of said real property; and
WHEREAS, the rate and method of apportionment of special tax for the District is set forth in Exhibit “C” to the City Council Resolution No. 3972, which was adopted on June 6, 2023; and
WHEREAS the City has conducted proceedings to annex territory into the District and, with respect to the proceedings, following an election of the qualified electors in the territory proposed for the annexation (the “Annexation Territory”), the City Council, on July 18, 2023, adopted a Resolution which declared the results of the special election and determined that the territory proposed to be annexed is added to and part of the District.

B. Ordinance

NOW, THEREFORE, THE CITY COUNCIL OF THE CITY OF SAN JACINTO,

CALIFORNIA, ACTING IN ITS CAPACITY AS THE LEGISLATIVE BODY OF COMMUNITY FACILITIES DISTRICT NO. 2020-1, DOES HEREBY ORDAIN AS FOLLOWS:

Section 1. The foregoing recitals are true and correct.

Section 2. By the passage of this Ordinance, the City Council hereby authorizes and levies the special tax within the District, including the Annexation Territory, pursuant to the Community Facilities District Law, at the rate and in

4.1.c
Packet Pg. 262 Attachment: Ordinance No. 23-12 - CFD 2020-1 Annex. No. 10 (CFD 2020-1 Annex 10 Public Hearing - Monte Vista) Ordinance No. 23-12

Page 2 of 4 ends

accordance with the rate and method of apportionment of special tax set forth in Resolution No. 3972, which rate and method is by this reference incorporated herein.

The special tax has previously been levied in the original territory of the District beginning in Fiscal Year 2020/21 pursuant to Ordinance No. 20-08 passed and adopted by the City Council on July 7, 2020, and the special tax is hereby levied commencing in Fiscal Year 2023/24 in the District, including the Annexation Territory identified as Annexation No. 10 (Tax Zone No. 11), and in each fiscal year thereafter to pay for the services for the District and the costs of administering the District.

Section 3. The City Manager of the City or designee or employee or consultant of the City is hereby authorized and directed each fiscal year to determine the specific special tax to be levied for the next ensuing fiscal year for each parcel of real property within the District, including the Annexation Territory, in the manner and as provided in Resolution No. 3972.

Section 4. Exemptions from the levy of the special tax shall be as provided in Resolution No. 3972 and the applicable provisions of the Community Facilities District Law. In no event shall the special tax be levied on any parcel within the District in excess of the maximum special tax specified in Resolution No. 3972.

Section 5. All of the collections of the special tax shall be used as provided in the Community Facilities District Law and in Resolution No. 3972, including, but not limited to, the payment of the costs of the services, the payment of the costs of the City in administering the District, and the costs of collecting and administering the special tax.

Section 6. The special tax shall be collected in the same manner and at the same time as ordinary ad valorem taxes are collected and shall have the same lien priority, and be subject to the same penalties and the same procedure and sale in cases of delinquency as provided for ad valorem taxes; provided, however, that the District may collect Special Taxes at a different time or in a different manner if necessary to meet its financial obligations. The City Manager of the City, or his designee, is hereby authorized and directed to provide all necessary information to the auditor/tax collector of the County of Riverside in order to effect proper billing and collection of the special tax, so that the special tax shall be included on the secured property tax roll of the County of Riverside for Fiscal Year 2023/24 and for each fiscal year thereafter until no longer required to pay for the Services or until otherwise terminated by the City.

Section 7. If for any reason any portion of this Ordinance is found to be invalid, or if the special tax is found inapplicable to any particular parcel within the District, including the Annexation Territory, by a court of competent jurisdiction, the balance of this Ordinance and the application of the special tax to the remaining parcels within the District, including the Annexation Territory, shall not be affected.

4.1.c
Packet Pg. 263 Attachment: Ordinance No. 23-12 - CFD 2020-1 Annex. No. 10 (CFD 2020-1 Annex 10 Public Hearing - Monte Vista) Ordinance No. 23-12

Page 3 of 4 ends

Section 8. The Mayor shall sign this Ordinance and the City Clerk shall cause the same, or a summary of it, to be published immediately after its passage at least once in a newspaper of general circulation for the City.

Section 9. This Ordinance shall take effect 30 days from the date of final passage.

INTRODUCED at a regular meeting of the City Council of the City of San Jacinto held on July 18, 2023.

PASSED, APPROVED, and ADOPTED this 1st day of August 2023, by the following vote:

AYES:

NAYS:

ABSENT:

ABSTAIN:

CITY OF SAN JACINTO:
________________________________
Alonso Ledezma, Mayor
ATTEST:

Julia Espinoza, City Clerk
APPROVED AS TO FORM:

BEST, BEST & KRIEGER, LLP.
______________________________
Craig Hayes, City Attorney

4.1.c
Packet Pg. 264 Attachment: Ordinance No. 23-12 - CFD 2020-1 Annex. No. 10 (CFD 2020-1 Annex 10 Public Hearing - Monte Vista) Ordinance No. 23-12

Page 4 of 4 ends

STATE OF CALIFORNIA)
COUNTY OF RIVERSIDE) ss

CITY OF SAN JACINTO)

CERTIFICATION
I, Julia Espinoza, City Clerk of the City of San Jacinto, DO HEREBY CERTIFY that the foregoing Ordinance No. 23-12 was passed, approved, and adopted at the Regular Meeting of the San Jacinto City Council held on the 1st day of August 2023, by the following vote:

AYES:

NAYS:

ABSENT:

ABSTAIN:

WITNESS MY HAND AND OFFICIAL SEAL this 1st day of August 2023. ________________________________
Julia Espinoza, City Clerk
City of San Jacinto

4.1.c
Packet Pg. 265 Attachment: Ordinance No. 23-12 - CFD 2020-1 Annex. No. 10 (CFD 2020-1 Annex 10 Public Hearing - Monte Vista) July 18, 2023
TO: City Council
REQUESTED BY: Erika Gomez, Finance Director
APPROVED BY: Robert A. Johnson, City Manager
SUBJECT: CFD 2003-1 Annex 65 Public Hearing - Monte Vista RECOMMENDATION:

Staff recommends that the City Council:

1. HOLD the Public Hearing related to the Annexation of Territory into CFD 2003-1.

2. ADOPT Resolution No. 3989, authorizing the annexation of territory to CFD 2003-1 and the levy of a Special Tax, and submitting the levy of Special Tax to the Qualified Electors.

3. CALL upon the City Clerk to conduct the Special Annexation Landowner Election.

4. ADOPT Resolution No. 3990, declaring the results of a Special Annexation Landowner Election and directing the recording of an amended Notice of Special Tax Lien.

5. INTRODUCE Ordinance No. 23-11 for a first reading and levying a Special Tax within CFD 2003-1, including Annexation No. 65:

AN ORDINANCE OF THE CITY COUNCIL OF THE CITY OF SAN

JACINTO LEVYING A SPECIAL TAX WITHIN CITY OF SAN JACINTO COMMUNITY FACILITIES DISTRICT NO. 2003-1, INCLUDING CERTAIN

ANNEXATION TERRITORY
DISCUSSION:

The City Council and Planning Commission previously identified the need for additional funding for police protection, fire protection, and suppression services. This includes funding for increased service levels necessitated by new development within the City. In response, the City Council formed Community Facilities District 2003-1 (the "CFD") and approved the levy of special taxes therein.

The City levies a special tax on eligible parcels within the CFD to mitigate the added cost of providing public safety services to new development. Based upon a petition from the property owner(s), the City Council declared its intention to annex this territory – commonly known as the site of Monte Vista Homes’ new 36-unit residential development located approximately 350 feet north of the northwest corner of Kirby St and Esplanade Ave – into CFD 2003-1 by adopting

4.2 Packet Pg. 266
Resolution 3973 at their meeting of June 6, 2023, which also established the Public Hearing date to tonight.

The City Clerk has received the ballots from the property owner(s) necessary to declare the results of the Special Election.

FISCAL IMPACT:

The annexation of territory into CFD 2003-1 will assist in mitigating the cost of providing police protection, fire protection, and suppression services. In the Fiscal Year 2023/2024, it is anticipated that the CFD will collect approximately $22,816 in special tax revenue based upon full project buildout.

ATTACHMENTS:

Resolution No. 3989 - CFD 2003-1 Annex. No. 65 Calling Election Resolution No. 3990 - Declaring Results for CFD 2003-1 Annex. No. 65 CFD 2003-1 Annex. No. 65 - Ordinance 23-11

4.2 Packet Pg. 267
Resolution No. 3989

Page 1 of 7 ends

RESOLUTION NO. 3989

STATE OF CALIFORNIA )
COUNTY OF RIVERSIDE ) ss

CITY OF SAN JACINTO )

A RESOLUTION OF THE CITY COUNCIL OF SAN JACINTO,

AUTHORIZING THE ANNEXATION OF TERRITORY TO
COMMUNITY FACILITIES DISTRICT NO. 2003-1,

AUTHORIZING THE LEVY OF A SPECIAL TAX AND

SUBMITTING THE LEVY OF SPECIAL TAX TO QUALIFIED

ELECTORS
City of San Jacinto
Community Facilities District No. 2003-1
Annexation No. 65
RESOLVED by the City Council (the “Council”) of the City of San Jacinto (the “City”), County of Riverside, State of California, that:

WHEREAS, on June 6, 2023, the Council adopted Resolution No. 3973 entitled “A Resolution of the City Council of San Jacinto Declaring its Intention to Annex Territory into Community Facilities District No. 2003-1 and to Authorize the Levy of Special Taxes Therein” (the “Resolution of Intention to Annex”), stating its intention to annex certain territory into Community Facilities District No. 2003-1 (the “CFD”) pursuant to the Mello Roos Community Facilities Act of 1982, Section 53311, and following of the California Government Code (the “Act”); and
WHEREAS, a copy of the Resolution of Intention to Annex, incorporating a description and map of the proposed boundaries of the annexation territory (the “Annexation No. 65”), stating the services to be provided, and the rate and method of special tax to be levied within the Annexation No. 65 to pay for the services, is on file with the City Clerk, and the provisions thereof are fully incorporated herein by reference; and WHEREAS, on the date hereof, the Council held a noticed public hearing as required by the Act and the Resolution of Intention to Annex relative to the proposed annexation of territory to the CFD and the levy of special taxes in the Annexation No. 65; and
WHEREAS, at such hearing all interested persons desiring to be heard on all matters pertaining to the Annexation No. 65 to the CFD and the levy of special taxes within the Annexation No. 65 were heard and a full and fair hearing was held; and WHEREAS, prior to the time fixed for the hearing, written protests have not been filed against the proposed annexation of territory to the CFD by (i) 50% or more of the registered voters, or six registered voters, whichever is more, residing in the existing CFD; or (ii) 50% or more of the registered voters, or six registered voters, whichever is more,

4.2.a
Packet Pg. 268 Attachment: Resolution No. 3989 - CFD 2003-1 Annex. No. 65 Calling Election (CFD 2003-1 Annex 65 Public Hearing - Monte Vista) Resolution No. 3989

Page 2 of 7 ends

residing in the territory proposed to be annexed; or (iii) owners of one-half or more of the area of land in the existing CFD; or (iv) owners of one-half or more of the area of land in the territory proposed to be annexed.

WHEREAS, the annexation map of Annexation No. 65 has been filed with the County Recorder of Riverside County, which map shows the territory to be annexed in these proceedings, and a copy of the map is on file with the City Clerk.

NOW, THEREFORE, it is hereby RESOLVED, DETERMINED AND ORDERED by the City Council of the City of San Jacinto as follows:

SECTION 1. Recitals. The foregoing recitals are true and correct.

SECTION 2. Prior Proceedings. All prior proceedings taken by this Council with respect to the CFD and the proposed Annexation No. 65 have been duly considered and are hereby determined to be valid an in conformity with the Act, and the CFD has been validly established pursuant to the Act.

SECTION 3. Prior Resolution. The provision of the Resolution of Intention to Annex previously adopted by the Council for the CFD are by referenced incorporated herein.

SECTION 4. Boundaries. The boundaries of the territory to be annexed to the CFD, as described in Annexation Map No. 65, is on file with the City Clerk and heretofore recorded in the Riverside County Recorder’s Office on June 23, 2023, in Book 91 at Page 48 of Maps of Assessment and Community Facilities Districts, Instrument No. 2023-0179989, is hereby approved, and incorporated herein by this reference, and shall be included within the boundaries of the CFD, and said territory is hereby ordered annexed to the CFD, subject to voter approval of the levy of special taxes therein as provided.

SECTION 5. Election. Pursuant to the provision of the Act, the propositions of (i) the annexation of the Annexation No. 65, and (ii) the levy of special taxes within the Annexation No. 65 shall be submitted to the qualified electors of the Annexation No. 65 at an election called therefore as hereinafter provided.

SECTION 6. Electors Determined. The Council hereby finds that fewer than 12 persons have been registered to vote within the territory proposed to be annexed for each of the 90 days preceding the close of the hearing heretofore conducted and concluded by the Council for the purpose of these annexation proceedings.

Accordingly, and pursuant to Section 53326 of the Act, the Council finds that for purposes of these proceedings the qualified electors are the landowners within the Annexation No. 65 and that the vote shall be by said landowners, each having one vote for each acre or portion thereof such landowner owns in the Annexation No.

65. 4.2.a
Packet Pg. 269 Attachment: Resolution No. 3989 - CFD 2003-1 Annex. No. 65 Calling Election (CFD 2003-1 Annex 65 Public Hearing - Monte Vista) Resolution No. 3989

Page 3 of 7 ends

SECTION 7. Applicable Laws. Pursuant to the Act, the election shall be conducted by mailed ballot under Section 4000 of the California Elections Code, provided, however, that for the purposes of setting the date for the election, Sections 53326 and 53327 of the Act shall govern.

SECTION 8. Special Election Called. This Council hereby calls a special election to consider the measure described in the ballot referred to in Exhibit A hereto, which form is hereby approved. The special election shall be held in the meeting room of the Council immediately following adoption of this Resolution. The Council hereby further finds that the provision of the Act requiring a minimum of 90 days to elapse before said election is for the protection of the voters, and the voters have been fully apprised of and have agreed to the shortened time for the election and waiver of ballot measure analysis and arguments, and will have thereby been fully protected in these proceedings. This Council also finds and determines that the City Clerk has concurred in the shortened time for the election.

SECTION 9. Election Official. The City Clerk is hereby designated as the official to conduct said election. It is hereby acknowledged that the City Clerk has on file the Resolution of Intention to Annex, a certified map of the proposed boundaries of the territory to be annexed to the CFD, and a sufficient description to allow the City Clerk to determine the boundaries of the territory to be annexed to the CFD. The voted ballot shall be returned to the City Clerk no later then immediately following the adoption of this Resolution, and when the qualified elector has voted the election shall be closed. This Council acknowledges that the City Clerk has caused to be delivered to the sole qualified elector of Annexation No. 65 a ballot in the form set forth in Exhibit A hereto. The ballot indicated the numbers of votes to be voted by the landowner, and was accompanied by all supplies and written instructions for the use and return of the ballot.

SECTION 10. Effective. This resolution shall take effect upon its adoption.

PASSED, APPROVED, and ADOPTED this 18th day of July 2023 by the following vote:

AYES:

NAYS:

ABSENT:

ABSTAIN:

4.2.a
Packet Pg. 270 Attachment: Resolution No. 3989 - CFD 2003-1 Annex. No. 65 Calling Election (CFD 2003-1 Annex 65 Public Hearing - Monte Vista) Resolution No. 3989

Page 4 of 7 ends

CITY OF SAN JACINTO:
________________________________
Alonso Ledezma, Mayor
ATTEST:

Julia Espinoza, City Clerk
APPROVED AS TO FORM:

BEST, BEST & KRIEGER, LLP.
______________________________
Craig Hayes, City Attorney

4.2.a
Packet Pg. 271 Attachment: Resolution No. 3989 - CFD 2003-1 Annex. No. 65 Calling Election (CFD 2003-1 Annex 65 Public Hearing - Monte Vista) Resolution No. 3989

Page 5 of 7 ends

CERTIFICATION

STATE OF CALIFORNIA)
COUNTY OF RIVERSIDE) ss

CITY OF SAN JACINTO)
I, Julia Espinoza, City Clerk of the City of San Jacinto, DO HEREBY CERTIFY that the foregoing Resolution No. 3989 was passed, approved, and adopted at the Regular Meeting of the San Jacinto City Council held on the 18th day of July 2023.

AYES:

NAYS:

ABSENT:

ABSTAIN:

WITNESS MY HAND AND OFFICIAL SEAL this 18th day of July, 2023. ________________________________
Julia Espinoza, City Clerk
City of San Jacinto

4.2.a
Packet Pg. 272 Attachment: Resolution No. 3989 - CFD 2003-1 Annex. No. 65 Calling Election (CFD 2003-1 Annex 65 Public Hearing - Monte Vista) Resolution No. 3989

Page 6 of 7 ends

EXHIBIT A
City of San Jacinto
Community Facilities District No. 2003-1
Annexation No. 65

OFFICIAL BALLOT

SPECIAL TAX ANNEXATION ELECTION
This ballot is for a special, landowner election. You must return this ballot in the enclosed postage paid envelope to the office of the City Clerk of the City of San Jacinto no later than 5:00 p.m. on Tuesday, July 18, 2023, either by mail or in person. The City Clerk’s office is located at 595 S. San Jacinto Avenue, Building A, San Jacinto, California, 92583.

To vote, mark a cross (X) on the voting line after the word “YES” or after the word “NO”. All marks otherwise made are forbidden. All distinguishing marks are forbidden and make the ballot void. If you wrongly mark, tear, or deface this ballot, return it to the City Clerk of the City of San Jacinto and obtain another.

The amount of money to be raised annually by the levy of the special tax on the property to be annexed to Community Facilities District No. 2003-1 is $22,816 in 2023/24 dollars and the rate and duration of the tax to be levied is as set forth in the rate and method of apportionment of special tax for Community Facilities District No. 2003-1.

By execution in the space provided below, you also confirm your written waiver of the time limit pertaining to the conduct of the election and any requirement for analysis and arguments with respect to the ballot measure, as such waivers are described and Shall the measure pursuant to which the City of
San Jacinto, by and for its Community Facilities
District No. 2003-1, be authorized to levy special
taxes within the territory annexed to Community
Facilities District No. 2003-1 pursuant to and as
described in the Resolution of the City Council of
the City of San Jacinto, Authorizing the Annexation
of Territory to Community Facilities District 2003-1,
Authorizing the Levy of a Special Tax and
Submitting the Levy of Special Tax to Qualified
Electors, approved by the City Council on July 18,
2023, be adopted?
YES:

NO:

4.2.a
Packet Pg. 273 Attachment: Resolution No. 3989 - CFD 2003-1 Annex. No. 65 Calling Election (CFD 2003-1 Annex 65 Public Hearing - Monte Vista) Resolution No. 3989

Page 7 of 7 ends

permitted by Section 53326(a) and 53327(b) of the California Government Code.

Number of Votes: 6
Property Owner: MV 34664
By:

Title:

4.2.a
Packet Pg. 274 Attachment: Resolution No. 3989 - CFD 2003-1 Annex. No. 65 Calling Election (CFD 2003-1 Annex 65 Public Hearing - Monte Vista) Resolution No. 3990

Page 1 of 4 ends

RESOLUTION NO. 3990

STATE OF CALIFORNIA )
COUNTY OF RIVERSIDE ) ss

CITY OF SAN JACINTO )

A RESOLUTION OF THE CITY COUNCIL OF THE CITY

OF SAN JACINTO, DECLARING THE RESULTS OF A

SPECIAL ANNEXATION LANDOWNER ELECTION AND

DIRECTING THE RECORDING OF AN AMENDED

NOTICE OF SPECIAL TAX LIEN
City of San Jacinto
Community Facilities District No. 2003-1
Annexation No. 65
RESOLVED by the City Council (the “Council”) of the City of San Jacinto (the “City”), County of Riverside, State of California, that:

WHEREAS, the Council of the City has previously formed a Community Facilities District pursuant to the provisions of the Mello-Roos Community Facilities Act of 1982, Section 53311, and following of the California Government Code (the “Act”). The existing Community Facilities District being designated as Community Facilities District No. 2003- 1 (the “CFD”); and
WHEREAS, in proceedings heretofore conducted by the Council pursuant to the Act, the Council has heretofore adopted a resolution entitled “A Resolution of the City of San Jacinto, Authorizing the Annexation of Territory to Community Facilities District No. 2003-1, Authorizing the Levy of a Special Tax and Submitting the Levy of the Special Tax to Qualified Electors” (the “Resolution of Annexation”) calling a special election of the qualified landowner electors in the territory of the land proposed to be annexed to the CFD.

WHEREAS, pursuant to the terms of the Resolution of Annexation, adopted by the Council on this date, which is hereby incorporated herein by this reference, the special election has been held and the City Clerk has on file a Canvass and Statement Result of Election (the “Canvass”), a copy of which is attached hereto as Exhibit A; and WHEREAS, this Council has reviewed the Canvass and hereby approves said Canvass.

NOW, THEREFORE, it is hereby RESOLVED, DETERMINED AND ORDERED by the City Council of the City of San Jacinto as follows:

SECTION 1. Recitals. The foregoing recitals are true and correct.

4.2.b
Packet Pg. 275 Attachment: Resolution No. 3990 - Declaring Results for CFD 2003-1 Annex. No. 65 (CFD 2003-1 Annex 65 Public Hearing - Monte Vista) Resolution No. 3990

Page 2 of 4 ends

SECTION 2. Issues Presented. The issues presented at the special election were (i) the annexation of territory to the CFD; and (ii) the levy of a special tax within the territory annexed to the CFD.

SECTION 3. Measure Approved. Pursuant to the Canvass, the issues presented at the special election were approved by the landowners of the territory proposed for annexation to the CFD by more than two-thirds of the votes received at the special election.

SECTION 4. Declaration of Annexation. The Council does hereby determine and declare that the annexed territory is now added to and becomes a part of the CFD. The Council, acting as the Legislative Body of the CFD, is hereby empowered to levy the authorized special tax within the annexation territory.

SECTION 5. Authority to Levy. Pursuant to the voter approval, this Council may levy special taxes in the territory in the captioned annexation according to the rate and method of apportionment specified in the resolution of this Council entitled “A Resolution of the City Council of San Jacinto Declaring its Intention to Annex Territory into Community Facilities District No. 2003-1 and to Authorize the Levy of Special Taxes Therein” adopted on July 18, 2023.

SECTION 6. Prior Proceedings. It is hereby found that all prior proceedings and actions taken by this Council with respect to the CFD and the territory annexed thereto were valid and in conformity with the Act.

SECTION 7. Amendment to Notice of Lien. The City Clerk is hereby directed to complete, execute and cause to be recorded in the office of the County Recorder of the County of Riverside an amendment to the Notice of Special Tax Lien in the form required by the Act, such recording to occur no later than fifteen (15) days following adoption of this Resolution by the Council.

SECTION 8. This Resolution shall take effect upon its adoption.

PASSED, APPROVED, and ADOPTED this 18th day of July 2023 by the following vote:

AYES:

NAYS:

ABSENT:

ABSTAIN:

4.2.b
Packet Pg. 276 Attachment: Resolution No. 3990 - Declaring Results for CFD 2003-1 Annex. No. 65 (CFD 2003-1 Annex 65 Public Hearing - Monte Vista) Resolution No. 3990

Page 3 of 4 ends

CITY OF SAN JACINTO:
________________________________
Alonso Ledezma, Mayor
ATTEST:

Julia Espinoza, City Clerk
APPROVED AS TO FORM:

BEST, BEST & KRIEGER, LLP.
______________________________
Craig Hayes, City Attorney

4.2.b
Packet Pg. 277 Attachment: Resolution No. 3990 - Declaring Results for CFD 2003-1 Annex. No. 65 (CFD 2003-1 Annex 65 Public Hearing - Monte Vista) Resolution No. 3990

Page 4 of 4 ends

CERTIFICATION

STATE OF CALIFORNIA)
COUNTY OF RIVERSIDE) ss

CITY OF SAN JACINTO)
I, Julia Espinoza, City Clerk of the City of San Jacinto, DO HEREBY CERTIFY that the foregoing Resolution No. 3990 was passed, approved, and adopted at the Regular Meeting of the San Jacinto City Council held on the 18th day of July 2023.

AYES:

NAYS:

ABSENT:

ABSTAIN:

WITNESS MY HAND AND OFFICIAL SEAL this 18th day of July, 2023. ________________________________
Julia Espinoza, City Clerk
City of San Jacinto

4.2.b
Packet Pg. 278 Attachment: Resolution No. 3990 - Declaring Results for CFD 2003-1 Annex. No. 65 (CFD 2003-1 Annex 65 Public Hearing - Monte Vista) Resolution No. 3990
A-1

EXHIBIT A
City of San Jacinto
Community Facilities District No. 2003-1
Annexation No. 65

CANVASS AND STATEMENT OF RESULT OF ELECTION
I hereby certify that on July 18, 2023, I canvassed the returns of the election held on July 18, 2023, for the City of San Jacinto Community Facilities District No. 2003-1 Annexation No. 65 and the total number of votes cast in such election and the total number of votes cast for and against the measure are as follows and the totals as shown for and against the measure are full, true and correct:

Qualified
Landowner
Votes
Votes
Cast
Votes
YES
Votes
NO
City of San Jacinto Community Facilities
District No. 2003-1 Annexation No. 65
Special Tax Election, July 18, 2023 6__ _____ _____ _____ The amount of money to be raised annually by the levy of the special tax on the property to be annexed to Community Facilities District No. 2003-1 is $22,816 in 2023/24 dollars and the rate and duration of the tax to be levied is as set forth in the rate and method of apportionment of special tax for Community Facilities District No. 2003-1.

Shall the measure pursuant to which the City of San Jacinto, by and for its Community Facilities District No. 2003-1, be authorized to levy special taxes within the territory annexed to Community Facilities District No. 2003-1 pursuant to and as described in the Resolution of the City Council of the City of San Jacinto, Authorizing the Annexation of Territory to Community Facilities District 2003-1, Authorizing the Levy of a Special Tax and Submitting the Levy of Special Tax to Qualified Electors, approved by the City Council on July 18, 2023, be adopted?
Yes: __________
No: __________
IN WITNESS WHEREOF, I HAVE HEREUNTO SET MY HAND on July 18, 2023.

By:

City Clerk
City of San Jacinto

4.2.b
Packet Pg. 279 Attachment: Resolution No. 3990 - Declaring Results for CFD 2003-1 Annex. No. 65 (CFD 2003-1 Annex 65 Public Hearing - Monte Vista) Ordinance No. 23-11

Page 1 of 4 ends

ORDINANCE NO. 23-11

STATE OF CALIFORNIA )
COUNTY OF RIVERSIDE ) ss

CITY OF SAN JACINTO )

AN ORDINANCE OF THE CITY COUNCIL OF THE CITY

OF SAN JACINTO LEVYING A SPECIAL TAX WITHIN

CITY OF SAN JACINTO COMMUNITY FACILITIES
DISTRICT NO. 2003-1, INCLUDING CERTAIN

ANNEXATION TERRITORY
City of San Jacinto
Community Facilities District No. 2003-1
Annexation No. 65
WHEREAS, the City of San Jacinto (the “City”) has conducted proceedings pursuant to the Mello-Roos Community Facilities Act, Chapter 2.5 of Part 1 of Division 2 of Title 5, commencing with Section 53311, of the California Government Code (the “Act”) to establish “City of San Jacinto Community Facilities District No. 2003-1” (the “CFD”) for the purpose of financing certain municipal services (the “Services) as provided in the Act; and
WHEREAS, the City has conducted proceedings to annex territory into the CFD and, in connection therewith, approved supplements to the Original Rate and Method (as supplemented, the “Rate and Method”);

NOW, THEREFORE, BE IT ORDAINED BY THE CITY COUNCIL OF THE CITY OF SAN JACINTO as follows:

SECTION 1: By the passage of this Ordinance, pursuant to the Act, the Council hereby authorizes and levies the Special Tax within the CFD, including all territory annexed into the CFD prior to the date hereof, at the rate and in accordance with method set forth in the Rate and Method, which rate and method are by this reference incorporated herein.

The Special Tax has previously been levied in the original territory of the CFD beginning in fiscal year 2004-05 and the Special Tax is hereby levied commencing in fiscal year 2023-24 in the territory annexed to the CFD subsequent to formation of the CFD, and in each fiscal year thereafter to pay for the Services for the CFD and all costs of administering the CFD.

The City Council hereby ratifies the levy of special taxes within the CFD pursuant to the Act, at the rate and in accordance with the Rate and Method, in fiscal years 2004-05 through 2023-24.

4.2.c
Packet Pg. 280 Attachment: CFD 2003-1 Annex. No. 65 - Ordinance 23-11 (CFD 2003-1 Annex 65 Public Hearing - Monte Vista) Ordinance No. 23-11

Page 2 of 4 ends

SECTION 2: The City Manager or designee, or an employee or consultant of the City, is hereby authorized and directed each fiscal year to determine the specific Special Tax to be levied for the next ensuing fiscal year for each parcel of real property within the CFD, including all territory annexed to the CFD prior to the date hereof, in the manner and as provided in the Rate and Method.

SECTION 3: Exemptions from the levy of the Special Tax shall be as provided in the Resolution of Formation, the Rate and Method and the applicable provisions of the Act.

In no event shall the Special Tax be levied on any parcel within the CFD in excess of the maximum Special Tax specified in the Rate and Method.

SECTION 4: All of the collections of the Special Tax shall be used as provided in the Act and in the Resolution of Formation, including, but not limited to, the payment of costs of the Services, the payment of the costs of the City in administering the CFD, and the costs of collecting and administering the Special Tax.

SECTION 5: The Special Tax shall be collected in the same manner as ordinary ad valorem taxes are collected and shall have the same lien priority, and be subject to the same penalties and the same procedure and sale in cases of delinquency as provided for ad valorem taxes; provided, however, that the Council may provide for other appropriate methods of collection by resolution(s) of the Council. The City Manager of the City (or the City Manager’s designee) is hereby authorized and directed to provide all necessary information to the auditor/tax collector of the County of Riverside in order to effect proper billing and collection of the Special Tax, so that the Special Tax shall be included on the secured property tax roll of the County of Riverside for fiscal year 2023-24 and for each fiscal year thereafter, as set forth above, until no longer required to pay for the Services or until otherwise terminated by the City.

SECTION 6: If for any reason any portion of this Ordinance is found to be invalid, or if the Special Tax is found inapplicable to any particular parcel within the CFD, including all territory annexed to the CFD prior to the date hereof, by a court of competent jurisdiction, the balance of this Ordinance and the application of the Special Tax to the remaining parcels within the CFD, including all territory annexed to the CFD prior to the date hereof, shall not be affected.

SECTION 7: The Mayor shall sign this Ordinance, and the City Clerk shall cause the same to be published immediately after its passage at least once in a newspaper of general circulation circulated in the City.

SECTION 8: This Ordinance shall become effective (30) days following its passage and adoption and shall be published once within fifteen (15) days upon passage and adoption in a newspaper of general circulation in the City of San Jacinto, County of Riverside.

4.2.c
Packet Pg. 281 Attachment: CFD 2003-1 Annex. No. 65 - Ordinance 23-11 (CFD 2003-1 Annex 65 Public Hearing - Monte Vista) Ordinance No. 23-11

Page 3 of 4 ends

INTRODUCED at a regular meeting of the City Council of the City of San Jacinto held on July 18, 2023.

PASSED, APPROVED, and ADOPTED this 1st day of August 2023 by the following vote:

AYES:

NAYS:

ABSENT:

ABSTAIN:

CITY OF SAN JACINTO:
________________________________
Alonso Ledezma, Mayor
ATTEST:

Julia Espinoza, City Clerk
APPROVED AS TO FORM:

BEST, BEST & KRIEGER, LLP.
______________________________
Michael J. Maurer, City Attorney

4.2.c
Packet Pg. 282 Attachment: CFD 2003-1 Annex. No. 65 - Ordinance 23-11 (CFD 2003-1 Annex 65 Public Hearing - Monte Vista) Ordinance No. 23-11

Page 4 of 4 ends

CERTIFICATION

STATE OF CALIFORNIA)
COUNTY OF RIVERSIDE) ss

CITY OF SAN JACINTO)
I, Julia Espinoza, City Clerk of the City of San Jacinto, DO HEREBY CERTIFY that the foregoing Ordinance No. 23-11 was passed, approved, and adopted at the Regular Meeting of the San Jacinto City Council held on the 1
st day of August 2023, by the
following vote:

AYES:

NAYS:

ABSENT:

ABSTAIN:

WITNESS MY HAND AND OFFICIAL SEAL this 1
st day of August 2023.
________________________________
Julia Espinoza, City Clerk
City of San Jacinto

4.2.c
Packet Pg. 283 Attachment: CFD 2003-1 Annex. No. 65 - Ordinance 23-11 (CFD 2003-1 Annex 65 Public Hearing - Monte Vista) July 18, 2023
TO: City Council
REQUESTED BY: Erika Gomez, Finance Director
APPROVED BY: Robert A. Johnson, City Manager
SUBJECT: 2022 Delinquent Solid Waste Tax Roll Placement RECOMMENDATION:

Staff recommends that the City Council:
1) Conduct the public hearing and adopt Resolution No. 3994; and 2) Review the report determining the amount of delinquent, unpaid residential solid waste charges billed during the calendar year 2022;
3) Determine that such delinquent charges constitute a special assessment and lien; and 4) Direct that such charges be collected via the Riverside County secured property tax roll.

BACKGROUND:

On December 17, 2012, the City Council approved a Second Amendment to the CR&R franchise agreement established in 2005. A provision of this amendment authorized the collection of delinquent solid waste charges through the Riverside County secured property tax roll.

On June 17, 2014, the City Council adopted Ordinance No. 14-08, amending Section 8.32.150 of Chapter 8.32 of Title 8 of the San Jacinto Municipal Code, authorizing the placement of these charges on the tax roll.

DISCUSSION:

At specified intervals, CR&R sends notices to delinquent accounts, including information on tax roll placement. Once an account becomes 90 days delinquent, if the account is held in a name other than the property owner, a letter is sent to the property owner informing them that the delinquent charges are subject to placement on the tax roll. In addition to these routine notices, CR&R sent a Notice of Public Hearing to the affected property owners in June 2023.

CR&R has provided the City with the list of the properties and amounts with 2022 charges that remain unpaid, shown as Exhibit A of Resolution 3994.

FISCAL IMPACT:

This item has no fiscal impact.

ATTACHMENTS:

4.3 Packet Pg. 284
Resolution 3994 - Tax Roll Placement of CR&R Delinquent Solid Waste Exhibit A - CR&R 2022 Delinquent Tax Roll List of Assessments

4.3 Packet Pg. 285
Resolution No. 3994

Page 1 of 5 ends

STATE OF CALIFORNIA ) RESOLUTION NO. 3994
COUNTY OF RIVERSIDE ) ss

CITY OF SAN JACINTO )

A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF SAN

JACINTO, CALIFORNIA, ADOPTING A REPORT DETERMINING

THE AMOUNT OF DELINQUENT RESIDENTIAL SOLID WASTE
CHARGES BILLED DURING CALENDAR YEAR 2022 AND
UNPAID; DETERMINING THAT SUCH DELINQUENT CHARGES
CONSTITUTE A SPECIAL ASSESSMENT AND LIEN; AND

DIRECTING THAT SUCH CHARGES BE COLLECTED VIA THE

RIVERSIDE COUNTY TAX ROLL
WHEREAS, pursuant to Sections 38790.1 and 25831 of the California Government Code and Section 8.32.150(C) of the San Jacinto Municipal Code, the City of San Jacinto is authorized to collect delinquent residential solid waste charges, including any accrued penalties (the “Delinquent Charges”) on the Riverside County property tax roll; and
WHEREAS, pursuant to Sections 38790.1 and 25831 of the California Government Code and Section 8.32.150(C) of the San Jacinto Municipal Code, as applicable, the City Council desires to recover such Delinquent Charges that were billed at any time during Calendar Year 2022, and which remain unpaid, by forwarding them to the Riverside County Recorder/Clerk and Riverside County Auditor-Controller/Treasurer/Tax Collector to be recorded as a lien and collected as a special assessment on the tax roll in the same manner, by the same persons and at the same time, together with and not separate from, the general taxes, and has caused a written report (“Report”), a copy of which is attached hereto as Exhibit “A” and by this reference incorporated herein, to be prepared and filed with the City Clerk containing the description of each residential real property parcel which is subject to the Delinquent Charges and the amount of Delinquent Charges that remain unpaid by each such residential real property parcel; and WHEREAS, the City caused a notice of the filing of this Report and of the time and place of the public hearing thereon to be mailed to the record owner of each residential real property parcel subject to the Delinquent Charges, all in accordance with Sections 38790.1 and 25831 of the California Government Code and Section 8.32.150(C) of the San Jacinto Municipal Code; and WHEREAS, at the time stated in the notice on the 18th day of July, 2023, at 6:30 p.m., the City Council conducted the public hearing on the Written Report and heard and considered all objections or protests thereto, and has overridden said objections and protests; and

4.3.a
Packet Pg. 286 Attachment: Resolution 3994 - Tax Roll Placement of CR&R Delinquent Solid Waste (2022 Delinquent Solid Waste Tax Roll Placement) Resolution No. 3994

Page 2 of 5 ends

WHEREAS, the Delinquent Charges and costs of lien shall constitute a lien and special assessment against the parcel or parcels of land described in the Report in accordance with Sections 38790.1 and 25831 of the California Government Code and Section 8.32.150(C) of the San Jacinto Municipal Code.

NOW, THEREFORE, BE IT RESOLVED, FOUND, DETERMINED AND

ORDERED BY THE CITY COUNCIL OF THE CITY OF SAN JACINTO, CALIFORNIA, AS FOLLOWS:

SECTION 1: The City Council hereby finds and determines that the above Recitals are true and correct are incorporated herein.

SECTION 2: The Report filed with the City Clerk contains the description of each residential real property parcel, which is subject to the Delinquent Charges, and the amount of Delinquent Charges to be imposed thereon, which were billed during Calendar Year 2022 and which remain unpaid, together with any accrued penalties, and the Report is therefore approved and adopted.

SECTION 3: The Report with Delinquent Charges for Calendar Year 2022 shall be forwarded to the Riverside County Recorder/Clerk for recording of a lien, and forwarded to the Riverside County Auditor-Controller/Treasurer/Tax Collector for collection on the tax roll in the same manner, by the same person, at the same time, together with and not separate from the general taxes, as special assessments against the property to which they relate, and shall constitute liens on the property in the amount of the assessment to be added to the tax bill next levied against the property.

SECTION 4: On or before the 10th day of August, 2023, the City Clerk is hereby directed to file with the Riverside County Recorder/Clerk and the Riverside County Auditor-Controller/Treasurer/Tax Collector a copy of the Report, with a statement endorsed thereon over his or her signature that this has been fully adopted by the City Council, together with a certified copy of this Resolution, and shall request that the Delinquent Charges be recorded as a lien against the parcels and collected on the tax bills as a special assessment for the taxable parcels in the City identified in the Report along with the ordinary ad valorem taxes to be levied on and collected from owners of said parcels.

SECTION 5: The special assessment for the Delinquent Charges authorized herein is levied without regard to the valuation of the subject residential real properties.

SECTION 6: If any provision of this Resolution or the application thereof to any person or circumstance is held invalid, such invalidity shall not affect other provisions or applications, and to this end, the provisions of this Resolution are declared to be severable.

4.3.a
Packet Pg. 287 Attachment: Resolution 3994 - Tax Roll Placement of CR&R Delinquent Solid Waste (2022 Delinquent Solid Waste Tax Roll Placement) Resolution No. 3994

Page 3 of 5 ends

PASSED, APPROVED AND ADOPTED this 18th day of July, 2023 by the following vote:

AYES:

NAYS:

ABSENT:

ABSTAIN:

CITY OF SAN JACINTO:
_____________________________
Alonso Ledezma, Mayor
ATTEST:
______________________________
Julia Espinoza, City Clerk
City of San Jacinto
APPROVED AS TO FORM:
______________________________
City Attorney
Best Best & Krieger LLP

4.3.a
Packet Pg. 288 Attachment: Resolution 3994 - Tax Roll Placement of CR&R Delinquent Solid Waste (2022 Delinquent Solid Waste Tax Roll Placement) Resolution No. 3994

Page 4 of 5 ends

STATE OF CALIFORNIA )
COUNTY OF RIVERSIDE ) ss

CITY OF SAN JACINTO )

CERTIFICATION
I, Julia Espinoza, City Clerk of the City of San Jacinto, do hereby certify that the foregoing Resolution No. 3994 was duly passed, and adopted at a regular meeting of the City Council of the City of San Jacinto held on the 18th day of July 2023, by the following vote:

AYES:

NAYS:

ABSENT:

ABSTAIN:

IN WITNESS WHEREOF, I HAVE HEREUNTO SET MY HAND AND THE Official Seal of the City of San Jacinto this 18th day of July, 2023. ___________________________
Julia Espinoza, City Clerk

4.3.a
Packet Pg. 289 Attachment: Resolution 3994 - Tax Roll Placement of CR&R Delinquent Solid Waste (2022 Delinquent Solid Waste Tax Roll Placement) Resolution No. 3994

Page 5 of 5 ends

EXHIBIT “A”
List of Assessments

4.3.a
Packet Pg. 290 Attachment: Resolution 3994 - Tax Roll Placement of CR&R Delinquent Solid Waste (2022 Delinquent Solid Waste Tax Roll Placement) City of San Jacinto
Tax Roll Placement - Tax Year 2023 - 2024
2022 CR&R Delinquent Solid Waste Charges
County Fund 68-4947FC - SJ CR&R Delinquent Solid Waste
Assessor
Parcel
Number
Tax Roll
Amount
Assessor
Parcel
Number
Tax Roll
Amount
Assessor
Parcel
Number
Tax Roll
Amount
432-060-019 $ 413.64 435-064-009 $ 569.89 436-742-001 $ 428.73 432-081-001 $ 97.94 435-080-005 $ 60.60 436-750-011 $ 288.21 432-081-014 $ 428.73 435-091-010 $ 188.13 436-750-027 $ 219.49 432-082-007 $ 558.10 435-091-013 $ 630.19 436-760-002 $ 236.97 432-083-001 $ 193.66 435-091-016 $ 101.32 436-761-026 $ 73.94 432-092-004 $ 193.66 435-091-018 $ 428.73 436-762-018 $ 97.94 432-101-009 $ 201.46 435-091-019 $ 406.14 437-021-012 $ 329.14 432-102-005 $ 154.39 435-092-004 $ 306.51 437-021-017 $ 406.14 432-190-001 $ 394.44 435-092-011 $ 428.73 437-024-006 $ 97.94 432-191-008 $ 229.23 435-092-012 $ 93.66 437-024-008 $ 76.69 432-200-015 $ 200.65 435-092-027 $ 417.47 437-031-004 $ 17.31 432-201-011 $ 251.34 435-101-017 $ 127.47 437-031-009 $ 428.73 432-203-016 $ 97.94 435-102-045 $ 401.51 437-031-018 $ 251.34 432-210-025 $ 442.65 435-111-003 $ 428.73 437-033-003 $ 418.11 432-210-026 $ 239.13 435-112-016 $ 428.73 437-033-006 $ 97.94 432-210-027 $ 428.73 435-122-021 $ 428.73 437-035-001 $ 97.94 432-210-030 $ 406.14 435-122-032 $ 123.94 437-035-012 $ 90.50 432-211-005 $ 384.04 435-124-006 $ 852.43 437-035-015 $ 428.73 432-213-009 $ 587.55 435-124-009 $ 428.73 437-041-012 $ 93.69 432-220-006 $ 185.50 435-124-020 $ 428.73 437-043-001 $ 28.71 432-221-002 $ 428.73 435-131-009 $ 359.25 437-043-018 $ 368.47 432-222-004 $ 415.41 435-131-046 $ 135.53 437-044-002 $ 193.66 432-222-005 $ 429.18 435-131-050 $ 122.34 437-044-014 $ 428.73 432-222-008 $ 415.73 435-132-020 $ 406.14 437-044-017 $ 406.14 432-222-018 $ 428.73 435-132-050 $ 428.73 437-045-011 $ 203.96 432-222-027 $ 428.73 435-141-009 $ 97.94 437-051-004 $ 428.73 432-223-003 $ 99.33 435-141-013 $ 197.25 437-051-011 $ 428.73 432-230-004 $ 203.70 435-141-019 $ 193.66 437-052-009 $ 428.73 432-230-006 $ 38.61 435-141-030 $ 267.38 437-053-009 $ 372.60 432-230-015 $ 273.42 435-142-004 $ 94.44 437-061-020 $ 193.66 432-232-009 $ 400.24 435-151-010 $ 394.44 437-061-024 $ 423.70 432-232-012 $ 558.10 435-152-007 $ 355.38 437-062-008 $ 778.14 432-233-001 $ 397.75 435-152-015 $ 428.73 437-066-002 $ 428.73 432-234-010 $ 488.95 435-152-020 $ 428.73 437-073-001 $ 378.97 432-241-011 $ 449.75 435-160-016 $ 256.90 437-073-012 $ 428.73 432-241-020 $ 428.73 435-171-006 $ 428.73 437-073-023 $ 158.94 432-242-001 $ 429.72 435-171-007 $ 283.48 437-074-001 $ 84.28 432-243-009 $ 82.88 435-211-057 $ 189.37 437-074-002 $ 425.13 432-243-013 $ 97.94 435-240-003 $ 428.73 437-074-013 $ 124.70 432-250-015 $ 75.68 435-240-011 $ 335.79 437-074-019 $ 428.73 432-251-007 $ 269.07 435-240-024 $ 97.94 437-091-003 $ 428.73 432-252-005 $ 183.34 435-240-029 $ 417.47 437-091-011 $ 286.91 432-270-007 $ 290.99 435-240-041 $ 228.19 437-092-004 $ 517.66

4.3.b
Packet Pg. 291 Attachment: Exhibit A - CR&R 2022 Delinquent Tax Roll List of Assessments (2022 Delinquent Solid Waste Tax Roll Placement) City of San Jacinto
Tax Roll Placement - Tax Year 2023 - 2024
2022 CR&R Delinquent Solid Waste Charges
County Fund 68-4947FC - SJ CR&R Delinquent Solid Waste
Assessor
Parcel
Number
Tax Roll
Amount
Assessor
Parcel
Number
Tax Roll
Amount
Assessor
Parcel
Number
Tax Roll
Amount
432-292-007 $ 286.91 435-250-014 $ 346.60 437-092-007 $ 428.73 432-293-002 $ 408.84 435-250-016 $ 428.73 437-092-010 $ 428.73 432-293-005 $ 404.32 435-250-018 $ 289.51 437-093-012 $ 286.91 432-300-001 $ 193.66 435-271-019 $ 428.73 437-101-002 $ 364.34 432-310-009 $ 106.91 435-271-025 $ 428.73 437-101-007 $ 222.33 432-310-016 $ 106.91 435-272-015 $ 154.12 437-103-001 $ 135.71 432-310-021 $ 428.73 435-272-030 $ 430.53 437-103-017 $ 553.27 432-312-006 $ 414.43 435-280-002 $ 669.33 437-103-032 $ 396.70 432-320-004 $ 249.22 435-280-016 $ 366.71 437-111-002 $ 388.14 432-330-008 $ 421.42 435-280-027 $ 96.37 437-111-009 $ 428.73 432-330-015 $ 193.39 435-280-028 $ 387.88 437-112-001 $ 252.85 432-330-041 $ 177.03 435-330-030 $ 225.95 437-113-001 $ 428.73 432-331-006 $ 32.45 436-040-013 $ 420.24 437-113-002 $ 97.94 432-341-005 $ 30.01 436-050-002 $ 428.73 437-114-011 $ 373.73 432-351-001 $ 43.66 436-052-005 $ 417.47 437-114-013 $ 421.19 433-171-003 $ 288.45 436-052-035 $ 218.95 437-114-016 $ 266.86 433-171-008 $ 337.97 436-052-038 $ 292.54 437-120-017 $ 428.73 433-171-019 $ 669.33 436-052-040 $ 420.29 437-120-032 $ 224.69 433-171-022 $ 228.73 436-060-015 $ 407.66 437-130-007 $ 241.11 433-172-001 $ 428.73 436-061-012 $ 326.99 437-141-005 $ 428.73 433-211-002 $ 345.41 436-061-016 $ 193.66 437-141-006 $ 183.31 433-211-015 $ 428.73 436-061-019 $ 432.87 437-142-017 $ 195.63 433-212-009 $ 97.94 436-061-045 $ 428.73 437-142-019 $ 184.33 433-212-033 $ 428.73 436-062-006 $ 428.73 437-142-024 $ 56.14 433-222-025 $ 428.73 436-091-005 $ 428.73 437-142-030 $ 431.21 433-222-033 $ 216.91 436-091-008 $ 93.66 437-142-033 $ 193.66 433-222-045 $ 435.57 436-091-016 $ 428.73 437-151-015 $ 428.73 433-222-053 $ 194.14 436-092-004 $ 391.81 437-151-024 $ 97.94 433-222-062 $ 406.14 436-092-012 $ 26.84 437-152-012 $ 406.01 433-231-020 $ 312.95 436-100-008 $ 86.91 437-153-012 $ 538.26 433-231-024 $ 270.88 436-101-014 $ 275.39 437-161-015 $ 178.73 433-231-034 $ 59.90 436-101-035 $ 428.73 437-161-019 $ 229.83 433-231-035 $ 406.14 436-101-041 $ 109.61 437-161-031 $ 145.79 433-241-024 $ 97.94 436-110-005 $ 174.34 437-161-034 $ 417.47 433-252-036 $ 399.75 436-120-013 $ 384.04 437-162-015 $ 97.94 433-252-076 $ 278.73 436-120-026 $ 428.73 437-162-025 $ 100.88 433-264-003 $ 263.25 436-120-027 $ 428.73 437-162-033 $ 345.65 433-264-051 $ 428.73 436-120-037 $ 428.73 437-162-039 $ 193.66 433-265-051 $ 193.66 436-130-001 $ 267.75 437-171-007 $ 97.94 433-265-060 $ 806.17 436-130-002 $ 428.73 437-172-012 $ 171.81 433-270-010 $ 259.38 436-130-003 $ 38.95 437-173-010 $ 130.94 433-270-021 $ 406.32 436-130-004 $ 417.47 437-174-004 $ 428.73 433-310-011 $ 428.73 436-131-004 $ 428.73 437-174-009 $ 131.89

4.3.b
Packet Pg. 292 Attachment: Exhibit A - CR&R 2022 Delinquent Tax Roll List of Assessments (2022 Delinquent Solid Waste Tax Roll Placement) City of San Jacinto
Tax Roll Placement - Tax Year 2023 - 2024
2022 CR&R Delinquent Solid Waste Charges
County Fund 68-4947FC - SJ CR&R Delinquent Solid Waste
Assessor
Parcel
Number
Tax Roll
Amount
Assessor
Parcel
Number
Tax Roll
Amount
Assessor
Parcel
Number
Tax Roll
Amount
433-322-005 $ 287.16 436-131-024 $ 346.23 437-190-004 $ 165.02 433-324-002 $ 55.46 436-143-006 $ 362.97 437-190-005 $ 201.29 433-332-018 $ 406.14 436-144-004 $ 425.85 437-200-004 $ 382.48 433-341-004 $ 531.88 436-144-007 $ 193.66 437-251-001 $ 144.79 433-342-019 $ 123.66 436-150-016 $ 115.34 437-251-002 $ 296.80 433-342-020 $ 428.73 436-150-021 $ 428.73 437-251-003 $ 203.03 433-351-001 $ 389.08 436-150-035 $ 288.21 437-251-007 $ 195.21 433-351-002 $ 364.34 436-150-039 $ 373.03 437-251-011 $ 90.88 433-351-013 $ 147.83 436-160-011 $ 371.77 437-251-015 $ 253.80 433-354-008 $ 428.73 436-181-021 $ 231.77 437-251-022 $ 206.68 433-361-001 $ 287.46 436-181-030 $ 428.73 437-251-023 $ 428.73 433-362-004 $ 543.39 436-181-032 $ 106.73 437-251-028 $ 428.73 433-362-005 $ 94.50 436-190-005 $ 274.01 437-252-002 $ 428.73 433-362-023 $ 193.66 436-190-006 $ 100.72 437-252-005 $ 97.94 433-371-007 $ 401.82 436-191-021 $ 426.57 437-252-022 $ 292.02 433-371-011 $ 409.75 436-191-025 $ 428.73 437-252-024 $ 515.07 433-371-018 $ 428.73 436-191-026 $ 428.73 437-252-039 $ 202.35 433-371-020 $ 35.98 436-192-035 $ 428.73 437-252-041 $ 228.73 433-372-008 $ 429.68 436-200-007 $ 596.73 437-252-048 $ 18.66 433-373-007 $ 428.73 436-201-002 $ 110.14 437-260-001 $ 251.34 433-381-006 $ 473.86 436-201-004 $ 126.35 437-260-033 $ 97.94 433-381-020 $ 357.02 436-201-011 $ 209.09 437-270-028 $ 573.75 433-381-027 $ 143.66 436-201-018 $ 169.88 437-281-029 $ 49.18 433-390-012 $ 419.54 436-201-024 $ 331.93 437-281-036 $ 507.21 433-390-013 $ 92.64 436-210-003 $ 428.73 437-282-033 $ 428.69 433-390-023 $ 211.84 436-210-023 $ 406.14 437-300-004 $ 219.48 433-401-017 $ 428.73 436-211-004 $ 93.66 437-300-032 $ 428.73 433-402-004 $ 64.74 436-211-006 $ 190.88 437-300-037 $ 428.73 433-404-023 $ 428.73 436-211-023 $ 417.85 437-321-013 $ 136.91 433-413-016 $ 193.66 436-211-030 $ 40.80 437-321-022 $ 394.44 433-421-007 $ 94.81 436-231-017 $ 145.29 437-322-003 $ 97.94 433-421-029 $ 528.67 436-240-019 $ 350.70 437-322-004 $ 289.17 433-432-009 $ 336.84 436-240-020 $ 428.73 437-322-006 $ 211.44 433-442-011 $ 441.87 436-241-006 $ 428.73 437-322-013 $ 587.70 433-453-016 $ 292.17 436-263-001 $ 428.73 437-322-018 $ 91.08 433-463-010 $ 404.29 436-263-007 $ 428.73 437-323-009 $ 425.11 433-463-013 $ 163.66 436-264-005 $ 17.94 437-340-001 $ 315.14 433-472-025 $ 422.51 436-265-001 $ 428.73 437-340-005 $ 428.73 433-473-005 $ 506.76 436-271-007 $ 97.94 437-340-028 $ 191.62 433-473-012 $ 419.89 436-271-013 $ 97.94 437-340-037 $ 145.81 433-473-015 $ 116.25 436-280-016 $ 428.73 437-340-038 $ 411.15 433-490-008 $ 257.65 436-290-004 $ 394.44 437-340-039 $ 286.91 433-491-001 $ 558.10 436-290-006 $ 428.73 437-340-049 $ 394.44

4.3.b
Packet Pg. 293 Attachment: Exhibit A - CR&R 2022 Delinquent Tax Roll List of Assessments (2022 Delinquent Solid Waste Tax Roll Placement) City of San Jacinto
Tax Roll Placement - Tax Year 2023 - 2024
2022 CR&R Delinquent Solid Waste Charges
County Fund 68-4947FC - SJ CR&R Delinquent Solid Waste
Assessor
Parcel
Number
Tax Roll
Amount
Assessor
Parcel
Number
Tax Roll
Amount
Assessor
Parcel
Number
Tax Roll
Amount
433-492-016 $ 424.13 436-290-017 $ 352.40 437-340-054 $ 217.47 433-493-004 $ 411.55 436-290-027 $ 558.10 437-340-056 $ 322.60 433-500-009 $ 154.12 436-290-031 $ 114.54 437-340-057 $ 406.14 433-500-015 $ 428.73 436-291-005 $ 425.63 437-350-005 $ 286.91 433-500-031 $ 433.77 436-291-021 $ 417.47 437-350-044 $ 384.04 433-500-033 $ 339.13 436-301-024 $ 428.73 437-350-077 $ 124.83 433-501-004 $ 409.75 436-301-025 $ 428.73 437-372-007 $ 328.73 433-501-012 $ 114.85 436-301-031 $ 428.73 437-372-018 $ 428.73 433-501-013 $ 428.73 436-301-033 $ 185.39 437-373-010 $ 191.11 433-501-020 $ 428.73 436-302-006 $ 402.46 437-373-016 $ 262.93 433-512-009 $ 397.14 436-302-008 $ 372.24 437-373-025 $ 428.73 433-521-002 $ 288.23 436-312-003 $ 234.21 437-380-070 $ 97.94 433-522-001 $ 193.66 436-321-001 $ 319.73 437-391-019 $ 111.10 433-522-004 $ 403.21 436-321-010 $ 412.96 437-391-025 $ 343.43 434-020-018 $ 406.14 436-321-013 $ 417.47 437-391-040 $ 410.60 434-020-020 $ 190.88 436-331-003 $ 208.66 437-392-009 $ 454.28 434-020-035 $ 428.73 436-332-004 $ 428.73 437-400-001 $ 128.73 434-020-036 $ 428.73 436-332-008 $ 97.94 437-400-020 $ 193.66 434-020-069 $ 411.41 436-334-001 $ 428.73 437-400-032 $ 148.72 434-030-008 $ 428.73 436-334-007 $ 200.95 437-410-011 $ 58.06 434-030-018 $ 406.14 436-340-005 $ 271.59 437-410-021 $ 268.34 434-040-043 $ 428.73 436-341-011 $ 367.41 437-410-028 $ 479.61 434-121-003 $ 193.66 436-342-015 $ 33.54 437-410-041 $ 428.73 434-121-006 $ 118.37 436-350-007 $ 428.73 437-420-004 $ 97.94 434-121-015 $ 429.90 436-350-013 $ 425.94 437-420-009 $ 193.66 434-122-002 $ 128.73 436-350-027 $ 381.10 438-341-002 $ 309.37 434-122-005 $ 87.64 436-351-011 $ 428.73 438-341-005 $ 428.73 434-122-006 $ 428.73 436-360-007 $ 251.85 438-344-018 $ 288.20 434-122-007 $ 258.88 436-370-003 $ 97.94 438-352-010 $ 143.66 434-122-014 $ 406.14 436-371-007 $ 100.00 438-352-012 $ 428.73 434-123-004 $ 451.16 436-372-001 $ 277.60 438-352-013 $ 428.73 434-124-018 $ 428.73 436-380-011 $ 211.10 438-353-001 $ 428.73 434-124-026 $ 428.73 436-381-003 $ 193.66 438-361-016 $ 428.73 434-141-001 $ 167.39 436-381-005 $ 428.73 438-363-016 $ 288.79 434-141-009 $ 430.53 436-381-007 $ 558.10 438-364-005 $ 236.82 434-141-012 $ 145.61 436-382-010 $ 307.56 438-364-009 $ 104.51 434-141-023 $ 93.66 436-383-011 $ 374.65 438-373-009 $ 97.94 434-142-010 $ 493.21 436-383-031 $ 97.94 438-374-004 $ 143.66 434-142-019 $ 428.73 436-391-008 $ 53.56 438-382-006 $ 516.61 434-142-045 $ 184.33 436-392-004 $ 193.66 438-391-013 $ 378.00 434-151-005 $ 366.38 436-393-003 $ 428.73 438-391-014 $ 138.66 434-151-012 $ 845.24 436-393-013 $ 415.85 438-401-028 $ 428.73 434-200-011 $ 193.66 436-393-029 $ 428.18 438-401-030 $ 97.94

4.3.b
Packet Pg. 294 Attachment: Exhibit A - CR&R 2022 Delinquent Tax Roll List of Assessments (2022 Delinquent Solid Waste Tax Roll Placement) City of San Jacinto
Tax Roll Placement - Tax Year 2023 - 2024
2022 CR&R Delinquent Solid Waste Charges
County Fund 68-4947FC - SJ CR&R Delinquent Solid Waste
Assessor
Parcel
Number
Tax Roll
Amount
Assessor
Parcel
Number
Tax Roll
Amount
Assessor
Parcel
Number
Tax Roll
Amount
434-210-005 $ 159.35 436-400-002 $ 181.77 438-403-009 $ 193.66 434-210-011 $ 200.42 436-400-011 $ 94.44 438-404-001 $ 563.50 434-210-021 $ 558.10 436-401-005 $ 100.74 438-404-019 $ 61.27 434-273-012 $ 428.73 436-402-013 $ 57.38 438-411-015 $ 428.73 434-281-005 $ 423.68 436-403-003 $ 97.94 438-412-002 $ 302.60 434-281-013 $ 1,276.14 436-403-013 $ 50.50 438-412-005 $ 156.00 434-281-014 $ 428.73 436-411-005 $ 97.94 438-412-012 $ 122.56 434-281-029 $ 428.73 436-420-001 $ 109.36 438-412-038 $ 410.71 434-281-030 $ 1,699.85 436-420-009 $ 190.88 438-412-043 $ 314.44 434-282-004 $ 362.13 436-421-001 $ 428.73 438-412-046 $ 558.10 434-282-024 $ 428.73 436-421-024 $ 432.87 438-413-006 $ 286.91 434-283-022 $ 399.88 436-422-006 $ 267.47 438-413-014 $ 428.73 434-291-008 $ 101.34 436-430-012 $ 415.91 438-413-016 $ 418.68 434-292-002 $ 328.73 436-430-017 $ 97.94 438-414-011 $ 416.34 434-311-001 $ 428.73 436-432-001 $ 428.73 438-414-015 $ 280.89 434-311-003 $ 443.56 436-433-007 $ 428.73 438-414-016 $ 60.92 434-311-011 $ 428.73 436-440-014 $ 346.33 438-415-003 $ 84.04 434-312-001 $ 184.04 436-440-019 $ 428.73 438-422-007 $ 543.39 434-312-009 $ 196.50 436-440-026 $ 86.44 438-422-022 $ 97.94 434-313-008 $ 428.73 436-441-004 $ 73.66 438-432-009 $ 428.73 434-321-016 $ 303.81 436-441-015 $ 91.91 438-432-013 $ 428.73 434-322-002 $ 154.98 436-450-013 $ 428.73 438-441-014 $ 147.90 434-322-010 $ 149.32 436-460-004 $ 296.79 438-441-053 $ 147.19 434-322-030 $ 428.73 436-462-002 $ 484.89 438-441-058 $ 428.73 434-333-023 $ 264.55 436-462-017 $ 428.73 438-441-069 $ 193.66 434-333-024 $ 171.76 436-463-004 $ 528.48 438-442-005 $ 182.82 434-341-007 $ 286.91 436-470-008 $ 428.73 438-461-002 $ 373.07 434-351-005 $ 428.73 436-471-008 $ 275.51 438-461-026 $ 428.73 434-352-012 $ 417.48 436-473-013 $ 279.52 438-462-003 $ 428.73 434-353-004 $ 558.10 436-474-026 $ 394.44 438-462-007 $ 191.76 434-354-003 $ 428.73 436-474-034 $ 76.91 438-462-016 $ 93.66 434-355-003 $ 201.51 436-490-002 $ 87.20 438-462-020 $ 162.90 434-356-002 $ 392.96 436-500-004 $ 196.54 438-463-012 $ 385.05 434-356-003 $ 407.81 436-500-005 $ 149.39 438-471-029 $ 417.62 434-362-010 $ 418.51 436-501-003 $ 204.28 438-471-032 $ 428.73 434-363-003 $ 28.46 436-501-007 $ 230.12 438-471-043 $ 414.10 434-363-006 $ 682.92 436-501-016 $ 281.28 438-472-010 $ 297.88 434-363-019 $ 428.73 436-510-009 $ 444.85 438-480-003 $ 391.10 434-363-022 $ 183.91 436-510-014 $ 193.66 438-480-047 $ 97.94 434-363-040 $ 71.08 436-511-013 $ 50.82 438-480-052 $ 204.48 434-363-043 $ 399.96 436-511-024 $ 394.44 438-482-035 $ 47.88 434-364-001 $ 84.21 436-511-034 $ 193.66 438-482-036 $ 558.10 434-370-007 $ 46.35 436-511-040 $ 192.19 438-492-002 $ 126.35

4.3.b
Packet Pg. 295 Attachment: Exhibit A - CR&R 2022 Delinquent Tax Roll List of Assessments (2022 Delinquent Solid Waste Tax Roll Placement) City of San Jacinto
Tax Roll Placement - Tax Year 2023 - 2024
2022 CR&R Delinquent Solid Waste Charges
County Fund 68-4947FC - SJ CR&R Delinquent Solid Waste
Assessor
Parcel
Number
Tax Roll
Amount
Assessor
Parcel
Number
Tax Roll
Amount
Assessor
Parcel
Number
Tax Roll
Amount
434-371-002 $ 364.34 436-511-045 $ 428.73 438-492-012 $ 328.04 434-371-010 $ 404.66 436-511-047 $ 93.66 438-492-015 $ 193.66 434-382-007 $ 89.97 436-511-054 $ 46.81 438-500-003 $ 126.99 434-403-010 $ 428.73 436-520-024 $ 428.73 438-500-004 $ 558.10 434-403-012 $ 308.06 436-530-017 $ 563.17 438-500-011 $ 38.49 434-403-020 $ 332.14 436-530-019 $ 97.94 438-501-007 $ 428.73 434-404-009 $ 97.94 436-530-026 $ 428.73 438-501-014 $ 69.41 434-404-011 $ 193.66 436-530-030 $ 428.73 438-502-008 $ 394.44 434-405-023 $ 187.21 436-540-003 $ 428.73 438-502-012 $ 66.02 434-413-008 $ 97.05 436-541-015 $ 428.73 438-510-004 $ 314.58 434-415-006 $ 428.73 436-541-017 $ 452.79 438-520-007 $ 213.40 434-416-005 $ 428.73 436-541-024 $ 182.61 438-521-010 $ 428.73 434-420-006 $ 428.73 436-541-028 $ 428.73 438-530-018 $ 348.27 434-431-020 $ 264.78 436-541-034 $ 428.73 438-540-008 $ 284.19 434-432-013 $ 43.66 436-550-006 $ 428.73 438-540-014 $ 54.14 434-441-007 $ 105.00 436-550-009 $ 555.00 438-550-006 $ 428.73 434-442-005 $ 406.14 436-551-013 $ 97.94 438-550-026 $ 128.27 434-442-013 $ 428.73 436-552-006 $ 420.00 438-550-043 $ 193.66 434-442-025 $ 428.73 436-552-008 $ 428.73 438-550-049 $ 149.52 434-443-003 $ 97.94 436-560-005 $ 97.94 438-551-006 $ 181.31 434-443-011 $ 169.93 436-560-009 $ 528.58 438-560-032 $ 115.11 434-443-012 $ 99.24 436-561-001 $ 97.94 438-561-005 $ 109.58 434-443-015 $ 421.44 436-561-002 $ 286.91 438-563-023 $ 1,013.24 434-452-005 $ 38.56 436-561-025 $ 123.50 438-570-012 $ 323.75 434-452-009 $ 428.73 436-580-012 $ 47.01 438-570-023 $ 38.27 434-452-013 $ 193.66 436-580-014 $ 428.73 438-570-031 $ 606.56 434-452-020 $ 193.66 436-580-015 $ 428.73 438-571-007 $ 206.88 434-453-002 $ 297.83 436-581-012 $ 428.73 438-571-019 $ 428.73 434-461-001 $ 193.66 436-581-026 $ 428.73 438-571-029 $ 432.06 434-471-005 $ 111.07 436-581-050 $ 696.09 438-580-003 $ 203.19 434-471-008 $ 284.98 436-581-053 $ 193.66 438-580-021 $ 413.13 434-471-023 $ 97.94 436-581-054 $ 132.92 438-580-025 $ 193.66 434-472-024 $ 428.73 436-581-065 $ 97.94 438-581-001 $ 99.33 434-472-027 $ 421.58 436-581-067 $ 428.73 438-581-012 $ 684.10 434-480-030 $ 423.45 436-581-069 $ 428.73 438-591-019 $ 422.38 434-480-039 $ 429.20 436-581-071 $ 315.77 438-591-025 $ 428.73 434-480-056 $ 394.44 436-590-013 $ 219.64 438-591-032 $ 43.66 434-490-005 $ 208.02 436-590-015 $ 428.73 438-591-038 $ 418.38 434-492-017 $ 195.76 436-590-016 $ 427.07 438-591-039 $ 428.73 434-492-021 $ 406.14 436-591-002 $ 413.25 438-591-066 $ 286.91 434-493-005 $ 428.73 436-591-009 $ 126.35 438-591-068 $ 73.11 434-493-008 $ 132.31 436-591-017 $ 518.10 438-600-003 $ 193.66 434-500-004 $ 650.83 436-591-018 $ 251.34 438-600-006 $ 505.21

4.3.b
Packet Pg. 296 Attachment: Exhibit A - CR&R 2022 Delinquent Tax Roll List of Assessments (2022 Delinquent Solid Waste Tax Roll Placement) City of San Jacinto
Tax Roll Placement - Tax Year 2023 - 2024
2022 CR&R Delinquent Solid Waste Charges
County Fund 68-4947FC - SJ CR&R Delinquent Solid Waste
Assessor
Parcel
Number
Tax Roll
Amount
Assessor
Parcel
Number
Tax Roll
Amount
Assessor
Parcel
Number
Tax Roll
Amount
434-500-024 $ 428.73 436-591-028 $ 421.42 438-600-010 $ 50.83 434-501-013 $ 96.90 436-620-001 $ 563.25 438-600-013 $ 570.12 434-510-002 $ 90.15 436-622-005 $ 428.73 438-600-032 $ 407.55 434-510-015 $ 432.69 436-622-008 $ 100.72 439-112-040 $ 428.73 434-510-024 $ 406.14 436-622-012 $ 428.73 439-150-010 $ 428.73 434-510-028 $ 428.73 436-633-007 $ 286.91 439-160-004 $ 541.57 434-510-029 $ 246.56 436-633-020 $ 193.66 439-210-025 $ 359.77 434-510-030 $ 277.60 436-633-024 $ 122.28 439-210-031 $ 59.04 434-510-052 $ 43.66 436-641-025 $ 106.64 439-340-003 $ 428.73 434-511-009 $ 193.66 436-641-027 $ 307.04 439-340-013 $ 428.73 434-520-017 $ 76.35 436-643-012 $ 103.46 439-340-018 $ 428.73 434-520-020 $ 417.47 436-643-016 $ 428.73 439-342-024 $ 128.39 434-520-025 $ 428.73 436-643-022 $ 428.73 439-342-030 $ 181.37 434-520-027 $ 384.04 436-643-025 $ 97.16 439-342-034 $ 428.73 434-520-031 $ 428.73 436-643-028 $ 420.82 439-363-013 $ 93.66 434-530-001 $ 428.73 436-643-040 $ 428.73 439-363-018 $ 97.94 434-530-010 $ 428.73 436-650-005 $ 27.94 547-191-032 $ 140.87 434-530-015 $ 428.73 436-650-008 $ 428.73 547-191-044 $ 430.02 434-530-018 $ 418.60 436-651-010 $ 394.19 547-191-047 $ 97.94 434-531-010 $ 413.76 436-652-007 $ 286.91 547-201-002 $ 428.73 434-532-026 $ 247.70 436-652-009 $ 428.73 547-201-020 $ 83.12 434-532-030 $ 428.73 436-661-001 $ 417.47 547-201-035 $ 643.30 434-540-016 $ 428.73 436-671-021 $ 99.62 547-202-013 $ 203.31 434-541-001 $ 428.73 436-671-022 $ 420.19 547-212-002 $ 97.94 434-542-003 $ 286.91 436-690-016 $ 406.14 547-212-030 $ 428.73 434-543-017 $ 52.57 436-690-028 $ 597.08 547-213-005 $ 428.73 434-543-023 $ 23.99 436-691-018 $ 155.00 551-381-011 $ 193.66 435-020-008 $ 428.73 436-691-036 $ 156.99 551-381-013 $ 174.54 435-055-007 $ 126.72 436-691-039 $ 323.82 551-381-034 $ 111.40 435-062-016 $ 428.73 436-721-020 $ 437.81 551-382-011 $ 193.66 435-062-026 $ 193.66 436-721-025 $ 90.47 551-384-011 $ 46.76 435-063-007 $ 145.84 436-731-008 $ 429.45 551-384-035 $ 192.27 435-063-009 $ 435.03 436-733-012 $ 290.06 551-550-009 $ 98.95 435-063-012 $ 397.37 436-740-004 $ 394.44 551-550-020 $ 115.66 435-063-022 $ 97.94 436-740-015 $ 330.71 551-553-002 $ 465.41 435-064-007 $ 398.50 436-741-006 $ 93.66
$ 269,483.04

4.3.b
Packet Pg. 297 Attachment: Exhibit A - CR&R 2022 Delinquent Tax Roll List of Assessments (2022 Delinquent Solid Waste Tax Roll Placement) July 18, 2023
TO: City Council
REQUESTED BY: Erika Gomez, Finance Director
APPROVED BY: Robert A. Johnson, City Manager
SUBJECT: Code Enforcement Administrative Citations Tax Roll 23/24 RECOMMENDATION:

Staff recommends that the City Council:
1) Adopt Resolution No. 3993, confirming the collection and assessment of unpaid nuisance abatement costs and administrative citations on the County property tax roll for Fiscal Year 2023-2024.

DISCUSSION:

The City’s Code Enforcement Division has issued administrative citations in response to municipal code violations, and in certain circumstances, has initiated emergency abatement actions to remedy conditions found to exist in land within the City that is considered to be detrimental to public health, safety, or welfare or which interfere with reasonable enjoyment of life or property, and thereby create a public nuisance.

Code Enforcement has provided proper notice to the affected property owners as determined by the Municipal Code, and the Community Preservation Committee (CPC) has reviewed and approved the fines on each of the properties. The list of properties has been reviewed in its entirety at the special meeting of the CPC on June 13, 2023.

The attached list of administrative citations and abatement actions remain unpaid as of the preparation of this staff report. Parcels will be removed from the list if payment is received before submission to the County or upon further action of the CPC. The Municipal Code provides for the placement of the unpaid administration citations and nuisance abatement costs on the property tax roll as a means of collecting this debt. The Municipal Code requires City Council approval of the parcels to be submitted for placement on the County tax roll.

FISCAL IMPACT:

Approximately $142,600 in unpaid administrative citations and nuisance abatement costs will be levied on the property tax roll. The collection of unpaid nuisance abatement costs and administrative citations will offset expenditures incurred for the Code Enforcement program, which are otherwise incurred by the General Fund.

ATTACHMENTS:

Exhibit A - Delinquent Citation 2022 List of Assessments

4.4 Packet Pg. 298
City of San Jacinto
Tax Roll Placement - Tax Year 2023-2024
Weed Abatement and Administrative Citation Fines
County Fund 68-2803FC - San Jacinto Code Violations
Assessor
Parcel Number
Tax Roll
Amount
Assessor
Parcel Number
Tax Roll
Amount
Assessor
Parcel Number
Tax Roll
Amount
432-081-001 $ 145.00 436-191-013 $ 145.00 437-180-024 $ 1,190.00 432-201-010 $ 145.00 436-290-004 $ 245.00 437-190-009 $ 2,595.00 432-231-008 $ 1,735.00 436-290-017 $ 245.00 437-190-013 $ 2,535.00 432-233-015 $ 1,090.00 436-310-007 $ 390.00 437-200-019 $ 980.00 433-130-020 $ 245.00 436-393-003 $ 2,180.00 437-252-022 $ 2,425.00 433-190-004 $ 145.00 436-393-013 $ 390.00 437-260-014 $ 15,205.00 433-212-009 $ 145.00 436-403-003 $ 2,180.00 438-414-005 $ 1,090.00 433-221-028 $ 145.00 436-421-026 $ 390.00 438-550-018 $ 245.00 433-231-023 $ 245.00 436-422-006 $ 390.00 438-591-025 $ 4,025.00 433-231-035 $ 145.00 436-437-007 $ 245.00 439-070-049 $ 8,770.00 433-300-032 $ 770.00 436-501-001 $ 145.00 439-130-002 $ 245.00 433-332-018 $ 145.00 436-600-033 $ 14,180.00 439-170-021 $ 8,170.00 433-373-004 $ 145.00 436-622-012 $ 145.00 547-212-030 $ 5,060.00 433-463-018 $ 145.00 436-640-003 $ 145.00 551-550-016 $ 4,205.00 433-472-007 $ 145.00 436-710-005 $ 345.00 551-551-015 $ 145.00 433-511-006 $ 2,570.00 436-730-027 $ 620.00
433-522-004 $ 145.00 436-730-028 $ 620.00 $ 142,588.00
433-522-005 $ 690.00 436-730-029 $ 620.00
434-020-021 $ 790.00 436-750-001 $ 620.00
434-070-033 $ 2,644.00 436-750-002 $ 520.00
434-110-023 $ 3,185.00 436-750-003 $ 520.00
434-110-034 $ 1,480.00 436-750-004 $ 620.00
434-121-005 $ 1,754.00 436-751-029 $ 390.00
434-124-013 $ 390.00 436-751-030 $ 390.00
434-281-005 $ 3,225.00 436-751-031 $ 390.00
434-281-007 $ 4,905.00 436-751-032 $ 490.00
434-282-004 $ 145.00 436-751-033 $ 490.00
434-413-015 $ 390.00 436-751-034 $ 490.00
434-452-009 $ 4,360.00 436-751-035 $ 490.00
434-453-002 $ 390.00 436-751-036 $ 490.00
434-453-005 $ 390.00 436-751-037 $ 490.00
434-490-015 $ 390.00 436-751-038 $ 490.00
434-520-018 $ 245.00 436-751-039 $ 490.00
434-523-006 $ 445.00 436-751-040 $ 490.00
435-061-014 $ 245.00 437-075-001 $ 395.00
435-071-014 $ 390.00 437-075-004 $ 390.00
435-091-040 $ 245.00 437-082-002 $ 2,925.00
435-122-024 $ 390.00 437-092-013 $ 1,045.00
435-124-006 $ 145.00 437-104-002 $ 1,535.00
435-141-030 $ 390.00 437-104-009 $ 1,090.00
435-250-016 $ 490.00 437-114-001 $ 990.00
435-261-009 $ 245.00 437-142-038 $ 2,635.00
435-292-028 $ 2,570.00 437-151-008 $ 145.00
436-061-040 $ 145.00 437-153-002 $ 690.00
436-062-010 $ 145.00 437-153-023 $ 245.00
436-062-012 $ 145.00 437-171-004 $ 245.00
436-190-005 $ 1,035.00 437-174-009 $ 1,245.00

4.4.a
Packet Pg. 299 Attachment: Exhibit A - Delinquent Citation 2022 List of Assessments (Code Enforcement Administrative Citations Tax Roll 23/24) July 18, 2023
TO: City Council
REQUESTED BY: Travis Randel, Deputy City Manager, Development Services APPROVED BY: Robert A. Johnson, City Manager
SUBJECT: Introduction of Ordinance No. 23-08 (P23-044)
RECOMMENDATION:

Staff recommends that the City Council:

1. DETERMINE that the Development Code Amendment is exempt from the California Environmental Quality Act (CEQA), pursuant to Section 15061(b)(3), Common Sense Exemption, of the CEQA Guidelines due to the minor nature of the changes to regulation and the absence of a development project; and,

2. INTRODUCE Ordinance No. 23-08, entitled:

AN ORDINANCE OF THE CITY COUNCIL OF THE CITY OF SAN JACINTO,

CALIFORNIA AMENDING MULTIPLE ARTICLES, CHAPTERS AND
SECTIONS OF TITLE 17 (DEVELOPMENT CODE) OF THE MUNICIPAL

CODE FOR ACCURACY AND CONSISTENCY, AND TO REFLECT LAND USE

GOALS & POLICIES OF THE GENERAL PLAN
BACKGROUND:

The City’s Development Code (Code) was adopted in December 2012, and has been amended multiple times, mostly to comply with changes to State law or to add specific provisions. Most recently, the Code was comprehensively updated as part of the General Plan 2040 (Envision San Jacinto) project in 2022. After several months of implementing the updated 2022 Code, staff has identified items that may create confusion for the development community, lack clarity, or unnecessarily complicate the entitlement process.

DISCUSSION:

The proposed omnibus amendment is intended to increase internal consistency within the Code and further the intent of the 2040 General Plan. The update includes minor revisions, technical clean-ups, reference corrections, clarification of specific provisions, correction of inconsistencies, etc.

Global Changes - Proposed Changes
The proposed update includes numerous non-substantive amendments to the entire Development Code. These changes include revisions to the main Tables of Contents for the entire Code as well as the Table of Contents found at the beginning of each article, as various code sections listed were incorrect. The List of Tables and List of Figures found within all of The Table of Contents were revised as well to correct inconsistencies and page numbering. Additionally, all references

4.5 Packet Pg. 300
to specific chapters and sections (new or relocated chapters, sections, etc.) were checked and corrected, if necessary, for internal consistency and accuracy. Finally, adoption dates, spelling, and other important information was corrected and updated throughout all articles of the code.

Article Changes – Specific Standards
The majority of the substantive changes to the Development Code are proposed to Articles 2, 3, 4, and 6. The Planning Commission staff report provides additional details with the central changes for each Article described below:

The main changes to Article 2 are within Table 2-2 – Allowed Uses and Requirements and Table 2-3 – Allowed Incidental Uses and Permit Requirements. The primary changes made to Table 2- 2 and 2-3 are made to the Specific Use Regulations Column which is a tool used to identify that the Land Use has unique standards or requirements in other locations of the Code.

The main changes to Article 3 have been made to Chapter 17.315 – Fences, Walls, and Hedges.

This Chapter has been revised to update general fence and wall standards.

The main changes to Article 4 include revisions to Chapter 17.405 – Accessory Structures and Uses, which was revised to modify some requirements for accessory structures.

The main changes to Article 6 are in regards to the effective date and expiration of permits. The revisions would change the effective date to 10 days after a decision is made, consistent with the recently adopted appeal period. Similarly, the expiration dates of the initial approval period and any extension of time for discretionary permits is revised to be consistent with the time periods provided in the Subdivision Code (3 years initial period and up to 3 year extensions).

In addition to the above changes, Section 17.100.060 of Article 1 was revised to incorporate a provision for the City to be held harmless in all application of the Development Code, furthering the intent of existing indemnification provisions, for all aspects of Development Code implementation. Although this provision was not included in draft documents presented to the Planning Commission, the effect of the revision matches the intent of all other proposed changes approved by the Planning Commission.

PLANNING COMMISSION REVIEW AND RECOMMENDATION:

On June 27, 2023, the Planning Commission considered Planning Commission Resolution No. 23-03, which recommended that the City Council determine that the project is exempt from the California Environmental Quality Act (“CEQA”) and adopt Ordinance No. 23-08.

No members of the public spoke on the item during the public hearing. After conducting a duly noticed public hearing at a regularly scheduled Planning Commission meeting, the Planning Commission unanimously adopted Resolution No. 23-03 with a 5-0 vote, thereby recommending approval of the amendment.

ENVIRONMENTAL ANALYSIS:

Pursuant to the California Environmental Quality Act (CEQA), the proposed project has been adequately reviewed the Planning Commission recommend that the City Council determine the

4.5 Packet Pg. 301
project to be exempt pursuant to the “common sense” exemption (Section 15061(b)(3)). The project can be found exempt due to the minor nature of the changes to regulation and the absence of a development project. Therefore, it can be seen with certainty that there is no possibility for these actions to have a significant effect on the environment.

FISCAL IMPACT:

There is no impact on the General Fund for adopting this Ordinance.

ATTACHMENTS:

A. - Planning Commission Staff Report July 27, 2023
B. - Draft Ordinance 23-08
B.1 - Exhibit A Table of Contents (Redline Version)
B.2 - Exhibit B Article 1 (Redline Version)
B.3 - Exhibit C Article 2 (Redline Version)
B.4 - Exhibit D Article 3 (Redline Version)
B.5 - Exhibit E Article 4 (Redline Version)
B.6 - Exhibit F Article 5 (Redline Version)
B.7 - Exhibit G Article 6 (Redline Version)
B.8 - Exhibit H Article 7 (Redline Version)
B.9 - Exhibit I Article 8 (Redline Version)
B.10 - Exhibit J Article 9 (Redline Version)

4.5 Packet Pg. 302
June 27, 2023
TO: Planning Commission
REQUESTED BY: Travis Randel, Deputy City Manager, Development Services APPROVED BY: Robert A. Johnson, City Manager
SUBJECT: Development Code Update, Ordinance No. 23-08 (P23-044) RECOMMENDATION:

Staff Recommends that the Planning Commission ADOPT PC Resolution No. 23-03, thereby, recommending that the City Council take the following actions:

1. DETERMINE that the Development Code Amendment is exempt from the California Environmental Quality Act (CEQA), pursuant to Section 15061(b)(3), Common Sense Exemption, of the CEQA Guidelines due to the minor nature of the changes to regulation and the absence of a development project; and,

2. ADOPT Ordinance No. 23-07 entitled:

AN ORDINANCE OF THE CITY COUNCIL OF THE CITY OF SAN JACINTO,

CALIFORNIA AMENDING MULTIPLE ARTICLES, CHAPTERS AND
SECTIONS OF TITLE 17 (DEVELOPMENT CODE) OF THE MUNICIPAL

CODE FOR ACCURACY AND CONSISTENCY, AND TO REFLECT LAND

USE GOALS & POLICIES OF THE GENERAL PLAN
BACKGROUND:

The City’s Development Code (Code) was adopted in December 2012, and has been amended multiple times, mostly to comply with changes to State law or to add specific provisions. Most recently, the Code was comprehensively updated as part of the General Plan 2040 (Envision San Jacinto) project in 2022. After several months of implementing the updated 2022 Code, staff has identified items that may create confusion for the development community, lack clarity or that unnecessarily complicate the entitlement process.

DISCUSSION:

While the 2022 update proposed holistic changes to the Code, such as adding new zones and development standards, this proposed omnibus amendment is intended to increase internal consistency within document and further the intent of the 2040 General Plan. The update includes minor revisions, technical clean-ups, reference corrections, clarification of specific provisions, and correction of inconsistencies, etc. Therefore, specific surgical changes are proposed to all nine articles of the Code, as shown below:

Global Changes - Proposed Changes
The proposed update includes numerous global, non-substantive amendments. These changes

4.2 Packet Pg. 882
PC Staff Report June 27, 2023

4.5.a
Packet Pg. 303 Attachment: A. - Planning Commission Staff Report July 27, 2023 (Introduction of Ordinance No. 23-08 (P23-044)) include revisions to the main Tables of Contents for the entire Code as well as the Table of Contents found at the beginning of each article, as various code sections listed were incorrect.

The List of Tables and List of Figures found within the all of The Table of Contents were revised as well to correct inconsistencies and page numbering. Additionally, all references to specific chapters and sections (new or relocated chapters, sections, etc.) were checked and corrected, if necessary, for internal consistency and accuracy. Finally, adoption dates, spelling, and other important information was corrected and updated throughout all articles of the code.

Article 2 –Zones, Allowable Land Uses and Zone –Specific Standards The majority of the substantive changes to Article 2 are within Table 2-2 – Allowed Uses and Requirements and Table 2-3 – Allowed Incidental Uses and Permit Requirements. These tables list the official land uses allowed within the City (ex. Residential Uses, Retail Trade Uses, Service Uses) and indicate if the individual land uses are allowed within each zone and if a Use Permit is required. The primary changes made to Table 2-2 and 2-3 are made to the Specific Use Regulations Column which is a tool used to identify that the Land Use that have unique standards or requirements in other locations of the Code. The revisions to this column fix incorrect Chapter and Section References to ensure they are consistent with the Land Use. In addition to reference updates, Tables 2-2 and 2-3 include updates to the following:

1. Allow public and private schools for K-12 grade levels with an approved CUP in the Office Park Zone.

2. Make temporary produce stands permitted by right in residential zones and the Open Space General Zone, requiring a Zoning clearance instead of a Temporary Use Permit.

3. Update land use names and naming convention for consistencies with other articles of the code.

Finally, Section 17.215.040 – Residential Zone Density Incentives has been updated to clarify that residential projects are allowed by right if they fall within the permitted density range. In addition, the section is revised to clarify the allowances for density increases above established zone thresholds for projects that provide the necessary amenities, such as shopping, medical, daycare, natural design features (i.e. rock outcrops, natural topography, etc.), onsite management, additional open space, and affordable housing, etc.

Article 3 – Site Planning and Development Standards
The majority of substantive modifications to Article 3 have been made to Chapter 17.315 – Fences, Walls, and Hedges. This Chapter has been updated to allow deviation of general fence and wall standards for in-fill lots when deemed appropriate by the Director in conjunction with a Wall and Fence Plan, Site Plan & Design Review, or Use Permit application. The would allow the approval of a taller wall or fence for a school, or agricultural use in a residential zone or allow an outdoor storage use to have taller screen walls than what might permitted in an Industrial Zone. Other changes to Chapter 17.315 clarify standards for barbed, razor wire, and electrified fences, require solid decorative fencing for street side yard returns and fences visible from right-of-way (“ROW”), and clarify the allowed fence and wall materials. Other changes in Article 3 include:

4.2 Packet Pg. 883
PC Staff Report June 27, 2023

4.5.a
Packet Pg. 304 Attachment: A. - Planning Commission Staff Report July 27, 2023 (Introduction of Ordinance No. 23-08 (P23-044))

1. Revisions to Table 3-2 to allow rear setback encroachments of attached patio covers that are open on at least three sides.

2. Changes to the sign regulations include cleaning up approval procedures for signs and relocated sign program findings under the correct section.

3. Revisions to Section 17.300.030 to update the requirements for the air quality performance standards to allow for proper consideration when siting and locating sensitive uses in proximity to air pollution sources, such as major roads, gas stations and warehouses, etc.

Article 4 – Standards and Specific Uses
The substantive changes to Article 4 include revisions to Chapter 17.405 – Accessory Structures and Uses, which was revised to remove limits on number of residential accessory structures, to updated separation distance between primary structures and residential accessory structures, and to remove conflicting setback requirements for ADUs.

Additionally, Chapter 17.415 – Mobile Home Parks and Mobile Home Subdivisions is revised to correct land use and enforcement responsibilities as they pertain to the City and the California Department of Housing and Community Development (HCD). In 2015 Ordinance 15-2 was enacted by the City Council to transfer the enforcement of the Manufactured Housing Act of 1980 to HCD. Revisions to this chapter were made to reflect this policy in the Development Code. It further clarifies HCD is responsible to enforce state requirements for established mobile home parks, including the permitting of new or replaced structures within the existing boundary of the park. Revisions also clarify’s the City is responsible for approving new mobile home parks and expanding existing parks. Other changes in Article 4 include:

1. Revisions to Section 17.425.010 of the Single-Family Development standards is briefly updated to clarify its applicability to infill residential sites.

2. Revisions to Section 17.430.370 – Wireless Telecommunication Facilities to remove the Gateway Exhibits and all references to the Gateway Area, which was removed as part of General Plan 2040.

Article 6 – Permit Procedures
The substantive changes to Article 6 are in regards to the expiration and effective date of permits. The effective dates of discretionary permits (CUP, Site Plan & Design Review, etc) is currently 15 days following the approval date (the time in which an appeal can be submitted).

The revisions would reduce the appeal period to 10 days, consistent with the recently adopted Subdivision Code. Similarly, the expiration dates of the initial approval period and any extension of time for discretionary permits is revised to be consistent with the time periods provided in the Subdivision Code (3 years initial period and up to 3 year extensions), as entitlements are often connected to the subdivision of land. Findings for extensions of time are revised and updated and are now only necessary if the extension request will be denied.

Furthermore, Chapter 17.603 – Cannabis Oriented Businesses is revised to provide time extensions for execution of a permit of up to 1 year for dispensaries and 36 months for all other

4.2 Packet Pg. 884
PC Staff Report June 27, 2023

4.5.a
Packet Pg. 305 Attachment: A. - Planning Commission Staff Report July 27, 2023 (Introduction of Ordinance No. 23-08 (P23-044)) permits; and void permits for operations that cease for 180 days for dispensaries and 12 months for all other cannabis permits.

SUMMARY:

The proposed changes are intended to provide clarification throughout the Development Code.

As previously noted, most of the proposed changes are to format, references, or to provide clarification.

PUBLIC NOTICE AND COMMENTS:

The public hearing for this Project was advertised on or before June 17, 2023. As of the writing of this report, no correspondence or comments have been received.

ENVIRONMENTAL ANALYSIS:

Pursuant to the California Environmental Quality Act (CEQA), the proposed project has been adequately reviewed and staff recommends that the Planning Commission recommend that the City Council determine the project to be exempt pursuant to the “common sense” exemption (Section 15061(b)(3)). The project can be found exempt due to the minor nature of the changes to regulation and the absence of a development project. Therefore, it can be seen with certainty that there is no possibility for these actions to have a significant effect on the environment.

CONCLUSIONS AND APPEALS:

Ordinance No. 23-08 is consistent with the General Plan and is internally consistent with other aspects of the Development Code and Municipal Code, based on the conclusions of this staff report. The Planning Commission’s determination may be appealed to the City Council, in compliance with Section 17.720.040 C. (Appeal of Commission’s recommendation) and Chapter

17.715 (Appeals) of the Development Code.

ATTACHMENTS:

PC Resolution No. 23-03
B - Draft Ordinance 23-08
B.1 - Exhibit A Table of Contents (Redline Version)
B.2 - Exhibit B Article 1 (Redline Version)
B.3 - Exhibit C Article 2 (Redline Version)
B.4 - Exhibit D Article 3 (Redline Version)
B.5 - Exhibit E Article 4 (Redline Version)
B.6 - Exhibit F Article 5 (Redline Version)
B.7 - Exhibit G Article 6 (Redline Version)
B.8 - Exhibit H Article 7 (Redline Version)
B.9 - Exhibit I Article 8 (Redline Version)
B.10 - Exhibit J Article 9 (Redline Version)

4.2 Packet Pg. 885
PC Staff Report June 27, 2023

4.5.a
Packet Pg. 306 Attachment: A. - Planning Commission Staff Report July 27, 2023 (Introduction of Ordinance No. 23-08 (P23-044)) PLANNING COMMISSION RESOLUTION NO. 23-03

A RESOLUTION OF THE PLANNING COMMISSION OF

THE CITY OF SAN JACINTO RECOMMENDING THE CITY
COUNCIL INTRODUCE AND ADOPT ORDINANCE NO. 23-
08 TO AMEND MULTIPLE ARTICLES, CHAPTERS AND
SECTIONS OF TITLE 17 (DEVELOPMENT CODE) OF THE

MUNICIPAL CODE
WHEREAS, under Ordinance No. 23-08, the City of San Jacinto (the “City”) proposes an amendment to the City’s Development Code for minor revisions, including technical clean-ups, reference corrections, and other minor changes to provisions to create internal consistency and further the intent of the 2022 comprehensive update to the Development Code. Changes may occur to all articles, chapters and sections, with most of the changes occurring to Article 2, 3, 4, 6 and 8 (“Project”); and, WHEREAS, Ordinance No. 23-03 is considered consistent with the City’s General Plan and internally consistent with the Municipal Code; and, WHEREAS, pursuant to section 21067 of the Public Resources Code, and section 15367 of the State California Environmental Quality Act (“CEQA”) Guidelines (California Code Regulations, Title 14, § 15000 et seq.), the City of San Jacinto is the lead agency for the proposed Project; and,
WHEREAS, in accordance with CEQA and the State CEQA Guidelines, the City determined that the Project is Categorically Exempt from the CEQA, pursuant to CEQA Guidelines Section 15061(b)(3) (Common Sense Exemption) due to the minor nature of changes to regulation and the absence of a development project; and, WHEREAS, on June 27, 2023, the Planning Commission conducted a duly noticed public hearing on this Resolution, at which time all persons wishing to testify were heard and the Project was fully considered; and,
WHEREAS, all other legal prerequisites to the adoption of this Resolution have occurred.

NOW, THEREFORE, BE IT RESOLVED BY THE PLANNING COMMISSION OF THE CITY OF SAN JACINTO:

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

SECTION 2. The Planning Commission recommends the City Council determined that the Project is Categorically Exempt from the CEQA, pursuant to CEQA Guidelines Section 15061(b)(3) (Common Sense Exemption).

4.2.a
Packet Pg. 886 Attachment: PC Resolution No. 23-03 (Development Code Update, Ordinance No. 23-08 (P23-044)) PC Staff Report June 27, 2023

4.5.a
Packet Pg. 307 Attachment: A. - Planning Commission Staff Report July 27, 2023 (Introduction of Ordinance No. 23-08 (P23-044)) SECTION 3. The Planning Commission recommends the City Council adopt Ordinance No. 23-08, amending Title 17 (Development Code) of the San Jacinto Municipal Code.

SECTION 3. Based upon the entire record before it, including all written and oral evidence presented, the Planning Commission recommends the City Council approve the proposed Project.

SECTION 4. The documents and materials that constitute the record of proceedings on which this Resolution has been based are located at City Hall, 595 S.

San Jacinto Avenue, San Jacinto, CA 92583. The custodian for these records is Robert Flores. This information is provided pursuant to Public Resources Code section 21081.6.

PASSED, APPROVED AND ADOPTED this 27
th day of June, 2023.
________________________________________
Planning Commission Chair
ATTEST:
____________________________________
Planning Commission Secretary

4.2.a
Packet Pg. 887 Attachment: PC Resolution No. 23-03 (Development Code Update, Ordinance No. 23-08 (P23-044)) PC Staff Report June 27, 2023

4.5.a
Packet Pg. 308 Attachment: A. - Planning Commission Staff Report July 27, 2023 (Introduction of Ordinance No. 23-08 (P23-044))

Page 1 of 4 ends
← All documents from this meeting