AGENDA
CITY COUNCIL - REGULAR MEETING
TUESDAY, AUGUST 1, 2023
6:30 PM OPEN SESSION
LIVE STREAM LINK: WWW.SANJACINTOCA.GOV
COMMUNITY CENTER
625 S. PICO AVENUE
SAN JACINTO, CA 92583
951-487-7330
City of San Jacinto Page 1 Updated 7/27/2023 6:53 PM
ALONSO LEDEZMA, MAYOR
CRYSTAL RUIZ, MAYOR PRO TEM
PHIL AYALA, COUNCILMEMBER
BRIAN HAWKINS, COUNCILMEMBER
VALERIE VANDEVER, COUNCILMEMBER
This City Council meeting is being conducted in-person and will be broadcast utilizing Livestream video. The City Council meeting may be observed virtually by joining the link on the City’s website.
Public Comments will only be accepted in person during the meeting or in writing to the City Clerk. Participants viewing the Livestream will not have a comment option.
For those wishing to email public comments for the August 1, 2023, City Council meeting, please submit your comments to be read aloud at the meeting by the City Clerk. Email comments to [email protected]. Please put “PUBLIC COMMENT” in the email subject line.
Email comments on matters not on the agenda must be received before the time the Mayor calls the item for Public Comments. Email comments on the agenda items must be received before the time the Mayor closes public comments on the agenda item. All email comments shall be subject to the same rules as would otherwise govern speaker comments at the Council meeting.
Electronic comments on agenda items for August 1, 2023, may only be submitted via email.
Comments via text and social media (Facebook, Twitter, etc.) will not be accepted.
Reading of Public Comments: The City Clerk will read all email comments, provided that the reading shall not exceed three (3) minutes, or such other time as the Council may provide, consistent with the time limit for speakers at a Council meeting. The email comments submitted shall become part of the record of the Council meeting.
In compliance with the Americans with Disabilities Act, if you need special assistance to participate in this meeting, please contact the office of the City Clerk at 951-487-7330 ext. 339. Notification 48 hours prior to a meeting will enable the City to make reasonable arrangements to ensure accessibility to that meeting [28 CFR 35.102.35.104 ADA Title II].
City of San Jacinto Page 2 Updated 7/27/2023 6:53 PM
1. ORGANIZATION
1.1. Roll Call
1.2. Invocation
1.3. Pledge of Allegiance
1.4. Special Presentation(s)
1.4.1. Chief Richard Tovar Promotion to Division Chief
1.5. Mayor/Council Member Reports
1.6. Late Items
2. PUBLIC COMMENTS
3. CONSENT CALENDARS
3.A. Consent Calendar - City Council
3.A.1. Waiver of Full Reading of Ordinance(s), and Reading by Title Only
3.A.2. Minutes of the Regular City Council Meeting of July 18, 2023.
RECOMMENDATION:
Staff recommends that the City Council approve the City Council Regular Meeting Minutes of July 18, 2023.
Department: City Clerk
3.A.3. Treasurer’s Report at June 30, 2023
RECOMMENDATION:
Receive and File Treasurer’s Report for the month ending June 30, 2023.
Department: Finance
3.A.4. Second Reading of Ordinance No. 23-11, Levying a Special Tax within Community Facilities District 2003-1, including certain annexation territory (Annexation No. 65)
RECOMMENDATION:
Staff recommends that the City Council conduct the second reading and adopt Ordinance No. 23-11:
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
City of San Jacinto Page 3 Updated 7/27/2023 6:53 PM
CERTAIN ANNEXATION TERRITORY
Department: Finance
3.A.5. Second Reading of Ordinance No. 23-12, authorizing the Levy of Special Tax in Community Facilities District No. 2020-1
RECOMMENDATION:
Staff recommends that the City Council conduct the second reading and approve Ordinance No. 23-12, authorizing the Levy of Special Taxes of Community Facilities District No. 2020-1:
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
Department: Finance
3.A.6. Budget Adjustment - Community Facilities Districts Funds 402 (CFD 2017-1) and 403 (CFD 2020-1)
RECOMMENDATION:
Staff recommends City Council approve a budget adjustment to Funds 402 (CFD 2017-1) and 403 (CFD 2020-1) to offset the estimated maintenance cost associated with the acquisition of public improvements.
Department: Finance
3.A.7. Second Reading and Adoption of Ordinance No. 23-08 to amend multiple articles and chapters of Title 17, (Development Code) of the San Jacinto Municipal Code. (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. CONDUCT a second reading and ADOPT 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
City of San Jacinto Page 4 Updated 7/27/2023 6:53 PM
Department: Community Development
3.A.8. Award of Contract to Layne Christensen Company for On-Call Potable Water Well Maintenance and Repair Services
RECOMMENDATION:
AWARD a contract to Layne Christensen Company for on-call potable water well maintenance and repair services in the amount not-to-exceed one million dollars ($1,000,000.00).
AUTHORIZE the City Manager to execute a Professional Services Agreement with Layne Christensen Company.
APPROPRIATE $400,000 in Contract Services (050-9000-450.34-05), funded by Water Enterprise Reserves.
Department: Water
4. DISCUSSION ITEMS
4.1. Consideration of Censure of Council Member Brian Hawkins RECOMMENDATION:
Mayor Pro Tem Crystal Ruiz has proposed this item. There is no staff recommendation for this item.
Department: City Attorney
4.2. Approve Resolution No. 3999 and Agreement for Professional Assistance with Robert Brady
RECOMMENDATION:
That the City Council approve Resolution No. 3999 and Agreement for Professional Assistance with Robert Brady.
Department: City Attorney
5. FUTURE REQUESTS FROM CITY COUNCIL TO STAFF
6. ADJOURNMENT
DOCUMENTS RELATED TO OPEN SESSION AGENDAS (SB343) - Any public record, relating to an open session agenda item, that is distributed within 72 hours prior to the meeting is available for public inspection at the public counter located in the Administration Building of City Hall, 595 S. San Jacinto Avenue, San Jacinto, CA 92583.
I, Julia Espinoza, City Clerk of the City of San Jacinto, do hereby certify that I caused to be posted the foregoing agenda this 27th day of July 2023 as requested by law.
Julia Espinoza, City Clerk
August 1, 2023
TO: City Council
REQUESTED BY: Julia Espinoza, City Clerk
APPROVED BY: Robert A. Johnson, City Manager
SUBJECT: Regular Meeting Minutes of July 18, 2023
RECOMMENDATION:
Staff recommends that the City Council approve the City Council Regular Meeting Minutes of July 18, 2023.
ATTACHMENTS:
July 18, 2023 City Council Regular Meeting Minutes
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City Council Regular Meeting Action Minutes July 18, 2023
ALONSO LEDEZMA, MAYOR
CRYSTAL RUIZ, MAYOR PRO TEM
PHIL AYALA, COUNCILMEMBER
BRIAN HAWKINS, COUNCILMEMBER
VALERIE VANDEVER, COUNCILMEMBER
ACTION MINUTES
CITY COUNCIL – REGULAR MEETING
TUESDAY, JULY 18, 2023
5:30 PM CLOSED SESSION
6:30 PM OPEN SESSION
LIVE STREAM LINK: www.sanjacintoca.gov
COMMUNITY CENTER
625 S. PICO AVENUE
SAN JACINTO, CA 92583
951-487-7330
1. ORGANIZATION
Mayor Alonso Ledezma called the meeting to order at 6:30 p.m.
1.1. Public Comments on Closed Session Items
1.2. Closed Session
1.2.1. CONFERENCE WITH REAL PROPERTY NEGOTIATORS
(Gov. Code, § 54956.8)
Property APN: 437046007
City Negotiators: Rob Johnson, City Manager; Bob Brady, Special Projects Director; Craig Hayes, City Attorney
Negotiating Party: Jason Oropeza
Under negotiation: Price and Terms of Payment
1.2.2. CONFERENCE WITH REAL PROPERTY NEGOTIATORS
(Gov. Code, § 54956.8)
Property: Assessor Parcel No.’s 436-280-006 and 436-280-007 City Negotiators: Rob Johnson, City Manager; Stuart McKibbin, City Engineer; Craig Hayes, City Attorney
Negotiating Party: Mr. and Mrs. Smotrich, trustees; Mr. John Harris; et al.
Under negotiation: Price and Terms of Payment
1.3. Closed Session Report
City Attorney Craig Hayes indicated that there was no reportable action from the Closed Session.
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Attachment: July 18, 2023 City Council Regular Meeting Minutes (Regular Meeting Minutes of July 18, 2023)
City Council Regular Meeting Action Minutes July 18, 2023
1.4. Roll Call
City Clerk Julia Espinoza conducted the roll call:
Present: Mayor Alonso Ledezma, Mayor Pro Tem Crystal Ruiz, Councilmember Valerie Vandever, and Councilmember Brian Hawkins
Absent: Councilmember Phil Ayala
M/S/C (Ledezma/Ruiz) moved to approve the absence of Councilmember Ayala. Motion carried 4/0.
Ayes: Vandever, Ruiz, Ledezma, Hawkins
Nays: None
Absent: Ayala
Abstain: None
1.5. Invocation
Mayor Pro Tem Ruiz gave the invocation.
1.6. Pledge of Allegiance
Councilmember Vandever led the Pledge of Allegiance.
1.7. Mayor/Council Member Reports
Councilmembers provided their reports.
1.8. Late Items
There were no late items.
2. PUBLIC COMMENTS
There was ten (10) public comments:
Shannon Douglas
Clarence Bouser
Sonia Ramos
Eddie Georse
Gumano Centeno
Royce Washington
Larry Butler
Stephanie Bruce
Morgan McComas
Joana Cruz
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Attachment: July 18, 2023 City Council Regular Meeting Minutes (Regular Meeting Minutes of July 18, 2023)
City Council Regular Meeting Action Minutes July 18, 2023
3. CONSENT CALENDAR
3.A. Consent Calendar - City Council
3.A.1. Waiver of Full Reading of Ordinance(s), and Reading by Title Only
3.A.2. Minutes of the Regular City Council Meeting of June 6, 2023/City Clerk/Approved
3.A.3. Minutes of the Regular City Council Meeting of June 20, 2023/City Clerk/Approved
3.A.4. Warrants and Disbursements – June 2023/Finance/Approved
3.A.5. Treasurer’s Report at May 31, 2023/ Finance/Approved
3.A.6. Approval of Ordinance No. 23-09 of the City Council of the City of San Jacinto, California, amending Title 5 of the San Jacinto Municipal Code/Finance/Approved
3.A.7. Establishing the Appropriations Limit From Proceeds of Taxes for Fiscal Year 2023-2024/Finance/Approved
3.A.8. Mountain Avenue Rehabilitation Project (Cottonwood Avenue Emergency Rehabilitation Project) CIP#12-008/Engineering/Approved
3.A.9. Parcel Map 10020 - Adoption of Resolution No. 3997, Accepting Lot B of Final Parcel Map No. 10020 Along Camellia Way, Pursuant to California Streets and Highways Code Section 1806 Subdivision B/Engineering/Approved
3.A.10.Resolution No. 3995 – Authorization to Participate in the County of Riverside’s Urban County Programs for Fiscal Years 2024-25, 2025-26, and 2026-27 and Approval of a Cooperation Agreement with the County of Riverside/Community Development/Approved
3.A.11.City Manager Salary Adjustment/City Attorney/Approved M/S/C (Ruiz/Vandever) to approve the Consent Calendar. Motion carried 4/0.
Ayes: Ruiz, Vandever, Hawkins, Ledezma
Nays: None
Absent: Ayala
Abstain: None
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Attachment: July 18, 2023 City Council Regular Meeting Minutes (Regular Meeting Minutes of July 18, 2023)
City Council Regular Meeting Action Minutes July 18, 2023
4. PUBLIC HEARING
4.1. Proposed Annexation of Territory commonly known as Monte Vista Homes into Community Facilities District No. 2020-1, Submitting the Levy of Special Tax to the Qualified Electors, Declaring Results of the Election, and Authorizing the Levy of Special Taxes for Annexation No. 10
Finance Director Erika Gomez presented the staff report.
Mayor Ledezma opened the Public Hearing at 8:10 pm.
There were no public comments.
Mayor Ledezma closed the Public Hearing at 8:11 pm
M/S/C (Ruiz/Hawkins) made a motion to adopt Resolution No. 3991, calling a Special Election, and Submitting to the Qualified Electors of the 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)). Motion carried 4/0.
Ayes: Ruiz, Hawkins, Vandever, Ledezma
Nays: None
Absent: Ayala
Abstain: None
City Clerk Julia Espinoza confirmed that the official ballot was received, and all votes were in favor of the proposition presented on the ballot.
M/S/C (Ruiz/Hawkins) made a motion to adopt Resolution No. 3992, 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)). Motion carried 4/0.
Ayes: Vandever, Hawkins, Ruiz, Ledezma
Nays: None
Absent: Ayala
Abstain: None
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Attachment: July 18, 2023 City Council Regular Meeting Minutes (Regular Meeting Minutes of July 18, 2023)
City Council Regular Meeting Action Minutes July 18, 2023 M/S/C (Ledezma/Ruiz) made a motion to introduce Ordinance No. 23-12, 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. Motion carried 4/0.
Ayes: Hawkins, Vandever, Ruiz, Ledezma
Nays: None
Absent: Ayala
Abstain: None
4.2. Proposed Annexation of Territory into Community Facilities District No. 2003-1 )CFD 2003-1, Authorizing the Levy of Special Taxes, Submitting the Levy of Special Tax to the Qualified Electors, Declaring the Results of the Election, and Authorizing the Levy of Special Taxes for Annexation No. 65
Finance Director Erika Gomez presented the staff report.
Mayor Ledezma opened the Public Hearing at 8:20 pm.
There were no public comments.
Mayor Ledezma closed the Public Hearing at 8:21 pm
M/S/C (Vandever/Ruiz) made a motion to adopt Resolution No. 3989, 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. Motion carried 4/0.
Ayes: Ruiz, Hawkins, Vandever, Ledezma
Nays: None
Absent: Ayala
Abstain: None
City Clerk Julia Espinoza confirmed that the official ballot was received, and all votes were in favor of the proposition presented on the ballot.
M/S/C (Vandever/Ruiz) made a motion to adopt Resolution No. 3990, declaring the results of the Special Annexation Landowner Election and directing the recording of an amended Notice of Special Tax Lien. Motion carried 4/0.
Ayes: Ruiz, Hawkins, Vandever, Ledezma
Nays: None
Absent: Ayala
Abstain: None
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Attachment: July 18, 2023 City Council Regular Meeting Minutes (Regular Meeting Minutes of July 18, 2023)
City Council Regular Meeting Action Minutes July 18, 2023 M/S/C (Ledezma/Hawkins) made a motion to introduce Ordinance No. 23-11, levying a special tax within City of San Jacinto Community Facilities District No. 2003-1, including certain Annexation Territory. Motion carried 4/0.
Ayes: Hawkins, Vandever, Ruiz, Ledezma
Nays: None
Absent: Ayala
Abstain: None
4.3. Tax Roll Placement of CR&R Delinquent Solid Waste for Calendar Year 2022 Deputy City Manager Tom Prill presented the staff report.
Mayor Ledezma opened the Public Hearing at 8:36 pm.
There were no public comments.
Mayor Ledezma closed the Public Hearing at 8:37 pm
M/S/C (Ruiz/Hawkins) made a motion to adopt Resolution No. 3994, 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. Motion carried 4/0.
Ayes: Vandever, Ruiz, Hawkins, Ledezma
Nays: None
Absent: Ayala
Abstain: None
4.4. Proposed 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. Motion carried 4/0.
Deputy City Manager Tom Prill presented the staff report.
Mayor Ledezma opened the Public Hearing at 8:44 pm.
There were no public comments.
Mayor Ledezma closed the Public Hearing at 8:45 pm.
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Attachment: July 18, 2023 City Council Regular Meeting Minutes (Regular Meeting Minutes of July 18, 2023)
City Council Regular Meeting Action Minutes July 18, 2023 M/S/C (Hawkins/Vandever) made a motion to 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 2023-24.
Motion carried 4/0.
Ayes: Hawkins, Ruiz, Vandever, Ledezma
Nays: None
Absent: Ayala
Abstain: None
4.5. Proposed adoption of Ordinance No. 23-08 to amend multiple articles and chapters of Title 17, (Development Code) of the City of San Jacinto Municipal Code. (P23-044).
Motion carried 4/0.
Principal Planner Robert Flores presented the staff report.
Mayor Ledezma opened the Public Hearing at 8:53 pm.
There was one public comment:
William Inghram (Written)
Mayor Ledezma closed the Public Hearing at 8:54 pm
M/S/C (Ledezma/Hawkins) made a motion to introduce Ordinance No. 23-08, amending multiple Articles, Chapters, and Sections of Title 17 (Development Code) of the Municipal Code for accuracy and consistency. Motion carried 4/0.
Ayes: Hawkins, Ruiz, Vandever, Ledezma
Nays: None
Absent: Ayala
Abstain: None
M/S/C (Ruiz/Hawkins) made a motion to 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.. Motion carried 4/0.
Ayes: Hawkins, Ruiz, Vandever, Ledezma
Nays: None
Absent: Ayala
Abstain: None
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Attachment: July 18, 2023 City Council Regular Meeting Minutes (Regular Meeting Minutes of July 18, 2023)
City Council Regular Meeting Action Minutes July 18, 2023
5. CITY MANAGER UPDATE
City Manager Rob Johnson presented the City Manager Update for the month of June.
6. FUTURE REQUESTS FROM CITY COUNCIL TO STAFF
7. ADJOURNMENT
With no further business before the City Council, Mayor Ledezma adjourned the meeting at 9:16 p.m.
CITY OF SAN JACINTO:
_________________________
Alonso Ledezma, Mayor
ATTEST:
____________________________
Julia Espinoza, City Clerk
Approved as read:
Approved as amended:
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Attachment: July 18, 2023 City Council Regular Meeting Minutes (Regular Meeting Minutes of July 18, 2023) August 1, 2023
TO: City Council
REQUESTED BY: Tom Prill, Deputy City Manager
APPROVED BY: Robert A. Johnson, City Manager
SUBJECT: Treasurer’s Report at June 30, 2023
RECOMMENDATION:
Receive and File Treasurer’s Report for the month ending June 30, 2023.
BACKGROUND:
The Treasurer’s Report is required to be presented to the governing body at least quarterly in accordance with California Government Code Section 53600 et. seq.
DISCUSSION:
Total Cash and City Investments declined 1.47% during the month. This includes cash, cash in bank and cash with trustee.
The attached Treasurer’s report is a “snapshot” report of our cash position on the last day of the month in all of our accounts. A section demonstrating compliance with the adopted Investment Policy and a chart depicting historical interest rates for certain positions is also included.
Detailed statements of investments from Chandler Asset Management and Public Trust Advisors have also been included.
FISCAL IMPACT:
None.
ATTACHMENTS:
12. 2022-23 Jun Treasurers Report with signature
3.A.3
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3.A.3.a
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Attachment: 12. 2022-23 Jun Treasurers Report with signature (Treasurer’s Report at June 30, 2023)
3.A.3.a
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Attachment: 12. 2022-23 Jun Treasurers Report with signature (Treasurer’s Report at June 30, 2023) -
0.500
1.000
1.500
2.000
2.500
3.000
3.500
7/208/209/20
10/2011/2012/20
1/212/213/214/215/216/217/218/219/21
10/2111/2112/21
1/222/223/224/225/226/227/228/229/22
10/2211/2212/2201/2302/2303/2304/2305/2306/23
Interest Rates - 07/2020 to 06/2023
LAIF
LAMMA-BoH
MMA-Mech
PIMMA-Mech
Chandler
PTA
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Attachment: 12. 2022-23 Jun Treasurers Report with signature (Treasurer’s Report at June 30, 2023)
MONTHLY ACCOUNT STATEMENT
City of San Jacinto - Account #10167
JUNE 1, 2023 THROUGH JUNE 30, 2023
Information contained herein is confidential. We urge you to compare this statement to the one you receive from your qualified custodian. Please see Important Disclosures.
CHANDLER ASSET MANAGEMENT
chandlerasset.com
Chandler Team:
For questions about your account, please call (800) 317-4747, or contact [email protected]
Custodian
US Bank
Alexander Bazan
(503) 402-5305
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Attachment: 12. 2022-23 Jun Treasurers Report with signature (Treasurer’s Report at June 30, 2023)
ACCOUNT SUMMARY
Beg. Values
as of 5/31/23
End Values
as of 6/30/23
Market Value 10,812,204 10,751,499
Accrued Interest 52,135 56,353
Total Market Value 10,864,339 10,807,852
Income Earned 16,785 17,170
Cont/WD -1,011
Par 11,346,618 11,363,662
Book Value 11,361,200 11,364,825
Cost Value 11,427,648 11,423,952
TOP ISSUERS
Government of United States 41.0%
Federal Home Loan Bank 13.1%
Federal National Mortgage Assoc 12.1%
Federal Home Loan Mortgage Corp 5.3%
Inter-American Dev Bank 1.9%
Apple Inc 1.9%
Wal-Mart Stores 1.8%
Royal Bank of Canada 1.7%
Total 78.8%
PORTFOLIO CHARACTERISTICS
Average Modified Duration 2.38
Average Coupon 2.05%
Average Purchase YTM 1.92%
Average Market YTM 4.91%
Average S&P/Moody Rating AA/Aa1
Average Final Maturity 2.63 yrs
Average Life 2.55 yrs
SECTOR ALLOCATION MATURITY DISTRIBUTION CREDIT QUALITY (S&P) Portfolio Summary
As of June 30, 2023
City of San Jacinto
Account #10167
PERFORMANCE REVIEW
Annualized
TOTAL RATE OF RETURN 1M 3M YTD 1YR 2YRS 3YRS 5YRS 10YRS 6/30/2012 City of San Jacinto -0.51% -0.43% 1.20% 0.32% -2.12% -1.42% 0.94% 0.87% 0.82% San Jacinto 1-5 Yr US Tsy & Agy Blended Index* -0.73% -0.85% 0.95% -0.42% -2.53% -1.78% 0.53% 0.56% 0.54% San Jacinto 1-5 Yr AAA-A US Corp & Govt Blend** -0.69% -0.77% 1.03% -0.24% -2.52% -1.71% 0.61% 0.68% 0.68% *ICE BofA 1-3 Yr US Treasury Index to 3/31/20; then ICE BofA 1-5 Yr US Treasury & Agency Index **ICE BofA 1-3 Yr AAA-A US Corporate & Government Index to 3/31/20; then ICE BofA 1-5 Yr AAA-A US Corporate & Government Index Chandler Asset Management - CONFIDENTIAL Page 1 Execution Time: 7/4/2023 11:28:46 AM
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Attachment: 12. 2022-23 Jun Treasurers Report with signature (Treasurer’s Report at June 30, 2023) Category Standard Comment
U.S. Treasuries No limitations; Full faith and credit of the U.S. are pledged for the payment of principal and interest Complies Federal Agencies
No Limitations; Federal agencies or U.S. government-sponsored enterprise obligations, participations, or other instruments, including those issued or fully guaranteed as to principal and interest by federal agencies or U.S. government sponsored enterprises.
Complies
Supranational Obligations
"AA" rating category or better by a NRSRO; 30% maximum; 10% max per issuer; U.S. dollar denominated senior unsecured unsubordinated obligations issued or unconditionally guaranteed by the International Bank for Reconstruction and Development ("IBRD"), the International Finance Corporation ("IFC") or the Inter-American Development Bank ("IADB") Complies
Municipal Securities "A" rating category or better by a NRSRO; 30% maximum; 5% max per issuer Complies Corporate Medium Term Notes "A" rating category or better by at least two NRSROs; 30% maximum; 5% max per issuer; Issued by corporations organized and operating within the U.S. or by depository institutions licensed by the U.S. or any state and operating within the U.S. Complies Asset-Backed (ABS), Mortgage-Backed
Securities; Mortgage Pass-Throughs;
Collateralized Mortgage Obligations
(CMOs)
"AA" rating category or better by at least two NRSROs; "A" issuer rating category or higher by at least two NRSROs; 20% maximum; 5% max per issuer
Complies
Negotiable Certificates of Deposit (NCD) "A" long-term issuer rating category or higher by at least two NRSROs; and/or "A-1" short term rated or higher by at least two NRSROs; 30% maximum; 5% max per issuer
Complies
Certificate of Deposit Placement Service
(CDARS) 30% max (combination of Certificates of Deposit, including CDARS) Complies FDIC Insured Time Deposits (Nonnegotiable CD/TD)20% maximum (combined FDIC insured and collateralized TD/ CD); Amount per institution is limited to maximum covered under federal insurance Complies
Collateralized Time Deposits (Nonnegotiable CD/TD)"A" long-term debt rating category or higher by at least two NRSROs; and/or "A-1" short term debt rated or higher by at least two NRSROs; 20% maximum (combined FDIC and collateralized TD/ CD) Complies Collateralized Bank Deposits City's deposits with financial institutions will be collateralized with pledged securities per California Government Code Complies Banker’s Acceptances
"A-1" short term debt rated or higher by at least two NRSROs; and "A" long-term debt rated or higher by at least two NRSROs; 40% maximum; 5% max per issuer; 180 days max maturity Complies Commercial Paper
"A-1" short term debt rated or higher by at least two NRSROs; and "A" long-term debt rated or higher by at least two NRSROs; 25% maximum; 5% max per issuer; 270 days max maturity; Issuer is a corporation organized and operating in the U.S. with assets > $500 million
Complies
Money Market Mutual Funds
Registered with SEC under Investment Company Act of 1940 and issued by diversified management companies and meet either of the following criteria: (i) Highest rating by two NRSROs; or (ii) Retained an investment adviser registered or exempt from SEC registration with > 5 years experience managing money market mutual funds with AUM >$500 million; 20% max combined Money Market Mutual Funds and Mutual Funds; 20% max per Money Market Mutual Fund Complies
City of San Jacinto
As of June 30, 2023
Assets managed by Chandler Asset Management are in full compliance with state law and with the City's investment policy.
Statement of Compliance
3.A.3.a
Packet Pg. 20
Attachment: 12. 2022-23 Jun Treasurers Report with signature (Treasurer’s Report at June 30, 2023) Mutual Funds
Invest in securities as authorized under CGC, Section 53601 (a) to (k) and (m) to (q) inclusive and meet either of the following criteria: (i) Highest rating by two NRSROs; or (ii) Retained an investment adviser registered or exempt from SEC registration with > 5 years experience investing in securities authorized by CGC, Section 53601 and with AUM >$500 million; 20% max combined Money Market Mutual Funds and Mutual Funds; 10% max per Mutual Fund Complies
Local Agency Investment Fund (LAIF) 70% of the portfolio may be invested in LAIF, up to the maximum permitted balance; Not used by investment adviser Complies Local Government Investment Pools and
Joint Powers Authority Pools
Riverside County Investment Fund- 70% max of the total portfolio JPA Pools- 50% max of the total portfolio Complies
Repurchase Agreements 102% collateralized; 1 year max maturity Complies Prohibited Securities
Any investments not specifically described in the policy; Futures and options; Inverse floaters; Ranges notes, Interest-only strips from mortgaged backed securities; Zero interest accrual securities if held to maturity; Margin purchasing or selling; Reverse repurchase agreements; Foreign currency denominated securities Complies
Max Callables 20% maximum callable securities (does not include "make whole call" securities) Complies Max Per Issuer
5% of portfolio per issuer (except U.S. Government, its Agencies and enterprises, Money Market Mutual Funds, Mutual Funds, LAIF, LGIP, Supranationals, or unless otherwise specified in the investment policy) Complies Maximum Maturity 5 years Complies
3.A.3.a
Packet Pg. 21
Attachment: 12. 2022-23 Jun Treasurers Report with signature (Treasurer’s Report at June 30, 2023)
BOOK VALUE RECONCILIATION
BEGINNING BOOK VALUE $11,361,199.92
Acquisition
+ Security Purchases $524,475.65
+ Money Market Fund Purchases $320,751.76
+ Money Market Contributions $0.00
+ Security Contributions $0.00
+ Security Transfers $0.00
Total Acquisitions $845,227.41
Dispositions
- Security Sales $423,051.48
- Money Market Fund Sales $327,139.49
- MMF Withdrawals $1,011.27
- Security Withdrawals $0.00
- Security Transfers $0.00
- Other Dispositions $0.00
- Maturities $50,000.00
- Calls $0.00
- Principal Paydowns $30,557.34
Total Dispositions $831,759.58
Amortization/Accretion
+/- Net Accretion ($1,526.59)
($1,526.59)
Gain/Loss on Dispositions
+/- Realized Gain/Loss ($8,315.80)
($8,315.80)
ENDING BOOK VALUE $11,364,825.36
CASH TRANSACTION SUMMARY
BEGINNING BALANCE $21,675.00
Acquisition
Contributions $0.00
Security Sale Proceeds $423,051.48
Accrued Interest Received $1,497.64
Interest Received $15,106.31
Dividend Received $120.99
Principal on Maturities $50,000.00
Interest on Maturities $0.00
Calls/Redemption (Principal) $0.00
Interest from Calls/Redemption $0.00
Principal Paydown $30,557.34
Total Acquisitions $520,333.76
Dispositions
Withdrawals $1,011.27
Security Purchase $524,475.65
Accrued Interest Paid $2,245.84
Total Dispositions $527,732.76
ENDING BOOK VALUE $14,276.00
Reconciliation Summary
As of June 30, 2023
City of San Jacinto California
Account #10167
Chandler Asset Management - CONFIDENTIAL Page 3 Execution Time: 7/4/2023 11:28:46 AM
3.A.3.a
Packet Pg. 22
Attachment: 12. 2022-23 Jun Treasurers Report with signature (Treasurer’s Report at June 30, 2023) Holdings Report
As of June 30, 2023
City of San Jacinto
Account #10167
CUSIP Security Description Par Value/Units Purchase Date Book Yield
Cost Value
Book Value
Mkt Price
Mkt YTM
Market Value
Accrued Int.
% of Port.
Gain/Loss
Moody/S&P
Fitch
Maturity
Duration
ABS
47789KAC7 John Deere Owner Trust 2020-A A3
1.1% Due 8/15/2024
421.00 03/04/2020
1.11%
420.97
420.99
99.83 7.52%
420.27
0.21 0.00%
(0.72)
Aaa / NR
AAA
1.13 0.03
89237VAB5 Toyota Auto Receivables Trust 2020-C
A3
0.44% Due 10/15/2024
6,634.48 07/21/2020
0.44%
6,633.96
6,634.32
99.31 6.03%
6,588.95
1.30 0.06%
(45.37)
Aaa / AAA
NR
1.30 0.12
43813KAC6 Honda Auto Receivables Trust 2020-3
A3
0.37% Due 10/18/2024
20,802.55 09/22/2020
0.38%
20,799.49
20,802.18
98.61 5.95%
20,514.33
2.78 0.19%
(287.85)
NR / AAA
AAA
1.30 0.25
47787NAC3 John Deere Owner Trust 2020-B A3
0.51% Due 11/15/2024
2,308.91 07/14/2020
0.52%
2,308.56
2,308.86
99.28 5.17%
2,292.32
0.52 0.02%
(16.54)
Aaa / NR
AAA
1.38 0.15
58769KAD6 Mercedes-Benz Auto Lease Trust 2021-
B A3
0.4% Due 11/15/2024
36,963.09 06/22/2021
0.40%
36,960.30
36,962.50
98.41 6.13%
36,376.71
6.57 0.34%
(585.79)
NR / AAA
AAA
1.38 0.27
09690AAC7 BMW Vehicle Lease Trust 2021-2 A3
0.33% Due 12/26/2024
15,709.77 09/08/2021
0.34%
15,708.14
15,709.42
98.70 6.39%
15,506.30
0.86 0.14%
(203.12)
Aaa / NR
AAA
1.49 0.21
89236XAC0 Toyota Auto Receivables 2020-D A3
0.35% Due 1/15/2025
9,006.35 10/06/2020
0.36%
9,004.67
9,005.74
98.94 6.01%
8,910.72
1.40 0.08%
(95.02)
NR / AAA
AAA
1.55 0.19
05601XAC3 BMW Vehicle Lease Trust 2022-1 A3
1.1% Due 3/25/2025
28,598.10 01/11/2022
1.11%
28,593.83
28,596.66
98.29 5.84%
28,109.07
5.24 0.26%
(487.59)
NR / AAA
AAA
1.74 0.36
43813GAC5 Honda Auto Receivables Trust 2021-1
A3
0.27% Due 4/21/2025
12,129.62 02/17/2021
0.27%
12,129.41
12,129.57
97.65 6.18%
11,844.90
0.91 0.11%
(284.67)
Aaa / NR
AAA
1.81 0.39
89240BAC2 Toyota Auto Receivables Owners 2021-
A A3
0.26% Due 5/15/2025
30,265.78 02/02/2021
0.27%
30,260.16
30,264.50
97.82 5.87%
29,605.20
3.50 0.27%
(659.30)
Aaa / NR
AAA
1.88 0.39
47788UAC6 John Deere Owner Trust 2021-A A3
0.36% Due 9/15/2025
22,604.35 03/02/2021
0.37%
22,600.00
22,602.79
97.07 6.12%
21,942.68
3.62 0.20%
(660.11)
Aaa / NR
AAA
2.21 0.50
43815GAC3 Honda Auto Receivables Trust 2021-4
A3
0.88% Due 1/21/2026
35,000.00 11/16/2021
0.89%
34,992.62
34,996.26
95.98 5.92%
33,592.34
8.56 0.31%
(1,403.92)
Aaa / NR
AAA
2.56 0.80
47789QAC4 John Deere Owner Trust 2021-B A3
0.52% Due 3/16/2026
38,942.00 07/13/2021
0.52%
38,938.53
38,940.38
95.80 6.12%
37,305.93
9.00 0.35%
(1,634.45)
Aaa / NR
AAA
2.71 0.75
89238JAC9 Toyota Auto Receivables Trust 2021-D
A3
0.71% Due 4/15/2026
35,000.00 11/09/2021
0.71%
34,999.25
34,999.62
95.77 6.14%
33,518.21
11.04 0.31%
(1,481.41)
NR / AAA
AAA
2.79 0.78
Chandler Asset Management - CONFIDENTIAL Page 4 Execution Time: 7/4/2023 11:28:46 AM
3.A.3.a
Packet Pg. 23
Attachment: 12. 2022-23 Jun Treasurers Report with signature (Treasurer’s Report at June 30, 2023) Holdings Report
As of June 30, 2023
City of San Jacinto
Account #10167
CUSIP Security Description Par Value/Units Purchase Date Book Yield
Cost Value
Book Value
Mkt Price
Mkt YTM
Market Value
Accrued Int.
% of Port.
Gain/Loss
Moody/S&P
Fitch
Maturity
Duration
ABS
43815BAC4 Honda Auto Receivables Trust 2022-1
A3
1.88% Due 5/15/2026
60,000.00 02/15/2022
1.89%
59,990.98
59,994.76
95.55 5.87%
57,330.36
50.13 0.53%
(2,664.40)
Aaa / AAA
NR
2.88 1.13
47787JAC2 John Deere Owner Trust 2022-A A3
2.32% Due 9/16/2026
45,000.00 03/10/2022
2.34%
44,990.05
44,993.72
96.32 5.88%
43,345.49
46.40 0.40%
(1,648.23)
Aaa / NR
AAA
3.22 1.04
47800AAC4 John Deere Owner Trust 2022-B A3
3.74% Due 2/16/2027
45,000.00 07/12/2022
3.77%
44,995.70
44,996.84
97.15 5.73%
43,719.48
74.80 0.41%
(1,277.36)
Aaa / NR
AAA
3.64 1.46
Total ABS 444,386.00 1.24%
444,326.62
444,359.11 5.97%
430,923.26
226.84
3.99%
(13,435.85)
Aaa / AAA
AAA
2.42 0.73
AGENCY
313383YJ4 FHLB Note
3.375% Due 9/8/2023
80,000.00 12/27/2018
2.73%
82,252.00
80,090.61
99.62 5.37%
79,693.44
847.50
0.75%
(397.17)
Aaa / AA+
NR
0.19 0.19
3135G0V34 FNMA Note
2.5% Due 2/5/2024
375,000.00 03/24/2020
0.82%
398,835.00
378,696.79
98.23 5.55%
368,360.25
3,802.08
3.44%
(10,336.54)
Aaa / AA+
AAA
0.60 0.57
3130A1XJ2 FHLB Note
2.875% Due 6/14/2024
210,000.00 Various
1.96%
219,055.20
211,733.55
97.57 5.52%
204,896.16
285.10
1.90%
(6,837.39)
Aaa / AA+
NR
0.96 0.92
3130A2UW4 FHLB Note
2.875% Due 9/13/2024
150,000.00 10/29/2019
1.76%
157,737.00
151,912.52
97.17 5.33%
145,749.00
1,293.75
1.36%
(6,163.52)
Aaa / AA+
AAA
1.21 1.15
3130A3GE8 FHLB Note
2.75% Due 12/13/2024
250,000.00 12/16/2019
1.77%
261,672.50
253,399.94
96.46 5.31%
241,146.00
343.75
2.23%
(12,253.94)
Aaa / AA+
NR
1.46 1.40
3135G0X24 FNMA Note
1.625% Due 1/7/2025
225,000.00 01/16/2020
1.69%
224,298.00
224,785.19
94.82 5.22%
213,337.13
1,767.19
1.99%
(11,448.06)
Aaa / AA+
AAA
1.53 1.46
3137EAEP0 FHLMC Note
1.5% Due 2/12/2025
245,000.00 02/13/2020
1.52%
244,811.35
244,938.81
94.40 5.16%
231,273.63
1,418.96
2.15%
(13,665.18)
Aaa / AA+
AAA
1.62 1.55
3135G03U5 FNMA Note
0.625% Due 4/22/2025
310,000.00 Various
0.63%
309,949.40
309,984.93
92.48 5.02%
286,692.96
371.35
2.66%
(23,291.97)
Aaa / AA+
AAA
1.81 1.76
3130AJKW8 FHLB Note
0.5% Due 6/13/2025
225,000.00 06/24/2020
0.52%
224,824.50
224,931.02
91.48 5.14%
205,828.65
56.25 1.90%
(19,102.37)
Aaa / AA+
AAA
1.96 1.90
3137EAEU9 FHLMC Note
0.375% Due 7/21/2025
145,000.00 07/21/2020
0.48%
144,277.90
144,702.69
91.24 4.90%
132,296.41
241.67
1.23%
(12,406.28)
Aaa / AA+
AAA
2.06 2.00
3135G05X7 FNMA Note
0.375% Due 8/25/2025
230,000.00 08/25/2020
0.47%
228,923.60
229,536.16
90.99 4.83%
209,288.27
301.88
1.94%
(20,247.89)
Aaa / AA+
AAA
2.16 2.09
Chandler Asset Management - CONFIDENTIAL Page 5 Execution Time: 7/4/2023 11:28:46 AM
3.A.3.a
Packet Pg. 24
Attachment: 12. 2022-23 Jun Treasurers Report with signature (Treasurer’s Report at June 30, 2023) Holdings Report
As of June 30, 2023
City of San Jacinto
Account #10167
CUSIP Security Description Par Value/Units Purchase Date Book Yield
Cost Value
Book Value
Mkt Price
Mkt YTM
Market Value
Accrued Int.
% of Port.
Gain/Loss
Moody/S&P
Fitch
Maturity
Duration
AGENCY
3137EAEX3 FHLMC Note
0.375% Due 9/23/2025
230,000.00 09/23/2020
0.44%
229,307.70
229,690.67
90.74 4.80%
208,694.41
234.79
1.93%
(20,996.26)
Aaa / AA+
AAA
2.24 2.17
3135G06G3 FNMA Note
0.5% Due 11/7/2025
250,000.00 11/09/2020
0.57%
249,105.00
249,577.32
90.63 4.76%
226,579.25
187.50
2.10%
(22,998.07)
Aaa / AA+
AAA
2.36 2.29
3130ATS57 FHLB Note
4.5% Due 3/10/2028
325,000.00 Various
3.91%
333,444.50
333,039.43
100.96
4.27%
328,131.38
4,509.38
3.08%
(4,908.05)
Aaa / AA+
AAA
4.70 4.14
3130AWC24 FHLB Note
4% Due 6/9/2028
200,000.00 06/27/2023
4.11%
198,982.00
198,983.69
99.38 4.14%
198,755.00
666.67
1.85%
(228.69)
Aaa / AA+
NR
4.95 4.43
Total Agency 3,450,000.00 1.52%
3,507,475.65
3,466,003.32 5.01%
3,280,721.94
16,327.82
30.51%
(185,281.38)
Aaa / AA+
AAA
2.08 1.95
CORPORATE
24422EUR8 John Deere Capital Corp Note
3.45% Due 1/10/2024
150,000.00 03/14/2019
2.95%
153,322.50
150,364.55
98.80 5.79%
148,197.45
2,458.13
1.39%
(2,167.10)
A2 / A
A+
0.53 0.50
808513BN4 Charles Schwab Corp Callable Note
Cont 2/18/2024
0.75% Due 3/18/2024
40,000.00 03/16/2021
0.77%
39,980.00
39,995.24
96.47 5.84%
38,589.96
85.83 0.36%
(1,405.28)
A2 / AA0.72
0.69 023135BW5 Amazon.com Inc Note
0.45% Due 5/12/2024
90,000.00 05/10/2021
0.50%
89,868.60
89,962.11
95.87 5.39%
86,285.61
55.13 0.80%
(3,676.50)
A1 / AA
AA0.870.84
46625HJX9 JP Morgan Chase Note
3.625% Due 5/13/2024
145,000.00 12/19/2019
2.20%
153,560.80
146,693.99
98.23 5.73%
142,436.69
700.83
1.32%
(4,257.30)
A1 / AAA0.87
0.84 78015K7H1 Royal Bank of Canada Note
1.15% Due 6/10/2025
200,000.00 10/14/2021
1.17%
199,878.00
199,934.92
92.31 5.37%
184,620.60
134.17
1.71%
(15,314.32)
A1 / A
AA1.951.88
931142EW9 Wal-Mart Stores Note
3.9% Due 9/9/2025
30,000.00 09/06/2022
3.92%
29,979.00
29,984.65
98.00 4.87%
29,401.29
364.00
0.28%
(583.36)
Aa2 / AA
AA
2.20 2.05
857477BR3 State Street Bank Callable Note Cont
2/6/2025
1.746% Due 2/6/2026
35,000.00 02/02/2022
1.75%
35,000.00
35,000.00
93.69 5.93%
32,792.55
246.14
0.31%
(2,207.45)
A1 / A
AA2.611.53
91324PEC2 United Health Group Inc Callable Note
Cont 4/15/2026
1.15% Due 5/15/2026
30,000.00 Various
1.08%
30,097.10
30,056.10
90.43 4.75%
27,129.15
44.08 0.25%
(2,926.95)
A3 / A+
A
2.88 2.76
89236TJK2 Toyota Motor Credit Corp Note
1.125% Due 6/18/2026
120,000.00 06/15/2021
1.13%
119,947.20
119,968.68
89.41 5.01%
107,294.52
48.75 0.99%
(12,674.16)
A1 / A+
A+
2.97 2.85
Chandler Asset Management - CONFIDENTIAL Page 6 Execution Time: 7/4/2023 11:28:46 AM
3.A.3.a
Packet Pg. 25
Attachment: 12. 2022-23 Jun Treasurers Report with signature (Treasurer’s Report at June 30, 2023) Holdings Report
As of June 30, 2023
City of San Jacinto
Account #10167
CUSIP Security Description Par Value/Units Purchase Date Book Yield
Cost Value
Book Value
Mkt Price
Mkt YTM
Market Value
Accrued Int.
% of Port.
Gain/Loss
Moody/S&P
Fitch
Maturity
Duration
CORPORATE
61747YET8 Morgan Stanley Callable Note Cont
7/17/2025
4.679% Due 7/17/2026
60,000.00 07/18/2022
4.68%
60,000.00
60,000.00
98.13 5.66%
58,877.28
1,278.93
0.56%
(1,122.72)
A1 / AA+3.05
1.88 89114TZG0 Toronto-Dominion Bank Note
1.25% Due 9/10/2026
200,000.00 11/17/2021
1.70%
195,888.00
197,267.25
88.40 5.24%
176,796.40
770.83
1.64%
(20,470.85)
A1 / A
AA3.203.04
931142ER0 Wal-Mart Stores Callable Note Cont
08/17/2026
1.05% Due 9/17/2026
30,000.00 09/08/2021
1.09%
29,943.30
29,963.55
89.28 4.68%
26,784.84
91.00 0.25%
(3,178.71)
Aa2 / AA
AA
3.22 3.08
87612EBM7 Target Corp Callable Note Cont
12/15/2026
1.95% Due 1/15/2027
65,000.00 01/19/2022
1.99%
64,889.50
64,921.31
91.54 4.56%
59,502.56
584.46
0.56%
(5,418.75)
A2 / A
A
3.55 3.32
037833CJ7 Apple Inc Callable Note Cont 11/9/2026
3.35% Due 2/9/2027
210,000.00 10/05/2022
4.38%
201,528.60
202,954.74
96.03 4.56%
201,653.55
2,774.92
1.89%
(1,301.19)
Aaa / AA+
NR
3.62 3.30
808513BY0 Charles Schwab Corp Callable Note
Cont 2/3/2027
2.45% Due 3/3/2027
45,000.00 03/01/2022
2.47%
44,951.40
44,964.31
89.58 5.63%
40,309.70
361.38
0.38%
(4,654.61)
A2 / AA3.68
3.40 084664CZ2 Berkshire Hathaway Callable Note Cont
2/15/2027
2.3% Due 3/15/2027
130,000.00 03/07/2022
2.30%
129,975.30
129,981.70
93.51 4.21%
121,563.00
880.39
1.13%
(8,418.70)
Aa2 / AA
A+
3.71 3.47
023135CF1 Amazon.com Inc Callable Note Cont
3/13/2027
3.3% Due 4/13/2027
60,000.00 04/11/2022
3.35%
59,876.40
59,906.45
95.23 4.69%
57,139.92
429.00
0.53%
(2,766.53)
A1 / AA
AA3.793.48
665859AW4 Northern Trust Company Callable Note
Cont 4/10/2027
4% Due 5/10/2027
130,000.00 09/28/2022
4.70%
126,240.40
126,852.48
96.34 5.05%
125,238.49
736.67
1.17%
(1,613.99)
A2 / A+
A+
3.86 3.50
91324PEG3 United Health Group Inc Callable Note
Cont 4/15/2027
3.7% Due 5/15/2027
50,000.00 05/17/2022
3.69%
50,025.40
50,019.73
96.40 4.73%
48,199.25
236.40
0.45%
(1,820.48)
A3 / A+
A
3.88 3.54
931142EX7 Wal-Mart Stores Callable Note Cont
09/09/2027
3.95% Due 9/9/2027
140,000.00 10/05/2022
4.51%
136,557.40
137,068.62
98.09 4.45%
137,323.48
1,720.44
1.29%
254.86
Aa2 / AA
AA
4.20 3.77
438516CJ3 Honeywell Intl Callable Note Cont
01/15/2028
4.95% Due 2/15/2028
135,000.00 02/13/2023
4.44%
138,028.05
137,798.63
101.34
4.62%
136,809.81
2,524.50
1.29%
(988.82)
A2 / A
A
4.63 3.96
Chandler Asset Management - CONFIDENTIAL Page 7 Execution Time: 7/4/2023 11:28:46 AM
3.A.3.a
Packet Pg. 26
Attachment: 12. 2022-23 Jun Treasurers Report with signature (Treasurer’s Report at June 30, 2023) Holdings Report
As of June 30, 2023
City of San Jacinto
Account #10167
CUSIP Security Description Par Value/Units Purchase Date Book Yield
Cost Value
Book Value
Mkt Price
Mkt YTM
Market Value
Accrued Int.
% of Port.
Gain/Loss
Moody/S&P
Fitch
Maturity
Duration
CORPORATE
57636QAW4 MasterCard Inc Callable Note Cont
2/9/28
4.875% Due 3/9/2028
70,000.00 03/06/2023
4.90%
69,932.10
69,936.34
101.13
4.60%
70,791.70
1,061.67
0.66%
855.36
Aa3 / A+
NR
4.70 4.03
74456QBU9 Public Service El & Gas Callable Note
Cont 02/01/28
3.7% Due 5/1/2028
150,000.00 06/27/2023
4.77%
143,142.00
143,149.76
95.13 4.84%
142,693.50
925.00
1.33%
(456.26)
A1 / A
NR
4.84 4.33
341081GN1 Florida Power and Light Callable Note
Cont 3/15/2028
4.4% Due 5/15/2028
150,000.00 06/27/2023
4.78%
147,565.50
147,568.23
98.12 4.84%
147,181.80
788.33
1.37%
(386.43)
Aa2 / A+
AA4.884.31
58933YBH7 Merck & Co Callable Note Cont
4/17/2028
4.05% Due 5/17/2028
30,000.00 05/08/2023
4.07%
29,975.70
29,976.30
98.26 4.45%
29,478.57
148.50
0.27%
(497.73)
A1 / A+
NR
4.88 4.36
74340XCG4 Prologis LP Callable Note Cont
5/15/2028
4.875% Due 6/15/2028
35,000.00 06/26/2023
5.02%
34,786.15
34,786.50
99.09 5.08%
34,682.87
14.22 0.32%
(103.63)
NR / NR
NR
4.96 4.35
Total Corporate 2,530,000.00 3.08%
2,514,938.40
2,509,076.14 5.01%
2,411,774.54
19,463.70
22.50%
(97,301.60)
A1 / A+
A+
3.21 2.89
MONEY MARKET FUND
31846V203 First American Govt Obligation Fund
Class Y
14,276.00 Various
4.70%
14,276.00
14,276.00
1.00 4.70%
14,276.00
0.00 0.13%
0.00 Aaa / AAA
AAA
0.00 0.00
Total Money Market Fund 14,276.00 4.70%
14,276.00
14,276.00 4.70%
14,276.00
0.00 0.13%
0.00 Aaa / AAA
AAA
0.00 0.00
SUPRANATIONAL
4581X0DV7 Inter-American Dev Bank Note
0.875% Due 4/20/2026
230,000.00 04/13/2021
0.97%
228,946.60
229,409.27
90.21 4.64%
207,485.76
396.91
1.92%
(21,923.51)
Aaa / AAA
AAA
2.81 2.71
Total Supranational 230,000.00 0.97%
228,946.60
229,409.27 4.64%
207,485.76
396.91
1.92%
(21,923.51)
Aaa / AAA
AAA
2.81 2.71
US TREASURY
912828Y87 US Treasury Note
1.75% Due 7/31/2024
220,000.00 01/17/2020
1.63%
221,160.16
220,277.93
96.18 5.42%
211,595.34
1,605.94
1.97%
(8,682.59)
Aaa / AA+
AAA
1.09 1.04
Chandler Asset Management - CONFIDENTIAL Page 8 Execution Time: 7/4/2023 11:28:46 AM
3.A.3.a
Packet Pg. 27
Attachment: 12. 2022-23 Jun Treasurers Report with signature (Treasurer’s Report at June 30, 2023) Holdings Report
As of June 30, 2023
City of San Jacinto
Account #10167
CUSIP Security Description Par Value/Units Purchase Date Book Yield
Cost Value
Book Value
Mkt Price
Mkt YTM
Market Value
Accrued Int.
% of Port.
Gain/Loss
Moody/S&P
Fitch
Maturity
Duration
US TREASURY
9128282U3 US Treasury Note
1.875% Due 8/31/2024
230,000.00 12/12/2019
1.76%
231,230.86
230,305.04
96.08 5.38%
220,979.63
1,441.41
2.06%
(9,325.41)
Aaa / AA+
AAA
1.17 1.12
912828YV6 US Treasury Note
1.5% Due 11/30/2024
230,000.00 12/12/2019
1.74%
227,421.48
229,263.69
94.95 5.24%
218,374.19
292.21
2.02%
(10,889.50)
Aaa / AA+
AAA
1.42 1.37
91282CDN8 US Treasury Note
1% Due 12/15/2024
185,000.00 12/22/2021
0.94%
185,310.74
185,152.23
94.11 5.24%
174,109.61
80.87 1.61%
(11,042.62)
Aaa / AA+
AAA
1.46 1.41
912828ZC7 US Treasury Note
1.125% Due 2/28/2025
400,000.00 03/24/2020
0.51%
412,046.88
404,066.91
93.73 5.09%
374,922.00
1,504.08
3.48%
(29,144.91)
Aaa / AA+
AAA
1.67 1.61
912828ZT0 US Treasury Note
0.25% Due 5/31/2025
230,000.00 06/04/2020
0.39%
228,373.83
229,374.89
91.51 4.94%
210,476.91
48.70 1.95%
(18,897.98)
Aaa / AA+
AAA
1.92 1.87
9128284Z0 US Treasury Note
2.75% Due 8/31/2025
155,000.00 06/24/2021
0.72%
167,950.98
161,712.81
95.79 4.82%
148,473.11
1,424.69
1.39%
(13,239.70)
Aaa / AA+
AAA
2.17 2.05
9128285C0 US Treasury Note
3% Due 9/30/2025
200,000.00 02/25/2022
1.87%
207,804.69
204,897.29
96.25 4.78%
192,492.20
1,508.20
1.79%
(12,405.09)
Aaa / AA+
AAA
2.25 2.13
91282CAZ4 US Treasury Note
0.375% Due 11/30/2025
240,000.00 12/15/2020
0.37%
240,018.75
240,009.15
90.27 4.68%
216,637.44
76.23 2.01%
(23,371.71)
Aaa / AA+
AAA
2.42 2.35
91282CBC4 US Treasury Note
0.375% Due 12/31/2025
250,000.00 01/28/2021
0.41%
249,541.02
249,766.55
90.14 4.60%
225,341.75
2.55 2.09%
(24,424.80)
Aaa / AA+
AAA
2.51 2.43
91282CBQ3 US Treasury Note
0.5% Due 2/28/2026
250,000.00 03/24/2021
0.82%
246,123.05
247,905.46
89.83 4.59%
224,570.25
417.80
2.08%
(23,335.21)
Aaa / AA+
AAA
2.67 2.59
91282CBT7 US Treasury Note
0.75% Due 3/31/2026
250,000.00 Various
0.86%
248,714.06
249,268.03
90.38 4.51%
225,957.00
471.32
2.10%
(23,311.03)
Aaa / AA+
AAA
2.75 2.66
91282CCP4 US Treasury Note
0.625% Due 7/31/2026
300,000.00 08/25/2021
0.82%
297,152.34
298,218.63
89.09 4.45%
267,269.40
782.11
2.48%
(30,949.23)
Aaa / AA+
AAA
3.09 2.98
9128282A7 US Treasury Note
1.5% Due 8/15/2026
150,000.00 09/23/2021
0.91%
154,230.47
152,702.67
91.40 4.48%
137,103.45
845.30
1.28%
(15,599.22)
Aaa / AA+
AAA
3.13 2.98
912828V98 US Treasury Note
2.25% Due 2/15/2027
130,000.00 03/29/2022
2.53%
128,334.38
128,762.23
92.99 4.36%
120,884.79
1,098.90
1.13%
(7,877.44)
Aaa / AA+
AAA
3.63 3.39
91282CEF4 US Treasury Note
2.5% Due 3/31/2027
225,000.00 05/25/2022
2.73%
222,626.95
223,164.57
93.71 4.33%
210,858.30
1,413.93
1.96%
(12,306.27)
Aaa / AA+
AAA
3.75 3.50
91282CET4 US Treasury Note
2.625% Due 5/31/2027
215,000.00 Various
3.36%
207,938.48
209,341.11
93.96 4.32%
202,015.94
478.02
1.87%
(7,325.17)
Aaa / AA+
AAA
3.92 3.66
Chandler Asset Management - CONFIDENTIAL Page 9 Execution Time: 7/4/2023 11:28:46 AM
3.A.3.a
Packet Pg. 28
Attachment: 12. 2022-23 Jun Treasurers Report with signature (Treasurer’s Report at June 30, 2023) Holdings Report
As of June 30, 2023
City of San Jacinto
Account #10167
CUSIP Security Description Par Value/Units Purchase Date Book Yield
Cost Value
Book Value
Mkt Price
Mkt YTM
Market Value
Accrued Int.
% of Port.
Gain/Loss
Moody/S&P
Fitch
Maturity
Duration
US TREASURY
91282CFM8 US Treasury Note
4.125% Due 9/30/2027
350,000.00 11/21/2022
4.00%
351,886.72
351,651.55
99.44 4.27%
348,044.90
3,629.10
3.25%
(3,606.65)
Aaa / AA+
AAA
4.25 3.82
91282CFZ9 US Treasury Note
3.875% Due 11/30/2027
275,000.00 01/24/2023
3.59%
278,501.95
278,191.33
98.58 4.23%
271,100.50
902.58
2.52%
(7,090.83)
Aaa / AA+
AAA
4.42 4.00
91282CGT2 US Treasury Note
3.625% Due 3/31/2028
210,000.00 05/25/2023
3.88%
207,621.09
207,669.45
97.67 4.17%
205,110.99
1,913.52
1.92%
(2,558.46)
Aaa / AA+
AAA
4.76 4.27
Total US Treasury 4,695,000.00 1.70%
4,713,988.88
4,701,701.52 4.69%
4,406,317.70
19,937.46
40.95%
(295,383.82)
Aaa / AA+
AAA
2.74 2.58
TOTAL PORTFOLIO 11,363,662.00 1.92%
11,423,952.15
11,364,825.36 4.91%
10,751,499.20
56,352.73
100.00%
(613,326.16)
Aa1 / AA
AAA
2.63 2.38
TOTAL MARKET VALUE PLUS ACCRUED 10,807,851.93
Chandler Asset Management - CONFIDENTIAL Page 10 Execution Time: 7/4/2023 11:28:46 AM
3.A.3.a
Packet Pg. 29
Attachment: 12. 2022-23 Jun Treasurers Report with signature (Treasurer’s Report at June 30, 2023) Transaction Ledger
As of June 30, 2023
City of San Jacinto
Account #10167
Transaction
Type
Settlement
Date CUSIP Quantity Security Description Price Acq/DispYield Amount InterestPur/Sold Total Amount Gain/Loss
ACQUISITIONS
Purchase 06/01/2023 31846V203 120.99 First American Govt Obligation Fund Class Y
1.000 4.66% 120.99 0.00 120.99 0.00
Purchase 06/08/2023 31846V203 3,712.50 First American Govt Obligation Fund Class Y
1.000 4.66% 3,712.50 0.00 3,712.50 0.00
Purchase 06/10/2023 31846V203 1,150.00 First American Govt Obligation Fund Class Y
1.000 4.66% 1,150.00 0.00 1,150.00 0.00
Purchase 06/13/2023 31846V203 4,000.00 First American Govt Obligation Fund Class Y
1.000 4.66% 4,000.00 0.00 4,000.00 0.00
Purchase 06/14/2023 31846V203 3,018.75 First American Govt Obligation Fund Class Y
1.000 4.66% 3,018.75 0.00 3,018.75 0.00
Purchase 06/15/2023 31846V203 925.00 First American Govt Obligation Fund Class Y
1.000 4.66% 925.00 0.00 925.00 0.00
Purchase 06/15/2023 31846V203 140.25 First American Govt Obligation Fund Class Y
1.000 4.66% 140.25 0.00 140.25 0.00
Purchase 06/15/2023 31846V203 87.00 First American Govt Obligation Fund Class Y
1.000 4.66% 87.00 0.00 87.00 0.00
Purchase 06/15/2023 31846V203 94.00 First American Govt Obligation Fund Class Y
1.000 4.66% 94.00 0.00 94.00 0.00
Purchase 06/15/2023 31846V203 20.71 First American Govt Obligation Fund Class Y
1.000 4.66% 20.71 0.00 20.71 0.00
Purchase 06/15/2023 31846V203 721.22 First American Govt Obligation Fund Class Y
1.000 4.66% 721.22 0.00 721.22 0.00
Purchase 06/15/2023 31846V203 1,606.29 First American Govt Obligation Fund Class Y
1.000 4.66% 1,606.29 0.00 1,606.29 0.00
Purchase 06/15/2023 31846V203 1,591.59 First American Govt Obligation Fund Class Y
1.000 4.66% 1,591.59 0.00 1,591.59 0.00
Purchase 06/15/2023 31846V203 2,360.08 First American Govt Obligation Fund Class Y
1.000 4.66% 2,360.08 0.00 2,360.08 0.00
Purchase 06/15/2023 31846V203 5,035.55 First American Govt Obligation Fund Class Y
1.000 4.66% 5,035.55 0.00 5,035.55 0.00
Purchase 06/15/2023 31846V203 1,969.72 First American Govt Obligation Fund Class Y
1.000 4.66% 1,969.72 0.00 1,969.72 0.00
Chandler Asset Management - CONFIDENTIAL Page 11 Execution Time: 7/4/2023 11:28:46 AM
3.A.3.a
Packet Pg. 30
Attachment: 12. 2022-23 Jun Treasurers Report with signature (Treasurer’s Report at June 30, 2023) Transaction Ledger
As of June 30, 2023
City of San Jacinto
Account #10167
Transaction
Type
Settlement
Date CUSIP Quantity Security Description Price Acq/DispYield Amount InterestPur/Sold Total Amount Gain/Loss
ACQUISITIONS
Purchase 06/15/2023 31846V203 2,157.66 First American Govt Obligation Fund Class Y
1.000 4.66% 2,157.66 0.00 2,157.66 0.00
Purchase 06/15/2023 31846V203 3,443.42 First American Govt Obligation Fund Class Y
1.000 4.66% 3,443.42 0.00 3,443.42 0.00
Purchase 06/18/2023 31846V203 675.00 First American Govt Obligation Fund Class Y
1.000 4.66% 675.00 0.00 675.00 0.00
Purchase 06/19/2023 31846V203 687.50 First American Govt Obligation Fund Class Y
1.000 4.66% 687.50 0.00 687.50 0.00
Purchase 06/19/2023 31846V203 50,000.00 First American Govt Obligation Fund Class Y
1.000 4.66% 50,000.00 0.00 50,000.00 0.00
Purchase 06/20/2023 31846V203 3,634.84 First American Govt Obligation Fund Class Y
1.000 4.66% 3,634.84 0.00 3,634.84 0.00
Purchase 06/21/2023 31846V203 25.67 First American Govt Obligation Fund Class Y
1.000 4.66% 25.67 0.00 25.67 0.00
Purchase 06/21/2023 31846V203 1,436.14 First American Govt Obligation Fund Class Y
1.000 4.66% 1,436.14 0.00 1,436.14 0.00
Purchase 06/26/2023 31846V203 3,510.37 First American Govt Obligation Fund Class Y
1.000 4.66% 3,510.37 0.00 3,510.37 0.00
Purchase 06/26/2023 31846V203 3,191.64 First American Govt Obligation Fund Class Y
1.000 4.66% 3,191.64 0.00 3,191.64 0.00
Purchase 06/28/2023 3130AWC24 200,000.00 FHLB Note
4% Due 6/9/2028
99.491 4.11% 198,982.00 600.00 199,582.00 0.00
Purchase 06/28/2023 31846V203 224,967.12 First American Govt Obligation Fund Class Y
1.000 4.66% 224,967.12 0.00 224,967.12 0.00
Purchase 06/28/2023 74340XCG4 35,000.00 Prologis LP Callable Note Cont 5/15/2028
4.875% Due 6/15/2028
99.389 5.02% 34,786.15 0.00 34,786.15 0.00
Purchase 06/29/2023 341081GN1 150,000.00 Florida Power and Light Callable Note Cont 3/15/2028
4.4% Due 5/15/2028
98.377 4.78% 147,565.50 751.67 148,317.17 0.00
Chandler Asset Management - CONFIDENTIAL Page 12 Execution Time: 7/4/2023 11:28:46 AM
3.A.3.a
Packet Pg. 31
Attachment: 12. 2022-23 Jun Treasurers Report with signature (Treasurer’s Report at June 30, 2023) Transaction Ledger
As of June 30, 2023
City of San Jacinto
Account #10167
Transaction
Type
Settlement
Date CUSIP Quantity Security Description Price Acq/DispYield Amount InterestPur/Sold Total Amount Gain/Loss
ACQUISITIONS
Purchase 06/29/2023 74456QBU9 150,000.00 Public Service El & Gas Callable Note Cont 02/01/28
3.7% Due 5/1/2028
95.428 4.77% 143,142.00 894.17 144,036.17 0.00
Purchase 06/30/2023 31846V203 468.75 First American Govt Obligation Fund Class Y
1.000 4.70% 468.75 0.00 468.75 0.00
Subtotal 855,751.76 845,227.41 2,245.84 847,473.25 0.00 TOTAL ACQUISITIONS 855,751.76 845,227.41 2,245.84 847,473.25 0.00
DISPOSITIONS
Sale 06/28/2023 3130A0F70 220,000.00 FHLB Note
3.375% Due 12/8/2023
99.131 2.71% 218,088.20 412.50 218,500.70 -2,518.30
Sale 06/28/2023 31846V203 34,786.15 First American Govt Obligation Fund Class Y
1.000 4.66% 34,786.15 0.00 34,786.15 0.00
Sale 06/28/2023 912828W71 210,000.00 US Treasury Note
2.125% Due 3/31/2024
97.602 1.63% 204,963.28 1,085.14 206,048.42 -5,797.50
Sale 06/29/2023 31846V203 292,353.34 First American Govt Obligation Fund Class Y
1.000 4.70% 292,353.34 0.00 292,353.34 0.00
Subtotal 757,139.49 750,190.97 1,497.64 751,688.61 -8,315.80 Paydown 06/15/2023 43815BAC4 0.00 Honda Auto Receivables Trust 2022-1 A3
1.88% Due 5/15/2026
100.000 0.00 94.00 94.00 0.00
Paydown 06/15/2023 47787JAC2 0.00 John Deere Owner Trust 2022-A A3
2.32% Due 9/16/2026
100.000 0.00 87.00 87.00 0.00
Paydown 06/15/2023 47787NAC3 719.93 John Deere Owner Trust 2020-B A3
0.51% Due 11/15/2024
100.000 719.93 1.29 721.22 0.00
Paydown 06/15/2023 47788UAC6 1,599.03 John Deere Owner Trust 2021-A A3
0.36% Due 9/15/2025
100.000 1,599.03 7.26 1,606.29 0.00
Paydown 06/15/2023 47789KAC7 1,589.75 John Deere Owner Trust 2020-A A3
1.1% Due 8/15/2024
100.000 1,589.75 1.84 1,591.59 0.00
Chandler Asset Management - CONFIDENTIAL Page 13 Execution Time: 7/4/2023 11:28:46 AM
3.A.3.a
Packet Pg. 32
Attachment: 12. 2022-23 Jun Treasurers Report with signature (Treasurer’s Report at June 30, 2023) Transaction Ledger
As of June 30, 2023
City of San Jacinto
Account #10167
Transaction
Type
Settlement
Date CUSIP Quantity Security Description Price Acq/DispYield Amount InterestPur/Sold Total Amount Gain/Loss
DISPOSITIONS
Paydown 06/15/2023 47789QAC4 2,342.19 John Deere Owner Trust 2021-B A3
0.52% Due 3/16/2026
100.000 2,342.19 17.89 2,360.08 0.00
Paydown 06/15/2023 47800AAC4 0.00 John Deere Owner Trust 2022-B A3
3.74% Due 2/16/2027
100.000 0.00 140.25 140.25 0.00
Paydown 06/15/2023 58769KAD6 5,021.56 Mercedes-Benz Auto Lease Trust 2021- B A3
0.4% Due 11/15/2024
100.000 5,021.56 13.99 5,035.55 0.00
Paydown 06/15/2023 89236XAC0 1,966.52 Toyota Auto Receivables 2020-D A3
0.35% Due 1/15/2025
100.000 1,966.52 3.20 1,969.72 0.00
Paydown 06/15/2023 89237VAB5 2,154.44 Toyota Auto Receivables Trust 2020-C A3
0.44% Due 10/15/2024
100.000 2,154.44 3.22 2,157.66 0.00
Paydown 06/15/2023 89238JAC9 0.00 Toyota Auto Receivables Trust 2021-D A3
0.71% Due 4/15/2026
100.000 0.00 20.71 20.71 0.00
Paydown 06/15/2023 89240BAC2 3,436.12 Toyota Auto Receivables Owners 2021- A A3
0.26% Due 5/15/2025
100.000 3,436.12 7.30 3,443.42 0.00
Paydown 06/20/2023 43813KAC6 3,627.31 Honda Auto Receivables Trust 2020-3 A3
0.37% Due 10/18/2024
100.000 3,627.31 7.53 3,634.84 0.00
Paydown 06/21/2023 43813GAC5 1,433.09 Honda Auto Receivables Trust 2021-1 A3
0.27% Due 4/21/2025
100.000 1,433.09 3.05 1,436.14 0.00
Paydown 06/21/2023 43815GAC3 0.00 Honda Auto Receivables Trust 2021-4 A3
0.88% Due 1/21/2026
100.000 0.00 25.67 25.67 0.00
Paydown 06/26/2023 05601XAC3 3,480.96 BMW Vehicle Lease Trust 2022-1 A3
1.1% Due 3/25/2025
100.000 3,480.96 29.41 3,510.37 0.00
Paydown 06/26/2023 09690AAC7 3,186.44 BMW Vehicle Lease Trust 2021-2 A3
0.33% Due 12/26/2024
100.000 3,186.44 5.20 3,191.64 0.00
Subtotal 30,557.34 30,557.34 468.81 31,026.15 0.00
Chandler Asset Management - CONFIDENTIAL Page 14 Execution Time: 7/4/2023 11:28:46 AM
3.A.3.a
Packet Pg. 33
Attachment: 12. 2022-23 Jun Treasurers Report with signature (Treasurer’s Report at June 30, 2023) Transaction Ledger
As of June 30, 2023
City of San Jacinto
Account #10167
Transaction
Type
Settlement
Date CUSIP Quantity Security Description Price Acq/DispYield Amount InterestPur/Sold Total Amount Gain/Loss
DISPOSITIONS
Maturity 06/19/2023 3137EAEN5 50,000.00 FHLMC Note
2.75% Due 6/19/2023
100.000 50,000.00 0.00 50,000.00 0.00
Subtotal 50,000.00 50,000.00 0.00 50,000.00 0.00
Security
Withdrawal
06/12/2023 31846V203 907.10 First American Govt Obligation Fund Class Y
1.000 907.10 0.00 907.10 0.00
Security
Withdrawal
06/23/2023 31846V203 104.17 First American Govt Obligation Fund Class Y
1.000 104.17 0.00 104.17 0.00
Subtotal 1,011.27 1,011.27 0.00 1,011.27 0.00
TOTAL DISPOSITIONS 838,708.10 831,759.58 1,966.45 833,726.03 -8,315.80
OTHER TRANSACTIONS
Interest 06/08/2023 3130A0F70 220,000.00 FHLB Note
3.375% Due 12/8/2023
0.000 3,712.50 0.00 3,712.50 0.00
Interest 06/10/2023 78015K7H1 200,000.00 Royal Bank of Canada Note
1.15% Due 6/10/2025
0.000 1,150.00 0.00 1,150.00 0.00
Interest 06/13/2023 3130A3GE8 250,000.00 FHLB Note
2.75% Due 12/13/2024
0.000 3,437.50 0.00 3,437.50 0.00
Interest 06/13/2023 3130AJKW8 225,000.00 FHLB Note
0.5% Due 6/13/2025
0.000 562.50 0.00 562.50 0.00
Interest 06/14/2023 3130A1XJ2 210,000.00 FHLB Note
2.875% Due 6/14/2024
0.000 3,018.75 0.00 3,018.75 0.00
Interest 06/15/2023 91282CDN8 185,000.00 US Treasury Note 1% Due 12/15/2024
0.000 925.00 0.00 925.00 0.00
Interest 06/18/2023 89236TJK2 120,000.00 Toyota Motor Credit Corp Note
1.125% Due 6/18/2026
0.000 675.00 0.00 675.00 0.00
Interest 06/19/2023 3137EAEN5 50,000.00 FHLMC Note
2.75% Due 6/19/2023
0.000 687.50 0.00 687.50 0.00
Chandler Asset Management - CONFIDENTIAL Page 15 Execution Time: 7/4/2023 11:28:46 AM
3.A.3.a
Packet Pg. 34
Attachment: 12. 2022-23 Jun Treasurers Report with signature (Treasurer’s Report at June 30, 2023) Transaction Ledger
As of June 30, 2023
City of San Jacinto
Account #10167
Transaction
Type
Settlement
Date CUSIP Quantity Security Description Price Acq/DispYield Amount InterestPur/Sold Total Amount Gain/Loss
OTHER TRANSACTIONS
Interest 06/30/2023 91282CBC4 250,000.00 US Treasury Note
0.375% Due 12/31/2025
0.000 468.75 0.00 468.75 0.00
Subtotal 1,710,000.00 14,637.50 0.00 14,637.50 0.00
Dividend 06/01/2023 31846V203 21,675.00 First American Govt Obligation Fund Class Y
0.000 120.99 0.00 120.99 0.00
Subtotal 21,675.00 120.99 0.00 120.99 0.00
TOTAL OTHER TRANSACTIONS 1,731,675.00 14,758.49 0.00 14,758.49 0.00 Chandler Asset Management - CONFIDENTIAL Page 16 Execution Time: 7/4/2023 11:28:46 AM
3.A.3.a
Packet Pg. 35
Attachment: 12. 2022-23 Jun Treasurers Report with signature (Treasurer’s Report at June 30, 2023) Income Earned
As of June 30, 2023
City of San Jacinto
Account #10167
CUSIP Security Description
Trade Date
Settle Date
Units
Book Value: Begin
Book Value: Acq
Book Value: Disp
Book Value: End
Prior Accrued
Inc. Received
Ending Accrued
Total Interest
Accr. Of Discount
Amort. Of Premium
Net Accret/Amort
Income Earned
Total Income
FIXED INCOME
023135BW5 Amazon.com Inc
Note
0.45% Due 05/12/2024
05/10/2021
05/12/2021
90,000.00
89,958.52
0.00 0.00
89,962.11
21.38 0.00
55.13 33.75
3.59 0.00
3.59 37.34
37.34 023135CF1 Amazon.com Inc
Callable Note Cont 3/13/2027
3.3% Due 04/13/2027
04/11/2022
04/13/2022
60,000.00
59,904.42
0.00 0.00
59,906.45
264.00
0.00 429.00
165.00
2.03 0.00
2.03 167.03
167.03
037833CJ7 Apple Inc
Callable Note Cont 11/9/2026
3.35% Due 02/09/2027
10/05/2022
10/07/2022
210,000.00
202,794.50
0.00 0.00
202,954.74
2,188.67
0.00 2,774.92
586.25
160.24
0.00 160.24
746.49
746.49
05601XAC3 BMW Vehicle Lease Trust
2022-1 A3
1.1% Due 03/25/2025
01/11/2022
01/19/2022
28,598.10
32,077.27
0.00 3,480.96
28,596.66
5.88 29.41
5.24 28.77
0.35 0.00
0.35 29.12
29.12 084664CZ2 Berkshire Hathaway
Callable Note Cont 2/15/2027
2.3% Due 03/15/2027
03/07/2022
03/15/2022
130,000.00
129,981.29
0.00 0.00
129,981.70
631.22
0.00 880.39
249.17
0.41 0.00
0.41 249.58
249.58
09690AAC7 BMW Vehicle Lease Trust
2021-2 A3
0.33% Due 12/26/2024
09/08/2021
09/15/2021
15,709.77
18,895.72
0.00 3,186.44
15,709.42
1.04 5.20
0.86 5.02
0.14 0.00
0.14 5.16
5.16 24422EUR8 John Deere Capital Corp
Note
3.45% Due 01/10/2024
03/14/2019
03/18/2019
150,000.00
150,421.22
0.00 0.00
150,364.55
2,026.88
0.00 2,458.13
431.25
0.00 56.67
(56.67)
374.58
374.58
3130A0F70 FHLB
Note
Due 12/08/2023
01/30/2019
01/31/2019
0.00 220,706.97
0.00 220,606.50
0.00 3,568.13
4,125.00
0.00 556.87
0.00 100.47
(100.47)
456.40
456.40
3130A1XJ2 FHLB
Note
2.875% Due 06/14/2024
Various
Various
210,000.00
211,882.57
0.00 0.00
211,733.55
2,800.72
3,018.75
285.10
503.13
0.00 149.02
(149.02)
354.11
354.11
Chandler Asset Management - CONFIDENTIAL Page 17 Execution Time: 7/4/2023 11:28:46 AM
3.A.3.a
Packet Pg. 36
Attachment: 12. 2022-23 Jun Treasurers Report with signature (Treasurer’s Report at June 30, 2023) Income Earned
As of June 30, 2023
City of San Jacinto
Account #10167
CUSIP Security Description
Trade Date
Settle Date
Units
Book Value: Begin
Book Value: Acq
Book Value: Disp
Book Value: End
Prior Accrued
Inc. Received
Ending Accrued
Total Interest
Accr. Of Discount
Amort. Of Premium
Net Accret/Amort
Income Earned
Total Income
3130A2UW4 FHLB
Note
2.875% Due 09/13/2024
10/29/2019
10/30/2019
150,000.00
152,042.92
0.00 0.00
151,912.52
934.38
0.00 1,293.75
359.37
0.00 130.40
(130.40)
228.97
228.97
3130A3GE8 FHLB
Note
2.75% Due 12/13/2024
12/16/2019
12/17/2019
250,000.00
253,592.03
0.00 0.00
253,399.94
3,208.33
3,437.50
343.75
572.92
0.00 192.09
(192.09)
380.83
380.83
3130AJKW8 FHLB
Note
0.5% Due 06/13/2025
06/24/2020
06/25/2020
225,000.00
224,928.12
0.00 0.00
224,931.02
525.00
562.50
56.25 93.75
2.90 0.00
2.90 96.65
96.65 3130ATS57 FHLB
Note
4.5% Due 03/10/2028
Various
Various
325,000.00
333,180.14
0.00 0.00
333,039.43
3,290.63
0.00 4,509.38
1,218.75
0.00 140.71
(140.71)
1,078.04
1,078.04
3130AWC24 FHLB
Note
4% Due 06/09/2028
06/27/2023
06/28/2023
200,000.00
0.00 198,982.00
0.00 198,983.69
0.00 (600.00)
666.67
66.67 1.69
0.00 1.69
68.36 68.36
313383YJ4 FHLB
Note
3.375% Due 09/08/2023
12/27/2018
12/28/2018
80,000.00
80,130.00
0.00 0.00
80,090.61
622.50
0.00 847.50
225.00
0.00 39.39
(39.39)
185.61
185.61
3135G03U5 FNMA
Note
0.625% Due 04/22/2025
Various
Various
310,000.00
309,984.24
0.00 0.00
309,984.93
209.90
0.00 371.35
161.45
7.12 6.43
0.69 162.14
162.14
3135G05X7 FNMA
Note
0.375% Due 08/25/2025
08/25/2020
08/27/2020
230,000.00
229,518.45
0.00 0.00
229,536.16
230.00
0.00 301.88
71.88 17.71
0.00 17.71
89.59 89.59
3135G06G3 FNMA
Note
0.5% Due 11/07/2025
11/09/2020
11/12/2020
250,000.00
249,562.58
0.00 0.00
249,577.32
83.33 0.00
187.50
104.17
14.74 0.00
14.74 118.91
118.91
Chandler Asset Management - CONFIDENTIAL Page 18 Execution Time: 7/4/2023 11:28:46 AM
3.A.3.a
Packet Pg. 37
Attachment: 12. 2022-23 Jun Treasurers Report with signature (Treasurer’s Report at June 30, 2023) Income Earned
As of June 30, 2023
City of San Jacinto
Account #10167
CUSIP Security Description
Trade Date
Settle Date
Units
Book Value: Begin
Book Value: Acq
Book Value: Disp
Book Value: End
Prior Accrued
Inc. Received
Ending Accrued
Total Interest
Accr. Of Discount
Amort. Of Premium
Net Accret/Amort
Income Earned
Total Income
3135G0V34 FNMA
Note
2.5% Due 02/05/2024
03/24/2020
03/25/2020
375,000.00
379,203.20
0.00 0.00
378,696.79
3,020.83
0.00 3,802.08
781.25
0.00 506.41
(506.41)
274.84
274.84
3135G0X24 FNMA
Note
1.625% Due 01/07/2025
01/16/2020
01/17/2020
225,000.00
224,773.60
0.00 0.00
224,785.19
1,462.50
0.00 1,767.19
304.69
11.59 0.00
11.59 316.28
316.28
3137EAEN5 FHLMC
Note
Due 06/19/2023
11/13/2018
11/14/2018
0.00 49,992.43
0.00 50,000.00
0.00 618.75
687.50
0.00 68.75
7.57 0.00
7.57 76.32
76.32 3137EAEP0 FHLMC
Note
1.5% Due 02/12/2025
02/13/2020
02/14/2020
245,000.00
244,935.70
0.00 0.00
244,938.81
1,112.71
0.00 1,418.96
306.25
3.11 0.00
3.11 309.36
309.36
3137EAEU9 FHLMC
Note
0.375% Due 07/21/2025
07/21/2020
07/23/2020
145,000.00
144,690.81
0.00 0.00
144,702.69
196.35
0.00 241.67
45.32 11.88
0.00 11.88
57.20 57.20
3137EAEX3 FHLMC
Note
0.375% Due 09/23/2025
09/23/2020
09/25/2020
230,000.00
229,679.28
0.00 0.00
229,690.67
162.92
0.00 234.79
71.87 11.39
0.00 11.39
83.26 83.26
341081GN1 Florida Power and Light
Callable Note Cont 3/15/2028
4.4% Due 05/15/2028
06/27/2023
06/29/2023
150,000.00
0.00 147,565.50
0.00 147,568.23
0.00 (751.67)
788.33
36.66 2.73
0.00 2.73
39.39 39.39
43813GAC5 Honda Auto Receivables Trust
2021-1 A3
0.27% Due 04/21/2025
02/17/2021
02/24/2021
12,129.62
13,562.65
0.00 1,433.09
12,129.57
1.02 3.05
0.91 2.94
0.01 0.00
0.01 2.95
2.95 43813KAC6 Honda Auto Receivables Trust
2020-3 A3
0.37% Due 10/18/2024
09/22/2020
09/29/2020
20,802.55
24,429.33
0.00 3,627.31
20,802.18
3.26 7.53
2.78 7.05
0.16 0.00
0.16 7.21
7.21 Chandler Asset Management - CONFIDENTIAL Page 19 Execution Time: 7/4/2023 11:28:46 AM
3.A.3.a
Packet Pg. 38
Attachment: 12. 2022-23 Jun Treasurers Report with signature (Treasurer’s Report at June 30, 2023) Income Earned
As of June 30, 2023
City of San Jacinto
Account #10167
CUSIP Security Description
Trade Date
Settle Date
Units
Book Value: Begin
Book Value: Acq
Book Value: Disp
Book Value: End
Prior Accrued
Inc. Received
Ending Accrued
Total Interest
Accr. Of Discount
Amort. Of Premium
Net Accret/Amort
Income Earned
Total Income
43815BAC4 Honda Auto Receivables Trust
2022-1 A3
1.88% Due 05/15/2026
02/15/2022
02/23/2022
60,000.00
59,994.53
0.00 0.00
59,994.76
50.13 94.00
50.13 94.00
0.23 0.00
0.23 94.23
94.23 43815GAC3 Honda Auto Receivables Trust
2021-4 A3
0.88% Due 01/21/2026
11/16/2021
11/24/2021
35,000.00
34,996.07
0.00 0.00
34,996.26
8.56 25.67
8.56 25.67
0.19 0.00
0.19 25.86
25.86 438516CJ3 Honeywell Intl
Callable Note Cont 01/15/2028
4.95% Due 02/15/2028
02/13/2023
02/15/2023
135,000.00
137,849.23
0.00 0.00
137,798.63
1,967.63
0.00 2,524.50
556.87
0.00 50.60
(50.60)
506.27
506.27
4581X0DV7 Inter-American Dev Bank
Note
0.875% Due 04/20/2026
04/13/2021
04/20/2021
230,000.00
229,391.96
0.00 0.00
229,409.27
229.20
0.00 396.91
167.71
17.31 0.00
17.31 185.02
185.02
46625HJX9 JP Morgan Chase
Note
3.625% Due 05/13/2024
12/19/2019
12/24/2019
145,000.00
146,854.31
0.00 0.00
146,693.99
262.81
0.00 700.83
438.02
0.00 160.32
(160.32)
277.70
277.70
47787JAC2 John Deere Owner Trust
2022-A A3
2.32% Due 09/16/2026
03/10/2022
03/16/2022
45,000.00
44,993.49
0.00 0.00
44,993.72
46.40 87.00
46.40 87.00
0.23 0.00
0.23 87.23
87.23 47787NAC3 John Deere Owner Trust
2020-B A3
0.51% Due 11/15/2024
07/14/2020
07/22/2020
2,308.91
3,028.76
0.00 719.93
2,308.86
0.69 1.29
0.52 1.12
0.03 0.00
0.03 1.15
1.15 47788UAC6 John Deere Owner Trust
2021-A A3
0.36% Due 09/15/2025
03/02/2021
03/10/2021
22,604.35
24,201.60
0.00 1,599.03
22,602.79
3.87 7.26
3.62 7.01
0.22 0.00
0.22 7.23
7.23 47789KAC7 John Deere Owner Trust
2020-A A3
1.1% Due 08/15/2024
03/04/2020
03/11/2020
421.00
2,010.71
0.00 1,589.75
420.99
0.98 1.84
0.21 1.07
0.03 0.00
0.03 1.10
1.10 Chandler Asset Management - CONFIDENTIAL Page 20 Execution Time: 7/4/2023 11:28:46 AM
3.A.3.a
Packet Pg. 39
Attachment: 12. 2022-23 Jun Treasurers Report with signature (Treasurer’s Report at June 30, 2023) Income Earned
As of June 30, 2023
City of San Jacinto
Account #10167
CUSIP Security Description
Trade Date
Settle Date
Units
Book Value: Begin
Book Value: Acq
Book Value: Disp
Book Value: End
Prior Accrued
Inc. Received
Ending Accrued
Total Interest
Accr. Of Discount
Amort. Of Premium
Net Accret/Amort
Income Earned
Total Income
47789QAC4 John Deere Owner Trust
2021-B A3
0.52% Due 03/16/2026
07/13/2021
07/21/2021
38,942.00
41,282.39
0.00 2,342.19
38,940.38
9.54 17.89
9.00 17.35
0.18 0.00
0.18 17.53
17.53 47800AAC4 John Deere Owner Trust
2022-B A3
3.74% Due 02/16/2027
07/12/2022
07/20/2022
45,000.00
44,996.74
0.00 0.00
44,996.84
74.80 140.25
74.80 140.25
0.10 0.00
0.10 140.35
140.35
57636QAW4 MasterCard Inc
Callable Note Cont 2/9/28
4.875% Due 03/09/2028
03/06/2023
03/09/2023
70,000.00
69,935.22
0.00 0.00
69,936.34
777.29
0.00 1,061.67
284.38
1.12 0.00
1.12 285.50
285.50
58769KAD6 Mercedes-Benz Auto Lease Trust
2021-B A3
0.4% Due 11/15/2024
06/22/2021
06/29/2021
36,963.09
41,983.87
0.00 5,021.56
36,962.50
7.46 13.99
6.57 13.10
0.19 0.00
0.19 13.29
13.29 58933YBH7 Merck & Co
Callable Note Cont 4/17/2028
4.05% Due 05/17/2028
05/08/2023
05/17/2023
30,000.00
29,975.90
0.00 0.00
29,976.30
47.25 0.00
148.50
101.25
0.40 0.00
0.40 101.65
101.65
61747YET8 Morgan Stanley
Callable Note Cont 7/17/2025
4.679% Due 07/17/2026
07/18/2022
07/20/2022
60,000.00
60,000.00
0.00 0.00
60,000.00
1,044.98
0.00 1,278.93
233.95
0.00 0.00
0.00 233.95
233.95
665859AW4 Northern Trust Company
Callable Note Cont 4/10/2027
4% Due 05/10/2027
09/28/2022
09/30/2022
130,000.00
126,785.46
0.00 0.00
126,852.48
303.33
0.00 736.67
433.34
67.02 0.00
67.02 500.36
500.36
74340XCG4 Prologis LP
Callable Note Cont 5/15/2028
4.875% Due 06/15/2028
06/26/2023
06/28/2023
35,000.00
0.00 34,786.15
0.00 34,786.50
0.00 0.00
14.22 14.22
0.35 0.00
0.35 14.57
14.57 74456QBU9 Public Service El & Gas
Callable Note Cont 02/01/28
3.7% Due 05/01/2028
06/27/2023
06/29/2023
150,000.00
0.00 143,142.00
0.00 143,149.76
0.00 (894.17)
925.00
30.83 7.76
0.00 7.76
38.59 38.59
Chandler Asset Management - CONFIDENTIAL Page 21 Execution Time: 7/4/2023 11:28:46 AM
3.A.3.a
Packet Pg. 40
Attachment: 12. 2022-23 Jun Treasurers Report with signature (Treasurer’s Report at June 30, 2023) Income Earned
As of June 30, 2023
City of San Jacinto
Account #10167
CUSIP Security Description
Trade Date
Settle Date
Units
Book Value: Begin
Book Value: Acq
Book Value: Disp
Book Value: End
Prior Accrued
Inc. Received
Ending Accrued
Total Interest
Accr. Of Discount
Amort. Of Premium
Net Accret/Amort
Income Earned
Total Income
78015K7H1 Royal Bank of Canada
Note
1.15% Due 06/10/2025
10/14/2021
10/18/2021
200,000.00
199,932.17
0.00 0.00
199,934.92
1,092.50
1,150.00
134.17
191.67
2.75 0.00
2.75 194.42
194.42
808513BN4 Charles Schwab Corp
Callable Note Cont 2/18/2024
0.75% Due 03/18/2024
03/16/2021
03/18/2021
40,000.00
39,994.69
0.00 0.00
39,995.24
60.83 0.00
85.83 25.00
0.55 0.00
0.55 25.55
25.55 808513BY0 Charles Schwab Corp
Callable Note Cont 2/3/2027
2.45% Due 03/03/2027
03/01/2022
03/03/2022
45,000.00
44,963.51
0.00 0.00
44,964.31
269.50
0.00 361.38
91.88 0.80
0.00 0.80
92.68 92.68
857477BR3 State Street Bank
Callable Note Cont 2/6/2025
1.746% Due 02/06/2026
02/02/2022
02/07/2022
35,000.00
35,000.00
0.00 0.00
35,000.00
195.21
0.00 246.14
50.93 0.00
0.00 0.00
50.93 50.93
87612EBM7 Target Corp
Callable Note Cont 12/15/2026
1.95% Due 01/15/2027
01/19/2022
01/24/2022
65,000.00
64,919.48
0.00 0.00
64,921.31
478.83
0.00 584.46
105.63
1.83 0.00
1.83 107.46
107.46
89114TZG0 Toronto-Dominion Bank
Note
1.25% Due 09/10/2026
11/17/2021
11/19/2021
200,000.00
197,197.00
0.00 0.00
197,267.25
562.50
0.00 770.83
208.33
70.25 0.00
70.25 278.58
278.58
89236TJK2 Toyota Motor Credit Corp
Note
1.125% Due 06/18/2026
06/15/2021
06/18/2021
120,000.00
119,967.82
0.00 0.00
119,968.68
611.25
675.00
48.75 112.50
0.86 0.00
0.86 113.36
113.36
89236XAC0 Toyota Auto Receivables
2020-D A3
0.35% Due 01/15/2025
10/06/2020
10/13/2020
9,006.35
10,972.09
0.00 1,966.52
9,005.74
1.71 3.20
1.40 2.89
0.17 0.00
0.17 3.06
3.06 89237VAB5 Toyota Auto Receivables Trust
2020-C A3
0.44% Due 10/15/2024
07/21/2020
07/27/2020
6,634.48
8,788.70
0.00 2,154.44
6,634.32
1.72 3.22
1.30 2.80
0.06 0.00
0.06 2.86
2.86 Chandler Asset Management - CONFIDENTIAL Page 22 Execution Time: 7/4/2023 11:28:46 AM
3.A.3.a
Packet Pg. 41
Attachment: 12. 2022-23 Jun Treasurers Report with signature (Treasurer’s Report at June 30, 2023) Income Earned
As of June 30, 2023
City of San Jacinto
Account #10167
CUSIP Security Description
Trade Date
Settle Date
Units
Book Value: Begin
Book Value: Acq
Book Value: Disp
Book Value: End
Prior Accrued
Inc. Received
Ending Accrued
Total Interest
Accr. Of Discount
Amort. Of Premium
Net Accret/Amort
Income Earned
Total Income
89238JAC9 Toyota Auto Receivables Trust
2021-D A3
0.71% Due 04/15/2026
11/09/2021
11/15/2021
35,000.00
34,999.61
0.00 0.00
34,999.62
11.04 20.71
11.04 20.71
0.01 0.00
0.01 20.72
20.72 89240BAC2 Toyota Auto Receivables Owners
2021-A A3
0.26% Due 05/15/2025
02/02/2021
02/08/2021
30,265.78
33,700.31
0.00 3,436.12
30,264.50
3.89 7.30
3.50 6.91
0.31 0.00
0.31 7.22
7.22 9128282A7 US Treasury
Note
1.5% Due 08/15/2026
09/23/2021
09/24/2021
150,000.00
152,773.73
0.00 0.00
152,702.67
658.84
0.00 845.30
186.46
0.00 71.06
(71.06)
115.40
115.40
9128282U3 US Treasury
Note
1.875% Due 08/31/2024
12/12/2019
12/13/2019
230,000.00
230,326.47
0.00 0.00
230,305.04
1,089.84
0.00 1,441.41
351.57
0.00 21.43
(21.43)
330.14
330.14
9128284Z0 US Treasury
Note
2.75% Due 08/31/2025
06/24/2021
06/25/2021
155,000.00
161,967.08
0.00 0.00
161,712.81
1,077.21
0.00 1,424.69
347.48
0.00 254.27
(254.27)
93.21 93.21
9128285C0 US Treasury
Note
3% Due 09/30/2025
02/25/2022
02/28/2022
200,000.00
205,076.03
0.00 0.00
204,897.29
1,016.39
0.00 1,508.20
491.81
0.00 178.74
(178.74)
313.07
313.07
912828V98 US Treasury
Note
2.25% Due 02/15/2027
03/29/2022
03/30/2022
130,000.00
128,734.20
0.00 0.00
128,762.23
856.49
0.00 1,098.90
242.41
28.03 0.00
28.03 270.44
270.44
912828W71 US Treasury
Note
Due 03/31/2024
12/05/2019
12/06/2019
0.00 210,834.94
0.00 210,760.78
0.00 755.94
1,085.14
0.00 329.20
0.00 74.16
(74.16)
255.04
255.04
912828Y87 US Treasury
Note
1.75% Due 07/31/2024
01/17/2020
01/21/2020
220,000.00
220,298.99
0.00 0.00
220,277.93
1,286.88
0.00 1,605.94
319.06
0.00 21.06
(21.06)
298.00
298.00
Chandler Asset Management - CONFIDENTIAL Page 23 Execution Time: 7/4/2023 11:28:46 AM
3.A.3.a
Packet Pg. 42
Attachment: 12. 2022-23 Jun Treasurers Report with signature (Treasurer’s Report at June 30, 2023) Income Earned
As of June 30, 2023
City of San Jacinto
Account #10167
CUSIP Security Description
Trade Date
Settle Date
Units
Book Value: Begin
Book Value: Acq
Book Value: Disp
Book Value: End
Prior Accrued
Inc. Received
Ending Accrued
Total Interest
Accr. Of Discount
Amort. Of Premium
Net Accret/Amort
Income Earned
Total Income
912828YV6 US Treasury
Note
1.5% Due 11/30/2024
12/12/2019
12/13/2019
230,000.00
229,221.04
0.00 0.00
229,263.69
9.43 0.00
292.21
282.78
42.65 0.00
42.65 325.43
325.43
912828ZC7 US Treasury
Note
1.125% Due 02/28/2025
03/24/2020
03/25/2020
400,000.00
404,267.58
0.00 0.00
404,066.91
1,137.23
0.00 1,504.08
366.85
0.00 200.67
(200.67)
166.18
166.18
912828ZT0 US Treasury
Note
0.25% Due 05/31/2025
06/04/2020
06/05/2020
230,000.00
229,348.10
0.00 0.00
229,374.89
1.57 0.00
48.70 47.13
26.79 0.00
26.79 73.92
73.92 91282CAZ4 US Treasury
Note
0.375% Due 11/30/2025
12/15/2020
12/16/2020
240,000.00
240,009.46
0.00 0.00
240,009.15
2.46 0.00
76.23 73.77
0.00 0.31
(0.31)
73.46 73.46
91282CBC4 US Treasury
Note
0.375% Due 12/31/2025
01/28/2021
01/29/2021
250,000.00
249,758.89
0.00 0.00
249,766.55
393.65
468.75
2.55 77.65
7.66 0.00
7.66 85.31
85.31 91282CBQ3 US Treasury
Note
0.5% Due 02/28/2026
03/24/2021
03/25/2021
250,000.00
247,840.88
0.00 0.00
247,905.46
315.90
0.00 417.80
101.90
64.58 0.00
64.58 166.48
166.48
91282CBT7 US Treasury
Note
0.75% Due 03/31/2026
Various
Various
250,000.00
249,246.16
0.00 0.00
249,268.03
317.62
0.00 471.32
153.70
21.87 0.00
21.87 175.57
175.57
91282CCP4 US Treasury
Note
0.625% Due 07/31/2026
08/25/2021
08/26/2021
300,000.00
298,171.17
0.00 0.00
298,218.63
626.73
0.00 782.11
155.38
47.46 0.00
47.46 202.84
202.84
91282CDN8 US Treasury
Note
1% Due 12/15/2024
12/22/2021
12/23/2021
185,000.00
185,160.80
0.00 0.00
185,152.23
853.85
925.00
80.87 152.02
0.00 8.57
(8.57)
143.45
143.45
Chandler Asset Management - CONFIDENTIAL Page 24 Execution Time: 7/4/2023 11:28:46 AM
3.A.3.a
Packet Pg. 43
Attachment: 12. 2022-23 Jun Treasurers Report with signature (Treasurer’s Report at June 30, 2023) Income Earned
As of June 30, 2023
City of San Jacinto
Account #10167
CUSIP Security Description
Trade Date
Settle Date
Units
Book Value: Begin
Book Value: Acq
Book Value: Disp
Book Value: End
Prior Accrued
Inc. Received
Ending Accrued
Total Interest
Accr. Of Discount
Amort. Of Premium
Net Accret/Amort
Income Earned
Total Income
91282CEF4 US Treasury
Note
2.5% Due 03/31/2027
05/25/2022
05/26/2022
225,000.00
223,124.35
0.00 0.00
223,164.57
952.87
0.00 1,413.93
461.06
40.22 0.00
40.22 501.28
501.28
91282CET4 US Treasury
Note
2.625% Due 05/31/2027
Various
Various
215,000.00
209,222.40
0.00 0.00
209,341.11
15.42 0.00
478.02
462.60
118.71
0.00 118.71
581.31
581.31
91282CFM8 US Treasury
Note
4.125% Due 09/30/2027
11/21/2022
11/22/2022
350,000.00
351,683.47
0.00 0.00
351,651.55
2,445.70
0.00 3,629.10
1,183.40
0.00 31.92
(31.92)
1,151.48
1,151.48
91282CFZ9 US Treasury
Note
3.875% Due 11/30/2027
01/24/2023
01/25/2023
275,000.00
278,250.68
0.00 0.00
278,191.33
29.12 0.00
902.58
873.46
0.00 59.35
(59.35)
814.11
814.11
91282CGT2 US Treasury
Note
3.625% Due 03/31/2028
05/25/2023
05/26/2023
210,000.00
207,629.15
0.00 0.00
207,669.45
1,289.55
0.00 1,913.52
623.97
40.30 0.00
40.30 664.27
664.27
91324PEC2 United Health Group Inc
Callable Note Cont 4/15/2026
1.15% Due 05/15/2026
Various
Various
30,000.00
30,057.76
0.00 0.00
30,056.10
15.33 0.00
44.08 28.75
0.00 1.66
(1.66)
27.09 27.09
91324PEG3 United Health Group Inc
Callable Note Cont 4/15/2027
3.7% Due 05/15/2027
05/17/2022
05/20/2022
50,000.00
50,020.14
0.00 0.00
50,019.73
82.22 0.00
236.40
154.18
0.09 0.50
(0.41)
153.77
153.77
931142ER0 Wal-Mart Stores
Callable Note Cont 08/17/2026
1.05% Due 09/17/2026
09/08/2021
09/17/2021
30,000.00
29,962.61
0.00 0.00
29,963.55
64.75 0.00
91.00 26.25
0.94 0.00
0.94 27.19
27.19 931142EW9 Wal-Mart Stores
Note
3.9% Due 09/09/2025
09/06/2022
09/09/2022
30,000.00
29,984.08
0.00 0.00
29,984.65
266.50
0.00 364.00
97.50 0.57
0.00 0.57
98.07 98.07
Chandler Asset Management - CONFIDENTIAL Page 25 Execution Time: 7/4/2023 11:28:46 AM
3.A.3.a
Packet Pg. 44
Attachment: 12. 2022-23 Jun Treasurers Report with signature (Treasurer’s Report at June 30, 2023) Income Earned
As of June 30, 2023
City of San Jacinto
Account #10167
CUSIP Security Description
Trade Date
Settle Date
Units
Book Value: Begin
Book Value: Acq
Book Value: Disp
Book Value: End
Prior Accrued
Inc. Received
Ending Accrued
Total Interest
Accr. Of Discount
Amort. Of Premium
Net Accret/Amort
Income Earned
Total Income
931142EX7 Wal-Mart Stores
Callable Note Cont 09/09/2027
3.95% Due 09/09/2027
10/05/2022
10/07/2022
140,000.00
137,011.18
0.00 0.00
137,068.62
1,259.61
0.00 1,720.44
460.83
57.44 0.00
57.44 518.27
518.27
Total Fixed Income 11,349,386.00
11,339,524.92
524,475.65
511,924.62
11,350,549.36
52,135.33
14,358.11
56,352.73
18,575.51
929.62
2,456.21
(1,526.59)
17,048.92 17,048.92
CASH & EQUIVALENT
31846V203 First American
Govt Obligation Fund Class Y
Various
Various
14,276.00
21,675.00
320,751.76
328,150.76
14,276.00
0.00 120.99
0.00 120.99
0.00 0.00
0.00 120.99
120.99
Total Cash & Equivalent 14,276.00
21,675.00
320,751.76
328,150.76
14,276.00
0.00 120.99
0.00 120.99
0.00 0.00
0.00 120.99 120.99
TOTAL PORTFOLIO 11,363,662.00
11,361,199.92
845,227.41
840,075.38
11,364,825.36
52,135.33
14,479.10
56,352.73
18,696.50
929.62
2,456.21
(1,526.59)
17,169.91 17,169.91
Chandler Asset Management - CONFIDENTIAL Page 26 Execution Time: 7/4/2023 11:28:46 AM
3.A.3.a
Packet Pg. 45
Attachment: 12. 2022-23 Jun Treasurers Report with signature (Treasurer’s Report at June 30, 2023) Cash Flow Report
As of June 30, 2023
City of San Jacinto
Account #10167
Payment Date Transaction Type CUSIP Quantity Security Description Principal Amount Income Total Amount 07/07/2023 Interest 3135G0X24 225,000.00 FNMA Note
1.625% Due 1/7/2025
0.00 1,828.13 1,828.13
07/10/2023 Interest 24422EUR8 150,000.00 John Deere Capital Corp Note
3.45% Due 1/10/2024
0.00 2,587.50 2,587.50
07/15/2023 Interest 87612EBM7 65,000.00 Target Corp Callable Note Cont 12/15/2026
1.95% Due 1/15/2027
0.00 633.75 633.75
07/15/2023 Paydown 89238JAC9 35,000.00 Toyota Auto Receivables Trust 2021-D A3
0.71% Due 4/15/2026
1,740.18 20.71 1,760.89
07/15/2023 Paydown 43815BAC4 60,000.00 Honda Auto Receivables Trust 2022-1 A3
1.88% Due 5/15/2026
0.00 94.00 94.00
07/15/2023 Paydown 47787JAC2 45,000.00 John Deere Owner Trust 2022-A A3
2.32% Due 9/16/2026
0.00 87.00 87.00
07/15/2023 Paydown 47789KAC7 421.00 John Deere Owner Trust 2020-A A3
1.1% Due 8/15/2024
29.53 0.39 29.92
07/15/2023 Paydown 89236XAC0 9,006.35 Toyota Auto Receivables 2020-D A3
0.35% Due 1/15/2025
490.48 2.63 493.11
07/15/2023 Paydown 89237VAB5 6,634.48 Toyota Auto Receivables Trust 2020-C A3
0.44% Due 10/15/2024
413.52 2.43 415.95
07/15/2023 Paydown 47787NAC3 2,308.91 John Deere Owner Trust 2020-B A3
0.51% Due 11/15/2024
329.46 0.98 330.44
07/15/2023 Paydown 47788UAC6 22,604.35 John Deere Owner Trust 2021-A A3
0.36% Due 9/15/2025
1,409.33 6.78 1,416.11
07/15/2023 Paydown 47789QAC4 38,942.00 John Deere Owner Trust 2021-B A3
0.52% Due 3/16/2026
1,852.69 16.87 1,869.56
07/15/2023 Paydown 58769KAD6 36,963.09 Mercedes-Benz Auto Lease Trust 2021-B A3
0.4% Due 11/15/2024
5,278.99 12.32 5,291.31
07/15/2023 Paydown 89240BAC2 30,265.78 Toyota Auto Receivables Owners 2021-A A3
0.26% Due 5/15/2025
3,358.49 6.56 3,365.05
07/15/2023 Paydown 47800AAC4 45,000.00 John Deere Owner Trust 2022-B A3
3.74% Due 2/16/2027
0.00 140.25 140.25
07/17/2023 Interest 61747YET8 60,000.00 Morgan Stanley Callable Note Cont 7/17/2025
4.679% Due 7/17/2026
0.00 1,403.70 1,403.70
07/18/2023 Paydown 43813KAC6 20,802.55 Honda Auto Receivables Trust 2020-3 A3
0.37% Due 10/18/2024
4,157.95 6.41 4,164.36
Chandler Asset Management - CONFIDENTIAL Page 27 Execution Time: 7/4/2023 11:28:46 AM
3.A.3.a
Packet Pg. 46
Attachment: 12. 2022-23 Jun Treasurers Report with signature (Treasurer’s Report at June 30, 2023) Cash Flow Report
As of June 30, 2023
City of San Jacinto
Account #10167
Payment Date Transaction Type CUSIP Quantity Security Description Principal Amount Income Total Amount 07/21/2023 Interest 3137EAEU9 145,000.00 FHLMC Note
0.375% Due 7/21/2025
0.00 271.88 271.88
07/21/2023 Paydown 43813GAC5 12,129.62 Honda Auto Receivables Trust 2021-1 A3
0.27% Due 4/21/2025
1,346.43 2.73 1,349.16
07/21/2023 Paydown 43815GAC3 35,000.00 Honda Auto Receivables Trust 2021-4 A3
0.88% Due 1/21/2026
1,746.12 25.67 1,771.79
07/25/2023 Paydown 05601XAC3 28,598.10 BMW Vehicle Lease Trust 2022-1 A3
1.1% Due 3/25/2025
3,122.26 26.21 3,148.47
07/25/2023 Paydown 09690AAC7 15,709.77 BMW Vehicle Lease Trust 2021-2 A3
0.33% Due 12/26/2024
2,616.71 4.32 2,621.03
07/31/2023 Interest 912828Y87 220,000.00 US Treasury Note
1.75% Due 7/31/2024
0.00 1,925.00 1,925.00
07/31/2023 Interest 91282CCP4 300,000.00 US Treasury Note
0.625% Due 7/31/2026
0.00 937.50 937.50
JUL 2023 27,892.14 10,043.72 37,935.86
08/05/2023 Interest 3135G0V34 375,000.00 FNMA Note
2.5% Due 2/5/2024
0.00 4,687.50 4,687.50
08/06/2023 Interest 857477BR3 35,000.00 State Street Bank Callable Note Cont 2/6/2025
1.746% Due 2/6/2026
0.00 305.55 305.55
08/09/2023 Interest 037833CJ7 210,000.00 Apple Inc Callable Note Cont 11/9/2026
3.35% Due 2/9/2027
0.00 3,517.50 3,517.50
08/12/2023 Interest 3137EAEP0 245,000.00 FHLMC Note
1.5% Due 2/12/2025
0.00 1,837.50 1,837.50
08/15/2023 Interest 912828V98 130,000.00 US Treasury Note
2.25% Due 2/15/2027
0.00 1,462.50 1,462.50
08/15/2023 Interest 9128282A7 150,000.00 US Treasury Note
1.5% Due 8/15/2026
0.00 1,125.00 1,125.00
08/15/2023 Interest 438516CJ3 135,000.00 Honeywell Intl Callable Note Cont 01/15/2028
4.95% Due 2/15/2028
0.00 3,341.25 3,341.25
08/15/2023 Paydown 47787NAC3 2,308.91 John Deere Owner Trust 2020-B A3
0.51% Due 11/15/2024
329.59 0.84 330.43
08/15/2023 Paydown 47789KAC7 421.00 John Deere Owner Trust 2020-A A3
1.1% Due 8/15/2024
29.62 0.36 29.98
Chandler Asset Management - CONFIDENTIAL Page 28 Execution Time: 7/4/2023 11:28:46 AM
3.A.3.a
Packet Pg. 47
Attachment: 12. 2022-23 Jun Treasurers Report with signature (Treasurer’s Report at June 30, 2023) Cash Flow Report
As of June 30, 2023
City of San Jacinto
Account #10167
Payment Date Transaction Type CUSIP Quantity Security Description Principal Amount Income Total Amount 08/15/2023 Paydown 47789QAC4 38,942.00 John Deere Owner Trust 2021-B A3
0.52% Due 3/16/2026
1,852.85 16.07 1,868.92
08/15/2023 Paydown 58769KAD6 36,963.09 Mercedes-Benz Auto Lease Trust 2021-B A3
0.4% Due 11/15/2024
5,279.47 10.56 5,290.03
08/15/2023 Paydown 89237VAB5 6,634.48 Toyota Auto Receivables Trust 2020-C A3
0.44% Due 10/15/2024
413.67 2.28 415.95
08/15/2023 Paydown 89240BAC2 30,265.78 Toyota Auto Receivables Owners 2021-A A3
0.26% Due 5/15/2025
3,359.59 5.83 3,365.42
08/15/2023 Paydown 43815BAC4 60,000.00 Honda Auto Receivables Trust 2022-1 A3
1.88% Due 5/15/2026
0.00 94.00 94.00
08/15/2023 Paydown 47787JAC2 45,000.00 John Deere Owner Trust 2022-A A3
2.32% Due 9/16/2026
0.00 87.00 87.00
08/15/2023 Paydown 47800AAC4 45,000.00 John Deere Owner Trust 2022-B A3
3.74% Due 2/16/2027
0.00 140.25 140.25
08/15/2023 Paydown 89238JAC9 35,000.00 Toyota Auto Receivables Trust 2021-D A3
0.71% Due 4/15/2026
1,741.21 19.68 1,760.89
08/15/2023 Paydown 47788UAC6 22,604.35 John Deere Owner Trust 2021-A A3
0.36% Due 9/15/2025
1,409.79 6.36 1,416.15
08/15/2023 Paydown 89236XAC0 9,006.35 Toyota Auto Receivables 2020-D A3
0.35% Due 1/15/2025
488.76 2.48 491.24
08/18/2023 Paydown 43813KAC6 20,802.55 Honda Auto Receivables Trust 2020-3 A3
0.37% Due 10/18/2024
4,159.23 5.13 4,164.36
08/21/2023 Paydown 43813GAC5 12,129.62 Honda Auto Receivables Trust 2021-1 A3
0.27% Due 4/21/2025
1,346.75 2.43 1,349.18
08/21/2023 Paydown 43815GAC3 35,000.00 Honda Auto Receivables Trust 2021-4 A3
0.88% Due 1/21/2026
1,746.53 24.39 1,770.92
08/25/2023 Interest 3135G05X7 230,000.00 FNMA Note
0.375% Due 8/25/2025
0.00 431.25 431.25
08/25/2023 Paydown 09690AAC7 15,709.77 BMW Vehicle Lease Trust 2021-2 A3
0.33% Due 12/26/2024
2,617.35 3.60 2,620.95
08/25/2023 Paydown 05601XAC3 28,598.10 BMW Vehicle Lease Trust 2022-1 A3
1.1% Due 3/25/2025
3,135.95 23.35 3,159.30
08/31/2023 Interest 9128282U3 230,000.00 US Treasury Note
1.875% Due 8/31/2024
0.00 2,156.25 2,156.25
Chandler Asset Management - CONFIDENTIAL Page 29 Execution Time: 7/4/2023 11:28:46 AM
3.A.3.a
Packet Pg. 48
Attachment: 12. 2022-23 Jun Treasurers Report with signature (Treasurer’s Report at June 30, 2023) Cash Flow Report
As of June 30, 2023
City of San Jacinto
Account #10167
Payment Date Transaction Type CUSIP Quantity Security Description Principal Amount Income Total Amount 08/31/2023 Interest 9128284Z0 155,000.00 US Treasury Note
2.75% Due 8/31/2025
0.00 2,131.25 2,131.25
08/31/2023 Interest 91282CBQ3 250,000.00 US Treasury Note
0.5% Due 2/28/2026
0.00 625.00 625.00
08/31/2023 Interest 912828ZC7 400,000.00 US Treasury Note
1.125% Due 2/28/2025
0.00 2,250.00 2,250.00
AUG 2023 27,910.36 24,315.16 52,225.52
09/03/2023 Interest 808513BY0 45,000.00 Charles Schwab Corp Callable Note Cont 2/3/2027
2.45% Due 3/3/2027
0.00 551.25 551.25
09/08/2023 Maturity 313383YJ4 80,000.00 FHLB Note
3.375% Due 9/8/2023
80,000.00 1,350.00 81,350.00
09/09/2023 Interest 57636QAW4 70,000.00 MasterCard Inc Callable Note Cont 2/9/28
4.875% Due 3/9/2028
0.00 1,706.25 1,706.25
09/09/2023 Interest 931142EW9 30,000.00 Wal-Mart Stores Note
3.9% Due 9/9/2025
0.00 585.00 585.00
09/09/2023 Interest 931142EX7 140,000.00 Wal-Mart Stores Callable Note Cont 09/09/2027
3.95% Due 9/9/2027
0.00 2,765.00 2,765.00
09/10/2023 Interest 3130ATS57 325,000.00 FHLB Note
4.5% Due 3/10/2028
0.00 7,312.50 7,312.50
09/10/2023 Interest 89114TZG0 200,000.00 Toronto-Dominion Bank Note
1.25% Due 9/10/2026
0.00 1,250.00 1,250.00
09/13/2023 Interest 3130A2UW4 150,000.00 FHLB Note
2.875% Due 9/13/2024
0.00 2,156.25 2,156.25
09/15/2023 Interest 084664CZ2 130,000.00 Berkshire Hathaway Callable Note Cont 2/15/2027
2.3% Due 3/15/2027
0.00 1,495.00 1,495.00
09/15/2023 Paydown 47787JAC2 45,000.00 John Deere Owner Trust 2022-A A3
2.32% Due 9/16/2026
0.00 87.00 87.00
09/15/2023 Paydown 47800AAC4 45,000.00 John Deere Owner Trust 2022-B A3
3.74% Due 2/16/2027
0.00 140.25 140.25
09/15/2023 Paydown 89238JAC9 35,000.00 Toyota Auto Receivables Trust 2021-D A3
0.71% Due 4/15/2026
1,742.24 18.65 1,760.89
09/15/2023 Paydown 43815BAC4 60,000.00 Honda Auto Receivables Trust 2022-1 A3
1.88% Due 5/15/2026
0.00 94.00 94.00
Chandler Asset Management - CONFIDENTIAL Page 30 Execution Time: 7/4/2023 11:28:46 AM
3.A.3.a
Packet Pg. 49
Attachment: 12. 2022-23 Jun Treasurers Report with signature (Treasurer’s Report at June 30, 2023) Cash Flow Report
As of June 30, 2023
City of San Jacinto
Account #10167
Payment Date Transaction Type CUSIP Quantity Security Description Principal Amount Income Total Amount 09/15/2023 Paydown 47789KAC7 421.00 John Deere Owner Trust 2020-A A3
1.1% Due 8/15/2024
29.70 0.33 30.03
09/15/2023 Paydown 89236XAC0 9,006.35 Toyota Auto Receivables 2020-D A3
0.35% Due 1/15/2025
487.01 2.34 489.35
09/15/2023 Paydown 89237VAB5 6,634.48 Toyota Auto Receivables Trust 2020-C A3
0.44% Due 10/15/2024
413.82 2.13 415.95
09/15/2023 Paydown 58769KAD6 36,963.09 Mercedes-Benz Auto Lease Trust 2021-B A3
0.4% Due 11/15/2024
5,279.96 8.80 5,288.76
09/15/2023 Paydown 47787NAC3 2,308.91 John Deere Owner Trust 2020-B A3
0.51% Due 11/15/2024
329.72 0.70 330.42
09/15/2023 Paydown 47788UAC6 22,604.35 John Deere Owner Trust 2021-A A3
0.36% Due 9/15/2025
1,410.24 5.94 1,416.18
09/15/2023 Paydown 47789QAC4 38,942.00 John Deere Owner Trust 2021-B A3
0.52% Due 3/16/2026
1,853.02 15.27 1,868.29
09/15/2023 Paydown 89240BAC2 30,265.78 Toyota Auto Receivables Owners 2021-A A3
0.26% Due 5/15/2025
3,360.68 5.10 3,365.78
09/17/2023 Interest 931142ER0 30,000.00 Wal-Mart Stores Callable Note Cont 08/17/2026
1.05% Due 9/17/2026
0.00 157.50 157.50
09/18/2023 Interest 808513BN4 40,000.00 Charles Schwab Corp Callable Note Cont 2/18/2024
0.75% Due 3/18/2024
0.00 150.00 150.00
09/18/2023 Paydown 43813KAC6 20,802.55 Honda Auto Receivables Trust 2020-3 A3
0.37% Due 10/18/2024
4,160.51 3.85 4,164.36
09/21/2023 Paydown 43815GAC3 35,000.00 Honda Auto Receivables Trust 2021-4 A3
0.88% Due 1/21/2026
1,746.93 23.11 1,770.04
09/21/2023 Paydown 43813GAC5 12,129.62 Honda Auto Receivables Trust 2021-1 A3
0.27% Due 4/21/2025
1,347.09 2.12 1,349.21
09/23/2023 Interest 3137EAEX3 230,000.00 FHLMC Note
0.375% Due 9/23/2025
0.00 431.25 431.25
09/25/2023 Paydown 05601XAC3 28,598.10 BMW Vehicle Lease Trust 2022-1 A3
1.1% Due 3/25/2025
3,149.69 20.48 3,170.17
09/25/2023 Paydown 09690AAC7 15,709.77 BMW Vehicle Lease Trust 2021-2 A3
0.33% Due 12/26/2024
2,617.98 2.88 2,620.86
09/30/2023 Interest 91282CGT2 210,000.00 US Treasury Note
3.625% Due 3/31/2028
0.00 3,806.25 3,806.25
Chandler Asset Management - CONFIDENTIAL Page 31 Execution Time: 7/4/2023 11:28:46 AM
3.A.3.a
Packet Pg. 50
Attachment: 12. 2022-23 Jun Treasurers Report with signature (Treasurer’s Report at June 30, 2023) Cash Flow Report
As of June 30, 2023
City of San Jacinto
Account #10167
Payment Date Transaction Type CUSIP Quantity Security Description Principal Amount Income Total Amount 09/30/2023 Interest 9128285C0 200,000.00 US Treasury Note 3% Due 9/30/2025
0.00 3,000.00 3,000.00
09/30/2023 Interest 91282CFM8 350,000.00 US Treasury Note
4.125% Due 9/30/2027
0.00 7,218.75 7,218.75
09/30/2023 Interest 91282CBT7 250,000.00 US Treasury Note
0.75% Due 3/31/2026
0.00 937.50 937.50
09/30/2023 Interest 91282CEF4 225,000.00 US Treasury Note
2.5% Due 3/31/2027
0.00 2,812.50 2,812.50
SEP 2023 107,928.59 38,117.95 146,046.54
10/13/2023 Interest 023135CF1 60,000.00 Amazon.com Inc Callable Note Cont 3/13/2027
3.3% Due 4/13/2027
0.00 990.00 990.00
10/15/2023 Paydown 47787JAC2 45,000.00 John Deere Owner Trust 2022-A A3
2.32% Due 9/16/2026
1,847.48 87.00 1,934.48
10/15/2023 Paydown 47787NAC3 2,308.91 John Deere Owner Trust 2020-B A3
0.51% Due 11/15/2024
329.85 0.56 330.41
10/15/2023 Paydown 47789KAC7 421.00 John Deere Owner Trust 2020-A A3
1.1% Due 8/15/2024
29.79 0.30 30.09
10/15/2023 Paydown 47789QAC4 38,942.00 John Deere Owner Trust 2021-B A3
0.52% Due 3/16/2026
1,853.19 14.47 1,867.66
10/15/2023 Paydown 89237VAB5 6,634.48 Toyota Auto Receivables Trust 2020-C A3
0.44% Due 10/15/2024
413.97 1.98 415.95
10/15/2023 Paydown 89240BAC2 30,265.78 Toyota Auto Receivables Owners 2021-A A3
0.26% Due 5/15/2025
3,361.77 4.37 3,366.14
10/15/2023 Paydown 43815BAC4 60,000.00 Honda Auto Receivables Trust 2022-1 A3
1.88% Due 5/15/2026
2,876.99 94.00 2,970.99
10/15/2023 Paydown 47800AAC4 45,000.00 John Deere Owner Trust 2022-B A3
3.74% Due 2/16/2027
0.00 140.25 140.25
10/15/2023 Paydown 58769KAD6 36,963.09 Mercedes-Benz Auto Lease Trust 2021-B A3
0.4% Due 11/15/2024
5,280.44 7.04 5,287.48
10/15/2023 Paydown 89238JAC9 35,000.00 Toyota Auto Receivables Trust 2021-D A3
0.71% Due 4/15/2026
1,743.27 17.62 1,760.89
10/15/2023 Paydown 89236XAC0 9,006.35 Toyota Auto Receivables 2020-D A3
0.35% Due 1/15/2025
485.25 2.20 487.45
Chandler Asset Management - CONFIDENTIAL Page 32 Execution Time: 7/4/2023 11:28:46 AM
3.A.3.a
Packet Pg. 51
Attachment: 12. 2022-23 Jun Treasurers Report with signature (Treasurer’s Report at June 30, 2023) Cash Flow Report
As of June 30, 2023
City of San Jacinto
Account #10167
Payment Date Transaction Type CUSIP Quantity Security Description Principal Amount Income Total Amount 10/15/2023 Paydown 47788UAC6 22,604.35 John Deere Owner Trust 2021-A A3
0.36% Due 9/15/2025
1,410.71 5.51 1,416.22
10/18/2023 Paydown 43813KAC6 20,802.55 Honda Auto Receivables Trust 2020-3 A3
0.37% Due 10/18/2024
4,161.79 2.57 4,164.36
10/20/2023 Interest 4581X0DV7 230,000.00 Inter-American Dev Bank Note
0.875% Due 4/20/2026
0.00 1,006.25 1,006.25
10/21/2023 Paydown 43815GAC3 35,000.00 Honda Auto Receivables Trust 2021-4 A3
0.88% Due 1/21/2026
1,747.35 21.82 1,769.17
10/21/2023 Paydown 43813GAC5 12,129.62 Honda Auto Receivables Trust 2021-1 A3
0.27% Due 4/21/2025
1,347.41 1.82 1,349.23
10/22/2023 Interest 3135G03U5 310,000.00 FNMA Note
0.625% Due 4/22/2025
0.00 968.75 968.75
10/25/2023 Paydown 05601XAC3 28,598.10 BMW Vehicle Lease Trust 2022-1 A3
1.1% Due 3/25/2025
3,163.50 17.59 3,181.09
10/25/2023 Paydown 09690AAC7 15,709.77 BMW Vehicle Lease Trust 2021-2 A3
0.33% Due 12/26/2024
2,618.61 2.16 2,620.77
OCT 2023 32,671.37 3,386.26 36,057.63
11/01/2023 Interest 74456QBU9 150,000.00 Public Service El & Gas Callable Note Cont 02/01/28
3.7% Due 5/1/2028
0.00 2,775.00 2,775.00
11/07/2023 Interest 3135G06G3 250,000.00 FNMA Note
0.5% Due 11/7/2025
0.00 625.00 625.00
11/10/2023 Interest 665859AW4 130,000.00 Northern Trust Company Callable Note Cont 4/10/2027
4% Due 5/10/2027
0.00 2,600.00 2,600.00
11/12/2023 Interest 023135BW5 90,000.00 Amazon.com Inc Note
0.45% Due 5/12/2024
0.00 202.50 202.50
11/13/2023 Interest 46625HJX9 145,000.00 JP Morgan Chase Note
3.625% Due 5/13/2024
0.00 2,628.13 2,628.13
11/15/2023 Interest 91324PEC2 30,000.00 United Health Group Inc Callable Note Cont 4/15/2026
1.15% Due 5/15/2026
0.00 172.50 172.50
11/15/2023 Interest 91324PEG3 50,000.00 United Health Group Inc Callable Note Cont 4/15/2027
3.7% Due 5/15/2027
0.00 925.00 925.00
Chandler Asset Management - CONFIDENTIAL Page 33 Execution Time: 7/4/2023 11:28:46 AM
3.A.3.a
Packet Pg. 52
Attachment: 12. 2022-23 Jun Treasurers Report with signature (Treasurer’s Report at June 30, 2023) Cash Flow Report
As of June 30, 2023
City of San Jacinto
Account #10167
Payment Date Transaction Type CUSIP Quantity Security Description Principal Amount Income Total Amount 11/15/2023 Interest 341081GN1 150,000.00 Florida Power and Light Callable Note Cont 3/15/2028
4.4% Due 5/15/2028
0.00 3,245.00 3,245.00
11/15/2023 Paydown 47787JAC2 45,000.00 John Deere Owner Trust 2022-A A3
2.32% Due 9/16/2026
1,849.85 83.43 1,933.28
11/15/2023 Paydown 47789KAC7 421.00 John Deere Owner Trust 2020-A A3
1.1% Due 8/15/2024
29.86 0.28 30.14
11/15/2023 Paydown 58769KAD6 36,963.09 Mercedes-Benz Auto Lease Trust 2021-B A3
0.4% Due 11/15/2024
5,280.93 5.28 5,286.21
11/15/2023 Paydown 89236XAC0 9,006.35 Toyota Auto Receivables 2020-D A3
0.35% Due 1/15/2025
483.47 2.06 485.53
11/15/2023 Paydown 89237VAB5 6,634.48 Toyota Auto Receivables Trust 2020-C A3
0.44% Due 10/15/2024
414.12 1.83 415.95
11/15/2023 Paydown 43815BAC4 60,000.00 Honda Auto Receivables Trust 2022-1 A3
1.88% Due 5/15/2026
2,889.60 89.49 2,979.09
11/15/2023 Paydown 47800AAC4 45,000.00 John Deere Owner Trust 2022-B A3
3.74% Due 2/16/2027
0.00 140.25 140.25
11/15/2023 Paydown 89238JAC9 35,000.00 Toyota Auto Receivables Trust 2021-D A3
0.71% Due 4/15/2026
1,744.30 16.59 1,760.89
11/15/2023 Paydown 47787NAC3 2,308.91 John Deere Owner Trust 2020-B A3
0.51% Due 11/15/2024
329.97 0.42 330.39
11/15/2023 Paydown 47788UAC6 22,604.35 John Deere Owner Trust 2021-A A3
0.36% Due 9/15/2025
1,411.16 5.09 1,416.25
11/15/2023 Paydown 47789QAC4 38,942.00 John Deere Owner Trust 2021-B A3
0.52% Due 3/16/2026
1,853.36 13.66 1,867.02
11/15/2023 Paydown 89240BAC2 30,265.78 Toyota Auto Receivables Owners 2021-A A3
0.26% Due 5/15/2025
3,362.86 3.65 3,366.51
11/17/2023 Interest 58933YBH7 30,000.00 Merck & Co Callable Note Cont 4/17/2028
4.05% Due 5/17/2028
0.00 607.50 607.50
11/18/2023 Paydown 43813KAC6 20,802.55 Honda Auto Receivables Trust 2020-3 A3
0.37% Due 10/18/2024
4,163.08 1.28 4,164.36
11/21/2023 Paydown 43813GAC5 12,129.62 Honda Auto Receivables Trust 2021-1 A3
0.27% Due 4/21/2025
1,347.73 1.52 1,349.25
Chandler Asset Management - CONFIDENTIAL Page 34 Execution Time: 7/4/2023 11:28:46 AM
3.A.3.a
Packet Pg. 53
Attachment: 12. 2022-23 Jun Treasurers Report with signature (Treasurer’s Report at June 30, 2023) Cash Flow Report
As of June 30, 2023
City of San Jacinto
Account #10167
Payment Date Transaction Type CUSIP Quantity Security Description Principal Amount Income Total Amount 11/21/2023 Paydown 43815GAC3 35,000.00 Honda Auto Receivables Trust 2021-4 A3
0.88% Due 1/21/2026
1,747.76 20.54 1,768.30
11/25/2023 Paydown 05601XAC3 28,598.10 BMW Vehicle Lease Trust 2022-1 A3
1.1% Due 3/25/2025
3,177.37 14.69 3,192.06
11/25/2023 Paydown 09690AAC7 15,709.77 BMW Vehicle Lease Trust 2021-2 A3
0.33% Due 12/26/2024
2,619.24 1.44 2,620.68
11/30/2023 Interest 912828ZT0 230,000.00 US Treasury Note
0.25% Due 5/31/2025
0.00 287.50 287.50
11/30/2023 Interest 91282CET4 215,000.00 US Treasury Note
2.625% Due 5/31/2027
0.00 2,821.88 2,821.88
11/30/2023 Interest 912828YV6 230,000.00 US Treasury Note
1.5% Due 11/30/2024
0.00 1,725.00 1,725.00
11/30/2023 Interest 91282CAZ4 240,000.00 US Treasury Note
0.375% Due 11/30/2025
0.00 450.00 450.00
11/30/2023 Interest 91282CFZ9 275,000.00 US Treasury Note
3.875% Due 11/30/2027
0.00 5,328.13 5,328.13
NOV 2023 32,704.66 24,794.64 57,499.30
12/09/2023 Interest 3130AWC24 200,000.00 FHLB Note
4% Due 6/9/2028
0.00 4,177.78 4,177.78
12/10/2023 Interest 78015K7H1 200,000.00 Royal Bank of Canada Note
1.15% Due 6/10/2025
0.00 1,150.00 1,150.00
12/13/2023 Interest 3130A3GE8 250,000.00 FHLB Note
2.75% Due 12/13/2024
0.00 3,437.50 3,437.50
12/13/2023 Interest 3130AJKW8 225,000.00 FHLB Note
0.5% Due 6/13/2025
0.00 562.50 562.50
12/14/2023 Interest 3130A1XJ2 210,000.00 FHLB Note
2.875% Due 6/14/2024
0.00 3,018.76 3,018.76
12/15/2023 Interest 74340XCG4 35,000.00 Prologis LP Callable Note Cont 5/15/2028
4.875% Due 6/15/2028
0.00 791.51 791.51
12/15/2023 Interest 91282CDN8 185,000.00 US Treasury Note 1% Due 12/15/2024
0.00 925.00 925.00
12/15/2023 Paydown 43815BAC4 60,000.00 Honda Auto Receivables Trust 2022-1 A3
1.88% Due 5/15/2026
2,902.26 84.97 2,987.23
Chandler Asset Management - CONFIDENTIAL Page 35 Execution Time: 7/4/2023 11:28:46 AM
3.A.3.a
Packet Pg. 54
Attachment: 12. 2022-23 Jun Treasurers Report with signature (Treasurer’s Report at June 30, 2023) Cash Flow Report
As of June 30, 2023
City of San Jacinto
Account #10167
Payment Date Transaction Type CUSIP Quantity Security Description Principal Amount Income Total Amount 12/15/2023 Paydown 47787NAC3 2,308.91 John Deere Owner Trust 2020-B A3
0.51% Due 11/15/2024
330.10 0.28 330.38
12/15/2023 Paydown 47789KAC7 421.00 John Deere Owner Trust 2020-A A3
1.1% Due 8/15/2024
29.95 0.25 30.20
12/15/2023 Paydown 47789QAC4 38,942.00 John Deere Owner Trust 2021-B A3
0.52% Due 3/16/2026
1,853.53 12.86 1,866.39
12/15/2023 Paydown 89237VAB5 6,634.48 Toyota Auto Receivables Trust 2020-C A3
0.44% Due 10/15/2024
414.28 1.67 415.95
12/15/2023 Paydown 89240BAC2 30,265.78 Toyota Auto Receivables Owners 2021-A A3
0.26% Due 5/15/2025
3,363.95 2.92 3,366.87
12/15/2023 Paydown 47800AAC4 45,000.00 John Deere Owner Trust 2022-B A3
3.74% Due 2/16/2027
0.00 140.25 140.25
12/15/2023 Paydown 89238JAC9 35,000.00 Toyota Auto Receivables Trust 2021-D A3
0.71% Due 4/15/2026
1,745.34 15.55 1,760.89
12/15/2023 Paydown 89236XAC0 9,006.35 Toyota Auto Receivables 2020-D A3
0.35% Due 1/15/2025
481.67 1.92 483.59
12/15/2023 Paydown 47787JAC2 45,000.00 John Deere Owner Trust 2022-A A3
2.32% Due 9/16/2026
1,852.22 79.85 1,932.07
12/15/2023 Paydown 58769KAD6 36,963.09 Mercedes-Benz Auto Lease Trust 2021-B A3
0.4% Due 11/15/2024
5,281.41 3.52 5,284.93
12/15/2023 Paydown 47788UAC6 22,604.35 John Deere Owner Trust 2021-A A3
0.36% Due 9/15/2025
1,411.62 4.67 1,416.29
12/18/2023 Interest 89236TJK2 120,000.00 Toyota Motor Credit Corp Note
1.125% Due 6/18/2026
0.00 675.00 675.00
12/21/2023 Paydown 43813GAC5 12,129.62 Honda Auto Receivables Trust 2021-1 A3
0.27% Due 4/21/2025
1,348.06 1.21 1,349.27
12/21/2023 Paydown 43815GAC3 35,000.00 Honda Auto Receivables Trust 2021-4 A3
0.88% Due 1/21/2026
1,748.16 19.26 1,767.42
12/25/2023 Paydown 05601XAC3 28,598.10 BMW Vehicle Lease Trust 2022-1 A3
1.1% Due 3/25/2025
3,191.29 11.78 3,203.07
12/25/2023 Paydown 09690AAC7 15,709.77 BMW Vehicle Lease Trust 2021-2 A3
0.33% Due 12/26/2024
2,619.88 0.72 2,620.60
12/31/2023 Interest 91282CBC4 250,000.00 US Treasury Note
0.375% Due 12/31/2025
0.00 468.75 468.75
Chandler Asset Management - CONFIDENTIAL Page 36 Execution Time: 7/4/2023 11:28:46 AM
3.A.3.a
Packet Pg. 55
Attachment: 12. 2022-23 Jun Treasurers Report with signature (Treasurer’s Report at June 30, 2023) Cash Flow Report
As of June 30, 2023
City of San Jacinto
Account #10167
Payment Date Transaction Type CUSIP Quantity Security Description Principal Amount Income Total Amount DEC 2023 28,573.72 15,588.48 44,162.20
01/07/2024 Interest 3135G0X24 225,000.00 FNMA Note
1.625% Due 1/7/2025
0.00 1,828.13 1,828.13
01/10/2024 Maturity 24422EUR8 150,000.00 John Deere Capital Corp Note
3.45% Due 1/10/2024
150,000.00 2,587.50 152,587.50
01/15/2024 Interest 87612EBM7 65,000.00 Target Corp Callable Note Cont 12/15/2026
1.95% Due 1/15/2027
0.00 633.75 633.75
01/15/2024 Paydown 89238JAC9 35,000.00 Toyota Auto Receivables Trust 2021-D A3
0.71% Due 4/15/2026
1,746.37 14.52 1,760.89
01/15/2024 Paydown 43815BAC4 60,000.00 Honda Auto Receivables Trust 2022-1 A3
1.88% Due 5/15/2026
2,914.98 80.42 2,995.40
01/15/2024 Paydown 47787NAC3 2,308.91 John Deere Owner Trust 2020-B A3
0.51% Due 11/15/2024
330.23 0.14 330.37
01/15/2024 Paydown 47788UAC6 22,604.35 John Deere Owner Trust 2021-A A3
0.36% Due 9/15/2025
1,412.08 4.24 1,416.32
01/15/2024 Paydown 47800AAC4 45,000.00 John Deere Owner Trust 2022-B A3
3.74% Due 2/16/2027
0.00 140.25 140.25
01/15/2024 Paydown 58769KAD6 36,963.09 Mercedes-Benz Auto Lease Trust 2021-B A3
0.4% Due 11/15/2024
5,281.89 1.76 5,283.65
01/15/2024 Paydown 89236XAC0 9,006.35 Toyota Auto Receivables 2020-D A3
0.35% Due 1/15/2025
479.86 1.78 481.64
01/15/2024 Paydown 47787JAC2 45,000.00 John Deere Owner Trust 2022-A A3
2.32% Due 9/16/2026
1,854.60 76.27 1,930.87
01/15/2024 Paydown 47789KAC7 421.00 John Deere Owner Trust 2020-A A3
1.1% Due 8/15/2024
30.03 0.22 30.25
01/15/2024 Paydown 47789QAC4 38,942.00 John Deere Owner Trust 2021-B A3
0.52% Due 3/16/2026
1,853.70 12.06 1,865.76
01/15/2024 Paydown 89237VAB5 6,634.48 Toyota Auto Receivables Trust 2020-C A3
0.44% Due 10/15/2024
414.43 1.52 415.95
01/15/2024 Paydown 89240BAC2 30,265.78 Toyota Auto Receivables Owners 2021-A A3
0.26% Due 5/15/2025
3,365.05 2.19 3,367.24
01/17/2024 Interest 61747YET8 60,000.00 Morgan Stanley Callable Note Cont 7/17/2025
4.679% Due 7/17/2026
0.00 1,403.70 1,403.70
Chandler Asset Management - CONFIDENTIAL Page 37 Execution Time: 7/4/2023 11:28:46 AM
3.A.3.a
Packet Pg. 56
Attachment: 12. 2022-23 Jun Treasurers Report with signature (Treasurer’s Report at June 30, 2023) Cash Flow Report
As of June 30, 2023
City of San Jacinto
Account #10167
Payment Date Transaction Type CUSIP Quantity Security Description Principal Amount Income Total Amount 01/21/2024 Interest 3137EAEU9 145,000.00 FHLMC Note
0.375% Due 7/21/2025
0.00 271.88 271.88
01/21/2024 Paydown 43813GAC5 12,129.62 Honda Auto Receivables Trust 2021-1 A3
0.27% Due 4/21/2025
1,348.39 0.91 1,349.30
01/21/2024 Paydown 43815GAC3 35,000.00 Honda Auto Receivables Trust 2021-4 A3
0.88% Due 1/21/2026
1,748.57 17.98 1,766.55
01/25/2024 Paydown 05601XAC3 28,598.10 BMW Vehicle Lease Trust 2022-1 A3
1.1% Due 3/25/2025
3,205.28 8.85 3,214.13
01/31/2024 Interest 91282CCP4 300,000.00 US Treasury Note
0.625% Due 7/31/2026
0.00 937.50 937.50
01/31/2024 Interest 912828Y87 220,000.00 US Treasury Note
1.75% Due 7/31/2024
0.00 1,925.00 1,925.00
JAN 2024 175,985.46 9,950.57 185,936.03
02/05/2024 Maturity 3135G0V34 375,000.00 FNMA Note
2.5% Due 2/5/2024
375,000.00 4,687.50 379,687.50
02/06/2024 Interest 857477BR3 35,000.00 State Street Bank Callable Note Cont 2/6/2025
1.746% Due 2/6/2026
0.00 305.55 305.55
02/09/2024 Interest 037833CJ7 210,000.00 Apple Inc Callable Note Cont 11/9/2026
3.35% Due 2/9/2027
0.00 3,517.50 3,517.50
02/12/2024 Interest 3137EAEP0 245,000.00 FHLMC Note
1.5% Due 2/12/2025
0.00 1,837.50 1,837.50
02/15/2024 Interest 9128282A7 150,000.00 US Treasury Note
1.5% Due 8/15/2026
0.00 1,125.00 1,125.00
02/15/2024 Interest 912828V98 130,000.00 US Treasury Note
2.25% Due 2/15/2027
0.00 1,462.50 1,462.50
02/15/2024 Interest 438516CJ3 135,000.00 Honeywell Intl Callable Note Cont 01/15/2028
4.95% Due 2/15/2028
0.00 3,341.25 3,341.25
02/15/2024 Paydown 89237VAB5 6,634.48 Toyota Auto Receivables Trust 2020-C A3
0.44% Due 10/15/2024
414.58 1.37 415.95
02/15/2024 Paydown 89236XAC0 9,006.35 Toyota Auto Receivables 2020-D A3
0.35% Due 1/15/2025
478.02 1.64 479.66
02/15/2024 Paydown 43815BAC4 60,000.00 Honda Auto Receivables Trust 2022-1 A3
1.88% Due 5/15/2026
2,927.76 75.85 3,003.61
Chandler Asset Management - CONFIDENTIAL Page 38 Execution Time: 7/4/2023 11:28:46 AM
3.A.3.a
Packet Pg. 57
Attachment: 12. 2022-23 Jun Treasurers Report with signature (Treasurer’s Report at June 30, 2023) Cash Flow Report
As of June 30, 2023
City of San Jacinto
Account #10167
Payment Date Transaction Type CUSIP Quantity Security Description Principal Amount Income Total Amount 02/15/2024 Paydown 47789KAC7 421.00 John Deere Owner Trust 2020-A A3
1.1% Due 8/15/2024
30.12 0.19 30.31
02/15/2024 Paydown 47789QAC4 38,942.00 John Deere Owner Trust 2021-B A3
0.52% Due 3/16/2026
1,853.87 11.25 1,865.12
02/15/2024 Paydown 89240BAC2 30,265.78 Toyota Auto Receivables Owners 2021-A A3
0.26% Due 5/15/2025
3,366.14 1.46 3,367.60
02/15/2024 Paydown 47787JAC2 45,000.00 John Deere Owner Trust 2022-A A3
2.32% Due 9/16/2026
1,856.97 72.69 1,929.66
02/15/2024 Paydown 47788UAC6 22,604.35 John Deere Owner Trust 2021-A A3
0.36% Due 9/15/2025
1,412.54 3.82 1,416.36
02/15/2024 Paydown 47800AAC4 45,000.00 John Deere Owner Trust 2022-B A3
3.74% Due 2/16/2027
0.00 140.25 140.25
02/15/2024 Paydown 89238JAC9 35,000.00 Toyota Auto Receivables Trust 2021-D A3
0.71% Due 4/15/2026
1,747.40 13.49 1,760.89
02/21/2024 Paydown 43813GAC5 12,129.62 Honda Auto Receivables Trust 2021-1 A3
0.27% Due 4/21/2025
1,348.71 0.61 1,349.32
02/21/2024 Paydown 43815GAC3 35,000.00 Honda Auto Receivables Trust 2021-4 A3
0.88% Due 1/21/2026
1,748.97 16.70 1,765.67
02/25/2024 Interest 3135G05X7 230,000.00 FNMA Note
0.375% Due 8/25/2025
0.00 431.25 431.25
02/25/2024 Paydown 05601XAC3 28,598.10 BMW Vehicle Lease Trust 2022-1 A3
1.1% Due 3/25/2025
3,219.32 5.92 3,225.24
02/29/2024 Interest 9128282U3 230,000.00 US Treasury Note
1.875% Due 8/31/2024
0.00 2,156.25 2,156.25
02/29/2024 Interest 9128284Z0 155,000.00 US Treasury Note
2.75% Due 8/31/2025
0.00 2,131.25 2,131.25
02/29/2024 Interest 91282CBQ3 250,000.00 US Treasury Note
0.5% Due 2/28/2026
0.00 625.00 625.00
02/29/2024 Interest 912828ZC7 400,000.00 US Treasury Note
1.125% Due 2/28/2025
0.00 2,250.00 2,250.00
FEB 2024 395,404.40 24,215.79 419,620.19
03/03/2024 Interest 808513BY0 45,000.00 Charles Schwab Corp Callable Note Cont 2/3/2027
2.45% Due 3/3/2027
0.00 551.25 551.25
Chandler Asset Management - CONFIDENTIAL Page 39 Execution Time: 7/4/2023 11:28:46 AM
3.A.3.a
Packet Pg. 58
Attachment: 12. 2022-23 Jun Treasurers Report with signature (Treasurer’s Report at June 30, 2023) Cash Flow Report
As of June 30, 2023
City of San Jacinto
Account #10167
Payment Date Transaction Type CUSIP Quantity Security Description Principal Amount Income Total Amount 03/09/2024 Interest 57636QAW4 70,000.00 MasterCard Inc Callable Note Cont 2/9/28
4.875% Due 3/9/2028
0.00 1,706.25 1,706.25
03/09/2024 Interest 931142EW9 30,000.00 Wal-Mart Stores Note
3.9% Due 9/9/2025
0.00 585.00 585.00
03/09/2024 Interest 931142EX7 140,000.00 Wal-Mart Stores Callable Note Cont 09/09/2027
3.95% Due 9/9/2027
0.00 2,765.00 2,765.00
03/10/2024 Interest 89114TZG0 200,000.00 Toronto-Dominion Bank Note
1.25% Due 9/10/2026
0.00 1,250.00 1,250.00
03/10/2024 Interest 3130ATS57 325,000.00 FHLB Note
4.5% Due 3/10/2028
0.00 7,312.50 7,312.50
03/13/2024 Interest 3130A2UW4 150,000.00 FHLB Note
2.875% Due 9/13/2024
0.00 2,156.25 2,156.25
03/15/2024 Interest 084664CZ2 130,000.00 Berkshire Hathaway Callable Note Cont 2/15/2027
2.3% Due 3/15/2027
0.00 1,495.00 1,495.00
03/15/2024 Paydown 47788UAC6 22,604.35 John Deere Owner Trust 2021-A A3
0.36% Due 9/15/2025
1,412.99 3.40 1,416.39
03/15/2024 Paydown 47800AAC4 45,000.00 John Deere Owner Trust 2022-B A3
3.74% Due 2/16/2027
1,832.29 140.25 1,972.54
03/15/2024 Paydown 89238JAC9 35,000.00 Toyota Auto Receivables Trust 2021-D A3
0.71% Due 4/15/2026
1,748.44 12.45 1,760.89
03/15/2024 Paydown 43815BAC4 60,000.00 Honda Auto Receivables Trust 2022-1 A3
1.88% Due 5/15/2026
2,940.59 71.27 3,011.86
03/15/2024 Paydown 89236XAC0 9,006.35 Toyota Auto Receivables 2020-D A3
0.35% Due 1/15/2025
476.17 1.50 477.67
03/15/2024 Paydown 89240BAC2 30,265.78 Toyota Auto Receivables Owners 2021-A A3
0.26% Due 5/15/2025
3,367.24 0.73 3,367.97
03/15/2024 Paydown 47787JAC2 45,000.00 John Deere Owner Trust 2022-A A3
2.32% Due 9/16/2026
1,859.36 69.10 1,928.46
03/15/2024 Paydown 47789KAC7 421.00 John Deere Owner Trust 2020-A A3
1.1% Due 8/15/2024
30.19 0.17 30.36
03/15/2024 Paydown 47789QAC4 38,942.00 John Deere Owner Trust 2021-B A3
0.52% Due 3/16/2026
1,854.04 10.45 1,864.49
03/15/2024 Paydown 89237VAB5 6,634.48 Toyota Auto Receivables Trust 2020-C A3
0.44% Due 10/15/2024
414.73 1.22 415.95
Chandler Asset Management - CONFIDENTIAL Page 40 Execution Time: 7/4/2023 11:28:46 AM
3.A.3.a
Packet Pg. 59
Attachment: 12. 2022-23 Jun Treasurers Report with signature (Treasurer’s Report at June 30, 2023) Cash Flow Report
As of June 30, 2023
City of San Jacinto
Account #10167
Payment Date Transaction Type CUSIP Quantity Security Description Principal Amount Income Total Amount 03/17/2024 Interest 931142ER0 30,000.00 Wal-Mart Stores Callable Note Cont 08/17/2026
1.05% Due 9/17/2026
0.00 157.50 157.50
03/18/2024 Maturity 808513BN4 40,000.00 Charles Schwab Corp Callable Note Cont 2/18/2024
0.75% Due 3/18/2024
40,000.00 150.00 40,150.00
03/21/2024 Paydown 43815GAC3 35,000.00 Honda Auto Receivables Trust 2021-4 A3
0.88% Due 1/21/2026
1,749.39 15.41 1,764.80
03/21/2024 Paydown 43813GAC5 12,129.62 Honda Auto Receivables Trust 2021-1 A3
0.27% Due 4/21/2025
1,349.04 0.30 1,349.34
03/23/2024 Interest 3137EAEX3 230,000.00 FHLMC Note
0.375% Due 9/23/2025
0.00 431.25 431.25
03/25/2024 Paydown 05601XAC3 28,598.10 BMW Vehicle Lease Trust 2022-1 A3
1.1% Due 3/25/2025
3,233.45 2.96 3,236.41
03/31/2024 Interest 91282CFM8 350,000.00 US Treasury Note
4.125% Due 9/30/2027
0.00 7,218.75 7,218.75
03/31/2024 Interest 91282CEF4 225,000.00 US Treasury Note
2.5% Due 3/31/2027
0.00 2,812.50 2,812.50
03/31/2024 Interest 9128285C0 200,000.00 US Treasury Note 3% Due 9/30/2025
0.00 3,000.00 3,000.00
03/31/2024 Interest 91282CBT7 250,000.00 US Treasury Note
0.75% Due 3/31/2026
0.00 937.50 937.50
03/31/2024 Interest 91282CGT2 210,000.00 US Treasury Note
3.625% Due 3/31/2028
0.00 3,806.25 3,806.25
MAR 2024 62,267.92 36,664.21 98,932.13
04/13/2024 Interest 023135CF1 60,000.00 Amazon.com Inc Callable Note Cont 3/13/2027
3.3% Due 4/13/2027
0.00 990.00 990.00
04/15/2024 Paydown 89236XAC0 9,006.35 Toyota Auto Receivables 2020-D A3
0.35% Due 1/15/2025
474.30 1.36 475.66
04/15/2024 Paydown 43815BAC4 60,000.00 Honda Auto Receivables Trust 2022-1 A3
1.88% Due 5/15/2026
2,953.48 66.66 3,020.14
04/15/2024 Paydown 47788UAC6 22,604.35 John Deere Owner Trust 2021-A A3
0.36% Due 9/15/2025
1,413.46 2.97 1,416.43
04/15/2024 Paydown 47800AAC4 45,000.00 John Deere Owner Trust 2022-B A3
3.74% Due 2/16/2027
1,835.95 134.54 1,970.49
Chandler Asset Management - CONFIDENTIAL Page 41 Execution Time: 7/4/2023 11:28:46 AM
3.A.3.a
Packet Pg. 60
Attachment: 12. 2022-23 Jun Treasurers Report with signature (Treasurer’s Report at June 30, 2023) Cash Flow Report
As of June 30, 2023
City of San Jacinto
Account #10167
Payment Date Transaction Type CUSIP Quantity Security Description Principal Amount Income Total Amount 04/15/2024 Paydown 89238JAC9 35,000.00 Toyota Auto Receivables Trust 2021-D A3
0.71% Due 4/15/2026
1,749.47 11.42 1,760.89
04/15/2024 Paydown 47787JAC2 45,000.00 John Deere Owner Trust 2022-A A3
2.32% Due 9/16/2026
1,861.75 65.50 1,927.25
04/15/2024 Paydown 47789KAC7 421.00 John Deere Owner Trust 2020-A A3
1.1% Due 8/15/2024
30.28 0.14 30.42
04/15/2024 Paydown 47789QAC4 38,942.00 John Deere Owner Trust 2021-B A3
0.52% Due 3/16/2026
1,854.21 9.65 1,863.86
04/15/2024 Paydown 89237VAB5 6,634.48 Toyota Auto Receivables Trust 2020-C A3
0.44% Due 10/15/2024
414.88 1.07 415.95
04/20/2024 Interest 4581X0DV7 230,000.00 Inter-American Dev Bank Note
0.875% Due 4/20/2026
0.00 1,006.25 1,006.25
04/21/2024 Paydown 43815GAC3 35,000.00 Honda Auto Receivables Trust 2021-4 A3
0.88% Due 1/21/2026
1,749.80 14.13 1,763.93
04/22/2024 Interest 3135G03U5 310,000.00 FNMA Note
0.625% Due 4/22/2025
0.00 968.75 968.75
APR 2024 14,337.58 3,272.44 17,610.02
05/01/2024 Interest 74456QBU9 150,000.00 Public Service El & Gas Callable Note Cont 02/01/28
3.7% Due 5/1/2028
0.00 2,775.00 2,775.00
05/07/2024 Interest 3135G06G3 250,000.00 FNMA Note
0.5% Due 11/7/2025
0.00 625.00 625.00
05/10/2024 Interest 665859AW4 130,000.00 Northern Trust Company Callable Note Cont 4/10/2027
4% Due 5/10/2027
0.00 2,600.00 2,600.00
05/12/2024 Maturity 023135BW5 90,000.00 Amazon.com Inc Note
0.45% Due 5/12/2024
90,000.00 202.50 90,202.50
05/13/2024 Maturity 46625HJX9 145,000.00 JP Morgan Chase Note
3.625% Due 5/13/2024
145,000.00 2,628.13 147,628.13
05/15/2024 Interest 91324PEC2 30,000.00 United Health Group Inc Callable Note Cont 4/15/2026
1.15% Due 5/15/2026
0.00 172.50 172.50
05/15/2024 Interest 341081GN1 150,000.00 Florida Power and Light Callable Note Cont 3/15/2028
4.4% Due 5/15/2028
0.00 3,300.00 3,300.00
Chandler Asset Management - CONFIDENTIAL Page 42 Execution Time: 7/4/2023 11:28:46 AM
3.A.3.a
Packet Pg. 61
Attachment: 12. 2022-23 Jun Treasurers Report with signature (Treasurer’s Report at June 30, 2023) Cash Flow Report
As of June 30, 2023
City of San Jacinto
Account #10167
Payment Date Transaction Type CUSIP Quantity Security Description Principal Amount Income Total Amount 05/15/2024 Interest 91324PEG3 50,000.00 United Health Group Inc Callable Note Cont 4/15/2027
3.7% Due 5/15/2027
0.00 925.00 925.00
05/15/2024 Paydown 47787JAC2 45,000.00 John Deere Owner Trust 2022-A A3
2.32% Due 9/16/2026
1,864.14 61.90 1,926.04
05/15/2024 Paydown 47789KAC7 421.00 John Deere Owner Trust 2020-A A3
1.1% Due 8/15/2024
30.36 0.11 30.47
05/15/2024 Paydown 47789QAC4 38,942.00 John Deere Owner Trust 2021-B A3
0.52% Due 3/16/2026
1,854.38 8.84 1,863.22
05/15/2024 Paydown 89237VAB5 6,634.48 Toyota Auto Receivables Trust 2020-C A3
0.44% Due 10/15/2024
415.04 0.91 415.95
05/15/2024 Paydown 89236XAC0 9,006.35 Toyota Auto Receivables 2020-D A3
0.35% Due 1/15/2025
472.41 1.22 473.63
05/15/2024 Paydown 43815BAC4 60,000.00 Honda Auto Receivables Trust 2022-1 A3
1.88% Due 5/15/2026
2,966.43 62.03 3,028.46
05/15/2024 Paydown 47788UAC6 22,604.35 John Deere Owner Trust 2021-A A3
0.36% Due 9/15/2025
1,413.92 2.55 1,416.47
05/15/2024 Paydown 47800AAC4 45,000.00 John Deere Owner Trust 2022-B A3
3.74% Due 2/16/2027
1,839.61 128.82 1,968.43
05/15/2024 Paydown 89238JAC9 35,000.00 Toyota Auto Receivables Trust 2021-D A3
0.71% Due 4/15/2026
1,750.51 10.38 1,760.89
05/17/2024 Interest 58933YBH7 30,000.00 Merck & Co Callable Note Cont 4/17/2028
4.05% Due 5/17/2028
0.00 607.50 607.50
05/21/2024 Paydown 43815GAC3 35,000.00 Honda Auto Receivables Trust 2021-4 A3
0.88% Due 1/21/2026
1,750.20 12.85 1,763.05
05/31/2024 Interest 91282CFZ9 275,000.00 US Treasury Note
3.875% Due 11/30/2027
0.00 5,328.13 5,328.13
05/31/2024 Interest 91282CAZ4 240,000.00 US Treasury Note
0.375% Due 11/30/2025
0.00 450.00 450.00
05/31/2024 Interest 912828YV6 230,000.00 US Treasury Note
1.5% Due 11/30/2024
0.00 1,725.00 1,725.00
05/31/2024 Interest 912828ZT0 230,000.00 US Treasury Note
0.25% Due 5/31/2025
0.00 287.50 287.50
Chandler Asset Management - CONFIDENTIAL Page 43 Execution Time: 7/4/2023 11:28:46 AM
3.A.3.a
Packet Pg. 62
Attachment: 12. 2022-23 Jun Treasurers Report with signature (Treasurer’s Report at June 30, 2023) Cash Flow Report
As of June 30, 2023
City of San Jacinto
Account #10167
Payment Date Transaction Type CUSIP Quantity Security Description Principal Amount Income Total Amount 05/31/2024 Interest 91282CET4 215,000.00 US Treasury Note
2.625% Due 5/31/2027
0.00 2,821.88 2,821.88
MAY 2024 249,357.00 24,737.75 274,094.75
06/09/2024 Interest 3130AWC24 200,000.00 FHLB Note
4% Due 6/9/2028
0.00 4,000.00 4,000.00
06/10/2024 Interest 78015K7H1 200,000.00 Royal Bank of Canada Note
1.15% Due 6/10/2025
0.00 1,150.00 1,150.00
06/13/2024 Interest 3130A3GE8 250,000.00 FHLB Note
2.75% Due 12/13/2024
0.00 3,437.50 3,437.50
06/13/2024 Interest 3130AJKW8 225,000.00 FHLB Note
0.5% Due 6/13/2025
0.00 562.50 562.50
06/14/2024 Maturity 3130A1XJ2 210,000.00 FHLB Note
2.875% Due 6/14/2024
210,000.00 3,018.76 213,018.76
06/15/2024 Interest 74340XCG4 35,000.00 Prologis LP Callable Note Cont 5/15/2028
4.875% Due 6/15/2028
0.00 853.13 853.13
06/15/2024 Interest 91282CDN8 185,000.00 US Treasury Note 1% Due 12/15/2024
0.00 925.00 925.00
06/15/2024 Paydown 89238JAC9 35,000.00 Toyota Auto Receivables Trust 2021-D A3
0.71% Due 4/15/2026
1,751.54 9.35 1,760.89
06/15/2024 Paydown 47787JAC2 45,000.00 John Deere Owner Trust 2022-A A3
2.32% Due 9/16/2026
1,866.53 58.30 1,924.83
06/15/2024 Paydown 47788UAC6 22,604.35 John Deere Owner Trust 2021-A A3
0.36% Due 9/15/2025
1,414.38 2.12 1,416.50
06/15/2024 Paydown 47800AAC4 45,000.00 John Deere Owner Trust 2022-B A3
3.74% Due 2/16/2027
1,843.29 123.08 1,966.37
06/15/2024 Paydown 43815BAC4 60,000.00 Honda Auto Receivables Trust 2022-1 A3
1.88% Due 5/15/2026
2,979.44 57.38 3,036.82
06/15/2024 Paydown 47789KAC7 421.00 John Deere Owner Trust 2020-A A3
1.1% Due 8/15/2024
30.45 0.08 30.53
06/15/2024 Paydown 47789QAC4 38,942.00 John Deere Owner Trust 2021-B A3
0.52% Due 3/16/2026
1,854.55 8.04 1,862.59
06/15/2024 Paydown 89237VAB5 6,634.48 Toyota Auto Receivables Trust 2020-C A3
0.44% Due 10/15/2024
415.19 0.76 415.95
Chandler Asset Management - CONFIDENTIAL Page 44 Execution Time: 7/4/2023 11:28:46 AM
3.A.3.a
Packet Pg. 63
Attachment: 12. 2022-23 Jun Treasurers Report with signature (Treasurer’s Report at June 30, 2023) Cash Flow Report
As of June 30, 2023
City of San Jacinto
Account #10167
Payment Date Transaction Type CUSIP Quantity Security Description Principal Amount Income Total Amount 06/15/2024 Paydown 89236XAC0 9,006.35 Toyota Auto Receivables 2020-D A3
0.35% Due 1/15/2025
470.50 1.08 471.58
06/18/2024 Interest 89236TJK2 120,000.00 Toyota Motor Credit Corp Note
1.125% Due 6/18/2026
0.00 675.00 675.00
06/21/2024 Paydown 43815GAC3 35,000.00 Honda Auto Receivables Trust 2021-4 A3
0.88% Due 1/21/2026
1,750.62 11.56 1,762.18
JUN 2024 224,376.49 14,893.64 239,270.13
TOTAL 1,379,409.69 229,980.61 1,609,390.30
Chandler Asset Management - CONFIDENTIAL Page 45 Execution Time: 7/4/2023 11:28:46 AM
3.A.3.a
Packet Pg. 64
Attachment: 12. 2022-23 Jun Treasurers Report with signature (Treasurer’s Report at June 30, 2023) Important Disclosures City of San Jacinto
Account #10167
Chandler Asset Management, Inc. ;͞Chandler͟Ϳis an SEC registered investment adviser. For additional information about our firm, please see our current disclosures (Form ADV). To obtain a copy of our current disclosures, you may contact your client service representative by calling the number on the front of this statement or you may visit our website at www.chandlerasset.com.
Information contained in this monthly statement is confidential and is provided for informational purposes only and should not be construed as specific investment or legal advice. The information contained herein was obtained from sources believed to be reliable as of the date of this statement, but may become outdated or superseded at any time without notice.
Custody: Your qualified custodian bank maintains control of all assets reflected in this statement and we urge you to compare this statement to the one you receive from your qualified custodian. Chandler does not have any authority to withdraw or deposit funds from/to the custodian account.
Valuation: Prices are provided by IDC, an independent pricing source. In the event IDC does not provide a price or if the price provided is not reflective of fair market value, Chandler will obtain pricing from an alternative approved third party pricing source in accordance with our written valuation policy and procedures. Our valuation procedures are also disclosed in Item 5 of our Form ADV Part 2A.
Performance: Performance results are presented gross-of-advisory fees and represent the client͛s Total Return. The deduction of advisory fees lowers performance results. These results include the reinvestment of dividends and other earnings. Past performance may not be indicative of future results. Therefore, clients should not assume that future performance of any specific investment or investment strategy will be profitable or equal to past performance levels. All investment strategies have the potential for profit or loss. Economic factors, market conditions or changes in investment strategies, contributions or withdrawals may materially alter the performance and results of your portfolio.
Source ice Data Indices, LLC ("ICE"), used with permission. ICE PERMITS USE OF THE ICE INDICES AND RELATED DATA ON AN "AS IS" BASIS; ICE, ITS AFFILIATES AND THEIR RESPECTIVE
THIRD PARTY SUPPLIERS DISCLAIM ANY AND ALL WARRANTIES AND REPRESENTATIONS, EXPRESS AND/OR IMPLIED, INCLUDING ANY WARRANTIES OF MERCHANTABILITY OR FITNESS FOR A PARTICULAR PURPOSE OR USE, INCLUDING THE INDICES, INDEX DATA AND ANY DATA INCLUDED IN, RELATED TO, OR DERIVED THEREFROM. NEITHER ICE DATA, ITS AFFILIATES OR
THEIR RESPECTIVE THIRD PARTY PROVIDERS GUARANTEE THE QUALITY, ADEQUACY, ACCURACY, TIMELINESS OR COMPLETENESS OF THE INDICES OR THE INDEX DATA OR ANY COMPONENT THEREOF, AND THE INDICES AND INDEX DATA AND ALL COMPONENTS THEREOF ARE PROVIDED ON AN "AS IS" BASIS AND LICENSEE'S USE IS AT LICENSEE'S OWN RISK. ICE DATA, ITS AFFILIATES AND THEIR RESPECTIVE THIRD PARTY DO NOT SPONSOR, ENDORSE, OR RECOMMEND CHANDLER, OR ANY OF ITS PRODUCTS OR SERVICES.
Index returns assume reinvestment of all distributions. Historical performance results for investment indexes generally do not reflect the deduction of transaction and/or custodial charges or the deduction of an investment management fee, the incurrence of which would have the effect of decreasing historical performance results. It is not possible to invest directly in an index.
Ratings: Ratings information have been provided by Moody͛s, S&P and Fitch through data feeds we believe to be reliable as of the date of this statement, however we cannot guarantee its accuracy.
Security level ratings for U.S. Agency issued mortgage-backed securities ;͞MBS͟Ϳreflect the issuer rating because the securities themselves are not rated. The issuing U.S. Agency guarantees the full and timely payment of both principal and interest and carries a AA+/Aaa/AAA by S&P, Moody͛s and Fitch respectively.
Chandler Asset Management - CONFIDENTIAL Page 46 Execution Time: 7/4/2023 11:28:46 AM
3.A.3.a
Packet Pg. 65
Attachment: 12. 2022-23 Jun Treasurers Report with signature (Treasurer’s Report at June 30, 2023) Benchmark Index & Disclosures City of San Jacinto California Account #10167
Benchmark Index Disclosure
San Jacinto 1-5 Yr US Tsy & Agy Blended
Index*
The ICE BofA 1-5 Year US Treasury & Agency Index tracks the performance of US dollar denominated US Treasury and nonsubordinated US agency debt issued in the US domestic market. Qualifying securities must have an investment grade rating (based on an average of Moody͛s, S&P and Fitch). Qualifying securities must have at least one year remaining term to final maturity and less than five years remaining term to final maturity, at least 18 months to maturity at time of issuance, a fixed coupon schedule, and a minimum amount outstanding of $1 billion for sovereigns and $250 million for agencies. The ICE BofA 1-3 Year US Treasury Index tracks the performance of US dollar-denominated sovereign debt publicly issued by the US government in its domestic market. Qualifying securities must have at least one year remaining term to final maturity and less than three years remaining term to final maturity, a fixed coupon schedule, and a minimum amount outstanding of $1 billion. Qualifying securities must have at least 18 months to final maturity at the time of issuance.
San Jacinto 1-5 Yr AAA-A US Corp &
Govt Blend*
TThe ICE BofA 1-3 AAA-A Year US Corporate & Government Index tracks the performance of US dollar denominated investment grade debt publicly issued in the US domestic market, including US Treasury, US agency, foreign government, supranational, and corporate securities.
Qualifying securities must be rated AAA through A3 (based on an average of Moody͛s, S&P and Fitch). In addition, qualifying securities must have at least one year remaining term to final maturity and less than three years remaining term to final maturity, at least 18 months to final maturity at point of issuance, a fixed coupon schedule, and a minimum amount outstanding of $1 billion for US Treasuries and $250 million for all other securities. The ICE BofA 1-5 Year AAA-A US Corporate & Government Index tracks the performance of US dollar denominated investment grade debt publicly issued in the US domestic market, including US Treasury, US agency, foreign government, supranational, and corporate securities. Qualifying securities must be rated AAA through A3 (based on an average of Moody͛s, S&P and Fitch). In addition, qualifying securities must have at least one year remaining term to final maturity and less than five years remaining term to final maturity, at least 18 months to final maturity at point of issuance, a fixed coupon schedule, and a minimum amount outstanding of $1 billion for US Treasuries and $250 million for all other securities.
Chandler Asset Management - CONFIDENTIAL Page 47 Execution Time: 7/4/2023 11:28:46 AM
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Attachment: 12. 2022-23 Jun Treasurers Report with signature (Treasurer’s Report at June 30, 2023) City of San Jacinto Public Trust Advisors LLC
595 S. San Jacinto Ave. 550 South Hope Street
San Jacinto, CA 92583 Suite 560
Los Angeles, CA 90071
Monthly Investment Report for Period Ended June 30, 2023
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Attachment: 12. 2022-23 Jun Treasurers Report with signature (Treasurer’s Report at June 30, 2023) Investment Management Portfolio Review Page
Investment Portfolio Summary Comparison3
Total Return Performance Summary4
Investment Portfolio Maturity Distribution6
Investment Portfolio Maturity Distribution By Security Type7 Investment Portfolio Rating Distribution8
Investment Portfolio Security Distribution - Market Value9 Investment Portfolio Security Distribution - Historical Cost 10 Investment Portfolio Compliance 11
Additional Disclosure 12
Portfolio Holdings Detail 13
City of San Jacinto Summary
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Packet Pg. 68
Attachment: 12. 2022-23 Jun Treasurers Report with signature (Treasurer’s Report at June 30, 2023) City of San Jacinto
June 1, 2023
Beginning Balance
June 30, 2023
Ending Balance Portfolio Characteristic
June 1, 2023
Beginning Balance
June 30, 2023
Ending Balance
Historical Cost $ 11,343,615.93 $ 11,301,915.88 Book Yield Gross 1.95% 2.19% Book Value $ 11,339,710.74 $ 11,324,824.52 Market Yield Gross 4.38% 4.73% Accrued Interest 32,110.18 34,595.61 Weighted Average Coupon 1.53% 1.67% Book Value Plus Accrued $ 11,371,820.92 $ 11,359,420.13 Duration 2.42 Years 2.54 Years Net Unrealized Gain/Loss (522,587.42) (586,208.15) Weighted Effective Maturity 2.54 Years 2.68 Years Market Value Plus Accrued(2) $ 10,849,233.50 $ 10,773,211.98 Weighted Final Maturity 2.54 Years 2.68 Years Net Pending Transactions 289.07 432.16
Market Value Plus Accrued Net(2) $ 10,849,522.57 $ 10,773,644.14 City of San Jacinto
June 2023
Net Income Portfolio Compliance Compliant
Interest Income $ 14,189.37 Security Distribution YES
Net Amortization/Accretion 4,300.28 Maturity Distribution YES Net Realized Gain/Loss(3) (30,643.17) Rating Distribution YES Miscellaneous Income -
Net Income $ (12,153.52)
City of San Jacinto Summary Comparison for the period June 1, 2023 to June 30, 2023 (1) Payables represent amounts due to settle security transactions that have been executed but have not settled as of period end. The funds used to settle these trades may come from a variety of sources including cash within the portfolio, proceeds from future security transactions including maturities and sales, or other sources including money market funds. For reporting purposes, a payable is created for over-period settlements which are reflected in the detailed holdings.
(2) Market Value Plus Accrued Net represents the market value of the portfolio net payables and recievables from transactions that settle in the following reporting period. (3) MBS paydowns may result in negative realized losses rather than amortization in as a result of accounting method.
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Attachment: 12. 2022-23 Jun Treasurers Report with signature (Treasurer’s Report at June 30, 2023) Trailing Month Trailing 3 Months Trailing 12 Months Year to Date Total Return Performance Periodic Periodic Periodic Periodic City of San Jacinto (0.70%) (0.63%) (0.24%) (0.24%)
Trailing 3 Years Trailing 5 Years Since Inception*
Total Return Performance Annualized Annualized Annualized City of San Jacinto (1.63%) 0.84% 0.72%
*Total return since inception date: December 1, 2012. Year to Date is Fiscal Year to Date.
Annualized total return performance presented for investment periods longer than one year. Return information obtained from Bloomberg.
City of San Jacinto Total Return June 1, 2023 to June 30, 2023 (0.70%) (0.63%)
(0.24%) (0.24%)
(1.63%)
0.84% 0.72%
(6.00%)
(5.00%)
(4.00%)
(3.00%)
(2.00%)
(1.00%)
0.00%
1.00%
2.00%
Trailing Month Trailing 3 Months Trailing 12 Months Year to Date Trailing 3 Years Trailing 5 Years Since Inception* Yield
Total Return Performance
City of San Jacinto
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Attachment: 12. 2022-23 Jun Treasurers Report with signature (Treasurer’s Report at June 30, 2023) Trailing Month Trailing 3 Months Trailing 12 Months Year To Date Total Return Performance Periodic Periodic Periodic Periodic City of San Jacinto (0.70%) (0.63%) (0.24%) (0.24%)
BofA ML 1-5 Year U.S. Treasury/Agency (0.88%) (0.85%) (0.42%) (0.42%) Since Inception*
Trailing 3 Years Trailing 5 Years February 1, 2020
Total Return Performance Annualized Annualized Annualized City of San Jacinto (1.63%) NA (0.51%)
BofA ML 1-5 Year U.S. Treasury/Agency (1.78%) NA (0.66%) *Original Total return since inception date: December 1, 2012. The BofA ML 1-5 Year U.S. Treasury/Agency benchmark established on February 1, 2020. Year to Date is Fiscal Year to Date.
Annualized total return performance presented for investment periods longer than one year. Return information obtained from Bloomberg.
City of San Jacinto Total Return June 1, 2023 to June 30, 2023 (0.70%) (0.63%)
(0.24%) (0.24%)
(1.63%)
(0.51%)
(0.88%) (0.85%)
(0.42%) (0.42%)
(1.78%)
(0.66%)
(3.00%)
(2.00%)
(1.00%)
0.00%
1.00%
2.00%
3.00%
4.00%
Trailing Month Trailing 3 Months Trailing 12 Months Year To Date Trailing 3 Years Trailing 5 Years February 1, 2020 Yield
Total Return Performance vs. Benchmark
City of San Jacinto BofA ML 1-5 Year U.S. Treasury/Agency
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Attachment: 12. 2022-23 Jun Treasurers Report with signature (Treasurer’s Report at June 30, 2023) Maturity Distribution
June 1, 2023
Beginning Balance
June 30, 2023
Ending Balance Portfolio Allocation Distribution Change 0-3 Months $ 453,754.40 $ 75,538.65 0.70% -3.48%
3-6 Months 83,526.11 84,096.47 0.78% 0.01%
6-9 Months 374,898.13 375,565.45 3.49% 0.03%
9-12 Months 138,460.18 276,338.78 2.57% 1.29%
1-2 Years 3,015,936.91 2,837,433.39 26.34% -1.46%
2-3 Years 2,820,209.52 2,990,759.14 27.76% 1.77%
3-4 Years 1,823,253.38 1,854,412.94 17.21% 0.41%
4-5 Years 2,139,194.88 2,279,067.17 21.15% 1.44%
5-6 Years - - 0.00% 0.00%
6 Years + - - 0.00% 0.00%
Total Portfolio $ 10,849,233.50 $ 10,773,211.98 100.00% City of San Jacinto Maturity Distribution Market Value Basis June 1, 2023 to June 30, 2023 $-
$500,000
$1,000,000
$1,500,000
$2,000,000
$2,500,000
$3,000,000
$3,500,000
0-3 M 3-6 M 6-9 M 9-12 M 1-2 Yr 2-3 Yr 3-4 Yr 4-5 Yr 5-6 Yr 6 Yr + Maturity Distribution Comparison
June 1, 2023 June 30, 2023
0-3 M
0.70%
3-6 M
0.78%
6-9 M
3.49%
9-12 M
2.57%
1-2 Yr
26.34%
2-3 Yr
27.76%
3-4 Yr
17.21%
4-5 Yr
21.15%
Maturity Distribution
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Attachment: 12. 2022-23 Jun Treasurers Report with signature (Treasurer’s Report at June 30, 2023) Security Distribution 0-3 Months 3-6 Months 6-9 Months 9-12 Months 1-2 Years 2-3 Years 3-4 Years 4-5 Years Total Portfolio Cash $ - $ - $ - $ - $ - $ - $ - $ - $ -
Money Market Funds 62,266 - - - - - - - 62,266
Certificates of Deposit - - - - - - - - -
Commercial Paper - - - - - - - - -
U.S. Treasury Notes - - - - 1,469,852 2,416,535 1,672,270 2,279,067 7,837,724 U.S. Agency Notes - - - - - - - - -
Federal Inst. (GSE)* 13,273 - 267,665 - 493,256 378,091 - - 1,152,284 Corporate Notes - 84,096 107,901 276,339 874,326 196,133 - - 1,538,795 Asset Backed (ABS) - - - - - - - - -
Municipal Bonds - - - - - - 182,143 - 182,143
Total $ 75,539 $ 84,096 $ 375,565 $ 276,339 $ 2,837,433 $ 2,990,759 $ 1,854,413 $ 2,279,067 $ 10,773,212 *Mortgage backed securities shown to effective maturity.
City of San Jacinto Maturity Distribution Market Value Basis as of June 30, 2023 $-
$5,000,000
0-3 Months 3-6 Months 6-9 Months 9-12 Months 1-2 Years 2-3 Years 3-4 Years 4-5 Years Maturity Distribution By Type Municipal Bonds
Asset Backed (ABS)
Corporate Notes
Federal Inst. (GSE)*
U.S. Agency Notes
U.S. Treasury Notes
Commercial Paper
Certificates of Deposit
Money Market Funds
Cash
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Attachment: 12. 2022-23 Jun Treasurers Report with signature (Treasurer’s Report at June 30, 2023) S&P Rating Distribution
June 30, 2023
Ending Balance Portfolio Allocation
Short Term Rating Distribution
A-1+ $ - 0.00%
A-1 - 0.00%
A-2 - 0.00%
Total Short Term Ratings $ - 0.00%
Long Term Rating Distribution
AAA Rating $ 329,930.30 3.06%
AA Rating 9,404,459.75 87.29%
A Rating 1,038,821.94 9.64%
Below A - 0.00%
Not Rated - 0.00%
Total Long Term Rating $ 10,773,211.98 100.00%
Total Portfolio $ 10,773,211.98 100.00%
Moody's Rating Distribution
June 30, 2023
Ending Balance Portfolio Allocation
Short Term Rating Distribution
P-1 $ - 0.00%
P-2 - 0.00%
Total Short Term Ratings $ - 0.00%
Long Term Rating Distribution
Aaa Rating $ 9,052,274.03 84.03%
Aa Rating 256,564.82 2.38%
A Rating 1,464,373.13 13.59%
Below A - 0.00%
Not Rated - 0.00%
Total Long Term Rating $ 10,773,211.98 100.00%
Total Portfolio $ 10,773,211.98 100.00%
City of San Jacinto Rating Distribution Market Value Basis as of June 30, 2023 AAA Rating
3.06%
AA Rating
87.29%
A Rating
9.64%
Portfolio Allocation By Standard and Poors' Rating
Aaa Rating
84.03%
Aa Rating
2.38%
A Rating
13.59%
Portfolio Allocation By Moody's Rating
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Packet Pg. 74
Attachment: 12. 2022-23 Jun Treasurers Report with signature (Treasurer’s Report at June 30, 2023) Security Distribution
June 1, 2023
Beginning Balance
Portfolio
Allocation
June 30, 2023
Ending Balance Book Yield
Portfolio
Allocation
Change in
Allocation
Permitted by
Policy* Compliant
Cash $ - 0.00% $ - 0.00% 0.00% 0.00% YES
LGIP - 0.00% - 0.00% 0.00% 0.00% YES
U.S. Treasury Notes 7,586,700.91 69.93% 7,837,724.14 2.48% 72.75% 2.82% NO U.S. Agency Notes - 0.00% - 0.00% 0.00% 0.00% YES
FNMA 380,022.31 3.50% 378,091.06 0.52% 3.51% 0.01% NO
FHLMC 674,843.91 6.22% 565,821.21 1.83% 5.25% -0.97% NO FFCB - 0.00% - 0.00% 0.00% 0.00% YES
FHLB 209,547.55 1.93% 208,371.86 0.65% 1.93% 0.00% NO
Fed Instrumentality Subtotal $ 1,264,413.77 11.65% $ 1,152,284.13 1.19% 10.70% -0.96% NO Asset Backed Securities - 0.00% - 0.00% 0.00% 0.00% YES Commercial Paper - 0.00% - 0.00% 0.00% 0.00% YES
Corporate Notes 1,770,957.05 16.32% 1,538,794.75 1.90% 14.28% -2.04% NO Bankers Acceptances - 0.00% - 0.00% 0.00% 0.00% YES
Money Market Funds 104,614.12 0.96% 62,265.76 4.71% 0.58% -0.39% YES Municipal Bonds 122,547.65 1.13% 182,143.20 4.75% 1.69% 0.56% NO Intergovernmental Funds - 0.00% - 0.00% 0.00% 0.00% YES Certificates of Deposit - 0.00% - 0.00% 0.00% 0.00% YES Total Portfolio Market Value $ 10,849,233.50 100.00% $ 10,773,211.98 2.19% 100.00% *Permitted allocation based on aggregate assets as defined within the investment policy.
City of San Jacinto Market Value Basis Security Distribution June 1, 2023 to June 30, 2023 $-
$2,000,000
$4,000,000
$6,000,000
$8,000,000
$10,000,000
Cash
LGIP
UST
Agency
FNMA
FHLMC
FFCB
FHLB
ABS
CP
Corp
BA
MMF
Muni
Inter Gov
CD
Asset Balance By Security Type
(in millions)
June 1, 2023 June 30, 2023
UST
72.75%
FNMA
3.51%
FHLMC
5.25%
FHLB
1.93% Corp
14.28%
MMF
0.58%
Muni
1.69%
Ending Portfolio Allocation
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Attachment: 12. 2022-23 Jun Treasurers Report with signature (Treasurer’s Report at June 30, 2023) Security Distribution
June 1, 2023
Beginning Balance
Portfolio
Allocation
June 30, 2023
Ending Balance Book Yield
Portfolio
Allocation
Change in
Allocation
Permitted by
Policy* Compliant
Cash $ - 0.00% $ - 0.00% 0.00% 0.00% YES
U.S. Treasury Notes 7,944,552.37 70.04% 8,239,809.21 2.48% 72.91% 2.87% NO U.S. Agency Notes - 0.00% - 0.00% 0.00% 0.00% YES
FNMA 413,057.80 3.64% 413,057.80 0.52% 3.65% 0.01% NO
FHLMC 705,301.84 6.22% 593,207.31 1.83% 5.25% -0.97% NO FFCB - 0.00% - 0.00% 0.00% 0.00% YES
FHLB 223,884.00 1.97% 223,884.00 0.65% 1.98% 0.01% NO
Fed Instrumentality Subtotal $ 1,342,243.64 11.83% $ 1,230,149.11 1.17% 10.88% -0.95% NO Asset Backed Securities - 0.00% - 0.00% 0.00% 0.00% YES Commercial Paper - 0.00% - 0.00% 0.00% 0.00% YES
Corporate Notes 1,832,205.80 16.15% 1,588,539.80 1.90% 14.06% -2.10% NO Bankers Acceptances - 0.00% - 0.00% 0.00% 0.00% YES
Money Market Funds 104,614.12 0.92% 62,265.76 4.71% 0.55% -0.37% YES Municipal Bonds 120,000.00 1.06% 181,152.00 4.75% 1.60% 0.54% NO Intergovernmental Funds - 0.00% - 0.00% 0.00% 0.00% YES Certificates of Deposit - 0.00% - 0.00% 0.00% 0.00% YES Total Portfolio Historical Cost $ 11,343,615.93 100.00% $ 11,301,915.88 2.19% 100.00% *Permitted allocation based on aggregate assets as defined within the investment policy.
City of San Jacinto Historical Cost Basis Security Distribution June 1, 2023 to June 30, 2023 $-
$2,000,000
$4,000,000
$6,000,000
$8,000,000
$10,000,000
Cash
UST
Agency
FNMA
FHLMC
FFCB
FHLB
ABS
CP
Corp
BA
MMF
Muni
Inter Gov
CD
Asset Balance By Security Type
(in millions)
June 1, 2023 June 30, 2023
UST
72.91%
FNMA
3.65%
FHLMC
5.25% FHLB
1.98%
Corp
14.06%
MMF
0.55%
Muni
1.60%
Ending Portfolio Allocation
3.A.3.a
Packet Pg. 76
Attachment: 12. 2022-23 Jun Treasurers Report with signature (Treasurer’s Report at June 30, 2023) Policy
Section Description Compliance Requirement Compliant
Policy
Section Description Compliance Requirement Compliant
IX. 1,2 Municipal Bonds Rated A or better by 1 NRSRO, 5% issuer limitation, 30% total portfolio limit, 5-year maturity limit
Compliant IX. 14
Pass-Through
Securities
Issuer debt rated at least A by 2 NRSRO's; Must be rated in the AA category by 2 NRSRO's; 20% total portfolio limit, 5-year maturity limit Compliant IX. 1 U.S. Treasury No limitations Compliant
IX. 2 Federal Agency No limitations Compliant
IX. 3
Bankers
Acceptances
Rated A1 or better and have long term debt rated A or better by 2 NRSRO's; Maturity ≤ to 180 days, 40% total portfolio limit, 5% issuer limit Compliant IX. 4
Federally Insured
Time Deposits
Limited to amounts covered under federal insurance; 20% total portfolio limit in combination with IX.5; 5-year maturity limit Compliant IX. 17.b Money Market Funds Registered with SEC under 1940 Act, have highest ranking by 2 NRSRO's; retained advisor registered (or exempt from registration) with 5-years experience investing in securities authorized by CA 53601 and at least $500 million of assets; 20% total portfolio limit
Compliant
IX. 5 Time Deposits
Fully collateralized per CA law, 20% limit when combined with IX.4; Issuer must have long-term debt rated A or higher and/or short-term debt rated A1 or higher by 2 NRSRO's, 5-year maturity limit
Compliant IX. 18 Supranationals
US dollar denominated senior unsecured unsubordinated obligations issued or unconditionally guaranteed by IBRD, IFC, or IADB; rated AA or higher by 1 NRSRO; 30% total portfolio limit; 10% issuer limit; 5-year maturity limit Compliant
IX. 6 CDARS 30% limit in combination of CD's (including CDARS); 5-year maturity limit Compliant X.A.1 Futures and Options Prohibited Compliant IX. 7 Negotiable CD's
Issuer must have long-term debt rated A or higher and/or short-term debt rated A1 or higher by 2 NRSRO's; Maturity ≤ to 5 years, 30% total portfolio limit, 5% issuer limit
Compliant X.A.2
Inverse Floaters,
Range Notes, and
Mortgage Derived
IO Strips
Prohibited Compliant
IX. 8
Collateralized
Bank Deposits
Collateralized with pleged securities per CA Government Code Section 53651
Compliant X.A.3
Potential Zero
Accrual Securities Prohibited Compliant
X.A.5
Purchasing
Securities on Margin
Prohibited Compliant
X.A.6
Reverse Repos or
other leverage Prohibited Compliant
X.A.7
Foreign Currency
Securities
Prohibited Compliant
X.B.2
Single Issuer
Limitation
5% issuer limitation, except U.S. Government, its agencies & enterprises, Money Market Mutual Funds, Mutual Funds, LAIF, LGIP's, and Supranationals Compliant IX. 11
Local Agency
Investment Fund
70% total portfolio limit, up to the maximum permitted balance Compliant X.C.2 Callable Security
Limitation
20% of total portfolio (excluding Make Whole Call securities) Compliant IX. 12
Local Government
Investment Pools
Riveride County Investment Fund limited to 70% of the portfolio; JPA Pools limited to 50% of the portfolio Compliant X.C.3
Maximum Security
Maturity
Individual security maturities limited to 5-years or less Compliant IX. 13 Corporate Bonds
Corporations organized and operating in the U.S. or depository institutions licensed by the U.S. or any state and operating in the U.S.; Rated in the A category or better by 2 NRSRO's, 5-year maturity limit; 30% total portfolio limit, 5% issuer limit
Compliant X.C.4
Portfolio Duration
Limitation
Average portfolio duration will be managed to be approximatly equal to the Market Benchmark selected by the City (typically +/- 20 of benchmark duration)
Compliant
IX. 9
Repurchase
Agreements
Collateralized at 102% in accordance with policy; 1-year maturity limit, no % portfolio limit, collateral held by custodian bank; subject to master repurchase agreement substantially in SIFMA's form
Compliant
IX. 10 Commercial Paper
Issuer is organized and operating in the U.S. with assets of at least $500 million; Issuer short-term ratings of A1 or higher and long-term ratings of A or higher by 2 NRSRO's; Maturity ≤ 270 days; 25% total portfolio limit; 5% issuer limit
Compliant
City of San Jacinto Portfolio Compliance June 1, 2023 to June 30, 2023 IX. 17.e Mutual Funds
Invests in securities authorized by specified provisions in CA Government Code Section 53601; have highest ranking by 2 NRSRO's; retained advisor registered (or exempt from registration) with 5-years experience investing in securities authorized by CA 53601 and at least $500 million of assets; 10% per fund limit; 20% limit when combined with IX.17.b
Compliant
3.A.3.a
Packet Pg. 77
Attachment: 12. 2022-23 Jun Treasurers Report with signature (Treasurer’s Report at June 30, 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 the information presented, calculation methodology, investment portfolio, security detail, or any other facet of this information, please feel free to contact us.
Public Trust Advisors, LLC (Public Trust) statements and reports are intended to detail our investment advisory activity as well as the activity of certain client accounts managed by Public Trust. The custodian bank maintains the control of assets and executes and settles all investment transactions. The custodian statement is the official record of security and cash holdings transactions. Public Trust recognizes that clients may use these reports to facilitate record keeping; therefore, it is recommended that the client reconcile this information with their custodian bank statement. Many custodians use a settlement date basis that may result in the need to reconcile due to a timing difference. The underlying market value, amortized cost, and accrued interest may differ between the custodian and this statement or report. This can be attributed to differences in calculation methodologies and pricing sources used.
Public Trust does not have the authority to withdraw funds from or deposit funds to the custodian. Our clients retain responsibility for their internal accounting policies, implementing and enforcing internal controls, and generating ledger entries or otherwise recording transactions. The total market value represents prices obtained from various sources; it may be impacted by the frequency at which prices are reported, and such prices are not guaranteed. Prices received from pricing vendors are generally based on current market quotes but when such quotes are not available, the pricing vendors use a variety of techniques to estimate value. These estimates, particularly for fixed-income securities, may be based on certain minimum principal amounts (e.g. $1 million) and may not reflect all the factors that affect the value of the security including liquidity risk. The prices provided are not firm bids or offers. Certain securities may reflect N/A or unavailable where the price for such security is generally not available from a pricing source. The market value of a security, including those priced atpar value, may differ from its purchase price and may not closely reflect the value at which the security may be sold or purchased based on various market factors. The securities in this investment portfolio, including shares of mutual funds, are not guaranteed or otherwise protected by Public Trust, the FDIC (except for certain non-negotiable certificates of deposit), or any government agency unless specifically stated otherwise.
Clients may be permitted to establish one or more unmanaged accounts for the purposes of client reporting. Clients may also be permitted to provide externally managed assets for the purposes of client reporting. Public Trust defines unmanaged accounts or assets as one where the investment direction remains the sole responsibility of the client rather than the Investment Manager.
Unmanaged accounts or external assets do not receive ongoing supervision and monitoring services. The Investment Manager doesnot make any investment recommendations and may not charge a fee for reporting on these accounts or assets. The primary purpose for this service is to include unmanaged accounts or assets owned by the client in the performance reports provided by the Investment Manager. The Investment Manager assumes no liability for the underlying performance of any unmanaged accounts or assets, and it is the client’s sole responsibility for the accuracy or correctness of any such performance.
Beginning and ending balances are based on market value plus accrued interest on a trade date basis. Statements and reports made available to the end user either from Public Trust or through the online reporting platform may present information and portfolio analytics using various optional methods including, but not limited to, historical cost, amortized cost, and market value. All information is assumed to be correct, but the accuracy has not been confirmed and therefore is not guaranteed to be correct. Information is obtained from third party sources that may or may not be verified. The data in this report is unaudited and is only applicable for the date denoted on the report. Market values may change day-to-day based on numerous circumstances such as trading volume, news released about the underlying issuer, issuer performance, etc. Underlying market values may be priced via numerous aspects as certain securities are short term in nature and not readily traded. Performance results are shown net of all fees and expenses and reflect the reinvestment of dividends and other earnings.
Many factors affect performance including changes in market conditions and interest rates and in response to other economic, political, or financial developments. Investment involves risk including the possible loss of principal. No assurance can be given that the performance objectives of a given strategy will be achieved. Past performance is no guarantee of future results. Any financial and/or investment decision may incur losses.
The investment advisor providing these services is Public Trust Advisors, LLC, an investment adviser registered with the U.S.Securities and Exchange Commission (SEC) under the Investment Advisers Act of 1940, as amended. Registration with the SEC does not imply a certain level of skill or training. Public Trust is required to maintain a written disclosure brochure of our background and business experience. If you would like to receive a copy of our current disclosure brochure, Privacy Policy, or Code of Ethics, or have any questions regarding your account please contact us.
Public Trust Advisors
717 17th Street, Suite 1850
Denver, CO 80202
3.A.3.a
Packet Pg. 78
Attachment: 12. 2022-23 Jun Treasurers Report with signature (Treasurer’s Report at June 30, 2023) Portfolio Holdings
Portfolio Income
Portfolio Transactions
Issuer Concentration
Security Concentration
Portfolio Activity Summary
City of San Jacinto Detail
3.A.3.a
Packet Pg. 79
Attachment: 12. 2022-23 Jun Treasurers Report with signature (Treasurer’s Report at June 30, 2023) Month End Report Trade Date copy
San Jacinto, City of (66779)Month End (M12 Y2023)06/01/2023 - 06/30/2023Dated: 07/07/2023Locked Down
3.A.3.a
Packet Pg. 80
Attachment: 12. 2022-23 Jun Treasurers Report with signature (Treasurer’s Report at June 30, 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)) 8 Issuer Concentration with Yield GASB 40 Trade Date (San Jacinto, City of(66779)) 9 Security Type GASB 40 Trade Date (San Jacinto, City of (66779)) 14Portfolio Activity Summary (San Jacinto, City of (66779)) 19 Table of Contents
Dated: 07/07/2023
3.A.3.a
Packet Pg. 81
Attachment: 12. 2022-23 Jun Treasurers Report with signature (Treasurer’s Report at June 30, 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 94.3821 02/13/2020 02/14/2020 Aaa AA+ AAA 299,923.33 301,660.83 1,737.50 -16,777.04 283,146.28 284,883.78
FEDERAL HOME LOAN BANKS
3130AJHU6
AGCY BOND
0.500
04/14/202504/14/2025N--- 223,884.00 225,000.00 92.5028 04/15/2020 04/16/2020 Aaa AA+ AAA 224,596.91 224,837.54 240.63 -16,465.68 208,131.23 208,371.86
FEDERAL NATIONAL MORTGAGE ASSOCIATION
3135G05X7
AGCY BOND
0.375
08/25/202508/25/2025N--- 413,057.80 415,000.00 90.9750 08/25/2020 08/27/2020 Aaa AA+ AAA 414,157.63 414,702.32 544.69 -36,611.26 377,546.37 378,091.06
PEPSICO INC
713448FB9
CORP
0.400
10/07/202310/07/2023N--- 84,951.55 85,000.00 98.8437 10/06/2020 10/07/2020 A1A+NA 84,995.65 85,074.99 79.33 -978.52 84,017.14 84,096.47 AMAZON.COM INC
023135BW5
CORP
0.450
05/12/202405/12/2024N--- 144,788.30 145,000.00 95.8686 05/11/2021 05/12/2021 A1AAAA- 144,938.70 145,027.52 88.81 -5,929.21 139,009.49 139,098.30
PACCAR FINANCIAL CORP
69371RR40
CORP
0.500
08/09/202408/09/2024N--- 99,946.00 100,000.00 94.6575 08/03/2021 08/09/2021 A1A+NA 99,979.97 100,177.19 197.22 -5,322.51 94,657.46 94,854.68
CATERPILLAR FINANCIAL SERVICES CORP
14913R2P1
CORP
0.600
09/13/202409/13/2024N--- 179,755.20 180,000.00 94.3816 09/08/2021 09/14/2021 A2AA+ 179,901.35 180,225.35 324.00 -10,014.43 169,886.91 170,210.91
TOYOTA MOTOR CREDIT CORP
89236TJN6
CORP
0.625
09/13/202409/13/2024N--- 279,868.40 280,000.00 94.4307 09/08/2021 09/13/2021 A1A+A+ 279,947.02 280,472.02 525.00 -15,541.02 264,406.00 264,931.00
CATERPILLAR FINANCIAL SERVICES CORP
14913R2S5
CORP
0.950
01/10/202401/10/2024N--- 109,982.40 110,000.00 97.6405 01/03/2022 01/10/2022 A2AA+ 109,995.35 110,491.72 496.38 -2,590.82 107,404.53 107,900.91
HOME DEPOT INC
437076CM2
CORP
2.700
04/15/202504/15/2025Y03/15/2025
59,895.0060,000.00
95.8903
03/24/202203/28/2022
A2AA
59,937.6460,279.64
342.00
-2,403.49
57,534.1557,876.15
AMAZON.COM INC
023135CE4
CORP
3.000
04/13/202504/13/2025N--- 294,530.95 295,000.00 96.4527 04/11/2022 04/13/2022 A1AAAA- 294,716.06 296,633.56 1,917.50 -10,180.67 284,535.39 286,452.89
PACCAR FINANCIAL CORP
69371RR81
CORP
3.150
06/13/202406/13/2024N--- 139,967.80 140,000.00 97.8714 06/06/2022 06/13/2022 A1A+NA 139,984.45 140,204.95 220.50 -2,964.46 137,019.98 137,240.48
COLGATE-PALMOLIVE CO
194162AM5
CORP
3.100
08/15/202508/15/2025N--- 44,958.60 45,000.00 96.2567 08/01/2022 08/09/2022 Aa3 AA- NA 44,970.59 45,497.59 527.00 -1,655.06 43,315.53 43,842.53
PEPSICO INC
713448FQ6
CORP
4.550
02/13/202602/13/2026Y01/13/2026
119,930.40120,000.00
99.7072
02/13/202302/15/2023
A1A+NA
119,938.43122,001.10
2,062.67
-289.76
119,648.67121,711.34
COLGATE-PALMOLIVE CO
194162AQ6
CORP
4.800
03/02/202603/02/2026N--- 29,965.20 30,000.00 100.3303 02/27/2023 03/01/2023 Aa3 AA- NA 29,968.84 30,448.84 480.00 130.25 30,099.09 30,579.09 FHMS K-033 A2
3137B4WB8
FHLMC
3.060
07/01/202307/25/2023Y--- 13,741.71 13,287.54 99.6347 12/12/2019 12/17/2019 Aaa AA+ AAA 13,287.54 13,321.43 33.88 -48.53 13,239.01 13,272.89 Holdings Report Trade Date San Jacinto, City of (66779)As of 06/30/2023 Return to Table of Contents Dated: 07/07/2023 1 3.A.3.a
Packet Pg. 82
Attachment: 12. 2022-23 Jun Treasurers Report with signature (Treasurer’s Report at June 30, 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-725 A2
US3137BWWD24
FHLMC
3.002
01/01/202401/25/2024Y--- 279,696.61 270,974.61 98.5283 12/12/2019 12/17/2019 Aaa AAA AAA 271,634.56 272,312.45 677.89 -4,647.91 266,986.65 267,664.54 FIRST AMER:GVT OBLG Y
31846V203
MMFUND
4.700
06/30/202306/30/2023N--- 62,265.76 62,265.76 1.0000 --- --- Aaa AAAm AAA 62,265.76 62,265.76 0.00 0.00 62,265.76 62,265.76
CALIFORNIA ST
13063D3N6
MUNI
4.846
03/01/202703/01/2027N--- 120,000.00 120,000.00 99.7630 03/09/2023 03/15/2023 Aa2 AA- AA 120,000.00 121,712.25 1,712.25 -284.40 119,715.60 121,427.85
CONNECTICUT ST
20772KTJ8
MUNI
5.050
05/15/202705/15/2027N--- 61,152.00 60,000.00 101.0660 06/01/2023 06/22/2023 Aa3 AA- AA- 61,145.16 61,220.91 75.75 -505.56 60,639.60 60,715.35
UNITED STATES TREASURY
912828YY0
US GOV
1.750
12/31/202412/31/2024N--- 88,453.13 85,000.00 95.0547 03/02/2020 03/04/2020 Aaa AA+ AAA 86,087.70 86,091.74 4.04 -5,291.21 80,796.48 80,800.53
UNITED STATES TREASURY
912828ZC7
US GOV
1.125
02/28/202502/28/2025N--- 226,943.75 220,000.00 93.7188 06/05/2020 06/09/2020 Aaa AA+ AAA 222,464.44 223,291.68 827.24 -16,283.19 206,181.25 207,008.49
UNITED STATES TREASURY
912828ZW3
US GOV
0.250
06/30/202506/30/2025N--- 253,894.34 255,000.00 91.3086 11/02/2020 11/04/2020 Aaa AA+ AAA 254,523.45 254,525.18 1.73 -21,686.54 232,836.91 232,838.65
UNITED STATES TREASURY
912828ZT0
US GOV
0.250
05/31/202505/31/2025N--- 233,971.88 235,000.00 91.4961 12/03/2020 12/04/2020 Aaa AA+ AAA 234,559.39 234,609.15 49.76 -19,543.57 215,015.82 215,065.58
UNITED STATES TREASURY
91282CAT8
US GOV
0.250
10/31/202510/31/2025N--- 59,547.66 60,000.00 90.2422 01/06/2021 01/08/2021 Aaa AA+ AAA 59,779.62 59,804.89 25.27 -5,634.31 54,145.31 54,170.58
UNITED STATES TREASURY
912828ZT0
US GOV
0.250
05/31/202505/31/2025N--- 189,094.53 190,000.00 91.4961 01/06/2021 01/08/2021 Aaa AA+ AAA 189,603.48 189,643.72 40.23 -15,760.91 173,842.58 173,882.81
UNITED STATES TREASURY
91282CAZ4
US GOV
0.375
11/30/202511/30/2025N--- 204,375.39 205,000.00 90.2500 02/04/2021 02/05/2021 Aaa AA+ AAA 204,685.15 204,750.27 65.11 -19,672.65 185,012.50 185,077.61
UNITED STATES TREASURY
912828ZL7
US GOV
0.375
04/30/202504/30/2025N--- 154,461.13 155,000.00 91.9922 02/24/2021 02/26/2021 Aaa AA+ AAA 154,762.33 154,860.26 97.93 -12,174.44 142,587.89 142,685.82
UNITED STATES TREASURY
91282CBC4
US GOV
0.375
12/31/202512/31/2025N--- 153,395.51 155,000.00 90.1172 02/24/2021 02/26/2021 Aaa AA+ AAA 154,166.88 154,168.46 1.58 -14,485.24 139,681.64 139,683.22
UNITED STATES TREASURY
91282CBH3
US GOV
0.375
01/31/202601/31/2026N--- 122,236.33 125,000.00 89.7656 03/29/2021 03/31/2021 Aaa AA+ AAA 123,510.42 123,705.95 195.53 -11,303.39 112,207.03 112,402.56
UNITED STATES TREASURY
91282CBT7
US GOV
0.750
03/31/202603/31/2026N--- 299,566.41 300,000.00 90.3633 05/06/2021 05/10/2021 Aaa AA+ AAA 299,754.52 300,320.09 565.57 -28,664.68 271,089.84 271,655.42
UNITED STATES TREASURY
91282CCF6
US GOV
0.750
05/31/202605/31/2026N--- 219,028.91 220,000.00 89.7969 06/03/2021 06/07/2021 Aaa AA+ AAA 219,426.77 219,566.52 139.75 -21,873.64 197,553.13 197,692.88 Holdings Report Trade Date San Jacinto, City of (66779)As of 06/30/2023 Return to Table of Contents Dated: 07/07/2023 2 3.A.3.a
Packet Pg. 83
Attachment: 12. 2022-23 Jun Treasurers Report with signature (Treasurer’s Report at June 30, 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
91282CBW0
US GOV
0.750
04/30/202604/30/2026N--- 235,688.48 235,000.00 90.0273 08/05/2021 08/09/2021 Aaa AA+ AAA 235,415.41 235,712.35 296.94 -23,851.15 211,564.26 211,861.20
UNITED STATES TREASURY
91282CCP4
US GOV
0.625
07/31/202607/31/2026N--- 332,579.10 335,000.00 89.0664 09/01/2021 09/03/2021 Aaa AA+ AAA 333,468.77 334,342.13 873.36 -35,096.31 298,372.46 299,245.82
UNITED STATES TREASURY
91282CCJ8
US GOV
0.875
06/30/202606/30/2026N--- 124,804.69 125,000.00 90.0781 10/04/2021 10/06/2021 Aaa AA+ AAA 124,875.56 124,878.53 2.97 -12,277.90 112,597.66 112,600.63
UNITED STATES TREASURY
91282CBQ3
US GOV
0.500
02/28/202602/28/2026N--- 326,520.31 335,000.00 89.8125 10/28/2021 10/29/2021 Aaa AA+ AAA 329,741.18 330,301.03 559.85 -28,869.30 300,871.88 301,431.73
UNITED STATES TREASURY
912828ZC7
US GOV
1.125
02/28/202502/28/2025N--- 75,647.46 75,000.00 93.7188 10/28/2021 10/29/2021 Aaa AA+ AAA 75,325.57 75,607.59 282.01 -5,036.51 70,289.06 70,571.08
UNITED STATES TREASURY
91282CCZ2
US GOV
0.875
09/30/202609/30/2026N--- 409,050.59 415,000.00 89.4453 10/28/2021 10/29/2021 Aaa AA+ AAA 411,034.47 411,947.24 912.77 -39,836.42 371,198.04 372,110.82
UNITED STATES TREASURY
91282CAB7
US GOV
0.250
07/31/202507/31/2025N--- 170,358.40 175,000.00 90.9805 10/28/2021 10/29/2021 Aaa AA+ AAA 172,405.08 172,587.57 182.49 -13,189.26 159,215.82 159,398.31
UNITED STATES TREASURY
91282CEC1
US GOV
1.875
02/28/202702/28/2027N--- 335,157.03 335,000.00 91.6328 03/09/2022 03/11/2022 Aaa AA+ AAA 335,117.81 337,217.25 2,099.44 -28,147.89 306,969.92 309,069.36
UNITED STATES TREASURY
91282CEF4
US GOV
2.500
03/31/202703/31/2027N--- 78,971.88 80,000.00 93.6836 04/27/2022 04/28/2022 Aaa AA+ AAA 79,205.53 79,708.27 502.73 -4,258.66 74,946.88 75,449.61
UNITED STATES TREASURY
91282CET4
US GOV
2.625
05/31/202705/31/2027N--- 196,085.94 200,000.00 93.9258 06/09/2022 06/10/2022 Aaa AA+ AAA 196,870.81 197,315.48 444.67 -9,019.25 187,851.56 188,296.23
UNITED STATES TREASURY
91282CEW7
US GOV
3.250
06/30/202706/30/2027N--- 136,181.25 135,000.00 96.1445 07/07/2022 07/08/2022 Aaa AA+ AAA 135,962.94 135,974.87 11.92 -6,167.83 129,795.12 129,807.04
UNITED STATES TREASURY
9128282R0
US GOV
2.250
08/15/202708/15/2027N--- 371,429.30 390,000.00 92.4063 08/29/2022 08/30/2022 Aaa AA+ AAA 374,353.70 377,650.39 3,296.69 -13,969.33 360,384.38 363,681.06
UNITED STATES TREASURY
91282CEN7
US GOV
2.750
04/30/202704/30/2027N--- 219,541.99 225,000.00 94.4297 08/29/2022 08/30/2022 Aaa AA+ AAA 220,465.65 221,508.11 1,042.46 -7,998.85 212,466.80 213,509.26
UNITED STATES TREASURY
912828YV6
US GOV
1.500
11/30/202411/30/2024N--- 353,759.77 375,000.00 94.9258 11/28/2022 11/29/2022 Aaa AA+ AAA 359,803.66 360,280.09 476.43 -3,831.98 355,971.68 356,448.11
UNITED STATES TREASURY
91282CAL5
US GOV
0.375
09/30/202709/30/2027N--- 359,158.20 425,000.00 85.0742 11/28/2022 11/29/2022 Aaa AA+ AAA 366,518.59 366,919.21 400.61 -4,953.16 361,565.43 361,966.05
UNITED STATES TREASURY
91282CFZ9
US GOV
3.875
11/30/202711/30/2027N--- 541,415.82 535,000.00 98.5508 01/26/2023 01/30/2023 Aaa AA+ AAA 540,922.79 542,678.72 1,755.93 -13,676.11 527,246.68 529,002.60 Holdings Report Trade Date San Jacinto, City of (66779)As of 06/30/2023 Return to Table of Contents Dated: 07/07/2023 3 3.A.3.a
Packet Pg. 84
Attachment: 12. 2022-23 Jun Treasurers Report with signature (Treasurer’s Report at June 30, 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
91282CFE6
US GOV
3.125
08/15/202508/15/2025N--- 163,777.73 170,000.00 96.5664 03/09/2023 03/13/2023 Aaa AA+ AAA 164,522.64 166,518.50 1,995.86 -359.75 164,162.89 166,158.75
UNITED STATES TREASURY
91282CBB6
US GOV
0.625
12/31/202712/31/2027N--- 312,635.55 370,000.00 85.4219 03/09/2023 03/13/2023 Aaa AA+ AAA 315,937.33 315,943.62 6.28 123.61 316,060.94 316,067.22
UNITED STATES TREASURY
91282CBS9
US GOV
1.250
03/31/202803/31/2028N--- 223,007.81 250,000.00 87.4766 05/01/2023 05/03/2023 Aaa AA+ AAA 223,824.03 224,609.55 785.52 -5,132.62 218,691.40 219,476.92
UNITED STATES TREASURY
912828U24
US GOV
2.000
11/15/202611/15/2026N--- 103,541.80 110,000.00 92.4609 05/01/2023 05/03/2023 Aaa AA+ AAA 103,819.76 104,100.73 280.98 -2,112.72 101,707.03 101,988.01
UNITED STATES TREASURY
91282CFW6
US GOV
4.500
11/15/202511/15/2025N--- 159,650.00 160,000.00 99.4648 06/22/2023 06/26/2023 Aaa AA+ AAA 159,652.12 160,571.68 919.57 -508.37 159,143.75 160,063.32
UNITED STATES TREASURY
91282CFM8
US GOV
4.125
09/30/202709/30/2027N--- 179,690.63 180,000.00 99.4063 06/22/2023 06/26/2023 Aaa AA+ AAA 179,692.01 181,558.40 1,866.39 -760.76 178,931.25 180,797.64
UNITED STATES TREASURY
91282CHH7
US GOV
4.125
06/15/202606/15/2026N--- 109,248.05 110,000.00 98.9609 06/22/2023 06/26/2023 Aaa AA+ AAA 109,251.36 109,449.72 198.36 -394.33 108,857.03 109,055.39
UNITED STATES TREASURY
91282CCE9
US GOV
1.250
05/31/202805/31/2028N--- 65,619.14 75,000.00 87.1836 06/22/2023 06/26/2023 Aaa AA+ AAA 65,642.86 65,722.27 79.41 -255.17 65,387.70 65,467.10
UNITED STATES TREASURY
91282CHE4
US GOV
3.625
05/31/202805/31/2028N--- 112,906.64 115,000.00 97.7813 06/22/2023 06/26/2023 Aaa AA+ AAA 112,912.01 113,265.10 353.09 -463.57 112,448.44 112,801.53
UNITED STATES TREASURY
912828YY0
US GOV
1.750
12/31/202412/31/2024N--- 223,718.16 235,000.00 95.0547 06/27/2023 06/28/2023 Aaa AA+ AAA 223,778.15 223,789.33 11.18 -399.64 223,378.52 223,389.69
UNITED STATES TREASURY
91282CFW6
US GOV
4.500
11/15/202511/15/2025N--- 114,694.53 115,000.00 99.4648 06/27/2023 06/28/2023 Aaa AA+ AAA 114,695.63 115,356.56 660.94 -311.06 114,384.57 115,045.51 ------------
03/04/202603/05/2026------
11,301,915.8811,546,527.91
---
------
Aa1AAAA+
11,324,824.5211,359,420.13
34,595.61
-586,208.15
10,738,616.3710,773,211.98
Holdings Report Trade Date San Jacinto, City of (66779)As of 06/30/2023 Return to Table of Contents Dated: 07/07/2023 4 3.A.3.a
Packet Pg. 85
Attachment: 12. 2022-23 Jun Treasurers Report with signature (Treasurer’s Report at June 30, 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
91282CCE9UNITED STATES TREASURY
05/31/2028 75,000.00 12.81 0.00
0.00 23.72 0.00 0.00 36.53 0.00
0.00 91282CHE4UNITED STATES TREASURY
05/31/2028 115,000.00 56.95 0.00
0.00 5.37 0.00 0.00 62.32 0.00
0.00 91282CBS9UNITED STATES TREASURY
03/31/2028 250,000.00 256.15 0.00
0.00 415.03 0.00 0.00 671.17 0.00
0.00 91282CBB6UNITED STATES TREASURY
12/31/2027 370,000.00 191.54 0.00
0.00 900.47 0.00 0.00 1,092.01 1,156.25
0.00 91282CFZ9UNITED STATES TREASURY
11/30/2027 535,000.00 1,699.28 0.00
0.00 0.00 -102.13 0.00 1,597.15 0.00
0.00 91282CAL5UNITED STATES TREASURY
09/30/2027 425,000.00 130.64 0.00
0.00 1,037.92 0.00 0.00 1,168.56 0.00
0.00 91282CFM8UNITED STATES TREASURY
09/30/2027 180,000.00 101.43 0.00
0.00 1.38 0.00 0.00 102.81 0.00
0.00 9128282R0UNITED STATES TREASURY
08/15/2027 390,000.00 727.21 0.00
0.00 292.51 0.00 0.00 1,019.72 0.00
0.00 91282CEW7UNITED STATES TREASURY
06/30/2027 135,000.00 363.41 0.00
0.00 0.00 -18.63 0.00 344.77 2,193.75
0.00 91282CET4UNITED STATES TREASURY
05/31/2027 200,000.00 430.33 0.00
0.00 62.02 0.00 0.00 492.35 0.00
0.00 20772KTJ8CONNECTICUT ST
05/15/2027 60,000.00 75.75 0.00
0.00 0.00 -6.84 0.00 68.91 0.00
0.00 91282CEN7UNITED STATES TREASURY
04/30/2027 225,000.00 504.42 0.00
0.00 90.79 0.00 0.00 595.21 0.00
0.00 91282CEF4UNITED STATES TREASURY
03/31/2027 80,000.00 163.93 0.00
0.00 16.49 0.00 0.00 180.43 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 335,000.00 512.06 0.00
0.00 0.00 -2.53 0.00 509.53 0.00
0.00 912828U24UNITED STATES TREASURY
11/15/2026 110,000.00 179.35 0.00
0.00 140.82 0.00 0.00 320.17 0.00
0.00 91282CCZ2UNITED STATES TREASURY
09/30/2026 415,000.00 297.64 0.00
0.00 98.17 0.00 0.00 395.82 0.00
0.00 91282CCP4UNITED STATES TREASURY
07/31/2026 335,000.00 173.52 0.00
0.00 40.62 0.00 0.00 214.14 0.00
0.00 91282CCJ8UNITED STATES TREASURY
06/30/2026 125,000.00 90.60 0.00
0.00 3.38 0.00 0.00 93.98 546.88
0.00 91282CHH7UNITED STATES TREASURY
06/15/2026 110,000.00 61.99 0.00
0.00 3.31 0.00 0.00 65.30 0.00
0.00 91282CCF6UNITED STATES TREASURY
05/31/2026 220,000.00 135.25 0.00
0.00 15.94 0.00 0.00 151.19 0.00
0.00 91282CBW0UNITED STATES TREASURY
04/30/2026 235,000.00 143.68 0.00
0.00 0.00 -11.85 0.00 131.83 0.00
0.00 91282CBT7UNITED STATES TREASURY
03/31/2026 300,000.00 184.43 0.00
0.00 7.24 0.00 0.00 191.67 0.00
0.00 194162AQ6COLGATE-PALMOLIVE CO
03/02/2026 30,000.00 120.00 0.00
0.00 0.90 0.00 0.00 120.90 0.00
0.00 91282CBQ3UNITED STATES TREASURY
02/28/2026 335,000.00 136.55 0.00
0.00 158.35 0.00 0.00 294.90 0.00
0.00 713448FQ6PEPSICO INC
02/13/2026 120,000.00 455.00 0.00
0.00 1.77 0.00 0.00 456.77 0.00
0.00 91282CBH3UNITED STATES TREASURY
01/31/2026 125,000.00 38.85 0.00
0.00 47.21 0.00 0.00 86.06 0.00
0.00 91282CBC4UNITED STATES TREASURY
12/31/2025 155,000.00 48.15 0.00
0.00 27.39 0.00 0.00 75.54 290.63
0.00 91282CAZ4UNITED STATES TREASURY
11/30/2025 205,000.00 63.01 0.00
0.00 10.64 0.00 0.00 73.65 0.00
0.00 91282CFW6UNITED STATES TREASURY
11/15/2025 160,000.00 97.83 0.00
0.00 2.12 0.00 0.00 99.94 0.00
0.00 Income Detail Report Trade Date San Jacinto, City of (66779)06/01/2023 - 06/30/2023 Return to Table of Contents Dated: 07/07/2023 5 3.A.3.a
Packet Pg. 86
Attachment: 12. 2022-23 Jun Treasurers Report with signature (Treasurer’s Report at June 30, 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
91282CFW6UNITED STATES TREASURY
11/15/2025 115,000.00 42.19 0.00
0.00 1.10 0.00 0.00 43.28 0.00
0.00 91282CAT8UNITED STATES TREASURY
10/31/2025 60,000.00 12.23 0.00
0.00 7.67 0.00 0.00 19.90 0.00
0.00 3135G05X7FEDERAL NATIONAL MORTGAGE ASSOCIATION
08/25/2025 415,000.00 129.69 0.00
0.00 32.26 0.00 0.00 161.95 0.00
0.00 194162AM5COLGATE-PALMOLIVE CO
08/15/2025 45,000.00 116.25 0.00
0.00 1.11 0.00 0.00 117.36 0.00
0.00 91282CFE6UNITED STATES TREASURY
08/15/2025 170,000.00 440.26 0.00
0.00 203.16 0.00 0.00 643.42 0.00
0.00 91282CAB7UNITED STATES TREASURY
07/31/2025 175,000.00 36.26 0.00
0.00 102.05 0.00 0.00 138.31 0.00
0.00 912828ZW3UNITED STATES TREASURY
06/30/2025 255,000.00 52.80 0.00
0.00 19.68 0.00 0.00 72.48 318.75
0.00 912828ZT0UNITED STATES TREASURY
05/31/2025 235,000.00 48.16 0.00
0.00 18.80 0.00 0.00 66.96 0.00
0.00 912828ZT0UNITED STATES TREASURY
05/31/2025 190,000.00 38.93 0.00
0.00 16.92 0.00 0.00 55.86 0.00
0.00 912828ZL7UNITED STATES TREASURY
04/30/2025 155,000.00 47.38 0.00
0.00 10.54 0.00 0.00 57.92 0.00
0.00 437076CM2HOME DEPOT INC
04/15/2025 60,000.00 135.00 0.00
0.00 2.79 0.00 0.00 137.79 0.00
0.00 3130AJHU6FEDERAL HOME LOAN BANKS
04/14/2025 225,000.00 93.75 0.00
0.00 18.40 0.00 0.00 112.15 0.00
0.00 023135CE4AMAZON.COM INC
04/13/2025 295,000.00 737.50 0.00
0.00 12.71 0.00 0.00 750.21 0.00
0.00 912828ZC7UNITED STATES TREASURY
02/28/2025 220,000.00 201.77 0.00
0.00 0.00 -120.12 0.00 81.64 0.00
0.00 912828ZC7UNITED STATES TREASURY
02/28/2025 75,000.00 68.78 0.00
0.00 0.00 -15.81 0.00 52.97 0.00
0.00 3137EAEP0FEDERAL HOME LOAN MORTGAGE CORP
02/12/2025 300,000.00 375.00 0.00
0.00 3.88 0.00 0.00 378.88 0.00
0.00 912828YY0UNITED STATES TREASURY
12/31/2024 85,000.00 123.21 0.00
0.00 0.00 -59.65 0.00 63.56 743.75
0.00 912828YY0UNITED STATES TREASURY
12/31/2024 235,000.00 33.90 0.00
0.00 59.99 0.00 0.00 93.89 2,056.25
0.00 912828YV6UNITED STATES TREASURY
11/30/2024 375,000.00 461.07 0.00
0.00 859.50 0.00 0.00 1,320.56 0.00
0.00 14913R2P1CATERPILLAR FINANCIAL SERVICES CORP
09/13/2024 180,000.00 90.00 0.00
0.00 6.67 0.00 0.00 96.67 0.00
0.00 89236TJN6TOYOTA MOTOR CREDIT CORP
09/13/2024 280,000.00 145.83 0.00
0.00 3.58 0.00 0.00 149.42 0.00
0.00 912828YE4UNITED STATES TREASURY
08/31/2024 0.00 254.75 0.00
-12,188.57
84.10 0.00 0.00 -11,849.72 0.00
0.00 912828YE4UNITED STATES TREASURY
08/31/2024 0.00 314.20 0.00
-18,454.61
0.00 -91.78 0.00 -18,232.20 0.00
0.00 69371RR40PACCAR FINANCIAL CORP
08/09/2024 100,000.00 41.67 0.00
0.00 1.49 0.00 0.00 43.16 0.00
0.00 69371RR81PACCAR FINANCIAL CORP
06/13/2024 140,000.00 367.50 0.00
0.00 1.32 0.00 0.00 368.82 2,205.00
0.00 023135BW5AMAZON.COM INC
05/12/2024 145,000.00 54.38 0.00
0.00 5.77 0.00 0.00 60.15 0.00
0.00 US3137BWWD24FHMS K-725 A2
01/25/2024 270,974.61 677.89 0.00
0.00 0.00 -199.64 0.00 478.25 678.82
0.00 14913R2S5CATERPILLAR FINANCIAL SERVICES CORP
01/10/2024 110,000.00 87.08 0.00
0.00 0.73 0.00 0.00 87.81 0.00
0.00 713448FB9PEPSICO INC
10/07/2023 85,000.00 28.33 0.00
0.00 1.33 0.00 0.00 29.66 0.00
0.00 3137B4WB8FHMS K-033 A2
07/25/2023 13,287.54 33.89 0.00
0.00 50.12 0.00 0.00 84.00 309.33
0.00 Income Detail Report Trade Date San Jacinto, City of (66779)06/01/2023 - 06/30/2023 Return to Table of Contents Dated: 07/07/2023 6 3.A.3.a
Packet Pg. 87
Attachment: 12. 2022-23 Jun Treasurers Report with signature (Treasurer’s Report at June 30, 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
31846V203FIRST AMER:GVT OBLG Y
06/30/2023 62,265.76 432.16 0.00
0.00 0.00 0.00 0.00 432.16 289.07
432.16
931142EK5WALMART INC
06/26/2023 0.00 531.25 0.00
0.00 0.00 0.00 0.00 531.25 3,825.00
0.00 ------
03/05/2026 11,546,527.91 14,189.37 0.01
-30,643.18
4,929.26 -628.98 0.00 -12,153.52 14,613.48
432.16
Income Detail Report Trade Date San Jacinto, City of (66779)06/01/2023 - 06/30/2023 Return to Table of Contents Dated: 07/07/2023 7 3.A.3.a
Packet Pg. 88
Attachment: 12. 2022-23 Jun Treasurers Report with signature (Treasurer’s Report at June 30, 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 05/31/2023 --- 0.00 0.00 289.073137B4WB8 FHMS K-033 A2 0.00 Coupon 06/01/2023 --- 0.00 0.00 309.333137B4WB8 FHMS K-033 A2 -108,017.39 Principal Paydown 06/01/2023 --- -108,017.39 0.00 108,017.39US3137BWWD24 FHMS K-725 A2 0.00 Coupon 06/01/2023 --- 0.00 0.00 678.82US3137BWWD24 FHMS K-725 A2 -373.13 Principal Paydown 06/01/2023 --- -373.13 0.00 373.1331846V203 FIRST AMER:GVT OBLG Y 289.07 Buy 06/02/2023 1.000 289.07 0.00 -289.0731846V203 FIRST AMER:GVT OBLG Y 2,205.00 Buy 06/13/2023 1.000 2,205.00 0.00 -2,205.0069371RR81 PACCAR FINANCIAL CORP 0.00 Coupon 06/13/2023 --- 0.00 0.00 2,205.0031846V203 FIRST AMER:GVT OBLG Y -61,152.00 Sell 06/22/2023 1.000 -61,152.00 0.00 61,152.0020772KTJ8 CONNECTICUT ST 60,000.00 Buy 06/22/2023 101.920 61,152.00 0.00 -61,152.00CCYUSD US DOLLAR 0.00 Cash Transfer 06/23/2023 --- 0.00 0.00 -104.1731846V203 FIRST AMER:GVT OBLG Y -104.17 Sell 06/23/2023 1.000 -104.17 0.00 104.1731846V203 FIRST AMER:GVT OBLG Y 349,120.50 Buy 06/26/2023 1.000 349,120.50 0.00 -349,120.5031846V203 FIRST AMER:GVT OBLG Y 1,051.95 Buy 06/26/2023 1.000 1,051.95 0.00 -1,051.95931142EK5 WALMART INC 0.00 Coupon 06/26/2023 --- 0.00 0.00 3,825.00931142EK5 WALMART INC -225,000.00 Maturity 06/26/2023 100.000 -225,000.00 0.00 225,000.00912828YE4 UNITED STATES TREASURY -670,000.00 Sell 06/26/2023 95.445 -639,483.59 -30,643.18 642,169.0591282CCE9 UNITED STATES TREASURY 75,000.00 Buy 06/26/2023 87.492 65,619.14 0.00 -65,685.7491282CFM8 UNITED STATES TREASURY 180,000.00 Buy 06/26/2023 99.828 179,690.63 0.00 -181,455.5991282CFW6 UNITED STATES TREASURY 160,000.00 Buy 06/26/2023 99.781 159,650.00 0.00 -160,471.7491282CHE4 UNITED STATES TREASURY 115,000.00 Buy 06/26/2023 98.180 112,906.64 0.00 -113,202.7891282CHH7 UNITED STATES TREASURY 110,000.00 Buy 06/26/2023 99.316 109,248.05 0.00 -109,384.4231846V203 FIRST AMER:GVT OBLG Y -341,064.97 Sell 06/28/2023 1.000 -341,064.97 0.00 341,064.97912828YY0 UNITED STATES TREASURY 235,000.00 Buy 06/28/2023 95.199 223,718.16 0.00 -225,751.6991282CFW6 UNITED STATES TREASURY 115,000.00 Buy 06/28/2023 99.734 114,694.53 0.00 -115,313.2831846V203 FIRST AMER:GVT OBLG Y 7,306.26 Buy 06/30/2023 1.000 7,306.26 0.00 -7,306.2631846V203 FIRST AMER:GVT OBLG Y 0.00 Money Market Funds 06/30/2023 --- 0.00 0.00 432.16912828YY0 UNITED STATES TREASURY 0.00 Coupon 06/30/2023 --- 0.00 0.00 2,800.00912828ZW3 UNITED STATES TREASURY 0.00 Coupon 06/30/2023 --- 0.00 0.00 318.7591282CBC4 UNITED STATES TREASURY 0.00 Coupon 06/30/2023 --- 0.00 0.00 290.6391282CBB6 UNITED STATES TREASURY 0.00 Coupon 06/30/2023 --- 0.00 0.00 1,156.2591282CCJ8 UNITED STATES TREASURY 0.00 Coupon 06/30/2023 --- 0.00 0.00 546.8891282CEW7 UNITED STATES TREASURY 0.00 Coupon 06/30/2023 --- 0.00 0.00 2,193.75--- --- 4,261.12 --- --- --- 11,456.68 -30,643.17 432.16 Transactions Realized Gain Loss Report San Jacinto, City of (66779)06/01/2023 - 06/30/2023 Return to Table of Contents Dated: 07/07/2023 8 3.A.3.a
Packet Pg. 89
Attachment: 12. 2022-23 Jun Treasurers Report with signature (Treasurer’s Report at June 30, 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 0.843 0.499 5.393 05/12/2024
05/12/2024
88.81 144,938.70
145,027.52
139,009.49139,098.30
1.294%
023135CE4 CORP AMAZON.COM INC
Amazon.com, Inc.
295,000.00 Fixed N 1.698 3.056 5.100 04/13/2025
04/13/2025
1,917.50 294,716.06
296,633.56
284,535.39286,452.89
2.650%
--- CORP AMAZON.COM INC
Amazon.com, Inc.
440,000.00 Fixed N 1.418 2.216 5.196 12/24/2024
12/24/2024
2,006.31 439,654.77
441,661.08
423,544.88425,551.20
3.944%
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 1.166 0.646 5.490 09/13/2024
09/13/2024
324.00 179,901.35
180,225.35
169,886.91170,210.91
1.582%
14913R2S5 CORP CATERPILLAR FINANCIAL SERVICES
CORPCaterpillar Inc.
110,000.00 Fixed N 0.511 0.958 5.547 01/10/2024
01/10/2024
496.38 109,995.35
110,491.72
107,404.53107,900.91
1.000%
--- CORP CATERPILLAR FINANCIAL SERVICES
CORPCaterpillar Inc.
290,000.00 Fixed N 0.912 0.765 5.512 06/09/2024
06/09/2024
820.38 289,896.70
290,717.07
277,291.44278,111.82
2.582%
Issuer Concentration with Yield GASB 40 Trade Date San Jacinto, City of (66779)As of 06/30/2023 Return to Table of Contents Dated: 07/07/2023 9 3.A.3.a
Packet Pg. 90
Attachment: 12. 2022-23 Jun Treasurers Report with signature (Treasurer’s Report at June 30, 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 1.998 3.132 4.976 08/15/2025
08/15/2025
527.00 44,970.59
45,497.59
43,315.5343,842.53
0.403%
194162AQ6 CORP COLGATE-PALMOLIVE CO
Colgate-Palmolive Company
30,000.00 Fixed N 2.445 4.842 4.665 03/02/2026
03/02/2026
480.00 29,968.84
30,448.84
30,099.0930,579.09
0.280%
--- CORP COLGATE-PALMOLIVE CO
Colgate-Palmolive Company
75,000.00 Fixed N 2.182 3.818 4.848 11/05/2025
11/05/2025
1,007.00 74,939.43
75,946.43
73,414.6274,421.62
0.684%
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 1.738 0.601 4.929 04/14/2025
04/14/2025
240.63 224,596.91
224,837.54
208,131.23208,371.86
1.938%
3130AJHU6 AGCY BOND FEDERAL HOME LOAN BANKS
Federal Home Loan Banks
225,000.00 Fixed N 1.738 0.601 4.929 04/14/2025
04/14/2025
240.63 224,596.91
224,837.54
208,131.23208,371.86
1.938%
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
13,287.54 Variable Y 0.068 0.142 5.451 07/01/2023
07/25/2023
33.88 13,287.54
13,321.43
13,239.0113,272.89
0.123%
US3137BWWD24 FHLMC FHMS K-725 A2
Federal Home Loan Mortgage Corporation
270,974.61 Variable Y 0.485 2.119 5.642 01/01/2024
01/25/2024
677.89 271,634.56
272,312.45
266,986.65267,664.54
2.486%
3137EAEP0 AGCY BOND FEDERAL HOME LOAN MORTGAGE
CORPFederal Home Loan Mortgage Corporation
300,000.00 Fixed N 1.553 1.516 5.166 02/12/2025
02/12/2025
1,737.50 299,923.33
301,660.83
283,146.28284,883.78
2.637%
--- --- ---
Federal Home Loan Mortgage Corporation
584,262.15 --- --- 1.013 1.765 5.398 07/20/2024
08/01/2024
2,449.27 584,845.43
587,294.70
563,371.94565,821.21
5.246%
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 2.092 0.470 4.840 08/25/2025
08/25/2025
544.69 414,157.63
414,702.32
377,546.37378,091.06
3.516%
3135G05X7 AGCY BOND FEDERAL NATIONAL MORTGAGE
ASSOCIATIONFederal National Mortgage Association
415,000.00 Fixed N 2.092 0.470 4.840 08/25/2025
08/25/2025
544.69 414,157.63
414,702.32
377,546.37378,091.06
3.516%
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 1.075 0.518 5.536 08/09/2024
08/09/2024
197.22 99,979.97
100,177.19
94,657.4694,854.68
0.881%
69371RR81 CORP PACCAR FINANCIAL CORP
PACCAR Inc
140,000.00 Fixed N 0.920 3.162 5.471 06/13/2024
06/13/2024
220.50 139,984.45
140,204.95
137,019.98137,240.48
1.276%
Issuer Concentration with Yield GASB 40 Trade Date San Jacinto, City of (66779)As of 06/30/2023 Return to Table of Contents Dated: 07/07/2023 10 3.A.3.a
Packet Pg. 91
Attachment: 12. 2022-23 Jun Treasurers Report with signature (Treasurer’s Report at June 30, 2023) PepsiCo, Inc.
State of CaliforniaState of ConnecticutThe Home Depot, Inc.Toyota Motor Corporation Identifier Security Type Description,
Issuer Concentration
Ending Current Units Coupon Type Calla
ble
Duration Book
Yield
Yield Ending
EffectiveMaturity,Final Maturity
Ending Accrued
Balance
Ending Book Value,
Book Value + Accrued
Market Value,
Ending Market Value +
Accrued
% of MarketValue
--- CORP PACCAR FINANCIAL CORP
PACCAR Inc
240,000.00 Fixed N 0.983 2.060 5.498 07/06/2024
07/06/2024
417.72 239,964.41
240,382.14
231,677.44232,095.16
2.157%
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 0.266 0.419 4.742 10/07/2023
10/07/2023
79.33 84,995.65
85,074.99
84,017.1484,096.47
0.782%
713448FQ6 CORP PEPSICO INC
PepsiCo, Inc.
120,000.00 Fixed Y 2.337 4.571 4.668 02/13/2026
02/13/2026
2,062.67 119,938.43
122,001.10
119,648.67121,711.34
1.114%
--- CORP PEPSICO INC
PepsiCo, Inc.
205,000.00 Fixed --- 1.491 2.865 4.698 02/27/2025
02/27/2025
2,142.00 204,934.09
207,076.09
203,665.80205,807.80
1.897%
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 3.279 4.847 4.915 03/01/2027
03/01/2027
1,712.25 120,000.00
121,712.25
119,715.60121,427.85
1.115%
13063D3N6 MUNI CALIFORNIA ST
State of California
120,000.00 Fixed N 3.279 4.847 4.915 03/01/2027
03/01/2027
1,712.25 120,000.00
121,712.25
119,715.60121,427.85
1.115%
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
20772KTJ8 MUNI CONNECTICUT ST
State of Connecticut
60,000.00 Fixed N 3.484 4.509 4.744 05/15/2027
05/15/2027
75.75 61,145.16
61,220.91
60,639.6060,715.35
0.565%
20772KTJ8 MUNI CONNECTICUT ST
State of Connecticut
60,000.00 Fixed N 3.484 4.509 4.744 05/15/2027
05/15/2027
75.75 61,145.16
61,220.91
60,639.6060,715.35
0.565%
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 1.702 2.760 5.128 04/15/2025
04/15/2025
342.00 59,937.64
60,279.64
57,534.1557,876.15
0.536%
437076CM2 CORP HOME DEPOT INC
The Home Depot, Inc.
60,000.00 Fixed Y 1.702 2.760 5.128 04/15/2025
04/15/2025
342.00 59,937.64
60,279.64
57,534.1557,876.15
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 1.166 0.641 5.472 09/13/2024
09/13/2024
525.00 279,947.02
280,472.02
264,406.00264,931.00
2.462%
Issuer Concentration with Yield GASB 40 Trade Date San Jacinto, City of (66779)As of 06/30/2023 Return to Table of Contents Dated: 07/07/2023 11 3.A.3.a
Packet Pg. 92
Attachment: 12. 2022-23 Jun Treasurers Report with signature (Treasurer’s Report at June 30, 2023) U.S. Bancorp Asset Management, Inc.
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
89236TJN6 CORP TOYOTA MOTOR CREDIT CORP
Toyota Motor Corporation
280,000.00 Fixed N 1.166 0.641 5.472 09/13/2024
09/13/2024
525.00 279,947.02
280,472.02
264,406.00264,931.00
2.462%
Identifier Security Type Description,
Issuer Concentration
Ending Current Units Coupon Type Calla
ble
Duration Book
Yield
Yield Ending
EffectiveMaturity,Final Maturity
Ending Accrued
Balance
Ending Book Value,
Book Value + Accrued
Market Value,
Ending Market Value +
Accrued
% of MarketValue
31846V203 MMFUND FIRST AMER:GVT OBLG Y
U.S. Bancorp Asset Management, Inc.
62,265.76 Fixed N 0.000 4.710 4.710 06/30/2023
06/30/2023
0.00 62,265.76
62,265.76
62,265.7662,265.76
0.580%
31846V203 MMFUND FIRST AMER:GVT OBLG Y
U.S. Bancorp Asset Management, Inc.
62,265.76 Fixed N 0.000 4.710 4.710 06/30/2023
06/30/2023
0.00 62,265.76
62,265.76
62,265.7662,265.76
0.580%
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
912828YY0 US GOV UNITED STATES TREASURY
United States
85,000.00 Fixed N 1.449 0.888 5.220 12/31/2024
12/31/2024
4.04 86,087.70
86,091.74
80,796.4880,800.53
0.752%
912828ZC7 US GOV UNITED STATES TREASURY
United States
220,000.00 Fixed N 1.610 0.449 5.099 02/28/2025
02/28/2025
827.24 222,464.44
223,291.68
206,181.25207,008.49
1.920%
912828ZW3 US GOV UNITED STATES TREASURY
United States
255,000.00 Fixed N 1.949 0.344 4.863 06/30/2025
06/30/2025
1.73 254,523.45
254,525.18
232,836.91232,838.65
2.168%
912828ZT0 US GOV UNITED STATES TREASURY
United States
235,000.00 Fixed N 1.868 0.348 4.952 05/31/2025
05/31/2025
49.76 234,559.39
234,609.15
215,015.82215,065.58
2.002%
91282CAT8 US GOV UNITED STATES TREASURY
United States
60,000.00 Fixed N 2.274 0.408 4.713 10/31/2025
10/31/2025
25.27 59,779.62
59,804.89
54,145.3154,170.58
0.504%
912828ZT0 US GOV UNITED STATES TREASURY
United States
190,000.00 Fixed N 1.868 0.359 4.952 05/31/2025
05/31/2025
40.23 189,603.48
189,643.72
173,842.58173,882.81
1.619%
91282CAZ4 US GOV UNITED STATES TREASURY
United States
205,000.00 Fixed N 2.353 0.439 4.687 11/30/2025
11/30/2025
65.11 204,685.15
204,750.27
185,012.50185,077.61
1.723%
912828ZL7 US GOV UNITED STATES TREASURY
United States
155,000.00 Fixed N 1.784 0.459 4.998 04/30/2025
04/30/2025
97.93 154,762.33
154,860.26
142,587.89142,685.82
1.328%
91282CBC4 US GOV UNITED STATES TREASURY
United States
155,000.00 Fixed N 2.434 0.592 4.605 12/31/2025
12/31/2025
1.58 154,166.88
154,168.46
139,681.64139,683.22
1.301%
91282CBH3 US GOV UNITED STATES TREASURY
United States
125,000.00 Fixed N 2.512 0.842 4.620 01/31/2026
01/31/2026
195.53 123,510.42
123,705.95
112,207.03112,402.56
1.045%
91282CBT7 US GOV UNITED STATES TREASURY
United States
300,000.00 Fixed N 2.661 0.780 4.513 03/31/2026
03/31/2026
565.57 299,754.52
300,320.09
271,089.84271,655.42
2.524%
91282CCF6 US GOV UNITED STATES TREASURY
United States
220,000.00 Fixed N 2.824 0.841 4.521 05/31/2026
05/31/2026
139.75 219,426.77
219,566.52
197,553.13197,692.88
1.840%
91282CBW0 US GOV UNITED STATES TREASURY
United States
235,000.00 Fixed N 2.742 0.687 4.539 04/30/2026
04/30/2026
296.94 235,415.41
235,712.35
211,564.26211,861.20
1.970%
91282CCP4 US GOV UNITED STATES TREASURY
United States
335,000.00 Fixed N 2.984 0.775 4.457 07/31/2026
07/31/2026
873.36 333,468.77
334,342.13
298,372.46299,245.82
2.779%
91282CCJ8 US GOV UNITED STATES TREASURY
United States
125,000.00 Fixed N 2.901 0.909 4.444 06/30/2026
06/30/2026
2.97 124,875.56
124,878.53
112,597.66112,600.63
1.049%
91282CBQ3 US GOV UNITED STATES TREASURY
United States
335,000.00 Fixed N 2.589 1.099 4.600 02/28/2026
02/28/2026
559.85 329,741.18
330,301.03
300,871.88301,431.73
2.802%
912828ZC7 US GOV UNITED STATES TREASURY
United States
75,000.00 Fixed N 1.610 0.862 5.099 02/28/2025
02/28/2025
282.01 75,325.57
75,607.59
70,289.0670,571.08
0.655%
91282CCZ2 US GOV UNITED STATES TREASURY
United States
415,000.00 Fixed N 3.134 1.176 4.394 09/30/2026
09/30/2026
912.77 411,034.47
411,947.24
371,198.04372,110.82
3.457%
91282CAB7 US GOV UNITED STATES TREASURY
United States
175,000.00 Fixed N 2.030 0.971 4.849 07/31/2025
07/31/2025
182.49 172,405.08
172,587.57
159,215.82159,398.31
1.483%
Issuer Concentration with Yield GASB 40 Trade Date San Jacinto, City of (66779)As of 06/30/2023 Return to Table of Contents Dated: 07/07/2023 12 3.A.3.a
Packet Pg. 93
Attachment: 12. 2022-23 Jun Treasurers Report with signature (Treasurer’s Report at June 30, 2023) 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
91282CEC1 US GOV UNITED STATES TREASURY
United States
335,000.00 Fixed N 3.458 1.865 4.368 02/28/2027
02/28/2027
2,099.44 335,117.81
337,217.25
306,969.92309,069.36
2.859%
91282CEF4 US GOV UNITED STATES TREASURY
United States
80,000.00 Fixed N 3.499 2.781 4.342 03/31/2027
03/31/2027
502.73 79,205.53
79,708.27
74,946.8875,449.61
0.698%
91282CET4 US GOV UNITED STATES TREASURY
United States
200,000.00 Fixed N 3.655 3.052 4.327 05/31/2027
05/31/2027
444.67 196,870.81
197,315.48
187,851.56188,296.23
1.749%
91282CEW7 US GOV UNITED STATES TREASURY
United States
135,000.00 Fixed N 3.698 3.059 4.310 06/30/2027
06/30/2027
11.92 135,962.94
135,974.87
129,795.12129,807.04
1.209%
9128282R0 US GOV UNITED STATES TREASURY
United States
390,000.00 Fixed N 3.839 3.299 4.276 08/15/2027
08/15/2027
3,296.69 374,353.70
377,650.39
360,384.38363,681.06
3.356%
91282CEN7 US GOV UNITED STATES TREASURY
United States
225,000.00 Fixed N 3.565 3.315 4.342 04/30/2027
04/30/2027
1,042.46 220,465.65
221,508.11
212,466.80213,509.26
1.979%
912828YV6 US GOV UNITED STATES TREASURY
United States
375,000.00 Fixed N 1.371 4.489 5.259 11/30/2024
11/30/2024
476.43 359,803.66
360,280.09
355,971.68356,448.11
3.315%
91282CAL5 US GOV UNITED STATES TREASURY
United States
425,000.00 Fixed N 4.126 3.924 4.249 09/30/2027
09/30/2027
400.61 366,518.59
366,919.21
361,565.43361,966.05
3.367%
91282CFZ9 US GOV UNITED STATES TREASURY
United States
535,000.00 Fixed N 4.003 3.602 4.237 11/30/2027
11/30/2027
1,755.93 540,922.79
542,678.72
527,246.68529,002.60
4.910%
91282CFE6 US GOV UNITED STATES TREASURY
United States
170,000.00 Fixed N 2.001 4.738 4.841 08/15/2025
08/15/2025
1,995.86 164,522.64
166,518.50
164,162.89166,158.75
1.529%
91282CBB6 US GOV UNITED STATES TREASURY
United States
370,000.00 Fixed N 4.347 4.227 4.215 12/31/2027
12/31/2027
6.28 315,937.33
315,943.62
316,060.94316,067.22
2.943%
91282CBS9 US GOV UNITED STATES TREASURY
United States
250,000.00 Fixed N 4.507 3.673 4.183 03/31/2028
03/31/2028
785.52 223,824.03
224,609.55
218,691.40219,476.92
2.036%
912828U24 US GOV UNITED STATES TREASURY
United States
110,000.00 Fixed N 3.197 3.791 4.429 11/15/2026
11/15/2026
280.98 103,819.76
104,100.73
101,707.03101,988.01
0.947%
91282CFW6 US GOV UNITED STATES TREASURY
United States
160,000.00 Fixed N 2.215 4.596 4.739 11/15/2025
11/15/2025
919.57 159,652.12
160,571.68
159,143.75160,063.32
1.482%
91282CFM8 US GOV UNITED STATES TREASURY
United States
180,000.00 Fixed N 3.821 4.168 4.278 09/30/2027
09/30/2027
1,866.39 179,692.01
181,558.40
178,931.25180,797.64
1.666%
91282CHH7 US GOV UNITED STATES TREASURY
United States
110,000.00 Fixed N 2.749 4.372 4.503 06/15/2026
06/15/2026
198.36 109,251.36
109,449.72
108,857.03109,055.39
1.014%
91282CCE9 US GOV UNITED STATES TREASURY
United States
75,000.00 Fixed N 4.671 4.077 4.158 05/31/2028
05/31/2028
79.41 65,642.86
65,722.27
65,387.7065,467.10
0.609%
91282CHE4 US GOV UNITED STATES TREASURY
United States
115,000.00 Fixed N 4.439 4.035 4.128 05/31/2028
05/31/2028
353.09 112,912.01
113,265.10
112,448.44112,801.53
1.047%
912828YY0 US GOV UNITED STATES TREASURY
United States
235,000.00 Fixed N 1.449 5.103 5.220 12/31/2024
12/31/2024
11.18 223,778.15
223,789.33
223,378.52223,389.69
2.080%
91282CFW6 US GOV UNITED STATES TREASURY
United States
115,000.00 Fixed N 2.215 4.617 4.739 11/15/2025
11/15/2025
660.94 114,695.63
115,356.56
114,384.57115,045.51
1.065%
--- US GOV UNITED STATES TREASURY
United States
8,490,000.00 Fixed N 2.940 2.341 4.564 08/06/2026
08/06/2026
22,312.62 8,268,539.58
8,290,852.19
7,815,411.527,837,724.14
72.779%
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
--- --- ---
---
11,546,527.91 --- --- 2.538 2.188 4.730 03/04/2026
03/05/2026
34,595.61 11,324,824.52
11,359,420.13
10,738,616.3710,773,211.98
100.000%
Issuer Concentration with Yield GASB 40 Trade Date San Jacinto, City of (66779)As of 06/30/2023 Return to Table of Contents Dated: 07/07/2023 13 3.A.3.a
Packet Pg. 94
Attachment: 12. 2022-23 Jun Treasurers Report with signature (Treasurer’s Report at June 30, 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
2.644% Fixed N 1.553 AA+
Aaa
300,000.00 02/12/2025
02/12/2025
1.5165.166
1,737.50 299,769.00 299,923.33
301,660.83
283,146.28284,883.78
3130AJHU6FEDERAL HOME LOAN BANKSAGCY BOND
1.934% Fixed N 1.738 AA+
Aaa
225,000.00 04/14/2025
04/14/2025
0.6014.929
240.63 223,884.00 224,596.91
224,837.54
208,131.23208,371.86
3135G05X7FEDERAL NATIONAL MORTGAGEASSOCIATIONAGCY BOND
3.510% Fixed N 2.092 AA+
Aaa
415,000.00 08/25/2025
08/25/2025
0.4704.840
544.69 413,057.80 414,157.63
414,702.32
377,546.37378,091.06
------AGCY BOND
8.088% Fixed N 1.831 AA+
Aaa
940,000.00 05/22/2025
05/22/2025
0.8374.968
2,522.81 936,710.80 938,677.87
941,200.68
868,823.89871,346.70
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
713448FB9PEPSICO INCCORP
0.781% Fixed N 0.266 A+
A1
85,000.00 10/07/2023
10/07/2023
0.4194.742
79.33 84,951.55 84,995.65
85,074.99
84,017.1484,096.47
14913R2S5CATERPILLAR FINANCIAL SERVICES CORPCORP
1.002% Fixed N 0.511 A
A2
110,000.00 01/10/2024
01/10/2024
0.9585.547
496.38 109,982.40 109,995.35
110,491.72
107,404.53107,900.91
Security Type GASB 40 Trade Date San Jacinto, City of (66779)As of 06/30/2023 Return to Table of Contents Dated: 07/07/2023 14 3.A.3.a
Packet Pg. 95
Attachment: 12. 2022-23 Jun Treasurers Report with signature (Treasurer’s Report at June 30, 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
023135BW5AMAZON.COM INCCORP
1.291% Fixed N 0.843 AA
A1
145,000.00 05/12/2024
05/12/2024
0.4995.393
88.81 144,788.30 144,938.70
145,027.52
139,009.49139,098.30
69371RR81PACCAR FINANCIAL CORPCORP
1.274% Fixed N 0.920 A+
A1
140,000.00 06/13/2024
06/13/2024
3.1625.471
220.50 139,967.80 139,984.45
140,204.95
137,019.98137,240.48
69371RR40PACCAR FINANCIAL CORPCORP
0.880% Fixed N 1.075 A+
A1
100,000.00 08/09/2024
08/09/2024
0.5185.536
197.22 99,946.00 99,979.97
100,177.19
94,657.4694,854.68
14913R2P1CATERPILLAR FINANCIAL SERVICES CORPCORP
1.580% Fixed N 1.166 A
A2
180,000.00 09/13/2024
09/13/2024
0.6465.490
324.00 179,755.20 179,901.35
180,225.35
169,886.91170,210.91
89236TJN6TOYOTA MOTOR CREDIT CORPCORP
2.459% Fixed N 1.166 A+
A1
280,000.00 09/13/2024
09/13/2024
0.6415.472
525.00 279,868.40 279,947.02
280,472.02
264,406.00264,931.00
023135CE4AMAZON.COM INCCORP
2.659% Fixed N 1.698 AA
A1
295,000.00 04/13/2025
04/13/2025
3.0565.100
1,917.50 294,530.95 294,716.06
296,633.56
284,535.39286,452.89
437076CM2HOME DEPOT INCCORP
0.537% Fixed Y 1.702 A
A2
60,000.00 04/15/2025
04/15/2025
2.7605.128
342.00 59,895.00 59,937.64
60,279.64
57,534.1557,876.15
194162AM5COLGATE-PALMOLIVE COCORP
0.407% Fixed N 1.998 AAAa3 45,000.00 08/15/2025 08/15/2025 3.132 4.976 527.00 44,958.60 44,970.59 45,497.59 43,315.53 43,842.53 713448FQ6PEPSICO INCCORP
1.130% Fixed Y 2.337 A+
A1
120,000.00 02/13/2026
02/13/2026
4.5714.668
2,062.67 119,930.40 119,938.43
122,001.10
119,648.67121,711.34
194162AQ6COLGATE-PALMOLIVE COCORP
0.284% Fixed N 2.445 AAAa3 30,000.00 03/02/2026 03/02/2026 4.842 4.665 480.00 29,965.20 29,968.84 30,448.84 30,099.09 30,579.09 ------CORP
14.284% Fixed --- 1.275 A+
A1
1,590,000.00 11/03/2024
11/03/2024
1.8335.260
7,260.41 1,588,539.80 1,589,274.05
1,596,534.46
1,531,534.341,538,794.75
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
0.123% Variable Y 0.068 AA+
Aaa
13,287.54 07/01/2023
07/25/2023
0.1425.451
33.88 13,741.71 13,287.54
13,321.43
13,239.0113,272.89
US3137BWWD24FHMS K-725 A2FHLMC
2.485% Variable Y 0.485 AAA
Aaa
270,974.61 01/01/2024
01/25/2024
2.1195.642
677.89 279,696.61 271,634.56
272,312.45
266,986.65267,664.54
------FHLMC
2.608% Variable Y 0.465 AAA
Aaa
284,262.15 12/23/2023
01/16/2024
2.0275.633
711.77 293,438.31 284,922.10
285,633.88
280,225.66280,937.43
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
0.578% Fixed N 0.000 AAAm
Aaa
62,265.76 06/30/2023
06/30/2023
4.7104.710
0.00 62,265.76 62,265.76
62,265.76
62,265.7662,265.76
31846V203FIRST AMER:GVT OBLG YMMFUND
0.578% Fixed N 0.000 AAAm
Aaa
62,265.76 06/30/2023
06/30/2023
4.7104.710
0.00 62,265.76 62,265.76
62,265.76
62,265.7662,265.76
Security Type GASB 40 Trade Date San Jacinto, City of (66779)As of 06/30/2023 Return to Table of Contents Dated: 07/07/2023 15 3.A.3.a
Packet Pg. 96
Attachment: 12. 2022-23 Jun Treasurers Report with signature (Treasurer’s Report at June 30, 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
13063D3N6CALIFORNIA STMUNI
1.127% Fixed N 3.279 AAAa2 120,000.00 03/01/2027 03/01/2027 4.847 4.915 1,712.25 120,000.00 120,000.00 121,712.25 119,715.60 121,427.85 20772KTJ8CONNECTICUT STMUNI
0.564% Fixed N 3.484 AAAa3 60,000.00 05/15/2027 05/15/2027 4.509 4.744 75.75 61,152.00 61,145.16 61,220.91 60,639.60 60,715.35 ------MUNI
1.691% Fixed N 3.347 AAAa2 180,000.00 03/26/2027 03/26/2027 4.733 4.858 1,788.00 181,152.00 181,145.16 182,933.17 180,355.20 182,143.20 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
912828YV6UNITED STATES TREASURYUS GOV
3.309% Fixed N 1.371 AA+
Aaa
375,000.00 11/30/2024
11/30/2024
4.4895.259
476.43 353,759.77 359,803.66
360,280.09
355,971.68356,448.11
912828YY0UNITED STATES TREASURYUS GOV
0.750% Fixed N 1.449 AA+
Aaa
85,000.00 12/31/2024
12/31/2024
0.8885.220
4.04 88,453.13 86,087.70
86,091.74
80,796.4880,800.53
912828YY0UNITED STATES TREASURYUS GOV
2.074% Fixed N 1.449 AA+
Aaa
235,000.00 12/31/2024
12/31/2024
5.1035.220
11.18 223,718.16 223,778.15
223,789.33
223,378.52223,389.69
912828ZC7UNITED STATES TREASURYUS GOV
1.922% Fixed N 1.610 AA+
Aaa
220,000.00 02/28/2025
02/28/2025
0.4495.099
827.24 226,943.75 222,464.44
223,291.68
206,181.25207,008.49
912828ZC7UNITED STATES TREASURYUS GOV
0.655% Fixed N 1.610 AA+
Aaa
75,000.00 02/28/2025
02/28/2025
0.8625.099
282.01 75,647.46 75,325.57
75,607.59
70,289.0670,571.08
912828ZL7UNITED STATES TREASURYUS GOV
1.324% Fixed N 1.784 AA+
Aaa
155,000.00 04/30/2025
04/30/2025
0.4594.998
97.93 154,461.13 154,762.33
154,860.26
142,587.89142,685.82
912828ZT0UNITED STATES TREASURYUS GOV
1.996% Fixed N 1.868 AA+
Aaa
235,000.00 05/31/2025
05/31/2025
0.3484.952
49.76 233,971.88 234,559.39
234,609.15
215,015.82215,065.58
912828ZT0UNITED STATES TREASURYUS GOV
1.614% Fixed N 1.868 AA+
Aaa
190,000.00 05/31/2025
05/31/2025
0.3594.952
40.23 189,094.53 189,603.48
189,643.72
173,842.58173,882.81
912828ZW3UNITED STATES TREASURYUS GOV
2.161% Fixed N 1.949 AA+
Aaa
255,000.00 06/30/2025
06/30/2025
0.3444.863
1.73 253,894.34 254,523.45
254,525.18
232,836.91232,838.65
91282CAB7UNITED STATES TREASURYUS GOV
1.480% Fixed N 2.030 AA+
Aaa
175,000.00 07/31/2025
07/31/2025
0.9714.849
182.49 170,358.40 172,405.08
172,587.57
159,215.82159,398.31
91282CFE6UNITED STATES TREASURYUS GOV
1.542% Fixed N 2.001 AA+
Aaa
170,000.00 08/15/2025
08/15/2025
4.7384.841
1,995.86 163,777.73 164,522.64
166,518.50
164,162.89166,158.75
91282CAT8UNITED STATES TREASURYUS GOV
0.503% Fixed N 2.274 AA+
Aaa
60,000.00 10/31/2025
10/31/2025
0.4084.713
25.27 59,547.66 59,779.62
59,804.89
54,145.3154,170.58
91282CFW6UNITED STATES TREASURYUS GOV
1.486% Fixed N 2.215 AA+
Aaa
160,000.00 11/15/2025
11/15/2025
4.5964.739
919.57 159,650.00 159,652.12
160,571.68
159,143.75160,063.32
91282CFW6UNITED STATES TREASURYUS GOV
1.068% Fixed N 2.215 AA+
Aaa
115,000.00 11/15/2025
11/15/2025
4.6174.739
660.94 114,694.53 114,695.63
115,356.56
114,384.57115,045.51
91282CAZ4UNITED STATES TREASURYUS GOV
1.718% Fixed N 2.353 AA+
Aaa
205,000.00 11/30/2025
11/30/2025
0.4394.687
65.11 204,375.39 204,685.15
204,750.27
185,012.50185,077.61
Security Type GASB 40 Trade Date San Jacinto, City of (66779)As of 06/30/2023 Return to Table of Contents Dated: 07/07/2023 16 3.A.3.a
Packet Pg. 97
Attachment: 12. 2022-23 Jun Treasurers Report with signature (Treasurer’s Report at June 30, 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
91282CBC4UNITED STATES TREASURYUS GOV
1.297% Fixed N 2.434 AA+
Aaa
155,000.00 12/31/2025
12/31/2025
0.5924.605
1.58 153,395.51 154,166.88
154,168.46
139,681.64139,683.22
91282CBH3UNITED STATES TREASURYUS GOV
1.043% Fixed N 2.512 AA+
Aaa
125,000.00 01/31/2026
01/31/2026
0.8424.620
195.53 122,236.33 123,510.42
123,705.95
112,207.03112,402.56
91282CBQ3UNITED STATES TREASURYUS GOV
2.798% Fixed N 2.589 AA+
Aaa
335,000.00 02/28/2026
02/28/2026
1.0994.600
559.85 326,520.31 329,741.18
330,301.03
300,871.88301,431.73
91282CBT7UNITED STATES TREASURYUS GOV
2.522% Fixed N 2.661 AA+
Aaa
300,000.00 03/31/2026
03/31/2026
0.7804.513
565.57 299,566.41 299,754.52
300,320.09
271,089.84271,655.42
91282CBW0UNITED STATES TREASURYUS GOV
1.967% Fixed N 2.742 AA+
Aaa
235,000.00 04/30/2026
04/30/2026
0.6874.539
296.94 235,688.48 235,415.41
235,712.35
211,564.26211,861.20
91282CCF6UNITED STATES TREASURYUS GOV
1.835% Fixed N 2.824 AA+
Aaa
220,000.00 05/31/2026
05/31/2026
0.8414.521
139.75 219,028.91 219,426.77
219,566.52
197,553.13197,692.88
91282CHH7UNITED STATES TREASURYUS GOV
1.012% Fixed N 2.749 AA+
Aaa
110,000.00 06/15/2026
06/15/2026
4.3724.503
198.36 109,248.05 109,251.36
109,449.72
108,857.03109,055.39
91282CCJ8UNITED STATES TREASURYUS GOV
1.045% Fixed N 2.901 AA+
Aaa
125,000.00 06/30/2026
06/30/2026
0.9094.444
2.97 124,804.69 124,875.56
124,878.53
112,597.66112,600.63
91282CCP4UNITED STATES TREASURYUS GOV
2.778% Fixed N 2.984 AA+
Aaa
335,000.00 07/31/2026
07/31/2026
0.7754.457
873.36 332,579.10 333,468.77
334,342.13
298,372.46299,245.82
91282CCZ2UNITED STATES TREASURYUS GOV
3.454% Fixed N 3.134 AA+
Aaa
415,000.00 09/30/2026
09/30/2026
1.1764.394
912.77 409,050.59 411,034.47
411,947.24
371,198.04372,110.82
912828U24UNITED STATES TREASURYUS GOV
0.947% Fixed N 3.197 AA+
Aaa
110,000.00 11/15/2026
11/15/2026
3.7914.429
280.98 103,541.80 103,819.76
104,100.73
101,707.03101,988.01
91282CEC1UNITED STATES TREASURYUS GOV
2.869% Fixed N 3.458 AA+
Aaa
335,000.00 02/28/2027
02/28/2027
1.8654.368
2,099.44 335,157.03 335,117.81
337,217.25
306,969.92309,069.36
91282CEF4UNITED STATES TREASURYUS GOV
0.700% Fixed N 3.499 AA+
Aaa
80,000.00 03/31/2027
03/31/2027
2.7814.342
502.73 78,971.88 79,205.53
79,708.27
74,946.8875,449.61
91282CEN7UNITED STATES TREASURYUS GOV
1.982% Fixed N 3.565 AA+
Aaa
225,000.00 04/30/2027
04/30/2027
3.3154.342
1,042.46 219,541.99 220,465.65
221,508.11
212,466.80213,509.26
91282CET4UNITED STATES TREASURYUS GOV
1.748% Fixed N 3.655 AA+
Aaa
200,000.00 05/31/2027
05/31/2027
3.0524.327
444.67 196,085.94 196,870.81
197,315.48
187,851.56188,296.23
91282CEW7UNITED STATES TREASURYUS GOV
1.205% Fixed N 3.698 AA+
Aaa
135,000.00 06/30/2027
06/30/2027
3.0594.310
11.92 136,181.25 135,962.94
135,974.87
129,795.12129,807.04
9128282R0UNITED STATES TREASURYUS GOV
3.376% Fixed N 3.839 AA+
Aaa
390,000.00 08/15/2027
08/15/2027
3.2994.276
3,296.69 371,429.30 374,353.70
377,650.39
360,384.38363,681.06
91282CAL5UNITED STATES TREASURYUS GOV
3.360% Fixed N 4.126 AA+
Aaa
425,000.00 09/30/2027
09/30/2027
3.9244.249
400.61 359,158.20 366,518.59
366,919.21
361,565.43361,966.05
91282CFM8UNITED STATES TREASURYUS GOV
1.678% Fixed N 3.821 AA+
Aaa
180,000.00 09/30/2027
09/30/2027
4.1684.278
1,866.39 179,690.63 179,692.01
181,558.40
178,931.25180,797.64
91282CFZ9UNITED STATES TREASURYUS GOV
4.910% Fixed N 4.003 AA+
Aaa
535,000.00 11/30/2027
11/30/2027
3.6024.237
1,755.93 541,415.82 540,922.79
542,678.72
527,246.68529,002.60
91282CBB6UNITED STATES TREASURYUS GOV
2.934% Fixed N 4.347 AA+
Aaa
370,000.00 12/31/2027
12/31/2027
4.2274.215
6.28 312,635.55 315,937.33
315,943.62
316,060.94316,067.22
Security Type GASB 40 Trade Date San Jacinto, City of (66779)As of 06/30/2023 Return to Table of Contents Dated: 07/07/2023 17 3.A.3.a
Packet Pg. 98
Attachment: 12. 2022-23 Jun Treasurers Report with signature (Treasurer’s Report at June 30, 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
91282CBS9UNITED STATES TREASURYUS GOV
2.037% Fixed N 4.507 AA+
Aaa
250,000.00 03/31/2028
03/31/2028
3.6734.183
785.52 223,007.81 223,824.03
224,609.55
218,691.40219,476.92
91282CCE9UNITED STATES TREASURYUS GOV
0.608% Fixed N 4.671 AA+
Aaa
75,000.00 05/31/2028
05/31/2028
4.0774.158
79.41 65,619.14 65,642.86
65,722.27
65,387.7065,467.10
91282CHE4UNITED STATES TREASURYUS GOV
1.047% Fixed N 4.439 AA+
Aaa
115,000.00 05/31/2028
05/31/2028
4.0354.128
353.09 112,906.64 112,912.01
113,265.10
112,448.44112,801.53
---UNITED STATES TREASURYUS GOV
72.752% Fixed N 2.940 AA+
Aaa
8,490,000.00 08/06/2026
08/06/2026
2.3414.564
22,312.62 8,239,809.21 8,268,539.58
8,290,852.19
7,815,411.527,837,724.14
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% --- --- 2.538 AA
Aa1
11,546,527.91 03/04/2026
03/05/2026
2.1884.730
34,595.61 11,301,915.88 11,324,824.52
11,359,420.13
10,738,616.3710,773,211.98
Security Type GASB 40 Trade Date San Jacinto, City of (66779)As of 06/30/2023 Return to Table of Contents Dated: 07/07/2023 18 3.A.3.a
Packet Pg. 99
Attachment: 12. 2022-23 Jun Treasurers Report with signature (Treasurer’s Report at June 30, 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
289.07 0.00 359,972.78 0.00 -402,321.14 0.00 0.00 0.00 0.00 104,614.12 62,265.76
104,614.12
62,265.76
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 0.00 289.07
432.16
289.07432.16
912828YE4UNITED STATES TREASURYUS GOV
0.00 0.00 0.00 0.00 -286,335.94 -1,202.44 0.00 0.00 -12,188.57 294,257.81
0.00 286,605.47
0.00 3137B4WB8FHMS K-033 A2FHLMC
309.33 0.00 0.00 0.00 0.00 0.00 0.00 -108,017.39 0.00 125,451.09 13,741.71
120,841.27
13,239.01
US3137BWWD24FHMS K-725 A2FHLMC
678.82 0.00 0.00 0.00 0.00 0.00 0.00 -373.13 0.00 280,081.75 279,696.61
266,721.04266,986.65
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
284,930.95283,146.28
912828YE4UNITED STATES TREASURYUS GOV
0.00 0.00 0.00 0.00 -353,147.65 -1,483.02 0.00 0.00 -18,454.61 376,012.50
0.00 353,480.08
0.00 912828YY0UNITED STATES TREASURYUS GOV
743.75 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 88,453.13 88,453.13
81,204.8880,796.48
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
209,400.67208,131.23
931142EK5WALMART INCCORP
3,825.00 0.00 0.00 0.00 0.00 0.00 -225,000.00 0.00 0.00 243,666.00
0.00 224,695.93
0.00 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
207,375.78206,181.25
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
379,607.31377,546.37
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
83,475.1184,017.14
912828ZW3UNITED STATES TREASURYUS GOV
318.75 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 253,894.34 253,894.34
234,540.23232,836.91
912828ZT0UNITED STATES TREASURYUS GOV
0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 233,971.88 233,971.88
216,447.85215,015.82
91282CAT8UNITED STATES TREASURYUS GOV
0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 59,547.66
59,547.66
54,597.6654,145.31
912828ZT0UNITED STATES TREASURYUS GOV
0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 189,094.53 189,094.53
175,000.39173,842.58
91282CAZ4UNITED STATES TREASURYUS GOV
0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 204,375.39 204,375.39
186,702.15185,012.50
912828ZL7UNITED STATES TREASURYUS GOV
0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 154,461.13 154,461.13
143,490.04142,587.89
91282CBC4UNITED STATES TREASURYUS GOV
290.63 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 153,395.51 153,395.51
140,989.45139,681.64
Portfolio Activity Summary San Jacinto, City of (66779)06/01/2023 - 06/30/2023 Return to Table of Contents Dated: 07/07/2023 19 3.A.3.a
Packet Pg. 100
Attachment: 12. 2022-23 Jun Treasurers Report with signature (Treasurer’s Report at June 30, 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
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
113,320.31112,207.03
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
273,878.91271,089.84
023135BW5AMAZON.COM INCCORP
0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 144,788.30 144,788.30
138,425.74139,009.49
91282CCF6UNITED STATES TREASURYUS GOV
0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 219,028.91 219,028.91
199,761.72197,553.13
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
94,706.7994,657.46
91282CBW0UNITED STATES TREASURYUS GOV
0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 235,688.48 235,688.48
213,840.82211,564.26
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
301,617.77298,372.46
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
170,353.49169,886.91
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
264,797.08264,406.00
91282CCJ8UNITED STATES TREASURYUS GOV
546.88 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 124,804.69 124,804.69
113,857.42112,597.66
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
303,933.98300,871.88
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
70,696.2970,289.06
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
375,380.47371,198.04
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
160,432.62159,215.82
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
107,088.98107,404.53
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
311,170.51306,969.92
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
57,990.8657,534.15
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
286,997.35284,535.39
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
76,000.0074,946.88
69371RR81PACCAR FINANCIAL CORPCORP
2,205.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 139,967.80 139,967.80
137,043.26137,019.98
91282CET4UNITED STATES TREASURYUS GOV
0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 196,085.94 196,085.94
190,593.75187,851.56
Portfolio Activity Summary San Jacinto, City of (66779)06/01/2023 - 06/30/2023 Return to Table of Contents Dated: 07/07/2023 20 3.A.3.a
Packet Pg. 101
Attachment: 12. 2022-23 Jun Treasurers Report with signature (Treasurer’s Report at June 30, 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
91282CEW7UNITED STATES TREASURYUS GOV
2,193.75 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 136,181.25 136,181.25
131,725.20129,795.12
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
43,865.3543,315.53
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
365,716.41360,384.38
91282CEN7UNITED STATES TREASURYUS GOV
0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 219,541.99 219,541.99
215,534.18212,466.80
912828YV6UNITED STATES TREASURYUS GOV
0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 353,759.77 353,759.77
357,495.12355,971.68
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
366,479.49361,565.43
91282CFZ9UNITED STATES TREASURYUS GOV
0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 541,415.82 541,415.82
535,961.33527,246.68
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
120,666.50119,648.67
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
30,470.0030,099.09
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
165,776.56164,162.89
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
121,320.00119,715.60
91282CBB6UNITED STATES TREASURYUS GOV
1,156.25 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 312,635.55 312,635.55
320,512.50316,060.94
91282CBS9UNITED STATES TREASURYUS GOV
0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 223,007.81 223,007.81
221,953.13218,691.40
912828U24UNITED STATES TREASURYUS GOV
0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 103,541.80 103,541.80
103,039.06101,707.03
20772KTJ8CONNECTICUT STMUNI
0.00 0.00 61,152.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00
61,152.00
0.00 60,639.60
91282CFW6UNITED STATES TREASURYUS GOV
0.00 0.00 159,650.00 -821.74 0.00 0.00 0.00 0.00 0.00 0.00 159,650.00
0.00 159,143.75
91282CFM8UNITED STATES TREASURYUS GOV
0.00 0.00 179,690.63 -1,764.96 0.00 0.00 0.00 0.00 0.00 0.00 179,690.63
0.00 178,931.25
91282CHH7UNITED STATES TREASURYUS GOV
0.00 0.00 109,248.05 -136.37 0.00 0.00 0.00 0.00 0.00 0.00 109,248.05
0.00 108,857.03
91282CCE9UNITED STATES TREASURYUS GOV
0.00 0.00 65,619.14 -66.60 0.00 0.00 0.00 0.00 0.00 0.00 65,619.14
0.00 65,387.70
91282CHE4UNITED STATES TREASURYUS GOV
0.00 0.00 112,906.64 -296.14 0.00 0.00 0.00 0.00 0.00 0.00 112,906.64
0.00 112,448.44
912828YY0UNITED STATES TREASURYUS GOV
2,056.25 0.00 223,718.16 -2,033.53 0.00 0.00 0.00 0.00 0.00 0.00 223,718.16
0.00 223,378.52
Portfolio Activity Summary San Jacinto, City of (66779)06/01/2023 - 06/30/2023 Return to Table of Contents Dated: 07/07/2023 21 3.A.3.a
Packet Pg. 102
Attachment: 12. 2022-23 Jun Treasurers Report with signature (Treasurer’s Report at June 30, 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
91282CFW6UNITED STATES TREASURYUS GOV
0.00 0.00 114,694.53 -618.75 0.00 0.00 0.00 0.00 0.00 0.00 114,694.53
0.00 114,384.57
---------
14,613.48 -104.17 1,386,651.93 -5,738.09 -1,041,804.73 -2,685.46 -225,000.00 -108,390.52 -30,643.17 11,343,905.00 11,302,348.04
10,817,412.3910,739,048.53
Portfolio Activity Summary San Jacinto, City of (66779)06/01/2023 - 06/30/2023 Return to Table of Contents Dated: 07/07/2023 22 3.A.3.a
Packet Pg. 103
Attachment: 12. 2022-23 Jun Treasurers Report with signature (Treasurer’s Report at June 30, 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.3.a
Packet Pg. 104
Attachment: 12. 2022-23 Jun Treasurers Report with signature (Treasurer’s Report at June 30, 2023) August 1, 2023
TO: City Council
REQUESTED BY: Erika Gomez, Finance Director
APPROVED BY: Robert A. Johnson, City Manager
SUBJECT: Ordinance 23-11 Second Reading - CFD 2003-1 Annex 65 Monte Vista RECOMMENDATION:
Staff recommends that the City Council conduct the second reading and adopt Ordinance No. 23-11:
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:
At the June 6, 2023, City Council meeting, the City Council adopted Resolution No. 3973, declaring their intention to annex territory, residential developement known as Monte Vista Homes, into Community Facilities District 2003-1 (CFD 2003-1), based upon a petition from the property owners.
On July, 18, 2023, the City Council held a public hearing and conducted the Special Annexation Landowner Election. Upon conducting the election, one affirmative vote was received from the property owner, and Annexation No. 65 was complete. The City Council also introduced Ordinance No. 23-11, authorizing the levy of special taxes in CFD 2003-1, including the newly annexed area. This second reading and adoption of Ordinance No. 23-11 is required to allow for the levy of special taxes related to this newly annexed area in the future.
FISCAL IMPACT:
The revenue received from the special tax will assist in offsetting the cost of increased police protection and fire protection, and suppression services necessitated by development of the annexed territory. As applicable, special taxes are collected and increased annually based on the percentage change in the Consumer Price Index, with a maximum annual increase of six percent (6%) and a minimum annual increase of two percent (2%) per fiscal year thereafter. Failure to approve Ordinance 23-11 would result in the inability to collect the annual special taxes, and the public safety costs of the territory would have to be borne by the City’s General Fund.
ATTACHMENTS:
Ordinance No. 23-11
7-18-23 Staff Report Introducing Ordinance 23-11
3.A.4
Packet Pg. 105
Ordinance No. 23-11
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.
3.A.4.a
Packet Pg. 106 Attachment: Ordinance No. 23-11 (Ordinance 23-11 Second Reading - CFD 2003-1 Annex 65 Monte Vista) Ordinance No. 23-11
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.
3.A.4.a
Packet Pg. 107 Attachment: Ordinance No. 23-11 (Ordinance 23-11 Second Reading - CFD 2003-1 Annex 65 Monte Vista) Ordinance No. 23-11
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
3.A.4.a
Packet Pg. 108 Attachment: Ordinance No. 23-11 (Ordinance 23-11 Second Reading - CFD 2003-1 Annex 65 Monte Vista) Ordinance No. 23-11
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
3.A.4.a
Packet Pg. 109 Attachment: Ordinance No. 23-11 (Ordinance 23-11 Second Reading - CFD 2003-1 Annex 65 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
3.A.4.b
Packet Pg. 110 Attachment: 7-18-23 Staff Report Introducing Ordinance 23-11 (Ordinance 23-11 Second Reading - CFD 2003-1 Annex 65 Monte Vista) 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
3.A.4.b
Packet Pg. 111 Attachment: 7-18-23 Staff Report Introducing Ordinance 23-11 (Ordinance 23-11 Second Reading - CFD 2003-1 Annex 65 Monte Vista) August 1, 2023
TO: City Council
REQUESTED BY: Erika Gomez, Finance Director
APPROVED BY: Robert A. Johnson, City Manager
SUBJECT: Ordinance 23-12 Second Reading - CFD 2020-1 Annex 10 Monte Vista Homes
RECOMMENDATION:
Staff recommends that the City Council conduct the second reading and approve Ordinance No. 23-12, Authorizing the Levy of Special Taxes of Community Facilities District No. 2020-1:
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
DISCUSSION:
At the June 6, 2023, City Council meeting, the City Council adopted Resolution No. 3972, declaring their intention to annex territory, a residential development known as Monte Vista Homes, into Community Facilities District 2020-1 (CFD 2020-1), based upon a petition from the property owners.
On July 18, 2023, the City Council held a public hearing and conducted the Special Annexation Landowner Election. Upon conducting the election, one affirmative vote was received from the property owner, and Annexation No. 10 was complete. The City Council also introduced Ordinance No. 23-12, authorizing the levy of special taxes in CFD 2020-1, including the newly annexed area. This second reading and adoption of Ordinance No. 23-12 is required to allow for the levy of special taxes related to this newly annexed area in the future.
FISCAL IMPACT:
The revenue received from the special tax will assist in funding the Services as defined in the Rate and Method of Apportionment. 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, which will increase annually by the change in CPI up to a maximum of 5%. Approval of Ordinance 23-12 would authorize the City to levy this territory the special taxes for CFD No. 2020-1, providing dedicated funding for maintenance and administrative service. Failure to approve Ordinance 23-12 would result in the inability to collect the annual
3.A.5
Packet Pg. 112
special taxes, and the maintenance and service costs of the territory would have to be subsidized by the City’s General Fund.
ATTACHMENTS:
Ordinance No. 23-12
7-18-23 Staff Report Introducing Ordinance 23-12
3.A.5
Packet Pg. 113
Ordinance No. 23-12
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 accordance with the rate and method of apportionment of special tax set forth in Resolution No. 3972, which rate and
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Packet Pg. 114 Attachment: Ordinance No. 23-12 (Ordinance 23-12 Second Reading - CFD 2020-1 Annex 10 Monte Vista Homes) Ordinance No. 23-12
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.
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Packet Pg. 115 Attachment: Ordinance No. 23-12 (Ordinance 23-12 Second Reading - CFD 2020-1 Annex 10 Monte Vista Homes) Ordinance No. 23-12
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
3.A.5.a
Packet Pg. 116 Attachment: Ordinance No. 23-12 (Ordinance 23-12 Second Reading - CFD 2020-1 Annex 10 Monte Vista Homes) Ordinance No. 23-12
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
3.A.5.a
Packet Pg. 117 Attachment: Ordinance No. 23-12 (Ordinance 23-12 Second Reading - CFD 2020-1 Annex 10 Monte Vista Homes) 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
3.A.5.b
Packet Pg. 118 Attachment: 7-18-23 Staff Report Introducing Ordinance 23-12 (Ordinance 23-12 Second Reading - CFD 2020-1 Annex 10 Monte Vista Homes) 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
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Packet Pg. 119 Attachment: 7-18-23 Staff Report Introducing Ordinance 23-12 (Ordinance 23-12 Second Reading - CFD 2020-1 Annex 10 Monte Vista Homes) August 1, 2023
TO: City Council
REQUESTED BY: Erika Gomez, Finance Director
APPROVED BY: Robert A. Johnson, City Manager
SUBJECT: Budget Adjustment - CFD Funds 402 and 403
RECOMMENDATION:
Staff recommends City Council approve a budget adjustment to Funds 402 (CFD 2017-1) and 403 (CFD 2020-1) to offset estimated maintenance cost associated with the acquisition of public improvements.
DISCUSSION:
On June 20, 2023, staff presented and City Council approved the proposed budget for fiscal year 2023/2024. Included were budgeted amounts for Funds 402 (CFD 2017-1) and 403 (CFD 2020- 1). However, estimated expenditures in the approved budget for those specific funds were based on development in progress.
With the near full build-out of residential communities, and the pace of completion of public improvements therein, it is now anticipated that the maintenance of certain public improvements within CFD 2017-1 and CFD 2020-1, previously identified as “the services” during the annexation of various districts, will be acquired by the City in the early months of fiscal year 2023/2024.
The increase of city-maintained facilities has resulted in the increase of estimated expenditures.
Accordingly, staff recommends the following budget adjustment:
$364,550 increase to Fund 402, CFD 2017-1; and
$46,800 increase to Fund 403, CFD 2020-1.
Approval of the proposed adjustment will allow the City to levy the applicable parcels within the CFDs, and collect the special tax required to offset the increased expenditures.
FISCAL IMPACT:
Upon approval of the proposed budget adjustment, the special tax collected for the CFDs will total approximately $420,000. This action will have no effect on the General Fund.
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Packet Pg. 120
August 1, 2023
TO: City Council
REQUESTED BY: Travis Randel, Deputy City Manager, Development Services APPROVED BY: Robert A. Johnson, City Manager
SUBJECT: Second Reading/Adoption of Ordinance No. 23-08 for Development Code Update (P23-44)
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. CONDUCT a second reading and ADOPT 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
DISCUSSION:
On July 18, 2023, the City Council, after holding a duly noticed public hearing, introduced Ordinance No. 23-08 to amend Title 17 – the Development Code (“Code”) – of the City’s Municipal Code. 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. The City Council voted to approve the introduction of the proposed ordinance by a unanimous vote of 4 ayes to 0 nays (Council Member Ayala, absent).
Consideration of ordinances to amend City codes require both a first reading (Introduction) and second reading (Adoption). Adopted ordinances become effective thirty (30) days after the second reading. If adopted by the City Council on August 1, 2023, Ordinance No. 23-02 will become effective on August 31, 2023. The attached exhibits are the “clean” version of the redline strikeout exhibits included in the July 18, 2023 City Council Staff Report. Minor edits and formatting may be completed by staff to ensure consistency throughout the final document.
ENVIRONMENTAL REVIEW:
Pursuant to the California Environmental Quality Act (CEQA), the proposed project has been adequately reviewed and determined to be exempt pursuant to the “common sense” exemption
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Packet Pg. 121
(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 fiscal impact associated with the adoption of this Ordinance.
ATTACHMENTS:
Ordinance No. 23-08
Exhibit A for Ord. 23-08 (Title 17 Development Code)
City Coucil Staff Report July 18, 2023
3.A.7
Packet Pg. 122
STATE OF CALIFORNIA ) ORDINANCE NO. 23-08
COUNTY OF RIVERSIDE )
CITY OF SAN JACINTO )
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
WHEREAS, the City of San Jacinto, California (“City”) is a municipal corporation, duly organized under the constitution and laws of the State of California; and, WHEREAS, on December 6, 2022, the City comprehensively amended Title 17 (Development Code) of the Municipal Code through the adoption of Ordinance No. 22-10 providing for consistency with and implementation of the recent comprehensive update to the General Plan (“General Plan 2040,” adopted on November 15, 2022); and, WHEREAS, General Plan Land Use Action LU-1b states that the City shall “review the Development Code and update as appropriate to reflect Land Use goals, policies, and implementation actions included in the [General Plan]”; and, WHEREAS, General Plan Economic Development Action ED-1d states that the City shall “maintain a Development Code that supports investment and innovation in the City”; and,
WHEREAS, the City has determined that further changes to the Development Code are necessary and appropriate in order to further implement the recently adopted General Plan 2040; and,
WHEREAS, 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, as shown in Exhibit A of this ordinance; and,
WHEREAS, in accordance with CEQA and the State CEQA Guidelines, the City finds the ordinance is exempt from the CEQA, pursuant to CEQA Guidelines Section 15061(b)(3) (Common Sense Exemption) due to the minor nature of the changes to regulation and the absence of a development project; and, WHEREAS, on June 27, 2023, the Planning Commission adopted Planning Commission Resolution No. 23-03, recommended adoption of Ordinance No. 23-08 after consideration of the amendment at a duly noticed public hearing at a regularly scheduled meeting; and,
3.A.7.a
Packet Pg. 123 Attachment: Ordinance No. 23-08 (Second Reading/Adoption of Ordinance No. 23-08 for Development Code Update (P23-44))
WHEREAS, on July 18, 2023, the City Council held a duly noticed public hearing at a regularly scheduled meeting to introduce this ordinance; and, WHEREAS, the City published notice of its Planning Commission and City Council public hearings in the Press Enterprise, a newspaper of general circulation; and, WHEREAS, all other legal prerequisites to the adoption of this ordinance have been satisfied.
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. CEQA. The ordinance is Categorically Exempt from the CEQA, pursuant to CEQA Guidelines Section 15061(b)(3) (Common Sense Exemption).
SECTION 3. Amendment. Title 17 (Development Code) of the San Jacinto Municipal Code is hereby amended and restated to read in its entirety as provided in Exhibit A, attached hereto and incorporated herein by reference.
SECTION 4. Minor Revisions. The City Manager, or designee, has the authority to make minor, non-substantive revisions to Exhibit A for corrections to formatting, structure, numbering, etc., which may include updates to footers and headers, table of contents, section formatting, reference corrections, and typographical errors.
SECTION 5. Findings. Pursuant to Section 17.720.060, the amendments proposed under Ordinance No. 23-08 are:
1) Consistent with the General Plan and applicable specific plan. Specifically, the amendments further the purpose of the General Plan 2040, specifically as described within this resolution. This amendment does not modify or impact any adopted specific plan.
2) Not detrimental to the public interest, health, safety, convenience, or welfare of the City. The amendment is proposed to create a development and zoning code that further the intent of the General Plan of orderly development. Additionally, most of the provisions, existing and proposed, are intended to protect the public, especially residents and stakeholders of San Jacinto and surrounding areas.
3) Internally consistent with other applicable provisions of the Development Code.
The purpose of the proposed amendments is to clean up the Development Code and create internal consistency within the Development Code and the Municipal Code.
3.A.7.a
Packet Pg. 124 Attachment: Ordinance No. 23-08 (Second Reading/Adoption of Ordinance No. 23-08 for Development Code Update (P23-44))
SECTION 6. Effective Date. This Ordinance takes effect thirty-days (30-days) after its adoption.
SECTION 7. 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.
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.
PASSED, APPROVED and ADOPTED at a regular meeting of the City Council on the 1
st day of August 2023, by the following vote:
AYES:
NAYS:
ABSENT:
ABSTAIN:
________________________________
Alonzo 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.7.a
Packet Pg. 125 Attachment: Ordinance No. 23-08 (Second Reading/Adoption of Ordinance No. 23-08 for Development Code Update (P23-44)) Page
4 of 4
EXHIBIT A
Amended Title 17 of the Municipal Code
(Development Code)
Cover, Table of Contents, and Articles 1 -9
(follows this page)
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Packet Pg. 126 Attachment: Ordinance No. 23-08 (Second Reading/Adoption of Ordinance No. 23-08 for Development Code Update (P23-44))
CITY OF
SAN JACINTO
DEVELOPMENT CODE
Prepared by: City of San Jacinto
Planning Department
595 South San Jacinto Avenue
San Jacinto, CA 92583
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Packet Pg. 127 Attachment: Exhibit A for Ord. 23-08 (Title 17 Development Code) (Second Reading/Adoption of Ordinance No. 23-08 for Development Code
ACKNOWLEDGMENTS
The following individuals contributed to the Comprehensive Update of the San Jacinto Development Code
CITY COUNCIL
Alonso Ledezma, Mayor
Crystal Ruiz, Mayor Pro Tem
Phil Ayala, Council Member
Brian Hawkins, Council Member
Valerie Vandever, Council Member
Mike Van Der Linden, Treasurer
PLANNING COMMISSION
Corinne Awad, Chair
Taurus Jones, Vice Chair
Michelle Peterson, Second Vice Chair
Patricia Scott, Commissioner
John Gagnepain, Commissioner
3.A.7.b
Packet Pg. 128 Attachment: Exhibit A for Ord. 23-08 (Title 17 Development Code) (Second Reading/Adoption of Ordinance No. 23-08 for Development Code CITY
STAFF
Robert A. Johnson, City Manager
Travis W. Randel, Deputy City Manger
Kevin White, Planning Manager
Robert Flores, Principal Planner
Yaneli Hernandez, Associate Planner
Frank Chen, Assistant Planner
Lori Matley, Community Development Clerk CONSULTANTS TO THE CITY Best Best and Krieger
Michael Maurer, City Attorney
Craig Hayes, Deputy City Attorney
Amanda Daams, Deputy City Attorney
Tri Lake Consultants
Stuart McKibbin, PE, Contract City Engineer
John Pourkazemi, PE, Principal Engineer
De Novo Planning Group
Amanda Tropiano, Principal
Starla Baker, AICP, Principal Planner
Ashley Brodkin, Senior Planner
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Packet Pg. 129 Attachment: Exhibit A for Ord. 23-08 (Title 17 Development Code) (Second Reading/Adoption of Ordinance No. 23-08 for Development Code Kittelson & Associates, Inc.
Tim A. Erney, AICP, PTP, CTP, Senior Principal and West Region Business Development Leader
Mike Alston, RSP, Engineering Associate and Planner
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Packet Pg. 130 Attachment: Exhibit A for Ord. 23-08 (Title 17 Development Code) (Second Reading/Adoption of Ordinance No. 23-08 for Development Code
SAN JACINTO
DEVELOPMENT CODE, TITLE 17
Adopted December 2012 &
Comprehensively Updated December 2022
As Amended Through August 2023
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Packet Pg. 131 Attachment: Exhibit A for Ord. 23-08 (Title 17 Development Code) (Second Reading/Adoption of Ordinance No. 23-08 for Development Code
3.A.7.b
Packet Pg. 132 Attachment: Exhibit A for Ord. 23-08 (Title 17 Development Code) (Second Reading/Adoption of Ordinance No. 23-08 for Development Code
TABLE OF CONTENTS
SAN JACINTO DEVELOPMENT CODE, TITLE 17 DECEMBER 2022 I
Article 1 Development Code Authority and Applicability
Page
Chapter 17.100 — Purpose and Effect of Development Code ......................................... 1-2
17.100.010 — Title.............................................................................................................. 1-2
17.100.020 — Adoption..................................................................................................... 1-2
17.100.030 — Purpose and Intent of Development Code............................................ 1-2
17.100.040 — Authority, Relationship to General Plan ............................................... 1-3
17.100.050 — Responsibility for Administration.......................................................... 1-3
17.100.060 — Applicability of Development Code....................................................... 1-4
17.100.070 — Partial Invalidation of Development Code ........................................... 1-5
17.100.080 — Use of Headings ........................................................................................ 1-5
17.100.090 — Effect of Development Code Amendments on Projects in Progress . 1-5 Chapter 17.105 — Interpretation of Regulations................................................................ 1-7
17.105.010 — Purpose of Chapter................................................................................... 1-7
17.105.020 — Rules of Interpretation.............................................................................. 1-7
17.105.030 — Procedures for Interpretations .............................................................. 1-10
17.105.040 — Official Version of Development Code................................................ 1-11
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Packet Pg. 133 Attachment: Exhibit A for Ord. 23-08 (Title 17 Development Code) (Second Reading/Adoption of Ordinance No. 23-08 for Development Code
TABLE OF CONTENTS
SAN JACINTO DEVELOPMENT CODE, TITLE 17 DECEMBER 2022 II Article 2 Zones, Allowable land Uses, and Zone-Specific Standards Page
Chapter 17.200 — Establishment of Zones, Adoption of Zoning Map.......................... 2-3
17.200.010 – Purpose ......................................................................................................... 2-3
17.200.020 – Zones Established........................................................................................ 2-3
17.200.030 – Zoning Map Adopted................................................................................. 2-4
17.200.040 – Zoning of Annexed Areas and Undesignated Lands ............................ 2-5 Chapter 17.205 — Allowable Land Uses and Development............................................ 2-6
17.205.010 – Purpose ......................................................................................................... 2-6
17.205.020 – General Requirements for Development and New Land Uses ............ 2-6
17.205.030 – Allowable Land Uses and Permit Requirements ................................... 2-7
17.205.040 – Exemptions from Permit Requirements .................................................. 2-7
17.205.050 – Additional Permits and Approvals .......................................................... 2-9
17.205.060 – Temporary Uses ........................................................................................ 2-10
17.205.070 – Land Uses, Incidental Land Uses, Special Uses, and Permit Requirements............................................................................................. 2-10 Chapter 17.215 — Residential Zones .................................................................................. 2-25
17.215.010 — Purposes of Residential Zones .............................................................. 2-25
17.215.020 — Residential Zone Land Uses and Permit Requirements.................... 2-26
17.215.030 — Residential Zone Development Standards.......................................... 2-27
17.215.035 — Paving Within Residential Front Yard Area ....................................... 2-29
17.215.040 — Residential Zone Density Incentives .................................................... 2-29
17.215.050 — Group Homes for Persons with Disabilities........................................ 2-32
17.215.060 — Residential Zone Density Exception..................................................... 2-32 Chapter 17.220 — Commercial and Office Zones ............................................................ 2-33
17.220.010 — Purposes of the Commercial and Office Zones .................................. 2-33
17.220.020 — Commercial and Office Zone Land Uses and Permit Requirements2-34
17.220.030 — Commercial and Office Zone Development Standards..................... 2-34 Chapter 17.225 — Industrial Zones..................................................................................... 2-37
17.225.010 — Purposes of the Industrial Zones .......................................................... 2-37
17.225.020 — Industrial Zone Land Uses and Permit Requirements ...................... 2-38
17.225.030 — Industrial Zone Development Standards ............................................ 2-38 Chapter 17.227 — Mixed-Use Zones ................................................................................... 2-41
17.227.010 — Purposes of the Mixed-Use Zones ........................................................ 2-41
17.227.020 — Mixed-Use Zone Land Uses and Permit Requirements .................... 2-42
17.227.030 — Mixed-Use Zone Development Standards .......................................... 2-43
17.227.040 — Mixed-Use, Mixed-Use Entertainment, and Downtown Village Zone Exceptions................................................................................................. 2-46
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Packet Pg. 134 Attachment: Exhibit A for Ord. 23-08 (Title 17 Development Code) (Second Reading/Adoption of Ordinance No. 23-08 for Development Code
TABLE OF CONTENTS
SAN JACINTO DEVELOPMENT CODE, TITLE 17 DECEMBER 2022 III Chapter 17.230 — Special Purpose Zones.......................................................................... 2-48
17.230.010 — Purposes of the Special Purpose Zones ............................................... 2-48
17.230.020 — Special Purpose Zone Land Uses and Permit Requirements ........... 2-49
17.230.030 — Special Purpose Zone Development Standards.................................. 2-50 Chapter 17.235 — Combining/Overlay Zones .................................................................. 2-51
17.235.010 — Purposes of the Combining/Overlay Zones ........................................ 2-51
17.235.020 — Applicability of Combining/Overlay Zone Provisions...................... 2-51
17.235.030 — Residential Agricultural Accessory Business ( RAAB) Combining/Overlay Zone ...................................................................... 2-52
17.235.040 — 6th Cycle Housing Element (-6HE) Combining/Overlay Zone........ 2-52
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Packet Pg. 135 Attachment: Exhibit A for Ord. 23-08 (Title 17 Development Code) (Second Reading/Adoption of Ordinance No. 23-08 for Development Code
TABLE OF CONTENTS
SAN JACINTO DEVELOPMENT CODE, TITLE 17 DECEMBER 2022 IV Article 3 Site Planning and Development Standards
Page
Chapter 17.300 — Performance Standards .......................................................................... 3-7
17.300.010 — Purpose ....................................................................................................... 3-7
17.300.020 — Applicability .............................................................................................. 3-7
17.300.030 — Air Quality ................................................................................................. 3-7
17.300.040 — Electrical Disturbances ............................................................................. 3-9
17.300.050 — Fire Hazards ............................................................................................... 3-9
17.300.055 — Grading and Treatment and Disposition Agreement (TDA).............. 3-9
17.300.060 — Noise ......................................................................................................... 3-10
17.300.070 — Odor .......................................................................................................... 3-10
17.300.080 — Outdoor Light and Glare........................................................................ 3-10
17.300.090 — Property Maintenance ............................................................................ 3-11
17.300.100 — Vibration................................................................................................... 3-11
17.300.110 — Waste Disposal ........................................................................................ 3-12
17.300.120 — Water Quality .......................................................................................... 3-12 Chapter 17.305 — Development and Use Standards....................................................... 3-13
17.305.010 — Purpose ..................................................................................................... 3-13
17.305.020 — Applicability ............................................................................................ 3-13
17.305.030 — Lots ............................................................................................................ 3-13
17.305.040 — Agriculture Preservation (Right-to-Farm)........................................... 3-15
17.305.050 — Floodplain Management........................................................................ 3-16
17.305.060 — Height Measurement and Height Limit Exceptions .......................... 3-16
17.305.070 — Hillside Development............................................................................. 3-18
17.305.080 — Metal Buildings and Structures............................................................. 3-18
17.305.090 — Reserved ................................................................................................... 3-19
17.305.100 — Reserved ................................................................................................... 3-19
17.305.110 — Screening and Buffering......................................................................... 3-19
17.305.120 — Setback Regulations and Exceptions .................................................... 3-22
17.305.130 — Solid Waste/Recyclable Materials Storage........................................... 3-27
17.305.140 — Surface Mining and Reclamation.......................................................... 3-29
17.305.150 — Traffic Visibility Area ............................................................................. 3-29
17.305.160 — Undergrounding of Utilities .................................................................. 3-33 Chapter 17.310 — Affordable Housing – Density Bonuses ........................................... 3-36
17.310.010 — Purpose ..................................................................................................... 3-36
17.310.020 — Applicability ............................................................................................ 3-36
17.310.030 — Eligible Projects for Density Bonus....................................................... 3-36
17.310.040 — Concessions or Incentives ...................................................................... 3-38
17.310.050 — Waivers or Reductions ........................................................................... 3-40
3.A.7.b
Packet Pg. 136 Attachment: Exhibit A for Ord. 23-08 (Title 17 Development Code) (Second Reading/Adoption of Ordinance No. 23-08 for Development Code
TABLE OF CONTENTS
SAN JACINTO DEVELOPMENT CODE, TITLE 17 DECEMBER 2022 V
17.310.060 — Application Filing, Processing, and Approval.................................... 3-40
17.310.070 — Findings for Approval of Density Bonus............................................. 3-41 Chapter 17.315 — Fences, Walls, and Hedges................................................................... 3-44
17.315.010 — Applicability ............................................................................................ 3-44
17.315.020 — Location, Height, and Type Standards ................................................ 3-44
17.315.030 — Modifications to Location and Height Standards .............................. 3-47
17.315.040 — Measurement of Height.......................................................................... 3-48
17.315.050 — Retaining Walls........................................................................................ 3-49
17.315.060 — Standards for Specific Types of Fences and Walls ............................. 3-50
17.315.070 — Materials and Construction ................................................................... 3-50
17.315.075 — Modifications to Existing Walls and Fences........................................ 3-53
17.315.080 — Permit and Review Procedures............................................................. 3-54 Chapter 17.325 — Water Efficient Landscape and Irrigation ........................................ 3-55
17.325.010 — Findings .................................................................................................... 3-55
17.325.020 — Purpose ..................................................................................................... 3-56
17.325.030 — Applicability ............................................................................................ 3-58
17.325.040 — Exemptions from Landscaping Requirements.................................... 3-58
17.325.050 — Definitions ................................................................................................ 3-59
17.325.060 — Landscape and Irrigation Submittal Package Requirements............ 3-67
17.325.070 — Certificate of Completion....................................................................... 3-83
17.325.080 — Irrigation Scheduling.............................................................................. 3-84
17.325.090 — Landscape and Irrigation Maintenance Schedule .............................. 3-85
17.325.100 — Irrigation Audit, Irrigation Survey, and Irrigation Water Use Analysis3-86
17.325.110 — Recycled Water........................................................................................ 3-87
17.325.120 — Graywater Systems ................................................................................. 3-87
17.325.130 — Stormwater Management and Rainwater Retention ......................... 3-87
17.325.140 — Water Waste Prevention......................................................................... 3-88
17.325.150 — Maintenance............................................................................................. 3-89
17.325.160 — Public Education...................................................................................... 3-89
17.325.170 — Protection of Solar Access ...................................................................... 3-90
17.325.180 — Prescriptive Compliance Option........................................................... 3-90 Chapter 17.330 — Off-Street Parking and Loading Standards...................................... 3-93
17.330.010 — Purpose ..................................................................................................... 3-93
17.330.020 — Applicability ............................................................................................ 3-93
17.330.030 — General Parking Provisions ................................................................... 3-94
17.330.040 — Limitations on Parking/Storage of Vehicles ........................................ 3-94
17.330.050 — Number of Parking Spaces Required................................................... 3-97
17.330.060 — Adjustments to Parking Requirements.............................................. 3-108
17.330.070 — Disabled/Handicapped Parking Requirements................................ 3-111
3.A.7.b
Packet Pg. 137 Attachment: Exhibit A for Ord. 23-08 (Title 17 Development Code) (Second Reading/Adoption of Ordinance No. 23-08 for Development Code
TABLE OF CONTENTS
SAN JACINTO DEVELOPMENT CODE, TITLE 17 DECEMBER 2022 VI
17.330.080 — Parking Design and Development Standards................................... 3-112
17.330.090 — Landscaping Standards for Parking Areas........................................ 3-119
17.330.100 — Paving Limitations for Driveways for Single-Family Dwellings ... 3-121
17.330.110 — Bicycle Parking ...................................................................................... 3-123
17.330.120 — Off-Street Loading Design and Development Standards................ 3-125 Chapter 17.335 — Sign Regulations ................................................................................. 3-128
17.335.010 — Purpose ................................................................................................... 3-128
17.335.020 — Applicability .......................................................................................... 3-129
17.335.030 — General Provisions ................................................................................ 3-130
17.335.040 — Definitions .............................................................................................. 3-131
17.335.050 — Prohibited Signs .................................................................................... 3-146
17.335.060 — Standards for All Types of Signs......................................................... 3-147
17.335.070 — Standards for Permanent Signs........................................................... 3-153
17.335.080 — Standards for Specific Types of Permanent Signs ............................ 3-156
17.335.090 — Standards for Signs for Specific Uses ................................................. 3-164
17.335.100 — Standards for Temporary Signs .......................................................... 3-168
17.335.110 — Guidelines for Signs in Downtown Area........................................... 3-169
17.335.120 — Procedures for Sign Permits, Exemptions, and Revocations .......... 3-169
17.335.130 — Comprehensive Sign Program ............................................................ 3-176
17.335.140 — Maintenance........................................................................................... 3-178
17.335.150 — Enforcement........................................................................................... 3-180
17.335.160 — Nonconforming Signs........................................................................... 3-180
17.335.170 — Abandoned Signs .................................................................................. 3-181
17.335.180 — Illegal Signs ............................................................................................ 3-182 Chapter 17.350 — Transportation Demand Management............................................ 3-183
17.350.010 — Purpose ................................................................................................... 3-183
17.350.020 — Applicability .......................................................................................... 3-183
17.350.030 — Trip Reduction Standards and Plans.................................................. 3-184
17.350.040 — Trip Reduction Facilities and Methods.............................................. 3-184
17.350.050 — Enforcement........................................................................................... 3-187
17.350.060 — Compliance with AQMD Regulation XV .......................................... 3-187
17.350.070 — Voluntary Plans and Programs ........................................................... 3-188
3.A.7.b
Packet Pg. 138 Attachment: Exhibit A for Ord. 23-08 (Title 17 Development Code) (Second Reading/Adoption of Ordinance No. 23-08 for Development Code
TABLE OF CONTENTS
SAN JACINTO DEVELOPMENT CODE, TITLE 17 DECEMBER 2022 VII Article 4 Standards for Specific Land Uses
Page
Chapter 17.400 — Adult-Oriented Businesses ................................................................... 4-5
17.400.010 — Purpose and Intent.................................................................................... 4-5
17.400.020 — Definitions .................................................................................................. 4-6
17.400.030 — Minimum Proximity Requirements ..................................................... 4-12
17.400.040 — Compliance with Locational Requirements ........................................ 4-13
17.400.050 — Compliance with Applicable Standards and Regulations ................ 4-13
17.400.060 — Adult-Oriented Business Development and Performance Standards4-13
17.400.070 — Permits Required..................................................................................... 4-20
17.400.080 — Adult Use Planning Permit- Adult Business Application................. 4-21
17.400.090 — Adult-Oriented Business Permit Required.......................................... 4-23
17.400.100 — Adult Entertainer Permit Required ...................................................... 4-25
17.400.110 — Applications ............................................................................................. 4-26
17.400.120 — Investigation and Action on Application ............................................ 4-27
17.400.130 — Permit Disapproval................................................................................. 4-29
17.400.140 — Permit Renewals; Expiration ................................................................. 4-31
17.400.150 — Transfer of Adult-Oriented Business Permits..................................... 4-31
17.400.160 — Registration of New Employees............................................................ 4-32
17.400.170 — Suspension or Revocation of Permits................................................... 4-33
17.400.180 — Appeal of Disapproval, Suspension or Revocation ........................... 4-36
17.400.190 — Register of Adult Entertainers............................................................... 4-37
17.400.200 — Display of Permit..................................................................................... 4-37
17.400.210 — Employment of and Services Rendered to Persons under the age of 18 Years Prohibited ...................................................................................... 4-37
17.400.220 — Reservation of Right to Review Adult Use Planning Permit - Changed Conditions ................................................................................................ 4-37
17.400.230 — Inspection ................................................................................................. 4-38
17.400.240 — Regulations Nonexclusive ..................................................................... 4-38
17.400.250 — Fees ............................................................................................................ 4-38
17.400.260 — Violations and Penalties ......................................................................... 4-38
17.400.270 — Enforcement............................................................................................. 4-39
17.400.280 — Prohibited Uses........................................................................................ 4-39 Chapter 17.405 — Accessory Structures and Uses ........................................................... 4-40
17.405.010 — Accessory Amusement Devices ............................................................ 4-40
17.405.020 — Accessory Retail and Service Uses........................................................ 4-40
17.405.030 — Accessory Structures - Noncommercial Agricultural........................ 4-41
17.405.040 — Accessory Structures - Nonresidential................................................. 4-41
17.405.050 — Accessory Structures - Residential........................................................ 4-42
3.A.7.b
Packet Pg. 139 Attachment: Exhibit A for Ord. 23-08 (Title 17 Development Code) (Second Reading/Adoption of Ordinance No. 23-08 for Development Code
TABLE OF CONTENTS
SAN JACINTO DEVELOPMENT CODE, TITLE 17 DECEMBER 2022 VIII
17.405.060 — Accessory Dwelling Units...................................................................... 4-47 Chapter 17.410 — Condominiums and Condominium Conversions........................... 4-51
17.410.010 — Purpose ..................................................................................................... 4-51
17.410.020 — Applicability ............................................................................................ 4-51
17.410.030 — Subdivision Processes for New Condominiums ................................ 4-51
17.410.040 — Subdivision Processes for Condominium Conversions .................... 4-53
17.410.050 — Development Standards for All Condominiums ............................... 4-57
17.410.060 — Development Standards for New Condominiums ............................ 4-60
17.410.070 — Development Standards for Condominium Conversions ................ 4-62 Chapter 17.415 — Mobile Home Parks and Mobile Home Subdivisions................... 4-64
17.415.010 — Purpose ..................................................................................................... 4-64
17.415.020 — Applicable Law and Regulations.......................................................... 4-64
17.415.030 — Permit Requirements .............................................................................. 4-64
17.415.040 — Mobile Home Parks ................................................................................ 4-65
17.415.050 — Mobile Home Subdivisions.................................................................... 4-69 Chapter 17.420 — Multi-Family Development................................................................. 4-71
17.420.010 — Purpose ..................................................................................................... 4-71
17.420.020 — Applicability ............................................................................................ 4-71
17.420.030 — Processing................................................................................................. 4-72
17.420.040 — Minimum Amenities............................................................................... 4-72
17.420.050 — Development Standards......................................................................... 4-74
17.420.070 — Site Design Standards and Guidelines................................................. 4-78 Chapter 17.425 — Single-Family Development ............................................................... 4-86
17.425.010 — Residential Compatibility Standards ................................................... 4-86
17.425.020 — Residential Development Design Regulations ................................... 4-88 Chapter 17.427 — Mixed-Use Development..................................................................... 4-97
17.427.010 — Purpose ..................................................................................................... 4-97
17.427.020 — Applicability ............................................................................................ 4-97
17.427.030 — Processing................................................................................................. 4-97
17.427.040 — Commercial Development..................................................................... 4-98
17.427.050 — Mixed-Use Development ..................................................................... 4-100
17.427.060 — Live/Work Units .................................................................................... 4-106
17.427.070 — Multi-Family Development ................................................................. 4-109
17.427.080 — Single-Family Development ................................................................ 4-109 Chapter 17.430 — Standards for Specific Land Uses .................................................... 4-110
17.430.010 — Purpose ................................................................................................... 4-111
17.430.020 — Applicability .......................................................................................... 4-111
17.430.030 — Agritourism............................................................................................ 4-111
17.430.040 — Alcohol Sales.......................................................................................... 4-113
17.430.050 — Animal-Keeping .................................................................................... 4-119
3.A.7.b
Packet Pg. 140 Attachment: Exhibit A for Ord. 23-08 (Title 17 Development Code) (Second Reading/Adoption of Ordinance No. 23-08 for Development Code
TABLE OF CONTENTS
SAN JACINTO DEVELOPMENT CODE, TITLE 17 DECEMBER 2022 IX
17.430.060 — Animal Sales and Services ................................................................... 4-128
17.430.070 — Arcades ................................................................................................... 4-129
17.430.080 — Automated Teller Machines (ATMs).................................................. 4-129
17.430.090 — Bed and Breakfast Inns ......................................................................... 4-130
17.430.100 — Cargo Containers................................................................................... 4-131
17.430.110 — Community Care Facilities .................................................................. 4-132
17.430.120 — Community Gardens ............................................................................ 4-133
17.430.130 — Conversion of Residential Structures................................................. 4-134
17.430.140 — Cottage Businesses ................................................................................ 4-134
17.430.150 — Day Care Facilities................................................................................. 4-136
17.430.160 — Donation Boxes...................................................................................... 4-139
17.430.170 — Drive-Thru Facilities ............................................................................. 4-139
17.430.180 — Electric Vehicle Charging Stations...................................................... 4-141
17.430.190 — Emergency Shelters............................................................................... 4-143
17.430.200 — Limited, Seasonal Farming .................................................................. 4-145
17.430.210 — Live Entertainment................................................................................ 4-146
17.430.220 — Mobile/Manufactured Homes ............................................................. 4-148
17.430.230 — Outdoor Dining ..................................................................................... 4-149
17.430.240 — Outdoor Displays and Sales ................................................................ 4-150
17.430.250 — Outdoor Storage .................................................................................... 4-152
17.430.260 — Recreational Vehicle Parks................................................................... 4-153
17.430.270 — Recycling Facilities................................................................................ 4-154
17.430.280 — Residential Care Facilities .................................................................... 4-157
17.430.290 — Satellite/Dish Antenna and Amateur Radio Antenna ..................... 4-158
17.430.300 — Senior Residential Projects................................................................... 4-161
17.430.310 — Service Stations (Gas Stations) ............................................................ 4-163
17.430.320 — Shopping Centers .................................................................................. 4-166
17.430.330 — Solar Energy Systems; Expedited Permitting for Small Residential Rooftop Solar Energy Systems .....................................................................4-169
17.430.340 — Tobacco Stores ....................................................................................... 4-176
17.430.350 — Vehicle Storage and Towing and Storage.......................................... 4-181
17.430.360 — Wind Energy Systems........................................................................... 4-183
17.430.370 — Wireless Telecommunication Facilities.............................................. 4-185 Chapter 17.435 — Cannabis Oriented Businesses ......................................................... 4-197
17.435.010 — Purpose and Intent................................................................................ 4-197
17.435.020 — Applicability .......................................................................................... 4-197
17.435.030 — Definitions .............................................................................................. 4-197
17.435.040 — Cannabis Oriented Businesses Development Standards ................ 4-202
3.A.7.b
Packet Pg. 141 Attachment: Exhibit A for Ord. 23-08 (Title 17 Development Code) (Second Reading/Adoption of Ordinance No. 23-08 for Development Code
TABLE OF CONTENTS
SAN JACINTO DEVELOPMENT CODE, TITLE 17 DECEMBER 2022 X
17.435.050 — Performance Standards ........................................................................ 4-206
17.435.060 — Permits Required................................................................................... 4-208
3.A.7.b
Packet Pg. 142 Attachment: Exhibit A for Ord. 23-08 (Title 17 Development Code) (Second Reading/Adoption of Ordinance No. 23-08 for Development Code
TABLE OF CONTENTS
SAN JACINTO DEVELOPMENT CODE, TITLE 17 DECEMBER 2022 XI Article 5 Resource Management
Page
Chapter 17.500 — Archaeological, Paleontological, and Tribal Cultural Resource Protection............................................................................................... 5-2
17.500.010 — Purpose ....................................................................................................... 5-2
17.500.020 — Applicability .............................................................................................. 5-2
17.500.030 — Resource Assessment Procedures........................................................... 5-2 Chapter 17.510 — Historic Preservation .............................................................................. 5-6
17.510.010 — Purpose ....................................................................................................... 5-6
17.510.020 — Duties of the Commission........................................................................ 5-6
17.510.030 — Register of Historic Resources................................................................. 5-6
17.510.040 — Designation as Historic Resource ........................................................... 5-6
17.510.050 — Criteria for Designation............................................................................ 5-7
17.510.060 — Alteration of Designated Historic Resource.......................................... 5-7
17.510.070 — Procedure for Protection of Potential Historic Resources................... 5-9
17.510.080 — Appeals ..................................................................................................... 5-10 Chapter 17.520 — Natural Resource Conservation .......................................................... 5-11
17.520.010 — Purpose ..................................................................................................... 5-11
17.520.020 — Applicability ............................................................................................ 5-11
17.520.030 — Plant and Habitat Conservation ............................................................ 5-11
17.520.040 — Soil Conservation .................................................................................... 5-12
17.520.050 — Water Quality .......................................................................................... 5-12
3.A.7.b
Packet Pg. 143 Attachment: Exhibit A for Ord. 23-08 (Title 17 Development Code) (Second Reading/Adoption of Ordinance No. 23-08 for Development Code
TABLE OF CONTENTS
SAN JACINTO DEVELOPMENT CODE, TITLE 17 DECEMBER 2022 XII Article 6 Permit Procedures
Page
Chapter 17.600 — Permit Application Filing and Processing.......................................... 6-6
17.600.010 — Purpose ....................................................................................................... 6-6
17.600.020 — Authority for Land Use and Zoning Decisions .................................... 6-6
17.600.030 — Multiple Permit Applications.................................................................. 6-6
17.600.040 — Application Preparation and Filing........................................................ 6-8
17.600.050 — Application Fees ........................................................................................ 6-9
17.600.060 — Applicant Indemnification....................................................................... 6-9
17.600.070 — Initial Application Review..................................................................... 6-10
17.600.080 — Project Evaluation and Staff Reports.................................................... 6-11
17.600.090 — Environmental Review........................................................................... 6-11
17.600.100 — Water Quality Management Plan (WQMP) Required ....................... 6-12 Chapter 17.603 — Cannabis Oriented Businesses Permit .............................................. 6-17
17.603.010 — Purpose and Intent.................................................................................. 6-17
17.603.020 — Applicability ............................................................................................ 6-18
17.603.030 — Review Authority.................................................................................... 6-18
17.603.040 — Application Requirements ..................................................................... 6-18
17.603.050 — Phased Expansion and Build-Out......................................................... 6-20
17.603.060 — Investigation and Action on Application ............................................ 6-21
17.603.070 — Permit Disapproval................................................................................. 6-21
17.603.080 — Conditions of Approval ......................................................................... 6-22
17.603.090 — Use of Property Before Final Action..................................................... 6-22
17.603.100 — Permit Renewals; Expiration ................................................................. 6-23
17.603.110 – Suspension or Revocation of Permits..................................................... 6-23
17.603.120 – Appeal of Disapproval, Suspension, and Revocation ......................... 6-25
17.603.130 – Reservation of Right to Review Cannabis Oriented Business Permit – Changed Conditions.......................................................................................... 6-25
17.603.140 – Inspection ................................................................................................... 6-26
17.603.150 – Regulations Nonexclusive ....................................................................... 6-26
17.603.160 – Fees .............................................................................................................. 6-26
17.603.170 – Violations and Penalties ........................................................................... 6-26
17.603.180 – Enforcement............................................................................................... 6-27 Chapter 17.605 — Conditional Use Permits and Minor Use Permits........................... 6-28
17.605.010 — Purpose ..................................................................................................... 6-28
17.605.020 — Applicability ............................................................................................ 6-28
17.605.030 — Review Authority.................................................................................... 6-29
17.605.040 — Application Requirements ..................................................................... 6-29
17.605.050 — Project Review, Notice, and Hearing ................................................... 6-29
3.A.7.b
Packet Pg. 144 Attachment: Exhibit A for Ord. 23-08 (Title 17 Development Code) (Second Reading/Adoption of Ordinance No. 23-08 for Development Code
TABLE OF CONTENTS
SAN JACINTO DEVELOPMENT CODE, TITLE 17 DECEMBER 2022 XIII
17.605.060 — Findings and Decision ............................................................................ 6-30
17.605.070 — Action of Commission............................................................................ 6-31
17.605.080 — Existing Conditional Uses...................................................................... 6-31
17.605.090 — Conditions of Approval ......................................................................... 6-31
17.605.100 — Use of Property Before Final Action..................................................... 6-31
17.605.110 — Modification of Permit ........................................................................... 6-31
17.605.120 — Periodic Review....................................................................................... 6-31
17.605.130 — Permit to Run with the Land................................................................. 6-31
17.605.140 — Post-Decision Procedures....................................................................... 6-32 Chapter 17.610 — Development Agreements ................................................................... 6-33
17.610.010 — Purpose ..................................................................................................... 6-33
17.610.020 — Application............................................................................................... 6-34
17.610.030 — Application Filing, Processing, and Review ....................................... 6-34
17.610.040 — Content of Development Agreement ................................................... 6-36
17.610.050 — Execution and Recordation.................................................................... 6-37
17.610.060 — Amendment and Cancellation of Development Agreements .......... 6-37
17.610.070 — Modification or Suspension of Development Agreements............... 6-38
17.610.080 — Periodic Review....................................................................................... 6-38
17.610.090 — Effect of Development Agreements...................................................... 6-40
17.610.100 — Approved Development Agreements.................................................. 6-41
17.610.110 — Newly Annexed Lands........................................................................... 6-41 Chapter 17.615 — Home Occupations................................................................................ 6-42
17.615.010 — Purpose ..................................................................................................... 6-42
17.615.020 — Applicability ............................................................................................ 6-42
17.615.030 — Business Registration and Approval Process...................................... 6-42
17.615.040 — Allowed Home Occupations ................................................................. 6-42
17.615.050 — Prohibited Home Occupations.............................................................. 6-44
17.615.060 — Compliance with Standards and Conditions ...................................... 6-45
17.615.070 —Decision ..................................................................................................... 6-46
17.615.080 — Conditions of Approval ......................................................................... 6-47
17.615.090 — Inspections................................................................................................ 6-47
17.615.100 — Changes in Home Occupation .............................................................. 6-47
17.615.110 — Post-Decision Procedures....................................................................... 6-47 Chapter 17.620 — Planned Development Permits........................................................... 6-48
17.620.010 — Purpose ..................................................................................................... 6-48
17.620.020 — Applicability ............................................................................................ 6-48
17.620.030 — Review Authority.................................................................................... 6-49
17.620.040 — Application Filing, Processing, and Review ....................................... 6-49
17.620.050 — Project Review, Notice, and Hearing ................................................... 6-50
3.A.7.b
Packet Pg. 145 Attachment: Exhibit A for Ord. 23-08 (Title 17 Development Code) (Second Reading/Adoption of Ordinance No. 23-08 for Development Code
TABLE OF CONTENTS
SAN JACINTO DEVELOPMENT CODE, TITLE 17 DECEMBER 2022 XIV
17.620.060 — Findings and Decision ............................................................................ 6-50
17.620.070 — Planned Development Permit Amendment........................................ 6-52
17.620.080 — Development Schedule........................................................................... 6-52
17.620.090 — Conditions of Approval ......................................................................... 6-53
17.620.100 — Use of Property Before Final Action..................................................... 6-53
17.620.110 — Post-Decision Procedures....................................................................... 6-53 Chapter 17.625 — Reasonable Accommodation............................................................... 6-54
17.625.010 — Purpose ..................................................................................................... 6-54
17.625.020 — Applicability ............................................................................................ 6-54
17.625.030 — Application Requirements ..................................................................... 6-56
17.625.040 — Review Authority.................................................................................... 6-57
17.625.050 — Review Procedures.................................................................................. 6-57
17.625.060 — Findings and Decision ............................................................................ 6-57
17.625.070 — Rescission of Approval of Reasonable Accommodation................... 6-58 Chapter 17.630 — Site Plan and Design Review.............................................................. 6-59
17.630.010 — Purpose and Intent.................................................................................. 6-59
17.630.020 — Applicability ............................................................................................ 6-59
17.630.030 — Review Authority.................................................................................... 6-60
17.630.040 — Application Filing, Processing, and Review ....................................... 6-62
17.630.050 — Findings and Decision ............................................................................ 6-64
17.630.060 — Conditions of Approval ......................................................................... 6-65
17.630.070 — Issuance of Other Required Permits and Approvals ......................... 6-65
17.630.080 — Minor Changes by Director................................................................... 6-66
17.630.090 — Post-Decision Procedures....................................................................... 6-66 Chapter 17.635 — Specific Plans ......................................................................................... 6-67
17.635.010 — Purpose ..................................................................................................... 6-67
17.635.020 — Intent ......................................................................................................... 6-67
17.635.030 — Applicability ............................................................................................ 6-67
17.635.040 — Initiation of Specific Plans...................................................................... 6-68
17.635.050 — Application Filing and Initial Review.................................................. 6-68
17.635.060 — Preparation and Content........................................................................ 6-69
17.635.070 — Application Processing........................................................................... 6-70
17.635.080 — Adoption of Specific Plan....................................................................... 6-71
17.635.090 — Amendment of Specific Plan ................................................................. 6-71 Chapter 17.640 — Temporary Use and Special Event Permits ...................................... 6-72
17.640.010 — Purpose ..................................................................................................... 6-72
17.640.020 — Definition.................................................................................................. 6-72
17.640.030 — Applicability ............................................................................................ 6-72
17.640.040 — Exempt Temporary Uses........................................................................ 6-73
17.640.050 — Allowed Temporary Uses ...................................................................... 6-74
3.A.7.b
Packet Pg. 146 Attachment: Exhibit A for Ord. 23-08 (Title 17 Development Code) (Second Reading/Adoption of Ordinance No. 23-08 for Development Code
TABLE OF CONTENTS
SAN JACINTO DEVELOPMENT CODE, TITLE 17 DECEMBER 2022 XV
17.640.060 — Application Filing, Processing, and Review ....................................... 6-75
17.640.070 — Director’s Review.................................................................................... 6-78
17.640.080 — Findings and Decision ............................................................................ 6-78
17.640.090 — Conditions of Approval ......................................................................... 6-79
17.640.100 — Extensions for Temporary Use Permits and Special Event Permits 6-80
17.640.110 — Condition of Site Following Temporary Use ...................................... 6-80
17.640.120 — Post-Decision Procedures....................................................................... 6-80 Chapter 17.645 — Transfer of Development Rights........................................................ 6-81
17.645.010 — Purpose ..................................................................................................... 6-81
17.645.020 — Applicability ............................................................................................ 6-81
17.645.030 — General Requirements ............................................................................ 6-82
17.645.040 — Application Filing, Processing, and Review ....................................... 6-82
17.645.050 — Findings and Decision ............................................................................ 6-82
17.645.060 — Conditions of Approval ......................................................................... 6-83
17.645.070 — Post-Decision Procedures....................................................................... 6-84 Chapter 17.650 — Variances and Minor Variances ......................................................... 6-85
17.650.010 — Purpose ..................................................................................................... 6-85
17.650.020 — Applicability ............................................................................................ 6-85
17.650.030 — Review Authority.................................................................................... 6-87
17.650.040 — Application Filing, Processing, and Review ....................................... 6-87
17.650.050 — Findings and Decision ............................................................................ 6-88
17.650.060 — Disapproval of Minor Variance............................................................. 6-89
17.650.070 — Precedents ................................................................................................ 6-89
17.650.080 — Burden of Proof ....................................................................................... 6-89
17.650.090 — Conditions of Approval ......................................................................... 6-89
17.650.100 — Use of Property Before Final Action..................................................... 6-89
17.650.110 — Post-Decision Procedures....................................................................... 6-89 Chapter 17.655 — Zoning Clearances................................................................................. 6-90
17.655.010 — Purpose ..................................................................................................... 6-90
17.655.020 — Applicability ............................................................................................ 6-90
17.655.030 — Review Procedure ................................................................................... 6-91
17.655.040 — Post-Decision Procedures....................................................................... 6-91 Chapter 17.660 — Implementation, Time Limits, and Extensions ............................... 6-92
17.660.010 — Purpose ..................................................................................................... 6-92
17.660.020 — Conformance to Approved Plans ......................................................... 6-92
17.660.030 — Effective Dates of Permits ...................................................................... 6-92
17.660.040 — Acknowledgement and Acceptance of Conditions............................ 6-93
17.660.050 — Applications Deemed Approved.......................................................... 6-93
17.660.060 — Permits to Run with the Land ............................................................... 6-94
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Packet Pg. 147 Attachment: Exhibit A for Ord. 23-08 (Title 17 Development Code) (Second Reading/Adoption of Ordinance No. 23-08 for Development Code
TABLE OF CONTENTS
SAN JACINTO DEVELOPMENT CODE, TITLE 17 DECEMBER 2022 XVI
17.660.070 — Performance Guarantees ........................................................................ 6-94
17.660.080 — Expiration................................................................................................. 6-95
17.660.090 — Time Extensions....................................................................................... 6-98
17.660.100 — Changes to an Approved Project.......................................................... 6-99
17.660.110 — Resubmittals........................................................................................... 6-100
17.660.120 — Covenants of Easements....................................................................... 6-101
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Packet Pg. 148 Attachment: Exhibit A for Ord. 23-08 (Title 17 Development Code) (Second Reading/Adoption of Ordinance No. 23-08 for Development Code
TABLE OF CONTENTS
SAN JACINTO DEVELOPMENT CODE, TITLE 17 DECEMBER 2022 XVII Article 7 Administration
Page
Chapter 17.700 — Administrative Responsibility ............................................................. 7-3
17.700.010 – Purpose ......................................................................................................... 7-3
17.700.020 – Planning Agency Defined.......................................................................... 7-3
17.700.030 – City Council ................................................................................................. 7-3
17.700.040 – Planning Commission ................................................................................ 7-4
17.700.050 – Planning Director........................................................................................ 7-4 Chapter 17.705 — Nonconforming Parcels, Structures, and Uses .................................. 7-6
17.705.010 – Purpose and Intent...................................................................................... 7-6
17.705.020 – Definitions .................................................................................................... 7-7
17.705.030 – Time of Beginning of Nonconformity ...................................................... 7-7
17.705.040 – Proof of Legal Nonconformity .................................................................. 7-8
17.705.050 – Restrictions on Nonconforming Uses and Structures............................ 7-8
17.705.060 – Residential Exemptions............................................................................ 7-11
17.705.070 – Loss of Nonconforming Status................................................................ 7-12
17.705.080 – Nonconforming Parcels and Merger of Parcels.................................... 7-16
17.705.090 – Effect of Conditional/Minor Use Permit Requirements ...................... 7-17
17.705.100 – Nonconforming Service Stations / Gas Stations ................................... 7-17
17.705.110 – Nonconforming Parking .......................................................................... 7-17
17.705.120 – Nonconforming Adjustments.................................................................. 7-18 Chapter 17.710 — Public Noticing and Hearings............................................................. 7-19
17.710.010 – Purpose ....................................................................................................... 7-19
17.710.020 – Noticing for Director Approvals............................................................. 7-19
17.710.030 – Notice of Hearing...................................................................................... 7-21
17.710.040 – Hearing Procedure.................................................................................... 7-23
17.710.050 – Recommendation by Commission.......................................................... 7-23
17.710.060 – Decision and Notice.................................................................................. 7-24
17.710.070 – Effective Date of Decision ........................................................................ 7-25 Chapter 17.715 — Appeals .................................................................................................... 7-26
17.715.010 – Purpose ....................................................................................................... 7-26
17.715.020 – Appeal Subjects and Jurisdiction............................................................ 7-26
17.715.030 – Calls for Review ........................................................................................ 7-26
17.715.040 – Filing and Processing of Appeals ........................................................... 7-28
17.715.050 – Judicial Review.......................................................................................... 7-31 Chapter 17.720 — Amendments .......................................................................................... 7-32
17.720.010 – Purpose ....................................................................................................... 7-32
17.720.020 – Initiation of Amendment.......................................................................... 7-32
17.720.030 – Processing, Notice, and Hearings ........................................................... 7-32
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Packet Pg. 149 Attachment: Exhibit A for Ord. 23-08 (Title 17 Development Code) (Second Reading/Adoption of Ordinance No. 23-08 for Development Code
TABLE OF CONTENTS
SAN JACINTO DEVELOPMENT CODE, TITLE 17 DECEMBER 2022 XVIII
17.720.040 – Commission's Action on Amendment................................................... 7-34
17.720.050 – Council's Action on Amendment............................................................ 7-35
17.720.060 – Findings and Decision .............................................................................. 7-36
17.720.070 – Prezoning – Annexations ......................................................................... 7-37
17.720.080 – Effective Dates ........................................................................................... 7-37 Chapter 17.725 — Enforcement Provisions .....................................................................................7-39
17.725.010 – Purpose ....................................................................................................... 7-39
17.725.020 – Permits and Licenses ................................................................................ 7-39
17.725.030 – Enforcement Responsibility..................................................................... 7-39
17.725.040 – Violations.................................................................................................... 7-40
17.725.050 – Remedies are Cumulative ........................................................................ 7-41
17.725.060 – Inspections.................................................................................................. 7-41
17.725.070 – Revocation or Modifications.................................................................... 7-42
17.725.080 – Initial Enforcement Action....................................................................... 7-43
17.725.090 – Legal Remedies.......................................................................................... 7-45
17.725.100 – Recovery of Costs...................................................................................... 7-46
17.725.110 – Additional Permit Processing Fees......................................................... 7-48
17.725.120 – Reinspection Fees ...................................................................................... 7-48
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Packet Pg. 150 Attachment: Exhibit A for Ord. 23-08 (Title 17 Development Code) (Second Reading/Adoption of Ordinance No. 23-08 for Development Code
TABLE OF CONTENTS
SAN JACINTO DEVELOPMENT CODE, TITLE 17 DECEMBER 2022 XIX Article 8 Definitions
Page
Chapter 17.800 — Definitions................................................................................................ 8-1
17.800.010 – Purpose ......................................................................................................... 8-1
17.800.020 – Definitions, “A”........................................................................................... 8-2
17.800.030 – Definitions, “B”.......................................................................................... 8-12
17.800.040 – Definitions, “C” ......................................................................................... 8-16
17.800.050 – Definitions, “D”......................................................................................... 8-28
17.800.060 – Definitions, “E”.......................................................................................... 8-31
17.800.070 – Definitions, "F"........................................................................................... 8-34
17.800.080 – Definitions, "G".......................................................................................... 8-38
17.800.090 – Definitions, "H".......................................................................................... 8-40
17.800.100 – Definitions, "I"............................................................................................ 8-42
17.800.110 – Definitions, "J"............................................................................................ 8-43
17.800.120 – Definitions, "K".......................................................................................... 8-44
17.800.130 – Definitions, "L"........................................................................................... 8-45
17.800.140 – Definitions, "M" ......................................................................................... 8-51
17.800.150 – Definitions, "N".......................................................................................... 8-55
17.800.160 – Definitions, "O".......................................................................................... 8-56
17.800.170 – Definitions, "P"........................................................................................... 8-58
17.800.180 – Definitions, "Q".......................................................................................... 8-62
17.800.190 – Definitions, "R" .......................................................................................... 8-63
17.800.200 – Definitions, "S"........................................................................................... 8-67
17.800.210 – Definitions, "T"........................................................................................... 8-72
17.800.220 – Definitions, "U".......................................................................................... 8-75
17.800.230 – Definitions, "V".......................................................................................... 8-76
17.800.240 – Definitions, "W"......................................................................................... 8-79
17.800.250 – Definitions, "X" .......................................................................................... 8-81
17.800.260 – Definitions, "Y" .......................................................................................... 8-82
17.800.270 – Definitions, "Z" .......................................................................................... 8-83
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Packet Pg. 151 Attachment: Exhibit A for Ord. 23-08 (Title 17 Development Code) (Second Reading/Adoption of Ordinance No. 23-08 for Development Code
TABLE OF CONTENTS
SAN JACINTO DEVELOPMENT CODE, TITLE 17 DECEMBER 2022 XX Article 9 State Mandated Procedures
Page
Chapter 17.900 – General ............................................................................................................2
17.900.010 — Purpose ...........................................................................................................2
17.900.020 — Applicability ..................................................................................................2
17.900.030 — Definitions ......................................................................................................2
17.900.040 — Approval Authority......................................................................................3 Chapter 17.905 – SB 9 – Urban Lot Splits.................................................................................5
17.905.010 — Applicants; Approval Authority.................................................................5
17.905.020 — Development and Subdivision Standards.................................................6
17.905.030 — Grounds for Denial .......................................................................................7
17.905.040 — Standards Specific to Urban Lot Splits.....................................................10
17.905.050 — Separate Conveyance..................................................................................12
17.905.060 — Restriction of Uses.......................................................................................12
17.905.070 — Deed Restriction ..........................................................................................13
17.905.080 — Review for Parcel Merger or Reversion to Acreage...............................14 Chapter 17.905 – SB 9 – Two-Unit Projects............................................................................15
17.910.010 — Applicants; Approving Authority............................................................15
17.910.020 — Objective Development Standards ...........................................................16
17.910.030 — Grounds for Denial .....................................................................................16
17.910.040 — Standards Specific to Two-Unit Projects..................................................18
17.910.050 — Separate Conveyance..................................................................................20
17.910.060 — Restriction of Uses.......................................................................................21
17.910.070 — Deed Restriction ..........................................................................................21 Chapter 17.900 – General ............................................................................................................2
17.900.010 — Purpose ...........................................................................................................2
17.900.020 — Applicability ..................................................................................................2
17.900.030 — Definitions ......................................................................................................2
17.900.040 — Approval Authority......................................................................................3 Chapter 17.905 – SB 9 – Urban Lot Splits.................................................................................5
17.905.010 — Applicants; Approval Authority.................................................................5
17.905.020 — Development and Subdivision Standards.................................................6
17.905.030 — Grounds for Denial .......................................................................................7
17.905.040 — Standards Specific to Urban Lot Splits.....................................................10
17.905.050 — Separate Conveyance..................................................................................12
17.905.060 — Restriction of Uses.......................................................................................12
17.905.070 — Deed Restriction ..........................................................................................13
17.905.080 — Review for Parcel Merger or Reversion to Acreage...............................14
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Packet Pg. 152 Attachment: Exhibit A for Ord. 23-08 (Title 17 Development Code) (Second Reading/Adoption of Ordinance No. 23-08 for Development Code
TABLE OF CONTENTS
SAN JACINTO DEVELOPMENT CODE, TITLE 17 DECEMBER 2022 XXI Chapter 17.905 – SB 9 – Two-Unit Projects............................................................................15
17.910.010 — Applicants; Approving Authority............................................................15
17.910.020 — Objective Development Standards ...........................................................16
17.910.030 — Grounds for Denial .....................................................................................16
17.910.040 — Standards Specific to Two-Unit Projects..................................................18
17.910.050 — Separate Conveyance..................................................................................20
17.910.060 — Restriction of Uses.......................................................................................21
17.910.070 — Deed Restriction ..........................................................................................21
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Packet Pg. 153 Attachment: Exhibit A for Ord. 23-08 (Title 17 Development Code) (Second Reading/Adoption of Ordinance No. 23-08 for Development Code
TABLE OF CONTENTS
SAN JACINTO DEVELOPMENT CODE, TITLE 17 DECEMBER 2022 XXII List of Tables
Page
Table 2-1 Zones Implementing the General Plan .......................................................... 2-4 Table 2-2 Allowed Uses and Permit Requirements .................................................... 2-11 Table 2-3 Allowed Incidental Uses and Permit Requirements.................................. 2-23 Table 2-4 Development Standards Residential Zones ................................................ 2-23 Table 2-5 Amenity Density Incentives for Projects in Residential Zones ................ 2-35 Table 2-6 Development Standards for Commercial and Office Zones..................... 2-41 Table 2-7 Development Standards for Industrial Zones ............................................ 2-39 Table 2-8 Development Standards for Mixed-Use and Commercial Developments within the Mixed-Use Zones ......................................................................... 2-43 Table 2-9 Development Standards for Small Lot Residential Detached Developments in Mixed-Use Zones ............................................................. 2-45 Table 2-10 Development Standards for Special Purpose Zones.................................. 2-49 Table 3-1 Significant Pollution Sources and Sensitive Land Use Typess .................... 3-8 Table 3-2 Maximum Allowed Projections into Setback Areas.................................... 3-26 Table 3-3 Summary of State-Mandated Density Bonus Requirements ..................... 3-37 Table 3-4 Standards for Fences, Walls, and Hedges ..................................................... 3-45 Table 3-5 Parking Requirements by Land Use .............................................................. 3-98 Table 3-6 Parking Reductions for Large Projects ........................................................ 3-111 Table 3-7 Maximum Distances For Off-Site Parking For Nonresidential Uses ...... 3-113 Table 3-8 Parking Space Dimensions............................................................................ 3-117 Table 3-9 Parking Area Dimensions ............................................................................. 3-117 Table 3-10 Required Loading Spaces .............................................................................. 3-126 Table 3-11 Signs Allowed in Residential Zones ............................................................ 3-153 Table 3-12 Signs Allowed in Commercial, Office, Institutional, and Industrial Zones3-155 Table 3-13 Number of Employees Generated by Land Uses....................................... 3-183 Table 4-1 Required Setbacks – Accessory Residential Structures and Uses ............. 4-44 Table 4-2 Development Standards for Mobile Home Parks and Subdivisions ........ 4-66 Table 4-3 Setbacks for Multi-Family Residential Projects............................................ 4-75 Table 4-4 Minimum Separation between Multi-Family Structures............................ 4-75 Table 4-5 Animal-Keeping Standards........................................................................... 4-103 Table 4-6 Development Standards for Recreational Vehicle Park Subdivisions.... 4-152 Table 4-7 Development Standards for Senior Residential Projects .......................... 4-161 Table 6-1 Review Authority.............................................................................................. 6-7 Table 6-2 Review Authority for Site Plan and Design Review.................................. 6-61 Table 6-3 Types of Minor Variances Allowed.............................................................. 6-86 Table 7-1 Amortization Schedule .................................................................................... 7-15
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Packet Pg. 154 Attachment: Exhibit A for Ord. 23-08 (Title 17 Development Code) (Second Reading/Adoption of Ordinance No. 23-08 for Development Code
TABLE OF CONTENTS
SAN JACINTO DEVELOPMENT CODE, TITLE 17 DECEMBER 2022 XXIII List of Figures
Page
Figure 2-1 Limits on Paving and Hardscaping for Residential Front Yards .............. 2-29 Figure 3-1 Outdoor Light and Glare................................................................................. 3-11 Figure 3-2 Height Measurement ....................................................................................... 3-16 Figure 3-3 Reserved.....................................................................................................................
Figure 3-4 Screening and Buffering between Different Land Uses and Zones .......... 3-21 Figure 3-5 Screening of Roof-Mounted Equipment ....................................................... 3-21 Figure 3-6 Rear Setback Areas on Irregularly-Shaped Parcels ..................................... 3-25 Figure 3-7 Allowed Projections into Setback Area ......................................................... 3-27 Figure 3-8 Solid Waste Enclosure...................................................................................... 3-29 Figure 3-9 Traffic Visibility Area for Street-to-Street Intersections.............................. 3-31 Figure 3-10 Traffic Visibility Area for Street-to-Driveway Intersections ...................... 3-32 Figure 3-11 Types of Fencing............................................................................................... 3-48 Figure 3-12 Fence, Wall, and Hedge Location and Height.............................................. 3-49 Figure 3-13 Maximum Height of Combined Fence and Retaining Wall....................... 3-50 Figure 3-14 Stepped Retaining Walls ................................................................................. 3-51 Figure 3-15 Allowable Recreational Vehicle Storage Area.............................................. 3-96 Figure 3-16 Downtown Area Subject to Reduced Parking Requirements .................. 3-107 Figure 3-17 Parking Area Layout...................................................................................... 3-115 Figure 3-18 Interior Parking Lot Landscaping................................................................ 3-117 Figure 3-19 Line of Sight Study......................................................................................... 3-121 Figure 3-20 Awning Sign.................................................................................................... 3-127 Figure 3-21 Canopy Sign .................................................................................................... 3-128 Figure 3-22 Changeable Copy Signs................................................................................. 3-129 Figure 3-23 Directional Sign............................................................................................... 3-130 Figure 3-24 Double-Faced Sign.......................................................................................... 3-131 Figure 3-25 Types of Freestanding Signs ......................................................................... 3-132 Figure 3-26 Frontages.......................................................................................................... 3-133 Figure 3-27 Projecting Sign ................................................................................................ 3-135 Figure 3-28 Sign Projection ................................................................................................ 3-136 Figure 3-29 Electrical Raceway with Channel Letter..................................................... 3-136 Figure 3-30 Temporary Signs............................................................................................. 3-138 Figure 3-31 Wall Sign.......................................................................................................... 3-140 Figure 3-32 Sign Area Measurement ............................................................................... 3-144 Figure 3-33 Calculation of Freestanding Sign Area........................................................ 3-145 Figure 3-34 Sign Area Measurement for Three-Dimensional Objects ......................... 3-146 Figure 3-35 Example of Sign Types .................................................................................. 3-149 Figure 3-36 Height of Awning........................................................................................... 3-152
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Packet Pg. 155 Attachment: Exhibit A for Ord. 23-08 (Title 17 Development Code) (Second Reading/Adoption of Ordinance No. 23-08 for Development Code
TABLE OF CONTENTS
SAN JACINTO DEVELOPMENT CODE, TITLE 17 DECEMBER 2022 XXIV Figure 3-37 Pylon Sign Proportions.................................................................................. 3-154 Figure 3-38 Monument Sign Proportions ........................................................................ 3-154 Figure 3-39 Appropriate Wall Sign Location .................................................................. 3-157 Figure 3-40 Required Separation of Wall Signs .............................................................. 3-157 Figure 3-41 Wall Sign Location on Building Frontage................................................... 3-158 Figure 3-42 Real Estate Sign............................................................................................... 3-169 Figure 4-1 Minimum Separation between Multi-Family Structures............................ 4-76 Figure 4-2 Location of Amateur Radio Antenna .......................................................... 4-158 Figure 4-3 Examples of Shopping Structure Setback ................................................... 4-167 Figure 8-1 Abutting vs. Adjacent ........................................................................................ 8-2 Figure 8-2 Wavelength and Frequency ............................................................................ 8-10 Figure 8-3 Building Envelope ............................................................................................ 8-14 Figure 8-4 Impervious Surface Coverage and Structure Coverage ............................. 8-26 Figure 8-5 Cut and Fill........................................................................................................ 8-27 Figure 8-6 Floor Area Ratio................................................................................................ 8-35 Figure 8-7 Landform Grading ........................................................................................... 8-45 Figure 8-8 Lot Types ........................................................................................................... 8-48 Figure 8-9 Lot Features ....................................................................................................... 8-49 Figure 8-10 Setbacks.............................................................................................................. 8-67 Figure 8-11 Yards................................................................................................................... 8-82 Figure 8-12 Zero Lot Line Development............................................................................ 8-83
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Packet Pg. 156 Attachment: Exhibit A for Ord. 23-08 (Title 17 Development Code) (Second Reading/Adoption of Ordinance No. 23-08 for Development Code
AMENDMENTS BY ORDINANCE
SAN JACINTO DEVELOPMENT CODE, TITLE 17 DECEMBER 2022 XXV The San Jacinto Development Code, Title 17
Adopted in its Entirety December 2012
AMENDED BY ORDINANCES
ORDINANCE
NUMBER
ADOPTION DATE DESCRIPTION
14-03 May 6, 2014 Regarding congregate living facilities and group homes for persons with disabilities.
14-04 May 6, 2014 Regarding reasonable accommodation.
15-08 October 6, 2015 Regarding an expedited, streamlined permitting process for small residential rooftop solar systems and to make other changes pursuant to AB 2188.
16-01 April 5, 2016 Regarding updates for compliance with the State Mandated Water Efficient Landscape Ordinance.
16-17 February 7. 2017 Marijuana Cultivation as a non-conforming agricultural use.
17-01 April 18, 2017 Amending the following: 1) 1) Accessory (Second) Dwelling Units; 2) Second Story Balconies on Single
Family Residences; 3) Cross References to other sections of the Municipal Code; 4) Cross Reference to Appendix 1 of the Landscape Design Guidelines; 5) Vehicle Sales; 6)
Towing and Storage and Vehicle Storage; 7) Metal
Buildings; 8) Cross Reference to Appendix 2 of the
Landscape Design Guidelines; 9) Cross Reference in the
Water Efficient Landscape and Irrigation Section to the newly updated Building Code Modifications; 10) Change
from Public Works Director to City Engineer in Section
17.335.090 – Standards for Signs for Specific Uses; 11) Alcohol Sales; 12) Animal Keeping to Permit up to Four
Chickens in Residential Zones; and 13) Worm Farms and
Worm Composting.
17-02 May 16, 2017 Amending Article 2 (Zones, Allowable Land Uses, and Zone-Specific Standards), Article 4 (Standards for Specific Land Uses), Article 6 (Permit Procedures), Article 7
(Administration) and Article 8 (Definitions), consistent with recent changes in State law concerning the Adult Use of Marijuana Act (AUMU) passed by the California voters at the November 8, 2016 election, to regulate the
establishment of commercial marijuana cultivation in the IL – Light Industrial Zone, create development standards
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Packet Pg. 157 Attachment: Exhibit A for Ord. 23-08 (Title 17 Development Code) (Second Reading/Adoption of Ordinance No. 23-08 for Development Code
TABLE OF CONTENTS
SAN JACINTO DEVELOPMENT CODE, TITLE 17 DECEMBER 2022 XXVI for commercial marijuana cultivation and amend the Loss of Non-conforming Status Section regarding commercial
marijuana cultivation as an agricultural use.
19-10 June 18, 2019 Amending title 17 of the San Jacinto Municipal Code by amending development code chapters 17.215, 17.220,
17.225, 17.230, 17.430, 17.435, 17.600, 17.603, 17.705, and
17.805, consistent with recent changed in state law
concerning the Adult Use of Marijuana Act (AUMA) and
new state cannabis cultivation regulations approved by
the Office of Administrative Law effective January 16,
2019, to regulate the establishment and operation of
cannabis oriented businesses.
19-22 December 17, 2019 Amending chapters 17.215 – Residential Zones, 17.330 – Off-Street Parking And Loading Standards, 17.405 –
Accessory Structures And Uses, 17.430 – Standards For
Specific Land Uses, 17.615 – Home Occupation Permits
And 17.800 – Definitions of the City of San Jacinto
Municipal Code relating to accessory dwelling units and junior accessory dwelling units.
21-01 April 20, 2021 Amending Development Code Chapters 17.205 – Allowable Land Uses and Development; 17.215 -
Residential Zones; 17.220-Commercial and Office Zones;
17.225-Industrial Zones; 17.230-Special Purpose Zones;
17.315 -Fences, Walls and Hedges; 17.330 -Off-Street
Parking and Loading Standards; 17.630-Site Plan and
Design Review.
21-13 December 21, 2021 Urgency Ordinance to add Article 9 – State-Mandated Procedures.
22-10 December 6, 2022 Comprehensive Amendment to implement Envision San Jacinto – General Plan 2040. Amended Article 1, 2, 3, 4, 5, 6, 7, and 8.
22-19 December 6, 2022 Amending Section 17.405.060 related to Accessory Dwelling Units and Junior Accessory Dwelling Units
pursuant to SB 897. (Effective Jan 1, 2023)
23-02 May 2, 2023 Amending Section 17.405.060 relating to Accessory Dwelling Units and Junior Accessory Dwelling units.
(Effective June 1, 2023)
23-08 August 1, 2023 Amending Multiple Articles, Chapters and Sections for Accuracy and Consistency, and to Reflect Lan Use Goals & Policies of the General Plan (Effective August 31, 2023)
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Packet Pg. 158 Attachment: Exhibit A for Ord. 23-08 (Title 17 Development Code) (Second Reading/Adoption of Ordinance No. 23-08 for Development Code ARTICLE 1 DEVELOPMENT CODE AUTHORITY & APPLICABILITY
SAN JACINTO DEVELOPMENT CODE, TITLE 17 DECEMBER 2022 1-1 Article 1
Development Code Authority and Applicability
Table of Contents
Page
Chapter 17.100 — Purpose and Effect of Development Code ......................................... 1-2
17.100.010 — Title.............................................................................................................. 1-2
17.100.020 — Adoption..................................................................................................... 1-2
17.100.030 — Purpose and Intent of Development Code............................................ 1-2
17.100.040 — Authority, Relationship to General Plan ............................................... 1-3
17.100.050 — Responsibility for Administration.......................................................... 1-3
17.100.060 — Applicability of Development Code....................................................... 1-4
17.100.070 — Partial Invalidation of Development Code ........................................... 1-5
17.100.080 — Use of Headings ........................................................................................ 1-5
17.100.090 — Effect of Development Code Amendments on Projects in Progress . 1-6 Chapter 17.105 — Interpretation of Regulations................................................................ 1-7
17.105.010 — Purpose of Chapter................................................................................... 1-7
17.105.020 — Rules of Interpretation.............................................................................. 1-7
17.105.030 — Procedures for Interpretations .............................................................. 1-10
17.105.040 — Official Version of Development Code................................................ 1-11
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Packet Pg. 159 Attachment: Exhibit A for Ord. 23-08 (Title 17 Development Code) (Second Reading/Adoption of Ordinance No. 23-08 for Development Code
17.100 PURPOSE & EFFECT OF DEVELOPMENT CODE
1-2 DECEMBER 2022 SAN JACINTO DEVELOPMENT CODE, TITLE 17 Chapter 17.100 — Purpose and Effect of Development Code Sections:
17.100.010 — Title
17.100.020 — Adoption
17.100.030 — Purpose and Intent of Development Code
17.100.040 — Authority, Relationship to General Plan
17.100.050 — Responsibility for Administration
17.100.060 — Applicability of Development Code
17.100.070 — Partial Invalidation of Development Code
17.100.080 — Use of Headings
17.100.090 — Effect of Development Code Amendments on Projects in Progress
17.100.010 — Title
Title 17 of the San Jacinto Municipal Code constitutes the City of San Jacinto Development Code, hereafter referred to as “this Development Code.”
17.100.020 — Adoption
This Development Code is adopted to protect and promote the public health, safety, comfort, convenience, prosperity, and general welfare and to provide the economic and social advantages resulting from an orderly planned use of land resources.
17.100.030 — Purpose and Intent of Development Code
This Development Code carries out the policies of the San Jacinto General Plan by classifying and regulating the uses of land and structures within the City, consistent with the General Plan.
More specifically, the purposes of this Development Code are to:
A. Maintain community character. Provide standards and guidelines for the continuing orderly growth and development of the City that will assist in protecting the character and community identity of San Jacinto;
B. Conserve resources. Conserve and protect the City’s natural beauty and setting, including its hills and trees, historic and environmental resources, scenic vistas, and waterways;
C. Regulate pattern of land uses. Create a comprehensive and stable pattern of land uses upon which to plan energy, sewage, transportation, water supply, and other public facilities and utilities;
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Packet Pg. 160 Attachment: Exhibit A for Ord. 23-08 (Title 17 Development Code) (Second Reading/Adoption of Ordinance No. 23-08 for Development Code PURPOSE & EFFECT OF DEVELOPMENT CODE 17.100
SAN JACINTO DEVELOPMENT CODE, TITLE 17 DECEMBER 2022 1-3 D. Avoid congestion. Minimize motor vehicle congestion by promoting suitable pedestrian-oriented development, safe and effective traffic circulation, and adequate offstreet parking facilities; and E. Ensure compatibility between land uses. Ensure compatibility between different types of development and land use.
17.100.040 — Authority, Relationship to General Plan
A. Authority. The regulations within this Development Code are enacted based on the authority vested in the City of San Jacinto by the State of California, including but not limited to: the California Constitution; the Planning and Zoning Law (Government Code Section 65000 et seq.); the Subdivision Map Act (Government Code Section 66410 et seq.); and the California Environmental Quality Act (Public Resources Code Section 21000 et seq.).
B. Consistency with General Plan. This Development Code is a primary tool used by the City to carry out the goals, objectives, and policies of the San Jacinto General Plan, which is the City’s overall policy document. The San Jacinto City Council intends that all provisions of this Development Code be consistent with the General Plan and that any development, land use, or subdivision, approved in compliance with these regulations also be consistent with the General Plan.
C. Relationship to the California Environmental Quality Act. When a project is determined to be subject to the provisions of the California Environmental Quality Act (CEQA), the application shall be reviewed in accordance with the provisions of this title, Public Resources Code Section 21000 et seq., Section 15000 et seq. of Title 14 of the California Code of Regulations (the CEQA Guidelines), and any environmental guidelines or regulations adopted by the City of San Jacinto.
17.100.050 — Responsibility for Administration
A. Responsible bodies and individuals. This Development Code shall be administered by: the San Jacinto City Council, hereafter referred to as the "Council;" the Planning Commission, hereafter referred to as the "Commission;" the Planning & Community Development Director, hereafter referred to as the "Director;" and the Planning Department, hereafter referred to as the "Department." See Table 6-1 (Review Authority) in Chapter 17.600 (Permit Application Filing and Processing).
B. Exercise of discretion. In the event that a provision of this Development Code allows the review authority (designated City official or body) for a permit or other decision to exercise discretion in the application of a specific standard or requirement to a project, but does not identify specific criteria for a decision, the discretion shall be based on the following criteria:
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Packet Pg. 161 Attachment: Exhibit A for Ord. 23-08 (Title 17 Development Code) (Second Reading/Adoption of Ordinance No. 23-08 for Development Code
17.100 PURPOSE & EFFECT OF DEVELOPMENT CODE
1-4 DECEMBER 2022 SAN JACINTO DEVELOPMENT CODE, TITLE 17
1. The proposed project complies with all applicable provisions of this Development Code;
2. The exercise of discretion will act to improve the compatibility of the proposed project with its site, surrounding properties, and the community, to a greater extent than if discretion were not exercised;
3. The manner in which discretion is exercised will result in a more practical application of the provisions of this Development Code given specific characteristics of the site and its surroundings than if discretion were not exercised; and
4. The decision is consistent with the General Plan, any applicable specific plan, or any other applicable regulation or standard.
17.100.060 — Applicability of Development Code
This Development Code applies to all land uses, subdivisions, and development within the City of San Jacinto, as provided by this Section.
A. Compliance required. No structure shall be altered, erected, or reconstructed in any manner, nor shall any structure or land be used for any purpose, other than as allowed by this Development Code.
B. Subdivisions. A subdivision of land proposed within the City after the effective date of the ordinance adopting this Development Code, or amendments thereto, shall comply with the requirements of Article 2 (Zones, Allowable Land Uses, and Zone-Specific Standards), other applicable requirements of this Development Code, and Municipal Code Title 16 (Subdivisions).
C. Continuation of an existing land use. An existing land use is lawful and not in violation of this Development Code only when operated and maintained in compliance with applicable provisions of this Development Code and any condition(s) imposed on a discretionary application, including Chapter 17.705 (Nonconforming Parcels, Structures, and Uses,). However, the requirements of this Development Code are not retroactive in their effect on a land use that was lawfully established before the effective date of the ordinance adopting this Development Code or any applicable amendment, except as otherwise provided by Chapter 17.705 (Nonconforming Parcels, Structures, and Uses).
D. City to be held harmless. Any person who establishes a use, subdivides land or erects a structure, with or without a obtaining a permit or approval of any kind, under the provisions of the Development Code, shall hold the City harmless from any liability or claim of liability.
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Packet Pg. 162 Attachment: Exhibit A for Ord. 23-08 (Title 17 Development Code) (Second Reading/Adoption of Ordinance No. 23-08 for Development Code PURPOSE & EFFECT OF DEVELOPMENT CODE 17.100
SAN JACINTO DEVELOPMENT CODE, TITLE 17 DECEMBER 2022 1-5 E. Minimum requirements. The provisions of this Development Code shall be considered the minimum requirements for the promotion of the public health, safety, and general welfare. When this Development Code provides for discretion on the part of a review authority, the discretion may be exercised to impose more stringent requirements than required by this Development Code, as determined by the applicable review authority to be necessary to promote orderly land use and development, environmental resource protection, and the other purposes of this Development Code.
F. Conflicting requirements. Conflicts between different requirements of this Development Code, or between this Development Code and other regulations, shall be resolved in compliance with Section 17.105.020 (Rules of Interpretation).
G. Other requirements may apply. Nothing in this Development Code eliminates the need for obtaining other permits required by the City, or a permit, approval, or entitlement required by another applicable special district or agency, or other approvals required by the regulations of a State or Federal agency. The City shall not issue any permit, business license, or other approval if the structure or land use would violate the provisions of this Development Code. Permits issued in error shall be void.
H. Graffiti abatement. For provisions governing graffiti abatement and the approval of discretionary permits (e.g., Site Plan and Design Review, Conditional Use Permits, Variances, etc.), see Municipal Code Section 9.12.060 Graffiti abatement-A condition to issuance of city permits and approval).
I. Application to City Project. Notwithstanding any lawful exemptions to zoning regulations, the provisions of this title, except for the provisions of Chapter 17.325 (Water Efficient Landscaping and Irrigation), shall not apply to any buildings, improvements, lots or premises, owned, leased operated or controlled by the City or any City Project for public purposes by the City of San Jacinto.
17.100.070 — Partial Invalidation of Development Code
If a portion of this Development Code is for any reason held to be invalid, unconstitutional, or unenforceable by a court of competent jurisdiction, the decision shall not affect the validity, effectiveness, or enforceability of the remaining portions of this Development Code.
17.100.080 — Use of Headings
The headings of the Chapters, Sections, Subsections, Subparagraphs, and clauses of this Development Code, together with the accompanying illustrations, examples, and explanatory notes, are inserted as a matter of convenience and in no way define, limit, or enlarge the scope or meaning of this Development Code or its provisions.
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Packet Pg. 163 Attachment: Exhibit A for Ord. 23-08 (Title 17 Development Code) (Second Reading/Adoption of Ordinance No. 23-08 for Development Code
17.100 PURPOSE & EFFECT OF DEVELOPMENT CODE
1-6 DECEMBER 2022 SAN JACINTO DEVELOPMENT CODE, TITLE 17
17.100.090 — Effect of Development Code Amendments on Projects in Progress The enactment of this Development Code, or an amendment to this Development Code, may have the effect of imposing different standards on a new land use than those that applied to existing development. (For example, this Development Code or a future amendment could require more off-street parking spaces for a particular land use than former regulations.) The following provisions determine how the requirements of this Development Code will apply to a development project that is in progress at the time this Development Code or an amendment goes into effect.
A. Application complete. A planning permit application (Article 6 [Permit Procedures]), which has been accepted by the Department as complete before the effective date of this Development Code or any amendment, shall be processed in compliance with the requirements in effect when the application was accepted as complete.
B. Project under construction. A project for which a Building Permit has been issued under the provisions of earlier ordinances of the City which are in conflict with this Development Code, and on which substantial construction has been performed by integration of materials on the site before the effective date of this Development Code, nevertheless may be continued and completed in compliance with the plans and specifications upon which the permit was issued.
C. Subdivision maps. Subdivision maps shall be processed in compliance with the Subdivision Map Act (Government Code Section 66410 et seq.) and Municipal Code Title 16 (Subdivisions).
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Packet Pg. 164 Attachment: Exhibit A for Ord. 23-08 (Title 17 Development Code) (Second Reading/Adoption of Ordinance No. 23-08 for Development Code INTERPRETATION OF REGULATIONS 17.105
SAN JACINTO DEVELOPMENT CODE, TITLE 17 DECEMBER 2022 1-7 Chapter 17.105 — Interpretation of Regulations
Sections:
17.105.010 — Purpose of Chapter
17.105.020 — Rules of Interpretation
17.105.030 — Procedures for Interpretations
17.105.040 — Official Version of Development Code
17.105.010 — Purpose of Chapter
This Chapter provides rules for resolving questions about the meaning or applicability of any part of this Development Code. The provisions of this Chapter are intended to ensure the consistent interpretation and application of the requirements of this Development Code and the General Plan.
17.105.020 — Rules of Interpretation
A. Authority. The Director has the authority to interpret any provision of this Development Code. Whenever the Director determines that the meaning or applicability of a Development Code requirement is subject to interpretation, the Director may issue an official interpretation. The Director may also refer any issue of interpretation to the Commission for its determination. A decision of the Director may be appealed in compliance with Chapter 17.715 (Appeals).
B. Language. When used in this Development Code, the words "shall," "must," "will," "is to," and "are to" are always mandatory. "Should" is not mandatory but is strongly recommended; and "may" is permissive. The present tense includes the past and future tenses; and the future tense includes the present. The singular number includes the plural number, and the plural the singular, unless the natural construction of the word indicates otherwise. The words "includes" and "including" shall mean "including, but not limited to…"
C. Calculations.
1. Residential density. When the number of dwelling units allowed on a site is calculated based on density limits established by a zone, any fraction of a unit shall be rounded down to the next lowest whole number. For example, within a residential zone that allows 14 dwelling units per net acre of site area, a site of 8,500 square feet would be allowed two dwelling units (du).
Example: 8,500 sq. ft. / 43,560 sq. ft. = 0.195 acres;
0.195 acres x 14 du/acre = 2.730 du, rounded down to 2 du
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Packet Pg. 165 Attachment: Exhibit A for Ord. 23-08 (Title 17 Development Code) (Second Reading/Adoption of Ordinance No. 23-08 for Development Code
17.105 INTERPRETATION OF REGULATIONS
1-8 DECEMBER 2022 SAN JACINTO DEVELOPMENT CODE, TITLE 17
2. Minimum lot area and number of parcels. The fractional/decimal results of calculations of the number of housing units allowed within a zone shall be rounded down to the next lowest whole number.
3. All other calculations. For all other calculations required by this Development Code, the fractional/decimal results of calculations shall be rounded to the next highest whole number when the fraction/decimal is 0.5 or more, and to the next lowest whole number when the fraction is less than 0.5, unless otherwise specified.
D. Time limits. Whenever a number of days is specified in this Development Code, or in a permit, condition of approval, or notice provided in compliance with this Development Code, the number of days shall be construed as calendar days. A time limit shall extend to 5:00 p.m. on the following working day where the last of the specified number of days falls on a weekend, State holiday, or other day the City is not open for business.
E. State law requirements. Where this Development Code refers to provisions of State law (for example, the California Government Code, Map Act, Public Resources Code, etc.), the references shall be interpreted to be to the applicable State law provisions as they may be amended from time to time.
F. Conflicting requirements.
1. Development Code and Municipal Code provisions. If conflicts occur between requirements of this Development Code, or between this Development Code and the San Jacinto Municipal Code, or other regulations of the City, the most restrictive shall apply.
2. Development agreements or specific plans. If conflicts occur between the requirements of this Development Code and standards adopted as part of an applicable development agreement or applicable specific plan, the requirements of the development agreement or specific plan shall apply.
3. Private agreements. This Development Code and its requirements shall not interfere with, repeal, abrogate, or annul any covenant, easement, or other agreement that existed at the time, or was entered into after, this Development Code became effective. This Development Code applies to all land uses and development, regardless of whether it imposes a greater or lesser restriction on the development or use of structures or land than a private agreement or restriction (for example, Conditions, Covenants, and Restrictions), without affecting the applicability of any agreement or restriction. The City shall not enforce any private covenant or agreement unless it is a party or an express third-party beneficiary to the covenant or agreement.
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Packet Pg. 166 Attachment: Exhibit A for Ord. 23-08 (Title 17 Development Code) (Second Reading/Adoption of Ordinance No. 23-08 for Development Code INTERPRETATION OF REGULATIONS 17.105
SAN JACINTO DEVELOPMENT CODE, TITLE 17 DECEMBER 2022 1-9 G. Allowable uses of land. See Section 17.205.030 (Allowable Land Uses and Permit Requirements).
H. Unlisted uses of land. If a proposed use of land is not specifically listed in Table 2-2, the use shall not be allowed in the applicable zone, except as provided below for similar uses:
1. Director’s determination. The Director may determine that a proposed use not listed may be allowed as a permitted or conditional use, in compliance with Section 17.105.030 (Procedures for Interpretations), below. In making this determination, the Director shall first find that:
a. The characteristics of, and activities associated with, the proposed use are equivalent to those of one or more of the uses listed in the zone as allowable, and will not involve a greater level of activity, population density, traffic generation, parking, dust, noise, or intensity than the uses listed in the zone;
b. The proposed use will meet the purpose and intent of the zone that is applied to the site;
c. The proposed use will be consistent with the goals, objectives, and policies of the General Plan or any applicable specific plan; and d. The proposed use is not listed as allowable in another zone.
2. Applicable standards and permit requirements. When the Director determines that a proposed but unlisted use is equivalent to a listed use, the proposed use will be treated in the same manner as the listed use in determining where the use is allowed, what permits are required, and what other standards and requirements of this Development Code apply.
I. Zoning Map boundaries. If there is uncertainty about the location of a zone boundary shown on the official Zoning Map adopted in compliance with Section 17.200.030 (Zoning Map Adopted), the Director shall determine the location of the boundary as follows:
1. Where a district boundary approximately follows a lot line or an alley or street line, the lot line, alley centerline, or street centerline shall be construed as the district boundary, as applicable;
2. If a district boundary divides a parcel and the boundary line location is not specified by distances indicated on the Zoning Map, the location of the boundary will be determined by using the scale appearing on the Zoning Map; and
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Packet Pg. 167 Attachment: Exhibit A for Ord. 23-08 (Title 17 Development Code) (Second Reading/Adoption of Ordinance No. 23-08 for Development Code
17.105 INTERPRETATION OF REGULATIONS
1-10 DECEMBER 2022 SAN JACINTO DEVELOPMENT CODE, TITLE 17
3. Where a public street or alley is officially vacated or abandoned, the property that was formerly in the street or alley will be included within the zone of the adjoining property on either side of the vacated or abandoned street or alley.
17.105.030 — Procedures for Interpretations
Whenever the Director determines that the meaning or applicability of any of the requirements of this Development Code is subject to interpretation generally, or as applied to a specific case, the Director may issue an official interpretation or refer the question to the Commission for determination.
A. Request for interpretation. A request for an interpretation or determination shall be made in writing to the Director and shall include all information described in the instructions for interpretation requests, available from the Department and payment of the applicable fee in compliance with the City’s Fee Schedule.
B. Findings, basis for interpretation. The issuance of an interpretation by the Director shall include findings stating the basis for the interpretation. The basis for an interpretation may include technological changes or new industry standards. The issuance of an interpretation shall also include a finding documenting the consistency of the interpretation with the General Plan and any applicable specific plan.
C. Record of interpretations. Official interpretations shall be written, and shall quote the provisions of this Development Code being interpreted, and the applicability in the particular or general circumstances that caused the need for interpretations, and the determination.
D. Amendment. When a provision of this Development Code is determined by the Director to need refinement or revision, the provision shall be corrected by amending this Development Code as soon as is practical. Until an amendment can occur, the Director shall maintain a complete record of all official interpretations as an appendix to this Development Code, which are indexed by the number of the Article, Chapter, or Section that is the subject of the interpretation.
E. Referral of interpretation. The Director has the option of forwarding an interpretation or determination of the meaning or applicability of a provision of this Development Code directly to the Commission for consideration.
F. Appeals. Any interpretation of this Development Code by the Director, or Commission may be appealed in compliance with Chapter 17.715 (Appeals). No Appeal shall be made of an interpretation of the Council.
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Packet Pg. 168 Attachment: Exhibit A for Ord. 23-08 (Title 17 Development Code) (Second Reading/Adoption of Ordinance No. 23-08 for Development Code INTERPRETATION OF REGULATIONS 17.105
SAN JACINTO DEVELOPMENT CODE, TITLE 17 DECEMBER 2022 1-11
17.105.040 — Official Version of Development Code
A. Responsibility for maintaining official version. The City Clerk shall maintain the official version of this Development Code. In the event the City Clerk maintains an online version, an electronic version (e.g., Microsoft Word, PDF, etc.), and/or a printed (hard copy) version of the Development Code or contracts with an outside vendor to provide online public access to the Development Code, the printed (hard copy) version of the Development Code maintained by the City Clerk shall be the controlling legal authority. The City Clerk may provide an online version or an electronic version (e.g., Microsoft Word, PDF, etc.) of the Development Code as a public service in order to enhance public access and interaction. A disclaimer should be included indicating that the Development Code and related materials that are posted to, or linked from, the City’s website are provided as a public service and may, from time to time, contain information that is not completely up-to-date.
B. Discrepancy between versions. In the case of a discrepancy between the online or electronic version and the official hard copy version of the Development Code, the order of prevailing accuracy shall be the following:
1. The adopting ordinance;
2. This Development Code; and
3. The online or electronic version.
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Packet Pg. 169 Attachment: Exhibit A for Ord. 23-08 (Title 17 Development Code) (Second Reading/Adoption of Ordinance No. 23-08 for Development Code ARTICLE 2 ZONES, ALLOWABLE LAND USES, & ZONE SPECIFIC STANDARDS SAN JACINTO DEVELOPMENT CODE, TITLE 17 DECEMBER 2022 2-1 Article 2
Zones, Allowable Land Uses, and
Zone-Specific Standards
Table of Contents
Page
Chapter 17.200 — Establishment of Zones, Adoption of Zoning Map........................................2-3
17.200.010 – Purpose.......................................................................................................................2-3
17.200.020 – Zones Established .....................................................................................................2-3
17.200.030 – Zoning Map Adopted...............................................................................................2-4
17.200.040 – Zoning of Annexed Areas and Undesignated Lands ..........................................2-5 Chapter 17.205 — Allowable Land Uses and Development ..........................................................2-6
17.205.010 – Purpose.......................................................................................................................2-6
17.205.020 – General Requirements for Development and New Land Uses..........................2-6
17.205.030 – Allowable Land Uses and Permit Requirements .................................................2-7
17.205.040 – Exemptions from Permit Requirements ................................................................2-7
17.205.050 – Additional Permits and Approvals ........................................................................2-9
17.205.060 – Temporary Uses ......................................................................................................2-10
17.205.070 – Land Uses, Incidental Land Uses, Special Uses, and Permit Requirements ..2-10 Chapter 17.215 — Residential Zones ................................................................................................2-25
17.215.010 — Purposes of Residential Zones ............................................................................2-25
17.215.020 — Residential Zone Land Uses and Permit Requirements..................................2-26
17.215.030 — Residential Zone Development Standards........................................................2-27
17.215.035 — Paving Within Residential Front Yard Area .....................................................2-29
17.215.040 — Residential Zone Density Incentives..................................................................2-29
17.215.050 — Group Homes for Persons with Disabilities......................................................2-32
17.215.060 — Residential Zone Density Exception ..................................................................2-32 Chapter 17.220 — Commercial and Office Zones ..........................................................................2-33
17.220.010 — Purposes of the Commercial and Office Zones ................................................2-33
17.220.020 — Commercial and Office Zone Land Uses and Permit Requirements.............2-34
17.220.030 — Commercial and Office Zone Development Standards...................................2-34 Chapter 17.225 — Industrial Zones...................................................................................................2-37
17.225.010 — Purposes of the Industrial Zones........................................................................2-37
17.225.020 — Industrial Zone Land Uses and Permit Requirements ....................................2-38
17.225.030 — Industrial Zone Development Standards ..........................................................2-38
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Packet Pg. 170 Attachment: Exhibit A for Ord. 23-08 (Title 17 Development Code) (Second Reading/Adoption of Ordinance No. 23-08 for Development Code ARTICLE 2 ZONES, ALLOWABLE LAND USES, & ZONE SPECIFIC STANDARDS SAN JACINTO DEVELOPMENT CODE, TITLE 17 DECEMBER 2022 2-2 Chapter 17.227 — Mixed-Use Zones.................................................................................................2-41
17.227.010 — Purposes of the Mixed-Use Zones......................................................................2-41
17.227.020 — Mixed-Use Zone Land Uses and Permit Requirements ..................................2-42
17.227.030 — Mixed-Use Zone Development Standards ........................................................2-43
17.227.040 — Mixed-Use, Mixed-Use Entertainment, and Downtown Village Zone Exceptions..............................................................................................................2-46 Chapter 17.230 — Special Purpose Zones........................................................................................2-48
17.230.010 — Purposes of the Special Purpose Zones .............................................................2-48
17.230.020 — Special Purpose Zone Land Uses and Permit Requirements..........................2-49
17.230.030 — Special Purpose Zone Development Standards ...............................................2-50 Chapter 17.235 — Combining/Overlay Zones ................................................................................2-51
17.235.010 — Purposes of the Combining/Overlay Zones......................................................2-51
17.235.020 — Applicability of Combining/Overlay Zone Provisions....................................2-51
17.235.030 — Residential Agricultural Accessory Business (-RAAB) Combining/Overlay Zone........................................................................................................................2-52
17.235.040 — 6
th Cycle Housing Element (-6HE) Combining/Overlay Zone .......................2-52 List of Tables
Page
Table 2-1 Zones Implementing the General Plan ......................................................................2-4 Table 2-2 Allowed Uses and Permit Requirements.................................................................2-11 Table 2-3 Allowed Incidental Uses and Permit Requirements..............................................2-23 Table 2-4 Development Standards Residential Zones ............................................................2-23 Table 2-5 Amenity Density Incentives for Projects in Residential Zones ............................2-35 Table 2-6 Development Standards for Commercial and Office Zones.................................2-41 Table 2-7 Development Standards for Industrial Zones ........................................................2-39 Table 2-8 Development Standards for Mixed-Use and Commercial Developments within the Mixed-Use Zones ........................................................................................................2-43 Table 2-9 Development Standards for Small Lot Residential Detached Developments in Mixed-Use Zones ........................................................................................................2-45 Table 2-10 Development Standards for Special Purpose Zones..............................................2-49 List of Figures
Page
Figure 2-1 Limits on Paving and Hardscaping for Residential Front Yards .........................2-29
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Packet Pg. 171 Attachment: Exhibit A for Ord. 23-08 (Title 17 Development Code) (Second Reading/Adoption of Ordinance No. 23-08 for Development Code ESTABLISHMENT OF ZONES; ZONING MAP ADOPTED 17.200
SAN JACINTO DEVELOPMENT CODE, TITLE 17 DECEMBER 2022 2-3 Chapter 17.200 — Establishment of Zones, Adoption of Zoning Map Sections:
17.200.010 — Purpose
17.200.020 — Zones Established
17.200.030 — Zoning Map Adopted
17.200.040 — Zoning of Annexed Areas and Undesignated Lands
17.200.010 – Purpose
This Chapter establishes the zones applied to property within the City; establishes and adopts the Zoning Map; and determines how the zones are depicted on the Zoning Map.
17.200.020 – Zones Established
The City of San Jacinto shall be divided into zones that are intended to implement and be consistent with the San Jacinto General Plan. Each parcel of land within the City shall be located within a zone identified on the City of San Jacinto Zoning Map. Table 2-1 identifies the zones established by this Development Code.
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Packet Pg. 172 Attachment: Exhibit A for Ord. 23-08 (Title 17 Development Code) (Second Reading/Adoption of Ordinance No. 23-08 for Development Code ESTABLISHMENT OF ZONES; ZONING MAP ADOPTED 17.200
SAN JACINTO DEVELOPMENT CODE, TITLE 17 DECEMBER 2022 2-4 Table 2-1
Zones Implementing the General Plan
Zoning District General Plan
Zoning Map
Symbol Zone Name
GP LUP
Symbol
General Plan Land Use Designation
Implemented by Zoning District
Residential Zones
RE Residential Estate
VLDR Very Low Density Residential
RR Rural Residential
RL Residential, Low Density LDR Low Density Residential RM Residential, Medium Density MDR Medium Density Residential RH Residential, High Density HDR High Density Residential RVH Residential, Very High Density VHDR Very High Density Residential Commercial and Industrial Zones
CG Commercial General
CN Commercial Neighborhood C Commercial
CR Commercial Regional
BP Business Park
BP Business Park
OP Office Park
IL Industrial Light
I Industrial
IH Industrial Heavy
Mixed Use Zones
MU Mixed-Use
MU Mixed-Use
MU-E Mixed-Use – Entertainment
DV Downtown Village DV Downtown Village
Special Purpose Zones
OSG Open Space General
OS Open Space
OSR Open Space Recreation
PI Public Institutional PI Public Institutions
SP Specific Plan SP Specific Plan
Combining/Overlay Zones
-RAAB Residential Agricultural Accessory
Business
RR
LDR
Rural Residential
Low Density Residential
-H6 6
th Cycle Housing Element Site All All
17.200.030 – Zoning Map Adopted
The Council hereby adopts the City of San Jacinto Zoning Map (hereafter referred to as the "Zoning Map"), which is on file with the Department.
A. Inclusion by reference. The Zoning Map, together with all legends, symbols, notations, references, zone boundaries, and other information on the map, has been adopted by the
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Packet Pg. 173 Attachment: Exhibit A for Ord. 23-08 (Title 17 Development Code) (Second Reading/Adoption of Ordinance No. 23-08 for Development Code ESTABLISHMENT OF ZONES; ZONING MAP ADOPTED 17.200
SAN JACINTO DEVELOPMENT CODE, TITLE 17 DECEMBER 2022 2-5 Council and is hereby incorporated into this Development Code by reference as though it were fully included here.
B. Zone boundaries. The Zoning Map shall indicate the boundaries of the zones established by Section 17.200.020 (Zones Established).
C. Relationship to General Plan. The Zoning Map shall implement, and shall be consistent with, the City’s adopted General Plan.
D. Map amendments. The Zoning Map, if amended, shall be amended in compliance with the process established in Chapter 17.720 (Amendments). (Ord. 22-11, Dec 2022) E. Zoning Map interpretation, applicability of zone requirements. The Zoning Map shall be interpreted in compliance with Section 17.105.020 (Rules of Interpretation).
17.200.040 – Zoning of Annexed Areas and Undesignated Lands Property subject to annexation shall be classified (i.e., pre-zoned) in the zone(s) that are most consistent with the General Plan land use designation before commencement of Local Agency Formation Commission (LAFCO) proceedings in compliance with Government Code Section 56375 et seq. (Cortese-Knox-Hertzberg Local Government Reorganization Act of 2000).
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Packet Pg. 174 Attachment: Exhibit A for Ord. 23-08 (Title 17 Development Code) (Second Reading/Adoption of Ordinance No. 23-08 for Development Code ALLOWABLE LAND USES AND DEVELOPMENT 17.205
SAN JACINTO DEVELOPMENT CODE, TITLE 17 DECEMBER 2022 2-6 Chapter 17.205 — Allowable Land Uses and Development
Sections:
17.205.010 — Purpose
17.205.020 — General Requirements for Development and New Land Uses
17.205.030 — Allowable Land Uses and Permit Requirements
17.205.040 — Exemptions from Permit Requirements
17.205.050 — Additional Permits and Approvals
17.205.060 — Temporary Uses
17.205.070 — Land Uses, Incidental Land Uses, Special Uses, and Permit Requirements
17.205.010 – Purpose
This Chapter identifies requirements for the approval of proposed development and new land uses. The permit requirements for specific land uses are located in Chapter 17.215 through
17.235.
17.205.020 – General Requirements for Development and New Land Uses No land use or structure shall be altered, constructed, established, moved, reconstructed, maintained, or replaced unless in compliance with the requirements in this Section.
A. Allowable use. A land use shall be allowable in the zone applied to the site. The basis for determining whether a use is allowable is described in Section 17.205.030 (Allowable Land Uses and Permit Requirements).
B. Permit and approval requirements. A planning permit or other approval or authorization required by Section 17.205.030 (Allowable Land Uses and Permit Requirements) and Chapter 17.325 – Water Efficient Landscape and Irrigation shall be obtained before the issuance of a required building permit, grading permit, or other construction related permit; other permits identified in the Municipal Code; and before the proposed use is constructed, otherwise established or put into operation, unless the proposed use is listed in Section 17.205.040 (Exemptions from Permit Requirements). (ord. 16-01, adopted April 5, 2016)
C. Development standards, conditions of approval. Each land use and structure shall comply with the development standards of this Article 2; applicable standards and requirements in Article 3 (Site Planning and Development Standards), Article 4 (Standards for Specific Land Uses), and Article 5 (Resource Management); and any applicable conditions imposed by a previously approved or granted planning permit.
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Packet Pg. 175 Attachment: Exhibit A for Ord. 23-08 (Title 17 Development Code) (Second Reading/Adoption of Ordinance No. 23-08 for Development Code ALLOWABLE LAND USES AND DEVELOPMENT 17.205
SAN JACINTO DEVELOPMENT CODE, TITLE 17 DECEMBER 2022 2-7 D. Legal parcel. The site of a proposed development or new land use shall be a parcel that was legally created in compliance with the Subdivision Map Act (Government Code Sections 66410 et seq.) and Municipal Code Title 16 (Subdivisions).
17.205.030 – Allowable Land Uses and Permit Requirements A. Allowable land uses. The uses of land allowed in each zone are indicated Table 2-2, including the type of planning permit, approval, or authorization required for each use.
Each land use is defined in Article 8 (Definitions).
1. Establishment of an allowable use. Any one or more land uses identified in the table as being allowable within a specific zone may be established on any parcel within that zone. The land uses shall be subject to the planning permit requirements indicated in the tables as described in Paragraph B, below, and shall comply with all applicable requirements of this Development Code.
2. Use not listed. A land use that is not listed in Table 2-2 and is determined by the Director to not be included in Article 8 (Definitions) under the definition of a listed land use, is not allowed within the applicable zone, except as otherwise provided in Section 17.105.020.H (Rules of Interpretation – Unlisted Uses of Land) or Section 17.205.040 (Exemptions from Permit Requirements).
B. Permit requirements. Tables 2-2 and 2-3 provide for land uses that are:
1. Permitted subject to first obtaining a Zoning Clearance (Chapter 17.655) and compliance with all applicable provisions of this Development Code. These are shown as "P" uses in the tables.
2. Allowed subject to the approval of a Minor Use Permit (Chapter 17.605), and shown as "MUP" uses in the tables.
3. Allowed subject to the approval of a Conditional Use Permit (Chapter 17.605), and shown as "CUP" uses in the tables.
4. Expressly not allowed in particular zones, and shown as "---" in the tables.
17.205.040 – Exemptions from Permit Requirements
The planning permit requirements of this Development Code do not apply to the land uses, structures, and activities identified in this Section. These are allowed in all zones subject to compliance with this Section and Chapter 17.325 – Water Efficient Landscape and Irrigation.
However, building, grading, encroachment, or other construction permits may still be required in compliance with the Municipal Code. (ord. 16-01, adopted April 5, 2016)
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Packet Pg. 176 Attachment: Exhibit A for Ord. 23-08 (Title 17 Development Code) (Second Reading/Adoption of Ordinance No. 23-08 for Development Code ALLOWABLE LAND USES AND DEVELOPMENT 17.205
SAN JACINTO DEVELOPMENT CODE, TITLE 17 DECEMBER 2022 2-8 A. General requirements for exemption. The land uses, structures, and activities identified in Paragraph B, below, are exempt from the planning permit requirements of this Development Code except for the requirements of Chapter 17.325 – Water Efficient Landscape and Irrigation only when:
1. The use, activity, or structure is established and operated in compliance with all applicable standards of this Article (Zones, Allowable Land Uses, and ZoneSpecific Standards), and Article 3 (Site Planning and Development Standards), Article 4 (Standards for Specific Land Uses), Article 5 (Resource Management), and, where applicable, Chapter 17.705 (Nonconforming Parcels, Structures, and Uses); and
2. Any permit or approval required by regulations other than this Development Code is obtained (for example, a building permit) in compliance with Section
17.205.050 (Additional Permits and Approvals). (ord. 16-01, adopted April 5, 2016)
B. Exempt activities and land uses. The following are exempt from the planning permit requirements of this Development Code except for the requirement of Chapter 17.325 – Water Efficient Landscape and Irrigation when established and conducted in compliance with Paragraph A, above. (ord. 16-01, adopted April 5, 2016)
1. Governmental facilities. Facilities of State government, Federal government, or local government (e.g., water district, sanitation district) on land owned or leased by that governmental agency, for governmental operations, to the extent that the facilities are exempted by State or Federal law and in compliance with Section
17.100.060 (Applicability of Development Code).
2. Decks, platforms, and walkways. Decks, platforms, and walkways that are not required to have a building permit or grading permit. Walkways shall be in compliance with Section 17.215.035 (Paving Within Residential Front Yard Area).
3. Fences and walls. See Chapter 17.315 (Fences, Walls, and Hedges).
4. Interior remodeling. Interior alterations that do not increase the gross floor area of the structure, or change the permitted use of the structure.
5. Repairs and maintenance.
a. Single-family dwellings. Ordinary repairs to, and maintenance of, single-family dwellings, if any exterior repairs employ the same materials and design as the original construction.
3.A.7.b
Packet Pg. 177 Attachment: Exhibit A for Ord. 23-08 (Title 17 Development Code) (Second Reading/Adoption of Ordinance No. 23-08 for Development Code ALLOWABLE LAND USES AND DEVELOPMENT 17.205
SAN JACINTO DEVELOPMENT CODE, TITLE 17 DECEMBER 2022 2-9 b. Multi-family residential structures and nonresidential structures.
Ordinary repairs to, and maintenance of multi-family residential structures and nonresidential structures, if:
(1) The work does not change the permitted land use of the site or structure, or add to, enlarge, or expand the land use or structure; and
(2) Any exterior repairs employ the same materials and design as the original construction.
6. Small, portable residential accessory structures. A single portable structure per parcel or unit, including pre-manufactured storage sheds or other small structures, in residential zones that are exempt from building permit requirements in compliance with the Municipal Code and the Building Code.
Additional structures may be approved in compliance with Chapter 17.405 (Accessory Structures and Uses), where allowed by the applicable zone.
7. Solar energy systems. The addition or replacement of solar energy systems to the roof or side of a structure; provided that the systems comply with California Building Code and the provisions in Section 17.430.325 (Solar Energy Systems).
8. Spas, hot tubs, and fish ponds. Portable spas, hot tubs, and constructed fish ponds, and similar equipment and structures that do not: exceed 120 square feet in total area including related equipment; contain more than 2,000 gallons of water; or exceed three feet in depth.
9. Utilities. The alteration, construction, erection, or maintenance by a public utility or agency of utility infrastructure , subject to the provisions of Government Code Section 53090 et seq. (Regulation of Local Agencies by Counties and Cities), any local utility shall be allowed in any zone. See definition of “Utility Infrastructure” in Section 17.800.220 (“U” – Definitions). See Section 17.305.106 for utility undergrounding requirements.
10. Satellite/dish and amateur radio antennae. Satellite/dish and amateur radio antennae are exempt if in compliance with Section 17.430.290 (Satellite/Dish and Amateur Radio Antennae).
17.205.050 – Additional Permits and Approvals
A land use authorized through the approval of a Zoning Clearance, Minor Use Permit, or Conditional Use Permit may also require a building permit or other permit or approval required by the Municipal Code. Nothing contained in this Development Code, or any entitlement granted in compliance with this Development Code, shall serve to invalidate those other requirements.
3.A.7.b
Packet Pg. 178 Attachment: Exhibit A for Ord. 23-08 (Title 17 Development Code) (Second Reading/Adoption of Ordinance No. 23-08 for Development Code ALLOWABLE LAND USES AND DEVELOPMENT 17.205
SAN JACINTO DEVELOPMENT CODE, TITLE 17 DECEMBER 2022 2-10
17.205.060 – Temporary Uses
Requirements for establishing a temporary use (for example, a construction yard, seasonal sales lot, special event, temporary office trailer, etc.) are located in Chapter 17.640 (Temporary Use Permits)
17.205.070 – Land Uses, Incidental Land Uses, Special Uses, and Permit Requirements A. Allowed land uses. Table 2-2 indicates the uses allowed within each zone and the planning permit required to establish each use, in compliance with Article 6 (Permit Procedures).
B. Allowed incidental land uses. Table 2-3 indicates the uses allowed incidental to a permitted, or conditionally permitted, land use that is legally established on the same parcel or development, and the planning permit required to establish each use, in compliance with Article 6 (Permit Procedures). Incidental land uses cannot be established as a stand-alone use.
C. Prohibited land uses. Any table cell with a “---” means that the listed land use is expressly prohibited in that specific zone.
D. Land uses not listed. For land uses not listed in Table 2-2 or 2-3, the provisions of Chapter 17.105 (Interpretation of Regulations) shall apply.
E. Applicable Regulations. Where the last column in the tables ("Specific Use Regulations") includes a Section number, the regulations in the referenced section apply to the use; however, provisions in other Sections of this Development Code may also apply.
F. Special or Unusual Uses. At the discretion of the Director, or his/her designee, a conditional use permit may be considered for a unique or unusual combination of uses or special facilities similar to and not more detrimental than other uses in a particular zone.
3.A.7.b
Packet Pg. 179 Attachment: Exhibit A for Ord. 23-08 (Title 17 Development Code) (Second Reading/Adoption of Ordinance No. 23-08 for Development Code rements
P Zoning Clearance (17.655) CUP Conditional Use Permit (17.605) MUP Minor Use Permit (17.605) TUP Temporary Use Permit (17.640) --- Not Permitted Residential Zones Commercial and Office Zones Industrial Zones Mixed-Use Zones Spec
RE RR RL RM RH RVH CN CG CR OP BP IL IH MU MU-E DV OSG
Agricultural Uses
P --- --- --- --- --- --- --- --- --- --- --- --- --- --- --- --- C C C C C C C C C C C C C C --- --- --- P P P P P P --- --- --- --- --- --- --- P P P PP P P P P P --- --- --- --- --- --- --- P P --- PP --- --- --- --- --- --- --- --- --- --- --- --- --- --- --- --- P P P P P P --- --- --- --- --- --- --- --- --- --- P Cannabis Oriented Businesses and Uses (refer to Chapter 17.435 for additional locational limitations and requirements) (Per Chapter 17.435) --- --- --- --- --- --- --- --- --- --- P P --- --- --- --- --- --- --- --- --- --- --- --- P --- --- P P --- --- --- --- --- --- --- --- --- --- --- --- --- --- --- P P --- --- --- --- --- --- --- --- --- --- --- --- --- --- --- P P --- --- --- --- --- --- --- --- --- --- --- --- --- --- --- P P --- --- --- --- --- --- --- --- --- --- --- --- --- --- --- P P --- --- --- --- ---3.A.7.b Packet Pg. 180 Attachment: Exhibit A for Ord. 23-08 (Title 17 Development Code) (Second Reading/Adoption of Ordinance No. 23-08 for Development Code rements
P Zoning Clearance (17.655) CUP Conditional Use Permit (17.605) MUP Minor Use Permit (17.605) TUP Temporary Use Permit (17.640) --- Not Permitted Residential Zones Commercial and Office Zones Industrial Zones Mixed-Use Zones Spec
RE RR RL RM RH RVH CN CG CR OP BP IL IH MU MU-E DV OSG
Care Uses
P P P P P P --- P P --- --- --- --- P P P ---
ersons) P P P --- --- --- --- P P --- --- --- --- --- --- --- --- eral (15+ --- --- --- --- --- --- MUP MUP --- MUP --- --- --- MUP MUP MUP --- P P P P P P --- P P --- --- --- --- --- --- --- --- --- --- --- CUP CUP CUP CUP CUP --- --- --- --- --- --- --- --- --- --- --- --- CUP CUP CUP CUP CUP --- --- --- --- --- --- --- --- --- ersons P P P P P P --- --- --- --- --- --- --- --- --- --- --- --- --- --- --- --- --- --- --- --- --- --- P --- --- --- --- --- P P P P P P --- MUP MUP --- --- --- --- --- --- --- --- P P P P P P --- MUP MUP --- --- --- --- --- --- --- --- Education, Recreation, and Public Assembly Uses --- --- --- --- --- --- CUP CUP CUP --- --- --- --- MUP MUP MUP --- --- CUP CUP CUP CUP CUP CUP CUP CUP CUP CUP CUP --- CUP CUP CUP CUP orgs --- --- --- --- --- --- P P P --- --- --- --- --- --- --- ---
3.A.7.b
Packet Pg. 181 Attachment: Exhibit A for Ord. 23-08 (Title 17 Development Code) (Second Reading/Adoption of Ordinance No. 23-08 for Development Code rements
P Zoning Clearance (17.655) CUP Conditional Use Permit (17.605) MUP Minor Use Permit (17.605) TUP Temporary Use Permit (17.640) --- Not Permitted Residential Zones Commercial and Office Zones Industrial Zones Mixed-Use Zones Spec
RE RR RL RM RH RVH CN CG CR OP BP IL IH MU MU-E DV OSG --- --- --- --- --- --- --- P P P --- --- --- P P P CUP Grades K- --- CUP CUP CUP CUP CUP CUP CUP CUP CUP CUP --- --- CUP CUP --- --- --- --- --- --- --- --- --- CUP CUP CUP CUP --- --- CUP CUP CUP --- l Schools --- --- --- --- --- --- P P P P --- --- --- P P P --- --- --- --- --- --- --- MUP MUP MUP MUP MUP MUP --- MUP MUP MUP --- --- --- --- --- --- --- P P P P P P P P P P --- e tables) --- --- --- --- --- --- P P P --- --- --- --- MUP MUP MUP --- s, Music, --- --- --- --- --- --- P P P P --- --- --- P P P --- --- --- --- --- --- --- CUP MUP MUP MUP --- --- --- MUP P P --- Industry, Manufacturing, Processing, Production and Warehousing Uses roduction --- --- --- --- --- --- --- --- --- --- --- CUP CUP --- --- --- --- --- --- --- --- --- --- --- --- --- --- --- P P --- --- --- --- --- --- --- --- --- --- --- --- --- --- --- --- CUP --- --- --- --- utdoor --- --- --- --- --- --- --- --- --- --- --- CUP MUP --- --- --- ---
3.A.7.b
Packet Pg. 182 Attachment: Exhibit A for Ord. 23-08 (Title 17 Development Code) (Second Reading/Adoption of Ordinance No. 23-08 for Development Code rements
P Zoning Clearance (17.655) CUP Conditional Use Permit (17.605) MUP Minor Use Permit (17.605) TUP Temporary Use Permit (17.640) --- Not Permitted Residential Zones Commercial and Office Zones Industrial Zones Mixed-Use Zones Spec
RE RR RL RM RH RVH CN CG CR OP BP IL IH MU MU-E DV OSG
B overlay) --- MUP MUP --- --- --- --- --- --- --- --- --- --- --- --- --- --- Cabinet --- --- --- --- --- --- --- P P P P P P --- --- --- --- rpet and
nd Linen --- --- --- --- --- --- --- --- --- --- --- --- P --- --- --- --- --- --- --- --- --- --- --- --- --- --- P P P --- --- --- --- --- --- --- --- --- --- --- --- --- --- --- --- CUP --- --- --- --- --- --- --- --- --- --- --- --- --- --- --- P P --- --- --- --- --- --- --- --- --- --- --- --- --- P P P P --- --- --- --- cility – --- --- --- --- --- --- --- MUP MUP --- --- MUP MUP --- --- --- --- cility – --- --- --- --- --- --- --- MUP MUP --- --- MUP MUP --- --- --- --- cility --- --- --- --- --- --- --- --- --- --- --- --- CUP --- --- --- --- Yards --- --- --- --- --- --- --- --- --- --- --- --- CUP --- --- --- --- --- --- --- --- --- --- --- --- --- P P P P --- --- --- --- tribution --- --- --- --- --- --- --- --- --- --- P P P --- --- --- ---3.A.7.b Packet Pg. 183 Attachment: Exhibit A for Ord. 23-08 (Title 17 Development Code) (Second Reading/Adoption of Ordinance No. 23-08 for Development Code rements
P Zoning Clearance (17.655) CUP Conditional Use Permit (17.605) MUP Minor Use Permit (17.605) TUP Temporary Use Permit (17.640) --- Not Permitted Residential Zones Commercial and Office Zones Industrial Zones Mixed-Use Zones Spec
RE RR RL RM RH RVH CN CG CR OP BP IL IH MU MU-E DV OSG
Residential Uses --- --- --- CUP CUP CUP --- CUP CUP --- --- --- CUP CUP CUP CUP --- --- --- --- --- --- --- CUP CUP --- --- --- --- --- --- --- --- --- persons P P P P P P --- --- --- --- --- --- --- --- --- --- --- --- --- --- --- --- --- CUP CUP --- --- --- --- --- --- --- --- --- persons --- --- --- CUP CUP CUP --- --- --- --- --- --- --- --- --- --- --- persons MUP MUP MUP MUP MUP MUP --- --- --- --- --- --- --- --- --- --- --- P P P P P P --- --- --- --- --- --- --- --- --- --- --- --- --- P P P P --- --- --- --- --- --- --- P P P --- P P P P --- --- --- --- --- --- --- --- --- P P --- P --- --- --- P P --- --- --- --- --- --- --- --- P P P --- --- --- --- P P P --- --- --- --- --- --- --- P P P --- abilities P P P P P P --- --- --- --- --- --- --- --- --- --- --- --- --- --- --- --- --- --- MUP MUP --- --- --- --- P P P --- --- --- --- --- --- --- --- MUP MUP --- --- --- --- P P P ---
3.A.7.b
Packet Pg. 184 Attachment: Exhibit A for Ord. 23-08 (Title 17 Development Code) (Second Reading/Adoption of Ordinance No. 23-08 for Development Code rements
P Zoning Clearance (17.655) CUP Conditional Use Permit (17.605) MUP Minor Use Permit (17.605) TUP Temporary Use Permit (17.640) --- Not Permitted Residential Zones Commercial and Office Zones Industrial Zones Mixed-Use Zones Spec
RE RR RL RM RH RVH CN CG CR OP BP IL IH MU MU-E DV OSG
CUP CUP CUP CUP CUP CUP --- --- --- --- --- --- --- --- --- --- --- --- --- --- CUP CUP CUP CUP CUP --- --- --- --- --- --- --- --- --- persons P P P P P P --- --- --- --- --- --- --- P P P --- 7+ --- --- --- CUP CUP CUP CUP CUP --- --- --- --- --- CUP CUP CUP --- – Up to 6 P P P P P P --- --- --- --- --- --- --- P P P --- --- --- --- MUP MUP MUP --- MUP MUP --- --- --- --- MUP MUP MUP --- --- --- --- CUP CUP CUP --- --- --- --- --- --- --- CUP CUP CUP --- Retail Trade Uses --- --- --- --- --- --- --- P --- --- --- P --- --- --- --- --- --- --- --- --- --- --- --- P P --- --- P P --- --- --- --- --- --- --- --- --- --- --- MUP MUP --- --- P P --- --- --- --- --- --- --- --- --- --- MUP MUP MUP --- --- --- --- MUP MUP CUP --- --- --- --- --- --- --- --- P P --- --- P --- P P --- --- --- --- --- --- --- --- --- MUP --- --- --- --- --- MUP MUP MUP ---
3.A.7.b
Packet Pg. 185 Attachment: Exhibit A for Ord. 23-08 (Title 17 Development Code) (Second Reading/Adoption of Ordinance No. 23-08 for Development Code rements
P Zoning Clearance (17.655) CUP Conditional Use Permit (17.605) MUP Minor Use Permit (17.605) TUP Temporary Use Permit (17.640) --- Not Permitted Residential Zones Commercial and Office Zones Industrial Zones Mixed-Use Zones Spec
RE RR RL RM RH RVH CN CG CR OP BP IL IH MU MU-E DV OSG --- --- --- --- --- --- MUP MUP MUP --- --- --- --- MUP MUP CUP --- --- --- --- --- --- --- P P P P P --- --- P P P --- m use, --- --- --- --- --- --- --- --- --- --- --- CUP --- --- --- --- --- --- --- --- --- --- --- --- --- --- --- --- CUP MUP --- --- --- --- --- --- --- --- --- --- P P P --- --- --- --- P P P --- --- --- --- --- --- --- --- MUP MUP --- --- --- --- --- --- --- --- --- --- --- --- --- --- P P P --- --- --- --- P P P --- --- --- --- --- --- --- P P P --- --- --- --- P P P --- --- --- --- --- --- --- P P P --- --- --- --- P P P --- --- --- --- --- --- --- --- P P --- --- --- --- --- --- --- --- --- --- --- --- --- --- --- CUP CUP --- --- --- --- CUP CUP CUP --- --- --- --- --- --- --- --- P P --- --- --- --- --- --- --- --- --- --- --- --- --- --- --- CUP CUP --- --- --- --- --- --- --- ---
3.A.7.b
Packet Pg. 186 Attachment: Exhibit A for Ord. 23-08 (Title 17 Development Code) (Second Reading/Adoption of Ordinance No. 23-08 for Development Code rements
P Zoning Clearance (17.655) CUP Conditional Use Permit (17.605) MUP Minor Use Permit (17.605) TUP Temporary Use Permit (17.640) --- Not Permitted Residential Zones Commercial and Office Zones Industrial Zones Mixed-Use Zones Spec
RE RR RL RM RH RVH CN CG CR OP BP IL IH MU MU-E DV OSG
Service Uses – Business and Professional
Drive --- --- --- --- --- --- MUP MUP MUP --- P P --- MUP MUP CUP --- Walk- --- --- --- --- --- --- P P P P P P --- P P P --- --- --- --- --- --- --- P P P P P P P P P P --- --- --- --- --- --- --- --- P P P P P P P P P --- ry, Urgent --- --- --- --- --- --- --- P P MUP P P P CUP CUP CUP --- --- --- --- --- --- --- --- CUP CUP --- CUP CUP CUP CUP CUP CUP --- --- --- --- --- --- --- P P P P P P P P P P --- --- --- --- --- --- --- --- P P P P P P P P P --- --- --- --- --- --- --- --- P P P P P P P P P P Service Uses - General --- --- --- --- --- --- --- CUP CUP CUP --- --- --- MUP MUP MUP --- --- --- --- --- --- --- P P P --- P --- --- P P P --- --- --- --- --- --- --- MUP MUP MUP --- MUP --- --- --- --- --- ---
3.A.7.b
Packet Pg. 187 Attachment: Exhibit A for Ord. 23-08 (Title 17 Development Code) (Second Reading/Adoption of Ordinance No. 23-08 for Development Code rements
P Zoning Clearance (17.655) CUP Conditional Use Permit (17.605) MUP Minor Use Permit (17.605) TUP Temporary Use Permit (17.640) --- Not Permitted Residential Zones Commercial and Office Zones Industrial Zones Mixed-Use Zones Spec
RE RR RL RM RH RVH CN CG CR OP BP IL IH MU MU-E DV OSG
c, Animal --- --- --- --- --- --- MUP MUP MUP --- MUP --- --- MUP MUP MUP --- --- --- --- --- --- --- --- CUP CUP --- --- CUP CUP --- --- --- --- --- --- --- --- --- --- --- P --- --- --- --- --- --- --- --- --- --- --- --- --- --- --- P P P --- P P --- --- --- --- --- --- --- --- --- --- --- P P P --- --- P P --- --- --- --- Storage --- --- --- --- --- --- --- MUP MUP --- --- MUP MUP --- --- --- --- Over --- --- --- --- --- --- --- MUP MUP MUP CUP CUP CUP MUP MUP MUP --- – 2,000 --- --- --- --- --- --- P P P P P P P P P P --- MUP --- --- --- --- --- --- --- --- --- --- --- --- --- --- --- --- --- --- --- --- --- --- --- --- --- --- --- --- --- MUP MUP MUP --- --- --- --- --- --- --- --- MUP MUP MUP --- --- --- MUP MUP MUP --- --- --- --- --- --- --- --- CUP CUP --- --- --- --- CUP CUP CUP --- ndoor --- --- --- --- --- --- --- P P P P P P --- --- --- --- With --- --- --- --- --- --- --- MUP MUP --- MUP P P --- --- --- --- --- --- --- --- --- --- --- --- --- --- MUP P P --- --- --- ---
3.A.7.b
Packet Pg. 188 Attachment: Exhibit A for Ord. 23-08 (Title 17 Development Code) (Second Reading/Adoption of Ordinance No. 23-08 for Development Code rements
P Zoning Clearance (17.655) CUP Conditional Use Permit (17.605) MUP Minor Use Permit (17.605) TUP Temporary Use Permit (17.640) --- Not Permitted Residential Zones Commercial and Office Zones Industrial Zones Mixed-Use Zones Spec RE RR RL RM RH RVH CN CG CR OP BP IL IH MU MU-E DV OSG --- --- --- --- --- --- P P P P --- --- --- P P P --- --- --- --- --- --- --- MUP MUP MUP --- --- --- --- --- --- --- --- --- --- --- --- --- --- --- CUP CUP --- CUP CUP --- --- --- --- --- --- --- --- --- --- --- --- P P --- P P P --- --- --- --- Transportation, Communication, and Infrastructure Uses --- --- --- --- --- --- --- P P P P P --- P P P --- ercial --- --- --- --- --- --- P P P P P P P P P P ---
tennae MUP MUP MUP MUP MUP MUP P P P P P P P P P P --- --- --- --- --- --- --- P P P P P P P P P P --- cilities --- --- --- --- --- --- --- P P P --- P P --- --- --- --- --- --- --- --- --- --- --- --- --- --- --- --- CUP --- --- --- --- CUP CUP CUP CUP CUP CUP CUP CUP CUP CUP P P P P P P P
P P P P P P P P P P P P P P P P CUP
ties – P P P P P P P P P P P P P P P P Pties –
enna CUP CUP CUP CUP CUP CUP MUP MUP MUP MUP MUP /CUP MUP /CUP MUP /CUP MUP /CUP MUP /CUP MUP /CUP CUP
3.A.7.b
Packet Pg. 189 Attachment: Exhibit A for Ord. 23-08 (Title 17 Development Code) (Second Reading/Adoption of Ordinance No. 23-08 for Development Code rements
P Zoning Clearance (17.655) CUP Conditional Use Permit (17.605) MUP Minor Use Permit (17.605) TUP Temporary Use Permit (17.640) --- Not Permitted Residential Zones Commercial and Office Zones Industrial Zones Mixed-Use Zones Spec
RE RR RL RM RH RVH CN CG CR OP BP IL IH MU MU-E DV OSG
Vehicle Rentals, Sales, and Services --- --- --- --- --- --- --- P P --- --- --- --- P P P --- --- --- --- --- --- --- --- MUP MUP --- --- P P --- --- --- --- --- --- --- --- --- --- P P P P P --- --- P P P --- --- --- --- --- --- --- --- --- --- --- --- MUP P --- --- --- --- --- --- --- --- --- --- --- MUP P --- --- --- --- --- --- --- --- --- --- --- --- --- --- --- CUP MUP --- --- --- --- --- --- --- --- --- --- --- --- --- --- --- MUP MUP --- --- --- --- CUP CUP CUP --- Charging --- --- --- --- --- --- P P P P P P P P P P --- dy Work --- --- --- --- --- --- --- MUP MUP --- MUP MUP P --- --- --- --- --- --- --- --- --- --- --- MUP MUP --- P P P --- --- --- --- --- --- --- --- --- --- --- MUP MUP --- --- --- --- CUP CUP --- --- --- --- --- --- --- --- --- CUP --- --- --- MUP P --- --- --- --- --- --- --- --- --- --- --- CUP CUP --- CUP CUP P --- --- --- ---
3.A.7.b
Packet Pg. 190 Attachment: Exhibit A for Ord. 23-08 (Title 17 Development Code) (Second Reading/Adoption of Ordinance No. 23-08 for Development Code rements
P Zoning Clearance (17.655) CUP Conditional Use Permit (17.605) MUP Minor Use Permit (17.605) TUP Temporary Use Permit (17.640) --- Not Permitted Residential Zones Commercial and Office Zones Industrial Zones Mixed-Use Zones Spec
RE RR RL RM RH RVH CN CG CR OP BP IL IH MU MU-E DV OSG
Other Uses
Systems P P P P P P P P P P P P P P P P P
Systems MUP MUP MUP MUP MUP MUP MUP MUP MUP MUP MUP MUP MUP MUP MUP MUP MUP
P P P --- --- --- --- --- --- --- P P P --- --- --- --- --- --- --- --- --- --- TUP TUP TUP TUP --- --- --- TUP TUP TUP --- --- --- --- --- --- --- --- --- --- --- --- --- --- --- --- --- --- --- --- --- --- --- --- --- --- --- --- --- --- --- --- --- --- --- TUP TUP TUP TUP TUP TUP TUP TUP TUP TUP TUP TUP TUP TUP TUP TUP TUP
3.A.7.b
Packet Pg. 191 Attachment: Exhibit A for Ord. 23-08 (Title 17 Development Code) (Second Reading/Adoption of Ordinance No. 23-08 for Development Code Incidental Uses Permit Requirements
P Zoning Clearance (17.655) CUP Conditional Use Permit (17.605) MUP Minor Use Permit (17.605) TUP Temporary Use Permit (17.640) --- Not Permi Residential Zones Commercial and Office Zones Industrial Zones Mixed-Use Zones Special Purpose Zon
RE RR RL RM RH RVH CN CG CR OP BP IL IH MU MU-E DV OSG OSR --- --- --- --- --- --- P P P P --- --- --- P P P --- --- --- --- --- --- --- --- P P P P P P P P P P --- --- P P P P P P --- --- --- --- --- --- --- P P P --- --- --- --- --- --- --- --- P P P P P P P P P P --- CUP P --- --- --- --- --- --- --- --- --- --- --- --- --- --- --- --- --- --- --- --- --- --- --- --- --- --- --- --- --- --- --- --- --- P --- --- --- --- --- --- --- CUP CUP CUP CUP --- --- --- MUP MUP MUP --- --- See Section 17.430.050 (Animal-Keeping) sory --- --- --- --- --- --- P P P P --- --- --- P P P --- --- --- --- --- --- --- --- P P P --- --- --- --- P P P --- --- P P P P P P --- --- --- --- --- --- --- P P P --- --- --- P P P P P --- --- --- --- --- --- --- P P P --- --- --- --- --- --- --- --- --- --- --- --- --- --- --- --- --- --- CUP CUP --- --- --- --- --- --- P P P P --- --- --- P P P --- --- --- --- --- --- --- --- MUP MUP MUP --- --- P P MUP MUP MUP --- --- --- --- --- --- --- --- --- --- --- --- --- MUP MUP --- --- --- --- ---
3.A.7.b
Packet Pg. 192 Attachment: Exhibit A for Ord. 23-08 (Title 17 Development Code) (Second Reading/Adoption of Ordinance No. 23-08 for Development Code MUP Minor Use Permit (17.605) TUP Temporary Use Permit (17.640) --- Not Permi Residential Zones Commercial and Office Zones Industrial Zones Mixed-Use Zones Special Purpose Zon
RE RR RL RM RH RVH CN CG CR OP BP IL IH MU MU-E DV OSG OSR
P P P P P P --- --- --- --- --- --- --- --- --- --- P --- --- --- --- --- --- --- P P P P --- --- --- --- --- --- --- --- P P P P P P --- --- --- --- --- --- --- P P P --- ---
3.A.7.b
Packet Pg. 193 Attachment: Exhibit A for Ord. 23-08 (Title 17 Development Code) (Second Reading/Adoption of Ordinance No. 23-08 for Development Code ALLOWABLE LAND USES AND DEVELOPMENT 17.205
SAN JACINTO DEVELOPMENT CODE, TITLE 17 DECEMBER 2022 2-25 Chapter 17.215 — Residential Zones
Sections:
17.215.010 — Purposes of Residential Zones
17.215.020 — Residential Zone Land Uses and Permit Requirements
17.215.030 — Residential Zone Development Standards
17.215.035 — Paving Within Residential Front Yard Area
17.215.040 — Residential Zone Density Incentives
17.215.050 — Group Homes for Persons with Disabilities
17.215.010 — Purposes of Residential Zones
The purposes of the individual residential zones and the manner in which they are applied are as follows:
A. RE (Residential Estate) Zone. The RE zone is applied to areas appropriate for detached single-family dwelling units with appropriate accessory structures and uses in semirural areas and areas where scenic and natural resources should be protected, together.
The RE zone may also allow mobile and modular homes, agricultural uses, public facilities, and other uses that are compatible with rural estate single-family neighborhoods. Horses and other farm animals are also allowed in this zone in compliance with Section 17.430.050 (Animal Keeping). This zone allows a maximum density of 1.0 dwelling unit per two gross acres of land. The RE zone is consistent with the Very Low Density Residential (VLDR) land use designation of the General Plan.
B. RR (Residential Rural) Zone. The RR zone is applied to areas appropriate for detached single-family dwelling units with appropriate accessory structures and uses in a semirural setting. The RR zone may also allow mobile and modular homes, public facilities, and other uses that are compatible with rural single-family neighborhoods. Horses and other farm animals are also allowed in this zone in compliance with Section 17.430.050 (Animal Keeping). This zone allows a maximum density of 2.0 dwelling units per gross acre of land. The RR zone is consistent with the Very Low Density Residential (VLDR) land use designation of the General Plan.
C. RL (Residential, Low Density) Zone. The RL zone is applied to areas appropriate for a range of detached single-family residential dwellings on standard suburban parcels, together with appropriate accessory structures and uses. The RL zone may also allow mobile and modular homes, condominiums, townhomes, public facilities, and other uses that are compatible with low density single-family neighborhoods. This zone allows a density ranging from 2.1 to 7.0 dwelling units per gross acre. The RL zone is consistent with the Low Density Residential (LDR) land use designation of the General Plan.
3.A.7.b
Packet Pg. 194 Attachment: Exhibit A for Ord. 23-08 (Title 17 Development Code) (Second Reading/Adoption of Ordinance No. 23-08 for Development Code ALLOWABLE LAND USES AND DEVELOPMENT 17.205
SAN JACINTO DEVELOPMENT CODE, TITLE 17 DECEMBER 2022 2-26 D. RM (Residential, Medium Density) Zone. The RM zone is applied to areas appropriate for neighborhoods with a variety of housing types located in proximity to parks, schools, and public services. The housing types range from attached and detached single-family residential dwelling units, duplexes, triplexes, fourplexes, condominiums, townhomes, mobile home parks, recreational vehicle parks, as well as accessory structures and uses. The RM zone may also allow limited neighborhood serving commercial uses on small appropriately located individual parcels or in small pedestrian-oriented neighborhood centers, public facilities, and other uses that are compatible with medium density neighborhoods. This zone allows a density ranging from 5.1 to 14.0 dwelling units per gross acre. The RM zone is consistent with the Medium Density Residential (MDR) land use designation of the General Plan.
E. RH (Residential, High Density) Zone. The RH zone is applied to areas appropriate for a variety of multi-family attached housing types (for example, apartments, garden style units, condominiums, townhomes, etc.), as well as accessory structures and uses primarily on larger parcels where site design can provide the desired mixture of housing types, aesthetic and functional open space areas, and other features that enhance the development and neighborhood. The RH zone may also allow limited neighborhood serving commercial uses on small appropriately located individual parcels or in small pedestrian-oriented neighborhood centers, public facilities, and other accessory structures and uses that are compatible with high density neighborhoods. This zone allows a density ranging from 14.1 to 22.0 dwelling units per gross acre. The RH zone is consistent with the High Density Residential (HDR) land use designation of the General Plan.
F. RVH (Residential, Very High Density) Zone. The RVH zone is applied to areas appropriate for apartments, senior housing, and housing affordable to lower and moderate income families located near commercial areas and public services. The RVH zone may also allow limited neighborhood serving commercial uses on small appropriately located individual parcels or in small pedestrian-oriented neighborhood centers, public facilities, accessory structures and uses, and other uses that are compatible with high density neighborhoods. This zone allows a density ranging from 22 to 32.0 dwelling units per gross acre. The RVH zone is consistent with the Very High Density Residential (VHDR) land use designation of the General Plan.
17.215.020 — Residential Zone Land Uses and Permit Requirements A. Allowed land uses. Table 2-2 indicates the uses allowed within each residential zone and the planning permit required to establish each use, in compliance with Article 6 (Permit Procedures).
B. Prohibited land uses. Any table cell with a “---” means that the listed land use is expressly prohibited in that specific zone.
3.A.7.b
Packet Pg. 195 Attachment: Exhibit A for Ord. 23-08 (Title 17 Development Code) (Second Reading/Adoption of Ordinance No. 23-08 for Development Code ALLOWABLE LAND USES AND DEVELOPMENT 17.205
SAN JACINTO DEVELOPMENT CODE, TITLE 17 DECEMBER 2022 2-27 C. Land uses not listed. For land uses not listed in Table 2-2, the provisions of Chapter
17.105 (Interpretation of Regulations) shall apply. (Ord. 21-02, Adopted April 20, 2021) D. Site Plan and Design Review required. All construction activities (e.g., additions, alterations, construction, reconstruction, or remodeling) shall require Site Plan, Design Review (unless exempt per Chapter 17.630 [Site Plan and Design Review]), and Water Efficient Landscape and Irrigation approval in compliance with Chapter 17.630 (Site Plan and Design Review) and Chapter 17.325 (Water Efficient Landscape and Irrigation). (Ord. 16-01, Adopted April 5, 2016)
E. Applicable Regulations. Where the last column in the tables ("Specific Use Regulations") includes a Section number, the regulations in the referenced section apply to the use; however, provisions in other Sections of this Development Code may also apply.
17.215.030 — Residential Zone Development Standards
Subdivisions, new land uses and structures, and alterations to existing land uses and structures, shall be designed, constructed, and established in compliance with the requirements in Table 2- 3, in addition to the standards and guidelines in Article 3 (Site Planning and Development Standards) (e.g., landscaping, parking and loading, etc.), Article 4 (Standards for Specific Land Uses (e.g., accessory structures, single-family and multi-family development, etc.), and Chapter
17.325 – Water Efficient Landscape and Irrigation. (ord. 16-01, adopted April 5, 2016) Table 2-4
Development Standards for Residential Zones
Development Feature
See Article 8
(Definitions)
RE RR RL RM RH RVH
Density Minimum and maximum number of dwelling units allowed per gross acre. See 17.215.040 (Residential Zone Density Incentives) for incentive and density deviation allowances.
Minimum 0.0 0.0 2.1 5.0 14.1 22.1
Maximum 1.0 2.0 7.0 14.0 22.0 32.0
Minimum Parcel
Dimensions
Minimum dimensions required for each newly created parcel. Parcel area shall be measured in terms of net area, as defined in Article 8 (Definitions).
Parcel Area 2 acres 15,000 sq. ft. 5,000 sq. ft. 4,000 sq. ft. 20,000 sq. ft. 20,000 sq. ft.
Parcel Width 150 ft. 100 ft.
Corner
Parcel = 70 ft.
Interior
Parcel = 50 ft.
40 ft. 100 ft. 100 ft.
Parcel Depth 300 ft. 100 ft. 100 ft. 80 ft. 100 ft. 100 ft.
3.A.7.b
Packet Pg. 196 Attachment: Exhibit A for Ord. 23-08 (Title 17 Development Code) (Second Reading/Adoption of Ordinance No. 23-08 for Development Code ALLOWABLE LAND USES AND DEVELOPMENT 17.205
SAN JACINTO DEVELOPMENT CODE, TITLE 17 DECEMBER 2022 2-28 Table 2-4
Development Standards for Residential Zones
Development Feature
See Article 8
(Definitions)
RE RR RL RM RH RVH
Minimum Setbacks
Minimum required setbacks. See Section 17.305.120 for setback measurement, allowed projections into setbacks, and exceptions. See Article 4 for setback requirements applicable to specific land uses. Review Appendix 1 of the Landscape Design Guidelines for possible greater setback requirements on certain streets.
Front 25 ft. 25 ft. 20 ft. 15ft. - House
20 ft. - Garage
See Chapter 17.420 (MultiFamily Development) Interior Side 20 ft. 20 ft. 5 ft. 5 ft.
Street Side 20 ft. 20 ft. 10 ft. 7 ft.
Rear 20 ft. 20 ft. 20 ft. 10 ft.
Maximum Impervious
Surface Coverage
Maximum percentage of the total gross parcel area that may be covered by structures and impervious surfaces.
50% 50% 55% 60% 60% 60%
Balconies, SecondStory for Detached
Single Family
Residences
Second-Story Balconies shall maintain all other standards of the underlying zone and cannot be larger than 10% of the livable area of the residence. The Director may permit larger balconies when the privacy of the neighboring residences can be maintained pursuant Section 17.425.020 F 2 – Privacy Protection, due to larger lot sizes, balcony adjacency to General Plan designated Arterial Highways or larger, and/or balcony adjacency to non-sensitive open space areas. The Director has the discretion to provide notice to affected neighboring property owners before approving a balcony larger than 10% of the livable area of the residence.
Height Maximum allowable height of structures. See Section 17.305.060 and 17.405.050 E 3 (Accessory Structures) for height measurement requirements and height limit exceptions.
Primary Structure 35 ft. 35 ft. 35 ft. 35 ft. 45 ft. 45 ft.
Accessory Structure 15 ft. 15 ft. 15 ft. 15 ft. 15 ft. 15 ft.
Open Space N/A for Single-Family Residential Development.
Minimum open space to be provided for each
dwelling unit.
Common N/A N/A N/A 250 sq. ft.
Private N/A N/A N/A 100 sq. ft.
Slope Rear Setback Area = 3% maximum slope
Rear Yard Area = 5% maximum slope with 20 ft. min depth Separation Distance 10 ft. minimum separation distance between multiple primary structures and a primary structure and accessory structures. See also Chapter 17.420 (Multi-Family Development).
Accessory Structures See Chapter 17.405 (Accessory Structures and Uses).
Fences and Walls See Chapter 17.315 (Fences, Walls, and Hedges).
Landscaping See Chapter 17.325 (Landscaping Standards).
Parking See Chapter 17.330 (Off-Street Parking and Loading Standards).
Paving Within Front
Setback Area
See Section 17.215.035 (Paving Within Residential Front Yard Area); Section 17.330.100 (Paving Limitations for Driveways in Residential Zones); and Chapter 17.655 (Zoning Clearances).
Satellite Antennas See Section 17.430.290 (Satellite/Dish Antenna and Amateur Radio Facilities).
Signs See Chapter 17.335 (Sign Standards).
3.A.7.b
Packet Pg. 197 Attachment: Exhibit A for Ord. 23-08 (Title 17 Development Code) (Second Reading/Adoption of Ordinance No. 23-08 for Development Code ALLOWABLE LAND USES AND DEVELOPMENT 17.205
SAN JACINTO DEVELOPMENT CODE, TITLE 17 DECEMBER 2022 2-29
17.215.035 — Paving Within Residential Front Yard Area
A. Driveways. As specified in Section 17.330.100 (Paving Limitations for Single-Family Dwellings), the amount of allowable paving for driveways shall not exceed 35 percent of the required total front yard area. See Figure 2-1 (Limits on Paving and Hardscaping for Residential Front Yards). The Director may approve deviations from this standard for parcels of 50 feet or less in width. (Ord. 21-02, Adopted April 20, 2021) B. Walkway. The amount of paved walkways and hardscape shall not exceed 25 percent of the required front yard area. See Figure 2-1 (Limits on Paving and Hardscaping for Residential Front Yards).
C. All of front yard area. A minimum of 40 percent of the front yard shall consist of pervious surfaces for landscaping.
D. Zoning Clearance. New driveway paving and hardscape features (e.g., walkways, patios, etc.) shall require a Zoning Clearance issued in compliance with Chapter 17.655 (Zoning Clearances).
Figure 2-1
Limits on Paving and Hardscaping for Residential Front Yards
17.215.040 — Residential Zone Density Incentives
A. Compliance with density thresholds. The minimum and maximum density thresholds indicated in Table 2-4 shall apply to development in residential zones. Development shall not be allowed at less than or more than the indicated density thresholds, except in the following instances:
3.A.7.b
Packet Pg. 198 Attachment: Exhibit A for Ord. 23-08 (Title 17 Development Code) (Second Reading/Adoption of Ordinance No. 23-08 for Development Code ALLOWABLE LAND USES AND DEVELOPMENT 17.205
SAN JACINTO DEVELOPMENT CODE, TITLE 17 DECEMBER 2022 2-30
1. Less than minimum density threshold. A proposed project may be allowed at less than the applicable minimum density threshold only if the project complies with Chapter 17.645 (Transfer of Development Rights). Additionally, one singlefamily dwelling unit may be allowed on legal lots that require higher densities, if the zone allows for such use.
2. Greater than maximum density threshold. A proposed project may be allowed at greater than the applicable maximum density threshold only if the project complies with Chapter 17.310 (Affordable Housing – Density Bonuses), Chapter
17.645 (Transfer of Development Rights), or permitted by this Section.
B. Allowed by right. A proposed residential project that is consistent with the applicable density range shall be allowed by right, subject to any permits required by Table 2-2 (Allowed Uses and Permit Requirements in Residential Zones).
C. Development Standards. Projects that are allowed by right shall be consistent with all applicable Development Standards. Projects proposing a single-family may comply with RL zone standards, and projects transferring units, pursuant to Chapter 17.645, may comply with standards for zone that best fits the project density, as approved by the City.
D. Amenity Density Incentives. A proposed project in a residential zone, except the RE and RR zones and including the mixed use zones, may qualify for an amenity density increases by providing the necessary amenities identified in Table 2-5 (Amenity Density Incentives for Projects in Residential Zones) and obtaining approval of a Site Plan and Design Review in compliance with Chapter 17.630 (Site Plan and Design Review). The amount of the increased density shall not exceed the mid-point of the next highest residential density range; or shall not exceed the 50% above the maximum of the density range stated for the RVH, MU, MU-E, DV zones.
For the purposes of this Section, the term “amenity” shall be broadly defined to include natural features (e.g., trees, streams, green space, views, etc.) as well as amenities for the benefit of the community (e.g., street furniture, childcare space, community space, street awnings, etc.). An amenity shall not include cash or the provision of cash in lieu of a physical amenity.
3.A.7.b
Packet Pg. 199 Attachment: Exhibit A for Ord. 23-08 (Title 17 Development Code) (Second Reading/Adoption of Ordinance No. 23-08 for Development Code ALLOWABLE LAND USES AND DEVELOPMENT 17.205
SAN JACINTO DEVELOPMENT CODE, TITLE 17 DECEMBER 2022 2-31 Table 2-5
Amenity Density Incentives for Projects in Residential Zones Amenity Incentive
Development is located within 1/2 mile of a shopping center and medical facilities 1 additional dwelling unit per acre
Development is located within 1/2 mile of public transportation or a shuttle service is provided 1 additional dwelling unit per acre Development is part of a mixed-use project with at least 40% of the floor area dedicated to non-residential uses 1 additional dwelling unit per acre Existing natural features (rock outcrops, mature trees, topography, etc.) are saved on-site and integrated into the development 1 additional dwelling unit per acre An on-site professional management service is provided full-time ½ additional dwelling unit per acre Active and passive solar energy concepts are used to lower energy costs to residents ½ additional dwelling unit per acre
Minimum open space requirement is exceeded by 25% or more ½ additional dwelling unit per acre Day care services are provided on-site 1 additional dwelling unit per acre (For developments in the RVH, MU, MU-E, DV zones only):
Development includes at least 50% of the units that are affordable to lower-income households
4 additional dwelling units per acre
Other amenities that the applicant or the review authority propose Subject to approval by the review authority
E. Submittal requirements. In addition to the submittal requirements in Chapter 17.630 (Site Plan and Design Review) and in Chapter 17.600 (Permit Application Filing and Processing), the Director may request additional information to properly evaluate the need, appropriateness, or impact of the proposed amenity density incentive and to permit a finding that the proposed incentive is justified and, if granted, would not negatively impact the public health, safety, or welfare.
F. Approval of amenity density incentive. An amenity density incentive may be approved, disapproved, conditionally approved, approved at a lower intensity or conditionally approved at a lower intensity.
3.A.7.b
Packet Pg. 200 Attachment: Exhibit A for Ord. 23-08 (Title 17 Development Code) (Second Reading/Adoption of Ordinance No. 23-08 for Development Code ALLOWABLE LAND USES AND DEVELOPMENT 17.205
SAN JACINTO DEVELOPMENT CODE, TITLE 17 DECEMBER 2022 2-32
17.215.050 — Group Homes for Persons with Disabilities
Notwithstanding any provision contained in this Development Code to the contrary, group homes for persons with disabilities shall be deemed a permitted use in all residential zone districts within the City. (Ord. 14-03, adopted May 6, 2014, Ord 19-10, Adopted June 16, 2019, Ord 19-22, Adopted December 17, 2019, Ord. 21-02, Adopted April 20, 2021)
17.215.060 — Residential Zone Density Exception
A. Development of a Single-Family Residence shall be permitted on any parcel legally established prior to January 1, 2023 in the Residential Low Density, Residential Medium Density and Residential High Density Zones, even if such development is below the minimum density provided in Table 2-3 for the Zone in which it is located subject to the Development Standards of the RL Zone. Such Development, when legally established, shall be considered a conforming use.
3.A.7.b
Packet Pg. 201 Attachment: Exhibit A for Ord. 23-08 (Title 17 Development Code) (Second Reading/Adoption of Ordinance No. 23-08 for Development Code COMMERCIAL AND OFFICE ZONES 17.220
SAN JACINTO DEVELOPMENT CODE, TITLE 17 DECEMBER 2022 2-33 Chapter 17.220 — Commercial and Office Zones
Sections:
17.220.010 — Purposes of the Commercial and Office Zones
17.220.020 — Commercial and Office Zone Land Uses and Permit Requirements
17.220.030 — Commercial and Office Zone Development Standards
17.220.010 — Purposes of the Commercial and Office Zones The purposes of the individual commercial zones and the manner in which they are applied are as follows:
A. CN (Commercial Neighborhood) Zone. The CN zone is applied to areas appropriate for providing small-scale retail and personal service uses for the local population living in adjacent residential neighborhoods. This zone allows a maximum floor area ratio (FAR) of 0.40. The CN zone is consistent with the Commercial land use designation of the General Plan.
B. CG (Commercial General) Zone. The CG zone is applied to areas appropriate for general commercial and daily shopping needs of a broad market area. The CG zone may allow a wide range of retail sales and business, professional, and personal services that are accessible to transit corridors. This zone allows a maximum floor area ratio (FAR) of 0.50. The CG zone is consistent with the Commercial land use designation of the General Plan.
D. CR (Commercial Regional) Zone. The CR zone is applied to areas appropriate for large scale commercial development with retail, entertainment, and or service uses of a scale and function to serve a regional market. Uses allowed in the CR zone may include auto repair and sales, “big box” retail, factory outlets, hotels, and movie theaters. This zone allows a maximum floor area ratio (FAR) of 0.50. The CR zone is consistent with the Commercial land use designation of the General Plan.
E. Office Park (OP). The OP zone is applied to areas appropriate for a variety of singletenant and multi-tenant offices that include administrative, corporate, financial, general business, legal, medical, professional, research and development, and other supporting uses customarily situated on large parcels in a campus park like setting. Uses allowed in this zone may also include small convenience or service commercial activities intended to meet the needs of the onsite employee population. Other uses that are determined to be compatible with the primary uses may also be allowed. This zone allows a maximum floor area ratio (FAR) of 0.50. The OP zone is consistent with the Business Park land use designation of the General Plan.
3.A.7.b
Packet Pg. 202 Attachment: Exhibit A for Ord. 23-08 (Title 17 Development Code) (Second Reading/Adoption of Ordinance No. 23-08 for Development Code COMMERCIAL AND OFFICE ZONES 17.220
SAN JACINTO DEVELOPMENT CODE, TITLE 17 DECEMBER 2022 2-34
17.220.020 — Commercial and Office Zone Land Uses and Permit Requirements A. Allowed land uses. Table 2-2 indicates the uses allowed within each commercial and office zone and the planning permit required to establish each use, in compliance with Article 6 (Planning Permit Procedures).
B. Prohibited land uses. Any table cell with a “---” means that the listed land use is expressly prohibited in that specific zone.
C. Land uses not listed. For land uses not listed in Table 2-2, the provisions of Chapter
17.105 (Interpretation of Regulations) shall apply. (Ord. 21-02, Adopted April 20, 2021) D. Site Plan and Design Review required. All construction activities (e.g., additions, alterations, construction, reconstruction, or remodeling) shall require Site Plan, Design Review, and Water Efficient Landscape and Irrigation approval in compliance with Chapter 17.630 (Site Plan and Design Review) and 17.325 (Water Efficient Landscape and Irrigation). (ord. 16-01, adopted April 5, 2016)
E. Applicable Regulations. Where the last column in the tables ("Specific Use Regulations") includes a Section number, the regulations in the referenced section apply to the use; however, provisions in other Sections of this Development Code may also apply.
17.220.030 — Commercial and Office Zone Development Standards Subdivisions, new land uses and structures, and alterations to existing land uses and structures, shall be designed, constructed, and established in compliance with the requirements in Table 2 6, in addition to the standards and guidelines in Article 3 (Site Planning and Development Standards) (e.g., landscaping, parking and loading, signs, etc.), Article 4 (Standards for Specific Land Uses (e.g., outdoor display and sales, outdoor storage, etc.), and Chapter 17.325 – Water Efficient Landscape and Irrigation. (ord. 16-01, adopted April 5, 2016)
3.A.7.b
Packet Pg. 203 Attachment: Exhibit A for Ord. 23-08 (Title 17 Development Code) (Second Reading/Adoption of Ordinance No. 23-08 for Development Code COMMERCIAL AND OFFICE ZONES 17.220
SAN JACINTO DEVELOPMENT CODE, TITLE 17 DECEMBER 2022 2-35 Table 2-6
Development Standards for Commercial and Office Zones
Development Feature
See Article 8 (Definitions)
CN CG CR OP
Minimum Parcel Dimensions
Minimum dimensions required for each newly created parcel. Parcel area shall be measured in terms of net area, as defined in Article 8 (Definitions). Commercial Developments within a master planned development that includes a master property association (or similar) for maintenance of common areas, parking lots, etc. and provides cross lot access and parking shall be exempt from the minimum parcel dimensions below.
Parcel Area (Net) 20,000 sq. ft. 20,000 sq. ft. 15 acres 5 acres Parcel Width 50 ft. 50 ft. 500 ft. 300 ft.
Parcel Depth 100 ft. 100 ft. 250 ft. 250 ft.
Floor Area Ratio (FAR) Maximum floor area ratio (FAR) allowed per net acre. See “Area, Net” in Article 8 (Definitions).
Maximum FAR .40 .50 .50 .50
Minimum Setbacks
Minimum setbacks required. See Section 17.305.120 for setback measurement, allowed projections into setbacks, and exceptions. See Article 4 (Standards for Specific Land Uses) for setback requirements applicable to specific land uses. Review Appendix 1 of the Landscape Design Guidelines for possible greater setback requirements on certain streets.
Front 15 ft. 10 ft. 15 ft. 15 ft.
Side (Interior)
Abutting nonresidential None
required
None
required 30 ft. 30 ft.
Abutting residential 10 ft. 10 ft. 35 ft. 35 ft.
Side (Street) 10 ft. 10 ft. 20 ft. 20 ft.
Rear
Abutting nonresidential None
required
None
required
None
required 25 ft.
Abutting residential 15 ft. 15 ft. 35 ft. 35 ft.
Maximum Height
Maximum allowable height of structures. See Section 17.305.060 and 17.405.050 E 3 (Accessory Structures) for height measurement requirements and height limit exceptions.
Primary Structure 35 ft. 45 ft. 45 ft. 45 ft.
Accessory Structure 15 ft. 15 ft. 15 ft. 15 ft.
3.A.7.b
Packet Pg. 204 Attachment: Exhibit A for Ord. 23-08 (Title 17 Development Code) (Second Reading/Adoption of Ordinance No. 23-08 for Development Code COMMERCIAL AND OFFICE ZONES 17.220
SAN JACINTO DEVELOPMENT CODE, TITLE 17 DECEMBER 2022 2-36 Table 2-6
Development Standards for Commercial and Office Zones
Development Feature
See Article 8 (Definitions)
CN CG CR OP
Impervious Surface Coverage
Maximum percentage of the total gross parcel area that may be covered by structures and impervious surfaces.
80% 85% 90% 70%
Accessory Structures See Chapter 17.405 (Accessory Structures and Uses).
Fences and Walls See Chapter 17.315 (Fences, Walls, and Hedges).
Landscaping See Chapter 17.325 (Landscaping Standards).
Parking See Chapter 17.330 (Off-Street Parking and Loading Standards).
Satellite Antenna See Section 17.430.290 (Satellite/Dish Antenna and Amateur Radio Facilities).
Signs See Chapter 17.335 (Sign Standards).
(Ord 19-22, Adopted December 17, 2019, Ord. 21-02, Adopted April 20, 2021)
3.A.7.b
Packet Pg. 205 Attachment: Exhibit A for Ord. 23-08 (Title 17 Development Code) (Second Reading/Adoption of Ordinance No. 23-08 for Development Code SPECIAL PURPOSE ZONES 17.230
SAN JACINTO DEVELOPMENT CODE, TITLE 17 DECEMBER 2022 2-37 Chapter 17.225 — Industrial Zones
Sections:
17.225.010 — Purposes of the Industrial Zones
17.225.020 — Industrial Zone Land Uses and Permit Requirements
17.225.030 — Industrial Zone Development Standards
17.225.010 — Purposes of the Industrial Zones
The purposes of the individual industrial zones and the manner in which they are applied are as follows:
A. BP (Business Park) Zone. The BP zone is applied to areas appropriate for single-tenant and multi-tenant offices that include corporate headquarters, research and development, product development, and general business uses customarily situated on large parcels in a campus park like setting. Uses allowed in this zone may also include small convenience or service commercial activities intended to meet the needs of the onsite employee population. Other uses that are determined to be compatible with primary uses may also be allowed. This zone allows a maximum floor area ratio (FAR) of 1.0 The BP zone is consistent with the Business Park land use designation of the General Plan.
B. IL (Industrial Light) Zone. The IL zone is applied to areas appropriate for light industry and manufacturing and heavier commercial service-type uses whose proximity to major arterial highways is essential or desirable for their operation due to the large volumes of vehicle and truck traffic that they generate. Uses allowed in this zone may include general manufacturing uses, auto repair services, pest control services, pool maintenance services, and woodworking shops. This zone allows a maximum floor area ratio (FAR) of 0.50. The IL zone is consistent with the Industrial land use designation of the General Plan.
C. IH (Industrial Heavy) Zone. The IH zone is applied to areas appropriate for a variety of low polluting and nonpolluting industrial and manufacturing activities, including limited regional and subregional commercial activities that are nonpolluting and can coexist compatibly with surrounding land uses. Uses allowed in this zone may include research and development; manufacturing and processing; large single-tenant distribution and sales; boat, recreational vehicle, and truck repair; offices; warehousing and indoor storage; and high technology production. Other uses that are determined to be compatible with primary uses may also be allowed. This zone allows a maximum floor area ratio (FAR) of 0.50. The IH zone is compatible with the Industrial land use designation of the General Plan.
3.A.7.b
Packet Pg. 206 Attachment: Exhibit A for Ord. 23-08 (Title 17 Development Code) (Second Reading/Adoption of Ordinance No. 23-08 for Development Code SPECIAL PURPOSE ZONES 17.230
SAN JACINTO DEVELOPMENT CODE, TITLE 17 DECEMBER 2022 2-38
17.225.020 — Industrial Zone Land Uses and Permit Requirements A. Allowed land uses. Table 2-2 indicates the uses allowed within each industrial zone and the planning permit required to establish each use, in compliance with Article 6 (Planning Permit Procedures).
B. Prohibited land uses. Any table cell with a “---” means that the listed land use is expressly prohibited in that specific zone.
C. Land uses not listed. For land uses not listed in Table 2-2, the provisions of Chapter
17.105. (Interpretation) shall apply. (Ord. 21-02, Adopted April 20, 2021) D. Site Plan and Design Review required. All construction activities (e.g., additions, alterations, construction, reconstruction, or remodeling) shall require Site Plan, Design Review, and Water Efficient Landscape and Irrigation approval in compliance with Chapter 17.630 (Site Plan and Design Review) and Chapter 17.325 (Water Efficient Landscape and Irrigation). (Ord. 16-01, Adopted April 5, 2016) E. Applicable Regulations. Where the last column in the tables ("Specific Use Regulations") includes a Section number, the regulations in the referenced section apply to the use; however, provisions in other Sections of this Development Code may also apply.
17.225.030 — Industrial Zone Development Standards
Subdivisions, new land uses and structures, and alterations to existing land uses and structures, shall be designed, constructed, and established in compliance with the requirements in Table 2 , in addition to the standards and guidelines in Article 3 (Site Planning and Development Standards) (e.g., landscaping, parking and loading, signs, etc.), Article 4 (Standards for Specific Land Uses (e.g., outdoor storage, etc.), and Chapter 17.325 – Water Efficient Landscape and Irrigation. (ord. 16-01, adopted April 5, 2016)
3.A.7.b
Packet Pg. 207 Attachment: Exhibit A for Ord. 23-08 (Title 17 Development Code) (Second Reading/Adoption of Ordinance No. 23-08 for Development Code SPECIAL PURPOSE ZONES 17.230
SAN JACINTO DEVELOPMENT CODE, TITLE 17 DECEMBER 2022 2-39 Table 2-7
Development Standards for Industrial Zones
Development Feature
See Article 8 (Definitions)
BP IL IH
Parcel Dimensions
Minimum dimensions required for each newly created parcel. Parcel area shall be measured in terms of net area, as defined in Article 8 (Definitions).
Industrial Developments within a master planned development that includes a master property association (or similar) for maintenance of common areas, parking lots, etc. and provides cross lot access and parking shall be exempt from the minimum parcel dimensions.
Parcel Area (Net) 5 acres No minimum No minimum
Parcel Width 300 ft. 50 ft. 150 ft.
Parcel Depth 200 ft. 200 ft. 200 ft.
Floor Area Ratio
Maximum floor area ratio (FAR) allowed per net acre. See “Area, Net” in Article 8 (Definitions).
1.0 .50 .50
Setbacks
Minimum setbacks required. See Section 17.305.120 for setback measurement, allowed projections into setbacks, and exceptions. See Article 4 for setback requirements applicable to specific land uses. See Article 8 for definitions of “Abutting” and “Adjacent”. Review Appendix 1 of the Landscape Design Guidelines for possible greater setback requirements on certain streets.
Front
Adjacent to nonresidential 10 ft. 10 ft. 15 ft.
Adjacent to residential 25 ft. 50 ft. 50 ft.
Side (Interior)
Abutting nonresidential 10 ft. 10 ft. 10 ft.
Abutting residential 35 ft. 35 ft. 50 ft.
Side (Street)
Adjacent to nonresidential 10 ft. 10 ft. 20 ft.
Adjacent to residential 25 ft. 25 ft. 50 ft.
Rear
Abutting nonresidential 25 ft. None None
Abutting residential 35 ft. 15 ft. 75 ft.
Impervious Surface Coverage
Maximum percentage of the total gross parcel area that may be covered by structures and impervious surfaces.
70% 80% 85%
3.A.7.b
Packet Pg. 208 Attachment: Exhibit A for Ord. 23-08 (Title 17 Development Code) (Second Reading/Adoption of Ordinance No. 23-08 for Development Code SPECIAL PURPOSE ZONES 17.230
SAN JACINTO DEVELOPMENT CODE, TITLE 17 DECEMBER 2022 2-40 Table 2-7
Development Standards for Industrial Zones
Development Feature
See Article 8 (Definitions)
BP IL IH
Height
Maximum allowable height of structures. See Chapter 17.305.060 and
17.405.050 E 3 (Accessory Structures) for height measurement requirements and height limit exceptions.
Primary Structure 45 ft. 45 ft. 60 ft.
Accessory Structure 15 ft. 15 ft. 15 ft.
Accessory Structures See Chapter 17.405 (Accessory Structures and Uses).
Fences and Walls See Chapter 17.315 (Fences, Walls, and Hedges).
Landscaping See Chapter 17.325 (Landscaping Standards).
Parking See Chapter 17.330 (Off-Street Parking and Loading Standards).
Satellite/Dish Antennae See Section 17.430.290 (Satellite/Dish Antenna and Amateur Radio Facilities).
Signs See Chapter 17.335 (Sign Standards).
(Ord 19-22, Adopted December 17, 2019, Ord. 21-02, Adopted April 20, 2021)
3.A.7.b
Packet Pg. 209 Attachment: Exhibit A for Ord. 23-08 (Title 17 Development Code) (Second Reading/Adoption of Ordinance No. 23-08 for Development Code SPECIAL PURPOSE ZONES 17.230
SAN JACINTO DEVELOPMENT CODE, TITLE 17 DECEMBER 2022 2-41 Chapter 17.227 — Mixed-Use Zones
Sections:
17.225.010 — Purposes of the Mixed-Use Zones
17.227.020 — Mixed-Use Zone Land Uses and Permit Requirements
17.227.030 — Mixed-Use Zone Development Standards
17.227.040 — Mixed-Use, Mixed-Use Entertainment, and Downtown Village Zone Minimum Density Exception
17.227.010 — Purposes of the Mixed-Use Zones
The purposes of the individual industrial zones and the manner in which they are applied are as follows:
A. MU (Mixed-Use) Zone. The MU zone is applied to areas appropriate for medium to high-density residential development and retail, office and service uses. This designation allows for vertical integration of compatible uses, whereby such uses share the same building or lot, or horizontal integration of uses, where compatible uses are located next to each other. Single-use projects comprised only of residential or commercial uses are also allowed. Plazas, courtyards, outdoor dining, transit stops and other public gathering spaces and community amenities, such as art in public places, are strongly encouraged. This Zone allows residential densities between 10.1and 36 dwelling units per gross acre and a floor area ratio (FAR) of up to 0.75. For projects which include residential and nonresidential components, the density requirements shall apply to the residential component and the FAR shall apply to the nonresidential component. The MU zone is consistent with the Mixed-Use land use designation of the General Plan.
B. MU-E (Mixed-Use Entertainment) Zone. The MU-E zone is applied to areas appropriate for high-density residential development with commercial, office, institutional, and business uses emphasizing retail, and entertainment activities. Such development is intended to facilitate the grouping of innovative housing options with employment uses, entertainment activities, public gathering spaces, transit stations and other community amenities, such as art in public places. The focus of the development and design standards is on ensuring that large-scale mixed-use projects are functionally integrated through the relationships between location and types of uses and structures, the efficient use of land, optimal site planning and design elements. This Zone allows residential densities between 10.1 and 36 dwelling units per gross acre and a floor area ratio (FAR) of up to 1.0. For projects which include residential and nonresidential components, the density requirements shall apply to the residential component and the FAR shall apply to the nonresidential component. The MU-E zone is consistent with the Mixed-Use land use designation of the General Plan.
3.A.7.b
Packet Pg. 210 Attachment: Exhibit A for Ord. 23-08 (Title 17 Development Code) (Second Reading/Adoption of Ordinance No. 23-08 for Development Code SPECIAL PURPOSE ZONES 17.230
SAN JACINTO DEVELOPMENT CODE, TITLE 17 DECEMBER 2022 2-42 C. DV (Downtown Village) Zone. The Downtown Village land use designation allows for a variety of commercial uses with a strong pedestrian orientation and design that enhances the City’s small-town character. Development in these areas will be subject to additional design and development standards intended to support the Downtown area.
Mixed commercial, office, and residential development (residential uses above or beside commercial uses) is also permitted in the DV designation. Single-use projects, comprised only of residential or commercial uses are also allowed. This Zone allows residential densities between 10.1 and 40 dwelling units per gross acre and a floor area ratio (FAR) of up to 2.0. For projects which include residential and nonresidential components, the density requirements shall apply to the residential component and the FAR shall apply to the nonresidential component. The DV Zone is compatible with the Downtown Village land use designation of the General Plan.
17.227.020 — Mixed-Use Zone Land Uses and Permit Requirements A. Allowed land uses. Table 2-2 indicates the uses allowed within each Mixed-Use zone and the planning permit required to establish each use, in compliance with Article 6 (Planning Permit Procedures).
B. Prohibited land uses. Any table cell with a “---” means that the listed land use is expressly prohibited in that specific zone.
C. Land uses not listed. For land uses not listed in Table 2-2, the provisions of Chapter
17.105. (Interpretation) shall apply.
D. Site Plan and Design Review required. All construction activities (e.g., additions, alterations, construction, reconstruction, or remodeling) shall require Site Plan, Design Review, and Water Efficient Landscape and Irrigation approval in compliance with Chapter 17.630 (Site Plan and Design Review) and Chapter 17.325 (Water Efficient Landscape and Irrigation).
E. Applicable Regulations. Where the last column in the tables ("Specific Use Regulations") includes a Section number, the regulations in the referenced section apply to the use; however, provisions in other Sections of this Development Code may also apply.
3.A.7.b
Packet Pg. 211 Attachment: Exhibit A for Ord. 23-08 (Title 17 Development Code) (Second Reading/Adoption of Ordinance No. 23-08 for Development Code SPECIAL PURPOSE ZONES 17.230
SAN JACINTO DEVELOPMENT CODE, TITLE 17 DECEMBER 2022 2-43
17.227.030 — Mixed-Use Zone Development Standards
Subdivisions, new land uses and structures, and alterations to existing land uses and structures, shall be designed, constructed, and established in compliance with the requirements in Tables 8 (Development Standards for Mixed-Use and Commercial Developments within the MixedUse Zones), 2-9 (Development Standards for Small Lot Residential Detached Developments in Mixed-Use Zones) in addition to the standards and guidelines in Article 3 (Site Planning and Development Standards) (e.g., landscaping, parking and loading, signs, etc.), Article 4 (Standards for Specific Land Uses (e.g., outdoor storage, etc.), and Chapter 17.325 – Water Efficient Landscape and Irrigation.
A. Mixed-Use Projects Development Standards. For purposes of the Mixed-Use Development Standards, projects shall be evaluated based on the type of development proposed. Table 2-8 regulates the development of vertical and horizontal mixed-use projects and standalone commercial developments. Table 2-9 regulates the development of small lot subdivisions. A mixed-use project may involve one, or more, types of development. Each development type shall be evaluated by its corresponding standards.
Where ambiguity exist, the Director shall have the authority to determine the appropriate application of these standards.
B. Mixed-Use Zone Standards for Mixed-Use and Commercial Developments. MixedUse and Commercial Developments located within the Mixed-Use Zones shall comply with the following development standards.
Table 2-8
Development Standards for Mixed-Use and Commercial Developments within the Mixed-Use Zones
Development Feature
See Article 8 (Definitions)
MU MU-E DV
Residential Density Minimum and maximum number of dwelling units allowed per gross acre.
Minimum 10.1 10.1 10.1
Maximum 36.0 36.0 40.0
Floor Area Ratio Maximum floor area ratio (FAR) allowed per net acre. See “Area, Net” in Article 8 (Definitions).
Maximum FAR 0.75 1.0 2.0
Parcel Dimensions
See Section 17.225.040 for
exemptions
Minimum dimensions required for each newly created parcel. Parcel area shall be measured in terms of net area, as defined in Article 8 (Definitions). MixedUse Developments within a master planned development that includes a master property association (or similar) for maintenance of common areas, parking lots, etc. and provides cross lot access and parking shall be exempt from the minimum parcel dimensions.
Parcel Area (Net) 10,000 sq. ft. 10,000 sq. ft. 5,000 sq. ft.
3.A.7.b
Packet Pg. 212 Attachment: Exhibit A for Ord. 23-08 (Title 17 Development Code) (Second Reading/Adoption of Ordinance No. 23-08 for Development Code SPECIAL PURPOSE ZONES 17.230
SAN JACINTO DEVELOPMENT CODE, TITLE 17 DECEMBER 2022 2-44 Table 2-8
Development Standards for Mixed-Use and Commercial Developments within the Mixed-Use Zones
Development Feature
See Article 8 (Definitions)
MU MU-E DV
Parcel Width 100 ft. 100 ft. 50 ft.
Parcel Depth 100 ft. 100 ft. 100 ft.
Setbacks (Perimeter)
All buildings and structures shall provide the minimum setback listed below from the ultimate perimeter lot line. Such spaces may be inclusive of private open space, common open space, walkways, and other similar amenities.
Abutting Residential 15 ft. 15 ft.
DV Zone – 5 ft.
Non-DV Zone – 10 ft.
Abutting Non-Residential 10 ft. 10 ft. 0 ft.
Abutting Street 15 ft.
Front – Min 0 ft. Max 5ft.
Rear or Side – Min 0 ft.
Open Space Minimum open space to be provided for each dwelling unit.
Common 250 sq. ft.
Private 100 sq. ft.
Structure Coverage
Maximum percentage of the total parcel area that may be covered by structures.
80% 80% 100%
Height
Maximum allowable height of structures. See Chapter 17.305.060 and
17.405.050 E 3 (Accessory Structures) for height measurement requirements and height limit exceptions.
Structure For building sections:
Within 10 feet of a perimeter property line – 35 ft.
Between 10 and 20 feet of a perimeter property line – 40 ft.
Between 20 and 30 feet of a perimeter property line – 45 ft.
Beyond 30 feet of a perimeter property line – 60 ft.
Accessory Structure 15 ft.
Accessory Structures See Chapter 17.405 (Accessory Structures and Uses).
Fences and Walls See Chapter 17.315 (Fences, Walls, and Hedges).
Landscaping See Chapter 17.325 (Landscaping Standards).
Parking See Chapter 17.330 (Off-Street Parking and Loading Standards).
Satellite/Dish Antennae See Section 17.430.290 (Satellite/Dish Antenna and Amateur Radio Facilities).
Signs See Chapter 17.335 (Sign Standards).
3.A.7.b
Packet Pg. 213 Attachment: Exhibit A for Ord. 23-08 (Title 17 Development Code) (Second Reading/Adoption of Ordinance No. 23-08 for Development Code SPECIAL PURPOSE ZONES 17.230
SAN JACINTO DEVELOPMENT CODE, TITLE 17 DECEMBER 2022 2-45 C. Mixed-Use Zone Standards for Small Lot Subdivisions (Detached Residential) Developments. Detached Single-Family Residential Developments located within the Mixed-Use Zones shall comply with the following development standards.
Table 2-9
Development Standards for Small Lot Residential Detached Developments in MixedUse Zones Development Feature
See Article 8 (Definitions)
MU MU-E
Residential Density
Minimum 10.1
Maximum 36.0
Parcel Dimensions
See Section 17.225.040 for
exemptions
Minimum dimensions required for each newly created parcel. Parcel area shall be measured in terms of net area, as defined in Article 8 (Definitions). MixedUse Developments within a master planned development that includes a master property association (or similar) for maintenance of common areas, parking lots, etc. and provides cross lot access and parking shall be exempt from the minimum parcel dimensions.
Parcel Area (Net) 3,000 sq. ft.
Parcel Width 45 ft.
Parcel Depth 65 ft.
Setbacks The setbacks below are required for newly created lots within a small lot subdivision.
Front
15ft. - House
20 ft. – Garage
2 ft. min / 5 ft. max - Alley
Interior Side 5 ft.
Street Side 7 ft.
Rear 5 ft.
3.A.7.b
Packet Pg. 214 Attachment: Exhibit A for Ord. 23-08 (Title 17 Development Code) (Second Reading/Adoption of Ordinance No. 23-08 for Development Code SPECIAL PURPOSE ZONES 17.230
SAN JACINTO DEVELOPMENT CODE, TITLE 17 DECEMBER 2022 2-46 Table 2-9
Development Standards for Small Lot Residential Detached Developments in MixedUse Zones Development Feature
See Article 8 (Definitions)
MU MU-E
Setbacks (Perimeter)
All buildings and structures within a small lot subdivision shall provide the minimum setback listed below from the ultimate perimeter lot line. Such spaces may be inclusive of private open space, common open space, walkways, and other similar amenities.
Abutting Residential 15 ft.
Abutting Non-Residential 10 ft.
Abutting Street 15 ft.
Height
Primary Structure 45 ft.
Accessory Structure 15 ft. (amenities on common lots may be up to 45 ft. in height) Open Space Minimum open space to be provided for each dwelling unit.
Common 250 sq. ft.
Private 100 sq. ft.
Accessory Structures See Chapter 17.405 (Accessory Structures and Uses).
Fences and Walls See Chapter 17.315 (Fences, Walls, and Hedges).
Landscaping See Chapter 17.325 (Landscaping Standards).
Parking See Chapter 17.330 (Off-Street Parking and Loading Standards).
Satellite/Dish Antennae See Section 17.430.290 (Satellite/Dish Antenna and Amateur Radio Facilities).
Signs See Chapter 17.335 (Sign Standards).
17.227.040 — Mixed-Use, Mixed-Use Entertainment, and Downtown Village Zone Exceptions
A. Development of a Single-Family Residence shall be permitted on any parcel legally established prior to January 1, 2023 in the Mixed-Use, Mixed-Use Entertainment or Downtown Village Zone, even if such development is below the minimum density provided in Table 2-8 for the Zone in which it is located subject to the Development Standards of the RL Zone. Such Development, when legally established, shall be considered a conforming use.
B. Development of a Two-Family (i.e. duplex, etc.) permitted on any parcel in the Downtown Village Zone, even if such development is below the minimum density
3.A.7.b
Packet Pg. 215 Attachment: Exhibit A for Ord. 23-08 (Title 17 Development Code) (Second Reading/Adoption of Ordinance No. 23-08 for Development Code SPECIAL PURPOSE ZONES 17.230
SAN JACINTO DEVELOPMENT CODE, TITLE 17 DECEMBER 2022 2-47 provided in Table 2-8 for the Zone in which it is located, subject to the Development Standards of the RM Zone. Such Development, when legally established, shall be considered a conforming use.
3.A.7.b
Packet Pg. 216 Attachment: Exhibit A for Ord. 23-08 (Title 17 Development Code) (Second Reading/Adoption of Ordinance No. 23-08 for Development Code SPECIAL PURPOSE ZONES 17.230
SAN JACINTO DEVELOPMENT CODE, TITLE 17 DECEMBER 2022 2-48 Chapter 17.230 — Special Purpose Zones
Sections:
17.230.010 — Purposes of the Special Purpose Zones
17.230.020 — Special Purpose Zone Land Uses and Permit Requirements
17.230.030 — Special Purpose Zone Development Standards
17.230.010 — Purposes of the Special Purpose Zones
The purposes of the individual special purpose zones and the manner in which they are applied are as follows:
A. Open Space General (OSG) Zone. The OSG zone is applied to areas appropriate for passive recreational activities and conservation of natural and scenic resources. Uses may include hiking, biking and equestrian trails; outdoor recreation; and extremely low density single-family dwellings. The maximum allowable residential density is 1.0 dwelling unit per 40 net acres. This zone allows maximum floor area ratio (FAR) of 0.10.
The OSG zone is consistent with the Open Space land use designation of the General Plan.
B. Open Space Recreation (OSR) Zone. The OSR zone is applied to areas appropriate for public or private, active or passive outdoor recreational facilities and accessory indoor facilities. Uses may include equestrian clubs, golf courses, swimming schools, tennis clubs, and areas for active sports play (e.g., large multipurpose fields for community events and informal recreation, sports fields and courts, concessions, tot lots, picnic areas, support facilities, caretaker facilities, etc.). This zone allows a maximum floor area ratio (FAR) of 0.15. The OSR zone is consistent with the Open Space land use designation of the General Plan.
C. Public Institutional (PI) Zone. The PI zone is applied to areas appropriate for publiclyowned facilities and properties, including the Eastern Municipal Water District properties. Uses may include City administrative offices and office complexes, community centers, fire stations, police stations, schools, utility substations, and water facilities. Other uses that are determined to be compatible with primary uses may also be allowed. This zone allows a maximum floor area ratio (FAR) of 0.50. The PI zone is consistent with the Public Institution land use designation of the General Plan.
D. Specific Plan (SP) Zone. The SP zone is applied to areas appropriate for all projects of 100 acres or more in size as well as areas that are designated as Specific Plan on the General Plan, both of which warrant a comprehensive set of land use policies and standards designed for the unique features of an area within specific project boundaries.
3.A.7.b
Packet Pg. 217 Attachment: Exhibit A for Ord. 23-08 (Title 17 Development Code) (Second Reading/Adoption of Ordinance No. 23-08 for Development Code SPECIAL PURPOSE ZONES 17.230
SAN JACINTO DEVELOPMENT CODE, TITLE 17 DECEMBER 2022 2-49 A specific plan shall be prepared in compliance with Government Code Sections 65450 et seq. and shall include detailed conditions, programs, and regulations that address specific site constraints and opportunities, including buffering, traffic, noise, and other land use compatibility impacts. Allowed densities and uses are based on the underlying General Plan designation per parcel or, in the absence of a designation, the densities and uses identified in the Specific Plan. The SP zone is consistent with the Specific Plan land use designation of the General Plan.
E. Water Source (W) Zone. The W zone recognizes the natural waterways in San Jacinto.
No development potential is allowed within the Water Source zone except for Governmental Agencies.
17.230.020 — Special Purpose Zone Land Uses and Permit Requirements A. Allowed land uses.
1. Table 2-2 indicates the uses allowed within each special purpose zone and the planning permit required to establish each use, in compliance with Article 6 (Planning Permit Procedures).
2. Recreational uses, open space uses, and public facility uses and accessory support uses represent the principal allowed uses, and only those additional uses that are complementary to, and can exist in harmony with, the character of each zone may be allowed as accessory, conditionally permitted, and/or temporary uses.
B. Prohibited land uses. Any table cell with a “---” means that the listed land use is expressly prohibited in that specific zone.
C. Land uses not listed. For land uses not listed in Table 2-2, the provisions of Chapter
17.105 (Interpretation) shall apply. (Ord. 21-02, Adopted April 20, 2021) D. Site Plan and Design Review required. All construction activities (e.g., additions, alterations, construction, reconstruction, or remodeling) shall require Site Plan, Design Review, and Water Efficient Landscape and Irrigation approval in compliance with Chapter 17.630 (Site Plan and Design Review) and Chapter 17.325 (Water Efficient Landscape and Irrigation). (ord. 16-01, adopted April 5, 2016) E. Applicable Regulations. Where the last column in the tables ("Specific Use Regulations") includes a Section number, the regulations in the referenced section apply to the use; however, provisions in other Sections of this Development Code may also apply.
3.A.7.b
Packet Pg. 218 Attachment: Exhibit A for Ord. 23-08 (Title 17 Development Code) (Second Reading/Adoption of Ordinance No. 23-08 for Development Code SPECIAL PURPOSE ZONES 17.230
SAN JACINTO DEVELOPMENT CODE, TITLE 17 DECEMBER 2022 2-50
17.230.030 — Special Purpose Zone Development Standards New land uses and structures, and alterations to existing uses or structures shall be designed, constructed, and/or established in compliance with the requirements in Table 2-8 (Development Standards for Special Purpose Zones), in addition to the general development standards and guidelines (e.g., landscaping, parking and loading, etc.) in Article 3 (Site Planning and Development Standards), Article 4 (Standards for Specific Land Uses (e.g., accessory structures, etc.), and Chapter 17.325 (Water Efficient Landscape and Irrigation). (ord. 16-01, adopted April 5, 2016)
Table 2-10
Development Standards for Special Purpose Zones
Development Feature OSG OSR PI
Minimum Parcel Area N/A N/A N/A
Maximum Floor Area Ratio (FAR) .10 .15 .50
Maximum Density
Minimum and maximum number of dwelling units allowed per net acre. See “Area, Net” in Article 8 (Definitions).
1 dwelling unit per
40 net acres
N/A N/A
Setbacks
The minimum front, side and rear setbacks required shall be equal to those required in the most restrictive abutting zone. The review authority may modify the setbacks when it is found to be necessary to maintain the purpose of the zone.
Review Appendix 1 of the Landscape Design Guidelines for possible greater setback requirements on certain streets.
Maximum Height
The maximum height of a structure shall be equal to that required in the most restrictive abutting zone. The review authority may allow higher structures when it is found to be necessary to maintain the purpose of the zone.
Accessory Structures See Chapter 17.405 (Accessory Structures and Uses).
Fences and Walls See Chapter 17.315 (Fences, Walls, and Hedges).
Landscaping See Chapter 17.325 (Landscaping Standards).
Parking See Chapter 17.330 (Off-Street Parking and Loading Standards).
Satellite Antenna See Section 17.430.290 (Satellite/Dish Antennas and Amateur Radio Facilities).
Signs See Chapter 17.335 (Sign Standards).
(Ord 19-22, Adopted December 17, 2019, Ord. 21-02, Adopted April 20, 2021)
3.A.7.b
Packet Pg. 219 Attachment: Exhibit A for Ord. 23-08 (Title 17 Development Code) (Second Reading/Adoption of Ordinance No. 23-08 for Development Code COMBINING/OVERLAY ZONES 17.235
SAN JACINTO DEVELOPMENT CODE, TITLE 17 DECEMBER 2022 2-51 Chapter 17.235 — Combining/Overlay Zones
Sections:
17.235.010 — Purposes of the Combining/Overlay Zones
17.235.020 — Applicability of Combining/Overlay Zone Provisions
17.235.030 — Residential Agricultural Accessory Business (-RAAB) Combining/Overlay Zone
17.235.040 — 6th Cycle Housing Element Overlay Zone (-6HE)
17.235.010 — Purposes of the Combining/Overlay Zones
This Chapter provides regulations for development and new land uses in the combining/overlay zones established by Section 17.20.020 (Zones Established). The combining/overlay zones are intended to provide guidance for development and new land uses in addition to the standards and regulations of the primary zones, where important site, neighborhood, economic development, or compatibility issues require particular attention in project planning.
17.235.020 — Applicability of Combining/Overlay Zone Provisions A. Mapping of combining/overlay zones. The symbols for combining/overlay zones in Section 17.200.020 (Zones Established) shall be used on the Zoning Map to indicate the applicability of combining/overlay zones to specific sites. Each combining/overlay symbol shall be appended as a suffix to the symbol for the primary zone on the Zoning Map. For example, RL-6HE represents an 6th Cycle Housing Element Overlay Zone in the Residential Low Density Zone.
B. Allowed land uses. A land use normally allowed in the primary zone shall be allowed within a combining/overlay zone subject to any additional requirements of the combining/overlay zone, unless otherwise provided in a specific combining/overlay zone.
C. Permit requirements. Development and new land uses within a combining/overlay zone shall obtain the planning permits required for the primary zone, unless otherwise provided in a specific combining/overlay zone.
D. Development standards. Development and new land uses within a combining/overlay zone shall comply with all applicable requirements of the primary zone, unless otherwise provided in a specific combining/overlay zone.
3.A.7.b
Packet Pg. 220 Attachment: Exhibit A for Ord. 23-08 (Title 17 Development Code) (Second Reading/Adoption of Ordinance No. 23-08 for Development Code COMBINING/OVERLAY ZONES 17.235
SAN JACINTO DEVELOPMENT CODE, TITLE 17 DECEMBER 2022 2-52 E. Conflict between standards and regulations. In the event of a conflict between the provisions of this Section and any other provision of this Development Code, this Section shall control.
17.235.030 — Residential Agricultural Accessory Business (-RAAB) Combining/Overlay Zone
A. Purpose. The -RAAB combining/overlay zone is applied to various areas of the City that have both low-density residential uses and low-intensity nonresidential uses. The intent is to establish standards that allow the continued and expanded use and operation of the low-intensity nonresidential uses and that will ensure the compatibility of these uses with low-density residential uses. The -RAAB combining/overlay zone is consistent with the Rural Residential and Low Density Residential land use designation in the General Plan.
B. Applicability. The -RAAB overlay may be applied only to properties in the RR (Rural Residential) and RL (Low-Density Residential) zones.
C. Allowed uses. In addition to the uses allowed in the RR (Rural Residential) and RL (Low-Density Residential) zones in compliance with Table 2-2 (Allowed Uses and Permit Requirements in Residential Zones), cottage businesses shall also be allowed within the -RAAB combining/overlay zone.
D. Development standards. All cottage business shall be located, developed, and operated in compliance with Section 17.430.140 (Cottage Businesses).
17.235.040 — 6
th Cycle Housing Element (-6HE) Combining/Overlay Zone
A. Purpose. The 6th Cycle Housing Element Overlay Zone (-6HE) is established to assist in implementation of the requirements of the 2021-2029 Housing Element (6th Cycle). It is intended that the -6HE Overlay Zone is to be applied to properties identified in the adopted 2021-2029 Housing Element as potential lots to accommodate a portion of the City’s unmet lower-income Regional Housing Needs (RHNA) to ensure that appropriate analysis and disclosure of the 6th Cycle Housing Element is maintained. B.Applicability.
The provisions of this Section shall apply to all activities (e.g., additions, alterations, new construction, reconstruction, redevelopment, remodeling, site modification, etc.) within the –6HE combining/overlay zone that require approval of a Site Plan and Design Review in compliance with Chapter 17.630 (Site Plan and Design Review) and Water Efficient Landscape and Irrigation approval per Chapter 17.325 –Water Efficient Landscape and Irrigation. If there is a perceived conflict between the provisions of this Section and those of the underlying zone, the provisions of this Section shall prevail.
C. Allowed uses. The uses allowed within the -6HE combining/overlay zone shall be the same as those of the underlying zone, unless modified by this Section.
3.A.7.b
Packet Pg. 221 Attachment: Exhibit A for Ord. 23-08 (Title 17 Development Code) (Second Reading/Adoption of Ordinance No. 23-08 for Development Code COMBINING/OVERLAY ZONES 17.235
SAN JACINTO DEVELOPMENT CODE, TITLE 17 DECEMBER 2022 2-53 D. Development and use standards of base zone not affected. The -6HE Overlay Zone does not change the use and development standards of the underlying base zone.
E. Additional requirements for residential development. The following regulations shall apply to the use of a lot designated with the –6HE combining/overlay zone when the proposed development includes a residential component:
1. The minimum residential density shall be 20 dwelling units per net acre.
2. Residential uses shall occupy at least 50 percent of the total gross floor area of a mixed-use development.
3. For developments in which 20 percent or more of the units are affordable to lower income households (income and affordability levels set forth in Sections 50079.5, 50093, and 50105 of the Health and Safety Code shall apply), owner-occupied and rental multifamily uses shall be permitted.
4. An applicant for a project pursuant to this Section may apply for a density bonus in accordance with Government Code Section 65915.
F. Change of Zone. A property owner may petition for a Change of Zone to remove the - 6HE overlay designation; however, such application would require replacement consistent with the 6th Cycle Housing Element program and applicable state law.
3.A.7.b
Packet Pg. 222 Attachment: Exhibit A for Ord. 23-08 (Title 17 Development Code) (Second Reading/Adoption of Ordinance No. 23-08 for Development Code
COMBINING/OVERLAY
ZONES 17.235
SAN JACINTO DEVELOPMENT CODE,TITLE 17DECEMBER 20222-54
3.A.7.b
Packet Pg. 223 Attachment: Exhibit A for Ord. 23-08 (Title 17 Development Code) (Second Reading/Adoption of Ordinance No. 23-08 for Development Code ARTICLE 3 SITE PLANNING AND DEVELOPMENT STANDARDS
SAN JACINTO DEVELOPMENT CODE, TITLE 17 DECEMBER 2022 3-1 Article 3
Site Planning and Development Standards
Table of Contents
Page
Chapter 17.300 — Performance Standards.........................................................................................3-7
17.300.010 — Purpose ....................................................................................................................3-7
17.300.020 — Applicability............................................................................................................3-7
17.300.030 — Air Quality...............................................................................................................3-7
17.300.040 — Electrical Disturbances...........................................................................................3-9
17.300.050 — Fire Hazards ............................................................................................................3-9
17.300.055 — Grading and Treatment and Disposition Agreement (TDA)...........................3-9
17.300.060 — Noise.........................................................................................................................3-9
17.300.070 — Odor........................................................................................................................3-10
17.300.080 — Outdoor Light and Glare.....................................................................................3-10
17.300.090 — Property Maintenance..........................................................................................3-11
17.300.100 — Vibration ................................................................................................................3-11
17.300.110 — Waste Disposal......................................................................................................3-12
17.300.120 — Water Quality........................................................................................................3-12 Chapter 17.305 — Development and Use Standards .....................................................................3-13
17.305.010 — Purpose ..................................................................................................................3-13
17.305.020 — Applicability..........................................................................................................3-13
17.305.030 — Lots .........................................................................................................................3-13
17.305.040 — Agriculture Preservation (Right-to-Farm) ........................................................3-15
17.305.050 — Floodplain Management......................................................................................3-16
17.305.060 — Height Measurement and Height Limit Exceptions........................................3-16
17.305.070 — Hillside Development..........................................................................................3-18
17.305.080 — Metal Buildings and Structures ..........................................................................3-18
17.305.090 — Reserved.................................................................................................................3-19
17.305.100 — Reserved.................................................................................................................3-19
17.305.110 — Screening and Buffering ......................................................................................3-19
17.305.120 — Setback Regulations and Exceptions..................................................................3-22
17.305.130 — Solid Waste/Recyclable Materials Storage ........................................................3-27
17.305.140 — Surface Mining and Reclamation .......................................................................3-29
17.305.150 — Traffic Visibility Area...........................................................................................3-29
3.A.7.b
Packet Pg. 224 Attachment: Exhibit A for Ord. 23-08 (Title 17 Development Code) (Second Reading/Adoption of Ordinance No. 23-08 for Development Code SITE PLANNING AND DEVELOPMENT STANDARDS ARTICLE 3
3-2 DECEMBER 2022 SAN JACINTO DEVELOPMENT CODE, TITLE 17
17.305.160 — Undergrounding of Utilities ...............................................................................3-33 Chapter 17.310 — Affordable Housing – Density Bonuses .........................................................3-36
17.310.010 — Purpose ..................................................................................................................3-36
17.310.020 — Applicability..........................................................................................................3-36
17.310.030 — Eligible Projects for Density Bonus ....................................................................3-36
17.310.040 — Concessions or Incentives....................................................................................3-38
17.310.050 — Waivers or Reductions.........................................................................................3-40
17.310.060 — Application Filing, Processing, and Approval .................................................3-40
17.310.070 — Findings for Approval of Density Bonus ..........................................................3-41 Chapter 17.315 — Fences, Walls, and Hedges.................................................................................3-44
17.315.010 — Applicability..........................................................................................................3-44
17.315.020 — Location, Height, and Type Standards ..............................................................3-44
17.315.030 — Modifications to Location and Height Standards............................................3-47
17.315.040 — Measurement of Height.......................................................................................3-48
17.315.050 — Retaining Walls .....................................................................................................3-49
17.315.060 — Standards for Specific Types of Fences and Walls...........................................3-50
17.315.070 — Materials and Construction.................................................................................3-50
17.315.075 — Modifications to Existing Walls and Fences .....................................................3-53
17.315.080 — Permit and Review Procedures ..........................................................................3-54 Chapter 17.325 — Water Efficient Landscape and Irrigation.......................................................3-55
17.325.010 — Findings..................................................................................................................3-55
17.325.020 — Purpose ..................................................................................................................3-56
17.325.030 — Applicability..........................................................................................................3-58
17.325.040 — Exemptions from Landscaping Requirements .................................................3-58
17.325.050 — Definitions .............................................................................................................3-59
17.325.060 — Landscape and Irrigation Submittal Package Requirements .........................3-67
17.325.070 — Certificate of Completion ....................................................................................3-83
17.325.080 — Irrigation Scheduling ...........................................................................................3-84
17.325.090 — Landscape and Irrigation Maintenance Schedule............................................3-85
17.325.100 — Irrigation Audit, Irrigation Survey, and Irrigation Water Use Analysis ......3-86
17.325.110 — Recycled Water .....................................................................................................3-87
17.325.120 — Graywater Systems...............................................................................................3-87
17.325.130 — Stormwater Management and Rainwater Retention.......................................3-87
17.325.140 — Water Waste Prevention......................................................................................3-88
17.325.150 — Maintenance ..........................................................................................................3-89
17.325.160 — Public Education...................................................................................................3-89
17.325.170 — Protection of Solar Access....................................................................................3-90
17.325.180 – Prescriptive Compliance Option ..........................................................................3-90 Chapter 17.330 — Off-Street Parking and Loading Standards....................................................3-93
17.330.010 — Purpose ..................................................................................................................3-93
17.330.020 — Applicability..........................................................................................................3-93
17.330.030 — General Parking Provisions.................................................................................3-94
17.330.040 — Limitations on Parking/Storage of Vehicles......................................................3-94
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Packet Pg. 225 Attachment: Exhibit A for Ord. 23-08 (Title 17 Development Code) (Second Reading/Adoption of Ordinance No. 23-08 for Development Code ARTICLE 3 SITE PLANNING AND DEVELOPMENT STANDARDS
SAN JACINTO DEVELOPMENT CODE, TITLE 17 DECEMBER 2022 3-3
17.330.050 — Number of Parking Spaces Required.................................................................3-97
17.330.060 — Adjustments to Parking Requirements............................................................3-108
17.330.070 — Disabled/Handicapped Parking Requirements..............................................3-111
17.330.080 — Parking Design and Development Standards ................................................3-112
17.330.090 — Landscaping Standards for Parking Areas .....................................................3-119
17.330.100 — Paving Limitations for Driveways for Single-Family Dwellings.................3-121
17.330.110 — Bicycle Parking....................................................................................................3-123
17.330.120 — Off-Street Loading Design and Development Standards .............................3-125 Chapter 17.335 — Sign Regulations................................................................................................3-128
17.335.010 — Purpose ................................................................................................................3-128
17.335.020 — Applicability........................................................................................................3-129
17.335.030 — General Provisions..............................................................................................3-130
17.335.040 — Definitions ...........................................................................................................3-131
17.335.050 — Prohibited Signs..................................................................................................3-146
17.335.060 — Standards for All Types of Signs ......................................................................3-147
17.335.070 — Standards for Permanent Signs ........................................................................3-153
17.335.080 — Standards for Specific Types of Permanent Signs..........................................3-156
17.335.090 — Standards for Signs for Specific Uses...............................................................3-164
17.335.100 — Standards for Temporary Signs........................................................................3-168
17.335.110 — Guidelines for Signs in Downtown Area ........................................................3-169
17.335.120 — Procedures for Sign Permits, Exemptions, and Revocations........................3-169
17.335.130 — Comprehensive Sign Program..........................................................................3-175
17.335.140 — Maintenance ........................................................................................................3-178
17.335.150 — Enforcement ........................................................................................................3-180
17.335.160 — Nonconforming Signs ........................................................................................3-180
17.335.170 — Abandoned Signs................................................................................................3-181
17.335.180 — Illegal Signs..........................................................................................................3-182 Chapter 17.350 — Transportation Demand Management..........................................................3-183
17.350.010 — Purpose ................................................................................................................3-183
17.350.020 — Applicability........................................................................................................3-183
17.350.030 — Trip Reduction Standards and Plans ...............................................................3-184
17.350.040 — Trip Reduction Facilities and Methods ...........................................................3-184
17.350.050 — Enforcement ........................................................................................................3-187
17.350.060 — Compliance with AQMD Regulation XV........................................................3-187
17.350.070 — Voluntary Plans and Programs.........................................................................3-188
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Packet Pg. 226 Attachment: Exhibit A for Ord. 23-08 (Title 17 Development Code) (Second Reading/Adoption of Ordinance No. 23-08 for Development Code SITE PLANNING AND DEVELOPMENT STANDARDS ARTICLE 3
3-4 DECEMBER 2022 SAN JACINTO DEVELOPMENT CODE, TITLE 17 List of Tables
Page
Table 3-1 Significant Pollution Sources and Sensitive Land Use Types ..................................3-8 Table 3-2 Maximum Allowed Projections into Setback Areas ................................................3-26 Table 3-3 Summary of State-Mandated Density Bonus Requirements..................................3-37 Table 3-4 Standards for Fences, Walls, and Hedges .................................................................3-45 Table 3-5 Parking Requirements by Land Use ..........................................................................3-98 Table 3-6 Parking Reductions for Large Projects ....................................................................3-111 Table 3-7 Maximum Distances For Off-Site Parking For Nonresidential Uses ..................3-113 Table 3-8 Parking Space Dimensions........................................................................................3-117 Table 3-9 Parking Area Dimensions .........................................................................................3-117 Table 3-10 Required Loading Spaces ..........................................................................................3-126 Table 3-11 Signs Allowed in Residential Zones ........................................................................3-153 Table 3-12 Signs Allowed in Commercial, Office, Institutional, and Industrial Zones .......3-155 Table 3-13 Number of Employees Generated by Land Uses...................................................3-183 List of Figures
Page
Figure 3-1 Outdoor Light and Glare.............................................................................................3-11 Figure 3-2 Height Measurement ...................................................................................................3-16 Figure 3-3 Reserved................................................................................................................................
Figure 3-4 Screening and Buffering between Different Land Uses and Zones ......................3-21 Figure 3-5 Screening of Roof-Mounted Equipment....................................................................3-21 Figure 3-6 Rear Setback Areas on Irregularly-Shaped Parcels .................................................3-25 Figure 3-7 Allowed Projections into Setback Area .....................................................................3-27 Figure 3-8 Solid Waste Enclosure..................................................................................................3-29 Figure 3-9 Traffic Visibility Area for Street-to-Street Intersections..........................................3-31 Figure 3-10 Traffic Visibility Area for Street-to-Driveway Intersections ..................................3-32 Figure 3-11 Types of Fencing...........................................................................................................3-48 Figure 3-12 Fence, Wall, and Hedge Location and Height..........................................................3-49 Figure 3-13 Maximum Height of Combined Fence and Retaining Wall...................................3-50 Figure 3-14 Stepped Retaining Walls .............................................................................................3-51 Figure 3-15 Allowable Recreational Vehicle Storage Area..........................................................3-96 Figure 3-16 Downtown Area Subject to Reduced Parking Requirements ..............................3-107 Figure 3-17 Parking Area Layout..................................................................................................3-115 Figure 3-18 Interior Parking Lot Landscaping............................................................................3-117 Figure 3-19 Line of Sight Study.....................................................................................................3-121 Figure 3-20 Awning Sign................................................................................................................3-127 Figure 3-21 Canopy Sign ................................................................................................................3-128 Figure 3-22 Changeable Copy Signs .............................................................................................3-129 Figure 3-23 Directional Sign...........................................................................................................3-130 Figure 3-24 Double-Faced Sign......................................................................................................3-131
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Packet Pg. 227 Attachment: Exhibit A for Ord. 23-08 (Title 17 Development Code) (Second Reading/Adoption of Ordinance No. 23-08 for Development Code ARTICLE 3 SITE PLANNING AND DEVELOPMENT STANDARDS
SAN JACINTO DEVELOPMENT CODE, TITLE 17 DECEMBER 2022 3-5 Figure 3-25 Types of Freestanding Signs .....................................................................................3-132 Figure 3-26 Frontages......................................................................................................................3-133 Figure 3-27 Projecting Sign ............................................................................................................3-135 Figure 3-28 Sign Projection ............................................................................................................3-136 Figure 3-29 Electrical Raceway with Channel Letter..................................................................3-136 Figure 3-30 Temporary Signs.........................................................................................................3-138 Figure 3-31 Wall Sign......................................................................................................................3-140 Figure 3-32 Sign Area Measurement ...........................................................................................3-144 Figure 3-33 Calculation of Freestanding Sign Area....................................................................3-145 Figure 3-34 Sign Area Measurement for Three-Dimensional Objects .....................................3-146 Figure 3-35 Example of Sign Types...............................................................................................3-149 Figure 3-36 Height of Awning.......................................................................................................3-152 Figure 3-37 Pylon Sign Proportions..............................................................................................3-154 Figure 3-38 Monument Sign Proportions.....................................................................................3-154 Figure 3-39 Appropriate Wall Sign Location...............................................................................3-157 Figure 3-40 Required Separation of Wall Signs ..........................................................................3-157 Figure 3-41 Wall Sign Location on Building Frontage ...............................................................3-158 Figure 3-42 Real Estate Sign...........................................................................................................3-169
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Packet Pg. 228 Attachment: Exhibit A for Ord. 23-08 (Title 17 Development Code) (Second Reading/Adoption of Ordinance No. 23-08 for Development Code SITE PLANNING AND DEVELOPMENT STANDARDS ARTICLE 3
3-6 DECEMBER 2022 SAN JACINTO DEVELOPMENT CODE, TITLE 17 – This page intentionally left blank –
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Packet Pg. 229 Attachment: Exhibit A for Ord. 23-08 (Title 17 Development Code) (Second Reading/Adoption of Ordinance No. 23-08 for Development Code PERFORMANCE STANDARDS 17.300
SAN JACINTO DEVELOPMENT CODE, TITLE 17 DECEMBER 2022 3-7 Chapter 17.300 — Performance Standards
Sections:
17.300.010 — Purpose
17.300.020 — Applicability
17.300.030 — Air Quality
17.300.040 — Electrical Disturbances
17.300.050 — Fire Hazards
17.300.055 – Grading and Treatment and Disposition Agreement (TDA)
17.300.060 — Noise
17.300.070 — Odor
17.300.080 — Outdoor Light and Glare
17.300.090 — Property Maintenance
17.300.100 — Vibration
17.300.110 — Waste Disposal
17.300.120 — Water Quality
17.300.010 — Purpose
The purpose of this Chapter is to establish uniform performance standards for development within the City that promote compatibility with surrounding areas and land uses.
17.300.020 — Applicability
The provisions of this Chapter apply to all new and existing uses in all zones. Uses of the land that existed on the effective date of this Chapter shall not be altered or modified so as to conflict with, or further conflict with, these standards. If requested by the Director or the review authority, applicants shall provide evidence to the Director that the proposed development is in compliance with the standards in this Chapter and other applicable standards in this Development Code before the issuance of a Building Permit or Business License.
17.300.030 — Air Quality
A. Discharge prohibited. The operation of any structure or use shall not directly or indirectly discharge air contaminants (e.g., carbon, dust, fumes, gases, mist, noxious acids, odors, particulate matter, smoke, soot, sulfur compounds, etc.) into the atmosphere that exceed any local, State, or Federal air quality standards or that might be obnoxious or offensive to anyone residing or conducting business either on-site or abutting the site.
B. Compliance with rules and regulations. Stationary sources of air pollution shall comply with the requirements of the most recent Air Quality Management Plan and any rules identified by the California Environmental Protection Agency (EPA), the California Air
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Packet Pg. 230 Attachment: Exhibit A for Ord. 23-08 (Title 17 Development Code) (Second Reading/Adoption of Ordinance No. 23-08 for Development Code
17.300 PERFORMANCE STANDARDS
3-8 DECEMBER 2012 SAN JACINTO DEVELOPMENT CODE, TITLE 17 Resources Board (ARB), and the South Coast Air Quality Management District (SCAQMD).
C. SCAQMD permit filing requirements. If requested by the Director, operators of uses, activities, or processes that require SCAQMD approval to operate shall file a copy of the permit with the Department within 30 days of approval by the SCAQMD.
D. Sensitive Land Uses. The proximity of proposed sensitive land uses to significant air pollution sources shall be considered in the siting of a new sensitive land use. When a sensitive land use is proposed within 500 feet of an existing or planned significant air pollution source, a Health Risk Assessment shall be prepared by a qualified consultant, as determined by the Director to assess the adverse health effects caused by exposure to toxic air pollutants. For the purposes of this Section, sensitive land uses and significant air pollution sources are listed in Table 3-1 or as determined by the Director.
E. Other performance standards. Other land use-based air quality-specific performance standards that a review authority may impose include the following:
1. Placing a process vent away from the direction of the local playground that is nearby or increasing the stack height so that emissions are dispersed to reduce the emissions impact on surrounding homes or schools.
2. Limiting the hours of operation of a facility to avoid excess emissions exposure or foul odors to nearby individuals.
3. Requiring fleet operators to use cleaner vehicles before project approval (if a new business), or when expanding the fleet (if an existing business); and
4. Providing alternate routes for truck operations that discourage detours into residential neighborhoods.
Table 3-1
Significant Pollution Sources and Sensitive Land Use Types Significant Air
Pollution
Sources
Freeways,
Highways,
Limited Access
Highways
Distribution
Centers
(Warehouses,
Logistics)
Dry Cleaners Using
Perchloethylene
Gasoline
Dispensing
Facilities
(Service
Stations)
Sensitive Land
Use
Residential
Communities
Schools, Day Care
Centers
Hospitals, Nursing
Homes
Parks,
Playgrounds
3.A.7.b
Packet Pg. 231 Attachment: Exhibit A for Ord. 23-08 (Title 17 Development Code) (Second Reading/Adoption of Ordinance No. 23-08 for Development Code PERFORMANCE STANDARDS 17.300
SAN JACINTO DEVELOPMENT CODE, TITLE 17 DECEMBER 2022 3-9 F. Dust control measures. See Section 17.520.040 (Soil Conservation) for provisions related to dust control.
17.300.040 — Electrical Disturbances
Uses, activities, and processes shall be conducted so as not to produce electric or magnetic fields that adversely affect public health, safety, and welfare including interference with normal radio, telephone, or television reception from off the premises where the activity is conducted, except for amateur radio operations that comply with Federal Communication Commission regulations. Existing or proposed uses that generate electrical disturbances that may be considered hazardous or a nuisance shall be shielded, contained, or modified to prevent any disturbances. Operators of these uses shall comply with all applicable Federal Communications Commission regulations. For regulations of wireless telecommunication facilities, see Section Chapter 17.430.370 (Wireless Telecommunication Facilities).
17.300.050 — Fire Hazards
A. Structural fire hazards. The use, handling, storage, and transportation of combustibles and explosives shall comply with the California Fire Code and California Code of Regulations, Title 19 (Public Safety).
B. Wildland fire hazards. A fire management plan shall be prepared for all development located in or adjacent to wildfire prone areas (i.e., naturally vegetated hillsides). The fire management plan shall be subject to the review and approval of the Fire Chief. The Fire Chief may require fire protection measures (e.g., landscape or open space buffers), maintenance programs for weed and vegetation abatement, installation of fire resistant plants, and the use of noncombustible building materials, including roofing.
17.300.055 — Grading and Treatment and Disposition Agreement (TDA) For projects that involve ground disturbing activities on native soil, prior to the issuance of a grading permit, the developer shall enter a Treatment and Disposition Agreement (TDA), or alternative approved by the City and Soboba, with the Soboba Band of Luiseño Indians to address treatment and disposition of archaeological/cultural resources and human remains associated with Soboba Band of Luiseño Indians that may be uncovered or otherwise discovered during construction of the project. The TDA may establish provisions for tribal monitors. Following execution of the TDA by the developer and Soboba Band of Luiseño Indians, the TDA will be incorporated by reference into the grading permit
17.300.060 — Noise
Noise emanating from any site or use shall comply with the noise standards contained in Municipal Code Chapter 8.40 (Noise) and in the Noise Element of the General Plan.
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Packet Pg. 232 Attachment: Exhibit A for Ord. 23-08 (Title 17 Development Code) (Second Reading/Adoption of Ordinance No. 23-08 for Development Code
17.300 PERFORMANCE STANDARDS
3-10 DECEMBER 2012 SAN JACINTO DEVELOPMENT CODE, TITLE 17
17.300.070 — Odor
Sources of odorous emissions shall comply with the rules and regulations of the South Coast Air Quality Management District (SCAQMD) and the California Health and Safety Code.
Noxious odorous emissions in a matter or quantity that is detrimental to or that endangers the public health, safety, comfort, or welfare is declared to be a public nuisance and unlawful, and shall be modified to prevent further emissions release, except for agricultural operations that are in compliance with Section 17.305.040 (Agricultural Preservation – Right to Farm).
17.300.080 — Outdoor Light and Glare
Light or glare from exterior lights, mechanical or chemical processes, or from reflective materials used or stored on a site shall be shielded or modified to prevent emission of light or glare beyond the property line, or upward into the sky. See Figure 3-1 (Outdoor Light and Glare).
A. Exterior lights shall be located so as to eliminate spillover illumination or glare onto adjoining properties and to prohibit any interference with the normal operation or enjoyment of adjacent property.
B. Exterior lights shall be made up of a light source, reflector, and shielding devices so that, acting together, the light beam is controlled and not directed across a property line or upward into the sky. Bare bulbs shall not be allowed.
C. Lighting fixtures used to illuminate an outdoor advertising display shall be mounted on the top of the advertising structure and be directed downward.
D. Exterior light fixtures existing and legally installed prior to the effective date of this Development Code are exempt from the requirements of this Section. When existing luminaries are reconstructed or replaced, the reconstruction or replacement shall comply with this Section.
E. Lights used for temporary holiday decorations are exempt from the requirements of this Section.
F. Portable temporary lighting used by law enforcement or emergency services personnel to protect life or property, are exempt from the requirements of this Section.
G. For lighting standards for parking areas, see Section 17.330.080 (Parking Design and Development Standards).
3.A.7.b
Packet Pg. 233 Attachment: Exhibit A for Ord. 23-08 (Title 17 Development Code) (Second Reading/Adoption of Ordinance No. 23-08 for Development Code PERFORMANCE STANDARDS 17.300
SAN JACINTO DEVELOPMENT CODE, TITLE 17 DECEMBER 2022 3-11 Figure 3-1
Outdoor Light and Glare
17.300.090 — Property Maintenance
Properties shall be properly maintained in compliance with the following provisions:
A. Municipal Code Chapter 8.44 (Nuisances);
B. Municipal Code Chapter 8.60 (Abandoned Residential Property Registration); and C. Municipal Code Section 9.12.060 (Graffiti abatement-A condition to issuance of city permits and approval).
D. Municipal Code Section 17.325 (Water Efficient Landscape and Irrigation). (ord. 16-01, adopted April 5, 2016)
17.300.100 — Vibration
Uses, activities, and processes that generate vibrations that may be considered a nuisance or hazard on any adjacent property shall be cushioned or isolated to prevent generation of vibrations. Uses shall be operated in compliance with the following provisions:
A. Uses shall not generate ground vibration that is perceptible without instruments by the average person at any point along or beyond the property line of the parcel containing the activities;
B. Uses shall not generate vibrations that cause discomfort or annoyance to reasonable persons of normal sensitivity or which endangers the comfort, repose, health or peace of residents whose property abuts the property lines of the parcel; C. Uses shall not generate ground vibration that interferes with the operations of equipment and facilities on adjoining parcels; and
D. Vibrations from temporary construction/demolition equipment and vehicles that leave the subject parcel (e.g., trucks, trains, etc.) are exempt from the provisions of this Section.
3.A.7.b
Packet Pg. 234 Attachment: Exhibit A for Ord. 23-08 (Title 17 Development Code) (Second Reading/Adoption of Ordinance No. 23-08 for Development Code
17.300 PERFORMANCE STANDARDS
3-12 DECEMBER 2012 SAN JACINTO DEVELOPMENT CODE, TITLE 17
17.300.110 — Waste Disposal
An applicant for a proposed nonresidential project that will involve the generation, use, transportation, or storage of hazardous substances shall comply with the requirements of the County of Riverside Department of Environmental Health, which enforces the provisions of the Hazardous Waste Control Law (Health and Safety Code Section 25100 et seq.). The City’s land use permit application for the project shall include detailed information on hazardous waste reduction, recycling, transportation, and storage, and a plan for emergency response to a release or threatened release of a hazardous material.
17.300.120 — Water Quality
No liquids of any kind shall be discharged into a public or private sewage or drainage system, watercourse, body of water, or into the ground, except in compliance with the following:
A. The Porter-Cologne Water Quality Control Act (Water Code Section 13000 et seq.); B. Applicable regulations of the California Regional Water Quality Control Board (RWQCB) [California Code of Regulations, Title 23 (Waters), Division 3 (State Water Resources Control Board and Regional Water Quality Control Boards]; and C. Municipal Code Chapter 13.44 (Storm Water Management).
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Packet Pg. 235 Attachment: Exhibit A for Ord. 23-08 (Title 17 Development Code) (Second Reading/Adoption of Ordinance No. 23-08 for Development Code DEVELOPMENT AND USE STANDARDS 17.305
SAN JACINTO DEVELOPMENT CODE, TITLE 17 DECEMBER 2022 3-13 Chapter 17.305 — Development and Use Standards
Sections:
17.305.010 — Purpose
17.305.020 — Applicability
17.305.030 — Lots
17.305.040 — Agriculture Preservation (Right-to-Farm)
17.305.050 — Floodplain Management
17.305.060 — Height Measurement and Height Limit Exceptions
17.305.070 — Hillside Development
17.305.080 — Metal Buildings and Structures
17.305.110 — Screening and Buffering
17.305.120 — Setback Regulations and Exceptions
17.305.130 — Solid Waste/Recyclable Materials Storage
17.305.140 — Surface Mining and Reclamation
17.305.150 — Traffic Visibility Area
17.305.160 — Undergrounding of Utilities
17.305.010 — Purpose
The purpose of this Chapter is to ensure that all development produces an environment of stable and desirable character that is harmonious with existing and future development, and protects the use and enjoyment of neighboring properties, consistent with the General Plan.
17.305.020 — Applicability
The standards of this Chapter apply to all zones. These standards shall be considered in combination with the standards for each zone in Article 2 (Zones, Allowable Land Uses, and Zone-Specific Standards), in Article 4 (Standards for Specific Land Uses), and in Chapter 17.325 (Water Efficient Landscape and Irrigation). In the event of a conflict, the standards specific to the zone or the specific land use shall override these general standards. (ord. 16-01, adopted April 5, 2016)
All structures, additions to structures, and uses shall conform to the standards of this Chapter as determined to be applicable by the Director, except as identified in Chapter 17.705 (Nonconforming Parcels, Structures, and Uses).
17.305.030 — Lots
The following are general requirements applicable to all land uses.
A. Access to streets. Every structure shall be constructed upon or moved to a legally recorded parcel with a permanent means of access to a public street or road, or a private
3.A.7.b
Packet Pg. 236 Attachment: Exhibit A for Ord. 23-08 (Title 17 Development Code) (Second Reading/Adoption of Ordinance No. 23-08 for Development Code
17.305 DEVELOPMENT AND USE STANDARDS
3-14 DECEMBER 2012 SAN JACINTO DEVELOPMENT CODE, TITLE 17 street or road, conforming to City standards. All structures shall be located to provide safe and convenient access for servicing, fire protection, and required off-street parking.
Parcels, which are located on a private street or road and were legally established before the effective date of this Development Code, are exempt from the required compliance with the latest adopted City standards for private streets or roads.
B. Access to structures. Structures or features shall not be located in a way that prevents complete pedestrian access at all times to and around a primary structure. Gates or other similar openings at least two and one-half feet in width shall be considered as providing suitable pedestrian access.
C. Driveways. Driveways providing site access shall be from an improved street, alley, public right-of-way, or private right-of-way and shall be designed, constructed, and maintained in compliance with the City’s standard specifications.
D. Lot suitability for purpose. Any subdivision shall result in the creation of lots which can be used or built upon. No subdivision shall create lots for building purposes which are impractical for improvement or use due to steepness of terrain, location of watercourses, size, shape or other physical conditions. Lots not intended for development, such as open space lot, or common access areas, shall be designated on subdivision maps as lettered lots. Buildable parcels shall be designated as numbered lots.
E. Lot size. The minimum area and dimensions of all lots shall conform with the requirements of this Development Code, Title 17 of the Municipal Code.
F. Lot configuration. The configuration of all lots shall conform with the requirements of Subdivision Code, Title 16 of the Municipal Code.
G. Lot lines. Lot lines shall be located so as to facilitate the best utilization of existing and potential building sites. Normally, the side lines of lots shall be straight and approximately at right angles to the street, or approximately radial if the street is curved.
H. Lot Depth. The horizontal distance between the front and rear lot lines, measured from the midpoint of the front lot line to the midpoint of the rear lot line.
I. Lot Width. The horizontal distance between the side lot lines, measured at right angles to the lot depth at the building setback line for regular lots, and the horizontal distance between the side lot lines measured by a straight line drawn at one-third the required minimum lot depth on each side lot line for cul-de-sac lots, and knuckle lots.
3.A.7.b
Packet Pg. 237 Attachment: Exhibit A for Ord. 23-08 (Title 17 Development Code) (Second Reading/Adoption of Ordinance No. 23-08 for Development Code DEVELOPMENT AND USE STANDARDS 17.305
SAN JACINTO DEVELOPMENT CODE, TITLE 17 DECEMBER 2022 3-15 J. Cul-de-sac, knuckles and curves. This subsection establishes the measurement and exemptions to the minimum lot dimensions required in Tables 2-3, 2-5, 2-6, 2-7, 2-8 for lots that substantially front onto Cul-de-sacs bulbs, knuckles and curves.
1. Parcel Width
a. The minimum front property line shall be a minimum of 30 feet. For small lot subdivisions, the front property line width may be further reduced by the approval authority if the parcels front onto private streets and the developer can demonstrate that there is sufficient space between driveways and driveway approaches. Shared approaches are discouraged and may be approved only where there is no reasonable alternative available.
b. The minimum lot width, when measured at the building setback line, may be reduced by ten percent (10%).
K. Flag lot. The creation of flag lots shall be discouraged and may be approved only where there is no reasonable alternative available to develop the interior portions of excessively deep parcels or where required by unusual physical constraints. However, where allowed, a flag lot shall comply with the requirements of Title 16 (Subdivisions).
17.305.040 — Agriculture Preservation (Right-to-Farm)
This Section provides the City's policy regarding the "right to farm" and contains a subdivider's and owner's disclosure statement that acknowledges the subdivider's and owner's understanding of the presence of the adjoining agricultural use and the City's policy regarding its right to continue.
A. Policy of the City. It is the declared policy of the City to preserve, protect, and encourage development of its agricultural land consistent with Civil Code Section 3482.5.
That Section provides that no agricultural activity, operation, or facility, or appurtenances, conducted or maintained for commercial purposes, and in a manner consistent with proper and accepted customs and standards, as established and followed by similar agricultural operations in the same locality, shall be or become a nuisance, private or public, due to any changed condition in or about the locality, after it has been in operation for more than three years if it was not a nuisance at the time it began. This policy applies to normally acceptable agricultural operations, as defined in Civil Code Section 3482.5, and shall not apply if the agricultural activity, operation, or facility, or appurtenances obstruct the free passage or use, in the customary manner, of any public park, square, street, or highway. This policy shall not invalidate any provision contained in the Health and Safety Code, Fish and Game Code, Food and Agricultural Code, or Division 7 (commencing with Section 13000) of the Water Code, if
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Packet Pg. 238 Attachment: Exhibit A for Ord. 23-08 (Title 17 Development Code) (Second Reading/Adoption of Ordinance No. 23-08 for Development Code
17.305 DEVELOPMENT AND USE STANDARDS
3-16 DECEMBER 2012 SAN JACINTO DEVELOPMENT CODE, TITLE 17 the agricultural activity, operation, or facility, or appurtenances constitute a nuisance, public or private, as specifically defined or described in any of those provisions.
B. Subdivisions. If a subdivision is at any point located within 300 feet of land zoned or used for agricultural uses, the approval of the tentative and final subdivision map or parcel map shall be conditional upon the recordation with the County Recorder of a Right-to-Farm Covenant acknowledging, accepting, and complying with this Section, in substantially the following wording or similar form:
The undersigned, in consideration of recordation of the subdivision by the City of San Jacinto, do hereby covenant and agree with the declared policy of the City of San Jacinto (Right-to-Farm Ordinance) to preserve, protect, and encourage development of its agricultural land consistent with California Civil Code Section 3482.5 which provides that no agricultural activity, operation, or facility, or appurtenances thereof, as defined in the code, conducted or maintained for commercial purposes, and in a manner consistent with proper and accepted customs and standards, as established and followed by similar agricultural operations in the same locality, shall be or become a nuisance, private or public, due to any changed condition in or about the locality, after it has been in operation for more than three years if it was not a nuisance at the time it began; that the described property is in or near agricultural zones or operations and that the residents of the property should be prepared to accept the inconveniences and discomfort associated with normal farm activities. This covenant shall run with the land and be binding upon all future owners, heirs, successors, and assigns to the property.
C. Notice to owners and tenants. Project applicants shall prepare a written disclosure statement before the sale, lease, or rental of a dwelling unit that is located within 300 feet of land zoned or used for agricultural purposes. The disclosure statement shall indicate that the buyers/occupants will be living in an area with active agricultural operations and that the noise, odors, and outdoor activity levels may be more intrusive than levels in a typical suburban residential area. Each buyer or tenant shall sign the written disclosure statement acknowledging that they have received, read, and understand the disclosure statement.
17.305.050 — Floodplain Management
See Municipal Code Chapter 15.40 (Floodplain Management).
17.305.060 — Height Measurement and Height Limit Exceptions A. Maximum height. The height of structures shall not exceed the maximum standard established by the applicable zone in Article 2 (Zones, Allowable Land Uses, and ZoneSpecific Standards), except as provided in this Section.
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Packet Pg. 239 Attachment: Exhibit A for Ord. 23-08 (Title 17 Development Code) (Second Reading/Adoption of Ordinance No. 23-08 for Development Code DEVELOPMENT AND USE STANDARDS 17.305
SAN JACINTO DEVELOPMENT CODE, TITLE 17 DECEMBER 2022 3-17 B. Height measurement. Maximum height shall be measured as the vertical distance from the finished grade to an imaginary plane located parallel to the finished grade at a height allowed by the zone. See Figure 3-2 (Height Measurement).
Figure 3-2
Height Measurement
C. Increase in certain height limits. The maximum allowable height may be increased by no more than 20 percent for the following structures, unless otherwise noted.
1. Barns, silos, grain elevators, and other farm structures in the RE (Residential Estate) zone.
2. Architectural features of places of worship.
3. Cooling towers, smokestacks, or other structures that are necessary to operate allowed industrial processes in industrial zones.
4. Cupolas, domes, skylights, and gables.
5. Elevator housings.
6. Fire and hose towers.
7. Fire or parapet walls up to four feet above the allowable height limit of the structure. No mechanical equipment shall exceed the height of the parapet.
8. Flag poles.
9. Mechanical equipment and its screening to include roof-mounted wireless telecommunication support facilities.
10. Noncommercial antenna in compliance with Section 17.430.290 (Satellite/Dish Antenna and Amateur Radio Antenna).
11. Observation and carillon towers.
3.A.7.b
Packet Pg. 240 Attachment: Exhibit A for Ord. 23-08 (Title 17 Development Code) (Second Reading/Adoption of Ordinance No. 23-08 for Development Code
17.305 DEVELOPMENT AND USE STANDARDS
3-18 DECEMBER 2012 SAN JACINTO DEVELOPMENT CODE, TITLE 17
12. Ornamental towers and spheres.
13. Radio and television station towers.
14. Residential chimneys, flues, smokestacks, and enclosures.
15. Noncommercial solar energy collectors.
16. Stairway housings.
17. Water tanks and water towers.
18. Other roof structures and mechanical equipment similar to those listed above.
D. Use Specific Height Limits. When conflicts between Use Specific Height Limits and the base zone in which the use is located with specific height limits be subject to the use specific standards.
1. Fences, hedges, and walls, which shall comply with Chapter 17.315 (Fences, Walls, and Hedges).
2. Stealth monopole towers, which shall comply with Section 17.430.370 (Wireless Telecommunication Facilities).
3. Signs, which shall comply with Chapter 17.335 (Sign Standards).
17.305.070 — Hillside Development
See Municipal Code Chapter 15.28 (Hillside Development).
17.305.080 — Metal Buildings and Structures
A. Applicability. This Section provides standards for all metal buildings and structures, except for the following:
1. Small metal storage structures not exceeding 120 square feet and utilized as accessory structures on residentially zoned properties; and
2. Metal storage structures on sites with existing bona fide agricultural uses.
B. Prohibited locations. Prefabricated, all-metal buildings shall be prohibited on properties having frontage along streets with a classification of “Secondary” or higher in the General Plan Circulation Element unless designed with added architectural features approved through the Site Plan and Design Review process. This shall not preclude the use of typical metal details (e.g., Cor-Ten™ steel, weathering steel, etc.) on structures approved through the Site Plan and Design Review process.
3.A.7.b
Packet Pg. 241 Attachment: Exhibit A for Ord. 23-08 (Title 17 Development Code) (Second Reading/Adoption of Ordinance No. 23-08 for Development Code DEVELOPMENT AND USE STANDARDS 17.305
SAN JACINTO DEVELOPMENT CODE, TITLE 17 DECEMBER 2022 3-19 C. Design criteria.
1. Structures utilizing metal sheathing shall be designed to be compatible with surrounding land uses and architecture.
2. The front of the structures shall face the street, where practical, and shall utilize materials other than metal (e.g., masonry, stone, concrete, wood, glass, etc.), either structurally or applied as a veneer.
3. The structure’s design shall include an architecturally enhanced roofline (e.g., mansard roof, parapet wall, etc.).
4. Enhanced treatment shall not end at an exposed corner, but shall wrap around the side walls a distance of at least three feet.
17.305.090 — Reserved
17.305.100 — Reserved
17.305.110 — Screening and Buffering
This Section establishes screening standards for the separation of adjoining residential and nonresidential land uses, equipment and outdoor storage areas, and surface parking areas. See also Chapter 17.315 (Fences, Walls, and Hedges).
A. Screening between different zones.
1. Screening shall be required between different zones. For example, a nonresidential land use proposed on a site abutting a residential zone shall provide screening at the lot line that is common with the residential zone. See Figure 3-4 (Screening and Buffering between Different Land Uses and Zones).
2. The screen shall consist of plant materials and a solid, decorative wall of masonry or similar durable material installed and maintained in compliance with Chapter 17.315 (Fences, Walls, and Hedges). See Figure 3-4 (Screening and Buffering between Different Land Uses and Zones).
3. The decorative wall shall be architecturally treated on both sides, subject to the approval of the Director.
4. A landscape strip with a minimum width of five feet shall be installed adjacent to a screening wall, except that a greater landscape strip between a parking lot and a screening wall may be required in compliance with Section 17.330.090 (Landscaping Standards for Parking Areas).
3.A.7.b
Packet Pg. 242 Attachment: Exhibit A for Ord. 23-08 (Title 17 Development Code) (Second Reading/Adoption of Ordinance No. 23-08 for Development Code
17.305 DEVELOPMENT AND USE STANDARDS
3-20 DECEMBER 2012 SAN JACINTO DEVELOPMENT CODE, TITLE 17
5. The Director may waive, or approve a substitute for the requirements of Paragraphs 2, 3, and 4 above, if the Director first determines that:
a. The relationship of the proposed uses makes screening unnecessary; b. The intent of this Section can be successfully met by alternative screening methods; or
c. Physical characteristics or constraints on the site make the required screening infeasible or unnecessary.
B. Mechanical equipment. Mechanical equipment (e.g., air conditioning, ductwork, heating, plumbing lines, refrigeration equipment, transformers, etc.) shall be screened as provided in this paragraph. Telecommunication equipment and antennae shall be screened in compliance with Section 17.430.370 (Wireless Telecommunication Facilities).
1. Exterior mechanical equipment installed on the ground shall be screened from public view on all sides.
2. Screening of the top of roof-mounted exterior mechanical equipment may be required by the Director, if necessary to protect views from adjacent parcels. See Figure 3-5 (Screening of Roof-Mounted Equipment).
3. Screening materials may be solid concrete, wood, or other opaque material and shall effectively screen the mechanical equipment so that it is not visible from an adjacent parcel or public right-of-way.
4. The method of screening shall be architecturally compatible with other on-site development in terms of colors, materials, and architectural style and subject to the approval of the Director.
3.A.7.b
Packet Pg. 243 Attachment: Exhibit A for Ord. 23-08 (Title 17 Development Code) (Second Reading/Adoption of Ordinance No. 23-08 for Development Code DEVELOPMENT AND USE STANDARDS 17.305
SAN JACINTO DEVELOPMENT CODE, TITLE 17 DECEMBER 2022 3-21 Figure 3-4
Screening and Buffering between Different Land Uses and Zones Figure 3-5
Screening of Roof-Mounted Equipment
C. Utility meters. Utility meters shall be:
1. Enclosed within subsurface vaults when located within a required front setback or in a street side setback; and
2. Screened from view from public rights-of-way in compliance with Subparagraphs B.3 and B.4, above, but need not be screened on top or when located within the interior side setback of a single-family parcel.
3.A.7.b
Packet Pg. 244 Attachment: Exhibit A for Ord. 23-08 (Title 17 Development Code) (Second Reading/Adoption of Ordinance No. 23-08 for Development Code
17.305 DEVELOPMENT AND USE STANDARDS
3-22 DECEMBER 2012 SAN JACINTO DEVELOPMENT CODE, TITLE 17 D. Loading docks and refuse areas. Loading docks and refuse storage areas shall be screened so that they are not visible from an adjacent parcel or public right-of-way. The method of screening shall be architecturally compatible with other on-site development in terms of colors, materials, and architectural style and subject to the approval of the Director. Refuse storage areas shall comply with Section 17.305.130 (Solid Waste/Recyclable Materials Storage). The height of screening shall be determined by a sight distance analysis in which the wall intercepts a line drawn from the approximate eye level of a passerby in a vehicle to the top of the loading door.
E. Screening for other activities and land uses. Screening shall also be provided in compliance with the standards contained in Chapter 17.330 (Off-Street Parking and Loading) and Article 4 (Standards for Specific Land Uses), as applicable.
F. Buffering between different land uses.
1. Buffering between incompatible land uses shall be required. For example, a developer or a subdivider of a residential project shall install buffers between a residential project and adjacent agricultural uses (e.g., dairy farms, crops, horse farms, etc.), subject to approval of the Director.
2. Roll-up doors and loading doors in nonresidential zones shall not face or be visible from a public right-of-way.
3. Open space, landscaped buffers, trees, fences or walls, or any combination of them, shall be provided between major roadways and sensitive land uses identified in Section 17.300.030 (Air Quality).
17.305.120 — Setback Regulations and Exceptions
This Section establishes standards to ensure the provision of open areas for access to and around structures, access to natural light and ventilation, landscaping, recreation, separation of incompatible land uses, space for privacy, traffic safety, and visibility.
A. General requirements.
1. All structures shall conform to the setback requirements identified for each zone in Article 2 (Zones, Allowable Land Uses, and Zone-Specific Standards), except as modified for hillside development in compliance with Section 17.305.070 (Hillside Development) or for specific uses in Article 4 (Standards for Specific Uses).
2. Each setback area shall be open and unobstructed from the ground upward, except as provided in Paragraph B (Exemptions from setback requirements).
3.A.7.b
Packet Pg. 245 Attachment: Exhibit A for Ord. 23-08 (Title 17 Development Code) (Second Reading/Adoption of Ordinance No. 23-08 for Development Code DEVELOPMENT AND USE STANDARDS 17.305
SAN JACINTO DEVELOPMENT CODE, TITLE 17 DECEMBER 2022 3-23 B. Exemptions from setback requirements. The minimum setback requirements do not apply to the following:
1. A building feature that encroaches into a required setback as allowed by Paragraph D (Allowed projections);
2. A fence or wall in compliance with Chapter 17.315 (Fences, Walls, and Hedges);
3. A driveway, walkway, deck, earthwork, step, patio, free-standing solar device in other than a front setback, or other site design element that is placed directly upon grade and does not exceed a height of 18 inches above the surrounding grade at any point;
4. A sign in compliance with Chapter 17.335 (Sign Standards);
5. A retaining wall less than 30 inches in height above finished grade; or
6. An accessibility improvement is not subject to setback or lot coverage limitations if the size of the accessibility improvement does not exceed the minimum design specifications in the California Building Code. For purposes of this provision, an accessibility improvement is an unroofed and open structure, including a ramp and chairlift that: (1) allows a person with a physical disability access to a singlefamily dwelling and (2) is exterior to the single-family dwelling.
C. Measurement of setback areas. Setback areas -- Figure 8-10(Setbacks) -- shall be measured as follows:
1. Right-of-way line. Whenever a future street right-of-way line is officially established (e.g., by designation in the General Plan, in subdivision map, etc.), required setback areas shall be measured from the established future right-ofway line(s).
2. Front setback area.
a. Lots generally. The front setback area shall be measured by a line, at right angles to the front lot line or by the radial line in the case of curved front lot line, from the nearest point on the front lot line to the nearest relevant setback line.
b. Corner lots. The front setback area for a corner lot shall be measured by a line, at right angles to the lot line adjoining the street to which access to the property is taken, from the nearest point on that front lot line to the nearest relevant setback line.
3.A.7.b
Packet Pg. 246 Attachment: Exhibit A for Ord. 23-08 (Title 17 Development Code) (Second Reading/Adoption of Ordinance No. 23-08 for Development Code
17.305 DEVELOPMENT AND USE STANDARDS
3-24 DECEMBER 2012 SAN JACINTO DEVELOPMENT CODE, TITLE 17 c. Through lots. One of the front setback areas of a through lot may serve as a required rear setback area, provided that the rear setback area conforms to the front setback area of the adjoining parcels.
d. Averaging for infill situations. In a residential zone, the Director may reduce the required front setback area for a designated In-Fill Parcel to the average depth of the front setback areas for the two adjacent parcels if the two adjacent parcels have existing structures that:
(1) Are located within 25 feet of the parcel’s lot lines; and (2) Project beyond the required front setback line.
3. Side setback area. The side setback area shall be measured by a line, at right angles to the side lot line, from the nearest point on the side lot line to the nearest relevant setback line.
4. Street side setback area. The side setback area on the street side of a corner lot shall be measured from the nearest point on the side lot line adjoining the street to the nearest point of the relevant setback line.
5. Rear setback area. The rear setback area shall be measured at right angles from the nearest point on the rear lot line to the nearest relevant setback line, except:
a. If an access easement or street right-of-way line extends into or through a rear setback area, the measurement shall be taken from the nearest point of the access easement or right-of-way line; and
b. Where the side lot lines converge to a point at the rear of the lot, a line at least 10 feet long within the parcel, parallel to the front lot line, shall be deemed to be the rear lot line for the purpose of determining the depth of the required rear setback area. See Figure 3-6 (Rear Setback Areas on Irregularly-Shaped Parcels).
6. Director’s determination. In situations different from those identified above, the Director shall have the authority to determine how setbacks shall be measured.
7. Corner, Irregular Shaped Parcels, and Through Lots. The Director shall have the authority to change or modify the designation of Front, Side, and Rear Lot Lines when building orientation, topography, neighborhood development patterns, or other justification exists.
3.A.7.b
Packet Pg. 247 Attachment: Exhibit A for Ord. 23-08 (Title 17 Development Code) (Second Reading/Adoption of Ordinance No. 23-08 for Development Code DEVELOPMENT AND USE STANDARDS 17.305
SAN JACINTO DEVELOPMENT CODE, TITLE 17 DECEMBER 2022 3-25 Figure 3-6
Rear Setback Areas on Irregularly-Shaped Parcels
D. Allowed projections into setback areas.
1. Projections into required setback areas are allowed for all zones in compliance with the standards in Table 3-2 (Maximum Allowed Projections into Setback Areas for Attached Structures), subject to the exceptions in Subparagraph 2, below. For detached accessory structures, see Chapter 17.405 (Accessory Structures and Uses). See Figure 3-7 (Allowed Projections in Setback Areas) for visual examples of projections.
3.A.7.b
Packet Pg. 248 Attachment: Exhibit A for Ord. 23-08 (Title 17 Development Code) (Second Reading/Adoption of Ordinance No. 23-08 for Development Code
17.305 DEVELOPMENT AND USE STANDARDS
3-26 DECEMBER 2012 SAN JACINTO DEVELOPMENT CODE, TITLE 17 Table 3-2
Maximum Allowed Projections into Setback Areas for Attached Structures Projecting Feature
Front
Setback Area
Side
Setback Area
Rear
Setback Area
Architectural Features
Brackets, cornices, eaves,
roof overhangs, etc. 36 inches max. 36 inches max. 36 inches max.
Belt courses, ornamental
moldings, pilasters, etc. 6 inches max. 6 inches max. 6 inches max.
Awnings, canopies, covers –
opened on at least three sides
Residential zones
20% of required front
setback area or 5 ft.,
whichever is less,
except within
driveway areas
20% of required side
setback area or 5 ft.,
whichever is less
½ depth of required rear
setback area
Nonresidential zones ½ depth of required
front setback area 2 ft. max.
½ depth of required rear
setback area
Decks, landings, and porches
Between 19” and 30” above
grade
6 ft. max.
20% of required side
setback area or 36
inches, whichever is
greater.
20% of required rear
setback area or 36
inches, whichever is
greater.
Greater than 30” above
grade
20% of required side
setback area
20% of required rear
setback area
Enclosed Not allowed in required setback area
Bay windows 30 inches max. 30 inches max. 30 inches max.
Chimneys, fireplaces, and
barbecues (attached), 6 ft. or less
in width
24 inches max. 24 inches max. 24 inches max.
Fire escapes and stairways Not allowed 48 inches max. 48 inches max.
2. Exceptions to allowed projections.
a. Minimum 36-inch wide passageway. Regardless of the allowed projections into setback areas, a minimum 36-inch wide passageway shall be maintained within at least one side setback area adjacent to the primary structure. The passageway shall be free of any encroachments and obstructions, including covers, fences, walls, mechanical equipment, and items not attached to the primary structure.
b. Public rights-of-way. A revocable encroachment permit issued by the City Engineer, with conditions specified in Municipal Code Section
9.12.060 (Graffiti abatement-A condition to issuance of city permits and approval), if applicable, shall be required for any type of projection into a public right-of-way.
3.A.7.b
Packet Pg. 249 Attachment: Exhibit A for Ord. 23-08 (Title 17 Development Code) (Second Reading/Adoption of Ordinance No. 23-08 for Development Code DEVELOPMENT AND USE STANDARDS 17.305
SAN JACINTO DEVELOPMENT CODE, TITLE 17 DECEMBER 2022 3-27 c. Traffic visibility area. See Section 17.305.150 (Traffic Visibility Area) for restrictions on projections into traffic visibility areas.
Figure 3-7
Allowed Projections into Setback Area
17.305.130 — Solid Waste/Recyclable Materials Storage
This Section provides standards that support the City’s compliance with the California Solid Waste Reuse and Recycling Access Act (Public Resources Code Sections 42900 through 42911).
Related standards are in Municipal Code Chapter 8.32 (Garbage Collection and Disposal), Municipal Code Chapter 8.33 (Mandatory Organic Waste Disposal Reduction), and Municipal Code Chapter 8.34 (Construction and Demolition Waste Management).