San Jacinto City Council
December 16, 2025

investigations to ascertain the number of unlicensed dogs, to license such dogs, and to foster compliance with CITY’s municipal code.

13. Wildlife: COUNTY will not impound free roaming wildlife unless it is a danger to the community, sick, injured, or part of an animal cruelty or animal bite case.

14. COUNTY will perform humane investigations of suspected animal neglect and cruelty and will be responsible for investigation, citation, and preparing materials for prosecution.

15. COUNTY and CITY will work together on educational outreach, promotion of spay/neuter and vaccination clinics, owner surrender assistance programs, responsible pet ownership, adoption programs and other activities to reduce impounds and increase live outcomes. CITY will provide two (2) vaccine clinic(s) at no charge to the resident per year, and two (2) spay/neuter clinic(s) at no charge to the resident per year, at CITY’S expense. CITY may decide to hire COUNTY to provide this service, if available, or seek a separate vendor.

16. In case of a disaster, COUNTY and CITY will work collaboratively on animal needs and communication as it is related to rescue, response and recovery efforts.

B. SHELTER CARE AND DISPOSITION SERVICES
The COUNTY shall house CITY’s animals at the San Jacinto Valley Animal Campus, or other COUNTY operated shelter at the COUNTY’s discretion, as set forth in EXHIBIT B.

C. PROVISION OF VEHICLES AND RADIO EQUIPMENT
COUNTY shall provide animal control vehicles and equip them with the appropriate animal control boxes mounted on the truck chassis and with an air conditioning unit mounted on the animal control truck boxes for use in the provision of services as set forth in this Agreement.

The COUNTY shall fuel and maintain said vehicles.

D. MISSING OR STOLEN ANIMALS
COUNTY shall file a report with the appropriate law enforcement agency within twentyfour (24) hours if an impounded animal is missing or suspected of having been stolen from an animal control vehicle or while in COUNTY’s custody. COUNTY shall indicate on the police report the circumstances of the animal's disappearance.

E. PRIORITY OF FIELD SERVICES
a. “Services” are those enforcement activities rendered by COUNTY pursuant to COUNTY Ordinance and/or the relevant sections of CITY’s municipal code, as indicated in ATTACHMENT B and related State law and are assembled for into two categories: emergency and non-emergency.

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Packet Pg. 138 Attachment: San Jacinto - DAS City Contract Draft 2025 (Agreement with RCDAS)

b. “Priority Ranking” refers to the order of priority with which a call will be handled.

All calls will go directly to the dispatcher or assigned clerical staff for a relay to the Animal Control Officer. If a call is exceptional,” as set forth in Section F below, it shall be referred to the supervisor for evaluation and response. c. The following definitions of “Regular Service Hours”, “Limited-Service Hours”, and “Holidays” are intended to identify the broad time frames during which specific levels of service will be provided.
d. "Regular-Service Hours” are between the hours of 7:30 am to 5:00 pm, Monday through Friday, Holidays excepted.
e. "Limited-Services Hours” are the between the hours of 5:00 pm to 7:30 am, Monday through Friday, all day Saturday, Sunday and on Holidays. f. “Holidays” are those days as established by the COUNTY and the CITY where the CITY or COUNTY is closed for service on a business day that would otherwise be a regular service day.
g. Field service activities shall be performed daily and generally based on both the Priority Ranking and the time a call for service is received in accordance with this Agreement. All calls involving imminent danger shall be responded to within sixty (60) minutes if reasonably possible, subject to considerations involving the time of day, traffic conditions, or other circumstances. An Animal Control Officer shall respond to animal medical emergencies and other emergencies involving danger to humans within thirty (30) minutes or less during Regular Service Hours, and within sixty (60) minutes or less during Limited-Service Hours and Holidays. CITY acknowledges that response time may be affected by traffic congestion or other hindering circumstances uncontrollable by COUNTY. COUNTY shall provide a means for responding to calls for service that take place during Limited-Service Periods which are of an urgent nature pursuant to this ATTACHMENT A, Field service personnel may be assigned to patrol and perform other service field tasks as defined by COUNTY and CITY.
h. The COUNTY shall respond to telephone calls for field services during Regular Service Hours. Calls shall be received by the COUNTY answering service during Limited-Service Hours and on Holidays, as noted above. Calls answered by the answering service will be handled on an emergency basis as outlined herein. The dispatcher and/or clerical support staff shall maintain a detailed record of all requests for service, both emergency and routine, received during Regular Service Hours and Limited-Service Hours, including time and date, when the calls were answered, and the disposition of those calls. Records of these calls shall be maintained for at least thirty (30) days.
i. The CITY and COUNTY agree that any incident reportsto the COUNTY by residents

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or through emergency services involving a dangerous, aggressive, wild, injured or sick animal constitute an emergency and require immediate action by the COUNTY pursuant to this Agreement. Calls for service received during Limited-Service Hours that are not of an urgent nature shall be answered by an answering service and referred to call-back on the next business day during phone center operational hours. These calls will then be scheduled for response in accordance with EXHIBIT A. j. Calls Considered Emergencies to be Handled Without Delay:

1. Animals endangering the health or safety of the community

2. Police Department requests for service

3. Sick or injured stray animals

4. Animals in distress

5. Humane investigations that are life threatening. (Depending on immediate circumstances)
k. Calls Considered Non-Emergency to be Handled during Regular Service Hours:

1. Pick-up confined, healthy- not sick or injured, stray-animals

2. Dead animal removal

3. Quarantine investigations

4. Leash law enforcement

5. Nuisance animal investigations

6. Permit investigations
F. EXCEPTIONS
The Director of the Department of Animal Services, or their designee, may, on a case-by-case basis, authorize variations of priority when circumstances require.

G. LICENSE FEES (Riverside COUNTY Ordinance No. 630, Section 2 - MANDATORY

DOG LICENSING AND VACCINATION)
Licenses shall be issued upon receipt of all licensing requirements including payment of the license fees at the same rate as established in Section 2 of Riverside County Ordinance No. 630 and are subject to change as amended by COUNTY’s Board of Supervisors, from time to time.

H. RABIES VACCINATION CERTIFICATE DATA
Rabies vaccination certificates shall be collected from area veterinarians and downloaded into COUNTY’s database after the data has been reviewed for inconsistencies. Reminders of licensing requirements shall be automatically generated and emailed or mailed to dog owners.

Those owners who fail to comply may be subsequently issued administrative citations.

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Remittance options include on the COUNTY’s website www.rcdas.org or in person at a COUNTY shelter location. COUNTY shall verify dog license status when responding to requests forservice or when responding to complaints. COUNTY owners can verify the status of their animal’s license by telephone or going to https://riversidecounty.docupet.com.

I. COLLECTION OF LICENSE FEES
CITY authorizes COUNTY to issue and collect the fees for canine licenses. All fees collected for canine licenses shall be accounted for by the COUNTY and the COUNTY shall credit the net amount of license fees collected on a quarterly basis and be calculated on the applicable invoice.

J. SERVICE PLANS
CITY may elect one of two service plans for field services provided by the COUNTY. (ATTACHMENT A)

1. Standard Service Plan
The Standard Service Plan provides the number of Animal Control Officers, as determined by the County, to allow for the provision of field services to the CITY five (5) days/week – Monday through Friday- Nine (9) hrs./day – between the hours of 7:30am-5:00pm, with dispatching and after-hours emergency service 24 hours per day, seven days per week.

2. Extended Service Plan
The Extended Service Plan provides the number of Animal Control Officers to allow for providing field services to the CITY seven (7) days/week – Monday through Sunday – nine (9) hrs./day - between the hours of 7:30am-5:00pm, as indicated by the CITY in ATTACHMENT A, dispatching and after-hours emergency service 24 hours per day, seven days per week.

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Packet Pg. 141 Attachment: San Jacinto - DAS City Contract Draft 2025 (Agreement with RCDAS)

COUNTY OF RIVERSIDE

DEPARTMENT OF ANIMAL SERVICES

DESCRIPTION OF STANDARD SHELTER SERVICES

EXHIBIT B
At the election of the CITY, the County of Riverside, on behalf of its Department of Animal Services (“COUNTY"), agrees to provide the following Animal Shelter Services for the CITY of SAN JACINTO (“CITY”).

A. PROVISION OF SHELTER SERVICES
All COUNTY shelters are open admission shelters and are required to accept all stray or abandoned animals from the COUNTY’s area(s) of responsibility. The COUNTY maintains four (4) animal care shelters that accept stray or abandoned animals. The COUNTY also receives and maintains animals that are victims of abuse or neglect, under a quarantine order, or that pose a risk to the public. Stray or abandoned animals are held for an initial period to give an owner the opportunity to reclaim them. Owner-relinquished animals are held for an initial period prior to requested euthanasia or adoption to a new home, pursuant to State law. The holding period may vary and may be extended to reunite the animal with an identified owner or for other reasons.

The COUNTY is committed to providing appropriate and safe housing for all animals accepted into the COUNTY’S care. The COUNTY is required by law to provide necessary and prompt veterinary care, nutrition, and shelter, and treat them kindly. Medical care may be provided by COUNTY staff or, at COUNTY’S sole discretion, outsourced to a contracted veterinarian.

B. COUNTY ANIMAL SHELTER

1. All animals collected in the field within the boundaries of the CITY or determined to have originated from within the boundaries of the CITY may be housed at a COUNTY animal shelter. Admitted animals will be vaccinated, microchipped, and provided necessary and prompt medical care, food, water, and shelter. The COUNTY may post an animal’s picture on the Department’s website to assist residents in reclaiming a lost or missing pet or finding a new one. Residents may also visit the associated animal shelter to find their lost or missing pet. The hours of operation of each animal care center may be found on the Department's website.

2. The COUNTY will make reasonable attempts to house animals from the CITY at the animal shelter closest to the CITY. The nearest animal shelter to the CITY will be designated as the primary animal shelter. There may be circumstances in which the Department will house animals collected from the CITY at an alternate location.

3. The COUNTY shall be responsible for the operation and maintenance of the COUNTY shelters and the care of the animals.

4. The COUNTY shall maintain hours of operation at the Shelter to provide maximum

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public access to the animals, to the extent possible.

C. STANDARD SHELTER SERVICES
Riverside County Animal Services shelters shall include the following activities and services:

1. Impoundment, admittance, receipt of, care of, custody of and/or feeding of any and all stray animals.

2. Providing food, water, shelter, enrichment, and medical care for animalsin the Department’s care.

3. Holding stray animals and attempting to reunite them with theirowners.

4. Assisting pet owners with alternatives to relinquishment by connecting them with resources for pet retention. Accepting unwanted animals surrendered by their owners if there is no other alternative.

5. Making the best efforts to find new adoptive homes for domestic animals and livestock.

6. Quarantine and observation of animals for rabies and/or at the direction of the Department of Public Health.

7. Working with wildlife rehabilitators to rescue sick and injuredwildlife.

8. Providing emergency care and housing to pets and livestock displaced by wildfires or other disasters.

9. Holding animals that are the subject of criminal investigations or other legal or administrative proceedings.

10. Ensuring that all dogs, four (4) months and older, released from the COUNTY to a resident of County of Riverside are licensed, microchipped, and spayed/neutered and, if not licensed, to sell license to the owner or other person taking custody of such dog. In accordance with COUNTY ordinances, require the micro-chipping of released animals.

11. Provide necessary and prompt veterinary care.

12. Humane euthanasia of animals as lawful and necessary, including the creation of a log detailing each animal that is euthanized and the reasons for such euthanasia.

13. Public services, including prevention of animal abuse, neglect, or abandonment through outreach and education, and intervention through finding alternatives to relinquishment and assisting at-risk populations.

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14. Filing annual reports to the State of California as required by law.

15. Proper disposal of dead animals at the rate as set forth in ATTACHMENT B, Payment Provisions.

16. Maintaining a website with pictures of stray and surrendered animals to facilitate reuniting the animals with their owners or finding new adoptive homes.

17. Maintaining regular hours of operation for the public.

D. SCOPE OF ANIMAL SHELTER SERVICES

1. Treatment of Animals: COUNTY will provide adequate care and treatment of CITY’s animals while in custody of COUNTY to ensure that impounded animals are provided with humane and appropriate levels of care, including a clean environment, fresh water, adequate nutrition and appropriate medical care.

2. Level of Service Provided: COUNTY shall provide Animal Shelter Services as defined in this Agreement. COUNTY’s policies and procedures for Animal Shelter Services shall be based on standards and/or guidelines derived from reputable animal care organizations including, but not limited to, the Humane Society of the United States, American Humane Association, and American Veterinary Medical Association.

3. Feeding Protocols: All animals shall be fed in amounts appropriate to meet their nutritional needs.

4. Disease Control and Sanitation: COUNTY shall maintain the Shelter in a clean and sanitary condition. COUNTY’s policies and procedures may include beneficial standards and/or guidelines derived from reputable animal care organizations including, but not limited to, the Humane Society of the United States, American Humane Association, and American Veterinary Medical Association.

5. Provision of Personnel and Supplies: COUNTY shall provide personnel, supplies, materials, medication, pharmaceuticals, and equipment, including forms and reports, to perform all aspects of the animal shelter services described herein.

6. Holding Periods: COUNTY shall hold all stray-impounded animals, not otherwise own identifiable, for the holding periods as required by State law.

7. Euthanasia: Humane euthanasia services shall be provided as required for impounded animals held at the shelter for the lawful number of days, if such an animal is not reclaimed by the animal’s owner and is unable to be placed through adoption or rescue by COUNTY. Animals that are irremediably suffering from a

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serious illness or severe injury may not be held for owner redemption or adoption.

Only euthanasia methods approved by the American Veterinary Medical Association shall be used. Records shall be kept for a period of not less than three (3) years on each euthanized animal and shall include the following information:
breed; sex; color; weight; other distinguishing characteristics; date, time and location where animal was found; method of euthanasia, and reason for use of method.

8. Quarantine: COUNTY shall quarantine, as prescribed by the California Compendium of Rabies Control and Prevention, State law, and COUNTY policy, all animals suspected of being rabid or involved in a bite investigation.

9. Impoundments and Quarantines: COUNTY shall house, feed and care for all animals impounded and/or quarantined at the Shelter. Quarantined animals may be quarantined at the owner’s home or an alternate location.

10. Animals Surrendered by their Owners: Owner surrenders will be impounded on a case-by-case basis. Pet Support or pet retention programs will be offered to assist the owner with keeping their pet. CITY shall direct their constituents to consult with COUNTY to surrender their pet. CITY shall not accept owner surrenders in the field prior to the constituent consulting with the COUNTY.

12. Wildlife: COUNTY and CITY Animal Control Officers will work with constituents to ensure public safety while maintaining wildlife in the wild.

COUNTY and CITY Animal Control Officers will triage wildlife reports to determine the appropriate response. Wildlife will be impounded if there is a public safety hazard, if the animal’s welfare is at risk, if the animal is injured or orphaned, if the animal has been involved in a bite, or involved in an animal cruelty investigation.

13. Vicious and Potentially Dangerous Dogs: Any dog declared or determined to be vicious or potentially dangerous and in custody of COUNTY either under impoundment or quarantine shall be deemed unsuitable for adoption and shall not be released except as required by State law or at the Director of Animal Services’ discretion.

14. Incoming Animal Identification: Incoming animals shall be checked immediately for collar tags, tattoos, and scanned for microchips by qualified Shelter staff within one (1) hour of arrival at the Shelter. Shelter staff shall make all attempts to notify owners within twenty- four (24) hours of an Impounded Animal delivered by CITY to COUNTY. Animal Control Officers shall attempt to return animals in the field prior to delivering the impounded animal to the shelter. Animal Control Officers shall scan animals in the field for microchips, call phone numbers on tags or research license numbers to reunite animals in the field.

15. Incoming Animal Examinations/Assessments: Examinations of impounded

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animals shall be performed within twelve (12) hours, except during LimitedService Hours when the examination will be performed within twenty-four (24) hours. Incoming animal assessments shall include the following:
a. A physical examination to determine if a medical condition exists which requires a veterinarian’s attention
b. Routine vaccinations and de-worming, as needed
c. External parasite treatment, as needed
d. Document the animal’s incoming weight
e. Scan for microchip identification
f. Microchip administered if none found
g. Establish unique identifier for the animal
h. Document any identifying features or abnormalities. The COUNTY shall properly document on an animal-by-animal basis that an
examination/assessment has been performed.

16. Enforcement: Enforce all relevant provisions of CITY’s municipal code and State law as may be applicable to animals housed, kept or maintained at the Shelter.

17. Adoption: Animal identified as being available for adoption shall be up for adoption in the shelter or off-site locations or by posting online.

18. Spay and Neuter: COUNTY shall ensure that all dogs and cats adopted from the Shelter are spayed or neutered, or that adequate provisions are made for such spaying or neutering if COUNTY transfers any animals, or if an adopted animal is unable to receive spaying or neutering due to a medical condition. In accordance with California Food and Agricultural (“F & A”) Code Sections 30503 and 31751.3, if veterinarian employed at the Shelter certifies that a dog or cat is too sick or injured to be spayed or neutered, the COUNTY shall collect a spay/neuter deposit from the adopter or purchaser and this deposit shall be deposited into a segregated fund maintained by the COUNTY. The deposit shall be fully refunded to the adopter or purchaser if proof of sterility is provided within thirty (30) business days from the date of surgery, at which the deposit is forfeited in accordance with F & A Code Sections 30503 and 31751.3. Spay and neuter deposits shall only be used by the COUNTY for canine and feline spay and neuter programs.

19. Microchipping: In accordance with F & A Code Sections 31108.3 and 31752.1, COUNTY shall ensure that all dogs and cats being reclaimed, adopted, or transferred to a new owner are microchipped with current information prior to leaving the shelter.

18. Community Adoption Partners: COUNTY shall comply with F & A Code Sections 17006, 31108, and 31752 that provide (subject to Section 17006) that a stray dog or cat that is impounded shall, before the euthanasia of that animal, be released to a nonprofit, as defined in Section 501(c)(3) of the Internal Revenue Code, animal rescue, or adoption organization if requested by the organization

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before the scheduled euthanasia of that animal. The public or private shelter may enter into cooperative agreements with an animal rescue or adoption organization.

The public or private shelter or organization must be approved by COUNTY prior to the transfer of any animals. In addition to the required spay or neuter deposit, the public or private shelter, at its discretion, may assess a fee, not to exceed the standard adoption fee, for animals adopted or released.

19. Foster Care Placement: Certain animals may be placed in COUNTY’s foster care placement program so to improve animal care, give certain animals a better chance of adoption, and lift the spirits and morale of staff and volunteers.

20. Community Cat Program (“CCP”): CCP COUNTY shall determine a cat’s eligibility for the CCP. If it is determined that a cat is eligible, the cat will be spayed/neutered, vaccinated, and ear tipped. Once the cat has recovered, it will be returned to place of origin.

21. Drug Enforcement Agency (DEA): COUNTY shall comply with all Drug Enforcement Agency (“DEA”) regulations regarding storage, record-keeping, inventory, use, and disposal of all controlled substances.

22. Staffing and Volunteers: COUNTY shall recruit and supervise all necessary personnel for the office, kennel, veterinary and other areas of the Shelter. Staff shall include all full or part-time personnel and shall include the recruitment, supervision and assignment of volunteers in suitable Shelter-related activities. Personnel employed at the Shelter in the performance of Shelter-related activities shall be designated as COUNTY employees and all volunteers engaged in Shelter activities shall participate in activities designated by COUNTY and shall be under the auspices of COUNTY. Use of volunteers at the Shelter shall be determined by COUNTY.

23. Missing Animals: COUNTY shall notify an appropriate law enforcement agency immediately of any animal missing from the Shelter that had previously been impounded and/or in protective custody.

24. CITY Access: COUNTY shall provide access to the entire Shelter to the authorized representatives of CITY during Regular Service Hours or at such other times upon written notice.

25. Livestock and Fowl Care: COUNTY shall provide food, care and shelter to livestock and fowl, either at the Shelter or at another location, when such animals cannot be cared for at the Shelter. Costs of housing any livestock or fowl, regardless of Shelter location shall be charged to the owner of the animal, if known. If the animal’s owner wishes to redeem the animal, the owner shall first pay all applicable fees and charges at the Shelter; except as otherwise required by law, then and only, will the COUNTY authorize release of the animal. COUNTY shall notify CITY in writing when said expenses reach the amount of $5,000 or greater per incident.

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Such expenses shall not exceed the amount of $25,000 per incident unless authorized in writing by CITY.

26. R.E.A.R.S.: REARS is the system that has been developed to perform animal rescue, evacuation, sheltering, care and welfare of domestic and livestock animals within Riverside County during times of disaster or extraordinary emergencies. The REARS Team is dedicated to carrying out the operational tasks of rescuing, evacuating, sheltering and caring for animals during emergencies and is made up of local government animal welfare staff and volunteers trained in animal rescue and emergency animal care. This cadre of trained individuals is supervised, during incidents, by Riverside County Department of Animal Services management staff.

27. Animal Disposal: COUNTY shall prohibit any animal whether dead or alive, which has been impounded, in custody, or in quarantine at the Shelter to be given away, disposed of, traded, sold or in any manner given over to another person, organization or entity for experimentation, regardless of purpose. COUNTY shall be responsible for the disposal of animal remains in its custody or control, subject to applicable State laws.

28. Pet Support Services Program: The COUNTY's Pet Support Program services are activities that go beyond providing housing for dogs and cats and have the effect of keeping pets out of the Shelters and in homes and healthy environments. This strategy allows the COUNTY to manage and reduce the flow of both owned pets and stray animals into their care, which is accomplished by partnering with the community and providing resources and solutions. Through the COUNTY’s pet support services staff provides counseling to pet owners or connects them with resources such as free pet food and supplies, medical vouchers, and other critical resources all intended to help keep pets with their families. This human/pet assistance program is funded almost entirely through donations and grants received by the COUNTY.

This program has reduced the number of surrendered animals admitted to the COUNTY’s care centers to those who have no other opportunity for rehoming. This is reducing the costs that are associated with sheltering cats and dogs.

A. Components of Pet Support Services:
• Community Engagement is key to successfully employing this program, giving the community an opportunity to foster, network animals, facilitate adoptions, and to develop solutions to keep pets with their owners. • The COUNTY encourages people who have found stray animals to attempt to reunite the pets with their families. The COUNTY also encourages residents to allow free roaming cats to remain where they live, as these are often pets or community cats.

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• To reduce the relinquishment of owned pets, the COUNTY will provide resources such as training, food, and supplies, or other support to help keep pets in their homes.
• Public safety and animal welfare are a priority. Animals that pose a safety threat will immediately and safely be admitted by the COUNTY, as will animals that are sick or injured.

29. Healthy Pet Zone: COUNTY aids the public in times of crisis on a case-by-case basis that includes access to veterinary care and temporary boarding. CITY must refer public to COUNTY for program assistance.

30. Individual Animal Licensing Services: Adult dogs four months of age and older are required by State law to have individual licenses. The CITY may request that the Department enforce licensing requirements in the CITY as described in ATTACHMENT A. The CITY may adopt the COUNTY’s fees for individual animal licenses or set its own fees as permitted in ATTACHMENT A.

License renewal notices are mailed or transmitted by the Department to the animal owner of record. The renewal and payment are received and processed on a feeper-license basis. A current license will be required before an animal will be released to a resident of the CITY. Fees from licenses collected will be credited to the CITY monthly in arrears.

The COUNTY’s animal licensing services include:
a. Issuing animal licenses for pets as requested by theCITY; b. Processing license applications, payments, and information changes; c. Issuing license renewal notices;
d. Assessing and collecting fees, penalties, and other financialremittances; e. Maintaining a database for animal licensing, records of calls for service, and actions taken; and
f. Maintaining the Rabies Vaccination Certificate tool database which scans rabies vaccination data reported by private veterinary clinics to identify unlicensed pets in our jurisdictions and generate compliance notices to pet owners.

31. Kennel and Cattery Licensing: The Department's Kennel and Cattery Licensing program provides staff to perform animal facility inspections and licensing to animal-related businesses or organizations that require a license under COUNTY Ordinance. Animal-related facilities are inspected annually to ensure the safety and well-being of the animals as well as the health and safety of the public.

The COUNTY retains kennel license fees to offset the cost of annual inspections and related

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administrative costs. Staff time for licensing and inspections is not billed to the CITY. However, investigations in response to complaints about activities at a licensed location are conducted by Animal Control Officers based in the COUNTY’s animal shelters and are billed in accordance with ATTACHMENT B, City/County Service Rates.

This program includes:
a. Annual inspection of any premise used by an animal-related business or nonprofit organization, including grooming shops, pet shops, boarding facilities or breeding facilities, animal menageries, and all other places where animals are maintained for profit or business activities.
b. Follow-up inspections of animal facilities asnecessary. c. Collection of license fees to offset the cost of services;and d. Documentation and maintenance of records as necessary.

E. CONTRACT CITY REQUIRED SERVICES

1. Vaccination and Microchip Clinics: California Health and Safety Code Section 121690(f) states that every city and county, "shall provide dog vaccination clinics, or arrange for dog vaccination at clinics." The Department holds periodic low-cost rabies vaccination and microchip clinics at its animal care centers and in the unincorporated areas of the County. Pursuant to this agreement and ATTACHMENT A, CITY shall fund two (2) vaccination and microchip clinics, within the CITY’s jurisdiction, per FY. The following services will be provided by the COUNTY:
a. Providing or assisting in arranging for low-cost vaccinations and microchips; b. Staffing low-cost vaccination and microchip clinics with medical personnel and necessary support staff, subject to availability;
c. Licensing animals vaccinated at the clinic; and
d. Assisting jurisdictions in promoting these community-based clinics.

2. Spay/Neuter Clinics: Pursuant to this agreement and ATTACHMENT A, the CITY shall fund two (2) Spay/Neuter clinic(s), within the CITY’s jurisdiction, per FY.
a. To help fund these events the CITY may elect to contribute $5.00 per altered and unaltered dog license to the Spay/Neuter Trust. Participation in the Spay/Neuter Trust will allow the CITY to offer low-cost or free spay/neuter programs for the CITY’s residents who wish to have their pets spayed or neutered. The COUNTY staff will work with the shelter and mobile clinics to assist qualified residents in obtaining spay/neuter services.

F. Records
Upon reasonable notice, the COUNTY will make available to authorized representatives of the CITY, for examination, audit, excerpt, copy, or transcription, any pertinent transaction, activity,

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or other record relating to the Agreement. The CITY must ensure such records are handled in a manner consistent with all applicable privacy laws and all laws related to the Public Records Act (Government Code sections 7920.000 et. seq.).

Upon request, the following standard reports are available to the CITY from the COUNTY monthly:
a. Dogs and/or Cats Impounded
b. Animals Returned to Owners
c. Dogs and/or Cats Abandoned
d. Special Admission Dog & Cat
e. Other Animals Impounded
f. Quarantined Dogs and/or Cats
g. Special Admission of Other Animals
h. Private Veterinarian (Outside Medical Expense)
i. Dead Animal Pick UpRequests
j. Types of Calls for Service
k. Location of Admission
In accordance with SECTION III, the COUNTY will provide up to 12 hours of staff time annually for producing special reports to the CITY at no cost. Additional staff time will be charged to the CITY at the current reimbursement rate for applicable staff time.

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Packet Pg. 151 Attachment: San Jacinto - DAS City Contract Draft 2025 (Agreement with RCDAS)

ATTACHMENT A
FISCAL YEAR 25/26-27/28 SERVICE REQUEST

FOR THE CITY OF SAN JACINTO

1. Services
The level of animal care center service that the CITY requests and the COUNTY agrees to is (select the options below):
☒ Field Services
☐ If CITY elects to provide CITY Animal Control Services, CITY shall agree to have CITY Animal Control Officers trained and implement the return in field program as described in EXHIBIT A – A.8 8. Return of Impounded Animals.

The CITY shall provide the tools necessary to perform these duties. COUNTY shall provide training to CITY personnel for this purpose. ☒ Shelter Services
CITY’s Animal Services contact information (if applicable):

Name:

Telephone:

Address:

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2. Field Services
The level of field service that the CITY requests and the COUNTY agrees to:
(select one of the three options below):
a. Standard Service Plan
b. Extended Service Plan (check all applicable boxes below) c. Administrative Compliance (Post Hearing compliance checks) X Standard Service Plan
COUNTY provides service to the CITY five (5) days/week – Mon.-Fri. – Nine (9) hrs./day
7:30am-5:30pm
COUNTY provides after-hours emergency service.

Extended Service Plan
COUNTY provides service to the CITY five (5) days/week – Mon.-Fri. – Nine (9) hrs./day
7:30am-5:30pm
COUNTY provides after-hours emergency service.

Weekend days and holidays (please identify days and
hours):

Humane Investigations – as needed Included billed hourly.

Administrative Investigations – as needed
(Potentially dangerous/vicious Dogs)
Included billed hourly.

X Administrative Compliance (Post Hearing compliance checks) CITY’s Animal Services Field contact information (if applicable):

Name:

Telephone:

Address:

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Packet Pg. 153 Attachment: San Jacinto - DAS City Contract Draft 2025 (Agreement with RCDAS)

3. Animal Licensing
☒ The CITY agrees to have the COUNTY provide individual animal licensing and has adopted the COUNTY fees outlined Riverside County Ordinance No. 630. ☐ The CITY agrees to have the COUNTY provide individual animal licensing and has adopted the following license fees (please provide a copy of the applicable ordinance or resolution):

Dog Licenses 1-Year Fee 2-Year Fee 3-Year Fee
Altered Dog
Unaltered Dog
Senior Altered Dog
Cat Licenses (Voluntary) 1-Year Fee
Voluntary Cat
Current license fees adopted by the CITY on December 14, 2023 CITY’s Animal Licensing contact information (if applicable):

Name:

Telephone:

Address:

3.A.9.a
Packet Pg. 154 Attachment: San Jacinto - DAS City Contract Draft 2025 (Agreement with RCDAS)

4. Outreach and Enforcement Services
Please make a selection for each of the options below:
i. Animal Facility Inspection and Licensing (Costs included in County costs - not billed)
☒ The CITY requests that the COUNTY license animal-related facilities (including inspection) in the CITY.
☐ No animal facility licensing services - the CITY will conduct its own licensing program for animal-related facilities. (Please provide contact information below.)
CITY’s Animal Facility contact information (if applicable):

Name:

Telephone:

Address:

A.Vaccination/Microchip/Licensing Clinic(s)
Based on the CITY’s population, the CITY, at the CITY’s expense, shall provide for a minimum of two (2) vaccination/microchip/Licensing clinic(s) per fiscal year. The CITY requests that the COUNTY provide or assist in arranging for clinics in the CITY, utilizing Department personnel at the applicable rate for staff time. ☒ The above requirement for CITY to fund Vaccination/Microchip/Licensing Clinic(s) is acknowledged by the CITY
B.Spay/Neuter Clinic(s)
Based on the CITY’s population, the CITY, at the CITY’s expense, shall provide for a minimum of two (2) Spay/Neuter clinic(s) per fiscal year. The CITY requests that the COUNTY provide or assist in arranging clinics in the CITY, utilizing Department personnel at the applicable rate for staff time.
☒ The requirement above to fund the number of Spay/Neuter Clinic(s) listed above is acknowledged by the CITY
☐ CITY elects to participate in the Spay/Neuter Trust to allow residents access to low-cost spay/neuter services.
☐ No participation in the Spay/Neuter Fund.

3.A.9.a
Packet Pg. 155 Attachment: San Jacinto - DAS City Contract Draft 2025 (Agreement with RCDAS)

5. Enforcement of COUNTY Ordinances
☒ The CITY agrees to the enforcement of Ordinance No. 630 - Regulating the keeping and control of dogs, cats, and other animals and providing for the control and suppression of rabies with no exceptions.
☐ The CITY agrees to the enforcement of Ordinance No. 630 - Regulating the keeping and control of dogs, cats, and other animals and providing for the control and suppression of rabies with the following pre-approved exception(s):
(please mark all that apply)
□ Ordinance No. 630 - SECTION 12. - Mandatory Spaying and Neutering. The CITY does not require the spay/neuter of:
o Dogs
o Cats
□ Ordinance No. 630 - SECTION 13. - Mandatory Microchipping. The CITY does not require microchipping of:
o Dogs
o Cats
□ Ordinance No. 630 - SECTION 5. – Number of dogs and cats. The CITY allows for the following maximum number of animals per household:

Dogs
Cats
Total Dogs/Cats
□ Ordinance No. 878 - SECTION 5. – Noisy Animal Complaints. The CITY will conduct CITY noise complaints.

CITY’s Noise Complaint contact information (if applicable):

Name:

Telephone:

Email:

3.A.9.a
Packet Pg. 156 Attachment: San Jacinto - DAS City Contract Draft 2025 (Agreement with RCDAS)

6. List of City Municipal Codes
Please list individual municipal code sections to be enforced by the COUNTY. (Please ensure your municipal code contains adequate enforcement authority.) City Code
Number City Code Section Title County Approved
County Not
Approved
Title 6 Animals

3.A.9.a
Packet Pg. 157 Attachment: San Jacinto - DAS City Contract Draft 2025 (Agreement with RCDAS)

7. Annual/Amended Service Request Approval (As Needed)

3.A.9.a
Packet Pg. 158 Attachment: San Jacinto - DAS City Contract Draft 2025 (Agreement with RCDAS)

ATTACHMENT B

COUNTY OF RIVERSIDE DEPARTMENT OF ANIMAL SERVICES

CITY/COUNTY SERVICES RATES
A. Billing Period
These billing rates are effective from July 1, 2025, through June 30, 2028.

B. Billing Rates
Based on CITY’s needs and System Impact
Shelter Services
FY25/26:

FY26/27:

FY27/28
$718,792
$908,764
$1,035,411
Field Services
FY25/26:

FY26/27:

FY27/28:
$293,960
$316,186
$331,996
Additional Administrative Services
Leadership Attendance at meetings in
excess of contract allowance

1. Director = $185.03/Hour

2. Assistant Director = $153.72/Hour

3. Deputy Director = $142.43/Hour
Production of reports in excess of
contract allowance
Analyst = TBD/Hourly
Animal Control Officer in excess of
contract allowance –
Investigations/court appearances

1. Commander = $109.26/Hour

2. Lieutenant = $76.53/Hour

3. Sergeant = $68.62/hour

4. Animal Control Officer = $56.62/Hour
Spay/Neuter Trust
Spay/Neuter Trust $5.00 per animal License

3.A.9.a
Packet Pg. 159 Attachment: San Jacinto - DAS City Contract Draft 2025 (Agreement with RCDAS)

ATTACHMENT C
Rates Methodology
Cities are financially responsible for the care of animals impounded within the City’s jurisdiction and the County is responsible for the care of animals impounded within the County’s jurisdiction. When a city contracts for services, it can save by sharing resources with the County and other contracted cities.

The existing County/City contract rates model is complex, and administrative staff, county and city, are required to invest a significant amount of time preparing, reviewing, discussing and justifying billing for each of the contract cities, monthly. The current methodology also does not allow the agencies to budget for the cost of shelter services provided since they are based on the incoming animals and length of stay. The unpredictability of these shelter costs can cause a burden on contracting cities, making it hard for them to budget and pay timely. This can also cause a burden on the County in collecting these revenues. It also does not incentivize the agencies to promote animal licensing, spay or neutering of the animals, adoptions or other revenue generating activities within their jurisdictions.

The County has gone away from a per animal methodology for shelter services and developed a “Piece of the Pie” billing methodology, where each city’s contribution is based on its proportional impact to the County shelter system. The impact is calculated using a variety of factors. By distributing costs based on actual usage and demand, this approach ensures fair allocation of expenses while promoting engagement and efficient resource management. Animal Control and Sheltering costs are generally driven by:

Field Services
a. Calls for service
b. Time to complete a service call
c. Staff
d. Administration
e. Support Services
f. Population
Shelter Services
a. Average Length of Stay
b. Number of Impounds
c. Staff
d. Program expenses
e. Administration
f. Support Services
g. Facilities
h. Population
To simplify the methodology these drivers were categorized into three (3) cost pools:
a. Shelter Costs to house and care for the animals;
b. Animal Control Field Services Costs (as applicable); and c. Split costs that were allocated between the two primary categories are based on either the ratio of the shelter category costs to field category costs or based on statistics provided by Animal Services for its call center.

3.A.9.a
Packet Pg. 160 Attachment: San Jacinto - DAS City Contract Draft 2025 (Agreement with RCDAS)

1. SHELTER COSTS DISTRIBUTION
The costs of providing Shelter Services were determined by using three different allocation areas, based on the RCDAS FY 24/25. These allocation areas were weighted based on the impact to shelter resources:
a. Average Impound numbers (number of animals that come into the shelter for each city and the unincorporated areas of the County – Animals/month based on 30 months or the length of the contract if less than 30 months). (30% impact weight)
b. Average Length of stay (LOS) for animals per city and the unincorporated areas of the County – LOS/month based on 30 months or the length of the contract if less than 30 months.
(50% impact weight)
c. On the human population of a city.
(20% impact weight)
Within each of the allocations, spilt costs are included. The cities and the County were assigned a percentage of the cost based on their statistic or number and the ratio to the total.

2. FIELD SERVICES DISTRIBUTION
The costs of providing field services were allocated based on the minimum number of officers required – Officer + Vehicle
a. Total field service costs are divided by the total number of officers to find the annual cost per unit.
b. Overtime, overtime holiday, and vehicle lease are excluded from the total field services costs for cities.
c. Vehicle charges are added per officer vehicle, field leadership vehicle and licensing vehicle.

Only those cities who opt for Animal Control Officer Services will be allocated their piece of the costs. Within each of the allocations, spilt costs are included.

3.A.9.a
Packet Pg. 161 Attachment: San Jacinto - DAS City Contract Draft 2025 (Agreement with RCDAS)

3. SPLIT SERVICES DISTRIBUTION
These costs consist of Administration, Facilities, and Support, each uniquely supporting either shelter or field operations and were split between Shelter and Field based on the ratio of the budgeted amounts identified as either shelter or field.

By using the piece of pie methodology, with the three different allocation areas, and then weighted based on a city’s impact to shelter resources, cities will be charged for their proportion of the total County animal shelter costs incurred during the fiscal year as illustrated below.

EXAMPLE:

Hypothetical animal sheltering services budget to distribute: $20,000,000 Total Average Impounds weighted @ 30% of costs = $6,000,000 Total Average Kenneling Days weighted @ 50% of total costs = $10,000,000 Total Population weighted @ 20% of costs = $4,000,000
City A has 2.9% of the average total impounds/yr.

City A has 2.5% of the average of Kenneling days/yr.

City A has a population that is 7% of the total served pop. (County + all contract Cities) City A: (0.029 * $6,000,000) + (0.025 * $10,000,000) + (0.070 * $4,000,000) = $704,000 City A’s future FY cost = $704,000
Paymentsof $176,000 made quarterlywhichwill bereducedbyany licensing revenue For the contract term. City A’s animal shelter budget shall follow the following three (3) year 4% fixed-rate schedule:
$704,000.00 for fiscal year 2025-2026 (contract year 1) $732,160.00 for fiscal year 2026-2027 (contract year 2) $761,446.40 for fiscal year 2027-2028 (contract year 3)

4. OTHER CONSIDERATIONS
A. Medical Costs
Medical costs (excluding spay/neuter surgeries) provided by the County’s medical staff are included in shelter costs to establish each city and the County’s rate for sheltering and are not billed separately or in addition to that rate. The County reserves the right to send any animal to a private veterinary facility for examination,

3.A.9.a
Packet Pg. 162 Attachment: San Jacinto - DAS City Contract Draft 2025 (Agreement with RCDAS)

treatment, and/or hospitalization as the County deems necessary in its sole and absolute discretion.

B. Billing for “Legal Hold” and Other Shelter Services:

Because the Piece of the Pie Methodology is based on average intakes, Dogs and cats that are housed for a “legal hold” and other shelter services are not billed separately. The length of stay data (from intake to disposition) for each animal will be collected for future contract negotiation purposes and can be available to a city, upon request. Legal hold animals are held in accordance with applicable statutory guidelines, and/or at the sole and absolute discretion of the County based on pending or anticipated criminal, civil, or administrative action.

C. Capital Improvements
Each year this contract is in effect, the County may submit to the contracted cities during the regular budget process a request for any needed capital improvements to the Shelter. Any such request shall include a description of the requested improvements and an estimate of their cost. Contracted cities shall give good faith consideration to each request; however, it is understood that capital improvements are subject to overall city budgetary priorities and funds availability, and a city shall in no event be obligated to contribute to such capital improvements. If an emergency arises relating to Shelter maintenance during the term of this contract, the County shall advise the contracted cities within fortyeight (48) hours so that the cities may decide whether to take appropriate action.

D. Level of Field Service
a. Level of Service Specified. The County shall provide all enforcement services at the minimum level based on an average number of calls to that city.
b. Variation in Level of Service. Variations in the level of service shall be made by amendment as provided for in Section XI of this Agreement, and under the following terms.
i. If City requests an increase in the level of service to be provided under this Agreement, County agrees to provide such increased level of Service as soon as practicable.
ii. The level of service, however, may not be reduced to below the minimum level, as determined by County, required to ensure public and officer safety.

3.A.9.a
Packet Pg. 163 Attachment: San Jacinto - DAS City Contract Draft 2025 (Agreement with RCDAS)

E. Cost Offsets
A contracted city will receive credit from the County for all applicable redemption fees collected from or on behalf of the owner of an animal that is claimed from the custody of the Department, up to the maximum amount billed to the city for that animal. The Department reserves the right to waive fees when appropriate in the Department's sole and absolute discretion.

A city will not receive any credit for adoption fees (whether paid by an individual or an organization).

F. Revenues
Revenues are applied to reduce the costs for shelter and field services.

3.A.9.a
Packet Pg. 164 Attachment: San Jacinto - DAS City Contract Draft 2025 (Agreement with RCDAS) December 16, 2025
TO: City Council
REQUESTED BY: Tom Prill, Deputy City Manager
APPROVED BY: Robert A. Johnson, City Manager
SUBJECT: Successor Agency - Administrative Budget
RECOMMENDATION:

Staff recommends that the Successor Agency Board, by motion, approve the Successor Agency’s proposed administrative budget and adopt Resolution No. SA 25-02.

BACKGROUND:

Pursuant to Health and Safety Code Section 34172, the Redevelopment Agency of the City of San Jacinto (“Agency”) was dissolved as of February 1, 2012. The City of San Jacinto (“Successor Agency”) is the successor agency of the Agency, and pursuant to Health and Safety Code Section 34173(g), the Successor Agency is now a separate legal entity from the City.

The Oversight Board is responsible for approving the actions of the Successor Agency pursuant to Health and Safety Code Section 34179. Per legislation, effective fiscal year 2018-19, the County of Riverside has established the Countywide Oversight Board, which conducts the business formerly conducted by the Successor Agency’s Oversight Board, which has accordingly been dissolved.

One of the Successor Agency’s responsibilities pursuant to Health and Safety Code Section 34177(j) is to prepare a proposed administrative budget. The proposed administrative budget must be approved by the Oversight Board. The Successor Agency has prepared a proposed budget for the year of July 1, 2026 through June 30, 2027 (“Administrative Budget”) and will submit the Administrative Budget to the Countywide Oversight Board for approval.

DISCUSSION:

Pursuant to Health and Safety Code section 34177(j), the Administrative Budget is required to include all of the following: (1) estimated amounts for Successor Agency administrative costs for the fiscal period; (2) proposed sources of payment for all administrative costs; and (3) proposals for arrangements for administrative and operations services provided by the City of San Jacinto.

The proposed amount for the Administrative Budget has been included on the ROPS 26-27, covering the period of July 1, 2026 through June 30, 2027.

Pursuant to Health and Safety Code Section 34179(h), because the Department of Finance (“DOF”) may review Oversight Board actions, the Successor Agency Board’s action to approve the Administrative Budget is not effective for five (5) business days after Oversight Board approval, pending a request for review by the DOF.

FISCAL IMPACT:

3.B.1
Packet Pg. 165
No funds are involved with the approval of the Administrative Budget.

ATTACHMENTS:

Resolution No. SA 25-02 - SA Admin Budget FY 26-27
Admin Budget 26-27

3.B.1
Packet Pg. 166
Resolution No. SA 25-02

STATE OF CALIFORNIA ) RESOLUTION NO. SA 25-02
COUNTY OF RIVERSIDE ) ss

CITY OF SAN JACINTO )

A RESOLUTION OF THE SUCCESSOR AGENCY TO THE

REDEVELOPMENT AGENCY OF THE CITY OF SAN JACINTO,
APPROVING THE SUCCESSOR AGENCY’S ADMINISTRATIVE

BUDGET PURSUANT TO HEALTH AND SAFETY CODE SECTION
34177(j)
WHEREAS, pursuant to Health and Safety Code section 34173(d), the City of San Jacinto (“Successor Agency”) is the successor agency to the dissolved Redevelopment Agency of the City of San Jacinto, confirmed by Resolution No. 3408 adopted on January 9, 2012; and
WHEREAS, pursuant to Health and Safety Code section 34179(a), the Oversight Board is the oversight board to the Successor Agency; and WHEREAS, pursuant to legislation, effective the fiscal year of 2018-19, the County of Riverside has established a Countywide Oversight Board to conduct the business of the Successor Agency’s Oversight Board, which has been dissolved; and WHEREAS, Health and Safety Code section 34177(j) requires the Successor Agency to prepare a proposed administrative budget for each fiscal period and submit it to the Oversight Board for the Oversight Board’s approval; and WHEREAS, the Countywide Oversight Board has required resolutions approved by the Successor Agency for all items submitted to the Oversight Board; and WHEREAS, the Successor Agency will submit an administrative budget for the fiscal year of July 1, 2026, to June 30, 2027 (“Administrative Budget”), to the Oversight Board.

NOW, THEREFORE, BE IT RESOLVED, ordered, and determined by the Successor Agency to the Redevelopment Agency of the City of San Jacinto:

SECTION 1. Recitals. The Recitals set forth above are true and correct and are incorporated into this Resolution by this reference.

SECTION 2. CEQA Compliance. The approval of the Administrative Budget through this Resolution does not commit the Successor Agency to any action that may have a significant effect on the environment. As a result, such action does not constitute a project subject to the requirements of the California Environmental Quality Act.

SECTION 3. Approval of the Administrative Budget. The Successor Agency hereby approves and adopts the Administrative Budget, in substantially the form attached to this Resolution as Exhibit A, pursuant to Health and Safety Code Section 34177.

3.B.1.a
Packet Pg. 167 Attachment: Resolution No. SA 25-02 - SA Admin Budget FY 26-27 (Successor Agency - Administrative Budget) Resolution No. SA 25-02

SECTION 4. Severability. If any provision of this Resolution or the application of any such provision to any person or circumstance is held invalid, such invalidity shall not affect other provisions or applications of this Resolution that can be given effect without the invalid provision or application, and to this end the provisions of this Resolution are severable. The Successor Agency declares that the Successor Agency would have adopted this Resolution irrespective of the invalidity of any particular portion of this Resolution.

SECTION 5. Certification. The City Clerk of the City of San Jacinto, acting on behalf of the Successor Agency as its Secretary, shall certify to the adoption of this Resolution.

SECTION 6. Effective Date. Pursuant to Health and Safety Code Section 34179(h), all actions taken by the Successor Agency and the Oversight Board may be reviewed by the State of California Department of Finance, and, therefore, this Resolution shall not be effective for five (5) business days after approval by the Oversight Board, pending a request for review by the State of California Department of Finance.

PASSED, APPROVED AND ADOPTED at a regular meeting of the City Council of the City of San Jacinto on the 16
th day of December 2025, by the following vote:

AYES:

NAYS:

ABSENT:

ABSTAIN:

CITY OF SAN JACINTO:
__________________________
Crystal Ruiz, Mayor
ATTEST:
________________________________
Julia Espinoza, City Clerk
APPROVED AS TO FORM:

BEST BEST & KRIEGER, LLP
________________________________
Craig Hayes, City Attorney

3.B.1.a
Packet Pg. 168 Attachment: Resolution No. SA 25-02 - SA Admin Budget FY 26-27 (Successor Agency - Administrative Budget) Resolution No. SA 25-02

STATE OF CALIFORNIA)
COUNTY OF RIVERSIDE) ss

CITY OF SAN JACINTO)

CERTIFICATION
I, Julia Espinoza, duly appointed City Clerk of the City of San Jacinto, do hereby certify that the foregoing Resolution No. SA 24-02 was duly passed, approved, and adopted at a regular meeting of the City Council of the City of San Jacinto on the 16 th day
of December 2025, by the following vote:

AYES:

NAYS:

ABSENT:

ABSTAIN:

WITNESS MY HAND AND OFFICIAL SEAL this 16
th day of December 2025.
_________________________
Julia Espinoza, City Clerk
City of San Jacinto

3.B.1.a
Packet Pg. 169 Attachment: Resolution No. SA 25-02 - SA Admin Budget FY 26-27 (Successor Agency - Administrative Budget) Resolution No. SA 25-02

EXHIBIT A
SUCCESSOR AGENCY’S ADMINISTRATIVE BUDGET
[Attached behind this page]

3.B.1.a
Packet Pg. 170 Attachment: Resolution No. SA 25-02 - SA Admin Budget FY 26-27 (Successor Agency - Administrative Budget)

SUCCESSOR AGENCY TO RDA OF SAN JACINTO

ADMINISTRATIVE BUDGET
FISCAL YEAR 2026/2027
Employee Costs
Thomas Prill, Deputy City Manager (5%) Wages 5.0% 14,830.15 Benefits 5.0% 5,706.39
Total Employee Costs 20,536.54
Legal Counsel - Successor Agency 10,000.00
Miscellaneous
Misc. costs related to Long Range Property Management Plan 5,000.00 DAC - Digital Assurance Certification 1,000.00
RAMS - possible Auditing Services 5,000.00
LLPD#1 - assessments (handbills) 1,000.00
Other possible Administrative costs 7,463.46
Total Miscellaneous 19,463.46
Total Administrative Budget 50,000.00

3.B.1.b
Packet Pg. 171 Attachment: Admin Budget 26-27 (Successor Agency - Administrative Budget) December 16, 2025
TO: City Council
REQUESTED BY: Tom Prill, Deputy City Manager
APPROVED BY: Robert A. Johnson, City Manager
SUBJECT: Successor Agency - ROPS 26-27
RECOMMENDATION:

Staff recommends that the Successor Agency Board approve the Recognized Obligation Payment Schedule (“ROPS”) for July 2026 to June 2027 and adopt Resolution No. SA 25-03.

BACKGROUND:

Pursuant to Health and Safety Code Section 34172, added by AB 1X 26, the Redevelopment Agency of the City of San Jacinto (“Agency”) was dissolved as of February 1, 2012. The City of San Jacinto (“Successor Agency”) is the successor agency of the Agency.

The Oversight Board is responsible for approving the actions of the Successor Agency pursuant to Health and Safety Code Section 34179. Per legislation, effective fiscal year 2018-19, the County of Riverside has established the Countywide Oversight Board, which conducts the business formerly conducted by the Successor Agency’s Oversight Board, which has accordingly been dissolved.

One of the Successor Agency’s responsibilities pursuant to Health and Safety Code Section 34177 is to prepare a Recognized Obligation Payment Schedule (“ROPS”) listing all of the minimum payment amounts and due dates of payments required by enforceable obligations, forward looking for each fiscal period. The ROPS must be approved by the Oversight Board, and submitted to the County Auditor-Controller, the State Controller and the Department of Finance.

Pursuant to AB 1484, signed into law by the Governor and effective June 27, 2012, the Oversight Board approved ROPS for the period July 1, 2026, to June 30, 2027, must be submitted no later than February 1, 2026.

DISCUSSION:

The ROPS for the period July 1, 2026, to June 30, 2027, was prepared by the Successor Agency and will be submitted to the Oversight Board for its approval. It requires Oversight Board approval in order to become effective pursuant to Health and Safety Code Sections 34177 and 34180(g). Once it is approved by the appropriate agencies, the Successor Agency may receive funds from the Auditor-Controller to pay the existing debts and obligations provided in the ROPS. Upon Oversight Board approval, the Successor Agency must, prior to February 1, 2026, provide a copy of the approved ROPS to the County Auditor-Controller, the State of California Controller and the DOF, and post the approved ROPS on the Successor Agency’s website.

3.B.2
Packet Pg. 172
Pursuant to Health and Safety Code Section 34179(h), because the DOF may review Oversight Board actions, the Successor Agency Board’s action to approve the ROPS is not effective for five business days after Oversight Board approval, pending a request for review by the DOF.

FISCAL IMPACT:

No funds are involved with the approval of the ROPS.

ATTACHMENTS:

Resolution No. SA 25-03 - ROPS 26-27
ROPS 26-27

3.B.2
Packet Pg. 173
Resolution No. SA 25-03

STATE OF CALIFORNIA ) RESOLUTION NO. SA 25-03
COUNTY OF RIVERSIDE )ss

CITY OF SAN JACINTO )

A RESOLUTION OF THE SUCCESSOR AGENCY TO THE

REDEVELOPMENT AGENCY OF THE CITY OF SAN JACINTO,

APPROVING A RECOGNIZED OBLIGATION PAYMENT SCHEDULE
PURSUANT TO HEALTH AND SAFETY CODE SECTION 34177(m) FOR THE PERIOD JULY 1, 2026 TO JUNE 30, 2027
WHEREAS, pursuant to Health and Safety Code section 34173(d), the City of San Jacinto (“Successor Agency”) is the successor agency to the dissolved Redevelopment Agency of the City of San Jacinto, confirmed by Resolution No. 3408 adopted on January 9, 2012; and
WHEREAS, pursuant to Health and Safety Code section 34179(a), the Oversight Board is the oversight board to the Successor Agency; and WHEREAS, pursuant to legislation, effective the fiscal year of 2018-19, the County of Riverside has established a Countywide Oversight Board to conduct the business of the Successor Agency’s Oversight Board, which has been dissolved; and WHEREAS, Health and Safety Code Section 34177(m), added by AB 1484, and effective June 27, 2012, requires that the Successor Agency submit an Oversight Board approved “recognized obligation payment schedule” (“ROPS”) for the period July 1, 2026, to June 30, 2027, to the Department of Finance, the State Controller, and the County Auditor-Controller no later than February 1, 2026; and
WHEREAS, the Countywide Oversight Board has required resolutions approved by the Successor Agency for all items submitted to the Oversight Board; and WHEREAS, the Successor Agency has prepared a ROPS covering the period July 1, 2026, to June 30, 2027, and will submit said ROPS to the Oversight Board for approval.

NOW, THEREFORE, BE IT RESOLVED, ordered, and determined by the Successor Agency to the Redevelopment Agency of the City of San Jacinto:

SECTION 1. Recitals. The Recitals preceding this Resolution are true and correct and are incorporated into this Resolution.

SECTION 2. CEQA Compliance. The approval of the ROPS through this Resolution does not commit the Successor Agency to any action that may have a significant effect on the environment. As a result, such action does not constitute a project subject to the requirements of the California Environmental Quality Act.

3.B.2.a
Packet Pg. 174 Attachment: Resolution No. SA 25-03 - ROPS 26-27 (Successor Agency - ROPS 26-27) Resolution No. SA 25-03

SECTION 3. Approval of the ROPS. The Successor Agency hereby approves and adopts the ROPS, in substantially the form attached to this Resolution as Exhibit A, pursuant to Health and Safety Code Section 34177.

SECTION 4. Implementation. The Successor Agency shall submit copies of the ROPS approved by the Oversight Board to the County of Riverside Auditor-Controller, the State of California Controller and the State of California Department of Finance prior to February 1, 2026, and to post the ROPS on the Successor Agency’s website.

SECTION 5. Severability. If any provision of this Resolution or the application of any such provision to any person or circumstance is held invalid, such invalidity shall not affect other provisions or applications of this Resolution that can be given effect without the invalid provision or application, and to this end the provisions of this Resolution are severable. The Successor Agency declares that it would have adopted this Resolution irrespective of the invalidity of any particular portion of this Resolution.

SECTION 6. Certification. The City Clerk of the City of San Jacinto, acting on behalf of the Successor Agency as its Secretary, shall certify to the adoption of this Resolution.

SECTION 7. Effective Date. Pursuant to Health and Safety Code Section 34179(h), all actions taken by the Successor Agency and the Oversight Board may be reviewed by the State of California Department of Finance, and, therefore, this Resolution shall not be effective for five (5) business days after approval by the Oversight Board, pending a request for review by the State of California Department of Finance.

3.B.2.a
Packet Pg. 175 Attachment: Resolution No. SA 25-03 - ROPS 26-27 (Successor Agency - ROPS 26-27) Resolution No. SA 25-03

RESOLUTION NO. SA 25-03
PASSED, APPROVED AND ADOPTED at a regular meeting of the City Council of the City of San Jacinto on the 16
th day of December 2025, by the following vote:

AYES:

NAYS:

ABSENT:

ABSTAIN:

CITY OF SAN JACINTO:
__________________________
Crystal Ruiz, Mayor
ATTEST:
________________________________
Julia Espinoza, City Clerk
APPROVED AS TO FORM:

BEST BEST & KRIEGER, LLP
________________________________
Craig Hayes, City Attorney

3.B.2.a
Packet Pg. 176 Attachment: Resolution No. SA 25-03 - ROPS 26-27 (Successor Agency - ROPS 26-27) Resolution No. SA 25-03

STATE OF CALIFORNIA)
COUNTY OF RIVERSIDE) ss

CITY OF SAN JACINTO)

CERTIFICATION
I, Julia Espinoza, duly appointed City Clerk of the City of San Jacinto, do hereby certify that the foregoing Resolution No. SA 25-03 was duly passed, approved and adopted at a regular meeting of the City Council of the City of San Jacinto on the 16 th day
of December 2025, by the following vote:

AYES:

NAYS:

ABSENT:

ABSTAIN:

WITNESS MY HAND AND OFFICIAL SEAL this 16
th day of December, 2025.
_________________________
Julia Espinoza, City Clerk
City of San Jacinto

3.B.2.a
Packet Pg. 177 Attachment: Resolution No. SA 25-03 - ROPS 26-27 (Successor Agency - ROPS 26-27) Resolution No. SA 25-03

EXHIBIT A

RECOGNIZED OBLIGATION PAYMENT SCHEDULE
(Attached behind this cover page)

3.B.2.a
Packet Pg. 178 Attachment: Resolution No. SA 25-03 - ROPS 26-27 (Successor Agency - ROPS 26-27) Recognized Obligation Payment Schedule (ROPS 26-27) - Summary Filed for the July 1, 2026 through June 30, 2027 Period Successor Agency: SAN JACINTO
County: RIVERSIDE
26-27A Total 26-27B Total
Current Period Requested Funding for Enforceable Obligations (ROPS Detail) (July - December) (January - June) ROPS 26-27 Total A Enforceable Obligations Funded as Follows (B+C+D): $ - $ - $ - B Bond Proceeds - - -
C Reserve Balance - - -
D Other Funds - - -
E Redevelopment Property Tax Trust Fund (RPTTF) (F+G): $ 514,060 $ 113,090 $ 627,150 F RPTTF 489,060 88,090 577,150
G Administrative RPTTF 25,000 25,000 50,000
H Current Period Enforceable Obligations (A+E): $ 514,060 $ 113,090 $ 627,150 Certification of Oversight Board Chairman:

Pursuant to Section 34177 (o) of the Health and Safety code, I Name Title hereby certify that the above is a true and accurate Recognized Obligation Payment Schedule for the above named successor /s/ agency. Signature Date

3.B.2.b
Packet Pg. 179 Attachment: ROPS 26-27 (Successor Agency - ROPS 26-27) San Jacinto Recognized Obligation Payment Schedule (ROPS 26-27) - ROPS Detail July 1, 2026 through June 30, 2027
(Report Amounts in Whole Dollars)

A B C D E F G H I J K L M N O P Q R S T U V W
26-27A (July - December) 26-27B (January - June)
Fund Sources Fund Sources
Item #
Project
Name/Debt
Obligation Obligation Type
Contract/
Agreement
Execution
Date
Contract/
Agreement
Termination
Date Payee
Description/Project
Scope Project Area
Total
Outstanding
Debt or
Obligation Retired
ROPS 26-27
Total
Bond
Proceeds
Reserve
Balance Other Funds RPTTF
Admin
RPTTF 26-27A Total
Bond
Proceeds
Reserve
Balance Other Funds RPTTF
Admin
RPTTF 26-27B Total
$ 5,222,120 $ 627,150 $ - $ - $ - $ 489,060 $ 25,000 $ 514,060 $ - $ - $ - $ 88,090 $ 25,000 $ 113,090 1 2005 Tax
Allocation Bonds
Bonds Issued
On or Before
12/31/10
5/17/2005 8/1/2034 Union Bank Bonds issued to fund
various projects
San Jacinto 5,152,120 N 575,150 487,060 487,060 88,090 88,090 3 Employee Costs Admin Costs 7/1/2025 6/30/2027 Employees - City of San
Jacinto
Administrative Cost
Allowance - Payroll &
benefits
San Jacinto 20,536 N 20,536 10,268 10,268 10,268 10,268 7 Contract for
consulting
services
Admin Costs 7/1/2025 6/30/2027 Best Best &
Krieger, LLP
Legal counsel San Jacinto 10,000 N 10,000 5,000 5,000 5,000 5,000 9 Contract for
fiscal agent
services
Fees 5/17/2005 8/1/2034 Union Bank Fiscal agent services related to Bond debt
San Jacinto 20,000 N 2,000 2,000 2,000 0
11 Administrative
costs
Admin Costs 7/1/2025 6/30/2027 Various vendors Administrative Cost Allowance -
Miscellaneous costs
San Jacinto 19,464 N 19,464 9,732 9,732 9,732 9,732

3.B.2.b
Packet Pg. 180 Attachment: ROPS 26-27 (Successor Agency - ROPS 26-27)

A B C D E F G H
Reserve Balance Other Funds RPTTF
Bonds issued on or
before 12/31/10
Bonds issued on or
after 01/01/11
Prior ROPS RPTTF
and Reserve
Balances retained
for future period(s)
Rent,
Grants,
Interest, etc.

Non-Admin
and
Admin
1 Beginning Available Cash Balance (Actual 07/01/23)
RPTTF amount should exclude "A" period distribution amount 503,215 (629,067)
GL Balance less $444,243 from Line 2 (received
in 06/23)
2 Revenue/Income (Actual 06/30/24)
RPTTF amount should tie to the ROPS 23-24 total distribution from the County Auditor-Controller
8,026 582,800
RPTTF received 06/23 and 01/24 for ROPS 23-
24 3 Expenditures for ROPS 23-24 Enforceable Obligations (Actual 06/30/24)
605,190
4 Retention of Available Cash Balance (Actual 06/30/24) RPTTF amount retained should only include the amounts distributed as reserve for future period(s)
5 ROPS 23-24 RPTTF Prior Period Adjustment
RPTTF amount should tie to the Agency's ROPS 23-24 PPA form submitted to the CAC
6 Ending Actual Available Cash Balance (06/30/24)
C to F = (1 + 2 - 3 - 4), G = (1 + 2 - 3 - 4 - 5)
$ 0 $ 0 $ 0 $ 511,241 $ (651,457)
No entry required
San Jacinto Recognized Obligation Payment Schedule (ROPS 26-27) - Report of Cash Balances July 1, 2023 through June 30, 2024
(Report Amounts in Whole Dollars)
Pursuant to Health and Safety Code section 34177 (l), Redevelopment Property Tax Trust Fund (RPTTF) may be listed as a source of payment on the ROPS, but only to the extent no other funding source is available or when payment from property tax revenues is required by an enforceable obligation. For tips on how to complete the Report of Cash Balances Form, see Cash Balance Tips Sheet.

ROPS 23-24 Cash Balances
(07/01/23 - 06/30/24)
Fund Sources
Comments
Bond Proceeds

3.B.2.b
Packet Pg. 181 Attachment: ROPS 26-27 (Successor Agency - ROPS 26-27) Item # Notes/Comments
San Jacinto Recognized Obligation Payment Schedule (ROPS 26-27) - Notes July 1, 2026 through June 30, 2027

3.B.2.b
Packet Pg. 182 Attachment: ROPS 26-27 (Successor Agency - ROPS 26-27) December 16, 2025
TO: City Council
REQUESTED BY: Stuart McKibbin, City Engineer
APPROVED BY: Robert A. Johnson, City Manager
SUBJECT: Summary Vacation of a Portion of the Oostdam Drive Public Right-ofWay Easement RECOMMENDATION:

The Planning Commission recommends that the City Council adopt Resolution No. 4106, thereby determining, finding, and ordering:

1. DETERMINING that the summary vacation is exempt from the California Environmental Quality Act (CEQA) pursuant to CEQA Guidelines Sections 15061(b)(3) (common-sense exemption) and 15305 (Class 5, Minor Alterations in Land Use Limitations); and further determining that no subsequent review is required pursuant to CEQA Guidelines Section 15162, as the subdivision and its associated improvements were previously analyzed in the Mitigated Negative Declaration for Tentative Tract Map 38339;

2. ACKNOWLEDGING that the Planning Commission, acting as the City’s planning agency, found the proposed vacation to be in conformance with the Envision San Jacinto General Plan on December 9, 2025, pursuant to California Streets and Highways Code Section 8313 and Government Code Section 65402;

3. FINDING that the summary vacation meets the criteria for summary vacation under California Streets and Highways Code Sections 8330 through 8336, including that the right-of-way has not been used for vehicular travel for at least five consecutive years, no public funds have been expended for its maintenance, the segment is excess and not required for street or highway purposes, and the vacation will not cut off access to any adjoining property;

4. ORDERING the summary vacation of the portion of Oostdam Drive public right-of-way as depicted in the attached Plat and Legal Description, and DIRECTING the City Clerk to record the Resolution of Vacation with the Riverside County Recorder.

DISCUSSION:

On June 27, 2023, the Planning Commission conditionally approved Tentative Tract Map (TTM) 38339 for the development of 76 single-family residential lots on approximately 20 acres. The property was subsequently acquired by D.R. Horton, the final map was recorded, and construction is actively underway with more than 50 homes completed. As part of the conditions

4.1 Packet Pg. 183
of approval for TTM 38339, the developer is required to vacate a remnant portion of Oostdam Drive that is no longer needed for public street purposes based on the revised circulation system approved with the tract.

A public right-of-way may be vacated by the City Council after making the required findings and following the procedures outlined in California Streets and Highways Code Sections 8300 et seq.

Under Sections 8330 through 8336, a legislative body may summarily vacate a public right-ofway if certain criteria are met, including but not limited to:
(1) does not cut off all access to property adjoining the street; (2) the easement has been superseded by relocation;
(3) the right-of-way has not been used for the past five consecutive years for vehicular travel and no public money has been used for its maintenance;
(4) the right-of-way has been determined to be excess by the City and there are no other public facilities located within it;
(5) the right-of-way is not required for street or highway purposes; (6) the right-of-way does not contain public utility facilities that are in use or would be affected by the vacation.

Before the City Council may act on a proposed street vacation, the request must first be reviewed by the Planning Commission in its role as the City’s designated “planning agency.” Pursuant to Streets and Highways Code Section 8313 and Government Code Section 65402, the Planning Commission is required to determine whether the proposed vacation is in conformance with the City’s General Plan. Government Code Section 65402 further provides that no real property may be vacated, abandoned, acquired, or disposed of unless the Planning Commission has reviewed the proposed action and reported upon its consistency with the adopted General Plan.

On December 9, 2025, the Planning Commission completed this review and adopted PC Resolution No. 25-03, finding that the proposed vacation of a portion of Oostdam Drive is consistent with the Envision San Jacinto General Plan 2040. With this determination complete, the City Council may now proceed to consider the summary vacation under the Streets and Highways Code.

ANALYSIS:

Oostdam Drive was originally constructed as part of Tract 31294, a 37-lot subdivision bounded by Oostdam Drive, Seventh Street, Ivy Crest Drive, and an undeveloped field to the west. As part of that tract, the eastern portion of Oostdam Drive was built between Ivy Crest Drive and Wildrose Circle, with a short extension pushing west toward the tract boundary. The intent at the

4.1 Packet Pg. 184
time was for future subdivisions to continue that roadway westward to create an east-west connection between Ivy Crest Drive and Kirby Street. However, no subsequent development occurred to complete the connection, and the street extension remained a partially improved stub for nearly twenty years.

When TTM 38339 was proposed, the developer introduced a revised circulation plan for the area. Instead of extending Oostdam Drive directly west, the east-west connection was shifted northward through the interior of the new subdivision before connecting to Kirby Street. This revised alignment incorporates a series of curves and intersections that naturally slow vehicle speeds, reduce the likelihood of cut-through traffic, and promote safer neighborhood circulation.

The design avoids reliance on physical traffic-calming devices such as speed bumps or humps, which can interfere with emergency response and often generate noise and maintenance issues for nearby residents. The circulation system approved through TTM 38339 therefore provides a more effective and sustainable approach to neighborhood traffic management.

Under the approved subdivision, Oostdam Drive now terminates at Wildrose Circle in a “T” intersection, and the 3,168-square-foot segment west of Wildrose Circle is no longer needed for public access or circulation. Although these minor improvements were constructed as part of Tract 31294, the complete roadway extension was never opened for vehicular travel, served no functional purpose, no public money has been used for its maintenance, and has now been removed as part of the TTM 38339 improvements. Vacating this remnant right-of-way will not cut off all access to property adjoining the easement, alter circulation patterns, or diminish the City’s roadway network. Once vacated, the excess land will revert to the adjacent property owner at 606 Wildrose Circle. This eliminates unnecessary City maintenance obligations and liability while allowing those resources to be allocated to other public purposes.

ENVIRONMENTAL ANALYSIS:

The proposed summary vacation of a portion of Oostdam Drive is exempt from the California Environmental Quality Act. The action is administrative in nature and does not authorize or require any new physical changes to the environment beyond those already approved and constructed under TTM 38339.

As part of Tract 38339, the existing roadway, curb, gutter, and sidewalk within the subject segment were removed, and the improvements were limited in scope. The segment of Oostdam Drive at issue was never opened for vehicular travel as it terminated approximately 109 feet west of Wildrose Circle. Vacating this excess right-of-way will not change traffic patterns, circulation, or development intensity in the area.

The project qualifies for the common-sense exemption under CEQA Guidelines Section 15061(b)(3) because there is no possibility that vacating this unused and already modified segment of right-of-way will result in a significant environmental effect.

The project also qualifies for the Class 5 categorical exemption for Minor Alterations in Land Use Limitations under CEQA Guidelines Section 15305, as the action involves a minor change

4.1 Packet Pg. 185
to the public right-of-way boundary that does not create or expand any use, density, or development potential.

In addition, the subdivision was previously analyzed in the Mitigated Negative Declaration prepared for TTM 38339, and none of the conditions requiring additional environmental review under CEQA Guidelines Section 15162 are present. The vacation does not involve new impacts, more severe impacts, or changed circumstances beyond what has already been evaluated.

For these reasons, the vacation is exempt from CEQA and no further environmental review is required.

FISCAL IMPACT:

Vacating this excess segment of public right-of-way removes a remnant easement from the City’s inventory, eliminating ongoing maintenance responsibilities and reducing long-term liability exposure. Any costs associated with processing and recording the vacation are minimal and absorbed within existing department budgets. No additional appropriations are required.

ATTACHMENTS:

Resolution No. 4106
Exhibit "B"
Tract 38339
Tract 31294
General Plan Map
Zoning Map
Location Map
PC Resolution No. 25-03

4.1 Packet Pg. 186
Resolution No. 4106

STATE OF CALIFORNIA RESOLUTION NO. 4106

COUNTY OF RIVERSIDE

CITY OF SAN JACINTO

A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF

SAN JACINTO, CALIFORNIA, ORDERING THE SUMMARY

VACATION AND CONVEYANCE OF A PORTION OF THE

OOSTDAM DRIVE RIGHT-OF-WAY
WHEREAS, the City of San Jacinto (“City”) is a municipal corporation and general law city organized pursuant to Article XI of the California Constitution; and WHEREAS, the City holds a public right-of-way easement for street and public utility purposes over a portion of Oostdam Drive consisting of approximately 3,168 square feet located west of Wildrose Circle (“Subject Property”), as depicted on Exhibit “B” attached hereto and incorporated herein; and
WHEREAS, the Subject Property was originally constructed as part of Tract 31294, which included a partial westward extension of Oostdam Drive intended to provide a future connection between Ivy Crest Drive and Kirby Street; however, no subsequent subdivision extended the roadway, and the segment remained incomplete, unused, and not open for vehicular travel for nearly twenty years; and
WHEREAS, Tentative Tract Map 38339 was subsequently approved and recorded with a revised neighborhood circulation plan redirecting the east–west connection northward through the subdivision before connecting to Kirby Street, thereby eliminating the need for the roadway segment constructed under Tract 31294; and WHEREAS, the improvements within the Subject Property were removed as part of the construction of Tract 38339 and the segment has not been used for vehicular travel nor maintained with public funds for more than five consecutive years; and WHEREAS, the California Streets and Highways Code Section 8331 allows for the legislative body of a local agency to summarily vacate a street or highway if both of the following conditions exist: (a) For a period of five consecutive years, the street or highway has been impassable for the vehicular travel and (b) No public money as expended for maintenance on the street or highway during such period; and

4.1.a
Packet Pg. 187 Attachment: Resolution No. 4106 (Summary Vacation of a Portion of the Oostdam Drive Public Right-of-Way Easement) Resolution No. 4106

WHEREAS, pursuant to California Constitutional Article XI, Section 5, Government Code 37350 and 37351, AND California Streets and Highways Code 8355, the City may dispose of real property for the benefit of the city, common benefit, and which is no longer needed by the public; and
WHEREAS, in accordance with California Streets and Highways Code Section 8356(a), the legislative body of the local agency may, by resolution convey by deed its interest in the street or highway vacated to the owners of the lands adjacent to or fronting the street or highway.

WHEREAS, the City has determined that the Subject Property is excess right-ofway, does not cut off all access to property adjoining the street and is not required for present or future street or highway purposes and contains no utility facilities or public facilities requiring retention; and
WHEREAS, on December 9, 2025, the Planning Commission adopted Resolution No. PC 25-03 finding that the proposed vacation of the Subject Property is in conformance with the General Plan 2040, pursuant to Streets and Highways Code Section 8313; and WHEREAS, notice of the public hearing was provided in accordance with Government Code Section 65090, including mailed notice to property owners within 300 feet of the project and publication in a newspaper of general circulation, and the City Council has considered all evidence presented, including the staff report, the Planning Commission recommendation, and public testimony; and
WHEREAS, the City Council now desires to summarily vacate the Subject Property and convey the vacated right-of-way to the adjacent landowner as authorized by the Streets and Highways Code.

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

Section 1. Recitals That the above recitals and the findings contained and referenced therein are true and correct and are incorporated herein by this reference.

4.1.a
Packet Pg. 188 Attachment: Resolution No. 4106 (Summary Vacation of a Portion of the Oostdam Drive Public Right-of-Way Easement) Resolution No. 4106

Section 2. Findings – Summary Vacation. The City Council finds and determines as follows:
(a) The Subject Property has not been used for vehicular travel for at least five consecutive years, and no public funds have been expended on its maintenance during that period (Streets & Highways Code §8331).
(b) The Subject Property has been determined by the City to be excess right-ofway, is no longer required for street or highway purposes due to the approved circulation system within Tract 38339, and contains no public facilities requiring retention (Streets & Highways Code §§8333, 8334).
(c) The vacation will not cut off access to any property and will not affect any public utility easement (Streets & Highways Code §8330).

SECTION 3. Order of Vacation. The City Council hereby orders the summary vacation of the portion of the Oostdam Drive right-of-way described and depicted in Exhibit “B.”
SECTION 4. Conveyance of Vacated Right-of-Way. Pursuant to Streets & Highways Code Section 8356(a), the City Council authorizes the conveyance of the City’s interest in the vacated right-of-way to the adjacent property owner by quitclaim deed. The City Manager is authorized to execute the deed and all documents necessary to complete the conveyance, subject to approval as to form by the City Attorney.

Section 5. CEQA Determination. The City Council finds that the proposed summary vacation is exempt from the California Environmental Quality Act (“CEQA”) pursuant to CEQA Guidelines Sections 15061(b)(3) (common-sense exemption) and 15305 (Class 5, Minor Alterations in Land Use Limitations). Further, no subsequent review is required under CEQA Guidelines Section 15162, as the subdivision and related improvements were previously analyzed in the Mitigated Negative Declaration for Tentative Tract Map 38339 and the vacation does not create new or more severe environmental impacts.

Section 6. Severability. That the City Council declares that should any provision, section, paragraph, sentence or word of this Resolution be rendered or declared invalid by any final court action in a court of competent jurisdiction or by reason of any preemptive legislation, the remaining provisions, sections, paragraphs, sentences, or words of this Resolution as hereby adopted shall remain in full force and effect.

4.1.a
Packet Pg. 189 Attachment: Resolution No. 4106 (Summary Vacation of a Portion of the Oostdam Drive Public Right-of-Way Easement) Resolution No. 4106

Section 7. Repeal of Conflicting Provisions. That all the provisions heretofore adopted by the City Council that are in conflict with the provisions of this Resolution, are hereby repealed.

Section 8. Effective Date. That this Resolution shall take effect immediately upon its adoption.

PASSED AND ADOPTED by the City Council of the City of San Jacinto, State of California, this 16th day of December 2025, by the following vote:

AYES:

NAYS:

ABSENT:

ABSTAIN:

CITY OF SAN JACINTO:

Crystal Ruiz, Mayor
ATTEST:

Julia Espinoza, City Clerk
APPROVED AS TO FORM:

BEST, BEST & KRIEGER, LLP.

Craig Hayes, City Attorney

4.1.a
Packet Pg. 190 Attachment: Resolution No. 4106 (Summary Vacation of a Portion of the Oostdam Drive Public Right-of-Way Easement) Resolution No. 4106

CERTIFICATION

STATE OF CALIFORNIA

COUNTY OF RIVERSIDE

CITY OF SAN JACINTO
I, Julia Espinoza, City Clerk of the City of San Jacinto, DO HEREBY CERTIFY that the foregoing Resolution No. 4106 was passed, approved, and adopted at the Regular Meeting of the San Jacinto City Council held on the 16th day of December 2025, by the following vote:

AYES:

NAYS:

ABSENT:

ABSTAIN:

WITNESS MY HAND AND OFFICIAL SEAL this 16th day of December 2025.

Julia Espinoza, City Clerk
City of San Jacinto

4.1.a
Packet Pg. 191 Attachment: Resolution No. 4106 (Summary Vacation of a Portion of the Oostdam Drive Public Right-of-Way Easement) 4/11/2025

4.1.b
Packet Pg. 192 Attachment: Exhibit "B" (Summary Vacation of a Portion of the Oostdam Drive Public Right-of-Way Easement)

4.1.b
Packet Pg. 193 Attachment: Exhibit "B" (Summary Vacation of a Portion of the Oostdam Drive Public Right-of-Way Easement)

4.1.c
Packet Pg. 194 Attachment: Tract 38339 (Summary Vacation of a Portion of the Oostdam Drive Public Right-of-Way Easement)

4.1.d
Packet Pg. 195 Attachment: Tract 31294 (Summary Vacation of a Portion of the Oostdam Drive Public Right-of-Way Easement)

4.1.d
Packet Pg. 196 Attachment: Tract 31294 (Summary Vacation of a Portion of the Oostdam Drive Public Right-of-Way Easement)

4.1.d
Packet Pg. 197 Attachment: Tract 31294 (Summary Vacation of a Portion of the Oostdam Drive Public Right-of-Way Easement)

MYSTIC TRL

RANCH MADRINA TRL

WARWICK ST

SONORA TRL

THUNDER TRL

HOLSTEINER CIR

CLYDESDALE CT

PERCHERON CT

SHETLAND CT

WILDFLOWER LN

PADDOCK WAY STELLA LN

WINDING TRL

KIRBY ST

ROSE THORN CIR

WILDROSE CIR

SADDLE RANCH TRL

OOSTDAM DR

IVY CREST DR
7TH ST
¯
436-520-037/436-821-001
General Plan Land Use Map
Land Use Designation
LDR: Low Density Residential
Subject Site

4.1.e
Packet Pg. 198 Attachment: General Plan Map (Summary Vacation of a Portion of the Oostdam Drive Public Right-of-Way Easement)

MYSTIC TRL

RANCH MADRINA TRL

WARWICK ST

SONORA TRL

THUNDER TRL

HOLSTEINER CIR

CLYDESDALE CT

PERCHERON CT

SHETLAND CT

WILDFLOWER LN

PADDOCK WAY STELLA LN

WINDING TRL

KIRBY ST

ROSE THORN CIR

WILDROSE CIR

SADDLE RANCH TRL

OOSTDAM DR

IVY CREST DR
7TH ST
¯
Oostdam Vacation (VAC25-0002)
Zoning Map
Subject Site
Residential Zones
RL - Residential, Low Density

4.1.f
Packet Pg. 199 Attachment: Zoning Map (Summary Vacation of a Portion of the Oostdam Drive Public Right-of-Way Easement)

MYSTIC TRL

RANCH MADRINA TRL

WARWICK ST

SONORA TRL

THUNDER TRL

HOLSTEINER CIR

CLYDESDALE CT

PERCHERON CT

SHETLAND CT

WILDFLOWER LN

PADDOCK WAY STELLA LN

WINDING TRL

KIRBY ST

ROSE THORN CIR

WILDROSE CIR

SADDLE RANCH TRL

OOSTDAM DR

IVY CREST DR
7TH ST
¯
Oostdam Vacation (VAC25-0002)
Location Map
Subject Site

4.1.g
Packet Pg. 200 Attachment: Location Map (Summary Vacation of a Portion of the Oostdam Drive Public Right-of-Way Easement) STATE OF CALIFORNIA ) PC RESOLUTION NO. 25-03
COUNTY OF RIVERSIDE ) ss

CITY OF SAN JACINTO )

A RESOLUTION OF THE PLANNING COMMISSION OF

THE CITY OF SAN JACINTO, CALIFORNIA, FINDING THE

SUMMARY VACATION OF A PORTION OF THE

OOSDTDAM DRIVE RIGHT-OF-WAY TO BE IN
CONFORMANCE WITH THE CITY OF SAN JACINTO’S

GENERAL PLAN
WHEREAS, the City of San Jacinto (“City”) received an application from D.R.

Horton requesting the summary vacation of a portion of Oostdam Drive (“Excess ROW”) in order to comply with the conditions of approval for Tentative Tract Map 38339; and WHEREAS, the segment of Oostdam Drive proposed for vacation was originally constructed as part of Tract 31294, which created 37 lots between Oostdam Drive, Seventh Street, and Ivy Crest Drive, and included a short roadway extension intended to eventually provide an east–west connection between Ivy Crest Drive and Kirby Street; and
WHEREAS, no subsequent development extended Oostdam Drive to Kirby Street, resulting in a partially improved, unused roadway stub west of Wildrose Circle that remained incomplete for nearly twenty years; and
WHEREAS, Tentative Tract Map 38339 introduced a revised circulation system that redirected the east–west neighborhood connection northward through the new subdivision before connecting to Kirby Street, thereby eliminating the need for the original roadway extension shown on Tract 31294; and
WHEREAS, the improvements within the Excess ROW were removed as part of the construction of Tract 38339, the remaining segment was never opened for vehicular access, and the City has determined that this right-of-way is no longer necessary for present or future street or highway purposes; and
WHEREAS, the Excess ROW qualifies for summary vacation under California Streets and Highways Code sections 8330 through 8336, because: (1) the segment has not been used for vehicular travel for five consecutive years and has not been maintained with public funds; (2) the segment has been determined to be excess right-of-way and contains no public facilities requiring retention; and (3) the right-of-way is not required for street or highway purposes due to the revised, approved circulation system; and WHEREAS, pursuant to California Government Code Section 65402(a) and California Streets and Highways Code Section 8313, the Planning Commission is required to review the proposed right-of-way vacation and determine whether the action is in conformance with the City’s General Plan before the City Council may act on the request; and

4.1.h
Packet Pg. 201 Attachment: PC Resolution No. 25-03 (Summary Vacation of a Portion of the Oostdam Drive Public Right-of-Way Easement) WHEREAS, notice of the public hearing was provided in accordance with Government Code Section 65090, including mailed notice to property owners within 300 feet of the project site and publication in a newspaper of general circulation, and the matter was duly noticed for consideration by the Planning Commission on December 9, 2025; and
WHEREAS, all other legal prerequisites to the adoption of this Resolution have occurred.

NOW, THEREFORE, BE IT RESOLVED, BY THE PLANNING COMMISSION OF THE CITY OF SAN JACINTO:

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

SECTION 2. General Plan Conformance Findings. The Planning Commission finds that the summary vacation of a portion of Oostdam Drive is in conformance with the Envision San Jacinto General Plan based on the following policies and goals:

Goal HE-2. Provide adequate sites for new residential construction to meet the needs of all segments of the community while promoting the character of the City.

The vacation facilitates the orderly buildout of Tentative Tract Map 38339 and removes an unused roadway stub, improving neighborhood character and supporting efficient residential development.

Policy LU-2.1: Plan for New Development. Ensure that new development corresponds to the provision of infrastructure, public services, and community facilities, and that new development funds and constructs its fair share of improvements.

The improved circulation network within TTM 38339 has been completed, and the excess right-of-way is no longer needed. Vacating the remnant segment ensures the public system contains only necessary improvements consistent with the approved subdivision.

Policy M-1.1: Balanced Circulation System. Provide for a balanced circulation system that promotes the safe and efficient movement of people and goods throughout the City.

The revised circulation system within TTM 38339 provides the appropriate east–west neighborhood connection, rendering the unused segment unnecessary and maintaining a safe, efficient local street network.

Policy M-1.8: Traffic Calming. Encourage programming and design strategies to maintain safe vehicular speeds on roadways, including traffic calming measures, where applicable.

4.1.h
Packet Pg. 202 Attachment: PC Resolution No. 25-03 (Summary Vacation of a Portion of the Oostdam Drive Public Right-of-Way Easement) The approved circulation layout for TTM 38339 includes geometric design features that naturally calm traffic, reduce cut-through activity, and enhance neighborhood safety.

Vacating the unused roadway segment supports these design objectives.

Based on these findings, the proposed vacation is consistent with the Envision San Jacinto General Plan and meets the requirements of Streets and Highways Code Section 8313 and Government Code Section 65402.

SECTION 3. Streets & Highways Code Findings. The proposed vacation meets the requirements for summary vacation under California Streets and Highways Code Sections 8330–8336 for the reasons stated in the recitals.

SECTION 4. Public Hearing. The Planning Commission conducted a properly noticed public hearing on December 9, 2025, received all public testimony, and reviewed all evidence presented.

SECTION 5. CEQA. The Planning Commission finds that the proposed summary vacation is exempt from the California Environmental Quality Act (“CEQA”) pursuant to CEQA Guidelines Sections 15061(b)(3) (common-sense exemption) and 15305 (Class 5, Minor Alterations in Land Use Limitations). Further, no subsequent review is required under CEQA Guidelines Section 15162, as the subdivision and related improvements were previously analyzed in the Mitigated Negative Declaration for Tentative Tract Map 38339 and the vacation does not create new or more severe environmental impacts.

SECTION 6. Effective Date. This Resolution shall become effective upon its adoption.

PASSED, APPROVED, AND ADOPTED at a regular meeting of the Planning Commission of the City of San Jacinto on the 9th day of December 2025, by the following vote:

AYES: 3 (Petterson, Jones, Scott)
NAYS: 0
ABSENT: 2 (Gagnepain, Awad)
ABSTAIN: 0
CITY OF SAN JACINTO:
____________________________
Planning Commission Chair
City of San Jacinto
ATTEST:
______________________________
Planning Commission Secretary
City of San Jacinto

4.1.h
Packet Pg. 203 Attachment: PC Resolution No. 25-03 (Summary Vacation of a Portion of the Oostdam Drive Public Right-of-Way Easement) December 16, 2025
TO: City Council
REQUESTED BY: Tom Prill, Deputy City Manager
APPROVED BY: Robert A. Johnson, City Manager
SUBJECT: Investment Portfolio Review with Advisors
RECOMMENDATION:

Staff recommends that the City Council receive and file the Investment Portfolio Review.

DISCUSSION:

In May 2012, the City Council approved the use of two Investment Advisors to control a portfolio of $10 million each. Chandler Asset Management has maintained one portfolio for 10 years and 4 months, while Public Trust Advisors (formerly BLX) has maintained another portfolio for 10 years.

Chandler will be in attendance to make a brief presentation (attached) and to answer questions from the City Council. PTA was not available to attend this Council meeting.

FISCAL IMPACT:

There is no fiscal impact.

ATTACHMENTS:

Investment Report - 09-30-25

5.1 Packet Pg. 204

INVESTMENT REPORT
City of San Jacinto California | As of September 30, 2025 CHANDLER ASSET MANAGEMENT | chandlerasset.com
Chandler Team:

For questions about your account, please call (800) 317-4747, or contact [email protected]
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 at the end of the statement.

5.1.a
Packet Pg. 205 Attachment: Investment Report - 09-30-25 (Investment Portfolio Review with Advisors)

TABLE OF CONTENTS

ECONOMIC UPDATE

ACCOUNT PROFILE

PORTFOLIO HOLDINGS

TRANSACTIONS
1 5.1.a
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ECONOMIC UPDATE
2 5.1.a
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

The Federal Government shutdown that began on October 1st has halted the release of key economic data as agencies remain closed. At the same time, heightened trade policy uncertainty has added to market volatility. Core levels of inflation remain above the Federal Reserve’s target, while tariffs continue to cloud forecasts. Signs of a softer labor market are emerging, prompting expectations that the Fed will move cautiously toward policy normalization. Given the economic outlook, we expect gradual normalization of monetary policy and a steepening yield curve.

The Federal Reserve lowered the Federal Funds Rate a quarter percentage point to the range of 4.00 – 4.25% upon conclusion of the September Federal Open Market Committee meeting. The move was telegraphed by the Fed and in line with market expectations. Stephen Miran was the only opposing vote in the 11-1 decision as Governor Miran called for a larger 50 basis point rate cut. Chair Powell said concerns over signs of a softening labor market prompted the policy shift. Policymakers also updated their economic forecasts penciling in two additional quarter-point cuts through year-end.

The US Treasury yield curve flattened in September, as the 2-year Treasury yield declined 13 basis points to 3.57%, the 5-year Treasury also down 13 basis points to 3.66%, and the 10-year Treasury yield declined 14 basis points to 4.12%. The spread between the 2-year and 10- year Treasury yield points on the curve decreased to +54 basis points at September month-end versus +61 basis points at August monthend. The spread between the 2-year Treasury and 10-year Treasury yield one year ago was +14 basis points. The spread between the 3- month and 10-year Treasury yield points on the curve was +21 basis points in September versus +8 basis points in August.

ECONOMIC UPDATE
3 5.1.a
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-200
0 200
400
600
800
1,000
MOM Change In Thousands (000's)
Nonfarm Payroll (000's)
Non-farm Payroll (000's)
3-month average (000's)

0.0%

5.0%

10.0%

15.0%

20.0%

25.0%
Unemployment Rate
Underemployment Rate (U6)
Unemployment Rate (U3)
Rate (%)
The U.S. economy added just 22,000 jobs in August, falling short of consensus expectations and punctuating the softening trend in the labor market. The three-month moving average and six-month moving average payrolls totaled 29,000 and 64,000 respectively. The unemployment rate rose to 4.3% in August from 4.2% in July. The labor participation rate inched up to 62.3%, remaining below the prepandemic level of 63.3%. The U-6 underemployment rate, which includes those who are marginally attached to the labor force and employed part time for economic reasons jumped to 8.1% in August from 7.9% in July. Average hourly earnings fell to 3.7% year-over-year from 3.9% last month.

Source: US Department of Labor Source: US Department of Labor

EMPLOYMENT
4 5.1.a
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4,000
6,000
8,000
10,000
12,000
14,000
Job Openings
Recession
Historical Average
In Thousands (000's)
The Labor Department’s Job Openings and Labor Turnover Survey (JOLTS) showed a modest increase to 7.227 million new job openings in August from 7.2 million in July. The quits rate and layoffs remained relatively stable. Job openings indicate a ratio of approximately 1 job for each unemployed individual, representing a relatively balanced labor market.

Source: US Department of Labor

JOB OPENINGS & LABOR TURNOVER SURVEY
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0.0%

1.0%

2.0%

3.0%

4.0%

5.0%

6.0%

7.0%

8.0%

9.0%

10.0%
Consumer Price Index (CPI)
CPI YOY % Change
Core CPI YOY % Change
YOY (%) Change

0.0%

1.0%

2.0%

3.0%

4.0%

5.0%

6.0%

7.0%

8.0%

9.0%

10.0%
Personal Consumption Expenditures (PCE)
PCE Price Deflator YOY % Change
PCE Core Deflator YOY % Change
Fed Target
YOY (%) Change
Despite the Federal Government shutdown, the Bureau of Labor Statistics released the Consumer Price Index (CPI) data for September on October 24th. Both headline and core measures came in below estimates. Headline CPI edged up 0.3% from August and 3.0% on an annual basis, while core CPI was up 0.2% from the prior month and 3.0% on an annual basis. The release was essential as third-quarter CPI data is used by the Social Security Administration to calculate the annual COLA, i.e. the cost-of-living adjustment. Other US Government data releases continue to be impacted by the shutdown.

Source: US Department of Labor Source: US Department of Commerce

INFLATION
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0.0%

10.0%

20.0%

30.0%

40.0%

50.0%

60.0%
Retail Sales YOY % Change
YOY (%) Change
Advance Retail Sales showed continued strength jumping 0.6% in August as July data was also revised up to 0.6% month-over-month. The increase elevated retail sales to 5.0% on an annual basis after jumping 4.1% year-over-year in July. Back-to-school shopping was a likely catalyst as online shopping, clothing, and sporting goods saw some of the largest increases. Control group sales, which feed into GDP, also jumped 0.74% in August from the prior month. The Conference Board’s Consumer Confidence Index fell to 94.2 in September from a revised 97.8 in August, marking the lowest level since April 2025. Measures of current conditions and future expectations fell, signaling weaker sentiment toward employment and income. Consumers have remained resilient, but rising debt burdens, higher delinquency rates, lingering inflation worries, and emerging signs of labor market cooling could weigh on future spending. 0 20
40 60
80 100
120
140
160
Index Level
Consumer Confidence
Recession
Source: US Department of Commerce Source: The Conference Board All time high is 144.70 (1/31/00); All time low is 25.30 (2/28/09)

CONSUMER
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-20.0%
-15.0%
-10.0%
-5.0%

0.0%

5.0%

10.0%

15.0%
Leading Economic Indicators (LEI)
Recession
YOY (%) Change
-1.00
-0.75
-0.50
-0.25

0.00 0.25

0.50 0.75

1.00 Chicago Fed National Activity Index (CFNAI)
Recession
3 Month Average
The Conference Board’s Leading Economic Index (LEI) fell by 0.5% in August, following a 0.1% increase in July. The LEI decreased by 3.6% year-over-year. The Conference Board is expecting economic growth to slow in the second half of 2025 due to consumer pessimism, soft manufacturing new orders, and negative impacts from tariffs. The Chicago Fed National Activity Index (CFNAI) came in at -0.12% in August after a downwardly revised -0.28 in July, indicating that economic momentum remained below its historical trend for the fifth consecutive month. The three-month moving average shows a similar trend at -0.18 in August from -0.20 in the prior month signaling ongoing below-trend growth in national economic activity.

Source: The Conference Board Source: Federal Reserve Bank of Chicago

LEADING INDICATORS OF ECONOMIC ACTIVITY
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400
600
800
1,000
1,200
1,400
1,600
1,800
2,000
2,200
2,400
In Thousands of Units
Annualized Housing Starts
Multi Family Housing Starts
Single Family Housing Starts
Housing starts dropped 8.5% in August to 1.307 million units, marking a pullback amid elevated inventory levels and a softening labor market. Single-family starts fell 7.0% in August to 890,000 units, hitting their lowest level since July 2024. The S&P Cotality Case Shiller 20- City Home Price Index recorded a 0.07% month-over-month decline in July, marking the fifth consecutive month of losses, while still posting a modest year-over-year gain of 1.8%. Persistently high asking prices and elevated mortgage rates have continued to challenge affordability, contributing to the recent cooling across the housing market. However, the Freddie Mac 30-year fixed mortgage rate continued recent declines to 6.3% as of September.

Source: US Department of Commerce Source: S&P
-20.0%
-16.0%
-12.0%
-8.0%
-4.0%

0.0%

4.0%

8.0%

12.0%

16.0%

20.0%

24.0%
S&P/Case-Shiller 20 City Composite Home Price Index
Recession
YOY (%) Change

HOUSING
9 5.1.a
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50 55
60 65
70 Institute of Supply Management (ISM) Surveys
ISM Manufacturing ISM Services

EXPANDING

CONTRACTING
Manufacturing activity contracted at a slightly slower rate as the Institute for Supply Management (ISM) Manufacturing Index edged up to

49.1 in September, from 48.7 in August yet remaining below the expansion threshold, signaling the seventh consecutive month of contraction in the manufacturing sector. Production growth factored into the gain, although drops in new orders and inventories offset the increase. The ISM Services Index fell to 50.0 in September from 52.0 in August, which is the breakeven point between expansion and contraction. The 2.0-point decline generally indicated moderate to weak growth, with only isolated reports of supplier delivery delays.

Employment remained in contraction territory, reflecting delayed hiring plans and ongoing challenges in finding qualified workers.

Source: Institute for Supply Management

SURVEY BASED MEASURES
10 5.1.a
Packet Pg. 215 Attachment: Investment Report - 09-30-25 (Investment Portfolio Review with Advisors) Components of GDP 9/24 12/24 3/25 6/25

2.7% 2.6% 0.4% 1.7%

0.2% -1.3% 3.8% -2.7%
-0.4% -0.1% -4.7% 4.8%

0.5% 0.3% -0.4% -0.4%

0.4% 0.3% 0.2% 0.3%

3.4% 1.9% -0.6% 3.8%
Personal Consumption Expenditures
Gross Private Domestic Investment
Net Exports and Imports
Federal Government Expenditures
Total
State and Local (Consumption and Gross
Investment)
-40.0%
-30.0%
-20.0%
-10.0%

0.0%

10.0%

20.0%

30.0%

40.0%
Gross Domestic Product (GDP)
GDP QOQ % Change
GDP YOY % Change
Source: US Department of Commerce Source: US Department of Commerce In a sharp rebound from the first quarter, real GDP increased at an annualized rate of 3.8% in the second quarter of 2025 according to the final data revision from the Bureau of Economic Analysis. The increase in real GDP in the second quarter was driven by the drop in imports following the significant rise in the first quarter in anticipation of higher tariffs and an increase in consumer spending. The consensus projection calls for 1.7% growth for the third quarter and 1.8% for the full year 2025.

GROSS DOMESTIC PRODUCT (GDP)
11 5.1.a
Packet Pg. 216 Attachment: Investment Report - 09-30-25 (Investment Portfolio Review with Advisors) Source: Federal Reserve Source: Bloomberg
0 1,000,000
2,000,000
3,000,000
4,000,000
5,000,000
6,000,000
7,000,000
8,000,000
9,000,000
10,000,000
Federal Reserve Balance Sheet Assets
Recession
In $ millions
The Federal Reserve lowered its benchmark interest rate by a quarter point to a range of 4.00% to 4.25% at its September meeting, as officials responded to mounting signs of labor market weakness. Chair Jerome Powell said the move was aimed at cushioning the slowdown while keeping policy restrictive enough to fight lingering inflation. The Fed kept its balance-sheet runoff unchanged, maintaining a $5 billion monthly cap on Treasuries and $35 billion on agency and mortgage-backed securities. Since launching its Quantitative Tightening campaign in June 2022, the Fed has reduced its securities holdings by about $2.35 trillion, bringing the total down to roughly $6.6 trillion.

FEDERAL RESERVE

0.00%

1.00%

2.00%

3.00%

4.00%

5.00%

6.00%
Effective Federal Funds Rate
Recession
Yield (%)
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0.0%

1.0%

2.0%

3.0%

4.0%

5.0%

6.0%
US Treasury Note Yields
2-Year
5-Year
10-Year
Yield (%)

0.0%

1.0%

2.0%

3.0%

4.0%

5.0%

6.0%
US Treasury Yield Curve
Sep-25
Jun-25
Sep-24
Yield (%)
At the end of September, the 2-year Treasury yield was 5 basis points lower, and the 10-Year Treasury yield was 40 basis points higher, year-over-year. The spread between the 2-year and 10-year Treasury yield points on the curve decreased to +54 basis points at September month-end versus +61 basis points at August month-end. The prior 2-year/10-year yield curve inversion, which spanned from July 2022 to August 2024, was historically long. The average historical spread (since 2005) is about +99 basis points. The spread between the 3-month and 10-year Treasury yield points on the curve was +21 basis points in September versus +8 basis points in August.

BOND YIELDS
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ACCOUNT PROFILE
14 5.1.a
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OBJECTIVES
Investment Objectives
The City of San Jacinto's investment objectives, in order of priority, are to provide safety to ensure the preservation of capital in the overall portfolio, provide sufficient liquidity for cash needs and a market rate of return consistent with the investment program.

Chandler Asset Management Performance Objective
The performance objective for the portfolio isto earn a total rate of return over a market cycle that equals or exceeds the benchmark, the ICE BofA 1-5 Year US Treasury & Agency Index.

Strategy
In order to achieve these objectives, the portfolio invests in high quality fixed income securities consistent with the investment policy and California Government Code. 15 5.1.a
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STATEMENT OF COMPLIANCE
City of San Jacinto California | Account #10167 | As of September 30, 2025 Rules Name Limit Actual Compliance
Status Notes

AGENCY MORTGAGE SECURITIES (CMOS)
Max % (MV; ABS, CMO, & MBS) 20.0 1.7 Compliant
Max Maturity (Years) 5.0 0.0 Compliant

ASSET-BACKED SECURITIES (ABS)
Max % (MV; ABS, CMO & MBS) 20.0 1.7 Compliant
Max % Issuer (MV) 5.0 0.6 Compliant
Max Maturity (Years)54 Compliant
Min Rating (AA- by 2; A- Issuer by 2) 0.0 0.0 Compliant

BANKERS' ACCEPTANCES
Max % (MV) 40.0 0.0 Compliant
Max % Issuer (MV) 5.0 0.0 Compliant
Max Maturity (Days) 180 0.0 Compliant
Min Rating (A- by 2, A-1 by 2) 0.0 0.0 Compliant

CERTIFICATE OF DEPOSIT PLACEMENT SERVICE
(CDARS)
Max % (MV) 30.0 0.0 Compliant
Max Maturity (Years) 5.0 0.0 Compliant

COLLATERALIZED TIME DEPOSITS (NON-

NEGOTIABLE CD/TD)
Max % (MV) 20.0 0.0 Compliant
Max Maturity (Years) 5.0 0.0 Compliant
Min Rating (A- by 1) 0.0 0.0 Compliant

COMMERCIAL PAPER
Max % (MV) 25.0 0.0 Compliant
Max % Issuer (MV) 5.0 0.0 Compliant
Max Maturity (Days) 270 0.0Compliant
Min Rating (A-1 by 2, A by 2) 0.0 0.0 Compliant

CORPORATE MEDIUM TERM NOTES
Max % (MV) 30.0 26.6 Compliant
Max % Issuer (MV) 5.0 1.7 Compliant
16 5.1.a
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STATEMENT OF COMPLIANCE
City of San Jacinto California | Account #10167 | As of September 30, 2025 Rules Name Limit Actual Compliance
Status Notes
Max Maturity (Years)54 Compliant
Min Rating (A- by 2) 0.0 0.0 Compliant

FDIC INSURED TIME DEPOSITS (NON-NEGOTIABLE
CD/TD)
Max % (MV) 20.0 0.0 Compliant
Max Maturity (Years)5 0.0 Compliant

FEDERAL AGENCIES
Max % (MV) 100.0 13.7 Compliant
Max Maturity (Years)53 Compliant

JOINT POWERS AUTHORITY (JPA)
Max % (MV) 50.0 0.0 Compliant

LOCAL AGENCY INVESTMENT FUND (LAIF)
Max % (MV) 70.0 0.0 Compliant

LOCAL GOVERNMENT INVESTMENT POOL (LGIP)
Max % (MV) 70.0 0.0 Compliant

MAX CALLABLE SECURITIES
Max % Callables (MV) 20.0 2.2 Compliant

MONEY MARKET MUTUAL FUNDS
Max % (MV) 20.0 0.3 Compliant
Max % Issuer (MV) 20.0 0.3 Compliant
Min Rating (AAA by 2) 0.0 0.0 Compliant

MORTGAGE-BACKED SECURITIES (NON-AGENCY)
Max % (MV; ABS, CMO & MBS) 20.0 1.7 Compliant
Max % Issuer (MV) 5.0 0.0 Compliant
Max Maturity (Years) 5.0 0.0 Compliant
Min Rating (AA- by 2; A issuer by 2) 0.0 0.0 Compliant MUNICIPAL SECURITIES (CA, LOCAL AGENCY) Max % (MV) 30.0 0.0 Compliant
Max % Issuer (MV) 5.0 0.0 Compliant
Max Maturity (Years)5 0.0 Compliant
17 5.1.a
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STATEMENT OF COMPLIANCE
City of San Jacinto California | Account #10167 | As of September 30, 2025 Rules Name Limit Actual Compliance
Status Notes
Min Rating (A- by 1) 0.0 0.0 Compliant

MUNICIPAL SECURITIES (CA, OTHER STATES)
Max % (MV) 30.0 0.0 Compliant
Max % Issuer (MV) 5.0 0.0 Compliant
Max Maturity (Years)5 0.0 Compliant
Min Rating (A- by 1) 0.0 0.0 Compliant

MUTUAL FUNDS
Max % (MV) 20.0 0.0 Compliant
Max % Issuer (MV) 10.0 0.0 Compliant
Min Rating (AAA by 2) 0.0 0.0 Compliant

NEGOTIABLE CERTIFICATES OF DEPOSIT (NCD)
Max % (MV) 30.0 0.0 Compliant
Max % Issuer (MV) 5.0 0.0 Compliant
Max Maturity (Years)5 0.0 Compliant
Min Rating (A- by 2 or A-1 by 2) 0.0 0.0 Compliant

REPURCHASE AGREEMENTS
Max Maturity (Years) 1.0 0.0 Compliant

SUPRANATIONAL OBLIGATIONS
Max % (MV) 30.0 4.6 Compliant
Max % Issuer (MV) 10.0 3.4 Compliant
Max Maturity (Years)54 Compliant
Min Rating (AA- by 1) 0.0 0.0 Compliant
U.S. TREASURIES
Max % (MV) 100.0 53.1 Compliant
Max Maturity (Years)54 Compliant
18 5.1.a
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PORTFOLIO CHARACTERISTICS
City of San Jacinto California | Account #10167 | As of September 30, 2025 Benchmark* 9/30/2025
Portfolio
6/30/2025
Portfolio
Average Maturity (yrs) 2.65 2.88 2.88
Average Modified Duration 2.48 2.56 2.55
Average Purchase Yield 3.87% 3.71%
Average Market Yield 3.66% 3.81% 3.94%
Average Quality** AA+ AA AA
Total Market Value 12,133,538 11,988,723
*Benchmark: ICE BofA 1-5 Year Unsubordinated US Treasury & Agency Index **The credit quality is a weighted average calculation of the highest of S&P, Moody’s and Fitch. 19 5.1.a
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SECTOR DISTRIBUTION
City of San Jacinto California | Account #10167 | As of September 30, 2025 Sector as a Percentage of Market Value
Sector 09/30/2025 06/30/2025
US Treasury 53.09% 50.64%
Corporate 26.55% 26.67%
Agency 13.75% 15.80%
Supras 4.60% 4.64%
ABS 1.68% 1.79%
Money Mkt Fd 0.32% 0.47%
20 5.1.a
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DURATION ALLOCATION
City of San Jacinto California | Account #10167 | As of September 30, 2025 0-.25 .25-.5 .5-1 1-2 2-3 3-4 4-5 5-7 7+
09/30/2025 2.4% 2.1% 6.6% 18.6% 32.2% 27.7% 10.3% 0.0% 0.0% 21 5.1.a
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ISSUERS
City of San Jacinto California | Account #10167 | As of September 30, 2025 Issuer Investment Type % Portfolio
United States US Treasury 53.09%
Federal Home Loan Banks Agency 6.12%
Farm Credit System Agency 5.56%
Inter-American Development Bank Supras 3.35%
FNMA Agency 2.07%
Apple Inc. Corporate 1.73%
Bank of America Corporation Corporate 1.63%
Prologis, Inc. Corporate 1.44%
Walmart Inc. Corporate 1.41%
Abbvie Inc. Corporate 1.28%
Marsh & McLennan Companies, Inc. Corporate 1.27%
Florida Power & Light Corporate 1.26%
International Bank for Recon and Dev Supras 1.25%
Public Service Enterprise Group Inco Corporate 1.24%
JPMorgan Chase & Co. Corporate 1.24%
PACCAR Inc Corporate 1.23%
U.S. Bancorp Corporate 1.21%
National Rural Utilities Cooperative Corporate 1.20%
Honeywell International Inc. Corporate 1.15%
State Street Corporation Corporate 1.10%
Northern Trust Corporation Corporate 1.08%
Berkshire Hathaway Inc. Corporate 1.06%
Toyota Motor Corporation Corporate 1.02%
Eli Lilly and Company Corporate 0.72%
Morgan Stanley Corporate 0.64%
Deere & Company Corporate 0.60%
Mastercard Incorporated Corporate 0.59%
Hyundai Auto Receivables Trust ABS 0.59%
John Deere Owner Trust ABS 0.55%
Target Corporation Corporate 0.53%
22 5.1.a
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ISSUERS
City of San Jacinto California | Account #10167 | As of September 30, 2025 Issuer Investment Type % Portfolio
Amazon.com, Inc. Corporate 0.49%
The Home Depot, Inc. Corporate 0.43%
UnitedHealth Group Incorporated Corporate 0.41%
The Charles Schwab Corporation Corporate 0.37%
First American Govt Oblig Fund Money Mkt Fd 0.32%
Toyota Auto Receivables Owner Trust ABS 0.29%
Mercedes-Benz Auto Lease Trust ABS 0.25%
Merck & Co., Inc. Corporate 0.25%
Cash Cash 0.00%
TOTAL 100.00%
23 5.1.a
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QUALITY DISTRIBUTION
Rating 09/30/2025 06/30/2025
AAA 5.81% 6.01%
AA 71.47% 71.16% A 20.73% 20.75%
NA 1.99% 2.08%
Rating 09/30/2025 06/30/2025
Aaa 7.75% 8.05%
Aa 73.17% 72.88% A 18.50% 18.49%
NA 0.58% 0.59%
Rating 09/30/2025 06/30/2025
AAA 1.70% 1.92%
AA 73.93% 74.81% A 10.97% 9.71%
NA 13.39% 13.56%
City of San Jacinto California | Account #10167 | As of September 30, 2025 S&P Rating Moody’s Rating Fitch Rating
24 5.1.a
Packet Pg. 229 Attachment: Investment Report - 09-30-25 (Investment Portfolio Review with Advisors) 0-.25 .25
-.5 .5-1 1-2 2-3 3-4 4-5 5-7 7+
Portfolio 2.4% 2.1% 6.6% 18.6% 32.2% 27.7% 10.3% 0.0% 0.0% ICE BofA 1-5 Year Unsubordinated US Treasury &
Agency Index 0.0% 0.1% 2.6% 35.0% 27.7% 22.6% 12.0% 0.0% 0.0%

DURATION DISTRIBUTION
City of San Jacinto California | Account #10167 | As of September 30, 2025 Portfolio Compared to the Benchmark
25 5.1.a
Packet Pg. 230 Attachment: Investment Report - 09-30-25 (Investment Portfolio Review with Advisors) 3 Months 12 Months 2 Years 3 Years 5 Years 10 Years Since Inception TOTAL RATE OF RETURN*
City of San Jacinto California 1.24% 4.07% 5.90% 4.79% 1.47% 1.85% 1.58% Benchmark 1.14% 3.77% 5.58% 4.42% 1.13% 1.48% 1.29%
*Periods over 1 year are annualized.

Total rate of return: A measure of a portfolio’s performance over time. It is the internal rate of return, which equates the beginning value of the portfolio with the ending market value; it includes interest earnings, realized and unrealized gains and losses in the portfolio. Realized rate of return: A measure of a portfolio’s return over time. It is the internal rate which equates the beginning book value of the portfolio with the ending book value; it includes interest earnings, realized gains and losses in the portfolio.

Benchmark: ICE BofA 1-5 Year Unsubordinated US Treasury & Agency Index

INVESTMENT PERFORMANCE
City of San Jacinto California | Account #10167 | As of September 30, 2025 Total Rate of Return : Inception | 07/01/2012
26 5.1.a
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PORTFOLIO HOLDINGS
27 5.1.a
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HOLDINGS REPORT
City of San Jacinto California | Account #10167 | As of September 30, 2025 Cusip Security Description Par Value/
Units
Purchase
Date
Purchase
Yield
Cost Value
Book Value
Mkt
Price
Mkt
YTM
Market Value
Accrued Int.
% of Port.

Gain/Loss
Moody's/
S&P/
Fitch
Maturity
Duration
ABS
47787JAC2 JDOT 2022 A3 2.32 09/15/2026 1,132.14 03/10/2022

2.34%
1,131.89
1,132.09

99.92 4.46%
1,131.22

1.17 0.01%
(0.87)
Aaa/NA
AAA

0.96 0.04
47800AAC4 JDOT 2022-B A3 3.74 02/16/2027 9,496.65 07/12/2022

3.77%
9,495.74
9,496.41

99.86 4.30%
9,483.70

15.79 0.08%
(12.71)
Aaa/NA
AAA

1.38 0.26
58770JAD6 MBALT 2024-A A3 5.32
01/18/2028 30,000.00 05/17/20245.73%
29,996.49
29,997.79
101.27

4.07%
30,381.46

70.93 0.25%
383.66
Aaa/NA
AAA

2.30 0.97
89239TAD4 TAOT 2024-D A3 4.4 06/15/2029 35,000.00 10/10/2024

4.51%
34,998.05
34,998.45
100.68

3.92%
35,238.95

68.44 0.29%
240.50
Aaa/AAA
NA

3.71 1.30
47800DAD6 JDOT 2025 A3 4.23 09/17/2029 55,000.00 03/04/2025

5.09%
54,996.54
54,996.97
100.55

4.02%
55,302.19
103.40

0.46%
305.22
Aaa/NA
AAA

3.96 2.21
44935CAD3 HART 2025-A A3 4.32 10/15/2029 70,000.00 03/04/2025

4.84%
69,989.68
69,990.93
100.76

3.89%
70,534.68
134.40

0.59%
543.75
NA/AAA
AAA

4.04 1.61
200,608.40 100.72 202,072.20 1.68% 3.56
Total ABS 200,628.79 4.92% 200,612.65 3.98% 394.13 1,459.56 1.55 AGENCY
3135G06G3 FEDERAL NATIONAL MORTGAGE
ASSOCIATION 0.5 11/07/2025 250,000.00 11/09/2020

0.57%
249,105.00
249,981.81

99.63 4.22%
249,071.90
500.00

2.07%
(909.92)
Aa1/AA+
AA+

0.10 0.10
3130ATS57 FEDERAL HOME LOAN BANKS 4.5
03/10/2028 325,000.00 --

3.91%
333,444.50
329,179.19
101.87

3.69%
331,072.50
853.13

2.75%
1,893.31
Aa1/AA+
AA+

2.44 2.29
3130AWC24 FEDERAL HOME LOAN BANKS 4.0
06/09/2028 200,000.00 06/27/20234.11%
198,982.00
199,447.08
100.92

3.64%
201,833.04
2,488.89

1.68%
2,385.96
Aa1/AA+
AA+

2.69 2.50
3130AWTR1 FEDERAL HOME LOAN BANKS

4.375 09/08/2028 200,000.00 09/12/20234.49%
198,987.00
199,403.10
102.01

3.65%
204,024.61
559.03

1.69%
4,621.51
Aa1/AA+
AA+

2.94 2.73
3133EPWK7 FEDERAL FARM CREDIT BANKS
FUNDING CORP 4.5 09/22/2028 200,000.00 09/27/20234.76%
197,716.00
198,636.62
102.22

3.70%
204,447.41
225.00

1.70%
5,810.78
Aa1/AA+
AA+

2.98 2.77
3133EPC45 FEDERAL FARM CREDIT BANKS
FUNDING CORP 4.625 11/13/2028 230,000.00 11/27/20234.46% 231,646.80
231,035.16
102.65

3.71%
236,099.82
4,077.71

1.96%
5,064.67
Aa1/AA+
AA+

3.12 2.84
3133EPN50 FEDERAL FARM CREDIT BANKS
FUNDING CORP 4.25 12/15/2028 225,000.00 12/18/20234.00% 227,499.75
226,605.71
101.79

3.65%
229,020.69
2,815.63

1.90%
2,414.98
Aa1/AA+
AA+

3.21 2.94
1,637,381.05 101.58 1,655,569.97 13.75% 2.45
Total Agency 1,630,000.00 3.70% 1,634,288.68 3.76% 11,519.38 21,281.30 2.27 28 5.1.a
Packet Pg. 233 Attachment: Investment Report - 09-30-25 (Investment Portfolio Review with Advisors)

HOLDINGS REPORT
City of San Jacinto California | Account #10167 | As of September 30, 2025 Cusip Security Description Par Value/
Units
Purchase
Date
Purchase
Yield
Cost Value
Book Value
Mkt
Price
Mkt
YTM
Market Value
Accrued Int.
% of Port.

Gain/Loss
Moody's/
S&P/
Fitch
Maturity
Duration
CASH
CCYUSD Receivable 499.33 -- 499.33
499.33

1.00 0.00%
499.33

0.00 0.00%

0.00 Aaa/AAA
AAA

0.00 0.00
Total Cash 499.33
499.33
499.33

1.00 0.00%
499.33

0.00 0.00%

0.00 0.00

0.00 CORPORATE
931142ER0 WALMART INC 1.05 09/17/2026 30,000.00 09/08/2021

1.09%
29,943.30
29,989.10

97.46 3.76%
29,238.53

12.25 0.24%
(750.57)
Aa2/AA
AA

0.96 0.94
87612EBM7 TARGET CORP 1.95 01/15/2027 65,000.00 01/19/2022

1.99%
64,889.50
64,971.36

97.63 3.85%
63,457.30
267.58

0.53%
(1,514.05)
A2/A
A

1.29 1.25
037833CJ7 APPLE INC 3.35 02/09/2027 210,000.00 10/05/2022

4.37%
201,528.60
207,350.69

99.43 3.78%
208,809.86
1,016.17

1.73%
1,459.17
Aaa/AA+
NA

1.36 1.31
808513BY0 CHARLES SCHWAB CORP 2.45
03/03/2027 45,000.00 03/01/20222.47%
44,951.40
44,986.21

97.84 4.03%
44,026.65

85.75 0.37%
(959.56)
A2/AA1.42

1.38 084664CZ2 BERKSHIRE HATHAWAY FINANCE
CORP 2.3 03/15/2027 130,000.00 03/07/2022

2.30%
129,975.30
129,992.83

97.92 3.78%
127,294.30
132.89

1.06%
(2,698.53)
Aa2/AA
A+

1.45 1.41
857477CL5 STATE STREET CORP 4.993
03/18/2027 130,000.00 03/13/20244.99%
130,000.00
130,000.00
101.54

3.90%
132,001.01
234.39

1.10%
2,001.01
Aa3/A
AA1.461.32
023135CF1 AMAZON.COM INC 3.3
04/13/2027 60,000.00 04/11/20223.34%
59,876.40
59,962.16

99.27 3.80%
59,560.42
924.00

0.49%
(401.74)
A1/AA
AA1.531.46
46647PCB0 JPMORGAN CHASE & CO 1.578
04/22/2027 75,000.00 05/28/20245.62%
69,617.25
73,423.23

98.56 4.74%
73,922.16
522.71

0.61%
498.93
A1/A
AA1.560.54
665859AW4 NORTHERN TRUST CORP 4.0
05/10/2027 130,000.00 09/28/2022

4.70%
126,240.40
128,690.95
100.16

3.90%
130,202.53
2,036.67

1.08%
1,511.58
A2/A+
A+

1.61 1.44
91324PEG3 UNITEDHEALTH GROUP INC 3.7
05/15/2027 50,000.00 05/17/2022

3.69%
50,025.40
50,006.92

99.61 3.95%
49,807.16
698.89

0.41%
(199.75)
A2/A+
A

1.62 1.54
931142EX7 WALMART INC 3.95 09/09/2027 140,000.00 10/05/2022

4.51%
136,557.40
138,644.40
100.43

3.72%
140,603.13
337.94

1.17%
1,958.73
Aa2/AA
AA

1.94 1.77
438516CJ3 HONEYWELL INTERNATIONAL INC

4.95 02/15/2028 135,000.00 02/13/2023

4.44%
138,028.05
136,410.28
102.24

3.95%
138,024.48
853.88

1.15%
1,614.20
A2/A
A

2.38 2.14
29 5.1.a
Packet Pg. 234 Attachment: Investment Report - 09-30-25 (Investment Portfolio Review with Advisors)

HOLDINGS REPORT
City of San Jacinto California | Account #10167 | As of September 30, 2025 Cusip Security Description Par Value/
Units
Purchase
Date
Purchase
Yield
Cost Value
Book Value
Mkt
Price
Mkt
YTM
Market Value
Accrued Int.
% of Port.

Gain/Loss
Moody's/
S&P/
Fitch
Maturity
Duration
57636QAW4 MASTERCARD INC 4.875
03/09/2028 70,000.00 03/06/20234.90%
69,932.10
69,966.92
102.31

3.87%
71,613.93
208.54

0.59%
1,647.01
Aa3/A+
NA

2.44 2.21
06051GKP3 BANK OF AMERICA CORP 4.376
04/27/2028 135,000.00 08/30/20235.89%
129,575.70
132,671.82
100.36

4.74%
135,486.53
2,527.14

1.13%
2,814.72
A1/AAA2.57

1.48 74456QBU9 PUBLIC SERVICE ELECTRICAND
GAS CO 3.7 05/01/2028 150,000.00 06/27/20234.77%
143,142.00
146,342.14

99.43 3.93%
149,147.08
2,312.50

1.24%
2,804.94
A1/A
NA

2.59 2.40
341081GN1 FLORIDA POWER & LIGHT CO 4.4
05/15/2028 150,000.00 06/27/20234.78%
147,565.50
148,692.58
101.13

3.94%
151,690.61
2,493.33

1.26%
2,998.02
Aa2/A+
AA2.622.27
58933YBH7 MERCK & CO INC 4.05 05/17/2028 30,000.00 05/08/2023

4.07%
29,975.70
29,987.24
100.55

3.83%
30,163.61
452.25

0.25%
176.37
Aa3/A+
NA

2.63 2.36
74340XCG4 PROLOGIS LP 4.875 06/15/2028 170,000.00 --

5.09%
168,446.95
169,127.45
102.29

3.97%
173,890.41
2,440.21

1.44%
4,762.96
A2/A
NA

2.71 2.41
69371RS80 PACCAR FINANCIAL CORP 4.6
01/31/2029 145,000.00 01/24/20244.64%
144,763.65
144,842.43
101.86

4.00%
147,694.88
1,130.19

1.23%
2,852.45
A1/A+
NA

3.34 3.04
532457CK2 ELI LILLY AND CO 4.5 02/09/2029 85,000.00 02/07/2024

4.51%
84,943.90
84,962.32
101.57

4.00%
86,331.07
552.50

0.72%
1,368.74
Aa3/A+
NA

3.36 3.00
61747YFD2 MORGAN STANLEY 5.164
04/20/2029 75,000.00 08/26/20244.53%
76,565.25
76,095.21
102.36

4.59%
76,772.36
1,732.09

0.64%
677.16
A1/AA+3.55

2.32 46647PAR7 JPMORGAN CHASE & CO 4.005
04/23/2029 75,000.00 05/28/2024

5.38%
71,401.50
72,638.88

99.75 4.45%
74,812.38
1,318.31

0.62%
2,173.50
A1/A
AA3.562.37
24422EXT1 JOHN DEERE CAPITAL CORP 4.85
06/11/2029 70,000.00 06/06/20244.88%
69,906.55
69,930.96
102.73

4.05%
71,910.29
1,037.36

0.60%
1,979.32
A1/A
A+

3.70 3.32
91159HJM3 US BANCORP 5.775 06/12/2029 140,000.00 09/30/2024

4.32%
146,867.00
145,006.66
104.07

4.66%
145,701.58
2,447.96

1.21%
694.93
A3/A
A

3.70 2.45
437076DC3 HOME DEPOT INC 4.75
06/25/2029 50,000.00 06/17/2024

4.90%
49,677.50
49,759.27
102.41

4.05%
51,203.19
633.33

0.43%
1,443.92
A2/A
A

3.73 3.29
06051GHM4 BANK OF AMERICA CORP 4.271
07/23/2029 60,000.00 12/09/20244.71%
59,120.40
59,316.83
100.35

4.49%
60,207.63
484.05

0.50%
890.81
A1/AAA3.81

2.61 63743HFX5

NATIONAL RURAL UTILITIES
COOPERATIVE FINANCE CORP 4.95
02/07/2030
140,000.00 --

4.91%
140,237.30
140,218.62
103.01

4.19%
144,211.59
1,039.50

1.20%
3,992.97
A2/NA
A

4.36 3.80
00287YDZ9 ABBVIE INC 4.875 03/15/2030 150,000.00 04/24/2025

4.56%
152,035.50
151,851.30
102.94

4.15%
154,404.07
325.00

1.28%
2,552.77
A3/ANA4.45

3.91 30

5.1.a
Packet Pg. 235 Attachment: Investment Report - 09-30-25 (Investment Portfolio Review with Advisors)

HOLDINGS REPORT
City of San Jacinto California | Account #10167 | As of September 30, 2025 Cusip Security Description Par Value/
Units
Purchase
Date
Purchase
Yield
Cost Value
Book Value
Mkt
Price
Mkt
YTM
Market Value
Accrued Int.
% of Port.

Gain/Loss
Moody's/
S&P/
Fitch
Maturity
Duration
571748CA8 MARSH & MCLENNAN
COMPANIES INC 4.65 03/15/2030 150,000.00 08/25/20254.27% 152,310.00
152,259.11
101.62

4.25%
152,436.05
310.00

1.27%
176.95
A3/AA4.45

3.92 89236TNJ0 TOYOTA MOTOR CREDIT CORP 4.8
05/15/2030 120,000.00 07/14/20254.55%
121,302.00
121,244.46
102.42

4.22%
122,898.34
2,176.00

1.02%
1,653.88
A1/A+
A+

4.62 4.05
Total Corporate 3,165,000.00 4.49%
3,139,401.50
3,159,342.34
101.05

4.08%
3,197,523.14
30,743.39

26.55%
38,180.80

2.78 2.35

MONEY MARKET
FUND
31846V203 FIRST AMER:GVT OBLG Y 39,119.33 --

3.73%
39,119.33
39,119.33

1.00 3.73%
39,119.33

0.00 0.32%

0.00 Aaa/AAAm
AAA

0.00 0.00
Total Money Market
Fund 39,119.33 3.73%
39,119.33
39,119.33

1.00 3.73%
39,119.33

0.00 0.32%

0.00 0.00

0.00 SUPRANATIONAL
4581X0DV7 INTER-AMERICAN DEVELOPMENT
BANK 0.875 04/20/2026 230,000.00 04/13/20210.97%
228,946.60
229,884.05

98.33 3.95%
226,167.33
900.03

1.88%
(3,716.71)
Aaa/AAA
NA

0.55 0.54
4581X0EN4 INTER-AMERICAN DEVELOPMENT
BANK 4.125 02/15/2029 175,000.00 02/15/20244.32%
173,446.00
173,948.36
101.33

3.70%
177,332.51
922.40

1.47%
3,384.15
Aaa/AAA
NA

3.38 3.11
459058LN1

INTERNATIONAL BANK FOR

RECONSTRUCTION AND
DEVELOPM 3.875 10/16/2029
150,000.00 10/28/2024

4.14%
148,231.50
148,560.23
100.53

3.73%
150,789.44
2,664.00

1.25%
2,229.21
Aaa/AAA
NA

4.04 3.65
Total Supranational 555,000.00 2.90%
550,624.10
552,392.64

99.89 3.81%
554,289.29
4,486.43

4.60%
1,896.65

2.41 2.21

US TREASURY
91282CBT7 UNITED STATES TREASURY 0.75
03/31/2026 250,000.00 --0.86%
248,714.06
249,868.04

98.48 3.86%
246,205.08

5.15 2.04%
(3,662.96)
Aa1/AA+
AA+

0.50 0.49
91282CCP4 UNITED STATES TREASURY 0.625
07/31/2026 300,000.00 08/25/20210.82%
297,152.34
299,520.64

97.44 3.78%
292,317.19
315.90

2.43%
(7,203.46)
Aa1/AA+
AA+

0.83 0.81
9128282A7 UNITED STATES TREASURY 1.5
08/15/2026 150,000.00 09/23/20210.91%
154,230.47
150,753.24

98.07 3.77%
147,102.54
287.36

1.22%
(3,650.70)
Aa1/AA+
AA+

0.87 0.85
31 5.1.a
Packet Pg. 236 Attachment: Investment Report - 09-30-25 (Investment Portfolio Review with Advisors)

HOLDINGS REPORT
City of San Jacinto California | Account #10167 | As of September 30, 2025 Cusip Security Description Par Value/
Units
Purchase
Date
Purchase
Yield
Cost Value
Book Value
Mkt
Price
Mkt
YTM
Market Value
Accrued Int.
% of Port.

Gain/Loss
Moody's/
S&P/
Fitch
Maturity
Duration
912828V98 UNITED STATES TREASURY 2.25
02/15/2027 130,000.00 03/29/20222.53%
128,334.38
129,531.05

98.09 3.69%
127,516.80
373.57

1.06%
(2,014.25)
Aa1/AA+
AA+

1.38 1.33
91282CEF4 UNITED STATES TREASURY 2.5
03/31/2027 225,000.00 05/25/20222.73%
222,626.95
224,267.98

98.31 3.67%
221,203.13

15.45 1.84%
(3,064.85)
Aa1/AA+
AA+

1.50 1.45
91282CET4 UNITED STATES TREASURY 2.625
05/31/2027 215,000.00 --3.35%
207,938.48
212,597.94

98.34 3.66%
211,439.06
1,896.67

1.76%
(1,158.88)
Aa1/AA+
AA+

1.67 1.60
91282CFB2 UNITED STATES TREASURY 2.75
07/31/2027 140,000.00 09/30/20243.55%
137,014.06
138,070.98

98.44 3.64%
137,812.50
648.64

1.14%
(258.48)
Aa1/AA+
AA+

1.83 1.76
91282CFM8 UNITED STATES TREASURY 4.125
09/30/2027 350,000.00 11/21/20224.00%
351,886.72
350,775.76
100.96

3.62%
353,376.95

39.66 2.93%
2,601.20
Aa1/AA+
AA+

2.00 1.90
91282CFZ9 UNITED STATES TREASURY 3.875
11/30/2027 275,000.00 01/24/20233.59%
278,501.95
276,563.02
100.53

3.62%
276,450.20
3,581.20

2.30%
(112.82)
Aa1/AA+
AA+

2.17 2.03
91282CGT2 UNITED STATES TREASURY 3.625
03/31/2028 245,000.00 --3.94%
241,623.04
243,231.21
100.03

3.61%
245,066.99

24.40 2.03%
1,835.78
Aa1/AA+
AA+

2.50 2.37
91282CHQ7 UNITED STATES TREASURY 4.125
07/31/2028 220,000.00 09/15/20234.46%
216,768.75
218,120.86
101.33

3.63%
222,921.88
1,528.94

1.85%
4,801.02
Aa1/AA+
AA+

2.84 2.64
91282CHX2 UNITED STATES TREASURY 4.375
08/31/2028 180,000.00 09/27/20234.69%
177,532.03
178,538.97
102.04

3.63%
183,663.28
674.38

1.53%
5,124.31
Aa1/AA+
AA+

2.92 2.71
91282CJF9 UNITED STATES TREASURY 4.875
10/31/2028 225,000.00 10/30/20234.81%
225,667.97
225,411.68
103.56

3.64%
233,015.63
4,590.18

1.93%
7,603.95
Aa1/AA+
AA+

3.08 2.80
9128285M8 UNITED STATES TREASURY 3.125
11/15/2028 175,000.00 01/17/20244.05%
167,965.82
170,447.53

98.48 3.64%
172,333.98
2,065.64

1.43%
1,886.45
Aa1/AA+
AA+

3.13 2.91
91282CJW2 UNITED STATES TREASURY 4.0
01/31/2029 150,000.00 02/26/20244.31%
147,919.92
148,592.48
101.08

3.65%
151,623.05
1,010.87

1.26%
3,030.57
Aa1/AA+
AA+

3.34 3.08
912810FG8 UNITED STATES TREASURY 5.25
02/15/2029 130,000.00 04/24/20244.62%
133,483.59
132,444.66
105.23

3.59%
136,804.69
871.67

1.14%
4,360.03
Aa1/AA+
AA+

3.38 3.07
91282CKG5 UNITED STATES TREASURY 4.125
03/31/2029 150,000.00 04/24/20244.66%
146,466.80
147,494.78
101.52

3.66%
152,285.16

17.00 1.26%
4,790.37
Aa1/AA+
AA+

3.50 3.23
91282CKP5 UNITED STATES TREASURY 4.625
04/30/2029 125,000.00 05/28/20244.58%
125,249.02
125,181.12
103.19

3.67%
128,989.26
2,419.33

1.07%
3,808.14
Aa1/AA+
AA+

3.58 3.23
91282CKT7 UNITED STATES TREASURY 4.5
05/31/2029 145,000.00 06/27/20244.30%
146,285.74
145,956.80
102.80

3.67%
149,066.80
2,192.83

1.24%
3,110.00
Aa1/AA+
AA+

3.67 3.31
91282CEV9 UNITED STATES TREASURY 3.25
06/30/2029 125,000.00 07/29/2024

4.10%
120,292.97
121,414.69

98.50 3.68%
123,129.88
1,026.66

1.02%
1,715.19
Aa1/AA+
AA+

3.75 3.46
32 5.1.a
Packet Pg. 237 Attachment: Investment Report - 09-30-25 (Investment Portfolio Review with Advisors)

HOLDINGS REPORT
City of San Jacinto California | Account #10167 | As of September 30, 2025 Cusip Security Description Par Value/
Units
Purchase
Date
Purchase
Yield
Cost Value
Book Value
Mkt
Price
Mkt
YTM
Market Value
Accrued Int.
% of Port.

Gain/Loss
Moody's/
S&P/
Fitch
Maturity
Duration
91282CKX8 UNITED STATES TREASURY 4.25
06/30/2029 150,000.00 08/22/20243.73%
153,451.17
152,664.33
101.99

3.68%
152,982.42
1,611.07

1.27%
318.09
Aa1/AA+
AA+

3.75 3.41
91282CLC3 UNITED STATES TREASURY 4.0
07/31/2029 195,000.00 --3.93%
195,636.92
195,500.53
101.11

3.69%
197,155.66
1,314.13

1.64%
1,655.14
Aa1/AA+
AA+

3.83 3.50
91282CFJ5 UNITED STATES TREASURY 3.125
08/31/2029 150,000.00 09/10/20243.47%
147,673.83
148,167.26

97.95 3.69%
146,929.69
401.42

1.22%
(1,237.57)
Aa1/AA+
AA+

3.92 3.64
91282CLN9 UNITED STATES TREASURY 3.5
09/30/2029 175,000.00 12/18/2024

4.26%
169,319.34
170,249.85

99.29 3.69%
173,762.70

16.83 1.44%
3,512.85
Aa1/AA+
AA+

4.00 3.70
91282CLR0 UNITED STATES TREASURY 4.125
10/31/2029 175,000.00 11/19/20244.24%
174,145.51
174,294.55
101.59

3.70%
177,782.23
3,020.89

1.48%
3,487.68
Aa1/AA+
AA+

4.08 3.67
91282CMA6 UNITED STATES TREASURY 4.125
11/30/2029 175,000.00 12/09/20244.07%
175,437.50
175,366.43
101.61

3.70%
177,816.41
2,425.97

1.48%
2,449.98
Aa1/AA+
AA+

4.17 3.75
91282CMD0 UNITED STATES TREASURY 4.375
12/31/2029 175,000.00 12/30/20244.38%
174,924.81
174,936.09
102.59

3.71%
179,525.39
1,934.87

1.49%
4,589.30
Aa1/AA+
AA+

4.25 3.82
91282CMG3 UNITED STATES TREASURY 4.25
01/31/2030 150,000.00 03/26/20254.11%
150,908.20
150,811.79
102.12

3.72%
153,175.78
1,074.05

1.27%
2,363.99
Aa1/AA+
AA+

4.34 3.91
91282CGQ8 UNITED STATES TREASURY 4.0
02/28/2030 140,000.00 03/18/20254.08%
139,475.00
139,531.95
101.16

3.71%
141,624.22
479.56

1.18%
2,092.27
Aa1/AA+
AA+

4.41 4.01
91282CMU2 UNITED STATES TREASURY 4.0
03/31/2030 150,000.00 06/23/20253.90%
150,615.23
150,580.25
101.14

3.72%
151,716.80

16.48 1.26%
1,136.55
Aa1/AA+
AA+

4.50 4.09
91282CMZ1 UNITED STATES TREASURY 3.875
04/30/2030 150,000.00 05/28/2025

4.07%
148,681.64
148,773.35
100.63

3.72%
150,949.22
2,432.40

1.25%
2,175.87
Aa1/AA+
AA+

4.58 4.10
91282CNG2 UNITED STATES TREASURY 4.0
05/31/2030 175,000.00 06/10/20254.08%
174,371.09
174,409.90
101.17

3.72%
177,050.78
2,352.46

1.47%
2,640.88
Aa1/AA+
AA+

4.67 4.17
91282CNK3 UNITED STATES TREASURY 3.875
06/30/2030 150,000.00 09/26/20253.76%
150,726.56
150,725.72
100.61

3.73%
150,919.92
1,468.92

1.25%
194.20
Aa1/AA+
AA+

4.75 4.26
91282CNN7 UNITED STATES TREASURY 3.875
07/31/2030 150,000.00 08/25/20253.80%
150,498.05
150,488.09
100.60

3.74%
150,902.34
979.28

1.25%
414.25
Aa1/AA+
AA+

4.83 4.35
91282CNX5 UNITED STATES TREASURY 3.625
08/31/2030 200,000.00 09/26/20253.77%
198,742.19
198,743.59

99.48 3.74%
198,968.75
620.86

1.65%
225.16
Aa1/AA+
AA+

4.92 4.45
Total US Treasury 6,365,000.00 3.66%
6,330,262.10
6,344,027.08
100.48

3.69%
6,393,586.33
43,734.70

53.09%
49,559.24

3.08 2.82
33 5.1.a
Packet Pg. 238 Attachment: Investment Report - 09-30-25 (Investment Portfolio Review with Advisors)

HOLDINGS REPORT
City of San Jacinto California | Account #10167 | As of September 30, 2025 Cusip Security Description Par Value/
Units
Purchase
Date
Purchase
Yield
Cost Value
Book Value
Mkt
Price
Mkt
YTM
Market Value
Accrued Int.
% of Port.

Gain/Loss
Moody's/
S&P/
Fitch
Maturity
Duration
Total Portfolio 11,955,247.45 3.87%
11,897,895.81
11,930,282.05
100.43

3.81%
12,042,659.59
90,878.03
100.00%
112,377.55

2.88 2.56
Total Market Value +
Accrued 12,133,537.62
34 5.1.a
Packet Pg. 239 Attachment: Investment Report - 09-30-25 (Investment Portfolio Review with Advisors)

TRANSACTIONS
35 5.1.a
Packet Pg. 240 Attachment: Investment Report - 09-30-25 (Investment Portfolio Review with Advisors)

TRANSACTION LEDGER
City of San Jacinto California | Account #10167|07/01/2025 Through 09/30/2025| Transaction
Type
Settlement
Date CUSIP Quantity Security Description Price Acq/DispYield Amount Interest Pur/Sold Total Amount Gain/Loss

ACQUISITIONS
Purchase 07/15/2025 89236TNJ0 120,000.00

TOYOTA MOTOR
CREDIT CORP 4.8
05/15/2030
101.085 4.55% (121,302.00) (960.00) (122,262.00) 0.00
Purchase 08/26/2025 571748CA8 150,000.00

MARSH & MCLENNAN
COMPANIES INC 4.65
03/15/2030
101.540 4.27% (152,310.00) (3,119.38) (155,429.38) 0.00 Purchase 08/26/2025 91282CNN7 150,000.00

UNITED STATES
TREASURY 3.875
07/31/2030
100.332 3.80% (150,498.05) (410.67) (150,908.72) 0.00
Purchase 09/29/2025 91282CNK3 150,000.00

UNITED STATES
TREASURY 3.875
06/30/2030
100.484 3.76% (150,726.56) (1,437.33) (152,163.89) 0.00 Purchase 09/29/2025 91282CNX5 200,000.00

UNITED STATES
TREASURY 3.625
08/31/2030

99.371 3.77% (198,742.19) (580.80) (199,322.99) 0.00
Total Purchase 770,000.00 (773,578.80) (6,508.18) (780,086.98) 0.00 TOTAL
ACQUISITIONS 770,000.00 (773,578.80) (6,508.18) (780,086.98) 0.00

DISPOSITIONS
Maturity 09/23/2025 3137EAEX3 (230,000.00)

FEDERAL HOME LOAN

MORTGAGE CORP

0.375 09/23/2025
100.000 0.44% 230,000.00 0.00 230,000.00 0.00
Total Maturity (230,000.00) 230,000.00 0.00 230,000.00 0.00 Sale 07/15/2025 89236TJK2 (120,000.00)

TOYOTA MOTOR
CREDIT CORP 1.125
06/18/2026

97.083 1.13% 116,499.60 101.25 116,600.85 (3,490.63)
Sale 08/26/2025 89114TZG0 (150,000.00) TORONTO-DOMINION BANK 1.25 09/10/2026 97.049 1.69% 145,573.50 864.58 146,438.08 (3,759.12) Sale 08/26/2025 91282CBQ3 (150,000.00)

UNITED STATES
TREASURY 0.5
02/28/2026

98.203 0.82% 147,304.69 364.81 147,669.50 (2,455.07)
Total Sale (420,000.00) 409,377.79 1,330.64 410,708.43 (9,704.82) 36 5.1.a
Packet Pg. 241 Attachment: Investment Report - 09-30-25 (Investment Portfolio Review with Advisors)

TRANSACTION LEDGER
City of San Jacinto California | Account #10167|07/01/2025 Through 09/30/2025| Transaction
Type
Settlement
Date CUSIP Quantity Security Description Price Acq/DispYield Amount Interest Pur/Sold Total Amount Gain/Loss TOTAL
DISPOSITIONS (650,000.00) 639,377.79 1,330.64 640,708.43 (9,704.82) 37 5.1.a
Packet Pg. 242 Attachment: Investment Report - 09-30-25 (Investment Portfolio Review with Advisors)

IMPORTANT DISCLOSURES
2025 Chandler Asset Management, Inc, An Independent Registered Investment Adviser.

Information contained herein is confidential. Prices are provided by ICE Data Services Inc (“IDS”), an independent pricing source. In the event IDS 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 results are presented gross-of-advisory fees and represent the client’s 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.

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.

Source ICE Data Indices, LLC (“ICE”), used with permission. ICE permits use of the ICE indices and related data on an “asis” 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 it at licensee’s own risk. ICE data, its affiliates and their respective third party do not sponsor, endorse, or recommend chandler asset management, or any of its products or services.

This report is provided for informational purposes only and should not be construed as a specific investment or legal advice. The information contained herein was obtained from sources believed to be reliable as of the date of publication, but may become outdated or superseded at any time without notice. Any opinions or views expressed are based on current market conditions and are subject to change. This report may contain forecasts and forward-looking statements which are inherently limited and should not be relied upon as indicator of future results. Past performance is not indicative of future results. This report is not intended to constitute an offer, solicitation, recommendation or advice regarding any securities or investment strategy and should not be regarded by recipients as a substitute for the exercise of their own judgment.

Fixed income investments are subject to interest, credit and market risk. Interest rate risk: the value of fixed income investments will decline as interest rates rise. Credit risk: the possibility that the borrower may not be able to repay interest and principal. Low rated bonds generally have to pay higher interest rates to attract investors willing to take on greater risk. Market risk: the bond market in general could decline due to economic conditions, especially during periods of rising interest rates.

Ratings information have been provided by Moody’s, 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 (“MBS”) reflect 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. 38 5.1.a
Packet Pg. 243 Attachment: Investment Report - 09-30-25 (Investment Portfolio Review with Advisors)

BENCHMARK DISCLOSURES
Benchmark Disclosure
ICE BofA 1-5 Yr US Treasury & Agency 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 Moody’s, 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. 39 5.1.a
Packet Pg. 244 Attachment: Investment Report - 09-30-25 (Investment Portfolio Review with Advisors) December 16, 2025
TO: City Council
REQUESTED BY: Craig Hayes,
APPROVED BY: Robert A. Johnson, City Manager
SUBJECT: Discussion Item on City Council Term Limits
RECOMMENDATION:

City of San Jacinto (“City”) staff recommends that the City Council receive this report regarding City Council term limits and provide direction to staff.

DISCUSSION:

Councilmember Sanchez has requested that the City Council consider whether to establish term limits for the City Council. The purpose of this report is to summarize the legal framework governing local term limits, identify the next regularly scheduled election dates at which a measure could be presented to voters, and describe policy considerations should the City Council wish to proceed.

California Government Code Section 36502(b) authorizes a general law city to limit the number of terms that City Councilmembers may serve. Two core requirements govern the adoption of local term-limits measures.

First, any local term-limits measure must be prospective; in other words, the measure may only apply to terms voted upon at the same election as the measure or at subsequent elections, and it may not apply to terms being served from prior elections.

Second, a term-limits measure must be approved by a majority of the City’s voters at a regularly scheduled election such as a statewide primary, a statewide general, or the City’s general municipal election. A measure may either be placed on the ballot by action of a majority of the City Council or by a citizens’ initiative petition signed by at least ten percent (10%) of the City’s registered voters. The last day for the City Council to place a local measure on the ballot is eighty-eight (88) days before an election. For the 2026 cycle, the statewide primary election is June 2, 2026, with a placement deadline of March 6, 2026. The statewide/municipal general election is November 3, 2026, with a placement deadline of August 7, 2026. Upon placement of a measure on the ballot, the City Attorney prepares an impartial analysis, and interested persons may submit written arguments for or against the measure for publication in the voter information guide as provided by state law.

If the City Council elects to pursue term limits, the measure’s substance is a local policy determination, with Cities typically considering several policy factors. One consideration is the length of the term limit. Two-term and three-term caps are most typical, although shorter or longer limits are legally permissible albeit comparatively rare. Another consideration is whether the cap should be lifetime or consecutive. Under a lifetime cap, once the limit is reached, the individual may not serve in that particular office again. Under a consecutive cap, once the limit is

5.2 Packet Pg. 245
reached the individual must step down for a defined “cooling-off period” before becoming eligible for office again. Local measures often use two or four year periods. Here, given the City’s staggered two-year election cycle, one approach may be that, upon reaching the consecutive limit, an individual is ineligible to hold Council office until the next regular Council election, occurring at least two years after leaving office.

Another recurring issue is how to treat partial terms. Local measures vary, with some municipalities not counting any partial terms against the applicable limit but prohibiting additional partial service after the maximum number of full terms has been served (e.g., under a two-term limit, a member who has served two full four-year terms could not be appointed to fill the final year of a vacancy). Others count all partial terms toward the limit regardless of length (e.g., serving eleven months to finish a predecessor’s term plus one full term would meet a twoterm limit). Some municipalities adopt a hybrid approach, under which a partial term counts only in specified circumstances, such as when a resignation occurs with a defined amount of time, commonly two years or less, remaining in the term. For example, if an incumbent resigns with eighteen months remaining, the successor’s eighteen months would count toward the limit, whereas if the resignation occurs with three years remaining, the successor’s service would not count.

In addition, there is the ability to specify whether service in a term shortened by recall, criminal conviction, or forced removal counts toward the limit to avoid any appearance of “conferring a benefit” upon removal from office. For example, if an official is recalled two years into a fouryear term, the measure could state that those two years count as a term for limit purposes, thereby preventing the recall from extending the official’s overall eligibility for office.

Because the right to seek and hold public office is fundamental, courts construe term-limits measures narrowly and resolve ambiguities in favor of candidate eligibility. Even if there is not an intention to count partial terms or other categories of service, stating that intention expressly is recommended to avoid ambiguity during implementation.

If the City Council directs staff to proceed, staff can return with election resolutions to call the election and submit a term-limits ordinance or measure to the voters at a regularly scheduled election. The City Council would have to approve the resolutions, the ballot question, and the full text of the proposed ordinance or measure for submission to voters. The City Attorney would prepare the impartial analysis, and interested persons may submit written arguments for and against the measure for the voter information guide as provided by state law. All actions would need to be timed to meet the eighty-eight-day deadline for the June 2, 2026 Statewide Primary Election (March 6, 2025) or the November 3, 2026 Statewide/Municipal General Election (August 7, 2026).

If the City Council does not wish to proceed, staff will receive and file this report and take no further action.

FISCAL IMPACT:

There is no fiscal impact associated with receiving this report. If the City Council places a termlimits measure on the ballot, the City will incur election costs charged by the Riverside County

5.2 Packet Pg. 246
Registrar of Voters. Generally, placement on the November general election ballot is expected to be less expensive than placement on the June primary election ballot.

5.2 Packet Pg. 247