Agenda packet — San Juan Bautista City Council, January 21, 2025

City of San Juan Bautista
The “City of History”
www.san-juan-bautista.ca.us

CITY COUNCIL

REGULAR MEETING
TUESDAY, JANUARY 21, 2025, 5:00 P.M.

HYBRID MEETING
City Hall, Council Chambers
311 Second Street, San Juan Bautista, California
AGENDA

ZOOM WEBINAR PARTICIPATION
The meeting can also be accessed by the public in the following methods: Through Zoom (https://zoom.us/join) per the instruction stated below, and on Facebook.

Please note: If all Council Members are present in person, public participation by Zoom or viewing on Facebook is for convenience only and is not required by law. If the Zoom or Facebook feed is lost for any reason the meeting may be paused while a fix is attempted but the meeting may continue at the discretion of the presiding officer.

JOIN ZOOM WEBINAR TO PARTICIPATE LIVE
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To participate telephonically:
call 1 (669) 900-6833
Webinar ID: 883 7332 0235

1. CALL TO ORDER
A. Pledge of Allegiance
B. Roll Call

2. CLOSED SESSION 5:00 P.M. – 6:00 P.M.

Receive public communication from the audience on Closed Session items. The City Council will recess to closed session pursuant to:
a. Conference with Legal Counsel—Existing Litigation – Orozco v. City of San Juan Bautista, et al. (California Government Code section 54956.9(d)(1)) b. Conference with Legal Counsel—Existing Litigation – Kurasaki v. City of San Juan Bautista, et al. (California Government Code section 54956.9(d)(1))

3. PROCLAMATIONS
A. Black History Month, February 1, 2025 - March 1, 2025 Page | 2 City Council January 21, 2025

4. PUBLIC COMMENT
Public comments generally are limited to three minutes per speaker on items that are not on the agenda and are under the City’s subject matter jurisdiction. The Mayor may further limit the time for public comments depending on the agenda schedule.

5. CONSIDERATION
A. Urban Area Water Master Plan
Recommendation: Approve the Term Sheet for Financing of the Accelerated Drought Response Project (ADRoP) and the Addition of San Juan Bautista to the Hollister Urban Area Water Supply and Treatment Agreement (Term Sheet).

6. PUBLIC HEARING
A. Appeal from Administrative Decision Regarding 701-705 Second Street (Continued from November 19, 2024).

B. Appeal of the Planning Commission’s Decision to Approve the Major Site Design Review for 411 The Alameda with Condition of Approval No. 19 Requiring the Removal of Stone Veneer at The Front of The House.

7. ADMINISTRATIVE REPORTS
A. Status Update of Fire Contract with the City of Hollister B. Treasurer’s Report and Monthly Financial Statements

8. CONSENT
All matters listed under the San Juan Bautista City Council Consent Agenda may be enacted by one motion unless a member of the City Council or the public requests discussion or a separate vote.

A. Approve the Affidavit of Posting Agenda.

B. Waive Reading of Resolutions and Ordinances on the Agenda Beyond Title C. Approve a Resolution Authorizing Closure of Streets for the Annual Rotary Mission 10 Race on January 25, 2025.

D. Changing Check Signing Responsibilities on City Bank Accounts Recommendation: Approve a RESOLUTION authorizing changes to the designated signers on the City’s Bank Accounts with U.S. Bank.

E. Award of Contract for Fire Protection & Life Safety Services Special District Formation Study
Recommendation: Approve a RESOLUTION Awarding a Contract for a Fire Protection & Life Safety Services Special District Formation Study to Baker Tilly, US, LLP for an amount not to exceed ten thousand dollars.

F. Approve the Special Meeting Minutes of January 7, 2025.

9. ACTION ITEMS
The Recommendation indicates the staff recommendation at the time the agenda was prepared. That recommendation does not limit the City Council alternative actions on any matter before it.

A. Fiscal Year 2023-2024 Audit Presentation by Ryan Jolley; and Approve a Resolution Accepting the San Juan Bautista Municipal Audit for Fiscal Year 2023-2024 Recommendation: Approve a RESOLUTION Accepting the San Juan Bautista Municipal Audit for Fiscal year 2023-2024.

Page | 3 City Council January 21, 2025
B. City Manager Job Description and Salary Schedule
Recommendation: Approve a RESOLUTION adopting the proposed updated job description of the City Manager attached to this Resolution which describes the current duties; and approve an updated salary, contingent upon approval of the updated job description.

10. INFORMATIONAL ITEMS AND REPORTS
A. City Manager’s Report
a. Public Safety Department Update
b. Fire Department Update
c. Sheriff Department Update
B. Reports from City Council Representatives to Regional Organizations and Committees C. City Council and Staff Announcements
This is an opportunity for the Council and staff to share the community calendar and announce upcoming dates of interest to the public.

11. ADJOURNMENT

AGENDA MATERIAL / ADDENDUM
Any addendums will be posted not later than 72 hours before regular meetings or 24 hours of special meetings unless otherwise allowed under the Brown Act. City Council reports may be viewed at the City of San Juan Bautista City Hall at 311 Second Street San Juan Bautista and are posted on the City website www.san-juan-bautista.ca.us subject to Staff’s ability to post the documents before the meeting, or City Clerk Elizabeth Soto at [email protected] or calling (831) 623-4661 during normal business hours.

In compliance with the Americans with Disabilities Act, and Govt. Code 54953(a), the city will make reasonable arrangements to ensure accessibility to this meeting. If you need special assistance to participate in this meeting, please contact the City Clerk, a minimum of 48 hours prior to the meeting at (831) 623-4661.

If you challenge any planning or land use decision made at this meeting in court, you may be limited to raising only those issues you or someone else raised at the public hearing held at this meeting, or in written correspondence delivered to the City Council at, or prior to, the public hearing. Please take notice that the time within which to seek judicial review of any final administrative determination reached at this meeting is governed by Section 1094.6 of the California Code of Civil Procedure.

A Closed Session may be called during this meeting pursuant to Government Code §54956.9 (d)(2) if a point has been reached where, in the opinion of the legislative body of the City on the advice of its legal counsel, based on existing facts and circumstances, there is a significant exposure to litigation against the City.

PUBLIC COMMENT PROCEDURES
If you wish to make a public comment and are attending in person, please fill out a speaker card. If you are attending via Zoom, join the Zoom Webinar, and use the "Raise Hand" or if joining by telephone, press *9 on your telephone keypad icon.

SUBMISSION OF PUBLIC COMMENTS
Written comments may be submitted via mail to the City Clerk at City Hall (P.O. Box 1420, San Juan Bautista, CA 95045), or emailed to [email protected] no later than 3:00 p.m. on the day of the meeting. Written comments will be read into the record provided that the reading does not exceed three (3) minutes.

PUBLIC NOTIFICATION
This agenda was posted on Friday, January 17, 2025 on the bulletin board at City Hall, 311 Second Street, the bulletin board at the City Library, 801 Second Street, the bulletin board at the entrance to the United States Post Office, 301 The Alameda, and the City’s website. Meetings are streamed live at https://www.facebook.com/cityofsanjuanbautista/.

San Juan Bautista
California
~ Black History Month, 2025 ~
WHEREAS, during Black History Month we honor the extraordinary contributions made by African Americans throughout the history of our Republic, and we renew our commitment to liberty and justice for all; and
WHEREAS, during Black History Month we recognize the achievements of African Americans and their role in shaping history along with the contributions that African Americans have made to enhance the economic, cultural, spiritual and political development of our Country; and
WHEREAS, during Black History month we recognize the essential role of African Americans in shaping the story of America and honor their courage and contributions; and WHEREAS, the omission of much of the history and contributions of African Americans from textbooks and other literature has impeded awareness and appreciation; and WHEREAS, the celebration of Black History Month is a positive way of recognizing the culture and history of African Americans as vital to the core beliefs and values of this society; and
WHEREAS, the 2025 Black History Month theme, African Americans, and Labor, focuses on the various and profound ways that work and working of all kinds – free and unfree, skilled, and unskilled, vocational and voluntary – intersect with the collective experiences of Black people; and
WHEREAS, observing Black History Month provides opportunities to gain a deeper understanding of African American history and acknowledge the centuries of struggles for equality and freedom.

NOW, THEREFORE, I Mayor Jordan, on behalf of the San Juan Bautista City Council proclaim FEBRUARY 1 – MARCH 1, 2025 as BLACK HISTORY MONTH, and further encourage all residents to observe this month with appropriate programs, ceremonies, and activities.

Dated this 21st day of January 2025.
_____________________________________
Leslie Q. Jordan, Mayor
Item No. #5.A
City Council Meeting
January 21, 2025
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CITY OF SAN JUAN BAUTISTA

CITY COUNCIL STAFF REPORT
DATE: JANUARY 21, 2025
DEPARTMENT: ADMINISTRATION
FROM: DANA JACKSON, GENERAL MANAGER (SAN BENITO

COUNTY WATER DISTRICT)
BY: DANA JACKSON, GENERAL MANAGER (SAN BENITO

COUNTY WATER DISTRICT)
TITLE: URBAN AREA WATER MASTER PLAN PRESENTATION
RECOMMENDED MOTION:

Approve the Term Sheet for Financing of the Accelerated Drought Response Project (ADRoP) and the Addition of San Juan Bautista to the Hollister Urban Area Water Supply and Treatment Agreement (Term Sheet).

EXECUTIVE SUMMARY:

The Hollister Urban Area Water and Wastewater Master Plan (Master Plan) was first completed in 2008 and updated again in 2017 and 2023. The Master Plan provides a long-term vision for water, wastewater, and recycled water management actions and infrastructure improvements to improve water quality and reliability. The Master Plan also identified the need for the region to begin preliminary work toward the development of additional long-term water supplies to serve the region in times of drought. All projects identified in the 2008 Master Plan and 2017 Master Plan update have since been completed, and we are now in the process of implementing the 2023 recommendations as described below.

BACKGROUND:

In August of 2021, San Benito County Water District (SBCWD), Sunnyslope County Water District (SSCWD), City of Hollister, City of San Juan Bautista, and the County of San Benito Entered into a Memorandum of Understanding (MOU) agreeing to update the Master Plan in order to confirm water demand forecasts, identify preferred long term water supply options and incorporate San Juan Bautista into the urban water supply planning. At the time of entering the MOU, the City of Hollister had begun a City General Plan Update and was addressing LAFCO issues related to wastewater services, as a result, the MOU states that the update will primarily address water supply. However, the water supply issues are a direct result of wastewater effluent compliance goals. The water quality goals found in the Master Plan update are meant to ensure Item No. #5.A
City Council Meeting
January 21, 2025
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wastewater salinity targets are met such that residents receive satisfactory water service and such that fines and penalties from the Water Resources Control Board are avoided.

The 2023 Master Plan update presents a series of projects, as well as the alternatives considered, to achieve a reliable supply of high-quality water to the urban areas in San Benito County for existing and future residents. A key near-term project is the Accelerated Drought Resiliency Project, referred to as ADRoP. This project is needed to improve the reliability of water supplies for existing residents during drought conditions. ADRoP consists of the expansion of the West Hills Water Treatment Plant, conveyance pipelines, and the installation of 5 aquifer storage and recovery wells near Fallon Road. This project’s environmental studies were prepared for only current residents and it is not intended to accommodate future growth. The City and SSCWD previously provided letters of support for the project for inclusion in grant applications, three of which have been awarded, totaling an estimated amount of $22.5 Million in State and Federal grants.

SBCWD anticipates issuing bond debt to cover the remaining capital costs for ADRoP. The attached Term Sheet represents the proposed terms for this financing and includes the addition of San Juan Bautista to the Hollister Urban Area Water Supply and Treatment Agreement (Agreement). If approved, the Term Sheet will be used to draft contract language for amendments to the Agreement, which will be brought back to the parties for consideration later this year.

FISCAL IMPACT:

ADRoP will be funded by a Water Reliability Charge that is included in the Raw Water Charge for water treated at the water treatment plants (Lessalt Water Treatment Plant and West Hills Water Treatment Plant) and delivered to City of Hollister, Sunnyslope County Water District, and San Juan Bautista customers. The current reliability charge is $175 per acre foot of water (325,851 gallons) and will decrease to $132 per acre foot in March 2025. Currently, this amounts to about $230,000 per year for the City from the Water Enterprise Fund (620), depending on the amount of surface water used.

CEQA:

The Term Sheet does not represent a project under CEQA.

ATTACHMENTS:

1. Term Sheet

2. SBCWD Staff Presentation
Hollister Urban Area 1
Financing of HUA Water Supply and Treatment Facilities January 2025 202270111811.149

TERMS SHEET

FOR FINANCING OF ADROP AND

THE ADDITION OF SAN JUAN BAUTISTA TO THE

HOLLISTER URBAN AREA

WATER SUPPLY AND TREATMENT AGREEMENT
(1/2025)
This Term Sheet summarizes the principal terms and conditions for San Benito County Water District (SBCWD) to add the City of San Juan Bautista (SJB) as a partner to the Hollister Urban Area Water Supply and Treatment Agreement, and to further a project to provide water supply reliability during drought years.

This Term Sheet shall be non-binding and is conditioned on the completion of negotiations for the 2nd amended Water Supply and Treatment Agreement (Agreement), legal review, and associated documentation that is satisfactory to all parties.

San Juan Bautista
• The transmission pipeline to SJB will be treated as a separate project and will be addressed outside of this Agreement.
• SJB will purchase XX percent of the treatment capacity of the combined Lessalt and West Hills treatment plants.
• SJB will pay for XX percent of the capacity for Tranches 1-3 on the same terms and schedule as City of Hollister (COH) and Sunnyslope County Water District (SSCWD). • SJB’s repayment schedule will be accelerated to match the final repayment dates of COH and SSCWD.
• SJB will pay the relative percentage of the treatment capacity purchased into the to date total of the Capital Replacement Reserve.
• COH and SSCWD will receive a credit to their respective repayment balances of Tranches 1-3 based on the amount of treatment capacity SJB purchases. • SBCWD will recalculate the amortization schedules for Tranches 1-3 for COH and SSCWD such that the final repayment dates remain the same with adjusted annual payments.

Hollister Urban Area 2
Financing of HUA Water Supply and Treatment Facilities January 2025 202270111811.149
• SBCWD will suspend collections for the Capital Replacement Reserve for COH and SSCWD until the amount credited to COH and SSCWD from SJB’s purchase of treatment capacity is depleted.
• Fixed costs for operation of Lessalt and West Hills will be allocated to COH, SSCWD, and SJB based on their respective treatment capacity.
• Variable costs of treatment for Lessalt and West Hills will be aggregated and charged to COH, SSCWD, and SJB based on the amount of finished water delivered to each party. • All other provisions of the Water Supply and Treatment Agreement will remain in place with the addition of SJB as an equal party.
• SBCWD will contribute to SJB a non-reimbursable amount to the purchase of treatment capacity equal to the amount SBCWD contributed to COH and SSCWD based on the amount of treatment capacity purchased.

ADRoP
Financing
• SBCWD has received $20,000,000 in grant funding for the construction of the ADRoP project.
• At SBCWD’s option SBCWD will either seek bond sales or pay from undesignated reserves for the remainder of the construction costs.
• If bonds are issued SBCWD will only charge M&I water for the principal portion of the bond payments for the remaining capital costs of construction. SBCWD will pay the interest portion.
• Payments for the remaining capital costs of construction either through bonds issuance or from District reserves will be through a “reliability fee” for all M&I water sold on a per acre foot basis until the debt is retired. This will include District customers outside of the Urban Area as they will also benefit from the ADRoP project.

Operation
Hollister Urban Area 3
Financing of HUA Water Supply and Treatment Facilities January 2025 202270111811.149
• Wet year water will be treated and injected into the aquifer for later recovery during dry and critically dry years.
• Recovery may occur over multiple years depending on conditions and the amount of water previously stored.
• SBCWD will pay for the raw water cost and hold the variable cost of treatment for all water injected and stored until such water is recovered and delivered to the District customers.
• All water recovered will be aggregated with all other M&I water supplies for the given year of recovery such that regardless of which customer received the water all beneficiaries of the increased water supply will pay.
• SBCWD acknowledges that COH wells and conveyance facilities will be needed to convey water to the ADRoP well field. SBCWD will work with COH to develop an equitable solution to the use of COH facilities.
• SBCWD also acknowledges that water delivered to the ADRoP well field will be mixed with groundwater as it moves through the COH system. However, when recovered, it is expected that water delivered will be similar in quality as treated water from Lessalt or West Hills that is mixed with groundwater before delivery to the ultimate consumer.

San Benito Urban Areas
Water Supply and Treatment Master Plan Implementation
January 21, 2025
Background
• Agencies recognized the need to coordinate on water and wastewater planning and implementation
• A coordinated Master Plan was identified as the best method to incorporate all agencies needs and concerns
Original
Master
Plan
2008
Amended
MOU
2007
Amended
MOU
2014
Updated
Master
Plan
2017
Amended
MOU
2021
Updated
Master
Plan
2023
2000 2005 2010 2015 2020
Original
MOU
2004
Coordinated Water
Supply and
Treatment Plan
2010
Objectives of the Master Plan Update
• Continuous improvement toward water quality goals. Hardness is the focus for Municipal and Industrial (M&I) supply.
• Identify and implement water supply options to increase dry year water supply reliability.
• Provide reliable, sustainable water supply for future growth. • Coordinate with ongoing efforts: Sustainable Groundwater Management Act (SGMA), the Managed Aquifer Recharge (MAR) project, and supply of treated surface water to San Juan Bautista (SJB).
• Continue to address water needs through coordinated regional solutions.

Master Plan Key Findings
• Water hardness level of service goals are key driver
• 180mg/L requires ~80% imported surface water
• Current water supply is sufficient to meet existing water demand in normal hydrologic years
• Deficit of high-quality for existing customers in dry and critically dry years • ~1,200 AFY
• Additional supply of high-quality water
is needed for growth beyond 2025
Master Plan Key Recommendations
• Implement Phase 1 of Aquifer Storage and Recovery (ASR) Project (ADRoP) to meet water supply needs for existing customers in dry years – for existing customers
• Pursue B.F. Sisk Dam Raise in collaboration with USBR – for future customers and paid for by developers
• Implement treated water transmission pipeline from West Hills WTP to San Juan Bautista
Accelerated Drought Response Project (ADRoP)
Purpose
• Accelerate ASR Project to provide
drought resilient water supply for existing
customers on an expedited timeline to
qualify for significant grant funding
Project Components
• Expansion of West Hills WTP to 6.75 mgd
• 5 ASR Wells for injection and extraction
• New transmission pipelines and
appurtenances
Capital Cost estimated at $50+/- Million
Source: Draft ADRoP BODR, August 2024
ADRoP Conceptual Operational Strategy
• Design criteria is based on 3-year cycle:
• Year 1 is a fill year, recharge is 500 gpm, over 10
months
• Years 2, 3 are extraction years
• Extraction can be recovered on-demand, over a
shorter period (e.g., 6 months) or long period
(e.g., 2 years) depending on water demands and
supplies available from other sources
• Additional wet years increase the filling period
and subsequent extraction
• Injection and extraction are in 1:1 ratio for long-term management • Adaptive management will influence actual operations over time • Annual collaboration with City of Hollister, SJB, and SSCWD will be needed ADRoP Grant Funding toward ~$50M Capital Expenditure
Grant Funding Target Grant
Request Grant Award Match Required
DWR – IRWM $1.8M $1.8M 50%
DWR – SGMA Round 2 $20M $11.5M 0%
USBR – Small Storage ~$9.2M $6.7M 75%
Total Grant Funding $20M
Approximately 40% of the project will be funded through grants.

Key Financing Terms for ADRoP Capital Costs
• Grants will fund a significant portion of the project (~40%) • SBCWD will seek bond sales for the balance of project costs • SBCWD will only charge for the principal portion of the bond payment and SBCWD will pay the interest portion
• Payments will be through a “Reliability Fee” on all M&I water sold, on a per acre-foot basis, until the debt is retired.
• Reliability Fee is charged to all M&I customers, including those outside the Urban Area Key Terms for ADRoP Operational Costs
• Wet year water will be treated and injected into the aquifer for later recovery during dry and critically dry years. Recovery may occur over multiple years depending on conditions and the amount of water previously stored.
• SBCWD will carry the raw water cost and variable cost of treatment for all water injected and stored until water is recovered and delivered.
• Recovered water will be aggregated with all other M&I water supplies for the given year of recovery, such that regardless of which customer received the water all beneficiaries of the increased water supply will pay.
• The City of Hollister’s distribution system will be needed to convey water to the ADRoP wellfield. SBCWD will work with the City of Hollister to develop an equitable solution for the use of its facilities.
• Water delivered to the ADRoP wellfield will be mixed with groundwater as it moves through the City of Hollister’s system. When recovered, it is expected that water delivered will be similar in quality as treated water from Lessalt or West Hills that is similarly mixed with groundwater in the distribution system before delivery to the end user.

Schedule of Institutional Agreements

1. Agree on Principal Terms for Financing of ADRoP and Addition of San Juan Bautista
• Buy-in costs for San Juan Bautista for Treatment Capacity • Transmission pipeline to be handled separately

2. Update the Water Supply & Treatment Agreement

3. Ongoing Coordination on Operations
Questions
+
Discussion
Item: # 6.A
City Council
January 21, 2025
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CITY OF SAN JUAN BAUTISTA

CITY COUNCIL STAFF REPORT
DATE: JANUARY 21, 2025
DEPARTMENT: COMMUNITY DEVELOPMENT DEPARTMENT
BY: JERRY SANGUINETTI, CITY ENGINEER AND ILSE LOPEZNARVAEZ, ASSOCIATE PLANNER SUBJECT: CONSIDER ADOPTION OF A RESOLUTION TO REQUIRE THE PROPERTY OWNER OF 701 SECOND STREET TO MODIFY

THE EXISTING FENCE TO ADDRESS TRAFFIC AND

PEDESTRIAN SAFETY CONCERNS
RECOMMENDED ACTION:

Staff recommends City Council to adopt a resolution requiring the property owner of 701 Second Street to modify the existing fence to address traffic and pedestrian safety concerns.

BACKGROUND:

In early 2024, the property owner located at 701 Second Street (APN 002-090-0030) made a request to the City to change the designation of his front property line from Second Street to Jefferson Street.

On February 5, 2024, the former City Manager, Don Reynolds, signed a letter acting as a Planning Director pursuant to Chapter 2-2 and Chapter 11-29 of the San Juan Bautista Municipal Code (“SJBMC”), to change the front property line designation from Second Street to Jefferson Street and permit the installation of a six-foot fence on the interior property line between 701 Second Street and 705 Second Street (APN 002-090-0020) to enhance the privacy of the property owner located at 701 Second Street.

On June 1, 2024, the property owner of 705 Second Street mailed the City a letter to express concerns that the proposed fence would obstruct visibility of their driveway and would pose a hazard to pedestrians.

On November 19, 2024, the City Attorney provided an analysis of the arguments made on the appeal during the City Council meeting. City Council recommended that City staff go back and review the issues at hand and have the new Associate Planner provide a review and recommendation.

Item: # 6.A
City Council
January 21, 2025
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DISCUSSION
In December 2024, City staff met with the property owner of 701 Second Street to discuss the analysis made by the Associate Planner and City Engineer and to provide recommendations for next steps regarding the issue at large. City staff and the property owners came to a consensus to rescind the administrative decision made by the City Manager on February 5, 2024, to maintain the front property line on Second Street, as depicted in Section 11-29-010 the SJBMC, and to determine how much of the six-foot fence on the interior lot line between 701 Second Street and 705 Second Street would need to be shortened to ensure public safety and visibility.

On January 16, 2025, City Staff met with the property owner of 701 Second Street to follow-up on next steps and determine the length of the fence that would need to be shortened to protect public safety and prevent potential traffic incidents.

STAFF ANALYSIS
The property located on 701 Second Street is a corner lot with a zoning designation of Low Density Residential (R-1) and a General Plan land use designation of Low Density Residential.

The issues at-large for this property are the designation of the front property line and the allowable fence height of the interior lot line as it is adjacent to the driveway of the adjacent property, 705 Second Street.

Front Property Line Designation
As the 701 Second Street property is a corner lot located in residential zoning district, pursuant to the San Juan Bautista Municipal Code (SJBMC), the following City Code regulations apply regarding the front property line designation:

Chapter 11-29 Definitions
“Lot, corner” means a site bounded by two (2) or more adjacent street lines that have an angle of intersection of not more than one hundred thirty-five (135) degrees. The front yard of a corner lot shall adjoin the shortest street property line; provided, that where street property lines are substantially the same length, the planning director shall determine the location of the front yard.
“Lot or property line, front” means, on an interior lot, the lot line abutting the street; or, in a corner lot, the shorter lot line abutting a street; or, on a flag lot, the interior lot line most parallel to and nearest the street from which access is obtained. “Lot or property line, interior” means a lot line not abutting a street. “Lot or property line, rear” means a lot line, not a front lot line, that is parallel or approximately parallel to the front lot line. Where no lot line is within forty-five (45) degrees of being parallel to the front lot line, a line ten feet (10') in length within the lot, Item: # 6.A
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parallel to and at the maximum possible distance from the front lot line, shall be deemed the rear lot line for the purpose of measuring rear yard depth. “Lot or property line, side” means any lot line that is not a front lot line or a rear lot line.
“Lot or property line, street” means a lot line abutting a street.

Per the definitions identified under Chapter 11-29 of the SJBMC, Exhibit A identifies the property lines as designated by the Municipal Code.

Exhibit A – Property Line Designation per Chapter 11-29 of the SJBMC Based on this analysis for the front property line designation of 701 Second Street, the proper front property line identified per the SJBMC is the shorter side, which is along Second Street.

Staff recommends maintaining this front property line designation along Second Street, as redesignation of the front property line would further extend the non-conformance of the property by creating a “reverse corner lot”, to which the City would need to amend the Zoning Code to create cohesive zoning standards for this property and future ones. The property owner at 701 Second Street, may maintain the front door of their home along Jefferson Street as an existing non-conforming structure, however, Staff recommends the designation of the front property line remain along the Second Street side.

Item: # 6.A
City Council
January 21, 2025
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Allowable Fence Height on Interior Lot Line
The six-foot fence erected by 701 Second Street exceeds the height limitation as established under Section 11-04-070.(J) and Section 10-1-505.(C) of the SJBMC and currently obstructs visibility for vehicles existing the adjacent driveway, thus creating a hazardous condition.

Section 11-04-070.(J)
(J) Fences, Walls, and Hedges
(1) In residential zones, fences, hedges, and walls may not exceed three feet (3′) in the required front yard setback or six feet (6′) in the required side or rear yard setbacks. The following exceptions shall apply:
(a) Properties sites within the historic overlay district shall not have fences, hedges, and walls higher than three feet (3′) in a front yard except as provided in subsection (J)(1)(b) of this Section. (b) Boundary line fences or walls adjacent to commercial property may be eight feet (8′) high if requested or agreed upon by a majority of the adjacent residential property owners.
(2) In the A, C, MU or I district, fencing shall be permitted in required yards as necessary to provide effective screening and security for permitted uses. (3) For the purposes of this Section, fence and wall heights shall be measured from grade from the lower side of the structure.

Section 10-1-505.(C)
(C) On a corner lot a fence or hedge over four feet (4') in height above the average crown of adjacent streets shall be not less than twenty feet (20') from the point of intersection of the street right-of-way lines, or said lines extended, or less than ten feet (10') from said right-of-way at any point.

The American Association of State Highway and Transportation Officials (AASHTO) Greenbook establishes recommended sight triangle requirements, including maintaining clear zones for minimum distances consistent with the reasonable or posted speed limit, to ensure unobstructed views of the roadway for drivers and unobstructed views for pedestrians on the sidewalk. City staff recommends use of a reasonable sight triangle to protect the traveling public by ensuring that intersections and driveways provide adequate visibility by remaining free of obstructions to vehicle operators within the designated clear zones.

CEQA ANALYSIS
Pursuant to the California Environmental Quality Act (CEQA), this project is categorically exempt from CEQA review under California Code of Regulations Title 14, Section 15301 (Class 1 - Existing Facilities and Class 4 – Minor Alterations to Land) as it only involves minor repairs and maintenance to an existing accessory structure (fence) and landscaping, therefore having no significant environmental impact.

Item: # 6.A
City Council
January 21, 2025
Page | 5

FISCAL IMPACT
Due to the Administrative Decision issued on February 5, 2025, the property owner located at 701 Second Street, erected a six-foot fence on the interior property line between their property and 705 Second Street. After further analysis of the decision, City Staff recommends rescinding the administrative decision issued on February 5, 2025 and recommends offering the property owner a 30% reimbursement or a maximum of $1,000, whichever is less, of the total cost to shorten the six-foot fence to an agreed height.

ACTION REQUESTED OF THE CITY COUNCIL:

Staff recommends City Council to adopt a resolution requiring the property owner of 701 Second Street to modify the existing fence to address traffic and pedestrian safety concerns.

Prepared By: Ilse Lopez-Narvaez, Associate Planner
Jerry Sanguinetti, City Engineer
Reviewed By:

Approved By:

ATTACHMENTS
Attachment A – Resolution
Attachment B – Administrative Decision by the City Manager dated February 5, 2024 Attachment C – Sight Distance Triangle Handout
Attachment D – Visibility Triangle

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RESOLUTION NO. 2025-XX

A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF SAN JUAN BAUTISTA TO REQUIRE THE PROPERTY OWNER AT 701 SECOND STREET TO MODIFY THE

EXISTING FENCE TO ADDRESS TRAFFIC AND PEDESTRIAN SAFETY CONCERNS WHEREAS, the City Council of the City of San Juan Bautista has been made aware of traffic and pedestrian safety concerns raised by the property owner at 705 Second Street regarding limited visibility while egressing from their driveway due to an existing front yard fence located at 701 Second Street; and
WHEREAS, the fence in question exceeds the height limitation of three feet as established under Section 11-04-070. (J) of the Planning Code and Section 10-1-505. (C) of the Municipal Code, which govern front yard fence height restrictions to ensure traffic and pedestrian safety; and
WHEREAS, for purposes of this resolution, the fence is considered a "pre-existing, nonconforming structure," and at its current height obstructs visibility for vehicles exiting the adjacent driveway, creating a hazardous condition; and
WHEREAS, the American Association of State Highway and Transportation Officials (AASHTO) Green Book establishes recommended sight triangle requirements, including maintaining clear zones for a minimum distance consistent with the reasonable or posted speed limit, to ensure unobstructed views of the roadway (and sidewalk) for drivers; and WHEREAS, use of a reasonable sight triangle is essential for protecting the traveling public, ensuring that intersections and driveways provide adequate visibility by remaining free of obstructions to vehicle operators within the designated clear zones; and WHEREAS, the City Council recognizes the importance of adopting and enforcing these safety concepts and standards to protect public safety and prevent potential traffic incidents; and WHEREAS, the property owner at 701 Second Street was initially advised, albeit in error, that a higher-than-legal fence could be constructed, necessitating a balanced resolution to address both safety and fairness concerns.

NOW, THEREFORE, IT IS HEREBY RESOLVED by the City Council of the City of San Juan Bautista as follows:

1. That the City shall engage a licensed traffic engineer to assess the sight distance at the intersection of the driveway at 705 Second Street and the roadway, including the impact of the front yard fence located at 701 Second Street.

2. That the traffic engineer’s findings shall be documented in a technical memorandum, including recommendations for modifying the fence to meet a reasonable sight triangle Page | 2
standard consistent with AASHTO Green Book or other reasonable standard and submitted to the City Council for review.

3. That based on the findings, and considering the incorrect advice previously given to the property owner at 701 Second Street, the City Engineer, with the Planning Department’s concurrence, shall allow for the modification of the existing fence to comply with reasonable sight triangle requirements; and a variance will be granted to permit the remaining portions of the fence to remain intact and at their current height.

4. That the costs associated with the assessment and any subsequent modifications to the fence shall be borne by the property owner at 701 Second Street, with a portion to be paid by the City of San Juan Bautista in an amount not to exceed $1,000.00 dollars or 30%, whichever is less of the total cost, due to the previous letter of approval provided to the property owner, as the structure is in violation of applicable codes and poses a safety hazard.

5. That once adopted by this body, the property owner at 701 Second Street will be granted a reasonable timeframe and will work expeditiously to complete the required fence line modifications; not to exceed 45 days.

6. That the City Clerk is directed to notify the property owners at 701 Second Street and 705 Second Street of this resolution and the steps to be undertaken to address the safety concerns.

PASSED AND APPROVED by the City Council of the City of San Juan Bautista on this 21st day of January, 2025, by the following vote:

AYES:

NOES:

ABSENT:

ABSTAIN:

APPROVED:
_________________________
Leslie Q. Jordan, Mayor
Page | 3
ATTEST:
________________________
Elizabeth Soto, City Clerk

Sidewalk Traffic Visibility
Triangle Clear Zone:
15’ leg x 50’ leg
Street Traffic Visibility
Triangle Clear Zone:
15’ leg x 280’ leg
Visibility Triangle for the Driveway at 703 2nd Street
280’
50’
15’
15’
Reference:

These representative Intersection Sight Distance Cases are generally consistent with the AASHTO Green Book. Determination of sight distance triangles may also be calculated by a traffic or civil engineer, consistent with calculation methods in the AASHTO Green Book, to provide a standard for a unobstructed view of the roadway visible to the driver.

SIGHT DISTANCE TRIANGLES
Providing adequate sight distance at all
intersections is important to protecting the
traveling public. An inability to see, and
respond to, oncoming traffic is a potential
cause of crashes. Identifying a Driver’s
Clear Zone helps property owners provide
adequate sight distance for drivers using
their designed roadway or driveway.

What are Sight Distance Triangles?
Sight triangles identify areas at the corners of
intersections of roads and driveways where
views of approaching traffic should not be
obstructed. Sight distance triangles must be
identified and shown at all road intersections
and noted on the final subdivision plat and on
commercial site plans. These areas should be
noted as “minimum driver’s clear zone”, and
are required to remain free of all obstructions
that would interfere with a driver’s visibility. This
clear zone area is defined as anything
between the heights of 3 ft and 10 ft, which
often include buildings, signs, mailboxes,
parked vehicles, walls/fences, vegetation etc.

Exceptions (such as utility poles) may
typically only be approved by the City
Engineer.

Sight distance triangles are based on the time
needed for a driver to see traffic on an
uncontrolled street, to then decide to turn,
make the turning movement, and begin
accelerating. Sight distance triangles for
approaching traffic on both sides of any
accessed roadway must be determined and
provided on your design plans.

Special Notes:
· A sight distance triangle is measured
from edge of pavement to edge of
pavement or, if an unpaved roadway,
from the edge of the travelway.
· Determination of sight distance
triangles may also be calculated by a
traffic or civil engineer, consistent with
AASHTO Green Book, to provide an
unobstructed view of the roadway
visible to the driver.
· If frequent or high levels of large truck
traffic are anticipated at the
approach, increased intersection sight
distance may be warranted and
should be calculated consistent with
AASHTO Green Book.

What is the Clear Zone?
Minimum Driver’s Clear Zone: No screening,
landscaping, vegetation, structures, parking
areas or other obstruction to visibility between
the heights of three and ten feet above the
top of curb or centerline grade of the street
will be permitted within the clear zone as
defined by the sight distance triangular area.

Development must be set back or restricted in
order to provide clear sight distance.

Sight Distance/Clear Zone Exhibit: The Exhibit
and table below represent the typical length
expectation for Distance “X” along a straight
two lane roadway to establish an adequate
clear zone area.
\
Sight distance calculations should be performed
when horizontal or vertical curvature (hills or
curves in the roadway) might impact the
placement of a sight distance triangle.

Edge of
Pavement
Edge of
Travel Way
Minimum Driver’s
Clear Zone
Minimum Driver’s
Clear Zone
Edge of Travel Way
Edge of Pavement
What are the typical Sight Distance
considerations?
Horizontal Alignment/Skew: Sight distance is a
measure of visibility, and so it is preferred that
driveways and roadways are ideally at a 90-
degree angle (perpendicular) to the road
they are accessing, for optimal and balanced
view in both directions. When parcel
circumstances cannot accommodate this, a
reduction to a minimum of 60 degrees, may
be considered for approval by the County
Engineer.

Vertical Alignment: When you are installing a
new driveway or roadway, or re-evaluating an
existing condition, the vertical alignment of
the roadway you are making a connection
into should be taken into consideration. If the
driveway or roadway is placed on either side
of a crest curve, sight distance may be
impeded by the roadway crest curve.

Landscaping: Landscaping within the Rightof-Way may be permitted, in compliance with Roadside Design good practices, provided
that your landscaping does not
impede recommended sight distance
or cause visibility problems, introduce
safety hazards, and does not create the
potential to damage the road and drainage
system infrastructure.

Permitting: A Right-of-Way permit is required
prior to construction of a driveway or roadway
and/or the subsequent clearing of the
minimum driver’s clear zone within the
Right-of-Way. It is your responsibility to keep
your driveway in good condition, your culverts
cleared and the driver’s clear zone free of
any obstructions.

What if my parcel access has difficult
features that may require special
considerations?
Variances to the sight distance triangle
standards must be reviewed by the City
Engineer. A few exceptions may be utility
poles, mailboxes, fire hydrants, etc. and must
be approved on an individual basis by the
City Engineer.

Requests for review and approval must
include site plans that illustrate sight distance
triangles with mitigation plans for any
obstacles still within the driver’s clear zone.

Sight Distance Triangle

Item 6.A.

Appeal from Administrative Decision Regarding 701- 705 Second Street (Continued from November 19, 2024)
Background
• Early 2024
• Property owner located at 701 Second Street (APN 002-90-0030) requested a change in the front property line designation from Second Street to Jefferson Street
• February 5, 2024
• Former City Manager signed a letter acting as a Planning Director, pursuant to Chapter 2-2 and Chapter 11-29 of the San Juan Bautista Municipal, to:
• Change the front property line designation from Second Street to Jefferson • Permit the installation of a six-foot fence on the interior property line between 701 Second Street and 705 Second Street (APN 002-090-0020) to enhance their privacy. 701 Second St.

Request
Existing Frontage
Requested Frontage
Background
• June 1, 2024
• Property owner located at 705 Second Street (APN 002-090-0020) mailed the City a letter to express concerns that the proposed fence would obstruct visibility of their driveway and would pose a hazard to pedestrians thus resulting in an appeal of the administrative decision made by the former City Manager.
• November 19, 2024
• City Attorney provided an analysis of the arguments made on the appeal during the City Council Meeting
• City Council recommended that City Staff go back and review the items with the new Associate Planner.

Discussion
• December 2024
• City staff met with the property owner of 701 Second Street to discuss:
• Analysis made by the Associate Planner and City Engineer • Provide recommendations and determine next steps on the issue • Outcome:
• Consensus to rescind the administrative decision made by the former City Manager on February 5, 2024 to maintain the front property line on Second Street, as written in Section 11-29-010 the San Juan Bautista Municipal Code
• Determine how much of the six-foot fence located on the interior lot line between 701 Second Street and 705 Second Street would need to be shortened to ensure public safety and visibility • January 16, 2024
• City staff met with the property owner to follow up on next steps and identify the length of the fence that would need to be shortened.

Analysis
• 701 Second Street
• Corner lot on Second Street and
Jefferson Street
• Zone: Low-Density Residential (R-1)
• General Plan Designation: Low-Density
Residential
Analysis - Planning
• Applicable Zoning Municipal Codes
Chapter 11-29 Definitions
“Lot, corner” means a site bounded by two (2) or more adjacent street lines that have an angle of intersection of not more than one hundred thirty-five (135) degrees.

The front yard of a corner lot shall adjoin the shortest street property line; provided, that where street property lines are substantially the same length, the planning director shall determine the location of the front yard. “Lot or property line, front” means, on an interior lot, the lot line abutting the street; or, in a corner lot, the shorter lot line abutting a street; or, on a flag lot, the interior lot line most parallel to and nearest the street from which access is obtained. “Lot or property line, interior” means a lot line not abutting a street. “Lot or property line, rear” means a lot line, not a front lot line, that is parallel or approximately parallel to the front lot line. Where no lot line is within forty-five (45) degrees of being parallel to the front lot line, a line ten feet (10') in length within the lot, parallel to and at the maximum possible distance from the front lot line, shall be deemed the rear lot line for the purpose of measuring rear yard depth. “Lot or property line, side” means any lot line that is not a front lot line or a rear lot line.
“Lot or property line, street” means a lot line abutting a street. 80 feet
100 feet
Identifying the
Shorter Side
for Corner Lot
per SJBMC
80 feet
Front Property Line
Rear Property Line
Interior Side
Property Line
Street Side
Property Line
Identifying
the Property
Lines per
SJBMC
Analysis & Conclusion- Planning
• Proper front property line identified
per the SJBMC is the shorter side, on
Second Street
• Staff recommends maintaining the
property line designation along
Second Street
• Re-designation of the front property line would further extend the non- conformance of the property by creating a “reverse corner lot”, to which
the City would need to amend the
Zoning Code to create cohesive zoning
standards for this property and future
ones.

Analysis – Planning & Engineering
• Six-foot fence erected by 701 Second Street exceeds the height limitation as established under Section 11- 04-070.(J) and Section 10-1-505.(C) of the SJBMC • Height currently obstructs visibility for vehicles existing the adjacent driveway, thus creating a hazardous condition.

Section 11-04-070.(J)
(J) Fences, Walls, and Hedges
(1) In residential zones, fences, hedges, and walls may not exceed three feet (3′) in the required front yard setback or six feet (6′) in the required side or rear yard setbacks. The following exceptions shall apply:
(a) Properties sites within the historic overlay district shall not have fences, hedges, and walls higher than three feet (3′) in a front yard except as provided in subsection (J)(1)(b) of this Section. (b) Boundary line fences or walls adjacent to commercial property may be eight feet (8′) high if requested or agreed upon by a majority of the adjacent residential property owners. (2) In the A, C, MU or I district, fencing shall be permitted in required yards as necessary to provide effective screening and security for permitted uses. (3) For the purposes of this Section, fence and wall heights shall be measured from grade from the lower side of the structure.

Analysis & Conclusion – Planning &
Engineering
• American Association of State Highway and Transportation Officials (AASHTO) Greenbook establishes recommended sight triangle requirements • Including maintaining clear zones for minimum distances consistent with the reasonable or posted speed limit, to ensure unobstructed views of the roadway for drivers and unobstructed views for pedestrians on the sidewalk
American Association of State Highway and Transportation Officials (AASHTO) Greenbook Recommendations
Reference:

Overall Recommendations
• Staff recommends maintaining the property line designation along Second Street • Re-designation of the front property line would further extend the non-conformance of the property by creating a “reverse corner lot”, to which the City would need to amend the Zoning Code to create cohesive zoning standards for this property and future ones. • City staff recommends use of a reasonable sight triangle to protect the traveling public by ensuring that intersections and driveways provide adequate visibility by remaining free of obstructions to vehicle operators within the designated clear zones. • City Staff recommends rescinding the administrative decision issued on February 5, 2025 and recommends offering the property owner a 30% reimbursement or a maximum of $1,000, whichever is less, of the total cost to shorten the six-foot fence to an agreed height.

Item No. #6.B
City Council Meeting
January 21, 2025
Page | 1

CITY OF SAN JUAN BAUTISTA

CITY COUNCIL STAFF REPORT
DATE: TUESDAY, JANUARY 21, 2025
DEPARTMENT: PLANNING DEPARTMENT
FROM: ERICA FRASER, AICP, PLANNING DIRECTOR
TITLE: APPEAL OF THE PLANNING COMMISSIONS DECISION TO
APPROVE THE MAJOR SITE DESIGN REVIEW FOR 411 THE
ALAMEDA WITH CONDITION OF APPROVAL NO. 19

REQUIRING THE REMOVAL OF STONE VENEER AT THE

FRONT OF THE HOUSE
SUMMARY:

On December 11, 2024, the property owner, Kelvin Hildebrand, filed an appeal (Attachment 5) of the Planning Commission’s decision to include Condition of Approval No. 19, which required the property owner to remove the stone veneer from the front of the house located at 411 The Alameda (which had been installed prior to receiving a permit) in the Resolution approving Major Site Design Review (SDR 2024-02).

Tonight, the City Council will consider the Appellant, Kelvin Hildebrand’s, request to remove Condition of Approval No. 19 from Planning Commission Resolution 2024-06 and allow the stone veneer to remain as is.

BACKGROUND:

The project has an extensive project history. For more information regarding the history of the project prior to the Historic Resources Board and Planning Commission hearing, please refer to the December 3, 2024 Planning Commission Staff Report included as Attachment 6.

Review of the project was initially noticed for the November 12, 2024 Historic Resources Board and Planning Commission Meetings. A Staff Report was prepared which recommended approval of the project as proposed by the Applicant based on the Department of Parks and Recreation Report (DPR) and recommendations made by Margaret E. Clovis, the City’s professional historian (DPR is included as Attachment 7).

After the publication of the Staff Report, the City received public comment (Attachment 8) on November 11, 2024 disagreeing with the recommendation of Staff. Based on the comments raised within the email sent and because the City’s professional historian would no longer be working with the City, Staff requested that the Planning Commission continue to the item to the next Item No. #6.B
City Council Meeting
January 21, 2025
Page | 2
Planning Commission so that the City’s new historic consultants (Rincon) could review the project and provide recommendations to the City.

Rincon then submitted their analysis of the proposed improvements to the City on December 3, 2024 (Attachment 9) and the analysis was distributed to the Historic Resources Board and Planning Commission. In their analysis, Rincon determined that while the proposed project included modifications to a character-defining resource, it will not result in a substantial adverse change as defined by the California Environmental Quality Act (CEQA) and will continue to convey its architectural significance and will retain sufficient integrity to continue to be eligible for listing in the City of San Juan Bautista’s Historic Register individually, and as a contributor to the Concrete Bungalow Historic District.

On December 3, 2024, the Historic Resources Board held a public hearing to discuss the project.

The Historic Resources Board then recommended that the Planning Commission require the stone veneer to be removed from the front of the house (the stone veneer could remain in the chimney which is set back from the front of the house). The stone veneer can be seen in the following photo.

Photo 1 – Front of House with Stone Veneer
Based on the recommendation of the Historic Resources Board, the Planning Commission then adopted Resolution 2024-06 approving the project and added Condition of Approval No. 19 which required the property owner to remove the stone veneer that has been installed at the front of the house because it was not consistent with the exterior materials of the house previously. The Resolution was approved by a vote of 3-1, with Commissioner Medeiros voting against the inclusion of the new condition.

Following the approval by the Planning Commission with the modified conditions, the property owner filed an appeal of the decision to include Condition of Approval No. 19 on December 11, 2024.

Item No. #6.B
City Council Meeting
January 21, 2025
Page | 3
ANALYSIS:

The Appellant has included a written letter and information (Attachment 5) requesting that the City Council allow the stone veneer to remain as is on the front of the house because it does not compromise the integrity of the historic value of the house.

In the Staff Report dated December 3, 2024, Staff analyzed the entirety of the project and determined that the project, as proposed, was consistent with the Secretary of the Interior’s Standards for Rehabilitation and the City’s Design Guidelines based on the professional opinion and updated DPR by Margaret E. Clovis and in the analysis prepared by Rincon Consultants (see Attachment 6 for Staff’s analysis).

The Planning Commission (with one Commissioner dissenting) determined that the change from concrete to stone veneer at the front of the house did not meet the requirements of the City and significantly changed the view of the front of the house and included Condition of Approval No. 19 requiring the stone veneer to be removed (please see the Draft Planning Commission Minutes included as Attachment 4 or a video of the meeting can be found via https://www.youtube.com/watch?v=AXsukJH17DE or by following the link from the City of San Juan Bautista’s Meeting Webpage).

ENVIRONMENTAL REVIEW:

The project is Categorically Exempt under Section 15301 (Class 1) of the California Environmental Quality Act which exempts the operation, permitting, leasing, and/or licensing of existing public or private structures/facilities, involving negligible or no expansion of the existing use. The project is also Categorically Exempt pursuant to CEQA Guideline Section 15331(class 31) projects limited to construction in a manner consistent with Secretary of the Interior Standards for the Treatment of Historic Properties and associated Guidelines.

FISCAL IMPACT:
$0
STAFF RECCOMENDATION:

For this appeal, Staff remains neutral and is asking the City Council to determine if the stone veneer detracts from the historic integrity of the house (thereby denying the appeal and upholding the Planning Commission’s decision) or if the stone veneer is consistent with the City’s requirements and can remain as is (thereby approving the appeal and reversing the decision of the Planning Commission).

Staff has prepared two separate resolutions which can be filled in and completed based on the City Council’s determination.

The City Council has the following options:

Item No. #6.B
City Council Meeting
January 21, 2025
Page | 4

1. Deny the Appeal and uphold the Planning Commission approval of SDR 2024-03 and the inclusion of Condition of Approval No. 19; or

2. Approve the Appeal and removing Condition of Approval No. 19 from the Planning Commission’s approval of SDR 2024-03; or

3. Continue the hearing and direct Staff to provide additional information or clarification.

ATTACHMENTS:

1. City Council Resolution denying the appeal and upholding the decision of the Planning Commission.

2. City Council Resolution approving the appeal and reversing the decision of the Planning Commission to require removal of the stone veneer.

3. Planning Commission Resolution 2024-06 approving SDR 2024-03.

4. Appeal Form with attachments filed by Kelvin Hildebrand.

5. December 3, 2024 Planning Commission Staff Report (without attachments).

6. Updated Department of Parks and Recreation Report for 411 The Alameda.

7. Public Comment received from Cara Vonk.

8. Rincon Analysis dated December 2, 2024.

CC Resolution 202-
Appeal of SDR2024-02/ 411 The Alameda

Page 1 of 4 ends

1 RESOLUTION 2025-XX

A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF SAN JUAN BAUTISTA

DENYING AN APPEAL FILED BY KELVIN HILDEBRAND AND UPHOLDING THE

DECISION OF THE PLANNING COMMISSION TO INCLUDE CONDITION OF APPROVAL NO. 19, REQUIRING REMOVAL OF THE STONE VENEER ON THE

EXTERIOR OF THE HOUSE IN THEIR APPROVAL OF A MAJOR SITE PLAN AND DESIGN REVIEW FOR IMPROVEMENTS LOCATED AT 411 THE ALAMEDA (APN:
002-530-012)
WHEREAS, the Applicant, Kelvin Hildebrand, submitted an application for a Major Site Plan and Design Review (SDR2024-02) to allow exterior modifications to a historic home.

Improvements include modifications to the existing porch walls and porch piers with new exterior materials, modifications to the exterior of the chimney, new exterior paint colors, removal of an existing picket fence with a wrought iron fence in the front yard, modifications to an existing detached garage, and the installation of a new perimeter fence existing residence referenced in the 1980’s San Juan Bautista’s first cultural resource survey and context statement, and in the 2006 as part of the City’s Updated Historic Context Statement;
WHEREAS, the structure is referenced in Concrete Bungalow Historic District and assigned a 5D3 status code (appears to be a contributor to a district that appears eligible for local listing or designation through survey evaluation) after the city’s professional historian’s evaluation it is recommended that the status be modified to a 5B (locally significant both individually (listed, eligible, or appears eligible) and as a contributor to a district that is locally listed, designated, determined eligible, or appears eligible through survey evaluation); WHEREAS, an updated Department of Parks and Recreation report (DPR) was completed by professional historian Margaret E. (Meg) Clovis, M.A, in November 2024.; WHEREAS, an analysis of the improvements was conducted by Rincon Consultants on December 2, 2024; and
WHERAS, a Staff Report was submitted to the Historic Resources Board and the Planning Commission of the City of San Juan Bautista which evaluated the exterior improvements; and
WHEREAS, the Historic Resources Board and Planning Commission opened a duly noticed public hearing on November 12, 2024 and continued the item to December 3, 2024 where the Planning Commission considered Major Site Design Review 2024-03, review the Staff Report, and receive written and oral testimony for and against the proposal; and WHEREAS, after closing the public hearing and deliberating on the project, the Planning Commission adopted Resolution No. 2024-XX approving the Major Site Design CC Resolution 202-
Appeal of SDR2024-02/ 411 The Alameda

Page 2 of 4 ends

2 Review and adding Condition of Approval No. 19 which requires the homeowner to remove the stone veneer from the front of the house;
WHEREAS, the decision of the Planning Commission was appealed by the project Applicant, Kelvin Hildebrand, on December 11, 2024; and WHEREAS, a staff report dated January 21, 2025 was submitted to the City Council analyzing the appeal; and
WHEREAS, the City Council considered the appeal at a noticed public hearing on January 21, 2025, during which all interested parties had the opportunity to be heard.

NOW THEREFORE IT IS RESOLVED that the City Council of the City of San Juan Bautista denies the Appeal of the project by the Applicant, Kelvin Hildebrand, and affirms the Planning Commission’s approval of Major Site Design Review 2024-03 and all conditions of approval included within Resolution 2024-XX.

BE IT FURTHER RESOLVED that the City Council adopts the following findings for denial of the appeal:

1. The project, as conditioned by the Planning Commission meets the standards set forth in SJB MC Section 11-18-040 is required to make for all proposed Site Plan and Design Review Permit applications, as follows:
(A)With the inclusion of Condition of Approval No. 19, the project is consistent with the standards and requirements of the San Juan Bautista Municipal Code because:
________________________________________________________________________ (B) With the removal of the stone veneer, the project is consistent with the goals and policies of the General Plan and any applicable specific or community plans because:
________________________________________________________________________ (C) With the removal of the stone veneer, the project contributes to safeguarding the City’s heritage and cultural and historic resources because:
________________________________________________________________________ (D)With the removal of the stone veneer, the project is compatible with the surrounding character of the environment because the architectural design, materials and colors harmonize with the character of surrounding development, or other improvements on the site and specific design elements (e.g., balconies, fencing, screening of equipment and utility installations, signs, and lighting) are incorporated into the project because:
________________________________________________________________________ CC Resolution 202-
Appeal of SDR2024-02/ 411 The Alameda

Page 3 of 4 ends

3 (E) As conditioned, the location and configuration of the project harmonizes with the site and with surrounding sites or structures. Structures do not dominate their surroundings to an extent inappropriate to their use and do not unnecessarily block significant views or solar access to adjacent properties because: _________________________________________ (F) As conditioned, the project effectively uses architectural details to break up mass. Roof planes are varied without being overly complex. Otherwise, monotonous long or twostory walls are well-articulated with details such as building off-sets and window features that are compatible with the design and not overly ornate because:
_________________________________
(G)The landscape design, if any, including the location, type, size, color, texture, and coverage of plant materials, provisions for irrigation, and protection of landscape elements have been considered to create visual relief and complement the structures to provide an attractive and water-conserving environment because: the proposed project will not impact the existing landscape.
(H)The design and layout of the proposed project does not interfere with the use and enjoyment of neighboring existing or future development, does not result in vehicular and/or pedestrian hazards, and promotes public health, safety, and welfare because: the proposed project complies with the existing setbacks, lot coverage and height requirements.
(I) The existing or proposed public facilities necessary to accommodate the proposed project (e.g., fire protection devices, public utilities, sewers, sidewalks, storm drains, streetlights, traffic control devices, width and pavement of adjoining streets, etc.) are available to serve the subject site because: the site has existing public utilities that will continue to serve the project consistent with the standards and requirements of the San Juan Bautista Municipal Code.

PASSED AND ADOPTED by the City Council of the City of San Juan Bautista on this 21st of January 2025, by the following vote:

AYES:

NOES:

ABSENT:

ABSTAIN:
________________________________
Leslie Q. Jordan, Mayor
CC Resolution 202-
Appeal of SDR2024-02/ 411 The Alameda

Page 4 of 4 ends

4 ATTEST:
____________________________
Elizabeth Soto, City Clerk
CC Resolution 202-
Appeal of SDR2024-02/ 411 The Alameda

Page 1 of 4 ends

1 RESOLUTION 2025-XX

A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF SAN JUAN BAUTISTA

APPROVING AN APPEAL FILED BY KELVIN HILDEBRAND AND REVERSING

THE DECISION OF THE PLANNING COMMISSION TO INCLUDE CONDITION OF APPROVAL NO. 19, REQUIRING REMOVAL OF THE STONE VENEER ON THE

EXTERIOR OF THE HOUSE, IN THEIR APPROVAL OF A MAJOR SITE PLAN AND DESIGN REVIEW FOR IMPROVEMENTS LOCATED AT 411 THE ALAMEDA (APN:
002-530-012)
WHEREAS, the Applicant, Kelvin Hildebrand, submitted an application for a Major Site Plan and Design Review (SDR2024-02) to allow exterior modifications to a historic home.

Page 2 of 4 ends

NOW THEREFORE IT IS RESOLVED that the City Council of the City of San Juan Bautista approves the Appeal of the project by the Applicant, Kelvin Hildebrand, and removes Condition of Approval No. 19 from Planning Commission Resolution 2024-XX.

BE IT FURTHER RESOLVED that the City Council adopts the following findings for approval of the appeal and reversing the decision of the Planning Commission to approval the project with Condition of Approval No. 19 which required removal of the stone veneer from the front of the house:

1. The project, as proposed including the modification to the base of the house to include stone veneer in addition to concrete materials meets the standards set forth in SJB MC Section 11- 18-040 is required to make for all proposed Site Plan and Design Review Permit applications, as follows:
(A)With the inclusion of Condition of Approval No. 19, the project is consistent with the standards and requirements of the San Juan Bautista Municipal Code because:
________________________________________________________________________ (B) The project is consistent with the goals and policies of the General Plan and any applicable specific or community plans because:
________________________________________________________________________ (C) The project contributes to safeguarding the City’s heritage and cultural and historic resources because:
________________________________________________________________________ (D)The project is compatible with the surrounding character of the environment because the architectural design, materials and colors harmonize with the character of surrounding development, or other improvements on the site and specific design elements (e.g., balconies, fencing, screening of equipment and utility installations, signs, and lighting) are incorporated into the project because:
________________________________________________________________________ CC Resolution 202-
Appeal of SDR2024-02/ 411 The Alameda

Page 3 of 4 ends

3 (E) The location and configuration of the project harmonizes with the site and with surrounding sites or structures. Structures do not dominate their surroundings to an extent inappropriate to their use and do not unnecessarily block significant views or solar access to adjacent properties because: ______________________________________________

(F) The project effectively uses architectural details to break up mass. Roof planes are varied without being overly complex. Otherwise, monotonous long or two-story walls are wellarticulated with details such as building off-sets and window features that are compatible with the design and not overly ornate because:
_______________________________________________________________________ (G)The landscape design, if any, including the location, type, size, color, texture, and coverage of plant materials, provisions for irrigation, and protection of landscape elements have been considered to create visual relief and complement the structures to provide an attractive and water-conserving environment because: the proposed project will not impact the existing landscape.
(H)The design and layout of the proposed project does not interfere with the use and enjoyment of neighboring existing or future development, does not result in vehicular and/or pedestrian hazards, and promotes public health, safety, and welfare because: the proposed project complies with the existing setbacks, lot coverage and height requirements.
(I) The existing or proposed public facilities necessary to accommodate the proposed project (e.g., fire protection devices, public utilities, sewers, sidewalks, storm drains, streetlights, traffic control devices, width and pavement of adjoining streets, etc.) are available to serve the subject site because: the site has existing public utilities that will continue to serve the project consistent with the standards and requirements of the San Juan Bautista Municipal Code.

PASSED AND ADOPTED by the City Council of the City of San Juan Bautista on this 21st of January 2025, by the following vote:

AYES:

NOES:

ABSENT:

ABSTAIN:
________________________________
CC Resolution 202-
Appeal of SDR2024-02/ 411 The Alameda

Page 4 of 4 ends

4 Leslie Q. Jordan, Mayor
ATTEST:
____________________________
Elizabeth Soto, City Clerk
Item #3.A
Planning Commission Meeting
December 3, 2024
Page | 1

CITY OF SAN JUAN BAUTISTA

PLANNING COMMISSION STAFF REPORT
DATE: DECEMBER 3, 2024 (Continued from November 14, 2024) DEPARTMENT: PLANNING DEPARTMENT
FROM: MAGDA GONZALEZ, SENIOR PLANNER
TITLE: SITE PLAN AND DESIGN REVIEW – MAJOR, FOR EXTERIOR MODIFICATION TO A HISTORIC HOME AT 411 THE
ALAMEDA (APN: 002-530-012)
CEQA: CATEGORICALLY EXEMPT PER CEQA GUIDELINE SECTION
15061 (B).

RECOMMENDED MOTION:

Approve a Resolution approving Major Historic Resource Design Review application and Major Site & Design Review application, subject to the findings contained in the draft Resolution (Attachment 1).

RECOMMENDATION
Applicant and owner, Kelvin Hildebrand, requests Planning Commission action on the following entitlement:
• Approval of Site Plan and Design Review – Major, for work performed and proposed on an existing historic home located at 411 The Alameda. The scope of work includes modifications to the existing porch walls and porch piers with new exterior materials, modifications to the exterior of the chimney, new exterior paint colors, removal of an existing picket fence with a wrought iron fence in the front yard, modifications to an existing detached garage, and the installation of a new perimeter fence.

The applicant is also proposing an Accessory Dwelling Unit, however, the ADU is not under the Planning Commission purview. It is a Ministerial review and approval.

BACKGROUND INFORMATION:

On June 3, 2024, the city received a complaint of work being conducted on a historic house without prior approval.

Item #3.A
Planning Commission Meeting
December 3, 2024
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On June 4, 2024, a Stop Work order was issued by the City of San Juan Bautista’s Building Division. The building inspector informed the property owner that the work being performed required review by the Planning Division and may also require building permits.

On June 11, 2024, Meg Clovis, City’s Professional Historian, visited the subject property and met with Mr. Hildebrand. During the visit Mrs. Clovis observed that the porch walls were covered with stone veneer and was informed by Mr. Hildebrand that he planned to recover the porch piers with the original cement stucco. Mrs. Clovis was also informed that he plans to install gutters on the house and that he plans to do stabilization work on the garage. Mrs. Clovis informed Mr.

Hildebrand that the work required prior approval and suggested Mr. Hildebrand contact the city for necessary permits.

On two separate occasions, Minnie Arredondo, Building Official, has visited the site to discuss the improvements currently underway and has informed you of the need for planning and building permits for the work.

On June 21, 2024, staff (Erica Fraser, Planning Director) spoke with Mr. Hildebrand regarding the improvements made and proposed on the property. During that conversation Mr. Hildebrand was informed that the property is a historic resource and as such, approval is required for most exterior changes. During this phone call Mr. Hildebrand indicated that he planned on making changes to the garage, paint the house, add copper gutters, and cover the existing cement porch walls with stone veneer. Due to the number of modifications, the exterior work was determined to be a Major Alteration requiring review and approval by the Historic Resource Board and the Planning Commission through the submittal of a Historic Resource Design Review application and a Site & Design Review application and associated fees. Additionally, during the call, staff asked Mr.

Hildebrand to come in and apply for the necessary building permit(s) and Major Design Review.

On June 28, 2024, a letter of Historic Building Noncompliant Work was issued and posted at the subject property as well as mailed to the owner of record.

On July 3, 2024, the Planning Department received the submittal of a Historic Resource Design Review (Major) application along with associated fees.

On July 19, 2024, a stop work order was issued for work on the garage without a permit as well as the installation of fencing that appeared to require a building permit.

On July 24, 2024, Staff reviewed the submittal and issued a Notice of Incomplete Application. The submittal did not provide all the documentation required to allow staff to properly review the proposal.

On August/September 2024, Staff contacted the applicant multiple times via several methods of communication in an effort to move the project forward. Unfortunately, staff learned that the applicant continued to work on the house without obtaining permits.

On September 18, 2024, the City Attorney sent a demand letter requesting the applicant submit the items noted in the City’s Notice of Incompleteness no later than October 4, 2024.

On September 26, 2024, a Stop Work Order was issued for a pool that had been delivered to the site. The pool was then installed after the Stop Work Order was issued.

Item #3.A
Planning Commission Meeting
December 3, 2024
Page | 3
On October 4, 2024, the deadline to submit plans the applicant visited City Hall but did not submit plans.

In order to assist the homeowners and to bring this project to hearing, the Planning Director was in communication with Mr. and Mrs. Hildebrand guiding them through the process. To facilitate the process and continue the review, the director allowed the applicants to submit digital documents, and even allowed hand drawn plans.

October 15, 2024, last extension to submit required documentation.

October 30, 2024, city staff, including Code Enforcement, the Planning Director, the City Manager and the city’s professional historian, met with owners at the property and went over the work that has taken place and what is required to move forward.

PROJECT PROPOSAL
Most of the project’s scope of work has started or was completed prior to obtaining the required Planning or Building Permits. Work conducted or proposed to be conducted is summarized below Fencing
The Applicant has installed new fencing around the perimeter of the site as well as a new gate set back from the front of the property which encloses the rear yard. The new fencing is eight (8) feet in height or lower and therefore meets the requirements of Section 10-1-505(B) of the Municipal Code which allows side and rear yard fences to be up to 8 feet in height. 8’-0” redwood side fence most of is natural wood. The portion that is painted is Benjamin Moore 1912 historical paint # SW6686. Planning review of side and rear yard residential fences is not required. The Applicant is required to obtain a building permit for the work.

The Applicant also proposes to replace a front yard fence. The existing front yard fence was white plastic pickets. The fencing will be replaced with a new wrought iron fence. Because the property is a historic property, the design of the fence is reviewed by the HRB.

A portion of the existing fence is visible on the site. New metal posts have been constructed. All posts will be cut down to match the height of the new wrought iron fence. A portion of the wrought iron fence has been placed at the site. The new fence will extend the length of the property frontage and will become a gate at the driveway.

The Municipal Code stated that front yard fences may be no taller than 36 inches if they obscure visibility. The proposed fence is 46 inches at the highest point; however, the fence is 50 percent see through and does not obscure visibility, The City’s Historian did not have any concerns regarding the fence.

Fence Recommendation: Staff recommends approval of the fence as proposed with the inclusion Item #3.A
Planning Commission Meeting
December 3, 2024
Page | 4
of Condition of Approval 2 which requires the Applicant to cut down the fence posts to match the height of the fence and paint them black to match. The applicant shall apply for a Building Permit within 14 days and receive a Final Inspection within 60 days and Condition of Approval No. 2.

Detached Garage
Work on the detached garage was conducted without a permit. The existing garage was raised to fix the foundation, new supports on the inside were installed, replacement windows (salvaged windows) were installed, and a new composition roof was installed. The design of the roof was modified from a hipped with shed roof to a gable.

The garage is not visible from the street and is located behind the house and gate. The City’s Historian has determined that the garage is not part of the historic character of the home.

Garage Recommendation: Staff recommends approval of the garage with Condition of Approval No. 3 which requires the Applicant to obtain a building permit and receive a Final Inspection within 90 days.

Front of House/Exterior Materials
The applicant has installed stone veneer on the bottom portion of the porch columns. The home has been painted from a white/cream color to a light purple/lavender color. Additionally, the applicant proposes to install 5” copper Ogee gutters and 3” round copper downspouts. The City’s Historian has reviewed the changes and has updated the DPR Report to reflect the changes (see Attachment 2 and further discussion below)
Front of house/exterior materials Recommendation: Staff recommends approval of the stone veneer installed on the bottom portion of the porch columns, the painting of the house, and the installation of gutters and downspouts with Condition of Approval No. 4 which requires the Applicant to obtain a building permit within 30 days and final inspection within 60 days.

Pool/Spa
A prefabricated fiberglass swimming pool measuring 13’ x 31’ x 5’ deep has been installed in the rear of the parcel, behind the existing detached garage. The pool/spa sits 46’ from the rear property line, 22’ and 30’, respectively, from the side property lines, and 15’ from the existing detached garage.

Pool/Spa Recommendation: Staff recommends approval of the pool/spa with Condition of Approval No. 5 which requires the Applicant to obtain a building permit and final inspection within thirty (30) days.

PROJECT ANALYSIS
The proposed project meets the General Plan Policies and Goals, and Zoning Standards.

Item #3.A
Planning Commission Meeting
December 3, 2024
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General Plan:
• Objective HPCD 1.1 Enhance, maintain, and preserve the integrity of local historic resources.
• Objective HPCD 1.2 Maximize Historic preservation efforts in the City. • Goal HPCD 2 A city with a historic sense of place.
• Objective HPCD 2.1 Retain the architectural heritage of San Juan Bautista • Goal LU 3 A compact small town with distinctive architecture - Objective LU 3.1 Maintain current scale and architecture of buildings in existing neighborhoods including the historic downtown.

Zoning Ordinance:

Table 1: Development Standards
Development
Standard Mixed Use (MU) Existing Proposed Project
Front Setback Ten percent (10%) of
the depth of the lot or
ten feet (10'),
whichever is less.

Planning Commission
may allow deviations
of the setbacks based
upon individual
project site plan and
building layout.
19 & 14 feet No change
Rear Setback 66 feet 24 feet
Side Yard Setbacks 11 feet on the south
(smallest measurement
from existing detached
garage)
7 feet on the north
(smallest measurement
from existing home)
No change
Height Story/Feet 3/50 feet N/A N/A
Lot Coverage 85% 18% No change
The proposed project is consistent with the zoning’s development standards, and it complies with the requirements set forth in the Historic Preservation Ordinance (SJB MC Chapter 11-06). The proposed project entails exterior modifications to a home of historic significance, it includes painting the house, adding stone veneer to the bottom portion of the porch columns, removing the brick on the chimney and adding stucco, adding gutters and downspouts, removing a white picket fence and installing a black wrought iron fence, adding 8’ side fences (natural wood, partially painted), retrofitting an existing detached garage, and the addition of a pool on the rear portion of the lot (not visible from street view). The modifications to the historic structure have been evaluated by the city’s professional historian, Margaret E. (Meg) Clovis, M.A., who reviewed the materials, plan set and conducted two site visits, who has indicated that while inappropriate materials have been used the integrity of the structure has been retained. The Department of Parks and Recreation Report has been updated (Attachment 2). Additionally, the modifications to the existing detached garage have not impacted the historic structure nor has the installation of a pool located on the rear of the parcel out of sight from the street. The pool complies with required setbacks and is not accounted for in the lot coverage calculation per the municipal code’s definition of “coverage, building”.

Item #3.A
Planning Commission Meeting
December 3, 2024
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RECOMMENDATION:

Staff recommends the Planning Commission Approve a Site Plan and Design Review – Major for exterior modifications to a historic home and approve the professional historian’s recommendation to update the California Historical Resource Status Code to 5B (locally significant both individually (listed, eligible, or appears eligible) and a contributor to a district that is locally listed, designated, determined eligible, or appears eligible through survey evaluation) is accurate thus allowing the residence to be considered a historic resource for the purposes of CEQA.

1. Adopt a Resolution approving Major Historic Resource Design Review application and Major Site & Design Review application, subject to the findings contained in the draft resolution (Attachment 1);

2. Adopt a Resolution approving Major Historic Resource Design Review application and Major Site & Design Review application, with findings or Conditions of Approval modified by the Planning Commission; or

3. Continue the hearing and direct Staff to provide additional information or clarification; or

4. Deny the project.

Staff recommends the Historic Resources Board and Planning Commission select Option 1 for this item.

ATTACHMENTS:

1. Resolution approving Major Historic Resource Design Review application and Major Site and Design Review application.

2. Department of Parks and Recreation Report updated November 2024

3. Photographs
PC Resolution 2024-
HRDR2024-04 & SDR2024-02/ 411 The Alameda

Page 1 of 6 ends

RESOLUTION 2024-XX

A RESOLUTION OF THE PLANNING COMMISSION OF THE CITY OF SAN JUAN

BAUTISTA APPROVING A MAJOR HISTORIC RESOURCE DESIGN REVIEW AND

MAJOR SITE PLAN AND DESIGN REVIEW TO ALLOW EXTERIOR

MODIFICATIONS TO A HISTORIC HOME THAT WERE COMPLETED WITHOUT REQUIRED PERMITS AT 411 THE ALAMEDA (APN: 002-530-012)
WHEREAS, Kelvin Hildebrand, applicant and owner, applied for a Major Historic Resource Design Review (HRDR2024-02) and Major Site Plan and Design Review (SDR2024-02) for Historic Resources to allow exterior modifications to a historic home that were completed without the required permits. Improvements include modifications to the existing porch walls and porch piers with new exterior materials, modifications to the exterior of the chimney, new exterior paint colors, removal of an existing picket fence with a wrought iron fence in the front yard, modifications to an existing detached garage, and the installation of a new perimeter fence existing residence referenced in the 1980’s San Juan Bautista’s first cultural resource survey and context statement, and in the 2006 as part of the City’s Updated Historic Context Statement; WHEREAS, the structure is referenced in Concrete Bungalow Historic District and assigned a 5D3 status code (appears to be a contributor to a district that appears eligible for local listing or designation through survey evaluation) after the city’s professional historian’s evaluation it is recommended that the status be modified to a 5B (locally significant both individually (listed, eligible, or appears eligible) and as a contributor to a district that is locally listed, designated, determined eligible, or appears eligible through survey evaluation);
WHEREAS, an updated Department of Parks and Recreation report (DPR) was completed by professional historian Margaret E. (Meg) Clovis, M.A.;
WHEREAS, on November 12, 2024 the Historic Review Board considered the applicant’s proposal and the referenced evaluation and recommended that the Planning Commission find that the referenced evaluation has been conducted in accordance with SJB MC section 11-06-120 (C ) (5) (a) requiring certain major alterations to be reviewed by the HRB and Planning Commission, and recommended that the Planning Commission approve the Site Plan and Design Permit based on findings and subject to conditions as follows:

1. The project is Categorically Exempt under Section 15301 (Class 1) of the California Environmental Quality Act exempts the operation, permitting, leasing, and/or licensing of existing public or private structures/facilities, involving negligible or no expansion of the existing use. The project is also Categorically Exempt pursuant to CEQA Guideline Section 15331(class 31) projects limited to construction in a manner consistent with Secretary of the Interior Standards for the Treatment of Historic Properties and associated Guidelines.

2. The project meets the standards set forth in SJB MC Section 11-18-040 is required to make for all proposed Site Plan and Design Review Permit applications, as follows:
(A)The project is consistent with the standards and requirements of the San Juan Bautista Municipal Code.

PC Resolution 2024-
HRDR2024-04 & SDR2024-02/ 411 The Alameda

Page 2 of 6 ends

The project is consistent with coverage and setback requirements referenced in the staff report. Additionally, the proposed modifications have been evaluated and qualified by an Architectural Historian (Margaret E. Clovis).
(B) The project is consistent with the goals and policies of the General Plan and any applicable specific or community plans.

The project is consistent with Goals, Policies and Objectives that require review of project plans and development to ensure retention of the historic character of San Juan Bautista. (C) The project contributes to safeguarding the City’s heritage and cultural and historic resources.

The project has been evaluated and the proposed construction will adhere to the conditions of approval and recommendations outlined in the updated Department of Parks and Recreation report dated June 4, 2024.

(D)The project is compatible with the surrounding character of the environment because the architectural design, materials and colors harmonize with the character of surrounding development, or other improvements on the site and specific design elements (e.g., balconies, fencing, screening of equipment and utility installations, signs, and lighting) are incorporated into the project.

The updated Department of Parks and Recreation report indicated that although some concrete stucco surfaces have been removed and replaced with inappropriate materials (i.e. stone veneer) the building’s integrity has been maintained.

(E) The location and configuration of the project harmonizes with the site and with surrounding sites or structures. Structures do not dominate their surroundings to an extent inappropriate to their use and do not unnecessarily block significant views or solar access to adjacent properties.

The project’s plan set illustrates that the overall modifications on the historic structure are consistent with the existing dwelling, and that the use of stone veneer has not significantly impacted the building’s integrity.

The photographs of the work already performed demonstrate consistency with the existing building design.
(G)The landscape design, if any, including the location, type, size, color, texture, and coverage of plant materials, provisions for irrigation, and protection of landscape elements have been considered to create visual relief and complement the structures to provide an attractive and water-conserving environment.

The proposed project will not impact the existing landscape.

PC Resolution 2024-
HRDR2024-04 & SDR2024-02/ 411 The Alameda

Page 3 of 6 ends

(H)The design and layout of the proposed project does not interfere with the use and enjoyment of neighboring existing or future development, does not result in vehicular and/or pedestrian hazards, and promotes public health, safety, and welfare.

The proposed project complies with the existing setbacks, lot coverage and height requirements.
(I) The existing or proposed public facilities necessary to accommodate the proposed project (e.g., fire protection devices, public utilities, sewers, sidewalks, storm drains, streetlights, traffic control devices, width and pavement of adjoining streets, etc.) are available to serve the subject site.

The site has existing public utilities that will continue to serve the project consistent with the standards and requirements of the San Juan Bautista Municipal Code.

WHEREAS, the Historic Resources Board recommends that the Planning Commission approve the Site Plan and Design Permit for Historic Resources subject to the following Conditions of Approval:

General Conditions

1. Approval. This Site Plan and Design Review (Major) SDR2024-02 and Historic Resource Design Review (Major) HRDR2024-04 approval is for 411 The Alameda, a historic property, to allow exterior modifications to a historic home that were completed without the required permits.

2. Fence. The applicant shall cut down the fence posts to match height of fence and paint them black to match. Additionally, the applicant shall obtain a building permit for the fence within fourteen (14) days from the date of HRB and PC approval and receive final inspection within sixty (60) days.

3. Detached Garage. The applicant shall obtain a building permit for a detached garage within ninety (90) days from the date of HRB and PC approval. The applicant shall receive a Final Building Inspection within sixty (60) days after receiving a building permit.

4. Front of House/Exterior Materials. The applicant shall obtain a permit for front of house/exterior materials, including the installation of gutters (i.e. 5” copper Ogee gutters and 3” round copper downspouts) within thirty (30) days from the date of HRB and PC approval and final inspection within sixty (60) days.

CONDITIONS OF APPROVAL
SITE PLAN AND DESIGN REVIEW (MAJOR) SDR2024-02 AND
HISTORIC RESOURCE DESIGN REVIEW (MAJOR) HRDR2024-04
PC Resolution 2024-
HRDR2024-04 & SDR2024-02/ 411 The Alameda

Page 4 of 6 ends

5. Pool and Spa. The applicant shall obtain a permit for the pool, located at the rear of the property, within thirty (30) days from the date of HRB and PC approval. The applicant shall receive a final inspection within ninety (90) days from the date of HRB and PC approval.

6. Application and Payment. The applicant shall submit full payment in the amount of $1,575.00 for the Site Plan and Design Review – Major Application within fourteen (14) days of this hearing.

7. Hold Harmless. The applicant shall submit a completed Hold Harmless agreement. This form shall be submitted within fourteen (14) days of this hearing.

8. Permit Expiration. In accordance with Section 11-18-040 of the Municipal Code, approval shall expire one (1) year from the date of approval unless a Building Permit is obtained. “All approvals granted pursuant to this Title shall expire one (1) year from the date of approval, except as otherwise established by ordinance and those kept valid by issuance and continuation of a building permit.

9. Permit Validity. This Site and Design Review approval shall be valid for the life of the approved structure so long as the operators of the subject property properly comply with the project’s conditions of approval.

10. Appeal Period. Pursuant to Section 11-25-030, An appeal will be valid only if a written appeal is filed with the City Clerk within ten (10) calendar days from the date of the action of the Planning Commission or administrative decision. Pursuant to 11-25-040, Every appeal shall be in writing and shall be filed with the City Clerk. Pursuant to 11-25-050, Every person filing an appeal shall pay the City such fee as shall be established, and from time to time may be amended, by resolution of the City Council. The building permit plan check package will be accepted for submittal after the completion of the 10-day appeal period for the project, unless the Planning Director authorizes the project developer to submit a signed statement acknowledging that the plan check fees will be forfeited in the event that the approval is overturned on appeal or that the design is significantly changed as a result of the appeal. In no case will a building permit be issued until the appeal period has expired or a final action is taken on appeal.

11. Revocation of Permit. Any permit granted in accordance with the provisions of this Chapter may be revoked by the City Council in the manner hereinafter set forth if the said permit or variance is exercised in violation of the conditions or the terms under which such permit or variance is granted, or if the following findings are made:
(A) In connection with site plan permits, use permits, and temporary use of land permits and similar permits that the continuance of the use would be detrimental to the health, safety, morals, comfort, or general welfare of persons residing or working in the neighborhood of such use, or would be injurious or detrimental to property and improvements in the neighborhood or to the general welfare of the City;
(B) In connection with exceptions and variances, that continued relief from the strict application of the terms of this Title would be detrimental to the health, safety, comfort or general welfare of persons residing or working in the neighborhood of the subject property, or would be injurious or detrimental to property and improvements in the neighborhood or to the general welfare of the City.

PC Resolution 2024-
HRDR2024-04 & SDR2024-02/ 411 The Alameda

Page 5 of 6 ends

12. Indemnification. The Applicant agrees, as part of the Project, to defend, indemnify, and hold harmless the City and its agents, consultants, employees, officers, advisory agencies, appeal boards, elected and appointed officials and attorneys (individually, “City Party” and collectively, “City Parties”) from and against any and all claims, charges, actions, costs, suits, damages, injuries, or other liabilities (collectively “Claim(s)”) which arise, either directly or indirectly, from the Project, except those arising from the gross negligence, willful misconduct, or criminal action of any City Party. This indemnification includes, but is not limited to:
a. Any Claim to set aside, void or annul: (i) any interpretation or approval of the Project, or portion thereof, by any City Party; or (ii) any interpretation or action taken to provide environmental clearance related to the Project under the California Environmental Quality Act(CEQA) by any City Party;
b. Any damages, fees and costs (including cost of suit, attorney’s fees and other costs, liabilities and expenses) awarded against any City Party and incurred in connection with any Claim, whether incurred by the Applicant, any City Party, and/or the parties initiating or bringing such Claim;
c. Any costs, fees, and damages incurred by any City Party in enforcing any provision of this Agreement; and
d. All costs incurred by any City Party related to additional investigation or study of, or for supplementing, redrafting, revising, or amending any documents (such as the letter, an EIR, negative declaration, specific plan, or general plan amendment) if made necessary by any Claim and if the Applicant desires to pursue such approvals and/or clearances, after initiation of such Claim, which are conditioned on the approval of these documents.

In the event that the Applicant is required to defend any City Party in connection with any Claim, that City Party shall retain the right to approve:
a. The counsel to so defend them;
b. All significant decisions concerning the manner in which the defense is conducted; and c. Any and all settlements, which approval shall not be unreasonably withheld; Each City Party shall also have the right not to participate in the defense. If a City Party chooses to have counsel of its own defend any Claim where the Applicant has already retained counsel to defend the City Party in such matters, the fees and expenses of the counsel selected by the City shall be paid by the Applicant. If the City Attorney’s Office participates in the defense, all City Attorney fees and costs shall be paid by the Applicant.

13. Clean-up. The Applicant/Developer shall be responsible for clean-up and disposal of project related trash to maintain a safe, clean and litter free site.

14. Modifications. Pursuant to Section 11-17-010, Any person may apply to the Planning Department, in writing, for approval of a sign permit, design review permit, use permit, variance, zoning or General Plan amendments affecting the permitted uses of real property, PUD, tentative map, temporary use of land permit or appeals, modifications or revocations thereof. Such application shall be on a form prescribed for that purpose by the City Manager or designee and, if not submitted by the owners of the relevant property, shall include the written consent of the owner of the property on which the use or structure is to be located. The application shall be accompanied by a fee or deposit, as specified by resolution as well as documentation, as specified by the City Manager or designee, indicating the details of the proposed, new, or expanded use of a site and each new or expanded structure.

PC Resolution 2024-
HRDR2024-04 & SDR2024-02/ 411 The Alameda

Page 6 of 6 ends

6 Planning Department – Project Specific

15. Modifications to Historic Sites. Any modifications as defined under the “Major alteration” and “Minor Alteration” in Chapter 11-06 Historic Resources Preservation shall require Planning Division review and approval PRIOR to work performed. Any work performed prior to appropriate review and consideration, by its respective authority (i.e. Historic Resource Board, Planning Commission, and/or City Council) shall result in citations including fines and fees.

16. California Environmental Quality Act. Within 5 calendar days of the date of this approval, the Applicant shall file a check with the City of San Juan Bautista for the filing of the Notice of Exemption with the County Recorder’s Office. The check shall be in the amount required by the San Benito County Recorder’s Office for such filing and may include the fees required by the California Department of Fish and Wildlife.

17. Future Modifications. No exterior or interior modifications or work shall be conducted on this property prior to obtaining the required permits under the Municipal Code. Failure to comply with the requirements for permitting will result in penalty fees or assessments and action by the City Attorney.

18. Timelines to Obtain Permits. The applicant shall obtain permits and receive final inspections as noted in Condition of Approval No. 2-6. Failure to do so will result in action by the City Attorney.

NOW THEREFORE, BE IT RESOLVED that the Planning Commission of the City of San Bautista APPROVES a Site Plan and Design Permit for Historic Resources for 411 The Alameda based on findings and subject to the conditions recommended herein.

PASSED AND ADOPTED by the Planning Commission of the City of San Juan Bautista on this 12th day of November, 2024, by the following vote:

AYES:

NOES:

ABSENT:

ABSTAIN:
________________________________
Jose Aranda, Chairperson
ATTEST:
____________________________
Don Reynolds, Planning Commission Secretary
DPR 523A (1/95) *Required Information
State of California -- The Resources Agency

DEPARTMENT OF PARKS AND RECREATION

PRIMARY RECORD
Primary # ___________________________________________
HRI # ______________________________________________
Trinomial ___________________________________________
NRHP Status Code
Other Listings
Review Code ______ Reviewer ______________________ Date _______________________

Page 1 of 9 ends

P1. Other Identifier: 411 The Alameda
*P2. Location: Not for Publication Unrestricted *a. County San Benito and (P2b and P2c or P2d. Attach a Location Map as necessary) *b. USGS 7.5’ Quad Monterey Date 2012 T ; R ; ¼ of ¼ of Sec ; Mount Diablo B.M. c. Address 411 The Alameda City San Juan Bautista Zip 95045 d. UTM: (Give more than one for large and/or linear resources) Zone ; mE/ mN e. Other Locational Data: (e.g., parcel #, directions to resource, elevation, etc., as appropriate) APN 002-530-012
*P3a. Description: (Describe resource and its major elements. Include design, materials, condition, alterations, size, setting and boundaries) Built in 1912, the one-story Craftsman bungalow located at 411 The Alameda has a rectangular plan and a hipped roof covered with composition shingles. The roof has moderately overhanging eaves with exposed rafters. A cross-gable extension is located on the north elevation and a square bay with three narrow double-hung windows is located on the south elevation. A chimney with stone veneer is located on the north elevation (per the 2006 survey form the chimney was originally painted brick). A full-width porch covered by the principal roof extends across the front elevation. Four battered columns covered with stucco cement are located at each corner of the porch and flank the centrally located, concrete steps that lead to the concrete porch landing. The columns pierce the roofline, which is an unusual design feature. The entry steps are accentuated by an overhead extension with a distinctive eyebrow roof which is supported by rounded knee-brace brackets. Decorative vertical accents fill the gable beneath the eyebrow roof. Additional rounded brackets are located on either side (cont. p. 3) P5b. Description of Photo: (View,
date, accession #) Front Elevation,
06/2024
*P6. Date Constructed/Age and
Sources: 1912 Historic
Prehistoric Both
SJB Historical Society
*P7. Owner and Address:

Hildebrand
411 The Alameda
San Juan Bautista, CA 95045
*P8. Recorded by: (Name,
affiliation, and address)
Meg Clovis
14024 Reservation Rd.

Salinas, CA 93908
*P9. Date Recorded: 06/2024; updated
11/2024
*P10. Survey Type: (Describe)
Intensive

*P3b. Resource Attributes: (List attributes and codes) HP2, Single family residence *P4. Resources Present: Building Structure Object Site District Element of District Other (Isolates, etc.) *P11. Report Citation: (cite survey report and other sources, or enter “none.”) Galvan Reconnaissance Survey, 2006; 1980 Cultural Resource Survey
*Attachments: NONE Location Map Sketch Map Continuation Sheet Building, Structure and Object Record Archaeological Record District Record Linear Feature Record Milling Station Record Rock Art Record Artifact Record Photograph Record Other (List)
2 State of California -- The Resources Agency

DEPARTMENT OF PARKS AND RECREATION
Primary # __________________________________________
HRI # _____________________________________________

BUILDING, STRUCTURE, AND OBJECT RECORD

Page 2 of 9 ends

*Resource Name or # (Assigned by recorder) Frank Avilla Sr. Bungalow B1. Historic Name: Frank Avilla Sr. Bungalow
B2. Common Name: 411 The Alameda
B3. Original Use: Residence B4. Present Use: Residence
*B5. Architectural Style: Craftsman Bungalow
*B6. Construction History: (Construction date, alteration, and date of alterations) Constructed 1912; addition to garage ND.; changes to chimney & front elevation 6/2024
*B7. Moved? No Yes Unknown Date: Original Location:
*B8. Related Features: Detached garage
B9a. Architect: N/A b. Builder: Unknown
*B10. Significance: Theme: Boom of a New Industry Area San Juan Bautista Period of Significance: 1912 Property Type Building Applicable Criteria: SJB C (Discuss importance in terms of historical or architectural context as defined by theme, period, and geographic scope. Address integrity.)
The bungalow located at 411 The Alameda was the home of Frank Machado Avilla Sr. (1887-1967) and his wife Mamie. Frank’s parents, Joseph and Isabelle, immigrated from the Azore Islands to San Juan Bautista in the 1870s and in 1883 they purchased the 1203-acre Rancho San Juan from Henry Miller and Charles Lux for $12,035.80. The Avillas established a dairy farm on the property, in partnership with the Lavagnino family. It was known as A & L Dairies. Frank was one of thirteen Avilla children raised in San Juan Bautista. He worked as a dairyman on his family’s ranch. Frank and Mamie’s bungalow was located in a block of homes owned by San Juan Bautista’s most notable citizens.

The Avilla bungalow has been evaluated for historical significance twice: once in 1980 as part of San Juan Bautista’s first cultural resource survey and context statement, and in 2006 as part of the Context Statement update completed by Galvan Historic Preservation Associates. The 1980 evaluation concluded that the house “is the most imaginative bungalow by far in San Juan Bautista.” The 2006 Historic Context Statement update included 411 The Alameda in the non-contiguous (cont. p. 6) (This space reserved for official comments.)
(Sketch Map with north arrow required.)
B11. Additional Resource Attributes (List attributes and codes):
*B12. References:

HP Zoning Ordinance
Cara Vonk & Wanda Guibert (local historians)
National Register Bulletin 15
Galvan Assoc., 2006 SJB Context Statement & Survey
Ancestry.com
McAlester, Virginia. A Field Guide to American Houses. 2019 B13. Remarks
*B14. Evaluator: Meg Clovis
*Date of Evaluation: 06/2024; updated 11/2024
3 P3a. Description (continued):
on either side of the battered columns. Low stone veneer covered walls are located between each column (originally the walls were faced with concrete stucco – see Figure 1). The exterior walls of the house are covered with concrete stucco up to the water table and horizontal wood siding above the water table.

Figure 1: Front elevation of 411 The Alameda prior to 2024 changes.

Figure 2: Front elevation of 411 The Alameda as of June 5, 2024. Concrete stucco has been removed and stone veneer has been added to the porch and chimney. 4 The front entrance is centered on the east (front) elevation. One-over-one wood framed windows flank the front door. Fenestration on the other elevations is symmetrically spaced, double-hung, wood sash that is either paired or grouped in threes.

Figure 3: South elevation with view of fenestration patterns (photo taken 6/5/2024).

The house is located on a long narrow lot. A detached three car garage, which has recently been rebuilt, is situated at the end of an asphalt driveway on the southern edge of the property. The garage has a hipped roof with a shed addition. A white picket fence fronts the property and landscaping includes a front lawn, some shrubs, and mature palm trees.

Significant changes were recently made to the house which has affected its character-defining features, specifically the materials. These changes include removing the concrete stucco on the porch walls and the walls flanking the concrete steps and covering these walls with a stone veneer. The original brick chimney has been covered with stone veneer. The concrete stucco on the battered columns was removed in June 2024 but has since been restored to the original stucco.

Character-Defining Features
Character refers to all the visual aspects and physical features that comprise the appearance of a historic building. Character-defining features include the overall shape of the building, its materials, craftsmanship, decorative details, and the various aspects of its site and environment. The 2006 survey form lists the character-defining features of 411 The Alameda as follows:
• Rectangular plan.
• Symmetrical façade.
• Moderately pitched hipped roof with moderately overhanging eaves and exposed rafters. • Original stucco and horizontal shiplap wood siding.
5 • Full-width front porch sheltered by principal roof and supported by four stucco clad tapered and squared columns that protrude through the roof.
• A partial width eyebrow shaped secondary extended roof, with vertical patterns, extending from the porch.
• Decorative rounded brackets within the porch.
• Wood sash double hung windows.
• A garage that may be original to the house.

This evaluation elaborates on the 2006 findings regarding character-defining features as follows:
• Wood sash double hung windows – arranged as singles, paired, and groups of three. • Gabled extension on north elevation.
• South elevation bay.
• Chimney on north elevation (formerly brick).

Figure 4: View of porch prior to June 2024 changes.

Integrity
San Juan Bautista’s Historic Preservation Ordinance defines Integrity as the authenticity of a historical resource’s physical identity evidenced by the survival of characteristic’s that existed during the resource’s period of significance1. Historical resources eligible for listing in the City of San Juan Bautista’s Register of Historical Resources must retain enough of their historic character or appearance to be recognizable as historical resources and to convey the reasons for their significance. Integrity is evaluated with regard to the retention of location, design, setting, materials, workmanship, feeling, and association.
1 The period of significance for the bungalow at 411 The Alameda is 1912 (the year of construction). 6 The 2006 evaluation of 411 The Alameda concluded that the residence retained a high degree of integrity, however recent changes have compromised original materials. Following is an updated review of the building’s integrity:
• Location: the house is still in its original location. • Design: the house has retained its original design, such as the rectangular plan and hipped roof. • Setting: the house is still located in a residential setting. • Materials: The house has retained most of its exterior materials, such as the wood shiplap siding and most of its concrete stucco walls. The concrete stucco has been removed from the porch walls and the walls flanking the steps and replaced with stone veneer. This treatment is not consistent with the Secretary of the Interior’s Standards for the Treatment of Historic Properties (the Standards). The original brick chimney was stuccoed at some point in time. It has since been covered by stone veneer, which is not an appropriate treatment per the Standards. Since this is recent work, there may still be an opportunity to remove the veneer and institute appropriate rehabilitation treatments.
• Workmanship: the house still retains its original details such as the eyebrow porch extension, the vertical accents in the gable, and the unique rounded porch support brackets. • Feeling: the house retains most of the physical features that convey its historic character, i.e., a house that is individually eligible for the local register and a representative property within the Concrete Bungalow Historic District.
• Association: this aspect of integrity is only applicable to resources eligible under Criteria One and Two.

Although some of the concrete stucco surfaces have been removed and replaced with inappropriate stone veneer, the house still retains most of its aspects of integrity.

B10. Significance (continued):

Concrete Bungalow Historic District and it was assigned a 5D3 status code (appears to be a contributor to a district that appears eligible for local listing or designation through survey evaluation). This evaluation updates the status code assignment to 5B (locally significant both individually (listed, eligible, or appears eligible) and as a contributor to a district that is locally listed, designated, determined eligible, or appears eligible through survey evaluation).

The subject property is listed in the Built Environment Resource Directory (BERD) maintained by California’s Office of Historic Preservation. The BERD listing has assigned the status codes of 5D3 and 5S2 (individually eligible for local listing or designation) to the property.

The 1980 and 2006 survey evaluations estimated that the bungalow was constructed in the 1920s but local historian Wanda Guibert confirms the house was built in 1912. The 1980 evaluation notes that there is a similar bungalow located on Fifth Street in Hollister, which may indicate that the design was taken from a pattern book.
7 Figure 5: Dairy Ad from San Juan Mission News, 10/25/1929.

Evaluation for Significance
Historians use National Register Bulletin 15
2 as a guide when evaluating a property’s significance
whether on a local, state, or national level. As a first step, to determine whether or not a property is significant, it must be evaluated within its historic context and the City of San Juan Bautista’s Historic Context Statement3 provides this context. The City of San Juan Bautista’s Historic Preservation Ordinance (Chapter 11-06) reiterates the role of National Register Bulletin 15 in the evaluation of historic resources. Adopted eligibility criteria are modeled on the California Register’s four criteria.

SJB Criterion A: the historic resource is associated with events that have made a significant contribution to the broad patterns of Federal, State, or local history and cultural heritage.

The bungalow at 411 The Alameda is not eligible under this criterion as no specific event led to the construction of this residence and no important event took place in the building.

SJB Criterion B: the historic resource is associated with lives of persons significant in our past.

Although Joseph and Isabelle Avilla are considered San Juan Bautista pioneers, Frank Avilla did not distinguish himself from his thirteen siblings or within his profession. Neither Frank nor Mamie Avilla is listed as prominent people in San Juan Bautista’s Historic Context Statement, and they did not make significant contributions within any theme in the Context Statement. The subject building is not eligible under Criterion B.
2 How to Apply the National Register Criteria for Evaluation. National Park Service. 1998. 3 Galvan Preservation Assoc. Historic Context Statement: San Juan Bautista. 2006. 8 Figure 6: 411 The Alameda is the third house on the left, looking north. (Photo courtesy of the San Juan Bautista Historical Society).

SJB Criterion C: the historic resource embodies the distinctive characteristics of a type, period, region, or method of construction, or that represents the work of an important creative individual, or that possesses high artistic values.

The house located at 411 The Alameda embodies the distinctive characteristics of California bungalow design and is a particularly good example in San Juan Bautista. The house has been identified as a contributor to the Concrete Bungalow Historic District. The historical record does not reveal whether or not it was constructed by a master architect or builder, but a pattern book design may have been used.

It does not possess high artistic values as the house does not express aesthetic ideals or design concepts. The bungalow located at 411 The Alameda is eligible for listing under the first part of Criterion C.

SJB Criterion D: the historic resource has yielded or may be likely to yield information important to prehistory and history.

This criterion is generally reserved for archeological sites. There is no evidence in the historical record that the house at 411 The Alameda meets the eligibility requirements for Criterion D.

Summary
The bungalow located at 411 The Alameda was determined to be a historic resource in 1980 and in 2006 through survey evaluation. This evaluation confirms those assessments but updates the property’s California Historical Resource Status Code to 5B (locally significant both individually (listed, eligible, or appears eligible) and as a contributor to a district that is locally listed, designated, 9 determined eligible, or appears eligible through survey evaluation). The residence can be considered a historic resource for the purposes of CEQA.

Figure 7: View of garage (photo taken 10/2024).

Rincon Consultants, Inc.
66 Franklin Street, Suite 300
Oakland, California 94607
510-834-4455
www.rinconcons ultants.com
December 2, 2024
Project No: 24-16948
Erica Fraser
City of San Juan Bautista
311 Second Street
PO Box 1420
San Juan Bautista, California 95045
Via email: [email protected]
Subject: Major Historic Resource Design Review for 411 The Alameda – Project Impacts Analysis
411 The Alameda, San Juan Bautista, California 95045
Dear Ms. Fraser:

This letter report summarizes the results of a project impacts analysis to support a Major Historic Resource Design Review application for the property at 411 The Alameda. The projects impacts analysis included a review of the Department of Parks and Recreation (DPR) form prepared by architectural historian Meg Clovis in June 2024 (updated November 2024) and the staff report for the November 12, 2024 Historic Resources Board (HRB) meeting.

The proposed project involves updates to the residence at 411 The Alameda including installation of new fencing, modifications to the detached garage, updates to the primary elevation porch columns and installation of new ogee gutters, and installation of a prefabricated swimming pool at the rear of the property. Rincon understands that work began and was completed without the benefit of requisite permits.

Rincon Architectural Historian JulieAnn Murphy, MSHP, completed the project impacts analysis with oversight provided by Cultural Resources Principal Margo Nayyar, MA. Both Ms. Murphy and Ms. Nayyar meet the Secretary of the Interior’s Professional Qualification Standards for architectural history and history (36 CFR Part 61).

Historical Resource Status
411 The Alameda was subject to two previous evaluations in 1981 and 2006. As a result of the 1981 evaluation, the property was added to the City’s Master List of Historic Resources, but it does not appear that it was assigned a California Office of Historic Preservation (OHP) Status Code at that time.

The property was evaluated in 2006 as part of the Historical Resources Inventory and Context Statement. It was identified as a contributor to a recommended Concrete Bungalows Historic District, which was recommended significant for Craftsman architecture as well as its relationship to San Juan Bautista and the events that shaped the town in the first few decades of the twentieth century. 411 The Alameda was assigned an OHP Status Code 5D3, indicating it is a contributor to a multi-component resource that appears eligible for local listing or designation.

The property’s evaluation was updated in June and November 2024 and recorded on DPR forms. The updated evaluation documented changes to the property since its 2006 evaluation, including the recent removal of stucco on porch and cheek walls for replacement with a stone veneer completed as part of the proposed project. The record also established that the building was constructed in 1912, City of San Juan Bautista
411 The Alameda
2 and not the 1920s as previously estimated and updated the list of character-defining features as outlined in Table 1.

Table 1 Character-Defining Features
2006 Character-Defining Features
Rectangular Plan
Symmetrical Façade
Moderately pitched hipped roof with overhanging eaves and exposed rafters Stucco and horizontal shiplap wood siding
Full-width front porch sheltered by principal roof and supported by four stucco clad tapered and squared columns that protrude through the roof.

A partial width eyebrow shaped secondary extended roof, with vertical patterns, extending from the porch
Decorative rounded brackets within the porch
Wood sash double hung windows
A garage that may be original to the house
Updated Character-Defining Features
Wood sash double hung windows – arranged as singles, paired, and groups of three Gabled extension on north elevation
South elevation bay
Chimney on north elevation (formerly brick).

The evaluation concluded that the property retained most aspects of integrity to convey its significance, despite some changes to the exterior materials and continues to be a contributor to the Concrete Bungalows Historic District. The evaluation furthers that the property also appears individually eligible for listing in the City of San Juan Bautista Register of Historic Resources under Criterion C as a good example of California bungalow architecture in San Juan Bautista. It was assigned an OHP Status Code 5B, indicating it is locally significant individually and as a contributor to a multicomponent resource.

The updated evaluation generally follows the accepted standard format for an updated evaluation and the information summarized in the architectural descriptions reflects the property’s existing conditions accurately. It follows guidance provided by the OHP in Instructions for Recording Historical Resources and Rincon concurs with the findings and recommendations. Because the property is included in the City’s Register of Historic Resources, it is a historical resource as defined in Section 15064.5(a) of the California Environmental Quality Act (CEQA) Guidelines.

Regulatory Framework
Impacts to a historical resource occur when there is a substantial adverse change in the significance of a resource such that it is materially impaired. Substantial adverse change includes demolition, destruction, relocation, or alteration such that the significance of an historical resource would be impaired, per CEQA Guidelines Section 15064.5 (b)(1). Material impairment is defined as demolition or alteration “in an adverse manner [of] those characteristics of an historical resource that convey its historical significance and that justify its inclusion in, or eligibility for inclusion in, the California Register.” Under Section 10564.5 of the CEQA Guidelines, a project that is found to conform with the City of San Juan Bautista
411 The Alameda
3 Secretary of the Treatment of Historic Properties (Standards) is generally found to not result in significant impacts to historical resources under CEQA.

The City of San Juan Bautista Municipal Code 11-06-120(5)(c) establishes that “proposed major alterations that comply with the Secretary of the Interior’s Standards for the Treatment of Historic Properties shall be considered a Class 31 categorical exemption under CEQA and not further review is required.”
Secretary of the Interior’s Standards for Rehabilitation The Standards establish professional standards and provide guidance on the preservation and protection of historic properties. The Standards make broad-brush recommendations for maintaining, repairing, and replacing historic materials, as well as designing new additions or making alterations.

They cannot, in and of themselves, be used to make essential decisions about which features of a historic property should be saved and which might be changed. Rather, they provide philosophical consistency to the work. There are Standards for four distinct, but interrelated, approaches to the treatment of historic properties: preservation, rehabilitation, restoration, and reconstruction. Following the guidance of the Standards, the Rehabilitation Standards are most appropriate for the current project because of the property’s current physical condition and the work proposed1.

The Secretary’s Standards for Rehabilitation state:

1. A property will be used as it was historically or be given a new use that requires minimal change to its distinctive materials, features, spaces, and spatial relationships.

2. The historic character of a property will be retained and preserved. The removal of distinctive materials or alteration of features, spaces, and spatial relationships that characterize a property will be avoided.

3. Each property will be recognized as a physical record of its time, place, and use. Changes that create a false sense of historical development, such as adding conjectural features or elements from other historic properties, will not be undertaken.

4. Changes to a property that have acquired historic significance in their own right will be retained and preserved.

5. Distinctive materials, features, finishes, and construction techniques or examples of craftsmanship that characterize a property will be preserved.

6. Deteriorated historic features will be repaired rather than replaced. Where the severity of deterioration requires replacement of a distinctive feature, the new feature will match the old in design, color, texture, and, where possible, materials. Replacement of missing features will be substantiated by documentary and physical evidence.

7. Chemical or physical treatments, if appropriate, will be undertaken using the gentlest means possible. Treatments that cause damage to historic materials will not be used.

8. Archeological resources will be protected and preserved in place. If such resources must be disturbed, mitigation measures will be undertaken.

9. New additions, exterior alterations, or related new construction will not destroy historic materials, features, and spatial relationships that characterize the property. The new work shall be 1 Kay Weeks and Anne Grimmer, The Secretary of the Interior’s Standards for the Treatment of Historic Properties with Guidelines for Preserving, Rehabilitating, Restoring, and Reconstructing Historic Buildings. National Park Service, Washington, D.C., 2017.

City of San Juan Bautista
411 The Alameda
4 differentiated from the old and will be compatible with the historic materials, features, size, scale and proportion, and massing to protect the integrity of the property and its environment.

10. New additions and adjacent or related new construction will be undertaken in such a manner that, if removed in the future, the essential form and integrity of the historic property and its environment would be unimpaired.

Project Impacts Analysis
The following presents an analysis of the applicable Standards. Standards 9 and 10 both address additions and new construction and were used to analyze the scope of work for new additions to the property, including the fencing and new pool. Standards 1 through 8 generally apply to changes to existing buildings and were used to analyze the scope of work related to existing buildings, including proposed changes to the detached garage and residence.

The proposed project, including work that has already occurred, would result in alterations to the property. The proposed changes to the site include the addition of new fencing and the installation of a new, prefabricated pool. These additions are consistent with Standard 9. Neither the pool or the fencing would destroy historic materials, features, or spatial relationships that characterize the property. Additionally, the work as proposed could be removed in the future without altering the essential form and integrity of the historic property, as outlined in Standard 10. These scope items, therefore, are consistent with the applicable Standards.

The revisions to the detached garage included structural updates, installation of salvaged windows, removal of a non-historic shed addition, and installation of a new, hipped roof. The garage appears to have been original to the property, as evidenced by its exterior materials and form and is one of the property’s character-defining features. The scope of work removed a non-historic addition and thereby returned the garage’s historic spatial relationship to the residence, which is consistent with Standards 5 and 9.

Alterations to the primary elevation included the installation of new ogee gutters and stone veneer to the exterior porch and cheek walls of the entry stairs. As described in the 2006 evaluation, one of the character-defining features of the bungalows that make up the Concrete Bungalow Historic Distrirct is their poured concrete foundations rather than fieldstone foundations common in similar period bungalows in other regions of California as well as the stucco cladding instead of wood clapboard. The installation of the stone veneer resulted in the loss of historic materials that characterize the property (stucco). The veneer is not a compatible replacement material for the historic stucco. This treatment is, therefore, not consistent with the guidance provided in Standards 2, 5, and 6. Though the treatment is not consistent with the Standards, it does not amount to material impairment. Limited to a small portion of the residence, the historic stucco exterior is still present on the porch columns and in its historic location below the water line on all other elevations of the house. The proposed ogee gutters are consistent with the historic character of the property and comply with the Standards.

Though the stone veneer scope item is not consistent with the Standards, the project as a whole generally complies with the Standards. The property will continue to be used as a single-family residence, and is consistent with Standard 1. The proposed scope of work does not propose to add any features that create a false sense of historical development and there is nothing to suggest that more recent changes that have occurred to the property have acquired significance in their own right.

Standards 3 and 4 are, therefore, inapplicable. Similarly, the proposed scope of work does not include chemical or physical treatments and there is no evidence to suggest the site is archaeologically sensitive. Standards 7 and 8 are also not applicable. All the other character-defining features established in 2006 and updated in 2024 are intact. The property retains sufficient integrity to convey City of San Juan Bautista
411 The Alameda
5 its historic significance as a Concrete Bungalow, as evidenced in the findings of the recently updated evaluation.

Conclusions
As detailed above, though the proposed project does include modifications to a character-defining feature of the residence that is inconsistent with some aspects of the Standards, it will not result in a substantial adverse change as defined by CEQA. 411 The Alameda will continue to convey its architectural significance and will retain sufficient integrity to continue to be eligible for listing in the City of San Juan Bautista Historic Register individually, and as a contributor to the Concrete Bungalow Historic Distrirct. Should you have any questions or comments regarding this report, please do not hesitate to contact me at 925-326-1159, or [email protected].

Sincerely,
Rincon Consultants, Inc.

JulieAnn Murphy
Senior Architectural Historian
Margo Nayyar
Principal
From: Cara Vonk
To: Dan DeVries; [email protected]; David Medeiros; Aida Pisano; Elizabeth Soto Cc: Wanda Guibert
Subject: HRB/PC Comment: 411 The Alameda
Date: Monday, November 11, 2024 12:55:07 PM
Dear HRB/PC Members --
There is no deterrent to keep historic property owners from proceeding without obtaining the necessary City permits. This is the second historic property this year that has been compromised and ends up getting a free pass. The message: Do what you want, face the consequences later, if any.

This is also not fair to persons like ourselves who have jumped through all the hoops. We still don't have our building permit after starting the process of commissioning a Historic Report early this year for a 136 square foot bedroom/bath addition (consists of converting an old 70 square foot laundry room + 66 square feet). We are on our 3rd or 4th round of addressing 4Leaf comments on our architect's plans. And the Planners are still calling it an "ADU" which it is not -- there is no kitchen. We need a 2nd bedroom and small study area.

The HRB/PC should direct the planners and building code checkers to apply the Historical Building Code to projects involving the City's historic properties. The City should make it EASIER, not harder, to fix up the City's treasures. You have that authority under the City's Historic Preservation Ordinance, which hopefully you have familiarized yourselves with by now.

Thank you for considering my comments.
--Cara Vonk
SJB resident and historic property owner
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STATUS OF FIRE CONTRACT
• CITY OF HOLLISTER HAS PROVIDED CONTRACTED FIRE SERVICES SINCE 2013 • JUNE 3RD, 2024- CITY MANAGER NOTIFIED THIS COUNCIL OF THE 270-DAY

NOTICE RECEIVED FROM HOLLISTER
• CURRENT CONTRACT, DATED MARCH 18,2019 WITH CITY OF HOLLISTER ENDS MARCH 17, 2025
• CITY MANAGER REYNOLDS MET WITH HOLLISTER'S CITY MANAGER AND

DISCUSSED A FUTURE CONTRACT AGREEMENT CONTINGENT ON THE COUNTY’S CONTRACT WITH THE CITY OF HOLLISTER (STATION 4’S CALLS FOR

SERVICE ARE HIGHER IN THE COUNTY)

CONTRACT
• ON SEP. 3rd, 2024- CITY MANAGER REYNOLDS PROPOSED TERMS FOR AN INTERIM AGREEMENT WITH HOLLISTER. THE TERMS WERE DISCUSSED AND APPROVED BY THIS BOARD DURING ITS OCTOBER 15TH,2024 COUNCIL MEETING
• THE PROPOSED AGREEMENT WAS PROVIDED TO THE CITY OF HOLLISTER BUT NEVER FULLY

EXECUTED ON THEIR SIDE
• DUE TO THE UNKNOWN STATUS OF SAID CONTRACT, I PROPOSE THE CITY OF SAN JUAN BAUTISTA HOST ITS OWN TOWN HALL MEETING TO EDUCATE CITIZENS SERVED BY STATION 4 City of San Juan Batista
Check/Voucher Register - Check Register Current Month
From 11/1/2024 Through 11/30/2024
1110 - Operating
Acct. 1948
Effective Date Check Number Vendor Name Check Amount
11/7/2024 218059 ACWA Health Benefits Authority 14,895.92 11/7/2024 218060 AVAYA 250.66
11/7/2024 218061 California Rural Water Association 744.00 11/7/2024 218062 Clark Pest Control 119.00
11/7/2024 218063 Core & Main 198.05
11/7/2024 218064 Design Line & Granger 463.22
11/7/2024 218065 Ferguson Enterprises LLC 58.11
11/7/2024 218066 G&M Auto, Inc. 141.75
11/7/2024 218067 Hamner Jewell Associates 286.00
11/7/2024 218068 John Freeman 567.93
11/7/2024 218069 Midwest Tape 68.16
11/7/2024 218070 New SV Media 304.40
11/7/2024 218071 Pet Waste Co 261.57
11/7/2024 218072 Petty Cash 142.52
11/7/2024 218073 Scott Freels 477.41
11/7/2024 218074 Smith & Enright Landscaping 5,540.00
11/7/2024 218075 United Site Services of California, Inc. 448.01 11/15/2024 218076 Kennedy, Archer & Giffen 15,199.50
11/15/2024 218077 Specialty Construction, Inc. 1,703,892.30 11/15/2024 218082 All Clear Water Services 4,100.00
11/15/2024 218083 att.com 66.99
11/15/2024 218084 Caitlin Brady 296.59
11/15/2024 218085 CALNET 393.10
11/15/2024 218086 Canon Financial Services, Inc 524.81
11/15/2024 218087 Charter Communications 593.47
11/15/2024 218088 Citygate Associates, LLC 521.38
11/15/2024 218089 Downey Brand 1,805.00
11/15/2024 218090 EMC Planning Group Inc. 469.25
11/15/2024 218091 Harris & Associates 3,485.00
11/15/2024 218092 Hollister Auto Parts, Inc. 368.10
11/15/2024 218093 Jardines de San Juan Bautista 305.00
11/15/2024 218094 Kennedy, Archer & Giffen 9,330.00
11/15/2024 218095 MNS Engineers, Inc. 24,823.75
11/15/2024 218096 Monterey Bay Analytical Services 5,486.00 11/15/2024 218097 New SV Media 978.00
11/15/2024 218098 P G & E 16,670.97
11/15/2024 218099 Ready Refresh 379.67
11/15/2024 218100 Regional Government Services 591.54
11/15/2024 218101 Rojas Communications Group 1,500.00
11/15/2024 218102 Rx-Tek 180.00
11/15/2024 218103 San Benito County Tax Collector 90.80 11/15/2024 218104 Scott Adessa 200.00
11/15/2024 218105 Sentry Alarm System 342.00
11/15/2024 218106 Sound Design A/V Contractors 540.00
11/15/2024 218107 State Compensation Insurance Fund 3,213.00 11/15/2024 218108 T-Mobile 299.26
11/15/2024 218109 The Pin Center 825.00
City of San Juan Batista
Check/Voucher Register - Check Register Current Month
From 11/1/2024 Through 11/30/2024
1110 - Operating
Acct. 1948
Effective Date Check Number Vendor Name Check Amount
11/15/2024 218110 US Bank 3,864.75
11/15/2024 218111 USABlueBook 95.27
11/15/2024 218112 Wendy L. Cumming, CPA 7,603.75
11/15/2024 218113 Hollister Auto Parts, Inc. 108.80
11/24/2024 ATM15 ADP Payroll Service 298.76
11/26/2024 218114 AFLAC 1,079.45
11/26/2024 218115 at&t 134.79
11/26/2024 218116 Ca Association Code Enforcement Officers 160.00 11/26/2024 218117 CALNET 392.12
11/26/2024 218118 Clark Pest Control 119.00
11/26/2024 218119 Estela Aguayo 700.00
11/26/2024 218120 Monterey Bay Analytical Services 2,131.00 11/26/2024 218121 P G & E 1,275.58
11/26/2024 218122 Ponce's Climate Control Inc. 150.00
11/26/2024 218123 San Benito County Integrated Waste Managm 18,036.95 11/26/2024 218124 T-Mobile 299.26
11/26/2024 218125 Trident Demolition Inc. 42,117.00
11/26/2024 218126 Valero Wex Bank 1,235.74
Report Total 1,902,239.41

AFFIDAVIT OF POSTING
I, Elizabeth Soto, Do Now Declare, Under the Penalties of Perjury That I Am the Acting City Clerk / Administrative Services Manager in the City of San Juan Bautista and That I Posted Three (3) True Copies of the attached City Council Agenda. I Further Declare That I Posted Said Agenda on the 17th day of January 2025, and in the Following Locations in said City of San Juan Bautista, County of San Benito, California.

1. On The Bulletin Board at City Hall, 311 Second Street.

2. On The Bulletin Board at The City Library, 801 Second Street.

3. On The Bulletin Board at The Entrance to The United States Post Office, 301 The Alameda
Signed at San Juan Bautista, County of San Benito, California, on the 17th day of January 2025.
____________________________________________
Elizabeth Soto, CMC, CPMC
City Clerk / Administrative Services Director
Item: 9.B
City Council Meeting
December 17, 2024

WAIVER OF READING

OF ORDINANCES
State law requires that an ordinance be read in its entirety prior to adoption unless the City Council waives reading beyond the title. Reading an entire ordinance at the meeting is extremely time-consuming; reading of the title alone usually gives the audience sufficient understanding of what the Council is considering.

To ensure that this waiver is consistently approved by the Council, Council should make the waiver at each meeting, thus, you should do it at this point on the Consent Agenda. The Council then does not have to worry about making this motion when each ordinance comes up on the agenda.

GC36934
Item: 9.B
City Council Meeting
December 17, 2024

WAIVER OF READING

GC36934
Page | 1
RESOLUTION NO. 2025-0

A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF SAN JUAN BAUTISTA AUTHORIZING CLOSURE OF STREETS FOR THE ANNUAL ROTARY MISSION 10 RACE IN 2025
WHEREAS, The City has received an application for a Special Event Permit in 2024, and authorization for Street Closure from the City Council is a prerequisite for issuance of such permit for the following event:

Annual Rotary Mission 10 Race
January 25, 2025, from 6 AM – 1 PM
Closure of Second St. from Washington St. and Monterey St., Monterey St. between Second St. and First St. to the City’s Limit, (remainder of race will be held on roads outside of the city limit) BE IT RESOLVED that the City Council does hereby authorize the referenced entities to close streets on the dates and times referenced herein subject to the following requirements:

1. All conditions and requirements of agencies, including the Fire Marshal, San Benito County Sheriff, Building Official, Public Works Director, San Benito County Health Dept., San Benito County Integrated Waste Management, Community Development Director shall be met prior to, during, and after the event in the manner deemed necessary by the City Manager.

2. Prior to each event, Sponsors shall submit an agreement to reimburse the City in accordance with an invoice duly issued by the City to cover City expenses as deemed necessary by the City Manager to support administrative, material and City staff time associated with the Street Closure.

PASSED AND APPROVED this 21st day of January 2025 by the following vote:

AYES:

NOES:

ABSENT:

ABSTAIN:

Page | 2
APPROVED:
_________________________
Leslie Q. Jordan, Mayor

ATTEST:
_______________________________________
Elizabeth Soto, CMC, CPMC, City Clerk
Item No. #7.D
City Council Meeting
January 21, 2025
Page | 1

CITY OF SAN JUAN BAUTISTA

CITY COUNCIL STAFF REPORT
DATE: JANUARY 21, 2025
DEPARTMENT: ADMINISTRATION / CITY CLERK
FROM: ELIZABETH SOTO, CITY CLERK / ADMINISTRATIVE

SERVICES DIRECTOR
BY: ELIZABETH SOTO, CITY CLERK / ADMINISTRATIVE

SERVICES DIRECTOR
TITLE: CHANGING CHECK SIGNING RESPONSIBILITIES ON CITY

BANK ACCOUNTS
RECOMMENDED MOTION:

A motion to approve a Resolution authorizing changes to the designated signers on the City’s Bank Accounts with U.S. Bank.

EXECUTIVE SUMMARY:

The November 5, 2024 Election was brought changes to the City Council. Leslie Q. Jordan has been appointed as the Mayor for calendar year 2025. The City Treasurer position has been vacant since Michelle Sabathia’s resignation. Once the City Treasurer is appointed the City Council will need to add the City Treasurer as a check signer.

Staff recommends adding newly appointed Jose Aranda as a check signer to replace former Councilmember John Freeman.

BACKGROUND:

With Councilmember changes new check signers needs to be authorized. Currently Councilmembers Freels, Morris-Lopez, and Mayor Jordan are authorized check signers.

Traditionally, we ask the Mayor and City Treasurer to sign checks, but having more than three authorized check signers is ideal. The City’s Finance Department processes invoices and cuts checks twice a month. All City checks require two signatures; it is a lot to ask of two individuals to sign all checks produced by Accounts Payable.

Check signers are asked to review the checks they are signing, and the invoices attached, and staff is available to answer any questions. During this process check signers will become familiar Item No. #7.D
City Council Meeting
January 21, 2025
Page | 2
with the City’s expenses, accounts, and contractors’ activities which helps during the budget process.

Once Council approves the check signers, staff will need to submit sample signatures to U.S.

Bank before new signers can begin signing checks.

FISCAL IMPACT:

None
ATTACHMENTS:

Resolution
RESOLUTION NO. 2025-XX

A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF SAN JUAN BAUTISTA AUTHORIZING CHANGES TO THE DESIGNATED SIGNERS ON THE CITY’S BANK ACCOUNTS AT U.S. BANK
WHEREAS, former Mayor Pro Tem Leslie Q. Jordan was elected by the City Council as the Mayor of the City of San Juan Bautista; and
WHEREAS, John Freeman no longer serves as a member of the City Council; and WHEREAS, Michelle Sabathia is no longer the City Treasurer.

NOW, THEREFORE, BE IT RESOLVED that the San Juan Bautista City Council hereby authorizes newly elected City Council member Jose Aranda to be an authorized check signer on the City’s accounts held at U.S. Bank, and that City staff take action to add Council member Aranda as an authorized signer on the City’s bank accounts.

BE IT FURTHER RESOLVED that the San Juan Bautista City Council hereby confirms that the total list of authorized signatories consist of Jose Aranda, Scott Freels, Leslie Q. Jordan, and Jackie Morris-Lopez. This authorization shall be in effect for the checking account, and
BE IT FURTHER RESOLVED that the San Juan Bautista City Council hereby authorizes Wendy Cumming, CPA to have access to bank information but not added as a check signer.

PASSED AND APPROVED this 21st day of January 2025 by the following vote:

AYES:

NOES:

ABSTAIN:

ABSENT:

APPROVED:
______________________
Leslie Q. Jordan, Mayor
ATTEST:
_______________________
Elizabeth Soto, City Clerk
Item No. #8.E
City Council Meeting
January 21, 2025
Page | 1

CITY OF SAN JUAN BAUTISTA

CITY COUNCIL STAFF REPORT
DATE: JANUARY 21, 2025
DEPARTMENT: PUBLIC SAFETY
FROM: ROY A. MORALES, PUBLIC SAFETY COORDINATOR
TITLE: AWARD OF CONTRACT FOR A FIRE PROTECTION & LIFE

SAFETY SERVICES SPECIAL DISTRICT FORMATION STUDY
RECOMMENDED MOTION:

Approve a Resolution Awarding a Contract for a Fire Protection & Life Safety Services Special District Formation Study to Baker Tilly, US LLP for an amount not to exceed ten thousand dollars.

EXECUTIVE SUMMARY:

The RFP aims to access the current fire services being provided to the three jurisdictions, identify opportunities to expand and/or strengthen services provided. The study would determine if there were costs and service benefits to the taxpayers if the Cities/County decide to consolidate under a Fire Protection District.

Approve 10% of the total cost and not exceed ten thousand dollars as payment of the attached Request for Proposal (“RFP”) by Baker Tilly for Fire Protection Services and Special District Formation.

BACKGROUND:

During their September 5, 2024 meeting, the Fire Protection Advisory Committee designated the City of San Juan Bautista as the lead agency to issue a Request for Proposal (“RFP”) for a fire district feasibility study.

The City of San Juan Bautista worked with Regional Government Services (RGS) to distribute the RFP and contacted additional independent companies capable of covering the described scope of the work.

On November 15, 2024, the City of San Juan Bautista hosted a pre-bid conference call via Zoom, which included representatives from the City of Hollister, the County of San Benito and two potential interested bidders.

Item No. #8.E
City Council Meeting
January 21, 2025
Page | 2
The City of San Juan Bautista received one proposal at the closing of the RFP bidding process.

On January 9, 2025, the Hollister Fire Chief presented the RFP status to the Fire Advisory Committee. The Fire Chief informed the committee of the sole applicant and discussed each jurisdictions fiscal responsibility. The consultant’s requested scope of work was $99,000, with the cost allocation to be shared between the three jurisdictions.

FISCAL IMPACT:

A fair share cost allocation plan will be approved by each agency before a professional service agreement is executed, which will bear the total cost of the feasibility study.

On January 9, 2025, the Fire Advisory Committee voted as follows:

City of Hollister 45%,
County of San Benito County 45%,
City of San Juan Bautista 10% [not exceed ten-thousand dollars ($10,000.00)] ATTACHMENTS:

1. Resolution

2. Request for Proposal (RFP) dated December 16, 2024 by Baker Tilly, US, LLP

3. San Benito County Fire Protection Advisory Committee-Fire protection & life safety services special district formation study-by Baker Tilly, US, LLP 1 December 16, 2024
San Benito County Fire
Protection Advisory
Committee
Fire protection & life safety services
special district formation study
Contents
The information provided here is of a general nature and is not intended to address the specific circumstances of any individual or entity. In specific circumstances, the services of a professional should be sought.

Baker Tilly US, LLP and Baker Tilly Advisory Group, LP and its subsidiary entities provide professional services through an alternative practice structure in accordance with the AICPA Code of Professional Conduct and applicable laws, regulations and professional standards. Baker Tilly US, LLP is a licensed independent CPA firm that provides attest services to clients. Baker Tilly Advisory Group, LP and its subsidiary entities provide tax and business advisory services to their clients. Baker Tilly Advisory Group, LP and its subsidiary entities are not licensed CPA firms.

Baker Tilly Advisory Group, LP and Baker Tilly US, LLP, trading as Baker Tilly, are independent members of Baker Tilly International. Baker Tilly International Limited is an English company. Baker Tilly International provides no professional services to clients. Each member firm is a separate and independent legal entity, and each describes itself as such. Baker Tilly Advisory Group, LP and Baker Tilly US, LLP are not Baker Tilly International’s agent and do not have the authority to bind Baker Tilly International or act on Baker Tilly International’s behalf. None of Baker Tilly International, Baker Tilly Advisory Group, LP, Baker Tilly US, LLP nor any of the other member firms of Baker Tilly International has any liability for each other’s acts or omissions. The name Baker Tilly and its associated logo is used under license from Baker Tilly International Limited.

COVER LETTER............................................................................................................. 1 INTRODUCTION............................................................................................................. 2 DESCRIPTION OF STUDY UNDERSTANDING AND APPROACH ............................... 4 PROJECT TEAM ............................................................................................................ 7 CLIENT REFERENCES.................................................................................................. 9 EXHIBIT A: SCOPE OF WORK...................................................................................... 9 COST ESTIMATE .........................................................................................................10 LOCATION OF LOCAL OFFICE...................................................................................10 APPENDIX A: RESUMES.............................................................................................11 APPENDIX B: FORMS ................................................................................................. 17 We really appreciate your support through our
journey and ALL that we were able to learn with you
coaching and guiding us.

Vice president | Baker Tilly client
“
2 Introduction
As your guide, we champion your goals, anticipate your challenges and pioneer new territory together.

Guiding you with our resources, reputation and reach
Making decisions today to shape tomorrow is especially challenging in these extraordinary times. The San Benito Fire Protection Advisory Committee requires a firm with consulting specialists who combine functional experience, industry knowledge and technical expertise to respond to your immediate needs and support you as your organization evolves.

Baker Tilly is that firm. We pay special attention to the intersection of strategy and execution to deliver:
• Innovative and pragmatic approaches for assessing changes, adapting quickly, implementing best practices and competing in any environment
• Services to enhance the safety and security of the community you serve • Strategies to identify and mitigate potential risks
• Solutions for your toughest challenges

More than anything, the San Benito Fire Protection Advisory Committee will receive an exceptional experience for your management team, internal process owners and — ultimately — members of the Hemet community. Below are some key facts about our consulting practice, including the depth of resources that stand ready to support your core project team:

GIVING YOU THE TOOLS YOU NEED TO NAVIGATE THE FUTURE
Baker Tilly will successfully guide the San Benito Fire Protection Advisory Committee through changing landscapes with skills, stability and strength as one of the oldest and largest advisory, assurance and tax firms in the United States.

Delivering specialized expertise to our public sector clients State and local government is a complex, unique environment shaped by fiscal, regulatory and operational considerations not found in other industries. Recognizing this complexity and eager to serve as a true valued advisor to the public sector, Baker Tilly has served the public sector since our founding in 1931 and formalized its dedicated public sector specialization more than 50 years ago. Today, more than 350 Baker Tilly professionals — including nearly 30 principals — focus directly on serving governments and provide hundreds of thousands of client service hours annually to organizations like the San Benito Fire Protection Advisory Committee.

Nationwide, our public sector practice has served nearly 4,000 state and local governmental entities, including municipalities, counties, school districts, utilities, transit organizations, airports and special authorities. Several of these client groups are now served by dedicated specialists in distinct subpractices. 3 INTRODUCTION

COMMITMENT TO THE PUBLIC SECTOR
Baker Tilly has been in business for more than 90 years, and public sector entities were some of our first clients.

Valuing independence — and ensuring it
The validity of the work we do for the San Benito Fire Protection Advisory Committee and the reputation of our firm all depend on one thing: upholding the independence standards that govern our profession.

This is a responsibility we hold paramount. We use multiple guard rails in the form of quality control policies and procedures to monitor our compliance. Each year, every staff member completes and signs representations on their compliance with independence policies and procedures.

Selected principals and managers verify compliance with independence requirements. We conduct firmwide conflict checks prior to accepting attest work for publicly traded companies. We also maintain a real-time list of companies where investments may be prohibited.

As part of the San Benito Fire Protection Advisory Committee’s engagement planning process, we confirm the independence of your engagement team members, management-level personnel and other applicable individuals in the firm.

Baker Tilly is not a small or minority-owned business or women’s business enterprise. 4 Description of study understanding and
approach
Currently the City of Hollister is providing fire services to the City of San Juan Bautista and the County of San Benito as well as the City of Hollister. Services to the County and the City of San Juan Bautista are delivered under contract, but for a variety of reasons the contracting approach is not sustainable, and the jurisdictions would like to explore setting up a single jurisdiction such as a fire district to provide services to the area.

Fire districts are common in California, and they often provide service to both unincorporated (county) areas and incorporated cities. An example of such a fire district would be the Ventura County Fire Protection District which serves the unincorporated portions of Ventura County and seven of the ten incorporated cities located within that County. Originally, this special district was created under a fire district act authorized by the legislature in 1961, which has now been superseded by the Fire District Law of 1987.

Hollister, San Juan Bautista and the County will probably want to examine the 1987 Fire District legislation as a possible vehicle for a single fire service jurisdiction. It may also want to consider a shortterm Joint Powers Agreement as a “bridge” vehicle until a permanent special district can be formed. Other approaches are also possible.

Our detailed plan of work is presented below.

Activity 1 – Start project
Baker Tilly will begin this project with a careful learning phase, starting with a meeting with you and the members of the Fire Protection Advisory Committee (Committee) to ensure we have a clear understanding of your objectives. Prior to the kickoff meeting, we will develop a work plan for your consideration that includes project team roles and responsibilities, the project scope and the anticipated project timeline. During the kickoff meeting, we will confirm the work plan and schedule, so our proposed scope of work is aligned precisely to meet your goals.

The project start-up activity forms the foundation of the relationship between Baker Tilly’ team and the Committee’s team. In addition to covering logistics such as who should be interviewed and communication protocols, we will discuss the approach and timing of this project in relation to other activities across the three organizations. We understand that the work associated with this review is in addition to the normal work of the organizations and must be integrated in a way that minimizes disruption.

We will have provided a data request for background information prior to this meeting and will review the material collected by staff to identify any other data needs.

Activity 2 – Gather information from the Hollister Fire Department, staff of the two cities and the County
Next, we will gather various financial data and fire department information from the Hollister Fire Department, the City of Hollister, the City of San Juan Bautista and San Benito County. We will seek to collect and confirm information in activities described below. • Interview department and City/County leaders and staff to gain insights into the operational challenges and opportunities. This will also include site tours to observe the facilities and operations firsthand. .
• Review budget information to assess financial allocations, expenditures, and funding sources. 5 DESCRIPTION OF STUDY UNDERSTANDING AND APPROACH
• Review operational information such as calls for service for each area, response times and related data such as the ESCI study completed on service delivery options and operational recommendations • Identify potential funding sources to support the proposed improvements. We will review the history of parcel and property tax issues in the area as well as other special tax measures for municipal services
• Analyze the legal mandates and regulatory requirements that govern fire services to ensure compliance and identify any gaps.
• Assess current technology and infrastructure to determine their adequacy and identify areas for enhancement.

Activity 3 – Conduct analysis and develop observations and preliminary recommendations Next, we will analyze the information collected previously. We will conduct a thorough analysis to develop observations and recommendations. We will begin by evaluating the effectiveness of the current fire safety and rescue services to determine their strengths and areas for improvement. Additionally, we will analyze the feasibility of forming a joint fire protection district, considering the potential benefits and challenges associated with such a move. A cost-benefit analysis of various options will be conducted to identify the most viable solutions. Furthermore, we will identify potential funding sources and analyze the financial impacts of the proposed solutions to ensure their sustainability. Lastly, we will examine the impact of commercial and residential growth on fire services to ensure that the proposed solutions can accommodate future demands.

As noted above we will be looking specifically at the Fire Protection District Law of 1987 as a possible special district vehicle but will also investigate other possible approaches such as creation of a community services district as a vehicle which might offer more flexible governance arrangements, which we know will be important. We have often found that a technical advisory committee or something similar can be an effective instrument for designing governance controls when other options may be limited.

We will prepare observations and preliminary recommendations and meet with project leaders to review them. This will be an opportunity to discuss what we learned and observed in our analysis and hear feedback about the issues we have identified. This discussion provides a preview of what will be addressed in the project report.

Activity 4 – Report results
Once we have received feedback about the observations and recommendations and overall fire regionalization opportunities, we will prepare a draft report that includes our analysis and recommendations for actions regarding the delivery of fire services in the County and two cities. We will present the draft for review and comment. At the conclusion of the review period, we will consider all changes and suggested revisions and prepare the final report.

Reports prepared by Baker Tilly are rich in detail, with recommendations supported by quality analysis.

We take pains to ensure that our analysis and subsequent recommendations are organized in an easy-tounderstand format and presented in a positive manner.

We take several discrete steps to ensure quality control. The first is to prepare a draft report for managers to review to ensure that facts are accurate and ideas are presented clearly. Baker Tilly retains responsibility for our professional recommendations but we expect that vetting the draft report with management improves its utility. In addition to vetting the report for accuracy the draft review provides an opportunity to discuss the recommendations and to identify implementation issues. Baker Tilly is committed to recommending actions that result in meaningful operational improvements and can be implemented in the real world. Once comments have been received, the final project report will be prepared, peer reviewed, and then transmitted to you.

Activity 5 – Support implementation
Baker Tilly has a strong bias for action. Our reports and resulting recommendations become tools for setting priorities and for developing work plans. After completing our report, we will prepare a draft 6 DESCRIPTION OF STUDY UNDERSTANDING AND APPROACH
Implementation Action Plan in accordance with state and federal requirements to form a fire district based on the recommendations in our report. The draft action plan sets forth the steps required for implementation, assigns responsibility for action and assigns a priority level (immediate, near- or longterm) for initiating each recommendation.

The action plan is prepared as a draft and becomes final after you integrate the action steps into a work plan that includes dates for planned completion. The action plan is an important management tool for actual implementation of the work outlined in the project report. 7 PROJECT TEAM
Project team
Leading the San Benito Fire Protection Advisory Committee 's service feasibility study and uncovering opportunities along the way Meet the local-government consulting team we’ve assembled to achieve everything you envision.

Selected intentionally for your goals and backed by our specialized resources, these individuals are collaborative and multidisciplinary. Their passion for the local government sector will make them an unstoppable force on your behalf. You’ll find their bios below and complete resumes in Appendix A.

ENGAGEMENT TEAM FOR THE SAN BENITO FIRE PROTECTION ADVISORY COMMITTEE Andrew Belknap — Managing Director
Role: Project director
Andy has more than 20 years of local government experience, including service as a city manager, public works director, a variety of interim management positions, and as a consultant to California municipalities and special districts. He specializes in local government financial management and has led numerous projects to address structural fiscal deficits.

Andy served as an expert witness in the City of Vallejo, California’s bankruptcy proceeding and served as project manager for the City of Stockton’s AB 56 process mediation and subsequent Chapter 9 bankruptcy and recovery. Andy managed the City of San Bernardino’s bankruptcy and developed the plan of adjustment for the City, which led to fundamental changes in governance and operations. As a result of bankruptcy recovery and other work, he is expert at identifying alternative service delivery arrangements, as well as developing revenues over a broad array of municipal services.  Notably he managed the process of annexing the City fire department into the San Bernardino Fire Protection District.

A trained economist, Andy brings a special expertise to fiscal analysis and public finance issues. His blend of quantitative skills, coupled with a practitioner’s understanding of public services and management systems, adds value to all types of organizational and policy analyses.

Michelle New — Manager
Role: Project manager
Michelle assists public sector clients with strategic plans, city council workshops, organization assessments and comparison analysis studies. She spent 15 years with the City of Santa Maria, where she worked first as a management analyst in the City Manager’s Office and then as the human resources manager, responsible for oversight of all aspects of the human resources function. During her tenure, Michelle developed an award-winning succession planning program, overhauled multiple paper processes, actively participated in employee negotiations, coordinated the city’s performance, disciplinary and investigative issues and was involved in the citywide budget. She also participated in the coordination of the city’s COVID-19 response as one of two contact tracers. Michelle served as a Central Coast regional co-chair of the Municipal Management Association of Southern California (MMASC) and is the founding member of the region’s annual Women in Leadership event.

Michelle is also a graduate of Leadership Santa Maria and served on its board for three years including one year as vice chair.
8 PROJECT TEAM
Ned Pettus, Jr., PhD — Special Advisor
Role: Fire subject-matter specialist
Ned served most recently as Public Safety Director for the City of Columbus, Ohio, where he managed the operations and mission of the Divisions of Fire, Police and Support Services. As Public Safety Director, he oversaw an annual budget of approximately $635 million – 65% of the City’s General Fund budget and approximately half of the City’s total personnel. His tenure included deployment of body-worn cameras; installation of ShotSpotter Gunfire Detection System; appointment of Columbus’ first Police Chief from outside the Division, Elaine Bryant, who is also the first African-American female to be appointed Columbus Police Chief; establishment of a Civilian Review Board and an Office of Inspector General for the Division of Police; deployment of the Rapid Response Emergency Addiction and Crisis Team and Specialized Program Providing Assessment, Resources and Connection.

Ned served in the Columbus Division of Fire for 35 years, moving up through the ranks to the position of fire chief, which he held for a decade. Under his leadership, the Columbus Division of Fire received international accreditation from the Commission on Fire Accreditation, International (CFAI) in March of 2007, and was reaccredited in August of 2012. He was recognized as the 2009 Metropolitan Fire Chief of the Year award, and served as Secretary, Treasurer, Vice President and President of the Metropolitan Fire Chiefs Association, a section of the International Association of Fire Chiefs (IAFC) and the National Fire Protection Association (NFPA). Ned holds professional designations of Chief Fire Officer (CFO) and Fellow of the Institution of Fire Engineers (FIFireE). He serves on the Advisory Board for the Center for Public Safety and Cybersecurity Education at Franklin University, and as one of their two Executives in Residence.

On June 6th, 2023, the City of Columbus dedicated and renamed the Fire Training Academy the Dr. Ned Pettus Jr. Fire Training Academy. The Academy provide State certification training for firefighters, EMTs and Paramedics, and has a memorandum of understanding (MOU) with Columbus State Community College that awards college credit to those who successfully complete training at the Dr. Ned Pettus Jr.

Fire Training Academy.

Steve Montano — Special Advisor
Role: Finance subject-matter specialist
Steve is a public finance professional with more than 25 years of experience and has held a wide range of roles in local government including budget development and administration, long-term strategic business and financial planning, and the analysis of operational areas to improve organizational effectiveness. After serving in the United States Marine Corps, Steve worked for the U.S. Office of Management and Budget, the City of Palo Alto, and the City of San Juan Capistrano, and served most recently as the Deputy Finance Director for the City of Newport Beach. In that role, he had the responsibility of coordinating the development and preparation of the City’s annual long-range fiscal forecast, performing financial planning and analysis associated with capital replacement plans, and developing strategies to achieve City goals in a fiscally responsible manner. Steve holds a bachelor’s and a master’s degree in political science and public policy from the University of California at Berkeley.

AN INTEGRATED TEAM WORKING TOGETHER FOR SUCCESS
Each professional on your team was selected for a reason, but it’s our collective brainpower and collaboration that will ultimately make a difference for the San Benito Fire Protection Advisory Committee. 9 CLIENT REFERENCES
Client references
Please see Client Reference Form in Appendix B.

Exhibit A: Scope of work
Our proposed scope of work is included in our description of project understanding and approach earlier in this proposal. We have included Exhibit A from the RFP among the forms in Appendix B. 10 COST ESTIMATE
Cost estimate
Sharing our transparent fee estimate
The Committee's fee estimate is based on what we’ve learned is important to you. The estimate below encompasses all aspects from phases one through four of our approach and includes travel expenses.

We’ll go beyond what’s expected to deliver a return on your investment.

SERVICES FOR THE CITY FEES
Phase 1: Start project 5,000.00
Phase 2: Gather information 38,000.00
Phase 3: Conduct analysis 25,000.00
Phase 4: Report results and provide recommendations 28,000.00 Phase 5: Support implementation 3,000.00
TOTAL FOR ALL SERVICES** 99,000.00

OUR TRANSPARENT, FAIR FEE ESTIMATE
The Committee can expect a competitive fee arrangement and continuous value.

Location of local office
We will manage this project from our San Jose office, located at 1735 Technology Drive, Suite 410 San Jose, CA 95110.

Item #7A
City Council Meeting
January 21, 2025
Page | 1

CITY OF SAN JUAN BAUTISTA

CITY COUNCIL REPORT
DATE: JANUARY 21, 2025
DEPARTMENT: CITY MANAGER
BY: ASHLEY COLLICK, CITY MANAGER
FROM: WENDY CUMMING, CPA
TITLE: APPROVE A RESOLUTION ACCEPTING THE CITY’S FISCAL YEAR 2023/2024 AUDIT
RECOMMENDED ACTION(S):

It is recommended that the City Council Approve the attached Resolution accepting the City’s Fiscal Year 23/24 Audit.

BACKGROUND INFORMATION:

The City is required by laws of the State of California to audit the financial statements after the end of each fiscal year. This practice provides complete transparency for the public and is a tool to hold government officials fiscally accountable. If the audit discloses findings of mishandling of the City’s finances, or in violation of any of its finance policies, this is where to look for these facts and make changes to correct these errors and discrepancies.

It is the City Manager’s duty to present this audit and describe the City’s fiscal status. The City Manager is looking for any signals of alarm, and after that, looking at trends. In the past years, the audits have all been found to be “clean.” Like an individual will use a tax return, the city uses a clean audit to help leverage debt. Trends are powerful projection tools, that identify where there are deficits, where expenses exceed revenues, and those need to be identified and corrected in future budgets.

When the budget is assembled and presented to the public, nearly a quarter of expenses and revenues have not been received or spent. The term “Year to Date” is used, and then a “Year End Projection” is determined based upon the annual trends. The audit provides annual trends and works as a tool to disclose dangers and risks, as well as opportunities over longer periods of time.

The audit then confirms the assumptions and projections made in the budget, six months after the budget is adopted. The Audit from the prior fiscal year is where the new budget is born.

There is a phrase known as “Zero Based” budgeting. This is a practice that occurs from time to time when the incremental adjustments made year to year are working against the actual trends identified. All assumptions are discarded, and the budget practice starts at “0.” In February 2020, Item #7A
City Council Meeting
January 21, 2025
Page | 2
Citygate and Associates assigned a retired Finance Director to “audit the audit.” There were many recommendations to help improve the systems in place, but the City’s finances were proven to be accurately reported, and strong.

DISCUSSION:

The City is presenting to the City Council and the residents of San Juan Bautista a clean Audit.

There are no findings of concern.

Focusing on trends, attached are notes provided by Wendy Cumming, CPA, summarizing and highlighting areas of the audit and comparing them to prior years. The City is consistently investing in its infrastructure and paying down debt on time. General Fund revenues were below expenditures by $653,219. The decrease is due to the City’s planned expenditure for capital improvements. The budget of which anticipated the use of the available general fund for these projects. The Enterprise Funds (Water and Sewer) are healthier than in prior years.

FISCAL IMPACT:

The acceptance of the City’s audit allows the budget process to begin.

ATTACHMENTS:

1. Resolution

2. Summary Notes
Page | 1
City of San Juan Bautista
Audited Financial Statements
June 30, 2024

Page 4 ends

Governmental Activities ~
Assets are lower than the previous year by $300k. The decrease can be attributed to a combination of an increase in accounts receivable of $70k, and fixed assets of $193k for infrastructure improvements. The change is offset by a decrease in cash of $505k to pay for the infrastructure improvements.

Liabilities are higher than in the prior year by $161k, due to an increase in contract services due at the year end.

The unrestricted fund balance of $2,163k is lower than the prior year by $705k. This decrease is primarily due to the investment in capital which shifts the unrestricted fund balance to the investment in capital assets fund balance, combined with a decrease in fund balance from governmental operations of $653k.

Enterprise Activities ~
Assets are higher than the prior year by $10,528k. This increase is primarily due to an increase in capital assets for the enterprise funds of $8,136k, less depreciation.

Liabilities are higher than in the prior year by $6,322k. The increase is primarily due to the amounts due for the sewer infrastructure project at year end.

The unrestricted fund balance of $2,163k, is higher than the prior year by $499k.

Page 5 ends

Primary Government (includes enterprise funds) ~
Charges for services and operating grants totaled $7,814k, combined with taxes, property, and other revenues of $2,498k, totaling $10,312k in revenue for the year. This is an increase of $3,047k over the prior year’s total of $7,265k. This is primarily due to significant grant funds received in the current year.

Expenditures/expenses totaled $6,716k for the year. These expenditures were higher than the prior year expenditures by $203k, primarily due to higher costs in public safety and community development costs in the current year.

Page | 2
The beginning net position for the year was $15,481k. With the change in net position totaling $3,680k, bringing the net position to $19,161k.

Page 11 ends

Enterprise funds brought in $3,045k of operating revenue which is $224k higher than the prior year. This increase is due to a higher revenue from annual rate increases.

Enterprise fund operating expenses were $2,251k, which was $4k higher than the prior year.

Overall, the enterprise funds brought in a increase in net position of $794k, from operating activities.

Page 12 ends

Cash flow from operating activities provided $1,735k for the year, which is better than the prior year by $482k.

Cash flow for non-capital related financing, provided $4,005k for primarily grant related funding for the sewer project.

Cash flow for related finance activities, cash used for the paydown of debt and capital purchases, was a combined decrease in cash of $3,123k. The use of cash in the prior year for similar activities was $1,085k. The significant change in cash flow for finance activities was mostly driven by the sewer project, which had $7,239k in capital purchases, which was offset by proceeds from the interim line of credit of $4,838k.

Page 31 ends

Combined general fund revenues were over budget by $365k, primarily in sales taxes and intergovernmental grants. Charges for services were below budget by $363k. These budgeted line items are primarily used to pay for community development expenditures.

Combined expenditures were under budget by $1,548k, primarily in the capital projects budgets. Over budget amounts in community development of $397k was largely attributed to higher contract costs for engineering, building and planning services.

The total of revenue under expenditures for the year were a negative $705k with interfund transfers. Removing the effects of the capital outlay of $447k, the general fund would present a negative $258k for the year.

The general fund ended this year with a fund balance of $2,789k, lower than the prior year by $705k. Of this year-end balance $638k is uncommitted and available for use in governmental operations.

RESOLUTION NO. 2025-XX

A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF SAN JUAN BAUTISTA

ACCEPTING THE SAN JUAN BAUTISTA MUNICIPAL AUDIT FOR FISCAL YEAR 2023-2024
WHEREAS, the City of San Juan Bautista is required under the laws of the State of California to have their financial statements audited annually; and WHEREAS, an audit of the City’s financial statements was conducted by Independent Auditor Bryant L. Jolley, CPA; and
WHEREAS, the City Council held a meeting on January 21, 2025 where, in accordance with all State and Municipal Code requirements, they reviewed the audit.

NOW, THEREFORE, BE IT RESOLVED that the City Council of the City of San Juan Bautista accepts the FY 2023-2024 San Juan Bautista Municipal Audit.

PASSED AND APPROVED by the City Council of the City of San Juan Bautista at a regular meeting held on the 21st day of January 2025, by the following vote:

AYES:

NOES:

ABSENT:

ABSTAIN:

APPROVED:
______________________
Leslie Q. Jordan, Mayor
ATTEST:
_______________________
Elizabeth Soto, City Clerk

CITY OF SAN JUAN BAUTISTA

MANAGEMENT REPORT
FOR THE YEAR ENDED JUNE 30, 2024
2 TABLE OF

CONTENTS
Page
Required Communications 1 - 3
BRYANT L. JOLLEY
CERTIFIED PUBLIC ACCOUNTANTS Bryant L. Jolley C.P.A.

Ryan P. Jolley C.P.A.

Darryl L. Smith C.P.A.

Luis A. Perez C.P.A.

Lan T. Kimoto
901 “N” STREET, SUITE 104 FIREBAUGH, CALIFORNIA 93622 PHONE 559.659.3045 FAX 559.659.0615 To the Honorable Mayor and City Council
City of San Juan Bautista, California
We have audited the financial statements of the governmental activities, the business-type activities, each major fund, and the aggregate remaining fund information of the City of San Juan Bautista for the year ended June 30, 2024. Professional standards require that we provide you with information about our responsibilities under generally accepted auditing standards and Government Auditing Standards, as well as certain information related to the planned scope and timing of our audit. We have communicated such information in our letter to you dated November 22, 2024. Professional standards also require that we communicate to you the following information related to our audit.

Significant Audit Matters
Qualitative Aspects of Accounting Practices
Management is responsible for the selection and use of appropriate accounting policies. The significant accounting policies used by City are described in Note 1 to the financial statements.

No new accounting policies were adopted and the application of existing policies have not changed during 2024. We noted no transactions entered into by City during the year for which there is a lack of authoritative guidance or consensus. All significant transactions have been recognized in the financial statements in the proper period.

Accounting estimates are an integral part of the financial statements prepared by management and are based on management’s knowledge and experience about past and current events and assumptions about future events. Certain accounting estimates are particularly sensitive because of their significance to the financial statements and because of the possibility that future events affecting them may differ significantly from those expected. The most sensitive estimates affecting the City’s financial statements were:
 Management has determined the economic useful lives of fixed assets based on past history of similar types of assets, future plans as to their use, and other factors that impact their economic value to the City. We evaluated the key factors and assumptions used by management in computing depreciation expense and believe that it is reasonable in relation to the financial statements taken as a whole.
 Management’s estimate of the allowance for doubtful accounts is based on an evaluation of collectability primarily focused on past due accounts. We evaluated the key factors and assumptions used to develop the allowance for doubtful accounts in determining that it is reasonable in relation to the financial statements as a whole. 2 The financial statement disclosures are neutral, consistent, and clear.

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

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

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

Management Representations
We have requested certain representations from management that are included in the management representation letter dated January 13, 2025.

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

Other Audit Findings or Issues
We generally discuss a variety of matters, including the application of accounting principles and auditing standards, with management each year prior to retention as City of San Juan Bautista’s auditors. However, these discussions occurred in the normal course of our professional relationship and our responses were not a condition to our retention. 3 Other Matters
We applied certain limited procedures to the Budgetary Comparison Schedules, which are required supplementary information (RSI) that supplements the basic financial statements. Our procedures consisted of inquiries of management regarding the methods of preparing the information and comparing the information for consistency with management’s responses to our inquiries, the basic financial statements, and other knowledge we obtained during our audit of the basic financial statements. We did not audit the RSI and do not express an opinion or provide any assurance on the RSI.

We were engaged to report on supplementary information, as listed in the table of contents, which accompany the financial statements but are not RSI. With respect to this supplementary information, we made certain inquiries of management and evaluated the form, content, and methods of preparing the information to determine that the information complies with accounting principles generally accepted in the United States of America, the method of preparing it has not changed from the prior period, and the information is appropriate and complete in relation to our audit of the financial statements. We compared and reconciled the supplementary information to the underlying accounting records used to prepare the financial statements or to the financial statements themselves.

Restriction on Use
This information is intended solely for the information and use of the City Council and management of City of San Juan Bautista and is not intended to be, and should not be, used by anyone other than these specified parties.

January 13, 2025

CITY OF SAN JUAN BAUTISTA
INDEPENDENT AUDITOR’S REPORT
AND

FINANCIAL STATEMENTS
JUNE 30, 2024

TABLE OF C O N T E N T S
Page
INDEPENDENT AUDITOR’S REPORT 1 – 3
BASIC FINANCIAL STATEMENTS:

Government-Wide Financial Statements
Statement of Net Position 4
Statement of Activities 5
Fund Financial Statements
Balance Sheet – Governmental Funds 6
Reconciliation of Total Governmental Fund Balance to
Net Position of Governmental Activities 7
Statement of Revenue, Expenditures and Changes in
Fund Balance – Governmental Funds 8
Reconciliation of Statement of Revenue, Expenditures
and Changes in Fund Balance of Governmental Funds
to the Statement of Activities 9
Statement of Net Position – Proprietary Funds 10
Statement of Revenue, Expense and Changes in Fund Net
Position – Proprietary Funds 11
Statement of Cash Flow – Proprietary Funds 12
Notes to the Basic Financial Statements 13 – 31
Required Supplementary Information
Budgetary Comparison Schedule – General Fund 32
Supplemental Only Information
Combining Balance Sheet – Nonmajor
Governmental Funds 33 – 34
Combining Statement of Revenue, Expenditures and
Changes in Fund Balance – Nonmajor
Governmental Funds 35 – 36
INDEPENDENT AUDITOR’S REPORT ON INTERNAL CONTROL OVER

FINANCIAL REPORTING AND ON COMPLIANCE AND OTHER MATTERS

BASED ON AN AUDIT OF FINANCIAL STATEMENTS PERFORMED IN
ACCORDANCE WITH GOVERNMENT AUDITING STANDARDS 37 – 38
TABLE OF C O N T E N T S (Continued)
Page
INDEPENDENT AUDITOR’S REPORT ON COMPLIANCE FOR

EACH MAJOR PROGRAM AND ON INTERNAL CONTROL OVER COMPLIANCE REQUIRED BY THE UNIFORM GUIDANCE 39 – 41
Schedule of Expenditures of Federal Awards 42
Notes to Schedule of Expenditures of Federal Awards 43
Schedule of Findings and Questioned Costs 44
Summary Schedule of Prior Audit Findings 45
BRYANT L. JOLLEY
CERTIFIED PUBLIC ACCOUNTANTS Bryant L. Jolley C.P.A.

Ryan P. Jolley C.P.A.

Darryl L. Smith C.P.A.

Luis A. Perez C.P.A.

Lan T. Kimoto
INDEPENDENT AUDITOR’S REPORT
To the Honorable Mayor and City Council
City of San Juan Bautista, California
Report on the Audit of the Financial Statements
Opinions
We have audited the accompanying financial statements of the governmental activities, the business-type activities, each major fund, and the aggregate remaining fund information of the City of San Juan Bautista (the “City), California, as of and for the year ended June 30, 2024, and the related notes to the financial statements, which collectively comprise the City’s basic financial statements as listed in the table of contents.

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

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

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

In preparing the financial statements, management is required to evaluate whether there are conditions or events, considered in the aggregate, that raise substantial doubt about the City’s ability to continue as a going concern for twelve months beyond the financial statement date, including any currently known information that may raise substantial doubt shortly thereafter.
901 “N” STREET, SUITE 104 FIREBAUGH, CALIFORNIA 93622 PHONE 559.659.3045 FAX 559.659.0615 2 Auditor’s Responsibilities for the Audit of the Financial Statements Our objectives are to obtain reasonable assurance about whether the financial statements as a whole are free from material misstatement, whether due to fraud or error, and to issue an auditor’s report that includes our opinions.

Reasonable assurance is a high level of assurance but is not absolute assurance and therefore is not a guarantee that an audit conducted in accordance with generally accepted auditing standards and Government Auditing Standards will always detect a material misstatement when it exists. The risk of not detecting a material misstatement resulting from fraud is higher than for one resulting from error, as fraud may involve collusion, forgery, intentional omissions, misrepresentations, or the override of internal control. Misstatements are considered material if there is a substantial likelihood that, individually or in the aggregate, they would influence the judgment made by a reasonable user based on the financial statements.

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

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

Required Supplementary Information
Management has omitted the management’s discussion and analysis that accounting principles generally accepted in the United States of America require to be presented to supplement the basic financial statements. Such missing information, although not a part of the basic financial statements, is required by the Governmental Accounting Standards Board who considers it to be an essential part of financial reporting for placing the basic financial statements in an appropriate operational, economic, or historical context. Our opinion on the basic financial statements is not affected by this missing information.

Accounting principles generally accepted in the United States of America require that the budgetary comparison information on page 32 be presented to supplement the basic financial statements. Such information is the responsibility of management and, although not a part of the basic financial statements, is required by the Governmental Accounting Standards Board who considers it to be an essential part of financial reporting for placing the basic financial statements in an appropriate operational, economic, or historical context. We have applied certain limited procedures to the required supplementary information in accordance with auditing standards generally accepted in the United States of America, which consisted of inquiries of management about the methods of preparing the information and comparing the information for consistency with management’s responses to our inquiries, the basic financial statements, and other knowledge we obtained during our audit of the basic financial statements. We do not express an opinion or provide any assurance on the information because the limited procedures do not provide us with sufficient evidence to express an opinion or provide any assurance.
3 Supplementary Information
Our audit was conducted for the purpose of forming opinions on the financial statements that collectively comprise the City’s basic financial statements. The accompanying combining and individual nonmajor fund financial statements and schedule of expenditures of federal awards, as required by Title 2 U.S. Code of Federal Regulations Part 200, Uniform Administrative Requirements, Cost Principles, and Audit Requirements for Federal Awards, are presented for purposes of additional analysis and are not a required part of the basic financial statements. Such information is the responsibility of management and was derived from and relates directly to the underlying accounting and other records used to prepare the basic financial statements. The information has been subjected to the auditing procedures applied in the audit of the basic financial statements and certain additional procedures, including comparing and reconciling such information directly to the underlying accounting and other records used to prepare the basic financial statements or to the basic financial statements themselves, and other additional procedures in accordance with auditing standards generally accepted in the United States of America. In our opinion, the combining and individual nonmajor fund financial statements and the schedule of expenditures of federal awards are fairly stated, in all material respects, in relation to the basic financial statements as a whole.

Other Reporting Required by Government Auditing Standards In accordance with Government Auditing Standards, we have also issued our report dated January 13, 2025, on our consideration of the City’s internal control over financial reporting and on our tests of its compliance with certain provisions of laws, regulations, contracts, and grant agreements and other matters. The purpose of that report is solely to describe the scope of our testing of internal control over financial reporting and compliance and the results of that testing, and not to provide an opinion on the effectiveness of the City’s internal control over financial reporting or on compliance. That report is an integral part of an audit performed in accordance with Government Auditing Standards in considering City’s internal control over financial reporting and compliance.

January 13, 2025
See accompanying notes. 4

CITY OF SAN JUAN BAUTISTA

STATEMENT OF NET POSITION
JUNE 30, 2024
Governmental Business-Type
Activities Activities Total
ASSETS
Cash and investments 2,572,560 $ 4,158,402 $ 6,730,962 $ Restricted cash and investments - 449,398 449,398
Accounts receivable, net 270,513 695,068 965,581
Due from other governmental agencies 361,165 - 361,165
Lease receivable 154,527 - 154,527
Internal balances 1,451,735 (1,451,735) -
Prepaid expense and other assets 13,001 - 13,001
Capital assets (net of allowance
for depreciation) 20,991,436 6,005,494 26,996,930
Total assets 24,842,569 10,828,995 35,671,564

DEFERRED OUTFLOWS OF RESOURCES
Deferred amount on debt refunding 1,260,962 - 1,260,962 Total deferred outflows of resources 1,260,962 - 1,260,962

LIABILITIES
Accounts payable and accrued expense 648,221 2,175,464 2,823,685 Accrued interest - 111,801 111,801
Deposits 10,500 162,720 173,220
Line of credit - 4,918,149 4,918,149
Long-term liabilities
Due within one year - 325,000 325,000
Due in more than one year 9,268,094 - 9,268,094
Total liabilities 16,961,228 658,721 17,619,949

DEFERRED INFLOWS OF RESOURCES
Deferred right to use - lease revenue - 151,749 151,749 Total deferred inflows of resources - 151,749 151,749

NET POSITION
Net investment in capital assets 6,005,494 6,480,193 12,485,687 Restricted for debt service - 60,425 60,425
Restricted for short-lived asset - 25,200 25,200
Restricted for capital improvements 920,500 449,398 1,369,898 Restricted for specific projects and programs 1,002,927 - 1,002,927 Unrestricted 2,127,087 2,089,604 4,216,691
Total net position $ 9,142,303 10,018,525 $ 19,160,828 $ See accompanying notes. 5
CITY OF SAN JUAN BAUTISTA STATEMENT OF ACTIVITIES YEAR ENDED JUNE 30, 2024 Operating Capital
Charges for Grants and Grants and Governmental Business-Type Expense Services Contributions Contributions Activities Activities Total Primary Government
Governmental activities
General government $ 54,889 994,476 $ 228,279 $ - $ (711,308) $ - $ (711,308) $ Public works 780,260 - 503,610 - (276,650) - (276,650)Parks and recreation 166,346 1,264 - - (165,082) - (165,082)Public safety 1,079,526 389 166,583 - (912,554) - (912,554)Community development 46,866 1,016,064 75,999 - (893,199) - (893,199) Total governmental activities 103,408 4,036,672 974,471 - (2,958,793) - (2,958,793) Business-type activities
Water 1,154,840 1,492,639 - 43,524 - 381,323 381,323Sewer 1,552,671 1,523,999 - 3,647,131 - 3,675,803 3,675,803 Total business-type activities 3,045,310 2,678,839 - 3,690,655 - 4,057,126 4,057,126 Total primary government $ 3,148,718 6,715,511 $ 974,471 $ 3,690,655 $ 4,057,126 (2,958,793) 1,098,333General Revenues Property taxes and assessments - 765,331 765,331
Sales taxes - 894,410 894,410
Lodging taxes - 195,530 195,530
Franchise taxes - 133,399 133,399
Business licenses - 27,369 27,369Motor vehicle in-lieu - 246,824 246,824 Interest and rent 83,644 220,768 304,412
Other - 14,698 14,698
Total general revenue 83,644 2,498,329 2,581,973
Change in Net Position 4,140,770 (460,464) 3,680,306Net Position Beginning of year 5,001,533 10,478,989 15,480,522
End of year $ 9,142,303 10,018,525 $ 19,160,828 $
Program Revenue Primary Government
Net Revenue/(Expense) and Changes in Net Position
Functions/Programs
See accompanying notes. 6

CITY OF SAN JUAN BAUTISTA
BALANCE SHEET – GOVERNMENTAL FUNDS
JUNE 30, 2024
Non Major Total
Governmental Governmental
General Funds Funds
ASSETS
Cash and investments 1,358,122 $ 1,214,438 $ 2,572,560 $ Accounts receivable 270,513 - 270,513
Due from other governmental agencies 261,029 100,136 361,165 Lease receivable 154,527 - 154,527
Due from other funds 84,214 - 84,214
Advance to other funds 1,451,735 - 1,451,735
Prepaid expense and other assets - 13,001 13,001
Total assets $ 1,314,574 3,593,141 $ 4,907,715 $

LIABILITIES, DEFERRED INFLOWS OF RESOURCES,

AND FUND BALANCE
Liabilities
Accounts payable and accrued expense 642,178 $ 6,043 $ 648,221 $ Due to other funds - 84,214 84,214
Deposits - 10,500 10,500
Total liabilities 90,257 652,678 742,935
Deferred Inflows of Resources
Deferred right of use - lease revenue - 151,749 151,749 Total deferred inflows of resources - 151,749 151,749
Fund Balance
Nonspendable
Advances to other funds 1,451,735 - 1,451,735
Restricted
Public safety - 161,222 161,222
Capital improvement projects - 731,648 731,648
Circulation improvements - 188,852 188,852
Lighting and landscape maintenance - 66,596 66,596
Community development - 75,999 75,999
Committed
Buildings 264,950 - 264,950
Vehicles 434,160 - 434,160
Unassigned - 637,869 637,869
Total fund balance 2,788,714 1,224,317 4,013,031
Total liabilities, deferred inflows of
resources, and fund balance 3,593,141 $ 1,314,574 $ 4,907,715 $ See accompanying notes. 7

CITY OF SAN JUAN BAUTISTA

RECONCILIATION OF TOTAL GOVERNMENTAL FUND BALANCE TO NET POSITION

OF GOVERNMENTAL ACTIVITIES
JUNE 30, 2024
Total governmental fund balances $ 4,013,031
Amounts reported for governmental activities in the statement of net position are different because:

Capital assets used in governmental activities are not financial resources and therefore are not reported in the funds 6,005,494 Net position of governmental activities $ 10,018,525
See accompanying notes. 8

CITY OF SAN JUAN BAUTISTA
STATEMENT OF REVENUE, EXPENDITURES AND CHANGES IN FUND BALANCE –

GOVERNMENTAL FUNDS
YEAR ENDED JUNE 30, 2024
Non Major Total
Governmental Governmental
General Funds Funds
Revenue
Taxes 2,088,383 $ 263,078 $ 2,351,461 $
Intergovernmental 615,922 242,582 858,504
Charges for services 56,823 - 56,823
Licenses, permits and impact fees 74,459 - 74,459
Fines and forfeitures 195 - 195
Interest and rent 193,171 - 193,171
Other - 13,998 13,998
Total revenue 505,660 3,042,951 3,548,611
Expenditures
Current
General government 970,716 - 970,716
Public works 462,945 131,172 594,117
Community development 1,016,064 - 1,016,064
Capital outlay - 447,050 447,050
Total expenditures 131,172 4,098,255 4,229,427
Revenue over/(under) expenditures (1,055,304) 374,488 (680,816) Other Financing Sources/(Uses)
Lease revenue 27,597 - 27,597
Operating transfers in/(out) (322,664) 322,664 -
Total other financing sources (uses) (322,664) 350,261 27,597 Change in Fund Balance 51,824 (705,043) (653,219)
Fund Balance
Beginning of year 1,172,493 3,493,757 4,666,250
End of year $ 1,224,317 2,788,714 $ 4,013,031 $
See accompanying notes. 9

CITY OF SAN JUAN BAUTISTA

RECONCILIATION OF STATEMENT OF REVENUE, EXPENDITURES, AND CHANGES IN

FUND BALANCE OF GOVERNMENTAL FUNDS TO THE STATEMENT OF ACTIVITIES YEAR ENDED JUNE 30, 2024
Net change in fund balance - total governmental funds $ (653,219) Amounts reported for governmental activities in the statement of activities are different because:

Depreciation expense on capital assets is reported in the Statement of Activities, but it does not require the use of current financial resources. Therefore, depreciation expense is not reported as expenditures in Governmental Funds (254,295)
Governmental funds report capital outlays as expenditures. However, in the statement of activities, the cost of those assets is allocated over their estimated useful lives as depreciation expense. This is the amount of capital outlay in the current period. 447,050
Change in net position of governmental activities $ (460,464) See accompanying notes. 10

CITY OF SAN JUAN BAUTISTA
STATEMENT OF NET POSITION – PROPRIETARY FUNDS
JUNE 30, 2024
Total
Proprietary
Water Sewer Funds
ASSETS
Current assets
Cash and investments 1,951,151 $ 2,207,251 $ 4,158,402 $ Restricted cash and investments 224,699 224,699 449,398 Accounts receivable, net 139,545 145,513 285,058
Due from other government 410,010 - 410,010
Total current assets 2,987,473 2,315,395 5,302,868
Non-current assets
Property, plant and equipment
(net of allowance for depreciation) 14,810,155 6,181,281 20,991,436 Total noncurrent assets 14,810,155 6,181,281 20,991,436 Total assets 17,797,628 8,496,676 26,294,304

DEFERRED OUTFLOWS OF RESOURCES
Deferred amount on debt refunding 567,433 693,529 1,260,962 Total deferred outflows of resources 567,433 693,529 1,260,962

LIABILITIES
Current liabilities
Accounts payable and accrued expense 44,222 2,131,242 2,175,464 Accrued interest 47,242 64,559 111,801
Advance from other funds 798,454 653,281 1,451,735
Line of credit - 4,918,149 4,918,149
Deposits 162,720 - 162,720
Current portion of long-term debt 146,250 178,750 325,000 Total current liabilities 7,913,481 1,231,388 9,144,869 Noncurrent Liabilities
Long-term debt 4,170,642 5,097,452 9,268,094
Total liabilities 12,084,123 6,328,840 18,412,963

NET POSITION
Net investment in capital assets 905,079 5,575,114 6,480,193 Restricted for debt service - 60,425 60,425
Restricted for short-lived asset - 25,200 25,200
Restricted for capital improvements 224,699 224,699 449,398 Unrestricted 395,500 1,731,587 2,127,087
Total net position $ 6,280,938 2,861,365 $ 9,142,303 $
Business-Type Activities - Enterprise Funds
See accompanying notes. 11

CITY OF SAN JUAN BAUTISTA
STATEMENT OF REVENUE, EXPENSE, AND CHANGES IN FUND NET POSITION –

PROPRIETARY FUNDS
YEAR ENDED JUNE 30, 2024
Total
Proprietary
Water Sewer Funds
Operating Revenue
Charges for services $ 1,552,671 1,477,039 $ 3,029,710 $ Other fees - 15,600 15,600
Total operating revenue 1,552,671 1,492,639 3,045,310
Operating Expense
Contractual services and utilities 165,469 645,215 810,684 Personnel 223,819 234,205 458,024
Supplies, materials and repairs 140,864 110,913 251,777 Depreciation expense 341,067 389,290 730,357
Total operating expense 1,331,400 919,442 2,250,842
Operating income/(loss) 221,271 573,197 794,468
Nonoperating Revenue/(Expense)
Development impact fees - - -
Capital contributions 43,524 3,647,131 3,690,655
Interest income 41,822 41,822 83,644
Interest expense (192,599) (235,398) (427,997)
Total nonoperating revenue/(expense) 3,496,354 (150,052) 3,346,302 Net income/(loss) before transfers 423,145 3,717,625 4,140,770 Change in Net Position 3,717,625 423,145 4,140,770
Net Position
Beginning of year 2,563,313 2,438,220 5,001,533
End of year $ 6,280,938 2,861,365 $ 9,142,303 $
Business-Type Activities - Enterprise Funds
See accompanying notes. 12

CITY OF SAN JUAN BAUTISTA
STATEMENT OF CASH FLOW – PROPRIETARY FUNDS
YEAR ENDED JUNE 30, 2024
Total
Proprietary
Water Sewer Funds
Operating Activities
Receipts from customers and users 1,477,347 $ 1,559,639 $ 3,036,986 $ Payments for contractual services and utilities (167,611) (424,850) (592,461) Payments to employees (223,819) (234,205) (458,024)
Payments to suppliers (110,913) (140,864) (251,777)
Net cash provided by operating activities 789,671 945,053 1,734,724 Non-capital Financing Activities
Grants received 43,524 4,020,164 4,063,688
Payments and transfers (to)/from other funds (26,302) (32,147) (58,449) Net cash provided by (used in)
noncapital financing activities 3,993,862 11,377 4,005,239 Capital and Related Financing Activities
Purchase of property, plant and equipment (63,773) (7,238,861) (7,302,634) Proceeds from line of credit - 4,837,687 4,837,687
Bond premium 35,733 29,236 64,969
Principal paid on long-term debt (174,554) (142,817) (317,371) Interest paid on long-term debt (168,510) (237,620) (406,130) Net cash provided by (used in) capital and
related financing activities (2,683,265) (440,214) (3,123,479) Investing Activities
Interest received 41,822 41,822 83,644
Net cash provided by investing activities 41,822 41,822 83,644 Net Increase/(Decrease) in Cash 2,142,090 558,038 2,700,128 Cash
Beginning of year 289,860 1,617,812 1,907,672
End of year $ 2,431,950 2,175,850 $ 4,607,800 $
Cash Flows from Operating Activities
Operating income (loss) 573,197 $ 221,271 $ 794,468 $
Adjustments to reconcile operating income (loss)
to net cash provided (used) by operating activities:

Depreciation expense 389,290 341,067 730,357
(Increase) Decrease in Accounts Receivable, net (13,634) 6,968 (6,666) Increase (Decrease) in Accounts Payable,
Accrued Liabilities and Deposits 220,365 (3,800) 216,565 Net Cash Provided by Operating Activities $ 789,671 945,053 $ 1,734,724 $ Business-Type Activities - Enterprise Funds
13 CITY OF SAN JUAN BAUTISTA

NOTES TO THE BASIC FINANCIAL STATEMENTS
YEAR ENDED JUNE 30, 2024
Note 1 – Summary of Significant Accounting Policies
The financial statements of the City of San Juan Bautista (the City) have been prepared in conformity with Accounting Principles Generally Accepted in the United States of America (GAAP) as applicable to governmental entities. The Governmental Accounting Standards Board (GASB) is the accepted standard setting body for establishing governmental accounting and financial reporting principles.

Reporting Entity
The City of San Juan Bautista, State of California (the "City"), was incorporated in 1869. The City operates under a Council-Manager form of government. The City's major operations include public safety; highways and streets; sewer and water; parks and recreation; building inspection; public improvements; planning and zoning; and general administrative services.

Basis of Presentation – Fund Accounting
Government-Wide Financial Statements – The Government-Wide Financial Statements (the Statement of Net Position and the Statement of Activities and Changes in Net Position) report information of all of the nonfiduciary activities of the primary government. For the most part, eliminations have been made to minimize the double counting of internal activities. These statements distinguish between the governmental and business-type activities of the City. Governmental activities, which normally are supported by taxes and inter-governmental revenues, are reported separately from business-type activities, which rely significantly on fees charged to external parties.

The Statement of Activities and Changes in Net Position presents a comparison between direct expenses and program revenues for each segment of the business-type activities of the City and for each function of the City’s governmental activities. Direct expenses are those that are specifically associated with a program or function and are clearly identifiable to a particular function. Program revenues include 1) charges paid by the recipients of goods or services offered by the programs and 2) grants and contributions that are restricted to meeting the operational or capital requirements of a particular program. Revenues that are not classified as program revenues, including all taxes, are presented as general revenues.

Net Position is restricted when constraints placed on them are either externally imposed or are imposed by constitutional provisions or enabling legislation. Internally imposed designations of resources are not presented as restricted net position. When both restricted and unrestricted resources are available for use, generally, it is the City’s policy to use restricted resources first, then unrestricted resources as they are needed.

Governmental Fund Financial Statements – The Governmental Fund Financial Statements provide information about the City’s funds. Separate statements for each fund category – governmental and proprietary are presented. The emphasis of fund financial statements is on major governmental and enterprise funds, each displayed in a separate column. All remaining governmental funds are separately aggregated and reported as non-major funds.
14 CITY OF SAN JUAN BAUTISTA

NOTES TO THE BASIC FINANCIAL STATEMENTS
YEAR ENDED JUNE 30, 2024
Note 1 – Summary of Significant Accounting Policies (Continued) Proprietary fund operating revenues, such as charges for services, result from exchange transactions associated with the principal activity of the fund. Exchange transactions are those in which each party receives and gives up essentially equal values. Non-operating revenues, such as subsidies and investment earnings, result from non-exchange transactions or ancillary activities.

The City reports the following major governmental fund:

General Fund – The General Fund is the general operating fund of the City. It is used for all financial resources except those required legally, or by sound financial management to be accounted for in another fund. Generally, the General Fund is used to account for those traditional governmental services of the City, such as police and fire protection, planning and general administrative services.

The City reports the following major enterprise funds:

Water Fund – The Water Fund accounts for the operation and maintenance of the City’s water treatment and water transmission and distribution systems.

Sewer Fund – The Sewer Fund accounts for the operation and maintenance of the City’s sewer system.

Basis of Accounting
The Government-Wide and Proprietary Fund Financial Statements are reported using the economic resources measurement focus and the accrual basis of accounting. Revenues are recorded when earned and expenses are recorded at the time liabilities are incurred, regardless of when the related cash flows take place.

Nonexchange transactions, in which the City gives (or receives) value without directly receiving (or giving) equal value in exchange, include property and sales taxes, grants, entitlements and donations. On an accrual basis, revenue from property taxes is recognized in the fiscal year for which the taxes are levied. Revenues from sales tax are recognized when the underlying transactions take place. Revenues from grants, entitlements and donations are recognized in the fiscal year in which all eligible requirements have been satisfied.

Governmental Funds are reported using the current financial resources measurement focus and the modified accrual basis of accounting. Under this method, revenues are recognized when measurable and available.

Property and sales taxes, interest, certain state and federal grants and charges for services are accrued when their receipt occurs within sixty days after the end of the accounting period so as to be both measurable and available. Expenditures are generally recorded when a liability is incurred, as under accrual accounting.

However, debt service expenditures, as well as expenditures related to compensated absences and claims and judgments are recorded only when payment is due. General capital asset acquisitions are reported as expenditures in governmental funds. Proceeds of general long-term debt and capital leases are reported as other financing sources.
15 CITY OF SAN JUAN BAUTISTA

NOTES TO THE BASIC FINANCIAL STATEMENTS
YEAR ENDED JUNE 30, 2024
Note 1 – Summary of Significant Accounting Policies (Continued) Proprietary Funds distinguish operating revenues and expenses from non-operating items. Operating revenues and expenses generally result from providing services and producing and delivering goods in connection with a Proprietary Fund’s principal ongoing operations. Revenues and expenses not meeting this definition are reported as non-operating.

Financial Statement Amounts
Cash and Investments – Cash and investments represent the City's cash bank accounts including but not limited to certificates of deposit, money market funds and cash management pools for reporting purposes in the Statement of Cash Flows. Additionally, investments with maturities of three months or less when purchased are included as cash equivalents in the Statement of Cash Flows.

The City maintains a cash and investment pool that is available for use by all funds. Interest earnings as a result of this pooling are distributed to the appropriate funds based on month end cash balances in each fund.

Accounts Receivable – Billed but unpaid services provided to individuals or non-governmental entities are recorded as accounts receivable. An allowance for doubtful accounts is provided to account for potentially uncollectible amounts.

San Benito County is responsible for the assessment, collection and apportionment of property taxes for all taxing jurisdictions. Property taxes are levied in equal installments on November 1 and February 1. They become delinquent on December 10 and April 10, respectively. The lien date is March 1 of each year.

Property taxes are accounted for in the General Fund. Property tax revenues are recognized when they become measurable and available to finance current liabilities. The City considers property taxes as available if they are collected within 60 days after year end. Property taxes on the unsecured roll are due on the March 1 lien date and become delinquent if unpaid on August 31. However, unsecured property taxes are not susceptible to year end accrual. The County adopted the alternative method of secured property tax apportionment available under the Revenue and Taxation Code of the State (also known as the “Teeter Plan”) whereby secured property taxes were distributed to participating taxing on the basis of the tax levy, including any uncollected amounts at fiscal year-end. The County, as administrator, benefits from future collections of penalties and interest on delinquent taxes. Taxes receivable are recorded as of the date levied. The County is still using the Teeter Plan as of June 30, 2024.

The City is permitted by Article XIIIA of the State of California Constitution (known as Proposition 13) to levy a maximum tax of $1.00 per $100 of full cash value.

Interfund Receivables/Payables – Items classified as interfund receivable/payable represent short-term lending/borrowing transactions between funds. This classification also includes the current portion of an advance to or from another fund.
16 CITY OF SAN JUAN BAUTISTA

NOTES TO THE BASIC FINANCIAL STATEMENTS
YEAR ENDED JUNE 30, 2024
Note 1 – Summary of Significant Accounting Policies (Continued) Leases Receivables –The City recognizes a lease receivable and deferred inflow of resources in the financial statements.

At the commencement of a lease, the City initially measures the lease receivable at the present value of payments expected to be received during the lease term. Subsequently, the lease receivable is reduced by the principal portion of lease payments received. The deferred inflow of resources is initially measured as the initial amount of the lease receivable, adjusted for lease payments received at or before the lease commencement date. Subsequently, the deferred inflow of resources is amortized over the life of the lease term.

Key estimates and judgments related to leases include how the City determines (1) the discount rate it uses to discount the expected lease receipts to present value, (2) lease term, and (3) lease receipts.  The City uses the interest rate charged by the lessees as the discount rate. When the interest rate charged by the lessees is not provided, the City generally uses the implied rate of return as the discount rate for the leases. When the implied rate of return has not been determined, the City uses its estimated incremental borrowing rate which it has determined is the prime rate at the inception of the lease.
 The lease term includes the noncancellable period of the lease. Lease receipts included in the measurement of the lease receivable are composed of fixed payments from the lessees.

The City monitors changes in circumstances that would require a remeasurement of its lease and will remeasure the lease receivable and deferred inflow of resources if certain changes occur that are expected to significantly affect the amount of the lease receivable.

Capital Assets – Capital outlays are recorded as expenditures of the General and Special Revenue Funds and as assets in the Government-Wide Financial Statements to the extent the City’s capitalization threshold is met.

Capital assets, which include property, plant, equipment, and infrastructure assets (e.g., roads, bridges, sidewalks, and similar items), are reported in the applicable governmental or business-type activities columns in the Government-Wide Financial Statements. Capital assets are defined by the government as assets with an initial, individual cost of more than $1,000 and an estimated useful life in excess of one year. Such assets are recorded at historical cost or estimated historical cost if purchased or constructed. Donated capital assets are recorded at estimated fair market value at the date of donation.

The costs of normal maintenance and repairs that do not add to the value of the asset or materially extend assets lives are not capitalized. Betterments and major improvements which significantly increase values, change capacities or extend useful lives are capitalized. Upon sale or retirement of fixed assets, the cost and related accumulated depreciation are removed from the respective accounts and any resulting gain or loss is included in the results of operations.

Major outlays for capital assets and improvements are capitalized as projects are constructed. Interest incurred during the construction phase of capital assets of business-type activities are included as part of the capitalized value of the assets constructed.
17 CITY OF SAN JUAN BAUTISTA

NOTES TO THE BASIC FINANCIAL STATEMENTS
YEAR ENDED JUNE 30, 2024
Note 1 – Summary of Significant Accounting Policies (Continued) Property, plant, and equipment of the primary government, as well as the component units, are depreciated using the straight-line method over the following estimated useful lives:

Years
Buildings, structures and improvements 40
Infrastructure 40
Equipment 5 - 10
Deferred Outflow/Inflows of Resources – In addition to assets, liabilities and net position, the statement of net position reports separate sections for deferred outflows of resources and deferred inflows of resources.

Deferred outflows of resources represent a consumption of resources that applies to a future period(s) and will not be recognized as an outflow of resources (expense) until then. Conversely, deferred inflows of resources represent an acquisition of resources that applies to a future period(s) and will not be recognized as an inflow of resources (revenue) until that time.

Compensated Absences – It is the City's policy to permit all employees to accumulate earned but unused vacation and compensatory time benefits. All vacation pay is accrued when earned in the government-wide and proprietary fund financial statements.

Sick leave can be accumulated, but vesting is limited and will not be paid upon termination. For this reason, the City does not accrue any costs relating to sick leave.

Long-Term Obligations – In the Government-Wide Financial Statements, and Proprietary Fund types in the fund financial statements, long-term debt and other long-term obligations are reported as liabilities in the applicable governmental activities, business-type activities, or Proprietary Fund Type Statement of Net Position. Debt principal payments of both government and business-type activities are reported as decreases in the balance of the liability on the Statement of Net Position. Bond premiums and discounts are deferred and amortized over the life of the bonds using the effective interest method. Bonds payable are reported net of the applicable bond premium or discount.

In the fund financial statements, however, debt principal payments of Governmental Funds are recognized as expenditures when paid. Governmental Fund types recognize bond premiums and discounts, as well as bond issuance costs, during the current period. The face amount of debt issued is reported as other financing sources. Premiums received on debt issuances are reported as other financing sources while discounts on debt issuances are reported as other financing uses. Issuance costs, whether or not withheld from the actual debt proceeds received, are reported as debt service expenditures.

Non-Current Governmental Assets/Liabilities – GASB Statement No. 34 eliminates the presentation of account groups but provides for these records to be maintained and incorporates the information into the Governmental Activities column in the Government-Wide Statement of Net Position. 18 CITY OF SAN JUAN BAUTISTA

NOTES TO THE BASIC FINANCIAL STATEMENTS
YEAR ENDED JUNE 30, 2024
Note 1 – Summary of Significant Accounting Policies (Continued) Net Position – The government-wide and business-type activities fund financial statements utilize a net position presentation. Net position are categorized as invested capital assets (net of related debt), restricted and unrestricted.
 Net Investment in Capital Assets – This category groups all capital assets, including infrastructure, into one component of net position. Accumulated depreciation and the outstanding balances of debt that are attributable to the acquisition, construction or improvement of these assets reduce the balance in this category.
 Restricted Net Position – This category presents external restrictions on net position imposed by creditors, grantors, contributors or laws or regulations of other governments and restrictions imposed by law through constitutional provisions or enabling legislation.  Unrestricted Net Position – This category represents net position of the City not restricted for any project or other purpose.

Fund Balance – In the fund financial statements, governmental fund balance is made up of the following components:
 Nonspendable fund balance typically includes inventories, prepaid items, long-term portion of loans receivable, nonfinancial assets held for resale and other items that must be maintained intact pursuant to legal or contractual requirements, such as endowments.  Restricted fund balance category includes amounts that can be spent only for specific purposes imposed by creditors, grantors, contributors, or laws or regulations of other governments or through enabling legislations.
 Committed fund balance classification includes amounts that can be used only for the specific purposes determined by a formal action of the City Council. The City Council has the authority to establish, modify, or rescind a fund balance commitment.  Assigned fund balance are amounts designated by the City Council for specific purposes and do not meet the criteria to be classified as restricted or committed.  Unassigned fund balance is the residual classification that includes all spendable amounts in the General Fund not contained in other classifications.

When expenditures are incurred for purposes for which both restricted and unrestricted (committed, assigned, or unassigned) fund balances are available, the City’s policy is to apply restricted first. When expenditures are incurred for purposes for which committed, assigned, or unassigned fund balances are available, the City’s policy is to apply committed fund balance first, then assigned fund balance, and finally unassigned fund balance.
19 CITY OF SAN JUAN BAUTISTA

NOTES TO THE BASIC FINANCIAL STATEMENTS
YEAR ENDED JUNE 30, 2024
Note 1 – Summary of Significant Accounting Policies (Continued) Use of Estimates – The preparation of financial statements in conformity with accounting principles generally accepted in the United States of America requires management to make estimates and assumptions that affect the reported amounts of assets and liabilities and disclosure of contingent assets and liabilities at the date of the financial statements and the reported amounts of revenues and expenditures/expenses during the reporting period. Actual results could differ from those estimates.

Note 2 – Stewardship, Compliance and Accountability
California law authorizes the City to invest in obligations of the United States Treasury, agencies and instrumentalities, certificates of deposit or time deposits in banks and savings and loan associations which are insured by the Federal Deposit Insurance Corporation.

In accordance with applicable sections of the California Government Code and the San Juan Bautista Municipal Code, the City prepares and legally adopts an annual balanced budget on a basis consistent with accounting principles generally accepted in the United States of America. Annual appropriated budgets are adopted for the General Fund, specific Special Revenue Funds, and specific Capital Projects Funds. Budget plans are adopted for Proprietary Funds. A proposed budget is presented to the City Council during June of each year for review. The Council holds public hearings and may add to, subtract from, or change appropriations within the revenues and reserves estimated as available. Expenditures may not legally exceed budgeted appropriations at the fund level. Supplementary appropriations which alter the total expenditures of any fund, or expenditures in excess of total budgeted fund appropriations, must be approved by the City Council.

All annual appropriations lapse at fiscal year end to the extent they have not been expended or encumbered. 20 CITY OF SAN JUAN BAUTISTA

NOTES TO THE BASIC FINANCIAL STATEMENTS
YEAR ENDED JUNE 30, 2024
Note 3 – Cash and Investments
The City pools all of its cash and investments except those funds required to be held by outside fiscal agents under the provisions of bond indentures. Interest income earned on pooled cash is allocated to the various funds on average cash balances. Interest income from cash investments held with fiscal agents is credited directly to the related funds.

Cash and investments as of June 30, 2024 are classified in the accompanying financial statements as follows:

Statement of Net Position:

Cash and Investments 6,730,962 $
Restricted Cash and Investments 449,398
Total Cash and Investments $ 7,180,360
Cash and investments as of June 30, 2024, consist of the following:

Cash on hand $ 200
Deposits with Financial Institutions 3,707,214
Local Agency Investment Fund 3,023,549
Held by Fiscal Agent:

Money Market Mutual Funds 449,397
Total Cash and Investments $ 7,180,360
Fair Value Measurements
The framework for measuring fair value provides a fair value hierarchy that categorizes the inputs to valuation techniques used to measure fair value into three levels. The fair value hierarchy gives the highest priority to unadjusted quoted prices in active markets for identical assets or liabilities (Level 1) and lowest priority to unobservable inputs (Level 3). The three levels of the fair value hierarchy are described as follows:

Level 1: Inputs to the valuation methodology are quoted prices (unadjusted) for identical assets or liabilities in active markets that a government can access at the measurement date.

Level 2: Inputs to valuation methodology include inputs – other than quoted prices included within Level 1 – that are observable for an asset or liability, either directly or indirectly.

Level 3: Inputs to the valuation methodology are unobservable and significant to the fair value measurement.
21 CITY OF SAN JUAN BAUTISTA

NOTES TO THE BASIC FINANCIAL STATEMENTS
YEAR ENDED JUNE 30, 2024
Note 3 – Cash and Investments (Continued)
Fair Value Measurements (continued)
The asset’s or liability’s fair value measurement level within a fair value hierarchy is based on the lowest level of any input that is significant to the fair value measurement. Valuation techniques used need to maximize the use of observable inputs and minimize the use of unobservable inputs.

Following is a description of the valuation methodologies used for assets measured at fair value.

LAIF is valued based on the City’s pro-rata share of the fair value provided by LAIF for the entire LAIF portfolio (Level 2 input).

The City had the following recurring fair value measurements as of June 30, 2024:

Level 1 Level 2 Level 3
June 30, 2024
Balance
Investments by fair value level:

Equity Securities:

LAIF - $ 3,023,549 $ - $ 3,023,549 $
Total Equity Securities - 3,023,549 - 3,023,549
Investments carried at amortized cost:

Bank Deposits and Cash on Hand 3,707,414
Money Market Mutual Funds 449,397
Total Investments amortized at cost 4,156,811
Total Investments $ 7,180,360
Investments Authorized by the California Government Code and the City’s Investment Policy The table below identifies the investment types that are authorized for the City by the California Government Code (or the City’s investment policy, where more restrictive). The table also identifies certain provisions of the California Government Code (or the City’s investment policy, where more restrictive) that address interest rate risk, credit risk, and concentration of credit risk. The City’s investment policy does not contain any specific provisions intended to limit the City’s exposure to interest rate risk, credit risk, and concentration of credit risk. This table does not address investments of debt proceeds held by bond trustee that are governed by the provisions of debt agreements of the City, rather than the general provisions of the California Government Code or the City’s investment policy. 22 CITY OF SAN JUAN BAUTISTA

NOTES TO THE BASIC FINANCIAL STATEMENTS
YEAR ENDED JUNE 30, 2024
Note 3 – Cash and Investments (Continued)
Minimum Maximum Maximum
Maximum Credit Percentage Investment
Maturity Quality of Portfolio In One Issuer
U.S. Treasury Obligations 5 years None None None
U.S. Agency Securities 5 years None None None
Banker's Acceptances 180 days None 20% 10% or $5 million Commercial Paper 180 days A 15% 10%
Negotiable Certificates of Deposit 2 years None 30% None Medium-Term Notes 5 years AA 20% 10%
Money Market Mutual Funds N/A AAA 20% 10%
Repurchase Agreements 1 year None None None
Time Deposits 2 years None 10% None
County Pooled Investment Funds N/A N/A None None
Local Agency Investment Fund (LAIF) N/A None $40 million None Authorized Investment Type
Disclosures Relating to Interest Rate Risk
Interest rate risk is the risk that changes in market interest rates will adversely affect the fair value of an investment. Generally, the longer the maturity of an investment, the greater the sensitivity of its fair value to changes in market interest rates. As of June 30, 2024, the City had the following investments:

Amount Maturity Date
Local Agency Investment Fund $ 3,023,549 N/A
Held by Fiscal Agent:

Money Market Mutual Funds 449,397 N/A
Total $ 3,472,946
Investment Type
Disclosures Relating to Credit Risk
Generally, credit risk is the risk that an issuer of an investment will not fulfill its obligation to the holder of the investment. This is measured by the assignment of a rating by a nationally recognized statistical rating organization. Presented below is the minimum rating required by (where applicable) the California Government Code, the City’s investment policy, or debt agreements, and the actual rating as of year-end for each investment type.
23 CITY OF SAN JUAN BAUTISTA

NOTES TO THE BASIC FINANCIAL STATEMENTS
YEAR ENDED JUNE 30, 2024
Note 3 – Cash and Investments (Continued)
Disclosures Relating to Credit Risk (continued)
Minimum Rating as of Year End
Legal Not
Amount Rating Rated
Local Agency Investment Fund $ N/A 3,023,549 3,023,549 $ Held by Fiscal Agent:

Money Market Mutual Funds 449,397 N/A 449,397
Total $ 3,472,946 3,472,946 $
Investment Type
Concentration of Credit Risk
The investment policy of the City contains no limitations on the amount that can be invested in any one issuer beyond that stipulated by the California Government Code. At times, the City's bank accounts may exceed federally insured limits. The City has not experienced any losses in such accounts and believes it is not exposed to any significant credit risk on its cash and cash equivalents.

Custodial Credit Risk
Custodial credit risk for deposits is the risk that, in the event of the failure of a depository financial institution, a government will not be able to recover its deposits or will not be able to recover collateral securities that are in the possession of an outside party. The California Government Code and the City’s investment policy do not contain legal or policy requirements that would limit the exposure to custodial credit risk for deposits, other than the following provision for deposits: The California Government Code requires that a financial institution secure deposits made by state or local governmental units by pledging securities in an undivided collateral pool held by a depository regulated under state law (unless so waived by the governmental unit).

The market value of the pledged securities in the collateral pool must equal at least 110% of the total amount deposited by the public agencies. As of June 30, 2024, the carrying amount of the City’s bank deposits was $3,707,211, and the respective bank balances totaled $5,938,930, of the total bank balance. Of the bank balances, only $250,000 is insured through the Federal Depository Insurance Company. The remaining balance is to be collateralized by the bank.

The custodial risk for investments is the risk that, in the event of the failure of the counterparty to a transaction, a government will not be able to recover the value of its investment or collateral securities that are in the possession of another party. The California Government Code and the City’s investment policy do not contain legal or policy requirements that would limit the exposure to custodial credit risk for investments.

With respect to investments, custodial credit risk generally applies only to direct investments in marketable securities. Custodial credit risk does not apply to a local government’s indirect investment in securities through the use of mutual funds or government investment pools (such as LAIF). 24 CITY OF SAN JUAN BAUTISTA

NOTES TO THE BASIC FINANCIAL STATEMENTS
YEAR ENDED JUNE 30, 2024
Note 3 – Cash and Investments (Continued)
Investment in State Investment Pool
The City is a voluntary participant in the Local Agency Investment Fund (LAIF) that is regulated by the California Government Code under the oversight of the Treasurer of the State of California. The fair value of the City’s investment in this pool is reported in the accompanying financial statements at amounts based upon the City’s pro-rata share of the fair value provided by LAIF for the entire LAIF portfolio (in relation to the amortized cost of that portfolio). The balance available for withdrawal is based on the accounting records maintained by LAIF, which are recorded on an amortized cost basis.

Note 4 – Lease Receivable
American Cell Tower Lease – The City entered into an agreement to lease out a cell tower from February 26, 2002 through February 25, 2032, 2036 for a beginning monthly payment of $1,413.87 with a 3% increase annually. Payment is due montly at .9% interest. At June 30, 2024, the lease receivable balance was $154,527.

The annual payment receipt schedule for principal and interest on all lease receivable at June 30, 2024 were as follows:

Principal Interest Total
2025 19,556 $ 1,310 $ 20,866 $
2026 19,733 1,133 20,866
2027 19,912 955 20,867
2028 20,091 775 20,866
2029 20,273 594 20,867
2030-2032 54,962 682 55,644
$ 5,449 154,527 $ 159,976 $
The related deferred inflows of resources on the right of use on lease revenue will be amortized on a straightline basis over the term of the agreement as follows:
2025 19,793 $
2026 19,793
2027 19,793
2028 19,793
2029 19,793
2030-2032 52,782
$ 151,749
During the year ended June 30, 2024, the City recognized $27,597 in lease revenue and related interest income.
25 CITY OF SAN JUAN BAUTISTA

NOTES TO THE BASIC FINANCIAL STATEMENTS
YEAR ENDED JUNE 30, 2024
Note 5 – Capital Assets
Capital asset activity for the year ended June 30, 2024, was as follows:

Balance Balance
July 1, 2023 Additions Retirements June 30, 2024
Governmental Activities
Capital assets, not being depreciated
Land 22,610 $ - $ - $ 22,610 $
Construction in progress 346,307 184,114 - 530,421
Total capital assets, not being depreciated 346,307 206,724 - 553,031 Capital assets, being depreciated
Buildings and improvements 1,444,442 94,461 - 1,538,903 Infrastructure 5,672,656 - - 5,672,656
Machinery and equipment 6,282 861,373 - 867,655
Total capital assets, being depreciated 100,743 7,978,471 - 8,079,214 Less accumulated depreciation for:

Buildings and improvements (932,316) (57,946) - (990,262) Infrastructure (662,937) (168,983) - (831,920)
Machinery and equipment (27,366) (777,203) - (804,569)
Total accumulated depreciation (254,295) (2,372,456) - (2,626,751) Total capital assets, being depreciated, net (153,552) 5,606,015 - 5,452,463 Governmental activities capital assets, net $ 192,755 5,812,739 $ - $ 6,005,494 $ Business-Type Activities
Capital assets, not being depreciated
Land 487,275 $ - $ - $ 487,275 $
Construction in progress 8,802,547 1,301,663 - 10,104,210 Total capital assets, not being depreciated 8,802,547 1,788,938 - 10,591,485 Capital assets, being depreciated
Building 323,861 63,773 - 387,634
Improvements other than buildings 19,884,324 - - 19,884,324 Machinery and equipment - 1,177,191 - 1,177,191
Total capital assets, being depreciated 63,773 21,385,376 - 21,449,149 Less: accumulated depreciation (730,357) (10,318,841) - (11,049,198) Total capital assets, being depreciated, net (666,584) 11,066,535 - 10,399,951 Business-type activities capital assets, net $ 8,135,963 12,855,473 $ - $ 20,991,436 $ 26 CITY OF SAN JUAN BAUTISTA

NOTES TO THE BASIC FINANCIAL STATEMENTS
YEAR ENDED JUNE 30, 2024
Note 5 – Capital Assets (Continued)
Depreciation expense was charged to the following functions in the Statement of Activities:

Governmental Functions:

General Government 23,763 $
Public Works 186,140
Parks and Recreation 22,699
Public Safety 21,693
$ 254,295
Business-Type Functions:

Water 389,290 $
Sewer 341,067
$ 730,357
Note 6 – Long-Term Debt
The City generally incurs long-term debt to finance projects or purchase assets which will have useful lives equal to or greater than the related debt.

In governmental fund types, debt discounts and issuance costs are recognized in the current period. Debt discounts and issuance costs incurred in proprietary funds are deferred and amortized over the term of the debt using the bonds-outstanding method, which approximates the effective interest method. The City’s debt transactions are summarized below and discussed in detail thereafter:

Balance Balance Current
July 1, 2023 Additions Retirements June 30, 2024 Portion Business-Type Activities Long Term Debt
Direct Placement:
2015 Enterprise Revenue Bonds 9,760,000 $ - $ 310,000 $ 9,450,000 $ 325,000 $ Plus Unamortized Premium on Bond - 150,465 7,371 143,094 7,370 Total Business-Type Activities Debt $ - 9,910,465 $ 317,371 $ 9,593,094 $ 332,370 $ Line of Credit $ 4,918,149 - $ - $ 4,918,149 $
Compensated Absences
Government Activities $ 13,769 36,306 $ - $ 50,075 $
27 CITY OF SAN JUAN BAUTISTA

NOTES TO THE BASIC FINANCIAL STATEMENTS
YEAR ENDED JUNE 30, 2024
Note 6 – Long-Term Debt (Continued)
Long-term debt payable at June 30, 2024 was comprised of the following individual issues:
2015 Enterprise Revenue Bonds – In January 2015, the City issued Series 2015 Enterprise Revenue Bonds for the principal amount of $11,640,000. The issuance was to refund the outstanding principal balance of the 2008 Water and Sewer COP and the Pavex Note payable described above. In addition, the proceeds of the sale of the bond were used to provide funding to improve the City’s water system as well as paying the costs of issuance. The reacquistion price exceeded the net carrying amount of the old debt by $1,819,135. The City refunded the above debts to reduce its total debt service over 28 years by $4,125,856 and to obtain an economic gain (difference between the present values of debt service payments on the old and new debt) of $1,947,479. The bonds bear interest ranging from 3.0% to 5.0% and are payable semi-annually commencing April 2016 through October 2043. Debt service is secured by a pledge of net revenues of the City’s Water and Sewer Systems. The City covenants that it shall prescribe, revise and collect such charges for the services and facilites of the water and sewer systems which shall produce revenues sufficient in each fiscal year to provide gross revenues which are sufficient to pay all water and sewer operation and maintenance costs and all bond installment payments and produce net water and sewer revenues equal to at least 1.25 times debt service coming due and payable during such fiscal year. The City is in compliance with those covenants as of June 30, 2024. Cash basis debt service paid during the fiscal year ended June 30, 2024 totaled $661,988.

Total water and sewer system net revenues calculated in accordance with the covenants were $1,608,469 and net revenue available for debt service was 2.43 times debt service at June 30, 2024.

The annual requirement to amortize the principal and interest on long-term debt at June 30, 2024, were as follows:

Years ending June 30, Principal Interest Total
2025 325,000 $ 336,113 $ 661,113 $
2026 345,000 319,363 664,363
2027 365,000 301,613 666,613
2028 375,000 286,863 661,863
2029 390,000 275,388 665,388
2030-2034 2,125,000 1,187,391 3,312,391
2035-2039 2,515,000 804,152 3,319,152
20400-2044 289,500 3,010,000 3,299,500
$ 3,800,383 9,450,000 $ 13,250,383 $
Unamortized premiums 143,094
Net long-term debt $ 9,593,094
28 CITY OF SAN JUAN BAUTISTA

NOTES TO THE BASIC FINANCIAL STATEMENTS
YEAR ENDED JUNE 30, 2024
Note 6 – Long-Term Debt (Continued)
Line of Credit – The City’s financing agreement (the “Financing Agreement”) with First Foundation Public Finance provides for a revolving loan with a maximum borrowing capacity of $14,600,000 dated February 1, 2023 to finance the acquisition and construction of certain capital improvements to the Wastewater Enterprise. The amount outstanding under the Financing Agreement bears a 4.930% interest rate. The Financing Agreement contains other financial and restrictive covenants, including, among others, covenants limiting the City’s ability to incur indebtedness, guarantee obligations, sell assets, make loans, enter into mergers and acquisition transactions and declare or make dividends. Borrowings under the Financing Agreement are collateralized by substantially all the assets of the City. There was approximately $9,681,851 of additional availability as of June 30, 2024.

Note 7 – Deferred Compensation Plan
On October 1, 1999, the City established a deferred compensation plan for its employees which provides them an opportunity to save for retirement. The plan meets the requirements of Internal Revenue Code Section 457. Under the plan, employees make tax deferred contributions up to the limits established by the Internal Revenue Service. The contributions made to the plan may be withdrawn only upon retirement seperation from service, death or unforseeable emergency. Employees are 100% vested in their contributions from the first date of participation. The plan provides for varying matching contributions.

The plan is administered by the City. The participants are offered a choice of investment options and make their own investment decisions. The City has fiduciary obligation for due care in the administration of the plan, but is not responsible for the investments or performance results of the investment products offered under the plan, therefore, the City is not required to report these funds on the City’s financial statements.

Note 8 – Risk Management
The City of San Juan Bautista is insured under the Public Agency Risk Sharing Authority of California (PARSAC) liability program. Protection is afforded for “bodily injury, property damage, personal injury and public officials’ errors and omissions, subject to certain limitations”.

Limit of protection – $995,000 ultimate net loss as the result of any occurrence because of bodily injury, property damage, personal injury or public officials’ errors and omissions or any combination therof in excess of the retained limit.

Retained limit – $5,000 ultimate net loss as the result of any occurrence because of bodily injury, property damage, personal injury or public officials’ errors and omissions or any combination thereof.

Complete audited financial statements for PARSAC can be obtained from PARSAC’s office at 1525 Response Road, Suite One, Sacramento, CA 95815.
29 CITY OF SAN JUAN BAUTISTA

NOTES TO THE BASIC FINANCIAL STATEMENTS
YEAR ENDED JUNE 30, 2024
Note 9 – Due From/Due to Other Funds and Advance To/Advance From Other Funds Interfund receivables and payables consist of short-term loans resulting from regular transactions. These loans are expected to be repaid as soon as the borrowing fund has cash, and carry an interest rate equal to the rate earned on pooled cash. Individual fund interfund receivables and payables balances as of June 30, 2024 are as follows:

Due From Due To
Major Governmental Funds:

General Fund 84,214 $ - $
Nonmajor Governmental Funds:

Cops Grant Fund - 84,214
$ 84,214 84,214 $
In August 2016 the City formalized an advance agreement between the City’s General Fund and the Water and Sewer Funds for the amount of $1,895,844. The amount is payable by the Water and Sewer Funds to the General Fund over a period of 29 years at an interest rate of 1.5 percent payable in annual payments of $81,102.

Advances from and to balances as of June 30, 2024, are as follows:

Advance To Advance From
Major Governmental Funds:

General Fund 1,451,735 $ - $
Proprietary Funds:

Water Fund - 798,454
Sewer Fund - 653,281
$ 1,451,735 1,451,735 $
30 CITY OF SAN JUAN BAUTISTA

NOTES TO THE BASIC FINANCIAL STATEMENTS
YEAR ENDED JUNE 30, 2024
Note 10 – Interfund Transfers
With the City Council approval, resources may be transferred from one City fund to another. The purpose of the majority of transfers is to reimburse a fund that has made expenditures on behalf of another fund.

Transfers within fund types have been eliminated with the government-wide financial statements. Transfers in and out for the year ended June 30, 2024 consisted of the following:

Transfers In Transfers Out
Major Governmental Funds:

General Fund 322,664 $ - $
Nonmajor Governmental Funds:

COPS Grant - 166,583
Maintenance Districts Fund - 10,440
Impact Fees Fund - 145,641
$ 322,664 322,664 $
Note 11 – Deferred Outflows/Inflows of Resources
In addition to assets, the statement of financial position will sometimes report a separate section for deferred outflows or resources. This separate financial statement element, deferred outflows of resources, represents a consumption of net position or fund balance that applies to a future period(s) and thus, will not be recognized as an outflow of resources (expense/expenditure) until then. The City reports deferred outflows of $693,529 in the Water Fund and $567,433 in the Sewer Fund for deferred charges from debt retirement relate to the defeasance costs of the City’s 2008 Water and Sewer Certificates of Participation. The balance is being amortized over a twenty-eight-year period.

In addition to liabilities, the statement of financial position will sometimes report a separate section for deferred inflows of resources. This separate financial statement element, deferred inflows of resources, represent an acquisition of net position or fund balance that applies to a future period(s) and so will not be recognized as an inflow of resources (revenue) until that time. The City reports $151,749 in deferred inflows related to lease receivable in the General Fund, see Note 4 for more information. 31 CITY OF SAN JUAN BAUTISTA

NOTES TO THE BASIC FINANCIAL STATEMENTS
YEAR ENDED JUNE 30, 2024
Note 12 – Stewardship, Compliance and Accountability
Excess of expenditures over appropriations – The following funds incurred expenditures in excess of appropriations in the following amounts for the year ended June 30, 2024:

General Fund:

Current
Public works $ ( 47,318)
Public safety $ ( 158,489)
Community development $ (397,028)

The excess expenditures were covered by excess revenues during the fiscal year.

Note 13 – Subsequent Events
The City evaluated subsequent events for recognition and disclosure through January 13, 2025, the date which these financial statements were available to be issued. Management concluded that no material subsequent events have occurred since June 30, 2024, that required recognition or disclosure in such financial statements.

REQUIRED SUPPLEMENTARY INFORMATION
32 CITY OF SAN JUAN BAUTISTA

BUDGETARY COMPARISON SCHEDULE

GENERAL FUND
YEAR ENDED JUNE 30, 2024
Variance with
Final Budget
Budgeted Amounts Actual Positive/
Original Final Amounts (Negative)
Revenue
Taxes 2,050,000 $ 2,050,000 $ 2,088,383 $ 38,383 $
Intergovernmental - - 615,922 615,922
Charges for services 419,564 419,564 56,823 (362,741)
Licenses, permits and impact fees 25,450 25,450 74,459 49,009 Fines and forfeitures 3,500 3,500 195 (3,305)
Interest and rent 179,500 179,500 193,171 13,671
Total revenue 2,678,014 2,678,014 3,042,951 364,937
Expenditures
Current
General government 1,271,900 1,271,900 970,716 301,184
Public works 415,627 415,627 462,945 (47,318)
Parks and recreation 146,973 146,973 143,647 3,326
Public safety 899,344 899,344 1,057,833 (158,489)
Community development 619,036 619,036 1,016,064 (397,028) Capital outlay 2,293,145 2,293,145 447,050 1,846,095
Total expenditures 5,646,025 5,646,025 4,098,255 1,547,770 Revenue over (under) expenditures (2,968,011) (2,968,011) (1,055,304) 1,912,707 Other Financing Sources
Lease revenue 27,597 24,000 27,597 3,597
Transfers in (out) - net 322,664 322,664 322,664 -
Net Change in Fund Balance $ (2,621,347) (2,617,750) $ (705,043) $ 1,912,707 Fund Balance
Beginning of year 3,493,757
End of year $ 2,788,714

SUPPLEMENTAL ONLY INFORMATION
33 CITY OF SAN JUAN BAUTISTACOMBINING BALANCE SHEET NON-MAJOR GOVERNMENTAL FUNDS JUNE 30, 2024 Public Roads &
COPS Parking Gas Tax Restrooms
Grant Fund Fund Fund
ASSETS
Cash and investments - $ 17,447 $ 82,400 $ 189,617 $
Due from other governmental agencies - 84,214 14,678 -
Total assets $ 17,447 84,214 $ 97,078 $ 189,617 $
LIABILITIES AND FUND BALANCELiabilities
Accounts payable and accrued expense - $ - $ 2,062 $ - $ Due to other funds - 84,214 - -
Total liabilities - 84,214 2,062 -
Fund Balance
Restricted
Public safety - - - -
Capital improvement projects - 17,447 - 189,617
Circulation improvements - - 95,016 -
Lighting and landscape maintenance - - - -
Community development - - - -
Total fund balance - 17,447 95,016 189,617
Total liabilities and fund balance 84,214 $ 17,447 $ 97,078 $ 189,617 $ Special Revenue Funds
34 CITY OF SAN JUAN BAUTISTACOMBINING BALANCE SHEET NON-MAJOR GOVERNMENTAL FUNDS JUNE 30, 2024 Local Inclusion Non-major
Maintenance Housing Impact Governmental
Districts Fund Fees Funds
ASSETS
Cash and investments 69,333 $ 75,999 $ 779,642 $ 1,214,438 $ Due from other governmental agencies - 1,244 - 100,136
Total assets $ 75,999 70,577 $ 779,642 $ 1,314,574 $
LIABILITIES AND FUND BALANCELiabilities
Accounts payable and accrued expense 3,981 $ - $ - $ 6,043 $ Due to other funds - - - 84,214
Total liabilities - 3,981 - 90,257
Fund Balance
Restricted
Public safety - - 161,222 161,222
Capital improvement projects - - 524,584 731,648
Circulation improvements - - 93,836 188,852
Lighting and landscape maintenance 66,596 - - 66,596
Community development 75,999 - - 75,999
Total fund balance 66,596 75,999 779,642 1,224,317
Total liabilities and fund balance 70,577 $ 75,999 $ 779,642 $ 1,314,574 $ Special Revenue Funds
35 CITY OF SAN JUAN BAUTISTA COMBINING STATEMENT OF REVENUE, EXPENDITURES AND CHANGES IN FUND BALANCE NON-MAJOR GOVERNMENTAL FUNDS YEAR ENDED JUNE 30, 2024 Public Roads &
Parking Gas Tax Restrooms
COPS Grant Fund Fund Fund
Revenue
Taxes - $ - $ 115,967 $ 32,595 $
Intergovernmental - 166,583 - -
Total revenue - 166,583 115,967 32,595
Expenditures
Current
Public works - - 20,951 -
Total expenditures - - 20,951 -
Revenue over (under) expenditures 166,583 - 95,016 32,595 Other financing sources/(uses)
Operating transfers in/(out) - (166,583) - -
(166,583) - - -
Change in Fund Balance - - 95,016 32,595
Fund Balance
Beginning of year - 17,447 - 157,022
End of year - $ 17,447 $ 95,016 $ 189,617 $
Special Revenue Funds
36 CITY OF SAN JUAN BAUTISTA COMBINING STATEMENT OF REVENUE, EXPENDITURES AND CHANGES IN FUND BALANCE NON-MAJOR GOVERNMENTAL FUNDS YEAR ENDED JUNE 30, 2024 Local Inclusion Non-major
Maintenance Housing Impact Governmental
Districts Fund Fees Funds
Revenue
Taxes 114,516 $ - $ - $ 263,078 $
Intergovernmental 75,999 - - 242,582
Total revenue 75,999 114,516 - 505,660
Expenditures
Current
Public works - 110,221 - 131,172Total expenditures - 110,221 - 131,172 Revenue over (under) expenditures 4,295 75,999 - 374,488 Other financing sources/(uses)
Operating transfers in/(out) - (10,440) (145,641) (322,664) (10,440) - (145,641) (322,664)
Change in Fund Balance 75,999 (6,145) (145,641) 51,824
Fund Balance
Beginning of year 72,741 - 925,283 1,172,493
End of year 66,596 $ 75,999 $ 779,642 $ 1,224,317 $
Special Revenue Funds
901 “N” STREET, SUITE 104 FIREBAUGH, CALIFORNIA 93622 PHONE 559.659.3045 FAX 559.659.0615 BRYANT L. JOLLEY
CERTIFIED PUBLIC ACCOUNTANTS Bryant L. Jolley C.P.A.

Ryan P. Jolley C.P.A.

Darryl L. Smith C.P.A.

Luis A. Perez C.P.A.

Lan T. Kimoto

INDEPENDENT AUDITOR’S REPORT ON INTERNAL CONTROL

OVER FINANCIAL REPORTING AND ON COMPLIANCE AND OTHER

MATTERS BASED ON AN AUDIT OF FINANCIAL STATEMENTS

PERFORMED IN ACCORDANCE WITH GOVERNMENT AUDITING STANDARDS To the Honorable Mayor and City Council
City of San Juan Bautista, California
We have audited, in accordance with the auditing standards generally accepted in the United States of America and the standards applicable to financial audits contained in Government Auditing Standards issued by the Comptroller General of the United States, the financial statements of the governmental activities, the businesstype activities, each major fund, and the aggregate remaining fund information of City of San Juan Bautista (the “City”), California, as of and for the year ended June 30, 2024, and the related notes to the financial statements, which collectively comprise City’s basic financial statements, and have issued our report thereon dated January 13, 2025.

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

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

Our consideration of internal control was for the limited purpose described in the first paragraph of this section and was not designed to identify all deficiencies in internal control that might be material weaknesses or, significant deficiencies. Given these limitations, during our audit we did not identify any deficiencies in internal control that we consider to be material weaknesses. However, material weaknesses or significant deficiencies may exist that were not identified.
38 Report on Compliance and Other Matters
As part of obtaining reasonable assurance about whether the City’s financial statements are free from material misstatement, we performed tests of its compliance with certain provisions of laws, regulations, contracts, and grant agreements, noncompliance with which could have a direct and material effect on the financial statements.

However, providing an opinion on compliance with those provisions was not an objective of our audit, and accordingly, we do not express such an opinion. The results of our tests disclosed no instances of noncompliance or other matters that are required to be reported under Government Auditing Standards.

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

January 13, 2025
901 “N” STREET, SUITE 104 FIREBAUGH, CALIFORNIA 93622 PHONE 559.659.3045 FAX 559.659.0615 BRYANT L. JOLLEY
CERTIFIED PUBLIC ACCOUNTANTS Bryant L. Jolley C.P.A.

Ryan P. Jolley C.P.A.

Darryl L. Smith C.P.A.

Luis A. Perez C.P.A.

Lan T. Kimoto
INDEPENDENT AUDITOR’S REPORT ON COMPLIANCE FOR

EACH MAJOR PROGRAM AND ON INTERNAL CONTROL OVER COMPLIANCE

REQUIRED BY THE UNIFORM GUIDANCE
To the Honorable Mayor and City Council
City of San Juan Bautista, California
Report on Compliance for Each Major Federal Program
Opinion on Each Major Federal Program
We have audited City of San Juan Bautista (the “City”), California’s compliance with the types of compliance requirements identified as subject to audit in the OMB Compliance Supplement that could have a direct and material effect on each of the City’s major federal programs for the year ended June 30, 2024. The City’s major federal programs are identified in the summary of auditor’s results section of the accompanying schedule of findings and questioned costs.

In our opinion, the City complied, in all material respects, with the types of compliance requirements referred to above that could have a direct and material effect on each of its major federal programs for the year ended June 30, 2024.

Basis for Opinion on Each Major Federal Program
We conducted our audit of compliance in accordance with auditing standards generally accepted in the United States of America; the standards applicable to financial audits contained in Government Auditing Standards, issued by the Comptroller General of the United States; and the audit requirements of Title 2 U.S. Code of Federal Regulations Part 200, Uniform Administrative Requirements, Cost Principles, and Audit Requirements for Federal Awards (Uniform Guidance). Our responsibilities under those standards and the Uniform Guidance are further described in the Auditor’s Responsibilities for the Audit of Compliance section of our report.

We are required to be independent of the City and to meet our other ethical responsibilities, in accordance with relevant ethical requirements relating to our audit. We believe that the audit evidence we have obtained is sufficient and appropriate to provide a basis for our opinion on compliance for each major federal program.

Our audit does not provide a legal determination of the City’s compliance with the compliance requirements referred to above.

Responsibilities of Management for Compliance
Management is responsible for compliance with the requirements referred to above and for the design, implementation, and maintenance of effective internal control over compliance with the requirements of laws, statutes, regulations, rules, and provisions of contracts or grant agreements applicable to the City’s federal programs.
40 Auditor’s Responsibilities for the Audit of Compliance Our objectives are to obtain reasonable assurance about whether material noncompliance with the compliance requirements referred to above occurred, whether due to fraud or error, and express an opinion on the City’s compliance based on our audit. Reasonable assurance is a high level of assurance but is not absolute assurance and therefore is not a guarantee that an audit conducted in accordance with generally accepted auditing standards, Government Auditing Standards, and the Uniform Guidance will always detect material noncompliance when it exists. The risk of not detecting material noncompliance resulting from fraud is higher than for that resulting from error, as fraud may involve collusion, forgery, intentional omissions, misrepresentations, or the override of internal control. Noncompliance with the compliance requirements referred to above is considered material if there is a substantial likelihood that, individually or in the aggregate, it would influence the judgment made by a reasonable user of the report on compliance about the City’s compliance with the requirements of each major federal program as a whole.

In performing an audit in accordance with generally accepted auditing standards, Government Auditing Standards, and the Uniform Guidance, we:
 Exercise professional judgment and maintain professional skepticism throughout the audit.  Identify and assess the risks of material noncompliance, whether due to fraud or error, and design and perform audit procedures responsive to those risks. Such procedures include examining, on a test basis, evidence regarding the City’s compliance with the compliance requirements referred to above and performing such other procedures as we considered necessary in the circumstances.  Obtain an understanding of the City’s internal control over compliance relevant to the audit in order to design audit procedures that are appropriate in the circumstances and to test and report on internal control over compliance in accordance with the Uniform Guidance, but not for the purpose of expressing an opinion on the effectiveness of the City’s internal control over compliance. Accordingly, no such opinion is expressed.

We are required to communicate with those charged with governance regarding, among other matters, the planned scope and timing of the audit and any significant deficiencies and material weaknesses in internal control over compliance that we identified during the audit.

Report on Internal Control over Compliance
A deficiency in internal control over compliance exists when the design or operation of a control over compliance does not allow management or employees, in the normal course of performing their assigned functions, to prevent, or detect and correct, noncompliance with a type of compliance requirement of a federal program on a timely basis. A material weakness in internal control over compliance is a deficiency, or a combination of deficiencies, in internal control over compliance, such that there is a reasonable possibility that material noncompliance with a type of compliance requirement of a federal program will not be prevented, or detected and corrected, on a timely basis. A significant deficiency in internal control over compliance is a deficiency, or a combination of deficiencies, in internal control over compliance with a type of compliance requirement of a federal program that is less severe than a material weakness in internal control over compliance, yet important enough to merit attention by those charged with governance. 41 Our consideration of internal control over compliance was for the limited purpose described in the Auditor’s Responsibilities for the Audit of Compliance section above and was not designed to identify all deficiencies in internal control over compliance that might be material weaknesses or significant deficiencies in internal control over compliance. Given these limitations, during our audit we did not identify any deficiencies in internal control over compliance that we consider to be material weaknesses, as defined above. However, material weaknesses or significant deficiencies in internal control over compliance may exist that were not identified.

Our audit was not designed for the purpose of expressing an opinion on the effectiveness of internal control over compliance. Accordingly, no such opinion is expressed.

The purpose of this report on internal control over compliance is solely to describe the scope of our testing of internal control over compliance and the results of that testing based on the requirements of the Uniform Guidance. Accordingly, this report is not suitable for any other purpose.

January 13, 2025
42 CITY OF SAN JUAN BAUTISTA

SCHEDULE OF EXPENDITURES OF FEDERAL AWARDS
YEAR ENDED JUNE 30, 2024
Assistance Agency or
Federal Grantor Pass-Through Listing Pass-Through Federal Grantor/Program Title Number Number Expenditures
U.S. Department of Agriculture
Pass through State of California
Water and Waste Disposal Loan Guarantee 10.760 N/A 4,806,552 $ Total U.S. Department of Agriculture 4,806,552
U.S. Environmental Protection Agency
Congressionally Mandated Projects 66.202 CG-98T63001-0 216,957 Total U.S. Environmental Protection Agency 216,957
U.S Department of Transportation
Pass through the County of Monterey
Highway Planning and Construction 20.205 N/A 410,000
Total U.S. Department of Transportation 410,000
43 CITY OF SAN JUAN BAUTISTA

NOTES TO SCHEDULE OF EXPENDITURES OF FEDERAL AWARDS
YEAR ENDED JUNE 30, 2024
Note 1 – Significant Accounting Policies
The accompanying Schedule of Expenditures of Federal Awards (SEFA) presents the activity of all federal award programs of the City of San Juan Bautista, California (the City). Federal awards received directly from federal agencies as well as federal awards passed through other nonfederal agencies, primarily the State of California, are included in the SEFA. The City’s reporting entity is defined in Note 1 to the City’s basic financial statements.

Note 2 – Basis of Accounting
The accompanying SEFA is presented using the modified accrual basis of accounting for grants accounted for in the governmental fund types and the accrual basis of accounting for grants accounted for in the proprietary fund types, as described in Note 1 to the City’s basic financial statements. The information in the SEFA is presented in accordance with the requirements of Title 2 U.S. Code of Federal Regulations (CFR) part 200 Uniform Administrative Requirements, Cost Principles, and Audit Requirements for Federal Awards (Uniform Guidance). Therefore, some amounts presented in, or used in the preparation of, the SEFA may differ from amounts presented in the basic financial statements.

Note 3 – Assistance Listing Numbers
The Assistance Listing Numbers included in the accompanying SEFA were determined based on program name, review of grant contract information, and the Office of Management and Budget’s Catalog of Federal Domestic Assistance.

Note 4 – Relationship to the Financial Statements
Expenditures of federal awards are reported in the City’s basic financial statements as expenditures/expenses in the General Fund, nonmajor special revenue funds, nonmajor capital project funds, and the enterprise funds.

Note 5 – Indirect Cost Rate
The City did not elect to use the 10% de minimus cost rate as covered in 2 CFR §200.414.

44 CITY OF SAN JUAN BAUTISTA

SCHEDULE OF FINDINGS AND QUESTIONED COSTS
YEAR ENDED JUNE 30, 2024
A. Summary of Auditor’s Results
Financial Statements
Type of auditor’s report issued: Unmodified

Internal control over financial reporting:
 Material weaknesses identified? Yes No
 Significant deficiencies identified that are
not considered to be material
weaknesses? Yes None reported
 Non-compliance material to financial
statements noted? Yes No
Federal Awards
Internal control over major programs:
 Material weaknesses identified? Yes No
 Significant deficiencies identified that are
not considered to be material
weaknesses? Yes None reported
Type of auditor’s report issued on compliance
for major programs: Unmodified
Any audit findings disclosed that are required to
be reported in accordance with 2 CFR
200.516(a)? Yes No
Identification of Major Programs
Assistance Listing Number Name of Federal Program or Cluster

10.760 Water and Waste Disposal Loan Guarantee
Dollar threshold used to distinguish
between Type A and Type B programs:
$750,000
Auditee qualified as low-risk auditee? Yes No
45 CITY OF SAN JUAN BAUTISTA

SUMMARY SCHEDULE OF PRIOR AUDIT FINDINGS
YEAR ENDED JUNE 30, 2023
None.

Item No. #3
City Council Meeting
January 21, 2025
Page | 1

CITY OF SAN JUAN BAUTISTA

CITY COUNCIL STAFF REPORT
DATE: JANUARY 21, 2025
DEPARTMENT: ADMINISTRATION
FROM: RICHARD BLUT, SENIOR ADVISOR (REGIONAL

GOVERNMENT SERVICES)
BY: RICHARD BLUT, SENIOR ADVISOR (REGIONAL

GOVERNMENT SERVICES)
TITLE: CITY MANAGER JOB DESCRIPTION AND SALARY SCHEDULE RECOMMENDED MOTION:

It is recommended the Council approve a resolution approving the proposed updated job description of the City Manager attached to this Resolution which describes the current duties; and approve an updated salary, contingent upon approval of the updated job description; and the recommended salary is based on the City’s current financial situation, thus:

RECOMMENDATION:

RGS recommends that the City approve the new version of the City Manager job description based on the findings (see attached draft job description).

RGS recommends setting the updated City Manager salary as follows, contingent upon the approval of the updated job description. The proposed salary is based on the City’s current financial situation.

City Manager
Bottom Step Top Step
Annual $160,000 $180,000
Item No. #3
City Council Meeting
January 21, 2025
Page | 2
EXECUTIVE SUMMARY:

The City of San Juan Bautista (City) engaged Regional Government Services (RGS), to conduct recruitment for the position of City Manager after the current City Manager announced his retirement. The purpose of the study is to develop an updated position description representing the current responsibilities and expectations of the position and to review the current salary to determine if it is appropriate for the updated position description.

METHODOLOGY
The methodology employed in conducting this study was as follows:
• Review of the City Manager job description written in 2006 and City Manager job descriptions. • Interview with the former City Manager Don Reynolds to review the current duties and responsibilities.
• Interview with the City Council at the December 2, 2024, Council meeting to understand the Council’s expectations and desires for the next City Manager. • Analyze the scope and complexity of the responsibilities and tasks performed, and the skills, knowledge, and abilities required.
• Analyze the current salary.
• Develop recommendations based on the analysis of the above information.

BACKGROUND
Currently, the City provides the following services that support the public works, public safety, water, sewer, recreation, library, and law enforcement.

FINDINGS
After review of all documentation and notes from the December 2, 2024, Council meeting RGS determined that the City Manager job description created in 2006, did not adequately describe the breadth and depth of the duties, responsibilities, and expectation for the position based on the current needs of the City.

The analysis shows that the City Manager job description created in 2006 does not adequately describe the duties, responsibilities, and expectations for the organization that is in place today.

Over the past 18 years, the City has expanded its service area and the breadth of services provided.

The breadth of skills required has also increased, including expertise in economic development, project management, code enforcement, financial acuity, wastewater compliance, and capital improvement projects. The Council expects the next City Manager to identify and successfully secure alternative funding sources for capital projects, as well as to create detailed written reports and visual presentations for the Council and the public on a variety of topics, issues, and concerns.

These efforts aim to enhance the quality of information provided, improve transparency, and support effective decision-making.

Item No. #3
City Council Meeting
January 21, 2025
Page | 3
Our analysis also determined that the City Manager will provide policy guidance and program evaluation to the Council; encourage and facilitate the provision of services to City customers; foster cooperative working relationships with intergovernmental and regulatory agencies and various public and private groups; and will pursue appropriate avenues of economic and community development.

RGS conducted a salary survey and review of the base salary for the City Manager position based on the recommended job description. The survey included nine (9) agencies: Del Rey Oaks, Gilroy, Hollister, King City, Marina, Salinas, Seaside, Soledad, and Watsonville. It evaluated salaries for City Manager, Assistant City Manager, and Department Head positions. While the size and scope of work of the cities surveyed vary, these agencies represent the pool of positions and candidates with whom the City will be competing for talent.

The review determined that the current City Manager salary is approximately 35% below the average of the comparator agencies and 18% below the average salary of department heads within those agencies. (Refer to the attached Salary Review Data for details.) FISCAL IMPACT:

ATTACHMENTS:

1. Resolution

2. City Manager Job Description

3. Salary Comparison
Page | 1
RESOLUTION NO. 2025-XX

A RESOLUTION OF THE CITY OF SAN JUAN BAUTISTA TO ADOPT AN UPDATED

DESCRIPTION FOR RESPONSIBILITIES AND EXPECTATIONS AND SALARY

APPROPRIATE TO THE UPDATED DESCRIPTION
WHEREAS, the City of San Juan Bautista’s (City) current City Manager has announced his retirement; and
WHEREAS, the City engaged Regional Government Services (RGS) to conduct recruitment for the position of City Manager and to conduct a study related to such; and WHEREAS, the purpose of the study was to develop an updated position description representing the current responsibilities and expectations of the position and to review the current salary to determine if it is appropriate for the updated position description; and WHEREAS, RGS developed a comprehensive and multi-step methodology to conduct the study, including to review the current City Manager job description from 2006, interviewing former City Manager Don Reynolds to review current duties and responsibilities, interviewing the City Council on December 2, 2024, at a Council meeting to understand expectations of the next City Manager; and
WHEREAS, RGS further analyzed the scope and complexity of the responsibilities and tasks performed, and skills, knowledge, and abilities required; and salary was analyzed; and WHEREAS, the City provides services that support the public works, public safety, water, sewer, recreation, library, and law enforcement; and WHEREAS, after analysis of all data from the aforementioned Council meeting, RGS determined that the 2006 City Manager description did not adequately describe the current City Manager position which involves expanded services of the City and a larger breadth of responsibilities and skills; and
WHEREAS, the Council has expressed an expectation that the next City Manager secure alternative funding for capital projects, and to create detailed reports and presentations for the Council and public on a variety of issues in order to improve transparency and support decisionmaking; and WHEREAS, the City Manager will provide policy guidance and program evaluation to the Council; facilitate the provision of services to City customers; foster cooperative relationships with agencies and groups; and pursue avenues of economic and community development; and
WHEREAS, RGS conducted a salary survey and review of the base salary for theCity Manager position based on the recommended job description and the survey included multiple Page | 2
representative agencies and evaluated salaries for City Manager, Assistant City Manager, and Department Head positions; and
WHEREAS, it was determined the current City Manager salary is lower than the average of the comparator agencies and average salary of department heads within those agencies; WHEREAS, it is recommended the Council approve the proposed updated job description of the City Manager attached to this Resolution which describes the current duties. It is further recommended the City Council adopt an updated salary, contingent upon approval of the updated job description; and the recommended salary is based on the City’s current financial situation, thus:

NOW, THEREFORE, BE IT RESOLVED THAT THE CITY COUNCIL OF THE CITY OF SAN JUAN BAUTISTA NOW HEREBY FINDS: 1. That the recitals in this Resolution and accompanying report are true and correct and are hereby made a part of this Resolution. 2. The Council agrees the proposed job description of the City Manager describes the duties attached to this Resolution and approves the new version of the City Manager job description and approves an updated City Manager salary, contingent upon the approval of the updated job description.

AYES:

NOES:

ABSENT:

ABSTAIN: APPROVED:
______________________________
Leslie Q. Jordan, Mayor
ATTEST:
_________________________________
Elizabeth Soto, City Clerk
Attachments:

January 2025 Class Study Report
City Manager Job Description

CITY MANAGER
POSITION DESCRIPTION January 2025

CITY OF SAN JUAN BAUTISTA

SUMMARY
As the appointed Chief Executive Officer of the City, this position is responsible for planning, directing, managing, and reviewing the activities and operations of the City of San Juan Bautista. The role operates under the policy direction of the City Council in accordance with municipal law, for the benefit of City residents. It involves coordinating City services and activities across various departments and external agencies.

Additionally, it includes providing highly responsible and complex administrative support to the City Council, offering advice with substantial discretion and judgement in analyzing the best approaches for recommendations and decisions. The position also entails performing related duties as assigned.

The City Manager position is “At-will”. The City Manager serves at the pleasure of the City Council and can be terminated at any time without cause.

SUPERVISION RECEIVED AND EXERCISED
The City Manager leads the organization with executive responsibility and directs the organization’s operations through collaboration with executive management, providing strategic guidance to ensure effective City management.

CLASS CHARACTERISTICS
This executive management role entails overseeing, directing, and actively engaging in all aspects of City operations.

EXAMPLES OF ESSENTIAL JOB FUNCTIONS (Illustrative Only) Management reserves the right to add, modify, change, or rescind the work assignments of different positions and to make reasonable accommodations so that qualified employees can perform the essential functions of the job. • Administers the execution of City Council priorities. • Advises City Council on agenda items, issues, programs, and, as requested, on other matters.
• Approves the selection, status change, transfer, and termination of all City personnel.
• Confers with and directs department heads in the formation and implementation of administrative policies and practices.
• Drives efficiency and effectiveness across all City programs and activities. • Coordinates the preparation of a wide variety of reports and presentations for the City Council and outside organizations.
• Develops proposals for action on current and future City needs and recommends long-range plans for City services and programs.
• Directs the development of City Council meeting agendas, attends all City Council meetings, writes/approves staff reports as needed, and provides advice and clarification during Council meetings.
• Directs the development of the City’s operating and capital budgets for approval by the City Council.
• Oversees the implementation of the adopted budget, monitors changes that may impact the City’s budget, and advises the City Council on the City’s financial conditions.
• Participates in professional and community organizations on behalf of the City to maintain good working relationships with outside organizations and key community constituencies.
• Plans and evaluates executive management staff performance, establishes performance requirements and personal development targets, regularly monitors performance, and provides coaching for performance improvement and development.
• Plans, organizes, controls, integrates, and evaluates the work of all City departments to ensure that operations and services comply with the policies and direction set by the City Council and with all applicable laws and regulations. • Provides day-to-day leadership and works with the City’s executive management team to ensure a high-performance, service-oriented work environment consistent with sound management principles.
• Provides leadership and works with the executive management team to develop and retain highly competent, public-service oriented staff through selection, compensation, training, and day-to-day management practices that support the City’s mission, operating plans, and objectives.
• Represents the City to the press and other information media as required. • Represents the City Council in relationships with other government organizations and private agencies.
• Signs documents on behalf of the City as provided for in City code, policy, or whenever authorized by City Council.
• Works closely with City Council, City Attorney, boards, commissions, a variety of public and private organizations, and citizen groups to implement programs and projects that serve the public interest.
• Ensures that high customer services standards are upheld. • Performs other related duties as assigned.

QUALIFICATIONS
Knowledge:
• Administrative principles and practices, including goal setting, program development, implementation, and evaluation, and supervision of staff, either directly or through subordinate levels of supervision.
• Principles, practices, and procedures of public administration in a municipal setting, including the laws and regulations associated with the Brown Act, Public Records Act, Meyers-Milias Brown Act, and Fair Political Practices Commission. • Laws and regulations, principles and practices regarding city management, leadership, budget, finance, public personnel administration, public safety, public works, water and sewer, planning/land use, economic development, and recreation.
• Principles and techniques for working with groups and fostering effective team interaction to ensure teamwork is conducted smoothly.
• Organizational and management practices as applied to the analysis and evaluation of projects, programs, policies, procedures, and operational needs. • Recreational, cultural, age-specific, and social needs of the community. • Technical, legal, financial, and public relations problems associated with the management of municipal government.
• General principles of risk management related to the functions of the assigned area.
• Functions, authority, and responsibilities of an elected City Council. • Funding sources for municipal government services.
• Methods and techniques of developing technical and administrative reports, and business correspondence.
• Techniques for providing a high level of customer service by effectively dealing with the public, vendors, contractors, and City staff.
• Modern equipment and communication tools used for business functions and program, project, and task coordination, including computers and software programs relevant to work performed.

Abilities:
• Establish, maintain, and foster positive, effective working relationships with other government agencies, community partners, organizations connected to the City, and individuals encountered in the course of work.
• Effectively communicate, present complex ideas, facts, and recommendations orally and in writing.
• Establish and maintain effective working relationships with the Mayor, City Council, subordinates, representatives of other agencies, business groups, community groups, and the public.
• Handle citizen complaints and respond to challenging customers. • Plan, organize, and manage the activities of the City under the policy guidance and direction of the City Council.
• Effectively manage the organization and operations.
• Interpret, apply, explain, and ensure compliance with federal, state, and local policies, procedures, laws, and regulations.
• Plan, organize, direct, and coordinate the work of managerial, supervisory, professional, and technical personnel, adeptly delegate authority and responsibility.
• Prepare clear and concise reports, correspondence, policies, procedures, and other written materials.
• Organize and prioritize a variety of projects and multiple tasks in an effective and timely manner; organize own work, set priorities, and meet critical time deadlines. • Use tact, initiative, prudence, and sound judgment within general policy, procedural, and legal guidelines.
• Effectively use computer systems and software applications relevant to work performed, as well as modern business equipment, to perform a variety of tasks. • Communicate clearly and concisely, both orally and in writing, using appropriate English grammar and syntax.

Education and Experience:

Any combination of training and experience that would provide the required knowledge, skills, and abilities is qualifying. A typical way to obtain the required qualifications would be:

Bachelor’s degree from an accredited college or university with major coursework in public administration, business administration, or a related field. Master’s degree is desirable.

Five (5) years of experience in a public agency management position responsible for the formulation and implementation of programs, budgets, and administrative operations.

PHYSICAL DEMANDS
Must possess mobility to work in a standard office setting and use standard office equipment, including a computer; vision to read printed materials and a computer screen; and hearing and speech to communicate in person and over the telephone.

Standing in and walking between work areas is frequently required. Finger dexterity is needed to access, enter, and retrieve data using a computer keyboard or calculator and to operate standard office equipment. Positions in this classification frequently bend, stoop, kneel, and reach to perform assigned duties, as well as push and pull drawers open and closed to retrieve and file information. Employees must possess the ability to lift, carry, push, and pull materials and objects up to 10 pounds.

ENVIRONMENTAL CONDITIONS
Employees work in an office environment with moderate noise levels, controlled temperature conditions, and no direct exposure to hazardous physical substances.

Employees may interact with upset staff and/or public and private representatives in interpreting and enforcing departmental policies and procedures.

WORKING CONDITIONS
May be required to work a varied schedule of hours, which may include evenings, weekends, and holidays.

FLSA STATUS: EXEMPT
PAY GRADE: Per Employment Agreement
Annual Top Top Monthly
San Juan Bautista City Manager $ 180,003.20 $ 15,000.27 Hollister Admin Services Director $199,874.64 $ 16,656.22 Gilroy All Directors $ 272,944.00 $ 22,745.33
Marina All Directors $ 247,644.80 $ 20,637.07
Hollister Community Development/Rec Director $ 196,524.00 $ 16,377.00 Hollister Public Works Director $ 217,213.68 $ 18,101.14 King City PW Director $ 200,310.72 $ 16,692.56
Soledad PW Director $ 179,419.92 $ 14,951.66
Monthly Average $ 17,645.16
Annual Average $ 228,070.20
Annual Top Top Monthly
San Juan Bautista City Manager $ 180,003.20 $ 15,000.27 Del Rey Oaks City Manager $ 180,003.20 $ 15,000.27
Gilroy City Administrator $ 315,250.00 $ 26,270.83
Hollister City Manager $ 258,923.04 $ 21,576.92
King City City Manager $ 219,797.49 $ 18,316.46
Marina City Manager $ 259,417.60 $ 21,618.13
Salinas City Manager $ 299,999.86 $ 24,999.99
Seaside City Manager $ 240,000.00 $ 20,000.00
Soledad City Manager $ 230,000.40 $ 19,166.70
Monthly Average $ 20,216.62
Annual Average $ 228,070.20
Annual Top Top Monthly
San Juan Bautista City Manager $ 180,003.20 $ 15,000.27 Hollister Admin Services Director $199,874.64 $ 16,656.22 Gilroy All Directors $ 272,944.00 $ 22,745.33
Marina All Directors $ 247,644.80 $ 20,637.07
Salinas Assist City Manager $ 249,600.00 $ 20,800.00
Watsonville Assist City Manager $ 221,374.68 $ 18,447.89 Seaside Assist City Manger $ 224,739.84 $ 18,728.32
Hollister Community Development/Rec Director $ 196,524.00 $ 16,377.00 Watsonville Deputy City Manager $ 205,829.04 $ 17,152.42 Hollister Public Works Director $ 217,213.68 $ 18,101.14 King City PW Director $ 200,310.72 $ 16,692.56
Soledad PW Director $ 179,419.92 $ 14,951.66
Monthly Average $ 18,024.16
Annual Average $ 228,070.20
Average Monthly Monthly Difference to SJB % Difference
City Managers Only $ 20,216.62 $ 5,216.35 35%
All Salaries together $ 19,161.96 $ 4,161.69 28%
Department Heads and Assistant City Managers $ 18,024.16 $ 3,023.89 20% Department Heads Only $ 17,645.16 $ 2,644.89 18%
San Juan Bautista City Manager $ 15,000.27
City of San Juan Bautista
City Manager │311 Second Street │ P.O. Box 1420, San Juan Bautista, CA 95045 Phone: (831) 623-4661 ext. 14 │ Fax: (831) 623-4093 │ www.san-juan-bautista.ca.us

CITY MANAGER REPORT
TO: SAN JUAN BAUTISTA CITY COUNCIL
FROM: ASHLEY COLLICK, INTERIM CITY MANAGER
DATE: JANUARY 21, 2025
SUBJECT: JANUARY 2025 CITY MANAGER REPORT
Introduction
Since assuming the role of Interim City Manager on January 6, 2025, my primary focus has been due diligence and addressing key issues from the transition list left by retired City Manager Reynolds. This report summarizes my activities during the initial two weeks and provides an outline of tasks moving forward.

Key Interim City Manager Activities to Date

1. Engagements and Meetings
o One-on-one meetings with City staff to understand their roles, challenges, and priorities. o Meetings with City of Hollister staff, San Benito County Sheriff's Department, and attended the San Benito Business Council Lunch.
o Attendance at the 1/9/25 LAFCO meeting (virtually)
o Met with the finance team to go over the city budget and discussed plans for the midyear review. o Introductory conversations with San Juan Bautista City Council members.

2. Regulatory Compliance Oversight
o Reviewed compliance obligations with the EPA and RWQCB concerning water and wastewater projects.
o Initiated communication with stakeholders regarding upcoming deadlines (e.g., wastewater compliance reports due by January 30, 2025).

3. Economic Development Initiatives
o Attended a San Benito County Business Council meeting to introduce myself and to understand current economic challenges and opportunities in San Benito County. o Reviewed past economic development efforts, including special events and partnerships.

4. Public Safety Coordination
o Met with the Sheriff’s department to better understand law enforcement services. o Met with SJB Fire Advisory Committee members and members of the Council on the status of the fire services contract.
o Planned and coordinated with Council on a date for a town hall to discuss the status of fire services with the community at large.

5. Community Development and Infrastructure
o Familiarized with ongoing infrastructure projects, including the wastewater lift station construction and drinking water pipeline negotiations.
o Reviewed needs for updates to city planning processes, including housing element compliance and zoning code revisions.

Interim City Manager To-Do List: Near-Term Priorities

1. Regulatory Compliance
o Finalize and submit the wastewater compliance report to regulators by the January 30 deadline.
o Continue negotiations with regulators for reasonable chloride limits in wastewater agreements.

2. Economic Development
o Explore revitalization efforts for 3rd Street businesses and assess potential for new Main Street program funding.
o Initiate conversations with key industrial wastewater users (e.g., Taylor Farms) to address compliance costs and commitments.

3. Public Safety
o Support fire district feasibility studies.
o Fire services town hall and continue discussions regarding the fire services contract. o Reestablish the Public Safety Subcommittee to address fire and animal control agreements.

4. Community Development and Historic Preservation
o Complete negotiations for the drinking water pipeline and secure agreements by March 2025.
o Launch fee study with RGS to ensure adequate funding for planning and development services.
o Advance efforts on the Urban Growth Boundary adjustments and LAFCO application.

5. Administrative and Organizational Development
o Oversee the overhaul of employee policies in collaboration with RGS and City Clerk. o Begin exploring options to enhance staff benefits and retirement contributions to improve retention.

Other Department Updates
Public Works Department Key Achievements:
• Water System Maintenance:
o Completed routine monthly water system maintenance, including chlorine residual checks, meter readings, and leak checks.
o Responded to and resolved water shutoff valve issues, notably replacing a damaged valve on San Antonio St.
o Observed a decrease in water usage due to seasonal changes. • Sewer Operations:
o Conducted critical sewer maintenance, including flushing hot spot sewer mains to ensure optimal flow.
o Addressed a significant sewer backup near the Ahwahnee St. lift station, averting potential overflows and mitigating pump damage.
• Buildings and Grounds:
o Reopened the soccer field restrooms after subfloor repairs, ensuring safety and accessibility.
o Responded to storm damage from December 20, including debris cleanup and repairs to damaged facilities.
• Streets and Storm Drains:
o Repaired potholes and roundabout damage caused by a semi-truck. o Supported community events, including the annual holiday parade, featuring the decorated Public Works dump truck as Santa’s vehicle.

Planning Department Updates:
• Current Planning:
o Handled inquiries regarding zoning, permits, and historic property modifications. o Ongoing review of projects, including Cultiva signage and a gas station at The Alameda. • Advance Planning:
o Progressed on zoning code amendments related to historic preservation, ADUs, and food truck vending.
o Collaborated with Rincon Consultants on historic preservation efforts and provided public guidance on historic properties.
• Special Event Permits:
o Transitioned responsibility for special event permits from the Recreation to Planning Department. Began streamlining application processes and revising municipal codes for consistency.
• Tourism and Development Initiatives:
o Engaged with the San Benito County Tourism Improvement District regarding a proposed 2% assessment for overnight stays.
o Continued work on the Fire Hazard Severity Zones mapping initiative Library Department Achievements:
• Books & Materials:
o Successfully concluded California State Library-funded programs by December 31, 2024. o Over 150 California State Parks Passes were circulated, enabling free access to state parks and beaches. Although the program ended, it showcased strong community engagement.
o Continued excellence in cataloging donations, led by Cindy, enhancing library resources. • Outreach Initiatives:
o Weekly ESL classes are thriving, held on Tuesday and Wednesday nights. o Scouts of America transitioned their meetings to Thursdays, utilizing the library for its warmth and spaciousness during winter.
o Study skills lab is on pause while students are on break until mid-January. • Collaboration & Professional Development:
o SPLAMBA group of MOBAC to present a workshop on January 25, attended by local librarians and library staff.
o Free training webinars scheduled for the Library Tech Lead during the first quarter of 2025.

Recreation Department Milestones:
• Community Wellness Programs:
o Seniors Dance for Fitness, in collaboration with The Y, continues to support active aging every Tuesday.
• Special Events:
o Supported Joey’s Toy Drive during Wintertime Flick-tacular, fostering connections to benefit children in need.
o Plans underway to align future events with community preferences after assessing recent attendance trends.
• City Grant Program:
o New grant program materials are scheduled for approval in February, aiming to enhance local project support.
• Lang Street Park Development:
o Partnered with CSUMB students to develop designs, funding strategies, and policies for Lang Street Park. Their contributions significantly accelerated development plans. • Jr. Giants Program:
o Transitioned to an independent league, with equipment transfer coordination and staff training scheduled for January and May.
______________________________________________________________________________ Conclusion
The first two weeks have been a productive period of orientation and groundwork. With a focus on compliance, development, and fiscal responsibility, my intent is to position the city for sustained progress in addressing these priority areas. I look forward to the Council’s input and direction as we move forward.

City of San Juan Bautista
Nov & Dec 2024 Monthly Public Safety Report
Report Created by Public Safety Coordinator Roy Morales 1/01/2025 1
Roy Morales- Public Safety Coordinator
Projects
• Fire District RFP
• Met with Sheriff Taylor to discuss our relationship & current contract • Worked with Ilse to transfer Special Event procedures from Recreations to City Planner
• Attended County Homeless Taskforce
• Discussed special event safety issues with law, fire & companies who provide aerial view
• Requested additional deputies for the 4th of July- (Hollister Rally) • Reviewing street barriers for large scale events on 3rd St.

Report Created by Public Safety Coordinator Roy Morales 04/01/2024 2
Law & Fire monthly summary
NOVEMBER:
• 1 towed vehicle – car blocking fire hydrant
• 1 stolen car from Valero-(S) arrested after
crashing into tree at cemetery
• 2 DUI arrests
• Report written documenting graffiti at library
(crayons)
• 9 traffic citations written for drivers running
stop signs on 2nd St.

DECEMBER
• 5 traffic citations
• No further of note
• Desi worked NYE
NOVEMBER:

Report Created by Public Safety Coordinator Roy Morales 1/01/2025 3
• 1- Fire (outside city limits)
• 18- Medical calls
• 7- Vehicle accidents (1 within city limits)
• 1- Inspection- 106 3rd St.

DECEMBER:
• 1 Fire
• 18 Medical calls
• 6 Vehicle accidents
Code Enforcement Update Nov & Dec
• 16 cases and resolved (building without permits, parking issues, & public rights-of-way.
• 0 stop orders
• No update on nuisance properties discussed in the past who had met compliance deadlines.
• Code Enforcement Officer Soto attended California Enforcement Officers state training in Long Beach, which maintains his certifications.
• Dec- 5 parking violation citations issued
• 6 stop orders
Report Created by Public Safety Coordinator Roy Morales 1/01/2025 4
Speeding issues
• Continues to be an issue
• Speed trailer has been placed in
different locations
• Speed cushions are being discussed
with Fire Marshall
• Deputies continue to increase traffic
related citations
Report Created by Public Safety Coordinator Roy Morales 1/01/2025 5
Re-establish Public Safety
Committee
• Completing staff work to re-establish a Public
Safety Committee.
• Will be completed and presented at next City
Council meeting.

Report Created by Public Safety Coordinator Roy Morales 1/01/2025 6

San Juan Bautista City CouncilJanuary 21, 2025

San Juan Bautista City Council
January 21, 2025