Yorba Linda City Council
January 18, 2022

pfrn
Managed Account Detail of Securities Held For the Month Ending November 30' 2O2l , ,l:

Security Type/ Description
Dated Date/Coupon/ MaturitY CUSIP
S&P Moody's
Par Rating Rating
Trade
Date
Settle
Date
Original
Cost
YTM
at Cost
AccruedInterest
AmoÉized
Cost
Market
Value
Asset-Backed Security
KCOT 2021-2A A3
DID 07/281202L 0.560vo 1I1I712025
CARMX 2021-1 A3
WD 0U2712021 0.340o/o I2lI5/2025
CARMX 2021-2 A3
DTD 04 / 2t | 2021 0.520o/o 021 t7 I 2026
CARMX 2021-3 A3
DTD 07 | 28 | 202L 0.550o/o 06 | 15 / 2026DCENT 2021-A1 A1 D-lD 09 | 27 | 2021 0.580o/o 09 | 15 | 2026
coMET 2021-A3 A3
DTD rll 30 12021 1.040o/o II I 16/ 2Q26
Security Type Sub-Total
Managed Account Sub-Total
Securities Sub-Total
Accrued InterestTotal Investments
50117XAE2
14316N4C3143140AC8
I43L7DAC4
254683CP8
14041NFY2
100,000.00 NR Aaa 0712012L 07/28121 99,996.23 0.56
7s,000.00 AAA NR 0tl20l2r 0Ll27l2t 74,985.18 0.34
160,000.00 AAA NR 04lL3l2L 04l2Ll2r 159,965.s2 0,52
305,000.00 AAA Aaa 07l2U2L 0712812L 304,949.83 0.5s270.000.00 AAA Aaa 09120121 0912712L 269,942'19 0'58355,000.00 AAA NR rllrSl2r LLl30l2L 354,951.08 L.04 4,29O,756.8t 4,29O,L27.56 0,68
48,L35,27L.84 48,63t285.98 0.96

24.89 99,996.53 98,647.27

11.33 74,987.74 74.597.79

36.98 159,969.90 r59,170.7074.56 304,953.38 302.600.2969.60 269.944.26 266,009.7e

10.26 354,951.1 1 3ss,070.r2
L,O43.26 4,290,268.23 4,279,rO8.L6
L27,894.54 48,468,330.46 4849L,254.L9
$4&635'285.98 0.960lo $L27,894.54 $48,468,330.46 i48,491.,254.t9 $!27,a94.54
i48,6t9,148.73
$48,L35,27l-.84
PFM Asset Management LLC Account 97480000 Page 18

pfm
Managed Account Fair Market Value & Analytics For the Month Ending November 30,2O2L CITY OF YORBA LINDA - 9748OOOOSecurity Type/ Description Dated Date/Coupon/ Maturity CUSIP Par Broker
Next Call
Date
Market
Price
Market
Value
Unreal G/L
On Cost
Unreal G/L
Amort Cost
EffectiveDuration
YTM
at Mkt
U.S. Treasury Bond / Note
US TREASURY NOTESDTD 0L/ ts 12020 L.500o/o 0t I 15 / 2023US TREASURY NOTES DTD 0U1512020 I.500o/o 0t115/2023
US TREASURY NOTESDID 02/1512020 L375o/o 02175/2023US TREASURY NOTESDTD 0212912016 L.500o/o 02128/2023US TREASURY NOTESDTD 03/31/20 16 7.500o/o 03 | 3L/2023US TREASURY NOTESDTD 05/ 15/2020 0.125o/o 05 | 15 /2023

US TREASURY NOTES
DTD 06/30/2016 1.37 5o/o 06 130/2023

US TREASURY N/B NOTES
DID 06/3012021 0.I25o/o 06130/2023
US TREASURY NOTESDTD 08/01/2016 L250o/o 07l3I/2023US TREASURY NOTESDTD 09/30/20 16 1.37 so/o 09 I 30 / 2023US TREASURY NOTESDTD 10/31/2016 7.6250/o t013U2023US TREASURY NOTESDlD lt/1512020 0.250o/o lUl5/2023US TREASURY NOTESDTD lL/ 1512020 0.250o/o LI I t5/2023US TREASURY NOTESDID t!30l20l6 2.125o/o 1113012023US TREASURY NOTESDTD 1 1/30/20 16 2.I25o/o It | 30 | 2023

US TREASURY NOTES
DID t2l37l20LÙ 2.6250/o 1213112023

US TREASURY NOTES
DfD 0110312077 2.2s0ok 7213L12023
9728282299728282299128282869T2B2BP79
912828029
9L2B28ZPB
91282853591282CCK5912828592
912828T26
912828T91912B2CAW1912B2CAW1
9L2B2BU579t2828U57
9128285U0
9IZB2BV23
100,000.00
400.000.00
s00,000.00s00,000.00500.000.00
190.000.00
500,000.00
87s,000.00500,000.00500,000.00500,000.00230,000.00500,000.00 455,000.00925,000.00
125.000.00

1.000.000.00
MORGAN-SMERRILLBNP_PARBNP-PARIBARCLAYS
]PM-CHA
MERRiLLDEUTSCH
MERRILLBARCLAYSBNP_PARIHSBCMITSU

CITIGRP

NOMURABNP-PARIBNP-PARI
101.3410t.34101.28r0r.47
101.53

99.63 101.50

99.53 101.33101.58102.08

99.4299.42
103.1 1103.1 1
104.19
703.42
r01,343.7s
405,375.00506,406.25
507,343.75
507,656.25
189,287.50
507,500.00
870,898.44
506,640.60
507,890.60510.390.60
228,670.32
497,109,40
469.t47.68
953,76t.76
730,234.38
1,034,218.80
929.69

3.953.12
(2,42r.88)
7,285.L67,207.03
(s26.9s)
9,765.62
0,845,70)
8,613.26
t2,265.60

7.675.76
(961.32\

97.68 213.30
(2,0s9,s3)
307.62
3,632.86
1,18s.83

4.830.17
2,794.747,322.377,4BB.9L
(s97.7s)

8.455.34
(2,316.70)
7,498.34
t0,034.77

9.1 16.14
(991.19)

40.21 7,429.32
(919.s1)
2,655.64
L9,23r.49

1.111.111.201.241.321.461.561.58

1.651.811.891.951.95t.971.97

2.022.03

0.300.300.310.320.350.380.420.42

0.450.510.530.550.550.s60.s60.60

0.60 PFM Asset Management LLç Account 97480000 Page 19

pfm
Managed Account Fair Market Value & Analytics For the Month Ending November 30,2O2l Security Type/ Description
Dated Date/Coupon/ MaturitY CUSIP Par Broker
Next Call
Date
Market
Price
Market
Value
Unreal G/L
On Cost
Unreal G/L
AmoÉ Cost
EffectiveDuration
YTM
at Mkt
U.S. Treasury Bond / Note

US TREASURY NOTES
DTD 021 15 | 202L 0.125o/o 021 15 / 2024
US TREASURY NOTESDT D 02 I 28 | 20 19 2.37 5o/o 02 | 29 / 2024US TREASURY NOTES DID 03/3U20t7 2.125o/o 0313U2024

US TREASURY NOTES
DTD 05/15/2014 2.500o/o 051 15/2024US TREASURY N/B NOTESDTD 06 | ts | 2027 0.250o/o 06 | 15 / 2024US TREASURY NOTES DTD 07 l3U20Lg L.7Soo/o 07 | 3U 2024

US TREASURY NOTES
DTD 0813t120t7 7.875o/o o8l3I/2024US TREASURY NOTESDTD 09/30/20 19 L500o/o 09 1 30 / 2024US TREASURY NOTESDTD 09/30/2019 1.500o/o 09130/2024US TREASURY NOTESDfD IUL7l20L4 2.250o/o ILlt5l2024US TREASURY NOTES DID 0tl3t/2020 1.375o/o 0L13U2025
US TREASURY NOTESDm 0212912020 1.125o/o 02128/2025US TREASURY NOTES DlD 0713L12020 0.250o/o 0713U2025

US TREASURY NOTES
DTD 11/30/2020 0.375o/o IIl30/2025US TREASURY NOTES
DTD tzl 3t | 2020 0.37 50/o L2l 3L / 2025

US TREASURY NOTES
DID I213U2020 0.375o/o I2l3Il202sUS TREASURY NOTESD-lD 0113712021 0.375o/o 0U3L/2026 91282C8M2
9128286G0
912828W7r
912828WJ591282CCG4
9t2828Y87
9L28282U3
912828YH7
9r2828YH7
912B28G38
9t2828252
9t28282C79r282C 879t282CM49L2B2CBC4
9I282CBC4
91282C8H3
500.000.00

1.000,000.00
250,000.00
1,000,000.00
480,000.00

1.000,000.001.500,000.00
235,000.00
400,000.00
800,000.00
550.000.00

1.000,000.00
55,000,00
500,000.00245,000.00650,000,00650.000.00
JPM_CHA

BNP-PARIBARCLAYSBNP-PARI

JPM-CHA

MERRILLMERRILL
SOCGEN

MERRILL

CTTIGRP

MERRILLBNP-PAR

WELLS-F
HSBC

JPM-CHAJPM-CHA

MERRILL

98.91 103.84103.34
L04.34

98.78 102.66102.95101.92101.92104.13101.50100.66
97,2897.28

97.22 97.2297.09
494,531.25
1,038,437.50
258,3s9.38
7,043,437.50
474,r50.00

1.026,562.50r,544,296.80
239,5t6.42
407,687.52
833,000.00558,250.00

1.006,562.s0
53,s04.69
486,406.25
238,185.94
63r,92r.87
631,109.38
@,slr.72)
2,695.3r
1,621.10
898.44
(3.6s6.25)
17,539.06L4.706.96
ß,277.13)
7,234.39
7,875.00
8,207.03
(7,773.44)
(199.80)
(7,42I.88')
Q,268.t6'l
î2,365.24)
(8.988.28)
(4,763.66)

20.802.97
4,867.t3
2t,507.t2
(3,9s6.s1)
2L,725.r427,982.58
12,21s.85)
7,430.65

77.997.70
8,222.7r
(2,767.37)
(39s.44)
0,7s7.66)(2,432.72)
ft2,787.50)
ftj,494.32\

2.21 2.192.282.402.532.6L

2.682.782.782.883.103.193,653.974.054.05

4.t3

0.62 0.650.680.7L0.730.74

0.790.810.810.840.890.92

1.01t.07r.07
L.071.09
PFM Asset Management LLç Account 97480000 Page 20

pfm
Managed Account Fair Market Value & Analytics For the Month Ending November 30,2O2t CITY OF YORBA LINDA. 9748OOOOSecurity Type/ Description Dated Date/Coupon/ Maturity CUSIP Par Broker
Next Call
Date
Market
Price
Market
Value
Unreal G/L
On Cost
Unreal G/L
Amort Cost
EffectiveDuration
YTM
at Mkt
U.S. Treasury Bond / Note

US TREASURY NOTES
DlD 021 16 I 2016 1.6250/o 02/ 15 I 2026

US TREASURY N/B NOTES
DlD 0313L12021 0.750o/o 0313t/2026
US TREASURY NiB NOTES
DID 0413012021 0.750o/o 04 13012026US TREASURY NOTESDTD 05/16/2016 t.62so/o 05 I L5 / 2026US TREASURY N/B NOTES DTD 0513U202L 0.750ok 0sl3r/2026

US TREASURY N/B NOTES
DID 061 3012021 0.875o/o 06130/2026US TREASURY N/B NOTESDTD ^a 121 11^11 0.6250/o t11 t)^)a Security Type Sub-Total
972828P46
9|2B2CB1791282CBW0
912828R36912B2CCF691282CClB
9I2B2CCP4
650.000.00375.000.00
370,000.00s00,000.00
500,000.00255,000.00
130,000.00

BARCLAY

JPM-CHA

CABRERA

JPM-CHA

SIEBERT
MORGAN_HSBC
r02.22

98.5098.42
702.22

98.38 98.BB

97.67 664.42r.88
369.375.00
364,160.96
511,093.75
491.875.00
252.737.25
126,973.44
(15,208.98)
(5,478.52\(4.668.34)
(10,19s.31)
(7.070.3r]'(4.193.s6)

25.39 (10.739.80)
(s,493.49)(4,803.35)
(8,137.37',)(7.174.51)(4.130.19)
(22.24)
L.27¿,35

1.321.434.494.60

1.081.111.t2

1.11t^t21.13t.t4
21,895,O0O,00 22,L79,825.86 L7t657.O8 L25,722.t4 2.62 0.73 Supra-National Agency Bond / Note

INTL BK OF RECON AND DEV NOTE
DrD 04120 12021 0.1260/o 04120/2023INTER-AMERICAN DEVEL BK NOTESD-tD 0412412020 0,s00% 0s12412023INTL BK RECON & DEVELOP NOTES DTD ll | 24 12020 0.250o/o It | 24 | 2023
INTER.AMERICAN DEVEL BK NOTES
DTD 09 l) 500o/o ^61)21)^'ra t1a n? n
Security Type Sub-Total
4590581V645B1XODM7
459058JM645B1XODZB
340.000,00 TD
570.000.00 RBc775.000.00 TD
480,000.00 JPM_CHA
2,165,OOO.O0

99.4899.96

99.15 98.79
338,220.44
569.789.10
768,386.1s
474.2L5.04
(r,075.76)
(17.10)
(4,947.60],(5,429.76\
(1,292.68)
(118.05)
(5,s13.67)(5.452.72\

1.39 1.481.98

2.80 0.500.53

0.680.93
2,15O,6LO.73 (L1,47O.22) (12,376.52) 1.93 0.67
Municipal Bond / Note
PORT AUTH OF NY/NJ TXBL REV BONDSDTD 07I0B|2020 L0B6o/o O7|0I/2023

CHAFFEY UHSD, CA TXBL GO BONDS
DrD nl0sl2019 2.001o/o 0810U2023
73358W4V3
15741 lTJB
195,000.00 ctrrGRP180.000.00 RBc
100.81102.34
196.587.30
184,213.80

1.s87.30
4,2r3.80

1.587.30
4,2r3.80
!.5 /
.64

0.570.59
PFM Asset Ívlanagement LLC Account 97480000 Page 21

pfm
Managed Account Fair Market Value & Analytics For the Month Ending November 30,2O2t, Secu rity Type/ Descri ption
Dated Date/ Coupon/ Maturity CUSIP Par Broker
Next Call
Date
Market
Price
Market
Value
Unreal G/L
On Cost
Unreal G/L
Amort Cost
Effective
Duration
YTM
at MK
Municipal Bond / Note

SAN DEIGO CNTY WTR AUTH, CA TXBL REV
BONDlD 0712212020 0.593o/o O510U2024CT ST TXBL GO BONDSDTD 061rt12020 1.998o/o 0710U2024

WI DEPT OF TRANS TXBL REV BONDS
DID 07 I 30 12020 0.6240/o 07 | 01' / 2024

AZ TRAN BOARD TXBL REV BONDS
DTD 021 I2l 2020 1.958o/o 07 | 0L | 2024

SAN JUAN USD, CA TXBL GO BONDS
DTD 10 I 29 | 2020 0.7 02o/o 0B | 0I / 2024MD ST TXBL GO BONDSDTD 08/0s/2020 0.5100/o 0810U2024

MS ST TXBL GO BONDS
DTD 08/06/2020 0.5650/o LIIOL/2024
cA sT T/E GO BONDS
ÐTD 04 | 2212020 5.0000/o 03/01/2025

SAN DEIGO CNTY WTR AUTH, CA TXBL REV
BOND-rD 07 /221 2020 0.7 43o/o 05 | 0L / 2025

UNIV OF CAL TXBL REV BONDS
DID 07 | t6 12020 0.933o/o 05 | 15/ 2025FL ST BOARD OF ADMIN TXBL REV BONDSDTD 09 / 16 | 2020 L.258o/o 07 | 0Il 2025

WI DEPT OF TRANS TXBL REV BONDS
DTD 07 | 30 | 2020 0.77 4o/o 07 | 0l / 2025FL ST BOARD OF ADMIN TXBL REV BONDSDlD 09 | t6 12020 L.258o/o 07 | 0L/2025

SAN JUAN USD, CA TXBL GO BONDS
DrD L0 I 29 | 2020 0.852o/o 08 | 0L / 2025LOS ANGELES CCD, CA TXBL GO BONDSDID LUt0l2020 0.773o/o 0Bl0L/2025LOS ANGELES USD, CATXBL GO BONDSDTD 1 1 I 1^t)î)1 1 Aqqo/^ (r7 lnl l)ñ)â 7974r2ÐL4
2077zrcW0977t23X60
040654XU4
798306WN2
574193TO1
605581M27
13063DUY2
7974t2DM291412HFM0
34127LAD6977r23X7834L27tAD6
798306WP7
5443BCYK2
544647FC9
150.000.00
290,000.00385,000.00
110.000.00195,000.00
165,000.00125,000.00
260,000.00

SIEBERT

WELLS-FJPM-CHAS

KEYBANC

JPM-CHAWELLS-F

MERRILL

MERRILL
103.02

99.60 103.01

99.5099.57

99.77 114.58

99.0499.2L
100.01
98,88
100.01

99.L4

98.94 t00.47
154.525.50
288,825.50
396,592.35
709,447.80794,167.35163,630.50143,226.25
257,504.00
128,973.00130,009.10
247,t90,00
275,0t9.25
133,839,00
257,24t.40
150,700.50
225,OOO.OO MERRILL 99.55 223,985.25 o,0r4.7s)
4,525.50
(1,!74.50\
11,592.35
(552.20)
(778.0s)
(1,369,s0)(5.098.7s)(2,496.00)(1.027.00)
(910.00)
(2,810.00)
L9.25
(1,161.00)(2,7s8.60)
700.50
n.074.75\
4,525.50
(1,174.s0)
1 1,592.35
(ss2.20)(796.t5)
(1.369.s0)
2,632.42
(2,496.00)(1,027.00)
(678.2s\
(2,810.00)
t9.25
(1,161.00)(2,758.60)
700.50

2.40 0.78
130,000.00130,000.00
250,000.00275,000,00
135,000.00
260,000.00
150,000.00

JPM-CHA

MERRILL

WELLS-F

MERRILLKEYBANC

MERRILLBARCLAY

2.51 2.562.52

2.642.652.90

3.033.383.4t3.503.533.50

3.613.62

4.45 0.820.780.78

0.890.670,Bs0.48

1.03 I,T7r.26
1,09
r.26

1.091.071.35
PFM Asset Management LLC Account 97480000 Page 22

pfm
Managed Account Fair Market Value & Analytics For the Month Ending November 3Ot 2OZt CIW OF YORBA LINDA - 974BOOOOSecurity Type/ Description Dated Date/ Coupon/ Maturity
Security Type Sub-Total
CUSIP Par Broker
3,610,O00.00
Next Call
Date
Market
Price
Market
Value
3,635,677.85
Unreal G/L
On Cost
1,488.35
Unreal G/L
Amort Cost
9,433.L7
EffectiveDuration
YTM
at Mkt

2.94 0.91
Federal Agency Commercial Mortgage-Backed Security
FHLMC MULTIFAMILY STRUCTURED PDTD 1U01l201s 2.7t6o/o 0610112022FHLMC SERIES KO32 A1DTD 09/0 1/20 13 3.0 160/o 021 0I / 2023 FHMS K724 A2
DrD ú|0II20I7 3.0620/o lll0ll2023Security Type Sub-Total 3137BLUR73137B4GXB
37378rU25
191,559.64 JPM_CHAS
41,955.39 BARCLAYS
22s,000.00 JPM_CHA
458,515.O3
100.59101,33702.99
792.693.64
42,5t3.79
23r,734.36
t,455.78
458.43
(8,461.93)

1.183.76
s33.13
(3.881.81)

0.360.sB

1.71 1.53

1.86 1.48
466,94L.79 (6¡547.72) (2,L64.92) t.os 1.54
Federal Agency Bond / Note
FREDDIE MAC NOTESDrD 0412012020 0.375o/o 04 12012023

FANNIE MAE NOTES
DrD 05 I 221 2020 0.2s0o/o 05 122 I 2023FANNIE N4AE NOTESDrD 07 I I0 I 2020 0.250o/o 07 / I0/ 2023

FREDDIE MAC NOTES
DTD 0910412020 o.2so% 09/0812023FREDDIE MAC NOTESDID L2l 04 | 2020 0.250o/o I2l 04 / 2023FEDERAL HOME LOAN BANK NOTESDTD 04 I 16 I 2020 0.500o/o 04 | 14 / 2025FANNIE MAE NOTESDTD 0412412020 0.6250/o 04122/2025FANNIE MAE NOTESDTD 06/ 79 / 2020 0.500o/o 06 | 17 / 2025FREDDIE MAC NOTESDTD 07 I 23 I 2020 0.37 5o/o 07 l2I / 2025FREDDIE MAC NOTESDf D 09 I 25 I 2020 0.37 5o/o O9 I 23 I 2025 Security Type Sub-Total
100.01

99.79 99.6699.53

99.31 98.46
9B,87

98.1497.7897.53

1.39 1.48

1.61 1.77

2.00 :;.353.363.513.61i.79
3137EAEO8
313sG0403
3135G05G4
3137EAEW5
3137EAFA2313OAJHU63135G03U5
3135G0423
3137EAEU93137EAEX3
72s,000.00
s9s.000.00
1,000,000.00
1 10,000.00
475,000.00
840.000.00965,000.00
1,000,000.00
435,000.0049s,000.00

CITTGRPCITIGRPCITIGRP
MORGANCITIGRP

CITIGRPCITIGRPNOMURA
WELLS_F
CITÏGRP
725.098.60
593,730.87
996,556.00
109,486.85
47t,732.00
827.0s8.96954.052.08981,401.00
425,363.0r
482.79s.78
1,911.10
527.82
(1,294.00)
(ss9.3s)
(2.797.75\(8,774.64)(8,960.02)
(16.s29.00)
(7,470.69)
/10,714.27)
934.50
(3e0.83)
(2,293.41)
(s40.3 1)
(2,953.2r)
(10,131.46)
(9.s98.68)
(17,130.48)
(8,059.77)
(11.067.1s)

0.370.390.460.51

0.s9

0.97 0.97

1.041.001.04

2.65 0.76
PFM Asset lvlanagement LLC
6,640,000.00 6,567,275.t5 (54666.80) (61,230.80)
Account 97480000 Page 23

pfm
Managed Account Fair Market Value & Analytics For the Month Ending November 3,0,2O2t:

Security Type/Description
Dated Date/Coupon/ MaturitY CUSIP Par Broker
Next Call
Date
Market
Price
Market
Value
Unreal G/L
On Cost
Unreal G/L
Amort Cost
EffectiveDuration
YTM
at Mkt
Corporate Note

BANK OF AMERICA CORP BANK NOTE
DID 0I / 20 | 2017 3.I24o/o 0L | 20 / 2023

CHEVRON CORP CORPORATE NOTES
DTD 05/IU202A Ll4to/o 0517L/2023BRISTOL-MYERS SQUIBB CO (CALLABLE) CORP
DTÐ It I 13 | 2020 0.537 o/o lI I 13 | 2023PNC BANK NA CORP NOTES (CALLABLE) D-l D 0 U 23 I 20 L9 3.500o/o 0t | 23 | 2024

IBM CORP NOTES
DID 021 L2l 2AI4 3.6250/o 021 12/ 2024UNILEVER CAPITAL CORP CORPORATE

NOTES (C
wD 09 | 07 12018 3.250o/o 03 | 07 / 2024

JPMORGAN CHASE & CO CORPORATE
NOTES (CALDTD 03 | 16 | 2021 0.697 o/o 03 | 16 | 2024

CHARLES SCHWAB CORP NOTES
(CALLABLE)DTD 03/18/2021 0.750o/o 031 IBl2024

MORGAN STANLEY CORP NOTES
(cALLABLE)
DTD 04 | 221 2021 0.7 3 7o/o 04 | 05 | 2024MORGAN STANLEY CORP NOTES(CALLABLE) DTD 04 | 22 | 2021 0.7 3 lo/o 04 | 05 / 2024

BANK OF NY MELLON CORP NOTES(CALLABLE)
DTD 0412612021 0.500o/o 0412612024

AMAZON,COM INC CORPORATE NOTES
DîD 05 | l2l202l 0.450o/o 05 | 1212024

UNITEDHEALTH GROUP INC (CALLABLE)CORP N
DTD 05 | 19 | 2021 0.550o/o 05 | 15 / 2024
06051GGE3
t66764BVr
LLOT22DT2
693475AV7
459200HU8
9047648Gt
46647P8z,8
8085138N4
6L772BAA1
6L777BAAL
06406RAS6023135BWs9\324P884
350,000.00
200.000.00240,000.00215,000.00
400,000.00
110.000.00115,000.00
50,000.0030,000.00
95,000.0095,000.00
140,000.00105,000.00

MORGAN-S

JPM-CHA

CITIGRP
MKTX

MORGAN-SUS-BANC

JPM-CHA
CSFB
MORGANJPM_CHA

JPM-CHAJPM-CHA
CITÏGRP
121231230210712403t16t23
02ltgl24
041051230410s12303126124
100.34
100.62100.00105.1 1105.57105.02

99.75 99.48

99.6999.6998.81

98.8398.99
351.195.95
201,248.00240,002.t6
225,995.96
422,283.20
115,519.80
7L4,707.10
49,740.5529,908.2994,709.5993,867.22
138,366.48
103,937.30
443.45
1,248.00

2.L6
(1,110.69)15,144.80)(3,614.60)
(292.90)(234.45'l
or.7t)
(400.61)
(1,031,13)
(1,429.t2'')
(953.s0)
970.96

1.248.00

2.16 5,006.35
8,422.48
152.16
(292.90)(240.34\
or.7t)
(366.14)
(1.051.44)
(1,466.98)
(973.10)
t.L2L.441,95

1.99 2.r22.TI

2.440.46

2.820.7L0.54

1.08 1.061.010.930.97
L.29 0.81

2.20 0.98
r.34 0.86r.34 0.86

2.3r 1,00
PFM Asset Management LLC
0sl15l22
Account 97480000 Page 24

pfm
Managed Account Fair Market Value & Analytics For the Month Ending November 30,2O2L CITY OF YORBA LINDÁ . 9748OOOO
Security Type/ Description
Dated Date/Coupon/Maturity CUSIP Par Broker
Next Call
Date
Market
Price
Market
Value
Unreal G/L
On Cost
Unreal G/L
Amort Cost
Effective
Duration
YTM
at Mkt
Corporate Note

ASTRAZENECA FINANCE LLC (CALLABLE)
CORP
DrD 0512812021 0.700o/o 05 12812024

JOHN DEERE CAPTTAL CORP CORPORATE
NOTESDTD 06 | t0 12021 0.450o/o 06 I 07 | 2024

US BANCORP NOTES (CALLABLE)
DTD 07 I 29 120L9 2.400o/o 07 l30l 2024

AMERICAN HONDA FINANCE CORPORATE
NOTESDlD 09 I 09 12021 0.750o/o 08 / 09 / 2024BMW US CAPITAL LLC CORPORATE NOTESDTD 0Bl t2l202I 0.750o/o 081 12/2024BMW US CAPITAL LLC CORPORATE NOTESDTD 0B I t2 | 2021 0.7 50o/o 08 | 12 / 2024HONEYWELL INTERNATIONAL (CALLABLE) NOTE
DTD 08/08/20 19 2.300o/o 08 | 75 / 2024

WALT DISN EY COMPANY/THE
DTD 09/06/2019 7.750o/o 08130/2024

JOHN DEERE CAPITAL CORP CORPORATE
NOTESDTD 09 I I0 1202t 0.6250/o 09 I I0 / 2024

GOLDMAN SACHS GROUP INC CORPORATE
NOTESDTD 06/10/2021 0.657 o/o 09 I I0/ 2024

CATERPILLAR FIN L SERVICE CORPORATE
NOTES
D-tD 09 / 14 1202t 0.600% 09 | 13 | 2024
NESTLE HOLDINGS iNC CORP NOTES
(cALLABLE
DID 09 I 14 12021 0.6060/o 09 | 74 | 2024BANK OF NY MELLON CORPDID 701 24/20L9 2.t00o/o L0 124/2024 04636NAC7
244228VQ9
91159HHX102665WDY4
O5565EBUB05s6sEBU8
4385168W5
254687FK7244228VU0
38141GYÊB
14913R2P1
641062AU806406R411
165.000.00 MoRGAN_125.000.00 LooP
350,000.00 us_BANco
105,000.00 BNP_PAR
65,OOO.OO GOLDMAN
120.000.00 Mrrsu180.000.00 BNP_PAR
430,000.00 JPM_cHAs

45.000.00 HsBc
240.000.00 GoLDMAN
240,000.00 CIïGRP35s,000.00 JPM_CHA
0s128122
06128124
07115/24

98.9098.57
103.56

99.14 99.0599.05
r03.27101.41

98.7799.2398.7398.78
702.67
163,178.90723,2r8.25
362,463.50
t04,093.75
64,381.66
118.858.4418s.887.80
436,063.00
44,447.00
238,156.08
236,944.803s0,677.88
138.609.63
(1.806.2s)(1,625.50)
8,039.s0
(836.9s)
(612.49\
(1,233.96)(3.645.00)
7,Br7.40
(s23.75)
ft,843.92\(2,728.80)(4,322.L2\
(1.808.78)$,6s0.37)
10,129.85
(842.3s)
(613.08)
0,224.60)
(72s.97)
7,029.85
(szs.94)
o.843.92\(2,7s2.05)'(4,322.12)

3.246.57

0.492.50

2.502.67

2.672.672.s52.692.752.752.76

1.78 z.B2

1.15L.02

1.041.081.111.11r.07
r.231.08

0.94 1.061.0s

1.16 PFM Asset h{anagement LLC
135,000.00 MoRGAN_S
09t14123

3.015.63
Account 97480000 Page 25

pfm
Managed Account Fair Market Value & Analytics For the Month Ending November 30,2O2I CITY OF YORBA LINDA. 974BOOOO
Secur¡ty Type/ Description
Dated Date/Coupon/ Maturity CUSIP Par Broker
Next Call
Date
Market
Price
Market
Value
Unreal G/L
On Cost
Unreal G/L
Amort Cost
EffectiveDuration
YTM
at Mkt
Corporate Note

CITIGROUP INC CORPOMTE NOTES
D-lD l0 I 30 | 2020 0.77 60/o l0 I 30 | 2024PACCAR FiNANCIAL CORP CORPORATENOTESDlD 1U0812021 0.900o/o 7UO8/2024

TOYOTA MOTOR CREDIT CORP CORP
NOTESDlD 021 13 I 2020 t.B00o/o 021 73 / 2025NOVARTIS CAPiTAL CORPDTD 021 1412020 t.750o/o 021 14/2025LOCKHEED MARTN CORP NOTES(CALLABLE)DTD 02120120ts 2.900o/o 031oU2025

CITIGROUP INC CORPORATE NOTES
DÍD 05/0412021 0.9BLo/o 05/OU2025

CITIGROUP INC CORPORATE NOTES
DTD 051041202t 0.981o/o 05/01/2025HONEYWELL INTL CORP NOTES(CALLABLE)DTD 05/18/2020 1.350o/o 0610112025EMERSON ELECTRIC CO CORPORATE NOTES (CALD-rD 05l2ll20ls 3.I50o/o 061 0L/2025
]PMORGAN CHASE & CO CORPORATE
NOTES
DTD 0610U2021 0.824o/o 061O112025
AMAZON.COM INC CORPORATE NOTES
DTD 06/03/2020 0.800o/o 06/03/2025BRISTOL.MYERS SQUIBB CO CORPORATE NOTESDTD 07 | 15/2020 3.875o/o 0Bl 1512025

BURLINGTN NORTH SANTA FE CORP
NOTES (CALDTD 08/2012015 3.6500/o 0910U2025
L72967M15
69371RR57B9236TGT666989HAP3
539B3OBEB
772967MX6
172967MX6
438516C80
2910118G8
46647PCH7
02313s808
1t0t22DC9121891AY7
245.000.003ss,000.00240,000.00230.000.00
110.000,00
60,000.0060,000.009s,000.00
145.000.00
3 10,000.00
245,000.00
151,000.00
205,000.00
CIÏIGRP

MERRILL

GOLDMAN
MORGANCITIGRPCITIGRPCSFB

BNP-PARMERRILL

JPM-CHA

CITIGRP
WELLS-FWELLS_F
0u14l25
r2l0ll24
05l0U2s
03l1Ll2s
0slL5l25
243,594.44353,279.67
244,L70.72233,4r9.64
115,607.91

59.630,2859,630.2895,277.78
153.604.16
306,477.7824r,40L.44
163,520.01
(1.40s.s6)(1.699.03)
4,68r.92
(7,880.26)(2,73t.19)
(369.72)(487.92)
(r,679.22',)(6,642.s9)(3,s22.22)(3,515.26)(9,024.67)(s,709.04) (1,40s.56)(1,699.48)
4,499.53
Ø,7s9.34',)ft,092.72',)
(369.72\(470.81)
(1,083.28)(2.606.4L\(3,s22.22\(3,540.10)(3,s74.68)

99.4399.s2
101.74101.49105.10

99.3899.38
100.29105.93

98.8698.53
108.29108.1 1

2.892.9r

3.113.04

2.BB3.373.373.333.083.443.453.243.30

0.98 r.077.241.27
t.29t.17L17t.26t.4l1.16r.231.561.42
PFM Asset Management LLC
06t0112s 22r.625.7t (2.80s.07)
Account 97480000 Page 26

pfm
Managed Account Fair Market Value & Analytics For the Month Ending November 30,2O2t CITY OF YORBA LINDA - 974BOOOO
Security Type/ Description
Dated Date/ Cou pon/ Maturity CUSIP Par Broker
Next Call
Date
Market
Price
Market
Value
Unreal G/L
On Cost
Unreal G/L
Amort Cost
EffectiveDuration
YTM
at Mkt
Corporate Note

ABBOTT LABORATORIES CORPOMTE

NOTES (CAL
DTD 0312212017 3.875o/o 09 | 15 /2025

MORGAN STANLEY CORP NOTES
(CALLABLE)
DlD I0lt9l202l 7.1640/o t012U2025
LOCKHEED MARTIN CORP NOTES(cALLABLE)DrD nl2ßl21ts 3.sso% 0rlls/2026

GOLDMAN SACHS GROUP INC CORPORATE
NOTES
DTD 021 t2l202I 0.855o/o 021 12/2026IBM CORPDTD 0s/15/2019 3.300o/o 0s / 75 I 2026

ASTRAZENECA FINANCE LLC (CALLABLE)
CORP
DîD 0512812021 1..200o/o 05 128/2026

CATERPILLAR FINL SERVICE CORPORATE
NOTES
DrD 091t41202L I.ß0o/o 09114/2026

JPMORGAN CHASE & CO CORP NOTES
DID 07121120t6 2.950o/o L010U2026

AMERICAN EXPRESS CO (CALLABLE)

CORPORATE
DTD 11 t^â,1)^) 1 1.6500/o 11 lî41)n)^
Security Type Sub-Total
0028248M16t747YEG6
5398308H1
38141GXSB
459200J25
04636NAA1
14913R209
46625HRV4
025816CM9
06lrsl2s
70lLsl2s
041281260710r/26
r0104/26
108.81

99.10 108.36

97.84 107.06

98.6498.42
105.20

99.68 It4,247.771t8,92r.92
238,402.34
746,762.70
240,894.90
743,027.7r
118,101.60
24r,960.46244,208.4r
t6.069.63)(1,078.08)(s,276.26)t3.sB9.B0)(7.302.60)
(2,r73.84)
(139.20)
o.742.64)
(384.89)
(2.257.4L\(1,078.08)(3.268.s6)(3,534.24)
(5,573.02)
(2,rsg.24)
/140.27)
(1,080.28)
(386.69)
IO5,OOO.OO MERRILL120,000.00 MoRGAN_
220,000.00 WELLS_F
l5O.OOO.OO MERRILL
225.000.00 RBc
145,000.00 JSEB120.000.00 CABREM
230,000.00 JPM_CHA245,000.00 MITSU
8,711,000.00
:.333.813.62

4.121.t91.3t
¿.66

4.3t4.67

1.481.40

1.451.391.651.511.49
r.82
r.72
8ß46,229.92 (80,057.81) (2s,884.00) 2.76 L.25
CeÉificate of Deposit

CREDIT SUISSE NEW YORK CERT DEPOS
DTD 03 I 23 I 2021 0. 590o/o 03 I 77 I 2023
Security Type Sub-Total
365,000.00 csFB 365,584.73 584.73 584.73 1.29 0.46
L.29 0.46
PFtld Asset Manag*ment LtC
22552G3C2
365,OO0.OO
100.16
365,584.73 s8,4.73 544.73
Account 9748OOOO Page 27

pfm
Managed Account Fair Market Value & Analytics For the Month Ending November 30,2021' Security Type/ Description
Dated Date/Coupon/ Maturity CUSIP Par Broker
Next Call
Date
Market
Price
Market
Value
Unreal G/L
On Cost
Unreal G/L
Amort Cost
EffectiveDuration
YTM
at Mkt
Asset-Backed Security
TAOT 2019-A A3
DID 021 l3l20l9 2.910o/o 07 | L5/2023
GMALT 2020.3 A3
DTD 09 | 29 | 2020 0.450o/o 08 | 2L / 2023
ALLYA 2019-1 A3
DlD 021 t3 | 2019 2.9 roo/o 09 | LS I 2023
NAROT 2019-A A3
DTD 021 I3l20I9 2.900o/o L0 I 15 | 2023
NALT 2O2O-B A3DTD 09 I 29 | 2020 0.430o/o I0 | 16/ 2023BMWLT 2021-1 A3D-tD 03 | I0 | 2021 0.290o/o 01 | 25 | 2024 TLOT 2021-A A3
DID 0412U2021 0.390o/o 04122/2024GMALT 2021-2 A3Dr D 05 | 26 | 202L 0.340o/o 05 | 20 / 2024 NAROT 2O2O-B A3DTD 06/30/2020 0.550o/o 07 | 1512024
TAOT 2020-C A3
DTD 07 127 12020 0.440o/o I0 | 751 2024
HAROT 2020-3 A3
DTD 09 | 29 | 2020 0.37 0o/o L0 | 18 / 2o24BMWOT 2O2O-A A3DTD 07 | 15 12020 0.480o/o I0 125 | 2024HART 2O2O.B A3DlD 07 12212020 0.480o/o I2l L6/2024 \rzoT 2020-8 A
DID 08 | Lzl 2020 0.47 oo/o 02 | 20 / 2025CARMX 2020-3 A3 DID 07 l22l 2020 0.6200/o 03 I L7 | 2025
GMALT 2021.3 A4
DTD 08/18/2021 0.5000/o 0712U2025KCOT 2021-14 A3DID 04/ L4l202r 0.6200/o 0Bl t5l202s 8923gAAD5
3625694C9
02004w4c5
65479K D2
6548084D305591RAC8
89238EAC0
3801444C9
65479C40089237V485
43B13KAC6
09661RAD3
44933FACo
922908449
14315FADg
36262XAD6
50117TAC5
128,852.14
180,000.00
46,155.0s
95,281.75
185,000.00115,000.00
130.000.00
245,000.00
I37,160.99175,000.00
260,000.00
143.306.88
210,000.00305,000.00
225,000.00

55.000.00
110,000.00
MITSU

WELLS-FJPM-CHAS

MITSUMERRILL
MIZUHO

JPM-CHA
SOCGEN
MiZUHO
SMBC

BARCLAY

JPM-CHA

CITIGRP

RBCBARCLAY

JPM-CHA

JPM-CHA
100.90100.09
100.62100.83100.08

99.89 99.7899.45
100.10

99.98 99.75
100.01
99,9699.86
100.13

98.64 99.21
L30,007.44180,156.76
46,442.3t
96,076.93
185.151.37
114,869.84129,712.80
243,656.81
737,302.20774,959.05
259.358.63
r43,316.27
209,924,02
304,567,88
225,290.93
54,253.r9
109,132.18
r,778.78
I74.00
292.84
809.61
170.4L
(126.51)(272.03\
(1,304.73)
r44.97
Q7.48)
(603.18)

20.2r
(36.67\
(368.07)
329.49
(744.82)(84s.31)

1.163.90
167.0r
789.44
800.96
163.08
ß27.43)
(27s.L3)
(1,311.40)
143.65
(31.78)
(674.22\

16.72 (48.82)
(386.s1)
318.21
(744.97)
(848.s9)

0.370.570.280.32

0.67 1.041.391.33

0.650.81

1.04 0.66

0.73 r.20

0.76 2.t72.09

2.35 0.40

2.552.440.390.340.480.56

0.510.450.460.480.490.s1

0.580.880.84
PFM As¡et Management LIC Account 97480000 Page 28

pfm
Managed Account Fair Market Value & Analytics For the Month Ending November 3Ot 2021:

CITY,OF YORBA LINDA - 9748OOOO
Security Type/ Description
Dated Date/Coupon/Maturity CUSIP Par Broker
Next Call
Date
Market
Price
Market
Value
UnrealG/L
On Cost
Unreal G/L
Amoft Cost
EffectiveDuration
YTM
at Mkt
Asset-Backed Security
CARMX 2020-4 A3
DrD L012U2020 0.500o/o 08/15/2025HART 2021-A A3DrD 04 I 28 | 2021 0.380o/o 09 | 15 I 2025KCOT 2021-2A A3 D-tD 07 I 28 I 202t 0.5600/o rU t7 /2025
CARMX 2021-1 A3
DID 0L | 27 1202t 0.340o/o t2l 15 / 2025
CARMX 2021-2 A3
DTD 0412U202r 0.520o/o 02117/2026
CARMX 2021-3 A3
DrD 0712812021 0.ss0% 06lLs/2026DCENT 2021-A1 A1Dfù 09 I 27 I 202L 0.580o/o 09 I 15 / 2026 coMET 2021-43 A3
DTD 1 'l170170)1 L040o/o I 1t16/2026
SecuriÇ Type Sub-Total
Managed Account Sub-TotalSecurities Sub-Total
Accrued InterestTotal Investments
14316HAC644933t4C7
50117XAE2
14316NAC3143140AC8
I43r7DAC4
254683CPB
14041NFY2
175,000.0010s,000.00
100,000.00
75,000.00
160,000.00
305.000.00270,000.00355,000.00

RBCBARCLAYMITSU
MiTSUMERRILL
RBC

CITIGRP

BARCLAY
99,68

99.43 98.65

99.46 99.48

99.21 98.s2
100.02
774.433.40
t04.406.20
98,647.2774,59r.79
r59,L70.70
302,600.29
266,009.78
35s,070.12
(s28.08)(s82.7s)
(1,348.96)
(393.39)(794.82)
(2,349.54)(3.932.47)
119.04
(s36.97)
(584.25)
(1,349.26)
(39s.9s)(799.20)
(2,3s3.09)(3,934.48)
1 19.01
122
t.62

2.46 r.281.392.2s2.772.90

0.s9

0.s30.910.480.64

0.730.90

1.04 4,290,756.81
48,135,27L.84
$48,L35,27L.84
4279,AO8.L6 (11,019,40) (11,160.07)
48,49r¿54.L9 (144,O3L.79) 22,923.73

1.39 0.73

2.51 0.84
($L44,O3L.79) $22,923.73 2.5t O.84o/o i48,491,254.L9
9L27,494.54
$48,619,L48.73
PFM Asset Management LLC Account 97480000 Page 29

pfm
Managed Account Security Transactions & Interest For the Month Ending November 30,2021 Transaction Type
Trade Settle
Principal
Proceeds
Accrued
Interest
Realized G/L
Cost
Realized G/L
Amort Cost
Sale
Method
BUY
1012812rt7l02l2r
r1l02l2LrU03l2r
Lll16l2rrllt8l2rrLlL9l2t
ru19l2l
r1l10l2rLU03l2L1ïl08l2rtu04l2t
rutTl2ttu30l2t
17/2312L
ru23l2t
CUSIP
544647FCg
9L2828U57
69371RR57
9L282CCP4
91282C4W1
14041NFY2
46625HRV4
025816CM9
14913R2Q9
Par
150,000.00
925,000.003s5.000.00
250,000.00s00,000.00
355,000.00230.000.00245.000.00
(150,000.00)
(95s.821.29)
(354.978.70)
(244,130.86)
G97,01r.72)(354.951.08)(243,103,10)(244,s93.30],

0.00 i8,378.07l,

0.00 G07.61\
(6.91)

0.00 (980.06)(213.3s)(291.33)
Total
(150,000.00)(964,199.36)(3s4,978.70)(244,s38.47\(497,018.63)(3s4,9s1.08)(244.083.16\(244.806.65\ ril29l2r 11130121
Transaction Type Sub-Total
LOS ANGELES USD, CA TXBL GO BONDSD'tD 7U 1012021 1.455o/o 07 10112026US TREASURY NOTESDTD 1 1/30/2016 2.I25o/o rt | 301 2023PACCAR FINANCTAL CORP CORPOMTENOTESDTD tI10812021 0.900o/o LU08/2024US TREASURY N/B NOTESDID 0713I/2021 0.6250/o 0713U2026US TREASURY NOTESDID lI I tS 12020 0.250olo II I t5/ 2023 coMET 2021-A3 A3
DrD II/301202I l.040o/o rtl 1612026

JPMORGAN CHASE & CO CORP NOTES
DrD 07 | 2U 2016 2.950o/o I0 | 0 I | 2026

AMERICAN EXPRESS CO (CALLABLE)CORPORATE
DTD LL/0412021 1.6s0% ru0412026

CATERPTLLAR FINL SERVICECORPORATE NOTES
DID 09 I 14 12021 1. 150o/o 09 I L4 I 2026
120,000.00 (118.240.80) (1 18,s32.13)
3,130,000.00 (3,162,830.85) (LO277.33) (3,173,108.18)

TNTEREST
lLl0Ll2rrLl0Ll2l
tI101121tLl0tl2L
ILIOLI2T
[u0tl2r
lu01,12t
LLIOTI2T
MONEYOOO2
797412DM2
172967MX6
7974t2DL4

0.00 260,000.00
120.000.00
22s,000.00

MONEY MARKET FUND

SAN DEIGO CNTYWTRAUTH, CATXBL
REV BONDID 07 | 221 2020 0.7 43o/o 05 | 0I | 2025

CITIGROUP INC CORPORATE NOTES
DTD 0s / 04 | 2021 0. 981 o/o 05 | 0I / 2025

SAN DEIGO CNTYWTRAUTH, CATXBL
REV BONÐ-tD 0712212020 0.s93% 0s/0r12024

0.00 0.00

0.000.00

4.44 965.90
578.79
667.L3

4.44 965.90
578.79667.r3
PFM Asset Management LLC Account 97480000 Page 30

pfm
Managed Account Security Transactions & Interest For the Month Ending November 30,2O2I CITY OF YORBA LINDA. 9748OOOO
Transact¡on TypeTrade Settle
Principal
Proceeds
Accrued
Interest
Realized G/L
Cost
Realized G/L
Amort Cost
Sale
Method

INTEREST
7u0u2r
tu0Ll21
LU0!2rrU0tl2trutv2t
t7lL2/2ttut3l2ttllt5l2rLUtsl2t
7u15l27
rU0!2rru25l2rrll2sl2r
1112s121
17lIU2rru12l2r
ILIL3I2I
1717512r
LLl15l2Lrulsl2r
CUSIP
605581M273137BTU253137BLUR73137B4GXB
1667648V1
0231358W5
rr0122D12
459200J25
912B2CAW1
91324PE84
14316HAC6
s0117TAC5
143140AC814315FADg
2s4683CP8
14316N4C3
Par
165,000.00
225.000.00
196,246.70
45,07s.05
200.000.00
140,000.00
240.000.00
225.000.00
230,000.00
105,000.00175,000.00110.000.00160,000.00
225.000.00270,000.00

75.000.00
466.t3
574.t3
444.17
T13,29

1.141.00
315.00
644.40

3.712.50
287.50282.33

72.9256.8369.33
116.25130.50

21.25 Total
466.13
574.73
444.r7
tt3.29
1,141.00
315.00
644.40
3,712.50
287.50282.33

72.92 56.83

69.33 116.25130.50
2t.25
17ltsl2l
Lutsl2l
ITIT5I2I
rurst2Irt/rsl2rrLlLsl2l
rurSl2ttr/15l2t
tLlLsl2rrUtSl2tlrlt5/2rtllr5l21

0.000.000.000.000.000.000.000.000.000.00

0.000.000.000.000.000.00

MS STTXBL GO BONDS
DTD 0810612020 0.5650/o tU0l/2024
FHMS K724 A2DTD 0 1/01/2017 3.0620/o IL | 0I /2023FHLMC MULTIFAMILY STRUCTURED PDrD n/0!20t5 2.7760/o 0610I/2022FHLMC SERIES KO32 A1DrD 09/01/2013 3.016% 02101,12023

CHEVRON CORP CORPORATE NOTES
DID 0511U2020 Ll4|o/o 0511U2023
AMAZON.COM INC CORPORATE NOTES
D'f D 05 / l2l 2021 0.450olo 05 | 12 / 2024BRISTOL-MYERS SQUIBB CO(CALLABLE) CORP DTD tll 1312020 0.537o/o lll 1312023

IBM CORP
DTD 05/15/2019 3.300o/o 05 I Ls /2026US TREASURY NOTESDrD 11/15/2020 0.250% rtltsl2023UNITEDHEALTH GROUP INC(CALLABLE) CORP NDTD 05 / 19 12021 0. 550o/o 05 I L5 I 2024 CARMX 2020-4 A3
DrD L012U2020 0.500o/o 08lts/202sKCOT 2021-14 A3D-tD 04 | 14 12021 0.6200/o 0B/ t5 I 2025 CARMX 2021-2 A3
DTD 0412U2027 0.520o/o 021t712026
CARMX 2020-3 A3
DT D 07 I 22 I 2020 0.6200/o 03 | 17 / 2025
DCENT 2021-A1 A1DlD 0912712021 0.580% o9lls/2026
CARMX 2021-1 A3
DlD 0U2712021 0.340o/o 1211512025
PFM Asset fillanagemsnt LLC Account 97480000 Page 31

pfm
Managed Account Security Transactions & Interest Fcrr the Month Ending November 30' 2O2I Transaction TypeTrade Settle
Principal
Proceeds
Accrued
Interest
Realized G/L
Cost
Realized G/L
AmoÉ Cost
Sale
Method

INTEREST
L7llsl2rtlltsl2Ltt/tsl2r
rur'lztLuLS|2LrIltSl2rrlllsl2rLlllsl2r
tursl2rLUtsl2trrl15l27rllL5lzt
trltSl2truLsl2l
tutsl2l
rulsl2r
rutBl2r
tU15l2tLutSl2tru7sl27r7l15l2t7u15lzt
ru15l2t[u75l2r
ttl15l2rLr/tsl21ruLsl2ltu15l2t
Lutsl2LturslzlLutsl2rr1l15l2t
lursl2LTIILBI2I
CUSIP
44933FACo02004wAc5
91412HFM065480EAD3
65479KAD2
912828G3889237V485912828R36
t43L7DAC4
4493314C79L28282P8
89239AAD5912828WJ5
254683CM565479C4D0
50117XAE2
43813KAC6
Par
210.000.00
53,642.71.
130,000.00185,000.00
707,987.19
800,000.00
175,000.00
500,000.00305,000.00
105,000.00190,000.00
144.906.81
1,000,000.00
38s,000.00
14s.000.00100.000.00
260,000.00

84.00 130,08
606.45

66.29 260.97

9.000.00

64.17 4,062.50
L39.79

33.25 118.75
351.40

12.500.00
606.38

66.4646.67

80.17 Total

84.00 130.08
606.45

66.29 260.97
9,000.00

64.r7

4.062.50
139.79

33.2s
1 18.75
351.40
12,500.00
606.38

66.46 46.67

80.r7
Secu Descri
HART 2O2O-B A3
DTD 07 | 221 2020 0.480o/o L2l 16 /2024
ALLYA 2019.1 A3
DfD 021 13 | 2079 2.9 l0o/o 09 | 15 / 2023

UNIV OF CAL TXBL REV BONDS
DlD 07/1612020 0.933% osllsl2o2sNALT 2O2O-B A3DID 09 | 29 | 2020 0.430olo l0 | t6 | 2023NAROT 2019-A A3 DID 021 t3l20l9 2.900o/o I0l 1512023

US TREASURY NOTES
DID LLI L7 12014 2.250o/o tll 1512024
TAOT 2O2GC A3
DID 07 | 27 12020 0.440o/o I0 | 15/ 2024

US TREASURY NOTES
DTD 05/16/2016 1.6250/o 05 I 15 12026
CARMX 2021-3 A3
Df D 07 I 28 | 2021 0. 550o/o 06 | 15 | 2026HART 2021.4 A3DID 04 I ZB | 2021 0. 380o/o 09 | L5 | 2025

US TREASURY NOTES
DTD 05 I 15 | 2020 0. 725o/o 05 | tS / 2023
TAOT 2019-A A3
DID 02/ L3 | 20 19 2.9 LÙo/o 07 | t5 | 2023US TREASURY NOTES DTD 05/15/2014 2.500o/o 05 | \s 12024DCENT 2019.A3 ADTD 10/31/2019 L.890o/o I0l 1512024NAROT 2O2O-B A3 DîD 0613012020 0.550o/o 07 I 1512024
KCOT 2021-2A A3
DTÐ 07 | 28 12021 0.5600/o tt I 17 / 2025HAROT 2020-3 A3DID 09 | 29 | 2020 0.37 0o/o 10 | 18 / 2024

0.000.000.000.00

0.000.000.000.000.000.00

0.000.00

0.000.000,000.00

0.00 PFM Asset Management LLC Account 97480000 Page 32

pfm
Managed Account Security Transactions & Interest For the Month Ending November 30,2O2L CIW OF YORBA LINDA - 974BOOOO
Transaction TypeTrade Settle
Principal
Proceeds
AccruedInterest
Realized G/L
Cost
Realized G/L
Amort Cost
Sale
Method

INTEREST
t1128/2r 7u28121
Secu Descri
TLOT 2021-A A3
DlD 0412U2021 0.3900/o 04/2212024
VZOT 2O2O-B A
DfD 0Bl 1212020 0.470o/o 02/20/2025
GMALT 2021-3 A4
DTD 0B / t8 | 2021 0. 500o/o 07 | 2I | 2025
GMALT 2O2O-3 A3
DTD 09 / 29 I 2020 0.450olo 08 I 2L | 2023
GMALT 2021-2 A3
DrD 05/261202L 0.340o/o 0s12012024FANNiE MAE NOTESDTD 0s12212020 0.250o/o 05 122/2023

INTL BK RECON & DEVELOP NOTES
DtD LI Í24 I 2020 0.250o/o 11 124 I 2023

INTER-AMFRICAN DEVEL BK NOTES
DID 04 /24 I 2020 0. 500o/o 05 124 | 2023BMWTT 2021-1 A3DID 031 l0 12021 0.290o/o 0112512024BMWOT 2O2O-A A3DTD 07lrsl20z0 0.480% 1012s12024

ASTRAZENECA FINANCE LLC
(CALLABLE) CORPDrD 05/28/2021 1.200o/o 0512812026

ASTRAZENECA FINANCE LLC
(CALLABLE) CORPDrD 0512812021 0.700o/o 05 128/2024

US TREASURY NOTES
DTD 1 1/30/201 6 2.125o/o LIl30/2023

US TREASURY N/B NOTES
DID 0s/311202t 0.750o/o 0s13U2026

US TREASURY NOTES
D-tD IU 30 I 2020 0.37 5o/o 17 130 I 2025
Lu20l2t11l20l2t
ttl20l2t
tIl20l2ttU20l2tru22l2rtLl24l2rtu24l2t
rll2sl2r
tll2sl2t
rll28l2t
tu20l2rtt/20/2trU20l2rrU20l2tttl20l2tLr/2212rtU24/2tr!2412rru2s/2r rr/25/2rrrl28l2r
CUSIP
8923BEACO922908AA936262XAD6362569AC9380144AC9313sG04034s905BJM645B1XODM70ss91RAC809661R4D304636NAA104636N4C79t2B2BUs7 91282CCF69L2B2CM4
Par
130,000.00
30s,000.00
55,000.00
180,000.00
245,000.00595,000.0077s,000.00570,000.00
I 15,000.00145.000.00145,000.00165.000.00
1,380,000.00
500.000.00500,000.00

42.25 119,46

22.92 67.50

69.42 743.75968.75
r,425.00

27.79 58.00
870.00
577.50
14,662.50
1,875.00
937.50
Total

42.25 119.46

22.9267.50

69.42 743.75968.75
1,425.00

27.79s8.00
870.00
577.s0
14,662.50
1,87s.00
937.50

0.00 0.00

0.000.000.000.000.000.000.000.000.00
Lu30l2trU30l2r11t30l2t
tt/30121
Lr/3012rtLl30l2t

0.000.000.00

0.00 Transaction Type Sub-Total
PFM Asset Management LLC
13,992,858.46 0.00 6L,348.46 6L,348.46
Account 97480000 Page 33

pfm
Managed Account Security Transactions & Interest For the Month Ending November 30,2021" Transact¡on TypeTrade Settle
Principal
Procæds
Accrued
Interest
Realized G/L
Cost
Realized G/L
Amort Cost
Sale
Method

PAYDOWNS
TIIOTI2T17l0Ll2L
LUIsI2Itutslzr
r!t5l2r
lll15lztL!2sl2l
tv2sl2LLu25l2r
turslz|rLltSl2truTsl2t
tuL'lzr17l2sl2r
CUSIP
3137BLUR73137B4GXB
65479CAD0
65479K4D2
02004w4c5
89239AAD509661RAD3
Par
4,687.063,119.667,839.01
12,705.44
7,487.66
t6,os4.67
1,693.t2
53,586.62
4,687.063,119.667,839.01
12,705.44
7,487.66
76,054,67

1.693.12
53,586.62
FHLMC MULTIFAMILY STRUCTURED PDTD 1 1/01/2015 2.7 160/o O6 | 0I I 2022 FHLMC SERIES KO32 A1DTD 09/0U2013 3.0160/o 0210U2023NAROT 2O2O-B A3 DlD 0613012020 0.550% 0711512024
NAROT 2019-A A3
DTD 021 L3l20t9 2.900o/o tOl l5/2o23
ALLYA 2019.1 A3
DTD 021 l3l20t9 2.9t0o/o 09 1L512023
TAOT 2019-A A3
DID 021 l3l20t9 2.9too/o 07 | 1512023
BMWOT 2O2O-A A3
07l1\l)o?o 0.480o/o 1ñt)\tln)4

0.00 0.000.000.000.00
0,000.00

0.o0
Total
4,687.06

3.119.667.839.0L
t2,705.44

7.487.66
16,054.67

1.693.I2
53,586.62

7.87 (7.43\

0.21 r.92

0.90 2.930.13

6.s3

0.000.000,000.00

0.000.000.00o.oo
DTD
Transaction Type Sub-Total
SELL
rll}Llzr ru03l2t NORDEA BANK ABP NEW YORK CERT
DEPOS
DID 08 | 29 | 2019 1.850o/o 0B | 26 I 2022

SKANDINAV ENSKILDA BANK LT CD
DTD 09/03/20 19 1'8600/o 08 1 26 1 2022
US TREASURY NOTËS
D'lÐ 07 | 15 | 2020 1. 500o/o 0t I 15 | 2023
US TREASURY NOTESDlD 0vtsl2020 1.s00% 0uLsl2023DCENT 2019-A3 ADTD 10/3U2019 1.890o/o L011512024US TREASURY N/B NOTES D'tD 04 1 30 1 2021 0.7 s0% 04 1 30 1 2026

US TREASURY N/B NOTES
D-tD 061301202t 0.875o/o 0613012026

US TREASURY NOTES
DTD 01/3U2019 2.500o/o 01131/2024
ru0u2l
Lu0st2r
r7lt0l2tLlltsl2t
LLlt9l2trllt9/2r
r7l26l2t
ru03l2r
tu0Bl21
TLIIOI2L
turTlztLu23lzLru23l2l
tLl30l2l
655SBTLL783050PDR7
9t2828229
9L2828229254683CM5
91282C8W091282CCJ8
912828529
465,000.00
475.000.00
350,000.00
150,000.00
38s,000.00
230,000.00245,000.00
275,000.00
47t,067.844B1.119.03
355,468.75
152,28s.16
390,383.98
226,L63.6724L,659.96286,139.65
472,716.65
482.812.41
357.123.64
153,006.63
390,424.4r
226,273.27242,510.47288,418.86
6,067.846,119.034,019.53
1,664.06
5,466.68
(3,108.59)
(4,612.89)
7,761.¡-2
1,648.81 6,067.84 FIFO1.693.38
1,654.89
727.47

40.43 109.60
850.51
2,279.21

6.119.034,885.02
2,036.14s,432.52
(3.189.32)(4,ss7.80)
6,r4r.45

RFOFIFO
FIFO
FIFO
FIFOFlFO
FIFO
PFM Asset Management LLC Account 97480000 Page 34

pfrn
Managed Account Security Transactions & Interest For the Month Ending November 30,2O2l CITY OF YORBA LINDA - 974BOOOO
Transaction TypeTrade Settle
Principal
Proceeds
Accrued
Interest
Realized G/L
Cost
Realized G/L
Amoft Cost
Sale
Method
SELL
7Il29l2t
t7130127
1tl29l2r
r!3012r
CUSIP
9LZBZCCP4
9128285U0
Par
120.000.00
175,000.00
tr7.726.56t82,724.61
246.60

1.909.90
Totalt77,373.L6184.634.s1
(56.25)
827.r5
(96.96)
4,t09.62
Secu

US TREASURY N/B NOTES
DrD 07 13112021 0.6250/o 07 13112026

US TREASURY NOTES
1t70)7
FIFO
FIFO
DTD l2l37l2 lLB 2.6250/0 l2/3
Transaction Type Sub-Tota¡
Managed Account Sub-Total
Total Security Transactions
2,870,000.00 2t904tt39,2L 11,154,80 2,915,294.OL 18,148.28 26t947.54 (205,105.02) 62,225.93 (L42,879.O9) 18,154.81 26,947.54 ($205,105.02) ç62,225,93 ($142,879.09) $18,154.81 i26,947.s4 PFtl4 Asset fvlanagernent LLç Account 97480000 Page 35

COMMUNITY DEVELOPMENT DEPARTMENT
DATE: JANUARY 18, 2022
TO: HONORABLE MAYOR AND MEMBERS OF THE CITY COUNCIL
FROM: DAVID BRANTLEY, AICP, DIRECTOR OF COMMUNITY DEVELOPMENT PREPARED BY: JIM SOWERS, CBO, BUILDING OFFICIAL
SUBJECT: DEMOLITION PERMIT REQUEST FOR 5335 OHIO STREET

RECOMMENDATION
It is recommended that City Council approve the demolition permit request for 5335 Ohio Street.

BACKGROUND
The City has received a request from property owner, Jeff McAninch, to demolish an existing single-family dwelling located at 5335 Ohio Street.
 The existing structure is a two-story, wood framed single-family home on a raised foundation, with stucco and brick siding and a composition roof. The home is located on a 1.14-acre lot within the RE (Residential Estate) zone. The approximate living area is 2,536 s.f. with an attached 441 s.f. garage. The applicant proposes to demolish the existing home and construct a new 6,500 s.f. two-story, single-family home with a basement and a 600 s.f. attached garage. The home and garage will have stucco siding with brick and wood accents and a metal roof.  This property currently is served by Yorba Linda Water District, Southern California Edison, and Southern California Gas Co.

A review of this demolition permit request by City Council is required per City Council Policy P-4.

ANALYSIS
The existing residence, constructed in 1962, is a two-story 2,536 s.f. home with a 441 s.f. garage. Staff has concluded that, due to its age, the home was not included in the 2010 City Wide Historic Resources Survey, nor does it display any historical significance. Thus, demolition of the building would not result in any adverse impact to a historic structure.

DEMOLITION PERMIT REQUEST FOR 5335 OHIO STREET
P a g e | 2
Additionally, the applicant will be required to obtain an asbestos survey prior to demolition permit issuance. If the findings are positive, appropriate abatement measures will be required, and the South Coast Air Quality Management District will be notified.

FISCAL IMPACT
None.

ALTERNATIVES
The alternative would be for City Council to deny the demolition request.

ATTACHMENTS

1. Site Plan

2. Applicant’s Demolition Request Letter

3. Site Aerial Photograph

4. Front Elevation Photograph

12t13t2021

CITY OF YORBA LINDA
Building Division
4845 CASA LOMA AVE.,YORBA LIN DA, CA 92886
This letter is a request for a demo permit for 5335 Ohio Street in Yorba Linda. This residence is a 2-story wood framed structure on a raised foundation. The demo will disturb approximately 6000 s.f. or .15 acre of land. I have visited the Planning Department and after a review of the Historical.Surveys available it has been determined that this property has no historical significance.

This structure is my own properiy and is not and will not be occupied

SINCERELY,
àl'/M, lJEFF MCANINCH
(714) 788-1674
EGEIUE
DEC I g 2021
5335 OHIO STREET . YORBA LINDA, CA 92886 Page 179 of 246

PUBLIC WORKS DEPARTMENT
DATE: JANUARY 18, 2022
TO: HONORABLE MAYOR AND MEMBERS OF THE CITY COUNCIL
FROM: JAMIE LAI, PUBLIC WORKS DIRECTOR / CITY ENGINEER
PREPARED BY: JOSE ROMANI, ENGINEERING AIDE
SUBJECT: APPROVAL OF ADMINISTRATIVE ENCROACHMENT AGREEMENT WITH THE PROPERTY OWNER OF 21525 DUNROBIN WAY

RECOMMENDATION
It is recommended that the City Council:

1. Allow certain patio cover overhangs to be constructed and used within the City’s Storm Drain easement at the subject address, and

2. Authorize the City Manager to execute the proposed Administrative Encroachment Agreement containing covenants affecting real property with the property owner at 21525 Dunrobin Way, Yorba Linda, CA.

BACKGROUND
The property owner, Michael & Lisa Amling, at 21525 Dunrobin Way, Yorba Linda, CA has requested roof overhangs to be constructed, installed, maintained, and used within the City Storm Drain easement (Attachment 1 – Vicinity Map). The use is related to the proposed detached solid wood patio cover (Building Permit YL-0069685).

DISCUSSION
Staff has evaluated the request and the potential impacts to the City’s Storm Drain easement and finds that the proposed improvements and uses will not introduce a significant impact to the Storm Drain easement, or its intended uses. The proposed improvements within the Storm Drain easement are minor obstructions that do not significantly impact the access or the integrity of the storm drain facility once the improvements are implemented.

The attached agreement (Attachment 2 – Administrative Encroachment) highlights the owner’s responsibilities moving forward. If approved, the agreement stipulates that the owner shall not allow any of the improvements or any persons constructing, installing, maintaining, using, repairing, replacing, or removing said improvements to functionally obstruct or impair access on the City’s Storm Drain easement, as determined by the City Engineer.

A P P R O V A L O F A D M I N I S T R A T I V E E N C R O A C H M E N T A G R E E M E N T W I T H T H E P R O P E R T Y O W N E R O F 2 1 5 2 5 D U N R O B I N W A Y .

P a g e | 2
Though there is a City Council policy in place to address such permanent encroachments, an encroachment agreement was deemed appropriate in this case given the need to memorialize the more stringent ongoing maintenance and up-keep responsibilities of the owner. An easement vacation of the subject area is not recommended.

FISCAL IMPACT
There is no direct fiscal impact associated with the approval of the proposed agreement.

The owner will be required to pay for staff time associated with processing any permits, as allowed in the City’s User Fee Schedule.

ALTERNATIVES
The City Council could impose additional requirements to the agreement on the owner.

However, staff has reviewed the minor impacts to the City’s Storm Drain easement and has found that the agreement adequately addresses those impacts in a manner that allows for the encroachment in the easement area.

ATTACHMENTS
Attachment 1 – Vicinity Map
Attachment 2 – Administrative Encroachment Agreement

City of Yorba Linda
Public Works
ATTACHMENT 1
Vicinity Map -
21525 Dunrobin Way
Source: City of Yorba Linda, 2021 Vicinity Sites Page 184 of 246

2284/009410-0001
12966724.1 a12/13/21 -1-

EXHIBIT A
LEGAL DESCRIPTION OF OWNER’S PROPERTY
That a portion of Lot 26 of Tract 13691 in the City of Yorba Linda, in County of Orange, State of California, as shown on a map filed in book 616, page 42 and 47, inclusive, of Miscellaneous Maps, in the Office of the County Recorder of said County.

2284/009410-0001
12966724.1 a12/13/21 -2-

EXHIBIT B

SITE PLAN OF THE CITY EASEMENT

2284/009410-0001
12966724.1 a12/13/21 -3-

EXHIBIT C
SITE PLAN OF OWNER’S IMPROVEMENTS

1. Minor building (roof) overhang on 10-ft City Storm Drain Easement.

PUBLIC WORKS DEPARTMENT
DATE: JANUARY 18, 2022
TO: HONORABLE MAYOR AND MEMBERS OF THE CITY COUNCIL
FROM: JAMIE LAI, P.E., DIRECTOR OF PUBLIC WORKS / CITY ENGINEER PREPARED BY: JESSE GUTIERREZ, ASSESSMENT DIST. MANAGER
SUBJECT: RESOLUTION NO. 2022-5780 - INTENT TO VACATE A PORTION OF THE LANDSCAPE EASEMENT AT 5851 DEERFOOT LANE

RECOMMENDATION
It is recommended that City Council:

1. Adopt Resolution No. 2022-5780, declaring its intent to vacate a portion the landscape easement at 5851 Deerfoot Lane; and

2. Direct staff to require a release of liability agreement be executed by the property owner to allow the existing above grade irrigation lines to be left in place; and

3. Set February 15, 2022, as the Public Hearing date for the vacation process.

BACKGROUND
The property owner at 5851 Deerfoot Lane (“Subject Property”) has requested a partial vacation of the landscape easement on the property in order to construct a fence along the rear perimeter of the property. The Subject Property is located near the end of the cul-desac on Deerfoot Lane and is in Local Landscape Assessment District (LMAD) Zone L4A.

DISCUSSION
The property owner submitted a site plan with a proposed fence along the back perimeter of the property. Staff reviewed the site plan and found that the proposed improvements are located within a city easement for landscape purposes. The easement area is located on a landscaped slope that was part of the original development.

The proposed improvements would conflict with the irrigation and maintenance operations of the landscaped area. The property owner indicated an interest in acquiring a portion of the landscape easement. The existing irrigation system would be modified to exclude the area proposed to be vacated. Staff reviewed the property owner’s proposed improvements within the landscape easement and find in favor of a partial vacation the landscape easement.

R E S O L U T I O N N O . 2 0 2 2 - 5 7 8 0 - I N T E N T T O V A C A T E A P O R T I O N O F T H E L A N D S C A P E E A S E M E N T A T 5 8 5 1 D E E R F O O T L A N E P a g e | 2
Streets and Highways Code Section 8300 et seq. sets forth the procedures for vacating public service easements such as the subject landscape easement. First, the City Council adopts a resolution declaring its intent to vacate the easement, instructs the City Clerk to set the hearing, and further, publishes and posts the required notices. By adopting the attached resolution, the City Council will initiate the process for partially vacating the referenced portion of the landscape easement.

The public hearing must be scheduled for a date that is at least fifteen (15) days after the date the proceedings were initiated. Additionally, the notice of the public hearing must be published for two successive weeks prior to the public hearing. Based upon these time constraints, City staff anticipates that the public hearing on the partial vacation of the easement will occur on February 15, 2022. At the public hearing, the City Council may order the partial vacation of the easement after hearing all testimony and evidence presented by interested persons, if the City Council finds that such easement is unnecessary for present or prospective public use.

Pursuant to Government Code 65402, the Planning Commission will need to make a finding that the proposed disposition of the property is consistent with the City’s General Plan. This is scheduled to occur at the next available Planning Commission meeting.

FISCAL IMPACT
The costs associated with the posting of public notices, staff time, and consultant time to prepare plat and legal descriptions will be covered using the deposited funds provided by the property owner.

ALTERNATIVES
Do not set the Public Hearing and provide alternative direction to staff.

ATTACHMENTS

1. Vicinity Map

2. Resolution No 2022-5780

Not to Scale
BASTANCHURY RD.

IMPERIAL HWY 90
YORBA LINDA BLVD.

LAKEVIEW AVE. FAIRMONT BLVD.

VILLAGE CENTER DR.

CA-91 HWY CITY OF YORBA LINDA YORBA RANCH RD. NORTH CA-57 HWY City of Yorba Linda
Public Works
KELLOGG DR.

VACATION SITE

VICINITY MAP
ATTACHMENT No. 1

KELLOGG DRIVE

DEERFOOT LANE

ARROYO CAJON DR IVE

VACATION SITE

RESOLUTION NO. 2022-5780

A RESOLUTION OF THE CITY COUNCIL OF THE CITY

OF YORBA LINDA, CALIFORNIA, DECLARING ITS

INTENT TO A PARTIAL VACATION OF THE LANDSCAPE
EASEMENT AT 5851 DEERFOOT LANE
WHEREAS, the City Council of the City of Yorba Linda ("City Council") desires to initiate proceedings to vacate a portion the landscape easement at 5851 Deerfoot Lane in the City of Yorba Linda, County of Orange, California (Subject Property); and WHEREAS, in order to vacate a portion of the landscape easement on the Subject Property, the City Council must find that it is unnecessary for present or prospective public use; and
WHEREAS, in order for the City Council to initiate proceedings to vacate a portion of the landscape easement on the Subject Property, it must comply with the provisions of the Public Streets, Highways, and Service Easements Vacation Law of the Streets and Highway Code of the State of California (Streets and Highways Code §8300 et. seq.) ("Vacation Law"); and
WHEREAS, the Vacation Law requires specific procedures for the vacation of public streets and easements.

NOW, THEREFORE, BE IT RESOLVED by the City Council of the City of Yorba Linda as follows:

Section 1. The City Council, under the authority vested in it by the Vacation Law, hereby initiates proceedings to vacate a portion of the landscape easement on the Subject Property and set a hearing for all persons interested in or objecting to the proposed vacation the landscape easement on the Subject Property.

Section 2. The time and place for hearing all persons interested in or objecting to the proposed vacation is to be held on February 15, 2022, at 7:00 p.m. in the Council Chambers at 4845 Casa Loma Avenue, Yorba Linda, California.

Section 3. The City Clerk shall cause this Resolution to be posted and published in the manner prescribed by the Vacation Law.

Section 4. The City Engineer shall post notices conspicuously along the line of the Subject Property at least two weeks prior to the public hearing on February 15, 2022.

Such notices shall be posted not more than 300 feet apart, but at least three (3) notices shall be posted. Furthermore, each notice so posted shall make reference to the passage of this Resolution and shall state the time and place of the public hearing.

Section 5. The City Clerk shall certify as to the adoption of this Resolution.

RESOLUTION NO. 2022-5780
PAGE NO. 2
PASSED, APPROVED AND ADOPTED at a regular meeting of the City Council of the City of Yorba Linda on this 18th day of January, 2022. __________________________

CARLOS RODRIGUEZ, MAYOR

CITY OF YORBA LINDA
ATTEST:
____________________________

MARCIA BROWN, CITY CLERK

CITY OF YORBA LINDA
APPROVED AS TO FORM:

RUTAN & TUCKER LLP
__________________________

CITY ATTORNEY

STATE OF CALIFORNIA )
ss.

COUNTY OF ORANGE )
I, MARCIA BROWN, City Clerk of the City of Yorba Linda, California, DO HEREBY CERTIFY that the foregoing Resolution was adopted at a regular meeting of the City Council of the City of Yorba Linda held on the 18th day of January, 2022, and was carried by the following roll call vote:

AYES: COUNCILMEMBERS:

NOES: COUNCILMEMBERS:

ABSENT: COUNCILMEMBERS:
________________________________

MARCIA BROWN, CITY CLERK

CITY OF YORBA LINDA

ADMINISTRATION DEPARTMENT
DATE: JANUARY 18, 2022
TO: MAYOR AND CITY COUNCIL
FROM: DAVID CHRISTIAN, ASSISTANT CITY MANAGER
SUBJECT: LETTER OF INTENT TO EXPLORE INSTALLATION OF SOLAR CANOPIES

AT CITY FACILITIES

RECOMMENDATION
It is recommended that the City Council authorize the City Manager to execute a Letter of Intent (LOI) with ForeFront Power to explore the feasibility and cost effectiveness of installing solar canopies at various City facilities.

BACKGROUND
Over the past several years, City staff have considered a number of solar projects at various City facilities for feasibility and cost effectiveness. However, none of the proposed projects made sense from a cost savings standpoint.

In addition, we have recently learned that the California Public Utilities Commission (CPUC) is considering a proposal that would drastically change the rate structure as it pertains to unused solar energy that is sold back to the utility for credits as well as the connectivity of solar power to the utility grid making it less cost effective than it currently is.

DISCUSSION
The City was recently approached by ForeFront Power with a request to perform a Renewable Energy Assessment. ForeFront is a renewable energy provider that was selected in a statewide competitive request for proposal (RFP) process initiated by the School Project for Utility Rate Reduction (SPURR), via their Renewable Energy Aggregated Procurement (REAP) program. SPURR is a Joint Powers Authority acting as a buying consortium for the aggregated procurement of utilities and is available for all California public agencies. It has been determined that the City may rely on this competitive procurement process in-lieu of doing its own RFP.

The initial assessment from ForeFront resulted in a proposal for the installation of solar canopies at three different City facilities that would appear to generate enough renewable energy to make it cost effective for the City. However the plans are very preliminary and City staff have not had adequate time to fully review them at a detailed level and make any modifications. However, if the City were to submit certain paperwork prior to the pending

LETTER OF INTENT TO EXPLORE INSTALLATION OF SOLAR CANOPIES AT CITY

FACILITIES
P a g e | 2
decision by the CPUC, we could be grandfathered in with the current rate structure which has the potential to provide cost savings to the City.

Nothing in the LOI commits the City to completing a project with ForeFront, but simply allows them to file applications on our behalf prior to any rate changes that would adversely affect any potential cost savings. Any project that is considered at any City facility would go through the normal approval process and ultimately be brought before the City Council for final approval at a later date.

FISCAL IMPACT
There is no fiscal impact for executing the LOI. Should the City enter into the LOI and then later terminate it within a one year period, there would be minor administrative costs payable to ForeFront.

ALTERNATIVES
Do not authorize the City Manager to execute the LOI an issue a separate RFP. However, this will take a considerable amount of time and would not allow the City to be grandfathered in with the current rate structure.

ATTACHMENTS
None.

ADMINISTRATION DEPARTMENT
DATE: JANUARY 18, 2022
TO: HONORABLE MAYOR AND MEMBERS OF THE CITY COUNCIL
FROM: MARK PULONE, CITY MANAGER
PREPARED BY: TODD LITFIN, CITY ATTORNEY
SUBJECT: AUTHORIZATION OF TELECONFERENCED MEETINGS PURSUANT TO AB 361

RECOMMENDATION
It is recommended that the City Council adopt Resolution No. 2022-5779 authorizing teleconferenced meetings pursuant to the requirements of AB 361.

BACKGROUND
During the COVID-19 pandemic, the Governor issued Executive Order No. N-29-20, which suspended the Brown Act’s requirements for teleconferencing, so long as specified requirements relating to public participation in such meetings were satisfied. That executive order was recently rescinded. In its place, the State legislature and the governor have approved Assembly Bill 361 (AB 361). AB 361 modifies the teleconferencing requirements of the Brown Act to allow a legislative body to meet without granting public access to the locations where members of the body are teleconferencing, such as their private residences, or allowing public access to public facilities as long as the public may participate electronically/telephonically in real time during the meeting.

AB 361 imposes three primary requirements for virtual public meetings:
 A proclaimed state of emergency coupled with imposed or recommended social distancing measures, or a vote that as a result of the emergency, meeting in person would present imminent health or safety risks;  For meetings subsequent to the first AB 361 virtual meeting, certain enumerated findings authorizing teleconferenced meetings pursuant to AB 361; and
 Compliance with public notice and “real time” participation requirements either telephonically or via an internet based provider. Local agencies may not require that comments be submitted in advance, and no official action may occur if public access to the virtual meeting is disrupted.

As to the current status of whether there is an “emergency”, on March 4, 2020, Governor Gavin Newsom proclaimed a state of emergency in California due to the COVID-19

T E L E C O N F E R E N C E D M E E T I N G S P U R S U A N T T O A B 3 6 1 P a g e | 2
pandemic. The emergency is currently extended until March 31, 2022. Furthermore, effective December 15, 2021, the California Department of Public Health (CDPH) issued a requirement for masks to be worn in all indoor public settings, irrespective of vaccine status, until January 15, 2022. CDPH has extended this requirement to February 15, 2022 The current state of emergency authorizes local agencies to conduct meetings under AB 361 with the adoption of the attached resolution containing the findings required by AB 361.

In order to continue to conduct meetings pursuant to AB 361, the City has to readopt the findings every 30 days.

FISCAL IMPACT
Minimal costs pertaining to providing remote access to Councilmembers, City staff and the public.

ALTERNATIVES
Not approve Resolution No. 2022-5779 and either conduct meetings in person or pursuant to the normal teleconferencing requirements of the Brown Act.

ATTACHMENTS

1. Resolution No. 2022-5779.

539/009410-1001
17372307.1 a01/14/22
RESOLUTION NO. 2022-5779

A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF

YORBA LINDA, CALIFORNIA, MAKING FINDINGS

NECESSARY FOR REMOTE PARTICIPATION IN PUBLIC

MEETINGS OF THE CITY COUNCIL AND COMMISSIONS OF

THE CITY OF YORBA LINDA, AS AUTHORIZED BY
ASSEMBLY BILL 361
WHEREAS, the Ralph M. Brown Act (Brown Act) requires, with specified exceptions, that all meetings of the City Council of the City of Yorba Linda, and its subordinate legislative bodies (collectively, “Public Bodies”), be open and public and that all persons be permitted to attend and participate; and WHEREAS, the Brown Act allows for meetings to occur via teleconferencing subject to certain requirements, particularly that Public Bodies notice each teleconference location of each member that will be participating in the public meeting, that each teleconference location be accessible to the public, that members of the public be allowed to address the Public Body at each teleconference location, that the Public Body post an agenda at each teleconference location, and that at least a quorum of the Public Body participate from locations within the boundaries of the City; and WHEREAS, during the COVID-19 pandemic and pursuant to authority provided under the California Emergency Services Act, the Governor issued Executive Order No.

N-29-20, which suspended the Brown Act’s requirements for teleconferencing provided that notice and accessibility requirements were met, the public members were allowed to observe and address Public Bodies at their meetings, and that the Public Body had a procedure for receiving and swiftly resolving requests for reasonable accommodation for individuals with disabilities; and
WHEREAS, Executive Order No. N-29-20 has been rescinded; and WHEREAS, on September 16, 2021 the Governor signed Assembly Bill 361 (AB 361) which establishes further refinements to the procedures that may be used by the City when allowing for remote participation in meetings of Public Bodies; and WHEREAS, AB 361 authorizes the City to use teleconferencing without complying with the teleconferencing requirements imposed by the Brown Act (prior to adoption of AB 361) when the City Council finds that the meeting will be held during a declared state of emergency and state or local health officials have imposed or recommended measures to promote social distancing (Remote Participation Findings); and WHEREAS, if the Remote Participation Findings are made, AB 361 requires that Public Bodies give notice of the meeting and post agendas, as described in AB 361, to allow members of the public to access the meeting and address the Public Body, to give notice of the means by which members of the public may access the meeting and offer public comment, including an opportunity for all persons to attend via a call-in option or

RESOLUTION NO. 2022-5779
PAGE 2
539/009410-1001
17372307.1 a01/14/22 -2-
an internet-based service option, and to conduct the meeting in a manner that protects the statutory and constitutional rights of the parties and the public appearing before the Public Body; and
WHEREAS, if the City exercises the option for remote participation under AB 361, it cannot require that public comments be submitted in advance of the meeting and body must provide an opportunity for the public to address Public Bodies and offer comment in real time; and
WHEREAS, when there is a continuing state of emergency and state or local officials have imposed or recommended measures to promote social distancing, AB 361 requires that the City Council make specified findings not later than 30 days after the first teleconferenced meeting pursuant to AB 361, and to make those findings every 30 days thereafter, in order to continue to meet under the abbreviated teleconferencing procedures specified therein; and
WHEREAS, on March 4, 2020, Governor Newsom declared a state of emergency pertaining to Covid and that state of emergency has been extended until at least March 31, 2022; and
WHEREAS, effective December 15, 2021, the California Department of Public Health (CDPH) issued a requirement for masks to be worn in all indoor public settings, irrespective of vaccine status, until January 15, 2022. CDPH has extended this requirement to February 15, 2022; and
NOW, THEREFORE, BE IT RESOLVED AND ORDERED by the City Council of the City of Yorba Linda, California as follows:

SECTION 1. The above recitals are true and correct and incorporated herein.

SECTION 2. The City Council of the City of Yorba Linda, for itself and for each of its subordinate legislative bodies, finds and declares as follows:
 A continued state of emergency, as declared by the State of California, exists.  The City Council of the City of Yorba Linda has reconsidered the circumstances of the state of emergency.
 The state of emergency continues to directly impact the ability of the Council members to meet safely in person and the City of Yorba Linda and State of California continue to impose or recommend measure to promote social distancing including without limitation (i) promoting and utilizing remote attendance options at City Council meetings, (ii) allowing work from home arrangements for City employees, (iii) using barriers and other means of separating employees from one another and from the public throughout City facilities and (iv) requiring masks to be worn regardless of vaccination status in all indoor public settings.

RESOLUTION NO. 2022-5779
PAGE 3
539/009410-1001
17372307.1 a01/14/22 -3-
SECTION 3. The City Council of the City of Yorba Linda, and all of its subordinate legislative bodies, shall comply with the provisions and requirements of AB 361 during each and every public meeting where remote participation of a Council member, board member, commissioner, or committee member (as the case may be) occurs, unless such participation complies with the Brown Act’s pre-AB 361 teleconferencing requirements.

SECTION 4. The City Manager, or designee, is authorized and directed to take all action necessary to implement this Resolution.

PASSED AND ADOPTED by the City Council of the City of Yorba Linda at a regular meeting held on the 18th day of January, 2022.
_________________________________

CARLOS RODRIGUEZ, MAYOR

CITY OF YORBA LINDA
ATTEST:
________________________________

MARCIA BROWN, CITY CLERK

CITY OF YORBA LINDA
APPROVED AS TO FORM:

RUTAN & TUCKER, LLP
________________________________

CITY ATTORNEY

RESOLUTION NO. 2022-5779
PAGE 4
539/009410-1001
17372307.1 a01/14/22 -4-

STATE OF CALIFORNIA )

COUNTY OF ORANGE ) SS

CITY OF YORBA LINDA )
I, MARCIA BROWN, City Clerk of the City of Yorba Linda, HEREBY DO CERTIFY that the foregoing Resolution was duly adopted at a regular meeting of the City Council of the City of Yorba Linda, held on the 18th day of January, 2022.

AYES: COUNCIL MEMBERS: Campbell, Haney, Hernandez, Huang, Rodriguez NOES: COUNCIL MEMBERS: None
ABSENT: COUNCIL MEMBERS: None
________________________________

MARCIA BROWN, CITY CLERK

CITY OF YORBA LINDA

CITY OF YORBA LINDA

PLANNING COMMISSION

AGENDA ITEM SUMMARY
Meeting Date: January 12, 2022
Community Development Department
Planning Division
Director
David Brantley, AICP
ELECTION OF OFFICERS FOR THE YEAR 2022
A motion was made by Commissioner Bernstein, Second by Commissioner Masterson that the Planning Commission approve their nominee, Karalee Darnell for Chair. The motion carried (5-0) with the following roll call vote:

AYES: Darnell, Masterson, Pease, Bernstein, Singh
NOES: None
ABSENT: None
ABSTAIN: None
A motion was made by Commissioner Singh, Second by Commissioner Bernstein that the Planning Commission approve their nominee, Robert R. Pease II, for Chair Pro Tem. The motion carried (5-0) with the following roll call vote:

AYES: Darnell, Masterson, Pease, Bernstein, Singh
NOES: None
ABSENT: None
ABSTAIN: None

1. PUBLIC HEARING RE: GENERAL PLAN AMENDMENT 2021-01 CITY OF YORBA LINDA Summary: An amendment to the Circulation Element of the General Plan and approval of an Addendum to the 2016 Certified General Plan Environmental Impact Report.

CEQA STATUS: The City has prepared an Addendum to the 2016 Certified General Plan Environmental Impact Report (SCH No. 2016031025) to comply with the provisions of the California Environmental Quality Act (hereinafter “CEQA”) pursuant to State CEQA Guidelines Sections 15162 and 15164.

MEASURE B APPLICABILITY: a) Vote – No; b) Public Notice – No TRAFFIC COMMISSION REVIEW: Yes
RECOMMENDATION: To adopt a resolution recommending approval of the project.

A motion was made by Chair Pro Tem Pease, Second by Commissioner Bernstein adopting Resolution No. 5486 recommending that the City Council approve the draft Addendum to the 2016 Certified Environmental Impact Report (EIR) for the Circulation Element Update and approve an amendment to the Circulation Element. The motion carried (5-0) with the following roll call vote:

AYES: Darnell, Masterson, Pease, Bernstein, Singh
NOES: None Page 214 of 246
2 ABSENT: None
ABSTAIN: None

2. PUBLIC HEARING RE: GENERAL PLAN AMENDMENT 2021-01 CITY OF YORBA LINDA Summary: An update of the Housing Element of the General Plan for 2021-2029.

CEQA STATUS: This General Plan Amendment is covered by the “common sense” exemption (CEQA Guidelines Section 15061(b)(3)) which provides that CEQA applies only to projects that have the potential for causing a significant effect on the environment.

MEASURE B APPLICABILITY: a) Vote – No; b) Public Notice – No TRAFFIC COMMISSION REVIEW: No
RECOMMENDATION: To adopt a resolution recommending approval of the project.

A motion was made by Chair Pro Tem Pease, Second by Commissioner Masterson adopting Resolution No. 5487 recommending that the City Council approve the Housing Element update for 2021-2029 with removal of one site. The motion carried (5-0) with the following roll call vote:

AYES: Darnell, Masterson, Pease, Bernstein, Singh
NOES: None
ABSENT: None
ABSTAIN: None

3. DESIGN REVIEW 2021-15 YOU AESTHETICS
Summary: A request to modify the building façade and floor plan of the existing commercial building at the southwest corner of Main Street and Lemon Drive by re-facing the entire building exterior to accommodate a new beauty spa business. (APN: 323-304-25) CEQA STATUS: Categorical Exemption (Class 1, Existing Facilities) MEASURE B APPLICABILITY: a) Vote – No; b) Public Notice – No TRAFFIC COMMISSION REVIEW: No
RECOMMENDATION: To approve the project by minute motion.

A minute motion was made by Commissioner Bernstein, Second by Commissioner Singh approving Design Review 2021-15 You Aesthetics with conditions. The motion carried (5-0) with the following roll call vote:

AYES: Darnell, Masterson, Pease, Bernstein, Singh
NOES: None
ABSENT: None
ABSTAIN: None

4. DESIGN REVIEW 2021-13 DENNY’S RESTAURANT
Summary: A request to modify the building façade and floor plan of the existing commercial building (previously occupied by Lamppost Pizza) located within the Valley View Shopping Center at the southwest corner of Yorba Linda Boulevard and Richfield Road by re-facing the entire building exterior to accommodate a new Denny’s Restaurant. (APN: 341-241-57) CEQA STATUS: Categorical Exemption (Class 1, Existing Facilities) MEASURE B APPLICABILITY: a) Vote – No; b) Public Notice – No TRAFFIC COMMISSION REVIEW: No
RECOMMENDATION: To approve the project by minute motion. Page 215 of 246 3 A minute motion was made by Commissioner Pease, Second by Commissioner Singh approving Design Review 2021-13 Denny’s, eliminating Condition Nos. 5-8. The motion carried (5-0) with the following roll call vote:

AYES: Darnell, Masterson, Pease, Bernstein, Singh
NOES: None
ABSENT: None
ABSTAIN: None

5. LOT LINE ADJUSTMENT 2021-04 CROSSPOINTE CHURCH
Summary: A request to remove the common property line to consolidate two existing parcels (APNs 323-271-38 & -51) into a single lot and adjust the lot lines between two other parcels (APNs: 323-271-54 & -58)., to accommodate future development and align property lines with the current uses, for the property addressed as 18821 and 18881 Yorba Linda Boulevard and 18822 Deville Drive located on the west side of Ohio Street north of Yorba Linda Boulevard, within the RE (Residential Estate) zone.

CEQA STATUS: Categorical Exemption (Class 5, Minor Alterations in Land Use Limitations) MEASURE B APPLICABILITY: a) Vote – No; b) Public Notice – No TRAFFIC COMMISSION REVIEW: No
RECOMMENDATION: To adopt a resolution approving the project.

A motion was made by Commissioner Bernstein, Second by Commissioner Masterson adopting Resolution No. 5488 approving Lot Line Adjustment 2021-04 Crosspointe Church.

The motion carried (5-0) with the following roll call vote:

AYES: Darnell, Masterson, Pease, Bernstein, Singh
NOES: None
ABSENT: None
ABSTAIN: None
Adjournment: The meeting adjourned at 7:33 p.m. to the January 26, 2022, Planning Commission meeting at 6:30 p.m.

CITY CLERK'S OFFICE
DATE: JANUARY 18, 2022
TO: HONORABLE MAYOR AND MEMBERS OF THE CITY COUNCIL
FROM: MARCIA BROWN, CMC, CITY CLERK
SUBJECT: COUNCIL COMMITTEE AND AGENCY REPORTS

RECOMMENDATION
It is recommended that the City Council receive and file this report.

DISCUSSION
City Council members serve on a number of outside committees and agencies. Attached are updates received recently from these agencies.

ATTACHMENTS

1. Reports from City Council Organizations, Agencies and Committees

ABOUT
The Regional Council is
the governing board of
the Southern California
Association of
Governments and
consists of 86 elected
officials representing 191
cities, six counties,
county transportation
commissions,
transportation corridor
agencies, tribal
governments and air
districts in Southern
California.

AGENDA
Click here for current and
archived Regional
Council meeting
agendas.

HIGHLIGHTS FROM THE MEETING
In December 2021, SCAG leadership joined senior city officials for an informative presentation and tour of some of the exciting happenings in the City of Anaheim.

ACTION

REGIONAL COUNCIL VOTES TO SUPPORT THE COMMUNITY

PLANNING VOTER INITIATIVE
SCAG’s Regional Council today voted to support the proposed Community Planning Voter Initiative. The proposed initiative would amend the state’s constitution to specify that local city and county land-use and zoning laws override state laws when they conflict. It does make some exceptions for coastal land-use regulations, power generating facilities, and the development of water, communication, or transportation infrastructure projects. Furthermore, it prevents the Legislature and local legislative bodies from passing laws invalidating voter-approved local land-use or zoning initiatives. Lastly, the proposed measure would prohibit the state from changing, granting or denying funding to local governments based on their implementation of this measure.

As of Nov. 1, 2021, proponents of the initiative have 180 days to collect nearly one million signatures needed to appear on the November 2022 election ballot.

ACTION
SCAG AIMS TO SPONSOR STATE LEGISLATION FOR 2022
The Regional Council today voted to pursue an expansion to the “Infill Infrastructure Grant Program ” and “Incentives for RHNA Production” as its first and second choice concepts, respectively, for a SCAG sponsored legislative bill for the 2022 state legislative year. Additionally, SCAG will pursue a longterm legislative goal of serving as a leader and convener of an effort to modernize the California Environmental Quality Act (CEQA). SCAG staff will provide regular updates to the Legislative/Communications and Membership Committee (LCMC) on the progress of the legislative concept and advise on partnership, coalition building and advocacy opportunities and efforts. Learn more about SCAG’s legislative and advocacy efforts at scag.ca.gov/legislation.

INFO

REGIONAL COUNCIL APPROVES ONE-TIME FUNDS FOR TWO

SCAG PROGRAMS
The Regional Council today approved the acceptance of one-time funds for the study of Supporting Infrastructure for Medium and Heavy Duty Zero Emission Trucks and SCAG’s Broadband Program respectively.

STUDY OF SUPPORTING INFRASTRUCTURE FOR MEDIUM AND HEAVY

DUTY ZERO EMISSION TRUCKS
Connect SoCal, the 2020 Regional Transportation Plan and Sustainable Communities Strategy, includes a technology advancement plan with the focus on the long-term goal of a zero-emission goods movement system where technically feasible and economically viable. The Electric Power Research Institute, on behalf of the California Energy Commission Research Hub for Electric Technologies in Truck Applications Grant, has provided a grant of $600,048 to support SCAG’s study of Supporting Infrastructure for Medium and Heavy Duty Zero Emission Trucks. Through this grant, SCAG will develop a zero-emission charging and fueling infrastructure plan for medium and heavyduty trucks.

BROADBAND PROGRAM
On Feb. 2, 2021, SCAG’s Regional Council resolved to assist in bridging the digital divide in underserved communities. To support this endeavor, the California Emerging Technology Fund has provided a grant of $250,000 for overall general support for SCAG’s Broadband Program. Funding would assist in the procurement and development of general broadband strategic services and technical studies to develop solutions to assist in the rapid deployment of broadband infrastructure and technology.

NEWS FROM THE PRESIDENT

SCAG KICKS OFF THE REGIONAL ADVANCE MITIGATION

PLANNING ADVISORY TASK GROUP
SCAG held the kickoff meeting for the Regional Advance Mitigation Planning – Advisory Task Group (RAMP-ATG) on Dec. 10, 2021. The RAMP-ATG is chaired by President Clint Lorimore and includes Regional Council members Sean Ashton, Curt Hagman, Peggy Huang, and David Pollock. The meeting included a brief overview presentation from SCAG staff on Regional Advance Mitigation Planning, including its benefits for regional growth and examples of established initiatives across the SCAG region.

The RAMP-ATG will meet at least three more times before disbanding upon reporting to both the Regional Council and Energy & Environment Committee, which is anticipated in April 2022. The next meeting is planned for Jan. 28 from 3 to 5 p.m. Upcoming meetings will include presentations on existing regional advance mitigation programs, a review of feedback from interviews with the county transportation commissions, a presentation of the RAMP white paper outline and final draft, and the finalization of recommendations on a policy framework for advanced mitigation, including guidance for aligning the SoCal Greenprint and its data layers with related policy objectives. All meetings are open to the public and stakeholders are encouraged to submit public comments. For more information, please visit scag.ca.gov/ramp-atg.

SCAG LEADERSHIP MEETS WITH NEW ASSEMBLY HOUSING

COMMITTEE CHAIR, MEMBERS OF THE ASSEMBLY HOUSING

WORKING GROUP
SCAG leadership met with Assemblymember Buffy Wicks (D-Oakland), the newly appointed Chair of the Assembly Housing and Community Development Committee, and Assemblymembers Robert Rivas (D-Salinas) and Timothy Grayson (D-Concord), in follow-up meetings to the Roundtable meetings hosted by the State Assembly’s Housing Working Group last fall.

On Dec. 16, 2021, SCAG President Clint Lorimore, LCMC Chair Alan Wapner, and LCMC Vice –Chair Peggy Huang met with Assemblymember Rivas (DSalinas), who expressed his support for more local tools to address housing affordability, including tax increment financing and revisiting redevelopment. He also suggested that the Assembly would focus its attention on housing production and the projected budget surplus in 2022.

On Dec. 20, 2021, President Lorimore, First Vice President Jan Harnik, Second Vice President Carmen Ramirez, LCMC Chair Wapner, and LCMC Vice-Chair Huang met with Assemblymember (D-Concord). Assemblymember Grayson expressed his support for regional solutions to the housing crisis instead of one-size-fits-all policies. As the former Chair of the City of Concord’s Redevelopment Agency, Assemblymember Grayson appreciated SCAG’s continued support for tax increment financing to fund housing development and the infrastructure to support it.

In the meeting with Chair Wicks, the board officers and LCMC leadership were anxious to lend their Southern California experience and experience. Chair Wicks recognized that the state’s diverse regions face different challenges to address the housing crisis and that the Housing Roundtables helped to convey that. She expressed the need for ongoing funding to incentivize the creation of affordable housing and expressed support for housing for the “missing middle.” While the Chair’s goal is to focus on housing production, she also stated that there will be ongoing conversations surrounding balancing local control and meeting the state’s housing production goals.

SCAG leadership will continue to meet with other Assemblymembers who attended the Housing Roundtables and continue to share the Regional Council’s housing legislative priorities with them.

SCAG TOURS THE CITY OF ANAHEIM
SCAG President Clint Lorimore and Executive Director Kome Ajise joined Regional Council member Trevor O’Neil and senior city officials for an informative presentation and tour of some of the exciting happenings in the City of Anaheim. Topics covered included the city’s housing element and recent affordable housing developments, Smart Center City Anaheim parking guidance and mobile application (which received SCAG grant funding), and the income-qualified electric vehicle rideshare program developed by Anaheim’s municipal public utility. Participants also learned about the proposed pedestrian-friendly ocV!be project that will bring many benefits for Anaheim residents and visitors. The City of Anaheim was an early leader in mixed-use development and allows for by-right housing development when certain

conditions are met. Many recent projects in the city have placed a strong emphasis on walkability and overall quality of life.

NEWS FROM THE EXECUTIVE DIRECTOR
2022 SCAG SUSTAINABILITY AWARDS CALL FOR

NOMINATIONS
SCAG is now accepting nominations for the 2022 SCAG Sustainability Awards.

Each year, the Sustainability Awards celebrate plans and projects that use innovative planning to promote a healthier, happier, and resilient Southern California. Now through Thursday, Jan. 13, nominations will be accepted for the following award categories:
• Active, Healthy and Safe Communities
• Clean Cities: Alternative Fuels & Infrastructure
• Efficient & Sustainable Land Use
• Equity
• Green Region Initiative: Resource Conservation & Climate Action • Housing Innovation
For questions regarding the 2022 Sustainability Awards, please contact Lyle Janicek at [email protected]. For more information on the SCAG Sustainability Awards including the award criteria or to view past award winners visit scag.ca.gov/sustainabilityawards.

LAST CHANCE TO APPLY FOR THE HOUSING POLICY

LEADERSHIP ACADEMY
The deadline to apply for the Housing Policy Leadership Academy is coming up! Apply today to join local and regional leaders in advancing policies to create more inclusive, vibrant communities with housing at all income levels.

Funded with support from the Regional Early Action Planning (REAP) grant program, the Housing Policy Leadership Academy engages emerging and established community leaders in a free, 10-session virtual workshop focused on best practice housing policy. Sessions explore how policy shapes our housing ecosystem, the fundamentals of housing policy and legislation, and opportunities to advance pro-housing policy in your community and region.

Submit your application by Monday, Jan. 10. Learn more about the program at scag.ca.gov/hpla.

Read the full Executive Director's Report for January 2022 and see past reports on the SCAG website.

UPCOMING MEETINGS

JANUARY
10th General Assembly Host Committee
18th Legislative/Communications & Membership Committee
20th Technical Working Group
20th Sustainable and Resilient Communities & Natural and Farm Lands Working Groups
25th Regional Transit Lanes Technical Advisory Committee 25th Transportation Conformity Working Group
26th Modeling Task Force
28th Regional Advanced Mitigation Planning – Advisory
Task Group
31st Regional Transit Technical Advisory Committee

FEBRUARY
1 st Aviation Technical Advisory Committee
2 nd Executive/Administration Committee
3 rd Regional Council and Joint Meeting of the Policy
Committees
15th Legislative/Communications & Membership Committee
18th Regional Advanced Mitigation Planning – Advisory
Task Group
22nd Transportation Conformity Working Group
23rd Audit Committee
24th Emerging Technology Committee

SOUTHERN CALIFORNIA ASSOCIATION OF

GOVERNMENTS
900 Wilshire Blvd., Ste. 1700, Los Angeles, CA 90017
(213) 236-1800 | scag.ca.gov

COUNTY REGIONAL OFFICES
Imperial | Orange | Riverside | San Bernardino | Ventura Copyright © 2022, SCAG
Subscribe to the SCAG Spotlight newsletter.

Transportation Corridor Agencies
For the December 9-10, 2021, Meetings

BOARD MEETING HIGHLIGHTS

F/ETCA BOARD OF DIRECTORS
Peggy Huang, Chair,

YORBA LINDA
Joseph Muller, Vice Chair,

DANA POINT
Trevor O’Neil,

ANAHEIM
Farrah Khan,
IRVINE
Scott Voigts,

LAKE FOREST
Patricia Kelley,

MISSION VIEJO
Mark A. Murphy,
ORANGE
Anthony Beall,

RANCHO SANTA MARGARITA
John Taylor,

SAN JUAN CAPISTRANO
David Penaloza,

SANTA ANA
Austin Lumbard,
TUSTIN
Donald P. Wagner,
COUNTY OF ORANGE, 3RD DIST.

Doug Chaffee,
COUNTY OF ORANGE, 4TH DIST.

Lisa Bartlett,
COUNTY OF ORANGE, 5TH DIST.

Ryan Chamberlain, Ex-Officio
Member, CALTRANS DIST. 12

SJHTCA BOARD OF DIRECTORS
Patricia Kelley, Chair,

MISSION VIEJO
Will O’Neill, Vice Chair,

NEWPORT BEACH
Richard Hurt,

ALISO VIEJO
Arlis Reynolds,

COSTA MESA
Richard Viczorek,

DANA POINT
Farrah Khan,
IRVINE
Janine Heft,

LAGUNA HILLS
Fred Minagar,

LAGUNA NIGUEL
Cynthia Conners,

LAGUNA WOODS
John Taylor,

SAN JUAN CAPISTRANO
David Penaloza,

SANTA ANA
Donald P. Wagner,
COUNTY OF ORANGE, 3RD DIST.

Lisa Bartlett,
COUNTY OF ORANGE, 5TH DIST.

Ryan Chamberlain, Ex-Officio
Member, CALTRANS DIST. 12
73/133/241/261 TOLL ROADS

TRANSPORTATION CORRIDOR AGENCIES JOINT STRATEGIC PLANNING

WORKSHOP DISCUSS PATHS FOR FUTURE
On December 9 and 10, the Boards of the Foothill/Eastern Transportation Corridor Agency (F/ETCA) and San Joaquin Hills Transportation Corridor Agency (SJHTCA) expressed support for the seven pillars of the Transportation Corridor Agencies’ (TCA) seven-year Strategic Plan: finance, capital project delivery, environmental stewardship, tolling technology, customer service, communications and regional mobility partnerships. The Agencies’ Strategic Plan documents will include input provided by the Boards at their December meeting and presented in early 2022 for final consideration and adoption.

In addition to staff presentations for the Strategic Plan’s seven pillars, two panels took place that 1) reflected on the founding of the Agencies’ and 2) looked at what the future of transportation can look like in Orange County. The reflections panel included former Board Members who played pivotal roles in founding TCA and establishing a solid foundation that has enabled the Agencies to succeed through both prosperous and challenging times. The future of transportation panel included individuals from leading private sector companies in the field of transportation technology and transportation policy experts who provided an overview of how technologies such as autonomous vehicles and in-road charging are quickly being advanced and can soon become a reality in Orange County and across the globe.

F/ETCA BOARD APPROVES CONTRACTS TO COMPLETE REPAIR OF TOLL

FACILITIES DAMAGED BY SILVERADO FIRE
The F/ETCA Board unanimously awarded construction contracts to SJD&B, Inc. and the Griffith Company to repair damages caused by the 2020 Silverado Fire to the State Route (SR) 241 Tomato Springs Mainline Toll Point buildings, a staircase on SR 133 at the Orange Grove Mainline Toll Point and landscaping and irrigation at both toll locations.

Permanent repairs are required to restore the regular operation and maintenance of the tolling infrastructure.

By issuing separate contracts to complete the needed work, the F/ETCA was able to reduce the total cost of repairs by nearly $600,000. Additionally, the F/ETCA is seeking reimbursement for the repair costs and associated fees for design and construction management from the Agency’s insurance company. The insurance carrier has indicated their agreement with the amount submitted for full reimbursement, minus the Agency’s deductible.

A
message
from the
Executive
Director
Greetings from your
CALAFCO Board of Directors
and Executive Director. As
we wind down 2021, the
holidays and year-end are a
great time to reflect on
where we’ve been and look to
the future. We wish you and your
families all the best in the coming
year.

This Fourth Quarterly Report of 2021 will begin by highlighting the news in our CALAFCO family first, followed by Association updates. It’s been a very busy 4th quarter so there’s lots of news to report. Happy reading!
Congratulations on these retirements
This year we‘ve seen a lot of retirements, and this quarter is no different. We want to congratulate two long-time LAFCo leaders on their retirements. Their contributions to CALAFCO and to LAFCos statewide are far too numerous to list here.

Needless to say, they both leave huge shoes to fill and will be greatly missed. We wish them both all the best in their retirement!
After a 35-year LAFCo career, Roseanne Chamberlain,
Amador LAFCo Executive
Officer (EO), is retiring.

Roseanne began her LAFCo
career as a public member
Commissioner for Sacramento
LAFCo. She served on the
CALAFCO Board for 6 years
with 2 of those years as Chair
of the Board. Her distinguished
career also includes work as
EO and Interim EO for several LAFCos. In 2013, Roseanne was the recipient of CALAFCO’s Distinguished Service Award.

Also calling it time to retire this month is San Mateo LAFCo Executive Officer (EO) Martha Poyatos. Her LAFCo career began 28 years ago in San
Mateo and she’s done it all
there from commission clerk to
analyst and EO. In 2008, Martha
received CALAFCO’s Outstanding
LAFCo Professional Award.

Martha also served two terms as
CALAFCO Deputy Executive
Officer for the coastal region
from 2018-2021.

Los Angeles LAFCo Commissioner Retires
Long-time LA LAFCo commissioner Richard Close, the San
Fernando Valley public member, retired after 25 years of service. Commissioner Close was re-appointed to
consecutive four-year terms for more than two decades. He served with distinction, even surviving a challenge to his position on the Commission, given that he was a longstanding proponent of the proposed secession of the San Fernando Valley from the City of Los Angeles. Fellow
commissioners lauded Commissioner Close’s intellect,
integrity, and independence in representing the San
Fernando Valley.

Amador LAFCo Announces New Executive Officer
Amador LAFCo announced the hiring of Kris Berry as the
new Executive Officer (EO). Kris retired earlier this year as the EO of Placer LAFCo.

San Mateo LAFCo Announces Interim Executive Officer
Rob Bartoli will transition to the Interim EO position for San Mateo LAFCo effective January 1, with the departure of
Martha.

Napa LAFCo Announces New Quarterly Newsletter
Napa LAFCo began a Quarterly Newsletter earlier this year.

The newsletter features local LAFCo news of note and
what’s on the horizon. You can find it on their website.

San Diego LAFCo Welcomes New Analyst
Carolanne Ieromnimon recently joined the San Diego LAFCo team. She started with San Diego LAFCo earlier this year as an intern and is now a full-time Analyst.

MARK YOUR CALENDARS FOR THESE UPCOMING CALAFCO
EDUCATIONAL EVENTS!
CALAFCO 2022 STAFF WORKSHOP
Join us March 23- 25 at the Hyatt Regency Newport Beach John Wayne Airport when we FINALLY get LAFCo staff
together for the Workshop. It’s been so long since we’ve gathered in person and the time is finally here! All
Workshop details including info about the program,
registration and hotel reservations will be posted on the CALAFCO website the first week of January.

News from the Board of Directors
CALAFCO QUARTERLY December 2021
LAFCos in the News
CALAFCO Educational Events

Deadline to register for the Workshop is March 9 and hotel reservation cutoff date is February 22.

CALAFCO UNIVERSITY
We are pleased to continue
offering webinars at no
cost to our members. We
have two CALAFCO U webinars scheduled for the first
quarter 2022, so mark your calendars!

First up on January 10 is The Property Tax Elements of
Jurisdictional Changes and Fiscal Reviews. Our property tax expert will share resource reports such as trends of value change, revenue calculations, and budget forecast tools that are useful resources for LAFCos when conducting MSRs.

Other panelists will share case studies and perspectives on budget forecasting. Registration for this session closes January 5.

Scheduled for February 23 is a session on Best Practices for Hiring in the New World (Post-Pandemic). We will feature a labor/employment law attorney, recruiting firm executive, and an Executive Officer, all of whom will share the myriad of things we need to know as we navigate the new (and wild) labor market seeking the best candidates in this postpandemic world.

Details for all CALAFCO University courses are on the
CALAFCO website.

CALAFCO Congratulates the 2021 Annual Achievement
Award Recipients
We wish to congratulate all of this year’s nominees, and especially those who received a 2021 Achievement Award.  Outstanding Commissioner –Olin Woods (Yolo LAFCo)
 Outstanding LAFCo Professional – Crystal Craig
(Riverside LAFCo)
 Outstanding CALAFCO Associate Member – Planwest
Partners
 Mike Gotch Excellence in Public Service (protection of ag/open space land & urban sprawl prevention) – Napa
LAFCo, City and County of Napa and Senator Bill Dodd
 Mike Gotch Excellence in Public Service (innovation,
collaboration, outreach) – Yolo LAFCo
 Lifetime Achievement – Jerry Gladbach (LA LAFCo)
CALAFCO Board and Regional Officer Changes
Results of the October CALAFCO Board of Directors elections netted several new Board members for 2022. Earlier this month, Board member David West (Imperial LAFCo) who
held the southern region public member seat, resigned from the Board. With a term set to expire October 2022, at their January 21 meeting the Board will appoint a replacement to fill that unexpired term.

Current Board members include:

Northern: Bill Connelly (Butte), Blake Inscore (Del Norte), Debra Lake (Humboldt) and Josh Susman (Nevada).

Southern: Mike Kelley (Imperial), Jo MacKenzie (San Diego) and Acquanetta Warren (San Bernardino).

Coastal: Chris Lopez (Monterey), Mike McGill (Contra Costa), Margie Mohler (Napa) and Shane Stark (Santa Barbara).

Central: Gay Jones (Sacramento), Daron McDaniel (Merced), Anita Paque (Calaveras) and Daniel Parra (Fresno).

In October the Board said goodbye to David Couch
(Humboldt) and Tom Murray (San Luis Obispo). We thank
them for their service and many contributions to CALAFCO.

Additionally, at their November meeting the Board
approved the new Coastal and Central region DEO
appointments. We welcome Dawn Mittleman Longoria
(Napa) and José Henríquez (Sacramento) to the team. We
thank outgoing DEOs Christine Crawford (Yolo) and Martha Poyatos (San Mateo) for their service.

CALAFCO Board 2022 Officers and Committees
At the October 8 meeting, the CALAFCO Board elected their officers for 2022 as follows:

Chair–Anita Paque (Calaveras - central)
Vice Chair–Bill Connelly (Butte - northern)
Treasurer–Margie Mohler (Napa - coastal)
Secretary–Acquanetta Warren (San Bernardino - southern) They also appointed members to the 2022 standing
committees as follows:

Legislative Committee Elections Committee
Bill Connelly (North) Bill Connelly
Anita Paque (Central) Jo MacKenzie (Chair)
Jo MacKenzie (South) Margie Mohler
Mike McGill (Coastal) Daniel Parra
Gay Jones (At-Large)
Margie Mohler (a) (At-Large) Awards Committee
Michael Kelley (a) (South) Blake Inscore (Chair)
Chris Lopez (a) (Coastal) Debra Lake
Daron McDaniel (a) (Central) Daniel Parra
Josh Susman (a) (North) Shane Stark
Acquanetta Warren
News from the Board of Directors
CALAFCO QUARTERLY December 2021

2021 CALAFCO Achievement Award Recipients
CALAFCO Board of Directors

2022 Annual Conference
Gay Jones
Daron McDaniel
Mike McGill
Josh Susman

CALAFCO BOARD ACTIONS
The Board met virtually on October 8 and
appointed the staff members of the
2022 Legislative and Advisory
Committees. In addition to the actions
noted on page 2 of this Report, they also adopted their 2022 annual meeting calendar and approved the FY 2020-21
annual tax filings.

They met virtually on November 12 with a full agenda. Under the leadership of Chair Anita Paque, the Board took a number of actions.
 The FY 2021-22 quarterly financial reports were
received. Revenues for the first quarter were mostly on track and expenses were far below the 24% point.
 Received the annual Administrative and Operational
Report. This is an annual item as part of corporation
best practice.
 Approved amendments/updates to the CALAFCO
Legislative Policies, Priorities and Issues of Interest. All recommended changes by the Legislative Committee
were approved and adopted.
 Considered and reaffirmed legislative priorities for
2022. The Board considered an additional proposal
received from San Diego LAFCo to sponsor a bill
making changes to Gov. Code Sec. 56430, requiring all
LAFCos to consider Municipal Service Reviews (MSRs)
in a 21-day noticed public hearing and all affected
service providers to place the MSR on their meeting
agenda for discussion. Given the Board previously
approved the sponsorship of three (3) bills for 2022,
this proposal was tabled for reconsideration again next year.

The Board’s direction to staff in terms of 2022
legislative priorities include sponsoring the annual
Omnibus bill, co-sponsoring changes to §56133 with
San Diego LAFCo (an item tabled in 2021), and to
proceed with wrapping up the work of the protest
provision rewrite working group.
 Closed session held to approve 2-month contract for
Pamela Miller as Executive Director. In closed session
the Board approved a contract for Pamela Miller for
Jan-Feb 2022 as a contract Executive Director
(transitioning from employee), with limited hours of
approx. 20 per week. There was also discussion about
priorities during this critical transition period.

All Board meeting documents are on the CALAFCO website.

The 2021 CKH Guides are now
available. You can download an
electronic copy from the CALAFCO
website. Pre-orders for printed hard
copies are now being accepted. You
will find all the details on the CALAFCO
website at www.calafco.org.

We will be updating the CALAFCO Member Directory in the next two months, so watch for an email from us requesting your changes.

January 3, 2022 marks the start of the
second year in the 2-year legislative
cycle. Once again the year is expected to
be wild and unpredictable. The State has
a large budget surplus which is creating
all kinds of early budget negotiating, as is
the influx of Federal money.

Legislators will hit the ground running
trying to move the large number of leftover 2-year bills through committee in January to meet deadlines. That action, along with introduction of new bills for the year, sets the table for a very busy January.

All bills being tracked by CALAFCO can be found on the
CALAFCO website inside the Legislation section of the site (log in with your member id first to access this section).

CALAFCO’s position on all bills is reflected there, and any letters issued by CALAFCO are posted. The CALAFCO
Legislative Committee meets regularly and all meeting
materials are located in the Legislation section of the CALAFCO website.

Watch for the two Local Government Committee and OPR
year-end legislative reports coming soon!
News from the Board of Directors
CALAFCO QUARTERLY December 2021

CALAFCO Administrative Update
CALAFCO Legislative Update

GOLD
Associate
Members
This section is dedicated to highlighting our Associate Members. The information below is provided to CALAFCO by the Associate member upon joining the Association. All Associate member information can be found in the CALAFCO Member Directory.

We are pleased to acknowledge our Gold
Associate Members in this edition and
thank all our Associate Members for their
support and partnership.

Best Best & Krieger
In meeting the needs of
public and private sector
clients, BB&K offers
unique experiences in
handling complex, multidisciplinary issues and providing solutions of common interest to leaders of both business and government,
including LAFCo law. BB&K has been CALAFCO’s legal
counsel since 1982. Visit www.bbklaw.com to learn more
about the expert legal services provided by BBK.

Colantuono, Highsmith & Whatley, PC
Colantuono, Highsmith & Whatley,
PC’s attorneys are among just a few
in California with deep expertise in
the Cortese-Knox-Hertzberg Act. The
firm currently serves as general
counsel to Calaveras, San Diego
and Yuba LAFCos and as alternate
counsel to several other LAFCos on matters as to which their general counsels have conflicts of interst. The Firm’s
attorneys also serve as special counsel to LAFCos throughout the state and have deep litigation expertise representing LAFCos in court. Colantuono, Highsmith & Whatley, PC has been a Gold Associate member since July 2008. Learn more about them at www.chwlaw.us.

CV Strategies
CV Strategies is a dedicated team helping companies with strategic planning, communications and training.

CV Strategies joined the CALAFCO team as a Gold Associate Member in the fall of 2016. To learn more about their team and the services they offer, visit them at
www.cvstrategies.com or contact Erin Kaiman at
[email protected].

CALAFCO wishes to thank all of our Associate Members for your ongoing support and partnership. We look forward to continuing to highlight you in future Quarterly Reports.

Did You Know??

CALAFCO Webinars & Courses Archived
Did you know that all CALAFCO Webinar
recordings on archived on the CALAFCO
website and available at no cost for ondemand viewing? Visit the CALAFCO website in the CALAFCO Webinars section (log in as a member first). There are now 49 CALAFCO U courses archived and 15 webinars are
archived and available for on-demand viewing!
Meeting Documents Online
Did you know that all CALAFCO Board of Directors and
Legislative Committee meeting documents are online? Visit the Boards & Committees pages in the Members Section of the site. Board documents cover 2008 to present and
Legislative Committee documents span 2007 to present.

Mark Your Calendars For These Upcoming
CALAFCO Events
 CALAFCO U webinar on Rev & Tax
Sharing – 1/10
 CALAFCO Board meeting – 1/21 (Sacto)
 CALAFCO Leg meeting – 1/28 (virtual)
 CALAFCO U webinar on Best Hiring Practices –2/23
 CALAFCO Leg meeting – 3/11 (virtual)
 CALAFCO Staff Workshop – 3/23 – 3/25 (Newport Beach)
The CALAFCO 2022 Calendar of Events can be found on the CALAFCO website.

News from the Board of Directors
CALAFCO QUARTERLY December 2021

CALAFCO Associate Members’ Corner

COMMUNITY DEVELOPMENT DEPARTMENT
DATE: JANUARY 18, 2022
TO: HONORABLE MAYOR AND MEMBERS OF THE CITY COUNCIL
FROM: DAVID BRANTLEY, AICP

DIRECTOR OF COMMUNITY DEVELOPMENT
PREPARED BY: NATE FARNSWORTH, PLANNING MANAGER
SUBJECT: INTRODUCTION OF ORDINANCE NO. 2022-1089 AND FIRST READING FOR ZONING CODE AMENDMENT ZCA 2021-01 – AN AMENDMENT TO CHAPTER 18.20 OF THE YORBA LINDA ZONING CODE TO ADD
REGULATIONS PERTAINING TO SENATE BILL 9 HOUSING

DEVELOPMENTS AND URBAN LOT SPLITS

RECOMMENDATION
It is recommended that the City Council introduce Ordinance No. 2022-1089 for first reading for Zoning Code Amendment ZCA 2021-01 to add regulations to Chapter 18.20 of the Yorba Linda Zoning Code related to Senate Bill 9 housing developments and urban lot splits.

BACKGROUND
On September 16, 2021, Governor Gavin Newsom signed Senate Bill 9 (SB 9), which significantly alters local authority related to uses permitted in single-family residential zones.

This bill will essentially allow a property owner by right to split a single-family zoned lot into two lots and/or place up to two housing units on a single-family zoned lot. However, the law does grant local jurisdictions with the ability to draft their own local ordinance to establish written, objective development standards to regulate these proposals.

On September 29, 2021, the Planning Commission directed staff to initiate a Zoning Code Amendment to create said local ordinance. On December 15, 2021, staff brought the draft ordinance forward through the public hearing process for consideration by the Planning Commission, which unanimously recommended by a 3-0 vote that the City Council adopt the proposed Zoning Code Amendment.

On December 21, 2021, these regulations were brought forward to the City Council as an urgency ordinance because SB 9 was to become effective on January 1, 2022. Without local control measures in place prior to January 1, 2022, the approval of urban lot splits and twounit projects based solely on the default standards currently in the City’s Code, without appropriate regulations governing lot configuration, unit size, height, setback, landscape, architectural review, among other things, would threaten the character of existing neighborhoods, and negatively impact property values, personal privacy, and fire safety.

INTRODUCTION OF ORDINANCE NO. 2022-1089 AND FIRST READING FOR ZONING CODE AMENDMENT ZCA 2021-01 – AN AMENDMENT TO CHAPTER 18.20 OF THE YORBA LINDA ZONING CODE TO ADD REGULATIONS PERTAINING TO SENATE BILL 9 HOUSING

DEVELOPMENTS AND URBAN LOT SPLITS
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These threats to public safety, health, and welfare justified adoption of this ordinance as an urgency ordinance to be effective as of January 1, 2022. Out of an abundance of caution, staff is recommending that the City Council adopt the same ordinance through the regular ordinance process in the rare potential case that the urgency ordinance is challenged. The text of the Zoning Code Amendment has not changed from the version the City Council adopted on December 21, 2021. The Council will also be required to conduct a second reading of the ordinance at a future meeting and the ordinance will become effective 30 days following the second reading.

DISCUSSION
Applicability Standards
Pursuant to Senate Bill 9, many single-family zoned lots are eligible for SB 9 housing developments and urban lot splits; however, there are several types of properties that are ineligible for SB 9 housing developments and urban lot splits, including, but not limited to the following:
1) Parcels located in an environmentally unsafe or sensitive area, such as wetlands, high or very high hazard severity zones (unless the site has adopted fire hazard mitigation measures required by existing building standards), a hazardous waste site, an earthquake fault zone, a flood plan or floodway, lands identified for conservation in an adopted natural community conservation plan, and lands under a conservation easement;
2) A parcel that requires the demolition or alteration of any affordable housing, rentcontrolled housing, housing that was withdrawn from rent within the last 15 years, or housing occupied by a tenant in the last three years;
3) A parcel designated as a historic landmark or within a designated historic district; 4) A parcel that has already been subject to a lot split through this lot split procedure; 5) A parcel that is adjacent to a parcel created through a lot split, if the owner or any person acting in concert with the owner subdivided the adjacent parcel; and 6) Any proposed lot split where the building official makes a written finding, based on a preponderance of the evidence, that the proposed project would have a specific, adverse impact upon the public health and safety or the physical environment and for which there is not feasible method to satisfactorily mitigate or avoid the specific, adverse impact.

Regulations on SB 9 Housing Developments
There are certain development standards SB 9 imposes on all applicable housing developments such as requiring that all residential lots zoned for single-family use shall be permitted to construct up to two dwelling units which are at least 800 square feet in floor area.

A local agency may impose objective zoning standards, objective subdivision standards, and

INTRODUCTION OF ORDINANCE NO. 2022-1089 AND FIRST READING FOR ZONING CODE AMENDMENT ZCA 2021-01 – AN AMENDMENT TO CHAPTER 18.20 OF THE YORBA LINDA ZONING CODE TO ADD REGULATIONS PERTAINING TO SENATE BILL 9 HOUSING

DEVELOPMENTS AND URBAN LOT SPLITS
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objective design review standards to the housing development, provided that they do not result in a unit size of less than 800 square feet. No setback can be required for an existing structure or structure constructed in the same location and to the same dimensions as an existing structure, but side and rear setbacks of up to four feet are allowed for SB 9 housing developments. Local agencies may not require dedications of right-of-way or construction of off-site improvements nor may they require the correction of nonconforming zoning conditions.

The draft ordinance includes specific written, objective development standards related to SB 9 housing developments, including, but not limited to the following:
1) A minimum of one parking space shall be required for each unit with some exceptions required by state law;
2) Building separation, landscaping and lot coverage standards of the applicable zoning district in which the lot is located shall be maintained; 3) Short term rentals are prohibited;
4) Mobile homes and recreational vehicles cannot be used as SB 9 housing developments;
5) The exterior design shall be compatible with the primary dwelling (if applicable) and with the surrounding neighborhood to the greatest extent feasible; 6) There shall not be more than one exterior entrance per unit on the street-facing side of the unit;
7) The units shall not exceed 16 feet in height and shall be single story; 8) No ADU or JADU shall be permitted on a lot which contains two SB 9 housing development units;
9) No SB 9 housing development shall be permitted on a lot which has non-conforming uses;
10)Housing units may be denied or may require Design Review if there is an issue with respect to adequate water/sewer, traffic flow, or public safety; and 11)Solar panels shall be required for any SB 9 housing development to an extent sufficient to meet the electrical load demand of each unit.

Since SB 9 allows these actions by right, they are exempt from environmental review under CEQA. Cities are also required to report on these housing developments in their annual housing element reports.

Regulations on SB 9 Urban Lot Splits
SB 9 also requires that jurisdictions allow for by right approval of urban lot splits, or the subdividing of residential parcels into two lots. SB 9 requires that these urban lot splits must meet certain development standards; however, SB 9 also allows jurisdictions to adopt additional written, objective development standards. Staff is proposing the following regulations for urban lot splits:

INTRODUCTION OF ORDINANCE NO. 2022-1089 AND FIRST READING FOR ZONING CODE AMENDMENT ZCA 2021-01 – AN AMENDMENT TO CHAPTER 18.20 OF THE YORBA LINDA ZONING CODE TO ADD REGULATIONS PERTAINING TO SENATE BILL 9 HOUSING

DEVELOPMENTS AND URBAN LOT SPLITS
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1) The parcel must be located in a single-family residential zone; 2) The two new parcels must be relatively equal in size (60%/40% maximum split); 3) The two new parcels must be no smaller than 1,200 square feet; 4) The property owner must occupy one of the housing units created by the lot split for a minimum of three years;
5) Easements may be required for public services/facilities and to ensure that parcels have access to the public right-of-way; and
6) Parcels subdivided using an urban lot split may not be further subdivided.

Since SB 9 allows these actions by right, they are exempt from environmental review under CEQA. Cities are also required to report on these urban lot splits in their annual housing element reports.

FISCAL IMPACT
Although no specific fee has been established for processing SB 9 housing developments or urban lot splits, the Council’s latest fee resolution (Resolution No. 2021-5745) states, “For services requested of City staff which have no fee listed in this fee schedule, the City Manager shall determine the appropriate fee based on the established hourly rates for the Planning Division.” Staff has determined that the fee for an accessory dwelling unit (flat fee of $1,507) is most similar to that of the SB 9 housing development and that the fee for a lot line adjustment (deposit of $2,462) is most similar to that of the SB 9 urban lot split. Staff will be bringing back a fee resolution at a future date to memorialize the fees for processing SB 9 housing developments and urban lot splits. Therefore, the cost of processing SB 9 housing developments and urban lot splits will be fully funded by the applicant.

ALTERNATIVES
1) The City Council could modify any of the proposed objective development standards to the extent that those changes still comply with the requirements of SB 9. Any significant changes would necessitate returning back to the Planning Commission for consideration of those changes through a public hearing.

ATTACHMENTS
1) Ordinance No. 2022-1089 (including Exhibit A)

ORDINANCE 2022-1089

AN ORDINANCE OF THE CITY COUNCIL OF THE CITY OF YORBA
LINDA ADOPTING ZONING CODE AMENDMENT 2021-01 AMENDING
CHAPTER 18.20 OF THE YORBA LINDA MUNICIPAL CODE TO ADD
ARTICLE XIV PERTAINING TO SENATE BILL 9 HOUSING

DEVELOPMENTS AND URBAN LOT SPLITS
WHEREAS, Senate Bill 9 (SB 9) was signed into law on September 16, 2021, by the Governor of the State of California and effective January 1, 2022, amending Government Code Sections 65852.21, 66411.7, and 66452.6 requiring jurisdictions allow for certain two-unit housing developments and urban lot splits to be approved by right in single-family residential zones; and
WHEREAS, in response to and in accordance with the provisions of SB 9, the City of Yorba Linda initiated Zoning Code Amendment 2021-01, in accordance with Section

18.36.610 of the Yorba Linda Municipal Code, to amend Chapter 18.20 to add Article XIV into the Yorba Linda Municipal Code pertaining to SB 9 housing developments and urban lot splits; and
WHEREAS, Zoning Code Amendment 2021-01 is exempt from the requirements of the California Environmental Quality Act (CEQA) pursuant to Government Code Section 65852.21(j) and Section 66411.7(n); and
WHEREAS, Zoning Code Amendment 2021-01 is not a “major amendment” to a land use planning policy document as defined in the Yorba Linda Right-to-Vote Amendment (Measure B) and, therefore, is not subject to the approval of a majority vote of the electorate of the City to become effective; and
WHEREAS, pursuant to Section 18.36.620 of the Yorba Linda Municipal Code, a duly noticed public hearing on Zoning Code Amendment 2021-01 was held by the Planning Commission on December 15, 2021.

WHEREAS, it is in the best interest of the City and public to provide for the prompt adoption of local regulations intended to implement the requirements of the new state law allowing for two-unit housing developments and urban lot splits pursuant to Senate Bill 9 before the new state law goes into effect on January 1, 2022; and WHEREAS, the City Council of the City of Yorba Linda has determined that the employing the standard ordinance adoption procedures would create an undesired delay and obstacle to those property owners wishing to develop their properties in accordance with the requirements of Senate Bill 9 when the related new state law takes effect on January 1, 2022; and
WHEREAS, the adoption of this Ordinance is necessary to preserve the public health, safety and welfare to facilitate the orderly implementation of Senate Bill 9 related

ORDINANCE NO. 2022-1089
PAGE NO. 2
housing developments and urban lot splits by ensuring that objective local zoning, subdivision and design standards are in place prior to the January 1, 2022, effective date of the new state law in order to preserve the single-family ambience of neighborhoods in the City to the greatest extent allowable by the new state law.

NOW, THEREFORE, THE CITY COUNCIL OF THE CITY OF YORBA LINDA DOES HEREBY ORDAIN AS FOLLOWS:

SECTION 1. The Recitals above are true and correct and incorporated herein by this reference.

SECTION 2. The Planning Commission has read and considered Zoning Code Amendment 2021-01, as identified in Exhibit “A.”
SECTION 3. After consideration of the staff report and all of the information, testimony, and evidence presented at the public hearing, the City Council finds and determines that Zoning Code Amendment 2021-01 will not adversely affect the health, safety or welfare of the residents within the community, is in the public interest of the City of Yorba Linda, is consistent with the Yorba Linda General Plan and its various elements, and will not be contrary to other goals, objectives and/or policies of the Yorba Linda Zoning Code (Title 18 to the Yorba Linda Municipal Code).

Furthermore, the approval of urban lot splits and two-unit projects based solely on the default standards currently in the City’s Code, without appropriate regulations governing lot configuration, unit size, height, setback, landscape, architectural review, among other things, would threaten the character of existing neighborhoods, and negatively impact property values, personal privacy, and fire safety.

SECTION 4. The City Council finds and determines that Zoning Code Amendment 2021-01 is not a “major amendment” to a land use planning policy document as specified in Section 18.01.030 of the Yorba Linda Municipal Code; thus, Zoning Code Amendment 2021-01 does not require approval of a majority vote of the electorate of the City to become effective.

SECTION 5. The City Council does hereby determine or find that Zoning Code Amendment 2021-01 is exempt from the requirements of the California Environmental Quality Act (CEQA) pursuant to Government Code Section 65852.21(j) and Section 66411.7(n).

SECTION 6. The City Council does hereby approve and amend specified provisions in the Yorba Linda Zoning Code (Title 18 to the Yorba Linda Municipal Code) as identified in Exhibit “A” attached to this Resolution and incorporated herein by this reference (referred to herein as “Zoning Code Amendment 2021-01”).

PASSED, APPROVED AND ADOPTED at a regular meeting of the City Council of the City of Yorba Linda on this 1st day of February 2022.

ORDINANCE NO. 2022-1089
PAGE NO. 3
_____________________________

CARLOS RODRIGUEZ, MAYOR

CITY OF YORBA LINDA
ATTEST:
_______________________________

MARCIA BROWN, CITY CLERK

CITY OF YORBA LINDA
APPROVED AS TO FORM:

RUTAN & TUCKER, LLP
_______________________________

CITY ATTORNEY

STATE OF CALIFORNIA )
ss.

COUNTY OF ORANGE )
I, Marcia Brown, City Clerk of the City of Yorba Linda, do hereby certify that the foregoing Ordinance was duly adopted by the City Council of the City of Yorba Linda at a regular meeting on the 1st day of February, 2022, and was carried by the following roll call vote:

AYES: COUNCILMEMBERS: Campbell, Hernandez, Huang, Rodriguez NOES: COUNCILMEMBERS: None
ABSENT: COUNCILMEMBERS: Haney
____________________________________

MARCIA BROWN, CITY CLERK

CITY OF YORBA LINDA

Exhibit A
Article XIV. Senate Bill 9 (SB 9)
Housing Development Approvals and
Urban Lot Splits

18.20.1000 - Purpose and intent.

In accordance with California
Government Code Sections 65852.21,
66411.7, and 66452.6, the City intends
for this article to regulate SB 9 urban lot
splits and the ability to develop or create
two residential units within a singlefamily residential zone to the greatest extent feasible as permitted under
California housing laws, while retaining
the character of the City's single-family
neighborhoods. In doing so, and to
ensure that no avoidable adverse impacts
on the public health, safety, and general
welfare result from the creation of
multiple residential units on what
previously only allowed a single-family
dwelling, this article prescribes
standards for the approval of such units
and SB 9 related units and SB 9 urban
lot splits that limit the circumstances
under which they may be permitted
consistent with the purpose and intent of
this article. If there are any conflicts
between this local ordinance and
California Government Code Sections
65852.21, 66411.7, and 66452.6, then
the state law preempts any local law.

18.20.1010 – SB 9 Housing
Development and Lot Split
Applicability.

A proposed housing development
containing no more than two residential
units within a single-family residential
zone, and a parcel map for an SB 9
urban lot split, shall be considered
ministerially, without discretionary
review or a hearing, if the proposed SB 9
housing development and/or SB 9 urban
lot split meet all of the following
requirements:

A. The parcel is not located on a site
that is any of the following:

1. Within a high or very high fire
hazard severity zone, unless the subject
site has adopted fire hazard mitigation
measures pursuant to existing building
standards or state fire mitigation
measures applicable to the development.

2. A hazardous waste site, unless
the site has been appropriately cleared
for residential use.

3. Within a delineated earthquake
fault zone, unless the development
complies with applicable seismic
protection building code standards.

4. Within a special flood hazard
area subject to inundation by the 1
percent annual chance flood (100-year
flood) as determined by the Federal
Emergency Management Agency, unless
either of the following are met:
a. The site has been subject to a
Letter of Map Revision prepared by the
Federal Emergency Management
Agency and issued to the City; or
b. The site meets the Federal
Emergency Management Agency
requirements necessary to meet
minimum flood plain management
criteria of the National Flood Insurance
Program.

5. Lands identified for conservation
in an adopted natural community
conservation plan, habitat conservation
plan, other adopted natural resource
protection plan, lands under
conservation easement, or habitat for
protected species.

Exhibit A

6. Any other applicable
requirements specified in subparagraphs
(B) to (K), inclusive, of paragraph (6) of
subdivision (a) of California
Government Code Section 65913.4.

B. Notwithstanding any provision of
this section or any other local law, the
proposed housing development would
not require demolition or alteration of
any of the following types of housing:

1. Housing that is subject to a
recorded covenant, ordinance, or law
that restricts rents to levels affordable to
persons and families of moderate, low,
or very low income.

2. Housing that is subject to any
form of rent or price control through a
public entity’s valid exercise of its police
power.

3. Housing that has been occupied
by a tenant in the last three years. In the
event that a tenant has not occupied
housing upon which the SB 9 housing
development is proposed within the last
three years, the construction of the
proposed housing development does not
require the demolition of more than 25
percent of the existing exterior structural
walls.

C. The parcel subject to the
proposed housing development is not a
parcel on which an owner of residential
real property has exercised the owner’s
rights under Chapter 12.75 (commencing
with Government Code Section 7060) of
Division 7 of Title 1 to withdraw
accommodations from rent or lease
within 15 years before the date that the
development proponent submits an
application.

D. The development is not located
within a historic district or property
included on the State Historic Resources
Inventory, as defined in Section 5020.1
of the Public Resources Code, or within
a site that is designated or listed as a city
or county landmark or historic property
or district pursuant to a city or county
ordinance.

E. Only individual property owners
may apply for an urban lot split. “Individual
property owner” means a person holding fee
title individually or jointly in the person’s
own name or a beneficiary of a trust that
holds fee title. “Individual property owner”
does not include any corporation or
corporate person of any kind (partnership,
LP, LLC, C corp, S corp, etc.) except for a
community land trust (as defined by Rev. &
Tax Code § 402.1(a)(11)(C)(ii)) or a
qualified nonprofit corporation (as defined
by § 214.15)

18.20.1020 - Standards and criteria
for dwelling units created.

The following standards and criteria
shall apply to all proposed residential
units permitted under this Article.

Notwithstanding these requirements, all
residential lots zoned for single-family
use shall be permitted to construct up to
two dwelling units which are at least, but
no more than, 800 square feet in floor
area. For purposes of this section, any
existing dwelling including any
accessory dwelling unit or junior
accessory dwelling unit, shall count
towards the two dwelling unit maximum.

A. Setbacks. All SB 9 housing
developments shall maintain the front
yard setback for the applicable zoning
district in which the lot is located.

However, SB 9 housing developments
shall maintain a minimum four (4) foot
setback on the side and rear yards. No

Exhibit A
setback shall be required for an existing
structure or a structure constructed in the
same location and to the same
dimensions as an existing structure.

Whenever a side yard or rear yard abuts
a street, a minimum setback of 10 feet
shall be required on the street side yard
and the setback for the zone shall apply
to the rear street-side lot line.

B. Parking. A minimum of one
covered parking space shall be required
for each SB 9 housing development.

Notwithstanding this parking
requirement, the City shall not impose
parking standards for an SB 9 housing
development in any of the following
instances:

1. The parcel on which the SB 9
housing development is located is within
one-half mile walking distance of either
a high-quality transit corridor or a major
transit stop.

2. When there is a car share vehicle
located within one block of the parcel on
which the SB 9 housing development is
located.

C. Building separation, landscaping
and lot coverage requirements. Unless
otherwise specified in this Article, an SB
9 housing development shall comply
with the building separation, landscaping
and lot coverage standards of the
applicable zoning district in which the
lot is located.

The building lot coverage limitation
shall include all structures, including the
main residence, any SB 9 housing
development, any accessory dwelling
unit, garages, etc. The totality of the
structure(s) on the lot shall not exceed
the allowable building lot coverage
specified in the zone in which the SB 9
housing development is proposed.

D. Short term rentals prohibited. SB
9 housing developments shall not be
rented or leased for less than 30-
consecutive days. Furthermore, a Deed
Restriction prepared by the City shall be
recorded on the subject property prior to
issuance building permits of the SB 9
housing development stating that any
dwelling constructed upon property
subject to the SB 9 housing development
shall not be rented for less than 30 days
and that the deed restriction runs with
the land with the provision that this will
be enforced against future owners of the
property.

E. Mobile homes/recreational
vehicles. SB 9 housing developments
shall not be a mobile home or
recreational vehicle.

F. Exterior design. The design of
the SB 9 housing development,
including, but not limited to, building
form, materials, exterior finishes, color
scheme, and landscaping shall be
compatible with the primary dwelling (if
one exists) and with the surrounding
neighborhood to the greatest extent
feasible.

G. Exterior entrances. There shall
not be more than one exterior entrance
per unit on the front or on any street side
of the SB 9 housing development.

H. Maximum Height/Stories. All SB
9 housing developments shall be subject
to a height limitation of sixteen (16) feet
and shall be limited to one story.

I. Unless otherwise specified by the
provisions of this chapter or State law,

Exhibit A
SB 9 housing developments shall be
required to comply with all provisions of
the underlying zoning designation and
all regulations required for a primary
single-family dwelling unit, including
but not limited to all applicable building
and construction requirements.

J. The owner of the property shall
sign an affidavit stating that the
applicant intends to occupy one of the
housing units as their principal residence
for a minimum of three years from the
date of the approval of the lot split.

Furthermore, a Deed Restriction
prepared by the City shall be recorded
on the subject property prior to issuance
of building permits for any SB 9 housing
development stating that the applicant
shall occupy one of the dwelling units
constructed upon a parcel created by an
SB 9 housing development for a period
of three years from the date of approval
of the SB 9 housing development as his
or her primary residence and that the
deed restriction runs with the land with
the provision that this will be enforced
against future owners of the property for
a period of three years from the date of
approval.

K. No accessory dwelling unit or
junior accessory dwelling unit shall be
permitted on a lot which contains two
SB 9 housing development units.

L. No SB 9 housing development
shall be established on any lot which has
an existing development constructed
upon it, which is non-conforming with
respect to the City’s current use or
development standards without
obtaining a Design Review pursuant to
Article II of Chapter 18.36 of this title.

M. The City shall review each SB 9
Housing Development Application for
any other issues related to adequacy of
water or sewer services, and/or the
impact of the proposed development on
traffic flow, or public safety. In the
event that the City identifies a potential
issue with respect to adequate
water/sewer, traffic flow, or public
safety, the City may deny the
Application and/or require the applicant
to submit a Design Review pursuant to
Article II of Chapter 18.36 of this title.

N. Additional Requirements.

1. All SB 9 housing developments
shall be constructed upon a permanent
foundation.

2. SB 9 housing developments shall
include sufficient permanent provisions
for living, sleeping, eating, cooking, and
sanitation, including but not limited to
washer dryer hookups and kitchen
facilities.

3. All SB 9 housing developments
must have separate utility connections
and separate utility meters.

4. Each SB 9 housing development
unit shall be connected to the public
sewer, and that connection shall be
subject to a connection fee, or capacity
charge, or both.

5. All SB 9 housing developments
must meet the requirements of all
Uniform Codes, including but not
limited to the California Building Code
and the California Fire Code, as such
codes have been adopted and amended
by Title 15 of the City of Yorba Linda
Municipal Code.

Exhibit A

6. Solar panels shall be required for
any SB 9 housing development to an
extent sufficient to meet the electrical
load demand of each unit wherever
feasible.

7. No roof decks or balconies shall
be constructed above or upon a SB 9
housing development.

9. In the event that the property
upon which the SB 9 housing
development is proposed is located
within a Homeowners Association
(“HOA”), the applicant shall submit to
the City written evidence of the HOA’s
approval of the SB 9 housing
development concurrent with their SB 9
housing development permit application.

18.20.1030 – Standards and criteria
for SB 9 urban lot splits.

SB 9 urban lot splits must meet
all the following requirements:

A. The parcel map subdivides an
existing parcel to create no more than
two new parcels of approximately equal
lot area provided that one parcel shall
not be smaller than 40 percent of the lot
area of the original parcel proposed for
subdivision.

B. Both newly created parcels shall
be no smaller than 1,200 square feet.

C. Lots created from an SB 9 urban
lot split may not be further subdivided.

D. Neither the owner of the parcel
being subdivided nor any person acting
in concert with the owner may subdivide
an adjacent parcel using an SB 9 urban
lot split as provided in this Article.

E. An SB 9 urban lot split shall
comply with all applicable objective
requirements of the Subdivision Map
Act unless otherwise specified in this
Article or in State law.

F. No dedications of rights-of-way
or construction of off-site improvements
may be required for the parcels being
created. However, the City may require
any of the following conditions when
considering an application for a parcel
map for an SB 9 urban lot split:

1. Easements for the provision of
public services and facilities.

2. A requirement that all parcels
have access to, provide access to, or
adjoin the public right-of-way.

G. The owner of the property shall
sign an affidavit stating that the
applicant intends to occupy one of the
housing units as their principal residence
for a minimum of three years from the
date of the approval of the lot split.

H. A Deed Restriction prepared by
the City shall be recorded on the subject
property prior to issuance of the SB 9
urban lot split permit stating the
following:

1. That any dwelling constructed upon
property subject to the SB 9 urban lot
split shall not be rented for less than 30
days;

2. That the applicant shall occupy
one of the dwelling units constructed
upon a parcel created by an SB 9 urban
lot split for a period of three years from
the date of approval of the SB 9 urban
lot split as his or her primary residence;
and

Exhibit A

3. That the deed restriction runs
with the land and each provision therein
may be enforced against future owners
of the property.

I. Associated Permits. If an
application for a SB 9 urban lot split
triggers the requirement for a
discretionary or ministerial permit other
than a SB 9 urban lot split and/or a
building permit (including but not
limited to a Design Review and/or
Conditional Use Permit), those
associated permits must be applied for
and obtained prior to application for an
SB 9 urban lot split permit. The process
for obtaining the associated permit(s)
shall be as set forth in Chapter 18.36 of
this title.

18.20.870 - Notification.

The applicant shall provide the
Community Development Director with
property ownership information of the
adjacent and contiguous parcels for each
SB 9 housing development permit
application and SB 9 urban lot split
permit application. Additionally, the
applicant shall provide a radius map
drawn on the Assessor’s Parcel Map,
indicating the adjacent and contiguous
parcels.

The Community Development
Director shall provide written notice to
all adjacent property owners that the
proposed SB 9 urban housing
development and/or SB 9 urban lot split
has been determined to comply with all
provisions of this Article.

18.20.880 - Appeals.

An applicant or an interested and
affected person may file an appeal of a
determination to approve or deny an
application for an accessory dwelling
unit to the Planning Commission to
determine adherence to the standards in
this Article. Any such appeal shall be in
writing and accompanied by payment of
the fee for appeals, as established by
City Council resolution. The appeal shall
state the grounds for the appeal and shall
be filed with the City Clerk within
fifteen (15) calendar days of the
determination. The Planning
Commission shall, within thirty (30)
calendar days after the appeal is filed,
consider the appeal, without a public
hearing, and decide the matter as soon
thereafter as is reasonably feasible.

Notice of the appeal shall be given in
accordance with Section 18.20.870.