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Home My WebLink AboutAgenda - Agenda Packets - Regular Meeting 8/4/2020 AGENDA CITY COUNCIL – REGULAR MEETING THURSDAY, AUGUST 4, 2020 6:30 PM OPEN SESSION PUBLIC TELECONFERENCE NUMBER (951) 465-7684, Conference ID #:751 374 739 # SAN JACINTO CITY HALL 595 S. SAN JACINTO AVE SAN JACINTO, CA 92583 951-487-4330 City of San Jacinto Page 1 Updated 7/30/2020 5:02 PM ANDREW KOTYUK, MAYOR CRYSTAL RUIZ, MAYOR PRO TEM ALONSO LEDEZMA, COUNCILMEMBER JOEL LOPEZ, COUNCILMEMBER RUSS UTZ, COUNCILMEMBER IMPORTANT MESSAGE REGARDING AUGUST 4, 2020 CITY COUNCIL MEETING ***SPECIAL TELECONFERENCING MEETING PROCEDURES*** This meeting is being conducted utilizing teleconferencing and electronic means consistent with State of California Executive Order N-29-20 dated March 17, 2020, regarding the COVID-19 pandemic. The meeting may be joined telephonically by calling (951) 465-7684, Conference ID #:751 374 739 #. Submission of Public Comments: For those wishing to make public comments at the August 4, 2020 City Council meeting, please submit your comments by email to be read aloud at the meeting by the City Clerk. Email comments to Sherry Morton at smorton@sanjacintoca.gov. Please put “PUBLIC COMMENT” in the email subject line. Email comments on matters not on the agenda must be received prior to the time the Mayor calls the item for Public Comments. Email comments on the agenda items must be received prior to the time the Mayor closes public comments on the agenda item. All email comments shall be subject to the same rules as would otherwise govern speaker comments at the Council meeting. Electronic comments on agenda items for the August 4, 2020 may only be submitted via email and comments via text and social media (Facebook, Twitter, etc.) will not be accepted. Submission of Public Hearing Comments: Please put “COMMENT FOR PUBLIC HEARING” in the subject line. Reading of Public Comments: The City Clerk shall read all email comments, provided that the reading shall not exceed three (3) minutes, or such other time as the Council may provide, consistent with the time limit for speakers at a Council meeting. The email comments submitted shall become part of the record of the Council meeting. In compliance with the Americans with Disabilities Act, if you need special assistance to participate in this meeting, please contact the office of the City Clerk at 951-487-7339. Notification 48 hours prior to a meeting will enable the City to make reasonable arrangements to ensure accessibility to that meeting [28 CFR 35.102.35.104 ADA Title II]. City of San Jacinto Page 2 Updated 7/30/2020 5:02 PM 1. ORGANIZATION 1.1. Roll Call 1.2. Invocation 1.3. Pledge of Allegiance 1.4. Mayor / Council Member Reports / Discussions 1.5. Late Items 2. PUBLIC COMMENTS 3. JOINT CONSENT CALENDARS 3.A. Consent Calendar - City Council 3.A.1. Waiver of Full Reading of Ordinance(s), and Reading by Title Only 3.A.2. Minutes of the July 16, 2020 Special Meeting RECOMMENDATION: Staff recommends that the City Council approve the minutes of the July 16, 2020, Special City Council meeting. Department: City Clerk 3.A.3. Minutes of the July 21, 2020 Regular Meeting RECOMMENDATION: Staff recommends that the City Council approve the minutes of the July 21, 2020, Regular City Council meeting. Department: City Clerk 3.A.4. Treasurer’s Report at June 30, 2020 RECOMMENDATION: Receive and File Treasurer’s Report for the month ending June 30, 2020. Department: Finance 3.A.5. Professional Services Agreement (2nd Extension) – Dave’s Hauling, Right of Way Work RECOMMENDATION: Staff recommends that the City Council approve a 9-month professional services agreement extension and contract amendment with Dave’s Hauling for right-of-way clean-ups. Department: Public Utilities City of San Jacinto Page 3 Updated 7/30/2020 5:02 PM 3.A.6. Long-Term Renewable Energy Contract Between Sierra Pacific Industries and California Choice Energy Authority, on Behalf of San Jacinto Power RECOMMENDATION: Approve California Choice Energy Authority entering into a long-term renewable energy contract with Sierra Pacific Industries on behalf of San Jacinto Power. Department: Finance 3.B. Consent Calendar - Successor Agency to the Redevelopment Agency of the City of San Jacinto 4. DISCUSSION ITEMS 4.1. Complete Streets Safety Assessment Final Report RECOMMENDATION: Staff recommends that the City Council receive public comment on the Complete Streets Safety Assessment (CSSA) and approve Engineering Department prioritization of CSSA report recommendations. Department: Engineering 4.2. Adoption of Urgency Ordinance 20-11, Extending Temporary Outdoor Dining RECOMMENDATION: Adopt, by a 4/5 vote, AN URGENCY ORDINANCE OF THE CITY COUNCIL OF THE CITY OF SAN JACINTO EXTENDING SPECIAL TEMPORARY PROCEDURES FOR OUTDOOR DINING AND OTHER BUSINESS OPERATIONS. Department: City Attorney 4.3. Wording for Transactions and Use (Sales) Tax (TUT) Measure Argument Supporting Voter Approval of the Measure on November 3, 2020, General Election Ballot RECOMMENDATION: Staff recommends that the City Council discuss support for an argument in favor of the TUT ballot measure on the November 3, 2020, General Election Ballot. Department: City Manager 5. CITY MANAGER UPDATE 6. FUTURE REQUESTS FROM CITY COUNCIL TO STAFF 7. ADJOURNMENT DOCUMENTS RELATED TO OPEN SESSION AGENDAS (SB343) - Any public record, relating to an open session agenda item, that is distributed within 72 hours prior to the meeting is available for public inspection at the public counter located in the Administration Building of City Hall, 595 S. San Jacinto Avenue, San Jacinto, CA 92583. City of San Jacinto Page 4 Updated 7/30/2020 5:02 PM I, Sherry Morton, City Clerk of the City of San Jacinto, do hereby certify that I caused to be posted the foregoing agenda this 30th day of July 2020 as requested by law. Sherry Morton, City Clerk August 4, 2020 TO: City Council REQUESTED BY: Angela Walton, City Clerk APPROVED BY: Robert A. Johnson, City Manager SUBJECT: July 16, 2020 Special Minutes RECOMMENDATION: Staff recommends that the City Council approve the minutes of the July 16, 2020, Special City Council meeting. ATTACHMENTS: 7-16-20 Special Action Minutes 3.A.2 Packet Pg. 5 MINUTES CITY COUNCIL – SPECIAL MEETING TUESDAY, JULY 16, 2020 3:00 PM CLOSED SESSION 4:00 PM OPEN SESSION – TELEPHONICALLY (951) 465-7684, Conference ID #: 339 913 976# SAN JACINTO CITY HALL 595 S. SAN JACINTO AVE SAN JACINTO, CA 92583 951-487-4330 1. ORGANIZATION 1.1 Public Comments on Closed Session Items 1.2 Closed Session 1.2.1. CONFERENCE WITH LEGAL COUNSEL – ANTICIPATED LITIGATION, SIGNIFICANT EXPOSURE TO LITIGATION (Gov. Code Section 54956.9): One Case Mayor Andrew Kotyuk called the meeting to order at 4:23 p.m. 1.3 Closed Session Report City Manager Robert Johnson stated there was no report from Closed Session. 1.4 Roll Call Records Clerk Julia Espinoza conducted the roll call: Teleconferenced in: Councilmember Joel Lopez, Councilmember Russ Utz, Mayor Andrew Kotyuk, Councilmember Alonso Ledezma, Mayor Pro Tem Ruiz Absent: None 1.5 Invocation Mayor Pro Tem Ruiz gave the invocation. ANDREW KOTYUK, MAYOR CRYSTAL RUIZ, MAYOR PRO TEM ALONSO LEDEZMA, COUNCILMEMBER JOEL LOPEZ, COUNCILMEMBER RUSS UTZ, COUNCILMEMBER 3.A.2.a Packet Pg. 6 Attachment: 7-16-20 Special Action Minutes (July 16, 2020 Special Minutes) 1.6 Pledge of Allegiance Councilmember Lopez led the Pledge of Allegiance. 2. PUBLIC COMMENTS Public comments submitted electronically:  Tessie Hall  Sonya Adamski 3. JOINT CONSENT CALENDARS City Council Consent Calendar Item 3.A and Successor Agency Item 3.B Consent Calendars were heard concurrently. 3.A. Consent Calendar – City Council 3.A.1. Resolution No. 3821 – Authorization to Participate in the County of Riverside’s Urban County Programs for Fiscal Year 2021-22, 2022-23, and 2023-24 and Approval of a Cooperation Agreement with the County of Riverside 3.B Successor Agency to the Redevelopment Agency of the City of San Jacinto, California M/S/C (Ruiz/Lopez) moved to approve the Consent Calendar. Motion carried 5/0. Ayes: Utz, Kotyuk, Ruiz, Lopez, Ledezma Nays: None Absent: None Abstain: None 4. ADJOURNMENT With no further business before the City Council, Mayor Kotyuk adjourned the Special Meeting of the City Council at 4:32 p.m. in honor of Cathy Tubehill. CITY OF SAN JACINTO: ____________________ Andrew Kotyuk, Mayor ATTEST: ________________________ Julia Espinoza, Records Clerk Approved as read: Approved as amended: 3.A.2.a Packet Pg. 7 Attachment: 7-16-20 Special Action Minutes (July 16, 2020 Special Minutes) August 4, 2020 TO: City Council REQUESTED BY: Sherry Morton, City Clerk APPROVED BY: Robert A. Johnson, City Manager SUBJECT: July 21, 2020 Regular Minutes RECOMMENDATION: Staff recommends that the City Council approve the minutes of the July 21, 2020, Regular City Council meeting. ATTACHMENTS: July 21, 2020 Regular Minutes 3.A.3 Packet Pg. 8 ACTION MINUTES CITY COUNCIL – REGULAR MEETING TUESDAY, JULY 21, 2020 5:00 PM 10-YEAR FINANCIAL MODEL WORKSHOP 6:30 PM OPEN SESSION – TELEPHONICALLY (951) 465-7684, Conference ID #: 872 380 221 # SAN JACINTO CITY HALL 595 SAN JACINTO AVE. SAN JACINTO, CA 92583 951-487-7330 1. 10-Year Financial Model Workshop – City Manager Robert A. Johnson and Jim Morris from UFI presented an overview of the 10-Year Financial Model. 2. ORGANIZATION Mayor Andrew Kotyuk called the meeting to order at 6:45 pm. 2.1 Roll Call Records Clerk Julia Espinoza conducted the roll call: Teleconferenced in: Mayor Pro Tem Crystal Ruiz, Mayor Andrew Kotyuk, Councilmember Russ Utz, Councilmember Alonso Ledezma Absent: Councilmember Joel Lopez 2.2 Invocation Mayor Pro Tem Ruiz gave the invocation. 2.3 Pledge of Allegiance The Pledge of Allegiance was led by Councilmember Utz. 2.4 Special Presentations: 2.4.1. Interwest Scholarship Recipients – Presented by Pamela Yugar and Terry Rodriguez from Interwest Consulting Group. ANDREW KOTYUK, MAYOR CRYSTAL RUIZ, MAYOR PRO TEM ALONSO LEDEZMA, COUNCILMEMBER JOEL LOPEZ, COUNCILMEMBER RUSS UTZ, COUNCILMEMBER 3.A.3.a Packet Pg. 9 Attachment: July 21, 2020 Regular Minutes (July 21, 2020 Regular Minutes) 2.4.2. City of San Jacinto Issues Survey by FM3 Research – Presented by Laura Covarrubias from FM3 Research. Mayor Kotyuk requested that the City Council move Discussion Item 5.2. Budget Adjustment for Increased Public Safety up on the agenda for discussion at this time. 5. DISCUSSION ITEM 5.2. Budget Adjustment for Increased Public Safety City Manager Robert A. Johnson presented the staff report. Call-in Public Comments:  Robert Casanares  Deanne Blithe Public Comments Submitted Electronically:  Sonya A. Adamski  Marie Weckmann  Wayne Minor  Sylvia Glez  Robert Casanares  Matt Minor  Yvett Metzger  Christina Avalos  Edwin Hewitt  Kurt Latham  Thomas King  Roy Rider  Pastor Brian E. Hawkins  Steve Kalmikov  Tom Hughes  Gigi Hard  Jolene Landeros  Teressa Johnson (Ledezma/Ruiz) moved to approve the City Manager’s recommendation for City Council to adjust the City’s budget to enable (1) The City Manager to increase the Sheriff’s Department contract by adding two Problem Oriented Policing Deputies to begin September 1, 2020, for an expenditure not-to-exceed $655,000; (2) Contract with Flock Safety, in an amount not-to- exceed $28,000, for 10 automatic license plate reader cameras; and (3) Return with a CARES Act funding update on September 1, 2020, and any subsequent budget adjustments not-to- exceed the current $1.8 million expenditure over revenue for the Fiscal Year 2020-2021 Budget. Motion carried 4/0. Ayes: Kotyuk, Ledezma, Utz, Ruiz Nays: None Absent: Lopez Abstain: None 3.A.3.a Packet Pg. 10 Attachment: July 21, 2020 Regular Minutes (July 21, 2020 Regular Minutes) 2.5 Mayor/Council Member Reports/Discussions Councilmembers provided their reports. 2.6 Late Items There were no late items. 3. PUBLIC COMMENTS There were two public comments submitted electronically:  Deanne Blithe  Indira Perez 4. JOINT CONSENT CALENDARS City Council Consent Calendar Item 4.A. and Successor Agency Item 4.B. Consent Calendars were heard concurrently. 4.A. Consent Calendar – City Council 4.A.1. Waiver of Full Reading of Ordinance(s), and Reading b y Title Onl y 4.A.2. Minutes of the Regular City Council Meeting of July 21, 2020/City Clerk/Approve 4.A.3. Warrants and Disbursements – June 2020/Finance/Approve 4.A.4. Placement of a Measure on the November 3, 2020 Ballot Enacting a General Transaction and Use Tax of 1 Cent/City Manager/Approve 4.B Consent Calendar – Successor Agency to the Redevelopment Agency of the City of San Jacinto Mayor Kotyuk recused himself from Agenda Item 4. A.3. Warrants and Disbursements, line item 129616. (Ruiz/Ledezma) moved to approve the Consent Calendar. Motion carried 4/0. Ayes: Ruiz, Utz, Ledezma, Kotyuk Nays: None Absent: Lopez Abstain: None 5. DISCUSSION ITEMS - CONTINUED 5.1. Designation of Voting Delegates and Alternates – League of California Cities Annual Conference City Manager Robert Johnson presented the staff report. 3.A.3.a Packet Pg. 11 Attachment: July 21, 2020 Regular Minutes (July 21, 2020 Regular Minutes) (Ledezma/Kotyuk) made a motion to designate Mayor Pro Tem Ruiz as delegate and Councilmembers Utz and Ledezma as alternates for the League of California Cities Annual Conference. Motion carried 4/0. Ayes: Kotyuk, Ruiz, Utz, Ledezma Nays: None Absent: Lopez Abstain: None 5.3. Appointment of Sherry Morton as City Clerk on an Interim Basis City Manager Robert Johnson presented the staff report. (Ruiz/Ledezma) moved to approve Sherry Morton as an Interim City Clerk. Motion carried 4/0. Ayes: Kotyuk, Ledezma, Utz, Ruiz Nays: None Absent: Lopez Abstain: None 6. FUTURE REQUESTS FROM CITY COUNCIL TO STAFF  Councilmember Utz requested staff to provide an update on the tracer.  Councilmember Ledezma requested the Sheriff’s Department and/or Code Enforcement make contact with non-permitted vendors selling food, and notify them that it is illegal to sell items without permits. 7. ADJOURNMENT With no further business before the City Council, Mayor Kotyuk adjourned the Regular Meeting of the City Council at 9:49 pm. CITY OF SAN JACINTO: ________________________ Andrew Kotyuk, Mayor ATTEST: ________________________ City Clerk Approved as read: Approved as amended: 3.A.3.a Packet Pg. 12 Attachment: July 21, 2020 Regular Minutes (July 21, 2020 Regular Minutes) August 4, 2020 TO: City Council REQUESTED BY: Tom Prill, Deputy City Manager APPROVED BY: Robert A. Johnson, City Manager SUBJECT: Treasurer’s Report at June 30, 2020 RECOMMENDATION: Receive and File Treasurer’s Report for the month ending June 30, 2020. BACKGROUND: The Treasurer’s Report is required to be presented to the governing body at least quarterly in accordance with California Government Code Section 53600 et. seq. DISCUSSION: Total Cash and City Investments increased 18.82% during the month. This includes cash, cash in bank, and cash with trustee. The attached Treasurer’s report is a “snapshot” report of the City’s cash position on the last day of the month in all of its accounts. A section demonstrating compliance with the adopted Investment Policy and a chart depicting historical interest rates for certain positions is also included. Detailed statements of investments from Chandler Asset Management and Public Trust Advisors have also been included. FISCAL IMPACT: None. ATTACHMENTS: 2019-20 June Treasurers Report with signature 3.A.4 Packet Pg. 13 TREASURER'S REPORT FOR THE MONTH ENDING JUNE 30, 2020 5/31/2020 6/30/2020 % change 6/30/2020 COMPUTED INVESTMENT INSTITUTION INTEREST JUNE PURCHASE MATURITY PREV. MONTH CURRENT from prior MARKET ACCR. INT.AVERAGE TYPE SERIAL #RATE YIELD INTEREST DATE DATE BALANCE BALANCE month VALUE & MKT. VALUE DURATION STATE POOL L.A.I.F.1.409%1.418%$17,739 Various Open $15,313,604 N $15,313,604 0.00%$15,374,520 $60,916 MONEY MARKET Bank of Hemet 0.150%0.150%$919 Various Open $1,876,719 Q $9,477,638 405.01%$9,477,638 $0 DEMAND Acct - old Bank of Hemet 0.000%0.000%N/A Various Open $526,399 Q $428,163 -18.66%$428,163 $0 DEMAND Acct - new Bank of Hemet 0.000%0.000%N/A Various Open $65,761 Q $426,161 548.05%$426,161 $0 PAYROLL Account Bank of Hemet 0.000%0.000%N/A Various Open $6,924 Q $147,141 2025.09%$147,141 $0 MONEY MARKET Mechanics Bank 0.050%0.050%$2 Various Open $52,173 Q $76,727 47.06%$76,727 $0 MONEY MARKET Mechanics Bank 0.080%0.080%$23 Various Open $351,770 Q $327,240 -6.97%$327,240 $0 CCA Lockbox River City Bank 0.000%0.000%$0 Various Open $1,361,103 Q $1,568,311 15.22%$1,568,311 $0 MANAGED Acct - CAM Chandler / U.S. Bank - Gov't Ob Fund 0.010%0.010%$2 Various Various $400,902 L $29,376 -92.67%$29,376 $0 0.00 MANAGED Acct - CAM Chandler / U.S. Bank - Agency 1.820%1.835%$19,541 Various Various $4,643,570 C $4,836,595 4.16%$5,041,653 $205,058 2.78 MANAGED Acct - CAM Chandler / U.S. Bank - Commercial 0.000%0.000%$0 Various Various $0 E $0 0.00%$0 $0 0.00 MANAGED Acct - CAM Chandler / U.S. Bank - US Corporate 2.470%2.498%$3,125 Various Various $2,300,353 F $2,300,353 0.00%$2,383,664 $83,311 1.64 MANAGED Acct - CAM Chandler / U.S. Bank - US Treasury 1.780%1.795%$0 Various Various $3,021,151 A $3,249,525 7.56%$3,406,689 $157,164 2.96 MANAGED Acct - CAM Chandler / U.S. Bank - Asset-Backed Sec.2.100%2.120%$0 Various Various $478,595 J $448,949 -6.19%$457,019 $8,070 1.22 MANAGED Acct - PTA PTA / U.S. Bank - Gov't Ob Fund 0.010%0.010%$1 Various Various $238,505 L $46,122 -80.66%$46,122 $0 0.00 MANAGED Acct - PTA PTA / U.S. Bank - Agency Bond 0.847%0.850%$0 Various Various $2,478,341 C $2,290,441 -7.58%$2,331,968 $41,527 2.97 MANAGED Acct - PTA PTA / U.S. Bank - Agency CMBS 2.563%2.593%$686 Various Various $319,688 C $319,688 0.00%$333,013 $13,325 2.08 MANAGED Acct - PTA PTA / U.S. Bank - Agency SPC 2.060%2.080%$1,338 Various Various $547,557 C $547,557 0.00%$568,994 $21,437 3.08 MANAGED Acct - PTA PTA / U.S. Bank - US Corporate 1.188%1.194%$3,825 Various Various $869,410 F $869,410 0.00%$890,423 $21,013 1.60 MANAGED Acct - PTA PTA / U.S. Bank - US Treasury 1.808%1.823%$10,188 Various Various $6,445,474 A $6,871,364 6.61%$7,152,287 $280,923 2.53 MANAGED Acct - PTA PTA / U.S. Bank - Municipal Bonds 0.000%0.000%$0 Various Various $0 D $0 0.00%$0 $0 0.00 MANAGED Acct - PTA PTA / U.S. Bank - Asset-Backed Sec.0.000%0.000%$0 Various Various $0 J $0 0.00%$0 $0 0.00 CASH Cash in EOC Lockbox 0.000%0.000%N/A Various n/a $5,000 Q $5,000 0.00%$5,000 $0 CASH Cash on Hand 0.000%0.000%N/A Various n/a $850 Q $850 0.00%$850 $0 TOTAL CITY INVESTMENTS & FUNDS 1.219%1.226%$57,389 $41,303,849 $49,580,215 20.04%$50,472,961 $892,746 Annual Return Based on Previous Month Balance 1.135% RESTRICTED CASH WITH FISCAL AGENT (BOND FUNDS) Trustee STREETLIGHT ACQUISITION Mutual Fund Wilmington Blackrock Liquidity Funds XXXXX3-00X 0.000%0.000%Various Open $191,383 K $72,364 -62.19%$72,364 $0 CFD NO. 2002-1 Mutual Fund Union Bank Blackrock Prov. T-Fund XXXX16090X 0.110%0.110%Various Open $1,843,720 K $1,843,888 0.01%$1,843,888 $0 2005 RDA SAN JACINTO TAX ALLOCATION BONDS Mutual Fund Union Bank Blackrock Prov. T-Fund XXXX75750X 0.068%0.068%Various Open $29 K $29 0.00%$29 $0 TOTAL CASH WITH FISCAL AGENT $2,035,132 $1,916,281 -5.84%$1,916,281 $0 TOTAL ALL FUNDS $43,338,981 $51,496,496 18.82%$52,389,242 $892,746 Page 1 3.A.4.a Packet Pg. 14 Attachment: 2019-20 June Treasurers Report with signature (Treasurer’s Report at June 30, 2020) TREASURER'S REPORT FOR THE MONTH ENDING JUNE 30, 2020 5/31/2020 6/30/2020 % change 6/30/2020 COMPUTED INVESTMENT INSTITUTION INTEREST JUNE PURCHASE MATURITY PREV. MONTH CURRENT from prior MARKET ACCR. INT.AVERAGE TYPE SERIAL #RATE YIELD INTEREST DATE DATE BALANCE BALANCE month VALUE & MKT. VALUE DURATION PER INVESTMENT POLICY:Maximum %Current %In Compliance? Level 1 - Investments U.S. Treasury Bills, Notes and Bonds 100%20%Yes A $10,120,889 Negotiable CDs 30%0%Yes B $0 Obligations issued by U.S. Government Agencies 100%16%Yes C $7,994,281 Municipal Bonds 100%0%Yes D $0 Commercial Paper 25%0%Yes E $0 Medium Term Notes 30%6%Yes F $3,169,763 Repurchase Agreements 100%0%Yes G $0 Banker's Acceptances 40%0%Yes H $0 Time Deposits & CDARS 30%0%Yes I $0 Mortgage pass-through / asset-backed securities 20%1%Yes J $448,949 Mutual Funds (Limited to U.S. Treasuries)18%4%Yes K $1,916,281 Mutual Funds (Limited to U.S. Govt. Sec.)18%0%Yes L $75,498 Level 2 - Investments Money Market Funds (non-brokered)20%0%Yes M $0 LAIF 70%30%Yes N $15,313,604 RCIF 70%0%Yes O $0 Other JPA Pool 50%0%Yes P $0 Cash & Demand Accounts n/a n/a n/a Q $12,457,231 $51,496,496 I CERTIFY THAT THESE INVESTMENTS COMPLY WITH ALL STATE LAWS PERTAINING TO THE INVESTMENT OF LOCAL AGENCY FUNDS AND THE CITY OF SAN JACINTO'S INVESTMENT POLICIES. CITY OF SAN JACINTO MEETS OR EXCEEDS THE SIX MONTH CASH FLOW REQUIREMENTS AS PER GOVERNMENT CODE 53646(b)(3). KALEENA RICHARDS, TREASURER City of San Jacinto Reviewed By: Deputy City Manager - July 22, 2020 Page 2 3.A.4.a Packet Pg. 15 Attachment: 2019-20 June Treasurers Report with signature (Treasurer’s Report at June 30, 2020) - 0.500 1.000 1.500 2.000 2.500 3.0007/178/179/1710/1711/1712/171/182/183/184/185/186/187/188/189/1810/1811/1812/181/192/193/194/195/196/197/198/199/1910/1911/1912/191/202/203/204/205/206/20Interest Rates - 7/17 to 6/20LAIFLAMMA-BoHMMA-RaboPIMMA-RaboChandlerPTA3.A.4.aPacket Pg. 16Attachment: 2019-20 June Treasurers Report with signature (Treasurer’s Report at June 30, 2020) MONTHLY ACCOUNT STATEMENT City of San Jacinto - Account #10167 JUNE 1, 2020 THROUGH JUNE 30, 2020 Information contained herein is confidential. We urge you to compare this statement to the one you receive from your qualified custodian. Please see Important Disclosures. CHANDLER ASSET MANAGEMENT chandlerasset.com Chandler Team: For questions about your account, please call (800) 317-4747, or contact operations@chandlerasset.com Custodian US Bank Christopher Isles (503) 464-3685 3.A.4.a Packet Pg. 17 Attachment: 2019-20 June Treasurers Report with signature (Treasurer’s Report at June 30, 2020) ACCOUNT SUMMARY Beg. Values as of 5/31/20 End Values as of 6/30/20 Market Value 11,240,225 11,263,756 Accrued Interest 59,251 54,646 Total Market Value 11,299,476 11,318,402 Income Earned 17,866 17,683 Cont/WD -1,044 Par 10,780,832 10,804,400 Book Value 10,847,387 10,868,631 Cost Value 10,844,570 10,864,798 TOP ISSUERS Government of United States 30.1% Federal Home Loan Bank 22.5% Federal National Mortgage Assoc 15.9% Federal Home Loan Mortgage Corp 6.2% Apple Inc 1.9% Wal-Mart Stores 1.8% Oracle Corp 1.8% Deere & Company 1.5% Total 81.6% PORTFOLIO CHARACTERISTICS Average Modified Duration 2.52 Average Coupon 2.07% Average Purchase YTM 1.95% Average Market YTM 0.32% Average S&P/Moody Rating AA/Aa1 Average Final Maturity 2.69 yrs Average Life 2.61 yrs CREDIT QUALITY (S&P)MATURITY DISTRIBUTIONSECTOR ALLOCATION Portfolio Summary As of June 30, 2020 City of San Jacinto Account #10167 PERFORMANCE REVIEW Annualized TOTAL RATE OF RETURN 1M 3M YTD 1YR 2YRS 3YRS 5YRS 10YRS 6/30/2012 City of San Jacinto 0.18%1.00%3.68%4.99%4.58%3.14%2.25%N/A 1.67% City of San Jacinto 1-5 Year Govt Blended Index*0.07%0.30%3.12%4.24%4.10%2.74%1.88%N/A 1.42% City of San Jacinto 1-5 Yr Corp/Gov AAA-A Blend**0.13%0.74%2.99%4.23%4.19%2.85%2.03%N/A 1.59% *ICE BAML 1-3 Yr US Treasury Index to 3/31/2020; then ICE BAML 1-5 Yr US Treasury/Agency thereafter. **ICE BAML 1-3 Yr US Corp/Govt Rated AAA-A Index to 3/31/2020; then ICE BAML 1-5 Yr US Corp/Govt Rated AAA-A Index thereafter. Execution Time: 7/1/2020 6:37:16 PMChandler Asset Management - CONFIDENTIAL Page 1 3.A.4.a Packet Pg. 18 Attachment: 2019-20 June Treasurers Report with signature (Treasurer’s Report at June 30, 2020) Category StandardCommentMunicipal Securities "A" rating category or better by a NRSRO; 30% maximum; 5% max per issuerCompliesTreasury Issues No LimitationCompliesAgency Issues No LimitationCompliesSupranationals"AA" rated or better by a NRSRO; 30% maximum; 10% max per issuer; U.S. dollar denominated senior unsecured unsubordinated obligations issued or unconditionally guaranteed by the International Bank for Reconstruction and Development ("IBRD"), the International Finance Corporation ("IFC") or the Inter‐American Development Bank ("IADB") CompliesBanker’s Acceptances"A‐1" short term debt rated or higher by at least two NRSROs; and "A" long‐term debt rated or higher by at least two NRSROs; 40% maximum; 5% max per issuer; 180 days max maturity Complies Commercial Paper"A‐1" short term debt rated or higher by at least two NRSROs; and "A" long‐term debt rated or higher by at least two NRSROs; 25% maximum; 5% max per issuer; 270 days max maturity; Issuer is a corporation organized and operating in the U.S. with assets > $500 million CompliesNegotiable Certificates of Deposit"A" long‐term issuer rated category or higher by at least two NRSROs; and/or "A‐1" short term rated or higher by at least two NRSROs; 30% maximum; 5% max per issuerComplies Federally Insured Certificates of Deposit (CDs)/ Time Deposit (TDs)20% maximum (combined FDIC insured and collateralized TD/ CD); Amount per institution is limited to maximum covered under federal insuranceComplies Collateralized Certificates of Deposit (CDs)/Time Deposit (TDs)/ "A" long‐term debt rated category or higher by at least two NRSROs; and/or "A‐1" short term debt rated or higher by at least two NRSROs; 20% maximum (combined FDIC and collateralized TD/ CD)Complies Corporate Medium Term Notes"A" rated category or better by at least two NRSROs; 30% maximum; 5% max per issuer; Issued by corporations organized and operating within the U.S. or by depository institutions licensed by the U.S. or any state and operating within the U.S. Complies Mutual Fund & Money Market Mutual FundHighest rating or "AAA" rated by two NRSROs; SEC registered adviser with AUM >$500 million and experience > 5 years; 20% maximum in Mutual Funds and Money Market Mutual Funds; 10% max per one Mutual Fund; 20% max in Money Market Mutual Fund CompliesAsset‐Backed (ABS), Mortgage‐Backed Securities; Mortgage Pass‐Throughs; Collateralized Mortgage Obligations (CMOs)"AA" rated category or better by at least two NRSROs; "A" issuer debt rated category or higher by at least two NRSROs; 20% maximum; 5% max per issuerComplies Local Agency Investment Fund (LAIF) 70% of the portfolio may be invested in LAIF, up to the maximum permitted balance; Not used by investment adviserCompliesLocal Government Investment Pools and Joint Powers Authority PoolsRiverside County Investment Fund‐ 70% max of the total portfolioJPA Pools‐ 50% max of the total portfolioRepurchase Agreements 102% collateralized; 1 year max maturityCompliesProhibited SecuritiesInverse floaters; Ranges notes, Interest‐only strips from mortgaged backed securities; Zero interest accrual securities; Margin purchasing or selling; Reverse repurchase agreements; Foreign currency denominated securities CompliesMax Callables 20% maximum callable securities (does not include "make whole call" securities)CompliesMax Per Issuer5% of portfolio per issuer (except U.S. Government, its Agencies and enterprises, Money Market Mutual Funds, Mutual Funds, LAIF, LGIP, Supranationals, or unless otherwise specified in the investment policy)CompliesMaximum maturity 5 yearsComplies City of San JacintoAs of June 30, 2020 Assets managed by Chandler Asset Management are in full compliance with state law and with the City's investment policy.Statement of Compliance3.A.4.aPacket Pg. 19Attachment: 2019-20 June Treasurers Report with signature (Treasurer’s Report at June 30, 2020) BOOK VALUE RECONCILIATION BEGINNING BOOK VALUE $10,847,386.91 Acquisition + Security Purchases $553,580.33 + Money Market Fund Purchases $183,334.41 + Money Market Contributions $0.00 + Security Contributions $0.00 + Security Transfers $0.00 Total Acquisitions $736,914.74 Dispositions - Security Sales $0.00 - Money Market Fund Sales $553,815.62 - MMF Withdrawals $1,044.27 - Security Withdrawals $0.00 - Security Transfers $0.00 - Other Dispositions $0.00 - Maturites $130,000.00 - Calls $0.00 - Principal Paydowns $29,906.39 Total Dispositions $714,766.28 Amortization/Accretion +/- Net Accretion ($904.24) ($904.24) Gain/Loss on Dispositions +/- Realized Gain/Loss $0.00 $0.00 ENDING BOOK VALUE $10,868,631.13 CASH TRANSACTION SUMMARY BEGINNING BALANCE $400,901.87 Acquisition Contributions $0.00 Security Sale Proceeds $0.00 Accrued Interest Received $0.00 Interest Received $23,426.12 Dividend Received $1.90 Principal on Maturities $130,000.00 Interest on Maturities $0.00 Calls/Redemption (Principal)$0.00 Interest from Calls/Redemption $0.00 Principal Paydown $29,906.39 Total Acquisitions $183,334.41 Dispositions Withdrawals $1,044.27 Security Purchase $553,580.33 Accrued Interest Paid $235.29 Total Dispositions $554,859.89 ENDING BOOK VALUE $29,376.39 Reconciliation Summary As of June 30, 2020 City of San Jacinto California Account #10167 Execution Time: 7/1/2020 6:37:16 PMChandler Asset Management - CONFIDENTIAL Page 3 3.A.4.a Packet Pg. 20 Attachment: 2019-20 June Treasurers Report with signature (Treasurer’s Report at June 30, 2020) Holdings Report As of June 30, 2020 City of San Jacinto Account #10167 CUSIP Security Description Par Value/Units Purchase Date Book Yield Cost Value Book Value Mkt Price Mkt YTM Market Value Accrued Int. % of Port. Gain/Loss Moody/S&P Fitch Maturity Duration ABS 47788BAD6 John Deere Owner Trust 2017-B A3 1.82% Due 10/15/2021 12,077.42 07/26/2018 3.16% 11,897.68 12,005.25 100.19 0.54% 12,100.32 9.77 0.11% 95.07 Aaa / NR AAA 1.29 0.15 47789JAB2 John Deere Owner Trust 2019-A A2 2.85% Due 12/15/2021 15,515.97 03/05/2019 2.87% 15,515.27 15,515.60 100.46 0.39% 15,586.58 19.65 0.14% 70.98 Aaa / NR AAA 1.46 0.18 89238KAD4 Toyota Auto Receivables Trust 2017-D A3 1.93% Due 1/18/2022 43,122.67 10/17/2019 1.97% 43,112.56 43,115.69 100.59 0.11% 43,378.00 30.05 0.38% 262.31 Aaa / AAA NR 1.55 0.32 43815HAC1 Honda Auto Receivables Trust 2018-3 A3 2.95% Due 8/22/2022 56,150.29 08/21/2018 2.98% 56,142.60 56,146.16 101.75 0.22% 57,134.94 46.01 0.51% 988.78 Aaa / NR AAA 2.15 0.64 65478WAE5 Nissan Auto Receivables Trust 2016-C A4 1.38% Due 1/17/2023 58,156.89 04/16/2019 2.56% 57,298.17 57,712.92 100.13 0.57% 58,231.09 35.67 0.51% 518.17 Aaa / NR AAA 2.55 0.16 43815NAC8 Honda Auto Receivables Trust 2019-3 A3 1.78% Due 8/15/2023 80,000.00 08/20/2019 1.79% 79,999.34 79,999.52 102.06 0.55% 81,644.48 63.29 0.72% 1,644.96 Aaa / AAA NR 3.13 1.64 477870AC3 John Deere Owner Trust 2019-B A3 2.21% Due 12/15/2023 40,000.00 07/16/2019 2.23% 39,991.51 39,993.32 101.81 0.88% 40,725.64 39.29 0.36% 732.32 Aaa / NR AAA 3.46 1.35 65479JAD5 Nissan Auto Receivables Owner 2019-C A3 1.93% Due 7/15/2024 85,000.00 10/16/2019 1.94% 84,995.51 84,996.17 102.78 0.48% 87,364.53 72.91 0.77% 2,368.36 Aaa / AAA NR 4.04 1.89 47789KAC7 John Deere Owner Trust 2020-A A3 1.1% Due 8/15/2024 60,000.00 03/04/2020 1.11% 59,996.33 59,996.58 100.85 0.74% 60,507.90 29.33 0.53% 511.32 Aaa / NR AAA 4.13 2.32 Total ABS 450,023.24 2.10% 448,948.97 449,481.21 0.50% 456,673.48 345.97 4.04% 7,192.27 Aaa / AAA AAA 3.01 1.22 AGENCY 3130A5Z77 FHLB Note 1.83% Due 7/29/2020 125,000.00 10/27/2015 1.46% 127,132.50 125,034.40 100.13 0.24% 125,160.13 965.83 1.11% 125.73 Aaa / AA+ AAA 0.08 0.08 3137EAEK1 FHLMC Note 1.875% Due 11/17/2020 225,000.00 01/18/2018 2.19% 223,042.50 224,736.60 100.64 0.18% 226,447.43 515.63 2.01% 1,710.83 Aaa / AA+ AAA 0.38 0.38 3130A3UQ5 FHLB Note 1.875% Due 12/11/2020 225,000.00 01/28/2016 1.53% 228,642.75 225,333.95 100.77 0.15% 226,730.03 234.38 2.01% 1,396.08 Aaa / AA+ NR 0.45 0.45 Execution Time: 7/1/2020 6:37:16 PMChandler Asset Management - CONFIDENTIAL Page 4 3.A.4.a Packet Pg. 21 Attachment: 2019-20 June Treasurers Report with signature (Treasurer’s Report at June 30, 2020) Holdings Report As of June 30, 2020 City of San Jacinto Account #10167 CUSIP Security Description Par Value/Units Purchase Date Book Yield Cost Value Book Value Mkt Price Mkt YTM Market Value Accrued Int. % of Port. Gain/Loss Moody/S&P Fitch Maturity Duration AGENCY 3130A7CV5 FHLB Note 1.375% Due 2/18/2021 200,000.00 03/10/2016 1.61% 197,812.00 199,718.77 100.73 0.22% 201,467.20 1,015.97 1.79% 1,748.43 Aaa / AA+ AAA 0.64 0.63 3135G0N82 FNMA Note 1.25% Due 8/17/2021 315,000.00 01/26/2017 2.02% 304,579.80 312,412.22 101.19 0.19% 318,754.80 1,465.63 2.83% 6,342.58 Aaa / AA+ AAA 1.13 1.12 313378WG2 FHLB Note 2.5% Due 3/11/2022 300,000.00 03/13/2018 2.65% 298,323.00 299,289.17 103.86 0.22% 311,569.80 2,291.67 2.77% 12,280.63 Aaa / AA+ NR 1.70 1.66 313379Q69 FHLB Note 2.125% Due 6/10/2022 200,000.00 06/20/2017 1.87% 202,370.00 200,925.80 103.59 0.27% 207,185.60 247.92 1.83% 6,259.80 Aaa / AA+ AAA 1.95 1.91 3135G0W33 FNMA Note 1.375% Due 9/6/2022 200,000.00 09/05/2019 1.49% 199,304.00 199,493.88 102.48 0.23% 204,967.80 878.47 1.82% 5,473.92 Aaa / AA+ AAA 2.19 2.15 3130A3KM5 FHLB Note 2.5% Due 12/9/2022 100,000.00 09/10/2019 1.60% 102,813.00 102,118.67 105.26 0.33% 105,263.70 152.78 0.93% 3,145.03 Aaa / AA+ NR 2.44 2.38 3135G0T94 FNMA Note 2.375% Due 1/19/2023 290,000.00 10/17/2018 3.07% 281,993.10 285,194.83 105.64 0.16% 306,363.25 3,099.38 2.73% 21,168.42 Aaa / AA+ AAA 2.56 2.47 3137EAEN5 FHLMC Note 2.75% Due 6/19/2023 200,000.00 11/13/2018 3.08% 197,176.00 198,177.36 107.49 0.22% 214,973.00 183.33 1.90% 16,795.64 Aaa / AA+ AAA 2.97 2.87 313383YJ4 FHLB Note 3.375% Due 9/8/2023 200,000.00 12/27/2018 2.73% 205,630.00 203,821.18 109.77 0.29% 219,538.40 2,118.75 1.96% 15,717.22 Aaa / AA+ NR 3.19 3.02 3130A0F70 FHLB Note 3.375% Due 12/8/2023 220,000.00 01/30/2019 2.71% 226,593.40 224,669.70 110.37 0.34% 242,820.38 474.38 2.15% 18,150.68 Aaa / AA+ AAA 3.44 3.27 3135G0V34 FNMA Note 2.5% Due 2/5/2024 375,000.00 03/24/2020 0.82% 398,835.00 397,180.73 107.85 0.30% 404,455.50 3,802.08 3.61% 7,274.77 Aaa / AA+ AAA 3.60 3.43 3130A1XJ2 FHLB Note 2.875% Due 6/14/2024 210,000.00 Various 1.96% 219,055.20 217,172.65 109.71 0.40% 230,396.26 285.10 2.04% 13,223.61 Aaa / AA+ NR 3.96 3.77 3130A2UW4 FHLB Note 2.875% Due 9/13/2024 150,000.00 10/29/2019 1.76% 157,737.00 156,672.08 110.42 0.37% 165,623.25 1,293.75 1.47% 8,951.17 Aaa / AA+ AAA 4.21 3.96 3130A3GE8 FHLB Note 2.75% Due 12/13/2024 250,000.00 12/16/2019 1.77% 261,672.50 260,411.13 110.21 0.43% 275,527.00 343.75 2.44% 15,115.87 Aaa / AA+ NR 4.46 4.22 3135G0X24 FNMA Note 1.625% Due 1/7/2025 225,000.00 01/16/2020 1.69% 224,298.00 224,362.13 105.35 0.43% 237,044.93 1,736.72 2.11% 12,682.80 Aaa / AA+ AAA 4.53 4.34 3137EAEP0 FHLMC Note 1.5% Due 2/12/2025 245,000.00 02/13/2020 1.52% 244,811.35 244,825.62 104.78 0.45% 256,713.21 1,398.54 2.28% 11,887.59 Aaa / NR AAA 4.62 4.45 Execution Time: 7/1/2020 6:37:16 PMChandler Asset Management - CONFIDENTIAL Page 5 3.A.4.a Packet Pg. 22 Attachment: 2019-20 June Treasurers Report with signature (Treasurer’s Report at June 30, 2020) Holdings Report As of June 30, 2020 City of San Jacinto Account #10167 CUSIP Security Description Par Value/Units Purchase Date Book Yield Cost Value Book Value Mkt Price Mkt YTM Market Value Accrued Int. % of Port. Gain/Loss Moody/S&P Fitch Maturity Duration AGENCY 3135G03U5 FNMA Note 0.625% Due 4/22/2025 310,000.00 Various 0.63% 309,949.40 309,959.96 100.81 0.45% 312,511.00 360.59 2.76% 2,551.04 NR / AA+ AAA 4.81 4.73 3130AJKW8 FHLB Note 0.5% Due 6/13/2025 225,000.00 06/24/2020 0.52% 224,824.50 224,825.08 100.04 0.49% 225,101.03 175.00 1.99% 275.95 Aaa / AA+ AAA 4.96 4.88 Total Agency 4,790,000.00 1.82% 4,836,595.00 4,836,335.91 0.30% 5,018,613.70 23,039.65 44.54% 182,277.79 Aaa / AA+ AAA 2.88 2.78 CORPORATE 857477AS2 State Street Bank Note 2.55% Due 8/18/2020 125,000.00 11/29/2016 2.18% 126,620.00 125,057.39 100.28 0.41% 125,355.13 1,177.60 1.12% 297.74 A1 / A AA- 0.13 0.13 02665WAZ4 American Honda Finance Note 2.45% Due 9/24/2020 150,000.00 10/07/2016 1.72% 154,161.00 150,245.27 100.43 0.61% 150,643.35 990.21 1.34% 398.08 A3 / A- NR 0.24 0.23 91159HHL7 US Bancorp Callable Note 1X 12/29/2020 2.35% Due 1/29/2021 125,000.00 05/02/2017 2.12% 126,012.50 125,137.38 100.96 0.42% 126,196.13 1,240.28 1.13% 1,058.75 A1 / A+ AA- 0.58 0.49 17275RBD3 Cisco Systems Note 2.2% Due 2/28/2021 150,000.00 09/20/2017 1.98% 151,108.50 150,213.75 101.22 0.35% 151,830.45 1,127.50 1.35% 1,616.70 A1 / AA- NR 0.67 0.65 369550BE7 General Dynamics Corp Note 3% Due 5/11/2021 125,000.00 05/15/2018 3.25% 124,128.75 124,748.79 102.31 0.32% 127,886.00 520.83 1.13% 3,137.21 A2 / A NR 0.86 0.86 808513AW5 Charles Schwab Corp Callable Note Cont 4/21/2021 3.25% Due 5/21/2021 150,000.00 05/30/2018 3.01% 151,011.00 150,281.74 102.31 0.39% 153,463.20 541.67 1.36% 3,181.46 A2 / A A 0.89 0.80 931142EJ8 Wal-Mart Stores Note 3.125% Due 6/23/2021 200,000.00 Various 2.96% 200,929.00 200,307.04 102.79 0.28% 205,574.60 138.89 1.82% 5,267.56 Aa2 / AA AA 0.98 0.97 68389XBK0 Oracle Corp Callable Note Cont 8/15/2021 1.9% Due 9/15/2021 200,000.00 10/12/2017 2.11% 198,458.00 199,524.46 101.71 0.38% 203,418.00 1,118.89 1.81% 3,893.54 A3 / A A- 1.21 1.11 89236TDP7 Toyota Motor Credit Corp Note 2.6% Due 1/11/2022 130,000.00 01/28/2019 2.98% 128,629.80 129,288.82 103.09 0.57% 134,013.10 1,596.11 1.20% 4,724.28 A1 / A+ A+ 1.53 1.49 06051GEU9 Bank of America Corp Note 3.3% Due 1/11/2023 130,000.00 01/28/2019 3.29% 130,059.80 130,038.32 106.73 0.62% 138,746.01 2,025.83 1.24% 8,707.69 A2 / A- A+ 2.53 2.41 06406RAE7 Bank of NY Mellon Corp Callable Note Cont 12/29/2022 2.95% Due 1/29/2023 145,000.00 09/09/2019 1.97% 149,541.40 148,433.37 106.32 0.40% 154,170.96 1,806.06 1.38% 5,737.59 A1 / A AA- 2.58 2.40 Execution Time: 7/1/2020 6:37:16 PMChandler Asset Management - CONFIDENTIAL Page 6 3.A.4.a Packet Pg. 23 Attachment: 2019-20 June Treasurers Report with signature (Treasurer’s Report at June 30, 2020) Holdings Report As of June 30, 2020 City of San Jacinto Account #10167 CUSIP Security Description Par Value/Units Purchase Date Book Yield Cost Value Book Value Mkt Price Mkt YTM Market Value Accrued Int. % of Port. Gain/Loss Moody/S&P Fitch Maturity Duration CORPORATE 084670BR8 Berkshire Hathaway Callable Note Cont 1/15/2023 2.75% Due 3/15/2023 150,000.00 08/26/2019 1.83% 154,525.50 153,397.79 105.90 0.41% 158,855.85 1,214.58 1.41% 5,458.06 Aa2 / AA A+ 2.71 2.45 037833AK6 Apple Inc Note 2.4% Due 5/3/2023 200,000.00 05/20/2019 2.63% 198,284.00 198,767.15 105.71 0.38% 211,414.00 773.33 1.87% 12,646.85 Aa1 / AA+ NR 2.84 2.75 24422EUR8 John Deere Capital Corp Note 3.45% Due 1/10/2024 150,000.00 03/14/2019 2.95% 153,322.50 152,432.85 109.69 0.67% 164,537.25 2,458.13 1.48% 12,104.40 A2 / A A 3.53 3.30 46625HJX9 JP Morgan Chase Note 3.625% Due 5/13/2024 145,000.00 12/19/2019 2.20% 153,560.80 152,545.47 110.43 0.88% 160,128.58 700.83 1.42% 7,583.11 A2 / A- AA- 3.87 3.63 Total Corporate 2,275,000.00 2.47% 2,300,352.55 2,290,419.59 0.47% 2,366,232.61 17,430.74 21.06% 75,813.02 A1 / A+ A+ 1.74 1.64 MONEY MARKET FUND FI 31846V203 First American Govt Obligation Fund Class Y 29,376.39 Various 0.01% 29,376.39 29,376.39 1.00 0.01% 29,376.39 0.00 0.26% 0.00 Aaa / AAA AAA 0.00 0.00 Total Money Market Fund FI 29,376.39 0.01% 29,376.39 29,376.39 0.01% 29,376.39 0.00 0.26% 0.00 Aaa / AAA AAA 0.00 0.00 US TREASURY 912828WN6 US Treasury Note 2% Due 5/31/2021 200,000.00 04/29/2019 2.29% 198,820.31 199,482.92 101.66 0.19% 203,312.40 338.80 1.80% 3,829.48 Aaa / AA+ AAA 0.92 0.91 912828S76 US Treasury Note 1.125% Due 7/31/2021 260,000.00 11/29/2017 1.98% 252,169.53 257,690.04 101.03 0.17% 262,681.12 1,221.43 2.33% 4,991.08 Aaa / AA+ AAA 1.08 1.08 912828T34 US Treasury Note 1.125% Due 9/30/2021 125,000.00 05/30/2018 2.59% 119,194.34 122,826.45 101.19 0.17% 126,484.38 353.48 1.12% 3,657.93 Aaa / AA+ AAA 1.25 1.24 912828G53 US Treasury Note 1.875% Due 11/30/2021 220,000.00 04/26/2017 1.81% 220,653.86 220,201.46 102.41 0.18% 225,293.64 349.39 1.99% 5,092.18 Aaa / AA+ AAA 1.42 1.40 912828W89 US Treasury Note 1.875% Due 3/31/2022 200,000.00 04/26/2018 2.75% 193,531.25 197,121.99 102.96 0.18% 205,929.60 942.62 1.83% 8,807.61 Aaa / AA+ AAA 1.75 1.72 912828L24 US Treasury Note 1.875% Due 8/31/2022 150,000.00 07/22/2019 1.77% 150,462.89 150,322.60 103.68 0.17% 155,525.40 940.05 1.38% 5,202.80 Aaa / AA+ AAA 2.17 2.12 912828M80 US Treasury Note 2% Due 11/30/2022 200,000.00 04/11/2019 2.31% 197,851.56 198,569.87 104.40 0.17% 208,804.60 338.80 1.85% 10,234.73 Aaa / AA+ AAA 2.42 2.37 Execution Time: 7/1/2020 6:37:16 PMChandler Asset Management - CONFIDENTIAL Page 7 3.A.4.a Packet Pg. 24 Attachment: 2019-20 June Treasurers Report with signature (Treasurer’s Report at June 30, 2020) Holdings Report As of June 30, 2020 City of San Jacinto Account #10167 CUSIP Security Description Par Value/Units Purchase Date Book Yield Cost Value Book Value Mkt Price Mkt YTM Market Value Accrued Int. % of Port. Gain/Loss Moody/S&P Fitch Maturity Duration US TREASURY 9128284D9 US Treasury Note 2.5% Due 3/31/2023 210,000.00 Various 2.95% 206,053.12 207,592.04 106.36 0.18% 223,362.93 1,319.67 1.99% 15,770.89 Aaa / AA+ AAA 2.75 2.66 912828Y61 US Treasury Note 2.75% Due 7/31/2023 175,000.00 12/27/2018 2.59% 176,223.63 175,821.35 107.88 0.19% 188,794.90 2,009.62 1.69% 12,973.55 Aaa / AA+ AAA 3.08 2.95 912828W71 US Treasury Note 2.125% Due 3/31/2024 210,000.00 12/05/2019 1.63% 214,331.25 213,759.98 107.14 0.21% 224,995.26 1,121.72 2.00% 11,235.28 Aaa / AA+ AAA 3.75 3.61 912828Y87 US Treasury Note 1.75% Due 7/31/2024 220,000.00 01/17/2020 1.63% 221,160.16 221,046.46 106.18 0.23% 233,603.92 1,607.69 2.08% 12,557.46 Aaa / AA+ AAA 4.09 3.93 9128282U3 US Treasury Note 1.875% Due 8/31/2024 230,000.00 12/12/2019 1.76% 231,230.86 231,087.27 106.82 0.23% 245,677.72 1,441.41 2.18% 14,590.45 Aaa / AA+ AAA 4.17 4.01 912828YV6 US Treasury Note 1.5% Due 11/30/2024 230,000.00 12/12/2019 1.74% 227,421.48 227,707.19 105.50 0.25% 242,641.03 292.21 2.15% 14,933.84 Aaa / AA+ AAA 4.42 4.29 912828ZC7 US Treasury Note 1.125% Due 2/28/2025 400,000.00 03/24/2020 0.51% 412,046.88 411,391.36 104.01 0.26% 416,031.20 1,504.08 3.69% 4,639.84 Aaa / AA+ AAA 4.67 4.54 912828ZT0 US Treasury Note 0.25% Due 5/31/2025 230,000.00 06/04/2020 0.39% 228,373.83 228,397.05 99.88 0.27% 229,721.47 48.70 2.03% 1,324.42 Aaa / AA+ AAA 4.92 4.88 Total US Treasury 3,260,000.00 1.78% 3,249,524.95 3,263,018.03 0.21% 3,392,859.57 13,829.67 30.10% 129,841.54 Aaa / AA+ AAA 3.04 2.96 TOTAL PORTFOLIO 10,804,399.63 1.95% 10,864,797.86 10,868,631.13 0.32% 11,263,755.75 54,646.03 100.00% 395,124.62 Aa1 / AA AAA 2.69 2.52 TOTAL MARKET VALUE PLUS ACCRUED 11,318,401.78 Execution Time: 7/1/2020 6:37:16 PMChandler Asset Management - CONFIDENTIAL Page 8 3.A.4.a Packet Pg. 25 Attachment: 2019-20 June Treasurers Report with signature (Treasurer’s Report at June 30, 2020) Transaction Ledger As of June 30, 2020 City of San Jacinto Account #10167 Transaction Type Settlement Date CUSIP Quantity Security Description Price Acq/Disp Yield Amount Interest Pur/Sold Total Amount Gain/Loss ACQUISITIONS Purchase 06/01/2020 31846V203 1.90 First American Govt Obligation Fund Class Y 1.000 0.01%1.90 0.00 1.90 0.00 Purchase 06/05/2020 3135G03U5 100,000.00 FNMA Note 0.625% Due 4/22/2025 100.382 0.55%100,382.00 71.18 100,453.18 0.00 Purchase 06/05/2020 912828ZT0 230,000.00 US Treasury Note 0.25% Due 5/31/2025 99.293 0.39%228,373.83 7.86 228,381.69 0.00 Purchase 06/08/2020 31846V203 3,712.50 First American Govt Obligation Fund Class Y 1.000 0.01%3,712.50 0.00 3,712.50 0.00 Purchase 06/09/2020 31846V203 1,250.00 First American Govt Obligation Fund Class Y 1.000 0.01%1,250.00 0.00 1,250.00 0.00 Purchase 06/10/2020 31846V203 2,125.00 First American Govt Obligation Fund Class Y 1.000 0.01%2,125.00 0.00 2,125.00 0.00 Purchase 06/11/2020 31846V203 2,109.38 First American Govt Obligation Fund Class Y 1.000 0.01%2,109.38 0.00 2,109.38 0.00 Purchase 06/12/2020 31846V203 130,000.00 First American Govt Obligation Fund Class Y 1.000 0.01%130,000.00 0.00 130,000.00 0.00 Purchase 06/12/2020 31846V203 1,137.50 First American Govt Obligation Fund Class Y 1.000 0.01%1,137.50 0.00 1,137.50 0.00 Purchase 06/13/2020 31846V203 3,437.50 First American Govt Obligation Fund Class Y 1.000 0.01%3,437.50 0.00 3,437.50 0.00 Purchase 06/14/2020 31846V203 3,018.75 First American Govt Obligation Fund Class Y 1.000 0.01%3,018.75 0.00 3,018.75 0.00 Purchase 06/15/2020 31846V203 136.71 First American Govt Obligation Fund Class Y 1.000 0.01%136.71 0.00 136.71 0.00 Purchase 06/15/2020 31846V203 118.67 First American Govt Obligation Fund Class Y 1.000 0.01%118.67 0.00 118.67 0.00 Purchase 06/15/2020 31846V203 73.67 First American Govt Obligation Fund Class Y 1.000 0.01%73.67 0.00 73.67 0.00 Purchase 06/15/2020 31846V203 55.00 First American Govt Obligation Fund Class Y 1.000 0.01%55.00 0.00 55.00 0.00 Purchase 06/15/2020 31846V203 3,276.04 First American Govt Obligation Fund Class Y 1.000 0.01%3,276.04 0.00 3,276.04 0.00 Execution Time: 7/1/2020 6:37:16 PMChandler Asset Management - CONFIDENTIAL Page 9 3.A.4.a Packet Pg. 26 Attachment: 2019-20 June Treasurers Report with signature (Treasurer’s Report at June 30, 2020) Transaction Ledger As of June 30, 2020 City of San Jacinto Account #10167 Transaction Type Settlement Date CUSIP Quantity Security Description Price Acq/Disp Yield Amount Interest Pur/Sold Total Amount Gain/Loss ACQUISITIONS Purchase 06/15/2020 31846V203 2,760.48 First American Govt Obligation Fund Class Y 1.000 0.01%2,760.48 0.00 2,760.48 0.00 Purchase 06/15/2020 31846V203 14,312.67 First American Govt Obligation Fund Class Y 1.000 0.01%14,312.67 0.00 14,312.67 0.00 Purchase 06/15/2020 31846V203 5,490.16 First American Govt Obligation Fund Class Y 1.000 0.01%5,490.16 0.00 5,490.16 0.00 Purchase 06/19/2020 31846V203 2,750.00 First American Govt Obligation Fund Class Y 1.000 0.01%2,750.00 0.00 2,750.00 0.00 Purchase 06/22/2020 31846V203 4,443.48 First American Govt Obligation Fund Class Y 1.000 0.01%4,443.48 0.00 4,443.48 0.00 Purchase 06/23/2020 31846V203 3,125.00 First American Govt Obligation Fund Class Y 1.000 0.01%3,125.00 0.00 3,125.00 0.00 Purchase 06/25/2020 3130AJKW8 225,000.00 FHLB Note 0.5% Due 6/13/2025 99.922 0.52%224,824.50 156.25 224,980.75 0.00 Subtotal 738,334.41 736,914.74 235.29 737,150.03 0.00 TOTAL ACQUISITIONS 738,334.41 736,914.74 235.29 737,150.03 0.00 DISPOSITIONS Sale 06/05/2020 31846V203 328,834.87 First American Govt Obligation Fund Class Y 1.000 0.01%328,834.87 0.00 328,834.87 0.00 Sale 06/25/2020 31846V203 224,980.75 First American Govt Obligation Fund Class Y 1.000 0.01%224,980.75 0.00 224,980.75 0.00 Subtotal 553,815.62 553,815.62 0.00 553,815.62 0.00 Paydown 06/15/2020 43815NAC8 0.00 Honda Auto Receivables Trust 2019-3 A3 1.78% Due 8/15/2023 100.000 0.00 118.67 118.67 0.00 Paydown 06/15/2020 477870AC3 0.00 John Deere Owner Trust 2019-B A3 2.21% Due 12/15/2023 100.000 0.00 73.67 73.67 0.00 Execution Time: 7/1/2020 6:37:16 PMChandler Asset Management - CONFIDENTIAL Page 10 3.A.4.a Packet Pg. 27 Attachment: 2019-20 June Treasurers Report with signature (Treasurer’s Report at June 30, 2020) Transaction Ledger As of June 30, 2020 City of San Jacinto Account #10167 Transaction Type Settlement Date CUSIP Quantity Security Description Price Acq/Disp Yield Amount Interest Pur/Sold Total Amount Gain/Loss DISPOSITIONS Paydown 06/15/2020 47788BAD6 3,252.79 John Deere Owner Trust 2017-B A3 1.82% Due 10/15/2021 100.000 3,252.79 23.25 3,276.04 0.00 Paydown 06/15/2020 47789JAB2 2,717.18 John Deere Owner Trust 2019-A A2 2.85% Due 12/15/2021 100.000 2,717.18 43.30 2,760.48 0.00 Paydown 06/15/2020 47789KAC7 0.00 John Deere Owner Trust 2020-A A3 1.1% Due 8/15/2024 100.000 0.00 55.00 55.00 0.00 Paydown 06/15/2020 65478WAE5 14,229.43 Nissan Auto Receivables Trust 2016-C A4 1.38% Due 1/17/2023 100.000 14,229.43 83.24 14,312.67 0.00 Paydown 06/15/2020 65479JAD5 0.00 Nissan Auto Receivables Owner 2019-C A3 1.93% Due 7/15/2024 100.000 0.00 136.71 136.71 0.00 Paydown 06/15/2020 89238KAD4 5,412.10 Toyota Auto Receivables Trust 2017-D A3 1.93% Due 1/18/2022 100.000 5,412.10 78.06 5,490.16 0.00 Paydown 06/22/2020 43815HAC1 4,294.89 Honda Auto Receivables Trust 2018-3 A3 2.95% Due 8/22/2022 100.000 4,294.89 148.59 4,443.48 0.00 Subtotal 29,906.39 29,906.39 760.49 30,666.88 0.00 Maturity 06/12/2020 313383HU8 130,000.00 FHLB Note 1.75% Due 6/12/2020 100.000 130,000.00 0.00 130,000.00 0.00 Subtotal 130,000.00 130,000.00 0.00 130,000.00 0.00 Security Withdrawal 06/04/2020 31846V203 940.10 First American Govt Obligation Fund Class Y 1.000 940.10 0.00 940.10 0.00 Security Withdrawal 06/25/2020 31846V203 104.17 First American Govt Obligation Fund Class Y 1.000 104.17 0.00 104.17 0.00 Subtotal 1,044.27 1,044.27 0.00 1,044.27 0.00 TOTAL DISPOSITIONS 714,766.28 714,766.28 760.49 715,526.77 0.00 Execution Time: 7/1/2020 6:37:16 PMChandler Asset Management - CONFIDENTIAL Page 11 3.A.4.a Packet Pg. 28 Attachment: 2019-20 June Treasurers Report with signature (Treasurer’s Report at June 30, 2020) Transaction Ledger As of June 30, 2020 City of San Jacinto Account #10167 Transaction Type Settlement Date CUSIP Quantity Security Description Price Acq/Disp Yield Amount Interest Pur/Sold Total Amount Gain/Loss OTHER TRANSACTIONS Interest 06/08/2020 3130A0F70 220,000.00 FHLB Note 3.375% Due 12/8/2023 0.000 3,712.50 0.00 3,712.50 0.00 Interest 06/09/2020 3130A3KM5 100,000.00 FHLB Note 2.5% Due 12/9/2022 0.000 1,250.00 0.00 1,250.00 0.00 Interest 06/10/2020 313379Q69 200,000.00 FHLB Note 2.125% Due 6/10/2022 0.000 2,125.00 0.00 2,125.00 0.00 Interest 06/11/2020 3130A3UQ5 225,000.00 FHLB Note 1.875% Due 12/11/2020 0.000 2,109.38 0.00 2,109.38 0.00 Interest 06/12/2020 313383HU8 130,000.00 FHLB Note 1.75% Due 6/12/2020 0.000 1,137.50 0.00 1,137.50 0.00 Interest 06/13/2020 3130A3GE8 250,000.00 FHLB Note 2.75% Due 12/13/2024 0.000 3,437.50 0.00 3,437.50 0.00 Interest 06/14/2020 3130A1XJ2 210,000.00 FHLB Note 2.875% Due 6/14/2024 0.000 3,018.75 0.00 3,018.75 0.00 Interest 06/19/2020 3137EAEN5 200,000.00 FHLMC Note 2.75% Due 6/19/2023 0.000 2,750.00 0.00 2,750.00 0.00 Interest 06/23/2020 931142EJ8 200,000.00 Wal-Mart Stores Note 3.125% Due 6/23/2021 0.000 3,125.00 0.00 3,125.00 0.00 Subtotal 1,735,000.00 22,665.63 0.00 22,665.63 0.00 Dividend 06/01/2020 31846V203 400,901.87 First American Govt Obligation Fund Class Y 0.000 1.90 0.00 1.90 0.00 Subtotal 400,901.87 1.90 0.00 1.90 0.00 TOTAL OTHER TRANSACTIONS 2,135,901.87 22,667.53 0.00 22,667.53 0.00 Execution Time: 7/1/2020 6:37:16 PMChandler Asset Management - CONFIDENTIAL Page 12 3.A.4.a Packet Pg. 29 Attachment: 2019-20 June Treasurers Report with signature (Treasurer’s Report at June 30, 2020) Income Earned As of June 30, 2020 City of San Jacinto Account #10167 CUSIP Security Description Trade Date Settle Date Units Book Value: Begin Book Value: Acq Book Value: Disp Book Value: End Prior Accrued Inc. Received Ending Accrued Total Interest Accr. Of Discount Amort. Of Premium Net Accret/Amort Income Earned Total Income FIXED INCOME 02665WAZ4 American Honda Finance Note 2.45% Due 09/24/2020 10/07/2016 10/13/2016 150,000.00 150,331.84 0.00 0.00 150,245.27 683.96 0.00 990.21 306.25 0.00 86.57 (86.57) 219.68 219.68 037833AK6 Apple Inc Note 2.4% Due 05/03/2023 05/20/2019 05/22/2019 200,000.00 198,731.45 0.00 0.00 198,767.15 373.33 0.00 773.33 400.00 35.70 0.00 35.70 435.70 435.70 06051GEU9 Bank of America Corp Note 3.3% Due 01/11/2023 01/28/2019 01/30/2019 130,000.00 130,039.56 0.00 0.00 130,038.32 1,668.33 0.00 2,025.83 357.50 0.00 1.24 (1.24) 356.26 356.26 06406RAE7 Bank of NY Mellon Corp Callable Note Cont 12/29/2022 2.95% Due 01/29/2023 09/09/2019 09/11/2019 145,000.00 148,546.44 0.00 0.00 148,433.37 1,449.60 0.00 1,806.06 356.46 0.00 113.07 (113.07) 243.39 243.39 084670BR8 Berkshire Hathaway Callable Note Cont 1/15/2023 2.75% Due 03/15/2023 08/26/2019 08/28/2019 150,000.00 153,507.63 0.00 0.00 153,397.79 870.83 0.00 1,214.58 343.75 0.00 109.84 (109.84) 233.91 233.91 17275RBD3 Cisco Systems Note 2.2% Due 02/28/2021 09/20/2017 09/22/2017 150,000.00 150,240.25 0.00 0.00 150,213.75 852.50 0.00 1,127.50 275.00 0.00 26.50 (26.50) 248.50 248.50 24422EUR8 John Deere Capital Corp Note 3.45% Due 01/10/2024 03/14/2019 03/18/2019 150,000.00 152,489.51 0.00 0.00 152,432.85 2,026.88 0.00 2,458.13 431.25 0.00 56.66 (56.66) 374.59 374.59 3130A0F70 FHLB Note 3.375% Due 12/08/2023 01/30/2019 01/31/2019 220,000.00 224,781.33 0.00 0.00 224,669.70 3,568.13 3,712.50 474.38 618.75 0.00 111.63 (111.63) 507.12 507.12 3130A1XJ2 FHLB Note 2.875% Due 06/14/2024 Various Various 210,000.00 217,321.66 0.00 0.00 217,172.65 2,800.72 3,018.75 285.10 503.13 0.00 149.01 (149.01) 354.12 354.12 Execution Time: 7/1/2020 6:37:16 PMChandler Asset Management - CONFIDENTIAL Page 13 3.A.4.a Packet Pg. 30 Attachment: 2019-20 June Treasurers Report with signature (Treasurer’s Report at June 30, 2020) Income Earned As of June 30, 2020 City of San Jacinto Account #10167 CUSIP Security Description Trade Date Settle Date Units Book Value: Begin Book Value: Acq Book Value: Disp Book Value: End Prior Accrued Inc. Received Ending Accrued Total Interest Accr. Of Discount Amort. Of Premium Net Accret/Amort Income Earned Total Income 3130A2UW4 FHLB Note 2.875% Due 09/13/2024 10/29/2019 10/30/2019 150,000.00 156,802.47 0.00 0.00 156,672.08 934.38 0.00 1,293.75 359.37 0.00 130.39 (130.39) 228.98 228.98 3130A3GE8 FHLB Note 2.75% Due 12/13/2024 12/16/2019 12/17/2019 250,000.00 260,603.21 0.00 0.00 260,411.13 3,208.33 3,437.50 343.75 572.92 0.00 192.08 (192.08) 380.84 380.84 3130A3KM5 FHLB Note 2.5% Due 12/09/2022 09/10/2019 09/13/2019 100,000.00 102,190.00 0.00 0.00 102,118.67 1,194.44 1,250.00 152.78 208.34 0.00 71.33 (71.33) 137.01 137.01 3130A3UQ5 FHLB Note 1.875% Due 12/11/2020 01/28/2016 01/29/2016 225,000.00 225,395.42 0.00 0.00 225,333.95 1,992.19 2,109.38 234.38 351.57 0.00 61.47 (61.47) 290.10 290.10 3130A5Z77 FHLB Note 1.83% Due 07/29/2020 10/27/2015 10/28/2015 125,000.00 125,071.25 0.00 0.00 125,034.40 775.21 0.00 965.83 190.62 0.00 36.85 (36.85) 153.77 153.77 3130A7CV5 FHLB Note 1.375% Due 02/18/2021 03/10/2016 03/11/2016 200,000.00 199,682.41 0.00 0.00 199,718.77 786.81 0.00 1,015.97 229.16 36.36 0.00 36.36 265.52 265.52 3130AJKW8 FHLB Note 0.5% Due 06/13/2025 06/24/2020 06/25/2020 225,000.00 0.00 224,824.50 0.00 224,825.08 0.00 (156.25) 175.00 18.75 0.58 0.00 0.58 19.33 19.33 313378WG2 FHLB Note 2.5% Due 03/11/2022 03/13/2018 03/14/2018 300,000.00 299,254.67 0.00 0.00 299,289.17 1,666.67 0.00 2,291.67 625.00 34.50 0.00 34.50 659.50 659.50 313379Q69 FHLB Note 2.125% Due 06/10/2022 06/20/2017 06/21/2017 200,000.00 200,964.98 0.00 0.00 200,925.80 2,018.75 2,125.00 247.92 354.17 0.00 39.18 (39.18) 314.99 314.99 Execution Time: 7/1/2020 6:37:16 PMChandler Asset Management - CONFIDENTIAL Page 14 3.A.4.a Packet Pg. 31 Attachment: 2019-20 June Treasurers Report with signature (Treasurer’s Report at June 30, 2020) Income Earned As of June 30, 2020 City of San Jacinto Account #10167 CUSIP Security Description Trade Date Settle Date Units Book Value: Begin Book Value: Acq Book Value: Disp Book Value: End Prior Accrued Inc. Received Ending Accrued Total Interest Accr. Of Discount Amort. Of Premium Net Accret/Amort Income Earned Total Income 313383HU8 FHLB Note Due 06/12/2020 10/14/2015 10/15/2015 0.00 130,014.10 0.00 130,000.00 0.00 1,067.99 1,137.50 0.00 69.51 0.00 14.10 (14.10) 55.41 55.41 313383YJ4 FHLB Note 3.375% Due 09/08/2023 12/27/2018 12/28/2018 200,000.00 203,919.66 0.00 0.00 203,821.18 1,556.25 0.00 2,118.75 562.50 0.00 98.48 (98.48) 464.02 464.02 3135G03U5 FNMA Note 0.625% Due 04/22/2025 Various Various 310,000.00 209,576.41 100,382.00 0.00 309,959.96 134.90 (71.18) 360.59 154.51 7.12 5.57 1.55 156.06 156.06 3135G0N82 FNMA Note 1.25% Due 08/17/2021 01/26/2017 01/31/2017 315,000.00 312,223.79 0.00 0.00 312,412.22 1,137.50 0.00 1,465.63 328.13 188.43 0.00 188.43 516.56 516.56 3135G0T94 FNMA Note 2.375% Due 01/19/2023 10/17/2018 10/19/2018 290,000.00 285,040.16 0.00 0.00 285,194.83 2,525.42 0.00 3,099.38 573.96 154.67 0.00 154.67 728.63 728.63 3135G0V34 FNMA Note 2.5% Due 02/05/2024 03/24/2020 03/25/2020 375,000.00 397,687.14 0.00 0.00 397,180.73 3,020.83 0.00 3,802.08 781.25 0.00 506.41 (506.41) 274.84 274.84 3135G0W33 FNMA Note 1.375% Due 09/06/2022 09/05/2019 09/06/2019 200,000.00 199,474.82 0.00 0.00 199,493.88 649.31 0.00 878.47 229.16 19.06 0.00 19.06 248.22 248.22 3135G0X24 FNMA Note 1.625% Due 01/07/2025 01/16/2020 01/17/2020 225,000.00 224,350.54 0.00 0.00 224,362.13 1,432.03 0.00 1,736.72 304.69 11.59 0.00 11.59 316.28 316.28 3137EAEK1 FHLMC Note 1.875% Due 11/17/2020 01/18/2018 01/19/2018 225,000.00 224,679.75 0.00 0.00 224,736.60 164.06 0.00 515.63 351.57 56.85 0.00 56.85 408.42 408.42 Execution Time: 7/1/2020 6:37:16 PMChandler Asset Management - CONFIDENTIAL Page 15 3.A.4.a Packet Pg. 32 Attachment: 2019-20 June Treasurers Report with signature (Treasurer’s Report at June 30, 2020) Income Earned As of June 30, 2020 City of San Jacinto Account #10167 CUSIP Security Description Trade Date Settle Date Units Book Value: Begin Book Value: Acq Book Value: Disp Book Value: End Prior Accrued Inc. Received Ending Accrued Total Interest Accr. Of Discount Amort. Of Premium Net Accret/Amort Income Earned Total Income 3137EAEN5 FHLMC Note 2.75% Due 06/19/2023 11/13/2018 11/14/2018 200,000.00 198,126.87 0.00 0.00 198,177.36 2,475.00 2,750.00 183.33 458.33 50.49 0.00 50.49 508.82 508.82 3137EAEP0 FHLMC Note 1.5% Due 02/12/2025 02/13/2020 02/14/2020 245,000.00 244,822.51 0.00 0.00 244,825.62 1,092.29 0.00 1,398.54 306.25 3.11 0.00 3.11 309.36 309.36 369550BE7 General Dynamics Corp Note 3% Due 05/11/2021 05/15/2018 05/18/2018 125,000.00 124,724.78 0.00 0.00 124,748.79 208.33 0.00 520.83 312.50 24.01 0.00 24.01 336.51 336.51 43815HAC1 Honda Auto Receivables Trust 2018-3 A3 2.95% Due 08/22/2022 08/21/2018 08/28/2018 56,150.29 60,440.56 0.00 4,294.89 56,146.16 49.53 148.59 46.01 145.07 0.49 0.00 0.49 145.56 145.56 43815NAC8 Honda Auto Receivables Trust 2019-3 A3 1.78% Due 08/15/2023 08/20/2019 08/27/2019 80,000.00 79,999.51 0.00 0.00 79,999.52 63.29 118.67 63.29 118.67 0.01 0.00 0.01 118.68 118.68 46625HJX9 JP Morgan Chase Note 3.625% Due 05/13/2024 12/19/2019 12/24/2019 145,000.00 152,705.79 0.00 0.00 152,545.47 262.81 0.00 700.83 438.02 0.00 160.32 (160.32) 277.70 277.70 477870AC3 John Deere Owner Trust 2019-B A3 2.21% Due 12/15/2023 07/16/2019 07/24/2019 40,000.00 39,993.17 0.00 0.00 39,993.32 39.29 73.67 39.29 73.67 0.15 0.00 0.15 73.82 73.82 47788BAD6 John Deere Owner Trust 2017-B A3 1.82% Due 10/15/2021 07/26/2018 07/30/2018 12,077.42 15,232.76 0.00 3,252.79 12,005.25 12.40 23.25 9.77 20.62 25.28 0.00 25.28 45.90 45.90 47789JAB2 John Deere Owner Trust 2019-A A2 2.85% Due 12/15/2021 03/05/2019 03/13/2019 15,515.97 18,232.69 0.00 2,717.18 15,515.60 23.10 43.30 19.65 39.85 0.09 0.00 0.09 39.94 39.94 Execution Time: 7/1/2020 6:37:16 PMChandler Asset Management - CONFIDENTIAL Page 16 3.A.4.a Packet Pg. 33 Attachment: 2019-20 June Treasurers Report with signature (Treasurer’s Report at June 30, 2020) Income Earned As of June 30, 2020 City of San Jacinto Account #10167 CUSIP Security Description Trade Date Settle Date Units Book Value: Begin Book Value: Acq Book Value: Disp Book Value: End Prior Accrued Inc. Received Ending Accrued Total Interest Accr. Of Discount Amort. Of Premium Net Accret/Amort Income Earned Total Income 47789KAC7 John Deere Owner Trust 2020-A A3 1.1% Due 08/15/2024 03/04/2020 03/11/2020 60,000.00 59,996.52 0.00 0.00 59,996.58 29.33 55.00 29.33 55.00 0.06 0.00 0.06 55.06 55.06 65478WAE5 Nissan Auto Receivables Trust 2016-C A4 1.38% Due 01/17/2023 04/16/2019 04/18/2019 58,156.89 71,798.52 0.00 14,229.43 57,712.92 44.40 83.24 35.67 74.51 143.83 0.00 143.83 218.34 218.34 65479JAD5 Nissan Auto Receivables Owner 2019-C A3 1.93% Due 07/15/2024 10/16/2019 10/23/2019 85,000.00 84,996.09 0.00 0.00 84,996.17 72.91 136.71 72.91 136.71 0.08 0.00 0.08 136.79 136.79 68389XBK0 Oracle Corp Callable Note Cont 8/15/2021 1.9% Due 09/15/2021 10/12/2017 10/16/2017 200,000.00 199,492.11 0.00 0.00 199,524.46 802.22 0.00 1,118.89 316.67 32.35 0.00 32.35 349.02 349.02 808513AW5 Charles Schwab Corp Callable Note Cont 4/21/2021 3.25% Due 05/21/2021 05/30/2018 06/01/2018 150,000.00 150,310.49 0.00 0.00 150,281.74 135.42 0.00 541.67 406.25 0.00 28.75 (28.75) 377.50 377.50 857477AS2 State Street Bank Note 2.55% Due 08/18/2020 11/29/2016 12/02/2016 125,000.00 125,093.25 0.00 0.00 125,057.39 911.98 0.00 1,177.60 265.62 0.00 35.86 (35.86) 229.76 229.76 89236TDP7 Toyota Motor Credit Corp Note 2.6% Due 01/11/2022 01/28/2019 01/30/2019 130,000.00 129,250.65 0.00 0.00 129,288.82 1,314.44 0.00 1,596.11 281.67 38.17 0.00 38.17 319.84 319.84 89238KAD4 Toyota Auto Receivables Trust 2017-D A3 1.93% Due 01/18/2022 10/17/2019 10/21/2019 43,122.67 48,526.50 0.00 5,412.10 43,115.69 33.83 78.06 30.05 74.28 1.29 0.00 1.29 75.57 75.57 91159HHL7 US Bancorp Callable Note 1X 12/29/2020 2.35% Due 01/29/2021 05/02/2017 05/05/2017 125,000.00 125,160.15 0.00 0.00 125,137.38 995.49 0.00 1,240.28 244.79 0.00 22.77 (22.77) 222.02 222.02 Execution Time: 7/1/2020 6:37:16 PMChandler Asset Management - CONFIDENTIAL Page 17 3.A.4.a Packet Pg. 34 Attachment: 2019-20 June Treasurers Report with signature (Treasurer’s Report at June 30, 2020) Income Earned As of June 30, 2020 City of San Jacinto Account #10167 CUSIP Security Description Trade Date Settle Date Units Book Value: Begin Book Value: Acq Book Value: Disp Book Value: End Prior Accrued Inc. Received Ending Accrued Total Interest Accr. Of Discount Amort. Of Premium Net Accret/Amort Income Earned Total Income 9128282U3 US Treasury Note 1.875% Due 08/31/2024 12/12/2019 12/13/2019 230,000.00 231,108.70 0.00 0.00 231,087.27 1,089.84 0.00 1,441.41 351.57 0.00 21.43 (21.43) 330.14 330.14 9128284D9 US Treasury Note 2.5% Due 03/31/2023 Various Various 210,000.00 207,520.02 0.00 0.00 207,592.04 889.35 0.00 1,319.67 430.32 72.02 0.00 72.02 502.34 502.34 912828G53 US Treasury Note 1.875% Due 11/30/2021 04/26/2017 04/27/2017 220,000.00 220,213.15 0.00 0.00 220,201.46 11.27 0.00 349.39 338.12 0.00 11.69 (11.69) 326.43 326.43 912828L24 US Treasury Note 1.875% Due 08/31/2022 07/22/2019 07/23/2019 150,000.00 150,334.83 0.00 0.00 150,322.60 710.77 0.00 940.05 229.28 0.00 12.23 (12.23) 217.05 217.05 912828M80 US Treasury Note 2% Due 11/30/2022 04/11/2019 04/15/2019 200,000.00 198,521.22 0.00 0.00 198,569.87 10.93 0.00 338.80 327.87 48.65 0.00 48.65 376.52 376.52 912828S76 US Treasury Note 1.125% Due 07/31/2021 11/29/2017 11/30/2017 260,000.00 257,514.60 0.00 0.00 257,690.04 980.36 0.00 1,221.43 241.07 175.44 0.00 175.44 416.51 416.51 912828T34 US Treasury Note 1.125% Due 09/30/2021 05/30/2018 05/31/2018 125,000.00 122,683.46 0.00 0.00 122,826.45 238.22 0.00 353.48 115.26 142.99 0.00 142.99 258.25 258.25 912828W71 US Treasury Note 2.125% Due 03/31/2024 12/05/2019 12/06/2019 210,000.00 213,842.37 0.00 0.00 213,759.98 755.94 0.00 1,121.72 365.78 0.00 82.39 (82.39) 283.39 283.39 912828W89 US Treasury Note 1.875% Due 03/31/2022 04/26/2018 04/27/2018 200,000.00 196,986.66 0.00 0.00 197,121.99 635.25 0.00 942.62 307.37 135.33 0.00 135.33 442.70 442.70 Execution Time: 7/1/2020 6:37:16 PMChandler Asset Management - CONFIDENTIAL Page 18 3.A.4.a Packet Pg. 35 Attachment: 2019-20 June Treasurers Report with signature (Treasurer’s Report at June 30, 2020) Income Earned As of June 30, 2020 City of San Jacinto Account #10167 CUSIP Security Description Trade Date Settle Date Units Book Value: Begin Book Value: Acq Book Value: Disp Book Value: End Prior Accrued Inc. Received Ending Accrued Total Interest Accr. Of Discount Amort. Of Premium Net Accret/Amort Income Earned Total Income 912828WN6 US Treasury Note 2% Due 05/31/2021 04/29/2019 04/30/2019 200,000.00 199,436.47 0.00 0.00 199,482.92 10.93 0.00 338.80 327.87 46.45 0.00 46.45 374.32 374.32 912828Y61 US Treasury Note 2.75% Due 07/31/2023 12/27/2018 12/28/2018 175,000.00 175,843.25 0.00 0.00 175,821.35 1,612.98 0.00 2,009.62 396.64 0.00 21.90 (21.90) 374.74 374.74 912828Y87 US Treasury Note 1.75% Due 07/31/2024 01/17/2020 01/21/2020 220,000.00 221,067.52 0.00 0.00 221,046.46 1,290.38 0.00 1,607.69 317.31 0.00 21.06 (21.06) 296.25 296.25 912828YV6 US Treasury Note 1.5% Due 11/30/2024 12/12/2019 12/13/2019 230,000.00 227,664.55 0.00 0.00 227,707.19 9.43 0.00 292.21 282.78 42.64 0.00 42.64 325.42 325.42 912828ZC7 US Treasury Note 1.125% Due 02/28/2025 03/24/2020 03/25/2020 400,000.00 411,592.03 0.00 0.00 411,391.36 1,137.23 0.00 1,504.08 366.85 0.00 200.67 (200.67) 166.18 166.18 912828ZT0 US Treasury Note 0.25% Due 05/31/2025 06/04/2020 06/05/2020 230,000.00 0.00 228,373.83 0.00 228,397.05 0.00 (7.86) 48.70 40.84 23.22 0.00 23.22 64.06 64.06 931142EJ8 Wal-Mart Stores Note 3.125% Due 06/23/2021 Various Various 200,000.00 200,332.84 0.00 0.00 200,307.04 2,743.05 3,125.00 138.89 520.84 0.00 25.80 (25.80) 495.04 495.04 Total Fixed Income 10,775,023.24 10,446,485.04 553,580.33 159,906.39 10,839,254.74 59,251.34 23,190.83 54,646.03 18,585.52 1,551.01 2,455.25 (904.24) 17,681.28 17,681.28 Execution Time: 7/1/2020 6:37:16 PMChandler Asset Management - CONFIDENTIAL Page 19 3.A.4.a Packet Pg. 36 Attachment: 2019-20 June Treasurers Report with signature (Treasurer’s Report at June 30, 2020) Income Earned As of June 30, 2020 City of San Jacinto Account #10167 CUSIP Security Description Trade Date Settle Date Units Book Value: Begin Book Value: Acq Book Value: Disp Book Value: End Prior Accrued Inc. Received Ending Accrued Total Interest Accr. Of Discount Amort. Of Premium Net Accret/Amort Income Earned Total Income CASH & EQUIVALENT 31846V203 First American Govt Obligation Fund Class Y 06/23/2020 06/23/2020 29,376.39 400,901.87 183,334.41 554,859.89 29,376.39 0.00 1.90 0.00 1.90 0.00 0.00 0.00 1.90 1.90 Total Cash & Equivalent 29,376.39 400,901.87 183,334.41 554,859.89 29,376.39 0.00 1.90 0.00 1.90 0.00 0.00 0.00 1.90 1.90 TOTAL PORTFOLIO 10,804,399.63 10,847,386.91 736,914.74 714,766.28 10,868,631.13 59,251.34 23,192.73 54,646.03 18,587.42 1,551.01 2,455.25 (904.24) 17,683.18 17,683.18 Execution Time: 7/1/2020 6:37:16 PMChandler Asset Management - CONFIDENTIAL Page 20 3.A.4.a Packet Pg. 37 Attachment: 2019-20 June Treasurers Report with signature (Treasurer’s Report at June 30, 2020) Cash Flow Report As of June 30, 2020 City of San Jacinto Account #10167 Payment Date Transaction Type CUSIP Quantity Security Description Principal Amount Income Total Amount 07/07/2020 Interest 3135G0X24 225,000.00 FNMA Note 1.625% Due 1/7/2025 0.00 1,797.66 1,797.66 07/10/2020 Interest 24422EUR8 150,000.00 John Deere Capital Corp Note 3.45% Due 1/10/2024 0.00 2,587.50 2,587.50 07/11/2020 Interest 06051GEU9 130,000.00 Bank of America Corp Note 3.3% Due 1/11/2023 0.00 2,145.00 2,145.00 07/11/2020 Interest 89236TDP7 130,000.00 Toyota Motor Credit Corp Note 2.6% Due 1/11/2022 0.00 1,690.00 1,690.00 07/15/2020 Paydown 477870AC3 40,000.00 John Deere Owner Trust 2019-B A3 2.21% Due 12/15/2023 912.31 73.67 985.98 07/15/2020 Paydown 47789KAC7 60,000.00 John Deere Owner Trust 2020-A A3 1.1% Due 8/15/2024 1,131.82 55.00 1,186.82 07/15/2020 Paydown 65478WAE5 58,156.89 Nissan Auto Receivables Trust 2016-C A4 1.38% Due 1/17/2023 3,598.91 66.88 3,665.79 07/15/2020 Paydown 47788BAD6 12,077.42 John Deere Owner Trust 2017-B A3 1.82% Due 10/15/2021 1,263.43 18.32 1,281.75 07/15/2020 Paydown 47789JAB2 15,515.97 John Deere Owner Trust 2019-A A2 2.85% Due 12/15/2021 844.79 36.85 881.64 07/15/2020 Paydown 43815NAC8 80,000.00 Honda Auto Receivables Trust 2019-3 A3 1.78% Due 8/15/2023 4,286.97 118.67 4,405.64 07/15/2020 Paydown 65479JAD5 85,000.00 Nissan Auto Receivables Owner 2019-C A3 1.93% Due 7/15/2024 1,642.77 136.71 1,779.48 07/18/2020 Paydown 89238KAD4 43,122.67 Toyota Auto Receivables Trust 2017-D A3 1.93% Due 1/18/2022 4,201.32 69.36 4,270.68 07/19/2020 Interest 3135G0T94 290,000.00 FNMA Note 2.375% Due 1/19/2023 0.00 3,443.75 3,443.75 07/21/2020 Paydown 43815HAC1 56,150.29 Honda Auto Receivables Trust 2018-3 A3 2.95% Due 8/22/2022 6,563.86 138.04 6,701.90 07/29/2020 Interest 91159HHL7 125,000.00 US Bancorp Callable Note 1X 12/29/2020 2.35% Due 1/29/2021 0.00 1,468.75 1,468.75 07/29/2020 Interest 06406RAE7 145,000.00 Bank of NY Mellon Corp Callable Note Cont 12/29/2022 2.95% Due 1/29/2023 0.00 2,138.75 2,138.75 Execution Time: 7/1/2020 6:37:16 PMChandler Asset Management - CONFIDENTIAL Page 21 3.A.4.a Packet Pg. 38 Attachment: 2019-20 June Treasurers Report with signature (Treasurer’s Report at June 30, 2020) Cash Flow Report As of June 30, 2020 City of San Jacinto Account #10167 Payment Date Transaction Type CUSIP Quantity Security Description Principal Amount Income Total Amount 07/29/2020 Maturity 3130A5Z77 125,000.00 FHLB Note 1.83% Due 7/29/2020 125,000.00 1,143.75 126,143.75 07/31/2020 Interest 912828Y87 220,000.00 US Treasury Note 1.75% Due 7/31/2024 0.00 1,925.00 1,925.00 07/31/2020 Interest 912828S76 260,000.00 US Treasury Note 1.125% Due 7/31/2021 0.00 1,462.50 1,462.50 07/31/2020 Interest 912828Y61 175,000.00 US Treasury Note 2.75% Due 7/31/2023 0.00 2,406.25 2,406.25 JUL 2020 149,446.18 22,922.41 172,368.59 08/05/2020 Interest 3135G0V34 375,000.00 FNMA Note 2.5% Due 2/5/2024 0.00 4,687.50 4,687.50 08/12/2020 Interest 3137EAEP0 245,000.00 FHLMC Note 1.5% Due 2/12/2025 0.00 1,817.08 1,817.08 08/15/2020 Paydown 47788BAD6 12,077.42 John Deere Owner Trust 2017-B A3 1.82% Due 10/15/2021 1,196.27 16.40 1,212.67 08/15/2020 Paydown 47789KAC7 60,000.00 John Deere Owner Trust 2020-A A3 1.1% Due 8/15/2024 1,134.50 53.96 1,188.46 08/15/2020 Paydown 65478WAE5 58,156.89 Nissan Auto Receivables Trust 2016-C A4 1.38% Due 1/17/2023 3,603.67 62.74 3,666.41 08/15/2020 Paydown 477870AC3 40,000.00 John Deere Owner Trust 2019-B A3 2.21% Due 12/15/2023 914.21 71.99 986.20 08/15/2020 Paydown 47789JAB2 15,515.97 John Deere Owner Trust 2019-A A2 2.85% Due 12/15/2021 846.79 34.84 881.63 08/15/2020 Paydown 43815NAC8 80,000.00 Honda Auto Receivables Trust 2019-3 A3 1.78% Due 8/15/2023 4,187.17 112.31 4,299.48 08/15/2020 Paydown 65479JAD5 85,000.00 Nissan Auto Receivables Owner 2019-C A3 1.93% Due 7/15/2024 1,646.47 134.07 1,780.54 08/17/2020 Interest 3135G0N82 315,000.00 FNMA Note 1.25% Due 8/17/2021 0.00 1,968.75 1,968.75 08/18/2020 Interest 3130A7CV5 200,000.00 FHLB Note 1.375% Due 2/18/2021 0.00 1,375.00 1,375.00 08/18/2020 Maturity 857477AS2 125,000.00 State Street Bank Note 2.55% Due 8/18/2020 125,000.00 1,593.75 126,593.75 Execution Time: 7/1/2020 6:37:16 PMChandler Asset Management - CONFIDENTIAL Page 22 3.A.4.a Packet Pg. 39 Attachment: 2019-20 June Treasurers Report with signature (Treasurer’s Report at June 30, 2020) Cash Flow Report As of June 30, 2020 City of San Jacinto Account #10167 Payment Date Transaction Type CUSIP Quantity Security Description Principal Amount Income Total Amount 08/18/2020 Paydown 89238KAD4 43,122.67 Toyota Auto Receivables Trust 2017-D A3 1.93% Due 1/18/2022 3,989.63 62.60 4,052.23 08/21/2020 Paydown 43815HAC1 56,150.29 Honda Auto Receivables Trust 2018-3 A3 2.95% Due 8/22/2022 6,229.45 121.90 6,351.35 08/28/2020 Interest 17275RBD3 150,000.00 Cisco Systems Note 2.2% Due 2/28/2021 0.00 1,650.00 1,650.00 08/31/2020 Interest 9128282U3 230,000.00 US Treasury Note 1.875% Due 8/31/2024 0.00 2,156.25 2,156.25 08/31/2020 Interest 912828ZC7 400,000.00 US Treasury Note 1.125% Due 2/28/2025 0.00 2,250.00 2,250.00 08/31/2020 Interest 912828L24 150,000.00 US Treasury Note 1.875% Due 8/31/2022 0.00 1,406.25 1,406.25 AUG 2020 148,748.16 19,575.39 168,323.55 09/06/2020 Interest 3135G0W33 200,000.00 FNMA Note 1.375% Due 9/6/2022 0.00 1,375.00 1,375.00 09/08/2020 Interest 313383YJ4 200,000.00 FHLB Note 3.375% Due 9/8/2023 0.00 3,375.00 3,375.00 09/11/2020 Interest 313378WG2 300,000.00 FHLB Note 2.5% Due 3/11/2022 0.00 3,750.00 3,750.00 09/13/2020 Interest 3130A2UW4 150,000.00 FHLB Note 2.875% Due 9/13/2024 0.00 2,156.25 2,156.25 09/15/2020 Interest 084670BR8 150,000.00 Berkshire Hathaway Callable Note Cont 1/15/2023 2.75% Due 3/15/2023 0.00 2,062.50 2,062.50 09/15/2020 Interest 68389XBK0 200,000.00 Oracle Corp Callable Note Cont 8/15/2021 1.9% Due 9/15/2021 0.00 1,900.00 1,900.00 09/15/2020 Paydown 47788BAD6 12,077.42 John Deere Owner Trust 2017-B A3 1.82% Due 10/15/2021 1,128.97 14.59 1,143.56 09/15/2020 Paydown 477870AC3 40,000.00 John Deere Owner Trust 2019-B A3 2.21% Due 12/15/2023 916.12 70.30 986.42 09/15/2020 Paydown 47789JAB2 15,515.97 John Deere Owner Trust 2019-A A2 2.85% Due 12/15/2021 848.79 32.83 881.62 09/15/2020 Paydown 43815NAC8 80,000.00 Honda Auto Receivables Trust 2019-3 A3 1.78% Due 8/15/2023 4,087.13 106.10 4,193.23 Execution Time: 7/1/2020 6:37:16 PMChandler Asset Management - CONFIDENTIAL Page 23 3.A.4.a Packet Pg. 40 Attachment: 2019-20 June Treasurers Report with signature (Treasurer’s Report at June 30, 2020) Cash Flow Report As of June 30, 2020 City of San Jacinto Account #10167 Payment Date Transaction Type CUSIP Quantity Security Description Principal Amount Income Total Amount 09/15/2020 Paydown 47789KAC7 60,000.00 John Deere Owner Trust 2020-A A3 1.1% Due 8/15/2024 1,137.18 52.92 1,190.10 09/15/2020 Paydown 65478WAE5 58,156.89 Nissan Auto Receivables Trust 2016-C A4 1.38% Due 1/17/2023 3,608.43 58.60 3,667.03 09/15/2020 Paydown 65479JAD5 85,000.00 Nissan Auto Receivables Owner 2019-C A3 1.93% Due 7/15/2024 1,650.17 131.42 1,781.59 09/18/2020 Paydown 89238KAD4 43,122.67 Toyota Auto Receivables Trust 2017-D A3 1.93% Due 1/18/2022 3,777.42 56.18 3,833.60 09/21/2020 Paydown 43815HAC1 56,150.29 Honda Auto Receivables Trust 2018-3 A3 2.95% Due 8/22/2022 5,893.80 106.59 6,000.39 09/24/2020 Maturity 02665WAZ4 150,000.00 American Honda Finance Note 2.45% Due 9/24/2020 150,000.00 1,837.50 151,837.50 09/30/2020 Interest 912828T34 125,000.00 US Treasury Note 1.125% Due 9/30/2021 0.00 703.13 703.13 09/30/2020 Interest 912828W71 210,000.00 US Treasury Note 2.125% Due 3/31/2024 0.00 2,231.25 2,231.25 09/30/2020 Interest 912828W89 200,000.00 US Treasury Note 1.875% Due 3/31/2022 0.00 1,875.00 1,875.00 09/30/2020 Interest 9128284D9 210,000.00 US Treasury Note 2.5% Due 3/31/2023 0.00 2,625.00 2,625.00 SEP 2020 173,048.01 24,520.16 197,568.17 10/15/2020 Paydown 47788BAD6 12,077.42 John Deere Owner Trust 2017-B A3 1.82% Due 10/15/2021 1,061.53 12.87 1,074.40 10/15/2020 Paydown 47789KAC7 60,000.00 John Deere Owner Trust 2020-A A3 1.1% Due 8/15/2024 1,139.87 51.88 1,191.75 10/15/2020 Paydown 65478WAE5 58,156.89 Nissan Auto Receivables Trust 2016-C A4 1.38% Due 1/17/2023 3,613.20 54.45 3,667.65 10/15/2020 Paydown 43815NAC8 80,000.00 Honda Auto Receivables Trust 2019-3 A3 1.78% Due 8/15/2023 3,986.85 100.03 4,086.88 10/15/2020 Paydown 65479JAD5 85,000.00 Nissan Auto Receivables Owner 2019-C A3 1.93% Due 7/15/2024 1,653.89 128.76 1,782.65 10/15/2020 Paydown 477870AC3 40,000.00 John Deere Owner Trust 2019-B A3 2.21% Due 12/15/2023 918.02 68.62 986.64 Execution Time: 7/1/2020 6:37:16 PMChandler Asset Management - CONFIDENTIAL Page 24 3.A.4.a Packet Pg. 41 Attachment: 2019-20 June Treasurers Report with signature (Treasurer’s Report at June 30, 2020) Cash Flow Report As of June 30, 2020 City of San Jacinto Account #10167 Payment Date Transaction Type CUSIP Quantity Security Description Principal Amount Income Total Amount 10/15/2020 Paydown 47789JAB2 15,515.97 John Deere Owner Trust 2019-A A2 2.85% Due 12/15/2021 850.80 30.82 881.62 10/18/2020 Paydown 89238KAD4 43,122.67 Toyota Auto Receivables Trust 2017-D A3 1.93% Due 1/18/2022 3,564.68 50.11 3,614.79 10/21/2020 Paydown 43815HAC1 56,150.29 Honda Auto Receivables Trust 2018-3 A3 2.95% Due 8/22/2022 5,556.92 92.10 5,649.02 10/22/2020 Interest 3135G03U5 310,000.00 FNMA Note 0.625% Due 4/22/2025 0.00 957.99 957.99 OCT 2020 22,345.76 1,547.63 23,893.39 11/03/2020 Interest 037833AK6 200,000.00 Apple Inc Note 2.4% Due 5/3/2023 0.00 2,400.00 2,400.00 11/11/2020 Interest 369550BE7 125,000.00 General Dynamics Corp Note 3% Due 5/11/2021 0.00 1,875.00 1,875.00 11/13/2020 Interest 46625HJX9 145,000.00 JP Morgan Chase Note 3.625% Due 5/13/2024 0.00 2,628.13 2,628.13 11/15/2020 Paydown 477870AC3 40,000.00 John Deere Owner Trust 2019-B A3 2.21% Due 12/15/2023 919.94 66.92 986.86 11/15/2020 Paydown 47789KAC7 60,000.00 John Deere Owner Trust 2020-A A3 1.1% Due 8/15/2024 1,142.57 50.84 1,193.41 11/15/2020 Paydown 65478WAE5 58,156.89 Nissan Auto Receivables Trust 2016-C A4 1.38% Due 1/17/2023 3,617.98 50.29 3,668.27 11/15/2020 Paydown 43815NAC8 80,000.00 Honda Auto Receivables Trust 2019-3 A3 1.78% Due 8/15/2023 3,886.32 94.12 3,980.44 11/15/2020 Paydown 65479JAD5 85,000.00 Nissan Auto Receivables Owner 2019-C A3 1.93% Due 7/15/2024 1,657.61 126.10 1,783.71 11/15/2020 Paydown 47788BAD6 12,077.42 John Deere Owner Trust 2017-B A3 1.82% Due 10/15/2021 993.96 11.26 1,005.22 11/15/2020 Paydown 47789JAB2 15,515.97 John Deere Owner Trust 2019-A A2 2.85% Due 12/15/2021 852.81 28.80 881.61 11/17/2020 Maturity 3137EAEK1 225,000.00 FHLMC Note 1.875% Due 11/17/2020 225,000.00 2,109.38 227,109.38 11/18/2020 Paydown 89238KAD4 43,122.67 Toyota Auto Receivables Trust 2017-D A3 1.93% Due 1/18/2022 3,351.45 44.37 3,395.82 Execution Time: 7/1/2020 6:37:16 PMChandler Asset Management - CONFIDENTIAL Page 25 3.A.4.a Packet Pg. 42 Attachment: 2019-20 June Treasurers Report with signature (Treasurer’s Report at June 30, 2020) Cash Flow Report As of June 30, 2020 City of San Jacinto Account #10167 Payment Date Transaction Type CUSIP Quantity Security Description Principal Amount Income Total Amount 11/21/2020 Interest 808513AW5 150,000.00 Charles Schwab Corp Callable Note Cont 4/21/2021 3.25% Due 5/21/2021 0.00 2,437.50 2,437.50 11/21/2020 Paydown 43815HAC1 56,150.29 Honda Auto Receivables Trust 2018-3 A3 2.95% Due 8/22/2022 5,218.78 78.44 5,297.22 11/30/2020 Interest 912828YV6 230,000.00 US Treasury Note 1.5% Due 11/30/2024 0.00 1,725.00 1,725.00 11/30/2020 Interest 912828M80 200,000.00 US Treasury Note 2% Due 11/30/2022 0.00 2,000.00 2,000.00 11/30/2020 Interest 912828G53 220,000.00 US Treasury Note 1.875% Due 11/30/2021 0.00 2,062.50 2,062.50 11/30/2020 Interest 912828WN6 200,000.00 US Treasury Note 2% Due 5/31/2021 0.00 2,000.00 2,000.00 11/30/2020 Interest 912828ZT0 230,000.00 US Treasury Note 0.25% Due 5/31/2025 0.00 287.50 287.50 NOV 2020 246,641.42 20,076.15 266,717.57 12/08/2020 Interest 3130A0F70 220,000.00 FHLB Note 3.375% Due 12/8/2023 0.00 3,712.50 3,712.50 12/09/2020 Interest 3130A3KM5 100,000.00 FHLB Note 2.5% Due 12/9/2022 0.00 1,250.00 1,250.00 12/10/2020 Interest 313379Q69 200,000.00 FHLB Note 2.125% Due 6/10/2022 0.00 2,125.00 2,125.00 12/11/2020 Maturity 3130A3UQ5 225,000.00 FHLB Note 1.875% Due 12/11/2020 225,000.00 2,109.38 227,109.38 12/13/2020 Interest 3130AJKW8 225,000.00 FHLB Note 0.5% Due 6/13/2025 0.00 681.25 681.25 12/13/2020 Interest 3130A3GE8 250,000.00 FHLB Note 2.75% Due 12/13/2024 0.00 3,437.50 3,437.50 12/14/2020 Interest 3130A1XJ2 210,000.00 FHLB Note 2.875% Due 6/14/2024 0.00 3,018.76 3,018.76 12/15/2020 Paydown 477870AC3 40,000.00 John Deere Owner Trust 2019-B A3 2.21% Due 12/15/2023 921.86 65.23 987.09 12/15/2020 Paydown 47789JAB2 15,515.97 John Deere Owner Trust 2019-A A2 2.85% Due 12/15/2021 854.83 26.77 881.60 Execution Time: 7/1/2020 6:37:16 PMChandler Asset Management - CONFIDENTIAL Page 26 3.A.4.a Packet Pg. 43 Attachment: 2019-20 June Treasurers Report with signature (Treasurer’s Report at June 30, 2020) Cash Flow Report As of June 30, 2020 City of San Jacinto Account #10167 Payment Date Transaction Type CUSIP Quantity Security Description Principal Amount Income Total Amount 12/15/2020 Paydown 47788BAD6 12,077.42 John Deere Owner Trust 2017-B A3 1.82% Due 10/15/2021 926.23 9.76 935.99 12/15/2020 Paydown 47789KAC7 60,000.00 John Deere Owner Trust 2020-A A3 1.1% Due 8/15/2024 1,145.27 49.79 1,195.06 12/15/2020 Paydown 65478WAE5 58,156.89 Nissan Auto Receivables Trust 2016-C A4 1.38% Due 1/17/2023 3,622.76 46.13 3,668.89 12/15/2020 Paydown 43815NAC8 80,000.00 Honda Auto Receivables Trust 2019-3 A3 1.78% Due 8/15/2023 3,785.54 88.36 3,873.90 12/15/2020 Paydown 65479JAD5 85,000.00 Nissan Auto Receivables Owner 2019-C A3 1.93% Due 7/15/2024 1,661.34 123.44 1,784.78 12/18/2020 Paydown 89238KAD4 43,122.67 Toyota Auto Receivables Trust 2017-D A3 1.93% Due 1/18/2022 3,137.69 38.98 3,176.67 12/19/2020 Interest 3137EAEN5 200,000.00 FHLMC Note 2.75% Due 6/19/2023 0.00 2,750.00 2,750.00 12/21/2020 Paydown 43815HAC1 56,150.29 Honda Auto Receivables Trust 2018-3 A3 2.95% Due 8/22/2022 4,879.39 65.61 4,945.00 12/23/2020 Interest 931142EJ8 200,000.00 Wal-Mart Stores Note 3.125% Due 6/23/2021 0.00 3,125.00 3,125.00 12/29/2020 Call 91159HHL7 125,000.00 US Bancorp Callable Note 1X 12/29/2020 2.35% Due 1/29/2021 125,000.00 1,223.96 126,223.96 DEC 2020 370,934.91 23,947.42 394,882.33 01/07/2021 Interest 3135G0X24 225,000.00 FNMA Note 1.625% Due 1/7/2025 0.00 1,828.13 1,828.13 01/10/2021 Interest 24422EUR8 150,000.00 John Deere Capital Corp Note 3.45% Due 1/10/2024 0.00 2,587.50 2,587.50 01/11/2021 Interest 06051GEU9 130,000.00 Bank of America Corp Note 3.3% Due 1/11/2023 0.00 2,145.00 2,145.00 01/11/2021 Interest 89236TDP7 130,000.00 Toyota Motor Credit Corp Note 2.6% Due 1/11/2022 0.00 1,690.00 1,690.00 01/15/2021 Paydown 477870AC3 40,000.00 John Deere Owner Trust 2019-B A3 2.21% Due 12/15/2023 923.78 63.53 987.31 01/15/2021 Paydown 47789JAB2 15,515.97 John Deere Owner Trust 2019-A A2 2.85% Due 12/15/2021 856.86 24.74 881.60 Execution Time: 7/1/2020 6:37:16 PMChandler Asset Management - CONFIDENTIAL Page 27 3.A.4.a Packet Pg. 44 Attachment: 2019-20 June Treasurers Report with signature (Treasurer’s Report at June 30, 2020) Cash Flow Report As of June 30, 2020 City of San Jacinto Account #10167 Payment Date Transaction Type CUSIP Quantity Security Description Principal Amount Income Total Amount 01/15/2021 Paydown 43815NAC8 80,000.00 Honda Auto Receivables Trust 2019-3 A3 1.78% Due 8/15/2023 3,684.53 82.74 3,767.27 01/15/2021 Paydown 47788BAD6 12,077.42 John Deere Owner Trust 2017-B A3 1.82% Due 10/15/2021 858.38 8.35 866.73 01/15/2021 Paydown 47789KAC7 60,000.00 John Deere Owner Trust 2020-A A3 1.1% Due 8/15/2024 1,147.98 48.74 1,196.72 01/15/2021 Paydown 65478WAE5 58,156.89 Nissan Auto Receivables Trust 2016-C A4 1.38% Due 1/17/2023 3,627.54 41.97 3,669.51 01/15/2021 Paydown 65479JAD5 85,000.00 Nissan Auto Receivables Owner 2019-C A3 1.93% Due 7/15/2024 1,665.07 120.77 1,785.84 01/18/2021 Paydown 89238KAD4 43,122.67 Toyota Auto Receivables Trust 2017-D A3 1.93% Due 1/18/2022 2,923.40 33.94 2,957.34 01/19/2021 Interest 3135G0T94 290,000.00 FNMA Note 2.375% Due 1/19/2023 0.00 3,443.75 3,443.75 01/21/2021 Paydown 43815HAC1 56,150.29 Honda Auto Receivables Trust 2018-3 A3 2.95% Due 8/22/2022 4,538.75 53.61 4,592.36 01/29/2021 Interest 06406RAE7 145,000.00 Bank of NY Mellon Corp Callable Note Cont 12/29/2022 2.95% Due 1/29/2023 0.00 2,138.75 2,138.75 01/31/2021 Interest 912828S76 260,000.00 US Treasury Note 1.125% Due 7/31/2021 0.00 1,462.50 1,462.50 01/31/2021 Interest 912828Y87 220,000.00 US Treasury Note 1.75% Due 7/31/2024 0.00 1,925.00 1,925.00 01/31/2021 Interest 912828Y61 175,000.00 US Treasury Note 2.75% Due 7/31/2023 0.00 2,406.25 2,406.25 JAN 2021 20,226.29 20,105.27 40,331.56 02/05/2021 Interest 3135G0V34 375,000.00 FNMA Note 2.5% Due 2/5/2024 0.00 4,687.50 4,687.50 02/12/2021 Interest 3137EAEP0 245,000.00 FHLMC Note 1.5% Due 2/12/2025 0.00 1,837.50 1,837.50 02/15/2021 Paydown 47788BAD6 12,077.42 John Deere Owner Trust 2017-B A3 1.82% Due 10/15/2021 790.38 7.05 797.43 02/15/2021 Paydown 47789KAC7 60,000.00 John Deere Owner Trust 2020-A A3 1.1% Due 8/15/2024 1,150.70 47.69 1,198.39 Execution Time: 7/1/2020 6:37:16 PMChandler Asset Management - CONFIDENTIAL Page 28 3.A.4.a Packet Pg. 45 Attachment: 2019-20 June Treasurers Report with signature (Treasurer’s Report at June 30, 2020) Cash Flow Report As of June 30, 2020 City of San Jacinto Account #10167 Payment Date Transaction Type CUSIP Quantity Security Description Principal Amount Income Total Amount 02/15/2021 Paydown 65478WAE5 58,156.89 Nissan Auto Receivables Trust 2016-C A4 1.38% Due 1/17/2023 3,632.34 37.79 3,670.13 02/15/2021 Paydown 65479JAD5 85,000.00 Nissan Auto Receivables Owner 2019-C A3 1.93% Due 7/15/2024 1,668.82 118.09 1,786.91 02/15/2021 Paydown 43815NAC8 80,000.00 Honda Auto Receivables Trust 2019-3 A3 1.78% Due 8/15/2023 3,583.27 77.27 3,660.54 02/15/2021 Paydown 477870AC3 40,000.00 John Deere Owner Trust 2019-B A3 2.21% Due 12/15/2023 925.70 61.83 987.53 02/15/2021 Paydown 47789JAB2 15,515.97 John Deere Owner Trust 2019-A A2 2.85% Due 12/15/2021 858.88 22.71 881.59 02/17/2021 Interest 3135G0N82 315,000.00 FNMA Note 1.25% Due 8/17/2021 0.00 1,968.75 1,968.75 02/18/2021 Maturity 3130A7CV5 200,000.00 FHLB Note 1.375% Due 2/18/2021 200,000.00 1,375.00 201,375.00 02/18/2021 Paydown 89238KAD4 43,122.67 Toyota Auto Receivables Trust 2017-D A3 1.93% Due 1/18/2022 2,708.61 29.23 2,737.84 02/21/2021 Paydown 43815HAC1 56,150.29 Honda Auto Receivables Trust 2018-3 A3 2.95% Due 8/22/2022 4,196.85 42.45 4,239.30 02/28/2021 Interest 912828L24 150,000.00 US Treasury Note 1.875% Due 8/31/2022 0.00 1,406.25 1,406.25 02/28/2021 Interest 9128282U3 230,000.00 US Treasury Note 1.875% Due 8/31/2024 0.00 2,156.25 2,156.25 02/28/2021 Interest 912828ZC7 400,000.00 US Treasury Note 1.125% Due 2/28/2025 0.00 2,250.00 2,250.00 02/28/2021 Maturity 17275RBD3 150,000.00 Cisco Systems Note 2.2% Due 2/28/2021 150,000.00 1,650.00 151,650.00 FEB 2021 369,515.55 17,775.36 387,290.91 03/06/2021 Interest 3135G0W33 200,000.00 FNMA Note 1.375% Due 9/6/2022 0.00 1,375.00 1,375.00 03/08/2021 Interest 313383YJ4 200,000.00 FHLB Note 3.375% Due 9/8/2023 0.00 3,375.00 3,375.00 03/11/2021 Interest 313378WG2 300,000.00 FHLB Note 2.5% Due 3/11/2022 0.00 3,750.00 3,750.00 Execution Time: 7/1/2020 6:37:16 PMChandler Asset Management - CONFIDENTIAL Page 29 3.A.4.a Packet Pg. 46 Attachment: 2019-20 June Treasurers Report with signature (Treasurer’s Report at June 30, 2020) Cash Flow Report As of June 30, 2020 City of San Jacinto Account #10167 Payment Date Transaction Type CUSIP Quantity Security Description Principal Amount Income Total Amount 03/13/2021 Interest 3130A2UW4 150,000.00 FHLB Note 2.875% Due 9/13/2024 0.00 2,156.25 2,156.25 03/15/2021 Interest 084670BR8 150,000.00 Berkshire Hathaway Callable Note Cont 1/15/2023 2.75% Due 3/15/2023 0.00 2,062.50 2,062.50 03/15/2021 Interest 68389XBK0 200,000.00 Oracle Corp Callable Note Cont 8/15/2021 1.9% Due 9/15/2021 0.00 1,900.00 1,900.00 03/15/2021 Paydown 477870AC3 40,000.00 John Deere Owner Trust 2019-B A3 2.21% Due 12/15/2023 927.63 60.13 987.76 03/15/2021 Paydown 47789JAB2 15,515.97 John Deere Owner Trust 2019-A A2 2.85% Due 12/15/2021 860.91 20.67 881.58 03/15/2021 Paydown 47789KAC7 60,000.00 John Deere Owner Trust 2020-A A3 1.1% Due 8/15/2024 1,153.43 46.63 1,200.06 03/15/2021 Paydown 65478WAE5 58,156.89 Nissan Auto Receivables Trust 2016-C A4 1.38% Due 1/17/2023 3,637.14 33.62 3,670.76 03/15/2021 Paydown 65479JAD5 85,000.00 Nissan Auto Receivables Owner 2019-C A3 1.93% Due 7/15/2024 1,672.58 115.40 1,787.98 03/15/2021 Paydown 43815NAC8 80,000.00 Honda Auto Receivables Trust 2019-3 A3 1.78% Due 8/15/2023 3,481.75 71.96 3,553.71 03/15/2021 Paydown 47788BAD6 12,077.42 John Deere Owner Trust 2017-B A3 1.82% Due 10/15/2021 722.24 5.85 728.09 03/18/2021 Paydown 89238KAD4 43,122.67 Toyota Auto Receivables Trust 2017-D A3 1.93% Due 1/18/2022 2,493.29 24.88 2,518.17 03/21/2021 Paydown 43815HAC1 56,150.29 Honda Auto Receivables Trust 2018-3 A3 2.95% Due 8/22/2022 3,853.68 32.14 3,885.82 03/31/2021 Interest 9128284D9 210,000.00 US Treasury Note 2.5% Due 3/31/2023 0.00 2,625.00 2,625.00 03/31/2021 Interest 912828W89 200,000.00 US Treasury Note 1.875% Due 3/31/2022 0.00 1,875.00 1,875.00 03/31/2021 Interest 912828W71 210,000.00 US Treasury Note 2.125% Due 3/31/2024 0.00 2,231.25 2,231.25 03/31/2021 Interest 912828T34 125,000.00 US Treasury Note 1.125% Due 9/30/2021 0.00 703.13 703.13 MAR 2021 18,802.65 22,464.41 41,267.06 Execution Time: 7/1/2020 6:37:16 PMChandler Asset Management - CONFIDENTIAL Page 30 3.A.4.a Packet Pg. 47 Attachment: 2019-20 June Treasurers Report with signature (Treasurer’s Report at June 30, 2020) Cash Flow Report As of June 30, 2020 City of San Jacinto Account #10167 Payment Date Transaction Type CUSIP Quantity Security Description Principal Amount Income Total Amount 04/15/2021 Paydown 43815NAC8 80,000.00 Honda Auto Receivables Trust 2019-3 A3 1.78% Due 8/15/2023 3,380.00 66.80 3,446.80 04/15/2021 Paydown 477870AC3 40,000.00 John Deere Owner Trust 2019-B A3 2.21% Due 12/15/2023 929.56 58.42 987.98 04/15/2021 Paydown 47789JAB2 15,515.97 John Deere Owner Trust 2019-A A2 2.85% Due 12/15/2021 862.95 18.62 881.57 04/15/2021 Paydown 65479JAD5 85,000.00 Nissan Auto Receivables Owner 2019-C A3 1.93% Due 7/15/2024 1,676.35 112.71 1,789.06 04/15/2021 Paydown 47788BAD6 12,077.42 John Deere Owner Trust 2017-B A3 1.82% Due 10/15/2021 653.96 4.76 658.72 04/15/2021 Paydown 47789KAC7 60,000.00 John Deere Owner Trust 2020-A A3 1.1% Due 8/15/2024 1,156.16 45.57 1,201.73 04/15/2021 Paydown 65478WAE5 58,156.89 Nissan Auto Receivables Trust 2016-C A4 1.38% Due 1/17/2023 3,641.95 29.43 3,671.38 04/18/2021 Paydown 89238KAD4 43,122.67 Toyota Auto Receivables Trust 2017-D A3 1.93% Due 1/18/2022 2,277.45 20.87 2,298.32 04/21/2021 Call 808513AW5 150,000.00 Charles Schwab Corp Callable Note Cont 4/21/2021 3.25% Due 5/21/2021 150,000.00 2,031.25 152,031.25 04/21/2021 Paydown 43815HAC1 56,150.29 Honda Auto Receivables Trust 2018-3 A3 2.95% Due 8/22/2022 3,509.25 22.66 3,531.91 04/22/2021 Interest 3135G03U5 310,000.00 FNMA Note 0.625% Due 4/22/2025 0.00 968.75 968.75 APR 2021 168,087.63 3,379.84 171,467.47 05/03/2021 Interest 037833AK6 200,000.00 Apple Inc Note 2.4% Due 5/3/2023 0.00 2,400.00 2,400.00 05/11/2021 Maturity 369550BE7 125,000.00 General Dynamics Corp Note 3% Due 5/11/2021 125,000.00 1,875.00 126,875.00 05/13/2021 Interest 46625HJX9 145,000.00 JP Morgan Chase Note 3.625% Due 5/13/2024 0.00 2,628.13 2,628.13 05/15/2021 Paydown 47789KAC7 60,000.00 John Deere Owner Trust 2020-A A3 1.1% Due 8/15/2024 1,158.89 44.51 1,203.40 05/15/2021 Paydown 65478WAE5 58,156.89 Nissan Auto Receivables Trust 2016-C A4 1.38% Due 1/17/2023 3,646.76 25.25 3,672.01 Execution Time: 7/1/2020 6:37:16 PMChandler Asset Management - CONFIDENTIAL Page 31 3.A.4.a Packet Pg. 48 Attachment: 2019-20 June Treasurers Report with signature (Treasurer’s Report at June 30, 2020) Cash Flow Report As of June 30, 2020 City of San Jacinto Account #10167 Payment Date Transaction Type CUSIP Quantity Security Description Principal Amount Income Total Amount 05/15/2021 Paydown 65479JAD5 85,000.00 Nissan Auto Receivables Owner 2019-C A3 1.93% Due 7/15/2024 1,680.11 110.02 1,790.13 05/15/2021 Paydown 47788BAD6 12,077.42 John Deere Owner Trust 2017-B A3 1.82% Due 10/15/2021 585.55 3.76 589.31 05/15/2021 Paydown 43815NAC8 80,000.00 Honda Auto Receivables Trust 2019-3 A3 1.78% Due 8/15/2023 3,278.00 61.78 3,339.78 05/15/2021 Paydown 477870AC3 40,000.00 John Deere Owner Trust 2019-B A3 2.21% Due 12/15/2023 931.50 56.71 988.21 05/15/2021 Paydown 47789JAB2 15,515.97 John Deere Owner Trust 2019-A A2 2.85% Due 12/15/2021 865.00 16.57 881.57 05/18/2021 Paydown 89238KAD4 43,122.67 Toyota Auto Receivables Trust 2017-D A3 1.93% Due 1/18/2022 2,061.09 17.21 2,078.30 05/21/2021 Paydown 43815HAC1 56,150.29 Honda Auto Receivables Trust 2018-3 A3 2.95% Due 8/22/2022 3,163.53 14.04 3,177.57 05/31/2021 Interest 912828G53 220,000.00 US Treasury Note 1.875% Due 11/30/2021 0.00 2,062.50 2,062.50 05/31/2021 Interest 912828YV6 230,000.00 US Treasury Note 1.5% Due 11/30/2024 0.00 1,725.00 1,725.00 05/31/2021 Interest 912828M80 200,000.00 US Treasury Note 2% Due 11/30/2022 0.00 2,000.00 2,000.00 05/31/2021 Interest 912828ZT0 230,000.00 US Treasury Note 0.25% Due 5/31/2025 0.00 287.50 287.50 05/31/2021 Maturity 912828WN6 200,000.00 US Treasury Note 2% Due 5/31/2021 200,000.00 2,000.00 202,000.00 MAY 2021 342,370.43 15,327.98 357,698.41 06/08/2021 Interest 3130A0F70 220,000.00 FHLB Note 3.375% Due 12/8/2023 0.00 3,712.50 3,712.50 06/09/2021 Interest 3130A3KM5 100,000.00 FHLB Note 2.5% Due 12/9/2022 0.00 1,250.00 1,250.00 06/10/2021 Interest 313379Q69 200,000.00 FHLB Note 2.125% Due 6/10/2022 0.00 2,125.00 2,125.00 06/13/2021 Interest 3130A3GE8 250,000.00 FHLB Note 2.75% Due 12/13/2024 0.00 3,437.50 3,437.50 Execution Time: 7/1/2020 6:37:16 PMChandler Asset Management - CONFIDENTIAL Page 32 3.A.4.a Packet Pg. 49 Attachment: 2019-20 June Treasurers Report with signature (Treasurer’s Report at June 30, 2020) Cash Flow Report As of June 30, 2020 City of San Jacinto Account #10167 Payment Date Transaction Type CUSIP Quantity Security Description Principal Amount Income Total Amount 06/13/2021 Interest 3130AJKW8 225,000.00 FHLB Note 0.5% Due 6/13/2025 0.00 562.50 562.50 06/14/2021 Interest 3130A1XJ2 210,000.00 FHLB Note 2.875% Due 6/14/2024 0.00 3,018.76 3,018.76 06/15/2021 Paydown 43815NAC8 80,000.00 Honda Auto Receivables Trust 2019-3 A3 1.78% Due 8/15/2023 3,175.75 56.92 3,232.67 06/15/2021 Paydown 477870AC3 40,000.00 John Deere Owner Trust 2019-B A3 2.21% Due 12/15/2023 933.44 54.99 988.43 06/15/2021 Paydown 47789JAB2 15,515.97 John Deere Owner Trust 2019-A A2 2.85% Due 12/15/2021 867.04 14.52 881.56 06/15/2021 Paydown 65479JAD5 85,000.00 Nissan Auto Receivables Owner 2019-C A3 1.93% Due 7/15/2024 1,683.89 107.32 1,791.21 06/15/2021 Paydown 47788BAD6 12,077.42 John Deere Owner Trust 2017-B A3 1.82% Due 10/15/2021 516.98 2.88 519.86 06/15/2021 Paydown 47789KAC7 60,000.00 John Deere Owner Trust 2020-A A3 1.1% Due 8/15/2024 1,161.64 43.45 1,205.09 06/15/2021 Paydown 65478WAE5 58,156.89 Nissan Auto Receivables Trust 2016-C A4 1.38% Due 1/17/2023 3,651.58 21.05 3,672.63 06/18/2021 Paydown 89238KAD4 43,122.67 Toyota Auto Receivables Trust 2017-D A3 1.93% Due 1/18/2022 1,844.21 13.89 1,858.10 06/19/2021 Interest 3137EAEN5 200,000.00 FHLMC Note 2.75% Due 6/19/2023 0.00 2,750.00 2,750.00 06/21/2021 Paydown 43815HAC1 56,150.29 Honda Auto Receivables Trust 2018-3 A3 2.95% Due 8/22/2022 2,546.01 6.26 2,552.27 06/23/2021 Maturity 931142EJ8 200,000.00 Wal-Mart Stores Note 3.125% Due 6/23/2021 200,000.00 3,125.00 203,125.00 JUN 2021 216,380.54 20,302.54 236,683.08 TOTAL 2,246,547.53 211,944.56 2,458,492.09 Execution Time: 7/1/2020 6:37:16 PMChandler Asset Management - CONFIDENTIAL Page 33 3.A.4.a Packet Pg. 50 Attachment: 2019-20 June Treasurers Report with signature (Treasurer’s Report at June 30, 2020) Important DisclosuresCity of San Jacinto Account #10167 Chandler Asset Management, Inc. ;͞Chandler͟Ϳis an SEC registered investment adviser. For additional information about our firm, please see our current disclosures (Form ADV). To obtain a copy of our current disclosures, you may contact your client service representative by calling the number on the front of this statement or you may visit our website at www.chandlerasset.com. Information contained in this monthly statement is confidential and is provided for informational purposes only and should not be construed as specific investment or legal advice. The information contained herein was obtained from sources believed to be reliable as of the date of this statement, but may become outdated or superseded at any time without notice. Custody: Your qualified custodian bank maintains control of all assets reflected in this statement and we urge you to compare this statement to the one you receive from your qualified custodian. Chandler does not have any authority to withdraw or deposit funds from/to the custodian account. Valuation: Prices are provided by IDC, an independent pricing source. In the event IDC does not provide a price or if the price provided is not reflective of fair market value, Chandler will obtain pricing from an alternative approved third party pricing source in accordance with our written valuation policy and procedures. Our valuation procedures are also disclosed in Item 5 of our Form ADV Part 2A. Performance: Performance results are presented gross-of-advisory fees and represent the client ͛s Total Return. The deduction of advisory fees lowers performance results. These results include the reinvestment of dividends and other earnings. Past performance may not be indicative of future results. Therefore, clients should not assume that future performance of any specific investment or investment strategy will be profitable or equal to past performance levels. All investment strategies have the potential for profit or loss. Economic factors, market conditions or changes in investment strategies, contributions or withdrawals may materially alter the performance and results of your portfolio. Source ice Data Indices, LLC ("ICE"), used with permission. ICE PERMITS USE OF THE ICE INDICES AND RELATED DATA ON AN "AS IS" BASIS; ICE, ITS AFFILIATES AND THEIR RESPECTIVE THIRD PARTY SUPPLIERS DISCLAIM ANY AND ALL WARRANTIES AND REPRESENTATIONS, EXPRESS AND/OR IMPLIED, INCLUDING ANY WARRANTIES OF MERCHANTABILITY OR FITNESS FOR A PARTICULAR PURPOSE OR USE, INCLUDING THE INDICES, INDEX DATA AND ANY DATA INCLUDED IN, RELATED TO, OR DERIVED THEREFROM. NEITHER ICE DATA, ITS AFFILIATES OR THEIR RESPECTIVE THIRD PARTY PROVIDERS GUARANTEE THE QUALITY, ADEQUACY, ACCURACY, TIMELINESS OR COMPLETENESS OF THE INDICES OR THE INDEX DATA OR ANY COMPONENT THEREOF, AND THE INDICES AND INDEX DATA AND ALL COMPONENTS THEREOF ARE PROVIDED ON AN "AS IS" BASIS AND LICENSEE'S USE IS AT LICENSEE'S OWN RISK. ICE DATA, ITS AFFILIATES AND THEIR RESPECTIVE THIRD PARTY DO NOT SPONSOR, ENDORSE, OR RECOMMEND CHANDLER, OR ANY OF ITS PRODUCTS OR SERVICES. Index returns assume reinvestment of all distributions. Historical performance results for investment indexes generally do not reflect the deduction of transaction and/or custodial charges or the deduction of an investment management fee, the incurrence of which would have the effect of decreasing historical performance results. It is not possible to invest directly in an index. Ratings: Ratings information have been provided by Moody͛s, S&P and Fitch through data feeds we believe to be reliable as of the date of this statement, however we cannot guarantee its accuracy. Security level ratings for U.S. Agency issued mortgage-backed securities ;͞MBS͟Ϳreflect the issuer rating because the securities themselves are not rated. The issuing U.S. Agency guarantees the full and timely payment of both principal and interest and carries a AA+/Aaa/AAA by S&P, Moody ͛s and Fitch respectively. Execution Time: 7/1/2020 6:37:16 PMChandler Asset Management - CONFIDENTIAL Page 34 3.A.4.a Packet Pg. 51 Attachment: 2019-20 June Treasurers Report with signature (Treasurer’s Report at June 30, 2020) Benchmark Index & DisclosuresCity of San Jacinto California Account #10167 Benchmark Index Disclosure City of San Jacinto 1-5 Year Govt Blended Index* The ICE BAML 1-5 Year US Treasury & Agency Index tracks the performance of US dollar denominated US Treasury and nonsubordinated US agency debt issued in the US domestic market. Qualifying securities must have an investment grade rating (based on an average of Moody ͛s, S&P and Fitch). Qualifying securities must have at least one year remaining term to final maturity and less than five years remaining term to final maturity, at least 18 months to maturity at time of issuance, a fixed coupon schedule and a minimum amount outstanding of $1 billion for sovereigns and $250 million for agencies. (Index: GVA0. Please visit www.mlindex.ml.com for more information) The ICE BAML 1-3 Year US Treasury Index tracks the performance of US dollar denominated sovereign debt publicly issued by the US government in its domestic market. Qualifying securities must have at least one year remaining term to final maturity and less than three years remaining term to final maturity, a fixed coupon schedule and a minimum amount outstanding of $1 billion. Qualifying securities must have at least 18 months to final maturity at the time of issuance. (Index: G 1O2. Please visit www.mlindex.ml.com for more information) City of San Jacinto 1-5 Yr Corp/Gov AAA-A Blend* Execution Time: 7/1/2020 6:37:16 PMChandler Asset Management - CONFIDENTIAL Page 35 3.A.4.a Packet Pg. 52 Attachment: 2019-20 June Treasurers Report with signature (Treasurer’s Report at June 30, 2020) City of San Jacinto Public Trust Advisors LLC 595 S. San Jacinto Ave.550 South Hope Street San Jacinto, CA 92583 Suite 560 Los Angeles, CA 90071 Monthly Investment Report for Period Ended June 30, 2020 3.A.4.a Packet Pg. 53 Attachment: 2019-20 June Treasurers Report with signature (Treasurer’s Report at June 30, 2020) Investment Management Portfolio Review Page Investment Portfolio Summary Comparison 3 Total Return Performance Summary 4 Investment Portfolio Maturity Distribution 6 Investment Portfolio Maturity Distribution By Security Type 7 Investment Portfolio Rating Distribution 8 Investment Portfolio Security Distribution - Market Value 9 Investment Portfolio Security Distribution - Historical Cost 10 Investment Portfolio Compliance 11 Additional Disclosure 12 Portfolio Holdings Detail 13 City of San Jacinto Summary 3.A.4.a Packet Pg. 54 Attachment: 2019-20 June Treasurers Report with signature (Treasurer’s Report at June 30, 2020) City of San Jacinto June 1, 2020 Beginning Balance June 30, 2020 Ending Balance Portfolio Characteristic June 1, 2020 Beginning Balance June 30, 2020 Ending Balance Historical Cost 10,898,975.23$ 10,944,582.60$ Book Yield Gross 1.59% Book Value 10,906,000.41$ 10,947,184.09$ Market Yield Gross 0.27% Accrued Interest 53,447.81 50,202.45 Weighted Average Coupon 1.80% Book Value Plus Accrued 10,959,448.22$ 10,997,386.54$ Duration 2.55 Years Net Unrealized Gain/Loss 345,661.85 325,422.11 Weighted Effective Maturity 2.69 Years Market Value Plus Accrued(2)11,305,110.07$ 11,322,808.65$ Weighted Final Maturity 2.71 Years Net Pending Transactions 1.19 0.44 Market Value Plus Accrued Net(2)11,305,111.26$ 11,322,809.09$ City of San Jacinto June 2020 Net Income Portfolio Compliance Compliant Interest Income 16,166.63$ Security Distribution YES Net Amortization/Accretion (1,525.90)Maturity Distribution YES Net Realized Gain/Loss(3)23,401.01 Rating Distribution YES Miscellaneous Income - Net Income 38,041.74$ City of San Jacinto Summary Comparison for the period June 1, 2020 to June 30, 2020 (1) Payables represent amounts due to settle security transactions that have been executed but have not settled as of period end. The funds used to settle these trades may come from a variety of sources including cash within the portfolio, proceeds from future security transactions including maturities and sales, or other sources including money market funds. For reporting purposes, a payable is created for over-period settlements which are reflected in the detailed holdings. (2) Market Value Plus Accrued Net represents the market value of the portfolio net payables and recievables from transactions that settle in the following reporting period. (3) MBS paydowns may result in negative realized losses rather than amortization in as a result of accounting method. Page 3 2.59 Years 2.57 Years 2.44 Years 1.86% 0.30% 1.74% 3.A.4.a Packet Pg. 55 Attachment: 2019-20 June Treasurers Report with signature (Treasurer’s Report at June 30, 2020) Trailing Month Trailing 3 Months Trailing 12 Months Year to Date Total Return Performance Periodic Periodic Periodic Periodic City of San Jacinto 0.16%0.64%NA NA BofA ML 1-5 Year U.S. Treasury/Agency 0.07%0.30%NA NA Since Inception* Trailing 3 Years Trailing 5 Years February 1, 2020 Total Return Performance Annualized Annualized Annualized City of San Jacinto NA NA NA BofA ML 1-5 Year U.S. Treasury/Agency NA NA NA *Original Total return since inception date: December 1, 2012. The BofA ML 1-5 Year U.S. Treasury/Agency benchmark established on February 1, 2020. Annualized total return performance presented for investment periods longer than one year. Return information obtained from Bloomberg. City of San Jacinto Total Return June 1, 2020 to June 30, 2020 0.16% 0.07% 0.00% 0.50% 1.00% 1.50% 2.00% 2.50% 3.00% Trailing Month Trailing 3 Months Trailing 12 Months Year to Date Trailing 3 Years Trailing 5 Years February 1, 2020YieldTotal Return Performance vs. Benchmark City of San Jacinto BofA ML 1-5 Year U.S. Treasury/Agency Page 4 3.A.4.a Packet Pg. 56 Attachment: 2019-20 June Treasurers Report with signature (Treasurer’s Report at June 30, 2020) Trailing Month Trailing 3 Months Trailing 12 Months Year to Date Total Return Performance Periodic Periodic Periodic Periodic City of San Jacinto 0.16%0.64%5.35%4.15% Trailing 3 Years Trailing 5 Years Since Inception* Total Return Performance Annualized Annualized Annualized City of San Jacinto 3.17%2.15%1.67% *Total return since inception date: December 1, 2012 Annualized total return performance presented for investment periods longer than one year. Return information obtained from Bloomberg. City of San Jacinto Total Return June 1, 2020 to June 30, 2020 0.16% 0.64% 5.35% 4.15% 3.17% 1.67% 0.00% 1.00% 2.00% 3.00% 4.00% 5.00% 6.00% Trailing Month Trailing 3 Months Trailing 12 Months Year to Date Trailing 3 Years Trailing 5 Years Since Inception*YieldTotal Return Performance City of San Jacinto Page 5 3.A.4.a Packet Pg. 57 Attachment: 2019-20 June Treasurers Report with signature (Treasurer’s Report at June 30, 2020) Maturity Distribution June 1, 2020 Beginning Balance June 30, 2020 Ending Balance Portfolio Allocation Distribution Change 0-3 Months 238,504.61$ 46,121.65$ 0.41%-1.70% 3-6 Months - - 0.00%0.00% 6-9 Months 536,749.90 - 0.00%-4.75% 9-12 Months 209,965.23 210,043.53 1.86%0.00% 1-2 Years 3,064,373.58 3,217,718.58 28.42%1.31% 2-3 Years 3,209,947.22 3,902,203.17 34.46%6.07% 3-4 Years 1,885,837.12 1,558,287.44 13.76%-2.92% 4-5 Years 2,159,732.42 2,388,434.28 21.09%1.99% 5-6 Years - - 0.00%0.00% 6 Years +- - 0.00%0.00% Total Portfolio 11,305,110.07$ 11,322,808.65$ 100.00% City of San Jacinto Maturity Distribution Market Value Basis June 1, 2020 to June 30, 2020 $- $500,000 $1,000,000 $1,500,000 $2,000,000 $2,500,000 $3,000,000 $3,500,000 $4,000,000 $4,500,000 0-3 M 3-6 M 6-9 M 9-12 M 1-2 Yr 2-3 Yr 3-4 Yr 4-5 Yr 5-6 Yr 6 Yr + Maturity Distribution Comparison June 1, 2020 June 30, 2020 0-3 M 0.41% 9-12 M 1.86% 1-2 Yr 28.42% 2-3 Yr 34.46% 3-4 Yr 13.76%4-5 Yr 21.09% Maturity Distribution Page 6 3.A.4.a Packet Pg. 58 Attachment: 2019-20 June Treasurers Report with signature (Treasurer’s Report at June 30, 2020) Security Distribution 0-3 Months 3-6 Months 6-9 Months 9-12 Months 1-2 Years 2-3 Years 3-4 Years 4-5 Years Total Portfolio Cash -$ -$ -$ -$ -$ -$ -$ -$ -$ Money Market Funds 46,122 - - - - - - - 46,122 Certificates of Deposit - - - - - - - - - Commercial Paper - - - - - - - - - U.S. Treasury Notes - - - 210,044 2,745,102 1,093,419 1,256,948 1,846,775 7,152,288 U.S. Agency Notes - - - - - - - - - Federal Inst. (GSE)*- - - - 472,616 1,918,361 301,339 541,659 3,233,976 Corporate Notes - - - - - 890,423 - - 890,423 Asset Backed (ABS)- - - - - - - - - Municipal Bonds - - - - - - - - - Total 46,122$ -$ -$ 210,044$ 3,217,719$ 3,902,203$ 1,558,287$ 2,388,434$ 11,322,809$ *Mortgage backed securities shown to effective maturity. City of San Jacinto Maturity Distribution Market Value Basis as of June 30, 2020 $- $5,000,000 0-3 Months 3-6 Months 6-9 Months 9-12 Months 1-2 Years 2-3 Years 3-4 Years 4-5 Years Maturity Distribution By Type Municipal Bonds Asset Backed (ABS) Corporate Notes Federal Inst. (GSE)* U.S. Agency Notes U.S. Treasury Notes Commercial Paper Certificates of Deposit Money Market Funds Cash Page 7 3.A.4.a Packet Pg. 59 Attachment: 2019-20 June Treasurers Report with signature (Treasurer’s Report at June 30, 2020) S&P Rating Distribution June 30, 2020 Ending Balance Portfolio Allocation Short Term Rating Distribution A-1+-$ 0.00% A-1 - 0.00% A-2 - 0.00% Total Short Term Ratings -$ 0.00% Long Term Rating Distribution AAA Rating 595,844.61$ 5.26% AA Rating 10,726,964.05 94.74% A Rating - 0.00% Below A - 0.00% Not Rated - 0.00% Total Long Term Rating 11,322,808.65$ 100.00% Total Portfolio 11,322,808.65$ 100.00% Moody's Rating Distribution June 30, 2020 Ending Balance Portfolio Allocation Short Term Rating Distribution P-1 -$ 0.00% P-2 - 0.00% Total Short Term Ratings -$ 0.00% Long Term Rating Distribution Aaa Rating 10,680,768.73$ 94.33% Aa Rating 642,039.92 5.67% A Rating - 0.00% Below A - 0.00% Not Rated - 0.00% Total Long Term Rating 11,322,808.65$ 100.00% Total Portfolio 11,322,808.65$ 100.00% City of San Jacinto Rating Distribution Market Value Basis as of June 30, 2020 AAA Rating 5.26% AA Rating 94.74% Portfolio Allocation By Standard and Poors' Rating Aaa Rating 94.33% Aa Rating 5.67% Portfolio Allocation By Moody's Rating Page 8 3.A.4.a Packet Pg. 60 Attachment: 2019-20 June Treasurers Report with signature (Treasurer’s Report at June 30, 2020) Security Distribution June 1, 2020 Beginning Balance Portfolio Allocation June 30, 2020 Ending Balance Book Yield Portfolio Allocation Change in Allocation Permitted by Policy*Compliant Cash -$ 0.00%-$ 0.00%0.00%0.00%YES LGIP - 0.00%- 0.00%0.00%0.00%YES U.S. Treasury Notes 6,744,280.39 59.66%7,152,287.64 1.81%63.17%3.51%NO U.S. Agency Notes - 0.00%- 0.00%0.00%0.00%YES FNMA 136,399.02 1.21%136,426.07 2.65%1.20%0.00%NO FHLMC 2,423,525.37 21.44%1,890,283.05 1.48%16.69%-4.74%NO FFCB 335,995.22 2.97%671,347.44 0.43%5.93%2.96%NO FHLB 535,429.06 4.74%535,919.42 1.09%4.73%0.00%NO Fed Instrumentality Subtotal 3,431,348.66$ 30.35%3,233,975.97$ 1.24%28.56%-1.79%NO Asset Backed Securities - 0.00%- 0.00%0.00%0.00%YES Commercial Paper - 0.00%- 0.00%0.00%0.00%YES Corporate Notes 890,976.41 7.88%890,423.39 1.20%7.86%-0.02%NO Bankers Acceptances - 0.00%- 0.00%0.00%0.00%YES Money Market Funds 238,504.61 2.11%46,121.65 0.01%0.41%-1.70%YES Municipal Bonds - 0.00%- 0.00%0.00%0.00%YES Intergovernmental Funds - 0.00%- 0.00%0.00%0.00%YES Certificates of Deposit - 0.00%- 0.00%0.00%0.00%YES Total Portfolio Market Value 11,305,110.07$ 100.00%11,322,808.65$ 1.59%100.00% *Permitted allocation based on aggregate assets as defined within the investment policy. City of San Jacinto Market Value Basis Security Distribution June 1, 2020 to June 30, 2020 $- $2,000,000 $4,000,000 $6,000,000 $8,000,000 CashLGIPUSTAgencyFNMAFHLMCFFCBFHLBABSCPCorpBAMMFMuniInter GovCDAsset Balance By Security Type (in millions) June 1, 2020 June 30, 2020 UST 63.17% FNMA 1.20%FHLMC 16.69% FFCB 5.93% FHLB 4.73% Corp 7.86% MMF 0.41% Ending Portfolio Allocation Page 9 3.A.4.a Packet Pg. 61 Attachment: 2019-20 June Treasurers Report with signature (Treasurer’s Report at June 30, 2020) Security Distribution June 1, 2020 Beginning Balance Portfolio Allocation June 30, 2020 Ending Balance Book Yield Portfolio Allocation Change in Allocation Permitted by Policy*Compliant Cash -$ 0.00%-$ 0.00%0.00%0.00%YES U.S. Treasury Notes 6,445,473.85 59.14%6,871,364.28 1.81%62.78%3.64%NO U.S. Agency Notes - 0.00%- 0.00%0.00%0.00%YES FNMA 129,906.40 1.19%129,906.40 2.65%1.19%0.00%NO FHLMC 2,357,843.72 21.63%1,836,035.72 1.48%16.78%-4.86%NO FFCB 334,504.20 3.07%668,412.10 0.43%6.11%3.04%NO FHLB 523,332.00 4.80%523,332.00 1.09%4.78%-0.02%NO Fed Instrumentality Subtotal 3,345,586.32$ 30.70%3,157,686.22$ 1.24%28.85%-1.84%NO Asset Backed Securities - 0.00%- 0.00%0.00%0.00%YES Commercial Paper - 0.00%- 0.00%0.00%0.00%YES Corporate Notes 869,410.45 7.98%869,410.45 1.20%7.94%-0.03%NO Bankers Acceptances - 0.00%- 0.00%0.00%0.00%YES Money Market Funds 238,504.61 2.19%46,121.65 0.01%0.42%-1.77%YES Municipal Bonds - 0.00%- 0.00%0.00%0.00%YES Intergovernmental Funds - 0.00%- 0.00%0.00%0.00%YES Certificates of Deposit - 0.00%- 0.00%0.00%0.00%YES Total Portfolio Historical Cost 10,898,975.23$ 100.00%10,944,582.60$ 1.59%100.00% *Permitted allocation based on aggregate assets as defined within the investment policy. City of San Jacinto Historical Cost Basis Security Distribution June 1, 2020 to June 30, 2020 $- $2,000,000 $4,000,000 $6,000,000 $8,000,000 CashUSTAgencyFNMAFHLMCFFCBFHLBABSCPCorpBAMMFMuniInter GovCDAsset Balance By Security Type (in millions) June 1, 2020 June 30, 2020 UST 62.78% FNMA 1.19% FHLMC 16.78%FFCB 6.11% FHLB 4.78% Corp 7.94% MMF 0.42% Ending Portfolio Allocation Page 10 3.A.4.a Packet Pg. 62 Attachment: 2019-20 June Treasurers Report with signature (Treasurer’s Report at June 30, 2020) Policy Section Description Compliance Requirement Compliant Policy Section Description Compliance Requirement Compliant IX. 1,2 Municipal Bonds Rated A or better by 1 NRSRO, 5% issuer limitation, 30% total portfolio limit, 5-year maturity limit Compliant IX. 14 Pass-Through Securities Issuer debt rated at least A by 2 NRSRO's; Must be rated in the AA category by 2 NRSRO's; 20% total portfolio limit, 5-year maturity limit Compliant IX. 1 U.S. Treasury No limitations Compliant IX. 2 Federal Agency No limitations Compliant IX. 3 Bankers Acceptances Rated A1 or better and have long term debt rated A or better by 2 NRSRO's; Maturity ≤ to 180 days, 40% total portfolio limit, 5% issuer limit Compliant IX. 4 Federally Insured Time Deposits Limited to amounts covered under federal insurance; 20% total portfolio limit in combination with IX.5; 5-year maturity limit Compliant IX. 17.b Money Market Funds Registered with SEC under 1940 Act, have highest ranking by 2 NRSRO's; retained advisor registered (or exempt from registration) with 5-years experience investing in securities authorized by CA 53601 and at least $500 million of assets; 20% total portfolio limit Compliant IX. 5 Time Deposits Fully collateralized per CA law, 20% limit when combined with IX.4; Issuer must have long-term debt rated A or higher and/or short-term debt rated A1 or higher by 2 NRSRO's, 5-year maturity limit Compliant IX. 18 Supranationals US dollar denominated senior unsecured unsubordinated obligations issued or unconditionally guaranteed by IBRD, IFC, or IADB; rated AA or higher by 1 NRSRO; 30% total portfolio limit; 10% issuer limit; 5-year maturity limit Compliant IX. 6 CDARS 30% limit in combination of CD's (including CDARS); 5-year maturity limit Compliant X.A.1 Futures and Options Prohibited Compliant IX. 7 Negotiable CD's Issuer must have long-term debt rated A or higher and/or short-term debt rated A1 or higher by 2 NRSRO's; Maturity ≤ to 5 years, 30% total portfolio limit, 5% issuer limit Compliant X.A.2 Inverse Floaters, Range Notes, and Mortgage Derived IO Strips Prohibited Compliant IX. 8 Collateralized Bank Deposits Collateralized with pleged securities per CA Government Code Section 53651 Compliant X.A.3 Potential Zero Accrual Securities Prohibited Compliant X.A.5 Purchasing Securities on Margin Prohibited Compliant X.A.6 Reverse Repos or other leverage Prohibited Compliant X.A.7 Foreign Currency Securities Prohibited Compliant X.B.2 Single Issuer Limitation 5% issuer limitation, except U.S. Government, its agencies & enterprises, Money Market Mutual Funds, Mutual Funds, LAIF, LGIP's, and Supranationals Compliant IX. 11 Local Agency Investment Fund 70% total portfolio limit, up to the maximum permitted balance Compliant X.C.2 Callable Security Limitation 20% of total portfolio (excluding Make Whole Call securities)Compliant IX. 12 Local Government Investment Pools Riveride County Investment Fund limited to 70% of the portfolio; JPA Pools limited to 50% of the portfolio Compliant X.C.3 Maximum Security Maturity Individual security maturities limited to 5-years or less Compliant IX. 13 Corporate Bonds Corporations organized and operating in the U.S. or depository institutions licensed by the U.S. or any state and operating in the U.S.; Rated in the A category or better by 2 NRSRO's, 5-year maturity limit; 30% total portfolio limit, 5% issuer limit Compliant X.C.4 Portfolio Duration Limitation Average portfolio duration will be managed to be approximatly equal to the Market Benchmark selected by the City (typically +/- 20 of benchmark duration) Compliant IX. 9 Repurchase Agreements Collateralized at 102% in accordance with policy; 1-year maturity limit, no % portfolio limit, collateral held by custodian bank; subject to master repurchase agreement substantially in SIFMA's form Compliant IX. 10 Commercial Paper Issuer is organized and operating in the U.S. with assets of at least $500 million; Issuer short-term ratings of A1 or higher and long-term ratings of A or higher by 2 NRSRO's; Maturity ≤ 270 days; 25% total portfolio limit; 5% issuer limit Compliant City of San Jacinto Portfolio Compliance June 1, 2020 to June 30, 2020 IX. 17.e Mutual Funds Invests in securities authorized by specified provisions in CA Government Code Section 53601; have highest ranking by 2 NRSRO's; retained advisor registered (or exempt from registration) with 5-years experience investing in securities authorized by CA 53601 and at least $500 million of assets; 10% per fund limit; 20% limit when combined with IX.17.b Compliant Page 11 3.A.4.a Packet Pg. 63 Attachment: 2019-20 June Treasurers Report with signature (Treasurer’s Report at June 30, 2020) Additional Disclosure This information is for the sole purposes of the client and is not intended to provide specific advice or recommendations. Please review the contents of this information carefully. Should you have any questions regarding the information presented, calculation methodology, investment portfolio, security detail, or any other facet of this information, please feel free to contact us. Public Trust Advisors, LLC (Public Trust) statements and reports are intended to detail our investment advisory activity as well as the activity of certain client accounts managed by Public Trust. The custodian bank maintains the control of assets and executes and settles all investment transactions. The custodian statement is the official record of security and cash holdings transactions. Public Trust recognizes that clients may use these reports to facilitate record keeping; therefore, it is recommended that the client reconcile this information with their custodian bank statement. Many custodians use a settlement date basis that may result in the need to reconcile due to a timing difference. The underlying market value, amortized cost, and accrued interest may differ between the custodian and this statement or report. This can be attributed to differences in calculation methodologies and pricing sources used. Public Trust does not have the authority to withdraw funds from or deposit funds to the custodian. Our clients retain responsibility for their internal accounting policies, implementing and enforcing internal controls, and generating ledger entries or otherwise recording transactions. The total market value represents prices obtained from various sources; it may be impacted by the frequency at which prices are reported, and such prices are not guaranteed. Prices received from pricing vendors are generally based on current market quotes but when such quotes are not available, the pricing vendors use a variety of techniques to estimate value. These estimates, particularly for fixed-income securities, may be based on certain minimum principal amounts (e.g. $1 million) and may not reflect all the factors that affect the value of the security including liquidity risk. The prices provided are not firm bids or offers. Certain securities may reflect N/A or unavailable where the price for such security is generally not available from a pricing source. The market value of a security, including those priced at par value, may differ from its purchase price and may not closely reflect the value at which the security may be sold or purchased based on various market factors. The securities in this investment portfolio, including shares of mutual funds, are not guaranteed or otherwise protected by Public Trust, the FDIC (except for certain non-negotiable certificates of deposit), or any government agency unless specifically stated otherwise. Clients may be permitted to establish one or more unmanaged accounts for the purposes of client reporting. Clients may also be permitted to provide externally managed assets for the purposes of client reporting. Public Trust defines unmanaged accounts or assets as one where the investment direction remains the sole responsibility of the client rather than the Investment Manager. Unmanaged accounts or external assets do not receive ongoing supervision and monitoring services. The Investment Manager does not make any investment recommendations and may not charge a fee for reporting on these accounts or assets. The primary purpose for this service is to include unmanaged accounts or assets owned by the client in the performance reports provided by the Investment Manager. The Investment Manager assumes no liability for the underlying performance of any unmanaged accounts or assets, and it is the client’s sole responsibility for the accuracy or correctness of any such performance. Beginning and ending balances are based on market value plus accrued interest on a trade date basis. Statements and reports made available to the end user either from Public Trust or through the online reporting platform may present information and portfolio analytics using various optional methods including, but not limited to, historical cost, amortized cost, and market value. All information is assumed to be correct, but the accuracy has not been confirmed and therefore is not guaranteed to be correct. Information is obtained from third party sources that may or may not be verified. The data in this report is unaudited and is only applicable for the date denoted on the report. Market values may change day-to-day based on numerous circumstances such as trading volume, news released about the underlying issuer, issuer performance, etc. Underlying market values may be priced via numerous aspects as certain securities are short term in nature and not readily traded. 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Public Trust Advisors 717 17th Street, Suite 1850 Denver, CO 80202 Page 12 3.A.4.a Packet Pg. 64 Attachment: 2019-20 June Treasurers Report with signature (Treasurer’s Report at June 30, 2020) Portfolio Holdings Portfolio Income Portfolio Transactions Issuer Concentration Security Concentration Portfolio Activity Summary City of San Jacinto Detail Page 13 3.A.4.a Packet Pg. 65 Attachment: 2019-20 June Treasurers Report with signature (Treasurer’s Report at June 30, 2020) Month End Report Trade Date copySan Jacinto, City of (66779)Month End (M6 Y2020)06/01/2020 - 06/30/2020Dated: 07/08/2020Locked Down3.A.4.aPacket Pg. 66Attachment: 2019-20 June Treasurers Report with signature (Treasurer’s Report at June 30, 2020) Holdings Report Trade Date (San Jacinto, City of (66779))1Income Detail Report Trade Date (San Jacinto, City of (66779))4Transactions Realized Gain Loss Report (San Jacinto, City of (66779))6Issuer Concentration with Yield GASB 40 Trade Date (San Jacinto, City of(66779))7Security Type GASB 40 Trade Date (San Jacinto, City of (66779))11Portfolio Activity Summary (San Jacinto, City of (66779))15Table of ContentsDated: 07/08/20203.A.4.aPacket Pg. 67Attachment: 2019-20 June Treasurers Report with signature (Treasurer’s Report at June 30, 2020) Description,Identifier,Security Type,CouponEffective Maturity,Final Maturity,Callable,Next Call DateOriginal Cost,Current Units,Market PriceTrade Date,Settle DateMoodysRating,S&P Rating,Fitch RatingBook Value,Book Value + AccruedAccrued Balance,Net Unrealized Gain/LossMarket Value,Market Value + AccruedFEDERAL NATIONAL MORTGAGE ASSOCIATION3135G0U92AGCY BOND2.62501/11/202201/11/2022N---129,906.40130,000.00103.703501/09/201901/11/2019AaaAA+---129,951.42131,562.881,611.464,863.18134,814.61136,426.07FEDERAL HOME LOAN MORTGAGE CORP3137EAEP0AGCY BOND1.50002/12/202502/12/2025N---299,769.00300,000.00104.780902/13/202002/14/2020AaaAA+---299,785.88301,498.381,712.5014,556.79314,342.67316,055.17FEDERAL HOME LOAN BANKS3130AJ7E3AGCY BOND1.37502/17/202302/17/2023N---299,448.00300,000.00102.941902/20/202002/21/2020AaaAA+---299,513.17301,002.751,489.589,312.58308,825.75310,315.33FEDERAL FARM CREDIT BANKS FUNDING CORP3133ELWD2AGCY BOND0.37504/08/202204/08/2022N---334,504.20335,000.00100.268804/03/202004/08/2020AaaAA+---334,560.90334,850.54289.641,339.57335,900.47336,190.11FEDERAL HOME LOAN BANKS3130AJHU6AGCY BOND0.50004/14/202504/14/2025N---223,884.00225,000.00100.164304/15/202004/16/2020AaaAA+---223,929.76224,164.14234.381,439.95225,369.71225,604.08FEDERAL HOME LOAN MORTGAGE CORP3137EAEQ8AGCY BOND0.37504/20/202304/20/2023N---334,162.50335,000.00100.272804/17/202004/20/2020AaaAA+---334,217.10334,464.86247.761,696.92335,914.02336,161.78FEDERAL HOME LOAN MORTGAGE CORP3137EAER6AGCY BOND0.37505/05/202305/05/2023N---334,859.30335,000.00100.259805/05/202005/07/2020AaaAA+---334,866.38335,054.82188.441,003.82335,870.20336,058.63FEDERAL FARM CREDIT BANKS FUNDING CORP3133ELG81AGCY BOND0.30006/08/202306/08/2023N---333,907.90335,000.00100.027806/05/202006/09/2020AaaAA+---333,929.69333,993.9064.211,163.43335,093.12335,157.33EXXON MOBIL CORP30231GBB7CORP1.90208/16/202208/16/2022N---75,000.0075,000.00103.116908/13/201908/16/2019Aa1AA---75,000.0075,534.94534.942,337.6777,337.6777,872.61APPLE INC037833DE7CORP2.40012/13/202201/13/2023Y12/13/2022304,260.00300,000.00105.197812/10/201912/12/2019Aa1AA+---303,495.66306,855.663,360.0012,097.85315,593.51318,953.51MICROSOFT CORP594918AT1CORP2.37502/01/202305/01/2023Y02/01/2023246,484.45235,000.00105.299304/28/202004/30/2020AaaAAA---245,786.01246,716.21930.211,667.25247,453.26248,383.46WALMART INC931142EK5CORP3.40005/26/202306/26/2023Y05/26/2023243,666.00225,000.00108.936704/29/202005/01/2020Aa2AA---242,664.76242,771.01106.252,442.79245,107.55245,213.80FHMS K-033 A23137B4WB8FHLMC3.06006/08/202307/25/2023Y---258,544.92250,000.00106.807012/12/201912/17/2019AaaAA+---257,183.14257,820.64637.509,834.41267,017.55267,655.05FHMS K-725 A2US3137BWWD24FHLMC3.00212/24/202301/25/2024Y---289,012.50280,000.00107.371112/12/201912/17/2019AaaAAA---287,776.43288,476.89700.4712,862.60300,639.02301,339.49FHMS K-024 A23137AXHP1FHLMC CMO2.57308/19/202209/25/2022Y---319,687.50320,000.00103.852105/02/201905/07/2019AaaAA+---319,607.54320,293.67686.1312,719.25332,326.78333,012.92FIRST AMER:GVT OBLG Y31846V203MMFUND0.01006/30/202006/30/2020N---46,121.6546,121.651.0000------AaaAAAm---46,121.6546,121.650.000.0046,121.6546,121.65Holdings Report Trade DateSan Jacinto, City of (66779)As of 06/30/2020Return to Table of ContentsDated: 07/08/202013.A.4.aPacket Pg. 68Attachment: 2019-20 June Treasurers Report with signature (Treasurer’s Report at June 30, 2020) Description,Identifier,Security Type,CouponEffective Maturity,Final Maturity,Callable,Next Call DateOriginal Cost,Current Units,Market PriceTrade Date,Settle DateMoodysRating,S&P Rating,Fitch RatingBook Value,Book Value + AccruedAccrued Balance,Net Unrealized Gain/LossMarket Value,Market Value + AccruedUNITED STATES TREASURY912828Y20US GOV2.62507/15/202107/15/2021N---436,803.13440,000.00102.535209/24/201809/26/2018AaaAA+---438,788.97444,119.745,330.7712,365.91451,154.88456,485.65UNITED STATES TREASURY912828F21US GOV2.12509/30/202109/30/2021N---428,491.99435,000.00102.421912/17/201812/20/2018AaaAA+---432,019.97434,343.532,323.5713,515.30445,535.27447,858.83UNITED STATES TREASURY912828WY2US GOV2.25007/31/202107/31/2021N---218,470.32220,000.00102.226601/10/201901/15/2019AaaAA+---219,337.82221,404.862,067.035,560.70224,898.52226,965.55UNITED STATES TREASURY9128285R7US GOV2.62512/15/202112/15/2021N---250,664.06250,000.00103.562501/10/201901/15/2019AaaAA+---250,339.28250,626.16286.898,566.97258,906.25259,193.14UNITED STATES TREASURY912828XG0US GOV2.12506/30/202206/30/2022N---148,089.85150,000.00103.906202/13/201902/15/2019AaaAA+---148,850.61148,859.278.667,008.69155,859.30155,867.96UNITED STATES TREASURY912828D72US GOV2.00008/31/202108/31/2021N---246,748.05250,000.00102.121102/13/201902/15/2019AaaAA+---248,480.67250,151.861,671.206,822.08255,302.75256,973.95UNITED STATES TREASURY912828W55US GOV1.87502/28/202202/28/2022N---98,101.56100,000.00102.820302/13/201902/15/2019AaaAA+---98,941.1099,567.80626.703,879.20102,820.30103,447.00UNITED STATES TREASURY912828V72US GOV1.87501/31/202201/31/2022N---313,621.88315,000.00102.675805/29/201905/31/2019AaaAA+---314,175.96316,642.312,466.359,252.81323,428.77325,895.12UNITED STATES TREASURY912828SF8US GOV2.00002/15/202202/15/2022N---314,778.52315,000.00102.953105/29/201905/31/2019AaaAA+---314,868.23317,239.392,371.159,434.03324,302.27326,673.42UNITED STATES TREASURY912828L57US GOV1.75009/30/202209/30/2022N---374,765.63375,000.00103.543006/26/201906/27/2019AaaAA+---374,839.43376,489.021,649.5913,446.82388,286.25389,935.84UNITED STATES TREASURY912828J76US GOV1.75003/31/202203/31/2022N---179,374.22180,000.00102.750007/09/201907/11/2019AaaAA+---179,595.55180,387.35791.805,354.45184,950.00185,741.80UNITED STATES TREASURY912828L24US GOV1.87508/31/202208/31/2022N---100,953.13100,000.00103.683608/08/201908/09/2019AaaAA+---100,679.44101,306.13626.703,004.16103,683.60104,310.30UNITED STATES TREASURY912828N30US GOV2.12512/31/202212/31/2022N---81,368.7580,000.00104.871109/10/201909/12/2019AaaAA+---81,043.3181,047.934.622,853.5783,896.8883,901.50UNITED STATES TREASURY912828L24US GOV1.87508/31/202208/31/2022N---125,668.95125,000.00103.683609/17/201909/18/2019AaaAA+---125,494.47126,277.84783.374,110.03129,604.50130,387.87UNITED STATES TREASURY9128287C8US GOV1.75007/15/202207/15/2022N---370,925.00370,000.00103.214810/29/201910/30/2019AaaAA+---370,702.22373,690.682,988.4611,192.54381,894.76384,883.22UNITED STATES TREASURY912828Y87US GOV1.75007/31/202407/31/2024N---351,162.11350,000.00106.183612/06/201912/10/2019AaaAA+---351,029.11353,586.802,557.6920,613.49371,642.60374,200.29Holdings Report Trade DateSan Jacinto, City of (66779)As of 06/30/2020Return to Table of ContentsDated: 07/08/202023.A.4.aPacket Pg. 69Attachment: 2019-20 June Treasurers Report with signature (Treasurer’s Report at June 30, 2020) * Filtered By: Description ¹ "Payable" and Description ¹ "Receivable". * Weighted by: Market Value + Accrued.Description,Identifier,Security Type,CouponEffective Maturity,Final Maturity,Callable,Next Call DateOriginal Cost,Current Units,Market PriceTrade Date,Settle DateMoodysRating,S&P Rating,Fitch RatingBook Value,Book Value + AccruedAccrued Balance,Net Unrealized Gain/LossMarket Value,Market Value + AccruedUNITED STATES TREASURY912828YE4US GOV1.25008/31/202408/31/2024N---294,257.81300,000.00104.199212/06/201912/10/2019AaaAA+---294,913.79296,167.181,253.4017,683.81312,597.60313,851.00UNITED STATES TREASURY9128286Z8US GOV1.75006/30/202406/30/2024N---351,121.09350,000.00106.074212/06/201912/10/2019AaaAA+---350,989.07351,005.7116.6420,270.63371,259.70371,276.34UNITED STATES TREASURY912828W71US GOV2.12503/31/202403/31/2024N---340,404.49335,000.00107.140612/12/201912/17/2019AaaAA+---339,750.29341,539.701,789.4119,170.72358,921.01360,710.42UNITED STATES TREASURY912828V80US GOV2.25001/31/202401/31/2024N---341,948.63335,000.00107.312512/12/201912/17/2019AaaAA+---341,068.52344,216.053,147.5318,428.35359,496.88362,644.40UNITED STATES TREASURY912828YE4US GOV1.25008/31/202408/31/2024N---376,012.50370,000.00104.199203/02/202003/04/2020AaaAA+---375,587.03377,132.881,545.869,950.01385,537.04387,082.90UNITED STATES TREASURY912828YY0US GOV1.75012/31/202412/31/2024N---166,500.00160,000.00106.695303/02/202003/04/2020AaaAA+---166,068.92166,076.537.614,643.56170,712.48170,720.09UNITED STATES TREASURY9128284P2US GOV2.62505/15/202105/15/2021N---204,207.23205,000.00102.125007/26/201807/30/2018AaaAA+---204,747.51205,434.79687.284,608.74209,356.25210,043.53UNITED STATES TREASURY912828T91US GOV1.62510/31/202310/31/2023N---266,146.29255,000.00104.769506/05/202006/09/2020AaaAA+---265,950.80266,648.94698.131,211.42267,162.22267,860.36UNITED STATES TREASURY912828T26US GOV1.37509/30/202309/30/2023N---263,835.35255,000.00103.863306/05/202006/09/2020AaaAA+---263,675.67264,557.02881.351,175.74264,851.41265,732.77UNITED STATES TREASURY912828ZC7US GOV1.12502/28/202502/28/2025N---226,943.75220,000.00104.007806/05/202006/09/2020AaaAA+---226,856.88227,684.12827.241,960.28228,817.16229,644.40------------03/10/202303/16/2023------10,944,582.6010,866,121.65---------AaaAA+---10,947,184.0910,997,386.5450,202.45325,422.1111,272,606.2011,322,808.65Holdings Report Trade DateSan Jacinto, City of (66779)As of 06/30/2020Return to Table of ContentsDated: 07/08/202033.A.4.aPacket Pg. 70Attachment: 2019-20 June Treasurers Report with signature (Treasurer’s Report at June 30, 2020) Identifier,DescriptionFinal MaturityEnding Current UnitsEarned InterestIncomeRealized Gain,Realized LossAccretion IncomeAmortization ExpenseMisc IncomeNet Earned IncomeInterest PaymentReceived,Ending Interest Due3130AJHU6FEDERAL HOME LOAN BANKS04/14/2025225,000.0093.750.000.0018.060.000.00111.810.000.00912828ZC7UNITED STATES TREASURY02/28/2025220,000.00147.960.000.000.00-86.870.0061.090.000.003137EAEP0FEDERAL HOME LOAN MORTGAGE CORP02/12/2025300,000.00375.000.000.003.670.000.00378.670.000.00912828YY0UNITED STATES TREASURY12/31/2024160,000.00230.690.000.000.00-108.660.00122.031,400.000.00912828YE4UNITED STATES TREASURY08/31/2024300,000.00305.710.000.0096.000.000.00401.700.000.00912828YE4UNITED STATES TREASURY08/31/2024370,000.00377.040.000.000.00-107.260.00269.780.000.00912828Y87UNITED STATES TREASURY07/31/2024350,000.00504.810.000.000.00-20.020.00484.790.000.009128286Z8UNITED STATES TREASURY06/30/2024350,000.00504.620.000.000.00-19.640.00484.993,062.500.00912828W71UNITED STATES TREASURY03/31/2024335,000.00583.500.000.000.00-100.560.00482.950.000.00912828V80UNITED STATES TREASURY01/31/2024335,000.00621.220.000.000.00-134.980.00486.240.000.00US3137BWWD24FHMS K-725 A201/25/2024280,000.00700.470.000.000.00-192.640.00507.83700.470.00912828T91UNITED STATES TREASURY10/31/2023255,000.00247.720.000.000.00-195.490.0052.240.000.00912828T26UNITED STATES TREASURY09/30/2023255,000.00210.760.000.000.00-159.680.0051.080.000.009128282D1UNITED STATES TREASURY08/31/20230.00100.1414,810.320.0022.710.000.0014,933.170.000.003137B4WB8FHMS K-033 A207/25/2023250,000.00637.500.000.000.00-211.380.00426.12637.500.00931142EK5WALMART INC06/26/2023225,000.00637.500.000.000.00-492.630.00144.873,825.000.003133ELG81FEDERAL FARM CREDIT BANKS FUNDING CORP06/08/2023335,000.0061.420.000.0021.790.000.0083.210.000.003137EAER6FEDERAL HOME LOAN MORTGAGE CORP05/05/2023335,000.00104.690.000.003.860.000.00108.550.000.00594918AT1MICROSOFT CORP05/01/2023235,000.00465.100.000.000.00-337.850.00127.250.000.003137EAEQ8FEDERAL HOME LOAN MORTGAGE CORP04/20/2023335,000.00104.690.000.0022.750.000.00127.440.000.003130AJ7E3FEDERAL HOME LOAN BANKS02/17/2023300,000.00343.750.000.0014.920.000.00358.670.000.00037833DE7APPLE INC01/13/2023300,000.00600.000.000.000.00-114.350.00485.650.000.00912828N30UNITED STATES TREASURY12/31/202280,000.00140.060.000.000.00-33.620.00106.44850.000.00912828L57UNITED STATES TREASURY09/30/2022375,000.00537.910.000.005.740.000.00543.650.000.003137AXHP1FHMS K-024 A209/25/2022320,000.00686.130.000.00-5.910.000.00680.22686.130.00912828L24UNITED STATES TREASURY08/31/2022100,000.00152.850.000.000.00-25.120.00127.730.000.00912828L24UNITED STATES TREASURY08/31/2022125,000.00191.070.000.000.00-18.250.00172.810.000.0030231GBB7EXXON MOBIL CORP08/16/202275,000.00118.880.000.000.000.000.00118.880.000.009128287C8UNITED STATES TREASURY07/15/2022370,000.00533.650.000.000.00-27.820.00505.830.000.00912828XG0UNITED STATES TREASURY06/30/2022150,000.00262.610.000.0045.960.000.00308.571,593.750.00Income Detail Report Trade DateSan Jacinto, City of (66779)06/01/2020 - 06/30/2020Return to Table of ContentsDated: 07/08/202043.A.4.aPacket Pg. 71Attachment: 2019-20 June Treasurers Report with signature (Treasurer’s Report at June 30, 2020) * Filtered By: Description ¹ "Payable" and Description ¹ "Receivable". * Weighted by: Ending Market Value + Accrued.Identifier,DescriptionFinal MaturityEnding Current UnitsEarned InterestIncomeRealized Gain,Realized LossAccretion IncomeAmortization ExpenseMisc IncomeNet Earned IncomeInterest PaymentReceived,Ending Interest Due3133ELWD2FEDERAL FARM CREDIT BANKS FUNDING CORP04/08/2022335,000.00104.690.000.0020.250.000.00124.940.000.00912828J76UNITED STATES TREASURY03/31/2022180,000.00258.200.000.0018.660.000.00276.850.000.00912828W55UNITED STATES TREASURY02/28/2022100,000.00152.850.000.0050.660.000.00203.510.000.00912828SF8UNITED STATES TREASURY02/15/2022315,000.00519.230.000.006.570.000.00525.800.000.00912828V72UNITED STATES TREASURY01/31/2022315,000.00486.780.000.0042.100.000.00528.880.000.003135G0U92FEDERAL NATIONAL MORTGAGE ASSOCIATION01/11/2022130,000.00284.380.000.002.550.000.00286.930.000.009128285R7UNITED STATES TREASURY12/15/2021250,000.00537.910.000.000.00-18.740.00519.173,281.250.00912828F21UNITED STATES TREASURY09/30/2021435,000.00757.680.000.00192.500.000.00950.190.000.00912828D72UNITED STATES TREASURY08/31/2021250,000.00407.610.000.00104.540.000.00512.150.000.00912828WY2UNITED STATES TREASURY07/31/2021220,000.00407.970.000.0049.550.000.00457.510.000.00912828Y20UNITED STATES TREASURY07/15/2021440,000.00951.920.000.0094.140.000.001,046.060.000.009128284P2UNITED STATES TREASURY05/15/2021205,000.00438.690.000.0023.410.000.00462.100.000.003137EAEL9FEDERAL HOME LOAN MORTGAGE CORP02/16/20210.00277.088,590.690.0025.180.000.008,892.960.000.0031846V203FIRST AMER:GVT OBLG Y06/30/202046,121.650.440.000.000.000.000.000.441.190.44------03/16/202310,866,121.6516,166.6323,401.010.00879.66-2,405.560.0038,041.7416,037.790.44Income Detail Report Trade DateSan Jacinto, City of (66779)06/01/2020 - 06/30/2020Return to Table of ContentsDated: 07/08/202053.A.4.aPacket Pg. 72Attachment: 2019-20 June Treasurers Report with signature (Treasurer’s Report at June 30, 2020) * Does not Lock Down. * Filtered By: Type = Buy or Type = Sell or Type = Call Redemption or Type = Put Redemption or Type = Corporate Action Sell or Type = Cash Transfer or Type = Maturity or Type = Coupon or Type = Principal Paydown or Type = Money Market Funds. * Weighted by: AbsoluteValue of Principal. * MMF transactions are expanded. * The Transaction Detail/Trading Activity reports provide our most up-to-date transactional details. As such, these reports are subject to change even after the other reports on the website have been locked down. While these reports can be useful tools in understanding recent activity,due to their dynamic nature we do not recommend using them for booking journal entries or reconciliation.IdentifierDescriptionCurrent UnitsTypeSettle DatePricePrincipalRealized Gain/LossAmount31846V203FIRST AMER:GVT OBLG Y0.00Money Market Funds05/31/2020---0.000.001.193137AXHP1FHMS K-024 A20.00Coupon06/01/2020---0.000.00686.133137B4WB8FHMS K-033 A20.00Coupon06/01/2020---0.000.00637.50US3137BWWD24FHMS K-725 A20.00Coupon06/01/2020---0.000.00700.4731846V203FIRST AMER:GVT OBLG Y1.19Buy06/02/20201.0001.190.00-1.1931846V203FIRST AMER:GVT OBLG Y-208,316.58Sell06/09/20201.000-208,316.580.00208,316.589128282D1UNITED STATES TREASURY-335,000.00Sell06/09/2020103.387-346,345.5114,810.32347,609.73912828T91UNITED STATES TREASURY255,000.00Buy06/09/2020104.371266,146.290.00-266,596.703137EAEL9FEDERAL HOME LOAN MORTGAGE CORP-525,000.00Sell06/09/2020101.485-532,796.258,590.69536,710.05912828T26UNITED STATES TREASURY255,000.00Buy06/09/2020103.465263,835.350.00-264,505.94912828ZC7UNITED STATES TREASURY220,000.00Buy06/09/2020103.156226,943.750.00-227,623.033133ELG81FEDERAL FARM CREDIT BANKS FUNDINGCORP335,000.00Buy06/09/202099.674333,907.900.00-333,910.6931846V203FIRST AMER:GVT OBLG Y3,281.25Buy06/15/20201.0003,281.250.00-3,281.259128285R7UNITED STATES TREASURY0.00Coupon06/15/2020---0.000.003,281.25CCYUSDUS DOLLAR0.00Cash Transfer06/25/2020---0.000.00-104.1731846V203FIRST AMER:GVT OBLG Y-104.17Sell06/25/20201.000-104.170.00104.1731846V203FIRST AMER:GVT OBLG Y2,024.10Buy06/25/20201.0002,024.100.00-2,024.1031846V203FIRST AMER:GVT OBLG Y3,825.00Buy06/26/20201.0003,825.000.00-3,825.00931142EK5WALMART INC0.00Coupon06/26/2020---0.000.003,825.0031846V203FIRST AMER:GVT OBLG Y0.00Money Market Funds06/30/2020---0.000.000.4431846V203FIRST AMER:GVT OBLG Y6,906.25Buy06/30/20201.0006,906.250.00-6,906.25912828XG0UNITED STATES TREASURY0.00Coupon06/30/2020---0.000.001,593.75912828N30UNITED STATES TREASURY0.00Coupon06/30/2020---0.000.00850.009128286Z8UNITED STATES TREASURY0.00Coupon06/30/2020---0.000.003,062.50912828YY0UNITED STATES TREASURY0.00Coupon06/30/2020---0.000.001,400.00------12,617.04---------19,308.5723,401.010.44Transactions Realized Gain Loss ReportSan Jacinto, City of (66779)06/01/2020 - 06/30/2020Return to Table of ContentsDated: 07/08/202063.A.4.aPacket Pg. 73Attachment: 2019-20 June Treasurers Report with signature (Treasurer’s Report at June 30, 2020) Apple Inc.Exxon Mobil CorporationFarm Credit SystemIdentifierSecurity TypeDescription,Issuer ConcentrationEnding Current UnitsCoupon TypeCallableDurationBookYieldYieldEndingEffectiveMaturity,Final MaturityEnding AccruedBalanceEnding Book Value,Book Value + AccruedMarket Value,Ending Market Value +Accrued% of MarketValue037833DE7CORPAPPLE INCApple Inc.300,000.00FixedY1.4441.9110.27212/13/202201/13/20233,360.00303,495.66306,855.66315,593.51318,953.512.800%037833DE7CORPAPPLE INCApple Inc.300,000.00FixedY1.4441.9110.27212/13/202201/13/20233,360.00303,495.66306,855.66315,593.51318,953.512.800%IdentifierSecurity TypeDescription,Issuer ConcentrationEnding Current UnitsCoupon TypeCallableDurationBookYieldYieldEndingEffectiveMaturity,Final MaturityEnding AccruedBalanceEnding Book Value,Book Value + AccruedMarket Value,Ending Market Value +Accrued% of MarketValue30231GBB7CORPEXXON MOBIL CORPExxon Mobil Corporation75,000.00FixedN2.0781.9020.42908/16/202208/16/2022534.9475,000.0075,534.9477,337.6777,872.610.686%30231GBB7CORPEXXON MOBIL CORPExxon Mobil Corporation75,000.00FixedN2.0781.9020.42908/16/202208/16/2022534.9475,000.0075,534.9477,337.6777,872.610.686%IdentifierSecurity TypeDescription,Issuer ConcentrationEnding Current UnitsCoupon TypeCallableDurationBookYieldYieldEndingEffectiveMaturity,Final MaturityEnding AccruedBalanceEnding Book Value,Book Value + AccruedMarket Value,Ending Market Value +Accrued% of MarketValue3133ELWD2AGCY BONDFEDERAL FARM CREDIT BANKSFUNDING CORPFarm Credit System335,000.00FixedN1.7650.4490.22304/08/202204/08/2022289.64334,560.90334,850.54335,900.47336,190.112.980%Issuer Concentration with Yield GASB 40 Trade DateSan Jacinto, City of (66779)As of 06/30/2020Return to Table of ContentsDated: 07/08/202073.A.4.aPacket Pg. 74Attachment: 2019-20 June Treasurers Report with signature (Treasurer’s Report at June 30, 2020) Federal Home Loan BanksFederal National Mortgage AssociationFreddie MacIdentifierSecurity TypeDescription,Issuer ConcentrationEnding Current UnitsCoupon TypeCallableDurationBookYieldYieldEndingEffectiveMaturity,Final MaturityEnding AccruedBalanceEnding Book Value,Book Value + AccruedMarket Value,Ending Market Value +Accrued% of MarketValue3133ELG81AGCY BONDFEDERAL FARM CREDIT BANKSFUNDING CORPFarm Credit System335,000.00FixedN2.9230.4100.29006/08/202306/08/202364.21333,929.69333,993.90335,093.12335,157.332.973%---AGCY BONDFEDERAL FARM CREDIT BANKSFUNDING CORPFarm Credit System670,000.00FixedN2.3430.4300.25711/07/202211/07/2022353.84668,490.59668,844.44670,993.59671,347.445.952%IdentifierSecurity TypeDescription,Issuer ConcentrationEnding Current UnitsCoupon TypeCallableDurationBookYieldYieldEndingEffectiveMaturity,Final MaturityEnding AccruedBalanceEnding Book Value,Book Value + AccruedMarket Value,Ending Market Value +Accrued% of MarketValue3130AJ7E3AGCY BONDFEDERAL HOME LOAN BANKSFederal Home Loan Banks300,000.00FixedN2.5781.4380.25202/17/202302/17/20231,489.58299,513.17301,002.75308,825.75310,315.332.740%3130AJHU6AGCY BONDFEDERAL HOME LOAN BANKSFederal Home Loan Banks225,000.00FixedN4.7220.6010.46504/14/202504/14/2025234.38223,929.76224,164.14225,369.71225,604.081.999%---AGCY BONDFEDERAL HOME LOAN BANKSFederal Home Loan Banks525,000.00FixedN3.4811.0810.34201/14/202401/14/20241,723.96523,442.93525,166.89534,195.46535,919.424.739%IdentifierSecurity TypeDescription,Issuer ConcentrationEnding Current UnitsCoupon TypeCallableDurationBookYieldYieldEndingEffectiveMaturity,Final MaturityEnding AccruedBalanceEnding Book Value,Book Value + AccruedMarket Value,Ending Market Value +Accrued% of MarketValue3135G0U92AGCY BONDFEDERAL NATIONAL MORTGAGEASSOCIATIONFederal National Mortgage Association130,000.00FixedN1.4922.6500.20001/11/202201/11/20221,611.46129,951.42131,562.88134,814.61136,426.071.196%3135G0U92AGCY BONDFEDERAL NATIONAL MORTGAGEASSOCIATIONFederal National Mortgage Association130,000.00FixedN1.4922.6500.20001/11/202201/11/20221,611.46129,951.42131,562.88134,814.61136,426.071.196%IdentifierSecurity TypeDescription,Issuer ConcentrationEnding Current UnitsCoupon TypeCallableDurationBookYieldYieldEndingEffectiveMaturity,Final MaturityEnding AccruedBalanceEnding Book Value,Book Value + AccruedMarket Value,Ending Market Value +Accrued% of MarketValue3137AXHP1FHLMC CMOFHMS K-024 A2Freddie Mac320,000.00FixedY2.0762.5630.67708/19/202209/25/2022686.13319,607.54320,293.67332,326.78333,012.922.948%3137B4WB8FHLMCFHMS K-033 A2Freddie Mac250,000.00VariableY2.8141.9900.65606/08/202307/25/2023637.50257,183.14257,820.64267,017.55267,655.052.369%US3137BWWD24FHLMCFHMS K-725 A2Freddie Mac280,000.00VariableY3.3122.1230.80312/24/202301/25/2024700.47287,776.43288,476.89300,639.02301,339.492.667%3137EAEP0AGCY BONDFEDERAL HOME LOAN MORTGAGECORPFreddie Mac300,000.00FixedN4.4481.5160.45202/12/202502/12/20251,712.50299,785.88301,498.38314,342.67316,055.172.789%3137EAEQ8AGCY BONDFEDERAL HOME LOAN MORTGAGECORPFreddie Mac335,000.00FixedN2.7880.4590.27704/20/202304/20/2023247.76334,217.10334,464.86335,914.02336,161.782.980%3137EAER6AGCY BONDFEDERAL HOME LOAN MORTGAGECORPFreddie Mac335,000.00FixedN2.8290.3890.28305/05/202305/05/2023188.44334,866.38335,054.82335,870.20336,058.632.980%---------Freddie Mac1,820,000.00------3.0351.4620.51608/15/202309/02/20234,172.801,833,436.471,837,609.261,886,110.251,890,283.0516.732%Issuer Concentration with Yield GASB 40 Trade DateSan Jacinto, City of (66779)As of 06/30/2020Return to Table of ContentsDated: 07/08/202083.A.4.aPacket Pg. 75Attachment: 2019-20 June Treasurers Report with signature (Treasurer’s Report at June 30, 2020) Microsoft CorporationU.S. BancorpUnited StatesIdentifierSecurity TypeDescription,Issuer ConcentrationEnding Current UnitsCoupon TypeCallableDurationBookYieldYieldEndingEffectiveMaturity,Final MaturityEnding AccruedBalanceEnding Book Value,Book Value + AccruedMarket Value,Ending Market Value +Accrued% of MarketValue594918AT1CORPMICROSOFT CORPMicrosoft Corporation235,000.00FixedY1.5370.5830.31602/01/202305/01/2023930.21245,786.01246,716.21247,453.26248,383.462.195%594918AT1CORPMICROSOFT CORPMicrosoft Corporation235,000.00FixedY1.5370.5830.31602/01/202305/01/2023930.21245,786.01246,716.21247,453.26248,383.462.195%IdentifierSecurity TypeDescription,Issuer ConcentrationEnding Current UnitsCoupon TypeCallableDurationBookYieldYieldEndingEffectiveMaturity,Final MaturityEnding AccruedBalanceEnding Book Value,Book Value + AccruedMarket Value,Ending Market Value +Accrued% of MarketValue31846V203MMFUNDFIRST AMER:GVT OBLG YU.S. Bancorp46,121.65FixedN0.0000.0100.01006/30/202006/30/20200.0046,121.6546,121.6546,121.6546,121.650.409%31846V203MMFUNDFIRST AMER:GVT OBLG YU.S. Bancorp46,121.65FixedN0.0000.0100.01006/30/202006/30/20200.0046,121.6546,121.6546,121.6546,121.650.409%IdentifierSecurity TypeDescription,Issuer ConcentrationEnding Current UnitsCoupon TypeCallableDurationBookYieldYieldEndingEffectiveMaturity,Final MaturityEnding AccruedBalanceEnding Book Value,Book Value + AccruedMarket Value,Ending Market Value +Accrued% of MarketValue912828Y20US GOVUNITED STATES TREASURYUnited States440,000.00FixedN1.0212.8960.18707/15/202107/15/20215,330.77438,788.97444,119.74451,154.88456,485.654.002%912828F21US GOVUNITED STATES TREASURYUnited States435,000.00FixedN1.2352.6870.18609/30/202109/30/20212,323.57432,019.97434,343.53445,535.27447,858.833.952%912828WY2US GOVUNITED STATES TREASURYUnited States220,000.00FixedN1.0682.5340.19507/31/202107/31/20212,067.03219,337.82221,404.86224,898.52226,965.551.995%9128285R7US GOVUNITED STATES TREASURYUnited States250,000.00FixedN1.4392.5290.17912/15/202112/15/2021286.89250,339.28250,626.16258,906.25259,193.142.297%912828XG0US GOVUNITED STATES TREASURYUnited States150,000.00FixedN1.9682.5210.16806/30/202206/30/20228.66148,850.61148,859.27155,859.30155,867.961.383%912828D72US GOVUNITED STATES TREASURYUnited States250,000.00FixedN1.1532.5330.18208/31/202108/31/20211,671.20248,480.67250,151.86255,302.75256,973.952.265%912828W55US GOVUNITED STATES TREASURYUnited States100,000.00FixedN1.6402.5280.18102/28/202202/28/2022626.7098,941.1099,567.80102,820.30103,447.000.912%912828V72US GOVUNITED STATES TREASURYUnited States315,000.00FixedN1.5572.0440.18401/31/202201/31/20222,466.35314,175.96316,642.31323,428.77325,895.122.869%912828SF8US GOVUNITED STATES TREASURYUnited States315,000.00FixedN1.5962.0260.18102/15/202202/15/20222,371.15314,868.23317,239.39324,302.27326,673.422.877%912828L57US GOVUNITED STATES TREASURYUnited States375,000.00FixedN2.2071.7700.17309/30/202209/30/20221,649.59374,839.43376,489.02388,286.25389,935.843.445%912828J76US GOVUNITED STATES TREASURYUnited States180,000.00FixedN1.7241.8810.17703/31/202203/31/2022791.80179,595.55180,387.35184,950.00185,741.801.641%912828L24US GOVUNITED STATES TREASURYUnited States100,000.00FixedN2.1221.5550.17208/31/202208/31/2022626.70100,679.44101,306.13103,683.60104,310.300.920%912828N30US GOVUNITED STATES TREASURYUnited States80,000.00FixedN2.4471.5900.17212/31/202212/31/20224.6281,043.3181,047.9383,896.8883,901.500.744%912828L24US GOVUNITED STATES TREASURYUnited States125,000.00FixedN2.1221.6880.17208/31/202208/31/2022783.37125,494.47126,277.84129,604.50130,387.871.150%9128287C8US GOVUNITED STATES TREASURYUnited States370,000.00FixedN1.9971.6550.17207/15/202207/15/20222,988.46370,702.22373,690.68381,894.76384,883.223.388%912828Y87US GOVUNITED STATES TREASURYUnited States350,000.00FixedN3.9341.6750.22807/31/202407/31/20242,557.69351,029.11353,586.80371,642.60374,200.293.297%912828YE4US GOVUNITED STATES TREASURYUnited States300,000.00FixedN4.0561.6730.23708/31/202408/31/20241,253.40294,913.79296,167.18312,597.60313,851.002.773%Issuer Concentration with Yield GASB 40 Trade DateSan Jacinto, City of (66779)As of 06/30/2020Return to Table of ContentsDated: 07/08/202093.A.4.aPacket Pg. 76Attachment: 2019-20 June Treasurers Report with signature (Treasurer’s Report at June 30, 2020) Walmart Inc.Summary * Grouped by: Issuer Concentration. * Groups Sorted by: Issuer Concentration. * Filtered By: Description ¹ "Payable" and Description ¹ "Receivable". * Weighted by: Ending Market Value + Accrued, except Book Yield by Base Book Value + Accrued.IdentifierSecurity TypeDescription,Issuer ConcentrationEnding Current UnitsCoupon TypeCallableDurationBookYieldYieldEndingEffectiveMaturity,Final MaturityEnding AccruedBalanceEnding Book Value,Book Value + AccruedMarket Value,Ending Market Value +Accrued% of MarketValue9128286Z8US GOVUNITED STATES TREASURYUnited States350,000.00FixedN3.8811.6770.22406/30/202406/30/202416.64350,989.07351,005.71371,259.70371,276.343.293%912828W71US GOVUNITED STATES TREASURYUnited States335,000.00FixedN3.6101.7330.21303/31/202403/31/20241,789.41339,750.29341,539.70358,921.01360,710.423.184%912828V80US GOVUNITED STATES TREASURYUnited States335,000.00FixedN3.4371.7260.20201/31/202401/31/20243,147.53341,068.52344,216.05359,496.88362,644.403.189%912828YE4US GOVUNITED STATES TREASURYUnited States370,000.00FixedN4.0560.8800.23708/31/202408/31/20241,545.86375,587.03377,132.88385,537.04387,082.903.420%912828YY0US GOVUNITED STATES TREASURYUnited States160,000.00FixedN4.3480.8880.25312/31/202412/31/20247.61166,068.92166,076.53170,712.48170,720.091.514%9128284P2US GOVUNITED STATES TREASURYUnited States205,000.00FixedN0.8682.7690.19305/15/202105/15/2021687.28204,747.51205,434.79209,356.25210,043.531.857%912828T91US GOVUNITED STATES TREASURYUnited States255,000.00FixedN3.2500.3280.18910/31/202310/31/2023698.13265,950.80266,648.94267,162.22267,860.362.370%912828T26US GOVUNITED STATES TREASURYUnited States255,000.00FixedN3.1790.3210.18309/30/202309/30/2023881.35263,675.67264,557.02264,851.41265,732.772.350%912828ZC7US GOVUNITED STATES TREASURYUnited States220,000.00FixedN4.5420.4490.26102/28/202502/28/2025827.24226,856.88227,684.12228,817.16229,644.402.030%---US GOVUNITED STATES TREASURYUnited States6,840,000.00FixedN2.5271.8080.19802/03/202302/03/202337,409.006,878,794.606,916,203.607,114,878.647,152,287.6463.117%IdentifierSecurity TypeDescription,Issuer ConcentrationEnding Current UnitsCoupon TypeCallableDurationBookYieldYieldEndingEffectiveMaturity,Final MaturityEnding AccruedBalanceEnding Book Value,Book Value + AccruedMarket Value,Ending Market Value +Accrued% of MarketValue931142EK5CORPWALMART INCWalmart Inc.225,000.00FixedY1.7150.6650.30805/26/202306/26/2023106.25242,664.76242,771.01245,107.55245,213.802.174%931142EK5CORPWALMART INCWalmart Inc.225,000.00FixedY1.7150.6650.30805/26/202306/26/2023106.25242,664.76242,771.01245,107.55245,213.802.174%IdentifierSecurity TypeDescription,Issuer ConcentrationEnding Current UnitsCoupon TypeCallableDurationBookYieldYieldEndingEffectiveMaturity,Final MaturityEnding AccruedBalanceEnding Book Value,Book Value + AccruedMarket Value,Ending Market Value +Accrued% of MarketValue------------10,866,121.65------2.5501.5850.26903/10/202303/16/202350,202.4510,947,184.0910,997,386.5411,272,606.2011,322,808.65100.000%Issuer Concentration with Yield GASB 40 Trade DateSan Jacinto, City of (66779)As of 06/30/2020Return to Table of ContentsDated: 07/08/2020103.A.4.aPacket Pg. 77Attachment: 2019-20 June Treasurers Report with signature (Treasurer’s Report at June 30, 2020) AGCY BONDIdentifier,Description,Security Type% of MarketValue +AccruedCoupon TypeCallableDurationS&PRating,Moody'sRatingEnding Current UnitsEndingEffectiveMaturity,Final MaturityBookYield,YieldEnding AccruedBalanceOriginal CostEnding Book Value,Book Value + AccruedMarket Value,Ending Market Value +Accrued3135G0U92FEDERAL NATIONAL MORTGAGEASSOCIATIONAGCY BOND1.205%FixedN1.492AA+Aaa130,000.0001/11/202201/11/20222.6500.2001,611.46129,906.40129,951.42131,562.88134,814.61136,426.073133ELWD2FEDERAL FARM CREDIT BANKS FUNDINGCORPAGCY BOND2.969%FixedN1.765AA+Aaa335,000.0004/08/202204/08/20220.4490.223289.64334,504.20334,560.90334,850.54335,900.47336,190.113130AJ7E3FEDERAL HOME LOAN BANKSAGCY BOND2.741%FixedN2.578AA+Aaa300,000.0002/17/202302/17/20231.4380.2521,489.58299,448.00299,513.17301,002.75308,825.75310,315.333137EAEQ8FEDERAL HOME LOAN MORTGAGE CORPAGCY BOND2.969%FixedN2.788AA+Aaa335,000.0004/20/202304/20/20230.4590.277247.76334,162.50334,217.10334,464.86335,914.02336,161.783137EAER6FEDERAL HOME LOAN MORTGAGE CORPAGCY BOND2.968%FixedN2.829AA+Aaa335,000.0005/05/202305/05/20230.3890.283188.44334,859.30334,866.38335,054.82335,870.20336,058.633133ELG81FEDERAL FARM CREDIT BANKS FUNDINGCORPAGCY BOND2.960%FixedN2.923AA+Aaa335,000.0006/08/202306/08/20230.4100.29064.21333,907.90333,929.69333,993.90335,093.12335,157.333137EAEP0FEDERAL HOME LOAN MORTGAGE CORPAGCY BOND2.791%FixedN4.448AA+Aaa300,000.0002/12/202502/12/20251.5160.4521,712.50299,769.00299,785.88301,498.38314,342.67316,055.173130AJHU6FEDERAL HOME LOAN BANKSAGCY BOND1.992%FixedN4.722AA+Aaa225,000.0004/14/202504/14/20250.6010.465234.38223,884.00223,929.76224,164.14225,369.71225,604.08Security Type GASB 40 Trade DateSan Jacinto, City of (66779)As of 06/30/2020Return to Table of ContentsDated: 07/08/2020113.A.4.aPacket Pg. 78Attachment: 2019-20 June Treasurers Report with signature (Treasurer’s Report at June 30, 2020) CORPFHLMCFHLMC CMOMMFUNDIdentifier,Description,Security Type% of MarketValue +AccruedCoupon TypeCallableDurationS&PRating,Moody'sRatingEnding Current UnitsEndingEffectiveMaturity,Final MaturityBookYield,YieldEnding AccruedBalanceOriginal CostEnding Book Value,Book Value + AccruedMarket Value,Ending Market Value +Accrued------AGCY BOND20.595%FixedN2.974AA+Aaa2,295,000.0007/09/202307/09/20230.8470.3065,837.962,290,441.302,290,754.312,296,592.272,326,130.552,331,968.51Identifier,Description,Security Type% of MarketValue +AccruedCoupon TypeCallableDurationS&PRating,Moody'sRatingEnding Current UnitsEndingEffectiveMaturity,Final MaturityBookYield,YieldEnding AccruedBalanceOriginal CostEnding Book Value,Book Value + AccruedMarket Value,Ending Market Value +Accrued30231GBB7EXXON MOBIL CORPCORP0.688%FixedN2.078AAAa175,000.0008/16/202208/16/20221.9020.429534.9475,000.0075,000.0075,534.9477,337.6777,872.61037833DE7APPLE INCCORP2.817%FixedY1.444AA+Aa1300,000.0012/13/202201/13/20231.9110.2723,360.00304,260.00303,495.66306,855.66315,593.51318,953.51594918AT1MICROSOFT CORPCORP2.194%FixedY1.537AAAAaa235,000.0002/01/202305/01/20230.5830.316930.21246,484.45245,786.01246,716.21247,453.26248,383.46931142EK5WALMART INCCORP2.166%FixedY1.715AAAa2225,000.0005/26/202306/26/20230.6650.308106.25243,666.00242,664.76242,771.01245,107.55245,213.80------CORP7.864%Fixed---1.600AA+Aa1835,000.0001/31/202303/16/20231.1880.3084,931.40869,410.45866,946.43871,877.82885,491.99890,423.39Identifier,Description,Security Type% of MarketValue +AccruedCoupon TypeCallableDurationS&PRating,Moody'sRatingEnding Current UnitsEndingEffectiveMaturity,Final MaturityBookYield,YieldEnding AccruedBalanceOriginal CostEnding Book Value,Book Value + AccruedMarket Value,Ending Market Value +Accrued3137B4WB8FHMS K-033 A2FHLMC2.364%VariableY2.814AA+Aaa250,000.0006/08/202307/25/20231.9900.656637.50258,544.92257,183.14257,820.64267,017.55267,655.05US3137BWWD24FHMS K-725 A2FHLMC2.661%VariableY3.312AAAAaa280,000.0012/24/202301/25/20242.1230.803700.47289,012.50287,776.43288,476.89300,639.02301,339.49------FHLMC5.025%VariableY3.078AAAAaa530,000.0009/21/202310/30/20232.0600.7341,337.97547,557.42544,959.56546,297.53567,656.57568,994.54Identifier,Description,Security Type% of MarketValue +AccruedCoupon TypeCallableDurationS&PRating,Moody'sRatingEnding Current UnitsEndingEffectiveMaturity,Final MaturityBookYield,YieldEnding AccruedBalanceOriginal CostEnding Book Value,Book Value + AccruedMarket Value,Ending Market Value +Accrued3137AXHP1FHMS K-024 A2FHLMC CMO2.941%FixedY2.076AA+Aaa320,000.0008/19/202209/25/20222.5630.677686.13319,687.50319,607.54320,293.67332,326.78333,012.923137AXHP1FHMS K-024 A2FHLMC CMO2.941%FixedY2.076AA+Aaa320,000.0008/19/202209/25/20222.5630.677686.13319,687.50319,607.54320,293.67332,326.78333,012.92Security Type GASB 40 Trade DateSan Jacinto, City of (66779)As of 06/30/2020Return to Table of ContentsDated: 07/08/2020123.A.4.aPacket Pg. 79Attachment: 2019-20 June Treasurers Report with signature (Treasurer’s Report at June 30, 2020) US GOVIdentifier,Description,Security Type% of MarketValue +AccruedCoupon TypeCallableDurationS&PRating,Moody'sRatingEnding Current UnitsEndingEffectiveMaturity,Final MaturityBookYield,YieldEnding AccruedBalanceOriginal CostEnding Book Value,Book Value + AccruedMarket Value,Ending Market Value +Accrued31846V203FIRST AMER:GVT OBLG YMMFUND0.407%FixedN0.000AAAmAaa46,121.6506/30/202006/30/20200.0100.0100.0046,121.6546,121.6546,121.6546,121.6546,121.6531846V203FIRST AMER:GVT OBLG YMMFUND0.407%FixedN0.000AAAmAaa46,121.6506/30/202006/30/20200.0100.0100.0046,121.6546,121.6546,121.6546,121.6546,121.65Identifier,Description,Security Type% of MarketValue +AccruedCoupon TypeCallableDurationS&PRating,Moody'sRatingEnding Current UnitsEndingEffectiveMaturity,Final MaturityBookYield,YieldEnding AccruedBalanceOriginal CostEnding Book Value,Book Value + AccruedMarket Value,Ending Market Value +Accrued9128284P2UNITED STATES TREASURYUS GOV1.855%FixedN0.868AA+Aaa205,000.0005/15/202105/15/20212.7690.193687.28204,207.23204,747.51205,434.79209,356.25210,043.53912828Y20UNITED STATES TREASURYUS GOV4.032%FixedN1.021AA+Aaa440,000.0007/15/202107/15/20212.8960.1875,330.77436,803.13438,788.97444,119.74451,154.88456,485.65912828WY2UNITED STATES TREASURYUS GOV2.004%FixedN1.068AA+Aaa220,000.0007/31/202107/31/20212.5340.1952,067.03218,470.32219,337.82221,404.86224,898.52226,965.55912828D72UNITED STATES TREASURYUS GOV2.270%FixedN1.153AA+Aaa250,000.0008/31/202108/31/20212.5330.1821,671.20246,748.05248,480.67250,151.86255,302.75256,973.95912828F21UNITED STATES TREASURYUS GOV3.955%FixedN1.235AA+Aaa435,000.0009/30/202109/30/20212.6870.1862,323.57428,491.99432,019.97434,343.53445,535.27447,858.839128285R7UNITED STATES TREASURYUS GOV2.289%FixedN1.439AA+Aaa250,000.0012/15/202112/15/20212.5290.179286.89250,664.06250,339.28250,626.16258,906.25259,193.14912828V72UNITED STATES TREASURYUS GOV2.878%FixedN1.557AA+Aaa315,000.0001/31/202201/31/20222.0440.1842,466.35313,621.88314,175.96316,642.31323,428.77325,895.12912828SF8UNITED STATES TREASURYUS GOV2.885%FixedN1.596AA+Aaa315,000.0002/15/202202/15/20222.0260.1812,371.15314,778.52314,868.23317,239.39324,302.27326,673.42912828W55UNITED STATES TREASURYUS GOV0.914%FixedN1.640AA+Aaa100,000.0002/28/202202/28/20222.5280.181626.7098,101.5698,941.1099,567.80102,820.30103,447.00912828J76UNITED STATES TREASURYUS GOV1.640%FixedN1.724AA+Aaa180,000.0003/31/202203/31/20221.8810.177791.80179,374.22179,595.55180,387.35184,950.00185,741.80912828XG0UNITED STATES TREASURYUS GOV1.377%FixedN1.968AA+Aaa150,000.0006/30/202206/30/20222.5210.1688.66148,089.85148,850.61148,859.27155,859.30155,867.969128287C8UNITED STATES TREASURYUS GOV3.399%FixedN1.997AA+Aaa370,000.0007/15/202207/15/20221.6550.1722,988.46370,925.00370,702.22373,690.68381,894.76384,883.22912828L24UNITED STATES TREASURYUS GOV0.921%FixedN2.122AA+Aaa100,000.0008/31/202208/31/20221.5550.172626.70100,953.13100,679.44101,306.13103,683.60104,310.30912828L24UNITED STATES TREASURYUS GOV1.152%FixedN2.122AA+Aaa125,000.0008/31/202208/31/20221.6880.172783.37125,668.95125,494.47126,277.84129,604.50130,387.87912828L57UNITED STATES TREASURYUS GOV3.444%FixedN2.207AA+Aaa375,000.0009/30/202209/30/20221.7700.1731,649.59374,765.63374,839.43376,489.02388,286.25389,935.84912828N30UNITED STATES TREASURYUS GOV0.741%FixedN2.447AA+Aaa80,000.0012/31/202212/31/20221.5900.1724.6281,368.7581,043.3181,047.9383,896.8883,901.50Security Type GASB 40 Trade DateSan Jacinto, City of (66779)As of 06/30/2020Return to Table of ContentsDated: 07/08/2020133.A.4.aPacket Pg. 80Attachment: 2019-20 June Treasurers Report with signature (Treasurer’s Report at June 30, 2020) Summary * Grouped by: Security Type. * Groups Sorted by: Security Type. * Filtered By: Description ¹ "Payable" and Description ¹ "Receivable". * Weighted by: Ending Market Value + Accrued, except Book Yield by Base Book Value + Accrued.Identifier,Description,Security Type% of MarketValue +AccruedCoupon TypeCallableDurationS&PRating,Moody'sRatingEnding Current UnitsEndingEffectiveMaturity,Final MaturityBookYield,YieldEnding AccruedBalanceOriginal CostEnding Book Value,Book Value + AccruedMarket Value,Ending Market Value +Accrued912828T26UNITED STATES TREASURYUS GOV2.347%FixedN3.179AA+Aaa255,000.0009/30/202309/30/20230.3210.183881.35263,835.35263,675.67264,557.02264,851.41265,732.77912828T91UNITED STATES TREASURYUS GOV2.366%FixedN3.250AA+Aaa255,000.0010/31/202310/31/20230.3280.189698.13266,146.29265,950.80266,648.94267,162.22267,860.36912828V80UNITED STATES TREASURYUS GOV3.203%FixedN3.437AA+Aaa335,000.0001/31/202401/31/20241.7260.2023,147.53341,948.63341,068.52344,216.05359,496.88362,644.40912828W71UNITED STATES TREASURYUS GOV3.186%FixedN3.610AA+Aaa335,000.0003/31/202403/31/20241.7330.2131,789.41340,404.49339,750.29341,539.70358,921.01360,710.429128286Z8UNITED STATES TREASURYUS GOV3.279%FixedN3.881AA+Aaa350,000.0006/30/202406/30/20241.6770.22416.64351,121.09350,989.07351,005.71371,259.70371,276.34912828Y87UNITED STATES TREASURYUS GOV3.305%FixedN3.934AA+Aaa350,000.0007/31/202407/31/20241.6750.2282,557.69351,162.11351,029.11353,586.80371,642.60374,200.29912828YE4UNITED STATES TREASURYUS GOV2.772%FixedN4.056AA+Aaa300,000.0008/31/202408/31/20241.6730.2371,253.40294,257.81294,913.79296,167.18312,597.60313,851.00912828YE4UNITED STATES TREASURYUS GOV3.419%FixedN4.056AA+Aaa370,000.0008/31/202408/31/20240.8800.2371,545.86376,012.50375,587.03377,132.88385,537.04387,082.90912828YY0UNITED STATES TREASURYUS GOV1.508%FixedN4.348AA+Aaa160,000.0012/31/202412/31/20240.8880.2537.61166,500.00166,068.92166,076.53170,712.48170,720.09912828ZC7UNITED STATES TREASURYUS GOV2.028%FixedN4.542AA+Aaa220,000.0002/28/202502/28/20250.4490.261827.24226,943.75226,856.88227,684.12228,817.16229,644.40---UNITED STATES TREASURYUS GOV63.167%FixedN2.527AA+Aaa6,840,000.0002/03/202302/03/20231.8080.19837,409.006,871,364.286,878,794.606,916,203.607,114,878.647,152,287.64Identifier,Description,Security Type% of MarketValue +AccruedCoupon TypeCallableDurationS&PRating,Moody'sRatingEnding Current UnitsEndingEffectiveMaturity,Final MaturityBookYield,YieldEnding AccruedBalanceOriginal CostEnding Book Value,Book Value + AccruedMarket Value,Ending Market Value +Accrued---------100.000%------2.550AA+Aaa10,866,121.6503/10/202303/16/20231.5850.26950,202.4510,944,582.6010,947,184.0910,997,386.5411,272,606.2011,322,808.65Security Type GASB 40 Trade DateSan Jacinto, City of (66779)As of 06/30/2020Return to Table of ContentsDated: 07/08/2020143.A.4.aPacket Pg. 81Attachment: 2019-20 June Treasurers Report with signature (Treasurer’s Report at June 30, 2020) Identifier,Description,Security TypeInterest/DividendReceivedTransfers In/OutPurchasesPurchasedAccruedIncomeSalesDisposed AccruedMaturities andRedemptionsPaydownsNet RealizedGain/LossBeginning OriginalCost,Ending Original CostBeginning MarketValue,Ending Market Value31846V203FIRST AMER:GVT OBLG YMMFUND1.190.0016,037.790.00-208,420.750.000.000.000.00238,504.6146,121.65238,504.6146,121.65CCYUSDReceivableCASH0.000.000.000.000.000.000.000.000.001.190.441.190.44CCYUSDCashCASH0.00-104.170.000.000.000.000.000.000.000.000.000.000.00912828Y20UNITED STATES 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CMO686.130.000.000.000.000.000.000.000.00319,687.50319,687.50332,180.99332,326.78912828V72UNITED STATES TREASURYUS GOV0.000.000.000.000.000.000.000.000.00313,621.88313,621.88323,883.95323,428.77912828SF8UNITED STATES TREASURYUS GOV0.000.000.000.000.000.000.000.000.00314,778.52314,778.52324,806.90324,302.27912828L57UNITED STATES TREASURYUS GOV0.000.000.000.000.000.000.000.000.00374,765.63374,765.63388,725.75388,286.25912828J76UNITED STATES TREASURYUS GOV0.000.000.000.000.000.000.000.000.00179,374.22179,374.22185,182.02184,950.00912828L24UNITED STATES TREASURYUS GOV0.000.000.000.000.000.000.000.000.00100,953.13100,953.13103,843.80103,683.6030231GBB7EXXON MOBIL CORPCORP0.000.000.000.000.000.000.000.000.0075,000.0075,000.0077,345.0277,337.67912828N30UNITED STATES TREASURYUS GOV850.000.000.000.000.000.000.000.000.0081,368.7581,368.7583,996.8883,896.88912828L24UNITED STATES TREASURYUS GOV0.000.000.000.000.000.000.000.000.00125,668.95125,668.95129,804.75129,604.509128287C8UNITED STATES TREASURYUS GOV0.000.000.000.000.000.000.000.000.00370,925.00370,925.00382,328.40381,894.76Portfolio Activity SummarySan Jacinto, City of (66779)06/01/2020 - 06/30/2020Return to Table of ContentsDated: 07/08/2020153.A.4.aPacket Pg. 82Attachment: 2019-20 June Treasurers Report with signature (Treasurer’s Report at June 30, 2020) Identifier,Description,Security TypeInterest/DividendReceivedTransfers In/OutPurchasesPurchasedAccruedIncomeSalesDisposed AccruedMaturities andRedemptionsPaydownsNet RealizedGain/LossBeginning OriginalCost,Ending Original CostBeginning MarketValue,Ending Market Value912828Y87UNITED STATES TREASURYUS GOV0.000.000.000.000.000.000.000.000.00351,162.11351,162.11371,601.65371,642.60912828YE4UNITED STATES TREASURYUS GOV0.000.000.000.000.000.000.000.000.00294,257.81294,257.81312,527.40312,597.609128286Z8UNITED STATES TREASURYUS GOV3,062.500.000.000.000.000.000.000.000.00351,121.09351,121.09371,273.35371,259.70037833DE7APPLE INCCORP0.000.000.000.000.000.000.000.000.00304,260.00304,260.00315,383.35315,593.51912828W71UNITED STATES TREASURYUS GOV0.000.000.000.000.000.000.000.000.00340,404.49340,404.49359,104.26358,921.013137B4WB8FHMS K-033 A2FHLMC637.500.000.000.000.000.000.000.000.00258,544.92258,544.92266,719.28267,017.559128282D1UNITED STATES TREASURYUS GOV0.000.000.000.00-346,345.51-1,264.220.000.0014,810.32331,034.960.00347,680.420.00US3137BWWD24FHMS K-725 A2FHLMC700.470.000.000.000.000.000.000.000.00289,012.50289,012.50299,210.10300,639.02912828V80UNITED STATES TREASURYUS GOV0.000.000.000.000.000.000.000.000.00341,948.63341,948.63359,745.45359,496.883137EAEP0FEDERAL HOME LOAN MORTGAGECORPAGCY BOND0.000.000.000.000.000.000.000.000.00299,769.00299,769.00313,688.94314,342.673137EAEL9FEDERAL HOME LOAN MORTGAGECORPAGCY BOND0.000.000.000.00-532,796.25-3,913.800.000.008,590.69521,808.000.00533,113.180.003130AJ7E3FEDERAL HOME LOAN BANKSAGCY BOND0.000.000.000.000.000.000.000.000.00299,448.00299,448.00308,994.61308,825.75912828YE4UNITED STATES TREASURYUS GOV0.000.000.000.000.000.000.000.000.00376,012.50376,012.50385,450.46385,537.04912828YY0UNITED STATES TREASURYUS GOV1,400.000.000.000.000.000.000.000.000.00166,500.00166,500.00170,643.68170,712.483133ELWD2FEDERAL FARM CREDIT BANKSFUNDING CORPAGCY BOND0.000.000.000.000.000.000.000.000.00334,504.20334,504.20335,810.27335,900.473130AJHU6FEDERAL HOME LOAN BANKSAGCY BOND0.000.000.000.000.000.000.000.000.00223,884.00223,884.00225,147.98225,369.713137EAEQ8FEDERAL HOME LOAN MORTGAGECORPAGCY BOND0.000.000.000.000.000.000.000.000.00334,162.50334,162.50335,850.39335,914.02594918AT1MICROSOFT CORPCORP0.000.000.000.000.000.000.000.000.00246,484.45246,484.45247,463.52247,453.26931142EK5WALMART INCCORP3,825.000.000.000.000.000.000.000.000.00243,666.00243,666.00243,849.61245,107.559128284P2UNITED STATES TREASURYUS GOV0.000.000.000.000.000.000.000.000.00204,207.23204,207.23209,716.64209,356.25Portfolio Activity SummarySan Jacinto, City of (66779)06/01/2020 - 06/30/2020Return to Table of ContentsDated: 07/08/2020163.A.4.aPacket Pg. 83Attachment: 2019-20 June Treasurers Report with signature (Treasurer’s Report at June 30, 2020) * Weighted by: Ending Market Value + Accrued. * Holdings Displayed by: Lot.Identifier,Description,Security TypeInterest/DividendReceivedTransfers In/OutPurchasesPurchasedAccruedIncomeSalesDisposed AccruedMaturities andRedemptionsPaydownsNet RealizedGain/LossBeginning OriginalCost,Ending Original CostBeginning MarketValue,Ending Market Value3137EAER6FEDERAL HOME LOAN MORTGAGECORPAGCY BOND0.000.000.000.000.000.000.000.000.00334,859.30334,859.30335,537.36335,870.20912828T91UNITED STATES TREASURYUS GOV0.000.00266,146.29-450.410.000.000.000.000.000.00266,146.290.00267,162.223133ELG81FEDERAL FARM CREDIT BANKSFUNDING CORPAGCY BOND0.000.00333,907.90-2.790.000.000.000.000.000.00333,907.900.00335,093.12912828T26UNITED STATES TREASURYUS GOV0.000.00263,835.35-670.590.000.000.000.000.000.00263,835.350.00264,851.41912828ZC7UNITED STATES TREASURYUS GOV0.000.00226,943.75-679.280.000.000.000.000.000.00226,943.750.00228,817.16---------16,037.79-104.171,106,871.08-1,803.07-1,087,562.51-5,178.020.000.0023,401.0110,898,976.4210,944,583.0411,251,663.4511,272,606.64Portfolio Activity SummarySan Jacinto, City of (66779)06/01/2020 - 06/30/2020Return to Table of ContentsDated: 07/08/2020173.A.4.aPacket Pg. 84Attachment: 2019-20 June Treasurers Report with signature (Treasurer’s Report at June 30, 2020) Additional Disclosure:This information is for the sole purposes of the client and is not intended to provide specific advice or recommendations. Please review the contents of this information carefully. Should you have any questions regarding theinformation presented, calculation methodology, investment portfolio, security detail, or any other facet of this information, please feel free to contact us.Public Trust Advisors, LLC (Public Trust) statements and reports are intended to detail our investment advisory activity as well as the activity of certain client accounts managed by Public Trust. The custodian bank maintainsthe control of assets and executes and settles all investment transactions. The custodian statement is the official record of security and cash holdings transactions. Public Trust recognizes that clients may use these reports tofacilitate record keeping; therefore, it is recommended that the client reconcile this information with their custodian bank statement. Many custodians use a settlement date basis that may result in the need to reconcile due to atiming difference. The underlying market value, amortized cost, and accrued interest may differ between the custodian and this statement or report. This can be attributed to differences in calculation methodologies and pricingsources used.Public Trust does not have the authority to withdraw funds from or deposit funds to the custodian. Our clients retain responsibility for their internal accounting policies, implementing and enforcing internal controls, andgenerating ledger entries or otherwise recording transactions. The total market value represents prices obtained from various sources; it may be impacted by the frequency at which prices are reported, and such prices are notguaranteed. Prices received from pricing vendors are generally based on current market quotes but when such quotes are not available, the pricing vendors use a variety of techniques to estimate value. These estimates,particularly for fixed-income securities, may be based on certain minimum principal amounts (e.g. $1 million) and may not reflect all the factors that affect the value of the security including liquidity risk. The prices provided arenot firm bids or offers. Certain securities may reflect N/A or unavailable where the price for such security is generally not available from a pricing source. The market value of a security, including those priced at par value, maydiffer from its purchase price and may not closely reflect the value at which the security may be sold or purchased based on various market factors. The securities in this investment portfolio, including shares of mutual funds,are not guaranteed or otherwise protected by Public Trust, the FDIC (except for certain non-negotiable certificates of deposit), or any government agency unless specifically stated otherwise.Clients may be permitted to establish one or more unmanaged accounts for the purposes of client reporting. Clients may also be permitted to provide externally managed assets for the purposes of client reporting. Public Trustdefines unmanaged accounts or assets as one where the investment direction remains the sole responsibility of the client rather than the Investment Manager. Unmanaged accounts or external assets do not receive ongoingsupervision and monitoring services. The Investment Manager does not make any investment recommendations and may not charge a fee for reporting on these accounts or assets. The primary purpose for this service is toinclude unmanaged accounts or assets owned by the client in the performance reports provided by the Investment Manager. The Investment Manager assumes no liability for the underlying performance of any unmanagedaccounts or assets, and it is the client’s sole responsibility for the accuracy or correctness of any such performance.Beginning and ending balances are based on market value plus accrued interest on a trade date basis. Statements and reports made available to the end user either from Public Trust or through the online reporting platformmay present information and portfolio analytics using various optional methods including, but not limited to, historical cost, amortized cost, and market value. All information is assumed to be correct, but the accuracy has notbeen confirmed and therefore is not guaranteed to be correct. Information is obtained from third party sources that may or may not be verified. The data in this report is unaudited and is only applicable for the date denoted onthe report. Market values may change day-to-day based on numerous circumstances such as trading volume, news released about the underlying issuer, issuer performance, etc. Underlying market values may be priced vianumerous aspects as certain securities are short term in nature and not readily traded. Performance results are shown net of all fees and expenses and reflect the reinvestment of dividends and other earnings.Many factors affect performance including changes in market conditions and interest rates and in response to other economic, political, or financial developments. Investment involves risk including the possible loss ofprincipal. No assurance can be given that the performance objectives of a given strategy will be achieved. Past performance is no guarantee of future results. Any financial and/or investment decision may incur losses.The investment advisor providing these services is Public Trust Advisors, LLC, an investment adviser registered with the U.S. Securities and Exchange Commission (SEC) under the Investment Advisers Act of 1940, asamended. Registration with the SEC does not imply a certain level of skill or training. Public Trust is required to maintain a written disclosure brochure of our background and business experience. If you would like to receive acopy of our current disclosure brochure, Privacy Policy, or Code of Ethics, or have any questions regarding your account please contact us.Public Trust Advisors717 17th St. Suite 1850Denver, CO 802023.A.4.aPacket Pg. 85Attachment: 2019-20 June Treasurers Report with signature (Treasurer’s Report at June 30, 2020) August 4, 2020 TO: City Council REQUESTED BY: Sherry Morton, City Clerk APPROVED BY: Robert A. Johnson, City Manager SUBJECT: PSA for Dave's Hauling RECOMMENDATION: Staff recommends that the City Council approve a 9-month professional services agreement extension and contract amendment with Dave’s Hauling for right-of-way clean-ups. DISCUSSION: Since the fall of 2017, Dave’s Hauling has been providing excellent service to the City by clearing right-of-way areas of debris, weeds, and other trash, as well as performing a variety of street maintenance duties. The service provided by Dave’s Hauling has proven to be an asset to the City and a flexible, cost-effective method of augmenting City staff. The annual term of the current agreement is October 1st through September 30th. Section 3.1.2 Terms, of the existing Professional Services Agreement allows the City to extend the agreement for 1-year. Staff is recommending a 9-month extension from October 1, 2020 to June 30, 2021. This will allow staff to align the agreement renewal option with the City’s annual budget adoption process in June. The current scope of work for Dave’s Hauling Right-of-way work is for five hours per day, three days per week. This allows for the removal of trash, weeds and other debris from City curbs, gutters, and sidewalks along various roadways throughout the City including, but not limited to, State Street, Esplanade Avenue, San Jacinto Avenue, Ramona Expressway and Ramona Boulevard. Dave’s Hauling monthly rate is currentl y $6,000. The company is requesting a rate increase to $7,200 per month. The monthly rate includes the cost for a three-person crew, equipment, vehicles, fuel, insurance, and other overhead expenses. This would be the first rate increase since work started on October 2017, and is in response to increased insurance and benefit costs along with the increase in minimum wage. Section 3.3.1 Compensation and Exhibit “C” would be amended to reflect this change. FISCAL IMPACT: The cost of providing this service is being paid for through the General Fund budget. The annual cost of providing 15 hours of clean-up work per week, would be $86,400 annually. ATTACHMENTS: 2017 Professional Services Agreement Amended Section 3.3.1 Compensation 3.A.5 Packet Pg. 86 Amended Exhibit “C” 3.A.5 Packet Pg. 87 Recommended revised contract change 3.3.1 Compensation. Consultant shall receive compensation, including authorized reimbursements, for all Services rendered under this Agreement at the rates set forth in Exhibit “C” attached hereto and incorporated herein by reference. The total annual compensation shall not exceed Eighty-Six Thousand Four Hundred dollars without written approval of City Council or City Manager as applicable. Extra Work may be authorized, as described below, and if authorized, will be compensated at the rates and manner set forth in this Agreement. 3.A.5 Packet Pg. 88 Exhibit “C” COMPENSATION NOT TO EXCEED $7200.00 PER MONTH ($86,400 ANNUALLY) IN THE EVENT THAT THIS AGREEMENT IS RENEWED PURSUANT TO SECTION 3.1.2, RATES SET FORTH ABOVE MAY BE INCREASED OR REDUCED EACH YEAR AT THE TIME OF RENEWAL, BUT ANY INCREASE SHALL NOT EXCEED THE CONSUMER PRICE INDEX, ALL URBAN CONSUMERS, LOS ANGELES- RIVERSIDE-ORANGE COUNTIES. ATTACHMENTS: Dave's Hauling Streets 3.A.5 Packet Pg. 89 F , SAN JACINTO To: Dave's Hauling From: Robert A Johnson, City Manager Date: February 3, 2020 Re: Contract Extension for weed and trash removal services, streets This letter serves as the City of San Jacinto's formal renewal notice of the current Professional Services Agreement between City and Dave's Hauling, originally executed on October 3, 2017. The initial term of the Agreement is set to expire on September 30, 2019; however Section 3.1.2 allows City to unilaterally extend the Agreement. This letter serves to extend the current Agreement to September 30, 2020. This represents the first one-year extension authorized under this Section. We look forward to your continued agreement with the City of San Jacinto. Kind AV City 595 S. San Jacinto Ave. San Jacinto, CA 92583 Ph (951) 654-7337 Fax (951) 654-3728 www,sanjacintoca.gov 3.A.5.a Packet Pg. 90 Attachment: Dave's Hauling Streets (PSA for Dave's Hauling) CITY OF SAN JACINTO PROFESSIONAL SERVICES AGREEMENT 1. PARTIES AND DATE. This Agreement is made and entered into this 3 day of October, 2017, by and between the City of San Jacinto, a municipal corporation, organized under the laws of the State of California, with its principal place of business at 595 South San Jacinto Avenue, San Jacinto, California 92583 ("City") and DAVE'S HAULING, a SOLE PROPRIETORSHIP, with its principal place of business at Dave's Hauling; 977 Avenal Way Beaumont, CA 92223 ("Consultant"). City and Consultant are sometimes individually referred to herein as "Party" and collectively as Parties." 2. RECITALS. 2.1 Consultant. Consultant desires to perform and assume responsibility for the provision of certain professional weed and trash removal and disposal services required by the City on the terms and conditions set forth in this Agreement. Consultant represents that it is experienced in providing professional weed and trash removal and disposal services to public clients. City desires to engage Consultant to render such professional weed and trash removal and disposal services ("Project") as set forth in this Agreement. 3. TERMS. 3.1 Scope of Services and Term. 3.1.1 General Scope -of Services. Consultant promises and agrees to furnish to the City all labor, materials, tools, equipment, services, and incidental and customary work necessary to fully and adequately supply the professional weed and trash removal and disposal services necessary ("Services"). The Services are more particularly described in Exhibit "A" attached hereto and incorporated herein by reference. All Services shall be subject to, and performed in accordance with, this Agreement, the exhibits attached hereto and incorporated herein by reference, and all applicable local, state and federal laws, rules and regulations. 3.1.2 Term. The term of this Agreement shall be from October 3, 2017 to September 30, 2019 unless earlier terminated as provided herein. The City shall have the unilateral option, at its sole discretion, to renew this Agreement automatically for no more than three (3) additional one-year terms. Consultant shall complete the Services within the term of this Agreement, and shall meet any other established schedules and deadlines. 3.2 Responsibilities of Consultant. 3.2.1 Independent Contractor: Control and Payment of Subordinates. The Services shall be performed by Consultant or under its supervision. Consultant will determine the means, methods and details of performing the Services subject to the requirements of this Agreement. City retains Consultant on an independent contractor basis and not as an BB&K 2017) 99999.91660\29695046.1 "" 3.A.5.a Packet Pg. 91 Attachment: Dave's Hauling Streets (PSA for Dave's Hauling) employee. Consultant retains the right to perform similar or different services for others during the term of this Agreement. Any additional personnel performing the Services under this Agreement on behalf of Consultant shall also not be employees of City and shall at all times be under Consultant's exclusive direction and control. Neither City, nor any of its officials, officers, directors, employees or agents shall have control over the conduct of Consultant or any of Consultant's officers, employees, or agents, except as set forth in this Agreement. Consultant shall pay all wages, salaries, and other amounts due such personnel in connection with their performance of Services under this Agreement and as required by law. Consultant shall be responsible for all reports and obligations respecting such additional personnel, including, but not limited to: social security taxes, income tax withholding, unemployment insurance, disability insurance, and workers' compensation insurance. 3.2.2 Schedule of Services. Consultant shall perform the Services expeditiously, within the term of this Agreement, and in accordance with the Schedule of Services set forth in Exhibit "B" attached hereto and incorporated herein by reference. Consultant represents that it has the professional and technical personnel required to perform the Services in conformance with such conditions. In order to facilitate Consultant's conformance with the Schedule, City shall respond to Consultant's submittals in a timely manner. Upon request of City, Consultant shall provide a more detailed schedule of anticipated performance to meet the Schedule of Services. 3.2.3 Conformance to Applicable Reguirements. All work prepared by Consultant shall be subject to the approval of City. 3.2.4 Substitution of Key Personnel. Consultant has represented to City that certain key personnel will perform and coordinate the Services under this Agreement. Should one or more of such personnel become unavailable, Consultant may substitute other personnel of at least equal competence upon written approval of City. In the event that City and Consultant cannot agree as to the substitution of key personnel, City shall be entitled to terminate this Agreement for cause. As discussed below, any personnel who fail or refuse to perform the Services in a manner acceptable to the City, or who are determined by the City to be uncooperative, incompetent, a threat to the adequate or timely completion of the Project or a threat to the safety of persons or property, shall be promptly removed from the Project by the Consultant at the request of the City. The key personnel for performance of this Agreement are as follows: David Hynes, Owner. 3.2.5 City's _Representative. The City hereby designates Robert Johnson, City Manager or his/her designee, to act as its representative in all matters pertaining to the administration and performance of this Agreement ("City's Representative"). City's Representative shall have the power to act on behalf of the City for review and approval of all products submitted by Consultant but not the authority to enlarge the Scope of Work or change the total compensation due to Consultant under this Agreement. The City Manager shall be authorized to act on City's behalf and to execute all necessary documents which enlarge the Scope of Work or change the Consultant's total compensation subject to the provisions contained in Section 3.3 of this Agreement. Consultant shall not accept direction or orders from any person other than the City Manager, City's Representative or his/her designee. 3.2.6 Consultant's Representative. Consultant hereby designates David Hynes, Owner or his/her designee, to act as its representative for the performance of this Agreement ("Consultant's Representative"). Consultant's Representative shall have full BBBK 2017) 99999.91660\29695046.1 -2- 3.A.5.a Packet Pg. 92 Attachment: Dave's Hauling Streets (PSA for Dave's Hauling) authority to represent and act on behalf of the Consultant for all purposes under this Agreement. The Consultant's Representative shall supervise and direct the Services, using his/her best skill and attention, and shall be responsible for all means, methods, techniques, sequences, and procedures and for the satisfactory coordination of all portions of the Services under this Agreement. 3.2.7 Coordination of Services. Consultant agrees to work closely with City staff in the performance of Services and shall be available to City's staff, consultants and other staff at all reasonable times. 3.2.8 Standard of Care; Performance of Emalovees. Consultant shall perform all Services under this Agreement in a skillful and competent manner, consistent with the standards generally recognized as being employed by professionals in the same discipline in the State of California. Consultant represents and maintains that it is skilled in the professional calling necessary to perform the Services. Consultant warrants that all employees and subconsultants shall have sufficient skill and experience to perform the Services assigned to them. Finally, Consultant represents that it, its employees and subconsultants have all licenses, permits, qualifications and approvals of whatever nature that are legally required to perform the Services, and that such licenses and approvals shall be maintained throughout the term of this Agreement. As provided for in the indemnification provisions of this Agreement, Consultant shall perform, at its own cost and expense and without reimbursement from the City, any services necessary to correct errors or omissions which are caused by the Consultant's failure to comply with the standard of care provided for herein. Any employee of the Consultant or its sub -consultants who is determined by the City to be uncooperative, incompetent, a threat to the adequate or timely completion of the Project, a threat to the safety of persons or property, or any employee who fails or refuses to perform the Services in a manner acceptable to the City, shall be promptly removed from the Project by the Consultant and shall not be re-employed to perform any of the Services or to work on the Project. 3.2.9 Laws and Regulations. Consultant shall keep itself fully informed of and in compliance with all local, state and federal laws, rules and regulations in any manner affecting the performance of the Project or the Services, including all Cal/OSHA requirements, and shall give all notices required by law. Consultant shall be liable for all violations of such laws and regulations in connection with Services. If Consultant performs any work knowing it to be contrary to such laws, rules and regulations, Consultant shall be solely responsible for all costs arising therefrom. Consultant shall defend, indemnify and hold City, its officials, directors, officers, employees, agents, and volunteers free and harmless, pursuant to the indemnification provisions of this Agreement, from any claim or liability arising out of any failure or alleged failure to comply with such laws, rules or regulations. 3.2.10 Equal Opportunity Employment. Consultant represents that it is an equal opportunity employer and it shall not discriminate against any subconsultant, employee or applicant for employment because of race, religion, color, national origin, handicap, ancestry, sex or age. Such non-discrimination shall include, but not be limited to, all activities related to initial employment, upgrading, demotion, transfer, recruitment or recruitment advertising, layoff or termination. Consultant shall also comply with all relevant provisions of City's Minority Business Enterprise program, Affirmative Action Plan or other related programs or guidelines currently in effect or hereinafter enacted. 3.2.11 Air Quality. To the extent applicable, Consultant must fully comply with BB&K 2017) 99999.91660129695046.1 -3- 3.A.5.a Packet Pg. 93 Attachment: Dave's Hauling Streets (PSA for Dave's Hauling) all applicable laws, rules and regulations in furnishing or using equipment and/or providing services, including, but not limited to, emissions limits and permitting requirements imposed by the South Coast Air Quality Management District (SCAQMD) and/or California Air Resources Board (CARB). Although the SCAQMD and CARB limits and requirements are more broad, Consultant shall specifically be aware of their application to "portable equipment", which definition is considered by SCAQMD and CARB to include any item of equipment with a fuel - powered engine. Consultant shall indemnify City against any fines or penalties imposed by SCAQMD, CARB, or any other governmental or regulatory agency for violations of applicable laws, rules and/or regulations by Consultant, its sub -consultants, or others for whom Consultant is responsible under its indemnity obligations provided for in this Agreement. 3.2.12 Safety. Consultant shall execute and maintain its work so as to avoid injury or damage to any person or property. In carrying out its Services, the Consultant shall at all times be in compliance with all applicable local, state and federal laws, rules and regulations, and shall exercise all necessary precautions for the safety of employees appropriate to the nature of the work and the conditions under which the work is to be performed. Safety precautions, where applicable, shall include, but shall not be limited to: (A) adequate life protection and lifesaving equipment and procedures; (B) instructions in accident prevention for all employees and subconsultants, such as safe walkways, scaffolds, fall protection ladders, bridges, gang planks, confined space procedures, trenching and shoring, equipment and other safety devices, equipment and wearing apparel as are necessary or lawfully required to prevent accidents or injuries; and (C) adequate facilities for the proper inspection and maintenance of all safety measures. 3.2.13 Insurance. 3.2.13.1 Time for Compliance. Consultant shall not commence Services under this Agreement until it has provided evidence satisfactory to the City that it has secured all insurance required under this section. In addition, Consultant shall not allow any subconsultant to commence work on any subcontract until it has provided evidence satisfactory to the City that the subconsultant has secured all insurance required under this section. Failure to provide and maintain all required insurance shall be grounds for the City to terminate this Agreement for cause. 3.2.13.2 Minimum Requirements. Consultant shall, at its expense, procure and maintain for the duration of the Agreement insurance against claims for injuries to persons or damages to property which may arise from or in connection with the performance of the Agreement by the Consultant, its agents, representatives, employees or subconsultants. Consultant shall also require all of its subconsultants to procure and maintain the same insurance for the duration of the Agreement. Such insurance shall meet at least the following minimum levels of coverage: A) Minimum Scope of Insurance. Coverage shall be at least as broad as the latest version of the following: (1) General Liability. Insurance Services Office Commercial General Liability coverage (occurrence form CG 0001); (2) Automobile Liability: Insurance Services Office Business Auto Coverage form number CA 0001, code 1 (any auto); and (3) Workers' Compensation and Employer's Liability: Workers' Compensation insurance as required by the State of California and Employer's Liability Insurance. BB&K 2017) 99999.91660129695046.1 3.A.5.a Packet Pg. 94 Attachment: Dave's Hauling Streets (PSA for Dave's Hauling) B) Minimum Limits of Insurance. Consultant shall maintain limits no less than: (1) General Liability. $1,000,000 per occurrence for bodily injury, personal injury and property damage. If Commercial General Liability Insurance or other form with general aggregate limit is used, including, but not limited to, form CG 2503, either the general aggregate limit shall apply separately to this Agreementllocation or the general aggregate limit shall be twice the required occurrence limit; (2) Automobile Liability. $1,000,000 per accident for bodily injury and property damage; and (3) Workers' Compensation and Employer's Liability. Workers' Compensation limits as required by the tabor Code of the State of California. Employer's Liability limits of $1,000,000 per accident for bodily injury or disease. 3.2.13.3 Professional Liabilitv. SECTION DELETED 3.2.13.4 Pollution Liability. SECTION DELETED 3.2.13.5 Insurance Endorsements. The insurance policies shall contain the following provisions, or Consultant shall provide endorsements on forms supplied or approved by the City to add the following provisions to the insurance policies: A) General Liabilitv. The general liability policy shall be endorsed to state that: (1) the City, its directors, officials, officers, employees, agents and volunteers shall be covered as additional insured with respect to the Work or operations performed by or on behalf of the Consultant, including materials, parts or equipment furnished in connection with such work; and (2) the insurance coverage shall be primary insurance as respects the City, its directors, officials, officers, employees, agents and volunteers, or if excess, shall stand in an unbroken chain of coverage excess of the Consultant's scheduled underlying coverage. Any insurance or self-insurance maintained by the City, its directors, officials, officers, employees, agents and volunteers shall be excess of the Consultant's insurance and shall not be called upon to contribute with it in any way. B) Automobile Liabilitv. The automobile liability policy shall be endorsed to state that: (1) the City, its directors, officials, officers, employees, agents and volunteers shall be covered as additional insureds with respect to the ownership, operation, maintenance, use, loading or unloading of any auto owned, leased, hired or borrowed by the Consultant or for which the Consultant is responsible; and (2) the insurance coverage shall be primary insurance as respects the City, its directors, officials, officers, employees, agents and volunteers, or if excess, shall stand in an unbroken chain of coverage excess of the Consultant's scheduled underlying coverage. Any insurance or self-insurance maintained by the City, its directors, officials, officers, employees, agents and volunteers shall be excess of the Consultant's insurance and shall not be called upon to contribute with it in any way. C) Workers' Compensation and Employers „Liability Coverage. The insurer shall agree to waive all rights of subrogation against the City, its directors, officials, officers, employees, agents and volunteers for losses paid under the terms of the insurance policy which arise from work performed by the Consultant. D) All Coverages. Each insurance policy required by this Agreement shall be endorsed to state that: (A) coverage shall not be suspended, voided, reduced or canceled except after thirty (30) days prior written notice by certified mail, return receipt requested, has been given to the City; and (B) any failure to comply with reporting or BB&K 2017) 99999.91660129695046.1 -5- 3.A.5.a Packet Pg. 95 Attachment: Dave's Hauling Streets (PSA for Dave's Hauling) other provisions of the policies, including breaches of warranties, shall not affect coverage provided to the City, its directors, officials, officers, employees, agents and volunteers. 3.2.13.6 Separation of Insureds: No Special Limitations. All insurance required by this Section shall contain standard separation of insureds provisions. In addition, such insurance shall not contain any special limitations on the scope of protection afforded to the City, its directors, officials, officers, employees, agents and volunteers. 3.2.13.7 Deductibles and Self -Insurance Retentions. Any deductibles or self -insured retentions must be declared to and approved by the City. Consultant shall guarantee that, at the option of the City, either: (1) the insurer shall reduce or eliminate such deductibles or self -insured retentions as respects the City, its directors, officials, officers, employees, agents and volunteers; or (2) the Consultant shall procure a bond guaranteeing payment of losses and related investigation costs, claims and administrative and defense expenses. 3.2.13.8 Acceptability of Insurers. Insurance is to be placed with insurers with a current A.M. Best's rating no less than A:VIII, licensed to do business in California, and satisfactory to the City. 3.2.13.9 Verification of Coverage. Consultant shall furnish City with original certificates of insurance and endorsements effecting coverage required by this Agreement on forms satisfactory to the City. The certificates and endorsements for each insurance policy shall be signed by a person authorized by that insurer to bind coverage on its behalf, and shall be on forms provided by the City if requested. All certificates and endorsements must be received and approved by the City before work commences. The City reserves the right to require complete, certified copies of all required insurance policies, at any time. 3.2.13.10 Reporting of Claims. Consultant shall report to the City, in addition to Consultant's insurer, any and all insurance claims submitted by Consultant in connection with the Services under this Agreement. 3.2.14 Water Quality Management and Compliance. 3.2.14.1 Storm Water Management. Storm, surface, nuisance, or other waters may be encountered at various times during the Services. Consultant hereby acknowledges that it has investigated the risk arising from such waters, and assumes any and all risks and liabilities arising therefrom. 3.2.14.2 Compliance with Water Quality Laws Ordinances and Regulations. Consultant shall keep itself and all subcontractors, staff, and employees fully informed of and in compliance with all local, state and federal laws, rules and regulations that may impact, or be implicated by the performance of the Services including, without limitation, all applicable provisions of the City's ordinances regulating water quality and storm water; the Federal Water Pollution Control Act (33 U.S.C. § 1251, et seq.); the California Porter -Cologne Water Quality Control Act (Water Code § 13000 et seq.); and any and all regulations, policies, or permits issued pursuant to any such authority. Consultant must additionally comply with the lawful requirements of the City, and any other municipality, drainage district, or other local BB&K 2017) 99999.91660\29695046.1 -6- 3.A.5.a Packet Pg. 96 Attachment: Dave's Hauling Streets (PSA for Dave's Hauling) agency with jurisdiction over the location where the Services are to be conducted, regulating water quality and storm water discharges. 3.2.14.3 Standard of Care. Consultant warrants that all employees and subcontractors shall have sufficient skill and experience to perform the work assigned to them without impacting water quality in violation of the laws, regulations and policies described in Section 3.2.12.2 of this Agreement. Consultant further warrants that it, its employees and subcontractors have or will receive adequate training, as determined by the City, regarding these requirements as they may relate to the Services. 3.2.14.4 Liability for Non-compliance. A) Indemnity: Failure to comply with laws, regulations, and ordinances listed in Section 3.2.14.2 of this Agreement is a violation of federal and state law. Notwithstanding any other indemnity contained in this Agreement, Consultant agrees to indemnify and hold harmless the City, its officials, officers, agents, employees and authorized volunteers from and against any and all claims, demands, losses or liabilities of any kind or nature which the City, its officials, officers, agents, employees and authorized volunteers may sustain or incur for noncompliance with the laws, regulations, and ordinances listed above, arising out of or in connection with the Services, except for liability resulting from the sole established negligence, willful misconduct or active negligence of the City, its officials, officers, agents, employees or authorized volunteers. B) Defense: City reserves the right to defend any enforcement action or civil action brought against the City for Consultant's failure to comply with any applicable water quality law, regulation, or policy. Consultant hereby agrees to be bound by, and to reimburse the City for the costs associated with, any settlement reached between the City and the relevant enforcement entity. C) Damages: City may seek damages from Consultant for delay in completing the Services caused by Consultant's failure to comply with the laws, regulations and policies described in Section 3.2.12.2 of this Agreement, or any other relevant water quality law, regulation, or policy. 3.3 Fees and Payments. 3.3.1 Compensation. Consultant shall receive compensation, including authorized reimbursements, for all Services rendered under this Agreement at the rates set forth in Exhibit "C" attached hereto and incorporated herein by reference. The total compensation shall not exceed Six Thousand ($6,000) per month without written approval of the City Council or City Manager as applicable. Extra Work may be authorized, as described below, and if authorized, will be compensated at the rates and manner set forth in this Agreement. 3.3.2 Payment of Compensation. Consultant shall submit to City a monthly invoice which indicates work completed and hours of Services rendered by Consultant. The invoice shall describe the amount of Services provided since the initial commencement date, or since the start of the subsequent billing periods, as appropriate, through the date of the invoice. City shall, within 30 days of receiving such invoice, review the invoice and pay all non -disputed and approved charges thereon. If the City disputes any of Consultant's fees, the City shall give written notice to Consultant within thirty (30) days of receipt of an invoice of any disputed fees BB&K 2017) 99999.91660\29695046.1 .7- 3.A.5.a Packet Pg. 97 Attachment: Dave's Hauling Streets (PSA for Dave's Hauling) set forth therein. 3.3.3 Reimbursement for Expenses. Consultant shall not be reimbursed for any expenses unless authorized in writing by City, or included in Exhibit "C" of this Agreement. 3.3.4 Extra Work. At any time during the term of this Agreement, City may request that Consultant perform Extra Work. As used herein, "Extra Work" means any work which is determined by City to be necessary for the proper completion of the Project, but which the Parties did not reasonably anticipate would be necessary at the execution of this Agreement. Consultant shall not perform, nor be compensated for, Extra Work without written authorization from the City. 3.3.5 Rate Increases. In the event that this Agreement is renewed pursuant to Section 3.1.2, the rate set forth in Exhibit "C" may be adjusted each year at the time of renewal as set forth in Exhibit "C." 3.4 Labor Code Requirements. 3.4.1 Prevailing Wages. Consultant is aware of the requirements of California Labor Code Section 1720, et seq., and 1770, et seq., as well as California Code of Regulations, Title 8, Section 16000, et seq., ("Prevailing Wage Laws"), which require the payment of prevailing wage rates and the performance of other requirements on "public works" and maintenance" projects. Since the Services are being performed as part of an applicable "public works" or "maintenance" project, as defined by the Prevailing Wage Laws, and since the total compensation is $1,000 or more, Consultant agrees to fully comply with such Prevailing Wage Laws. City shall provide Consultant with a copy of the prevailing rates of per diem wages in effect at the commencement of this Agreement. Consultant shall make copies of the prevailing rates of per diem wages for each craft, classification or type of worker needed to execute the Services available to interested parties upon request, and shall post copies at the Consultant's principal place of business and at the project site. It is the intent of the parties to effectuate the requirements of sections 1771, 1774, 1775, 1776, 1777.5, 1813, and 1815 of the Labor Code within this Agreement, and Consultant shall therefore comply with such Labor Code sections to the fullest extent required by law. Consultant shall defend, indemnify and hold the City, its officials, officers, employees, agents, and volunteers free and harmless from any claim or liability arising out of any failure or alleged failure to comply with the Prevailing Wage Laws. 3.4.2 Registration. If the Services are being performed as part of an applicable public works" or "maintenance" project, in addition to the foregoing, then pursuant to Labor Code sections 1725.5 and 1771.1, the Consultant and all subconsultants must be registered with the Department of Industrial Relations ("DIR"). Consultant shall maintain registration for the duration of the project and require the same of any subconsultants. This project may also be subject to compliance monitoring and enforcement by the DIR. It shall be Contractor's sole responsibility to comply with all applicable registration and labor compliance requirements, including the submission of payroll records directly to the DIR. 3.4.3 Labor Certification. By its signature hereunder, Consultant certifies that it is aware of the provisions of Section 3700 of the California Labor Code which require every employer to be insured against liability for Worker's Compensation or to undertake self- insurance in accordance with the provisions of that Code, and agrees to comply with such provisions before commencing the performance of the Services. BBBK 2017) 99999.91660129695046.1 -8- 3.A.5.a Packet Pg. 98 Attachment: Dave's Hauling Streets (PSA for Dave's Hauling) 3.5 Accounting Records. 3.5.1 Maintenance and Inspection. Consultant shall maintain complete and accurate records with respect to all costs and expenses incurred under this Agreement. All such records shall be clearly identifiable. Consultant shall allow a representative of City during normal business hours to examine, audit, and make transcripts or copies of such records and any other documents created pursuant to this Agreement. Consultant shall allow inspection of all work, data, documents, proceedings, and activities related to the Agreement for a period of three (3) years from the date of final payment under this Agreement. 3.6 General Provisions. 3.6.1 Termination of Agreement. 3.6.1.1 Grounds for Termination. City may, by written notice to Consultant, terminate the whole or any part of this Agreement at any time and without cause by giving written notice to Consultant of such termination, and specifying the effective date thereof, at least seven (7) days before the effective date of such termination. Upon termination, Consultant shall be compensated only for those services which have been adequately rendered to City, and Consultant shall be entitled to no further compensation. Consultant may not terminate this Agreement except for cause. 3.6.1.2 Effect of Termination. If this Agreement is terminated as provided herein, City may require Consultant to provide all finished or unfinished Documents and Data and other information of any kind prepared by Consultant in connection with the performance of Services under this Agreement. Consultant shall be required to provide such document and other information within fifteen (15) days of the request. 3.6.1.3 Additional Services. In the event this Agreement is terminated in whole or in part as provided herein, City may procure, upon such terms and in such manner as it may determine appropriate, services similar to those terminated. 3.6.2 Delivery of _ Notices. All notices permitted or required under this Agreement shall be given to the respective parties at the following address, or at such other address as the respective parties may provide in writing for this purpose: Consultant: Dave's Hauling 1665 Hibiscus Court Beaumont, CA 92223 ATTN: David Hynes, Owner City: City of San Jacinto 595 S. San Jacinto Avenue San Jacinto, CA 92583 ATTN: Robert Johnson, City Manager Such notice shall be deemed made when personally delivered or when mailed, forty-eight (48) hours after deposit in the U.S. Mail, first class postage prepaid and addressed to the party at its applicable address. Actual notice shall be deemed adequate notice on the date actual notice occurred, regardless of the method of service. BB&K 2017) 99999.91660\29695046.1 -9- 3.A.5.a Packet Pg. 99 Attachment: Dave's Hauling Streets (PSA for Dave's Hauling) 3.6.3 Ownership of Materials and Confidentiality. 3.6.3.1 Documents & Data; Licensing of Intellectual Property. This Agreement creates a non-exclusive and perpetual license for City to copy, use, modify, reuse, or sublicense any and all copyrights, designs, and other intellectual property embodied in plans, specifications, studies, drawings, estimates, and other documents or works of authorship fixed in any tangible medium of expression, including but not limited to, physical drawings or data magnetically or otherwise recorded on computer diskettes, which are prepared or caused to be prepared by Consultant under this Agreement ("Documents & Data"). All Documents & Data shall be and remain the property of City, and shall not be used in whole or in substantial part by Consultant on other projects without the City's express written permission. Within thirty (30) days following the completion, suspension, abandonment or termination of this Agreement, Consultant shall provide to City reproducible copies of all Documents & Data, in a form and amount required by City. City reserves the right to select the method of document reproduction and to establish where the reproduction will be accomplished. The reproduction expense shall be borne by City at the actual cost of duplication. In the event of a dispute regarding the amount of compensation to which the Consultant is entitled under the termination provisions of this Agreement, Consultant shall provide all Documents & Data to City upon payment of the undisputed amount. Consultant shall have no right to retain or fail to provide to City any such documents pending resolution of the dispute. In addition, Consultant shall retain copies of all Documents & Data on file for a minimum of fifteen (15) years following completion of the Project, and shall make copies available to City upon the payment of actual reasonable duplication costs. Before destroying the Documents & Data following this retention period, Consultant shall make a reasonable effort to notify City and provide City with the opportunity to obtain the documents. 3.6.3.2 Subconsultants. Consultant shall require all subconsultants to agree in writing that City is granted a non-exclusive and perpetual license for any Documents & Data the subconsultant prepares under this Agreement. Consultant represents and warrants that Consultant has the legal right to license any and all Documents & Data. Consultant makes no such representation and warranty in regard to Documents & Data which were prepared by design professionals other than Consultant or its subconsultants, or those provided to Consultant by the City. 3.6.3.3 Right to Use. City shall not be limited in any way in its use or reuse of the Documents and Data or any part of them at any time for purposes of this Project or another project, provided that any such use not within the purposes intended by this Agreement or on a project other than this Project without employing the services of Consultant shall be at City's sole risk. If City uses or reuses the Documents & Data on any project other than this Project, it shall remove the Consultant's seal from the Documents & Data and indemnify and hold harmless Consultant and its officers, directors, agents and employees from claims arising out of the negligent use or re -use of the Documents & Data on such other project. Consultant shall be responsible and liable for its Documents & Data, pursuant to the terms of this Agreement, only with respect to the condition of the Documents & Data at the time they are provided to the City upon completion, suspension, abandonment or termination. Consultant shall not be responsible or liable for any revisions to the Documents & Data made by any party other than Consultant, a party for whom the Consultant is legally responsible or liable, or anyone approved by the Consultant. BB&K 2017) 99999.91660\29695046.1 -10 3.A.5.a Packet Pg. 100 Attachment: Dave's Hauling Streets (PSA for Dave's Hauling) 3.6.3.4 Indemnification. Consultant shall defend, indemnify and hold the City, its directors, officials, officers, employees, volunteers and agents free and harmless, pursuant to the indemnification provisions of this Agreement, for any alleged infringement of any patent, copyright, trade secret, trade name, trademark, or any other proprietary right of any person or entity in consequence of the use on the Project by City of the Documents & Data, including any method, process, product, or concept specified or depicted. 3.6.3.5 Confidentiality. All ideas, memoranda, specifications, plans, procedures, drawings, descriptions, computer program data, input record data, written information, and other Documents & Data either created by or provided to Consultant in connection with the performance of this Agreement shall be held confidential by Consultant. Such materials shall not, without the prior written consent of City, be used by Consultant for any purposes other than the performance of the Services. Nor shall such materials be disclosed to any person or entity not connected with the performance of the Services or the Project. Nothing furnished to Consultant which is otherwise known to Consultant or is generally known, or has become known, to the related industry shall be deemed confidential. Consultant shall not use City's name or insignia, photographs of the Project, or any publicity pertaining to the Services or the Project in any magazine, trade paper, newspaper, television or radio production or other similar medium without the prior written consent of City. 3.6.3.6 Confidential Information. The City shall refrain from releasing Consultant's proprietary information ("Proprietary Information") unless the City's legal counsel determines that the release of the Proprietary Information is required by the California Public Records Act or other applicable state or federal law, or order of a court of competent jurisdiction, in which case the City shall notify Consultant of its intention to release Proprietary Information. Consultant shall have five (5) working days after receipt of the Release Notice to give City written notice of Consultant's objection to the City's release of Proprietary Information. Consultant shall indemnify, defend and hold harmless the City, and its officers, directors, employees, and agents from and against all liability, loss, cost or expense (including attorney's fees) arising out of a legal action brought to compel the release of Proprietary Information. City shall not release the Proprietary Information after receipt of the Objection Notice unless either: 1) Consultant fails to fully indemnify, defend (with City's choice of legal counsel), and hold City harmless from any legal action brought to compel such release; and/or (2) a final and non - appealable order by a court of competent jurisdiction requires that City release such information. 3.6.4 Cooperation; Further Acts. The Parties shall fully cooperate with one another, and shall take any additional acts or sign any additional documents as may be necessary, appropriate or convenient to attain the purposes of this Agreement. 3.6.5 Attorney's Fees. If either party commences an action against the other party, either legal, administrative or otherwise, arising out of or in connection with this Agreement, the prevailing party in such litigation shall be entitled to have and recover from the losing party reasonable attorney's fees and all other costs of such action. 3.6.6 Indemnification. 3.6.6.1 Scope of Indemnity. To the fullest extent permitted by law, Consultant shall defend, indemnify and hold the City, its directors, officials, officers, employees, volunteers and agents free and harmless from any and all claims, demands, causes of action, costs, expenses, liability, loss, damage or injury of any kind, in law or equity, to property or BB&K 2017) 99999.91660129695046.1 -11- 3.A.5.a Packet Pg. 101 Attachment: Dave's Hauling Streets (PSA for Dave's Hauling) persons, including wrongful death, in any manner arising out of, pertaining to, or incident to any alleged acts, errors or omissions, or willful misconduct of Consultant, its officials, officers, employees, subcontractors, consultants or agents in connection with the performance of the Consultant's Services, the Project or this Agreement, including without limitation the payment of all consequential damages, expert witness fees and attorney's fees and other related costs and expenses. Notwithstanding the foregoing, to the extent Consultant's Services are subject to Civil Code Section 2782.8, the above indemnity shall be limited, to the extent required by Civil Code Section 2782.8, to claims that arise out of, pertain to, or relate to the negligence, recklessness, or willful misconduct of the Consultant. 3.6.6.2 Additional Indemnity Obligations. To the fullest extent permitted by law, Consultant shall defend, with counsel of City's choosing and at Consultant's own cost, expense and risk, any and all claims, suits, actions or other proceedings of every kind covered by Section 3.6.6.1 that may be brought or instituted against City or its directors, officials, officers, employees, volunteers and agents. Consultant shall pay and satisfy any judgment, award or decree that may be rendered against City or its directors, officials, officers, employees, volunteers and agents as part of any such claim, suit, action or other proceeding. Consultant shall also reimburse City for the cost of any settlement paid by City or its directors, officials, officers, employees, agents or volunteers as part of any such claim, suit, action or other proceeding. Such reimbursement shall include payment for City's attorney's fees and costs, including expert witness fees. Consultant shall reimburse City and its directors, officials, officers, employees, agents, and/or volunteers, for any and all legal expenses and costs incurred by each of them in connection therewith or in enforcing the indemnity herein provided. Consultant's obligation to indemnify shall not be restricted to insurance proceeds, if any, received by the City, its directors, officials officers, employees, agents, or volunteers. 3.6.7 Entire Agreement. This Agreement contains the entire Agreement of the parties with respect to the subject matter hereof, and supersedes all prior negotiations, understandings or agreements. This Agreement may only be modified by a writing signed by both parties. 3.6.8 Governing Law. This Agreement shall be governed by the laws of the State of California. Venue shall be in Riverside County. In addition to any and all contract requirements pertaining to notices of and requests for compensation or payment for extra work, disputed work, claims and/or changed conditions, Consultant must comply with the claim procedures set forth in Government Code sections 900 et seq. prior to filing any lawsuit against the City. Such Government Code claims and any subsequent lawsuit based upon the Government Code claims shall be limited to those matters that remain unresolved after all procedures pertaining to extra work, disputed work, claims, and/or changed conditions have been followed by Consultant. If no such Government Code claim is submitted, or if any prerequisite contractual requirements are not otherwise satisfied as specified herein, Consultant shall be barred from bringing and maintaining a valid lawsuit against the City. 3.6.9 Time of Essence. Time is of the essence for each and every provision of this Agreement. 3.6.10 City's Right to Employ Other Consultants. City reserves right to employ other consultants in connection with this Project. BBBK 2017) 99999.91660\29695046.1 3.A.5.a Packet Pg. 102 Attachment: Dave's Hauling Streets (PSA for Dave's Hauling) 3.6.11 Successors and Assigns. This Agreement shall be binding on the successors and assigns of the parties. 3.6.12 Assignment or Transfer. Consultant shall not assign, hypothecate, or transfer, either directly or by operation of law, this Agreement or any interest herein without the prior written consent of the City. Any attempt to do so shall be null and void, and any assignees, hypothecates or transferees shall acquire no right or interest by reason of such attempted assignment, hypothecation or transfer. 3.6.13 Construction References: Captions. Since the Parties or their agents have participated fully in the preparation of this Agreement, the language of this Agreement shall be construed simply, according to its fair meaning, and not strictly for or against any Party. Any term referencing time, days or period for performance shall be deemed calendar days and not work days. All references to Consultant include all personnel, employees, agents, and subconsultants of Consultant, except as otherwise specified in this Agreement. All references to City include its elected officials, officers, employees, agents, and volunteers except as otherwise specified in this Agreement. The captions of the various articles and paragraphs are for convenience and ease of reference only, and do not define, limit, augment, or describe the scope, content, or intent of this Agreement. 3.6.14 Amendment; Modification. No supplement, modification, or amendment of this Agreement shall be binding unless executed in writing and signed by both Parties. 3.6.15 Waiver. No waiver of any default shall constitute a waiver of any other default or breach, whether of the same or other covenant or condition. No waiver, benefit, privilege, or service voluntarily given or performed by a Party shall give the other Party any contractual rights by custom, estoppel, or otherwise. 3.6.16 No Third -Party Beneficiaries. There are no intended third party beneficiaries of any right or obligation assumed by the Parties. 3.6.17 Invalidity: Severability. If any portion of this Agreement is declared invalid, illegal, or otherwise unenforceable by a court of competent jurisdiction, the remaining provisions shall continue in full force and effect. 3.6.18 Prohibited Interests. Consultant maintains and warrants that it has not employed nor retained any company or person, other than a bona fide employee working solely for Consultant, to solicit or secure this Agreement. Further, Consultant warrants that it has not paid nor has it agreed to pay any company or person, other than a bona fide employee working solely for Consultant, any fee, commission, percentage, brokerage fee, gift or other consideration contingent upon or resulting from the award or making of this Agreement. For breach or violation of this warranty, City shall have the right to rescind this Agreement without liability. For the term of this Agreement, no member, officer or employee of City, during the term of his or her service with City, shall have any direct interest in this Agreement, or obtain any present or anticipated material benefit arising therefrom. 3.6.19 Authority to Enter Agreement. Consultant has all requisite power and authority to conduct its business and to execute, deliver, and perform the Agreement. Each Party warrants that the individuals who have signed this Agreement have the legal power, right, and authority to make this Agreement and bind each respective Party. BBBK 2017) 99999.91660\29695046.1 -13- 3.A.5.a Packet Pg. 103 Attachment: Dave's Hauling Streets (PSA for Dave's Hauling) 3.6.20 Counterparts. This Agreement may be signed in counterparts, each of which shall constitute an original. 3.7 Subcontracting. 3.7.1 Prior Approval Required. Consultant shall not subcontract any portion of the work required by this Agreement, except as expressly stated herein, without prior written approval of City. Subcontracts, if any, shall contain a provision making them subject to all provisions stipulated in this Agreement. SIGNATURES ON NEXT PAGE] 88&K 2017) 99999.91660129695046.1 1_ 3.A.5.a Packet Pg. 104 Attachment: Dave's Hauling Streets (PSA for Dave's Hauling) SIGNATURE PAGE TO PROFESSIONAL SERVICES AGREEMENT BY AND BETWEEN THE CITY OF SAN JACINTO AND DAVE'S HAULING CITY OF SAN JACINTO By: Attest: l City Clerk Approved as to Form: Be"Best&i erLLP City Attorney DAVE' S HAULING SOLE PROPRIETORSHIP By: A^61 David Hynes Owner BB& K 2017) 99999. 91660\29695046 1 -15- 3.A.5.a Packet Pg. 105 Attachment: Dave's Hauling Streets (PSA for Dave's Hauling) EXHIBIT "A" SCOPE OF SERVICES The consultant shall for a period not to exceed five hours per day, remove non -hazardous trash, debris and weeds from the curb, gutter and sidewalks as stated on Exhibit "B" throughout the Term of the contract, or as directed by Public Works. BB&K 2017) 99999.91660129695046.1 Exhibit "A-4 3.A.5.a Packet Pg. 106 Attachment: Dave's Hauling Streets (PSA for Dave's Hauling) EXHIBIT "B" SCHEDULE OF SERVICES On Tuesday, Wednesday and Thursday, for a period not to exceed five hours per day, remove trash, debris and weeds from the curb, gutter and sidewalks. Scheduling of such services shall be at the discretion of the consultant with the approval of Public Works. BB&K 2017) 99999.91660129695046.1 Exhibit "B'-1 3.A.5.a Packet Pg. 107 Attachment: Dave's Hauling Streets (PSA for Dave's Hauling) EXHIBIT "C" COMPENSATION Not to exceed $6,000 per month In the event that this Agreement is renewed pursuant to Section 3.1.2, the rates set forth above may be increased or reduced each year at the time of renewal, but any increase shall not exceed the Consumer Price Index, All Urban Consumers, Los Angeles -Riverside -Orange Counties. BBBK 2017) 99999.91660\29695046.1 Exhibit "C%l 3.A.5.a Packet Pg. 108 Attachment: Dave's Hauling Streets (PSA for Dave's Hauling) 99999.9166M29695046.1 3.A.5.a Packet Pg. 109 Attachment: Dave's Hauling Streets (PSA for Dave's Hauling) August 4, 2020 TO: City Council REQUESTED BY: Tom Prill, Deputy City Manager APPROVED BY: Robert A. Johnson, City Manager SUBJECT: Long-Term Renewable Energy Contract with Sierra Pacific Industries RECOMMENDATION: Approve California Choice Energy Authority entering into a long-term renewable energy contract with Sierra Pacific Industries on behalf of San Jacinto Power. BACKGROUND: In October 2015, the State of California enacted SB 350, also known as The Clean Energy and Pollution Reduction Act of 2015 (the Act). The Act established new clean energy, clean air, and greenhouse gas reduction goals for the state. Specifically, the Act requires that all load serving entities, including Community Choice Aggregators (CCAs) enter into long-term renewable energy contracts with energy delivery to begin by the 2021 – 2024 compliance period (Compliance Period 4). In order to meet this requirement, California Choice Energy Authority (CalChoice), on behalf of San Jacinto Power (SJP) and its other member agencies, issued a Request for Proposals for Renewable Energy Projects in March 2020. Several wind, solar, geothermal, biomass, and small hydro-electric projects were short-listed. CalChoice, and its legal and technical team, spent several months negotiating and finalizing commercial and contract terms on behalf its member agencies with several counterparties and continues to do so. CalChoice, on behalf of SJP and its other member agencies, will be contracting with Sierra Pacific Industries (SPI). The SPI project is a 22.77 MW project located in Northern California, with a commercial delivery date of January 2021. SJP will receive 3.3% of the biomass project’s generation. As a condition of the contract, SPI recognizes and accepts the secured deposit account in the name of SJP as credit and collateral, and no other security or credit backing by the city will be required. With the execution of this contract, which fulfills a portion of SJP’s long-term renewable contracting requirement, SJP will have contracted for a total of 78% of its state mandated obligation for Compliance Period 4. As such, staff will be returning in upcoming months with additional contract approval requests. 3.A.6 Packet Pg. 110 Certain information of the contract is protected by the Cost Confidentiality policy and has been redacted. FISCAL IMPACT: Not to exceed $96,188.40 over a 10-year period. There will be sufficient revenues generated to cover operating expenses, including power procurement, and to fund reserves to provide financial and rate stability to the program. ATTACHMENTS: Long-Term Renewable Energy Contract - Sierra Pacific Industries - 06-30-20 - redacted 3.A.6 Packet Pg. 111 SJP FINAL 1 CONFIRMATION LONG-TERM CONTRACT FOR PCC3 RECS THIS CONFIRMATION FOR LONG-TERM CONTRACT FOR PCC3 RECS (this “Confirmation”) is entered into this 30th day of June, 2020 (“Effective Date”), by and between California Choice Energy Authority, a California joint powers authority on behalf of City of San Jacinto, a municipal corporation organized and operating under the laws of the State of California, d/b/a San Jacinto Power (“CalChoice” or “Buyer”) and Sierra Pacific Industries (“SPI” or “Seller”), each referred to herein individually as a “Party” and collectively as the “Parties”, regarding the purchase and sale of the Product (as defined below) under the terms and conditions herein (the “Transaction”). Capitalized terms used in this Confirmation and not defined herein have the meaning assigned thereto in the Master Agreement or Schedule R (each as defined below). The Master Agreement and this Confirmation shall be collectively referred to herein as the “Agreement.” WHEREAS, Buyer is subject to Section 399.13(b) of the California Public Utilities Code, which requires all California load-serving entities (LSEs) to meet sixty-five percent (65%) of their California Renewables Portfolio Standard (RPS) obligations with supply contracts of ten years or longer. NOW, THEREFORE, in consideration of the mutual covenants and agreements in this Confirmation and for other good and valuable consideration, the sufficiency of which is hereby acknowledged, and intending to be legally bound hereby, the Parties agree as follows: Master Agreement: This Confirmation shall be governed by the terms and conditions of the WSPP Agreement, version dated January 25, 2020, promulgated by WSPP, Inc. (the “Master Agreement”), such terms and conditions are incorporated by reference as if fully set forth in this Confirmation, including but not limited to Schedule R of the Master Agreement (“Schedule R”). The Master Agreement, including Schedule R, shall govern this REC Transaction, except as modified in this Confirmation. References herein to sections in Schedule R shall appear, for example, as “Section R-2.3.4”. References in Schedule R to “Renewable Energy Facility” shall be interpreted as references to a Project (as defined below in this Confirmation). Product: As used herein, “Product” shall mean Portfolio Content Category 3 (“PCC 3”) RECs generated by a Project that meet the requirements of the Applicable Program and this Confirmation and which shall be subject to the requirements of a Resource Contingent REC as described in Section R-2.3.3 of Schedule R. Environmental Attributes: The Environmental Attributes conveyed under this Confirmation as part of the Product are All Attributes, including all Environmental Attributes required under the Applicable Program (as defined in the Definitions section hereof). Project: As used herein, “Project” shall mean one or more of the renewable energy generating facilities listed in Exhibit A, which shall be referred to collectively as the “Projects”. Delivery Term: “Delivery Term” means the period from January 1, 2021 through December 31, 2030, and shall continue through the completion of the payment of amounts due pursuant to this Confirmation and the transfer of all RECs to Buyer through WREGIS. Contract Quantity: The amount of Product to be supplied for each calendar year of the Delivery Term shall be equal to the lesser of (a) or (b) of the total aggregate output (in MWh) of the Projects for such calendar year (the “Contract Quantity”). 3.A.6.a Packet Pg. 112 Attachment: Long-Term Renewable Energy Contract - Sierra Pacific Industries - 06-30-20 - redacted (Long-Term Renewable Energy Contract SJP FINAL 2 Contract Price: The price for each MWh (i.e., per REC) of Product conveyed to Buyer in accordance with the terms of this Confirmation is set forth in Exhibit B (the “Contract Price”). REC Transfer: During the Delivery Term, Seller shall transfer the RECs to Buyer’s WREGIS account (Buyer’s WREGIS Account Holder Name and Account ID: San Jacinto Power - 1395). Invoicing and Payment: During the Delivery Term, once per quarter, Seller will invoice Buyer for an amount equal to the product of (a) the Contract Price and (b) the portion of the Contract Quantity delivered to Buyer, as evidenced by the quantity of WREGIS Certificates transferred to Buyer’s WREGIS account by Seller. Buyer shall make payment to Seller by wire transfer or ACH payment to the bank account provided on each monthly invoice. Buyer shall pay undisputed invoice amounts on or before the twenty-third (23rd) day of the month in which the invoice was received, provided that such invoice was received by the fifteenth (15th) day of the month, otherwise the invoice will be paid on the next month’s monthly distribution date under the Security Documents (i.e., the 23rd of the month). If such due date falls on a weekend or legal holiday, such due date shall be the next Business Day. Supporting Data: Because the Product is being sold by Seller to Buyer to facilitate Buyer’s compliance with the California Renewables Portfolio Standard, including the requirements of Section 399.13(b) of the California Public Utilities Code and CPUC Decision D.17-06-026, Seller shall use reasonable efforts to assist Buyer, if necessary, in timely providing required data and/or documentation, as requested by jurisdictional regulatory authorities, to support Buyer’s compliance. Change in Law Provisions: The REC Transaction under this Confirmation is Regulatorily Continuing as defined in Section R-5.2.2(b) of Schedule R. The Parties acknowledge that an essential purpose of this Agreement is for Purchaser to acquire Product that will satisfy Purchaser’s obligations under the Applicable Program. In the event of a Change in Law in the Applicable Program, including for the avoidance of doubt any Change in Law that would prevent the Product from being used by Purchaser to meet the compliance requirements of the Applicable Program, Seller shall make commercially reasonable efforts to obtain compliance with such Change in Law, provided that Seller shall not be required to spend more than during the Delivery Term in Seller’s efforts to obtain such compliance. Seller shall keep Buyer reasonably informed of its efforts to obtain compliance. If (a) it is not possible to obtain compliance without amending this Confirmation, or (b) notwithstanding Seller’s efforts to obtain compliance, including expenditure by Seller of the amount specified in the preceding sentence, or if Seller cannot, or would not be able to, obtain compliance regardless of the amount of money expended, the Parties shall work in good faith to try and revise this Confirmation so that this Confirmation complies with the requirements of such Change in Law. In the event the Parties cannot reach agreement on any such amendments to this Confirmation after sixty (60) days of commencement of discussions regarding such Change in Law (“Negotiation Period”), then Purchaser may terminate this Confirmation upon written notice to Seller, which shall be effective the next Business Day after such notice is received, and any such termination shall be without further liability to either Party, subject to payment of any amounts owing between the Parties prior to such termination. 3.A.6.a Packet Pg. 113 Attachment: Long-Term Renewable Energy Contract - Sierra Pacific Industries - 06-30-20 - redacted (Long-Term Renewable Energy Contract SJP FINAL 3 SPECIAL PROVISIONS: A. Non-Modifiable Standard Terms and Conditions (1) Eligibility: Seller, and, if applicable, its successors, represents and warrants that throughout the Delivery Term of this Agreement that: (i) the Project qualifies and is certified by the CEC as an Eligible Renewable Energy Resource (“ERR”) as such term is defined in Public Utilities Code Section 399.12 or Section 399.16; and (ii) the Project’s output delivered to Buyer qualifies under the requirements of the California Renewables Portfolio Standard. To the extent a change in law occurs after execution of this Agreement that causes this representation and warranty to be materially false or misleading, it shall not be an Event of Default if Seller has used commercially reasonable efforts to comply with such change in law. [STC 6, Non-Modifiable. (Source: D.07-11-025, Attachment A.) D.08-04-009] (2) Applicable Law: Governing Law. This Agreement and the rights and duties of the Parties hereunder shall be governed by and construed, enforced and performed in accordance with the laws of the state of California, without regard to principles of conflicts of law. To the extent enforceable at such time, each Party waives its respective right to any jury trial with respect to any litigation arising under or in connection with this Agreement. [STC 17, Non-Modifiable. (Source: D.07-11-025, Attachment A) D.08-04-009] (3) Transfer of Renewable Energy Credits: Seller and, if applicable, its successors, represents and warrants that throughout the Delivery Term of this Agreement the renewable energy credits transferred to Buyer conform to the definition and attributes required for compliance with the California Renewables Portfolio Standard, as set forth in California Public Utilities Commission Decision 08-08-028, and as may be modified by subsequent decision of the California Public Utilities Commission or by subsequent legislation. To the extent a change in law occurs after execution of this Agreement that causes this representation and warranty to be materially false or misleading, it shall not be an Event of Default if Seller has used commercially reasonable efforts to comply with such change in law. [STC REC-1, Non-modifiable. D.11-01-025] (4) Tracking of RECs in WREGIS: Seller warrants that all necessary steps to allow the Renewable Energy Credits transferred to Buyer to be tracked in the Western Renewable Energy Generation Information System will be taken prior to the first delivery under the contract. [STC REC-2, Non-modifiable. D.11-01-025] B. Additional Terms and Conditions (1) Seller Representations and Warranties. Seller represents and warrants: (a) Seller is the owner of the Projects and all Product delivered under this Confirmation to Buyer shall have been produced by the Projects; (b) As of both Delivery and passage of title, Seller has and conveys to Buyer all right, title, interest in and to the REC and all Environmental Attributes underlying the REC, and the exclusive right to any and all Reporting Rights Seller may have in or to the REC and Environmental Attributes, free and clear of any liens, security interests, or other encumbrances of any kind whatsoever; (c) Seller has not sold the Product to be transferred to Buyer to a third party; and (d) the Product meets the requirements set forth in PUC Code 399.16(b)(3) and the RPS compliance requirements for Portfolio Content Category 3 as set forth in CPUC Decision 11-12-052. (2) Buyer Representations and Warranties. Buyer represents and warrants that Buyer has taken all necessary steps to establish a WREGIS account to receive the RECs to be transferred from Seller to Buyer prior to the first delivery under this Confirmation. 3.A.6.a Packet Pg. 114 Attachment: Long-Term Renewable Energy Contract - Sierra Pacific Industries - 06-30-20 - redacted (Long-Term Renewable Energy Contract SJP FINAL 4 (3) Assignment. Buyer may assign its interest in this Confirmation to City of San Jacinto, a municipal corporation organized and operating under the laws of the State of California in furtherance of its San Jacinto Power program (“City of San Jacinto”) without Seller’s consent, provided that (i) City of San Jacinto and this Agreement are still subject to the Security Documents or (ii) City of San Jacinto has provided other performance assurance reasonably acceptable to Seller. C. Amendments to The Master Agreement; Additional Provisions (1) Confidentiality. (a) Section 30, Confidentiality, of the Master Agreement is amended for purposes of this Confirmation by inserting at the end of Section 30.1(6) prior to the semicolon the following: “or to Deliver RECs pursuant to the requirements of WREGIS”. (b) Each Party recognizes that this Confirmation is subject to the requirements of the California Public Records Act (Government Code Section 6250 et seq.). (2) Credit Requirements. The Parties agree and acknowledge that this Confirmation is subject to the Security Agreement dated as of January 22, 2018, between City of San Jacinto, as pledgor, and River City Bank, a California corporation, not in its individual capacity, but solely as Collateral Agent (“Security Agreement”), and all obligations hereunder are Obligations as defined in such Security Agreement, and that the Security Agreement is incorporated into this Agreement by reference. In accordance with the Security Documents, City of San Jacinto shall ensure that SCE deposits into a lockbox account, all of the proceeds of all of the Customer account receipts (net of the amounts to be paid to SCE) received from the sale of the Product to the Customers. SPI shall receive, in accordance with the Security Documents, payments for its invoices due and payable from such lockbox. Except as provided in the foregoing, Section 27 of the Master Agreement is not applicable to, and credit support is not required for Buyer under this Confirmation. Buyer’s obligation to make payments hereunder are to be made solely from the lockbox and obligations to make payments hereunder do not constitute any kind of indebtedness of Buyer or create any kind of lien on, or security interest in, any property or revenues of Buyer. (3) Counterparts. This Confirmation may be signed in any number of counterparts with the same effect as if the signatures to the counterparts were upon a single instrument. The Parties may rely on electronic or scanned signatures as originals under this Confirmation. Delivery of an executed signature page of this Confirmation by electronic mail transmission (including PDF) shall be the same as delivery of a manually executed signature page. (4) Entire Agreement; No Oral Agreements or Modifications. This Confirmation sets forth the terms of the Transaction into which the Parties have entered and shall constitute the entire Agreement between the Parties relating to the contemplated purchase and sale of the Product. Notwithstanding any other provision of the Agreement, this Confirmation may only be entered into by a Documentary Writing executed by both Parties, and no amendment or modification to this Confirmation shall be enforceable except through a Documentary Writing executed by both Parties. (5) No Recourse to Members of Buyer. Buyer is organized as a Joint Powers Authority in accordance with the Joint Exercise of Powers Act of the State of California (Government Code Section 6500, et seq.) and is a public entity separate from its constituent members. Buyer will solely be responsible for all debts, obligations and liabilities accruing and arising out of this Confirmation. Seller will have no rights and will not make any claims, take any actions or assert any remedies against any of Buyer's constituent members, or the officers, directors, advisors, contractors, consultants or employees of Buyer or Buyer's constituent members, in connection with this Confirmation. 3.A.6.a Packet Pg. 115 Attachment: Long-Term Renewable Energy Contract - Sierra Pacific Industries - 06-30-20 - redacted (Long-Term Renewable Energy Contract SJP FINAL 5 D. Definitions/Interpretations For purposes of this Confirmation, the following definitions shall apply: “Applicable Program” means the California Renewables Portfolio Standard. “Buyer” as used herein shall have the same meaning as “Purchaser” under the Master Agreement. “California Renewables Portfolio Standard” means the renewable energy program and policies, codified in California Public Utilities Code Sections 399.11 through 399.32 and California Public Resources Code Sections 25740 through 25751, as such provisions are amended or supplemented from time to time, including without reservation the requirements of California Public Utilities Code Section 399.13(b) and CPUC Decision D.17-06-026. “CEC” means the California Energy Commission or its regulatory successor. “CPUC” means the California Public Utilities Commission or its regulatory successor. “Depositary Bank” has the meaning set forth in the Security Agreement. “FERC” means the Federal Energy Regulatory Commission or its regulatory successor. “Intercreditor and Collateral Agency Agreement” means the Intercreditor and Collateral Agency Agreement, dated as of January 22, 2018, among the Collateral Agent, City of San Jacinto, SPI and the PPA Providers party thereto from time to time. “Secured Account” means deposit account no. ******8293 maintained in the name of City of San Jacinto at Depositary Bank, and any replacement account. “Security Agreement” has the meaning set forth in Section C (2) of this Confirmation. “Security Documents” means, collectively, the Intercreditor and Collateral Agency Agreement, the Security Agreement and the Account Control Agreement, dated as of January 22, 2018, among the Depositary Bank, City of San Jacinto and the Collateral Agent. “STC” stands for Standard Terms and Conditions of the CPUC relating to purchase and sales of the Product. “WECC” means the Western Electricity Coordinating Council or its successor organizations. “WREGIS” means the Western Renewable Energy Generation Information System or its successor systems. [Signatures appear on the following page.] 3.A.6.a Packet Pg. 116 Attachment: Long-Term Renewable Energy Contract - Sierra Pacific Industries - 06-30-20 - redacted (Long-Term Renewable Energy Contract SJP FINAL 6 IN WITNESS WHEREOF, the Parties have signed this Confirmation effective as of the Effective Date. California Choice Energy Authority, a California joint powers authority Sierra Pacific Industries By: By: Name: Name: Title: Title: Acknowledged: City of San Jacinto, a municipal corporation organized and operating under the laws of the State of California d/b/a San Jacinto Power. CITY OF SAN JACINTO By: __________________________________ Name: ________________________________ Title: _________________________________ Date: _________________________________ 3.A.6.a Packet Pg. 117 Attachment: Long-Term Renewable Energy Contract - Sierra Pacific Industries - 06-30-20 - redacted (Long-Term Renewable Energy Contract 3.A.6.a Packet Pg. 118 Attachment: Long-Term Renewable Energy Contract - Sierra Pacific Industries - 06-30-20 - redacted (Long-Term Renewable Energy Contract 3.A.6.a Packet Pg. 119 Attachment: Long-Term Renewable Energy Contract - Sierra Pacific Industries - 06-30-20 - redacted (Long-Term Renewable Energy Contract August 4, 2020 TO: City Council REQUESTED BY: Stuart McKibbin, City Engineer APPROVED BY: Robert A. Johnson, City Manager SUBJECT: Complete Streets Safety Assessment Final Report RECOMMENDATION: Staff recommends that the City Council receive public comment on the Complete Streets Safety Assessment (CSSA) and approve Engineering Department prioritization of CSSA report recommendations. DISCUSSION: The safety of pedestrians, bicyclists and those using the public right of way has been a concern for City officials. Even though the City is some 132 years old, the amount of funding needed to construct certain sidewalks, pathways, trails, and pedestrian movement connectivity areas has been a significant barrier for San Jacinto. Public Safety is one of the City Council priorities set in 2019, and continues to be an on-going pursuit. Public Safety is not simply focused on police and fire/emergency response times or increasing the staffing thereof. It is also making improvements to the City’s roads, streets an d thoroughfares by installing new and brighter street lights, adding stops signs and traffic signals to assist with high traffic volumes, adding electronic speed limit signs to assists motorists in staying within posted speed limits, building new ADA ramps at signalized and non-signalized intersections, repaving City streets, and correcting sidewalk surfaces. Most notably, the City has been exploring ways to enhance access and safety for pedestrians and bicyclists. The objectives of the CSSA are to improve safety and accessibility for all people walking and biking in San Jacinto. Funding for this program was provided by a grant from the California Office of Traffic Safety (OTS) through the National Highway Traffic Safety Administration (NHTSA). The City Council directed staff to conduct a workshop 120 days from November 19, 2019 to discuss the benchmark topics and project ideas from the CSSA. However, with the ongoing pandemic of COVID-19, and increased public health measures affecting the schedule for in person workshops, staff postponed the workshop and instead will make today’s presentation to Council on the benchmark topics and the suggested projects in the CSSA. To perform the CSSA, the City contracted with Fehr & Peers, a transportation solutions firm. The final report consists of a benchmarking analysis, which identifies areas where the City is exceeding national best practices, suggests enhancements to existing programs that already meet national best practice, and identifies opportunities for new policies and practices. The report 4.1 Packet Pg. 120 assesses San Jacinto on 43 benchmarking topics. The report also provides ideas and suggestions for safety improvements at four specific locations visited during a Fehr & Peers field audit. The City Engineer has evaluated the reports, suggested opportunities for new policies and practices, and has prioritized implementation (see Attachment No. 2). Twelve of the suggestions can be implemented by the City’s Engineering Department within the next 12 months, and six more can be implemented within 24 months. At the 24 month mark, staff would re-evaluate the reports’ suggestions and return to Council with recommended further policy implementation priorities. Of the four suggested safety improvements, the City Engineer highly recommends that the following projects be included in the Capital Improvement Program:  San Jacinto Avenue Safety Improvement Project, from Midway to Menlo Avenue  Shaver Street and San Jacinto Avenue Safety Improvements Both projects address pedestrian and bicycle safety within a highly traveled corridor in the City. FISCAL IMPACT: There is no fiscal impact to the General Fund. The CSSA was paid for by a grant from the California OTS. ATTACHMENTS: 20 - 08 04 Agenda re CSSA Final Report (Final San Jacinto CSSA) 20 - 08 04 Agenda re CSSA Final Report (Benchmark Topics) 20 - 08 04 Agenda re Complete Streets Safety Assessment Final Report (CSSA Presentation) 4.1 Packet Pg. 121 _________________________________________________________________________________________________________ UNIVERSITY OF CALIFORNIA, BERKELEY ● SAFE TRANSPORTATION RESEARCH AND EDUCATION CENTER CITY OF SAN JACINTO COMPLETE STREETS SAFETY ASSESSMENT PS-19025 Issues, Opportunities, and Suggested Strategies Evaluation Team: Matt Benjamin Emily Finkel October 2019 This report was produced in cooperation with the City of San Jacinto. Funding for this program was provided by a grant from the California Office of Traffic Safety, through the National Highway Traffic Safety Administration. Opinions, findings, and conclusions are those of the authors and not necessarily those of the University of California and/or the agencies supporting or contributing to this report. 4.1.a Packet Pg. 122 Attachment: 20 - 08 04 Agenda re CSSA Final Report (Final San Jacinto CSSA) (Complete Streets Safety Assessment Final Report) _________________________________________________________________________________________________________ UNIVERSITY OF CALIFORNIA, BERKELEY ● SAFE TRANSPORTATION RESEARCH AND EDUCATION CENTER CITY OF SAN JACINTO PEDESTRIAN SAFETY ASSESSMENT FINAL REPORT PS-19025 OCTOBER 2019 EVALUATION TEAM Matt Benjamin Fehr & Peers 101 Pacifica Suite 300 Irvine, CA 92618 (949) 308-6305 m.benjamin@fehrandpeers.com Emily Finkel Fehr & Peers 600 Wilshire Bl., Suite 1050 Los Angeles, CA 90017 (213) 694-4373 e.finkel@fehrandpeers.com 4.1.a Packet Pg. 123 Attachment: 20 - 08 04 Agenda re CSSA Final Report (Final San Jacinto CSSA) (Complete Streets Safety Assessment Final Report) _________________________________________________________________________________________________________ UNIVERSITY OF CALIFORNIA, BERKELEY ● SAFE TRANSPORTATION RESEARCH AND EDUCATION CENTER c. The Regents of the University of California. This report was produced in cooperation with the City of San Jacinto. Funding for this program was provided by a grant from the California Office of Traffic Safety, through the National Highway Traffic Safety Administration. Opinions, findings, and conclusions are those of the authors and not necessarily those of the University of California and/or the agencies supporting or contributing to this report. This report does not constitute a standard, specification, or regulation. The agency that is subject of this report is hereby granted a non- exclusive right to copy and distribute this report for its own or its stakeholders’ non-commercial use. All other uses of this report require written permission from the Safe Transportation Research and Education Center. 4.1.a Packet Pg. 124 Attachment: 20 - 08 04 Agenda re CSSA Final Report (Final San Jacinto CSSA) (Complete Streets Safety Assessment Final Report) _________________________________________________________________________________________________________ UNIVERSITY OF CALIFORNIA, BERKELEY ● SAFE TRANSPORTATION RESEARCH AND EDUCATION CENTER TABLE OF CONTENTS Executive Summary .................................................................................................................... 5 Benchmarking Analysis of Policies, Programs, and Practices ................................................ 5 Walking Audit Suggestions for Potential Improvement ......................................................... 10 1. Introduction ......................................................................................................................... 11 1.1 Objective ......................................................................................................................... 11 1.3 Organization of this Report ............................................................................................. 11 1.4 Acknowledgements ......................................................................................................... 12 1.5 Disclosures ..................................................................................................................... 12 2. Background ......................................................................................................................... 13 2.1 Pedestrian Safety Overview for San Jacinto ................................................................... 13 2.2 Collision Trends .............................................................................................................. 14 3. Benchmarking Analysis Results and Suggestions ......................................................... 17 3.1 Key Strengths ................................................................................................................. 23 3.2 Enhancement Areas ....................................................................................................... 26 3.3 Opportunity Areas ........................................................................................................... 38 4. Walking Audit Results and Suggestions .......................................................................... 46 4.1 Selection of Focus Areas ................................................................................................ 47 4.2 San Jacinto Avenue & Midway Street ............................................................................. 49 4.3 San Jacinto Avenue between Esplanade Avenue and Commonwealth Avenue ............ 52 4.4 San Jacinto Avenue & 7th Street .................................................................................... 55 4.5 Megan Cope Elementary School .................................................................................... 57 4.1.a Packet Pg. 125 Attachment: 20 - 08 04 Agenda re CSSA Final Report (Final San Jacinto CSSA) (Complete Streets Safety Assessment Final Report) ____________________________________________________________________________ 5 EXECUTIVE SUMMARY The City of San Jacinto requested that the Safe Transportation Research and Education Center at University of California, Berkeley conduct a Complete Streets Safety Assessment (CSSA) study. A team of two bicycle and pedestrian safety experts conducted the CSSA for San Jacinto on June 5, 2019 and prepared this report. The objectives of the CSSA are to improve safety and accessibility for all people walking and biking in the City of San Jacinto. The City of San Jacinto, located in Riverside County, is home to approximately 49,000 residents. Based on the 2016 California Office of Traffic Safety (OTS) safety rankings of California cities, San Jacinto ranked 55th out of 94 California cities in the same population group for the number of pedestrian collisions (with 1st being the worst) and 50th for bicycle collisions. Chapter 2 provides an overview of collision data for the City. The remainder of this report presents the findings and suggestions for potential improvement derived from:  Benchmarking analysis of the City’s existing bicycle and pedestrian programs, policies, and practices (Chapter 3)  Field walking audit at various locations in San Jacinto (Chapter 4) Benchmarking Analysis of Policies, Programs, and Practices A pedestrian and bicycle safety interview was conducted with City staff in advance of the CSSA field visit to gain an understanding of the existing bicycle and pedestrian policies, programs, and practices in San Jacinto. This interview formed the basis for a benchmarking process that categorized the City’s programs, practices, and policies into three groups:  Key strengths (areas where the City is exceeding national best practices)  Enhancement areas (areas where the City is meeting best practices)  Opportunity areas (areas where the City appears not to meet best practices) The benchmarking analysis aims to provide the City with information on current best practices and how the City compares. Cities have differing physical, demographic, and institutional characteristics that may make certain goals or policies more appropriate in some jurisdictions than others. Ultimately, City staff may determine where resources and efforts are best placed for meeting local development and infrastructure goals for pedestrians. A discussion of the City’s bicycle and pedestrian safety policies, programs, and practices, and ideas for enhancement is presented in Chapter 3. The suggestions for potential improvement for further enhancement to the City’s existing programs and policies for each group described above include the following: Key Strengths Implementation of Americans with Disabilities Act (ADA) Improvements  Continue adding ADA ramps at intersections that currently lack them and increase the number of ramps that feature truncated domes. 4.1.a Packet Pg. 126 Attachment: 20 - 08 04 Agenda re CSSA Final Report (Final San Jacinto CSSA) (Complete Streets Safety Assessment Final Report) ____________________________________________________________________________ 6 Public Involvement and Feedback Process  Consider hosting regular community engagement opportunities around bicycle and pedestrian issues (e.g. farmers market booth)  Allow for specific bicycle and pedestrian safety feedback to be submitted through the 311 portal Active Transportation Plan  Implement the low-hanging projects in the Trails Master Plan  Pursue additional funding opportunities for improvements identified by the Master Plan  Provide regular updates to the Master Plan Pedestrian and Bicycle Safety Education Program  Conduct formal education campaigns  Provide safety educational opportunities for adults and seniors Enforcement  Use collision data to help determine enforcement needs related to locations and violations  Implement sustained bicycle and pedestrian safety enforcement efforts, including a focus on driver violations  Train officers in bicycle and pedestrian safety enforcement principles Work to ensure that new enforcement activities do not result in disproportionate impacts on low-income communities and communities of color General Plan: Provision for Pedestrian and Bicycle Nodes  Update the General Plan to incorporate content from the Trails Master Plan  Develop quantifiable multi-modal objectives General Plan: Densities and Mixed-Use Zones  Encourage pedestrian-oriented development to facilitate multimodal trips.  Enhance bicycle and pedestrian-friendly goals, using the Trails Master Plan as the foundation. Enhancement Areas ADA Transition Plan for Streets and Sidewalks.  Prioritize sub-areas within the City that exhibit the greatest pedestrian activity  Develop ADA improvement programs for facilities such as dual curb ramps, truncated domes, and audible pedestrian signals Formal Advisory Committee  Encourage regular meetings of the Transportation Subcommittee  Add a category to the City’s Citizen Request program related to bicycle and pedestrian safety  Hold public meetings with established forums in the community Speed Limits and Speed Surveys  Consider pedestrian and bicycle volumes when setting speed limits  Explore the use of 15 MPH school zones 4.1.a Packet Pg. 127 Attachment: 20 - 08 04 Agenda re CSSA Final Report (Final San Jacinto CSSA) (Complete Streets Safety Assessment Final Report) ____________________________________________________________________________ 7 Safe Routes to School  Establish an ongoing Safe Routes to School program  Obtain grant funding for Safe Routes to School program Funding  Partner with other agencies to apply for funding  Establish a dedicated funding source for pedestrian, bicycle, and traffic calming projects Collection of Pedestrian and Bicyclist Volumes  Routinely collect pedestrian and bicycle volumes  Geocode pedestrian and bicycle volume data with GIS software Inventory of Bikeways, Parking, and Informal Pathways, and Key Bicycle Opportunity Areas  Create GIS inventory of existing and planned bicycle facilities Inventory of Sidewalks, Informal Pathways, and Key Pedestrian Opportunity Areas  Expand the inventory to include a comprehensive inventory informal pathways, crosswalks, sidewalks, curb ramps, and key pedestrian opportunity areas  Consider establishing a program to work with property owners to repair damaged sidewalks outside their property Collision History and Collision Reporting Practices  Adopt a data driven systemic safety approach  Adopt a formal Vision Zero policy  Develop a high injury network map  Prioritize collision locations based on volume data and collision rates Existing Bike Network  Continue to identify funding sources to implement the proposed projects identified in the Trails Master Plan  Refer to national best practice documents as design guidelines for bicycle and pedestrian treatments  Conduct Level of Traffic Stress assessment Bike Network Implementation Practices  Install a network of low stress bikeways  Evaluate the existing bicycle network in terms of Level of Traffic Stress Design Guidelines and Standards  Update and implement comprehensive design guidelines and standards for pedestrian and bicycle treatments, based on national best practices Bicycle Parking Requirements  Implement short-term and long-term bicycle parking at all new development  Site bicycle racks to be convenient for bicyclists Specific Plans, Overlay Zones, and Other Area Plans  Stress bicyclist and pedestrian-oriented design in all new specific plans and related processes 4.1.a Packet Pg. 128 Attachment: 20 - 08 04 Agenda re CSSA Final Report (Final San Jacinto CSSA) (Complete Streets Safety Assessment Final Report) ____________________________________________________________________________ 8 Proactive Approach to Institutional Coordination  Seek opportunities to collaborate with agencies, such as schools and Caltrans Coordination with Schools  Establish a policy on neighborhood-sized and oriented schools as part of a Safe Routes to School policy  Promote suggested SRTS walking routes to schools and address potential barriers to pedestrian or bicycle access to school Coordination with Emergency Response  Balance the trade-off between traffic calming treatments such as roundabouts or partial street closures and longer emergency response times  Encourage emergency and transit responders to participate in test runs of roadway designs that are aimed to reduce speed and improve bicycling access Coordination with Health Agencies  Seek opportunities for technical collaboration and funding with first responders, public health and health care professionals Coordination with Transit Agencies  Update the City’s bicycle information to highlight connections with transit and to communicate that transit options also accommodate bikes on-board transit vehicles Street Tree Requirements  Update the Street Tree Ordinance to specify the appropriate tree types for use in streetscapes Pedestrian Safety Audit Program  Plan regular formalized safety walk audits Pedestrian and Bicycle Traffic Control Audit (Signs, Markings, Signals)  Create GIS inventory of existing bicycle and pedestrian-related assets, such as signs, and markings, including information about MUTCD compliance and maintenance Economic Vitality  Improve the built environment through the development of Business Improvement Districts and wayfinding programs Opportunity Areas Pedestrian/Bicycle Coordinator  Designate a staff member to fill the bicycle/pedestrian coordinator role Traffic Calming Program  Create a formal traffic calming policy and toolbox to streamline the request process and develop proactive options for traffic calming  Identify a dedicated funding source for traffic calming projects 4.1.a Packet Pg. 129 Attachment: 20 - 08 04 Agenda re CSSA Final Report (Final San Jacinto CSSA) (Complete Streets Safety Assessment Final Report) ____________________________________________________________________________ 9 Crosswalk Installation, Removal, and Enhancement Policies  Create a crosswalk policy based on national best practices  Include criteria for identifying safety enhancements for new crosswalk locations Shared Mobility Services  Adopt a citywide curb management policy  Develop a micromobility policy Complete Streets Policy  Adopt a Complete Streets Policy, based on national best practice Roadway Surfaces  Evaluate roadway surface quality of roadways with bicycle lanes and bicycle routes. Prioritize maintenance of roadways where bicycle facilities are present  Prioritize debris removal on roadways where bicycle facilities are present Traffic Signal and Stop Sign Warrants  Develop local signal and stop sign warrants that are pedestrian and bicycle friendly Sidewalk Furniture or Other Sidewalk Zone Policies  Adopt a Street Furniture or Sidewalk Zone Ordinance Bicycle Supportive Amenities and Wayfinding  Develop a pilot program to install bicycle supportive amenities at key locations  Deploy a citywide bicycle wayfinding signage program  Developing a Biking Guide with a map of bicycle routes and bike parking locations Bicycling Safety Audit Program  Plan regular formalized biking audits Bike Ordinances (Sidewalk Riding)  Consider an ordinance edit to allow for sidewalk riding where the sidewalk is wide enough to accommodate it and there is no adjacent on-street facility Transportation Demand Management  Establish voluntary TDM programs with the option for reduced fee transit passes. Historic Sites  Establish walking and biking routes showcasing the City’s historic sites 4.1.a Packet Pg. 130 Attachment: 20 - 08 04 Agenda re CSSA Final Report (Final San Jacinto CSSA) (Complete Streets Safety Assessment Final Report) ____________________________________________________________________________ 10 Walking Audit Suggestions for Potential Improvement A walking audit was conducted at four locations, determined in coordination with City staff. Positive practices, as well as bicycle and pedestrian safety and accessibility issues were identified. The four focus areas were: 1. San Jacinto Avenue & Midway Street 2. San Jacinto Avenue between Esplanade Avenue and Commonwealth Avenue 3. San Jacinto Avenue & 7th Street 4. Megan Cope Elementary School Observations made during the walking audit were used to suggest policies and physical improvements intended to enhance pedestrian and bicycle safety. Key findings from the San Jacinto walking audit include:  Systemic enhancements, such as high visibility crosswalks and advance stop bars, can be made across many locations throughout the City  Larger scale projects, such as installing a multi-use path, may present opportunities for cross-agency partnerships to identify project champions and funding sources Detailed suggestions for potential improvement are summarized graphically, corresponding to each walking audit location. A narrative description of walking audit observations and potential improvements are summarized in Chapter 4. Many suggestions in this report are appropriate for grant applications, including Office of Traffic Safety (OTS), Highway Safety Improvement Program (HSIP) or Safe-Routes-to-School funding. The suggestions for potential improvements may also be used as the starting point for future safety-focused bicycle and pedestrian planning efforts to identify active transportation policies for the City and a citywide list of capital improvement projects. The suggestions presented in this report are based on limited field observations and time spent in San Jacinto by the CSSA evaluators. These suggestions, which are based on general knowledge of best practices in pedestrian and bicycling design and safety, are intended to guide City staff in making decisions for future safety improvement projects in the City, and they may not incorporate all factors which may be relevant to the pedestrian and bicycling safety issues in the City. As this report is conceptual in nature, conditions may exist in the focus areas that were not observed and may not be compatible with suggestions in this report. Before finalizing and implementing any physical changes, City staff may choose to conduct more detailed studies or further analysis to refine or discard the suggestions in this report, if they are found to be contextually inappropriate or appear not to improve pedestrian safety or accessibility due to conditions including, but not limited to, high vehicular traffic volume or speeds, physical limitations on space or sight distance, or other potential safety concerns. 4.1.a Packet Pg. 131 Attachment: 20 - 08 04 Agenda re CSSA Final Report (Final San Jacinto CSSA) (Complete Streets Safety Assessment Final Report) ____________________________________________________________________________ 11 1. INTRODUCTION 1.1 OBJECTIVE The City of San Jacinto requested that the Safe Transportation Research and Education Center at University of California, Berkeley conduct a Complete Streets Safety Assessment (CSSA) study. The objectives of the CSSA are to improve safety and accessibility for all people walking and biking in the City of San Jacinto. 1.2 EVALUATION APPROACH Prior to visiting the City, the CSSA Team conducted a pre-visit telephone interview with City staff on May 14, 2019. The results from this interview provided input for the benchmarking analysis. The Team visited the City on June 5, 2019. A meeting was held with the City staff to discuss initial results from the benchmarking analysis and logistics for the field visit. The Team conducted walking field audits at a number of locations in the City. Participants included staff from various departments and began with an introduction to pedestrian and bicyclist safety, and Complete Streets concepts. The Team held a call with participants from the walking audit after the visit. This call included a presentation of the draft suggestions for potential improvement for site-specific improvements based on the results of the walking audit. 1.3 ORGANIZATION OF THIS REPORT This document is organized into the following chapters:  Chapter 2 – Background presents background information on bicyclist and pedestrian safety in City, including safety rankings, locations of the highest number of bicyclist and pedestrian-involved injuries, and locations where bicyclist and pedestrian fatalities occurred (from 2014 to 2018).  Chapter 3 – Benchmarking Analysis Results and Suggestions presents the findings and suggestions for potential improvement from the benchmarking analysis.  Chapter 4 – Walking Audit Results and Suggestions presents the findings and suggestions for potential improvements from the audit.  Appendix A – Complete Streets Safety Toolbox presents a glossary of pedestrian and bicyclist improvement options.  Appendix B – Resource List provides a list of current best practices to enhance pedestrian and bicycle safety. 4.1.a Packet Pg. 132 Attachment: 20 - 08 04 Agenda re CSSA Final Report (Final San Jacinto CSSA) (Complete Streets Safety Assessment Final Report) ____________________________________________________________________________ 12 1.4 ACKNOWLEDGEMENTS San Jacinto staff members contributed to the wide range of topics addressed in this report. In particular, they organized a successful field visit and benchmarking discussion, which included several City staff member participants:  Habib Motlagh, City Engineer, City of San Jacinto  Grace Alvarez, Special Projects Manager, City of San Jacinto  Rene Yarnall, Community Development Manager, City of San Jacinto  David Clayton, Management Analyst, City of San Jacinto  Andy Ramirez, Streets/Parks Superintendent, City of San Jacinto  Curtis Cox, Traffic Sergeant, Riverside County Sheriff's department  Carrie Best, Administrative Assistant, San Jacinto Unified School District  Tim Hamlin, Tri Lake Consultants  Stuart McKibbin, Tri Lake Consultants 1.5 DISCLOSURES The benchmarking analysis aims to provide the City with information on current best practices and how the City compares. Cities have differing physical, demographic, and institutional characteristics that may make certain goals or policies more appropriate in some jurisdictions than others. Ultimately, City staff will determine where resources and efforts are best placed for meeting local development and infrastructure goals for people walking and biking. The suggestions presented in this report are based on limited field observations and limited time spent in the City of San Jacinto by the CSSA evaluators. These suggestions, which are based on general knowledge of best practices in pedestrian and bicycle design and safety, are intended to guide City staff in making decisions for future safety improvement projects in the City, and they may not incorporate all factors which may be relevant to the pedestrian and bicycle safety issues in the City. As this report is conceptual in nature, conditions may exist in the focus areas that were not observed and may not be compatible with suggestions in this report. Before finalizing and implementing any physical changes, City staff may conduct more detailed studies or further analysis to refine or discard the suggestions in this report, if they are found to be contextually inappropriate or appear not to improve pedestrian and bicyclist safety or accessibility due to conditions including, but not limited to, high vehicular traffic volume or speeds, physical limitations on space or sight distance, or other potential safety concerns. 4.1.a Packet Pg. 133 Attachment: 20 - 08 04 Agenda re CSSA Final Report (Final San Jacinto CSSA) (Complete Streets Safety Assessment Final Report) ____________________________________________________________________________ 13 2. BACKGROUND The City of San Jacinto, located in Riverside County, is home to approximately 49,000 residents. San Jacinto’s population is 54% Latino, 31% non-Latino white, 6% black, and 3.5% Asian. 62% of residents speak a language other than English at home. Just over 18% of San Jacinto residents are living in poverty, with a citywide median household income of $48,025.1 Some of the City’s census tracts within the City fall within the State of California’s definition of Disadvantaged Communities, based on health, economic and environmental factors. The City has been exploring ways to enhance access and safety for pedestrians and bicyclists. In 2018, the San Jacinto Trails Master Plan was created with the goal of recommending future multi-modal projects that increase safety and comfort for those who walk and bike. 2.1 PEDESTRIAN SAFETY OVERVIEW FOR SAN JACINTO The Office of Traffic Safety (OTS) collision rankings facilitate funding decisions and identify emerging traffic safety problem areas. The rankings allow cities to compare themselves to other cities with similar-sized populations and help them identify potential disproportionate traffic safety issues. OTS rankings are only indicators of potential problems; there are many factors that may either understate or overstate a city’s ranking. Victim and collision data for the rankings is taken from the California Highway Patrol Statewide Integrated Traffic Records System (SWITRS), California Department of Transportation, California Department of Justice, and the Department of Finance. Pedestrian, bicyclist and motorcycle victim rankings do not take into account the size or demographics of the city’s pedestrian/bicyclist/motorcyclist population. The 2016 OTS safety rankings for San Jacinto are shown in Table 2-2. TABLE 2-1. SAN JACINTO SUMMARY STATISTICS Year County Population Population Group Daily Vehicle Miles Traveled (VMT) 2016 Riverside 47,560 D 610,988 Source: California Office of Traffic Safety, https://www.ots.ca.gov/media-and-research/collision-rankings/ 1 American Community Survey 2013-2017 4.1.a Packet Pg. 134 Attachment: 20 - 08 04 Agenda re CSSA Final Report (Final San Jacinto CSSA) (Complete Streets Safety Assessment Final Report) ____________________________________________________________________________ 14 TABLE 2-2: CITY OF SAN JACINTO TRAFFIC COLLISIONS AND RANKINGS, 2016 Type of Collision Victims Killed & Injured OTS Ranking (of 94 cities) Total Fatal and Injury 329 38 Alcohol Involved 29 41 Had Been Drinking Driver < 21 2 16 Had Been Drinking Driver 21 – 34 4 82 Motorcycles 16 44 Pedestrians 15 55 Pedestrians < 15 0 91 Pedestrians 65+ 2 47 Bicyclists 14 50 Bicyclists < 15 1 60 Composite 152 45 Source: California Office of Traffic Safety, https://www.ots.ca.gov/media-and-research/collision-rankings/ Based on the statistics above, San Jacinto ranked 38th out of 94 California cities in traffic collisions (with a ranking of “1” being the worst). In most categories, the City ranks toward the middle or better among cities of similar size, with the total number of injuries and fatalities, along with alcohol-related and motorcycle collisions among the categories of most concern. 2 2.2 COLLISION TRENDS Pedestrian-vehicle and bicyclist-vehicle collision data for San Jacinto from January 2014 to the end of 2018 was taken from the SafeTREC Transportation Injury Mapping System (TIMS) database and mapped in Figure 2-1. 2 Cities are grouped by 2016 population. San Jacinto is in a category among 94 cities with a population between 25,001-50,000. 4.1.a Packet Pg. 135 Attachment: 20 - 08 04 Agenda re CSSA Final Report (Final San Jacinto CSSA) (Complete Streets Safety Assessment Final Report) ____________________________________________________________________________ 15 In this five-year period, there were a total of 916 collisions. 60 (6.6%) involved pedestrians and 66 (7.2%) involved bicyclists. Figures 2-1, 2-2, and 2-3 show some of the key collision trends in the City of San Jacinto in terms of collision severity, types of collisions, and trends by time of day and day of the week. Key collision trends include:  12% of collisions resulted in severe injuries or death. This is a large share, compared with other California cities.  The most frequent collision types are broadside (35%) and rear end (30%), which suggests safety issues at intersections and speeding.  Collisions occurred most often Monday through Wednesday during the evening commute period.  Driving at an unsafe speed is the most common violation that leads to a collision (29% of collisions are caused by speeding).  Residents between the ages of 20 and 24 are disproportionately likely to be victims of collisions.  30 pedestrian collisions (50%) occurred on roadways outside of crosswalks, potentially indicating the need for better pedestrian connectivity and additional crosswalks. Figure 2-1. Number of Collisions by Collision Severity 4.1.a Packet Pg. 136 Attachment: 20 - 08 04 Agenda re CSSA Final Report (Final San Jacinto CSSA) (Complete Streets Safety Assessment Final Report) ____________________________________________________________________________ 16 Figure 2-2. Number of Collisions by Type of Collision Figure 2-3. Number of Collisions per Day of Week per Time 4.1.a Packet Pg. 137 Attachment: 20 - 08 04 Agenda re CSSA Final Report (Final San Jacinto CSSA) (Complete Streets Safety Assessment Final Report) ____________________________________________________________________________ 17 3. BENCHMARKING ANALYSIS RESULTS AND SUGGESTIONS Prior to the field visit, the CSSA Team conducted an interview with City staff regarding the pedestrian and bicyclist safety policies, programs, and practices. The Team also reviewed the City’s website and relevant documents. Responses were analyzed with a benchmarking matrix, as shown in Table 3-1. The City’s policies, programs, and practices were then compared with national best practices. This benchmarking analysis categorizes the results into three groups:  Key Strengths (areas where the City is exceeding national best practices)  Enhancement Areas (areas where the City is meeting best practices)  Opportunity Areas (areas where the City appears not to meet best practices) This analysis provides the City with information on current best practices and how the City compares. With differing physical, demographic, and institutional characteristics, certain goals or policies may be more appropriate in some jurisdictions than others. Ultimately, City staff may determine where resources and efforts are best placed for meeting local development and infrastructure goals for pedestrians. The items in Table 3-1 are further elaborated in the following sections. The City may select strategies for implementation based on local priorities. The CSSA Team presented the results of this benchmarking analysis to City staff during the field visit. TABLE 3-1: SUMMARY OF PROGRAMS, POLICIES, AND PRACTICES BENCHMARKING ANALYSIS FOR THE CITY OF SAN JACINTO Benchmark Topic Key Strength Enhancement Opportunity Implementation of Americans with Disabilities Act (ADA) Improvements Uses state‐of‐the‐ practice (PROWAG) ADA improvements with consistent installation practices Has clear design guidelines but no regular practices for ADA compliance Has minimal design guidelines and practices related to ADA requirements Public Involvement and Feedback Process Uses social media/ other technology and brings workshops/materials to other meetings to encourage a wide range of participants in public involvement. Has a public feedback process (web‐enabled) Does not have a formal public involvement or feedback process for bicycle/pedestrian planning or safety 4.1.a Packet Pg. 138 Attachment: 20 - 08 04 Agenda re CSSA Final Report (Final San Jacinto CSSA) (Complete Streets Safety Assessment Final Report) ____________________________________________________________________________ 18 TABLE 3-1: SUMMARY OF PROGRAMS, POLICIES, AND PRACTICES BENCHMARKING ANALYSIS FOR THE CITY OF SAN JACINTO Benchmark Topic Key Strength Enhancement Opportunity Active Transportation Plan Has a recently‐updated Active Transportation Plan (or similar) with strategic prioritized list of projects that reflects current best practices (e.g. Level of Traffic Stress analysis, inclusion of Class IV protected bicycle facilities) Has a Pedestrian or Bicycle Master Plan but it may be outdated and/or no recent projects from the Plan have been completed Does not have a Pedestrian or Bicycle Master Plan Pedestrian and Bicycle Safety Education Program In addition to pedestrian and bicycle safety curriculum in schools, provides brochures and/or conducts education campaigns Has some traffic safety education programs that include pedestrians and bicyclists Does not have pedestrian and bicycle safety education programs Enforcement Police Department conducts sustained bicycle/pedestrian safety‐ related enforcement efforts, which may include resource sharing with neighboring cities Police Department conducts some bicycle/pedestrian safety‐ related enforcement activities Police Department does not have Traffic Safety Officer(s) General Plan: Provision for Pedestrian and Bicycle Nodes Pedestrian and bicycle nodes are identified and pedestrian‐oriented policies are in place for these nodes Pedestrian and bicycle nodes are identified, but pedestrian and bicycle accommodations are not Pedestrian and bicycle nodes are not identified General Plan: Densities and Mixed Use Zones Has moderate to high densities in the CBD and mixed‐use zones and progressive parking policies Has moderate densities with separate uses Has low densities with separate uses ADA Transition Plan for Streets and Sidewalks Has ADA transition plan in place and an ADA coordinator Partial or outdated ADA transition plan or an ADA coordinator No transition plan or ADA coordinator Formal Advisory Committee Has a formal, active Transportation Advisory Committee that address bicycle/pedestrian issues Has an ad‐hoc Transportation Advisory Committee Does not have a Transportation Advisory Committee 4.1.a Packet Pg. 139 Attachment: 20 - 08 04 Agenda re CSSA Final Report (Final San Jacinto CSSA) (Complete Streets Safety Assessment Final Report) ____________________________________________________________________________ 19 TABLE 3-1: SUMMARY OF PROGRAMS, POLICIES, AND PRACTICES BENCHMARKING ANALYSIS FOR THE CITY OF SAN JACINTO Benchmark Topic Key Strength Enhancement Opportunity Speed Limits and Speed Surveys Employs comprehensive practice to proactively review speed limits such as USLIMITS2. Considers traffic calming before raising speed limits in pedestrian or bicycle zones Reviews data only in response to reported concerns or frequent collisions Does not have set practices for speed limit reviews Safe Routes to Schools Has an ongoing Safe Routes to Schools program and funding for recent projects. Has obtained funding for recent projects, but has no community‐wide Safe Routes to Schools program Does not have a Safe Routes to Schools program and has not obtained recent funding Funding Has a dedicated annual funding stream for pedestrian and bicycle projects and local grant matches Depends on grant funding for projects, and is successful in obtaining grants Only moderately successful in obtaining grant funding or has trouble spending funds when given grants Collection of Pedestrian and Bicyclist Volumes Collects pedestrian and bicyclist volumes routinely with intersection counts and has a GIS database of counts Collects some pedestrian and bicyclist volumes, but not routinely Does not collect pedestrian and bicycle volumes Inventory of Bikeways, Parking, Informal Pathways, and Key Bicycle Opportunity Areas Maintains an inventory of missing and existing bikeways in GIS and includes bikeway projects in the CIP Maintains an inventory of missing facilities and opportunity areas Does not have an inventory of missing/existing bikeways, parking, informal pathways, or key bicycle areas Inventory of Sidewalks, Informal Pathways, and Key Pedestrian Opportunity Areas Maintains an inventory of missing and existing sidewalks in GIS and includes sidewalk projects in the CIP Maintains an inventory of missing sidewalks, informal pathways, or pedestrian opportunity areas Does not have an inventory of missing sidewalks, informal pathways, or pedestrian opportunity areas Collision History and Collision Reporting Practices Creates annual reports or employs other comprehensive monitoring practices Reviews data only following fatalities or other high‐ profile incidents Does not have set practices for data review Existing bike network Includes innovative features such as cycle tracks, bicycle boulevards, colored bike lanes, and/or buffered bike lanes Includes Class I, II, and III only Includes only bicycle routes or no designation 4.1.a Packet Pg. 140 Attachment: 20 - 08 04 Agenda re CSSA Final Report (Final San Jacinto CSSA) (Complete Streets Safety Assessment Final Report) ____________________________________________________________________________ 20 TABLE 3-1: SUMMARY OF PROGRAMS, POLICIES, AND PRACTICES BENCHMARKING ANALYSIS FOR THE CITY OF SAN JACINTO Benchmark Topic Key Strength Enhancement Opportunity Bike Network Implementation Practices Age 8 to 80 bicyclist considerations are applied and/or level of traffic stress is considered Some traffic calming measures are implemented in conjunction with bikeway installation Treatments are implemented where they fit within the right‐of‐way and vehicle LOS is not affected Design Guidelines and Standards Uses national best practices focused on bicycle and pedestrian safety for roadway and facility design guidelines and standards Local standards reference national best practices, but are static or out of date, with minimal customized design policies for pedestrian and bicycle accommodations Does not have a comprehensive design guidelines or standards for pedestrian or bicyclist treatments Bicycle Parking Requirements A bicycle parking ordinance is enforced for all development and a program is in place to install and maintain public bike parking in existing development A bicycle ordinance for off‐ street parking is in place but no requirement exists to install parking for existing development No bike parking ordinance or program in place Specific Plans, Overlay Zones, and Other Area Plans Bicyclist and pedestrian‐ oriented design, walkability, or placemaking is stressed in the plans Plans require bicycle and pedestrian accommodations, and placemaking Plans do not address bicyclist or pedestrian needs or do not exist Proactive Approach to Institutional Coordination Has identified obstacles and has implemented efforts to overcome barriers Has identified obstacles Does not have any identified obstacles Coordination with Schools Proactive coordination, including school siting for bikability and walkability, occurs Reactive coordination, to improve routes to schools, occurs No coordination with schools regarding bicycle or pedestrian access occurs Coordination with Emergency Response Emergency response is involved in all aspects of bicycle/pedestrian facility planning and design (including pilot testing), and they balance response times with bicyclist/pedestrian safety. Emergency response is involved in some aspects of bicycle/pedestrian facility planning and design Emergency response is not involved in bicycle/pedestrian facility planning and design Coordination with Health Agencies Coordinates with health agencies in the planning of pedestrian facilities and/or programs and collection of collision data Health agencies have programs to promote healthy lifestyles through active transportation Health agencies are not involved in bicycle/pedestrian safety or active transportation 4.1.a Packet Pg. 141 Attachment: 20 - 08 04 Agenda re CSSA Final Report (Final San Jacinto CSSA) (Complete Streets Safety Assessment Final Report) ____________________________________________________________________________ 21 TABLE 3-1: SUMMARY OF PROGRAMS, POLICIES, AND PRACTICES BENCHMARKING ANALYSIS FOR THE CITY OF SAN JACINTO Benchmark Topic Key Strength Enhancement Opportunity Coordination with Transit Agencies Bicycles are accommodated on all transit vehicles with no restrictions and with overflow capacity available. There are safe and comfortable routes for biking and walking to transit stops and stations. Bicycles are accommodated on buses only, with accommodation limited to rack capacity. Some transit stops and stations provide safe and comfortable routes for biking and walking access. Bicycles are not accommodated on transit. There are few bicycle and pedestrian accommodations for accessing transit stops and stations. Street Tree Requirements Has a street tree ordinance that improves pedestrian safety and access Has a street tree ordinance, but it does not improve pedestrian safety or access Does not have a street tree ordinance Pedestrian Safety Audit Program Has significant and ongoing programs that include regular walking audits Has no safety program, but has conducted walking audits sporadically Does not have a pedestrian safety program and has not conducted a walking audit Pedestrian and Bicycle Traffic Control Audit (Signs, Markings, and Signals) Maintains an inventory of pedestrian and bicycle signs, markings, and signals in GIS Has a limited inventory of signs, markings, and signals Does not have an inventory of signs, markings, and signals Economic Vitality Has several business improvement districts, an established façade improvement program, and progressive downtown parking policies Has a business improvement district, façade improvement program, or downtown parking policies Does not have business improvement districts, a façade improvement program, or downtown parking policies Pedestrian/Bicycle Coordinator Has a Coordinator on staff who manages the agency’s pedestrian and bicycle programs Occasionally uses a part‐ time contract coordinator Does not have a pedestrian/bicycle coordinator Traffic Calming Program Has a significant traffic calming program with a dedicated funding source Has a traffic calming program but no dedicated funding source Does not have a traffic calming program, or the program only includes speed humps Crosswalk Installation, Removal, and Enhancement Policies Has a crosswalk policy that reflects best practices for signalized and uncontrolled crosswalk treatments Has no policy, but has an established crosswalk installation, removal, and enhancement practice in place Does not have a policy or set practices for addressing crosswalk installation, removal, or enhancement 4.1.a Packet Pg. 142 Attachment: 20 - 08 04 Agenda re CSSA Final Report (Final San Jacinto CSSA) (Complete Streets Safety Assessment Final Report) ____________________________________________________________________________ 22 TABLE 3-1: SUMMARY OF PROGRAMS, POLICIES, AND PRACTICES BENCHMARKING ANALYSIS FOR THE CITY OF SAN JACINTO Benchmark Topic Key Strength Enhancement Opportunity Shared Mobility Services Has curbside management, shared mobility, or micromobility policies (e.g. permitting, enforcement) in place that prioritize pedestrian and bicyclist safety Has curbside management, shared mobility, or micromobility policies in place, but without a focus on safety No curbside management, shared mobility, or micromobility policies in place Complete Streets Policy Has a Complete Streets policy that applies to the development review process and assesses multimodal impact fees Has a Complete Streets policy only for public works projects Does not have a Complete Streets policy Roadway Surfaces Roadway resurfacing projects and debris removal are prioritized for bicycle routes. Roadway surface is acceptable on bicycle routes and routine maintenance, including debris removal, occurs. Roadway surface conditions are poor on some bicycle facilities and maintenance is not prioritized for bicycle facilities Traffic Signal and Stop Sign Warrants Uses relaxed warrants for traffic signals and/or all‐way stops Uses relaxed warrants for traffic signals or all‐way stops Uses MUTCD Warrants Sidewalk furniture or other sidewalk zone policies Design standards require implementation of the sidewalk zone system citywide. Does not allow apron parking or attached (unbuffered) sidewalks anywhere in the city. Design standards require implementation of the sidewalk zone system in some districts (e.g., CBD, neighborhood commercial, etc.). There are no design standards requiring implementation of the sidewalk zone system. Bicycling Supportive Amenities and Wayfinding Bicycle supportive amenities (parking, routing/wayfinding, water fountains, repair stations) are found community‐wide Some bicycle supportive amenities are found in key areas Bicyclist supportive amenities are very limited or not provided in the community Bicycling Safety Audit Program Has significant and ongoing programs which include bicycling audits Has some programs and may have conducted a bicycling audit Does not have bicycling safety audit programs Bike Ordinances (Sidewalk Riding) Local ordinances allow for context‐specific flexibility in sidewalk riding policies and enforcement (e.g. is there an adjacent bike facility?) Local ordinance does not include section on sidewalk riding Ordinances mandate that bikes are not allowed on sidewalks under any circumstances 4.1.a Packet Pg. 143 Attachment: 20 - 08 04 Agenda re CSSA Final Report (Final San Jacinto CSSA) (Complete Streets Safety Assessment Final Report) ____________________________________________________________________________ 23 TABLE 3-1: SUMMARY OF PROGRAMS, POLICIES, AND PRACTICES BENCHMARKING ANALYSIS FOR THE CITY OF SAN JACINTO Benchmark Topic Key Strength Enhancement Opportunity Transportation Demand Management (TDM) Programs Has a transit first policy, extensive TDM programs, and enforces parking cash out Has basic voluntary TDM programs but does not provide reduced fee transit passes Does not have a TDM program or policy Historic Sites Cultural and historic preservation plans include a wayfinding, bicycle, and walkability focus Historic areas have been identified, and pedestrian and bicycle access is addressed No plan is in place, and little consideration is given for pedestrian and bicycle access in historic areas 3.1 KEY STRENGTHS Implementation of Americans with Disabilities Act (ADA) Improvements Compliance with ADA guidelines is important not only to enhance community accessibility, but also to improve walking conditions for all pedestrians. In San Jacinto, a majority of intersections have ADA ramps. However, only a small number of ramps have truncated domes. Suggestion for Potential Improvement  Continue adding ADA ramps at intersections that currently lack them and increase the number of ramps that feature truncated domes. Public Involvement and Feedback Process Response to public concerns through public feedback mechanisms is a more proactive approach to enhancing bicycle and pedestrian safety compared with the conventional reactionary response to collisions. The City currently conducts outreach as part of the Active Transportation Program and the General Plan update process. In addition to hosting meetings at schools and other public venues, an online feedback portal allows members of the public to submit feedback digitally. Suggestion for Potential Improvement  Consider hosting regular community engagement opportunities around bicycle and pedestrian issues (e.g. farmers market booth).  Allow for specific bicycle and pedestrian safety feedback to be submitted through the 311 portal. 4.1.a Packet Pg. 144 Attachment: 20 - 08 04 Agenda re CSSA Final Report (Final San Jacinto CSSA) (Complete Streets Safety Assessment Final Report) ____________________________________________________________________________ 24 Active Transportation Plan This type of plan includes a large menu of policy, program, and practice suggestions, as well as site-specific (and prototypical) engineering treatment suggestions. A Bicycle (or Pedestrian/Bicycle) Master Plan documents a jurisdiction’s vision for improving walkability and pedestrian safety; establish policies, programs, and practices; and outline the prioritization and budgeting process for project implementation. Combining this with a Complete Streets Policy (described elsewhere in this report) would address other suggestions in this report. The City published an updated Trails Master Plan (TMP) in 2018 detailing existing walking, biking, and multi-use paths within San Jacinto’s streets and open spaces. The TMP also provides recommendations on how to successfully implement and maintain proposed corridor improvements. Suggestion for Potential Improvement  Implement the low-hanging projects in the Trails Master Plan and seek grant funding for major projects.  Pursue additional funding opportunities for improvements identified by the Trails Master Plan.  Include an updated evaluation of existing programmatic initiatives and identify clear strategies for implementation.  Provide regular updates to the Trails Master Plan, including bicycle facilities and design guidelines that address the needs of bicyclists and pedestrians of all ages and abilities. Pedestrian and Bicycle Safety Education Program Engineering treatments are often not enough on their own to realize full safety benefits associated with the treatment. Safety education programs complement engineering treatments and increase compliance. Education campaigns target people of all ages, especially school-age children where safe walking and biking habits may be instilled as lifelong lessons. The City offers pedestrian and bicycle safety education through Safe Routes to School (SRTS), including youth safety projects in schools funded through Office of Transportation Safety (OTS) grants. Youth are provided with bicycle helmets and are instructed in safe methods for crossing streets. Suggestion for Potential Improvement  Provide additional pedestrian and bicycle safety educational opportunities for adults and seniors.  Conduct formal education campaigns. These may include: advertisements on buses and bus shelters, community school courses, and public service announcements, among others. The Street Smarts program in San Jose, CA, provides a model pedestrian safety education program (see http://www.getstreetsmarts.org for details). 4.1.a Packet Pg. 145 Attachment: 20 - 08 04 Agenda re CSSA Final Report (Final San Jacinto CSSA) (Complete Streets Safety Assessment Final Report) ____________________________________________________________________________ 25 Enforcement Enforcement of pedestrian and bicycle right-of-way laws and speed limits is an important complement to engineering treatments and education programs. For the last five years, the City has used OTS grants to patrol for pedestrian violations by drivers, bicyclists, and pedestrians, finding that violations are fairly evenly distributed throughout the City. Suggestion for Potential Improvement  Use collision data to help determine enforcement needs related to specific locations and violation types.  Implement sustained bicycle and pedestrian safety enforcement efforts, including a focus on driver violations, and involve the media. Use enforcement as an opportunity for education by distributing pedestrian and bicycle safety pamphlets in-lieu of citations. The Miami-Dade Pedestrian Safety Demonstration Project provides a model for the role of media in the sustained effectiveness of enforcement. Information is available at: http://www.miamidade.gov/MPO/docs/MPO_ped_safety_demo_eval_report_200806.pdf.  Train officers in bicycle and pedestrian safety enforcement principles. The Madison, Wisconsin Department of Transportation has developed a DVD in collaboration with the Madison Police Department to train traffic officers in pedestrian and bicycle issues (for more information see http://www.walkinginfo.org/library/details.cfm?id=2865). The Bicycle Transportation Alliance in Portland, Oregon offers Pedestrian Safety Enforcement Training (for more information on this five-hour course see: http://www.bta4bikes.org/at_work/pedestriangrants.php).  Work to ensure that new enforcement activities do not result in disproportionate impacts on low-income communities and communities of color, that may already be subject to overpolicing. General Plan: Provision for Pedestrian and Bicycle Nodes A City’s General Plan is a key opportunity to establish the framework for pedestrian and bicycling orientation. The Circulation Element of the Plan typically assigns roadway typologies, which can include a layered network approach with prioritized corridors for transit, pedestrian, bicycle, and auto travel. Adding quantitative impact criteria related to pedestrian and bicycle infrastructure and helping to identify key activity centers for biking and walking improves the likelihood that those types of impacts are considered (and mitigations are funded). In 2018, the City published a Trails Master Plan (TMP) detailing existing pedestrian and bicycle nodes and identifying opportunities for the enhancement of these nodes, as well as potential infrastructure funding sources to finance enhancements. The TMP builds on the General Plan by laying out a concrete framework for achieving the goals outlined in the General Plan. Suggestion for Potential Improvement: The 3-E’s of Pedestrian Safety: Engineering Education Enforcement 4.1.a Packet Pg. 146 Attachment: 20 - 08 04 Agenda re CSSA Final Report (Final San Jacinto CSSA) (Complete Streets Safety Assessment Final Report) ____________________________________________________________________________ 26  Update the General Plan Circulation Element to include specific language to incorporate suggestions from the Trails Master Plan when reviewing new development projects.  Create an overlay district for pedestrian and bicycle nodes with special pedestrian- oriented and bicycle-oriented guidelines. Prioritize sidewalk and bikeway improvement projects in these nodes.  Establish quantifiable multi-modal service objectives that can be applied across all modes (e.g. person delay). General Plan: Densities and Mixed-Use Zones Planning principles contained in a City’s General Plan can provide an important policy context for developing bicycle-oriented and walkable areas. Transit-oriented development, higher densities, and mixed uses are important planning tools for pedestrian-oriented areas. The City is adding a mixed-use classification to its zoning code as part of its General Plan update, which will allow for higher densities in targeted areas. Mixed-use is not currently permitted under the existing zoning code. Suggestion for Potential Improvement  Encourage pedestrian-oriented development to facilitate multimodal trips.  Enhance bicycle and pedestrian-friendly goals, policies, and actions defined in the City’s General Plan, using the Trails Master Plan as the foundation. 3.2 ENHANCEMENT AREAS ADA Transition Plan for Streets and Sidewalks An ADA Transition Plan sets forth the process for bringing public facilities into compliance with ADA regulations. A Transition Plan could address public buildings, sidewalks, ramps, and other pedestrian facilities. An ADA Coordinator is typically responsible for administering the Plan. In San Jacinto, the position of ADA Coordinator is part of an engineer consultant role. The City’s ADA Transition Plan is anticipated to go into effect next year. Suggestions for Potential Improvement  Develop ADA improvement programs for facilities such as curb ramps and audible pedestrian signals. Create an inventory, prioritization plan, and funding source for such improvements where contextually appropriate.  Consider prioritizing sub-areas within the City that exhibit the greatest pedestrian activity. 4.1.a Packet Pg. 147 Attachment: 20 - 08 04 Agenda re CSSA Final Report (Final San Jacinto CSSA) (Complete Streets Safety Assessment Final Report) ____________________________________________________________________________ 27 Formal Advisory Committee Advisory committees serve as important sounding boards for new policies, programs, and practices. Responding to public concerns through public feedback mechanisms represents a more proactive and inclusive approach to bicycle and pedestrian safety compared to a conventional approach of reacting to collisions. San Jacinto has a Transportation Subcommittee, but this group does not meet regularly. The City Council makes transportation decisions, incorporating feedback from the Transportation Subcommittee when available. Suggestion for Potential Improvement  Encourage regular meetings of the Transportation Subcommittee.  Add a category to the City’s Citizen Request program related to bicycle and pedestrian safety.  Hold public meetings with established forums in the community such as churches, senior centers, or schools. Speed Limits and Speed Surveys As shown in the figure below, pedestrian fatality rates increase exponentially with vehicle speed. Thus, reducing vehicle speeds in bicycle or pedestrian zones may be one of the most important strategies for enhancing pedestrian safety. 4.1.a Packet Pg. 148 Attachment: 20 - 08 04 Agenda re CSSA Final Report (Final San Jacinto CSSA) (Complete Streets Safety Assessment Final Report) ____________________________________________________________________________ 28 Caltrans Policy Directive 09-04 provides the state and local municipalities with the authority to reduce the posted speed limit if an engineering and traffic study demonstrates that a different (lower) speed limit should be a better fit based on local conditions. The current requirements allow the setting of the speed limit to be based on rounding up or down to the nearest five mile per hour increment based on the 85th percentile speed of free-flowing traffic. School zone speed limits are a de facto 25 miles per hour, but can be reduced to 20 or 15 MPH under certain conditions. More information is available in the California Manual for Setting Speed Limits. San Jacinto utilizes a traffic consultant to set appropriate roadway speeds and reviews the crash history from the past 3 to 5 years to aid in identifying roadway speed limits in need of adjustment. The City also meets with local schools to address speeding issues in school zones and has implemented a lower posted speed limit for school zones. Suggestion for Potential Improvement  Consider pedestrian and bicycle volumes when setting speed limits and employ speed reduction engineering strategies in locations where speed surveys suggest traffic speeds are too high for pedestrian and bicycle safety.  Explore the use of 15 MPH school zones. Safe Routes to Schools Safe Routes to School (SRTS) programs encourage children to safely walk or bicycle to school. The Marin County Bicycle Coalition was an early champion of the concept, which has spread nationally (refer to best practices at www.saferoutestoschools.org). SRTS programs are important 4.1.a Packet Pg. 149 Attachment: 20 - 08 04 Agenda re CSSA Final Report (Final San Jacinto CSSA) (Complete Streets Safety Assessment Final Report) ____________________________________________________________________________ 29 both for increasing physical activity (and reducing childhood obesity) and for reducing morning traffic associated with school drop-off (as much as 30% of morning peak hour traffic). San Jacinto does not have an ongoing community-wide SRTS program, but has received funding to develop walking routes and provide educations services to youth in prior years. Suggestion for Potential Improvement  Establish an ongoing Safe Routes to School program.  Obtain grant funding. Funding for SRTS programs and/or projects is available at the state level through the Active Transportation Program and at the federal level (http://www.dot.ca.gov/hq/LocalPrograms/saferoutes/srts.htm). Funding A dedicated, annual funding stream for bicycle and pedestrian projects ensures that these types of projects will be implemented regularly. Dedicated funding also reflects the importance of bicycle and pedestrian projects to a jurisdiction. San Jacinto has been successful in obtaining funding for sidewalk widening and creating bike lanes close to schools and parks. However, the City does not have a dedicated annual funding stream for active transportation projects and depends on the awarding of grant funding for project implementation. Suggestion for Potential Improvement  Partner with other agencies and continue applying for grant funding; apply for infrastructure and non-infrastructure projects. Many of the strategies suggested here are appropriate for grant applications.  Establish a dedicated funding source for pedestrian, bicycle, and traffic calming projects. Collection of Pedestrian and Bicyclist Volumes Pedestrian and bicyclist volume data is important for prioritizing projects, developing collision rates, and determining appropriate bicycle and pedestrian infrastructure. San Jacinto collects pedestrian and bicycle volumes on an as-needed basis in support of active transportation projects. Suggestions for Potential Improvement  Routinely collect pedestrian and bicycle volumes by requiring them to be counted in conjunction with manual intersection turning movement counts.  Geocode pedestrian volume data with GIS software along with other data such as pedestrian control devices and collisions to analyze data for trends or hotspots related to pedestrian safety. 4.1.a Packet Pg. 150 Attachment: 20 - 08 04 Agenda re CSSA Final Report (Final San Jacinto CSSA) (Complete Streets Safety Assessment Final Report) ____________________________________________________________________________ 30 Inventory of Bikeways, Bike Parking, and Key Bicycle Opportunity Areas A GIS-based bicycle infrastructure inventory enables project identification and prioritization, as well as project coordination with new development, roadway resurfacing, etc. As part of the Trails Master Plan, the City has a robust and comprehensive inventory of the bikeway network. Suggestion for Potential Improvement:  Store the City’s inventory of bikeways, bike parking, and future bike improvements in a GIS format for quick mapping and sharing.  Include an inventory of existing and planned bikeways in the General Plan and on the City’s website. Inventory of Sidewalks, Informal Pathways, and Key Pedestrian Opportunity Areas A GIS-based sidewalk inventory enables project identification and prioritization, as well as project coordination with new development, roadway resurfacing, and so on. As part of the Trails Master Plan and other planning processes, the City has an inventory of some of the City’s pedestrian facilities. Suggestion for Potential Improvement:  Expand the inventory to include a comprehensive inventory informal pathways, crosswalks, sidewalks, curb ramps, and key pedestrian opportunity areas in the City.  Consider establishing a program to work with property owners to repair damaged sidewalks outside their property. This can be a condition for the sale of the property. Collision History and Collision Reporting Practices Safety is typically approached through both proactive and reactive measures. Identifying and responding to collision patterns on a regular basis is an important reactive approach to bicycle and pedestrian safety, which may be combined with other proactive measures. This is the traditional way most cities have approached safety. However, many are now looking to proactive strategies to address safety issues on a system-wide basis. This is often paired with a policy goal of getting to zero fatality or severe injury collisions (commonly referred to as “Vision Zero”). The City reviews collision data from the Statewide Integrated Traffic Records System (SWITRS) and the Transportation Injury Mapping System (TIMS) by request but does not review this data on a routine basis. The City relies on the County Sherriff to review collision data. Suggestion for Potential Improvement:  Adopt a data driven systemic safety approach, which would include a systems approach to identifying, prioritizing, and ultimately implementing safety countermeasures and/or a formal commitment to Vision Zero. 4.1.a Packet Pg. 151 Attachment: 20 - 08 04 Agenda re CSSA Final Report (Final San Jacinto CSSA) (Complete Streets Safety Assessment Final Report) ____________________________________________________________________________ 31  Work with elected officials and department heads to adopt a Vision Zero policy formally stating the City’s commitment to reducing the number of traffic-related fatalities and severe injuries to zero.  Develop a high injury network map, which identifies streets with a high concentration of severe injuries and deaths, with an emphasis on those involving people walking.  Additionally, with sufficient pedestrian volume data, the City could prioritize collision locations based on collision rates (i.e., collisions/daily pedestrian volume), a practice that results in a more complete safety needs assessment. Treatments could then be identified for each location and programmatic funding allocated in the City’s Capital Improvements Program (CIP). Existing Bike Network Innovative features such as cycle tracks, bicycle boulevards, colored bike lanes, and buffered bike lanes decrease the level of traffic stress experienced by bicyclists and appeal to a wide range of bicyclists. Level of Traffic Stress refers to the level of comfort or discomfort a bicyclist might experience. Research conducted by the Mineta Institute in San Jose establishes levels of traffic stress on a scale for 1 to 4 with LTS 1 at the level that most children can tolerate and LTS 4 at the level characterized by “strong and fearless” cyclists (see: http://transweb.sjsu.edu/project/1005.html). A bicycle network that is attractive to the majority of the population would have low stress and high connectivity. The City published an updated Trails Master Plan (TMP) in 2018 detailing existing on-street bicycle facilities and multi-use paths. The TMP also provides recommendations on how to successfully implement and maintain proposed corridor improvements. Suggestion for Potential Improvement  Continue to identify funding sources and implement the proposed projects identified in the Trails Master Plan.  Refer to FHWA Separated Bike Lane Planning and Design Guide, MassDOT Separated Bike Lane Guide, NACTO Urban Street Guide, and NACTO Urban Bikeway Guide as design guidelines for bicycle and pedestrian treatments.  Conduct Level of Traffic Stress assessment of existing and proposed bikeways to help prioritize proposed projects. Bike Network Implementation Practices Evaluating existing and future bikeways in terms of Level of Traffic Stress (LTS) could help prioritize cost-effective treatments that have the highest impact. The City considers space constraints related to available right-of-way and access to jobs and recreation centers when prioritizing bike network treatments including traffic calming measures. 4.1.a Packet Pg. 152 Attachment: 20 - 08 04 Agenda re CSSA Final Report (Final San Jacinto CSSA) (Complete Streets Safety Assessment Final Report) ____________________________________________________________________________ 32 Suggestion for Potential Improvement  Evaluate the existing bicycle network in terms of Level of Traffic Stress (LTS) according to the Mineta Institute methodology and prioritize segments in the designated bicycle network with high traffic stress.  Install a network of low stress bikeways, such as protected bike lanes, bike lanes on calm streets, and bicycle boulevards.  Install protected intersections and similar treatments and major intersections of the bikeway network.  Prioritize bicycle projects to align with roadway resurfacing and projects that are near school site.  Secure enough funding for repaving and other complete streets projects to allow for installation of protected bike facilities and intersection improvements. Design Guidelines and Standards Design policies and development standards can improve the biking and walking experience, encourage active transportation use, enhance economic vitality, and offer funding opportunities for bicycle and pedestrian improvements. The City of San Jacinto utilizes the MUTCD and AASHTO guidelines as its standard for the development of bikeways and has implemented treatments including curb extensions, extended crossing time, Rectangular Rapid Flashing Beacons (RRFBs), Pedestrian Hybrid Beacons (PHBs), and others. In new developments, the City limits the construction of driveways, increases bike parking, and utilizes pedestrian access standards. However, treatments are implemented on a case by case basis rather than holistically. Suggestion for Potential Improvement  Update and implement comprehensive design guidelines and standards for pedestrian and bicycle treatments.  Use national best practices focused on bicycle and pedestrian safety for roadway and facility design guidelines and standards and consider adopting them as City guidance: – NACTO Urban Bikeway Guide, 2nd Edition https://nacto.org/publication/urban- bikeway-design-guide/ – NACTO Urban Street Design Guide: http://www.nyc.gov/html/dot/downloads/pdf/2012-nacto-urban-street-design- guide.pdf – CROW Design Manual for Bicycle Traffic (Netherlands) – FHWA Separated Bike Lane Planning and Design Guide https://nacto.org/wp-content/uploads/2016/05/2-4_FHWA-Separated-Bike-Lane- Guide-ch-5_2014.pdf – MassDOT Separated Bike Lane Planning & Design Guide 4.1.a Packet Pg. 153 Attachment: 20 - 08 04 Agenda re CSSA Final Report (Final San Jacinto CSSA) (Complete Streets Safety Assessment Final Report) ____________________________________________________________________________ 33 https://www.mass.gov/lists/separated-bike-lane-planning-design-guide – ITE Recommended Design Guidelines to Accommodate Pedestrians and Bicycles at Interchanges – AASHTO Guide for the Development of Bicycle Facilities https://nacto.org/wp-content/uploads/2015/04/AASHTO_Bicycle-Facilities- Guide_2012-toc.pdf – AASHTO Guide for the Planning, Design, and Operation of Pedestrian Facilities https://transops.s3.amazonaws.com/uploaded_files/Update%20of%20the%20AA SHTO%20Guide%20for%20the%20Planning%2C%20Design%2C%20and%20O peration%20of%20Pedestrian%20Facilities.pdf Bicycle Parking Requirements Safe and convenient bicycle parking is essential for encouraging bicycle travel (especially in-lieu of vehicle travel). Bicycle parking can also facilitate last-mile connections between two modes, such as bicycle parking at a transit station. To be effective, bicycle parking needs to be visible and secure and have enough capacity to accommodate bicycle demand, both long-term and short-term. Long-term and short-term parking can be implemented through a bicycle parking ordinance as in the City of Oakland (see details at: http://www2.oaklandnet.com/Government/o/PWA/o/EC/s/BicycleandPedestrianProgram/OAK02 4596). In San Jacinto, public bicycle racks are provided in public spaces, particularly in parks, and some locations have implemented bike lockers. However, no requirement exists to install bicycle parking for existing private developments. Suggestion for Potential Improvement:  Implement short-term and long-term, secured bicycle parking at all new development, consistent with the APBP Bicycle Parking Guidelines, 2nd edition.  Site bicycle racks to be convenient for bicyclists, out of the way of pedestrians, and with good visibility for security, consistent with the APBP Bicycle Parking Guidelines, 2nd edition. Consider on-street bicycle parking options, where sidewalk space is limited.  Consider security enhancements of parked bikes, such as additional lockers and caged areas with limited access, as well as valet and attended parking at events or transit stations.  Consider bicycle parking standards dependent on the land use. For example, a relaxed standard could be applied for outlying industrial uses and a higher standard could be applied for high volume retail uses or mixed use areas. Specific Plans, Overlay Zones, and Other Area Plans The City has a Trails Master Plan (TMP) that details existing bicycle and pedestrian facilities and provides recommendations for the enhancement of existing facilities as well as the development of new facilities. The TMP also identifies potential funding sources to finance future 4.1.a Packet Pg. 154 Attachment: 20 - 08 04 Agenda re CSSA Final Report (Final San Jacinto CSSA) (Complete Streets Safety Assessment Final Report) ____________________________________________________________________________ 34 enhancements. Additionally, all parks and trails within the City have a pedestrian focus to make walking both comfortable and safe. Suggestions for Potential Improvement  Stress bicyclist and pedestrian-oriented design, walkability, and/or placemaking in all new specific plans, overlay zones, and other area plans. Proactive Approach to Institutional Coordination Institutional coordination associated with multiple agencies is necessary because of non-local control of right-of-way and differing policies regarding pedestrian and bicyclist accommodation. For example, Caltrans policies have historically discouraged proposals for curb extensions, wider sidewalks, and other pedestrian-oriented improvements. The City of San Jacinto has been very proactive in its coordination with the City of Hemet, but has encountered obstacles in coordinating with Caltrans regarding infrastructure that is under Caltrans jurisdiction. Suggestions for Potential Improvement  Seek opportunities to collaborate with local schools and transit agencies to improve pedestrian safety around schools and transit stops.  Identify pathways for improved coordination with Caltrans for infrastructure under its jurisdiction. Coordination with Schools Neighborhood-sized schools, as opposed to mega schools on the periphery, are a key ingredient for encouraging walking and bicycling to school. In addition, pedestrian and ADA improvements could be prioritized near schools. The City does not have a formal policy to encourage neighborhood-sized schools. Suggestion for Potential Improvement  Work with the local school districts to establish a policy on neighborhood-sized and oriented schools as part of a Safe Routes to School policy.  Work with the school districts to promote suggested SRTS walking routes to schools and address potential barriers to pedestrian or bicycle access. Coordination with Emergency Response Emergency response requires special roadway design considerations that sometimes conflict with bicycle and pedestrian treatments. One example is the design of turning radii at intersections. Bicyclists and pedestrians benefit from the reduced vehicle speeds of smaller radii, but larger 4.1.a Packet Pg. 155 Attachment: 20 - 08 04 Agenda re CSSA Final Report (Final San Jacinto CSSA) (Complete Streets Safety Assessment Final Report) ____________________________________________________________________________ 35 vehicles, such as fire trucks, have more difficulty performing the turn within the smaller space. These conflicts require consensus building between the City and the respective departments. Consensus building could include pilot testing of alternative treatments, such as a model traffic circle in an open field. The City coordinates with emergency response providers on specific projects on a case by case basis, rather than in all aspects of bicycle and pedestrian facility planning and design. The City has indicated that no new speed humps have been installed for four years because of concerns from the Police and Fire departments. Suggestion for Potential Improvement  Involve emergency response providers in all aspects of bicycle and pedestrian facility planning and design.  Balance the trade-off between traffic calming treatments such as roundabouts or partial street closures and longer emergency response times.  Encourage emergency and transit responders to participate in test runs of roadway designs that are aimed to reduce speed and improve bicycling access. Coordination with Health Agencies Involving non-traditional partners such as public health agencies, pediatricians, etc., in the planning or design of pedestrian and bicycle facilities may create opportunities to be more proactive with pedestrian and bicycle safety, identify pedestrian and bicycle safety challenges and education venues, and secure funding. Additionally, under-reporting of pedestrian-vehicle and bicycle-vehicle collisions could be a problem that may be partially mitigated by involving the medical community in pedestrian and bicycle safety planning.3 The City does not routinely coordinate with health agencies or professionals in the planning and design of pedestrian and bicycle facilities at times. Suggestion for Potential Improvement:  Seek opportunities for technical collaboration and funding with first responders, public health and health care professionals. Coordination with Transit Agencies Providing safe and comfortable biking and walking routes to transit stops and stations, and the ability to take bicycles on-board transit vehicles increases the likelihood of multi-modal trips. 3 Sciortino, S., Vassar, M., Radetsky, M. and M. Knudson, “San Francisco Pedestrian Injury Surveillance: Mapping, Underreporting, and Injury Severity in Police and Hospital Records,” Accident Analysis and Prevention, Volume 37, Issue 6, November 2005, Pages 1102-1113 4.1.a Packet Pg. 156 Attachment: 20 - 08 04 Agenda re CSSA Final Report (Final San Jacinto CSSA) (Complete Streets Safety Assessment Final Report) ____________________________________________________________________________ 36 The City is involved in ongoing coordination with Riverside Transit Agency (RTA) to provide bus stop amenities and safe routes to transit stops. The City coordinated with RTA and Riverside County Flood Control in the development of the Trails Master Plan. Additionally, a San Jacinto City councilmember sits on the RTA’s board. Suggestion for Potential Improvement:  Update the City’s bicycle information to highlight connections with transit and to communicate that transit options also accommodate bikes on-board transit vehicles (when rack space is available). Street Tree Requirements Street trees enhance the pedestrian environment by providing shade and a buffer from vehicles. Street trees may also enhance property values, especially in residential neighborhoods. However, street trees, when improperly selected, planted, or maintained, may cause damage to adjacent public utilities. The City does not currently have street tree requirements that are focused on improving shade in the pedestrian realm. Suggestion for Potential Improvement  Update the Street Tree Ordinance to provide guidance on permissible tree types, selected to improve the pedestrian realm, and permitting requirements, also specifying a requirement for the planting of trees for land development. Pedestrian Safety Audit Program Walking audits provide an interactive opportunity to receive feedback from key stakeholders about the study area and to discuss the feasibility of potential solutions. They can be led by City staff, advocacy groups, neighborhood groups, or consultants. The City does not currently have a pedestrian safety program and has not regularly conducted a walking audit, but has conducted audits in the past as part of the ATP funding process. Suggestion for Potential Improvement  Plan regular formalized walking audits with multi-disciplinary partners to assess San Jacinto’s walking environment and identify potential improvements. Pedestrian and Bicycle Traffic Control Audit (Signs, Markings, and Signals) The 2009 Federal Manual of Uniform Traffic Control Devices (MUTCD) requires the installation of countdown pedestrian signals for all new signals. Replacing traffic signal bulbs with LED bulbs is also suggested to increase visibility and improve efficiency. 4.1.a Packet Pg. 157 Attachment: 20 - 08 04 Agenda re CSSA Final Report (Final San Jacinto CSSA) (Complete Streets Safety Assessment Final Report) ____________________________________________________________________________ 37 The California edition of the Manual of Uniform Traffic Control Devices (MUTCD) requires installation of bike detection at all actuated signals. Bike detection decreases delay and inconvenience of bicyclists at low volume intersections. San Jacinto maintains a GIS inventory of signs and markings based on specific plans, but does not currently have a comprehensive inventory of these pieces of infrastructure. San Jacinto does maintain an inventory of signals. Suggestion for Potential Improvement  Include maintenance records within the GIS database inventory of signs and markings.  Develop a sign and traffic control device inventory, including information about which are CA MUTCD compliant.  Develop a proactive monitoring program for ensuring the quality and proper functioning of traffic control devices. Economic Vitality Improving bicycle and pedestrian safety and walkability can enhance economic vitality. Similarly, enhancing economic vitality through innovative funding options such as Business Improvement Districts (BIDs), parking management, and facade improvement programs can lead to more active areas and encourage walking and bicycling. San Jacinto does not have BIDs but has established a central business district at the intersection of San Jacinto Avenue and Main Street. The City does have a façade improvement program, but does not currently have a parking management. Suggestion for Potential Improvement  Improve the built environment in business areas through BIDs and the development and implementation of a parking plan for the downtown area.  Use wayfinding, walking routes, and events to encourage economic activity throughout the City. Sample store facades 4.1.a Packet Pg. 158 Attachment: 20 - 08 04 Agenda re CSSA Final Report (Final San Jacinto CSSA) (Complete Streets Safety Assessment Final Report) ____________________________________________________________________________ 38 3.3 OPPORTUNITY AREAS Pedestrian/Bicycle Coordinator A pedestrian/bicycle coordinator provides guidance for pedestrian/bicycle planning efforts and oversees implementation of plans. In a sampling of pedestrian-oriented California cities, a common denominator among cities (with a population over 100,000) is a full-time pedestrian/bicycle coordinator. San Jacinto does not have a dedicated Pedestrian/Bicycle Coordinator, but takes the Trails Master Plan into consideration when planning and designing roadway projects. Suggestion for Potential Improvement  Designate a staff member to fill the role of Pedestrian/Bicycle Coordinator to include interdepartmental coordination, grant writing, and staff liaison to local non-profits, advocacy groups, and schools. Traffic Calming Program Neighborhood Traffic Management Programs (NTMP) and policies set forth a consensus threshold on neighborhood requests and approvals, as well as standard treatments and criteria. San Jacinto reviews and evaluates routine requests for speed bumps on a case-by-case basis but hires a traffic consultant several times a year to evaluate larger requests for issues with crosswalks, posted speed limits, and others. Suggestion for Potential Improvement  Consider creating a traffic calming policy and toolbox beyond speed bumps to help guide decisions on and streamline the request process.  Work to establish a dedicated funding source for traffic calming projects.  Refer to the following resources for traffic calming best practices: – www.trafficcalming.org – Traffic Calming Guidelines from the City of Danville (http://www.danville.ca.gov/Your_Community/Traffic_Concerns.aspx  Expand the City’s traffic calming options to include tools such as raised crosswalks, raised intersections, chicanes, and traffic diverters.  Expand the City’s practices to include proactive traffic calming measures instead of only responding to community requests. The City could consider allocating a portion of funding to proactive traffic calming, such as on bicycle boulevard streets or safe routes to schools, and then allocate the remaining funding to react to specific community requests. 4.1.a Packet Pg. 159 Attachment: 20 - 08 04 Agenda re CSSA Final Report (Final San Jacinto CSSA) (Complete Streets Safety Assessment Final Report) ____________________________________________________________________________ 39 Crosswalk Installation, Removal, and Enhancement Policies A formal policy for crosswalk installation, removal, and enhancement provides transparency in decision-making and adopts best practices in pedestrian safety and accommodation. The City currently does not have a crosswalk policy in place and makes decisions regarding crosswalks on a case-by-case basis. However, the City is interested in developing a set of policies for crosswalk installation, removal, and enhancement. Figure 3-1 below provides a sample crosswalk decision tool that can be employed to determine locations where marked uncontrolled crossings are appropriate. Once the decision to provide a marked crossing has been made, a decision on the type of crossing would be based on the following table. Figure 3-2 provides guidance on the types of appropriate crossing and enhancement treatments that are appropriate based on that location’s number of lanes, average daily traffic, posted speed limit, and presence of a raised median. These samples should be studied further before application to local conditions. Suggestion for Potential Improvement  Ensure the crosswalk policy reflects best practices and recent research with respect to the installation, removal, and enhancement of crosswalks. This includes removing crosswalks only as a last resort and providing midblock crossings where they serve pedestrian desire lines. This policy may consider adopting the “triple four” crosswalk striping treatment as used in Sacramento and other jurisdictions in California.  Include criteria for installing crosswalk enhancements, such as flashing beacons, in- roadway warning lights, or in-roadway pedestrian signs for both signalized locations and unsignalized locations (refer to FHWA Field Guide for Selecting Countermeasures at Uncontrolled Pedestrian Crossing Locations). Standard Crosswalk Marking Patterns Image source: FHWA, Planning and Designing for Pedestrian Safety Course, 2008 4.1.a Packet Pg. 160 Attachment: 20 - 08 04 Agenda re CSSA Final Report (Final San Jacinto CSSA) (Complete Streets Safety Assessment Final Report) ____________________________________________________________________________ 40 Figure 3-1: Sample Feasibility Analysis for Treatments at Uncontrolled Locations 4.1.a Packet Pg. 161 Attachment: 20 - 08 04 Agenda re CSSA Final Report (Final San Jacinto CSSA) (Complete Streets Safety Assessment Final Report) ____________________________________________________________________________ 41 Figure 3-2: Application of Pedestrian Crash Countermeasures by Roadway Feature Shared Mobility Services Shared mobility services are transportation services – typically offered by private companies – that offer ride-hail services (e.g. Lyft or Uber) for both solo and pooled trips, bike share, and scooter share. Policies for shared mobility services can allow cities to encourage, prohibit, or direct how they want shared mobility to work in their city. They can allow for curb space management and clear organization of sidewalk space, and encourage (or discourage) private vendors to come to the city. Curb space management is a practice that requires curb access to be planned, designed, operated, and maintained to enable curb utilization with safe, convenient, and multimodal access for all transportation users. Image source: FHWA, Field Guide for Selecting Countermeasures at Uncontrolled Pedestrian Crossing Locations, 2018 4.1.a Packet Pg. 162 Attachment: 20 - 08 04 Agenda re CSSA Final Report (Final San Jacinto CSSA) (Complete Streets Safety Assessment Final Report) ____________________________________________________________________________ 42 San Jacinto currently does not have policies related to shared mobility services or curbspace management. Suggestion for Potential Improvement  Adopt a citywide curb management policy to designate how the City will prioritize and proactively plan for curb uses (e.g. parking, passenger loading, commercial loading, ADA loading and parking, bicycle parking, bus-only lanes) in commercial areas and to make sure that the curb has the highest and best use of space.  Develop a micromobility policy (e.g. permitting, enforcement) in place to prioritize pedestrian and bicyclist safety and keep the sidewalk organized, accessible, and usable for people of all abilities. Complete Streets Policy Complete Streets Policies accommodate all modes of travel and travelers of all ages and abilities. The City does not currently have a Complete Streets policy or plan, although this is being considered as part of the next General Plan update. Suggestion for Potential Improvement  Adopt a Complete Streets Policy that identifies strategies for planning and designing for all travel modes. This policy could include a checklist for use during development application review.  The National Complete Streets Coalition has developed several resources for creating a complete streets policy and implementing such a policy:  Complete Streets Local Policy Workbook: https://smartgrowthamerica.org/resources/complete-streets-local-policy-workbook/  Complete Streets Implementation: A Resource Appendix: https://smartgrowthamerica.org/resources/complete-streets-implementation-a- resource-appendix/  Evaluating Complete Streets Projects: A Guide for Practitioners: https://smartgrowthamerica.org/resources/evaluating-complete-streets-projects-a- guide-for-practitioners-2/ Roadway Surfaces The quality of a roadway surface along bikeways is an important consideration when choosing to bike. Rough surface in a bike lane creates an uncomfortable bicycling experience and may also pose safety hazards. The City does not currently consider bicycle and pedestrian projects when resurfacing roadways but intends to begin doing so as part of the implementation of the Trails Master Plan. Suggestion for Potential Improvement: 4.1.a Packet Pg. 163 Attachment: 20 - 08 04 Agenda re CSSA Final Report (Final San Jacinto CSSA) (Complete Streets Safety Assessment Final Report) ____________________________________________________________________________ 43  Evaluate roadway surface quality of roadways with bicycle lanes and bicycle routes. Prioritize maintenance of roadways where bicycle facilities are present.  Prioritize debris removal on roadways where bicycle facilities are present. Traffic Signal and Stop Sign Warrants Providing all-way stop or signal control at an intersection may improve pedestrian safety by reducing speeds and controlling pedestrian-vehicle conflicts. Installing bicycling signals and limiting stop signs on bicycle routes may enhance bicycle mobility and safety. The MUTCD defines warrants for installing signals and stop signs. San Jacinto relies on engineering judgement for the installation of new traffic signals and stop signs for low-volume intersections and utilizes the MUTCD requirements for evaluating intersection involving major streets. Some jurisdictions may choose to define relaxed pedestrian criteria to encourage pedestrian safety. Best practices for stop-sign warrant application include:  Requiring a collision history of three instead of five collisions based on routine underreporting  Reducing traffic volume thresholds based on latent demand  Providing consideration for school children, pedestrians and traffic speeds Suggestion for Potential Improvement  Develop relaxed City-specific signal and stop sign warrants that are bicycle and pedestrian friendly Sidewalk furniture or other sidewalk zone policies Street furniture encourages walking by accommodating pedestrians with benches to rest along the route or wait for transit; trash receptacles to maintain a clean environment; street trees for shade, and so on. Uniform street furniture requirements also enhance the design of the pedestrian realm and may improve economic vitality. San Jacinto does not have specific sidewalk furniture or sidewalk zone policies that prioritize pedestrian safety and access on all sidewalks citywide. Suggestion for Potential Improvement  Adopt a Street Furniture or Sidewalk Zone Ordinance to include locations and furniture amenities other than those associated with transit stops, to prioritize pedestrian safety, access, and pedestrian-serving amenities citywide. Bicycling Supportive Amenities and Wayfinding In addition to designating roadway or paths in a bicycle network, supportive amenities (including parking, water fountains, and maintenance stations) can encourage bicycling. Wayfinding can 4.1.a Packet Pg. 164 Attachment: 20 - 08 04 Agenda re CSSA Final Report (Final San Jacinto CSSA) (Complete Streets Safety Assessment Final Report) ____________________________________________________________________________ 44 both encourage bicycling and enhance safety by navigating cyclists to facilities that have been enhanced for bicyclist use or to local retail opportunities for economic growth. Currently, San Jacinto does not have bicycling supportive amenities or wayfinding signs. Suggestion for Potential Improvement:  Develop a pilot program for bicycle supportive amenities at key locations in the city, such as transit stops, schools, and downtown, to include bicycle fix-it stations, water fountains, and similar amenities  Create and deploy a bicycle wayfinding strategy citywide  Develop a Biking Guide that includes a City’s Bike Map and bicycle locker and rack locations. Bicycle Safety Audit Program When City staff and key stakeholders ride along study corridors and experience key route and crossing challenges and best practices, consensus is more readily reached on a vision and action plan for safety enhancements. The City does not have a formal bicycle safety audit program. Suggestion for Potential Improvement  Conduct regular bicycling audits.  Consider developing a City-wide bicycle safety program.  Routinely conduct bicycle safety audits of key corridors throughout the City, including those with recent improvements, those with heavy bicycle demand, and those with high collision rates.  Collaborate with schools on projects beyond the school district boundaries. Bike Ordinances (Sidewalk Riding) Local ordinances that allow for context-specific flexibility in sidewalk riding policies and enforcement, such as permitting sidewalk riding on sidewalks of a certain width or when an on- street facility is absent, provide people with options for safe bicycle travel. The City has an ordinance that prohibits bicyclists from riding on sidewalks. Suggestion for Potential Improvement  Consider an ordinance edit to allow for sidewalk riding where the sidewalk is wide enough to accommodate it and there is no adjacent on-street facility. 4.1.a Packet Pg. 165 Attachment: 20 - 08 04 Agenda re CSSA Final Report (Final San Jacinto CSSA) (Complete Streets Safety Assessment Final Report) ____________________________________________________________________________ 45 Transportation Demand Management (TDM) Programs TDM programs encourage multimodal travel by incentivizing non-automobile options. As new development occurs, TDM programs can be expanded, formalized, and strengthened. San Jacinto does not currently have a TDM policy or programs. However, Riverside Transit Agency offers discounted transit passes to students and seniors. Suggestions for Potential Improvement  Establish voluntary TDM programs with the option for reduced fee transit passes. Consider enforcing a parking cash out program. Historic Sites Historic walking routes or bike trails, such as the Freedom Trail in Boston, encourage active transportation and enhance economic vitality. San Jacinto provides limited signage to access public destinations including the library but has no plan in place to address bicycle and pedestrian access to historic sites. Suggestion for Potential Improvement  Identify key historic destinations throughout the City and address bicycle and pedestrian access to these sites via wayfinding and the establishment of dedicated walking and biking routes. 4.1.a Packet Pg. 166 Attachment: 20 - 08 04 Agenda re CSSA Final Report (Final San Jacinto CSSA) (Complete Streets Safety Assessment Final Report) ____________________________________________________________________________ 46 4. WALKING AUDIT RESULTS AND SUGGESTIONS This Chapter presents the observations and project suggestions made during the walking audit conducted in the City of San Jacinto on June 5, 2019. The project suggestions are based on best practices and discussions with the participant group regarding local needs and feasibility. Walking audits are typically conducted to understand the needs, issues, and opportunities associated with walking and biking in the study area. Participants walk the corridor as a group and may come from different backgrounds: City staff across departments, community residents, and other stakeholders. During a walking audit, positive practices are observed and issues and opportunity areas are noted. Observations are based on how motorists are behaving around pedestrians and bicyclists and how pedestrians and bicyclists are behaving, especially at intersections (for example, if pedestrians are crossing at unmarked locations to avoid certain intersections, why might they feel the need to do so?). For each opportunity area, the group discusses suggested projects to address pedestrian and bicycle safety concerns. Walking audits are highly interactive, with many observations and “teachable moments” explored during the walk. They are a means of observing and learning how to “see through the eyes of the pedestrian.” The suggested projects in this report are based on limited field observations and general knowledge of best practices in pedestrian design and safety. As this report is conceptual in nature, the City may conduct more detailed studies before finalizing and implementing any physical changes. Conditions may exist in the focus areas that were not observed and are not compatible with the suggestions in this report. City staff may conduct further analysis to refine or discard the suggested projects in this report if they are contextually inappropriate or do not improve pedestrian safety or accessibility due to conditions including, but not limited to, high vehicular traffic volume or speeds, physical limitations on space or sight distance, or other unsafe conditions. 4.1.a Packet Pg. 167 Attachment: 20 - 08 04 Agenda re CSSA Final Report (Final San Jacinto CSSA) (Complete Streets Safety Assessment Final Report) ____________________________________________________________________________ 47 4.1 Selection of Focus Areas The evaluation team worked with City staff to select focus areas for the walking audits based on the following criteria:  Demonstrated pedestrian and bicyclist safety concerns near existing schools  Collision hot spot locations  Key commercial corridors  Availability of prototypical sites for broader Citywide application of safety projects The walking audit focus areas are shown in Figure 4-1. Four focus areas were selected for analysis: 1. San Jacinto Avenue & Midway Street 2. San Jacinto Avenue between Esplanade Avenue and Commonwealth Avenue 3. San Jacinto Avenue & 7th Street 4. Megan Cope Elementary School The following sections present the key issues identified during the walking audit, along with suggested projects responding to the issues at each site. Focus area summary graphics, with a compilation of all project options, have been prepared. 4.1.a Packet Pg. 168 Attachment: 20 - 08 04 Agenda re CSSA Final Report (Final San Jacinto CSSA) (Complete Streets Safety Assessment Final Report) ____________________________________________________________________________ 48 Figure 4-1 Walking Audit Locations 4.1.a Packet Pg. 169 Attachment: 20 - 08 04 Agenda re CSSA Final Report (Final San Jacinto CSSA) (Complete Streets Safety Assessment Final Report) ____________________________________________________________________________ 49 4.2 San Jacinto Avenue & Midway Street San Jacinto Avenue consists of four travel lanes and a center turn lane. It has a posted speed of 40 mph. Midway Street is a two-lane roadway with a posted speed of 35 mph to the west of San Jacinto Avenue, and 25 mph to the east of San Jacinto Avenue. The intersection at Midway Street is side-street stop- controlled. Three active transportation collisions resulting in a severe injury occurred at this intersection between 2015 and 2018 – two involved a bicyclist and one involved a pedestrian. Just north of the intersection, a pedestrian was killed in 2016. Observations  Vehicles travel at high speeds on San Jacinto Avenue  Long gaps in the sidewalk are present on both sides of San Jacinto Avenue, and people were observed walking in the street  In front of the cemetery, south of Midway Street, the sidewalk is narrow, with obstructions, such as utility poles in the path of travel  Along this section of San Jacinto Avenue, there is no marked crossing for more than half a mile  Visibility issues for drivers may be present due to the slope of San Jacinto Avenue  Between Midway Street and the cemetery to the south, there is no roadway lighting on either side of the street (more than 800 ft)  There are no bike facilities present Suggested Improvements To improve pedestrian and bicyclist safety at San Jacinto Avenue and Midway Street, the following improvements are suggested:  Along San Jacinto Avenue: o Install roadway lighting at regular intervals along the corridor, including at pedestrian crossings o In the short-term, install new sidewalks to fill in sidewalk gaps where sufficient right-of-way exists 4.1.a Packet Pg. 170 Attachment: 20 - 08 04 Agenda re CSSA Final Report (Final San Jacinto CSSA) (Complete Streets Safety Assessment Final Report) ____________________________________________________________________________ 50 o In the long-term, install new sidewalks and widen existing sidewalks in locations where right-of-way acquisition and utility work may be required  At the intersection of San Jacinto Avenue and Midway Street: o Consider signalizing the intersection, if warranted o Include high visibility crosswalks, advance stop bars, and dual curb ramps as part of the potential signal project  To the north and south of Midway Street, consider installing Pedestrian Hybrid Beacons, enhanced with pedestrian refuge islands and high visibility crosswalks, to provide additional safe crossing opportunities  Designate Santa Fe Avenue (parallel to San Jacinto Avenue) as a bicycle route and make bicycle facility and traffic calming upgrades, per the Trails Master Plan Figure 4-2 displays these suggestions on a map. 4.1.a Packet Pg. 171 Attachment: 20 - 08 04 Agenda re CSSA Final Report (Final San Jacinto CSSA) (Complete Streets Safety Assessment Final Report) San Jacinto AveMidway Ave LONG-TERM Install new sidewalks where gaps exist on east side of San Jacinto Ave, as pedestrians currently walk in the roadway. Figure san jacinto avenue & midway Street 4-2 Project Options Consider signalizing the intersection of San Jacinto Avenue and Midway Avenue, if warranted, to help mitigate broadside and turning movement collisions at this location. Pedestrian crossing enhancements, such as high-visibility crosswalks, advance stop bars, and dual curb ramps can be made in conjunction with the signal. Consider installing Pedestrian Hybrid Beacons, enhanced with pedestrian refuge islands, and high-visibility crosswalks north and south of the intersection at Midway Ave. The current distance between marked crossings is more than ½ mile. Install roadway lighting at regular intervals along the corridor. Enhance new pedestrian crossing locations with roadway lighting positioned in front of the crosswalk on each approach. High-speed vehicles and limited right-of-way on San Jacinto Avenue present challenges in accommodating new bicycle infrastructure. Per the Trails Master Plan, Santa Fe Avenue can provide a parallel route for bicyclists, with upgrades to prioritize bicycle travel. Coordinate installation of traffic calming facilities such as traffic circles, diverters, and wayfinding signage. Reduce travel lane widths to accommodate bike lanes. Add buffer where excess right-of-way exists. SHORT-TERM Install new sidewalks where gaps and sufficient right-of-way exist on west side of San Jacinto Ave to improve continuous pedestrian connections and improve access for people using mobility assistance devices. LONG-TERM Widen the sidewalk to 5-6 feet wide on the west side of street in front of the cemetery, where the sidewalk is currently very narrow and poles are located in the pedestrian zone. This project may require undergrounding utilities. Conceptual, Not For Construction. Detailed Analysis and Engineering Design Required. 4.1.a Packet Pg. 172 Attachment: 20 - 08 04 Agenda re CSSA Final Report (Final San Jacinto CSSA) (Complete Streets Safety ____________________________________________________________________________ 52 4.3 San Jacinto Avenue between Esplanade Avenue and Commonwealth Avenue San Jacinto Avenue consists of five travel lanes and a median/center turn lane. It has a posted speed of 40 mph. Commonwealth Avenue, a three lane divided roadway with a median, meets San Jacinto Avenue at a t-intersection. Esplanade Avenue has four travel lanes, a center median and turn-lane, and a posted speed of 40 mph. Both intersections are signalized. The west side of the roadway is residential and the east side of the roadway is commercial. There are three bus stops along this stretch of roadway. Future development is planned on the west side of San Jacinto Avenue at Commonwealth. Observations  Vehicles travel at high speeds on San Jacinto Avenue  Sidewalks are present on both sides of the roadway between Esplanade and Commonwealth, but are missing on the west side, south of Commonwealth  The distance between marked crosswalks in more than 1,200 feet  There is a missing crosswalk on the south leg of the intersection at Commonwealth  Travel lanes are wide, including a 20 ft curb lane in the northbound direction  There are no bike facilities present Suggested Improvements To improve pedestrian and bicyclist safety on San Jacinto Avenue between Esplanade Avenue and Commonwealth Avenue, the following improvements are suggested:  Along San Jacinto Avenue: o Use striping to narrow wide curb lanes and encourage driving at slower speeds o As development occurs, install new sidewalks to fill in existing gaps  At the intersection of San Jacinto Avenue and Commonwealth: o Install the missing crosswalk on the south leg of the intersection o Upgrade existing crosswalks to high visibility markings with advance stop bars o Install lighting on the west side of the roadway to illuminate the crossings o Separate the westbound left-turn movement from the pedestrian phase for the new south leg pedestrian crossing 4.1.a Packet Pg. 173 Attachment: 20 - 08 04 Agenda re CSSA Final Report (Final San Jacinto CSSA) (Complete Streets Safety Assessment Final Report) ____________________________________________________________________________ 53  To the north of Commonwealth, consider installing a Pedestrian Hybrid Beacon to provide a safe crossing between residential and commercial destinations on either side of San Jacinto Avenue Figure 4-3 displays these suggestions on a map. 4.1.a Packet Pg. 174 Attachment: 20 - 08 04 Agenda re CSSA Final Report (Final San Jacinto CSSA) (Complete Streets Safety Assessment Final Report) San Jacinto AveCommonwealth Ave Protect left-turns, particularly when fourth leg of intersection is built, to mitigate vehicle and pedestrian turning conflicts. Install new crossing on the south leg of the intersection as development of parcels on the west side of San Jacinto Avenue occurs. Install lighting to illuminate crosswalks on west side of San Jacinto Avenue. Install new sidewalk as development of parcels on the west side of San Jacinto Avenue occurs. Use striping to narrow wide curb lanes to encourage driving at slower speeds. Consider additional locations for Pedestrian Hybrid Beacons and other pedestrian crossing enhancements in locations along San Jacinto Avenue, where there are long distances between marked crosswalks. Here, there is approximately ¼ mile between crosswalks, and a pedestrian desire line may exist between residential areas on the west side and commercial areas on the east side. High visibility crosswalks and advance stop bars can help to make drivers more aware of pedestrians and discourage crosswalk encroachment. san jacinto avenue esplanade avenue to commonwealth avenue Project Options Conceptual, Not For Construction. Detailed Analysis and Engineering Design Required. Figure 4-3 4.1.a Packet Pg. 175 Attachment: 20 - 08 04 Agenda re CSSA Final Report (Final San Jacinto CSSA) (Complete Streets Safety ____________________________________________________________________________ 55 4.4 San Jacinto Avenue & 7th Street San Jacinto Avenue consists of four travel lanes and a center turn lane. It has a posted speed of 40 mph. West of San Jacinto Avenue, 7th Street has four travel lanes and a center turn lane, with a posted speed of 30 mph. East of the intersection, 7th Street is a wide two-lane roadway with a posted speed of 30 mph. The intersection is signalized. A pedestrian was severely injured at the intersection in 2015. Observations  Just west of the intersection, closely spaced driveways and clear desire lines for pedestrians and bicyclists across 7th Street create a disorganized environment with several observed close-calls and conflicting turning movements into and out of driveways  Large curb radii allow for high-speed right turns  There are no bike facilities present Suggested Improvements To improve pedestrian and bicyclist safety at San Jacinto Avenue and 7th Street, the following improvements are suggested:  Just west of the intersection: o In the short-term, using signing, striping and plastic soft-hit posts or plastic curbing to “harden” the centerline to restrict driveway access to right-in/right-out only and reduce turns that may conflict with other vehicles, bicyclists, or pedestrians o In the long-term, consider upgrading to use more permanent materials, such as concrete and fencing, which could help to encourage pedestrians and bicyclists to cross at the intersection  At the intersection of San Jacinto Avenue and 7th Street: o Upgrade crosswalks with high visibility markings and advance stop bars o Reduce curb radii and install dual curb ramps  Along 7th Street, install a bicycle facility, per the Trails Master Plan Figure 4-4 displays these suggestions on a map. 4.1.a Packet Pg. 176 Attachment: 20 - 08 04 Agenda re CSSA Final Report (Final San Jacinto CSSA) (Complete Streets Safety Assessment Final Report) San Jacinto Ave7th St Per the Trails Master Plan, reduce travel lane widths on 7th Street to accommodate bike lanes. Add buffer and vertical separation where excess right-of-way exists. Option to place buffer striping on “door side” or both sides where ROW is available. Green conflict striping and/or bike boxes can be used at the intersection to define dedicated bicycle space and bicycle/vehicle mixing zones. SHORT-TERM Use signing, striping, and plastic soft-hit posts or plastic curbing to “harden” the centerline, restricting driveway access to right-in/right-out only. LONG-TERM Installing a median with barrier fencing can provide a longer-term solution for access management at this location, where many allowable turning movements at closely-spaced driveways presents safety issues. Tighter curb radii can help to slow down turning vehicles and provide space for dual curb ramps. High visibility crosswalks and advance stop bars can help to make drivers more aware of pedestrians and discourage crosswalk encroachment. san jacinto avenue & 7th Street Project Options Conceptual, Not For Construction. Detailed Analysis and Engineering Design Required. Figure 4-4 4.1.a Packet Pg. 177 Attachment: 20 - 08 04 Agenda re CSSA Final Report (Final San Jacinto CSSA) (Complete Streets Safety ____________________________________________________________________________ 57 4.5 Megan Cope Elementary School Megan Cope Elementary School is located on Cottonwood Avenue, west of Cawston Avenue. The school has nearly 1,000 students enrolled, in grades K-5. Cottonwood Avenue consists of two travel lanes in the eastbound direction and one travel lane in the westbound direction, divided by a landscaped median. The posted speed east of the school is 45 mph and west of the school is 50 mph, with a 25 mph school zone. Cawston Avenue is a four-lane roadway that is over 60 feet wide, and joins Cottonwood Avenue at a t-intersection that is side-street stop- controlled. Via La Sierra Lane, a two-lane roadway that provides access to the school’s parking lots, runs along the east and south parameters of the school, connecting with Cawston Avenue and Cottonwood Avenue at side-street stop-controlled intersections. Via La Sierra Lane is nearly 50 feet wide at its widest points. Observations (made at school dismissal)  Ahead of dismissal time, drivers picking up students begin to queue along the south and east side of Via La Sierra Lane, as well as both sides of Cawston Avenue, including in No Parking zones. In many cases, this results in students crossing Via La Sierra and Cawston at locations without marked crosswalks  Large curb radii at Cottonwood and Cawston allows for high-speed right turns, which are observed  High speed cut-through traffic is observed on Cawston Avenue  Long queues develop at Via La Sierra due to drivers exiting the school area after pick-up  There is a marked crosswalk, enhanced with a flashing beacon, on the north leg of the Cawston Avenue/Via La Sierra intersection, with a crossing guard and large numbers of students crossing while vehicles wait to turn right  There is no sidewalk on the southeast side of Cawston Avenue to connect the school with a nearby park  There are no bike facilities present on any of the roadways, and students are observed biking both in the street and on the sidewalk along Cottonwood Avenue 4.1.a Packet Pg. 178 Attachment: 20 - 08 04 Agenda re CSSA Final Report (Final San Jacinto CSSA) (Complete Streets Safety Assessment Final Report) ____________________________________________________________________________ 58 Suggested Improvements To improve pedestrian and bicyclist safety at Megan Cope Elementary School, the following improvements are suggested:  Along Via La Sierra Lane: o Widen sidewalks on the north side the street, to allow students to both walk and bike o Convert the roadway to southbound and westbound one-way traffic with one thru lane and a right-side parking lane to allow school-side curbside parking, and provide for separate left and right turn lanes at the intersection with Cawston o As new development occurs, consider a new traffic signal at Via La Sierra and Cawston if the one-way conversion is implemented  Along Cawston Avenue: o Widen sidewalks on the east side the street, to allow students to both walk and bike o Install new sidewalk on the southeast side of Cawston Avenue to connect the school with the park to the south o Allow for parking during pick-up and drop-off on the east side of the street, to minimize the number of students need to cross  Along Cottonwood Avenue: o Widen sidewalks on the south side the street, to allow students to both walk and bike o In the long term, consider installing a multi-use path of the north side of the street (there is currently no sidewalk), per the Trails Master Plan o Allow for parking during pick-up and drop-off on the south side of the street, to minimize the number of students need to cross  At the intersection of Cottonwood Avenue & Cawston Avenue: o Install curb extensions on the southwest and southeast corners to help slow down turning vehicles and reduce the pedestrian crossing distance o In the long-term, consider installing a traffic signal, which would help to provide a crossing connection for people using the proposed multi-use path on the north side of Cottonwood Avenue  At the intersection of Via La Sierra Lane & Cawston Avenue: o Upgrade crosswalks with high visibility markings Figure 4-5 displays these suggestions on a map. 4.1.a Packet Pg. 179 Attachment: 20 - 08 04 Agenda re CSSA Final Report (Final San Jacinto CSSA) (Complete Streets Safety Assessment Final Report) Cottonwood Ave Cawston AveVia La Sierra Ln OPTION 1 Convert Via La Sierra Lane to one-way traffic in the westbound direction to allow for a more organized traffic pattern, especially at drop-off and pick-up times. School-side curbside parking will minimize the number of students that must cross the street to reach the school. Providing parking in this location will minimize the prohibited on-street parking that occurs during school pick-up on Cottonwood Avenue and Cawston Avenue. Consider traffic signal if Via La Sierra is converted to one-way traffic or as new development occurs. The addition of a sidewalk south of the school, on the east side of the roadway, would provide a safe walking connection between the school and Catalpa Park, and the adjacent neighborhood. Curb extensions help to slow down turning vehicles, create a shorter pedestrian crossing distance, and make pedestrians waiting to cross more visible to drivers. OPTION 2 Allow on-street parking on the south side of Cottonwood Avenue and east side of Cawston Avenue during drop-off and pick-up to better organize vehicles during these time periods, while minimizing the number of students that need to cross the street. This intersection has been recently upgraded with a flashing beacon. Upgrading to high visibility crosswalks provide an additional opportunity to help to make drivers more aware of pedestrians. Wider sidewalks can provide a more comfortable area for students walking to and from school, while providing a safe location for students to bike on a facility separated from the roadway. MEGAN COPE ELEMENTARYProject Options LONG-TERM Per the Trails Master Plan, install a multi-use path on the north side of Cottonwood Avenue. Conceptual, Not For Construction. Detailed Analysis and Engineering Design Required. LONG-TERM Consider traffic signal here, with safe crossing connections to the multi-use path planned for the north side of Cottonwood Avenue. Figure 4-5 4.1.a Packet Pg. 180 Attachment: 20 - 08 04 Agenda re CSSA Final Report (Final San Jacinto CSSA) (Complete Streets Safety 1 Appendix A: Glossary of Pedestrian Improvement Measures 4.1.a Packet Pg. 181 Attachment: 20 - 08 04 Agenda re CSSA Final Report (Final San Jacinto CSSA) (Complete Streets Safety Assessment Final Report) 2 PEDESTRIAN IMPROVEMENT MEASURES Measure Description Benefits Application Traffic Control Countermeasures Traffic Signal or All-Way Stop Conventional traffic control devices with warrants for use based on the Manual on Uniform Control Devices (MUTCD). Reduces pedestrian- vehicle conflicts and slows traffic speeds. Must meet warrants based on traffic and pedestrian volumes; however, exceptions are possible based on demonstrated pedestrian safety concerns (collision history). HAWK Beacon Signal HAWK (High Intensity Activated Crosswalks) are pedestrian- actuated signals that are a combination of a beacon flasher and a traffic control signal. When actuated, HAWK displays a yellow (warning) indication followed by a solid red light. During pedestrian clearance, the driver sees a flashing red “wig- wag” pattern until the clearance interval has ended and the signal goes dark. Reduces pedestrian- vehicle conflicts and slows traffic speeds. Useful in areas where it is difficult for pedestrians to find gaps in automobile traffic to cross safely, but where normal signal warrants are not satisfied. Appropriate for multi- lane roadways. Overhead Flashing Beacons Flashing amber lights are installed on overhead signs, in advance of the crosswalk or at the entrance to the crosswalk. The blinking lights during pedestrian crossing times increase the number of drivers yielding for pedestrians and reduce pedestrian- vehicle conflicts. This measure can also improve conditions on multi-lane roadways. Best used in places where motorists cannot see a traditional sign due to topography or other barriers. Stutter Flash The Overhead Flashing Beacon is enhanced by replacing the traditional slow flashing incandescent lamps with rapid flashing LED lamps. The beacons may be push-button activated or activated with pedestrian detection. Initial studies suggest the stutter flash is very effective as measured by increased driver yielding behavior. Solar panels reduce energy costs associated with the device. Appropriate for multi- lane roadways. 4.1.a Packet Pg. 182 Attachment: 20 - 08 04 Agenda re CSSA Final Report (Final San Jacinto CSSA) (Complete Streets Safety Assessment Final Report) 3 PEDESTRIAN IMPROVEMENT MEASURES Measure Description Benefits Application In-Roadway Warning Lights Both sides of a crosswalk are lined with pavement markers, often containing an amber LED strobe light. The lights may be push-button activated or activated with pedestrian detection. This measure provides a dynamic visual cue, and is increasingly effective in bad weather. Best in locations with low bicycle ridership, as the raised markers present a hazard to bicyclists. May not be appropriate in areas with heavy winter weather due to high maintenance costs. May not be appropriate for locations with bright sunlight. The lights may cause confusion when pedestrians fail to activate them and/or when they falsely activate. High-Visibility Signs and Markings High-visibility markings include a family of crosswalk striping styles including the “ladder” and the “triple four.” One style, the zebra-style crosswalk pavement markings, were once popular in Europe, but have been phased out because the signal-controlled puffin is more effective (see notes). High-visibility fluorescent yellow green signs are made of the approved fluorescent yellow- green color and posted at crossings to increase the visibility of a pedestrian crossing ahead. FHWA recently ended its approval process for the experimental use of fluorescent yellow crosswalk markings and found that they had no discernible benefit over white markings. Beneficial in areas with high pedestrian activity, as near schools, and in areas where travel speeds are high and/or motorist visibility is low. In-Street Pedestrian Crossing Signs This measure involves posting regulatory pedestrian signage on lane edge lines and road centerlines. The In-Street Pedestrian Crossing sign may be used to remind road users of laws regarding right of way at an unsignalized pedestrian crossing. The legend STATE LAW may be shown at the top of the sign if applicable. The legends STOP FOR or YIELD TO may be used in conjunction with the appropriate symbol. This measure is highly visible to motorists and has a positive impact on pedestrian safety at crosswalks. Mid-block crosswalks, unsignalized intersections, low-speed areas, and two-lane roadways are ideal for this pedestrian treatment. The STOP FOR legend shall only be used in states where the state law specifically requires that a driver must stop for a pedestrian in a crosswalk. 4.1.a Packet Pg. 183 Attachment: 20 - 08 04 Agenda re CSSA Final Report (Final San Jacinto CSSA) (Complete Streets Safety Assessment Final Report) 4 PEDESTRIAN IMPROVEMENT MEASURES Measure Description Benefits Application Pedestrian Crossing Flags Square flags of various colors, which are mounted on a stick and stored in sign-mounted holders on both side of the street at crossing locations; they are carried by pedestrians while crossing a roadway. This measure makes pedestrians more visible to motorists. Appropriate for mid- block and uncontrolled crosswalks with low visibility or poor sight distance. Advanced Yield Lines Standard white stop or yield limit lines are placed in advance of marked, uncontrolled crosswalks. This measure increases the pedestrian’s visibility to motorists, reduces the number of vehicles encroaching on the crosswalk, and improves general pedestrian conditions on multi-lane roadways. It is also an affordable option. Useful in areas where pedestrian visibility is low and in areas with aggressive drivers, as advance limit lines will help prevent drivers from encroaching on the crosswalk. Addresses the multiple-threat collision on multi-lane roads. Geometric Treatments Pedestrian Overpass/ Underpass This measure consists of a pedestrian-only overpass or underpass over a roadway. It provides complete separation of pedestrians from motor vehicle traffic, normally where no other pedestrian facility is available, and connects off-road trails and paths across major barriers. Pedestrian overpasses and underpasses allow for the uninterrupted flow of pedestrian movement separate from the vehicle traffic. Grade separation via this measure is most feasible and appropriate in extreme cases where pedestrians must cross roadways such as freeways and high- speed, high-volume arterials. This measure should be considered a last resort, as it is expensive and visually intrusive. Road Diet (aka Lane Reduction) The number of lanes of travel is reduced by widening sidewalks, adding bicycle and parking lanes, and converting parallel parking to angled or perpendicular parking. This is a good traffic calming and pedestrian safety tool, particularly in areas that would benefit from curb extensions but have infrastructure in the way. This measure also improves pedestrian conditions on multi-lane roadways. Roadways with surplus roadway capacity (typically multi-lane roadways with less than 15,000 to 17,000 ADT) and high bicycle volumes, and roadways that would benefit from traffic calming measures. 4.1.a Packet Pg. 184 Attachment: 20 - 08 04 Agenda re CSSA Final Report (Final San Jacinto CSSA) (Complete Streets Safety Assessment Final Report) 5 PEDESTRIAN IMPROVEMENT MEASURES Measure Description Benefits Application Median Refuge Island Raised islands are placed in the center of a roadway, separating opposing lanes of traffic with cutouts for accessibility along the pedestrian path. This measure allows pedestrians to focus on each direction of traffic separately, and the refuge provides pedestrians with a better view of oncoming traffic as well as allowing drivers to see pedestrians more easily. It can also split up a multi-lane road and act as a supplement to additional pedestrian tools. Recommended for multi-lane roads wide enough to accommodate an ADA- accessible median. Staggered Median Refuge Island This measure is similar to traditional median refuge islands; the only difference is that the crosswalks in the roadway are staggered such that a pedestrian crosses half the street and then must walk towards traffic to reach the second half of the crosswalk. This measure must be designed for accessibility by including rails and truncated domes to direct sight-impaired pedestrians along the path of travel. Benefits of this tool include an increase in the concentration of pedestrians at a crossing and the provision of better traffic views for pedestrians. Additionally, motorists are better able to see pedestrians as they walk through the staggered refuge. Best used on multi-lane roads with obstructed pedestrian visibility or with off-set intersections. Curb Extension Also known as a pedestrian bulb- out, this traffic-calming measure is meant to slow traffic and increase driver awareness. It consists of an extension of the curb into the street, making the pedestrian space (sidewalk) wider. Curb extensions narrow the distance that a pedestrian has to cross and increases the sidewalk space on the corners. They also improve emergency vehicle access and make it difficult for drivers to turn illegally. Due to the high cost of installation, this tool would only be suitable on streets with high pedestrian activity, on- street parking, and infrequent (or no) curb- edge transit service. It is often used in combination with crosswalks or other markings. 4.1.a Packet Pg. 185 Attachment: 20 - 08 04 Agenda re CSSA Final Report (Final San Jacinto CSSA) (Complete Streets Safety Assessment Final Report) 6 PEDESTRIAN IMPROVEMENT MEASURES Measure Description Benefits Application Reduced Curb Radii The radius of a curb can be reduced to require motorists to make a tighter turn. Shorter radii narrow the distance that pedestrians have to cross; they also reduce traffic speeds and increase driver awareness (like curb extensions), but are less difficult and expensive to implement. This measure would be beneficial on streets with high pedestrian activity, on-street parking, and no curb- edge transit service. It is more suitable for wider roadways and roadways with low volumes of heavy truck traffic. Curb Ramps Curb ramps are sloped ramps that are constructed at the edge of a curb (normally at intersections) as a transition between the sidewalk and a crosswalk. Curb ramps provide easy access between the sidewalk and roadway for people using wheelchairs, strollers, walkers, crutches, handcarts, bicycles, and also for pedestrians with mobility impairments who have trouble stepping up and down high curbs. Curb ramps must be installed at all intersections and mid- block locations where pedestrian crossings exist, as mandated by federal legislation (1973 Rehabilitation Act and 1990 Americans with Disabilities Act). Where feasible, separate curb ramps for each crosswalk at an intersection should be provided rather than having a single ramp at a corner for both crosswalks. Raised Crosswalk A crosswalk whose surface is elevated above the travel lanes. Attracts drivers' attention; encourages lower travel speeds by providing visual and tactile feedback when approaching the crosswalk. Appropriate for multi- lane roadways, roadways with lower speed limits that are not emergency routes, and roadways with high levels of pedestrian activity, such as near schools, shopping malls, etc. 4.1.a Packet Pg. 186 Attachment: 20 - 08 04 Agenda re CSSA Final Report (Final San Jacinto CSSA) (Complete Streets Safety Assessment Final Report) 7 PEDESTRIAN IMPROVEMENT MEASURES Measure Description Benefits Application Improved Right- Turn Slip-Lane Design Right-turn slip lanes (aka channelized right-turn lanes) are separated from the rest of the travel lanes by a pork chop- shaped striped area. This measure separates right-turning traffic and streamlines right- turning movements. Improved right-turn slip lanes would provide pedestrian crossing islands within the intersection and be designed to optimize the right-turning motorist’s view of the pedestrian and of vehicles to his or her left. This measure reduces the pedestrian's crossing distance and turning vehicle speeds. Appropriate for intersections with high volumes of right-turning vehicles. Chicanes A chicane is a sequence of tight serpentine curves (usually an S- shape curve) in a roadway, used on city streets to slow cars. This is a traffic- calming measure that can improve the pedestrian environment and pedestrian safety. Chicanes can be created on streets with higher volumes, given that the number of through lanes is maintained; they can also be created on higher-volume residential streets to slow traffic. Chicanes may be constructed by alternating parallel or angled parking in combination with curb extensions. Pedestrian Access and Amenities Marked Crosswalk Marked crosswalks should be installed to provide designated pedestrian crossings at major pedestrian generators, crossings with significant pedestrian volumes (at least 15 per hour), crossings with high vehicle- pedestrian collisions, and other areas based on engineering judgment. Marked crosswalks provide a designated crossing, which may improve walkability and reduce jaywalking. Marked crosswalks alone should not be installed on multi-lane roads with more than about 10,000 vehicles/ day. Enhanced crosswalk treatments (as presented in this table) should supplement the marked crosswalk. 4.1.a Packet Pg. 187 Attachment: 20 - 08 04 Agenda re CSSA Final Report (Final San Jacinto CSSA) (Complete Streets Safety Assessment Final Report) 8 PEDESTRIAN IMPROVEMENT MEASURES Measure Description Benefits Application Textured Pavers Textured pavers come in a variety of materials (for example, concrete, brick, and stone) and can be constructed to create a textured pedestrian surface such as a crosswalk or sidewalk. Crosswalks are constructed with the pavers, or can be made of stamped concrete or asphalt. Highly visible to motorists, this measure provides a visual and tactile cue to motorists and delineates a separate space for pedestrians, as it provides a different texture to the street for pedestrians and motorists. It also aesthetically enhances the streetscape. Appropriate for areas with high volumes of pedestrian traffic and roadways with low visibility and/or narrow travel ways, as in the downtown area of towns and small cities. Anti-Skid Surfacing Surface treatment is applied to streets to improve skid resistance during wet weather. This is a supplementary tool that can be used to reduce skidding in wet conditions. Improves driver and pedestrian safety. Appropriate for multi- lane roadways and roadways with higher posted speed limit and/or high vehicle volumes or collision rates. Accessibility Upgrades Treatments such as audible pedestrian signals, accessible push buttons, and truncated domes should be installed at crossings to accommodate disabled pedestrians. Improves accessibility of pedestrian facilities for all users. Accessibility upgrades should be provided for all pedestrian facilities following a citywide ADA Transition Plan. 4.1.a Packet Pg. 188 Attachment: 20 - 08 04 Agenda re CSSA Final Report (Final San Jacinto CSSA) (Complete Streets Safety Assessment Final Report) 9 PEDESTRIAN IMPROVEMENT MEASURES Measure Description Benefits Application Pedestrian Countdown Signal Displays a “countdown” of the number of seconds remaining for the pedestrian crossing interval. In some jurisdictions the countdown includes the walk phase. In other jurisdictions, the countdown is only displayed during the flashing don’t walk phase. Increases pedestrian awareness and allows them the flexibility to know when to speed up if the pedestrian phase is about to expire. The forthcoming 2009 MUTCD is expected to require all pedestrian signals to incorporated countdown signals within ten years. The signals should be prioritized for areas with pedestrian activity, roadways with high volumes of vehicular traffic, multi-lane roadways, and areas with elderly or disabled persons (who may walk slower than others may). Transit High-Visibility Bus Stop Locations This measure should include siting bus stops on the far side of intersections, with paved connections to sidewalks where landscape buffers exist. Provides safe, convenient, and inviting access for transit users; can improve roadway efficiency and driver sight distance. Appropriate for all bus stops subject to sight distance and right-of- way constraints. Transit Bulb Transit bulbs or bus bulbs, also known as nubs, curb extensions, or bus bulges are a section of sidewalk that extends from the curb of a parking lane to the edge of the through lane. Creates additional space at a bus stop for shelters, benches, and other passenger amenities. Appropriate at sites with high patron volumes, crowded city sidewalks, and curbside parking. Enhanced Bus Stop Amenities Adequate bus stop signing, lighting, a bus shelter with seating, trash receptacles, and bicycle parking are desirable features at bus stops. Increase pedestrian visibility at bus stops and encourage transit ridership. Appropriate at sites with high patron volumes. 4.1.a Packet Pg. 189 Attachment: 20 - 08 04 Agenda re CSSA Final Report (Final San Jacinto CSSA) (Complete Streets Safety Assessment Final Report) 11 Appendix B: Glossary of Bicycling Improvement Measures 4.1.a Packet Pg. 190 Attachment: 20 - 08 04 Agenda re CSSA Final Report (Final San Jacinto CSSA) (Complete Streets Safety Assessment Final Report) 12 BICYCLING IMPROVEMENT MEASURES Measure Description Benefits Application LINKS /ROADWAY SEGMENTS A. Road Design and Operations to Slow Traffic Traffic Calming There are a variety of measures too numerous to list here. See ITE Institute of Transportation Engineers, "Traffic Calming: State of the Practice". Reduces motor vehicle speeds, which improves safety for all modes and increases bicyclist’s comfort. Urban and suburban settings; suggested for urban major streets with prevailing speeds of 35 mph and higher and for suburban major streets with prevailing speeds 45 mph or higher; and for all local streets with speeds of 30+ mph. Bicycle Boulevard A minor street on which traffic control devices are designed and placed to encourage cycling; these include: unwarranted stop signs along bike route are removed; crossing assistance at major arterials is provided (see examples in Nodes-Section E below). Allows cyclists to maintain their travel speeds, significantly reducing their travel time; provides cyclists with a low volume, low speed street where motorists are aware that it is a bicycle-priority street. On minor streets with less than 3000 vehicles per day especially useful when Bike Blvd is parallel to and within ¼ mile of a major arterial with many desirable destinations. Signal Coordination at 15 -25 mph The signal timing along a corridor is set so that traffic which receives a green light at the first intersection will subsequently receive a green light at all downstream intersections if they travel at the design speed; aka a “green wave.” Encourages motorists to travel at slower speeds, provides a more comfortable experience for cyclists and increases overall traffic safety; also allows cyclists to hit the green lights, so that they can maintain their travel speeds, significantly reducing their travel time. Urban settings, typically downtown and other areas with relatively short blocks and with traffic signals at every intersection. 4.1.a Packet Pg. 191 Attachment: 20 - 08 04 Agenda re CSSA Final Report (Final San Jacinto CSSA) (Complete Streets Safety Assessment Final Report) 13 BICYCLING IMPROVEMENT MEASURES Measure Description Benefits Application Woonerf/Shared Space A shared space concept where the entire public right of way is available for all modes, often with no sidewalks, and with no lane striping, and little if any signage. Access for motor vehicles is maintained, unlike a pedestrian zone, but motor vehicle speeds are constrained to 5 mph by design and the presence of other modes. Safety for all modes is improved. Low volume residential streets where families can gather and children are encouraged to play; also commercial areas with high pedestrian volumes, bicyclists and transit. 4.1.a Packet Pg. 192 Attachment: 20 - 08 04 Agenda re CSSA Final Report (Final San Jacinto CSSA) (Complete Streets Safety Assessment Final Report) 14 B. Road Design to Provide Bicycle Infrastructure Bike Lanes A painted lane for the exclusive use of bicyclists; it is one-way and is 5 feet minimum in width. They can be retrofitted onto an existing street by either a) narrowing existing wide travel lanes; b) removing a parking lane; c) removing a travel lane, or d) widening the roadway. A common method to retrofit bike lanes is described below. Provides cyclists with their own travel lane so that they can safely pass and be passed by motor vehicles. Roadways with over 4000 vehicles per day (if less than 4000 vehicles per day see Bicycle Boulevards above). Road Diet (aka Lane Reduction) One to two travel lanes are replaced with a bike lane in each direction, and in most cases by also adding left-turn lanes at intersections or a center two-way left-turn lane; variations include widening sidewalks, and replacing parallel parking with angled or perpendicular parking. Improves traffic safety for all modes by: a) eliminating the double-threat to pedestrians posed by the two or more travel lanes in each direction; b) providing bike lanes for cyclists; c) providing a left-turn pocket for motorists, reducing rear-end collisions and improving visibility to oncoming traffic. Classic application is a four-lane undivided roadway with less than 15,000 to 17,000 ADT though conversions of four-lane streets may work up to 23,000 ADT. Also applies to three- lane roadways and to 5 or 6-lane undivided roadways Buffer adjacent to bike lanes A three to five-foot buffer area is provided on one or both sides of the bike lane. Right-side buffer (between bike lane and on-street parking): Removes cyclists from the door zone; Left-side (between bike lane and adjacent travel lane): provides greater separation from passing motor vehicle traffic. This measure is particularly beneficial in the following conditions: Right-side: on streets with parallel on-street parking particularly in cities with a collision history of dooring; Left-side: on streets with traffic with prevailing speeds of 40 mph and higher. Cycle Tracks A bikeway within the roadway right of way that is separated from both traffic lanes and the sidewalks by either a parking lane, street furniture, curbs or other physical means. Reduces sidewalk riding, provides greater separation between motorists and cyclists. Urban settings with parallel sidewalks and heavy traffic. C Other Traffic Control Devices 4.1.a Packet Pg. 193 Attachment: 20 - 08 04 Agenda re CSSA Final Report (Final San Jacinto CSSA) (Complete Streets Safety Assessment Final Report) 15 Except Bicycles placard A Regulatory sign placard for use with other regulatory signs. Increases or maintains the access and circulation capabilities of bicyclists. Used at locations where the restriction in question does not apply to bicyclists, such as No Left Turn or Do Not Enter. Sharrows A pavement legend that indicates the location within the travel lane where bicyclists are expected to occupy. The sharrow encourages cyclists to ride outside of the door zone and studies have shown that sharrows reduce the incidence of cyclists riding on the sidewalk and wrong- way riding. Two or more lane city streets where the right- most lane is too narrow for a motor vehicle to safely pass a cyclist within the travel lane. Bike Lanes May Use Full Lane sign (MUTCD R4- 11) Regulatory Sign Informs motorists and cyclists that cyclists may be travelling in the center of a narrow lane. Two or more lane city streets where the right- most lane is too narrow for a motor vehicle to safely pass a cyclist within the travel lane. Share the Road sign (MUTCD W- 11/ W16-1p) Warning sign and placard Informs motorists to expect cyclists on the roadway. Two-lane roads particularly in rural areas where shoulders are less than four-feet. Bike Directional Signs (MUTCD D1 series or similar) Informational signs indicating place names and arrows, with distances as a recommended option (D1-2C) Informs bicyclists of the most common destination served by the bike route in question. Particularly useful to direct cyclists to a facility such as a bike bridge or to use a street to access a major destination that might not otherwise be readily apparent. D. New infrastructure to improve bicycle connectivity Bike Path A paved pathway for the exclusive use of non-motorized traffic within its own right of way; Provides additional connectivity and route options that otherwise would not be available to bicyclists. Wherever a continuous right of way exists, typically found along active or abandoned railroad ROW, shorelines, creeks, and river levees. Pathway connections Short pathway segments for non-motorized traffic, for example, that join the ends of two cul-de-sacs or provide other connectivity not provided by road network. Provides short-cuts for bicyclists that reduce their travel distance and travel time. Varies by community; suggested at the end of every newly constructed cul-de-sac. 4.1.a Packet Pg. 194 Attachment: 20 - 08 04 Agenda re CSSA Final Report (Final San Jacinto CSSA) (Complete Streets Safety Assessment Final Report) 16 Bicycle Overpass/ Underpass A bicycle overpass or underpass is a bridge or tunnel built for the exclusive use of non-motorized traffic and is typically built where at-grade crossings cannot be provided such as to cross freeways, rivers, creeks and railroad tracks. They can also be built to cross major arterials where, for example, a bike path must cross a major roadway. A bike bridge / tunnel complement a local roadway system that is discontinuous due to man-made or natural barriers. They reduce the distance traveled by cyclists, and provide a safer conflict-free crossing, particularly if it is an alternative to a freeway interchange. Grade separation via this measure is most feasible and appropriate when it would provide direct access to major bicyclist destinations such as a school or college, employment site, major transit station or would reduce the travel distance by one mile or more. NODES / INTERSECTIONS Measure Description Benefits Application E. Intersection Design For Motor Vehicles Reduced Curb Radii The radius of a curb is reduced to require motorists to make the turn at slower speeds and to make a tighter turn. Shorter curb radii reduce the speed of turning traffic thereby enabling a more comfortable weave between through cyclists and right- turning motorists. This measure is suitable for downtown settings, at all cross streets with minor streets, all residential streets and all roadways that are not designated truck routes. Remove/Control Free Right-Turn Lanes Where a separate right-turn lane continues as its own lane after the turn, it may be redesigned to eliminate the free turn. A short- term solution is to control the turning movement with a stop sign or signal control and to redesign the island as discussed below. Improves bicyclist safety since this design forces through cyclists on the cross street to end up in between two lanes of through motor vehicle traffic. All locations where there are free right-turn lanes except those leading onto freeway on-ramps. Remove/Redesign Right-Turn Slip- Lane Design Right-turn slip lanes (aka channelized right-turn lanes) are separated from the rest of the travel lanes by a pork chop- shaped raised island which typically is designed to facilitate fast right turns, and right-turning vehicles are often not subject to the traffic signal or stop sign. Improves bicyclist safety by slowing right-turning motorists and facilitates the weave between through bicyclists and right-turning motorists. All locations with a channelized right-turn. 4.1.a Packet Pg. 195 Attachment: 20 - 08 04 Agenda re CSSA Final Report (Final San Jacinto CSSA) (Complete Streets Safety Assessment Final Report) 17 Remove Optional Right-Turn Lane in Combination with a Right-Turn Only Lane At locations where there is an optional right-turn lane in combination with a right-turn only lane, convert the optional right-turn lane to a through-only lane. Improves bicyclist safety since cyclists have no way of knowing how to correctly position themselves in the optional (through /right turn) lane. All locations where there is an optional right-turn lane in combination with a right-turn only lane per HDM 403.6(1) (except on freeways). Redesign Ramp Termini Redesign high speed free flow freeway ramps to intersection local streets as standard intersections with signal control. Improves bicyclist and pedestrian safety on intersections of local streets with freeway ramps. All freeway interchanges with high speed ramps 4.1.a Packet Pg. 196 Attachment: 20 - 08 04 Agenda re CSSA Final Report (Final San Jacinto CSSA) (Complete Streets Safety Assessment Final Report) 18 F. Intersection Design Treatments - Bicycle -Specific Bicycle Signal Detection and Pavement Marking Provide signal detectors that also detect bicyclists in the rightmost through lane and in left-turn lanes with left-turn phasing. Provide pavement marking to indicate to cyclists where to position themselves in order to activate the detector. Enables cyclists to be detected when motor vehicles are not present to trigger the needed signal phase. Improves bicyclists’ safety. Per CA MUTCD 4D.105 and CVC 21450.5, all new and modified traffic detection installations must detect bicyclists; All other traffic-actuated signals may be retrofitted to detect bicyclists as soon as feasible. Bicycle Signal Timing Provides signal timing to account for the speed of cyclists to cross an intersection. Improves bicyclists’ safety by reducing the probability of a bicyclist being in an intersection when the phase terminates and being hit by traffic that receives the next green phase. Signal timing that accounts for cyclists is particularly important for cyclists on a minor street approach to a major arterial which crosses a greater distance due to the width of the arterial, hence requiring a longer time interval. Bicycle Signal Heads A traffic signal indication in the shape of a bicycle, with full red, yellow green capability. Improves bicyclist safety by providing a bicycle -only phase, where appropriate, given the geometry and phasing of the particular intersection. Where intersection geometry is such that a bicycle-only phase is provided and/or bicycle signal heads would improve safety at the intersection. See also CA MUTCD for warrants for bicycle signal heads. Widen Bike Lane at Intersection Approach Within the last 200 feet of an intersection, widen the bike lane and narrow the travel; for example from 5 foot bike lane and 12 feet travel lane would become a 7 foot bike lane and 10 foot travel lane. Improves cyclist safety by encouraging right- turning motorists to enter the bike lane to turn right, (as required by the CVC), which reduces the chance of a right-turn hook collision in which a through cyclist remains to the right of a right-turning motorist. On roads with bike lanes approaching an intersection without a right-turn only lane and there is noncompliance with right-turning vehicles merging into the bike lane as required by the CVC and UVC. 4.1.a Packet Pg. 197 Attachment: 20 - 08 04 Agenda re CSSA Final Report (Final San Jacinto CSSA) (Complete Streets Safety Assessment Final Report) 19 Bike Lane inside Right-Turn Only Lane (“Combined Bicycle/Right-Turn Lane”) Provide a bike lane line inside and on the left side of a right- turn only lane. Encourages cyclists to ride on the left side of the right-turn only lane thus reducing the chance of a right hook collision, where a cyclist remains to the right of a right- turning motorist. On roads with bike lanes approaching an intersection with a right- turn only lane and there is not enough roadway width to provide a bike lane to the left of the right-turn lane. Bike Boxes Area between an Advance Stop Line and a marked crosswalk which is designates as the queue space for cyclists to wait for a green light ahead of queued motor vehicle traffic; sometimes painted green. Primary benefits are to reduce conflicts between bicyclists and right-turning traffic at the onset of the green signal phase, and to reduce vehicle and bicyclist encroachment in a crosswalk during a red signal phase. Locations where there are at least three cyclists at the beginning of the green phase and moderate to high pedestrian volumes. Marked Crosswalk with Distinct Marked Area for Bicyclists separate from Pedestrians A marked crosswalk that has two distinct areas, one for pedestrians and one for bicyclists. Reduces conflicts between bicyclists and pedestrians by indicating the part of the crosswalk intended for the two different modes. At a typical intersection, cyclists would not be riding within the crosswalk, so this measure is intended for those few locations where the intersection design is such that bicyclists are tracked into a crosswalk such as at a midblock bike path crossing or possibly a cycle track. Pedestrian Countdown Signal Displays a “countdown” of the number of seconds remaining for the pedestrian crossing interval. In some jurisdictions the countdown includes the walk phase. In other jurisdictions, the countdown is only displayed during the flashing don’t walk phase. While designed for pedestrians, this measure also assists bicyclists in knowing how much time they have to left to cross the intersection. The 2012 MUTCD requires all pedestrian signals to incorporated countdown signals within ten years Measure Description Benefits Application G. Geometric Countermeasures to Assist crossing a Major Street 4.1.a Packet Pg. 198 Attachment: 20 - 08 04 Agenda re CSSA Final Report (Final San Jacinto CSSA) (Complete Streets Safety Assessment Final Report) 20 Median Refuge Island A raised island placed in the center of a roadway, separating opposing lanes of traffic, with ramps for cyclists and ADA accessibility This measure allows bicyclists to cross one direction of traffic at a time; it allows drivers to see bicyclists crossing from the center more easily. Suggested for multilane roads at uncontrolled crossings where an 8- foot (min.) wide by 15- foot (min.) long median can be provided. Staggered Refuge Pedestrian Island This measure is similar to traditional median refuge islands; the only difference is that the crosswalk is staggered such that a pedestrian crosses one direction of traffic street and then must turn to their right facing oncoming to reach the second part of the crosswalk. This measure must be designed for accessibility by including rails and truncated domes to direct sight-impaired pedestrians along the path of travel. Benefits of this measure include forcing the bicyclists and pedestrians to face the oncoming motorists, increasing their awareness of the impending conflict. Additionally, can improve motorists’ visibility to those persons in the crosswalk. Best used on multilane roads with obstructed pedestrian visibility or with off-set intersections Raised Crosswalk/Speed Table A crosswalk whose surface is elevated above the travel lanes at the same level as the approaching sidewalk. For bicyclists, a typical location would be at a bike path crossing, where the bike path elevation would remain constant while roadway cross traffic would experience a speed-hump type effect. Attracts drivers' attention to the fact there will be non- motorized users crossing the roadway, and slows traffic by providing a speed- hump effect for motorists approaching the crosswalk. Appropriate for multi- lane roadways, roadways with lower speed limits that are not emergency routes, and roadways with high levels of pedestrian activity, such as near schools, shopping malls, etc. Measure Description Benefits Application H. Traffic Control Countermeasures to Assist Crossing a Major Street Traffic Signal or All-Way Stop Sign Conventional traffic control devices with warrants for use based on the Manual on Uniform Control Devices (MUTCD) Provides the gap needed in traffic flow so that cyclists can cross the street, reducing bicycle- vehicle conflicts and risk-taking by cyclists to Must meet warrants based on traffic/ pedestrian / bicycle volumes, collision history, and/ or other factors. 4.1.a Packet Pg. 199 Attachment: 20 - 08 04 Agenda re CSSA Final Report (Final San Jacinto CSSA) (Complete Streets Safety Assessment Final Report) 21 Modern Roundabout A traffic circle combined with splitter island on all approaches and entering traffic must YIELD to traffic within the roundabout; typically designed for traffic speed within the roundabout of between 15 and 23 mph. Slows traffic on cross street so that cyclists can more easily cross. Roundabouts are a better alternative than an All-Way Stop signs when the side street volume is approximately 30 % of the total intersection traffic volume and total peak hour volume is less than 2300 vehicles per day. Hawk Beacon Signal HAWK (High Intensity Activated Crosswalks) are pedestrian- bicyclist actuated signals that are a combination of a beacon flasher and a traffic control signal. When actuated, HAWK displays a yellow (warning) indication followed by a solid red light. During the cross street phase, the driver sees a flashing red “wig-wag” pattern until the clearance interval has ended and the signal goes dark. Provides the need gaps in traffic so bicyclists can safely cross the street, can be timed separately for bicycles and pedestrians. Reduces pedestrian-vehicle conflicts and slows traffic speeds Useful in areas where it is difficult for bicyclists /pedestrians to find gaps in automobile traffic to cross safely, but where normal signal warrants are not satisfied. Appropriate for multilane roadways. Rectangular Rapid Flashing Beacon (RRFB/Stutter Flash) A warning sign that also contains rapid flashing LED lamps. The beacon may be push-button activated or activated with pedestrian detection. Initial studies suggest the stutter flash is very effective as measured by increased driver yielding behavior. Solar panels reduce energy costs associated with the device. Locations not controlled by any measures listed above. Appropriate for multi-lane roadways. In-Roadway Warning Lights Both sides of a crosswalk are lined with pavement markers, often containing an amber LED strobe light. The lights may be push-button activated or activated with pedestrian detection. This measure provides a dynamic visual cue of the uncontrolled crosswalk, and is especially effective at night and in bad weather. Locations not controlled by any measures listed above. Best in locations with low bicycle ridership on the cross street, as the raised markers may present difficulty to bicyclists. May not be appropriate in areas with heavy winter weather due to high maintenance costs. May not be appropriate for locations with bright sunlight. 4.1.a Packet Pg. 200 Attachment: 20 - 08 04 Agenda re CSSA Final Report (Final San Jacinto CSSA) (Complete Streets Safety Assessment Final Report) 22 Bicycle Crossing Sign (MUTCD W11-1) or Trail Crossing sign (MUTCD W11- 15/W11-15p) Warning Sign and placard. Alerts motorists to a location where bicyclists or bicyclists and pedestrians will be crossing the roadway at an uncontrolled location. Typical application is at bike path crossing of a roadway. (At a typical pedestrian crosswalk at an intersection, use the Pedestrian warning sign W11-2) In-Street Pedestrian Crossing Signs (MUTCD R1-6) This measure involves posting this regulatory sign on road centerlines that read, “YIELD for Pedestrians in crosswalk”. (Depending on state law, the word STOP may replace the word YIELD). This measure improves the visibility of the crossing to motorists and has a positive impact on pedestrian safety at crosswalks. Mid-block crosswalks, unsignalized intersections, low-speed areas, and two-lane roadways. Advanced Yield Lines Standard white stop or yield limit lines are placed 20-50 feet in advance of marked, uncontrolled crosswalks. This measure increases the pedestrian’s visibility to motorists, reduces the number of vehicles encroaching on the crosswalk, and improves general pedestrian conditions on multi-lane roadways. It is also an affordable option. Useful in areas where pedestrian visibility is low and in areas with aggressive drivers, as advance limit lines will help prevent drivers from encroaching on the crosswalk. Addresses the multiple-threat collision on multi-lane roads. Transit Bike Racks on Buses A rack on the front of the bus that typically holds two or three bicycles. Increases the trip length distance that a person can make. Appropriate for all buses; most urban transit agencies have already implemented this measure. Bikes allowed inside buses when bike rack is full A policy adopted by a transit agency that allows passengers to bring bicycles inside the bus when the bike rack is full and there is room inside. Prevents cyclists from needless being left behind to wait for the next bus if the bike rack is full yet there is room inside the bus. Appropriate for all buses; most urban transit agencies have already implemented this measure. Folding bikes allowed inside buses A policy adopted by a transit agency that treats a folding bicycle as luggage, thereby allowing it inside the bus at all times. Removes cyclists’ uncertainty as to whether they will be able to fit their bike either on the bike rack or inside the bus; thus they can reliably plan on being able to catch their intended bus. Appropriate for all buses; most urban transit agencies have already implemented this measure. 4.1.a Packet Pg. 201 Attachment: 20 - 08 04 Agenda re CSSA Final Report (Final San Jacinto CSSA) (Complete Streets Safety Assessment Final Report) 23 Appendix C: Resource List and References 4.1.a Packet Pg. 202 Attachment: 20 - 08 04 Agenda re CSSA Final Report (Final San Jacinto CSSA) (Complete Streets Safety Assessment Final Report) 24 RESOURCE LIST  Pedestrian and Bicycle Information Center (“PBIC”) http://www.bicyclinginfo.org Along with walkinginfo.org, a resource site maintained by UNC Highway Safety Research Center (UNC-HSRC)  Pedestrian and Bicycle Crash Analysis Tool (“PBCAT”) http://www.walkinginfo.org/facts/pbcat/index.cfm Crash typing software product intended to assist planners and engineers with improving walking and bicycling safety through the development and analysis of a database containing details of crashes between motor vehicles and pedestrians or bicyclists  FHWA On-Demand Bicycle Safety Training Courses http://www.bicyclinginfo.org/training/ondemand- training.cfm FHWA University Course on Bicycle and Pedestrian Transportation National Highway Institute Bicycle Facility Design Course Safe Routes to School National Course APBP National Complete Streets Workshops  FHWA University Course on Bicycle and Pedestrian Transportation, Report No. FHWA-HRT-05-085 http://www.tfhrc.gov/safety/pedbike/pubs/05085 A detailed 24-lesson course in planning and design for non- motorized transportation.  FHWA Official Rulings website http://mutcd.fhwa.dot.gov/orsearch.asp List of FHWA communications regarding experiments, and interpretation of documents (Requests To Experiment / RTEs, response letters, progress reports, final reports, changes).  FHWA Interim Approvals webpage http://mutcd.fhwa.dot.gov/res-interim_approvals.htm List of all Interim Approvals granted by FHWA. Interim Approvals enable states and local agencies to request approval to use a new device without experimentation before the device is incorporated into a future edition of the MUTCD.  FHWA “Bicycle Facilities and the Manual on Uniform Traffic Control Devices” webpage http://www.fhwa.dot.gov/environment/bicycle_pedest rian/guidance/design_guidance/mutcd_bike.cfm Status in the 2009 US MUTCD of various bicycle-related signs, markings, signals, and other treatments (e.g. can be implemented, Interim Approval, currently experimental).  FHWA DRAFT Accessibility Guidance for Bicycle and Pedestrian Facilities, Recreational Trails, and Transportation Enhancement Activities (2008) http://www.fhwa.dot.gov/environment/recreational_tr ails/ guidance/accessibility_guidance/ guidance_accessibility.cfm Summary of current accessibility standards, pending standards, guidelines under development, program accessibility, accessibility design criteria for sidewalks, street crossings and shared use paths and trails  FHWA Bollards, Gates and other Barriers (webpage) http://www.fhwa.dot.gov/environment/recreational_tr ails/guidance/accessibility_guidance/bollards_acces s.cfm Current guidance on the hazards of bollards, gates, fences and other barriers to restrict unauthorized use of paths. Alternatives to bollards and gates.  California Traffic Control Devices Committee (CTCDC) http://www.dot.ca.gov/hq/traffops/signtech/newtech/ Committee agendas, minutes, annual reports, experiment status and reports, experimentation guidelines and requests, implementation of FHWA-issued Interim Approvals.  Caltrans Complete Streets webpage http://www.dot.ca.gov/hq/tpp/offices/ocp/complete_st reets.html Complete Intersections guide and other resources  Road Safety Audits: Case Studies (FHWA-SA-06- 17) 4.1.a Packet Pg. 203 Attachment: 20 - 08 04 Agenda re CSSA Final Report (Final San Jacinto CSSA) (Complete Streets Safety Assessment Final Report) 25 http://safety.fhwa.dot.gov/rsa/rsa_cstudies.htm  Bicycle Road Safety Audit Guidelines and Prompt Lists FHWA-SA-12-018 http://safety.fhwa.dot.gov/ped_bike/tools_solve/fhwa sa12018/ National Center for Safe Routes to School http://www.saferoutesinfo.org/ Resources for Infrastructure (engineering, safety, planning, design) and non-infrastructure (education, promotion, outreach) in support of Active Transportation in school commutes Adapted from FHWA Pedestrian Road Safety Audit Guidelines and Prompt Lists RESOURCES FOR EXPERIMENTATION AND INTERIM APPROVALS  FHWA “Bicycle Facilities and the Manual on Uniform Traffic Control Devices” webpage http://www.fhwa.dot.gov/environment/bicycle_pedest rian/guidance/design_guidance/mutcd_bike.cfm Status in the 2009 US MUTCD of various bicycle-related signs, markings, signals, and other treatments (e.g. can be implemented, Interim Approval, currently experimental). Start here to determine whether a device requires experimentation.  FHWA Interim Approvals webpage http://mutcd.fhwa.dot.gov/res-interim_approvals.htm List of all Interim Approvals granted by FHWA. Interim Approvals enable states and local agencies to request approval to use a new device without experimentation before the device is adopted in a future edition of the MUTCD.  FHWA Official Rulings website http://mutcd.fhwa.dot.gov/orsearch.asp List of FHWA communications regarding experiments, and interpretation of documents (Requests To Experiment / RTEs, response letters, progress reports, final reports, changes).  California Traffic Control Devices Committee (CTCDC) http://www.dot.ca.gov/hq/traffops/signtech/newtech/ Committee agendas, minutes, annual reports, experiment status and reports, experimentation guidelines and requests, implementation of FHWA-issued Interim Approvals.  FHWA (U.S.) Manual on Uniform Traffic Control Devices (MUTCD) (2009), Section 1A.10 http://mutcd.fhwa.dot.gov/ NOTE: All US MUTCD content appears in-line in the California MUTCD, with California differences shown in blue, and California tables and figures identified with (CA). Section 1A10 Interpretations, Experimentations, Changes and Interim Approvals covers the design, application and placement of traffic control devices other than those adopted in the MUTCD. Figure 1A.1 Process for Requesting and Conducting Experimentation for New Traffic Control Devices is a flowchart of the federal (FHWA) process. Figure 1A.2 Process for Incorporating New Traffic Control Devices into the MUTCD is a flowchart of the process after successful experimentation, a research study, or a request from a jurisdiction or interested party  California Manual on Uniform Traffic Control Devices (MUTCD) (2012), Section 1A.10 http://www.dot.ca.gov/hq/traffops/signtech/mutcdsup p/ca_mutcd2012.htm NOTE: All US MUTCD content appears in-line in the California MUTCD Figure 1A.1 (CA) Process for Requesting and Conducting Experimentation for New Traffic Control Devices in California is a flowchart of the California (CTCDC) process. Figure 1A.101 (CA) Process for the Use of Traffic Control Devices Approved as Interim Approval (IA) by FHWA is a flowchart of additional steps in California before a device granted Interim Approval by FHWA may be used. 4.1.a Packet Pg. 204 Attachment: 20 - 08 04 Agenda re CSSA Final Report (Final San Jacinto CSSA) (Complete Streets Safety Assessment Final Report) 26 REFERENCES Appleyard, Bruce. 2009. Pedestrian and Bicycle Planning. An ICMA Green Book Local Planning: Contemporary Principles and Practice. Editors: Hack et al. ICMA California Local Government Commission, Center for Livable Communities. “Economic Benefits of Walkable Communities”. http://www.lgc.org/freepub/PDF/Land_Use/focus/walk_to_money.pdf. Dill, Jennifer. “Measuring Connectivity for Bicycling and Walking." Presented at Pro Walk/ Pro Bike, September 9, 2004. Accessed online at http://web.pdx.edu/~jdill/PWPB_Connectivity_slides.pdf. Pedestrian and Bicycle Information Center. “El Cajon’s Road Diet Case Study.” http://www.walkinginfo.org/library/details.cfm?id=3967. Zegeer, Charles V., et al. Safety Effects of Marked Versus Unmarked Crosswalks at Uncontrolled Locations. Report HRT-04-100. http://www.thrc.gov/safety/pubs/04100/index.htm CROW, Design Manual for Bicycle Traffic, The Netherlands http://www.crow.nl/nl/Publicaties/publicatiedetail?code=REC25 From the CROW English website, http://www.crow.nl/English CROW is The Netherlands technology platform for transport, infrastructure and public space. It is a not-for-profit organization in which the government and businesses work together in pursuit of their common interests through the design, construction and management of roads and other traffic and transport facilities. Active in research and in issuing regulations, CROW focuses on distributing knowledge products to all target groups. Transport for London, London Cycling Design Standards, UK http://www.tfl.gov.uk/businessandpartners/publications/2766.aspx Thompson, Laura and Julie Bondurant, Trail Planning in California, Solano Press, 2009 Fundamentals of Traffic Engineering, 16th Edition, Chapter 21: Bicycle Facilities; UC Berkeley Institute of Transportation Studies, 2007. DeRobertis, Michelle and Rhonda Rae, Buses and Bicycles: Design Options For Sharing The Road, ITE Journal, May 2001. Thomas, Beth and Michelle DeRobertis, Cycle Track Literature Review, Accident Analysis and Prevention, Volume 52, pp 219-227, March 28, 2013. Hillsman, Edward L. et al, A Summary of Design, Policies and Operational Characteristics for Shared Bicycle/Bus Lanes, Project No. BDK85 977-32, University of South Florida, July 2012 4.1.a Packet Pg. 205 Attachment: 20 - 08 04 Agenda re CSSA Final Report (Final San Jacinto CSSA) (Complete Streets Safety Assessment Final Report) 27 Mekuria, Maaza C., Peter G. Furth, and Hilary Nixon, Low-Stress Bicycling And Network Connectivity, Mineta Transportation Institute, May 2012 Thompson S.R. et al, Bicycle-Specific Traffic Signals: Results from a State-of-the-Practice Review, Transportation Research Board, January 2013, Paper # 13-0536 4.1.a Packet Pg. 206 Attachment: 20 - 08 04 Agenda re CSSA Final Report (Final San Jacinto CSSA) (Complete Streets Safety Assessment Final Report) 29 Appendix D: Street Connectivity 4.1.a Packet Pg. 207 Attachment: 20 - 08 04 Agenda re CSSA Final Report (Final San Jacinto CSSA) (Complete Streets Safety Assessment Final Report) 30 Importance of Street Connectivity Providing direct paths for bicyclists and pedestrians via well-connected street networks is important for encouraging bicycling and walking by helping people overcome real and perceived senses of distance. Street connectivity is also associated with public health benefits. The SMARTRAQ Project analysis in Atlanta, Georgia, found that doubling the current regional average intersection density, from 8.3 to 16.6 intersections per square kilometer was associated with a reduction in average per capita vehicle mileage of about 1.6 percent. Furthermore, the Frank et al. (2006) study of King County, Washington, found that per-household VMT declines with increased street connectivity, all else held constant. Policies for Street Connectivity A network of safe, direct, and comfortable routes and facilities: A 2004 PAS report recommends that pedestrian (and bicycle) path connections to be every 300 to 500 feet; for motor vehicles, they recommend 500 to 1,000 feet.1 2 For new development, such standards can be implemented through ordinances, like those of the regional government of Portland Oregon, Metro, which requires street connectivity in its Regional Transportation Plan and in the development codes and design standards of its constituent local governments.3 Measuring Connectivity The following discussion of measuring street connectivity is provided as a resource and not officially a part of regular BSA processes. However, individuals are certainly encouraged to make such calculations. 1 Susan Handy, Robert G. Paterson, and Kent Butler, 2004, Planning for Street Connectivity: Getting from Here to There, PAS Report #515 (Chicago: APA Planners Press). 2 For more information on this topic, see American Association of State Highway and Transportation Officials (AASHTO), AASHTO Guide for the Design of Pedestrian Facilities (Washington, D.C., AASHTO, 2004); AASHTO Guide for the Development of Bicycle Facilities (Washington, D.C., AASHTO, 1999; updated 2009); Institute of Traffic Engineers (ITE), Traffic Calming Guidelines and ITE Context-Sensitive Solutions in Designing Major Urban Thoroughfares for Walkable Communities? (Washington, D.C.: ITE, 2006), http://www.ite.org/bookstore/RP036.pdf (accessed September 3, 2008). 3 The regional government of Portland Oregon, Metro, requires street connectivity in its Regional Transportation Plan and in the development codes and design standards of its constituent local governments as follows: local and arterial streets be spaced no more than 530 feet apart (except where barriers exist), bicycle and pedestrian connections must be made (via pathways or on road right of ways) every 330 feet, Cul de sacs (or dead-end streets) are discouraged and can be no longer than 200 feet, and have no more than 25 dwelling units. 4.1.a Packet Pg. 208 Attachment: 20 - 08 04 Agenda re CSSA Final Report (Final San Jacinto CSSA) (Complete Streets Safety Assessment Final Report) 31 Jennifer Dill (2004) presents the following measures of street connectivity:  Intersection density  Street density  Average block length  Link/node ratio  Connected node ratio = intersections/ (intersections + cul-de-sacs)  Alpha index = number of actual circuits/ maximum number of circuits Where a circuit is a finite, closed path starting and ending at a single node  Gamma index = number of links in the network/ maximum possible number of links between nodes  Effective walking area = number of parcels within a one-quarter mile walking distance of a point/ total number of parcels within a one-quarter mile radius of that point  Route directness = route distance/ straight-line distance for two selected points Dill suggests that route directness (RD) is perhaps the best connectivity measure to reflect minimizing trip distances, but may be difficult to use in research and policy. However, it may be applied in practice by randomly selecting origin-destination pairs and calculating a sample for the subject area. ___________________________ Susan Handy, Robert G. Paterson, and Kent Butler, 2004, Planning for Street Connectivity: Getting from Here to There, PAS Report #515 (Chicago: APA Planners Press). For more information on this topic, see American Association of State Highway and Transportation Officials (AASHTO), AASHTO Guide for the Design of Pedestrian Facilities (Washington, D.C., AASHTO, 2004); AASHTO Guide for the Development of Bicycle Facilities (Washington, D.C., AASHTO, 1999; updated 2009); Institute of Traffic Engineers (ITE), Traffic Calming Guidelines and ITE Context-Sensitive Solutions in Designing Major Urban Thoroughfares for Walkable Communities? (Washington, D.C.: ITE, 2006), http://www.ite.org/bookstore/RP036.pdf (accessed September 3, 2008). The regional government of Portland Oregon, Metro, requires street connectivity in its Regional Transportation Plan and in the development codes and design standards of its constituent local governments as follows: local and arterial streets be spaced no more than 530 feet apart (except where barriers exist), bicycle and pedestrian connections must be made (via pathways or on road right of ways) every 330 feet, Cul de sacs (or dead-end streets) are discouraged and can be no longer than 200 feet, and have no more than 25 dwelling units. 4.1.a Packet Pg. 209 Attachment: 20 - 08 04 Agenda re CSSA Final Report (Final San Jacinto CSSA) (Complete Streets Safety Assessment Final Report) SAFE TRANSPORTATION RESEARCH AND EDUCATION CENTER (SAFETREC) UNIVERSITY OF CALIFORNIA, BERKELEY About the Safe Transportation Research and Education Center (SafeTREC) Founded in 2000, SafeTREC is part of the University of California, Berkeley, affiliated with the School of Public Health and the Institute of Transportation Studies, with additional partnerships with the Department of City and Regional Planning, Public Policy, and Transportation Engineering. SafeTREC helps the California Office of Traffic Safety (OTS) administer its Community Pedestrian and Bicycle Safety Training workshops and support various safety initiatives from other California agencies, including the California Department of Transportation (Caltrans), by providing programs such as:  Community Pedestrian and Bicycle Safety Program  Complete Streets Safety Assessments  Global Road Safety  Tribal Road Safety  Collaborative Sciences Center for Road Safety SafeTREC’s mission is to reduce transportation-related injuries and fatalities through research, education, outreach, and community service. 2614 Dwight Way Berkeley, CA 94720-7374 safetrec@berkeley.edu www.safetrec.berkeley.edu 4.1.a Packet Pg. 210 Attachment: 20 - 08 04 Agenda re CSSA Final Report (Final San Jacinto CSSA) (Complete Streets Safety Assessment Final Report) City of San Jacinto Complete Streets Safety Assessment Benchmark and Project Estimates Benchmark Topic Description of Benchmark Time of completion 1. Implementation of Americans with Disabilities Act Improvements Description: This will help improve walking conditions for all pedestrians. Most intersections have ADA ramps. However, only a small number of ramps have truncated domes. Recommended Action: Continue adding ADA ramps at intersections that currently lack them and increase the number of ramps that feature walking surface indicators (truncated domes). In Progress 2. Public Involvement and Feedback Process Description: The City currently conducts outreach as part of the Active Transportation Program and the General Plan update process. In addition to hosting meetings at schools and other public settings. An online feedback portal allows members of the public to submit feedback digitally. Recommended Action: Host regular community engagement opportunities around bicycle and pedestrian issues. Allow for specific bicycle and pedestrian safety feedback to be submitted through the 311 portal. In Progress 3. Speed Limits and Speed Surveys Description: Only reviewing data in response to reported concerns or frequent collisions. Recommended Action: Consider pedestrian and bicycle volumes when setting speed limits and employ speed reduction engineering strategies in locations where speed surveys suggest traffic speeds are too high for pedestrian and bicycle safety. Explore the use of 15 mph school zones. In Progress 4. Roadway Surfaces Description: Conduct evaluations for roadway surface quality for bike lanes and bike routes. Prioritizing the maintenance of roadways where bicycle facilities are present. Removing debris that is in the roadways will become a priority where bike facilities are present. Recommended Action: City staff has already been evaluating the roads with a pavement management system. City staff can regularly go evaluate the roads on a yearly basis and focus on bike facilities. Engineering can work with public works department on prioritizing the areas where debris removal should take place on roadway surfaces. In Progress 5. Inventory of bikeways, bike parking, and key bicycle opportunity areas Description: City Engineering department assesses the pavement of the City. During these assessments, City Engineering staff will take inventory during the pavement assessment and as needed to get the inventory of the bikeways, bike parking, and key bicycle opportunity areas. Recommended Action: During pavement assessments City staff can take inventory of the bikeways, sidewalks, and informal pathways. Include an inventory of bikeways on the City’s website. <6 months 6. Inventory of Sidewalks, informal pathways, and key Description: Establishing an inventory enables project identification and prioritization, project coordination with new development, and roadway resurfacing. <6 months 4.1.b Packet Pg. 211 Attachment: 20 - 08 04 Agenda re CSSA Final Report (Benchmark Topics) (Complete Streets Safety Assessment Final Report) pedestrian opportunity areas Recommended Action: Expand the inventory to include comprehensive inventory of informal pathways, crosswalks, sidewalks, curb ramps, and key pedestrian opportunity areas in the City. 7. Collision History and Collision Reporting Practices Description: The City of San Jacinto is committed to developing a Local Road Safety Plan (LRSP). This is a plan that is equivalent to a vision zero policy. Caltrans funds 90% of the total costs of the plan. This plan will help systematically identify and analyze the safety problems and recommend safety improvements. Collecting collision history and collision reporting practices will help give a more complete safety needs assessment for the City. Funding can then be allocated in the Capital Improvement Program to complete projects. Recommended Action: Continue with the development of the local road safety plan. After the local road safety plan analyze traffic data on a more routine basis to determine where areas of concern are for the City. City can prioritize collision areas with a map to determine where appropriate safety measures will be placed (this map can be done currently). LRSP <6 months, working on getting the consultant for implementation. Other parts to this recommendation 12-24 month. 8. ADA Transition Plan Description: Completing in the fiscal year 19/20. The plan will be assessing parks, facilities, major intersections, and a portion of the downtown area for compliance with ADA requirements. This will help create an inventory, prioritization plan, and funding source for the necessary improvements. Recommended Action: Make funding available to complete the entire City over the next few years. Develop ADA improvement programs that the City can have a designated funding source. Prioritize sub-areas within the City that exhibit greatest pedestrian activity. <12 months 9. Collect Pedestrian and Bicyclist Volumes with Traffic Studies Description: City Engineering department will make it a priority to incorporate pedestrian and bicyclist counts when there are traffic studies that are being completed for the City. This will help show where bicycle paths, pedestrian paths, and safety measures should be placed. Recommended Action: When engineering performs traffic studies, we will incorporate doing bike and ped counts. This depends on funding for each segment that we would like to have counted. <12 months 10. Coordination with local agencies (lumped proactive approach to institutional coordination, coordination with schools, emergency response, health agencies, transit agencies) Description: Identify pathways for improved coordination with stakeholders for infrastructure. Recommended Action: Incorporate the surrounding agencies and stakeholders in meetings for projects. Determine if there are any priority areas that are in the City. Schools: collaborate with the school district Emergency Response: Collaboration with agencies Health Agencies: Collaboration with agencies. Transit Agencies: Collaboration with agencies and highlight connections with transit. <12 months 11. Pedestrian Safety Audit Program Description: Has no safety program, but City staff has conducted walking audits sporadically. <12 months 4.1.b Packet Pg. 212 Attachment: 20 - 08 04 Agenda re CSSA Final Report (Benchmark Topics) (Complete Streets Safety Assessment Final Report) Recommended Action: Plan regular walking/biking/driving audits for the City at locations determined by residents or City staff. At these audits it should incorporate other agencies. 12. Bicycle safety audit program Description: There are no bicycle safety audit programs. Recommended Action: Conduct regular bicycling audits and city-wide bicycle safety program. Conduct bicycle safety audits of key corridors throughout the City, including those with recent improvements, those with heavy bicycle demand, and those with high collision rates. <12 months 13. Funding Description: The City of San Jacinto depends on grant funding for projects and has been successful in the past. Establishing a more dedicated source of funding for pedestrian and bicycle projects would be more efficient. Recommended Action: Discuss with the finance team the availability of funds to incorporate yearly projects or at least have money set aside if projects like this come up in the year. Partner with neighboring agencies and continue to apply for grant funding. Utilize WRCOG grant writing assistance as well as their lists that show available grants. This can also be for non-infrastructure as well. 12-24 months 14. Existing bike network Description: The City of San Jacinto is committed to expanding the bike network for San Jacinto. Conduct level of traffic stress assessment of existing and proposed bikeways to help prioritize proposed projects. Prioritize bicycle projects to align with roadway resurfacing and projects that are near school sites. If there are any areas to incorporate more innovative features this would be included. Recommended Action: Continue to build on from the trails master plan. This task goes hand in hand with funding. Partner with agencies to see if they would be interested in supporting the bike paths. This can be difficult due to the changing of the landscape of the City. Conduct level of traffic stress assessment of existing and proposed bikeways. 12-24 months 15. Bike Network Implementation Practices Description: Traffic calming measures are implemented in conjunction with bikeway installation sometimes. When implementing projects that are needed for the City there should be more consideration for traffic stress. Recommended Action: Focus on low stress bikeways (protected bike lanes) and bicycle boulevards. Prioritize bicycle projects to align with roadway resurfacing and projects that are near school site. Secure enough funding for repaving and other complete streets projects to allow for installation of protected bike facilities and intersection improvements. Evaluate existing bicycle network in terms of level of traffic stress. 12-24 months 16. Traffic Calming Program Description: This program will go further than setting up speed bumps to help guide decisions on and streamline the request process. The City should designate a steadier funding source. This program should consider allocating a portion of funding to proactive traffic calming, such as safe routes to schools and then allocate the rest to specific community requests. 12-24 months 4.1.b Packet Pg. 213 Attachment: 20 - 08 04 Agenda re CSSA Final Report (Benchmark Topics) (Complete Streets Safety Assessment Final Report) Recommended Action: Consider creating a traffic calming policy beyond speed bumps to help guide decisions on and streamline the request process. Incorporate the speed bump program’s budget with the new policies. Work on having a dedicated funding source for traffic calming projects. 17. Crosswalk installation, removal, and enhancement policies Description: Utilizing City of San Jacinto’s feasibility analysis will give City staff the ability to determine if crosswalks are appropriate at requested locations. This policy should have a designated funding source in order to complete any installations, removals, or enhancements that the analysis requires. Recommended Action: Utilizing triple four crosswalk designs when going on the streets. Look at midblock crossings, establishing flashing beacons, roadway warning lights, in roadway pedestrian signs for both signalized locations and unsignalized locations. Ensure that the policy reflects best practices and recent research. 12-24 months 18. Pedestrian and Bicycle Traffic Control Audit (signs, Markings, and Signals) Description: Plan regular formalized walking audits with multi- disciplinary partners to assess San Jacinto’s walking environment. Recommended Action: Work on replacing traffic light bulbs with LED for more visibility. Traffic sign and traffic control device inventory, including information about which are CA MUTCD compliant. Proactive monitoring program for ensuring the quality and proper functioning of traffic control devices. Send out RFP for traffic engineer to complete this on a yearly basis. 12-24 months 19. Active Transportation Plan Description: The City has an updated Trails Master Plan in 2018 detailing existing walking, biking, and multi-use paths within San Jacinto’s streets and open spaces. Recommended Action: Implement low hanging projects in the TMP and seek grant funding for major projects. Identify best strategies for implementation on projects. Provide regular updates to the Trails Master Plan including bicycle facilities and design guidelines that address the needs of bicyclists and pedestrians of all ages and abilities. >24 months 20. Complete Streets Policy Description: City staff is already in the process of completing a complete street policy with the 2040 general plan update. Recommended Action: Identify strategies for planning and designing for all travel modes. >24 months 21. Formal Advisory Committee Description: Establish a committee that has regular meetings to discuss the transportation issues that are within the City. This committee will hold public meetings at established forums in the community such as churches, senior centers, or schools. The committee should discuss and prioritize projects for the City that can incorporate the City’s traffic safety and transportation demands of the City. Recommended Action: Encourage regular meetings of the transportation subcommittee, add a category to the City’s citizen request program related to bicycle and pedestrian safety, and hold public meetings with established forums in the community. >24 months 22. Pedestrian and Bicycle Safety Description: Safety education programs complement engineering treatments and increase compliance. Education campaigns target >24 months 4.1.b Packet Pg. 214 Attachment: 20 - 08 04 Agenda re CSSA Final Report (Benchmark Topics) (Complete Streets Safety Assessment Final Report) Education Program people of all ages, especially school age children where safe walking and biking habits may be instilled as lifelong lessons. San Jacinto provides safe routes to school and youth safety projects funded through the office of transportation safety grants. Recommended Action: Conduct formal education campaigns for all ages. Consider partnering with the school district, youth centers, and non-profits. 23. Traffic Signal and Stop Sign Warrants Description: Used MUTCD Warrants. Develop more relaxed warrants that are bicycle and pedestrian friendly. For example, have a requirement be three collisions instead of five collisions for a stop sign. Recommended Action: Develop relaxed City-specific signal and stop sign warrants that are bicycle and pedestrian friendly. >24 months 24. Design standards requiring implementation of the sidewalk zone system Description: Street furniture encourages walking by accommodating pedestrians with benches to rest along the route or wait for transit; trash receptacle to maintain a clean environment; street trees for shade, and so on. This can enhance the design of the pedestrian realm and may improve economic vitality. The City should adopt ordinances to include locations and furniture amenities. Recommended Action: Adopt a street furniture or sidewalk zone ordinance that includes locations and furniture amenities other than those associated with transit stops, prioritize pedestrian safety, access, and pedestrian-serving amenities citywide. >24 months 25. Bicycle supportive amenities and wayfinding Description: Bicycle supportive amenities are very limited or not provided in the community. Recommended Action: Develop bicycle wayfinding strategy citywide but there is not as many bicycle routes. Develop a pilot program for bicycle supportive amenities at key locations in the city such as transit stops, schools, and downtown, to include bicycle fix-it stations, water fountains, and similar amenities. Develop a biking guide that includes a City’s Bike Map and bicycle locker and rack locations. >24 months 26. Bike Ordinances (Sidewalk Riding) Description: Consider permitting sidewalk riding on sidewalks of a certain width or when an on-street facility is absent, provide people with options for safe bicycle travel. Recommended Action: Allow sidewalk riding where there is a wide enough sidewalk. >24 months 27. Transportation Demand Management Program Description: TDM programs encourage multimodal travel by incentivizing non-automobile options. Recommended Action: Establish voluntary TDM programs with the option for reduced fee transit passes. >24 months 28. Historic Sites Description: Encourage active transportation and enhance economic vitality. There is limited signage to access public destinations including the library and has no plan in place to address bicycle and pedestrian access to historic sites. Recommended Action: Identify key historic destinations throughout the City and address bicycle and pedestrian access to these sites via wayfinding and the establishment of dedicated walking and biking routes. >24 months 4.1.b Packet Pg. 215 Attachment: 20 - 08 04 Agenda re CSSA Final Report (Benchmark Topics) (Complete Streets Safety Assessment Final Report) 29. Enforcement Description: The City has used OTS grants to patrol pedestrian violations by drivers, bicyclists, and pedestrians finding that violations are evenly distributed throughout the City. Police Departments conducts sustained bicycle/pedestrian safety-related enforcement efforts, which may include resource sharing with neighboring cities. Recommended Action: Use collision data to help determine enforcement needs related to specific locations and violation types. Train officers in bicycle and pedestrian enforcement principles. Work to ensure that new enforcement activities do not result in disproportionate impacts on low-income communities and communities of color. >24 months 30. Bicycle Parking Requirements Description: Consider security enhancements of parked bikes, such as additional lockers and caged areas with limited access. Secured bicycle parking at all new development. Recommended Action: Implement short term and long term secured bicycle parking at new development. This would be best to incorporate RTA to see what recommendations that they would like. This should include security enhancements for parked bikes. Consider bicycle parking standards dependent on the land use. These enhancements would be difficult to get due to funding. Seek partnering with other stakeholders. Incorporate having private developments put bicycle parking in the facilities that they are developing. >24 months 31. Economic Vitality Description: Has a business improvement district, façade improvement program, or downtown parking policies. Improve the façade improvement program, increase business improvement districts, progressive downtown parking policies. Recommended Action: Improve the built environment in business areas through BID’s and the development and implementation of a parking plan for the downtown area. Use wayfinding, walking routes, and events to encourage economic activity throughout the City. >24 months 32. Shared Mobility Services policy Description: Adopt a citywide curb management policy to designate how the City will prioritize and proactively plan for curb uses in commercial areas and to make sure that the curb has the highest and best use of space. Develop a micro mobility policy in order to prioritize pedestrian and bicyclist safety and keep the sidewalk organized, accessible, and usable for people of all abilities. Recommended Action: Developing a micro mobility policy and a curb management policy. This can prioritize pedestrian and bicyclist safety and keep the sidewalk organized, accessible, and usable for people of all abilities. >24 months 33. Designate a Bike/Pedestrian Coordinator Description: This position would be to set up interdepartmental coordination, grant writing, agency coordination, and coordinating audits when necessary. This coordinator will give advice on which projects should be prioritized. Recommended Action: Designate a bike/pedestrian coordinator. >24 months 34. Street Tree Requirements Description: San Jacinto has a street tree ordinance, but it does not improve pedestrian safety or access. >24 months 4.1.b Packet Pg. 216 Attachment: 20 - 08 04 Agenda re CSSA Final Report (Benchmark Topics) (Complete Streets Safety Assessment Final Report) Recommended Action: Update the street tree requirement to incorporate more carbon sequestering trees and ones that can provide more benefits to the residents for all kinds of traffic. The ordinance should also include permitting requirements, drought tolerance trees, and specify a requirement for the planting of trees for land development. 35. General Plan: Provision for Pedestrian Bicycle Nodes Description: Pedestrian and bicycle nodes are identified, and pedestrian-oriented policies are in place for these nodes. Recommended Action: Update the general plan circulation element to include specific language to incorporate suggestions from the TMP. Create an overlay district for pedestrian and bicycle nodes with special pedestrian-oriented and bicycle-oriented guidelines. Prioritize sidewalk and bikeway improvement projects in these nodes. Establish quantifiable multi-modal service objectives that can be applied across all modes. >24 months 36. General Plan: Densities and Mixed-Use Zones Description: Has moderate to high densities in the CBD, mixed-use zones, and progressive parking policies. Recommended Action: Encourage pedestrian-oriented development to facilitate multimodal trips. Enhance bicycle and pedestrian friendly goals, policies, and actions. Check with Trail Master Plan. >24 months 37. Specific plans, overlay zones, and other area plans Description: San Jacinto has plans that require bicycle and pedestrian accommodations, and placemaking. There is not a high priority on walkability or placemaking. Recommended Action: Stress bicyclist and pedestrian oriented design, walkability, and/or placemaking in all new specific plans, overlay zones, and other area plans. The City should remain their focus on having all parks and trails be based on pedestrian and bicycle travel. >24 months 38. Design Guidelines and Standards Description: Local standards reference national best practices but are static or out of date. There are minimal customized design policies for pedestrian and bicycle accommodations. Recommended Action: Update and implement comprehensive design guidelines and standards for pedestrian and bicycle treatments. Use national best practices for bike and pedestrian safety. >24 months 39. Resume Safe Routes to School Program Description: City staff is working with Riverside University Health Systems and the San Jacinto Unified School District to continue the Safe Routes to School Program. Recommended Action: Contingent upon Riverside University Health System for the ATP Cycle 5 grant. In Progress 4.1.b Packet Pg. 217 Attachment: 20 - 08 04 Agenda re CSSA Final Report (Benchmark Topics) (Complete Streets Safety Assessment Final Report) 4.1.b Packet Pg. 218 Attachment: 20 - 08 04 Agenda re CSSA Final Report (Benchmark Topics) (Complete Streets Safety Assessment Final Report) City of San Jacinto Complete Streets Safety Assessment Community Workshop Engineering Department 4.1.c Packet Pg. 219 Attachment: 20 - 08 04 Agenda re Complete Streets Safety Assessment Final Report (CSSA Presentation) Introduction Esplanade Avenue •City of San Jacinto Requested the Safe Transportation Research and Education Center at UC Berkeley to conduct a Complete Streets Safety Assessment (C SSA). •The main goal is to improve safety and accessibility for all people walking and biking in San Jacinto. •City Council directed City staff to have a workshop on March 17,2020 to discuss the CSSA report. •Due to COVID-19 the workshop has been delayed until today. 4.1.c Packet Pg. 220 Attachment: 20 - 08 04 Agenda re Complete Streets Safety Assessment Final Report (CSSA Presentation) Background •Key collision trends include: •916 collisions (January 2014-December 2018) •6.6% involved pedestrians •7.2% involved bicyclists •50% of pedestrian collisions occurred on roadways outside of crosswalks •29% of collisions are caused by speeding •12% of collisions resulted in severe injuries or death 4.1.c Packet Pg. 221 Attachment: 20 - 08 04 Agenda re Complete Streets Safety Assessment Final Report (CSSA Presentation) Background •San Jacinto ranked 38th out of 94 California Cities in traffic collisions (1 being worst). •In most Categories the City ranks toward the middle or better among cities in similar size. 4.1.c Packet Pg. 222 Attachment: 20 - 08 04 Agenda re Complete Streets Safety Assessment Final Report (CSSA Presentation) Background Collision history Jan 2014 to Dec 2018 916 collisions •6.6% -60 involved pedestrians •7.2% -66 involved bicyclists •50% of pedestrian collisions occurred on roadways outside of crosswalks 6.6% 7.2% 86% Number of Collisions for Pedestrians and Bicyclists January 2014 -December 2018 Pedestrian Bicyclists Other Collisions 4.1.c Packet Pg. 223 Attachment: 20 - 08 04 Agenda re Complete Streets Safety Assessment Final Report (CSSA Presentation) Complete Streets Safety Assessment •Fehr & Peers was selected to perform the assessment. •This assessment included: •Evaluating City’s existing bicycle and pedestrian programs, policies, and practices. •Field walking audits at various locations in San Jacinto. 4.1.c Packet Pg. 224 Attachment: 20 - 08 04 Agenda re Complete Streets Safety Assessment Final Report (CSSA Presentation) Engineering’s Recommendations for Programs and Goals through FY 2021/22 4.1.c Packet Pg. 225 Attachment: 20 - 08 04 Agenda re Complete Streets Safety Assessment Final Report (CSSA Presentation) Implementation of ADA Improvements •City will be continuing to add ADA ramps in existing CIP projects. •Addition of treaded walking surfaces. •These improvements will be continually added during capital improvement projects. 4.1.c Packet Pg. 226 Attachment: 20 - 08 04 Agenda re Complete Streets Safety Assessment Final Report (CSSA Presentation) Public Involvement and Feedback Process •Cit y current ly conducts outreach as part of the active transportation program and the general plan update process. •Cit y will continue to conduct communit y engagement activities. 4.1.c Packet Pg. 227 Attachment: 20 - 08 04 Agenda re Complete Streets Safety Assessment Final Report (CSSA Presentation) Roadway Surfaces •City staff currently conducts evaluations of roadway surface quality for bike lanes. •City staff will work together with Public Works to clear debris from bike lanes. •Prioritize rehabilitation for streets with bike lanes. 4.1.c Packet Pg. 228 Attachment: 20 - 08 04 Agenda re Complete Streets Safety Assessment Final Report (CSSA Presentation) Inventories of City Features •Inventories consist of: •Bikeways •Bike Parking •Sidewalks •Informal pathways •Key bike opportunity areas •Key pedestrian opportunity areas 4.1.c Packet Pg. 229 Attachment: 20 - 08 04 Agenda re Complete Streets Safety Assessment Final Report (CSSA Presentation) Collision History and Collision Reporting Practices •City is currently in the process of developing a local road safety plan. •Comprehensive approach to establishing goals,objectives,and traffic safety projects. This plan is very similar to a vision zero plan. •City staff will continue to proactively review traffic data to determine the most important safety projects. 4.1.c Packet Pg. 230 Attachment: 20 - 08 04 Agenda re Complete Streets Safety Assessment Final Report (CSSA Presentation) ADA Transition Plan •City staff is currently in progress of completing the plan within 2020. •This will help City staff understand where there needs to be ADA improvements and also to be more competitive when applying for grants. 4.1.c Packet Pg. 231 Attachment: 20 - 08 04 Agenda re Complete Streets Safety Assessment Final Report (CSSA Presentation) Collection Bicycle and Pedestrian Volumes •Establishing safe speed limits to account for pedestrian and bicycle traffic. •Wh en performing traffic studies,City staff will collect pedestrian and bicyclist volumes. 4.1.c Packet Pg. 232 Attachment: 20 - 08 04 Agenda re Complete Streets Safety Assessment Final Report (CSSA Presentation) Coordination with Local Agencies on projects •These local agencies include: •Schools •Emergency Response •Health Agencies •Transit Agencies •Tribal Agency 4.1.c Packet Pg. 233 Attachment: 20 - 08 04 Agenda re Complete Streets Safety Assessment Final Report (CSSA Presentation) Pedestrian and Bicycle Safety Audit Program •After review of traffic data, audits will take place from the Engineering department for bicycle and pedestrian safety. •This will help determine where priority projects can be implemented. 4.1.c Packet Pg. 234 Attachment: 20 - 08 04 Agenda re Complete Streets Safety Assessment Final Report (CSSA Presentation) Existing Bike Network •Continue to build projects from the Trails Master Plan. •Traffic stress assessments can be implemented for existing and proposed bikeways. •Currently,we are looking at the Active Transportation Program and SB1 LPP grant to build additional bike paths. •SB1 LPP will also rehabilitate Ramona Expressway. 4.1.c Packet Pg. 235 Attachment: 20 - 08 04 Agenda re Complete Streets Safety Assessment Final Report (CSSA Presentation) Bike Network Implementation Practices •Install a network of low stress bikeways. •Evaluate the existing bike network in terms of level of traffic stress. •Level of traffic stress is the level of comfort or discomfort a bicyclist might experience. 4.1.c Packet Pg. 236 Attachment: 20 - 08 04 Agenda re Complete Streets Safety Assessment Final Report (CSSA Presentation) Traffic Calming Program •This program will incorporate various safe strategies. •Some strategies include: •Increased law enforcement •Signing & Striping •Chicanes •Roundabouts •This program will help create an orderly process for traffic calming request s and implementation. •Establish a dedicated funding source for traffic calming projects. 4.1.c Packet Pg. 237 Attachment: 20 - 08 04 Agenda re Complete Streets Safety Assessment Final Report (CSSA Presentation) Crosswalk installation, removal, and enhancement policies •Ensure that crosswalks reflect best practices and recent research. •Triple Four Crosswalk •Implementing midblock crossings,establishing flashing beacons, and in roadway pedestrian signs are some examples that would be apart of this policy. Tr iple Four Crosswalk 4.1.c Packet Pg. 238 Attachment: 20 - 08 04 Agenda re Complete Streets Safety Assessment Final Report (CSSA Presentation) Pedestrian and Bicycle Traffic Control Audit •Complete a comprehensive inventory of signs and markings for bike and pedestrian traffic. •Develop a proactive monitoring program for ensuring quality on traffic control devices. 4.1.c Packet Pg. 239 Attachment: 20 - 08 04 Agenda re Complete Streets Safety Assessment Final Report (CSSA Presentation) Walking Audit Suggestions for Safety Projects 4.1.c Packet Pg. 240 Attachment: 20 - 08 04 Agenda re Complete Streets Safety Assessment Final Report (CSSA Presentation) Engineer Estimates •1) San Jacinto Ave. & Midway St.: $578,065 •2) San Jacinto Ave. & Commonwealth Ave.: $102,300 •3) San Jacinto Ave. & 7th St.: $94,763 •4) Megan Cope Elementary School: $111,100 •San Jacinto Avenue & Midway St. and San Jacinto Ave. & 7th St. will be included in this fiscal years CIP budget. Engineer ’s Recommendation 4.1.c Packet Pg. 241 Attachment: 20 - 08 04 Agenda re Complete Streets Safety Assessment Final Report (CSSA Presentation) San Jacinto Avenue to Midway Street (Applying for HSIP Cycle 10) 4.1.c Packet Pg. 242 Attachment: 20 - 08 04 Agenda re Complete Streets Safety Assessment Final Report (CSSA Presentation) Midway Avenue San Jacinto AvenueNorth Menlo Avenue 1 2 3 4.1.c Packet Pg. 243 Attachment: 20 - 08 04 Agenda re Complete Streets Safety Assessment Final Report (CSSA Presentation) North 4 Midway Avenue San Jacinto Avenue4.1.c Packet Pg. 244 Attachment: 20 - 08 04 Agenda re Complete Streets Safety Assessment Final Report (CSSA Presentation) 1 North San Jacinto AvenueMenlo Avenue 4.1.c Packet Pg. 245 Attachment: 20 - 08 04 Agenda re Complete Streets Safety Assessment Final Report (CSSA Presentation) 4.1.c Packet Pg. 246 Attachment: 20 - 08 04 Agenda re Complete Streets Safety Assessment Final Report (CSSA Presentation) 2 North San Jacinto AvenueSidewalk, AC Berm, and driveway improvements 4.1.c Packet Pg. 247 Attachment: 20 - 08 04 Agenda re Complete Streets Safety Assessment Final Report (CSSA Presentation) 3 Midway Avenue San Jacinto AvenueNorth 4.1.c Packet Pg. 248 Attachment: 20 - 08 04 Agenda re Complete Streets Safety Assessment Final Report (CSSA Presentation) 4 Midway Street San Jacinto AvenueNorth Sidewalk, AC Berm, and driveway improvements, 4.1.c Packet Pg. 249 Attachment: 20 - 08 04 Agenda re Complete Streets Safety Assessment Final Report (CSSA Presentation) San Jacinto and 7th Street (Will be included in San Jacinto Ave./Shaver St. improvements project) 4.1.c Packet Pg. 250 Attachment: 20 - 08 04 Agenda re Complete Streets Safety Assessment Final Report (CSSA Presentation) San Jacinto Avenue7th Street North 4.1.c Packet Pg. 251 Attachment: 20 - 08 04 Agenda re Complete Streets Safety Assessment Final Report (CSSA Presentation) QUESTIONS AND FEEDBACK 4.1.c Packet Pg. 252 Attachment: 20 - 08 04 Agenda re Complete Streets Safety Assessment Final Report (CSSA Presentation) August 4, 2020 TO: City Council REQUESTED BY: Sherry Morton, City Clerk APPROVED BY: Robert A. Johnson, City Manager SUBJECT: Urgency Ordinance Extending Temorary Outdoor Dining RECOMMENDATION: Adopt, by a 4/5 vote, AN URGENCY ORDINANCE OF THE CITY COUNCIL OF THE CITY OF SAN JACINTO EXTENDING SPECIAL TEMPORARY PROCEDURES FOR OUTDOOR DINING AND OTHER BUSINESS OPERATIONS. DISCUSSION: At its regular meeting on July 7, 2020, the City Council adopted an urgency ordinance establishing special temporary procedures for outdoor dining to enable local restaurants to serve patrons in parking lots and other outdoor locations in light of the COVID-19 emergency. The urgency ordinance was in response to an Executive Order issued by the Governor on July 1 that ordered the closure of indoor restaurant operations in most counties in the state. City staff quickly prepared temporary procedures, and the Emergency Services Director (City Manager) enacted the procedures by emergency order the same day, ahead of the Independence Day holiday weekend. The City Council affirmed the emergency order on July 7, and implemented the special temporary procedures until either August 5, 2020, or the date that the state lifts indoor dining restrictions. Staff proposed the August 5 deadline in order to ensure that temporary procedures would remain in place at least through the three weeks following the Governor’s Order, and so the City Council would have the opportunity to extend them at its August 4 meeting. After the procedures were put in place, the California Department of Public Health issued a subsequent order restricting indoor operations of barber shops, salons, and other personal services businesses as well. Therefore, the proposed Urgency Ordinance would: (1) extend the deadline of the temporary outdoor procedures indefinitely, until terminated by the City Council, and (2) extend temporary outdoor operations to retail and personal services businesses, unless the businesses are otherwise required to be conducted indoors. The proposed ordinance does not create any permanent rights, and despite the indefinite extension, the procedures are intended to be temporary. This action will just enable the City Council to eventually wind down these procedures in a more controlled manner that is not tied to state orders. Additionally, the Ordinance is not intended to hinder any private property rights; it will be up to individual landowners and tenants to determine whether expanding outdoor operations is appropriate for their properties and businesses. A more detailed description of the temporary procedures in contained in the July 7 staff report, which is attached. 4.2 Packet Pg. 253 FISCAL IMPACT: There is no fiscal impact associated with this Urgency Ordinance. ATTACHMENTS • Urgency Ordinance 20-11 • Urgency Ordinance 20-09 • Special Temporary Outdoor Dining Procedures ATTACHMENTS: San Jacinto - Urgency Ordinance ExtndingTemporary Outdoor Dining (7.28.20) Urgency Ordinance No. 20-09 Special Temporary Outdoor Dining Procedures 4.2 Packet Pg. 254 STATE OF CALIFORNIA ) ORDINANCE NO. 20-11 COUNTY OF RIVERSIDE ) ss CITY OF SAN JACINTO ) AN URGENCY ORDINANCE OF THE CITY COUNCIL OF THE CITY OF SAN JACINTO EXTENDING SPECIAL TEMPORARY PROCEDURES FOR OUTDOOR DINING AND OTHER BUSINESS OPERATIONS WHEREAS, Government Code section 8634 authorizes a city council or other designated city official to order rules and regulations to protect life and property during a state of emergency or local emergency; and WHEREAS, San Jacinto Municipal Code Section 2.36.060 designates the City Manager to serve as Emergency Services Director and make rules and regulation s to protect life and property; and WHEREAS, on March 4, 2020, Governor Newsom declared a state of emergency due to the outbreak of COVID-19; and WHEREAS, on March 17, 2020, the City Council declared a local emergency due to the COVID-19 outbreak; and WHEREAS, on July 1, 2020, the California Department of Public Health issued “Guidance on Closure of Sectors in Response to COVID-19,” requiring closure of indoor dine-in restaurants in Riverside County, and in response, the City’s Emergency Services Director issued an Emergency Order allowing for outdoor dining; and WHEREAS, on July 7, 2020, the City Council adopted Urgency Ordinance No. 20- 09 confirming the confirming the Emergency Order of the Emergency Services Director and adopting Special Temporary Guidelines and Procedures for Outdoor Din ing; and WHEREAS, pursuant to Urgency Ordinance No. 20-09, the Special Temporary Guidelines and Procedures for Outdoor Dining are set to expire at the later of the (1) August 5, 2020, or (2) the date that the State and other governmental agencies with jurisdiction remove all prohibitions on indoor dining; and WHEREAS, on July 13, 2020, the State Health Officer ordered the closure of indoor businesses in other sectors in addition to dining; and WHEREAS, establishing special temporary guidelines and procedures for outdoor dining, and extending such procedures to other business operations, is immediately necessary for the public peace, health, and safety in order to enable local dining and other businesses to remain in business while the public health order is in place, to prevent 4.2.a Packet Pg. 255 Attachment: San Jacinto - Urgency Ordinance ExtndingTemporary Outdoor Dining (7.28.20) (Urgency Ordinance Extending Temorary Outdoor further economic damage due to COVID-19, to provide nutritional and dining options, as well as other personal needs including but not limited to personal care services and exercise services, for residents during the period of the public health order, and to establish minimum safety standards for dining and other business activities in outdoor locations such as parking lots; and WHEREAS, extending the time period covered by the Special Temporary Guidelines and Procedures for Outdoor Dining is immediately ne cessary for the public peace, health, and safety in order to continue to enable business operations to choose to utilize the safety of outdoor operations even if the State Health Officer lifts the ban on indoor operations. NOW, THEREFORE, BE IT ORDAINED, by the City Council of the City of San Jacinto as follows: Section 1. The above Recitals are true and correct and are adopted as the findings of the City Council. Section 2. Urgency Ordinance No. 20-09 is hereby extended indefinitely and the Special Temporary Guidelines and Procedures for Outdoor Dining shall remain in effect until terminated by the City Council. The intent of this extension is not to create any permanent or vested rights to outdoor operations, but rather to allow termination of the Guidelines and Procedures as conditions warrant. The Guidelines and Procedures shall remain as temporary options that will eventually be terminated unless the City Council adopts a subsequent action to make the Guidelines and Procedures permanent. Section 3. The Special Temporary Guidelines and Procedures for Outdoor Dining shall apply equally to personal service businesses and retail businesses, provided that the business does not sell services or merchandise that are otherwise required to be sold indoors, such as marijuana dispensaries or adult-oriented businesses. Section 4. This Ordinance and Urgency Ordinance No. 20-09 do not in any way limit or interfere with any private property rights. Nothing herein requires a commercial property owner, property manager, or tenants to allow outdoor operations. Section 5. This Ordinance shall be an urgency ordinance and shall take immediate effect. Section 6. If any portion of this Ordinance shall be deemed invalid, illegal, unlawful or unenforceable, then such portion shall be severed and the remaining portions shall continue in full force and effect. 4.2.a Packet Pg. 256 Attachment: San Jacinto - Urgency Ordinance ExtndingTemporary Outdoor Dining (7.28.20) (Urgency Ordinance Extending Temorary Outdoor PASSED, APPROVED AND ADOPTED by the City Council of the City of San Jacinto at a regular meeting of said Council held on the August 4, 2020, by the following vote: AYES: NAYS: ABSENT: ABSTAIN: City of San Jacinto ____________________________ Andrew Kotyuk, Mayor ATTEST: ___________________________ City Clerk APPROVED AS TO FORM: BEST, BEST & KRIEGER LLP ____________________________ Michael J. Maurer 4.2.a Packet Pg. 257 Attachment: San Jacinto - Urgency Ordinance ExtndingTemporary Outdoor Dining (7.28.20) (Urgency Ordinance Extending Temorary Outdoor STATE OF CALIFORNIA ) COUNTY OF RIVERSIDE) ss CITY OF SAN JACINTO) CERTIFICATION I, Sherry Morton, duly appointed City Clerk of the City of San Jacinto, do hereby certify that the foregoing Urgency Ordinance No. 20-11 was passed, approved, and adopted by the City Council of the City of San Jacinto, California, at a regular meeting of the City Council held on the 7th of July 2020 by the following vote: AYES: NAYS: ABSENT: ABSTAIN: WITNESS MY HAND AND OFFICIAL SEAL the 4th day of August, 2020. _____________________________ Sherry Morton, City Clerk City of San Jacinto 4.2.a Packet Pg. 258 Attachment: San Jacinto - Urgency Ordinance ExtndingTemporary Outdoor Dining (7.28.20) (Urgency Ordinance Extending Temorary Outdoor STATE OF CALIFORNIA ) URGENCY ORDINANCE NO. 20-09 COUNTY OF RIVERSIDE ) ss CITY OF SAN JACINTO ) AN URGENCY ORDINANCE OF THE CITY COUNCIL OF THE CITY OF SAN JACINTO CONFIRMING ORDER OF EMERGENCY SERVICES DIRECTOR AND ADOPTING SPECIAL TEMPORARY PROCEDURES FOR OUTDOOR DINING WHEREAS, Government Code section 8634 authorizes a city council or other designated city official to order rules and regulations to protect life and property during a state of emergency or local emergency; and WHEREAS, San Jacinto Municipal Code Section 2.36.060 designates the City Manager to serve as Emergency Services Director and make rules and regulation s to protect life and property; and WHEREAS, on March 4, 2020, Governor Newsom declared a state of emergency due to the outbreak of COVID-19; and WHEREAS, on March 17, 2020, the City Council declared a local emergency due to the COVID-19 outbreak; and WHEREAS, on July 1, 2020, the California Department of Public Health issued “Guidance on Closure of Sectors in Response to COVID-19,” requiring closure of indoor dine-in restaurants in Riverside County; and WHEREAS, establishing special temporary guidelines and procedures for outdoor dining is immediately necessary for the public peace, health, and safety in order to enable local dining businesses to remain in business while the public health order is in place, to prevent further economic damage due to COVID -19, to provide nutritional and dining options to residents during the period of the public health order, and to establish minimum safety standards for dining in outdoor locations such as parking lots. NOW, THEREFORE, BE IT ORDAINED, by the City Council of the City of San Jacinto as follows: Section 1. The above Recitals and the Emergency Order of the Emergency Services Director are true and correct and are adopted as the findings of the City Council. Section 2. The July 1, 2020, Emergency Order of the Emergency Services Director is confirmed, and the City Council hereby adopts the “Special Temporary Outdoor Dining Guidelines and Procedures for Dine-In Restaurants” attached hereto and incorporated herein by reference. 4.2.b Packet Pg. 259 Attachment: Urgency Ordinance No. 20-09 (Urgency Ordinance Extending Temorary Outdoor Dining) Section 3. The City Manager/Emergency Services Director may modify the Special Temporary Guidelines and Procedures for Outdoor Dining or adopt additional regulations or clarifications as necessary to effectuate the purposes of this Order. Section 4. Interpretations of the Special Temporary Guidelines and Procedures for Outdoor Dining shall be made pursuant to the procedures for interpreting the Development Code. Section 5. This Ordinance shall be an urgency ordinance and shall take immediate effect. The Special Temporary Guidelines and Procedures for Outdoor Dining shall remain in effect until the later of: (1) August 5, 2020, or (2) the date that the State and other governmental agencies with jurisdiction remove all prohibitions on indoor dining. Nothing herein prohibits the City Council or Emergency Services Director from extending the Special Temporary Guidelines and Procedures for Outdoor Dining beyond this time. Section 6. If any portion of this Ordinance shall be deemed invalid, illegal, unlawful or unenforceable, then such portion shall be severed and the remaining portions shall continue in full force and effect. PASSED, APPROVED AND ADOPTED at a regular meeting of the City Council of the City of San Jacinto on the 7th day of July, 2020, by the following vote: AYES: Kotyuk, Ruiz, Ledezma, Lopez, Utz NAYS: None ABSENT: None ABSTAIN: None City of San Jacinto ____________________________ Andrew Kotyuk, Mayor ATTEST: ___________________________ Julia Espinoza, Records Clerk APPROVED AS TO FORM: BEST BEST & KRIEGER LLP __________________________ Michael J. Maurer, City Attorney 4.2.b Packet Pg. 260 Attachment: Urgency Ordinance No. 20-09 (Urgency Ordinance Extending Temorary Outdoor Dining) STATE OF CALIFORNIA ) COUNTY OF RIVERSIDE) ss CITY OF SAN JACINTO) CERTIFICATION I, Julia Espinoza, duly appointed Records Clerk of the City of San Jacinto, do hereby certify that the foregoing Urgency Ordinance No. 20-09 was passed, approved, and adopted by the City Council of the City of San Jacinto, California, at a regular meeting of the City Council held on the 7th of July 2020 by the following vote: AYES: Kotyuk, Ruiz, Ledezma, Lopez, Utz NAYS: None ABSENT: None ABSTAIN: None WITNESS MY HAND AND OFFICIAL SEAL the 7th day of July, 2020. _____________________________ Julia Espinoza, Records Clerk City of San Jacinto 4.2.b Packet Pg. 261 Attachment: Urgency Ordinance No. 20-09 (Urgency Ordinance Extending Temorary Outdoor Dining) SPECIAL TEMPORARY OUTDOOR DINING GUIDELINES AND PROCEDURES FOR DINE-IN RESTAURANTS Urgency Ordinance 20-09 VERSION: 7/1/20 4.2.c Packet Pg. 262 Attachment: Special Temporary Outdoor Dining Procedures (Urgency Ordinance Extending Temorary Outdoor Dining) 2 | P a g e Contents Preface ................................................................................................................................................ 3 Program Overview ............................................................................................................................. 3 Program Duration .............................................................................................................................. 3 City of San Jacinto COVID-19 Outdoor Permit Requirements .................................................... 3 Temporary Outdoor Dining Activity on Private Property .............................................................. 4 Private Parking Lots – Multi-Tenant Shopping Centers .............................................................. 4 Private Parking Lots – Stand-Alone Restaurants ......................................................................... 4 Private Parking Lots – Standards .................................................................................................. 4 Temporary Outdoor Dining Activity on Public Property (Rights-of-Way) ................................... 5 Physical Modifications/Signage; Lighting and Umbrellas ............................................................ 5 Alcoholic Beverages ......................................................................................................................... 6 Use of Tents or Shade Structures ...................................................................................................... 6 Permit Requirements ......................................................................................................................... 7 General Requirements ...................................................................................................................... 7 More Information ............................................................................................................................... 7 4.2.c Packet Pg. 263 Attachment: Special Temporary Outdoor Dining Procedures (Urgency Ordinance Extending Temorary Outdoor Dining) 3 | P a g e Preface On March 4, 2020 Governor Newsom issued a State of Emergency as a result of the threat of COVID-19, and on March 12, 2020, through Executive Order N-25-20, he directed all residents to heed any orders and guidance of state and local public health officials. Subsequently, on March 19, 2020, Governor Newsom issued Executive Order N-33-20 directing all residents to heed the State Public Health Officer's Stay-at-Home order which requires all residents to stay at home except for work in critical infrastructure sectors or otherwise to facilitate authorized necessary activities. On April 14th, the State presented the Pandemic Roadmap, a four-stage plan for modifying the Stay-at-Home order, and, on May 4th, announced that entry into Stage 2 of the plan would be imminent. On July 1, 2020, Governor Newsom and the California Department of Public Health issued “Guidance on Closure of Sectors in Response to COVID-19,” requiring closure of indoor dine-in restaurants in Riverside County. The order, however, permitted dine-in restaurants with outdoor dining to remain open. These temporary guidelines and procedures provide most dine-in restaurants the ability to convert portions of their parking field into temporary outdoor dining areas while adhering to public safety and physical distancing requirements. Program Overview The City of San Jacinto’s Special Temporary Outdoor Permit Program has been established to ensure businesses have the greatest ability to operate successfully through Phase 2 and 3 of the recovery process. Program Duration This program is established through an Emergency Order of the City of San Jacinto and shall remain in effect until: (a) the order is lifted or rescinded by the City Manager or City Council or (b) the later of: (1) August 5, 2020, or (2) the date that the State and other governmental agencies with jurisdiction remove all prohibitions on indoor dining. Nothing herein prohibits the City Council or Emergency Services Director from extending the Special Temporary Guidelines and Procedures for Outdoor Dining beyond this time. City of San Jacinto COVID-19 Outdoor Permit Requirements To promote public safety, the following requirements will be applicable to restaurants within the City of San Jacinto that establish temporary outdoor dining pursuant to this program. Permanent outdoor dining requirements are subject to review and approval of the City pursuant to Title 17 – Development Code of the San Jacinto Municipal Code. All temporary outdoor dining shall follow all local, County and State requirements applicable to dine-in restaurants. COVID-19 Industry Guidance for Dine-In Restaurants can be found here: https://covid19.ca.gov/pdf/guidance-dine-in-restaurants.pdf 4.2.c Packet Pg. 264 Attachment: Special Temporary Outdoor Dining Procedures (Urgency Ordinance Extending Temorary Outdoor Dining) 4 | P a g e Temporary Outdoor Dining Activity on Private Property Restaurants with access to private sidewalks or private parking may utilize these areas for dining activities in accordance with guidelines published by California Department of Public Health and contained herein. The total number of parking spaces that may be utilized varies depending on if the restaurant is part of a multi-tenant shopping center, or a stand-alone development. “Multi-Tenant Shopping Center” means centers or complexes which include more than one tenant and utilizes common driveways and parking areas. “Single-Tenant Developments” means the developments of a single restaurant that does not share access or parking with any other use. “Temporary Outdoor Dining” means parking areas that are converted to outdoor dining areas on a temporary basis pursuant to these standards and requirements. “Permanent Outdoor Dining” means outdoor dining that is intended to be installed as a permanent, or semi-permanent basis that is approved pursuant to Chapter 17.430.230 of the Development Code. Parking spaces converted, pursuant to these guidelines, are not required to be replaced or augmented for the duration of the program. Private Parking Lots – Multi-Tenant Shopping Centers With property owner consent, up to 30% of on-site private parking spaces counted for required parking may be converted to outdoor dining. The spaces must be located on the same parcel as the restaurant use or within the same shopping complex as close as practical to the restaurant use. Private Parking Lots – Single-Tenant Developments With property owner consent, up to 50% of on-site private parking spaces counted for required parking may be converted to outdoor dining. The spaces must be located on the same parcel as the restaurant use. Private Parking Lots – Standards Conversion of parking spaces in any private parking lot to temporary outdoor dining shall comply with all of the following: 1. The proposed outdoor dining area shall comply with public safety standards for emergency rescue, building access, and physical distancing requirements. 2. Landscaping and required buffer areas for the off-site parking spaces, shall be maintained. There shall be no parking, outside seating, or dining activities in these areas. 3. Disabled parking spaces shall not be converted to outdoor dining, used for staging or queuing, blocked, restricted, or modified in any way and must remain fully accessible at all times. 4. Drive aisles required for emergency access shall not be blocked at any time. 4.2.c Packet Pg. 265 Attachment: Special Temporary Outdoor Dining Procedures (Urgency Ordinance Extending Temorary Outdoor Dining) 5 | P a g e 5. Drive aisles required for access to unconverted parking spaces shall not be blocked at any time. 6. Sidewalks within private parking lots in excess of 5 feet in width may be used for outdoor dining provided that a minimum of 5 feet clearance is provided at all times, as well as any ramps or other accessible features. 7. All outdoor dining areas shall comply with all applicable County Health Department, Fire Department, Building & Safety, and Planning requirements. 8. Outdoor dining and retail activities within sidewalks and public rights-of-way shall maintain: a. Adequate pedestrian flow of at least 6 feet. b. Unobstructed access to public utilities, building entrances, crosswalks, bus stops and transit entrances; c. Pedestrian and traffic safety; and d. Aesthetic compatibility with surrounding area Temporary Outdoor Dining Activity on Public Property (Rights-of-Way) Establishing a Temporary Outdoor Dining area on public property requires issuance of an encroachment permit. Closure of streets requires the issuance of a Special Event Permit. Such permits shall be conditioned to minimize impacts to adjacent property owners and public health. The City reserves the right to remove a sidewalk dining space that (i) creates an obstruction to, or causes congestion of, pedestrian or vehicular traffic due to existing conditions on the surrounding public right-of-way if it finds the installation presents a danger to the health, safety or general welfare of the public (ii) a business violates the requirements of these Guidelines or State and Local orders. Physical Modifications, Lighting, and Umbrellas 1. Appropriate lighting of the sidewalk and dining space shall be maintained at all times if operating outside of daytime hours. 2. Use of removable or temporary barriers to define the dining space is permissible provided such barriers do not exceed 48” in height. 3. No heating, cooking or open flames are permitted in the outdoor area. 4. Space heaters are permitted provided that they are an outdoor approved type, are located in accordance with the manufacturer's recommendations, and are located at least two (2) feet from any (1) umbrella, tent or shade structure, (2) foliage, or (3) other flammable object or material. Space heaters shall not be located under or within any umbrella, tent or shade structure. 5. No food preparation, plastic food displays, food storage, or refrigeration apparatus shall be allowed in the outdoor area. 6. Umbrellas and other decorative material shall be fire-retardant, pressure-treated or manufactured of fire-resistant material. 4.2.c Packet Pg. 266 Attachment: Special Temporary Outdoor Dining Procedures (Urgency Ordinance Extending Temorary Outdoor Dining) 6 | P a g e Alcoholic Beverages Restaurants and food establishments licensed by the State of California will be permitted to sell and allow on premise consumption of alcoholic beverages within expanded dining areas on private property or within public property as permitted above. Establishments that serve alcoholic beverages in the outdoor dining area shall provide a physical barrier that meets the requirements of the Alcoholic Beverage Control Board. The applicant is responsible for managing these barriers and removing them when necessary. Outdoor dining shall comply with the following closing times: • Thursday through Saturday – close at 11:00 PM • Sunday through Wednesday – close at 10:00 PM Use of Tents or Shade Structures The following requirements shall apply to use of tents or shade structures. 1. The maximum size tents that may be placed will be 10-foot by 10-foot. Larger structures shall be reviewed and approved by the Planning Division and may require a Building or Fire Permit pursuant to the California Building and Fire Codes. 2. All tent legs must be secured in place using weights or stakes as recommended by the manufacturer. a. Ropes and straps should be high quality b. Bungee or rubber straps are prohibited c. Weights must be on the ground and not dangling d. Weights and lines must not pose a hazard and be clearly visible. i. Items that make acceptable weights: 1. 5-gallon bucket full of water, sand, or concrete 2. 4” PVC pipe at least 36” long filled with concrete 3. Large commercially available tent weights ii. Sandbags or salt bags 40lbs or heavier e. For maximum safety, tents should be secured as soon as they are put up, and brought down as soon as weight is removed. f. Do not leave unsecured tents at any time. g. Tents larger than 10’ x 10’ shall may require additional or alternative anchoring or security as determined by the Planning or Building & Safety Division or Fire Department. 3. Heaters of any kind shall not be used under tents or umbrellas. 4. Smoking is prohibited under tents and shade structures. 5. Tents must not have closed walls in place while open to the public, and all sides should be open for air flow. 4.2.c Packet Pg. 267 Attachment: Special Temporary Outdoor Dining Procedures (Urgency Ordinance Extending Temorary Outdoor Dining) 7 | P a g e Permit Requirements Proposed temporary outdoor dining activities that comply with the standards listed below shall be exempt from additional reviews and permits, provided that such temporary dining areas are removed upon completion of the program. Outdoor dining intended to be permanent shall be reviewed and approved as outlined in the Development Code. General Requirements No business shall engage in outdoor dining that does not comply with all applicable local, county and state requirements regarding: 1. Fire Access 2. Building Permit 3. Environmental Health Requirements 4. Riverside County Department of Health Orders 5. California Department of Health Orders Businesses may be required to modify operations if it is determined that such operation is detrimental to the public health, safety or welfare and must comply with all requirements of the City of San Jacinto Code Enforcement, Planning, and Building Divisions and Police and Fire Departments. Failure to comply with these standards may result in administrative penalties and citations. More Information For more information, contact the City of San Jacinto Planning Division at (951) 487-7330 or planning@sanjacintoca.gov. 4.2.c Packet Pg. 268 Attachment: Special Temporary Outdoor Dining Procedures (Urgency Ordinance Extending Temorary Outdoor Dining) August 4, 2020 TO: City Council REQUESTED BY: Robert Johnson, City Manager APPROVED BY: Robert A. Johnson, City Manager SUBJECT: Argument in Favor of Ballot Measure RECOMMENDATION: Staff recommends that the City Council discuss support for an argument in favor of the TUT ballot measure on the November 3, 2020, General Election Ballot. DISCUSSION: On July 21, 2020, the San Jacinto City Council adopted Resolution No. 3822, placing a local revenue measure on the November 3, 2020, General Election ballot. The measure provides the residents of San Jacinto the opportunity to determine if they want to increase revenues to fund priorities identified by the community that include:  Protecting local drinking water  Maintaining/improving 911 emergency, medical, and public safety response rates  Increasing public safety to include a new fire engine/crew  Increasing the number of deputies on patrol  Maintaining the long-term financial stability of the City  Supporting local businesses and jobs  Addressing homelessness  Preparing for and recovering from public health emergencies  Repairing streets, roads, and potholes  Providing for other general services  Requiring all funds to be used in San Jacinto The City Council unanimously adopted Resolution No. 3824 providing for the filing of primary and rebuttal arguments and setting rules for the filing of written arguments regarding a City measure to be submitted at the November 3, 2020, General Municipal Election. Resolution No. 3824 provides: that the City Council authorizes (i) the City Council or any member(s) of the City Council, (ii) any individual voter eligible to vote on the above measure, (iii) a bona fide association of such citizens or (iv) any combination of voters and associations, to file a written argument in favor of or against the City measure, accompanied by the printed name(s) and signature(s) of the author(s) submitting it, in accordance with Article 4, Chapter 3, Division 9 of the Elections Code of the State of California, and to change the argument until and including the 4.3 Packet Pg. 269 date fixed by the City Clerk (August 17, 2020), after which no arguments for or against the City measure may be submitted to the City Clerk. The City Manager is recommending that an argument supporting voter approval be submitted by the deadline (August 17, 2020) and sponsored by either an individual member of the City Council, as Mayor Pro Tem Crystal Ruiz has supported, or the entire San Jacinto City Council. FISCAL IMPACT: Funding for the ballot measure, including the printing of arguments and rebuttals, has been included in the adopted 2020-2021 Fiscal Year Budget. 4.3 Packet Pg. 270