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AGENDA
CITY COUNCIL – REGULAR MEETING
TUESDAY, JULY 7, 2020
5:30 PM CLOSED SESSION
6:30 PM OPEN SESSION
PUBLIC TELECONFERENCE NUMBER
(951) 465-7684, Conference ID #:565 281 985 #
SAN JACINTO CITY HALL
595 S. SAN JACINTO AVE
SAN JACINTO, CA 92583
951-487-4330
City of San Jacinto Page 1 Updated 7/1/2020 5:18 PM
ANDREW KOTYUK, MAYOR
CRYSTAL RUIZ, MAYOR PRO TEM
ALONSO LEDEZMA, COUNCILMEMBER
JOEL LOPEZ, COUNCILMEMBER
RUSS UTZ, COUNCILMEMBER
IMPORTANT MESSAGE REGARDING JULY 7, 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
#:565 281 985#.
Submission of Public Comments: For those wishing to make public comments at the July 7,
2020 City Council meeting, please submit your comments by email to be read aloud at the
meeting by the Records Clerk. Email comments to Julia Espinoza at
jespinoza@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 July 7, 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 7/1/2020 5:18 PM
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
1.3. Closed Session Report
1.4. Roll Call
1.5. Invocation
1.6. Pledge of Allegiance
1.7. Mayor / Council Member Reports / Discussions
1.8. 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 June 16, 2020 Regular Meeting
RECOMMENDATION:
Staff recommends that City Council approve the minutes of the June 16, 2020
regular City Council meeting.
Department: City Clerk
3.A.3. Minutes of the June 30, 2020 Special Meeting
RECOMMENDATION:
Staff recommends that the City Council approve the minutes of the June 30,
2020, Special City Council meeting.
Department: City Clerk
3.A.4. Treasurer’s Report at May 31, 2020
RECOMMENDATION:
Receive and File Treasurer’s Report for the month ending May 31, 2020.
Department: Finance
City of San Jacinto Page 3 Updated 7/1/2020 5:18 PM
3.A.5. Second Reading of Ordinance 20-08, Authorizing the levy of Special Tax in
Community Facilities District 2020-1
RECOMMENDATION:
Staff recommends that the City Council conduct the 2nd reading and approve
Ordinance 20-08, Authorizing the Levy of Special Taxes of Community
Facilities District No. 2020-1.
AN ORDINANCE OF THE CITY COUNCIL OF THE CITY OF
SAN JACINTO ACTING IN ITS CAPACITY AS THE
LEGISLATIVE BODY OF COMMUNITY FACILITIES
DISTRICT NO. 2020-1, AUTHORIZING THE LEVY OF A
SPECIAL TAX IN SUCH COMMUNITY FACILITIES
DISTRICT
Department: Finance
3.A.6. Second Reading of Ordinance 20-07 Establishing the San Jacinto Arts in Public
Places Program
RECOMMENDATION:
That the City Council CONDUCT the second reading and ADOPTION of
Ordinance 20-07 entitled:
AN ORDINANCE OF THE CITY OF SAN JACINTO, CALIFORNIA,
AMENDING TITLE 12 OF THE SAN JACINTO MUNICIPAL CODE BY
ADDING CHAPTER 12.35 - ART IN PUBLIC PLACES
Department: Community Development
3.A.7. Esplanade Avenue Widening Right-of-Way
RECOMMENDATION:
Staff recommends that the City Council 1) Adopt Resolution No. 3818,
accepting Final Map No. 33137 dedication of Lots A, B, and C for public road
use, and Lots K and L for public utility use, into the City of San Jacinto Road
System, per final map dedication recorded on September 18, 2008, as
instrument No. 2008-05410324; and 2) authorize the City Clerk to record the
acceptance of dedication with the Riverside County Clerk and Recorder.
Department: Engineering
3.A.8. Annual Salary Adjustment to City Manager Contract
RECOMMENDATION:
That the City Council authorize the 4% annual adjustment to the City
Manager’s employment agreement, as set forth into the employment
agreement, and approve a contract amendment to document the adjustment.
Department: City Attorney
3.A.9. Adoption of Urgency Ordinance 20-09 to adopting Special Temporary Outdoor
Dining Guidelines and Procedures for Dine-In Restaurants.
City of San Jacinto Page 4 Updated 7/1/2020 5:18 PM
RECOMMENDATION:
That the City Council ADOPT Urgency Ordinance No. 20-09 entitled:
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
Department: Community Development
3.B. Consent Calendar - Successor Agency to the Redevelopment Agency of the City of
San Jacinto
4. PUBLIC HEARING
4.1. Tax Roll Placement for CR&R Delinquent Solid Waste for Calendar Year 2019
RECOMMENDATION:
Staff recommends that the City Council conduct the public hearing and adopt a
resolution and report determining the amount of delinquent residential solid waste
charges billed during calendar year 2019 and unpaid; determine that such
delinquent charges constitute a special assessment and lien; and direct that such
charges be collected via the Riverside County secured property tax roll.
Department: Finance
4.2. Proposed Resolution Confirming the Collection and Assessment of Unpaid Nuisance
Abatement Costs and Administrative Citations on the County Property Tax Roll for
Fiscal Year 2020-2021
RECOMMENDATION:
Staff recommends that the City Council adopt the following Resolution No. 3820
confirming the collection and assessment of unpaid nuisance abatement costs and
administrative citations on the County property tax roll for Fiscal Year 2020-2021
Department: Finance
5. DISCUSSION ITEMS
5.1. Local Road Safety Plan
RECOMMENDATION:
Staff recommends that the City Council 1) approve the professional services
agreement with Fehr & Peers for traffic and transportation engineering services to
prepare the Local Road Safety Plan, and 2) authorize the City Manager to execute
the agreement.
Department: Engineering
5.2. HEAL Resolution: Ignite San Jacinto
RECOMMENDATION:
Staff recommends that the City Council adopt the attached Resolution
supporting and promoting Healthy Eating, Active Living (HEAL), and setting
City of San Jacinto Page 5 Updated 7/1/2020 5:18 PM
forth the City’s commitment to encouraging residents to make healthier eating
choices and choose a more active lifestyle.
Department: City Manger
6. CITY MANAGER UPDATE
7. FUTURE REQUESTS FROM CITY COUNCIL TO STAFF
8. 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. Sa n Jacinto
Avenue, San Jacinto, CA 92583.
I, Julia Espinoza, Records Clerk of the City of San Jacinto, do hereby certify that I caused to be posted
the foregoing agenda this 2nd day of July 2020 as requested by law.
Julia Espinoza, Records Clerk
July 7, 2020
TO: City Council
REQUESTED BY: Angela Walton, City Clerk
APPROVED BY: Robert A. Johnson, City Manager
SUBJECT: June 16, 2020 Minutes
RECOMMENDATION:
Staff recommends that City Council approve the minutes of the June 16, 2020 regular City
Council meeting.
ATTACHMENTS:
6-16-2020 Regular Meeting Minutes
3.A.2
Packet Pg. 6
ACTION MINUTES
CITY COUNCIL – REGULAR MEETING
TUESDAY, JUNE 16, 2020
5:30 PM CLOSED SESSION
6:30 PM OPEN SESSION – TELEPHONICALLY
(951) 465-7684, Conference ID #: 472 707 256 #
SAN JACINTO CITY HALL
595 SAN JACINTO AVE.
SAN JACINTO, CA 92583
951-487-7330
1. ORGANIZATION
Mayor Andrew Kotyuk called the meeting to order at 5:30 pm.
1.1. Public Comments on Closed Session Items
There were no public comments on Closed Session items.
1.2. Closed Session
1.2.1. PUBLIC EMPLOYEE PERFORMANCE EVALUATION: Gov. Code section
54957; Employee: City Manager
1.2.2. PUBLIC EMPLOYEE PERFORMANCE EVALUATION: Gov. Code section
54957; Employee: City Manager
Mayor Kotyuk called meeting to order at 6:56 pm
1.3. Closed Session Report
City Attorney Michael J. Maurer stated there was no report from Closed Session.
1.4. Roll Call
City Clerk Angela Walton conducted the roll call:
ANDREW KOTYUK, MAYOR
CRYSTAL RUIZ, MAYOR PRO TEM
ALONSO LEDEZMA, COUNCILMEMBER
JOEL LOPEZ, COUNCILMEMBER
RUSS UTZ, COUNCILMEMBER
3.A.2.a
Packet Pg. 7 Attachment: 6-16-2020 Regular Meeting Minutes (June 16, 2020 Minutes)
Teleconferenced in: Councilmember Russ Utz, Councilmember Alonso Ledezma,
Councilmember Joel Lopez, Mayor Pro Tem Crystal Ruiz, Mayor
Andrew Kotyuk
Absent: None.
1.5. Invocation
Councilmember Lopez gave the invocation.
1.6. Pledge of Allegiance
The Pledge of Allegiance was led by Councilmember Ledezma.
1.7. Mayor / Council Member Reports / Discussions
Councilmembers provided their reports.
1.8. Late Items
There were no late items.
2. PUBLIC COMMENTS
Public comments submitted electronically:
William Fitz
Muhammad Anwar
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. Waiver of Full Reading of Ordinance(s), and Reading b y Title Onl y
3.A.2. Minutes of the Regular City Council Meeting of June 2, 2020 / City Clerk /
Approve
3.A.3. Warrants and Disbursements for May 2020 / Deputy City Manager / Approve
3.A.4. Professional Services Agreement with CG Resource Management and
Engineering, Inc., for storm water compliance and Water Quality Management
document review and inspections for Fiscal Years 2020/2021 through 2023/2024 /
Community Development Director / Approve
3.A.5. Professional Service Agreement – Lynn Merrill and Associates / Chief of Public
Utilities / Approve
3.A.2.a
Packet Pg. 8 Attachment: 6-16-2020 Regular Meeting Minutes (June 16, 2020 Minutes)
3.A.6. Professional Service Agreement 2nd Extension and Contract Amendment – Dave’s
Hauling / Chief of Public Utilities / Approve
3.A.7. Resolution Regarding the 2020 General Municipal Election / City Clerk / Approve
3.A.8. Approve Resolution and Agreement for Professional Assistance / City Manager /
Approve
3.A.9. Establishing the Appropriations Limit from Proceeds of Taxes for Fiscal Year
2020-2021 / Finance / Approve
3.B Consent Calendar – Successor Agency to the Redevelopment Agency of
the City of San Jacinto
Mayor Kotyuk recused himself from Item 3. A.3. Warrants and Disbursements,
Item 129174.
M/S/C (Ledezma/ Lopez) moved to approve the Consent Calendar. Motion carried 5/0.
Ayes: Kotyuk, Ledezma, Lopez, Ruiz, Utz
Nays: None
Absent: None
Abstain: Utz, Kotyuk on Item 3. A.2.
4. PUBLIC HEARING
4.1. Proposed Resolution Establishing Community Facilities District No. 2020-1:
Resolution 3807 – Establishing Formation, Resolution 3808- Calling for
Election, Resolution 3809 – Declaring Election Results, and Ordinance 20-08
for the Authorizing Levy of Special Tax
Finance Director Michelle Holmes presented the staff report.
Mayor Kotyuk opened the Public Hearing at 7:26 pm. There were no public
speakers. Mayor Kotyuk closed the Public Hearing at 7:27 pm. City Attorney
Maurer recommended to moving and seconding Items 4.1, 4.2, and 4.3 separately.
M/S/C (Ledezma/Utz) made a motion to approve Resolution No. 3807. Motion carried 5/0.
Ayes: Utz, Kotyuk, Lopez, Ruiz, Ledezma
Nays: None
Absent: None
Abstain: None
M/S/C (Ledezma/Lopez) made a motion to approve Resolution No. 3808. Motion carried 5/0.
Ayes: Ledezma, Kotyuk, Ruiz, Lopez, Utz
Nays: None
Absent: None
Abstain: None
3.A.2.a
Packet Pg. 9 Attachment: 6-16-2020 Regular Meeting Minutes (June 16, 2020 Minutes)
M/S/C (Ledezma/Lopez) made a motion to approve Resolution No. 3809. Motion carried 5/0.
Ayes: Utz, Lopez, Ruiz, Kotyuk, Ledezma
Nays: None
Absent: None
Abstain: None
M/S/C (Ledezma/Lopez) made a motion to approve Ordinance No. 20-08. Motion carried 5/0.
Ayes: Lopez, Ledezma, Ruiz, Utz, Kotyuk
Nays: None
Absent: None
Abstain: None
4.2. Proposed Resolution Number 3813 – Landscaping, Lighting, and Park District No. 1
(the “District”) Fiscal Year 2020-2021 (FY 20-21) Annual Levy Assessments
Finance Director Michelle Holmes presented the staff report.
Mayor Kotyuk opened the Public Hearing at 7:26 pm. There were no public
speakers, and Mayor Kotyuk closed the Public Hearing at 7:27 pm.
M/S/C (Ledezma/Lopez) made a motion to approve Resolution No. 3813. Motion carried 5/0.
Ayes: Ledezma, Kotyuk, Ruiz, Lopez, Utz
Nays: None
Absent: None
Abstain: None
4.3. Proposed Resolution Number 3814 – Landscaping, Lighting, and Park District No. 2
(the “District”) Fiscal Year 2020-2021 (FY 20-21) Annual Levy of Assessments
Finance Director Michelle Holmes presented the staff report.
Mayor Kotyuk opened the Public Hearing at 7:26 pm. There were no public
speakers, and Mayor Kotyuk closed the Public Hearing at 7:27 pm.
M/S/C (Ledezma/Lopez) made a motion to approve Resolution No. 3814. Motion carried 5/0.
Ayes: Utz, Lopez, Ruiz, Kotyuk, Ledezma
Nays: None
Absent: None
Abstain: None
4.4. Fourth Amendment to the CR&R Solid Waste Franchise Agreement and Annual Rate
Adjustment
Special Projects Director Bob Brady presented the staff report.
Mayor Kotyuk opened the Public Hearing at 7:45 pm.
Written correspondence received: 14 Protests
3.A.2.a
Packet Pg. 10 Attachment: 6-16-2020 Regular Meeting Minutes (June 16, 2020 Minutes)
Betty C. Taylor
ShafiQa Love
Lula B. Gooden
Carmen Huerta
Monica Martinez
John Haun
Mary Ochoa
Ross H. Nielsen
Vera Magana
Lorenzo E. Valadez
Dennis D. Heath
Jesus Zepeda
Anthony Viola
Brenda Kratz
Mayor Kotyuk closed the Public Hearing at 7:59 pm. City Attorney Maurer stated
for the record that the number of protests received is less than the 50% of the number
of protests required to not hear the item, so the voting could commence.
M/S/C (Utz/Ruiz) made a motion to approve the CR&R Solid Waste Franchise Agreement and
Annual Rate Adjustment. Motion carried 5/0.
Ayes: Ledezma, Lopez, Utz, Kotyuk, Ruiz
Nays: None
Absent: None
Abstain: None
4.5. Establish Vehicle Miles Traveled Screening Criteria and Significance Thresholds and
Traffic Impact Analysis Guidelines for Vehicle Miles Traveled and Level of Service
Assessment – Resolution Number 3811
Community Development Director Travis Randel presented the staff report.
Mayor Kotyuk opened the Public Hearing at 8:44 pm. There were no public
speakers, and Mayor Kotyuk closed the Public Hearing at 8:44 pm.
M/S/C (Ruiz/Ledezma) made a motion to approve Resolution No. 3811. Motion carried 5/0.
Ayes: Utz, Kotyuk, Lopez, Ledezma, Ruiz
Nays: None
Absent: None
Abstain: None
4.6. Establishment of the San Jacinto Arts in Public Places Program
Community Development Director Travis Randel presented the staff report.
Mayor Kotyuk opened the Public Hearing at 8:57 pm.
3.A.2.a
Packet Pg. 11 Attachment: 6-16-2020 Regular Meeting Minutes (June 16, 2020 Minutes)
Public Speaker called in:
Tina Estrum
Mayor Kotyuk closed the Public Hearing at 8:59 pm.
M/S/C (Kotyuk/Ruiz) made a motion to approve Ordinance 20-07 and Resolution No. 3806. Motion
carried 5/0.
City Attorney Maurer read ordinance title for the record.
Ayes: Utz, Lopez, Kotyuk, Ruiz, Ledezma
Nays: None
Absent: None
Abstain: None
5. DISCUSSION ITEMS
5.1. San Jacinto Library Parking Improvement Project (Phase 2) (CIP 18-002)
City Engineer Stuart McKibbin presented the staff report.
M/S/C (Utz/Ledezma) moved to approve Library Parking Improvement Project (Phase 2). Motion
carried 5/0.
Ayes: Lopez, Kotyuk, Ruiz, Utz, Ledezma
Nays: None
Absent: None
Abstain: None
5.2. Contract Award with Tyler Technologies for Implementation, Professional
Services, and Software-as-a-Service (Saas) Agreement for EnerGov Solution.
Community Development Director Travis Randel presented the staff report.
M/S/C (Utz/Ledezma) moved to approve the Professional Service Agreement. Motion carried 5/0.
Ayes: Kotyuk, Ledezma, Ruiz, Lopez, Utz
Nays: None
Absent: None
Abstain: None
5.3. Adoption of Fiscal Year 2020-2021 Budget
City Manager Rob Johnson and Deputy City Manager Tom Prill presented the staff report.
M/S/C (Lopez/Utz) moved to approve the Budget for Fiscal Year 2020-2021. Motion carried 5/0.
3.A.2.a
Packet Pg. 12 Attachment: 6-16-2020 Regular Meeting Minutes (June 16, 2020 Minutes)
Ayes: Ruiz, Kotyuk, Utz, Ledezma, Lopez
Nays: None
Absent: None
Abstain: None
5.4. Adoption of Successor Agency’s Fiscal Year 2020-2021 Budget
Deputy City Manager Tom Prill presented the staff report.
M/S/C (Lopez/Utz) moved to approve the Adoption of Successor Agency’s Fiscal Year 2020-2021
Budget. Motion carried 5/0.
Ayes: Ruiz, Kotyuk, Utz, Ledezma, Lopez
Nays: None
Absent: None
Abstain: None
5.5. Resolution Number 3817 to Provide for an Interim Budget Appropriation
This item was not discussed due to the approvals of Items 5.3 and 5.4.
5.6. Discuss Alternate Revenue Generating Options and Provide Direction to the
City Manager
City Manager Rob Johnson presented the staff report.
M/S/C (Ledezma/Lopez) moved to approve Alternate Revenue Generating Options and Provide
Direction. Motion carried 5/0.
Ayes: Lopez, Ruiz, Utz, Kotyuk, Ledezma
Nays: None
Absent: None
Abstain: None
6. FUTURE REQUESTS FROM CITY COUNCIL TO STAFF
Councilmember Utz requested staff to work with the fire department to create a
campaign against the usage of illegal fireworks.
7. ADJOURNMENT
With no further business before the City Council, Mayor Kotyuk adjourned the
Regular Meeting of the City Council at 1:06 am.
3.A.2.a
Packet Pg. 13 Attachment: 6-16-2020 Regular Meeting Minutes (June 16, 2020 Minutes)
CITY OF SAN JACINTO:
________________________
Andrew Kotyuk, Mayor
ATTEST:
________________________
City Clerk
Approved as read:
Approved as amended:
3.A.2.a
Packet Pg. 14 Attachment: 6-16-2020 Regular Meeting Minutes (June 16, 2020 Minutes)
July 7, 2020
TO: City Council
REQUESTED BY: Angela Walton, City Clerk
APPROVED BY: Robert A. Johnson, City Manager
SUBJECT: June 30, 2020 Minutes
RECOMMENDATION:
Staff recommends that the City Council approve the minutes of the June 30, 2020, Special City
Council meeting.
ATTACHMENTS:
6-30-20 Special Action Minutes
3.A.3
Packet Pg. 15
MINUTES
CITY COUNCIL – SPECIAL MEETING
TUESDAY, JUNE 30, 2020
6:30 PM OPEN SESSION
PUBLIC TELECONFRENCE NUMBER
(951) 465-7684, Conference ID #: 367 090 192#
SAN JACINTO CITY HALL
595 S. SAN JACINTO AVE
SAN JACINTO, CA 92583
951-487-4330
1. ORGANIZATION
Mayor Andrew Kotyuk called the meeting to order at 6:34 p.m.
1.1 Roll Call
Records Clerk Julia Espinoza conducted the roll call:
Teleconferenced in: Councilmember Joel Lopez, Mayor Andrew Kotyuk, Mayor
Pro Tem Crystal Ruiz, Councilmember Russ Utz, Councilmember Alonso
Ledezma
Absent: None
1.2 Invocation
Councilmember Lopez gave the invocation.
1.3 Pledge of Allegiance
Councilmember Utz led the Pledge of Allegiance.
2. PUBLIC COMMENTS
Public comments submitted electronically:
Robert Casanares
3. DISCUSSION ITEMS
3.A. City Council
ANDREW KOTYUK, MAYOR
CRYSTAL RUIZ, MAYOR PRO TEM
ALONSO LEDEZMA, COUNCILMEMBER
JOEL LOPEZ, COUNCILMEMBER
RUSS UTZ, COUNCILMEMBER
3.A.1. Public Safety Discussion and Direction to City Manager
3.A.3.a
Packet Pg. 16 Attachment: 6-30-20 Special Action Minutes (June 30, 2020 Minutes)
City Mayor Kotyuk presented the item.
Councilmember Lopez proposed a motion to approve and give direction to the
City Manager Robert Johnson to find ways to increase public safety, which
includes recruiting money from raids, policy direction, and other funding
opportunities. Councilmember Utz seconded Councilmember Lopez’ motion.
Councilmember Ledezma proposed a second motion adding to Councilmember
Lopez’s motion, to approve the City Manager Johnson to carve out funding to
hire two Community Service Officers and bring alternative revenue discussion
back to council. Mayor Kotyuk seconded Councilmember Ledezma’s motion.
Records Clerk Julia Espinoza called for a vote on both motions.
Ayes: Ledezma, Utz, Lopez, Ruiz, Kotyuk
Nays: None
Absent: None
Abstain: None
3.B Successor Agency to the Redevelopment Agency of the City of San Jacinto,
California
4. ADJOURNMENT
With no further business before the City Council, Mayor Kotyuk adjourned the Special
Meeting of the City Council at 8:15 p.m.
CITY OF SAN JACINTO:
____________________
Andrew Kotyuk, Mayor
ATTEST:
________________________
Julia Espinoza, Records Clerk
Approved as read:
Approved as amended:
3.A.3.a
Packet Pg. 17 Attachment: 6-30-20 Special Action Minutes (June 30, 2020 Minutes)
July 7, 2020
TO: City Council
REQUESTED BY: Tom Prill, Deputy City Manager
APPROVED BY: Robert A. Johnson, City Manager
SUBJECT: Treasurer’s Report at May 31, 2020
RECOMMENDATION:
Receive and File Treasurer’s Report for the month ending May 31, 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 decreased 6.15% during the month. This includes cash, cash in
bank and cash with trustee.
The attached Treasurer’s report is a “snapshot” report of our cash position on the last day of the
month in all of our accounts. A section demonstrating compliance with the adopted Investment
Policy and a chart depicting historical interest rates for certain positions is also included.
Detailed statements of investments from Chandler Asset Management and Public Trust Advisors
have also been included.
FISCAL IMPACT:
None.
ATTACHMENTS:
2019-20 May Treasurers Report
3.A.4
Packet Pg. 18
TREASURER'S REPORT
FOR THE MONTH ENDING MAY 31, 2020
4/30/2020 5/31/2020 % change 5/31/2020 COMPUTED
INVESTMENT INSTITUTION INTEREST MAY 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.1.599%1.611%$20,801 Various Open $15,313,604 N $15,313,604 0.00%$15,356,781 $43,177
MONEY MARKET Bank of Hemet 0.150%0.150%$352 Various Open $3,996,367 Q $1,876,719 -53.04%$1,876,719 $0
DEMAND Acct - old Bank of Hemet 0.000%0.000%N/A Various Open $939,808 Q $526,399 -43.99%$526,399 $0
DEMAND Acct - new Bank of Hemet 0.000%0.000%N/A Various Open $138,607 Q $65,761 -52.56%$65,761 $0
PAYROLL Account Bank of Hemet 0.000%0.000%N/A Various Open $6,631 Q $6,924 4.42%$6,924 $0
MONEY MARKET Mechanics Bank 0.050%0.050%$2 Various Open $27,619 Q $52,173 88.90%$52,173 $0
MONEY MARKET Mechanics Bank 0.200%0.200%$63 Various Open $376,259 Q $351,770 -6.51%$351,770 $0
CCA Lockbox River City Bank 0.000%0.000%$0 Various Open $1,517,024 Q $1,361,103 -10.28%$1,361,103 $0
MANAGED Acct - CAM Chandler / U.S. Bank - Gov't Ob Fund 0.010%0.010%$1 Various Various $119,821 L $400,902 234.58%$400,902 $0 0.00
MANAGED Acct - CAM Chandler / U.S. Bank - Agency 1.900%1.917%$3,656 Various Various $4,871,207 C $4,643,570 -4.67%$4,858,129 $214,559 2.63
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%$9,341 Various Various $2,300,353 F $2,300,353 0.00%$2,380,193 $79,840 1.71
MANAGED Acct - CAM Chandler / U.S. Bank - US Treasury 1.890%1.906%$7,787 Various Various $3,021,151 A $3,021,151 0.00%$3,174,503 $153,352 2.90
MANAGED Acct - CAM Chandler / U.S. Bank - Asset-Backed Sec.2.140%2.161%$0 Various Various $513,789 J $478,595 -6.85%$485,750 $7,155 1.15
MANAGED Acct - PTA PTA / U.S. Bank - Gov't Ob Fund 0.010%0.010%$0 Various Various $461,726 L $238,505 -48.34%$238,505 $0 0.00
MANAGED Acct - PTA PTA / U.S. Bank - Agency Bond 1.277%1.285%$0 Various Various $2,143,482 C $2,478,341 15.62%$2,531,214 $52,873 2.57
MANAGED Acct - PTA PTA / U.S. Bank - Agency CMBS 2.563%2.593%$686 Various Various $319,688 C $319,688 0.00%$332,868 $13,180 2.16
MANAGED Acct - PTA PTA / U.S. Bank - Agency SPC 2.061%2.081%$1,338 Various Various $547,557 C $547,557 0.00%$567,267 $19,710 3.15
MANAGED Acct - PTA PTA / U.S. Bank - US Corporate 1.185%1.191%$2,791 Various Various $869,410 F $869,410 0.00%$890,976 $21,566 1.76
MANAGED Acct - PTA PTA / U.S. Bank - US Treasury 1.972%1.990%$2,691 Various Various $6,779,309 A $6,445,474 -4.92%$6,744,281 $298,807 2.52
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 1.545%1.556%$49,508 $44,269,262 $41,303,849 -6.70%$42,208,067 $904,218
Annual Return Based on Previous Month Balance 0.986%
RESTRICTED CASH WITH FISCAL AGENT (BOND FUNDS)
Trustee
STREETLIGHT ACQUISITION
Mutual Fund Wilmington Blackrock Liquidity FundsXXXXX3-00X 0.000%0.000%Various Open $64,565 K $191,383 196.42%$191,383 $0
CFD NO. 2002-1
Mutual Fund Union Bank Blackrock Prov. T-Fund XXXX16090X 0.100%0.100%Various Open $1,843,433 K $1,843,720 0.02%$1,843,720 $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 $1,908,027 $2,035,132 6.66%$2,035,132 $0
TOTAL ALL FUNDS $46,177,289 $43,338,981 -6.15%$44,243,199 $904,218
Page 1
3.A.4.a
Packet Pg. 19 Attachment: 2019-20 May Treasurers Report (Treasurer’s Report at May 31, 2020)
TREASURER'S REPORT
FOR THE MONTH ENDING MAY 31, 2020
4/30/2020 5/31/2020 % change 5/31/2020 COMPUTED
INVESTMENT INSTITUTION INTEREST MAY 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%22%Yes A $9,466,625
Negotiable CDs 30%0%Yes B $0
Obligations issued by U.S. Government Agencies 100%18%Yes C $7,989,156
Municipal Bonds 100%0%Yes D $0
Commercial Paper 25%0%Yes E $0
Medium Term Notes 30%7%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 $478,595
Mutual Funds (Limited to U.S. Treasuries)18%5%Yes K $2,035,132
Mutual Funds (Limited to U.S. Govt. Sec.)18%1%Yes L $639,407
Level 2 - Investments
Money Market Funds (non-brokered)20%0%Yes M $0
LAIF 70%35%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 $4,246,699
$43,338,981
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 - June 24, 2020
Page 2
3.A.4.a
Packet Pg. 20 Attachment: 2019-20 May Treasurers Report (Treasurer’s Report at May 31, 2020)
- 0.500 1.000 1.500 2.000 2.500 3.0006/177/178/179/1710/1711/1712/171/182/183/184/185/186/187/188/189/1810/1811/1812/181/192/193/194/195/196/197/198/199/1910/1911/1912/191/202/203/204/205/20Interest Rates - 6/17 to 5/20LAIFLAMMA-BoHMMA-RaboPIMMA-RaboChandlerPTA3.A.4.aPacket Pg. 21Attachment: 2019-20 May Treasurers Report (Treasurer’s Report at May 31, 2020)
MONTHLY ACCOUNT STATEMENT
City of San Jacinto - Account #10167
MAY 1, 2020 THROUGH MAY 31, 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. 22 Attachment: 2019-20 May Treasurers Report (Treasurer’s Report at May 31, 2020)
ACCOUNT SUMMARY
Beg. Values
as of 4/30/20
End Values
as of 5/31/20
Market Value 11,200,782 11,240,225
Accrued Interest 62,054 59,251
Total Market Value 11,262,836 11,299,476
Income Earned 18,194 17,866
Cont/WD -1,041
Par 10,760,271 10,780,832
Book Value 10,827,759 10,847,387
Cost Value 10,826,320 10,844,570
TOP ISSUERS
Government of United States 28.1%
Federal Home Loan Bank 21.8%
Federal National Mortgage Assoc 15.0%
Federal Home Loan Mortgage Corp 6.2%
First American Govt Oblig Fund 3.5%
Apple Inc 1.9%
Wal-Mart Stores 1.8%
Oracle Corp 1.8%
Total 80.2%
PORTFOLIO CHARACTERISTICS
Average Modified Duration 2.36
Average Coupon 2.08%
Average Purchase YTM 1.96%
Average Market YTM 0.36%
Average S&P/Moody Rating AA/Aa1
Average Final Maturity 2.53 yrs
Average Life 2.45 yrs
CREDIT QUALITY (S&P)MATURITY DISTRIBUTIONSECTOR ALLOCATION
Portfolio Summary
As of May 31, 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 0.33%1.74%3.49%5.37%4.49%3.08%2.21%N/A 1.67%
City of San Jacinto 1-5 Year Govt Blended Index*0.13%1.61%3.05%4.70%4.07%2.69%1.87%N/A 1.42%
City of San Jacinto 1-5 Yr Corp/Gov AAA-A Blend**0.27%1.46%2.85%4.67%4.14%2.78%2.00%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: 6/1/2020 10:17:30 PMChandler Asset Management - CONFIDENTIAL Page 1
3.A.4.a
Packet Pg. 23 Attachment: 2019-20 May Treasurers Report (Treasurer’s Report at May 31, 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 May 31, 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. 24Attachment: 2019-20 May Treasurers Report (Treasurer’s Report at May 31, 2020)
BOOK VALUE RECONCILIATION
BEGINNING BOOK VALUE $10,827,759.47
Acquisition
+ Security Purchases $0.00
+ Money Market Fund Purchases $282,120.98
+ Money Market Contributions $0.00
+ Security Contributions $0.00
+ Security Transfers $0.00
Total Acquisitions $282,120.98
Dispositions
- Security Sales $0.00
- Money Market Fund Sales $0.00
- MMF Withdrawals $1,040.52
- Security Withdrawals $0.00
- Security Transfers $0.00
- Other Dispositions $0.00
- Maturites $225,000.00
- Calls $0.00
- Principal Paydowns $35,519.46
Total Dispositions $261,559.98
Amortization/Accretion
+/- Net Accretion ($933.56)
($933.56)
Gain/Loss on Dispositions
+/- Realized Gain/Loss $0.00
$0.00
ENDING BOOK VALUE $10,847,386.91
CASH TRANSACTION SUMMARY
BEGINNING BALANCE $119,821.41
Acquisition
Contributions $0.00
Security Sale Proceeds $0.00
Accrued Interest Received $0.00
Interest Received $21,600.91
Dividend Received $0.61
Principal on Maturities $225,000.00
Interest on Maturities $0.00
Calls/Redemption (Principal)$0.00
Interest from Calls/Redemption $0.00
Principal Paydown $35,519.46
Total Acquisitions $282,120.98
Dispositions
Withdrawals $1,040.52
Security Purchase $0.00
Accrued Interest Paid $0.00
Total Dispositions $1,040.52
ENDING BOOK VALUE $400,901.87
Reconciliation Summary
As of May 31, 2020
City of San Jacinto California
Account #10167
Execution Time: 6/1/2020 10:17:30 PMChandler Asset Management - CONFIDENTIAL Page 3
3.A.4.a
Packet Pg. 25 Attachment: 2019-20 May Treasurers Report (Treasurer’s Report at May 31, 2020)
Holdings Report
As of May 31, 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
15,330.21 07/26/2018
3.16%
15,102.06
15,232.76
100.20
0.68%
15,361.61
12.40
0.14%
128.85
Aaa / NR
AAA
1.38
0.18
47789JAB2 John Deere Owner Trust 2019-A A2
2.85% Due 12/15/2021
18,233.15 03/05/2019
2.87%
18,232.33
18,232.69
100.43
0.92%
18,312.02
23.10
0.16%
79.33
Aaa / NR
AAA
1.54
0.22
89238KAD4 Toyota Auto Receivables Trust 2017-D
A3
1.93% Due 1/18/2022
48,534.77 10/17/2019
1.97%
48,523.39
48,526.50
100.51
0.54%
48,783.69
33.83
0.43%
257.19
Aaa / AAA
NR
1.64
0.37
43815HAC1 Honda Auto Receivables Trust 2018-3
A3
2.95% Due 8/22/2022
60,445.18 08/21/2018
2.98%
60,436.90
60,440.56
101.43
0.88%
61,309.42
49.53
0.54%
868.86
Aaa / NR
AAA
2.23
0.68
65478WAE5 Nissan Auto Receivables Trust 2016-C
A4
1.38% Due 1/17/2023
72,386.32 04/16/2019
2.56%
71,317.49
71,798.52
100.14
0.59%
72,488.38
44.40
0.64%
689.86
Aaa / NR
AAA
2.63
0.18
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
79,999.51
101.64
0.83%
81,312.64
63.29
0.72%
1,313.13
Aaa / AAA
NR
3.21
1.71
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
39,993.17
101.34
1.31%
40,535.56
39.29
0.36%
542.39
Aaa / NR
AAA
3.54
1.47
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
84,996.09
102.42
0.72%
87,055.39
72.91
0.77%
2,059.30
Aaa / AAA
NR
4.13
1.97
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
59,996.52
100.37
0.90%
60,222.72
29.33
0.53%
226.20
Aaa / NR
AAA
4.21
1.82
Total ABS 479,929.63 2.14%
478,594.86
479,216.32 0.80%
485,381.43
368.08
4.30%
6,165.11
Aaa / AAA
AAA
3.04
1.15
AGENCY
313383HU8 FHLB Note
1.75% Due 6/12/2020
130,000.00 10/14/2015
1.38%
132,181.40
130,014.10
100.05
0.12%
130,064.74
1,067.99
1.16%
50.64
Aaa / AA+
NR
0.03
0.03
3130A5Z77 FHLB Note
1.83% Due 7/29/2020
125,000.00 10/27/2015
1.46%
127,132.50
125,071.25
100.27
0.17%
125,334.25
775.21
1.12%
263.00
Aaa / AA+
AAA
0.16
0.16
3137EAEK1 FHLMC Note
1.875% Due 11/17/2020
225,000.00 01/18/2018
2.19%
223,042.50
224,679.75
100.77
0.20%
226,733.63
164.06
2.01%
2,053.88
Aaa / AA+
AAA
0.47
0.46
Execution Time: 6/1/2020 10:17:30 PMChandler Asset Management - CONFIDENTIAL Page 4
3.A.4.a
Packet Pg. 26 Attachment: 2019-20 May Treasurers Report (Treasurer’s Report at May 31, 2020)
Holdings Report
As of May 31, 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
3130A3UQ5 FHLB Note
1.875% Due 12/11/2020
225,000.00 01/28/2016
1.53%
228,642.75
225,395.42
100.87
0.22%
226,963.35
1,992.19
2.03%
1,567.93
Aaa / AA+
NR
0.53
0.52
3130A7CV5 FHLB Note
1.375% Due 2/18/2021
200,000.00 03/10/2016
1.61%
197,812.00
199,682.41
100.84
0.20%
201,675.00
786.81
1.79%
1,992.59
Aaa / AA+
AAA
0.72
0.71
3135G0N82 FNMA Note
1.25% Due 8/17/2021
315,000.00 01/26/2017
2.02%
304,579.80
312,223.79
101.30
0.17%
319,102.88
1,137.50
2.83%
6,879.09
Aaa / AA+
AAA
1.21
1.20
313378WG2 FHLB Note
2.5% Due 3/11/2022
300,000.00 03/13/2018
2.65%
298,323.00
299,254.67
103.99
0.25%
311,982.90
1,666.67
2.78%
12,728.23
Aaa / AA+
NR
1.78
1.74
313379Q69 FHLB Note
2.125% Due 6/10/2022
200,000.00 06/20/2017
1.87%
202,370.00
200,964.98
103.79
0.25%
207,577.40
2,018.75
1.85%
6,612.42
Aaa / AA+
AAA
2.03
1.97
3135G0W33 FNMA Note
1.375% Due 9/6/2022
200,000.00 09/05/2019
1.49%
199,304.00
199,474.82
102.62
0.21%
205,239.20
649.31
1.82%
5,764.38
Aaa / AA+
AAA
2.27
2.23
3130A3KM5 FHLB Note
2.5% Due 12/9/2022
100,000.00 09/10/2019
1.60%
102,813.00
102,190.00
105.54
0.29%
105,537.40
1,194.44
0.94%
3,347.40
Aaa / AA+
NR
2.53
2.43
3135G0T94 FNMA Note
2.375% Due 1/19/2023
290,000.00 10/17/2018
3.07%
281,993.10
285,040.16
105.66
0.22%
306,422.99
2,525.42
2.73%
21,382.83
Aaa / AA+
AAA
2.64
2.55
3137EAEN5 FHLMC Note
2.75% Due 6/19/2023
200,000.00 11/13/2018
3.08%
197,176.00
198,126.87
107.63
0.24%
215,262.80
2,475.00
1.93%
17,135.93
Aaa / AA+
AAA
3.05
2.91
313383YJ4 FHLB Note
3.375% Due 9/8/2023
200,000.00 12/27/2018
2.73%
205,630.00
203,919.66
109.90
0.33%
219,794.20
1,556.25
1.96%
15,874.54
Aaa / AA+
NR
3.27
3.11
3130A0F70 FHLB Note
3.375% Due 12/8/2023
220,000.00 01/30/2019
2.71%
226,593.40
224,781.33
110.42
0.39%
242,930.60
3,568.13
2.18%
18,149.27
Aaa / AA+
AAA
3.52
3.30
3135G0V34 FNMA Note
2.5% Due 2/5/2024
375,000.00 03/24/2020
0.82%
398,835.00
397,687.14
108.06
0.29%
405,233.25
3,020.83
3.61%
7,546.11
Aaa / AA+
AAA
3.68
3.51
3130A1XJ2 FHLB Note
2.875% Due 6/14/2024
210,000.00 Various
1.96%
219,055.20
217,321.66
109.13
0.58%
229,163.56
2,800.72
2.05%
11,841.90
Aaa / AA+
NR
4.04
3.79
3130A2UW4 FHLB Note
2.875% Due 9/13/2024
150,000.00 10/29/2019
1.76%
157,737.00
156,802.47
110.06
0.50%
165,090.15
934.38
1.47%
8,287.68
Aaa / AA+
AAA
4.29
4.04
3130A3GE8 FHLB Note
2.75% Due 12/13/2024
250,000.00 12/16/2019
1.77%
261,672.50
260,603.21
110.30
0.45%
275,740.25
3,208.33
2.47%
15,137.04
Aaa / AA+
NR
4.54
4.25
3135G0X24 FNMA Note
1.625% Due 1/7/2025
225,000.00 01/16/2020
1.69%
224,298.00
224,350.54
105.28
0.46%
236,874.83
1,432.03
2.11%
12,524.29
Aaa / AA+
AAA
4.61
4.42
Execution Time: 6/1/2020 10:17:30 PMChandler Asset Management - CONFIDENTIAL Page 5
3.A.4.a
Packet Pg. 27 Attachment: 2019-20 May Treasurers Report (Treasurer’s Report at May 31, 2020)
Holdings Report
As of May 31, 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
3137EAEP0 FHLMC Note
1.5% Due 2/12/2025
245,000.00 02/13/2020
1.52%
244,811.35
244,822.51
104.56
0.52%
256,179.35
1,092.29
2.28%
11,356.84
Aaa / NR
AAA
4.71
4.53
3135G03U5 FNMA Note
0.625% Due 4/22/2025
210,000.00 04/22/2020
0.67%
209,567.40
209,576.41
100.49
0.52%
211,025.22
134.90
1.87%
1,448.81
NR / AA+
AAA
4.90
4.81
Total Agency 4,595,000.00 1.90%
4,643,569.90
4,641,983.15 0.32%
4,823,927.95
34,201.21
42.99%
181,944.80
Aaa / AA+
AAA
2.75
2.63
CORPORATE
857477AS2 State Street Bank Note
2.55% Due 8/18/2020
125,000.00 11/29/2016
2.18%
126,620.00
125,093.25
100.45
0.42%
125,567.88
911.98
1.12%
474.63
A1 / A
AA-
0.22
0.21
02665WAZ4 American Honda Finance Note
2.45% Due 9/24/2020
150,000.00 10/07/2016
1.72%
154,161.00
150,331.84
100.54
0.71%
150,816.90
683.96
1.34%
485.06
A3 / A-
NR
0.32
0.31
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
125,160.15
101.14
0.37%
126,424.75
995.49
1.13%
1,264.60
A1 / A+
AA-
0.67
0.57
17275RBD3 Cisco Systems Note
2.2% Due 2/28/2021
150,000.00 09/20/2017
1.98%
151,108.50
150,240.25
101.32
0.42%
151,982.10
852.50
1.35%
1,741.85
A1 / AA-
NR
0.75
0.74
369550BE7 General Dynamics Corp Note
3% Due 5/11/2021
125,000.00 05/15/2018
3.25%
124,128.75
124,724.78
102.42
0.43%
128,030.00
208.33
1.13%
3,305.22
A2 / A
NR
0.95
0.94
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
150,310.49
102.48
0.46%
153,712.50
135.42
1.36%
3,402.01
A2 / A
A
0.97
0.88
931142EJ8 Wal-Mart Stores Note
3.125% Due 6/23/2021
200,000.00 Various
2.96%
200,929.00
200,332.84
102.83
0.45%
205,659.20
2,743.05
1.84%
5,326.36
Aa2 / AA
AA
1.06
1.04
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
199,492.11
101.73
0.46%
203,461.00
802.22
1.81%
3,968.89
A3 / A+
A-
1.29
1.19
89236TDP7 Toyota Motor Credit Corp Note
2.6% Due 1/11/2022
130,000.00 01/28/2019
2.98%
128,629.80
129,250.65
102.62
0.96%
133,408.60
1,314.44
1.19%
4,157.95
A1 / A+
A+
1.62
1.57
06051GEU9 Bank of America Corp Note
3.3% Due 1/11/2023
130,000.00 01/28/2019
3.29%
130,059.80
130,039.56
105.84
1.03%
137,589.53
1,668.33
1.23%
7,549.97
A2 / A-
A+
2.62
2.48
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
148,546.44
105.85
0.66%
153,480.62
1,449.60
1.37%
4,934.18
A1 / A
AA-
2.67
2.48
Execution Time: 6/1/2020 10:17:30 PMChandler Asset Management - CONFIDENTIAL Page 6
3.A.4.a
Packet Pg. 28 Attachment: 2019-20 May Treasurers Report (Treasurer’s Report at May 31, 2020)
Holdings Report
As of May 31, 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
153,507.63
106.46
0.27%
159,697.35
870.83
1.42%
6,189.72
Aa2 / AA
A+
2.79
2.54
037833AK6 Apple Inc Note
2.4% Due 5/3/2023
200,000.00 05/20/2019
2.63%
198,284.00
198,731.45
105.84
0.39%
211,683.80
373.33
1.88%
12,952.35
Aa1 / AA+
NR
2.92
2.83
24422EUR8 John Deere Capital Corp Note
3.45% Due 1/10/2024
150,000.00 03/14/2019
2.95%
153,322.50
152,489.51
109.11
0.88%
163,666.35
2,026.88
1.47%
11,176.84
A2 / A
A
3.61
3.38
46625HJX9 JP Morgan Chase Note
3.625% Due 5/13/2024
145,000.00 12/19/2019
2.20%
153,560.80
152,705.79
110.15
1.00%
159,712.43
262.81
1.42%
7,006.64
A2 / A-
AA-
3.95
3.71
Total Corporate 2,275,000.00 2.47%
2,300,352.55
2,290,956.74 0.58%
2,364,893.01
15,299.17
21.06%
73,936.27
A1 / A+
A+
1.82
1.71
MONEY MARKET FUND FI
31846V203 First American Govt Obligation Fund
Class Y
400,901.87 Various
0.01%
400,901.87
400,901.87
1.00
0.01%
400,901.87
0.00
3.55%
0.00
Aaa / AAA
AAA
0.00
0.00
Total Money Market Fund FI 400,901.87 0.01%
400,901.87
400,901.87 0.01%
400,901.87
0.00
3.55%
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
199,436.47
101.79
0.20%
203,586.00
10.93
1.80%
4,149.53
Aaa / AA+
AAA
1.00
0.99
912828S76 US Treasury Note
1.125% Due 7/31/2021
260,000.00 11/29/2017
1.98%
252,169.53
257,514.60
101.08
0.20%
262,803.06
980.36
2.33%
5,288.46
Aaa / AA+
AAA
1.17
1.16
912828T34 US Treasury Note
1.125% Due 9/30/2021
125,000.00 05/30/2018
2.59%
119,194.34
122,683.46
101.25
0.19%
126,557.63
238.22
1.12%
3,874.17
Aaa / AA+
AAA
1.33
1.32
912828G53 US Treasury Note
1.875% Due 11/30/2021
220,000.00 04/26/2017
1.81%
220,653.86
220,213.15
102.55
0.17%
225,611.76
11.27
2.00%
5,398.61
Aaa / AA+
AAA
1.50
1.49
912828W89 US Treasury Note
1.875% Due 3/31/2022
200,000.00 04/26/2018
2.75%
193,531.25
196,986.66
103.11
0.18%
206,211.00
635.25
1.83%
9,224.34
Aaa / AA+
AAA
1.83
1.80
912828L24 US Treasury Note
1.875% Due 8/31/2022
150,000.00 07/22/2019
1.77%
150,462.89
150,334.83
103.84
0.16%
155,765.70
710.77
1.38%
5,430.87
Aaa / AA+
AAA
2.25
2.20
912828M80 US Treasury Note
2% Due 11/30/2022
200,000.00 04/11/2019
2.31%
197,851.56
198,521.22
104.53
0.18%
209,054.60
10.93
1.85%
10,533.38
Aaa / AA+
AAA
2.50
2.45
Execution Time: 6/1/2020 10:17:30 PMChandler Asset Management - CONFIDENTIAL Page 7
3.A.4.a
Packet Pg. 29 Attachment: 2019-20 May Treasurers Report (Treasurer’s Report at May 31, 2020)
Holdings Report
As of May 31, 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
207,520.02
106.52
0.19%
223,699.14
889.35
1.99%
16,179.12
Aaa / AA+
AAA
2.83
2.74
912828Y61 US Treasury Note
2.75% Due 7/31/2023
175,000.00 12/27/2018
2.59%
176,223.63
175,843.25
108.04
0.20%
189,068.43
1,612.98
1.69%
13,225.18
Aaa / AA+
AAA
3.17
3.03
912828W71 US Treasury Note
2.125% Due 3/31/2024
210,000.00 12/05/2019
1.63%
214,331.25
213,842.37
107.20
0.24%
225,110.13
755.94
2.00%
11,267.76
Aaa / AA+
AAA
3.84
3.69
912828Y87 US Treasury Note
1.75% Due 7/31/2024
220,000.00 01/17/2020
1.63%
221,160.16
221,067.52
106.17
0.26%
233,578.18
1,290.38
2.08%
12,510.66
Aaa / AA+
AAA
4.17
4.02
9128282U3 US Treasury Note
1.875% Due 8/31/2024
230,000.00 12/12/2019
1.76%
231,230.86
231,108.70
106.80
0.27%
245,632.87
1,089.84
2.18%
14,524.17
Aaa / AA+
AAA
4.25
4.09
912828YV6 US Treasury Note
1.5% Due 11/30/2024
230,000.00 12/12/2019
1.74%
227,421.48
227,664.55
105.48
0.27%
242,614.12
9.43
2.15%
14,949.57
Aaa / AA+
AAA
4.50
4.37
912828ZC7 US Treasury Note
1.125% Due 2/28/2025
400,000.00 03/24/2020
0.51%
412,046.88
411,592.03
103.96
0.29%
415,828.00
1,137.23
3.69%
4,235.97
Aaa / AA+
AAA
4.75
4.62
Total US Treasury 3,030,000.00 1.89%
3,021,151.12
3,034,328.83 0.22%
3,165,120.62
9,382.88
28.09%
130,791.79
Aaa / AA+
AAA
2.99
2.90
TOTAL PORTFOLIO 10,780,831.50 1.96%
10,844,570.30
10,847,386.91 0.36%
11,240,224.88
59,251.34
100.00%
392,837.97
Aa1 / AA
AAA
2.53
2.36
TOTAL MARKET VALUE PLUS ACCRUED 11,299,476.22
Execution Time: 6/1/2020 10:17:30 PMChandler Asset Management - CONFIDENTIAL Page 8
3.A.4.a
Packet Pg. 30 Attachment: 2019-20 May Treasurers Report (Treasurer’s Report at May 31, 2020)
Transaction Ledger
As of May 31, 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 05/01/2020 31846V203 225,000.00 First American Govt Obligation Fund
Class Y
1.000 0.01%225,000.00 0.00 225,000.00 0.00
Purchase 05/01/2020 31846V203 1,546.88 First American Govt Obligation Fund
Class Y
1.000 0.01%1,546.88 0.00 1,546.88 0.00
Purchase 05/01/2020 31846V203 0.61 First American Govt Obligation Fund
Class Y
1.000 0.01%0.61 0.00 0.61 0.00
Purchase 05/03/2020 31846V203 2,400.00 First American Govt Obligation Fund
Class Y
1.000 0.01%2,400.00 0.00 2,400.00 0.00
Purchase 05/11/2020 31846V203 1,875.00 First American Govt Obligation Fund
Class Y
1.000 0.01%1,875.00 0.00 1,875.00 0.00
Purchase 05/13/2020 31846V203 2,628.13 First American Govt Obligation Fund
Class Y
1.000 0.01%2,628.13 0.00 2,628.13 0.00
Purchase 05/15/2020 31846V203 136.71 First American Govt Obligation Fund
Class Y
1.000 0.01%136.71 0.00 136.71 0.00
Purchase 05/15/2020 31846V203 55.00 First American Govt Obligation Fund
Class Y
1.000 0.01%55.00 0.00 55.00 0.00
Purchase 05/15/2020 31846V203 118.67 First American Govt Obligation Fund
Class Y
1.000 0.01%118.67 0.00 118.67 0.00
Purchase 05/15/2020 31846V203 73.67 First American Govt Obligation Fund
Class Y
1.000 0.01%73.67 0.00 73.67 0.00
Purchase 05/15/2020 31846V203 6,193.29 First American Govt Obligation Fund
Class Y
1.000 0.01%6,193.29 0.00 6,193.29 0.00
Purchase 05/15/2020 31846V203 4,230.18 First American Govt Obligation Fund
Class Y
1.000 0.01%4,230.18 0.00 4,230.18 0.00
Purchase 05/15/2020 31846V203 15,821.73 First American Govt Obligation Fund
Class Y
1.000 0.01%15,821.73 0.00 15,821.73 0.00
Purchase 05/15/2020 31846V203 5,466.77 First American Govt Obligation Fund
Class Y
1.000 0.01%5,466.77 0.00 5,466.77 0.00
Purchase 05/17/2020 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 05/21/2020 31846V203 2,437.50 First American Govt Obligation Fund
Class Y
1.000 0.01%2,437.50 0.00 2,437.50 0.00
Execution Time: 6/1/2020 10:17:30 PMChandler Asset Management - CONFIDENTIAL Page 9
3.A.4.a
Packet Pg. 31 Attachment: 2019-20 May Treasurers Report (Treasurer’s Report at May 31, 2020)
Transaction Ledger
As of May 31, 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 05/21/2020 31846V203 4,239.96 First American Govt Obligation Fund
Class Y
1.000 0.01%4,239.96 0.00 4,239.96 0.00
Purchase 05/31/2020 31846V203 7,787.50 First American Govt Obligation Fund
Class Y
1.000 0.01%7,787.50 0.00 7,787.50 0.00
Subtotal 282,120.98 282,120.98 0.00 282,120.98 0.00
TOTAL ACQUISITIONS 282,120.98 282,120.98 0.00 282,120.98 0.00
DISPOSITIONS
Paydown 05/15/2020 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 05/15/2020 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
Paydown 05/15/2020 47788BAD6 6,160.70 John Deere Owner Trust 2017-B A3
1.82% Due 10/15/2021
100.000 6,160.70 32.59 6,193.29 0.00
Paydown 05/15/2020 47789JAB2 4,176.96 John Deere Owner Trust 2019-A A2
2.85% Due 12/15/2021
100.000 4,176.96 53.22 4,230.18 0.00
Paydown 05/15/2020 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 05/15/2020 65478WAE5 15,720.41 Nissan Auto Receivables Trust 2016-C
A4
1.38% Due 1/17/2023
100.000 15,720.41 101.32 15,821.73 0.00
Paydown 05/15/2020 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 05/15/2020 89238KAD4 5,380.06 Toyota Auto Receivables Trust 2017-D
A3
1.93% Due 1/18/2022
100.000 5,380.06 86.71 5,466.77 0.00
Paydown 05/21/2020 43815HAC1 4,081.33 Honda Auto Receivables Trust 2018-3
A3
2.95% Due 8/22/2022
100.000 4,081.33 158.63 4,239.96 0.00
Subtotal 35,519.46 35,519.46 816.52 36,335.98 0.00
Execution Time: 6/1/2020 10:17:30 PMChandler Asset Management - CONFIDENTIAL Page 10
3.A.4.a
Packet Pg. 32 Attachment: 2019-20 May Treasurers Report (Treasurer’s Report at May 31, 2020)
Transaction Ledger
As of May 31, 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
Maturity 05/01/2020 3137EADR7 225,000.00 FHLMC Note
1.375% Due 5/1/2020
100.000 225,000.00 0.00 225,000.00 0.00
Subtotal 225,000.00 225,000.00 0.00 225,000.00 0.00
Security
Withdrawal
05/05/2020 31846V203 936.35 First American Govt Obligation Fund
Class Y
1.000 936.35 0.00 936.35 0.00
Security
Withdrawal
05/26/2020 31846V203 104.17 First American Govt Obligation Fund
Class Y
1.000 104.17 0.00 104.17 0.00
Subtotal 1,040.52 1,040.52 0.00 1,040.52 0.00
TOTAL DISPOSITIONS 261,559.98 261,559.98 816.52 262,376.50 0.00
OTHER TRANSACTIONS
Interest 05/01/2020 3137EADR7 225,000.00 FHLMC Note
1.375% Due 5/1/2020
0.000 1,546.88 0.00 1,546.88 0.00
Interest 05/03/2020 037833AK6 200,000.00 Apple Inc Note
2.4% Due 5/3/2023
0.000 2,400.00 0.00 2,400.00 0.00
Interest 05/11/2020 369550BE7 125,000.00 General Dynamics Corp Note
3% Due 5/11/2021
0.000 1,875.00 0.00 1,875.00 0.00
Interest 05/13/2020 46625HJX9 145,000.00 JP Morgan Chase Note
3.625% Due 5/13/2024
0.000 2,628.13 0.00 2,628.13 0.00
Interest 05/17/2020 3137EAEK1 225,000.00 FHLMC Note
1.875% Due 11/17/2020
0.000 2,109.38 0.00 2,109.38 0.00
Interest 05/21/2020 808513AW5 150,000.00 Charles Schwab Corp Callable Note
Cont 4/21/2021
3.25% Due 5/21/2021
0.000 2,437.50 0.00 2,437.50 0.00
Interest 05/31/2020 912828G53 220,000.00 US Treasury Note
1.875% Due 11/30/2021
0.000 2,062.50 0.00 2,062.50 0.00
Interest 05/31/2020 912828M80 200,000.00 US Treasury Note
2% Due 11/30/2022
0.000 2,000.00 0.00 2,000.00 0.00
Interest 05/31/2020 912828WN6 200,000.00 US Treasury Note
2% Due 5/31/2021
0.000 2,000.00 0.00 2,000.00 0.00
Execution Time: 6/1/2020 10:17:30 PMChandler Asset Management - CONFIDENTIAL Page 11
3.A.4.a
Packet Pg. 33 Attachment: 2019-20 May Treasurers Report (Treasurer’s Report at May 31, 2020)
Transaction Ledger
As of May 31, 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 05/31/2020 912828YV6 230,000.00 US Treasury Note
1.5% Due 11/30/2024
0.000 1,725.00 0.00 1,725.00 0.00
Subtotal 1,920,000.00 20,784.39 0.00 20,784.39 0.00
Dividend 05/01/2020 31846V203 346,368.29 First American Govt Obligation Fund
Class Y
0.000 0.61 0.00 0.61 0.00
Subtotal 346,368.29 0.61 0.00 0.61 0.00
TOTAL OTHER TRANSACTIONS 2,266,368.29 20,785.00 0.00 20,785.00 0.00
Execution Time: 6/1/2020 10:17:30 PMChandler Asset Management - CONFIDENTIAL Page 12
3.A.4.a
Packet Pg. 34 Attachment: 2019-20 May Treasurers Report (Treasurer’s Report at May 31, 2020)
Income Earned
As of May 31, 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
150,421.29
0.00
0.00
150,331.84
377.71
0.00
683.96
306.25
0.00
89.45
(89.45)
216.80
216.80
037833AK6 Apple Inc
Note
2.4% Due 05/03/2023
05/20/2019
05/22/2019
200,000.00
198,694.55
0.00
0.00
198,731.45
2,373.33
2,400.00
373.33
400.00
36.90
0.00
36.90
436.90
436.90
06051GEU9 Bank of America Corp
Note
3.3% Due 01/11/2023
01/28/2019
01/30/2019
130,000.00
130,040.85
0.00
0.00
130,039.56
1,310.83
0.00
1,668.33
357.50
0.00
1.29
(1.29)
356.21
356.21
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
148,663.27
0.00
0.00
148,546.44
1,093.14
0.00
1,449.60
356.46
0.00
116.83
(116.83)
239.63
239.63
084670BR8 Berkshire Hathaway
Callable Note Cont 1/15/2023
2.75% Due 03/15/2023
08/26/2019
08/28/2019
150,000.00
153,621.13
0.00
0.00
153,507.63
527.08
0.00
870.83
343.75
0.00
113.50
(113.50)
230.25
230.25
17275RBD3 Cisco Systems
Note
2.2% Due 02/28/2021
09/20/2017
09/22/2017
150,000.00
150,267.63
0.00
0.00
150,240.25
577.50
0.00
852.50
275.00
0.00
27.38
(27.38)
247.62
247.62
24422EUR8 John Deere Capital Corp
Note
3.45% Due 01/10/2024
03/14/2019
03/18/2019
150,000.00
152,548.07
0.00
0.00
152,489.51
1,595.63
0.00
2,026.88
431.25
0.00
58.56
(58.56)
372.69
372.69
3130A0F70 FHLB
Note
3.375% Due 12/08/2023
01/30/2019
01/31/2019
220,000.00
224,896.68
0.00
0.00
224,781.33
2,949.38
0.00
3,568.13
618.75
0.00
115.35
(115.35)
503.40
503.40
3130A1XJ2 FHLB
Note
2.875% Due 06/14/2024
Various
Various
210,000.00
217,475.65
0.00
0.00
217,321.66
2,297.60
0.00
2,800.72
503.12
0.00
153.99
(153.99)
349.13
349.13
Execution Time: 6/1/2020 10:17:30 PMChandler Asset Management - CONFIDENTIAL Page 13
3.A.4.a
Packet Pg. 35 Attachment: 2019-20 May Treasurers Report (Treasurer’s Report at May 31, 2020)
Income Earned
As of May 31, 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
156,937.22
0.00
0.00
156,802.47
575.00
0.00
934.38
359.38
0.00
134.75
(134.75)
224.63
224.63
3130A3GE8 FHLB
Note
2.75% Due 12/13/2024
12/16/2019
12/17/2019
250,000.00
260,801.70
0.00
0.00
260,603.21
2,635.42
0.00
3,208.33
572.91
0.00
198.49
(198.49)
374.42
374.42
3130A3KM5 FHLB
Note
2.5% Due 12/09/2022
09/10/2019
09/13/2019
100,000.00
102,263.72
0.00
0.00
102,190.00
986.11
0.00
1,194.44
208.33
0.00
73.72
(73.72)
134.61
134.61
3130A3UQ5 FHLB
Note
1.875% Due 12/11/2020
01/28/2016
01/29/2016
225,000.00
225,458.93
0.00
0.00
225,395.42
1,640.63
0.00
1,992.19
351.56
0.00
63.51
(63.51)
288.05
288.05
3130A5Z77 FHLB
Note
1.83% Due 07/29/2020
10/27/2015
10/28/2015
125,000.00
125,109.33
0.00
0.00
125,071.25
584.58
0.00
775.21
190.63
0.00
38.08
(38.08)
152.55
152.55
3130A7CV5 FHLB
Note
1.375% Due 02/18/2021
03/10/2016
03/11/2016
200,000.00
199,644.83
0.00
0.00
199,682.41
557.64
0.00
786.81
229.17
37.58
0.00
37.58
266.75
266.75
313378WG2 FHLB
Note
2.5% Due 03/11/2022
03/13/2018
03/14/2018
300,000.00
299,219.01
0.00
0.00
299,254.67
1,041.67
0.00
1,666.67
625.00
35.66
0.00
35.66
660.66
660.66
313379Q69 FHLB
Note
2.125% Due 06/10/2022
06/20/2017
06/21/2017
200,000.00
201,005.45
0.00
0.00
200,964.98
1,664.58
0.00
2,018.75
354.17
0.00
40.47
(40.47)
313.70
313.70
313383HU8 FHLB
Note
1.75% Due 06/12/2020
10/14/2015
10/15/2015
130,000.00
130,053.83
0.00
0.00
130,014.10
878.40
0.00
1,067.99
189.59
0.00
39.73
(39.73)
149.86
149.86
Execution Time: 6/1/2020 10:17:30 PMChandler Asset Management - CONFIDENTIAL Page 14
3.A.4.a
Packet Pg. 36 Attachment: 2019-20 May Treasurers Report (Treasurer’s Report at May 31, 2020)
Income Earned
As of May 31, 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
313383YJ4 FHLB
Note
3.375% Due 09/08/2023
12/27/2018
12/28/2018
200,000.00
204,021.43
0.00
0.00
203,919.66
993.75
0.00
1,556.25
562.50
0.00
101.77
(101.77)
460.73
460.73
3135G03U5 FNMA
Note
0.625% Due 04/22/2025
04/22/2020
04/24/2020
210,000.00
209,569.06
0.00
0.00
209,576.41
25.52
0.00
134.90
109.38
7.35
0.00
7.35
116.73
116.73
3135G0N82 FNMA
Note
1.25% Due 08/17/2021
01/26/2017
01/31/2017
315,000.00
312,029.08
0.00
0.00
312,223.79
809.38
0.00
1,137.50
328.12
194.71
0.00
194.71
522.83
522.83
3135G0T94 FNMA
Note
2.375% Due 01/19/2023
10/17/2018
10/19/2018
290,000.00
284,880.33
0.00
0.00
285,040.16
1,951.46
0.00
2,525.42
573.96
159.83
0.00
159.83
733.79
733.79
3135G0V34 FNMA
Note
2.5% Due 02/05/2024
03/24/2020
03/25/2020
375,000.00
398,210.43
0.00
0.00
397,687.14
2,239.58
0.00
3,020.83
781.25
0.00
523.29
(523.29)
257.96
257.96
3135G0W33 FNMA
Note
1.375% Due 09/06/2022
09/05/2019
09/06/2019
200,000.00
199,455.14
0.00
0.00
199,474.82
420.14
0.00
649.31
229.17
19.68
0.00
19.68
248.85
248.85
3135G0X24 FNMA
Note
1.625% Due 01/07/2025
01/16/2020
01/17/2020
225,000.00
224,338.57
0.00
0.00
224,350.54
1,127.34
0.00
1,432.03
304.69
11.97
0.00
11.97
316.66
316.66
3137EADR7 FHLMC
Note
Due 05/01/2020
08/24/2016
08/25/2016
0.00
225,000.00
0.00
225,000.00
0.00
1,546.88
1,546.88
0.00
0.00
0.00
0.00
0.00
0.00
0.00
3137EAEK1 FHLMC
Note
1.875% Due 11/17/2020
01/18/2018
01/19/2018
225,000.00
224,621.01
0.00
0.00
224,679.75
1,921.88
2,109.38
164.06
351.56
58.74
0.00
58.74
410.30
410.30
Execution Time: 6/1/2020 10:17:30 PMChandler Asset Management - CONFIDENTIAL Page 15
3.A.4.a
Packet Pg. 37 Attachment: 2019-20 May Treasurers Report (Treasurer’s Report at May 31, 2020)
Income Earned
As of May 31, 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
198,074.70
0.00
0.00
198,126.87
2,016.67
0.00
2,475.00
458.33
52.17
0.00
52.17
510.50
510.50
3137EAEP0 FHLMC
Note
1.5% Due 02/12/2025
02/13/2020
02/14/2020
245,000.00
244,819.31
0.00
0.00
244,822.51
786.04
0.00
1,092.29
306.25
3.20
0.00
3.20
309.45
309.45
369550BE7 General Dynamics Corp
Note
3% Due 05/11/2021
05/15/2018
05/18/2018
125,000.00
124,699.98
0.00
0.00
124,724.78
1,770.83
1,875.00
208.33
312.50
24.80
0.00
24.80
337.30
337.30
43815HAC1 Honda Auto Receivables Trust
2018-3 A3
2.95% Due 08/22/2022
08/21/2018
08/28/2018
60,445.18
64,521.39
0.00
4,081.33
60,440.56
52.88
158.63
49.53
155.28
0.50
0.00
0.50
155.78
155.78
43815NAC8 Honda Auto Receivables Trust
2019-3 A3
1.78% Due 08/15/2023
08/20/2019
08/27/2019
80,000.00
79,999.49
0.00
0.00
79,999.51
63.29
118.67
63.29
118.67
0.02
0.00
0.02
118.69
118.69
46625HJX9 JP Morgan Chase
Note
3.625% Due 05/13/2024
12/19/2019
12/24/2019
145,000.00
152,871.45
0.00
0.00
152,705.79
2,452.92
2,628.13
262.81
438.02
0.00
165.66
(165.66)
272.36
272.36
477870AC3 John Deere Owner Trust
2019-B A3
2.21% Due 12/15/2023
07/16/2019
07/24/2019
40,000.00
39,993.00
0.00
0.00
39,993.17
39.29
73.67
39.29
73.67
0.17
0.00
0.17
73.84
73.84
47788BAD6 John Deere Owner Trust
2017-B A3
1.82% Due 10/15/2021
07/26/2018
07/30/2018
15,330.21
21,345.85
0.00
6,160.70
15,232.76
17.38
32.59
12.40
27.61
47.61
0.00
47.61
75.22
75.22
47789JAB2 John Deere Owner Trust
2019-A A2
2.85% Due 12/15/2021
03/05/2019
03/13/2019
18,233.15
22,409.52
0.00
4,176.96
18,232.69
28.39
53.22
23.10
47.93
0.13
0.00
0.13
48.06
48.06
Execution Time: 6/1/2020 10:17:30 PMChandler Asset Management - CONFIDENTIAL Page 16
3.A.4.a
Packet Pg. 38 Attachment: 2019-20 May Treasurers Report (Treasurer’s Report at May 31, 2020)
Income Earned
As of May 31, 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
59,996.45
0.00
0.00
59,996.52
29.33
55.00
29.33
55.00
0.07
0.00
0.07
55.07
55.07
65478WAE5 Nissan Auto Receivables Trust
2016-C A4
1.38% Due 01/17/2023
04/16/2019
04/18/2019
72,386.32
87,347.01
0.00
15,720.41
71,798.52
54.04
101.32
44.40
91.68
171.92
0.00
171.92
263.60
263.60
65479JAD5 Nissan Auto Receivables Owner
2019-C A3
1.93% Due 07/15/2024
10/16/2019
10/23/2019
85,000.00
84,996.01
0.00
0.00
84,996.09
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
199,458.68
0.00
0.00
199,492.11
485.56
0.00
802.22
316.66
33.43
0.00
33.43
350.09
350.09
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
150,340.19
0.00
0.00
150,310.49
2,166.67
2,437.50
135.42
406.25
0.00
29.70
(29.70)
376.55
376.55
857477AS2 State Street Bank
Note
2.55% Due 08/18/2020
11/29/2016
12/02/2016
125,000.00
125,130.32
0.00
0.00
125,093.25
646.35
0.00
911.98
265.63
0.00
37.07
(37.07)
228.56
228.56
89236TDP7 Toyota Motor Credit Corp
Note
2.6% Due 01/11/2022
01/28/2019
01/30/2019
130,000.00
129,211.21
0.00
0.00
129,250.65
1,032.78
0.00
1,314.44
281.66
39.44
0.00
39.44
321.10
321.10
89238KAD4 Toyota Auto Receivables Trust
2017-D A3
1.93% Due 01/18/2022
10/17/2019
10/21/2019
48,534.77
53,905.17
0.00
5,380.06
48,526.50
37.58
86.71
33.83
82.96
1.39
0.00
1.39
84.35
84.35
91159HHL7 US Bancorp
Callable Note 1X 12/29/2020
2.35% Due 01/29/2021
05/02/2017
05/05/2017
125,000.00
125,183.68
0.00
0.00
125,160.15
750.69
0.00
995.49
244.80
0.00
23.53
(23.53)
221.27
221.27
Execution Time: 6/1/2020 10:17:30 PMChandler Asset Management - CONFIDENTIAL Page 17
3.A.4.a
Packet Pg. 39 Attachment: 2019-20 May Treasurers Report (Treasurer’s Report at May 31, 2020)
Income Earned
As of May 31, 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
231,130.85
0.00
0.00
231,108.70
726.56
0.00
1,089.84
363.28
0.00
22.15
(22.15)
341.13
341.13
9128284D9 US Treasury
Note
2.5% Due 03/31/2023
Various
Various
210,000.00
207,445.60
0.00
0.00
207,520.02
444.67
0.00
889.35
444.68
74.42
0.00
74.42
519.10
519.10
912828G53 US Treasury
Note
1.875% Due 11/30/2021
04/26/2017
04/27/2017
220,000.00
220,225.23
0.00
0.00
220,213.15
1,724.39
2,062.50
11.27
349.38
0.00
12.08
(12.08)
337.30
337.30
912828L24 US Treasury
Note
1.875% Due 08/31/2022
07/22/2019
07/23/2019
150,000.00
150,347.47
0.00
0.00
150,334.83
473.85
0.00
710.77
236.92
0.00
12.64
(12.64)
224.28
224.28
912828M80 US Treasury
Note
2% Due 11/30/2022
04/11/2019
04/15/2019
200,000.00
198,470.96
0.00
0.00
198,521.22
1,672.13
2,000.00
10.93
338.80
50.26
0.00
50.26
389.06
389.06
912828S76 US Treasury
Note
1.125% Due 07/31/2021
11/29/2017
11/30/2017
260,000.00
257,333.31
0.00
0.00
257,514.60
731.25
0.00
980.36
249.11
181.29
0.00
181.29
430.40
430.40
912828T34 US Treasury
Note
1.125% Due 09/30/2021
05/30/2018
05/31/2018
125,000.00
122,535.69
0.00
0.00
122,683.46
119.11
0.00
238.22
119.11
147.77
0.00
147.77
266.88
266.88
912828W71 US Treasury
Note
2.125% Due 03/31/2024
12/05/2019
12/06/2019
210,000.00
213,927.51
0.00
0.00
213,842.37
377.97
0.00
755.94
377.97
0.00
85.14
(85.14)
292.83
292.83
912828W89 US Treasury
Note
1.875% Due 03/31/2022
04/26/2018
04/27/2018
200,000.00
196,846.82
0.00
0.00
196,986.66
317.62
0.00
635.25
317.63
139.84
0.00
139.84
457.47
457.47
Execution Time: 6/1/2020 10:17:30 PMChandler Asset Management - CONFIDENTIAL Page 18
3.A.4.a
Packet Pg. 40 Attachment: 2019-20 May Treasurers Report (Treasurer’s Report at May 31, 2020)
Income Earned
As of May 31, 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
199,388.48
0.00
0.00
199,436.47
1,672.13
2,000.00
10.93
338.80
47.99
0.00
47.99
386.79
386.79
912828Y61 US Treasury
Note
2.75% Due 07/31/2023
12/27/2018
12/28/2018
175,000.00
175,865.89
0.00
0.00
175,843.25
1,203.13
0.00
1,612.98
409.85
0.00
22.64
(22.64)
387.21
387.21
912828Y87 US Treasury
Note
1.75% Due 07/31/2024
01/17/2020
01/21/2020
220,000.00
221,089.27
0.00
0.00
221,067.52
962.50
0.00
1,290.38
327.88
0.00
21.75
(21.75)
306.13
306.13
912828YV6 US Treasury
Note
1.5% Due 11/30/2024
12/12/2019
12/13/2019
230,000.00
227,620.48
0.00
0.00
227,664.55
1,442.21
1,725.00
9.43
292.22
44.07
0.00
44.07
336.29
336.29
912828ZC7 US Treasury
Note
1.125% Due 02/28/2025
03/24/2020
03/25/2020
400,000.00
411,799.39
0.00
0.00
411,592.03
758.15
0.00
1,137.23
379.08
0.00
207.36
(207.36)
171.72
171.72
931142EJ8 Wal-Mart Stores
Note
3.125% Due 06/23/2021
Various
Various
200,000.00
200,359.51
0.00
0.00
200,332.84
2,222.23
0.00
2,743.05
520.82
0.00
26.67
(26.67)
494.15
494.15
Total Fixed Income 10,379,929.63
10,707,938.06
0.00
260,519.46
10,446,485.04
62,053.66
21,600.91
59,251.34
18,798.59
1,622.99
2,556.55
(933.56)
17,865.03 17,865.03
Execution Time: 6/1/2020 10:17:30 PMChandler Asset Management - CONFIDENTIAL Page 19
3.A.4.a
Packet Pg. 41 Attachment: 2019-20 May Treasurers Report (Treasurer’s Report at May 31, 2020)
Income Earned
As of May 31, 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
Various
Various
400,901.87
119,821.41
282,120.98
1,040.52
400,901.87
0.00
0.61
0.00
0.61
0.00
0.00
0.00
0.61
0.61
Total Cash & Equivalent 400,901.87
119,821.41
282,120.98
1,040.52
400,901.87
0.00
0.61
0.00
0.61
0.00
0.00
0.00
0.61 0.61
TOTAL PORTFOLIO 10,780,831.50
10,827,759.47
282,120.98
261,559.98
10,847,386.91
62,053.66
21,601.52
59,251.34
18,799.20
1,622.99
2,556.55
(933.56)
17,865.64 17,865.64
Execution Time: 6/1/2020 10:17:30 PMChandler Asset Management - CONFIDENTIAL Page 20
3.A.4.a
Packet Pg. 42 Attachment: 2019-20 May Treasurers Report (Treasurer’s Report at May 31, 2020)
Cash Flow Report
As of May 31, 2020
City of San Jacinto
Account #10167
Payment Date Transaction Type CUSIP Quantity Security Description Principal Amount Income Total Amount
06/08/2020 Interest 3130A0F70 220,000.00 FHLB Note
3.375% Due 12/8/2023
0.00 3,712.50 3,712.50
06/09/2020 Interest 3130A3KM5 100,000.00 FHLB Note
2.5% Due 12/9/2022
0.00 1,250.00 1,250.00
06/10/2020 Interest 313379Q69 200,000.00 FHLB Note
2.125% Due 6/10/2022
0.00 2,125.00 2,125.00
06/11/2020 Interest 3130A3UQ5 225,000.00 FHLB Note
1.875% Due 12/11/2020
0.00 2,109.38 2,109.38
06/12/2020 Maturity 313383HU8 130,000.00 FHLB Note
1.75% Due 6/12/2020
130,000.00 1,137.50 131,137.50
06/13/2020 Interest 3130A3GE8 250,000.00 FHLB Note
2.75% Due 12/13/2024
0.00 3,437.50 3,437.50
06/14/2020 Interest 3130A1XJ2 210,000.00 FHLB Note
2.875% Due 6/14/2024
0.00 3,018.76 3,018.76
06/15/2020 Paydown 477870AC3 40,000.00 John Deere Owner Trust 2019-B A3
2.21% Due 12/15/2023
890.15 73.67 963.82
06/15/2020 Paydown 47789JAB2 18,233.15 John Deere Owner Trust 2019-A A2
2.85% Due 12/15/2021
939.36 43.30 982.66
06/15/2020 Paydown 43815NAC8 80,000.00 Honda Auto Receivables Trust 2019-3 A3
1.78% Due 8/15/2023
4,158.51 118.67 4,277.18
06/15/2020 Paydown 65479JAD5 85,000.00 Nissan Auto Receivables Owner 2019-C A3
1.93% Due 7/15/2024
1,608.08 136.71 1,744.79
06/15/2020 Paydown 47788BAD6 15,330.21 John Deere Owner Trust 2017-B A3
1.82% Due 10/15/2021
1,521.21 23.25 1,544.46
06/15/2020 Paydown 47789KAC7 60,000.00 John Deere Owner Trust 2020-A A3
1.1% Due 8/15/2024
1,108.29 55.00 1,163.29
06/15/2020 Paydown 65478WAE5 72,386.32 Nissan Auto Receivables Trust 2016-C A4
1.38% Due 1/17/2023
4,213.18 83.24 4,296.42
06/18/2020 Paydown 89238KAD4 48,534.77 Toyota Auto Receivables Trust 2017-D A3
1.93% Due 1/18/2022
4,505.30 78.06 4,583.36
06/19/2020 Interest 3137EAEN5 200,000.00 FHLMC Note
2.75% Due 6/19/2023
0.00 2,750.00 2,750.00
06/21/2020 Paydown 43815HAC1 60,445.18 Honda Auto Receivables Trust 2018-3 A3
2.95% Due 8/22/2022
6,612.38 148.59 6,760.97
Execution Time: 6/1/2020 10:17:30 PMChandler Asset Management - CONFIDENTIAL Page 21
3.A.4.a
Packet Pg. 43 Attachment: 2019-20 May Treasurers Report (Treasurer’s Report at May 31, 2020)
Cash Flow Report
As of May 31, 2020
City of San Jacinto
Account #10167
Payment Date Transaction Type CUSIP Quantity Security Description Principal Amount Income Total Amount
06/23/2020 Interest 931142EJ8 200,000.00 Wal-Mart Stores Note
3.125% Due 6/23/2021
0.00 3,125.00 3,125.00
JUN 2020 155,556.46 23,426.13 178,982.59
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
892.01 72.03 964.04
07/15/2020 Paydown 47789KAC7 60,000.00 John Deere Owner Trust 2020-A A3
1.1% Due 8/15/2024
1,110.92 53.98 1,164.90
07/15/2020 Paydown 65478WAE5 72,386.32 Nissan Auto Receivables Trust 2016-C A4
1.38% Due 1/17/2023
4,218.74 78.40 4,297.14
07/15/2020 Paydown 43815NAC8 80,000.00 Honda Auto Receivables Trust 2019-3 A3
1.78% Due 8/15/2023
4,064.13 112.50 4,176.63
07/15/2020 Paydown 65479JAD5 85,000.00 Nissan Auto Receivables Owner 2019-C A3
1.93% Due 7/15/2024
1,611.70 134.12 1,745.82
07/15/2020 Paydown 47788BAD6 15,330.21 John Deere Owner Trust 2017-B A3
1.82% Due 10/15/2021
1,444.58 20.94 1,465.52
07/15/2020 Paydown 47789JAB2 18,233.15 John Deere Owner Trust 2019-A A2
2.85% Due 12/15/2021
941.59 41.07 982.66
07/18/2020 Paydown 89238KAD4 48,534.77 Toyota Auto Receivables Trust 2017-D A3
1.93% Due 1/18/2022
4,289.68 70.81 4,360.49
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 60,445.18 Honda Auto Receivables Trust 2018-3 A3
2.95% Due 8/22/2022
6,292.95 132.34 6,425.29
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
Execution Time: 6/1/2020 10:17:30 PMChandler Asset Management - CONFIDENTIAL Page 22
3.A.4.a
Packet Pg. 44 Attachment: 2019-20 May Treasurers Report (Treasurer’s Report at May 31, 2020)
Cash Flow Report
As of May 31, 2020
City of San Jacinto
Account #10167
Payment Date Transaction Type CUSIP Quantity Security Description Principal Amount Income Total Amount
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
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 149,866.30 22,925.10 172,791.40
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 15,330.21 John Deere Owner Trust 2017-B A3
1.82% Due 10/15/2021
1,367.79 18.75 1,386.54
08/15/2020 Paydown 47789KAC7 60,000.00 John Deere Owner Trust 2020-A A3
1.1% Due 8/15/2024
1,113.54 52.97 1,166.51
08/15/2020 Paydown 65478WAE5 72,386.32 Nissan Auto Receivables Trust 2016-C A4
1.38% Due 1/17/2023
4,224.32 73.55 4,297.87
08/15/2020 Paydown 477870AC3 40,000.00 John Deere Owner Trust 2019-B A3
2.21% Due 12/15/2023
893.87 70.38 964.25
08/15/2020 Paydown 47789JAB2 18,233.15 John Deere Owner Trust 2019-A A2
2.85% Due 12/15/2021
943.81 38.84 982.65
08/15/2020 Paydown 43815NAC8 80,000.00 Honda Auto Receivables Trust 2019-3 A3
1.78% Due 8/15/2023
3,969.52 106.47 4,075.99
08/15/2020 Paydown 65479JAD5 85,000.00 Nissan Auto Receivables Owner 2019-C A3
1.93% Due 7/15/2024
1,615.32 131.53 1,746.85
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
Execution Time: 6/1/2020 10:17:30 PMChandler Asset Management - CONFIDENTIAL Page 23
3.A.4.a
Packet Pg. 45 Attachment: 2019-20 May Treasurers Report (Treasurer’s Report at May 31, 2020)
Cash Flow Report
As of May 31, 2020
City of San Jacinto
Account #10167
Payment Date Transaction Type CUSIP Quantity Security Description Principal Amount Income Total Amount
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
08/18/2020 Paydown 89238KAD4 48,534.77 Toyota Auto Receivables Trust 2017-D A3
1.93% Due 1/18/2022
4,073.53 63.91 4,137.44
08/21/2020 Paydown 43815HAC1 60,445.18 Honda Auto Receivables Trust 2018-3 A3
2.95% Due 8/22/2022
5,972.35 116.87 6,089.22
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 149,174.05 19,577.85 168,751.90
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 477870AC3 40,000.00 John Deere Owner Trust 2019-B A3
2.21% Due 12/15/2023
895.73 68.74 964.47
09/15/2020 Paydown 47789JAB2 18,233.15 John Deere Owner Trust 2019-A A2
2.85% Due 12/15/2021
946.05 36.59 982.64
09/15/2020 Paydown 47788BAD6 15,330.21 John Deere Owner Trust 2017-B A3
1.82% Due 10/15/2021
1,290.83 16.68 1,307.51
Execution Time: 6/1/2020 10:17:30 PMChandler Asset Management - CONFIDENTIAL Page 24
3.A.4.a
Packet Pg. 46 Attachment: 2019-20 May Treasurers Report (Treasurer’s Report at May 31, 2020)
Cash Flow Report
As of May 31, 2020
City of San Jacinto
Account #10167
Payment Date Transaction Type CUSIP Quantity Security Description Principal Amount Income Total Amount
09/15/2020 Paydown 43815NAC8 80,000.00 Honda Auto Receivables Trust 2019-3 A3
1.78% Due 8/15/2023
3,874.68 100.58 3,975.26
09/15/2020 Paydown 47789KAC7 60,000.00 John Deere Owner Trust 2020-A A3
1.1% Due 8/15/2024
1,116.18 51.94 1,168.12
09/15/2020 Paydown 65478WAE5 72,386.32 Nissan Auto Receivables Trust 2016-C A4
1.38% Due 1/17/2023
4,229.90 68.69 4,298.59
09/15/2020 Paydown 65479JAD5 85,000.00 Nissan Auto Receivables Owner 2019-C A3
1.93% Due 7/15/2024
1,618.96 128.93 1,747.89
09/18/2020 Paydown 89238KAD4 48,534.77 Toyota Auto Receivables Trust 2017-D A3
1.93% Due 1/18/2022
3,856.85 57.36 3,914.21
09/21/2020 Paydown 43815HAC1 60,445.18 Honda Auto Receivables Trust 2018-3 A3
2.95% Due 8/22/2022
5,650.55 102.19 5,752.74
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 9128284D9 210,000.00 US Treasury Note
2.5% Due 3/31/2023
0.00 2,625.00 2,625.00
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 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
SEP 2020 173,479.73 24,522.33 198,002.06
10/15/2020 Paydown 477870AC3 40,000.00 John Deere Owner Trust 2019-B A3
2.21% Due 12/15/2023
897.60 67.09 964.69
10/15/2020 Paydown 47789JAB2 18,233.15 John Deere Owner Trust 2019-A A2
2.85% Due 12/15/2021
948.28 34.35 982.63
10/15/2020 Paydown 43815NAC8 80,000.00 Honda Auto Receivables Trust 2019-3 A3
1.78% Due 8/15/2023
3,779.61 94.83 3,874.44
10/15/2020 Paydown 65479JAD5 85,000.00 Nissan Auto Receivables Owner 2019-C A3
1.93% Due 7/15/2024
1,622.60 126.33 1,748.93
10/15/2020 Paydown 47788BAD6 15,330.21 John Deere Owner Trust 2017-B A3
1.82% Due 10/15/2021
1,213.72 14.72 1,228.44
Execution Time: 6/1/2020 10:17:30 PMChandler Asset Management - CONFIDENTIAL Page 25
3.A.4.a
Packet Pg. 47 Attachment: 2019-20 May Treasurers Report (Treasurer’s Report at May 31, 2020)
Cash Flow Report
As of May 31, 2020
City of San Jacinto
Account #10167
Payment Date Transaction Type CUSIP Quantity Security Description Principal Amount Income Total Amount
10/15/2020 Paydown 47789KAC7 60,000.00 John Deere Owner Trust 2020-A A3
1.1% Due 8/15/2024
1,118.82 50.92 1,169.74
10/15/2020 Paydown 65478WAE5 72,386.32 Nissan Auto Receivables Trust 2016-C A4
1.38% Due 1/17/2023
4,235.49 63.83 4,299.32
10/18/2020 Paydown 89238KAD4 48,534.77 Toyota Auto Receivables Trust 2017-D A3
1.93% Due 1/18/2022
3,639.65 51.16 3,690.81
10/21/2020 Paydown 43815HAC1 60,445.18 Honda Auto Receivables Trust 2018-3 A3
2.95% Due 8/22/2022
5,327.57 88.30 5,415.87
10/22/2020 Interest 3135G03U5 210,000.00 FNMA Note
0.625% Due 4/22/2025
0.00 648.96 648.96
OCT 2020 22,783.34 1,240.49 24,023.83
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
899.46 65.44 964.90
11/15/2020 Paydown 47789KAC7 60,000.00 John Deere Owner Trust 2020-A A3
1.1% Due 8/15/2024
1,121.46 49.90 1,171.36
11/15/2020 Paydown 65478WAE5 72,386.32 Nissan Auto Receivables Trust 2016-C A4
1.38% Due 1/17/2023
4,241.10 58.95 4,300.05
11/15/2020 Paydown 43815NAC8 80,000.00 Honda Auto Receivables Trust 2019-3 A3
1.78% Due 8/15/2023
3,684.30 89.23 3,773.53
11/15/2020 Paydown 65479JAD5 85,000.00 Nissan Auto Receivables Owner 2019-C A3
1.93% Due 7/15/2024
1,626.25 123.72 1,749.97
11/15/2020 Paydown 47788BAD6 15,330.21 John Deere Owner Trust 2017-B A3
1.82% Due 10/15/2021
1,136.46 12.88 1,149.34
11/15/2020 Paydown 47789JAB2 18,233.15 John Deere Owner Trust 2019-A A2
2.85% Due 12/15/2021
950.52 32.10 982.62
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
Execution Time: 6/1/2020 10:17:30 PMChandler Asset Management - CONFIDENTIAL Page 26
3.A.4.a
Packet Pg. 48 Attachment: 2019-20 May Treasurers Report (Treasurer’s Report at May 31, 2020)
Cash Flow Report
As of May 31, 2020
City of San Jacinto
Account #10167
Payment Date Transaction Type CUSIP Quantity Security Description Principal Amount Income Total Amount
11/18/2020 Paydown 89238KAD4 48,534.77 Toyota Auto Receivables Trust 2017-D A3
1.93% Due 1/18/2022
3,421.92 45.31 3,467.23
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 60,445.18 Honda Auto Receivables Trust 2018-3 A3
2.95% Due 8/22/2022
5,003.39 75.20 5,078.59
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
NOV 2020 247,084.86 19,790.24 266,875.10
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 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 47788BAD6 15,330.21 John Deere Owner Trust 2017-B A3
1.82% Due 10/15/2021
1,059.03 11.16 1,070.19
12/15/2020 Paydown 47789KAC7 60,000.00 John Deere Owner Trust 2020-A A3
1.1% Due 8/15/2024
1,124.12 48.87 1,172.99
12/15/2020 Paydown 65478WAE5 72,386.32 Nissan Auto Receivables Trust 2016-C A4
1.38% Due 1/17/2023
4,246.69 54.08 4,300.77
Execution Time: 6/1/2020 10:17:30 PMChandler Asset Management - CONFIDENTIAL Page 27
3.A.4.a
Packet Pg. 49 Attachment: 2019-20 May Treasurers Report (Treasurer’s Report at May 31, 2020)
Cash Flow Report
As of May 31, 2020
City of San Jacinto
Account #10167
Payment Date Transaction Type CUSIP Quantity Security Description Principal Amount Income Total Amount
12/15/2020 Paydown 43815NAC8 80,000.00 Honda Auto Receivables Trust 2019-3 A3
1.78% Due 8/15/2023
3,588.77 83.76 3,672.53
12/15/2020 Paydown 65479JAD5 85,000.00 Nissan Auto Receivables Owner 2019-C A3
1.93% Due 7/15/2024
1,629.91 121.10 1,751.01
12/15/2020 Paydown 477870AC3 40,000.00 John Deere Owner Trust 2019-B A3
2.21% Due 12/15/2023
901.34 63.78 965.12
12/15/2020 Paydown 47789JAB2 18,233.15 John Deere Owner Trust 2019-A A2
2.85% Due 12/15/2021
952.78 29.84 982.62
12/18/2020 Paydown 89238KAD4 48,534.77 Toyota Auto Receivables Trust 2017-D A3
1.93% Due 1/18/2022
3,203.67 39.80 3,243.47
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 60,445.18 Honda Auto Receivables Trust 2018-3 A3
2.95% Due 8/22/2022
4,678.01 62.90 4,740.91
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 371,384.32 23,267.39 394,651.71
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
903.22 62.12 965.34
01/15/2021 Paydown 47789JAB2 18,233.15 John Deere Owner Trust 2019-A A2
2.85% Due 12/15/2021
955.03 27.58 982.61
01/15/2021 Paydown 47789KAC7 60,000.00 John Deere Owner Trust 2020-A A3
1.1% Due 8/15/2024
1,126.78 47.84 1,174.62
Execution Time: 6/1/2020 10:17:30 PMChandler Asset Management - CONFIDENTIAL Page 28
3.A.4.a
Packet Pg. 50 Attachment: 2019-20 May Treasurers Report (Treasurer’s Report at May 31, 2020)
Cash Flow Report
As of May 31, 2020
City of San Jacinto
Account #10167
Payment Date Transaction Type CUSIP Quantity Security Description Principal Amount Income Total Amount
01/15/2021 Paydown 65478WAE5 72,386.32 Nissan Auto Receivables Trust 2016-C A4
1.38% Due 1/17/2023
4,252.31 49.19 4,301.50
01/15/2021 Paydown 65479JAD5 85,000.00 Nissan Auto Receivables Owner 2019-C A3
1.93% Due 7/15/2024
1,633.58 118.48 1,752.06
01/15/2021 Paydown 47788BAD6 15,330.21 John Deere Owner Trust 2017-B A3
1.82% Due 10/15/2021
981.44 9.55 990.99
01/15/2021 Paydown 43815NAC8 80,000.00 Honda Auto Receivables Trust 2019-3 A3
1.78% Due 8/15/2023
3,493.00 78.44 3,571.44
01/18/2021 Paydown 89238KAD4 48,534.77 Toyota Auto Receivables Trust 2017-D A3
1.93% Due 1/18/2022
2,984.88 34.65 3,019.53
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 60,445.18 Honda Auto Receivables Trust 2018-3 A3
2.95% Due 8/22/2022
4,351.42 51.40 4,402.82
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 20,681.66 20,106.13 40,787.79
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 15,330.21 John Deere Owner Trust 2017-B A3
1.82% Due 10/15/2021
903.70 8.06 911.76
02/15/2021 Paydown 47789KAC7 60,000.00 John Deere Owner Trust 2020-A A3
1.1% Due 8/15/2024
1,129.45 46.80 1,176.25
02/15/2021 Paydown 65478WAE5 72,386.32 Nissan Auto Receivables Trust 2016-C A4
1.38% Due 1/17/2023
4,257.93 44.30 4,302.23
Execution Time: 6/1/2020 10:17:30 PMChandler Asset Management - CONFIDENTIAL Page 29
3.A.4.a
Packet Pg. 51 Attachment: 2019-20 May Treasurers Report (Treasurer’s Report at May 31, 2020)
Cash Flow Report
As of May 31, 2020
City of San Jacinto
Account #10167
Payment Date Transaction Type CUSIP Quantity Security Description Principal Amount Income Total Amount
02/15/2021 Paydown 43815NAC8 80,000.00 Honda Auto Receivables Trust 2019-3 A3
1.78% Due 8/15/2023
3,397.00 73.26 3,470.26
02/15/2021 Paydown 477870AC3 40,000.00 John Deere Owner Trust 2019-B A3
2.21% Due 12/15/2023
905.10 60.46 965.56
02/15/2021 Paydown 47789JAB2 18,233.15 John Deere Owner Trust 2019-A A2
2.85% Due 12/15/2021
957.29 25.31 982.60
02/15/2021 Paydown 65479JAD5 85,000.00 Nissan Auto Receivables Owner 2019-C A3
1.93% Due 7/15/2024
1,637.26 115.85 1,753.11
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 48,534.77 Toyota Auto Receivables Trust 2017-D A3
1.93% Due 1/18/2022
2,765.57 29.85 2,795.42
02/21/2021 Paydown 43815HAC1 60,445.18 Honda Auto Receivables Trust 2018-3 A3
2.95% Due 8/22/2022
4,023.63 40.70 4,064.33
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 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 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 369,976.93 17,775.84 387,752.77
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
03/13/2021 Interest 3130A2UW4 150,000.00 FHLB Note
2.875% Due 9/13/2024
0.00 2,156.25 2,156.25
Execution Time: 6/1/2020 10:17:30 PMChandler Asset Management - CONFIDENTIAL Page 30
3.A.4.a
Packet Pg. 52 Attachment: 2019-20 May Treasurers Report (Treasurer’s Report at May 31, 2020)
Cash Flow Report
As of May 31, 2020
City of San Jacinto
Account #10167
Payment Date Transaction Type CUSIP Quantity Security Description Principal Amount Income Total Amount
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 43815NAC8 80,000.00 Honda Auto Receivables Trust 2019-3 A3
1.78% Due 8/15/2023
3,300.77 68.22 3,368.99
03/15/2021 Paydown 47788BAD6 15,330.21 John Deere Owner Trust 2017-B A3
1.82% Due 10/15/2021
825.79 6.69 832.48
03/15/2021 Paydown 477870AC3 40,000.00 John Deere Owner Trust 2019-B A3
2.21% Due 12/15/2023
906.98 58.79 965.77
03/15/2021 Paydown 47789JAB2 18,233.15 John Deere Owner Trust 2019-A A2
2.85% Due 12/15/2021
959.56 23.03 982.59
03/15/2021 Paydown 47789KAC7 60,000.00 John Deere Owner Trust 2020-A A3
1.1% Due 8/15/2024
1,132.12 45.77 1,177.89
03/15/2021 Paydown 65478WAE5 72,386.32 Nissan Auto Receivables Trust 2016-C A4
1.38% Due 1/17/2023
4,263.55 39.41 4,302.96
03/15/2021 Paydown 65479JAD5 85,000.00 Nissan Auto Receivables Owner 2019-C A3
1.93% Due 7/15/2024
1,640.94 113.22 1,754.16
03/18/2021 Paydown 89238KAD4 48,534.77 Toyota Auto Receivables Trust 2017-D A3
1.93% Due 1/18/2022
2,545.72 25.40 2,571.12
03/21/2021 Paydown 43815HAC1 60,445.18 Honda Auto Receivables Trust 2018-3 A3
2.95% Due 8/22/2022
3,694.63 30.81 3,725.44
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 19,270.06 22,464.47 41,734.53
04/15/2021 Paydown 43815NAC8 80,000.00 Honda Auto Receivables Trust 2019-3 A3
1.78% Due 8/15/2023
3,204.31 63.32 3,267.63
Execution Time: 6/1/2020 10:17:30 PMChandler Asset Management - CONFIDENTIAL Page 31
3.A.4.a
Packet Pg. 53 Attachment: 2019-20 May Treasurers Report (Treasurer’s Report at May 31, 2020)
Cash Flow Report
As of May 31, 2020
City of San Jacinto
Account #10167
Payment Date Transaction Type CUSIP Quantity Security Description Principal Amount Income Total Amount
04/15/2021 Paydown 477870AC3 40,000.00 John Deere Owner Trust 2019-B A3
2.21% Due 12/15/2023
908.87 57.12 965.99
04/15/2021 Paydown 47789JAB2 18,233.15 John Deere Owner Trust 2019-A A2
2.85% Due 12/15/2021
961.83 20.75 982.58
04/15/2021 Paydown 65479JAD5 85,000.00 Nissan Auto Receivables Owner 2019-C A3
1.93% Due 7/15/2024
1,644.63 110.58 1,755.21
04/15/2021 Paydown 47788BAD6 15,330.21 John Deere Owner Trust 2017-B A3
1.82% Due 10/15/2021
747.72 5.44 753.16
04/15/2021 Paydown 47789KAC7 60,000.00 John Deere Owner Trust 2020-A A3
1.1% Due 8/15/2024
1,134.80 44.73 1,179.53
04/15/2021 Paydown 65478WAE5 72,386.32 Nissan Auto Receivables Trust 2016-C A4
1.38% Due 1/17/2023
4,269.20 34.50 4,303.70
04/18/2021 Paydown 89238KAD4 48,534.77 Toyota Auto Receivables Trust 2017-D A3
1.93% Due 1/18/2022
2,325.34 21.31 2,346.65
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 60,445.18 Honda Auto Receivables Trust 2018-3 A3
2.95% Due 8/22/2022
3,364.41 21.73 3,386.14
04/22/2021 Interest 3135G03U5 210,000.00 FNMA Note
0.625% Due 4/22/2025
0.00 656.25 656.25
APR 2021 168,561.11 3,066.98 171,628.09
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
1,137.49 43.69 1,181.18
05/15/2021 Paydown 65478WAE5 72,386.32 Nissan Auto Receivables Trust 2016-C A4
1.38% Due 1/17/2023
4,274.84 29.59 4,304.43
05/15/2021 Paydown 65479JAD5 85,000.00 Nissan Auto Receivables Owner 2019-C A3
1.93% Due 7/15/2024
1,648.32 107.94 1,756.26
Execution Time: 6/1/2020 10:17:30 PMChandler Asset Management - CONFIDENTIAL Page 32
3.A.4.a
Packet Pg. 54 Attachment: 2019-20 May Treasurers Report (Treasurer’s Report at May 31, 2020)
Cash Flow Report
As of May 31, 2020
City of San Jacinto
Account #10167
Payment Date Transaction Type CUSIP Quantity Security Description Principal Amount Income Total Amount
05/15/2021 Paydown 43815NAC8 80,000.00 Honda Auto Receivables Trust 2019-3 A3
1.78% Due 8/15/2023
3,107.60 58.57 3,166.17
05/15/2021 Paydown 47788BAD6 15,330.21 John Deere Owner Trust 2017-B A3
1.82% Due 10/15/2021
669.50 4.30 673.80
05/15/2021 Paydown 477870AC3 40,000.00 John Deere Owner Trust 2019-B A3
2.21% Due 12/15/2023
910.77 55.44 966.21
05/15/2021 Paydown 47789JAB2 18,233.15 John Deere Owner Trust 2019-A A2
2.85% Due 12/15/2021
964.11 18.47 982.58
05/18/2021 Paydown 89238KAD4 48,534.77 Toyota Auto Receivables Trust 2017-D A3
1.93% Due 1/18/2022
2,104.43 17.57 2,122.00
05/21/2021 Paydown 43815HAC1 60,445.18 Honda Auto Receivables Trust 2018-3 A3
2.95% Due 8/22/2022
3,032.97 13.46 3,046.43
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 Maturity 912828WN6 200,000.00 US Treasury Note
2% Due 5/31/2021
200,000.00 2,000.00 202,000.00
MAY 2021 342,850.03 15,039.66 357,889.69
TOTAL 2,190,668.85 213,202.61 2,403,871.46
Execution Time: 6/1/2020 10:17:30 PMChandler Asset Management - CONFIDENTIAL Page 33
3.A.4.a
Packet Pg. 55 Attachment: 2019-20 May Treasurers Report (Treasurer’s Report at May 31, 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: 6/1/2020 10:17:30 PMChandler Asset Management - CONFIDENTIAL Page 34
3.A.4.a
Packet Pg. 56 Attachment: 2019-20 May Treasurers Report (Treasurer’s Report at May 31, 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 $1 billion. Qualifying securities must
have at least 18 months to final maturity at the time of issuance. (Index: G 1O2. Please visit www.mlindex.ml.com for more information)
City of San Jacinto 1-5 Yr Corp/Gov
AAA-A Blend*
Execution Time: 6/1/2020 10:17:30 PMChandler Asset Management - CONFIDENTIAL Page 35
3.A.4.a
Packet Pg. 57 Attachment: 2019-20 May Treasurers Report (Treasurer’s Report at May 31, 2020)
City of San Jacinto Public Trust Advisors LLC
595 S. San Jacinto Ave.550 South Hope Street
San Jacinto, CA 92583 Suite 560
Los Angeles, CA 90071
Monthly Investment Report for Period Ended May 31, 2020
3.A.4.a
Packet Pg. 58 Attachment: 2019-20 May Treasurers Report (Treasurer’s Report at May 31, 2020)
Investment Management Portfolio Review Page
Investment Portfolio Summary Comparison 3
Total Return Performance Summary 4
Investment Portfolio Maturity Distribution 6
Investment Portfolio Maturity Distribution By Security Type 7
Investment Portfolio Rating Distribution 8
Investment Portfolio Security Distribution - Market Value 9
Investment Portfolio Security Distribution - Historical Cost 10
Investment Portfolio Compliance 11
Additional Disclosure 12
Portfolio Holdings Detail 13
City of San Jacinto Summary
3.A.4.a
Packet Pg. 59 Attachment: 2019-20 May Treasurers Report (Treasurer’s Report at May 31, 2020)
City of San Jacinto
May 1, 2020
Beginning Balance
May 31, 2020
Ending Balance Portfolio Characteristic
May 1, 2020
Beginning Balance
May 31, 2020
Ending Balance
Historical Cost 11,121,172.94$ 10,898,975.23$ Book Yield Gross 1.74%1.74%
Book Value 11,129,301.24$ 10,906,000.41$ Market Yield Gross 0.35%0.30%
Accrued Interest 44,109.21 53,447.81 Weighted Average Coupon 1.86%1.86%
Book Value Plus Accrued 11,173,410.45$ 10,959,448.22$ Duration 2.54 Years 2.44 Years
Net Unrealized Gain/Loss 354,258.34 345,661.85 Weighted Effective Maturity 2.61 Years 2.57 Years
Market Value Plus Accrued(2)11,527,668.79$ 11,305,110.07$ Weighted Final Maturity 2.63 Years 2.59 Years
Net Pending Transactions (246,321.59)1.19
Market Value Plus Accrued Net(2)11,281,347.20$ 11,305,111.26$
City of San Jacinto
May 2020
Net Income Portfolio Compliance Compliant
Interest Income 16,948.71$ Security Distribution YES
Net Amortization/Accretion (987.24)Maturity Distribution YES
Net Realized Gain/Loss(3)16,503.26 Rating Distribution YES
Miscellaneous Income -
Net Income 32,464.73$
City of San Jacinto Summary Comparison for the period May 1, 2020 to May 31, 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
3.A.4.a
Packet Pg. 60 Attachment: 2019-20 May Treasurers Report (Treasurer’s Report at May 31, 2020)
Trailing Month Trailing 3 Months Trailing 12 Months Year to Date
Total Return Performance Periodic Periodic Periodic Periodic
City of San Jacinto 0.21%1.94%NA NA
BofA ML 1-5 Year U.S. Treasury/Agency 0.14%1.92%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 May 1, 2020 to May 31, 2020
0.21% 0.14%
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. 61 Attachment: 2019-20 May Treasurers Report (Treasurer’s Report at May 31, 2020)
Trailing Month Trailing 3 Months Trailing 12 Months Year to Date
Total Return Performance Periodic Periodic Periodic Periodic
City of San Jacinto 0.21%1.94%5.70%3.99%
Trailing 3 Years Trailing 5 Years Since Inception*
Total Return Performance Annualized Annualized Annualized
City of San Jacinto 3.11%2.12%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 May 1, 2020 to May 31, 2020
0.21%
1.94%
5.70%
3.99%
3.11%
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. 62 Attachment: 2019-20 May Treasurers Report (Treasurer’s Report at May 31, 2020)
Maturity Distribution
May 1, 2020
Beginning Balance
May 31, 2020
Ending Balance Portfolio Allocation Distribution Change
0-3 Months 461,726.27$ 238,504.61$ 2.11%-1.90%
3-6 Months - - 0.00%0.00%
6-9 Months - 536,749.90 4.75%4.75%
9-12 Months 536,690.76 209,965.23 1.86%-2.80%
1-2 Years 3,276,061.16 3,064,373.58 27.11%-1.31%
2-3 Years 2,619,749.12 3,209,947.22 28.39%5.67%
3-4 Years 2,480,165.49 1,885,837.12 16.68%-4.83%
4-5 Years 2,153,275.99 2,159,732.42 19.10%0.42%
5-6 Years - - 0.00%0.00%
6 Years +- - 0.00%0.00%
Total Portfolio 11,527,668.79$ 11,305,110.07$ 100.00%
City of San Jacinto Maturity Distribution Market Value Basis May 1, 2020 to May 31, 2020
$-
$500,000
$1,000,000
$1,500,000
$2,000,000
$2,500,000
$3,000,000
$3,500,000
0-3 M 3-6 M 6-9 M 9-12 M 1-2 Yr 2-3 Yr 3-4 Yr 4-5 Yr 5-6 Yr 6 Yr +
Maturity Distribution Comparison
May 1, 2020 May 31, 2020
0-3 M
2.11%
6-9 M
4.75%
9-12 M
1.86%
1-2 Yr
27.11%
2-3 Yr
28.39%
3-4 Yr
16.68%4-5 Yr
19.10%
Maturity Distribution
Page 6
3.A.4.a
Packet Pg. 63 Attachment: 2019-20 May Treasurers Report (Treasurer’s Report at May 31, 2020)
Security Distribution 0-3 Months 3-6 Months 6-9 Months 9-12 Months 1-2 Years 2-3 Years 3-4 Years 4-5 Years Total Portfolio
Cash -$ -$ -$ -$ -$ -$ -$ -$ -$
Money Market Funds 238,505 - - - - - - - 238,505
Certificates of Deposit - - - - - - - - -
Commercial Paper - - - - - - - - -
U.S. Treasury Notes - - - 209,965 2,591,979 1,251,492 1,071,426 1,619,417 6,744,280
U.S. Agency Notes - - - - - - - - -
Federal Inst. (GSE)*- - 536,750 - 472,394 1,314,622 567,267 540,315 3,431,349
Corporate Notes - - - - - 643,833 247,143 - 890,976
Asset Backed (ABS)- - - - - - - - -
Municipal Bonds - - - - - - - - -
Total 238,505$ -$ 536,750$ 209,965$ 3,064,374$ 3,209,947$ 1,885,837$ 2,159,732$ 11,305,110$
*Mortgage backed securities shown to effective maturity.
City of San Jacinto Maturity Distribution Market Value Basis as of May 31, 2020
$-
$5,000,000
0-3 Months 3-6 Months 6-9 Months 9-12 Months 1-2 Years 2-3 Years 3-4 Years 4-5 Years
Maturity Distribution By Type Municipal Bonds
Asset Backed (ABS)
Corporate Notes
Federal Inst. (GSE)*
U.S. Agency Notes
U.S. Treasury Notes
Commercial Paper
Certificates of Deposit
Money Market Funds
Cash
Page 7
3.A.4.a
Packet Pg. 64 Attachment: 2019-20 May Treasurers Report (Treasurer’s Report at May 31, 2020)
S&P Rating Distribution
May 31, 2020
Ending Balance Portfolio Allocation
Short Term Rating Distribution
A-1+-$ 0.00%
A-1 - 0.00%
A-2 - 0.00%
Total Short Term Ratings -$ 0.00%
Long Term Rating Distribution
AAA Rating 786,343.80$ 6.96%
AA Rating 10,518,766.27 93.04%
A Rating - 0.00%
Below A - 0.00%
Not Rated - 0.00%
Total Long Term Rating 11,305,110.07$ 100.00%
Total Portfolio 11,305,110.07$ 100.00%
Moody's Rating Distribution
May 31, 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 10,662,062.29$ 94.31%
Aa Rating 643,047.79 5.69%
A Rating - 0.00%
Below A - 0.00%
Not Rated - 0.00%
Total Long Term Rating 11,305,110.07$ 100.00%
Total Portfolio 11,305,110.07$ 100.00%
City of San Jacinto Rating Distribution Market Value Basis as of May 31, 2020
AAA Rating
6.96%
AA Rating
93.04%
Portfolio Allocation By Standard and Poors' Rating
Aaa Rating
94.31%
Aa Rating
5.69%
Portfolio Allocation By Moody's Rating
Page 8
3.A.4.a
Packet Pg. 65 Attachment: 2019-20 May Treasurers Report (Treasurer’s Report at May 31, 2020)
Security Distribution
May 1, 2020
Beginning Balance
Portfolio
Allocation
May 31, 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 7,088,510.89 61.49%6,744,280.39 1.97%59.66%-1.83%NO
U.S. Agency Notes - 0.00%- 0.00%0.00%0.00%YES
FNMA 136,222.03 1.18%136,399.02 2.65%1.21%0.02%NO
FHLMC 2,084,861.87 18.09%2,423,525.37 1.72%21.44%3.35%NO
FFCB 335,632.69 2.91%335,995.22 0.45%2.97%0.06%NO
FHLB 533,777.61 4.63%535,429.06 1.09%4.74%0.11%NO
Fed Instrumentality Subtotal 3,090,494.20$ 26.81%3,431,348.66$ 1.54%30.35%3.54%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 886,937.43 7.69%890,976.41 1.20%7.88%0.19%NO
Bankers Acceptances - 0.00%- 0.00%0.00%0.00%YES
Money Market Funds 461,726.27 4.01%238,504.61 0.01%2.11%-1.90%NO
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 11,527,668.79$ 100.00%11,305,110.07$ 1.74%100.00%
*Permitted allocation based on aggregate assets as defined within the investment policy.
City of San Jacinto Market Value Basis Security Distribution May 1, 2020 to May 31, 2020
$-
$2,000,000
$4,000,000
$6,000,000
$8,000,000
CashLGIPUSTAgencyFNMAFHLMCFFCBFHLBABSCPCorpBAMMFMuniInter GovCDAsset Balance By Security Type
(in millions)
May 1, 2020 May 31, 2020
UST
59.66%
FNMA
1.21%
FHLMC
21.44%
FFCB
2.97%
FHLB
4.74%
Corp
7.88%
MMF
2.11%
Ending Portfolio Allocation
Page 9
3.A.4.a
Packet Pg. 66 Attachment: 2019-20 May Treasurers Report (Treasurer’s Report at May 31, 2020)
Security Distribution
May 1, 2020
Beginning Balance
Portfolio
Allocation
May 31, 2020
Ending Balance Book Yield
Portfolio
Allocation
Change in
Allocation
Permitted by
Policy*Compliant
Cash -$ 0.00%-$ 0.00%0.00%0.00%YES
U.S. Treasury Notes 6,779,309.20 60.96%6,445,473.85 1.97%59.14%-1.82%NO
U.S. Agency Notes - 0.00%- 0.00%0.00%0.00%YES
FNMA 129,906.40 1.17%129,906.40 2.65%1.19%0.02%NO
FHLMC 2,022,984.42 18.19%2,357,843.72 1.72%21.63%3.44%NO
FFCB 334,504.20 3.01%334,504.20 0.45%3.07%0.06%NO
FHLB 523,332.00 4.71%523,332.00 1.09%4.80%0.10%NO
Fed Instrumentality Subtotal 3,010,727.02$ 27.07%3,345,586.32$ 1.53%30.70%3.62%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 7.82%869,410.45 1.20%7.98%0.16%NO
Bankers Acceptances - 0.00%- 0.00%0.00%0.00%YES
Money Market Funds 461,726.27 4.15%238,504.61 0.01%2.19%-1.96%NO
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 11,121,172.94$ 100.00%10,898,975.23$ 1.74%100.00%
*Permitted allocation based on aggregate assets as defined within the investment policy.
City of San Jacinto Historical Cost Basis Security Distribution May 1, 2020 to May 31, 2020
$-
$2,000,000
$4,000,000
$6,000,000
$8,000,000
CashUSTAgencyFNMAFHLMCFFCBFHLBABSCPCorpBAMMFMuniInter GovCDAsset Balance By Security Type
(in millions)
May 1, 2020 May 31, 2020
UST
59.14%
FNMA
1.19%
FHLMC
21.63%FFCB
3.07%
FHLB
4.80%
Corp
7.98%
MMF
2.19%
Ending Portfolio Allocation
Page 10
3.A.4.a
Packet Pg. 67 Attachment: 2019-20 May Treasurers Report (Treasurer’s Report at May 31, 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 May 1, 2020 to May 31, 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. 68 Attachment: 2019-20 May Treasurers Report (Treasurer’s Report at May 31, 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. Performance results are shown net of all fees and expenses and reflect the reinvestment of dividends and other earnings.
Many factors affect performance including changes in market conditions and interest rates and in response to other economic, political, or financial developments. Investment involves risk including
the possible loss of principal. No assurance can be given that the performance objectives of a given strategy will be achieved. Past performance is no guarantee of future results. Any financial and/or
investment decision may incur losses.
The investment advisor providing these services is Public Trust Advisors, LLC, an investment adviser registered with the U.S.Securities and Exchange Commission (SEC) under the Investment Advisers
Act of 1940, as amended. Registration with the SEC does not imply a certain level of skill or training. Public Trust is required to maintain a written disclosure brochure of our background and business
experience. If you would like to receive a copy of our current disclosure brochure, Privacy Policy, or Code of Ethics, or have any questions regarding your account please contact us.
Public Trust Advisors
717 17th Street, Suite 1850
Denver, CO 80202
Page 12
3.A.4.a
Packet Pg. 69 Attachment: 2019-20 May Treasurers Report (Treasurer’s Report at May 31, 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. 70 Attachment: 2019-20 May Treasurers Report (Treasurer’s Report at May 31, 2020)
Month End Report Trade Date copySan Jacinto, City of (66779)Month End (M5 Y2020)05/01/2020 - 05/31/2020Dated: 06/04/2020Locked Down3.A.4.aPacket Pg. 71Attachment: 2019-20 May Treasurers Report (Treasurer’s Report at May 31, 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: 06/04/20203.A.4.aPacket Pg. 72Attachment: 2019-20 May Treasurers Report (Treasurer’s Report at May 31, 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 HOME LOAN MORTGAGE CORP3137EAEL9AGCY BOND2.37502/16/202102/16/2021N---521,808.00525,000.00101.545404/17/201804/19/2018AaaAA+---524,180.37527,817.093,636.728,932.80533,113.18536,749.90FEDERAL NATIONAL MORTGAGE ASSOCIATION3135G0U92AGCY BOND2.62501/11/202201/11/2022N---129,906.40130,000.00103.901501/09/201901/11/2019AaaAA+---129,948.87131,275.951,327.085,123.06135,071.93136,399.02FREDDIE MAC3137EAEP0AGCY BOND1.50002/12/202502/12/2025N---299,769.00300,000.00104.563002/13/202002/14/2020AaaAA+---299,782.21301,119.711,337.5013,906.73313,688.94315,026.44FEDERAL HOME LOAN BANKS3130AJ7E3AGCY BOND1.37502/17/202302/17/2023N---299,448.00300,000.00102.998202/20/202002/21/2020AaaAA+---299,498.24300,644.081,145.839,496.37308,994.61310,140.45FEDERAL FARM CREDIT BANKS FUNDING CORP3133ELWD2AGCY BOND0.37504/08/202204/08/2022N---334,504.20335,000.00100.241904/03/202004/08/2020AaaAA+---334,540.65334,725.60184.951,269.62335,810.27335,995.22FEDERAL HOME LOAN BANKS3130AJHU6AGCY BOND0.50004/14/202504/14/2025N---223,884.00225,000.00100.065804/15/202004/16/2020AaaAA+---223,911.70224,052.32140.631,236.28225,147.98225,288.61FREDDIE MAC3137EAEQ8AGCY BOND0.37504/20/202304/20/2023N---334,162.50335,000.00100.253804/17/202004/20/2020AaaAA+---334,194.35334,337.43143.071,656.04335,850.39335,993.46FEDERAL HOME LOAN MORTGAGE CORP3137EAER6AGCY BOND0.37505/05/202305/05/2023N---334,859.30335,000.00100.160405/05/202005/07/2020AaaAA+---334,862.52334,946.2783.75674.84335,537.36335,621.11EXXON MOBIL CORP30231GBB7CORP1.90208/16/202208/16/2022N---75,000.0075,000.00103.126708/13/201908/16/2019Aa1AA---75,000.0075,416.06416.062,345.0277,345.0277,761.08APPLE INC037833DE7CORP2.40012/13/202201/13/2023Y12/13/2022304,260.00300,000.00105.127812/10/201912/12/2019Aa1AA+---303,610.01306,370.012,760.0011,773.34315,383.35318,143.35MICROSOFT CORP594918AT1CORP2.37502/01/202305/01/2023Y02/01/2023246,484.45235,000.00105.303604/28/202004/30/2020AaaAAA---246,123.86246,588.97465.101,339.66247,463.52247,928.62WALMART INC931142EK5CORP3.40005/26/202306/26/2023Y05/26/2023243,666.00225,000.00108.377604/29/202005/01/2020Aa2AA---243,157.39246,451.143,293.75692.22243,849.61247,143.36FHMS K-033 A23137B4WB8FHLMC3.06006/09/202307/25/2023Y---258,544.92250,000.00106.687712/12/201912/17/2019AaaAA+---257,394.51258,032.01637.509,324.76266,719.28267,356.78FHMS K-725 A2US3137BWWD24FHLMC3.00212/24/202301/25/2024Y---289,012.50280,000.00106.860712/12/201912/17/2019AaaAAA---287,969.07288,669.53700.4711,241.03299,210.10299,910.57FHMS K-024 A23137AXHP1FHLMC CMO2.57308/19/202209/25/2022Y---319,687.50320,000.00103.806605/02/201905/07/2019AaaAA+---319,613.45320,299.58686.1312,567.54332,180.99332,867.13FIRST AMER:GVT OBLG Y31846V203MMFUND0.01005/31/202005/31/2020N---238,504.61238,504.611.0000------AaaAAAm---238,504.61238,504.610.000.00238,504.61238,504.61Holdings Report Trade DateSan Jacinto, City of (66779)As of 05/31/2020Return to Table of ContentsDated: 06/04/202013.A.4.aPacket Pg. 73Attachment: 2019-20 May Treasurers Report (Treasurer’s Report at May 31, 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 TREASURY9128284P2US GOV2.62505/15/202105/15/2021N---204,207.23205,000.00102.300807/26/201807/30/2018AaaAA+---204,724.09204,972.68248.594,992.55209,716.64209,965.23UNITED STATES TREASURY912828Y20US GOV2.62507/15/202107/15/2021N---436,803.13440,000.00102.710909/24/201809/26/2018AaaAA+---438,694.83443,073.684,378.8513,233.13451,927.96456,306.81UNITED STATES TREASURY912828F21US GOV2.12509/30/202109/30/2021N---428,491.99435,000.00102.578112/17/201812/20/2018AaaAA+---431,827.46433,393.341,565.8814,387.27446,214.73447,780.62UNITED STATES TREASURY9128285R7US GOV2.62512/15/202112/15/2021N---250,664.06250,000.00103.753901/10/201901/15/2019AaaAA+---250,358.02253,388.243,030.239,026.73259,384.75262,414.98UNITED STATES TREASURY912828WY2US GOV2.25007/31/202107/31/2021N---218,470.32220,000.00102.386701/10/201901/15/2019AaaAA+---219,288.28220,947.341,659.075,962.46225,250.74226,909.81UNITED STATES TREASURY912828D72US GOV2.00008/31/202108/31/2021N---246,748.05250,000.00102.253902/13/201902/15/2019AaaAA+---248,376.13249,639.721,263.597,258.62255,634.75256,898.34UNITED STATES TREASURY912828W55US GOV1.87502/28/202202/28/2022N---98,101.56100,000.00102.957002/13/201902/15/2019AaaAA+---98,890.4499,364.29473.854,066.56102,957.00103,430.85UNITED STATES TREASURY912828XG0US GOV2.12506/30/202206/30/2022N---148,089.85150,000.00104.070302/13/201902/15/2019AaaAA+---148,804.65150,144.451,339.807,300.80156,105.45157,445.25UNITED STATES TREASURY912828SF8US GOV2.00002/15/202202/15/2022N---314,778.52315,000.00103.113305/29/201905/31/2019AaaAA+---314,861.67316,713.591,851.929,945.23324,806.90326,658.82UNITED STATES TREASURY912828V72US GOV1.87501/31/202201/31/2022N---313,621.88315,000.00102.820305/29/201905/31/2019AaaAA+---314,133.86316,113.431,979.579,750.08323,883.95325,863.51UNITED STATES TREASURY912828L57US GOV1.75009/30/202209/30/2022N---374,765.63375,000.00103.660206/26/201906/27/2019AaaAA+---374,833.69375,945.371,111.6813,892.06388,725.75389,837.43UNITED STATES TREASURY912828J76US GOV1.75003/31/202203/31/2022N---179,374.22180,000.00102.878907/09/201907/11/2019AaaAA+---179,576.90180,110.50533.615,605.12185,182.02185,715.63UNITED STATES TREASURY912828L24US GOV1.87508/31/202208/31/2022N---100,953.13100,000.00103.843808/08/201908/09/2019AaaAA+---100,704.56101,178.40473.853,139.24103,843.80104,317.65UNITED STATES TREASURY912828N30US GOV2.12512/31/202212/31/2022N---81,368.7580,000.00104.996109/10/201909/12/2019AaaAA+---81,076.9381,791.49714.562,919.9583,996.8884,711.44UNITED STATES TREASURY912828L24US GOV1.87508/31/202208/31/2022N---125,668.95125,000.00103.843809/17/201909/18/2019AaaAA+---125,512.72126,105.03592.314,292.03129,804.75130,397.06UNITED STATES TREASURY9128287C8US GOV1.75007/15/202207/15/2022N---370,925.00370,000.00103.332010/29/201910/30/2019AaaAA+---370,730.04373,184.852,454.8111,598.36382,328.40384,783.21Holdings Report Trade DateSan Jacinto, City of (66779)As of 05/31/2020Return to Table of ContentsDated: 06/04/202023.A.4.aPacket Pg. 74Attachment: 2019-20 May Treasurers Report (Treasurer’s Report at May 31, 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 TREASURY912828Y87US GOV1.75007/31/202407/31/2024N---351,162.11350,000.00106.171912/06/201912/10/2019AaaAA+---351,049.13353,102.022,052.8820,552.52371,601.65373,654.53UNITED STATES TREASURY9128286Z8US GOV1.75006/30/202406/30/2024N---351,121.09350,000.00106.078112/06/201912/10/2019AaaAA+---351,008.70353,583.222,574.5220,264.65371,273.35373,847.87UNITED STATES TREASURY912828YE4US GOV1.25008/31/202408/31/2024N---294,257.81300,000.00104.175812/06/201912/10/2019AaaAA+---294,817.79295,765.48947.6917,709.61312,527.40313,475.09UNITED STATES TREASURY912828V80US GOV2.25001/31/202401/31/2024N---341,948.63335,000.00107.386712/12/201912/17/2019AaaAA+---341,203.50343,729.812,526.3018,541.94359,745.45362,271.75UNITED STATES TREASURY9128282D1US GOV1.37508/31/202308/31/2023N---331,034.96335,000.00103.785212/12/201912/17/2019AaaAA+---331,512.48332,676.561,164.0816,167.94347,680.42348,844.50UNITED STATES TREASURY912828W71US GOV2.12503/31/202403/31/2024N---340,404.49335,000.00107.195312/12/201912/17/2019AaaAA+---339,850.85341,056.761,205.9119,253.41359,104.26360,310.16UNITED STATES TREASURY912828YE4US GOV1.25008/31/202408/31/2024N---376,012.50370,000.00104.175803/02/202003/04/2020AaaAA+---375,694.29376,863.111,168.829,756.17385,450.46386,619.28UNITED STATES TREASURY912828YY0US GOV1.75012/31/202412/31/2024N---166,500.00160,000.00106.652303/02/202003/04/2020AaaAA+---166,177.58167,354.501,176.924,466.10170,643.68171,820.60------------12/24/202212/31/2022------10,898,975.2310,853,504.61---------AaaAA+---10,906,000.4110,959,448.2253,447.81345,661.8511,251,662.2611,305,110.07Holdings Report Trade DateSan Jacinto, City of (66779)As of 05/31/2020Return to Table of ContentsDated: 06/04/202033.A.4.aPacket Pg. 75Attachment: 2019-20 May Treasurers Report (Treasurer’s Report at May 31, 2020)
Identifier,DescriptionFinal MaturityEnding Current UnitsEarned InterestIncomeRealized Gain,Realized LossAccretion IncomeAmortization ExpenseMisc IncomeNet Earned IncomeInterest PaymentReceived,Ending Interest Due3130AJHU6FEDERAL HOME LOAN BANKS04/14/2025225,000.0093.750.000.0018.670.000.00112.420.000.003137EAEP0FREDDIE MAC02/12/2025300,000.00375.000.000.003.790.000.00378.790.000.00912828YY0UNITED STATES TREASURY12/31/2024160,000.00238.460.000.000.00-112.300.00126.160.000.00912828YE4UNITED STATES TREASURY08/31/2024300,000.00315.900.000.0099.200.000.00415.090.000.00912828YE4UNITED STATES TREASURY08/31/2024370,000.00389.610.000.000.00-110.840.00278.770.000.00912828Y87UNITED STATES TREASURY07/31/2024350,000.00521.630.000.000.00-20.690.00500.950.000.009128286Z8UNITED STATES TREASURY06/30/2024350,000.00521.630.000.000.00-20.290.00501.340.000.00912828W71UNITED STATES TREASURY03/31/2024335,000.00602.950.000.000.00-103.910.00499.040.000.00912828V80UNITED STATES TREASURY01/31/2024335,000.00641.930.000.000.00-139.480.00502.450.000.00US3137BWWD24FHMS K-725 A201/25/2024280,000.00700.470.000.000.00-191.750.00508.72700.470.00912828T91UNITED STATES TREASURY10/31/20230.0088.7616,503.260.004.790.000.0016,596.800.000.009128282D1UNITED STATES TREASURY08/31/2023335,000.00388.030.000.0088.010.000.00476.040.000.003137B4WB8FHMS K-033 A207/25/2023250,000.00637.500.000.000.00-211.320.00426.18637.500.00931142EK5WALMART INC06/26/2023225,000.00637.500.000.000.00-508.610.00128.890.000.003137EAER6FEDERAL HOME LOAN MORTGAGE CORP05/05/2023335,000.0083.750.000.003.220.000.0086.970.000.00594918AT1MICROSOFT CORP05/01/2023235,000.00465.110.000.000.00-349.120.00115.992,790.630.003137EAEQ8FREDDIE MAC04/20/2023335,000.00104.690.000.0023.510.000.00128.200.000.003130AJ7E3FEDERAL HOME LOAN BANKS02/17/2023300,000.00343.750.000.0015.420.000.00359.170.000.00037833DE7APPLE INC01/13/2023300,000.00600.000.000.000.00-118.160.00481.840.000.00912828N30UNITED STATES TREASURY12/31/202280,000.00144.780.000.000.00-34.740.00110.040.000.00912828L57UNITED STATES TREASURY09/30/2022375,000.00555.840.000.005.930.000.00561.770.000.003137AXHP1FHMS K-024 A209/25/2022320,000.00686.130.000.00-5.890.000.00680.24686.130.00912828L24UNITED STATES TREASURY08/31/2022100,000.00157.950.000.000.00-25.960.00131.990.000.00912828L24UNITED STATES TREASURY08/31/2022125,000.00197.440.000.000.00-18.860.00178.570.000.0030231GBB7EXXON MOBIL CORP08/16/202275,000.00118.880.000.000.000.000.00118.880.000.009128287C8UNITED STATES TREASURY07/15/2022370,000.00551.440.000.000.00-28.750.00522.690.000.00912828XG0UNITED STATES TREASURY06/30/2022150,000.00271.460.000.0047.490.000.00318.960.000.003133ELWD2FEDERAL FARM CREDIT BANKS FUNDING CORP04/08/2022335,000.00104.690.000.0020.930.000.00125.610.000.00912828J76UNITED STATES TREASURY03/31/2022180,000.00266.800.000.0019.280.000.00286.080.000.00912828W55UNITED STATES TREASURY02/28/2022100,000.00157.950.000.0052.350.000.00210.300.000.00Income Detail Report Trade DateSan Jacinto, City of (66779)05/01/2020 - 05/31/2020Return to Table of ContentsDated: 06/04/202043.A.4.aPacket Pg. 76Attachment: 2019-20 May Treasurers Report (Treasurer’s Report at May 31, 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 Due912828SF8UNITED STATES TREASURY02/15/2022315,000.00536.540.000.006.780.000.00543.320.000.00912828V72UNITED STATES TREASURY01/31/2022315,000.00503.000.000.0043.500.000.00546.510.000.003135G0U92FEDERAL NATIONAL MORTGAGE ASSOCIATION01/11/2022130,000.00284.380.000.002.640.000.00287.010.000.009128285R7UNITED STATES TREASURY12/15/2021250,000.00555.840.000.000.00-19.230.00536.610.000.00912828F21UNITED STATES TREASURY09/30/2021435,000.00782.940.000.00198.920.000.00981.860.000.00912828D72UNITED STATES TREASURY08/31/2021250,000.00421.200.000.00108.020.000.00529.220.000.00912828WY2UNITED STATES TREASURY07/31/2021220,000.00421.570.000.0051.200.000.00472.760.000.00912828Y20UNITED STATES TREASURY07/15/2021440,000.00983.650.000.0097.270.000.001,080.930.000.009128284P2UNITED STATES TREASURY05/15/2021205,000.00455.570.000.0024.160.000.00479.732,690.630.003137EAEL9FEDERAL HOME LOAN MORTGAGE CORP02/16/2021525,000.001,039.060.000.0097.590.000.001,136.650.000.0031846V203FIRST AMER:GVT OBLG Y05/31/2020238,504.611.190.000.000.000.000.001.190.661.19------12/31/202210,853,504.6116,948.7116,503.260.001,026.77-2,014.020.0032,464.727,506.021.19Income Detail Report Trade DateSan Jacinto, City of (66779)05/01/2020 - 05/31/2020Return to Table of ContentsDated: 06/04/202053.A.4.aPacket Pg. 77Attachment: 2019-20 May Treasurers Report (Treasurer’s Report at May 31, 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 Funds04/30/2020---0.000.000.6631846V203FIRST AMER:GVT OBLG Y-243,531.62Sell05/01/20201.000-243,531.620.00243,531.623137AXHP1FHMS K-024 A20.00Coupon05/01/2020---0.000.00686.13594918AT1MICROSOFT CORP0.00Coupon05/01/2020---0.000.002,790.633137B4WB8FHMS K-033 A20.00Coupon05/01/2020---0.000.00637.50US3137BWWD24FHMS K-725 A20.00Coupon05/01/2020---0.000.00700.47931142EK5WALMART INC225,000.00Buy05/01/2020108.296243,666.000.00-246,322.2531846V203FIRST AMER:GVT OBLG Y0.66Buy05/04/20201.0000.660.00-0.6631846V203FIRST AMER:GVT OBLG Y-218,195.31Sell05/07/20201.000-218,195.310.00218,195.3131846V203FIRST AMER:GVT OBLG Y233,894.05Buy05/07/20201.000233,894.050.00-233,894.05912828T91UNITED STATES TREASURY-335,000.00Sell05/07/2020104.613-350,454.4916,503.26350,558.043137EAER6FEDERAL HOME LOAN MORTGAGE CORP335,000.00Buy05/07/202099.958334,859.300.00-334,859.3031846V203FIRST AMER:GVT OBLG Y2,690.63Buy05/15/20201.0002,690.630.00-2,690.639128284P2UNITED STATES TREASURY0.00Coupon05/15/2020---0.000.002,690.63CCYUSDUS DOLLAR0.00Cash Transfer05/26/2020---0.000.00-104.1731846V203FIRST AMER:GVT OBLG Y1,233.80Buy05/26/20201.0001,233.800.00-1,233.8031846V203FIRST AMER:GVT OBLG Y686.13Buy05/26/20201.000686.130.00-686.1331846V203FIRST AMER:GVT OBLG Y0.00Money Market Funds05/31/2020---0.000.001.19------1,778.34---------4,849.1516,503.261.19Transactions Realized Gain Loss ReportSan Jacinto, City of (66779)05/01/2020 - 05/31/2020Return to Table of ContentsDated: 06/04/202063.A.4.aPacket Pg. 78Attachment: 2019-20 May Treasurers Report (Treasurer’s Report at May 31, 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.300,000.00FixedY1.5981.9110.36912/13/202201/13/20232,760.00303,610.01306,370.01315,383.35318,143.352.803%037833DE7CORPAPPLE INCApple Inc.300,000.00FixedY1.5981.9110.36912/13/202201/13/20232,760.00303,610.01306,370.01315,383.35318,143.352.803%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 Corporation75,000.00FixedN2.1631.9020.48008/16/202208/16/2022416.0675,000.0075,416.0677,345.0277,761.080.687%30231GBB7CORPEXXON MOBIL CORPExxon Mobil Corporation75,000.00FixedN2.1631.9020.48008/16/202208/16/2022416.0675,000.0075,416.0677,345.0277,761.080.687%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 System335,000.00FixedN1.8500.4490.24404/08/202204/08/2022184.95334,540.65334,725.60335,810.27335,995.222.985%Issuer Concentration with Yield GASB 40 Trade DateSan Jacinto, City of (66779)As of 05/31/2020Return to Table of ContentsDated: 06/04/202073.A.4.aPacket Pg. 79Attachment: 2019-20 May Treasurers Report (Treasurer’s Report at May 31, 2020)
Federal Home Loan BanksFederal National Mortgage AssociationFreddie MacMicrosoft CorporationIdentifierSecurity 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 System335,000.00FixedN1.8500.4490.24404/08/202204/08/2022184.95334,540.65334,725.60335,810.27335,995.222.985%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 Banks300,000.00FixedN2.6641.4380.26702/17/202302/17/20231,145.83299,498.24300,644.08308,994.61310,140.452.746%3130AJHU6AGCY BONDFEDERAL HOME LOAN BANKSFederal Home Loan Banks225,000.00FixedN4.8080.6010.48604/14/202504/14/2025140.63223,911.70224,052.32225,147.98225,288.612.001%---AGCY BONDFEDERAL HOME LOAN BANKSFederal Home Loan Banks525,000.00FixedN3.5661.0810.35901/14/202401/14/20241,286.46523,409.94524,696.40534,142.60535,429.064.747%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 Association130,000.00FixedN1.5782.6500.20601/11/202201/11/20221,327.08129,948.87131,275.95135,071.93136,399.021.200%3135G0U92AGCY BONDFEDERAL NATIONAL MORTGAGEASSOCIATIONFederal National Mortgage Association130,000.00FixedN1.5782.6500.20601/11/202201/11/20221,327.08129,948.87131,275.95135,071.93136,399.021.200%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 Mac320,000.00FixedY2.1562.5630.76908/19/202209/25/2022686.13319,613.45320,299.58332,180.99332,867.132.952%3137B4WB8FHLMCFHMS K-033 A2Freddie Mac250,000.00VariableY2.8901.9900.75906/09/202307/25/2023637.50257,394.51258,032.01266,719.28267,356.782.370%US3137BWWD24FHLMCFHMS K-725 A2Freddie Mac280,000.00VariableY3.3802.1240.99012/24/202301/25/2024700.47287,969.07288,669.53299,210.10299,910.572.659%3137EAEL9AGCY BONDFEDERAL HOME LOAN MORTGAGECORPFreddie Mac525,000.00FixedN0.7072.5990.20702/16/202102/16/20213,636.72524,180.37527,817.09533,113.18536,749.904.738%3137EAEP0AGCY BONDFREDDIE MACFreddie Mac300,000.00FixedN4.5321.5160.51702/12/202502/12/20251,337.50299,782.21301,119.71313,688.94315,026.442.788%3137EAEQ8AGCY BONDFREDDIE MACFreddie Mac335,000.00FixedN2.8740.4590.28704/20/202304/20/2023143.07334,194.35334,337.43335,850.39335,993.462.985%3137EAER6AGCY BONDFEDERAL HOME LOAN MORTGAGECORPFreddie Mac335,000.00FixedN2.9150.3890.32005/05/202305/05/202383.75334,862.52334,946.27335,537.36335,621.112.982%---------Freddie Mac2,345,000.00------2.5811.7160.50901/25/202302/09/20237,225.142,357,996.482,365,221.632,416,300.232,423,525.3721.475%Issuer Concentration with Yield GASB 40 Trade DateSan Jacinto, City of (66779)As of 05/31/2020Return to Table of ContentsDated: 06/04/202083.A.4.aPacket Pg. 80Attachment: 2019-20 May Treasurers Report (Treasurer’s Report at May 31, 2020)
U.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 Corporation235,000.00FixedY1.7090.5830.37802/01/202305/01/2023465.10246,123.86246,588.97247,463.52247,928.622.199%594918AT1CORPMICROSOFT CORPMicrosoft Corporation235,000.00FixedY1.7090.5830.37802/01/202305/01/2023465.10246,123.86246,588.97247,463.52247,928.622.199%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. Bancorp238,504.61FixedN0.0000.0100.01005/31/202005/31/20200.00238,504.61238,504.61238,504.61238,504.612.120%31846V203MMFUNDFIRST AMER:GVT OBLG YU.S. Bancorp238,504.61FixedN0.0000.0100.01005/31/202005/31/20200.00238,504.61238,504.61238,504.61238,504.612.120%IdentifierSecurity TypeDescription,Issuer ConcentrationEnding Current UnitsCoupon TypeCallableDurationBookYieldYieldEndingEffectiveMaturity,Final MaturityEnding AccruedBalanceEnding Book Value,Book Value + AccruedMarket Value,Ending Market Value +Accrued% of MarketValue9128284P2US GOVUNITED STATES TREASURYUnited States205,000.00FixedN0.9542.7690.22905/15/202105/15/2021248.59204,724.09204,972.68209,716.64209,965.231.864%912828Y20US GOVUNITED STATES TREASURYUnited States440,000.00FixedN1.1092.8960.22007/15/202107/15/20214,378.85438,694.83443,073.68451,927.96456,306.814.017%912828F21US GOVUNITED STATES TREASURYUnited States435,000.00FixedN1.3222.6870.19609/30/202109/30/20211,565.88431,827.46433,393.34446,214.73447,780.623.966%9128285R7US GOVUNITED STATES TREASURYUnited States250,000.00FixedN1.5082.5290.19312/15/202112/15/20213,030.23250,358.02253,388.24259,384.75262,414.982.305%912828WY2US GOVUNITED STATES TREASURYUnited States220,000.00FixedN1.1562.5340.21207/31/202107/31/20211,659.07219,288.28220,947.34225,250.74226,909.812.002%912828D72US GOVUNITED STATES TREASURYUnited States250,000.00FixedN1.2402.5330.20108/31/202108/31/20211,263.59248,376.13249,639.72255,634.75256,898.342.272%912828W55US GOVUNITED STATES TREASURYUnited States100,000.00FixedN1.7272.5280.18702/28/202202/28/2022473.8598,890.4499,364.29102,957.00103,430.850.915%912828XG0US GOVUNITED STATES TREASURYUnited States150,000.00FixedN2.0362.5210.17106/30/202206/30/20221,339.80148,804.65150,144.45156,105.45157,445.251.387%912828SF8US GOVUNITED STATES TREASURYUnited States315,000.00FixedN1.6842.0260.18002/15/202202/15/20221,851.92314,861.67316,713.59324,806.90326,658.822.887%912828V72US GOVUNITED STATES TREASURYUnited States315,000.00FixedN1.6442.0440.18601/31/202201/31/20221,979.57314,133.86316,113.43323,883.95325,863.512.879%912828L57US GOVUNITED STATES TREASURYUnited States375,000.00FixedN2.2951.7700.18109/30/202209/30/20221,111.68374,833.69375,945.37388,725.75389,837.433.455%912828J76US GOVUNITED STATES TREASURYUnited States180,000.00FixedN1.8121.8810.18103/31/202203/31/2022533.61179,576.90180,110.50185,182.02185,715.631.646%912828L24US GOVUNITED STATES TREASURYUnited States100,000.00FixedN2.2091.5550.16708/31/202208/31/2022473.85100,704.56101,178.40103,843.80104,317.650.923%912828N30US GOVUNITED STATES TREASURYUnited States80,000.00FixedN2.5101.5900.18912/31/202212/31/2022714.5681,076.9381,791.4983,996.8884,711.440.747%912828L24US GOVUNITED STATES TREASURYUnited States125,000.00FixedN2.2091.6880.16708/31/202208/31/2022592.31125,512.72126,105.03129,804.75130,397.061.154%9128287C8US GOVUNITED STATES TREASURYUnited States370,000.00FixedN2.0851.6550.18107/15/202207/15/20222,454.81370,730.04373,184.85382,328.40384,783.213.398%912828Y87US GOVUNITED STATES TREASURYUnited States350,000.00FixedN4.0211.6750.26207/31/202407/31/20242,052.88351,049.13353,102.02371,601.65373,654.533.303%9128286Z8US GOVUNITED STATES TREASURYUnited States350,000.00FixedN3.9361.6770.25406/30/202406/30/20242,574.52351,008.70353,583.22371,273.35373,847.873.300%Issuer Concentration with Yield GASB 40 Trade DateSan Jacinto, City of (66779)As of 05/31/2020Return to Table of ContentsDated: 06/04/202093.A.4.aPacket Pg. 81Attachment: 2019-20 May Treasurers Report (Treasurer’s Report at May 31, 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 MarketValue912828YE4US GOVUNITED STATES TREASURYUnited States300,000.00FixedN4.1431.6730.26308/31/202408/31/2024947.69294,817.79295,765.48312,527.40313,475.092.778%912828V80US GOVUNITED STATES TREASURYUnited States335,000.00FixedN3.5241.7260.22901/31/202401/31/20242,526.30341,203.50343,729.81359,745.45362,271.753.197%9128282D1US GOVUNITED STATES TREASURYUnited States335,000.00FixedN3.1831.7060.20808/31/202308/31/20231,164.08331,512.48332,676.56347,680.42348,844.503.090%912828W71US GOVUNITED STATES TREASURYUnited States335,000.00FixedN3.6961.7330.24103/31/202403/31/20241,205.91339,850.85341,056.76359,104.26360,310.163.192%912828YE4US GOVUNITED STATES TREASURYUnited States370,000.00FixedN4.1430.8800.26308/31/202408/31/20241,168.82375,694.29376,863.11385,450.46386,619.283.426%912828YY0US GOVUNITED STATES TREASURYUnited States160,000.00FixedN4.3990.8880.28912/31/202412/31/20241,176.92166,177.58167,354.50170,643.68171,820.601.517%---US GOVUNITED STATES TREASURYUnited States6,445,000.00FixedN2.5171.9720.21512/30/202212/30/202236,489.276,453,708.596,490,197.866,707,791.136,744,280.3959.616%IdentifierSecurity TypeDescription,Issuer ConcentrationEnding Current UnitsCoupon TypeCallableDurationBookYieldYieldEndingEffectiveMaturity,Final MaturityEnding AccruedBalanceEnding Book Value,Book Value + AccruedMarket Value,Ending Market Value +Accrued% of MarketValue931142EK5CORPWALMART INCWalmart Inc.225,000.00FixedY1.8950.6650.57205/26/202306/26/20233,293.75243,157.39246,451.14243,849.61247,143.362.167%931142EK5CORPWALMART INCWalmart Inc.225,000.00FixedY1.8950.6650.57205/26/202306/26/20233,293.75243,157.39246,451.14243,849.61247,143.362.167%IdentifierSecurity TypeDescription,Issuer ConcentrationEnding Current UnitsCoupon TypeCallableDurationBookYieldYieldEndingEffectiveMaturity,Final MaturityEnding AccruedBalanceEnding Book Value,Book Value + AccruedMarket Value,Ending Market Value +Accrued% of MarketValue------------10,853,504.61------2.4361.7300.29912/24/202212/31/202253,447.8110,906,000.4110,959,448.2211,251,662.2611,305,110.07100.000%Issuer Concentration with Yield GASB 40 Trade DateSan Jacinto, City of (66779)As of 05/31/2020Return to Table of ContentsDated: 06/04/2020103.A.4.aPacket Pg. 82Attachment: 2019-20 May Treasurers Report (Treasurer’s Report at May 31, 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 +Accrued3137EAEL9FEDERAL HOME LOAN MORTGAGE CORPAGCY BOND4.748%FixedN0.707AA+Aaa525,000.0002/16/202102/16/20212.5990.2073,636.72521,808.00524,180.37527,817.09533,113.18536,749.903135G0U92FEDERAL NATIONAL MORTGAGEASSOCIATIONAGCY BOND1.207%FixedN1.578AA+Aaa130,000.0001/11/202201/11/20222.6500.2061,327.08129,906.40129,948.87131,275.95135,071.93136,399.023133ELWD2FEDERAL FARM CREDIT BANKS FUNDINGCORPAGCY BOND2.972%FixedN1.850AA+Aaa335,000.0004/08/202204/08/20220.4490.244184.95334,504.20334,540.65334,725.60335,810.27335,995.223130AJ7E3FEDERAL HOME LOAN BANKSAGCY BOND2.743%FixedN2.664AA+Aaa300,000.0002/17/202302/17/20231.4380.2671,145.83299,448.00299,498.24300,644.08308,994.61310,140.453137EAEQ8FREDDIE MACAGCY BOND2.972%FixedN2.874AA+Aaa335,000.0004/20/202304/20/20230.4590.287143.07334,162.50334,194.35334,337.43335,850.39335,993.463137EAER6FEDERAL HOME LOAN MORTGAGE CORPAGCY BOND2.969%FixedN2.915AA+Aaa335,000.0005/05/202305/05/20230.3890.32083.75334,859.30334,862.52334,946.27335,537.36335,621.113137EAEP0FREDDIE MACAGCY BOND2.787%FixedN4.532AA+Aaa300,000.0002/12/202502/12/20251.5160.5171,337.50299,769.00299,782.21301,119.71313,688.94315,026.443130AJHU6FEDERAL HOME LOAN BANKSAGCY BOND1.993%FixedN4.808AA+Aaa225,000.0004/14/202504/14/20250.6010.486140.63223,884.00223,911.70224,052.32225,147.98225,288.61Security Type GASB 40 Trade DateSan Jacinto, City of (66779)As of 05/31/2020Return to Table of ContentsDated: 06/04/2020113.A.4.aPacket Pg. 83Attachment: 2019-20 May Treasurers Report (Treasurer’s Report at May 31, 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 BOND22.390%FixedN2.567AA+Aaa2,485,000.0001/08/202301/08/20231.2770.3087,999.532,478,341.402,480,918.922,488,918.452,523,214.662,531,214.20Identifier,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%FixedN2.163AAAa175,000.0008/16/202208/16/20221.9020.480416.0675,000.0075,000.0075,416.0677,345.0277,761.08037833DE7APPLE INCCORP2.814%FixedY1.598AA+Aa1300,000.0012/13/202201/13/20231.9110.3692,760.00304,260.00303,610.01306,370.01315,383.35318,143.35594918AT1MICROSOFT CORPCORP2.193%FixedY1.709AAAAaa235,000.0002/01/202305/01/20230.5830.378465.10246,484.45246,123.86246,588.97247,463.52247,928.62931142EK5WALMART INCCORP2.186%FixedY1.895AAAa2225,000.0005/26/202306/26/20230.6650.5723,293.75243,666.00243,157.39246,451.14243,849.61247,143.36------CORP7.881%Fixed---1.761AA+Aa1835,000.0001/31/202303/16/20231.1850.4386,934.92869,410.45867,891.26874,826.17884,041.49890,976.41Identifier,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 A2FHLMC2.365%VariableY2.890AA+Aaa250,000.0006/09/202307/25/20231.9900.759637.50258,544.92257,394.51258,032.01266,719.28267,356.78US3137BWWD24FHMS K-725 A2FHLMC2.653%VariableY3.380AAAAaa280,000.0012/24/202301/25/20242.1240.990700.47289,012.50287,969.07288,669.53299,210.10299,910.57------FHLMC5.018%VariableY3.149AAAAaa530,000.0009/22/202310/30/20232.0610.8811,337.97547,557.42545,363.58546,701.55565,929.38567,267.34Identifier,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 CMO2.944%FixedY2.156AA+Aaa320,000.0008/19/202209/25/20222.5630.769686.13319,687.50319,613.45320,299.58332,180.99332,867.133137AXHP1FHMS K-024 A2FHLMC CMO2.944%FixedY2.156AA+Aaa320,000.0008/19/202209/25/20222.5630.769686.13319,687.50319,613.45320,299.58332,180.99332,867.13Security Type GASB 40 Trade DateSan Jacinto, City of (66779)As of 05/31/2020Return to Table of ContentsDated: 06/04/2020123.A.4.aPacket Pg. 84Attachment: 2019-20 May Treasurers Report (Treasurer’s Report at May 31, 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 YMMFUND2.110%FixedN0.000AAAmAaa238,504.6105/31/202005/31/20200.0100.0100.00238,504.61238,504.61238,504.61238,504.61238,504.6131846V203FIRST AMER:GVT OBLG YMMFUND2.110%FixedN0.000AAAmAaa238,504.6105/31/202005/31/20200.0100.0100.00238,504.61238,504.61238,504.61238,504.61238,504.61Identifier,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 GOV1.857%FixedN0.954AA+Aaa205,000.0005/15/202105/15/20212.7690.229248.59204,207.23204,724.09204,972.68209,716.64209,965.23912828Y20UNITED STATES TREASURYUS GOV4.036%FixedN1.109AA+Aaa440,000.0007/15/202107/15/20212.8960.2204,378.85436,803.13438,694.83443,073.68451,927.96456,306.81912828WY2UNITED STATES TREASURYUS GOV2.007%FixedN1.156AA+Aaa220,000.0007/31/202107/31/20212.5340.2121,659.07218,470.32219,288.28220,947.34225,250.74226,909.81912828D72UNITED STATES TREASURYUS GOV2.272%FixedN1.240AA+Aaa250,000.0008/31/202108/31/20212.5330.2011,263.59246,748.05248,376.13249,639.72255,634.75256,898.34912828F21UNITED STATES TREASURYUS GOV3.961%FixedN1.322AA+Aaa435,000.0009/30/202109/30/20212.6870.1961,565.88428,491.99431,827.46433,393.34446,214.73447,780.629128285R7UNITED STATES TREASURYUS GOV2.321%FixedN1.508AA+Aaa250,000.0012/15/202112/15/20212.5290.1933,030.23250,664.06250,358.02253,388.24259,384.75262,414.98912828V72UNITED STATES TREASURYUS GOV2.882%FixedN1.644AA+Aaa315,000.0001/31/202201/31/20222.0440.1861,979.57313,621.88314,133.86316,113.43323,883.95325,863.51912828SF8UNITED STATES TREASURYUS GOV2.889%FixedN1.684AA+Aaa315,000.0002/15/202202/15/20222.0260.1801,851.92314,778.52314,861.67316,713.59324,806.90326,658.82912828W55UNITED STATES TREASURYUS GOV0.915%FixedN1.727AA+Aaa100,000.0002/28/202202/28/20222.5280.187473.8598,101.5698,890.4499,364.29102,957.00103,430.85912828J76UNITED STATES TREASURYUS GOV1.643%FixedN1.812AA+Aaa180,000.0003/31/202203/31/20221.8810.181533.61179,374.22179,576.90180,110.50185,182.02185,715.63912828XG0UNITED STATES TREASURYUS GOV1.393%FixedN2.036AA+Aaa150,000.0006/30/202206/30/20222.5210.1711,339.80148,089.85148,804.65150,144.45156,105.45157,445.259128287C8UNITED STATES TREASURYUS GOV3.404%FixedN2.085AA+Aaa370,000.0007/15/202207/15/20221.6550.1812,454.81370,925.00370,730.04373,184.85382,328.40384,783.21912828L24UNITED STATES TREASURYUS GOV0.923%FixedN2.209AA+Aaa100,000.0008/31/202208/31/20221.5550.167473.85100,953.13100,704.56101,178.40103,843.80104,317.65912828L24UNITED STATES TREASURYUS GOV1.153%FixedN2.209AA+Aaa125,000.0008/31/202208/31/20221.6880.167592.31125,668.95125,512.72126,105.03129,804.75130,397.06912828L57UNITED STATES TREASURYUS GOV3.448%FixedN2.295AA+Aaa375,000.0009/30/202209/30/20221.7700.1811,111.68374,765.63374,833.69375,945.37388,725.75389,837.43912828N30UNITED STATES TREASURYUS GOV0.749%FixedN2.510AA+Aaa80,000.0012/31/202212/31/20221.5900.189714.5681,368.7581,076.9381,791.4983,996.8884,711.44Security Type GASB 40 Trade DateSan Jacinto, City of (66779)As of 05/31/2020Return to Table of ContentsDated: 06/04/2020133.A.4.aPacket Pg. 85Attachment: 2019-20 May Treasurers Report (Treasurer’s Report at May 31, 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 +Accrued9128282D1UNITED STATES TREASURYUS GOV3.086%FixedN3.183AA+Aaa335,000.0008/31/202308/31/20231.7060.2081,164.08331,034.96331,512.48332,676.56347,680.42348,844.50912828V80UNITED STATES TREASURYUS GOV3.204%FixedN3.524AA+Aaa335,000.0001/31/202401/31/20241.7260.2292,526.30341,948.63341,203.50343,729.81359,745.45362,271.75912828W71UNITED STATES TREASURYUS GOV3.187%FixedN3.696AA+Aaa335,000.0003/31/202403/31/20241.7330.2411,205.91340,404.49339,850.85341,056.76359,104.26360,310.169128286Z8UNITED STATES TREASURYUS GOV3.307%FixedN3.936AA+Aaa350,000.0006/30/202406/30/20241.6770.2542,574.52351,121.09351,008.70353,583.22371,273.35373,847.87912828Y87UNITED STATES TREASURYUS GOV3.305%FixedN4.021AA+Aaa350,000.0007/31/202407/31/20241.6750.2622,052.88351,162.11351,049.13353,102.02371,601.65373,654.53912828YE4UNITED STATES TREASURYUS GOV2.773%FixedN4.143AA+Aaa300,000.0008/31/202408/31/20241.6730.263947.69294,257.81294,817.79295,765.48312,527.40313,475.09912828YE4UNITED STATES TREASURYUS GOV3.420%FixedN4.143AA+Aaa370,000.0008/31/202408/31/20240.8800.2631,168.82376,012.50375,694.29376,863.11385,450.46386,619.28912828YY0UNITED STATES TREASURYUS GOV1.520%FixedN4.399AA+Aaa160,000.0012/31/202412/31/20240.8880.2891,176.92166,500.00166,177.58167,354.50170,643.68171,820.60---UNITED STATES TREASURYUS GOV59.657%FixedN2.517AA+Aaa6,445,000.0012/30/202212/30/20221.9720.21536,489.276,445,473.856,453,708.596,490,197.866,707,791.136,744,280.39Identifier,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 +Accrued---------100.000%------2.436AA+Aaa10,853,504.6112/24/202212/31/20221.7300.29953,447.8110,898,975.2310,906,000.4110,959,448.2211,251,662.2611,305,110.07Security Type GASB 40 Trade DateSan Jacinto, City of (66779)As of 05/31/2020Return to Table of ContentsDated: 06/04/2020143.A.4.aPacket Pg. 86Attachment: 2019-20 May Treasurers Report (Treasurer’s Report at May 31, 2020)
Identifier,Description,Security TypeInterest/DividendReceivedTransfers In/OutPurchasesPurchasedAccruedIncomeSalesDisposed AccruedMaturities andRedemptionsPaydownsNet RealizedGain/LossBeginning OriginalCost,Ending Original CostBeginning MarketValue,Ending Market Value31846V203FIRST AMER:GVT OBLG YMMFUND0.660.00238,505.270.00-461,726.930.000.000.000.00461,726.27238,504.61461,726.27238,504.61CCYUSDCashCASH0.00-104.170.000.000.000.000.000.000.000.000.000.000.00CCYUSDPayableCASH0.000.000.000.000.000.000.000.000.00-246,322.250.00-246,322.250.00CCYUSDReceivableCASH0.000.000.000.000.000.000.000.000.000.661.190.661.193137EAEL9FEDERAL HOME LOAN MORTGAGECORPAGCY BOND0.000.000.000.000.000.000.000.000.00521,808.00521,808.00534,093.10533,113.189128284P2UNITED STATES TREASURYUS GOV2,690.630.000.000.000.000.000.000.000.00204,207.23204,207.23210,253.13209,716.64912828Y20UNITED STATES TREASURYUS GOV0.000.000.000.000.000.000.000.000.00436,803.13436,803.13452,993.64451,927.96912828F21UNITED STATES TREASURYUS GOV0.000.000.000.000.000.000.000.000.00428,491.99428,491.99447,030.36446,214.733135G0U92FEDERAL NATIONAL MORTGAGEASSOCIATIONAGCY BOND0.000.000.000.000.000.000.000.000.00129,906.40129,906.40135,179.32135,071.939128285R7UNITED STATES TREASURYUS GOV0.000.000.000.000.000.000.000.000.00250,664.06250,664.06259,843.75259,384.75912828WY2UNITED STATES TREASURYUS GOV0.000.000.000.000.000.000.000.000.00218,470.32218,470.32225,671.82225,250.74912828D72UNITED STATES TREASURYUS GOV0.000.000.000.000.000.000.000.000.00246,748.05246,748.05256,132.75255,634.75912828W55UNITED STATES TREASURYUS GOV0.000.000.000.000.000.000.000.000.0098,101.5698,101.56103,050.80102,957.00912828XG0UNITED STATES TREASURYUS GOV0.000.000.000.000.000.000.000.000.00148,089.85148,089.85156,222.60156,105.453137AXHP1FHMS K-024 A2FHLMC CMO686.130.000.000.000.000.000.000.000.00319,687.50319,687.50331,624.83332,180.99912828SF8UNITED STATES TREASURYUS GOV0.000.000.000.000.000.000.000.000.00314,778.52314,778.52325,151.51324,806.90912828V72UNITED STATES TREASURYUS GOV0.000.000.000.000.000.000.000.000.00313,621.88313,621.88324,179.41323,883.95912828L57UNITED STATES TREASURYUS GOV0.000.000.000.000.000.000.000.000.00374,765.63374,765.63388,813.50388,725.75912828J76UNITED STATES TREASURYUS GOV0.000.000.000.000.000.000.000.000.00179,374.22179,374.22185,308.56185,182.02912828L24UNITED STATES TREASURYUS GOV0.000.000.000.000.000.000.000.000.00100,953.13100,953.13103,855.50103,843.8030231GBB7EXXON MOBIL CORPCORP0.000.000.000.000.000.000.000.000.0075,000.0075,000.0076,688.6777,345.02Portfolio Activity SummarySan Jacinto, City of (66779)05/01/2020 - 05/31/2020Return to Table of ContentsDated: 06/04/2020153.A.4.aPacket Pg. 87Attachment: 2019-20 May Treasurers Report (Treasurer’s Report at May 31, 2020)
Identifier,Description,Security TypeInterest/DividendReceivedTransfers In/OutPurchasesPurchasedAccruedIncomeSalesDisposed AccruedMaturities andRedemptionsPaydownsNet RealizedGain/LossBeginning OriginalCost,Ending Original CostBeginning MarketValue,Ending Market Value912828N30UNITED STATES TREASURYUS GOV0.000.000.000.000.000.000.000.000.0081,368.7581,368.7584,018.7283,996.88912828L24UNITED STATES TREASURYUS GOV0.000.000.000.000.000.000.000.000.00125,668.95125,668.95129,819.38129,804.759128287C8UNITED STATES TREASURYUS GOV0.000.000.000.000.000.000.000.000.00370,925.00370,925.00382,545.22382,328.40912828Y87UNITED STATES TREASURYUS GOV0.000.000.000.000.000.000.000.000.00351,162.11351,162.11371,054.60371,601.659128286Z8UNITED STATES TREASURYUS GOV0.000.000.000.000.000.000.000.000.00351,121.09351,121.09370,726.65371,273.35912828YE4UNITED STATES TREASURYUS GOV0.000.000.000.000.000.000.000.000.00294,257.81294,257.81311,929.80312,527.40037833DE7APPLE INCCORP0.000.000.000.000.000.000.000.000.00304,260.00304,260.00313,509.46315,383.353137B4WB8FHMS K-033 A2FHLMC637.500.000.000.000.000.000.000.000.00258,544.92258,544.92265,640.10266,719.28912828V80UNITED STATES TREASURYUS GOV0.000.000.000.000.000.000.000.000.00341,948.63341,948.63359,418.48359,745.459128282D1UNITED STATES TREASURYUS GOV0.000.000.000.000.000.000.000.000.00331,034.96331,034.96347,313.93347,680.42US3137BWWD24FHMS K-725 A2FHLMC700.470.000.000.000.000.000.000.000.00289,012.50289,012.50299,466.89299,210.10912828W71UNITED STATES TREASURYUS GOV0.000.000.000.000.000.000.000.000.00340,404.49340,404.49358,737.77359,104.26912828T91UNITED STATES TREASURYUS GOV0.000.000.000.00-350,454.49-103.550.000.0016,503.26333,835.350.00350,690.060.003137EAEP0FREDDIE MACAGCY BOND0.000.000.000.000.000.000.000.000.00299,769.00299,769.00313,306.71313,688.943130AJ7E3FEDERAL HOME LOAN BANKSAGCY BOND0.000.000.000.000.000.000.000.000.00299,448.00299,448.00308,751.77308,994.61912828YE4UNITED STATES TREASURYUS GOV0.000.000.000.000.000.000.000.000.00376,012.50376,012.50384,713.42385,450.46912828YY0UNITED STATES TREASURYUS GOV0.000.000.000.000.000.000.000.000.00166,500.00166,500.00170,424.96170,643.683133ELWD2FEDERAL FARM CREDIT BANKSFUNDING CORPAGCY BOND0.000.000.000.000.000.000.000.000.00334,504.20334,504.20335,552.43335,810.273130AJHU6FEDERAL HOME LOAN BANKSAGCY BOND0.000.000.000.000.000.000.000.000.00223,884.00223,884.00224,176.88225,147.983137EAEQ8FREDDIE MACAGCY BOND0.000.000.000.000.000.000.000.000.00334,162.50334,162.50335,107.59335,850.39594918AT1MICROSOFT CORPCORP2,790.630.000.000.000.000.000.000.000.00246,484.45246,484.45245,907.52247,463.52Portfolio Activity SummarySan Jacinto, City of (66779)05/01/2020 - 05/31/2020Return to Table of ContentsDated: 06/04/2020163.A.4.aPacket Pg. 88Attachment: 2019-20 May Treasurers Report (Treasurer’s Report at May 31, 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 Value931142EK5WALMART INCCORP0.000.000.000.000.000.000.000.000.00243,666.00243,666.00242,927.73243,849.613137EAER6FEDERAL HOME LOAN MORTGAGECORPAGCY BOND0.000.00334,859.300.000.000.000.000.000.000.00334,859.300.00335,537.36---------7,506.02-104.17573,364.570.00-812,181.42-103.550.000.0016,503.2610,874,851.3510,898,976.4211,237,237.9911,251,663.45Portfolio Activity SummarySan Jacinto, City of (66779)05/01/2020 - 05/31/2020Return to Table of ContentsDated: 06/04/2020173.A.4.aPacket Pg. 89Attachment: 2019-20 May Treasurers Report (Treasurer’s Report at May 31, 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. 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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. 90Attachment: 2019-20 May Treasurers Report (Treasurer’s Report at May 31, 2020)
July 7, 2020
TO: City Council
REQUESTED BY: Tom Prill, Deputy City Manager
APPROVED BY: Robert A. Johnson, City Manager
SUBJECT: 2nd Reading Ordinance 20-08 Authorizing Levy of Special Taxes for CFD
2020-1
RECOMMENDATION:
Staff recommends that the City Council conduct the 2nd reading and approve Ordinance 20-08,
Authorizing the Levy of Special Taxes of Community Facilities District No. 2020-1.
AN ORDINANCE OF THE CITY COUNCIL OF THE CITY OF SAN
JACINTO ACTING IN ITS CAPACITY AS THE LEGISLATIVE BODY
OF COMMUNITY FACILITIES DISTRICT NO. 2020-1, AUTHORIZING
THE LEVY OF A SPECIAL TAX IN SUCH COMMUNITY FACILITIES
DISTRICT
DISCUSSION:
At their meeting of June 16, 2020, the City Council formed Community Facilities District No.
2020-1 (CFD No. 2020-1). Additionally, the City Council approved, with a vote of 5-0, the
introduction of Ordinance 20-08, Authorizing the Levy of Special Taxes.
Following the successful formation of CFD No. 2020-1, the annual levy provides the funding
necessary to maintain the improvements. The property included in the CFD at formation is the
Commonwealth Crossings project, consisting of five commercial parcels and one drainage basin
in Tax Zone No. 1. The initial special tax rate is $1,585.20 per acre, which will increase annually
by the change in CPI up to a maximum of 5%.
ALTERNATIVES:
Failure to approve Ordinance 20-08 would result in the inability to collect the annual special
taxes, and the maintenance and service costs would have to be paid from the City’s General
Fund.
FISCAL IMPACT:
Approval of Ordinance 20-08 would authorize the City to levy the special taxes for CFD No.
2020-1, providing dedicated funding for maintenance and administrative services for the district.
If approved, there would be not impact to the General Fund.
ATTACHMENTS:
Ordinance 20-08 Authorizing Levy of Special Tax
3.A.5
Packet Pg. 91
6-16-20 Staff Report CFD 2020-1
3.A.5
Packet Pg. 92
STATE OF CALIFORNIA ) ORDINANCE NO: 20-08
COUNTY OF RIVERSIDE )ss
CITY OF SAN JACINTO )
ORDINANCE OF THE CITY COUNCIL OF THE CITY OF SAN JACINTO
ACTING IN ITS CAPACITY AS THE LEGISLATIVE BODY OF
COMMUNITY FACILITIES DISTRICT NO. 2020-1, AUTHORIZING THE
LEVY OF A SPECIAL TAX IN SUCH COMMUNITY FACILITIES DISTRICT
A. Recital
WHEREAS, the City Council of the City of San Jacinto, California (the “City
Council”), has initiated proceedings, held a public hearing, conducted an election and
received a favorable vote from the qualified electors authorizing the levy of special taxes
in a community facilities district, all as authorized pursuant to the terms and provisions of
the “Mello-Roos Community Facilities Act of 1982,” being Chapter 2.5, Part 1. Division 2,
Title 5 of the Government Code of the State of California (the “Act”). This community
facilities district shall hereinafter be referred to as Community Facilities District No. 2020-
1 (the “District”).
B. Ordinance
NOW, THEREFORE, THE CITY COUNCIL OF THE CITY OF SAN JACINTO,
CALIFORNIA, ACTING IN ITS CAPACITY AS THE LEGISLATIVE BODY OF
COMMUNITY FACILITIES DISTRICT NO. 2020-1, DOES HEREBY ORDAIN AS
FOLLOWS:
Section 1. This City Council does, by the passage of this ordinance, authorize
the levy of special taxes on taxable properties located in the District pursuant to the
Amended Rate and Method of Apportionment as set forth in Exhibit “A” attached hereto
and incorporated herein by this reference (the “Amended Rate and Method”).
Section 2. This City Council, acting in its capacity as the legislative body of the
District, hereby further authorizes the (a) annual levy of special taxes within the District in
an amount not to exceed the maximum special tax as calculated with the annual escalator
for the then current tax year or future tax years pursuant to the Amended Rate and Method
and (b) designates the Finance Director or their designee to annually set and determine
the special tax levy in accordance with the provisions of this Ordinance .
Section 3. The special taxes herein authorized to be levied, to the extent
possible, shall be collected in the same manner as ad valorem prope rty taxes or in such
other manner as this City Council shall determine, including without limitation, direct billing
of the affected property owners, and shall be subject to the same penalties, procedure,
sale and lien priority in any case of delinquency as applicable for ad valorem taxes. Any
special taxes that may not be collected on the County tax roll shall be collected through
a direct billing procedure by the City Manager, or his designee, acting for and on behalf
of the District.
3.A.5.a
Packet Pg. 93 Attachment: Ordinance 20-08 Authorizing Levy of Special Tax (2nd Reading Ordinance 20-08 Authorizing Levy of Special Taxes for CFD 2020-1)
Section 4. The special taxes authorized to be levied shall be secured by the lien
imposed pursuant to Sections 3114.5 and 3115.5 of the Streets and Highways Code of
the State of California, which lien shall be a continuing lien to secure each levy of the
special tax, shall attach to all non-exempt real property in the District and shall continue
in force and effect until the lien is canceled in accordance with law or until collection of
the tax by the legislative body ceases.
Section 5. This Ordinance shall be effective thirty (30) days after its adoption.
Within fifteen (15) days after its adoption, the City Clerk shall cause this Ordinance to be
published in a newspaper of general circulation in the City of San Jacinto.
INTRODUCED at a regular meeting of the City Council of the City of San Jacinto on the
16th day of June 2020.
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:
NAYS:
ABSENT:
ABSTAIN:
CITY OF SAN JACINTO:
________________________________
Andrew Kotyuk, Mayor
ATTEST:
______________________________
City Clerk
APPROVED AS TO FORM:
BEST BEST & KRIEGER, LLP
______________________________
Michael J. Maurer, City Attorney
3.A.5.a
Packet Pg. 94 Attachment: Ordinance 20-08 Authorizing Levy of Special Tax (2nd Reading Ordinance 20-08 Authorizing Levy of Special Taxes for CFD 2020-1)
STATE OF CALIFORNIA)
COUNTY OF RIVERSIDE) ss
CITY OF SAN JACINTO)
CERTIFICATION
I, , duly appointed City Clerk of the City of San Jacinto, do hereby certify that the
foregoing Ordinance No. 20-08 was introduced at a regular meeting of the City Council
of the City of San Jacinto on the 16th day of June, 2020. Ordinance No. 20-08 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 7 day of July, 2020.
_____________________________________
City of San Jacinto
3.A.5.a
Packet Pg. 95 Attachment: Ordinance 20-08 Authorizing Levy of Special Tax (2nd Reading Ordinance 20-08 Authorizing Levy of Special Taxes for CFD 2020-1)
EXHIBIT A
RATE AND METHOD OF APPORTIONMENT OF SPECIAL TAX
FOR THE SAN JACINTO COMMUNITY FACILITIES DISTRICT NO. 2020-1
A Special Tax shall be levied and collected in Community Facilities District No. 2020-1,
City of San Jacinto (“CFD 2020-1”) each Fiscal Year, in an amount determined by the
application of the procedures described below. All of the Taxable Property (as defined
below) in CFD 2020-1, unless exempted by the provisions hereof, shall be taxed for the
purposes, to the extent and in the manner herein provided.
I. DEFINITIONS
The terms used herein shall have the following meanings:
“Accessory Dwelling Unit” means a secondary residential unit of limited size, as
defined in California Government Code Section 65852.1 as that may be amended from
time to time, that shares a Parcel with a Unit of Single Family Detached Property.
"Acre or Acreage" means the land area of an Assessor’s Parcel as shown on an
Assessor’s Parcel Map or in the Assessor’s Data for each Assessor’s Parcel. In the event
the Assessor’s Parcel Map or Assessor’s Data shows no acreage, the Acreage for any
Assessor’s Parcel shall be determined by the CFD Administrator based upon the
applicable final map, parcel map, condominium plan, or other recorded County parcel
map or calculated using available spatial data and GIS. The square footage of an
Assessor’s Parcel is equal to the Acreage of such parcel multiplied by 43,560.
“Act” means the Mello-Roos Community Facilities Act of 1982, as amended, being
Chapter 2.5, Division 2 of Title 5 of the Government Act of the State of California.
“Administrative Expenses” means the following actual or reasonably estimated costs
directly related to the administration of CFD 2020-1: the costs of computing the Annual
Special Tax Requirement and the annual Special Tax and of preparing the annual Special
Tax collection schedules; the costs of collecting the Special Taxes, including any charges
levied by the County Auditor’s Office, Tax Collector’s Office or Treasurer’s Office; the
costs of the City or designee in complying with the disclosure requirements of the
California Government Code (including the Act), including public inquiries regarding the
Special Taxes; the costs of the City or designee related to an appeal of the Special Tax;
and the costs of commencing and pursuing to completion any foreclosure action arising
from delinquent Special Taxes in CFD 2020-1.
“Affordable Housing Property” means, in any Fiscal Year, all or a portion of any
Assessor’s Parcel within the boundaries of CFD 2020 -1 that is subject to a deed
restriction, resale restriction, or regulatory agreement recorded in favor of the City of San
Jacinto that restricts Unit rents or prices chargeable to lower income households.
3.A.5.a
Packet Pg. 96 Attachment: Ordinance 20-08 Authorizing Levy of Special Tax (2nd Reading Ordinance 20-08 Authorizing Levy of Special Taxes for CFD 2020-1)
“Affordable Multi-Family Property” means Multi-Family Property that is also Affordable
Housing Property.
“Affordable Single Family Attached Property” means Single Family Attached Property
that is also Affordable Housing Property.
“Affordable Single Family Detached Property” means Single Family Detached
Property that is also Affordable Housing Property.
“Agricultural Property” means all Assessor’s Parcels of Developed Property in CFD
2020-1 that are used for farming or agriculture according to Assessor’s Data or as
otherwise known by the CFD Administrator.
“Annual Services Costs” means the amounts required to fund services authorized to
be funded by CFD 2020-1.
“Annual Special Tax Requirement” means that amount with respect to CFD 2020-1
determined by the City Council or designee as required in any Fiscal Year to pay: (1) the
Administrative Expenses, (2) the Annual Services Costs, (3) the Contingent Special Tax
Requirement, (4) any amount required to estab lish or replenish any reserve or
replacement fund established in connection with CFD 2020-1, and (5) reasonably
anticipated delinquent Special Taxes based on the delinquency rate for Special Taxes
levied in the previous Fiscal Year.
“Assessor’s Data” means Acreage or other Parcel information contained in the records
of the County Assessor.
“Assessor’s Parcel” or “Parcel” means a lot or parcel shown in an Assessor’s Parcel
Map with an assigned Assessor’s Parcel Number.
“Assessor’s Parcel Map” means an official map of the Assessor of the County
designating parcels by Assessor’s Parcel Number.
“Assessor’s Parcel Number” means, with respect to an Assessor’s Parcel, that number
assigned to such Assessment’s Parcel by the County for purposes of identification.
"Backup Contingent Special Tax" means the Backup Contingent Special Tax
applicable to each Assessor’s Parcel of Taxable Property, as determined in accordance
with Section III below.
"Backup Special Tax" means the Backup Special Tax applicable to each Asses sor’s
Parcel of Taxable Property, as determined in accordance with Section III below.
“Boundary Map” means that map recorded with the County Recorder’s office on May
20, 2020 in Book 85 at Page 14 as Document Number 2020-0214738.
“Building Square Foot(age)” means the structure square footage as shown in the
building permit issued or as contained in the County Assessor’s Data.
3.A.5.a
Packet Pg. 97 Attachment: Ordinance 20-08 Authorizing Levy of Special Tax (2nd Reading Ordinance 20-08 Authorizing Levy of Special Taxes for CFD 2020-1)
“CFD 2020-1” means the Community Facilities District No. 2020 -1, City of San Jacinto,
County of Riverside, State of California.
“CFD Administrator” means an official of the City, or designee or agent or consultant,
responsible for administering the Special Tax in accordance with this Rate and Method
of Apportionment.
“City” means the City of San Jacinto, County of Riverside, California .
“City Council” means the City Council of the City, acting as the legislative body of CFD
2020-1.
“Commercial Property” means all Assessor’s Parcels of Developed Property for which
a building permit was issued for a commercial use, according to Assessor’s Data or as
otherwise known by the CFD Administrator.
“Contingent Services” means those services to be provided initially by a POA or a
property owner where an irrevocable offer of dedication, public easement or other
instrument allows for the dedication of improvements to the City so that the City or
contractor(s) of the City may provide such services should the POA or property owner be
unable to provide the Contingent Services to the City’s standards or pay for the costs of
such services. The actual services that are considered Contingent Service may differ
within each Tax Zone.
“Contingent Special Tax” means that amount levied in each Fiscal Year on each
Assessor’s Parcel of Taxable Property to fund the Contingent Special Tax Requirement.
“Contingent Special Tax Requirement” means that amount with respect to each Tax
Zone as required in any Fiscal Year if the POA is unable to provide the Contingent
Services to the City’s standards or pay for the costs of Contingent Services incurred or
otherwise payable.
“County” means the County of Riverside, California.
“Developed Property” means, in any Fiscal Year, all Taxable Property in CFD 2020 -1
for which a building permit for new construction was issued by the City prior to June 1 of
the preceding Fiscal Year. Agricultural Property used for farming or agriculture is
considered Developed Property even if no structure is on the Parcel.
“Exempt Property” means all property located within the boundaries of CFD 2020 -1
which is exempt from the Special Tax pursuant to S ection V below.
“Fiscal Year” means the period from July 1st of any calendar year through June 30th of
the following calendar year.
“Future Annexation Area” means the area designated for future annexation to CFD
2020-1 as shown in the CFD 2020-1 Boundary Map, as may be amended from time to
time.
3.A.5.a
Packet Pg. 98 Attachment: Ordinance 20-08 Authorizing Levy of Special Tax (2nd Reading Ordinance 20-08 Authorizing Levy of Special Taxes for CFD 2020-1)
“GIS” means a geographic information system.
“Industrial Property” means all Assessor’s Parcels of Developed Property for which a
building permit was issued for an industrial use, according to Assessor’s Data or as
otherwise known by the CFD Administrator.
“Maximum Contingent Special Tax” means the maximum Contingent Special Tax
authorized for levy in any Fiscal Year that may apply to Taxable Property as described in
Section III.
“Maximum Special Tax” means the maximum Special Tax authorized for levy in any
Fiscal Year that may apply to Taxable Property as described in Section III.
“Mixed Use Property” means all Assessor’s Parcels of Developed Property that have
more than one property classifications, allowing for both residential and other use types
on each such Assessor’s Parcel. For an Assessor’s Parcel of Mixed Use Property, the
Special Tax shall be calculated and levied for each use type present on the Assessor’s
Parcel.
“Multi-Family Property” means, in any Fiscal Year, all Parcels of Developed Property
for which a building permit or use permit has been issued for construction of a residential
structure with five or more Units that share a single Assessor’s Parcel Number, are offered
for rent to the general public, and cannot be purchased by individual homebuyers,
according to Assessor’s Data or as otherwise known by the CFD Administrator.
“Non-Residential Property” means all Assessor’s Parcels of Developed Property for
which a building permit was issued, that is not used for people to live in, and does not
include Agricultural Property, Commercial Property, Multi-Family Property, Industrial
Property or Public Property, according to Assessor’s Data or as otherwise known by the
CFD Administrator.
“Parcel” means a lot or parcel with a parcel number assigned by the Assessor of the
County.
“Property Owner’s Association” or “POA” means any property owner’s association
established to provide Contingent Services within a Tax Zone.
“Property Owners Association Property” means any property within the boundaries of
CFD 2020-1 which is (a) owned by a property owners association or (b) designated with
specific boundaries and acreage on a final subdivision map as property owner association
property. As used in this definition, a property owner association includes any master or
sub-association.
“Proportionately” means, for Developed Property that the ratio of the Special Tax levy
to the Assigned Special Tax or the Backup Special Tax is equal for all Assessors’ Parcels
of Developed Property within CFD 2020-1. For Undeveloped Property, “Proportionately”
means that the ratio of the actual Special Tax levy to the Maximum Special Tax is equal
for all Assessor’s Parcels of Undeveloped Property within CFD 2020 -1.
3.A.5.a
Packet Pg. 99 Attachment: Ordinance 20-08 Authorizing Levy of Special Tax (2nd Reading Ordinance 20-08 Authorizing Levy of Special Taxes for CFD 2020-1)
“Public Property” means any property within the boundaries of CFD 2020 -1 owned by,
irrevocably offered or dedicated to, or for which an easement for purposes of public or
private road right-of-way making the property unusable for any other purpose has been
granted to the federal government, the State of California, the County, the City, or any
local government or other public agency.
“Single Family Attached Property” means, in any Fiscal Year, all Parcels of Developed
Property for which a building permit or use permit was issued for construction of a
residential structure consisting of two or more Units that share common walls, have
separate Assessor’s Parcel Numbers assigned to the m (except for a duplex triplex, or
fourplex unit, which may share a Parcel with another duplex, triplex or fourplex Unit(s)),
and may be purchased by individual homebuyers (which shall still be the case even if the
Units are purchased and subsequently offered for rent by the owner of the Unit), including
such residential structures that meet the statutory definition of a condominium project
contained in Civil Code Section 4125, according to Assessor’s Data or as otherwise
known by the CFD Administrator.
“Single Family Detached Property” means, in any Fiscal Year, all Parcels of Developed
Property for which a building permit was issued for construction of a Unit that does not
share a common wall with another Unit, according to Assessor’s Data or as otherwi se
known by the CFD Administrator.
“Special Tax” means the amount levied in each Fiscal Year on each Assessor’s Parcel
of Taxable Property to fund the Annual Special Tax Requirement.
“Tax Escalation Factor” means a factor equal to the annual change in the April to April
Riverside-San Bernardino-Ontario CPI-U Index up to a maximum factor of 5% that will be
applied annually after Fiscal Year 2020/21 to increase the Maximum Special Tax rates
shown in Section III.
“Tax Zone” means a mutually exclusive geographic area within which the Special Tax
may be levied pursuant to this Rate and Method of Apportionment. All of the Taxable
Property within CFD 2020-1 at the time of its formation is within Tax Zone No. 1.
Additional Tax Zones may be created when property is a nnexed to CFD 2020-1, and a
separate Maximum Special Tax shall be identified for property within the new Tax Zone
at the time of such annexation. The Assessor’s Parcels included within a new Tax Zone
when such Parcels are annexed to CFD 2020-1 shall be identified by Assessor’s Parcel
number in the annexation documents at the time of annexation.
“Taxable Property” means all Parcels within the boundary of CFD 2020-1 that are not
Exempt Property, or exempt from the Special Tax pursuant to the Act or Section V below.
“Undeveloped Property” means all Parcels of Taxable Property that are not Developed
Property.
“Unit” means any individual single family detached or attached home, townhome,
condominium, apartment, or other residential dwelling unit, including each separate living
area within a half-plex, duplex, triplex, fourplex, or other residential structure. An
3.A.5.a
Packet Pg. 100 Attachment: Ordinance 20-08 Authorizing Levy of Special Tax (2nd Reading Ordinance 20-08 Authorizing Levy of Special Taxes for CFD 2020-1)
Accessory Dwelling Unit that shares a Parcel with a Unit of Single Family Detached
Property, Single Family Attached Property shall not be considered a separate Unit for
purposes of calculating the Special Tax.
“Welfare Exempt Property” means all Parcels within the boundaries of CFD 2020-1 that
have been granted a welfare exemption pursuant to Section 53340 (c) under the Act
under subdivision (g) of Section 214 of the Revenue and Taxation Code by the County.
II. DETERMINATION OF TAXABLE PARCELS
On or about July 1 of each Fiscal Year, the CFD Administrator shall determine the valid
Assessor’s Parcel Numbers for all Taxable Property within CFD 2020 -1. If any Assessor’s
Parcel Numbers are no longer valid from the previous Fiscal Year, the CFD Administrator
shall determine the new Assessor’s Parcel Number or Numbers that are in effect for the
current Fiscal Year. To the extent a Parcel or Parcels of Taxable Prop erty are subdivided,
consolidated or otherwise reconfigured, the Maximum Special Tax rates shall be assigned
to the new Assessor’s Parcels pursuant to Section III. The CFD Administrator shall also
determine: (i) the Tax Zone within which each Parcel is located; (ii) which Parcels are
Developed Property and Undeveloped Property; (iii) the number of Units each Parcel
contains; (iv) the property type, i.e. Single Family Detached Property, etc; and (iv) the
Annual Special Tax Requirement for the Fiscal Year.
III. SPECIAL TAX - METHOD OF APPORTIONMENT
All Taxable Property shall be subject to a Special Tax defined as follows.
The Special Tax shall be levied each Fiscal Year by the CFD Administrator. The Annual
Special Tax Requirement shall be apportioned to each Parcel within CFD 2020-1 by the
method shown below.
First. Determine the Annual Special Tax Requirement.
Second. Levy the Special Tax on each Parcel of Developed Property,
Proportionately, up to the Maximum Special Tax described in the table
below to satisfy the Annual Special Tax Requirement.
Third. If additional monies are needed to satisfy the Annual Special Tax
Requirement after the first step has been completed, the Special Tax shall
be levied Proportionately on each Assessor’s Parcel of Undeveloped
Property up to 100% of the Maximum Special Tax for Undeveloped
Property.
Under no circumstances will the Special Tax levied against any Assessor’s Parcel of
Developed Property be increased by more than 10% as a consequence of
delinquency or default by the owner of any other Asse ssor’s Parcel within CFD No.
2020-1.
TABLE 1
3.A.5.a
Packet Pg. 101 Attachment: Ordinance 20-08 Authorizing Levy of Special Tax (2nd Reading Ordinance 20-08 Authorizing Levy of Special Taxes for CFD 2020-1)
SPECIAL TAX RATES – TAX ZONE NO. 1
FISCAL YEAR 2020/21*
Property Type
Special Tax
Rate Per
Expected
Special Tax
Revenue
Commercial Property $1,585.20 Acre $13,601.00
Undeveloped Property $1,585.20 Acre $13,601.00
*On each July 1, commencing on July 1, 2021, the Maximum
Special Tax Rate and Expected Special Tax Revenue for
each Tax Zone shall be increased by the Tax Escalation
Factor.
TABLE 2
CONTINGENT SPECIAL TAX RATES – TAX ZONE NO. 1
FISCAL YEAR 2020/21*
Property Type
Contingent
Special Tax
Rate
Per
Expected
Contingent
Special Tax
Revenue
Commercial Property $5,406.45 Acre $46,387.30
Undeveloped Property $5,406.45 Acre $46,387.30
*On each July 1, commencing on July 1, 2021, the Maximum
Special Tax Rate and Expected Contingent Special Tax
Revenue for each Tax Zone shall be increased by the Tax
Escalation Factor.
Maximum Special Taxes
The Maximum Special Tax for each Assessor’s Parcel of Taxable Property within each
Tax Zone shall be the greater of the Special Tax as show in Table 1 or the Backup Special
Tax.
The Maximum Contingent Special Tax for each Assessor’s Parcel of Taxable Property
within each Tax Zone shall be the greater of the Contingent Special Tax as show in Table
2 or the Backup Contingent Special Tax.
Backup Special Taxes
3.A.5.a
Packet Pg. 102 Attachment: Ordinance 20-08 Authorizing Levy of Special Tax (2nd Reading Ordinance 20-08 Authorizing Levy of Special Taxes for CFD 2020-1)
The Backup Special Tax for each Assessor’s Parcel of Taxable Property within each Tax
Zone shall be the rate per Acre that results in the Expected Special Tax Revenue for each
Tax Zone.
The Backup Contingent Special Tax for each Assessor’s Parcel of Taxable Property
within each Tax Zone shall be the rate per Acre that results in the Expected Contingent
Special Tax Revenue for each Tax Zone.
A different Maximum Special Tax rate may be identified in Tax Zones added to C FD 2020-
1 as a result of future annexations.
In some instances, an Assessor’s Parcel of Developed Property may contain more than
one type of property. The Maximum Special Taxes levied on an Assessor’s Parcel shall
be the sum of the Maximum Special Taxes for all Units located on that Assessor’s Parcel.
IV. FORMULA FOR PREPAYMENT OF SPECIAL TAX OBLIGATIONS
The Special Tax may not be prepaid.
V. EXEMPTIONS
Notwithstanding any other provision of this Rate and Method of Apportionment of Special
Tax, no Special Taxes shall be levied on Public Property, except as otherwise provided
in Sections 53317.3 and 53317.5 of the Act.
Additionally, Welfare Exempt Property, shall be reimbursed for Special Tax levied and
paid. A property owner must provide documentation of the exemption within one calendar
year after having paid the Special Taxes for which an exemption has been granted. A
refund of the amount of Special Taxes paid for the Fiscal Year the exemption has been
granted will be provided to the owner of Welfare Exempt Property who was granted the
exemption.
VI. INTERPRETATION OF RATE AND METHOD OF APPORTIONMENT
The City reserves the right to make minor administrative and technical changes to this
document that do not materially affect the rate and method of apportioning the Special
Tax. In addition, the interpretation and application of any section of this document shall
be at the City’s discretion. Interpretations may be made by the City by ordinance or
resolution for purposes of clarifying any vagueness or ambiguity in this Rate and Method
of Apportionment of Special Tax.
VII. MANNER AND DURATION OF SPECIAL TAX
The Special Tax shall be collected in the same manner and at the same time as ordinary
ad valorem property taxes, provided that the City may directly bill the Special Tax, may
collect the Special Tax at a different time or in a different manner if needed to meet the
financial obligations of CFD 2020-1, and may collect delinquent Special Taxes through
foreclosure or other available methods.
3.A.5.a
Packet Pg. 103 Attachment: Ordinance 20-08 Authorizing Levy of Special Tax (2nd Reading Ordinance 20-08 Authorizing Levy of Special Taxes for CFD 2020-1)
A Special Tax shall continue to be levied and collected within CFD 2020-1, as needed to
fund the Annual Special Tax Requirement, in perpetuity.
VIII. APPEAL OF SPECIAL TAX LEVY
Any property owner may file a written appeal of the Special Tax with the CFD
Administrator claiming that the amount or application of the Special Tax is not correct.
The appeal must be filed not later than one calendar year after having paid the Spe cial
Taxes that are disputed, and the appellant must be current in all payments of Special
Taxes. In addition, during the term of the appeal process, all Special Taxes levied must
be paid on or before the payment date established when the levy was made.
The appeal must specify the reasons why the appellant claims the Special Taxes are in
error. The CFD Administrator shall review the appeal, meet with the appellant if the CFD
Administrator deems necessary, and advise the appellant of its determination.
If the property owner disagrees with the CFD Administrator’s decision relative to the
appeal, the owner may then file a written appeal with the City Council whose subsequent
decision shall be final and binding on all interested parties. If the decision of the CFD
Administrator or subsequent decision by the City Council requires the Special Taxes to
be modified or changed in favor of the property owner, no cash refund shall be made for
prior years’ Special Taxes, but an adjustment shall be made to credit future Special
Taxes.
This procedure shall be exclusive and its exhaustion by any property owner shall be a
condition precedent to filing any legal action by such owner.
3.A.5.a
Packet Pg. 104 Attachment: Ordinance 20-08 Authorizing Levy of Special Tax (2nd Reading Ordinance 20-08 Authorizing Levy of Special Taxes for CFD 2020-1)
June 16, 2020
TO: City Council
REQUESTED BY: Michelle Holmes, Director of Finance
APPROVED BY: Robert A. Johnson, City Manager
SUBJECT: Resolution to Establish CFD 2020-1
RECOMMENDATION:
Staff recommends that the City Council adopt Resolution 3807 Establishing Community
Facilities District No. 2020-1, Resolution 3808 Calling the Election, Resolution 3809 Declaring
the Election Results, and introduce Ordinance 20-08 for the first reading, Authorizing the Levy
of Special Taxes of Community Facilities District No. 2020-1.
AN ORDINANCE OF THE CITY COUNCIL OF THE CITY OF SAN
JACINTO ACTING IN ITS CAPACITY AS THE LEGISLATIVE BODY
OF COMMUNITY FACILITIES DISTRICT NO. 2020-1, AUTHORIZING
THE LEVY OF A SPECIAL TAX IN SUCH COMMUNITY FACILITIES
DISTRICT
DISCUSSION:
In previous years, property owners of new developments requested annexation into the
Landscaping, Lighting and Park District No. 2 (“LLPD No. 2”) and/or Assessment District No.
2003-1 (“AD No. 2003-1”) for the purposes of levying assessments to pay for specified
maintenance and services on improvements related to their development. In order to best serve
the property owners and to simplify the administration process, Community Facilities Districts
(“CFD”s) will be used as the financing mechanism for specified maintenance and services on
improvements related to new development in place of LLPD No. 2 and AD No. 2003-1. The City
has formed multiple CFDs to fund services, including CFD No. 2018-1, which was formed in
September 2018.
Following the successful formation of CFD No. 2020-1, funding necessary to maintain the
improvements will come from the special taxes. The developer has provided funds for the
establishment of the Community Facilities District.
The City’s special legal counsel, Best, Best and Krieger (BBK), has prepared the attached
Resolutions, which include the Rate and Method of Apportionment (“RMA”) for Community
Facilities District No. 2020-1. The RMA was prepared by the City’s consultant, NBS, and
describes the rates and methods special taxes may be levied within the CFD beginning in Fiscal
Year 2020/21. The RMA defines multiple types of property that may be levied a special tax, and
utilizes tax zones for the purpose of allowing future development to annex to the CFD rather than
forming a new CFD for each new development. The RMA also defines a Contingent Special
Tax, which would be levied only if the developer failed to perform the landscape maintenance to
4.1
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3.A.5.b
Packet Pg. 105 Attachment: 6-16-20 Staff Report CFD 2020-1 (2nd Reading Ordinance 20-08 Authorizing Levy of Special Taxes for CFD 2020-1)
City’s standards. The property included in the CFD at formation is the Commonwealth Crossings
project, consisting of five commercial parcels and one drainage basin in Tax Zone No. 1. The
initial special tax rate is $1,585.20 per acre, which will increase annually by the change in CPI
up to a maximum of 5%.
The Resolution Establishing the CFD is to be considered following a noticed public hearing. The
Resolution Calling a Special Election is to be considered next. The ballots are to be tabulated and
then the Resolution Declaring Results of a Special Election is to be considered. The Ordinance
Authorizing the Levy is to be considered to levy special taxes, as approved in the Resolution
Establishing the CFD.
Failure to approve the accompanying resolutions would result in the CFD not being formed and
an inability to collect the annual special taxes, totaling approximately $14,000 annually at
buildout, and the maintenance and service costs would have to be paid from the City’s General
Fund.
FISCAL IMPACT:
Costs associated with the consultant services related to the CFD formation are to be paid by the
developer. The annual levy and collection of special taxes and CFD administration will be
charged to the CFD.
ATTACHMENTS:
CFD 2020-1 - Resolution 3807 Establishing Formation
CFD 2020-1 - Resolution 3808 Calling Election
CFD 2020-1 - Resolution 3809 Declaring Election Results
CFD 2020-1 - Ordinance 20-08 Authorizing Levy of Special Taxes
4.1
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Packet Pg. 106 Attachment: 6-16-20 Staff Report CFD 2020-1 (2nd Reading Ordinance 20-08 Authorizing Levy of Special Taxes for CFD 2020-1)
July 7, 2020
TO: City Council
REQUESTED BY: Travis Randel, Community Development Director
APPROVED BY: Robert A. Johnson, City Manager
SUBJECT: Second Reading of Ordinance 20-07 Establishing the San Jacinto Arts in
Public Places Program
RECOMMENDATION:
That the City Council CONDUCT the second reading and ADOPTION of Ordinance 20-07
entitled:
AN ORDINANCE OF THE CITY OF SAN JACINTO, CALIFORNIA, AMENDING
TITLE 12 OF THE SAN JACINTO MUNICIPAL CODE BY ADDING CHAPTER
12.35 - ART IN PUBLIC PLACES
DISCUSSION:
At the April 21, 2020 City Council meeting, staff presented a concept and overview of a
proposed “Arts in Public Places” Program based on an analysis of Best Practices from cities
across the state. Based on the feedback provided by the City Council, staff has prepared
Ordinance No. 20-07 and Resolution No. 3806 to implement a local Art in Public Places
Program specific to the City of San Jacinto and presented to the City Council at a Public Hearing
on June 16, 2020. Ordinance No. 20-07 implements all of the recommendations made to the
Council on April 21, 2020 and amends Chapter 12 – Streets, Sidewalks and Public Places by
adding Chapter 12.35 – Art in Public Places. Resolution No. 3806 provides for the added funding
mechanism for non-residential developments and consolidates existing fees paid by residential
developments.
On June 16, 2020, the City Council considered and introduced Ordinance No. 20-07 and adopted
Resolution No. 3806. Ordinance No. 20-07 by unanimous 5-0 vote. Resolution No. 3806 is
effective upon the effective date of Ordinance No. 20-07, which, if approved, would be August
7, 2020.
FISCAL IMPACT:
There is no impact to the General Fund for implementing this program. As additional
development occurs in the City, staff anticipates a positive impact to the Community Amenities
and Public Art Funds; however, the exact impact is unknown.
ATTACHMENTS:
Ordinance 20-07
Ordinance 20-07 - Exhibit "A"
June 16, 2020 City Council Staff Report
3.A.6
Packet Pg. 107
STATE OF CALIFORNIA ) ORDINANCE NO. 20-07
COUNTY OF RIVERSIDE ) ss
CITY OF SAN JACINTO )
AN ORDINANCE OF THE CITY OF SAN JACINTO, CALIFORNIA,
AMENDING TITLE 12 OF THE SAN JACINTO MUNICIPAL CODE BY
ADDING CHAPTER 12.35 – ART IN PUBLIC PLACES
WHEREAS, the City Council (“City Council”) of the City of San Jacinto (“City”)
desires to promote and support the public display and public appreciation of art in the
City; and
WHEREAS, the establishment of an Arts in Public Places Program will facilitate
the artistic and aesthetic goals of the City; and
WHEREAS, arts and cultural activities are an essential part of a healthy community
life and make significant contributions to the quality of life in San Jacinto; and
WHEREAS, the creation of an Arts in Public Places Program will further the goals
laid out in the Arts and Culture Element of the San Jacinto General Plan by identifying
opportunities for arts enrichment and assisting in the development of implementation
strategies by advising the City Council on ways to support and expand the local arts
community; and
WHEREAS, the City desires to form an Arts in Public Places Program to
encourage, stimulate, promote, and foster programs for the cultural enrichment of the City
and its inhabitants.
WHEREAS, on April 21, 2020, the City Council provided direction to City Staff on
the formation of an Arts in Public Places Program including the excising of fees to
financially support the program; and
WHEREAS, the City has multiple policies, Ordinances and Resolutions adopted
over the years that are contradictory and the City desires to consolidate the Arts in Public
Places program into the Municipal Code; and
WHEREAS, all legal prerequisites to the adoption of this Ordinance have occurred.
THE CITY COUNCIL OF THE CITY OF SAN JACINTO DOES HEREBY ORDAIN AS
FOLLOWS:
Section 1. Incorporation of Recitals. The above are true and correct and are
incorporated herein by reference.
Section 2. Title 12 – Streets, Sidewalks and Public Places, of the San Jacinto
Municipal Code is hereby amended by adding Chapter 12.35 – Art in
3.A.6.a
Packet Pg. 108 Attachment: Ordinance 20-07 (Second Reading of Ordinance 20-07 Establishing the San Jacinto Arts in Public Places Program)
Public Places as shown in Exhibit “A”, attached hereto and
incorporated by reference.
Section 3. Custodian of Records. The documents and materials that
constitute the record of proceedings on which these findings are
based are located at the City Clerk’s office located at 595 S. San
Jacinto Avenue, San Jacinto, CA 92583. The custodian for these
records is the City Clerk.
Section 4. Severability. If any provision of this Ordinance or the application
thereof to any person or circumstance is held invalid, such invalidity
shall not affect other provisions or applications of this Ordinance
which can be given effect without the invalid provision or application,
and to this end the provisions of this Ordinance are severable. The
City Council hereby declares that it would have adopted this
Ordinance irrespective of the invalidity of any particular portion
thereof.
Section 5. Effective Date. This Ordinance shall become effective thirty (30)
days following its adoption.
Section 6. Publication. The City Clerk shall certify to the adoption of this
Ordinance and cause it, or a summary of it, to be published once
within 15 days of adoption in a newspaper of general circulation
printed and published within the City of San Jacinto, and shall post a
certified copy of this Ordinance, including the vote for and against
the same, in the Office of the City Clerk in accordance with
Government Code § 36933.
INTRODUCED at a regular meeting of the City Council of the City of San Jacinto on the
16th day of June 2020.
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:
NAYS:
ABSENT:
ABSTAIN:
3.A.6.a
Packet Pg. 109 Attachment: Ordinance 20-07 (Second Reading of Ordinance 20-07 Establishing the San Jacinto Arts in Public Places Program)
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
3.A.6.a
Packet Pg. 110 Attachment: Ordinance 20-07 (Second Reading of Ordinance 20-07 Establishing the San Jacinto Arts in Public Places Program)
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 Ordinance No. 20-07 was introduced at a regular
meeting of the City Council of the City of San Jacinto on the 16th day of June, 2020.
Ordinance No. 20-07 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 7th day of July, 2020.
_____________________________
Julia Espinoza, Records Clerk
City of San Jacinto
3.A.6.a
Packet Pg. 111 Attachment: Ordinance 20-07 (Second Reading of Ordinance 20-07 Establishing the San Jacinto Arts in Public Places Program)
Ordinance 20-07 – Exhibit “1”
Chapter 12.35
ART IN PUBLIC PLACES
Sections:
12.35.010 Purpose and Intent.
12.35.020 Definitions.
12.35.030 Applicability.
12.35.040 Exemptions.
12.35.050 Program Requirements.
12.35.060 Developer Options.
12.35.070 Standards.
12.35.080 Eligible and Ineligible Costs.
12.35.090 Private Ownership and Maintenance Requirements.
12.35.100 Administrative Policies and Program Guidelines.
12.35.110 Review and Approval Process.
12.35.120 Appeals
12.35.010 Purpose and Intent.
The purpose of this chapter is to authorize the establishment of guidelines, procedures and standards for the
integration of public art into new private and public construction projects throughout the City of San Jacinto. The
Program shall be identified as “Art in Public Places.”
The intent of the City of San Jacinto’s Art in Public Places Program is to provide a diverse and culturally rich
environment for San Jacinto residents and visitors. Public art expresses the confidence, vitality and optimism of the
community and reflects the highest ideals of its citizens resulting in a more beautiful and livable city. It celebrates
our community identity by developing collections of artwork, which have strong inherent aesthetic quality and
represent diverse communities through a wide range of artistic styles and disciplines.
Public art helps create a more livable and visually stimulating city. The presence of and access to public art enlivens
the public areas of buildings and their grounds and makes them more welcoming. It creates a deeper interaction with
the places where we live, work and visit.
The visual and aesthetic quality of development projects has a significant impact on property values, the local
economy and vitality of the city. Public art illuminates the diversity and history of a community, and points to its
aspirations for the future. A wealth of art and culture in the public realm will foster the economic development of the
community.
12.35.020 Definitions.
The terms used in this chapter shall have the following meanings:
“Addition” means an extension or increase in floor area or height of a building or structure.
“Alteration” means any construction or renovation to an existing structure other than repair or addition.
“Alternative Placement Plan” mean an agreement between a Developer of a Specific Plan, Planned Development
Permit, Mixed-Use, or Master Plan Communities Development Project and the City of San Jacinto that allows for
the establishment of unique policies, placement and on-going funding for maintenance and support for large scale
projects that may include a mixture of on-site and off-site public art throughout a community. The Alternative
Placement Plan does not dissolve or reduce a Development Projects Public Art Contribution, but does allow for
flexibility in the application of the standards listed in this Chapter.
“Art in Public Places Committee” means an ad-hoc committee of city employees selected by the City Manager to
make recommendations to the City Council. At the City Manager’s sole discretion, the committee may include
outside individuals.
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Packet Pg. 112 Attachment: Ordinance 20-07 - Exhibit "A" (Second Reading of Ordinance 20-07 Establishing the San Jacinto Arts in Public Places Program)
Ordinance 20-07 – Exhibit “1”
“Artist” means a person who has a reputation among peers as a person of artistic excellence, through a record of
exhibitions, public commissions, sale of works, or educational attainment as judged by the reviewing bo dy with final
design review authority for the development project.
“Capital Improvement Projects” means projects that are included in the City’s Capital Improvement Program.
“Committee” means the “Arts in Public Places Committee.”
“Community Amenities Fund” means a fund established and maintained by the City of San Jacinto for the purpose
of funding public art and cultural programming consistent with the public art program. The Community Amenities
Fund is collected for residential developments. For non -residential projects, see “Public Art Fund.”
“Day Care Facilities” has the same meaning as in Section 26001 of the Business and Professions Code. “Day care
center” means a child day care facility other than a family day care home, and includes infant center s, preschools,
extended day care facilities, and schoolage child care centers, and includes child care centers licensed pursuant to
Section 1596.951 [of the Health and Safety Code] (Section 26001 of the Business and Professions Code references
Section 1596.76 of the Health and Safety Code)
“Developer” means the person or entity that is financially and legally responsible for the planning, development and
construction of any development project covered by this chapter, who may, or may not, be the owner of th e subject
property.
“Development project” means a project involving the construction of any new residential, commercial (including
office and retail uses), industrial, or any mixed use building, tenant improvements, additions to an existing building,
or the rehabilitation, renovation, remodeling or improvement of an existing building.
“Director” means the Community Development Director, or a designee of the Community Development Director or
the City Manager.
“Electric Vehicle Charging Station” means the total components and subsystems that, in combination, connects an
electric vehicle (EV) to a source of electricity to recharge electric cars, neighborhood electric vehicles and plug -in
hybrids.
“Installation date” means the actual date on which the public art is installed on site.
“Maintenance” means to keep in continuance or in a certain state, as of repair.
“Non-Residential Construction” means the addition or alteration of any non-residential structure.
“Program” means the Art in Public Places Program.
“Public art” means an original work of a permanent nature in any variety of media produced by an artist which may
include sculpture, murals, photography and original works of graphic art, water features, neon, glass, mosaics, or
any combination of forms of media, furnishing or fixtures permanently affixed to the building or its grounds, or a
combination thereof, and may include architectural features of the building such as decorative handrails, stained
glass and other functional features which have been enhanced to be visually appealing. City commissioned public art
may also include pieces as identified above which may be moved from time to time as a gallery collection and
placed in public buildings such as City Hall, the library, parks, Estadillo Mansion and other publicly accessible
facilities.
Public art does not include the following:
1. Art objects that are mass produced of standard design such as playground equipment, benches, statuary
objects or fountains;
2. Decorative or functional elements or architectural details, which are designed solely by the building
architect as opposed to an artist commissioned for this purpose working individually or in collaboration
with the building architect;
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Ordinance 20-07 – Exhibit “1”
3. Landscape architecture and landscape gardening except where these elements are designed by the artist and
are an integral part of the work of art by the artist;
4. Directional elements such as super graphics, signage as defined in the San Jacinto Municipal Code Chapter
17.335, or color coding except where these elements are integral parts of the original work of art or
executed by artists in unique or limited editions;
5. Interpretive programs;
6. Reproductions, by mechanical or other means, of original works of art, except in cases of film, video,
photography, print making, or other media arts, specifically commissioned by the city;
7. Services or utilities necessary to operate or maintain the artwork over time;
8. Existing works of art offered for sale or donation to the city which do not have an established and
recognized significance as public art among arts professionals and art appraisers as judged by the Art in
Public Places Committee or City Council;
9. Works of art which are not visible to the general Public
10. Works of art which cannot be reasonably maintained within the resources allocated by the City of San
Jacinto;
11. Logos or corporate identity.
“Public Art Contribution” means the dollar amount required to be contributed to public art pursuant to this chapter.
“Public Art Fund” means a fund established and maintained by the City of San Jacinto for the purpose of funding
public art and cultural programming consistent with the public art program. The Public Art Fund is collected for
non-residential developments. For residential projects, see “Community Amenities Fund.”
“Public construction project” means any city-funded construction or reconstruction project excluding Capital
Improvement Program projects.
“Public place” means any exterior area on public or private property which is clearly visible to the general public. If
located on private property, the area must be clearly visible from adjacent public property such as a street or other
public thoroughfare, sidewalk, or path.
“Remodel.” See “Alteration.”
“Repair” means the reconstruction or renewal of any part of an existing building for th e purpose of its maintenance.
“Residential Construction” means the new construction of one or more residential dwelling units.
“Senior Housing Projects (Covenant Restricted)” shall have the same definition at Chapter 17.800.020 – Senior
Residential Projects (Land Use). Dwellings designed for persons at least 62 years of age, or a person at least 55
years of age who meets the qualifications found in Civil Code Section 51.3. Includes senior apartments, retirement
communities, retirement homes, homes for the aged. Does not include extended care facilities such as convalescent
homes or skilled nursing facilities (“Medical Services - Extended Care”); assisted living facilities or senior care
facilities (“Residential Care Facilities”).
“Solar photovoltaic system” means the total components and subsystems that, in combination, convert solar energy
into electric energy suitable for connection to a utilization load.
“Valuation” means the estimated construction cost for a Development Project based on the current Inte rnational
Code Council (ICC) Valuation Tables, or the contract cost, whichever is greater. Valuation does not include off -site
improvements.
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Ordinance 20-07 – Exhibit “1”
3.A.6.b
Packet Pg. 115 Attachment: Ordinance 20-07 - Exhibit "A" (Second Reading of Ordinance 20-07 Establishing the San Jacinto Arts in Public Places Program)
Ordinance 20-07 – Exhibit “1”
12.35.030 Applicability.
A. The Program shall apply to any of the following Development Projects:
1. New Residential Construction.
2. New Non-Residential Construction (Commercial, Industrial, Institutional, or Mixed-Use) where the
valuation of the Development Project is $100,000 or more.
3. Tenant Improvement for Non-Residential Construction where the valuation of the Development
Project is $100,000 or more.
4. Public Project.
12.35.040 Exemptions.
A. The following Development Projects are exempt from the Arts in Public Places Program. To the extent that
all or some portion of the project includes one or more of the “exclusion items” identified below, those
portions of the project shall be excluded from the definition of “Development Project”; thus, those portions
of construction shall not be subject to the requirements of this chapter:
1. Capital Improvement Projects
2. Day Care Facilities
3. Electric Vehicle Charging Stations
4. Fire sprinkler installation work items
5. Historic preservation or restoration
6. Maintenance of an existing building
7. Projects Explicitly exempted by Development Agreements
8. Public Park Projects
9. Publically Financed or Operated Museums or Cultural Centers
10. Repair or reconstruction of structures which have been damaged by fire, flood, wind, earthquake or
other calamity
11. Seismic retrofit or flood protection projects work items
12. Senior Housing Projects (Covenant Restricted)
13. Solar (photo voltaic) system applications
12.35.050 Program Requirements.
A. Prior to the issuance of a Building Permit, the Developer of any Development Project subject to the
Program shall pay or deposit the minimum amount determined by the fee methodology es tablished by
Resolution (3806) of the City Council.
B. No permanent or temporary Certificate of Occupancy shall be issued for any structure in the City unless the
Program requirements have been satisfied.
C. The Developer shall not be reimbursed or otherwise compensated for paying or contributing more than
required by the Resolution.
D. Public Art fees are paid to the Building and Safety Department prior to issuance of a Certificate of
Occupancy.
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Ordinance 20-07 – Exhibit “1”
12.35.060 Developer Options.
A. The Developer of a non-residential Development Project may:
1. Elect to install a permanent public art piece(s) as part of the Development Project subject to the
Standards outlined in Chapter 12.35.070 – Standards. The Developer and Property Owner shall enter
into a long-term maintenance agreement as outlined in Section 12.35.090 with the City. The
maintenance agreement requires that the Developer / Property Owner and successors in interest, are
responsible for the ongoing maintenance, repair and replacement, as necessary, to keep the work of art
in good condition during the term of the agreement.
a. Using this option, the Developer may:
i. Select the artist directly; or,
ii. Hire a professional consultant to select an artist or artist team to create site-specific
artwork. Reimbursement of the consultant shall not exceed 5% of the total Public Art
Contribution.
b. The Developer shall submit a deposit for the Public Arts Fee to the City prior to issuance of
Building Permits. Upon completion of the installation and inspection of the public art piece and
recordation of the maintenance agreement, the Developer shall submit a detailed cost
breakdown/invoice outlining all of the costs associated with the installation of the public art piece.
The Committee shall review the cost breakdown/invoice to determine the reimbursable costs as
outlined in Section 12.35.080. The Developer will be reimbursed Eligible Costs up to the amount
of the deposit.
2. Elect to purchase an existing artwork or commission an original artwork for donation as a gift to the
City of San Jacinto's public art collection. Donations to the City are reviewed by the Committee and
the City Council to determine the aesthetic quality of the donation, the wo rk's maintenance
requirements and the appropriateness of the donation to the overall goals of the Program. Donation,
delivery and acceptance of such work that occurs prior to the issuance of Building Permits shall
exempt from the Developer from payment of the Public Art Fee. Donation, delivery or acceptance of
such work that occurs after issuance of Building Permits shall require payment of the Public Art Fee
prior to Building Permit Issuance and will be reimbursed upon donation, delivery and acceptance by
the City.
3. Elect to pay the Public Art Fund in-lieu fee. Payment of the Public Art Fee shall be made prior to
Building Permit Issuance. Funds are subsequently used by the City of San Jacinto on publicly sited
projects.
B. The Developer of a residential Develop ment Project:
1. Shall pay the Community Amenities in-lieu fee. Payment of the Community Amenities shall be made
prior to Building Permit Issuance. Funds are subsequently used by the City of San Jacinto on publicly
sited projects.
2. For Specific Plan, Planned Development Permit, Mixed -Use, or Master Plan Communities, the
Developer may enter into an agreement with the City for an Alternative Placement Plan.
12.35.070 Standards.
A. Site Criteria for Developers
1. Eligible Public Art Locations
a. Such facilities include commercial or residential buildings and adjoining plazas, parks,
sidewalks, traffic islands, public buildings, power stations, etc.
b. Spaces may only be exterior and must be accessible to the public at all times.
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Ordinance 20-07 – Exhibit “1”
c. Locations can include surface treatments of buildings, retaining walls, and bridges. The
definition of "location" can also be expanded by an artist's ability to extend the possibilities
for public art, and would then be determined on a case-by-case basis.
d. Projects can also include artist-designed features that might otherwise be provided by
commercial sources, such as gates, water fountains, tile and surface materials, doors,
furniture, clocks, lighting fixtures, railings, signage, etc. by using public art allocations to
supplement and enhance the budget.
2. Eligible Public Art Components
The Art in Public Places Program is receptive to the broadest definitions of art and encourages
imaginative interpretations of media. The possible media and materials, which might be used for
permanent installation, decorative or functional purpose, include:
a. Sculpture: Free standing, wall supported or suspended, kinetic, electronic, etc., in any material
or combination of materials.
b. Painted and mosaic murals.
c. Earthworks, fiberworks, neon, glass, mosaics, photographs, prints, calligraphy, any
combination of forms of media including sound, film, holographic and video systems, hybrids
of any media and new genres.
d. Standardized fixtures such as gates, streetlights, signage, etc., may be contracted to artists for
unique or limited editions.
B. Eligibility. Artworks may be:
1. Singular, discrete objects (sculpture).
2. Artist designed amenities (streetscapes, paving treatments, lighting standards and treatments, benches,
wayfinders, architecturally integrated water features, artist designed landscape treatments or other artist
designed amenities or aesthetic treatments).
3. Artworks must be located outside in publicly accessible locations.
4. If artwork is part of a limited edition series, the series must be no larger than 20.
C. All Projects shall comply with all applicable policies and design guidelines established under Section
12.35.100.
12.35.080 Eligible and Ineligible Costs for Private Development.
A. Eligible Costs for Reimbursement. All artworks created by artists are considered eligible expenses for the
Art in Public Places Program as well as the following:
1. Structures, which enable the display of artwork(s).
2. Artists' budgets for projects, which will be expected to cover:
a. Professional fees for the artist(s).
b. Labor of assistants, materials, and contracted services required of the production and
installation of the work of art.
c. Any required permit or certificate fees.
d. Business and legal costs directly related to the project.
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Ordinance 20-07 – Exhibit “1”
e. Studio and operating costs.
f. Communication and other indirect costs (insurance, utilities).
g. Travel expenses of the artist for site visitation and research.
h. Transportation of the work of art to the site.
i. Preparation of site to receive artwork.
j. Installation of the completed work of art.
k. Documentation (color and black and white photographs) of the artwork.
3. Subcontractors including fabricators, engineers, contractors, signage, etc.
4. Installation of lighting with the explicit intent to light the artwork.
B. Ineligible Costs for Reimbursement. The following are ineligible for consideration as contribution to the
Public Arts Program.
1. Directional elements such as supergraphics, signage, or color-coding except where these elements are
integral parts of the original work of art.
2. “Art objects" which are mass-produced of standard design such as playground equipment, fountains, or
statuary objects.
3. Reproductions, by mechanical or other means, of original works of art.
4. Decorative, ornamental, or functional elements that are designed by the building architect as opposed
to an artist commissioned for this purpose.
5. Landscape architecture and landscape gardening except where these elements are designed by the artist
and/or are an integral part of the work of art by the artist.
6. Services or utilities necessary to operate or maintain the artwork over time.
7. Artwork maintenance.
12.35.090 Private Ownership and Maintenance Requirements.
A. Public Art Ownership. All privately sited art pieces shall remain the property of the property owner for
the life of the project. Title and ownership of the artwork shall transfer in whole or in part to any successor
in interest of the art pieces.
B. Maintenance. The owner of the artwork shall provide all maintenance necessary to preserve the work in
good condition. In addition, the owner of artwork shall maintain in full force and effect fire and extended
insurance coverage, including but not limited to vandalism coverage, in a minimum amount of the purchase
price of said artwork. Failure to maintain the artwork will make the owner subj ect to possible liens against
the real property.
C. Art in Public Places Maintenance Agreement with the County of Riverside. Owner must execute a
recordable Art in Public Places Maintenance Agreement (“Maintenance Agreement”) regarding ownership
and maintenance of the artwork. The Maintenance Agreement shall have a term of the life of the project, or
20 years, whichever occurs first. The Agreement must be recorded with the County of Riverside prior to
issuance of Certificate or Temporary Certificate of Occupancy.
D. Removal or Alteration of the Work. Public art installed onto or integrated into a private construction
project shall not be removed or altered without the approval of the Committee during Maintenance
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Ordinance 20-07 – Exhibit “1”
Agreement. In such an event, the owner shall contribute funds equal to the original public art fees, or
replace the work with another of equal value, as approved by the City. The property owner may be subject
to fines or liens against the real property for failure to comply.
E. Review. Any proposed public art will be reviewed by the Committee for compliance with all applicable
standards and guidelines. A recommendation will be made to the City Council who has final authority on
the public art installation.
12.35.100 Administrative Policies and Program Guidelines.
The City Manager is authorized to establish and maintain written administrative policies as program guidelines,
which shall implement the requirements of this chapter. A copy of the program guidelines shall be maintai ned by the
Community Development Department. The program guidelines shall be approved by the City Manager, based on the
recommendation of the Director. The program guidelines may include, but are not limited to, the following
elements:
A. Standards for eligible public art works.
B. Media and materials in public art.
C. Standards for placement and site selection of public art.
D. Standards for placement of public art on both public and private development sites.
E. Role and procedures of the art in public places committee.
F. Art selection process.
G. Art selection standards and criteria.
H. Maintenance and conservation of public art works.
I. Staffing and administration of the public arts program.
J. Public art collection review and de-accessioning.
K. Catalog and inventory procedures for the collection of art installed under this chapter.
12.35.110 Review and Approval Process.
A. Art in Public Places Committee. The Art in Public Places Committee serves in an advisory capacity
providing recommendations for art placement to the City Council.
B. The Art in Public Places Committee is charged with the responsibility to:
1. Serve as the selection panel for all City initiated public art projects;
2. Serve as the first review body for all privately initiated public art projects;
3. Provide technical and aesthetic recommendations for all public and private public art projects for the
City Council;
C. Alternative Placement Plans may be considered for Specific Plan, Planned Development Permit, Mixed -
Use, or Master Plan Communities. The Alternative Placement Plan allows for the City and Developer to
create unique policies, placement and on-going funding for maintenance and support for large scale
projects that may include a mixture of on-site and off-site public art throughout a community. The
Alterative Placement Plan shall be reviewed by the Committee before making a recommendation to the
City Council. The Alternative Placement Plan does not dissolve or reduce a Development Projects Public
Art Contribution, but does allow for flexibility in the application of the standards listed in this Chapter.
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Ordinance 20-07 – Exhibit “1”
12.35.120 Appeal.
A. Eligibility. An appeal in compliance with this Chapter may be filed by any person for actions taken by the
Committee or City Staff. Decisions of the City Council are final and cannot be appealed.
B. Timing and form of appeal. An appeal shall be submitted in writing and shall specifically state the
pertinent facts and the basis for the appeal.
1. The pertinent facts and the basis for the appeal shall include, at a minimum, the specific grounds for
the appeal, where there was an error or abuse of discretion by the previous review authority (e.g.,
Commission, Development Review Committee, Director, or other City official) in the consideration
and action on the matter being appealed, and/or where the decision was not supported by the evidence
on the record.
2. The appeal shall be filed within 10 days followi ng the actual date the decision was rendered.
3. The appeal shall be accompanied by the filing fee identified in the City’s Planning Fee Schedule.
C. Judicial Review. No person shall seek judicial review of a City decision on any matter in compliance with
this Chapter unless and until all available appeals to Council have been first exhausted in compliance with
this Chapter.
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June 16, 2020
TO: City Council
REQUESTED BY: Travis Randel, Community Development Director
APPROVED BY: Robert A. Johnson, City Manager
SUBJECT: Establishment of the San Jacinto Arts in Public Places Program.
RECOMMENDATION:
That the City Council:
1. INTRODUCE Ordinance No. 20-07 for first reading entitled:
AN ORDINANCE OF THE CITY OF SAN JACINTO, CALIFORNIA,
AMENDING TITLE 12 OF THE SAN JACINTO MUNICIPAL CODE BY
ADDING CHAPTER 12.35 - ART IN PUBLIC PLACES
2. ADOPT Resolution No. 3806 entitled:
A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF SAN
JACINTO, CALIFORNIA ESTABLISHING A SCHEDULE OF FEES AND
CHARGES AND CONSOLIDATION OF THE COMMUNITY AMENITIES
FUNDS FOR THE ARTS IN PUBLIC PLACES PROGRAM
DISCUSSION:
At the April 21, 2020 City Council meeting, staff presented a concept and overview of a
proposed “Arts in Public Places” Program based on an analysis of Best Practices from cities
across the state. Based on the feedback provided by the City Council, staff has prepared the
attached Ordinance 20-07 and Resolution 3806 to implement a local Art in Public Places
Program specific to the City of San Jacinto. Generally, Ordinance No. 20-07 implements all of
the recommendations made to the Council on April 21, 2020 as summarized below. Resolution
No. 3806 provides for the added funding mechanism for non-residential developments and
consolidates existing fees paid by residential developments.
Categories Recommendation
Participation Mandatory
Applicability
All Non-Residential Construction Projects > $100,000 valuation
New Residential Dwellings1
All Public Projects otherwise subject to City Development Impact Fees
Contribution Determination
Non-Residential Construction 1.0% Valuation
Public Projects 0.5%
Single-Family Residential $630 / dwelling unit (no change)1
Multi-Family Residential $532 / dwelling unit (no change)1
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In Lieu Payment Option Yes
Placement On-Site or Off-Site for In-Lieu (no change in Fee/Cost)
Approving Body and Makeup City Council upon review of objective standard and recommendation by
City Staff
Exemptions
Capital Improvement Projects
Day Care Facilities
Publically Financed or Operated Museums, Cultural Centers, Civic
Centers
Senior Housing Projects (Covenant Restricted)
Park Projects
Projects Explicitly exempted by Development Agreements
What’s not exempt
Shopping Centers
Gas Stations
Churches
Nonprofit Uses
1 While the Arts in Public Places is specific to non-residential development, the City currently
assesses new residential developments a flat fee of $630 per single-family residential dwelling
and $532 per multi-family residential dwelling unit through the Community Amenities
Development Impact Fee. The proposed program would consolidate the two into a single Arts in
Public Places Program. However, staff is not recommending nor proposing any changes to the
existing Community Amenities Development Impact Fee.
Participation, Applicability and Exempt Projects
As listed above, staff is recommending that participation in the program be mandatory for all
applicable projects in the city. Applicable projects include the following:
1. New Residential Construction. (currently included in the Community Amenities
Fund)
2. New Non-Residential Construction (Commercial, Industrial, Institutional, or
Mixed-Use) where the valuation of the Development Project is $100,000 or more.
3. Tenant Improvement for Non-Residential Construction where the valuation of the
Development Project is $100,000 or more.
4. Public Project.
Projects that would be exempt from the Program include:
1. Capital Improvement Projects
2. Day Care Facilities
3. Electric Vehicle Charging Stations
4. Fire sprinkler installation work items
5. Historic preservation or restoration
6. Maintenance of an existing building
7. Projects Explicitly exempted by Development Agreements
8. Public Park Projects
9. Publically Financed or Operated Museums or Cultural Centers
10. Repair or reconstruction of structures which have been damaged by fire, flood,
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wind, earthquake or other calamity
11. Seismic retrofit or flood protection projects work items
12. Senior Housing Projects (Covenant Restricted)
13. Solar (photo voltaic) system applications
Recommending and Approval Body
Staff is recommending that the City Council be the ultimate approval authority for design and
placement of developer installed art as well City sponsored art projects. To review and provide
recommendations on the application, staff is recommending the formation of the Arts in Public
Places Committee, as needed, which would be an ad-hoc committee of City employees selected
by the City Manager. Staff is not recommending including elected or appointed personnel to the
committee as the purpose of the committee is to process the administrative applications and
provide objective recommendations to the City Council. This is similar to the Development
Review Committee which makes recommendations to the Planning Commission on
Development Projects.
Contribution Determination
All new residential dwellings in the City are subject to the Community Amenities Fee of $630
per single-family dwelling unit and $532 per multi-family dwelling unit that was implemented in
2005. Staff is not recommending any changes to the fee amount or methodology, but
recommends consolidating those fees into a comprehensive Arts in Public Places Program and
therefore have included them in the Ordinance and Resolution.
Non-residential developments, such as new commercial and industrial buildings, tenant
improvements, and alterations or additions to existing building are currently excluded from
payment of the Community Amenities fee. Staff is recommending that applicable private
projects (listed above) be assessed a Public Art Contribution of 1% of the project valuation.
Public Projects (projects undertaken by the City of other governmental agencies within the City)
are recommended to be assessed a Public Art Fee of 0.5% of the project valuation.
“Valuation” is the estimated cost of construction of a physical building. Valuation does not
include permit fees, impact fees, off-site improvements or land value. The International Code
Council (publishers of the California Building Codes), update the valuation tables periodically
based on “average” construction cost per square foot.
The purpose of the Contribution is to determine the amount of investment a developer is required
to contribute to Public Art in the City. The developer of a non-residential project has three
options to satisfy this requirement: (1) construct a public art element on their private property
(includes a long-term maintenance agreement and subject to City Council approval); (2) donate a
piece of public art to the City for installation at one of the City’s facilities or within the right-of-
way, or (3) pay the in-lieu fee. Given the potential long-term costs of maintenance and repairs as
well as encumbrances on the property (long-term maintenance agreement), staff anticipates that
most developers would elect to pay the in-lieu fee, which would be added to the Public Art Fund
to be used to city sponsored public art projects. Such projects could include utility wraps and
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sidewalk enhancements that were previously presented on April 21, 2020, as well as larger scale
projects, such as statues or monuments. Payment of the in-lieu fee would absolve the developer
of any on-going maintenance obligations and satisfy the requirements of the program.
In the event a developer elects to construct public art as part of their development project, the
developer would be required to submit a deposit of the Public Art Fee which would be held by
the City in Trust. The developer would be required to submit an application that will be reviewed
by the Art in Public Places Committee before making a recommendation to the City Council.
Once approved, the developer would need to obtain all necessary permits and complete and
record a long-term maintenance agreement guaranteeing maintenance for a minimum of 20-year
or the life of the project, whichever occurs first. Once the art is installed and inspected, the
developer would receive a reimbursement of the reimbursable costs (outlined in Ordinance No.
20-07) for up to the deposit amount.
To provide a greater degree of flexibility with the application of the Art in Public Places Program
for residential projects, staff created an “Alternative Placement Plan”, which allows for large
residential developers, specifically, those that are covered under a Specific Plan, Planned
Development Permit, Mixed-Use or Master Plan Community, to create a plan that would allow
for a public-private partnership by installing art within public and private properties as
appropriate. In other words, moving forward, projects like the Cove (KB Homes), or The
Villages Specific Plan, could enter into an agreement with the City to install public art within
medians or entry ways that are not currently options for the Developers. This would allow for
these projects to reap the benefits of the Community Amenities Fee as part of their project.
Alternatively, the developer can simply pay the in-lieu fee and satisfy their obligations, in other
words, status quo. The Alternative Placement Plan does not dissolve or reduce a Development
Projects Public Art Contribution and would be subject to City Council approval, but does allow
for flexibility in the application of the standards listed in Chapter 12.35.
Guidelines
Included as an exhibit is a draft of a Program Guideline and Overview handbook. The purpose of
this handbook is to provide additional guidance and guidelines to assist developers, the Arts in
Public Places Committee and the City Council with designing, reviewing, selecting, and
protecting Public Art, both publically and privately owned. The Guidelines and policies are
intended to be enacted by City Staff to provide flexibility for the interpretation and modifications
as the project grows. As such, staff is not recommending the council adopt the guidelines, but
rather provide feedback on changes or modifications to be included in the final version.
FISCAL IMPACT:
There is no impact to the General Fund for implementing this program. As additional
development occurs in the City, staff anticipates a positive impact to the Community Amenities
and Public Art Funds; however, the exact impact is unknown.
ATTACHMENTS:
Ordinance No. 20-07
Ordinance No. 20-07 - Exhibit "A"
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Resolution No. 3806
Art in Public Places Program Guidelines and Overview - Draft
April 21 2020 City Council Staff Report
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STATE OF CALIFORNIA ) ORDINANCE NO. 20-07
COUNTY OF RIVERSIDE ) ss
CITY OF SAN JACINTO )
AN ORDINANCE OF THE CITY OF SAN JACINTO, CALIFORNIA,
AMENDING TITLE 12 OF THE SAN JACINTO MUNICIPAL CODE BY
ADDIN CHAPTER 12.35 – ART IN PUBLIC PLACES
WHEREAS, the City Council (“City Council”) of the City of San Jacinto (“City”)
desires to promote and support the public display and public appreciation of art in the
City; and
WHEREAS, the establishment of an Arts in Public Places Program will facilitate
the artistic and aesthetic goals of the City; and
WHEREAS, arts and cultural activities are an essential part of a healthy community
life and make significant contributions to the quality of life in San Jacinto; and
WHEREAS, the creation of an Arts in Public Places Program will further the goals
laid out in the Arts and Culture Element of the San Jacinto General Plan by identifying
opportunities for arts enrichment and assisting in the development of implementation
strategies by advising the City Council on ways to support and expand the local arts
community; and
WHEREAS, the City desires to form an Arts in Public Places Program to
encourage, stimulate, promote, and foster programs for the cultural enrichment of the City
and its inhabitants.
WHEREAS, on April 21, 2020, the City Council provided direction to City Staff on
the formation of an Arts in Public Places Program including the excising of fees to
financially support the program; and
WHEREAS, the City has multiple policies, Ordinances and Resolutions adopted
over the years that are contradictory and the City desires to consolidate the Arts in Public
Places program into the Municipal Code; and
WHEREAS, all legal prerequisites to the adoption of this Ordinance have occurred.
THE CITY COUNCIL OF THE CITY OF SAN JACINTO DOES HEREBY ORDAIN AS
FOLLOWS:
Section 1. Incorporation of Recitals. The above are true and correct and are
incorporated herein by reference.
Section 2. Title 12 – Streets, Sidewalks and Public Places, of the San Jacinto
Municipal Code is hereby amended by adding Chapter 12.35 – Art in
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Public Places as shown in Exhibit “A”, attached hereto and
incorporated by reference.
Section 3. Custodian of Records. The documents and materials that
constitute the record of proceedings on which these findings are
based are located at the City Clerk’s office located at 595 S. San
Jacinto Avenue, San Jacinto, CA 92583. The custodian for these
records is the City Clerk.
Section 4. Severability. If any provision of this Ordinance or the application
thereof to any person or circumstance is held invalid, such invalidity
shall not affect other provisions or applications of this Ordinance
which can be given effect without the invalid provision or application,
and to this end the provisions of this Ordinance are severable. The
City Council hereby declares that it would have adopted this
Ordinance irrespective of the invalidity of any particular portion
thereof.
Section 5. Effective Date. This Ordinance shall become effective thirty (30)
days following its adoption.
Section 6. Publication. The City Clerk shall certify to the adoption of this
Ordinance and cause it, or a summary of it, to be published once
within 15 days of adoption in a newspaper of general circulation
printed and published within the City of San Jacinto, and shall post a
certified copy of this Ordinance, including the vote for and against
the same, in the Office of the City Clerk in accordance with
Government Code § 36933.
Introduced at a regular meeting of the City Council on the 16th day of June 2020.
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ORDINANCE NO. 20-07
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:
NAYS:
ABSENT:
ABSTAIN:
CITY OF SAN JACINTO:
_______________________
Andrew Kotyuk, Mayor
ATTEST:
_____________________
Angela Walton, City Clerk
APPROVED AS TO FORM:
BEST BEST & KRIEGER LLP
__________________________
Michael J. Maurer, City Attorney
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CERTIFICATION
State of California )
County of Riverside) ss
City of San Jacinto)
I, Angela Walton, duly appointed City Clerk of the City of San Jacinto, do
hereby certify that the foregoing Ordinance No. 20-07 was introduced at a regular meeting
of the City Council of the City of San Jacinto on the 16th day of June, 2020. Ordinance
No. 20-07 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 7th day of July, 2020.
_____________________________
Angela Walton, City Clerk
City of San Jacinto
ATTACHMENTS:
Exhibit “A” Chapter 12.35 – Art in Public Places
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Ordinance 20-07 – Exhibit “1”
Chapter 12.35
ART IN PUBLIC PLACES
Sections:
12.35.010 Purpose and Intent.
12.35.020 Definitions.
12.35.030 Applicability.
12.35.040 Exemptions.
12.35.050 Program Requirements.
12.35.060 Developer Options.
12.35.070 Standards.
12.35.080 Eligible and Ineligible Costs.
12.35.090 Private Ownership and Maintenance Requirements.
12.35.100 Administrative Policies and Program Guidelines.
12.35.110 Review and Approval Process.
12.35.120 Appeals
12.35.010 Purpose and Intent.
The purpose of this chapter is to authorize the establishment of guidelines, procedures and standards for the
integration of public art into new private and public construction projects throughout the City of San Jacinto. The
Program shall be identified as “Art in Public Places.”
The intent of the City of San Jacinto’s Art in Public Places Program is to provide a diverse and culturally rich
environment for San Jacinto residents and visitors. Public art expresses the confidence, vitality and optimism of the
community and reflects the highest ideals of its citizens resulting in a more beautiful and livable city. It celebrates
our community identity by developing collections of artwork, which have strong inherent aesthetic quality and
represent diverse communities through a wide range of artistic styles and disciplines.
Public art helps create a more livable and visually stimulating city. The presence of and access to public art enlivens
the public areas of buildings and their grounds and makes them more welcoming. It creates a deeper interaction with
the places where we live, work and visit.
The visual and aesthetic quality of development projects has a significant impact on property values, the local
economy and vitality of the city. Public art illuminates the diversity and history of a community, and points to its
aspirations for the future. A wealth of art and culture in the public realm will foster the economic development of the
community.
12.35.020 Definitions.
The terms used in this chapter shall have the following meanings:
“Addition” means an extension or increase in floor area or height of a building or structure.
“Alteration” means any construction or renovation to an existing structure other than repair or addition.
“Alternative Placement Plan” mean an agreement between a Developer of a Specific Plan, Planned Development
Permit, Mixed-Use, or Master Plan Communities Development Project and the City of San Jacinto that allows for
the establishment of unique policies, placement and on-going funding for maintenance and support for large scale
projects that may include a mixture of on-site and off-site public art throughout a community. The Alternative
Placement Plan does not dissolve or reduce a Development Projects Public Art Contribution, but does allow for
flexibility in the application of the standards listed in this Chapter.
“Art in Public Places Committee” means an ad-hoc committee of city employees selected by the City Manager to
make recommendations to the City Council. At the City Manager’s sole discretion, the comm ittee may include
outside individuals.
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Ordinance 20-07 – Exhibit “1”
“Artist” means a person who has a reputation among peers as a person of artistic excellence, through a record of
exhibitions, public commissions, sale of works, or educational attainment as judged by the reviewing bo dy with final
design review authority for the development project.
“Capital Improvement Projects” means projects that are included in the City’s Capital Improvement Program.
“Committee” means the “Arts in Public Places Committee.”
“Community Amenities Fund” means a fund established and maintained by the City of San Jacinto for the purpose
of funding public art and cultural programming consistent with the public art program. The Community Amenities
Fund is collected for residential developments. For non-residential projects, see “Public Art Fund.”
“Day Care Facilities” has the same meaning as in Section 26001 of the Business and Professions Code. “Day care
center” means a child day care facility other than a family day care home, and includes infant center s, preschools,
extended day care facilities, and schoolage child care centers, and includes child care centers licensed pursuant to
Section 1596.951 [of the Health and Safety Code] (Section 26001 of the Business and Professions Code references
Section 1596.76 of the Health and Safety Code)
“Developer” means the person or entity that is financially and legally responsible for the planning, development and
construction of any development project covered by this chapter, who may, or may not, be the owner of th e subject
property.
“Development project” means a project involving the construction of any new residential, commercial (including
office and retail uses), industrial, or any mixed use building, tenant improvements, additions to an existing building,
or the rehabilitation, renovation, remodeling or improvement of an existing building.
“Director” means the Community Development Director, or a designee of the Community Development Director or
the City Manager.
“Electric Vehicle Charging Station” means the total components and subsystems that, in combination, connects an
electric vehicle (EV) to a source of electricity to recharge electric cars, neighborhood electric vehicles and plug -in
hybrids.
“Installation date” means the actual date on which the public art is installed on site.
“Maintenance” means to keep in continuance or in a certain state, as of repair.
“Non-Residential Construction” means the addition or alteration of any non -residential structure.
“Program” means the Art in Public Places Program.
“Public art” means an original work of a permanent nature in any variety of media produced by an artist which may
include sculpture, murals, photography and original works of graphic art, water features, neon, glass, mosaics, or
any combination of forms of media, furnishing or fixtures permanently affixed to the building or its grounds, or a
combination thereof, and may include architectural features of the building such as decorative handrails, stained
glass and other functional features which have been enhanced to be visually appealing. City commissioned public art
may also include pieces as identified above which may be moved from time to time as a gallery collection and
placed in public buildings such as City Hall, the library, parks, Estadillo Mansion and other publicly accessible
facilities.
Public art does not include the following:
1. Art objects that are mass produced of standard design such as playground equipment, benches, statuary
objects or fountains;
2. Decorative or functional elements or architectural details, which are designed solely by the building
architect as opposed to an artist commissioned for this purpose working individually or in collaboration
with the building architect;
4.6.b
Packet Pg. 412 Attachment: Ordinance No. 20-07 - Exhibit "A" (Establishment of the San Jacinto Arts in Public Places Program.) City Council Staff Report - June 16, 20203.A.6.c
Packet Pg. 132 Attachment: June 16, 2020 City Council Staff Report (Second Reading of Ordinance 20-07 Establishing the San Jacinto Arts in Public Places
Ordinance 20-07 – Exhibit “1”
3. Landscape architecture and landscape gardening except where these elements are designed by the artist and
are an integral part of the work of art by the artist;
4. Directional elements such as super graphics, signage as defined in the San Jacinto Municipal Code Chapter
17.335, or color coding except where these elements are integral parts of the original work of art or
executed by artists in unique or limited editions;
5. Interpretive programs;
6. Reproductions, by mechanical or other means, of original works of art, except in cases of film, video,
photography, print making, or other media arts, specifically commissioned by the city;
7. Services or utilities necessary to operate or maintain the artwork over time;
8. Existing works of art offered for sale or donation to the city which do not have an established and
recognized significance as public art among arts professionals and art appraisers as judged by the Art in
Public Places Committee or City Council;
9. Works of art which are not visible to the general Public
10. Works of art which cannot be reasonably maintained within the resources allocat ed by the City of San
Jacinto;
11. Logos or corporate identity.
“Public Art Contribution” means the dollar amount required to be contributed to public art pursuant to this chapter.
“Public Art Fund” means a fund established and maintained by the City of San Ja cinto for the purpose of funding
public art and cultural programming consistent with the public art program. The Public Art Fund is collected for
non-residential developments. For residential projects, see “Community Amenities Fund.”
“Public construction project” means any city-funded construction or reconstruction project excluding Capital
Improvement Program projects.
“Public place” means any exterior area on public or private property which is clearly visible to the general public. If
located on private property, the area must be clearly visible from adjacent public property such as a street or other
public thoroughfare, sidewalk, or path.
“Public Project” mean a project that is financed by a governmental agency and is owned, and may be operated by
the governmental agency. Public Projects to not include roadway, drainage, or other infrastructure type projects.
“Remodel.” See “Alteration.”
“Repair” means the reconstruction or renewal of any part of an existing building for the purpose of its maintenance.
“Residential Construction” means the new construction of one or more residential dwelling units.
“Senior Housing Projects (Covenant Restricted)” shall have the same definition at Chapter 17.800.020 – Senior
Residential Projects (Land Use). Dwellings designed for persons at least 62 years of age, or a person at least 55
years of age who meets the qualifications found in Civil Code Section 51.3. Includes senior apartments, retirement
communities, retirement homes, homes for the aged. Does not include extended care facilities such as convalescent
homes or skilled nursing facilities (“Medical Services - Extended Care”); assisted living facilities or senior care
facilities (“Residential Care Facilities”).
“Solar photovoltaic system” means the total components and subsystems that, in combination, convert solar energy
into electric energy suitable for connection to a utilization load.
4.6.b
Packet Pg. 413 Attachment: Ordinance No. 20-07 - Exhibit "A" (Establishment of the San Jacinto Arts in Public Places Program.) City Council Staff Report - June 16, 20203.A.6.c
Packet Pg. 133 Attachment: June 16, 2020 City Council Staff Report (Second Reading of Ordinance 20-07 Establishing the San Jacinto Arts in Public Places
Ordinance 20-07 – Exhibit “1”
“Valuation” means the estimated construction cost for a Development Project based on the current International
Code Council (ICC) Valuation Tables, or the contract cost, whichever is greater. Valuation does not include off -site
improvements.
12.35.030 Applicability.
A. The Program shall apply to any of the following Development Projects:
1. New Residential Construction.
2. New Non-Residential Construction (Commercial, Industrial, Institutional, or Mixed-Use) where the
valuation of the Development Project is $100,000 or more.
3. Tenant Improvement for Non-Residential Construction where the valuation of the Development
Project is $100,000 or more.
4. Public Project that is otherwise subject to City Development Impact Fees.
12.35.040 Exemptions.
A. The following Development Projects are exempt from the Arts in Public Places Program. To the extent that
all or some portion of the project includes one or mo re of the “exclusion items” identified below, those
portions of the project shall be excluded from the definition of “Development Project”; thus, those portions
of construction shall not be subject to the requirements of this chapter:
1. Capital Improvement Projects
2. Day Care Facilities
3. Electric Vehicle Charging Stations
4. Fire sprinkler installation work items
5. Historic preservation or restoration
6. Maintenance of an existing building
7. Projects Explicitly exempted by Development Agreements
8. Public Park Projects
9. Publically Financed or Operated Museums, Cultural Centers, and Civic Centers
10. Repair or reconstruction of structures which have been damaged by fire, flood, wind, earthquake or
other calamity
11. Seismic retrofit or flood protection projects work items
12. Senior Housing Projects (Covenant Restricted)
13. Solar (photo voltaic) system applications
12.35.050 Program Requirements.
A. Prior to the issuance of a Building Permit, the Developer of any Development Project subject to the
Program shall pay or deposit the minimum amount determined by the fee methodology established by
Resolution (3806) of the City Council.
B. No permanent or temporary Certificate of Occupancy shall be issued for any structure in the City unless the
Program requirements have been satisfied.
4.6.b
Packet Pg. 414 Attachment: Ordinance No. 20-07 - Exhibit "A" (Establishment of the San Jacinto Arts in Public Places Program.) City Council Staff Report - June 16, 20203.A.6.c
Packet Pg. 134 Attachment: June 16, 2020 City Council Staff Report (Second Reading of Ordinance 20-07 Establishing the San Jacinto Arts in Public Places
Ordinance 20-07 – Exhibit “1”
C. The Developer shall not be reimbursed or otherwise compensated for paying or contributing more than
required by the Resolution.
D. Public Art fees are paid to the Building and Safety Department prior to issuance of a Certificate of
Occupancy.
12.35.060 Developer Options.
A. The Developer of a non-residential Development Project may:
1. Elect to install a permanent public art piece(s) as part of the Development Project subject to the
Standards outlined in Chapter 12.35.070 – Standards. The Developer and Property Owner shall enter
into a long-term maintenance agreement as outlined in Section 12.35.090 with the City. The
maintenance agreement requires that the Developer / Property Owner and successors in interest, are
responsible for the ongoing maintenance, repair and replacement, as necessary, to keep the work of art
in good condition during the term of the agreement.
a. Using this option, the Developer may:
i. Select the artist directly; or,
ii. Hire a professional consultant to select an artist or artist team to create site -specific
artwork. Reimbursement of the consultant shall not exceed 5% of the total Public Art
Contribution.
b. The Developer shall submit a deposit for the Public Arts Fee to the City prior to issuance of
Building Permits. Upon completion of the installation and inspection of the public art piece and
recordation of the maintenance agreement, the Developer shall submit a detaile d cost
breakdown/invoice outlining all of the costs associated with the installation of the public art piece.
The Committee shall review the cost breakdown/invoice to determine the reimbursable costs as
outlined in Section 12.35.080. The Developer will be reimbursed Eligible Costs up to the amount
of the deposit.
2. Elect to purchase an existing artwork or commission an original artwork for donation as a gift to the
City of San Jacinto's public art collection. Donations to the City are reviewed by the Committ ee and
the City Council to determine the aesthetic quality of the donation, the work's maintenance
requirements and the appropriateness of the donation to the overall goals of the Program. Donation,
delivery and acceptance of such work that occurs prior to the issuance of Building Permits shall
exempt from the Developer from payment of the Public Art Fee. Donation, delivery or acceptance of
such work that occurs after issuance of Building Permits shall require payment of the Public Art Fee
prior to Building Permit Issuance and will be reimbursed upon donation, delivery and acceptance by
the City.
3. Elect to pay the Public Art Fund in-lieu fee. Payment of the Public Art Fee shall be made prior to
Building Permit Issuance. Funds are subsequently used by the City of San Jacinto on publicly sited
projects.
B. The Developer of a residential Development Project:
1. Shall pay the Community Amenities in-lieu fee. Payment of the Community Amenities shall be made
prior to Building Permit Issuance. Funds are subsequently used by the City of San Jacinto on publicly
sited projects.
2. For Specific Plan, Planned Development Permit, Mixed -Use, or Master Plan Communities, the
Developer may enter into an agreement with the City for an Alternative Placement Plan.
12.35.070 Standards.
A. Site Criteria for Developers
4.6.b
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Packet Pg. 135 Attachment: June 16, 2020 City Council Staff Report (Second Reading of Ordinance 20-07 Establishing the San Jacinto Arts in Public Places
Ordinance 20-07 – Exhibit “1”
1. Eligible Public Art Locations
a. Such facilities include commercial or residential buildings and adjoining plazas, parks,
sidewalks, traffic islands, public buildings, power stations, etc.
b. Spaces may only be exterior and must be accessible to the public at all times.
c. Locations can include surface treatments of buildings, retaining walls, and bridges. The
definition of "location" can also be expanded by an artist's ability to extend the possibilities
for public art, and would then be determined on a case-by-case basis.
d. Projects can also include artist-designed features that might otherwise be provided by
commercial sources, such as gates, water fountains, tile and surface materials, doors,
furniture, clocks, lighting fixtures, railings, signage, etc. by using public art allocations to
supplement and enhance the budget.
2. Eligible Public Art Components
The Art in Public Places Program is receptive to the broadest definitions of art and encourages
imaginative interpretations of media. The possible media and materials, which might be used for
permanent installation, decorative or functional purpose, include:
a. Sculpture: Free standing, wall supported or suspended, kinetic, electronic, etc., in any material
or combination of materials.
b. Painted and mosaic murals.
c. Earthworks, fiberworks, neon, glass, mosaics, photographs, prints, calligraphy, any
combination of forms of media including sound, film, holographic and video systems, hybrids
of any media and new genres.
d. Standardized fixtures such as gates, streetlights, signage, etc., may be contracted to artists for
unique or limited editions.
B. Eligibility. Artworks may be:
1. Singular, discrete objects (sculpture).
2. Artist designed amenities (streetscapes, paving treatments, lighting standards and treatme nts, benches,
wayfinders, architecturally integrated water features, artist designed landscape treatments or other artist
designed amenities or aesthetic treatments).
3. Artworks must be located outside in publicly accessible locations.
4. If artwork is part of a limited edition series, the series must be no larger than 20.
C. All Projects shall comply with all applicable policies and design guidelines established under Section
12.35.100.
12.35.080 Eligible and Ineligible Costs for Private Development.
A. Eligible Costs for Reimbursement. All artworks created by artists are considered eligible expenses for the
Art in Public Places Program as well as the following:
1. Structures, which enable the display of artwork(s).
2. Artists' budgets for projects, which will be expected to cover:
a. Professional fees for the artist(s).
4.6.b
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Packet Pg. 136 Attachment: June 16, 2020 City Council Staff Report (Second Reading of Ordinance 20-07 Establishing the San Jacinto Arts in Public Places
Ordinance 20-07 – Exhibit “1”
b. Labor of assistants, materials, and contracted services required of the production and
installation of the work of art.
c. Any required permit or certificate fees.
d. Business and legal costs directly related to the project.
e. Studio and operating costs.
f. Communication and other indirect costs (insurance, utilities).
g. Travel expenses of the artist for site visitation and research.
h. Transportation of the work of art to the site.
i. Preparation of site to receive artwork.
j. Installation of the completed work of art.
k. Documentation (color and black and white photographs) of the artwork.
3. Subcontractors including fabricators, engineers, contractors, signage, etc.
4. Installation of lighting with the explicit intent to light the artwork.
B. Ineligible Costs for Reimbursement. The following are ineligible for consideration as contribution to the
Public Arts Program.
1. Directional elements such as supergraphics, signage, or color-coding except where these elements are
integral parts of the original work of art.
2. “Art objects" which are mass-produced of standard design such as playground equipment, fountains, or
statuary objects.
3. Reproductions, by mechanical or other means, of original works of art.
4. Decorative, ornamental, or functional elements that are designed by the building architect as opposed
to an artist commissioned for this purpose.
5. Landscape architecture and landscape gardening except where these elements are designed by the artist
and/or are an integral part of the work of art by the artist.
6. Services or utilities necessary to operate or maintain the artwork over time.
7. Artwork maintenance.
12.35.090 Private Ownership and Maintenance Requirements.
A. Public Art Ownership. All privately sited art pieces shall remain the property of the property owner for
the life of the project. Title and ownership of the artwork shall transfer in whole or in part to any successor
in interest of the art pieces.
B. Maintenance. The owner of the artwork shall provide all maintenance necessary to preserve the work in
good condition. In addition, the owner of artwork shall maintain in full force and effect fire and extended
insurance coverage, including but not limited to vandalism coverage, in a minimum amount of the purchase
price of said artwork. Failure to maintain the artwork will make the owner subject to possible liens against
the real property.
C. Recording of Art in Public Places Maintenance Agreement. Owner must execute a recordable Art in
Public Places Maintenance Agreement (“Maintenance Agreement”) regarding ownership and maintenance
4.6.b
Packet Pg. 417 Attachment: Ordinance No. 20-07 - Exhibit "A" (Establishment of the San Jacinto Arts in Public Places Program.) City Council Staff Report - June 16, 20203.A.6.c
Packet Pg. 137 Attachment: June 16, 2020 City Council Staff Report (Second Reading of Ordinance 20-07 Establishing the San Jacinto Arts in Public Places
Ordinance 20-07 – Exhibit “1”
of the artwork utilizing the City Standard “Maintenance Agreement.” The Maintenance Agreement shall
have a term of the life of the project, or 20 years, whichever occurs first. The Agreement must be recorded
with the County Recorder of the County of Riverside prior to issuance of Certificate or Temporary
Certificate of Occupancy.
D. Removal or Alteration of the Work. Public art installed onto or integrated into a private construction
project shall not be removed or altered without the approval of the Committee during Maintenance
Agreement. In such an event, the owner shall contribute funds equal to the Public Art Fee applicable at the
time of original permit issuance, or replace the work with another of equal value, as approved by the City.
The property owner may be subject to fines or liens against the real property for failure to comply.
E. Review. Any proposed public art will be reviewed by the Committee for compliance with all applicable
standards and guidelines. A recommendation will be made to the City Council who has final authority on
the public art installation.
12.35.100 Administrative Policies and Program Guidelines.
The City Manager is authorized to establish and maintain written administrative policies as program guidelines,
which shall implement the requirements of this chapter. A copy of the program guidelines shall be maintained by the
Community Development Department. The program guidelines shall be approved by the City Manager, based on the
recommendation of the Director. The program guidelines may include, but are not limited to, the following
elements:
A. Standards for eligible public art works.
B. Media and materials in public art.
C. Standards for placement and site selection of public art.
D. Standards for placement of public art on both public and private development sites .
E. Role and procedures of the art in public places committee.
F. Art selection process.
G. Art selection standards and criteria.
H. Maintenance and conservation of public art works.
I. Staffing and administration of the public arts program.
J. Public art collection review and de-accessioning.
K. Catalog and inventory procedures for the collection of art installed under this chapter.
12.35.110 Review and Approval Process.
A. All decisions regarding funding public art projects utilizing the Public Art Fund or approval of art for
Developer installed Public Art shall be made by the City Council upon recommendation of the Committee .
B. Alternative Placement Plans may be considered for Specific Plan, Planned Development Permit, Mixed -
Use, or Master Plan Communities. The Alternative Placement Plan allows for the City and Developer to
create unique policies, placement and on-going funding for maintenance and support fo r large scale
projects that may include a mixture of on-site and off-site public art throughout a community. The
Alterative Placement Plan shall be reviewed by the Committee before making a recommendation to the
City Council. The Alternative Placement Plan does not dissolve or reduce a Development Projects Public
Art Contribution, but does allow for flexibility in the application of the standards listed in this Chapter.
4.6.b
Packet Pg. 418 Attachment: Ordinance No. 20-07 - Exhibit "A" (Establishment of the San Jacinto Arts in Public Places Program.) City Council Staff Report - June 16, 20203.A.6.c
Packet Pg. 138 Attachment: June 16, 2020 City Council Staff Report (Second Reading of Ordinance 20-07 Establishing the San Jacinto Arts in Public Places
Ordinance 20-07 – Exhibit “1”
12.35.120 Appeal.
A. Eligibility. An appeal in compliance with this Chapter may be filed by any person for actions taken by City
Staff regarding (1) the applicability of the program, (2) application of exemptions, and (3) miscalculation of
the Public Arts Fee amount. Decisions of the City Council are final and cannot be appealed.
B. Timing and form of appeal. An appeal shall be submitted in writing and shall specifically state the
pertinent facts and the basis for the appeal.
1. The pertinent facts and the basis for the appeal shall include, at a minimum, the specific grounds for
the appeal, where there was an error or abuse of discretion by the previous review authority (e.g.,
Commission, Development Review Committee, Director, or other City official) in the consideration
and action on the matter being appealed, and/or where the decision was not supported by the evidence
on the record.
2. The appeal shall be accompanied by the filing fee identified in the City’s Planning Fee Schedule.
C. Judicial Review. No person shall seek judicial review of a City decision on any matter in compliance with
this Chapter unless and until all available appeals to Council have been first exhausted in compliance with
this Chapter.
4.6.b
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Packet Pg. 139 Attachment: June 16, 2020 City Council Staff Report (Second Reading of Ordinance 20-07 Establishing the San Jacinto Arts in Public Places
STATE OF CALIFORNIA ) RESOLUTION NO. 3806
COUNTY OF RIVERSIDE)ss
CITY OF SAN JACINTO )
A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF SAN
JACINTO, CALIFORNIA ESTABLISHING A SCHEDULE OF FEES AND
CHARGES AND CONSOLIDATION OF THE COMMUNITY AMENITIES
FUNDS FOR THE ARTS IN PUBLIC PLACES PROGRAM
WHEREAS, the City Council (“City Council”) of the City of San Jacinto (“City”)
desires to promote and support the public display and public appreciation of art in the
City; and
WHEREAS, the establishment of an Arts in Public Places Program will facilitate
the artistic and aesthetic goals of the City; and
WHEREAS, arts and cultural activities are an essential part of a healthy community
life and make significant contributions to the quality of life in San Jacinto; and
WHEREAS, the creation of an Arts in Public Places Program will further the goals
laid out in the Arts and Culture Element of the San Jacinto General Plan by identifying
opportunities for arts enrichment and assisting in the development of implementation
strategies by advising the City Council on ways to support and expand the local arts
community; and
WHEREAS, the City desires to form an Arts in Public Places Program to
encourage, stimulate, promote, and foster programs for the cultural enrichment of the City
and its inhabitants; and
WHEREAS, Public art is uniquely accessible and enables people to experience
art in the course of daily life, outside of museums or other cultural institutions; and
WHEREAS, Public art can create civic icons, but it also can transform o ur
playgrounds, parks, public buildings, and shopping centers into more vibrant expressions
of human imagination; and
WHEREAS, the City Council is authorized pursuant to Article XI, Section 7 of the
California Constitution and pursuant to the California Government Code to establish and
impose on development project development impact fees ("Development Impact Fees")
for the purpose of defraying all or a portion of the cost of public improvements, public
services and community amenities attributable to such development project; and
WHEREAS, the continuing growth of the City, combined with the continued
expectation of high quality facilities by persons who live and work in the city, and
4.6.c
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Packet Pg. 140 Attachment: June 16, 2020 City Council Staff Report (Second Reading of Ordinance 20-07 Establishing the San Jacinto Arts in Public Places
reductions by the State of California in property tax allocations to local governments have
been catalysts for the review of the City's existing and future Public Improvements made
necessary by new development; and
WHEREAS, pursuant to Ordinance No. 20-07, the City Council has established
the “Arts in Public Places Fund” into which shall be deposited all fees paid pursuant to
Chapter 12.35. The funds shall be used for the acquisition, installation, improvement,
procurement, and maintenance of artwork to be displayed in the City, the administration
of the Art in Public Place Program, and for community Public Art Education Programs;
and
WHEREAS, Chapter 12.35 defines the Developer options and reimbursement
procedures for placement of artwork on private property and that which is donated to the
City; and
WHEREAS, the City Council finds that the approval of development projects is of
special benefit to Applicants and that development projects constructed by Applicants
impose a special burden upon Public Improvements separate and apart from and in
addition to that of the public; and therefore, in the interests of fairness to the general
public, the City desires to better recover the costs of development impacts upon Public
Improvements from Applicants who have obtained the City's approval for development
projects; and
WHEREAS, on May 19th, 2005, the City Council adopted Ordinance No. 5-18
which established the Community Amenities fee for Single -Family and Multi-Family
Residential Developments; and
WHEREAS, on September 6th, 2016, the City Council adopted Resolution No.
3645, forming a Public Arts Commission to promote and support the public display and
appreciation of art in the city; and,
WHEREAS, on April 21, 2020, the City Council provided direction to City Staff on
the formation of an Arts in Public Places Program including the excising of fees to
financially support the program; and
WHEREAS, the City has multiple policies, Ordinances and Resolutions adopted
over the years that are contradictory and the City desires to consolidate the Arts in Public
Places program into a single policy document; and
WHEREAS, all other legal prerequisites to the adoption of this Resolution have
occurred.
NOW THEREFORE, BE IT RESOLVED, determined, and ordered by the City
Council of the City of San Jacinto, California as follows:
SECTION 1. Resolution No. 3645 is hereby recinded in its entirety.
4.6.c
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SECTION 2. This Resolution superceeds any previously adopted Resolution or
Ordinance where conflict exists.
SECTION 3. Pursuant to the authority set forth in Section 12.35.050 of the San
Jacinto Municipal Code, the City Council hereby implements the Art
in Public Places Fee as follows:
Single-Family
Residential
Multi-Family
Residential Non-Residential Public Projects
Fee Rate $630.00 /
dwelling unit
$532.00 /
dwelling unit
1.0% of
Development
Project
Valuation
0.5% of
Development
Project
Valuation
Fee Name Community
Amenities
Community
Amenities
Art in Public
Places Fund
Art in Public
Places Fund
Notes
Existing fee established under
Ordinance No. 05-18. No changes
in fee amount or methodology.
New fee applicable to projects
submitted for plan check after the
effective date of this Resolution.
SECTION 4. Payment of the Arts in Public Places Fee shall apply to all
Development Projects set forth in Chapter 12.35 – Arts in Public
Places of the San Jacinto Municipal Code.
SECTION 5. The purpose of the Arts in Public Places is to install, aquire, maintain,
repair, replace, and promote Public Art in the City of San Jacinto.
SECTION 6. Public Art may consist of various mediums including murals,
paintings, sculptures, artistic hardscape, hardware, water features,
etc. as determined appropriate by the City Council.
SECTION 7. If any section, subsection, sentence, clause, phrase or word of this
Resolution is for any reason held to be invalid or unconstitutional by
the decision of any court of competent jurisdiction, such decision
shall not affect the validity of the remaining portions of this
Resolution. The City Council hereby declares that it would have
adopted this Resolution, and each and every section, subsection,
sentence, clause, or phrase not declared invalid or unconstitutional
without regard to whether any portion or the Resolution would be
subsequently declared invalid or unconstitutional.
SECTION 8. Custodian of Records. The documents and materials that
constitute the record of proceedings on which these findings are
based are located at the City Clerk’s office located at 595 S. San
4.6.c
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Jacinto Avenue, San Jacinto, CA 92583. The custodian for these
records is the City Clerk.
SECTION 9. Severability. If any provision of this Resolution or the application
thereof to any person or circumstance is held invalid, such invalidity
shall not affect other provisions or applications of this Resolution
which can be given effect without the invalid provision or application,
and to this end the provisions of this Resolution are severable. The
City Council hereby declares that it would have adopted this
Resolution irrespective of the invalidity of any particular portion
thereof.
SECTION 10. Effecitve Date. Resolution No. 3806 shall be effective concurrent
with Ordinance No. 20-06.
4.6.c
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PASSED, APPROVED and ADOPTED at a regular meeting of the City Council of the
City of San Jacinto on the 16th day of June, 2020 by the following vote:
AYES:
NAYS:
ABSENT:
ABSTAIN:
CITY OF SAN JACINTO:
_____________________________
Andrew Kotyuk, Mayor
ATTEST:
_____________________________________
Angela Walton, City Clerk
APPROVED AS TO FORM:
BEST BEST & KRIEGER LLP
_____________________________________
Michael J. Maurer, City Attorney
4.6.c
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CERTIFICATION
STATE OF CALIFORNIA)
COUNTY OF RIVERSIDE) ss
CITY OF SAN JACINTO)
I, Angela Walton, duly appointed City Clerk of the City of San Jacinto, do hereby
certify that the foregoing Resolution No. 3806 was duly passed, approved and adopted
at a regular meeting of the City Council of the City of San Jacinto on the 16th day of June,
2020, by the following vote:
AYES:
NAYS:
ABSENT:
ABSTAIN:
WITNESS MY HAND AND OFFICIAL SEAL the 16th day of June 2020.
_________________________
Angela Walton, City Clerk
City of San Jacinto
4.6.c
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Packet Pg. 145 Attachment: June 16, 2020 City Council Staff Report (Second Reading of Ordinance 20-07 Establishing the San Jacinto Arts in Public Places
ART IN PUBLIC PLACES
LIVE
WORK
PLAY
Arts and cultural activities are an essential part of a healthy community life and they
make significant contributions to the quality of life in San Jacinto.
Public art is uniquely accessible and enables people to experience art in the course of
daily life,outside of museums or other cultural institutions.
Public art can create civic icons,but it also can transform our playgrounds,parks,public
buildings,and shopping centers into more vibrant expressions of human imagination.
PROGRAM
GUIDELINES AND
OVERVIEW
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Packet Pg. 146 Attachment: June 16, 2020 City Council Staff Report (Second Reading of Ordinance 20-07 Establishing the San Jacinto Arts in Public Places
CITY OF SAN JACINTOCONTACTS
2
The Arts in Public Places Program is overseen by the City’s Community Development Department.
Certain questions,however,may be better addressed by the City’s Planning or Building Division.Below is
a short list of topics and contact information for your convenience:
Art in Public Places Program, Community Development Department:
Program overview; site selection; artist qualifications; Art in Public Places Committee; approval process
and requirements; maintenance, conservation, and replacement.
Phone: (951) 487-7330
Planning Division, Community Development Department:
Art placement and size restrictions, development application processes.
Phone: (951) 487-7330 Planning@SanJacintoCA.gov
Building & Safety Division, Community Development Department:
Building permits for installation; deposit of Arts in Public Places funds; questions about estimating and
calculating the total project building valuation (to calculate the required Art in Public Places Fee).
Phone: (951) 487-7330 Building@SanJacintoCA.gov
Code Enforcement Division, Community Development Department:
Notices about compliance with maintenance or replacement.
Phone: (951) 487-7330 CodeEnforcement@SanJacintoCA.gov
Connect with us online at www.sanjacintoca.gov or by visiting one of our social media pages:
https://www.facebook.com/cityofsanjacintoca/
https://www.instagram.com/cityofsanjacinto_official/
https://twitter.com/citysanjacinto
https://nextdoor.com/agency/city-of-san-jacinto/
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Packet Pg. 147 Attachment: June 16, 2020 City Council Staff Report (Second Reading of Ordinance 20-07 Establishing the San Jacinto Arts in Public Places
SAN JACINTOCITY COUNCIL
3
Andrew Kotyuk
Mayor
Crystal Ruiz
Mayor Pro Tem
Alonso Ledezma
Councilmember
Russell Utz
Councilmember
Joel Lopez
Councilmember
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Packet Pg. 148 Attachment: June 16, 2020 City Council Staff Report (Second Reading of Ordinance 20-07 Establishing the San Jacinto Arts in Public Places
TABLE OFCONTENTS
Section 1: Introduction 5
Section 2: City Ordinance 6
Section 3: Policy Guidelines 11
Section 4: Donation Policy 14
Section 5: Loan Policy 16
Section 6: Safety Policy 19
Section 7: Maintenance Policy 21
Section 8: Deaccession Policy 23
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Packet Pg. 149 Attachment: June 16, 2020 City Council Staff Report (Second Reading of Ordinance 20-07 Establishing the San Jacinto Arts in Public Places
INTRODUCTION
The intent of the City of San Jacinto’s Art in
Public Places Program is to provide a diverse
and culturally rich environment for San Jacinto
residents and visitors.
Public art expresses the confidence, vitality and
optimism of the community and reflects the
highest ideals of its citizens resulting in a more
beautiful and livable city.
It celebrates our community identity by
developing collections of artwork, which have
strong inherent aesthetic quality and represent
diverse communities through a wide range of
artistic styles and disciplines.
3
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Packet Pg. 430 Attachment: Art in Public Places Program Guidelines and Overview - Draft (Establishment of the San Jacinto Arts in Public Places Program.) City Council Staff Report - June 16, 20203.A.6.c
Packet Pg. 150 Attachment: June 16, 2020 City Council Staff Report (Second Reading of Ordinance 20-07 Establishing the San Jacinto Arts in Public Places
CITYORDINANCE
In 2020, the City Council adopted
Ordinance No. 20-07 adding
Chapter 12.35 –Art in Public
Places to the City of San Jacinto
Municipal Code.
Chapter 12.35 serves as the
conduit for community
enrichment by providing the
framework for Art in Public
Places. It recognizes that art in a
public setting is vital to a livable
community and contributes to
economic development.
The following pages summarize
Chapter 12.35 and is provided as
a quick reference guide. Refer to
the City website for the complete
text.
Semper Fi –Marine Corp Memorial –Druding Park
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Packet Pg. 151 Attachment: June 16, 2020 City Council Staff Report (Second Reading of Ordinance 20-07 Establishing the San Jacinto Arts in Public Places
CITYORDINANCE
The purpose of the Arts in Public Places Chapter is to authorize the establishment of guidelines,
procedures and standards for the integration of public art into new private and public construction
projects throughout the City of San Jacinto. The Program shall be identified as “Art in Public Places.”
The intent of the City of San Jacinto’s Art in Public Places Program is to provide a diverse and culturally
rich environment for San Jacinto residents and visitors. Public art expresses the confidence, vitality and
optimism of the community and reflects the highest ideals of its citizens resulting in a more beautiful and
livable city. It celebrates our community identity by developing collections of artwork, which have strong
inherent aesthetic quality and represent diverse communities through a wide range of artistic styles and
disciplines.
Public art helps create a more
livable and visually stimulating
city. The presence of and
access to public art enlivens
the public areas of buildings
and their grounds and makes
them more welcoming. It
creates a deeper interaction
with the places where we live,
work and visit.
The visual and aesthetic
quality of development
projects has a significant
impact on property values, the
local economy and vitality of
the city. Public art illuminates
the diversity and history of a
community, and points to its
aspirations for the future. A
wealth of art and culture in the
public realm will foster the
economic development of the
community.
Estudillo Mansion –Estudillo Park
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Packet Pg. 432 Attachment: Art in Public Places Program Guidelines and Overview - Draft (Establishment of the San Jacinto Arts in Public Places Program.) City Council Staff Report - June 16, 20203.A.6.c
Packet Pg. 152 Attachment: June 16, 2020 City Council Staff Report (Second Reading of Ordinance 20-07 Establishing the San Jacinto Arts in Public Places
The Arts in Public Places Program applies to all of the following Development Projects:
•New Residential Construction.
•New Non-Residential Construction (Commercial, Industrial, Institutional, or Mixed-Use) where the
valuation of the Development Project is $100,000 or more.
•Tenant Improvement for Non-Residential Construction where the valuation of the Development Project
is $100,000 or more.
•Public Project.
The following Development Projects are exempt from the Arts in Public Places Program.
•Capital improvement projects
•Day care facilities
•Electric vehicle charging stations
•Fire sprinkler installation work items
•Historic preservation or restoration
•Maintenance of an existing building
•Projects explicitly exempted by
Development Agreements
•Public park projects
•Publically financed or operated
museums or cultural centers
•Repair or reconstruction of structures
which have been damaged by fire, flood,
wind, earthquake or other calamity
•Seismic retrofit or flood protection
projects work items
•Senior housing projects (covenant
restricted)
•Solar (photo voltaic) system
applications
CITYORDINANCE
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Packet Pg. 433 Attachment: Art in Public Places Program Guidelines and Overview - Draft (Establishment of the San Jacinto Arts in Public Places Program.) City Council Staff Report - June 16, 20203.A.6.c
Packet Pg. 153 Attachment: June 16, 2020 City Council Staff Report (Second Reading of Ordinance 20-07 Establishing the San Jacinto Arts in Public Places
CITYORDINANCE
The Arts in Public Places Program requires that all Developers of applicable Development Projects
contribute to Public Art in the City of San Jacinto. Contribution for non-residential Development Projects
can be made in three ways:
Option 1: Installation of Public Art within a Development Project;
•Option 1 allows for the Developer to install a permanent public art piece on the Development Project
Site. For this option, the Developer would need to enter into a long-term Maintenance Agreement with
the City of San Jacinto to ensure that the art piece is maintained for the life of the project, or the life of
the Maintenance Agreement (generally 20 or more years). By selecting this option, the Developer may
(1) select the artist directly or (2) hire a consultant to select an artist or artist team. Prior to the
issuance of a Building Permit, the Developer would need to deposit an amount equal to the Art in Public
Places Contribution (calculation on next page) that will be used to reimburse the Developer for
reimbursable costs associated with the installation of the art piece. For a list of reimbursable and non-
reimbursable costs, please refer to Section 12.35.080 of the San Jacinto Municipal Code.
Option 2: Donation of a Public Art Piece to the City;
•Option 2 allows for the Developer to donate a public art piece to the City for installation at a location of
the City’s choosing. This option does not require a long-term maintenance agreement but does require
that the Arts in Public Places Committee (“Committee”) and the City Council determine the aesthetic
quality of the donation, the work's maintenance requirements and the appropriateness of the donation
to the overall goals of the Program before accepting the Donation. Donation, delivery or acceptance of
such work, that occurs after issuance of Building Permits shall require payment of the Public Art Fee
prior to Building Permit Issuance and will be reimbursed upon donation, delivery and acceptance by the
City.
Option 3: Payment of the Art in Public Places In-Lieu Fee;
•Option 3 allows for the Developer to pay the Public Art Fund in-lieu fee. This option does not require a
long-term maintenance agreement nor acceptance by the Committee or the City Council. Similar to
options 1 and 2, payment of the In-Lieu Fee must be made prior to the issuance of Building Permits.
For residential Development Projects, the Developer of a Specific Plan, Planned Development Permit,
Mixed-Use Project or Master Planned Committee may elect to enter into an Alternative Placement Plan
with the City that would allow for a public-private partnership of the Public Art. The Alternative Placement
Plan does not reduce the required contribution amount, but provides for a more creative approach to
public art for larger projects. Alternatively, the Developer may elect to pay the Community Amenities In-
Lieu Fee.
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Packet Pg. 154 Attachment: June 16, 2020 City Council Staff Report (Second Reading of Ordinance 20-07 Establishing the San Jacinto Arts in Public Places
CITYORDINANCE
A critical component of the Arts in Public Places program is that the art must be publically accessible
and available for the enjoyment by all of San Jacinto’s residents. To that end, eligible public art
locations are required to be:
•Exterior to commercial and residential building and
accessible to the public at all times.
•Located within plazas, parks, sidewalks, traffic
islands, public buildings, etc.
•Locations can include surface treatments of
buildings, retaining walls, and bridges.
•Projects can also include artist-designed features
that might otherwise be provided by commercial
sources, such as gates, water fountains, tile and
surface materials, doors, furniture, clocks, lighting
fixtures, railings, signage, etc., by using public art
allocations to supplement and enhance the budget.
The Art in Public Places Program is receptive to the
broadest definitions of art and encourages imaginative
interpretations of media. The possible media and
materials, which might be used for permanent
installation, decorative or functional purpose, include:
•Sculpture: Free standing, wall supported or
suspended, kinetic, electronic, etc., in any material or
combination of materials.
•Painted and mosaic murals.
•Earthworks, fiberworks, neon, glass, mosaics,
photographs, prints, calligraphy, any combination of
forms of media including sound, film, holographic
and video systems, hybrids of any media and new
genres.
•Standardized fixtures such as gates, streetlights,
signage, etc., may be contracted to artists for unique
or limited editions.
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Packet Pg. 435 Attachment: Art in Public Places Program Guidelines and Overview - Draft (Establishment of the San Jacinto Arts in Public Places Program.) City Council Staff Report - June 16, 20203.A.6.c
Packet Pg. 155 Attachment: June 16, 2020 City Council Staff Report (Second Reading of Ordinance 20-07 Establishing the San Jacinto Arts in Public Places
POLICYGUIDELINES
The intent of the City of San Jacinto’s Art in Public Places Program is to provide
a diverse and culturally rich environment for San Jacinto residents and visitors.
Public art expresses the confidence, vitality and optimism of the community
and reflects the highest ideals of its citizens resulting in a more beautiful and
livable city. It celebrates our community identity by developing collections
11
of artwork, which have strong
inherent aesthetic quality and
represent diverse communities
through a wide range of artistic
styles and disciplines. Public
Art projects will be evaluated on
the design quality, potential
visual enjoyment, innovation /
risk in concept and technical
approach, and prospective
social interaction. The specific
requirements for the Arts in
Public Places Program are
enumerated in Chapter 12.35 of
the San Jacinto Municipal
Code.
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Packet Pg. 436 Attachment: Art in Public Places Program Guidelines and Overview - Draft (Establishment of the San Jacinto Arts in Public Places Program.) City Council Staff Report - June 16, 20203.A.6.c
Packet Pg. 156 Attachment: June 16, 2020 City Council Staff Report (Second Reading of Ordinance 20-07 Establishing the San Jacinto Arts in Public Places
Selection criteria includes, but is not limited to the following:
•The artist’s and/or proposer’s consideration of the context of the artwork in relation to the proposed
site: scale, materials, form; architectural, historical, geographical, landscaping and social/cultural
context of the site. Works of art must be compatible in scale, materials, form and content with their
surroundings. Consideration shall be given to projects that align with the values, mission and vision
of the City.
•The work’s contribution to the pedestrian friendly culture of San Jacinto.
•The work’s enhancement, advancement, and/or diversification of the Art in Public Places Program.
•The approach or direction of the artistic discipline taken by the work.
•The experimental, edgy, boundary-pushing characteristics or use of a new idea into an artistic
practice of the work.
•The work’s contribution to the Committee’s commitment to represent a range of artistic styles,
materials and types of artworks.
•The advancement of the representation of a diversity of artists (gender, race, and culture) to ensure a
balanced and interesting program.
•Artist: Artwork must be created by an artist or artist team who meets the City’s criteria for artists.
•Artistic Quality: Works of art must be unique and shall include excellence in craftsmanship, originality
in conception, and integrity of materials.
•Media: All forms of media may be considered. Works may be permanently affixed, or incorporated in
the design and/or function of a public space. Temporary exhibits or installations for City Sponsored
Public Art may be considered for extended periods of time.
POLICYGUIDELINES
12
•Permanence: For permanently installed
works, due consideration shall be given
to the work's structural and surface
soundness, and to inherent resistance
to theft, vandalism, weathering, and
excessive maintenance or repair costs.
Materials used shall be durable,
weather resistant and require a low
level of maintenance.
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Packet Pg. 437 Attachment: Art in Public Places Program Guidelines and Overview - Draft (Establishment of the San Jacinto Arts in Public Places Program.) City Council Staff Report - June 16, 20203.A.6.c
Packet Pg. 157 Attachment: June 16, 2020 City Council Staff Report (Second Reading of Ordinance 20-07 Establishing the San Jacinto Arts in Public Places
Selection criteria includes, but is not limited to the following:
•Public Safety: All works of art or temporary installations shall be evaluated to ensure their
compliance with public safety requirements. Safety conditions or factors that may bear on public
liability must be considered in selecting an artist or artwork.
•Appropriateness to Art in Public Places Program Goals: Artworks should address, or artists should
be willing to address within their process, a commitment to enhancing public spaces and giving
character to neighborhoods by supporting the larger design themes of the neighborhood.
•Inoffensive: Because the art will necessarily be highly visible to the public, will be associated with city
requirements, and because the traveling public will have no real opportunity to avoid the visual
aspects of the art, expressions of obvious bad taste or profanity is prohibited. It is the intent of this
criterion to address proposed art, which by its nature, would generally be considered offensive to the
public.
•Community Values: While free artistic expression shall be encouraged, consideration must be given
to the appropriateness of artworks in the context of local community values and social norms.
POLICYGUIDELINES
13
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Packet Pg. 438 Attachment: Art in Public Places Program Guidelines and Overview - Draft (Establishment of the San Jacinto Arts in Public Places Program.) City Council Staff Report - June 16, 20203.A.6.c
Packet Pg. 158 Attachment: June 16, 2020 City Council Staff Report (Second Reading of Ordinance 20-07 Establishing the San Jacinto Arts in Public Places
As one of the Developer options for contribution to the Arts in Public Places
Program, a Developer of an applicable Development Project may elect to
donate a work of art to the City of San Jacinto. San Jacinto’s Art in Public
Places program has limited funds for administration, protection and
maintenance. Likewise, there are a limited number of suitable municipal sites
appropriate for the installation of artwork. To ensure the quality of the
collection, the Art in Public Places Committee (“Committee”) uses the
guidance in this policy to decide if a proposed donation is appropriate for
addition to the City’s collection. The Committee accepts only those works that
will, in its discretion, further the goals of the Art in Public Places Program.
DONATIONPOLICY
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Packet Pg. 439 Attachment: Art in Public Places Program Guidelines and Overview - Draft (Establishment of the San Jacinto Arts in Public Places Program.) City Council Staff Report - June 16, 20203.A.6.c
Packet Pg. 159 Attachment: June 16, 2020 City Council Staff Report (Second Reading of Ordinance 20-07 Establishing the San Jacinto Arts in Public Places
DONATIONPOLICY
Process for Consideration
Individuals or entities interested in donating an artwork shall follow these steps:
a)Submit a complete donation application to the City, obtained from the City website or staff.
b)Provide a maquette, images or the actual work for review. Images can be provided electronically or
by hard copy and should show all sides and provide the proper scale of the work.
c)Submit a cover letter explaining that the artwork is offered to the City and why the work should be
added to the City’s collection.
d)Provide a copy of the artist’s resume or biography information about the artist’s significance; and
images showing a sampling of the artist’s work.
e)Provide information about the artwork’s provenance, exhibition history, a current estimate of value;
and a letter of authenticity from the artist, if possible.
f)Provide a conservation assessment describing the artwork’s condition and a maintenance plan,
including projected costs for maintenance. The plan should include an explanation of the expected
life span of the work while placed in a public environment, and the type of environment
(interior/exterior) in which the artwork may be placed. The plan should also discuss whether the
artwork may be prone to vandalism and how that may be mitigated; it should be authored by the
artist or a qualified conservator.
g)Review the Art in Public Places Safety Policy and sign an acknowledgement that the artwork
complies with all aspects of the safety policy.
h)The Committee or City Council may request additional information.
i)Funds to maintain artwork are limited. When accepting a gift into the collection, the Committee and
City Council may require that the donor sign a maintenance agreement or establish a maintenance
endowment to ensure adequate care for the artwork. The Committee and City Council are unlikely to
consider donations that require immediate or extensive maintenance.
In reviewing a potential donation, the Committee considers the information requested above, as well as
aesthetic quality (including craftsmanship), compatibility with the City’s existing public art collection,
appropriateness of the artwork and selected location, and budget. The Committee may consider other
factors contained in its Acquisition Policy.
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Packet Pg. 440 Attachment: Art in Public Places Program Guidelines and Overview - Draft (Establishment of the San Jacinto Arts in Public Places Program.) City Council Staff Report - June 16, 20203.A.6.c
Packet Pg. 160 Attachment: June 16, 2020 City Council Staff Report (Second Reading of Ordinance 20-07 Establishing the San Jacinto Arts in Public Places
LOANPOLICY
To increase the visual and artistic quality of the community,the City of San
Jacinto will occasionally display art loaned to the City by artists,institutions or
organizations.This allows the art displayed in the City to remain fresh and
enables a larger number of artists to participate in the program at little cost to
the City.To ensure the quality of the works displayed,the City’s Public Art
Committee uses the guidance in this policy to decide whether a proposed loan
is appropriate.The PAC accepts only those works that will,in its discretion,
further the goals of the Art in Public Place Program.
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Packet Pg. 441 Attachment: Art in Public Places Program Guidelines and Overview - Draft (Establishment of the San Jacinto Arts in Public Places Program.) City Council Staff Report - June 16, 20203.A.6.c
Packet Pg. 161 Attachment: June 16, 2020 City Council Staff Report (Second Reading of Ordinance 20-07 Establishing the San Jacinto Arts in Public Places
LOANPOLICY
Process for Consideration of Loaned Artwork
Individuals or entities interested in loaning artwork follow these steps:
a)Submit a complete official loan application to the City.
b)Provide a maquette and/or images or the actual work for review. Images can be provided
electronically or by hard copy and should show all sides and provide the proper scale of the work.
c)Include a cover letter explaining that you are offering the artwork to the City on loan and explain why
the work should be temporarily displayed in the City’s public art collection.
d)Provide a copy of the artist’s resume or biography; information about the artist’s significance; and
digital images showing a sampling of the artist’s work.
e)Provide information about the artwork’s provenance, exhibition history, and a current estimate of
value. Include a letter of authenticity City from the artist, if possible.
f)Provide a conservation assessment describing the artwork’s condition, along with a maintenance
plan. The plan should include an explanation of the expected period of loan of the work, stipulating
the type of environment (interior/exterior) in which the artwork may be placed. The plan should also
discuss whether the artwork may be prone to vandalism and how the effects of any vandalism may
be mitigated; it should be authored by the artist or a qualified conservator.
g)Review the Art in Public Places Safety Policy and sign an acknowledgement that the artwork
complies with all aspects of the safety policy.
Exemptions
These guidelines shall not apply to:
a)Artwork loaned for inclusion in temporary exhibitions in City facilities or City owned spaces managed
by the City.
b)Artwork loaned to City employees or appointed City officials for display in their personal offices.
c)Gifts of State presented to the City by other governmental entities (municipal, state, national or
foreign).
d)Artwork loaned to the private collections of nonprofit organizations that manage City entities, or
included in temporary exhibitions at those facilities.
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Packet Pg. 442 Attachment: Art in Public Places Program Guidelines and Overview - Draft (Establishment of the San Jacinto Arts in Public Places Program.) City Council Staff Report - June 16, 20203.A.6.c
Packet Pg. 162 Attachment: June 16, 2020 City Council Staff Report (Second Reading of Ordinance 20-07 Establishing the San Jacinto Arts in Public Places
LOANPOLICY
Loan Agreement
The City will prepare a loan agreement which will include the following stipulations:
a)The artworks should be ready to install, either indoors or outdoors, and be able to sustain without
maintenance for one year. Transportation is the responsibility of the owner. Installation and removal
will take place with the assistance of the appropriate City department.
b)The artist or other owner must retain
liability insurance on the loaned artwork for
the duration that it is on display by the City.
Such insurance must name the City as
additional insured. Proof of insurance must
be provided prior to the City displaying the
artwork.
c)The City will strive to exercise the same
care of loaned artwork as it does the
safekeeping of its own property. The City is
not responsible for normal wear and tear,
damage resulting from the exposure to the
elements, gradual deterioration, vandalism
or damage due to force majeure.
d)The artist or entity must own the copyright
for all artwork loaned to the City and grant
the City and its agents a non-exclusive,
unlimited and irrevocable license to make,
and authorize the making of, photographs
and other two-dimensional reproductions
of the artwork for all promotional uses,
including advertising, educational and
promotional materials.
e)Generally, artwork is accepted on loan for
one year, unless otherwise agreed upon
between the City Council and the artist or
owner.
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Packet Pg. 443 Attachment: Art in Public Places Program Guidelines and Overview - Draft (Establishment of the San Jacinto Arts in Public Places Program.) City Council Staff Report - June 16, 20203.A.6.c
Packet Pg. 163 Attachment: June 16, 2020 City Council Staff Report (Second Reading of Ordinance 20-07 Establishing the San Jacinto Arts in Public Places
SAFETYPOLICY
Art in public places, by its nature, is accessible to the public for up close
viewing. Children and others often want to touch or play on art structures,
whether or not they have been designed for this purpose. As such, the City of
San Jacinto through the Art in Public Places Committee (“Committee”) should
endeavor to follow safety precautions provided by the City’s risk management
agency when considering art for purchase and placement.
Implementation
Design of the art: If the piece will be openly displayed without supervision, the pieces should be
constructed with consideration given to the following points:
a)No sharp points, corners or edges that could cut or puncture
b)Absolutely no protrusions or projections that could entangle clothing, possibly causing strangulation
c)The absence of pinch, crush or shearing points that could entrap a body part or clothing
d)The artwork design shall not cause hazards that could trap a child’s head
i.Completely bound openings greater than 3.5 inches and less than 9 inches fall into this
hazard.
e)Tripping hazards that may cause a fall, or cause injury if fallen upon must be avoided
f)Suspended hazards that could injure if capable of entangling or striking a member of the public
cannot be a part of the artwork
g)The art should be securely anchored to avoid toppling
Committee members will consider the following questions in their review:
a)Is it suitable content for public display in accordance with community standards?
b)Does it pose any physical hazards, such as those stated above?
c)Could it be easily damaged?
d)Should it be accessible for the public to touch, or should such access be prohibited?
e)Even if such access is prohibited is it likely that people, especially children, would attempt to play
on or around the art piece, especially if it is an unmonitored location?
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Packet Pg. 164 Attachment: June 16, 2020 City Council Staff Report (Second Reading of Ordinance 20-07 Establishing the San Jacinto Arts in Public Places
SAFETYPOLICY
The Committee will also consider the following points:
a)Avoid situating pieces near playgrounds, which may invite children to play on the art piece, unless the
art piece was designed for that purpose.
b)Consider the proximity to roadways so that the art piece does not obstruct traffic line of sight or risk
being struck by traffic.
c)Consider signage that warns of climbing or touching the art:
i. Not a Play Structure
ii. Do Not Climb
iii. Do Not Lean on Case
iv. Please Keep Off
d)Once the art is on display,
an inspection checklist and
schedule should be in place
to ensure ongoing safety. If
a piece is damaged, it
should be repaired or
removed immediately.
e)This safety policy should be
provided to any artist as part
of the public art bid process.
f)The artist should sign a
Release/Waiver to hold
harmless and indemnify the
City in order to participate in
the art display program, if
the art is being loaned to the
City.
g)If the artist of loaned
artwork believes the piece
holds a high value, the artist
should obtain his/her own
appraisal and insurance.
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Packet Pg. 445 Attachment: Art in Public Places Program Guidelines and Overview - Draft (Establishment of the San Jacinto Arts in Public Places Program.) City Council Staff Report - June 16, 20203.A.6.c
Packet Pg. 165 Attachment: June 16, 2020 City Council Staff Report (Second Reading of Ordinance 20-07 Establishing the San Jacinto Arts in Public Places
MAINTENANCEPOLICY
The goal of the Public Art Maintenance Policy is to maintain the City’s collection
of publicly owned artwork to ensure the long-term enjoyment of the collection
by San Jacinto citizens and visitors. The Public Art Maintenance Policy spells
out the documentation, preservation, and maintenance processes that will
support that goal. The Public Art Maintenance Policy will be implemented on a
piece specific basis that recognizes the value of each work of art in the
collection.
Implementation
a)Policy Implementation: City Staff will implement and monitor the Public Art Maintenance Policy and
will report to the Arts in Public Places Committee (“Committee”) as often as needed, on the status of
artwork maintenance. City staff will oversee the quality control, evaluation and corrective
maintenance actions carried out by this policy.
b)Funding for maintenance will be established through the Arts in Public Places and Community
Amenities Budgets. Funds will come through contributions of the Arts in Public Places In-Leiu and
Community Amenities fee.
c)Contract Services: Contracts with paid professionals/craftspeople will follow established City
guidelines and will be handled through the appropriate City department.
d)Quality Control: The Committee believes in regulating the quality of maintenance to an established
standard. Therefore, the Committee will work to collect maintenance data (e.g. lacquer vs. waxing,
annual vs. biannual maintenance, professional vs. volunteer, etc.). The Committee and City Staff will
use this data to develop specific quality standards.
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Packet Pg. 166 Attachment: June 16, 2020 City Council Staff Report (Second Reading of Ordinance 20-07 Establishing the San Jacinto Arts in Public Places
MAINTENANCEPOLICY
Process
a)Documentation: The initial documentation will occur before a piece is accepted into the City
collection. The Committee, appropriate City departments (Facilities Maintenance, Parks &
Recreation, Public Works), outside contractors, service people and experts may be asked to
review this documentation.
b)Maintenance documentation when artwork is accepted into the City collection, an initial level of
maintenance and a maintenance schedule will be established for it. The documentation will
include a standard for regular maintenance (e.g., timing, type of maintenance) and identify any
maintenance issues that may require special attention. The maintenance documentation may be
reviewed and revised as needed.
c)Regular maintenance: Appropriate personnel will perform regular maintenance according to the
maintenance schedule and condition report for each specific piece. The Staff Liaison will initiate
and coordinate the regular maintenance activities.
d)Special Maintenance: Paid professionals/craftspeople or knowledgeable volunteers will perform
maintenance that requires specialized tools, equipment, or knowledge on an “as needed” basis.
The Committee will use the condition report and/or site visits to determine need.
e)Emergency Maintenance or Repair: Paid professionals/craftspeople or knowledgeable volunteers
will perform emergency maintenance or repair on an “as needed” timely basis as determined by
the Committee, Public Utilities staff or other qualified professional.
f)The Committee will make every effort to stay informed about damage to artwork and will
consider such damage when making decisions with regard to acquisition, location, safety,
deaccessioning and maintenance of specific pieces in the current collection and future works of
art or artwork.
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Packet Pg. 167 Attachment: June 16, 2020 City Council Staff Report (Second Reading of Ordinance 20-07 Establishing the San Jacinto Arts in Public Places
DEACCESSIONINGPOLICY
Deaccessioning is a procedure for withdrawing a work of art from the City of
San Jacinto public collection. The City Council is responsible for deciding
whether any piece(s) should be deaccessioned, based in part, on a
recommendation of the Art in Public Places Committee (“Committee”).
Deaccessioning occurs only for good reason, at the City Council's discretion.
Basis for Deaccessioning
The City Council may deaccession artwork for one or more of the following reasons:
a)The artwork endangers public safety;
b)The artwork has been determined to be in unsatisfactory condition;
c)The artwork lacks a suitable display site;
d)The condition or security of the artwork cannot be reasonably guaranteed where located;
e)The artwork is attached to a structure slated for destruction, remodeling or repair (so that it is not
practical to keep the artwork);
f)The artwork is or has become incompatible with the rest of the collection;
g)The City wishes to replace the artwork with a piece of more significance;
h)The artwork requires excessive maintenance or has faults in design or workmanship;
i)The artwork is fraudulent or not authentic;
j)The City cannot properly care for or store the artwork;
k)For any other significant reason articulated by the City Council, at its discretion.
Works of art covered under the Memorial and Monuments Policy will be considered in accordance with
that policy.
The City Manager is authorized to remove any piece of Public Art from public display based on any of
the criteria listed above.
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Packet Pg. 168 Attachment: June 16, 2020 City Council Staff Report (Second Reading of Ordinance 20-07 Establishing the San Jacinto Arts in Public Places
DEACCESSIONINGPOLICY
Process and Disposition
The Committee will review the pieces in the City’s Art in Public Places collection -at least once every
two years, beginning in the first year of the program -to determine whether any piece(s) should be
deaccessioned. The Committee will make recommendations to the City Council when a piece of art is
recommended for deaccession. The City Council reserves the right to deaccession any artwork at any
time deemed appropriate by the City Council.
The City Council may consider the following options for disposition of a deaccessioned artwork :
a)Return to the artist;
b)Return to the donor;
c)Sale or trade;
d)Destruction (which shall be reserved for work deteriorated or damaged beyond reasonably-priced
repair);
e)Donation; or
f)Any option deemed appropriate by the City Council.
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Packet Pg. 449 Attachment: Art in Public Places Program Guidelines and Overview - Draft (Establishment of the San Jacinto Arts in Public Places Program.) City Council Staff Report - June 16, 20203.A.6.c
Packet Pg. 169 Attachment: June 16, 2020 City Council Staff Report (Second Reading of Ordinance 20-07 Establishing the San Jacinto Arts in Public Places
April 21, 2020
TO: City Council
REQUESTED BY: Travis Randel, Community Development Director
APPROVED BY: Robert A. Johnson, City Manager
SUBJECT: Art in Public Places Program Overview
RECOMMENDATION:
That the City Council provide direction to staff on preparing a Public Arts Program.
OVERVIEW:
American cities and towns aspire to be places where people want to live and want to visit.
Having a particular community identity, especially in terms of what cities looks like, is becoming
even more important in a world where everyplace tends to looks like everyplace else.
Places with strong public art expressions break the trend of blandness and repetitiveness, and
give communities a stronger sense of place and identity. When thinking about memorable places,
we think about their icons – consider the St. Louis Arch, the totem poles of Vancouver, the Moai
Heads at Easter Island. All of these were the work of creative people who captured the spirit and
atmosphere of their cultural milieu.
Arts and cultural activities are an essential part of a healthy community life and they make
significant contributions to the quality of life in San Jacinto. Community-based arts and culture
help to create a more livable city, enhance the urban environment, celebrate the City’s history,
engage a wide spectrum of citizens, provide significant value both to neighborhoods and artists,
and help define who we are as a community.
Art as a Cultural Value
Public art brings artists and their creative vision into the civic decision making process. In
addition to the aesthetic benefits of having works of art in public places, artists can make
valuable contributions when they are included in the mix of planners, engineers, designers,
elected officials, and community stakeholders who are involved in planning public spaces and
amenities. Artists bring their own creative skill set to those conversations, which can also inspire
creativity in others, ideally bringing the means of decisions and problem-solving to a more
responsive and imaginative result. There is a public art continuum that appreciates the varied
creative intentions and roles that artists may bring to a project. Artists may be invited by an
official entity, a project may be artist-initiated, or work may take the form of a non-sanctioned
artistic endeavor. However, artists inevitably bring personal and distinctive interpretations to
each idea, site, social construct, and aesthetic potential. In this way, artists can be social and civic
leaders, advocating through art for alternative perspectives that can challenge assumptions,
beliefs, and community values.
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Packet Pg. 170 Attachment: June 16, 2020 City Council Staff Report (Second Reading of Ordinance 20-07 Establishing the San Jacinto Arts in Public Places
Social Value and Placemaking
Public art is a reflection of its place and time. It acts as a place marker in all human settlements.
Artworks like Cloud Gate in Chicago's Millennium Park are intertwined with our images of
those cities. Transient artworks, like Christo and Jean Claude's Running Fence in California or
the Sultan's Elephant in London, have become memorable moments in time, captured in picture
postcards and in family photo albums. Public art activates the imagination and encourages people
to pay attention and perceive more deeply the environment they occupy. Public art stimulates
learning and thought about art and society, about our interconnected lives, and about the social
sphere as a whole. Public art is uniquely accessible and enables people to experience art in the
course of daily life, outside of museums or other cultural institutions. Public art provides
everyone in the community direct and ongoing encounters with art. It engages social
interaction—both during the selection process and following installation. Finally, artwork can
lead the viewer toward self-reflection and awareness.
Economic Value and Regeneration
As witnessed throughout history, public art can be an essential element when a municipality
wishes to progress economically and be viable to its current and prospective citizens. Data
strongly indicates that cities with an active and dynamic cultural scene are more attractive to
individuals and business. Public art can be a key factor in establishing a unique and culturally
active place. Public art can create civic icons, but it also can transform our playgrounds, parks,
public buildings, and shopping centers into more vibrant expressions of human imaginatio n. By
building and reinforcing community culture, public art can act as a catalyst for community
generation or regeneration. In this case, size does not necessarily matter. Public art can be very
visible, large, permanent and unmistakable as an art experience; but it can also be very subtle,
short lived or seamlessly integrated into one’s experience of a place.
Envision San Jacinto
Envision San Jacinto is a multi-faceted program designed to “improve the quality of life for the
citizens of San Jacinto by identifying and capitalizing on its strengths and opportunities…” The
program includes a number of completed and highly successful projects including the GoHuman
event in downtown as well as the award winning Trails Master Plan. Additionally, the Envision
San Jacinto program includes several on-going projects including General Plan 2040, a
comprehensive update to the City’s General Plan, and an upgrade to the City’s legacy permit
tracking system, PermitsPlus.
While the City is in the process of updating the General Plan, the current General Plan includes a
number of policies and objectives related to public art. Arts and cultural activities are an essential
part of a healthy community life and they make significant contributions to the quality of life in
San Jacinto.
The Arts and Culture Element of the General Plan established the goal of “fostering a civic
environment where artistic expression and cultural diversity can flourish, where the influence of
arts on the local economy is recognized, and where local government and City leaders legitimize
the arts as an essential component of civic support, funding and decision-making.”
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Packet Pg. 171 Attachment: June 16, 2020 City Council Staff Report (Second Reading of Ordinance 20-07 Establishing the San Jacinto Arts in Public Places
Specifically, Arts and Culture Goal 2 states that the City should “Provide City leadership in
support of the arts and cultural institutions/facilities and promote the inclusion of
artistic/aesthetic considerations in local decision-making.”
Arts and Culture Goal 3 states that the City should “Increase funding support for the arts in San
Jacinto” and is supported by Policy 3.2 which states that the City should “Explore opportunities
for long-term funding the arts (e.g., consider various types of City fees as a way to fund arts) and
maintaining long-term viability of arts programs.”
More relevant; however, is Arts and Culture Goal 4 which states that the City should “Establish a
stand-alone Art in Public Places (Percent for Arts) Program in San Jacinto to enhance the City’s
image and emphasize its distinctive character” and is supported by the following policies.
Policy 4.1: Encourage the development of a coordinated, flexible citywide
"Percent of Arts" program for new development to provide public art or spaces
for art as part of development projects.
Policy 4.2: Encourage the development of arts program objectives, and provide
standards and guidelines for the installation of public art. Address issues of artist
selection, project siting, funding, etc.
Policy 4.3: Through the Percent for Arts program, create opportunities for public
art donations, and for working with local artists, students, and community groups
to create public art projects.
BACKGROUND:
Public Art comes in a wide variety of styles, mediums, and placement. For instance, some cities
utilize utility box or traffic signal cabinet wraps as a way to incorporate local artists,
photography, historic images as well as wayfinding.
Figure 1 - Utility Box Wrap
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Packet Pg. 452 Attachment: April 21 2020 City Council Staff Report (Establishment of the San Jacinto Arts in Public Places Program.) City Council Staff Report - June 16, 20203.A.6.c
Packet Pg. 172 Attachment: June 16, 2020 City Council Staff Report (Second Reading of Ordinance 20-07 Establishing the San Jacinto Arts in Public Places
Others utilize sculptures or other three-dimensional permanent art displays.
Figure 2 - The Riders by Seth Conley - Nashville
While others may utilize painted murals on buildings.
Figure 3 - We the Youth by Keith Haring - Philadelphia
Regardless of the medium in which the art is displayed, public art has the potential to
reinvigorate communities, establish a sense of community pride, and create a safe space for
aspiring artists to showcase their work.
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Packet Pg. 453 Attachment: April 21 2020 City Council Staff Report (Establishment of the San Jacinto Arts in Public Places Program.) City Council Staff Report - June 16, 20203.A.6.c
Packet Pg. 173 Attachment: June 16, 2020 City Council Staff Report (Second Reading of Ordinance 20-07 Establishing the San Jacinto Arts in Public Places
SAN JACINTO’S ART PROGRAM:
In late 2019, Mayor Kotyuk requested that the City Manager prepare a Public Arts Program for
the City of San Jacinto. The program is intended to be modeled, in part, by incorporating Best
Practices of various cities to provide a comprehensive program that would include a wide range
of public art elements.
Over the past few months, staff has been compiling information from a number of California
Cities who have successfully launched public arts programs. Utilizing the League of California
Cities Housing, Community & Economic Development Public ListServ, the City has received 13
responses from across California. City Staff has also met locally with staff from the City of Palm
Desert to ascertain specific information on their implementation. Staff has compiled the
responses into general categories including: Participation Requirements, Applicability, Cost
Determination, Opportunity to Provide In-Lieu Payment, On Site or Off Site Placement,
Approving Body, and Maintenance Responsibility.
Mandatory Participation and Applicability
One of the greatest hurdles to providing a stable and comprehensive Public Arts program is
securing an on-going revenue stream to ensure that public art is maintained in an appropriate
manner. As noted below, most City surveyed mandate most development participate in the
program as part of the entitlement process. By mandating that all new developments participate
in the programs, funding can be secured during high development times and reserved during
economic downturns. Mandatory participation is based on applicability. In most cases, in-fill
single-family residential developments are exempt from participating in the program. This is also
true for minor residential alterations (i.e. additions, pools, decks, etc.) provided that the valuation
or addition is below the threshold. Alternatively, most commercial and industrial development
(including tenant improvements) and residential tracts, are subject to the program.
City Mandatory Applicability
City of Desert
Hot Springs Yes
All individual residential buildings whose valuation >$100,000
All other residential development
All commercial development
City of Dublin Yes All new non-residential development
All new residential development >20 units
City of Elk
Grove No Funded through Capital Project Funding (annually)
City of
Glendale Yes New construction/alteration >$500,000 in zones: DSP, IMU, IMU-R,
SFMU, C1, C2, C3, CR, MS, CPD, CH AND CA
City of Los
Altos Yes Private, non-residential developments >$1,000,000
Private development of ≥ 4 residential units
City of Napa Yes Any new commercial, industrial, mixed-use building >$250,000
Any modification/alteration >$250,000 to an existing building
City of Palm
Desert Yes
All individual residential buildings whose permit valuation >$100,000
All other residential development
All commercial development
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Packet Pg. 174 Attachment: June 16, 2020 City Council Staff Report (Second Reading of Ordinance 20-07 Establishing the San Jacinto Arts in Public Places
City Mandatory Applicability
City of
Pasadena Yes
Downtown Area:
Building permit valuation >$500,000
New construction and/or renovation
Multi-family residential, commercial or mixed use projects
Outside Downtown Area:
All new commercial, industrial, mixed use projects >25,000 sq ft
City of Rocklin No Voluntary program paid for by developer
City of
Sunnyvale Yes
Nonresidential development or modifications to existing building ≥10,000
sq ft along "designated roads"
Lots of two acres or more, including hotels are required
City of Tustin No Funded through City Council Budget (annually)
City of West
Hollywood Yes Any new development >$200,000 and alteration/repair of existing
structure if repair >$200,000 and intensifies use
Culver City Yes
All new residential projects >5 units
All other new projects >$500,000 in valuation
Existing residential modifications of >5 units
Existing commercial, industrial, etc. modifications >$250,000
Santa Fe
Springs Yes All new developments >$300,000
All existing building(s) expansion/alteration >$300,000
Determination of Costs, In-Lieu and Art Placement
In most cases, the project required contribution is based on the valuation of the project. The rate
ranges from 0.25% valuation for the City of Desert Hot Springs for residential development to
2% for the City of Glendale. While the rates range substantially between commercial and
residential developments, most cities elect for a commercial rate of around 1% of the project
valuation for commercial and industrial projects and around 0.5% for residential projects.
“Valuation” is the estimated cost of construction of a physical building. Valuation does not
include permit fees, impact fees, off-site improvements or land value. The International Code
Council (publishers of the California Building Codes), update the valuation tables periodically
based on “average” construction cost per square foot. A truncated table is provided below.
Group
(2018 International Building Code)
Construction Type
IA IB IIA IIB IIIA IIIB IV VA VB
A-2 Assembly, restaurants, bars,
banquet halls 190.96 185.56 180.12 173.70 162.94 159.39 167.64 147.29 143.33
A-3 Assembly, churches 226.69 218.58 212.89 203.26 191.60 185.54 196.20 173.43 166.24
B Business 197.81 190.62 184.70 175.70 160.65 154.63 168.95 141.15 134.99
E Educational 209.43 202.23 196.97 188.01 175.28 166.43 181.55 153.08 148.70
I-4 Institutional, day care facilities 197.83 191.05 185.12 177.91 163.28 158.81 178.06 146.98 142.33
M Mercantile 142.95 137.54 132.11 125.68 115.38 111.83 119.62 99.73 95.77
R-1 Residential, hotels 199.70 192.92 186.99 179.78 164.90 160.43 179.93 148.60 143.96
R-2 Residential, multiple family 167.27 160.49 154.56 147.35 133.71 129.23 147.50 117.40 112.76
R-3 Residential, one- and two-family d 155.84 151.61 147.83 144.09 138.94 135.27 141.72 130.04 122.46
R-4 Residential, care/assisted living
facilities 197.83 191.05 185.12 177.91 163.28 158.81 178.06 146.98 142.33
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Packet Pg. 455 Attachment: April 21 2020 City Council Staff Report (Establishment of the San Jacinto Arts in Public Places Program.) City Council Staff Report - June 16, 20203.A.6.c
Packet Pg. 175 Attachment: June 16, 2020 City Council Staff Report (Second Reading of Ordinance 20-07 Establishing the San Jacinto Arts in Public Places
In December 2019, the “typical” single-family residence sold in San Jacinto sold for $307,000,
averaged 1,987 square feet, 4 bedrooms and 3 bathrooms. Utilizing the table above, a new
“typical” single-family residence would have a valuation of $243,328 (1,987 square feet x
$122.46 / square foot for type V-B construction). So while the home may have a resale value of
$307,000, the Public Arts Fee at 0.5% would result in a fee of $1,216.64 based on the $243,328
valuation. A 1% fee would be $2,433.28. Currently, the City collects a flat fee of $630 per
dwelling unit (Community Amenities).
For commercial developments, the calculation is similar. Using the recently approved Dollar
Tree, currently under construction near State and Ramona, the building is 9,998 square feet, type
M occupancy and is constructed using a V-A Construction type. The estimated construction
valuation would be $957,508.46 (9,998 square feet x $95.77 / square feet). A 1% valuation on
this project would result in a fee of $9,575. Currently, the City does not collect a Community
Amenities fee on commercial or industrial projects.
Cities that require on-site placement of public art mandate that a developer pay for the
commissioning, installation, and on-going maintenance of a public art piece equal to, or greater,
than the valuation fee. Such costs are typically determined by contracts and other agreements to
identify the “value” of the art piece.
However, more common than requiring on-site placement is the ability to “buy out” of the
program by paying an in-lieu fee. The in-lieu fee allows for the City to collect and pool funds
from various projects and expend funds on either a larger, singular project, or spread the funds
throughout the city with smaller scale, more neighborhood level projects.
For large commercial developments, the developer may elect to construct and maintain a public
art piece on site as it provides value to the center, tenants and patrons, and the long term
maintenance responsibilities are easily recovered through lease rates. Smaller commercial
developments or residential tracts on the other hand, may elect to pay the City an in-lieu payment
for the City to establish an art project elsewhere in the City. Payment of the fee would absolve
the developer of any maintenance responsibilities; however, would not guarantee that art
purchased with such fee would be used within proximity to the development. In many cases, this
is preferred as it reduces long term maintenance (or replacement if damaged).
The table below lists the Determination of Cost, In-Lieu Payment option and whether the public
art piece is required to be placed on-site or off-site. For development which elect for payment of
the In-Lieu fee, the placement would be determined by the City when a project is finally
developed.
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City Determination of Cost In Lieu Payment Placement
Requirement
City of Desert
Hot Springs
Based on Valuation:
Residential development 0.25%
Commercial development 0.50%
Based on Valuation:
Residential development 0.25%
Commercial development 0.50%
Both
(w/approval)
City of Dublin On-Site public art requirement
≥0.5% building valuation
In-lieu Payments:
Building >50,000 sq ft = 0.5%
(non-residential)
Building <50,000 sq ft = 0.45%
(non-residential)
Residential project >20 units =
0.5%
Unspecified
City of Elk
Grove N/A N/A On-Site
City of
Glendale On site art = 2% of project value 1% valuation Unspecified
City of Los
Altos
1% of construction cost, capped
at $200,000
1% Only projects zoned: OA, OA-
1/OA-4.5, CN, CD,
CRS, CT, CD/R3, CRS/OAD, PC,
PCF AND PUD
Both
(w/approval)
City of Napa 1% of construction costs 1% of construction costs On-Site
City of Palm
Desert
Based on Valuation:
Residential development 0.25%
Commercial development 0.50%
Based on Valuation:
Residential development 0.25%
Commercial development 0.50%
On site, Art in
Public Places
Commission
recommends
off-site
location to city
council
City of
Pasadena
1% of building permit
construction valuation
1% of building permit construction
valuation
Both
(w/approval)
City of Rocklin N/A N/A
Both
(designated
areas only)
City of
Sunnyvale
1% of project construction
valuation & Art Permit
$4,288.60
1.1% of construction valuation Both
(w/approval)
City of Tustin N/A N/A Unspecified
City of West
Hollywood 1% project valuation 1% project valuation Unspecified
Culver City 1% of building permit
construction valuation
1% of building permit construction
valuation On-Site
Santa Fe
Springs
Not less than 1% of total project
cost (w/o land)
Not less than 1% of total project
cost (w/o land)
Both
(w/approval)
Public Art Approving Body and Makeup
The creation of an Art Council or other commission ranges significantly. In some cases, a formal
Art Commission, complete with appointed members of the public, is created (similar to the
Planning Commission). In some cases, such boards or commissions have approval or
appropriation authority. In others, these boards or commissions serve solely in an advisory role
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and make recommendations on public art projects to the City Council. Other cities utilize a staff
position, such as a Director, to implement and approve various projects. Still others reserve all
approvals and appropriations to the City Council.
As noted in the table below, many cities include a Public Arts Commission of some form;
however, the makeup of the body varies significantly. While staff is not making a
recommendation, per se, with this staff report, instead seeking guidance on how the Council
would like staff to proceed with a formal project for Council approval at a later date, staff would
recommend that the City Council reserve all review and appropriation authority with the City
Council.
City Approving Body & Makeup
City of Desert
Hot Springs
Art in Public Places Commission:
7 members from the community, plus 2 non-voting liaison members
City of Dublin Public Art Program
Community Development Director
City of Elk
Grove
Arts Commission:
5 members, appointed by mayor with city council approval
City of Glendale Approval of Urban Art Plan by City Council
City of Los
Altos
Public Arts Commission:
7 citizens and 2 (non-voting) staff as liaison's
City of Napa Public Art Steering Committee
5 members, 4 year terms appointed by city council
City of Palm
Desert
Art in Public Places Commission:
7 members from the community, plus 2 non-voting liaison members
City of Pasadena
Arts Commission:
9 Members: 7 appointed by city council, 1 appointed by mayor and the
mayor
City of Rocklin Unspecified
City of
Sunnyvale
Art Permit
Planning Director
City of Tustin Public Art Committee
5 citizens, 4 year terms
City of West
Hollywood
Urban Art Plan Approved by:
Arts & Cultural Affairs Commission
7 members, 5 appointed by council members and 2 at large.
Culver City Cultural Affairs Commission:
5 City Residents, 2 terms of 4 years max
Santa Fe Springs Heritage Arts Advisory Committee:
9 voting & 6 non-voting members
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Packet Pg. 458 Attachment: April 21 2020 City Council Staff Report (Establishment of the San Jacinto Arts in Public Places Program.) City Council Staff Report - June 16, 20203.A.6.c
Packet Pg. 178 Attachment: June 16, 2020 City Council Staff Report (Second Reading of Ordinance 20-07 Establishing the San Jacinto Arts in Public Places
NEXT STEP:
As noted in the recommendation, staff is requesting direction and guidance from the City
Council on the type and scope of Public Arts Program that the City Council would like to see
presented at a future date. Based on the information provided, staff is currently recommending
the following:
Categories Current Recommendation
Mandatory or Voluntary Mandatory
Applicability All Non-Residential Construction Projects > $100,000 valuation
All Public Projects
Determination of Cost Non-Residential Construction 1.0% Valuation
Public Projects 0.5%
In Lieu Payment Option Yes
Placement On-Site or Off-Site for In-Lieu (no change in Fee/Cost)
Approving Body and Makeup City Council upon review of objective standard and recommendation by
City Staff
Exemptions
Capital Improvement Projects
Day Care Facilities
Publically Financed or Operated Museums or Cultural Centers
Senior Housing Projects (Covenant Restricted)
Park Projects
Projects Explicitly exempted by Development Agreements
What’s not exempt
Shopping Centers
Gas Stations
Churches
Nonprofit Uses
FISCAL IMPACT:
There is no cost to the General Fund to provide feedback and direction to City Staff on the
development of a Public Arts program.
ATTACHMENTS:
Public Art Examples
Other Cities Requirements
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Packet Pg. 459 Attachment: April 21 2020 City Council Staff Report (Establishment of the San Jacinto Arts in Public Places Program.) City Council Staff Report - June 16, 20203.A.6.c
Packet Pg. 179 Attachment: June 16, 2020 City Council Staff Report (Second Reading of Ordinance 20-07 Establishing the San Jacinto Arts in Public Places
Examples of Art in Public Places
Signal Cabinets and Transformers
Costs: $$$$$
Maintenance: $$$$$
Turnaround Time: Short
Difficulty to Develop: •••••
Clockwise –Top Left: Lewiston, Idaho; Neehah, Wisconsin; Lynnwood, Washington; Loveland, Colorado;
Indianapolis, Indiana
5.2.a
Packet Pg. 98 Attachment: Public Art Examples (Art in Public Places Program Overview) 4.6.e
Packet Pg. 460 Attachment: April 21 2020 City Council Staff Report (Establishment of the San Jacinto Arts in Public Places Program.) City Council Staff Report - June 16, 20203.A.6.c
Packet Pg. 180 Attachment: June 16, 2020 City Council Staff Report (Second Reading of Ordinance 20-07 Establishing the San Jacinto Arts in Public Places
Examples of Art in Public Places
Murals
Costs: $$$$$
Maintenance: $$$$$
Turnaround Time: Medium to Long Range
Difficulty to Develop: •••••
Clockwise –Top Left: Folding the Prism, Baltimore, Maryland; Mariposa Alley, Riverside, California; Untitled, Green
Bay, Wisconsin; West Texas Ranching, San Angelo, Texas; Untitled, Wayne, Michigan.
5.2.a
Packet Pg. 99 Attachment: Public Art Examples (Art in Public Places Program Overview) 4.6.e
Packet Pg. 461 Attachment: April 21 2020 City Council Staff Report (Establishment of the San Jacinto Arts in Public Places Program.) City Council Staff Report - June 16, 20203.A.6.c
Packet Pg. 181 Attachment: June 16, 2020 City Council Staff Report (Second Reading of Ordinance 20-07 Establishing the San Jacinto Arts in Public Places
Examples of Art in Public Places
Sculptures and 3-D Art
Costs: $$$$$
Maintenance: $$$$$
Turnaround Time: Long Range
Difficulty to Develop: •••••
Clockwise –Top Left: Les Voyageurs, Marseilles, France; Air Sea Land, Boston, Massachusetts; Mahatma Gandhi,
Riverside, California; Laura and Alwilda, Palm Desert, California; Desert Warren 2, Palm Desert, California
5.2.a
Packet Pg. 100 Attachment: Public Art Examples (Art in Public Places Program Overview) 4.6.e
Packet Pg. 462 Attachment: April 21 2020 City Council Staff Report (Establishment of the San Jacinto Arts in Public Places Program.) City Council Staff Report - June 16, 20203.A.6.c
Packet Pg. 182 Attachment: June 16, 2020 City Council Staff Report (Second Reading of Ordinance 20-07 Establishing the San Jacinto Arts in Public Places
City Mand
at
or
y
Appli
c
a
bilit
y
Deter
mi
n
ati
o
n
of
C
ost
In Lieu
P
a
y
m
e
nt
On/Off
Sit
e
Appro
vi
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g
B
o
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&
M
a
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e
u
p
Exem
pti
o
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Miti
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ati
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a
s
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a
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Notes
/
Mi
s
c.
City of Desert Hot Springs Yes
All individual residential buildings whose permit valuation
>$100,000
All other residential development
All commercial development
Based on Valuation:
Residential development 0.25%
Commercial development 0.50%
Based on Valuation:
Residential development 0.25%
Commercial development 0.50%
Both (w/approval)
Art in Public Places Commission:
7 members from the community, plus
2
non-voting liaison members
Required prior to any/all certificate of occupancy Owner County recordation of Public
Art Agreement required
City of Dublin Yes*All new non-residential development
All new residential development >20 units
On-Site public art requirement ≥0.5%
building valuation
In-lieu Payments:
Building >50,000 sq. ft. = 0.5% (non-
residential)
Building <50,000 sq. ft. = 0.45% (non-
residential)
Residential project >20 units = 0.5%
Public Art Program Submittal to
Community Development Director
Residential projects < 20 units, 100% low-income
projects,
daycare centers, nonprofit public uses
City of Elk Grove No Funded through Capital Project Funding (annually)On-Site
Arts Commission:
5 members, appointed by mayor with
city council approval
Yes Owner
Art used as incentive to reduce
parking requirements,
setbacks, etc.
City of Glendale Yes*New construction/alteration >$500,000 in zones: DSP, IMU,
IMU-R, SFMU, C1, C2, C3, CR, MS, CPD, CH AND CA On site art = 2% of project value 1% valuation Approval of Urban Art Plan by City
Council
If financed with public funds (<50%), nonprofit service
providers, capital improvement projects
Developer /
Owner
City of Los Altos Yes*Private, non-residential developments >$1,000,000
Private development of ≥ 4 residential units
1% of construction cost, capped at
$200,000
1% Only projects zoned: OA, OA-
1/OA-4.5, CN, CD,
CRS, CT, CD/R3, CRS/OAD, PC, PCF
AND PUD
Both (w/approval)
Public Arts Commission:
7 citizens and 2 (non-voting) staff as
liaison's
Private single family residences, a waiver is available Developer /
Owner Insurance required
City of Napa Yes*Any new commercial, industrial, mixed-use building >$250,000
Any modification/alteration >$250,000 to an existing building 1% of construction costs 1% of construction costs On-Site
Public Art Steering Committee
5 members, 4 year terms appointed
by
city council
Nonprofit service providers, public institutions, publicly
funded projects
City of Palm Desert Yes
All individual residential buildings whose permit valuation
>$100,000
All other residential development
All commercial development
Based on Valuation:
Residential development 0.25%
Commercial development 0.50%
Based on Valuation:
Residential development 0.25%
Commercial development 0.50%
On site, Art in Public Places
Commission recommends off-
site location to city council
Art in Public Places Commission:
7 members from the community, plus
2
non-voting liaison members
Required prior to any/all certificate of occupancy Owner Insurance & county
recordation required
City of Pasadena Yes*
Downtown Area:
Building permit valuation >$500,000
New construction and/or renovation
Multi-family residential, commercial or mixed use projects
Outside Downtown Area:
All new commercial, industrial, mixed use projects >25,000 sq. ft.
1% of building permit construction
valuation
1% of building permit construction
valuation Both (w/approval)
Arts Commission:
9 Members: 7 appointed by city
council
1 appointed by mayor and the mayor
Projects having a fully executed Development Agreement
or Vesting Tentative map
Projects within an approved master plan
Projects with building permits issued before Public Art
Ordinance
Developer /
Owner
City of Rocklin No Voluntary program paid for by developer Both (designated areas only)
City of Sunnyvale Yes*
Nonresidential development or modifications to existing building
≥10,000 sq. ft. along "designated roads"
Lots of two acres or more, including hotels are required
1% of project construction valuation &
Art Permit $4,288.60 1.1% of construction valuation Both (w/approval)Art Permit (Planning Director)N/A Yes Developer /
Owner
Plaque & county recordation
required
City of Tustin No Funded through City Council Budget (annually)Public Art Committee: 5 citizens, 4
year terms
City of West Hollywood Yes*Any new development >$200,000 and alteration/repair of
existing structure if repair >$200,000 and intensifies use 1% project valuation 1% project valuation
Urban Art Plan Approved by:
Arts & Cultural Affairs Commission
7 members, 5 appointed by council
members and 2 at large.
Residential projects >25% low-income
Capital improvement projects
Cultural resources
Nonprofit service providers
Owner
Culver City Yes*
All new residential projects >5 units
All other new projects >$500,000 in valuation
Existing residential modifications of >5 units
Existing commercial, industrial, etc. modifications >$250,000
1% of building permit construction
valuation
1% of building permit construction
valuation On-Site
Cultural Affairs Commission:
5 City Residents, 2 terms of 4 years
max
Covenanted low and moderate income, senior housing
and buildings dedicated to nonprofit services
Developer /
Owner
Santa Fe Springs Yes*All new developments >$300,000
All existing building(s) expansion/alteration >$300,000
Not less than 1% of total project cost
(w/o land)
Not less than 1% of total project cost
(w/o land)Both (w/approval)Heritage Arts Advisory Committee:
9 voting & 6 non-voting members
Facilities dedicated to non-profits with a broad public
use:
theatres, museum, cultural center, etc. & reconstruction
Developer /
Owner
5.2.b
Packet Pg. 101 Attachment: Other Cities Requirements (Art in Public Places Program Overview) 4.6.e
Packet Pg. 463 Attachment: April 21 2020 City Council Staff Report (Establishment of the San Jacinto Arts in Public Places Program.) City Council Staff Report - June 16, 20203.A.6.c
Packet Pg. 183 Attachment: June 16, 2020 City Council Staff Report (Second Reading of Ordinance 20-07 Establishing the San Jacinto Arts in Public Places
July 7, 2020
TO: City Council
REQUESTED BY: Stuart McKibbin, City Engineer
APPROVED BY: Robert A. Johnson, City Manager
SUBJECT: Esplanade Avenue Widening Right-of-Way
RECOMMENDATION:
Staff recommends that the City Council 1) Adopt Resolution No. 3818, accepting Final Map No.
33137 dedication of Lots A, B, and C for public road use, and Lots K and L for public utility use,
into the City of San Jacinto Road System, per final map dedication recorded on September 18,
2008, as instrument No. 2008-05410324; and 2) authorize the City Clerk to record the
acceptance of dedication with the Riverside County Clerk and Recorder.
DISCUSSION:
On September 18, 2008, Final Parcel Map 33137 was recorded with the Riverside County Clerk
and Recorder as Instrument No. 2008-0510324, a seven-parcel financing map on the north side
of Esplanade Avenue, 1,320.07 ft. west of Cawston Avenue, and east of Metropolitan Water
District Aqueduct. The City acceptance statement of dedication for public roads and general
utility purposes, drainage purposes, and the relinquishment of abutter’s rights is contingent upon
the completion of all street improvements. As of today, Final Parcel Map 33137 has not been
developed/improved.
The City of San Jacinto is moving forward with the Esplanade Avenue Widening Project from
Sanderson Avenue to Warren Road, ahead of the proposed Final Parcel Map 33137
development. To accommodate the road widening project, the City of San Jacinto should accept
the dedication of Lots A, B, and C along the north side of Esplanade Avenue for public road use.
Moreover, the widening project would require the City to relocate an existing monitoring well
operated by Riverside County Department of Waste Resources. As they are nearby, Lots K and
L would serve as a suitable relocation site for the monitoring well, and the City should accept the
offer for these streets for public utility purposes.
The Esplanade Avenue Widening Project is a coordinated effort with EMWD, the City of Hemet,
and the County of Riverside. EMWD is proceeding the Raw Water Conveyance Improvements
later this year. The City’s Esplanade Avenue Widening Project will follow EMWD completion
of the Raw Water Conveyance Improvements in Spring 2021. Staff is also coordinating with the
City of Hemet and the County of Riverside for the traffic signal installations at Esplanade/
Cawston Avenue and Esplanade/ Warren Road and the associated pavement and signage and
striping improvements.
FISCAL IMPACT:
3.A.7
Packet Pg. 184
No fiscal impact associated to the acceptance of Lots A, B, C, K and L of Final Parcel Map
33137
ATTACHMENTS:
20 - 07 07 Agenda re Esplanade Avenue Widening (Resolution)
20 - 07 07 Agenda re Esplanade Avenue Widening (Final Parcel Map 33137)
3.A.7
Packet Pg. 185
STATE OF CALIFORNIA ) RESOLUTION NO. 3818
COUNTY OF RIVERSIDE ) ss.
CITY OF SAN JACINTO )
RESOLUTION OF THE CITY COUNCIL OF THE CITY OF SAN JACINTO,
CALIFORNIA ACCEPTING DEDICATION OF LOTS A, B, C, K, AND L OF
FINAL PARCEL MAP 33137 INTO THE CITY OF SAN JACINTO ROAD
SYSTEM
WHEREAS, California Streets and Highway § 1806 (b) allows for the acceptance
of dedication into the city street system, by resolution; and
WHEREAS, Final Parcel Map 33137 was recorded with the Riverside County
Clerk and Recorder on September 18, 2008 as instrument Number 2008-0510324; and
WHEREAS, Final Parcel Map 33137 is a seven-lot financing map on the north
side of Esplanade Avenue, 1,320.07 ft. west of Cawston Avenue and east of
Metropolitan Water District Aqueduct; and
WHEREAS, the City of San Jacinto is moving ahead of the proposed Final
Parcel Map 33137 development, widening Esplanade Avenue from Sanderson Avenue
to Warren Road; and
WHEREAS, the Esplanade Avenue Widening is being implemented through the
acquisition and/or acceptance of dedication of right of way along the north side of
Esplanade Avenue; and
WHEREAS, the City of San Jacinto considers the acceptance of dedication of
Lots A, B, C for public road use, as an action in the public’s best interest for the orderly
development of Esplanade Avenue Widening per the City of San Jacinto’s General Plan
Circulation Element; and
WHEREAS, the City of San Jacinto considers the acceptance of Lots K and L for
utility use, as an action in the public’s best interest for the orderly development of
Esplanade Avenue Widening; and
WHEREAS, Esplanade Avenue is designated as a major roadway, 112’ wide,
with four travel lanes, two in each direction, painted median, curb, gutter and sidewalk;
and
WHEREAS, the City of San Jacinto is securing the right of way needs for the
Esplanade Avenue Widening from Sanderson Avenue to Warren Road; and
WHEREAS, acceptance of dedication of Lots A, B, C, K and L are essential to
the implementation of Esplanade Avenue Widening from Sanderson Avenue to Warren
Road;
3.A.7.a
Packet Pg. 186 Attachment: 20 - 07 07 Agenda re Esplanade Avenue Widening (Resolution) (Esplanade Avenue Widening Right-of-Way)
NOW, THEREFORE IT IS HEREBY RESOLVED by the San Jacinto City Council, State
of California, as follows:
1. Accept Final Parcel Map 33137 dedication of Lots A, B, C, for public road use
and Lots K and L for public utility use, into the City of San Jacinto roadway
system.
2. Authorize the City Clerk to record the acceptance of dedication with the
County Clerk and Recorder per California Streets and Highway Code § 1806
(b).
PASSED AND ADOPTED by the City Council of the City of San Jacinto, State of
California the 7th day of July 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, City Attorney
3.A.7.a
Packet Pg. 187 Attachment: 20 - 07 07 Agenda re Esplanade Avenue Widening (Resolution) (Esplanade Avenue Widening Right-of-Way)
STATE OF CALIFORNIA )
COUNTY OF RIVERSIDE ) ss.
CITY OF SAN JACINTO )
CERTIFICATION
I, , duly appointed City Clerk of the City of San Jacinto, do hereby certify that the
foregoing Resolution No. 3818 was duly 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.
AYES:
NAYS:
ABSENT:
ABSTAIN:
WITNESS MY HAND AND OFFICIAL SEAL this 7th day of July, 2020.
______________________________
City of San Jacinto
3.A.7.a
Packet Pg. 188 Attachment: 20 - 07 07 Agenda re Esplanade Avenue Widening (Resolution) (Esplanade Avenue Widening Right-of-Way)
3.A.7.b
Packet Pg. 189 Attachment: 20 - 07 07 Agenda re Esplanade Avenue Widening (Final Parcel Map 33137) (Esplanade Avenue Widening Right-of-Way)
3.A.7.b
Packet Pg. 190 Attachment: 20 - 07 07 Agenda re Esplanade Avenue Widening (Final Parcel Map 33137) (Esplanade Avenue Widening Right-of-Way)
3.A.7.b
Packet Pg. 191 Attachment: 20 - 07 07 Agenda re Esplanade Avenue Widening (Final Parcel Map 33137) (Esplanade Avenue Widening Right-of-Way)
3.A.7.b
Packet Pg. 192 Attachment: 20 - 07 07 Agenda re Esplanade Avenue Widening (Final Parcel Map 33137) (Esplanade Avenue Widening Right-of-Way)
3.A.7.b
Packet Pg. 193 Attachment: 20 - 07 07 Agenda re Esplanade Avenue Widening (Final Parcel Map 33137) (Esplanade Avenue Widening Right-of-Way)
3.A.7.b
Packet Pg. 194 Attachment: 20 - 07 07 Agenda re Esplanade Avenue Widening (Final Parcel Map 33137) (Esplanade Avenue Widening Right-of-Way)
July 7, 2020
TO: City Council
REQUESTED BY: Angela Walton, City Clerk
APPROVED BY: Robert A. Johnson, City Manager
SUBJECT: Salary Adjustment to City Manager
RECOMMENDATION:
That the City Council authorize the 4% annual adjustment to the City Manager’s employment
agreement, as set forth into the employment agreement, and approve a contract amendment to
document the adjustment.
DISCUSSION:
Last year, the City Council approved a five-year contract extension with City Manager Robert
Johnson. In lieu of annual cost of living adjustments, the contract requires the City Council to
hold an annual performance review and provide a 4% annual adjustment, if the City Council
determines the City Manager’s performance to be at least satisfactory. On June 16, 2020, the
City Council held the City Manager’s performance evaluation and directed the City Attorney to
prepare the contractual adjustment. The increase will be effective as of July 1, 2020.
FISCAL IMPACT:
The 4% increase will adjust the City Manager’s monthly salary to $19,289.19 for a fiscal impact
of $741.89 per month relative to the prior fiscal year.
ATTACHMENTS:
July 2019 CM Agreement
San Jacinto-City Manager Contract Amendment #1-c1
3.A.8
Packet Pg. 195
3.A.8.a
Packet Pg. 196 Attachment: July 2019 CM Agreement (Salary Adjustment to City Manager)
3.A.8.a
Packet Pg. 197 Attachment: July 2019 CM Agreement (Salary Adjustment to City Manager)
3.A.8.a
Packet Pg. 198 Attachment: July 2019 CM Agreement (Salary Adjustment to City Manager)
3.A.8.a
Packet Pg. 199 Attachment: July 2019 CM Agreement (Salary Adjustment to City Manager)
3.A.8.a
Packet Pg. 200 Attachment: July 2019 CM Agreement (Salary Adjustment to City Manager)
3.A.8.a
Packet Pg. 201 Attachment: July 2019 CM Agreement (Salary Adjustment to City Manager)
3.A.8.a
Packet Pg. 202 Attachment: July 2019 CM Agreement (Salary Adjustment to City Manager)
3.A.8.a
Packet Pg. 203 Attachment: July 2019 CM Agreement (Salary Adjustment to City Manager)
24438.A0000\33044786.2
FIRST AMENDMENT TO
EMPLOYMENT AGREEMENT CITY MANAGER
(July 1, 2020, Salary Adjustment)
A. The City of San Jacinto entered an Employment Agreement, effective July 1,
2019, with Robert A. Johnson to serve as the City Manager of the City of San Jacinto; and
B. Pursuant to the Employment Agreement, the City Council held an annual
performance evaluation and determined that Mr. Johnson has satisfactorily performed all his job
duties; and
C. The City Council grants the 4% annual salary adjustment that is set forth in
section II of the Employment Agreement.
Now therefore, the Parties mutually agree and promise as follows:
1. Employee’s base salary, as set forth in section II of the employment, shall be
amended to be $19,289.19 per month, effective July 1, 2020.
2. All other terms and conditions shall remain unmodified and in full force and
effect.
CITY OF SAN JACINTO ROBERT A. JOHNSON
By: _____________________________ By: _____________________________
Andrew Kotyuk, Mayor Robert A. Johnson
Attest: _____________________________
Julia Espinoza, Deputy City Clerk
APPROVED AS TO FORM:
BEST BEST & KRIEGER, LLP
___________________________________
Michael J. Maurer, City Attorney
3.A.8.b
Packet Pg. 204 Attachment: San Jacinto-City Manager Contract Amendment #1-c1 (Salary Adjustment to City Manager)
July 7, 2020
TO: City Council
REQUESTED BY: Travis Randel, Community Development Director
APPROVED BY: Robert A. Johnson, City Manager
SUBJECT: Special Temporary Outdoor Dining Guidelines and Procedures for Dine-In
Restaurants
RECOMMENDATION:
That the City Council ADOPT Urgency Ordinance No. 20-09 entitled:
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
DISCUSSION:
On March 4, 2020, Governor Newsom declared a state of emergency due to the outbreak of
COVID-19, and on March 17, 2020, the City Council declared a local emergency due to the
COVID-19 outbreak.
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 suspension and modification of rules within San Jacinto
that limit and restrict outdoor dining, and the implementation of temporary procedures for
expanded outdoor dining is therefore critical in order to continue to provide safe, nutritional
dining options for residents of San Jacinto.
On July 1, 2020, the City Manager, acting as Emergency Services Director, issued the attached
Emergency Order establishing Special Temporary Outdoor Dining Guidelines and Procedures
for Dine-in Restaurants. The order took immediate effect and precedence over any inconsistent
provisions contained in the City’s Municipal Code, Development Code, use permit or other
regulation or entitlement.
The Order does not supersede or allow deviations from any other laws or regulations applicable
to dining services, including but not limited to laws and regulations of the state or county.
Nothing herein limits any City officer from enforcing other provisions of the City’s Codes.
The Order is now presented to the City Council for ratification via Ordinance No 20-09. It will
remain in effect until terminated by further action of the City Council or the Emergency Services
Director.
FISCAL IMPACT:
There is no fiscal impact by adopting this Ordinance.
ATTACHMENTS:
Emergency Services Director Emergency Order - July 1, 2020
3.A.9
Packet Pg. 205
Urgency Ordinance 20-09
Special Temporary Outdoor Dining Guidelines and Procedures for Dine-In Restaurants
3.A.9
Packet Pg. 206
3.A.9.aPacket Pg. 207Attachment: Emergency Services Director Emergency Order - July 1, 2020 (Special Temporary Outdoor Dining Guidelines and Procedures for
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.
3.A.9.b
Packet Pg. 208 Attachment: Urgency Ordinance 20-09 (Special Temporary Outdoor Dining Guidelines and Procedures for Dine-In Restaurants)
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:
NAYS:
ABSENT:
ABSTAIN:
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
3.A.9.b
Packet Pg. 209 Attachment: Urgency Ordinance 20-09 (Special Temporary Outdoor Dining Guidelines and Procedures for Dine-In Restaurants)
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:
NAYS:
ABSENT:
ABSTAIN:
WITNESS MY HAND AND OFFICIAL SEAL the 7th day of July, 2020.
_____________________________
Julia Espinoza, Records Clerk
City of San Jacinto
3.A.9.b
Packet Pg. 210 Attachment: Urgency Ordinance 20-09 (Special Temporary Outdoor Dining Guidelines and Procedures for Dine-In Restaurants)
SPECIAL TEMPORARY OUTDOOR
DINING GUIDELINES AND PROCEDURES
FOR DINE-IN RESTAURANTS
Urgency Ordinance 20-09
VERSION: 7/1/20
3.A.9.c
Packet Pg. 211 Attachment: Special Temporary Outdoor Dining Guidelines and Procedures for Dine-In Restaurants (Special Temporary 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
3.A.9.c
Packet Pg. 212 Attachment: Special Temporary Outdoor Dining Guidelines and Procedures for Dine-In Restaurants (Special Temporary 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
3.A.9.c
Packet Pg. 213 Attachment: Special Temporary Outdoor Dining Guidelines and Procedures for Dine-In Restaurants (Special Temporary 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.
3.A.9.c
Packet Pg. 214 Attachment: Special Temporary Outdoor Dining Guidelines and Procedures for Dine-In Restaurants (Special Temporary 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.
3.A.9.c
Packet Pg. 215 Attachment: Special Temporary Outdoor Dining Guidelines and Procedures for Dine-In Restaurants (Special Temporary 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.
3.A.9.c
Packet Pg. 216 Attachment: Special Temporary Outdoor Dining Guidelines and Procedures for Dine-In Restaurants (Special Temporary 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.
3.A.9.c
Packet Pg. 217 Attachment: Special Temporary Outdoor Dining Guidelines and Procedures for Dine-In Restaurants (Special Temporary Outdoor Dining
July 7, 2020
TO: City Council
REQUESTED BY: Tom Prill, Deputy City Manager
APPROVED BY: Robert A. Johnson, City Manager
SUBJECT: 2019 CR&R Delinquent Solid Waste Tax Roll Placement
RECOMMENDATION:
Staff recommends that the City Council conduct the public hearing and adopt a resolution and
report determining the amount of delinquent residential solid waste charges billed during
calendar year 2019 and unpaid; determine that such delinquent charges constitute a special
assessment and lien; and direct that such charges be collected via the Riverside County secured
property tax roll.
BACKGROUND:
On December 17, 2012, the City Council approved a Second Amendment to the CR&R franchise
agreement established in 2005. A provision of this amendment authorized collection of
delinquent solid waste charges through the Riverside County secured property tax roll. On June
17, 2014, the City Council adopted Ordinance No. 14-08, amending Section 8.32.150 of Chapter
8.32 of Title 8 of the San Jacinto Municipal Code authorizing the placement of these charges on
the tax roll.
DISCUSSION:
At specified intervals, CR&R sends notices to delinquent accounts including information on tax
roll placement. Once an account becomes 90 days delinquent, if the account is held in a name
other than the property owner, a letter is sent to the property owner informing them that the
delinquent charges are subject to placement on the tax roll. In addition to these routine notices,
CR&R sent a Notice of Public Hearing to the affected property owners in June. CR&R has
provided the City with the list of the properties and amounts with 2019 charges that remain
unpaid, shown as Exhibit A of Resolution 3819.
FISCAL IMPACT:
This item has no fiscal impact.
ATTACHMENTS:
Resolution 3819 Placing Delinquent Residential Refuse Rates on Tax Roll and Recording Lien
CR&R Tax Roll APN List
4.1
Packet Pg. 218
STATE OF CALIFORNIA ) RESOLUTION NO. 3819
COUNTY OF RIVERSIDE ) ss
CITY OF SAN JACINTO )
A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF SAN
JACINTO, CALIFORNIA, ADOPTING A REPORT DETERMINING
THE AMOUNT OF DELINQUENT RESIDENTIAL SOLID WASTE
CHARGES BILLED DURING CALENDAR YEAR 2019 AND
UNPAID; DETERMINING THAT SUCH DELINQUENT CHARGES
CONSTITUTE A SPECIAL ASSESSMENT AND LIEN; AND
DIRECTING THAT SUCH CHARGES BE COLLECTED VIA THE
RIVERSIDE COUNTY TAX ROLL
WHEREAS, pursuant to Sections 38790.1 and 25831 of the California
Government Code and Section 8.32.150(C) of the San Jacinto Municipal Code,
the City of San Jacinto is authorized to collect delinquent residential solid waste
charges, including any accrued penalties (the “Delinquent Charges”) on the
Riverside County property tax roll; and
WHEREAS, pursuant to Sections 38790.1 and 25831 of the California
Government Code and Section 8.32.150(C) of the San Jacinto Municipal Code, as
applicable, the City Council desires to recover such Delinquent Charges that were
billed at any time during Calendar Year 2019 and which remain unpaid, by
forwarding them to the Riverside County Recorder/Clerk and Riverside County
Auditor-Controller/Treasurer/Tax Collector to be recorded as a lien and collect ed
as a special assessment on the tax roll in the same manner, by the same persons
and at the same time, together with and not separate from, the general taxes, and
has caused a written report (“Report”), a copy of which is attached hereto as Exhibit
“A” and by this reference incorporated herein, to be prepared and filed with the City
Clerk containing the description of each residential real property parcel which is
subject to the Delinquent Charges and the amount of Delinquent Charges that
remain unpaid by each such residential real property parcel; and
WHEREAS, the City caused a notice of the filing of this Report and of the
time and place of the public hearing thereon to be mailed to the record owner of
each residential real property parcel subject to th e Delinquent Charges, all in
accordance with Sections 38790.1 and 25831 of the California Government Code
and Section 8.32.150(C) of the San Jacinto Municipal Code; and
WHEREAS, at the time stated in the notice on the 7th day of July, 2020, at
6:30 p.m., the City Council conducted the public hearing on the Written Report and
heard and considered all objections or protests thereto , and has overridden said
objections and protests; and
4.1.a
Packet Pg. 219 Attachment: Resolution 3819 Placing Delinquent Residential Refuse Rates on Tax Roll and Recording Lien (2019 CR&R Delinquent Solid Waste
WHEREAS, the Delinquent Charges and costs of lien shall constitute a lien
and special assessment against the parcel or parcels of land described in the
Report in accordance with Sections 38790.1 and 25831 of the California
Government Code and Section 8.32.150(C) of the San Jacinto Municipal Code.
NOW, THEREFORE, BE IT RESOLVED, FOUND, DETERMINED AND
ORDERED BY THE CITY COUNCIL OF THE CITY OF SAN JACINTO,
CALIFORNIA, AS FOLLOWS:
SECTION 1: The City Council hereby finds and determines that the above
Recitals are true and correct are incorporated herein.
SECTION 2: The Report filed with the City Clerk contains the description of
each residential real property parcel which is subject to the
Delinquent Charges and the amount of Delinquent Charges
to be imposed thereon, which were billed during Calendar
Year 2019 and which remain unpaid, together with any
accrued penalties, and the Report is therefore approved and
adopted.
SECTION 3: The Report with Delinquent Charges for Calendar Year 2019
shall be forwarded to the Riverside County Recorder/Clerk for
recording of a lien, and forwarded to the Riverside County
Auditor-Controller/Treasurer/Tax Collector for collection on
the tax roll in the same manner, by the same person, at the
same time, together with and not separate from the ge neral
taxes, as special assessments against the property to which
they relate, and shall constitute liens on the property in the
amount of the assessment to be added to the tax bill next
levied against the property.
SECTION 4: On or before the 10th day of August, 2020, the City Clerk is
hereby directed to file with the Riverside County
Recorder/Clerk and the Riverside County Auditor-
Controller/Treasurer/Tax Collector a copy of the Report, with
a statement endorsed thereon over his or her signature that
this has been fully adopted by the City Council, together with
a certified copy of this Resolution, and shall request that the
Delinquent Charges be recorded as a lien against the parcels
and collected on the tax bills as a special assessment for the
taxable parcels in the City identified in the Report along with
the ordinary ad valorem taxes to be levied on and collected
from owners of said parcels.
4.1.a
Packet Pg. 220 Attachment: Resolution 3819 Placing Delinquent Residential Refuse Rates on Tax Roll and Recording Lien (2019 CR&R Delinquent Solid Waste
SECTION 5: The special assessment for the Delinquent Charges
authorized herein is levied without regard to the valuation of
the subject residential real properties.
SECTION 6: If any provision of this Resolution or the application thereof to
any person or circumstance is held invalid, such invalidity
shall not affect other provisions or applications, and to this end
the provisions of this Resolution are declared to be severable.
PASSED, APPROVED AND ADOPTED this 7th day of July, 2020 by the following
vote:
AYES:
NAYS:
ABSENT:
ABSTAIN:
CITY OF SAN JACINTO:
_____________________________
Andrew Kotyuk, Mayor
ATTEST:
______________________________
Julia Espinoza, Records Clerk
City of San Jacinto
APPROVED AS TO FORM:
Best Best & Krieger LLP
______________________________
Michael J. Maurer, City Attorney
4.1.a
Packet Pg. 221 Attachment: Resolution 3819 Placing Delinquent Residential Refuse Rates on Tax Roll and Recording Lien (2019 CR&R Delinquent Solid Waste
STATE OF CALIFORNIA )
COUNTY OF RIVERSIDE ) ss
CITY OF SAN JACINTO )
CERTIFICATION
I, City Clerk of the City of San Jacinto, do hereby certify that the
foregoing Resolution No. 3819 was duly passed, and adopted at a regular
meeting of the City Council of the City of San Jacinto held on the 7th day of July,
2020, by the following vote:
AYES:
NAYS:
ABSENT:
ABSTAIN:
IN WITNESS WHEREOF, I HAVE HEREUNTO SET MY HAND AND THE
Official Seal of the City of San Jacinto this 7th day of July, 2020.
_______________________________
City Clerk / Julia Espinoza, Records Clerk
4.1.a
Packet Pg. 222 Attachment: Resolution 3819 Placing Delinquent Residential Refuse Rates on Tax Roll and Recording Lien (2019 CR&R Delinquent Solid Waste
EXHIBIT “A”
List of Assessments
4.1.a
Packet Pg. 223 Attachment: Resolution 3819 Placing Delinquent Residential Refuse Rates on Tax Roll and Recording Lien (2019 CR&R Delinquent Solid Waste
City of San Jacinto
Tax Roll Placement - Tax Year 2020-2021
2019 CR&R Delinquent Solid Waste Charges
County Fund 68-4947 - SJ CR&R Delinquent Solid Waste
Assessor Parcel
Number Tax Roll Amount
Assessor Parcel
Number Tax Roll Amount
439340003 18.14$ 434471003 257.65$
434542008 19.40$ 435142004 258.12$
438403008 19.97$ 434441007 258.98$
434403007 20.74$ 434030018 259.73$
438482035 21.70$ 436642001 260.23$
438342004 22.02$ 437400032 260.88$
436090016 22.22$ 438492012 262.94$
437042003 22.72$ 438571001 263.33$
432201002 23.33$ 432222008 263.61$
435131023 23.38$ 432223003 264.76$
437323002 27.15$ 436561042 264.80$
433500008 28.53$ 438471024 264.85$
435240004 28.70$ 437251017 264.97$
436400011 29.10$ 432242010 266.02$
547201001 29.93$ 436541045 266.02$
436581052 32.59$ 433361001 266.02$
437153012 33.65$ 437044020 267.15$
438402018 35.32$ 437111006 270.58$
436420001 36.81$ 438462003 270.98$
436490036 37.31$ 433231040 271.38$
437251002 38.05$ 438480030 271.43$
438480047 39.63$ 435152001 272.02$
438353001 40.47$ 438562001 272.22$
437391068 45.22$ 437035012 273.31$
438415003 46.18$ 437076003 273.73$
432193001 46.61$ 436550022 273.96$
435240036 46.88$ 433382021 273.99$
437111004 46.97$ 436740015 274.34$
438401028 47.65$ 432251003 274.34$
436501002 47.65$ 434321018 274.79$
433401006 47.72$ 438480052 275.67$
433371019 47.79$ 436402003 275.73$
435142004 47.98$ 438363023 276.34$
436060004 49.22$ 433411008 276.71$
438412001 49.97$ 433222033 276.90$
432221003 50.93$ 434480005 279.33$
438391013 51.10$ 436062006 281.01$
438441016 51.35$ 437373025 282.38$
433382005 53.35$ 436760003 284.05$
433413014 53.43$ 438581012 284.38$
436311003 54.10$ 436052040 284.83$
437374011 54.10$ 437251023 287.79$
434371024 54.42$ 438520007 290.99$
Page 1
4.1.b
Packet Pg. 224 Attachment: CR&R Tax Roll APN List (2019 CR&R Delinquent Solid Waste Tax Roll Placement)
City of San Jacinto
Tax Roll Placement - Tax Year 2020-2021
2019 CR&R Delinquent Solid Waste Charges
County Fund 68-4947 - SJ CR&R Delinquent Solid Waste
Assessor Parcel
Number Tax Roll Amount
Assessor Parcel
Number Tax Roll Amount
432233015 54.64$ 434416006 292.32$
435240034 54.73$ 434402005 292.97$
435132034 54.80$ 434281017 293.07$
432221010 55.01$ 433390002 295.64$
438404020 55.03$ 433341004 297.15$
436552013 55.42$ 438412029 297.65$
433222058 56.14$ 436500004 298.23$
437340015 57.64$ 436520023 298.36$
434452004 57.64$ 434370013 300.03$
435124029 58.72$ 437251022 300.29$
435152033 58.73$ 438500004 303.20$
435063026 58.83$ 436650017 303.28$
432222027 59.43$ 436130004 303.77$
433421019 60.15$ 433222045 304.40$
435064014 60.86$ 438530018 308.76$
432191014 61.52$ 438571007 310.17$
436342015 62.40$ 436590014 311.05$
433172029 62.61$ 434472027 311.30$
551552016 62.81$ 437174008 311.30$
433512019 62.88$ 435152026 311.30$
434540007 64.73$ 434520025 312.34$
438471024 65.06$ 437400013 313.52$
432203015 68.43$ 436551013 314.34$
437114013 68.84$ 435062016 315.47$
433343004 68.99$ 437174004 315.48$
438442014 70.19$ 432250015 316.69$
434431020 70.31$ 433264003 318.39$
434363001 70.41$ 438480003 319.66$
437391051 71.89$ 437153021 319.66$
551550009 71.92$ 433500037 319.66$
435131012 71.97$ 435124019 320.10$
435272001 71.97$ 434292002 321.15$
434510059 71.97$ 433351002 322.27$
436143006 72.01$ 439303071 322.27$
432233022 72.48$ 434371002 322.27$
438391014 74.01$ 437252005 322.27$
436651010 74.16$ 437023009 323.10$
435112016 74.20$ 438411015 323.45$
433234031 74.34$ 433490008 323.49$
438501002 74.34$ 436150016 323.92$
436441029 74.60$ 436181012 323.92$
436370011 75.28$ 434500015 323.92$
438482036 75.36$ 434284013 323.92$
Page 2
4.1.b
Packet Pg. 225 Attachment: CR&R Tax Roll APN List (2019 CR&R Delinquent Solid Waste Tax Roll Placement)
City of San Jacinto
Tax Roll Placement - Tax Year 2020-2021
2019 CR&R Delinquent Solid Waste Charges
County Fund 68-4947 - SJ CR&R Delinquent Solid Waste
Assessor Parcel
Number Tax Roll Amount
Assessor Parcel
Number Tax Roll Amount
547191044 75.76$ 438373006 323.96$
435151004 76.83$ 438412043 324.72$
434405016 76.88$ 439160014 326.93$
433322005 78.18$ 437260001 330.09$
436351014 79.17$ 438412012 330.09$
434292002 79.68$ 432250004 331.20$
436101025 80.36$ 436553003 331.61$
435062005 80.97$ 438563013 333.72$
437340056 82.55$ 436052004 334.55$
438591019 82.81$ 437340043 335.11$
436310014 86.40$ 434292014 335.33$
434362010 86.97$ 432234006 335.60$
436461003 87.02$ 437230022 335.88$
436350027 87.13$ 433310010 339.63$
551382014 87.49$ 433211002 339.63$
434500024 87.49$ 432081014 339.63$
437152025 87.49$ 437321022 339.63$
434370010 87.49$ 436633035 339.63$
438344018 87.49$ 438421002 339.63$
438580003 87.49$ 433264051 339.63$
434530001 87.49$ 437281029 339.89$
436652009 87.49$ 437340056 339.89$
434402031 87.49$ 434142043 340.56$
436192028 87.49$ 436061019 341.98$
434284012 87.49$ 439362002 342.04$
436561001 87.49$ 435211057 342.05$
434472024 87.49$ 433171007 342.88$
432191008 87.49$ 437142010 344.22$
433492016 87.49$ 436263009 344.53$
432200015 87.49$ 436210003 347.58$
436181012 87.49$ 433434001 347.65$
434510034 87.49$ 432092002 347.65$
436511048 87.49$ 436474011 347.65$
437340006 87.49$ 436643016 347.65$
436540003 87.49$ 436560005 347.65$
436321010 87.49$ 439363018 347.65$
436201009 87.49$ 438441058 347.65$
435271009 87.49$ 434403010 347.65$
437035019 87.49$ 436580025 348.40$
438414003 87.49$ 435151009 348.99$
435152022 87.49$ 436371020 349.12$
435330012 87.49$ 432251009 349.17$
433472025 88.64$ 547212030 350.00$
Page 3
4.1.b
Packet Pg. 226 Attachment: CR&R Tax Roll APN List (2019 CR&R Delinquent Solid Waste Tax Roll Placement)
City of San Jacinto
Tax Roll Placement - Tax Year 2020-2021
2019 CR&R Delinquent Solid Waste Charges
County Fund 68-4947 - SJ CR&R Delinquent Solid Waste
Assessor Parcel
Number Tax Roll Amount
Assessor Parcel
Number Tax Roll Amount
437111009 88.95$ 436421022 350.61$
438441075 90.18$ 438441069 350.97$
438521004 90.75$ 434540016 351.39$
433171018 91.02$ 437103017 351.47$
438461005 91.25$ 436191009 351.60$
434411004 92.02$ 437340005 352.41$
437321035 92.02$ 437141010 353.60$
436201011 93.02$ 436241006 353.67$
433512021 93.13$ 436160002 353.81$
435064012 94.29$ 433500015 354.34$
436391008 94.32$ 436591028 354.52$
435151004 95.30$ 432210027 354.52$
437161019 95.67$ 439210025 354.52$
433451001 95.74$ 435131009 354.52$
434443020 95.90$ 436761028 356.81$
437092004 100.64$ 437112002 356.81$
432203010 100.70$ 434020036 356.81$
438482022 103.21$ 436061045 356.81$
438521008 104.10$ 435063011 356.81$
438551021 104.10$ 436383011 356.81$
437021018 106.01$ 436622012 356.81$
434364010 106.44$ 438571019 356.81$
436591002 106.63$ 437372018 356.81$
437391057 107.00$ 437033003 356.81$
438412021 108.20$ 438441029 356.96$
436371024 108.37$ 436590016 356.98$
438401016 109.05$ 437043010 357.70$
438471032 111.68$ 436511042 357.81$
436530022 112.45$ 437322018 358.06$
436440022 112.45$ 436400002 358.29$
434480039 112.72$ 432233001 358.80$
434471008 113.89$ 436150021 359.01$
433171022 115.78$ 434341004 359.19$
438561005 116.00$ 435171010 360.08$
436581025 116.29$ 434323003 360.33$
434480053 116.29$ 439112040 360.38$
434141029 116.29$ 434431025 360.42$
436334007 116.46$ 436643022 360.44$
436241007 116.46$ 438560007 360.57$
436192035 117.43$ 437251010 360.65$
433463013 117.58$ 437252041 361.17$
436580003 117.60$ 436120027 361.33$
436643003 117.68$ 438341005 362.18$
Page 4
4.1.b
Packet Pg. 227 Attachment: CR&R Tax Roll APN List (2019 CR&R Delinquent Solid Waste Tax Roll Placement)
City of San Jacinto
Tax Roll Placement - Tax Year 2020-2021
2019 CR&R Delinquent Solid Waste Charges
County Fund 68-4947 - SJ CR&R Delinquent Solid Waste
Assessor Parcel
Number Tax Roll Amount
Assessor Parcel
Number Tax Roll Amount
436432001 119.53$ 434442001 362.18$
436332008 119.85$ 437161029 362.32$
436561019 119.98$ 436633020 363.36$
436642016 120.47$ 433381027 364.02$
432292007 120.49$ 439342034 364.29$
434322007 121.14$ 437391025 364.42$
436621011 121.76$ 434401016 364.74$
436590032 121.97$ 434510015 365.17$
437057003 122.38$ 436511040 365.44$
438402015 123.50$ 547201002 365.57$
438471043 124.34$ 436050017 365.57$
437322013 126.84$ 436393029 365.57$
438571023 128.28$ 438352013 365.57$
436191011 129.05$ 436541015 365.57$
437073010 131.30$ 436092004 365.77$
433130029 133.37$ 435061004 366.70$
433492009 133.37$ 436210013 366.93$
437035015 134.13$ 436400001 367.13$
436381014 134.72$ 434142004 367.14$
437120029 135.02$ 437103015 367.38$
439210002 135.81$ 438591039 367.47$
437410008 135.88$ 436120037 369.81$
437101017 136.81$ 434371010 369.85$
433342020 136.99$ 436440038 370.97$
435152007 137.66$ 434442013 371.65$
437062008 138.89$ 434442017 371.70$
437061024 139.63$ 436291021 372.85$
438563025 139.85$ 551381013 373.32$
433252076 140.74$ 436101035 374.21$
437391017 141.07$ 433171002 374.34$
433390008 141.29$ 433373007 374.34$
438471019 141.46$ 437052009 374.34$
436541016 141.85$ 436552006 374.34$
434453002 143.63$ 439150010 374.34$
437111006 143.63$ 433270021 374.34$
434141001 144.15$ 437230021 374.34$
433404023 144.19$ 434292014 374.34$
432201006 145.85$ 437162033 374.34$
436501027 145.89$ 435111003 374.34$
433390023 146.10$ 435020008 374.34$
435280030 147.20$ 435240003 374.34$
436301025 147.65$ 436332004 374.34$
436310021 147.65$ 432203001 374.34$
Page 5
4.1.b
Packet Pg. 228 Attachment: CR&R Tax Roll APN List (2019 CR&R Delinquent Solid Waste Tax Roll Placement)
City of San Jacinto
Tax Roll Placement - Tax Year 2020-2021
2019 CR&R Delinquent Solid Waste Charges
County Fund 68-4947 - SJ CR&R Delinquent Solid Waste
Assessor Parcel
Number Tax Roll Amount
Assessor Parcel
Number Tax Roll Amount
438571010 147.65$ 438560026 374.34$
434530015 149.46$ 436050002 374.34$
436302006 149.95$ 436120028 374.34$
436431005 150.59$ 438571029 374.34$
434283022 151.92$ 439340013 374.34$
436463004 152.23$ 436421024 374.34$
437076003 152.48$ 437074019 374.34$
438363014 152.97$ 438590004 374.34$
437021005 153.36$ 437130022 374.34$
437093005 153.46$ 436741013 374.34$
438353001 154.00$ 433390024 374.34$
434453002 154.83$ 438600006 374.34$
438500011 155.38$ 438521010 374.34$
436331003 156.02$ 436520024 374.34$
433321004 158.54$ 438413014 374.34$
434322012 158.83$ 434284034 374.34$
437092004 159.43$ 433501020 374.34$
435272026 159.99$ 433381030 374.34$
437162022 161.37$ 438401006 374.34$
437174001 161.85$ 436372001 374.34$
437282033 162.18$ 435124009 374.34$
437350008 163.63$ 434351005 374.34$
435124029 164.44$ 437041003 374.34$
437057003 165.68$ 434510030 374.34$
434311001 166.26$ 437142030 374.34$
434510028 167.17$ 436290006 374.34$
436553006 169.13$ 438361016 374.34$
437022001 169.51$ 436520036 374.34$
435063007 169.83$ 434402019 374.34$
434541001 170.14$ 436552008 374.34$
435124034 170.97$ 432221004 374.34$
434471014 170.97$ 436381005 374.34$
437251018 170.97$ 436650008 374.34$
434142042 170.97$ 436581026 374.34$
437112024 170.97$ 437161007 374.34$
439160004 171.97$ 432242007 374.34$
434532027 171.97$ 439160004 374.34$
437282018 171.97$ 436321001 374.34$
436742001 171.97$ 436150005 374.34$
434142027 171.97$ 438550006 374.34$
436350035 171.97$ 433473001 374.34$
433341006 171.97$ 434452013 374.34$
436290017 171.97$ 437300032 374.34$
Page 6
4.1.b
Packet Pg. 229 Attachment: CR&R Tax Roll APN List (2019 CR&R Delinquent Solid Waste Tax Roll Placement)
City of San Jacinto
Tax Roll Placement - Tax Year 2020-2021
2019 CR&R Delinquent Solid Waste Charges
County Fund 68-4947 - SJ CR&R Delinquent Solid Waste
Assessor Parcel
Number Tax Roll Amount
Assessor Parcel
Number Tax Roll Amount
434461005 171.97$ 436131024 374.34$
432242006 171.97$ 436462002 374.34$
439303010 171.97$ 436091016 374.34$
438422017 171.97$ 436622005 374.34$
433222026 171.97$ 432291005 374.34$
434123004 171.97$ 434501015 374.34$
435280028 171.97$ 432202021 374.34$
437021017 171.97$ 433231022 374.34$
433332004 171.97$ 436190005 374.34$
437282010 171.97$ 436501006 374.34$
435160016 171.97$ 436471008 374.34$
438463012 171.97$ 433371011 374.34$
437373022 171.97$ 438591025 374.34$
437035001 171.97$ 432222018 374.34$
434020018 171.97$ 432291012 374.34$
434322030 172.14$ 434281005 374.34$
434322011 172.60$ 436643025 374.34$
434415006 173.13$ 436421001 374.34$
438591067 173.21$ 436350013 374.34$
434142027 174.04$ 436334001 374.34$
436040013 174.29$ 436433007 374.34$
436191025 174.34$ 438352012 374.34$
438560002 174.34$ 436301024 374.34$
436191026 174.34$ 436060019 374.34$
437141006 174.34$ 436530026 374.34$
435171011 175.11$ 434543023 374.34$
435171010 175.17$ 434530010 374.34$
434411008 176.63$ 436440019 374.34$
438600032 177.68$ 437043018 374.34$
438431003 178.85$ 434124026 374.34$
437340001 179.00$ 436590015 374.34$
547213005 179.10$ 437112003 374.34$
438432010 179.34$ 436550006 374.34$
436144004 183.01$ 435271025 374.34$
435152026 184.15$ 434121015 374.34$
432230015 184.42$ 436631001 374.34$
435151002 184.78$ 436341011 374.34$
434413004 185.57$ 434281029 374.34$
434501023 188.41$ 434370007 374.34$
434510037 188.65$ 436263007 374.34$
436552020 188.68$ 436301033 374.34$
432241002 189.97$ 433310011 374.34$
432093004 190.23$ 436181030 374.34$
Page 7
4.1.b
Packet Pg. 230 Attachment: CR&R Tax Roll APN List (2019 CR&R Delinquent Solid Waste Tax Roll Placement)
City of San Jacinto
Tax Roll Placement - Tax Year 2020-2021
2019 CR&R Delinquent Solid Waste Charges
County Fund 68-4947 - SJ CR&R Delinquent Solid Waste
Assessor Parcel
Number Tax Roll Amount
Assessor Parcel
Number Tax Roll Amount
436191027 190.67$ 436191021 374.34$
433361013 192.04$ 433493012 374.34$
435152026 193.00$ 436263001 374.34$
436341010 193.00$ 436290008 374.34$
437093006 194.17$ 434281014 374.34$
436350009 195.19$ 436643028 374.34$
438402021 196.09$ 438591032 374.34$
435271039 198.31$ 436541028 374.34$
437252021 199.48$ 438461026 374.34$
436150033 199.97$ 434520015 374.34$
437174009 200.64$ 432213005 374.34$
434511001 200.64$ 436265001 374.34$
432212006 200.64$ 434452009 374.34$
435063009 200.64$ 437410041 374.34$
437373028 200.64$ 436351011 374.34$
436181013 200.73$ 551553002 374.34$
434351009 203.39$ 435091018 374.34$
437152012 205.97$ 436441028 374.34$
433381001 206.78$ 432252005 374.34$
437114011 207.76$ 432230024 374.34$
435280002 208.30$ 436350007 374.34$
433211015 208.72$ 437252002 374.34$
437391015 209.96$ 436350024 374.34$
434510019 210.23$ 436462017 374.34$
437251027 210.52$ 438500003 374.34$
436441015 211.29$ 437051011 374.34$
434283020 211.70$ 438501007 374.34$
434441003 212.57$ 434442025 374.34$
436130008 214.53$ 436580015 374.34$
432070012 214.63$ 434142026 374.34$
435171001 214.92$ 436581012 374.34$
435141030 216.02$ 437092010 374.34$
437392009 216.98$ 433231041 374.34$
435091010 217.16$ 433461007 374.34$
436540015 217.68$ 438432013 374.34$
433372008 217.91$ 438411010 374.34$
434292005 218.08$ 436131004 374.34$
434141009 218.43$ 437323009 374.34$
438590011 218.91$ 436130002 374.34$
434292019 222.63$ 437031009 374.34$
436371017 222.63$ 435122021 374.34$
436541034 224.55$ 437151015 374.34$
436581048 224.79$ 437091003 374.34$
Page 8
4.1.b
Packet Pg. 231 Attachment: CR&R Tax Roll APN List (2019 CR&R Delinquent Solid Waste Tax Roll Placement)
City of San Jacinto
Tax Roll Placement - Tax Year 2020-2021
2019 CR&R Delinquent Solid Waste Charges
County Fund 68-4947 - SJ CR&R Delinquent Solid Waste
Assessor Parcel
Number Tax Roll Amount
Assessor Parcel
Number Tax Roll Amount
434480013 225.91$ 436581067 374.34$
432203008 226.01$ 436393003 374.34$
438422008 226.82$ 434122006 374.34$
437045001 226.82$ 437066001 374.34$
434415006 226.82$ 433401017 374.34$
434311001 226.82$ 434411005 374.34$
434411004 227.20$ 433252036 374.34$
437114016 228.65$ 437066002 374.34$
437391003 229.65$ 434313008 374.34$
438441037 230.23$ 434020035 374.34$
437053009 230.27$ 435101012 374.34$
436541001 232.85$ 436181021 374.50$
434363019 232.92$ 437282035 374.76$
438550005 232.98$ 435152015 375.38$
438422008 233.13$ 437073012 375.71$
433211015 233.97$ 437261010 375.73$
438500004 234.70$ 433390012 375.73$
435152026 235.69$ 436310007 376.30$
433265058 237.57$ 436643030 376.85$
551383018 238.42$ 436430012 377.49$
433500039 239.33$ 434151012 378.01$
434480063 239.67$ 432232002 380.08$
432202001 239.71$ 437161015 380.32$
434541003 240.35$ 435063014 380.32$
436290027 240.39$ 436180003 380.97$
437373013 240.56$ 436430002 382.41$
435171012 241.10$ 437044004 383.00$
434540018 242.88$ 433354008 383.13$
436312002 243.56$ 432312006 384.90$
437073003 243.86$ 434530002 387.44$
434101004 244.51$ 433500032 387.44$
434404013 244.73$ 435112011 387.44$
434281018 246.27$ 434151008 387.45$
437104005 246.27$ 432222017 387.78$
433222065 246.27$ 432241029 389.36$
434283016 246.45$ 436450013 390.44$
436560006 247.12$ 435152020 395.17$
433341008 248.06$ 433501013 397.39$
437391040 248.94$ 437120059 399.25$
436120001 248.96$ 433371018 400.41$
438382022 249.18$ 435171010 404.65$
437112024 249.43$ 432241020 406.65$
437053010 250.22$ 437101007 411.54$
Page 9
4.1.b
Packet Pg. 232 Attachment: CR&R Tax Roll APN List (2019 CR&R Delinquent Solid Waste Tax Roll Placement)
City of San Jacinto
Tax Roll Placement - Tax Year 2020-2021
2019 CR&R Delinquent Solid Waste Charges
County Fund 68-4947 - SJ CR&R Delinquent Solid Waste
Assessor Parcel
Number Tax Roll Amount
Assessor Parcel
Number Tax Roll Amount
436141009 250.64$ 438414011 412.01$
435141003 250.64$ 437114021 414.87$
437301005 250.64$ 435092011 414.87$
433492008 250.64$ 433382012 418.31$
436450013 250.69$ 434420006 427.78$
437200018 251.97$ 435124020 427.78$
432191011 253.20$ 437200004 429.93$
437031017 254.09$ 434333012 431.68$
433172008 254.10$ 432233027 432.48$
436090015 254.10$ 434402030 438.08$
436510009 254.10$ 438560032 446.06$
436060002 254.10$ 436240020 447.81$
432252009 254.10$ 438563022 449.18$
437410015 254.10$ 436641026 450.73$
438471037 254.10$ 436441020 450.85$
432290001 254.10$ 434353004 451.05$
436643040 254.10$ 434471018 454.57$
436581039 254.10$ 438563003 463.85$
436581069 254.10$ 433390004 469.75$
435272025 254.10$ 438441081 484.83$
551382011 254.10$ 434322010 485.07$
435272030 254.10$ 436530017 487.44$
435091019 254.10$ 438471040 487.44$
434311011 254.10$ 432232012 487.44$
434333014 254.10$ 434371009 489.57$
435272020 254.22$ 436591017 490.99$
437141005 254.52$ 432082007 495.43$
433390029 255.32$ 437104009 502.68$
436052005 255.74$ 437032007 502.68$
433270007 255.91$ 438563023 517.86$
435151043 256.33$ 434281013 530.51$
436561009 256.57$ 432242001 592.90$
437112019 256.81$ 433212033 739.98$
432092018 256.81$ 435124006 743.23$
437101002 257.25$ 434020020 743.23$
435171033 257.37$ 436742009 1,112.12$
846 215,291.49
Page 10
4.1.b
Packet Pg. 233 Attachment: CR&R Tax Roll APN List (2019 CR&R Delinquent Solid Waste Tax Roll Placement)
July 7, 2020
TO: City Council
REQUESTED BY: Tom Prill, Deputy City Manager
APPROVED BY: Robert A. Johnson, City Manager
SUBJECT: Code Enforcement Administrative Citations Tax Roll 20/21
RECOMMENDATION:
Staff recommends that the City Council adopt the following Resolution No. 3820 confirming the
collection and assessment of unpaid nuisance abatement costs and administrative citations on the
County property tax roll for Fiscal Year 2020-2021
DISCUSSION:
Code Enforcement staff has issued administrative citations in response to municipal code
violations, and in certain circumstances, has initiated emergency abatement actions to remedy
conditions found to exist in land within the City that is considered to be detrimental to public
health, safety or welfare or which interfere with reasonable enjoyment of life or property, and
thereby create a public nuisance.
Code Enforcement staff has provided proper notice to the affected property owners as
determined by the Municipal Code, and the Community Preservation Committee (CPC) has
reviewed and approved the fines on each of the properties. The list of properties was reviewed in
its entirety at the June 9, 2020 Special Meeting of the CPC.
The attached list of administrative citations and abatement actions remain unpaid as of the
preparation of this staff report. Parcels will be removed from the list if payment has been
received before submission to the County, or upon further action of the CPC. The Municipal
Code provides for the placement of the unpaid administration citations and nuisance abatement
costs on the property tax roll as a means of collecting this debt. The Municipal Code requires
City Council approval of the parcels to be submitted for placement on the County tax roll.
FISCAL IMPACT:
The collection of unpaid nuisance abatement costs and administrative citations offset
expenditures incurred by the Code Enforcement staff and directly affect the General Fund.
ATTACHMENTS:
Resolution 3820 Tax Roll 20-21
List for Council 20-21
4.2
Packet Pg. 234
1
STATE OF CALIFORNIA ) RESOLUTION NO. 3820
COUNTY OF RIVERSIDE ) ss
CITY OF SAN JACINTO )
A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF SAN
JACINTO, CALIFORNIA, CONFIRMING THE COLLECTION AND
ASSESSMENT OF UNPAID NUISANCE ABATEMENT COSTS AND
ADMINISTRATIVE CITATIONS ON THE COUNTY PROPERTY TAX
ROLL FOR FISCAL YEAR 2020-2021
WHEREAS, the City of San Jacinto declares its intent to have minimum
maintenance of property in the City and to identify and remedy conditions found to
exist in land within the City that is considered to be detrimental to public health,
safety or welfare or which interfere with the reasonable enjoyment of life or
property, and thereby create a public nuisance; and
WHEREAS, the City of Jacinto has initiated proceedings for nuisance
abatements under Chapter 8.44 et.seq. under the City of San Jacinto Municipal
Code; and
WHEREAS, the City of San Jacinto has issued administrative citations for
code violations under Chapter 1.28 under the City of San Jacinto Municipal Code;
and
WHEREAS, the City has duly given notice of a Declaration of Public
Nuisance in accordance with M.C. 8.44.070 to the owner, occupant or person in
control of the property in accordance with M.C. 8.44.100 and followed all proper
procedures as required under the Municipal Code to address the abatement of a
nuisance by duly noticing the owner, occupant or person in control of the property;
and
WHEREAS, the City has issued administrative citations and has abated
property due to a declared emergency abatement in those cases where a condition
constituting an immediate hazard or threat of harm and the City h as abated
property due to a failure to voluntarily abate a declared notice in a reasonable time
or reasonable manner by the owner, occupant or person in control of the property;
and
WHEREAS, such costs incurred by the City for property abatement and
unpaid administrative citations have been imposed against the respective subject
properties, and shall therefore constitute a special assessment in accordance with
Municipal Code 8.44.220 and 1.28.110 and upon recordation in the office of the
County Recorder shall constitute a lien on the property in the amount of such
assessment, pursuant to the provisions of Government Sections 38773.5
(abatement) and 53069.4 (administrative citations); and
WHEREAS, the City Council hereby requests that the County, acting for the
City, add the amounts of the respective assessments to the next regular tax bills
levied against the respective lots and parcels of land, and thereafter the amounts
4.2.a
Packet Pg. 235 Attachment: Resolution 3820 Tax Roll 20-21 (Code Enforcement Administrative Citations Tax Roll 20/21)
2
shall be collected at the same time and in the same manner as ordinary municipal
taxes are collected and shall be subject to the same procedure under foreclosure
and sale in case of delinquency as provided for ordinary municipal taxes; and
WHEREAS, the assessments proposed for the 2020-2021 Fiscal Year are
exempt from Proposition 218; and
WHEREAS, the adoption of this Resolution, among other things, is required
to levy the proposed special assessment for Fiscal Year 2020-2021 for the City;
NOW, THEREFORE, BE IT RESOLVED, determined and ordered by the
City Council of the City of San Jacinto, as follows:
SECTION 1: Following notice duly given to the owner, occupant or person
in control of the property before the Community Preservation Committee, the City
Council fully considered the levy of the proposed special assessments within the
City, for costs remaining unpaid as of July 7, 2020 to reimburse the City for the
costs and expenses of abating property and for any unpaid administrative citations.
All interested persons were afforded the opportunity to hear and be heard before
the Community Preservation Committee.
SECTION 2: The City Council hereby confirms the special assessments
set forth in Exhibit A. The City Council hereby requests that the County, acting for
the City, add the amounts of the respective assessments to the next regular tax
bills levied against the respective lots and parcels of land, and thereafter the
amounts shall be collected at the same time and in the same manner as ordinary
municipal taxes are collected and shall be subject to the same procedure under
foreclosure and sale in case of delinquency as provided for ordinary municipal
taxes. Administrative citation and abatement amounts may be removed from the
tax roll, if such citations are paid following the adoption of this Resolution, or if in
the opinion of the City Manager and City Attorney such removal is warranted.
SECTION 3: The adoption of this resolution constitutes the levy of an
assessment for the Fiscal Year commencing July 1, 2020 and ending June 30,
2021. Said assessment is levied without regard to property valuation.
SECTION 4: The County Auditor of Riverside County shall enter on the
County Assessment Roll opposite each lot or parcel of land the amount of the
assessment and such assessment shall then be collected at the same time and in
the same manner as the County taxes are collected. After collection by the County,
the net amount of the assessments shall be paid to the City Treasurer.
SECTION 5: The City Treasurer shall deposit all moneys representing
assessments collected by the County to the credit of a special fund known as San
Jacinto Code Violations Fund 68-2803.
SECTION 6: The City Clerk is hereby authorized and directed to file the
assessment with the County Auditor-Controller, together with a certified copy of
this Resolution upon its adoption.
4.2.a
Packet Pg. 236 Attachment: Resolution 3820 Tax Roll 20-21 (Code Enforcement Administrative Citations Tax Roll 20/21)
3
PASSED, APPROVED and ADOPTED, the 7th day of July, 2020 by the following
vote:
AYES:
NAYS:
ABSENT:
ABSTAIN:
CITY OF SAN JACINTO:
Andrew Kotyuk, Mayor
ATTEST:
____
Julia Espinoza, Records Clerk
City of San Jacinto
APPROVED AS TO FORM:
Best Best & Krieger LLP
____________________________
Michael Maurer, City Attorney
4.2.a
Packet Pg. 237 Attachment: Resolution 3820 Tax Roll 20-21 (Code Enforcement Administrative Citations Tax Roll 20/21)
4
STATE OF CALIFORNIA )
COUNTY OF RIVERSIDE ) ss
CITY OF SAN JACINTO )
CERTIFICATION
I, Julia Espinoza, Records Clerk of the City of San Jacinto, do hereby certify
that the foregoing Resolution No. 3820 as duly passed, and adopted at a regular
meeting of the City Council of the City of San Jacinto held on the 7th day of July,
2020, by the following vote:
AYES:
NAYS:
ABSENT:
ABSTAIN:
WITNESS MY HAND AND OFFICIAL SEAL this 7h day of July, 2020.
____________________________
Julia Espinoza, Records Clerk
City of San Jacinto
4.2.a
Packet Pg. 238 Attachment: Resolution 3820 Tax Roll 20-21 (Code Enforcement Administrative Citations Tax Roll 20/21)
5
EXHIBIT “A”
List of Assessments
4.2.a
Packet Pg. 239 Attachment: Resolution 3820 Tax Roll 20-21 (Code Enforcement Administrative Citations Tax Roll 20/21)
City of San Jacinto
Tax Roll Placement - Tax Year 2020-2021
Weed Abatement and Administrative Citation Fines
County Fund 68-2803 - San Jacinto Code Violations
Assessor Parcel
Number Tax Roll Amount
Assessor Parcel
Number Tax Roll Amount
430-130-057 301.00$ 436-342-009 3,036.00$
432-243-008 301.00$ 436-391-001 946.00$
433-160-035 776.00$ 436-402-018 791.00$
433-270-044 546.00$ 436-450-013 2,736.00$
433-291-047 601.00$ 436-490-020 1,091.00$
433-291-048 381.00$ 436-520-001 1,601.00$
433-300-034 601.00$ 436-530-001 1,726.00$
433-413-007 301.00$ 436-541-039 801.00$
433-456-001 1,891.00$ 436-560-006 301.00$
433-490-022 301.00$ 436-561-013 401.00$
433-493-002 746.00$ 436-581-050 2,981.00$
434-020-024 1,936.00$ 436-610-001 2,676.00$
434-060-039 746.00$ 437-082-001 301.00$
434-121-005 1,441.00$ 437-092-013 546.00$
434-141-018 701.00$ 437-104-002 301.00$
434-152-001 946.00$ 437-111-006 1,091.00$
434-200-005 601.00$ 437-161-015 401.00$
434-281-005 801.00$ 437-180-019 201.00$
434-281-007 446.00$ 437-200-023 301.00$
434-322-012 851.00$ 437-281-002 601.00$
434-443-011 301.00$ 437-281-010 1,751.00$
435-091-040 301.00$ 437-282-018 3,491.00$
435-101-012 1,191.00$ 437-292-033 601.00$
435-152-020 6,781.00$ 437-301-005 1,926.00$
435-171-021 2,091.00$ 437-310-029 301.00$
435-240-015 426.00$ 438-560-006 991.00$
435-240-016 346.00$ 438-580-025 401.00$
435-240-018 396.00$ 439-112-001 1,346.00$
435-330-005 576.00$ 439-150-003 4,831.00$
435-330-007 401.00$ 439-170-018 1,746.00$
436-062-007 1,091.00$ 439-170-021 3,891.00$
436-280-007 401.00$ 439-180-015 301.00$
436-290-028 301.00$ 547-191-032 1,246.00$
436-292-003 651.00$ 547-191-043 301.00$
436-292-008 1,686.00$
69 78,109.00$
4.2.b
Packet Pg. 240 Attachment: List for Council 20-21 (Code Enforcement Administrative Citations Tax Roll 20/21)
July 7, 2020
TO: City Council
REQUESTED BY: Stuart McKibbin, City Engineer
APPROVED BY: Robert A. Johnson, City Manager
SUBJECT: Local Road Safety Plan
RECOMMENDATION:
Staff recommends that the City Council 1) approve the professional services agreement with
Fehr & Peers for traffic and transportation engineering services to prepare the Local Road Safety
Plan, and 2) authorize the City Manager to execute the agreement.
DISCUSSION:
The Local Road Safety Plan (LRSP) offers a proactive approach to addressing safety needs and
demonstrates agency responsiveness to safety challenges. An LRSP provides a framework for
organizing stakeholders to identify, analyze, and prioritize roadway safety improvements on
local and rural roads. Preparing an LRSP facilitates the development of local agency
partnerships and collaboration, resulting in a prioritized list of improvements and actions.
In 2022, the LRSP will be required for the Highway Safety Improvement Program (HSIP) Cycle
11. While not required for the current HSIP Cycle 10 applications, the LSRP would improve the
competitiveness of the City’s projects. The LRSP would also furnish the City with a ready list to
select projects for other local, state, and federal grant applications.
City staff received six (6) proposals (accompanied with sealed cost proposals) from traffic and
transportation engineering consultants on May 29, 2020. City staff selected Fehr & Peers to
complete the LRSP after review of the proposals, and opened the sealed cost proposal. The
references that were listed in the proposal were contacted and they gave satisfactory remarks.
City staff has previously worked with Fehr & Peers for the Complete Streets Safety Assessment
in FY 19/20. The assessment was professional, insightful, and staff was pleased with the work
product. Fehr & Peers cost proposal is for $79,412, which is within the proposed budget. The
remaining cost proposals were sent back to the consultants unopened.
FISCAL IMPACT:
City staff received a $71,000 state funded grant to complete the LRSP. The remainder of $7,412
will be paid from the CP-002 Traffic Studies budget. This budget has sufficient funding to
complete the project.
ATTACHMENTS:
20 - 07 04 Agenda re Local Road Safety Plan (PSA)
5.1
Packet Pg. 241
20 - 07 04 Agenda re Local Road Safety Plan (PSA from Caltrans)
5.1
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5.1.a
Packet Pg. 243 Attachment: 20 - 07 04 Agenda re Local Road Safety Plan (PSA) (Local Road Safety Plan)
5.1.a
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5.1.a
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5.1.a
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5.1.a
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5.1.a
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5.1.a
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5.1.a
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5.1.a
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5.1.a
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5.1.a
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5.1.a
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5.1.a
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5.1.a
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5.1.a
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5.1.a
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5.1.a
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5.1.a
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5.1.a
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5.1.a
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5.1.a
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5.1.a
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5.1.a
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5.1.a
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5.1.a
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5.1.a
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5.1.a
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5.1.a
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5.1.a
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5.1.a
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5.1.a
Packet Pg. 304 Attachment: 20 - 07 04 Agenda re Local Road Safety Plan (PSA) (Local Road Safety Plan)
5.1.a
Packet Pg. 305 Attachment: 20 - 07 04 Agenda re Local Road Safety Plan (PSA) (Local Road Safety Plan)
5.1.b
Packet Pg. 306 Attachment: 20 - 07 04 Agenda re Local Road Safety Plan (PSA from Caltrans) (Local Road Safety Plan)
5.1.b
Packet Pg. 307 Attachment: 20 - 07 04 Agenda re Local Road Safety Plan (PSA from Caltrans) (Local Road Safety Plan)
5.1.b
Packet Pg. 308 Attachment: 20 - 07 04 Agenda re Local Road Safety Plan (PSA from Caltrans) (Local Road Safety Plan)
5.1.b
Packet Pg. 309 Attachment: 20 - 07 04 Agenda re Local Road Safety Plan (PSA from Caltrans) (Local Road Safety Plan)
5.1.b
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5.1.b
Packet Pg. 311 Attachment: 20 - 07 04 Agenda re Local Road Safety Plan (PSA from Caltrans) (Local Road Safety Plan)
July 7, 2020
TO: City Council
REQUESTED BY: Angela Walton, City Clerk
APPROVED BY: Robert A. Johnson, City Manager
SUBJECT: HEAL Ignite San Jacinto
RECOMMENDATION:
Staff recommends that the City Council adopt the attached Resolution supporting and
promoting Healthy Eating, Active Living (HEAL), and setting forth the City’s commitment to
encouraging residents to make healthier eating choices and choose a more active lifestyle.
DISCUSSION:
In 2004, the League of California Cities adopted a resolution to encourage cities to embrace
policies that facilitate activities to promote healthier lifest yle and communities, including
healthy diets and nutrition, as well as opportunities that enable citizens of all ages and
abilities to undertake exercise.
The League of California Cities has a strategic goal to promote and develop safe and healthy
cities, support s the national “Let’s Move Campaign”, and encourages California cities to adopt
preventive measures to fight obesit y. Cities across the country are leading the way in
building healthy communities as a part of the Healthy Eating Active Living Cities Campaign
strategies. The strategies are designed to develop healthier communities and prevent and
reduce overweight, obesity and related diseases.
Ignite San Jacinto has three components, which are the “be’s” that shape and focus the
programming and community outreach. “Be Healthy” aims to focus on the goal of getting our
community to be more active and encourages the use of our parks and award winning trails.
Further, “Be Healthy” encourages the community to opt for healthy eating choices and shares
resources and educational tutorials to implement new ideas at home and at work.
“Be Well” aims to focus on the goal of encouraging overall wellness at home, and work, by
bringing the community together to promote social, emotional, and mental wellness.
“Be San Jacinto” is more than representing the community, it is about impacting the overall
living environment and quality of lifestyle for all residents and business owners. This
component includes outreach, which will provide assistance to those affected by homelessness,
creating a safer community, which aims to bring amenities into San Jacinto that contribute to
being healthy and well, and searching for partnerships through grants and community
relationships.
On July 1st, 2020, the City Manager’s Office launched Ignite San Jacinto, an interactive
Community Outreach program that includes the healthy cities element. Staff is developing
programming that will support the City’s health, wellness, and community outreach goals. The
5.2
Packet Pg. 312
healthy city initiative supports the implementation of healthy eating and physical activity at
home and in parks, as well as recreation sites across the City. Ignite San Jacinto is a resource to
assist the community in making healthy choices every day and to help contribute to the
healthiest possible quality of life. Upcoming programming will support the Healthy Eating
Active Living Cities Campaign. With the support of community partners, the program is intended
to include (but not limited to) community gardens, community walking clubs, and virtual
tutorials for implementation at home that encourage healthy eating choices.
Becoming a HEAL City would open grant opportunities for San Jacinto. Several opportunities
are currently offered by the Cities of Workforce Health Program, which is sponsored by the
League Partner Program of the League of California Cities, Kaiser Permanente, Keenan, and
the HEAL Cities Campaign.
The Council may at a later date determine that the City should take additional steps to support
this initiative. Whether it be Land Use Policies/Healthy Planning using the general plan update
to articulate measurable goals and policies that will enhance resident’s opportunity for
physical activit y and access to health y food; or Health y Infrastructure Investments by focusing
infrastructure investments on walking, biking, and access to recreation.
Staff recommends that the City Council adopt the attached Resolution supporting and
promoting Healthy Eating, Active Living (HEAL), and setting forth the City’s commitment to
encouraging residents to make healthier eating choices and choose a more active lifestyle.
FISCAL IMPACT:
None at this time.
ATTACHMENTS:
RESOLUTION NUMBER 3794
Ignite_SJ_Introduction
5.2
Packet Pg. 313
STATE OF CALIFORNIA) RESOLUTION NO. 3794
COUNTY OF RIVERSIDE) ss
CITY OF SAN JACINTO)
A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF SAN JACINTO,
CALIFORNIA, ADOPTING THE HEALTHY EATING, ACTIVE LIVING
(HEAL) CAMPAIGN
WHEREAS, in 2004, the League of California Cities adopted an Annual Conference
resolution to encourage cities to embrace policies that facilitate activities to promote
healthier lifestyles and communities, including healthy diet and nutrition and adoption of
city design and planning principles that enable citizens of all ages and abilities to
undertake exercise; and
WHEREAS, the League of California Cities has a strategic goal to promote and develop
safe and healthy cities; and
WHEREAS, more than half of California’s adults are overweight or obese and therefore
at risk for many chronic conditions including diabetes, heart disease, cancer, arthritis,
stroke, and, hypertension; and
WHEREAS, the current generation of children are expected to have shorter lives than
their parents due to the consequences of obesity; and
WHEREAS, teens and adults who consume one or more sodas or sugar sweetened
beverages per day are more likely to be overweight or obese; and
WHEREAS, local land use policy governs development of the built environment in
which individuals make personal nutrition and physical activity choices; and
WHEREAS, supporting the health of residents and the local workforce would decrease
chronic disease and health care costs and increase productivity;
NOW, THEREFORE, BE IT RESOLVED by the Mayor and City Council of the City
of San Jacinto to set forth a commitment to promote and encourage health and
wellness in our communities.
APPROVED AND ADOPTED the 7th day of July, 2020 by the following vote:
AYES:
NAYS:
ABSENT:
ABSTAIN:
5.2.a
Packet Pg. 314 Attachment: RESOLUTION NUMBER 3794 (HEAL Ignite San Jacinto)
CITY OF SAN JACINTO:
_______________________________
Andrew Kotyuk, Mayor
ATTEST:
________________________________
City Clerk
APPROVED AS TO FORM:
BEST BEST & KRIEGER LLP
___________________________
Michael J. Maurer, City Attorney
5.2.a
Packet Pg. 315 Attachment: RESOLUTION NUMBER 3794 (HEAL Ignite San Jacinto)
STATE OF CALIFORNIA)
COUNTY OF RIVERSIDE) §
CITY OF SAN JACINTO)
CERTIFICATION
I, City Clerk of the City of San Jacinto, California, do hereby certify that the foregoing
Resolution Number 3794 was duly and regularly adopted by the City Council of the City
of San Jacinto at a regular meeting held the 7th day of July, 2020, by the following called
vote:
AYES:
NAYS:
ABSENT:
ABSTAIN:
WITNESS MY HAND AND OFFICIAL SEAL the 7th day of July, 2020.
______________________________
City Clerk
5.2.a
Packet Pg. 316 Attachment: RESOLUTION NUMBER 3794 (HEAL Ignite San Jacinto)
5.2.b
Packet Pg. 317 Attachment: Ignite_SJ_Introduction (HEAL Ignite San Jacinto)
WHAT IS IGNITE SAN JACINTO?
GROUPS ALL COMMUNITY OUTREACH WITH DIFFERENT FOCUSES
Be Healthy.Be Well.Be San Jacinto.
Healthy Cities Component Built Environment
•HEAL Resolution
•Virtual Tutorials
•Community Gardens
•Walking Clubs
•School District
Partnership
•Insurance Coverage
•Mental Health
Awareness
•Social Wellness
•Encourage Wellness in
the Workplace
•Homeless Outreach
•Grants
•Marketing our Parks
and Trails
•Farmers Markets
•Making our City More
Mobile
•Lessening our footprint
Essential Community Partnerships
Health Fairs
Resource Connection
Education Based Programming
5.2.b
Packet Pg. 318 Attachment: Ignite_SJ_Introduction (HEAL Ignite San Jacinto)
Virtual Launch:
07/01/2020 (covid 19)
•1st Virtual Tutorial: Starting a Veggie Garden with handouts
•Website Launch
Seeking Community Partnerships
HEAL Resolution:
Going to City Council on 7/7
Designates us as a HEAL City
Opening up grant opportunities
CURRENT STATUS
5.2.b
Packet Pg. 319 Attachment: Ignite_SJ_Introduction (HEAL Ignite San Jacinto)
Looks different for everyone. Creative. Innovative.
Educational
Resources
Support in our outreach goals
•Homelessness (services housing, outreach, “in-reach” events)
•Addressing Health Concerns (prevention, increasing accessibility by bringing
healthcare options)
•Improving the mobility of our residents
COMMUNITY PARTNERSHIPS
5.2.b
Packet Pg. 320 Attachment: Ignite_SJ_Introduction (HEAL Ignite San Jacinto)
QUESTIONS?
5.2.b
Packet Pg. 321 Attachment: Ignite_SJ_Introduction (HEAL Ignite San Jacinto)
CYNTHIA ESPINOSA
ASSISTANT TO THE CITY MANAGER
951-487-7330 X 307
CESPINOSA@SANJACINTOCA.GOV
RENE YARNALL
COMMUNITY DEVELOPMENT MANAGER
951-487-7330 X 375
CONTACT INFORMATION
IgniteSanJacinto@sanjacintoca.gov
5.2.b
Packet Pg. 322 Attachment: Ignite_SJ_Introduction (HEAL Ignite San Jacinto)