24-0618_ORANGE, COUNTY OF_F1a_Agenda ReportCity of San Juan Capistrano
Agenda Report
TO: Honorable Mayor and Members of the City Council
FROM: Benjamin Siegel, City Manager
SUBMITTED BY: Ken Al-Imam, Chief Financial Officer
PREPARED BY: John Jayasinghe, Finance Manager
DATE: June 18, 2024
SUBJECT: Operating and Capital Budget for Fiscal Year 2024-25, including:
Seven-Year Capital Improvement Program for Fiscal Years 2024-25
through 2030-31; Measure M2 Seven-Year Capital Improvement
Program for Fiscal Years 2024-25 through 2030-31; Fiscal Year
2024-25 Appropriations Limitation; Property Tax Rate for 2017
Taxable General Obligation Refunding Bonds (Measure Y) for Fiscal
Year 2024-25; Fifth and Sixth Amendments to Five-Year Agreement
with County of Orange for Law Enforcement Services; Memoranda
of Understanding with Employee Associations; Amendments to
Resolution 23-06-20-11, Personnel Classification and
Compensation Plans; and, Notice of Intent to Use Animal Care
Services
RECOMMENDATIONS:
1. Adopt the Resolution that approves the Operating and Capital Budget for Fiscal
Year 2024-25;
2. Adopt the Resolution that approves the Seven-Year Capital Improvement Program
for Fiscal Years 2024-25 through 2030-31;
3.Approve the Measure M2 Seven-Year Capital Improvement Program for Fiscal
Years 2024-25 through 2030-31;
4.Adopt the Resolution establishing the Fiscal Year 2024-25 Appropriations
Limitation;
6/18/2024
F1a
City Council Agenda Report
June 18, 2024
Page 2 of 11
5. Adopt the Resolution establishing the property tax rate for the 2017 Taxable
General Obligation Refunding Bonds (Open Space Measure Y) for Fiscal Year
2024-25;
6. Approve the Fifth Amendment to the Five-Year Agreement with the County of
Orange for the provision of Fiscal Year 2023-24 law enforcement services;
7. Approve the Sixth Amendment to the Five-Year Agreement with the County of
Orange for the provision of Fiscal Year 2024-25 law enforcement services;
8. Approve the 2024-2027 Memorandum of Understanding between the City and the
Classified Employees Association;
9. Approve the 2024-2027 Memorandum of Understanding between the City and the
Management and Professional Employees Association;
10. Adopt Resolutions amending Resolution No. 23-06-20-11, the City’s Personnel
Classification and Compensation Plan; and,
11. Approve and authorize the City Manager to sign a Notice of Intent to use animal
care services provided under the City’s agreement with the County of Orange for
the period from July 1, 2024, through June 30, 2025.
EXECUTIVE SUMMARY:
The appropriations set forth in the accompanying resolutions reflect the proposed
Operating and Capital Budget for Fiscal Year 2024-25 and the proposed Seven-Year
Capital Improvement Program for Fiscal Years 2024-25 through 2030-31. The
recommended actions also include annual approval of public safety contract services,
approval of labor agreements with the City’s two employment associations, and approval
of new projects and other budget and personnel changes discussed at the budget
workshop.
DISCUSSION/ANALYSIS:
Operating and Capital Budget
On May 21, 2024, the City held a budget workshop to review with the City Council the
proposed budget for Fiscal Year 2024-25. At the workshop, the City Council received a
detailed staff presentation and directed staff to reflect in the finalized budget that is posted
to the City’s website the changes set forth in Exhibit B to the accompanying budget
resolution (Attachment 1). The budget changes set forth in Exhibit B include the addition
of $100,000 toward contracted code enforcement services and $50,000 to study an
expansion of decorative lighting in the downtown area pursuant to City Council direction,
as well as other changes proposed by staff and approved by Council at the workshop for
inclusion in the budget.
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June 18, 2024
Page 3 of 11
A summary of the proposed budget for the Fiscal Year 2024-25 Operating and Capital
Improvement Budget that was presented to City Council at the budget workshop is set
forth below:
Seven-Year Capital Improvement Program
The Seven-Year Capital Improvement Program presented at the budget workshop
provided an update of the program to reflect revised revenue projections and an
advancement of projects to the extent permitted by available funding.
A summary of the Seven-Year Capital Improvement Program for Fiscal Years 2024-25
through 2030-31 is set forth below:
At the budget workshop, the City Council directed staff to reflect in the finalized Seven-
Year Capital Improvement Program that is posted to the City’s website the changes set
forth in Exhibit B to the Seven-Year Capital Improvement Program resolution (Attachment
2). These changes include funding for:
Operating
Expenditures
Capital
Expenditures
Transfers
Between
Funds Total
General Fund 36,188,131$ 1,628,140$ -$ 37,816,271$
Other Governmental Funds 5,247,180 4,794,000 769,000 10,810,180
Enterprise Funds - - - -
Internal Service Funds 8,490,195 100,000 - 8,590,195
Total All City Funds (1)49,925,506$ 6,522,140$ 769,000$ 57,216,646$
Fiscal Year 2024-25
(1) Totals do not include the San Juan Public Financing Authority and San Juan Capistrano Housing
Authority (See Exhibit A to the Resolution).
Project
Fiscal Year (1)Expenditures
2024-25 6,522,140$
2025-26 16,124,000
2026-27 4,636,440
2027-28 5,605,500
2028-29 4,082,000
2029-30 3,098,000
2030-31 828,000
TOTAL 40,896,080$
(1) The Fiscal Year 2024-25 project expenditures have been appropriated as part of the 2024-25
Operating and Capital Budgets.
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June 18, 2024
Page 4 of 11
• City Hall Campus improvements ($1.2 million)
• Serra Park improvements ($200,000)
• Acu Park improvements ($200,000)
• La Novia East Park improvements ($500,000)
• TJ Meadows improvements ($50,000)
• La Sala improvements ($50,000)
• La Novia Bridge preliminary design ($200,000)
A modified version of the Seven-Year Capital Improvement Program for Fiscal Years
2024-25 through 2030-31 has been included at Attachment 3 to meet the requirements
of the OCTA Measure M2 program. This version of the Seven-Year Capital Improvement
Program includes costs associated with the City’s senior mobility program and summer
trolley program that are not capital expenditures for budgetary purposes. Approval of this
document is required to continue to receive Measure M2 transportation funds.
Establishment of the Appropriations Limitation for Fiscal Year 2024-25
Article XIII of the California State Constitution requires that local governments establish
a limitation on the amount of proceeds of taxes that may be appropriated for spending. It
is the City’s responsibility to calculate the annual appropriations limit using a methodology
established by state statute. The previous fiscal year’s limit is increased by a unifying
factor that takes into account changes in population as well as inflation. For the inflation
factor, cities may choose either the change in the measurement of California Per Capita
Personal Income (CCPI) or the change in the amount of the City’s assessed valuation
that is due to non-residential construction. For the population factor, cities can select
either the change in population for the city or that of the county. The choice of each of
these factors is made by an annual election of Council by means of a resolution.
Based on the foregoing methodology set forth in state law, the appropriations limitation
for Fiscal Year 2024-25 has been determined to be $108,758,899 (Exhibit A of
Attachment 4). The City's budgeted expenditures for Fiscal Year 2024-25 that are funded
by proceeds of taxes as defined by state law are significantly below the limit and,
therefore, the City’s Fiscal Year 2024-25 Budget is in compliance with the State
Constitution with respect to this matter.
Approval of Property Tax Rates for Voter-Approved Bonded Indebtedness
On November 4, 2008, voters approved Measure Y, which provided $30 million in bond
funding for the acquisition, preservation, enhancement and improvement of land to
protect and preserve open space, natural areas, creeks and streams, historic areas,
undeveloped hillsides, natural ridges and to provide additional recreational amenities,
such as bike and walking trails, equestrian facilities, parks and sports fields. Pursuant to
Measure Y, $30 million in bonds were issued under this measure in January 2010. In
February 2017, the City issued taxable refunding bonds to refinance the original bonds.
The City must annually establish the ad valorem tax rate that is necessary to fund the
annual installments of principal and interest that are associated with voter-approved
bonded indebtedness (general obligation bonds). The calculation for this tax rate takes
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June 18, 2024
Page 5 of 11
into account the debt service requirements for the year in question in order to determine
the amount that needs to be collected from the ad valorem tax levy to fully fund debt
service on the general obligation bonds of the City. Once that amount is determined, it is
then divided by the estimated amount of secured assessed valuation applicable to the
fiscal year in question to arrive at the tax rate for the levy. Upon approval by the City
Council, the County of Orange is notified of the approved rate for placement on the
property tax roll. The ad valorem tax rate for the City’s voter-approved debt for Fiscal
Year 2024-25 is $ 0.01705 per $100 of assessed valuation (Attachment 5), a rate
comparable to that of the prior year.
Fifth and Sixth Amendments to Law Enforcement Services Agreement with County
of Orange
The Five-Year Law Enforcement Services Agreement (Agreement) with the Orange
County Sheriff’s Department (OCSD) was initiated on July 1, 2020, and will terminate on
June 30, 2025 (Attachment 6). The agreement provides that the County annually provide
in the form of an amendment (Attachment 7) a financial plan that sets forth the cost of
service for the ensuing fiscal year. In addition, staff recommends approval of an additional
amendment (Attachment 8) that more clearly identifies for grant funding purposes the
Homelessness Liaison Officer that was assigned to homelessness outreach during the
2023-24 Fiscal Year.
Included in the cost of service for Fiscal Year 2024-25 is the addition of one deputy, one
vehicle and the elimination of one Crime Prevention Specialist position as directed by City
Council at the budget workshop. The total cost of law enforcement service for Fiscal Year
2024-25 is $13,509,666, which is 7.46% greater than the cost of service for Fiscal Year
2023-24. Of the 7.46% increase in the cost of service for Fiscal Year 2024-25, 2.62% is
associated with the net cost of adding one deputy, adding one vehicle and eliminating
one Crime Prevention Specialist position. Most of the increase in cost associated with this
change in service will be funded by the Permanent Local Housing Allocation funding that
the City annually receives from the State.
The OCSD contract for Fiscal Year 2024-25 provides for 31 full-time OCSD employees
dedicated to service in San Juan Capistrano. The following chart summarizes the City’s
law enforcement staffing resources:
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June 18, 2024
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The City also shares law enforcement resources with other South Orange County cities.
In Fiscal Year 2024-25 these shared personnel resources would equate to 16.9 full-time
employees. The following chart depicts the City’s shared law enforcement personnel
resources:
In addition to these resources, OCSD provides the City with specialized resources that
support local deputies and address economic crimes, gang suppression and other
matters that require specialized personnel.
Staffing Changes
At the budget workshop, staff presented to City Council a proposed reorganization plan
to merge the Public Works and Community Services Departments and to elevate the
Engineering Division of the Public Works Department as a new Department of
Engineering and Environmental Services. The cost to implement the proposed
reorganization is approximately $12,000 annually.
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June 18, 2024
Page 7 of 11
Merge Public Works and Community Services
The proposed plan would merge the Public Works Department with the Community
Services Department. The merging of these two departments will consolidate operations
under one department head, allowing staff to coordinate more effectively for the
maintenance and operation of public facilities. Combining the two departments will create
greater efficiencies, collaboration, and sharing of resources that will optimize the delivery
of service to the residents and businesses of the city.
Engineering Division Becomes Department of Engineering and Environmental Services
The proposed plan would also elevate the existing Engineering Division of the Public
Works Department to its own department in order to more effectively address the
increasing complexities of the present regulatory environment in which public agencies
must operate. This new department will also be a critical resource to support staff’s review
of private development and ongoing management of the City’s capital work plan.
The proposed reorganization plan and other proposed organizational adjustments would
create five new job classifications:
Engineering and Environmental Services Director
With the proposed reorganization to separate the Engineering Division from the
existing Public Works Department and create a new Engineering and
Environmental Services Department, staff is recommending the recruitment of a
Director to lead and manage all activities and services of the department. The
Director will replace the vacant City Engineer position and, as a licensed
professional engineer, will also serve as City Engineer.
Public Works and Community Services Director
As part of the proposed merging of the Public Works and Community Services
Departments, staff is proposing the new job classification of Public Works and
Community Services Director to lead and direct the department. Staff proposes
that the current Public Works Director would fill that role.
Principal Analyst
Replacing the vacant Senior Management Analyst position in the City Manager’s
Department, the Principal Analyst will address the department’s need for more
advanced analytical and technical support, including participating in the
negotiation of real estate transactions and development agreements, as well as
oversight of various organizational initiatives.
Senior Building & Grading Inspector
This advanced-level class in the series will provide technical oversight in areas of
specialization to other building inspection staff and will assist the Building Official
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June 18, 2024
Page 8 of 11
with special assignments such as coordinating and conducting training for
inspection staff, responding to after-hours emergencies and providing technical
guidance to emergency personnel on site.
Senior Code Enforcement Officer
This advanced-level class in the series will provide technical assistance to other
code enforcement staff, resolve more complex and sensitive code compliance
matters, and will assist and oversee projects focused on specific code compliance
challenges in the community, such as coordinating with the County health
department and the Sheriff’s department regarding unpermitted vendor activities.
Approval of these proposed new job classifications does not result in an increase in City
staff.
Other Proposed Position Changes
In conjunction with the adoption of the Fiscal Year 2024-25 budget, the following
additional staffing changes are also recommended (with a total annual cost of $50,000):
• Reclassifying an existing Engineering Technician to Assistant Engineer in order to
provide more advanced technical support to the engineering team;
• Reclassifying an existing Office Assistant in the City Manager’s Department to
Administrative Coordinator to provide more advanced administrative support to the
department;
• Reclassifying the Community Services Manager classification from an executive
level position to a management and professional level classification as the roles
and responsibilities of the position, upon the proposed reorganization, will be more
aligned with the City’s Public Works Manager classification;
• Upon evaluating the administrative support needs of the City Clerk’s office, staff
recommends downgrading the vacant Assistant City Clerk position to Office
Assistant;
• Increasing the hours of the existing part-time Administrative Specialist position in
Police Services by 10 hours per week to a full-time position to address the impacts
of the department’s increased Police Services sworn personnel and the increasing
need for administrative support.
Staff also recommends the addition of one part-time (18 hours per week) grant-funded
Community Outreach Worker. As a team, our two outreach workers continue to have
success connecting individuals experiencing homelessness to resources and,
importantly, providing housing placements; this track record of success supports our
recommendation to use our team to sustain these results.
Attachment 13 presents an updated chart of full-time equivalent employees (FTEs), which
takes into account all full-time and part-time positions proposed to be included in the
Fiscal Year 2024-25 budget. The Fiscal Year 2024-25 budget reflects 54 full-time
positions, as well as a number of part-time positions (8.10 FTEs). The 2.28 increase in
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June 18, 2024
Page 9 of 11
FTEs from the Fiscal Year 2023-24 budget to the Fiscal Year 2024-25 budget represents
hours added to existing positions.
Employee Compensation
The City has concluded labor negotiations for a proposed three-year labor agreement
with each of the City’s two employee associations, the Classified Employees Association
(CEA) and the Management and Professional Employees Association (MPEA)
(Attachments 9 and 10). Proposed salary tables that reflect the cost of living adjustments
agreed to by the parties are included with this agenda report, and proposed resolutions
approving the salary tables, creating the aforementioned new job classifications, and
amending existing job classifications are recommended for adoption (Attachments 11 and
12). Under the requirements of the Myers-Milias Brown Act, which governs collective
bargaining in California, City representatives and representatives from CEA and MPEA
began meeting in February 2024 to discuss potential successor agreements, as the
current three-year agreements expire at the end of June 2024. The City’s goal as part of
the negotiation process was to ensure the ongoing fiscal viability of the City in the short
and long-term, while recognizing the need to retain and recruit qualified staff and address
the impacts of significant inflation over the course of the current agreement term. This
goal was achieved with the proposed agreements, which cover the period from July 1,
2024, through June 30, 2027. The main points of the successor agreements that apply to
both CEA and MPEA are outlined as follows:
Term: 3 Years
Cost of Living Adjustment (COLA): Fiscal Year 2024-25 8%
Fiscal Year 2025-26 3%
Fiscal Year 2026-27 3%
Deferred Compensation Match: City matches employee’s voluntary deferred
compensation contribution up to $100/month
One-time payment: Effective 07/01/2024, one-time payment
of $4,000 for each employee
The proposed agreements also provide increased advanced notification in the event of
an anticipated employee layoff; an $80 annual increase in work boot allowance for field
personnel; increased annual vacation leave cash out from 40 hours to 60 hours for CEA,
and from 50 hours to 60 hours for MPEA. The agreement with CEA also temporarily
expands their use of Personal Necessity sick leave for the duration of the MOU.
Consistent with prior practice, cost of living adjustments provided to represented
employees are proposed to be extended to non-represented employees, which includes
part-time, limited term and executive employees. It is proposed that the one-time
payment apply to non-represented employees and pro-rated for part-time employees.
If approved by the City Council, the General Fund cost of the proposed agreements
applicable to Fiscal Year 2024-25 would be approximately $900,000.
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June 18, 2024
Page 10 of 11
Animal Care Services
Under its agreement with the County of Orange for animal care services, the City is
required to sign a Notice of Intent (Attachment 13) to contract with the County for animal
care services for Fiscal Year 2024-25. Staff recommends that the City Manager be
authorized to sign the Notice of Intent.
FISCAL IMPACT:
The fiscal impact of the Proposed Operating and Capital Budget for Fiscal Year 2024-25
on each fund of the City is summarized in Exhibits A and B to Attachment 1. The fiscal
impact of the Proposed Seven-Year Capital Improvement Program for Fiscal Years 2024-
25 through 2030-31 is summarized in Exhibits A and B to Attachment 2.
ENVIRONMENTAL IMPACT:
Not applicable.
PRIOR CITY COUNCIL REVIEW:
In the budget workshop held on May 21, 2024, the City Council reviewed the Proposed
Operating and Capital Budget for Fiscal Year 2024-25 and the Proposed Seven-Year
Capital Improvement Program for Fiscal Years 2024-25 through 2030-31 and directed
staff to reflect in the finalized budget that is posted to the City’s website the changes that
are set forth in Exhibit B to the budget resolution and the capital improvement program
resolution.
COMMISSION/COMMITTEE/BOARD REVIEW AND RECOMMENDATIONS:
The Seven Year Capital Improvement Program for Fiscal Years 2024-2031 will be
reviewed by the Planning Commission for consistency with the City’s General Plan on
July 10, 2024.
NOTIFICATION:
• Classified Employees Association
• Management and Professional Employees Association
ATTACHMENTS:
Attachment 1 Resolution Adopting the Fiscal Year 2024-25 Operating and Capital
Budget
Attachment 2 Resolution Adopting the Seven-Year Capital Improvement Program
for Fiscal Years 2024-25 through 2030-31
Attachment 3 Measure M2 Seven-Year Capital Improvement Program for Fiscal
Years 2024-25 through 2030-31
Attachment 4 Resolution Establishing the Fiscal Year 2024-25 Appropriations
Limitation
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June 18, 2024
Page 11 of 11
Attachment 5 Resolution Establishing the Property Tax Rate for the Open Space
(Measure Y) General Obligation Bonds, Series 2017 for Fiscal Year
2024-25
Attachment 6 Five-Year Agreement for Law Enforcement Services
Attachment 7 Sixth Amendment to the Five-Year Agreement for Law Enforcement
Services
Attachment 8 Fifth Amendment to the Five-Year Agreement for Law Enforcement
Services
Attachment 9 2024-2027 Memorandum of Understanding between the City and the
Classified Employees Association
Attachment 10 2024-2027 Memorandum of Understanding between the City and the
Management and Professional Employees Association
Attachment 11 Resolution Amending Resolution 23-06-20-11, the City’s Personnel
Classification and Compensation Plans for nonexecutive employees
Attachment 12 Resolution Amending Resolution 23-06-20-11, the City’s Personnel
Classification and Compensation Plans for executive employees
Attachment 13 Chart of Full-time Equivalent Positions
Attachment 14 Animal Shelter Notice of Intent
1
RESOLUTION NO. 24-06-18-XX
A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF SAN JUAN
CAPISTRANO, CALIFORNIA ADOPTING THE FISCAL YEAR 2024-25
OPERATING AND CAPITAL IMPROVEMENT BUDGET AND
AUTHORIZING EXPENDITURES AND APPROPRIATIONS RELATED
THERETO
WHEREAS, at its regular meeting on May 21, 2024, the City Council of the
City of San Juan Capistrano held a Budget Workshop to review recommendations for the
Proposed Fiscal Year 2024-25 Operating Budget and the Proposed Seven-Year Capital
Improvement Program for Fiscal Years 2024-25 through 2030-31; and,
WHEREAS, the Proposed Fiscal Year 2024-25 Operating and Capital Budget
are the basis for the financial and economic implementation of the City’s General Plan; and,
WHEREAS, the Proposed Fiscal Year 2024-25 Operating and Capital Budget
provide for service levels necessary to respond to the needs of the community and which
are deemed appropriate by the City Council, and concurrently provides a work force to fill
these service needs; and,
WHEREAS, the City Council recognizes that the Proposed Fiscal Year 2024-
25 Operating and Capital Budget will require adjustments from time to time, and
accordingly, the City Manager is authorized to execute necessary transfers to carry out the
scope of services as approved.
NOW, THEREFORE, BE IT RESOLVED, that the City Council of the City of
San Juan Capistrano does hereby determine as follows:
1. That the Proposed Fiscal Year 2024-25 Operating and Capital Budget as
presented at the budget workshop held on May 21, 2024 (Exhibit A) and as detailed in the
proposed budget document presented at the budget workshop, after giving effect to the
budget changes enumerated in Exhibit B attached hereto to be made to the same after
adoption of this resolution and after giving effect for any further budget changes authorized
by City Council in the regular City Council meeting held on June 18, 2024, is hereby
adopted.
2.That total appropriations for each fund may only be increased or decreased
by the City Council by amending the budget, except as provided herein.
3. That the legal level of budgetary control is at the fund level. Budgets may
not legally be exceeded at the fund level without appropriate authorization by the City
Council. Budgeted amounts for individual classifications within a fund may be exceeded as
long as the total annual budget for that fund is not exceeded.
ATTACHMENT 1 - Page 1 of 2
2
4. That the following controls are hereby placed on the transfers of budgeted
funds:
a. The City Manager may authorize transfers of funds from account to
account within any operating department.
b. The City Manager may authorize transfers of funds from department to
department within any fund up to $50,000.
c. The City Manager may delegate the authority to make budget
transfers and adjustments up to $10,000.
d. The City Manager may authorize budget adjustments involving
offsetting revenues and expenditures; the City Manager may authorize
increases in an appropriation for a specific purpose where the
appropriation is offset by unbudgeted revenues, which are designated for
said specific purpose; the City Manager may authorize year end budget
adjustments as may be needed to reflect final allocations of internal
service fund expenditures to the various departments.
5. That all appropriations for outstanding encumbrances and projects
currently underway and remaining unexpended at June 30, 2024, as approved by the City
Manager or his designee, are hereby appropriated to the Fiscal Year 2024-25 Operating
Budget.
PASSED, APPROVED, AND ADOPTED this 18th day of June 2024.
__________________________________
SERGIO FARIAS, MAYOR
ATTEST:
___________________________________
CHRISTY JAKL, CITY CLERK
ATTACHMENT 1 - Page 2 of 2
ProjectedProjectedBeginning Operating CIP Transfers Transfers Proposed EndingBalance Revenues Expenditures Expenditures In Out Reserve Balance7/1/2024 (1)FY 2025 FY 2025 FY 2025 FY 2025 FY 2025 Adjustments 6/30/2025GENERAL FUNDSGeneral FundUnassigned 3,318,115$ 41,391,000$ (36,188,131)$ (1,628,140) 773,000$ -$ -$ 7,665,844$ Reserve - Tuition Reimbursement Program 35,000 - - - - - - 35,000 Reserve - Cash Flow5,000,000 - - - - - - 5,000,000 Reserve - Economic Uncertainty10,000,000 - - - - - - 10,000,000 Reserve - Contingency5,000,000 - - - - - - 5,000,000 Reserve - Capital Outlay/City Hall2,500,000 - - - - - - 2,500,000 Total General Fund25,853,115 41,391,000 (36,188,131) (1,628,140) 773,000 - - 30,200,844 Parking Maintenance FundAssigned-Parking Maintenance126,337 1,418,500 (1,474,612) - - - - 70,225 Successor Agency to the CRA/Housing Authority Administration Fund Unassigned903 210,000 (208,715) - - - - 2,188 Farm Operations FundAssigned-Farm Operations339,869 222,000 (88,750) - - - - 473,119 Eastern Open Space FundAssigned-Eastern Open Space Operations(1,278,113) 400,000 (228,600) - - - - (1,106,713) GENERAL FUNDS - TOTAL25,042,111$ 43,641,500$ (38,188,808)$ (1,628,140)$ 773,000$ -$ -$ 29,639,663$ Special Revenue FundsC&D Forfeited Bonds FundRestricted-Recycling Programs1,151,633$ 25,000$ (259,590)$ -$ -$ -$ -$ 917,043$ Road Maintenance and Rehabilitation Account (RMRA)Restricted-Streets and Roads Capital Projects205,554 898,000 - (891,000) - - - 212,554 Certified Access Specialist Program (C.A.S.P.)Restricted-CASP Program22,507 1,000 (11,650) - - - - 11,857 Permanent Local Housing (PLH)Restricted-Permanent Local Housing (PLH) program300 359,700 (359,700) - - - - 300 Systems Development/Ord. 211 FundRestricted-Streets and Roads Capital Projects88,712 274,000 - (126,000) - - - 236,712 Park and Recreation FundRestricted-Parks and Recreation Capital Projects(301,898) 282,000 - (180,000) - - - (199,898) CITY OF SAN JUAN CAPISTRANOFISCAL YEAR 2024/25BUDGET SUMMARYEXHIBIT A - Page 1 of 4
ProjectedProjectedBeginning Operating CIP Transfers Transfers Proposed EndingBalance Revenues Expenditures Expenditures In Out Reserve Balance7/1/2024 (1)FY 2025 FY 2025 FY 2025 FY 2025 FY 2025 Adjustments 6/30/2025CITY OF SAN JUAN CAPISTRANOFISCAL YEAR 2024/25BUDGET SUMMARYDrainage FundRestricted-Storm Drain Capital Projects(80,077) 35,000 - - - - - (45,077) Agricultural Preservation FundRestricted-Agricultural Preservation Projects(180,855) 65,000 - - - - - (115,855) Landscape Maintenance FundRestricted-Landscape Maintenance199,860 140,000 (148,460) - - - - 191,400 CDBG/HOME FundRestricted-Housing Rehabilitation for Low and 451,534 127,000 (210,275) - - - - 368,259 Moderate Income Housing PersonsGas Tax FundRestricted-Street Rehabilitation and Maintenance(93,012) 976,000 - (684,000) - (350,000) - (151,012) CCFP FundDeveloper Contributions for Specific Projects404,571 - - - - - - 404,571 Restricted-Streets and Roads Capital Projects11,247,454 1,183,000 - (2,000,000) - - - 10,430,454 Total CCFP Fund11,652,025 1,183,000 - (2,000,000) - - - 10,835,025 S.O.N.G.S. FundRestricted-Emergency Preparedness(6,138) 147,138 (147,138) - - - - (6,138) AQMD FundRestricted-Mobile Source Emissions Reduction Programs267,951 46,000 (5,000) - - (51,000) - 257,951 Measure M FundRestricted-Streets and Roads Capital Projects158,838 981,000 - (913,000) - - - 226,838 Housing In-Lieu Fee FundRestricted-Affordable Housing6,544,916 - - - - - - 6,544,916 Non-spendable Noncurrent Receivables6,113,349 - - - - - - 6,113,349 Total Housing In-Lieu Fund12,658,265 - - - - - - 12,658,265 Local Law Enforcement Grants FundRestricted-Law Enforcement- 161,000 - - - (161,000) - - Park and Open Space Grant FundRestricted-Capital Projects- - - - - - - - Street and Highways Grant FundRestricted-Capital Projects138,773 207,000 - - - (207,000) - 138,773 Other Grants FundRestricted-Grants75,143 - - - - - - 75,143 Historic Depiction FundRestricted - Historic Depiction12,470 - - - - - - 12,470 EXHIBIT A - Page 2 of 4
ProjectedProjectedBeginning Operating CIP Transfers Transfers Proposed EndingBalance Revenues Expenditures Expenditures In Out Reserve Balance7/1/2024 (1)FY 2025 FY 2025 FY 2025 FY 2025 FY 2025 Adjustments 6/30/2025CITY OF SAN JUAN CAPISTRANOFISCAL YEAR 2024/25BUDGET SUMMARYDeveloper Deposits FundDeveloper Contributions for Specific Projects- 267,270 (267,270) - - - - - SPECIAL REVENUE FUNDS - TOTAL26,421,585$ 6,175,108$ (1,409,083)$ (4,794,000)$ -$ (769,000)$ -$ 25,624,610$ Debt Service FundDebt Service FundRestricted-Debt Service4,280,041$ 1,958,000$ (1,837,420)$ -$ -$ -$ -$ 4,400,621$ Capital Improvement FundsCommunity Facilities District Bonds FundRestricted - Community Facilities Projects34 - - - - - - 34 Public Benefit Contributions FundAssigned - Capital Projects297,293 - - - - - - 297,293 Total Public Benefit Contributions Fund297,293 - - - - - - 297,293 CAPITAL PROJECTS FUNDS - TOTAL297,327$ -$ -$ -$ -$ -$ -$ 297,327$ GENERAL GOVERNMENTAL FUNDS - TOTAL56,041,064$ 51,774,608$ (41,435,311)$ (6,422,140)$ 773,000$ (769,000)$ -$ 59,962,221$ ENTERPRISE FUNDSSJC HOUSING AUTHORITYHousing Authority Administration FundUnrestricted Net Position-Available1,455,887$ 175,000$ (78,000)$ -$ -$ -$ -$ 1,552,887 Non-Spendable - Noncurrent Receivables & Prepaids5,297,813 - - - - - - 5,297,813 Investment in Capital Assets4,018,813 - - - - - - 4,018,813 Total Housing Authority Administration Fund10,772,513 175,000 (78,000) - - - - 10,869,513 Little Hollywood Rental Housing FundUnrestricted Net Position-Available640,578 400,000 (294,700) - - - - 745,878 Successor Agency Housing Bonds FundRestricted Net Assets-Affordable Housing Projects6,127,268 30,000 - - - - - 6,157,268 Non-Spendable - Noncurrent Receivables1,111,945 30,000 - - - - - 1,141,945 7,239,213 60,000 - - - - - 7,299,213 SJC HOUSING AUTHORITY - TOTAL18,652,304$ 605,000$ (372,700)$ -$ -$ -$ -$ 18,914,604$ ENTERPRISE FUNDS - TOTAL18,652,304$ 605,000$ (372,700)$ -$ -$ -$ -$ 18,914,604$ EXHIBIT A - Page 3 of 4
ProjectedProjectedBeginning Operating CIP Transfers Transfers Proposed EndingBalance Revenues Expenditures Expenditures In Out Reserve Balance7/1/2024 (1)FY 2025 FY 2025 FY 2025 FY 2025 FY 2025 Adjustments 6/30/2025CITY OF SAN JUAN CAPISTRANOFISCAL YEAR 2024/25BUDGET SUMMARYINTERNAL SERVICE FUNDSInsurance and Benefits FundUnrestricted Net Assets-Available2,899,719$ 5,257,000$ (5,257,000)$ -$ -$ -$ -$ 2,899,719$ Total Insurance and Benefits Fund2,899,719 5,257,000 (5,257,000) - - - - 2,899,719 Facilities Operations FundUnrestricted Net Position-Available (3)4,383,274 2,562,125 (3,233,195) (100,000) - - - 3,612,204 Unrestricted Net Position - Pension & OPEB Liabilities (2)(474,497) - - - - - - (474,497) Restricted - New City Hall/Permanent Local Housing5,945,834 - - - - - - 5,945,834 Investment in Capital Assets1,740,308 - - - - - - 1,740,308 Total Facilities Operations Fund11,594,919 2,562,125 (3,233,195) (100,000) - - - 10,823,849 INTERNAL SERVICE FUNDS - TOTAL14,494,638$ 7,819,125$ (8,490,195)$ (100,000)$ -$ -$ -$ 13,723,568$ ALL FUNDS - TOTAL89,188,006$ 60,198,733$ (50,298,206)$ (6,522,140)$ 773,000$ (769,000)$ -$ 92,600,393$ Less:San Juan Capistrano Housing Authority 372,700 Total Appropriations Approved by City Council (49,925,506)$ (6,522,140)$ (769,000)$ Notes:(3) The City is required by the Governmental Accounting Standards Board (GASB) to report the unfunded actuarial liability (UAAL) for its pension plans (GASB Statement No. 68) and other-post employment benefits (GASB Statement No. 75). The City's General Fund (and other governmental funds) do not reflect such an amount in this schedule because this accounting and reporting standard is only applicable to the City's Enterprise and Internal Service Funds. The City's governmental funds' (i.e. General Fund, Capital Projects Funds, and Special Revenue Funds) portion of the City's total UAAL as of December 31, 2022 (date of actuarial valuation) was approximately $18.2 million for the City's pension plans and was approximately $3.2 million for the other post employment benefit plan as of July 1, 2022 (date of the actuarial valuation).(3) Available reserves for capital replacement.(1) Beginning fund balance is based on projected balances as of June 30, 2024. EXHIBIT A - Page 4 of 4
a. Results of recently negotiated employee compensation package
b. Position changes presented at budget workshop
c.Add one part-time (18 hours a week) Outreach Officer (PLHA Fund - $46,000)
d.Upgrade one Code Enforcement Officer to Senior Code Enforcement Officer (General Fund - $9,000)
e. Add one patrol deputy (General Fund - $332,009 - Offset by PLHA grant and eliminated CPS position)
f. Add one patrol vehicle (General Fund - $120,450)
g. Less savings of eliminated Crime Prevention Specialist (CPS) position (General Fund - reduction of $123,212)
h. Contracted code enforcement services (General Fund - add $100,000 to existing budget)
i. Study expansion of downtown decorative street lighting (General Fund - $50,000)
j. Increase budget for new permitting software (Facilities Operations Fund - $115,000)
k. City Hall Campus Improvements Project (General Fund - $1,238,500)
l. Serra Park Amenities Improvement Project (General Fund - $100,000; SDGE Grant - $100,000)
m. Acu Park Improvements Project (General Fund - $200,000)
n. La Novia East Improvements Project (Agricultural Preservation Fund - $500,000)
o. TJ Meadows Improvement Project (General Fund - $50,000)
p. La Sala Building Lobby Improvements Project (General Fund - $50,000)
q. Enhanced Christmas Decorations (General Fund - $200,000)
r. La Novia Bridge Preliminary Design (CCFP Fund/Federal Grant - $100,000 in 24/25; $100,000 in 25/26)
s. Updated traffic control plan for Swallow's Day Parade (General Fund - $26,000)
EXHIBIT B
Changes to be Reflected in Final Budget
RESOLUTION NO. 24-06-18-XX
A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF SAN JUAN
CAPISTRANO, CALIFORNIA ADOPTING THE SEVEN-YEAR CAPITAL
IMPROVEMENT PROGRAM FOR FISCAL YEARS
2024-25 THROUGH 2030-31
WHEREAS, the City Council of the City of San Juan Capistrano at its regular public
meeting on May 21, 2024, was presented with changes in the timing and funding of projects in
the Proposed Seven-Year Capital Improvement Program for Fiscal Years 2024-25 through
2030-31; and,
WHEREAS, the proposed Seven-Year Capital Improvement Program (CIP) is
considered a planning document for the projects that are necessary to meet the needs of the
community; and,
WHEREAS, the City Council intends to use the Seven-Year CIP as a guide for the
allocation of resources to meet the needs of the community and achieve the City Council’s
established goals and priorities.
NOW, THEREFORE, BE IT RESOLVED, that the City Council of the City of San Juan
Capistrano does hereby adopt the Seven-Year Capital Improvement Program for Fiscal Years
2024-25 through 2030-31 as shown in Exhibit A attached hereto and incorporated by
reference, after giving effect to the budget changes enumerated in Exhibit B attached hereto to
be made to the same after adoption of this resolution and after giving effect for any further
changes authorized by City Council in the regular City Council meeting held on June 18, 2024.
PASSED, APPROVED, AND ADOPTED this 18th day of June 2024.
_____________________________
SERGIO FARIAS, MAYOR
ATTEST:
___________________________________
CHRISTY JAKL, CITY CLERK
ATTACHMENT 2
Capital
Improvement
Projects
EXHIBIT A - Page 1 of 51
CAPITAL IMPROVEMENT PROGRAM
Introduction
The Capital Improvement Program (CIP) is a coordinated program for maintenance and development of the
City infrastructure system. The Capital Improvement Program is a dynamic planning tool based on the City's
financial resources and improvement needs spread over a specified period of time, based on available
revenues and staffing resources. AB 471, the State Congestion Management Program (CMP) and Measure
M2, the County Growth Management Program (GMP) both require cities to adopt seven-year CIPs to be
eligible for funding.
Definition
All potentially eligible capital projects must meet one or more of the following four criteria listed below.
•Capital projects should be of significant cost ($50,000 or more) and life expectancy of five or more
years.
•Capital projects should involve the acquisition or construction of a new structure, building or land.
•Capital projects should involve/include enhancement of existing buildings, facilities, or infrastructure.
•Funding requests for technical studies or consultant services that will lead to the construction of a
capital improvement/facility.
Process
The CIP process is a cooperative effort involving all departments within the City. The budget staff begins the
process annually in December by requesting submittals. A detailed submittal form is completed for each
project that includes a project description, justification, and requested funding. Projects are then grouped
into the following major categories including Transportation, Parks and Open Space, Buildings and
Facilities, and Drainage. A CIP Committee, consisting of the Public Works Director and City Engineer,
reviews the project request forms and provides input in March. Projects are prioritized within the four
major groups. Concurrently, staff works to estimate the revenues for each funding source over the
seven-year span of the program. Based on available funding by category, and priority ranking, projects are
then programmed into each fiscal year as funding allows. The CIP funding proposal is presented to the
City Council in May during a budget workshop session. Final adoption of the CIP occurs during a public
hearing in June. All changes made during the public process are incorporated into the adopted budget
document which is published on the City website and distributed to City Staff.
CIP Funding Sources
Funding for the CIP comes from a variety of fund sources including Federal, State, County, developer and
local funding. Most of these funds are earmarked for a specific purpose and cannot be used to offset
operating costs. The following is only a partial list of some of the more common fund sources:
City Funds
Systems Development – Tax revenues collected from new development to help defray City's cost for roadway
improvements.
Parks and Recreation Fees – Revenues collected from new development; to be used for development of
City parks, recreational facilities and historic buildings.
EXHIBIT A - Page 2 of 51
Drainage Fees – Revenues collected from new development to pay for development of the City's Master Plan
of Drainage.
Agricultural Preservation Fees – Revenues collected from new development; to be used for purchase and
restoration to preserve the City's agricultural heritage.
Capistrano Circulation Fee Program (CCFP) – Revenues collected by traffic impact fees assessed on new
development, and is based on either number of dwelling units or building square footage.
County Funds
Measure M2 Local Return – Funds are allocated by the Orange County Transportation Authority to each
City for purposes of roadway improvement and maintenance on a pro-rata share basis.
Measure M Project Specific Grant Funds – Funds are allocated by the Orange County Transportation
Authority on a competitive countywide basis. Funds are mainly for roadway improvements.
State and Federal Funds
Road Maintenance and Rehabilitation Account (RMRA) (SB-1) – RMRA funds are allocated on a
population-based formula. These funds can be used for projects such as: railroad grade separations,
traffic control devices, safety projects, road maintenance and rehabilitation, and street components in
conjunction with an allowable project (for example: pedestrian and bicycle safety projects, transit
facilities, and drainage and storm-water capture projects).
Gas Tax - Gas Tax funds are allocated on a population-b ased formula. With the exception of the
annual preventative maintenance, the funds are used to offset costs for the street maintenance operations.
Other Grants - Various State and Federal grants are available on a competitive basis for a number of
programs such as: Safe, Accountable, Flexible, Efficient Transportation Equity Act (SAFETEA); Highway
Planning and Construction; Transportation Enhancement Activities (TEA); competitive Measure M2 grants
and State and Local Transportation Funds.
ARPA - One-time funding provided to the City under the American Rescue Plan Act of 2021 (ARPA) can be used
for investment in critical infrastructure enhancements.
Bond Funds
Community Facilities District (CFD) Bonds - On July 1, 2005, the City entered into a joint community facilities
agreement with the Capistrano Unified School District (CUSD) and Whispering Hills, LLC to form
Community Facilities District No. 2005-1 of the Capistrano Unified School District (2005-1 District). Bonds
issued by the 2005-1 District include funding for City-wide facilities which benefit the 2005-1 District.
On June 14, 2004, the City entered into a joint community facilities agreement with CUSD and SJD
EXHIBIT A - Page 3 of 51
Partners, LTD related to Community Facilities District No. 98-1A (98-1A) for the Pacifica San Juan
residential development project. Pacific Point Development Partners LLC is the current developer for the
project. The agreement was amended on March 1, 2016. Bonds issued by the 98-1A District include
funding for City-wide facilities which benefit the 98-1A District.
Successor Agency Non-Housing Bonds – The San Juan Capistrano Community Redevelopment Agency (former
Redevelopment Agency) issued the 2008 Series A Tax Allocation Bonds to provide financing for certain
redevelopment projects. Upon dissolution of the former Redevelopment Agency the remaining bond
proceeds were transferred to the Successor Agency. On May 6, 2014, the City entered into a bond
expenditure agreement with the Successor Agency to utilize the remaining bond proceeds of $1,980,000 to
provide funding for the Verdugo Street Beautification Project (Project Number 14106).
Planning Commission Review
The Seven Year CIP for Fiscal Years 2024-2031 will be reviewed by the Planning Commission for consistency
with the City’s General Plan.
Document Layout
The Capital Budget document provides readers with cost estimates, methods of financing, and
recommended project schedules for the City of San Juan Capistrano’s CIP for the next seven years.
Detailed project descriptions for new or existing projects that have additional appropriations
planned are also included in the document. Project descriptions include narrative summary of
project work and the following information:
•Project Location Map – provides a general location within the city for the project.
•Council District– provides the District number where the project is located.
•New or Continuing – A project is designated as new the year it first receives funding; thereafter it is
continuing.
•Project Status – The project’s status is classified as one of the status types: New (Not Started), Continuing,
Project Feasibility, Environmental, Design (includes pre-design and right of way acquisition), Bid/Award,
and Construction.
•Managing Department – The department within the City that is primarily managing the project.
•Project Type – The type of project based on the City’s eight project category types. Each project is
assigned a five-digit number. The first two digits in the sequence relate to the fiscal year the project first
received funding. The third digit represents one of eight project types:
1.Transportation
2.Parks and Open Space
3.Buildings and Facilities
4.Historic Preservation
5.Drainage
The final two digits are sequentially assigned to the projects in that specific year and project type.
EXHIBIT A - Page 4 of 51
•Annual Operating Impact – The on-going operating budget impact a project will have on the City’s budget.
•Future Financial Requirements – The projected future financial project requirements for the next seven
fiscal years.
•Project Manager – The person who manages the day-to-day activities of the project.
•Funding Sources – The source of funds that will support the financial requirements of the project.
EXHIBIT A - Page 5 of 51
Transportation Projects
$6,242,140
96%
Parks and Open
Space Projects
$180,000
Buildings and Facilities
Projects
$100,000
CAPITAL IMPROVEMENT PROJECTS
BY PROJECT TYPE
TOTAL $6,522,140
EXHIBIT A - Page 6 of 51
CITY OF SAN JUAN CAPISTRANO 2024-2031 CIP PROJECT SUMMARY BY TYPE PROPOSED PROPOSED PROPOSED PROPOSED PROPOSED PROPOSED PROPOSEDPROJECT 2024/25 2025/26 2026/27 2027/28 2028/29 2029/30 2030/31 TOTAL TRANSPORTATION07117-I-5/San Juan Creek Road Underpass Improvements -$ 2,000,000$ -$ -$ -$ -$ -$ 2,000,000$ 08102-Pavement Management Program (PMP)50,000 - 110,000 - 50,000 - - 210,000 24103-Arterial Streets Pavement Rehabilitation (FY 2024-25)4,192,140 - -- -- - 4,192,140 xxxxx-Arterial Streets Pavement Rehabilitation (FY 2025-26)- 3,350,000 - - - - - 3,350,000 xxxxx-Arterial Streets Pavement Rehabilitation (FY 2026-27)- -2,460,440 - - - - 2,460,440 xxxxx-Arterial Streets Pavement Rehabilitation (FY 2027-28)- -- 4,011,000 - - - 4,011,000 xxxxx-Traffic Signal Rancho Viejo Rd at Highland- -- - 80,000 500,000 - 580,000 xxxxx-Speed Advisory Sign Calle Arroyo w/o Rancho Viejo Rd- -- - 22,000 - - 22,000 24106-La Novia Bridge Widening Project2,000,000 9,644,000 1,836,000 847,000 400,000 598,000 598,000 15,923,000 xxxxx-Calle Perfecto and Calle Aviador Pavement Rehabilitation- - - - 3,000,000 - - 3,000,000 SUBTOTAL6,242,140$ 14,994,000$ 4,406,440$ 4,858,000$ 3,552,000$ 1,098,000$ 598,000$ 35,748,580$ PARKS AND OPEN SPACE 09203-Citywide Playground Upgrades50,000 200,000 130,000 200,000 130,000 200,000 130,000 1,040,000 22202-Stonefield Park Synthetic Turf130,000 830,000 - - - - - 960,000 xxxxx-Cook Cordova Softball Facilities Upgrade- - - 267,500 - - - 267,500 xxxxx-Long Park Improvement- - - - 300,000 1,700,000 - 2,000,000 SUBTOTAL180,000$ 1,030,000$ 130,000$ 467,500$ 430,000$ 1,900,000$ 130,000$ 4,267,500$ BUILDINGS AND FACILITIES15306-ADA Self Evaluation and Transition Plan100,000$ 100,000$ 100,000$ 100,000$ 100,000$ 100,000$ 100,000$ 700,000$ xxxxx-Historic Town Center Park Storage Facility- - - 180,000 - - - 180,000 SUBTOTAL100,000$ 100,000$ 100,000$ 280,000$ 100,000$ 100,000$ 100,000$ 880,000$ DRAINAGESUBTOTAL-$ -$ -$ -$ -$ -$ -$ -$ GRAND TOTAL CIP EXPENDITURES6,522,140$ 16,124,000$ 4,636,440$ 5,605,500$ 4,082,000$ 3,098,000$ 828,000$ 40,896,080$ OPERATING PROJECTS (1)Summer and Special Events Trolley Program250,000 - - - - - - 250,000 Senior Mobility Program93,970 - - - - - - 93,970 - - - - - - - - - - - - - - TOTAL OPERATING PROJECTS343,970$ -$ -$ -$ -$ -$ -$ 343,970$ (1) Operating projects funded with Measure M2 revenues are included in the operating budget and are presented on this schedule to meet the requirements of the Measure M2 program.EXHIBIT A - Page 7 of 51
Capital Improvement
Projects by Fund
EXHIBIT A - Page 8 of 51
CITY OF SAN JUAN CAPISTRANOCONSOLIDATED CIP FUNDS FISCAL YEAR 2024/25AMENDED PROPOSED PROPOSED PROPOSED PROPOSED PROPOSED PROPOSED PROPOSEDDescription2023/24 2024/25 2025/26 2026/27 2027/28 2028/29 2029/30 2030/31BEGINNING FUND BALANCE27,383,912$ 12,763,068$ 12,203,068$ 5,628,068$ 6,672,628$ 7,142,128$ 8,493,128$ 9,384,128$ REVENUESRevenue/Fees In 6,310,500 4,452,000 8,959,000 5,749,000 6,130,000 4,134,000 3,527,000 2,763,000 Current Year Project Funding 21,229,600 1,673,140 736,000 45,000 45,000 125,000 545,000 45,000 Grants 2,222,212 207,000 207,000 207,000 207,000 207,000 207,000 207,000 Land Sale Proceeds - - - - - - - - Interest 291,143 243,000 245,000 278,000 291,000 299,000 308,000 309,000 Developer Contribution - - - - - - - - TOTAL - PROJECTED REVENUES AND OTHER SOURCES 30,053,455$ 6,575,140$ 10,147,000$ 6,279,000$ 6,673,000$ 4,765,000$ 4,587,000$ 3,324,000$ TOTAL FUNDS AVAILABLE 57,437,367$ 19,338,208$ 22,350,068$ 11,907,068$ 13,345,628$ 11,907,128$ 13,080,128$ 12,708,128$ EXPENDITURESTransportation Projects 23,112,481 6,242,140 14,994,000 4,406,440 4,858,000 3,552,000 1,098,000 598,000 Parks and Open Space Projects 14,232,970 180,000 1,030,000 130,000 467,500 430,000 1,900,000 130,000 Buildings and Facilities Projects 4,651,684 100,000 100,000 100,000 280,000 100,000 100,000 100,000 Drainage Projects 2,479,164 - - - - - - - TOTAL CIP EXPENDITURES 44,476,299$ 6,522,140$ 16,124,000$ 4,636,440$ 5,605,500$ 4,082,000$ 3,098,000$ 828,000$ Operating Expenditures/Transfers Out 598,000 613,000 598,000 598,000 598,000 598,000 598,000 598,000 TOTAL EXPENDITURES 45,074,299$ 7,135,140$ 16,722,000$ 5,234,440$ 6,203,500$ 4,680,000$ 3,696,000$ 1,426,000$ ENDING FUND BALANCE12,363,068$ 12,203,068$ 5,628,068$ 6,672,628$ 7,142,128$ 7,227,128$ 9,384,128$ 11,282,128$ EXHIBIT A - Page 9 of 51
CITY OF SAN JUAN CAPISTRANO
FUND 1 - GENERAL FUND
FISCAL YEAR 2024/25
AMENDED PROPOSED PROPOSED PROPOSED PROPOSED PROPOSED PROPOSED PROPOSED
Description 2023/24 2024/25 2025/26 2026/27 2027/28 2028/29 2029/30 2030/31
BEGINNING FUND BALANCE -$ -$ -$ -$ -$ -$ -$ -$
REVENUES
Current Year Project Funding 20,368,078 1,628,140 691,000 - - 80,000 500,000 -
TOTAL - PROJECTED REVENUES AND OTHER SOURCES 20,368,078$ 1,628,140$ 691,000$ -$ -$ 80,000$ 500,000$ -$
TOTAL RESOURCES AVAILABLE 20,368,078$ 1,628,140$ 691,000$ -$ -$ 80,000$ 500,000$ -$
EXPENDITURES
22302-Supportive Housing/City Hall Project 3,554,341 - - - - - - -
24102-Local Streets Pavement Rehabilitation (FY 2023-24)8,119,026 - - - - - -
24103-Arterial Streets Pavement Rehabilitation (FY 2024-25)- 1,628,140 - - - - - -
24108-Arterial Streets Pavement Rehabilitation Design 250,000 - - - - - - -
xxxxx-Arterial Streets Pavement Rehabilitation (FY 2025-26)- - 691,000 - - - - -
xxxxx-Traffic Signal Rancho Viejo Rd at Highland - - - - - 80,000 500,000 -
24501-Storm Water Treatment Device Installation Project 36,800 - - - - - - -
24503-Repair Storm Drains 727,570 - - - - - - -
24504-Creek Stabilization Maintenance Endowment 300,000 - - - - - - -
20202-Arizona Crossing Removal 2,685,337 - - - - - - -
20202-Stream Bank Restoration 1,550,045 - - - - - - -
20204-Ramos Street Parking Lot Expansion 2,959 - - - - - - -
21201-Skateboard Park and Farm Perimeter Fencing 16,000 - - - - - - -
24202-Citywide Parks and Facilities Upgrades 53,000
24203-Bird Park 160,000 - - - - - - -
24204-Sports Park Turf and Lighting Improvements 2,000,000 - - - - - - -
24205-La Novia Passive Park 500,000 - - - - - - -
24207-Del Obispo Parkways 150,000 - - - - - - -
24208-Stonehill Drive Landscaping 150,000 - - - - - - -
24303-Basketball Courts 63,000 - - - - - - -
24304-Monument Sign Design 50,000 - - - - - - -
TOTAL EXPENDITURES 20,368,078$ 1,628,140$ 691,000$ -$ -$ 80,000$ 500,000$ -$
ENDING FUND BALANCE -$ -$ -$ -$ -$ -$ -$ -$ EXHIBIT A - Page 10 of 51
CITY OF SAN JUAN CAPISTRANO
FUND 6 - ROAD MAINTENANCE AND REHABILITATION ACCOUNT (RMRA)
FISCAL YEAR 2024/25
AMENDED PROPOSED PROPOSED PROPOSED PROPOSED PROPOSED PROPOSED PROPOSED
Description 2023/24 2024/25 2025/26 2026/27 2027/28 2028/29 2029/30 2030/31
BEGINNING FUND BALANCE 1,584,143$ 205,554$ 212,554$ 212,554$ 212,554$ 212,554$ 212,554$ 1,196,554$
REVENUES
Gas Tax 2030 (SB-1)865,000 898,000 909,000 927,000 946,000 965,000 984,000 -
TOTAL - PROJECTED REVENUES AND OTHER SOURCES 865,000$ 898,000$ 909,000$ 927,000$ 946,000$ 965,000$ 984,000$ -$
TOTAL RESOURCES AVAILABLE 2,449,143$ 1,103,554$ 1,121,554$ 1,139,554$ 1,158,554$ 1,177,554$ 1,196,554$ 1,196,554$
EXPENDITURES
19102-Camino Capistrano Pavement Rehabilitation 1,524,589 - - - - - - -
24102-Local Streets Pavement Rehabilitation (FY 2023-24)719,000 - - - - - - -
24103-Arterial Streets Pavement Rehabilitation (FY 2024-25)- 891,000 - - - - - -
xxxxx-Arterial Streets Pavement Rehabilitation (FY 2025-26)- - 909,000 - - - - -
xxxxx-Arterial Streets Pavement Rehabilitation (FY 2026-27)- - - 927,000 - - - -
xxxxx-Arterial Streets Pavement Rehabilitation (FY 2027-28)- - - - 946,000 - - -
xxxxx-Calle Perfecto and Calle Aviador Pavement Rehabilitation - - - - - 965,000 - -
TOTAL EXPENDITURES 2,243,589$ 891,000$ 909,000$ 927,000$ 946,000$ 965,000$ -$ -$
ENDING FUND BALANCE 205,554$ 212,554$ 212,554$ 212,554$ 212,554$ 212,554$ 1,196,554$ 1,196,554$ EXHIBIT A - Page 11 of 51
CITY OF SAN JUAN CAPISTRANO
FUND 10 - SYSTEMS DEVELOPMENT
FISCAL YEAR 2024/25
AMENDED PROPOSED PROPOSED PROPOSED PROPOSED PROPOSED PROPOSED PROPOSED
Description 2023/24 2024/25 2025/26 2026/27 2027/28 2028/29 2029/30 2030/31
BEGINNING FUND BALANCE 2,012,301$ 88,712$ 236,712$ 1,266,712$ 964,712$ 1,416,390$ 1,667,390$ 1,718,390$
REVENUES
Systems Development Tax 216,000 250,000 985,000 484,000 678,000 268,000 50,000 86,000
Development Fees - Ord 211 10,000 5,000 35,000 13,000 17,000 5,000 1,000 2,000
Interest 19,000 19,000 10,000 1,000 - - - -
TOTAL - PROJECTED REVENUES AND OTHER SOURCES 245,000$ 274,000$ 1,030,000$ 498,000$ 695,000$ 273,000$ 51,000$ 88,000$
TOTAL RESOURCES AVAILABLE 2,257,301$ 362,712$ 1,266,712$ 1,764,712$ 1,659,712$ 1,689,390$ 1,718,390$ 1,806,390$
EXPENDITURES
19102-Camino Capistrano Pavement Rehabilitation 388,470 - - - - - - -
24102-Local Streets Pavement Rehabilitation (FY 2023-24)1,430,119 - - - - - - -
24103-Arterial Streets Pavement Rehabilitation (FY 2024-25)- 126,000 - - - - - -
24108-Arterial Streets Pavement Rehabilitation Design 350,000 - - - - - - -
xxxxx-Arterial Streets Pavement Rehabilitation (FY 2026-27)- - - 800,000 - - - -
xxxxx-Arterial Streets Pavement Rehabilitation (FY 2027-28)- - - - 243,322 - - -
xxxxx-Speed Advisory Sign Calle Arroyo w/o Rancho Viejo Rd - - - - - 22,000 - -
TOTAL EXPENDITURES 2,168,589$ 126,000$ -$ 800,000$ 243,322 22,000$ -$ -$
ENDING FUND BALANCE 88,712$ 236,712$ 1,266,712$ 964,712$ 1,416,390$ 1,667,390$ 1,718,390$ 1,806,390$ EXHIBIT A - Page 12 of 51
CITY OF SAN JUAN CAPISTRANO
FUND 11 - PARK AND RECREATION FEES
FISCAL YEAR 2024/25
AMENDED PROPOSED PROPOSED PROPOSED PROPOSED PROPOSED PROPOSED PROPOSED
Description 2023/24 2024/25 2025/26 2026/27 2027/28 2028/29 2029/30 2030/31
BEGINNING FUND BALANCE 4,955,813$ (301,898)$ (199,898)$ 180,102$ 906,102$ 1,642,602$ 1,668,602$ (196,398)$
REVENUES
Park/Recreation Fees 115,500 242,000 1,386,000 819,000 1,344,000 420,000 - -
Interest 8,000 40,000 24,000 37,000 40,000 36,000 35,000 35,000
TOTAL - PROJECTED REVENUES AND OTHER SOURCES 123,500$ 282,000$ 1,410,000$ 856,000$ 1,384,000$ 456,000$ 35,000$ 35,000$
TOTAL RESOURCES AVAILABLE 5,079,313$ (19,898)$ 1,210,102$ 1,036,102$ 2,290,102$ 2,098,602$ 1,703,602$ (161,398)$
EXPENDITURES
7204-Citywide Trail Improvements (109,897) - - - - - - -
24201-West Trabuco Creek Trail Grading and Drainage
Improvements 109,897 - - - - - - -
9203 - Citywide Playground Improvements 50,000 50,000 200,000 130,000 200,000 130,000 200,000 130,000
24202-Citywide Parks and Facilities Upgrades 130,000 - - - - - - -
18201-Cook La Novia Park Picnic Area Enhancements 50,949 - - - - - - -
17202-Eastern Open Space Trails A and A-1 206,565 - - - - - - -
22201-Cook La Novia Park Pickleball Courts Conversion 30,428 - - - - - - -
21201-Skateboard Park and Farm Perimeter Fencing 3,957,269 - - - - - - -
23301-Montanez Adobe Refurbishment 104,000 - - - - - - -
22202-Stonefield Park Synthetic Turf 840,000 130,000 830,000 - - - - -
24303-Basketball Courts 12,000
xxxxx-Cook Cordova Softball Facilities Upgrade - - - - 267,500 - - -
xxxxx-Historic Town Center Park Storage Facility - - - - 180,000 - - -
xxxxx-Long Park Improvement - - - - - 300,000 1,700,000 -
TOTAL EXPENDITURES 5,381,211$ 180,000$ 1,030,000$ 130,000$ 647,500$ 430,000$ 1,900,000$ 130,000$
ENDING FUND BALANCE (301,898)$ (199,898)$ 180,102$ 906,102$ 1,642,602$ 1,668,602$ (196,398)$ (291,398)$ EXHIBIT A - Page 13 of 51
CTIY OF SAN JUAN CAPISTRANO
FUND 12 - DRAINAGE FUND
FISCAL YEAR 2024/25
AMENDED PROPOSED PROPOSED PROPOSED PROPOSED PROPOSED PROPOSED PROPOSED
Description 2023/24 2024/25 2025/26 2026/27 2027/28 2028/29 2029/30 2030/31
BEGINNING FUND BALANCE (185,077)$ (80,077)$ (45,077)$ 74,923$ 175,923$ 283,923$ 326,923$ 347,923$
REVENUES
Drainage Fees 105,000 35,000 120,000 101,000 108,000 43,000 21,000 21,000
TOTAL - PROJECTED REVENUES AND OTHER SOURCES 105,000$ 35,000$ 120,000$ 101,000$ 108,000$ 43,000$ 21,000$ 21,000$
TOTAL RESOURCES AVAILABLE (80,077)$ (45,077)$ 74,923$ 175,923$ 283,923$ 326,923$ 347,923$ 368,923$
EXPENDITURES
- - - - - - - -
TOTAL EXPENDITURES -$ -$ -$ -$ -$ -$ -$ -$
ENDING FUND BALANCE (80,077)$ (45,077)$ 74,923$ 175,923$ 283,923$ 326,923$ 347,923$ 368,923$ EXHIBIT A - Page 14 of 51
CTIY OF SAN JUAN CAPISTRANO
FUND 13 - AGRICULTURAL PRESERVATION FUND
FISCAL YEAR 2024/25
AMENDED PROPOSED PROPOSED PROPOSED PROPOSED PROPOSED PROPOSED PROPOSED
Description 2023/24 2024/25 2025/26 2026/27 2027/28 2028/29 2029/30 2030/31
BEGINNING FUND BALANCE 383,623$ (180,855)$ (115,855)$ 146,145$ 308,145$ 437,145$ 534,145$ 641,145$
REVENUES
Agricultural Preservation Fees 106,000 62,000 244,000 140,000 105,000 71,000 80,000 18,000
Interest 13,000 3,000 18,000 22,000 24,000 26,000 27,000 27,000
TOTAL - PROJECTED REVENUES AND OTHER SOURCES 119,000$ 65,000$ 262,000$ 162,000$ 129,000$ 97,000$ 107,000$ 45,000$
TOTAL RESOURCES AVAILABLE 502,623$ (115,855)$ 146,145$ 308,145$ 437,145$ 534,145$ 641,145$ 686,145$
EXPENDITURES
21201-Skateboard Park and Farm Perimeter Fencing 683,478 - - - - - - -
TOTAL EXPENDITURES 683,478$ - -$ -$ -$ -$ -$ -$
ENDING FUND BALANCE (180,855)$ (115,855)$ 146,145$ 308,145$ 437,145$ 534,145$ 641,145$ 686,145$ EXHIBIT A - Page 15 of 51
CITY OF SAN JUAN CAPISTRANO
FUND 15 - FARM PRESERVATION FUND
FISCAL YEAR 2024/25
AMENDED PROPOSED PROPOSED PROPOSED PROPOSED PROPOSED PROPOSED PROPOSED
Description 2023/24 2024/25 2025/26 2026/27 2027/28 2028/29 2029/30 2030/31
BEGINNING FUND BALANCE -$ -$ -$ -$ -$ -$ -$ -$
REVENUES
Current Year Project Funding 816,522 - - - - - - -
TOTAL - PROJECTED REVENUES AND OTHER SOURCES 816,522$ -$ -$ -$ -$ -$ -$ -$
TOTAL RESOURCES AVAILABLE 816,522$ -$ -$ -$ -$ -$ -$ -$
EXPENDITURES
21201-Skateboard Park and Farm Perimeter Fencing 816,522 - - - - - - -
TOTAL EXPENDITURES 816,522$ -$ -$ -$ -$ -$ -$ -$
ENDING FUND BALANCE -$ -$ -$ -$ -$ -$ -$ -$ EXHIBIT A - Page 16 of 51
CITY OF SAN JUAN CAPISTRANO
FUND 17 - GAS TAX FUND
FISCAL YEAR 2024/25
AMENDED PROPOSED PROPOSED PROPOSED PROPOSED PROPOSED PROPOSED PROPOSED
Description 2023/24 2024/25 2025/26 2026/27 2027/28 2028/29 2029/30 2030/31
BEGINNING FUND BALANCE 1,162,674$ (93,012)$ (151,012)$ (211,054)$ 452,946$ (338,054)$ (402,054)$ 323,946$
REVENUES
Gas Tax 2103 (HUTA)347,000 312,000 318,000 324,000 330,000 337,000 344,000 351,000
Gas Tax 2105 230,000 218,000 222,000 226,000 231,000 236,000 241,000 246,000
Gas Tax 2106 147,000 142,000 145,000 148,000 151,000 154,000 157,000 160,000
Gas Tax 2107 275,000 298,000 304,000 310,000 316,000 322,000 328,000 335,000
Gas Tax 2107.5 6,000 6,000 6,000 6,000 6,000 6,000 6,000 6,000
TOTAL - PROJECTED REVENUES AND OTHER SOURCES 1,005,000$ 976,000$ 995,000$ 1,014,000$ 1,034,000$ 1,055,000$ 1,076,000$ 1,098,000$
TOTAL RESOURCES AVAILABLE 2,167,674$ 882,988$ 843,988$ 802,946$ 1,486,946$ 716,946$ 673,946$ 1,421,946$
EXPENDITURES
18101-Capistrano Villas I, II, and III Pavement Rehabilitation 21,190 - - - - - - -
19102-Camino Capistrano Pavement Rehabilitation - - - - - - - -
19103-Audible Pedestrian Signals 40,459 - - - - - - -
20102-Public Right-of-Way ADA Implementation Plan 53,634 - - - - - - -
21104-Traffic Signal Cabinet Upgrades 20/21 119,024 - - - - - - -
24102-Local Streets Pavement Rehabilitation (FY 2023-24)1,676,379 - - - - - - -
24103-Arterial Streets Pavement Rehabilitation (FY 2024-25)- 684,000 - - - - - -
xxxxx-Arterial Streets Pavement Rehabilitation (FY 2025-26)- - 705,042 - - - -
xxxxx-Arterial Streets Pavement Rehabilitation (FY 2027-28)- - - - 1,475,000 - - -
xxxxx-Calle Perfecto and Calle Aviador Pavement Rehabilitation - - - - - 769,000 - -
Transfer Out-General Fund (Street Maintenance)350,000 350,000 350,000 350,000 350,000 350,000 350,000 350,000
TOTAL EXPENDITURES 2,260,686$ 1,034,000$ 1,055,042$ 350,000$ 1,825,000$ 1,119,000$ 350,000$ 350,000$
ENDING FUND BALANCE (93,012)$ (151,012)$ (211,054)$ 452,946$ (338,054)$ (402,054)$ 323,946$ 1,071,946$ EXHIBIT A - Page 17 of 51
CTIY OF SAN JUAN CAPISTRANO
FUND 18 - CCFP FUND
FISCAL YEAR 2024/25
AMENDED PROPOSED PROPOSED PROPOSED PROPOSED PROPOSED PROPOSED PROPOSED
Description 2023/24 2024/25 2025/26 2026/27 2027/28 2028/29 2029/30 2030/31
BEGINNING FUND BALANCE 12,698,021$ 11,247,454$ 10,430,454$ 2,244,454$ 1,830,454$ 2,031,454$ 2,065,454$ 1,884,454$
REVENUES
Circulation Fees 2,911,000 1,008,000 3,273,000 1,211,000 826,000 203,000 178,000 367,000
Interest 168,000 175,000 185,000 211,000 222,000 231,000 239,000 239,000
TOTAL - PROJECTED REVENUES AND OTHER SOURCES 3,079,000$ 1,183,000$ 3,458,000$ 1,422,000$ 1,048,000$ 434,000$ 417,000$ 606,000$
TOTAL RESOURCES AVAILABLE 15,777,021$ 12,430,454$ 13,888,454$ 3,666,454$ 2,878,454$ 2,465,454$ 2,482,454$ 2,490,454$
EXPENDITURES
07117-I-5/San Juan Creek Road Underpass Improvements 2,400,684 - 2,000,000 - - - - -
14107-Ortega Highway Widening (managed by Caltrans) 331,433 - - - - - - -
21103-Stonehill Dr Traffic Signal at Lower Rosan 649,610 - - - - - - -
24105-Traffic Signal at Calle Arroyo and La Novia Avenue 1,047,840 - - - - - - -
24106-La Novia Bridge Widening Project 100,000 2,000,000 9,644,000 1,836,000 847,000 400,000 598,000 598,000
TOTAL EXPENDITURES 4,529,567$ 2,000,000$ 11,644,000$ 1,836,000$ 847,000$ 400,000$ 598,000$ 598,000$
ENDING FUND BALANCE 11,247,454$ 10,430,454$ 2,244,454$ 1,830,454$ 2,031,454$ 2,065,454$ 1,884,454$ 1,892,454$ EXHIBIT A - Page 18 of 51
CITY OF SAN JUAN CAPISTRANO
FUND 31 - AIR QUALITY MANAGEMENT DISTRICT (AQMD)/AB2766 FUND
FISCAL YEAR 2024/25
AMENDED PROPOSED PROPOSED PROPOSED PROPOSED PROPOSED PROPOSED PROPOSED
Description 2023/24 2024/25 2025/26 2026/27 2027/28 2028/29 2029/30 2030/31
BEGINNING FUND BALANCE 390,486$ 267,951$ 257,951$ 262,951$ 267,951$ 272,951$ 277,951$ 282,951$
REVENUES
Fund Contribution:
Current Year Project Funding 45,000 45,000 45,000 45,000 45,000 45,000 45,000 45,000
Interest 1,000 1,000 1,000 1,000 1,000 1,000 1,000 1,000
TOTAL - PROJECTED REVENUES AND OTHER SOURCES 46,000$ 46,000$ 46,000$ 46,000$ 46,000$ 46,000$ 46,000$ 46,000$
TOTAL RESOURCES AVAILABLE 436,486$ 313,951$ 303,951$ 308,951$ 313,951$ 318,951$ 323,951$ 328,951$
EXPENDITURES
22301-Electric Car Charging Station at Community Center 127,535 - - - - - - -
Mounted Police 5,000 5,000 5,000 5,000 5,000 5,000 5,000 5,000
Transfer Out to General Fund for Electric Cart - 15,000 - - - - - -
Transfer Out to General Fund for Senior Mobility
Transportation Program 13,000 13,000 13,000 13,000 13,000 13,000 13,000 13,000
Transfer Out to General Fund for Summer Trolley Program 23,000 23,000 23,000 23,000 23,000 23,000 23,000 23,000
TOTAL EXPENDITURES 168,535$ 56,000$ 41,000$ 41,000$ 41,000$ 41,000$ 41,000$ 41,000$
ENDING FUND BALANCE 267,951$ 257,951$ 262,951$ 267,951$ 272,951$ 277,951$ 282,951$ 287,951$ EXHIBIT A - Page 19 of 51
CITY OF SAN JUAN CAPISTRANO
FUND 32 - MEASURE M FUND
FISCAL YEAR 2024/25
AMENDED PROPOSED PROPOSED PROPOSED PROPOSED PROPOSED PROPOSED PROPOSED
Description 2023/24 2024/25 2025/26 2026/27 2027/28 2028/29 2029/30 2030/31
BEGINNING FUND BALANCE 1,086,357$ 158,838$ 226,838$ 200,880$ 403,440$ 132,762$ 1,191,762$ 2,334,762$
REVENUES
Measure M Local Turnback 977,000 976,000 1,012,000 1,040,000 1,072,000 1,104,000 1,137,000 1,171,000
Interest 7,000 5,000 7,000 6,000 4,000 5,000 6,000 7,000
TOTAL - PROJECTED REVENUES AND OTHER SOURCES 984,000$ 981,000$ 1,019,000$ 1,046,000$ 1,076,000$ 1,109,000$ 1,143,000$ 1,178,000$
TOTAL RESOURCES AVAILABLE 2,070,357$ 1,139,838$ 1,245,838$ 1,246,880$ 1,479,440$ 1,241,762$ 2,334,762$ 3,512,762$
EXPENDITURES
21104-Annual Traffic Signal Cabinet Upgrades 48,311 - - - - - - -
08102-Pavement Management Program (PMP)29,408 50,000 - 110,000 - 50,000 - -
24102-Local Streets Pavement Rehabilitation (FY 2023-24)1,733,800 - - - - - - -
24103-Arterial Streets Pavement Rehabilitation (FY 2024-25)- 863,000 - - - - - -
24104-Traffic Signal Synchronization Design Phase 100,000 - - - - - - -
xxxxx-Arterial Streets Pavement Rehabilitation (FY 2025-26)- - 1,044,958 - - - - -
xxxxx-Arterial Streets Pavement Rehabilitation (FY 2026-27)- - - 733,440 - - - -
xxxxx-Arterial Streets Pavement Rehabilitation (FY 2027-28)- - - - 1,346,678 - - -
xxxxx-Calle Perfecto and Calle Aviador Pavement Rehabilitation - - - - - 1,266,000 - -
TOTAL EXPENDITURES 1,911,519 913,000 1,044,958 843,440 1,346,678 50,000 - -
ENDING FUND BALANCE 158,838$ 226,838$ 200,880$ 403,440$ 132,762$ 1,191,762$ 2,334,762$ 3,512,762$ EXHIBIT A - Page 20 of 51
City of San Juan Capistrano
FUND 36 - PARK, RECREATION, AND OPEN SPACE GRANTS FUND
FISCAL YEAR 2024/25
AMENDED PROPOSED PROPOSED PROPOSED PROPOSED PROPOSED PROPOSED PROPOSED
Description 2023/24 2024/25 2025/26 2026/27 2027/28 2028/29 2029/30 2030/31
BEGINNING FUND BALANCE -$ -$ -$ -$ -$ -$ -$ -$
REVENUES
Grants - State 200,418 - - - - - - -
TOTAL - PROJECTED REVENUES AND OTHER SOURCES 200,418$ -$ -$ -$ -$ -$ -$ -$
TOTAL RESOURCES AVAILABLE 200,418$ -$ -$ -$ -$ -$ -$ -$
EXPENDITURES
21201-Skateboard Park 200,418 - - - - - - -
TOTAL EXPENDITURES 200,418$ - -$ -$ -$ -$ -$ -$
ENDING FUND BALANCE -$ -$ -$ -$ -$ -$ -$ -$ EXHIBIT A - Page 21 of 51
CITY OF SAN JUAN CAPISTRANO
FUND 37 - HIGHWAYS, STREETS, AND ROADS GRANTS FUND
FISCAL YEAR 2024/25
AMENDED PROPOSED PROPOSED PROPOSED PROPOSED PROPOSED PROPOSED PROPOSED
Description 2023/24 2024/25 2025/26 2026/27 2027/28 2028/29 2029/30 2030/31
BEGINNING FUND BALANCE 138,773$ 138,773$ 138,773$ 138,773$ 138,773$ 138,773$ 138,773$ 138,773$
REVENUES
Measure M Specific Projects 207,000 207,000 207,000 207,000 207,000 207,000 207,000 207,000
OCTA Project X 147,200 - - - - - - -
CTFP Grant 400,000 - - - - - - -
TOTAL - PROJECTED REVENUES AND OTHER SOURCES 754,200$ 207,000$ 207,000$ 207,000$ 207,000$ 207,000$ 207,000$ 207,000$
TOTAL RESOURCES AVAILABLE 892,973$ 345,773$ 345,773$ 345,773$ 345,773$ 345,773$ 345,773$ 345,773$
EXPENDITURES
24104-Traffic Signal Synchronization Design Phase 400,000 - - - - - - -
24501-Storm Water Treatment Device Installation Project 147,200 - - - - - - -
Transfer Out to General Fund for Trolley Program 207,000 207,000 207,000 207,000 207,000 207,000 207,000 207,000
TOTAL EXPENDITURES 754,200$ 207,000$ 207,000$ 207,000$ 207,000$ 207,000$ 207,000$ 207,000$
ENDING FUND BALANCE 138,773$ 138,773$ 138,773$ 138,773$ 138,773$ 138,773$ 138,773$ 138,773$ EXHIBIT A - Page 22 of 51
CITY OF SAN JUAN CAPISTRANO
FUND 38 - OTHER GRANTS FUND
FISCAL YEAR 2024/25
AMENDED PROPOSED PROPOSED PROPOSED PROPOSED PROPOSED PROPOSED PROPOSED
Description 2023/24 2024/25 2025/26 2026/27 2027/28 2028/29 2029/30 2030/31
BEGINNING FUND BALANCE -$ 75,143$ 75,143$ 75,143$ 75,143$ 75,143$ 75,143$ 75,143$
REVENUES
Grants - ARPA - - - - - - - -
State Grant 1,267,594 - - - - - - -
Interest 75,143 - - - - - - -
TOTAL - PROJECTED REVENUES AND OTHER SOURCES 1,342,737$ -$ -$ -$ -$ -$ -$ -$
TOTAL RESOURCES AVAILABLE 1,342,737$ 75,143$ 75,143$ 75,143$ 75,143$ 75,143$ 75,143$ 75,143$
EXPENDITURES
24502-Integrated Regional Water Management (IRWM)
Stormwater Retention and Treatment System at La Novia
Avenue and Calle Arroyo
1,267,594 - - - - - - -
TOTAL EXPENDITURES 1,267,594$ -$ -$ -$ -$ -$ -$ -$
ENDING FUND BALANCE 75,143$ 75,143$ 75,143$ 75,143$ 75,143$ 75,143$ 75,143$ 75,143$ EXHIBIT A - Page 23 of 51
City of San Juan Capistrano FUND 54 - PUBLIC BENEFITS CONTRIBUTION FUND FISCAL YEAR 2024/25 AMENDED PROPOSED PROPOSED PROPOSED PROPOSED PROPOSED PROPOSED PROPOSEDDescription 2023/24 2024/25 2025/26 2026/27 2027/28 2028/29 2029/30 2030/31BEGINNING FUND BALANCE1,601,798$ 297,293$ 297,293$ 297,293$ 297,293$ 297,293$ 297,293$ 297,293$ REVENUESOCTA Easements- - - - - - - - Land Sale Proceeds- - - - - - - - TOTAL - PROJECTED REVENUES AND OTHER SOURCES - - -$ -$ -$ -$ -$ -$ TOTAL RESOURCES AVAILABLE 1,601,798$ 297,293$ 297,293$ 297,293$ 297,293$ 297,293$ 297,293$ 297,293$ EXPENDITURES 23101-Stonehill Widening400,000 - - - - - - - 23102 - Arguello Way Rehabilitation504,505 - - - - - - - 24302-Pave Los Rios Park and Ramos Street Parking Lots400,000 - - - - - - - TOTAL EXPENDITURES 1,304,505$ -$ -$ -$ -$ -$ -$ -$ ENDING FUND BALANCE297,293$ 297,293$ 297,293$ 297,293$ 297,293$ 297,293$ 297,293$ 297,293$ - EXHIBIT A - Page 24 of 51
CITY OF SAN JUAN CAPISTRANO
FUND 81 - FACILITIES OPERATIONS FUND
FISCAL YEAR 2024/25
AMENDED PROPOSED PROPOSED PROPOSED PROPOSED PROPOSED PROPOSED PROPOSED
Description 2023/24 2024/25 2025/26 2026/27 2027/28 2028/29 2029/30 2030/31
BEGINNING FUND BALANCE 1,555,000$ 939,192$ 839,192$ 739,192$ 639,192$ 539,192$ 439,192$ 339,192$
REVENUES
Current Year Project Funding - - - - - - - -
TOTAL - PROJECTED REVENUES AND OTHER SOURCES -$ -$ -$ -$ -$ -$ -$ -$
TOTAL RESOURCES AVAILABLE 1,555,000$ 939,192$ 839,192$ 739,192$ 639,192$ 539,192$ 439,192$ 339,192$
EXPENDITURES
15306-ADA Self Evaluation and Transition Plan 90,808 100,000 100,000 100,000 100,000 100,000 100,000 100,000
23302-Library Parking Lot ADA Improvement 250,000 - - - - - - -
23102 - Arguello Way Rehabilitation 250,000 - - - - - - -
20102 - Public Right-of-Way ADA Imp Plan 25,000 - - - - - - -
TOTAL EXPENDITURES 615,808$ 100,000$ 100,000$ 100,000$ 100,000$ 100,000$ 100,000$ 100,000$
ENDING FUND BALANCE 939,192$ 839,192$ 739,192$ 639,192$ 539,192$ 439,192$ 339,192$ 239,192$ EXHIBIT A - Page 25 of 51
Detailed Descriptions
by Type
EXHIBIT A - Page 26 of 51
TTraannsppor
rta
atioonn
EXHIBIT A - Page 27 of 51
PROJECT LOCATION:PROJECT DESCRIPTION:
CIP FACTS:
Council District(s):3 & 5
New or Continuing:Continuing
Current Project Status:Pre-Design Study
Managing Department:Public Works
Project Type:Transportation
Annual Operating Impact:None
Project Manager:Alvarez/Meshkin
FUTURE FINANCIAL REQUIREMENTS
FY 24-25 FY 25-26 FY 26-27 FY 27-28 FY 28-29 FY 29-30 FY 30-31
Pre-Design/Study (PSR/ Type Selection)
Environmental (CEQA)
Right of Way Acquisition
Final Design
Utility Relocation
1,303,600
Construction Management Services 100,000
Construction Support Services 270,000
Other Costs City Admin.) (10%)167,400
CT Oversight (20%)159,000
TOTAL FUNDING -$2,000,000$ -$-$ -$-$ -$
FUNDING SOURCE
2,000,000
TOTAL FUNDING -$2,000,000$ -$-$ -$ -$ -$
Fund 18 - CCFP
Construction (includes 20% contingencies)
City of San Juan Capistrano
CIP# 07117 - I-5/ SAN JUAN CREEK UNDERPASS IMPROVEMENTS
This project is to reduce congestion on San Juan Creek
Road between Camino Capistrano and Valle Road by
adding one lane in each direction. The project is divided
in two phases. Phase I provides widening on San Juan
Creek by adding one eastbound through lane and one
eastbound right turn lane at Camino Capistrano,
dedicated northbound right turn lane on Camino
Capistrano, dual northbound left turn lanes on Valle
Road, and dual westbound left turn lanes on San Juan
Creek Road at Valle Road. Phase II includes one
additional westbound through lane on San Juan Creek
Road east of Valle Road, bike lane and sidewalk east of
Valle Road on the north side of San Juan Creek Road.
EXHIBIT A - Page 28 of 51
PROJECT LOCATION:
CIP FACTS:
Council District:City-wide
New or Continuing:Continuing
Current Project Status:Study
Managing Department:Public Works
Project Type:Transportation
Annual Operating Impact:None
Project Manager:Paul Meshkin
FUTURE FINANCIAL REQUIREMENTS
FY 24-25 FY 25-26 FY 26-27 FY 27-28 FY 28-29 FY 29-30 FY 30-31
Pre-Design/Study 50,000$ 110,000$ 50,000$
Environmental (CEQA)
Right of Way Acquisition
Final Design
Utility Relocation
Construction (includes contingencies)
Construction Management Services
Other Costs
TOTAL FUNDING 50,000$ -$ 110,000$ -$ 50,000$ -$ -$
FUNDING SOURCE
32-Measure M 50,000$ 110,000$ 50,000$
TOTAL FUNDING 50,000$ -$ 110,000$ -$ 50,000$ -$ -$
City of San Juan Capistrano
CIP#8102 - PAVEMENT MANAGEMENT PROGRAM (PMP)
PROJECT DESCRIPTION:
Measure M2 (M2) requires local jurisdictions to adopt and update a
pavement management plan (PMP) every two years to be eligible to
receive Fair Share Funding. It Must include: Seven-year maintenance and
rehabilitation plan, Projected pavement condition, Alternative strategies
and costs. The program Objective is to: Find cost-effective treatments,
Designate schedule for maintenance and rehabilitation, Provide desired
level of service and Identify costs. The City updates its PMP on odd years
that includes inspection of the Arterial Streets every two years and Local
Streets every six years.
EXHIBIT A - Page 29 of 51
PROJECT LOCATION:
CIP FACTS:
Council District 1, 2, 5
New or Continuing:New
Current Project Status:Not Started
Managing Department:Public Works
Project Type:Transportation
Annual Operating Impact:None
Project Manager:Paul Meshkin
FUTURE FINANCIAL REQUIREMENTS
FY 24-25 FY 25-26 FY 26-27 FY 27-28 FY 28-29 FY 29-30 FY 30-31
Pre-Design/Study
Environmental (CEQA)
Right of Way Acquisition
Final Design
Utility Relocation
Construction (includes contingencies) 4,192,140$
Construction Management Services
Other Costs
TOTAL FUNDING 4,192,140$ -$ -$ -$-$ -$ -$
FUNDING SOURCE
1-General Fund 1,628,140$
6-RMRA 891,000
10 - System Development 126,000
17 - Gas Tax 684,000
32- Measure M 863,000
TOTAL FUNDING 4,192,140$ -$ -$ -$ -$ -$ -$
City of San Juan Capistrano
CIP#24103 -ARTERIAL STREETS PAVEMENT REHABILITATION PROJECT
PROJECT DESCRIPTION:
This project continues the City's pavement rehabilitation efforts for local streets
pursuant to the requirements of the Orange County Transportation Authority
(OCTA) Measure M Agreement and in accordance with the 2021 Citywide
Pavement Management Program (PMP) Final Report. The following arterial
streets are programmed to be completed in FY 2024-25 pending funding
availability: Rancho Viejo Road north of Junipero Serra, San Juan Creek Road and
Del Obispo Street between Camino Capistrano and Paseo Adelanto. Project scope
includes pavement rehabilitation, construction of ADA compliant curb ramps,
repair and reconstruction of damaged curbs and gutters, new roadway striping .
The projected service life for this project is 20 years.
EXHIBIT A - Page 30 of 51
PROJECT LOCATION:
CIP FACTS:
Council District 2 & 5
New or Continuing:New
Current Project Status:Not Started
Managing Department:Public Works
Project Type:Transportation
Annual Operating Impact:None
Project Manager:Paul Meshkin
FUTURE FINANCIAL REQUIREMENTS
FY 24-25 FY 25-26 FY 26-27 FY 27-28 FY 28-29 FY 29-30 FY 30-31
Pre-Design/Study
Environmental (CEQA)
Right of Way Acquisition
Final Design
Utility Relocation
Construction (includes contingencies) 3,350,000$
Construction Management Services
Other Costs
TOTAL FUNDING -$ 3,350,000$ -$ -$-$ -$-$
FUNDING SOURCE
1 - General Fund 691,000$
6-RMRA 909,000
17- Gas Tax Fund 705,042
32- Measure M 1,044,958
TOTAL FUNDING -$ 3,350,000$ -$ -$-$ -$-$
City of San Juan Capistrano
CIP#XXXXX -ARTERIAL STREETS PAVEMENT REHABILITATION PROJECT (25-26)
This project continues the City's pavement rehabilitation efforts for local and
arterial streets pursuant to the requirements of the Orange County Transportation
Authority (OCTA) Measure M Agreement and in accordance with the 2021 Citywide
Pavement Management Program (PMP) Final Report. Camino Del Avion, Alipaz
Street and San Juan Creek Road are programmed to be completed in FY 2025-26
pending funding availability. Project scope includes pavement rehabilitation,
construction of ADA compliant curb ramps, repair and reconstruction of damaged
curbs and gutters, new roadway striping. The projected service life for this project
is 20 years.
PROJECT DESCRIPTION:
EXHIBIT A - Page 31 of 51
PROJECT LOCATION:
CIP FACTS:
Council District 3, 5
New or Continuing:New
Current Project Status:Not Started
Managing Department:Public Works
Project Type:Transportation
Annual Operating Impact:None
Project Manager:Paul Meshkin
FUTURE FINANCIAL REQUIREMENTS
FY 24-25 FY 25-26 FY 26-27 FY 27-28 FY 28-29 FY 29-30 FY 30-31
Pre-Design/Study
Environmental (CEQA)
Right of Way Acquisition
Final Design
Utility Relocation
Construction (includes contingencies) 2,460,440$
Construction Management Services
Other Costs
TOTAL FUNDING -$ -$ 2,460,440$ -$-$ -$ -$
FUNDING SOURCE
6-RMRA 927,000$
10-System Development 800,000
32-Measure M 733,440
TOTAL FUNDING -$ -$ 2,460,440$ -$-$ -$ -$
City of San Juan Capistrano
CIP XXXXX -ARTERIAL STREETS PAVEMENT REHABILITATION PROJECT (26-27)
This project continues the City's pavement rehabilitation efforts for arterial streets
pursuant to the requirements of the Orange County Transportation Authority
(OCTA) Measure M Agreement and in accordance with the 2021 Citywide
Pavement Management Program (PMP) Final Report. The following arterial
streets are programmed to be completed in FY 2026-27 pending funding
availability: Camino Las Ramblas and Del Obispo Street between Paseo de La Paz
and Dana Point border. Project scope includes pavement rehabilitation,
construction of ADA compliant curb ramps, repair and reconstruction of damaged
curbs and gutters, new roadway striping. The projected service life for this project
is 20 years.
PROJECT DESCRIPTION:
EXHIBIT A - Page 32 of 51
PROJECT LOCATION:
CIP FACTS:
Council District 1, 2
New or Continuing:New
Current Project Status:Not Started
Managing Department:Public Works
Project Type:Transportation
Annual Operating Impact:None
Project Manager:Paul Meshkin
FUTURE FINANCIAL REQUIREMENTS
FY 24-25 FY 25-26 FY 26-27 FY 27-28 FY 28-29 FY 29-30 FY 30-31
Pre-Design/Study
Environmental (CEQA)
Right of Way Acquisition
Final Design
Utility Relocation
Construction (includes contingencies) 4,011,000$
Construction Management Services
Other Costs
TOTAL FUNDING -$ -$ -$ 4,011,000$ -$ -$ -$
FUNDING SOURCE
6-RMRA 946,000$
10-System Development 243,322
17-Gas Tax Fund 1,475,000
32-Measure M 1,346,678
TOTAL FUNDING -$ -$ -$ 4,011,000$ -$ -$ -$
City of San Juan Capistrano
CIP#XXXXX -ARTERIAL STREETS PAVEMENT REHABILITATION PROJECT (27-28)
This project continues the City's pavement rehabilitation efforts for arterial streets
pursuant to the requirements of the Orange County Transportation Authority
(OCTA) Measure M Agreement and in accordance with the 2021 Citywide
Pavement Management Program (PMP) Final Report. The following arterial
streets are programmed to be completed in FY 2027-28 pending funding
availability: remaining portions of Rancho Viejo Road and Trabuco Creek Road.
Project scope includes pavement rehabilitation, construction of ADA compliant
curb ramps, repair and reconstruction of damaged curbs and gutters, new
roadway striping . The projected service life for this project is 20 years.
PROJECT DESCRIPTION:
EXHIBIT A - Page 33 of 51
PROJECT LOCATION:
CIP FACTS:
Council District: 1
New or Continuing:NEW
Current Project Status:PLANNING
Managing Department:PW
Project Type:TRANSPORTATION
Annual Operating Impact:
Project Manager:PAUL MESHKIN
FUTURE FINANCIAL REQUIREMENTS
FY 24-25 FY 25-26 FY 26-27 FY 27-28 FY 28-29 FY 29-30 FY 30-31
Pre-Design/Study 5,000$
Environmental (CEQA)5,000
Right of Way Acquisition
Final Design 25,000
Utility Relocation 1,000
Construction (includes contingencies)44,000 500,000$
Construction Management Services
Other Costs
TOTAL FUNDING -$ -$ -$ -$ 80,000$ 500,000$ -$
FUNDING SOURCE
1-General Fund 80,000$ 500,000$
TOTAL FUNDING -$ -$ -$ -$ 80,000$ 500,000$ -$
City of San Juan Capistrano
CIP#XXXXX - NEW TRAFFIC SIGNAL RANCHO VIEJO AT HIGHLAND
A recent study conducted by Public Works Engineering staff, found that some
traffic warrants were met to install a traffic signal at the intersection of Rancho
Viejo Road and Highland Drive. A complaint from a resident informed the City that
during the morning and afternoon peak hours (during school days), it is difficult to
turn left from westbound Highland Drive, and to turn left from southbound
Rancho Viejo Road.
PROJECT DESCRIPTION:
EXHIBIT A - Page 34 of 51
PROJECT LOCATION:
CIP FACTS:
Council District: 5
New or Continuing:NEW
Current Project Status:PLANNING
Managing Department:PW
Project Type:TRANSPORTATION
Annual Operating Impact:
Project Manager:ALVAREZ/MESHKIN
FUTURE FINANCIAL REQUIREMENTS
FY 24-25 FY 25-26 FY 26-27 FY 27-28 FY 28-29 FY 29-30 FY 30-31
Pre-Design/Study
Environmental (CEQA)1,000$
Right of Way Acquisition
Final Design 2,000
Utility Relocation
Construction (includes contingencies)17,000
Construction Management Services 2,000
Other Costs
TOTAL FUNDING -$ -$-$-$ 22,000$ -$ -$
FUNDING SOURCE
10-System Development 22,000$
TOTAL FUNDING -$ -$-$-$ 22,000$ -$ -$
City of San Juan Capistrano
CIP#XXXXX - SPEED ADVISORY SIGN
The City has received numerous requests from Casa de Ama to install speed
advisory signs due to speeding on Calle Arroyo just west of Rancho Viejo Road.
Solar-powered signs would be installed in both directions that display the speed of
the approaching vehicles and would flash if the speed exceeds the posted speed
limit.
PROJECT DESCRIPTION:
EXHIBIT A - Page 35 of 51
PROJECT LOCATION:
CIP FACTS:
Council District 3
New or Continuing:New
Current Project Status:Not Started
Managing Department:Public Works
Project Type:Transportation
Annual Operating Impact:None
Project Manager:Paul Meshkin
FUTURE FINANCIAL REQUIREMENTS
FY 24-25 FY 25-26 FY 26-27 FY 27-28 FY 28-29 FY 29-30 FY 30-31
Pre-Design/Study 25,000$
Environmental (CEQA)
Right of Way Acquisition
Final Design 225,000
Utility Relocation
Construction (includes contingencies)2,750,000
Construction Management Services
Other Costs
TOTAL FUNDING -$ -$ -$ -$ 3,000,000$ -$ -$
FUNDING SOURCE
6-RMRA 965,000$
17- Gas Tax Fund 769,000
32- Measure M 1,266,000
TOTAL FUNDING -$ -$ -$ -$ 3,000,000$ -$ -$
City of San Juan Capistrano
CIP#XXXXX -CALLE PERFECTO AND CALLE AVIADOR PAVEMENT REHABILITATION PROJECT
This project continues the City's pavement rehabilitation efforts pursuant to the
requirements of the Orange County Transportation Authority (OCTA) Measure M
Agreement and in accordance with the 2021 Citywide Pavement Management
Program (PMP) Final Report. The following streets are programmed to be
completed in FY 2028-29 pending funding availability: Calle Perfecto and Calle
Aviador. Project scope includes pavement rehabilitation, construction of ADA
compliant curb ramps, repair and reconstruction of damaged curbs and gutters,
new roadway striping . The projected service life for this project is 20 years.
PROJECT DESCRIPTION:
EXHIBIT A - Page 36 of 51
PROJECT LOCATION:
CIP FACTS:
Council District 5
New or Continuing:New
Current Project Status:Not Started
Managing Department:Public Works
Project Type:Transportation
Annual Operating Impact:None
Project Manager:George Alvarez
FUTURE FINANCIAL REQUIREMENTS
FY 24-25 FY 25-26 FY 26-27 FY 27-28 FY 28-29 FY 29-30 FY 30-31
Preliminary Design 250,000$ 250,000$
Environmental (CEQA)250,000$ 250,000$
Right of Way Acquisition 250,000$
Final Design 3,000,000$
Utility Relocation
Construction (includes contingencies)
Construction Management Services
Other Costs 25,000$ 25,000$
TOTAL FUNDING 525,000$ 525,000$ 250,000$ 3,000,000$ -$ -$ -$
FUNDING SOURCE
18- CCFP 100,000$ 100,000$ 250,000$ 3,000,000$
38-Federal Earmark Funds 425,000$ 425,000$
TOTAL FUNDING 525,000$ 525,000$ 250,000$ 3,000,000$ -$ -$ -$
City of San Juan Capistrano
CIP#24106 -LA NOVIA BRIDGE REPLACEMENT PROJECT
Design and environmental clearance phase to reconstruct the 60-year-old two-
lane La Novia Avenue bridge with a new four-lane bridge, including new sidewalks,
multi-use path, lighting, bike lanes, traffic signal modification at San Juan Creek
Road and La Novia Avenue, widening the approaches to the bridge, and channel
improvements. The City will seek for funding opportunities for the construction
phase of the project through OCTA, state and federal funding programs.
PROJECT DESCRIPTION:
EXHIBIT A - Page 37 of 51
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EXHIBIT A - Page 38 of 51
PROJECT LOCATION:
CIP FACTS:
Council District:City-wide
New or Continuing:Continuing
Current Project Status:Design
Managing Department:Public Works
Project Type:Parks & Open Space
Annual Operating Impact:None
Project Manager:PAUL MESHKIN
FUTURE FINANCIAL REQUIREMENTS
FY 24-25 FY 25-26 FY 26-27 FY 27-28 FY 28-29 FY 29-30 FY 30-31
Pre-Design/Study
Environmental (CEQA)
Right of Way Acquisition
Final Design
Utility Relocation
Construction (includes contingencies) 50,000$ 200,000$ 130,000$ 200,000$ 130,000$ 200,000$ 130,000$
Construction Management Services
Other Costs
TOTAL FUNDING 50,000$ 200,000$ 130,000$ 200,000$ 130,000$ 200,000$ 130,000$
FUNDING SOURCE
11-Parks 50,000$ 200,000$ 130,000$ 200,000$ 130,000$ 200,000$ 130,000$
TOTAL FUNDING 50,000$ 200,000$ 130,000$ 200,000$ 130,000$ 200,000$ 130,000$
PROJECT DESCRIPTION:
City of San Juan Capistrano
CIP# 09203 - CITY-WIDE PLAYGROUND UPGRADES
This project proposes to provide tor necessary upgrades to
the pre-existing playground equipment (PE) that does not
meet current safeguards according to the Safety Standards
for Public Park use as identified in the 2007 Needs
Assessment Report, and/or installation of shade structures
(SS) at the following existing playgrounds: Bonita Park-
both (SS) and (PE), Cook La Novia Park - (SS) only, PE
installed in 2011, Cook Del Campo Park - (SS) only, (PE)
upgrades installed, Descanso Park - both (SS) and (PE), Four
Oaks Park - (SS) only, (PE) upgrades installed in 2014,
Junipero Serra Park - both (SS) and (PE), La Ronda Park -
(SS) only, (PE) upgrades installed in 2012, Mission Bell
Park-both(SS)and(PE),AcuCanyonPark-both(SS)and
(PE). In 2017/2018 improvements were made to Cook
Cordova Park (new playground) and San Juan Creek Good
Neighbor's Park (SS) and (PE).
EXHIBIT A - Page 39 of 51
PROJECT LOCATION:
CIP FACTS:
Council District: 1
New or Continuing:NEW
Current Project Status:PLANNING
Managing Department:PW
Project Type:PARKS AND OPEN SPACE
Annual Operating Impact:
Project Manager:PAUL MESHKIN
FUTURE FINANCIAL REQUIREMENTS
FY 24-25 FY 25-26 FY 26-27 FY 27-28 FY 28-29 FY 29-30 FY 30-31
Pre-Design/Study
Environmental (CEQA)
Right of Way Acquisition
Final Design
Utility Relocation
Construction (includes contingencies) 130,000$ 830,000$
Construction Management Services
Other Costs
TOTAL FUNDING 130,000$ 830,000$ -$ -$ -$ -$ -$
FUNDING SOURCE
11-Parks and Recreation Fees 130,000$ 830,000$
TOTAL FUNDING 130,000$ 830,000$ -$ -$ -$ -$ -$
City of San Juan Capistrano
CIP#22202 - STONEFIELD PARK SYNTHETIC TURF
Stone Field Park is located at the southeast corner of La Zanja Street and Camino
Capistrano. The park consists of one full-sized regulation soccer field
(approximately 100 yards long by 60 yards wide) and is heavily utilized by both
youth and adult soccer groups, as well as the adjacent neighborhood
communities. This project will remove and replace the existing natural turf
playing surface with synthetic turf material. The Project also includes the
installation of a new drainage system for the artificial playing surface, shade
structures for players and spectators, and new soccer field lightning to maximize
hours of play and accessibility to the public.
PROJECT DESCRIPTION:
EXHIBIT A - Page 40 of 51
PROJECT LOCATION:
CIP FACTS:
Council District:2
New or Continuing:New
Current Project Status:Planning
Managing Department:Public Works
Project Type:Parks & Open Space
Annual Operating Impact:None
Project Manager:PAUL MESHKIN
FUTURE FINANCIAL REQUIREMENTS
FY 24-25 FY 25-26 FY 26-27 FY 27-28 FY 28-29 FY 29-30 FY 30-31
Pre-Design/Study 5,000$
Environmental (CEQA)2,500
Right of Way Acquisition
Final Design 15,000
Utility Relocation
Construction (includes contingencies)225,000
Construction Management Services 20,000
Other Costs
TOTAL FUNDING -$ -$ -$ 267,500$ -$ -$ -$
FUNDING SOURCE
11-Parks 267,500$
TOTAL FUNDING -$ -$ -$ 267,500$ -$ -$ -$
PROJECT DESCRIPTION:
City of San Juan Capistrano
CIP# XXXXX - COOK CORDOVA SOFTBALL FIELD AND FACILITIES UPGRADES
This project proposes to provide upgrades to the softball
fields and related facilities. Improvement includes
construction of concrete slab between field, upgrading
spectators facilities, water fountain, bleachers, etc.
EXHIBIT A - Page 41 of 51
PROJECT LOCATION:
CIP FACTS:
Council District: 5
New or Continuing:NEW
Current Project Status:PLANNING
Managing Department:PW
Project Type:PARKS AND OPEN SPACE
Annual Operating Impact:
Project Manager:PAUL MESHKIN
FUTURE FINANCIAL REQUIREMENTS
FY 24-25 FY 25-26 FY 26-27 FY 27-28 FY 28-29 FY 29-30 FY 30-31
Pre-Design/Study 300,000$
Environmental (CEQA)
Right of Way Acquisition
Final Design
Utility Relocation
Construction (includes contingencies)1,700,000$
Construction Management Services
Other Costs
TOTAL FUNDING -$ -$ -$ -$ 300,000$ 1,700,000$ -$
FUNDING SOURCE
11-Park and Recreation Fees 300,000$ 1,700,000$
TOTAL FUNDING -$ -$ -$ -$ 300,000$ 1,700,000$ -$
City of San Juan Capistrano
CIP#XXXXX - Long Park Renovation and Landscape Improvement Project
Long Park is located along west side of Camino Capistrano between La Zanja Street and Oso Road,
running along the OCTA railroad track fence. This project will renovate and improve the
landscaping and irrigation system within the Park. Improvements will also include installation of
new safety lighting, renovation of the restroom facility, evaluation of parking opportunities, and
other recreational park amenities.
PROJECT DESCRIPTION:
EXHIBIT A - Page 42 of 51
PROJECT LOCATION:
CIP FACTS:
Council District: 5
New or Continuing:NEW
Current Project Status:PLANNING
Managing Department:PW
Project Type:FACILITIES
Annual Operating Impact:0
Project Manager:PAUL MESHKIN
FUTURE FINANCIAL REQUIREMENTS
FY 24-25 FY 25-26 FY 26-27 FY 27-28 FY 28-29 FY 29-30 FY 30-31
Pre-Design/Study
Environmental (CEQA)
Right of Way Acquisition
Final Design 15,000$
Utility Relocation
Construction (includes contingencies) 185,000$
Construction Management Services
Other Costs
TOTAL FUNDING 200,000$ -$-$-$ -$
FUNDING SOURCE
1-General Fund 100,000$
38-SDGE Grant 100,000$
TOTAL FUNDING 200,000$ -$-$-$ -$
City of San Juan Capistrano
CIP XXXXX - SERRA PARK AMENITIES IMPROVEMENTS PROJECT
The project scope includes a complete park redesign with the following
improvements: Playground replacement with a shade cover; replace woodchips
with pour-and-play surfacing; replace swings; complete pathway connection;
install additional picnic benches; add a bottle-filling station with a dog water
fountain; incorporate an enclosed dog run; and, replace the park sign.
PROJECT DESCRIPTION:
EXHIBIT A - Page 43 of 51
PROJECT LOCATION:
CIP FACTS:
Council District: 5
New or Continuing:NEW
Current Project Status:PLANNING
Managing Department:PW
Project Type:FACILITIES
Annual Operating Impact:0
Project Manager:PAUL MESHKIN
FUTURE FINANCIAL REQUIREMENTS
FY 24-25 FY 25-26 FY 26-27 FY 27-28 FY 28-29 FY 29-30 FY 30-31
Pre-Design/Study
Environmental (CEQA) 5,000$
Right of Way Acquisition
Final Design 15,000$
Utility Relocation
Construction (includes contingencies) 180,000$
Construction Management Services
Other Costs
TOTAL FUNDING 200,000$ -$ -$ -$ -$ -$ -$
FUNDING SOURCE
1-General Fund 200,000$
TOTAL FUNDING 200,000$ -$ -$ -$ -$ -$ -$
City of San Juan Capistrano
CIP XXXXX - ACU PARK IMPROVEMENTS PROJECT
The project scope includes a complete park redesign based on recommendations
from the Parks, Equestrian and Community Services Commission. Key amenities
include barbecues; picnic benches with shade covers; new playground structure
with a pour-and-play surface and shade cover; improved path connection from
the street into the park; safety lighting; potential additional features include
pickleball courts, a dog run, permanent restrooms, and an improved sports field.
PROJECT DESCRIPTION:
EXHIBIT A - Page 44 of 51
PROJECT LOCATION:
CIP FACTS:
Council District: 5
New or Continuing:NEW
Current Project Status:PLANNING
Managing Department:PW
Project Type:FACILITIES
Annual Operating Impact:0
Project Manager:PAUL MESHKIN
FUTURE FINANCIAL REQUIREMENTS
FY 24-25 FY 25-26 FY 26-27 FY 27-28 FY 28-29 FY 29-30 FY 30-31
Pre-Design/Study
Environmental (CEQA) 5,000$
Right of Way Acquisition
Final Design 50,000$
Utility Relocation
Construction (includes contingencies) 400,000$
Construction Management Services 45,000$
Other Costs
TOTAL FUNDING 500,000$ -$ -$ -$ -$ -$ -$
FUNDING SOURCE
13-Agricultural Preservation Fund 500,000$
TOTAL FUNDING 500,000$ -$ -$ -$ -$ -$ -$
City of San Juan Capistrano
CIP XXXXX - LA NOVIA EAST IMPROVEMENTS PROJECT
The project scope includes community enhancements to the parcel of land
located at the south-east corner of La Novia Avenue and San Juan Creek Road.
PROJECT DESCRIPTION:
EXHIBIT A - Page 45 of 51
Buildings
&
Facilities
EXHIBIT A - Page 46 of 51
PROJECT LOCATION:
CIP FACTS:
Council District:Citywide
New or Continuing:Continuing
Current Project Status:Started
Managing Department:Public Works
Project Type:Building and Facilities
Annual Operating Impact:None
Project Manager:Paul Meshkin
FUTURE FINANCIAL REQUIREMENTS
FY 24-25 FY 25-26 FY 26-27 FY 27-28 FY 28-29 FY 29-30 FY 30-31
Pre-Design/Study 5,000$ 5,000$ 5,000$ 5,000$ 5,000$ 5,000$ 5,000$
Environmental (CEQA)
Right of Way Acquisition
Final Design 10,000 10,000 10,000 10,000 10,000 10,000 10,000
Utility Relocation
Construction (includes contingencies) 75,000 75,000 75,000 75,000 75,000 75,000 75,000
Construction Management Services 10,000 10,000 10,000 10,000 10,000 10,000 10,000
Transfer to Arguello Way
TOTAL FUNDING 100,000$ 100,000$ 100,000$ 100,000$ 100,000$ 100,000$ 100,000$
FUNDING SOURCE
81-Facilities Operations 100,000$ 100,000$ 100,000$ 100,000$ 100,000$ 100,000$ 100,000$
TOTAL FUNDING 100,000$ 100,000$ 100,000$ 100,000$ 100,000$ 100,000$ 100,000$
City of San Juan Capistrano
CIP 15306 - ADA TRANSITION PLAN AND IMPLEMENTATION
The City’s Americans with Disabilities Act (ADA) Compliance Program
includes an ADA Self-Evaluation and Transition Plan that will fulfill the
requirements set forth in Title II of the ADA. The ADA states that a public
entity must reasonably modify its policies, practices, or procedures to
avoid discrimination against people with disabilities. The Program will
also assist the City in identifying policy, program, and physical barriers to
accessibility and in developing barrier removal solutions that will facilitate
the opportunity of access to all individuals. Program phases to establish
the City’s ADA Self-Evaluation and Transition Plan include: Phase I. Self-
Evaluation: Survey, review, and analysis of facilities, programs, services
and activities.; Phase II. Transition Plan: Collaborating with various
stakeholders to review Phase I results, establish priorities and schedules
for completion, and reach consensus for a finished product. Phase I is
complete and Phase II is underway. The cost in FY 2019-20 and
subsequent years provides for design and construction of improvements
as identified in the Transition Plan. Also, other ADA related compliant
projects.
PROJECT DESCRIPTION:
EXHIBIT A - Page 47 of 51
PROJECT LOCATION:
CIP FACTS:
Council District: 4
New or Continuing:NEW
Current Project Status:PLANNING
Managing Department:PW
Project Type:FACILITIES
Annual Operating Impact:
Project Manager:PAUL MESHKIN
FUTURE FINANCIAL REQUIREMENTS
FY 24-25 FY 25-26 FY 26-27 FY 27-28 FY 28-29 FY 29-30 FY 30-31
Pre-Design/Study
Environmental (CEQA)5,000$
Right of Way Acquisition
Final Design 5,000
Utility Relocation
Construction (includes contingencies)165,000
Construction Management Services 5,000
Other Costs
TOTAL FUNDING -$ -$-$180,000$ -$-$ -$
FUNDING SOURCE
11-Park and Recreation Fees 180,000$
TOTAL FUNDING -$ -$-$180,000$ -$-$ -$
City of San Juan Capistrano
CIP#XXXXX - HISTORIC TOWN CENTER PARK STORAGE FACILITY
This project will construct a storage facility just east of the stage area at Historic
Town Center Park. Several large City-sponsored events - including the Christmas
Tree Lighting Celebration, Swallows Day Parade, and the Summer Nights Concert
Series - occur at HTC park and an on-site storage facility would provide for a more
efficient event coordination. The project involves construction of a concrete slab,
floors and walls, roof trusses, sidings, framing, flooring, and shed doors.
PROJECT DESCRIPTION:
EXHIBIT A - Page 48 of 51
PROJECT LOCATION:
CIP FACTS:
Council District: 4
New or Continuing:NEW
Current Project Status:PLANNING
Managing Department:PW
Project Type:FACILITIES
Annual Operating Impact:0
Project Manager:PAUL MESHKIN
FUTURE FINANCIAL REQUIREMENTS
FY 24-25 FY 25-26 FY 26-27 FY 27-28 FY 28-29 FY 29-30 FY 30-31
Public Works Operation and Maintenance 536,000$
UD Building Parking Lot Improvements 275,000$
Police Services Building 427,500$
TOTAL FUNDING 1,238,500$ -$ -$ -$ -$ -$ -$
FUNDING SOURCE
1-General Fund 1,238,500$
TOTAL FUNDING 1,238,500$ -$ -$ -$ -$ -$ -$
City of San Juan Capistrano
CIP XXXXX - CITY HALL CAMPUS IMPROVEMENTS PROJECT
This Project includes the following: Public Works Operations 1 Building Tenant
Improvements, Public Works Maintenance Yard Paint Project, Public Works
Maintenance Yard Building Reroofing, Public Works Maintenance Pavement
Resurfacing, Former Utilities Department Building Parking Lot Improvements,
Police Services (Dance Hall) Final Tenant Improvements (Less Reroof), Police
Services (Dance Hall) Pavement Resurfacing, Police Services Reroof.
PROJECT DESCRIPTION:
EXHIBIT A - Page 49 of 51
PROJECT LOCATION:
CIP FACTS:
Council District: 5
New or Continuing:NEW
Current Project Status:PLANNING
Managing Department:PW
Project Type:FACILITIES
Annual Operating Impact:0
Project Manager:PAUL MESHKIN
FUTURE FINANCIAL REQUIREMENTS
FY 24-25 FY 25-26 FY 26-27 FY 27-28 FY 28-29 FY 29-30 FY 30-31
Pre-Design/Study
Environmental (CEQA)
Right of Way Acquisition
Final Design 2,500$
Utility Relocation
Construction (includes contingencies) 47,500$
Construction Management Services
Other Costs
TOTAL FUNDING 50,000$ -$ -$ -$ -$ -$ -$
FUNDING SOURCE
1-General Fund 50,000$
TOTAL FUNDING 50,000$ -$ -$ -$ -$ -$ -$
City of San Juan Capistrano
CIP XXXXX - TJ MEADOWS IMPROVEMENTS PROJECT
The project scope includes removing interior walls to create usable/rentable
space; replacing carpet with vinyl plank flooring; updating lighting; painting the
interior and exterior, including doors and trim; adding new landscaping at the
entrance; minor repairs to brick/concrete steps; installing new address numbers.
PROJECT DESCRIPTION:
EXHIBIT A - Page 50 of 51
PROJECT LOCATION:
CIP FACTS:
Council District: 5
New or Continuing:NEW
Current Project Status:PLANNING
Managing Department:PW
Project Type:FACILITIES
Annual Operating Impact:0
Project Manager:PAUL MESHKIN
FUTURE FINANCIAL REQUIREMENTS
FY 24-25 FY 25-26 FY 26-27 FY 27-28 FY 28-29 FY 29-30 FY 30-31
Pre-Design/Study
Environmental (CEQA)
Right of Way Acquisition
Final Design 2,500$
Utility Relocation
Construction (includes contingencies) 47,500$
Construction Management Services
Other Costs
TOTAL FUNDING 50,000$ -$ -$ -$ -$ -$ -$
FUNDING SOURCE
1-General Fund 50,000$
TOTAL FUNDING 50,000$ -$ -$ -$ -$ -$ -$
City of San Juan Capistrano
CIP XXXXX - LA SALA BUILDING LOBBY IMPROVEMENTS PROJECT
The project scope includes replacing lighting in the auditorium; installing acoustic
panels; replacing flooring; repainting the interior of the auditorium and foyer,
including doors.
PROJECT DESCRIPTION:
EXHIBIT A - Page 51 of 51
a. City Hall Campus Improvements Project (General Fund - $1,238,500)
b. Serra Park Amenities Improvement Project (General Fund - $100,000; SDGE Grant - $100,000)
c. Acu Park Improvements Project (General Fund - $200,000)
d. La Novia East Improvements Project (Agricultural Preservation Fund - $500,000)
e. TJ Meadows Improvement Project (General Fund - $50,000)
f. La Sala Building Lobby Improvements Project (General Fund - $50,000)
g. La Novia Bridge Preliminary Design (CCFP Fund/Federal Grant - $100,000 in 24/25; $100,000 in 25/26)
EXHIBIT B
Changes to be Reflected in Final Budget
Orange County Transportation Authority
FY 2024/25 - FY 2030/31 Capital Improvement Program
TIP ID CP-11091 IMPLEMENTING AGENCY San Juan Capistrano,
City of
Local Project Number: CIP 07107 Project Title
Additional Project IDs:CIP 07117- I-5/San Juan Creek Road Underpass Improvement Project
Type of Work:Road Widening Project Description
Type of Work Description:Road Widening - Add
2 lanes to existing roadway in project limits Widen San Juan Creek Road under I-5 overpass between Valle Road and Camino Capistrano.
Limits
Valle Road to Camino Capistrano
Project Notes
Traffic Impact Fee - Capistrano Circulation Fee
Program (CCFP) Fund 18
FISCAL YEAR FUND TYPE ENG ROW CON/IMP O&M TOTAL TOTAL ESCALATED
2026 Traffic Impact Fees $0 $0 $2,000,000 $0 $2,000,000 $2,121,800
Totals:$0 $0 $2,000,000 $0 $2,000,000 $2,121,800
Last Revised: 24-00 - In Progress Total Programmed: $2,000,000
TIP ID CP-11098 IMPLEMENTING AGENCY San Juan Capistrano,
City of
Local Project Number: CIP 08102 Project Title
Additional Project IDs:CIP 08102 - Pavement Management Program (PMP)
Type of Work:Road Maintenance Project Description
Type of Work Description:Road Maintenance -
Studies or PMP updates
Provide updates to the City's PMP on odd years in compliance with Measure M2 eligibility
requirements.
Limits
City-wide
Project Notes
Measure M Funds
FISCAL
YEAR FUND TYPE ENG ROW CON/IMP O&M TOTAL TOTAL
ESCALATED
2025 Measure M2 Local
Fairshare $50,000 $0 $0 $0 $50,000 $50,000
2027 Measure M2 Local
Fairshare $110,000 $0 $0 $0 $110,000 $110,000
2029 Measure M2 Local
Fairshare $50,000 $0 $0 $0 $50,000 $50,000
2031 Measure M2 Local
Fairshare $50,000 $0 $0 $0 $50,000 $50,000
Totals:$260,000 $0 $0 $0 $260,000 $260,000
Last Revised: 24-00 - In Progress Total Programmed: $260,000
TIP ID CP-11838 IMPLEMENTING AGENCY San Juan
Capistrano, City of
Local Project Number: CIP 24103 Project Title
Additional Project IDs:CIP 24103 - ARTERIAL STREETS PAVEMENT REHABILITATION PROJECT
Type of Work:Road Maintenance Project Description
Type of Work Description:Road Maintenance -
Rehabilitation of roadway
Pavement rehabilitation for Rancho Viejo Road, La Novia Avenue and Del Obispo Street. Project
scope includes pavement rehabilitation, construction of ADA compliant curb ramps, repair and
reconstruction of damaged curbs and gutters, new striping.
Limits
Rancho Viejo Road north of Junipero Serra and
between Ortega Highway and Calle Arroyo, La
Novia Avenue and Del Obispo Street between
Camino Capistrano and Paseo Adelanto.
Project Notes
Agency Contribution - Fund 10 - System
Development
FISCAL
YEAR FUND TYPE ENG ROW CON/IMP O&M TOTAL TOTAL
ESCALATED
2025 Measure M2 Local
Fairshare $0 $0 $863,000 $0 $863,000 $888,890
2025 Gas Tax $0 $0 $684,000 $0 $684,000 $704,520
2025 General Fund $0 $0 $1,628,140 $0 $1,628,140 $1,676,984
2025 Local Streets and Roads
apportionments $0 $0 $891,000 $0 $891,000 $917,730
2025 Agency Contribution $0 $0 $126,000 $0 $126,000 $129,780
2026 General Fund $0 $0 $0 $0 $0 $0
Totals:$0 $0 $4,192,140 $0 $4,192,140 $4,317,904
Last Revised: 24-00 - In Progress Total Programmed: $4,192,140
ATTACHMENT 3 - Page 1 of 7
TIP ID CP-11292 IMPLEMENTING AGENCY San Juan
Capistrano, City of
Local Project Number: CIP 24104 Project Title
Additional Project IDs:CIP 24104 - Traffic Signal Synchronization Program
Type of Work:Traffic Signals Project Description
Type of Work Description:Traffic Signals -
Interconnect traffic signals to improve coordination
and communications
This project will install fiber optics to better synchronize the traffic signals and provides a new
monitoring system to adjust traffic signals remotely and record data such as speed and volume.
Limits
Del Obispo Street between the I-5 freeway and
Alipaz Street
Project Notes
Other - Streets and Highway Project Grants
Carryover Project for FY 2024-25. Funding is
reflected in prior years.
FISCAL YEAR FUND TYPE ENG ROW CON/IMP O&M TOTAL TOTAL ESCALATED
Totals:$0 $0 $0 $0 $0 $0
Last Revised: 24-00 - In Progress Total Programmed: $0
TIP ID CP-12087 IMPLEMENTING AGENCY San Juan
Capistrano, City of
Local Project Number: CIP 24106 Project Title
Additional Project IDs:CIP 24106 - La Novia Avenue Bridge Reconstruction Project
Type of Work:Bridge Project Description
Type of Work Description:Bridge - Widen
existing bridge
Design and environmental clearance phase to reconstruct the 60-year-old two-lane La Novia Avenue
bridge with new four-lane bridge including new sidewalks, multi-use path, lighting, bike lanes, traffic
signal modification at San Juan Creek Road and La
Limits
Na Novia Avenue between San Juan Creek Road
and Calle Arroyo
Project Notes
Traffic Impact Fees - Fund 18 Capistrano
Circulation Funding Program (CCFP) Federal -
Earmark Funds ($850,000)
FISCAL
YEAR FUND TYPE ENG ROW CON/IMP O&M TOTAL TOTAL
ESCALATED
2025 Federal $425,000 $0 $0 $0 $425,000 $425,000
2025 Traffic Impact Fees $100,000 $0 $0 $0 $100,000 $100,000
2026 Traffic Impact Fees $100,000 $0 $0 $0 $100,000 $100,000
2026 Federal $425,000 $0 $0 $0 $425,000 $425,000
2027 Traffic Impact Fees $450,000 $250,000 $0 $0 $700,000 $723,182
2028 Traffic Impact Fees $2,000,000 $0 $0 $0 $2,000,000 $2,000,000
2029 Unfunded/Unknown $0 $0 $11,000,000 $0 $11,000,000 $12,752,015
2030 Unfunded/Unknown $0 $0 $11,000,000 $0 $11,000,000 $13,134,575
Totals:$3,500,000 $250,000 $22,000,000 $0 $25,750,000 $29,659,772
Last Revised: 24-00 - In Progress Total Programmed: $25,750,000
TIP ID CP-12088 IMPLEMENTING AGENCY San Juan
Capistrano, City of
Local Project Number: 22-SJCP-ECP-4033 Project Title
Additional Project IDs:CIP 24501 Storm Water Treatment Device Installation Project
Type of Work:Environmental Cleanup Project Description
Type of Work Description:Environmental
Cleanup - Other
Design, construction management, project management and construction of 100 stormwater runoff
treatment devices (i.e., connector pipe screens) in high-density residential and commercial areas
throughout the city.
Limits
Citywide
Project Notes
Other - Fund 37 - Highways, Streets, and Roads
Grants Fund Carryover Project for FY 2024-25.
Funding is reflected in prior years.
FISCAL YEAR FUND TYPE ENG ROW CON/IMP O&M TOTAL TOTAL ESCALATED
Totals:$0 $0 $0 $0 $0 $0
Last Revised: 24-00 - In Progress Total Programmed: $0
ATTACHMENT 3 - Page 2 of 7
TIP ID CP-12089 IMPLEMENTING AGENCY San Juan Capistrano,
City of
Local Project Number: CIP 24502 Project Title
Additional Project IDs:CIP 24502 - Stormwater Retention and Treatment System
Type of Work:Environmental Cleanup Project Description
Type of Work Description:Environmental
Cleanup - Detention/Infiltration basins
Construction of a stormwater runoff infiltration basin (Basin) located within an undeveloped City owned
parcel.
Limits
SE Corner of La Novia Avenue and Calle Arroyo
Project Notes
Fund 38 - Grant Funds - Integrated Regional
Water Management (IRWM) Grant Carryover
Project for FY 2024-25. Funding is reflected in
prior years.
FISCAL YEAR FUND TYPE ENG ROW CON/IMP O&M TOTAL TOTAL ESCALATED
Totals:$0 $0 $0 $0 $0 $0
Last Revised: 24-00 - In Progress Total Programmed: $0
TIP ID CP-11849 IMPLEMENTING AGENCY San Juan
Capistrano, City of
Local Project Number:Project Title
Additional Project IDs:CIP XXXXX - ARTERIAL STREETS PAVEMENT REHABILITATION PROJECT (25-26)
Type of Work:Road Maintenance Project Description
Type of Work Description:Road Maintenance -
Rehabilitation of roadway
Pavement rehabilitation, construction of ADA compliant curb ramps, repair and reconstruction of
damaged curbs and gutters and roadway striping for: Camino Del Avion, Alipaz Streets and San Juan
Creek Road.
Limits
Local streets within Zone 3 and Entire Length of
Camino Del Avion and Alipaz Street
Project Notes
Agency Contribution - System Development Fund
10
FISCAL
YEAR FUND TYPE ENG ROW CON/IMP O&M TOTAL TOTAL
ESCALATED
2025 Agency Contribution $0 $0 $0 $0 $0 $0
2026 Measure M2 Local
Fairshare $0 $0 $1,044,958 $0 $1,044,958 $1,108,596
2026 Local Streets and Roads
apportionments $0 $0 $909,000 $0 $909,000 $964,358
2026 General Fund $0 $0 $691,000 $0 $691,000 $733,082
2026 Gas Tax $0 $0 $705,042 $0 $705,042 $747,979
2026 Developer $0 $0 $0 $0 $0 $0
Totals:$0 $0 $3,350,000 $0 $3,350,000 $3,554,015
Last Revised: 24-00 - In Progress Total Programmed: $3,350,000
TIP ID CP-11850 IMPLEMENTING AGENCY San Juan
Capistrano, City of
Local Project Number: CIP XXXXX Project Title
Additional Project IDs:CIP XXXXX - ARTERIAL STREETS PAVEMENT REHABILITATION PROJECT (26-27)
Type of Work:Road Maintenance Project Description
Type of Work Description:Road Maintenance -
Rehabilitation of roadway
Pavement rehabilitation, construction of ADA compliant curb ramps, repair and reconstruction of
damaged curbs and gutters, new roadway striping for: Camino Las Ramblas and Del Obispo Street
between Paseo de La Paz and Dana Point border.
Limits
Camino Las Ramblas, and Del Obispo Street
between Paseo de La Paz and Dana Point.
Project Notes
FISCAL
YEAR FUND TYPE ENG ROW CON/IMP O&M TOTAL TOTAL
ESCALATED
2026 Agency Contribution $0 $0 $800,000 $0 $800,000 $848,720
2027 Local Streets and Roads
apportionments $0 $0 $927,000 $0 $927,000 $1,012,958
2027 Measure M2 Local
Fairshare $0 $0 $733,440 $0 $733,440 $801,450
2027 Gas Tax $0 $0 $0 $0 $0 $0
2027 Developer $0 $0 $0 $0 $0 $0
Totals:$0 $0 $2,460,440 $0 $2,460,440 $2,663,128
Last Revised: 24-00 - In Progress Total Programmed: $2,460,440
ATTACHMENT 3 - Page 3 of 7
TIP ID CP-11851 IMPLEMENTING AGENCY San Juan
Capistrano, City of
Local Project Number:Project Title
Additional Project IDs:CIP XXXXX - ARTERIAL STREETS PAVEMENT REHABILITATION PROJECT (27-28).
Type of Work:Road Maintenance Project Description
Type of Work Description:Road Maintenance -
Rehabilitation of roadway
Pavement rehabilitation, construction of ADA compliant curb ramps, repair and reconstruction of
damaged curbs and gutters and roadway striping for the Remaining portions of RVR and Trabuco
Creek Road.
Limits
Remaining sections of San Juan Creek Road, Del
Obispo Street and Rancho Viejo Road.
Project Notes
Agency Contribution - Fund 10- System
Development
FISCAL
YEAR FUND TYPE ENG ROW CON/IMP O&M TOTAL TOTAL
ESCALATED
2027 Agency Contribution $0 $0 $0 $0 $0 $0
2028 Local Streets and Roads
apportionments $0 $0 $946,000 $0 $946,000 $1,064,731
2028 Gas Tax $0 $0 $1,475,000 $0 $1,475,000 $1,660,125
2028 Agency Contribution $0 $0 $243,322 $0 $243,322 $273,861
2028 Measure M2 Local
Fairshare $0 $0 $1,346,678 $0 $1,346,678 $1,515,698
2028 Developer $0 $0 $0 $0 $0 $0
Totals:$0 $0 $4,011,000 $0 $4,011,000 $4,514,415
Last Revised: 24-00 - In Progress Total Programmed: $4,011,000
TIP ID CP-11852 IMPLEMENTING AGENCY San Juan
Capistrano, City of
Local Project Number:Project Title
Additional Project IDs:CIP XXXXX - CALLE PERFECTO AND CALLE AVIADOR PAVEMENT REHABILITATION PROJECT
Type of Work:Road Maintenance Project Description
Type of Work Description:Road Maintenance -
Rehabilitation of roadway
Pavement rehabilitation, construction of ADA compliant curb ramps, repair and reconstruction of
damaged curbs and gutters and roadway striping for Trabuco Creek RD. AND Calle Perfecto.
Limits
Entire length of Trabuco Creek Road and Calle
Perfecto.
Project Notes
FISCAL
YEAR FUND TYPE ENG ROW CON/IMP O&M TOTAL TOTAL
ESCALATED
2029 Gas Tax $0 $0 $769,000 $0 $769,000 $891,482
2029 General Fund $0 $0 $0 $0 $0 $0
2029 Local Streets and Roads
apportionments $0 $0 $965,000 $0 $965,000 $1,118,699
2029 Measure M2 Local
Fairshare $0 $0 $1,266,000 $0 $1,266,000 $1,467,641
2029 Developer $0 $0 $0 $0 $0 $0
Totals:$0 $0 $3,000,000 $0 $3,000,000 $3,477,822
Last Revised: 24-00 - In Progress Total Programmed: $3,000,000
TIP ID CP-11291 IMPLEMENTING AGENCY San Juan Capistrano,
City of
Local Project Number:Project Title
Additional Project IDs:CIP XXXXX - New Traffic Signal at Rancho Viejo Rd. at Highland Drive
Type of Work:Traffic Signals Project Description
Type of Work Description:Traffic Signals - Install
new traffic signals and equipment
Installation of a new traffic signal at the intersection of Rancho Viejo Rd and Highland Drive due to
demand.
Limits
Rancho Viejo Rd. at Highland Drive
Project Notes
FISCAL YEAR FUND TYPE ENG ROW CON/IMP O&M TOTAL TOTAL ESCALATED
2027 General Fund $80,000 $0 $0 $0 $80,000 $80,000
2028 General Fund $0 $0 $500,000 $0 $500,000 $562,754
Totals:$80,000 $0 $500,000 $0 $580,000 $642,754
Last Revised: 24-00 - In Progress Total Programmed: $580,000
ATTACHMENT 3 - Page 4 of 7
TIP ID CP-11290 IMPLEMENTING AGENCY San Juan
Capistrano, City of
Local Project Number: CIP XXXXX Project Title
Additional Project IDs:CIP XXXXX Speed Advisory Sign
Type of Work:Safety Project Description
Type of Work Description:Safety - Traffic
calming such as bulbout, chokers, speed hump, etc.
New speed advisory signs due to speeding on Calle Arroyo just west of Rancho Viejo Road. Solar-
powered signs would be installed in both directions that display the speed of the approaching vehicles
and would flash if the speed exceeds the posted
Limits
Calle Arroyo West of Racho Viejo Road
Project Notes
Agency Contribution - System Development- Fund
10
FISCAL YEAR FUND TYPE ENG ROW CON/IMP O&M TOTAL TOTAL ESCALATED
2029 Agency Contribution $3,000 $0 $19,000 $0 $22,000 $25,026
Totals:$3,000 $0 $19,000 $0 $22,000 $25,026
Last Revised: 24-00 - In Progress Total Programmed: $22,000
TIP ID CP-12401 IMPLEMENTING AGENCY San Juan
Capistrano, City of
Local Project Number: CIP # XXXXX Project Title
Additional Project IDs:CIP#XXXXX -Junipero Serra and Camino Capistrano Pavement Rehabilitation Project
Type of Work:Road Maintenance Project Description
Type of Work Description:Road Maintenance -
Rehabilitation of roadway
Project scope includes pavement rehabilitation, construction of ADA compliant curb ramps, repair and
reconstruction of damaged curbs and gutters, new roadway striping . The projected service life for this
project is 20 years.
Limits
Junipero Serra Between Camino Capistrano and
Rancho Viejo Road and Camino Capistrano
Between Junipero Serra and Oso Road
Project Notes
FISCAL
YEAR FUND TYPE ENG ROW CON/IMP O&M TOTAL TOTAL
ESCALATED
2030 Measure M2 Local
Fairshare $175,000 $0 $1,000,000 $0 $1,175,000 $1,369,052
Totals:$175,000 $0 $1,000,000 $0 $1,175,000 $1,369,052
Last Revised: 24-00 - In Progress Total Programmed: $1,175,000
TIP ID CP-12402 IMPLEMENTING AGENCY San Juan
Capistrano, City of
Local Project Number: CIP # XXXXX Project Title
Additional Project IDs:CIP#XXXXX -Local Streets Slurry Seal Program
Type of Work:Road Maintenance Project Description
Type of Work Description:Road Maintenance -
Slurry seal of roadway
The local streets paved between 2010 and 2018 will be programed for slurry seal application pending
funding availability. Project scope includes application of slurry seal and pavement restriping.
Limits
Citiwide
Project Notes
FISCAL
YEAR FUND TYPE ENG ROW CON/IMP O&M TOTAL TOTAL
ESCALATED
2031 Measure M2 Local
Fairshare $5,000 $0 $495,000 $0 $500,000 $613,788
Totals:$5,000 $0 $495,000 $0 $500,000 $613,788
Last Revised: 24-00 - In Progress Total Programmed: $500,000
TIP ID CP-11118 IMPLEMENTING AGENCY San Juan
Capistrano, City of
Local Project Number: 11-SJCP-ECP-3590 Project Title
Additional Project IDs:City of San Juan Capistrano Trash Removal 1
Type of Work:Environmental Cleanup Project Description
Type of Work Description:Environmental
Cleanup - Linear Radial Gross Solid Removal
Device (GSRD)
This project is for the maintenance of the Trash Screens as in-kind services as part of the OCTA grant
funding received for the procurement and installation of the trash screens.
Limits
City-Wide
Project Notes
Carryover Project for FY 2024-25. Funding is
reflected in prior years.
FISCAL YEAR FUND TYPE ENG ROW CON/IMP O&M TOTAL TOTAL ESCALATED
2025 General Fund $0 $0 $0 $8,648 $8,648 $8,648
Totals:$0 $0 $0 $8,648 $8,648 $8,648
Last Revised: 24-00 - In Progress Total Programmed: $8,648
ATTACHMENT 3 - Page 5 of 7
TIP ID CP-11120 IMPLEMENTING AGENCY San Juan
Capistrano, City of
Local Project Number: 11-SJCP-ECP-3591 Project Title
Additional Project IDs:City of San Juan Capistrano Trash Removal 2
Type of Work:Environmental Cleanup Project Description
Type of Work Description:Environmental
Cleanup - Linear Radial Gross Solid Removal
Device (GSRD)
This project is for the maintenance of the Trash Screens as in-kind services as part of the OCTA grant
funding received for the procurement and installation of the trash screens.
Limits
City-Wide
Project Notes
Carryover Project for FY 2024-25. Funding is
reflected in prior years.
FISCAL YEAR FUND TYPE ENG ROW CON/IMP O&M TOTAL TOTAL ESCALATED
2025 General Fund $0 $0 $0 $6,891 $6,891 $6,891
Totals:$0 $0 $0 $6,891 $6,891 $6,891
Last Revised: 24-00 - In Progress Total Programmed: $6,891
TIP ID CP-11288 IMPLEMENTING AGENCY San Juan
Capistrano, City of
Local Project Number: 20-SJCP-ACE-3967 Project Title
Additional Project IDs:Ortega Highway Improvements Project
Type of Work:Road Widening Project Description
Type of Work Description:Road Widening - Add
2 lanes to existing roadway in project limits
Ortega Highway is planned to be widened to four lanes, two in each direction, between Calle
Entradero and the easterly City limit. The widening project includes sidewalks, bike lanes, streetlights,
sound walls, retaining walls, drainage facilities,
Limits
Calle Entradero to the City's Eastern limit
Project Notes
The project is managed by Caltrans as the lead
agency and the funds will pass through from the
City of San Juan Capistrano to the state for the
engineering design. Expected design phase
contract award date: 06/30/2021. Construction is
estimated to cost between $60 and $70 million
dollars. This project has been fully funded in FY
2021-22 Carryover Project for FY 2024-25.
Funding is reflected in prior years.
FISCAL YEAR FUND TYPE ENG ROW CON/IMP O&M TOTAL TOTAL ESCALATED
Totals:$0 $0 $0 $0 $0 $0
Last Revised: 24-00 - In Progress Total Programmed: $0
TIP ID CP-11801 IMPLEMENTING AGENCY San Juan
Capistrano, City of
Local Project Number: N/A Project Title
Additional Project IDs:Senior Mobility Program
Type of Work:Transit Project Description
Type of Work Description:Transit - Operations
and Maintenance
Transportation service for eligible seniors to destinations such as the Community Center, physician
appointments, and grocery shopping within City limits.
Limits
Citywide routes
Project Notes
M2 SMP Carryover Project for FY 2024-25.
Funding is reflected in prior years.
FISCAL
YEAR FUND TYPE ENG ROW CON/IMP O&M TOTAL TOTAL
ESCALATED
2025 Other $0 $0 $0 $53,000 $53,000 $53,000
2025 Senior Mobility Program
(SMP)$0 $0 $0 $14,000 $14,000 $14,000
2026 Other $0 $0 $0 $53,000 $53,000 $53,000
2026 Senior Mobility Program
(SMP)$0 $0 $0 $14,000 $14,000 $14,000
2027 Other $0 $0 $0 $53,000 $53,000 $53,000
2027 Senior Mobility Program
(SMP)$0 $0 $0 $14,000 $14,000 $14,000
2028 Other $0 $0 $0 $53,000 $53,000 $53,000
2028 Senior Mobility Program
(SMP)$0 $0 $0 $14,000 $14,000 $14,000
Totals:$0 $0 $0 $268,000 $268,000 $268,000
Last Revised: 24-00 - In Progress Total Programmed: $268,000
ATTACHMENT 3 - Page 6 of 7
TIP ID CP-11802 IMPLEMENTING AGENCY San Juan
Capistrano, City of
Local Project Number: 18-SJCP-CBT-3915 Project Title
Additional Project IDs:Special Event and Weekend Summer Trolley Service
Type of Work:Transit Project Description
Type of Work Description:Transit - Operations
and Maintenance
M2 Project V- Community-Based Transit/Circulators Program. Operates during the City’s peak period
of demand, for 13 consecutive weekends beginning in early June through the Labor Day holiday. Also
a year-round Special Event trolley/shuttle service.
Limits
Within the City of San Juan Capistrano
Project Notes
Carryover Project for FY 2024-25. Funding is
reflected in prior years.
FISCAL YEAR FUND TYPE ENG ROW CON/IMP O&M TOTAL TOTAL ESCALATED
Totals:$0 $0 $0 $0 $0 $0
Last Revised: 24-00 - In Progress Total Programmed: $0
TIP ID CP-11836 IMPLEMENTING AGENCY San Juan
Capistrano, City of
Local Project Number: CIP 23101 Project Title
Additional Project IDs:Stonehill Drive Widening Project
Type of Work:Road Widening Project Description
Type of Work Description:Road Widening - Add
1 lane to existing roadway in project limits
This project will widen Stonehill Drive in the City of Dana Point to create a third east bound lane
between Del Obispo Street and Camino Capistrano. The City of San Juan Capistrano share of the
cost of the project is $400,000.
Limits
Del Obispo Street to Camino Capistrano
Project Notes
Other - Fund 54 Public Benefit Contribution Fund
Carryover Project for FY 2024-25. Funding is
reflected in prior years.
FISCAL YEAR FUND TYPE ENG ROW CON/IMP O&M TOTAL TOTAL ESCALATED
Totals:$0 $0 $0 $0 $0 $0
Last Revised: 24-00 - In Progress Total Programmed: $0
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RESOLUTION NO. 24-06-18-XX
A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF SAN JUAN
CAPISTRANO, CALIFORNIA, ADOPTING ITS ARTICLE XIIIB
APPROPRIATIONS LIMITATION (GANN LIMITATION) FOR FISCAL
YEAR 2024-25
WHEREAS, the voters of California on November 6, 1979, added Article XIIIB
to the State Constitution placing various limitations on the appropriations of the State and
local governments; and,
WHEREAS, Article XIIIB provides that the appropriations limitation for Fiscal
Year 2024-25 is calculated by adjusting the base year appropriations of Fiscal Year 1978-
79, with changes in California per capita personal income or non-residential assessed
valuation and changes in City or County populations, and the recalculations of the
appropriations limitation from the 1986-87 fiscal year as stipulated by Proposition 111;
and,
WHEREAS, the information regarding the change in non-residential
assessed valuation due to new construction from the County of Orange is not available
until after the establishment of the Fiscal Year 2024-25 appropriations limitation and the
City reserves the right to adjust its Fiscal Year 2024-25 limitation as information regarding
the change in non-residential assessed valuation due to new construction is made
available by the County of Orange; and,
WHEREAS, the information necessary for making these adjustments is
attached as Exhibit A; and,
WHEREAS, the City of San Juan Capistrano has complied with all the
provisions of Article XIIIB and amendments thereto per Proposition 111 in determining
the appropriations limitation for Fiscal Year 2024-25.
NOW, THEREFORE, BE IT RESOLVED, that the City Council of the City of
San Juan Capistrano does hereby:
1. Set the appropriations limitation for Fiscal Year 2024-25 at $108,758,899
as shown in attached Exhibit A.
2. Determine that the amount of the appropriations of the City of San Juan
Capistrano for Fiscal Year 2024-25 that are subject to the limitation are $32,281,976; and,
3. Declare that the appropriations of the City of San Juan Capistrano for
Fiscal Year 2024-25 that are subject to the limitation do not exceed the limitation.
ATTACHMENT 4 - Page 1 of 2
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PASSED, APPROVED, AND ADOPTED this 18th day of June 2024.
SERGIO FARIAS, MAYOR
ATTEST:
CHRISTY JAKL, CITY CLERK
ATTACHMENT 4 - Page 2 of 2
EXHIBIT A
2024-25 APPROPRIATIONS LIMITATION CALCULATION
2024-25 APPROPRIATIONS LIMITATION:
2023-24 Limitation $103,866,774
x Annual adjustment factors:
Population increase (for City) 1.05% 1.0105
Inflation charges (California personal income) 3.62% x 1.0362
Combining adjustment factors 1.0471
2024-25 Limitation $108,758,899
APPROPRIATIONS SUBJECT TO LIMITATION AND APPROPRIATIONS MARGIN:
Budget appropriation 2024-25 $45,097,181
Less exclusions:
Non-proceeds of taxes (13,116,802)
Qualified debt service (1,837,420)
Qualified capital outlay (1,628,140)
Total exclusions (16,582,362)
Add change in fund balances 3,767,157
Total appropriations subject to limitation $32,281,976
Appropriations margin $76,476,923
EXHIBIT A
1
RESOLUTION NO. 24-06-18-XX
A RESOLUTION OF THE CITY COUNCIL OF THE CITY
OF SAN JUAN CAPISTRANO, CALIFORNIA
ESTABLISHING THE PROPERTY TAX RATE FOR
VOTER-APPROVED BONDED INDEBTEDNESS (OPEN
SPACE MEASURE Y) FOR FISCAL YEAR 2024-25
WHEREAS, in the election of November 4, 2008, the voters of the City of San
Juan Capistrano approved bonded indebtedness and authorized the City Council of the
City of San Juan Capistrano to establish the rate of property tax required to generate an
amount of revenue from the tax base to provide sufficient moneys to pay debt service
on the voter-approved bonded indebtedness; and,
WHEREAS, the total net taxable secured assessed valuation of the City of San Juan
Capistrano applicable to the 2024-25 tax year is estimated to be $10,757,585,920; and,
WHEREAS, the total amount of revenue necessary to provide sufficient funds to
pay debt service for the fiscal year ending June 30, 2025, is estimated to be
$1,834,420.
NOW, THEREFORE, BE IT RESOLVED that the City Council of the City of San
Juan Capistrano does hereby:
SECTION 1:
Set the property tax rate within the City for the City of San Juan Capistrano 2017
Taxable General Obligation Refunding Bonds (Open Space Measure Y) for the fiscal
year ending June 30, 2025, at $0.01705 per $100 assessed value.
SECTION 2:
Authorize and direct the City Manager and the City Treasurer to take any and all
actions necessary to ensure that the Auditor-Controller of the County of Orange,
California makes this levy and causes to be collected the amounts requested in Section
1 hereof at the time and in the manner of levying other County taxes. These amounts
shall be reported separately as remittances are made to the City.
SECTION 3:
The City Clerk is hereby directed to furnish the Office of the Auditor-Controller,
County of Orange, Attn: Yani Painter, Property Tax Section, P.O. Box 567, Santa Ana,
CA 92702-0567.
PASSED, APPROVED AND ADOPTED this 18th day of June 2024.
ATTACHMENT 5 - Page 1 of 2
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SERGIO FARIAS, MAYOR
ATTEST:
________________________________________
CHRISTY JAKL, CITY CLERK
ATTACHMENT 5 - Page 2 of 2
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FIVE–YEAR AGREEMENT
BETWEEN THE
CITY OF SAN JUAN CAPISTRANO
AND THE
COUNTY OF ORANGE
THIS AGREEMENT, entered into this First day of May 2020, which
date is enumerated for purposes of reference only, by and between the CITY OF
SAN JUAN CAPISTRANO, hereinafter referred to as “CITY” and the COUNTY OF
ORANGE, a political subdivision of the State of California, hereinafter referred to as
“COUNTY.”
WITNESSETH:
WHEREAS, CITY wishes to contract with COUNTY for law
enforcement services; and
WHEREAS, COUNTY is agreeable to the rendering of such services,
as authorized in Government Code Sections 51301 and 55632, on the terms and
conditions hereinafter set forth.
NOW, THEREFORE, IT IS MUTUALLY AGREED AS FOLLOWS:
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A. TERM:
The term of this Agreement shall be for five (5) years, commencing
July 1, 2020 and terminating June 30, 2025, unless earlier terminated by either
party in the manner set forth herein.
B. OPTIONAL TERMINATION:
COUNTY or CITY may terminate this Agreement, without cause, upon one -
hundred and eighty (180) days written notice to the other party.
C. REGULAR SERVICES BY COUNTY:
1. COUNTY, through its Sheriff-Coroner and deputies, officers and
employees, hereinafter referred to as “SHERIFF,” shall render to CITY law
enforcement services as hereinafter provided. Suc h services shall include
the enforcement of lawful State statutes and lawful municipal ordinances of
CITY other than licensing ordinances.
2. The night, day and evening patrol and supervisory shifts will be established
by SHERIFF. Personnel of each shift may work varying and different times
and may be deployed to other shifts when, in the opinion of SHERIFF and
CITY Manager, the need arises. Any long-term shift deployment change
will be reported to the City Council.
3. Each fiscal year, COUNTY shall submit to CITY, in writing, a recommended
level of service for the following fiscal year. CITY shall remit to COUNTY, in
writing, its response to the recommended level of service. If the parties are
unable to agree by June 30 of any fiscal year on the level of serv ice to be
provided by COUNTY to CITY or on the amount to be paid by CITY for
services to be provided by COUNTY for the following fiscal year, this
Agreement will terminate as of September 30 of the following fiscal year. If
the parties do not agree by Jun e 30 on the level of service and cost of
service for the following fiscal year, between July 1 and September 30 of
the following fiscal year, COUNTY will provide the level of service provided
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C. REGULAR SERVICES BY COUNTY: (Continued)
in the preceding fiscal year, and CITY shall be obligated to pay the costs of
such services. The full cost of such services may exceed the cost of similar
services provided in the prior fiscal year.
4. The level of service, other than for licensing, to be provided by the
COUNTY for the period July 1, 2020 through June 30, 2021, is set forth in
Attachment A and incorporated herein by this reference.
5. For any service listed in Attachment A of this Agreement that is provided to
CITY at less than 100% of a full-time SHERIFF position, COUNTY retains
the option to terminate such service in the event the other city or cities
which contract(s) for the balance of the time of the employee providing the
service no longer pay(s) for such service and CITY does not request the
Agreement be amended to pay 100% of the cost of the employee providing
such service. The Maximum Obligation of CITY set forth in Subsection G -2
will be adjusted accordingly.
6. All services contracted for in this Agreement may not be operational on the
precise date specified in this Agreement. In those instances, SHERIFF
shall notify CITY Manager of the date or dates such service or services are
to be implemented. SHERIFF shall reduce the monthly charges to CITY,
based on the actual date of implementation of the service or s ervices.
Charges shall be reduced on the next monthly billing tendered in
accordance with Subsection G-5 of this Agreement.
7. During emergencies, such as a mutual aid situation, SHERIFF will attempt
to leave in CITY the Lieutenant in charge of CITY Police S ervices. If
SHERIFF determines that the Lieutenant is needed elsewhere, SHERIFF
will notify CITY’s Manager within four (4) hours. SHERIFF will return the
Lieutenant to CITY as soon as possible once the emergency situation is
under control.
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C. REGULAR SERVICES BY COUNTY: (Continued)
8. With respect to the licensing ordinances of CITY listed in Attachment B
hereto, which is incorporated herein by this reference, SHERIFF shall
receive applications for CITY licenses pursuant to said ordinances and
complete investigations relating to such applications. Said investigations
shall be forwarded to CITY Manager. COUNTY shall not provide any
advisory, administrative, hearing or litigation attorney support or services
related to licensing. COUNTY shall not provide any administrative or
investigatory services related to the licensing ordinances listed in
Attachment B, hereto, except the investigations relating to initial
applications for which this subsection provides.
9. COUNTY or CITY, upon thirty (30) days notice and mutual written
agreement, shall increase or decrease the service levels provided herein,
and the obligation of CITY to pay for services shall be concomitantly
adjusted.
10. With the limitations set forth below, SHERIFF, on behalf of COUNTY, and
CITY Manager, on behalf of CITY, are authorized to execute written
amendments to this Agreement to increase or decrease the level of service
set forth in Attachment A, when SHERIFF and CITY Manager mutually agree
that such increase or decrease in the level of service is ap propriate. Any
such amendment to the Agreement shall concomitantly increase or decrease
the cost of services payable by CITY set forth in Attachment C and
incorporated herein by this reference, and the Maximum Obligation of CITY
set forth in Subsection G-2, in accordance with the current year’s COUNTY
law enforcement cost study. SHERIFF and CITY Manager shall file copies
of any such amendments to this Agreement with the Clerk of COUNTY’s
Board of Supervisors and CITY’s Clerk. Amendments to this Agreement
executed by SHERIFF and CITY Manager may not, in the aggregate,
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C. REGULAR SERVICES BY COUNTY: (Continued)
increase or decrease the cost of services payable by CITY by more than one
percent (1%) of the total cost originally set forth in Attachment C and the
Maximum Obligation originally set forth in Subsection G-2 for FY 2020-21.
Prior approval by COUNTY’s Board of Supervisors and CITY’s Council is
required before execution of any amendment that brings the aggregate total
of changes in costs payable by CITY to more than one percent (1%) of the
total cost originally set forth in Attachment C and the Maximum Obligation
originally set forth in Subsection G-2 of this Agreement for FY 2020-21.
D. ENHANCED AND SUPPLEMENTAL SERVICES BY COUNTY:
1. Enhanced services for events on CITY property. At the request of CITY,
through its City Manager, SHERIFF may provide enhanced law enforcement
services for functions, such as community events, conducted on property
that is owned, leased or operated by CITY. SHERIFF shall determi ne
personnel and equipment needed for such enhanced services. To the
extent the services provided at such events are at a level greater than that
specified in Attachment C of this Agreement, CITY shall reimburse COUNTY
for such additional services, at an amount computed by SHERIFF, based on
the current year's COUNTY law enforcement cost study. The cost of these
enhanced services shall be in addition to the Maximum Obligation of CITY
set forth in Subsection G-2 of this Agreement. SHERIFF shall bill CITY
immediately after each such event.
2. Supplemental services for occasional events operated by private individuals
and entities on non-CITY property. At the request of CITY, through its City
Manager, and within the limitations set forth in this subsection D -2,
SHERIFF may provide supplemental law enforcement services to preserve
the peace at special events or occurrences that occur on an occasional
basis and are operated by private individuals or private
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D. ENHANCED AND SUPPLEMENTAL SERVICES BY COUNTY: (Continued)
entities on non-CITY property.
SHERIFF shall determine personnel and equipment needed for such
supplemental services, and will provide such supplemental services only if
SHERIFF is able to do so without reducing the normal and regular ongoing
services that SHERIFF otherwise would provide to CITY pursuant to this
Agreement. Such supplemental services shall be provided only by regularly
appointed full-time peace officers, at rates of pay governed by a
Memorandum of Understanding between COUNTY and the bargaining
unit(s) representing the peace officers providing the services. Such
supplemental services shall include only law enforcement duties and shall
not include services authorized to be provided by a private patrol operator,
as defined in Section 7582.1 of the Business and Professions Code. Law
enforcement support functions, including, but not limited to, clerical
functions and forensic science services, may be performed by non -peace
officer personnel if the services do not involve patrol or keeping the peace
and are incidental to the provision of law enforcement services. CITY shall
reimburse COUNTY its full, actual costs of providing such supplemental
services at an amount computed by SHERIFF, based on the current year's
COUNTY law enforcement cost study. The cost of these supplemental
services shall be in addition to the Maximum Obligation of CITY set forth in
Subsection G-2 of this Agreement. SHERIFF shall bill CITY immediately
after each such event.
3. Supplemental services for events operated by p ublic entities on non-CITY
property. At the request of CITY, through its City Manager, and within the
limitations set forth in this subsection D-3, SHERIFF may provide
supplemental law enforcement services to preserve the peace at special
events or occurrences that occur on an occasional basis and are operated
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D. ENHANCED AND SUPPLEMENTAL SERVICES BY COUNTY: (Continued)
by public entities on non-CITY property. SHERIFF shall determine
personnel and equipment needed for such supplemental services, and will
provide such supplemental services only if SHERIFF is able to do so
without reducing services that SHERIFF otherwise would provide to CITY
pursuant to this Agreement. CITY shall reimburse COUNTY its full, actual
costs of providing such supplemental service s at an amount computed by
SHERIFF, based on the current year's COUNTY law enforcement cost
study. The cost of these supplemental services shall be in addition to the
Maximum Obligation of CITY set forth in Subsection G-2 of this Agreement.
SHERIFF shall bill CITY immediately after each such event.
4. Notwithstanding the foregoing, CITY, through its permit process, may utilize
the services of SHERIFF at events, for which CITY issues permits, that are
operated by private individuals or entities or public entit ies. SHERIFF shall
determine personnel and equipment needed for said events. If said events
are in addition to the level of services listed in Attachment C of this
Agreement, CITY shall reimburse COUNTY for such additional services at
an amount computed by SHERIFF, based upon the current year’s COUNTY
law enforcement cost study. The cost of these services shall be in addition
to the Maximum Obligation of CITY set forth in Subsection G -2 of this
Agreement. SHERIFF shall bill CITY immediately after said services are
rendered.
5. In accordance with Government Code 51350, COUNTY has adopted Board
Resolution 89-1160 which identifies Countywide services, including but not
limited to helicopter response. SHERIFF through this contract provides
enhanced helicopter response services. The cost of enhanced helicopter
response services is included in the cost of services set forth in Attachment
A and in the Maximum Obligation of CITY set forth in Subsection G-2.
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D. ENHANCED AND SUPPLEMENTAL SERVICES BY COUNTY: (Continued)
COUNTY shall not charge any additional amounts for enhanced helicopter
services after the cost of services set forth in Attachment A and in the
Maximum Obligation set forth in Subsection G -2 has been established in
any fiscal year without written notification to the CITY.
E. PATROL VIDEO SYSTEMS:
1. As part of the law enforcement services provided to CITY, COUNTY has
provided, or will provide patrol video systems (hereinafter called “PVS”) that
will be mounted in the patrol vehicles designated by COUNTY f or use within
CITY service area.
2. SHERIFF has the exclusive right to use said PVS for law enforcement
services related to this Agreement.
3. CITY shall pay COUNTY the full costs to COUNTY of a) the acquisition and
installation of Patrol Video Systems that are or will be mounted in patrol
vehicles assigned to CITY, and b) recurring costs, as deemed necessary by
COUNTY, including the costs of maintenance and contributions to a fund for
replacement and upgrade of such PVS when they become functionally or
technologically obsolete.
The costs to be paid by CITY for recurring costs, including maintenance and
replacement/upgrade of PVS, are included in the costs set forth in
Attachment C and the Maximum Obligation of CITY set forth in Subsection
G-2 of this Agreement unless CITY has already paid such costs. CITY shall
not be charged additional amounts for maintenance or replacement/upgrade
of said PVS during the period July 1, 20 20 through June 30, 2021.
4. If, following the initial acquisition of PVS referenced above, CITY requires
PVS for additional patrol cars designated for use in the CITY service area,
COUNTY will purchase said additional PVS. Upon demand by COUNTY,
CITY will pay to COUNTY a) the full costs of acquisition and installation of
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E. PATROL VIDEO SYSTEMS: (Continued)
said additional PVS, and b) the full recurring costs for said PVS, as deemed
necessary by COUNTY, including the costs of maintenance, and
contributions to a fund for replacement and upgrade of such PVS when they
become functionally or technologically obsolete. Said costs related to
additional PVS are not included in, and are in addition to, the costs set forth
in Attachment A and the Maximum Obligation of CITY set forth in Subsection
G-2 of this Agreement.
5. County will replace and/or upgrade PVS as needed. The costs of
replacing/upgrade PVS shall be paid by COUNTY from the
replacement/upgrade funds to be paid by CITY in accordance with the
foregoing. CITY shall not be charged any additional charge to replace or
upgrade PVS after the cost of PVS set forth in Attachment C and in
Maximum Obligation set forth in G-2 has been established in any fiscal year
without written notification to the CITY.
F. LICENSING SERVICES BY CITY:
Upon receipt from SHERIFF of investigations of applications for licenses
referred to in Subsection C-8 of this Agreement, CITY Manager shall determine
whether to grant or deny the licenses and will issue the licenses or notify the
applicants of denial. CITY shall provide all attorney services related to the
granting, denial, revocation and administration of said licenses and the
enforcement of CITY ordinances pertaining to said licenses.
G. PAYMENT:
1. Pursuant to Government Code Section 51350, CITY agrees to pay to
COUNTY the full costs of performing the services mutually agreed upon in
this Agreement. The cost of services includes salaries, wages, benefits,
mileage, services, supplies, equipment, and divisional, departmental and
COUNTY General overhead.
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G. PAYMENT: (Continued)
2. Unless the level of service as set forth in Attachment C, is increased or
decreased by mutual agreement of the parties, or CITY is required to pay
for increases as set forth in Subsection G-3, the Maximum Obligation of
CITY for services set forth in Attachment C of this Agreement, other than
Licensing Services, to be provided by the COUNTY for the period July 1,
2020 through June 30, 2021 shall be $10,816,378, as set forth in
Attachment A. The overtime costs included in the Agreement are only an
estimate. COUNTY shall notify CITY of actual overtime worked during
each fiscal year. If actual overtime worked is above or below budgeted
amounts, billings will be adjusted accordingly at the end of the fiscal year.
Actual overtime costs may exceed CITY’s Maximum Obligation.
3a. At the time this Agreement is executed, there may be unresolved issues
pertaining to potential changes in salaries and benefits for COUNTY
employees. The costs of such potential changes are not included in the FY
2020-21 cost set forth in Attachment C nor in the FY 2020-21 Maximum
Obligation of CITY set forth in Subsection G-2 of this Agreement. If the
changes result in the COUNTY incurring or becoming obligated to pay for
increased cost for or on account of personnel whose costs are included in
the calculations of costs charged to CITY hereunder, CITY shall pay
COUNTY, in addition to the Maximum Obligation set forth in Subsection G -2
of this Agreement, the full costs of said increases to the extent such
increases to the extent such increases are attributable to work performed by
such personnel during the period July 1, 2020 through June 30, 2021, and
CITY’s Maximum Obligation hereunder shall be deemed to have increased
accordingly. CITY shall pay COUNTY in full for such increases on a pro -
rata basis over the portion of the period between July 1, 2020 and June 30,
2021 remaining after COUNTY notifies CITY that increases are payable.
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G. PAYMENT: (Continued)
If the changes result in the COUNTY incurring or becoming obligated to pay
for decreased costs for or on account of personnel whose costs are
included in the calculations of costs charged to CITY hereunder, COUNTY
shall reduce the amount owed by the CITY to the extent such decreases
are attributable to work performed by such personnel during the period
July 1, 2020 through June 30, 2021, and CITY’s Maximum Obligation
hereunder shall be deemed to have decreased accordingly. COUNTY shall
reduce required payment by CITY in full for such decreases on a pro -rata
basis over the portion of the period between July 1, 20 20 and June 30,
2021 remaining after COUNTY notifies CITY that the Maximum Obligation
has decreased.
3b. If CITY is required to pay for increases as set forth in Subsection G-3a
above, COUNTY, at the request of CITY, will thereafter reduce the level of
service to be provided to CITY as set forth in Attachment C of this
Agreement to a level that will make the Maximum Obligation of CITY
hereunder for the period July 1, 2020 through June 30, 2021 an amount
specified by CITY that is equivalent to or higher than the Maxi mum
Obligation set forth in Subsection G-2 for said period at the time this
Agreement originally was executed. The purpose of such adjustment of
service levels will be to give CITY the option of keeping its Maximum
Obligation hereunder at the pre-increase level or at any other higher or
lower level specified by CITY. In the event of such reduction in level of
service and adjustment of costs, the parties shall execute an amendment to
this Agreement so providing. Decisions about how to reduce the level of
service provided to CITY shall be made by SHERIFF with the approval of
CITY.
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G. PAYMENT: (Continued)
4. The Maximum Obligation of CITY for services provided for the 12 -month
periods commencing July 1, 2021, 2022, 2023 and 2024, will be determined
annually by COUNTY and approved by CITY.
5. COUNTY shall invoice CITY monthly, one-twelfth (1/12) of the Maximum
Obligation of CITY. If a determination is made that increases described in
Subsection G-2 must be paid, COUNTY thereafter shall include the pro -rata
charges for such increases in its monthly invoices to CITY for the balance
of the period between July 1, 20 20 and June 30, 2021.
6. CITY shall pay COUNTY in accordance with COUNTY Board of
Supervisors’ approved County Billing Policy, which is attached hereto as
Attachment D, and incorporated herein by this reference.
7. COUNTY shall charge CITY late payment penalties in accordance with
County Billing Policy.
8. As payment for the Licensing Services described in Subsection C -8 of this
Agreement, COUNTY shall retain all fees paid by applicants for licenses,
pursuant to CITY ordinances listed in Attachment B hereto. Retention of
said fees by COUNTY shall constitute payment in full to COUNTY for costs
incurred by COUNTY in performing the functions related to licensing
described in Subsection C-8; provided, however, that if any of said fees are
waived or reduced by CITY, CITY shall pay to COUNTY the difference
between the amount of fees retained by COUNTY and the fees that were
set forth in the ordinances listed in Attachment B as of July 1, 2020. Should
CITY increase the fee schedule for the licensing ordinances set forth in
Attachment B, either party shall have the right to seek amendment of this
Agreement with respect to the division of the increased fees between CITY
and COUNTY.
//
ATTACHMENT 6 - Page 13 of 34
Page 14 of 23
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G. PAYMENT: (Continued)
9. Fees generated or collected by SHERIFF contract personnel for copying of
documents related to the services provided in this Agreement will be at
COUNTY-established rates and will be credited to CITY on an annual basis.
10. Narcotic asset forfeitures will be handled pursuant to Attachment E hereto,
which is incorporated herein by this reference.
H. NOTICES:
1. Except for the notices provided for in Subsection 2 of this Section, all
notices authorized or required by this Agreemen t shall be effective when
written and deposited in the United States mail, first class postage prepaid
and addressed as follows:
CITY: ATTN: CITY MANAGER
32400 PASEO ADELANTO
SAN JUAN CAPISTRANO, CA 92675
COUNTY: ATTN: CONTRACT MANAGER
SHERIFF-CORONER DEPARTMENT
320 NORTH FLOWER STREET, SUITE 108
SANTA ANA, CA 92703
2. Termination notices shall be effective when written and deposited in the
United States mail, certified, return receipt requested and addressed as
above.
I. STATUS OF COUNTY:
COUNTY is, and shall at all times be deemed to be, an independent contractor.
Nothing herein contained shall be construed as creating the relationship of
employer and employee, or principal and agent, between CITY and COUNTY
or any of COUNTY’s agents or employees. COUNTY and its SHERIFF shall
retain all authority for rendition of services, standards of performance, control
of personnel, and other matters incident to the performance of services by
ATTACHMENT 6 - Page 14 of 34
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I. STATUS OF COUNTY: (Continued)
COUNTY pursuant to this Agreement. COUNTY, its agents and employees,
shall not be entitled to any rights or privileges of CITY employees and shall not
be considered in any manner to be CITY employees.
J. STATE AUDIT:
Pursuant to Government Code Section 8546.7, CITY and COUNTY shall be
subject to examination and audit by the State Auditor for a period of three (3)
years after final payment by CITY to COUNTY under this Agreement. CITY
and COUNTY shall retain all records relating to the performance of this
Agreement for said three-year period, except that records pertaining to any
audit then in progress, or any claim or litigation shall be retained beyond said
three-year period until final resolution of said audit, claim or litigation.
K. ALTERATION OF TERMS:
This Agreement fully expresses all understanding of CITY and COUNTY with
respect to the subject matter of this Agreement, and shall constitute the total
Agreement between the parties for these purposes. No addition to, or
alteration of, the terms of this Agreement shall be valid unless made in writing,
formally approved and executed by duly authorized agents of both parties.
L. INDEMNIFICATION:
1. COUNTY, its officers, agents, employees, subcontractors and independent
contractors shall not be deemed to have assumed any liability f or the
negligence or any other act or omission of CITY or any of its officers, agents,
employees, subcontractors or independent contractors, or for any dangerous
or defective condition of any public street or work or property of CITY, or for
any illegality or unconstitutionality of CITY’s municipal ordinances. CITY
shall indemnify and hold harmless COUNTY and its elected and appointed
officials, officers, agents, employees, subcontractors and independent
contractors from any claim, demand or liability what soever based or asserted
ATTACHMENT 6 - Page 15 of 34
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L. INDEMNIFICATION: (Continued)
upon the condition of any public street or work property of CITY, or upon the
illegality or unconstitutionality of any municipal ordinance of CITY that
SHERIFF has enforced, or upon any act or omiss ion of CITY, or its elected
and appointed officials, officers, agents, employees, subcontractors or
independent contractors related to this Agreement, including, but not limited
to, any act or omission related to the maintenance or condition of any vehicle
or motorcycle that is owned or possessed by CITY and used by COUNTY
personnel in the performance of this Agreement, for property damage, bodily
injury or death or any other element of damage of any kind or nature, and
CITY shall defend, at its expense including attorney fees, and with counsel
approved in writing by COUNTY, COUNTY and its elected and appointed
officials, officers, agents, employees, subcontractors and independent
contractors in any legal action or claim of any kind based or asserted upon
such condition of public street or work or property, or illegality or
unconstitutionality of a municipal ordinance, or alleged acts or omissions. If
judgment is entered against CITY and COUNTY by a court of competent
jurisdiction because of the concurrent a ctive negligence of either party, CITY
and COUNTY agree that liability will be apportioned as determined by the
court. Neither party shall request a jury apportionment.
2. COUNTY shall indemnify and hold harmless CITY and its elected and
appointed officials, officers, agents, employees, subcontractors and
independent contractors from any claim, demand or liability whatsoever
based or asserted upon any act or omission of COUNTY or its elected and
appointed officials, officers, agents, employees, subcontractors or
independent contractors related to this Agreement, for property damage,
bodily injury or death or any other element of damage of any kind or nature,
and COUNTY shall defend, at its expense, including attorney fees, and with
ATTACHMENT 6 - Page 16 of 34
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L. INDEMNIFICATION: (Continued)
counsel approved in writing by CITY, CITY and its elected and appointed
officials, officers, agents, employees, subcontractors and independent
contractors in any legal action or claim of any kind based or asserted upon
such alleged acts or omissions.
M. TRAFFIC VIOLATOR APPREHENSION PROGRAM:
1. COUNTY has established a Traffic Violator Apprehension Program [“the
Program”], which is operated by SHERIFF, and is designed to reduce
vehicle accidents caused by unlicensed drivers and drivers whose licenses
are suspended and to educate the public about the requirements of the
Vehicle Code and related safety issues with regard to driver licensing,
vehicle registration, vehicle operation, and vehicle parking. The Program
operates throughout the unincorporated area s of the COUNTY and in the
cities that contract with COUNTY for SHERIFF’s law enforcement services,
without regard to jurisdictional boundaries, because an area -wide approach
to reduction of traffic accidents and driver education is most effective in
preventing traffic accidents. In order for CITY to participate in the Program,
CITY has adopted a fee pursuant to Vehicle Code section 22850.5, in the
amount and under the terms and conditions set forth in the TVAP resolution
that is attached to this Agreement as Attachment F and incorporated into
this Agreement by reference, and has directed that the revenue from such
fee be used for the Program. CITY’s participation in the Program may be
terminated at any time by rescission or amendment of the TVAP resolutio n
that is attached to this Agreement as Attachment F. In the event CITY 1)
amends said TVAP resolution, or rescinds said TVAP resolution and adopts
a new TVAP resolution pertaining to the above -referenced fee and the
Program, and 2) remains a participant in the Program thereafter, CITY’s
Manager, on behalf of CITY, and SHERIFF, on behalf of COUNTY, have
ATTACHMENT 6 - Page 17 of 34
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M. TRAFFIC VIOLATOR APPREHENSION PROGRAM: (Continued)
authority to execute an amendment to this Agreement to substitute CITY’s
amended or new TVAP resolution for Attachment F to the Agreement, as
long as said amendment to this Agreement does not materially change any
other provision of this Agreement.
2. COUNTY will make available for review, at the request of CITY, all financial
data related to the Program as may be requested by CITY.
3. Fee revenue generated by COUNTY and participating cities will be used to
fund the following positions, which will be assigned to the Program:
Ten one hundredths of one (0.10) Sergeant
(8 hours per two-week pay period)
One (1) Staff Specialist
(80 hours per two-week pay period)
One (1) Office Specialist
(80 hours per two-week pay period)
4. Fee revenue generated by CITY may be used to reimburse CITY for
expenditures for equipment and/or supplies directly in support of the
Program. In order for an expenditure for equipment and/or supplies to be
eligible for reimbursement, CITY shall submit a request for and obtain pre -
approval of the expenditure by using the form as shown in Attachment G.
The request shall be submitted within the budget schedule established by
SHERIFF. SHERIFF shall approve the expenditure only if both of the
following conditions are satisfied: 1) there are sufficient Program funds,
attributable to revenue generated by CITY’s fee, to pay for the requested
purchase, and 2) CITY will use the equipment and/or supplies, during their
entire useful life, only for purposes authorized by its TVAP resolution in
effect at the time of purchase.
//
ATTACHMENT 6 - Page 18 of 34
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M. TRAFFIC VIOLATOR APPREHENSION PROGRAM: (Continued)
In the event that CITY terminates its participation in the Program, CITY
agrees that the equipment purchased by CITY and reimbursed by Program
funds will continue to be used, during the remainder of its useful life,
exclusively for the purposes authorized by CITY’s TVAP resolution in effect
at the time of purchase.
In the event the fees adopted by COUNTY, CITY and other participating
jurisdictions are not adequate to continue operation of the Program at the
level at which it operated previously, COUNTY, at the option of CITY, will
reduce the level of Program service to be provided to CITY or will continue
to provide the existing level of Program services. COUNTY will charge CITY
the cost of any Program operations that exceed the revenue generated by
fees. Such charges shall be in addition to the Maximum Obligation of CITY
set forth in Subsection G-2 of this Agreement. The amount of any revenue
shortfall charged to CITY will be determined, at the time the revenue
shortfall is experienced, according to CITY’s share of Program service s
rendered. In the event of a reduction in level of Program service,
termination of Program service or adjustment of costs, the parties shall
execute an amendment to the Agreement so providing. Decisions about
how to reduce the level of Program service p rovided to CITY shall be made
by SHERIFF with the approval of CITY.
N. MOBILE DATA COMPUTERS:
1. As part of the law enforcement services to be provided to CITY, COUNTY
has provided, or will provide, mobile data computers (hereinafter called
“MDCs”) that are or will be mounted in patrol vehicles and motorcycles,
designated by COUNTY for use within CITY limits.
2. SHERIFF has the exclusive right to use said MDCs for law enforcement
services related to this Agreement.
ATTACHMENT 6 - Page 19 of 34
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N. MOBILE DATA COMPUTERS: (Continued)
3. CITY shall pay COUNTY the full costs to COUNTY of a) the acquisition and
installation of MDCs that are or will be mounted in patrol vehicles and
motorcycles assigned to CITY, and b) recurring costs, as deemed
necessary by COUNTY, including the costs of maintenance and
contributions to a fund for replacement and upgrade of such MDCs when
they become functionally or technologically obsolete.
The costs to be paid by CITY for recurring costs, including maintenance
and replacement/upgrade of MDCs, are included in the cos ts set forth in
Attachment A and the Maximum Obligation of CITY set forth in Subsection
G-2 of this Agreement unless CITY has already paid such costs. CITY shall
not be charged additional amounts for maintenance or
replacement/upgrade of said MDCs during the period July 1, 2020 through
June 30, 2021.
4. If, following the initial acquisition of MDCs referenced above, CITY requires
MDCs for additional patrol cars or motorcycles designated for use in the
CITY, or for CITY’s Emergency Operations Center, COUNTY will purchase
said additional MDCs. Upon demand by COUNTY, CITY will pay to
COUNTY a) the full costs of acquisition and installation of said additional
MDC’s, and b) the full recurring costs for said MDCs, as deemed necessary
by COUNTY, including the costs of maintenance, and contributions to a
fund for replacement and upgrade of such MDCs when they become
functionally or technologically obsolete. Said costs related to additional
MDCs are not included in, and are in addition to, the costs set forth in
Attachment A and the Maximum Obligation of CITY set forth in Subsection
G-2 of this Agreement.
//
//
ATTACHMENT 6 - Page 20 of 34
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N. MOBILE DATA COMPUTERS: (Continued)
5. COUNTY will replace and/or upgrade MDCs as needed. The costs of
replacing/upgrading MDCs shall be paid by COUNTY from the
replacement/upgrade funds to be paid by CITY in accordance with the
foregoing. CITY shall not be charged any additional charge to replace or
upgrade MDCs.
O. E-CITATION UNITS:
1. As part of the law enforcement services to be provided to CITY, COUNTY
has provided, or will provide, E-Citation units designated by COUNTY for
use within CITY limits.
2. SHERIFF has the exclusive right to use said E-Citation units for law
enforcement services related to this Agreement.
3. CITY shall pay COUNTY the full costs to COUNTY of a) the acquisition of
E-Citation units that are assigned to CITY, and b) recurring costs, as
deemed necessary by COUNTY, including the costs of maintenance and
contributions to a fund for replacement and upgrade of such E -Citation units
when they become functionally or technologically obsolete.
The costs to be paid by CITY for recurring costs, including maintenance
and replacement/upgrade of E-Citation units, are included in the costs set
forth in Attachment A and the Maximum Obligation of CITY set forth in
Subsection G-2 of this Agreement unless CITY has already paid such
costs. CITY shall not be charged additional amounts for maintenance or
replacement/upgrade of said E-Citation units during the period July 1, 2020
through June 30, 2021.
4. If, following the initial acquisition of E-Citation units referenced above, CITY
requires additional E-Citation units designated for use in CITY, COUNTY
will purchase said additional E-Citation units. Upon demand by COUNTY,
CITY will pay to COUNTY a) the full costs of acquisition of said additional
ATTACHMENT 6 - Page 21 of 34
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O. E-CITATION UNITS: (Continued)
E-Citation units, and b) the full recurring costs for said E -Citation units, as
deemed necessary by COUNTY, including the costs of maintenance, and
contributions to a fund for replacement and upgrade of such E-Citation units
when they become functionally or technologically obsolete. Said costs
related to additional E-Citation units are not included in, and are in addition
to, the costs set forth in Attachment A and the Maximum Obligation of CITY
set forth in Subsection G-2 of this Agreement.
5. COUNTY will replace and/or upgrade E-Citation units as needed. The costs
of replacing/upgrading E-Citation units shall be paid by COUNTY from the
replacement/upgrade funds to be paid by CITY in accordan ce with the
foregoing. CITY shall not be charged any additional charge to replace or
upgrade E-Citation units.
//
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ATTACHMENT 6 - Page 22 of 34
ATTACHMENT 6 - Page 23 of 34
ATTACHMENT A
LEVEL OF SERVICE PROVIDED BY SHERIFF:
Title Detail Quantity Frequency
MANAGEMENT:
Lieutenant 1.00
SUPERVISION:
Sergeant Patrol 4.00 each, 80 hrs./ per two wk. pay period
Sergeant Administrative 1.00 80 hrs./ per two wk. pay period
INVESTIGATION SERVICES:
Investigator 2.00 each, 80 hrs./ per two wk. pay period
PATROL AND TRAFFIC SERVICES*:
Deputy Sheriff II -Patrol Patrol 15.00 each, 80 hrs./ per two wk. pay period
Deputy Sheriff II -Motor Motorcycle 2.00 each, 80 hrs./ per two wk. pay period
ADDITIONAL SERVICES*:
Crime Prevention Specialist Crime Prevention 1.00 80 hrs./ per two wk. pay period
Community Services Officer Parking Control 2.00 each, 80 hrs./ per two wk. pay period
Deputy Sheriff II Community Support 1.00 80 hrs./ per two wk. pay period
Deputy Sheriff II DET 1.00 80 hrs./ per two wk. pay period
Cadet Extra Help 1,039 hours
TOTAL 30.00
* Deployment to be determined by SHERIFF in cooperation with CITY Manager
REGIONAL / SHARED STAFF:
Title Regional Team Quantity % Allocation
TRAFFIC:
Sergeant Traffic 0.60 6.94%
Deputy Sheriff II Traffic 4.00 6.94%
Investigative Assistant Traffic 2.00 6.94%
Office Specialist Traffic 1.00 6.94%
AUTO THEFT:
Sergeant Auto Theft 0.30 5.46%
Investigator Auto Theft 2.00 5.46%
Investigative Assistant Auto Theft 1.00 5.46%
Office Specialist Auto Theft 1.00 5.46%
DET:
Sergeant DET 1.00 5.87%
Investigator DET 1.00 5.87%
SUBPOENA:
Office Specialist Subpoena 1.00 6.75%
COURTS:
Investigative Assistant Courts 2.00 16.07%
Office Specialist Courts 0.80 16.07%
MOTORCYCLE (shared Supervision):
Sergeant Motorcyle Supervision 1.00 7.14%
TOTAL 18.70
"REGULAR SERVICES BY COUNTY"
(Subsection C-4)
CITY OF SAN JUAN CAPISTRANO
ORANGE COUNTY SHERIFF-CORONER
FY 2020-21 LAW ENFORCEMENT CONTRACT
Page 1 of 1
ATTACHMENT 6 - Page 24 of 34
05/11/20
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ATTACHMENT B
CITY OF SAN JUAN CAPISTRANO
ORDINANCE NO. 785 (5-24.01 MC)
ORDINANCE NO. 417 (5-18.02 MC)
ORDINANCE NO.869 ( 9-3.503 MC)
LICENSING
DANCE INSTRUCTOR (NUDE)
DANCE STUDIO (NUDE)
ESCORT
ESCORT BUREAU
FIGURE MODEL (NUDE)
FIGURE MODEL STUDIO (NUDE)
GUN DEALER
INTERLOCUTRIX (NUDE)
INTRODUCTORY SERVICE
JUNK COLLECTOR
JUNK DEALER
MASSAGE PARLOR (Includes FBI Fees)
MASSAGIST (Includes FBI Fees)
PEDDLER
POOL ROOM
PUBLIC DANCE
RAP SESSION (NUDE)
SECONDHAND DEALER (Pawnbroker)
TAXICAB STAND
ATTACHMENT 6 - Page 25 of 34
ATTACHMENT C
COST OF SERVICES PROVIDED BY SHERIFF (Subsection G-2):
Title Detail Quantity
Cost of Service
(each)
Cost of Service
Total
MANAGEMENT:
Lieutenant 1.00 411,853$ 411,853$
SUPERVISION:
Sergeant Patrol 4.00 344,949$ 1,379,796$
Sergeant Administrative 1.00 344,949$ 344,949$
INVESTIGATION SERVICES:
Investigator 2.00 338,270$ 676,540$
PATROL AND TRAFFIC SERVICES:
Deputy Sheriff II -Patrol Patrol 15.00 284,298$ 4,264,470$
Deputy Sheriff II -Motor Motorcycle 2.00 289,384$ 578,768$
ADDITIONAL SERVICES:
Crime Prevention Specialist 1.00 109,792$ 109,792$
Community Services Officer Parking Control 2.00 132,511$ 265,022$
Deputy Sheriff II Community Support 1.00 284,298$ 284,298$
Deputy Sheriff II DET 1.00 284,298$ 284,298$
Cadet Extra Help 30,786$
TOTAL POSITIONS 30.00 8,630,572$
REGIONAL / SHARED STAFF:
Title Regional Team Quantity % Allocation Cost $
TRAFFIC:
Sergeant Traffic 0.60 6.94%18,128$
Deputy Sheriff II Traffic 4.00 6.94%94,478$
Investigative Assistant Traffic 2.00 6.94%19,337$
Office Specialist Traffic 1.00 6.94%7,672$
AUTO THEFT:
Sergeant Auto Theft 0.30 5.46%7,121$
Investigator Auto Theft 2.00 5.46%36,941$
Investigative Assistant Auto Theft 1.00 5.46%7,597$
Office Specialist Auto Theft 1.00 5.46%5,946$
DET:
Sergeant DET 1.00 5.87%23,278$
Investigator DET 1.00 5.87%24,065$
SUBPOENA:
Office Specialist Subpoena 1.00 6.75%6,720$
COURTS:
Investigative Assistant Courts 2.00 16.07%44,009$
Office Specialist Courts 0.80 16.07%12,996$
MOTORCYCLE (shared Supervision):
Sergeant Motorcyle Supervision 1.00 7.14%24,970$
TOTAL REGIONAL/SHARED 18.70 333,258$
OTHER CHARGES AND CREDITS (Subsection G-2):
OTHER CHARGES:
CREDITS:
TOTAL OTHER CHARGES AND CREDITS 1,852,548$
TOTAL COST OF SERVICES (Subsection G-2)10,816,378$
ORANGE COUNTY SHERIFF-CORONER
FY 2020-21 LAW ENFORCEMENT CONTRACT
CITY OF SAN JUAN CAPISTRANO
"PAYMENT"
(Subsection G-2)
Credits include: AB109 (2011 Public Safety Realingment); estimated vacancy credits; false alarm fees reimbursement for training and
miscellaneous programs; and retirement rate discount for FY 2020-21.
Other Charges include: Annual leave paydowns and apportionment of cost of leave balances paid at end of employment; premium pay
for bilingual staff, on-call pay and education incentive pay; contract administration; data line charges; E-Citation recurring costs for three
(3) units; Enhanced helicopter response services; facility lease; holiday pay; Integrated Law & Justice of Orange County fees; Mobile
Data Computer (MDC) recurring cost for eighteen (18) units; overtime; patrol training cost allocation; Patrol Video System (PVS)
recurring cost for eleven (11) units; services and supplies; and transportation charges.
Page 1 of 1
ATTACHMENT 6 - Page 26 of 34
Page 1 of 4
ATTACHMENT D
COUNTY BILLING POLICY
APPROVED BY BOARD MINUTE ORDER DATED OCTOBER 27, 1992
I. POLICY
All County agencies/departments/districts (County) governed by the Board of Supervisors
shall bill contracting entities for materials and/or services provided under contract in
accordance with the following standardized billing and collection policy. Billing frequency is
dependent on whether the contract is a fixed price or actual cost contract. Payment due
date is designed to be both responsive to the County’s cash flow needs and reasonable
enough as to not require special processing by the contracting entity. If payments are not
received by the required due dates, a late payment fee shall be computed and billed to the
contracting entity in accordance with the requirements of this procedure.
Nothing herein shall affect the liability, including pre-judgment interest, of the contracting
party for services or materials in as much as this is a policy to enact standard billing
practices.
II. DEFINITIONS
A. Contract for the purposes of this policy - A contract is a formal written agreement, a
purchase order from the contracting entity, or any other acceptable mutual
understanding between the contracting parties.
B. Received by the County - The phrase “received by the County”, as used in Section VI of
this policy, refers to the date a payment is received by the County. It is defined as the
date the payment is in the County’s possession. It is not the date the payment is posted
or deposited by the County.
III. FIXED PRICE CONTRACTS
A. Fixed Price (One-Time/Non-Recurring Contracts) - Invoices that represent a billing for a
one-time, non-recurring provision of materials and/or services shall be issued no later
than five (5) working days after delivery by the County of the materials and/or services.
Examples of such one-time, non-recurring provision of materials and/or services might
be a city contracting with the Sheriff for security service at a parade or sporting event; or,
a city purchasing a computer listing containing certain city-requested data. Payment due
date shall be invoice date plus 30 days.
B. Fixed Price (Ongoing/Recurring Contracts) - Invoices that represent a billing for an
ongoing, recurring provision of materials and/or services shall be issued according to the
following frequency:
1. Annual Billings that total $10,000 or less per 12-month period shall be billed via one
(1) annual invoice. Annual invoices will be issued for each 12-month period of the
contract, or portions thereof. Invoices shall be issued no later than five working days
after the beginning of each 12-month period. Payment due date shall be invoice date
plus 30 days.
ATTACHMENT 6 - Page 27 of 34
Page 2 of 4
2. Quarterly Billings that are greater than $10,000 but not more than $200,000 per 12-
month period, shall be billed in quarterly installments. Quarterly invoices will be
issued representing the contract amount for each 12-month period of the contract, or
portions thereof, prorated into four (4) installments. Invoices shall be issued no later
than 30 days after the beginning of each quarter. Payment due date shall be 60 days
after the beginning of each calendar quarter.
3. Monthly Billings that are greater than $200,000 per 12-month period shall be billed in
monthly installments. Monthly invoices will be issued representing the contract
amount for each 12-month period of the contract, or portions thereof, prorated into 12
installments. Invoices shall be issued on or before the first day of each service
month. Payment due date shall be 30 days after the beginning of each service
month.
An example of a fixed price contract for ongoing, recurring provision of materials and/or
services might be a city contracting with the Sheriff for law enforcement services.
IV. ACTUAL COST CONTRACTS
A. Actual Cost (One-Time/Non-Recurring Contracts) - Invoices that represent a billing for a
one-time, non-recurring provision of materials and/or services shall be issued after
delivery by the County of the materials and/or services and no later than 15 days after
actual cost data is available. Payment due date shall be invoice date plus 30 days.
B. Actual Cost (Ongoing/Recurring Contracts) - Invoices that represent a billing for an
ongoing, recurring provision of materials and/or services shall be issued on a monthly
basis and shall represent the cost of materials and/or services provided to the
contracting entity during the previous calendar month. Such invoices shall be issued no
later than 15 days after the close of the monthly billing period. If the County
agency/department/district does not utilize a monthly billing cycle, the invoice shall be
issued no later than 15 days after actual cost data is available. Payment due date shall
be invoice date plus 30 days.
Examples of actual cost contracts for the ongoing, recurring provision of materials and/or
services might be a city contracting with the County for communications equipment
repair or waste disposal at a County landfill.
V. PAYMENT DUE DATES
Notwithstanding the provisions of Sections II and III above, payment due date shall be at
least invoice date plus 30 days. If the County is late in issuing an invoice, the contracting
entity would always have at least invoice date plus 30 days to pay. If the County is early in
issuing an invoice, the contracting entity would still have a payment due date of either 60
days after the beginning of the quarter (quarterly invoices) or 30 days after the beginning of
the service month (monthly invoices).
(EXAMPLES: An invoice for October service, dated and issued October 8 (late) would have
a payment due date of November 7. An invoice for August service, dated and issued July 20
(early) would have a payment due date of August 30.)
ATTACHMENT 6 - Page 28 of 34
Page 3 of 4
VI. LATE CHARGES
The late payment of any invoiced amount by a contracting entity will cause the County to
incur costs not contemplated by the County/contracting entity agreement, the exact amount
of such cost will be extremely difficult to ascertain. Such costs include, but are not limited to,
costs such as administrative follow-up and processing of delinquent notices, increased
accounting costs, etc.
Late charges will be assessed in the following situations:
Over-the-counter payments will be assessed a late charge if any payment is not received
by the County by the payment due date.
Payments transmitted to the County via the U.S. Mail that have the payer’s postage
meter mark will be assessed a late charge if any payment is not received by the County
by the payment due date plus one day.
Payments transmitted to the County via the U.S. Mail that have a U.S. Post Office
postmark dated after the payment due date will be assessed a late charge.
The late charge assessed in each of these situations shall be three-quarters of one percent
(0.75%) of the payment due and unpaid plus $100.00 for late payments made within 30 days
of the payment due date. An additional charge of three-quarters of one percent (0.75%) of
said payment shall be added for each additional 30-day period that the payment remains
unpaid. Late charges shall be added to the payment and invoiced to the contracting entity in
accordance with this policy.
VII. COLLECTIONS
Any invoice remaining unpaid 90 days after the invoice date shall be referred to the Auditor-
Controller for subsequent collection action, such as deduction from contracting entity
moneys on deposit with the County Treasurer in accordance with Government Code Section
907 and any other applicable provision of law. Non-payment of invoices and applicable late
charges will constitute a breach of contract for which the County retains all legal remedies
including termination of the contract.
VIII. DISCOUNT FOR EARLY PAYMENT
Any payment received by the County from a contracting entity 20 days or more before the
payment due date shall be entitled to a discount of one-quarter of one percent (0.25%). If
the contracting entity takes a discount, and the payment is received by the County less than
20 days before the payment due date, County staff shall immediately notify the contracting
entity by telephone that the discount should not have been taken and that the balance is due
by the original payment due date.
If the balance is not received by the County in accordance with the dates as specified in
Section VII, applicable late charges shall be calculated on the balance due.
ATTACHMENT 6 - Page 29 of 34
Page 4 of 4
IX. DEFERRED REVENUE
At fiscal year end, any portion of revenue invoiced (not necessarily received) during the fiscal
year being closed out that represents charges or prepayment for materials and/or services
for the upcoming fiscal year shall be reclassified from a revenue account to a deferred
revenue account (liability). In the new fiscal year the deferred revenue shall be reclassified
to a revenue account. (EXAMPLE: On June 1, 19X1, a city is invoiced $48,000 which
represents charges for the 12-month period June 1, 19X1 to May 31, 19X2. The amount to
be reclassified to deferred revenue would be $44,000, representing 11/12ths of the total
amount. In July 19X1, the $44,000 would be reclassified to revenue.) Reclassification
entries shall be made by Auditor-Controller Agency Accounting units, or for those
agencies/departments/districts without such a unit, the agency/department/district shall notify
the Auditor-Controller of the amounts to be reclassified.
X. COST RECOVERY
All County agencies/department/districts shall include all costs of providing contracted
services in contract rates. Including all direct costs, allocated indirect costs such as
departmental and County (CWCAP) overhead, and cost of capital financing.
XI. EXISTING CONTRACTS
Billing terms and provisions contained in existing contracting entity agreements (existing as
of the date this policy is approved by the Board of Supervisors) shall remain in effect for the
life of the contract. However, when these existing contracts are renegotiated, they shall
contain the billing provisions as set forth in this policy.
XII. DEVIATIONS FROM POLICY
Deviations from this policy shall be approved by the Board of Supervisors. Proposed
deviations by agencies/departments/districts shall be submitted to the CEO for concurrence
in advance of filing an Agenda Item Transmittal (AIT) with the Clerk of the Board. The CEO,
or his/her designee, shall advise the agency/department/district of approval or disapproval of
the proposed deviations. If a County agency/department/district submits a contract to the
Board of Supervisors for approval, and the billing provisions in the contract deviate from this
policy, the agency/department/district shall specifically advise the Board of Supervisors in
the AIT of the deviation, the reason for the deviation, and of the CEO’s recommendation
relative thereto.
Page 4 of 4
ATTACHMENT 6 - Page 30 of 34
5/7/2020 Rev.
ATTACHMENT E
POLICY FOR DISTRIBUTION OF FORFEITED AND SEIZED ASSETS
BACKGROUND
The Orange County Sheriff’s Department provides contract law enforcement services to cities in
Orange County. Because of the increased likelihood that contracted patrol or investigation personnel
may become involved in significant narcotic seizures, which could affect law enforcement services
provided by the Sheriff’s Department to contract cities, the following policy is in effect.
CONTRACTED PATROL AND INVESTIGATION OFFICERS
When assets (cash or property) are seized in CITY by contracted patrol or investigation
personnel, and subsequently forfeited to COUNTY’s Sheriff Department, hereinafter referred
to as “SHERIFF”, the forfeited assets shall be shared with CITY as set forth below, for the
purpose of augmenting law enforcement services in CITY, subject to guidelines by the forfeiting
agency of such sharing and use of forfeited assets. A portion of forfeited assets may be
retained by SHERIFF, to pay for departmental expenses not recovered through law
enforcement contracts.
In such cases, pursuant to the forfeiting agency’s guidelines, SHERIFF shall apply to the
forfeiting agency for the return of a share of assets. In his application, SHERIFF shall specify
the percentage of shared assets returned to SHERIFF that will be used to augment law
enforcement services in CITY and the use of said assets by CITY.
In those cases in which assets are seized within CITY by personnel assigned to CITY pursuant
to this Agreement, without the involvement of other law enforcement personnel, and in which
the seizure is a result solely of activities self-initiated by SHERIFF personnel assigned to CITY
or initiated by said personnel in response to calls for service within CITY, SHERIFF shall apply
to have all of the assets used to augment CITY law enforcement services.
In those cases in which SHERIFF personnel assigned to CITY pursuant to this Agreement play
an ancillary role in a seizure or in which other law enforcement personnel are involved in a
seizure, SHERIFF shall determine the percentage of the total forfeited assets for which he will
apply to augment CITY’s law enforcement services. This determination will be based on the
circumstances of the seizure, including the pro-rata involvement of all personnel, including
those assigned to CITY.
Each seizure will be evaluated on an individual and independent basis, and said evaluations
will be available for review to CITY’s manager. Examples of those incidents which would be
evaluated as set forth in this section include situations in which a contract patrol deputy
provides uniformed backup at a SHERIFF’s Narcotic Bureau search warrant location or in
which contract investigators participate in the service of a search warrant that was initiated by
non-contract law enforcement personnel.
Assets (cash or property) that are returned to SHERIFF by the forfeiting agency with the
understanding that they will be used to augment CITY law enforcement services shall be used
by CITY and SHERIFF only for such purposes. If the forfeiting agency attaches additional or
more specific conditions to the use of said assets, CITY and SHERIFF shall also abide by
those conditions. SHERIFF and CITY’s manager shall determine the specific use of said
assets within the conditions imposed by the forfeiting agency.
ATTACHMENT 6 - Page 31 of 34
,,
ATTACHMENT F
RESOLUTION NO. 00-7-18-4
ORANGE COUNTY SHERIFFS DEPARTMENT TRAFFIC VIOLATOR
APPREHENSION PROGRAM
A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF SAN JUAN
CAPISTRANO. CALIFORNIA, AUTHORIZING PARTICIPATION IN THE
ORANGE COUNTY SHERIFFS DEPARTMENT TRAFFIC VIOLATOR
APPREHENSION PROGRAM
WHEREAS, the City of San Juan Capistrano contracts with the Orange
County Sheriffs Department for law enforcement services; and,
WHEREAS, as a contract City, San Juan Capistrano is eligible to participate
in the County's new Traffic Violator Apprehension Program: and,
WHEREAS, the goals of the Traffic Violator Apprehension Program are to
reduce the number of collisions involving suspended or unlicensed drivers, to reduce the
number of hit and run collisions, to establish a public education program to deter
violators, and to establish a cost recovery system to pay for continued enforcement;
and, ·
WHEREAS, the Traffic Violator Apprehension Program is funded by a
Traffic Safety Grant from the state of California and on-going revenues will be
generated from the collection of vehicle impound fees within the unincorporated
areas of the County and participating cities that contract for law enforcement services
with the Orange County Sheriffs Department; and,
WHEREAS, the County Board of Supervisors has established a fee of $50
for each vehicle towed/stored/impounded as a result of negligent operation of a vehicle and
a $152 fee for each vehicle impounded for 30 days; based on the actual administrative
costs for the identification and apprehension of drivers with suspended or revoked
licenses or unlicensed motorists; and,
WHEREAS, all of the impound fees will be collected by the County and
deposited into a Traffic Violator Apprehension Fund for use by this program exclusively.
NOW, THEREFORE,BE IT RESOLVED, that the City Council of the City of
San Juan Capistrano does hereby resolve, determine and order as follows:
SECTION 1.Authorize the City of San Juan Capjstrano to participate in the
Traffic Violator Apprehension Fund; and,
-1-
·--
ATTACHMENT 6 - Page 32 of 34
SECTION 2. The City Clerk shall certify to the adoption of this resolution.
PASSED, APPROVED, AND ADOPTED this 18th day of July, 2000.
ATTEST:
STATE OF CALIFORNIA )
COUNTY OF ORANGE )ss
CITY OF SAN JUAN CAPISTRANO )
I, CHERYL JOHNSON, City Clerk of the City of San Juan Capistrano,
California, DO HEREBY CERTIFY that the foregoing Is a true and correct copy of
Resolution No. 00-7-18-4, adopted by the City Council of the City of San Juan
Capistrano, California, at a regular meeting thereof held on the 18thday of July, 2000, by
the following vote:
AYES:
NOES:
ABSTAIN:
ABSENT:
Council Members Bathgate, Greiner, llart, Swerdlin
and Mayor T Campbell
None
None
None
(SEAL)
-2-
OlLEAWeeM: AYOR
ATTACHMENT 6 - Page 33 of 34
OCSD
BUDGET
USE ONLY R E Q U E S T CERTIFICATION A P P R O V A L S ORANGE COUNTY SHERIFF-CORONER
TRAFFIC VIOLATOR APPREHENSION PROGRAM
CONTRACT CITY
Participating City Request to Purchase From the TVA in FY Date
APPLICABILTY
QUANTITY ITEM DESCRIPTION TO TVA PROGRAM ESTIMATED COST
THE CITY CERTIFIES THAT THE EQUIPMENT PURCHASED BY CITY AND TO BE REIMBURSED BY PROGRAM FUNDS
WILL BE USED FOR ITS ENTIRE USEFUL LIFE EXCLUSIVELY FOR THE PURPOSES OF THE TRAFFIC VIOLATOR
APPREHENSION PROGRAM
CITY MANAGER REQUEST:
Printed Name
Signature: DATE
Recommended For Approval
CITY POLICE SERVICES CHIEF MANAGER – TVA PROGRAM
ORANGE COUNTY SHERIFF-CORONER DEPARTMENT ATTACHMENT G ATTACHMENT 6 - Page 34 of 34
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SIXTH AMENDMENT TO AGREEMENT
BETWEEN THE
CITY OF SAN JUAN CAPISTRANO
AND THE
COUNTY OF ORANGE
THIS SIXTH AMENDMENT TO AGREEMENT, entered into this First
day of June 2024, which date is enumerated for purposes of reference only, by and
between the CITY OF SAN JUAN CAPISTRANO, hereinafter referred to as “CITY”
and the COUNTY OF ORANGE, a political subdivision of the State of California,
hereinafter referred to as “COUNTY”, to amend effective July 1, 2024, that certain
Agreement between the parties commencing July 1, 2020, hereinafter referred to as
the “Agreement”.
1. For the period July 1, 2024 through June 30, 2025, REGULAR SERVICES BY
COUNTY, Subsection C-4 of the Agreement is amended to read as follows:
“C-4. The level of service, other than for licensing, to be provided by the COUNTY
for the period July 1, 2024 through June 30, 2025, is set forth in
Attachment A.
2. For the period July 1, 2024 through June 30, 2025, PAYMENT, Subsections G-2,
G-3a, G-3b, G-5, G-6, and G-8, of the Agreement are amended to read as follows:
“G-2. Unless the level of service as set forth in Attachment A, is increased or
decreased by mutual agreement of the parties, or CITY is required to pay
for increases as set forth in Subsection G-3, the Maximum Obligation of
CITY for services, other than Licensing Services, to be provided by the
COUNTY for the period July 1, 2024 through June 30, 2025 shall be
$13,509,666, as set forth in Attachment C.
The overtime costs included in the Agreement are only an estimate.
SHERIFF shall notify CITY of actual overtime worked during each fiscal
ATTACHMENT 7 - Page 1 of 8
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year. If actual overtime worked is above or below budgeted amounts,
billings will be adjusted accordingly at the end of the fiscal year. Actual
overtime costs may exceed CITY’s Maximum Obligation.
G-3a. At the time this Agreement is executed, there may be unresolved issues
pertaining to potential changes in salaries and benefits for COUNTY
employees. The costs of such potential changes are not included in the
FY 2024-25 cost set forth in Attachment C nor in the FY 2024-25 Maximum
Obligation of CITY set forth in Subsection G-2 of this Agreement. If the
changes result in the COUNTY incurring or becoming obligated to pay for
increased cost for or on account of personnel whose costs are included in
the calculations of costs charged to CITY hereunder, CITY shall pay
COUNTY, in addition to the Maximum Obligation set forth in Subsection G-2
of this Agreement, the full costs of said increases to the extent such
increases to the extent such increases are attributable to work performed by
such personnel during the period July 1, 2024 through June 30, 2025, and
CITY’s Maximum Obligation hereunder shall be deemed to have increased
accordingly. CITY shall pay COUNTY in full for such increases on a pro -
rata basis over the portion of the period between July 1, 2024 and June 30,
2025 remaining after COUNTY notifies CITY that increases are payable.
If the changes result in the COUNTY incurring or becom ing obligated to pay
for decreased costs for or on account of personnel whose costs are
included in the calculations of costs charged to CITY hereunder, COUNTY
shall reduce the amount owed by the CITY to the extent such decreases are
attributable to work performed by such personnel during the period
July 1, 2024 through June 30, 2025, and CITY’s Maximum Obligation
hereunder shall be deemed to have decreased accor dingly. COUNTY shall
reduce required payment by CITY in full for such decreases on a pro -rata
basis over the portion of the period between July 1, 2024 and
ATTACHMENT 7 - Page 2 of 8
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June 30, 2025 remaining after COUNTY notifies CITY that the Maximum
Obligation has decreased.
G-3b. If CITY is required to pay for increases as set forth in Subsection G-3a
above, COUNTY, at the request of CITY, will thereafter reduce the level of
service to be provided to CITY as set forth in Attachment C of this
Agreement to a level that will make the Maximum Obligation of CITY
hereunder for the period July 1, 2024 through June 30, 2025 an amount
specified by CITY that is equivalent to or higher than the Maximum
Obligation set forth in Subsection G-2 for said period at the time this
Agreement originally was executed. The purpose of such adjustment of
service levels will be to give CITY the option of keeping its Maximum
Obligation hereunder at the pre-increase level or at any other higher or
lower level specified by CITY. In the event of such reduction in level of
service and adjustment of costs, the parties shall execute an amendment to
this Agreement so providing. Decisions about how to reduce the level of
service provided to CITY shall be made by SHERIFF with the approval of
CITY.
G-5. COUNTY shall invoice CITY monthly, one-twelfth (1/12) of the Maximum
Obligation of CITY. If a determination is made that increases described in
Subsection G-2 must be paid, COUNTY thereafter shall include the pro-rata
charges for such increases in its monthly invoices to CITY for the balance of
the period between July 1, 2024 and June 30, 2025.
G-6. CITY shall pay COUNTY in accordance with COUNTY Board of Supervisors’
approved County Billing Policy, Attachment D. Payments made
electronically via a credit card or through a banking system that charges
Merchant Fees, Service Fees, or any other Fees shall be the responsibility of
the City. If the County is charged any of the before mentioned fees, the City
shall be responsible for payment of these fees to the County.
ATTACHMENT 7 - Page 3 of 8
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G-8. As payment for the Licensing Services described in Subsection C -8 of this
Agreement, COUNTY shall retain all fees paid by applicant s to the County
for licenses, pursuant to CITY ordinances listed in Attachment B. Retention
of said fees by COUNTY shall constitute payment in full to COUNTY for
costs incurred by COUNTY in performing the functions related to licensing
described in Subsection C-8; provided, however, that if any of said fees are
waived or reduced by CITY, CITY shall pay to COUNTY the diffe rence
between the amount of fees retained by COUNTY and the fees that were
set forth in the ordinances listed in Attachment B as of July 1, 2024. Should
CITY increase the fee schedule for the licensing ordinances set forth in
Attachment B, either party shall have the right to seek amendment of this
Agreement with respect to the division of the increased fees between CITY
and COUNTY.”
3. For the period July 1, 2024 through June 30, 2025, SECTION P EQUIPMENT of
the Agreement is added to read as follows:
“1. As part of the law enforcement services to be provided to CITY, COUNTY shall
purchase motorcycles and radios that meet certain law enforcement standards
as determined by the COUNTY (hereinafter “Equipment”).
2. CITY shall pay COUNTY the full costs to COUNTY of a) the acquisition of
Equipment, b) recurring costs, c) the costs of maintenance, and d) replacement
and upgrade of such Equipment when they become functionally or
technologically obsolete, as deemed necessary by COUNTY. The costs to be
paid by CITY are included in the costs set forth in Attachment B and the
Maximum Obligation of CITY set forth in Subsection F-2 of this Agreement.
3. The Equipment purchased by the COUNTY for services to the CITY shall be the
property of the County.
4. Radios and motorcycles previously purchased by the CITY for COUNTY law
enforcement services to the CITY shall be the property of and maintained by the
ATTACHMENT 7 - Page 4 of 8
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CITY. Notwithstanding Subsection L of this Agreement, COUNTY shall be
responsible to CITY for any damage to CITY rad ios and motorcycles caused by
COUNTY’s act or omission.”
4. Effective July 1, 2024, Attachments A and B are amended as attached hereto.
Attachments A and B are incorporated into this agreement by reference.
5. All other provisions of the Agreement, to the extent that they are not in confl ict with
this SIXTH AMENDMENT TO AGREEMENT, remain unchanged.
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ATTACHMENT 7 - Page 5 of 8
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IN WITNESS WHEREOF, the parties have executed the SIXTH
AMENDMENT TO AGREEMENT in the County of Orange, State of California.
DATED:____________________________
CITY OF SAN JUAN CAPISTRANO
ATTEST:______________________
City Clerk
BY:______________________________
Mayor
APPROVED AS TO FORM:
BY:______________________________
City Attorney
---------------------------------------------------------------------------------------------------------------
DATED:_______________________
COUNTY OF ORANGE
BY:__________________________________
Chairman of the Board of Supervisors
County of Orange, California
SIGNED AND CERTIFIED THAT A COPY OF THIS
AGREEMENT HAS BEEN DELIVERED TO THE CHAIR
OF THE BOARD PER G.C. Sec. 25103, Reso 79-1535
Attest:
_________________________
Robin Stieler
Clerk of the Board
County of Orange, California
APPROVED AS TO FORM:
Office of the County Counsel
County of Orange, California
BY:__________________________
Deputy
DATED:_______________________________
ATTACHMENT 7 - Page 6 of 8
ATTACHMENT A
LEVEL OF SERVICE PROVIDED BY SHERIFF:
Title Detail Quantity Frequency
MANAGEMENT:
Captain 1.00
SUPERVISION:
Sergeant Patrol 4.00 each, 80 hrs./ per two wk. pay period
Sergeant Administrative 1.00 80 hrs./ per two wk. pay period
INVESTIGATION SERVICES:
Investigator 2.00 each, 80 hrs./ per two wk. pay period
PATROL AND TRAFFIC SERVICES*:
Deputy Sheriff II -Patrol Patrol 17.00 each, 80 hrs./ per two wk. pay period
Deputy Sheriff II -Motor Motorcycle 2.00 each, 80 hrs./ per two wk. pay period
ADDITIONAL SERVICES*:
Community Services Officer Parking Control 2.00 each, 80 hrs./ per two wk. pay period
Deputy Sheriff II Homelessness Liason Officer 1.00 80 hrs./ per two wk. pay period
Deputy Sheriff II DET 1.00 80 hrs./ per two wk. pay period
Cadet Extra Help 1,039 hours
TOTAL 31.00
* Deployment to be determined by SHERIFF in cooperation with CITY Manager
REGIONAL / SHARED STAFF:
Title Regional Team Quantity % Allocation
TRAFFIC:
Sergeant Traffic 0.60 6.95%
Investigator Traffic 1.00 6.95%
Deputy Sheriff II Traffic 3.00 6.95%
Investigative Assistant Traffic 2.00 6.95%
Office Specialist Traffic 1.00 6.95%
AUTO THEFT:
Sergeant Auto Theft 0.30 6.29%
Investigator Auto Theft 2.00 6.29%
Investigative Assistant Auto Theft 1.00 6.29%
Office Specialist Auto Theft 1.00 6.29%
DET:
Sergeant DET 1.00 4.42%
Investigator DET 1.00 4.42%
COURTS:
Investigative Assistant Courts 2.00 17.63%
MOTORCYCLE (shared Supervision):
Sergeant Motorcyle Supervision 1.00 7.55%
TOTAL 16.90
"REGULAR SERVICES BY COUNTY"
(Subsection C-4)
CITY OF SAN JUAN CAPISTRANO
ORANGE COUNTY SHERIFF-CORONER
FY 2024-25 LAW ENFORCEMENT CONTRACT
Page 1 of 1
ATTACHMENT 7 - Page 7 of 8
ATTACHMENT C
COST OF SERVICES PROVIDED BY SHERIFF (Subsection G-2):
Title Detail Quantity
Cost of Service
(each)
Cost of Service
Total
MANAGEMENT:
Captain 1.00 511,432$ 511,432$
SUPERVISION:
Sergeant Patrol 4.00 406,174$ 1,624,696$
Sergeant Administrative 1.00 406,174$ 406,174$
INVESTIGATION SERVICES:
Investigator 2.00 389,168$ 778,336$
PATROL AND TRAFFIC SERVICES:
Deputy Sheriff II -Patrol Patrol 17.00 332,009$ 5,644,153$
Deputy Sheriff II -Motor Motorcycle 2.00 342,744$ 685,488$
ADDITIONAL SERVICES:
Community Services Officer Parking Control 2.00 150,063$ 300,126$
Deputy Sheriff II Homelessness Liason Officer 1.00 332,009$ 332,009$
Deputy Sheriff II DET 1.00 332,009$ 332,009$
Cadet Extra Help 37,900$
TOTAL POSITIONS 31.00 10,652,323$
REGIONAL / SHARED STAFF:
Title Regional Team Quantity % Allocation Cost $
TRAFFIC:
Sergeant Traffic 0.60 6.95%20,251$
Investigator Traffic 1.00 6.95%24,445$
Deputy Sheriff II Traffic 4.00 6.95%85,082$
Investigative Assistant Traffic 2.00 6.95%24,090$
Office Specialist Traffic 1.00 6.95%9,097$
AUTO THEFT:
Sergeant Auto Theft 0.30 6.29%9,157$
Investigator Auto Theft 2.00 6.29%48,393$
Investigative Assistant Auto Theft 1.00 6.29%10,844$
Office Specialist Auto Theft 1.00 6.29%8,264$
DET:
Sergeant DET 1.00 4.42%22,391$
Investigator DET 1.00 4.42%19,977$
COURTS:
Investigative Assistant Courts 2.00 17.63%56,276$
MOTORCYCLE (shared Supervision):
Sergeant Motorcyle Supervision 1.00 7.55%33,838$
TOTAL REGIONAL/SHARED 17.90 372,105$
OTHER CHARGES AND CREDITS (Subsection G-2):
OTHER CHARGES:
CREDITS:
TOTAL OTHER CHARGES AND CREDITS 2,485,238$
TOTAL COST OF SERVICES (Subsection G-2)13,509,666$
ORANGE COUNTY SHERIFF-CORONER
FY 2024-25 LAW ENFORCEMENT CONTRACT
CITY OF SAN JUAN CAPISTRANO
"PAYMENT"
(Subsection G-2)
Credits include: AB109 (2011 Public Safety Realingment); estimated vacancy credits; false alarm fees reimbursement; reimbursement for
training and miscellaneous programs; reimbursement for restitution.
Other Charges include: Annual leave paydowns and apportionment of cost of leave balances paid at end of employment; Body Worn Camera
(BWC) and In Car Video (ICV); one (1) Black and White Patrol Vehicle including equipment; contract administration; data line charges; E-
Citation recurring costs for two (2) units; Enhanced helicopter response services; facility lease; holiday pay; Integrated Law & Justice of
Orange County fees; Mobile Data Computer (MDC) recurring cost for nineteen (19) units; overtime; patrol training cost allocation; premium pay
for bilingual staff, education incentive pay, on-call pay; services and supplies; and transportation charges.
Page 1 of 1
ATTACHMENT 7 - Page 8 of 8
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FIFTH AMENDMENT TO AGREEMENT
BETWEEN THE
CITY OF SAN JUAN CAPISTRANO
AND THE
COUNTY OF ORANGE
THIS FIFTH AMENDMENT TO AGREEMENT, entered into this Tenth
day of April 2024, which date is enumerated for purposes of reference only, by and
between the CITY OF SAN JUAN CAPISTRANO, hereinafter referred to as “CITY”
and the COUNTY OF ORANGE, a political subdivision of the State of California,
hereinafter referred to as “COUNTY”, to amend effective March 1, 2024, that certain
Agreement between the parties comm encing July 1, 2020, hereinafter referred to as
the “Agreement”.
1.Effective March 1, 2024, Attachments A and C to the Agreement are amended to
change one (1) Deputy Sheriff II – Community Support to one (1) Deputy Sheriff II
–Homelessness Liaison Officer. Attachments A and C are amended and attached
hereto, is incorporated in the Agreement by this reference.
2.All other provisions of the Agreement, as amended, to the extent that they are not in
conflict with this FIFTH AMENDMENT TO AGREEMENT, remain unchanged.
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ATTACHMENT 8 - Page 1 of 4
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IN WITNESS WHEREOF, the parties have executed the FIFTH
AMENDMENT TO AGREEMENT in the County of Orange, State of California.
DATED:____________________________
CITY OF SAN JUAN CAPISTRANO
ATTEST:______________________
City Clerk
BY:______________________________
City Manager
APPROVED AS TO FORM:
BY:______________________________
City Attorney
---------------------------------------------------------------------------------------------------------------
DATED:_______________________
COUNTY OF ORANGE
BY:__________________________________
Sheriff-Coroner
ATTACHMENT 8 - Page 2 of 4
ATTACHMENT A
LEVEL OF SERVICE PROVIDED BY SHERIFF:
Title Detail Quantity Frequency
MANAGEMENT:
Captain 1.00
SUPERVISION:
Sergeant Patrol 4.00 each, 80 hrs./ per two wk. pay period
Sergeant Administrative 1.00 80 hrs./ per two wk. pay period
INVESTIGATION SERVICES:
Investigator 2.00 each, 80 hrs./ per two wk. pay period
PATROL AND TRAFFIC SERVICES*:
Deputy Sheriff II -Patrol Patrol 16.00 each, 80 hrs./ per two wk. pay period
Deputy Sheriff II -Motor Motorcycle 2.00 each, 80 hrs./ per two wk. pay period
ADDITIONAL SERVICES*:
Crime Prevention Specialist Crime Prevention 1.00 80 hrs./ per two wk. pay period
Community Services Officer Parking Control 2.00 each, 80 hrs./ per two wk. pay period
Deputy Sheriff II 1.00 80 hrs./ per two wk. pay period
Deputy Sheriff II DET 1.00 80 hrs./ per two wk. pay period
Cadet Extra Help 1,039 hours
TOTAL 31.00
* Deployment to be determined by SHERIFF in cooperation with CITY Manager
REGIONAL / SHARED STAFF:
Title Regional Team Quantity % Allocation
TRAFFIC:
Sergeant Traffic 0.60 6.67%
Deputy Sheriff II Traffic 4.00 6.67%
Investigative Assistant Traffic 2.00 6.67%
Office Specialist Traffic 1.00 6.67%
AUTO THEFT:
Sergeant Auto Theft 0.30 10.67%
Investigator Auto Theft 2.00 10.67%
Investigative Assistant Auto Theft 1.00 10.67%
Office Specialist Auto Theft 1.00 10.67%
DET:
Sergeant DET 1.00 8.76%
Investigator DET 1.00 8.75%
COURTS:
Investigative Assistant Courts 2.00 13.38%
MOTORCYCLE (shared Supervision):
Sergeant Motorcyle Supervision 1.00 7.55%
TOTAL 16.90
"REGULAR SERVICES BY COUNTY"
(Subsection C-4)
CITY OF SAN JUAN CAPISTRANO
ORANGE COUNTY SHERIFF-CORONER
FY 2023-24 LAW ENFORCEMENT CONTRACT
Page 1 of 1
Homelesness Liaison Officer
ATTACHMENT 8 - Page 3 of 4
ATTACHMENT C
COST OF SERVICES PROVIDED BY SHERIFF (Subsection G-2):
Title Detail Quantity
Cost of Service
(each)
Cost of Service
Total
MANAGEMENT:
Captain 1.00 433,756$ 433,756$
SUPERVISION:
Sergeant Patrol 4.00 359,633$ 1,438,532$
Sergeant Administrative 1.00 359,633$ 359,633$
INVESTIGATION SERVICES:
Investigator 2.00 355,121$ 710,242$
PATROL AND TRAFFIC SERVICES:
Deputy Sheriff II -Patrol Patrol 16.00 299,297$ 4,788,752$
Deputy Sheriff II -Motor Motorcycle 2.00 304,160$ 608,320$
ADDITIONAL SERVICES:
Crime Prevention Specialist 1.00 116,655$ 116,655$
Community Services Officer Parking Control 2.00 144,284$ 288,568$
Deputy Sheriff II Homelessness Liaison Officer 1.00 299,297$ 299,297$
Deputy Sheriff II DET 1.00 299,297$ 299,297$
Cadet Extra Help 35,348$
TOTAL POSITIONS 31.00 9,378,400$
REGIONAL / SHARED STAFF:
Title Regional Team Quantity % Allocation Cost $
TRAFFIC:
Sergeant Traffic 0.60 6.67%18,602$
Deputy Sheriff II Traffic 4.00 6.37%97,729$
Investigative Assistant Traffic 2.00 6.67%20,981$
Office Specialist Traffic 1.00 6.67%8,169$
AUTO THEFT:
Sergeant Auto Theft 0.30 10.67%14,850$
Investigator Auto Theft 2.00 10.67%73,215$
Investigative Assistant Auto Theft 1.00 10.67%16,909$
Office Specialist Auto Theft 1.00 10.67%12,740$
DET:
Sergeant DET 1.00 8.76%36,772$
Investigator DET 1.00 8.76%34,102$
COURTS:
Investigative Assistant Courts 2.00 13.38%39,884$
MOTORCYCLE (shared Supervision):
Sergeant Motorcyle Supervision 1.00 7.55%30,493$
TOTAL REGIONAL/SHARED 16.90 404,446$
OTHER CHARGES AND CREDITS (Subsection G-2):
OTHER CHARGES:
CREDITS:
TOTAL OTHER CHARGES AND CREDITS 2,339,370$
TOTAL COST OF SERVICES (Subsection G-2)12,122,216$
ORANGE COUNTY SHERIFF-CORONER
FY 2023-24 LAW ENFORCEMENT CONTRACT
CITY OF SAN JUAN CAPISTRANO
"PAYMENT"
(Subsection G-2)
Credits include: AB109 (2011 Public Safety Realingment); estimated vacancy credits; false alarm fees reimbursement; reimbursement
for training and miscellaneous programs; reimbursement for restitution.
Other Charges include: Annual leave paydowns and apportionment of cost of leave balances paid at end of employment; Body Worn
Camera (BWC) and In Car Video (ICV); contract administration; data line charges; E-Citation recurring costs for two (2) units; Enhanced
helicopter response services; facility lease; holiday pay; Integrated Law & Justice of Orange County fees; Mobile Data Computer (MDC)
recurring cost for nineteen (19) units; overtime; patrol training cost allocation; premium pay for bilingual staff, education incentive pay, on-
call pay; services and supplies; and transportation charges.
Page 1 of 1 ATTACHMENT 8 - Page 4 of 4
MEMORANDUM OF UNDERSTANDING
July 1, 2024 – June 30, 2027
BETWEEN
CITY OF SAN JUAN CAPISTRANO
AND
SAN JUAN CAPISTRANO CLASSIFIED EMPLOYEES ASSOCIATION
ATTACHMENT 9 - Page 1 of 31
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Contents
I. SALARY .............................................................................................................................................. 1
II. OVERTIME ......................................................................................................................................... 2
III. OVERTIME WORK ON HOLIDAYS ...................................................................................................... 2
IV. BILINGUAL PAY ................................................................................................................................. 2
V. UNIFORM/WORK BOOT ALLOWANCE .............................................................................................. 3
VI. DEFERRED COMPENSATION PROGRAM ........................................................................................... 4
VII. RECOGNITION BONUS ...................................................................................................................... 4
VIII. PAYMENT FOR REQUIRED CERTIFICATES ......................................................................................... 5
IX. MILEAGE REIMBURSEMENT ............................................................................................................. 5
X. RIDE SHARE PROGRAM ..................................................................................................................... 5
XI. TUITION REIMBURSEMENT PROGRAM ............................................................................................ 5
XII. SAFETY INCENTIVE PROGRAM .......................................................................................................... 6
XIII. WORK DAY AND WORK WEEK .......................................................................................................... 6
XIV. EMERGENCY STAND-BY/CALL OUT ................................................................................................... 6
XV. VACATION ......................................................................................................................................... 7
XVI. SICK LEAVE ........................................................................................................................................ 8
XVII. BEREAVEMENT LEAVE .................................................................................................................... 10
XVIII. SCHOOL ACTIVITY LEAVE ................................................................................................................. 11
XIX. JURY DUTY LEAVE ........................................................................................................................... 11
XX. DONATION OF BLOOD LEAVE ......................................................................................................... 11
XXI. FAMILY CARE LEAVE (See the City’s Personnel Rules and Regulations) ......................................... 12
XXII. ON-THE-JOB INJURY LEAVE ............................................................................................................. 12
XXIII. HOLIDAYS ........................................................................................................................................ 12
XXIV. WORK ON A HOLIDAY ...................................................................................................................... 13
XXV. FLOATING HOLIDAY ........................................................................................................................ 14
XXVI. MEDICAL, DENTAL, VISION INSURANCE AND COBRA ..................................................................... 14
XXVII. IRS CODE SECTION 125 PLAN........................................................................................................... 15
XXVIII. RETIREE HEALTH SAVINGS ACCOUNT .............................................................................................. 16
XXIX. LIFE INSURANCE .............................................................................................................................. 16
XXX. PRE-PAID LEGAL SERVICES ............................................................................................................... 16
XXXI. COLLEGE SAVINGS PROGRAM (529 PLAN) ...................................................................................... 16
XXXII. RETIRING EMPLOYEE RECOGNITION PROGRAM ............................................................................. 16
ATTACHMENT 9 - Page 2 of 31
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XXXIII. RETIREMENT PLAN ........................................................................................................................ 16
XXXIV. SHORT/LONG-TERM DISABILITY INSURANCE ................................................................................. 17
XXXV. ACTING STATUS ............................................................................................................................... 17
XXXVI. RECLASSIFICATION OF POSITION ..................................................................................................... 18
XXXVII. PROMOTIONS, TRANSFERS AND VOLUNTARY DEMOTIONS .......................................................... 18
XXXVIII. PROMOTIONAL EXAMINATIONS ................................................................................................... 20
XXXIX. REGULAR APPOINTMENT FOLLOWING PROBATIONARY PERIOD ................................................... 20
XL. TERMINATION - RESIGNATION ........................................................................................................ 20
XLI. LAYOFFS AND RE-EMPLOYMENT ..................................................................................................... 20
XLII. GRIEVANCE PROCEDURE ................................................................................................................. 23
XLIII. FAIR EMPLOYMENT PRACTICE ......................................................................................................... 25
XLIV. NON-DISCRIMINATION POLICY ........................................................................................................ 25
XLV. CONTINUATION OF BENEFITS .......................................................................................................... 26
XLVI. SEPARABILITY ................................................................................................................................... 26
XLVII. PERSONNEL RULES .......................................................................................................................... 26
APPENDICES
Appendix A Payout Upon Separation of Employment
ATTACHMENT 9 - Page 3 of 31
1
AGREEMENT
This agreement is entered into by the parties on behalf of the City of San Juan Capistrano (hereinafter
known as "the City") and the San Juan Capistrano City Employees Association (hereinafter known as "the
Association"), in accordance with the provisions of Section 3500-3510 of the California Government Code,
otherwise known as the Meyers-Milias-Brown Act, and the Employer-Employee Relations Resolution of
the City of San Juan Capistrano for the period of time commencing July 1, 2024, through June 30, 2027.
All provisions of this agreement are effective upon adoption of this agreement by the City Council unless
otherwise specified.
RECOGNITION
The City recognizes the Classified Association as the "recognized employee organization" for all employees
within the unit of representation, consisting of regular full-time employees in the following classifications:
Accountant GIS Specialist
Accounting Clerk Housing Coordinator/Assistant Planner
Accounting Specialist Human Resources Assistant
Administrative Coordinator Office Assistant
Administrative Specialist Permit Technician
Assistant Engineer Planning Technician
Assistant Planner Public Works Specialist I/II
Associate Civil Engineer Public Works Supervisor
Associate Engineer Receptionist
Associate Planner Senior Accounting Specialist
Building and Grading Inspector Senior Building and Grading Inspector
Code Enforcement Officer Senior Citizen Program Coordinator
Community Services Coordinator Senior Code Enforcement Officer
Construction Inspector Senior Executive Assistant
Customer Service Representative Senior Permit Technician
Customer Service Supervisor Senior Public Works Specialist
Engineering Assistant
Engineering Technician
Executive Assistant
I. SALARY
July 1, 2024 8% Wage Increase
July 1, 2025 3% Wage Increase
July 1, 2026 3% Wage Increase
July 1, 2024, one-time payment of $4,000, subject to applicable taxes.
ATTACHMENT 9 - Page 4 of 31
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II. OVERTIME
Whenever, at the discretion of the appointing authority, an employee works beyond forty (40) hours
in a designated work period, such person shall be compensated for such overtime work to the nearest 15
minutes at time-and-one-half his/her regular compensation, or receive compensatory time off earned at
time-and-one-half rate. Whenever, at the discretion of the appointing authority, an employee works
beyond twelve (12) hours in one workday, such person shall be compensated for such overtime beyond
the twelve hours to the nearest 15 minutes at double the rate of his/her regular compensation, or receive
compensatory time off earned at double rate. Compensation for overtime shall be in the form of pay
unless the affected employee requests compensatory time. Management shall have the right to deny
payment in the form of compensatory time.
The employee may accumulate and hold for future use no more than 230 hours at any one time of
compensatory time, and at the end of the fiscal year, may carry over no more than 80 hours of
compensatory time for use in the next fiscal year. Compensatory time may only be cashed out at the
hourly rate that was in place when the compensatory time was accrued. Prior to the implementation of
any salary adjustment, all accumulated compensatory time must be taken as paid leave subject to the
approval of the department head or paid out as compensation. All other overtime hours accumulated to
that point shall be paid at the end of the fiscal year. Such compensatory time off is subject to approval of
the Department Head.
Employees may elect to cash-out compensatory time on a quarterly basis, in accordance with the schedule
provided by the Finance Department.
Overtime requested by an employee to adjust the employee's work schedule shall be considered flex time
and is not subject to compensation at the rate of time-and-one- half.
Overtime shall be assigned/offered to full-time, regular employees before being assigned/offered to part-
time or temporary employees. Part-time or temporary employees may work overtime only if no full-time
regular employee is available and/or interested in working the overtime.
The City shall assign overtime with due regard to an equitable and fair distribution of work, whenever
possible.
III. OVERTIME WORK ON HOLIDAYS
All hours worked on a holiday are paid at time and one-half.
IV. BILINGUAL PAY
Qualified employees who meet the following criteria shall receive a monthly stipend in recognition of their
ability:
1. Employee must be assigned by the City Manager or his/her designee to speak and/or translate
written material in a language in addition to English. This includes such specialized communication
skills as sign language.
ATTACHMENT 9 - Page 5 of 31
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2. Employees must, as needed, speak and/or translate a second language.
3. Employees able to communicate and/or translate verbal information shall receive an additional
$85 per month. Employees assigned to translate written information will be required to be
certified as qualified by the City.
4. Employees able to translate verbal and written information shall receive an additional $125
per month (i.e., the employee receives $125 per month because of the additional ability to
translate written information, rather than the $85 noted above that is provided to an employee
who provides verbal translation only). Employees assigned to translate written information will
be required to be certified as qualified by the City.
The City, at its discretion, may reassign an employee from a bilingual assignment to a position which does
not require a bilingual assignment. An employee in a bilingual assignment may request assignment to a
position that does not require bilingual assignment. The request shall be made in writing to the City
Manager, who will consider it according to the needs and availability of a qualified replacement.
V. UNIFORM/WORK BOOT ALLOWANCE
The City will provide uniform shirts, pants, and work boots to all field positions in the unit of
representation as follows:
Pants - City will provide uniform pants or provide an allowance of $360 for the purchase of uniforms pants.
Employees must elect at the beginning of each year which option he/she will adopt for that fiscal year.
Those electing the allowance will receive this amount as part of the last paycheck received in July of each
year.
Shirts – The City will provide up to eleven (11) shirts for all Public Works field personnel, and up to nine
(9) shirts for all other personnel required to wear uniform shirts. City will provide a selection of uniform
shirts that will be required to be worn by all field personnel in all departments. These shirts are to be
worn by the following classifications: Public Works Specialist I and II, Senior Public Works Specialist, Public
Works Construction Inspector, Building and Grading Inspector, Senior Building and Grading Inspector,
Code Enforcement Officer, Senior Code Enforcement Officer, or other positions as deemed necessary to
provide identification and uniformity in the field. The City will bear the cost of acquiring these shirts
annually. The City agrees to establish a committee, including three (3) bargaining unit members, for input
into the decisions regarding Administrative Policy 227, Dress Code, Personal Appearance, and Uniform
Policy.
Work Boots - The City will provide a work boot reimbursement up to $400 annually (tax-free) for all field
positions, as defined in the preceding paragraph.
All field personnel, as defined in the “Shirts” paragraph noted above, will be required to wear uniforms
during working hours. City Jackets – Up to two (2) jackets shall be provided to employees as needed, but
no more than once per year. City Hats - Shall be provided to employees as needed.
ATTACHMENT 9 - Page 6 of 31
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VI. DEFERRED COMPENSATION PROGRAM
City employees may elect to have a portion of their salary withheld. The deferred amount is tax-free until
actually received and is invested in the meantime. As prescribed by applicable laws or plan provisions,
funds may be withdrawn upon separation, retirement, or to a beneficiary upon death.
The City shall establish a deferred compensation "matching fund" and match voluntary employee
contributions up to $20 (twenty dollars) per month. Effective July 1, 2024, the City shall match voluntary
employee contributions up to $100 (one-hundred dollars) per month.
Upon separation from the City, employees shall have contributions made to their 401(a) and RHS plans
according to the Payout Upon Separation of Employment schedule listed in Appendix A of the MOU.
VII. RECOGNITION BONUS
I. The City shall grant a $100 recognition bonus for certifications above and beyond requirements
of position and used for the benefit of the City. The following list contains several certifications obtainable
by City employees and of value to the City.
To qualify for certification, the following parameters must be met:
The Certification must be issued by a governing or sanctioning professional body such as America Water
Works Association or the American Institute of Certified Planners.
The certification must be obtained through a course of study either at an institution or through home-
study and attaining the qualified skill level proven through testing by the sanctioning body. Certifications
that are not on the list of approved certifications below must be approved by the City.
The following list contains several certifications obtainable by City employees and of value to the
City:
i. Playground Safety Inspection Certificate
ii. Certified Arborist
iii. Pesticide Applicator and Advisor Certifications
iv. American Institute of Certified Planners Certification
v. International Conference of Building Officials (ICBO) certificates, to include:
• Plans Examiner
• Housing Inspector
• Mechanical Inspector
• Plumbing Inspector
• Combination Dwelling Inspector
• Electrical Inspector
• Light Commercial Combination Inspector
vi. American Association of Code Enforcement certificates, to include:
• Certified Zoning Enforcement
• Officer, Certified Housing Enforcement Officer
• Certified Code Enforcement Administrator
ATTACHMENT 9 - Page 7 of 31
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vii. Class "A" or “B” Driver License, including all costs associated with maintaining the license.
Employees holding one of these Commercial Drivers Licenses shall receive the recognition bonus
annually on the first pay-period in July of each year.
VIII. PAYMENT FOR REQUIRED CERTIFICATES
For the positions shown below, the City shall pay $300 annually for each certificate that is required as part
of the position's job description. Certificates shall be issued by the California Department of Public Health
(DPH) or the California Water Environment Association (CWEA). The City will also pay $300 annually for
up to one certificate above that which is required in an employee's job description. Additionally, the City
shall reimburse test fees for certifications. This reimbursement is limited to the first and second attempt,
if necessary.
The City shall pay $300 annually for up to five (5) employees to hold a County of Orange Environmental
Health Certified Backflow Tester certificate. Those employees holding these certificates effective July 1,
2009, will be included and additional employees will be added in chronological order based on the date
of their certification by the County of Orange up to a total of five (5) employees. Additional employees
receiving such certification when five (5) employees are already in place will be placed on a waiting list in
chronological order based on their certification by the County of Orange. Employees who have been
trained and received certification through the City will be required to maintain their certification until
another individual is available to fill their place from the waiting list.
Construction Inspector
IX. MILEAGE REIMBURSEMENT
City employees shall receive mileage reimbursement in accordance with IRS standards.
X. RIDE SHARE PROGRAM
Employees who carpool, walk, bike, take the bus or the train to and from work at least twice per week
shall, at the end of the fiscal year, be eligible for nine (9) hours of additional floating holiday time in the
next fiscal year. Employees may qualify for this incentive by participating 104 times in the fiscal year (i.e.,
an average of 2 times per week x 52 weeks = 104 occasions).
XI. TUITION REIMBURSEMENT PROGRAM
The City will provide an annual educational incentive equal to full time tuition at a California State
University for a degree from an accredited college or university or certificate program, up to a maximum
of $5000/fiscal year for an employee. There will be no limit on the cost of each degree.
The City will provide up to $20,000 annually for a City-wide tuition reimbursement program and carryover
any remainder to the next fiscal year, up to a total pool amount of $35,000. If annual requests exceed
ATTACHMENT 9 - Page 8 of 31
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the amount available, amounts would be pro-rated based on requests. Program details are identified in
Administrative Policy No. 214, Employee Tuition Reimbursement Program.
XII.SAFETY INCENTIVE PROGRAM
The City's Safety Committee shall finish the work started on the IIPP.
XIII.WORK DAY AND WORK WEEK
The official work-period designation for most employees of the City of San Juan Capistrano shall be forty
(40) hours from Friday at 11:30 a.m. to the following Friday at 11:30 a.m. The official workday shall be
Monday through Thursday from 7:30 a.m. to 5:30 p.m. and Fridays from 7:30 a.m. to 4:30 p.m., with
alternate schedules to meet Department operations or to meet special employees' needs due to
transportation or caregiver issues.
It shall be the duty of each Department Head to arrange the work of the department so that each
employee therein shall work not more than five (5) consecutive days in each calendar week except that
a Department Head, with approval of the City Manager or designee, may require any employee in the
department to temporarily perform service in excess of the designated work day or workweek when
public necessity or convenience so requires. Department Heads will not temporarily change an
employee's regular work schedule to avoid payment of overtime.
XIV.EMERGENCY STAND-BY/CALL OUT
Employees who are in classifications that require the performance of stand-by duty as an essential
function of their position, shall during "off hours" 1) monitor the duty phone and/or pager, 2) remain
in the local area (no more than 20 miles from City Hall site), 3) remain fit for duty, and 4) respond to any
and all call outs within 15 minutes.
Employees shall be compensated at the rate of California's minimum wage for every hour or portion of an
hour while on stand-by duty. Calls for service shall be reported and compensated at the overtime rate
of pay pursuant to the Personnel Rules and Regulations. Calls for service requiring the employee
to respond to the field shall be paid at a two hour minimum. Multiple calls received within any two
hour period already being paid will not result in any additional compensation. Additionally, call
outs that result in the two hour minimum period overlapping into the regular work schedule will revert
to regular pay at the beginning of the regular workday. For each hour or portion thereof of work
performed and compensated as overtime during "off hours", stand-by pay shall be reduced by the amount
of overtime hours incurred.
At the option of the Department Head, employees may either receive their stand-by compensation as
compensatory time off or as compensation in the current pay period. Consideration shall be given
to effectuating the wishes of employees. Employees with existing compensatory time balances of at least
two-hundred twenty (220) hours shall not be eligible to receive stand-by compensation as compensatory
time.
ATTACHMENT 9 - Page 9 of 31
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Employees not on stand-by status when called out to the field for an emergency shall be compensated at
the overtime rate of pay pursuant to the Personnel Rules and Regulations with a three hour minimum.
Additionally, employees not on stand-by status who have not physically worked their regular number
of workday hours, shall, when called out on a bona-fide emergency, be paid at 1 1/2 times their regular
pay for all bona fide emergency hours worked.
Scheduled overtime does not constitute a bona-fide emergency. Bona-fide emergencies are those that
occur due to a natural disaster such as fire, flood, earthquake, storm, or landslide. They may occur
due to damage to the infrastructure of the city such as inoperative valves, pipeline breaks, leakage in
potable or sewage systems or traffic control lights. Traffic accidents may trigger bona-fide emergencies
if they require City employees to repair or clean up damage or assist with traffic control. Citizen
complaints that require after-hours attention are bona-fide emergencies.
Classified employees who occasionally receive phone calls outside of their regularly scheduled working
hours from standby personnel or personnel on an emergency call-out, to get supervisory direction, shall
receive a minimum of 30 minutes of regular pay for each phone call.
XV. VACATION
a. Vacation Accrual
Classified employees shall accrue vacation hours based on the following schedule:
Length of Service Annual Hours Accrued
0-3 years 80
4-7 years 132
8-10 years 148
11-19 years 164
20 years or more 172
Accrual at the next highest increment rate shall commence on the first day of the fourth,
eighth, eleventh and twentieth year of employment, respectively. For example, an employee
hired on January 1, 2010, would accrue at 80 hours per year, until January 1, 2013, when the
accrual rate would change to 132 hours per year.
The maximum amount of vacation time, which may be accrued and used, for time-off shall
be 300 hours; vacation accrual shall cease upon reaching 300 hours. The maximum amount
of vacation time, which will be compensated for in cash upon separation from City, shall be
300 hours. It shall be the responsibility of the employee to utilize credited vacation leave
within the limitations set forth herein.
Bargaining unit employees who have reached the maximum accrual of 300 hours shall have
the right to “cash out” up to 40 hours of vacation per fiscal year if they have used at least two
weeks of vacation within the previous 12 months and obtain approval from their Department
Head. Requests to "cash out" vacation based on the criteria stated above may be submitted
when a bargaining unit employee reaches 280 hours. The hours will be paid out to the
employee during the pay period when the employee reaches the 300 hour limit to avoid the
loss of any accrual due to the limit being reached. Effective July 1, 2024, employees may cash-
out up to sixty (60) hours of vacation per year.
ATTACHMENT 9 - Page 10 of 31
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b. Vacation Usage
Total vacation allowance shall be based upon the number of months of City service computed
to the nearest half month. It shall be the responsibility of the employee and Department
Head to assure utilization of credited vacation leave within the limitations set forth herein.
The time during the calendar year at which an employee may take vacation leave shall be
determined by the Department Head, but with due consideration of the employee’s request
and particular regard for the needs of the City. Eligible employees shall accrue vacation
beginning with the date of hire.
c. Vacation Benefits for Terminating Employees
In the event of separation of employment, the employee shall be paid for any accrued and
unused compensation time which has accrued within the limits specified above and vacation
leave according to the Payout Upon Separation of Employment schedule listed in Appendix A
of the MOU.
d. Holidays Occurring During Vacation
When one or more legal municipal holidays fall within a vacation leave, such day or days shall
not be charged as the vacation leave.
XVI. SICK LEAVE
Sick leave shall mean the time during which an employee is permitted to be absent from the duties of City
service by reason of sickness or injury which incapacitates or prevents the employee from performing
assigned duties, without any deduction being made from salary or compensation, and shall include, in
certain cases, serious illness or death of a member of the employee's immediate family. An employee
may also designate one person per 12-month period at the time the employee requests family sick leave.
It will be the responsibility of the Department Head to periodically review the use of sick leave in the
department. Abuse of sick leave may be used as a factor in determining employee performance for
employee evaluations. The legitimate use of FMLA qualified sick leave shall not be used as a factor in
determining employee performance for evaluation.
Sick Leave Allowance
Employees shall be entitled to eight (8) hours sick leave for each calendar month of service. There
shall be no limit on the amount of sick leave which may be accumulated.
a. When Sick Leave May Be Taken
ATTACHMENT 9 - Page 11 of 31
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Sick leave may not be used until it is earned. Sick leave earned during a pay period may be utilized for
a qualifying absence occurring during that pay period. Sick leave shall be taken only in case of actual
and necessary sickness or disability of the employee.
If an employee has exhausted all accrued sick leave, the employee may utilize accrued vacation time,
compensatory time, and/or floating holiday leave to cover an absence that would otherwise be
unpaid, provided that the absence is supported by a doctor’s note when requested by the City.
Nothing herein shall prevent the City from disciplining an employee for abuse of sick leave under the
Personnel Rules.
Eligible employees may utilize a maximum of ninety-six (96) hours of accumulated sick leave with
pay in the event of 1) the employee's presence is required elsewhere because of family medical and
dental appointments, serious illness, injury, disability, or death of a member of the employee's
immediate family; 2) official order to appear in court as a litigant or as a witness; and 3) personal
necessity as defined and limited below.
Personal necessity leave can be used by an employee at a rate of 24 hours per year for absences other
than illness or disability and the absences shall be deducted from accumulated sick leave. For the
term of this contract (7/1/2024 – 6/30/2027), Personal necessity leave may be used at a rate of 33
hours per fiscal year. At the conclusion of the contract, Personal necessity leave will revert back to 24
hours per fiscal year. Sick leave or personal necessity leave is not intended for taking care of personal
business which could be taken care of at another time.
Personal necessity is considered to be:
i. a personal matter that requires your attention which cannot be taken care of except
during the normal working hours; or
ii. a matter that requires your attention, such as a hot water heater flooding your home,
fire, or robbery.
The nature of the personal necessity need not be disclosed in writing on the Absence Request
Form, but it shall be discussed with the employee's Supervisor, Department Head, and the
Personnel Officer or designee. This information shall be treated confidentially by all parties
involved.
Sick leave shall not be used in lieu of or in addition to vacation for the intent of extending vacation.
When an employee is compelled to be absent from employment by reason of injury arising from and
in the course of City employment as determined by the Workers' Compensation law, the employee
may elect to apply accrued sick leave, if any, in such amount that when added to Workers’
Compensation benefits equals the employee's gross salary. Earned vacation time and compensatory
time off may be utilized in a similar manner.
b. Notification of Illness by Employee
An employee on sick leave shall notify their supervisor no later than the beginning of the assigned
workday. When on FMLA leave, the employee will be required to notify the City in compliance with
the Family Medical Leave Act.
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c. Return From Sick Leave
Upon returning from sick leave, a physician's certificate may be required if, in the opinion of the
Department Head, it appears that an employee may be abusing sick leave privileges or to determine
the validity of the employee's absence during the time for which sick leave was requested.
Any employee absent from duty on sick leave for three (3) consecutive work days due to illness or
accident may, at the discretion of the Department Head, be required to submit to a physical
examination by a physician designated by the City to determine fitness to return. The cost of this
examination is borne by the City.
d. Sick Leave Payout Prior to Separation of Employment
At the employee's request, the City will compensate in cash or in time off for unused sick leave accrued
above 288 hours. The compensation formula will be consistent with the payout levels established in
the Personnel Rules and Regulations, based upon years of service.
e. Sick Leave Compensation Upon Termination of Employment
City employees who separate employment within the City shall be compensated according to the
Payout Upon Separation of Employment schedule listed in Appendix A of the MOU for unused sick
leave at final rate of pay based on the following:
Employees Hired Before July 1, 1999 Employees Hired On or After July 1, 1999
Less than 2 years: None Less than 2 years: None
2 to less than 15 years: 50% More than 2 years: 50%
15 to less than 20 years: 75%
20 or more years: 100%
There shall be no maximum amount of unused sick leave eligible for cash compensation subject
to the foregoing schedule.
f. Annual Sick Leave Incentive Program
Employees with greater than 288 hours of sick leave and who have used two days or fewer in the
previous fiscal year shall have the right to cash-out up to two days of sick leave at 100% the following
July 15th. This will be paid out on the last paycheck in July.
XVII. BEREAVEMENT LEAVE
An employee shall be granted a leave without loss of pay in case of death of a member of the employee's
immediate family. Such leave is designated as bereavement leave. Up to five (5) days leave without loss
of pay shall be granted for the death of a member of the employee's immediate family. Immediate family
as used in this section is defined as the employee's spouse, registered domestic partner, child, foster
child, grandchild, stepparent, legal guardian, stepchild, parent, brother, sister, grandparent, grandparent-
in-law, mother-in-law, father-in-law or:
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a. Any other relative by blood or marriage who is a member of the employee's household.
(Employees may be required to submit proof that the deceased relative was a member of the
employee's household prior to the time of death.)
b. Any other relative of the employee by blood or by marriage where it can be established by the
employee that as a result of such relative's death, the employee's presence is required to
handle funeral arrangements and/or matters of estate.
In addition, bereavement leave may be granted on a case by case basis under other circumstances at the
discretion of the City Manager or designee when it is in the best interest of the City to do so.
Time off beyond these parameters shall be charged to any type of available leave.
XVIII. SCHOOL ACTIVITY LEAVE
Pursuant to California Labor Code Sections 230.7 and 230.8, parents, guardians and grandparents having
custody, of school-age children shall be allowed leave from their jobs, with or without pay, as may be
necessary to participate in school activities such as parent-teacher conferences, disciplinary matters,
school programs and related events with their children. Such leave is limited to 40 hours per school year,
at a maximum of 8 hours per month. Employees must give reasonable advance notice to the employer to
permit work coverage and may be required to provide documentation from the school that the employee
participated in the activity on the specific date and time. Leave properly requested in advance shall not
be denied.
XIX. JURY DUTY LEAVE
Regular and probationary employees who are summoned to serve on jury duty or subpoenaed as a
witness due to a work-related matter in any court in this State of the United States, or any administrative
board of tribunals, shall be entitled to a leave of absence with pay while serving. Employees may keep
fees and fees for mileage received while serving. Employees must return to work if not required to attend
jury duty on a particular day.
An employee who is released from jury duty with four hours or more remaining in his or her normal
workday shall report back to his/her supervisor. Reporting back means that the employee has contacted
his/her supervisor via a phone call (not a voicemail message), text, or email, and received a response back
from the supervisor. An employee may be required to show proof of attendance to serve on jury duty or
as a subpoenaed witness.
XX. DONATION OF BLOOD LEAVE
The City shall grant each employee in the unit of representation reasonable time off for the purpose of
donating blood during City-sponsored blood drives. No charge will be made against vacation, sick or any
other type of leave when such absence is approved in advanced by the employee's supervisor/department
head.
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XXI. FAMILY CARE LEAVE (See the City’s Personnel Rules and Regulations)
XXII. ON-THE-JOB INJURY LEAVE
Whenever an employee is compelled to be absent from active duty due to an injury disability arising out
of and in the course of employment, such employee shall be entitled to receive an On-the-Job Injury
Leave With Pay for up to the first three consecutive working days of such absence. The granting of such
leave shall be conditioned upon the following:
a. the absence is at the discretion of a licensed medical physician or other designated health care
professional.
b. supervisory personnel have been properly notified of such injury or disability and an on-the-job
injury report has been properly completed and submitted.
c. the injury occurred while the employee was performing work duties on the job. Whenever the
On-the-Job Injury Leave extends beyond the first three working days, the employee will be
allowed to use all accrued leave to supplement the Workers' Compensation allowance to achieve
the equivalent of 100% of his/her salary.
XXIII. HOLIDAYS
All City employees shall have the following holidays with pay and shall not be required to work on
such holidays except as hereinafter provided:
a. January 1st (New Year's Day)
b. Third Monday in January (Martin Luther King, Jr. Day)
c. Third Monday in February (Washington's Birthday)
d. Last Monday in May (Memorial Day)
e. July 4th (Independence Day)
f. First Monday in September (Labor Day)
g. November 11th (Veteran's Day)
h. Fourth Thursday in November (Thanksgiving Day)
i. The day following Thanksgiving Day
j. December 24th (Christmas Eve)
k. December 25th (Christmas Day)
l. December 31 (New Year's Eve Day)
m. Floating Holiday (20 hours)
Whenever a holiday falls on a Sunday not scheduled as a regular workday, the following Monday shall be
observed as the holiday. Whenever a holiday falls on a Saturday not scheduled as a regular workday, the
City will recognize the holiday on a case by case basis and observe it either on the Friday before the holiday
or the Monday after the holiday, based on the needs of the community. The determination of the holiday
observance will be made when the City issues the master holiday schedule each year. The exception to
this is as outlined in the City Hall Holiday Closure Schedule.
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Employees on a 9/80 schedule will be able to bank holiday hours for those holidays that occur on their
flex day off. The following shall apply to the use of Holiday banked hours:
• banked hours will be capped at 36
• hours banked are not compensable - they cannot be cashed out
• banked hours must be used before any other kind of leave, except for sick leave
• employees will be strongly encouraged to use banked hours within a reasonable period
of time, preferably by the end of each fiscal year.
An employee must have been paid for the entire amount of regularly scheduled hours of the days
immediately prior to and following a City holiday in order to be paid holiday pay.
City Hall Holiday Closure Schedule:
City Hall shall be closed from Christmas Eve
through New Year’s Day
Year 1 City Hall closed 12/24/24 – 1/1/25. Employees able to use leave time to cover 12/26, 12/27, and
12/30; 12/24=12/24, 12/25=12/25, 12/31=12/31, and 1/1/25=1/1/25.
Year 2 City Hall closed 12/24/25 – 1/1/26. Employees able to use leave time to cover 12/26, 12/29, and
12/30; 12/24=12/24, 12/25=12/25, 12/31=12/31, and 1/1/26=1/1/26.
Year 3 City Hall closed 12/24/26 – 1/1/27. Employees able to use leave time to cover 12/28, 12/29, and
12/30; 12/24=12/24, 12/25=12/25, 12/31=12/31, and 1/1/27=1/1/27.
Employees shall use appropriate accrued paid leave (i.e., vacation, comp time, floating holiday, or
Personal Necessity), or leave without pay to cover the closed days that would otherwise be workdays.
Certain employees will be required to work to provide essential services. Essential services required to
be provided during the closure will be determined by the City no later than July 1 of each year and
notification will be provided to the employees required to work during the closure. Employees required
to work during the closure will not be required to use paid leave during the closure and would be
compensated at time-and-one-half for those hours worked on regular workdays.
XXIV. WORK ON A HOLIDAY
Hours worked on an actual or observed Holiday shall be paid at 1½ times employees' regular pay. Any full-
time employee who is required to work on a holiday shall be entitled to be paid for the holiday plus time-
and-one-half for all hours worked on the holiday or compensatory time off at time-and-one-half. An
employee who works both the actual and observed holiday shall only be eligible for holiday pay on one
(1) such date and shall only receive the holiday leave value for one (1) holiday.
For example, if an employee works a 9/80 schedule, Tuesday to Saturday, with every other Tuesday off as
the regular day off; for holidays that fall on a Saturday, and are observed on the preceding Friday, if the
employee observes the City holiday on Friday, the employee will receive the benefit of 9 holiday hours
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(i.e., the day off), and the employee would receive 1 ½ times the employee’s regular pay for working the
Saturday “holiday.” If the employee observes the City holiday on Saturday, the employee will receive the
benefit of 9 holiday hours (i.e., the day off) and the employee would receive 1 ½ times the employee’s
regular pay for working the observed Friday holiday. In no event will an employee receive 1 ½ times
regular pay for two days, the observed Friday holiday and the Saturday “holiday,” unless the employee
otherwise exceeds the FLSA threshold for hours worked.
XXV. FLOATING HOLIDAY
Probationary and regular full-time employee shall be credited with a total of twenty (20) hours of
compensated time off on July 1st of each year. The time(s) which the employee may elect to use this
leave shall be arranged with and approved by the employee’s supervisor. The floating holiday hours must
be used prior to June 30th or shall be forfeited.
Employees hired on July 1st through September 30th receive twenty (20) hours of floating holiday,
employees hired on October 1st through December 31st receive fifteen (15) hours of floating holiday,
employees hired on January 1st through March 31st receive ten (10) hours of floating holiday, and
employees hired on April 1st through June 30th receive no floating holiday.
XXVI. MEDICAL, DENTAL, VISION INSURANCE AND COBRA
The City provides medical, vision and dental insurance for City employees. The insurance becomes
effective the first day of the month following the date of hire.
Medical Insurance - CalPERS
The City provides active employees in the bargaining unit up to the highest CalPERS HMO premium in each
coverage category (E, E+1 or E+Family). If the plan the employee selects costs less than the highest
HMO for his/her category, the employee's premiums are fully paid by the City and the employee does
not receive the difference between the highest HMO amount and the cost of the plan he/she selects. If
the plan the employee selects costs more than the highest HMO for his/her category, the difference is
paid by the employee through pre-tax payroll deduction.
The City's "total" contribution is calculated by adding the cost of the City's dental insurance and vision
insurance premiums to the highest HMO medical premium by coverage category. Together this is the
"Highest HMO Amount".
Effective January 1, 2015, and each year thereafter, the Highest HMO Amount will be compared to the
Highest HMO Amount for the previous year by coverage type (E, E+1 or E+Family). Due to rate changes,
the new Highest HMO premium may be a different medical plan from a different health insurance carrier.
If the new Highest HMO Amount is larger than the previous year's total, the City's total contribution will
increase by 75% of the increase. Effective January 1, 2020, the City’s total contribution will decrease to
60% of the increase. If the new Highest HMO Amount is the same or less than the previous year's total,
the City's total contribution will remain the same.
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Opting out of Medical Insurance
The City shall allow employees who show proof of group medical insurance coverage provided by a
spouse, to opt out of the City's medical insurance coverage. The City shall provide to employees who wish
to opt out of medical insurance coverage and meet the above criteria, an "opting out" amount of $325
per month. The opt-out amount will increase to $350 per month, effective January 1; 2019, $375 per
month, effective January 1, 2020; and $400 per month, effective January 1, 2021. Employees must remain
enrolled in the City's dental and vision plans. These premiums will be paid for by the City.
Vision Insurance - Vision Service Plan
Dental Insurance - Aetna
Effective January 1, 2015, the maximum allowable benefits under the dental insurance policy limit will
increase from $1,000 to $2,000.
COBRA
The Consolidated Omnibus Budget Reconciliation Act of 1985 (COBRA) requires that the group health
plans provide employees and their dependents the opportunity to continue health care coverage under
the plan in certain circumstances where coverage under the group health plan would otherwise
terminate. While the City must make continued health coverage available, it can charge qualified
beneficiaries up to 102% of the cost of coverage if continuation of benefits under the group plan is desired.
Health Benefits While on Disability Leave of Absence
Whenever an employee is absent from work due to a physical or psychological injury or illness, the City
shall maintain the employee's coverage under the City's group health plan on the same conditions as
coverage would have been provided if the employee has been employed during the leave period, for a
period not to exceed twelve (12) continuous months.
XXVII. IRS CODE SECTION 125 PLAN
The City shall set up a Cafeteria Plan, under IRS Code Section 125, to pay for medical, dental and vision
premiums. The City shall provide to active employees in the bargaining unit a basic employee contribution
amount equal to the PEMCHA minimum contribution amount (adjusted annually) and a cafeteria
amount which added together equals a contribution amount as specified above in the previous section
(XXVI). Employees shall have the ability to elect which medical carrier to enroll with. Dental and vision
insurance coverage shall also be a part of the cafeteria plan.
The City will provide classified employees the opportunity to participate on a voluntary basis in a
Dependent Care Assistance Program (Section 129) under Internal Revenue Code Section 125, which allows
employees to redirect part of their salary, before it is taxed, to be used for child, elderly and
dependent care and eligible medical expenses.
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XXVIII. RETIREE HEALTH SAVINGS ACCOUNT
The City provides employees with a retiree health savings plan established through ICMA-RC.
XXIX. LIFE INSURANCE
The value of life insurance coverage for each classified employee is the equivalent to the annual salary,
plus $20,000.
XXX. PRE-PAID LEGAL SERVICES
The City will offer this benefit at the sole expense of the employee.
XXXI. COLLEGE SAVINGS PROGRAM (529 PLAN)
The City will offer this benefit at the sole expense of the employee.
XXXII. RETIRING EMPLOYEE RECOGNITION PROGRAM
The Retiring Employee Recognition Program provides for a salary incentive for long term City service. The
guidelines and definitions for this program are detailed in Administrative Policy No. 223, Retiring
Employees Recognition Program (Incentive for Long-Term City Service). Employees hired on or after July
1, 2009, are not eligible to participate in this program.
XXXIII. RETIREMENT PLAN
All full-time employees become a member of the Orange County Retirement System (OCRS). The City
shall pay 3.6% of the employee's share of the retirement contribution for the first two years of
employment. After two years of employment, the City shall pick up 100% of the employee's share of the
retirement contribution
Enhanced Retirement Benefit - The City has contracted with OCERS to provide an enhanced retirement
program with the Orange County Employees Retirement System (OCERS) for the 2.7% at 55 based on an
average three highest years’ salary benefit, effective January 1, 2004. This benefit will be applicable to all
years of service. The Classified group has agreed to an additional payroll deduction in order to offset the
increased cost of the employer share and employee share of the enhanced benefit. This additional
deduction will be as follows:
Less than two years of service 4.47%
After two years of service 6.26%
Effective July 1, 2012, each employee shall pay 50% of the employee contribution that was being paid on
behalf of the employee by the City prior to July 1, 2012. Effective July 1, 2013, each employee shall pay
the full employee contribution to retirement and the City will no longer pay any portion of the employee's
contribution to retirement. The intent of these changes is to have employee's paying the employee
contribution to retirement and the City paying the employer contribution to retirement. The
changes are being phased in two years with the first change taking effect July 1, 2012, and the second
change taking effect July 1, 2013.
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Effective January 1, 2012, any new employees hired on or after January 1, 2012, shall pay the full employee
contribution to retirement with no payment of the employee's contribution by the City.
Effective on or about July 1, 2012, the City shall implement a second tier retirement formula (2%@57).
This second tier retirement formula shall apply to all employees hired on or after the date the second tier
formula becomes effective.
In accordance with the 2012 Pension Reform Act, effective January 1, 2013, the City shall implement a
third retirement formula which shall apply to new employees who become new members, as defined by
the Pension Reform Act, of the Orange County Employees Retirement System, on or after January 1, 2013.
Effective January 1, 2015, employees that are new to public service may choose between two retirement
plan options:
1. The Orange County Employees Retirement System's 2.5% @ 67 defined benefit retirement
formula.
Or
2. Hybrid Plan: The Orange County Employees Retirement System's 1.62% @ 65 defined benefit
formula combined with a 401(a) defined contribution retirement plan. Employees who choose
the Hybrid Plan may make voluntary and irrevocable contributions, including leave payouts, to
the 401(a) defined contribution retirement plan. The City will match an employee's
contribution to the 401(a) defined contribution plan up to one (1%) of the employee's base
salary.
Eligible employees have thirty (30) days from the date of hire to elect the 2.5% @ 67·defined benefit
retirement formula or the 1.62% @ 65 Hybrid Plan. In the event an eligible employee does not make an
election during the thirty (30) day period, it will be deemed that the employee elected the 2.5% @ 67
defined benefit retirement formula.
XXXIV. SHORT/LONG-TERM DISABILITY INSURANCE
Eligible employees shall receive short- and long-term disability coverage or income protection of up to
two-thirds of salary during disability periods due to non-job related injury or illness. Benefits are payable
after a disability elimination period of 14 days is satisfied.
XXXV. ACTING STATUS
Shall be the temporary assignment of a regular or probationary employee to a higher level classification
to fill a vacant position or to provide a replacement for an employee who remains on a leave of absence.
Employees given an acting assignment for 14 calendar days or more shall receive acting status pay
equivalent to the minimum salary rate for that position such that the minimum adjustment would be at
least 5% above the employee's current salary with the approval of the Department Head and the Human
Resources Manager. Acting status shall be retroactive to the first day and subject to no additional benefits.
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An Acting Appointment shall generally be less than 12 months of duration and generally only last
for the duration of the recruitment process. Extension beyond 12 months shall be subject to the approval
of the City Manager or designee.
XXXVI. RECLASSIFICATION OF POSITION
Whenever a position is reclassified which is currently occupied by an incumbent who is satisfactorily
performing the duties of the proposed position, the City shall place that incumbent in the reclassified
position, without the need to undertake a recruitment. Such reclassifications shall not result in demotion.
A reclassification may occur when the essential duties of a position change due to new technology, new
regulations or laws, reorganization within the City, or other compelling reasons that increase to a higher
level the duties performed by the position.
The City shall notify the Association whenever a reclassification is to occur to allow the Association to
request to meet and confer over the impact and salary of the position.
Reclassification of an employee in a reclassified position may occur, at the City's discretion, if s/he has
been satisfactorily performing the duties of the position for at least six months, as evaluated by the
Department Head.
Out-of-Class grievances that result in position reclassifications shall also result in the reclassification of
the employee, provided s/he has been satisfactorily performing the duties of the position for at least 6
months, as evaluated by the Department Head.
XXXVII. PROMOTIONS, TRANSFERS AND VOLUNTARY DEMOTIONS
a. Promotions
Promotion refers to the movement of an employee from a lower level position in one class to another
class imposing higher duties and responsibilities, requiring higher qualifications, and providing a higher
maximum rate of pay.
Insofar as practical and consistent with the best interest of the City, as determined by the Personnel
Officer or designee, vacancies shall be filled by promotion from within whenever qualified employees
exist. Promotion-only classes will be established by the Personnel Officer or designee in consideration of
input from the Department Heads.
i. Requirements for Promotional Candidates
Only regular employees who meet the requirements set forth in the Personnel Rules and
Classification Plan and who received a satisfactory overall rating at the time of their last
performance evaluation may compete in promotional opportunities. Any employee who
wishes to apply for promotional opportunity must also have completed at least six (6)
months in their present position.
ii. Rejection Following Promotion
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An employee rejected during or at the conclusion of the probationary period following
promotional appointment shall be reinstated to the position from which he/she was
promoted, or comparable position or class from which he/she was promoted and shall
receive credit for time served in the promotional position unless charges are filed, and
the employee is discharged in the manner provided for in the Personnel Rules and
Regulations.
b. Transfers
A transfer occurs when an employee changes positions which are in the same classification having the
same maximum salary and requiring substantially the same qualifications. This may or may not involve a
change of an employee's place of employment from one department to another.
i. Conditions for Transfer
An employee, who does not possess the minimum qualifications for an open position,
shall not be transferred to that position. A qualified employee may be transferred,
provided the transfer has been approved by the employee's supervisor, the new
supervisor and the Personnel Officer or designee.
ii. Employee Requested Transfers
New employees who have completed their probationary period in their current positions
may apply for a transfer. All other employees, who have worked a minimum of six (6)
months in their current position, may apply for a transfer. A request may be submitted
only when a vacancy exists. The employee's request for transfer will be considered on the
basis of the employee's qualifications for the vacant position, the employee's best
interests, and the best interests of the City. Requests for transfers must be received
according to deadlines established by the Personnel Officer or designee.
iii. Employer Initiated Transfers
The City of San Juan Capistrano reserves the right to transfer its employees from
one position to another or one department to another if the transfer is necessary for the
purpose of economy or efficiency.
iv. Job Transfer Opportunities
The City will consider lateral transfers and promotional opportunities to vacant positions
within the same or similar job class. The employee requesting the transfer must have had
a "satisfactory" rating on their last evaluation and meet the minimum qualifications for
the position.
Employees eligible for transfer or promotional opportunities based on the minimum
qualifications of the position shall be given the opportunity to interview. The City would
have no obligation to hire any of the applicants for transfer or promotion.
c. Voluntary Demotion
A regular employee may request a voluntary demotion to a vacant position in a class with a lower
maximum salary rate provided the employee possesses the minimum qualifications of that class. Such
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requests must be filed with the Personnel Officer or designee and require approval of the current
Department Head and that of the Department Head of the vacant position.
XXXVIII. PROMOTIONAL EXAMINATIONS
Promotional examinations may be conducted whenever, in the opinion of the Personnel Officer or
designee and after consultation with the Department Head, the need of the service so requires.
Promotional examinations may include any of the selection techniques or any combination thereof
mentioned above. Only current employees who meet the requirements of the position and the provisions
of the Personnel Rules may compete in promotional examinations.
XXXIX. REGULAR APPOINTMENT FOLLOWING PROBATIONARY PERIOD
Original appointments to positions within the classified service shall be subject to a probationary period
of no less than six months and no more than twelve months. At the conclusion of the probationary
period, the employee will be notified of regular status, provided the appointing authority approves the
action.
Initial probationary appointments may be extended at the sole discretion of the Department Head for up
to six months. Under such circumstances, the Department Head will notify the affected employee in
writing of the extension of the initial probationary period.
Achievement of regular employee status shall be based upon successful completion of a probation period,
as determined by the Department Head, and approved by the Personnel Officer or designee.
Promotional appointments shall be subject to a probationary period of six months.
XL. TERMINATION - RESIGNATION
An employee wishing to leave the City in good standing shall file with the immediate supervisor at least
two (2) weeks before leaving the City a written resignation stating the effective date and reason(s) for
leaving.
The resignation shall be forwarded by the Department Head to the Personnel Office and City Manager.
XLI. LAYOFFS AND RE-EMPLOYMENT
a. Conditions for Layoff
The City Manager, with the concurrence of the City Council, may abolish any position, because of
material change in duties and organization, or shortage of work or funds. The employee holding
such position or employment may be laid off without disciplinary action and without the right of
appeal. No regular employee shall be laid off until all temporary and probationary employees
holding positions in the same classification in the department are first laid off. Only those
employees in the department assigned to the classification in which the position is to be abolished
shall be involved in this layoff procedure.
b. Notice of Layoff
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The Association and employees to be laid off shall be given at least thirty (30) calendar days’
notice.
c. Order of Layoff
1. Within the classification, employees will be ranked by seniority with the most senior
employee given the highest ranking and the next most senior employee given the
next highest ranking and so forth. For the purpose of this section, seniority shall be
determined as total number of years of full-time employment with the City of San
Juan Capistrano. This category is given a weight of 30%.
2. Within the classification, employees will also be ranked by performance, based upon
performance evaluations, official records, and/or qualified testing procedures
where applicable. The employee within the classification with the highest
performance rating shall be given the highest ranking and the next most competent
employee shall be given the next highest ranking, and so forth. This category is given
a weight of 40%.
a. To establish the performance ranking, each employee performance
evaluation must be rated. A rating of 1 to 5 on the overall evaluation rating
is assigned accordingly:
Excellent = 5
Above Standard = 4
Meets Standards = 3
Needs Improvement = 2
Unsatisfactory = 1
3. Within the classification, employees will also be ranked by skill set, based upon
education, licenses, and certificates obtained, which increase an employee's
overall value to the organization. The employee with the greatest skill set within
the classification shall be given the highest ranking and the employee with the
next highest skill set level shall be given the next highest ranking, and so forth. This
category will be given a weight of 30%.
a. To establish the ranking for skill set, the following point system shall be applied:
i. Education
1. PhD. = 4 points
2. Master's Degree = 3 points
3. Bachelor's Degree = 2 points
4. Associate of Arts Degree = 1 point
A degree must be directly related to the position in order for it to be awarded a
point value.
ii. Licenses
Each professional license = 1 point
ATTACHMENT 9 - Page 24 of 31
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iii. Certificates
Each certificate = .5 point
Certificates issued upon completion of a test conducted by a
sanctioning body such as a governmental, professional, or academic
organization, are considered valid certificates. Training certificates that
indicate that an employee participated in a training course or seminar are
not awarded any point value; however, they would be incorporated into
the performance evaluation.
d. Layoff Procedure
The Department Head will total the point values of the three categories (seniority, performance,
and skill set) for each employee within the classification to determine the order of layoff.
Employees will be laid off in order of the numerical ranking, that is, an employee with a lower
ranking would be laid off before an employee with higher ranking.
e. Re-employment List
The names of persons laid off in accordance with these rules shall be entered on a re-employment
list for one year, except that persons appointed to regular positions shall, upon such appointment,
be dropped from the list.
When a vacancy occurs in the subject class, the appointing authority shall consider the
former employees from the re-employment list. It is the responsibility of the employee on a re-
employment list to keep the City informed of his/her current address and telephone number, and
availability for work.
f. Disability Separation
In the event an employee cannot perform the essential functions of his or her position due to
an injury or illness, the City may provide up to twelve (12) continuous months of leave or
modified duty. The City will continue to make the full contribution for health, dental, & vision
premiums during any or all of the 12 continuous months that the employee is on unpaid leave in
accordance with the above. If, after twelve (12) continuous months, the employee is unable to
return to his/her regular duties the following will apply.
To the extent permitted under Federal and State law, an employee unable to perform the
essential functions of his/her position, with or without reasonable accommodation, as a result of
a physical or psychological illness or injury shall:
1. be separated from employment. Employees who are separated pursuant to this
section shall be accorded procedural due process (i.e., notice and an
opportunity to respond to the separation) in accordance with the appeal
procedures for disciplinary actions outlined in these rules,
Or
ATTACHMENT 9 - Page 25 of 31
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2. be offered the opportunity to resign from his/her position with the City of San Juan
Capistrano and placed on a re-employment list for a period not to exceed one (1)
year. Any employee returning to work shall provide the Personnel Officer verification
from a medical practitioner that he/she can perform the essential functions of his/her
position, with or without accommodation.
If during the period in which the employee is on the re-employment list, the employee is physically
and/or psychologically able to resume the duties of his/her previous position and there is a vacant
position in his/her classification, the employee will be entitled to return to that position.
Separation from employment under this section does not preclude the City or employee from
applying for a disability retirement.
XLII. GRIEVANCE PROCEDURE
a. Matters Subject to Grievance Procedures
A grievance shall be initiated through an informal first step when the employee notifies the supervisor
verbally of his/her contention that the City has violated or misapplied a specific obligation expressed
and/or written in the Personnel Rules and Regulations of the City. Personnel Division staff is available to
assist Department Heads in such matters as the interpretation of Rules, documentation procedures and
preparation of notices as requested.
b. Notification of Grievance
The second step in the grievance process shall be a written notice filed in a timely manner, on a form
provided by the City which shall include at a minimum:
1. Nature of the grievance;
2. Date when the incident occurred;
3. Description of the incident;
4. Rule violated; and,
5. Specific remedy sought by the employee.
c. Steps in the Grievance Process
First Step
Within ten (10) working days after the occurrence of the incident involved in the grievance, the employee
may initiate the grievance process by discussing the matter informally with his/her immediate supervisor.
An attempt shall be made to resolve the grievance between the employee and the immediate supervisor.
The supervisor shall deliver an oral or written response within ten (10) working days after submission of
the grievance.
Second Step
If the grievance is not satisfactorily resolved in the first step, the grievance may be submitted in writing
to the supervisor's supervisor, if any, within the department organization within ten (10) working
days after the immediate supervisor's answer is received by the employee. After an attempt to resolve
the grievance between the employee and his/her designated representative, if any, the intermediate
ATTACHMENT 9 - Page 26 of 31
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supervisor shall deliver a written answer within ten (10) working days after submission of the grievance.
If there is no intermediate supervisor, the grievance shall go directly to the Department Head.
Third Step
If the grievance is not satisfactorily resolved in the first and second steps, it shall be submitted in writing
to the employee's Department Head within ten (10) working days after the intermediate supervisor's
answer is received by the employee. The Department Head shall meet with the employee and his/her
designated representative, if any, within ten (10) working days after submission of the grievance to the
Department Head. The Department Head shall review the grievance and may affirm, reverse, or modify
the disposition made at the first and second steps and shall deliver a written answer to the employee
within ten (10) working days after said meeting.
d. Appeal of Decision
If the grievance is not satisfactorily resolved, the employee may appeal the decision of the Department
Head to the City Manager. At the option of the employee, the grievance may be submitted:
i. Directly to the City Manager, or
ii. To an impartial arbitrator who will provide an advisory opinion to the City Manager prior
to the consideration of the grievance by the City Manager, or
iii. To a mediator from the State Mediation and Conciliation Service who will provide findings
and recommendations to the City Manager prior to consideration of the grievance by the
City Manager.
When the appeal is submitted to the City Manager, it shall specify whether the employee desires to have
the appeal considered directly by the City Manager or reviewed first by an impartial arbitrator or state
mediator. Such submission must occur within ten (10) working days after the Department Head's written
answer is received.
e. Advisory Arbitration
An employee may elect to use an impartial arbitrator to provide an advisory opinion to the City Manager
prior to the consideration of the grievance by the City Manager. After a hearing on the merits of the
grievance and considering evidence from all parties concerned, the impartial arbitrator shall submit a
written advisory opinion to the City Manager.
Within ten (10) working days after receipt of the written advisory opinion of the impartial arbitrator, the
City Manager shall meet with the employee and his/her designated representative, if any, and other
appropriate persons to assess the grievance. The City Manager may affirm, reverse, or modify the
disposition of the grievance. The City Manager shall deliver a written decision to the employee within ten
(10) working days after said meeting. The City Manager's decision shall conclude the administrative
appeals procedure.
If an employee elects to use an impartial arbitrator, the arbitrator shall be selected jointly by the
employee and his/her designated representative, if any, and the City. The cost of the arbitrator, if any,
shall be born equally by the employee and the City.
f. State Mediation
ATTACHMENT 9 - Page 27 of 31
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An employee may elect to use a certified mediator from the State Mediation and Conciliation Service to
provide findings and recommendations to the City Manager prior to the consideration of the grievance by
the City Manager. After a hearing on the merits of the grievance and considering evidence from all parties
concerned, the certified mediator shall submit a written summary of his/her findings and
recommendations to the City Manager.
Within ten (10) working days after receipt of the written summary of findings and recommendations from
the certified mediator, the City Manager shall meet with the employee and his/her designated
representative, if any, and other appropriate persons to assess the grievance. The City Manager may
affirm, reverse, or modify the disposition of the grievance. The City Manager shall deliver a written
decision to the employee within ten (10) working days after said meeting. The City Manager's decision
shall conclude the administrative appeals procedure.
If an employee elects to use a certified mediator from the State Mediation and Conciliation Service, the
certified mediator shall be selected jointly by the employee and his/her designated representative, if any,
and the City. The cost of the certified mediator, if any, shall be born equally by the employee and the City.
g. City Manager
An employee may elect to submit the grievance directly to the City Manager for a final and binding
decision. Within ten (10) working days after submission of the grievance to the City Manager, the City
Manager shall meet with the employee and his/her designated representative, if any, and other
appropriate persons to assess the grievance.
The City Manager may affirm, reverse, or modify the disposition of the grievance. The City Manager shall
deliver written decision to the employee within ten (10) working days after said meeting, and such
decision shall conclude the administrative appeals procedure.
h. Extension of Time
Any or all of the time limitations mentioned above with reference to filing and response times may be
extended by mutual agreement between the employee and the City.
XLIII. FAIR EMPLOYMENT PRACTICE
The City of San Juan Capistrano assures any technique or procedure used in recruitment and selection of
employees shall be designed to measure only the job-related qualifications of applicants. No recruitment
or selection technique shall be used which, in the opinion of the Personnel Officer or designee, is not
justifiably linked to successful job performance. It is the policy of the City that no technique, procedure
or policy in recruitment and selection shall be discriminatory to any group protected by state or federal
legislation.
XLIV. NON-DISCRIMINATION POLICY
The City shall offer equal employment to all persons without regard to race, creed, color, sex, gender,
gender identity, gender expression, age, national origin, religion, medical condition, genetic information,
reproductive health decision making, physical or mental disability or military or veterans' status, or any
other legally protected class. No applicant is to be discriminated against or given preference because of
ATTACHMENT 9 - Page 28 of 31
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these factors. This policy is intended to apply to recruiting, hiring, promotions, upgrading, layoffs,
compensation, benefits, termination and all other privileges, terms, and conditions of employment.
XLV. CONTINUATION OF BENEFITS
All other fringe benefits previously granted and currently in effect to represented employees shall remain
in full force and effect for the time period of July 1, 2024, to June 30, 2027 unless modified by the
provisions of this agreement.
XLVI. SEPARABILITY
The provisions contained in this agreement have been bargained for and agreed to independently, and
no particular clause, condition, or agreement is contingent or dependent upon any other; therefore,
should any such clause, condition, or agreement be held to be void or unenforceable, the remainder of
the terms and conditions of this agreement shall remain in full force and effect.
XLVII. PERSONNEL RULES
Proposed changes to the Personnel Rules submitted during the negotiation of this agreement are
incorporated into the revised Personnel Rules.
ATTACHMENT 9 - Page 29 of 31
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This agreement, entered into this 18th day of June 2024.
SAN JUAN CAPISTRANO MUNICIPAL EMPLOYEE RELATIONS OFFICER
Benjamin Siegel, City Manager
SAN JUAN CAPISTRANO CITY EMPLOYEES ASSOCIATION
Jennifer Englehart, CEA President
ATTEST: CITY OF SAN JUAN CAPISTRANO
___________________________
Christy Jakl, City Clerk
Approved by the City Council of the City of San Juan Capistrano on this 18th day of June 2024.
ATTACHMENT 9 - Page 30 of 31
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Appendix A
PAYOUT UPON SEPARATION OF EMPLOYMENT
AGES 55 AND UP
Payout Vehicle For employees ages 55 and up at
separation, 100% of longevity pay (if any);
100% of sick leave (at applicable cash out
rate); and 50% of vacation leave shall be
contributed to the RHS account. 25% of
vacation leave shall be contributed to
401(a) and 25% in cash, subject to
applicable taxes.
401A RHS CASH
LONGEVITY PAY (if applicable) - 100% -
SICK LEAVE - 100% -
VACATION 25% 50% 25%
AGES 45-54
Payout Vehicle For employees ages 45 to 54 at separation,
50% of longevity pay (if any); 75% of sick
leave (at applicable cash out rate); and 50%
of vacation leave shall be contributed to
the RHS account. 50% of longevity pay and
25% of vacation leave shall be contributed
to 401(a). 25% of sick leave (at applicable
cash out rate) and 25% in cash, subject to
applicable taxes.
401A RHS CASH
LONGEVITY PAY (if applicable) 50% 50% -
SICK LEAVE - 75% 25%
VACATION 25% 50% 25%
AGES 31-44
Payout Vehicle For employees ages 31 to 44 at separation,
75% of sick leave (at applicable cash out
rate) shall be contributed to the RHS
account and 25% in cash, subject to
applicable taxes. 50% of vacation leave
shall be contributed to 401(a) and 50% in
cash, subject to applicable taxes.
401A RHS CASH
SICK LEAVE - 75% 25%
VACATION 50% - 50%
AGES 30 AND BELOW
Payout Vehicle For employees ages 30 and below at
separation, 25% of sick leave (at applicable
cash out rate) shall be contributed to the
RHS account and 75% in cash, subject to
applicable taxes. 25% of vacation leave
shall be contributed to 401(a) and 75% in
cash, subject to applicable taxes.
401A RHS CASH
SICK LEAVE - 25% 75%
VACATION 25% - 75%
ATTACHMENT 9 - Page 31 of 31
MEMORANDUM OF UNDERSTANDING
July 1, 2024 – June 30, 2027
BETWEEN
CITY OF SAN JUAN CAPISTRANO
AND
SAN JUAN CAPISTRANO MANAGEMENT AND
PROFESSIONAL EMPLOYEES ASSOCIATION
ATTACHMENT 10 - Page 1 of 30
1
TABLE OF CONTENTS PAGE NO.
_________________________________________________________________________
Agreement………………………………………………………………………... 1
Recognition………………………………………………………………………. 1
I. Salary……………………………………………………………………… 1
II. Pay Plan Structure……………………………………………………….. 1
III. Management Flextime…………………………………………………… 2
IV. Emergency/Disaster Response………………………………………… 3
V. Bilingual Pay………………………………………………………………. 3
VI. Work Boot Reimbursement……………………………………………… 3
VII. Deferred Compensation Program………………………………………. 3
VIII. Mileage Reimbursement………………………………………………… 4
IX. Auto Allowance…………………………………………………………… 4
X. Ride Share Program……………………………………………………… 4
XI. Tuition Reimbursement Program……………………………………….. 4
XII. Vacation…………………………………………………………………… 4
XIII. Sick Leave………………………………………………………………… 6
XIV. Bereavement Leave……………………………………………………… 8
XV. School Activity Leave…………………………………………………….. 9
XVI. Jury Duty Leave…………………………………………………………... 9
XVII. Donation of Blood………………………………………………………… 9
XVIII. Family Care Leave……………………………………………………….. 10
XIX. On-the-Job Injury Leave…………………………………………………. 10
XX. Compensation for Job Connected Illness or Injury……………………. 10
XXI. Non-Work Related Disability Leave…………………………………….. 10
XXII. Military Leave……………………………………………………………... 10
XXIII. Leave of Absence Without Pay Requested by an Employee………… 10
XXIV. Administrative Leave…………………………………………………….. 11
XXV. Unauthorized Absence…………………………………………………... 11
XXVI. Holidays…………………………………………………………………… 11
XXVII. Floating Holiday…………………………………………………………... 13
XXVIII. Medical, Vision, Dental, Insurance and Cobra………………………… 13
XXIX. IRS Code Section 125 Plan…………………………………………….. 14
XXX. Retiree Health Savings Account………………………………………… 14
XXXI. Life Insurance…………………………………………………………….. 15
XXXII. CalPERS Long Term Care………………………………………………. 15
XXXIII. Pre-Paid Legal Services…………………………………………………. 15
XXXIV. College Savings Program (529 Plan)…………………………………… 15
XXXV. Retiring Employee Recognition Program………………………………. 15
XXXVI. Retirement Plan…………………………………………………………... 15
XXXVII. 401(a) Program…………………………………………………………... 16
XXXVIII. Short/Long-Term Disability Insurance…………………………………. 16
XXXIX. Acting Status……………………………………………………………… 17
XL. Reclassification of Position……………………………………………… 17
XLI. Promotions, Transfers and Voluntary Demotions …………………….. 17
XLII. Layoffs and Re-Employment……………………………………………. 19
XLIII. Grievance Procedure…………………………………………………….. 22
XLIV. Fair Employment Practice……………………………………………….. 24
ATTACHMENT 10 - Page 2 of 30
2
XLV. Non-Discrimination Policy……………………………………………….. 25
XLVI. Continuation of Benefits…………………………………………………. 25
XLVII. Separability………………………………………………………………... 25
XLVIII.
Personnel Rules…………………………………………………………..
25
APPENDICES
Appendix A Payout at Separation of Employment
ATTACHMENT 10 - Page 3 of 30
1
AGREEMENT
This agreement is entered into by the parties on behalf of the City of San Juan Capistrano,
hereinafter known as “the City,” and the San Juan Capistrano Management and Professional
Employees Association, hereinafter known as “the Management Association,” in accordance
with the provisions of Section 3500-3510 of the California Government Code, otherwise
known as the Meyers-Milias-Brown Act, and the Employer-Employee Relations Resolution of
the City of San Juan Capistrano for the period of time commencing Jul y 1, 2024, through
June 30, 2027. All provisions of this agreement are effective upon adoption of this agreement
by the City Council unless otherwise specified.
RECOGNITION
The City recognizes the Management Association as the “recognized employee organization”
for all employees within the unit of representation, consisting of regular full-time employees
in the following classifications:
Accounting Manager
Assistant City Clerk
Principal Planner
Public Works Manager
Assistant Finance Director
Assistant Development Services Director
Rate and Administration Manager
Safety & Emergency Services Manager
Assistant Public Works Director Senior Accountant
Building and Code Enforcement Manager Senior Civil Engineer
Building Official Senior Civil Engineer-Environmental Services
City Engineer Senior Engineer
Community Services Manager Senior Financial Analyst
Economic Development/Redevelopment Manager Senior Management Analyst
Environmental Programs Analyst Senior Planner
Executive Services Manager
Finance Manager
Systems Business Analyst
Technology Services Manager
Historic Preservation Manager
Management Analyst
Principal Analyst
I. SALARY
July 1, 2024 – 8% Wage Increase
July 1, 2025 – 3% Wage Increase
July 1, 2026 – 3% Wage Increase
July 1, 2024, one-time payment of $4,000, subject to applicable taxes.
II. PAY PLAN STRUCTURE
The basic pay range of all classifications shall consist of a Basic Compensation Schedule
of hourly, bi-weekly, and monthly rates. There shall be a five-percentage difference
between each step in a five-step range.
ATTACHMENT 10 - Page 4 of 30
2
A. Pay Increases
On each anniversary date an employee shall be eligible for a one step (5%) adjustment
until the maximum pay rate of the assigned class is reached. The adjustment shall be
implemented upon recommendation by the Department Head and approval by the
Personnel Officer. Pay adjustments delayed because of unsatisfactory performance,
but granted after the anniversary date, shall affect the anniversary date and date the
next pay increase will be considered.
B. Pay Adjustment Upon Promotion
Upon promotion, an employee is entitled to advance to the nearest step of the new
range that is at least 5% higher than the previously assigned rate.
C. Pay Adjustment Upon Demotion
When an employee is voluntarily demoted, a mutually agreed-upon pay step in the
new range shall be assigned. When an employee is demoted as a result of disciplinary
action, the appointing authority imposing the discipline shall set the step.
D. Pay Adjustment Upon Re-employment
Upon re-employment, an employee shall be assigned the same step in the salary
range that had been attained prior to layoff. Benefit accruals shall be equal to the
benefit level the employee attained prior to layoff, except as precluded by applicable
law.
E. Special Merit Pay
A pay adjustment of up to 5% may be granted in advance of an employee’s
anniversary date in recognition of exceptional performance. The adjustment shall be
made in rare cases and shall be recommended by the responsible Department Head
and approved by the Personnel Officer or designee and must be accompanied by a
current employee evaluation and memorandum supporting the request. Special merit
increases shall have no effect upon the anniversary date at which a regular step
increase may be considered (i.e., a second step advancement can occur at one’s
anniversary date.)
III. MANAGEMENT FLEXTIME
Management personnel may flex their schedule as needed during the pay period to allow
for required attendance at extraordinary events or meetings or unscheduled or emergency
situations. This option allows the management employee to operate with professional
flexibility. Use of flextime will require prior approval by the Department Head. Although
management employees have the ability to flex their schedules, this does not include
telecommuting in-lieu of coming into the workplace.
ATTACHMENT 10 - Page 5 of 30
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IV. EMERGENCY/DISASTER RESPONSE
Employees exempt from the Fair Labor Standards Act are expected to work the hours
necessary to complete the requirements of the position. In certain major emergency
and/or disaster circumstances as declared and approved by the City Manager or
designee, exempt employees may be eligible to receive additional compensation (as
determined by the City Manager) for emergency/disaster response, including, but not
limited to, major fires, floods, earthquakes, terrorism events, or other natural or manmade
disasters. The City Manager’s decision cannot be appealed or grieved. The City shall
make reasonable efforts to provide meals, food, and shelter for all employees and
volunteers responding to such incident(s), or the City may reimburse an employee or
volunteer for reasonable expenses, as determined by the City Manager or designee.
V. BILINGUAL PAY
Qualified management employees who meet the following criteria shall receive a monthly
stipend in recognition of their ability:
1. Employee must be assigned by the City Manager or designee to speak and/or
translate written material in a language in addition to English. This includes such
specialized communication skills as sign language.
2. Employees must, as needed, speak and/or translate a second language.
3. Employees able to communicate and/or translate verbal information shall receive
$85 per month.
4. Employees able to translate verbal and written information shall receive $125 per
month (i.e., the employee receives $125 per month because of the additional ability
to translate written information, rather than the $85 noted above that is provided to
an employee who provides verbal translation only). Employees assigned to
translate written information will be required to be deemed qualified by the City.
The City, at its discretion, may reassign an employee from a bilingual assignment to a
position that does not require bilingual certification. An employee in a bilingual
assignment may request assignment to a position that does not require bilingual
certification. The request shall be made in writing to the City Manager or designee, who
will consider it according to City needs and availability of a qualified replacement.
VI. WORK BOOT REIMBURSEMENT
The City will provide a work boot reimbursement up to $400 annually for all field positions
in the unit of representation.
VII. DEFERRED COMPENSATION PROGRAM
ATTACHMENT 10 - Page 6 of 30
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City Employees may elect to have a portion of their salary withheld. Effective July 1, 2024,
the City shall provide matching contributions up to one-hundred dollars ($100) per month.
The deferred amount is tax free until actually received and is invested in the meantime.
As prescribed by applicable laws or plan provisions, funds may be withdrawn upon
resignation, retirement or to a beneficiary upon death.
VIII. MILEAGE REIMBURSEMENT
Management employees shall receive mileage reimbursement in accordance with IRS
standards for all miles driven per month that exceed the $80.00 auto allowance below.
Mileage from home to work and from work to home shall be deducted from any mileage
calculation. Reimbursement is calculated by taking the total actual miles driven, multiplied
by the current IRS reimbursement rate, minus the $80.00 auto allowance.
IX. AUTO ALLOWANCE
Management employees shall receive a monthly automobile allowance of $80.00.
X. RIDE SHARE PROGRAM
Employees who carpool, walk, bike, take the bus or the train to and from work at least
twice per week shall, at the end of the fiscal year, be eligible for nine (9) hours of additional
floating holiday time in the next fiscal year. Employees may qualify for this incentive by
participating 104 times in the fiscal year (i.e., an average of 2 times per week x 52 weeks
= 104 occasions). The Human Resources Department will provide the necessary forms
associated with this program.
XI. TUITION REIMBURSEMENT PROGRAM
The Management and Professional Employees are hereby made eligible for the City’s
Tuition Reimbursement program. The annual benefit shall be up to a maximum of
$5,000/fiscal year for an employee, for a degree from an accredited college or university
or certification program. The date of the final class day will determine which fiscal year
the reimbursement falls under.
The City will provide up to $20,000 annually for all City employees to participate and
carryover any remainder to the next fiscal year up to a total pool amount of $35,000. If
annual requests exceed amount available, amounts would be pro-rated based on
requests.
Program details are identified in Administrative Policy No. 214, Employee Tuition
Reimbursement Program and the Personnel Rules.
XII. VACATION
A. Vacation Accrual
Management employees shall accrue vacation hours based on the following schedule:
ATTACHMENT 10 - Page 7 of 30
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Length of Service Annual Hours Accrued
0-3 years 108
4-7 years 145
8-10 years 160
11-19 years 175
20 or more years 180
Accrual at the next highest incremental rate shall commence on the first day of the
fourth, eighth, eleventh and twentieth year of employment, respectively. For example,
an employee who started employment on 1/1/2010 would accrue 108 hours of
vacation leave until 1/1/2013, at which time the accrual rate would increase to 145
hours annually.
The maximum amount of vacation time, which may be accrued by management
employees and used, for time-off shall be 300 hours. The maximum amount of
vacation time, which will be compensated for in cash upon separation from City, shall
be 300 hours. It shall be the responsibility of the employee and the Department Head
to assure that employees utilize credited vacation leave within the limitations set forth
herein.
Bargaining unit employees who have reached the maximum accrual of 300 hours shall
have the right to “cash-out” up to fifty (50) hours of vacation per year if they have used
at least two (2) weeks of vacation within the previous twelve (12) months and obtain
approval from their Department Head. Effective July 1, 2024, employees may cash-
out up to sixty (60) hours of vacation per year. Requests to “cash-out” vacation based
on the criteria stated above may be submitted when a bargaining unit employee
reaches 280 hours. The hours will be paid out to the employee during the pay period
when the employee reaches 300 hour limit to avoid the loss of any accrual due to the
limit being reached.
B. Vacation Usage
The time during the calendar year at which an employee may take vacation leave shall
be determined by the Department Head but with due consideration of the employee’s
request and particular regard for the needs of the City. Eligible employees shall accrue
vacation beginning with the date of hire.
C. Vacation Benefits - Separation of Employment
Upon separation of employment, see Appendix A, Payout at Separation of
Employment.
D. Holidays Occurring During Vacation
When one or more legal municipal holidays fall within a vacation leave, such day or
days shall not be charged as the vacation leave.
ATTACHMENT 10 - Page 8 of 30
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XIII. SICK LEAVE
Sick leave shall mean the time during which an employee is permitted to be absent from
the duties of City service by reason of sickness or injury which incapacitates or prevents
the employee from performing assigned duties, without any deduction being made from
salary or compensation, and shall include, in certain cases, serious illness or death of a
member of the employee’s immediate family. An employee may also designate one
person per 12-month period at the time the employee requests family sick leave.
It will be the responsibility of the Department Head to periodically review the use of sick
leave in the department. Abuse of sick leave may be used as a factor in determining
employee performance for employee evaluations. The legitimate use of sick leave, which
qualifies under the FMLA, shall not be used as a factor in determining employee
performance for evaluations.
A. Sick Leave Allowance
Employees shall be entitled to eight (8) hours sick leave for each calendar month of
service. There shall be no limit on the amount of sick leave which may be
accumulated.
B. When Sick Leave May Be Taken
Sick leave may not be used until it is earned and shall be taken only in case of actual
and necessary sickness or disability of the employee. Eligible employees may utilize
a maximum of ninety-six (96) hours of accumulated sick leave with pay in the event of
1) the employee’s presence is required elsewhere because of family medical and
dental appointments, serious illness, injury, or disability or death of member of the
employee’s immediate family; and 2) official order to appear in court as a litigant or as
a witness; and 3) personal necessity as defined and limited below.
Sick leave shall not be used in-lieu of or in addition to vacation for the intent of
extending vacation. When an employee is compelled to be absent from employment
by reason of injury arising from and in the course of City employment as determined
by the Workers’ Compensation law, the employee shall apply accrued sick leave, if
any, in such amount that when added to Workers’ Compensation benefits equals the
employee’s gross salary. Earned vacation time off shall be utilized in a similar manner.
If an employee exhausts his/her sick leave during the course of a personal illness,
vacation leave may be used to cover the absence. Sick leave accrued during a pay-
period may be used by the employee during that pay-period.
Personal necessity leave can be used by an employee at a rate of twenty-four (24)
hours per year for absences other than illness or disability, and the absences shall be
deducted from accumulated sick leave. Sick leave or personal necessity leave is not
intended for taking care of personal business, which could be taken care of at another
time.
ATTACHMENT 10 - Page 9 of 30
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Personal necessity is considered to be:
i. A personal matter that requires your attention which cannot be taken care
of except during the normal working hours; or,
ii. A matter that requires your attention, such as a hot water heater flooding
your home, fire, or robbery.
The nature of the personal necessity need not be disclosed in writing on the Absence
Request Form, but it shall be discussed with the employee’s Supervisor, Department
Head, and the Personnel Officer or designee. All parties involved shall treat this
information confidentially.
C. Notification of Illness by Employee
Except in emergency situations, an employee on sick leave shall notify their supervisor
no later than the time set for beginning daily duties. When on FMLA leave, the
employee will be required to notify the City in compliance with the Family Medical
Leave Act.
D. Return From Sick Leave
Upon returning from sick leave, a physician’s certification may be required if, in the
opinion of the Department Head, it appears that an employee may be abusing sick
leave privileges or to determine the validity of the employee’s absence during the time
for which sick leave was requested.
Any employee absent from duty on sick leave for three (3) consecutive work days due
to illness or accident may, at the discretion of the Department Head, be required to
submit to a physical examination by a physician designated by the City to determine
fitness to return. The cost of this examination is borne by the City.
E. Sick Leave Payout Prior to Separation of Employment
i. Cash-out of Sick Leave
Employees with more than 288 hours of accrued sick leave may cash-out that
portion of such leave above 288 hours at the payout levels established in Section
7.13 of the Personnel Rules and Regulations.
In July of each year, employees with more than 288 hours of accrued sick leave
who have used eighteen (18) hours or less of sick leave during the past fiscal year
(July 1 – June 30), may cash-out up to eighteen (18) hours of sick leave at a
conversion rate of 100%. This will be paid out on the last paycheck in July.
ii. Conversion of sick leave to Vacation Leave
ATTACHMENT 10 - Page 10 of 30
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Employees with more than 288 hours of accrued sick leave may convert to
vacation leave that portion of such leave above 288 hours at the payout levels
established in Section 7.13 of the Personnel Rules and Regulations.
In July of each year, employees who use eighteen (18) hours or less of sick leave
during the prior fiscal year (July 1 – June 30) shall be allowed to convert up to
twenty-seven (27) hours to vacation leave at a conversion rate of 100%, provided
that they that they retain at least eighty (80) hours of accrued sick leave after the
conversion.
iii. Conversion of Sick Leave to Deferred Compensation
In July of each fiscal year, employees may cash-out up to forty (40) hours of sick
leave, at the payout levels established in Section 7.13 of the Personnel Rules and
Regulations, provided they have contributed an equivalent amount of a Deferred
Compensation account over the past fiscal year (July 1 – June 30) and will have
at least eighty (80) hours of sick leave remaining after the conversion.
F. Sick leave Compensation Upon Termination of Employment
City employees who terminate employment within the City shall be compensated as
noted in Appendix A, Payout at Separation of Employment, for unused sick leave at
the final rate of pay based on the following:
Employees Hired Before July 1, 1999
Less than 2 years: None
Less than 15 years: 50%
15 to less than 20 years: 75%
20 or more years: 100%
Employees Hired On or After July 1, 1999
Less than 2 years: None
More than 2 years: 50%
There shall be no maximum amount of unused sick leave eligible for cash
compensation subject to the foregoing schedule.
XIV. BEREAVEMENT LEAVE
An employee shall be granted a leave without loss of pay in case of death of a member
of the employee’s immediate family. Such leave is designated as bereavement leave. Up
to five (5) days leave without loss of pay shall be granted for the death of a member of the
employee’s immediate family. Immediate family as used in this section is defined as the
employee’s spouse, registered domestic partner, child, foster child, grandchild,
stepparent, legal guardian, stepchild, parent, brother, sister, grandparent, grandparent-in-
law, mother-in-law, father-in-law or:
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A. Any other relative by blood or marriage who is a member of the employee’s household.
(Employees may be required to submit proof that the deceased relative was a member
of the employee’s household prior to the time of death.)
B. Any other relative of the employee by blood or by marriage where it can be established
by the employee that as a result of such relative’s death, the employee’s presence is
required to handle funeral arrangements and/or matters of estate.
In addition, bereavement leave may be granted on a case-by-case basis under other
circumstances at the discretion of the City Manager or designee when it is in the best
interest of the City to do so. Time off beyond these parameters shall be charged to any
type of available leave.
XV. SCHOOL ACTIVITY LEAVE
Pursuant to California Labor Code Sections 230.7 and 230.8, parents, guardians and
grandparents having custody, of school-age children shall be allowed leave from their
jobs, with or without pay, as may be necessary to participate in school activities such as
parent-teacher conferences, disciplinary matters, school programs and related events
with their children. Such leave is limited to forty (40) hours per school year, at a maximum
of eight (8) hours per month. Employees must give reasonable advance notice to the
employer to permit work coverage and may be required to provide documentation from
the school that the employee participated in the activity on the specific date and time.
Leave properly requested in advance shall not be denied.
XVI. JURY DUTY LEAVE
Regular and probationary employees who are summoned to serve on jury duty in any
court in this State of the United States, or any administrative board of tribunals, shall be
entitled to a leave of absence with pay while serving. Employees may keep fees and fees
for mileage received while serving. Employees must return to work if not required to
attend jury duty on a particular day.
An employee who is release from jury duty with four (4) hours or more remaining in his or
her normal work day shall report to supervisor. Reporting back means that the employee
has contacted his/her supervisor via a phone call (not a voicemail message), text, or
email, and received a response back from the supervisor. An employee may be required
to show proof of attendance to serve on jury duty.
XVII. DONATION OF BLOOD LEAVE
The City shall grant each employee in the unit of representation reasonable time off for
the purpose of donating blood in connection with any City-sponsored blood drive. No
charge will be made against vacation, sick or any other type of leave when such absence
is approved in advance by the employee’s supervisor/Department Head.
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XVIII. FAMILY CARE LEAVE (SEE THE CITY’S PERSONNEL RULES AND REGULATIONS)
XIX. ON-THE-JOB INJURY LEAVE
Whenever an employee is compelled to be absent from active duty due to an injury
disability arising out of and in the course of employment, such employee shall be entitled
to receive an On-the-Job Injury Leave With Pay for up to the first three (3) consecutive
working days of such absence. The granting of such leave shall be conditioned upon the
following:
A. The absence is at the discretion of a licensed medical physician or other designated
health care professional.
B. Supervisory personnel have been properly notified of such injury or disability and an
on-the-job injury report has been properly completed and submitted.
C. The injury occurred while the employee was performing work duties on the job.
Whenever the On-the-Job Injury Leave extends beyond the first three (3) working days,
the employee will be allowed to use accrued leave to supplement the Workers’
Compensation allowance to achieve the equivalent of 100% of his/her salary.
XX. COMPENSATION FOR JOB CONNECTED ILLNESS OR INJURY
In accordance with Workers’ Compensation laws, the City provides protection for
employees in the event of on-the-job injuries. If an employee is injured on the job, the
injury must be reported immediately to the supervisor – no matter how minor it seems. If
necessary, the employee should receive first aid or medical treatment. Detailed
instructions shall be given to the employee to initiate a Workers’ Compensation claim, as
necessary. The Personnel Officer or designee shall assure that required forms are
completed in a timely manner.
XXI. NON-WORK RELATED DISABILITY LEAVE
If an employee is compelled to be absent from active duty due to a non-work-related
disability or accident, the City shall grant a leave of absence in accordance with State
disability laws. The City provides short-term and long-term disability insurance coverage
to assist an individual when this situation arises.
XXII. MILITARY LEAVE
Military leave shall be granted in accordance with the provisions of State and Federal Law.
All employees applying for military leave shall give the Department Head, within the limits
of military regulations, an opportunity to determine when such leave shall be taken.
Employees may use all available accrued time except for sick time to cover any regularly
scheduled work hours that occur during said leave.
XXIII. LEAVE OF ABSENCE WITHOUT PAY REQUESTED BY AN EMPLOYEE
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The Personnel Officer or designee, upon recommendation of the Department Head, may
grant a leave of absence without pay. No such leave shall be granted except upon written
request of the employee, setting forth the reason for the request. All requests shall be
evaluated on the basis of personal need, duration, and work requirements. Any leave of
absence without pay lasting more than fourteen (14) calendar days shall preclude an
employee from accruing leave time and other benefits after the 14th day.
XXIV. ADMINISTRATIVE LEAVE
All employees designated as Management shall accrue eighty (80) hours additional leave
per year as compensation for hours worked over and above the normal work schedule.
No more than sixty-four (64) hours may be carried over at any time into a new fiscal year.
City will pay full accrued amount of Administrative Leave at separation. Administrative
leave may be taken at any time on approval of the appointing authority. Management
employees may cash out up to seventy (70) hours each year, at the request of the
employee. Management employees shall have the option of cashing out Administrative
Leave in December and in June of each year, not to exceed seventy (70) hours, in any
fiscal year; and/or carry over up to sixty-four (64) hours of Administrative Leave at the end
of the Fiscal Year, provided no more than sixty-four (64) hours are carried at any time.
For payout at separation, see Appendix A, Payout at Separation of Employment.
XXV. UNAUTHORIZED ABSENCE
A City employee who without prior authorization is absent or fails to discharge regularly
assigned duties for a period of twenty-four (24) consecutive work hours shall be
considered to have abandoned the job and may be subject to disciplinary action, including
discharge.
XXVI. HOLIDAYS
All City employees shall have the following holidays with pay and shall not be required to
work on such holidays except as hereinafter provided:
A. January 1st (New Year’s Day)
B. Third Monday in January (Martin Luther King, Jr. Day)
C. Third Monday in February (Washington’s Birthday)
D. Last Monday in May (Memorial Day)
E. July 4th (Independence Day)
F. First Monday in September (Labor Day)
G. November 11th (Veteran’s Day)
H. Fourth Thursday in November (Thanksgiving Day)
I. The day following Thanksgiving Day
J. December 24th (Christmas Eve)
K. December 25th (Christmas Day)
L. December 31st (New Year’s Eve Day)
M. Floating Holiday (20 hours)
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Whenever a holiday falls on a Sunday not scheduled as a regular work day, the following
Monday shall be observed as the holiday. Whenever a holiday falls on a Saturday not
scheduled as a regular work day, the City will recognize the holiday on a case by case
basis and observe it either on the Friday before the holiday or the Monday after the
holiday, based on the needs of the community. The determination of the holiday
observance will be made when the City issues the master holiday schedule each year.
The exception to this is as outlined in the City Hall Holiday Closure Schedule.
Employees on a 9/80 schedule will be able to bank holiday hours for those holidays that
occur on their flex day off. The following shall apply to the use of Holiday banked hours:
i. Banked hours will be capped at twenty-four (24).
ii. Hours banked are not compensable – they cannot be cashed out.
iii. Banked hours must be used before any other kind of leave, except for sick
leave.
iv. Employees will be strongly encouraged to use banked hours within a
reasonable period of time, preferably by the end of each fiscal year.
An employee must have been paid for the entire amount of the regularly scheduled hours
of the days immediately prior to and following a City holiday in order to be paid holiday
pay.
A. City Hall Holiday Closure Schedule:
City Hall shall be closed from Christmas Eve through New Year’s Day.
Year 1 City Hall closed 12/24/24 – 1/1/25. Employees able to use leave time to cover 12/26,
12/27, and 12/30; 12/24=12/24, 12/25=12/25, 12/31=12/31, and 1/1/25=1/1/25.
Year 2 City Hall closed 12/24/25 – 1/1/26. Employees able to use leave time to cover 12/26,
12/29, and 12/30; 12/24=12/24, 12/25=12/25, 12/31=12/31, and 1/1/26=1/1/26.
Year 3 City Hall closed 12/24/26 – 1/1/27. Employees able to use leave time to cover 12/28,
12/29, and 12/30; 12/24=12/24, 12/25=12/25, 12/31=12/31, and 1/1/27=1/1/27.
Certain offices will remain open and certain employees will be required to work to provide
essential services in the same manner as was done with Furloughs. Employees shall use
appropriate accrued paid leave (Management Leave, Personal Necessity Leave, Holiday
Bank or Vacation Leave, Floating Holiday, not Sick Leave – except for Personal Necessity
Leave), or leave without pay to cover the closed days that would otherwise be work days
from the day after the Christmas Day holiday through the day before the New Year’s Eve
holiday.
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XXVII. FLOATING HOLIDAY
Probationary and regular full-time employee shall be credited with a total of twenty (20)
hours of compensated time off on July 1st of each year. The time(s) which the employee
may elect to use this leave shall be arranged with and approved by the employee’s
supervisor. The floating holiday hours must be used prior to June 30th or shall be forfeited.
Employees hired on July 1st through September 30th receive twenty (20) hours of floating
holiday, employees hired on October 1st through December 31st receive fifteen (15)
hours of floating holiday, employees hired on January 1st through March 31st receive ten
(10) hours of floating holiday, and employees hired on April 1st through June 30th receive
no floating holiday.
XXVIII. MEDICAL, VISION, DENTAL INSURANCE AND COBRA
The City provides medical, vision and dental insurance for City employees. The insurance
becomes effective the first day of the month following the date of hire.
A. Medical Insurance – CalPERS
The City provides active employees in the bargaining unit up to the highest CalPERS
HMO premium in each coverage category (E, E+1 or E+Family). If the plan the
employee elects cost less than the highest HMO for his/her category, the employee’s
premiums are fully paid by the City, and the employee does not receive the difference
between the highest HMO amount and the cost of the plan he/she selects. If the plan
the employee selects costs more than the highest HMO for his/her category, the
difference is paid by the employee through pre-tax payroll deduction.
The City’s “total” contribution is calculated by adding the cost of the City’s dental
insurance and vision insurance premiums to the highest HMO medical premium, in
each coverage category. Together this is the “Highest HMO Amount.”
The Highest HMO Amount will be compared to the Highest HMO Amount for the
previous year by coverage type (E, E+1 or E+Family). Due to rate changes, the new
Highest HMO premium may be a different medical plan from a different health
insurance carrier.
Effective January 1, 2020, the City’s total contribution will decrease to 60% of the
increase. If the new Highest HMO Amount is the same or less than the previous year’s
total, the City’s total contribution will remain the same.
B. Opting out of Medical Insurance
The City shall allow employees who show proof of group medical insurance coverage
provided by a spouse, to opt out of the City’s medical insurance coverage. The City
shall provide to employees who wish to opt out of medical insurance coverage and
meet the above criteria, an “opting out” amount of $325 per month. Employees must
remain enrolled in the City’s dental and vision plans. These premiums will be paid for
by the City.
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C. Vision Insurance – Vision Service Plan
D. Dental Insurance – Aetna
Effective January 1, 2015, the maximum allowable benefits under the dental insurance
policy will increase from $1,000 to $2,000.
E. COBRA
The Consolidated Omnibus Budget Reconciliation Act of 1985 (COBRA) requires that
the group health plans provide employees and their dependents the opportunity to
continue health care coverage under the plan in certain circumstances where
coverage under the group health plan would otherwise terminate. While the City must
make continued health coverage available, it can charge qualified beneficiaries up to
102% of the cost of coverage if continuation of benefits under the group plan is
desired. This coverage is currently administered by a third party.
F. Health Benefits While on Disability Leave of Absence
Whenever an employee is absent from work due to a physical or psychological injury
or illness, the City shall maintain the employee’s coverage under the City’s group
health plan on the same conditions as coverage would have been provided if the
employee has been employed during the leave period, for a period not to exceed
twelve (12) continuous months.
XXIX. IRS CODE SECTION 125 PLAN
The City shall set up an Employees’ Benefit Package, under IRS Code Section 125, to
pay for medical, dental and vision premiums. The City shall provide to active employees
in the bargaining unit a basic employee contribution amount equal to the PEMCHA
minimum contribution amount and a cafeteria amount, which added together equals the
contribution amount as specific in Section XXVIII. Employees shall have the ability to
elect which medical carrier to enroll with. Dental and vision insurance coverage shall also
be part of the active employees’ benefit package.
The City will provide employees the opportunity to participate on a voluntary basis in a
Dependent Care Assistance Program (Section 129) under Internal Revenue Code Section
125, which allows employees to redirect part of their salary, before it is taxed, t o be used
for child, elderly and dependent care and eligible medical expenses.
XXX. RETIREE HEALTH SAVINGS ACCOUNT
Employees shall make mandatory contributions to the retiree health savings plan
establish through ICMA-RC. Contributions are based on the schedule below.
Years of
Service
Bi-Weekly
Contribution
0-5 $15.00
6-10 $20.00
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11-15 $25.00
15+ $30.00
At the time of separation, see Appendix A, Payout at Separation of Employment.
XXXI. LIFE INSURANCE
The value of life insurance coverage for each management employee is equal to one and
one-half times the annual salary, plus $20,000.
XXXII. CALPERS LONG TERM CARE
This program is periodically offered through CalPERS at the sole expense of the
employee.
XXXIII. PRE-PAID LEGAL SERVICES
The City will offer this benefit at the sole expense of the employee.
XXXIV. COLLEGE SAVINGS PROGRAM (529 PLAN)
The City will offer this benefit at the sole expense of the employee.
XXXV. RETIRING EMPLOYEE RECOGNITION PROGRAM
The Retiring Employee Recognition Program provides for a salary incentive for long-term
City service. The guidelines and definitions for this program are detailed in Administrative
Policy No. 223, Retiring Employees Recognition Program (Incentive for Long-Term City
Services). Employees hired on or after July 1, 2009, are not eligible to participate in this
program.
XXXVI. RETIREMENT PLAN
All full-time employees automatically become a member of the Orange County Employees
Retirement System (OCERS). The City shall pay 100% of the management employee’s
share of the retirement contribution.
Effective September 25, 2003, the employees of the bargaining unit received an
enhanced benefit formula of 2.7% @ age 55 based on the three (3) highest years of
service. This enhanced benefit formula will be applicable to all years of services. The
employees of the bargaining unit will contribute 5.01% of base salary as a payroll
deduction towards the cost of the enhanced retirement benefit.
Effective July 1, 2012, each employee shall pay 50% of the employee contribution that
was being paid on behalf of the employee by the City prior to July 1, 2012. Effective July
1, 2013, each employee shall pay the full employee contribution to retirement and the City
will no longer pay any portion of the employee’s contribution to retirement. The intent of
these changes is to have employee’s paying the employee contribution to retirement and
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the City paying the employer contribution to retirement. The changes are being phased
in two (2) years with the first change taking effect on July 1, 2012, and the second change
taking effect on July 1, 2013.
Effective January 1, 2012, any new employees hired on or after January 1, 2012, shall
pay the full employee contribution to retirement with no payment of the employee’s
contribution by the City.
Effective on or about July 1, 2012, the City shall implement a second tier of retirement
formula (2% @ 57). This second tier retirement formula shall apply to all employees hired
on or after the date the second tier formula becomes effective.
In accordance with the 2012 Pension Reform Act, effective January 1, 2013, the City shall
implement a third retirement formula which shall apply to new employees who become
new members, as defined by the Pension Reform Act, of the Orange County Employees
Retirement System, on or after January 1, 2013.
Effective January 1, 2015, employees that are new to public service may choose between
two (2) retirement plan options:
1. The Orange County Employees Retirement System’s 2.5% @ 67 defined benefit
retirement formula.
or
2. Hybrid Plan: The Orange County Employees Retirement System’s 1.62% @ 65
defined benefit formula combined with a 401(a) defined contribution retirement
plan. Employees who choose the Hybrid Plan may make voluntary and irrevocable
e contributions, including leave payouts, to the 401(a) defined contribution
retirement plan. The City will match an employee’s contribution to the 401(a)
defriend contribution plan up to one (1%) of the employee’s base salary.
Eligible employees have thirty (30) days from the date of hire to elect the 2.5% @ 67
defined benefit retirement formula or the 1.62% @ 65 Hybrid Plan. In the event an eligible
employee does not make an election during the thirty (30) day period, it will be deemed
that the employee elected the 2.5% @ 67 defined benefit retirement formula.
XXXVII. 401(a) PROGRAM
The City will establish and administer a 401(a) program through ICMA subject to the
provisions allowable under current regulations for this type of program. The City shall
make the necessary changes to the 401(a) plan document and any and all applicable City
policies to reflect the payout provisions noted in Appendix A, Payout at Separation of
Employment.
XXXVIII. SHORT/LONG-TERM DISABILITY INSURANCE
Eligible employees shall receive short and long-term disability coverage or income
protection of up to two-thirds of salary during disability periods due to non-job related
injury or illness up to a maximum percentage of salary.
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XXXIX. ACTING STATUS
Shall be the temporary assignment of a regular or probationary employee to a higher level
classification to fill a vacant position or to provide a replacement for an employee who
remains on a leave of absence. Employees given an acting assignment for fourteen (14)
calendar days or more shall receive acting status pay equivalent to the maximum salary
rate for that position such that the minimum adjustment would be least 5% above the
employee’s current salary with the approval of the Department Head and the Human
Resources Manager. Acting status shall be retroactive to the first day and subject to no
additional benefits.
An Acting Appointment shall generally be less than twelve (12) months duration and
generally only last for the duration of the recruitment process. Extensions beyond twelve
(12) months shall be subject to the approval of the City Manager or designee. If the
position or the employee is one that falls under representation by MPEA, the City shall
inform MPEA of the extension and the reasons for extension.
XL. RECLASSIFICATION OF POSITION
Whenever a position is reclassified which is currently occupied by an incumbent who is
satisfactorily performing the duties of the proposed position, the City shall place that
incumbent in the reclassified position, without the need to undertake a recruitment. Such
reclassifications shall not result in demotion.
A reclassification may occur when the essential duties of a position change due to new
technology, new regulations or laws, reorganization within the City, or other compelling
reasons that increase to a higher level the duties performed by the position.
The City shall notify the Association whenever a reclassification is to occur to allow the
Association to request to meet and confer over the impact and salary of the position.
Reclassification of an employee in a reclassified position may occur, at the City’s
discretion, if s/he has been satisfactorily performing the duties of the position for at least
six (6) months, as evaluated by the Department Head.
Out-of-Class grievances that result in position reclassifications shall also result in the
reclassification of the employee, provided s/he has been satisfactorily performing the
duties of the position for at least six (6) months, as evaluated by the Depart ment Head.
XLI. PROMOTIONS, TRANSFERS AND VOLUNTARY DEMOTIONS
A. Promotions
Promotion refers to the movement of an employee from a lower level position in one
class to another class imposing higher duties and responsibilities, requiring higher
qualifications, and providing a higher maximum rate of pay.
Insofar as practical and consistent with the best interest of the City, as determined by
the Personnel Officer or designee, vacancies shall be filled by promotion from within
whenever qualified employees exist. Promotion-only classes will be established by
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the Personnel Officer or designee in consideration of input from the Department
Heads.
i. Requirements for Promotional Candidates
Only regular employees who meet the requirements set forth in the Classification
Plan and who received a satisfactory overall rating at the time of their last
performance evaluation may compete in promotional opportunities. Any
employee who wishes to apply for promotional opportunity must also have
completed at least six (6) months in their present position.
ii. Rejection Following Promotion
An employee rejected during or at the conclusion of the probationary period
following promotional appointment shall be reinstated to the position from which
he/she was promoted, or comparable position or class from which he/she was
promoted and shall receive credit for time served in the promotional position
unless charges are filed and the employee is discharged in the manner provided
for in the rules and regulations.
B. Transfers
A transfer occurs when an employee changes positions, which are in the same
classification having the same maximum salary and requiring substantially the same
qualifications. This may or may not involve a change of an employee’s place of
employment from one department to another.
i. Conditions for Transfer
An employee, who does not possess the minimum qualifications for an open
position, shall not be transferred to that position. A qualified employee may be
transferred, provided the employee’s supervisor, the new supervisor and the
Personnel Officer or designee have approved the transfer.
ii. Employee Requested Transfers
New employees, who have completed their probationary period in their current
positions, may apply for a transfer. All other employees, who have worked a
minimum of six (6) months in their current position, may apply for a transfer. A
request may be submitted only when a vacancy exists. The employee’s request
for transfer will be considered on the basis of the employee’s qualifications for
the vacant position, the employee’s best interest, and the best interest of the
City. Requests for transfers must be received according to deadlines established
by the Personnel Officers or designee.
iii. Employer Initiated Transfers
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The City of San Juan Capistrano reserves the right to transfer its employees from
one position to another, or one department to another, if the transfer is necessary
for the purpose of economy or efficiency.
iv. Job Transfer Opportunities
The City shall consider lateral transfers and promotional opportunities to vacant
positions within the same or similar job class. The employee requesting the
transfer must have had a “satisfactory” rating on their last evaluation and meet
the minimum qualifications for the position. The City would have no obligation to
hire any of the applicants for transfer.
C. Voluntary Demotion
A regular employee may request a voluntary demotion to a vacant position in a class
with a lower maximum salary rate provided the employee possesses the
qualifications of that class.
Such requests must be filed with the Personnel Officer and require approval of the
current Department Head and that of the Department Head of the vacant position.
XLII. LAYOFFS AND RE-EMPLOYMENT
A. Conditions for Layoff
The City Manager, with the concurrence of the City Council, may abolish any position,
because of material change in duties and organization, or shortage of work or funds.
The employee holding such position or employment may be laid off without disciplinary
action and without the right of appeal. No regular employee shall be laid off until all
temporary and probationary employees holding positions in the same class in the
department are first laid off. Only those employees in the department assigned to the
class in which the position is to be abolished shall be involved in this layoff procedure.
B. Notice of Layoff
The Association and employees to be laid off shall be given at least thirty (30) calendar
days’ notice.
C. Order of Layoff
1. Within the classification, employees will be ranked by seniority with the most senior
employee given the highest ranking and the next most senior employee given the
next highest ranking and so forth. For the purpose of this section, seniority shall
be determined as total number of years of full-time employment with the City of
San Juan Capistrano. This category is given a weight of 30%.
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2. Within the classification, employees will also be ranked by performance, based
upon performance evaluations, official records, and/or qualified testing procedures
where applicable. The employee within the classification with the highest
performance rating shall be given the highest ranking and the next most competent
employee shall be given the next highest ranking, and so forth. This category is
given a weight of 40%.
a. To establish the performance ranking, each employee performance evaluation
must be rated. A rating of 1 to 5 on the overall evaluation rating is assigned
accordingly:
Excellent = 5
Above Standard = 4
Meets Standards = 3
Needs Improvement = 2
Unsatisfactory = 1
3. Within the classification, employees will also be ranked by skill set, based upon
education, licenses, and certificates obtained, which increase an employee’s
overall value to the organization. The employee with the greatest skill set within
the classification shall be given the highest ranking and the employee with the next
highest skills set level shall be given the next highest ranking, and so forth. This
category will be given a weight of 30%.
To establish the ranking for skill set, the following point system shall be applied:
Education
1. PhD. = 4 points
2. Master’s Degree = 3 points
3. Bachelor’s Degree = 2 points
4. Associate of Arts Degree = 1 points
A degree must be directly related to the position in order for it to be awarded a
point value.
Licenses
Each professional license = 1 point
Certificates
Each certificate = .5 point
Certificates issued upon completion of a test conducted by a sanctioning body
such as a governmental, professional, or academic organization, are considered
valid certificates. Training certificates that indicate that an employee participated
in a training course or seminar are not awarded any point value; however, they
would be incorporated into the performance evaluation.
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D. Layoff Procedure
The Department Head will total the point values of the three (3) categories (seniority,
performance, and skill set) for each employee within the classification to determine
the order of layoff. Employees will be laid off in order of the numerical ranking, that is,
an employee with a lower ranking would be laid off before an employee with higher
ranking.
E. Re-employment List
The names of persons laid off in accordance with these rules shall be entered on a re-
employment list for one (1) year, except that persons appointed to regular positions
shall, upon such appointment be dropped form the list.
When a vacancy occurs in the subject class, the appointment authority shall consider
the former employees from the re-employment list. It is the responsibility of the
employee on a re-employment list to keep the City informed of his/her current address
and telephone number, and availability of work.
F. Disability Separation
In the event an employee is unable to perform the essential functions of his or her
position due to an injury or illness, the City may provide up to twelve (12) continues
months of leave or modified duty. The City will continue to make the full co ntribution
for health, dental, and vision premiums during any or all of the twelve (12) months that
the employee is on unpaid leave. If, after twelve (12) continuous months, the
employee is unable to return to his/her regular duties the following will apply.
To the extent permitted under Federal and State law, an employee unable to perform
the essential functions of his/her position, with or without reasonable accommodation,
as a result of physical or psychological illness or injury shall:
1. Be separated from employment. Employees who are separated pursuant to this
section shall be accorded procedural due process (i.e., notice and an opportunity
to respond to the separation) in accordance with the appeal procedures for
disciplinary actions outlined in the Personnel Rules and Regulations.
or
2. Be offered the opportunity to resign from his/her position with the City of San Juan
Capistrano and place on a re-employment list for a period not to exceed one (1)
year. Any employee returning to work shall provide the Personnel Officer or
designee verification from a medical practitioner that he/she can perform the
essential functions of his/her position, with or without accommodation.
If during the period in which the employee is on the re-employment list, the employee
is physically and/or psychologically able to resume the duties of his/her previous
ATTACHMENT 10 - Page 24 of 30
22
position and there is a vacant position in his/her classification, the employee will be
entitled to return to that position.
Separation from employment under this section does not preclude the City or
employee from applying for a disability retirement.
XLIII. GRIEVANCE PROCEDURE
A. Matters Subject to Grievance Procedures
A grievance shall be initiated through an informal first step when the employee notifies
the supervisor verbally of his/her contention that the City has violated or misapplied a
specific obligation expressed and/or written in the Personnel Rules and Regulations
of the City. Personnel Division staff is available to assist Department Heads in such
matters as the interpretation of Rules, documentation procedures and preparation of
notices as requested.
B. Notification of Grievance
The second step in the grievance process shall be a written notice filed in a timely
manner, on a form provided by the City which shall include at a minimum:
1. Nature of the grievance;
2. Date when the incident occurred;
3. Description of the incident;
4. Rule violated; and,
5. Specific remedy sought by the employee.
C. Steps in the Grievance Process
First Step
Within ten (10) working days after the occurrence of the incident involved in the
grievance, the employee may initiate the grievance process by discussing the matter
informally with his/her immediate supervisor. An attempt shall be made to resolve the
grievance between the employee and the immediate supervisor. The supervisor shall
deliver an oral or written response within ten (10) working days after submission of the
grievance.
Second Step
If the grievance is not satisfactorily resolved in the first step, the grievance may be
submitted in writing to the supervisor’s supervisor, if any, within the department
organization within ten (10) working days after the immediate supervisor’s answer is
received by the employee. After an attempt to resolve the grievance between the
employee and his/her designated representative, if any, the intermediate supervisor
shall deliver a written answer within ten (10) working days after submission of the
grievance. If there is no intermediate supervisor, the grievance shall go directly to the
Department Head.
ATTACHMENT 10 - Page 25 of 30
23
Third Step
If the grievance is not satisfactorily resolved in the first and second steps, it shall be
submitted in writing to the employee’s Department Head within ten (10) working days
after the intermediate supervisor’s answer is received by the employee. The
Department Head shall meet with the employee and his/her designated
representative, if any, within ten (10) working days after submission of the grievance
to the Department Head. The Department Head shall review the grievance and may
affirm, reverse, or modify the disposition made at the first and second steps and shall
deliver a written answer to the employee within ten (10) working days after said
meeting.
D. Appeal of Decision
If the grievance is not satisfactorily resolved, the employee may appeal the decision
of the Department Head to the City Manager. At the option of the employee, the
grievance may be submitted:
i. Directly to the City Managers, or
ii. To an impartial arbitrator who will provide an advisory opinion to the City
Manager prior to the consideration of the grievance by the City Manager, or
iii. To a mediator from the State Mediation and Conciliation Services who will
provide finding and recommendations to the City Manager prior to consideration
of the grievance by the City Manager.
When the appeal is submitted to the City Manager, it shall specify whether the
employee desires to have the appeal considered directly by the City Managers or
reviewed first by an impartial arbitrator or state mediator. Such submission must occur
within ten (10) working days after the Department Head’s written answer is received.
E. Advisory Arbitration
An employee may elect to use an impartial arbitrator to provide an advisory opinion to
the City Manager prior to the consideration of the grievance by the City Manager. After
a hearing on the merits of the grievance and considering evidence from all parties
concerned, the impartial arbitrator shall submit a written advisory opinion to the City
Manager.
Within ten (10) working days after receipt of the written advisory opinion of the impartial
arbitrator, the City Manager shall meet with the employee and his/her designated
representative, if any, and other appropriate persons to assess the grievance. The
City Manager may affirm, reverse, or modify the disposition of the grievance. The City
Manager shall deliver a written decision to the employee within ten (10) working days
after said meeting. The City Manager’s decision shall conclude the administrative
appeals procedure.
If an employee elects to use an impartial arbitrator, the arbitrator shall be selected
jointly by the employee and his/her designated representative, if any, and the City.
The cost of the arbitrator, if any, shall be born equally be the employee and the City.
ATTACHMENT 10 - Page 26 of 30
24
F. State Mediation
An employee may elect to use a certified mediator from the State Mediation and
Conciliation Services to provide finding and recommendations to the City Manager
prior to the consideration of the grievance by the City Manager. After a hearing on the
merits of the grievance and considering evidence from all parties concerned, the
certified mediator shall submit a written summary of his/her finding and
recommendations to the City Manager.
Within ten (10) working days after receipt of the written summary of findings, and
recommendations from the certified mediator, the City Manager shall meet with the
employee and his/her designated representative, if any, and other appropriate persons
to assess the grievance. The City Manager may affirm, reverse, or modify the
disposition of the grievance. The City Manager shall deliver a written decision to the
employee within ten (10) working days after said meeting. The City Manager’s
decision shall conclude the administrative appeals procedure.
If an employee elects to use a certified mediator from the State Mediation and
Conciliation Service, the certified mediator shall be selected jointly by the employee
and his/her designated representative, if any, and the City. The cost of the certified
mediator, if any, shall be born equally by the employee and the City.
G. City Manager
An employee may elect to submit the grievance directly to the City Manager for final
and binding decision. Within ten (10) working days after submission of the grievance
to the City Manager, the City Manager shall meet with the employee and his/her
designated representative, if any, and other appropriate persons to assess the
grievance.
The City Manager may affirm, reverse, or modify the disposition of the grievance. The
City Manager shall deliver written decision to the employee within ten (10) working
days after said meeting, and such decision shall conclude the administrative appeals
procedure.
H. Extension of Time
Any or all of the time limitations mentioned above with reference to filing and response
times may be extended by mutual agreement between the employee and the City.
XLIV. FAIR EMPLOYMENT PRACTICE
The City of San Juan Capistrano assures any technique or procedure used in recruitment
and selection of employees shall be designed to measure only the job-related
qualifications of applicants. No recruitment or selection technique shall be used which, in
the opinion of the Personnel Officer or designee, is not justifiably linked to successful job
performance. It is the policy of the City that no technique, procedure or policy in
recruitment and selection shall be discriminatory to any group protected by state or federal
legislation.
ATTACHMENT 10 - Page 27 of 30
25
XLV. NON-DISCRIMINATION POLICY
The City shall offer equal employment to all persons without regard to race, creed, color, sex,
gender, gender identity, gender expression, age, national origin, religion, medical condition,
genetic information, reproductive health decision making, physical or mental disability or
military or veterans’ status, or any other legally-protect class. No applicant is to be
discriminated against or given preference because of these factors. This policy is intended
to apply to recruiting, hiring, promotions, upgrading, layoffs, compensation, benefits,
termination and all other privileges, terms, and conditions of employment.
XLVI. CONTINUATION OF BENEFITS
All fringe benefits previously granted and currently in effect to represented employees
shall remain in full force and effect, unless modified by the provisions of this agreement.
XLVII. SEPARABILITY
The provision contained in this agreement have been bargained for and agreed to
independently, and no particular clause, condition, or agreement is contingent or
dependent upon any other; therefore, should any such clause, condition, or agreement
be held to be void or unenforceable, the remainder of the terms and conditions of the
agreement shall remain in full force and effect.
XLVIII. PERSONNEL RULES
Proposed changes to the Personnel Rules submitted during the negotiation of the
agreement are incorporated into the revised Rules. Such proposed changes are subject
to meet and confer, to include impasse, mediation, and fact-finding, if necessary.
Any such resulting changes to the Personnel Rules and Regulations shall be incorporated
into the Memorandum of Understanding by amendment where appropriate.
This agreement was entered into on the 18th day of June, 2024.
SAN JUAN CAPISTRANO MUNICIPAL EMPLOYEE RELATIONS OFFICER
_______________________________
Benjamin Siegel
City Manager
SAN JUAN CAPISTRANO MANAGEMENT AND PROFESSIONAL EMPLOYEES
ASSOCIATION
ATTACHMENT 10 - Page 28 of 30
26
___________________________
Paul Garcia
MPEA President
ATTEST: CITY OF SAN JUAN CAPISTRANO
___________________________
Christy Jakl, City Clerk
Approved by the City Council of the City of San Juan Capistrano on this 18th day of June,
2024.
ATTACHMENT 10 - Page 29 of 30
27
ATTACHMENT 10 - Page 30 of 30
RESOLUTION NO.
A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF SAN
JUAN CAPISTRANO AMENDING RESOLUTION NO. 23-06-20-11,
THE CITY’S CLASSIFICATION AND COMPENSATION PLANS,
IMPLEMENTING SALARY TABLES FOR FISCAL YEARS 2024-25,
2025-26, AND 2026-27 FOR THE CLASSIFIED EMPLOYEES
ASSOCIATION, THE MANAGEMENT AND PROFESSIONAL
EMPLOYEES ASSOCIATION, AND PART-TIME/NON-
REPESENTED STAFF; ADOPTING NEW CLASSIFICATIONS FOR
PRINCIPAL ANALYST, SENIOR BUILDING AND GRADING
INSPECTOR, AND SENIOR CODE ENFORCEMENT OFFICER;
AND AMENDING JOB DESCRIPTIONS FOR COMMUNITY
SERVICES MANAGER AND ASSISTANT ENGINEER
WHEREAS, the City Council of the City of San Juan Capistrano is authorized and
directed under the City’s Personnel Rules and Regulations to adopt and amend a
Personnel Classification and Compensation Plan in order to administer the City’s
Personnel Management System; and,
WHEREAS, the City desires to amend the Personnel Classification and
Compensation Plan related to fiscal years 2024-25, 2025-26, and 2026-27 salary tables
for the Classified Employees Association (CEA), Management and Professional
Employees Association (MPEA), and Part-Time/Non-represented Staff; and,
WHEREAS, the City desires to create one new Management and Professional
classification and two new Classified classifications; amend one Management and
Professional job description and one Classified job description; and
WHEREAS, the City’s Personnel Rules and Regulations provide that adoption or
amendment of the City’s Personnel Classification and Compensation Plans shall be made
by resolution of the City Council.
NOW, THEREFORE, BE IT RESOLVED, that the City Council of the City of San
Juan Capistrano does hereby amend Resolution No. 23-06-20-11, the City’s Personnel
Classification and Compensation Plan, to reflect the attached salary tables for the
Classified Employees Association (Exhibit A), the Management and Professional
Employees Association (Exhibit B), and Part-Time/Non-represented classifications
(Exhibit C); authorize a new Principal Analyst classification and job description (Exhibit
D) at Grade 60 of the MPEA salary schedule , a new Senior Building and Grading
Inspector classification and job description (Exhibit E) at Grade 51 of the CEA salary
schedule, and a new Senior Code Enforcement Officer classification and job description
(Exhibit F) at Grade 51 of the CEA salary schedule; and approve amendments to the
Community Services Manager job description (Exhibit G) and the As sistant Engineer job
description (Exhibit H).
ATTACHMENT 11 - Page 1 of 24
APPROVED AND ADOPTED this 18TH day of June 2024.
________________
SERGIO FARIAS, MAYOR
ATTEST:
_____________________________
CHRISTY JAKL, CITY CLERK
STATE OF CALIFORNIA )
COUNTY OF ORANGE ) ss.
CITY OF SAN JUAN CAPISTRANO )
I, CHRISTY JAKL, appointed City Clerk of the City of San Juan Capistrano, do hereby
certify that the foregoing Resolution No. XX was duly adopted by the City Council of the
City of San Juan Capistrano at the Regular meeting thereof, held the 18th day of June
2024, by the following vote:
AYES: COUNCIL MEMBERS:
NOES: COUNCIL MEMBERS:
ABSENT: COUNCIL MEMBERS:
_________________________________
CHRISTY JAKL, City Clerk
ATTACHMENT 11 - Page 2 of 24
CITY OF SAN JUAN CAPISTRANO Effective Date: July 1, 2024
COMPENSATION PLAN EXHIBIT A
Classified Employees Association
Monthly Salary Schedule
Class Title Grade Step 1 Step 2 Step 3 Step 4 Step 5
Receptionist 12 2,923 3,069 3,223 3,386 3,553
Office Assistant 25 4,028 4,230 4,442 4,662 4,897
Accounting Clerk 33 4,906 5,154 5,412 5,681 5,965
Public Works Specialist I 33 4,906 5,154 5,412 5,681 5,965
Accounting Specialist 35 5,156 5,414 5,685 5,968 6,267
Customer Service Representative 35 5,156 5,414 5,685 5,968 6,267
Public Works Specialist II 35 5,156 5,414 5,685 5,968 6,267
Administrative Specialist 36 5,285 5,549 5,825 6,118 6,423
Senior Accounting Specialist 39 5,692 5,976 6,276 6,589 6,918
Senior Public Works Specialist 40 5,833 6,125 6,432 6,754 7,092
Administrative Coordinator 42 6,129 6,436 6,757 7,096 7,450
Engineering Technician 42 6,129 6,436 6,757 7,096 7,450
Engineering and Planning Technician 42 6,129 6,436 6,757 7,096 7,450
Human Resources Assistant 42 6,129 6,436 6,757 7,096 7,450
Planning Technician 42 6,129 6,436 6,757 7,096 7,450
Community Services Coordinator 43 6,281 6,597 6,926 7,272 7,636
Executive Assistant 44 6,439 6,762 7,099 7,454 7,826
GIS Specialist 44 6,439 6,762 7,099 7,454 7,826
Permit Technician 44 6,439 6,762 7,099 7,454 7,826
Engineering Assistant 46 6,766 7,104 7,457 7,832 8,223
Senior Permit Technician 46 6,766 7,104 7,457 7,832 8,223
Public Works Supervisor 47 6,936 7,281 7,645 8,028 8,429
Senior Citizen Program Coordinator 47 6,936 7,281 7,645 8,028 8,429
Accountant 48 7,108 7,464 7,836 8,228 8,640
Assistant Planner 48 7,108 7,464 7,836 8,228 8,640
Customer Service Supervisor 48 7,108 7,464 7,836 8,228 8,640
Housing Coordinator/Assistant Planner 48 7,108 7,464 7,836 8,228 8,640
Senior Executive Assistant 48 7,108 7,464 7,836 8,228 8,640
Building and Grading Inspector 49 7,285 7,650 8,032 8,433 8,856
Code Enforcement Officer 49 7,285 7,650 8,032 8,433 8,856
Public Works Construction Inspector 49 7,285 7,650 8,032 8,433 8,856
Senior Building and Grading Inspector 51 7,654 8,036 8,438 8,860 9,303
Senior Code Enforcement Officer 51 7,654 8,036 8,438 8,860 9,303
Associate Planner 52 7,846 8,239 8,649 9,082 9,536
Assistant Engineer 54 8,243 8,655 9,087 9,543 10,019
Associate Engineer 58 9,099 9,552 10,032 10,533 11,060
Associate Civil Engineer 60 9,552 10,032 10,533 11,060 11,613
ATTACHMENT 11 - Page 3 of 24
CITY OF SAN JUAN CAPISTRANO Effective Date: July 1, 2025
COMPENSATION PLAN EXHIBIT A
Classified Employees Association
Monthly Salary Schedule
Class Title Grade Step 1 Step 2 Step 3 Step 4 Step 5
Receptionist 12 3,011 3,161 3,319 3,488 3,660
Office Assistant 25 4,148 4,357 4,575 4,802 5,044
Accounting Clerk 33 5,054 5,309 5,574 5,852 6,144
Public Works Specialist I 33 5,054 5,309 5,574 5,852 6,144
Accounting Specialist 35 5,311 5,577 5,855 6,147 6,455
Customer Service Representative 35 5,311 5,577 5,855 6,147 6,455
Public Works Specialist II 35 5,311 5,577 5,855 6,147 6,455
Administrative Specialist 36 5,444 5,715 6,000 6,301 6,616
Senior Accounting Specialist 39 5,863 6,156 6,464 6,787 7,126
Senior Public Works Specialist 40 6,008 6,309 6,625 6,956 7,305
Administrative Coordinator 42 6,313 6,629 6,960 7,309 7,674
Engineering Technician 42 6,313 6,629 6,960 7,309 7,674
Engineering and Planning Technician 42 6,313 6,629 6,960 7,309 7,674
Human Resources Assistant 42 6,313 6,629 6,960 7,309 7,674
Planning Technician 42 6,313 6,629 6,960 7,309 7,674
Community Services Coordinator 43 6,470 6,795 7,134 7,490 7,865
Executive Assistant 44 6,632 6,965 7,312 7,678 8,061
GIS Specialist 44 6,632 6,965 7,312 7,678 8,061
Permit Technician 44 6,632 6,965 7,312 7,678 8,061
Engineering Assistant 46 6,969 7,317 7,681 8,067 8,470
Senior Permit Technician 46 6,969 7,317 7,681 8,067 8,470
Public Works Supervisor 47 7,144 7,500 7,874 8,268 8,682
Senior Citizen Program Coordinator 47 7,144 7,500 7,874 8,268 8,682
Accountant 48 7,322 7,688 8,071 8,475 8,899
Assistant Planner 48 7,322 7,688 8,071 8,475 8,899
Customer Service Supervisor 48 7,322 7,688 8,071 8,475 8,899
Housing Coordinator/Assistant Planner 48 7,322 7,688 8,071 8,475 8,899
Senior Executive Assistant 48 7,322 7,688 8,071 8,475 8,899
Building and Grading Inspector 49 7,503 7,879 8,273 8,686 9,121
Code Enforcement Officer 49 7,503 7,879 8,273 8,686 9,121
Public Works Construction Inspector 49 7,503 7,879 8,273 8,686 9,121
Senior Building and Grading Inspector 51 7,884 8,277 8,691 9,126 9,582
Senior Code Enforcement Officer 51 7,884 8,277 8,691 9,126 9,582
Associate Planner 52 8,081 8,487 8,909 9,355 9,822
Assistant Engineer 54 8,490 8,915 9,360 9,829 10,319
Associate Engineer 58 9,372 9,839 10,332 10,848 11,392
Associate Civil Engineer 60 9,839 10,332 10,848 11,392 11,961
ATTACHMENT 11 - Page 4 of 24
CITY OF SAN JUAN CAPISTRANO Effective Date: July 1, 2026
COMPENSATION PLAN EXHIBIT A
Classified Employees Association
Monthly Salary Schedule
Class Title Grade Step 1 Step 2 Step 3 Step 4 Step 5
Receptionist 12 3,101 3,256 3,419 3,592 3,769
Office Assistant 25 4,273 4,488 4,713 4,946 5,195
Accounting Clerk 33 5,205 5,468 5,742 6,027 6,328
Public Works Specialist I 33 5,205 5,468 5,742 6,027 6,328
Accounting Specialist 35 5,470 5,744 6,031 6,332 6,648
Customer Service Representative 35 5,470 5,744 6,031 6,332 6,648
Public Works Specialist II 35 5,470 5,744 6,031 6,332 6,648
Administrative Specialist 36 5,607 5,887 6,180 6,491 6,814
Senior Accounting Specialist 39 6,039 6,341 6,658 6,991 7,340
Senior Public Works Specialist 40 6,189 6,498 6,824 7,165 7,524
Administrative Coordinator 42 6,503 6,828 7,169 7,528 7,904
Engineering Technician 42 6,503 6,828 7,169 7,528 7,904
Engineering and Planning Technician 42 6,503 6,828 7,169 7,528 7,904
Human Resources Assistant 42 6,503 6,828 7,169 7,528 7,904
Planning Technician 42 6,503 6,828 7,169 7,528 7,904
Community Services Coordinator 43 6,664 6,999 7,348 7,715 8,101
Executive Assistant 44 6,831 7,174 7,532 7,908 8,303
GIS Specialist 44 6,831 7,174 7,532 7,908 8,303
Permit Technician 44 6,831 7,174 7,532 7,908 8,303
Engineering Assistant 46 7,178 7,536 7,912 8,309 8,724
Senior Permit Technician 46 7,178 7,536 7,912 8,309 8,724
Public Works Supervisor 47 7,358 7,725 8,111 8,516 8,943
Senior Citizen Program Coordinator 47 7,358 7,725 8,111 8,516 8,943
Accountant 48 7,541 7,919 8,314 8,729 9,166
Assistant Planner 48 7,541 7,919 8,314 8,729 9,166
Customer Service Supervisor 48 7,541 7,919 8,314 8,729 9,166
Housing Coordinator/Assistant Planner 48 7,541 7,919 8,314 8,729 9,166
Senior Executive Assistant 48 7,541 7,919 8,314 8,729 9,166
Building and Grading Inspector 49 7,728 8,116 8,521 8,946 9,395
Code Enforcement Officer 49 7,728 8,116 8,521 8,946 9,395
Public Works Construction Inspector 49 7,728 8,116 8,521 8,946 9,395
Senior Building and Grading Inspector 51 8,120 8,526 8,952 9,400 9,870
Senior Code Enforcement Officer 51 8,120 8,526 8,952 9,400 9,870
Associate Planner 52 8,323 8,741 9,176 9,636 10,117
Assistant Engineer 54 8,745 9,182 9,640 10,124 10,629
Associate Engineer 58 9,653 10,134 10,642 11,174 11,734
Associate Civil Engineer 60 10,134 10,642 11,174 11,734 12,320
ATTACHMENT 11 - Page 5 of 24
CITY OF SAN JUAN CAPISTRANO Effective Date: July 1, 2024
COMPENSATION PLAN EXHIBIT B
Management and Professional Employees Association
Monthly Salary Schedule
Class Title Grade Step 1 Step 2 Step 3 Step 4 Step 5
Assistant City Clerk 46 6,766 7,104 7,457 7,832 8,223
Management Analyst 47 6,926 7,273 7,637 8,018 8,419
Senior Accountant 54 8,212 8,623 9,054 9,506 9,981
Environmental Programs Analyst 56 8,652 9,084 9,537 10,014 10,515
Systems Business Analyst 56 8,652 9,084 9,537 10,014 10,515
Senior Financial Analyst 56 8,652 9,084 9,537 10,014 10,515
Senior Management Analyst 56 8,652 9,084 9,537 10,014 10,515
Historic Preservation Manager 57 8,867 9,311 9,776 10,264 10,778
Senior Planner 57 8,867 9,311 9,776 10,264 10,778
Executive Services Manager 58 9,088 9,543 10,020 10,521 11,047
Principal Planner 60 9,548 10,026 10,529 11,053 11,607
Principal Analyst 60 9,548 10,026 10,529 11,053 11,607
Safety and Emergency Services Manager 61 9,788 10,277 10,792 11,329 11,897
Senior Engineer 62 10,032 10,534 11,061 11,613 12,194
Accounting Manager 63 10,283 10,797 11,338 11,903 12,498
Community Services Manager 63 10,283 10,797 11,338 11,903 12,498
Rate and Administration Manager 63 10,283 10,797 11,338 11,903 12,498
Public Works Manager 63 10,283 10,797 11,338 11,903 12,498
Technology Services Manager 63 10,283 10,797 11,338 11,903 12,498
Senior Civil Engineer 64 10,541 11,067 11,621 12,201 12,812
Senior Civil Engineer-Environmental Services 64 10,541 11,067 11,621 12,201 12,812
Economic Dev./Redevelopment 66 11,075 11,627 12,209 12,819 13,459
Building & Code Enforcement Manager 67 11,352 11,919 12,513 13,140 13,795
Finance Manager 67 11,352 11,919 12,513 13,140 13,795
Assistant Financial Services Director 68 11,635 12,215 12,828 13,468 14,142
Assistant Public Works Director 68 11,635 12,215 12,828 13,468 14,142
Assistant Development Services Director 68 11,635 12,215 12,828 13,468 14,142
Building Official 75 13,558 14,235 14,948 15,696 16,480
City Engineer 75 13,558 14,235 14,948 15,696 16,480
ATTACHMENT 11 - Page 6 of 24
CITY OF SAN JUAN CAPISTRANO Effective Date: July 1, 2025
COMPENSATION PLAN EXHIBIT B
Management and Professional Employees Association
Monthly Salary Schedule
Class Title Grade Step 1 Step 2 Step 3 Step 4 Step 5
Assistant City Clerk 46 6,969 7,317 7,681 8,067 8,470
Management Analyst 47 7,134 7,491 7,866 8,258 8,671
Senior Accountant 54 8,459 8,882 9,325 9,792 10,280
Environmental Programs Analyst 56 8,911 9,356 9,824 10,315 10,831
Systems Business Analyst 56 8,911 9,356 9,824 10,315 10,831
Senior Financial Analyst 56 8,911 9,356 9,824 10,315 10,831
Senior Management Analyst 56 8,911 9,356 9,824 10,315 10,831
Historic Preservation Manager 57 9,133 9,590 10,069 10,572 11,101
Senior Planner 57 9,133 9,590 10,069 10,572 11,101
Executive Services Manager 58 9,361 9,829 10,321 10,837 11,379
Principal Planner 60 9,835 10,326 10,845 11,385 11,955
Principal Analyst 60 9,835 10,326 10,845 11,385 11,955
Safety and Emergency Services Manager 61 10,082 10,585 11,115 11,669 12,254
Senior Engineer 62 10,333 10,850 11,393 11,961 12,560
Accounting Manager 63 10,591 11,121 11,678 12,260 12,873
Community Services Manager 63 10,591 11,121 11,678 12,260 12,873
Rate and Administration Manager 63 10,591 11,121 11,678 12,260 12,873
Public Works Manager 63 10,591 11,121 11,678 12,260 12,873
Technology Services Manager 63 10,591 11,121 11,678 12,260 12,873
Senior Civil Engineer 64 10,857 11,399 11,970 12,567 13,196
Senior Civil Engineer-Environmental Services 64 10,857 11,399 11,970 12,567 13,196
Economic Dev./Redevelopment 66 11,408 11,975 12,576 13,203 13,863
Building & Code Enforcement Manager 67 11,692 12,277 12,889 13,534 14,209
Finance Manager 67 11,692 12,277 12,889 13,534 14,209
Assistant Financial Services Director 68 11,984 12,582 13,213 13,872 14,566
Assistant Public Works Director 68 11,984 12,582 13,213 13,872 14,566
Assistant Development Services Director 68 11,984 12,582 13,213 13,872 14,566
Building Official 75 13,965 14,663 15,397 16,167 16,974
City Engineer 75 13,965 14,662 15,397 16,167 16,974
ATTACHMENT 11 - Page 7 of 24
CITY OF SAN JUAN CAPISTRANO Effective Date: July 1, 2026
COMPENSATION PLAN EXHIBIT B
Management and Professional Employees Association
Monthly Salary Schedule
Class Title Grade Step 1 Step 2 Step 3 Step 4 Step 5
Assistant City Clerk 46 7,178 7,537 7,912 8,309 8,724
Management Analyst 47 7,348 7,716 8,102 8,506 8,931
Senior Accountant 54 8,712 9,148 9,605 10,085 10,589
Environmental Programs Analyst 56 9,179 9,637 10,118 10,624 11,156
Systems Business Analyst 56 9,179 9,637 10,118 10,624 11,156
Senior Financial Analyst 56 9,179 9,637 10,118 10,624 11,156
Senior Management Analyst 56 9,179 9,637 10,118 10,624 11,156
Historic Preservation Manager 57 9,407 9,878 10,371 10,889 11,434
Senior Planner 57 9,407 9,878 10,371 10,889 11,434
Executive Services Manager 58 9,642 10,124 10,630 11,162 11,720
Principal Planner 60 10,130 10,636 11,170 11,726 12,314
Principal Analyst 60 10,130 10,636 11,170 11,726 12,314
Safety and Emergency Services Manager 61 10,384 10,903 11,449 12,019 12,622
Senior Engineer 62 10,643 11,175 11,735 12,320 12,937
Accounting Manager 63 10,909 11,455 12,028 12,628 13,260
Community Services Manager 63 10,909 11,455 12,028 12,628 13,260
Rate and Administration Manager 63 10,909 11,455 12,028 12,628 13,260
Public Works Manager 63 10,909 11,455 12,028 12,628 13,260
Technology Services Manager 63 10,909 11,455 12,028 12,628 13,260
Senior Civil Engineer 64 11,183 11,741 12,329 12,944 13,592
Senior Civil Engineer-Environmental Services 64 11,183 11,741 12,329 12,944 13,592
Economic Dev./Redevelopment 66 11,750 12,335 12,953 13,599 14,279
Building & Code Enforcement Manager 67 12,043 12,645 13,276 13,940 14,635
Finance Manager 67 12,043 12,645 13,276 13,940 14,635
Assistant Financial Services Director 68 12,343 12,959 13,609 14,288 15,003
Assistant Public Works Director 68 12,343 12,959 13,609 14,288 15,003
Assistant Development Services Director 68 12,343 12,959 13,609 14,288 15,003
Building Official 75 14,384 15,102 15,859 16,652 17,483
City Engineer 75 14,384 15,102 15,859 16,652 17,484
ATTACHMENT 11 - Page 8 of 24
CITY OF SAN JUAN CAPISTRANO
COMPENSATION PLAN EXHIBIT C
Part-Time and Non-Represented Employees
Monthly Salary Schedule
EFFECTIVE DATE: 07/01/2024
Class Title Grade Step 1 Step 2 Step 3 Step 4 Step 5
*Part-time Positions (paid in hourly equivalent of monthly salary)
Recreation Leader 15 2,925 3,069 3,223 3,384 3,553
Park/Facility Monitor 15 2,925 3,069 3,223 3,384 3,553
Administrative Intern 16 2,997 3,147 3,303 3,469 3,643
Engineering Intern 16 2,997 3,147 3,303 3,469 3,643
Planning Intern 16 2,997 3,147 3,303 3,469 3,643
Senior Recreation Leader 25 3,565 3,743 3,931 4,128 4,333
Cashier 33 4,606 4,834 5,080 5,335 5,601
Volunteer Coordinator 47 6,139 6,444 6,766 7,106 7,460
Project Manager 78 14,603 15,333 16,100 16,904 17,749
Non-Represented Positions
Community Outreach Worker 35 5,156 5,414 5,685 5,968 6,266
EFFECTIVE DATE: 07/01/2026
Class Title Grade Step 1 Step 2 Step 3 Step 4 Step 5
*Part-time Positions (paid in hourly equivalent of monthly salary)
Recreation Leader 15 3,103 3,256 3,419 3,590 3,769
Park/Facility Monitor 15 3,103 3,256 3,419 3,590 3,769
Administrative Intern 16 3,180 3,339 3,504 3,680 3,865
Engineering Intern 16 3,180 3,339 3,504 3,680 3,865
Planning Intern 16 3,180 3,339 3,504 3,680 3,865
Senior Recreation Leader 25 3,782 3,971 4,170 4,379 4,597
Cashier 33 4,887 5,128 5,389 5,660 5,942
Volunteer Coordinator 47 6,513 6,836 7,178 7,539 7,914
Project Manager 78 15,492 16,267 17,080 17,933 18,830
Non-Represented Positions
Community Outreach Worker 35 5,470 5,744 6,031 6,331 6,648
EFFECTIVE DATE: 07/01/2025
Class Title Grade Step 1 Step 2 Step 3 Step 4 Step 5
*Part-time Positions (paid in hourly equivalent of monthly salary)
Recreation Leader 15 3,013 3,161 3,320 3,486 3,660
Park/Facility Monitor 15 3,013 3,161 3,320 3,486 3,660
Administrative Intern 16 3,087 3,241 3,402 3,573 3,752
Engineering Intern 16 3,087 3,241 3,402 3,573 3,752
Planning Intern 16 3,087 3,241 3,402 3,573 3,752
Senior Recreation Leader 25 3,672 3,855 4,049 4,252 4,463
Cashier 33 4,744 4,979 5,232 5,495 5,769
Volunteer Coordinator 47 6,323 6,637 6,969 7,319 7,684
Project Manager 78 15,041 15,793 16,583 17,411 18,281
Non-Represented Positions
Community Outreach Worker 35 5,311 5,576 5,856 6,147 6,454
ATTACHMENT 11 - Page 9 of 24
EXHIBIT D
CITY OF SAN JUAN CAPISTRANO
PRINCIPAL ANALYST
Class specifications are intended to present a descriptive list of the range of duties performed by
employees in the class. Specifications are not intended to reflect all duties performed within the
job.
DEFINITION
To lead, manage, and coordinate a wide variety of highly responsible and complex administrative and
analytical functions; prepare comprehensive written reports, and develop and deliver effective public
presentations; oversee various operational activities, special projects and programs, and administrative
processes and procedures; coordinate assigned activities with other divisions, outside agencies, and the
general public; and provide information and assistance to other departments and the public regarding
assigned programs and services.
DISTINGUISHING CHARACTERISTICS
This is the highest level class in the Analyst series. Positions at this level perform the most complex
analytical and administrative duties assigned to the series and assume the highest level of responsibility.
Employees receive minimal guidance and are required to be fully trained in all procedures related to
assigned areas of responsibility. Employees at this level provide training and direction to other positions in
the Analyst series.
SUPERVISION RECEIVED AND EXERCISED
Receives direction from executive staff.
May exercise direct supervision over administrative support or technical staff.
ESSENTIAL FUNCTION STATEMENTS Essential responsibilities and duties may include, but are
not limited to, the following:
Essential Functions:
1. Supports the City Manager, Assistant City Manager, and executive staff on matters pertaining to
assigned functions, programs, and projects, including implementation of administrative policies and
organizational initiatives.
2. Manages a variety of assigned programs, projects, and administrative functions.
3. Oversees and participates in special projects including complex research of new programs and
services, budget analysis and preparation, and feasibility analyses; prepares and presents
written and oral reports; performs detailed analysis and develops recommendations on a wide
range of programs and projects.
4. Participates in the negotiation and execution of private development and public land use projects
and real estate transactions.
5. Manages and administers license and lease agreements, professional services agreements, and
consultant contracts.
6. Ensures compliance with appropriate regulations and policies; recommends modifications as
appropriate; serves as resource to various other City departments regarding applicable regulations.
Approved: (date)
ATTACHMENT 11 - Page 10 of 24
CITY OF SAN JUAN CAPISTRANO
Principal Analyst (Continued)
7. Oversees the preparation of contract specifications/documents, and negotiation of contracts for
assigned program area; monitors compliance with applicable contractual agreements; and
recommends modifications/adjustments as appropriate.
8. Participates in interview panels and assists in evaluating prospective employees and/or consultants.
9. Prepares comprehensive technical records and analytical reports pertaining to assigned area of
responsibility; conducts complex research and comprehensive data collection efforts to support
analysis.
10. Directly responsible for the preparation and administration of assigned budget(s);
maintains and monitors appropriate budgeting controls; prepares various financial reports
as required; oversees invoice approvals, budget expenditures, and budget transfers.
11. Coordinates and collaborates with departments, divisions, and outside agencies; serves as a
liaison with public and private organizations, community groups and other social
organizations; makes presentations to the public; represents the City to Boards and
Commissions, and County, State and Federal agencies.
12. Develops public information materials, responds to media inquiries, and oversees
content prepared for the City’s website and social media platforms.
13. Prepares press releases, public service announcements, flyers and brochures, and other relevant
public relations activities to enhance community understanding of City objectives.
14. Responds to and resolves complaints and inquiries from the general public; reviews
problems and recommends corrective actions; prepares summary reports as required.
15. Oversees, provides direction, and reviews the work of assigned staff; monitors
workload; provides training as necessary.
16. Attends and participates in professional group meetings; stays abreast of new developments
and changing legislation affecting assigned area.
17. Performs related duties and responsibilities as required.
QUALIFICATIONS
Advanced Knowledge of:
• Principles and practices of public administration.
• Operations, services, and activities of assigned program area.
• Methods of research, program analysis and report preparation.
• Principles and practices of program development.
• Principles and practices of budget preparation and administration.
• Pertinent Federal, State, and local laws, codes, and regulations.
• Private development and public land use project review processes, real estate and
development agreement negotiations, and California Environmental Quality Act requirements.
• City’s General Plan, applicable land use codes, and development related State law.
Skill in:
• Overseeing, monitoring, coordinating, and administering a variety of assigned projects
and programs.
• Independently performing complex administrative and analytical activities in the area of
work assigned.
Approved: (date)
ATTACHMENT 11 - Page 11 of 24
CITY OF SAN JUAN CAPISTRANO
Principal Analyst (Continued)
• Analyzing problems, identifying alternative solutions, projecting consequences of proposed actions and
implementing recommendations in support of goals.
• Researching, analyzing, developing, and evaluating programs, policies, and procedures.
• Developing and delivering effective public presentations.
• Budget development; preparing and administering assigned budgets.
• Preparing comprehensive, clear, and concise reports.
• Independently preparing correspondence and memoranda.
• Communicating clearly and concisely, both orally and in writing.
• Establishing and maintaining effective working relationships with those contacted in the course of
work.
• Effective supervision of assigned staff.
Experience, Education, and Training Guidelines
Any combination of experience, education, and training that would likely provide the required
knowledge and abilities is qualifying. A typical way to obtain the knowledge and abilities would be:
Experience:
Five years of advanced level experience in financial, administrative, and analytical functions. One
year of supervisory experience is highly desirable.
Education/Training:
Equivalent to a Bachelor's Degree from an accredited college or university with major course
work in public administration, business administration or a related field. Master’s Degree in related
field is desirable.
WORKING CONDITIONS
Environmental Conditions:
Office environment; exposure to computer screens.
Physical Conditions:
Essential functions may require maintaining physical condition necessary for sitting or standing for
prolonged periods of time; extensive use of computer keyboard.
Approved: (date)
ATTACHMENT 11 - Page 12 of 24
EXHIBIT E
CITY OF SAN JUAN CAPISTRANO
SENIOR BUILDING & GRADING
INSPECTOR
Class specifications are intended to present a descriptive list of the range of duties performed by
employees in the class. Specifications are not intended to reflect all duties performed within the job.
DEFINITION
To perform technical building inspections for complex commercial, residential, and industrial projects; to
enforce compliance with building codes, regulations, and ordinances; to perform· grading inspections; to
provide technical assistance to other inspection staff as well as assistance in resolving more complex code
compliance matters; and to work with developers, architects, and contractors to maintain code requirements
and resolve problems relating to code compliance.
This is the advanced level class in the Building & Grading Inspector series. Positions at this level are
distinguished from other classes within the series by the level of responsibility assumed and the complexity of
duties assigned. Incumbents are also expected to provide technical oversight in areas of specialization to other
building inspection staff. Employees at this level are required to be fully trained in all procedures related to
assigned areas of responsibility.
SUPERVISION RECEIVED AND EXERCISED
Receives direction from the Building Official.
ESSENTIAL FUNCTION STATEMENTS Essential responsibilities and duties may include, but are
not limited to, the following:
Essential Functions:
1. Inspects industrial, commercial, and residential buildings during various stages of construction and
remodeling; ensures compliance with applicable uniform building, plumbing or mechanical codes,
ordinances, and regulations.
2. Inspects existing buildings and premises for change of use, occupancy or compliance with applicable
codes and ordinances.
3. Performs technical building inspections to ensure compliance with adopted codes in the areas of
plumbing, mechanical, electrical and/or HVAC.
4. Performs grading inspection including soil/erosion control and NPDES compliance such as improper
drainage, retaining wall and related drainage feature construction, and review of erosion control plans.
5. Inspects foundation, concrete, steel, masonry, wood construction, framing, plastering, plumbing,
heating and electrical installations and a large variety of other complex and routine building system
elements.
6. Issues correction and “Stop Work” notices; maintain records of history of facts for possible code
enforcement or other legal actions.
7. Performs plan review and inspections of complex buildings and structures; ensures compliance with
codes, ordinances, and regulations; recommends modifications as appropriate.
8. Coordinates building inspections with Orange County Fire Authority, Health Department, Orange
County Sheriff’s Department, Code Enforcement, and various other City departments; performs
special inspections for as-built construction, fire damage and other inspections and assessments
related to building safety.
Approved: (date)
ATTACHMENT 11 - Page 13 of 24
CITY OF SAN JUAN CAPISTRANO
Senior Building & Grading Inspector (Continued)
9. Assists at the front counter; confers with architects, contractors, builders, and the general
public; receives and reviews plans; explains and interprets requirements and restrictions.
10. Maintains files and reports regarding inspection and plan check activities and active
building permits; prepares building inspection reports, legal forms, and correspondence.
11. Attends and participates in pre-construction and pre-grade meetings; stays abreast of latest
trends and innovations in the field of building inspection.
12. Provides technical assistance and oversight in area(s) of specialization to other building inspection
staff.
13. May assist in the planning, prioritization, and assignments of work to other building inspection staff.
14. Trains assigned employees; may participate in the selection of new building inspection staff.
15. Investigates and reports on field problems or complaints and keeps Building Official apprised of any
matters that arise requiring the Building Official’s attention or direction.
16. Participates in hearings and appeals of citations.
17. Performs related duties and responsibilities as required.
QUALIFICATIONS
Advanced Knowledge of:
• Applicable building codes and ordinances enforced by the City including the latest adopted
California building, electrical, plumbing, mechanical, energy, fire, green building, administrative,
existing building and municipal zoning codes or ordinances.
• Methods and techniques of building and grading inspection.
• Accepted safety standards and methods of building construction for commercial, industrial, and
residential buildings.
• Basic techniques and practices of building construction.
• Principles of structural design and engineering.
• Principles and procedures of record keeping.
• Principles of business letter writing and basic report preparation.
Skill in:
• Interpreting and applying pertinent Federal, State, and local laws, codes, and
regulations.
• Determining if construction systems conform to City code requirements.
• Applying advanced technical knowledge and follow proper inspection techniques to examine
workmanship and materials, and detect deviations from plans, regulations, and standard
construction practices.
• Reading and interpreting complex building plans, specifications, and
codes.
• Making mathematical computations rapidly and accurately.
• Enforcing necessary regulations with firmness and tact.
• Understanding and following oral and written instructions.
• Communicating clearly and concisely, both orally and in writing.
• Establishing and maintaining effective and professional working relationships with those
contacted in the course of work.
Approved: (date)
ATTACHMENT 11 - Page 14 of 24
CITY OF SAN JUAN CAPISTRANO
Senior Building & Grading Inspector (Continued)
Experience, Education, and Training Guidelines
Any combination of experience, education, and training that would likely provide the required
knowledge and abilities is qualifying. A typical way to obtain the knowledge and abilities would be:
Experience:
A minimum of four years of experience in municipal building inspection or construction trades, including
one year of lead responsibility.
Education/Training:
Equivalent to the completion of the twelfth grade supplemented by specialized training inbuilding or
construction inspection, civil engineering, and/or code enforcement.
License or Certificate:
• Possession of International Code Council (ICC) Building Inspector Certification.
• Possession of, or ability to obtain a residential or commercial plumbing, electrical, mechanical,
plans examiner or commercial combination certificate is desirable.
• Possession of, or ability to obtain, an appropriate, valid driver's license.
WORKING CONDITIONS
Environmental Conditions:
Office, field, and construction site environment; travel from site to site; exposure to noise, dust, grease,
smoke, fumes, gases; work at heights on scaffolding and ladders, on uneven surfaces, in confined
spaces or around heavy construction equipment.
Physical Conditions:
Essential functions may require maintaining physical condition necessary for light lifting, bending, stooping,
climbing, walking, and standing for prolonged periods of time; operating motorized vehicles; visual acuity for
reading building plans and schematics.
Approved: (date)
ATTACHMENT 11 - Page 15 of 24
EXHIBIT F
CITY OF SAN JUAN CAPISTRANO
SENIOR CODE ENFORCEMENT
OFFICER
Class specifications are intended to present a descriptive list of the range of duties performed by
employees in the class. Specifications are not intended to reflect all duties performed within the job.
DEFINITION
To perform field inspections of properties to ensure compliance with applicable zoning, safety, fire and nuisance
codes, ordinances and abatement regulations; to provide technical assistance to other code enforcement staff
as well as assistance in resolving more complex or sensitive code compliance matters; to serve as a resource
to other departments, divisions, and agencies; to resolve complaints; and to perform a variety of technical duties
relative to assigned area of responsibility.
This is the advanced level class in the Code Enforcement Officer series. Positions at this level are distinguished
from other classes within the series by the level of responsibility assumed and the complexity of duties assigned.
Incumbents are also expected to provide technical oversight in areas of specialization to other code enforcement
staff. Employees at this level are expected to be fully trained in all procedures related to assigned areas of
responsibility.
SUPERVISION RECEIVED AND EXERCISED
Receives direction from the Building Official.
ESSENTIAL FUNCTION STATEMENTS. Essential responsibilities and duties may include, but are not
limited to, the following:
Essential Functions:
1. Inspects single family homes, apartment buildings, businesses, and vacant lots; ensures compliance with
applicable zoning and nuisance codes, ordinances, and regulations; issues notices of violation; performs
follow-up inspections as necessary, issues citations and impound property.
2. Responds to alleged violations of municipal housing, building and vehicle codes; interviews complainant
and witnesses; takes photographs of violations and documents activities.
3. Performs research to determine the approved conditional uses of property; contacts owners and takes
actions to enforce City codes.
4. Inspects property for abandoned or inoperative vehicles; issues notices for vehicle abatement if necessary;
oversees abatement and removal of vehicles.
5. Coordinates code enforcement activities with the Sheriff's Department, OC Health Department, and other
City departments; reports abatements and prepares related reporting documents.
6. Oversees special code compliance projects as assigned by the Building Official.
7. May assist in planning, prioritization, and assignments of work to other code enforcement staff
8. Trains assigned employees in areas of work in code compliance and building techniques; may participate in
the evaluation and selection of new code compliance staff.
9. Serves as a resource to other City departments and the general public regarding zoning and other code
requirements.
Approved: (date)
ATTACHMENT 11 - Page 16 of 24
CITY OF SAN JUAN CAPISTRANNO
Senior Code Enforcement Officer (Continued)
10. Investigates and reports on field problems or complaints and keeps the Building Official apprised of any
matters requiring the Building Official’s attention or direction.
11. Investigates complaints regarding Federal, State and County Water Regulations and NPDES rules.
12. Removes illegally placed signs from public and private property and/or public right-of-way.
13. Assists in promoting the City's neighborhood preservation program objectives, coordinates with City
departments; monitors project activity related to neighborhood preservation.
14. Maintains records and prepare case files or investigative reports for all code enforcement inspections and
surveillance activities.
15. Assists in preparing case reports for court or administrative proceedings; testifies in court and at
administrative proceedings, as necessary.
16. Performs related duties and responsibilities as required.
QUALIFICATIONS
Advanced Knowledge of:
• Operational characteristics, services, and activities of a code enforcement program.
• Pertinent Federal, State, and local codes, laws and regulations related to building, zoning, housing,
and nuisance.
• Methods and techniques of public relations.
• Principles and procedures of record keeping.
• Principles of business letter writing and basic report preparation.
• Modern office procedures, methods and equipment including computers.
• Local geography and street locations.
Skill in:
• Interpreting and enforcing applicable zoning, nuisance, health and safety requirements, codes,
ordinances, and regulations.
• Operating office equipment including computers and supporting word processing and
spreadsheet applications.
• Preparing clear and concise reports.
• Responding to requests and inquiries from the general public.
• Conducting complex investigative research and interviewing witnesses.
• Communicating clearly and concisely, both orally and in writing.
• Establishing and maintaining effective, professional working relationships with those contacted in the
course of work.
• Conflict/complaint resolution
Experience, Education, and Training Guidelines
Any combination of experience and training that would likely provide the required knowledge and abilities is
qualifying. A typical way to obtain the knowledge and abilities would be:
Experience:
Four years of code enforcement experience
Education/Training:
Equivalent to the completion of the twelfth grade supplemented by specialized training in the building
trades and/or code enforcement.
Approved: (date)
ATTACHMENT 11 - Page 17 of 24
CITY OF SAN JUAN CAPISTRANNO
Senior Code Enforcement Officer (Continued)
License or Certificate:
Possession of, or ability to obtain, an appropriate, valid driver's license.
Possession of a PC 832 certificate.
WORKING CONDITIONS
Environmental Conditions:
Office and field environment; travel from site to site; exposure to noise, dust, grease, smoke, fumes,
gases, inclement weather conditions; extensive public contact.
Physical Conditions:
Essential functions may require maintaining physical condition necessary for walking, standing, or sitting
for prolonged periods of time; operating motorized vehicles.
Approved: (date)
ATTACHMENT 11 - Page 18 of 24
EXHIBIT G
CITY OF SAN JUAN CAPISTRANO
COMMUNITY SERVICES MANAGER
Class specifications are intended to present a descriptive list of the range of duties performed by employees in the class. Specifications are not intended to reflect all duties performed within the job.
DEFINITION
Under administrative direction to plan, manage, supervise, and coordinate the activities and operations of the
Community Services division, including leisure, human services, cultural, and recreational activities; to
coordinate projects and activities with other City departments, outside agencies and the public; and to provide
responsible staff assistance to the Public Works and Community Services Director.
SUPERVISION RECEIVED AND EXERCISED
Receives administrative direction from the Public Works and Community Services Director.
Exercises direct supervision over supervisory, professional, and administrative support staff.
ESSENTIAL FUNCTION STATEMENTS . Essential responsibilities and duties may include, but are not
limited to, the following:
Essential Functions:
1 Oversees and coordinates departmental services and activities pertaining to the leisure, human
services, cultural, and recreational activities.
2.Manages and administers consultant contracts; prepares scope of work and RFP's and RFQ's,
participates in the bidding and selection process; monitors contracts; processes and recommends
payments.
3.Provides staff assistance to the Parks, Equestrian, and Community Services Commission; prepares
and presents Commission and City Council agenda items.
4.Recommends the selection of Community Services staff; provides or coordinates staff training; works
with employees to correct deficiencies; implements discipline procedures.
5.Recommends and participates in the development and implementation of goals and objectives;
implements approved policies and procedures.
6.Plans and manages the work plan for assigned programs; meets with staff to identify and resolve
problems; assigns work activities and projects; monitors work flow; reviews and evaluates work
products, methods, and procedures.
7.Participates in the development and administration of assigned program budgets; submits budget
recommendations; monitors expenditures and revenues.
8.Coordinates large special events including logistics, publicity, and sponsorship; supervises staff and
volunteers.
9.Recommends and oversees procurement of equipment and supplies as required for assigned
program; confers with management and other public and private agencies in procuring materials and
equipment for program use.
Amended: (date)
ATTACHMENT 11 - Page 19 of 24
CITY OF SAN JUAN CAPISTRANO
Community Services Manager (Continued)
10. Assesses and monitors community needs; identifies and recommends opportunities for improving
service delivery methods and procedures and developing new programs; implements programs or
improvements.
11. Coordinates marketing procedures and publicity program events with those of other divisions, outside
agencies and organizations; prepares and presents brochures, press releases and related public
relations material.
12. Confers with other departments, divisions, and outside agencies; identifies and implement programs
to meet community needs.
13. Attends and participates in professional group meetings; stays abreast of new trends and innovations
in the field of recreation and human services programming.
14. Performs related duties and responsibilities as required.
QUALIFICATIONS
Knowledge of:
• Operations, services and activities of a recreation, leisure, and human services program.
• Principles of supervision, training, and performance evaluation.
• Modern and complex principles and practices of recreation program development
and administration.
• Principles and practices of municipal budget preparation and administration.
• Recent developments, current literature and sources of information related to recreation and
human services, planning and administration.
• Procurement practices related to equipment and supplies.
• Marketing theories, principles and practices and their application to a wide variety of leisure
services. Modern office procedures, methods and equipment including computers.
• Pertinent Federal, State, and local laws, codes, and regulations.
Skill in:
• Managing, supervising, organizing, and reviewing the work of professional and administrative support
personnel
• Evaluating, selecting, training, and motivating assigned staffed
• Interpreting and explaining the assigned recreation program policies and procedures.
• Operating office equipment including computers and supporting word processing and
spreadsheet applications.
• Researching, analyzing, and evaluating new service delivery methods, procedures, and techniques.
• Recommending and implement goals, objectives, and practices for providing effective
recreation programs.
• Eliciting community and organizational support for recreation programs.
• Preparing clear and concise reports.
• Developing and presenting effective public presentations.
• Communicating clearly and concisely, both orally and in writing.
• Establishing and maintaining effective working relationships with those contacted in the course
of work.
Education, Experience and Training Guidelines
Any combination of experience and training that would likely provide the required knowledge and
abilities is qualifying. A typical way to obtain the knowledge and abilities would be:
Experience:
Four years of experience in recreation program development and implementation, including three years of
administrative and supervisory responsibility.
Amended: (date)
ATTACHMENT 11 - Page 20 of 24
CITY OF SAN JUAN CAPISTRANO
Community Services Manager (Continued)
Education and Training:
Equivalent to a Bachelor’s degree from an accredited college or university with major course work
in recreation administration, physical education, public administration, or a related field.
License or Certificate
Possession of, or ability to obtain, an appropriate valid driver's license.
WORKING CONDITIONS
Environmental Conditions:
Primarily office environment with significant exposure to computer screens. Some field
environment relating to outdoor site visits and community events,
Physical Conditions:
Essential functions may require physical condition necessary for sitting or standing for
prolonged periods of time, extensive use of computer keyboard.
Amended: (date)
ATTACHMENT 11 - Page 21 of 24
EXHIBIT H
CITY OF SAN JUAN CAPISTRANO
ASSISTANT ENGINEER
Class specifications are intended to present a descriptive list of the range of duties performed by
employees in the class. Specifications are not intended to reflect all duties performed within the
job.
DEFINITION
To perform a variety of technical and routine engineering work involving the development of projects in
relationship to capital improvement and development projects, environmental and water quality
compliance, and maintenance projects; perform technical plan checking and easement dedication for
compliance with City requirements; and support Engineering Department through a variety of
engineering duties and other relevant responsibilities as assigned by supervisors.
DISTINGUISHING CHARACTERISTICS
This is an entry level class in the professional Engineer series. This class is distinguished from the
Associate Engineer by the performance of the more routine professional engineering functions within the
series. Employees may have only limited directly related work experience. Advancement to an Associate
level position, if available, is based on demonstrated proficiency in performing the assigned functions
and is at the discretion of higher level supervisory or management staff.
SUPERVISION RECEIVED AND EXERCISED
Receives direction from higher-level engineering staff.
ESSENTIAL FUNCTION STATEMENTS. Essential responsibilities and duties may include, but
are not limited to, the following:
Essential Functions: Under the direction of the Associate and/or Senior Civil Engineer:
1. Analyzes improvement plans and recommends required correction to comply with design guidelines
and specifications; evaluates design of improvements for overall effect and compatibility with City’s
master plans; and works directly with outside engineers and designers to ensure needed
corrections on proposed improvements.
2. Reviews proposed developments and analysis; recommends improvements and requirements;
coordinates recommendations for needed capital improvements necessary to support proposed
development projects.
3. Performs cost analysis and checks outside engineers’ cost estimates, drafts agreements and
agenda items with related development resolutions and documents for review by higher-level
engineering staff.
4. Provides and schedules development projects as developments becomes approved and ready for
construction; meets with staff as necessary to ensure compliance.
5. Plans, checks, and specifies corrections needed for improvement plans, easements, tract maps,
parcel maps, fire service/sprinkler plans, and landscape/irrigation plans to ensure compliance.
Amended: (date)
ATTACHMENT 11 - Page 22 of 24
CITY OF SAN JUAN CAPISTRANO
Assistant Engineer (Continued)
6. Reviews all Planning and Commission and City Council agenda items related to development projects
to ensure that all necessary Engineering Department conditions of approval are included in approval
documents; reviews Environmental Impact Reports to ensure compliance with City’s master plans;
works directly with necessary staff regarding projects.
7. Serves as project coordinator for development projects; maintains a project status and plan check
log; schedules inspection tasks necessary.
8. Assists in managing and administering capital improvement projects from design to completion;
prepares design and specifications; reviews the work of consultants and contractors; ensures
compliance with specifications; recommends modifications and processing of payments.
9. Assists with coordination of environmental review and CEQA approval process and obtaining required
resource agency permits.
10. Performs tasks in support of the City’s NPDES Coordinator, including reviewing development plans
for NPDES requirements.
11. Assists at the front counter; answers questions and provides information.
12. Attends and participates in meetings; stays abreast of trends and innovations in civil engineering.
13. Performs related duties and responsibilities as required.
QUALIFICATIONS
Knowledge of:
• Basic principles and practices of engineering.
• Terminology, methods, practices, and techniques used in engineering report preparation.
• Materials, tools, and equipment used in engineering.
• Principles of mathematics as applied to engineering work
• Engineering design and construction principles and practices.
• Modern office procedures, methods, and equipment, including computers
• Recent developments, current literature, and sources of information regarding engineering.
• Pertinent Federal, State, and local codes, laws, and regulations.
Skill in:
• Developing, reviewing, and analyzing engineering plans, designs, and specifications.
• Coordinating development projects.
• Conducting cost analyses for proposed projects and ensure adherence to project budgets.
• Interpreting and applying pertinent laws, codes and regulations pertaining to engineering.
• Performing technical research.
• Preparing and maintaining technical records and reports.
• Responding to requests and inquiries from the general public.
• Communicating clearly and concisely, both orally and in writing.
• Establishing and maintaining cooperative working relationships with those contacted in the
course of work.
Experience, Education, and Training Guidelines
Any combination of experience, education, and training that would likely provide the required
knowledge and abilities is qualifying. A typical way to obtain the knowledge and abilities would
be:
Amended: (date)
ATTACHMENT 11 - Page 23 of 24
CITY OF SAN JUAN CAPISTRANO
Assistant Engineer (Continued)
Experience:
Three years of engineering support experience.
Education/Training:
Equivalent to a Bachelor’s Degree from and accredited college or university with major
coursework in civil engineering.
License or Certificate:
Possession of, or ability to obtain, an appropriate, valid driver's license.
WORKING CONDITIONS
Environmental Conditions:
Office and field environment; travel from site to site; extensive contact with the public, contractors,
and developers.
Physical Conditions:
Essential functions may require maintaining a physical condition necessary for sitting, standing,
and walking for prolonged periods of time; visual acuity for reading engineering maps and drawings.
Amended: (date)
ATTACHMENT 11 - Page 24 of 24
RESOLUTION NO.
A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF
SAN JUAN CAPISTRANO AMENDING RESOLUTION NO.
23-06-20-11, THE CITY’S CLASSIFICATION AND
COMPENSATION PLANS, IMPLEMENTING SALARY TABLES
FOR FISCAL YEARS 2024-25, 2025-26, AND 2026-27 FOR
EXECUTIVE CLASSIFICATIONS; AND ADOPTNG NEW JOB
CLASSIFICATIONS FOR ENGINEERING AND ENVIRONMENTAL
SERVICES DIRECTOR, AND PUBLIC WORKS AND COMMUNITY
SERVICES DIRECTOR
WHEREAS, the City Council of the City of San Juan Capistrano is authorized
and directed under the City’s Personnel Rules and Regulations to adopt and amend a
Personnel Classification and Compensation Plan in order to administer the City’s
Personnel Management System; and,
WHEREAS, the City desires to amend the Personnel Classification and
Compensation Plan related to fiscal years 2024 -25, 2025-26, and 2026-27 salary
tables for the Executive classifications; and,
WHEREAS, the City desires to adopt the new Executive classifications of
Engineering and Environmental Services Director and Public Works and Community
Services Director; and,
WHEREAS, the City’s Personnel Rules and Regulations provide that adoption
or amendment of the City’s Personnel Classification and Compensation Plans shall be
made by resolution of the City Council.
NOW, THEREFORE, BE IT RESOLVED, that the City Council of the City of
San Juan Capistrano does hereby amend Resolution 23-06-20-11, the City’s
Personnel Classification and Compensation Plan, to reflect the salary tables for
Executive classifications (Exhibit A); and to adopt the new Executive job
classifications of Engineering and Environmental Services Director (Exhibit B) at
Grade 78 of the Executive salary schedule, and Public Works and Community
Services Director (Exhibit C) at Grade 78 of the Executive salary schedule.
APPROVED AND ADOPTED this 18TH day of June 2024.
________________
SERGIO FARIAS, MAYOR
ATTEST:
_____________________________
CHRISTY JAKL, CITY CLERK
ATTACHMENT 12 - Page 1 of 10
STATE OF CALIFORNIA )
COUNTY OF ORANGE ) ss.
CITY OF SAN JUAN CAPISTRANO )
I, CHRISTY JAKL, appointed City Clerk of the City of San Juan Capistrano, do hereby
certify that the foregoing Resolution No. XX was duly adopted by the City Council of
the City of San Juan Capistrano at the Regular meeting thereof, held the 18th day of
June 2024, by the following vote:
AYES: COUNCIL MEMBERS:
NOES: COUNCIL MEMBERS:
ABSENT: COUNCIL MEMBERS:
_________________________________
CHRISTY JAKL, City Clerk
ATTACHMENT 12 - Page 2 of 10
Class Title Grade Step 1 Step 2 Step 3 Step 4 Step 5
Community Services Manager 67 11,019 11,569 12,148 12,756 13,395
Human Resources Manager 67 11,019 11,569 12,148 12,756 13,395
Assistant to the CM/Community Svcs Director 74 13,227 13,889 14,583 15,313 16,078
Development Services Director 78 14,603 15,332 16,101 16,904 17,750
Engineering and Environmental Svcs Director 78 14,603 15,332 16,101 16,904 17,750
Public Works and Community Svcs Director 78 14,603 15,332 16,101 16,904 17,750
Public Works Director 78 14,603 15,332 16,101 16,904 17,750
Assistant City Manager 81 15,725 16,512 17,338 18,206 19,114
Chief Financial Officer 81 15,725 16,512 17,338 18,206 19,114
City Clerk 12,725
City Manager 25,798
Class Title Grade Step 1 Step 2 Step 3 Step 4 Step 5
Community Services Manager 67 11,350 11,916 12,512 13,139 13,797
Human Resources Manager 67 11,350 11,916 12,512 13,139 13,797
Assistant to the CM/Community Svcs Director 74 13,624 14,306 15,020 15,772 16,560
Development Services Director 78 15,041 15,792 16,584 17,411 18,283
Engineering and Environmental Svcs Director 78 15,041 15,792 16,584 17,411 18,283
Public Works and Community Svcs Director 78 15,041 15,792 16,584 17,411 18,283
Public Works Director 78 15,041 15,792 16,584 17,411 18,283
Assistant City Manager 81 16,197 17,007 17,858 18,752 19,687
Chief Financial Officer 81 16,197 17,007 17,858 18,752 19,687
City Clerk 13,107
City Manager 26,572
Class Title Grade Step 1 Step 2 Step 3 Step 4 Step 5
Community Services Manager 67 11,690 12,274 12,888 13,533 14,211
Human Resources Manager 67 11,690 12,274 12,888 13,533 14,211
Assistant to the CM/Community Svcs Director 74 14,033 14,735 15,471 16,246 17,057
Development Services Director 78 15,492 16,266 17,082 17,933 18,831
Engineering and Environmental Svcs Director 78 15,492 16,266 17,082 17,933 18,831
Public Works and Community Svcs Director 78 15,492 16,266 17,082 17,933 18,831
Public Works Director 78 15,492 16,266 17,082 17,933 18,831
Assistant City Manager 81 16,683 17,518 18,394 19,315 20,278
Chief Financial Officer 81 16,683 17,518 18,394 19,315 20,278
City Clerk 13,500
City Manager 27,369 Per Contract
CITY OF SAN JUAN CAPISTRANO
EXHIBIT ACOMPENSATION PLAN
Executive Employee Salary Schedule
Monthly Salary Schedule
Per Contract
EFFECTIVE DATE: 07/01/2024
EFFECTIVE DATE: 07/01/2025
Per Contract
EFFECTIVE DATE: 07/01/2026
ATTACHMENT 12 - Page 3 of 10
EXHIBIT B
CITY OF SAN JUAN CAPISTRANO
ENGINEERING AND ENVIRONMENTAL SERVICES DIRECTOR
Class specifications are intended to present a descriptive list of the range of duties performed by
employees in the class. Specifications are not intended to reflect all duties performed within the job.
DEFINITION
To plan, direct, manage and oversee the activities and operations of the Engineering and
Environmental Services Department, including, but not limited to, the following: traffic
engineering; public right-of-way encroachment and transportation permitting; design and
construction of capital improvement and other City projects; review, approval, and inspection for
private development projects’ public improvements, site grading, subdivision maps, lot-line-
adjustments, and water quality measures; solid waste and recycling programs; coordinating
assigned activities with other City departments and outside agencies; serve as City Engineer and
flood-zone administrator; department budget preparation and administration; and provide highly
responsible and complex administrative support to the City Manager and Assistant City Manager.
SUPERVISION RECEIVED AND EXERCISED
Receives general administrative direction from the City Manager or Assistant City Manager.
Exercises direct and indirect supervision over management, supervisory, professional,
technical, field, and clerical staff.
ESSENTIAL FUNCTION STATEMENTS Essential responsibilities and duties
include, but are not limited to, the following:
Essential Functions:
1.Assumes full management responsibility for all Engineering and Environmental Services
Department services and activities, including civil and traffic engineering, capital
improvement projects, development engineering, water quality and environmental services and
compliance, and recommends and administers policies and procedures.
2.Manages the development and implementation of department goals, objectives, policies, and
priorities for each assigned service area.
3.Establishes, within City policy, appropriate service and staffing levels; monitors and
evaluates the efficiency and effectiveness of service delivery methods and procedures;
allocates resources accordingly.
4.Plans, directs, and coordinates, through subordinate level staff, the engineering &
environmental services work plan; assigns projects and programmatic areas of responsibility;
reviews and evaluates work methods and procedures; meets with management staff to
identifies and resolves problems.
Approved: (date)
ATTACHMENT 12 - Page 4 of 10
CITY OF SAN JUAN CAPISTRANO
Engineering and Environmental Services Director (Continued)
5.Assesses and monitors work load, administrative and support systems, and internal reporting
relationships; identifies opportunities for improvement; directs and implements changes.
6.Works and confers with developers, property owners, architects, engineers, and contractors
and the general public on development issues, and ensures proper flow of projects
7.Directs the review and approval of plans, reports, and calculations; applies and monitors
Federal, State, and City mandates as applicable.
8.Directs and oversees the planning, budgeting, and implementation of traffic engineering
projects, including installation and maintenance of traffic controls and signals, transportation
analysis and planning, traffic calming, and related traffic engineering efforts along with
coordination with regional, state, and federal transportation agencies.
9.Selects, trains, motivates, and evaluates department personnel; provides or coordinates staff
training; works with employees to correct deficiencies; implements discipline and termination
procedures; addresses personnel issues; sets department goals and objectives.
10.Prepares and presents City Council and Commission reports and provides
recommendations as it relates to engineering and environmental services.
11.Explains department programs, policies, and activities; negotiates and resolves sensitive,
complex, and controversial issues.
12.Represents the City at inter-agency and community-based organizations Attends and
participates in professional meetings relative to area of assignment; serves on boards and
committees as assigned; stays abreast of new trends and innovations in the field of
engineering.
13.Develops and coordinates the City’s annual Capital Improvement Program; addresses
community needs; prepares budget and forecasts revenue; researches grants and prepare
proposal; manages and administers consultant contracts.
14.Coordinates environmental review and CEQA and NEPA approval processes; prepares
engineering reports and obtains required resource agency permits.
15.Creates, negotiations, and administers contracts and agreements; analyzes and resolves
complex problems.
16.Reviews and approves all grading plans and permits; all plans and specifications for capital
improvement projects; all tract and parcel maps, lot line adjustments, and legal
descriptions; and other engineering and design documents.
17.Analyzes civil engineering plan design, specifications, consultant, and staff comments in
accordance with design requirements and municipal and intergovernmental standards and
regulations.
18.Directs and oversees Requests for Proposals and bid documentation, participates in pre-bid
meetings, reviews bids received, and recommends the award of contracts to the City Council.
19.Oversee the development and administration of consultant and/or construction contracts.
20.Performs related duties and responsibilities as required.
Approved: (date)
ATTACHMENT 12 - Page 5 of 10
CITY OF SAN JUAN CAPISTRANO
Engineering and Environmental Services Director (Continued)
QUALIFICATIONS
Knowledge of:
•Operations, services, and activities of a comprehensive engineering and environmental
services program.
•Principles and practices of civil and traffic engineering and land surveying.
•Principles and practices of effective selection, supervision, training, evaluation, and
motivation of subordinate staff.
•Current trends and developments in the field of civil and traffic engineering, environmental
services, and sustainability.
•Processes for conducting engineering analyses and plan reviews.
•Principles and practices of project management.
•Bid processes, procedures, and documentation.
•Principles and practices of municipal budget development, preparation, and administration.
•Contract administration principles.
•Specialized functions relative to area of assignment.
•Pertinent Federal, State, and local codes, laws, and regulations, including NPDES, CEQA,
and NEPA and FEMA programs.
Skill in:
•Leading and directing the operations, services, and activities of an engineering and
environmental services department or division
•Reviewing project plans and specifications and conducting engineering analyses.
•Serving as Project Manager and overseeing complex capital improvement/maintenance/traffic
projects.
•Overseeing the coordinating of bid processes including related documentation.
•Analyzing problems, identifying solutions, projecting consequence of proposed
actions, and implementing recommendations in support of goals.
•Interpreting and applying Federal, State, and local policies, laws, and regulations
•Developing and administering project budgets, schedules, and contracts.
•Conducting inspections and ensuring compliance with specifications and regulatory requirements.
•Responding to inquiries and providing assistance to developers, contractors, and the general
public.
•Preparing and presenting comprehensive engineering reports.
•Communicating clearly and concisely, both orally and in writing.
•Overseeing and performing a variety of professional engineering functions in support of City
projects.
•Establishing and maintaining cooperative working relationships with those contacted in the
course of work.
Experience, Education, and Training
Any combination of experience and training that would likely provide the required knowledge
and abilities is qualifying. A typical way to obtain the knowledge and abilities would be:
Experience:
Six years of municipal civil engineering experience as a licensed civil engineer, with two years
of managerial and supervisory experience. Experience in water quality and other
environmental compliance matters.
Education/Training:
Equivalent to a Bachelor’s Degree from an accredited college or university with major course
work in civil engineering or a related field. A Master’s Degree is desirable
Approved: (date)
ATTACHMENT 12 - Page 6 of 10
CITY OF SAN JUAN CAPISTRANO
Engineering and Environmental Services Director (Continued)
Licenses or Certifications:
•Licensed professional engineer in the State of California.
•The incumbent is not required to be licensed to practice land surveying as
defined by the Professional Land Surveyors’ Act.
•Possession of a current, valid California Class C driver's license.
WORKING CONDITIONS
Environmental Conditions: Office and field environment; travel from site to site; extensive contact
with developers, contractors, and the general public; requirement to attend evening City Council
meetings.
Physical Conditions: Essential functions may require maintaining a physical condition necessary
for sitting, standing, and walking for prolonged periods of time; requires visual acuity for reading
drawings and plans and prolonged work at a computer display terminal.
Approved: (date)
ATTACHMENT 12 - Page 7 of 10
EXHIBIT C
CITY OF SAN JUAN CAPISTRANO
PUBLIC WORKS AND COMMUNITY SERVICES DIRECTOR
Class specifications are intended to present a descriptive list of the range of duties performed by
employees in the class. Specifications are not intended to reflect all duties performed within the job.
DEFINITION
To plan, direct, manage and oversee the activities and operations of the Public Works and Community
Services Department, including, but not limited to: parking and transit operations; design and
construction of capital improvement and other City projects; all community services, programs, special
events, and operations; maintenance of City streets, storm water, sewer systems, buildings, parks,
public open spaces, vehicles and equipment; coordinate assigned activities with other City departments
and outside agencies; department budget preparation and administration; and provide highly
responsible and complex administrative support to the City Manager and Assistant City Manager.
SUPERVISION RECEIVED AND EXERCISED
Receives general administrative direction from either the City Manager or Assistant City Manager.
Exercises direct supervision over management, supervisory, professional, technical, field, and
clerical staff.
ESSENTIAL FUNCTION STATEMENTS - Essential functions may include, but are not limited to, the
following:
Essential Functions:
1 Assumes full management responsibility for all Public Works and Community Services Department
services and activities including capital improvement projects, designs and construction inspection
of public works projects, and preparation of plans, estimates and contract documents; parking and
transportation management and operations; community services programs, special events, and
activities; and recommends and administers policies and procedures.
2 Manages the development and implementation of public works and community services goals,
objectives, policies, and priorities for each assigned service area.
3 Establishes, within City policy, appropriate service and staffing levels; monitors and evaluates the
efficiency and effectiveness of service delivery methods and procedures; allocates resources
accordingly.
4 Plans, directs, and coordinates, through subordinate level managers, the public works and
community services work plans; assigns projects and programmatic areas of responsibility; reviews
and evaluates work methods and procedures; meets with management staff to identify and resolves
problems.
5 Assesses and monitors workload, administrative and support systems, and internal reporting
relationships; identifies opportunities for improvement; directs and implements changes.
6 Works and confers with developers, property owners, architects, engineers, and contractors to
ensure proper flow of projects; directs the review and approval of plans, reports, and calculations;
applies and monitors Federal, State, and City mandates as applicable.
Approved: (date)
ATTACHMENT 12 - Page 8 of 10
CITY OF SAN JUAN CAPISTRANO
Public Works and Community Services Director (Continued)
7.Participates in long range planning efforts and development negotiations; makes recommendations.
8.Supports and collaborates with Engineering and Environmental Services Director as needed to
ensure successful completion of City’s annual Capital Improvement Program.
9.Prepares budget and forecasts revenue; researches grants and prepares proposals; manages and
administers consultant contracts.
10.Selects, trains, motivates, and evaluates Public Works and Community Services Department
personnel; provides or coordinates staff training; works with employees to correct deficiencies;
implements discipline and termination procedures; and addresses personnel issues.
11.Oversees and participates in the development and administration of the Public Works and
Community Services Department budget; approves the forecast of funds needed for staffing,
equipment, materials, and supplies; approves expenditures and implements budgetary adjustments
as appropriate and necessary.
12.Explains Public Works and Community Services Department programs, policies, and activities;
negotiates and resolves sensitive and controversial issues.
13.Coordinates Public Works and Community Services Department activities with those of other
departments, outside agencies, and organizations.
14.Represents the City at inter-agency and community-based organizations.
15.Provides staff assistance to the City Manager and Assistant City Manager; participates on a variety
of boards, commissions, and committees; prepares and presents staff reports andother
necessary correspondence.
16.Attends and participates in professional group meetings; stays abreast of new trends and
innovations in the fields of public works and community services.
17.Responds to and resolves difficult and sensitive citizen inquiries and complaints.
18.Performs related duties and responsibilities as required.
QUALIFICATIONS
Knowledge of:
•Operations, services and activities of comprehensive public works and community services programs.
•Professionally accepted standards and techniques related to public works and community services.
•Principles and practices of project management.
•Principles and practices of public administration and municipal public works and community services.
•Construction and grading principles.
•Principles and practices of program development and administration.
•Principles and practices of municipal budget preparation and administration.
•Principles of supervision, training, and performance evaluation.
•Principles of public transit operations
•Pertinent Federal, State, and local laws, codes, and regulations.
Approved: (date)
ATTACHMENT 12 - Page 9 of 10
CITY OF SAN JUAN CAPISTRANO
Public Works and Community Services Director (Continued)
Skill in:
•Leading and directing the operations, services and activities of the Public Works and Community
Services Department.
•Planning, organizing, directing, and coordinating the work of lower level staff.
•Selecting, supervising, training, and evaluating staff.
•Delegating authority and responsibility.
•Interpreting and applying public works standards, requirements, and specifications to proposed
private and public development.
•Identifying and responding to community and City Council issues, concerns, and needs.
•Developing and administering, departmental goals, objectives, and procedures.
•Preparing clear and concise administrative and financial reports.
•Preparing and administering large and complex budgets.
•Analyzing problems, identifying alternative solutions, projecting consequences of proposed
actions and implementing recommendations in support of goals.
•Researching, analyzing, and evaluate new service delivery methods and techniques.
•Interpreting and applying Federal, State, and local policies, laws, and regulations.
•Communicating clearly and concisely, both orally and in writing.
•Establishing and maintaining effective working relationships with those contacted in the course of
work.
Experience, Education, and Training Guidelines:
Any combination of experience and training that would likely provide the required knowledge and
abilities is qualifying. A typical way to obtain the knowledge and abilities would be:
Experience
Five years of progressive public works experience, including three years of administrative and
supervisory responsibility. Experience in recreation administration is desirable.
Education and Training:
Equivalent to a Bachelor's Degree from an accredited college or university with major course work in
public administration, civil engineering, public works, recreation administration, or a related field. A
Masters’ Degree is desirable.
Licenses or Certifications:
Possession of, or ability to obtain, an appropriate, valid driver's license.
WORKING CONDITIONS
The incumbent is required to attend a variety of evening meetings, including weekend meetings as
needed. The incumbent must possess the ability to work in an office environment and at a computer
display terminal for prolonged periods of time.
Approved: (date)
ATTACHMENT 12 - Page 10 of 10
DEPARTMENT/POSITION
2023-24
Budget
2024-25
Budget
Change
2024-25
Budget
City Manager Department
Administration
ASSISTANT CITY MANAGER 1 0 1
ADMINISTRATIVE COORDINATOR 0 1 1
ASSISTANT TO CITY MANAGER/COMMUNITY SVCS DIR.000
CITY MANAGER 1 0 1
PRINCIPAL ANALYST 0 1 1
PROJECT MANAGER (Part-Time) 1.25 0 1.25
SENIOR MANAGEMENT ANALYST 1 (1) 0
SENIOR EXECUTIVE ASSISTANT 000
OFFICE ASSISTANT 1 (1) 0
COMMUNITY OUTREACH WORKER (1)1 0.45 1.45
Subtotal Administration 6.25 0.45 6.70
Human Resources
ADMINISTRATIVE COORDINATOR 1 0 1
HUMAN RESOURCES AND RISK MANAGER 1 0 1
SENIOR MANAGEMENT ANALYST 000
Subtotal Human Resources 2.00 0.00 2.00
Public Safety
ADMINISTRATIVE INTERN (Part-Time) 0 0 0
ADMINISTRATIVE SPECIALIST 0.75 0.25 1.00
Subtotal Public Safety 0.75 0.25 1.00
Total City Manager Department 9.00 0.70 9.70
City Clerk Department
ASSISTANT CITY CLERK 1 (1) 0
CITY CLERK 1 0 1
OFFICE ASSISTANT 011
RECEPTIONIST 0 0 0
Total City Clerk Department 2.00 0.00 2.00
Finance Department
ACCOUNTANT 101
ACCOUNTING SPECIALIST (Part-Time) 0 0 0
ACCOUNTING SPECIALIST 101
CHIEF FINANCIAL OFFICER/CITY TREASURER 1 0 1
CUSTOMER SERVICE REPRESENTATIVE 1 0 1
FINANCE MANAGER 1 0 1
SENIOR ACCOUNTANT 101
SENIOR ACCOUNTING SPECIALIST 101
Total Finance Department 7.00 0.00 7.00
City of San Juan Capistrano
TABLE OF BUDGETED FTEs*
ATTACHMENT 13 - Page 1 of 3
DEPARTMENT/POSITION
2023-24
Budget
2024-25
Budget
Change
2024-25
Budget
City of San Juan Capistrano
TABLE OF BUDGETED FTEs*
Development Services Department
ADMINISTRATIVE COORDINATOR 1 0 1
ADMINISTRATIVE SPECIALIST (FT LIMITED TERM) 0 0 0
ASSISTANT DIRECTOR 0 0 0
ASSOCIATE PLANNER 1 0 1
BUILDING & CODE ENFORCEMENT MANAGER 0 0 0
BUILDING INSPECTOR 2 (1) 1
BUILDING OFFICIAL 1 0 1
CODE ENFORCEMENT OFFICER 2 (1) 1
DEVELOPMENT SERVICES DIRECTOR 1 0 1
HOUSING SUPERVISOR/ASSOCIATE PLANNER 0 0 0
PERMIT TECHNICIAN 2 0 2
PLANNING INTERN (Part-Time) 0 0 0
PRINCIPAL PLANNER 2 0 2
SENIOR BUILDING INSPECTOR 0 1 1
SENIOR CODE ENFORCEMENT OFFICER 0 1 1
SENIOR MANAGEMENT ANALYST 101
SENIOR PERMIT TECHNICIAN 1 0 1
SENIOR PLANNER 1 0 1
Total Development Services Department 15.00 0.00 15.00
Engineering and Environmental Services Department (2)
ENGINEERING AND ENVIRONMENTAL SVCS DIRECTOR 1 1
ASSISTANT ENGINEER 1 1
CITY ENGINEER 0 0
CONSTRUCTION INSPECTOR 1 1
ENGINEERING AND PLANNING TECHNICIAN 0 0
ENVIRONMENTAL PROGRAMS ANALYST 1 1
OFFICE ASSISTANT 11
SENIOR CIVIL ENGINEER 2 2
Total Engineering and Environmental Services Department 7.00 7.00
Public Works and Community Services Department
Community Services Division
ADMINISTRATIVE COORDINATOR 1 0 1
COMMUNITY SERVICES MANAGER 1 0 1
COMMUNITY SERVICES COORDINATOR 1 0 1
OFFICE ASSISTANT 1 (1) 0
PARK MONITOR/REC LEADER (Part-Time) (3)3.11 1.58 4.69
SAFETY & EMERGENCY SERVICES MANAGER (Part-Time) 0 0 0
SENIOR MANAGEMENT ANALYST 101
Subtotal Community Services 8.11 0.58 8.69
ATTACHMENT 13 - Page 2 of 3
DEPARTMENT/POSITION
2023-24
Budget
2024-25
Budget
Change
2024-25
Budget
City of San Juan Capistrano
TABLE OF BUDGETED FTEs*
Public Works
ADMINISTRATIVE COORDINATOR 1 0 1
ADMINISTRATIVE SPECIALIST 0.75 0.00 0.75
OFFICE ASSISTANT (Part-Time) 0 0 0
PUBLIC WORKS AND COMMUNITY SERVCES DIRECTOR 1 0 1
PUBLIC WORKS INTERN 0.50 0.00 0.50
SR MANAGEMENT ANALYST/ENVIRON PROG ANALYST 2 (1) 1
Subtotal Administration 5.25 (1.00) 4.25
Public Works Division
CITY ENGINEER 1 (1) 0
CONSTRUCTION INSPECTOR 1 (1) 0
ENGINEERING AND PLANNING TECHNICIAN 1 (1) 0
PUBLIC WORKS MANAGER 1 0 1
PUBLIC WORKS SPECIALIST I /II 3.46 0.00 3.46
SENIOR CIVIL ENGINEER 2 (2) 0
SENIOR PUBLIC WORKS SPECIALIST 4 0 4
Subtotal Public Works Division 13.46 (5.00) 8.46
Total Public Works and Community Services Department 26.82 (5.42) 21.40
GRAND TOTAL 59.82 2.28 62.10
Notes:
(1) Proposed additional PT grant-funded Community Outreach Worker (18 hours/week)
*FTE (Full-time Equivalent) - A full-time position is based upon 2,080 work hours (26 two-week pay periods
times 80 hours) in a year. An FTE of 1.0 means that the person is equivalent to one full time worker, while
an FTE of 0.5 indicates that the employee is budgeted for half-time.
(2) Proposed re-org; remove Engineering Div. from Public Works Dept to create new Dept.
(3) Proposed increased total hours to support increased amenities and facility rentals
ATTACHMENT 13 - Page 3 of 3
ATTACHMENT 14 - Page 1 of 1