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Financials

Welcome to the San Simeon CSD Board Meetings Page. Information is displayed in two month increments. If you are looking for older information, please click on the link located at the bottom of the page.

District Financial Policies 

Updated and Approved Financial Policies

On September 6, 2022 the Board voted to approve an Investment Policy, a
Financial Policy, Capital Assets and Depreciation Policy, and a Draft Cash
and Reserve Accounts Policy.

Capital Assets and DepreciationCash Reserve PolicyInvestment Policy
Fiscal Year Ending in 2023 

Approved Final Budget

Documents containing the budget and historical rate structure for fiscal year ending in 2023.

Approved Final BudgetHRS
Median Household Income Survey 

Survey Report

SUSP conducted the survey as a nonpartisan third‐party non‐profit
organization. This locally focused income survey depicts a precise MHI
level of the residential community served by SSCSD.

San Simeon CSD_MHI Survey Report_Edited Draft for Final Review (JD 1.25.2021).pdf
Fiscal Year Ending in 2022 

Approved Final Budget

Documents containing the budget and historical rate structure for fiscal year ending in 2022.

Draft Budget InformationProposed Final BudgetHRSAudit
Fiscal Year Ending in 2021 

Approved Budget

Documents containing the budget and historical rate structure for fiscal year ending in 2021.

BudgetHRSAudit
Financial Transaction Report (State Controller) 

In accordance with government code section 12464 Financial Reports submitted to the State of California Controller's office can be found via this link: Special Districts Financial Transactions Report

Fiscal Year Ending in 2020 

Budget Info

Documents containing the budget and historical rate structure for fiscal year ending in 2020.

Budget HRSAudit
Fiscal Year Ending in 2019 

Budget info, Historical Rate Structure

Documents containing the budget and historical rate structure for fiscal year ending in 2019.

BudgetHRSAudit
Fiscal Year Ending in 2018 

Audit, Budget info, Historical Rate Structure

Documents containing the budget and historical rate structure for fiscal year ending in 2018.

AuditBudgetHRS
SB 272 

SB 272 Enterprise Systems Catalog

SB 272 adds a new requirement to the California Public Records Act. It requires every local agency, except local educational agencies, to create a catalog of enterprise systems.

SB-272-Catalog-converted.pdfSenate-Bill-No-272.pdf