client portfolios via a combination of manager selection, asset allocation, options trading/risk analytics, and data-driven pre-sale planning.
CLIENT MANAGEMENT | PACIFIC INVESTMENT MANAGEMENT CO. | 2008- 2015
· Client Management: Advised clients within the Firm’s largest institutional channel (over $80B in assets focused on financial services organizations) on investment solutions; provided holistic coverage involving intimate product expertise, investment strategy review, portfolio analytics/attribution, & custom reporting to support positive client outcomes.
· Strategy Development: Reporting to the Head of Client Management, managed ongoing department-level revenue targets and forecasting to provide management with critical KPI’s in the pursuit of data driven business decisions (approx. $800B dept. AUM); Contextualized product-level KPI’s to support the direction of marketing resources and field sales support.
Education
B.S. IN BUSINESS ADMINISTRATION | JUNE 2008 | CALIFORNIA STATE
UNIVERSITY NORTHRIDGE
MASTER OF BUSINESS ADMINISTRATION | JUNE 2017 | VANDERBILT
UNIVERSITY
Skills & Abilities
· Financial Strategy & Planning
· Investment Management & Endowment
Stewardship
· Governance/Policy Development
· Data Analytics/Scenario Planning
· Stakeholder/Community Engagement
· Strategic Philanthropy/Complex gift
planning
Michael Jones
Morro Bay, CA 93442
September 25, 2025
City Clerk’s Office
City of Morro Bay
595 Harbor Street
Morro Bay, CA 93442
Dear Members of the Selection Committee,
I am writing to apply for a volunteer position on the Citizens Finance Committee for the City of Morro Bay. With over 15 years of experience in capital markets, investment management, and nonprofit financial leadership, I am eager to bring my background in fiscal oversight and strategic planning to support the City’s financial health and longterm sustainability.
In my current role as Chief Financial Officer of The Community Foundation San Luis Obispo County, I oversee a $94 million endowment that directly supports local nonprofits and community initiatives. My responsibilities include developing financial strategies, managing investments, ensuring compliance with nonprofit accounting standards, and preparing transparent reports for our Board and stakeholders.
Importantly, I have worked closely with governing bodies to strengthen fiscal accountability, build risk management frameworks, and enhance public trust through clear communication of complex financial matters.
Prior to my nonprofit leadership role, I spent more than a decade in investment and client management at firms such as Goldman Sachs and PIMCO. That experience honed my skills in asset allocation, risk analysis, and stakeholder reporting, competencies I now apply in a civic context to ensure prudent stewardship of community resources.
As a resident of Morro Bay, I am deeply committed to the responsible management of public resources that impact our community’s future. I view service on the Citizens Finance Committee as an opportunity to contribute both technical expertise and a collaborative spirit to ensure our City’s budgeting, oversight, and planning processes remain strong, transparent, and responsive to residents’ needs.
Thank you for considering my application. I would welcome the opportunity to contribute to the City of Morro Bay by serving on the Citizens Finance Committee.
Sincerely,
Michael Jones
Prepared By: _DS_______ Dept Review: ___EC___
City Manager Review: ___AL _____ City Attorney Review: __BS___ Staff Report
TO: Honorable Mayor and City Council DATE: October 9, 2025 FROM: Andrea Lueker, Interim City Manager
Emily Conrad, Finance Director
SUBJECT: Adopt Resolution No. 54-25 revising the City of Morro Bay Community Grant Policy
RECOMMENDED ACTION
Adopt Resolution No. 54-25 amending the City of Morro Bay’s Community Grants Policy and provide direction on the preferred application review process for the current fiscal year and provide direction regarding priorities and approval procedures for the FY 2025-26 Community Grant Awards.
FISCAL IMPACT
The Fiscal Year (FY) 2025-26 Adopted Budget includes $35,000 in General Funds for this purpose.
BACKGROUND
The Morro Bay City Council annually allocates grant funds to various community groups and nonprofit organizations. These bequests have ranged from approximately $7,000 in Fiscal Year (FY) 2015-16 up to a total award of $60,000 in the FY 2022-23 through FY 2024-25 ($35,000 from General Fund and $25,000 from ARPA funds). The FY 2025-26 adopted budget includes $35,000 community grant funds from the General Fund.
Grants and Council bequests are a mechanism by which the City Council and City can assist nonprofit agencies in providing direct or indirect services to the Morro Bay residents and community.
The Government Finance Officers Association (GFOA) recommends that agencies develop formal grant policies to outline criteria for awarding government funds, and requirements for reporting back on the use of those funds. It is important to retain this documentation and evidence to support the award be accountable from an audit perspective as to the use of government funds.
In 2019, the City Council adopted Resolution No. 67-19 approving a Community Grants Policy to address these issues by outlining types of activities and organizations that may apply for consideration of Council bequests, evaluation criteria the Council will consider, including the number of citizens within Morro Bay that will directly benefit from the grant award. In addition, the policy outlined the necessity for grant applicants to complete a grant application, provide documentation to the City to support the organizations non-profit status, and post-funding application requirements.
The post-funding application requirements stipulate that the grant recipients must provide an annual report to inform the City of the benefit received by the community due to the award of funds. Also, the reporting back requirements could aid Council in future award decisions. The current policy stipulates that failure to comply with reporting requirements will also automatically exclude an agency AGENDA NO: 8.b
MEETING DATE: October 14, 2025
from eligibility to receive community grant funding from the City for the following two fiscal years.
Lastly, the current policy requires the funded applicants provide appropriate liability insurance and workers compensation coverage as well as sign a Community Grant agreement outlining the terms of the grant award and further indemnifying the City.
The policy documents and procedures outlined in Resolution No. 67-19 (link provided as Attachment 1) have been used for the past five years and the feedback received from both applicants and staff is that the application was unnecessarily repetitive and confusing and the overall process somewhat onerous. That, along with feedback from the application review committee led to a review of the policy documents and development of a proposed scoring rubric to assist with the difficult decision of how to allocate funds, particularly in years when available funding is limited.
DISCUSSION
The Community Grant Policy provides that all applications will be submitted to the Finance Director who then forwards all qualifying applications to the City Council for review and consideration. In recent years, the Council liaison to the Citizens Finance Advisory Committee (CFAC) and two CFAC members, along with community members, if desired, have reviewed grant applications and, using criteria in the grants policy, formulated a proposed funding list for Council discussion and approval at a Regular Meeting. The Council was presented with all applications, including those not recommended for funding, made any desired adjustments to the funding list, and approved final funding.
Staff recognizes the review process is a challenging task given the number and quality of applications received. This process was particularly difficult last year when the City received a record number of 16 funding requests totaling $114,648, with only $60,000 in available funding. To assist the review committee and/or Council in its deliberations, last year the review committee requested a scoring rubric going forward, which is provided as Attachment 2 to Exhibit A. The scoring rubric will serve dual purposes of standardizing the evaluation of applications and also providing a framework to applicants for preparing a competitive proposal.
Staff seeks Council review and direction in the following areas:
1. Discuss and provide feedback on the revised policy document and scoring rubric,
2. Discuss potential priority projects or use of funds for this year’s allocation,
3. Discuss the review / approval process for the award of grant funds. Given the grant funds must be expended in the current fiscal year, it may be most efficient for each Council Member to review and score applications independently, then discuss and approve grant awards at an open Council meeting, ideally no later than the December 9th meeting.
4. Consider whether to set a maximum funding limit per application.
If approved by Council, staff will advertise opening of the grant period for the current fiscal year (FY 2025-26). Notification will occur on the City website and materials will be available at the front counter at City Hall. Additionally, FY 2024-25 grantees will be notified when the application period opens.
The Council has $35,000 in the FY 2025-26 budget approved for discretionary award for community grants. With approval of the proposed policy, staff would recommend an open grant period to submit applications through October 31, 2025. Staff will then review the applications for completeness and will either invite a committee to review and make recommendations to City Council, or the full Council can conduct individual review prior to discussion and award funding during the December 9th meeting.
Successful applicants would have until June 30, 2026 to complete the awarded projects.
CONCLUSION
Having clearly defined financial policies that reflect the City of Morro Bay’s values will serve as the foundation for decision-making in tough fiscal times and will aid in preserving the City’s long-term fiscal health and vitality. It is important that the City Council and community understand where the City’s funds are being appropriated, for what purpose, and what value is received from those appropriations. The proposed revised Community Grants Policy is intended to improve the City’s community grant process and also provide relevant information for the Council to evaluate effectiveness of the Council bequest program and benefit received by the community and residents due to the award of these funds. Therefore, staff recommends that Council review the proposed Community Grant Policy and adopt Resolution No. 54-25.
ATTACHMENTS
1. Link to Resolution 67-19 establishing Community Grant Policy
2. Proposed Resolution No. 54-25
Exhibit A – Community Grants Policy (redline version to illustrated changes) Attachment 1 – Community Grant Application
Attachment 2 – Scoring Rubric
Attachment 3 – Community Grant Agreement
Attachment 4 – Community Grant Annual Performance Report Form
RESOLUTION NO. 54-25
RESOLUTION OF THE CITY COUNCIL
OF THE CITY OF MORRO BAY, CALIFORNIA,
AMENDING THE CITY OF MORRO BAY’S COMMUNITY GRANT POLICY
T H E C I T Y C O U N C I L
City of Morro Bay, California
WHEREAS, the City of Morro Bay wishes to establish Accounting and Financial Reporting policies to direct staff and provide transparency to the Council and Community; and WHEREAS, those Accounting and Financial policies include a policy regarding the City of Morro Bay’s Community Grant Policy; and
WHEREAS, in July 2019, the City Council adopted Resolution No. 67-19 establishing the City of Morro Bay’s Community Grant Policy including an application form, an annual performance report and a Community Grant agreement; and
WHEREAS, the City of Morro Bay has conducted a periodic review of the Community Grant Policy and identified areas needing refinement, including the addition of a scoring rubric to aid in the application review process; and
WHEREAS, amending the City of Morro Bay’s Community Grant Policy will aid in the accountability of use of City funds which demonstrates the City’s commitment to fiscal responsibility and prudent management and is consistent with Government Accounting Standards.
NOW, THEREFORE, BE IT RESOLVED by the City Council of the City of Morro Bay, California, the “Community Grants Policy” is amended as set forth in Exhibit A, attached hereto and incorporated herein.
PASSED AND ADOPTED by the City Council of the City of Morro Bay at a regular meeting thereof held on the 14th day of October 2025, by the following vote:
AYES:
NOES:
ABSENT:
ABSTAIN:
RECUSE:
______________________________
CARLA WIXOM, Mayor
ATTEST:
_____________________________
DANA SWANSON, City Clerk
Resolution No. 54-25
Exhibit A
COUNCIL POLICY
COMMUNITY GRANTS POLICY
Policy Statement
The City of Morro Bay (City) is a full-service City, providing police, fire protection, public works, harbor, recreation, and community development services. As such, it is the City’s responsibility to establish policies for prudent financial oversight and accountability.
The City Council sets legislative financial management policies, as recommended by staff and advisory committees. Historically, the City Council has annually awarded community grants to contribute towards the funding of programs conducted by non-profit organizations that actively enhance the qualifty of life for Morro Bay residents.
Purpose
The purpose of this policy is to provide guidance on the award allocation of City discretionary moneyfunds, allocated to be awarded by the City Council. Annually, and subject to available funds, the City budget includes a set aside amount of discretionary funds available for the City Council to make monetary grants to community non-profits for community benefits, or to organizations and agencies that provide services to Morro Bay residents as outlined under eligibility requirements below, which includes Community and Social services, Cultural Arts, or Projects.
Policy
1. Non-profit organizations must file a City application for the community grants funding program in accordance with the City’s timeline for grant applications, which may vary from year to year. Notification of open grant period will be provided on the City’s website.
Applications are submitted to the Finance Department Director and forms are available on the City’s website or at City Hall. Application format and requested information is provided as Attachment 1.
2. Public funds shall be made available only when the funds are to be expended for a community program or service that will directly benefit the community and residents of Morro Bay.
3. An organization shall not be eligible for funding if they have failed to meet any of the postaward funding application requirements from the prior fiscal year.
4. Funds will not be allocated to the following organizations and activities (so as to maintain local government impartiality towards political campaigns, religious activities and fundraising endeavors):
a. Political action committees, political candidates, political campaigns, or partisan political activity;
b. Any organization conducting, promoting or denigrating religious activity;
5.4. To support an organization’s fundraising event or activityFunds must be consistent
Resolution No. 54-25
Exhibit A
with applicable federal and state laws regarding limitations on use of public funds. Public funds shall not be used for the following:
a. Religious Purposes. Grant funds shall not be used to conduct religious services or ceremonies. A grantee shall not spend any portion of the grant to inhibit or promote religion, nor to convey a religious message.
b. Political Purposes. Grant funds shall not be used for political purposes, such as political advocacy efforts whether for or against a political candidate, ballot measure, or bill.
6.5. Funds requested from membership based adult organizations will not be considered if the funds requested are to be used to directly benefit its members and not the community at large.
7.6. Requests for funding will be considered by the City Council only during the periods determined in this Council Policy and if submitted on the appropriate City application form.
7. Funding of a program will not constitute a precedent for contributions in subsequent years.
8. The funding pool for Community Grants is limited. To maximize community impact, funding decisions prioritize distributing awards across multiple applicants. While no strict maximum is set, requests above $10,000 are unlikely to be funded in full. Applicants are encouraged to request only the amount necessary to complete their proposed project. In recent years, most awarded grants have amounts ranged between $1,000 - $6,000 Eligibility
To be eligible for award of a community grant, agencies must:
1. Submit a separate, only one completed application form for each project per fiscal year (see Attachment 1).
2. Be a registeredincorporated as a tax-exempt nonprofit corporation (IRS 501-C) at the time of application. and/or exist as another government entity.
Demonstrate the managerial and financial capability to receive and expend grant funds.
3. Assure compliance with all applicable local, state, and federal laws including but not limited to non-discrimination requirements.
Programs for which funding is requested must qualify under one of the categories below:
1. Community and Social Services: Funding for programs and services that address identified community needs or problems (as stated in the City’s General Plan, action plan, adopted Council Goals, or other policies) and provide community benefit to a high percentage of Morro Bay residents. These may include, but are not limited to, the following:
a. Crisis Intervention Services and/or Centers
b. Youth Services and Athletics
c. Active Adult service agencies
d. Health and Safety
e. Youth-Serving Agencies
f.d. Low-income or other sSocial service agencies and programs. g. Bilingual service agencies
Resolution No. 54-25
Exhibit A
h. Low-income service agencies
i. Homelessness
j. Economic Development
2. Cultural Arts, including but not limited to:
a. Museum, including artistic, historical or scientific display or education b. Performing Arts, including music and theater arts
c. Fine and Visual Arts
3. Project: Funding for one-time projects designed to address a significant community need or problem. City funding shall be limited to a specific time-frame, usually not more than one yearThe Project or Program must take place in Morro Bay and be completed within the fiscal year for which funding has been allocated by the City Council.
Funding Request
All applicantstions must submit a completed City application (Attachment 1) and the following attachments unless already on file with the City:
1. Names/addresses of current Board of Directors
2. Board approved current operating budget
Evaluation Criteria
All applications will be submitted to the Department of Finance Department, C/O of the Director of Finance Director, for Council consideration. The Department of Finance Director will evaluate applications for consistency with Policy requirements and will forward all qualifying applications to the City Council for review and consideration. In the Council’s sole discretion, an otherwise qualified applicant (who is unable, pursuant to an articulated justification consistent with promotion of City’s needs, to reasonably meet application requirements) may be granted an exception by the City Council from one or more application requirements. In its evaluation, the City Council shall consider and evaluate the following criteria and rank applications using the Scoring Rubric provided as Attachment 2:
1. tThe non-profit status of the organization;.
2. Tthe number of citizens within the community that will benefit directly by the expenditure as well as the ratio of Morro Bay residents served to the total number of individuals served;.
3. aAdherence to stated policies of the City of Morro Bay;.
4. wWhether or not a public need will go unmet without the contribution;.
5. tThe degree to which the cause has been recognized as a contribution to the community;.
6. Wwhether or not the contribution could expose the City to liability; .and
7. tThe amount of the request;..
8. Tthe degree to which the members of the organization have engaged in fundraising activities; and.
Resolution No. 54-25
Exhibit A
9. Wwhether or not the organization has applied for funding from other San Luis Obispo County cities.
After review, the City Council shall make award to approve, deny or modify the funding request at a Special or Regular Meeting.and direct staff to include the awarded amounts in the upcoming proposed operating budget for adoption. Applications will be reviewed by the City Council during the April Council meetings for inclusion in the draft proposed budget. At the time of consideration and evaluation, staff will advise Council of available funding amount to be awarded.
Post-Award Funding Application Requirements
Following award of community grant funds, the recipients will be asked to sign a City Grant Agreement (Attachment 23) stipulating the following conditions:
1. Carry adequate liability insurance naming the City of Morro Bay as additional insured as may be required by the City.
2. Not discriminate in employment or in clients served because of race, religion, national origin, sexual orientation, or gendersex.
3. Be accountable for revenue and expenditures through standard bookkeeping procedures.
An annual audit or review at the applicant’s expense may be required, with the results available to the City of Morro Bay upon requestRecord-keeping requirements of grant recipients include copies of all invoices, receipts, and expenditures of grant funds with supporting documentation showing the expenditures were used directly for the grant project as proposed.
4. Provide access to periodic reviews by City staff and City Council for purposes of monitoring the program should the City wish to do so.
5. Grant funds must be spent by June 30th of the fiscal year in which they were awarded, regardless of the date of receipt of the grant funds. Grant funds awarded that remain unspent by June 30th must be returned to the City.
5.6. The funded applicant shall provide the City with a year-end report, including a full financial accounting and narrative report (Attachment 34).
The end-of-the-year report shall be in writing and submitted by July 31st following the close of the fiscal year in which the funds were awarded. within 60 30 days after the one-year grant period. This report must include a complete financial statement detailing all expenditures of City monies for the program(s) covered under the grant and a narrative report on the project or program and its significance. The financial and narrative report should compare actual expenditures and accomplishments with the budget and objectives cited in the original proposal.
Failure to comply with the reporting requirements by the stipulated dates may lead to termination of the grant agreement and funds being returned to the discretion of the City Council. Failure to comply with reporting requirements will also automatically exclude an agency from eligibility to receive community grant funding from the City for the following two fiscal years
6.7. Funded applicants must return to the City any unexpended funds at the end of the one-year period, or whenever the City reasonably determines that the applicant has not performed in accordance with the approved program proposal.
Resolution No. 54-25
Exhibit A
7.8. Any funds returned in accordance with this policy shall be returned to the fund from which they were allocated from.
8.9. City fundsmoneys shall be used only for the purpose and program(s) duly authorized and in accordance with the approved application budget. Any deviation from the approved program proposal may be made only with the City’s prior written approval which requires Council authority. If moneys are used outside the approved program proposal without prior written approval from the City, funds must be returned immediately to the City.
Resolution No. 54-25
Attachment 1
CITY OF MORRO BAY
APPLICATION FOR COMMUNITY GRANT FUNDING
1 Name of Agency
Site Address
Mailing Address
Tax ID #
Contact Person Name and
Title
Contact Person Email
Contact Person Phone
Web Address
Name and title of Executive
Director, CEO or President
Non-Profit Status
To be eligible for community grant funding, you must be a registered non-profit organization.
Please attach proof of non-profit status to this application.
Program/Project For Which Grant Funds Are Being Sought
Program /Project Name:
Is your program/project open to the public? Yes No
Is your program or project political or religious in nature? Yes No
I. AGENCY INFORMATION
A. General Information
Grant Request Amount: $______________________________________________ General Agency Information
Agency’s Name
Year Established
Number of Paid Full-Time Employees
Number of Paid Part-Time Employees
*Attach Board Roster and most recent financial statements (or copy of your last tax return (IRS 990)
Resolution No. 54-25
Attachment 1
CITY OF MORRO BAY
APPLICATION FOR COMMUNITY GRANT FUNDING
2 II. COMMUNITY NEED STATEMENT
A. Community Need: Describe briefly the demonstrated need in the Morro Bay community for the program. Cite data sources as appropriate.
B. Agency Narrative: Please provide your agency’s Mission Statement and Goals, brief history, programs and population(s) served, organizational structure and experience with proposed grant activities. If your organization provides programs countywide, indicate the percentage of Morro Bay residents served.
C. Local Challenges: What local challenge or need does this grant address? Identify the target audience and how Morro Bay residents will benefit? Provide estimated percentage of Morro Bay residents that will benefit from this program compared with residents of adjacent areas and / or countywide.
Resolution No. 54-25
Attachment 1
CITY OF MORRO BAY
APPLICATION FOR COMMUNITY GRANT FUNDING
3 D. Program/Project Description: Please provide project description, including explanation of approach, identified strategies and anticipated outcomes. Please quantify the number of Morro Bay residents to be served, including targeted audience and who benefits from the program. Include a list of planned activities, costs associated, timeline and staff/volunteers responsible for the proposed program. Please provide an outline of how requested grant funds would be spent. Note that documentation of expenditures such as canceled checks, receipts, bank statements, financial statements etc. is required at the end of the grant period, along with a year-end report on expenditures and outcomes. Program expenditures must be completed by June 30th. Any funds unexpended by that date must be returned to the City.
E. Previous Funding: If your organization has received previous funding from the City of Morro Bay for the proposed project (within the last year), please provide the outcomes in measurable terms and a case example of the grant impact. Please note that prior year reporting requirements must have been met to ensure continued eligibility for City funding.
F. Collaborative Requests: If a collaborative request, please provide a description of prior collaborative activities, and proposed responsibilities of collaborative members.
Resolution No. 54-25
Attachment 1
CITY OF MORRO BAY
APPLICATION FOR COMMUNITY GRANT FUNDING
4 G. Describe how you will promote/advertise your program/project for awareness to the public.
H. Describe how your program contributes positively to Morro Bay and aligns with Council goals.
III. PROGRAM FISCAL INFORMATION
A. Program Budget
Please complete the following summary tables to reflect the budget for your organization and program. All amounts should be rounded to the nearest dollar. Alternatively, please attach single page revenue/expense summary sheets for the program for which funds are requested and a separate summary for the organization.
Budget Summary
Budget Data
Morro Bay grant funding Requested:
Total Program budget $
Total Organization budget $
Resolution No. 54-25
Attachment 1
CITY OF MORRO BAY
APPLICATION FOR COMMUNITY GRANT FUNDING
5 Funding Summary
Revenue Source Program
Budget
Morro Bay grant request: $
Other municipal funding
(please specify: )
$
County funding
(please specify:)
$
State funding
(please specify:)
$
Federal funding
(please specify:)
$
Fees for services $
Donations $
Reserve contingency fund $
All other sources
(please specify:)
$
Total $
B. Organization Contracts: Has your organization ever had funds withdrawn or a contract terminated for cause, unsatisfactory performance, or questionable costs on any financial statements or audit? If so, please describe.
C. Travel Expense Disclosure: If Community Grant funds are to be used for staff travel expenses, please provide the anticipated expense breakdown for registration, transportation, hotel, and/or food. Please note alcohol is not an allowable expense for grant funds.
Resolution No. 54-25
Attachment 1
CITY OF MORRO BAY
APPLICATION FOR COMMUNITY GRANT FUNDING
6 D. Eligibility information: to be eligible for award of a community grant, agencies must:
1. Submit only one, completed application form.
2. Be a registered tax-exempt non-profit corporation (IRS 501-C) at the time of application.
3. Demonstrate the managerial and financial capability to receive and expend funds.
4. Assure compliance with all applicable local, state, and federal laws including but not limited to non-discrimination requirements.
5. Must have submitted all required year-end reports for City grant fund expenditures for prior year(s) in a timely and complete manner, if applicable.
E. Required attachments: Please attach the following to your application:
a. Agency/Organization Board Roster
b. Most recent financial statement(s) or a copy of the agency/organization’s last tax return (IRS 990)
c. IRS Determination Letter (confirming approval of 501(c) status) https://rct.doj.ca.gov/Verification/Web/Search.aspx?facilty=Y) d. Copy of current (active) status of organization from Secretary of State of California authorizing the organization to transact business
(https://bizfileonline.sos.ca.gov/search/business)
e. Attach additional pages, as needed. Please keep to a 2-page maximum.
Resolution No. 54-25
Attachment 1
CITY OF MORRO BAY
APPLICATION FOR COMMUNITY GRANT FUNDING
7 CERTIFICATION
The applicant hereby proposes to provide the services as listed in this proposal. If this proposal is approved and funded, it is agreed that relevant federal, state, and local regulations, including nondiscrimination laws and other assurances as required by the City of Morro Bay, will be adhered to. Furthermore, I certify that the applicant is fully capable of fulfilling its obligation under this proposal as stated herein.
Grantee agrees to provide immediate written notice to the City if significant changes or events occur during the term of this award which could potentially impact the progress or outcome of the grant, including without limitation, changes in Grantee management personnel or losses of funding.
This grant is requested with the understanding that the City has no obligations to provide any, other or additional support or grants to the Grantee.
This grant is requested for programming that will be completed (and funds expended) by June 30th, and the applicant understands that, if awarded, funds not expended by that date are subject to return to the City.
The end-of-the-year report shall be in writing and submitted by July 31st following the close of the fiscal year in which funds were awarded.
On behalf of the applicant organization, I understand and agree to the foregoing terms and conditions of the City’s grant, and I hereby certify and attest to my authority to execute this agreement on Applicant’s behalf.
This application and the information contained herein are true and correct and complete, to the best of my knowledge.
Date: ________________________
________________________________
Organization Name
________________________________
Executive Director
________________________________
(Print Name)
Resolution No. 54-25
Attachment 2
COMMUNITY GRANT SCORING RUBRIC
Criteria 5 points
Exemplary
3-4 points
Good
1-2 points
Passable
0 points
Evidence not demonstrated
Project overview Proposal clearly explains the
project and the scope, steps,
methods, and intended
results with logical and
systematic detail.
Proposal adequately explains
the scope, steps, methods,
and intended results of the
project in general terms.
Project explains the general
scope and intended results
but lacks detail of the project
steps and methods.
Proposal lacks sufficient
detail to convey the scope or
intended results of the
project.
Community Impact Target audience/population
clearly and specifically
defined.
Strong presentation of the
meaningful positive impact to
the target audience/
population provided with
specific local evidence or
data to support the need for
the project.
Target audience/population
reasonably well defined.
Sufficient presentation of
meaningful positive impact to
the target audience/
population provided with
general evidence or data to
support the need for the
project.
Target audience/population
very broadly defined.
Presentation of positive
impact based on realistic
assumptions despite gaps in
evidence.
Target audience/population
not sufficiently defined or too
broadly defined.
Proposal lacks demonstration
of meaningful impact to target
audience/population.
Direct Benefit to Morro Bay Project/Program is highly
local and specifically targets
the Morro Bay community
(whether or not the
organization is based in
Morro Bay).
Project/Program is currently
regional but is specifically
targeting expansion into the
incorporated Morro Bay
community, shows significant
benefit to the Morro Bay
community, and grant funding
will only support the portion
of the project within
incorporated Morro Bay.
Project is regional but gives
strong evidence for how the
incorporated Morro Bay
community will directly
benefit.
Project is regional with a wide
regional target audience
indicating only an indirect
benefit to the Morro Bay
community.
APPLICATION
DISQUALIFIED
Resolution No. 54-25
Attachment 2
Budget Analysis Strongly detailed and realistic
budget with sound use of
funds.
Any funding necessary above
the limit of the grant is both
accounted for and secured
through commitments from
other means.
Realistic budget with general
detail to show responsible
use of funds. Any funding
necessary above the limit of
the grant is accounted for
with reasonable certainty or
commitment.
Budget generally appears to
support the project activities
as described although there
are gaps in detail.
Applicant has realistic
opportunity to secure
necessary funding above the
limit of the grant even if
commitment from those
sources is uncertain.
Described proposal is not
supported by the budget or
no reliable source of funding
is presented to provide any
necessary funding beyond
the limit of the grant.
APPLICATION
DISQUALIFIED
Feasibility Applicant demonstrates
superior experience or
knowledge in the field as it
relates to completing the
project.
Project, personnel, available
resources, and timeline are
realistic and congruent with
project descriptions and
outcomes.
High likelihood of project
being achievable based on
information presented
Applicant demonstrates
adequate experience or
knowledge in the field as it
relates to completing the
project or expertise in a
related field that would
transfer to the project.
Deficiencies or
overestimations may exist in
the project, personnel,
available resources, or
timeline within tolerable
range. Outcome appears
achievable despite some
gaps or leaps.
Applicant has gaps in
experience or knowledge as
it relates to the proposal but
demonstrates that it can
reasonably bridge gaps to
successfully accomplish the
project.
Project, personnel, timeline,
or resources as described
expose weaknesses in the
proposal that will leave gaps.
Project outcome’s ability to
be achieved is questionable
at the level proposed, but
likely will be achievable at a
smaller level.
Applicant does not
demonstrate the experience
or knowledge to complete the
project.
Insufficient information about
personnel, resources, project,
or timeline to gauge
feasibility.
Assessment/Evaluation Clear definition of success of
program. Clear picture of
how data will be collected to
demonstrate degree to which
outcomes are met.
Good understanding of
anticipated specific results of
success, but plan lacks
details about data or
methods.
Success difficult to ascertain,
flawed by untestable
outcomes, inappropriate
methods, or lack of useful
data collection
Evaluation plans missing or
unusable
GRANT AGREEMENT BY AND BETWEEN
THE CITY OF MORRO BAY AND
[NAME OF GRANTEE]
THIS AGREEMENT is made and entered into this _____ day of _________, 20__, and is effective as of the ____ day of _____, 20__ by and between the CITY OF MORRO BAY, a municipal corporation of the State of California (hereinafter CITY), and [NAME OF GRANTEE], a nonprofit corporation of the State of ____________________ (hereinafter CONTRACTOR).
WITNESSETH
WHEREAS, CITY appropriated funds in its Fiscal Year _______Budget for allocation to community service agencies; and
WHEREAS, CITY desires to engage CONTRACTOR to provide services described in Exhibit A and as permitted pursuant to CONTRACTOR'S non-profit purpose for the public purpose of the benefit of the residents of CITY (hereinafter "PROGRAM"), and CITY has appropriated funds for this purpose, to be utilized during the time period between July 1, 20__, and June 30, 20__; and
NOW, THEREFORE, THE PARTIES AGREE, as follows:
I. COMMUNITY GRANT POLICY
The CONTRACTOR warrants that it has read and understands the CITY's Community Grant Policy Governing Community Grants attached as Exhibit B to this Agreement, and incorporated herein by reference (hereinafter Community Grant Policy), and agrees that it shall be bound by that Community Grant Policy in its performance under this Agreement, with the sole exception of any express exemptions from that Community Grant Policy as provided herein. In case of any conflict between the terms of this Agreement and the Community Grant Policy, the terms of this Agreement shall take precedence.
II. PROGRAM COORDINATION
A. CITY: The CITY Manager, or their designee, shall be the PROGRAM MANAGER and shall render overall supervision of the progress and performance of this Agreement by CITY. All services agreed to be performed by CITY shall be under the overall direction of the PROGRAM MANAGER.
B. CONTRACTOR: CONTRACTOR shall assign a single PROGRAM DIRECTOR who shall have overall responsibility for the progress and execution of this Agreement. CONTRACTOR shall timely provide notice to PROGRAM MANAGER of the name of the PROGRAM DIRECTOR. Should circumstances or conditions subsequent to the execution of this Agreement require a substitute PROGRAM DIRECTOR, CONTRACTOR shall notify CITY immediately of such occurrence in writing. PROGRAM DIRECTOR and CONTRACTOR staff will fully cooperate with CITY'S PROGRAM MANAGER relating to the PROGRAM, areas of concern, and the impact of PROGRAM on residents of CITY.
C. NOTICES: All notices or other correspondence required or contemplated by this Agreement shall be sent to the parties at the following addresses:
CITY CONTRACTOR
Finance Director
City of Morro Bay [NAME OF CONTACT]
Finance Department [NAME OF GRANTEE]
595 Harbor Street [ADDRESS OF GRANTEE]
Morro Bay, CA 93442 [ADDRESS OF GRANTEE]
III. OBLIGATIONS OF CITY
A. Contract Compliance: CITY staff shall provide reasonable assistance to CONTRACTOR in connection with:
1. Obtaining conformity of the PROGRAM with the CITY's policies and procedures and all CITY codes, ordinances, directives and laws.
2. Performance review under the Agreement for compliance purposes and evaluating PROGRAM based on required narrative and financial reports received from CONTRACTOR and on-site monitoring of client-based data.
IV. OBLIGATIONS OF CONTRACTOR
CONTRACTOR shall file a written Year-End Performance and Expense Report with CITY by July 31st following the close of the fiscal year in which funds were awarded, detailing the types and numbers of services rendered to beneficiaries, the outcomes of the PROGRAM, which reports shall evaluate the manner in which PROGRAM is achieving its goals according to standards established by CITY. All grant funds must be spent by June 30th of the fiscal year in which they are awarded. Any unspent funds shall be returned to CITY. Failure to submit the report on time or comply with the expenditure requirements may result in termination of the Agreement, return of funds, and ineligibility for CITY grant funding for the next two fiscal years.
V. PAYMENTS TO CONTRACTOR
A. Method of Payment:
1. CITY agrees to provide CONTRACTOR a sum of money not to exceed [AMOUNT OF GRANT IN WORDS] ($[AMOUNT OF GRANT IN
NUMERALS]), including all allowable costs and expenses, by __________________.
2. CITY grant funds are meant to fund CONTRACTOR for all allowable costs and expenses incurred in providing the PROGRAM. Payment shall be made solely for services set forth in Exhibit A, and subject to CITY’s review of CONTRACTOR performance.
3. CITY may, at any time and in its absolute discretion, elect to suspend or terminate payment to CONTRACTOR, in whole or in part, under this Agreement, or not to make any particular payment under this Agreement, in
the event of unsatisfactory performance or noncompliance with this Agreement.
VI. DISCLOSURE OF CONFIDENTIAL CLIENT INFORMATION
CITY, to the extent allowed by the California Public Records Act, and CONTRACTOR agree to maintain the confidentiality of any information regarding applicants for services offered by the PROGRAM pursuant to this Agreement or their immediate families which may be obtained through application forms, interviews, tests, or reports, from public agencies or counselors, or any other source. Without the written permission of the applicant or court order, or as otherwise required by law, such information shall be divulged only as necessary for purposes related to the performance or evaluation of the services and work to be provided pursuant to this Agreement to designated persons having responsibilities under the contract, including those furnishing services under the PROGRAM through subcontracts.
VII. ASSIGNABILITY AND INDEPENDENT CONTRACTOR REQUIREMENTS A. The relationship of CONTRACTOR to CITY is that of an independent contractor.
CONTRACTOR is responsible for the results of its PROGRAM and compliance with the terms of this Agreement. CONTRACTOR has full rights to manage its employees subject to the requirements of the law. All persons employed by CONTRACTOR in connection with this Agreement shall be employees of CONTRACTOR and not employees of CITY in any respect. CONTRACTOR shall be responsible for all employee benefits, including, but not limited to, statutory workers' compensation benefits.
B. None of the work or services to be performed hereunder shall be delegated or subcontracted to third parties without prior written CITY approval.
C. No subcontractor of CONTRACTOR will be recognized by CITY as such. All subcontractors are deemed to be employees of CONTRACTOR, and CONTRACTOR agrees to be responsible for their performance and any liabilities attached to their actions or omissions.
D. This Agreement is based on the unique services of CONTRACTOR. This Agreement shall not be assigned or transferred without the written consent of the CITY. No changes or variations to this Agreement of any kind are authorized without the written consent of the CITY Manager.
VIII. COMPLIANCE WITH LAW
CONTRACTOR shall become familiar and comply with and cause all its subcontractors and employees, if any, to become familiar and comply with all applicable federal, state and local laws, ordinances, codes, regulations, and decrees including, but not limited to, the City’s Community Grant Policy as provided in Exhibit B. Failure of CONTRACTOR to, in any manner, observe and adhere to law as described herein or as amended shall in no way relieve CONTRACTOR of its responsibility to adhere to same and CONTRACTOR herein acknowledges this responsibility.
IX. TERMS AND AMENDMENTS
Amendments to the terms and conditions of this Agreement shall be requested in writing by the party desiring such revision, and any such adjustment to this Agreement shall be determined and effective only upon the mutual Agreement in writing of the parties hereto unless the Amendments are made by the CITY as corrective actions under the Community Grant Policy, attached hereto as Exhibit B and incorporated herein by reference, in which case they will be adopted as ordered.
X. LEGAL MATTERS
A. Integration
This document, including Exhibits A through B, represents the entire and integrated Agreement between the CITY and the CONTRACTOR, and supersedes all prior negotiations, representations, and agreements, either written or oral.
B. Binding Effect
The terms of this Agreement shall bind, and inure to the benefit of, the parties, their heirs, successors, and assigns.
XI. HOLD HARMLESS
A. CONTRACTOR hereby releases and agrees to protect, defend, hold harmless, and indemnify CITY, its CITY Council, its officers, employees, agents, volunteers and elected officials, boards and commissions, from and against all claims, injury, liability, loss, costs and expense, or damage, however same may be caused, including all cost and reasonable attorney's fees in providing the defense to any claim arising therefrom, for any loss or damage to property (real and/or personal) and for personal injury to or death of any person or persons arising out of, occurring by reason of, or in any way connected with CONTRACTOR's PROGRAM activities or omissions, or in consequence thereof.
B. CONTRACTOR shall hold CITY, its CITY Council, officers, employees and boards and commissions harmless from CONTRACTOR's failure(s) to comply with any requirement imposed on PROGRAM by virtue of the utilization of Federal funds.
CONTRACTOR shall reimburse CITY, for any disallowed costs and/or penalties imposed on CITY, because of CONTRACTOR's failure to comply with Federal, State or legal regulations or requirements, including any CITY costs, including attorney’s fees, reasonably necessary to secure such reimbursement.
C. CITY shall indemnify and save CONTRACTOR, its officer, employees, and officials harmless with respect to any judgements arising from CITY’s sole negligence or intentional actions or omissions in performance of CITY’s obligations under this Agreement.
D. CITY and CONTRACTOR agree that CITY’s indemnification shall extend solely to the payment of any judgements and is not intended to require that a defense to suit be provided by CITY, or to limit in any manner CONTRACTOR’s duty to defend
all suits, actions, claims and causes of action arising out of the services CONTRACTOR provides pursuant to this Agreement.
XII. INSURANCE AND INDEMNIFICATION
A. Minimum Scope of Coverage
1. CONTRACTOR agrees to have and maintain, for the duration of the contract, General Liability insurance policies insuring him/her and their organization/firm to an amount not less than: one million dollars ($1,000,000) per occurrence, and two million dollars ($2,000,000) in the aggregate, for bodily injury, personal injury and property damage.
2. CONTRACTOR agrees to have and maintain for the duration of the contract, an Automobile Liability insurance policy ensuring him/her and their staff to an amount not less than one million dollars ($1,000,000) per accident for bodily injury and property damage.
3. CONTRACTOR shall provide to the CITY all certificates of insurance, with original endorsements effecting coverage. CONTRACTOR agrees that all certificates and endorsements are to be received and approved by the CITY before work commences.
4. CONTRACTOR agrees to have and maintain, for the duration of the contract, professional liability insurance appropriate to the CONTRACTOR’s profession in amounts not less than $1,000,000 which is sufficient to insure CONTRACTOR for professional errors or omissions in the performance of the particular scope of work under this agreement.
B. General Liability
1. The CITY, its CITY Council, its officers, officials, employees, agents and volunteers are to be covered and named as additional insured as respects: liability arising out of activities performed by or on behalf of the CONTRACTOR; products and completed operations of CONTRACTOR, premises owned or used by the CONTRACTOR. This requirement does not apply to the professional liability insurance required for professional errors and omissions.
2. The CONTRACTOR's insurance coverage shall be primary insurance as respects the CITY, its CITY Council, its officers, officials, employees, agents and volunteers. Any insurance or self-insurances maintained by the CITY, its CITY Council, its officers, officials, employees, agents or volunteers shall be excess of the CONTRACTOR's insurance and shall not contribute with it. The insurer is deemed hereof to waive all rights of subrogation and contribution it may have against the CITY, its officers, employees and agents and their respective insurers.
3. Any failure to comply with reporting provisions of the policies shall not affect coverage provided to the CITY, its CITY Council, its officers, officials, employees, agents or volunteers.
4. The CONTRACTOR's insurance shall apply separately to each insured against whom a claim is made or suit is brought, except with respect to the limits of the insurer's liability.
C. All Coverages
Each insurance policy required in this item shall be endorsed to state that coverage shall not be suspended, voided, cancelled, reduced in coverage or in limits except after thirty (30) days' prior written notice by certified mail, return receipt requested, has been given to the CITY. Current certification of such insurance shall be kept on file at all times during the term of this agreement with the CITY Clerk.
D. Workers’ Compensation
In addition to these policies, CONTRACTOR shall have and maintain Workers' Compensation insurance as required by California law and shall provide evidence of such policy to the CITY before beginning services under this Agreement.
Further, CONTRACTOR shall ensure that all subcontractors employed by CONTRACTOR provide the required Workers' Compensation insurance for their respective employees.
XIII. WHEN RIGHTS AND REMEDIES WAIVED
In no event shall any payment by CITY or any acceptance of payment by CONTRACTOR hereunder constitute or be construed to be a waiver by CITY or CONTRACTOR of any breach of covenants or conditions of this Agreement or any default which may then exist on the part of CITY or CONTRACTOR, and the making of any such payment while any such breach or default shall exist shall in no way impair or prejudice any right or remedy available to CITY or CONTRACTOR with respect to such breach or default.
XIV. TERMINATION
A. Termination for Cause and Reimbursement
1. Termination for Cause. This Agreement may be suspended or terminated at any time before the date of completion by CITY if:
A. CONTRACTOR fails to comply with conditions of the Agreement.
B. CONTRACTOR refuses to accept any additional conditions that may be imposed by the Federal or State Government.
C. CITY Council determines the CITY can no longer fund the monies for the Agreement.
2. Reimbursement. CONTRACTOR expressly agrees and understands that if in the sole reasonable written determination of the CITY the grant funds provided by CITY to CONTRACTOR are not used exclusively for the agreed upon intended purpose, in whole or in part, CITY may terminate this Agreement for cause, and CONTRACTOR will promptly reimburse CITY in full for the entire amount of the grant funding provided by the CITY, or on a pro rate basis as determined by the CITY.
B. Termination for Convenience
CITY or CONTRACTOR may terminate this Agreement in whole or in part when both parties agree that the continuation of the PROGRAM would not produce beneficial results commensurate with the further expenditure of funds. The two
parties shall agree upon the termination conditions, including the effective date and, in the case of partial termination, the portion to be terminated.
C. Upon Suspension or Termination, CONTRACTOR shall:
1. Not incur new obligations, and shall cancel as many outstanding obligations as possible, as such obligations concern the PROGRAM.
2. Be paid only for services actually rendered to CITY to the date of such suspension or termination; provided, however, if this Agreement is suspended or terminated for fault of CONTRACTOR, CITY shall be obligated to compensate CONTRACTOR only for that portion of CONTRACTOR's services which are of benefit to CITY.
3. Turn over to CITY immediately any and all copies of studies, reports and other data, prepared by CONTRACTOR or its subcontractors, whether or not completed, if any, in connection with this Agreement; such materials shall become property of CITY. CONTRACTOR, however, shall not be liable for CITY's use of incomplete materials or for CITY's use of complete documents if used for other than the services contemplated by this Agreement.
D. CITY is not liable for any CONTRACTOR expenses incurred after the termination or closing date of the Agreement.
XV. MISCELLANEOUS PROVISIONS
A. The Caption
The captions of the various sections, paragraphs, and subparagraphs of the Agreement are for convenience only and shall not be considered nor referred to for resolving questions of the interpretation.
B. No Third Party Beneficiary
This Agreement shall not be construed or deemed to be an Agreement for the benefit of any third party or parties, and no third party shall have any claim or right of action hereunder for any cause whatsoever.
C. Severability Clause
In case any one or more of the provisions contained herein shall, for any reason, be held invalid, illegal, or unenforceable in any respect, it shall not affect the validity of the other provisions which shall remain in full force and effect.
D. No Pledging of CITY's Credit
Under no circumstances shall CONTRACTOR have the authority or power to pledge the credit of CITY, or incur any obligation in the name of CITY. CONTRACTOR shall save and hold harmless CITY, its CITY Council, its officers, employees and boards and commissions from expenses arising out of this Agreement.
E. Disputes
In any dispute over any aspect of this Agreement, the prevailing party shall be entitled to reasonable attorney's fees, as well as reasonable costs.
F. Nondiscrimination
1. Neither the CONTRACTOR nor any of its subcontractors shall discriminate in the employment of persons because of their race, color, national origin, sex,
age, ancestry, sexual orientation, religion, physical or mental disability, or marital status, unless based upon a bona fide qualification under the California Fair Employment and Housing Act.
2. Neither the CONTRACTOR nor any of its subcontractors shall discriminate in the provision of any services or programs because of race, color, national origin, sex, age, ancestry, sexual orientation, religion, physical or mental disability, or marital status, unless based upon a bona fide qualification under the California Fair Employment and Housing Act.
G. Venue
This Agreement shall be interpreted, construed and governed both as to validity and to performance of the parties in accordance with the laws of the State of California.
Legal actions concerning any dispute, claim or matter arising out of or in relation to this Agreement shall be instituted in the Superior Court of the County of San Luis Obispo, State of California, or any other appropriate court in such county, and CONTRACTOR covenants and agrees to submit to the personal jurisdiction of such court in the event of such action. In the event of litigation in a U.S. District Court, venue shall lie exclusively in the Central District of California, in the County of San Luis Obispo, State of California.
H. Non-liability of City Officers and Employees
No officer or employee of the City shall be personally liable to the CONTRACTOR, or any successor in interest, in the event of any default or breach by the City or for any amount which may become due to the CONTRACTOR or to its successor, or for breach of any obligation of the terms of this Agreement.
I. Interpretation
The terms of this Agreement shall be construed in accordance with the meaning of the language used and shall not be construed for or against either party by reason of the authorship of this Agreement or any other rule of construction which might otherwise apply.
J. Counterparts
This Agreement may be executed in counterparts, each of which shall be deemed to be an original, and such counterparts shall constitute one and the same instrument. [Signatures on the following page.]
IN WITNESS WHEREOF, the parties have executed this Agreement as of the day and year first herein above set forth.
City of Morro Bay [NAME OF GRANTEE]
__________________________ __________________________
Andrea Lueker, [NAME OF CONTACT]
Interim City Manager Executive Director
APPROVED AS TO FORM:
__________________________
Brian J. Stack, City Attorney
EXHIBITS:
A. Scope of Services
B. Community Grant Policy
Resolution No. 54-25
Attachment 4
Community Grant Funding Program
YEAR END PERFORMANCE AND EXPENSE REPORT
GENERAL INFORMATION
Name of Organization: ______________________________________Phone: _______________________ Mailing Address: _____________________________________________________ Zip: _______________ Report Preparer: ___________________________________ Title: ______________________________ Contact Number: __________________________________ Email: ______________________________ Funds Approved: $________ Funds expended per report period: $________ Fund remaining: $________
PERFORMANCE INFORMATION
1. Describe how grant funds have been used and complete and sign the attached expense report:
2. List dates, name of activities, and event locations for special events funded with City of Morro Bay Grant funds, as relevant:
(Note: attach activity fliers/advertisement/agendas, as relevant to funded activities)
3. Total Number of Individuals Served: ________ Number of Morro Bay Residents Served: ___________
4. List the goals that were achieved by your project during this report period:
Community Grant Page 2 Report Form
Resolution No. 54-25
Attachment 4
5. Authorizations:
I hereby certify and attest that both the information contained in this report is true to the best of my knowledge and belief, as well as I am authorized by the organization discussed herein to present this report as its duly authorized representative. I also hereby certify that our organization is in compliance with all state, federal, and local laws regarding licensing and employment practices.
Print Name of Report Preparer: ___________________________________________Title: __________________________________ Preparer Signature: ____________________________________________________Date:____________________ Print name of President or Authorized Officer: ___________________________________ Title: ______________________________ President Signature: ______________________________________________________________Date: ________________________ Return this completed report to:
City of Morro Bay
Finance Department
595 Harbor Street
Morro Bay, CA 93442
Attn: Finance Director
Office (805) 772-6217
Email: [email protected]
Name of Organization:
Award Year:
Award Amount:
DATE VENDOR DESCRIPTION AMOUNT
TOTAL
DATE SIGNATURE NAME
Community Grant Year End Expense Report
RELATION TO PROJECT
AGENDA NO: 8.c
MEETING DATE: October 14, 2025
Prepared By: __AS_____ Dept Review: __AS_____
City Manager Review: ____AL___ City Attorney Review: __BS____ Staff Report
TO: Honorable Mayor and City Council DATE: October 7, 2025 FROM: Airlin Singewald, Community Development Director
Via: Andrea Lueker, Interim City Manager
SUBJECT: Short-term Rental Ordinance Implementation – Quarterly Update
RECOMMENDED ACTION
Receive and file a quarterly update on the Community Development Department’s progress in implementing the City’s Short-term Rental Ordinance and provide staff direction as necessary.
ALTERNATIVES
Council can direct staff to bring forward changes to the STR Ordinance. This is not recommended because the annual renewal process of all permitted STRs has not been fully accomplished.
FISCAL IMPACT
There is no additional expenditure associated with the recommendation. Funds for implementation of an STR permit audit have already been allocated in the Community Development Department (Department) budget.
When making policy decisions related to STRs, the Council should be aware of impacts on the City’s General Fund. In FY 24-25, STRs generated $697,973 in TOT revenue for the City budget, about $10,000 less than the previous year. As discussed in this staff report, the number of STRs in the city has declined since implementation of the annual renewal process, as STR permits are abandoned or expire without being replaced with new STRs. This will result in a corresponding reduction in TOT revenue to the City.
BACKGROUND
The City’s STR Ordinance took effect in September 2021. The STR Ordinance requires all STRs operating in the City to obtain and annually renew an STR permit. The City originally relied on the business license process as the sole method for evaluating STRs under the STR Ordinance.
Unfortunately, this process proved inadequate because it did not allow staff to obtain necessary information, such as STR type and zoning, to effectively implement and ensure compliance with the STR Ordinance.
In January 2025, the Department initiated a comprehensive audit of all STRs in the city. The audit includes the following actions:
Requiring existing on-record STRs to obtain an STR Renewal Permit, business license, and TOT certificate.
Inspecting all STR properties for compliance with the STR Ordinance and safety standards.
Ensuring permitted STRs continue to comply with the City’s STR regulations. Identifying and closing illegally operating STRs.
In regard to TOT, the audit verifies that all STRs satisfy the minimum $500 TOT requirement of the Zoning Code but does not include a financial / tax audit at this time.
During this audit year, per Council direction, the City is not issuing permits for new residential STRs while the final number of existing compliant STR permits is still being determined which is a condition precedent to identifying the amount, if any, of potentially available slots under the existing STR permit cap. In June, the Council authorized the Department to resume issuing STR permits on commercially zoned properties. While there has been interest in new commercial STRs, the City has not received any new STR permit applications that are compliant with applicable zoning regulations. One potential application exceeded the allowable density and another included spaces that were never permitted for residential use. By definition, even a commercially zoned STR, must first be permitted for residential use before it can be used as an STR.
DISCUSSION
STR Renewal Permit Statistics
The following highlights the Department’s progress implementing the STR Ordinance since the June progress report:
The Department issued 67 STR renewal permits, each of which included a property inspection.
The City denied 7 STR renewal permits for non-compliance, 2 of which are pending appeals.
The number of full home residential STRs (subject to 175 cap) declined from 137 to 121.
The following provides an update on STR permitting statistics as of October 7, 2025. While this data reflects the best available information to date, it should be interpreted with caution, as this year’s audit is still ongoing and investigative in nature. In the interest of transparency and the high level of public interest, staff is sharing these preliminary findings. 2025 STR Renewal Permit Statistics Jun. Oct.
Total Known On-record STRs (had previous City approvals)* 228 251 Closed STRs (voluntary and sunset) (60) (86)
Denied STR Renewal Permits – do not comply with STR Ordinance -- (5) Potentially Active STRs 168 160
STR Renewal Permits Issued 19 86
STR Renewal Permits In Process (applications under review) 75 45 STR Renewal Permits Not Started (applications not submitted) 74 27 Denied – Appealed -- 2
*The Department is evaluating 251 existing “on record” STRs. This includes STRs with potentially active approvals as of the adoption date of the City’s STR Ordinance. The June 2025 quarterly update reported 228 “on record” STRs. The new “on record” number is higher (251 compared to 228) because the Department identified and closed additional STRs that had received previous City approvals but were determined ineligible for renewal.
2025 Potentially Active STRs by Type Jun. Oct.
Total Potentially Active 168 160
Commercial Zoned STRs 37 23
Residential Home-shares 17 16
Full-home Residential STRs (subject to 175 cap) 137 121 STR Enforcement
In addition to the permit renewal efforts summarized above, the Department has made progress in identifying and closing unpermitted STRs advertising online. While the City has acquired software (Deckard’s – Rentalscape) to assist with this effort, it is still an investigative process that requires significant staff time to research, identify, and build a case to successfully prosecute illegally operating STRs.
During past quarterly STR updates, the Council has asked how many illegally operating STRs have been identified. This can be a difficult question to answer, since the number changes daily as listings appear, disappear, and reappear. Some STR operators change their property descriptions to “30-day minimum stays” to avoid enforcement and then begin advertising shortterm rentals again.
To provide an “order of magnitude” answer to the question of illegal STR activity, Deckard’s Rentalscape software currently identifies 30 “Unlicensed Live STR Properties.” However, upon closer inspection and accounting for properties advertising “30-day minimum stays” and other factors, the Department is currently aware of and working to close 10 to 15 unpermitted STRs.
This number changes weekly.
When Code Enforcement confirms violations, they take aggressive action to achieve compliance.
Over the past month alone, the Code Enforcement division sent over a dozen cease and desist orders to unpermitted STRs and has followed up with citations of up to $500 per day. The City’s citations are an effective tool for compliance, as we forward unpaid fines to the State Franchise Tax Board as a State income tax lien.
Fines for STR Ordinance Violations
The City currently imposes administrative fines for STR ordinance violations in accordance with Municipal Code Section 1.03.050. This section establishes the maximum fines for ordinance violations as follows:
A fine not exceeding $100 for a first violation.
A fine not exceeding $200 for a second violation of the same ordinance within one year from the first violation.
A fine not exceeding $500 for each additional violation within one year from the first violation.
These maximum fines are set by State law (Government Code Section 25132).
California Senate Bill 60 (SB-60), effective in 2021, allows cities and counties to impose significantly higher administrative fines for short-term rental (STR) violations that pose a threat to health or safety. Under this law, local governments can fine up to $1,500 for a first violation, $3,000 for a second, and $5,000 for additional violations within one year. There are limitations on how these fines can be imposed. For example, they cannot be imposed on first-time failures to obtain necessary STR permits. The City would also have to provide a process for hardship waivers or fine reductions.
With Council direction, the Department will prepare an ordinance for future Council consideration to increase fines for STRs in accordance with SB 60.
Policy Considerations
In January 2026, during the next quarterly STR report, staff will seek Council direction on whether to let properties off the waitlist and issue new STR permits.
Approximately 186 properties are currently on the City’s waitlist for a full-home residential STR permit. Preliminary audit findings indicate that the City will remain under the cap of 175 full-home residential STRs. This presents an opportunity to issue new permits to property owners who have been waiting several years for this chance. This would not “open the floodgates” to new STR permits, as all waitlisted properties must still comply with the 175-foot buffer requirement. As shown on the attached map, existing STRs (and waitlisted properties) tend to be concentrated in certain neighborhoods. As a result, only a small number of properties would likely qualify for a new permit.
ATTACHMENTS
1. Current Vacation Rental Status Map (As of October 7, 2025) with 175’ Buffer and Closed STRs
2. Current Vacation Rental Map (As of October 7, 2025) – Clean Version (not showing buffer or closed STRs)
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Kern Ave.
Greenwood Ave.
Hillview St.
Walnut St.
Elena St.
Mor
B
ro
a
B
y
lvd.
Norwich
Ave.
Norwich Ave.
Avalon St.
San Juan St.
Highway
41 Beachcomber Dr.
Damar St.
Hill St.
Whidbey St.
Laurel Ave.
Seaview Ave.
Marina St.
Bonita St.
Bella Vista Dr.
Capri St.
Carmel St.
Acacia St.
Dunbar
St.
Rockview St.
Casita
S
s
t.
Elm Ave.
Hatteras St.
Pacific St.
Whidbey
St.
Marina St.
Anchor St.
Olive St.
Morro Bay Blvd.
Vashon
St.
Bali St.
Easter St.
Orcas St.
Ironwood
Ct.
Andros St.
Terra St.
Tahiti St.
Allesandro St.
Palm
Ave.
Alta Ct.
Driftwood St.
Morro Bay Blvd.
Marina St.
Center Ct.
Harbor St.
Olive St.
Sierra Ct.
Pelican
Dr.
Dunes St.
Vista St.
Trinidad St.
Market Ave.
Monterey Ave.
Shasta Ave.
El Morro
Trailer Ct.
Surf St.
Morro
Bay
Blvd.
Embarcadero Rd.
Beach St.
Monterey
Alley
Island St.
Sicily St.
Mindoro
Way
Orcas
Way
Coral St.
Bay Ave.
Piney Ln.
Reno Ct.
Vashon St.
Yerba Buena St.
Rennel St.
Dana Way.
Sunset
Ct.
Sunset Rd.
Agave Dr.
Piney Way
Toro Ln.
Java St.
Jamaica St.
Ironwood Place
Kodiak St.
Sicily St.
Orcas St.
Panay St.
Tahiti St.
Rennel St.
Trinidad St.
Atascadero
Rd.
Oahu St.
Luzon St.
Fresno Ave.
Beachcomber Dr.
Estero Ave.
Verdon St.
Mindoro St.
Morro
Bay Blvd.
Morro Bay Alley
Front St.
Nevis St.
Panay St.
Park St.
Island St.
Azure St.
Preston Ln.
Morro Ave.
Whidbey
Way.
West Ave.
Scott St.
Crest St.
Berwick Dr.
Barlow Ln.
Fairview Ave.
Arcadia Ave.
Tulare Ave.
Arbutus Ave.
Allesandro
St.
Balboa St.
Fir Ave.
Las Tunas St.
Morro Cove Rd.
Hwy 1 Ramp
Hwy 1
Ramp
Cerrito Pl.
Zanzibar St.
Coral Ave.
Maple Ave.
Elm Ave.
Blanca St.
Zanzibar St.
Surf Alley
Dogwood Ave.
Dawson St.
Mobile Home Park
Cedar Ave.
Sequoia Ct.
Birch Ave.
Luzon St.
Hemlock Ave.
Mimosa St.
Hwy 1 Ramp
Kodiak St.
Highway 41 Rd.
Alder Ave.
Bolton Dr.
Las Vegas St.
Scott St.
Sunset Ave.
Hillcrest Dr.
Nutmeg Ave.
Hemlock Ave.
Anchor St.
Mesa St.
Highway 41
Brad el y Ave.
Ponderosa St.
Juniper Ave.
Bayview Ave.
Hwy 1 Ramp
La Jolla St.
Hwy 1 Ramp
Bayshore Dr.
Hwy 1 Ramp
Embarcadero
Rd.
Hwy 1 Ramp
Indigo Cir.
Hwy 1 Ramp
Atascadero Rd.
Hwy 1 Ramp
Quintana Rd.
South Bay Blvd.
Quintana Rd.
Emerald Cir.
Oceanside Rd.
State Park Rd.
Highway 1
Coleman Dr.
Little Morro Creek Rd.
Black Hill Rd.
Park View Rd.
City of Morro Bay
Current Vacation Rental Status
October 2025
0 3,000
Feet
¯
W:\GIS\CityofMorroBay\Planning\Projects\Vacation Rentals\B-VacationRentals-2025.mxd LEGEND
Vacation Rental Status (As of October 6, 2025)
!( IN PROCESS (45)
!( ISSUED (86)
!( NOT STARTED (27)
!( CLOSED (86)/DENIED (7)
Last updated on October 6, 2025.
Permit status changes daily.
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Marengo Dr.
Madera Ave.
Luisita St.
Hill
Rd.
Sunset Ave.
Butte Ave.
Panorama Dr.
Cabrillo Pl.
Radcliff Ave.
Koa Ave.
Prescott
Dr.
Nevis
St.
Selby
St.
Pico St.
Downing St.
Atascadero Rd.
Cuesta Ave.
Beachcomber
Dr.
Kings Ave.
Coral
Ave.
South St.
San Jacinto St.
Elena St.
Sequoia St.
San Joaquin St.
Kennedy Way
Sandalwood Ave.
Clarabelle Dr.
Napa Ave.
Ironwood Ave.
Surf St.
Ridgeway St.
Gilbert St.
Main St.
Tide Ave.
Tide Ave.
Bernardo Ave.
Tuscan Ave.
La Loma St.
Oak
St.
Fig
St.
Cypress
Ave.
Formosa St.
Pecho St.
State Park Rd.
Indigo
Cir.
Sienna St.
Orton
St.
Nassau St.
Java St.
Ma
S
in
t.
Conejo
St.
Paula St.
Mindoro St.
Kern Ave.
Greenwood Ave.
Hillview St.
Walnut St.
Elena St.
Mor
B
ro
a
B
y
lvd.
Norwich
Ave.
Norwich Ave.
Avalon St.
San Juan St.
Highway
41 Beachcomber Dr.
Damar St.
Hill St.
Whidbey St.
Laurel Ave.
Seaview Ave.
Marina St.
Bonita St.
Bella Vista Dr.
Capri St.
Carmel St.
Acacia St.
Dunbar
St.
Rockview St.
Casita
S
s
t.
Elm Ave.
Hatteras St.
Pacific St.
Whidbey
St.
Marina St.
Anchor St.
Olive St.
Morro Bay Blvd.
Vashon
St.
Bali St.
Easter St.
Orcas St.
Ironwood
Ct.
Andros St.
Terra St.
Tahiti St.
Allesandro St.
Palm
Ave.
Alta Ct.
Driftwood St.
Morro Bay Blvd.
Marina St.
Center Ct.
Harbor St.
Olive St.
Sierra Ct.
Pelican
Dr.
Dunes St.
Vista St.
Trinidad St.
Market Ave.
Monterey Ave.
Shasta Ave.
El Morro
Trailer Ct.
Surf St.
Morro
Bay
Blvd.
Embarcadero Rd.
Beach St.
Monterey
Alley
Island St.
Sicily St.
Mindoro
Way
Orcas
Way
Coral St.
Bay Ave.
Piney Ln.
Reno Ct.
Vashon St.
Yerba Buena St.
Rennel St.
Dana Way.
Sunset
Ct.
Sunset Rd.
Agave Dr.
Piney Way
Toro Ln.
Java St.
Jamaica St.
Ironwood Place
Kodiak St.
Sicily St.
Orcas St.
Panay St.
Tahiti St.
Rennel St.
Trinidad St.
Atascadero
Rd.
Oahu St.
Luzon St.
Fresno Ave.
Beachcomber Dr.
Estero Ave.
Verdon St.
Mindoro St.
Morro
Bay Blvd.
Morro Bay Alley
Front St.
Nevis St.
Panay St.
Park St.
Island St.
Azure St.
Preston Ln.
Morro Ave.
Whidbey
Way.
West Ave.
Scott St.
Crest St.
Berwick Dr.
Barlow Ln.
Fairview Ave.
Arcadia Ave.
Tulare Ave.
Arbutus Ave.
Allesandro
St.
Balboa St.
Fir Ave.
Las Tunas St.
Morro Cove Rd.
Hwy 1 Ramp
Hwy 1
Ramp
Cerrito Pl.
Zanzibar St.
Coral Ave.
Maple Ave.
Elm Ave.
Blanca St.
Zanzibar St.
Surf Alley
Dogwood Ave.
Dawson St.
Mobile Home Park
Cedar Ave.
Sequoia Ct.
Birch Ave.
Luzon St.
Hemlock Ave.
Mimosa St.
Hwy 1 Ramp
Kodiak St.
Highway 41 Rd.
Alder Ave.
Bolton Dr.
Las Vegas St.
Scott St.
Sunset Ave.
Hillcrest Dr.
Nutmeg Ave.
Hemlock Ave.
Anchor St.
Mesa St.
Highway 41
Brad el y Ave.
Ponderosa St.
Juniper Ave.
Bayview Ave.
Hwy 1 Ramp
La Jolla St.
Hwy 1 Ramp
Bayshore Dr.
Hwy 1 Ramp
Embarcadero
Rd.
Hwy 1 Ramp
Indigo Cir.
Hwy 1 Ramp
Atascadero Rd.
Hwy 1 Ramp
Quintana Rd.
South Bay Blvd.
Quintana Rd.
Emerald Cir.
Oceanside Rd.
State Park Rd.
Highway 1
Coleman Dr.
Little Morro Creek Rd.
Black Hill Rd.
Park View Rd.
City of Morro Bay
Current Vacation Rental Status
October 2025
0 3,000
Feet
¯
W:\GIS\CityofMorroBay\Planning\Projects\Vacation Rentals\B-VacationRentals-2025-v3.mxd LEGEND
Vacation Rental Status (As of October 6, 2025)
!( IN PROCESS (45)
!( ISSUED (86)
!( NOT STARTED (27)
Last updated on October 6, 2025.
Permit status changes daily.
Prepared By: _DS/BS____ Dept Review: ____
City Manager Review: __AL___City Attorney Review: ____BS____ Staff Report
TO: Honorable Mayor and City Council DATE: October 7, 2025 FROM: Brian J. Stack, City Attorney
Dana Swanson, City Clerk
SUBJECT: Discussion and Request for Direction Regarding Potential to Establish Local Campaign Finance Contribution Limits
RECOMMENDED ACTION
Discuss and give direction to staff regarding the potential development and adoption of an Ordinance establishing local campaign finance contribution limits.
ALTERNATIVES
Do not take action to establish local campaign finance contribution limits.
FISCAL IMPACT
If the Council decides to pursue adoption of local campaign contribution limits, the initial preparation and adoption of an ordinance would be supported by the General Fund and expected to be absorbed under existing budget authority. However, administration and enforcement of any local campaign contribution rules would become the responsibility of the City and involve additional staff time reviewing campaign statements to ensure contribution limits are adhered to. Should violations occur, the Fair Political Practices Commission (“FPPC”) would play no role in enforcement absent a separate agreement with the City. Costs for enforcement will vary depending on the enforcement procedures established, including whether the City contracts with the FPPC for enforcement services.
BACKGROUND
At its regular meeting on December 10, 2024, the Council requested a future discussion item regarding campaign contribution limits. During the previous general election in November 2024, a local initiative measure resulted in a large influx of cash and in-kind contributions. Prior to 2021, there were no campaign contribution limits on local political races unless the jurisdiction established their own limits. Like Morro Bay, many local jurisdictions did not have local contribution limits. In January 2021, AB 571 became effective which established default limits on contributions to candidates for local office. Local jurisdictions could still establish their own limits, but if they did not the state limits would apply by default.
DISCUSSION
State campaign contribution limits for City elected offices currently apply by default under AB 571 AGENDA NO: 8.d
MEETING DATE: October 14, 2025
2 because the City has not established local campaign contribution limits. The default campaign contribution limit is updated biennially for inflation. For 2025-2026, the limit for local candidates is $5,900 per election. This limit does not apply to a candidate’s contribution of personal funds to their controlled committee because of First Amendment related concerns. There is a $100,000 cap on personal loans from a candidate to their controlled committee, unless the local jurisdiction establishes their own contribution limits.
Local jurisdictions may establish campaign contribution limits for candidate-controlled committees but such limits must comply with constitutional protections under the First Amendment and applicable state constitutional provisions. Established case law allows for limitations on direct campaign contributions to further the governmental interest in preventing corruption or undue influence but prohibits limiting independent expenditures (i.e. contributions/spending not authorized by any candidate or committee) because of concerns related to the freedom of speech and right of association protected under the First Amendment. In addition, campaign finance requirements generally need to apply to residents and non-residents alike to avoid violations of the dormant commerce and equal protection clauses of the federal constitution.
While the City can enact campaign contribution limits for candidate controlled committees, established case law provides that contributions and expenditures made to or by committees formed to support or oppose local ballot measures generally cannot be limited because there is less compelling governmental interest in regulating such contributions to prevent actual or apparent corruption of candidates (i.e. pay-for-play) as there is with candidate controlled committees.
Additionally, under California law, recall measures are considered to be ballot measures and, therefore, committees formed to support or oppose recalls may be considered ballot measure committees that are not subject to campaign contribution limits unless there is compelling governmental interest demonstrated to prevent pay-for-play related concerns similar to candidate committees.
Under state law, candidates for local elected office and committees supporting or opposing local ballot measures must file periodic campaign disclosure statements. There are also reporting requirements for independent expenditures, however established case law protects the right to speak anonymously, which includes the right to contribute funds to be used for speech anonymously.
Reporting requirements may be simplified depending on the local contribution limit, for example, a contribution of $1,000 or more require campaigns to file 24-hour contribution Form 497 reports and a contribution exceeding $500 limit require candidate disclosure and recusal for pending land use entitlements under Government Code section 84308.
Staff’s research indicates, as of 2024, approximately 42 cities statewide have adopted local campaign contribution limits, most of them at $500 or lower. In San Luis Obispo County, two cities have adopted local limits. The City of San Luis Obispo has a $250 limit on campaign contributions to candidates.
Pismo Beach adopted a local ordinance which places no limits on campaign contributions to candidates or ballot measures. For historical context, below is a chart showing the maximum monetary and in-kind contributions by a single contributor (not including candidate personal contributions) to a candidate-controlled committee in recent City elections.
3 Alternatives for Council consideration include:
1. Continue to operate under the default State limits established by AB 571; or
2. Direct staff to prepare an ordinance establishing campaign contribution limits for candidatecontrolled committees, including direction on potential contribution limits and enforcement mechanisms and resources. Potential options for contribution limits include:
a. A limit below $1,000 would simplify reporting requirements as there would be no need for treasurers to prepare, or the City to accept, 24-hour contribution reports (Form 497)
b. A limit below $500 would avoid mandatory disclosure and recusal requirements related to land use entitlements under Government Code section 84308. c. No campaign contribution limits apply to candidate controlled committees.
CONCLUSION/RECOMMENDATION
It is recommended that Council discuss and give direction to staff regarding the potential development and adoption of an Ordinance establishing local campaign finance contribution limits.
ATTACHMENTS
None
Election Yr Amount
2014 $ 1,000
2016 $ 500
2018 $ 2,500
2020 $ 1,999
2022 $ 4,900
2024 $ 5,000
Max monetary contribution by
single contributor (excluding
candidate's personal funds)