Agenda packet — Murrieta City Council, September 5, 2023 (part 3 of 4)

CITY OF MURRIETA

GENERAL OPERATING ACCOUNT
1 TOWN SQ
MURRIETA CA 92562-7922
Account Number - DDA
7-01-2023 Beginning Balance 101,711,179.69
7-03-2023 Next Day Sweep Purchase 2,213,849.50
7-05-2023 Next Day Sweep Purchase 363,448.12
7-06-2023 Sweep Funds Return To DDA 59,878.46
7-07-2023 Sweep Funds Return To DDA 1,254,608.46
7-10-2023 Sweep Funds Return To DDA 101,930.38
7-11-2023 Sweep Funds Return To DDA 6,437,734.04
7-12-2023 Sweep Funds Return To DDA 1,879,896.07
7-13-2023 Next Day Sweep Purchase 706,189.53
7-14-2023 Sweep Funds Return To DDA 99,107.88
7-17-2023 Sweep Funds Return To DDA 484,447.76
7-18-2023 Sweep Funds Return To DDA 107,345.22
7-19-2023 Sweep Funds Return To DDA 108,194.75
7-20-2023 Sweep Funds Return To DDA 147,926.55
7-21-2023 Sweep Funds Return To DDA 408,696.50
7-24-2023 Next Day Sweep Purchase 519,114.35
7-25-2023 Next Day Sweep Purchase 147,329.29
7-26-2023 Sweep Funds Return To DDA 60,410.17
7-27-2023 Sweep Funds Return To DDA 1,144,600.99
7-28-2023 Sweep Funds Return To DDA 15,119.25
7-31-2023 Sweep Funds Return To DDA 363,972.50
7-31-2023 Ending Balance 92,987,241.50

FUND SUMMARY
Dividends Earned YTD 2,549,989.15
Federal Withholding YTD .00
7-Day Simple Yield 5.22147 %
Federal Withholding .00
Beginning Balance 101,711,179.69
Shares Purchased 3,949,930.79 +
Shares Redeemed 12,673,868.98 -
Ending Balance 92,987,241.50
Prior Month Dividends Paid to Checking 419,718.92
Dividends Earned in Current Month 418,457.16
Funds Pending Redemption 223,708.32-
356

STAGECOACH SWEEP
Date Investment Balance Annualized Fund Yield Daily Dividend Factor Daily Accrual 07-08* 102,872,060.01 5.039 % .000138079 14,204.47
07-09* 102,872,060.01 5.039 % .000138079 14,204.47
07-10 102,872,060.01 5.036 % .000137977 14,193.98
07-11 96,434,325.97 5.047 % .000138282 13,335.13
07-12 94,554,429.90 5.044 % .000138192 13,066.67
07-13 95,260,619.43 5.042 % .000138147 13,159.97
07-14 95,161,511.55 5.044 % .000138197 13,151.04
07-15* 94,677,063.79 5.044 % .000138197 13,084.09
07-16* 94,677,063.79 5.044 % .000138197 13,084.09
07-17 94,677,063.79 5.044 % .000138199 13,084.28
07-18 94,569,718.57 5.046 % .000138265 13,075.68
07-19 94,461,523.82 5.046 % .000138269 13,061.10
07-20 94,313,597.27 5.043 % .000138171 13,031.40
07-21 93,904,900.77 5.048 % .000138323 12,989.21
07-22* 93,904,900.77 5.048 % .000138323 12,989.21
07-23* 93,904,900.77 5.048 % .000138323 12,989.21
07-24 94,424,015.12 5.047 % .000138288 13,057.71
07-25 94,571,344.41 5.052 % .000138412 13,089.81
07-26 94,510,934.24 5.057 % .000138557 13,095.15
07-27 93,366,333.25 5.227 % .000143212 13,371.18
07-28 93,351,214.00 5.252 % .000143909 13,434.08
07-29* 92,987,241.50 5.252 % .000143909 13,381.70
07-30* 92,987,241.50 5.252 % .000143909 13,381.70
07-31 92,987,241.50 5.252 % .000143917 13,382.44
TOTAL MTD 418,457.19
* Indicates non-business day
THANK YOU FOR BANKING WITH WELLS FARGO.

MONEY MARKET MUTUAL FUNDS (EACH, A "MMMF") ARE NOT FDIC INSURED, HAVE NO BANK GUARANTY AND MAY LOSE VALUE.

An Investment in a MMMF is not insured by the Federal Deposit Insurance Corporation or any other government agency. Although the MMMF's seek to preserve the value of customer's investment at $1.00 per share, it is possible to lose money by investing in a MMMF.

Allspring Funds Management, LLC, a wholly owned subsidiary of Allspring Global Investments Holdings, LLC ("Allspring Global"), provides investment advisory and administrative services for the Allspring Funds?. Other subsidiaries of Allspring Global provide sub-advisory and other services for the funds. The funds are distributed by Allspring Funds Distributor, LLC, Member FINRA/SIPC, a subsidiary of Allspring Global.

This material must be accompanied or preceded by a current prospectus for name of the Fund(s) selected. Please read the prospectus carefully before investing.
07/01/2023 - 07/31/2023

Page 2 of 2 ends

Account Number - DDA
357

CITY OF MURRIETA
City Council Meeting Agenda
Report
9/5/2023
Agenda Item No. 6.

TO: HONORABLE MAYOR AND MEMBERS OF THE CITY COUNCIL
FROM: Javier Carcamo, Finance Director
PREPARED BY: Geovanny Calvopina, Financial Analyst
SUBJECT: Treasurer’s Report - Quarter 4 of Fiscal Year 2022/23 ..title

RECOMMENDATION
Receive the Fiscal Year 2022/23 Treasurer’s Reports for Quarter 4 (April-June 2023).

PRIOR ACTION/VOTE
On June 6, 2023, the City Council received the Treasurer’s Report for Quarters 2 and 3 of Fiscal Year 2022/23.

CITY COUNCIL GOAL
Maintain a high performing organization that values fiscal sustainability, transparency, accountability and organizational efficiency.

BACKGROUND
Pursuant to Government Code Section 53646(b) and the City of Murrieta (City) Investment Policy, the Finance Department renders a quarterly investment report to the City Council concerning the investment portfolio’s earnings and performance results. The City contracts with Chandler Asset Management to manage the City’s investment portfolio and to advise on all investment-related matters. The purpose of this report is to present of the investment earnings for the period April 1, 2023, through June 30, 2023 (Quarter 4).

Total Portfolio Composition
The portfolio comprises available cash balances from over 100 separate funds. The balances are tracked in the City’sfinancial records individually but combined for the purpose of investing cash to maximize investment returns. The City’s investment manager invests funds not needed in the near future into securities with maturities of less than five years. The City also utilizes the Local Agency Investment Fund (LAIF), an investment pool operated by the State of California and used by most cities in California to manage the City’s short-term cash flow requirements.

Last year, staff engaged the City’sbanking advisor, Wells Fargo, to discuss adding an additional short-term CITY OF MURRIETA Printed on 1/22/2024Page 1 of 5
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Agenda Item No. 6.

Last year, staff engaged the City’sbanking advisor, Wells Fargo, to discuss adding an additional short-term investment opportunity. Wells Fargo’s“CashSweep Program”allows the City to earn a return on uninvested cash balances in our General Checking Account by automaticall“ "sweepi”g" cash balances into a Sweep investment vehicle until such balances are otherwise needed to satisfy obligations arising in the account. The Cash Sweep Program exclusively targets high-quality, short-term, U.S. dollar-denominated money market instruments that consist of U.S. Government obligations and repurchase agreements collateralized by U.S.

Government obligations. This complies with our Investment Policy and California Government Code Section 53607.

Investment Portfolio Performance
As of June 30, 2023, the City’stotal market value (including accrued interest) of operating funds investments totaled $119,250,056.62. The book value, or what the City actually paid for the investments, totaled $122,910,006.05. The fair market value of the City’sportfolio, less accrued interest, totaled $118,756,914.12.

The value of fixed-income securities may fluctuate with changes in interest rates. As interest rates go up, the market value of the securities may go down, and the reverse is true; when interest rates go down, the market value of the securities may go up. The difference between the book and fair market value is considered an unrealized gain or loss. The unrealized loss for this reporting period is ($4,153,091.93). It is important to note that a loss or gain is realized when an investment is redeemed or sold before its maturity date. City’s investments are retained until the maturity date. Nonetheless, the City may elect to sell an investment before its maturity and record a capital gain or loss to manage the portfolio's quality, liquidity, or yield in response to market conditions or City’s risk preferences. The portfolio’s total market value (including accrued interest) increased by $49,299.18, from the previous quarter’s end. The increases in interest rates have begun to generate higher investment income from the higher reinvestment rate for bonds maturing in the portfolio.

As of June 30, 2023, the average yield to maturity on the portfolio increased to 2.08% from 1.89% on March 31, 2023, due to higher reinvestment rates. During the quarter, the inversion of the 2- to 10-year points on the yield curve steepened as the Federal Reserve raised the Fed Funds rate by another 25 basis points to combat inflation. The 2-year U.S. Treasury Note yield increased from 4.01% to 4.88%, while the 5-year Treasury increased from 3.49% to 4.18% over the reporting period. Recent economic data continues to suggest positive but below-trend growth this year. Although the pace of job growth is moderating, the labor market remains solid, and the U.S. consumer has been resilient. Inflationary trends are subsiding, but core levels remain well above the Federal Reserve’starget. Given the lagged effects of restrictive monetary policy and tighter financial conditions, market participants expect the Fed to remain data-dependent and tread cautiously going forward.

In June 2022, the Federal Reserve (Fed) began its “quantitative tightening” activity by reducing the U.S.

Treasury and Agency Mortgage-Backed Securities on its balance sheet. Since the program began, the Federal Reserve’sbalance sheet reduction program has reduced securities held outright by $805 billion. The Fed Funds target rate ended the fiscal quarter in the range of 5.00-5.25%, and the June Summary of Economic Projections has the median Fed Funds rate projected to end the calendar year at 5.6%. The portfolio’smarket value benefitted from the sector diversification and remains stable due to the high-quality assets contained within the portfolio.

Portfolio Duration
The investment portfolio had an average duration of 1.61 years as of June 30, 2023. The portfolio duration remains within an acceptable range. The City continues to implement a disciplined, conservative approach to its portfolio in this time of financial market volatility.

Asset Allocation
The investment portfolio is allocated in compliance with California Government Code 53601. The sector CITY OF MURRIETA Printed on 1/22/2024Page 2 of 5
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Agenda Item No. 6.

The investment portfolio is allocated in compliance with California Government Code 53601. The sector allocation of the portfolio on June 30, 2023, was 19.23% in US Government Agency bonds, 24.83% in high- grade corporate bonds, 42.34% in U.S. Treasury bonds, 5.74% in Asset-Backed Securities (ABS), 1.87% in Supranational, 5.77% in Collateralized Mortgage Obligation, and 0.23% in a Money Market Fund. A Supranational is a financial institution owned by member countries to promote international development. A Collateralized Mortgage Obligation is a mortgage-backed security that contains a pool of mortgages bundled together and sold as an investment.

The following pie chart summarizes the asset allocation by sector.

Maturity Distribution
As of June 30, 2023, approximately 38.10% of the portfolio matured in less than one year, 29.6% matured from 1-2 years, 18.7% from 2-3 years, 9.70% from 3-4 years, and 3.90% from 4-5 years. The City’sportfolio maintains liquid funds through bank deposits, money market funds, and local government investment pools to satisfy its near-term liquidity needs.
(The chart above may not sum to 100% due to rounding.)
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Agenda Item No. 6.

LAIF Balance
Funds deposited with LAIF act as the City’ssavings account, which allows for the regular investment of short- term cash balances. LAIF complements our investment program by maximizing the earnings on liquid balances not needed for immediate disbursement. It also allows the City’sinvestment manager to focus on maximizing the return on its longer-term investments.

The balance in LAIF, as of June 30, 2023, was $26,411,050.91. The annual yield on the LAIF portfolio was

3.167%, representing an increase of 2.306% from the .861% earned at the end of June 2022.

Wells Fargo Cash Sweep Program
The Cash Sweep Program may include fixed, floating, or variable interest rates. The security selections for the Cash Sweep Program are based on several factors, including credit quality, yield, and maturity while considering the fund’soverall level of liquidity and weighted average maturity. The securities purchased have been determined to present minimal credit risk. Transactions for the Cash Sweep Program began on September 16, 2022. For the quarter ending June 30, 2023, the total earnings from the Cash Sweep Program were $1,177,122.14 and had an Average Daily Yield of 4.901%.

The graph below compares the investment yields for the Investment Portfolio, LAIF, and the Cash Sweep Program for the period ending June 30, 2022, to June 30, 2023.

This report presents only the results of the operating portfolio managed by Chandler Asset Management, LAIF, and the Cash Sweep Program. The City’s and developer bond portfolios are available for review in the Finance Department or may be sent to the City Council upon request.

In compliance with the California Government Code Section 53646, the Treasurer of the City of Murrieta hereby certifies that sufficient investment liquidity and anticipated revenues are available to meet the City’s budgeted expenditure requirements for the subsequent six months, July through December 2023. All CITY OF MURRIETA Printed on 1/22/2024Page 4 of 5
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Agenda Item No. 6.
investments in the City’s portfolio comply with state law and City’s adopted Investment Policy.

FISCAL IMPACT
There is no fiscal impact associated with the recommended action.

ATTACHMENTS
1) City of Murrieta Investment Report June 30, 2023
2) LAIF Regular Monthly Statement June 30, 2023
3) Wells Fargo Sweep Account Statements for April, May, and June 2023 4) Portfolio Composition Chart as of June 30, 2023
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CHANDLER ASSET MANAGEMENT, INC. | 800.317.4747 | www.chandlerasset.com

INVESTMENT REPORT
Period Ending June 30, 2023
City of Murrieta
363
SECTION 1 Economic Update
SECTION 2 Account Profile
SECTION 3 Portfolio Holdings
SECTION 4 Transactions
Table of Contents As of June 30, 2023
1 364
SECTION |
Section 1 |
Economic Update
2 365
Economic Update
▪
▪
▪
Recent economic data continues to suggest positive but below trend growth this year. Although the pace of job growth is moderating, labor markets remain solid, and the U.S. consumer has demonstrated resiliency. Inflationary trends are subsiding, but core levels remain well above the Fed’s target. Given the cumulative effects of restrictive monetary policy and tighter financial conditions, we believe the economy will gradually soften and the Fed will remain data dependent as they tread cautiously going forward.

At the June meeting, the Federal Open Market Committee paused in their rate hiking campaign after ten straight rate increases and left the target Federal Funds rate in the current range of 5.00 - 5.25%. Market participants viewed the FOMC’s decision as a ‘hawkish’ pause, expecting further tightening in the future, primarily based on the updated release of the FOMC’s Summary of Economic Projections (SEP) forecast which reflected a stronger economic outlook and higher rates compared to the March forecast. We believe the resiliency of future economic data will determine if the Federal Reserve can stay on hold for a period of time or will be forced to tighten policy further to bring inflation back down towards their 2% policy objective.

The yield curve remained inverted in June. The 2-year Treasury yield surged 50 basis points to 4.90%, the 5-year Treasury yield rose 40 basis points to 4.16%, and the 10-year Treasury yield increased 19 basis points to 3.84%. The inversion between the 2-year Treasury yield and 10-year Treasury yield widened to -106 basis points at June month-end versus -76 basis points at May month-end. The spread between the 2-year Treasury and 10- year Treasury yield one year ago was +6 basis points. The inversion between 3-month and 10-year Treasuries narrowed to -146 basis points in June from -176 basis points in May. The shape of the yield curve indicates that the probability of recession is increasing. 3 366
Employment
-400
-200
0 200
400
600
800
1,000MOM Change In Thousands (000's)
Nonfarm Payroll (000's)
Non-farm Payroll (000's)
3 month average (000's)

0.0%

5.0%

10.0%

15.0%

20.0%

25.0%
Unemployment Rate
Underemployment Rate (U6)
Unemployment Rate (U3)
Rate (%)
The U.S. economy added 209,000 jobs in June, falling short of consensus expectations, and the last two months were revised downward by 110,000 jobs. Although decelerating, the pace of job growth remains healthy with the three-month moving average payrolls at 244,000 and the six- month moving average at 278,000. The unemployment rate declined to 3.6% in June from 3.7% in May, while the labor force participation rate remained at 62.6%. The U-6 underemployment rate, which includes those who are marginally attached to the labor force and employed part time for economic reasons, increased to 6.9% from the prior month at 6.7%. Average hourly earnings remained at 4.4% year-over-year in June, unchanged from an upwardly revised 4.4% increase in May. While the longer-term trend of hiring is slowing, levels remain consistent with a solid labor market.

Source: US Department of Labor Source: US Department of Labor 4 367
Job Openings & Labor Turnover Survey
0 2,000
4,000
6,000
8,000
10,000
12,000
14,000
JOLTS
Recession
Historical Average
In Thousands (000's)
The number of job openings declined to 9.824 million in May after an upward revision to 10.320 million in April. The drop was widespread but particularly steep in healthcare and social assistance. Hiring increased over the month, along with both separations and quits. The level of job openings indicates strong resilience in labor demand.

Source: US Department of Labor
5 368
Inflation

0.0%

1.0%

2.0%

3.0%

4.0%

5.0%

6.0%

7.0%

8.0%

9.0%

10.0%
Consumer Price Index (CPI)
CPI YOY % Change
Core CPI YOY % Change
YOY (%) Change

0.0%

1.0%

2.0%

3.0%

4.0%

5.0%

6.0%

7.0%

8.0%

9.0%

10.0%
Personal Consumption Expenditures (PCE)
PCE Price Deflator YOY % Change
PCE Core Deflator YOY % Change
Fed Target
YOY (%) Change
The Consumer Price Index (CPI) increased in June by 0.2% month-over-month and 3.0% year-over-year, down from 4.0% in May. The Core CPI, which excludes volatile food and energy components, was up 0.2% month-over-month and 4.8% year-over-year, decelerating modestly from

5.3% in May. The Personal Consumption Expenditures (PCE) index rose 3.8% year-over-year in May, down from a 4.3% gain in April. Core PCE, the Federal Reserve’s preferred inflation gauge, increased 4.6% year-over-year in May, down slightly from a 4.7% increase in April. Core inflation remains stubbornly elevated above the Fed's 2% target, with service-sector inflation and strong wage growth as headwinds.

Source: US Department of Labor Source: US Department of Commerce 6 369
Consumer
-25.0%
-15.0%
-5.0%

5.0%

15.0%

25.0%

35.0%

45.0%

55.0%
Retail Sales YOY % Change
YOY (%) Change
Advance Retail Sales rose 0.3% month-over-month in May, beating expectations but slowing from a 0.4% increase in April. Gains were broad- based and translated to a year-over-year increase of 1.6% in May versus a downwardly revised 1.2% increase in April. The Conference Board’s Consumer Confidence Index surged to a better than expected 109.7 in June from 102.5 in May. Both current conditions and future expectations gained strength.
80 90
100
110
120
130
140
Index Level
Consumer Confidence
Source: US Department of Commerce Source: The Conference Board 7 370
Leading Indicators of Economic Activity
-25.0%
-20.0%
-15.0%
-10.0%
-5.0%

0.0%

5.0%

10.0%

15.0%

20.0%
Leading Economic Indicators (LEI)
Recession
YOY (%) Change
-1.00
-0.75
-0.50
-0.25

0.00 0.25

0.50 0.75

1.00 Chicago Fed National Activity Index (CFNAI)
Recession
3 Month Average
The Conference Board’s Leading Economic Index (LEI) remained in negative territory for the fourteenth consecutive month at -0.7% in May, versus –0.6%in April and was down 7.9% year-over-year in May. The consistent decline month-over-month continues to signal future contraction in the economy. The Chicago Fed National Activity Index (CFNAI) fell to -0.15 in May from 0.14in April. On a 3-month moving average basis, the CFNAI remained negative at -0.14 in May, indicating a rate of growth below the historical average trend.

Source: The Conference Board Source: Federal Reserve Bank of Chicago 8 371
Housing
0 200
400
600
800
1000
1200
1400
1600
1800
2000
2200
2400MOM Change (In Thousands of Units)
Housing Starts
Multi Family Housing Starts
Single Family Housing Starts
-20.0%
-16.0%
-12.0%
-8.0%
-4.0%

0.0%

4.0%

8.0%

12.0%

16.0%

20.0%

24.0%
S&P/Case-Shiller 20 City Composite Home Price Index
Recession
YOY (%) Change
Total housing starts rose 21.7% month-over-month in May to 1,631,000 units from a downwardly revised 1,340,000 in April and were up 5.7% compared to May 2022. Both single-family and multi-family construction increased as expectations for lower rates and greater availability of construction labor and materials drove the surge in starts. The 30-year fixed rate mortgage stabilized at an average of approximately 6.7% at June month-end according to Freddie Mac. According to the Case-Shiller 20-City Home Price Index, housing prices dropped 1.7% in April after falling

1.1% in March, clearly displaying the impact of higher mortgage rates year-over-year, which have reduced demand for homebuying as affordability has declined. The Southeast remains the strongest region, while the West continues to be the weakest.

Source: US Department of Commerce Source: S&P
9 372
Survey Based Measures
40 45
50 55
60 65
70 Institute of Supply Management
ISM Manufacturing ISM Services

EXPANDING

CONTRACTING
The Institute for Supply Management (ISM) manufacturing index fell to 46.0 in June from 46.9 in May. This is the eighth consecutive month of readings below 50.0, which is indicative of contraction in the manufacturing sector. The Institute for Supply Management (ISM) services index rose to 53.90 in June from 50.30 in May, as new orders increased, employment rebounded, and inflation moderated. The June data reflects continued strength in the services sector.

Source: Institute for Supply Management
10 373
Gross Domestic Product (GDP)
Components of GDP 6/22 9/22 12/22 3/23

1.4% 1.5% 0.7% 2.8%
-2.8% -1.8% 0.8% -2.2%

1.2% 2.9% 0.4% 0.6%
-0.2% 0.2% 0.4% 0.4%
-0.1% 0.4% 0.3% 0.5%
-0.6% 3.3% 2.6% 2.0%
State and Local (Consumption and
Gross Investment)
Personal Consumption Expenditures
Gross Private Domestic Investment
Net Exports and Imports
Federal Government Expenditures
Total
-40.0%
-30.0%
-20.0%
-10.0%

0.0%

10.0%

20.0%

30.0%

40.0%
Gross Domestic Product (GDP)
GDP QOQ % Change
GDP YOY % Change
Source: US Department of Commerce Source: US Department of Commerce According to the third estimate, first quarter 2023GDP growth was revised up to 2.0% from 1.3%. Stronger personal consumption expenditures were the primary driver of the upward revision. The consensus estimate calls for 1.3% growth for the second quarter and for the full year 2023. 11 374
Federal Reserve
Source: Federal Reserve Source: Bloomberg
0 1,000,000
2,000,000
3,000,000
4,000,000
5,000,000
6,000,000
7,000,000
8,000,000
9,000,000
10,000,000
Federal Reserve Balance Sheet Assets
Recession
In $ millions

0.00%

1.00%

2.00%

3.00%

4.00%

5.00%

6.00%
Effective Federal Funds Rate
Recession
Yield (%)
At the June meeting, the Federal Open Market Committee paused in their rate hiking campaign after ten straight rate increases and left the target Federal Funds rate in the current range of 5.00 - 5.25%. Market participants viewed the FOMC’s decision as a ‘hawkish’ pause, expecting further tightening in the future, primarily based on the updated release of the FOMC’s Summary of Economic Projections (SEP) forecast. The SEP is forecasting higher GDP, a lower unemployment rate, and higher PCE inflation compared to the March 2023forecast. The median forecast for the Fed Funds rate was also increased to 5.6% in June, compared to the prior forecast of 5.1% in March, suggesting another 50 basis points of tightening in 2023.We believe the resiliency of future economic data will determine if the Federal Reserve can stay on hold for a period of time or will be forced to tighten policy further to bring inflation back down towards their 2% policy objective. 12 375
Bond Yields
Source: Bloomberg Source: Bloomberg

0.0%

1.0%

2.0%

3.0%

4.0%

5.0%

6.0%
US Treasury Note Yields
2-Year
5-Year
10-Year
Yield (%)

0.0%

1.0%

2.0%

3.0%

4.0%

5.0%

6.0%
US Treasury Yield Curve
Jun-23
Mar-23
Jun-22
Yield (%)
At the end of June, the 2-year Treasury yield was 194 basis points higher, and the 10-Year Treasury yield was about 82 basis points higher, year- over-year. The inversion between the 2-year Treasury yield and 10-year Treasury yield widened to -106 basis points at June month-end versus -76 basis points at May month-end. The average historical spread (since 2003) is about +130 basis points. The inversion between 3-month and 10- year Treasuries narrowed to -146 basis points in June from -176 basis points in May. The shape of the yield curve indicates that the probability of recession is increasing.
13 376
Section 2|SECTION |
Section 2 |
Account Profile
14 377
Objectives
Chandler Asset Management Performance Objective
The performance objective for the portfolio is to achieve a rate of return over a market cycle that equals or exceeds the return on a market index of similar duration and sector allocation.

Investment Objectives
The City of Murrieta's investment objectives, in order of priority, are to provide safety to ensure the preservation of capital in the overall portfolio, provide sufficient liquidity for cash needs and a market rate of return consistent with the investment program.

Strategy
In order to achieve these objectives, the portfolio invests in high quality fixed income securities consistent with the investment policy and California Government Code.

As of June 30, 2023
15 378
Compliance As of June 30, 2023
Category Standard Comment
U.S. Treasuries No limit; 5 years max maturity Complies Federal Agencies 30% max per Agency/GSE issuer; 20% max agency callable securities; 5 years max maturity Complies Municipal Securities (CA, Other States) "A" rating category or better by a NRSRO; 30% max; 5% max per issuer; 5 years max maturity Complies Supranational Obligations "AA" rating category or higher by a NRSRO; 30% max; 10% max per issuer; 5 years max maturity; USD denominated senior unsecured unsubordinated obligations; Issued or unconditionally guaranteed by IBRD, IFC, or IADB Complies Corporate Medium Term Notes
"A" rating category or higher by a NRSRO; 30% max; 5% max per issuer in Medium Term Notes and Commercial Paper; 5 years max maturity; Issued by corporations organized and operating within the U.S. or by depository institutions licensed by the U.S. or any state and operating within the U.S.

Complies
Asset-Backed Securities, Mortgage-
Backed Securities, Collateralized
Mortgage Obligations, Pass-Through
Securities
"AA" rating category or higher by a NRSRO; 20% max (total aggregate in mortgage-backed and asset-backed securities); 5% max per issuer that is not a U.S. government agency; Mortgage-Backed Securities, Collateralized Mortgage Obligations and Asset-Backed Securities limited to mortgage-backed pass-through securities issued by a U.S. government agency or consumer receivable pass-through certificates or bonds; 5 years max maturity Complies
Negotiable Certificates of Deposit
(NCD)
The amount of NCD insured up to the FDIC limit does not require any credit ratings; Any amount above FDIC insured limit must be issued by institutions with "A-1" short-term debt rating or better by a NRSRO; or "A" long-term rating category or better by a NRSRO; 30% max (combined with CDARS); 5% max per issuer; 5 years max maturity Complies
Certificate of Deposit Placement
Service (CDARS) 30% max (combination of Certificates of Deposit, including CDARS); 5 years max maturity Complies Time Deposits (Non-negotiable CD/TD) 20% max combined FDIC & Collateralized CD/TD; 5 years max maturity Complies Collateralized Bank Deposits Deposits with financial institutions will be collateralized with pledged securities per California Government Code Complies Banker’s Acceptances
"A-1" rated or higher by a NRSRO; "A" rating category or higher by a NRSRO, if issuers have senior debt outstanding; 30% max; 5% max in bankers acceptance of any one commercial bank; 180 days max maturity; Issued by FDIC insured commercial banks.

Complies
City of Murrieta
Assets managed by Chandler Asset Management are in full compliance with state law and the Client's investment policy. 16 379
Compliance As of June 30, 2023
Category Standard Comment
Commercial Paper
25% max; 40% max if the Agency’s investment assets under management are greater than $100 million, under a provision sunsetting on January 1, 2026; 5% max per issuer in Commercial Paper and Medium Term Notes; 270 days maturity; Prime Commercial Paper with the highest rating by a NRSRO; The entity that issues the commercial paper shall meet all of the conditions in either 1) or 2): 1) (a) be organized and operating in the U.S. as a general corporation, (b) have total assets in excess of $500 million, and (c) have debt other than commercial paper, if any, that has "A" rating category or higher by a NRSRO; 2) (a) be organized within the U.S. as a special purpose corporation, trust, or limited liability company; (b) have program-wide credit enhancements including, but not limited to, overcollateralization, letters of credit, or surety bond; and (c) have commercial paper that has "A-1" rating category or higher by a NRSRO.

Complies
Money Market Funds
"AAA" rating category by two NRSROs; 20% max (aggregate investment in combination of Money Market Funds and Mutual Funds); Investment in any individual fund may not exceed 10% of the fund; Registered under the Investment Company Act of 1940; "no load"; constant net asset value per share $1; invest only in securities authorized by California statute.

Complies
Mutual Funds
"AAA" rating category by two NRSROs; 20% max (aggregate investment in combination of Mutual Funds and Money Market Funds); Investment in any individual Mutual Fund shall not exceed 10% of the portfolio; Investment in any individual fund may not exceed 10% of the fund; Registered under the Investment Company Act of 1940; "no load"; invest only in securities authorized by California statute.

Complies
Local Agency Investment Fund (LAIF) Maximum amount permitted by LAIF, pursuant to California Government Code; Not used by investment adviser Complies Repurchase Agreements 20% max; 1 year max maturity; 102% collateralized; Not used by investment adviser Complies Max Per Issuer 5% max per issuer for all non-federal government securities, with the exception of Money Market Funds, Mutual Funds, Supranationals, LAIF, or unless otherwise specified in the investment policy Complies Maximum Maturity 5 years max maturity, unless the City Council has by resolution granted authority to make such an investment at least 3 months prior to the date of the investment Complies City of Murrieta
Assets managed by Chandler Asset Management are in full compliance with state law and the Client's investment policy. 17 380
Portfolio Characteristics
City of Murrieta
06/30/23 03/31/23
Benchmark* Portfolio Portfolio
Average Maturity (yrs) 1.84 1.84 1.85
Average Modified Duration 1.75 1.61 1.62
Average Purchase Yield n/a 2.08% 1.89%
Average Market Yield 5.01% 5.12% 4.49%
Average Quality** AAA AA/Aa1 AA/Aa1
Total Market Value 119,250,057 119,200,757
*ICE BofA 1-3 Yr US Treasury Index
**Benchmark is a blended rating of S&P, Moody’s, and Fitch. Portfolio is S&P and Moody’s respectively.

As of June 30, 2023
18 381
City of Murrieta
Sector Distribution
ABS

5.7%
Agency

19.2%
CMO

5.8%
Corporate

24.8%
Money Market
Fund

0.2%
Supranational

1.9%
US Treasury

42.3%
June 30, 2023 March 31, 2023
ABS

6.8%
Agency

22.7%
CMO

4.8%
Corporate

21.6%
Money Market
Fund

0.7%
Supranational

1.9%
US Treasury

41.6%
As of June 30, 2023
19 382
Issue Name Investment Type % Portfolio
Government of United States US Treasury 42.34%
Federal Home Loan Mortgage Corp Agency 5.86%
Federal Home Loan Mortgage Corp CMO 5.77%
Federal Farm Credit Bank Agency 4.88%
Federal National Mortgage Association Agency 4.80%
Federal Home Loan Bank Agency 3.68%
Procter & Gamble Company Corporate 1.59%
Microsoft Corporate 1.55%
Caterpillar Inc Corporate 1.53%
Deere & Company Corporate 1.32%
Inter-American Dev Bank Supranational 1.25%
Nextera Energy Capital Corporate 1.24%
Pfizer Inc. Corporate 1.05%
Amazon.com Inc Corporate 1.00%
Toyota Motor Corp Corporate 0.91%
National Rural Utilities Corporate 0.89%
Paccar Financial Corporate 0.84%
Morgan Stanley Corporate 0.84%
Metlife Inc Corporate 0.84%
Home Depot Corporate 0.83%
US Bancorp Corporate 0.82%
Apple Inc Corporate 0.82%
Toronto Dominion Holdings Corporate 0.82%
Duke Energy Field Services Corporate 0.81%
Northern Trust Corp Corporate 0.81%
Bank of America Corp Corporate 0.81%
John Deere ABS ABS 0.80%
Royal Bank of Canada Corporate 0.79%
Honeywell Corp Corporate 0.78%
Hyundai Auto Receivables ABS 0.78%
ChevronTexaco Corp Corporate 0.75%
American Express ABS ABS 0.73%
Bank of New York Corporate 0.73%
Honda ABS ABS 0.65%
GM Financial Securitized Term Auto Trust ABS 0.63%
Mass Mutual Insurance Corporate 0.62%
Intl Bank Recon and Development Supranational 0.62%
Public Service El & Gas Corporate 0.60%
Issuers
City of Murrieta – Account
As of June 30, 2023
20 383
Issue Name Investment Type % Portfolio
Charles Schwab Corp/The Corporate 0.47%
BMW Vehicle Lease Trust ABS 0.46%
Toyota ABS ABS 0.42%
GM Financial Automobile Leasing Trust ABS 0.36%
Verizon Master Trust ABS 0.34%
United Health Group Inc Corporate 0.34%
BMW ABS ABS 0.29%
Mercedes-Benz Auto Lease Trust ABS 0.27%
State Street Bank Corporate 0.27%
Federated GOVT Obligation MMF Money Market Fund 0.23%
Salesforce.com Inc Corporate 0.16%
TOTAL 100.00%
Issuers
City of Murrieta – Account
As of June 30, 2023
21 384
AAA AA A <A NR
06/30/23 8.5% 67.2% 17.7% 0.0% 6.6%
03/31/23 8.6% 68.5% 15.9% 0.0% 7.1%
Source: S&P Ratings
June 30, 2023 vs. March 31, 2023

0.0%

10.0%

20.0%

30.0%

40.0%

50.0%

60.0%

70.0%

80.0%
AAA AA A <A NR
06/30/23 03/31/23
Quality Distribution
City of Murrieta
As of June 30, 2023
22 385

0.0%

5.0%

10.0%

15.0%

20.0%

25.0%

30.0%

35.0%
0 - 0.25 0.25 - 0.50 0.50 - 1 1 - 2 2 - 3 3 - 4 4 - 5 5+ June 30, 2023 March 31, 2023
June 30, 2023 vs. March 31, 2023
0 - 0.25 0.25 - 0.50 0.50 - 1 1 - 2 2 - 3 3 - 4 4 - 5 5+ 06/30/23 7.9% 10.4% 19.8% 29.6% 18.7% 9.7% 3.9% 0.0%
03/31/23 5.4% 8.3% 21.3% 29.4% 24.4% 7.8% 3.4% 0.0%
City of Murrieta
Duration Distribution As of June 30, 2023
23 386
Total Rate of Return Annualized Since Inception January 31, 2020 Total rate of return: A measure of a portfolio’s performance over time. It is the internal rate of return, which equates the beginning value of the portfolio with the ending value; it includes interest earnings, realized and unrealized gains and losses in the portfolio.

Investment Performance
City of Murrieta
-2.00%
-1.50%
-1.00%
-0.50%

0.00%

0.50%

1.00%

1.50%
12 months 2 years 3 years 5 years 10 years Since Inception City of Murrieta ICE BofA 1-3 Yr US Treasury Index
Annualized
TOTAL RATE OF RETURN 3 months 12 months 2 years 3 years 5 years 10 years Since Inception
City of Murrieta 0.04% 1.01% -1.10% -0.62% N/A N/A 0.12% ICE BofA 1-3 Yr US Treasury Index -0.57% 0.13% -1.60% -1.04% N/A N/A -0.23% As of June 30, 2023
24 387
SECTION |
Section 3 |
Portfolio Holdings
25 388
Holdings Report
City of Murrieta - Account
CUSIP Security Description Par Value/Units Purchase Date Book Yield
Cost Value
Book Value
Mkt Price
Mkt YTM
Market Value
Accrued Int.
% of Port.

Gain/Loss
Moody/S&P
Fitch
Maturity
Duration
ABS
43813RAC1 Honda Auto Receivables 2020-1 A3

1.610% Due 04/22/2024
7,301.88 02/19/2020

1.62%
7,300.45
7,300.45

99.78 6.62%
7,285.97

3.27 0.01%
(14.48)
Aaa / NR
AAA

0.81 0.04
47789KAC7 John Deere Owner Trust 2020-A A3

1.100% Due 08/15/2024
3,683.93 03/04/2020

1.11%
3,683.71
3,683.71

99.83 7.52%
3,677.51

1.80 0.00%
(6.20)
Aaa / NR
AAA

1.13 0.03
89237VAB5 Toyota Auto Receivables Trust 2020-C A3

0.440% Due 10/15/2024
57,901.09 07/21/2020

0.44%
57,896.64
57,896.64

99.31 6.03%
57,503.71

11.32 0.05%
(392.93)
Aaa / AAA
NR

1.30 0.12
36262XAC8 GM Financial Auto Lease Trust 2021-3 A2

0.390% Due 10/21/2024
433,120.97 08/10/2021

0.39%
433,115.08
433,115.08

98.59 5.86%
427,028.69

51.61 0.36%
(6,086.39)

NR / AAA
AAA

1.31 0.26
47787NAC3 John Deere Owner Trust 2020-B A3

0.510% Due 11/15/2024
22,165.67 07/14/2020

0.52%
22,162.29
22,162.29

99.28 5.17%
22,006.41

5.02 0.02%
(155.88)
Aaa / NR
AAA

1.38 0.15
58769KAD6 Mercedes-Benz Auto Lease Trust 2021-B A3

0.400% Due 11/15/2024
329,307.48 06/22/2021

0.40%
329,282.63
329,282.63

98.41 6.13%
324,083.35

58.54 0.27%
(5,199.28)

NR / AAA
AAA

1.38 0.28
09690AAC7 BMW Vehicle Lease Trust 2021-2 A3

0.330% Due 12/26/2024
136,899.40 09/08/2021

0.34%
136,885.27
136,885.27

98.70 6.39%
135,126.28

7.53 0.11%
(1,758.99)
Aaa / NR
AAA

1.49 0.21
89236XAC0 Toyota Auto Receivables 2020-D A3

0.350% Due 01/15/2025
83,058.66 10/06/2020

0.36%
83,043.19
83,043.19

98.94 6.01%
82,176.74

12.92 0.07%
(866.45)

NR / AAA
AAA

1.55 0.19
05601XAC3 BMW Vehicle Lease Trust 2022-1 A3

1.100% Due 03/25/2025
265,553.83 01/11/2022

1.11%
265,514.12
265,514.12

98.29 5.84%
261,012.86

48.68 0.22%
(4,501.26)

NR / AAA
AAA

1.74 0.36
43813GAC5 Honda Auto Receivables Trust 2021-1 A3

0.270% Due 04/21/2025
101,080.36 02/17/2021

0.27%
101,078.51
101,078.51

97.65 6.18%
98,707.70

7.58 0.08%
(2,370.81)
Aaa / NR
AAA

1.81 0.39
89240BAC2 Toyota Auto Receivables Owners 2021-A A3

0.260% Due 05/15/2025
367,224.86 02/02/2021

0.27%
367,156.70
367,156.70

97.82 5.87%
359,209.81

42.43 0.30%
(7,946.89)
Aaa / NR
AAA

1.88 0.39
47788UAC6 John Deere Owner Trust 2021-A A3

0.360% Due 09/15/2025
200,613.66 03/02/2021

0.37%
200,575.11
200,575.11

97.07 6.12%
194,741.30

32.10 0.16%
(5,833.81)
Aaa / NR
AAA

2.21 0.51
44933LAC7 Hyundai Auto Receivables Trust 2021-A A3

0.380% Due 09/15/2025
254,513.15 04/20/2021

0.38%
254,486.37
254,486.37

97.38 6.00%
247,838.80

42.98 0.21%
(6,647.57)

NR / AAA
AAA

2.21 0.46
05593AAC3 BMW Vehicle Lease Trust 2023-1 A3

5.160% Due 11/25/2025
155,000.00 02/07/2023

5.22%
154,996.31
154,996.31

99.33 5.75%
153,958.09
133.30

0.13%
(1,038.22)
Aaa / AAA
NR

2.41 1.26
44934KAC8 Hyundai Auto Receivables Trust 2021-B A3

0.380% Due 01/15/2026
699,076.79 07/20/2021

0.39%
698,922.50
698,922.50

96.75 5.98%
676,338.62
118.07

0.57%
(22,583.88)

NR / AAA
AAA

2.55 0.58
43815GAC3 Honda Auto Receivables Trust 2021-4 A3

0.880% Due 01/21/2026
330,000.00 11/16/2021

0.89%
329,930.44
329,930.44

95.98 5.92%
316,727.73

80.67 0.27%
(13,202.71)
Aaa / NR
AAA

2.56 0.80
47789QAC4 John Deere Owner Trust 2021-B A3

0.520% Due 03/16/2026
359,131.75 07/13/2021

0.52%
359,099.72
359,099.72

95.80 6.12%
344,043.55

83.00 0.29%
(15,056.17)
Aaa / NR
AAA

2.71 0.75
As of June 30, 2023
26 389
Holdings Report
City of Murrieta - Account
CUSIP Security Description Par Value/Units Purchase Date Book Yield
Cost Value
Book Value
Mkt Price
Mkt YTM
Market Value
Accrued Int.
% of Port.

Gain/Loss
Moody/S&P
Fitch
Maturity
Duration
43815PAC3 Honda Auto Receivables 2022-2 A3

3.730% Due 07/20/2026
365,000.00 08/15/2022

3.76%
364,978.25
364,978.25

97.37 5.56%
355,406.74
491.63

0.30%
(9,571.51)

NR / AAA
AAA

3.06 1.47
05602RAD3 BMW Vehicle Owner Trust 2022-A A3

3.210% Due 08/25/2026
350,000.00 05/10/2022

3.23%
349,981.80
349,981.80

97.22 5.76%
340,275.25
187.25

0.29%
(9,706.55)
Aaa / AAA
NR

3.16 1.10
362554AC1 GM Financial Securitized Term 2021-4 A3

0.680% Due 09/16/2026
250,000.00 10/13/2021

0.68%
249,993.63
249,993.63

95.50 6.14%
238,762.25

70.83 0.20%
(11,231.38)
Aaa / AAA
NR

3.22 0.82
47787JAC2 John Deere Owner Trust 2022-A A3

2.320% Due 09/16/2026
410,000.00 03/10/2022

2.34%
409,909.31
409,909.31

96.32 5.88%
394,925.53
422.76

0.33%
(14,983.78)
Aaa / NR
AAA

3.22 1.04
380146AC4 GM Financial Auto Receivables 2022-1 A3

1.260% Due 11/16/2026
215,000.00 01/11/2022

1.27%
214,981.32
214,981.32

95.52 5.90%
205,369.94
112.88

0.17%
(9,611.38)

NR / AAA
AAA

3.38 0.97
36265WAD5 GM Financial Securitized Auto 2022-3 A3

3.640% Due 04/16/2027
320,000.00 07/06/2022

3.67%
319,997.79
319,997.79

97.11 5.59%
310,749.44
485.33

0.26%
(9,248.35)
Aaa / NR
AAA

3.80 1.51
02582JJT8 American Express Credit Trust 2022-2 A

3.390% Due 05/17/2027
905,000.00 05/17/2022

3.42%
904,799.81
904,799.81

96.51 5.43%
873,378.40
1,363.53

0.73%
(31,421.41)

NR / AAA
AAA

3.88 1.75
92348KAV5 Verizon Master Trust 2022-5 A1A

3.720% Due 07/20/2027
415,000.00 08/02/2022

3.75%
414,981.74
414,981.74

98.78 5.25%
409,942.81
471.72

0.34%
(5,038.93)

NR / AAA
AAA

4.06 1.09
TOTAL ABS 7,035,633.48 1.75%
7,034,752.69
7,034,752.69 5.81%
6,840,277.48
4,346.75

5.74%
(194,475.21)
Aaa / AAA
AAA

2.73 0.88
Agency
3135G05G4 FNMA Note

0.250% Due 07/10/2023
1,755,000.00 07/08/2020

0.32%
1,751,226.75
1,751,226.75

99.91 3.51%
1,753,411.73
2,084.06

1.47%
2,184.98
Aaa / AA+
AAA

0.03 0.03
3137EAEW5 FHLMC Note

0.250% Due 09/08/2023
2,005,000.00 Various

0.26%
2,004,240.85
2,004,240.85

99.09 5.10%
1,986,794.60
1,573.37

1.67%
(17,446.25)
Aaa / AA+
AAA

0.19 0.19
3135G0U43 FNMA Note

2.875% Due 09/12/2023
1,000,000.00 06/26/2019

1.86%
1,040,880.00
1,040,880.00

99.49 5.42%
994,866.00
8,704.86

0.84%
(46,014.00)
Aaa / AA+
AAA

0.20 0.20
3137EAEY1 FHLMC Note

0.125% Due 10/16/2023
1,575,000.00 10/14/2020

0.25%
1,569,125.25
1,569,125.25

98.46 5.43%
1,550,787.53
410.16

1.30%
(18,337.72)
Aaa / AA+
AAA

0.30 0.29
3133EHN25 FFCB Note

2.200% Due 11/01/2023
2,000,000.00 06/20/2019

1.83%
2,031,280.00
2,031,280.00

98.89 5.53%
1,977,894.00
7,333.33

1.66%
(53,386.00)
Aaa / AA+
AAA

0.34 0.33
3137EAEZ8 FHLMC Note

0.250% Due 11/06/2023
2,050,000.00 11/03/2020

0.28%
2,048,155.00
2,048,155.00

98.27 5.28%
2,014,547.30
782.99

1.69%
(33,607.70)
Aaa / AA+
AAA

0.35 0.34
3135G06H1 FNMA Note

0.250% Due 11/27/2023
1,045,000.00 11/23/2020

0.29%
1,043,808.70
1,043,808.70

97.95 5.37%
1,023,623.48
246.74

0.86%
(20,185.22)
Aaa / AA+
AAA

0.41 0.40
3137EAFA2 FHLMC Note

0.250% Due 12/04/2023
1,465,000.00 12/02/2020

0.28%
1,463,549.65
1,463,549.65

97.84 5.41%
1,433,360.40
274.69

1.20%
(30,189.25)
Aaa / AA+
AAA

0.43 0.42
As of June 30, 2023
27 390
Holdings Report
City of Murrieta - Account
CUSIP Security Description Par Value/Units Purchase Date Book Yield
Cost Value
Book Value
Mkt Price
Mkt YTM
Market Value
Accrued Int.
% of Port.

Gain/Loss
Moody/S&P
Fitch
Maturity
Duration
3133EKMX1 FFCB Note

2.230% Due 02/23/2024
2,000,000.00 07/16/2019

1.97%
2,022,820.00
2,022,820.00

98.00 5.42%
1,959,942.00
15,857.78

1.66%
(62,878.00)
Aaa / AA+
AAA

0.65 0.63
3130A1XJ2 FHLB Note

2.875% Due 06/14/2024
2,000,000.00 09/13/2019

1.76%
2,101,140.00
2,101,140.00

97.57 5.52%
1,951,392.00
2,715.28

1.64%
(149,748.00)
Aaa / AA+
NR

0.96 0.92
3135G0V75 FNMA Note

1.750% Due 07/02/2024
2,000,000.00 10/21/2019

1.66%
2,007,660.00
2,007,660.00

96.43 5.44%
1,928,640.00
17,402.78

1.63%
(79,020.00)
Aaa / AA+
AAA

1.01 0.97
3130AQF40 FHLB Note

1.000% Due 12/20/2024
1,400,000.00 12/21/2021

1.03%
1,398,768.00
1,398,768.00

94.00 5.29%
1,316,046.20
427.78

1.10%
(82,721.80)
Aaa / AA+
AAA

1.48 1.43
3133ENKS8 FFCB Note

1.125% Due 01/06/2025
755,000.00 01/06/2022

1.20%
753,301.25
753,301.25

94.13 5.20%
710,682.26
4,128.91

0.60%
(42,618.99)
Aaa / AA+
AAA

1.52 1.46
3133ENPG9 FFCB Note

1.750% Due 02/14/2025
1,200,000.00 02/25/2022

1.82%
1,197,456.00
1,197,456.00

94.82 5.12%
1,137,828.00
7,991.67

0.96%
(59,628.00)
Aaa / AA+
AAA

1.63 1.56
3130AVVX7 FHLB Note

3.750% Due 06/09/2028
1,120,000.00 06/07/2023

4.00%
1,107,243.20
1,107,243.20

99.30 3.90%
1,112,210.40
6,766.67

0.94%
4,967.20
Aaa / AA+
NR

4.95 4.44
TOTAL Agency 23,370,000.00 1.21%
23,540,654.65
23,540,654.65 5.15%
22,852,025.90
76,701.07

19.23%
(688,628.75)
Aaa / AA+
AAA

0.83 0.79
CMO
3137BM7C4 FHLMC K051 A2

3.308% Due 09/25/2025
1,223,000.00 06/23/2022

3.33%
1,220,420.23
1,220,420.23

96.15 5.21%
1,175,916.95
3,371.40

0.99%
(44,503.28)

NR / NR
AAA

2.24 1.96
3137BSP72 FHLMC K058 A2

2.653% Due 08/25/2026
2,000,000.00 02/09/2023

4.35%
1,890,546.88
1,890,546.88

93.62 4.87%
1,872,376.00
4,421.67

1.57%
(18,170.88)

NR / NR
AAA

3.16 2.90
3137BTUM1 FHLMC K061 A2

3.347% Due 11/25/2026
900,000.00 09/22/2022

4.37%
867,691.41
867,691.41

95.07 4.99%
855,641.70
2,510.25

0.72%
(12,049.71)

NR / NR
AAA

3.41 2.97
3137BVZ82 FHLMC K063

3.430% Due 01/25/2027
862,000.00 Various

4.09%
839,600.51
839,600.51

95.56 4.82%
823,691.86
2,463.89

0.69%
(15,908.65)

NR / NR
AAA

3.58 3.14
3137F1G44 FHLMC K065 A2

3.243% Due 04/25/2027
1,000,000.00 09/19/2022

4.08%
965,468.75
965,468.75

95.00 4.70%
949,992.00
2,702.50

0.80%
(15,476.75)

NR / NR
AAA

3.82 3.42
3137FBU79 FHLMC K069 A2

3.187% Due 09/25/2027
1,250,000.00 05/18/2023

4.65%
1,200,732.43
1,200,732.43

94.32 4.70%
1,178,988.75
3,319.79

0.99%
(21,743.68)

NR / AAA
NR

4.24 3.75
TOTAL CMO 7,235,000.00 4.16%
6,984,460.21
6,984,460.21 4.88%
6,856,607.26
18,789.50

5.77%
(127,852.95)

NR / AAA
AAA

3.36 3.00
Corporate
742718EB1 Procter & Gamble Co Note

3.100% Due 08/15/2023
1,880,000.00 06/27/2019

2.06%
1,957,305.60
1,957,305.60

99.83 4.44%
1,876,745.72
22,016.89

1.59%
(80,559.88)
Aa3 / AA-
NR

0.13 0.12
As of June 30, 2023
28 391
Holdings Report
City of Murrieta - Account
CUSIP Security Description Par Value/Units Purchase Date Book Yield
Cost Value
Book Value
Mkt Price
Mkt YTM
Market Value
Accrued Int.
% of Port.

Gain/Loss
Moody/S&P
Fitch
Maturity
Duration
717081EN9 Pfizer Inc. Callable Note Cont 8/15/2023

3.200% Due 09/15/2023
1,250,000.00 06/26/2019

2.24%
1,298,250.00
1,298,250.00

99.49 5.64%
1,243,583.75
11,777.78

1.05%
(54,666.25)
A1 / A+
A

0.21 0.21
24422EVN6 John Deere Capital Corp Note

0.450% Due 01/17/2024
865,000.00 03/01/2021

0.47%
864,385.85
864,385.85

97.30 5.54%
841,603.48
1,773.25

0.71%
(22,782.37)
A2 / A
A+

0.55 0.53
69371RR24 Paccar Financial Corp Note

0.350% Due 02/02/2024
795,000.00 01/28/2021

0.39%
794,077.80
794,077.80

97.01 5.58%
771,239.84
1,151.65

0.65%
(22,837.96)
A1 / A+
NR

0.59 0.57
594918BX1 Microsoft Callable Note Cont 12/6/2023

2.875% Due 02/06/2024
1,850,000.00 07/18/2019

2.07%
1,914,361.50
1,914,361.50

98.49 5.47%
1,822,022.45
21,422.74

1.55%
(92,339.05)
Aaa / AAA
NR

0.61 0.58
166764BT6 Chevron Corp Callable Note Cont 1/3/2024

2.895% Due 03/03/2024
900,000.00 11/04/2019

1.94%
935,334.00
935,334.00

98.26 5.56%
884,308.50
8,540.25

0.75%
(51,025.50)
Aa2 / AA-
NR

0.68 0.65
808513BN4 Charles Schwab Corp Callable Note Cont 2/18/2024

0.750% Due 03/18/2024
575,000.00 03/16/2021

0.77%
574,712.50
574,712.50

96.47 5.84%
554,730.68
1,233.85

0.47%
(19,981.82)
A2 / A-
A

0.72 0.69
023135BW5 Amazon.com Inc Note

0.450% Due 05/12/2024
805,000.00 05/10/2021

0.50%
803,824.70
803,824.70

95.87 5.39%
771,776.85
493.06

0.65%
(32,047.85)
A1 / AA
AA-

0.87 0.84
91324PEB4 United Health Group Inc Callable Note Cont 5/15/2022

0.550% Due 05/15/2024
425,000.00 11/08/2021

0.78%
422,560.50
422,560.50

95.83 5.49%
407,283.88
298.68

0.34%
(15,276.62)
A3 / A+
A

0.88 0.85
24422EVQ9 John Deere Capital Corp Note

0.450% Due 06/07/2024
760,000.00 06/07/2021

0.49%
759,050.00
759,050.00

95.45 5.50%
725,428.36
228.00

0.61%
(33,621.64)
A2 / A
A+

0.94 0.91
06051GJY6 Bank of America Corp Callable Note Cont 6/14/2023

5.470% Due 06/14/2024
960,000.00 06/07/2021

2.14%
960,064.00
960,064.00

99.85 5.67%
958,562.88
2,479.73

0.81%
(1,501.12)
A1 / A-
AA-

0.96 0.21
89236TJH9 Toyota Motor Credit Corp Note

0.500% Due 06/18/2024
1,140,000.00 06/15/2021

0.54%
1,138,643.40
1,138,643.40

95.28 5.58%
1,086,182.88
205.83

0.91%
(52,460.52)
A1 / A+
A+

0.97 0.94
79466LAG9 Salesforce.com Inc Callable Note Cont 7/15/2022

0.625% Due 07/15/2024
200,000.00 06/29/2021

0.64%
199,898.00
199,898.00

95.19 5.44%
190,379.60
576.39

0.16%
(9,518.40)
A2 / A+
NR

1.04 1.01
91159HHX1 US Bancorp Callable Note Cont 6/28/2024

2.400% Due 07/30/2024
1,000,000.00 11/09/2021

0.85%
1,041,550.00
1,041,550.00

96.46 5.82%
964,551.00
10,066.67

0.82%
(76,999.00)
A3 / A
A

1.08 1.04
69371RR40 Paccar Financial Corp Note

0.500% Due 08/09/2024
245,000.00 08/03/2021

0.52%
244,867.70
244,867.70

94.67 5.52%
231,937.83
483.19

0.19%
(12,929.87)
A1 / A+
NR

1.11 1.08
78016EYM3 Royal Bank of Canada Note

1.600% Due 01/21/2025
1,000,000.00 01/12/2022

1.60%
1,000,000.00
1,000,000.00

94.00 5.67%
940,037.00
7,111.11

0.79%
(59,963.00)
A1 / A
AA-

1.56 1.49
As of June 30, 2023
29 392
Holdings Report
City of Murrieta - Account
CUSIP Security Description Par Value/Units Purchase Date Book Yield
Cost Value
Book Value
Mkt Price
Mkt YTM
Market Value
Accrued Int.
% of Port.

Gain/Loss
Moody/S&P
Fitch
Maturity
Duration
06406RBC0 Bank of NY Mellon Corp Callable Note Cont 3/25/2025

3.350% Due 04/25/2025
900,000.00 04/19/2022

3.35%
899,874.00
899,874.00

96.16 5.60%
865,409.40
5,527.50

0.73%
(34,464.60)
A1 / A
AA-

1.82 1.72
14913R2V8 Caterpillar Financial Service Note

3.400% Due 05/13/2025
480,000.00 05/10/2022

3.44%
479,390.40
479,390.40

96.82 5.21%
464,718.72
2,176.00

0.39%
(14,671.68)
A2 / A
A+

1.87 1.77
438516CB0 Honeywell Intl Callable Note Cont 5/1/2025

1.350% Due 06/01/2025
1,000,000.00 03/09/2022

2.31%
970,280.00
970,280.00

93.29 5.06%
932,931.00
1,125.00

0.78%
(37,349.00)
A2 / A
A

1.92 1.85
89115A2A9 Toronto-Dominion Bank Note

3.766% Due 06/06/2025
1,000,000.00 06/02/2022

3.70%
1,001,830.00
1,001,830.00

96.95 5.45%
969,521.00
2,615.28

0.82%
(32,309.00)
A1 / A
NR

1.94 1.83
63743HFE7 National Rural Utilities Note

3.450% Due 06/15/2025
1,105,000.00 Various

3.61%
1,099,973.65
1,099,973.65

96.20 5.52%
1,062,987.90
1,694.34

0.89%
(36,985.75)
A2 / A-
A

1.96 1.86
14913R2Z9 Caterpillar Financial Service Note

3.650% Due 08/12/2025
1,375,000.00 08/08/2022

3.69%
1,373,336.25
1,373,336.25

97.06 5.13%
1,334,531.00
19,377.95

1.14%
(38,805.25)
A2 / A
A+

2.12 1.98
26442UAA2 Duke Energy Progress LLC Callable Note Cont 5/15/25

3.250% Due 08/15/2025
1,000,000.00 06/23/2022

3.57%
990,710.00
990,710.00

95.92 5.30%
959,241.00
12,277.78

0.81%
(31,469.00)
Aa3 / A
NR

2.13 1.99
437076CR1 Home Depot Callable Note Cont 8/15/2025

4.000% Due 09/15/2025
1,000,000.00 09/14/2022

4.13%
996,380.00
996,380.00

98.06 4.94%
980,555.00
11,777.78

0.83%
(15,825.00)
A2 / A
A

2.21 2.06
023135CN4 Amazon.com Inc Note

4.600% Due 12/01/2025
425,000.00 11/29/2022

4.60%
424,974.50
424,974.50

99.22 4.95%
421,676.50
1,629.17

0.35%
(3,298.00)
A1 / AA
AA-

2.42 2.25
857477BR3 State Street Bank Callable Note Cont 2/6/2025

1.746% Due 02/06/2026
335,000.00 02/02/2022

2.99%
335,000.00
335,000.00

93.69 5.93%
313,871.55
2,355.89

0.27%
(21,128.45)
A1 / A
AA-

2.61 1.53
037833BY5 Apple Inc Callable Note Cont 11/23/2025

3.250% Due 02/23/2026
1,000,000.00 02/22/2023

4.72%
959,390.00
959,390.00

96.30 4.75%
963,030.00
11,555.56

0.82%
3,640.00
Aaa / AA+
NR

2.65 2.47
57629W6F2 Mass Mutual Global funding Note

4.500% Due 04/10/2026
750,000.00 04/04/2023

4.52%
749,482.50
749,482.50

97.75 5.38%
733,157.25
7,406.25

0.62%
(16,325.25)
Aa3 / AA+
AA+

2.78 2.55
58989V2F0 Met Tower Global Funding Note

5.400% Due 06/20/2026
1,000,000.00 06/12/2023

5.38%
1,000,440.00
1,000,440.00

99.54 5.57%
995,387.00
1,650.00

0.84%
(5,053.00)
Aa3 / AA-
AA-

2.98 2.71
61747YET8 Morgan Stanley Callable Note Cont 7/17/2025

4.679% Due 07/17/2026
1,000,000.00 09/14/2022

5.39%
994,030.00
994,030.00

98.13 5.66%
981,288.00
21,315.44

0.84%
(12,742.00)
A1 / A-
A+

3.05 1.88
665859AW4 Northern Trust Company Callable Note Cont 4/10/2027

4.000% Due 05/10/2027
1,000,000.00 09/14/2022

4.23%
990,460.00
990,460.00

96.34 5.05%
963,373.00
5,666.67

0.81%
(27,087.00)
A2 / A+
A+

3.86 3.50
74456QBU9 Public Service El & Gas Callable Note Cont 02/01/28

3.700% Due 05/01/2028
750,000.00 06/22/2023

4.79%
715,005.00
715,005.00

95.13 4.84%
713,467.50
4,625.00

0.60%
(1,537.50)
A1 / A
NR

4.84 4.33
As of June 30, 2023
30 393
Holdings Report
City of Murrieta - Account
CUSIP Security Description Par Value/Units Purchase Date Book Yield
Cost Value
Book Value
Mkt Price
Mkt YTM
Market Value
Accrued Int.
% of Port.

Gain/Loss
Moody/S&P
Fitch
Maturity
Duration
341081GN1 Florida Power and Light Callable Note Cont 3/15/2028

4.400% Due 05/15/2028
1,500,000.00 05/22/2023

4.64%
1,484,025.00
1,484,025.00

98.12 4.84%
1,471,818.00
7,883.33

1.24%
(12,207.00)
Aa2 / A+
AA-

4.88 4.31
TOTAL Corporate 30,270,000.00 2.76%
30,373,466.85
30,373,466.85 5.32%
29,397,338.52
210,518.01

24.83%
(976,128.33)
A1 / A+
A+

1.78 1.58
Money Market Fund
60934N104 Federated Investors Government Obligations Fund 270,251.11 Various

4.90%
270,251.11
270,251.11

1.00 4.90%
270,251.11

0.00 0.23%

0.00 Aaa / AAA
AAA

0.00 0.00
TOTAL Money Market Fund 270,251.11 4.90%
270,251.11
270,251.11 4.90%
270,251.11

0.00 0.23%

0.00 Aaa / AAA
AAA

0.00 0.00
Supranational
459058JM6 Intl. Bank Recon & Development Note

0.250% Due 11/24/2023
750,000.00 11/17/2020

0.32%
748,387.50
748,387.50

98.02 5.31%
735,120.75
192.71

0.62%
(13,266.75)
Aaa / AAA
AAA

0.40 0.39
4581X0DZ8 Inter-American Dev Bank Note

0.500% Due 09/23/2024
1,585,000.00 09/15/2021

0.52%
1,583,827.10
1,583,827.10

94.22 5.42%
1,493,307.75
2,157.36

1.25%
(90,519.35)
Aaa / AAA
NR

1.24 1.19
TOTAL Supranational 2,335,000.00 0.46%
2,332,214.60
2,332,214.60 5.39%
2,228,428.50
2,350.07

1.87%
(103,786.10)
Aaa / AAA
AAA

0.96 0.93
US Treasury
91282CBA8 US Treasury Note

0.125% Due 12/15/2023
2,000,000.00 01/06/2021

0.20%
1,995,781.25
1,995,781.25

97.73 5.20%
1,954,532.00
109.29

1.64%
(41,249.25)
Aaa / AA+
AAA

0.46 0.45
91282CBE0 US Treasury Note

0.125% Due 01/15/2024
2,000,000.00 01/12/2021

0.24%
1,992,890.63
1,992,890.63

97.27 5.31%
1,945,312.00
1,153.31

1.63%
(47,578.63)
Aaa / AA+
AAA

0.55 0.53
9128285Z9 US Treasury Note

2.500% Due 01/31/2024
2,000,000.00 09/13/2019

1.72%
2,065,631.70
2,065,631.70

98.34 5.41%
1,966,796.00
20,856.35

1.67%
(98,835.70)
Aaa / AA+
AAA

0.59 0.56
91282CBR1 US Treasury Note

0.250% Due 03/15/2024
2,000,000.00 06/28/2021

0.40%
1,991,875.00
1,991,875.00

96.47 5.39%
1,929,376.00
1,467.39

1.62%
(62,499.00)
Aaa / AA+
AAA

0.71 0.69
91282CBV2 US Treasury Note

0.375% Due 04/15/2024
1,100,000.00 04/28/2021

0.36%
1,100,644.53
1,100,644.53

96.14 5.42%
1,057,503.70
867.83

0.89%
(43,140.83)
Aaa / AA+
AAA

0.79 0.77
91282CCC3 US Treasury Note

0.250% Due 05/15/2024
1,000,000.00 05/12/2021

0.36%
996,875.00
996,875.00

95.62 5.44%
956,211.00
319.29

0.80%
(40,664.00)
Aaa / AA+
AAA

0.88 0.85
91282CCT6 US Treasury Note

0.375% Due 08/15/2024
2,000,000.00 08/26/2021

0.46%
1,995,234.38
1,995,234.38

94.61 5.37%
1,892,188.00
2,817.68

1.59%
(103,046.38)
Aaa / AA+
AAA

1.13 1.10
As of June 30, 2023
31 394
Holdings Report
City of Murrieta - Account
CUSIP Security Description Par Value/Units Purchase Date Book Yield
Cost Value
Book Value
Mkt Price
Mkt YTM
Market Value
Accrued Int.
% of Port.

Gain/Loss
Moody/S&P
Fitch
Maturity
Duration
91282CCX7 US Treasury Note

0.375% Due 09/15/2024
1,800,000.00 09/10/2021

0.44%
1,796,484.38
1,796,484.38

94.25 5.34%
1,696,570.20
1,980.98

1.42%
(99,914.18)
Aaa / AA+
AAA

1.21 1.18
912828YM6 US Treasury Note

1.500% Due 10/31/2024
1,700,000.00 09/24/2021

0.55%
1,749,273.44
1,749,273.44

95.15 5.31%
1,617,522.80
4,296.20

1.36%
(131,750.64)
Aaa / AA+
AAA

1.34 1.29
91282CDH1 US Treasury Note

0.750% Due 11/15/2024
2,000,000.00 11/29/2021

0.81%
1,996,328.13
1,996,328.13

94.05 5.29%
1,881,094.00
1,915.76

1.58%
(115,234.13)
Aaa / AA+
AAA

1.38 1.33
91282CDN8 US Treasury Note

1.000% Due 12/15/2024
900,000.00 12/29/2021

0.99%
900,386.72
900,386.72

94.11 5.24%
847,019.70
393.44

0.71%
(53,367.02)
Aaa / AA+
AAA

1.46 1.41
912828Z52 US Treasury Note

1.375% Due 01/31/2025
2,000,000.00 06/04/2021

0.51%
2,062,500.00
2,062,500.00

94.31 5.16%
1,886,172.00
11,470.99

1.59%
(176,328.00)
Aaa / AA+
AAA

1.59 1.53
912828ZC7 US Treasury Note

1.125% Due 02/28/2025
1,200,000.00 02/09/2022

1.59%
1,183,359.38
1,183,359.38

93.73 5.09%
1,124,766.00
4,512.23

0.95%
(58,593.38)
Aaa / AA+
AAA

1.67 1.61
912828ZF0 US Treasury Note

0.500% Due 03/31/2025
2,000,000.00 03/03/2021

0.54%
1,997,031.25
1,997,031.25

92.50 5.03%
1,850,000.00
2,513.66

1.55%
(147,031.25)
Aaa / AA+
AAA

1.75 1.70
912828ZL7 US Treasury Note

0.375% Due 04/30/2025
2,000,000.00 04/12/2021

0.66%
1,977,343.75
1,977,343.75

92.01 4.99%
1,840,156.00
1,263.59

1.54%
(137,187.75)
Aaa / AA+
AAA

1.84 1.78
912828ZT0 US Treasury Note

0.250% Due 05/31/2025
1,800,000.00 10/14/2021

0.78%
1,765,757.81
1,765,757.81

91.51 4.94%
1,647,210.60
381.15

1.38%
(118,547.21)
Aaa / AA+
AAA

1.92 1.87
91282CAB7 US Treasury Note

0.250% Due 07/31/2025
2,000,000.00 12/02/2021

1.06%
1,942,031.25
1,942,031.25

91.00 4.84%
1,819,922.00
2,085.64

1.53%
(122,109.25)
Aaa / AA+
AAA

2.09 2.03
91282CAJ0 US Treasury Note

0.250% Due 08/31/2025
1,000,000.00 03/22/2022

2.42%
928,828.13
928,828.13

90.73 4.80%
907,266.00
835.60

0.76%
(21,562.13)
Aaa / AA+
AAA

2.17 2.11
9128285C0 US Treasury Note

3.000% Due 09/30/2025
3,250,000.00 Various

2.90%
3,259,882.81
3,259,882.81

96.25 4.78%
3,127,998.25
24,508.20

2.64%
(131,884.56)
Aaa / AA+
AAA

2.25 2.13
9128285J5 US Treasury Note

3.000% Due 10/31/2025
2,500,000.00 06/23/2022

3.02%
2,498,632.81
2,498,632.81

96.18 4.75%
2,404,492.50
12,635.87

2.03%
(94,140.31)
Aaa / AA+
AAA

2.34 2.21
912828M56 US Treasury Note

2.250% Due 11/15/2025
2,500,000.00 06/23/2022

3.11%
2,431,152.34
2,431,152.34

94.48 4.74%
2,361,915.00
7,184.10

1.99%
(69,237.34)
Aaa / AA+
AAA

2.38 2.26
9128285T3 US Treasury Note

2.625% Due 12/31/2025
2,500,000.00 09/14/2022

3.76%
2,412,792.97
2,412,792.97

95.24 4.67%
2,380,957.50
178.33

2.00%
(31,835.47)
Aaa / AA+
AAA

2.51 2.38
9128286L9 US Treasury Note

2.250% Due 03/31/2026
2,500,000.00 09/14/2022

3.74%
2,377,832.03
2,377,832.03

94.10 4.56%
2,352,442.50
14,139.34

1.98%
(25,389.53)
Aaa / AA+
AAA

2.75 2.61
91282CEF4 US Treasury Note

2.500% Due 03/31/2027
2,500,000.00 11/17/2022

4.02%
2,349,414.06
2,349,414.06

93.71 4.33%
2,342,870.00
15,710.38

1.98%
(6,544.06)
Aaa / AA+
AAA

3.75 3.50
91282CEW7 US Treasury Note

3.250% Due 06/30/2027
1,300,000.00 12/12/2022

3.87%
1,266,687.50
1,266,687.50

96.17 4.30%
1,250,234.70
114.81

1.05%
(16,452.80)
Aaa / AA+
AAA

4.00 3.70
As of June 30, 2023
32 395
Holdings Report
City of Murrieta - Account
CUSIP Security Description Par Value/Units Purchase Date Book Yield
Cost Value
Book Value
Mkt Price
Mkt YTM
Market Value
Accrued Int.
% of Port.

Gain/Loss
Moody/S&P
Fitch
Maturity
Duration
91282CFH9 US Treasury Note

3.125% Due 08/31/2027
2,500,000.00 01/24/2023

3.65%
2,445,117.19
2,445,117.19

95.64 4.28%
2,390,917.50
26,112.43

2.03%
(54,199.69)
Aaa / AA+
AAA

4.17 3.81
91282CFM8 US Treasury Note

4.125% Due 09/30/2027
1,600,000.00 02/22/2023

4.19%
1,595,500.00
1,595,500.00

99.44 4.27%
1,591,062.40
16,590.16

1.35%
(4,437.60)
Aaa / AA+
AAA

4.25 3.82
9128283F5 US Treasury Note

2.250% Due 11/15/2027
1,400,000.00 06/07/2023

4.05%
1,298,937.50
1,298,937.50

92.11 4.25%
1,289,477.00
4,023.10

1.08%
(9,460.50)
Aaa / AA+
AAA

4.38 4.08
TOTAL US Treasury 53,050,000.00 1.91%
52,374,205.94
52,374,205.94 4.92%
50,311,985.35
180,437.10

42.34%
(2,062,220.59)
Aaa / AA+
AAA

2.06 1.95
TOTAL PORTFOLIO 123,565,884.59 2.08%
122,910,006.05
122,910,006.05 5.12%
118,756,914.12
493,142.50
100.00%
(4,153,091.93)
Aa1 / AA
AAA

1.84 1.61
TOTAL MARKET VALUE PLUS ACCRUALS 119,250,056.62
As of June 30, 2023
33 396
SECTION |
Section 4 |
Transactions
34 397
Transaction Ledger
City of Murrieta - Account
Transaction
Type
Settlement
Date CUSIP Quantity Security Description Price Acq/Disp Yield Amount Interest
Pur/Sold Total Amount Gain/Loss

ACQUISITIONS
Purchase 04/12/2023 57629W6F2 750,000.00 Mass Mutual Global funding Note

4.5% Due: 04/10/2026

99.931 4.52% 749,482.50 0.00 749,482.50 0.00
Purchase 05/23/2023 3137FBU79 1,250,000.00 FHLMC K069 A2

3.187% Due: 09/25/2027

96.059 4.65% 1,200,732.43 2,434.51 1,203,166.94 0.00
Purchase 05/24/2023 341081GN1 1,500,000.00 Florida Power and Light Callable Note Cont 3/15/2028

4.4% Due: 05/15/2028

98.935 4.64% 1,484,025.00 1,100.00 1,485,125.00 0.00
Purchase 06/09/2023 3130AVVX7 1,120,000.00 FHLB Note

3.75% Due: 06/09/2028

98.861 4.00% 1,107,243.20 4,200.00 1,111,443.20 0.00
Purchase 06/09/2023 9128283F5 1,400,000.00 US Treasury Note

2.25% Due: 11/15/2027

92.781 4.05% 1,298,937.50 2,139.95 1,301,077.45 0.00
Purchase 06/20/2023 58989V2F0 1,000,000.00 Met Tower Global Funding Note

5.4% Due: 06/20/2026
100.044 5.38% 1,000,440.00 0.00 1,000,440.00 0.00
Purchase 06/26/2023 74456QBU9 750,000.00 Public Service El & Gas Callable Note Cont 02/01/28

3.7% Due: 05/01/2028

95.334 4.79% 715,005.00 4,239.58 719,244.58 0.00
Subtotal 7,770,000.00 7,555,865.63 14,114.04 7,569,979.67 0.00 TOTAL ACQUISITIONS 7,770,000.00 7,555,865.63 14,114.04 7,569,979.67 0.00

DISPOSITIONS
Maturity 05/22/2023 3135G04Q3 2,005,000.00 FNMA Note

0.25% Due: 05/22/2023
100.000 2,005,000.00 0.00 2,005,000.00 6,035.05
Maturity 06/09/2023 3133834G3 2,000,000.00 FHLB Note

2.125% Due: 06/09/2023
100.000 2,000,000.00 0.00 2,000,000.00 -20,800.00
March 31, 2023 through June 30, 2023
As of June 30, 2023
35 398
Transaction Ledger
City of Murrieta - Account
Transaction
Type
Settlement
Date CUSIP Quantity Security Description Price Acq/Disp Yield Amount Interest
Pur/Sold Total Amount Gain/Loss
Maturity 06/19/2023 3137EAEN5 1,350,000.00 FHLMC Note

2.75% Due: 06/19/2023
100.000 1,350,000.00 0.00 1,350,000.00 -48,343.50
Subtotal 5,355,000.00 5,355,000.00 0.00 5,355,000.00 -63,108.45 TOTAL DISPOSITIONS 5,355,000.00 5,355,000.00 0.00 5,355,000.00 -63,108.45 March 31, 2023 through June 30, 2023
As of June 30, 2023
36 399
Important Disclosures
2023 Chandler Asset Management, Inc, An Independent Registered Investment Adviser.

Information contained herein is confidential. Prices are provided by ICE Data Services Inc (“IDS”), an independent pricing source. In the event IDS does not provide a price or if the price provided is not reflective of fair market value, Chandler will obtain pricing from an alternative approved third party pricing source in accordance with our written valuation policy and procedures. Our valuation procedures are also disclosed in Item 5 of our Form ADV Part 2A.

Performance results are presented gross-of-advisory fees and represent the client’s Total Return. The deduction of advisory fees lowers performance results. These results include the reinvestment of dividends and other earnings. Past performance may not be indicative of future results. Therefore, clients should not assume that future performance of any specific investment or investment strategy will be profitable or equal to past performance levels. All investment strategies have the potential for profit or loss. Economic factors, market conditions or changes in investment strategies, contributions or withdrawals may materially alter the performance and results of your portfolio.

Index returns assume reinvestment of all distributions. Historical performance results for investment indexes generally do not reflect the deduction of transaction and/or custodial charges or the deduction of an investment management fee, the incurrence of which would have the effect of decreasing historical performance results. It is not possible to invest directly in an index.

Source ICE Data Indices, LLC ("ICE"), used with permission. ICE permits use of the ICE indices and related data on an "as is" basis; ICE, its affiliates and their respective third party suppliers disclaim any and all warranties and representations, express and/or implied, including any warranties of merchantability or fitness for a particular purpose or use, including the indices, index data and any data included in, related to, or derived therefrom. Neither ICE data, its affiliates or their respective third party providers guarantee the quality, adequacy, accuracy, timeliness or completeness of the indices or the index data or any component thereof, and the indices and index data and all components thereof are provided on an "as is" basis and licensee's use it at licensee's own risk. ICE data, its affiliates and their respective third party do not sponsor, endorse, or recommend chandler asset management, or any of its products or services.

This report is provided for informational purposes only and should not be construed as a specific investment or legal advice. The information contained herein was obtained from sources believed to be reliable as of the date of publication, but may become outdated or superseded at any time without notice. Any opinions or views expressed are based on current market conditions and are subject to change. This report may contain forecasts and forward-looking statements which are inherently limited and should not be relied upon as indicator of future results. Past performance is not indicative of future results. This report is not intended to constitute an offer, solicitation, recommendation or advice regarding any securities or investment strategy and should not be regarded by recipients as a substitute for the exercise of their own judgment.

Fixed income investments are subject to interest, credit and market risk. Interest rate risk: the value of fixed income investments will decline as interest rates rise. Credit risk: the possibility that the borrower may not be able to repay interest and principal. Low rated bonds generally have to pay higher interest rates to attract investors willing to take on greater risk. Market risk: the bond market in general could decline due to economic conditions, especially during periods of rising interest rates.

Ratings information have been provided by Moody’s, S&P and Fitch through data feeds we believe to be reliable as of the date of this statement, however we cannot guarantee its accuracy.

Security level ratings for U.S. Agency issued mortgage-backed securities (“MBS”) reflect the issuer rating because the securities themselves are not rated. The issuing U.S. Agency guarantees the full and timely payment of both principal and interest and carries a AA+/Aaa/AAA by S&P, Moody’s and Fitch respectively.

Your qualified custodian bank maintains control of all assets reflected in this statement and we urge you to compare this statement to the one you receive from your qualified custodian. Chandler does not have any authority to withdraw or deposit funds from/to the custodian account.

As of June 30, 2023
37 400
Benchmark Disclosures
ICE BofA 1-3 Yr US Treasury Index
The ICE BofA 1-3 Year US Treasury Index tracks the performance of US dollar-denominated sovereign debt publicly issued by the US government in its domestic market. Qualifying securities must have at least one year remaining term to final maturity and less than three years remaining term to final maturity, a fixed coupon schedule, and a minimum amount outstanding of $1 billion. Qualifying securities must have at least 18 months to final maturity at the time of issuance.

As of June 30, 2023
38 401
8/2/23, 7:46 AM Untitled Page
https://laif.sco.ca.gov/Result.aspx 1/1
MALIA M. COHEN
California State Controller

LOCAL AGENCY INVESTMENT FUND

REMITTANCE ADVICE
Agency Name MURRIETA
Account Number
As of 07/14/2023, your Local Agency Investment Fund account has been directly credited with the interest earned on your deposits for the quarter ending 06/30/2023.

Earnings Ratio .00008636172883763
Interest Rate 3.15%
Dollar Day Total $ 2,401,107,044.05
Quarter End Principal Balance $ 26,411,050.91
Quarterly Interest Earned $ 207,363.76
402

STAGECOACH SWEEP
WELLS FARGO BANK, N.A.

THIS STATEMENT COVERS 04/01/2023 THROUGH 04/30/2023

FOR QUESTIONS, PLEASE CALL YOUR CUSTOMER SERVICE OFFICER OR CUSTOMER CARE FOR BUSINESS (CC4B) SERVICE OFFICE AT 1-800-AT-WELLS (1-800-289-3557).

ALLSPRING GOVERNMENT FUND SELECT CLS
Transaction Detail
Daily Balance Information
Date Investment Balance Annualized Fund Yield Daily Dividend Factor Daily Accrual 04-01* 92,235,028.46 4.716 % .000129218 11,918.43
04-02* 92,235,028.46 4.716 % .000129218 11,918.43
04-03 92,604,108.20 4.703 % .000128857 11,932.69
04-04 93,145,419.52 4.711 % .000129074 12,022.65
04-05 90,862,834.03 4.708 % .000128997 11,721.03
04-06 90,638,885.74 4.712 % .000129100 11,701.48
04-07* 90,623,977.71 4.712 % .000129100 11,699.56

Page 1 of 2 ends

CITY OF MURRIETA

GENERAL OPERATING ACCOUNT
1 TOWN SQ
MURRIETA CA 92562-7922
Account Number - DDA
4-01-2023 Beginning Balance 92,235,028.46
4-03-2023 Next Day Sweep Purchase 369,079.74
4-04-2023 Next Day Sweep Purchase 541,311.32
4-05-2023 Sweep Funds Return To DDA 2,282,585.49
4-06-2023 Sweep Funds Return To DDA 223,948.29
4-10-2023 Sweep Funds Return To DDA 14,908.03
4-10-2023 Sweep Funds Return To DDA 557,524.44
4-11-2023 Sweep Funds Return To DDA 313,720.31
4-12-2023 Sweep Funds Return To DDA 302,136.74
4-13-2023 Sweep Funds Return To DDA 101,373.72
4-14-2023 Next Day Sweep Purchase 2,020,955.78
4-17-2023 Next Day Sweep Purchase 1,517,272.18
4-18-2023 Sweep Funds Return To DDA 39,977.93
4-19-2023 Sweep Funds Return To DDA 199,031.21
4-20-2023 Sweep Funds Return To DDA 1,484,856.72
4-21-2023 Sweep Funds Return To DDA 55,366.20
4-24-2023 Sweep Funds Return To DDA 275,879.23
4-25-2023 Next Day Sweep Purchase 2,953,527.30
4-26-2023 Sweep Funds Return To DDA 506,014.75
4-27-2023 Sweep Funds Return To DDA 179,754.75
4-28-2023 Sweep Funds Return To DDA 56,628.02
4-30-2023 Ending Balance 93,043,468.95

FUND SUMMARY
Dividends Earned YTD 1,310,391.99
Federal Withholding YTD .00
7-Day Simple Yield 4.72496 %
Federal Withholding .00
Beginning Balance 92,235,028.46
Shares Purchased 7,402,146.32 +
Shares Redeemed 6,593,705.83 -
Ending Balance 93,043,468.95
Prior Month Dividends Paid to Checking 357,108.62
Dividends Earned in Current Month 355,982.14
Funds Pending Redemption 116,628.34-
403

STAGECOACH SWEEP
Date Investment Balance Annualized Fund Yield Daily Dividend Factor Daily Accrual 04-08* 90,066,453.27 4.712 % .000129100 11,627.58
04-09* 90,066,453.27 4.712 % .000129100 11,627.58
04-10 90,066,453.27 4.705 % .000128928 11,612.09
04-11 89,752,732.96 4.740 % .000129883 11,657.35
04-12 89,450,596.22 4.738 % .000129817 11,612.21
04-13 89,349,222.50 4.737 % .000129798 11,597.35
04-14 91,370,178.28 4.737 % .000129807 11,860.49
04-15* 91,370,178.28 4.737 % .000129807 11,860.49
04-16* 91,370,178.28 4.737 % .000129807 11,860.49
04-17 92,887,450.46 4.739 % .000129855 12,061.90
04-18 92,847,472.53 4.750 % .000130156 12,084.66
04-19 92,648,441.32 4.751 % .000130184 12,061.34
04-20 91,163,584.60 4.753 % .000130233 11,872.51
04-21 91,108,218.40 4.753 % .000130232 11,865.21
04-22* 90,832,339.17 4.753 % .000130232 11,829.28
04-23* 90,832,339.17 4.753 % .000130232 11,829.28
04-24 90,832,339.17 4.755 % .000130283 11,833.91
04-25 93,785,866.47 4.753 % .000130237 12,214.39
04-26 93,279,851.72 4.755 % .000130297 12,154.08
04-27 93,100,096.97 4.756 % .000130320 12,132.80
04-28 93,043,468.95 4.686 % .000128409 11,947.62
04-29* 92,926,840.61 4.686 % .000128409 11,932.64
04-30* 92,926,840.61 4.686 % .000128409 11,932.64
TOTAL MTD 355,982.16
* Indicates non-business day
THANK YOU FOR BANKING WITH WELLS FARGO.

MONEY MARKET MUTUAL FUNDS (EACH, A "MMMF") ARE NOT FDIC INSURED, HAVE NO BANK GUARANTY AND MAY LOSE VALUE.

This material must be accompanied or preceded by a current prospectus for name of the Fund(s) selected. Please read the prospectus carefully before investing.
04/01/2023 - 04/30/2023

Page 2 of 2 ends

404

STAGECOACH SWEEP
WELLS FARGO BANK, N.A.

THIS STATEMENT COVERS 05/01/2023 THROUGH 05/31/2023

FOR QUESTIONS, PLEASE CALL YOUR CUSTOMER SERVICE OFFICER OR CUSTOMER CARE FOR BUSINESS (CC4B) SERVICE OFFICE AT 1-800-AT-WELLS (1-800-289-3557).

ALLSPRING GOVERNMENT FUND SELECT CLS
Transaction Detail
Daily Balance Information
Date Investment Balance Annualized Fund Yield Daily Dividend Factor Daily Accrual 05-01 92,926,840.61 4.747 % .000130079 12,087.83
05-02 93,802,428.34 4.742 % .000129941 12,188.78
05-03 93,284,621.88 4.745 % .000130001 12,127.09
05-04 92,116,947.10 4.942 % .000135417 12,474.20
05-05 92,106,175.21 4.966 % .000136082 12,533.99

Page 1 of 2 ends

CITY OF MURRIETA

GENERAL OPERATING ACCOUNT
1 TOWN SQ
MURRIETA CA 92562-7922
5-01-2023 Beginning Balance 93,043,468.95
5-01-2023 Sweep Funds Return To DDA 116,628.34
5-02-2023 Next Day Sweep Purchase 875,587.73
5-03-2023 Sweep Funds Return To DDA 517,806.46
5-04-2023 Sweep Funds Return To DDA 1,167,674.78
5-05-2023 Sweep Funds Return To DDA 10,771.89
5-08-2023 Sweep Funds Return To DDA 379,018.29
5-09-2023 Next Day Sweep Purchase 168,717.58
5-10-2023 Sweep Funds Return To DDA 157,124.16
5-11-2023 Sweep Funds Return To DDA 50,647.00
5-12-2023 Next Day Sweep Purchase 30,470.94
5-15-2023 Next Day Sweep Purchase 159,541.45
5-16-2023 Sweep Funds Return To DDA 638,350.00
5-17-2023 Sweep Funds Return To DDA 2,392,898.80
5-18-2023 Next Day Sweep Purchase 193,738.15
5-19-2023 Sweep Funds Return To DDA 58,277.78
5-22-2023 Sweep Funds Return To DDA 510,633.63
5-23-2023 Sweep Funds Return To DDA 143,344.01
5-24-2023 Next Day Sweep Purchase 15,857,450.14
5-25-2023 Next Day Sweep Purchase 3,188,983.64
5-26-2023 Sweep Funds Return To DDA 29,649.58
5-30-2023 Next Day Sweep Purchase 77,185.94
5-31-2023 Next Day Sweep Purchase 4,487,615.42
5-31-2023 Ending Balance 111,909,935.22

FUND SUMMARY
Dividends Earned YTD 1,711,813.07
Federal Withholding YTD .00
7-Day Simple Yield 5.00817 %
Federal Withholding .00
Beginning Balance 93,043,468.95
Shares Purchased 25,039,290.99 +
Shares Redeemed 6,172,824.72 -
Ending Balance 111,909,935.22
Prior Month Dividends Paid to Checking 355,982.14
Dividends Earned in Current Month 401,421.08
Funds Pending Redemption 1,853,719.37-
405

STAGECOACH SWEEP
Date Investment Balance Annualized Fund Yield Daily Dividend Factor Daily Accrual 05-06* 91,727,156.92 4.966 % .000136082 12,482.41
05-07* 91,727,156.92 4.966 % .000136082 12,482.41
05-08 91,727,156.92 4.967 % .000136092 12,483.33
05-09 91,895,874.50 4.964 % .000136004 12,498.21
05-10 91,738,750.34 4.971 % .000136212 12,495.92
05-11 91,688,103.34 4.973 % .000136254 12,492.87
05-12 91,718,574.28 4.973 % .000136266 12,498.12
05-13* 91,718,574.28 4.973 % .000136266 12,498.12
05-14* 91,718,574.28 4.973 % .000136266 12,498.12
05-15 91,878,115.73 4.973 % .000136264 12,519.68
05-16 91,239,765.73 4.977 % .000136373 12,442.64
05-17 88,846,866.93 4.970 % .000136171 12,098.37
05-18 89,040,605.08 4.973 % .000136249 12,131.69
05-19 88,982,327.30 4.972 % .000136239 12,122.86
05-20* 88,471,693.67 4.972 % .000136239 12,053.30
05-21* 88,471,693.67 4.972 % .000136239 12,053.30
05-22 88,471,693.67 4.979 % .000136417 12,069.04
05-23 88,328,349.66 4.997 % .000136929 12,094.71
05-24 104,185,799.80 4.999 % .000136966 14,269.91
05-25 107,374,783.44 4.996 % .000136895 14,699.07
05-26 107,345,133.86 5.007 % .000137199 14,727.65
05-27* 107,345,133.86 5.007 % .000137199 14,727.65
05-28* 107,345,133.86 5.007 % .000137199 14,727.65
05-29* 107,345,133.86 5.007 % .000137199 14,727.65
05-30 107,422,319.80 5.001 % .000137034 14,720.51
05-31 111,909,935.22 5.020 % .000137557 15,393.99
TOTAL MTD 401,421.07
* Indicates non-business day
THANK YOU FOR BANKING WITH WELLS FARGO.

MONEY MARKET MUTUAL FUNDS (EACH, A "MMMF") ARE NOT FDIC INSURED, HAVE NO BANK GUARANTY AND MAY LOSE VALUE.

This material must be accompanied or preceded by a current prospectus for name of the Fund(s) selected. Please read the prospectus carefully before investing.
05/01/2023 - 05/31/2023

Page 2 of 2 ends

Account Number - DDA
406

STAGECOACH SWEEP
WELLS FARGO BANK, N.A.

THIS STATEMENT COVERS 06/01/2023 THROUGH 06/30/2023

FOR QUESTIONS, PLEASE CALL YOUR CUSTOMER SERVICE OFFICER OR CUSTOMER CARE FOR BUSINESS (CC4B) SERVICE OFFICE AT 1-800-AT-WELLS (1-800-289-3557).

ALLSPRING GOVERNMENT FUND SELECT CLS
Transaction Detail
Daily Balance Information
Date Investment Balance Annualized Fund Yield Daily Dividend Factor Daily Accrual 06-01 110,056,215.85 5.003 % .000137089 15,087.50
06-02 103,694,999.96 5.003 % .000137092 14,215.75
06-03* 103,405,155.19 5.003 % .000137092 14,176.02
06-04* 103,405,155.19 5.003 % .000137092 14,176.02
06-05 103,405,155.19 5.000 % .000137012 14,167.75
06-06 103,355,165.75 5.001 % .000137018 14,161.52

Page 1 of 2 ends

CITY OF MURRIETA

GENERAL OPERATING ACCOUNT
1 TOWN SQ
MURRIETA CA 92562-7922
Account Number - DDA
6-01-2023 Beginning Balance 111,909,935.22
6-01-2023 Sweep Funds Return To DDA 1,853,719.37
6-02-2023 Sweep Funds Return To DDA 6,361,215.89
6-05-2023 Sweep Funds Return To DDA 289,844.77
6-06-2023 Sweep Funds Return To DDA 49,989.44
6-07-2023 Sweep Funds Return To DDA 748,161.29
6-08-2023 Sweep Funds Return To DDA 120,290.43
6-09-2023 Next Day Sweep Purchase 311,789.27
6-12-2023 Next Day Sweep Purchase 40,343.33
6-13-2023 Sweep Funds Return To DDA 347,019.80
6-14-2023 Sweep Funds Return To DDA 442,478.47
6-15-2023 Sweep Funds Return To DDA 1,464,703.45
6-16-2023 Sweep Funds Return To DDA 17,787.44
6-20-2023 Sweep Funds Return To DDA 461,406.59
6-21-2023 Sweep Funds Return To DDA 356,389.84
6-22-2023 Next Day Sweep Purchase 490,253.20
6-23-2023 Sweep Funds Return To DDA 335,013.84
6-26-2023 Sweep Funds Return To DDA 45,343.36
6-27-2023 Next Day Sweep Purchase 3,828,426.73
6-28-2023 Sweep Funds Return To DDA 1,427,614.51
6-29-2023 Sweep Funds Return To DDA 507,830.61
6-30-2023 Sweep Funds Return To DDA 40,758.96
6-30-2023 Ending Balance 101,711,179.69

FUND SUMMARY
Dividends Earned YTD 2,131,531.99
Federal Withholding YTD .00
7-Day Simple Yield 5.01890 %
Federal Withholding .00
Beginning Balance 111,909,935.22
Shares Purchased 4,670,812.53 +
Shares Redeemed 14,869,568.06 -
Ending Balance 101,711,179.69
Prior Month Dividends Paid to Checking 401,421.08
Dividends Earned in Current Month 419,718.92
Funds Pending Investment 2,213,849.50
407

STAGECOACH SWEEP
Date Investment Balance Annualized Fund Yield Daily Dividend Factor Daily Accrual 06-07 102,607,004.46 5.000 % .000137010 14,058.19
06-08 102,486,714.03 5.001 % .000137030 14,043.75
06-09 102,798,503.30 5.005 % .000137128 14,096.55
06-10* 102,798,503.30 5.005 % .000137128 14,096.55
06-11* 102,798,503.30 5.005 % .000137128 14,096.55
06-12 102,838,846.63 4.998 % .000136953 14,084.09
06-13 102,491,826.83 5.001 % .000137023 14,043.74
06-14 102,049,348.36 5.004 % .000137104 13,991.37
06-15 100,584,644.91 5.004 % .000137106 13,790.76
06-16 100,566,857.47 5.014 % .000137380 13,815.87
06-17* 100,105,450.88 5.014 % .000137380 13,752.49
06-18* 100,105,450.88 5.014 % .000137380 13,752.49
06-19* 100,105,450.88 5.014 % .000137380 13,752.49
06-20 100,105,450.88 5.010 % .000137280 13,742.48
06-21 99,749,061.04 5.015 % .000137408 13,706.32
06-22 100,239,314.24 5.006 % .000137166 13,749.43
06-23 99,904,300.40 5.014 % .000137384 13,725.25
06-24* 99,858,957.04 5.014 % .000137384 13,719.02
06-25* 99,858,957.04 5.014 % .000137384 13,719.02
06-26 99,858,957.04 5.010 % .000137262 13,706.84
06-27 103,687,383.77 5.019 % .000137520 14,259.09
06-28 102,259,769.26 5.026 % .000137707 14,081.89
06-29 101,751,938.65 5.017 % .000137452 13,986.01
06-30 101,711,179.69 5.011 % .000137292 13,964.13
TOTAL MTD 419,718.93
* Indicates non-business day
THANK YOU FOR BANKING WITH WELLS FARGO.

MONEY MARKET MUTUAL FUNDS (EACH, A "MMMF") ARE NOT FDIC INSURED, HAVE NO BANK GUARANTY AND MAY LOSE VALUE.

This material must be accompanied or preceded by a current prospectus for name of the Fund(s) selected. Please read the prospectus carefully before investing.
06/01/2023 - 06/30/2023

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Account Number - DDA
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CITY OF MURRIETA
City Council Meeting Agenda
Report
9/5/2023
Agenda Item No. 7.

TO: HONORABLE MAYOR AND MEMBERS OF THE CITY COUNCIL
FROM: Diego Chavez, Administrative Services Director
PREPARED BY: Michelle Tamez, Human Resources Analyst
SUBJECT: Agreement for Professional Legal Services Between the City of Murrieta and Liebert Cassidy Whitmore

RECOMMENDATION
1) Authorize a three-year Agreement with Liebert Cassidy Whitmore for Professional Legal Services in the amount not to exceed $300,000 per year; and 2) Authorize the City Manager to execute the agreement; with the option to extend for up to two, additional one-year periods.

PRIOR ACTION/VOTE
On April 3, 2018, the City Council adopted Resolution No. 18-3887, approving a retroactive agreement with Liebert Cassidy Whitmore for Labor and Employment Legal Services (Vote: 5-0).

On August 4, 2020, the City Council authorized an agreement with Liebert Cassidy Whitmore for Labor and Employment Legal Services (Vote: 5-0).

CITY COUNCIL GOAL
Maintain a high performing organization that values fiscal sustainability, transparency, accountability and organizational efficiency.

BACKGROUND
In 2017, the City of Murrieta (City) entered into an agreement with Liebert Cassidy Whitmore (LCW), a preeminent labor and employment law firm, to advise on various issues related to employment matters. While the firm Aleshire & Wynder serves as the City’sgeneral counsel, from time to time, the City contracts with other law firms for specialized legal services. With LCW, these services have included labor negotiations, employment-related litigation, wage and overtime analysis, and other employment practices. Most recently, LCW has provided significant legal counsel in regard to the Fair Labor Standard Act (FLSA), Police employment matters, and employment investigation services.

The most recent agreement with LCW was approved by City Council with a defined end date of June 30, 2022. The City exercised its option to renew the agreement last year for an additional one-year term through June 30, 2023. With the authorization of the City Council, the City Manager will execute a new three-year CITY OF MURRIETA Printed on 1/22/2024Page 1 of 2
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9/5/2023
Agenda Item No. 7.

June 30, 2023. With the authorization of the City Council, the City Manager will execute a new three-year agreement with LCW, with the option to execute two one-year extensions. Under the terms of the agreement, the City will be billed only when services are requested and delivered, not to exceed $300,000 per year. There is no retainer fee associated with the agreement. Since 2020, the average amount of billed services has been $150,259 per year.

FISCAL IMPACT
Funding for this agreement is budgeted for $300,000 in FY 2023/24 and FY 2024/25 in account #1102200- 60440 to pay for Legal Consultant Services. Budget appropriation for subsequent years of the agreement will go through the normal budget adoption process.

ATTACHMENTS
1) Agreement with Liebert Cassidy Whitmore
CITY OF MURRIETA Printed on 1/22/2024Page 2 of 2
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AGREEMENT FOR PROFESSIONAL LEGAL SERVICES
WITH THE CITY OF MURRIETA (“CITY”)
Contract Number:

Consultant Name (“Consultant”): Leibert CassidyWhitmore Consultant Address: 6033 West Century Blvd, 5th Floor, Los Angeles, CA 90045 Consultant Representative Name and Title (“ Consultant Representative”): J. Scott Tiedemann, Managing Partne
Consultant Representative Work Phone: 310-981-2000
Effective Date: July 1, 2023
Termination Date: June 30, 2026
Total Not-To-Exceed Contract Amount (“Contract Sum”): $300,000 annually City Department Contact (“Department Contact”): Michael McGhee Department Contact Work Phone and Email: [email protected] - (951) 461-6432

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THIS AGREEMENT FOR SERVICES (“Agreement”) is made and entered into as of the Effective Date set forth above by and between CITY OF MURRIETA, a California municipal corporation (“City”) and (“Consultant”). City and Consultant may be referred to individually as “Party” or collectively as “Parties.” In consideration of the mutual promises and covenants made by the Parties and contained herein and other consideration, the value and adequacy of which are hereby acknowledged, the Parties agree as follows:

ARTICLE 1. SERVICES OF CONSULTANT

1.1 Scope of Services. Consultant shall provide City with consulting, representational and legal services pertaining to employment relations matters, including representation in negotiations and in administrative and court proceedings, as requested by City or otherwise required by law. These duties may be adjusted from time to t ime as agreed upon in writing by Consultant and City. As a material inducement to City entering into this Agreement, Consultant represents and warrants: a) it has the qualifications, experience, and facilities necessary to properly perform the Services required under this Agreement b) all services set forth in the Scope of Services will be performed in a competent and satisfactory manner ; and, c) Consultant shall follow the highest professional standards and practices in performing the services required hereunder.

1.2 Cooperation with City Attorney . Consultant acknowledges that City contracts with other special counsel for legal services and has appointed the firm of Aleshire & Wynder for City Attorney services. Consultant agrees to cooperate with and keep the City Attorney informed of all legal proceedings and to cooperate with any other special counsel appointed by the City.

1.3 Compliance with Law. All services rendered hereunder shall be provided in accordance with all ordinances, resolutions, statut es, rules and regulations of City and any federal, State or local governmental agency having jurisdiction in effect at the time services are rendered. City, and its officers, employees and agents, shall not be liable at law or in equity for failure of Consultant to comply with this Section.

1.4 Licenses, Permits, Fees and Assessments. Consultant shall obtain at its sole cost and expense such licenses, permits and approvals as may be required by law for the performance of the services required by this Agreement. Consultant shall have the sole obligation to pay for any fees, assessments and taxes, plus applicable penalties and interest, which may be imposed by law and arise from or are necessary for Consultant’s performance of the services required by this Agreeme nt, and shall indemnify, defend and hold harmless City against any such fees, assessments, taxes, penalties or interest levied, assessed or imposed against City hereunder.

1.5 Familiarity with Work. By executing this Agreement, Consultant represents and warrants Consultant: a) has thoroughly investigated and considered services to be performed, b) has carefully considered how services should be performed, and c) 413

fully understands the facilities, difficulties and restrictions attending performance of services under this Agreement.

1.6 Special Requirements. Additional terms and conditions of this Agreement, if any, which are made a part hereof are set forth in the “Special Requirements” attached hereto as Exhibit A and incorporated herein by this reference. In the event of a conflict between the provisions of Exhibit A and any other provisions of this Agreement, the provisions of Exhibit A shall govern.

ARTICLE 2. COMPENSATION AND METHOD OF PAYMENT

2.1 Contract Sum. Subject to any limitations set forth in this Agreement, Ci ty agrees to pay Consultant the rates specified in the “Schedule of Compensation” attached hereto as Exhibit B and incorporated herein by this reference . The total compensation for all work, including reimbursement for actual expenses, shall not exceed the Contract Sum set forth above . Compensation may include reimbursement, for actual and necessary expenditures , if both are specified in the Schedule of Compensation, as well as approved by City in advance.

2.2 Invoices. Unless some other method of payment is specified in Exhibit C, Schedule of Compensation, in any month in which Consultant wishes to receive payment, no later than the first business day of such month, Consultant shall submit to City, in a form approved by City’s Finance Director, an invoice for services rendered prior to the date of the invoice. By submitting an invoice for payment under this Agreement, Consultant is certifying compliance with all provisions of this Agreement. City shall pay Consultant for all expenses stated thereon wh ich are approved by City pursuant to this Agreement generally within thirty (30) days, and City will use its best efforts to make payment no later than forty -five (45) days, from the submission of an invoice in an approved form. In the event any charges or expenses are disputed by City, the original invoice shall be returned by City to Consultant for correction and resubmission. Review and payment by City for any invoice provided by Consultant shall not constitute a waiver of any rights or remedies provided herein or any applicable law. Each invoice is to include (unless otherwise specified by City) : 1) line items for all personnel describing the work performed, the number of hours worked, and the hourly rate ; 2) line items for all materials and equipment properly charged to the Services; 3) line items for all other approved reimbursable expenses claimed, with supporting documentation ; and 4) line items for all approved subcontractor labor, supplies, equipment, materials, and travel properly charged to the Services.

ARTICLE 3. PERFORMANCE SCHEDULE

3.0 Time of Essence. Time is of the essence in the performance of this Agreement.

3.1 Term. The Agreement shall commence upon the Effective Date set forth above and will continue until the Termination Date. This Agreement may be extended for up 414

to two, additional one -year periods upon the mutual agreement in writing of both parties.

Unless earlier terminated in accordance with Article 7 of this Agreement, this Agreement shall continue in full force and effect until completion of any ongoing services, which shall be no later than the Termination Date set forth above.

Notwithstanding the foregoing, the Indemnification and Insurance provisions set forth in Article 5 shall survive the termination of this Agreement.

3.2 Force Majeure. Performance of the services rendered pursuant to this Agreement shall be extended because of any delays due to unforeseeable causes beyond the control and without the fault or negligence of Consultant, including, but not restricted to, acts of God or of the public enemy, unusually severe weather, fires, earthquakes, floods, epidemics, quarantine restrictions, riots, strikes, freight embargoes, wars, litigation, and/or acts of any governmental a gency, including City, if Consultant shall within ten (10) days of the commencement of such delay notify City in writing of the causes of the delay. City shall ascertain the facts and the extent of delay, and extend the time for performing the services for the period of the enforced delay when and if in the judgment of City such delay is justified.

City’s determination shall be final and conclusive upon th e Parties to this Agreement. In no event shall Consultant be entitled to recover damages against City for any delay in the performance of this Agreement, however caused, Consultant’s sole remedy being extension of this Agreement pursuant to this Section.

ARTICLE 4. COORDINATION OF WORK

4.1 Representative of Consultant. The Consultant Representative is authorized to act on Consultant’s behalf with respect to the work or services specified herein and to make all decisions in connection therewith. It is expressly understood that the experience, knowledge, capability and reputation of the representative was a substantial inducement for City to enter into this Agreement. Therefore, the representative shall be responsible during the term of this Agreement for directing all activities of Consultant and devoting sufficient time to personally supervise the services hereunder. For purposes of this Agreement, the representative may not be replaced nor may their responsibilities be substantially reduced by Consultant without the express written approval of City. The City reserves the right to approve, on a case -by-case basis, the attorney(s) to be used by the Consultant for each engagement.

4.2 Department Contact for City . The Department Contact (or other person designated by the City Manager) shall be the primary person on behalf of City responsible for the administration of the Agreement. It shall be Consultant’s responsibility to assure that the Department Contact is kept informed of both the 415

progress of the performance of the services as well as any decisions which must be made by City.

4.3 Approvals from City. City approvals or actions, pursuant to the authority of this Agreement, are to be made (unless otherwise specified) either by the Department Contact, City Manager or by their delegate as provided for in writing.

4.4 Independent Co ntractor. Neither City , nor any of its officers, employees or agents, shall have any control over the manner or means by which Consultant , or its officers, employees, agents or subcontractors , perform the services required herein, except as otherwise set forth herein. Consultant shall perform all services required herein as an independent contractor of City and shall remain under only such obligations as are consistent with that role. Consultant shall not at any time or in any manner represent that it, or any of its officers, employees, agents or subcontractors, are officers, employees or agents of City. City shall not in any way or for any purpose become or be deemed to be a partner of Consultant in its business or otherwise or a joint venturer or a member of any joint enterprise with Consultant.

Consultant shall not incur or have the power to incur any debt, obligation or liability whatever against City, or bind City in any manner. Consultant represents and warrants that the personnel used to provide services to City pursuant to this Agreement shall at all times be under Consultant’s exclusive control and direction.

No City employee benefits shall be available to Consultant, its officers, employees, agents or subcontractors, in connection with the performance of this Agreement.

City shall not be liable for compensation or indemnification to Consultant , its officers, employees, agents or subcontractors, for injury or sickness arising out of performing services hereunder. In the event that Consultant or any officer, employee, agent, or subcontractor of Consultant providing services under this Agreement claims or is determined by a federal or state agency, a court of competent jurisdiction, or the California Public Employees’ Retirement System, to be classified as other than an independent contractor for City, then Consultant shall indemnify, defend, and hold harmless City for the payment of any and all assessed fines, penalties, judgments, employee and/or employer contributions, and any other damages and costs assessed to City as a consequence of, or in any way attributable to, the assertion that Consultant , or any officer, employee, agent, or subcontractor Consultant used to provide services under this Agreement, is/are employees of City.

4.5 Subcontracting or Assignment. The experience, knowledge, capability and reputation of Consultant, its principals and employees were a substantial inducement for City to en ter into this Agreement. Therefore, without express written approval of City, Consultant shall not contract with any other City to perform in whole or in part services required hereunder without express written approval of City , and n either this Agreement nor any interest herein may be transferred or assigned. No approved transfer shall release Consultant, or any surety or insured of Consultant, of any liability hereunder without express written consent of City.

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INSURANCE AND INDEMNIFICATION

4.6 Insurance Cover ages. Prior to commencement of any services under this Agreement, and without limiting Consultant’s indemnification obligation to City, Consultant shall procure and maintain, at its sole cost and expense, in a form and content satisfactory to City, for the duration of the Agreement, primary policies of insurance of the type and amounts set forth in the “Insurance Requirements” attached hereto as Exhibit C and incorporated herein by this reference.

4.7 Indemnification.
(a) General Obligations. Consultant agrees, to the full extent permitted by law, to indemnify, defend and hold harmless City and its elected and appointed officers, employees and agents (each an “ Indemnitee” and collectively, “ Indemnitees”) against, and will hold and save them and each of th em harmless from, whether actual or threatened, any and all actions, either judicial, administrative, arbitration or regulatory claims, damages to persons or property, losses, costs, penalties, obligations, errors, omissions or liabilities (herein “ Claims or Liabilities”) that may be asserted or claimed by any person, firm or City arising out of or in connection with the negligent performance of the work, operations or activities provided herein of Consultant, its officers, employees, agents, subcontractors , or invitees, or any individual or City for which Consultant is legally liable (each an “ Indemnitor” and collectively, “ Indemnitors”), or arising from Indemnitors’ reckless or willful misconduct, or arising from Indemnitors’ negligent performance of or failure to perform any term, provision, covenant or condition of this Agreement, and in connection therewith: 1) Consultant will defend any action or actions filed or threatened in connection with any such Claims or Liabilities, or at option of Indemnitee(s) will reimburse and pay for all costs and expenses, including legal costs and attorneys’ fees, incurred by Indemnitee(s) in connection therewith; and, 2) Consultant will promptly pay any judgment rendered against Indemnitee(s) for any such Claims or Liabil ities, and will save and hold Indemnitee(s) harmless therefrom.
(b) Further Provisions. The indemnity obligation herein shall be binding on successors, assigns and heirs of Consultant and shall survive termination of this Agreement.

Consultant shall incorporat e similar indemnity agreements as provided herein with its subcontractors, and if Consultant fails to do so Consultant shall be fully responsible to indemnify City hereunder therefor. Failure of City and/or City Parties (collectively “City” for solely this Section 5.3(b)) to monitor compliance with any of the indemnification provisions herein shall not be a waiver hereof. The indemnification provisions herein do not apply to claims or liabilities occurring as a result of City’s sole negligence or willful mi sconduct, but, to the fullest extent permitted by law, shall apply to claims and liabilities resulting in part from City’s negligence, except that design professionals’ indemnity hereunder shall be limited to claims and liabilities arising out of the negli gence, recklessness or willful misconduct of the design professional. The indemnification provided herein includes Claims or Liabilities arising from any negligent or wrongful act, error or omission, or reckless or willful misconduct of Indemnitors in the performance of professional services hereunder. Payment of invoices by City is not a condition precedent to enforcement of the indemnity obligation herein. In the event of any dispute between Consultant and City, as to whether liability arises from the sol e negligence or willful misconduct of City, Consultant will be obligated to pay for City’s defense until such time as a final judgment has been entered adjudicating City as solely negligent or responsible for willful misconduct. 417

Consultant will not be enti tled in the absence of such a determination to any reimbursement of defense costs including but not limited to attorney’s fees, expert fees and costs of litigation.

4.8 Professional Liability. When the law establishes a professional standard of care for Consultant’s services, to the fullest extent permitted by law, Consultant shall indemnify, defend and hold harmless Indemnitees against, and will hold and save them and each of them harmless from, whether actual or threatened, any and all Claims and Liabilities, consistent with all obligations provided for in this Section

5.3, to the extent same are caused in whole or in part by any negligent or wrongful act, error or omission, or reckless or willful misconduct of Indemnitors in the performance of professional services under this Agreement.

ARTICLE 5. RECORDS, REPORTS AND RELEASE OF INFORMATION

5.1 Records. Consultant shall keep, and require subcontractors to keep, such ledgers, books of accounts, invoices, vouchers, canceled checks, reports, studies or other documents relating to the disbursements charged to City and services performed hereunder (“books and records ”) as shall be necessary to perform the services required by this Agreement and enable City to evaluate the performance of such services. Any and all such books and records shall be maintained in accordance with generally accepted accounting principles, shall be complete and detailed, and shall be readily accessible . City shall have full and free access to such books and records at all times during normal busin ess hours of City, including the right to inspect, copy, audit and make records and transcripts. Such books and records shall be maintained for a period of three (3) years following completion of the services hereunder. City shall have access to such books and records in the event any audit is required. Consultant shall fully cooperate with City in providing access to any and all Consultant records and documents if a public records request is made and disclosure is required by law including but not limited to the California Public Records Act.

5.2 Ownership of Documents. All drawings, specifications, maps, designs, photographs, studies, surveys, data, notes, computer files, reports, records, documents and other materials (“ documents and materials ”) prepared by Consultant, its officers, employees, agents and subcontractors in the performance of this Agreement shall be the property of City and shall be delivered to City upon request of City and/or upon the termination of this Agreement, and Consultant shall have no claim for further employment or additional compensation as a result of the exercise by City of its full rights of ownership , use, reuse, or assignment of the documents and materials hereunder. Consultant may retain copies of such documents and materials for its own use. Consultant shall have the right to use the concepts embodied therein. All subcontractors shall provide for assignment to City of any documents and materials prepared by them, and in the event Consultant fails to secure such assignmen t, Consultant shall indemnify City for all damages resulting therefrom. Moreover, with respect to any Consultant documents and 418

materials that may qualify as “works made for hire” as defined in 17 U.S.C. § 101, such documents and materials are hereby deemed “works made for hire” for City.

5.3 Confidentiality and Release of Information. All information gained or work product produced by Consultant in its performance of this Agreement shall be considered confidential, unless such information is in the public domain or already known to Consultant. Consultant shall not release or disclose any such information or work product to persons or entities other than City without prior written authorization from City. Consultant, its officers, employees, agents or subcontractors, shall not, without prior written authorization from City or unless requested by the City Attorney, voluntarily provide documents, declarations, letters of support, testimony at depositions, response to interrogatories or other information concerning the work performed under this Agreement. Response to a subpoena or court order shall not be considered “voluntary” provided Consultant immediately gives City notice of such court order or subpoena. If Consultant, or any officer, employee, agent or subcontr actor of Consultant, provides any information or work product in violation of this Agreement, then City shall have the right to reimbursement and indemnity from Consultant for any damages, costs and fees, including attorney’s fees, caused by or incurred as a result of Consultant’s conduct. As concerning, r egarding or related to, in any way, this Agreement and the work performed thereunder: a) Consultant shall immediately notify City should Consultant, its officers, employees, agents or subcontractors be served with any summons, complaint, subpoena, notice of deposition, request for documents, interrogatories, request for admiss ions or other discovery request, court order or subpoena from any party ; b) City retains the right, but has no obligation, to represent Consultant or be present at any deposition, hearing or similar proceeding; and, c) Consultant agrees to cooperate fully with City and to provide City with the opportunity to review any response to discovery requests provided by Consultant , however, this right to review any such response does not imply or mean the right by City to control, direct, or rewrite said response.

ARTICLE 6. ENFORCEMENT OF AGREEMENT AND TERMINATION

6.1 California Law. 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 Riverside, State of California, or any other appropriate court in such county, and Consultant 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 Riverside, State of California.

6.2 Suspension, or Termination, Prior to Expiration of Term. This Section sha ll govern any termination of this Agreement except as specifically provided in Section

7.4 for termination for cause. City reserves the right to terminate or suspend this Agreement, or any portion hereof, at any time, for any reason, with or without cause, upon notice to Consultant. Upon receipt of any notice of termination or 419

suspension, Consultant shall immediately cease all services hereunder , unless the notice provides otherwise, or except such as specifically approved by City. Upon submittal of an invoice consistent with Section 2. 2, Consultant shall be entitled to compensation for all services rendered prior to the effective date of the notice of termination or suspension and for any services authorized by City thereafter in accordance with the S chedule of Compensation, or such a s may be approved by City, except as provided in Section 7.5. In event of termination , or suspension, without cause pursuant to this Section, there is no need to provide opportunity to cure pursuant to Section 7.3.

6.3 Default of Consultant and Opportunity to Cure . In the event that Consultant is in default under the terms of this Agreement, City shall not have any obligation or duty to continue compensating Consultant for any work performed after the date of default. Instead, City may give notice to Consultant of the default and the reasons for the default. The notice shall include the timeframe in which Consultant may cure the default. This timeframe is presumptively t en (10) days, but may be extended, or reduced, if circumstances warrant, as determined by City. During the period of time that Consultant is in default, City shall hold all invoices and shall, when the default is cured, proceed with payment on the invoices , without liability for interest. In the alternative, City may, in its sole discretion, elect to pay some or all of the outstanding invoices during the period of default. If Consultant does not cure the default by conclusion of noticed timeframe , City may immediately both terminate this Agreement with notice to Consultant as well as pursue the remedy in Section 7.4, without prejudice to any other rem edy to which City may be entitled at law, in equity or under this Agreement . Any failure on the part of City to give notice of Consultant’s default shall n ot be deemed to result in a waiver of City’s legal rights or any rights arising out of any provision of this Agreement.

6.4 [Intentionally Ommitted]

6.5 [Intentionally Ommited]

6.6 Waiver. Waiver by any Party to this Agreement of any term, condition, or covenant of this Agreement shall not constitute a waiver of any other term, condition, or covenant. Waiver by any Party of any breach of the provisions of this Agreement shall not constitute a waiver of any other provision or a waiver of any subsequent breach or violation of any provision of this Agreement. Acceptance by City of any work or services by Consultant shall not constitute a waiver of any of the provisions of this Agreement. No delay or omission in the exercise of any right or remedy by a non -defaulting Party on any default shall impair such right or remedy or be construed as a waiver. Any waiver by either Party of any default must be in writing and shall not be a waiver of any other default concerning the same or any other provision of this Agreement. Consultant acknowledges and agrees that any actual or alleged failure on the part of City to inform Consultant of non -compliance with any requirement of this Agreement imposes no additional obligations on City nor does it waive any rights hereunder. Payment to Consultant for work performed 420

pursuant to this Agreement shall not be deemed to waive any defects in work performed by Consultant.

6.7 Rights and Remedies are Cumulative. Except with respect to rights and remedies expressly declared to be exclusive in this Agreement, the rights and remedies of the Parties are cumulative and the exercise by either Party of one or more of such rights or remedies shall not preclude the exercise by it, at the same or different times, of any other rights or remedies for t he same default or any other default by the other Party.

6.8 Legal Action. In addition to any other rights or remedies, either Party may take legal action, in law or in equity, to cure, correct or remedy any default, to recover damages for any default, to compel specific performance of this Agreement, to obtain declaratory or injunctive relief, or to obtain any other remedy consistent with the purposes of this Agreement. Notwithstanding any contrary provision herein, Consultant shall file a statutory claim pursuant to Government Code sections 905 et seq. and 910 et seq., in order to pursue a legal action under this Agreement.

6.9 Attorneys’ Fees. If either Party to this Agreement is required to initiate or defend or made a party to any action or proceeding in a ny way connected with this Agreement, the prevailing party in such action or proceeding, in addition to any other relief which may be granted, whether legal or equitable, shall be entitled to reasonable attorneys ’ fees. Attorneys’ fees shall include attorn eys’ fees on any appeal, and a Party entitled to attorneys’ fees shall be entitled to all other reasonable costs for investigating such action, consultants’ fees, taking depositions and discovery and all other necessary costs the court allows which are incurred in such litigation. Such fees and costs shall be enforceable whether or not such action is prosecuted to judgment.

ARTICLE 7. INDIVIDUAL LIABILITY, CONFLICTS AND NON-DISCRIMINATION

7.1 Non-liability of City Officers and Employees. No officer or employee of City shall be personally liable to Consultant, or any successor in interest, in the event of any default or breach by City or for any amount which may become due to Consultant or to its successor, or for breach of any obligation of the terms of this Agreement.

7.2 Conflict of Interest. Consultant covenants that neither it, nor any officer or principal of its firm, has or shall acquire any interest, directly or indirectly, which would conflict in any manner with the interests of City or which would in any way hinder Consultant’s performance of services under this Agreement. Consultant further covenants that in the performance of this Agreement, no person having any such interest shall be employed by it as an officer, employee, agent or subcontractor without the express written consent of City. Consultant agrees to at all times avoid conflicts of interest or the appearance of any conflicts of interest with the interests of City in the performance of this Agreement. City, in its sole discretion, shall determine the existence of a conflict of interest and may terminate this Agreement in the event such a conflict of interest exists upon sending Consultant written notice 421

describing the conflict. No officer or employee of City shall have any financial interest, direct or indirect, in this Agreement nor shall any such officer or employee participate in any decision relating to this Agreement which affects their financial interest or the financial interest of any corporation, partnership or association in which they are, directly or indirectly, interested, in violation of any State statute or regulation. Consultant warrants that it has not paid or given and will not pay or give any third party any money or other consideration for obtaining this Agreement.

7.3 Covenant Against Discrimination. Consultant covenants that, by and for itself, its heirs, executors, assigns, and all persons claiming under or through them, that there shall be no discrimination against or segregation of, any person or group of persons on account of race, color, creed, religion, sex, gender, sexual orientation, marital status, national origin, ancestry or other protected class in the performance of this Agreement. Consultant shall take affirmative action to insure that applicants are employed and that employees are treated during employment without regard to their race, color, creed, religion, sex, gender, sexual orientation, marital status, national origin, ancestry or other protected class.

ARTICLE 8. MISCELLANEOUS PROVISIONS

8.1 Notices. Any notice or other communication either Party desires or is required to give to the other Party or any other person in regards to this Agreement must be in writing and may be given either by (i) personal service, (ii) delivery by a reputable document delivery service, such as but n ot limited to, Federal Express, which provides a receipt showing date and time of delivery, or (iii) mailing in the United States Mail, certified mail, postage prepaid, return receipt requested, in the case of City addressed to City Clerk at City of Murrieta, 1 Town Square, Murrieta California 92562, and in the case of Consultant, to the person(s) at the address designated on the cover page of this Agreement. Either Party may change its address by notifying the other Party of the change of address in writing. Notice shall be deemed communicated at the time personally delivered or in seventy -two (72) hours from the time of mailing if mailed as provided in this Section.

8.2 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 , headings used, or any other rule of construction which might otherwise apply.

8.3 Counterparts. This Agreement may be executed in counterparts, each of which shall be deemed an original, and such counterparts shall constitute one and the same instrument.

8.4 Integration; Amendment. This Agreement including the attachments hereto is the entire, complete and exclusive expression of the understanding of the Parties as to the Agreement . It is understood that there are no oral agreements between the Parties hereto affecting this Agreement, and this Agreement supersedes and cancels any and all prior and contemporaneous negotiations, arrangements, agreements and understandings, if any, between the Parties, concerning this Agreement, and none 422

shall be used to interpret this Agreement. No amendment to or modification of this Agreement shall be valid unless made in writing and approved by Consultant and by City.

8.5 Severability. Should a portion of this Agreement be declared invalid or unenforceable by a judgment or decree of a court of competent jurisdiction, such invalidity or unenforceability shall not affect any of the remaining portions of this Agreement which are hereby declared as severable and shall be interpreted to carry out the intent of the Parties unless the invalid provision is so material that its invalidity deprives either Party of the basic benefit of their bargain or renders this Agreement meaningless.

8.6 No Undue Influence. Consultant declares and warrants that no undue influence or pressure was used against or in concert with any officer or employee of City in connection with the award, terms or implementation of this Agreement, includin g any method of coercion, confidential financial arrangement, or financial inducement. No officer or employee of City has or will receive compensation, directly or indirectly, from Consultant, or from any officer, employee or agent of Consultant, in connec tion with the award of this Agreement or any work to be conducted as a result of this Agreement. Violation of this Section shall be a material breach of this Agreement entitling City to remedies in Section 7.4 and any and all remedies at law or equity.

8.7 Corporate Authority. The persons executing this Agreement on behalf of the Parties hereto warrant that (i) such Party is duly organized and existing, (ii) they are duly authorized to execute and deliver this Agre ement on behalf of said Party, (iii) by so executing this Agreement, such Party is formally bound to the provisions of this Agreement, and (iv) entering into this Agreement does not violate any provision of any other agreement to which said Party is bound. This Agreement shall be binding upon the heirs, executors, administrators, successors and assigns of the Parties.

8.8 Federal Funding. If federal funding is being utilized to fund any part of the Project, as indicated on the Cover Page of this Agreement, the terms of Exhibit F are hereby incorporated herein by this reference. If no federal funding is being utilized, Exhibit F may be omitted.

[SIGNATURES ON FOLLOWING PAGE]
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01375.0004/912703.1 -12-

IN WITNESS WHEREOF, the Parties hereto have executed this Agreement on the date and year first-above written.

CITY:

CITY OF MURRIETA, a California municipal
corporation

Kim Summers, City Manager
ATTEST:

Cristal McDonald, City Clerk
APPROVED AS TO FORM:

ALESHIRE & WYNDER, LLP

Tiffany Israel, City Attorney

CONSULTANT:

Two corporate officer signatures required when Consultant is a corporation, with one signature required from each of the following groups: 1) Chair person of the Board,
President or any Vice President; and 2) Secre tary, any Assistant Secretary, Chief Financial Officer or any
Assistant Treasurer. (Cal. Corp. Code § 313.) Appropriate attestations shall be included as may be required by the bylaws, articles of incorporation or other rules or
regulations applicable to Consultant’s business City.

Leibert Cassidy Whitmore, a California Corporation
By:

Name:

Title:

By:

Name:

Title:
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EXHIBIT "A"

SPECIAL REQUIREMENTS – Not Applicable
(Superseding Contract Boilerplate)
425

01375.0004/912703.1 145610

EXHIBIT “B”

SCHEDULE OF COMPENSATION
I. City will compensate Consultant for the Services performed upon submission of a valid invoice. Each invoice is to include
A. Line items for all personnel describing the work performed, the number of hours worked, and the hourly rate.

B. Line items for all materials and equipment properly charged to the Services.

C. Line items for all other approved reimbursable expenses claimed, with supporting documentation.

D. Line items for all approved subcontractor labor, supplies, equipment, materials, and travel properly charged to the Services.

II. The total compensation for all Services shall not exceed the Contract Sum as provided in the Cover Page of this Agreement.

III. Consultant’s billing rates for Services are attached as Exhibit B-1.

426

LIEBERT CASSIDY WHITMORE

FEE SCHEDULE
Partners $405.00
Senior Counsel $340.00
Associates $230.00 - $315.00
Labor Relations/Human Resources Consultant $260.00
Paralegals $140.00
E-Discovery Specialists $140.00
Law Clerks $140.00 - $180.00
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01375.0004/912703.1

EXHIBIT C

INSURANCE REQUIREMENTS

Consultant shall procure and maintain for the duration of the contract insurance against claims for injuries to persons or damages to property which may arise from or in connection with the performance of the work hereunder by the Consultant, its agents, representatives, or employees.

MINIMUM SCOPE AND LIMIT OF INSURANCE
Coverage shall be at least as broad as:

1. Commercial General Liability (CGL): Insurance Services Office Form CG 00 01 covering CGL on an “occurrence” basis, including products and completed operations, property damage, bodily injury and personal & advertising injury with limits no less than $2,000,000 per occurrence. If a general aggregate limit applies, either the general aggregate limit shall apply separately to this project/location (ISO CG 25 03 or 25 04) or the general aggregate limit shall be twice the required occurrence limit.

2. Automobile Liability: Insurance Services Office Form Number CA 0001 covering, Code 1 (any auto), or if Consultant has no owned autos, Code 8 (hired) and 9 (non- owned), with limit no less than $1,000,000 per accident for bodily injury and property damage.

3. Workers’ Compensation insurance as required by the State of California, with Statutory Limits, and Employer’s Liability Insurance with limit of no less than $1,000,000 per accident for bodily injury or disease. (Not required if consultant provides written verification it has no employees)

4. Professional Liability (Errors and Omissions) Insurance appropriates to the Consultant’s profession, with limit no less than $2,000,000 per occurrence or claim, $2,000,000 aggregate.

5. Cyber: Vendor/Consultant shall procure and maintain for the duration of the contract insurance against claims for security breaches, system failures, injuries to persons, damages to software, or damages to property (including computer equipment) which may arise from or in connection with the performance of the work hereunder by the Vendor, its agents, representatives, or employees. Vendor shall procure and maintain for the duration of the contract insurance claims arising out of their services and including, but not limited to loss, damage, theft or other misuse of data, infringement of intellectual property, invasion of privacy and breach of data.

Cyber Liability Insurance, with limits not less than $2,000,000 per occurrence or claim, $2,000,000 aggregate. Coverage shall be sufficiently broad to respond to the duties and obligations as is undertaken by Vendor in this agreement and shall include, but not be limited to, claims involving security breach, system failure, data recovery, business interruption, cyber extortion, social engineering, infringement of intellectual property, including but not 428

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limited to infringement of copyright, trademark, trade dress, invasion of privacy violations, information theft, damage to or destruction of electronic information, release of private information, and alteration of electronic information. The policy shall provide coverage for breach response costs, regulatory fines and penalties as well as credit monitoring expenses.

If the Consultant maintains broader coverage and/or higher limits than the minimums shown above, the City requires and shall be entitled to the broader coverage and/or the higher limits maintained by the consultant. Any available insurance proceeds in excess of the specified minimum limits of insurance and coverage shall be available to the City.

Other Insurance Provisions
The insurance policies are to contain, or be endorsed to contain, the following provisions:

Additional Insured Status
The City, its officers, officials, employees, and volunteers are to be covered as additional insureds on the CGL policy with respect to liability arising out of work or operations performed by or on behalf of the Consultant including materials, parts, or equipment furnished in connection with such work or operations. General liability coverage can be provided in the form of an endorsement to the Consultant's insurance (at least as broad as ISO Form CG 20 10 11 85 or if not available, through the addition of both CG 20 10, CG 20 26, CG 20 33, or CG 20 38; and CG 20 37 if a later edition is used).

Primary Coverage
For any claims related to this contract, the Consultant’s insurance coverage shall be primary and non-contributory and at least as broad as ISO CG 20 01 04 13 as respects the City, its officers, officials, employees, and volunteers. Any insurance or self-insurance maintained by the City, its officers, officials, employees, or volunteers shall be excess of the Consultant’s insurance and shall not contribute with it. This requirement shall also apply to any Excess or Umbrella liability policies.

Umbrella or Excess Policy
The Consultant may use Umbrella or Excess Policies to provide the liability limits as required in this agreement. This form of insurance will be acceptable provided that all of the Primary and Umbrella or Excess Policies shall provide all of the insurance coverages herein required, including, but not limited to, primary and non-contributory, additional insured, Self-Insured Retentions (SIRs), indemnity, and defense requirements. The Umbrella or Excess policies shall be provided on a true “following form” or broader coverage basis, with coverage at least as broad as provided on the underlying Commercial General Liability insurance. No insurance policies maintained by the Additional Insureds, whether primary or excess, and which also apply to a loss covered hereunder, shall be called upon to contribute to a loss until the Consultant’s primary and excess liability policies are exhausted.

Notice of Cancellation
Each insurance policy required above shall provide that coverage shall not be canceled, except with notice to the City.

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01375.0004/912703.1
Waiver of Subrogation
Consultant hereby grants to City a waiver of any right to subrogation which any insurer of said Consultant may acquire against the City by virtue of the payment of any loss under such insurance.

Consultant agrees to obtain any endorsement that may be neces sary to affect this waiver of subrogation, but this provision applies regardless of whether or not the City has received a waiver of subrogation endorsement from the insurer.

Self-Insured Retentions
Self-insured retentions must be declared to and approved by the City. The City may require the Consultant to purchase coverage with a lower retention or provide proof of ability to pay losses and related investigations, claim administration, and defense expenses within the retention. The policy language shall p rovide, or be endorsed to provide, that the self -insured retention may be satisfied by either the named insured or City. The CGL and any policies, including Excess liability policies, may not be subject to a self -insured retention (SIR) or deductible that exceeds $25,000 [fill in the amount for your comfort level for the specific Consultant and job – it could be much higher, or in the case of a very s mall Consultant, you might want it lower] unless approved in writing by City. Any and all deductibles and SIRs shall be the sole responsibility of Consultant or subcontractor who procured such insurance and shall not apply to the Indemnified Additional Insured Parties. City may deduct from any amounts otherwise due Consultant to fund the SIR/deductible. Policies shall NOT contain any self -insured retention (SIR) provision that limits the satisfaction of the SIR to the Named. The policy must also provide that Defense costs, including the Allocated Loss Adjustment Expenses, will satisfy the SIR or deductible. City reserves the right to obtain a copy of any policies and endorsements for verification.Acceptability of Insurers Insurance is to be placed with insurers authorized to conduct business in the state with a current A.M. Best’s rating of no less than A:VII, unless otherwise acceptable to the City.

Claims Made Policies (note – should be applicable only to professional liability, see below) If any of the required policies provide claims-made coverage:

1. The Retroactive Date must be shown, and must be before the date of the contract or the beginning of contract work.

2. Insurance must be maintained and evidence of insurance must be provided for at least five (5) years after completion of the contract of work.

3. If coverage is canceled or non-renewed, and not replaced with another claims-made policy form with a Retroactive Date prior to the contract effective date, the Consultant must purchase “extended reporting” coverage for a minimum of five (5) years after completion of work.

Verification of Coverage
Consultant shall furnish the City with original certificates and amendatory endorsements or copies of the applicable policy language effecting coverage required by this clause and a copy of the Declarations and Endorsements Pages of the CGL and any Excess policies listing all policy endorsements. All certificates and endorsements and copies of the Declarations & 430

01375.0004/912703.1
Endorsements pages are to be received and approved by the City before work commences.

However, failure to obtain the required documents prior to the work beginning shall not waive the Consultant’s obligation to provide them. The City reserves the right to require complete, certified copies of all required insurance policies, including endorsements required by these specifications, at any time. City reserves the right to modify these requirements, including limits, based on the nature of the risk, prior experience, insurer, coverage, or other special circumstances.

Subcontractors
Consultant shall require and verify that all subcontractors maintain insurance meeting all the requirements stated herein, and Contractor shall ensure that City is an additional insured on insurance required from subcontractors.

Duration of Coverage
CGL & Excess liability policies for any construction related work, including, but not limited to, maintenance, service, or repair work, shall continue coverage for a minimum of 5 years for Completed Operations liability coverage. Such Insurance must be maintained, and evidence of insurance must be provided for at least five (5) years after completion of the contract of work.

Special Risks or Circumstances
City reserves the right to modify these requirements, including limits, based on the nature of the risk, prior experience, insurer, coverage, or other special circumstances. 431

CITY OF MURRIETA
City Council Meeting Agenda
Report
9/5/2023
Agenda Item No. 8.

TO: HONORABLE MAYOR AND MEMBERS OF THE CITY COUNCIL
FROM: Kim Summers, City Manager
PREPARED BY: Isaac Bravo, Management Analyst
SUBJECT: Award for On-Call Professional Real Estate Services

RECOMMENDATION
1) Award a two-year agreement to Kosmont Real Estate Services dba Kosmont Realty, for on- call professional real estate services in an amount not to exceed $150,000; 2) Authorize the City Manager to execute the agreement with the option to extend for up to three additional one-year terms; and
3) Amend the FY 2023/24 and FY 2024/25 Operating Budget by $150,000 and appropriate funding from the General Fund unassigned fund balance.

PRIOR ACTION/VOTE
None.

CITY COUNCIL GOAL
Plan, program and create infrastructure development.

BACKGROUND
The City of Murrieta (City) owns several parcels and facilities throughout the City. There are several proposed projects that will need real estate transaction services, including the dispensation of City parcels for commercial development, City Hall expansion, and acquisition of Fire Station No. 6. Presently, no staff or department can provide licensed commercial real estate services. A consultant is needed to assist City staff with a range of real estate transaction services, including property acquisition, dispensation, and appraisal of properties.

On July 14, 2023, the City released a request for proposals (RFP) soliciting proposals for On-Call Real Estate Professional Services. The City received three proposals, and the companies which submitted proposals are listed in alphabetical order below:

CBRE, Inc.

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Agenda Item No. 8.

Interwest Consultant Group, Inc.

Kosmont Realty
The proposals were assessed by an evaluation committee consisting of the Economic Development Director, Business Development Manager, and Management Analyst from the City Manager’sOffice. Evaluations were based on the following criteria:
· Firm/Team Experience (50%)
· Relevant Project Experience (20%)
· Understanding of Project Needs (15%)
· References (15%)
The evaluation committee ranked the proposals as follows:

1. Kosmont Realty

2. CBRE, Inc.

3. Interwest Consulting Group, Inc.

Based on the evaluation and rankings, Kosmont Realty was the highest-rated firm and the most qualified.

FISCAL IMPACT
The total cost of this contract will be based on the work requested by the City. Staff requests that funding be appropriated from the General Fund unassigned fund balance to account 1101400-60480 in the amount of $150,000 for FY 2023/24 and FY 2024/25.

ATTACHMENTS
1) Agreement with Kosmont Realty
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Consultant Agreement
01375.0001/914255.1 Murrieta Form 04/10

AGREEMENT BETWEEN THE CITY OF MURRIETA
AND

KOSMONT REAL ESTATE SERVICES DBA KOSMONT REALTY

This Agreement (“Agreement”), made this fifth day of September, 2023, by and between the CITY OF MURRIETA, a Municipal Corporation, duly organized and existing under and by virtue of the laws of the State of California ("CITY"), and Kosmont Real Estate Services dba Kosmont Realty, a California corporation ("CONSULTANT") with reference to the following facts which are acknowledged by each party as true and correct:

RECITALS

A. CITY is a general law city, formed and existing pursuant to the provisions of the California Government Code.

B. CITY is authorized to enter into consultant agreements unde r the provisions of California Government Code section 53060.

C. CITY desires or is in need of professional real estate consulting services.

D. CONSULTANT has special knowledge, experience and facilities for accomplishing the above services.

E. CITY now desires to retain CONSULTANT to accomplish the above services, and CONSULTANT is willing to be so retained pursuant to the terms and conditions of this Agreement.

AGREEMENT

NOW, THEREFORE, it is agreed by and between the parties as follows:

OPERATIVE PROVISIONS

1. RESPONSIBILITIES OF CONSULTANT

1.1 CONSULTANT shall undertake to carry on the scope of services as listed in the attached Scope of Services (refer to Exhibit “A”), which is attached to and made a part of this Agreement. To the extent the provisions of Exhibit “A” are ambiguous in relation to the provisions of this Agreement, inconsistent with the provisions of this Agreement, or expand upon the provisions of this Agreement, the provisions of this Agreement shall take precedence and the provisions of Exhibit “A” shall not apply . These duties may be adjusted from time to time as agreed upon in writing by CONSULTANT and CITY. Any additional services authorized by CITY shall be subject to all terms and conditions of this Agreement, except as modified in writing in accordance with Section 24.

1.2 Representations. CONSULTANT will perform the services set out in this Agreement, as contemplated herein, in an efficient, timely, and professional manner, and in accordance with generally accepted standards for performing similar services. It is understood that CITY, in entering into this Agreement, is relying on CONSULTANT’s representations for quality and professional work performed in a timely manner, and CONSULTANT shall perform in accordance with those representations and standards.

DocuSign Envelope ID: BF1189A3-8A23-4BB7-BB52-1881EC34AA5E 4341033
01375.0001/914255.1 2

1.3 Monthly Written Reports. The Project Manager of CONSULTANT shall prepare and submit to the designated CITY representative a monthly written report specifying the activities of CONSULTANT pursuant to this Agreement. CONSULTANT shall prepare the monthly written report in a format acceptable to the CITY. CONSULTANT shall submit the monthly written report to the CITY by the second Friday of each month.

2. ADMINISTRATION OF AGREEMENT

2.1 CITY appoints its City Manager, or his designee, to administer CITY’s rights under this Agreement, and to review the work performed by CONSULTANT pursuant to the scope of services.

2.2 CONSULTANT shall keep the C ity Manager, CITY’s representative, or his designee or designees, fully informed as to the progress of the work and shall submit to CITY such oral and written reports as CITY may specify.

2.3 This Agreement shall be administered on behalf of the parties hereto, and a ny notice desired or required to be sent to a party hereunder shall be addressed, as follows:

For CITY: Economic Development Director
Address: City of Murrieta
One Town Square
24601 Jefferson Avenue
Murrieta, CA 92562
Phone: (951) 461-6010
Facsimile: (951) 461-6430

For CONSULTANT: Brian Moncrief, Project Manager
Kosmont Realty
CONSULTANT: 1601 N. Sepulveda Blvd., #382
Address: Manhattan Beach, CA 90266

Phone: (424) 297-1076
Facsimile: (424) 286-4632
E-mail: [email protected]

3. TERM

3.1 The term of this Agreement shall be from September 5, 2023 until September 30, 2025, with the option to extend annually, upon written agreement by both parties, for up to three (3) additional one-year terms.

3.2 Time is of the essence for this Agreement and each provision of this Agreement, unless otherwise specified in this Agreement.

4. PAYMENT TO CONSULTANT

4.1 Consideration. In consideration of the services to be performed by CONSULTANT for the C ITY as set forth in Section 1, the C ITY agrees to pay CONSULTANT on a time and materials basis for services provided with a not to exceed Contract Sum of One Hundred Fifty Thousand Dollars ($150,000) billed as services are rendered based on rates set forth on Exhibit DocuSign Envelope ID: BF1189A3-8A23-4BB7-BB52-1881EC34AA5E 4351034
01375.0001/914255.1 3
A – Scope of Services. City and Consultant further agree that services are for on-call as needed services and no promise or guarantee of work or payment of the full amount of this agreement is assured as part of execution of this agreement.

4.2 Additional Services . If CITY desires any additional services (“Additional Services”), CONSULTANT may, upon written request by the CITY, furnish a proposal including an itemized statement of the estimated cost of the Additional Services thereof, and the CITY may modify or alter the proposal, or may reject the proposal in its entirety, at its sole discretion, or may direct the submission of a new proposal which may be accepted, altered or rejected. Upon the written approval of any Additional Services including costs by CONSULTANT and C ITY, CONSULTANT shall perform the Additional Services and CITY will pay to CONSULTANT the cost of the Additional Services as agreed in writing. All money due for Additional Services shall be supported by a detailed statement of CONSULTANT showing the basis of sai d claims, and certified by proper officers of CONSULTANT.

4.3 Payments. Payment of CONSULTANT’s fee shall be made in accordance with CITY’s normal schedule for issuance of checks. CONSULTANT agrees and acknowledges that it is CONSULTANT’s sole responsibility to report as income all compensation received from CITY, and to make the requisite tax filings and payments to the appropriate federal, state and local tax authorities.

5. STATUS OF CONSULTANT

5.1 Independent Contractor. It is understood and agreed that CITY is interested only in the results obtained from service hereunder and that CONSULTANT shall perform as an independent contractor with sole control of the manner and means of performing the services required under this Agreement. CONSULTANT shall complete this Agreement according to its own methods of work which shall be in the exclusive charge and control of CONSULTANT and which shall not be subject to control or supervision by the CITY, except as to the results of the work. CONSULTANT is, for all purposes arising out of this Agreement, an independent contractor, and neither CONSULTANT, nor its employees, agents and representatives shall be deemed an employee of the CITY for any purpose.

5.2 Employee Benefits . CONSULTANT shall be responsible for all salaries, payments, insurance and benefits for all of its officers, agents, representatives and employees in performing services pursuant to this Agreement. It is expressly understood and agreed that CONSULTANT and its employees, a gents, and representatives shall in no event be entitled to any CITY benefits to which CITY employees are entitled, including, but not limited to , overtime, retirement benefits, insurance, vacation, worker's compensation, sick or injury leave or other benefits.

5.3 Workers' Compensation Insurance. Consultant shall procure and maintain Worker’s Compensation insurance as required by the State of California and Employer's Liability Insurance. If the Consultant has no employees while performing under this Agreement, worker's compensation insurance is not required, but Consultant shall execute a declaration that it has no employees.

5.4 Prevailing Wages. Pursuant to the provisions of section 1773 of the Labor Code DocuSign Envelope ID: BF1189A3-8A23-4BB7-BB52-1881EC34AA5E 4361035
01375.0001/914255.1 4
of the State of California, the City Council has obtained the general prevailing rate of per diem wages and the general rate for holiday and overtime work in this locality for each craft, classification, or type of workman needed to execute this Agreement, from the Director of the Department of Industrial Relations. These rates are on file with the City Clerk. Copies may be obtained at cost at the City Clerk's office. CONSULTANT shall post a copy of such rates at their office and shall pay the adopted prevailing wage rates as a minimum. If applicable, CONSULTANT shall comply with the provisions of sections 1773.8, 1775, 1776, 1777.5, 1777.6, and 1813 of the Labor Code and any other applicable laws.

Pursuant to the provisions of section 1775 of the Labor Code, CONSULTANT shall forfeit to CITY, as a penalty, the sum of fifty dollars ($50.00) for each calendar day, or portion thereof, for each laborer, worker, or mechanic employed, paid less than the stipulated prevailing rates for any work done under this Agreement, by him or by any sub -consultant under him, in violation of the provisions of this Agreement.

6. INSURANCE

CONSULTANT shall not begin the services under this Agreement until it has: (a) obtained, and upon the CITY's request, provided to the CITY, insurance certificates reflecting evidence of all insurance, including a copy of the Declarations and Endorsement Page as required in this Section 6; however, C ITY reserves the right to request, and CONSULTANT shall submit , complete copies of any policy upon reasonable request by CITY; (b) obtained CITY approval of each company or companies as required by Section 6; and (c) confirmed that all policies contain the specific provisions required in Section 6.

6.1 Types of Insurance. At all times during the term of this Agreement, CONSULTANT shall maintain insurance coverage as follows:

6.1.1 Commercial General Liability . Commercial General Liability (CGL) Insurance written on an occurrence basis to protect CONSULTANT and CITY against liability or claims of liability wh ich may arise out of this Agreement in the amount of Two Million Dollars ($2,000,000) per occurrence and subject to an annual aggregate of Four Million Dollars ($4,000,000). There shall be no endorsement or modification of the CGL limiting the scope of coverage for either insured vs. insured claims or contractual liability. General liability coverage can be provided in the form of an endorsement to the Consultant’s insurance (at least as broad as ISO Form CG 20 10 11 85 or both CG 20 10, CG 20 26, CG 20 33, or CG 20 38; and CG 20 37).

6.1.2 Workers' Compensation. For all of CONSULTANT’s employees who are subject to this Agreement and to the extent required by applicable state or federal law, CONSULTANT shall keep in full force and effect a Workers' Compensation policy. That policy shall provide employers' liability coverage as required by applicable state and/or federal Workers’ Compensation laws, and CONSULTANT shall provide an endorsement that the insurer waives the right of subrogation against the CITY and its respective elected officials, officers, employees, agents and representatives. In the event a claim under the provisions of the California Workers' Compensation Act is filed against CITY by a bona fide employee of CONSULTANT participating under this Agreement, CONSULTANT agrees to defend and indemnify the CITY from such claim.

6.1.3 Professional Liability . For all of CONSULTANT’s employees who are subject to this Agreement, CONSULTANT shall keep in full force and effect Professional DocuSign Envelope ID: BF1189A3-8A23-4BB7-BB52-1881EC34AA5E 4371036
01375.0001/914255.1 5
Liability coverage for professional liability with a limit of Two Million Dollars ($2,000,000) per claim and Two Million Dollars ($2,000,000) annual aggregate. CONSULTANT shall ensure both that: (1) the policy retroactive date is on or before the date of commencement of services under this Agreement; and (2) the policy will be maintained in force for a period of four years after termination of this Agreement or substantial completion of services under this Agreement, whichever occurs last. CONSULTANT agrees that for the time period defined above, there will be no changes or endorsements to the policy that increase the CITY's exposure to loss.

6.1.4 Automobile Liability : Insurance Services Office Form Number CA 0001 covering, Code 1 (any auto), or if Consultant has no owned autos, Code 8 (hired) and 9 (non-owned), with limit no less than $1,000,000 per accident for bodily injury and property damage.

6.2 Insurer Requir ements. All insurance required by express provision of this Agreement shall be carried only by responsible insurance companies that are rated “A-” and “V” or better by the A.M. Best Key Rating Guide, and are licensed to do business in the State of California. CITY will accept insurance provided by non-admitted “surplus lines” carriers only if the carrier is authorized to do business in the State of California.

6.3 Deductibles. All deductibles on any policy shall be the responsibility of CONSULTANT and shall be disclosed to CITY at the time the evidence of insurance is provided.

6.4 Specific Provisions Required . Each policy required under this Section 6 shall expressly provide, and an endorsement shall be submitted to CITY, that : (a) the policies are primary and non -contributory to any insurance that may be carried by CITY; and ( b) CITY is entitled to thirty (30) days ’ prior written notice (10 days for cancellation due to non -payment of premium) of cancellation, material reduction, or non-renewal of the policy or policies. Additionally, the CGL policy shall expressly provide, and an endorsement shall be submitted to CITY, that the City of Murrieta and its respective officers and employees are additional insureds under the policy.

6.6 Special Risks or Circumstances : CITY reserves the right to modify these requirements, including limits, based on the nature of the risk, prior experience, insurer, coverage, or other special circumstances.

7. AUDIT AND INSPECTION OF RECORDS

At any time during CONSULTANT’s normal business hours and as often as CITY may deem necessary, and upon reasonable notice, CONSULTANT shall make available to CITY , or any of its duly authorized representatives, for examination, audit, excerpt, copying or transcribing, all data, records, investigation reports and all other materials respecting matters covered by this Agreement. CONSULTANT will permit CITY to audit and to make audits of all invoices, materials, payrolls, records of personnel and other data r elated to all matters covered by this Agreement.

All material referenced in this Section, including all pertinent cost accounting, financial records, and proprietary data, must be kept and maintained by CONSULTANT for a period of at least four (4) years, or for the period required by law, whichever is greater, after completion of CONSULTANT’s performance hereunder, unless CITY’s written permission is given to dispose of DocuSign Envelope ID: BF1189A3-8A23-4BB7-BB52-1881EC34AA5E 4381037
01375.0001/914255.1 6
same prior to that time.

8. CONFIDENTIALITY AND USE OF INFORMATION

8.1 Except as otherwise provided by law, all reports, communications, documents and information obtained or prepared by CONSULTANT respecting matters covered by this Agreement shall not be published without prior written consent of City Manager or his designees, nor shall CONSULTANT issue any news releases or publish information relating to its services hereunder without the prior written consent of the C ity Manager. CONSULTANT shall hold in trust for the CITY, and shall not disclose to any person, any confidential information. Confidential information is information which is related to the CITY's research, development, trade secrets and business affairs, but does not include information which is generally known or easily ascertainable by nonparties through available public documentation.

8.2 CONSULTANT shall advise CITY of any and all materials used, or recommended for use, by CONSULTANT to achieve the project goals that are subject to any copyright restrictions or requirements. In the event CONSULTANT shall fail to so advise CITY and, as a result of the use of any programs or materials developed by CONSULTANT under this Agreement, CITY should be found in violation of any copyright restrictions or requirements, CONSULTANT agrees to indemnify and hold harmless CITY against any action or claim brought by the copyright holder.

8.3 Ownership of Records. All records created by the CONSULTANT shall become the property of the CITY and shall be subject to state law and CITY policies governing privacy and access to files. The CITY shall have access to and the right to examine all books, documents, papers and records of the CONSULTANT involving transactions and work related to this Agreement. The CONSULTANT shall retain all copies of records for a period of four (4) years from the date of final payment.

9. NOTICE

All notices or demands to be given under this Agreement by either party to the other shall be in writing and given either by: (a) personal service, (b) by U.S. Mail, mailed either by certified mail, return receipt requested, with postage prepaid and addressed to the party to whom the notice is directed, or (c) via facsimile transmission (with proof of confirmation by sender). Service shall be considered given when received if personally served or, if mailed, two days after deposit in the United States Mail by certified mail, return receipt requested. The address to which notices or demands may be given by either party may be changed by written notice given in accordance with the notice provisions of this section. At the date of this Agreement, the addresses of the parties are as set forth in Section 2 above.

10. TERMINATION FOR CAUSE

10.1 CITY may terminate this Agreement upon giving of written notice of intention to terminate for cause. Cause shall include: (a) a material violation of any of the covenants, agreements, or stipulations of this Agreement by CONSULTANT, (b) CONSULTANT, through any cause, failing to fulfill in a timely and proper manner its obligations under this Agreement, (c) any act by CONSULTANT exposing CITY to liability to others for personal injury or property damage, or (d) if CONSULTANT is adjudged bankrupt, CONSULTANT makes a general assignment for the benefit of creditors, or a receiver is appointed on account of CONSULTANT’s insolvency.

Written notice by CITY of termination for cause shall contain the reasons for such intention to DocuSign Envelope ID: BF1189A3-8A23-4BB7-BB52-1881EC34AA5E 4391038
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terminate and shall specify the effective date thereof. Unless prior to the effective date of the termination for cause the condition or violation shall ceas e, or satisfactory arrangements for the correction thereof be made, this Agreement shall cease and terminate on the effective date specified in the written notice by CITY.

10.2 In the event of such termination, CONSULTANT shall be paid the reasonable value of satisfactory services rendered up to the date of receipt of the notice of termination in accordance with this Agreement, less any payments theretofore made, as determined by CITY, not to exceed the amount payable herein, and CONSULTANT expressly waives any and all claims for damages or compensation arising under this Agreement in the event of such termination, except as set forth herein.

11. TERMINATION FOR CONVENIENCE OF CITY

11.1 CITY may terminate this Agreement at any time and for any reason by giving written notice to CONSULTANT of such termination, and specifying the effective date thereof, at least fifteen (15) days prior to the effective date.

11.2 If the Agreement is terminated as provided in this Section, CONSULTANT shall be entitled to re ceive compensation for any satisfactory work completed up to the receipt by CONSULTANT of notice of termination, less any payments theretofore made and not to exceed the amount payable herein, and for satisfactory work completed between the receipt of notice of termination and the effective date of termination pursuant to a specific request by CITY for the performance of such work.

12. PERFORMANCE AFTER TERMINATION

Upon termination of this Agreement as provided herein, CONSULTANT shall, within such reasonable time period as may be directed by City Manager, complete those items of work which are in various stages of completion and which C ity Manager determines are necessary to be completed by CONSULTANT to allow the project to be completed in a timely, logical, and orderly manner. Upon termination, all finished or unfinished documents, data, studies, surveys, drawings, models, photographs, reports, and other materials prepared by CONSULTANT shall be delivered to the City Manager, upon his request, as property of CITY.

13. DEFENSE AND INDEMNIFICATION

13.1 Indemnity for Professional Liability . Except for the sole negligence or willful misconduct of CITY, CONSULTANT shall, to the fullest extent permitted by law, hold harmless, protect, defend (with attorneys approved by CITY) and indemnify the CITY, its Council and each member thereof, its officers, employees, representatives and their successors and assigns from and against all losses, liabilities, claims, suit, damage, expenses, cost, including reasonable attorney's fees and costs, and expert costs and investigation expenses, caused in whole or in part by the negligent, reckless or wrongful acts, errors or omissions of CONSULTANT in the performance of the professional services und er this Agreement and those of CONSULTANT's sub-consultants or anyone for whom CONSULTANT is liable regardless of whether or not such claim, loss or liability is caused in part by a party indemnified hereunder. Notwithstanding the foregoing, CONSULTANT’s defense obligations shall not exceed its proportionate percentage of fault, except as set forth in section 2782.8 of the Civil Code, as amended by Senate Bill 496.

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13.2 Indemnity for Other than Professional Liability . With respect to operations other than the performance of the professional services under this Agreement, CONSULTANT shall, to the fullest extent permitted by law, hold harmless, protect, defend (with attorneys approved by CITY) and indemnify the CITY, its Council, and each member thereof, its officers, agents, employees, representatives, and their successors and assigns, from and against any and all losses, liabilities, claims, suit damage, expenses and costs including reasonable attorney's fees and costs, and expert costs and investigation exp enses (“Claims”), which arise out of or are in any way connected to the performance of CONSULTANT, its officers, employees, representatives, subcontractors, or agents under this Agreement regardless of whether or not such claim, loss or liability is caused , in part by a party indemnified hereunder. CONSULTANT shall have no obligation, however, to defend or indemnify CITY if it is determined by a court of competent jurisdiction that such C laim was caused by the sole negligence or wil lful misconduct of CITY.

13.3 General Indemnity Provisions. This indemnity is in addition to any other rights or remedies which CITY may have under the law or this Agreement. In the event of any claim or demand made against any party which is entitled to be indemnified hereund er, CITY may, at its sole discretion, reserve, retain or apply any monies due to CONSULTANT under this Agreement for the purpose of resolving such claims; provided however, that CITY may release such funds if CONSULTANT provides CITY with reasonable assura nces of protection of the CITY's interest.

The CITY shall, in its sole discretion determine whether such assurances are reasonable.

CONSULTANT agrees that its duty to defend the indemnities arises upon an allegation of liability based upon the performance of services under this Agreement by CONSULTANT, its officers, agents, representatives, employees, sub -consultants, or anyone for whom CONSULTANT is liable and that an adjudication of CONSULTANT's liability is not a condition precedent to CONSULTANT's duty to defend.

14. CONFLICT OF INTEREST

14.1 CONSULTANT shall be bound by the requirements of the FPPC (Fair Political Practice Commission) and state law with regard to disclosure of financial interests and prohibited conflicts of interest.

14.2 Prior to execution of this Agreement, CONSULTANT shall disclose in writing to CITY any and all compensation, actual or potential, which CONSULTANT may receive in any form from a party other than CITY as a result of performance of this Agreement by CONSULTANT.

If CONSULTANT becomes aware of the potential for such compensation subsequent to the execution of this Agreement, CONSULTANT shall disclose such compensation within three (3) working days of becoming aware of the potential for such compensation.

14.3 Prior to or concurrent with making any recommendation of any products or service for purchase by the CITY, CONSULTANT shall disclose any financial interest that CONSULTANT may have in any manufacturer or provider of the recommended products or services. The term “financial interest” includes, but is not limited to, employment (current or prospective) or ownership interest of any kind and degree.

14.4 CONSULTANT shall not conduct business for third parties which may be in conflict with CONSULTANT’s responsibilities under this Agreement. CONSULTANT may not solicit any business during the term of this Agreement which conflicts with its responsibilities under this Agreement. CONSULTANT shall provide no services for any private client within the corporate DocuSign Envelope ID: BF1189A3-8A23-4BB7-BB52-1881EC34AA5E 4411040
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boundaries or sphere of influence of CITY during the period of this Agreement which may constitute a conflict of interest.

15. ASSIGNMENT

No portion of this Agreement or any of the work to be performed hereunder may be assigned or delegated (including hiring and retaining use of any other person or entity for any purpose, except for those certain sub consultants specifically included in the attached “ Scope of Services”) by CONSULTANT without the express written consent of CITY, nor may any interest in this Agreement be transferred (whether by assignment or novation) by CONSULTANT without the express written consent of CITY, and without such consent all services hereunder are to be performed by CONSULTANT, its officers, agents and employees. However, claims for money due or to become due to CONSULTANT from CITY under this Agreement may be assigned to a bank, trust company, or other financial institution without such approval. Notice of such assignment or transfer shall be furnished promptly to CITY. Any assignment requiring approval may not be further assigned without CITY approval.

16. SURVIVAL

CONSULTANT’s representations, insurance and indemnity obligations, and performance obligations post-termination shall survive termination of this Agreement for a period not to exceed four (4) years.

17. COMPLIANCE WITH APPLICABLE LAWS

CONSULTANT agrees to comply with all federal, state and local laws, rules, regulations and ordinances that are now or may in the future become applicable to CONSULTANT, CONSULTANT’s business, equipment and personnel engaged in activities covered by this Agreement or arising out of the performance of such activities.

18. PERMITS/LICENSES

CONSULTANT and all of CONSULTANT’s employees or agents shall secure and maintain in force such permits and licenses as are required by law in connection with the furnishing of services pursuant to this Agreement.

19. NONDISCRIMINATION IN EMPLOYMENT

CONSULTANT agrees that it will not engage in unlawful discrimination in employment and shall comply with all applicable laws and regulations of CITY and/or all other relevant government agencies, including, but not limited to, the California Department of Fair Employment and Housing and the Federal Equal Employment Opportunity Commission. Also, CONSULTANT certifies and agrees that all persons employed by CONSULTANT, its affiliates, subsidiaries and related entities, if any, will be treated equally by CONSULTANT, without unlawful discrimination based upon creed, sex, race, national origin, or any other classification prohibited by state or federal law.

If CITY finds that any of the provisions of this Section have been violated, such violation shall constitute a material breach of this Agreement , upon which CITY may determine to cancel, terminate, or suspend this Agreement. While CITY reserves the right to determine independently that the anti -discrimination provisions of the Agreement have been violated, in addition, a determination by the California Fair Employment Practices Commission or California Department of Fair Employment and Housing, or successor agency, or the Federal Equal Employment DocuSign Envelope ID: BF1189A3-8A23-4BB7-BB52-1881EC34AA5E 4421041
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Opportunity Commission, or successor agency, that CONSULTANT has violated state or federal anti-discrimination laws relative to this Agreement shall constitute a finding by CITY that CONSULTANT has violated the anti-discrimination provisions of this Agreement.

20. NON-WAIVER

The failure of CITY or CONSULTANT to seek redress for violation of, or to insist upon, the strict performance of any term or condition of this Agreement shall not be deemed a waiver by that party of such term or condition, or prevent a subsequent similar act from again constituting a violation of such term or condition. Payment to CONSULTANT of compensation under this Agreement shall not be deemed to waive CITY’s rights or CONSULTANT’s rights contained in this Agreement.

21. SEVERABILITY

If any term, condition or provision of this Agreement is held by a court of competent jurisdiction to be unenforceable, invalid, or void, the remaining provisions will nevertheless continue in full force and effect and shall not be affected, impaired or invalidated in any way.

22. DISPUTES

In the event that any action is brought by either party to construe this Agreement or enforce any of its terms, the prevailing party shall be entitled to recover its reasonable attorneys’ fees and costs incurred, whether or not the matter proceeds to judgment.

23. REMEDIES

The rights and remedies of the CITY provided in this Agreement are not intended to be exclusive, and are in addition to any other rights and remedies permitted by law.

24. ENTIRE AGREEMENT/AMENDMENT

This Agreement and any exhibits attached hereto constitute the entire agreement between the parties and supersede any prior or contemporaneous understanding or agreement with respect to the services contemplated, and may be amended only by a written amendment executed by both parties to the Agreement.

25. GOVERNING LAW/VENUE

The terms and conditions of this Agreement shall be governed by the laws of the State of California. Any action or proceeding brought by any party ag ainst any other party arising out of or related to this Agreement shall be brought exclusively in Riverside County.

26. BINDING AGREEMENT

This Agreement is intended to be binding on the parties and their respective successors and assigns.

27. NUMBER

The plural shall include the singular, and the singular shall include the plural and neuter DocuSign Envelope ID: BF1189A3-8A23-4BB7-BB52-1881EC34AA5E 4431042
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wherever the context so indicates or requires.

28. WARRANTY OF AUTHORITY

Each of the parties signing this Agreement warrants to the other that it has the full authority of the entity on behalf of which its signature is made.

29. COUNTERPARTS

This Agreement may be executed in counterparts, all of which taken together will be considered one original document.

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IN WITNESS WHEREOF, the parties hereto have caused this Agreement to be executed the day and year first above written.

CITY: CITY OF MURRIETA CONSULTANT: Kosmont Real
Estate Services Kosmont Realty, a
California corporation

By: _____________________________ By:__________________________ Kim Summers, City Manager Larry J. Kosmont, CRE, President and COO

Attest:

_____________________________
Cristal McDonald, MMC, City Clerk

Approved as to Form:

_____________________________
Tiffany Israel, City Attorney

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EXHIBIT A

Scope of Services

CONSULTANT will conduct p re-disposition research/due diligence/analysis, as necessary, and initial review of statutory requirements of the sale (e.g., Surplus Land Act) to effectively evaluate the re -use potential and marketability of properties and identify and execute on a preferred approach/strategy for their marketing and ultimate disposition (sale, auction, other).

CONSULTANT will prepare a marketing package for each asset and respond to all inquiries in a timely and effective manner and provide additional information requested by qualified buyers/investors.

CONSULTANT will arrange tours and in -person meetings (as may be appropriate) and will manage the sales process with regular reporting to the CITY. With the full and combined resources of CONSULTANT, the CITY will be able to identify a short -list of buyers who are specifically qualified to purchase the property(ies). All offers will be carefully analyzed and presented to the CITY for consideration at which point a best and final offer can be utilized to assure that the CITY receives the maximum value for the property(ies).

Once a selection is made, CONSULTANT will work closely with the CITY to negotiate a fair and reasonable purchase agreement that will be presented to the CITY for final approval. CONSULTANT will manage the sales process through escrow, providing support and additional information that may be required.

As it pertains to the CITY’s purchase of property, CONSULTANT will work closely with the CITY to identify a desired property program/profile to successfully target properties for acquisition, which will include understanding CITY acquisition priorities/needs, preferred geographic location/area, size of property, and other property specific conditions/details. CONSULTANT will also assist with developing and implementing a desired strategy/approach for a targeted outreach campaign with direct marketing solicitations and materials to area brokers, property owners, and developers/investors to appropriately screen and identify active and off-market listings suitable to the CITY.

RATES
For the CITY’s sale of property, CONSULTANT would require CITY approval and execution of an Exclusive Authorization to Sell Brokerage Agreement by and between CONSULTANT and the CITY.

Vacant Real Property: 6% of the gross sales price or independently appraised value of the parcel or a minimum commission amount as mutually agreed upon between CITY and CONSULTANT, whichever is greater.

For a ground lease, 4% of the total base rent for the first thirty (30) years of the term of the lease; or a minimum commission amount as mutually agreed upon be tween CITY and CONSULTANT, whichever is greater.

Additional Costs: The additional costs needed for these transactions will include escrow fees, title insurance, appraisal, documentary transfer fees, and other typical closing costs. Activities related to subdivision map matters (such as lot line adjustments and Phase I or II environmental reports) are an additional cost not borne by CONSULTANT.

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Property sales may also require specific services that are not provided by CONSULTANT, and which are contracted for and compensated separately. These potential services include but are not limited to engineering, environmental assessment and remediation, geological, and legal or entitlement services.

For the CITY’s acquisition of property, CONSULTANT would require CITY approval and execution of an Exclusive Authorization to Represent Buyer Agreement by and between CONSULTANT and the CITY.

The general commission structure is as follows (selling broker [representing buyer]/CONSULTANT only):

Real Property*:

2.50% of the gross sales price for transactions less than $5,000,000;

2.00% of the gross sales price for transactions equal to or greater than $5,000,000, and less than $10,000,000;

1.50% of the gross sales price for transactions equal to or greater than $10,000, 000, and less than $25,000,000;

1.25% of the gross sales price for transactions equal to or greater than $25,000,000, and less than $35,000,000;

1.00% of the gross sales price for transactions equal to or greater than $35,000,000.

*The commission struct ure above would serve as a minimum commission amount as mutually agreed upon between
CITY and CONSULTANT.

Compensation for any pre -sale/disposition real estate advisory/technical services including but not limited to broker opinion of value, real estate t ransaction structuring, public-private negotiations (e.g., ENA, DDA, DA), preparation of Government Code 52201, 53083, and 33433 reports, Surplus Land Act compliance, and/or project implementation services would be paid in accordance with professional services (hourly) fees at CONSULTANT’s billing rates as shown below.

REAL ESTATE TECHNICAL/ADVISORY SERVICES
Professional Hourly Services Rates
Chairman & CEO / President
Senior Managing Director/Senior Advisor/Project Manager Managing Director
Senior Director / Senior Project Analyst
Director / Project Analyst / Project Manager
Project Promotion/Graphics/GIS Mapping Services/Research Clerical Support
$445.00/hour
$350.00/hour
$225.00/hour
$195.00/hour
$165.00/hour
$95.00/hour
$70.00/hour

Additional Expenses
In addition to professional services (labor fees):

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1) An administrative fee for in -house copy, fax, phone, postage costs, digital/technological support and related administrative expenses will be charged, which will be computed at four percent (4.0 %) of monthly CONSULTANT’s professional service fees incurred; plus

2) Out -of-pocket expenditures, such as professional printing, and delivery charges for messenger and overnight packages will be charged at cost.

3) Project/Market data sources for s upport of evaluation and analysis e.g., ESRI, Placer.ai, CoStar/STR, IMPLAN, ParcelQuest and other based on quoted project cost.

4) For Third Party Vendor(s) retained on behalf of CITY (with CITY’s advance approval), fees and costs will be billed to CITY at 1.1X (times) fees and costs.

5) CONSULTANT’s attendance or participation at any public meeting, whether such participation is in person,
digital, video and/or telephonic (e.g., City Council, Planning Commission, Public Agency Board, other) requested by CITY and are beyond those specifically identified in the Scope of Work will be billed at the professional services (hourly) fees as shown on herein.

Charges for Court/Deposition/Expert Witness-Related Appearances Court-related (non-preparation) activities, such as court appearances, depositions, mediation, arbitration, dispute resolution and other expert witness activities, will be charged at a court rate of 1.5 times scheduled rates, with a 4-hour minimum.

GENERAL HOURLY RATES
Professional Services
President
Senior Vice President/Senior Advisor
Vice President
$385.00 / hour
$350.00 / hour
$225.00 / hour
Senior Project Analyst
Project Analyst/Project Research Assistant
Project Analyst/Assistant Project Manager
Project Promotion/Graphics/GIS Mapping Services
Clerical Support
$195.00 / hour
$165.00 / hour
$125.00 / hour
$95.00 / hour
$70.00 / hour

Additional Expenses
In addition to professional services (labor fees):
1) An administrative fee for in-house copy, fax, phone, postage costs, digital/technological support and related administrative expenses will be charged, which will be computed at four percent (4.0 %) of monthly CONSULTANT professional service fees incurred; plus

2) Out-of-pocket expenditures, such as professional printing, and delivery charges for messenger and overnight packages will be charged at cost.

3) Project/Market data sources for support of evaluation and analysis e.g., ESRI, Placer.ai, CoStar/STR, IMPLAN, ParcelQuest and other based on quoted project cost.

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4) If CONSULTANT retains Third Party Vendor(s) for CITY (with CITY’s advance approval), fees and cost will be billed to CITY at 1.1X (times) fees and costs.

5) CONSULTANT’s attendance or participation at any publi c meeting, whether such participation is in person, digital, video and/or telephonic ( e.g., City Council, Planning Commission, Public Agency Board, other) requested by CITY and are beyond those specifically identified in the Scope of Work will be billed at the professional services (hourly) fees as shown on this rate sheet.

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CITY OF MURRIETA
City Council Meeting Agenda
Report
9/5/2023
Agenda Item No. 9.

TO: HONORABLE MAYOR AND MEMBERS OF THE CITY COUNCIL
FROM: Anthony Conrad, Police Chief
PREPARED BY: Stephanie Lawson, Management Analyst
SUBJECT: Big Tex Ordnance Budget Appropriation

RECOMMENDATION
Appropriate $85,000 in the budget to 4030030-64200 for the purchase of sound suppressors for the Police Department.

PRIOR ACTION/VOTE
None.

CITY COUNCIL GOAL
Provide a high level of innovative public safety.

BACKGROUND
Approximately 80 to 85 of the Police Department’ssworn personnel currently utilize an authorized M4/AR-15 patrol rifle in the course of their duties. Firing a patrol rifle produces approximately 160 decibels of sound pressure, a level expected to cause permanent hearing damage and possible momentary disorientation for any persons in close proximity. A sound suppressor fits onto the muzzle end of a firearm to capture and reduce sound pressure.

In 2020, department personnel evaluated a variety of sound suppressors for use on SWAT team M4 rifles. The SureFire SOCOM series was assessed as a durable, effective, high-quality suppressor from a reputable manufacturer and was selected for full-time use. The Murrieta PD SWAT unit currently uses sixteen SureFire suppressors on their rifles. Since adopting the suppressors, SWAT personnel have noted a significant reduction in noise exposure and concussive overpressure during frequent training events and expect to see the same substantial benefits during operational use.

With this purchase, the Police Department seeks to equip all of the remaining patrol rifles with suppressors to achieve the same benefits that sound reduction offers. In compliance with the City’spurchasing guidelines, staff requested quotes for SureFire SOCOM suppressors from three vendors. The results were:
•SureFire at $82,576.05;
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•Big Tex Ordnance at $81,594.21; and
•Rainier Arms at $89,598.65.

Big Tex Ordnance was selected because they provided the lowest cost quote.

FISCAL IMPACT
The Police Department requests that an expenditure budget of $85,000 be appropriated to the Fiscal Year 2023/24 Operating Budget in account number 4030030-64200.

ATTACHMENTS
1) Quote - Big Tex Ordnance
2) Quote - SureFire, LLC
3) Quote - Rainier Arms
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CITY OF MURRIETA
City Council Meeting Agenda
Report
9/5/2023
Agenda Item No. 10.

TO: HONORABLE MAYOR AND MEMBERS OF THE CITY COUNCIL
FROM: David Chantarangsu, Development Services Director PREPARED BY: David Chantarangsu, Development Services Director SUBJECT: Tyler Technologies, Inc. Second Amendment for Energov Data Conversion
..title

RECOMMENDATION
1) Approve Amendment No. 2 to an existing agreement with Tyler Technologies, adding data conversion services by ratifying the cost proposal;
2) Authorize the City Manager’s designee to execute Amendment No. 2; and 3) Appropriate funding in the Fiscal Year 2023/24 Operating Budget in the amount of $98,000 to Account No. 1107500-71020 for a one-time Energov data conversion cost.

PRIOR ACTION/VOTE
On November 5, 2019, the City Council adopted Resolution No. 19-4173, authorizing entering into an agreement with Tyler Technologies, Inc. for the purchase of Land Management System Software and implementation services (Vote: 5-0).

On October 18, 2022, the City Council authorized a first amendment to the agreement (Vote: 5-0).

CITY COUNCIL GOAL
Maintain a high performing organization that values fiscal sustainability, transparency, accountability and organizational efficiency.

BACKGROUND
In 2019 the City entered into an agreement with Tyler Technologies, Inc. (Tyler) to purchase new land management software (Energov) for the Building, Planning, and Engineering Divisions, including Murrieta Fire & Rescue. Energov replaced GovPartner as the City’s permit and plan review software platform. The Agreement included a requirement for the conversion of the City’sGovPartner data into Energov, and $20,000 was included in the Agreement to accomplish this effort. When budgeting for the Energov project in 2019, staff believed data conversion could be accomplished with little or no data import customization work.

After exporting a sample of data from GovPartner to evaluate the data that would be available in Energov upon conversion, it was determined that other significant data would be lost in the process and that a more CITY OF MURRIETA Printed on 1/22/2024Page 1 of 2
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upon conversion, it was determined that other significant data would be lost in the process and that a more detailed data conversion effort was needed. Staff subsequently engaged with Tyler to identify a more robust data conversion process to export critical data into Energov. The requested amount provides over 400 hours of data conversion work, whereas the original project budget only estimated a need for 80 hours. Council approval of this request ensures the City retains important project data associated with nearly 15 years of the City’s building, planning, fire, and engineering permit activity. Staff notes that this is a one-time expense.

Upon the City’sapproval of the cost proposal (Attachment 1), the proposal shall function as a second amendment to the existing agreement.

FISCAL IMPACT
The funding source proposed to pay for the data conversion cost is from an existing Capital Improvement Project (CIP) No. 10002, established to provide the Finance Department with the ability to implement and modify its financial software. During the Fiscal Year 2023/24 CIP Budget Adoption, $98,000 was defunded from CIP 10002. Although the CIP project is still active, the remaining balance is expected to be adequate for the Finance Department’s needs in the future.

Staff is requesting a budget appropriation of $98,000 in Account No. 1107500-71020 for the data conversion expense. This is a one-time cost that does not increase the City’scurrent ongoing maintenance for Energov of $190,513. The City’sannual Energov maintenance fee is recovered through a technology charge included with every permit issued.

ATTACHMENTS
1) Tyler Data Conversion Cost Proposal/2nd Amendment
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Quoted By: Andrew Meyer
Quote Expiration: 9/5/23
Quote Name: Data Conversion
Sales Quotation For:

City of Murrieta
1 Town Sq
Murrieta CA 92562-7922
Phone: +1 (951) 304-2489
Professional Services
Description Quantity Unit Price
Extended
Price Maintenance
Professional Services
Data Conversion Services 272 $ 250 $ 68,000 $ 0
Professional Implementation Consulting - Remote 75 $ 200 $ 15,000 $ 0 Project Management Services - Remote 75 $ 200 $ 15,000 $ 0 TOTAL: $ 98,000 $ 0
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Summary One Time Fees Recurring Fees
Total Services $ 98,000 $ 0
Total Third-Party Hardware, Software, Services $ 0 $ 0
Summary Total 98,000 $ 0
Contract Total $ 98,000
Customer Approval: Date:

Print Name: P.O.#:

Client agrees that items in this sales quotation are, upon Client's signature or approval of same, hereby added to the existing agreement ("Agreement") between the parties and subject to its terms. Additionally, payment for said items, as applicable but subject to any listed assumptions herein, shall conform to the following terms:
•License fees for Tyler and third party software are invoiced upon the earlier of (i) delivery of the license key or (ii) when Tyler makes such software available for download by the Client;
•Fees for hardware are invoiced upon delivery;
•Fees for year one of hardware maintenance are invoiced upon delivery of the hardware; •Annual Maintenance and Support fees, SaaS fees, Hosting fees, and Subscription fees are first payable when Tyler makes the software available for download by the Client (for Maintenance) or on the first day of the month following the date this quotation was signed (for SaaS, Hosting, and Subscription), and any such fees are prorated to align with the applicable term under the Agreement, with renewals invoiced annually thereafter in accord with the Agreement.
•Fees for services included in this sales quotation shall be invoiced as indicated below. 459
2023-392327-V3D6G2 Page 3
oImplementation and other professional services fees shall be invoiced as delivered. •Expenses associated with onsite services are invoiced as incurred. 460

CITY OF MURRIETA
City Council Meeting Agenda
Report
9/5/2023
Agenda Item No. 11.

TO: HONORABLE MAYOR AND MEMBERS OF THE CITY COUNCIL
FROM: Cristal McDonald, City Clerk
PREPARED BY: Kimberly Ramirez, Deputy City Clerk
SUBJECT: Murrieta Hills Specific Plan - City Council Voting District

RECOMMENDATION
1) Hold Public Hearing No. 4, to receive input and testimony; 2) Conduct the second reading and adopt Ordinance No. 594-23 entitled: An Ordinance of the City Council of the City of Murrieta, California, Amending Section 1.21.030 of the Murrieta Municipal Code and Adopting Revised District Voting Boundaries, into District 1; and 3) Direct the City Clerk to fulfill any administrative requirements in accordance with the law.

PRIOR ACTION/VOTE
On December 7, 2021, the City Council adopted Ordinance Nos. 569-21, 570-21, and 571-21 approving the Murrieta Hills Project (Vote: 5-0).

On March 1, 2022, the City Council adopted Ordinance No. 572-22 (Vote 5-0).

On August 1, 2023, the City Council held a public hearing to receive input on the City Council voting district boundaries relating to the Murrieta Hills Specific Plan Annexation.

On August 11, 2023, the City Council held a community workshop to receive input on the Proposed Draft Map A.

On August 15, 2023, the City Council held a public hearing to introduce Ordinance No. 594-23 adopted the revised City Council Districts as shown in Draft Map A.

CITY COUNCIL GOAL
Maintain a high performing organization that values fiscal sustainability, transparency, accountability and organizational efficiency.

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BACKGROUND
The City of Murrieta (City) comprises five single-member electoral districts. In 2021/22, after the federal decennial census and under the Fair And Inclusive Redistricting for Municipalities and Political Subdivisions (FAIR MAPS) Act (AB 849), the City Council held eight redistricting public hearings. On March 1, 2022, the City Council adopted Ordinance No. 572-22, updating City Council district voting boundaries.

Pursuant to the California Elections Code (EC), after redistricting, a city council shall not adopt new council district boundaries until after the next federal decennial census, except under the following circumstances: 1) court order; 2) the council is settling a legal claim that its boundaries violate the U.S. Constitution, the federal Voting Rights Act; or 3) the boundaries of the city change by the addition of territory due to annexation or by the subtraction of territory. (EC §21605(3))
Annexation of Murrieta Hills Specific Plan
On November 16, 2021, the City Council certified the Environmental Impact Report and approved the Murrieta Hills Specific Plan Amendment (MHSP) with 2nd reading and adoption on December 7, 2021. The 972-acre project (Figure 1) is to provide 522 single-family residential lots, 228 multi-family units, 18 acres of commercial property, a public park, and an extension of McElwain Road.

In December of 2022, the Local Agency Formation Commission (LAFCO) formally approved annexing the non- populated property from the County of Riverside into the City of Murrieta. The next step for staff is to amend our General Plan maps to show the expansion of our City boundary.

The MHSP will be developed in three phases:

Phase 1 (2024): 300 dwelling units.

Phase 2 (2028): 450 remaining dwelling units and 50% commercial square footage.

Phase 3 (2031): Full buildout.

Since the annexation adds territory to the City, state law specifies that the City Council shall add the new territory to the nearest existing council district without changing the boundaries of other council district CITY OF MURRIETA Printed on 1/22/2024Page 2 of 4
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territory to the nearest existing council district without changing the boundaries of other council district boundaries. (EC §21603(a))
The FAIR MAPS Act
The FAIR MAPS Act, enacted in 2019, provides the process and criteria for evaluating and adjusting the boundaries, if applicable. The FAIR MAPS Act requires the City to consider the below criteria ranked in order, to the extent practicable:

Criterion No. 1 Compliance with the U.S. and CA Constitutions; Criterion No. 2 Compliance with Federal Voting Rights Act; Criterion No. 3 Contiguity;
Criterion No. 4 Respect for local neighborhoods and Communities of Interest; Criterion No. 5 Boundaries should be easily identifiable and understandable by residents; Criterion No. 6 Compactness; and
Criterion No. 7 Do not favor or discriminate against political parties.

The annexed property is adjacent to Districts 1 and 2 (Figure 2); additionally, the property is undeveloped, resulting in no population demographics being available. However, because the MHSP will eventually result in an added population, City staff reviewed the City’scurrent boundaries and recommends the annexed property be absorbed by District 1. Specifically, the distinct separation between both districts is the I-215 freeway; the annexed property position is east of the I-215 along with existing District 1; there is an expected shared main road (McElwain Road) with District 1; and the development occurring under the MHSP will likely have shared community interests. Accordingly, District 1 is the most appropriate designation until the City reviews its boundaries during the next decennial census.

Public Hearing #1
On August 1, 2023, the City held a public hearing to receive information on the process of adopting revised CITY OF MURRIETA Printed on 1/22/2024Page 3 of 4
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On August 1, 2023, the City held a public hearing to receive information on the process of adopting revised City Council boundaries for the annexed Murrieta Hills Specific Plan territory, as well as to receive public input.

No public testimony was received.

Community Workshop (Public Hearing #2)
On August 11, 2023, the City held a second public hearing in the form of a community workshop on Friday, August 11, 2023, to provide information and receive input on the proposed boundary for the Murrieta Hills Specific Plan territory. No public testimony was received.

Community Workshop (Public Hearing #3)
On August 15, 2023, the City held a public hearing to introduce proposed Ordinance No. 594-23 Adopting the Revised City Council Council Boundaries, as well as to receive public input. No public testimony was received.

Next Steps
Upon City Council adoption and approval, the City Clerk will transmit the City Council action to the County of Riverside Registrar of Voters (ROV) to allow the ROV sufficient time to finalize boundaries for the November 7, 2023, elections. The City’snext regular municipal election is November 5, 2024. The City is not expected to adjust voting districts until the next decennial census in 2030.

FISCAL IMPACT
None.

ATTACHMENTS
1) Proposed Ordinance No. 594-23 with Draft Map A
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01375.0001/908070.1 - 1 -
ORDINANCE NO. 594-23

AN ORDINANCE OF THE CITY COUNCIL OF THE CITY OF
MURRIETA, CALIFORNIA, AMENDING SECTION 1.21.030 OF THE

MURRIETA MUNICIPAL CODE AND ADOPTING REVISED DISTRICT

VOTING BOUNDARIES

WHEREAS, On August 1, 2017, the City Council of Mu rrieta (“City”) adopted Ordinance No. 522-17 changing the City from an at large to a by -district voting system, adopting boundaries for the City’s five voting districts and establishing an implementation sch edule for conversion to by- district voting during the 2018 and 2020 election cycles; and

WHEREAS, at the regular City Council meeting held on March 1, 2022, the City Council held a final public hearing to receive public input regarding the composition of one or more council districts and adopted Ordinance 572-22; and

WHEREAS, on December 7, 2021, the City C ouncil approved the Murrieta Hills Specific Plan (MHSP) in unincorporated and uninhabited territory north of the City.

WHEREAS, the Local Agency Formation Commission subsequently approved the annexation of the territory bounded by the MHSP into the City of Murrieta.

WHEREAS, pursuant to Calif ornia Elections Code Section 21603(A), “[If] the boundaries of a city expand by the addition of new territory, including through annexation of unincorporated territory or consolidation with another city, the council shall add that new territory to the nearest existing council district without changing the boundaries of other council district boundaries.”

WHEREAS, on August 1, 2023, at a regular City Council meet ing, the City Council held a public hearing to receive public input regarding t he annexation of the MHSP into Council District 1.

WHEREAS, on August 11th, 2023, the City held a public meeting in the form of a workshop to receive public input regarding the annexation of the MHSP into Council District 1.

WHEREAS, on August 1 5, 2023, at a regular City Council meeting, the City Council held a public hearing to receive public input regarding t he annexation of the MHSP into Council District 1.

WHEREAS, on September 5, 2023, at a regular City Council meeting, the City Council held a public hearing to receive public input regarding t he annexation of the MHSP into Council District 1.

DRAFT ORDINANCE
465

01375.0001/908070.1 - 2 -

NOW, THEREFORE , THE CITY COU NCIL OF THE CITY OF MURRIETA, CALIFORNIA DOES HEREBY ORDAIN AS FOLLOWS:

SECTION 1. The above recitals are true and correct and inco rporated herein by this reference.

SECTION 2. The district map attached hereto as Exhibit “A” is hereby adopted as the “City Council District Map” as codified in Section 1.21.030 A of the Murrieta Municipal Code and incorporated therein by this reference.

SECTION 3. This ordinance is exempt from the Califor nia Environmental Quality Act (“CEQA”) under Section 15061(b)(3) of the CEQA Guidelines, which provides that CEQA on ly applies to projects that have the potential for causing a significant effect on the environment.

Where, as here, it can be seen with cert ainty that there is no possibility that the act ivity in question would have a significant effect on the environment, the activity is not subject to CEQA.

SECTION 4. If any section, subsection, sentence, clause, or phrase of this ordinance is for any reason held to be invalid or unconstitutional by a decision of any court of any competent jurisdiction, such decision s hall not affect the validity of the remaining portions of this ordinance. The City Council hereby declares that it would have passed this o rdinance, and each and every section, subsectio n, sentence, clause and phras e thereof not declared invalid or unconstitutional without regard to whether any portion of the ordinance would be subsequently declared invalid or unconstitutional.

SECTION 5. This Ordinance shall become effective on the thi rty-first (31st) day after its passage and adoption, and within fifte en (15) days after its final passage and the City Clerk shall cause it to be posted and published in a newspaper of general circulation, printed, published and circulated in the City in the manner required by law and shall cause a copy of this Ordinance and its certification, to be entered in the Book of Ordinances of the City.

PASSED AND ADOPTED this ___ day of ________, 2023.

Lisa DeForest, Mayor
ATTEST:

Cristal McDonald, City Clerk

APPROVED AS TO FORM:

Tiffany J. Israel, City Attorney

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01375.0001/908070.1 - 3 -

STATE OF CALIFORNIA )
COUNTY OF RIVERSIDE )§

CITY OF MURRIETA )
I, Cristal McDonald, City Clerk of the City of Murrieta, California, do hereby certify that the foregoing Ordinance No. 594-23 was duly passed and adopted b y the City Council of the City of Murrieta at the regular meeting thereof, held on the ___th day of _______, 2023, and was signed by the Mayor of the said City, and that the same was passed and adopted by the following vote:

AYES:

NOES:

ABSENT:

ABSTAIN:

Cristal McDonald, City Clerk
I, Cristal McDonald, City Clerk of the City of Murrieta, California further certify that Ordinance No. 594-23 was duly published according to law and the o rder of the City Council of said City and the same was so published in Press Enterprise, a newsp aper of general circulation on the following date(s):

Adopted Ordinance: , 2023.

In witness whereof, I have hereunto subscribed my name this __ day of ______________, 2023.

Cristal McDonald, City Clerk

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467

ADAMS AVE
W
HITEW
O
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D
RD

JEFFERSON AVE

LOSALAMOSRD
IVY ST

WASHINGTON AVE
W

INCHESTER RD
ANTELO
PE RD

MADISON AVE

KALMIA ST

CLINTON KEITH RD

NUTMEG ST

HAYES AVE

HANCOCK
A
VE

MURRIETA HOT SPRINGS RD
FIG ST

CALIFORNIA
OAKS
R
D

HUNTER RD

KELLER RD

CALLE D EL OSO O RO

MONROE AVE

JACKSONAVE

LINCOLNAVE

VINEYARD PKY

LEMON ST
ELM ST

JUNIPER ST

LASBRISAS RD

GUAVA ST

ALTAMURRIETA DR
M
AR
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RITARD

ADAMS AVE

HAYESAVE

JACKSON AVE
ELM ST

CLINTON
KEITH
RD
.

Legend
District 1
District 2
District 3
District 4
District 5
City Council Districts
G:\GISData\Departments\Clerk\ArcMapDocs_23\Council_Districts_Letter.mxd 468 Murrieta Hills Specific
Plan - City Council
Voting District
Cristal McDonald, City Clerk
September 5, 2023
Received After Agenda Printed
Regular City Council Meeting 09-05-23
Item No. 11 - Staff Presentation
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2 470
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5 1) Hold a public hearing to receive input and testimony; 2) Conduct the second reading and adopt Ordinance No. 594-23 entitled: An Ordinance of the City Council of the City of Murrieta, California, Amending Section 1.21.030 of the Murrieta Municipal Code and Adopting Revised District Voting Boundaries, into District 1; and
3) Direct the City Clerk to fulfill any administrative requirements in accordance with the law.

Recommendation
473

CITY OF MURRIETA
City Council Meeting Agenda
Report
9/5/2023
Agenda Item No. 12.

TO: HONORABLE MAYOR AND MEMBERS OF THE CITY COUNCIL
FROM: David Chantarangsu, AICP - Development Services Director PREPARED BY: Jarrett Ramaiya, Deputy Director
SUBJECT: Sale of City Owned Real Property Located Northwest of the Intersection of Clinton Keith Road and McElwain Road

RECOMMENDATION
1) Adopt Resolution No. 23-4703 entitled: A Resolution of the City Council of the City of Murrieta, California, Declaring A City-Owned Parcel as Exempt Surplus and Approving the Sale of City-Owned Real Property Located Northwest of the Intersection of Clinton Keith Road and McElwain Road, Murrieta, CA (APN: 392-270-005) to Ashdon Development for $70,200.00;
2) Authorize the City Manager to direct and execute all related escrow, closing, and similar documents necessary to finalize the sale of the Property upon conclusion of the 30-day notice period to Housing and Community Development; and 3) Amend the Fiscal Year 2023/24 Operating Budget to Appropriate Budget for the Sale of Land and Escrow Expenses.

PRIOR ACTION/VOTE
None.

CITY COUNCIL GOAL
Aggressively pursue economic development.

BACKGROUND
The applicant, Ashdon Development (Developer), received approval from the Planning Commission for a carwash (Conditional Use Permit 2020-2248) and daycare facility (Conditional Use Permit 2020- 2179/Development Plan permit 2020-2249) on May 11, 2022, on property located at the northwest corner of Clinton Keith Road and McElwain Road (Project Site).

During the processing of the application, it was discovered that the City owns a small remnant parcel along McElwain Road, east of and immediately adjacent to the Project Site as shown in red in the graphic below.

The City of Murrieta (City) parcel is 3,049 square feet.

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Upon making this discovery, the Developer asked that the Project be conditioned to purchase the City parcel.

The Project was conditionally approved with the requirement that the Developer purchase the City parcel, subject to the requirements of the Surplus Lands Act (SLA). The City Parcel is two segments of the existing right-of-way for McElwain Road and will be developed as part of the Project’s frontage improvements, including the construction of a sidewalk and driveway if acquired by the Developer.

The SLA is a set of statutes that local agencies must follow when disposing of surplus land. Pursuant to Government Code §54222, the first step is for the City Council to declare that the 3,049 square foot piece of land is surplus property not needed for future development by the City. The City Council could then determine that this small City parcel is exempt from the SLA. If the property were not exempt, the City would need to comply with the processes under the SLA, which include issuing a notice of availability of surplus land to other public entities and housing developers, to the satisfaction of the California Department of Housing and Community Development (HCD).

The SLA has several exemptions, one of which is for the sale of property less than 5,000 square feet, less than the minimum legal residential building lot size for the zone in which the property is located, and sold to an owner of contiguous land. As the City parcel is smaller than 5,000 square feet, too small and odd-shaped to build housing on, and proposed to be sold to the contiguous landowner, the City Council may adopt a resolution making the determination that the City parcel is exempt surplus land. Staff does not anticipate that this 3,049 square foot area would ever be needed to expand McElwain Road.

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The above shows in the red outline, the two segments that amount to 3,049 square feet of right-of-way.

The SLA further requires that the City Council make findings to support the use of the exemption. Pursuant to Government Code §54221(f)(1)(B), the land is exempt from State law if it complies with the following:
· The surplus land has less than 5,000 square feet in area; or · The surplus land has less than the minimum legal residential building lot size for the jurisdiction in which the parcel is located, or 5,000 square feet in area, whichever is less; or · The surplus land is being sold to the owner of continuous land.

As stated in the attached Resolution No. 23-4703, the facts support the City Council making the required findings to declare the property as “Exempt Surplus”.

After a local agency determines that a property is exempt from the standard SLA process as per §54221 of the Government Code, the local agency must provide a copy of the written determination to the HCD at least 30 days prior to disposition.

The Developer has worked with the City to prepare a draft purchase and sale agreement (Attachment 2). The 3,049-square-foot City property was appraised at $70,200.

CEQA DETERMINATION
The proposed action is not a "project" as defined in CEQA Guidelines Section 15378 because it involves the execution of an agreement that, on its own, will not cause a significant environmental impact. As such, this CITY OF MURRIETA Printed on 1/22/2024Page 3 of 4
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execution of an agreement that, on its own, will not cause a significant environmental impact. As such, this activity is not subject to CEQA pursuant to Section 15060(c)(3).

FISCAL IMPACT
If the City parcel is sold to the Developer, at the close of escrow, the Developer will make a cash payment of $70,200 into escrow. The Fiscal Year 2023/24 Operating Budget would need to be established for the sale of the City-owned property in Account No. 1100000-81025 for $70,200.00 and an expenditure budget for escrow costs and fees in Account No. 1101600-61440 based on the final escrow closing statement.

ATTACHMENTS
1) Resolution No. 23-4703
2) Purchase and Sale Agreement
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RESOLUTION NO. 23-4703

A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF MURRIETA,

CALIFORNIA, DECLARING A CITY -OWNED PARCEL AS EXEMPT

SURPLUS AND APPROVING THE SALE OF CITY -OWNED REAL

PROPERTY LOCATED NORTHWEST OF THE INTERSECTION OF

CLINTON KEITH ROAD AN D MCELWAIN ROAD , MURRIETA, CA
(APN: 392-270-005) TO ASHDON DEVELOPMENT FOR $70,200.00

WHEREAS, the City of Murrieta ("City") is the owner of real property , which is located northwest of the intersection Clinton Keith Road and McE lwain Road, Murrieta, CA 92562, and is identified as Assessor's Parcel Number (“APN”) 392-270-005 ("City Parcel"); and

WHEREAS, the City Parcel, which is two small pieces which total 3,049 square feet, is part of the right-of-way of the adjacent McElwain Road and is adjacent to a parcel (“Property”) that is zoned Community Commercial (CC) and a public road; and

WHEREAS, the owner of the Property , Ashdon Development, is developing the Property and has asked to purchase the City P arcel from th e City to develop as part of its pro ject on the Property; and

WHEREAS, pursuant to the Sur plus Property Land Act (Government Code Sections 54220 - 54233), as amended by Assembly Bill 1486 (effective January 1, 2020) (“Act”), the City Council must take formal action in a regular pu blic meeting to declare land owned by the City which is not necessary for the City’s use to be surplus; and

WHEREAS, City staff has determined that the City Parcel is not and will not be needed for any use including the future expansion of McElwain Road and, moreover, due to its size, condition, and location, is not appropriate for the development of housing; and

WHEREAS, on September 5 , 202 3, the City Council considered whether to de clare the City Parcel to be exempt surplus land.

NOW, THEREFORE , THE CITY COUNCI L OF THE CITY OF MURRIETA, CALIFORNIA, DOES HEREBY RESOLVE AS FOLLOWS:

Section 1. That the City Parcel is less tha n 5,000 square feet in area and less than the minimum legal residential building lot size for the City; and is not contiguous to land owned by a state o r local agency that is used for open-space or low - and moderate- income housing purposes.

Section 2. That the City Parcel is no t needed for any use including the future expansion of McE lwain Road and, due to its size, condition, an d location , is not appropriate for the development of housing such that the City Parcel is declared to be exempt surplus property as defined in Government Code Section 54221 (f)(1)(B). 478
Resolution No. 23-4703

Page 2 of 3 ends

Section 3. That the Ci ty Parcel is a pproved for sale to Ashdon Developmen t, the owner of the only land adjacent to the City Parcel, for $70,200 unless HCD objects to the City’s determination that the City Parcel is exempt surplus land.

Section 4. That City staff wil l immediately notify the California Departme nt of Housing & Community Development (“HCD”) of the adoption of this Resolution.

Section 5. Upon con clusion of the 30 -day notific ation period to Housing and Community Development, if HCD has not objected to the City ’s determination that the City Parcel is exempt surplus land, the City Manager or her designee is hereby authorized and directed to execute the Purchase and Sale Agreement on behalf of the City, including execution of all related escrow , closing, and similar documents necessary to finalize the sale of the City Parcel.

Section 6. That the approval of the Purchase and Sale Agreement is exe mpt from review under th e California Environmental Quality Act (CEQA) pursuant to Section 15378 of the CEQA Guidelines relating to the sale of surp lus government property, and Section 15060( c)(3) of the CEQA Guideli nes because this is not a project as defined by Section 15378 of the CEQA Guidelines.

PASSED AND ADOPTED this 5th day of September, 2023.

______________________________
Lisa DeForest, Mayor

ATTEST:

_____________________________
Cristal McDonald, CMC, City Clerk

APPROVED AS TO FORM:

_____________________________
Tiffany Israel, City Attorney

479
Resolution No. 23-4703

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STATE OF CALIFORNIA )
COUNTY OF RIVERSIDE )§

CITY OF MURRIETA )
I, Cristal McDonald, City Clerk of the City of Murrieta, California, do hereby certify that the foregoing Resolution No. 23-4703 was duly passed and adopted by the City Council of the City of Murrieta at the regular meeting thereof, held on the 5th day of September, 2023, and was signed by the Mayor of the said City, and that the same was passed and adopted by the following vote:

AYES:

NOES:

ABSENT:

ABSTAIN:

Cristal McDonald, City Clerk

480

01148.0012/732642
1 AGREEMENT FOR PURCHASE AND SALE

OF REAL PROPERTY AND JOINT ESCROW INSTRUCTIONS

THIS AGREEMENT FOR PURCHASE AND SALE OF REAL PROPERTY AND JOINT ESCROW INSTRUCTIONS (“Agreement”) is made this 6th day of OCTOBER, 2023 (“Agreement Date”) by and between the CITY OF MURRIETA, a municipal corporation (“Seller”) and ASHDON DEVELOPMENT (“Buyer”) with CHICAGO TITLE INSURANCE COMP ANY, a corporation as escrow holder (“Escrow Holder”).

R E C I T A L S:

A. Seller owns that certain improved real property located at the Northwest corner of Clinton Keith Road and McElwain Road intersection in the City of Murrieta, County of Riverside, State of California (APN 392-270-005) more particularly described in Exhibit A attached hereto and by thi s reference incorporated herein (“Property”).

B. Seller desires to sell and Buyer desires to buy , the Property upon the terms and conditions more particularly set forth herein.

NOW, THEREFORE, in consideration of the mutual covenants set forth herein, the parties hereto agree as follows:

TERMS AND CONDITIONS:

1. PURCHASE AND SALE OF PROPERTY . Pursuant to the terms and conditions of this Agreement, Buyer hereby agrees to purchase from Seller and Seller agrees to sell to Buyer, the Property in AS-IS condition except as otherwise specifically provided herein. Seller hereby agrees to continue to maintain the Property in its current condition until the Closing (as defined in Section 5.1).

2. OPENING OF ESCROW. Within five (5) days after the execution of this Agreement by both Buyer and Seller, the parties shall open an escrow (“Escrow”) with Escrow Holder at Fidelity National Title with Mary Lou Adame (909)354 -3355 M [email protected] as escrow officer (“Escrow Officer”) by causing an executed copy of this Agreement to be deposited with Escrow Holder together with Buyer’s Deposit (as defined in Section 3.2 below) (“Opening of Escrow”).

3. PURCHASE PRICE; DEPOSIT; PAYMENT OF PURCHASE PRICE.

3.1 Purchase Price. The purchase price for the Property is SEVENTY THOUSAND TWO HUNDRED Dollars ($70,200) (“Purchase Price”).

3.2 Deposit. Buyer will provide the Seller with a deposit in the sum of Seventy Thousand Two Hundred Dollars ($70,200.00) within seven days of the execution of this Agreement (“Deposit”).

Buyer shall deliver the Deposit check to Escrow Holder to be held by Escrow Holder for the benefit of the parties and applied against the Purchase Price at C losing (as defined in Section 5 ) or released, refunded, or forfeited in accordance with the terms of this Agreement. 481

01148.0012/732642
2 The Deposit shall be held by Escrow Holder in an interest -bearing account and such interest, when received by Seller, shall become part of the Deposit. The Deposit shall be fully refundable to Buyer on or before the expiration of the Due Diligence Period if Buyer provides the Termination Notice in the time and manner specified in Section 7. If the transaction is not consummated because of Buyer’s default or termination of this Agreement after the expiration of the Due Diligence Period , the Escrow Holder shall disburse the Deposit to Seller as liquidated damages pursuant to Section 13 below.

3.3 Payment of Purchase Price. On or before 1:00 p.m. on the business day preceding the Closing Date or such earlier time as required by Escrow Holder to close Escrow on the Closing Date, Buyer shall deposit into Escrow the balance of the Purchase Price in Good Funds.

3.4 Good Funds. Prior to Closing, all funds deposited in Escrow shall be in “Good Funds” which shall mean a wire transfer of funds from a financial institution located in the State of California.

4. CLOSING FUNDS AND DOCUMENTS REQUIRED FROM BUYER AND SELLER.

4.1 Seller. Seller agrees that on or before 12:00 noon on the day preceding the Closing Date, Seller will deposit or cause to be deposited with Escrow Holder all of the following:
a. The standard grant deed in the form reasonably acceptable to Seller and Buyer executed by Seller (“Grant Deed”).
b. A Non-Foreign Affidavit as required by federal law.
c. Such funds and other items and instruments as may be necessary for Escrow Holder or the Title Company to comply with this Agreement.

4.2 Buyer. Buyer agrees that on or before 12:00 noon on the day preceding the Closing Date, Buyer will deposit with Escrow Holder all additional funds and all of the following:
a. A Preliminary Change of Ownership Statement completed in the manner required in Riverside County.
b. Such funds and other items and instruments as may be necessary for Escrow Holder or the Title Company to comply with this Agreement.

4.3 Recordation, Completion and Distribution of Documents . Escrow Holder shall confirm that any documents signed in counterpart are matching documents and shall combine the signature pages thereof so as to create fully executed documents. Escrow Holder will date all the documents with the date of Close of Escrow. Escrow Holder will cause the Grant Deed to be recorded when it can issue the Owner’s Title Policy in accordance with Section 6.2 and holds for the account of Buyer and Seller, respectively, the funds and items described above to be delivered to Buyer and Seller, respectively, through Escrow, less costs, expenses and disbursements chargeable to the parties pursuant to this Agreement.

5. CLOSING DATE; OPTIONS TO EXTEND CLOSING; TIME IS OF ESSENCE.

5.1 Closing Date. Unless extended by (i) the mutual written agreement of the Buyer and Seller, or (ii) Seller pursuant to Section 5.2 , Escrow shall close upon satisfaction of the Buyer’s 482

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3 Conditions Precedent (as defined in Section 8.1) and Seller’s Conditions Precedent (as defined in Section

8.2), within sixty (60) days of the approval of this Agreement (“Closing Date”).

5.2 Definition of Closing. The terms “Close of Escrow ” and/or “Closing” mean the time Grant Deed is recorded in the Official Records of the County Recorder of Riverside County, California.

5.3 Time is of Essence. The parties specifically agree that time is of the essence of this Agreement.

5.4 Possession. Upon the Close of Escrow, possession of the Property shall be delivered to Buyer and all interest in remaining personal property shall transfer to Buyer.

6. TITLE POLICY.

6.1 Approval of Title.
(a) Promptly following execution of this Agreement but in no event later than five (5) days following Opening of Escrow , a preliminary title report shall be issued by Fidelity National Title (“Title Company ”), describing the state of title of the Property, together with legible copies of all exceptions and a map plotting all easements ( “Preliminary Title Report ”). The title officer shall be Amy Adries at Fidelity National Title (213)452 -7100 [email protected] om. Within fifteen (15) business days after Buyer's receipt of the Preliminary Title Report, Buyer shall notify Seller in writing (“Buyer's Title Notice”) of Buyer's disapproval of any matters contained in the Preliminary Title Report (“Disapproved Exceptions”).
(b) In the event Buyer delivers Buyer's Title Notice within said period, Seller shall have a period of fifteen (15) days after receipt of Buyer's Title Notice in which to notify Buyer of Seller's election to either (i) agree to attempt to remove the Disapproved Exceptions prior to the Close of Escrow; or (ii) decline to remove any such Disapproved Exceptions ( “Seller's Notice”). If Seller notifies Buyer of its election to decline to remove the Disapproved Exceptions, or if Seller is unable to remove the Disapproved Exceptions (other than any obligations of Buyer under Section 7 ), Buyer may elect either to terminate this Agreement and the Escrow or to accept title to the Property subject to the Disapproved Exception(s). Buyer shall exercise suc h election by delivery of written notice to Seller and Escrow Holder within seven (7) days following the earlier of (i) the date of written advice from Seller that such Disapproved Exception(s) cannot be removed; or (ii) the date Seller declines to remove such Disapproved Exception(s).
(c) Upon the issuance of any amendment or supplement to the Preliminary Title Report which adds additional exceptions, the foregoing right of review and approval shall also apply to said amendment or supplement ; provided, however, that Buyer's initial period of review and approval or disapproval of any such additional exceptions shall be limited to five (5) days following receipt of notice of such additional exceptions.
(d) Nothing to the contrary herein withstanding, Buyer s hall be deemed to have automatically objected to all leases, deeds of trust, mortgages, judgment liens, federal and state income tax liens, delinquent general and special real property taxes and assessments and similar monetary encumbrances affecting the P roperty (excluding any such items caused by Buyer) , and Seller shall discharge any such non-permitted title matter of record prior to or concurrently with the Close of Escrow except as otherwise specifically provided in this Agreement. 483

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4 6.2 Owner’s Title Policy. At the Close of Escrow, Escrow Holder shall furnish Buyer with a CLTA owner's non-extended policy of title i nsurance (“Owner’s Title Policy”) insuring title to the Property vested in Buyer, containing only (i) non -delinquent real property taxes and asses sments; (ii) exceptions approved by Buyer in accordance with Section 6.1; and (iii) exceptions caused solely by the acts of Buyer. The amount of the insurance coverage shall be in the amount of the Purchase Price. If Buyer elects to obtain an extended ALTA owner’s policy, Buyer shall be responsible to secure a survey at its own cost and expense which shall be delivered to the Title Company not less than thirty (30) days prior to Closing and Buyer shall be responsible to pay for any additional premium. The Title Policy shall include extended coverage or endorsements that Buyer may request but at Buyer’s expense.

7. DUE DILIGENCE AND DUE DILIGENCE PERIOD. Buyer has been provided with a copy of the Appraisal Report for the Property which is in the City’s possession. The City makes no representations about the contents of th ese documents. For a period of thirty (30) days following the Opening of Escrow or the date of Seller’s compliance with subdivision (c) and (d) of Section 8.2 herein, whichever is greater (“Due Diligence Period”), Buyer shall have the right to perform any investigations or inspections as Buyer may reasonably determine to assess its willingness to purchase the Property pursuant to the terms of this Agreement.

7.1 Review and Approval of Documents and Materials.

7.2 Buyer’s Due Diligence. During the Due Diligence Period, Buyer and its agents may, at Buyer’s sole expense, conduct tests and physical inspections of the Property, including environmental site assessments desired by Buyer. Buyer shall also conduct such investigations with regard to zoning, building codes, and availability of permits and approvals for its intended construction and use of the Property, as it d eems prudent in its sole discretion. Prior to entering the Property Buyer shall provide evidence to Seller that Buyer has procured and paid premiums for an all-risk public liability insurance policy written on a per occurrence and not claims made basis in a combined single limit of not less than ONE MILLION DOLLARS ($1,000,000) which insurance names Seller as additional insured.

Buyer shall keep the Property free and clear of all mechanic liens, lis pendens, and other liens arising out of the entry and work performed under this paragraph and shall maintain or assure maintenance of workers' compensation insurance (or state-approved self-insurance) on all persons entering the Property in the amounts required by the State of California. Buyer shall promptly restore the Property to the condition that it was in prior to those tests and inspections and shall indemnify, defend and hold Seller harmless from all damages, costs, loss, expense (including attorney fees) and liability resulting from Buyer’s activities, ac ts, and omissions on the Property, including, but not limited to, mechanic liens.

Notwithstanding anything to the contrary contained in this Agreement, (i) the defense, indemnity, and hold harmless provision contained in this Section shall not apply to the extent such liabilities arise in connection with the sole negligence or willful misconduct of Seller, its employees, agents, contractors, licensees or invitees and (ii) provided further that Buyer shall have no liability to Seller or to its employees, agents, or contractors by reason of, nor shall Buyer have any duty to indemnify, defend, or hold any person or entity harmless from or against, any liabilities, including, without limitation, any claim for diminution in value of the Property or for environmen tal remediation or clean -up costs, resulting directly from Buyer having merely discovered and/or reported (to the extent required by applicable law) any adverse physical condition, title condition, environmental condition, or other defect with respect to t he Property. The foregoing provisions shall survive the Closing or any termination of this Agreement. At Closing, Buyer shall take the Property subject to any title exceptions caused by Buyer exercising this license to enter the Property.
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5 Copies of any fi nal non -privileged, non -attorney-client work product reports and any s urvey prepared pursuant to this Agreement shall be delivered to Seller (at no cost to Seller) which Seller shall be entitled to use if the Closing does not occur.

7.3 Buyer’s Termination Right. Buyer shall have the right at any time on or before the expiration of the Due Diligence Period to terminate this Agreement if, during the course of Buyer’s due diligence investigations of the Property, Buyer determines in its sole and absolute discretion that the Property is not acceptable to Buyer. Buyer may exercise its right to terminate by delivering written notice of termination to Seller and Escrow Agent (“ Termination Notice”) on or before the expiration of the Due Diligence Period. Upon the timely delivery of such Termination Notice, (i) Escrow Agent shall immediately return the Deposit to Buyer without the need for further instruction or approval of the parties, and (ii) this Agreement shall automatically terminate and be of no further force or effect and neither party shall have any further rights or obligations hereunder. Notwithstanding anything contained herein to the contrary, if Buyer fails to provide a Termination Notice, then Buyer shall be deemed to have elected to approve its Due Diligence.

7.4 Disclaimer of Warranties . Buyer shall acquire the Property in its “AS IS” condition and shall be responsible for any and all defects in the Property, whether patent or latent, including, without limitation, the physical, environmental, and geo technical condition of the Property, and the existence of any contamination, hazardous materials, vaults, debris, pipelines, wells, or other structures located on, under, or about the Property. Except as expressly set forth in Section 9, Seller makes no re presentation or warranty concerning the physical, environmental, geotechnical or other condition of the Property. Buyer acknowledges that, once Buyer obtains title to the Property, any liability of Seller for the environmental condition of the Property shall be extinguished, and that Seller shall have no liability for remediating any environmental condition of the Property. Buyer shall indemnify Seller against any claim or liability relating to the environmental condition of the Property; provided, however, that Seller shall remain liable for, and shall indemnify Buyer from and against, and shall pay the cost of (1) any third party claim that arose during Seller’s ownership of the Property; (2) Seller’s fraud or willful misconduct in connection with this Agreement; and (3) breach of Seller’s Representation and Warranties (subject to Section 9). The foregoing Seller indemnity obligations shall survive the Closing for a period of one (1) year.

8. CONDITIONS PRECEDENT TO CLOSE OF ESCROW.

8.1 Conditions to Buyer's Obligations. The obligations of Buyer under this Agreement are subject to the satisfaction or written waiver, in whole or in part, by Buyer of each of the following conditions precedent (“Buyer’s Conditions Precedent”):
(a) Title Company will issue the Owner’s Title Policy as specified in Section 6.2. (b) Buyer has not issued a Termination Notice in accordance with Section 7.3. (c) Escrow Holder holds and will deliver to Buyer the instruments and funds, if any, accruing to Buyer pursuant to this Agreement.
(e) Seller is not in default of its obligations under this Agreement. 485

01148.0012/732642
6 8.2 Conditions to Seller's Obligations. The obligations of Seller under this Agreement are subject to the satisfaction or written waiver, in whole or in part, by Seller of the following cond itions precedent (“Seller’s Conditions Precedent”):
(a) Escrow Holder holds and will deliver to Seller the instruments and funds accruing to Seller pursuant to this Agreement.
(b) Buyer is not in default of its obligations under this Agreement. (c) A period of at least 30 days has lapsed from the time that the City sent the California Department of Housing and Community Development (“HCD”) a notice of the City Council’s determination that the Property is exempt surplus land and HCD has not objected to said determination.

9. REPRESENTATIONS AND WARRANTIES. Seller represents and warrants to Buyer that , to the actual knowledge of Seller’s current senior staff without investigation, as of the Agreement Date that:

a. This Agreement has been duly authorized a nd executed on behalf of Seller. As of the Opening of Escrow, this Agreement constitutes a valid and binding agreement, enforceable in accordance with its terms.
b. Seller is not a party to any contract, agreement or commitment to sell, convey, assign, transf er, or otherwise dispose of any portion or portions of the Property. c. To Seller’s actual knowledge, there is no litigation pending or to the actual knowledge of Seller, threatened against or by Seller or the Property which relates to, or if decided adversely, could have a material adverse effect upon, the Property (including condemnation or similar proceedings).
d. Except as disclosed to Buyer by Seller as part of the Materials, the Property is not subject to any operating, maintenance, or repair contra ct or other agreements that will bind the Property or Buyer after the Closing.
e. Seller covenants that, as the owner, it will not add any new bonds, assessments or charges solely applicable to the Property. This covenant shall not extend to any such matters which are of general applicability to the properties in the area.
f. No representation, statement , or warranty by Seller in this Agreement contains or will contain any untrue statements or omits, or will omit, a material fact necessary to make the statement o f fact therein recited not misleading. If, after Seller’s execution of this Agreement and prior to the Closing, any event occurs or condition exists of which Seller becomes aware which renders any of the representations contained herein untrue or misleading, Seller shall promptly notify Buyer in writing.

Buyer acknowledges that Seller has not made any affirmative investigation as to environmental issues affecting the Property in connection with this Agreement.

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7 All representations and warranties contained in this Agreement shall be deemed remade as of the Closing Date, except (i) for matters caused by Buyer, and (ii) in the event of a change in circumstances not within the control of Seller affecting any represen tations or warranties set forth herein, in which case Seller shall provide written notice to Buyer regarding such changed circumstances within a reasonable time following such change (not to exceed five (5) business days following the date the Seller’s City Manager obtains actual knowledge of the changed circumstance), and prior to the Closing. As used herein, “actual knowledge” of Seller refers to the actual knowledge of Seller’s employees and agents directly involved in the negotiation and/or drafting of this Agreement, those responsible for the acquisition or maintenance of the Property, the Seller’s City Attorney and the Seller’s City Clerk . Seller’s representations and warranties in this Section 9 shall survive Closing for six (6) months.

10. ESCROW PROVISIONS.

10.1 Escrow Instructions. Sections 1 through 6, inclusive ; 8, 10, 14, and 16 constitute the escrow instructions to Escrow Holder. If required by Escrow Holder, Buyer and Seller agree to execute Escrow Holder's standard escrow instructions, provided that the same are consistent with and do not conflict with the provisions of this Agreement. In the event of any such conflict, the provisions of this Agreement shall prevail. The terms and conditions in sections of this Agreement not specifically referenced above are additional matters for information of Escrow Holder, but about which Escrow Holder need not be concerned. Buyer and Seller will receive Escrow Holder’s general provisions directly from Escrow Holder and will execute such provision upon Escrow Holder’s request. To the extent that the general provisions are inconsistent or conflict with this Agreement, the general provisions will control as to the duties and obligations of Escrow Holder only. Buyer and Seller agree to execute additional instructions, documents and forms provided by Escrow Holder that are reasonably necessary to close Escrow.

10.2 General Escrow Provisions. Escrow Holder shall deliver the Owner’s Title Policy to the Buyer and instruct the Riverside County Recorder to mail the Grant Deed to Buyer at the address set forth in Section 14 after recordation. All funds received in this Escrow shall be deposited in one or more general escrow accounts of the Escrow Holder with any bank doing business in Riverside County, California, and may be disbursed to any other general escrow account or accounts. All disbursements shall be according to that party's instructions.

10.3 Real Property Taxes; Utilities.

a. Real Property Taxes. Seller is exempt from real property taxes. All general and special real property taxes and assessments shall be prorated to the Close of Escrow on the basis of a thirty (30) day month and a three hundred sixty-day (360) year.

b. Utilities. The Property does not currently have utility service.

10.4 Payment of Costs.
a. Cost Allocation. Seller shall pay the costs for the Owner’s Title Policy, documentary transfer taxes, and one-half (1/2) of the escrow costs (“Seller’s Charges”). Buyer shall pay one -half (1/2) of the escrow costs and be res ponsible for any recording charges (“Buyer’s Charges”). All other costs of Escrow not otherwise specifically allocated by this Agreement shall be apportioned between the parties in a manner consistent with the 487

01148.0012/732642
8 custom and usage of Escrow Holder for major co mmercial real estate transactions in Southern California.
b. Closing Statement. At least three (3) business days prior to the Closing Date, Escrow Holder shall furnish Buyer and Seller with a preliminary escrow closing statement which shall include each party’s respective shares of costs. The preliminary closing statement shall be approved in writing by the parties. As soon as reasonably possible following the Close of Escrow, Escrow Holder shall deliver a copy of the final Escrow closing statement to the parties.

10.5 Termination and Cancellation of Escrow . If Escrow fails to close as provided above, either party may elect to cancel this Escrow upon written notice to the other party and Escrow Holder.

Cancellation of Escrow, as provided herein, shall be without prejudice to whatever legal rights Buyer or Seller may have against each other arising from the Escrow or this Agreement.

10.6 Information Report. Escrow Holder shall file and Buyer and Seller agree to cooperate with Escrow Holder and with each other in completing any report (“Information Report”) and/or other information required to be delivered to the Internal Revenue Service pursuant to Internal Revenue Code Section 6045(e) regarding the real estate sales transaction contemplated by this Agreement, including without limitation, Internal Revenue Service Form 1099 -B as such may be here inafter modified or amended by the Internal Revenue Service, or as may be required pursuant to any regulation now or hereinafter promulgated by the Treasury Department with respect thereto. Buyer and Seller also agree that Buyer and Seller, their respectiv e employees and attorneys, and escrow Holder and its employees, may disclose to the Internal Revenue Service, whether pursuant to such Information Report or otherwise, any information regarding this Agreement or the transactions contemplated herein as such party reasonably deems to be required to be disclosed to the Internal Revenue Service by such party pursuant to Internal Revenue Code Section 6045(e), and further agree that neither Buyer nor Seller shall seek to hold any such party liable for the disclosure to the Internal Revenue Service of any such information.

10.7 No Withholding as Foreign Seller . Seller represents and warrants to Buyer that Seller is not, and as of the Close of Escrow will not be, a foreign person within the meaning of Internal Revenue Code Section 1445 or an out-of-state seller under California Revenue and Tax Code Section 18805 and that it will deliver to Buyer on or before the Close of Escrow a non-foreign affidavit on Escrow Holder's standard form pursuant to Internal Revenue Code Sect ion 1445(b)(2) and the Regulations promulgated thereunder and a California Form 590-RE.

10.8 Brokerage Commission. Buyer and Seller each represent and warrant to the other party that no third party is entitled to a broker's commission and/or finder's fee with respect to the transaction contemplated by this Agreement. Buyer and Seller each agree to indemnify and hold the other part y harmless from and against all liabilities, costs , damages and expenses, including, without limitation, attorneys' fees, resulting from any claims or fees or commissions, based upon agreements by it, if any, to pay a broker's commission and/or finder's fee.

11. RISK OF PHYSICAL LOSS. Prior to the Closing, no destruction of, or damage or loss to, the Property or any portion thereof, from any cause whatsoever, shall have occurred which would cost more than Twenty-Five Thousand Dollars ($25,000) to repair or cure (“ Damage Threshold”). If the cost of repair or cure is the Damage Threshold or less, Seller shall have the option to either repair or cure the loss prior to the Closing or provide any insurance proceeds applicable to such loss to Buyer at the 488

01148.0012/732642
9 Closing. Buyer shall have the option, within ten (10) days after receipt of written notice of a loss costing more than the Damage Threshold to repair or cure, to either terminate this Agreement or to purchase the Property notwithstanding such loss, but without deduction or offset against the Purchase Price. If the cost to repair or cure is more than the Damage Threshold, and Buyer does not elect to terminate this Agreement in the time and manner specified above , Buyer shall be entitled to any insurance proceeds applicable to such loss. Unless otherwise notified in writing, Escrow Holder shall assume no such destruction, damage or loss has occurred prior to Closing. Seller shall provide to Buyer as part of the due diligence items a copy of current insurance policy covering the Property. Seller shall hold such proceeds until the Close of Escrow at which time they shall be delivered to Buyer as part of the Closing.

In the event this Agreement is terminated for any reason, Buyer shall have no right to any insurance proceeds.

12. NON-COLLUSION. No official, officer, or employ ee of the Seller has any financial interest, direct or indirect, in this Agreement, nor shall any official, officer, or employee of the Seller participate in any decision relating to this Agreement which may affect his/her financial interest or the financi al interest of any corporation, partnership, or association in which (s)he is directly or indirectly interested, or in violation of any interest of any corporation, partnership, or association in which (s)he is directly or indirectly interested, or in violation of any State or municipal statute or regulation. The determination of “financial interest” shall be consistent with State law and shall not include interest found to be “remote” or “non-interest” pursuant to California Government Code Sections 1091 a nd 1091.5. Seller warrants and represents that (s)he/it has not paid or given, and will not pay or give, to any third party including, but not limited to, any official, officer, or employee of Buyer, any money, consideration, or other thing of value as a result or consequence of obtaining or being awarded this Agreement. Seller further warrants and represents that (s)he/it has not engaged in any act(s), omission(s), or other conduct or collusion that would result in the payment of any money, consideration, or other thing of value to any third party including, but not limited to, any official, officer, or employee of Buyer, as a result or consequence of obtaining or being awarded any agreement. Seller is aware of and understands that any such act(s), omission(s) or other conduct resulting in the payment of money, consideration, or other thing of value will render this Agreement void and of no force or effect.

Seller’s Initials: ___________ ___________

13. DEFAULT

13.1. DEFAULT OF BUYER; LIQUIDATED DAMAGES. IF BUYER SHOULD

DEFAULT UNDER THIS AGREEMENT, THEN BUYER AND SELLER AGREE

THAT SELLER WILL INCUR DAMAGES BY REASON OF SUCH DEFAULT BY

BUYER OR FAILURE OF ESCROW TO CLOSE ON OR BEFORE THE CLOSING

DATE, WHICH DAMAGES SHALL BE IMPRACTICAL AND EXTREMELY
DIFFICULT, IF NOT IMPOSSIBLE, TO ASCERTAIN. BUYER AND SELLER, IN A

REASONABLE EFFORT TO ASCERTAIN WHAT SELLER'S DAMAGES WOULD

BE IN THE EVENT OF SUCH DEFAULT BY BUYER HAVE AGREED BY PLACING

THEIR INITIALS BELOW TH AT THE DEPOSIT SHALL BE DEEMED TO

CONSTITUTE A REASONABLE ESTIMATE OF SELLER'S DAMAGES UNDER THE PROVISIONS OF SECTION 1671 OF THE CALIFORNIA CODE OF CIVIL PROCEDURE. IN THE EVENT OF AND FOR SUCH DEFAULT BY BUYER, THE

DEPOSIT SHALL BE SELLER'S SOLE MONETAR Y REMEDY THEREFOR, 489

01148.0012/732642
10 UNLESS BUYER WRONGFULLY REFUSES TO CAUSE ESCROW HOLDER TO

CANCEL THE ESCROW, IN WHICH INSTANCE SELLER SHALL ALSO BE

ENTITLED TO ALL COSTS AND EXPENSES, INCLUDING ACTUAL ATTORNEYS'

FEES INCURRED BY SELLER WHICH MAY RESULT FROM BUYER'S
WRONGFUL FAILURE TO CANCEL THE ESCROW AND THIS AGREEMENT.

FURTHERMORE, THE FOREGOING LIMITATION OF DAMAGES SHALL NOT APPLY TO ANY INDEMNIFICATION OBLIGATIONS OF BUYER.

___________________ ___________________
Seller’s Initials Buyer’s Initials

13.2 Default by Seller. If all conditions precedent to Seller's obligations to sell the Property have occurred but Seller fails to Close under this Agreement for any reason other than the default by Buyer under this Agreement, Buyer shall have the right to either (i) terminate this Agreement and receive the return of the Deposit; or (ii) bring an action for specific performance.

14. NOTICES. All notices required or permitted under this Agreement shall be in writing and shall be served on the parties at the addresses set forth below. Any such notices shall, unless otherwise provided herein, be given or served (i) by depositing the same in the United States mail, postage paid, certified and addressed to the party to be notified, with return receipt requested, (ii) by overnight delivery using a nationally recognized overnight courier, (iii) by personal delivery , and (iv) via email . Notice deposited in the mail in the manner hereinabove described shall be effective upon receipt or rejection of such notice. Notice given in any other manner shall be effective only if and when received (or rejected) by the party to be notified between the hours of 8:00 a.m. and 5:00 p.m. California time of any business day with delivery made after such hours to be deemed received the following bus iness day. A party’s address may be changed by written notice to the other party; however, no notice of a change of address shall be effective until actual receipt of such notice. Copies of notices are for informational purposes only, and a failure to give or receive copies of any notice shall not be deemed a failure to give notice.

Notices given by counsel to the Buyer shall be deemed given by Buyer and notices given by counsel to the Seller shall be deemed given by Seller.

To Buyer:

To Seller: City of Murrieta
Attention: Development Services Director
1 Town Square
Murrieta, CA 92562

With a copy to: Aleshire & Wynder, LLP
1 Park Plaza, Suite 1000
Irvine, CA 92614
Attention: Tiffany J. Israel
[email protected]
(o) 949-250-5411

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11 To Escrow Holder:

15. ADDITIONAL BUSINESS TERMS.

14.1 No Marketing of Property. So long as this Agreement is in effect, Seller agrees that it will not market the Property to any other party in any manner.

14.2 No Impairing of Title . Until the Closing, Seller shall not do anything which would impair Seller's title to the Property.

16. GENERAL PROVISIONS.

16.1 Assignment. Neither party shall have the right to assign this Agreement or any interest or right hereunder or under the Escrow without the prior written consent of the other party. Any assignee, if approved by the Seller in its sole discretion, must execute an assignment and assumption agreement in a form acceptable to Seller. Subject to the foregoing, this Agreement shall be binding upon and shall inure to the benefit of Buyer and Seller and their respective heirs, personal representatives, successors and assigns.

16.2 Attorney’s Fees. In any action between the parties hereto, seeki ng enforcement of any of the terms and provisions of this Agreement or the Escrow, or in connection with the Property, the prevailing party in such action shall be entitled, to have and to recover from the other party its reasonable attorneys' fees and other reasonable expenses in connection with such action or proceeding, in addition to its recoverable court costs.

16.3 Interpretation; Governing Law. This Agreement shall be construed according to its fair meaning and as if prepared by both parties hereto. This Agreement shall be construed in accordance with the laws of the State of California in effect at the time of the execution of this Agreement. Titles and captions are for convenience only and shall not constitute a portion of this Agreement. As used in this Agreement, masculine, feminine or neuter gender and the singular or plural number shall each be deemed to include the others wherever and whenever the context so dictates.

16.4 No Waiver . No delay or omission by either party in exercising any right or power accruing upon the compliance or failure of performance by the other party under the provisions of this Agreement shall impair any such right or power or be construed to be a waiver thereof. A waiver by either party of a breach of any of the covenants, conditions or agreements hereof to be performed by the other party shall not be construed as a waiver of any succeeding breach of the same or other covenants, agreements, restrictions or conditions hereof.

16.5 Modifications. Any alteration, change or modification of or to this Agreement, to become effective, shall be made by written instrument or endorsement thereon and in each such instance executed on behalf of each party hereto.

16.6 Severability. If any term, provision, condition or covenant of this Agreement or the application thereof to any party or circumstances shall, to any extent, be held invalid or unenforceable, the remainder of this instrument, or the application of such term, provisions, condition or covenant to persons or circumstances other than those as to whom or which it is held invalid or unenforceable, shall not be affected thereby, and each term and provision of this Agreement shall be valid and enforceable to the fullest extent permitted by law.
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12 16.7 Merger. This Agreement and other documents incorporated herein by reference contain the entire understanding between the parties relating to the transaction contemplated hereby and all prior to contemporaneous agreements, understandings, representations and statements (including letters of intent), oral or written, are merged herein and shall be of no further force or effect.

16.8 Execution of Documents . The parties agree to execute such instructions to Title Company and such other instruments and to do such further acts as may be reasonably necessary to carry out the provisions of this Agreement.

16.9 Inducement. The making, execution and delivery of this Agreement by the parties hereto have been induced by no representations, statements, warranties or agreements other than those expressly set forth herein.

16.10 Relationship of Parties. Notwithstanding anything to the contrary contained herein, this Agreement shall not be deemed or construed to make the parties hereto partners or joint venturers, or to render either party liable for any of the debts or obligations of the othe r, it being the inten tion of the parties to merely create the relationship of Seller and Buyer with respect to the Property to be conveyed as contemplated hereby.

16.11 No Personal Liability. No member, official, employee, agent or contractor of Seller shall be personally liable to Buyer in the event of any default or breach by Seller or for any amount which may become due to Buyer or on any obligations under the terms of the Agreement.

16.12 Force Majeure. If either party is delayed or prevented from performing any act required in this Agreement by reason of any event beyond the reasonable control of either party, including without limitation, by labor disputes, fire, unusual delay in deliveries, weather or acts of God, terrorism, delay in the issuance of permits or approvals, acts of governmental entities, unavoidable casualties or any other such causes beyond such party’s control, then the time herein fixed for completion of such obligation(s) shall be extended by the number of days that such party has been delayed.

16.13 Representation by Counsel. Each party hereto represents and agrees with each other that it has been represented by or had the opportunity to be represented by, independent counsel of its own choosing, and that it has had the full right and opportunity to consult with its respective attorney(s), that to the extent, if any, that it desired, it availed itself of this right and opportunity, that it or its authorized officers (as the case may be) have carefully read and fully understand this Agreement in its entirety and have had it fully explained to them by such party’s respective counsel, that each is fully aware of the contents thereof and its meaning, intent and legal effect, and that it or its authorized officer (as the case may be) is com petent to execute this Agreement and has executed this Agreement free from coercion, duress or undue influence.

16.14 Exhibits. Exhibit A is attached hereto and incorporated herein by reference.

16.15 Execution in Counterparts. This Agreement may be executed in several counterparts, and all so executed shall constitute one agreement binding on all parties hereto, notwithstanding that all parties are not signatories to the original or the same counterpart. 492

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13 IN WITNESS WHEREOF, the parties hereto have executed this Agreement for Purchase and Sale of Real Property and Joint Escrow Instructions as of the Agreement Date.

Note: Sections 12 and 13.1 need to be separately initialed by the parties.

BUYER: SELLER:

By: ________________________
Name:

Title:

By: ________________________
Name:

Title:

Accepted and Agreed to:

ESCROW HOLDER:

FIDELITY NATIONAL TITLE
By: _________________________
Mary Lou Adame, Commerical Escrow
Officer

CITY OF MURRIETA,
a municipal corporation

By: ________________________

ATTEST:
___________________________
Cristal McDonald, City Clerk
APPROVED AS TO FORM:

Aleshire & Wynder, LLP

By: ________________________________
Tiffany J. Israel, City Attorney

493

01375.0005/908795.1
1 EXHIBIT A

LEGAL DESCRIPTION OF THE PROPERTY

Parcel 1 of Parcel Map No. 32893, in the City of Murrieta, County of Riverside, State of California, as per Parcel Map recorded in Book 217, Pages 75 through 80 inclusive of Parcel Maps, records of said County.
494
Sale of City Owned Real
Property
September 5, 2023
City Council
PH
Received After Agenda Printed
Regular City Council Meeting 09-05-23
Item No. 12 - Staff Presentation
495
Location
2 Northwest of
Clinton Keith/
McElwain Road
Zoning: Right-of-way
(3,049 square feet)
496
Approved
Carwash and
Daycare Center
New driveway
along McElwain
required for
secondary access
Adjacent Property
Daycare
Carwash
Sierra Lane
3 497
Surplus Lands Act
4 The Surplus Lands Act (SLA) is a set of statutes that local agencies must follow when disposing of surplus land.

Pursuant to Government Code §54222, the first step is for the City Council to declare that the 3,049 square foot piece of land is surplus property not needed for future development by the City.

The City Council could then determine that this small City parcel is exempt from the SLA.
498
5 Surplus Lands Act
499
Exemption Category 4:
➢ Less than 5,000 square feet in size
➢ Configuration and size could not support housing
➢ Not contiguous to land designated as open space or used for low and/or moderate-income level housing
➢ Not needed for future expansion of McElwain Road
➢ Property to be sold to adjacent property owner
6 Surplus Lands Act
500
Appraisal by Epic Land
Solutions, Inc.
➢ 3,049 square feet
➢ $70,200
7 Surplus Lands Act
501
30-day notification period
➢ If City Council approves the sale of the City owned property, staff will notify the California Department of Housing & Community Development (HCD) for a 30-day period.
➢ If HCD does not object, the City Manager is authorized and directed to execute the Purchase & Sales Agreement on behalf of the City. 8 Surplus Lands Act
502
9 The SLA requires that the City Council make findings to support the use of the exemption. Pursuant to Government Code §54221(f)(1)(B), the land is exempt from State law if it complies with the following:
· The surplus land has less than 5,000 square feet in area; or · The surplus land has less than the minimum legal residential building lot size for the jurisdiction in which the parcel is located, or 5,000 square feet in area, whichever is less; or
· The surplus land is being sold to the owner of continuous land.

As stated in the attached Resolution No. 23-4703, the facts support the City Council making the required findings to declare the property as “Exempt Surplus.”
Surplus Lands Act
503
Environmental Determination
The proposed action is not a "project" as defined in CEQA Guidelines Section 15378 because it involves the execution of an agreement that, on its own, will not cause a significant environmental impact. As such, this activity is not subject to CEQA pursuant to Section 15060(c)(3).
10 504
Recommendation

1. The proposed action is not a "project" as defined in CEQA Guidelines Section 15378 because it involves the execution of an agreement that, on its own, will not cause a significant environmental impact. As such, this activity is not subject to CEQA pursuant to Section 15060(c)(3).
and

2. Adopt the RESOLUTION OF THE CITY COUNCIL OF THE CITY OF MURRIETA APPROVING RESOLUTION No. 23-4703: A Resolution of the City Council of the City of Murrieta, California, Declaring A City-Owned Parcel as Exempt Surplus and Approving the Sale of City-Owned Real Property Located Northwest of the Intersection of Clinton Keith Road and McElwain Road, Murrieta, CA (APN: 392-270-005) to Ashdon Development for $70,200.00, based on the Findings and subject to the Conditions of Approval in Exhibit A, as found in Attachment 1.
11 505
Sale of City Owned Real
Property
Resolution 23
-
4703
September 5, 2023
City Council
PH
506
507
508

CITY OF MURRIETA
City Council Meeting Agenda
Report
9/5/2023
Agenda Item No. 13.

TO: HONORABLE MAYOR AND MEMBERS OF THE CITY COUNCIL
FROM: David Chantarangsu, Director of Development Services PREPARED BY: Carl Stiehl, City Planner
SUBJECT: Multi-Family Residential & Mixed-Use Objective Design Standards

RECOMMENDATION
1) Introduce Ordinance No. 595-23 for the final revised Multi-Family Residential and Mixed-Use Residential Objective Design Standards and code amendments related to Development Code sections 16.08.040, 16.56.020 and 16.56.025 entitled:

An Ordinance of the City Council of the City of Murrieta, California, Amending Title 16 of the Murrieta Municipal Code to Revise the City’s Development Code, to Implement Multi-Family Residential and Mixed-Use Residential Objective Design Standards and A Ministerial Development Plan Permit Process for Certain Qualifying Projects; and
2) Find that the adoption of the ordinance, including the final revised Objective Design Standards and code amendments, are exempt from the California Environmental Quality Act (CEQA) as the ordinance meets the required actions of CEQA Guidelines Section 15183 - Projects Consistent with a Community Plan or Zoning, since the ordinance directs staff to adopt and implement objective design standards and a ministerial permit process, provided future approvals will not result in a significant environmental impact and implements a uniformly applied development policy or standards that is consistent with Murrieta General Plan Housing Element policy to further regulate Multi-Family Residential and Mixed-Use Residential development.

PRIOR ACTION/VOTE
On June 16, 2020, the City Council authorized an application for, and receipt of, Local Early Action Planning (LEAP) Support Grant Funds with the State Department of Housing and Community Development (HCD) to fund, in part, the preparation of design guidelines addressing multi-family residential development in the City (Vote: 5-0). HCD awarded the full $500,000 grant in January 2021.

On April 19, 2022, the City Council approved a contract agreement with Placeworks to prepare the City’sMulti- Family Design Guidelines and Objective Design Standards(Vote: 5-0).

On May 2, 2023, the City Council adopted urgency Ordinance No. U-590-23 to enact interim regulations implementing multi-family objective design standards on an urgency basis (Vote: 5-0).

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On July 26, 2023, the Planning Commission adopted a resolution recommending approval of the project and adoption of a Categorical Exemption pursuant to the California Environmental Quality Act (CEQA) to the City Council (Vote: 4-0-1).

CITY COUNCIL GOAL
Plan, program and create infrastructure development.

BACKGROUND
On June 16, 2020, the City Council authorized the City Manager to submit an application for a LEAP Grant to fund, in part, the preparation of Multi-Family Design Guidelines and Objective Design Standards (the Standards). The LEAP Grant was fully awarded in early 2021. On January 21, 2022, Planning Division staff issued a Request for Proposals (RFP) from qualified firms for consultant services and solicited proposals from various firms that specialize in preparing design standards. After the evaluation of the proposals, on April 19, 2021, staff recommended to the City Council that Placeworks be selected to develop the design guidelines. At the end of the project, it was envisioned that the design standards would be incorporated into the Murrieta Municipal Code (MMC), specifically within Title 16 which is also known as the Development Code.

Standards Preparation Process
Staff and Placeworks held a workshop with the Planning Commission on June 22, 2022. Following the initial Planning Commission workshop, staff made a presentation to the Development Advisory Group (DAG) in August 2022. From November 2022 to February 2023, a community survey was circulated for input on the project. Placeworks prepared an administrative draft of Multi-Family Residential and Mixed-Use Residential Objective Design Standards (Standards) for internal review and comment. In March 2023, a public review draft of the Standards was prepared and made available for public review. Staff returned to the DAG in late March 2023 and returned to the Planning Commission for a workshop on April 12, 2023, while the Standards were available for public review.

The Standards were initially available for public review and comment from May 2023 to June 2023. Included in the public outreach was the opportunity for the public to identify preferred architecture, site design, and site amenities. The public expressed their opinion through an online survey. No formal written comments were received during public review. In addition to the online survey, the City hosted a pop-up booth with staff available to discuss the Standards at the Murrieta Market Nights in May.

The booth connected residents to information about the Standards process and why the City of Murrieta (City) developed the Standards, and provided a draft document for review. Community input shaped the understanding of design preferences and priorities regarding multifamily housing. The feedback received from the survey and at Market Nights informed the final version of the document.

Due to a number of changes in State law, the City Council adopted Urgency Ordinance U-590-23 (Attachment 1), amending the Development Code to implement the Standards in conformance with State law while imposing certain restrictions that allow for greater local control through objective standards on multi-family housing projects while staff worked on completing the permanent final Standards document for public hearing and consideration for adoption. Without these local control measures, the approval of mixed use and multi- family residential projects utilizing the various new State laws based solely on generic standards in the Development Code. The existing Development Code standards generally lack specificity in areas governing project design, site planning, building massing, height, setback, landscape, building type, and architectural review that could be enforced given recent changes in State housing law. Without the proposed new Standards, multi-family projects built under the City’scurrent general standards could negatively threaten the CITY OF MURRIETA Printed on 1/22/2024Page 2 of 5
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Standards, multi-family projects built under the City’scurrent general standards could negatively threaten the character of the City’sexisting neighborhoods and negatively impact property values, personal privacy, and fire safety. These potential threats to the public safety, health, and welfare of the community justified the adoption of the Urgency Ordinance, adopted in May 2023.

Following the completion of the public review period of the proposed Standards in June, staff completed minor revisions to the Standards and prepared a final version to bring forward to public hearings with the Planning Commission and City Council. Staff has prepared the necessary code amendments for implementation consistent with the City’s 2021-2029 Housing Element and the necessary CEQA documentation for the project’scompliance with State environmental review requirements. The final Standards are ready for adoption through an ordinance amending the City’sDevelopment Code (Attachments 2). The Planning Commission voted to recommend to the City Council adoption of the proposed ordinance, and replacement of the Urgency Ordinance before the end of the year.

Objective Design Standards and Ordinance
The proposed Standards continue to utilize the three main architectural styles of the Downtown Specific Plan and extend them in other areas of the City; those styles being American Mercantile, Craftsman, and Spanish Colonial Revival. There are currently examples of all of these development types within the Downtown, and the Spanish style is found throughout the City. Additionally, the architectural styles of Farmhouse, Modern, and Tuscan would be allowed in various areas of the City depending on the zone. This provides flexibility and variety in the City with potential developments while ensuring development that fits Murrieta’scharacter in less developed areas.

Extensive input was received at the recent Planning Commission workshops regarding the Modern architectural style. The action of the City Council on the Modern style with the Urgency Ordinance was to intentionally limit the style to certain areas of the City, such as the Transit Oriented Development (TOD), Office, and Innovation zones, where contemporary office buildings or hotels may already be located. Staff notes these zones are typically located near the I-15 or I-215 freeways. Th proposed Standards do not allow for buildings using Modern architectural style to be built in the City’sexisting residential areas, such as the west side of the City or the Downtown, where it would likely be considered out of place. An additional revision to the Urgency Ordinance is a proposal to limit the potential architectural styles that could be used on the commercially zoned properties that are adjacent to the Downtown to the three styles of the Downtown (American Mercantile, Craftsman and Spanish) in order to allow for a transition around the Downtown. This should address any potential future projects that may be proposed in the immediate surrounding area that could result in a housing project being built that is out of character with established neighborhoods, especially along Kalmia, Jefferson, or Ivy. The Standards are otherwise similar to the previously presented public review draft and the version adopted as the Urgency Ordinance with minor revisions. (See Attachment 2 - Exhibit A for the updated Standards.)
As part of the Urgency Ordinance, MMC Section 16.08.040 of the Multi-family Residential Design Standards was amended by the City Council in order to reference the Standards. The proposed Development Code Amendment (MCA 2023-00002) to fully implement the Standards provides a ministerial (by-right) permit process for certain qualifying projects (Attachment 2). In the Ordinance before the City Council, amendments are proposed to MMC Section 16.08.040 - Multi-family Residential Design Standards and MMC Section

16.56.025 - Authority, related to the review of Development Plan permits, which is typically the type of zoning permit required to approve projects involving new construction. A multi-family project that is consistent with new State housing laws such as SB 35, AB 2011, or that is located in the TOD zone or Downtown and proposes 20% or more affordable housing to low-income households are allowed to utilize a streamlined ministerial Development Plan permit process. The ministerial process would be approved by the Development Services Director, and would not subject to CEQA or a public hearing. A development may be approved by- right if it meets all of the applicable standards in the Development Code. This approach is consistent with the CITY OF MURRIETA Printed on 1/22/2024Page 3 of 5
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right if it meets all of the applicable standards in the Development Code. This approach is consistent with the two recently adopted Housing Element Policy Actions 1-8 and 3-5 to allow by right approval of projects that propose 20 percent affordable units, and the adoption of the proposed Standards, respectively.

The implementation of a ministerial Development Plan process for these certain affordable housing projects helps to facilitate the development of most of the City’shousing sites, identified by the 2021-2029 Housing Element, which are located (predominately) in the Downtown and the TOD. This allows an affordable housing developer to obtain the initial approval of a housing project faster, which in turn allows the developer to apply for financing (for example, with the State) earlier in the process, which can be time-consuming. The current discretionary Development Plan process would continue for the vast majority of all other multi-family sites outside the Downtown, TOD, or those sites not proposing to utilize State laws, such as AB 2011, SB 6, or SB

35. A typical Development Plan would need to utilize an architectural style from the Standards and would follow a discretionary permit process with the typical CEQA review and potential for public hearings.

Conclusion
Staff is tracking many multi-family projects in process, which constitute thousands of future apartments that may be developed in the coming years. Prior to the changes in State law, staff and applicants would typically negotiate over building design and site planning as part of the discretionary process when reviewing projects.

Now, without sufficient detail, architectural design and site planning techniques typically used by cities to encourage good design can be disregarded by applicants unless they are objective in most instances. The adoption of the revised final Standards and the code amendment for the ministerial process for certain projects provides a clear expectation for the developer, neighboring community, and the City in planning, approval, and construction of a multi-family housing development. Projects that do not meet the Standards can be denied by the City.

The Standards established by the Urgency Ordinance continue to be effective, on an interim basis, until the final version of the Standards can be approved by the City Council. The Urgency Ordinance will expire by December 31, 2023, unless repealed by action of the City Council. The Urgency Ordinance has allowed staff to begin to review new projects that have come in since May 2023. New submittals are being designed to be consistent with the Urgency Ordinance which has provided the City with more local control, meeting the intent of City and state goals to provide objective standards that can be easily applied resulting in more efficient processing of housing projects. The revised final Standards, if adopted, will replace the Urgency Ordinance 30 days following the approval of the second reading of the proposed ordinance (October 20, 2023).

The Standards may be updated as needed in the future to address changes in multi-family development the City may want to make.

HCD Review
As part of the implementation of the Housing Element, the City will provide the State Department of Housing and Community Development (HCD) with a copy of the ordinance and the revised final Standards, once adopted, in order to complete the required policy actions, considered a “rezoning”for the TOD area by HCD and to complete tasks required under the LEAP Grant. This will mark the final step the City must take to obtain certification of the City’s Housing Element with HCD.

FISCAL IMPACT
There is no fiscal impact associated with adopting the Standards. For consulting services to develop the City’s Multi-Family Design Guidelines and Objective Design Standards, funding in the amount of $180,000 was budgeted in the Other State Grant Fund GL 3580040-60480 JL 50104358-60480. Funds are to be reimbursed CITY OF MURRIETA Printed on 1/22/2024Page 4 of 5
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budgeted in the Other State Grant Fund GL 3580040-60480 JL 50104358-60480. Funds are to be reimbursed by the HCD over the project timeline, therefore there will be full cost recovery utilizing the LEAP Grant for the cost to the City to prepare the Standards. The project is anticipated to come in under budget of this portion of the LEAP Grant and remaining available funds may be reallocated under the grant or utilized for future revisions to the Standards should they be necessary in the next year. There is no additional cost to staff to begin implementation of the Standards.

Environmental
The proposed action is exempt from the California Environmental Quality Act (CEQA) as this project meets the required actions of CEQA Guidelines Section 15183 - Projects Consistent with a Community Plan or Zoning, because it involves direction to staff to adopt and implement design standards, which will not cause significant environmental impact and implements a uniformly applied development policy or standard that is consistent with the General Plan Housing Element policy to further regulate multi-family residential development. This determination is predicated on Section 15004 of the CEQA Guidelines, which provides direction to lead agencies on the appropriate timing for environmental review. The project(s) for which the proposed design standards are utilized or are intended for may require the preparation of an environmental document as part of project review in accordance with the CEQA Guidelines (Attachment 3).

ATTACHMENTS
1) Urgency Ordinance No. U-590-23
2) Proposed Ordinance No. 595-23
3) CEQA Notice of Exemption
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ORDINANCE NO. U-590-23

AN URGENCY ORDINANCE OF THE CITY COUNCIL OF THE CITY OF MURRIETA, CALIFORNIA, AMENDING TITLE 16 OF THE MURRIETA MUNICIPAL CODE TO REVISE THE CITY’S DEVELOPMENT CODE,

TO IMPLEMENT MUL TI-FAMILY RESIDENTIAL AND MIXED -USE

RESIDENTIAL OBJECTIVE DESIGN STANDARDS
WHEREAS, California Government Code section 36937(b) authorizes the City Council to adopt, as an urgency measure, an interim ordinance for the immediate preservation of the public peace, health or safety; and

WHEREAS, in 2017, the California Legislature approved a nd the Governor signed into law Senate Bill 35 (“SB 35”), effective January 1, 2018, which among other things, allowed for by-right approval of housing developments only subject to objective standards; and WHEREAS, SB 35 allows local agencies to adopt obj ective design and development standards for Multi-Family Residential projects; and
WHEREAS, SB 35 took effect January 1, 2018, and preempted any conflicting city ordinance; and
WHEREAS, in 2022, the California Legislature approved and the Governor signed into law Assembly Bill 2011 (“AB 2011”), which among other things, allows for by-right approval of housing developments only subject to objective standards in zones that allow for office, retail, and parking primary uses, such as in the City’s Commercial, Office, and Innovation zones; and WHEREAS, AB 2011 allows local agencies to adopt objective design and development standards for Multi-Family Residential projects in zones that allow fo r office, retail, and parking uses; and
WHEREAS, AB 2011 takes effect July 1, 2023, and preempts any conflicting city ordinance; and
WHEREAS, the City desires to amend its local regulatory scheme to comply with and implement the Governm ent Code, in part, specifically subject to SB 35 and AB 2011 , and to appropriately regulate projects under State law; and
WHEREAS, there is a current and immediate threat to the public health, safety, or welfare based on the passage of AB 2011 because the City currently lacks adequate local objective standards to regulate projects governed by AB 2011, meaning that if the City does not immediately adopt appropriate objective standards for Multi -Family Residential and Mixed -Use Residential development projects that are consistent with AB 2011, then as of July 1, 2023, the City’s review of such projects would be limited to application of the few objective standards that currently exist in the City of Murrieta Municipal Code (including Title 16, The Development Code), and which did not anticipate Multi -Family and Mixed -Use residential developments in commercial, office and innovation zoning districts as contemplated by AB 2011, and thus the Municipal Code lacks the objective standards necessary to protect and preserve the local community; and

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WHEREAS, the approval of Multi -Family Residential and Mixed -Use Residential development projects in various zoning districts based solely on the default standards currently in the City’s Municipal Code, without appropriate regulations governing project design, site planning, building massing, height, setback, landscape, building type, architectural review, and similar criteria, would threaten the character of existing neighborhoods, and negatively impact property values, personal privacy, and fire safety. These threats to public safety, health, and welfare justify adoption of this ordinance as an urgency ordinance to be effective p rior to July 1, 2023; and

WHEREAS, as part of the implementation of the City’s Housing Element Update the City prepared this Development Code Amendment to implement Multi-Family Residential and Mixed Use Residential Objective Design Standards consistent with the policy program for these standards; and
WHEREAS, on June 22, 2022 , and April 12, 2023 , the City of Murrieta Planning Commission held public workshops on the City’s initial approach to the Objective Design Standards, and as the Standards were released for public review, providing suggested revisions and comments regarding the Standards; and
WHEREAS, on May 2, 2023 , the City Council of the City of Murrieta considered the proposed Development Code Amendment, at which was presented the staff report and evidence in the record to support the findings required by the Murrieta Development Code Section 16.13; and WHEREAS, to protect public safety, health, and welfare, the City Council may adopt this ordinance as an urgency measure in accordance with the City of Murrieta Municipal Code.

NOW, THEREFORE, BE IT RESOLVED that the City Council of the City of Murrieta does ordain as follows:

SECTION 1. RECITALS
The recitals above are each incorporated by reference and adopted as findings by the City Council.

SECTION 2. FINDINGS
Based upon the substantial evidence presented to the City Council on May 2, 2023 , including written and oral staff reports and public and applicant written and oral testimony, and in accordance with Murrieta Development Code Chapter 16.58, the City Council of the City of Murrieta approves the Multi-Family Residential and Mixed -Use Res idential Objective Design Standards Development Code Amendment in accordance with the following findings pursuant to Development Code Section 16.58.080:

Findings and Recommended Approval for Development Code Amendments:
a. The proposed amendment ensures and maintains internal consistency with all of the objectives, policies, general plan land uses, programs and actions of all elements of the general plan;

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FACTS: The Development Code is the primary tool for implementing the General Plan, providing regulating standards, identification of permitted uses, and other regulations that support the proper implementation of the General Plan Land Use Element. This Development Code Amendment updates and amends sections 16.xx and 16.xx8, in order to implement Multi-Family Residential and Mixed -Use Residential Objective Design Standards throughout the City’s Development Code.

The Objective Design Standards is an implementation measure of the City’s proposed Housing Element Update and maintain consistency between the Housing Element and the Land Use Element as a measure to be applied to Multi-Family and Mixed-Use Residential development projects in any zone in the City. b. The proposed amendment would not be detrimental to the public convenience, health, safety or general welfare of the city;

FACTS: The General Plan will promote the health, safety, and welfare of the City through the listed goals and policies included within each element, the proposed project includes Multi-Family Residential and Mixed -Use Residen tial Objective Design Standards consistent with the Housing Element goals to develop and implement these standards . There are not considered to be any impacts to the environment from the project, therefore it would not be detrimental to the public convenience, health, safety, or general welfare of the city. c. The proposed amendment is internally consistent with other applicable provisions of the development code.

FACTS: The proposed amendment has been integrated into the Code and aligns with the Multi-Family Land Use Designation and others, in order to allow various types of multi-family projects in the City that could be proposed in any zone. The existing zones in the Development Code include the appropriate uses and standards required for each zone, which allow for multi -family residential and mixed -use residential uses with additional detail provided for specific types of projects in the Objective Design Standards consistent with the existin g provisions in the Development Code. The amendment has been drafted to integrate and implement the Objective Design Standards with the Development Code and thereby, is internally consistent.
d. The proposed amendment is in compliance with the provision of the California Environmental Quality Act (CEQA).

FACTS: The project has been evaluated pursuant to CEQA. The proposed action is exempt from the California Environmental Quality Act (CEQA) as this meets the required actions of CEQA Guidelines Section 15183 Projects Consistent with a Community Plan or Zoning because it involves direction to staff to adopt and implement Design Standards, which will not cause significant environmental impact and implements a uniformly applied development policy or standard that is consistent with the General Plan Housing Element policy to further regulate multi- DocuSign Envelope ID: 1DF62206-F62A-477B-8E08-5259CFD4B89D 516878
family residential development. This determination is predicated on Section 15004 of the guidelines, which provides direction to lead agencies on the approp riate timing for environmental review. The project(s) for which the Design Guidelines are utilized or are intended for may require the preparation of an environmental document as part of their project(s) review in accordance with State CEQA Guidelines. Therefore the project of adopting objective design standards is exempt under the CEQA Guidelines as the project would not cause a significant effect on the environment. Staff and recommends that the City Council find that the project is exempt from CEQA, acc ept the NOE , and direct staff t o record and file the document under CEQA and the CEQA Guidelines (14 California Code of Regulations [CCR] Section 1500 et seq.).

SECTION 3. URGENCY FINDINGS
A. Since the City does not currently have complete objective development standards for Multi- Family Residential and Mixed -Use Residential development, the City is allowed only to ministerially permit such development applications in accordance with the minima l standards set forth in the Development Code and state and local building codes.

B. The reliance on such minimal standards without the adoption of permitted local City regulations would enable the ministerial allowance of Multi -Family projects that may be detrimental to surrounding properties.

C. The expeditious adoption of objective development standards for Multi-Family Residential and Mixed-Use Residential development through this Urgency Ordinance would ensure both compliance with State laws and the i mplementation of local health and safety standards addressing health and safety concerns created by Multi -Family Residential and Mixed-Use Residential development.

SECTION 4. MUNICIPAL CODE AMENDMENT
The First paragraph of Section 16.08.040 of Title 16 of the Development Code of the Murrieta Municipal Code is hereby amended to read as follows:
“16.08.040 Multi-family Residential Design Standards.

The following standards and design features and the City’s Multi-Family Residential and Mixed- Use Objective Design Standards, as adopted by ordinance or resolution of the City Council and incorporated as part of this section by reference, are provided to ensure a level of quality that must be compi led with or satisfied in all multi -family residential developments. Standards are mandatory requirements for all multi -family residential developments. Design features are provided to allow flexibility by providing options for implementing specific standards. In order to meet a certain standard, one or a combination of design features shall be incorporated into the project’s design. In some instances, there will be no design feature(s) identified for a particular standard and this will be noted. In the event of a conflict between a standard or feature set forth below and a standard or feature set forth in the City’s adopted Multi -Family Residential and Mixed-Use Objective Design Standards, the most recently adopted revision shall control.”

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SECTION 5. ADOPTION OF OBJECTIVE DESIGN STANDARDS
The City hereby adopts Multi-Family Residential and Mixed -Use Residential Objective Design Standards, attached hereto as Exhibit A, for 45 days unless this Ordinance is extended or until such time that the Ordinance is replaced by a Resolution of the City Council but in any event no later than December 31, 2023, whichever occurs first.

SECTION 6. EFFECTIVE DATE
This ordinance takes effect immediately upon its adoption by a 4/5ths vote of the City Council.

SECTION 7. SEVERABILITY.

If any provision of this ordinance or the application thereof to any person or circumstance is held invalid, such invalidity shall not affect other provisions or applications, and to this end the provisions of this ordinance are declared to be severable.

SECTION 8. NOTICE OF ADOPTION.

Within fifteen (15) days after the adoption of the ordinance, the City Clerk shall publish a summary of the ordinance with the names of the council members voting for and against the ordinance.

SECTION 8. CEQA EXEMPTION.

The City Council hereby directs staff to prepare, execute, and file with the Riverside County Clerk a notice of exemption within five (5) working days of the adoption of this Ordinance.

ADOPTED by the City Council, signed by the Mayor, and attested by the City Clerk this 2nd day of May, 2023.

_______________________________
Lisa DeForest, Mayor

ATTEST:

____________________________
Cristal McDonald, City Clerk

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APPROVED AS TO FORM:

____________________________
Tiffany J. Israel, City Attorney

STATE OF CALIFORNIA )
COUNTY OF RIVERSIDE )§ CITY

OF MURRIETA )
I, Cristal McDonald, City Clerk of the City of Murrieta, California, do hereby certify that the foregoing Ordinance No. U590-23 was duly passed and adopted by the City Council of the City of Murrieta at the regular meeting thereof, held on the 2nd day of May, 2023, and was signed by the Mayor of the said City, and that the same was passed and adopted by the following vote:

AYES:

NOES:

ABSENT:

ABSTAIN:
___________________________
Cristal McDonald, City Clerk
I, Cristal McDonald, City Clerk of the City of Murrieta, California further certify that Ordinance No. U590-23 was duly published according to law and the order of the City Council of said City and the same was so published in Press Enterprise, a newspaper of general circulation on the following date(s):

Adopted Ordinance: , 2023.

In witness whereof, I have hereunto subscribed my name this __ day of ______________, 2023.

___________________________
Cristal McDonald, City Clerk
None
None
None
Warren, Levell, Holliday, Stone, DeForest
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May 12
519881
[ Exhibit A- Multi-Family Residential and Mixed-Use Residential Objective Design Standards ] DocuSign Envelope ID: 1DF62206-F62A-477B-8E08-5259CFD4B89D 520882

MULTI-FAMILY RESIDENTIAL
& MIXED-USE RESIDENTIAL

OBJECTIVE DESIGN STANDARDS
CITY OF MURRIETA | CA
DRAFT, APRIL 2023
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ACKNOWLEDGMENT
Prepared for:

Prepared by:

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Chapter 1. Purpose ......................................................................................5

1.1 Introduction ..................................................................................... 7

1.2 Purpose ............................................................................................... 7

1.3 Who Is This Document For? ........................................................ 8

1.4 Where Do the Guidelines Apply? .............................................. 8

1.5 How to use this Document? ......................................................14 Chapter 2. General Standar ds ..................................................................9

2.1 Site Planning ...................................................................................18

2.2 Parking ...............................................................................................21

2.4 Common Open Space .................................................................26

2.5 R
ecreational Amenities ...............................................................28

2.6 Private Open Space ......................................................................29

2.7 Landscaping ....................................................................................30

2.8 Frontage T
ypes ...............................................................................32

2.9 Exterior Lighting ............................................................................37

TABLE OF CONTENTS
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2.10 Trash & Recycling Enclosure ...................................................38

2.11 Door Bells ......................................................................................39 Chapter 3. Building Types .........................................................................9

3.1 Low rise (2 or 3 stories) ...............................................................40

3.2 Mid-Rise (4-6 stories) ..................................................................47

3.3 High-Rise (7 stories or More) ...................................................51 Chapter 4. Archit ectural Styles

4.1 Mission - Spanish Colonial Revival .........................................56

4.2 Craftsman .........................................................................................62

4.3 American Mercantile ....................................................................68

4.4 Tuscan ................................................................................................74

4.5 Modern ..............................................................................................80

4.6 F
armhouse .......................................................................................86

4.7 Definitions ........................................................................................92 Chapter 5. Standar ds Compliance Checklists (to be provided later)

TABLE OF CONTENTS
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1.0 PURPOSE

1.1 Introduction

1.2 Purpose

1.3 Who Is This Document For?

1.4 Where Do the Guidelines Apply?

1.5 How to Use This Document?

1.6 User Guide
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OBJECTIVE DESIGN STANDARDS

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April 2023
6 1.1 INTRODUCTION
Development and design Standards regulate development intensity, style, size, and orientation. Objective Design Standards are measurable, verifiable, and quantifiable. They provide for a predictable and equitable path to housing approvals in an effort to streamline and support community consistent housing design.

1.2 PURPOSE
The city developed objective design standards (ODS) to support and guide the development of housing and affordable housing in Murrieta. As the state continues to experience a housing crisis and the availability of housing is a key issue, transparency and objectivity are both tools that can streamline and support the development of new housing. Additionally, the city must comply with state legislation (SB 35 and 330), which requires jurisdictions to review new multi- family and mixed-use residential housing projects ministerially or “over-the-counter,” guided by objective design and development standards. These new laws prevent cities from denying approvals for certain multifamily housing projects based on discretionary design guidelines. Additionally, ODS set standards that can improve the quality of design.

This document provides the required standards for housing development and complies with Senate Bill (SB) 35 and SB 330. The goal of this document is to provide clear and useful recommendations for the design, construction, review, and approval of residential and mixed-use development in Murrieta. Through this document, applicants and developers, as well as city staff, have a clear understanding of the City’s minimum design expectations. ODS are written as minimum standards for site and structure design but also offer various recommendations and guidelines for quality and character. Projects must also comply with all applicable building permit requirements, zoning code requirements and development standards as outlined.

SB 35

y A streamlined approval process for
h
ousing projects with a specified
amount of affordable housing.
y Ap
plies to jurisdictions that haven’t
made enough progress in meeting their
RHNA.
y Ap
plications must be for infill sites
and comply with existing GP or zoning
provisions.
y Ca
n only apply objective zoning,
subdivision, or design review standards
to determine consistency.
y ht
tps://www.hcd.ca.gov/policy-
research/docs/sb-35-guidelines-
update-final.pdf
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7 1.2.1 COMMUNITY INPUT
To inform and engage the public, the City released a survey regarding architectural styles and development preferences. The survey was available from November 2022 through February 2023 and garnered 56 responses. A mix of people from the community participated in the survey, including renters, homeowners, developers, and business owners.

Participants identified Spanish Colonial Revival, Craftsman, and Farmhouse as highly favorable architectural styles and noted that American Mercantile reflected historic properties of the community and best fits in the downtown and commercial areas. Participants also highlighted shared open space, trees, and bike and pedestrian pathways as priorities in development. The feedback received from the survey informed the development of these guidelines.

1.3 WHO IS THIS DOCUMENT FOR?
Developers
The document will provide clear direction for renovation and new construction. The checklist will serve as an information tool that will link the property owner and the designer/developer; it will also clarify the aspects of quality design.

Property Owners
The document will provide property owners with a clear understanding of the design elements that are desired for development projects in the City of Murrieta. This document will work in conjunction with the General Plan and Murrieta Development Code and will provide a clear set of expectations and responsibilities.

City Staff
City staff will use the guidelines in assisting applicants and their representatives with project processing. The document and checklist will serve as the basis for evaluating proposals for quality of design.

Review Bodies and Decision Makers
The document will provide the City of Murrieta Planning Commission, City Council, and other reviewing bodies with a basis for evaluating an application’s quality of design.
- GOVERNMENT CODE SECTIONS 65913.4 AND 66300 (A)
(7)
Objective Design Standards “involve no
personal or subjective judgment by a
public official and are uniformly verifiable
by reference to an external and uniform
benchmark or criterion available and
knowable by both the development
applicant or proponent and the public
official before submittal.”
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8 goals and create housing that is consistent with community character and the city’s standards.

Transit Oriented Development Overlay
The Transit Oriented Development (TOD) Overlay zone focuses on supporting more housing opportunity near economic centers and transportation. The Overlay has been applied to approximately 78 acres and encompasses land on either side of Interstate 15 (I-15).

The area is bounded by Los Alamos Road to the north, Jefferson Avenue to the west, Vista Murrieta and Hancock to the east, and Guava and Murrieta Hot Springs Road to the south. This area is also uniquely situated adjacent to the convergence of two freeways (I-15 and I-215) and along the route of the proposed High-Speed Rail.

The TOD zone creates more housing opportunity in a unique center of the city where existing commercial centers intersect with potential future transit. The overlay allows for housing at 30 dwelling units per acre with development standards for a variety of multifamily and moved housing. Future residential in this area can create a lively center for people who live and work in Murrieta or live in Murrieta and commute to the Temecula, San Diego, or Orange County area for work. Guidelines and standards to direct development are a key component to creating a dynamic, beautiful, and functioning area.

Multi-family Residential
Multi-family residential housing provides both ownership and rental opportunities to a variety of households. Single family homes can be unaffordable to portions of the population; so, families, young couples and those looking to transition into the housing market or college students and young professionals will rent or purchase smaller multi-family units. Additionally, affordable housing is commonly produced as multi-family housing.

Multi-family residential housing should be functional, accessible, and well designed. New state laws (SB9, SB6, AB2011) expand housing access in California and allow multifamily housing in both residential zones and commercial zones (With the appropriate standards and

1.4 WHERE DO THE GUIDELINES APPLY?
The ODS document provides guidance and standards for housing developments, which can be built in the following areas (as shown in Figure 1):
•
Multi-family Residential districts (MF-1, MF-2, MF-3, and MF- 4)
• Commercial, Office and Innovations districts through SB6 and AB2011 (given all criteria are met)
•
The Downtown Murrieta Specific Plan
• The Transit Oriented Development (T
OD) Overlay zone
A housing development project includes (1) a multi-family residential project with two or more units, or (2) a mixed-use development that includes housing. These standards apply citywide but shall not apply to a project if it is otherwise prohibited by State law.

Downtown Specific Plan
The City of Murrieta Downtown Specific Plan (DTSP) was adopted in March 2017. The Specific Plan focuses on creating a vibrant cultural center to serve the community in housing and economic needs. The Specific Plan area is located one-half mile west of Interstate 15 and is bordered by Kalmia Street to the north, Ivy Street to the south, Hayes Avenue to the west, and Jefferson Avenue to the east. The area covers approximately 320 gross acres.

The DTSP considers existing architecture in the city, historical precedence, and future growth to create a plan that both respects Murrieta’s heritage and engages new opportunities. The specific plan provides guidance for future development and land use decisions in the downtown area, and improves the area’s physical and economic environment. The vision for the downtown area is a place where the community can gather, live, and work and that can serve as place of community pride. The ODS guide will work in collaboration with the DTSP to provide guidance and standards in order to achieve such DocuSign Envelope ID: 1DF62206-F62A-477B-8E08-5259CFD4B89D 528890
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9 conditions met). The ODS document will streamline and standardize the approach to housing in Murrieta to ensure quality design and development, while meeting the requirements of state laws.

Innovation, Commercial and Office
AB 2011, the Affordable Housing and High Road Jobs Act of 2022, and SB 6, the Middle-Class Housing Act of 2022, are intended to permit residential development on sites currently zoned and designated for commercial or retail uses. Both bills were signed into law in 2022, effective July 2023.
•
AB 2011: This bill creates a CEQA-exempt, ministerial approval process for multifamily housing developments on sites
within a zone where office, retail or parking is the principally permitted use. The law provides different qualifying criteria for 100-percent affordable projects, and mixed-income
projects located in “commercial corridors.” AB 2011 also requires projects to pay prevailing wages to construction workers, among other labor standards.
•
SB 6: A project proposed under SB 6 may be either a
100-percent residential project or a mixed-use project where at least 50 percent of the square footage is dedicated to residential uses. SB 6 projects are not exempt from CEQA but need not provide any affordable housing. SB 6 also requires projects to pay prevailing wages and utilized a “skilled and trained workforce.”
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10 Figure 1. OBJ eCTiVe DeSigN STANDA rD S APPL iCA BLe AreAS Multi-Family 3/4, Residential
Office Research Park
Neighborhood Commercial
Innovation
Office
Regional Commercial
Community Commercial
Multi-Family 1, Residential
Multi-Family 2, Residential
Downtown Murrieta SP
Specific Plans
Zoning
TOD Overlay
Overlay
Legend
City of Murrieta
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OBJECTIVE DESIGN STANDARDS

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April 2023
11 The MF-1 zoning district is applied to parcels
appropriate for low density multi-family
subdivisions which may include stacked flats or
townhouse development, with ample amounts
of open space, including required commonly
maintained recreational and open space facilities.

Air space, or postage stamp subdivisions providing
individual ownership are allowed. The allowable
density range is from 10.1 to fifteen (15) units per
acre. Clustering of units to provide aggregate open
space is encouraged, with commonly maintained
open space, and on-site recreation facilities.

The MF-2 zoning district is applied to parcels
appropriate for high density multi-family
development, in which attached or detached
dwelling units may be air-space condominiums,
or rented as apartments under single ownership.

Senior housing, congregate care or group
facilities are allowed, with commonly maintained
recreational facilities and open space required. The
allowable density range is from 15.1 to eighteen
(18) units per acre.

The MF-3 zoning district is applied to parcels
appropriate for medium-high density multi-family
development, in which attached dwelling units,
senior housing and assisted living facilities are
allowed with commonly maintained recreational
facilities and open space required. The allowable
density range is eighteen 18.1 to 29 units per acre.

The MF-4 zoning district is applied to parcels
appropriate for higher density multi-family
development, in which attached dwelling units,
senior housing and assisted living facilities are
allowed with commonly maintained recreational
facilities and open space required. The allowable
density range is a minimum of 30 units per acre.

The Downtown Murrieta Specific Plan provides
guidance for future development of the Downtown
area. The Specific Plan is the primary document
to guide land use decisions, improve the area’s
physical and economic environment, and establish
the City’s goals and expectations for Downtown
development. The allowable density range for
multifamily development is 18 to 30 units per acre
and up to 24 for mixed use.

The TOD Overlay District allows a mixture of
residential and non-residential development in
close proximity to transit to encourage mixed
land uses for enhanced transit and pedestrian
activity. This designation is applied to parcels in
the designated TOD area, shown on the map.

The overlay intends to stimulate economic
development and reinvestment, create a
pedestrian-oriented mix of uses, facilitate well-
designed new mixed-use development and
encourage the development of a unique zone
character through a streetscape that provides
attractive features. Residential projects may be
developed at a minimum of 30 dwelling units per
acre.

Multi-Family Residential 1 District (MF-1)
Multi-Family Residential 4 District (MF-4)
Downtown Specific Plan (SP-8):

Transit Oriented Development (TOD)
Overlay
Multi-Family Residential 2 District (MF-2)
Multi-Family Residential 3 District (MF-3)
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April 2023
12 The Innovation District is applied to areas primarily for business and medical offices, corporate
headquarters, medical services, business campuses
with associated research and development
facilities, education, technological advancement,
makers labs such as people using digital tools
to design new products, and craftsman products
such as furniture and window design/construction.

A limited amount of commercial uses are allowed
within the Innovation Zoning District.

The Office zoning district is applied to areas
appropriate primarily for office uses with
commercial uses (financial, hotel, personal
services, restaurant, etc.) oriented to serve the
customers and employees of the office uses, and
limited community services to serve the residents
of the city.

The ORP zoning district is applied to areas
appropriate primarily for office, medical,
business campuses with associate research and
development facilities. Commercial uses (financial,
hotel, retail, personal service, and restaurant, etc.)
are intended as accessory or support uses for the
employees and customers of the office, business,
and medical uses with their associate and research
and development operations.

Innovation District (I)
Office District (O)
Office Research Park District (ORP)
The NC zone is applied to areas appropriate
for convenience shopping, including individual
retail and service uses and small destination
centers on sites generally three to ten acres in
size. Appropriate buffering between adjacent
residential designations is required.

The CC zone is applied to areas appropriate to
serve the daily shopping needs of the community,
including destination centers, supermarkets,
and smaller, single-lot, commercial activities.

Financial, office and restaurant activities are also
allowed. Appropriate buffering between adjacent
residential designations is required.

The RC zone is applied to areas appropriate for
major regional centers containing several major
anchor tenants, including, but not limited to,
financial, hotel, motel, restaurant, smaller retail,
theater, and accessory uses, with landscaping,
parking access, and signs designed and provided
in common.

Neighborhood Commercial District (NC)
Community Commercial District (CC)
Regional Commercial District (RC)
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April 2023
13 1.5 HOW TO USE THIS DOCUMENT?
The document includes the following:
• General Standar
ds: These apply to all residential and mixed-
use projects regardless of density, location, or style
• Standar
ds by Building Types: These apply based on project
height and building types. For example, if, a new mixed-use podium project is proposed at five (5) stories, standards from page 35 to 39 will apply.
•
Archit
ectural Styles: These apply based on chosen
architectural style for the proposed project. This section includes both minimum design standards as well as
recommended and optional designs.
•
Checklist: The checklist is a summary of all applicable standards based on location, project intensity and
architectural style. The checklist should be used prior to submittal to ensure all required standards are met and
understood by the applicant.

1.6 USER GUIDE
Step 1: Review the General Design Standards (Chapter 2 – Part A and B)
For new development to be appropriate and conducive to the surrounding environment, mass and scale shall respect adjacent building context and uses. The General Building Design Standards establish requirements on these issues. Chapter 2 also provides standards and guidance for site planning and appropriate project layout. Standards related to mixed-use development and entries and doorbells are also established here. These standards apply to all projects, regardless of the architectural style that is utilized for project design.

Step 2: Review the Design Standards by Building Types (Chapter 3)
While most multi-family residential development falls within the two (2) to four (4) story range in Murrieta, the development code allows residential development up to 100 feet in multifamily zones and up to 150 feet in the TOD zone. To create variety of scale and design, different building types shall adhere to the supplemental standards set forth in this chapter.

Step 3: Review the Architectural Style Standards (Chapter 4) The design and detailing of buildings are paramount to a quality environment, and the City of Murrieta is committed to authentic expressions of architectural style. Architectural design elements and materials shall be consistent throughout the project, recognizing that a building is 3-dimensional and must be well designed on all sides.

Detailing, choice of materials, window and door choices shall reinforce the overall project design. To provide guidance on architectural styles, the standards offer a menu of architectural traditions individual buildings may be designed in. The styles are as follows:
•
Mission - Spanish Colonial Revival
• Craftsman
• American Mercantile
• Tuscan
• Modern
• Farmhouse
Within each
style description, various elements related to roof forms, windows, decorative details, and other topics are enumerated. The Architectural Style Standards require certain elements, while other decorative elements may be selected from a menu of options. To encourage variety in design, projects proposed with more than 15 buildings must utilize more than one architectural style. However, styles may not be mixed within a single building.

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14 While architectural styles provide design and visual diversity in many areas of the city, they can also emphasize the historic and cultural significance of areas. For this reason, architectural styles are required or limited to the specific zones detailed in Table 1.1.

Step 4: Review the Murrieta Development Code and Complete the ODS Checklist (Chapter 5)
All developments must comply with the standards of the Murrieta Municipal Code Title 16 (Zoning), and any applicable Specific Plan.

To summarize requirements, this document includes a checklist of the standards as they relate to product type and location. The checklist should be reviewed and completed prior to project submittal to ensure all requirements are met and all guidelines have been considered.

Step 5: Consult with the Community Development Department (Planning)
It is highly recommended for prospective applicants to meet with planning staff and obtain and become familiar with the application and submittal requirements for a project, prior to a formal submittal.

Additionally, the Community Development Department requires a Pre-Application Service required for all projects. A pre-application allows applicants to receive staff review from various departments prior to a formal application submittal. Formal submittal will also include the signed checklist to be reviewed by planning staff, approval will not be given or determined without a signed checklist.

Applicants shall follow application procedures as directed by staff.

The City of Murrieta Municipal Code (MMC) establishes required procedures for submitting and reviewing development applications.

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15 TABLE 1.1 ARCHITECTURAL STYLES PERMITTED BY ZONE
ZONE
MAX

PERMITTED
HEIGHT 1

BUILDING TYPES PERMITTED ARCHITECTURAL STYLE NOTES
Downtown Murrieta
Specific Plan (DTSP)
100 Feet See Specific Plan » Mission - Spanish Colonial Revival (Max 6 stories) » Craf
tsman (Max 4 stories)
» American Mer
cantile (Max 8 stories)
The following styles may be built up
to 4 stories, provided the fourth story
is less than 70 percent of the ground
floor footprint:
» Craf
tsman
Multi-Family 1 (MF-1) 50 Feet T ownhome, multiplex,
Garden
» Mission - Spanish Colonial Revival (Max 6 stories)
» Craf
tsman (Max 3 stories)
» T
uscan (Max 4 stories)
» F
armhouse (Max 3 stories)
The following styles may be built up
to 4 stories, provided the fourth story
is less than 70 percent of the ground
floor footprint:
» Craf
tsman
» F
armhouse
Multi-Family 2 (MF-2) 50 Feet T ownhome, multiplex,
Garden
» Mission - Spanish Colonial Revival (Max 6 stories)
» Craf
tsman (Max 3 stories)
» T
uscan (Max 4 stories)
» F
armhouse (Max 3 stories)
See above, same as MF-1.

Multi-Family 3 (MF-3) 100 Feet T ownhome, Multiplex,
Garden, Wrap, Podium
» Mission - Spanish Colonial Revival (Max 6 stories)
» Craf
tsman (Max 3 stories)
» T
uscan (Max 4 stories)
» F
armhouse (Max 3 stories)
See above, same as MF-1.

Multi-Family 4 (MF-4) 100 Feet T ownhome, Multiplex,
Garden, Wrap, Podium
» Mission - Spanish Colonial Revival (Max 6 stories)
» T
uscan (Max 4 stories)
See above, same as MF-1.

T ransit Oriented
Development
(TOD) Overlay
150 Feet Garden, Wrap, Podium,
T ower
» Mission - Spanish Colonial Revival (Max 6 stories)
» American Mer
cantile (Max 8 stories)
» Moder
n (No limit)
» F
armhouse (Max 4 stories)
The following styles may be built up
to 4 stories, provided the fourth story
is less than 70 percent of the ground
floor footprint:
» F
armhouse
Commercial, Office
and Innovation
(per SB 6 and 2011)
Varies by location T ownhome, Multiplex,
Garden, Wrap, Podium
» Moder
n (Varies by location)
» F
armhouse (Varies by location)
NOTES: 1. BUILDING HEIGHT AS DEFINED BY THE MURRIETA DEVELOPMENT CODE.

The following style is only allowed in
Office and Innovation:
>> Modern
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2.0 GENERAL

STANDARDS

2.1 Site Planning

2.2 Building Orientation

2.3 Standard Parking

2.4 Tandem Parking

2.5 Common Open Space

2.6 Private Open Space

2.7 Landscaping

2.8 Frontage Types

2.9 Lighting

2.10 Trash & Recycling Enclosure

2.11 Door Bells
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17 2.1 SITE PLANNING
a. Site design requirements (including density, building height, site coverage, setbacks, parking ratio, and open space requirement) shall be that specified for the zoning district in which the project is located.
b.

Residential complex developments with 8-14 buildings1 shall provide a minimum of two (2) distinct color schemes. A single- color scheme shall be dedicated to no less than 30% of all residential buildings.
c.

Residential complex developments with 15-29 buildings shall provide the following. The number of buildings in single style shall be no less than 30%.
i.

Two architectural styles from Chapter 4, and
;
ii. Two distinct different color schemes.
d. Residential complex developments with 30 or more buildings shall provide the following. The number of buildings in single style shall be no less than 30%.
i.

Three architectural styles from Chapter 4, and;
ii. Three distinct different color schemes.
e. Pedestrian linkages to nearby neighborhoods, schools, parks, commercial projects, and parking areas shall be provided. f. Architectural styles capped at three (3) stories (ie. Craftsman and Farmhouse) may be allowed to build an additional story if the fourth story footprint is less than 70 percent of the ground level footprint.
1 EXCLUDING EXCLUDE NON -RESIDENTIAL BUILDINGS SUCH AS COMMONS BUILDINGS, CARPORTS, SERVICE STRUCTURES, ETC.

Buildings along streets shall provide visual interest by using different layouts or architectural features.

Large residential complex developments shall provide diversity through different architectural styles or colors.

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18 g. Larger projects (greater than 150 units) shall contain at least two of the following to reduce the appearance of bulk:
• Vary roof heights
• Vertical planes
• Different materials and colors
h. Roof forms and roof lines should be broken into a series of smaller building components when viewed from the street.

Long, linear unbroken roof lines shall not exceed 50 feet. i.

Visual interest shall be provided through architectural variety, especially where several new buildings face streets, such as by using different layouts and/ or architectural features. Abutting buildings shall have complimentary architectural styles. j.

Proposed cut and fill slopes shall be rounded off both
horizontally and vertically.
k.

Where pedestrian circulation crosses vehicular routes, a change in grade materials, textures or colors shall be provided to emphasize the conflict point and improve its visibility and safety. l.

Orient buildings towards public (and private) streets to positively define street edges. Buildings located adjacent to both public streets and public open space amenities, such as parks, shall be designed with a dual orientation.
m.

A minimum of 60 percent of the street frontage shall be devoted to buildings. The remaining 40 percent may be devoted to parking, landscaping, and driveways. Except for urban area or area with slope restrictions
n.

Except for garage entrances, structured parking shall not be visible from the primary streets or any public open space.

Arrange buildings to create open space
Min. 60% shall be buildings
Building shall be designed with a dual orientation when it is adjacent to both street and open space.

STREET
PARK
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19 o. Loading docks and service areas on a corner lot must be accessed from the side street.
p. Gates which control vehicular and pedestrian access to a residential site are considered privacy gates, and shall be subject to review and approval of the Development Services Department and Fire Department.
q.

Arrange buildings to provide functional common outdoors spaces (such as courtyards, paseos, or parks) for the use of residents. r.

If adjacent to a single-family residential zone, buildings shall be designed so as not to have a direct line-of-sight into adjacent units or onto private patios or backyards adjoining the property line. This can be accomplished through:
•
Stepbacks of upper stories, (setback and stepback distance see T
able 16.08-4 in MMC 16.08.020)
• Windows or balconies placement
• Use of clerestory windows, glass block, or opaque glass • Mature landscaping within the rear or side setback areas s. Residential structures on the same lot (not attached) shall maintain a minimum separation of at least ten (10) feet for one-story structures, fifteen (15) feet for two-story structures, and 20 feet for three-story structures. (MMC 16.18.130)
t.

Mixed-use Building Orientation shall comply with all the standards mentioned above and the following standards.
•
Commercial/Office Units. Commercial/Office unit entrances shall face the street, a parking area, or an interior common space. • Entrances to residential units shall be physically separated from the entrance to the permitted commercial uses and clearly marked with a physical feature.

Large plants create a living privacy wall that block the direct line-of-sight and protect the privacy of the adjacent single family property.

Commercial/Office unit entrances shall face the street, a parking area, or an interior common space.

MUTI-FAMILY SINGLE -FAMILY
(TWO-STORY)
MIN 15’
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20 2.2 PARKING

2.2.1 SURFA CE PARKING
a. Parking lots shall be placed to the side or rear of buildings.

There shall be no vehicular parking between townhouse fronts and the public right-or way.
b.

Parking lots shall be connected to all building entrances by means of internal pedestrian walkways
c.

Landscaped planters shall be not less than five (5) feet in width in all interior dimensions.
d.

Adjacent to Side or Rear Property Lines: P
arking areas shall
provide a perimeter landscaped strip at least five feet wide. e. Adjacent to Streets: P
arking areas shall provide a perimeter
landscaped strip at least fifteen (15) feet wide between the street right-of-way and parking area.
f.

Lighting standards shall comply with MMC 16.18.110 with a minimum of one footcandle throughout the parking area and two-foot candles at ground level in front of the entrance/exit. g.

Access drives shall be located at least 200 feet apart and at least 100 feet from property lines and street intersections unless an approved shared drive is provided, or the driveway location does not create a traffic hazard to adjacent property. (MMC

16.08.040).
h.

Maximum number of driveway:
• One driveway for lot frontage up to 150 feet
MIN. 9’X18’ MIN. 5’
Min. 5’
A landscaped island shall be at least five feet in all interior dimensions.

Parking areas adjacent to a side or rear property line, a minimum of 5-foot wide landscape buffer shall be provided. Parking area adjacent to public rights-of-way shall provide a minimum of 15-foot wide landscape buffer.

MAX. INTERVAL: 10 SPACES
5’ MIN
PL
Parking standards shall comply with the standards stated in Murrieta Municipal Code (MMC) 16.08.040 and MMC 16.34, as well as the following:
15’ MIN

PL/ ROW
DocuSign Envelope ID: 1DF62206-F62A-477B-8E08-5259CFD4B89D 540902
& MIXED USE RESIDENTIAL

OBJECTIVE DESIGN STANDARDS

MULTI-FAMILY RESIDENTIAL
City of Murrieta | CA
April 2023
21 • Two driveways for lot frontage 150 feet to 299 feet • One driveway for each additional 300 feet
i. Bicycle parking requirement shall comply with the standards in MMC 16.34.090
j. Numbers of required vehicle parking space are listed under MMC 16.34.040 Table 3.7
k.

Disabled/Handicapped Parking R
equirements shall comply with
the standards in MMC 16.34.060.
l. Electric Vehicle P
arking. Electric vehicle parking spaces shall be
implemented consistent with Section 16.44.115 (Electric Vehicle Parking Requirements) and California Vehicle Code Section 22511.2.
m.

Open parking areas shall be screened from view from adjacent properties and streets using walls, berms and/or evergreen landscaping.
n.

Parking lot landscaping shall be located so as to discourage pedestrians from having to cross any landscaped areas to reach building entrances from parked cars.

2.2.2 RESIDENTIAL GARAGE
a. Garage doors may occupy no more than 40 percent of a building’s street frontage and shall be recessed a minimum of eighteen (18) inches from a street-facing wall plane.
b.

Surface parking shall be located to the side or rear of the building. 1-Car Garage
10’x20’
2-Car Garage
20’x20’
DocuSign Envelope ID: 1DF62206-F62A-477B-8E08-5259CFD4B89D 541903
& MIXED USE RESIDENTIAL

OBJECTIVE DESIGN STANDARDS

MULTI-FAMILY RESIDENTIAL
City of Murrieta | CA
April 2023
22 • Arbor or other similar projecting feature above the garage doors.
• Landscaping occupying 50 percent or more of driveway area serving the garage (e.g, “ribbon” driveway with landscaping between two parallel strips of pavement for vehicle tires) c.

Minimum Interior Dimensions for Residential Enclosed Garages. • A single-car garage shall be at least ten (10) feet wide and 20 feet long.
• A standard double-car garage shall be at least 20 feet wide and 20 feet long.
•
Each garage space shall be equipped with an automatic door opener and a roll-up sectional or similar garage door which does not extend onto the apron. On multifamily dwellings, a security gate on a multi-space garage is permitted.
d.

Numbers of required off-street parking space and bicycle parking slots are listed under MMC 1107.0304.
e.

For attached private garage, the design shall include adequate space for waste/solid storage and a water heater unit.

2.2.3 PARKING STRUCTURE AND LOADING
a. Any driveway providing access to a parking structure shall have a minimum width of 28 feet.
b.

Parked vehicles at each level within the structure shall be shielded from view from adjoining streets
c.

The exterior elevations of parking structures shall be designed to minimize the use of blank concrete facades. This can be accomplished through the use of textured concrete, planters or trellises, or other architectural treatments
Any driveway providing access to a parking structure shall have a minimum width of 28 feet.

DocuSign Envelope ID: 1DF62206-F62A-477B-8E08-5259CFD4B89D 542904
& MIXED USE RESIDENTIAL

OBJECTIVE DESIGN STANDARDS

MULTI-FAMILY RESIDENTIAL
City of Murrieta | CA
April 2023
23 d. If a toll or fee booth is located in the driveway area, the driveways on either side of the booth shall have a minimum width of fourteen (14) feet.
e.

Three hundred (300) feet shall be the maximum length of a parking aisle without being intersected by another parking aisle or driveway.
f.

The parking areas of sloped floor parking structures shall not exceed a grade of five (5) percent as measured across the width of a 90 degree parking stall. The grade of a straight internal ramp shall not exceed fifteen (15) percent. The grade of a circular ramp shall not exceed twelve (12) percent as measured at the outside ramp wall.
g.

A straight one-way ramp shall be at least fourteen (14) feet in width. A two-way ramp shall be at least 24 feet in width. The minimum outside wall radius of a circular ramp shall be 36 feet. h.

All ramps shall be provided with transition zones at the top and bottom of the ramp. Ramps with a grade of ten (10) percent or less shall have a transition zone at least eight (8) feet in length.

Ramps with a grade of greater than 10 percent shall have transition zones at least twelve (12) feet in length. The grade of a transition zone shall not exceed one-half (1/2) the grade of the ramp it serves.
i.

Minimum lighting requirement of entrances and exits is 50 footcandles. Minimum lighting requirement of parking areas is five (5) footcandles.
j.

The minimum distance of entry/exits from corner intersections is 150 feet.
k.

Large illuminated signs with architectural features, such as an arch, canopy shall be used at the entrance to emphasize the facility entry and attract patrons.

DocuSign Envelope ID: 1DF62206-F62A-477B-8E08-5259CFD4B89D 543905
& MIXED USE RESIDENTIAL

OBJECTIVE DESIGN STANDARDS

MULTI-FAMILY RESIDENTIAL
City of Murrieta | CA
April 2023
24 l. Off-Street Loading Space Requirements
m. One loading space is required in any parking lot with fifteen (15) or more spaces serving any nonresidential or mixed use. n. Loading docks and service areas are prohibited on the primary street building frontage.
o.

Loading requirement are listed under MMC 16.34.100.

2.2.4 TANDEM PARKING
a. Tandem parking may be permitted to satisfy the off-street parking requirement for a residential unit in accordance with the following.
•
No more than two vehicles shall be placed one behind the other.
• Both spaces shall be assigned to a single dwelling unit. • The tandem parking bay shall be a minimum 40 feet by ten (10) feet in interior dimension.
•
Tandem parking to meet required parking for multi-unit
development shall be located within an enclosed structure and the number of tandem parking spaces shall not exceed 50 percent of the total provided number of spaces.
•
Tandem parking shall not be used to satisfy the parking requirement for guest parking.
•
The minimum vertical clearance for shall be eight (8) feet (per MMC 16.34.070).
2-Car Tandem Parking
10’x40’
DocuSign Envelope ID: 1DF62206-F62A-477B-8E08-5259CFD4B89D 544906
& MIXED USE RESIDENTIAL

OBJECTIVE DESIGN STANDARDS

MULTI-FAMILY RESIDENTIAL
City of Murrieta | CA
April 2023
25 b. In projects containing fewer that ten (10) units, the common open space shall have a minimum width and depth of ten (10) feet. c. In projects containing ten (10) or more or units, where the required common area is less than 3,000 square feet, the common outdoor space shall be concentrated in one area. The common recreation area shall be at least 25 feet in width. Where the required common area is 3,000 square feet or more, the space may be divided among multiple areas; provided, that at least one recreation area is a minimum of 2,000 square feet in area with a minimum width of 25 feet. All other areas shall be at least 1,000 square feet in area with a minimum width of ten (10) feet. d.

Primary common open space shall not be located at an extreme edge of the property or dispersing smaller less usable areas throughout the site.
e.

Residential units shall be within a 1/4 mile (1,320 feet) walking distance of common open space.
f.

Minimum Open Space Requirement:

2.3 COMMON OPEN SPACE
Common open space shall include common amenities (such as community gardens and tot lot) and landscaping.

Common open space shall centrally located and accessible to all the residents. At least one side of the common open space shall border residential buildings.

FUTURE

BEYER BLVD

CALIENTE AVE

SAN YSIDRO

HIGH SCHOOL
OTAY M

ESA ROAD

UNITED STATES
MEXICO
N
0’
1”=300’ Scale May 29, 2018
300’ 600’ 1200’

SOUTH OTAY MESA SPECIFIC PLAN
Illustrative Site Plan
Common
Open Space
Paseos

ZONE COMMON

OPEN SPACE

PRIVATE OPEN
SPACE

RECREATIONAL

AMENITIES
MF-1 200 sq. ft. 60 sq. ft./upper floor
100 sq. ft./ground floor
For projects
containing 25 or
more dwelling
units, provide
one recreational
amenity for each
30 dwelling units
or fraction thereof
MF-2 200 sq. ft. 60 sq. ft./upper floor
100 sq. ft./ground floor
MF-3 150 sq. ft. All units 50 sq. ft.

MF-4 150 sq. ft. All units 50 sq. ft.

DTSP 150 sq. ft. See Specific Plan
TOD 150 sq. ft. All units 50 sq. ft.

Others 150 sq. ft. All units 50 sq. ft.
g. Pedestrian walkways shall connect the common open space to a public right-of-way or building entrance.

DocuSign Envelope ID: 1DF62206-F62A-477B-8E08-5259CFD4B89D 545907
& MIXED USE RESIDENTIAL

OBJECTIVE DESIGN STANDARDS

MULTI-FAMILY RESIDENTIAL
City of Murrieta | CA
April 2023
26 h. Open space areas shall not be located directly next to arterial streets, service areas, or adjacent commercial development to ensure they are sheltered from the noise and traffic of adjacent streets or other incompatible uses. Alternatively, a minimum of ten (10) foot wide dense landscaping shall be provided as screening.
i.

An area of usable common open space shall not exceed an average grade of ten (10) percent. The area may include landscaping, walks, recreational facilities, and small decorative objects such as artwork and fountains.
j.

All common open spaces shall include seatings and lights. Site furniture shall use graffiti-resistant material and/or coating and skateboard deterrents to retain the site furniture’s attractiveness. k.

Forecourt must be enclosed on at least three sides by buildings.

The minimum dimension of any side is 40 feet.
l.

Developments that include 30 or more dwelling units shall include at least one play area for children (except for age- restricted to senior citizens; or located within 300 feet of a public park). Such play area shall:
•
Have a minimum dimension of 20 feet in any direction and a minimum area of 600 square feet.
• Contain play equipment, including equipment designed for children age five years and younger.
•
Be visible from multiple dwelling units within the project. • Be protected from any adjacent streets or parking lots with a fence or other barrier at least four (4) feet in height. m.

Multifamily developments exceeding 150 units, shall have at least two common open space areas and shall incorporate activities for different age groups.

Ground Level Open Space
Min. 10’ Common Open Space
Min. 20’
Balcony
Min. 5’
Public Walkway
Min. 5’ wide
Parking, loading,
driveways, and
service areas shall
not be counted as
usable open space
Balcony
Min. 5’
Min. 10’
Children play area shall be protected from any adjacent streets or parking lots with a fence or other barrier at least 4 feet in height.

DocuSign Envelope ID: 1DF62206-F62A-477B-8E08-5259CFD4B89D 546908
& MIXED USE RESIDENTIAL

OBJECTIVE DESIGN STANDARDS

MULTI-FAMILY RESIDENTIAL
City of Murrieta | CA
April 2023
27 2.4 RECREATIONAL AMENITIES
a. The required front yard area shall not be counted toward satisfying the common recreation area requirement.
b. Project shall include at least one children play area with a minimum dimension of 150 square feet.
c.

Unless otherw
ise approved by the Planning, Building and Public Works Director, required play spaces for children shall be accessible from all on-site dwellings by pedestrian paths separate from vehicular areas.
d.

All play areas shall be located away from high automobile traffic and shall be situated for maximum visibility from the dwelling units. e.

A play area for children under age five (5) shall be provided within direct visibility of common spaces.
f.

Senior housing and/or HOPA housing shall be exempt from the requirement to provide play areas, but shall provide areas of congregation that encourage physical activity.
g.

One common recreational amenity shall be provided for each 30 units or fraction thereof. Facilities that serve more people could be counted as two amenities. The following listed amenities satisfy the recreational requirements. •
Clubhouse at a minimum of 750 square feet (two)
• Swimming P
ool at a minimum of 15x30 feet or equal surface area (two) • Tennis, Basketball or Racquetball court
• Weightlifting facility
• Children’s playground at a minimum of 600 square feet • Sauna or Jacuzzi
• Day Care Facility (two)
• Other recreational amenities deemed adequate by the director. • Community garden
DocuSign Envelope ID: 1DF62206-F62A-477B-8E08-5259CFD4B89D 547909
& MIXED USE RESIDENTIAL

OBJECTIVE DESIGN STANDARDS

MULTI-FAMILY RESIDENTIAL
City of Murrieta | CA
April 2023
28 a. Private usable open space shall be accessible to only one living unit by a doorway or doorways to a habitable room or hallway of the unit.
b.

Private usable open space located on the ground level (e.g., yards, decks, patios) shall have no horizontal dimension less than ten (10) feet. Private open space located above ground level (e.g., porches, balconies) shall have no horizontal dimension less than six (6) feet.
c.

Above ground-level space shall have at least one exterior side open and unobstructed for at least eight (8) feet above floor level, except for incidental railings and balustrades.
d.

Guardrails on open-sided surfaces (like stairs, balconies, decks, porches, etc.) must be at least 36 inches in height.
e.

Balconies and decks facing shall have walls or railings that are at least 50 percent open.
f.

Private open spaces shall be contiguous to the units they serve and screened to a minimum height of four (4) feet by use of plant materials, solid walls, or building surface.

2.5 PRIVATE OPEN SPACE
Min. 6’
Min. 8’
Min. 10’
Standard 4.4.b and Standard 4.4.c: Private open space
minimum dimensions requirements.

Private Open Space at Ground Level Private Open Space at upper Level DocuSign Envelope ID: 1DF62206-F62A-477B-8E08-5259CFD4B89D 548910
& MIXED USE RESIDENTIAL

OBJECTIVE DESIGN STANDARDS

MULTI-FAMILY RESIDENTIAL
City of Murrieta | CA
April 2023
29 a. Landscaping materials shall comply with the following:
• Shrubs, of at least one-gallon size;
• Ground cover instead of grass/turf; and/or
• Decorative nonliving landscaping materials including, but not limited to, sand, stone, gravel, wood or water may be used to satisfy a maximum of 25 percent of the required landscaping area.
a.

Trees shall be planted in a manner which maximizes the shading of paved areas, outdoor seating, and both south- and west- facing windows
b.

The tree palette shall provide a balanced use of evergreen and deciduous trees
a.

A minimum of five (5) feet wide landscaping shall be
incorporated around the base of buildings (except for walkways and driveways) to soften the edge between parking, drive aisles and sidewalks.
b.

Development on sloped properties shall follow the natural contours of the land by use of design features listed in the MMC (section 16.08.040)
c.

The applicant shall choose and group plant species with similar water demands to facilitate efficient irrigation (MMC 16.28.060). d.

High water use plants, characterized by a plant factor of 0.7 to

1.0, can only be used in the common open space.

2.6 LANDSCAPING
Landscaping standards shall comply with the standards stated in Murrieta Municipal Code (MMC) 16.28.040, MMC 16.28.070, and MMC 16.28.080 , as well as the following:

DocuSign Envelope ID: 1DF62206-F62A-477B-8E08-5259CFD4B89D 549911
& MIXED USE RESIDENTIAL

OBJECTIVE DESIGN STANDARDS

MULTI-FAMILY RESIDENTIAL
City of Murrieta | CA
April 2023
30 e. Turf is not allowed on slopes greater that 25 percent where the toe of the slope is adjacent to an impermeable hardscape (MMC

16.28.060).
f.

All setbacks and non-work areas shall be landscaped within the development area.
g.

Hardscape shall not be used to meet minimum site landscaping requirements in MMC 16.28.070.
h.

Pedestrian access to sidewalks and structures shall be
considered in the design of all landscaped areas.
i.

A mix of plant materials shall be provided in compliance with the T
able 3-5, MMC Section 16.28.080
j. Primary street trees, shade trees, and parking lot trees shall choose fifteen (15) gallon trees.
k.

Sidewalks and pedestrian walkways shall be a minimum of five (5) feet in width.

DocuSign Envelope ID: 1DF62206-F62A-477B-8E08-5259CFD4B89D 550912
& MIXED USE RESIDENTIAL

OBJECTIVE DESIGN STANDARDS

MULTI-FAMILY RESIDENTIAL
City of Murrieta | CA
April 2023
31 2.7 FRONTAGE TYPES
Storefronts
A frontage that reinforces the commercial character and use of the ground floor of the building. The elevation of the ground floor is located at or near the grade of sidewalk to provide direct public access into the building.

Live-work/office fronts
A frontage that reinforces both residential and work activities that can occur in the building. The elevation of the ground floor is located at or near the grade of sidewalk to provide direct public access to the building.

Residential fronts
A frontage that reinforces the residential character and use of the building. The elevation of the ground floor is elevated above the grade of the lot to provide privacy for residences by preventing direct views into the home from the sidewalk.

MIN.15’
MIN.12’
MIN.10’
6’

GROUND FLOOR RESIDENTIAL

GROUND FLOOR LIVE -WORK / OFFICE

GROUND FLOOR COMMERCIAL
DocuSign Envelope ID: 1DF62206-F62A-477B-8E08-5259CFD4B89D 551913
& MIXED USE RESIDENTIAL

OBJECTIVE DESIGN STANDARDS

MULTI-FAMILY RESIDENTIAL
City of Murrieta | CA
April 2023
32 2.7.1 STOREFRONTS
Landscaping standards shall comply with the standards stated in Murrieta Municipal Code (MMC) 16.44.100.
a. The ground floor elevation shall be located near the elevation of the sidewalk to minimize the need for external steps and external ADA ramps at public entrances.
b.

All ground floor tenant spaces that have street frontage shall have storefront entrances on the façade fronting a street. c.

Entrance shall be emphasized and clearly recognizable from the street. One or more of the following methods shall be used to achieve this result:
•
Projecting non-fabric awnings or canopies above an entry (covered entry);
•
Varied building mass above an entry, such as a tower that protrudes from the rest of the building surface;
•
Special corner building entrance treatments, such as a
rounded or angled facets on the corner, or an embedded
corner tower, above the entry;
•
Special architectural elements, such as columns, porticos, overhanging roofs, and ornamental light fixtures;
•
Projecting or recessed entries or bays in the facade;
• Recessed entries must feature design elements that
call attention to the entrance such as ridged canopies, contrasting materials, crown molding, decorative trim, or a 45-degree cut away entry; and
•
Changes in roofline or articulation in the surface of the subject wall.

DocuSign Envelope ID: 1DF62206-F62A-477B-8E08-5259CFD4B89D 552914
& MIXED USE RESIDENTIAL

OBJECTIVE DESIGN STANDARDS

MULTI-FAMILY RESIDENTIAL
City of Murrieta | CA
April 2023
33 MIN.15’

WEATHER

PROTECTION
8’ TO 12’
d. Lobby entrances to upper floor uses shall be located on a façade fronting a street.
e. A minimum of ten
(10) feet wide frontage shall be provided from
the back of curb to the building.
f. The ground between the curb and the building face shall be paved with hard surfaces to maximize the walkable area and provide flexible spaces to accommodate commercial uses. g.

Windows and/or glass doors shall cover not less than 50 percent of the first floor elevation along street frontages.
h.

At least 25 percent of the surface area of each upper floor façade shall be occupied by windows.
i.

Projecting elements on upper floors may project five (5) feet from the façade and project into the setback.
j.

Development with retail, commercial, community or public uses on the ground floor shall have a clear floor-ceiling height of at least fifteen (15) feet.
k.

The minimum height for awnings or marquees is eight (8) feet above finished grade and the maximum height for awnings or marquees is twelve (12) feet above finished grade; except as otherwise required in the Building Code approved by the City. l.

If the front façade is set back from the public sidewalk, the setback shall be improved as an extension of the public sidewalk.

DocuSign Envelope ID: 1DF62206-F62A-477B-8E08-5259CFD4B89D 553915
& MIXED USE RESIDENTIAL

OBJECTIVE DESIGN STANDARDS

MULTI-FAMILY RESIDENTIAL
City of Murrieta | CA
April 2023
34 2.7.2 LIVE-WORK/OFFICE FRONTS
a. The ground floor elevation shall be located near the elevation of the sidewalk to minimize the need for external steps and external ADA ramps at public entrances.
b.

All ground floor tenant spaces that have street frontage shall have entrances on a façade fronting a street. All other ground floor uses may have a common lobby entrance along the front façade or private entrances along other facades.
c.

Entrances to upper floor units may be provided through a common lobby entrance and/or by a common entrance along a façade fronting a street.
d.

At least 40 percent of the surface area of the ground floor façade shall be occupied by display windows or translucent panels.
e.

At least 25 percent of the surface area of each upper floor façade shall be occupied by windows
f.

Projecting elements on upper floors may project three (3) feet from the façade and project into the setback.
g.

The ground floor shall have a clear floor-ceiling height of at least twelve (12) feet.
h.

If the front façade is set back from the public sidewalk, the setback shall be landscaped and/or improved as an extension of the public sidewalk.

DocuSign Envelope ID: 1DF62206-F62A-477B-8E08-5259CFD4B89D 554916
& MIXED USE RESIDENTIAL

OBJECTIVE DESIGN STANDARDS

MULTI-FAMILY RESIDENTIAL
City of Murrieta | CA
April 2023
35 2.7.3 RESIDENTIAL FRONTS
a. Garages shall not exceed 40 percent of the length of the building facade.
b. The ground floor elevation shall be located within six (6) feet of the ground surface of the adjacent sidewalk or walkway. c.

Entrances to ground floor units that have street frontage may be provided through a common lobby entrance and/or by
private entrances from the adjacent sidewalk.
d.

Entrances to upper floor units may be provided through a common lobby entrance and/or by a common entrance along a façade fronting a street.
e.

At least 25 percent of the surface area of the ground and upper floor façade shall be occupied by windows.
f.

The ground floor shall have a clear floor-ceiling height of at least ten (10) feet.
g.

Stoops and front porches may be provided in front of building and unit entrances. S
toops and front porches may project up to
five (5) feet from the façade and project into the setback. h. Projecting elements on upper floors may project three (3) feet from the façade and project into the setback.
i.

The public sidewalk shall be improved with street trees standards per MMC 16.28.080.
j.

If the front façade is set back from the public sidewalk, the setback shall be landscaped (excluding stoops/front porches and paved paths to building entrances).

DocuSign Envelope ID: 1DF62206-F62A-477B-8E08-5259CFD4B89D 555917
& MIXED USE RESIDENTIAL

OBJECTIVE DESIGN STANDARDS

MULTI-FAMILY RESIDENTIAL
City of Murrieta | CA
April 2023
36 Lighting plan shall be prepared and shall demonstrate the dispersal of light on the ground surface and compliance with the requirements in MMC 16.18.100.
a.

Lighting shall be shielded and directed downward, with location of lights coordinated with the approved landscape plan. a. Exterior lamps shall be low wattage, LED, and except for outdoor Christmas lights, shall not be colored.
b.

All exterior lighting shall be dark sky compliant, and designed, located and lamped in order to prevent overlighting, energy waste, glare, and light trespass.
c.

Bollard lighting may be used to light walkways and other landscape features, but shall cast its light downward.
d.

All parking lot lights shall be full cutoff luminaires, as certified by the manufacturer, with the light source directed downward and away from adjacent residences.
a.

Street lights shall use decorative lighting poles that match with the community theme.
b.

Outside and parking lot lighting shall not exceed 0.1 footcandles at residential property lines.
c.

Lighting shall be located so as to minimize the impact of lighting upon adjacent buildings and properties, especially residential uses. Any lighting source, including illuminated signs, shall be positioned so that light does not shine directly into residential windows. (DT
SP section 4.8)

2.8 EXTERIOR LIGHTING
DocuSign Envelope ID: 1DF62206-F62A-477B-8E08-5259CFD4B89D 556918
& MIXED USE RESIDENTIAL

OBJECTIVE DESIGN STANDARDS

MULTI-FAMILY RESIDENTIAL
City of Murrieta | CA
April 2023
37 2.9 TRASH & RECYCLING ENCLOSURE
d. The location of storage areas shall be conveniently accessible for trash removal by standard refuse disposal vehicles.
a. Enclosures shall be finished using materials compatible with the surrounding architecture.
b.

Trash storage areas that are visible from the upper stories of adjacent structures shall have an opaque or semi-opaque horizontal cover/screen to mitigate unsightly views.
c.

Provide a concrete pad within the fenced or walled area(s) and a concrete apron which facilitates the handling of the individual bins or containers.
d.

The location of storage areas shall be conveniently accessible for trash removal by standard refuse disposal vehicles.
e.

Loading areas and refuse storage facilities shall be located as far as possible from residential units and shall be completely screened from view from adjacent residential portions of the project. The location and design of trash enclosures shall account for potential nuisances from odors.
f.

For sites having 2-6 units, a minimum of twelve (12) square feet waste and twelve (12) square feet recycling enclosure shall be provided.
g.

For sites having 7-15 units, a minimum of 24 square feet waste and 24 square feet recycling enclosure shall be provided. h.

For sites having 16-25 units, a minimum of 48 square feet waste and 48 square feet recycling enclosure shall be provided. i.

For sites having 25 more units, every additional 25 dwellings or fraction thereof shall require an additional 48 square feet for solid waste and 48 square feet for recyclables.
j.

All recycling areas in multifamily residential developments shall be located within 250 feet of any residential unit.
k.

Storage areas shall not be closer than twenty (20) feet from doors or operable windows of adjacent structures.
l.

For individual unit, a minimum of three (3) cubic feet shall be provided for the storage of refuse and a minimum of three (3) cubic feet shall be provided for the storage of recyclable material.
m.

Garbage and/or solid waste storage shall be screened from public view and landed on a concrete pad.

MIN. 5’ WIDE LANDSCAPING
MIN. 20’ FROM DOORS / WINDOWS

HEDGES / VINES FOR SCREENING

OPAQUE COVERS

MATERIALS MATCH

BUILDING

PEDESTRIAN ACCESS WITH GATE

TRUCK ACCESS GATE
Solid waste and/or recycling enclosure
shall have reasonable access for both
pedestrian and collection trucks.

DocuSign Envelope ID: 1DF62206-F62A-477B-8E08-5259CFD4B89D 557919
& MIXED USE RESIDENTIAL

OBJECTIVE DESIGN STANDARDS

MULTI-FAMILY RESIDENTIAL
City of Murrieta | CA
April 2023
38 2.10 DOOR BELLS
a. Every dwelling consisting of more than five (5) dwelling units shall be equipped with doorbells, intercoms or other signaling device attached to the front exterior of the dwelling accessible to all visitors to the dwelling.
b.

Doorbell locations shall meet the ADA requirement.
c. If a gate is provided between the front door and the street, the gate shall be clearly marked as the main entrance to the business and include a doorbell, directory, call box, or other means of communication for patients and patrons to be
allowed access to the business.

DocuSign Envelope ID: 1DF62206-F62A-477B-8E08-5259CFD4B89D 558920

3.0 BUILDING

STANDARDS

BY TYPES

3.1 Low-Rise (3 Stories or Less)

3.2 Mid-Rise (4-6 Stories)

3.3 High-Rise (7 Stories or More)
DocuSign Envelope ID: 1DF62206-F62A-477B-8E08-5259CFD4B89D 559921
& MIXED USE RESIDENTIAL

OBJECTIVE DESIGN STANDARDS

MULTI-FAMILY RESIDENTIAL
City of Murrieta | CA
April 2023
40 3.1 LOW RISE (2 OR 3 STORIES)
Low-rise multifamily are buildings two (2) or three (3) stories with a maximum building height of 40 feet. The housing products include townhomes, duplex, triplex, fourplex, and courtyard.

Low-rise multifamily are the major multifamily housing group in Murrieta. It is allowed in all the objective design standards applicable area. All the architectural styles in Chapter 4 could be applied in low-rise projects.

Townhome Triplex Courtyard

3.1.1 Site Design for Low Rise
Each unit shall have an individual entry facing a street or a common open space.
d. Maximum building coverage: 40 percent.
e. Parking for residents must be in the garage. Guest parking may be surface parking (covered or uncovered). P
arking requirement
and standards shall be in accordance with MMC 16.34.040 and Chapter 2.2 Parking in this book.
f.

Open Space requirement shall be in accordance with MMC

16.34.040 and Chapter 2.3 Common Open Space, Chapter 2.4 Recreational Amenities, and Chapter 2.5 Private Open Space in this book.
g.

The area between a building and the street must be landscaped h. Site development standards and required setbacks shall be in accordance with Table 16.08-4 in MMC 16.08.020.
i.

A street-facing primary entrance must feature a porch, covered entry, or recessed entry clearly visible from the street that gives the entrance visual prominence. Entrances must be connected to the adjacent sidewalk with a pedestrian walkway.
j.

A minimum of 20 percent of the site shall be landscaped with a mix of vegetative ground cover, shrubbery, and trees.
k.

All landscaping shall be irrigated with a permanent irrigation system unless a licensed landscape architect submits written verification that the proposed plant materials do not require irrigation. The property owner shall maintain all landscaping.

DocuSign Envelope ID: 1DF62206-F62A-477B-8E08-5259CFD4B89D 560922
& MIXED USE RESIDENTIAL

OBJECTIVE DESIGN STANDARDS

MULTI-FAMILY RESIDENTIAL
City of Murrieta | CA
April 2023
41 A . Townhome

3.1.2 Product Types
A dwelling unit constructed in a group of three or more attached units in which each unit extends from the foundation to roof. Each unit have its own driveway and garage and accessed from an alley.

Each unit shares one to two walls with adjacent properties but have their own entrances. Each unit has its own driveway and garage.

Townhomes are typically two (2) stories, sometimes with a reduced footprint for the third floor.

DocuSign Envelope ID: 1DF62206-F62A-477B-8E08-5259CFD4B89D 561923
& MIXED USE RESIDENTIAL

OBJECTIVE DESIGN STANDARDS

MULTI-FAMILY RESIDENTIAL
City of Murrieta | CA
April 2023
42 Townhome Building Massing Standards
a. The minimum unit of a townhome shall be three (3) units. The maximum building length shall be 150 feet or six (6) units, whichever is less.
b.

Entrance frequency: At least one every 50 feet
c. Maximum elevation of the front entrance shall be 30 inches above adjacent sidewalk. If the elevation exceeding 30 inches, projects are subject to accessibility design reviews.
d.

Parking (garage) may be front-loaded or rear-loaded, but must be entered from alley.
e.

Architectural articulation and projection shall follow the requirement in MMC 16.08.040
f.

Primary elevations (facades) shall incorporate design features such as offsets, balconies, projections, window reveals, or similar elements to preclude large expanses of uninterrupted building.

Along the vertical face of a structure, such features shall occur at a minimum of every 35 feet and on each floor shall contain at least two of the following features:
g.

Recess (e.g., deck, patio, courtyard, balcony, garage, entrance, or similar feature) that has a minimum depth of four (4) feet; h.

Extension (e.g., floor area, deck, porch, bay window, patio, entrance, or similar feature) that projects a minimum of two (2) feet and runs horizontally for a minimum length of four (4) feet; and/or
i.

Offsets of facade or roof elevation of two (2) feet or greater; j. The vertical massing of buildings shall be articulated to express each individual unit.
k.

Avoid having primary entry directly faces another unit’s garage door.
l.

A covered porch or covered recess entry is required for each townhouse, with a minimum depth of five (5) feet and a
minimum area of 40 square feet.
m.

Rooflines shall be vertically articulated at least every 50 feet along the street frontage, through the use of architectural elements such as parapets, varying cornices, reveals, clerestory windows, or varying roof height and/or form.

Roof line shall be vertically
articulated every 50 feet
Max. Length is 150 ft or 6 units
Facade articulation
Max. front elevation: 30 in
Building Entrance: Porch or
covered recess of 5-foot deep and
a minimum of 40 square feet
DocuSign Envelope ID: 1DF62206-F62A-477B-8E08-5259CFD4B89D 562924
& MIXED USE RESIDENTIAL

OBJECTIVE DESIGN STANDARDS

MULTI-FAMILY RESIDENTIAL
City of Murrieta | CA
April 2023
43 B. Duplex, Triplex, and Fourplex
Building that consists of two to four side-by-side and/or stacked units, typically with individual entries along the front. Each unit have its own driveway and garage. It fits within low- to moderate- intensity neighborhoods.

DocuSign Envelope ID: 1DF62206-F62A-477B-8E08-5259CFD4B89D 563925
& MIXED USE RESIDENTIAL

OBJECTIVE DESIGN STANDARDS

MULTI-FAMILY RESIDENTIAL
City of Murrieta | CA
April 2023
44 Multiplex Building Massing Standards
a. The maximum building length shall be 150 feet.
b. Alley or courtyard provides access to units and garages. c. Entrance frequency: At least one every 50 feet
d. Maximum elevation of first inhabited level: 30 inches above adjacent sidewalk.
e. Parking (garage) shall be rear-loaded or detached.
f. Architectural articulation and projection shall follow the requirement in MMC 16.08.040
g.

Primary elevations (facades) shall incorporate design features such as offsets, balconies, projections, window reveals, or similar elements to preclude large expanses of uninterrupted building. Along the vertical face of a structure, such features shall occur at a minimum of every 35 feet and on each floor shall contain at least two of the following features:
•
Recess (e.g., deck, patio, courtyard, balcony, garage, entrance, or similar feature) that has a minimum depth of four (4) feet; • Extension (e.g., floor area, deck, porch, bay window, patio, entrance, or similar feature) that projects a minimum of two (2) feet and runs horizontally for a minimum length of four (4) feet; and/or
•
Offsets of facade or roof elevation of two (2) feet or greater; h. The vertical massing of buildings shall look like large residences.

DocuSign Envelope ID: 1DF62206-F62A-477B-8E08-5259CFD4B89D 564926
& MIXED USE RESIDENTIAL

OBJECTIVE DESIGN STANDARDS

MULTI-FAMILY RESIDENTIAL
City of Murrieta | CA
April 2023
45 C. Courtyard
Building that consists of up to 16 multiple attached and/or stacked units, accessed from a shared courtyard. The shared court could be common open space (known as garden-court) or shared driveway (known as motor-court). The type is typically integrated as a small portion of lower-intensity neighborhoods or more consistently into moderate-intensity neighborhoods.

Garden-Court
Garden-Court
Motor-Court
Motor-Court
DocuSign Envelope ID: 1DF62206-F62A-477B-8E08-5259CFD4B89D 565927
& MIXED USE RESIDENTIAL

OBJECTIVE DESIGN STANDARDS

MULTI-FAMILY RESIDENTIAL
City of Murrieta | CA
April 2023
46 Courtyard Building Massing Standards
i. The maximum building length shall be 150 feet at any side. j. Courtyard(s) shall be accessible from the residential street. k. If courtyard is common open space, the front facade shall face the open space.
l. Alley or courtyard provides access to units and garages. m. Entrance frequency: At least one every 50 feet
n. Maximum elevation of first inhabited level: 30 inches above adjacent sidewalk.
o.

The courtyard shall be easily accessed from the street. p. Recessed entries with arches or canopies, stoops, low privacy walls. q. Parking (garage) shall be rear-loaded or detached.
r. Architectural articulation and projection shall follow the requirement in MMC 16.08.040
s.

DocuSign Envelope ID: 1DF62206-F62A-477B-8E08-5259CFD4B89D 566928
& MIXED USE RESIDENTIAL

OBJECTIVE DESIGN STANDARDS

MULTI-FAMILY RESIDENTIAL
City of Murrieta | CA
April 2023
47 3.2 MID-RISE (4-6 STORIES)
Low-rise multifamily are buildings four (4) to six (6) stories with a maximum building height of 80 feet. Four (4) story products includes apartment flat with surface parking or wrap with parking structure. Five (5) story and six (6) story housing products include wrap and wood structure podium. Four (4) story buildings are allowed in all the objective design standards applicable areas.

The applicable architectural styles are Spanish Colonial, American Mercantile, Tuscan, and Modern. Craftsman and Farmhouse may also have a
four (4) story addition if the addition doesn’t exceed
70 percent of the building footprint. Five (5) story and six (6) story buildings are allowed in the MF-3, MF-4, and TOD zone. The applicable architectural styles are Spanish Colonial, American Mercantile, and Modern.

Wrap building
Garden building
Podium building
DocuSign Envelope ID: 1DF62206-F62A-477B-8E08-5259CFD4B89D 567929
& MIXED USE RESIDENTIAL

OBJECTIVE DESIGN STANDARDS

MULTI-FAMILY RESIDENTIAL
City of Murrieta | CA
April 2023
48 3.2.1 Site Layout for Mid Rise
a. Upper floor units shall be accessed by a common entry along the front street.
b. For mixed-use, ground floor shops or office shall have individual entries along the adjacent street.
c.

Parking may be covered, uncovered, or in a garage. S
tandards
shall be in accordance with MMC 16.34.040 and Chapter 2.3 Parking in this book.
d.

Open Space requirement shall be in accordance with MMC

16.34.040 and Chapter 2.3 Common Open Space, Chapter 2.4 Recreational Amenities, and Chapter 2.5 Private Open Space in this book.
e.

Site development standards and required setbacks shall be in accordance with Table 16.08-4 in MMC 16.08.020.
f.

For wrap or podium building types, parking structure must be mostly enclosed within, below, or behind buildings in a manner that conceals it from predominant public view and that does not interrupt the continuity of the pedestrian environment.

DocuSign Envelope ID: 1DF62206-F62A-477B-8E08-5259CFD4B89D 568930
& MIXED USE RESIDENTIAL

OBJECTIVE DESIGN STANDARDS

MULTI-FAMILY RESIDENTIAL
City of Murrieta | CA
April 2023
49 3.2.2 Building Massing
Structures with heights greater than three (3) stories shall set back upper portions of the structure a minimum of ten (10) feet for each additional two (2) stories. (MMC 16.44.100)
g.

Buildings over three (3) stories shall have major massing breaks at least every 100 feet along any street frontage, adjacent public park, publicly accessible outdoor space, or designated open space, through the use of varying setbacks and/or building entries.
h.

Major breaks shall be a minimum of five (5) feet deep and 25 feet wide and shall extend at least two-thirds (2/3) of the height of the building. Exceptions include, for buildings with upper stories (above first floor) stepped back at least five feet; or the major break need only extend two-thirds (2/3) of the height of the portion of the front façade that is not stepped back. i.

Buildings shall have minor massing breaks at least every 50 feet along the street frontage. Minor breaks shall be a minimum of one (1) foot deep and four (4) feet wide and extend the full height of the building.
j.

Where parking structures are planned, the street side shall be composed of pedestrian-active uses (such as stores, lobby) on the ground level to screen parking structures.
k.

Residential ground floor uses in multi-family buildings, other then accessible units, shall be no more than four (4) feet above the public sidewalk grade, if setback is fifteen (15) feet or less.

Multi units building shall have Major and minor massing breaks to reduce bulkiness.

Max. 50’
Min. 1’ deep
and 4’ wide
Min. 10 ft
Min. 5’ deep
and 25’ wide
Max. 100’
DocuSign Envelope ID: 1DF62206-F62A-477B-8E08-5259CFD4B89D 569931
& MIXED USE RESIDENTIAL

OBJECTIVE DESIGN STANDARDS

MULTI-FAMILY RESIDENTIAL
City of Murrieta | CA
April 2023
50 l. At least one elevator shall be provided in each multi-family building containing 21 or more units, where some of those units have primary accesses only to the third-story or higher stories. m.

The ground floor elevation shall consist of at least one of the following:
•
A line of awnings or canopies over ground floor storefronts or amenity space windows extending at least 75 percent of the elevation width.
•
Unobstructed transparent glass storefronts for at least 75 percent of the elevation width.
•
A different exterior cladding material than the middle/body separated from the middle/body above with either an overhang or recess of two (2) feet or more, or a horizontal belt course with a dimension of at least twelve (12) inches, consisting of a different color and material separating the base from the middle section.
•
A series of individual residential entries with recessed entryways. • A series of individual residential entries with porches with roofs. n. The cap is at the top of the building and shall include at least one of the following:
•
If the building has a parapet wall, add a cornice feature, consisting of a different material and a depth of at least twelve (12) inches over the wall below.
•
If a building has a pitched roof, an eave overhang of at least two (2) feet.
•
A building stepback of at least three (3) feet from the main wall plane of the story below.
•
A change in exterior cladding material at the top story that is different than the story below, effectively using the top story as a wall cap.

DocuSign Envelope ID: 1DF62206-F62A-477B-8E08-5259CFD4B89D 570932
& MIXED USE RESIDENTIAL

OBJECTIVE DESIGN STANDARDS

MULTI-FAMILY RESIDENTIAL
City of Murrieta | CA
April 2023
51 3.3 HIGH-RISE (7 STORIES OR MORE)
High-rise multifamily are buildings seven (7) stories or higher with a maximum building height of 150 feet. They have s teel or concrete frame. Common open space is provided at a roof top and/ or indoor room. The applicable architectural styles are American Mercantile and Modern. High-rise is only allowed in TOD zone.

DocuSign Envelope ID: 1DF62206-F62A-477B-8E08-5259CFD4B89D 571933
& MIXED USE RESIDENTIAL

OBJECTIVE DESIGN STANDARDS

MULTI-FAMILY RESIDENTIAL
City of Murrieta | CA
April 2023
52 3.3.1 Building Massing for High Rise
a. The minimum height of the base should be two (2) stories. b. The maximum height of the base of a proposed high-rise building should be equal to the width of the right-of -way to provide sufficient enclosure for the street without overwhelming the street. c.

Additional height may be appropriate through the provision of step backs and architectural articulation, particularly on wider streets and deeper lots.
d.

For sites where the adjacent context is lower-scale and not anticipated to change:
•
the height of the base or the portion of the base immediately adjacent to the neighboring lower-scale buildings should match the height of the neighboring buildings; and
•
provide a transition in height on the base through setbacks and e. Use bird-friendly best management practices in accordance with the City’s guidelines. In particular, apply visual markers or use low reflectance materials on all exterior glazing within the first 65 feet of the building above grade.
f.

Eighty (80) percent of the ground floor should be highly transparent. g. The maximum tower floor plate for a high-rise residential building should be 8,000 square feet to minimize shadow and wind impacts. h.

The tower, including the balconies, should be stepback a minimum of ten (10) feet from the base.
i.

Up to one-third (1/3) of a tower frontage along a street or a public space may extend straight down to the ground
j.

Orienting and shaping the tower to improve building energy performance, natural ventilation, and daylighting
Min 10 feet
Min 10 feet including
the balconies
DocuSign Envelope ID: 1DF62206-F62A-477B-8E08-5259CFD4B89D 572934
& MIXED USE RESIDENTIAL

OBJECTIVE DESIGN STANDARDS

MULTI-FAMILY RESIDENTIAL
City of Murrieta | CA
April 2023
53 3.3.2 Open Space (Rooftop)
Any rooftop uses shall require a full plan review, permits and inspections for occupants and structural safety based on how the building roof is to be used.
a.

The rooftop garden shall be located on the third or higher story. b. The rooftop garden shall be accessible to all residents of dwelling units on the parcel, but not to commercial tenants of a residential mixed-use development.
c.

Minimum dimensions of rooftop garden is fifteen (15) feet. d. Permanent fixtures associated with the usable open space, such as trellises, shade structures, furniture, and furnishings such as planters, lighting and heaters, may exceed the height limit by up to twelve (12) feet.
e.

At least 15 percent but no more than 25 percent of the rooftop shall be landscaped with raised beds for gardening, stormwater planters, or other landscaping. All required landscaped areas should be equipped with automatic irrigation systems and be properly drained.
f.

Rooftop equipment shall be screened by a parapet or enclosure. g. Where rooftops are visible from offsite, they should be treated to minimize aesthetic impacts.

DocuSign Envelope ID: 1DF62206-F62A-477B-8E08-5259CFD4B89D 573935

4.0 ARCHITECTURAL
STYLES

4.1 Mission - Spanish Colonial Revival (Max. 6 Story)

4.2 Craftsman (Max. 3 Story)

4.3 American Mercantile (Max 8 Story)

4.4 Tuscan (Max. 4 story)

4.5 Modern (No Limit on Height)

4.6 Farmhouse (Max. 3 Story)
DocuSign Envelope ID: 1DF62206-F62A-477B-8E08-5259CFD4B89D 574936

4.1 MISSION - SPANISH COLONIAL REVIVAL
Derived from Spanish/Mediterranean and early Californian influences, this style emerged in the late 19th and early 20th centuries. Projects a visually rich environment with allusions to regional history. Generally, Spanish Colonial Revival style buildings are asymmetrically arranged. The style features low- pitched roofs with little or no overhang covered with S-Type clay red roofing tiles. These houses were almost always wood frame with stucco siding. The use of the arch was common, especially above doors, porch entries, and main windows.
& MIXED USE RESIDENTIAL

OBJECTIVE DESIGN STANDARDS

MULTI-FAMILY RESIDENTIAL
City of Murrieta | CA
April 2023
55 SMALL PORCH

RECESSED ENTRANCES DECORATIVE LIGHT FIXTURES

ARCHED ENTRIES

BALCONY

LOW PITCHED GABLE ROOF

ARCHED WINDOWS

RED CLAY TILE ROOFS
TALL, DOUBLE –HUNG WINDOWS

DECORATIVE IRON GRILLES

OVERHANGING EAVES WITH

EXPOSED RAFTER TAILS
DocuSign Envelope ID: 1DF62206-F62A-477B-8E08-5259CFD4B89D 575937
a. Asymmetrical façade/elevations
b. Three (3) or more roof planes
c. At least 50 percent of the units shall have
balconies or window treatments (such as
shutters or awnings)
d.

Entrances are recessed at least twelve
(12) inches
Additional details for pro
jects four (4) stories
and taller, mixed use, or for a project with more
than fifteen (15) buildings (required two details)
e. Include two (2) add-on projections such
as verandas, arcades, balconies and
exterior stairs.
f.

The ends of building massings shall
be stepped down to create a more
pedestrian scale.
g.

One focal point, such as courtyard,
tower, or fountain
h.

Wingwall or columns on the ground level

4.1.1 FORM & MASSING
& MIXED USE RESIDENTIAL

OBJECTIVE DESIGN STANDARDS

MULTI-FAMILY RESIDENTIAL
City of Murrieta | CA
April 2023
56 DocuSign Envelope ID: 1DF62206-F62A-477B-8E08-5259CFD4B89D 576938

4.1.2 ROOF
a. Low pitched (4:12 maximum) cross- or
side-gable roofs. The pitch shall remain
constant except for a veranda or arcade.
b.

Red, fired, clay tile roofs. Common tile
shapes include both Spanish (S-shaped)
and Mission (half-cylinder) types
c.

The gable has little or no overhang on the
rake.
d.

Thirty (30) percent of the primary facade
length shall have a six (6) to twelve (12)
inches eave overhang and 20 percent shall
have a 24 inches overhang with exposed
rafter tails.
e.

Hipped roofs shall only be used in
combination with gables or on a tower
element.
f.

Shed roofs are only used in conjunction
with verandas.
g.

When a flat roof is used it shall be
screened by a parapet that is an extension
of the wall plane or by a modified Mansard
roof.
& MIXED USE RESIDENTIAL

OBJECTIVE DESIGN STANDARDS

MULTI-FAMILY RESIDENTIAL
City of Murrieta | CA
April 2023
57 DocuSign Envelope ID: 1DF62206-F62A-477B-8E08-5259CFD4B89D 577939

4.1.3 MATERIALS & COLORS
a. Roof tiles shall use terracotta, brown
earth tones, or rustic red color palette.
b. White, cream, or tan stucco wall with
smooth or lightly textured finish (i.e.
hand troweled or smaller particles)
c.

Re-sawn wood shall be used as
secondary wall material for the following
and similar elements:
1) P
osts and exposed beams
2) Railing, spindles and grill work
3) Shutters, window frames and doors
d. If windows have shutters, the shutter’s
color shall match the accent color that is
use for doors or decorative trim.
e.

At least one wrought iron elements (such
as railings, hardwares, and gates) shall be
used.
& MIXED USE RESIDENTIAL

OBJECTIVE DESIGN STANDARDS

MULTI-FAMILY RESIDENTIAL
City of Murrieta | CA
April 2023
58 DocuSign Envelope ID: 1DF62206-F62A-477B-8E08-5259CFD4B89D 578940

4.1.4 DOORS & WINDOWS
a. Accent windows shall be less than 20
percent of the total windows.
b. The primary facade shall include at least
one arched elements.
c.

At least 50 percent of the windows shall
be casement windows.
d.

All entrance door surrounds shall be
banded with ceramic tile, molded plaster
or painted accents.
e.

All the casement windows and double
hung windows shall have wooden frame.
f.

At least two types/shapes of windows
shall be used
g.

A minimum three (3) inches wide flat
casting shall be used on all non-recessed
casement windows.
h.

Eighty (80) percent of the primary
windows shall have window muntins
& MIXED USE RESIDENTIAL

OBJECTIVE DESIGN STANDARDS

MULTI-FAMILY RESIDENTIAL
City of Murrieta | CA
April 2023 59
DocuSign Envelope ID: 1DF62206-F62A-477B-8E08-5259CFD4B89D 579941

4.1.5 DECORATIVE DETAILS
All residential projects shall provide at least four
of the following. Residential projects four (4)
stories and taller, mixed use projects, or projects
more than fifteen (15) buildings shall provide at
least six of the following.
a.

Entry/Front porch or patio
b. Decorative tiles
c. Clay tile vents
d. Wrought iron balcony railings or support
brackets
e. Dark metal light fixture and hardwares
f. Paired wood (or wood simulated) garage
doors with iron hardware
g.

Stone or brick accented elements
h. Verandas, pergolas or arcades
i. Exterior stairs
j. Fabric awnings with metal spear supports
& MIXED USE RESIDENTIAL

OBJECTIVE DESIGN STANDARDS

MULTI-FAMILY RESIDENTIAL
City of Murrieta | CA
April 2023
60 DocuSign Envelope ID: 1DF62206-F62A-477B-8E08-5259CFD4B89D 580942

4.2 CRAFTSMAN
The Craftsman or California Bungalow style is derived from the influential residential style that emerged in the early 20th century out of the Arts and Crafts movement. In City of Murrieta, this style is deployed to create a visually rich residential environment with allusions to regional history. As indicated in the accompanying precedent images and illustrative diagram, recognizable elements include the artful use of wood and natural materials, low-pitched gabled or hipped roofs, horizontal orientation and earth-toned colors. Common design elements also include exposed rafters and beams under eaves, decorative brackets and fasteners, full- or partial-width porches and large columns or piers. Though this style exhibits a horizontal emphasis, vertical architectural elements are often deployed to accentuate corners and entrances. Period Craftsman residences often featured exterior cladding of wood shingles or clapboard siding and details such as extended lintels and decorative lighting with geometric detailing.

CONTINUOUS MOLDING EMPHASIZES HORIZONTALITY

OVERHANGING EAVES WITH

EXPOSED RAFTER TAILS

WINDOW WITH MULLION

AND DIVIDED LITES

DECORATIVE LIGHT FIXTURE

PARTIAL-WIDTH PORCH
WOOD 4-POST COLUMN

WITH STONE PIER

WOOD SHINGLES

LOW PITCHED GABLE ROOF

WINDOW BOX

BALCONY

TRELLIS

INCORPORATE BUILDING BASE

WITH NATURAL MATERIAL
& MIXED USE RESIDENTIAL

OBJECTIVE DESIGN STANDARDS

MULTI-FAMILY RESIDENTIAL
City of Murrieta | CA
April 2023
61 DocuSign Envelope ID: 1DF62206-F62A-477B-8E08-5259CFD4B89D 581943

4.2.1 FORM & MASSING
a. Asymmetrical façade/elevations
b. Three (3) or more roof planes on the
primary facade
c. Front-facing gable roofs
d. At least 30 percent of the street-facing
units
shall have balconies or porches.
e. Primary walls shall have two to three
materials/colors, with no more than ninety
percent (90 percent) of the total wall
surface in one material / color.
& MIXED USE RESIDENTIAL

OBJECTIVE DESIGN STANDARDS

MULTI-FAMILY RESIDENTIAL
City of Murrieta | CA
April 2023
62 DocuSign Envelope ID: 1DF62206-F62A-477B-8E08-5259CFD4B89D 582944

4.2.2 ROOF
a. Low- to moderate-pitched gable or hipped
roofs (typically from 6:12 to 8:12)
b. Overhanging eaves (minimum 24 inches
along primary elevation) with exposed
rafter tails or beams
c.

Brackets or knee braces at gabled ends
d. Use of wood or asphalt shingle (or fiber
cement imitation or imitation synthetic
asphalt shingles)
& MIXED USE RESIDENTIAL

OBJECTIVE DESIGN STANDARDS

MULTI-FAMILY RESIDENTIAL
City of Murrieta | CA
April 2023 63
DocuSign Envelope ID: 1DF62206-F62A-477B-8E08-5259CFD4B89D 583945

4.2.3 MATERIALS & COLORS
a. Brick, stone and concrete blocks are the
most common materials used in the base.
b. Primary walls shall show no more than two
materials along any vertical section of the
building, with no more than ninety percent
(90 percent) of the total wall surface in one
material.
c.

Primary wall materials shall include dark
color wood shingles, clapboard siding, or
fiber cement siding and natural materials
such as arroyo stone or bricks.
d.

Use of dark, neutral, earth-toned color
palette, such as browns and greens
e.

Lighter paint palettes may also be
appropriate, particularly for details
(columns, rafter tails)
f.

The primary facade shall have at least three
paint colors: one for the cladding, one for
trim, and one or two for accents such as
windows and decorative details
& MIXED USE RESIDENTIAL

OBJECTIVE DESIGN STANDARDS

MULTI-FAMILY RESIDENTIAL
City of Murrieta | CA
April 2023
64 DocuSign Envelope ID: 1DF62206-F62A-477B-8E08-5259CFD4B89D 584946

4.2.4 DOORS & WINDOWS
a. At least 50 percent of the windows shall
be casement windows.
b. Eighty (80) percent of the primary
windows shall have grilles
c.

At least two types/shapes of windows
shall be used
d.

Utilize flat wood trims (typically 4½
inches or 5½ inches wide) around the
primary windows and entry doors.
e.

Window and door trim color shall
contrast with color of walls
f.

Entry doors and garage doors have glass
panels
& MIXED USE RESIDENTIAL

OBJECTIVE DESIGN STANDARDS

MULTI-FAMILY RESIDENTIAL
City of Murrieta | CA
April 2023
65 DocuSign Envelope ID: 1DF62206-F62A-477B-8E08-5259CFD4B89D 585947

4.2.5 DECORATIVE DETAILS
All residential projects shall provide at least four of the following. Residential projects four (4) stories
and taller, mixed use projects, or projects more
than fifteen (15) buildings shall provide at least six
of the following.
a.

Stone pier and battered wood support
b. Exposed rafter tails and knee-brace
brackets
c. Dormers shall located on the front façade
d. Second-story balcony
e. Decorative attic/gable vent
f. Light fixtures shall box-shaped, with metal
frame and geometric pattern.
g.

Chimneys are visible at the exterior and
arranged on a side elevation
h.

Stained glass windows or transom windows
i. Covered front porches with tapered pillars
j. Ground level windows have muntins
k. Decorative joinery
& MIXED USE RESIDENTIAL

OBJECTIVE DESIGN STANDARDS

MULTI-FAMILY RESIDENTIAL
City of Murrieta | CA
April 2023
66 DocuSign Envelope ID: 1DF62206-F62A-477B-8E08-5259CFD4B89D 586948

4.3 AMERICAN MERCANTILE
This building type began in the late 19th century when, in the process of identifying towns and cities, housing and offices were built over retail stores.

This mixed-use strategy is still relevant today, as the re urbanization of existing urban centers becomes an established pattern.

FLAT ROOF WITH CORNICE AND

DETAILS

RECESS WINDOWS FROM

WALL PLANE

SIGN BOARD

GABLE ROOF WITH

DORMERS

TRANSOM WINDOW

WINDOW LINTEL

WINDOW SILL

DOUBLE HUNG

WINDOWS

AWNING/CANOPY WIDTH MATCHES

WITH WINDOW AND DOOR OPENINGS
COLUMN

SIMPLE RECTANGULAR

AND SYMMETRIC FORM

RECESSED STOREFRONT

ENTRANCE

BULKHEAD
FINIAL
& MIXED USE RESIDENTIAL

OBJECTIVE DESIGN STANDARDS

MULTI-FAMILY RESIDENTIAL
City of Murrieta | CA
April 2023
67 DocuSign Envelope ID: 1DF62206-F62A-477B-8E08-5259CFD4B89D 587949

4.3.1 FORM & MASSING
a. Simple, rectangular form
b. Rhythmic placement of piers, columns,
ground-floor storefronts, and openings on
upper levels
c.

Transparent windows and doorways shall
be no less than 80 percent of the street
frontage at the ground level.
d.

Multi-story facades are divided into base,
body, and top with the ground floor taller
than the upper floors
e.

Engaged columns or lintels over openings
f. Bases are articulated by changes in material
or changes in wall plane
g.

Minimal projections or recessions on wall
plane
& MIXED USE RESIDENTIAL

OBJECTIVE DESIGN STANDARDS

MULTI-FAMILY RESIDENTIAL
City of Murrieta | CA
April 2023
68 DocuSign Envelope ID: 1DF62206-F62A-477B-8E08-5259CFD4B89D 588950

4.3.2 ROOF
a. Flat roof
b. A projecting cornice or a receding, stepped
parapet
c. Cornice and details mimic and reference
historical detailing.
d.

Roofs may be accessible and be used as
balconies or terraces.
e.

Street-facing gable roof with roof pitches
at least 5:12 unless concealed behind a
parapet.
& MIXED USE RESIDENTIAL

OBJECTIVE DESIGN STANDARDS

MULTI-FAMILY RESIDENTIAL
City of Murrieta | CA
April 2023
69 DocuSign Envelope ID: 1DF62206-F62A-477B-8E08-5259CFD4B89D 589951

4.3.3 MATERIALS & COLORS
a. The primary walls, shall composed of brick,
comprise the main body of the building’s
tripartite facade structure. The masonry-
work can be very plain or highly decorative.
b.

Decorative moldings, cornices, or an
applied ornament of stone or cast concrete
may be used to express the vertical division
between the base, the body, and the top.
c.

No more than three (3) colors shall be used
on any given facade.
d.

Stucco and clapboard shall be avoided.
& MIXED USE RESIDENTIAL

OBJECTIVE DESIGN STANDARDS

MULTI-FAMILY RESIDENTIAL
City of Murrieta | CA
April 2023
70 DocuSign Envelope ID: 1DF62206-F62A-477B-8E08-5259CFD4B89D 590952

4.3.4 DOORS & WINDOWS
a. Ground floor windows and doors shall
be large and expansive, typically with a
transom.
b.

Upper floor windows shall be double-
hung (two lites), vertically, and grouped
with a rhythm relating to the major
storefront openings below
c.

Entrance shall be visually distinct by
higher bays, recessed entries with a
minimum of three (3) feet, or different
color/materials.
d.

Upper floor windows typically have
window lintel and sill.
e.

Transom windows above the doors and
windows on the ground level
f.

Fifty (50) percent windows shall have
muntins.
& MIXED USE RESIDENTIAL

OBJECTIVE DESIGN STANDARDS

MULTI-FAMILY RESIDENTIAL
City of Murrieta | CA
April 2023
71 DocuSign Envelope ID: 1DF62206-F62A-477B-8E08-5259CFD4B89D 591953

4.3.5 DECORATIVE DETAILS
All residential projects shall provide at least four of the following. Residential projects four (4) stories
and taller, mixed use projects, or projects more
than fifteen (15) buildings shall provide at least six
of the following.
a.

Awnings, canopies, and second floor
balconies may extend into the public right-
of-way.

Such attachments provide shelter to
passing pedestrians, emphasize the ground
floor uses, and add interest to the box-like
massing inherent to the style.
b.

Pedimented windows
c. Wide window trim with a keystone
d. Double bracketed cornice
e. Gable roof
f. Roof finial
g. Transom above door and windows on the
ground level
h.

Metal stair and balcony railing
i. Canopy or awning
j. Recessed entries
k. Cast-iron columns
l. Shopfront millwork
& MIXED USE RESIDENTIAL

OBJECTIVE DESIGN STANDARDS

MULTI-FAMILY RESIDENTIAL
City of Murrieta | CA
April 2023
72 DocuSign Envelope ID: 1DF62206-F62A-477B-8E08-5259CFD4B89D 592954

4.4 TUSCAN
A interpretation of traditional Mediterranean architectural style based on precedents found in the Spanish Revival style joined by rural Italian elements. As indicated in the accompanying precedent images and illustrative diagram, recognizable elements include the use of stone and stucco, light earth tones, and red tiled roofs. Classical elements such as columns and arches and decorative iron work add visual complexity. Squared towers and projections speak to Italianate references.

Porches and porticoes are common, as are vertically-oriented recessed windows.

OVERHANGING EAVES

RED CLAY TILES

WINDOW WITH FLAT LINTEL AND DIVIDED LITES

VARIATION OF ROOF PLANES

EXPOSED RAFTER TAILS

VERTICALLY -ORIENTED

RECESSED WINDOWS

DECORATIVE METAL

LIGHT FIXTURE

USE OF STONE AND SMOOTH

STUCCO WITH LIGHT EARTH
TONES

RECESSED ENTRY
ARCHED

OPENINGS
& MIXED USE RESIDENTIAL

OBJECTIVE DESIGN STANDARDS

MULTI-FAMILY RESIDENTIAL
City of Murrieta | CA
April 2023
73 DocuSign Envelope ID: 1DF62206-F62A-477B-8E08-5259CFD4B89D 593955

4.4.1 FORM & MASSING
a. Asymmetrical arrangement of windows
and design elements along primary
elevation
b.

Porches, porticoes and/or Juliet balconies
c. Recessed entries (at least three (3) feet)
& MIXED USE RESIDENTIAL

OBJECTIVE DESIGN STANDARDS

MULTI-FAMILY RESIDENTIAL
City of Murrieta | CA
April 2023
74 DocuSign Envelope ID: 1DF62206-F62A-477B-8E08-5259CFD4B89D 594956

4.4.2 ROOF
a. Flat or low pitched hip or gable roof
(maximum 6:12 slope)
b. Red-toned clay tiles
c. Multiple roof levels (at least three (3))
d. Large overhanging eaves (minimum
twelve (12) inches) along primary
elevation
e.

Shaped timber tiles at eaves
& MIXED USE RESIDENTIAL

OBJECTIVE DESIGN STANDARDS

MULTI-FAMILY RESIDENTIAL
City of Murrieta | CA
April 2023
75 DocuSign Envelope ID: 1DF62206-F62A-477B-8E08-5259CFD4B89D 595957

4.4.3 MATERIALS & COLORS
a. Incorporate rough-hewn stone as accent
feature
b. Flat stucco walls in light earth tones
c. Earthy tone color palette
d. Brown or beige window frames
& MIXED USE RESIDENTIAL

OBJECTIVE DESIGN STANDARDS

MULTI-FAMILY RESIDENTIAL
City of Murrieta | CA
April 2023
76 DocuSign Envelope ID: 1DF62206-F62A-477B-8E08-5259CFD4B89D 596958

4.4.4 DOORS & WINDOWS
a. Single or double-hung windows shall be
more horizontal in proportion with six-
over-six muntin patterns and 5½ inches
wide trim.
b.

Casement windows shall paired with
either four-pane patterns for narrow
windows and eight-pane patterns for
wider windows.
c.

Vertically oriented rectangular or arched
windows arranged in asymmetrical
patterns
d.

Casement or double-hung sash with flat
or arched lintels
e.

Windows shall be recessed three
(3) to twelve (12) inches from outer wall
on primary facade
& MIXED USE RESIDENTIAL

OBJECTIVE DESIGN STANDARDS

MULTI-FAMILY RESIDENTIAL
City of Murrieta | CA
April 2023
77 DocuSign Envelope ID: 1DF62206-F62A-477B-8E08-5259CFD4B89D 597959

4.4.5 DECORATIVE DETAILS
All residential projects shall provide at least four
of the following. Residential projects four (4)
stories and taller, mixed use projects, or projects
more than fifteen (15) buildings shall provide at
least six of the following.
a.

Shallow Juliet balconies
b. Rafter extensions and brackets
c. Stone or stucco window /door trim
d. Rectangular or arched wooden door
e. Arcade or porch at entry
f. Decorative ironwork (window grilles,
railings, light fixtures, decorative planters)
g. Arched windows
h. Paired decorative wood shutters. Shutters
shall be equal to half the width of the
window. Shutter styles can either be
paneled or louvered
i.

Use of brick, stone or wood columns
j. Stucco or stone chimne
ys or tower
k. Dark color wood trellis
l. Arched openings and doorways at the
ground level
& MIXED USE RESIDENTIAL

OBJECTIVE DESIGN STANDARDS

MULTI-FAMILY RESIDENTIAL
City of Murrieta | CA
April 2023
78 DocuSign Envelope ID: 1DF62206-F62A-477B-8E08-5259CFD4B89D 598960

4.5 MODERN
Modern architecture exhibits clean lines, geometry shapes and uses unconventional or industrial building materials, rejecting designs that are ornate, that use resources that are expensive to produce, or that damage the environment. Glass, metal, concrete, steel, and reclaimed materials are common building materials. Large windows and lots of them are characteristic of contemporary architecture, with large panels of glass that create opportunities for natural light, passive solar heating and the feel of openness.

CLEAN AESTHETIC WITH

MINIMAL ORNAMENT AND

MOULDINGS

USE OF MODERN

MATERIALS, LIKE

REINFORCED CONCRETE

AND STEEL

GLASS FROM FLOOR TO

CEILING

FLAT ROOFS, EMPHASIS ON

HORIZONTAL PLANES AND

BROAD ROOF OVERHANGS

LARGE WINDOWS AND OPENING

IN HORIZONTAL BANDS

RECTANGULAR SHAPE

EMPHASIS ON HORIZONTAL

AND VERTICAL LINES
& MIXED USE RESIDENTIAL

OBJECTIVE DESIGN STANDARDS

MULTI-FAMILY RESIDENTIAL
City of Murrieta | CA
April 2023
79 DocuSign Envelope ID: 1DF62206-F62A-477B-8E08-5259CFD4B89D 599961

4.5.1 FORM & MASSING
a. An irregular, asymmetrical facade
b. Strong emphasis on geometry
c. Rectangular shape structure
d. Horizontal massing
e. Lack of ornament or moldings
f. Straight and continuous lines
g. Multi-faceted appearance
h. Repeating lines and elements
& MIXED USE RESIDENTIAL

OBJECTIVE DESIGN STANDARDS

MULTI-FAMILY RESIDENTIAL
City of Murrieta | CA
April 2023
80 DocuSign Envelope ID: 1DF62206-F62A-477B-8E08-5259CFD4B89D 600962

4.5.2 ROOF
a. Flat or low-pitched shed roofs (4:12 slope
max)
b. Slope roofs shall have a minimum two-foot
deep overhang at the lower end.
c.

Tile roof shall be prohibited
d. Mid- and high-rise may have decks or roof
gardens
& MIXED USE RESIDENTIAL

OBJECTIVE DESIGN STANDARDS

MULTI-FAMILY RESIDENTIAL
City of Murrieta | CA
April 2023
81 DocuSign Envelope ID: 1DF62206-F62A-477B-8E08-5259CFD4B89D 601963

4.5.3 MATERIALS & COLORS
a. Use of raw and natural materials like wood,
concrete, metal, and glass
b. Traditional materials (such as stucco, wood,
brick and stone) may be used as an accent.
c.

Minimum two (2) materials on the building
facade
d.

Use of bold color blocks to emphasize
geometric forms and break down massing
elements
e.

Building facade shall incorporate at least
one of the following as an accent: decorative
shutters, popouts, trellis or arbor structures,
or balconies.
& MIXED USE RESIDENTIAL

OBJECTIVE DESIGN STANDARDS

MULTI-FAMILY RESIDENTIAL
City of Murrieta | CA
April 2023
82 DocuSign Envelope ID: 1DF62206-F62A-477B-8E08-5259CFD4B89D 602964

4.5.4 DOORS & WINDOWS
a. Large glass doors and/or window openings
b. Window wrapping around a corner of the
building
c. Narrow aluminum window frames with square
sticking
d.

Valence grids sometimes are applied on
windows
& MIXED USE RESIDENTIAL

OBJECTIVE DESIGN STANDARDS

MULTI-FAMILY RESIDENTIAL
City of Murrieta | CA
April 2023
83 DocuSign Envelope ID: 1DF62206-F62A-477B-8E08-5259CFD4B89D 603965

4.5.5 DECORATIVE DETAILS
All residential projects shall provide at least four of the following. Residential projects four (4) stories
and taller, mixed use projects, or projects more
than fifteen (15) buildings shall provide at least six
of the following.
a.

Metal balcony railings
b. Picture windows
c. Clerestory windows
d. Floor-to-ceiling glass door
e. Usable outdoor roof decks
f. Trellis shade structures
g. Bright colors to provide contrasting
elements
h. Metal awning
i. Bold Branding
j. Floor-to-ceiling glass windows on the
ground level
k.

Broad roof overhang with exposed wood or
steel frame
& MIXED USE RESIDENTIAL

OBJECTIVE DESIGN STANDARDS

MULTI-FAMILY RESIDENTIAL
City of Murrieta | CA
April 2023
84 DocuSign Envelope ID: 1DF62206-F62A-477B-8E08-5259CFD4B89D 604966

HIGH PITCHED ROOF ACCENTUATED VERTICAL

ORIENTATION

DORMERS

MONOCHROME COLOR WITH

CONTRASTING ACCENTS

HORIZONTAL AND

VERTICAL WOOD

BOARD AND BATTEN
SIDING

MULTIPLE ROOF
PLANES

FIXED AWNING

WITHOUT SIDES

CASEMENT

WINDOWS WITH

MUNTINS

4.6 FARMHOUSE
Farmhouse is a interpretation of traditional rural residential forms and materials. This style reflects City of Murrieta agricultural and ranching history and regional context. As indicated in the accompanying precedent images and illustrative diagram, the style utilizes elements such as vertical or horizontal wood siding, monochrome colors with contrasting accents and sparse or simple ornamentation. Roofs are typically medium to high-pitched. Minimal detailing often includes awnings, porches and wall-mounted gooseneck lights.

This styles shall be applied to building no taller than 3 stories. & MIXED USE RESIDENTIAL

OBJECTIVE DESIGN STANDARDS

MULTI-FAMILY RESIDENTIAL
City of Murrieta | CA
April 2023
85 DocuSign Envelope ID: 1DF62206-F62A-477B-8E08-5259CFD4B89D 605967

4.6.1 FORM & MASSING
a. Clean and straight exterior lines,
geometric form
b. Asymmetrical massing with a gable at
the front of the house
c.

Repeating shapes and lines
d. Gable roof creating a triangular wall on
the ends
e.

Incorporate farm and ranch forms
inspired by barns, silos, sheds, tank
houses and granary towers
f.

Multiple gable and shed roof planes
g. Geometric forms, industrial materials,
limited palette, and repetition
h.

Covered porches and awnings to break
up volumes between lower and upper
floors
i.

Three (3) or more wall planes with a
minimum twelve (12) inches difference
& MIXED USE RESIDENTIAL

OBJECTIVE DESIGN STANDARDS

MULTI-FAMILY RESIDENTIAL
City of Murrieta | CA
April 2023
86 DocuSign Envelope ID: 1DF62206-F62A-477B-8E08-5259CFD4B89D 606968

4.6.2 ROOF
a. High-pitched gabled roof or shed roof
(minimum 6:12 slope)
b. Intersecting gable roofs
c. Dark asphalt shingle, metal roofs or
synthetic slate shingles
d.

Triangular rooflines emphasizing the
height of the unit
e.

Large overhangs (minimum two (2) feet in
length) above the patio and garage
& MIXED USE RESIDENTIAL

OBJECTIVE DESIGN STANDARDS

MULTI-FAMILY RESIDENTIAL
City of Murrieta | CA
April 2023
87 DocuSign Envelope ID: 1DF62206-F62A-477B-8E08-5259CFD4B89D 607969

4.6.3 MATERIALS & COLORS
a. Unadorned materials: metal, wood,
masonry
b. Utilize board and batten siding,
corrugated panels to give texture and
variation to exterior walls
c.

Neutral or muted colors shall be
predominant
d.

Monochrome accents of doors, windows
or architectural features
e.

Combine contemporary design with rustic
materials
f.

Stucco is prohibited
& MIXED USE RESIDENTIAL

OBJECTIVE DESIGN STANDARDS

MULTI-FAMILY RESIDENTIAL
City of Murrieta | CA
April 2023
88 DocuSign Envelope ID: 1DF62206-F62A-477B-8E08-5259CFD4B89D 608970

4.6.4 DOORS & WINDOWS
a. At least 60 percent windows shall be tall
and narrow double hung windows with a
proportion of two (2) or 2½ times taller
than wide
b.

Groupings of two or three double hung
units are occasionally used
c.

Accent windows shall be no more than 20
percent
d.

Typically have 4½ inches to 5½ inches flat
board trim on the sides and head
e.

Sixty (60) percent windows shall have
grilles
f.

Minimal molding around window and
door openings
g.

Double hung or casement windows with
muntins
h.

Contrast color of window sash with color
of the body of the building
& MIXED USE RESIDENTIAL

OBJECTIVE DESIGN STANDARDS

MULTI-FAMILY RESIDENTIAL
City of Murrieta | CA
April 2023
89 DocuSign Envelope ID: 1DF62206-F62A-477B-8E08-5259CFD4B89D 609971

4.6.5 DECORATIVE DETAILS
All residential projects shall provide at least four
of the following. Residential projects four (4)
stories and taller, mixed use projects, or projects
more than fifteen (15) buildings shall provide at
least six of the following.
a.

Wide front porch with simple columns
b. Covered patio
c. Shed or gabled dormers
d. Carriage-style garage doors
e. Dark shutters and window sashes
f. Shed dormers
g. Simple gable brackets, vents and trim
h. Iron-inspired barn-style lighting
i. Metal awnings without sides
j. Gooseneck light fixtures at the entrance
k. Large doors and windows to maximize
natural light
l. Grilles on the ground level windows and
doors
& MIXED USE RESIDENTIAL

OBJECTIVE DESIGN STANDARDS

MULTI-FAMILY RESIDENTIAL
City of Murrieta | CA
April 2023
90 DocuSign Envelope ID: 1DF62206-F62A-477B-8E08-5259CFD4B89D 610972
Accent Window. Accent windows are supplement. It provides aesthetics value and variance to the building. Window types include transom windows, dormer awning windows, picture windows, arch and circle windows, and art glass.

AWNING

4.7 DEFINITIONS
ACCENT
WINDOW
ACCENT
WINDOW
ACCENT

WINDOWACCENT
WINDOW
Arcade. A roofed passageway or lane. A series of arches supported by columns, piers, or pillars, either freestanding or attached to a wall to form a gallery.

Awning. An architectural fabric or metal projection that provides weather protection, building identity, or decoration, and is wholly supported by the building to which it is attached. An awning is comprised of a lightweight frame structure over which a cover is attached.

Bay. Any division of a building between vertical lines or planes. & MIXED USE RESIDENTIAL

OBJECTIVE DESIGN STANDARDS

MULTI-FAMILY RESIDENTIAL
City of Murrieta | CA
April 2023
91 DocuSign Envelope ID: 1DF62206-F62A-477B-8E08-5259CFD4B89D 611973
Board and Batten. A form of sheathing for wood frame buildings consisting of wide boards, usually placed vertically, whose joints are covered by narrow strips of wood over joints or cracks.

Bracket. A projection from a vertical surface providing structural or visual support under cornices, balconies, windows, or any other overhanging member.

BRACKET
BOARD
BATTEN

CORNICE
Building Mass (Massing). Mass refers to the general shape and form as well as size of a building.

Cornice. A horizontal molding projecting along the top of a wall, building, etc.

Cladding. Building cladding is the application of one material over another to add an extra skin or layer to the building. Commonly used exterior wall cladding materials include brick, vinyl, wood, stone, fiber cements, metal, concrete, and stucco.

STUCCO STONE VINYL
& MIXED USE RESIDENTIAL

OBJECTIVE DESIGN STANDARDS

MULTI-FAMILY RESIDENTIAL
City of Murrieta | CA
April 2023
92 DocuSign Envelope ID: 1DF62206-F62A-477B-8E08-5259CFD4B89D 612974

CORNICE
RETURN
Decorative Gable Vents. A non-venting louver mounted in the top of the gable.

GABLE VENT
Divided Lite: Individual panes of glass held in place by wood or synthetic material to create a pattern.

DORMER

DIVIDED LITES
Dormer: A structure projecting from a sloping roof usually housing a vertical window that is placed in a small gable, or containing a ventilating louver.

Cornice Return. Also called an eave return, a cornice return is a graceful way to transition the eave and the main fascia board around the gable end of a house.

Corbel. A structural piece of stone, wood or metal jutting from a wall to carry a super-incumbent weight, a type of bracket.

CORBEL
& MIXED USE RESIDENTIAL

OBJECTIVE DESIGN STANDARDS

MULTI-FAMILY RESIDENTIAL
City of Murrieta | CA
April 2023
93 DocuSign Envelope ID: 1DF62206-F62A-477B-8E08-5259CFD4B89D 613975
Front-gabled Roof. A gabled-roof that faces the road or main entrance.

Gable Roof. A roof having a gable at one or both ends; a roof sloping downward in two opposite directions from a central ridge, so as to form a gable at each end.

Hipped Roof. A roof which slopes upward from all four sides of a building, requiring a hip rafter at each corner.

SIDE-GABLED FRONT -GABLED

GABLE HIP
Joinery. It is a part of woodworking that involves joining pieces of wood, engineered lumber, or synthetic substitutes (such as laminate), to produce more complex items.

Juliet Balcony. A pseudo balcony; a low ornamental railing to a window, projecting but slightly beyond the plane of the window, threshold or sill, having the appearance of a balcony when the window is fully open.

JULIET BALCONY

MISSION PARAPET
Mansard Roof. A type of roof with the two slopes on each side.

Mission Parapet. A low protective wall or railing along the edge of a roof, balcony, or similar structure; in an exterior wall, the part entirely above the roof.
& MIXED USE RESIDENTIAL

OBJECTIVE DESIGN STANDARDS

MULTI-FAMILY RESIDENTIAL
City of Murrieta | CA
April 2023
94 DocuSign Envelope ID: 1DF62206-F62A-477B-8E08-5259CFD4B89D 614976
Mullion. A dividing piece between the lights of windows, usually taking on the characteristics of the style of the building.

Muntin. A secondary framing member to hold panes in a window, window wall, or glazed door; an intermediate vertical member that divides panels of a door.

CASEMENT WINDOW DOUBLE HUNG

BAY WINDOW

CIRCLE WINDOW

DORMER AWNING
WINDOW

TRANSOM

EXAMPLES OF PRIMARY WINDOWS

EXAMPLES OF ACCENT WINDOWS
Overhanging Eaves. The projecting overhang at the lower edge of a roof that sheds rainwater.

Pediments. A low-pitched triangular gable above the doorway or above a window; a triangular gable end of the roof above the horizontal cornice, often with sculpture.

OVERHANGING EAVES
EAVE

OVERHANGING
RAKE

OVERHANGING

PARTS OF A WINDOW
Primary Window. Windows that are commonly used and have an independent function. Primary windows shall be able to open from inside. Window types include: casement windows, single-hung, double-hung, slider windows, and bay windows.
& MIXED USE RESIDENTIAL

OBJECTIVE DESIGN STANDARDS

MULTI-FAMILY RESIDENTIAL
City of Murrieta | CA
April 2023
95 DocuSign Envelope ID: 1DF62206-F62A-477B-8E08-5259CFD4B89D 615977
4 Roof Planes
These are decorative
features not roof planes.

Roof Plane. The surface of the roof. It could be flat, pitched or on an angle. It is also called the field of the roof.

Rafter Tails. The portion of the rafter that hangs over the wall.

RAFTER TAILS
Shingle. A small thin piece of building material often with one end thicker than the other for laying in overlapping rows as a covering for the roof or sides of a building.

Shutter. Each of a pair of hinged panels, often louvered, fixed inside or outside a window that can be closed for security or privacy or to keep out light.

Side-gabled Roof. A gabled-roof that faces either side of the main entrance.

Sill. The horizontal exterior member at the bottom of a window or door opening, usually sloped away from the bottom of the window or door for drainage of water and overhanging the wall below.

SILL
Transom Window. A transom window used above the entry door but can’t not open. They usually as wide as the door (or as wide as the door and the sidelights). They can come in square (rectangular), round top, or elliptical.
& MIXED USE RESIDENTIAL

OBJECTIVE DESIGN STANDARDS

MULTI-FAMILY RESIDENTIAL
City of Murrieta | CA
April 2023
96 DocuSign Envelope ID: 1DF62206-F62A-477B-8E08-5259CFD4B89D 616978
Valance Grids. Valance grids are similar to the Standard grids but are only across the top of the window or door.

Verandas. A raised, covered, sometimes partly closed area, often made of wood, on the front or side of a building
Window Sash. The movable part of a window made up of the vertical and horizontal frame that holds the glass.

Wingwall. A smaller wall attached or next to a larger wall or structure. & MIXED USE RESIDENTIAL

OBJECTIVE DESIGN STANDARDS

MULTI-FAMILY RESIDENTIAL
City of Murrieta | CA
April 2023
97 DocuSign Envelope ID: 1DF62206-F62A-477B-8E08-5259CFD4B89D 617979

STANDARDS

COMPLIANCE

CHECKLISTS

5.0 DocuSign Envelope ID: 1DF62206-F62A-477B-8E08-5259CFD4B89D 618980
This Checklist is intended as an overview of the requirements for Multifamily development projects in the City of Murrieta. Additional information and plans may be required to evaluate your application following initial review by staff. A copy of this list will be used to check your application for completeness after it is submitted. Applications not containing the necessary information as shown on this Checklist will not be accepted for review.

To use the checklist correctly, follow the steps below:
•
The general standards apply to all projects regardless of building height, architectural style(s) or zone. Complete the General Standards section first.
•
Next, identify the building type for the projects, based on the typologies outlined in Chapter 3: Low-rise, Mid-rise or High- rise. Use and complete only the checklist which applies to the building type of your project.
•
Finally, identify the architectural styles for the project based on the definitions in Chapter 4. Whether the project utilizes one, two or three of the Architectural styles, use and complete only the checklist(s) which applies to the styles in your project.

As you go thr
ough the checklist, check each “Complete” box under
“Applicant” to indicate that the information has been provided and sign below once Checklist is complete. If you believe an item is not applicable to your application, check the “N/A” box under “Applicant” and provide justification why the standard does not apply.

If you have any questions regarding this form or are uncertain if a specific requirement applies to your project, please contact the Planning Division at (951) 461-6061.
& MIXED USE RESIDENTIAL

OBJECTIVE DESIGN STANDARDS

MULTI-FAMILY RESIDENTIAL
City of Murrieta | CA
April 2023
99 DocuSign Envelope ID: 1DF62206-F62A-477B-8E08-5259CFD4B89D 619981

GENERAL

STANDARDS
& MIXED USE RESIDENTIAL

OBJECTIVE DESIGN STANDARDS

MULTI-FAMILY RESIDENTIAL
City of Murrieta | CA
April 2023
100
DocuSign Envelope ID: 1DF62206-F62A-477B-8E08-5259CFD4B89D 620982

ADDITIONAL APPLICANT COMMENTS (OPTIONAL) ADDITIONAL CITY COMMENTS (OPTIONAL)

GENERAL STANDARDS
Design Standards Applicant City Use Only
Complete N/A Complete N/A
Site Planning
Site design requirements shall be that specified for the zoning district in which the project is located.

Residential complex developments with 8-14 buildings shall provide a minimum of two color schemes complementary to each other. The number of buildings in each color schemes shall be no more than 35 percent.

Residential complex developments with 15-29 buildings shall provide one of the following. The number of buildings in each color schemes shall be no more than 30 percent. y Two
architectural styles from Chapter 4
y Two
building types with different color schemes
y Three
building scales and three color schemes
Residential complex developments with more than 30 buildings shall provide one of the following. The number of buildings in each color schemes shall be no more than 30 percent. y Three
architectural styles from Chapter 4
y Three
building types with different color schemes
y Four building scales and four color schemes
Pedestrian linkages to nearby neighborhoods, schools, parks, commercial projects, and parking areas shall be provided.

Architectural styles capped at three (3) stories may allow to build additional story if the fourth story footprint is less than 70 percent of the ground level and is part of the development incentives. & MIXED USE RESIDENTIAL

OBJECTIVE DESIGN STANDARDS

MULTI FAMILY RESIDENTIAL
City of Murrieta | CA
April 2023
101
DocuSign Envelope ID: 1DF62206-F62A-477B-8E08-5259CFD4B89D 621983

ADDITIONAL APPLICANT COMMENTS (OPTIONAL) ADDITIONAL CITY COMMENTS (OPTIONAL)

GENERAL STANDARDS
Design Standards Applicant City Use Only
Complete N/A Complete N/A
Larger projects (greater than 150 units) shall contain at least two of the following to reduce the appearance of bulk: Vary roof heights, Vertical planes, Different materials and colors.

Roof forms and roof lines should be broken into a series of smaller building components when viewed from the street. Long, linear unbroken roof lines shall not exceed 50 feet.

Proposed cut and fill slopes shall be rounded off both horizontally and vertically.

Where pedestrian circulation crosses vehicular routes, a change in grade materials, textures or colors shall be provided to emphasize the conflict point and improve its visibility and safety.

Minimum of 60 percent of the street frontage shall be devoted to buildings. The remaining 40 percent may be devoted to parking, landscaping, and driveways. Except for urban area or area with slope restrictions.

Except for garage entrances, structured parking shall not be visible from the primary streets or any public open space.

Loading docks and service areas on a corner lot must be accessed from the side street. & MIXED USE RESIDENTIAL

OBJECTIVE DESIGN STANDARDS

MULTI FAMILY RESIDENTIAL
City of Murrieta | CA
April 2023
102
DocuSign Envelope ID: 1DF62206-F62A-477B-8E08-5259CFD4B89D 622984

ADDITIONAL APPLICANT COMMENTS (OPTIONAL) ADDITIONAL CITY COMMENTS (OPTIONAL)

GENERAL STANDARDS
Design Standards Applicant City Use Only
Complete N/A Complete N/A
Gates which control vehicular and pedestrian access to a residential site are considered privacy gates, and shall be subject to review and approval of the Development Services Department and Fire Department.

Arrange buildings to provide functional common outdoors spaces If adjacent to a single-family residential zone, buildings shall be designed so as not to have a direct line-of-sight into adjacent units or onto private patios or backyards adjoining the property line. This can be accomplished through:
y St
epbacks of upper stories, (setback and stepback distance see Table 16.08-4 in MMC 16.08.020) y Windows or balconies placement
y Use of clerestory windows, glass block, or opaque glass y Mature
landscaping within the rear or side setback areas (such as courtyards, paseos, or parks) for the use of residents.

Residential structures on the same lot (not attached) shall maintain a minimum separation of at least ten feet for one-story structures, fifteen (15) feet for two-story structures, and 20 feet for three-story structures (MMC 16.18.130).

Mixed-use Building Orientation shall comply with all the standards mentioned above and the following standards.
y Commercial/Office Units. Commercial/Office unit entrances shall face the street, a parking area, or an interior common space.
y Entrances to residential units shall be physically separated from the entrance to the permitted commercial uses and clearly marked with a physical feature.
& MIXED USE RESIDENTIAL

OBJECTIVE DESIGN STANDARDS

MULTI FAMILY RESIDENTIAL
City of Murrieta | CA
April 2023
103
DocuSign Envelope ID: 1DF62206-F62A-477B-8E08-5259CFD4B89D 623985

ADDITIONAL APPLICANT COMMENTS (OPTIONAL) ADDITIONAL CITY COMMENTS (OPTIONAL)

GENERAL STANDARDS
Design Standards Applicant City Use Only
Complete N/A Complete N/A
Surface Parking
Parking lots shall be placed to the side or rear of buildings. There shall be no vehicular parking between townhouse fronts and the public right-or way.

Parking lots shall be connected to all building entrances by means of internal pedestrian walkways.

Landscaped planters shall be not less than five (5) feet in width in all interior dimensions.

Adjacent to Side or Rear Property Lines: Parking areas shall provide a perimeter landscaped strip at least five (5) feet wide.

Adjacent to Streets: Parking areas shall provide a perimeter landscaped strip at least fifteen (15) feet wide between the street right-of-way and parking area.

Lighting standards shall comply with MMC 16.18.110 with a minimum of one footcandle throughout the parking area and two-foot candles at ground level in front of the entrance/exit.

Maximum number of driveway:
y One driveway for lot frontage up to 150 feet
y Two
driveways for lot frontage 150 feet to 299 feet
y One driveway for each additional 300 feet
Bicycle parking requirement shall comply with the standards in MMC 16.34.090. & MIXED USE RESIDENTIAL

OBJECTIVE DESIGN STANDARDS

MULTI FAMILY RESIDENTIAL
City of Murrieta | CA
April 2023
104
DocuSign Envelope ID: 1DF62206-F62A-477B-8E08-5259CFD4B89D 624986

ADDITIONAL APPLICANT COMMENTS (OPTIONAL) ADDITIONAL CITY COMMENTS (OPTIONAL)

GENERAL STANDARDS
Design Standards Applicant City Use Only
Complete N/A Complete N/A
Numbers of required vehicle parking space are listed under MMC 16.34.040 Table 3.7.

Disabled/Handicapped Parking Requirements shall comply with the standards in MMC 16.34.060.

Electric Vehicle Parking. Electric vehicle parking spaces shall be implemented consistent with Section

16.44.115 (Electric Vehicle Parking Requirements) and California Vehicle Code Section 22511.2.

Open parking areas shall be screened from view from adjacent properties and streets using walls, berms and/or evergreen landscaping.

Parking lot landscaping shall be located so as to discourage pedestrians from having to cross any landscaped areas to reach building entrances from parked cars.

Residential Garage
Garage doors may occupy no more than 40 percent of a building’s street frontage and shall be recessed a minimum of eighteen (18) inches from a street-facing wall plane.

Street-facing garage doors serving individual units that are attached to the structure must incorporate one or more of the following so that the garage doors are visually subservient and complementary to other building elements:
y Garage door windows or architectural detailing consistent with the main dwelling. Arbor or other similar projecting feature above the garage doors.
y Landscaping occupying 50 percent or more of driveway area serving the garage (e.g., “ribbon” driveway with landscaping between two parallel strips of pavement for vehicle tires).

Minimum Interior Dimensions for Residential Enclosed Garages. & MIXED USE RESIDENTIAL

OBJECTIVE DESIGN STANDARDS

MULTI FAMILY RESIDENTIAL
City of Murrieta | CA
April 2023
105
DocuSign Envelope ID: 1DF62206-F62A-477B-8E08-5259CFD4B89D 625987

ADDITIONAL APPLICANT COMMENTS (OPTIONAL) ADDITIONAL CITY COMMENTS (OPTIONAL)

GENERAL STANDARDS
Design Standards Applicant City Use Only
Complete N/A Complete N/A
y A single-car garage shall be at least ten (10) feet wide and 20 feet long. y A standard double-car garage shall be at least 20 feet wide and 20 feet long. y Each garage space shall be equipped with an automatic door opener and a roll-up sectional or similar garage door which does not extend onto the apron. On multifamily dwellings, a security gate on a multi- space garage is permitted.

Numbers of required off-street parking space and bicycle parking slots are listed under MMC 1107.0304 For attached private garage, the design shall include adequate space for waste/solid storage and a water heater unit.

Parking Structure and Loading
Any driveway providing access to a parking structure shall have a minimum width of 28 feet.

Parked vehicles at each level within the structure shall be shielded from view from adjoining streets.

If a toll or fee booth is located in the driveway area, the driveways on either side of the booth shall have a minimum width of fourteen (14) feet.

Three hundred (300) feet shall be the maximum length of a parking aisle without being intersected by another parking aisle or driveway.
& MIXED USE RESIDENTIAL

OBJECTIVE DESIGN STANDARDS

MULTI FAMILY RESIDENTIAL
City of Murrieta | CA
April 2023
106
DocuSign Envelope ID: 1DF62206-F62A-477B-8E08-5259CFD4B89D 626988

ADDITIONAL APPLICANT COMMENTS (OPTIONAL) ADDITIONAL CITY COMMENTS (OPTIONAL)

GENERAL STANDARDS
Design Standards Applicant City Use Only
Complete N/A Complete N/A
y The parking areas of sloped floor parking structures shall not exceed a grade of five (5) percent as measured across the width of a 90 degree parking stall. y The grade of a straight internal ramp shall not exceed fifteen (15) percent. y The grade of a circular ramp shall not exceed twelve (12) percent as measured at the outside ramp wall.

A straight one-way ramp shall be at least fourteen (14) feet in width. A two-way ramp shall be at least 24 feet in width. The minimum outside wall radius of a circular ramp shall be 36 feet.

All ramps shall be provided with transition zones at the top and bottom of the ramp. y Ramps with a grade of ten (10) percent or less shall have a transition zone at least eight (8) feet in length. y Ramps with a grade of greater than 10 percent shall have transition zones at least twelve (12) feet in length.
y The grade of a transition zone shall not exceed one-half (1/2) the grade of the ramp it serves.

Minimum lighting requirement of entrances and exits is 50 footcandles. Minimum lighting requirement of parking areas is five (5) footcandles.

The minimum distance of entry/exits from corner intersections is 150 feet.

Large illuminated signs with architectural features, such as an arch, canopy shall be used at the entrance to emphasize the facility entry and attract patrons.

Off-Street Loading Space Requirements
One loading space is required in any parking lot with fifteen (15) or more spaces serving any nonresidential or mixed use.

Loading docks and service areas are prohibited on the primary street building frontage. & MIXED USE RESIDENTIAL

OBJECTIVE DESIGN STANDARDS

MULTI FAMILY RESIDENTIAL
City of Murrieta | CA
April 2023
107
DocuSign Envelope ID: 1DF62206-F62A-477B-8E08-5259CFD4B89D 627989

ADDITIONAL APPLICANT COMMENTS (OPTIONAL) ADDITIONAL CITY COMMENTS (OPTIONAL)

GENERAL STANDARDS
Design Standards Applicant City Use Only
Complete N/A Complete N/A
Loading requirement are listed under MMC 16.34.100.

Tandem Parking
Tandem parking may be permitted to satisfy the off-street parking requirement for a residential unit in accordance with the following.
y No more than two vehicles shall be placed one behind the other. y Both spaces shall be assigned to a single dwelling unit. y The tandem parking bay shall be a minimum 40 feet by ten (10) feet in interior dimension. y Tandem parking to meet required parking for multi-unit development shall be located within an enclosed structure and the number of tandem parking spaces shall not exceed 50 percent of the total provided number of spaces.
y Tandem parking shall not be used to satisfy the parking requirement for guest parking. y The minimum vertical clearance for shall be eight (8) feet (per MMC 16.34.070).

Common Open Space
In projects containing fewer that ten (10) units, the common open space shall have a minimum width and depth of ten (10) feet.
& MIXED USE RESIDENTIAL

OBJECTIVE DESIGN STANDARDS

MULTI FAMILY RESIDENTIAL
City of Murrieta | CA
April 2023
108
DocuSign Envelope ID: 1DF62206-F62A-477B-8E08-5259CFD4B89D 628990

ADDITIONAL APPLICANT COMMENTS (OPTIONAL) ADDITIONAL CITY COMMENTS (OPTIONAL)

GENERAL STANDARDS
Design Standards Applicant City Use Only
Complete N/A Complete N/A
y In projects containing ten (10) or more or units, where the required common area is less than 3,000 square feet, the common outdoor space shall be concentrated in one area. The common recreation area shall be at least 25 feet in width.
y Where
the required common area is 3,000 square feet or more, the space may be divided among multiple areas; provided, that at least one recreation area is a minimum of 2,000 square feet in area with a minimum width of 25 feet.
y All other areas shall be at least 1,000 square feet in area with a minimum width of 10 feet.

Primary common open space shall not be located at an extreme edge of the property or dispersing smaller less usable areas throughout the site.

Residential units shall be within a 1/4 mile (1,320 feet) walking distance of common open space.

Minimum open space requirements are met per the requirements on Page 25.

Pedestrian walkways shall connect the common open space to a public right-of-way or building entrance.

Open space areas shall not be located directly next to arterial streets, service areas, or adjacent commercial development to ensure they are sheltered from the noise and traffic of adjacent streets or other incompatible uses. Alternatively, a minimum of ten (10) foot wide dense landscaping shall be provided as screening.

OBJECTIVE DESIGN STANDARDS

MULTI FAMILY RESIDENTIAL
City of Murrieta | CA
April 2023
109
DocuSign Envelope ID: 1DF62206-F62A-477B-8E08-5259CFD4B89D 629991

ADDITIONAL APPLICANT COMMENTS (OPTIONAL) ADDITIONAL CITY COMMENTS (OPTIONAL)

GENERAL STANDARDS
Design Standards Applicant City Use Only
Complete N/A Complete N/A
Forecourt must be enclosed on at least three sides by buildings. The minimum dimension of any side is 40 feet.

Developments that include 30 or more dwelling units shall include at least one play area for children (except for age restricted to senior citizens; or located within 300 feet of a public park). Such play area shall:
y Have
a minimum dimension of 20 feet in any direction and a minimum area of 600 square feet. y Contain play equipment, including equipment designed for children age five years and younger. y Be visible from multiple dwelling units within the project. y Be protected from any adjacent streets or parking lot with a fence or other barrier at least four (4) feet in height.

Multifamily developments exceeding 150 units, shall have at least two common open space areas and shall incorporate activities for different age groups.

Recreational Amenities
The required front yard area shall not be counted toward satisfying the common recreation area requirement.

Project shall include at least one children play area with a minimum dimension of 150 square feet.

Unless otherwise approved by the Planning, Building and Public Works Director, required play spaces for children shall be accessible from all on-site dwellings by pedestrian paths separate from vehicular areas.

All play areas shall be located away from high automobile traffic and shall be situated for maximum visibility from the dwelling units.

A play area for children under age five (5) shall be provided within direct visibility of common spaces. & MIXED USE RESIDENTIAL

OBJECTIVE DESIGN STANDARDS

MULTI FAMILY RESIDENTIAL
City of Murrieta | CA
April 2023
110
DocuSign Envelope ID: 1DF62206-F62A-477B-8E08-5259CFD4B89D 630992

ADDITIONAL APPLICANT COMMENTS (OPTIONAL) ADDITIONAL CITY COMMENTS (OPTIONAL)

GENERAL STANDARDS
Design Standards Applicant City Use Only
Complete N/A Complete N/A
Senior housing and/or HOPA housing shall be exempt from the requirement to provide play areas, but shall provide areas of congregation that encourage physical activity.

One common recreational amenity shall be provided for each 30 units or fraction thereof. Facilities that serve more people could be counted as two amenities. The following listed amenities satisfy the recreational requirements.
y Clubhouse at a minimum of 750 square feet (two)
y Swimming P
ool at a minimum of 15x30 feet or equal surface area (two) y Tennis,
Basketball or Racquetball court
y Weightlif
ting facility
y Children’
s playground at a minimum of 600 square feet
y Sauna or Jacuzzi
y Day Care F
acility (two)
y Other recreational amenities deemed adequate by the director. y Community garden
Private Open Space
Private usable open space shall be accessible to only one living unit by a doorway or doorways to a habitable room or hallway of the unit.

OBJECTIVE DESIGN STANDARDS

MULTI FAMILY RESIDENTIAL
City of Murrieta | CA
April 2023
111
DocuSign Envelope ID: 1DF62206-F62A-477B-8E08-5259CFD4B89D 631993

ADDITIONAL APPLICANT COMMENTS (OPTIONAL) ADDITIONAL CITY COMMENTS (OPTIONAL)

GENERAL STANDARDS
Design Standards Applicant City Use Only
Complete N/A Complete N/A
Above ground-level space shall have at least one exterior side open and unobstructed for at least eight (8) feet above floor level, except for incidental railings and balustrades.

Guardrails on open-sided surfaces (like stairs, balconies, decks, porches, etc.) must be at least 36 inches in height.

Balconies and decks facing shall have walls or railings that are at least 50 percent open.

Private open spaces shall be contiguous to the units they serve and screened to a minimum height of four feet by use of plant materials, solid walls, or building surface.

Landscaping
Landscaping materials shall comply with the following:
y Shrubs,
of at least one-gallon size;
y Ground
cover instead of grass/turf; and/or
y Decorative
nonliving landscaping materials including, but not limited to, sand, stone, gravel, wood or water may be used to satisfy a maximum of 25 percent of the required landscaping area.

Trees shall be planted in a manner which maximizes the shading of paved areas, outdoor seating, and both south and west facing windows.

The tree palette shall provide a balanced use of evergreen and deciduous trees.

A minimum of five (5) foot wide landscaping shall be incorporated around the base of buildings (except for walkways and driveways) to soften the edge between parking, drive aisles and sidewalks.

Development on sloped properties shall follow the natural contours of the land by use of design features listed in the MMC (section 16.08.040).
& MIXED USE RESIDENTIAL

OBJECTIVE DESIGN STANDARDS

MULTI FAMILY RESIDENTIAL
City of Murrieta | CA
April 2023
112
DocuSign Envelope ID: 1DF62206-F62A-477B-8E08-5259CFD4B89D 632994

ADDITIONAL APPLICANT COMMENTS (OPTIONAL) ADDITIONAL CITY COMMENTS (OPTIONAL)

GENERAL STANDARDS
Design Standards Applicant City Use Only
Complete N/A Complete N/A
The applicant shall choose and group plant species with similar water demands to facilitate efficient irrigation (MMC 16.28.060).

High water use plants, characterized by a plant factor of 0.7 to 1.0, can only be used in the common open space.

Turf is not allowed on slopes greater that 25 percent where the toe of the slope is adjacent to an impermeable hardscape (MMC 16.28.060).

All setbacks and non-work areas shall be landscaped within the development area.

Hardscape shall not be used to meet minimum site landscaping requirements in MMC 16.28.070.

Pedestrian access to sidewalks and structures shall be considered in the design of all landscaped areas.

A mix of plant materials shall be provided in compliance with the Table 3-5, MMC Section 16.28.080.

Primary street trees, shade trees, and parking lot trees shall choose fifteen (15) gallon trees.

Sidewalks and pedestrian walkways shall be a minimum of five (5) feet in width.

Store Fronts
The ground floor elevation shall be located near the elevation of the sidewalk to minimize the need for external steps and external ADA ramps at public entrances.

All ground floor tenant spaces that have street frontage shall have storefront entrances on the façade fronting a street.
& MIXED USE RESIDENTIAL

OBJECTIVE DESIGN STANDARDS

MULTI FAMILY RESIDENTIAL
City of Murrieta | CA
April 2023
113
DocuSign Envelope ID: 1DF62206-F62A-477B-8E08-5259CFD4B89D 633995

ADDITIONAL APPLICANT COMMENTS (OPTIONAL) ADDITIONAL CITY COMMENTS (OPTIONAL)

GENERAL STANDARDS
Design Standards Applicant City Use Only
Complete N/A Complete N/A
Entrance shall be emphasized and clearly recognizable from the street. One or more of the following methods shall be used to achieve this result:
y Pro
jecting non-fabric awnings or canopies above an entry (covered entry); y Var
ied building mass above an entry, such as a tower that protrudes from the rest of the building surface; y Special corner building entrance treatments, such as a rounded or angled facets on the corner, or an embedded corner tower, above the entry;
y Special architectural elements, such as columns, porticos, overhanging roofs, and ornamental light fixtures; y Pro
jecting or recessed entries or bays in the facade;
y Recessed
entries must feature design elements that call attention to the entrance such as ridged canopies, contrasting materials, crown molding, decorative trim, or a 45-degree cut away entry; and y Changes in roofline or articulation in the surface of the subject wall.

Lobby entrances to upper floor uses shall be located on a façade fronting a street.

A minimum of ten (10) feet wide frontage shall be provided from the back of curb to the building.

The ground between the curb and the building face shall be paved with hard surfaces to maximize the walkable area and provide flexible spaces to accommodate commercial uses.

Windows and/or glass doors shall cover not less than 50 percent of the first floor elevation along street frontages.

At least 25 percent of the surface area of each upper floor façade shall be occupied by windows.

Projecting elements on upper floors may project five (5) feet from the façade and project into the setback. & MIXED USE RESIDENTIAL

OBJECTIVE DESIGN STANDARDS

MULTI FAMILY RESIDENTIAL
City of Murrieta | CA
April 2023
114
DocuSign Envelope ID: 1DF62206-F62A-477B-8E08-5259CFD4B89D 634996

ADDITIONAL APPLICANT COMMENTS (OPTIONAL) ADDITIONAL CITY COMMENTS (OPTIONAL)

GENERAL STANDARDS
Design Standards Applicant City Use Only
Complete N/A Complete N/A
Development with retail, commercial, community or public uses on the ground floor shall have a clear floor- ceiling height of at least fifteen (15) feet.

If the front façade is set back from the public sidewalk, the setback shall be improved as an extension of the public sidewalk.

Live-Work/Office Fronts
The ground floor elevation shall be located near the elevation of the sidewalk to minimize the need for external steps and external ADA ramps at public entrances.

All ground floor tenant spaces that have street frontage shall have entrances on a façade fronting a street.

All other ground floor uses may have a common lobby entrance along the front façade or private entrances along other facades.

Entrances to upper floor units may be provided through a common lobby entrance and/or by a common entrance along a façade fronting a street.

At least 40 percent of the surface area of the ground floor façade shall be occupied by display windows or translucent panels.

At least 25 percent of the surface area of each upper floor façade shall be occupied by windows.

Projecting elements on upper floors may project three (3) feet from the façade and project into the setback. & MIXED USE RESIDENTIAL

OBJECTIVE DESIGN STANDARDS

MULTI FAMILY RESIDENTIAL
City of Murrieta | CA
April 2023
115
DocuSign Envelope ID: 1DF62206-F62A-477B-8E08-5259CFD4B89D 635997

ADDITIONAL APPLICANT COMMENTS (OPTIONAL) ADDITIONAL CITY COMMENTS (OPTIONAL)

GENERAL STANDARDS
Design Standards Applicant City Use Only
Complete N/A Complete N/A
The ground floor shall have a clear floor-ceiling height of at least twelve (12) feet.

If the front façade is set back from the public sidewalk, the setback shall be landscaped and/or improved as an extension of the public sidewalk.

Residential Fronts
Garages shall not exceed 40 percent of the length of the building facade.

The ground floor elevation shall be located within six (6) feet of the ground surface of the adjacent sidewalk or walkway.

Entrances to ground floor units that have street frontage may be provided through a common lobby entrance and/or by private entrances from the adjacent sidewalk.

Entrances to upper floor units may be provided through a common lobby entrance and/or by a common entrance along a façade fronting a street.

At least 25 percent of the surface area of the ground and upper floor façade shall be occupied by windows.

OBJECTIVE DESIGN STANDARDS

MULTI FAMILY RESIDENTIAL
City of Murrieta | CA
April 2023
116
DocuSign Envelope ID: 1DF62206-F62A-477B-8E08-5259CFD4B89D 636998

ADDITIONAL APPLICANT COMMENTS (OPTIONAL) ADDITIONAL CITY COMMENTS (OPTIONAL)

GENERAL STANDARDS
Design Standards Applicant City Use Only
Complete N/A Complete N/A
Projecting elements on upper floors may project three (3) feet from the façade and project into the setback.

The public sidewalk shall be improved with street trees standards per MMC 16.28.080.

If the front façade is set back from the public sidewalk, the setback shall be landscaped (excluding stoops/ front porches and paved paths to building entrances).

Exterior Lighting
Lighting plan shall be prepared and shall demonstrate the dispersal of light on the ground surface and compliance with the requirements in MMC 16.18.100.

Lighting shall be shielded and directed downward, with location of lights coordinated with the approved landscape plan.

Exterior lamps shall be low wattage, LED, and except for outdoor Christmas lights, shall not be colored.

All exterior lighting shall be dark sky compliant, and designed, located and lamped in order to prevent overlighting, energy waste, glare, and light trespass.

Bollard lighting may be used to light walkways and other landscape features, but shall cast its light downward.

All parking lot lights shall be full cutoff luminaires, as certified by the manufacturer, with the light source directed downward and away from adjacent residences.

Street lights shall use decorative lighting poles that match with the community theme.

Outside and parking lot lighting shall not exceed 0.1 footcandles at residential property lines. & MIXED USE RESIDENTIAL

OBJECTIVE DESIGN STANDARDS

MULTI FAMILY RESIDENTIAL
City of Murrieta | CA
April 2023
117
DocuSign Envelope ID: 1DF62206-F62A-477B-8E08-5259CFD4B89D 637999

ADDITIONAL APPLICANT COMMENTS (OPTIONAL) ADDITIONAL CITY COMMENTS (OPTIONAL)

GENERAL STANDARDS
Design Standards Applicant City Use Only
Complete N/A Complete N/A
Lighting shall be located so as to minimize the impact of lighting upon adjacent buildings and properties, especially residential uses. Any lighting source, including illuminated signs, shall be positioned so that light does not shine directly into residential windows. (DTSP section 4.8) Trash and Recycling Enclosures
The location of storage areas shall be conveniently accessible for trash removal by standard refuse disposal vehicles.

Enclosures shall be finished using materials compatible with the surrounding architecture.

Provide a concrete pad within the fenced or walled area(s) and a concrete apron which facilitates the handling of the individual bins or containers.

The location of storage areas shall be conveniently accessible for trash removal by standard refuse disposal vehicles.

For sites having 2-6 units, a minimum of twelve (12) square feet waste and twelve (12) square feet recycling enclosure shall be provided.

For sites having 7-15 units, a minimum of 24 square feet waste and 24 square feet recycling enclosure shall be provided.
& MIXED USE RESIDENTIAL

OBJECTIVE DESIGN STANDARDS

MULTI FAMILY RESIDENTIAL
City of Murrieta | CA
April 2023
118
DocuSign Envelope ID: 1DF62206-F62A-477B-8E08-5259CFD4B89D 6381000

ADDITIONAL APPLICANT COMMENTS (OPTIONAL) ADDITIONAL CITY COMMENTS (OPTIONAL)

GENERAL STANDARDS
Design Standards Applicant City Use Only
Complete N/A Complete N/A
For sites having 16-25 units, a minimum of 48 square feet waste and 48 square feet recycling enclosure shall be provided.

For sites having 25 more units, every additional 25 dwellings or fraction thereof shall require an additional 48 square feet for solid waste and 48 square feet for recyclables.

All recycling areas in multifamily residential developments shall be located within 250 feet of any residential unit.

Storage areas shall not be closer than twenty (20) feet from doors or operable windows of adjacent structures.

For individual unit, a minimum of three (3) cubic feet shall be provided for the storage of refuse and a minimum of three (3) cubic feet shall be provided for the storage of recyclable material.

Garbage and/or solid waste storage shall be screened from public view and landed on a concrete pad.

Door Bells
Every dwelling consisting of more than five (5) dwelling units shall be equipped with doorbells, intercoms or other signaling device attached to the front exterior of the dwelling accessible to all visitors to the dwelling.

Doorbell locations shall meet the ADA requirement.

If a gate is provided between the front door and the street, the gate shall be clearly marked as the main entrance to the business and include a doorbell, directory, call box, or other means of communication for patients and patrons to be allowed access to the business. & MIXED USE RESIDENTIAL

OBJECTIVE DESIGN STANDARDS

MULTI FAMILY RESIDENTIAL
City of Murrieta | CA
April 2023
119
DocuSign Envelope ID: 1DF62206-F62A-477B-8E08-5259CFD4B89D 6391001

BUILDING

STANDARDS

BY TYPE
& MIXED USE RESIDENTIAL

OBJECTIVE DESIGN STANDARDS

MULTI-FAMILY RESIDENTIAL
City of Murrieta | CA
April 2023
120
DocuSign Envelope ID: 1DF62206-F62A-477B-8E08-5259CFD4B89D 6401002

ADDITIONAL APPLICANT COMMENTS (OPTIONAL) ADDITIONAL CITY COMMENTS (OPTIONAL)

BUILDING STANDARDS BY TYPES - LOWRISE
Design Standards Applicant City Use Only
Complete N/A Complete N/A
Site Design For Low Rise
Each unit shall have an individual entry facing a street or a common open space.

Maximum building coverage: 40 percent.

Parking for residents must be in the garage. Guest parking may be surface parking (covered or uncovered).

Parking requirement and standards shall be in accordance with MMC 16.34.040 and Chapter 2.2 Parking in this book.

Open Space requirement shall be in accordance with MMC 16.34.040 and Chapter 2.3 Common Open Space, Chapter 2.4 Recreational Amenities, and Chapter 2.5 Private Open Space in this book.

The area between a building and the street must be landscaped.

Site development standards and required setbacks shall be in accordance with Table 16.08-4 in MMC

16.08.020.

A minimum of 20 percent of the site shall be landscaped with a mix of vegetative ground cover, shrubbery, and trees.

OBJECTIVE DESIGN STANDARDS

MULTI FAMILY RESIDENTIAL
City of Murrieta | CA
April 2023
121
DocuSign Envelope ID: 1DF62206-F62A-477B-8E08-5259CFD4B89D 6411003

ADDITIONAL APPLICANT COMMENTS (OPTIONAL) ADDITIONAL CITY COMMENTS (OPTIONAL)

BUILDING STANDARDS BY TYPES - LOWRISE
Design Standards Applicant City Use Only
Complete N/A Complete N/A
Townhome Building Massing Standards
The minimum unit of a townhome shall be three (3) units. The maximum building length shall be 150 feet or six (6) units, whichever is less.

Entrance frequency: At least one every 50 feet.

Maximum elevation of the front entrance shall be 30 inches above adjacent sidewalk. If the elevation exceeding 30 inches, projects are subject to accessibility design reviews.

Parking (garage) may be front-loaded or rear-loaded, but must be entered from alley.

Architectural articulation and projection shall follow the requirement in MMC 16.08.040.

Primary elevations (facades) shall incorporate design features such as offsets, balconies, projections, window reveals, or similar elements to preclude large expanses of uninterrupted building. Along the vertical face of a structure, such features shall occur at a minimum of every 35 feet and on each floor shall contain at least two of the following features:
y R
ecess (e.g., deck, patio, courtyard, balcony, garage, entrance, or similar feature) that has a minimum depth of four (4) feet;
y Ext
ension (e.g., floor area, deck, porch, bay window, patio, entrance, or similar feature) that projects a minimum of two (2) feet and runs horizontally for a minimum length of four (4) feet; and/or y Offsets
of facade or roof elevation of two (2) feet or greater.

The vertical massing of buildings shall be articulated to express each individual unit.

Avoid having primary entry directly faces another unit’s garage door. & MIXED USE RESIDENTIAL

OBJECTIVE DESIGN STANDARDS

MULTI FAMILY RESIDENTIAL
City of Murrieta | CA
April 2023
122
DocuSign Envelope ID: 1DF62206-F62A-477B-8E08-5259CFD4B89D 6421004

ADDITIONAL APPLICANT COMMENTS (OPTIONAL) ADDITIONAL CITY COMMENTS (OPTIONAL)

BUILDING STANDARDS BY TYPES - LOWRISE
Design Standards Applicant City Use Only
Complete N/A Complete N/A
Townhome Building Massing Standards
A covered porch or covered recess entry is required for each townhouse, with a minimum depth of five (5) feet and a minimum area of 40 square feet.

Multiplex Building Massing Standards
The maximum building length shall be 150 feet.

Alley or courtyard provides access to units and garages.

Entrance frequency: At least one every 50 feet.

Maximum elevation of first inhabited level: 30 inches above adjacent sidewalk.

Parking (garage) shall be rear-loaded or detached.

Architectural articulation and projection shall follow the requirement in MMC 16.08.040. & MIXED USE RESIDENTIAL

OBJECTIVE DESIGN STANDARDS

MULTI FAMILY RESIDENTIAL
City of Murrieta | CA
April 2023
123
DocuSign Envelope ID: 1DF62206-F62A-477B-8E08-5259CFD4B89D 6431005

ADDITIONAL APPLICANT COMMENTS (OPTIONAL) ADDITIONAL CITY COMMENTS (OPTIONAL)

BUILDING STANDARDS BY TYPES - LOWRISE
Design Standards Applicant City Use Only
Complete N/A Complete N/A
Primary elevations (facades) shall incorporate design features such as offsets, balconies, projections, window reveals, or similar elements to preclude large expanses of uninterrupted building. Along the vertical face of a structure, such features shall occur at a minimum of every 35 feet and on each floor shall contain at least two of the following features:
y R
ecess (e.g., deck, patio, courtyard, balcony, garage, entrance, or similar feature) that has a minimum depth of four (4) feet;
y Ext
ension (e.g., floor area, deck, porch, bay window, patio, entrance, or similar feature) that projects a minimum of two (2) feet and runs horizontally for a minimum length of four (4) feet; and/or y Offsets
of facade or roof elevation of two (2) feet or greater.

The vertical massing of buildings shall look like large residences.

Courtyard Building Massing Standards
The maximum building length shall be 150 feet at any side.

Courtyard(s) shall be accessible from the residential street.

If courtyard is common open space, the front facade shall face the open space.

Alley or courtyard provides access to units and garages.

Entrance frequency: At least one every 50 feet.

Maximum elevation of first inhabited level: 30 inches above adjacent sidewalk.

The courtyard shall be easily accessed from the street. & MIXED USE RESIDENTIAL

OBJECTIVE DESIGN STANDARDS

MULTI FAMILY RESIDENTIAL
City of Murrieta | CA
April 2023
124
DocuSign Envelope ID: 1DF62206-F62A-477B-8E08-5259CFD4B89D 6441006

ADDITIONAL APPLICANT COMMENTS (OPTIONAL) ADDITIONAL CITY COMMENTS (OPTIONAL)

BUILDING STANDARDS BY TYPES - LOWRISE
Design Standards Applicant City Use Only
Complete N/A Complete N/A
Recessed entries with arches or canopies, stoops, low privacy walls.

Parking (garage) shall be rear-loaded or detached.

Architectural articulation and projection shall follow the requirement in MMC 16.08.040.

Primary elevations (facades) shall incorporate design features such as offsets, balconies, projections, window reveals, or similar elements to preclude large expanses of uninterrupted building. Along the vertical face of a structure, such features shall occur at a minimum of every 35 feet and on each floor shall contain at least two of the following features:
y R
ecess (e.g., deck, patio, courtyard, balcony, garage, entrance, or similar feature) that has a minimum depth of four (4) feet;
y Ext
ension (e.g., floor area, deck, porch, bay window, patio, entrance, or similar feature) that projects a minimum of two (2) feet and runs horizontally for a minimum length of four (4) feet; and/or y Offsets
of facade or roof elevation of two (2) feet or greater. & MIXED USE RESIDENTIAL

OBJECTIVE DESIGN STANDARDS

MULTI FAMILY RESIDENTIAL
City of Murrieta | CA
April 2023
125
DocuSign Envelope ID: 1DF62206-F62A-477B-8E08-5259CFD4B89D 6451007

ADDITIONAL APPLICANT COMMENTS (OPTIONAL) ADDITIONAL CITY COMMENTS (OPTIONAL)

BUILDING STANDARDS BY TYPES - MID RISE
Design Standards Applicant City Use Only
Complete N/A Complete N/A
Site Layout for Mid Rise
Upper floor units shall be accessed by a common entry along the front street.

For mixed-use, ground floor shops or office shall have individual entries along the adjacent street.

Parking may be covered, uncovered, or in a garage. Standards shall be in accordance with MMC 16.34.040 and Chapter 2.3 Parking in this book.

Open Space requirement shall be in accordance with MMC 16.34.040 and Chapter 2.3 Common Open Space, Chapter 2.4 Recreational Amenities, and Chapter 2.5 Private Open Space in this book.

Site development standards and required setbacks shall be in accordance with Table 16.08-4 in MMC

16.08.020.

Building Massing
Structures with heights greater than three (3) stories shall set back upper portions of the structure a minimum of ten (10) feet for each additional two (2) stories (MMC 16.44.100).

OBJECTIVE DESIGN STANDARDS

MULTI FAMILY RESIDENTIAL
City of Murrieta | CA
April 2023
126
DocuSign Envelope ID: 1DF62206-F62A-477B-8E08-5259CFD4B89D 6461008

ADDITIONAL APPLICANT COMMENTS (OPTIONAL) ADDITIONAL CITY COMMENTS (OPTIONAL)

BUILDING STANDARDS BY TYPES - MID RISE
Design Standards Applicant City Use Only
Complete N/A Complete N/A
Major breaks shall be a minimum of five (5) feet deep and 25 feet wide and shall extend at least two-thirds (2/3) of the height of the building. Exceptions include, for buildings with upper stories (above first floor) stepped back at least five feet; or the major break need only extend two-thirds (2/3) of the height of the portion of the front façade that is not stepped back.

Where parking structures are planned, the street side shall be composed of pedestrian-active uses (such as stores, lobby) on the ground level to screen parking structures.

Residential ground floor uses in multi-family buildings, other then accessible units, shall be no more than four (4) feet above the public sidewalk grade, if setback is fifteen (15) feet or less.

At least one elevator shall be provided in each multi-family building containing 21 or more units, where some of those units have primary accesses only to the third-story or higher stories. & MIXED USE RESIDENTIAL

OBJECTIVE DESIGN STANDARDS

MULTI FAMILY RESIDENTIAL
City of Murrieta | CA
April 2023
127
DocuSign Envelope ID: 1DF62206-F62A-477B-8E08-5259CFD4B89D 6471009

ADDITIONAL APPLICANT COMMENTS (OPTIONAL) ADDITIONAL CITY COMMENTS (OPTIONAL)

BUILDING STANDARDS BY TYPES - MID RISE
Design Standards Applicant City Use Only
Complete N/A Complete N/A
The ground floor elevation shall consist of at least one of the following:
y A
line of awnings or canopies over ground floor storefronts or amenity space windows extending at least 75 percent of the elevation width.
y Unobstr
ucted transparent glass storefronts for at least 75 percent of the elevation width. y A
different exterior cladding material than the middle/body separated from the middle/body above with either an overhang or recess of two (2) feet or more, or a horizontal belt course with a dimension of at least twelve (12) inches, consisting of a different color and material separating the base from the middle section.
y A
series of individual residential entries with recessed entryways. y A
series of individual residential entries with porches with roofs.

The cap is at the top of the building and shall include at least one of the following:
y If
the building has a parapet wall, add a cornice feature, consisting of a different material and a depth of at least twelve (12) inches over the wall below.
y If
a building has a pitched roof, an eave overhang of at least two (2) feet. y A
building stepback of at least three (3) feet from the main wall plane of the story below. y A
change in exterior cladding material at the top story that is different than the story below, effectively using the top story as a wall cap.
& MIXED USE RESIDENTIAL

OBJECTIVE DESIGN STANDARDS

MULTI FAMILY RESIDENTIAL
City of Murrieta | CA
April 2023
128
DocuSign Envelope ID: 1DF62206-F62A-477B-8E08-5259CFD4B89D 6481010

ADDITIONAL APPLICANT COMMENTS (OPTIONAL) ADDITIONAL CITY COMMENTS (OPTIONAL)

BUILDING STANDARDS BY TYPES - HIGH RISE
Design Standards Applicant City Use Only
Complete N/A Complete N/A
Building Massing for High Rise
The minimum height of the base should be two (2) stories.

The maximum height of the base of a proposed high-rise building should be equal to the width of the right- of -way to provide sufficient enclosure for the street without overwhelming the street.

Additional height may be appropriate through the provision of step backs and architectural articulation, particularly on wider streets and deeper lots.

For sites where the adjacent context is lower-scale and not anticipated to change:
y The
height of the base or the portion of the base immediately adjacent to the neighboring lower-scale buildings should match the height of the neighboring buildings; and y Pr ovide a transition in height on the base through setbacks Use bird-friendly best management practices in accordance with the City’s guidelines. In particular, apply visual markers or use low reflectance materials on all exterior glazing within the first 65 feet of the building above grade.

Eighty (80) percent of the ground floor should be highly transparent.

The maximum tower floor plate for a high-rise residential building should be 8,000 square feet to minimize shadow and wind impacts.

The tower, including the balconies, should be stepback a minimum of ten (10) feet from the base.

Up to one-third (1/3) of a tower frontage along a street or a public space may extend straight down to the ground.
& MIXED USE RESIDENTIAL

OBJECTIVE DESIGN STANDARDS

MULTI FAMILY RESIDENTIAL
City of Murrieta | CA
April 2023
129
DocuSign Envelope ID: 1DF62206-F62A-477B-8E08-5259CFD4B89D 6491011

ADDITIONAL APPLICANT COMMENTS (OPTIONAL) ADDITIONAL CITY COMMENTS (OPTIONAL)

BUILDING STANDARDS BY TYPES - HIGH RISE
Design Standards Applicant City Use Only
Complete N/A Complete N/A
Orienting and shaping the tower to improve building energy performance, natural ventilation, and daylighting.

Open Space (Rooftop)
Any rooftop uses shall require a full plan review, permits and inspections for occupants and structural safety based on how the building roof is to be used.

The rooftop garden shall be located on the third or higher story.

The rooftop garden shall be accessible to all residents of dwelling units on the parcel, but not to commercial tenants of a residential mixed-use development.

Minimum dimensions of rooftop garden is fifteen (15) feet.

Permanent fixtures associated with the usable open space, such as trellises, shade structures, furniture, and furnishings such as planters, lighting and heaters, may exceed the height limit by up to twelve (12) feet.

Rooftop equipment shall be screened by a parapet or enclosure.

Where rooftops are visible from off-site, they should be treated to minimize aesthetic impacts. & MIXED USE RESIDENTIAL

OBJECTIVE DESIGN STANDARDS

MULTI FAMILY RESIDENTIAL
City of Murrieta | CA
April 2023
130
DocuSign Envelope ID: 1DF62206-F62A-477B-8E08-5259CFD4B89D 6501012

ARCHITECTURAL
STYLES
& MIXED USE RESIDENTIAL

OBJECTIVE DESIGN STANDARDS

MULTI-FAMILY RESIDENTIAL
City of Murrieta | CA
April 2023
131
DocuSign Envelope ID: 1DF62206-F62A-477B-8E08-5259CFD4B89D 6511013

ADDITIONAL APPLICANT COMMENTS (OPTIONAL) ADDITIONAL CITY COMMENTS (OPTIONAL)

ARCHITECTURAL STYLES - MISSION SPANISH COLONIAL
Design Standards Applicant City Use Only
Complete N/A Complete N/A
Form and Massing
Asymmetrical façade/elevations.
3 or more roof planes.

At least 50 percent of the units shall have balconies or window treatments (such as shutters or awnings).

Entrances are recessed at least twelve (12) inches.

Additional details for projects four (4) stories and taller, mixed use, or for a project with more than fifteen (15) buildings (required two details)
y Include
two add-on projections such as verandas, arcades, balconies and exterior stairs. y The
ends of building massings shall be stepped down to create a more pedestrian scale. y One
focal point, such as courtyard, tower, or fountain
y Wingwall or columns on the ground level
Roof
Low pitched (4:12 maximum) cross- or side-gable roofs. The pitch shall remain constant except for a veranda or arcade.

Red, fired, clay tile roofs. Common tile shapes include both Spanish (S-shaped) and Mission (half-cylinder) types.

The gable has little or no overhang on the rake.

Thirty (30) percent of the primary facade length shall have a six (6) to twelve (12) inches eave overhang and 20 percent shall have a 24 inches overhang with exposed rafter tails. & MIXED USE RESIDENTIAL

OBJECTIVE DESIGN STANDARDS

MULTI FAMILY RESIDENTIAL
City of Murrieta | CA
April 2023
132
DocuSign Envelope ID: 1DF62206-F62A-477B-8E08-5259CFD4B89D 6521014

ADDITIONAL APPLICANT COMMENTS (OPTIONAL) ADDITIONAL CITY COMMENTS (OPTIONAL)

ARCHITECTURAL STYLES - MISSION SPANISH COLONIAL
Design Standards Applicant City Use Only
Complete N/A Complete N/A
Hipped roofs shall only be used in combination with gables or on a tower element.

Shed roofs are only used in conjunction with verandas.

When a flat roof is used it shall be screened by a parapet that is an extension of the wall plane or by a modified Mansard roof.

Materials and Colors
Roof tiles shall use terracotta, brown earth tones, or rustic red color palette.

White, cream, or tan stucco wall with smooth or lightly textured finish (i.e. hand troweled or smaller particles).

Re-sawn wood shall be used as secondary wall material for the following and similar elements:
1) Posts and exposed beams
2) Railing, spindles and grill work
3) Shutters, window frames and doors
If windows have shutters, the shutter’s color shall match the accent color that is use for doors or decorative trim.

At least one wrought iron elements (such as railings, hardwares, and gates) shall be used.

Doors and Windows
Accent windows shall be less than 20 percent of the total windows.

The primary facade shall include at least one arched elements. & MIXED USE RESIDENTIAL

OBJECTIVE DESIGN STANDARDS

MULTI FAMILY RESIDENTIAL
City of Murrieta | CA
April 2023
133
DocuSign Envelope ID: 1DF62206-F62A-477B-8E08-5259CFD4B89D 6531015

ADDITIONAL APPLICANT COMMENTS (OPTIONAL) ADDITIONAL CITY COMMENTS (OPTIONAL)

ARCHITECTURAL STYLES - MISSION SPANISH COLONIAL
Design Standards Applicant City Use Only
Complete N/A Complete N/A
At least 50 percent of the windows shall be casement windows.

All entrance door surrounds shall be banded with ceramic tile, molded plaster or painted accents.

All the casement windows and double hung windows shall have wooden frame.

At least two types/shapes of windows shall be used.

A minimum three (3) inches wide flat casting shall be used on all non-recessed casement windows.

Eighty (80) percent of the primary windows shall have window muntins.

Decorative Details
All residential projects shall provide at least four of the following. Residential projects four (4) stories and taller, mixed use projects, or projects more than fifteen (15) buildings shall provide at least six of the following:
y Entr
y/Front porch or patio
y Decorativ e tiles
y Clay tile vents
y Wr ought iron balcony railings or support brackets
y Dark metal light fixture and hardwares
y P aired wood (or wood simulated) garage doors with iron hardware y S tone or brick accented elements
& MIXED USE RESIDENTIAL

OBJECTIVE DESIGN STANDARDS

MULTI FAMILY RESIDENTIAL
City of Murrieta | CA
April 2023
134
DocuSign Envelope ID: 1DF62206-F62A-477B-8E08-5259CFD4B89D 6541016

ADDITIONAL APPLICANT COMMENTS (OPTIONAL) ADDITIONAL CITY COMMENTS (OPTIONAL)

ARCHITECTURAL STYLES - MISSION SPANISH COLONIAL
Design Standards Applicant City Use Only
Complete N/A Complete N/A
y V
erandas, pergolas or arcades
y Wr ought iron balcony railings or support brackets
y Ext erior stairs
y F abric awnings with metal spear supports
& MIXED USE RESIDENTIAL

OBJECTIVE DESIGN STANDARDS

MULTI FAMILY RESIDENTIAL
City of Murrieta | CA
April 2023
135
DocuSign Envelope ID: 1DF62206-F62A-477B-8E08-5259CFD4B89D 6551017

ADDITIONAL APPLICANT COMMENTS (OPTIONAL) ADDITIONAL CITY COMMENTS (OPTIONAL)

ARCHITECTURAL STYLES - CRAFTSMAN
Design Standards Applicant City Use Only
Complete N/A Complete N/A
Form and Massing
Asymmetrical façade/elevations.

Three (3) or more roof planes on the primary facade.

Front-facing gable roofs.

At least 30 percent of the street-facing units shall have balconies or porches.

Primary walls shall have two to three materials/colors, with no more than ninety percent (90 percent) of the total wall surface in one material / color.

Roof
Low- to moderate-pitched gable or hipped roofs (typically from 6:12 to 8:12).

Overhanging eaves (minimum 24 inches along primary elevation) with exposed rafter tails or beams.

Brackets or knee braces at gabled ends.

Use of wood or asphalt shingle (or fiber cement imitation or imitation synthetic asphalt shingles).

Materials and Colors
Brick, stone and concrete blocks are the most common materials used in the base.

Primary walls shall show no more than two materials along any vertical section of the building, with no more than ninety percent (90 percent) of the total wall surface in one material. & MIXED USE RESIDENTIAL

OBJECTIVE DESIGN STANDARDS

MULTI FAMILY RESIDENTIAL
City of Murrieta | CA
April 2023
136
DocuSign Envelope ID: 1DF62206-F62A-477B-8E08-5259CFD4B89D 6561018

ADDITIONAL APPLICANT COMMENTS (OPTIONAL) ADDITIONAL CITY COMMENTS (OPTIONAL)

ARCHITECTURAL STYLES - CRAFTSMAN
Design Standards Applicant City Use Only
Complete N/A Complete N/A
Primary wall materials shall include dark color wood shingles, clapboard siding, or fiber cement siding and natural materials such as arroyo stone or bricks.

Use of dark, neutral, earth-toned color palette, such as browns and greens.

Lighter paint palettes may also be appropriate, particularly for details (columns, rafter tails).

The primary facade shall have at least three paint colors: one for the cladding, one for trim, and one or two for accents such as windows and decorative details.

Doors and Windows
At least 50 percent of the windows shall be casement windows.

Eighty (80) percent of the primary windows shall have grilles.

At least two types/shapes of windows shall be used.

Utilize flat wood trims (typically 4½ inches or 5½ inches wide) around the primary windows and entry doors.

Window and door trim color shall contrast with color of walls.

Entry doors and garage doors have glass panels.

OBJECTIVE DESIGN STANDARDS

MULTI FAMILY RESIDENTIAL
City of Murrieta | CA
April 2023
137
DocuSign Envelope ID: 1DF62206-F62A-477B-8E08-5259CFD4B89D 6571019

ADDITIONAL APPLICANT COMMENTS (OPTIONAL) ADDITIONAL CITY COMMENTS (OPTIONAL)

ARCHITECTURAL STYLES - CRAFTSMAN
Design Standards Applicant City Use Only
Complete N/A Complete N/A
y Exposed rafter tails and knee-brace brackets
y Dor mers shall located on the front façade
y Second-st ory balcony
y Decorativ e attic/gable vent
y Light fixtures shall box-shaped, with metal frame and geometric pattern. y Chimneys are visible at the exterior and arranged on a side elevation y S tained glass windows or transom windows
y Cov ered front porches with tapered pillars
y Gr ound level windows have muntins
y Decorativ e joinery
& MIXED USE RESIDENTIAL

OBJECTIVE DESIGN STANDARDS

MULTI FAMILY RESIDENTIAL
City of Murrieta | CA
April 2023
138
DocuSign Envelope ID: 1DF62206-F62A-477B-8E08-5259CFD4B89D 6581020

ADDITIONAL APPLICANT COMMENTS (OPTIONAL) ADDITIONAL CITY COMMENTS (OPTIONAL)

ARCHITECTURAL STYLES - AMERICAN MERCANTILE
Design Standards Applicant City Use Only
Complete N/A Complete N/A
Form and Massing
Simple, rectangular form.

Rhythmic placement of piers, columns, ground-floor storefronts, and openings on upper levels.

Transparent windows and doorways shall be no less than 80 percent of the street frontage at the ground level.

Multi-story facades are divided into base, body, and top with the ground floor taller than the upper floors.

Engaged columns or lintels over openings.

Bases are articulated by changes in material or changes in wall plane.

Minimal projections or recessions on wall plane.

Roof
Flat roof.

A projecting cornice or a receding, stepped parapet.

Cornice and details mimic and reference historical detailing.

Roofs may be accessible and be used as balconies or terraces.

Street-facing gable roof with roof pitches at least 5:12 unless concealed behind a parapet.

Materials and Colors
& MIXED USE RESIDENTIAL

OBJECTIVE DESIGN STANDARDS

MULTI FAMILY RESIDENTIAL
City of Murrieta | CA
April 2023
139
DocuSign Envelope ID: 1DF62206-F62A-477B-8E08-5259CFD4B89D 6591021

ADDITIONAL APPLICANT COMMENTS (OPTIONAL) ADDITIONAL CITY COMMENTS (OPTIONAL)

ARCHITECTURAL STYLES - AMERICAN MERCANTILE
Design Standards Applicant City Use Only
Complete N/A Complete N/A
The primary walls, shall composed of brick, comprise the main body of the building’s tripartite facade structure. The masonry work can be very plain or highly decorative.

Decorative moldings, cornices, or an applied ornament of stone or cast concrete may be used to express the vertical division between the base, the body, and the top.

No more than three colors shall be used on any given facade.

Stucco and clapboard shall be avoided.

Doors and Windows
Ground floor windows and doors shall be large and expansive, typically with a transom.

Upper floor windows shall be double-hung (two lites), vertically, and grouped with a rhythm relating to the major storefront openings below.

Entrance shall be visually distinct by higher bays, recessed entries with a minimum of three (3) feet, or different color/materials.

Upper floor windows typically have window lintel and sill.

Transom windows above the doors and windows on the ground level.

Fifty (50) percent Windows shall have muntins.

Decorative Details
& MIXED USE RESIDENTIAL

OBJECTIVE DESIGN STANDARDS

MULTI FAMILY RESIDENTIAL
City of Murrieta | CA
April 2023
140
DocuSign Envelope ID: 1DF62206-F62A-477B-8E08-5259CFD4B89D 6601022

ADDITIONAL APPLICANT COMMENTS (OPTIONAL) ADDITIONAL CITY COMMENTS (OPTIONAL)

ARCHITECTURAL STYLES - AMERICAN MERCANTILE
Design Standards Applicant City Use Only
Complete N/A Complete N/A
All residential projects shall provide at least four of the following. Residential projects four (4) stories and taller, mixed use projects, or projects more than fifteen (15) buildings shall provide at least six of the following.
y A
wnings, canopies, and second floor balconies may extend into the public right-of-way. Such attachments provide shelter to passing pedestrians, emphasize the ground floor uses, and add interest to the box-like massing inherent to the style.
y P edimented windows
y Wide window trim with a keystone
y Double bracketed cornice
y Gable roof
y R oof finial
y T ransom above door and windows on the ground level
y Metal stair and balcony railing
y Canopy or awning
y R ecessed entries
y Cast -iron columns
y Shop front millwork
& MIXED USE RESIDENTIAL

OBJECTIVE DESIGN STANDARDS

MULTI FAMILY RESIDENTIAL
City of Murrieta | CA
April 2023
141
DocuSign Envelope ID: 1DF62206-F62A-477B-8E08-5259CFD4B89D 6611023

ADDITIONAL APPLICANT COMMENTS (OPTIONAL) ADDITIONAL CITY COMMENTS (OPTIONAL)

ARCHITECTURAL STYLES - TUSCAN
Design Standards Applicant City Use Only
Complete N/A Complete N/A
Form and Massing
Asymmetrical arrangement of windows and design elements along primary elevation.

Porches, porticoes and/or Juliet balconies.

Recessed entries (at least three (3) feet).

Roof
Flat or low pitched hip or gable roof (maximum 6:12 slope).

Red-toned clay tiles.

Multiple roof levels (at least three (3)).

Large overhanging eaves (minimum twelve (12) inches) along primary elevation.

Shaped timber tiles at eaves.

Materials and Colors
Incorporate rough-hewn stone as accent feature.

Flat stucco walls in light earth tones.

Earthy tone color palette.

Brown or beige window frames.

Doors and Windows
& MIXED USE RESIDENTIAL

OBJECTIVE DESIGN STANDARDS

MULTI FAMILY RESIDENTIAL
City of Murrieta | CA
April 2023
142
DocuSign Envelope ID: 1DF62206-F62A-477B-8E08-5259CFD4B89D 6621024

ADDITIONAL APPLICANT COMMENTS (OPTIONAL) ADDITIONAL CITY COMMENTS (OPTIONAL)

ARCHITECTURAL STYLES - TUSCAN
Design Standards Applicant City Use Only
Complete N/A Complete N/A
Single or double-hung windows shall be more horizontal in proportion with six-over-six muntin patterns and 5½ inches wide trim.

Casement windows shall paired with either four-pane patterns for narrow windows and eight-pane patterns for wider windows.

Vertically oriented rectangular or arched windows arranged in asymmetrical patterns.

Casement or double-hung sash with flat or arched lintels.

Windows shall be recessed three (3) to twelve (12) inches from outer wall on primary facade.

Decorative Details
All residential projects shall provide at least four of the following. Residential projects four (4) stories and taller, mixed use projects, or projects more than fifteen (15) buildings shall provide at least six of the following.
y Shallow Juliet balconies
y Raf ter extensions and brackets
y S tone or stucco window /door trim
y R ectangular or arched wooden door
y Ar cade or porch at entry
y Decorativ e ironwork (window grilles, railings, light fixtures, decorative planters). & MIXED USE RESIDENTIAL

OBJECTIVE DESIGN STANDARDS

MULTI FAMILY RESIDENTIAL
City of Murrieta | CA
April 2023
143
DocuSign Envelope ID: 1DF62206-F62A-477B-8E08-5259CFD4B89D 6631025

ADDITIONAL APPLICANT COMMENTS (OPTIONAL) ADDITIONAL CITY COMMENTS (OPTIONAL)

ARCHITECTURAL STYLES - TUSCAN
Design Standards Applicant City Use Only
Complete N/A Complete N/A
y Ar
ched windows.
y P aired decorative wood shutters. Shutters shall be equal to half the width of the window. Shutter styles can either be paneled or louvered.
y Use of brick, stone or wood columns.
y S tucco or stone chimneys or tower.
y Dark color wood trellis.
y Ar ched openings and doorways at the ground level.
& MIXED USE RESIDENTIAL

OBJECTIVE DESIGN STANDARDS

MULTI FAMILY RESIDENTIAL
City of Murrieta | CA
April 2023
144
DocuSign Envelope ID: 1DF62206-F62A-477B-8E08-5259CFD4B89D 6641026

ADDITIONAL APPLICANT COMMENTS (OPTIONAL) ADDITIONAL CITY COMMENTS (OPTIONAL)

ARCHITECTURAL STYLES - MODERN
Design Standards Applicant City Use Only
Complete N/A Complete N/A
Form and Massing
An irregular, asymmetrical facade.

Strong emphasis on geometry.

Rectangular shape structure.

Horizontal massing.

Lack of ornament or moldings.

Straight and continuous lines.

Multi-faceted appearance.

Repeating lines and elements.

Roof
Flat or low-pitched shed roofs (4:12 slope max).

Slope roofs shall have a minimum two-foot deep overhang at the lower end.

Tile roof shall be prohibited.

Mid- and high-rise may have decks or roof gardens.

Materials and Colors
Use of raw and natural materials like wood, concrete, metal, and glass . & MIXED USE RESIDENTIAL

OBJECTIVE DESIGN STANDARDS

MULTI FAMILY RESIDENTIAL
City of Murrieta | CA
April 2023
145
DocuSign Envelope ID: 1DF62206-F62A-477B-8E08-5259CFD4B89D 6651027

ADDITIONAL APPLICANT COMMENTS (OPTIONAL) ADDITIONAL CITY COMMENTS (OPTIONAL)

ARCHITECTURAL STYLES - MODERN
Design Standards Applicant City Use Only
Complete N/A Complete N/A
Traditional materials (such as stucco, wood, brick and stone) may be used as an accent.

Minimum two (2) materials on the building facade.

Use of bold color blocks to emphasize geometric forms and break down massing elements.

Building facade shall incorporate at least one of the following as an accent: decorative shutters, popouts, trellis or arbor structures, or balconies.

Doors and Windows
Large glass doors and/or window openings.

Window wrapping around a corner of the building.

Narrow aluminum window frames with square sticking.

Valence grids sometimes are applied on windows.

OBJECTIVE DESIGN STANDARDS

MULTI FAMILY RESIDENTIAL
City of Murrieta | CA
April 2023
146
DocuSign Envelope ID: 1DF62206-F62A-477B-8E08-5259CFD4B89D 6661028

ADDITIONAL APPLICANT COMMENTS (OPTIONAL) ADDITIONAL CITY COMMENTS (OPTIONAL)

ARCHITECTURAL STYLES - MODERN
Design Standards Applicant City Use Only
Complete N/A Complete N/A
y Floor
-to-ceiling glass door
y Usable outdoor roof decks
y T rellis shade structures
y Br ight colors to provide contrasting elements
y Metal awning
y Bold Branding
y Floor -to-ceiling glass windows on the ground level
y Br oad roof overhang with exposed wood or steel frame & MIXED USE RESIDENTIAL

OBJECTIVE DESIGN STANDARDS

MULTI FAMILY RESIDENTIAL
City of Murrieta | CA
April 2023
147
DocuSign Envelope ID: 1DF62206-F62A-477B-8E08-5259CFD4B89D 6671029

ADDITIONAL APPLICANT COMMENTS (OPTIONAL) ADDITIONAL CITY COMMENTS (OPTIONAL)

ARCHITECTURAL STYLES - FARMHOUSE
Design Standards Applicant City Use Only
Complete N/A Complete N/A
Form and Massing
Clean and straight exterior lines, geometric form.

Asymmetrical massing with a gable at the front of the house.

Repeating shapes and lines.

Gable roof creating a triangular wall on the ends.

Incorporate farm and ranch forms inspired by barns, silos, sheds, tank houses and granary towers.

Multiple gable and shed roof planes.

Geometric forms, industrial materials, limited palette, and repetition.

Covered porches and awnings to break up volumes between lower and upper floors.

Three (3) or more wall planes with a minimum twelve (12) inches difference.

Roof
High-pitched gabled roof or shed roof (minimum 6:12 slope).

Intersecting gable roofs.

Dark asphalt shingle, metal roofs or synthetic slate shingles.

Triangular rooflines emphasizing the height of the unit.

Large overhangs (minimum two (2) feet in length) above the patio and garage. & MIXED USE RESIDENTIAL

OBJECTIVE DESIGN STANDARDS

MULTI FAMILY RESIDENTIAL
City of Murrieta | CA
April 2023
148
DocuSign Envelope ID: 1DF62206-F62A-477B-8E08-5259CFD4B89D 6681030

ADDITIONAL APPLICANT COMMENTS (OPTIONAL) ADDITIONAL CITY COMMENTS (OPTIONAL)

ARCHITECTURAL STYLES - FARMHOUSE
Design Standards Applicant City Use Only
Complete N/A Complete N/A
Materials and Colors
Unadorned materials: metal, wood, masonry.

Utilize board and batten siding, corrugated panels to give texture and variation to exterior walls.

Neutral or muted colors shall be predominant.

Monochrome accents of doors, windows or architectural features.

Combine contemporary design with rustic materials.

Stucco is prohibited.

Doors and Windows
At least 60 percent windows shall be tall and narrow double hung windows with a proportion of two (2) or 2½ times taller than wide.

Groupings of two or three double hung units are occasionally used.

Accent windows shall be no more than 20 percent.

Typically have 4½ inches to 5½ inches flat board trim on the sides and head.

Sixty (60) percent windows shall have grilles.

Minimal molding around window and door openings.

Double hung or casement windows with muntins.
& MIXED USE RESIDENTIAL

OBJECTIVE DESIGN STANDARDS

MULTI FAMILY RESIDENTIAL
City of Murrieta | CA
April 2023
149
DocuSign Envelope ID: 1DF62206-F62A-477B-8E08-5259CFD4B89D 6691031

ADDITIONAL APPLICANT COMMENTS (OPTIONAL) ADDITIONAL CITY COMMENTS (OPTIONAL)

ARCHITECTURAL STYLES - FARMHOUSE
Design Standards Applicant City Use Only
Complete N/A Complete N/A
Contrast color of window sash with color of the body of the building.

Decorative Details
All residential projects shall provide at least four of the following. Residential projects four (4) stories and taller, mixed use projects, or projects more than fifteen (15) buildings shall provide at least six of the following.
y Wide
front porch with simple columns
y Cov ered patio
y Shed or gabled dormers
y Carr iage-style garage doors
y Dark shutters and window sashes
y Shed dormers
y Simple gable brackets, vents and trim
y Ir on-inspired barn-style lighting
y Metal awnings without sides
y Gooseneck light fixtures at the entrance
y Lar ge doors and windows to maximize natural light
y Gr illes on the ground level windows and doors
& MIXED USE RESIDENTIAL

OBJECTIVE DESIGN STANDARDS

MULTI FAMILY RESIDENTIAL
City of Murrieta | CA
April 2023
150
DocuSign Envelope ID: 1DF62206-F62A-477B-8E08-5259CFD4B89D 6701032
ORDINANCE NO. 595-23

AN ORDINANCE OF THE CITY COUNCIL OF THE CITY OF MURRIETA, CALIFORNIA, AMENDING TITLE 16 OF THE MURRIETA MUNICIPAL CODE TO REVISE THE CITY’S DEVELOPMENT CODE, TO IMPLEMENT MUL TI-

FAMILY RESIDENTIAL AND MIXED -USE RESIDENTIAL OBJECTIVE DESIGN

STANDARDS AND A M INISTERIAL DEVELOPMENT PLAN PERMT PROCESS

FOR CERTAIN QUALIFYING PROJECTS

WHEREAS, in 2017, the California Legislature approved and the Governor signed into law Senate Bill 35 (“SB 35”), effective January 1, 2018, which among other things, allowed for by right approval of housing developments only subject to objective standards; and WHEREAS, SB 35 allows local agencies to adopt objective design and development standards for Multi-Family Residential projects; and
WHEREAS, SB 35 took effect January 1, 2018, and preempted any conflicting city ordinance; and WHEREAS, in 2022, the California Legisla ture approved and the Governor signed into law Assembly Bill 2011 (“AB 2011”), effective July 1, 2023, which among other things, allows for by right approval of housing developments only subject to objective standards in zones that allow for office, retail and parking primary uses, such as in the City’s Commercial, Office and Innovation zones; and WHEREAS, AB 2011 allows local agencies to adopt objective design and development standards for Multi-Family Residential projects in zones that allow for office, retail, and parking uses; and WHEREAS, AB 2011 took effect July 1, 2023, and preempted any conflicting city ordinance; and WHEREAS, the City desires to amend its local regulatory scheme to comply with and implement the Governm ent Code, in part, specifically those regulations subject to SB 35 and AB 2011 , and to appropriately regulate projects under State law; and
WHEREAS, as part of the implementation of the City’s Housing Element Update the City prepared this Development Code Amendment to implement Multi-Family Residential and Mixed Use Residential Objective Design Standards consistent with the policy program for these standards; and WHEREAS, the implementation of the City’s Housing Element Policy Action 1 -8 states that the City will adopt Amendments to the Development Code to allow developments by right, pursuant to Government Code section 65583.2(i) when 20 percent or more of the residential units proposed are affordable to lower income households… in the Transit Oriented Development (TOD) consistent with the Objective Design Standards, which policy this ordinance amendment addresses with a ministerial Development Plan permit process; and
WHEREAS, on May 2, 2023 the City Council adopted an Interim Urgency Ordinance U -590-23 to implement Multi -Family Objective Design Standards which will expired December 31, 2023 if not repealed sooner; and
WHEREAS, on June 22, 2022, and April 12, 2023 the City of Murrieta Planning Commission held public workshops on the City’s initial approach to the Objective Design Standards , at which time the Standards were released for public review, such that the Planning Commission and public had the opportunity to provide suggested revisions and comments regarding the Standards; and WHEREAS, on July 26, 2023, the City of Murrieta Planning Commission held a duly noticed DRAFT
671
Ordinance No. 595-23

Page 2 of 8 ends

Murrieta City CouncilSeptember 5, 2023

Murrieta City Council
September 5, 2023