Agenda packet — Murrieta City Council, September 2, 2025 (part 1 of 2)

The City of Murrieta intends to comply with the Americans with Disabilities Act (ADA). Persons with special needs should call the City Clerk Department at (951) 461-6031 or email at [email protected] at least 72 hours in advance. Any writings or documents provided to a majority of the City Council regarding any item on this agenda will be made available for public inspection at the public counter at City Hall located at 1 Town Square, Murrieta, CA during normal business hours.

Any presentation requiring the use of the City of Murrieta’s equipment must be submitted to the City Clerk ’s department 72 hours prior to the scheduled City Council meeting at City Hall located at 1 Town Square, Murrieta, CA; via email at [email protected] or call (951) 461-6031. Any writings or documents provided to a majority of the City Council regarding any item on this agenda will be made available for public inspection at the public counter at City Hall located at 1 Town Square, Murrieta, CA during normal business hours.

Cindy Warren
Mayor
Jon Levell Lisa DeForest Mayor Pro Tem Council Member Lori Stone Ron Holliday Council Member Council Member Justin Clifton, City Manager
Tiffany Israel, City Attorney
Cristal McDonald, City Clerk

MURRIETA CITY COUNCIL (CC)

MURRIETA COMMUNITY SERVICES DISTRICT (CSD)

MURRIETA FIRE DISTRICT (FD)

MURRIETA LIBRARY BOARD (LB)

MURRIETA REDEVELOPMENT SUCCESSOR AGENCY (RSA)

MURRIETA HOUSING AUTHORITY (HA)

MURRIETA FINANCING AUTHORITY (FA)
YOU MAY VIEW THE MEETING LIVESTREAMED VIA THE CITY’S WEBSITE AT https://murrieta.legistar.com/Calendar.aspx

CITY OF MURRIETA
Council Chambers
1 Town Square
Murrieta, CA 92562
Tuesday, September 2, 2025
4:15 PM CLOSED SESSION
6:00 PM REGULAR MEETING
1 City Council Meeting Agenda September 2, 2025
4:15 PM CLOSED SESSION

CALL TO ORDER

ROLL CALL

PUBLIC COMMENTS - CLOSED SESSION ITEMS ONLY

ANNOUNCEMENT OF CLOSED SESSION ITEMS

CLOSED SESSION
CS1. Conference with Labor Negotiators
The City Council will conduct a closed session, pursuant to Government Code Section 54957.6, with the City Manager, Assistant City Manager, City Attorney, and the City's Negotiators, regarding labor negotiations with the Murrieta Supervisors Association and Management, Professional, and Confidential group.

CS2. Conference with Legal Counsel - Existing Litigation The City Council will conduct a closed session, pursuant to Government Code Section 54956.9(d)(1), to confer with the City Manager and legal counsel regarding 1 litigation case: Harsted et al v. City of Murrieta; Case No. CRVI 2402383; Riverside County Superior Court.

CS3. Conference with Real Property Negotiators
The City Council will conduct a closed session, pursuant to Government Code Section 54956.8, to enable the City Council to consider negotiations and to give direction to its negotiators regarding that certain real property located at the Northwest Corner of Linnel Lane and Whitewood Road, Murrieta, Riverside County, CA, at APN 392-290-048 with the California Department of Housing and Community Development and KNE Real Estate. The City's property negotiators, the City Manager, Assistant City Manager, Economic Development Director, and City Attorney will seek direction from the City Council regarding the price and terms of this property.

CS4. Conference with Real Property Negotiations
The City Council will conduct a closed session, pursuant to Government Code Section 54956.8, to enable the City Council to consider negotiations and to give direction to its negotiators regarding that certain real property located at APN 906-670-004 with David Gonzales and Jensen Kierulff. The City's real property negotiators, the City Manager, Economic Development Director, and City Attorney, will seek direction from the City Council regarding the price and terms for this property.

CS5. Conference with Legal Counsel - Anticipated Litigation The City Council will conduct a closed session, pursuant to Government Code Section 54956.9(d)(2), because there is significant exposure to litigation for one case.

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CS6. Conference with Real Property Negotiators
The City Council will conduct a closed session, pursuant to Government Code Section 54956.8, to enable the City Council to consider negotiations and to give direction to its negotiators regarding a portion that certain real property known as 24712 Via Silva, Murrieta, CA 92562 with Koroush Khalighi and Parvin Khalighi, Trustees. The City's real property negotiators, the City Manager, Assistant City Manager, Economic Development Director, Public Works Director, and City Attorney, will seek direction from the City Council regarding the price and terms for this property.

CS7. Public Employee Performance Evaluation
The City Council will conduct a closed session, pursuant to Government Code Section 54957(b), to conduct an employee evaluation concerning the City Manager.

RECESS TO CLOSED SESSION
6:00 PM REGULAR MEETING

CALL TO ORDER

ANNOUNCEMENT OF CLOSED SESSION ACTION

ROLL CALL

PLEDGE OF ALLEGIANCE

INVOCATION

PRESENTATIONS
Presentation: Susan G. Komen More Than Pink Walk

APPROVAL OF AGENDA

CITY MANAGER - ADMINISTRATIVE UPDATE
Police Department: Youth Court, Matt Mozingo, Corporal
City Council Priorities Highlights: Justin Clifton, City Manager

GOVERNING BODY COMMISSION/COMMITTEE/BOARD (CCB)

REPORTS/ANNOUNCEMENTS
Governing Body CCB Reports is the opportunity for the City Council to provide a brief report on conferences, seminars, and Commission, Committees, and /or Boards meeting attendance.

Reports shall not exceed three minutes. Governing Body Announcements is the opportunity for the City Council to provide miscellaneous reports and announcements. Announcements shall not exceed two minutes. The City Clerk will use the computerized timer.

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PUBLIC COMMENTS (NON-AGENDA)
At this time any person may address the governing bodies on any subject pertaining to City business, which does not relate to any item listed on the printed agenda. Normally no action may be considered or taken by the governing bodies on any matter not listed on the agenda .

Each speaker will be limited to three minutes.

CONSENT CALENDAR - APPROVAL OF ITEMS 1 – 8
All matters listed on the Consent Calendar are to be considered routine by the governing bodies, and will be enacted by one motion in the form listed. There will be no discussion of these items unless, before the governing body votes on the motion to adopt, specific items are removed from the Consent Calendar for separate motions.

1. Waive Reading of All Ordinance Adoptions on the Agenda and Read by Title Only Recommended Action:

Waive reading, by title only, of all Ordinances and Resolutions. Said Ordinances and Resolutions which appear on the public agenda shall be determined to have been read by title and further reading waived.

2. Minutes
Recommended Action:

Approve the minutes of the August 19, 2025 Regular City Council meeting.

3. Approve a Third Amendment to the Agreement for Short-Term Vacation Rental Administration Services with Granicus LLC
Recommended Action:

Approve a three year extension of the agreement between the City of Murrieta and Granicus LLC for short -term vacation rental administration services, extending the agreement until November 3, 2028;
Authorize the exemption from bidding requirement; and
Authorize the City Manager to execute the agreement.

4. First Amendment to the Murrieta National Little League Hunt Field Lease Agreement Recommended Action:

Approve Amendment No. 1 to the Lease Agreement with Murrieta National Little League for Hunt Field, located at 41810 Juniper Street; and
Authorize the City Manager or his designee to execute Amendment No. 1 and any related documents.

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5. Agreement for Municipal Financial Advisory Services with Urban Futures, Inc.

Recommended Action:

Approve a three -year agreement with Urban Futures, Inc., with the option of two one -year extensions for municipal financial advisory services; and Authorize the City Manager to execute the agreement.

6. Notice of Completion for the 2023 Citywide Slurry Seal Project Recommended Action:

Accept the improvements for the 2023 Citywide Slurry Seal Project, CIP No. 13048, as complete; and
Direct the City Clerk to record a Notice of Completion and release bonds in accordance with State law and City ordinances.

7. Engineering Design Consulting Services for the Whitewood Road Widening Project, CIP No. 8389
Recommended Action:

Approve a Purchase Order with Michael Baker International in the amount of $411,100, for engineering design consulting services for the Whitewood Road Widening Project, CIP No. 8389; and
Approve a ten percent (10%) contingency of $41,110.

8. Receive and File Status Update on City Council Priorities Since Workshop on February 10, 2025
Recommended Action:

Receive and file this report providing an update on the status of City Council priority projects since the priorities were last reviewed and confirmed at the City Council Workshop on February 10, 2025.

PULLED CONSENT CALENDAR ITEMS

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PUBLIC HEARINGS

9. Introduction of an Ordinance Authorizing a Development Agreement between the City of Murrieta and Domenigoni Barton Properties, LLC ., and Tres Estrellas, LLC. Related to the Development of the Triangle
Recommended Action:

Conduct the Public Hearing;
Find that the adoption of the ordinance authorizing the Development Agreement is consistent with the approved 2024 Addendum to the Subsequent Environmental Impact Report certified for the Triangle Specific Plan (State Clearinghouse No. 2008061104) as described in this staff report and the proposed ordinance; and
Introduce and conduct the first reading of Ordinance No. 623-25 entitled: An Ordinance of the City Council of the City of Murrieta Approving Development Agreement 2024-00004 with Tres Estrellas, LLC and Domenigoni Barton Properties, LLC for the Shops at the Triangle Project Located on Approximately 64.3 Acres Located on the South Side of Murrieta Hot Springs Road between Interstate 15 and Interstate 215 (Development Agreement).

10. Municipal Code Amendment (MCA- 2025-00011): Consideration of a Proposed Ordinance Revising Title 16 (Development Code) of the Murrieta Municipal Code by Adding Section 16.44.045 and Amending Sections 16.08.010, 16.44.150, and

16.110.020 Related to Group Homes, Sober Living Homes, and Residential Care Facilities
Recommended Action:

Conduct the Public Hearing and receive public comments; Find that the proposed ordinance is exempt from the California Environmental Quality Act (CEQA) under Section 15061 (b)(3) of the CEQA Guidelines, which provides that CEQA only applies to projects that have the potential for causing a significant effect on the environment based on the fact that it can be seen with certainty that there is no possibility that adoption of the proposed ordinance would not have a significant effect on the environment; and Introduce and conduct the first reading of Ordinance No. 624 -25 entitled: An Ordinance of the City Council of the City of Murrieta, California, to Revise Title 16 of the Murrieta Municipal Code by Adding Section 16.44.045 and Amending Sections 16.08.010, 16.44.150, and 16.110.020 Related to Group Homes, Sober Living Homes, and Residential Care Facilities.

NOTIFICATIONS
Notice of Pending Approval of Final Parcel Map – PM 39214

RECONSIDERATION

COUNCIL MEMBER REQUESTS TO ADD ITEMS TO FUTURE AGENDAS

ADJOURNMENT

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Agenda Item No. CS1.

Subject:

Conference with Labor Negotiators
The City Council will conduct a closed session, pursuant to Government Code Section 54957.6, with the City Manager, Assistant City Manager, City Attorney, and the City's Negotiators, regarding labor negotiations with the Murrieta Supervisors Association and Management, Professional, and Confidential group.

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Agenda Item No. CS2.

Subject:

Conference with Legal Counsel - Existing Litigation
The City Council will conduct a closed session, pursuant to Government Code Section 54956.9(d)(1), to confer with the City Manager and legal counsel regarding 1 litigation case: Harsted et al v. City of Murrieta; Case No. CRVI2402383; Riverside County Superior Court.

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Agenda Item No. CS3.

Subject:

Conference with Real Property Negotiators
The City Council will conduct a closed session, pursuant to Government Code Section 54956.8, to enable the City Council to consider negotiations and to give direction to its negotiators regarding that certain real property located at the Northwest Corner of Linnel Lane and Whitewood Road, Murrieta, Riverside County, CA, at APN 392-290-048 with the California Department of Housing and Community Development and KNE Real Estate. The City's property negotiators, the City Manager, Assistant City Manager, Economic Development Director, and City Attorney will seek direction from the City Council regarding the price and terms of this property.

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Agenda Item No. CS4.

Subject:

Conference with Real Property Negotiations
The City Council will conduct a closed session, pursuant to Government Code Section 54956.8, to enable the City Council to consider negotiations and to give direction to its negotiators regarding that certain real property located at APN 906-670-004 with David Gonzales and Jensen Kierulff. The City's real property negotiators, the City Manager, Economic Development Director, and City Attorney, will seek direction from the City Council regarding the price and terms for this property.

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Agenda Item No. CS5.

Subject:

Conference with Legal Counsel - Anticipated Litigation
The City Council will conduct a closed session, pursuant to Government Code Section 54956.9(d)(2), because there is significant exposure to litigation for one case.

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Agenda Item No. CS6.

Subject:

Conference with Real Property Negotiators
The City Council will conduct a closed session, pursuant to Government Code Section 54956.8, to enable the City Council to consider negotiations and to give direction to its negotiators regarding a portion that certain real property known as 24712 Via Silva, Murrieta, CA 92562 with Koroush Khalighi and Parvin Khalighi, Trustees. The City's real property negotiators, the City Manager, Assistant City Manager, Economic Development Director, Public Works Director, and City Attorney, will seek direction from the City Council regarding the price and terms for this property.

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Agenda Item No. CS7.

Subject:

Public Employee Performance Evaluation
The City Council will conduct a closed session, pursuant to Government Code Section 54957(b), to conduct an employee evaluation concerning the City Manager.

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Agenda Item No.

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Agenda Item No.

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Agenda Item No. 1.

TO: HONORABLE MAYOR AND MEMBERS OF THE CITY COUNCIL
FROM: Cristal McDonald, City Clerk
PREPARED BY: Kimberly Ramirez, Deputy City Clerk
SUBJECT:

Waive Reading of All Ordinance Adoptions on the Agenda and Read by Title Only

RECOMMENDATION
Waive reading, by title only, of all Ordinances and Resolutions. Said Ordinances and Resolutions which appear on the public agenda shall be determined to have been read by title and further reading waived.

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Agenda Item No. 2.

TO: HONORABLE MAYOR AND MEMBERS OF THE CITY COUNCIL
FROM: Cristal McDonald, City Clerk
PREPARED BY: Kimberly Ramirez, Deputy City Clerk
SUBJECT:

Minutes

RECOMMENDATION
Approve the minutes of the August 19, 2025 Regular City Council meeting.

ATTACHMENTS

1. August 19, 2025 Minutes
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CITY OF MURRIETA Tuesday, August 19, 2025
Council Chambers 4:30 PM CLOSED SESSION
1 Town Square 6:00 PM REGULAR MEETING
Murrieta, CA 92562

Any presentation requiring the use of the City of Murrieta’s equipment must be submitted to the City Clerk’s department 72 hours prior to the scheduled City Council meeting at City Hall located at 1 Town Square, Murrieta, CA; via email at [email protected] or call (951) 461-6031. Any writings or documents provided to a majority of the City Council regarding any item on this agenda will be made available for public inspection at the public counter at City Hall located at 1 Town Square, Murrieta, CA during normal business hours.

Cindy Warren
Mayor

Jon Levell Lisa DeForest Mayor Pro Tem Council Member

Lori Stone Ron Holliday Council Member Council Member

Justin Clifton, City Manager
Tiffany Israel, City Attorney
Cristal McDonald, City Clerk

MURRIETA CITY COUNCIL (CC)

MURRIETA COMMUNITY SERVICES DISTRICT (CSD)

MURRIETA FIRE DISTRICT (FD)

MURRIETA LIBRARY BOARD (LB)

MURRIETA REDEVELOPMENT SUCCESSOR AGENCY (RSA)

MURRIETA HOUSING AUTHORITY (HA)

MURRIETA FINANCING AUTHORITY (FA)

YOU MAY VIEW THE MEETING LIVESTREAMED VIA THE CITY’S WEBSITE AT https://murrieta.legistar.com/Calendar.aspx

4:30 PM CLOSED SESSION

CALL TO ORDER 4:30 p.m.

ROLL CALL

Present: Council Member Ron Holliday
Mayor Pro Tem Jon Levell
Mayor Cindy Warren

Absent: Council Member Lisa DeForest (Arrived at 4:38 p.m.) Council Member Lori Stone (Present during all of Closed Session) 19 Meeting Minutes
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PUBLIC COMMENTS - CLOSED SESSION ITEMS ONLY None

ANNOUNCEMENT OF CLOSED SESSION ITEMS
City Clerk Cristal McDonald announced the following Closed Session items:

CLOSED SESSION

CS1. Conference with Legal Counsel - Anticipated Litigation The City Council will conduct a closed session, pursuant to Government Code Section 54956.9(d)(2), because there is significant exposure to litigation for four cases.

CS2. Conference with Labor Negotiators
The City Council will conduct a closed session, pursuant to Government Code Section 54957.6, with the City Manager, Assistant City Manager, City Attorney, and the City's Negotiators, regarding labor negotiations with the Murrieta Supervisors Association and Management, Professional, and Confidential group.

CS3. Conference with Real Property Negotiators
The City Council will conduct a closed session, pursuant to Government Code Section 54956.8, to enable the City Council to consider negotiations and to give direction to its negotiators regarding that certain real property at the intersection of Kalmia Street and Jefferson Avenue, APN 906-080-041, 906-080-042, and 906-080-033 with Bold Communities and Fidelis Advisors. The City's real property negotiators, the City Manager, Assistant City Manager, Development Services Director, Economic Development Director, and City Attorney, will seek direction from the City Council regarding the price and terms for this property.

RECESS TO CLOSED SESSION 4:32 p.m.

6:00 PM REGULAR MEETING
CALL TO ORDER 6:04 p.m.

ANNOUNCEMENT OF CLOSED SESSION ACTION

City Attorney Tiffany Israel reported the following Closed Session Action:

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CS1. – Case 1: City Council unanimously rejected the claim.

CS1. – Case 2: Council Member Stone recused herself.

No reportable action.

CS1. – Case 3: No reportable action.

CS1. – Case 4: No reportable action.

CS2.: No reportable action.

CS3.: No reportable action.

ROLL CALL

Present: Council Member Lisa DeForest
Council Member Lori Stone
Council Member Ron Holliday
Mayor Pro Tem Jon Levell
Mayor Cindy Warren

PLEDGE OF ALLEGIANCE Director of Economic Development Scott Agajanian

INVOCATION Doug Cole, Murrieta Church of Christ

PRESENTATIONS
Certificate of Recognition: Murrieta Police Department Volunteers

APPROVAL OF AGENDA
Action: It was moved by Council Member DeForest, seconded by Mayor Pro Tem Levell, to approve the Agenda for August 19, 2025.

The motion carried by the following vote:

Ayes: DeForest, Stone, Holliday, Levell, Warren
Noes: None

Absent: None

CITY MANAGER - ADMINISTRATIVE UPDATE
Library Expansion Donation Acceptance: Dan Leigh

Community Update: Public Information Officer Cristina Davies

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GOVERNING BODY COMMISSION/COMMITTEE/BOARD REPORTS/ANNOUNCEMENTS Council Member DeForest: Provided Announcements to be made part of the City’s record:

Provided Announcements to be made part of the City’s record.

Council Member Stone: Provided attendance/reported the following:
 Western Regional Council of Governments (WRCOG)
 Code Enforcement Ad-Hoc Subcommittee

Provided Announcements to be made part of the City’s record.

Council Member Holliday: Provided attendance/reported the following:
 Town Square Park & Amphitheater Ad-Hoc
Subcommittee
 Regional Conservation Authority (RCA)
 Western Regional Council of Governments (WRCOG)
 Code Enforcement Ad-Hoc Subcommittee

Provided Announcements to be made part of the City’s record.

Mayor Pro Tem Levell: Provided verbal Announcements.

Provided Announcements to be made part of the City’s record Mayor Warren: Provided attendance/reported the following:
 Town Square Park & Amphitheater Ad-Hoc
Subcommittee
 Southwest Elected Leaders Collaborative
 Riverside County Transportation Commission (RCTC)

PUBLIC COMMENTS (NON-AGENDA)
Patrick Ellis: Announced and displayed the website refresh for Explore Murrieta.

Roxanne Roundtree: Eastern Municipal Water District Representative introduced Alma Ramirez as the new public affairs contact for the City.

CONSENT CALENDAR - APPROVAL OF ITEMS 1 – 20

Action: It was moved by Council Member Holliday, seconded by Council Member DeForest to approve Consent Calendar Item Nos. 1-20.

The motion carried by the following vote:

Ayes: DeForest, Stone, Holliday, Levell, Warren
Noes: None

Absent: None

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1. Waive Reading of All Ordinance Adoptions on the Agenda and Read by Title Only

2. Minutes
Recommended Action:

Approve the minutes of the July 15, 2025, Regular City Council Meeting.

3. Check Register June 2025
Recommended Action:

Adopt the Resolution No. 25-4879 entitled: A Resolution of the City Council of the City of Murrieta, California, Ratifying the Consolidated Check Register for the Month of June 2025.

4. Monthly Investment Transaction Report for June 2025
Recommended Action:

Receive and file the Monthly Investment Transaction Report for June 2025.

5. Treasurer’s Report - Quarter 4 of Fiscal Year 2024/25 Recommended Action:

Receive the Fiscal Year 2024/25 Treasurer’s Reports for Quarter 4 (April - June 2025).

6. Amending and Restating the Comprehensive Pay Schedule Fiscal Year 2025/26 Recommended Action:

Adopt Resolution No. 25-4880 entitled: A Resolution of the City Council of the City of Murrieta, California, Amending and Restating the Comprehensive Pay Schedule for Fiscal Year 2025/26.

7. Appropriation of Additional Funds and Amendment to the Agreement with Liebert Cassidy Whitmore
Recommended Action:

Amend the Fiscal Year 2024/25 Operating Budget to establish an appropriation of $125,000 for Legal Services;
Amend the Agreement with Liebert Cassidy Whitmore to increase the not-to-exceed amount for Fiscal Year 2024/25 from $300,000 to $425,000; and

Authorize the City Manager to execute the amendment.

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8. Second Amendment to an Agreement with GRC Associates, Inc. for As-Needed Administrative Services for the Community Development Block Grant Program Recommended Action:

Approve the second amendment to an agreement with GRC Associates, Inc. for as- needed Community Development Block Grant consultation services to extend the agreement by 2 years and increase the total not-to-exceed amount by $60,000; and Authorize the City Manager to execute the agreement.

9. Donation Acceptance for FY 2025/26 Concerts in the Park Recommended Action:

Accept donations from various entities totaling $7,800 for the 2025 Concerts in the Park series.

10. Approve a Deposit/Reimbursement Agreement with Murrieta Hot Springs Resort for On- Call Historical Preservation Consulting Services related to the Mills Act Recommended Action:

Approve the Deposit/Reimbursement Agreement between the City of Murrieta and Murrieta Hot Springs Resort LP in connection with the agreements with Applied EarthWorks, Stantec, and SWCA for on-call historic preservation services required to undertake Mills Act obligations in connection with the Murrieta Hot Springs Resort; Authorize the Mayor to execute the agreement; and

Upon agreement approval, all costs associated with these services will be funded by Murrieta Hot Springs Resort.

11. Cooperative Agreement for Hazardous Material Services between Murrieta Fire & Rescue and Corona Fire Department
Recommended Action:

Approve a Cooperative Agreement with the City of Corona for Hazardous Materials Responses; and
Authorize the City Manager to execute the Cooperative Agreement.

12. Agreement with J.P. Morgan for General Banking and Procurement Card Services Recommended Action:

Approve a five year agreement for general banking and procurement card services provided by
JPMorgan Chase Bank, N.A., with the option of two (2) one-year extensions; and

Authorize the City Manager to execute the agreement and all other necessary documents to implement banking products and services.
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13. Agreement with Spicer Consulting Group for Community Facilities Districts Formation, Annual Administration, and Other Special Services
Recommended Action:

Approve an agreement with Spicer Consulting Group for Community Facilities Districts formation, annual administration, and other special services not to exceed $74,999; Authorize the exemption from bidding requirements; and
Authorize the City Manager to execute the agreement.

14. Approve Agreement with ClearGov Inc. for Digital Budget Book, Capital Budgeting and Transparency Software
Recommended Action:

Amend the Fiscal Year 2025/26 Operating Budget and establish an additional appropriation of
$1,250;

Approve a four year service agreement with ClearGov Inc. for the Digital Budget Book, Capital Budgeting and Transparency Software for a total amount not to exceed $186,751.17;

Waive the competitive bidding requirements; and

Authorize the City Manager, or his designee, to execute the ClearGov Service Order/Agreement.

15. Second Reading of Community Facilities District No. 2025-S (Safety Services) of the City of Murrieta
Recommended Action:

Conduct the second reading and adopt Ordinance No. 621-25, entitled: An Ordinance of the City Council of the City of Murrieta, California, Acting in its Capacity as the Legislative Body of Community Facilities District No.2025-S (Safety Services) of the City of Murrieta Authorizing the Levy of Special Taxes.

16. Second Reading of Community Facilities District No. 2025-4 (Rustic Meadows) of the City of Murrieta
Recommended Action:

Conduct the second reading and adopt Ordinance No. 622-25 entitled: An Ordinance of the City Council of the City of Murrieta, California, Acting in its Capacity as the Legislative Body of Community Facilities District No. 2025-4 (Rustic Meadows) of the City of Murrieta Authorizing the Levy of Special Taxes.

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17. Acceptance of a Grant from the California Highway Patrol Cannabis Tax Fund via the California Highway Patrol Impaired Driving Section
Recommended Action:

Adopt Resolution No. 25-4881 entitled: A Resolution of the City Council of the City of Murrieta, California, Authorizing Acceptance of Grant Funds in the Amount of $211,234.00 from the State of California Department of Highway Patrol and Authorizing the City Manager or Their Designee to Execute the Agreement on Behalf of the City; and

Amend the Fiscal Year 2025/26 Operating Budget to allocate and appropriate the grant funding.

18. Declaration that Emergency Conditions Persist in Connection with the Hayes Avenue Bridge at Miller Canyon Creek
Recommended Action:

Adopt Resolution No. 25-4882 entitled: A Resolution of the City Council of the City of Murrieta, California, Declaring that Emergency Conditions Persist in Connection with the Hayes Avenue Bridge at Miller Canyon Creek by a four/fifths vote.

19. First Amendment to the Agreement with Leighton Consulting, Inc. for On-Call Geotechnical Consulting Services
Recommended Action:

Approve the First Amendment to the Agreement with Leighton Consulting, Inc., to reflect the assignment of the agreement to Verdantas, Inc., following Verdantas’ acquisition of Leighton; and
Authorize the City Manager to execute the amendment.

20. Construction Contract for the Los Alamos Road, Antelope Road, and Elm Street Pavement Rehabilitation Project, CIP No. 13047
Recommended Action:

Award the Construction Contract for the Los Alamos Road, Antelope Road, and Elm Street Pavement Rehabilitation Project, Capital Improvement Plan No. 13047, to R.J.

Noble Company in the amount of $3,377,678.35;
Authorize a 15% construction contingency of $506,651.75;

Authorize the City Engineer to approve contract change orders not to exceed 15% of the contract amount;

Approve Reimbursement Agreements with Eastern Municipal Water District and Frontier Communications;

Amend the Fiscal Year 2025/26 Capital Improvement Plan and Operating Budget to 26 Meeting Minutes
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include a revenue and expenditure appropriation of $56,262.50 in Reimbursement Agreement funds (Fund 319) available for use in Capital Improvement Plan No. 13047;

Amend the Fiscal Year 2025/26 Capital Improvement Plan Budget to transfer $2,870,565.95 of Road Repair and Accountability Act of 2017 funds (Fund 307) and $543,883.07 of Gas Tax funds (Fund 306) from Capital Improvement Plan No. 08043 and into Capital Improvement Plan No. 13047;

Amend the Fiscal Year 2025/26 Capital Improvement Plan Budget and appropriate $350,000 from the Road Repair and Accountability Act of 2017 (Fund 307) unassigned Fund Balance into Capital Improvement Plan No. 13047; and

Authorize the Mayor to execute the Construction Contract and the two Reimbursement Agreements.

PULLED CONSENT CALENDAR ITEMS None

PUBLIC HEARINGS

21. Resolution of Necessity for Secondary Emergency Access

Staff report and PowerPoint presentation provided by City Engineer Jeff Hitch and City Consultant Ryan Humphrey with Monument.

The following topics were discussed:
 Secondary emergency access connecting Berlie Street to Heirloom Court/Via Silva;  Street maintenance;
 Adjacent property;
 Homeowner Association;
 City ownership of streets;
 Prior history with landowner; and
 Acquisition of easement by Eminent Domain.

The public hearing was opened at 7:09 p.m.

Public Testimony:

Sirous Khalghl: Representing the owners of the property spoke on concerns over traffic and City promises during negotiation.

The public hearing was closed at 7:26 p.m.

Action: After discussion, it was moved by Council Member Stone, seconded by Council Member DeForest to conduct the Public Hearing;

27 Meeting Minutes
City Council August 19, 2025

Page 10 of 13 ends

Adopt Resolution No. 25-4883 by at least a four-fifths vote for acquisition by Eminent Domain of certain real property entitled: A Resolution of the City Council of the City of Murrieta, California, Declaring that Public Interest and Necessity Require Acquisition of Interests in a Portion of the Property known as Assessor’s Parcel No. 949-130-050.

The motion carried by the following vote:

Ayes: DeForest, Stone, Holliday, Levell, Warren
Noes: None

Absent: None

DISCUSSION

22. Engineering Design Services for the Keller Road at I-215 Interchange Project, CIP No. 8449

Staff report and PowerPoint presentation provided by City Engineer Jeff Hitch.

Public Comments: None

Action: After discussion, it was moved by Council Member Stone, seconded by Mayor Pro Tem Levell to Approve the Agreement for engineering design services for the Keller Road at I-215 Interchange, Capital Improvement Plan (CIP) No. 8449, with Mark Thomas & Company, Inc., in the amount of $1,837,160.59;
Authorize a 10% engineering design contingency of $183,716; and

Authorize the City Manager to execute the Agreement and any amendments to the Agreement not-to-exceed 10% of the contract amount.

The motion carried by the following vote:

Ayes: DeForest, Stone, Holliday, Levell, Warren
Noes: None

Absent: None

28 Meeting Minutes
City Council August 19, 2025

Page 11 of 13 ends

23. Murrieta Children’s Library Expansion Project Financing, Award of Construction Contract, Amendment of the Architect’s Contract, and Authorization for Project Management Services

Staff report and PowerPoint presentation provided by Assistant City Manager Kristen Crane, Municipal Services Director Brian Crawford, Finance Director Javier Carcamo, and Community Services Director Brian Ambrose.

Public Comments:

Kevin Coon: Spoke in favor of the project and about some fundraising opportunities with the Murrieta Public Library Foundation.

Terry Gavitt: Thanked the City Council and those involved in the project.

Rita Nastri: Spoke to express support for the project from the Friends of the Murrieta Library and their fundraising efforts for the Library.

Nikki Davis: Spoke about her involvement with some organizations and their donations to support the library.

Action: After discussion, it was moved by Council Member Stone, seconded by Mayor Pro Tem Levell to Amend the Fiscal Year 2025/26 Operating and Capital Improvement Plan budgets to provide an additional budget appropriation for Capital Improvement Project No. 21027 as detailed in the fiscal impact statement; and
Appropriation $3,500,000 from the Measure T Sustainability Reserve Account;

Adopt Resolution No. 25-4884 entitled: A Resolution of the City Council of the City of Murrieta, California, to Approve an Interfund Loan up to $3,500,000, from the Measure T Fund to the Library Development Impact Fee Fund to Partially Fund the Children’s Library Expansion Project (CIP 21027);

Approve a Second Amendment and Change Order to Purchase Order P03681, SVA Architects, Inc., in the amount of $55,603, for architectural design services and out-of-scope work;

Award the construction contract for the Murrieta Children's Library Expansion, Capital Improvement Project No. 21027, to the lowest responsible bidder, R.C. Construction, in the amount of $5,188,600, plus a 15% contingency; and

Authorize the Mayor to execute the agreements.
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The motion carried by the following vote:

Ayes: DeForest, Stone, Holliday, Levell, Warren
Noes: None

Absent: None

24. Approval of Agreements for Environmental Work for Los Alamos Sports Park Soccer Project

Staff report and PowerPoint presentation provided by Deputy Development Director Jarrett Ramaiya.

Public Comments:

Kassen Klein: Spoke of a lack of a plan, budget concerns, and missing relevant information for the project.

Action: After discussion, it was moved by Council Member Stone, seconded by Council Member Holliday to Amend the Fiscal Year 2025/26 Operating Budget by establishing an appropriation of $347,230 for contract services; Approve an Amendment to the Agreement with Glenn Lukos Associates, Inc. in the amount of $163,120 for environmental analysis and permitting;

Approve an Agreement with RICK in the amount of $184,110 for environmental analysis and permitting;

Authorize the exemption from bidding requirements; and
Authorize the City Manager to execute both Agreements.

The motion carried by the following vote:

Ayes: DeForest, Stone, Holliday, Levell, Warren
Noes: None

Absent: None

NOTIFICATIONS

City Clerk Cristal McDonald announced the following notification:

Notice of Pending Approval of Final Tract Map - TR 38199

30 Meeting Minutes
City Council August 19, 2025

Page 13 of 13 ends

COUNCIL MEMBER REQUESTS TO ADD OR WITHDRAW ITEMS TO FUTURE AGENDAS

Council Member DeForest: None.

Council Member Stone: Council Member Stone requested a discussion on a possible stance regarding the November Special Election for statewide redistricting.

Council Member Holliday:

None
Mayor Pro Tem Levell: None.

Mayor Warren: None.

RECONSIDERATION None
ADJOURNMENT 9:01 p.m.

In Memoriam of Patricia Garner.

______________________________
Cristal McDonald, City Clerk
31 CITY OF MURRIETA
City Council Meeting Agenda
Report
9/2/2025
Agenda Item No. 3.

O: HONORABLE MAYOR AND MEMBERS OF THE CITY COUNCIL
FROM: David Chantarangsu, AICP, Development Services Director PREPARED BY: Chris Tracy, Senior Planner, Advanced Planning SUBJECT:

Approve a Third Amendment to the Agreement for Short-Term Vacation Rental Administration Services with Granicus LLC

RECOMMENDATION
Approve a three year extension of the agreement between the City of Murrieta and Granicus LLC for short- term vacation rental administration services, extending the agreement until November 3, 2028; Authorize the exemption from bidding requirement; and
Authorize the City Manager to execute the agreement.

PRIOR ACTION/VOTE
On October 20, 2020, the City Council approved a one-year Agreement with Host Compliance, LLC for short- term vacation rental administrative services (Vote: 5-0).

On October 14, 2021, the City and Host Compliance LLC entered into a First Amendment to the Agreement, which extended the term through November 3, 2022, and decreased the Scope of Work and Compensation.

On October 18, 2022, the City and Granicus LLC, as the successor in interest and assignee of Host Compliance, entered into a Second Amendment to the Agreement for an additional three-year term, whereby the term was extended through November 3, 2025.

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

BACKGROUND
Following several public workshops on the topic in 2020, the City of Murrieta (City) adopted an ordinance to regulate Short-Term Vacation Rentals (STVR) within its boundaries. This was in response to growing concerns in the community regarding unregulated STVR, which were operating throughout the City, and how to support CITY OF MURRIETA Printed on 8/28/2025Page 1 of 3
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32 9/2/2025
Agenda Item No. 3.
in the community regarding unregulated STVR, which were operating throughout the City, and how to support a balanced framework to provide for limited STVR operations for homeowners while ensuring that a registration and enforcement structure would be in place to address any issues that might arise with the implementation of the ordinance.

In 2020, staff identified approximately 150 properties offering STVR accommodations. The City Council capped the number of STVR properties to 300 when the ordinance was adopted. Based on current estimates, there are 130 STVR properties being monitored, which include 22 properties under review for potential STVR activity. For the past three fiscal years, STVR revenue has averaged approximately $130,000 to the City.

These figures are unaudited. Staff notes that Transient Occupancy Tax (TOT) revenue is collected to offset the cost of wear and tear on City facilities, as well as to provide City services resulting from tourism activity.

Following the adoption of the ordinance, the City went through a Request for Proposal process from qualified companies that had the capacity and expertise to complete a comprehensive STVR inventory for the City and to assist the City in the development and implementation of an efficient system for permitting, administration, monitoring, and enforcement of STVR regulations. Through this process, the City selected Host Compliance LLC for online monitoring and the permitting of STVR properties in the City. The service allows staff to use technology to conduct what would otherwise require hundreds of hours of staff time to search for and document properties, run the permit process, perform accounting, and monitor properties for STVR ordinance violations. The service includes various support functions as described below.

Platform Abilities
Host Compliance augments staff’sability to implement the City’sSTVR program. It allows the City to account for STVR operating within the City and provides permitting, enforcement, tax processing, and compliance monitoring. This also includes STVR database management, which includes identifying STVR properties, including listing details, host information, occupancy, rental activity, tax/license status, and application tracking.

Granicus LLC also provides STVR registration with processing applications through the City’s website, verifying compliance with all applicable regulations, maintaining an up-to-date registry, coordinating billing, and sharing financial data with the City’sFinance Department. Such related services ensure that the data supports GIS/CSV/Excel file exports and the City’s outreach/enforcement needs; monitoring of listings; providing outreach and education; notifying hosts of registration, taxes, and compliance requirements; conducting community outreach on the STVR program and complaint procedures; and developing and submitting outreach materials for City approval.

Granicus LLC provides City TOT and fee management through the collection and remittance of taxes/fees electronically. It also assists the Finance Department with pursuing delinquent payments, auditing (as needed), providing monthly financial reports, and reconciling accounts. It also operates a 24/7 complaint hotline and online platform, which enables the public to submit violation evidence (e.g., photos/videos) while also providing enforcement support, monitoring of listings for STVR violations, assisting with the identification and notification of non-permitted operators, and providing data and reports weekly for non-compliant units.The original proposal was chosen over five (5) other proposals.

The selection committee evaluated all proposals, and the highest graded proposer was identified as Host Compliance LLC, by Granicus, and was selected and awarded the contract. Given the robust services Granicus provides, staff recommends extending the contract for STVR administrative services. Section

3.08.280 of the Murrieta Municipal Code outlines competitive bidding procedures, and requirements may be dispensed in circumstances when the City Council finds that adherence to these procedures would be inefficient, impractical, and unnecessary. Without the contract extension, the services described above would either be performed manually by staff, increasing the City’s costs to monitor STVR properties, or a new software platform would be needed before the current agreement expires.

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Agenda Item No. 3.

FISCAL IMPACT
The total fiscal impact for the third amendment for a three (3) year extension is $42,633.17, which is approximately $14,000 annually. The annual software management fees are based on a set amount per year.

As described below and within the two tables on the subsequent page, from November 4, 2025, to November 3, 2026, the pricing is proposed at $12,880.11, and from November 4, 2026, to November 3, 2027, the pricing is proposed at $14,168.13. Lastly, from November 4, 2027, to November 3, 2028, the pricing is proposed at $15,584.93. To view the pricing summary for the years 2025-2028, please refer to Exhibit A of the Third Amendment (Attachment 1).

From a cost perspective, the pricing remains competitive for the services rendered. It should be noted that the original cost was $18,632.50 for the first year. Staff was able to successfully negotiate this lower amount in 2021 to $16,623.48 for the First Amendment subscription period, as the number of listings was not as large as initially modeled by Granicus LLC. Staff was able to leverage this same approach and subsequent savings again for the Second Amendment period, covering $11,709.32 per year for 2022 through 2025.

SUMMARY OF GRANICUS LLC SOFTWARE COSTS TO THE CITY
Initial 1st Year (2020-2021) $18,632.50
Amendment 1 (2021-2022) $16,623.48
Amendment 2 - Year 1 (2022-2023) $11,709.32
Amendment 2 - Year 2 (2023-2024) $11,709.32
Amendment 2 - Year 3 $11,709.32
RUNNING TOTAL (PRESENT YEAR) = $70,383.94
Amendment 3 - Year 1 (Proposed - 2025-2026)$12,880.11
Amendment 3 - Year 2 (Proposed - 2026-2027)$14,168.13
Amendment 3 - Year 3 (Proposed - 2027-2028)$15,584.93
PROPOSED TOTAL COST OF AMENDMENT 3 =$42,633.17
OVERALL TOTAL = $113,017.11

ATTACHMENTS

1.Third Amendment to Agreement for Short-Term Vacation Rental Administration Services CITY OF MURRIETA Printed on 8/28/2025Page 3 of 3
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34 01375.0005 2022041.1 -1-

AMENDMENT TO THE AGREEMENT WITH

THE CITY OF MURRIETA AND CONSULTANT

Amendment No.: Third Amendment
Original Agreement Title (“Agreement”): AGREEMENT BETWEEN THE CITY OF

MURRIETA AND HOST COMPLIANCE LLC
Agreement Effective Date: October 20, 2020
Agreement Termination Date: November 3, 2028
Consultant Name: Granicus LLC (successor to HOST COMPLIANCE LLC) Brief Description of Scope of Services (“Services”):

Granicus LLC shall work in partnership with the City to prov ide professional support services in the implementation and ongoing administration of short -term vacation rental data collection, inventory, permitting, and enforcement, including but not limited to, the following tasks, which are described as follows:

a. Create and maintain a database of short-term vacation rental units, b. Register short-term vacation rental units,
c. Perform outreach,
d. Manage the payment of all taxes and fees,
e. Assist the City with all enforcement activities,
f. Coordinate with City staff.

Task Details/Deliverables:

a. Create and maintain a database of short-term vacation rental units:
1) Identify the addresses of the properties in the City listed for short -term rentals from all applicable short-term rental websites;
2) Create and maintain a comprehensive inventory of all STVRs and their hosts in the City from all applicable short-term vacation rental websites and other applicable sources. The inventory shall include, but is not limited to, the listing URL, location, h ost name, property type, room type, maximum occupancy, number of bedrooms, rental frequency, rental rate, minimum/maximum stay, Transient Occupancy Tax (TOT) payments, operator business license status/payment, STVR application status/payment, and identification when the 300 unit citywide cap is reached; 3) Be able to account for buffer limitations with processing/issuance of a permit; 4) Regularly monitor STVR listings and update data accordingly; 5) Create a database with the data that can be exported and analyzed in GIS, CSV, Excel or other program formats or platforms, as specified by the City; 6) Dat abase should be sufficient for the City to use for outreach, monitoring and compliance purposes for STVRs;
7) De-duplicate listings of STVRs across multiple sites;

b. Register short-term vacation rental units:
1) Process applications for short -term vacation rentals units via City website through first -come first-serve basis, or any other process approved by the City; 2) Review applications and verify compliance with all applicable codes, requirements and statutes; 35 01375.0005 2022041.1 -2-

3) Maintain database of all registered STVR units operating in the City; 4) Provide billing, remit information to all hosts, and coordinate with City’s Finance Department for related financial information on rental units;

c. Perform Outreach:
1) Notify all hosts operating in the City of Murrieta to register and obtain all required authorizations and permits, pay all required taxes and fees; 2) Perform community outreach regarding the STVR program, program requirements, and hot to register complaints;
3) Develop outreach materials in advance and submit to the City for approval before sharing with the community;

d. Manage the payment of all taxes and fees:
1) Collect, process and submit electronically to the City of Murrieta all taxes and fees; 2) Pursue delinquent payments from hosts;
3) Assist with audits as needed;
4) Provide reports to City’s Finance Department for account reconciliation purposes; 5) Provide monthly statistical r eports on the volume, amounts, quantities and payment data for STVR units to the City;
6) Other payment management services, as needed;

e. Assist the City with all code enforcement activities:
1) Monitor STVRs for compliance with City codes, requirements and statutes. Prepare and submit weekly to the City a master list of short -term vacation rental units known or suspected to be operating in violation of City codes, requirements, or statutes. Track those STVRs that have been suspended or revoked to ensu re they are not re -advertised or used during the prohibition period until permitted or reinstated;
2) Receive, document, and immediately report to the City in relation to STVR units (Code Enforcement and /or Police Department) and provide a weekly summary of all active complaints; 3) Pr ovide staffing for a 24 -hour phone number/hotline to register complaints and for relaying/documenting that information to the City’s Code Enforcement and/or Police Department; 4) Provide the ability to allow complainants to easily share evidence of alleged STVR ordinance violations or other violations (i.e. video, photo and audio evidence) through technology methods; 5) Notify and track non-registered, unpermitted and/or non-compliant STVR property owners; 6) Assist with other enforcement activities, as needed;

f. Coordinate with City staff:
1) Provide additional rep orts, metrics, analysis, documentation, and access to online data related to STVRs as required by the City;
2) Participate in meetings (virtual as well) or conference calls with City staff on a periodic basis.

Many of these tasks/deliverables will be accomplished through their various platforms/modules:

Address Identification solution forms the basis of the Granicus platform. It scans over 60 STVR platforms for listings, de-duplicates them, and leverages machine learning and a team of over 200 analysts to identify the addresses of listings.
36 01375.0005 2022041.1 -3-

Mobile Permitting and Tax Collection module provides non -compliant STVR hosts to become compliant with applicable taxes and fees. All hosts in the City of Murrieta can use this platform to remit their Transient Occupancy Tax.

Compliance Monitoring functionality enables monitoring for zoning and permitting compliance, captures detailed information for more advanced compliance monitoring by any number of parameters requested by the City. It also streamlines the mailing and recording of outreach letters to non-compliant STVRs.

Rental Activity Monitoring module leverages industry -leading algorithms and artificial intelligence to help with identifying and reaching out to hosts who fail to report or underreport taxes.

24/7 Hotline provides support for STVR-compliant management for the collection of evidence.

This Amendment to the Agreement, made effective on the date executed by the City 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 the above referenced Consultant with reference to the following facts which are acknowledged by each party as true and correct:

RECITALS

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

Whereas, City and Consultant entered into an Agreement on the Effective Date set forth above for the Services.

Whereas, City and Consultant wish to amend the Agreement as further set forth herein.

Whereas, the Agreement was previously modified by the following prior amendments:

On October 14, 2021, CITY and Host Compliance LLC, entered into a First Amendment to the Agreement, whereby the term was extended throu gh November 3, 2022, and a decrease in the Scope of Work effectively decreased the annual not -to-exceed compensation to $16,623.48, thereby increasing the total not -to-exceed Contract Sum to $35,255.98. On October 18, 2022, CITY and GRANICUS LLC (as the su ccessor to Host Compliance LLC) entered into a Second Amendment to the Agreement for an additional three -year term, whereby the term was extended through November 3, 2025, and the annual not -to-exceed compensation was decreased to $11,709.32, thereby increasing the total not-to-exceed Contract Sum to $70,383.94.

AMENDMENT

NOW, THEREFORE, it is agreed by and between the parties as follows:
37 01375.0005 2022041.1 -4-

1. The above recitals are true and correct.

2. The following terms of the Agreement are hereby amended to read as follows:

Section 3.1 of the Agreement is hereby amended to read in its entirety as follows:

“The services called for under this Agreement shall be provided by CONSULTANT during the period commencing upon execution of this Agreement and shall con tinue through November 3, 2028.”

3. Compensation for the period of this Amendment shall be in accordance with the updated Granicus Proposal attached hereto and incorporated herein as Exhibit “A”. Accordingly, compensation for the period November 4, 2025, until November 3, 2026 , shall be in an annual amount not -to-exceed $12,880.11. Compensation for the period November 4, 2026 , until November 3, 2027, shall be in an annual amount not-to-exceed $14,168.13. Compensation for the period November 4, 2027 , until November 3, 2028 , shall be in an annual amount not -to-exceed $15,584.93.

4. The total not -to-exceed Contract Sum for the Agreement and all amendments shall be $113,017.11, as set forth in the table below.

Annual Not-to-Exceed Compensation
Original Agreement (October 20, 2020 –
November 3, 2021)
$18,632.50
First Amendment (November 4, 2021 –
November 3, 2022)
$16,623.48
Second Amendment (November 4, 2022 –
November 3, 2023)
$11,709.32
Second Amendment (November 4, 2023 –
November 3, 2024)
$11,709.32
Second Amendment (November 4, 2024 –
November 3, 2025)
$11,709.32
Third Amendment (November 4, 2025 –
November 3, 2026)
$12,880.11
Third Amendment (November 4, 2026 –
November 3, 2027)
$14,168.13
Third Amendment (November 4, 2027 –
November 3, 2028)
$15,584.93

TOTAL NOT -TO-EXCEED CONTRACT
SUM
$113,017.11

5. All other conditions of the Agreement shall continue in full force and effect.

38 01375.0005 2022041.1 -5-

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

CITY:

CITY OF MURRIETA, a California municipal
corporation
By:

Justin Clifton, City Manager
ATTEST: Date:

Cristal McDonald, City Clerk
Date:

APPROVED AS TO FORM:

ALESHIRE & WYNDER, LLP

Tiffany Israel, City Attorney
Date:

CONSULTANT: GRANICUS LLC
Two corporate officer signatures required when
Contractor is a corporation, with one signature required from each of the following groups: 1) Chairperson of the Board, President or any Vice President; and 2) Secretary, 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 Contractor’s business City.

By:

Name:

Title:

Date:

By:

Name:

Title:

Date:

39 01375.0005 2022041.1 -6-

EXHIBIT “A”

40 01375.0005 2022041.1 -7-

41 01375.0005 2022041.1 -8-

42 CITY OF MURRIETA
City Council Meeting Agenda
Report
9/2/2025
Agenda Item No. 4.

TO: HONORABLE MAYOR AND MEMBERS OF THE CITY COUNCIL
FROM: Brian Ambrose, Community Services Director
PREPARED BY: Lea Kolek, Parks and Community Service Manager SUBJECT:

First Amendment to the Murrieta National Little League Hunt Field Lease Agreement

RECOMMENDATION
Approve Amendment No. 1 to the Lease Agreement with Murrieta National Little League for Hunt Field, located at 41810 Juniper Street; and
Authorize the City Manager or his designee to execute Amendment No. 1 and any related documents.

PRIOR ACTION/VOTE
On June 5, 2001, the City Council approved the Purchase Agreement and Escrow Instructions for the Murrieta Community Center, formerly known as Town Hall, and the ancillary property around the building that includes Hunt Field (Vote: 5-0).

On February 7, 2006, the City Council approved a lease agreement between Murrieta National Little League and the City of Murrieta for the use of Hunt Field located at 41810 Juniper Street (Vote: 5-0).

CITY COUNCIL GOAL
Coordinate and deliver responsive, effective community services.

DISCUSSION
In 2001, staff negotiated the terms of the purchase of the Murrieta Community Center, previously known as Town Hall. The board for the Town Association, the entity that sold the land to the City of Murrieta (City), requested that Murrieta National Little League (MNLL) be permitted exclusive use of Hunt Field for the first five (5) years of the transfer of ownership, with first right of refusal thereafter, the option for renewal of the lease every five (5) years, and concluding with the term in 2015.

The following is a summary of the provisions of Amendment No. 1 of the MNLL Lease Agreement:
· Extends the lease term by 15 years, retroactively from November 22, 2015, through November 22, CITY OF MURRIETA Printed on 8/28/2025Page 1 of 2
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Agenda Item No. 4.
· Extends the lease term by 15 years, retroactively from November 22, 2015, through November 22, 2030.
· Updates Section 7 (Term) to reflect a total lease duration of 25 years, with continued five (5) year renewal options.
· Replaces Section 11 (Insurance) to require:
· $1,000,000 minimum liability coverage per occurrence
· Secondary accidental injury insurance for all participants and field users · City named as additional insured with 30-day notice for any coverage changes; and · Affirms the original agreement remains in full force and effect, with no lapse in term or obligations.
· Confirms no material defaults by either party at this time and that there have been no prior modifications to the agreement.
· Acknowledges adequate consideration received by both parties for the amendment. · Authorizes execution by duly empowered representatives of both the City and MNLL. · Allows counterpart signatures, treating all versions as part of a single binding document.

FISCAL IMPACT
There is no direct fiscal impact associated with Amendment No. 1. The lease extension and updated insurance provisions reflect mutual agreement and adequate consideration between the City and MNLL. All operational costs and responsibilities remain consistent with the original lease terms.

ATTACHMENTS

1. 2006 Lease Agreement with Murrieta Little League

2. Amendment No. 1 to Lease Agreement with Murrieta Little League CITY OF MURRIETA Printed on 8/28/2025Page 2 of 2
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54 01375.0022 2022526.2
AMENDMENT NO. 1

TO LEASE AGREEMENT PERTAINING TO THE USE OF HUNT FIELD LOCATED AT 41810 JUNIPER STREET, MURRIETA, CALIFORNIA FOR BASEBALL

PURPOSES
THIS AMENDMENT NO. 1 TO THE LEASE AGREEMENT (“Amendment No. 1”) by and between the CITY OF MURRIETA, a California municipal corporation (“City”) and MURRIETA NATIONAL LITTLE LEAGUE , a California nonprofit corporation (“MNLL”) is effective as of the 1st day of July, 2025. City and MNLL are sometimes hereinafter individually referred to as “Party” and hereinafter collectively referred to as “Parties.”

RECITALS
A. City and MNLL entered into that certain Lease Agreement Pertaining to the Use of Hunt Field Located at 41810 Juniper Street, Murrieta, California for Baseball Purposes dated November 22, 2005 (“Agreement”), whereby City agreed to lease approximately one (1) acre of property located at 41810 Juniper Street, Murrieta, CA (“Hunt Field”) to MNLL upon which MNLL will maintain and utilize Hunt Field related to its operations as a little league. The Agreement was for a ten (10) year term commencing on November 22, 2005 and ending November 22, 2015, with the option to extend in five (5) year increments thereafter.

B. City and MNLL now desire to amend the Agreement to extend the term by fifteen (15) additional years, from November 22, 2015 until November 22, 2030, effective retroactive to November 22, 2015.

TERMS
As of the effective date of Amendment No. 1, t he Agreement is amended as provided herein.

1. Section 7, Term, is hereby amended to read as follows (strikethrough represents deleted language while bold italics represents added language):
“The term of this Agreement shall commence upon execution and remain in effect for twenty-five (25) ten (10) years, concluding with the 2030 2015 MNLL baseball season, and may be extended in five (5) year increments thereafter. This Agreement may be terminated by either party hereto upon a minimum of thirty (30) days written notice.”

2. Section 11, Insurance, is hereby replaced to read as follows(strikethrough represents deleted language while bold italics represents added language):

“MNLL shall procure and maintain, at its cost, comprehensive general liability and property damage insurance against all claims for injuries against persons or damages to property resulting from the a cts or omissions of MNLL or any of its agents, representatives, members, guests, or invitees arising out of or related to this Agreement and/or the operation of the baseball fields. Such insurance shall be kept 55 01375.0022 2022526.2
in effect during the term of this Agreement and shall not be subject to reduction in coverage, cancellation or termination without thirty (30) days prior written notice by certified mail to the City. A certificate or certificates evidencing the foregoing and naming the City as an additional insured shall be delivered to and approved by the City prior to commencement of construction and/or the exercise of any of the rights conferred hereunder. The procuring of such insurance or the delivery of policies or certificates evidencing the same shall not be construed as a limitation of MNLL's obligation to indemnify the City and its agents and employees. The amount of comprehensive general liability and property damage insurance required hereunder shall be no less than $1,000 ,000.00 per occurrence. If a general aggregate limit applies, either the general aggregate limit shall apply separately to this location, or the general aggregate limit shall be twice the required occurrence limit. Secondary accidental injury insurance shall be secured by MNLL and provided for every baseball participant, coach and all other individuals utilizing the baseball fields”

3. Continuing Effect of Agreement. Except as amended by this Amendment No. 1, all provisions of the Agreement shall remain unchanged and in full force and effect. From and after the date of this Amendment No. 1, whenever the term “Agreement” appears in the Agreement, it shall mean the Agreement, as amended by this Amendment No. 1.

4. Affirmation of Agreement; Warranty Re Absence of Defaults. City and MNLL each ratify and reaffirm each and every one of the respective rights and obligations arising under the Agreement as though the Term w as not expired as of the dates the Parties executed this Amendment No. 1, and the Parties agree to treat the Agreement as though there are no gaps in the Term commencing the effective date of the Agreement through November 22, 2030. Each Party represents and warrants to the other that there have been no written or oral modifications to the Agreement other than as provided herein. Each Party represents and warrants to the other that the Agreement is currently an effective, valid, and binding obligation.

MNLL represents and warrants to City that, as of the date of this Amendment No. 1, City is not in default of any material term of the Agreement and that there have been no events that, with the passing of time or the giving of notice, or both, would constitute a material default under the Agreement.

City represents and warrants to Consultant that, as of the date of this Amendment No. 1, MNLL is not in default of any material term of the Agreement and that there have been no events that, with the passing of time or the giving of notice, or both, would constitute a material default under the Agreement.

5. Adequate Consideration. The Parties hereto irrevocably stipulate and agree that they have each received adequate and independent consideration for the performance o f the obligations they have undertaken pursuant to this Amendment No. 1.

6. Authority. The persons executing this Amendment No. 1 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 Amendment No. 1 on behalf of said Party, (iii) by so executing this 56 01375.0022 2022526.2
Amendment No. 1, such Party is formally bound to the provisions of this Amendment No. 1, and (iv) the entering into this Amendment No. 1 does not violate any provision of any other agreement to which said Party is bound.

7. Counterparts. This Amendment No. 1 may be executed in any number of counterparts and each of such counterparts shall for all purposes be deemed to be an original, whether the signatures are origin als, electronic, facsimiles or digital. All such counterparts shall together constitute but one and the same Amendment No. 1.

8. Electronic Execution. This Agreement may be electronically executed by the Parties in accordance with UETA and ESIGN using qualified third-party service providers such as Adobe Sign and DocuSign.

IN WITNESS WHEREOF, the Parties hereto have executed this Amendment No. 1 on the date and year first-above written.

CITY: CITY OF MURRIETA, a California
municipal corporation

By:

Justin Clifton, City Manager
ATTEST:

Cristal McDonald, City Clerk
APPROVED AS TO FORM:

ALESHIRE & WYNDER, LLP

Tiffany J. Israel, City Attorney

MNLL: MURRIETA NATIONAL LITTLE
LEAGUE, a California nonprofit corporation

By:

Name: John Ritter
Title: MNLL President
By:

Name: Jen Tahl
Title: MNLL Treasurer
Address: P.O. Box 1166
Murrieta, CA 92564

57 CITY OF MURRIETA
City Council Meeting Agenda
Report
9/2/2025
Agenda Item No. 5.

TO: HONORABLE MAYOR AND MEMBERS OF THE CITY COUNCIL
FROM: Javier Carcamo, Finance Director
PREPARED BY: Cynthia Rockwell, Purchasing and Contracts Coordinator SUBJECT:

Agreement for Municipal Financial Advisory Services with Urban Futures, Inc.

RECOMMENDATION
Approve a three-year agreement with Urban Futures, Inc., with the option of two one-year extensions for municipal financial advisory services; and
Authorize the City Manager to execute the agreement.

PRIOR ACTION/VOTE
On April 7, 2009, the City Council adopted Resolution No. 09-2226 approving the Agreement with Magis Advisors for Financial Advisory Services (Vote: 5-0).

On October 21, 2014, the City Council adopted Resolution No. 14-3304 approving the Agreement with First Southwest Company for Financial Advisory Services (Vote: 4-0).

On June 2, 2020, the City Council adopted Resolution No. 20-4258 approving an Agreement with Fieldman Rolapp & Associates for Financial Advisory Services (Vote: 5-0).

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

DISCUSSION
A municipal financial advisor is a professional consultant who advises and assists the City of Murrieta (City) in formulating and executing its debt financing plans and managing relationships with investors, credit providers, and credit rating agencies.

The City partners with a municipal financial advisor to receive comprehensive financial advice on an as- needed basis. A municipal financial advisor must maintain an expert level of knowledge regarding the City’s debt portfolio, business operations, and financial condition. Periodically, the City seeks financial advice on matters including formulating and executing debt financing plans, issuance of bonds, formation and refunding CITY OF MURRIETA Printed on 8/28/2025Page 1 of 3
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Agenda Item No. 5.
matters including formulating and executing debt financing plans, issuance of bonds, formation and refunding of Community Facilities Districts (CFD), and identifying strategic and alternative debt strategies that are most advantageous for the City. The City also engages its financial advisory team to provide the following services:
· Provide independent advice and serve solely in the best interest of the City; · Assist with bond issuance or refunding transactions, and develop a bond team to include, but not limited to, bond counsel, underwriter, and market absorption and appraisal consultants for bond issues;
· Coordinate and facilitate meetings with the bond team; · Attend meetings with staff, City Council, developers, and underwriters as needed; · Identify debt strategy alternatives, including debt restructuring options, and recommend debt issuance strategies for both timing and structure of debt issuance; · Provide advice on the financing of debt, including an evaluation of the most effective and appropriate financing for projects under consideration; · Assist with the creation of sound financial policies regarding the issuance of and refunding of debt and the City’s debt capacity;
· Assist with presenting the City’sfinancial condition to credit rating agencies to maintain the best possible credit rating; and
· Be available on a regular basis for consultation with City staff and provide other financial advisory services as requested.

Request for Proposal Process
The City has received professional municipal financial advisory services from Fieldman Rolapp & Associates since 2020. This agreement expired on May 31, 2025. In anticipation of the expiration of its agreement with its current municipal advisor, on May 27, 2025, the City of Murrieta Finance Department issued a Request for Proposal for municipal financial advisory services and received five (5) proposals in response. The five (5) firms that responded are listed below, in alphabetical order:

1. Columbia Capital Municipal Advisors

2. CSG Advisors

3. Fieldman Rolapp & Associates

4. Kosmont Financial Services

5. Urban Futures Inc.

The proposals were reviewed and evaluated by a selection committee comprised of the City’sDirector of Finance, Finance Manager, Accounting Supervisor, and Purchasing and Contracts Coordinator. The selection committee evaluated each proposal based on the following criteria:
· Proper submission and completeness of proposal;
· Demonstrated understanding of the requested services; · Experience, and past performance;
· Qualifications of assigned personnel;
· Cost-effectiveness of the fees charged; and
· Reference checks.

The selection committee conducted virtual and in-person interviews with the four (4) highest-scoring firms.

After reviewing and considering each proposal and interviewing representatives of each firm, the panel members unanimously agreed that Urban Future, Inc., would best meet the city's municipal advisory service’s needs.

CITY OF MURRIETA Printed on 8/28/2025Page 2 of 3
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Agenda Item No. 5.

Urban Futures, Inc.

Urban Futures, Inc. has been in business since 1972, employs eighteen (18) Series-50 licensed municipal advisors, one (1) Series-54 Principal, and has served over 300 public agencies across California. Urban Futures, Inc. possesses extensive and local experience with bond issuance and CFD formation for agencies within our region, while also offering the most competitive fee schedule and hourly rates out of all responding firms. The strengths of this firm have been identified to best align with the City’s current and future objectives.

FISCAL IMPACT
There is no immediate fiscal impact on the General Fund for these services. The fiscal impact of this agreement is based on as needed service. The cost of bond financing on behalf of the City is $40,000 and CFD formation is a not-to-exceed fee of $5,000 to $10,000 depending on the scope of the engagement. Bond issuance and district formation on behalf of a developer will be recovered through the cost of issuance when bonds are sold. Therefore, there is no cost to the City. Additional work other than bond issuance or district formation is charged to the City at an hourly rate as defined in the cost schedule reflected in Exhibit C-1 of the attached agreement.

ATTACHMENTS

1. Professional Service Agreement with Urban Futures, Inc

2. Proposal
CITY OF MURRIETA Printed on 8/28/2025Page 3 of 3
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60 AGREEMENT FOR ON-CALL PROFESSIONAL SERVICES
WITH THE CITY OF MURRIETA (“CITY”)
Project Name/Description (“Project”):Municipal Financial Advisory Services Contract Number:

Consultant Name (“Consultant”):Urban Futures, Inc.

Consultant Business Type:Corporation
Consultant Address:1470 Maria Lane, #315, Walnut Creek, CA. 94596 Consultant Representative Name and Title (“Consultant Representative”):Michael Busch, Chief Strategy Officer
C
onsultant Representative Work Phone and Email: (714)923-3541, [email protected]
Termination Date:August 30, 2028
Total Not-To-Exceed Contract Amount (“Contract Sum”):N/A City Department Contact (“Department Contact”):Javier Carcamo, Director of Finance Department Contact Work Phone and Email:(951) 461-6090, [email protected] Is Federal Funding Being Used to Fund Any Part of The Project (Yes/No):No 61 RECITALS
T he City desires to contract with a Consultant to provide professional services on an on- call basis as more further set forth herein.

T
he City circulated a Request for Proposals for the above-described professional services.

C
onsultant submitted a proposal to City to provide the above -described professional services.

C
ity Staff has reviewed all the proposals and after considering the demonstrated competence of Consultant, the professional qualifications of Consultant, and the fairness and reasonableness of Consultant’s proposed cost, staff has determined that an agreement to provide the required services should be awarded to Consultant.

C
lick or tap here to enter text.
62 AGREEMENT FOR PROFESSIONAL SERVICES
WITH THE CITY OF MURRIETA (“CITY”)

THIS AGREEMENT FOR SERVICES (“Agreement”) is made and entered into as of the effective on the date executed by the City 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. In compliance with all terms and conditions of this Agreement, Consultant shall provide those services specified in the “ Scope of Services ” attached hereto as Exhibit A and incorporated herein by this reference, which may be referred to herein as the “services ” or “ work” hereunder. 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; c) all materials used for services will be both of good quality as well as fit for the purpose intended; and, d) Consultant shall follow the highest professional standards and practices in performing the services required hereunder. Individual tasks under the Scope of Services shall be established on a per project basis. Upon request by City, the Consultant shall provide a detailed task proposal including pricing consistent with those hourly rates as provided in Article II, below. Consultant shall not commence work until an T ask Order is issued by the City authorizing the Consultant to perform such work.

1.2 Consultant’s Proposal. The Scope of Services shall include the scope of services or work included in Consultant’s proposal or bid, which shall be incorporated herein by this reference as though fully set forth herein. In the event of any inconsistency between the terms of such proposal or bid, and this Agreement, the terms of this Agreement shall govern. No other terms and conditions from Consultant’s proposal or bid, other than description of scope of services or work, shall apply to this Agreement, unless specifically agreed to by City in writing.

1.3 Compliance with Law. All services rendered hereunder shall be provided in accordance with all ordinances, resolutions, statutes, 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 63 Consultant’s performance of the services required by this Agreement, 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) fully understands the facilities, difficulties and restrictions attending performance of services under this Agreement.

1.6 Software and Computer Services. If the Scope of Services includes the provision and/or installation of any software, computer system, or other computer technology, Consultant represents and warrants that it is familiar with and/or has inspected City’s current infrastructure, equipment, computer system and software and that the software, computer system, or other computer technology provided and/or installed by Consultant under this Agreement is compatible, and shall be fully functional, with such infrastruc ture, equipment, computer system and software of City . Consultant acknowledges that City is relying on this representation by Consultant as a material consideration in entering into this Agreement.

1.7 Prevailing Wages. If services include any “public work” or “maintenance work,” as those terms are defined in California Labor Code section 1720 et seq. and California Code of Regulations, Title 8, s ection 16000 et seq. , and if the total compensation is $1,000 or more, Consultant shall pay prevailing wages for such work and comply with the requirements in California Labor Code section 1770 et seq. and 1810 et seq., and all other applicable laws.

1.8 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 B and incorporated herein by this reference. In the event of a conflict between the provisions of Exhibit B and any other provisions of this Agreement, the provisions of Exhibit B shall govern.

ARTICLE 2. COMPENSATION AND METHOD OF PAYMENT

2.1 Contract Sum. Subject to any limitations set forth in this Agreement, City agrees to pay Consultant the rates specified in the “Schedule of Compensation” attached hereto as Exhibit C 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 or upon a Task Order , 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 64 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. Except as provided in Sections 7.3, 7.4 and 7.5, City shall pay Consultant for all expenses stated thereon which 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) l ine 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 and become effective on the date excuted by the City and will continue until the Termination Date. This Agreement may be extended for up 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 Schedule of Performance. Consultant shall commence the services pursuant to this Agreement upon receipt of a written Task Order and shall perform all services within the time period(s) established in the Task Order or generally within the time periods established in the “Schedule of Performance” attached hereto as Exhibit D and incorporated herein by this reference.

3.3 Force Majeure. The time period(s) specified in the Schedule of Performance for 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 agency, including City, if Consultant shall within ten (10) days of the commencement of such delay notify City in writing of the 65 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 the 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.

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 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 Contract Manager, 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. 66 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 enter 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.

ARTICLE 5. INSURANCE AND INDEMNIFICATION

5.1 Insurance Coverages. 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 E and incorporated herein by this reference.

5.2 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 them 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 67 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 Liabilities, 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 incorporate 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. 2(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 misconduct, 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 negligence, recklessness or willful misconduct of the design professi onal. 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 invoi ces 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 sole 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. Consultant will not be entitled 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. (c) Pursuant to the full language of California Civil Code §2782, Design Professionals agrees to indemnify, including the cost to defend, City and its officers, officials, employees, and volunteers from and against any and all claims, demands, costs, or liability that arise out of, or pertain to, or relate to the negligence, recklessness, or willful misconduct of Design Professional and its empl oyees or agents in the performance of services under this contract, but this indemnity does not apply to liability for damages arising from the sole negligence, active negligence, or willful acts of the City; and does not apply to any passive negligence of the City unless caused at least in part by the Design Professional. The City agrees that in no event shall the cost to defend charged to the Design Professional exceed that professional’s proportionate percentage of fault. This duty to indemnify shall not be waived or modified by contractual agreement or acts of the parties.

5.3 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 68 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, err or or omission, or reckless or willful misconduct of Indemnitors in the performance of professional services under this Agreement.

ARTICLE 6. RECORDS, REPORTS AND RELEASE OF INFORMATION

6.1 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 a ccessible. City shall have full and free access to such books and records at all times during normal business 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.

6.2 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 assignment, Consultant shall indemnify City for all damages resulting therefrom. Moreover, with respect to any Consultant documents and 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.

6.3 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 69 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 subcontractor 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 7. ENFORCEMENT OF AGREEMENT AND TERMINATION

7.1 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.

7.2 Suspension, or Termination, Prior to Expiration of Term. This Section shall 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 ten (10) days’ notice to Consultant, except that where termination or suspension is due to the fault of Consultant, the period of notice may be such shorter time as determined by City . Upon receipt of any notice of termination or 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 Schedule of Compensation, or such a s may be approved by City, except as provided in Section 7.5. In event of termination, or suspension, 70 without cause pursuant to this Section, there is no need to provide opportunity to cure pursuant to Section 7.3.

7.3 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 ten (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 not be deemed to result in a waiver of City ’s legal rights or any rights arising out of any provision of this Agreement.

7.4 Termination for Default of Consultant. If termination is due to the failure of Consultant to fulfill its obligations under this Agreement, City may, after compliance with the provisions of Section 7.3, take over the work and prosecute the same to completion by contract or otherwise, and Consultant shall be liable to the extent that the total cost for completion of the services required hereunder exceeds the compensation herein stipulated (provided that City shall use reasonable efforts to mitigate such dama ges), and City may withhold any payments to Consultant for the purpose of set-off or partial payment of the amounts owed City therefor.

7.5 Retention of Funds. Consultant hereby authorizes City to deduct from any amount payable to Consultant (whether or not arising out of this Agreement) (i) any amounts the payment of which may be in dispute hereunder or which are necessary to compensate City for any losses, cost s, liabilities, or damages suffered by City, and (ii) all amounts for which City may be liable to third parties, by reason of Consultant’s acts or omissions in performing or failing to perform Consultant’s obligation under this Agreement. In the event that any claim is made by a third party, the amount or validity of which is disputed by Consultant, or any indebtedness shall exist which shall appear to be the basis for a claim of lien, City may withhold from any payment due, without liability for interest because of such withholding, an amount sufficient to cover such claim. The failure of City to exercise such right to deduct or to withhold shall not, however, affect the obligations of Consultant to insure, indemnify, and protect City as elsewhere provided herein.

71 7.6 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 pursuant to this Agreement shall not be deemed to waive any defects in work performed by Consultant.

7.7 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 the same default or any other default by the other Party.

7.8 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 s ections 905 et seq. and 910 et seq., in order to pursue a legal action under this Agreement.

7.9 Attorneys’ Fees. If either Party to this Agreement is required to initiate or defend or made a party to any action or proceeding in any 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 attorneys ’ fees on any appeal, and a Party entitled to attorneys’ fees shall be entitled to all other reasonable costs for invest igating such action, consultants’ fees, taking depositions and discovery and all other necessary costs the court allows which are incurred in such 72 litigation. Such fees and costs shall be enforceable whether or not such action is prosecuted to judgment.

ARTICLE 8. INDIVIDUAL LIABILITY, CONFLICTS AND NON-DISCRIMINATION

8.1 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.

8.2 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 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.

8.3 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 9. MISCELLANEOUS PROVISIONS

9.1 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 not limited to, Federal Express, which provides a receipt showing date and time of delivery, or (iii) mailing in the Uni ted States Mail, certified mail, postage prepaid, return receipt requested, in the case of 73 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.

9.2 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.

9.3 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.

9.4 Integration; Amendment. This Agreement including the attachments hereto is the entire, complete and exclusive expression of the understanding of the P arties 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 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.

9.5 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.

9.6 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, including 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 connection 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.

9.7 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 Agreement on behalf of said Party , 74 (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.

9.8 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]
75 01375.0001/964368.1 -15 -
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
By:

ATTEST:

Justin Clifton, City Manager
Effective Date:

Cristal McDonald, City Clerk
Date:

APPROVED AS TO FORM:

ALESHIRE & WYNDER, LLP
Tiffany Israel, City Attorney
Date:

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) Secretary, 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.

B
y:

Name:

Title:

Date:

By:

Name:

Title:

Date:
76 01375.0001/964368.1
EX
HIBIT "A"
S

COPE OF SERVICES
I. Consultant will perform the following Services on an on-call basis:

As needed municipal financial advisory services as outlined in Exhibit A-1 II. Consultant must perform all on -call Services in compliance with the following requirements:

A. Each task shall be indicated by a written request (“Task Order”) produced by the Department Contact with a description of the work to be performed, and the time desired for completion. All tasks shall be carried out in conformity with all provisions of this Agreement.

B. Consultant must prepare a written description of the requested tasks including all components and subtasks; the costs to perform the task (“Task Budget”), using the itemized fees in Exhibit C, Schedule of Compensation, whenever a requested task is provided for in Exhibit C; explain how the cost was determined; and, a schedule for completion of the task (“Task Completion Date”); which shall all collectively be referred to as the “Task Proposal”.

C. Department Contact shall in writing approve, modify or reject the Task Proposal, and may issue a Task Order.

D. The task shall be performed at a cost not to exceeding the Task Budget.

E. Consultant shall complete the task and deliver all deliverables to Department Contact by the Task Completion Date.

III. In addition to any other requirements of this Agreement, during performance of the Services, Consultant will keep the City appraised of the status of performance by delivering the following status reports:

To be discussed on a per-project or as-needed basis.

IV. All work product is subject to review and acceptance by the City, and must be revised by the Consultant without additional charge to the City until found satisfactory and accepted by City.

V. Consultant will utilize the following personnel to accomplish the Services:

See Exhibit A-2
77

Page 9 of 13 ends

4.1 SCOPE OF WORK

The scope of services is to provide financial advisor y services on an as -needed basis and may include services related to the issuance of bonds , formation, maintenance, and dissolution of community facilities districts. Services include, but are not limited to:

1. Provide advice on the financing of debt, including an evaluation of the most cost-effective and appropriate financing for the project under consideration.

2. Identify debt strategy alternatives, including debt restructuring options, and recommend debt issuance strategies for both the timing and structure of debt issuance.

3. Assist with forming a financing team, including the underwriter, appraiser, trustee, special tax consultant, and absorption study consultant, to complete the necessary functions for forming community facilities districts (CFD).

4. Schedule and coordinate, with bond counsel, the debt issuance process.

5. Assist in evaluating potential underwriters for a negotiable sale, direct placement, or a competitive sale.

6. A ssist the City’s finance team in sizing and structuring of bond sales done on a competitive or negotiated basis, prepare credit presentations, determine maturing schedules, establish syndicate and closing procedures, and any other matters which may assist the City in obtaining the lowest practical interest cost and the widest competition for purchase of its obligations.

7. Assist bond counsel in the preparation of the official statement.

8. Attend meetings with staff, the City Council, developers, underwriters, and others related to potential bond issues as needed.

Be available on a regular, sometimes same-day, basis for consultations with City staff.

Provide other financial advisory services as requested.

4.2 MEETINGS

Proposer will attend meetings requested by and or approved by the CITY on an hourly rate. The rates charged shall be consistent with those listed in the proposal.

4.3 PAYMENT OF INVOICE

Payment shall be made monthly with the receipt and acceptance of an invoice and a detailed time log of work performed. The time log shall indicate the on -site and off-site service hours performed by date, deliverables, and the name of the individual performing the services. The Proposer shall not be reimbursed for any travel or per diem expenses. All other expenses shall be approved by the Project Manager before they are incurred. Travel time is not billable.

Exhibit A-1
78 City of Murrieta
Proposal for Municipal Advisory Services May 27, 2025

6 Personnel
Please provide the names, role, background, experience, office location, and availability of all key personnel who would be assigned to the City’s account. Identify the primary person(s) responsible for managing the relationship and the person(s) responsible for the implementation of services.

For the scope of services outlined in the RFP, Michael Busch will serve as the primary contact and will have overall responsibility for client service delivery; Branden Kfoury will serve as transaction manager, and will provide day-to- day coverage to the City team. Mr. Busch and Mr. Kfoury have extensive experience assisting cities in Southern California with the execution of large scale CFD programs, general fund financings, tax increment financings, and other economic development assignments. In addition, Wing-See Fox, the firm’s Series 54 Principal, and Gabrielle Dawson, Associate, will be available to provide additional municipal advisory support and resources, as needed. For additional services outside of traditional municipal advisory work, Jim Morris, Managing Director of the UFI Public Management Group, will be available to offer expertise in financial forecasting and fiscal sustainability studies. Provided below is a summary of the assigned team and capabilities. Professional resumes for the primary assigned staff and additional support staff available to assist the City are included in Appendix A.

UFI Team – Municipal Advisory Team Biographies
Day-to-day Coverage Team
Michael Busch, Chief Strategy Officer| (714) 923-3541
Role: Financing Strategy/Primary Contact
Office Location: Southern California
Experience: Michael is an accomplished municipal executive and public finance professional who has helped manage several public agencies as an assistant city manager and finance director. Through his leadership of UFI and engagement with professional organizations, Michael helps cities, special districts, and nonprofits across the State of California identify emerging trends, engage in critical policy issues, exchange proven practices, and advance their missions through sound fiscal and operational policy. During his 18-year tenure with UFI, numerous public agencies have engaged Michael as both a strategic consultant and municipal advisor based on his public finance expertise and broad understanding of fiscal and economic development issues affecting the public sector. Michael has worked on over $5 billion in tax -exempt and taxable debt, including lease revenue bonds/COPs, water/wastewater revenue bonds, TABs, CFD and assessment district bonds, and New Market Tax Credits. In addition, Michael has extensive expertise linking sound fiscal management practices with economic development objectives resulting in the delivery of high priority projects.

Branden Kfoury, Director | (714) 923-3560
Role: Transaction Manager/Day-to-day coverage
Office Location: Southern California
Experience: Branden Kfoury joined Urban Futures in 2019. He has worked on a variety of debt offerings for cities and special districts in California including, but not limited to utility revenue bonds, general obligation bonds, lease revenue bonds, CFD and assessment district bonds, as well as tax allocation bonds. Mr. Kfoury has extensive experience in all aspects of the bond financing process and excels at providing value -added debt structuring, credit and quantitative analysis. Since joining UFI, Mr. Kfoury has assisted with financing and consulting assignments for the Cities of Encinitas, Ontario, Oceanside, Azusa, Fullerton, Pasadena, and Menifee . Previously, Mr. Kfoury worked as a Senior Associate at Fieldman, Rolapp & Associates where he supported the firm’s city and special district clients. Mr. Kfoury has held prior roles in public finance investment banking, bond insurance, as well as in the te chnology industry.

Exhibit A-2
79 City of Murrieta
Proposal for Municipal Advisory Services May 27, 2025

7 Additional Municipal Advisory Resources
Wing-See Fox, Managing Director | (650) 503-1500
Role: Series 54 Principal
Office Location: Northern California
Experience: Wing-See Fox is the Series 54 Municipal Advisor Principal of UFI and leads the Public Finance Group. Wing-See has over a decade of experience in the fields of municipal advising, public finance, and municipal securities. She has worked on over $3 billion in municipal debt offerings for various credits, including general obligation bonds for cities and special districts. Wing-See focuses on California cities and excels in transaction management, credit analysis, developing funding alternatives, and structuring bond transactions to meet the needs of the issuer while maximizing credit strength and marketability to investors. Prior to joining UFI in 2017, Wing -See worked as a public finance investment banker. She is an active member of the Northern California C hapters of Women in Public Finance (WIP) and Asian Americans in Public Finance (AAPF) as well as CSMFO. Wing-See received an MBA from Columbia Business School, MSW from Columbia University School of Social Work, and BA from Stanford University. Her current and recent clients include the Cities of Victorville, Oceanside, Goleta, Watsonville, Cosumnes CSD, Atascadero, and Manteca.

Gabrielle Dawson, Associate | (650) 503-1500
Role: Quantitative and Transaction Execution
Office Location: Northern California
Experience: Gabrielle Dawson joined Urban Futures in 2024. Gabrielle’s responsibilities include providing general client support for cities, special districts, and water districts. Before joining the firm, Ms. Dawson worked as an Analyst on the Infrastructure Public Finance Investment Banking team at Morgan Stanley and at Montague DeRose and Associates. She has worked on a variety of debt offerings for states, cities, water and wastewater districts, school districts, and transportation on the West Coast. He r experience includes taxable and tax -exempt general obligation bonds, lease revenue bonds, and water revenue bonds in California. She graduated from Northeastern University with a Bachelor of Science degree in Business Administration with a major in Finan ce and a minor in Law and Public Policy.

PMG Group – Financial Forecasting/Consulting Services
James P. Morris, Managing Director
Role: PMG Financial Forecasting/Consulting Lead
Office Location: Southern California
Experience: Jim Morris has over twenty years of experience working in the fields of financial analysis, municipal law and public agency governance. He specializes in assisting cities and special districts in the areas of long -term forecasting, fiscal stabilization a nd financial sustainability planning. His recent engagements include engagements for the Cities of Alameda, Culver City, Pomona and South San Francisco. Prior to joining UFI, Jim worked with the City of San Bernardino where he was tasked with successfull y winding -down San Bernardino’s former redevelopment agency, acknowledged as one of the most complex redevelopment dissolutions in the State of California. He was also a key advisor and strategist for the city’s bankruptcy team on various organizational a nd fiscal restructuring matters, and drafted the strategic plan component for San Bernardino’s municipal bankruptcy plan of adjustment. Jim began his professional career as a public law attorney with Best & Krieger LLP, where he served as Assistant City Attorney for the cities of Corona and Ontario, and General Counsel for Western Municipal Water District. He is a graduate of Dartmouth College and received both a Juris Doctorate and Master of Urban Planning from UCLA.

80 01375.0001/964368.1 145610

EXHIBIT "B"

SPECIAL REQUIREMENTS
(Superseding Contract Boilerplate)

N/A
81 01375.0001/964368.1 145610
EXHIBIT “C”
S

CHEDULE OF COMPENSATION
I.

Consultant shall establish a Task Budget for each Task identifying the subtasks, based on the time and rates of the personnel performing the subtasks, and itemizing all materials and equipment utilized and the costs thereof. If payment is to be made other than at completion of the services, then the phases of the performance and percentage of payment due shall also be shown in the Task Proposal.

II. 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.

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

IV. Consultant’s billing rates for any hourly Services are attached as Exhibit C-1.

In connection with the services provided pursuant to the terms of this Agreement, City will pay Consultant upon City’s receipt of a written invoice provided by Consultant no more than monthly. City will pay Consultant for work completed, billed in increments of six minutes (0.1 hours), not to exceed the Contract Sum. The City will reimburse the Consultant for reasonable out -of-pocket expenses related to performing services on behalf of the Client that are approved in advance in writing by the City such as mileage, copies, binding costs, postage, parking, travel, and lodging expenses as part of the not to exceed Contract Sum. To receive reimbursements, the Consultant must provide the City with a receipt and a description of the expense incurred along with the invoice.

No mark up on expenses may be added.
82 Exhibit C-1

83 01375.0001/964368.1
EX
HIBIT "D"
S

CHEDULE OF PERFORMANCE
I. C
onsultant shall perform Services on an on-call basis as set forth in Exhibit A.

II. C
onsultant shall deliver the following tangible work products to the City by the following dates.

N/
A
III. T
he Department Contact may approve extensions for performance of the Services under any specific Task Order in accordance with Section 3.2. 84 01375.0001/964368.1
EX

HIBIT E
I

NSURANCE REQUIREMENTS
C
onsultant 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.

INIMUM SCOPE AND LIMIT OF INSURANCE
C
overage 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. A
utomobile 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. Wor
kers’ 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. P
rofessional 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. C
yber: 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 85 01375.0001/964368.1
l
imited to, claims involving security breach, system failure, data recovery, business interruption, cyber extortion, social engineering, infringement of intellectual property, including but not 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.

6. Technology Professional Liability Errors & Omissions (On ly if vendor is providing a technology service (data storage, website designers, etc.,) or product (software providers)
Technology Professional Liability Errors and Omissions Insurance appropriate to the Consultant’s profession and work hereunder, with limits not less than $2,000,000 per occurrence. Coverage shall be sufficiently broad to respond to the duties and obligations as is undertaken by the 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 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 .
a. T
he Policy shall include, or be endorsed to include, property damage liability coverage for damage to, alteration of, loss of, or destruction of electronic data and/or information “property” of the Agency in the care, custody, or control of the Vendor.

I
f 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.

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

A
dditional 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).

P
rimary 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 86 01375.0001/964368.1
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 C onsultant’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.

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 necessary 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 provide, 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 subje ct to a self -insured retention (SIR) or deductible that exceeds $25,000 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. Th e 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. 87 01375.0001/964368.1
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 & Endorsements pages are to be received and approved by the City before work commences. However, failure to obtain the requi red 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.

88 01375.0001/964368.1
EX

HIBIT F

FEDERAL REQUIREMENTS
(Only applicable if required on cover page of agreement) 89 City of Murrieta
Proposal for
Municipal Financial Advisory Services

Urban Futures, Inc.

May 27, 2025
Public Finance | Public Management |Analytics & Compliance

90 1

UFI Financial Solutions

Cover Letter

Include the name of the firm and the primary business address. The letter should also include the name, telephone number, and e-mail address of the person(s) authorized to represent the Proposer and to whom any correspondence should be directed.

Provided below is contact information for the firm and principal contacts:

Name of the Firm: Urban Futures, Inc.

Primary Address: 1470 Maria Lane, Suite 315
Walnut Creek, CA 94596

Primary Contacts: Michael Busch, Chief Strategy Officer Office: (714) 923-3541
E-mail: [email protected]

Branden Kfoury, Director
Office: (714) 923-3560
E-mail: [email protected]

91 City of Murrieta
Proposal for Municipal Advisory Services May 27, 2025

2 Table of Contents

Section A - Letter of Transmittal................................................................................................................................... 1 Section B – Financial Advisory Services to Public Sector ............................................................................................. 1 Firm Overview ............................................................................................................................................................... 1 Experience ..................................................................................................................................................................... 2 Legal Actions ................................................................................................................................................................. 5 Personnel ...................................................................................................................................................................... 6 References ................................................................................................................................................................... 10 Section C – Fees and Costs .......................................................................................................................................... 11 Section D - Technological Controls & Cybersecurity .................................................................................................. 11 Section E - Additional Services.................................................................................................................................... 12 Section F - Compensation and Reimbursement ......................................................................................................... 13 Appendix A: Professional Resumes – UFI Team Members ........................................................................................ 15 Appendix B: Vendor Information Form & W-9 .......................................................................................................... 21

92 1

UFI Financial Solutions
Section A - Letter of Transmittal

May 27, 2025

Javier Carcamo, Director of Finance
City of Murrieta
1 Town Square
Murrieta, CA 92562

Re: Urban Futures, Inc. – Request for Proposals - Municipal Financial Advisory Services

Dear Mr. Carcamo:

Urban Futures, Inc. (UFI) is pleased to submit this proposal to the City of Murrieta (the City) for the purpose of providing objective and independent municipal advisory services to the City. As one of California’s leading municipal advisory firms, we believe we are uniquely positioned to provide the City with a high level of service from an experienced team of California-based professionals.

Since the mid-1980s, Murrieta has experienced significant growth, expanding from a population of 2,500 in 1980 to 109,177 today. Once among the fastest -growing areas in California, the City continues to experience significant residential and commercial development, supported by thoughtful capital investment and long -term planning. We understand that as the City grows, it faces the dual challenge of meeting infrastructure demands while maintaining fiscal responsibility. Our team is well-versed in supporting cities like Murrieta, and we are prepared to offer tailored, strategic municipal advisory services that align with the City’s development goals, financing needs, and long -term vision. The following is a summary of our distinguishing expertise and services:

• #1 Ranked California Municipal Advisor: UFI has been a leader in providing financial advisory services since 1972 to over 300 public agencies throughout California. UFI is ranked as the top financial advisory firm in California over the last 5-year period as measured by the number of transactions completed1. UFI is in the market virtually every week, advising on more bond sales than any other firm. • Relevant and Local Experience : Our experience assisting similar mid-size cities in and around Riverside County gives us a firm grasp on the local economic landscape as well as the unique challenges and opportunities faced by Murrieta. We regularly engage with cities in the County to advise on large and diverse CFD programs, public facilities financings , often bridging municipal advisory activities and analysis with in -house consulting engagements leading to successful economic development. Through these assignments, we have gained experience with many large residential and commercial real estate developers and their consultant teams.
• Experienced Personnel: The team assigned to the City includes professionals with deep expertise in lease revenue financing, special district formation, CFD financings, credit analysis, and pricing execution for bond sales. UFI’s municipal advisors and consultants include a former city finance director/assistant city manager, special district general counsel, public finance investment bankers, and a rating agency analyst, which allows us to offer the City a comprehensive blend of qualifications and resources . With advisors based on Southern California, we are available to meet with the City as often as is necessary to complete upcoming assignments.

1 Source: SDC Platinum (Thomson Reuters)
93 2

UFI Financial Solutions
• Technical Competence: Providing our clients with responsive and high -quality analytical services is central to our corporate mission. Our advisors have extensive financial modeling and credit analysis experience directly related to the types of debt issued by the City. In addition, UFI has extensive experience advocating for our clients through preparing best-in-class rating presentations. Our priority is to help the City execute future financings at the lowest possible cost while maintaining its strong cr edit position.

Working with the City is very important to us. UFI is committed to dedicating as much of the firm’s resources to the City as is necessary, and to completing assignments in a comprehensive and timely fashion. We have read and will comply with all the terms and conditions of the RFP. Thank you very much for your consideration.

Sincerely,

Michael Busch, Chief Strategy Officer Branden Kfoury, Director Office: (714) 923-3541 Office: (714) 923-3560
E-mail: [email protected] Email: [email protected]

94 City of Murrieta
Proposal for Municipal Advisory Services May 27, 2025

1 Section B – Financial Advisory Services to Public Sector Firm Overview
General overview of the firm, governmental client service philosophy, and corporate organization, including identification of the government services unit, location of the corporate office, physical location, hours of operation, and holidays.

UFI IS A TOP-RANKED MUNICIPAL ADVISOR
Since 1972, Urban Futures, Inc. (UFI), has provided municipal advisory services to hundreds of California cities, special districts, redevelopment agencies, counties, schools, community colleges, and non -profits. UFI is registered as an Independent Registered Municipal Advisor (IRMA) with the Municipal
Securities Rulemaking Board (MSRB) and the Securities and Exchange Commission (SEC). UFI is structured as a C -
Corporation, and is headquartered in Walnut Creek, California.

We maintain regular business hours and observe all Federal holidays.

UFI combines a top-ranked municipal advisory practice with a financial consulting practice that has decades of public finance and executive -level government experience. Clients engage our firm to provide a range of services, including municipal advisory assignments for debt issuance across a multitude of credits, capital funding analysis and preparation of finance plans, and non -municipal advisory services including post-issuance compliance financial forecasting, tax and revenue analysis, and development of fiscal strategies.

Our firm has 22 employees, 18 of whom are Series-50 licensed municipal advisors , including 7 based in Southern California. For the scope of services outlined in the RFP, professionals from our Public Finance Group will be assigned to provide municipal advisory services to the City . UFI provides additional services, including financial forecasting and fiscal assessment tools via our Public Management Group, and continuing disclosure services through our Compliance and Analytics Group. A description of the three main UFI divisions is provided below:

Public Finance Group (“PFG”) provides municipal advisory services, debt analysis, financing plans, and access to capital markets for various transaction types, including Community Facility Districts , Enterprise Revenue Bonds, General Obligation Bonds , Tax Increment financings, Real Property Leases, Equipment Leases, and Pension Obligation Bonds, as well as Public Private Partnerships (P3), and Enhanced Infrastructure Financing Districts (EIFDs).

We help staff evaluate and implement various financing options for priority projects (including bonds, revolving lines of credit, and State and Federal loan programs) and refinancing opportunities. This group includes Isom Advisors, a division of UFI, that specializes in education financing.

Public Management Group 2 (“PMG”) provides in-depth and insightful analysis of our client's financial history and current position, revenue and expense structures, long -term liabilities and risks, and fiscal outlook through the use of custom financial models, long -term forecasts, and fiscal assessment tools that integrate a wide variety of econometric, financial and demograph ic data with key metrics, benchmarks and best practices. More importantly, the diversity and experience of our PMG team enables UFI to transform the financial data and analysis into actionable management information, reports and plans that provide specific recommendations, and strategies supported by the analytics that help our clients achieve their goals and objectives.

2 Non-Municipal Advisory Service
Urban Futures, Inc.
✓ 53 years in business
✓ 18 registered MAs
✓ 100% focus on California public
agencies
✓ #1 ranked CA firm since 2017*

1470 Maria Creek Lane | Walnut Creek, CA 94596

Headquartered
in Walnut Creek
*Source: SDC Platinum, Equal to each manager
95 City of Murrieta
Proposal for Municipal Advisory Services May 27, 2025

2 Analytics and Compliance Grou p1 provides services related to post -issuance compliance, including continuing disclosure, arbitrage rebate, and CDIAC reporting compliance.

CLIENT SERVICE PHILOSOPHY
We are committed to upholding the highest standards of integrity, professionalism, and transparency in every aspect of our work. Our philosophy centers on a client -focused approach that prioritizes the long -term fiscal health of the cities we serve. We und erstand the critical role our advisory services play in helping cities execute their financing objectives, and we approach each project with the utmost responsibility and care.

As your municipal advisor, UFI will serve in a fiduciary capacity —providing objective, unbiased advice based solely on the City’s best interests. We actively seek to avoid conflicts of interest, ensure that all relevant information is shared openly, and hold ourselves accountable for the outcomes of our work. Our municipal advisors undergo annual compliance training to ensure we are well -versed in best practices and current regulatory requirements. In our 53 years of providing municipal advisory services, successfully closing thousands of transactions with hundreds of California public agency clients, UFI has never been subject to litigation by one of its clients or subject to an audit finding by the SEC or MSRB. The trust we have built over five decades of honorable service has provided many of our staff with opportunities to serve in leadership roles of several professional associations, non-profit boards and we remain the go -to firm for clients with the greatest need for strong financial adviso ry services and transactional leadership.

We are driven by our passion for making a positive impact in California local communities, and it is rewarding to play a supporting role in serving the essential missions of our clients and finance critical infrastructure. We deliver results by taking a deep dive into the complexity of financial challenges and opportunities cities face, developing innovative strategies that are rooted in data -driven analysis, and providing value -added analysis across multiple scenarios. While we respect legacy practices, we never take a “that’s how it’s always been done” viewpoint, since we consider every transaction as an opportunity to improve on legal and financing terms that, in turn, strengthen the fiscal sustainability of our clients.

Experience
Describe the firm's direct experience in servicing public sector clients, primarily mid -size cities such as the City of Murrieta. Please include the following: the number of public agency clients, and the number of years of experience in providing financial advisory services.

UFI and its assigned team possess the experience, technical and professional skills to meet the objectives across financing assignments that may be required by the City. Our firm is one of the most active municipal advisory firms in California. Since 2020, we have completed 627 municipal advisory transactions—more than any other firm in the State, as shown in the table to the right . Over that same period, we have served as municipal advisor to hundreds of public agencies and currently maintain active advisory relationships with 47 cities and special districts across California.

Our advisory team has deep experience with all the financing structures previously used by the City of Murrieta, including CFD special tax bonds, Marks-Roos pooled financings, general fund lease revenue bonds, and tax allocation bonds. This deep level of activity provides us with up -to-date insight into market trends, challenges, and opportunities—insight that we believe significantly enhances the services we offer to cities like Murrieta .

Rank Firm No. of
Issues
1 Urban Futures Inc 627
2 Fieldman Rolapp & Associates 479
3 KNN Public Finance 364
4 PFM Financial Advisors LLC 290
5 Public Resources Advisory Group 206
Source: SDC Platinum (Thomson Reuters)
(January 1, 2020 - Present)
Top Municipal Advisors for CA Municipal Bonds
96 City of Murrieta
Proposal for Municipal Advisory Services May 27, 2025

3 GENERAL FUND CREDITS
Since 2020, the firm has closed 130 California financings secured by general fund revenues. Our general fund financing experience has included various structures, including real property lease transactions, pension obligation bonds, certificates of participation, equipment leases, new money transactions and refundings for cities, special districts and school districts throughout the State. The team assigned has completed a number of general fund lease engagements for the Cities of Ontario , Lake Elsinore , Encinitas, and Orange and is currently engaged on a lease transaction for the City of Eastvale. Should the City wish to explore capital financing or leverage Measure T revenues, UFI is prepared to assist with all aspects of the analysis and financing process.

LAND SECURED FINANCINGS
We offer deep and specialized experience in land-secured financing. In the past five years, UFI has closed more than $440 million in CFD bonds, ranking us as the third most active firm in California. Our experience spans a wide variety of developer types—from national builders to master-planned community and merchant builders. We take an active role in monitoring the outstanding bonds and keeping our clients apprise d of possible refunding opportunities. For example, UFI is currently engaged on multiple pooled CFD refundings exceeding $100 million for the Cities of Beaumont and Lake Elsinore.

We understand the City recently conducted public hearings for the formation of Community Facilities Districts 2025- 1 (Safety Services), 2025 -2 (Maintenance Services) and 2025 -3 (Discovery Village), which is planned for 365 single - family homes at full build out. UFI has extensive experience working with the City’s current CFD financing team — including special tax consultant, bond counsel, and underwriter —and our team is prepared to assist the City in executing upcoming CFD financings efficiently and effectively.

REGIONAL EXPERIENCE
Within Riverside County, the firm has executed
over $750 million in financing transactions
since 2018. UFI serves as municipal advisor to
the nearby cities of Lake Elsinore and Menifee ,
both of which have experienced significant
population growth and have leveraged large
CFD programs. Additionally, we serve the Cities
of Beaumont, Eastvale, Calimesa, Desert Hot
Springs, Coachella, and San Jacinto, as shown on
the map to the right. In neighboring San
Bernardino County, UFI works closely with the
Cities of On tario and Chino, assisting with CFD
formations and financings.

We have provided below a discussion of specific
project experience that we believe best
underscore our capabilities. It is worth noting
that all of the projects below were completed
by staff assigned to the City’s account.

City of Menifee—UFI has been municipal advisor to the City of Menifee since 2011. As one of California’s fastest -growing cities —with 84% population growth since 2008 and currently ranked the fifth fastest growing city in the state —Menifee faces complex infrastructure and capital planning needs. UFI has supported the City through its ina ugural CFD bond issuances and continues to provide strategic guidance as the City plans for significant public improvements, including a new City Hall and Police Station.

Most recently, UFI advised on the successful issuance of $4.625 million in non -rated CFD special tax bonds for CFD No. 2023-2, Improvement Area No. 1 (Cimarron Ridge), which includes 424 market-rate single-family homes. A Real 97 City of Murrieta
Proposal for Municipal Advisory Services May 27, 2025

4 Estate Investment Trust (“REIT”), is under contract to purchase 127 homes in the improvement area, and intends to maintain ownership and rent the homes it is acquiring to individuals. UFI coordinated with the underwriter and bond counsel to update the POS disclosure to discuss this unique financing characteristic . We also participated in an additional finance committee meeting to brief City officials on the REIT’s development plans and potential implications. The bonds priced on April 29, 2025 and were met with strong demand despite challenging market conditions and unique characteristics of the transaction, receiving $7.75 million of total orders.

City of Lake Elsinore – UFI has served as municipal advisor to the City of Lake Elsinore since 2014. During that time, UFI has provided Municipal Advisory Services to the City on approximately $287 million of land secured financings, lease revenue bonds, tax allocation bonds, and private placements.

UFI is currently working with the City on a n $80 million Marks Roos pooled CFD to refund 11 underlying CFDs. The bonds recently received a very strong “A+” rating from Standard & Poor’s and secured an attractive bond insurance bid from AGM, which included a 100% surety. As part of the transaction, the City intends to reduce special taxes for homeowners in the underlying districts and generate an estimated $10 million of new money proceeds for capital projects. The financing team anticipates closing the transaction in June 2025.

In 2022, UFI served as the municipal advisor on the City’s issuance of $23.7 million of lease revenue bonds to finance construction costs of a new City Hall, which will further enhance the City’s historic downtown and house City Council chambers, administrative of fice space, multi -purpose and retail space, and outdoor amenities with connection to the existing City Hall building. UFI worked with the City to explore various funding options and ultimately it was decided that issuing lease revenue bonds was the optimal method of financing. Because of inflationary fears as well as expected increases in interest rates, the City accelerated the financing. UFI worked expeditiously to put together a financing schedule and coordinate next steps. On 6/1, S&P upgraded t he City’s lease revenue bonds to “A+” from “A” as a result of the City’s consistent economic growth and strong reserve levels. The lease revenue bonds closed in June 2022 at a favorable true interest cost of 4.57%. The timing of the transaction proved to b e advantageous to the City, as yields rose by as much as 150 basis points across the curve in the following months.

City of Beaumont
UFI was engaged by the City of Beaumont in the wake of officials discovering financial mismanagement and fraud that masked a multimillion -dollar structural operating deficit. In addition to helping the City reorganize its CFD debt management and restructure its financial systems and practices in 2015, UFI was asked to completely overhaul a prior long -term financial forecast the City had been unable to keep up to date because of its complexity and lack of good user interface. The forecast helped to reconcile inconsistencies between the City’s previous labor costing data and budgeted personnel expenses and to identify opportunities for strengthening its general fund.

Less than two years after emerging from the SEC investigation, UFI was engaged by the City to serve as financial advisor on a $100M CFD refinancing and its first rated bond transaction — 2018 Wastewater Revenue Bonds. The Wastewater Revenue Bonds were issu ed to fund construction of a new Wastewater Plant, and proceeds requirements totaled $90 million. The City had commissioned a rate study prior to the issuance of bonds, but many factors had changed since the completion of the rate study. UFI led the char ge in dissecting the rate study and drilling down on assumptions that were no longer current to develop a more accurate 5-year projection of revenues, expenses, debt service coverage, and reserve balances for the City’s Sewer Fund.

UFI also advised the City on key bond covenants and structuring options in order to strengthen the credit while maintaining flexibility for the City. As this was essentially a brand-new credit, the presentation to the rating agency and obtaining bond insu rance were crucial to the financing. UFI took the lead in developing a credit story for in - person presentations to S&P, Assured Guaranty, and Build America Mutual, which involved walking them through how the new City Council and new City management had me ticulously implemented new policies and financial control systems to build transparency and fiscal sustainability (in addition to addressing S&P’s rating criteria for wastewater revenue bonds).

98 City of Murrieta
Proposal for Municipal Advisory Services May 27, 2025

5 Although the process with S&P was arduous, the City ultimately achieved an “A+” rating, which was an incredible achievement, along with very aggressive insurance and surety bids from both Assured Guaranty and Build America Mutual. Ultimately, the City ach ieved a very low all -in fixed borrowing rate of 3.95%, with annual debt service of approximately $5.07 million.

Today, the City is financially stable with significant reserves equal to 20% of operating expenses.

City of Ontario
UFI was engaged by the City of Ontario in 2023 via a competitive RFP process. Since January 2024, we have served as the City’s MA on a lease revenue financing, three CFD financings, a water revenue financing, and four CFD formations. Through our work on the 2024 Water Revenue Bonds, we helped the City achieve an S&P rating upgrade to “AA+” from “AA.” In addition, UFI is actively working with the City on four additional CFD formations for residential and industrial development projects . As part of our work with the City, we engage with various developer teams to ensure that the City’s needs and objectives are met in forming districts in the Ontario Ranch area, which is expected to include 24,000 homes at buildout.

Most recently, UFI served as municipal advisor to the City on a $192.4 million lease revenue financing to fund various capital improvements, including offsite improvements for a new professional baseball stadium. Starting late last year, UFI began working with City staff and the financing team to evaluate various structuring options to minimize borrowing costs for the project, including reducing the need for capitalized interest, and maximizing the use of tax - exempt proceeds. Leading up to the bond issuance, UFI’s Public Management Group was hired to prepare a financial forecast to help the City in assessing its overall fiscal health and to assist with determining cash flow capacity to fund its $1 billion CIP program over the next several years. The baseball stadium will be one component of the Ontario Regional Sports Complex, which is planned for 190 acres of top -tier athletic facilities, including 20 long fields, 14 youth diamond fields, 8 full -size diamonds, 4 football/rugby fields and 2 championship diamo nd fields. The sports complex will be the largest of its kind west of the Rocky Mountains.

The 2025 Lease Revenue Bonds priced on April 29, 2025 and generated extremely strong demand, with over $1 billion in orders. As a result of the strong demand, the underwriter was able to reduce spreads on most maturities, resulting in an attractive true interest cost of 4.60%.

Legal Actions
List all disciplinary actions, administrative proceedings, malpractice claims, or other like proceedings against your firm or any of its personnel, whether current, pending, or occurring in the last five (5) years. Please indicate the disposition of each claim.

UFI has not had any legal events or disciplinary actions over the last five years or through its history. This is reflected on its Form MA and Form MA -I, which includes information about any criminal actions, regulatory actions, investigations, terminations, judgments, l iens, civil judicial actions, customer complaints, arbitrations and civil litigation. The City may electronically access our firm’s most recent Form MA and each most recent Form MA-I filed with the Commission at the following website: www.sec.gov/edgar/searchedgar/companysearch.html.

There have been no material changes to a legal or disciplinary event disclosure on any Form MA or Form MA -I filed with the SEC.

99 City of Murrieta
Proposal for Municipal Advisory Services May 27, 2025

100
City of Murrieta
Proposal for Municipal Advisory Services May 27, 2025

101
City of Murrieta
Proposal for Municipal Advisory Services May 27, 2025

8 APPROACH TO MUNICIPAL ADVISORY SERVICES
Every financing undertaken by UFI begins with proper planning and extensive due diligence and ends with ongoing monitoring and administration. We are able to tailor our approach to fit the City’s needs on each and every engagement. We view our role as an extension of staff, and we can be available to the City as often as is required to complete a financing. It is our goal to limit the City’s involvement to only critical areas and to complete each financing in a manner that achieves t he City’s goals, result s in the lowest cost of funds, and maximizes efficiency without putting any unnecessary burden on City staff time. Our approach to municipal advisory services can be broken down into three main steps, as summarized below . In addition to these services, UFI can offer post -issuance compliance, financial forecasting, or other consulting services, if desired by the City.

In order to formulate effective and pragmatic recommendations, UFI takes the time to perform extensive due diligence, research, and preliminary analyses in order to understand the goals and priorities of our clients, as well as the economic and political challenges and opportunities our clients face in achieving those goals. Activity 1 involves a complete assessment of the client’s needs and financial constraints. Where appropriate and requested by the client, this preliminary work may include preparation of a detailed finance plan for the capital project(s) involved in the financing (see below for details). During this period, UFI staff performs the following tasks:

1. Schedule meetings or calls with staff to request all necessary data and discuss the needs and goals of the City.

2. Undertake a funding analysis for the identified capital project(s) and prepare a finance plan.

3. Identify and assist with strategies to mitigate risks of large public facilities projects.

4. Analyze existing outstanding debt to determine parity test requirements, feasibility of refunding certain outstanding series of Bonds, and debt affordability.

5. Review City policies, including reserve policies, and Local Goals and Policies for land secured financings.

6. Review pension liabilities and existing policies.

7. Assist with comprehensive credit analysis to determine the anticipated rating, preferred structure, and interest rate scale for the Bonds.

8. Prepare a summary of cost of issuance

9. Independently structure the financing and present results to the City.

After an evaluation of financing options/alternatives, should it be determined that financing targets will be met through a bond issuance, UFI will begin work on the financing schedule and the implementation of the agreed upon financing strategy. The scope of work includes, but is not limited to, the following:

1) Assist in the selection of additional service providers, including, but not limited to, underwriter, bond counsel, disclosure counsel, appraiser, or trustee.
2) Develop the financing timetable.
3) Monitor financing process and coordinate all activities of the financing team. 4) Review all legal and financing documents on behalf of the City. 5) Provide support to the City relating to financing documents, including preparation of staff reports and presentations.
6) Compute Sizing and Structure of Debt Issue and verify cash flows from underwriters. 7) Plan and Coordinate Presentations to Ratings Agencies 8) Monitor market conditions to advise on timing of bond offering.

1. Preliminary Analysis/
Recommendation

2. Assemble the
Finance Team and
Manage the Financing
Process

3. Pricing and Closing
Execution
Activity 1: Preliminary Analysis/Recommendation
Activity 2: Assemble the Finance Team and Manage the Financing Process 102
City of Murrieta
Proposal for Municipal Advisory Services May 27, 2025

9 UFI offers extensive expertise when it comes to the pricing of municipal securities as our staff includes former investment bankers who are intimately familiar with the underwriting of municipal securities. In the weeks leading up to a pricing, UFI will monitor and track comparable transactions through our in-house resources, which include a Bloomberg terminal. Generally, our approach is to recommend that the underwriter employ an aggressive pricing strategy (aiming for approximately 2 times oversubscription) to achieve the best possible pricing for our clients. We will work to ensure the best possible result for the City, without risk of diminishing investor participation, and provide post issuance analysis. In addition to ensuring fair market spreads, UFI will work with the underwriter to analyze alternative couponing strategies that result in the lowest possible true interest cost and/or net present value savings for refundings. We will also push for the most flexible call feature.

APPROACH TO FINANCING DISTRICT FORMATION SERVICES
UFI is positioned to assist the City with each step of the CFD formation process. As our clients’ fiduciary, we assist with critical phases of policy development, review of feasibility studies, and evaluation of developer proposals to ensure the cities’ interests are protected. We are also knowledgeable on the enabling statutes for various financing districts (i.e., Mello Roos Act of 1982, Municipal Improvement Act of 1913, IFD/EIFD laws including SB 628 and AB 313, and Landscape and Lighting Act of 1972) that stipulate the formation process, voting requirements, projects that can be funded, bond issuance procedures, required documents, etc. Below, we provide our approach to a CFD formation process.
1) Review the City’s the Local Goals and Policies to determine if any updates are needed 2) Assist the City in engaging Special Tax Consultant and other consultants 3) Facilitate negotiations with developer as needed
4) Review Absorption Studies, Appraisals, etc.
5) Assist in determining impact of development on City services/finances and General Plan 6) Review proposed list of facilities to be financed and develop financing plan 7) Provide preliminary cash flows/analysis
1) Prepare and maintain a formation schedule
2) Review of formation legal documents, including Resolution of Formation and Resolution of Intention documents
3) Review and provide input on the Rate and Method of Apportionment (RMA) 4) Plan and coordinate presentations to City Council as necessary 5) Ensure development threshold identified in City’s Goals and Policies has been reached prior to proceeding with bond issuance

CITY’S DEBT PROFILE
In preparation for the RFP, UFI reviewed the City’s recent ACFRs, budgets and official statements for outstanding bonds. We have provided below a summary of the City’s currently outstanding bonds.

Activity 3: Pricing and Closing Execution
Initial Policy/Planning
Formation Proceedings
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City of Murrieta
Proposal for Municipal Advisory Services May 27, 2025

10 We commend the City for its prudent fiscal management and strategic use of debt, which has resulted in multiple credit rating upgrades from Standard & Poor’s in recent years. Looking ahead, the City’s next refunding opportunities are for its 2005-5 (Golden City) IA B Bonds, which are callable September 1, 2025 at 103%, followed by its 2016A and B Special Tax bonds, which are callable in 2026. UFI is highly qualified to serve the City on potential refundings across these credit types. Each time we serve as a municipal advisor on bond financings, we take a lead role in ensuring that the financing team works together to achieve the best possible credit rating and pricing in the most efficient timeframe.

References
Please provide five (5) references. References should include other California cities of similar size and scope of service utilization as the City of Murrieta.

We encourage you to contact any of our recent clients listed below to discuss their experience and satisfaction with UFI.

Series Dated Date Outstanding
Par Final Coupon Tax Status Final
Maturity Call Date
Certificates of Participation
2020A COPs 2/27/2020 $1,365,000 4.00% Tax-Exempt 5/2/2027 Non-Callable Total Certificates of Participation $1,365,000
Special Tax Bonds
Series 2016A Refunding Bonds 2/9/2016 $31,045,000 3.68% Tax-Exempt 9/1/2035 AIPD 9/1/2026 @ 100 Series 2016B Refunding Bonds 7/13/2016 $5,605,000 3.00% Tax-Exempt 9/1/2035 9/1/2026 @ 100 2005-5 (Golden City) IA A 2017 Bonds 3/8/2017 $7,450,000 5.00% Tax-Exempt 9/1/2043 9/1/2027 @ 100 2005-5 (Golden City) IA B 2018 Bonds 10/2/2018 $10,980,000 5.00% Tax-Exempt 9/1/2048 9/1/2025 @ 103 DTP Series 2022 Refunding Bonds 6/8/2022 $22,930,000 5.00% Tax-Exempt 9/1/2034 9/1/2032 @ 100 Total Special Tax Bonds $78,010,000
Tax Allocation Bonds
2017A TAB 10/18/2017 $9,350,000 3.125% Tax-Exempt 8/1/2035 8/1/2027 @ 100 2017B TAB (Taxable) 10/18/2017 $18,990,000 3.750% Taxable 8/1/2037 8/1/2027 @ 100 Total Tax Allocation Bonds $18,990,000
City of Lake Elsinore City of Menifee
Jason Simpson, City Manager Travis Hickey, Chief Financial Officer Phone: (951) 674‐3124 Ext. 211
Email: jsimpson@lake‐elsinore.org
Phone: (951) 723-1782
E-mail: [email protected]
130 S. Main Street, Lake Elsinore, CA 29844 Haun Road | Menifee, CA Services provided: MA services for LRBs, CFD and TABs;
Forecast, Affordable Housing/AB 341 analysis, Economic
Development, EIFD, Pension Study
Services provided: MA services for various CFD financings, financial forecast; MA & Planning work for City Hall
Number of Years of Service: 11 Number of Years of Service: 14 Most recent engagement: $80 million Marks-Roos pooled CFD refunding (expected closing: June 2025)
Most recent engagement: $4.6 million CFD financing closed May 2025
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11 City of Desert Hot Springs
Doria Wilms, City Manager
Phone: (760) 329-6411 Ext 260
Email: [email protected]
65950 Pierson Blvd., Desert Hot Springs, CA 92240
Services provide: MA services for lease revenue bonds, CFDs, COPs, TABs; financial forecast, pension study, economic development proposal analysis
Number of Years of Service: 17
Most recent engagement: $2 million CFD issuance for Skyborne project (closed December 2023).

Section C – Fees and Costs
Please provide a clear, and detailed fee schedule with fixed, and fully -loaded hourly rates for the services identified in Section IV, 4.1.

Proposer shall also provide a fee schedule for possible additional services not listed in Section IV, 4.1.

For municipal advisory financing assignments, UFI proposes a fee of $40,000 per bond financing . Our fees for municipal advisory services are contingent upon closing and exclusive of out-of-pocket expenses such as travel, data recovery, third party data fees, and internal compliance requirements. Out -of-pocket expenses will not exceed $2,500 on any transaction.

UFI is also available for as -needed services on an hourly basis for research, analysis, CFD formations, Capital Improvement Program funding planning, and development of funding options and recommendations. For CFD formations, our typical not-to-exceed fee is $5,000 to $10,000 depending on the scope of the engagement . Below are the hourly rates of proposed positions.

Section D - Technological Controls & Cybersecurity

1. Provide a detailed summary of the Proposer’s technological controls, including physical access, logical access, change controls, remote access, cyber security training frequency, and defenses against any form of cyber -attack.

City of Beaumont City of Ontario
Jennifer Ustation, Finance Director Armen Harkalyan, Executive Director of Finance Phone: (951) 572-3236
Email: [email protected]
Phone: (909) 395-2355
E-mail: [email protected]
550 E 6th St, Beaumont, CA 200 North Cherry Avenue, Ontario, CA 91764 Services provide: MA services for Wastewater Revenue Bonds, CFD transactions; financial forecast, police station debt analysis
Scope of Work: MA services for 2025 Lease Revenue Bonds, 2024 Water Revenue Bonds, Various CFD Bond Issues and CFD
Formations
Number of Years of Service: 10 Number of Years of Service: 1.5 Most recent engagement: Pooled CFD refunding and
wastewater revenue refunding bonds (expected closing: June 2025)
Most recent engagement: $192 million 2025 lease revenue bonds UFI’s Hourly Fee Schedule
Chief Strategy Officer $325
Managing Director/Director $300
Associate/Analyst $175
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12 UFI maintains a comprehensive suite of technological controls designed to safeguard client data, ensure business continuity, and defend against cybersecurity threats. Our policies and infrastructure are continuously reviewed and updated to align with industry best practices and regulatory expectations. Below is a detailed summary of our current technological controls as well as threat protection and data security measures:

Technological controls:
• Infrastructure & Access: UFI uses SaaS-based infrastructure with multi-factor authentication enforced across all platforms. Access is managed via Active Directory, with role-based permissions and regular reviews. • Physical Security: A Next-Generation Firewall is secured in a locked network rack, accessible only to IT and office manager.
• Remote Access: Secured through multi -factor authentication, remote monitoring and management tools, and encrypted connections. Policies align with NIST SP 800 -46 Rev. 2 for endpoint protection and secure communications.
• Change Controls: Changes follow a structured process including risk assessment, testing, approval, implementation, and post-review.
• Cybersecurity Training: Ongoing user education is enforced through regular IT -led communication and updates.

Threat Protection & Data Security:
• Email Security: MFA is enforced for email access. Advanced Threat Protection solutions protect against phishing and ransomware pre -delivery to the user. DKIM keys are rotated quarterly with SPF and DMARC also in place. Access is restricted by device compliance and user role. • Endpoint Protection: All devices are equipped with Antivirus and Endpoint Detection and Response for real- time threat detection and response; remote monitoring and management ensure up -to-date patch management on all devices.
• Data Loss Prevention: Regular email and cloud backups of company data are maintained.

2. Are there specific cybersecurity policies and practices that your firm implements to meet government and public sector standards?

UFI is committed to upholding the highest standards of cybersecurity and professional conduct in our work clients.

Our cybersecurity posture is aligned with the NIST Cybersecurity Framework. The NGFW and endpoint protections are configured to meet NIST standards, ensuring compliance with public sector cybersecurity expectations. MFA, AV/EDR, secure access controls, and DLP practices support PCI DSS v4.0 requirements. All cybersecurity controls and policies are maintained to meet the expectations of government and public sector engagements, including secure access, data protection, and incident response readiness. In addition to maintaining strong technical safeguards, we adhere to all regulatory standards applicable to municipal advisors, including those set by the Municipal Securities Rulemaking Board (MSRB), which require written procedures for electronically stored files.

Section E - Additional Services
Please discuss any additional services that were not addressed in this RFP, but may be of value to the City and its financial operations.

POST-ISSUANCE COMPLIANCE SERVICES
UFI’s Analytics & Compliance Group manages the comprehensive continuing disclosure and post-issuance compliance needs of our California clients. UFI has been providing continuing disclosure services since 1994, when the reporting requirements were first mandated. We currently serve over 200 California cities, enterprise districts, successor agencies, joint powers and financing authorities, school districts, and charter schools , and we file more than 400 annual disclosure reports each year.

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13 As needed by the City, UFI can offer a full suite of continuing disclosure and post-issuance compliance services, tailored to the reporting requirements of each covered security, debt, loan, or other outstanding obligation. To ensure we deliver accurate and timely services, UFI has develope d a proprietary, in -house database and tracking system. The details of our client’s issuances and debt obligations are entered into the database (applicable disclosure requirements, filings, deadlines, etc.) enabling us to work closely with clients to keep them in compliance. The list of services we can provide to clients related to post-issuance disclosure includes the following:
• Annual Disclosure Reporting for Municipal Securities
• Material Event Filings
• Annual CDIAC Filings
• Annual Disclosure Reporting for Private Placements
• Arbitrage Rebate Services

FINANCIAL CONSULTING SERVICES
At UFI, we believe that solid financial forecasting, analysis, and strategic planning can significantly help a city achieve both fiscal stability and financial sustainability through more informed and consistent decision-making. UFI’s Public Management Group can provide the following services to the City, as needed:
• Long-Term Financial Modeling/Projections
• Property tax and special tax financial analysis
• Other Financial Analysis/Services, including Pension Funding Analysis and Fiscal Health Analysis

Armed with a robust forecast-driven analysis of the city’s long-term fiscal outlook, city leaders (both appointed and elected) can identify critical unmet needs, develop options to close funding gaps for service and capital needs, and create strategic plans that achieve the city’s objectives. This approach also helps ensure the city “stays -the-course” and achieves its objectives because they are aligned to a solid and con tinuously updated financial forecast and strategic plan. Finally, a good financial forecast, analysis and strategic plan also helps city management communicate effectively with elected officials, labor groups, and the general public regarding the trade -offs and costs required to achieve the community’s objectives and goals.

Section F - Compensation and Reimbursement

1. Please describe how you intend to charge for financial advisory services. Provide a comprehensive and detailed fee schedule for the proposed services. Outline billing and payment expectations, including timing and method of payment.

For municipal advisory financing assignments, UFI proposes the fee schedule in Section C. Our fees for municipal advisory services are contingent upon closing and are paid out of bond proceeds. For hourly assignments, UFI will send an invoice upon project completion with payment requested via check or ACH wire within 30 days of the invoice date.

2. Detail all start-up and any recurring fees.

None.

3. Please define any “extra” services and describe if such services will be billed at a different hourly rate or by other billing methods.

UFI is also available for as-needed services on a time and materials or hourly basis for research, analysis, Capital Improvement Program funding planning, and development of funding options and recommendations , which will be billed at the hourly rates presented in Section C.

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14 Section G - Additional Information
In this section, provide any other information that the Proposer believes is applicable to the evaluation of the proposal or your qualifications for providing the services set forth in this RFP. You may use this section to address the aspects of your services that distinguish you from others.

UFI offers regional expertise, deep technical capabilities, and a client -first culture that distinguishes us from other municipal advisory firms. What sets UFI apart is not only our extensive track record across Southern California, but also our ability to deliver hi ghly customized solutions grounded in a real understanding of local issues and city priorities. We are not a one -size-fits-all shop. Our team works closely with staff to provide hands -on, responsive service that reflects the distinct needs and financial goals of each community.

Experience with Riverside County Issuers : As noted previously, UFI has a deep understanding of the regional economic landscape, developed through our role as municipal advisor to numerous neighboring jurisdictions, including the Cities of Menifee, Lake Elsinore, Beaumont, Eastvale, Coachella, and Desert Hot Springs, among others. Since 2018, UFI has completed more than $750 million in financing assignments throughout the region, reflecting our strong track record and ongoing commitment to serving local gov ernments. UFI takes pride in being a long -standing and engaged partner to the communities we serve, providing both municipal advisory and strategic consulting services. Our local experience directly informs our approach, enabling us to deliver tailored, va lue-added solutions that reflect each city's unique priorities and fiscal landscape.

Technical Competence: Delivering responsive, high-quality analytical support is a core component of UFI’s mission. Our team has the capability to structure and evaluate a wide range of financing options, including complex and nuanced credit structures. For General Fund -backed f inancings, we assist clients in developing long-term capital funding strategies and provide analysis of insured property values used for collateral.

In the case of enterprise revenue credits, we work closely with clients to review r ate studies and develop revenue forecasts that inform optimal funding plans. UFI also advises numerous agencies with large, diverse CFD programs— similar to the City’s—often starting at the formation stage and continuing through bond issuance. Post-issuance, we remain actively involved, helping clients manage and monitor their debt portfolios to ensure ongoing financial performance and compliance.

Credit Expertise: UFI has extensive experience presenting municipal credits to rating agencies and crafting compelling rating presentations that highlight the unique strengths of each issuer. Our deep involvement in Southern California has given us a thorough understanding of local economies, allowing us to effectively position our clients' credit profiles. By combining regional insight with a strong grasp of rating agency methodologies, we consistently help our clients achieve favorable rating outcomes. In numerous CFD refundings, UFI has successfully secured investment-grade ratings and credit enhancement through bond insurance —resulting in lower borrowing costs, increased cash flow savings for homeowners, and additional funding for public facilities.

Pricing Execution: The UFI team assigned to the City includes former public finance investment bankers with deep expertise in the underwriting and pricing of municipal securities. Our team actively monitors the municipal bond market to ensure optimal timing and pricing execution, even under challenging market conditions . We advocate for pricing strategies that balance competitiveness with investor demand, typically recommending that the underwriter pursue an aggressive approach targeting at least two times oversubscription. In addition to ensuring fair market spreads, UFI collaborates wit h underwriters to analyze alternative couponing, optional redemption features, and other structuring options, with the goal of achieving the lowest cost of capital and best terms for our clients.

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15 Appendix A: Professional Resumes – UFI Team Members
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16 MICHAEL BUSCH
Chief Strategy Officer

CONTACT
1470 Maria Lane, Suite 315,
Walnut Creek, CA 94596
TEL: (714) 923-3541
[email protected]

EDUCATION
M.P.A. – Finance and Public
Works
Cal State University, Long Beach

B. A., Urban and Regional
Planning
Cal State Polytechnic University,
Pomona

PROFESSIONAL AFFILIATIONS
Innovating Commerce Serving
Communities (ICSC)
California Society of Municipal Finance
Officers (CSMFO)
Past President – Municipal Management
Association of Southern California
(MMASC)
Past Chair – Cal-ICMA
Profile
Michael Busch is an accomplished municipal executive and public finance professional who has helped manage several public agencies as an assistant city manager and finance director.

Through his leadership of UFI and engagement with professional organizations, Michael helps cities, counties, special districts, a nd nonprofits across the State of California identify emerging trends, engage in critical policy issues, exchange proven practices, and advance their missions through sound fiscal and operational policy. During his 18 -year tenure with UFI, numerous public agencies have engaged Michael as both a strategic consultant and municipal advisor based on his public finance expertise and broad understanding of fiscal issues affecting the public sector. Michael has worked on over $5 billion in tax -exempt and taxable d ebt, including lease revenue bonds/COPs, water/wastewater revenue bonds, POBs, TABs, CFD and assessment district bonds, and New Market Tax Credits. He has executed lease transactions for the Cities of Lake Elsinore, Desert Hot Springs, Coachella, Orange, and is currently assisting the Cities of Menifee, Eastvale, Ontario, and San Jacinto on the evaluation of lease revenue bonds to finance public facilities.

Relevant Project Experience
• City of Menifee – Various CFD Bonds; City Hall Project • City of Beaumont – CFD Bonds, Wastewater Bonds
• City of Ontario – CFD Bonds, Lease Revenue Bonds, Water Revenue Bonds, Private Activity Financing
• Lake Elsinore – CFD Bonds, City Hall Project, Joint Venture Economic Development Financing
• Desert Hot Springs 2022 Lease Revenue Bonds (City Hall and Police Station Expansion Project)
• City of Eastvale - Project Planning & MA Services for Civic Center Facility

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17 BRANDEN KFOURY
Director

CONTACT
1470 Maria Lane, Suite 315,
Walnut Creek, CA 94596
Tel: (714) 923-3560
[email protected]

EDUCATION
BS, Finance
New York University

PROFESSIONAL AFFILIATIONS
California Society of Municipal Finance
Officers (CSMFO)

Profile
Branden Kfoury joined Urban Futures in 2019. He has worked on a variety of debt offerings for cities and special districts in California including, but not limited to utility revenue bonds, general obligation bonds, lease revenue bonds, CFD and assessment district bonds, as well as tax allocation bonds. Mr. Kfoury has extensive experience in all aspects of the bond financing process and excels at providing value -added debt structuring, credit and quantitative analysis. Previously, Mr. Kfoury worked as a Sen ior Associate at Fieldman, Rolapp & Associates where he supported the firm’s city and special district clients. Mr. Kfoury has held prior roles in public finance investment banking, bond insurance, as well as in the technology industry. He graduated Cum Laude from New York University with a Bachelor of Science degree in Finance and a minor in Politics.

Relevant Project Experience
• City of Encinitas – Lease Revenue Bonds
• City of Pasadena – General Obligation Bonds (Historic Library Renovation Project)
• City of Orange – 2020 Lease Revenue Bonds (Fire Station Project)
• City of Eastvale - Project Planning & MA Services for Civic Center Facility
• City of Beaumont - Project Planning & MA Services for New Police Facility
• City of Fullerton – CFD Refundings, tax allocation bonds, and CFD Formation
• City of Oceanside – Pooled CFD Refunding

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18 WING-SEE FOX
Managing Director

CONTACT
1470 Maria Lane, Suite 315,
Walnut Creek, CA 94596
TEL: (650) 503-1500
[email protected]

EDUCATION
MBA
Columbia Business School

MSW
Columbia University School of
Social Work

BA, Psychology
Stanford University

PROFESSIONAL AFFILIATIONS
Women in Public Finance (WIP)
Asian Americans in Public Finance (AAPF)
California Society of Municipal Finance
Officers (CSMFO) Communications
Committee
Class of 2015 LeaderSpring Fellow
Profile
Wing-See Fox is the Series 54 Municipal Advisor Principal of UFI and leads the Public Finance Group. Wing -See has over a decade of experience in the fields of municipal advising, public finance, and municipal securities. She has worked on over $3 billion i n municipal debt offerings for cities and special districts in California including lease revenue bonds and certificates of participation. She has recently executed lease transactions for the Cities of Claremont, South San Francisco, Orange, Atherton, the Town of Apple Valley and Cosumnes Community Services District. Wing - See excels in gaining a thorough understanding of credits, validating assumptions in financial projections, and structuring bond transactions to meet the needs of the issuer while maximizing credit strength and marketability to investors. She has extensive experience developing credit presentations geared towards the criteria of rating agencies in order to achieve the highest possible ratings. Prior to becoming a municipal advisor, Wing-See was a public finance investment banker, having worked at Raymond James Public Finance in San Francisco and UBS Investment Bank in New York.

Relevant Project Experience
• City of Alameda – 2023 CFD Bonds
• City of Goleta – 2025 Lease Revenue Bonds &
Transportation Sales Tax Bonds
• Cosumnes Community Services District – 2022 Certificates of Participation
• City of South San Francisco – 2022 Lease Revenue Bonds • City of Pismo Beach – 2024 Lease Revenue Bonds (Public Safety Facility Project)
• City of Manteca – 2025 CFD Bonds
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19 GABRIELLE DAWSON
Associate

CONTACT
1470 Maria Lane, Suite 315,
Walnut Creek, CA 94596
Tel: (301) 395-8246
[email protected]

EDUCATION
BS, Business Administration
(Finance)
Northeastern University

Gabrielle Dawson joined Urban Futures this year. Gabrielle’s responsibilities include providing general client support for cities, special districts, and water districts. Before joining the firm, Ms. Dawson worked as an Analyst on the Infrastructure Public Finance Investment Banking team at Morgan Stanley and at Montague DeRose and Associates. She has worked on a variety of debt offer ings for states, cities, water and wastewater districts, school districts, and transportation on the West Coast. Her experience includes taxable and tax - exempt general obligation bonds, lease revenue bonds, and water revenue bonds in California. She gradua ted from
Northeastern University with a Bachelor of Science degree in Business Administration with a major in Finance and a minor in Law and Public Policy.

Relevant Project Experience
• City of Manteca – 2025 CFD Bonds
• City of Goleta – 2025 Lease Revenue Bonds &
Transportation Sales Tax Bonds
• Water Replenishment District 2025 Bonds

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20 JAMES MORRIS
Managing Director

CONTACT
1470 Maria Lane, Suite 315,
Walnut Creek, CA 94596
Tel: (714) 923-3542
[email protected]

EDUCATION
Juris Doctorate and Master of
Urban Planning
UCLA

Bachelors Degree
Dartmouth College

Jim Morris has over twenty years of experience working in the fields of financial analysis, municipal law and public agency governance. He specializes in assisting cities and special districts in the areas of long -term forecasting, fiscal stabilization and financial sustainability planning. His recent engagements include engagements for the Cities of
Alameda, Culver City, Pomona and South San Francisco.

Prior to joining UFI, Jim worked with the City of San
Bernardino where he was tasked with successfully winding- down San Bernardino’s former redevelopment agency,
acknowledged as one of the most complex redevelopment
dissolutions in the State of California. He was also a key advisor and strategist for the city’s bankruptcy team on various organizational and fiscal restructuring matters, and drafted the strategic plan component for San Bernardino’s municipal bankruptcy plan of adjustment. Jim began his professional career as a public law attorney with Best & Krieger LLP, where he served as Assistant City At torney for the cities of Corona and Ontario, and General Counsel for Western Municipal Water District. He is a graduate of
Dartmouth College and received both a Juris Doctorate and Master of Urban Planning from UCLA.

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22 Regulatory Disclosure

Disclosure of Conflicts of Interest and Legal or Disciplinary Events. Pursuant to Municipal Securities Rulemaking Board (“MSRB”) Rule G-42, on Duties of Non-Solicitor Municipal Advisors, Municipal Advisors are required to make certain written disclosures to clients and potential clients which include, amongst other things, C onflicts of Interest and any Legal or Disciplinary events of Urban Futures, Inc. (“UFI”) and its associated persons.

Conflicts of Interest. Compensation. UFI represents that in connection with the issuance of municipal securities, UFI may receive compensation from an Issuer or Obligated Person for services rendered, which compensation is contingent upon the successful closing of a transaction and/or is based on the size of a transaction. Consistent with the requirements of MSRB Rule G-42, UFI hereby discloses that such contingent and/or transactional compensation may present a potential conflict of interest regarding UFI’s ability to provide unbiased advice to enter into such transaction. This conflict of interest will not impair UFI’s ability to render unbiased and competent advice or to fulfill its fiduciary duty to the Issuer.

It should be noted that other forms of compensation ( i.e., hourly or fixed fee based) may also present a potential conflict of interest regarding UFI’s ability to provide advice regarding a municipal security transaction. These other potential conflicts of interest will not impair UFI’s ability to render unbiased and competent advice or to fulfill its fiduciary duty to the Issuer.

Other Municipal Advisor Relationships . UFI serves a wide variety of other clients that may from time to time have interests that could have a direct or indirect impact on the interests of another UFI client. These other clients may, from time to time and depending on the specific circumstanc es, have competing interests. In acting in the interests of its various clients, UFI could potentially face a conflict of interest arising from these competing client interests.

UFI fulfills its regulatory duty and miti gates such conflicts through dealing honestly and with the utmost good faith with its clients.

If UFI becomes aware of any additional potential or actual conflict of interest after this disclosure, UFI will disclose the detailed information in writing to the issuer or obligated person in a timely manner.

Legal or Disciplinary Events. UFI does not have any legal events or disciplinary history on UFI’s Form MA and Form MA-I, which includes information about any criminal actions, regulatory actions, investigations, terminations, judgments, liens, civil judicial actions, customer complaint s, arbitrations and civil litigation. The Issuer may electronically access UFI’s most recent Form MA and each most recent Form MA -I filed with the Commission at the following website: www.sec.gov/edgar/searchedgar/companysearch.html.

There have been no material changes to a legal or disciplinary event disclosure on any Form MA or Form MA -I filed with the SEC. If any material legal or regulatory action is brought against UFI, UFI will provide complete disclosure to the Issuer in detail allowing the Issuer to evaluate UFI, its management and personnel

115

CITY OF MURRIETA
City Council Meeting Agenda
Report
9/2/2025
Agenda Item No. 6.

TO: HONORABLE MAYOR AND MEMBERS OF THE CITY COUNCIL
FROM: Bob Moehling, Public Works Director
PREPARED BY: Garrett Strang, Civil Engineering Assistant SUBJECT:

Notice of Completion for the 2023 Citywide Slurry Seal Project

RECOMMENDATION
Accept the improvements for the 2023 Citywide Slurry Seal Project, CIP No. 13048, as complete; and Direct the City Clerk to record a Notice of Completion and release bonds in accordance with State law and City ordinances.

PRIOR ACTION/VOTE
On November 19, 2024, the City Council awarded the construction contract for the 2023 Citywide Slurry Seal Project, CIP No. 13048 to Roy Allan Slurry Seal, Inc. in the amount of $2,952,488.50 (Vote: 5-0).

On June 3, 2025, the City Council approved Resolution No. 25-4836, approving the Capital Improvement Plan Budget for Fiscal Year 2025/26, and the Fiscal Years 2025/26 to 2029/30 Capital Improvement Plan which included the 2023 Citywide Slurry Seal Project, CIP No. 13048 (Vote 5-0).

CITY COUNCIL GOAL
Plan, program and create infrastructure development.

BACKGROUND
Construction of the 2023 Citywide Slurry Seal Project, CIP 13048, began on December 3, 2024, and was deemed substantially completed on April 4, 2025, with final completion on June 20, 2025. The project consisted of applying Slurry Seal to approximately 25% of all non-arterial streets citywide, including approximately 11,223,204 square feet of pavement surface and 58 centerline miles. General Improvements consisted of applying either a type 1, type 2, type 1 over 3, or type 2 over 3 slurry seal to various streets. The type of slurry being applied is based on the City’s pavement management program and the most recent pavement condition index (PCI) of each individual street. Other ancillary work consists of crack fill, micro- milling, and signing and striping. CIP No. 13048 is funded by Measure A, Gas Tax, and Water District Reimbursement Agreement funds.

Although the final retention payment has not yet been made, the project is anticipated to close out at CITY OF MURRIETA Printed on 8/28/2025Page 1 of 2
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9/2/2025
Agenda Item No. 6.

Although the final retention payment has not yet been made, the project is anticipated to close out at approximately $60,000, under the original contract value.

City forces have inspected the improvements and found them to be satisfactory. Staff recommends formal acceptance by the City Council.

FISCAL IMPACT
The total construction costs of $2,890,381.74 were provided from Measure A, Gas Tax, and Water District Reimbursement funds in CIP No. 13048.

ATTACHMENTS

1. Notice of Completion

2. Vicinity Map
CITY OF MURRIETA Printed on 8/28/2025Page 2 of 2
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RANCH HOUSE ST

WILD FLOWER
DR
TW
IN W
ILLO
W
RD

CHERRYW
OOD
DR

NIGHTHAWK WAY

VIATEMPRANO
TO
ULO
N DR

STEPP RD

EDNA RD

PUMPKIN ST

CRABAPPLE ST
W
ALT RD

JAYLENE ST

CORNING PL

CAMINO ALBA

HOLLINGSWORTH DR

SCOTT RD
OXFO
RD DR

BRIANS WY

SHAW LN

PANTERA CT

CALLE ORTEGA

AVENIDAFLORITA

SANTA FE TR

CARLTON OAKS ST

TINDERBOX WAY
IRIS
LN

COLMAR LN

SPARKMANDR

CHERRY ST

WOOD KNOT D R
M
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N
AVE
M
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CLUB
DR

EPPLE ST

BANBURY CT

PINYONST
MEADOW

LARKRDG
SHO
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VIA
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GIN
G

ERBREAD DR

ASCELLA LN

WRANGLER DR

MOR NINGGLORY
DR

PLUM AVE

DARCY PL

HAZEL GLEN RD
VINEY
A
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VIA
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M
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JOAN DUNN LN

RUTH ELLEN W
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VIA DEL LARGO

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J ONAH WAY

RANCHWOODDR

PATTON AVE

PEAR ST

FIVE TRIB ES TR

AZARA ST

EASTMAN DR

BAYMEADOWSWAY

AUTO MALL PKY

KARA ST

VILLAGE WALK PL

JACARTE DR

AVENIDA
MIGUEL
O
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CLUB VIEW
DR

GOLDEN PHEASANT LN

SIERRA LN

SARATOGA SPRING
S
PL
C

LEARBROOK
DR

SONATA DR
C
H
ISOLM
TR

NEW HAVEN DR

VIA CEDRO

LILY AVE

ELIZABETH
LN

PEBBLE BEACH DR
DAM
SEL ST

DUSTY TR
VIA M
ARISA

BOTTLEBRUSHWAY
W
ILLO
W

BEND DR
5TH AVE ST. M

ICHEL LN

THOROUGHBRED LN
4TH AVE

GRIZZLYRIDGE
DR
M
URANO
ST

MANISTA WAY

SARAD E LLACT
M
IKLIC
H
DR
CHACO

CANYON RD

FALKIRK
DR

WARE ST
3RD AVE

MURRIETAOAKSAVE
SH
A
DY
M
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R
D

TREFO IL ST
LONG
ACRES
WAY
LA

LUNEAVE

LAFAYETTE DR

TABIANOST

EARLY LN

ROSEWOODST

LYNN CT
M
ITC
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RD

CLAIRISSA WAY

SUNROSE DR

VALOR DR
VER
BENA
A
VE

KETTLE RD
M
A

NZANITA
ST

PARKCREST DR

SYMPHONYPARK
LN
D ST
M

AXMILLIANAVE
VIA

LASLOMAS

CHATENEY LN

MALBEC ST
VIA
TO
NADA

MOUNTAIN

PRIDE DR
JO
N
A
THAN
PL

HUBBLE WAY

SUNFLOWER RD

SANDY AVE

MORNING DOVE LN

CALLECIPRES
VIA

ESTRADA

BOUVIERCT
VIA
M
ALAGAS

CHIVE ST

JOSHUA TREE CT KINGWOOD RD

PETUNIA
ST

ASPEN D R
H

OLSTEDAVE

AVENIDAPALIZADA
BRONC
O W
AY

CA LLE DEL LAGO
CORTE
JARAM
ILLO

WOODEN HORSE TR
A
LONDRA
DR
JEROM
E LN

ROLAND RD

DAY LILY DR

STOCK ST

BIRCHTREE
DR
ORCHID
TREE
A
VE

PE PPERLEAF ST

SPINDLE WAY

GRAN D VIEW DR
SHO
A
L

CREEKDR
SUMAC
AVE

SPRINGMEADOW
D
R
PLACER
CREEK
ST
PO
PPY LN

NICK LN

SPINNING WHEELDR

CONTIGNAC DR

SILVERW OOD ST

SYCAMORE
CR
EEK
A
VE

DE RBY DR

KAREN PL

MANDELIEU DR
Q
U
AIL

RIDGEDR

JERRY ALLEN LN
ST. HONORE DR

SETTLERS RDG
HU
CKABY
LN
CASTLE
LN

PINECREEK
PL

CALLE QUEDO
THYM
E LN

CROSBY ST

SKI RANCHST

LACEBARK DR

SPUR DR

VIADEGEMA
LIN
DA

CRESTA DEL R
EYO

OAK CREEK RD

SAVANNA WAY

CORTE GATA
VIA

PAMILLA

ORLEANS LN

COUPLES AVE

FULLERTON RD

RIVERSCAPE RD

ROSSITER RD

BAKER LN

BENDING OAK CT

BAY LAUREL AVE

VIA SONORO
NAN
D
INA
LN
Q

UINTANIADR
C

ORTEALBARA

RAINBOW
DR

SOMERVILLE RD

ANDALUSIAN ST

ARIEL ST

VIADIAM
ANTE

S ALVIA
LN

CALLESANVICEN TE

JENNINGS DR

CASTILE AVE

ARENDT LN

VIA PERA

RIDGEWOOD RD

OSPREY RD
LIDO
DR

QUIGLEY RD
SPYG

LASS CIR

NICE AVE

GANDOLF CT

CIRC INUS ST

MEMORIAL WAY

CHITTAM
W
OODPL

TONYA LN

AVENIDA ARCONTE

PATRI CIRHOLLY DR

HYDRUSPL
VIA

AMAPOLA

JOAQUINRIDGE DR

POSTOAK
PL
GEM

INA AVE

JACOB W
AY
P
A
LM
TREELN

SHANNON LN
SYM
ERON
W
AY

MATADOR WAY

R AMS HORN
DR

PIMLICO AVE

FALCON WAY

BRUNING ST

TUCANA PL

WINCHESTER CREEK AVE

GATINEAU ST
DEEP W
OOD DR

GARIN DR

VIA GALLETAS

JAN VALERIE RD

TIMOTHYAVE

SHADY LN

CORINTH DR

REAGAN WAY

CAPE AIRE WAY

VIA SERRANO
W
ILDW
OOD
LN

WILLOW CREST DR

DAWN WOOD ST

VERANDA W
AY

D ON A LD
RD
OAK
M

EADOWS PL
VIA
M
ONTERO

HUNTRIDGE DR

VIAPRIMERO

SILVERFOXCT
VIALA
PALOMA
W
EEPING
W
ILLOW
LN

RAVENNA ST

HACKBERRY ST

VIA AZUL

GITANO DR

HOSPITALITY PL

MANDRA ST

CONESTOGA
AVE

CAMBRIA LN

ABURY AVE
VIA

CASTANA
KUCERA
CT
VIA

BARLETTA

SKYPARK
RD

SADDLEBROOK ST
AM
BER
LN
M
ARIG
O
LD
LN

BREDA AVE

AZALEA LN
N
O

ELLEAVE

WALSHCENTER DR

PERRY RD
LAZYH
AW
K
AVE

CALLE AZUCAR
O

REGONTR
SO
UTHW
O
O
D AVE

ARIEL HOPE W
AY
ASHW
O
O
D LN

CALLE YORBA VISTA

SOCORRO ST

CRYSTAL AIRE CT

JESSIE CEAS LN

VIA MON
SERATE

SIERRAOAK DR

PAMPLONA AVE

CASTELLANE DR

VIA DEL SOL

NEWCASTLERD

VINCA LN

VIA FRANCISCO

PEARL DR

EVERGREENAVE

HILLSIDE

TRAILDR

MOUNTAINSIDE CT

JOHN WAYNE RD

DEL VAL DR

LYNX CT

COPPERLEAF CT

CHAMBRAY DR

SERRAI CT

VIRID IAN ST

VIA CADIZ

CRAWFO RD CA NYONRD
CLEA
R

CREEKST

PALMETTO ST

VIA SIEN
A

OAKMONT CT

CAMBRIDGE ST

CALLE ARTINO

EUCLID ST
SHAM
R
OCK LN

SHEA LN

KENTUCKY DERBY WAY

FOXFIRE DR

HOBIE CIR

BALLESTROSRD

P APERBARK
AVE

C ARRIGAN RD

SEQUOIAST

ERNEST W
AY

SILVER OAK DR

LA SALLE PL

VIA CALIDAD

B IG DIPPER W AY

KERI LYNN AVE

BUCKWOOD
W
A
Y
W

HITAKER WAY

ROYA L BU RGH D R

MANCE RD
W

ILLIE LN

VANDERBILT AVE

NEWTON-AZRAK ST

TEAL DR

HACHTEN RD

MA DRONE
DR

BENT TR EE DR

BRETT LN

ALTA LOMA LN
GLO

RIOSA PL
BEEM
AN DR

SERENETYLN

IRON GATELN
SNO
W
G
UM
LN

ALOE WY
M
URR
IETA
CREEK
DR

CORTE RENATA

BLACK MOUNTAINTR

BOTANICA PL

MOUNTAIN SHADOW RD

BISHOP RD

CORTE SOMBRERO

THISTLEWOOD AVE

RANGEVIEW DR

CORTE LORC
A

RISTRAS LN
VIA
CAREZA

RUSHING
W
INDCT

ROYAL TRO
O
N DR

CORTE EM
ERADO
G
O

LDEN EAGLE AVE

STARFALL WAY

VIA LAS FLORES

E MILY PL
BEARSK
IN
CIR

SHADESCALE
DR

RIDG E PLUM E DR
COUG
AR PL
VIA

DOMINIQUE

CARTIE R ST

IRIS WAY
D

AHLIAS WAY

SPRINGHAVEN ST

BRANDY LN

TALITHA WAY

LUCILLE CIRCL E RD

HANNAH W
AY

LAVATERA ST

BLA DEN A
VE

MINTAVE

SMOKEWOOD DR

GOLDEN MIST DR

AVIV CT

EAGLE DR

FORMBY CT

BARCLAY DR

SHOOTING STAR DR
SW
O

RDFERN PL

ALBACETE AVE

CALLESANCLEMENTE

AVENIDAMUSICO
GREYW

ALLS DR

SAGEWOODST

SKYVIEW
RIDGE
DR

ATHENALN
GLEN

ABBEYLN

MONARCH DR

MEDICALCENTER DR

CALL E DE L BUHO

CASANDRA CT

TUBEROSE ST
C
O

PPERCRAFT DR

ST RAPHAEL
D
R

VIA JALAPA

CATALINA
ST

AGUA VISTA

VIA F RONTERA

MICKELSON WAY

ETIENNE CIR
W

ILD ROSE LN

CLEMENTS WAY
M
O
CKING

BIRD AVE

MACLEAN AVE

CORK OAK CIR

VIA XANTHE

MORNING
STAR
DR

MANR ESA CT
C

ONSTANTINEDR

SILV ERLEAF WAY

BLACK B E RRY ST

CLOVER LEAF WAY

VIA LAR
EUG

ENIA LN

VIA ACUNA

KNIGHT DR

MYERSLN

PEACHWOOD DR

SNOWFIELD ST

SCARLET OAKDR

TEMECKY WAY

BUR OAKS AVE
INDU
S PL

FENTON LN

WHEATLY DR

SCOOTER WAY
THO

USAND O
AKS PL

DESERTLOCUST ST

CANYON OAK DR

RIVER BIRCH LN

BOXELDER DR

VIA SANTEE

CARDINAL

FLOWER DR

WESTHAVEN CT

COTTONWOOD ST

HAZEL HURSTST

HAZELNUT AVE
B
EAR

CANYON DR

FAIRCREST ST

MILLBROO K WAY

MOUNTA IN SONGLP

WINDSOR
CT
BROW

NESTONE W
AY

CA L ICIA
CT

GOLDEN GATE CIR

ROSEMARY ST

MON TAGE LN

HERON LN

SWEETWILLIAM
LN

TA F T CT

MIDLAND
AVE

OLD CARRIAGE RD

UNDERWOODCIR

VIA PLAYA DELREY

MONTSERATT CT

ELEANORA WAY

VIA OPORTA

WILLOW CT

GRA CE LN

BROKEN ARROW WAY

CEDARWOODDR

TROON CT

CORTE PERALTA

VIA AMBIENTE

SEA PINES CT

ADRIENN
E
ST

HALES LN CHERRYBRANCHAVE

MARC O POLO
ST

CLAY AVE
CAM
INO
HERM
O
SA

MILES ST

CROWNED PARTRIDGE L N

NOTTING HILL RD
SHADOW

CREEKDR

FRENCH VALLEY PKWY

CLOUD WAY

VIALASQUINTAS

R IDG E DALE DR

BRIGIN PL

BILOXI PL

VIA SONRISA

OLD OAK TER

MILK WOOD
LN

GENESE E DR

LAJUNE ST

SWEETSPIRE TERRACE PL

M OUNT BLA
N
C
AVE
W

ESTON HILLS DR
STO
NE RDG

CALLE VIEJO

CLYBOURNE CIR

TRAFALGAR WAY

FIRETHORN CT

EPSON CT

MADEIRA LN
LYNW
O
O
D AVE

RED SPRUCE AVE

MILKMAID
LN

WHISTLING SWA N
RD

CALLE RAMBLA ORIENTA

CALA DEL VALLE

CRYSTAL LAKE CT

PRINCETON WAY
GATEW
AY DR

ECHO RIDGE DR

WOODFALL DR
SPRING
OAK
PL

SUND ROP AVE
NAPLES
D
R
CAM
INO
CINIFE

CARINA PL

CHALONE DR
CYCLAM
EN LN
VIA
PAM
PLO
NA

JU LIAN NEDR

CORTE FORTUNA

CANYON HILLS WAY

ARBORETUM
W
AY

SYCAMOREST
KING

BIRD PL

CORALTREE CT

SYCAMORE RIDGE RD

ASHLAND WAY
K
ENTCT
LACRO
IX AVE
CO

PPERWOO D ST

CALLE G
ALACIA

SAGE GLEN ST

COZUMEL CT

BASSWOOD WAY
TRUM
AN PL

RED MAPLE ST

COASTAL SAGE ST

ZAFRA ST

MATTESON RD
W
ARNER
LN

CARLY CT

MCALBY CT

SOMMERVIEW RD

AGEAN CT

VIA LAS PALMAS

CHAMPLAIN AVE

CARDIFF RD

EUCA LYPTUS ST

VIAES C ARLATA
EYO
TA CT

O AK GLEN ST

BELLERAY AVE

FESTIVAL RD

KONA CT
BERLIE
ST

TRINITY RIVER WAY
ST. ANDREWS CT

SILKWOOD CT

CAPRA RD

ZINNIA LN

GRISHAM ST

ERICA AVE

TAMARISK ST

TULIP PL

MAHONIA WAY
CREIG
HTO
N AVE

MUIR F IELD
DR

CALLE DE LA SIESTA

CA LLE ENTRADERO

MAX GILLISS BLVD

BARB ERRY
PL

STONE MEADOW
DR

HELLEBORE ST

WINDY COVE ST

COLUMBIA UNION DR

RISING HILL DR

CASTINETTE WAY

HYACINTH DR
WALLER
ST

MORELLA CIR

CORTE CALANO
VA

LARCHMONTLN

TAYLORST

MOUNTAIN BREEZEDR

BRIGHTON ST

RAINTREE CT

ALLISONAVE

SUMMER HILL CT

VIA HELENA

PADDINGTON CT

SUMMER SWEET
PL

COUNTRY CLUB DR

SHERRY LN

DAFFODIL WAY

PIONEER ST

SEMILLON LN

STAR JASM
INE PL
PASEO
DEL SO
L

CALLEMAGDALENA

PIERCE CIR
LANDO
N LN

CASCADA ST
W
AX
M
YRTLE
PL

BENJAMIN CT

VIA LAS JUNITA
S

IVYSPRINGS WAY

POPLAR CT

FAIRVIEW
CT

SILVERSPRING
S PL

VIA HAVRE

SEREN ADE RDG

WICHITA WAY

FRANKLIN ST

HILLSBORO CIR

VIA T APADE RO

SADDLEBAG CT

GRAFTON AVE

WINTERGROVE WAY

LARES LN

SPRUC EW
O
OD
LN

AMBERLEAF CT
ASH CT

CAMELLIA LN

CORTE LUCIA

HUTCHISON CT

CALLE ALTA

CARMEL HILL CT

HALF DO ME
CT

SINGLE OAK WAY

DAVENPORT WAY

BAUVARDIA WAY

THIRA ST
W
ARM
SPRING
S PKW
Y

WALNUTCREEK CIR

TANA AVE

BRECKYN LN
EAG

LES NEST CT

VINE YARD KNOLL DR

PEDRAZA ST

COSTA MESA WAY

OAK CIR

FUSCHIA CT

NORTH END RD

VINCA CT

OXLEY CT

STELLARVIEW AVE

WENTWORTH ST

SANDALWOOD CIR

OAKTREELP

STACY CT

DOVE CREEK CT

SILVER BULLET WAY

VIA COM
PADRES

CALLE HERMOSA

BROGAN LN

COLECREEK CT

MEADOW WALK ST

CLANCY CT

VIA LAS SINTRAS

MARIN CIR

RUNNING RABBIT RD

AGAVE WAY

WEDGEWOOD WAY

BUFFY WAY

PAPAYA ST

REDWOOD CIR

KELVIN CT

ANGEL PL

VIA LA ESPALDA
W
AR ADM

IRAL LN
LEM

ONGRASS W
AY
KHEPER
A CT

CAMINO MANCHO

BASS PT

VIA ZARGOZA
JASM

INE AVE

LUPINE PL

WOODLAND CIR

EVENING S HADEPL

DOREEN DR

CAMINO ASPIRANTE

LUNA BRILLA LN

CORPORATE CENTER CT

TOBARO CT
PO
NDERO
SA CT

CLIFFROSE DR
ST M

ARTA DR

PECAN TREE LN

RIVIERA CT

BRECKIN CT

CORTE TESORO

METATE RD

HEIRLOOM CT

HILLCREST CT

CATHERINE CT

TWILIGHT CT

RUBY GRASS CT

FLORENCE WAY

PINEHURST DR

GOLD CUP LN

CRESTHAVEN ST
M
O

NTICELLO
W
AY
SPICEW

OOD AVE

ABIGAIL AVE

COUNTRYSIDE LN

IRONWOOD CT

ESTATE HILLS WAY

DOESKIN CT

FLORAL CREEK CIR

VALLEYWALK ST

WESTAR CT

WHITE OAK LN

AVERY PL

SAGE GRASS CT

LINDRICK CT

TRIANGLE ST

BELVEDERE CT

DELHAVEN ST

ROVENDALE CT

CEDAR CIR

PRIMULA CIR

COOLIDGE CIR
BRAEW
OOD CT

SUNSET WAY

TWIN OAKS CT

WINTERGREEN PL

VISTA ORIENTEFAIR WOOD CIR

IONA CIR

POMERADO CT

JERSEY PINE CT

SARIA CT

ABACO CT

CASSIA CT

DEER RUN CT

RAVELLO
CT

CHERRY HILL DR

AMBER GLEN CT

CALLE PERLA

RIVERVIEW LN

GREEN SIDE CT

CORTE PLUM
A

BELLWOOD CT

ADDISON LN

HILL TO
P LN

SAND TRAP CT

ADARA LN

ANTIBES D
R

WHITE WILLOW AVE

HOLLY GROVE CT

BORDEAUX PL

DAPPLE CT
BAYONN
E PL

ADAMS AVE

PATTON AVE

SWORDFERN PL

LARCHMONT LN

ADAMS AVE

BROWN ST

LINCOLN AVE

ADAMS AVE

HAWTHORN ST
FIG ST

VISTA MURRIETA RD
I-215

JACKSON AVE

CATT RD

HAYES AVE
CA

STLE LN

STEPP RD
A ST
FIG ST

POINSETTIAST
IVY ST

CAPRA RD
ELM ST

MONROE AVE

WHITEWOODRD
W
HITEW
OOD RD

CLINTON
K
EITH
RD

CLINTON KEITH RD

ST RAPHAEL DR

JUNIPER ST

MONROE AVE

DATE ST

CLAY AVE
I-15
M

ENIFEE RD

VINEYARD PKY

KALMIA ST

JACKSON
AVE

KALMIA ST

HAYES AVE
5TH AVE

JUNIPER ST
HUNTER
RD
ELM ST

DATE ST

WASHINGTON AVE

HAYES AVE

NUTMEG ST
3RD AVE
M

ENIFEE RD

JACKSON AVE

HAYES AVE

MONROE AVE
W
ALT RD

PATTON AVE
Legend
City Boundary
City Streets
Surronding County Streets
Slurry Type
Type 1
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G:\GISData\Departments\PublicWorks\ArcMapDocs_24\SlurryProject36x36.mxd May 7, 2024
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1.5 0 1.50.75 Miles
2023/24 CITYWIDE SLURRY SEAL PROJECT-CIP 13048
CITY PROJECT NO. 23-479
119

CITY OF MURRIETA
City Council Meeting Agenda
Report
9/2/2025
Agenda Item No. 7.

TO: HONORABLE MAYOR AND MEMBERS OF THE CITY COUNCIL
FROM: Bob Moehling, Public Works Director
PREPARED BY: Garrett Strang, Civil Engineering Assistant SUBJECT:

Engineering Design Consulting Services for the Whitewood Road Widening Project, CIP No. 8389

RECOMMENDATION
Approve a Purchase Order with Michael Baker International in the amount of $411,100, for engineering design consulting services for the Whitewood Road Widening Project, CIP No. 8389; and Approve a ten percent (10%) contingency of $41,110.

PRIOR ACTION/VOTE
On June 20, 2023, City Council authorized and executed an on-call agreement with Michael Baker International to provide civil design services for various Capital Improvement Projects (Vote: 4-0).

On June 3, 2025, City Council approved Resolution No. 25-4836, approving the Capital Improvement Plan Budget for Fiscal Year 2025/26, and the Fiscal Years 2025/26 to 2029/30 Capital Improvement Plan which included the Whitewood Road Widening Project, CIP No. 8389 (Vote: 5-0).

CITY COUNCIL GOAL
Plan, program and create infrastructure development.

BACKGROUND
The Whitewood Road Widening Project (Project), CIP No. 8389, is between Hunter Road and 300 feet south of Clinton Keith Road and is approximately 0.85 miles in length. The Project involves widening the east half of the roadway to its ultimate width. Currently, Whitewood Road has two (2) lanes in the southbound direction and one lane in the northbound direction, with an unpaved shoulder on the east side. The purpose of this Project is to alleviate congestion, improve traffic circulation, and create a safer path of travel for both bicyclists and pedestrians by constructing the roadway to its ultimate major classification, four-lane section. The project also includes widening asphalt and installation of curb and gutter, sidewalks, streetlights, storm drain improvements, water quality devices, signing and striping, and other ancillary improvements. This project will adjoin and complement similar frontage improvements recently completed by private development at the CITY OF MURRIETA Printed on 8/28/2025Page 1 of 2
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9/2/2025
Agenda Item No. 7.
adjoin and complement similar frontage improvements recently completed by private development at the southeast corner of Clinton Keith and Whitewood roads, which is why this project area will end 300 feet south of Clinton Keith Road.

Michael Baker International (MBI) provided the City with a proposal for environmental and engineering design services necessary to prepare the environmental documents and plans, specifications, and estimates (PS&E) to bid the project. MBI is one of the City’son-call consultants and will perform services within the terms of their existing on-call agreement. The scope of work outlined in MBI’s proposal includes the following:
⦁ Project management, coordination, and meetings;
1 Records research and field investigation;
2 Utility research and coordination;
3 Survey and topography;
4 Environmental and cultural:
⦁ Project Initiation and Project Description,
1 Technical and Focused Studies,
2 Aquatic Resource Delineation,
3 Joint Project Review (JPR),
4 Determination of Biological Equivalent or Superior Preservations (DBESP), 5 Environmental Checklist Application,
6 Public Hearings, and
7 Multiple Species Habitat Conservation Plan (MSHCP) Minor Amendment; ⦁ Hydrology and hydraulic reports;
1 Water Quality Management Plan (WQMP) with Green Streets compliance; 2 Storm Water Pollution Prevention Plan (SWPPP);
3 Geotechnical investigation;
4 Final improvement plans (in addition to milestone submissions at 30%, 60% and 90%); and 5 Project Specifications and Engineer's Estimate.

MBI recommends using a categorical exemption in accordance with California Environmental Quality Act (CEQA). An MSHCP minor amendment may also be needed in order to correct the MSHCP approved covered road alignment.

A Request for Proposal was sent to MBI in February 2025. After several discussions, a final scope and fee was submitted in the amount not to exceed $411,100. Staff has determined that this price is in line with other projects of similar scope and recommends that a purchase order for professional engineering design services with MBI be approved.

Design is expected to be completed by January 2027, with construction occurring in the summer 2027.

FISCAL IMPACT
Funding in the amount of $452,210, which includes a ten (10%) percent contingency is available in CIP No. 8389.

ATTACHMENTS

1. Proposal from Michael Baker International for Engineering Design Services

2. Vicinity Map
CITY OF MURRIETA Printed on 8/28/2025Page 2 of 2
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COVER LETTER
July 24, 2025
City of Murrieta Department of Engineering
1 Town Square
Murrieta, CA 92562
Attn: Garrett Strang, Civil Engineering Assistant/Project Manager Re: Proposal for Design of Whitewood Road Widening, Rev. 2 Michael Baker International (Michael Baker) is pleased to submit the enclosed proposal to the City of Murrieta (City) for the preparation of improvement plans for the widening of Whitewood Road, from Hunter Avenue to 500’ South of Clinton Kei th Road. Michael Baker understands the significance of this project to the City and the Community, and is dedicated to delive ring results on time and within budget. Our team recognizes that this effort is es sential in supporting the City’s transportation inf rastructure goals, enhancing safety, and ensuring long-term resilience.

The Michael Baker Team offers the Following
Relevant Project Experience
Our team has extensive experience with roadway wide ning development and similar safety improvements, allowing us to anticipate and address the unique challenges of this project.

Michael Baker has been involved in several roadway w idening and improvement projects throughout the Temecula Valley, as well as roadway improvements relevant to land development expansion, for nearly 40 years.

Established Relationships
We bring well-established relationships with the key agencies and stakeholders involved in this project, facilitating efficient communication and c ollaboration throughout the project’s life cycle.

Local Environmental Expertise
The environmental project team will be managed by Mi chael Baker Environmental Project Manager and City of Murrieta resident Alicia Gonzalez . Alicia and her team of environmental professionals have ample experience preparing 15183 Env ironmental Checklists, including Environmental Checklists for the City of Menifee’s G arbani and Evans TTM 38766 Project. We are also currently providing environmental services for the City’s Menifee Road Project, which is located only 0.5-mile east of the project, and recently completed a Categorical Exemption for the City’s Glen Arbor Dog Park Project. Based on ou r work history in the City and experience preparing Environmental Checklists throughout the s tate, Michael Baker has gained an unmatched understanding of key issues associated with the proposed project, and the context- sensitive solutions that will be required to succes sfully deliver the Environmental Checklist for the project. Alicia and her team of environmental professionals will leverage this experience to efficiently review this project and future implementing projects against the SEIR.

Responsiveness & Innovation
Michael Baker is committed to a proactive and innova tive approach, adeptly addressing potential project complexities with flexibility and creative solutions. Our team recognizes the imp ortance of engaging with stakeholders such as the Mu rrieta Valley Unified School District, ensuring that communication is frequent a nd effective. This collaborative effort ensures tha t key design decisions are made promptly and adhered to, minimizing impact on the students and the broader community.

Michael Baker is dedicated to providing the City wit h exceptional consulting. Our Firm’s readiness, ca pabilities, and efficiency make us the ideal partner for this endeavor. We are confident that, given our expertise and commitment, Michael Baker is the best-suited team to deliver a successful project for the City. Please contact Lonnie Druliner for any additional infor mation or questions.

Sincerely,

MICHAEL BAKER INTERNATIONAL

Christopher Alberts, PLS Lonnie Druliner, PE
Project Director / Vice President Project Manage r / Senior Associate We Make A
Difference
Michael Baker Firm Description
Michael Baker, founded in 1940, is
a full-service consulting firm
providing planning, structural and
traffic engineering, surveying,
construction management, and
related professional services. The
firm maintains a professional staff
of 585 employees located in 11
offices throughout California and
4,500 employees across the U.S.

Project Manager
Ms. Lonnie Druliner, PE
40810 County Center Drive
Suite 200
Temecula, CA 92591
(951) 506-2072
[email protected]
Subconsultant s
Geocon West – Geotechnical
BCR Consulting – Cultural
C-Below – Potholing
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CITY OF MURRIETA WHITEWOOD ROAD WIDENING PROJECT, CIP NO. 8389, CITY PROJECT NO. 10-339

TABLE OF CONTENTS

Cover Letter

Project Understanding and Approach ................................................................... ................................................... ............ 1

Scope of Work ........................................................................................ ................................................... ........................... 2 Man-Hour Estimate ................................ ................................................... ................................................... ......... 17 Project Schedule ................................. ................................................... ................................................... ............. 18

Firm Qualifications ............................... ................................................... ................................................... ........................ 19

Project Team ...................................... ................................................... ................................................... .......................... 24

Cost Proposal ..................................................................................................... ......................... Submitted via separate PDF

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1 PROJECT UNDERSTANDING AND APPROACH
Project Understanding
The Whitewood Road Widening Project involves the construction of street improvements on Whitewood Road from Hunter Road to the Vintage Farm development at the southeast corner of Clinton Keith Road and Whitewood Road. The goal is to widen the road to match City Standard 103, making i t a full-width major highway with curb, gutter/side walk, streetlights, storm drain improvements, and water quality devices. However, it may be modified major highway to match the proposed roadway widths with raised or striped medians based on the City's preferred aesthetic for its connecti on to the Vintage Farm Development. The improvements will aim to avoi d relocating or disturbing the existing drainage fe atures near the existing road, and the proposed drainage facilities will tie-into the existing storm drain along Whitewood Rd. Stormwater is planned to be treated by a Green Streets design within the right-of-way between the back of curb and sidewalk.

The project also requires consideration of an exist ing water resource adjacent to Whitewood Road and c ompliance with environmental regulations, including the MSHCP criteria. The Murrieta General Plan 2035 Supplemental EIR (General Plan SEIR) was certified by the City of Murrieta on July 7, 2020 (State Clearinghouse No. 2010111084). The SEIR is a focused update to the 2011 General Plan EIR, which is consi dered a Program EIR pursuant to CEQA Guidelines Sec tion 15168.

Specifically, the SEIR evaluates an update to the City’s 2011 General Plan, an update to the City’s 2011 Climate Action Plan (CAP Update), and Zone Code Amendment.

Based on Michael Baker’s review of the City’s Request for Proposals for Engineering Design and Environmental Services, as well as review of the General Plan Circulation Element and SEIR, the proposed Whitewood Road Widening Project (project) is considered an implementing project of the Murrieta General Plan 2035 Circulation Element. The approximately 0.8-mile project consists of street improvements on Whitewood Road between Hunter Road and 500’ South of Clinton Keith Road, widening the existing road to a full width Major classification roadway (76’ curb to curb and 100’ ROW) to include curb and gutter/sidewalk, streetlights, necessary storm drai n improvements, water quality devices, etc. This wi dening is consistent with Whitewood Road’s roadway classification identified on Murrieta General Plan Circulation Element Exhibit 5-6, General Plan 2035 Circulation Map.

CEQA mandates that projects which are consistent wi th the existing zoning, community plan, or general plan policies for which an EIR was certified shall not require additi onal environmental review, except as might be neces sary to examine whether there are project-specific significant effects which are peculiar to the project or its site. This streamlines the review of such projects and reduces the need to prepare repetitive environmental studies; refer to CEQA Guidelines Section 15183, Projects Consistent With a Community Plan or Zoning.

As the project is consistent with the roadway classification considered in Murrieta General Plan Circulation Element Exhibit 5-6, Michael Baker has determined that the project preliminarily qualifies for a CEQA streamlining opp ortunity called a “15183 Exemption.” The 15183 Exemption is documented using an Environmental Checklist intended to evaluate whether the project is within the scope of the SEIR pursuant to CEQA Guidelines Section 15168. This type of CEQA exemption does not require a CEQA public review period or tribal consultation under AB 52. A minor amendment will also be submitted to adjust the covered road alignment to correspond with it’s current location.

Project Approach
The project management strategy involves the project manager overseeing all elements of the project, conducting regular staff meetings to monitor progress, adhering to dea dlines within our purview, and providing frequent u pdates to the City to promptly address any issues.

On a monthly basis, Michael Baker will issue invoic es and progress reports to the City, detailing majo r items worked on during the billing period and the percentage comple te for each task. This report will include all nece ssary backup and will establish internal accounting methods and procedure s acceptable to the City for documenting and monito ring contract costs. If further detail is needed, the project manager will be available to discuss and negotiate each task.

The QA/QC Manager will review the submittal package to minimize comments from the City. As part of our commitment to Quality Service, Michael Baker has an established Q A/QC program that is implemented and appropriately scaled for each specific project and task order. It is structured t o mitigate issues with little to no escalation by b uilding in quality at every step of the process, promoting prevention rather th an detection. Senior staff will conduct a formal in dependent project review at milestone stages, analyzing all project d ocuments, schedule and cost control, errors and/or omissions, and compliance with City requirements. Michael Baker understands that project quality is our responsibility.

Our approach ensures a comprehensive and detailed Plans, Specifications, and Estimate (PS&E) package that will facilitate the successful construction of the Whitewood Road Widening Project. We are committed to delivering a high-quality project that meets the City of Murrieta's expectations and enhances the City's infrastructure. 125
CITY OF MURRIETA WHITEWOOD ROAD WIDENING PROJECT, CIP NO. 8389, CITY PROJECT NO. 10-339

2 SCOPE OF WORK
Task 1: Project Management , Coordination , and Meetings Task 1.1 Project Management , Coordination , and Meetings Michael Baker shall work with the City of Murrieta to schedule a project kickoff meeting (pre-design m eeting) as well as planned status meetings with the City. Additional meetings with City Departments, City of Murrieta’s sub-consultants as well as other key stakeholders will be scheduled and attended as necessary. Michael Baker shall provide meeting agendas with input from the City for each meeting and will prepare and distribute meeting minutes if requested . A total of twelve (12) meetings is assumed in this task. It is also assumed coordination with the residents and providing notifications letters for survey and conflicts are to be included in this task.

It is understood that the City explicitly understands that project management, meetings, and coordination will be billed on a time and materials basis. Should the budgetary ho urs be exceeded, Michael Baker will notify the City and request a contract amendment for additional hours.

Task 2: Records Research and Field Investigation
Task 2.1 Records Research and Field Investigation
Michael Baker will complete the necessary research to gather and review available information such as tract maps, right of way maps, and record/as-built drawings. Our team will conduct a field visit to photo document all locations.

Assumptions: The City shall provide existing improvement as-bui lts, drainage, and other reports pertaining to the project and immediate surrounding area for use.

Task 3: Utility Research and Coordin ation
Task 3.1 Utility Research and Coordination
Early coordination with the utility owners at each of the locations within the project limits is criti cal to expedited project delivery. Michael Baker will prepare Utility Request letters (on City letterhead), requesting utility owners to send their facility maps and as-built plans. We will coordinate with ea ch utility owner until all responses are received. Michael Baker will maintain a current utility contact matrix including copies of notices sent, copies of responses receiv ed, plans received and any relevant correspondence.

Once all plans have been received, Michael Baker will plot the utilities on the plans and probable conflicts will be noted and discussed with the City.

Assumptions: SCE Coordination for new street lighting pedestals/service meters is not included in the scope of work.

Task 3.2 Potholing (Optional)
Michael Baker has partnered with C Below, Inc (C Below) for potholing.

C Below will perform up to eight (8) potholes as indicated in the client provided potholing exhibit. A standard pothole is 12 in x 12 in, performed to the top of pipe or encasem ent with sand backfill and a permanent surface patc h. The potholing includes Dig Alert coordination & delineation, encr oachment permit, vacuum excavation to top of utilit y (encasement or stop depth), hot patching, slurry backfill, engineered traffic control plans, standard traffic control up to 55 mph, and removal of debris.

Assumption s and Exclusions: Permitting will be approved within two City reviews. Any additional reviews required will result in extra charges based on the additional time needed. Potholes outside of our standard will be billed based on actual depth or conditions. Potholing in streets will be required to have reduced working hours between 9:00am to 2:30pm due to school traffic. No fee will be encumbered for the encroac hment permit. If C Below is not hired to mark the locations of the potholes, they will be performed off of the utility provider’s marks under the client’s direction. Utility providers typically do not mark out sewer or storm drain lines. Dry holes are considered billable. Locating is a separated li ne item that will be represented on the estimate. Permanent cold patch, sand backfill, flagging for traffic control, sidew alk concrete panel 126
CITY OF MURRIETA WHITEWOOD ROAD WIDENING PROJECT, CIP NO. 8389, CITY PROJECT NO. 10-339

3 replacement, removal of Dig Alert marks, and survey of pothole locations pre or post pothole is not included.

Deliverables: A detailed potholing report at the conclusion of the investigation.

Task 4: Topographical Survey and Record Mapping
Task 4.1 Topographic Survey
Michael Baker’s in-house survey team will establish survey controls on all sites. Otherwise specified, the basis of survey will be CCS Zone 6, NAD 83, Epoch 2010.00 for horizontal , and NAVD 88 for vertical. County of Riverside ben chmarks will be used as reference for establishing vertical controls.

Consultant shall prepare a comprehensive topographi c survey to identify and plot existing conditions o f the subject area.

Topography may include obtaining locations, elevations, and descriptions of:
• Major surface features that define the shape of the terrain, such as tops and toes of slopes, grade br eaks, and natural ground.
• Spot elevations on hardscape features, concrete pads, and other hard surfaces. • Roads, parking areas, major trails
• Facilities – Outlines of buildings, sheds, barns, existing structures. • Walls, fences and other barriers.
• Power poles, lights, and major signs.
• Above ground utilities including valves, pull-boxes, meters, and vaults within project area.

Task 4.2 Record Data Map Preparation
In order to include and plot the record position of the project boundary in approximate orientation wi th a specific coordinate system, compiled topographic base data o r other overlay features, the Consultant shall perf orm the following tasks:
• Michael Baker shall perform research of the available public records via on-line services to obtain maps and other items that affect the boundary location of the property; • Michael Baker shall prepare a preliminary record da ta map to be used by the field survey crew to searc h for a sampling of boundary monuments;
• Michael Baker shall perform a field survey of said monuments in order to establish orientation of the record survey data in relation to the coordinate system used in the topographic mapping; • Michael Baker shall plot the record boundary lines on the aerial base map, with the understanding of the Client that said record boundary is NOT the result of a comprehensive boundary survey and analysis, and that it’s orientation may disagree substantially from the position determined by a full boundary survey and analysis; • The budget for this scope of work is based upon an assumption that adequate and accessible boundary monumentation exists in the immediate project vicinity to control this record data survey.

Any cost associated with the preparation and proces sing of a Record of Survey Map, if one becomes nece ssary as a legal requirement, shall be covered by the Client. Micha el Baker shall use information obtained for free fr om the Riverside County Surveyors website. If some areas are not de fined on the County website, preliminary title reports will be required to understand the current property lines. This tas k does not include any title reports or title work necessary to plot the record boundary.

Assumptions : Boundary survey is excluded. Pre-construction and P ost-construction Corner Records are excluded.

Whitewood location is not shown on any recorded map s. We will need title report(s) and the grant deed (s) to show the current location.

Deliverables: Topographic CAD File, Record Base Map
Task 5: Environmental & Cultural
Task 5.1 Project Initiation and Project Description
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CITY OF MURRIETA WHITEWOOD ROAD WIDENING PROJECT, CIP NO. 8389, CITY PROJECT NO. 10-339

4 Task 5.1.1 Project Initiation/Kick -Off Meeting
At 30% design, the work program will be initiated with a kick-off meeting with City and Michael Baker engineering team to discuss the project features in greater detail. This initial meeting is vital to the success of the CEQA Review process and will be a key milestone to confirm the parameters of the analysis, project construction program, buildout conditions, scheduling, and overall communications. Michael Baker will host the project Kick-Off Meeting over a video conferencing platform (i.e., Microsoft Teams). Prior to the kick-off, Michael Ba ker will distribute an agenda and detailed memorand um, which will identify information needs. Upon completion of the kick-off meeting, Michael Baker will prepare Meetin g Minutes that detail action items for Michael Baker and City staff.

Deliverables: Meeting Agenda and Meeting Minutes in PDF Format Task 5.1.2 Research and Investigation and Project Description Michael Baker will obtain and review available referenced data for the project, including planning and policy documentation from the City, as well as other local, State, and F ederal agencies that may be affected by the project . This information will become part of the environmental checklist’s founda tion and will be reviewed and incorporated into the analysis, as appropriate. Upon completion of Michael Baker’s res earch and investigation, a draft project descriptio n will be prepared for review and comment by City Staff. After receivi ng comments and making the appropriate changes, we will submit a revised version of the project description, which will be the basis for the project’s environmental checklist.

Deliverables: Draft and Final Project Description in Microsoft Word and PDF Format.

Task 5. 2 Technical Studies
Technical studies related to air quality, biological resources, cultural resources, energy, greenhouse gas emissions, and noise are proposed in order to examine whether there are project-specific significant effects which are peculiar to the project or its site and to comply with the SEIR Mitigation Mon itoring and Reporting Program and anticipated regul atory permitting considerations. Although we understand the project would increase capacity of Whitewood Road, Michael Baker does not propose a traffic impact analysis/vehicle miles travelled analysis since this project was already evaluated in the SEIR and the SEIR does not include mitigation measures requiring preparation of these studies.

Task 5.2.1 Air Quality, Energy, and Greenhouse Gas Analysis The project is located within the South Coast Air B asin, which is under the jurisdiction of the South Coast Air Quality Management District (SCAQMD). Based on data provided by the project applicant, air quality and greenhouse gas emissions generated during construction activities will be qu antified using the California Emissions Estimator M odel version 2022.1 (CalEEMod). Energy consumption during construction activities will also be quantified. A general descr iption of the major phases of construction and their timing will be req uired. The short-term construction analysis will be conducted in compliance with the SCAQMD CEQA Air Quality Handbook. The proposed roadway widening would not generate additional vehicle trips or operational source emissions or en ergy consumption. As such, operational analysis wou ld be qualitative.

Project consistency with the City’s CAP, SCAQMD’s 2 022 Air Quality Management Plan, the California Air Resources Board (CARB) 2022 Climate Change Scoping Plan, and Southe rn California Association of Governments 2020–2045 Regional Transportation Plan/Sustainable Communities Strategy (2020–2045 RTP/SCS) will also be evaluated.

Deliverables: Draft and Final Air Quality, Energy, and GHG sections of the Environmental Checklist, with modeling included as an appendix.

Task 5.2.2 Cultural Resources Analysis
In accordance with SEIR Mitigation Measure CR-1, Michael Baker has retained trusted subconsultant BCR Consulting for the project’s cultural resources analysis.

Research. BCR Consulting will complete a records search for cultural resources (archaeological and historical) for the project at the South Coastal Information Center (SCIC) at San Diego State University. The results will be summarized to characterize the status and extent of previous cultural resource studies completed in the project area (including a one-mile radius), and to help predict the types of resources expected within the project site boundaries. 128
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5 Field Survey . BCR Consulting field staff will perform a pedestrian cultural resources survey of 100 percent of the accessible project site at systematic 15-meter transect interv als. This fieldwork will be completed under the sup ervision of a cultural resource professional that meets the United States Secretary of the Interior’s Professional Qualificat ions Standards for Architectural History, and for Archaeology. The goal of this task will be to identify any cultural resources within the project site boundaries (including prehistoric and historic archaeological and historic architectural resource s), and to produce or update the necessary site records. For the purposes of this proposal, negative findings are anticipated. If cultural resources (including prehistoric or historic-period archaeolo gical sites, or historic-period buildings) are iden tified, a budget and schedule adjustment may be necessary.

Report . A cultural resources report will be produced consistent with CEQA requirements, in a format acceptable to the City.

The report will include a project description, cult ural setting, methods, results, and recommendations sections. Relevant maps and photographs will also be included. Departm ent of Park and Recreation (DPR) 523 forms will be completed and attached to the report to record any cultural resources identified.

Paleontological Overview . BCR Consulting will initiate a paleontological ov erview for the project with the Western Science Center Museum for the project. Professional paleont ologists will review relevant paleontological sensi tivity maps and reports completed in the vicinity of the project to assess sensitivity for buried paleontological reso urces (i.e. fossils). The resulting report will be appended to the cultural resources report.

Native American Heritage Commission Sacred Lands Fi le Search. During this task BCR Consulting will contact the N ative American Heritage Commission to request a Sacred La nds File (SLF) Search for the project. The results of the SLF will be appended to the report. This Scope of Work excludes Assembly Bill (AB) 52 Native American Consultation , which is not required for 15183 Environmental Checklists.

Deliverables: One draft and one final Cultural Resources Assessm ent submitted to the client for review electronical ly in Microsoft Word and PDF formats
Task 5.2.3 Noise Analysis
The applicable noise and land use compatibility criteria for the project area will be reviewed and noise standards regulating noise impacts will be discussed for land uses on an d adjacent to the project site. A site visit will b e conducted, and short- term noise level measurements will be taken along t he project area. The noise monitoring survey will b e conducted at up to three separate locations to establish baseline noise levels in the project area. Noise recording lengths are anticipated to require approximately 10 minutes at each location. This scope excludes long-term (24-hour) noise measu rements. Noise impacts from construction sources will be analyzed based on the anticipated equipment to be used, leng th of a specific construction task, equipment power type (gasoline o r diesel engine), horsepower, load factor, and perc entage of time in use. The construction noise impacts will be evaluated in terms of maximum levels (Lmax) and hourly equivalent continuous noise levels (Leq) and the frequency of occurrence at adjacent sensitive locations. An analysis of vib ration impacts will be based on the Federal Transit Administration’s vibra tion analysis guidance. Analysis requirements will be based on the sensitivity of the area, anticipated construction a ctivities, and Noise Ordinance specifications. The proposed roadway widening would not generate additional stationary s ources, and therefore operational stationary noise analysis would be qualitative. However, the proposed roadway widening would reallocate traffic along nearby roadway segm ents. As such, traffic noise levels will be calculated under witho ut and with the project conditions and compared to the land use noise compatibility standards for nearby sensitive receptor locations.

Deliverables: Draft and Final Noise section of the Environmental Checklist, with modeling included as an appendix.

Task 5.2. 4 Habitat Assessment and WRCMSHCP Consistency Analysis Michael Baker will conduct a literature and databas e review of the California Department of Fish and W ildlife’s (CDFW) California Natural Diversity Database (CNDDB), the California Native Plant Society’s (CNPS) Electronic Inventory of Rare and Endangered Vascular Plants of California listings, and the U.S. Fish and Wildlife Service (USFWS) Info rmation for Planning and Consultation (IPaC) online system and Critical Habitat mapper to preliminarily identify any specia l-status biological resources known to occur in the USGS 7.5-minute quadrangle that corresponds with the project site location, as well as the surrounding quadrangles (i.e., 9-quad search). In a ddition, Michael Baker will also review the Western Riverside County 129
CITY OF MURRIETA WHITEWOOD ROAD WIDENING PROJECT, CIP NO. 8389, CITY PROJECT NO. 10-339

6 Multiple Species Habitat Conservation Plan (MSHCP), U.S. Department of Agriculture Natural Resource Conservation Service Web Soil Survey, and historic and current aerial ph otographs to assess existing site conditions and ha bitat suitability for special-status biological resources.

Following the literature review, a single visit hab itat assessment will be conducted by qualified biol ogists to document baseline biological conditions within the project site and 500-foot study area buffer (the biological study area). The habitat assessment will evaluate the site’s potential to support special-status plant and wildlife species, including habitats covered under the MSHCP (e.g., vernal pools, riparian/river ine habitat). Vegetation communities occurring with in the biological study area will be classified in accordance with th e vegetation descriptions provided in the MSHCP and cross-referenced with A Manual of California Vegetation (Sawyer et al. 2009). During the field survey, a general inventory of plant and wildlife species detected by sight, calls, tracks, scat, or other signs will be compiled. Detailed field notes will be compiled including site conditions, visible disturbance factors, speci es, habitats, and more general biological resource issues observed or detected. Representative photographs will be taken to document the site conditions at the time of the survey. If any special- status biological resources are found within the bi ological study area, their location(s) will be reco rded, and the resource will be discussed in the technical report.

Michael Baker will analyze the project site within the context of CEQA, MSHCP, and any current City or County guidance. As stated in the RFP, the project site overlaps with three MSHCP Criteria Cells (5669, 5772, and 5775). The project site also lies within MSHCP-defined survey areas for burrowing owl , Narrow Endemic Plant Species (NEPS), and Criteria Area Plant Species (CAPS). It is assumed there is suitable habitat for NEPS/CAPS and therefore focused plants surveys will be required.

During the habitat assessment site visit, qualified biologists will assess the site’s suitability to s upport burrowing owl (according to Step I: Habitat Assessment of the MSH CP Burrowing Owl Survey Instructions; RCA 2006) and the recently protected Crotch’s bumble bee. Focused survey tasks for these resources are included below. The project site must also be evaluated as it relates to the policy in MSHCP Sect ion 6.1.2 (Riparian/Riverine and Vernal Pool Resour ces). Based on the observations made during the habitat assessment, if there are additional resources that could potentia lly occur and it is determined that additional studies are needed, an additional scope and fee for those services will be provided.

A technical report will be prepared that summarizes the information and results obtained during the literature review and field survey; documents the plant, wildlife, and vegetation communities present in the biological study area; and determines the potential for special-status biological resources to occur in the biological study area. In addition, the report will provide an analysis of anticipated project-related impacts and include a consistency analysis to document comp liance with the MSHCP and identify potential impacts to MSHCP-covered species and habitats (e.g., vernal pools, riparian/riverine habitat).

The final report will be sufficient to make the appropriate consistency determination to demonstrate compliance with the MSHCP. Site photographs taken during the field survey and geographic information systems (GIS) figures will be included in the report to further enhance written text and visually identify specific biological information as it relates to the project site.

Assumptions and Exclusions: This task assumes one field survey will be conducted by two biologists and that the client will provide full access to the project site and surroun ding vicinity (to the extent practicable). The clie nt will also provide keys to locked gates and advance notice to existing prop erty tenants of Michael Baker’s right of entry. Thi s task includes one impact analysis of the proposed project’s developme nt footprint (at least 30% engineering design). We assume that all proposed project activities, including staging will occur on the subject property. Offsite staging or clearing of another property would also require a biological evaluation , and any additional effort outside of the project site is not included in this scope. This task also assumes one round of review/revisions to the draft report before accepted as final.

Deliverables: One draft and one final Habitat Assessment and MSHCP Consistency Analysis Report submitted to the client for review electronically in Microsoft Word and PDF formats.

Task 5.2. 5 Focused Special -Status Plant Surveys and Report Michael Baker botanists will conduct focused botanical surveys to document the presence and location(s) of special-status plants on the project site and surrounding 100-foot buffer (survey area). Due to the project site’s location within the MSHCP- defined survey areas for Narrow Endemic Plant Species and Criteria Area Plant Species, surveys will focus on the following species presented in Table 1, Summary of Special-Status Plant Surveys. 130
CITY OF MURRIETA WHITEWOOD ROAD WIDENING PROJECT, CIP NO. 8389, CITY PROJECT NO. 10-339

7 Table 1. Summary of Special -Status Plant Surveys
MSHCP Survey Area Focal Species Species Blooming Period Narrow Endemic Plant Surveys
Survey Area
Munz's onion
San Diego ambrosia
many-stemmed dudleya
spreading Navarretia
California Orcutt grass
Wright's trichocoronis
March – May
April – October
April – July
April – June
April – August
May – September
Criteria Area Plant Species
Survey Area
Parish's brittlescale
Davidson's saltscale
thread-leaved brodiaea
round-leaved filaree
smooth tarplant
Coulter's goldfields
little mousetail
mud nama
June – October
April – October
March – June
April – September
March – May
February – June
March – June
January – July
Focused botanical surveys will also include special -status plant species not covered by the MSHCP but that have the potential to occur based on the results of the literature review conducted under Task 5.2.4.

The surveys will be conducted consistent with guidelines provided by CNPS, USFWS, and CDFW. The surveys will be floristic in nature, meaning that species encountered will be identified to the taxonomic level necessary to det ermine rarity and listing status.

Prior to conducting the survey, Michael Baker botan ists will also conduct a review of known reference sites to determine whether the target species are identifiable at the time of the survey and to obtain a visual image of the target species, associated habitat, and associated natural communit y. Each survey area will then be assessed systemati cally on foot by walking transects that will vary between approximat ely 10 and 50 feet apart depending on plant density and visibility to allow for 100 percent coverage necessary to inventory plant species.

Once the final survey is complete, Michael Baker will prepare a letter report using information gathered from the results of the focused plant survey. The letter report will include documentation and mapping of special-status plant species observed (if any). If special-status plants are discovered, Michael Baker will complete and submit to the CNDDB California Native Species Field Survey Form(s), accompanied by a copy of the relevant portion of a 7.5-minute topographic map showing the occurrence mapped. Although an impact analysis in compliance with CEQA and the MSHCP will not be conducted, the report will provide recommendations for avoidance and minimization to reduce potential impacts to special-status plant species, if detected. The results of the report would be summarized in the Biological Resources Assessment described in Task 5.2.4.

Assumptions and Exclusions: This task assumes a team of two biologists will co nduct two field surveys and includes additional hours to visit reference sites to ensure species will be visible if present. This task assu mes that the client will provide full access to the project site and surroun ding vicinity (to the extent practicable). The clie nt will also provide keys to locked gates and advance notice to existing prop erty tenants of Michael Baker’s right of entry. Thi s task also assumes one round of review/revisions to the draft report before accepted as final.

Deliverables: One draft and one final Focused Special-Status Plant Su rvey Report submitted to the client for review electronically in Microsoft Word and PDF formats
Task 5.2.6 Aquatic Resources Delineation Report
As stated in the RFP and confirmed by Michael Baker using a USGS topographic map, there is an existing aquatic feature adjacent to Whitewood Road. Therefore, it is recomm ended that an aquatic resources delineation be cond ucted for the 131
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8 proposed project site to determine if this and any other features fall under the jurisdiction of the U .S. Army Corps of Engineers (USACE), Regional Water Quality Control B oard (RWQCB), and CDFW. Michael Baker will perform an aquatic resources jurisdictional delineation to document “waters of the United States” and “waters of the State,” including potential jurisdictional wetlands, located on the project sit e and a 100-foot buffer. Prior to the survey, Micha el Baker will review relevant information to support the field delineation. In addition to the sources reviewed as part of Task 5.2.4, the following information and data will be compiled: flood zone maps, USFWS’s National Wetlands Inventory Mapper, hydrology/climate information, watershed data, and hydrologic data so urces to identify potential indicators of flow dura tion and select sites for data collection. The field delineation will result in a determination of the following jurisdictional resources:
• U.S. Army Corps of Engineers (USACE) – “waters of t he United States” as determined by an ordinary high -water mark, as well as the existence of wetlands as deter mined by the presence wetland hydrology, hydrophyti c vegetation, and hydric soils, pursuant to the Regio nal Supplement to the Corps of Engineers Wetland De lineation Manual: Arid West Region (Version 2.0) (USACE 2008). The Arid West Stream Duration Assessment Method (SDAM) will be used to document flow regime.
• Regional Water Quality Control Board’s (RWQCB) – “w aters of the State” as determined by the State Wetl and Definition and Procedures for Discharges of Dredged or Fill Material to Waters of the State (State Water Resources Control Board 2019) and Section 13263 of the California Porter-Cologne Water Quality Control Act, as applicable. • CDFW – “waters of the State” as determined by the p resence of a lake or streambed pursuant to Section 1600 et seq. of the California Fish and Game Code.

Once the field delineation is complete, Michael Bak er will prepare a technical letter report summarizi ng the information and results obtained during the literature review a nd field survey. The report will include a descript ion of the aquatic resources investigated and site photographs to illustrate the site conditions. A technical memorandum will be prepared for the results of the SDAM that identifies the stream flow duration of the given study areas. The memoran dum shall include backup data from the literatures review as well as site reconnaissance.

Pursuant to resource agency requirements, the repor t will include figures or exhibits to enhance the w ritten text and identify the location of jurisdictional aquatic resources. This task includes GIS staff time to analyze and create the figures or exhibits, which will be prepared on an aerial photo graph base at a scale of 1:2,400 (1 inch = 200 feet ). The figures will illustrate the extent (acreage and linear feet) of each drainage and/or wetland feature regulated by t he USACE, RWQCB, and/or the CDFW. The report will provide a summary of anticipated project-related impacts and provide suggestions for the inclusion of project design features to avoid o r minimize impacts to jurisdictional areas. In addi tion, the report will identify regulatory approvals that may be required prior to implementation of the proposed project.

Assumptions and Exclusions: This task assumes one field survey will be conducted and that the client will provide full access to the project site and right-of-way, as well as ke ys to locked gates, however, Michael Baker does not anticipate requiring access to residential properties surrounding vicinity (to the extent practicable). The client will als o provide advance notice to existing property tenants of Michael Baker’s rig ht of entry. This task includes one impact analysis of the proposed project’s development footprint (at least 30% engineering design). This task also assumes one round of review/revisions to the draft report before accepted as final. This task excludes the preparation and processing of regulatory permit applications with the U.S. Army Corps of Engineers, Regional Water Quality Control Board and California Department of Fish and Wildlife.

Deliverables: One draft and one final Aquatic Resources Delineation R eport will be submitted electronically in Microsoft Word and PDF formats
Task 5.2.7 MSCHP Joint Project Review
The application package for a Joint Project Review (JPR) will be prepared for submittal to the RCA and Wildlife Agencies.

The application will be prepared using the data from the Habitat Assessment and MSHCP Consistency Analysis (Task 5.2.4) and aquatic resources delineation (Task 5.2.6), and, if necessary, recommended focused surveys (Tasks 5.2.8 and 5.2.9) and preparation of the DBESP (Task 5.2.10).

Assumptions and Exclusions: Michael Baker will submit the JPR package to the C ity for review and approval. As the permittee, the City will be responsible for submitting the JPR package to the RCA. Submittal of the JPR package will trigger 132
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9 the start of a 14-calendar day review by the RCA. Once the RCA concurs with the JPR, they will forward the package to the Wildlife Agencies which will trigger the start of t heir 10-day review period. This task also assumes o ne round of review/revisions to the draft JPR package before submittal to the RCA/Wildlife Agencies.

Deliverables: One draft and one final JPR application will be submitted to the City OPTIONAL TASKS FOR TASK 5.2: The following tasks ha ve been included in the event the habitat assessmen t in Task 5.2.4 determines there is a potential for burrowing owl o r Crotch’s bumble bee, or it is determined that imp acts to MSHCP resources (MSHCP survey area species or riparian/ri verine resources) and/or aquatic resources would oc cur. Once Michael Baker conducts the comprehensive literature review and site visit as part of Task 5.2.4, we will provi de a recommendation on whether these optional surveys and reports are needed. If additional focused studies may also be required, these will be identified and proposed for consideration. Additionally, if the aquatic resources delineation as part of Task 5.2.6, determines that regulatory permits are necessary, regulatory permitting and coordination (Tasks 5.2.8 through 5.2.11) will be required.

Task 5.2 .8 Focused Burrowing Owl Survey and Report
If suitable habitat for the burrowing owl is determined present on the project site during the habitat assessment discussed in Task 5.2.4, then Michael Baker’s qualified biolo gists will conduct Step II: Locating Burrows and Bu rrowing Owls of the MSHCP Burrowing Owl Survey Instructions (RCA 2006). The two-part method is as follows:
• Step II – Part A (Focused Burrow Survey): A systema tic survey for potentially suitable burrows, burrow complexes, or man-made features (e.g., debris piles) that could be used by burrowing owl as nest structures will be conducted on foot. All potentially suitable burrow features will be mapped, including GPS coordinates. Burrows encountered will be examined for shape, scat, pellets, white-wa sh, feathers, tracks, and prey remains. The locatio n of suitable habitat, potential burrows, sign, and burrowing owls observed will be recorded and mapped with a hand-held GPS unit. Methods to detect presence of burrowing owls include direct observation, aural detection, and si gns of presence. Where feasible, the focused burrow survey will be combined with a site visit in Step II – Pa rt B (below).

This has been incorporated into the project’s cost.
• Step II – Part B (Focused Burrowing Owl Surveys): F our visits will be conducted on four separate days during the breeding season (March 1 through August 31). Survey s will be conducted from one hour before sunrise to two hours after sunrise or two hours before sunset to one hour after sunset.

All surveys will be conducted during weather condit ions conducive to observing burrowing owls outside of their burrows (i.e., not during rain, high winds [> 20 mph], dense fog, or temperatures exceeding 90°F). Walking transects will be spaced approximately 33 feet apart or less to ensure 100% visual coverage of all areas. The survey area will include the project site and a 500-foot buffer, as legally accessible to Michael Baker. Binoculars will be used in areas that are inaccessible on foot, with more complete, thorough coverage within the proposed project site.

Areas providing potential habitat for burrowing owls will be surveyed for suitable burrows, consisting of natural and man- made substrates in areas with low, open vegetation within the project site. All burrow features encoun tered will be examined for shape, scat, pellets, white-wash, feathers, tracks, and prey remains. The location of all suitable burrowing owl habitat, potential owl burrows, burrowing owl sign, and any owls observed will be recorded and mapped with a hand-held GPS unit. Methods to detect presence of burrowing owls include direct observation, aural detection, and signs of presence.

Following the completion of the final survey, a let ter report will be prepared that includes a summary of the methods, conditions, and results of the surveys. Site photog raphs taken during the field survey and figures wil l be included in the report to further enhance written text and visually identify specific biological information as it rel ates to the project site.

This task includes time for GIS analysis to support the preparation of up to three figures.

Assumptions and Exclusions: This task assumes that potentially suitable habitat for burrowing owls occurs on-site, requiring completion of four field surveys in accordance with protocols provided in the MSHCP Burrowing Owl Surv ey Instructions.

This task assumes that the client will provide full access to the project site, as well as keys to loc ked gates and advance notice to existing property tenants of our right of entry. This task also assumes one round of review/ revisions of the draft burrowing owl survey report by the client before accepted as final. 133
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10 Deliverables: One draft and one final Focused Burrowing Owl Surv ey Report submitted to the client electronically in Microsoft Word and PDF formats
Task 5.2.9 Focused Crotch’s Bumble Bee Survey and Report Crotch’s bumble bee is currently a candidate for listing as endangered under the California Endangered Species Act (CESA).

Under California law, any species that are consider ed candidates for CESA listing are given full prote ction under CESA and must be treated from an impacts/significance standpoint as if they are already listed. Should suitable Crotch’s bumble bee habitat be observed during the habitat assessment i dentified in Task 5.2.4, Michael Baker would conduc t focused surveys for Crotch’s bumble bee in accordance with the guid elines provided in CDFW’s Survey Considerations for California Endangered Species Act (CESA) Candidate Bumble Bee Species (2023).

Accordingly, 3 on-site surveys will be conducted, 2 -4 weeks apart between April and August, the Colony Active Period.

Surveys would occur between 9:00 am and 1:00 pm, on warm (65-90 degrees F), sunny days with low wind ( less than 8 mph). The guidelines incorporate the California Bumble Bee Atlas non-lethal protocol.

While surveys can indicate presence, negative resul ts do not definitively confirm absence. Consequentl y, the California Department of Fish and Wildlife (CDFW) permits project proponents to assume presence based on habitat indicators, either instead of or in conjunction with surveys, and proceed with submitting an Incidental Take Permit application to CDFW.

This task includes time for GIS analysis to support the preparation of up to three figures.

Assumptions and Exclusions: This task assumes that potentially suitable habitat for Crotch’s bumble bee occurs on-site. This task assumes three surveys will be conducted by a t eam of two biologists to ensure surveys follow esta blished guidelines.

This task assumes that the client will provide full access to the project site, as well as keys to loc ked gates and advance notice to existing property tenants of our right of entry. This task also assumes one round of review/ revisions of the draft Crotch’s bumble bee survey report by the client before accepted as final.

Deliverables: One draft and one final Focused Crotch’s Bumble Bee Survey Report submitted to the client electronically in Microsoft Word and PDF formats
Task 5.2.10 DBESP Report
If MSHCP Covered Resources (e.g., riparian/riverine habitat, narrow endemic plant species, burrowing owls, etc.) occur on the project site and will be potentially impacted b y the proposed project, a Determination of Biologic ally Equivalent or Superior Preservation (DBESP) Report will be prepar ed and submitted to the Riverside County Regional C onservation Authority (RCA) and Wildlife Agencies (CDFW and USF WS) for review and approval. The DBESP Report will be prepared in accordance with the RCA’s most recent DBESP template and will include the following:
• Definition of the project area
• A written project description, demonstrating why an avoidance alternative is not feasible • A written description of biological information available for the project site including the results of resource mapping • Quantification of unavoidable impacts to riparian/riverine areas, vernal pools, burrowing owl, or other MSHCP-covered resources associated with the project, including direct and indirect effects • A written description of project design features an d mitigation measures that reduce indirect effects, such as edge treatments, landscaping, elevation difference, mini mization, and/or compensation through restoration o r enhancement:
o Compensatory mitigation measures developed during the pre-application meetings with the RCA, USACE, RWQCB, CDFW, and USFWS will be used to offset impacts as appropriate. • A finding demonstrating that although the proposed project would not avoid impacts, with proposed desi gn and compensation measures, the proposed project would be biologically equivalent or superior to that which would occur under an avoidance alternative without these measures, based on one or more of the following factors:
o Effects on Conserved Habitats
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11 o Effects on the riparian/riverine species listed in MSHCP Section 6.1.2 o Effects on riparian Linkages and function of the MSHCP Conservation Area This task includes GIS staff time to analyze and create the figures or exhibits, which will be prepared on an aerial photograph base at a scale of 1:2,400 (1 inch = 200 feet) and time for coordination with the Wildlife Agencies.

Assumptions and Exclusions: Submittal of the report to the RCA will trigger the start of a 10-day (business) review. The City, as the permittee, will submit the DBESP (as part of the JPR package, see Task 5.2.7) to the RCA. Once the RCA concurs with those findings, they will forward the report to the Wildlife Agencies, which will trigger the start of a 60-day review period.

Six hours have been included in this scope for RCA and Wildlife Agency coordination that may be necessary. This task also assumes one round of review/revisions to the draft report before submittal to the Wildlife Agencies and a second round of review/revisions to the draft report before submitt ing the final DBESP to the RCA/Wildlife Agencies fo r their review and concurrence.

Deliverables: One draft and one final DBESP Report submitted to the client electronically in Microsoft Word and PDF formats prior to submitting to RCA. Up to two revi sed Determination of Biologically Equivalent or Sup erior Preservation Report in electronic format based on comments from RCA and Wildlife Agencies Task 5.2.11 USACE Approved Jurisdictional Determination (Optional) This task includes the preparation of an Approved Jurisdictional Determination (USACE concurrence) following completion of the Aquatic Resources Delineation Report. The determination is the USACE’s formal approval, which locks in jurisdictional and/or non-jurisdictional findings for up to five y ears. Documentation of “no federal jurisdiction” is required by the California agencies. This formal approval is required for State regulatory agencies to proceed without federal involvement.

Assumptions and Exclusions: This task assumes one round of reviews/revisions t o the draft Approved Jurisdictional Determination before accepted as final. This task a ssumes Michael Baker will submit the Approved Juris dictional Determination request to the USACE via email and pr ovide as-needed assistance to support the USACE wit h their determination.

Deliverables: One draft and one final Approved Jurisdictional De termination will be submitted electronically in Mic rosoft Word and PDF formats
Task 5.2.12 RWQCB Waste Discharge Requirements (Optional) Impacts to non-federal waters of the State are permitted through Waste Discharge Requirements (WDRs) under the Porter- Cologne Water Quality Control Act. A written reques t for a WDR will be submitted to the RWQCB. The WDR request generally includes the following items:
• A complete application form
• A detailed project description
• A description of project impacts
• A description of best management practices provided by the applicant to avoid erosion and sedimentatio n or discharge of materials into stormwater, both during construction and long-term project operation • A discussion of the approvals being obtained from other federal, state, and local agencies • The project CEQA document
• An alternatives analysis
• Application fee assessed using the RWQCB schedule ( to be assessed by Michael Baker and provided by the applicant/Client).

The RWQCB requires that a request for a pre-application meeting be submitted 30 days prior to submitting the application.

Michael Baker will submit the request by email and facilitate the pre-application meeting, which is typically held online via Microsoft Teams. Pursuant to the State Permit Streamlining Act, the RWQCB has 30 days following receipt of the application to deem it complete or request additional informati on. Following a determination that the application is complete, the RWQCB has an additional 60 days to issue the permit.
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12 Assumptions and Exclusions: This task includes one impact analysis of the prop osed project’s development footprint (at least 60% engineering design) and one round of review/revisions on the draft application package before accepted as final.

A reasonable range of alternatives will be provided for Michael Baker in order to prepare the alternat ives analysis. The application package will be finalized based upon one round of comments. Application fee to be paid by Client.

Deliverables: One draft and one final Waste Discharge Requirement application package. Submittal to the RWQCB will be made by Michael Baker through email or ftp site. The signed application form must be sent directly to the RWQCB office by the client or Michael Baker.

Task 5.2.1 3 CDFW Streambed Alteration Agreement (Optional) Michael Baker will prepare the Streambed Alteration Agreement application for submittal to CDFW to request authorization to CDFW jurisdictional associated with construction of the project. The SAA request generally includes the following items:
• A complete application form
• A detailed project description
• A description of project impacts
• A discussion of the approvals and certifications being obtained from other federal, state, and local agencies • The project CEQA document
• The SAA application fee using the 2024 fee schedule (to be assessed by Michael Baker and provided by t he Applicant/Client).

CDFW is a state agency; therefore, under the state Permit Streamlining Act, when the term of the requested agreement is five years or less, CDFW has 30 days following receipt of the 1602 application to deem an application complete or request additional information. Following a determination that the application is complete, CDFW has an additional 60 days to issue the draft 1602 SAA for review/signature by the Applicant.

Assumptions and Exclusions: This task includes one impact analysis of the prop osed project’s development footprint (at least 60% engineering design) and one round of revi ew/revisions to the draft report before accepted as final. Application fee to be paid by Client.

Deliverables: One draft and one final 1602 Streambed Alteration Agree ment application package. The application and supporting materials will be uploaded by Michael Baker using the CDFW EPIMS online system.

Task 5.2.14 Regulatory Permit Processing and Resource Agency Coordination Once the application packages are submitted, the st atus of submittals will be coordinated with the USA CE, RWQCB, and CDFW throughout processing to ensure that any poten tial issues are communicated and resolved at the ea rliest possible opportunity. This critical coordination may include telephone, email, or written correspondence, or me etings with the agencies. This task includes agency coordination ti me, including one site visit with regulatory agency staff that receive a submittal and the applicant, if requested.

Deliverables: Digital copies of agency correspondence, including emails, phone log, and meeting minutes associated with regulatory permitting consultations.

Task 5.3: Environmental Checklist Application
Task 5.3 .1 Draft Environmental Checklist
Michael Baker will prepare a Draft Environmental Checklist for review by City staff. Written responses to each question on the Environmental Checklist will be prepared that d escribe and qualitatively and/or quantitatively eva luate the project’s impact related to each topic and whether that impac t is considered within the scope of the SEIR. In ac cordance with Appendix G of the CEQA Guidelines, the following en vironmental topics will be addressed in the Draft E nvironmental Checklist:
• Aesthetics • Land Use/Planning
• Agriculture and Forestry Resources • Mineral Resources • Air Quality • Noise
• Biological Resources • Population/Housing
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13 • Cultural Resources • Public Services
• Energy • Recreation
• Geology/Soils • Transportation
• Greenhouse Gas Emissions • Tribal Cultural Resources • Hazards and Hazardous Materials • Utilities/Service Systems • Hydrology/Water Quality • Wildfire
Each environmental topic will evaluate the following:
• Was the impact analyzed in the SEIR?
• Would the implementing project result in new significant impacts or substantially more severe impacts than identified in the SEIR?
• Are there new circumstances involving new significant impacts or substantially more severe impacts? • Is there any significant new information requiring new analysis or verification? • Do mitigation measures from the SEIR resolve significant impacts? A brief summary of the SEIR impact analysis and mitigation measures that apply to the environmental topic will be included.

If data gaps are identified, the environmental topic discussion will include a list of data that needs to be supplemented for an adequate environmental analysis. This scope of w ork accounts for the technical studies identified i n Section 5.2, which will form the basis of the project’s environmental analysis.

Michael Baker will submit the Draft Environmental Checklist to the City for review and comment. In the event that the Draft Environmental Checklist results in a finding that the project will result in a greater impact than identified in the SEIR, Michael Baker will work with the City to develop the appropriate CEQA approach.

Deliverables: Electronic copy of the Draft Environmental Checklist prepared in Microsoft Word and PDF format and Exhibits (jpeg or PDF file format, as requested by the City)
Task 5.3 .2 Final Environmental Checklist
After receiving the City’s comments on the Draft En vironmental Checklist and making the appropriate ch anges, Michael Baker will prepare a proof-check version of the Env ironmental Checklist for the City’s consideration. We assume that the proof-check version will adequately address any sub stantive comments which the City had and that the C ity’s comments on the proof-check version will be limited to edits and clarifications of final points. Michael Baker will address such final edits/clarifications and prepare a final version of the Environmental Checklist for the project files.

Deliverables: Electronic copy of the Final Environmental Checklist prepared in Microsoft Word and PDF format and Exhibits (jpeg or PDF file format, as requested by the City)
Task 5.4 Public Hearing and Meetings
Task 5.4.1 Public Hearings
Michael Baker’s project manager and team will be av ailable for in-person project hearing support on an as-needed time and materials basis. For the purpose of this scope, the project manager or a team member will be able to attend up to one public hearing for the project to answer questions regarding the environmental checklist.

Task 5.4.2 Coordination Meetings
Ms. Gonzalez will develop a regular meeting schedul e with City staff and the engineering team to coord inate on project status and action items throughout the project. It is assumed that these check-in meetings will be conducted via conference call or Microsoft Teams or Zoom, which allows us to share our computer screen with participants to collaboratively review documents. It is expected that these meetings will occur monthly, with more frequent calls necessary during project ramp- up and critical review and comment cycles. Michael Baker assumes coordination meetings would be conduc ted on a time and materials basis. As a preliminary estimate, an initial estimate of 12 hours of meeting time has been included. This task excludes the Project Kickoff Meeting described above.

Deliverables: Meeting Agenda in PDF Format and Meeting Minutes in PDF Format 137
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14 Task 5.5: MSHCP Minor Amendment
Task 5.5.1: MSHCP Minor Amendment
A notification letter for an MSHCP Minor Amendment for the remapping of Whitewood Road between Hunter Road and Clinton Keith Road will be prepared for the City. The notification letter will include a description of the Minor Amendment, the reason for the amendment, and an analysis of th e environmental effects including any impacts to th e conservation of Covered Species. The analysis will describe why the environmental effects: 1) are not significantly di fferent from, and are biologically equivalent to, the terms in the MSHCP as originally adopted, 2) substantially conform to the terms in the MSHCP as originally adopted; and 3) will not significantly reduce the ability to acquire any Additional Reserve Lands. Up to 6 hours have been included for Minor Amendment coordination with USFWS, CDFW, and the RCA prior to submittal Assumptions and Exclusions: This task includes the preparation and submittal of the MSHCP Minor Amendment Notification letter to the USFWS and CDFW and coordination with the RCA, USFWS, and CDFW to facilitate the Minor Am endment process.

Deliverable: One draft and one final MSHCP Minor Amendment letter and associated shapefiles submitted electronically in Microsoft Word and PDF formats.

Task 6: Hydrology and Hydraulic s Report
Task 6.1 Hydrology and Hydraulics Report
Michael Baker shall prepare a Hydrology and Hydraulics Report for the project in accordance with the requirements of the City of Murrieta and the Riverside County Flood Control and Water Conservation District (RCFC&WCD) for submittal to the City. The necessary calculations will be performed per the RCFC&WCD Hydrology Manual to show the flood protection criteria is met for the 10- and 100-year storm even ts. This report will determine the on-site stormwat er runoff and the drainage facilities necessary to accommodate the projected stormwater flows.

Assumptions : Storm drain as-builts within Whitewood Road are ava ilable and include hydraulic grade line, flow rate, and velocity data. Offsite calculations are not anticip ated. The proposed storm drain can tie-into the exi sting facilities without hydraulic issues. The existing rock-lined drainage channel adjacent to Whitewood Road does not need to be relocated.

Deliverables: Preliminary Hydrology Report, Final Hydrology and Hydraulics Report Task 7: Water Quality Green Streets Planning Document
Task 7.1 Water Quality Green Streets Planning Document
The Regional MS4 Permit allows an exemption from classification as a Priority Development Project (PDP) for projects that consist of retrofitting or redevelopment of existin g paved alleys, streets, or roads when designed and constructed in accordance with USEPA Green Streets Guidance to the Maximum Extent Possible (MEP). A Water Quality Management Plan (WQMP) will not be prepared, and instead an analogo us planning document will be prepared per the Green Streets Exemption Guidance. Applicable green streets projects are not PDPs and are not required to meet altern ative compliance options if stormwater management controls are installed in a manner consistent with the MEP standard; hydromodification design is not included in this scope of work. Where feasible, treatment of stormwater from public streets shall be provided using LID principles within the Right of Way between the back of curb and sidewalk. The Final Water Quality Green Streets Planning Document shall be processed through the City of Murrieta.

Assumptions : The project qualifies for the Green Streets PDP Exemption. The project is exempt from hydromodification due to the Green Streets PDP Exemption and existing condition calculations are therefore not required.

Deliverables: Preliminary and Final Water Quality Green Streets Planning Document Task 8: Storm water Pollution Prevention Plan
Task 8.1 Stormwater Pollution Prevention Plan
Michael Baker shall prepare and submit a Notice of Intent (NOI) and a Stormwater Pollution Prevention Plan (SWPPP) for the Project to the State Water Resources Control Bo ard (SWRCB). A copy of the SWPPP and the Waste Disc harge 138
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15 Identification Number (WDID No.) shall be supplied to the client. Michael Baker shall comply with the Construction General Permit (CGP), 2022-0057-DWQ effective after September 1st, 2023. Michael Baker shall comply with the CGP by preparing and submitting the project registration documents o nline to the SWRCB, these documents include a risk analysis and the SWPPP document.

Assumptions : Any further updates or actions necessary for upkeep , inspections, or maintenance of the SWPPP shall be prepared by the general contractor, erosion control contractor, or other party. This includes but is n ot limited to Annual Reporting, Rain Event Action Plans, Inspection Logs, Changes of Information, and the Notice of Termination.

Deliverables: SWPPP and WDID No.

Task 9: Plans, Specifications, and Estimate
Task 9.1 Preliminary Design 35% Plans and Estimate
Michael Baker will develop 35% plans showing the ve rtical and horizontal alignment for the proposed im provements. The 35% Plans will include all necessary information su ch as proposed layouts, dimensions, right of way li nes, and utility appurtenances. Michael Baker will also develop an itemized cost estimate to give the City an idea of project cost and ensure the designs are within the available budget.

The anticipated drawings for this project are included in the table below. The designs will be based on current best-practice and will include all necessary information such as proposed layouts, and dimensions. Drawings will be 24" x 36" sheets with standard City title block, signature block, approva ls and permits block prepared in AutoCAD, and comply with City CADD standards.

Typical sections will be shown on the street improvement plans. All designs will be in accordance with the latest City Standards, Ordinances and Regulations, MUTCD, Caltrans Standard Plans and Specifications, and 2015 Standard Plans and Specifi cations for Public Works Construction (the “2015 Greenbook”) as applicable.

Michael Baker will develop an itemized cost estimat e to give the City an idea of project cost and ensure the designs are within the available budget. The cost estimate will be prepare d in excel format and backup quantities can be provided to the City if requested. The bid item unit costs shall be based o n real world current market rates.

Assumptions: Demolition /removal plans, traffic control plans, traffic signal modification plans and utility plans will not be included in our provided drawings. Street Lighting Plan improvements can be tied into an existing service p edestal. Removals and existing utilities will be sh own on Street Improvement Plan, Street Lighting Plan, Construction Details, Storm Drain Plan, and Erosion Control Plan sheets. If the City would like any additional plans not listed, MBI can include them for an additional fee.

Deliverables: 35% Plans and Engineers Estimate
Task 9.2 75% Plans and Estimate
Once the preliminary 35% design plans and estimate have been approved by the City, Michael Baker will prepare the 65% design package. The 75% design package will address any comments received from the City on the 35% design package. A comments matrix will be prepared to document any co mments received and Michael Baker will address all comments or will provide responses and reasoning as to why comments were not addressed. This comment matrix will remain over the lifetime of the project.

Deliverables: 75% Plans and Engineers Estimate, Comment Response Matrix Drawing Name Scale No. of
Sheets
Title Sheet Varies 1
Notes and Typical Sections Varies 1
Construction Details Varies 1
Street Improvement Plan
(Plan and Profile) 1”=40’ 4
Signing and Striping Plan 1”=40’ 3
Street Lighting Plan 1”=40’ 3
Storm Drain Plan 1”= 40’ 1
Erosion Control Plan 1”=40’ 2
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16 Task 9.3 95% Plans, Specifications, and Estimate
Michael Baker will prepare 95% construction drawing s and engineer’s estimate which will incorporate th e City’s 75% plan submittal comments. The comments matrix will be upd ated to document any additional comments received a nd Michael Baker will address all comments or will provide responses and reasoning as to why comments were not addressed. Michael Baker will also prepare project specifications, which will include the project bid list to match the project cost estimate items and quantities. The project specifications based on either City Boilerplate Specifications or the Standards for Public Works Construction “Greenbook” or a combination of both as determined by the City.

Deliverables: 95% Plans, Specifications, Engineers Estimate, Comment Response Matrix Task 9.4 100% Plans, Specifications, and Estimate
Any final comments received from the City on the 95% PS&E package will be incorporated in the final submittal package.

The 95% specifications will be finalized based on any City comments or final amendments to the designs. Once the contract documents and engineer’s construction cost estimate are complete, Michael Baker will schedule a final project design meeting with the City staff to present the completed contract documents for final review and acceptance.

Deliverables: 100% Plans, Specifications, Engineers Estimate, Comment Response Matrix Task 10: Geotechnical Services
Michael Baker has partnered with Geocon West, Inc (“Geocon”) for Geotechnical Services.

Task 10.1 Geotechnical Investigation and Report
Geocon’s scope of services is expected to consist of the following:
• Perform a site reconnaissance to document current topographic and geotechnical conditions. • Mark the boring locations and notify Underground Surface Alert of Southern California to mark any subsurface utility locations near our proposed excavation locations. Additionally, the civil engineer should provide plans depicting the locations of all utilities in the project area. Prepare and submit a no fee encroachment permit for our work. • Hire a drilling subcontractor to:
o Excavate four geotechnical borings east of the existing roadway to obtain samples and document geotechnical conditions for the new roadway, new storm drain, retaining walls, and grading recommendations. Geotechnical borings are expected to be 20 feet deep.
o Excavate three pavement cores in the existing roadway to document pavement section thicknesses and collect soil samples for laboratory testing for use in providing rehabilitation recommendations. Pavement cores are expected to be 5 feet deep.
o Excavate up to four percolation tests in two BMP locations (two tests are required per BMP location).

Percolation tests are expected to be 5 feet deep.
o Borings may be terminated at shallower depths if practical refusal is encountered. Borings will be logged in accordance with USCS criteria and samples will be collected for laboratory testing. o Borings will be backfilled with native soil upon completion and capped with cold patch asphalt (in pavement areas).
o Geocon has budgeted for 8 hours on site for drilling. • Perform laboratory testing which is anticipated to include maximum density/optimum moisture, in situ moisture and density, R-value, corrosion screening, grain size analyses, expansion potential, and direct shear testing. The final laboratory test program will depend on the soil conditions encountered during the investigation with respect to the proposed improvements.
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17 • Prepare a geotechnical report for the project providing the boring logs, existing pavement sections, percolation rates and calculated infiltration rates, a plan depicting the geologic conditions encountered, depth to groundwater (if encountered), laboratory test results, remedial grading and improvement construction recommendations, geotechnical parameters for lighting standards, retaining walls, new storm drain line, new roadway section Assumptions: Geocon will be provided with access to mark the core/boring locations and perform the fieldwork within the site during regular business hours of 7 am to 5 pm Monday through Friday and no night or weekend work will be required.

No environmental permitting will be required to per form the field work. The locations of sensitive hab itat areas will be provided prior to our mark out so Geocon can avoid those areas. All existing subsurface utilities will be clearly marked on a plan provided to us prior to Geocon’s field work. An engineered traffic control plan will not be needed for the encroachment permit. The traffic control plan will be per 2024 WATCH Manual. A no fee encroachment will be issued for this City project.

Deliverables: Geotechnical Report
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18 Michael Baker Man-Hour Estimate

Project Manager Assistant Project
Manager Project Engineer Civil Designer Drainage Lead Drainage Civil Designer Planner Lead Assistant Planner
Lead Senior Planner Planner Associate
Planner
Planning
Technician
Director of
Survey PLS Field Supervisor/
Party Chief
Survey Senior
Analyst
Survey/ Mapping
Analyst Survey Chainman Mapping Lead Mapping Senior
Analyst
Task No. Task Description $270.00 $180.00 $145.00 $130.00 $185.00 $120.00 $275.00 $185.00 $175.00 $155.00 $130.00 $120.00 $345.00 $255.00 $195.00 $210.00 $140.00 $165.00 $280.00 $205.00 1 Project Management, Coordination and Meetings 16 60 8 0 8 0 8 0 0 0 0 0 0 8 0 0 0 0 0 0 108 $22,000 $22,000

1.1 Project Management, Coordination and Meetings 16 6 0 8 8 8 8 108 $22,000 $22,000 2 Records Research and Field Investigation 0 8 12 8 8 8 0 0 0 0 0 0 0 0 0 0 0 0 0 0 44 $6,660 $6,660

2.1 Records Research and Field Investigation 8 12 8 8 8 44 $6,660 $6,660 3 Utility Research and Coordination 0 6 8 40 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 54 $7,440 $15,300 $22,740

3.1 Utility Research and Coordination 2 8 32 42 $5,680 $5, 680

3.2 Potholing (Optional) 4 8 12 $1,760 $15,300 $17,060
4 Survey 0 4 0 8 0 0 0 0 0 0 0 0 12 28 102 24 58 90 8 10 344 $65,230 $65,230

4.1 Topographic Survey 2 4 8 24 88 20 16 78 240 $46,230 $46,230

4.2 Record Data Mapping 2 4 4 4 14 4 42 12 8 10 104 $19,000 $19,0 00 5 Environmental & Cultural 14 0 0 0 0 0 68 175 178 280 387 146 0 0 0 0 0 0 0 0 1,248 $197,235 $4,600 $201,835

5.1 Project Initiation and Project Description 0 0 0 0 0 0 8 14 0 0 18 4 0 0 0 0 0 0 0 0 44 $7,610 $7,610

5.1.1 Project Initiation/Kick-Off Meeting 4 6 4 14 $2,730 $2,730

5.1.2 Research and Investigation and Project Descrip tion 4 8 14 4 30 $4,880 $4,880

5.2 Technical Studies 12 0 0 0 0 0 32 107 156 252 299 130 0 0 0 0 0 0 0 0 988 $152,665 $4,600 $157,265

5.2.1 Air Quality, Energy, and Greenhouse Gas Analysi s 2 6 10 30 30 2 80 $12,200 $12,200

5.2.2 Cultural Resources Analysis (Optional) 2 2 $550 $4 ,600 $5,150

5.2.3 Noise Analysis 2 3 6 24 35 70 $10,425 $10,425

5.2.4 Habitat Assessment and WRCMSHCP Consistency An alysis 3 20 20 25 22 25 115 $17,760 $17,760

5.2.5 Focused Special-Status Plant Surveys and Repor t 4 18 20 24 16 12 94 $15,170 $15,170

5.2.6 Aquatic Resources Delineation Report 3 16 18 21 12 2 0 90 $14,150 $14,150

5.2.7 MSCHP Joint Project Review 2 10 12 24 $4,500 $4,500

5.2.8 Focused Burrowing Owl Survey and Report (Optio nal) 2 6 12 22 40 5 87 $12,970 $12,970

5.2.9 Focused Crotch's Bumble Bee Survey and Report (Optional) 2 6 10 22 40 5 85 $12,620 $12,620

5.2.10 DBESP Report (Optional) 2 2 4 10 20 20 22 80 $11,920 $11 ,920

5.2.11 USACE Approved Jurisdictional Determination (O ptional) 2 2 4 4 12 14 4 42 $6,690 $6,690

5.2.12 RWQCG Waste Discharge Requirements (Optional) 2 2 4 10 16 20 14 68 $10,340 $10,340

5.2.13 CDFW Streambed Alteration Agreement (Optional ) 2 2 4 8 16 20 5 57 $8,910 $8,910

5.2.14 Regulatory Permit Processing and Resource Age ncy Coordination (Optional) 4 2 6 16 20 30 16 94 $14,460 $14, 460

5.3 Environmental Checklist Application 0 0 0 0 0 0 12 18 14 26 70 12 0 0 0 0 0 0 0 0 152 $23,650 $23,650

5.3.1 Draft Environmental Checklist 8 12 10 16 50 8 104 $16,1 10 $16,110

5.3.2 Final Environmental Checklist 4 6 4 10 20 4 48 $7,540 $7 ,540

5.4 Public Hearings and Meetings 0 0 0 0 0 0 14 8 0 0 0 0 0 0 0 0 0 0 0 0 22 $5,330 $5,330

5.4.1 Public Hearings 6 4 10 $2,390 $2,390

5.4.2 Coordination Meetings 8 4 12 $2,940 $2,940

5.5 MSHCP Minor Amendment 2 0 0 0 0 0 2 28 8 2 0 0 0 0 0 0 0 0 0 0 42 $7,980 $7,980

5.5.1 MSHCP Minor Amendment 2 2 28 8 2 42 $7,980 $7,980 6 Hydrology and Hydraulics Report 0 0 0 0 30 80 0 0 0 0 0 0 0 0 0 0 0 0 0 0 110 $15,150 $15,150

6.1 Hydrology and Hydraulics Report 30 80 110 $15,150 $15 ,150 7 Water Quality Green Streets Planning Document 0 0 0 0 20 45 0 0 0 0 0 0 0 0 0 0 0 0 0 0 65 $9,100 $9,100

7.1 Water Quality Green Streets Planning Document 20 4 5 65 $9,100 $9,100 8 Stormwater Pollution Prevention Plan 0 0 0 0 20 50 0 0 0 0 0 0 0 0 0 0 0 0 0 0 70 $9,700 $9,700

8.1 Stormwater Pollution Prevention Plan 20 50 70 $9,700 9 Final PS&E 16 52 200 290 10 32 0 0 0 0 0 0 0 0 0 0 0 0 0 0 600 $86,070 $86,070

9.1 35% Plans and Estimate 4 16 65 95 4 12 196 $27,915 $27,915

9.2 75% Plans and Estimate 4 20 75 105 4 12 220 $31,385 $31,38 5

9.3 95% PS&E 4 8 40 60 1 4 117 $16,785 $16,785

9.4 100% PS&E 4 8 20 30 1 4 67 $9,985 $9,985
10 Geotechnical Services 1 4 4 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 9 $1,570 $20,505 $22,075

10.1 Geotechnical Investigation and Report 1 4 4 9 $1,570 $20,505 $22,075 47 134 232 346 96 215 76 175 178 280 387 146 12 36 102 24 58 90 8 10 2,652 $420,155 $4,600 $20,505 $15,300 $460,560 $5,000 $5,000
$3,000 $3,000
$12,690 $24,120 $33,640 $44,980 $17,760 $25,800 $20,900 $32,375 $31,150 $43,400 $50,310 $17,520 $4,140 $9,180 $19,890 $5,040 $8,120 $14,850 $2,240 $2,050 Total with Optional Tasks $468,560 Total without Optional Tasks $365,440
City of Murrieta
Whitewood Road Widening Project
Fee Worksheet
Michael Baker
Hours Total Fee C Below
(Optional)
Geocon West,
Inc.

Michael Baker
Fee
BCR Consulting,
Inc.

SUBTOTAL HOURS:

OTHER DIRECT COSTS - MILEAGE/POSTAGE

TOTAL FEE

OPTIONAL OTHER DIRECT COSTS - MILEAGE/POSTAGE

ACCEPTING THE FOLLOWING
OPTIONAL TASKS:

5.2.2 5.2.8

5.2.9 5.2.10
$411,100

TOTAL WITH SELECTED
OPTIONAL TASKS:

ABSTAINING THE FOLLOWING
OPTIONAL TASKS:

3.2 5.2.11

5.2.12 5.2.13

5.2.14 142
CITY OF MURRIETA WHITEWOOD ROAD WIDENING PROJECT, CIP NO. 8389, CITY PROJECT NO. 10-339

19 Project Schedule

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CITY OF MURRIETA WHITEWOOD ROAD WIDENING PROJECT, CIP NO. 8389, CITY PROJECT NO. 10-339

20 FIRM QUALIFICATIONS
Michael Baker draws from the talents of our staff t hat specializes in civil engineering, traffic plann ing and engineering, bridge design, storm water management/water quality , environmental and land planning, regulatory compliance/permitting, public participation programs and related services to provide a comprehensive approach to project solutions. Experienced staff have a solid understan ding of local issues, regulatory and public policy affecting local projects and has developed relationships in the communities we serve.

Street Improvements
Michael Baker has provided professional design serv ices to public agencies for over 30 years. Our capa bilities include transportation planning, design, and construction. Design services include conceptual, preliminary, an d final design plans with associated, specifications, and estimates for local roads, arterial highways, and transportation corridor systems.

Michael Baker incorporates in-house services of several disciplines to provide a comprehensive team to complete a range of tasks that include:
• Roadway rehabilitation and widening;
• Intersection and interchanges;
• Bridge design;
• Signing, striping and stage construction plans;
• Right-of-way mapping;
• Utility relocation coordination;
• Agency permitting;
• Specifications and bid documents;
• Construction survey staking and construction management. • PS&E;
• Traffic Engineering;
• Utility Design;
• Storm Water Design;
• Water Quality;
• Erosion control (QSD/QSP);
• Environmental (CEQA);
• Regulatory Permitting;
• Monumentation
Coordination, Utilities, and Agencies
Michael Baker staff has experience coordinating the various tasks of highway projects to gain appropri ate clearance and permitting from local agencies. We maintain an ongo ing dialogue with local, regional, state, and Feder al jurisdictional agencies and continually keeps abreast of the changing requirements and procedures for each agency. Michael Baker always incorporates geometric design standards of the appropriate jurisdictional agency into the engineering plans of public works projects.

ADA Compliance: State regulations for the Americans with Disabilities Act (ADA) Michael Baker consults regulating documents to determine the dimension of curb ramps, location and transition from walks, gutters, and streets, appropriate materials, amount of access from the street, and prevention of obstruction from vehicles.

Civil Engineering
Michael Baker engineers design solutions for land u se opportunities and site planning. For decades, M ichael Baker has worked to assist clients to improve and rehabilitate existing streets, roadways, and major arterials.

Survey / Mapping
Michael Baker survey personnel have performed compl ete project services, from initial design topograph y through final monumentation and construction staking, on many varied public and private developments throughout the western United States. All survey crew’s work under the direct supervision of a Licensed Land Surveyor registered in the State of practice.

Each survey crew is equipped with the latest survey equipment state of the art instruments, GPS receiv ers and notebook computers. Field data collectors are interfaced with our office wide area network computer system and Internet uplink to insure accurate and timely information transfers. This means fast turn arounds for tightly scheduled projects. All survey vehicles are equipped with radios and cellular phon es for efficient and effective response time. All field personnel have been trained in safety, cost and budget controls.
 ALTA Maps / ACSM Survey Maps
 Aerial Ground Control and Profiles
 Record Research
 Right-of-Way Surveys
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21 Traffic Planning
Michael Baker provides complete services for the planning and pre liminary engineering design of local roads, streets , arterial highways, and transportation corridors to public agencies and private developers. Michael Ba ker's specific transportation planning capabilities include:

The Transportation Planning Department of Michael Baker has an outstanding reputation with over 30 years of experience in the fields of transportation master planning and civil engineering. Members of the firm have exten sive experience working directly for municipal, county, state, and federal agencies, as well as providing consulting services to private clients.

Based on proven engineering principles, Michael Bak er's experienced staff incorporates the geometric s tandards of alignment, grade, cross section, access control, an d intersection/interchange design into the planning and engineering of new roadways and highways. Michael Baker has exten sive experience in the redesigning of existing high ways and intersections to increase capacity and improve safety.

Michael Baker emphasizes traffic planning and desig n techniques to satisfy the requirements of a study site's traffic while minimizing the impact on non-site traffic. This is accomplished by utilizing any or all of the follow ing external study site traffic analysis. Such an analysis includes:

Traffic Generation
 Directional Distribution of Traffic
 Access Design Criteria
 Traffic Signal Considerations
 Adjacent Land Access Needs
 Impact on Existing Streets
 Evaluation of Alternate Designs
 Intersection Capacity Utilization
Michael Baker transportation projects include the p lanning of major regional transportation facilities . Our staff is also actively involved in various arterial highway widen ing studies and freeway interchange studies and mai ntains an on-going dialogue with local, regional, state, and federal agencies.

Michael Baker provides a wide range of transportation engineering design services to numerous public agencies and private developers. Michael Baker's specific transportation engineering capabilities include:
 Roadway Widening Design
 Highway, Freeway, and Tollway Design
 Intersection and Interchange Design
 Bridge and Structures Design
 Signing, Striping, and Stage Construction Plans

 Right of way Mapping
 Agency Permitting
 Utility Relocation Coordination
 Preparation of Specifications and Bid Documents
 Construction Survey Staking, and Construction
Management
Many of Michael Baker's experienced staff of registered civil engineers, licensed land surveyors and designers have had the benefit of long careers and have worked with severa l public agencies during their tenure at Michael Ba ker. Their  Boundary Surveys and Boundary Analysis
 Construction Staking
 Corner Records
 Digital Submission of Maps
 Final Tract maps
 GPS Surveys
 Legal Descriptions and Mapping
 Lot Line Adjustment
 Monitoring Surveys
 Record of Surveys
 Tentative Parcel Maps
 Topographic and Hydrographic Surveys
 Topographic Mapping / Cross Sections
 Photogrammetry:
- Aerial Photography
- Analytical Bridging
- Topographic Mapping
- Digital Terrain Models
- Ortho-Rectified Imagery
- Light Detection and Ranging (LiDAR)
 Route Alignment Studies
 Traffic Impact Studies
 Preliminary Intersection/Interchange Design
 Circulation Elements
 Preliminary Cost Estimates
 Bicycle/Equestrian/Pedestrian Trail Systems
 Traffic Impact Fee Programs
 Land Use Impact Analysis
 Congestion Management Plans (CMP)
 Construction Traffic Management Plan (TMP)
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22 background and experience have proven invaluable in the early identification of the needs of each of o ur public agency clients and created the ability for Michael Baker t o respond with the appropriate level of detail and cost saving design solutions. Michael Baker's staff maintains an on-g oing dialogue with local, regional, and state juris dictional agencies and continually keeps abreast of the changing requirements and procedures of the Federal, State and local agencies.

Storm Water / Water Quality
The Michael Baker team has a broad base of experience that can provide a wide variety of services to meet the challenges associated with storm water quality. Current proje cts give the Michael Baker Team a unique and clear understanding of the requirements that the regulated community faces in complying with Court orders, fulfilling National Pollutant Discharge Elimination System (NPDES) Permit obligations and o ther related storm water activities. In addition to this experience, several members of the Team are participants in the California Storm Water Quality Association.

Michael Baker's Storm Water Quality capabilities include the identification of constituents of concern, research relative to Best Management Practices (BMP) effectiveness, BMP siting, design, construction, construction manageme nt and operation, maintenance and monitoring.

Municipal Stormwater Program Development
Michael Baker develops municipal storm water progra ms for both Phase I and Phase II communities. Proje ct elements include program organization, legal authority, BMP approaches for new development, existing developmen t and construction activities, illegal discharge / illici t connections, community participation and educatio n, staff training, annual reporting, monitoring program development and implementation, and overall program implementation.

NPDES Compliance
Michael Baker has assisted public and private sector clients with NPDES compliance services. Relevant experience includes construction and industrial site inspection, permit requirement interpretation, response to notices from regulators, Storm Water Pollution Prevention Plan (SWPPP) preparation and review, Water Quality Management Plan (WQMP) p reparation and review, training, and annual reporting.

Air Quality Assessments
Michael Baker’s air quality services include projec t-specific analysis of regulatory impacts, short-te rm construction emissions, long-term operational emissions, including both stationary and mobile source emissions and both regional and local emission levels, and computer modeling of sou rce-specific pollutant emissions and dispersion ana lysis. Additionally, Michael Baker has carried out mitigation programs for commercial, transportation, and industrial projects; and General Plan Air Quality Elements. Michael Baker staff has also performed a variety of global climate change analys es and are familiar with the requirements of Assembly Bill 32 (Global Warming Solutions Act).

Noise Impact Assessments/Analyses
Michael Baker’s acoustical services include instrument-assisted noise and vibration field surveys, commercial and industrial stationary sources noise impact analyses, Federal H ighway Administration (FHWA) computer modeling of m otor vehicle noise impacts for roadway and freeway projects, and rail noise impact analysis. Michael Baker's acoustical staff also prepare transportation-related sound wall design, evaluation of sound insulation performance, manufacturing and industrial noise impact mitigation, building exterior and interior s ound and vibration isolation analysis, room acousti cs and interior finish study, and General Plan Noise Elements.

Biology
The Michael Baker Team will prepare the appropriate biological resources related reports to support CEQA analysis. Michael Baker maintains a highly-trained team of professional biologists with the expertise to perform:
• Habitat Assessments
• General Biological Surveys
• Focused Sensitive Species Surveys
• Jurisdictional Wetland Delineations
 Wildlife Corridor Analysis
 Regulatory Permitting
 Section 7 Consultations
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CITY OF MURRIETA WHITEWOOD ROAD WIDENING PROJECT, CIP NO. 8389, CITY PROJECT NO. 10-339

23 •Michael Baker prepared a Combined PSR/PR, Geometric Approval drawings and final PS&E to construct a four-lane overcrossing of I-15 between the existing Clinton Keith Road interchange which is located 2.8 kilometers to the north and the California Oaks interchange which is
located 2.1 kilometers to the south in the City of
Murrieta. The Nutmeg Street Overcrossing provides a
connection between the existing Nutmeg Street roadway
approaches that were constructed in conjunction with the development of the adjacent residential tracts in the late 1980's. The existing Nutmeg Street cross section, both east and west of I-15, provides a curb to curb width of

19.5 m within a right-of-way of 26.8 m. The existing
roadway overcrossing approaches and the new
overcrossing structure were delineated to provide two
travel lanes, a bike lane, and sidewalk in each direction of travel with a striped median.

I-15 / Nutmeg
Street
•Michael Baker provided environmental evaluation,
structures engineering, survey and right-of-way
engineering for improvements to the I-215 / Los Alamos
Road interchange.
•The project included widening of the existing bridge from

15.1 meters to 36.6 meters. The 60 meter two-span
structure utilized 1.22-meter-deep post tensioned box
girder bridges with end diaphragm type abutments for
both right and left bridges. The abutments and bent are supported on cast-in-drilled hole (CIDH) piles. The project had several critical structural issues to resolve.
• The type selection process required seismic evaluation of the combined structure and presenting the proposed
retrofit at the combined Type Selection / Retrofit Strategy meeting to Caltrans for approval prior to final design.

Seismic evaluation and retrofit of the existing structure were required. Following the type selection approval
Michael Baker prepared and processed the final bridge
PS&E and received Caltrans approval in 16 weeks.

I-215 / Los
Alamos Road
•Michael Baker prepared Street Improvement, Traffic
Control and Signing & Striping plans to include street
widening and sidewalk improvements on the easterly
side of 5th Street, between Mercedes Street and the tie- in point 120 LF northerly of the Old Town Front Street
intersection.

Old Town 5th
Street Widening
•Michael Baker prepared Street Improvement, Traffic
Control and Signing plans to include half-width and
sidewalk improvements on the north side of Pauba
Road. Improvements extended roughly from 500 LF
easterly of the Pauba Road / La Primavera Street
intersection to Ynez Road, roughly 1,900 LF.

Pauba Road
Widening
Our biologists maintain the necessary recovery permits necessary to conduct focused species surveys for numerous Federal threatened, endangered, and candidate species.

Michael Baker’s work effort would include both prim ary and secondary research to establish the baselin e biological conditions on the site, to understand, in detail th e environmental impacts to biological resources ass ociated with the proposed project. Michael Baker’s team can also id entify project alternatives to avoid, minimize, and mitigate potential impacts associated with project. Depending on the physical resources onsite and the number and type of agencies involved, we may recommend early coordination with Responsibl e and Trustee Agencies, as well as other public age ncies with an interest in the proposed project.

Representative projects are presented below, highli ghting the Michael Baker Team’s extensive, Street r ehabilitation and improvement projects in the Temecula and Murrieta C ommunities. These projects demonstrate our ability to complete projects similar in magnitude and design requirements on schedule, in an efficient cost-effective mann er using innovative design techniques. The representative projects presented involved many of the same professional design services that will be part of the Whitewood Widening project.

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CITY OF MURRIETA WHITEWOOD ROAD WIDENING PROJECT, CIP NO. 8389, CITY PROJECT NO. 10-339

24 •Michael Baker was responsible for providing surveying and engineering services for the widening of the Diaz
Road Bridge. This construction project funded by
Lennar Homes and directed by the City of Temecula
required field and office surveys that included staking for right-of-way, bridge abutments, pile locations,
bridge deck, and curb.

Ynez Bridge
Widening
•Michael Baker was responsible for aerial mapping, GPS, utility location, and street cross section surveys to
facilitate preparation of improvement plans for
Margarita Road northerly from Solana Way to
Winchester Road.

Margarita Road
Extension

•Michael Baker was responsible for the design survey
project to facilitate road widening for five miles of Scott Road in Riverside County. The work included aerial
mapping control, field topographic surveys and road
alignment and right-of-way surveys performed to
specific standards required by the Riverside County
Survey Department.

Scott Road
Widening
•Michael Baker submitted 16 plan sheets of Right-of-Way Maps and seven sheets of survey analysis hardcopy, 180
legal descriptions, and exhibits for approximately three miles of State Route 74. All plan sheets and the utility identification maps were prepared on Intergraph
MicroStation.

SR 74 R/W
Engineering
•Michael Baker prepared the Delineation of
Jurisdictional Waters and processed resource agency
permit applications with the U.S. Army Corps of
Engineers (Section 404 Nationwide Permit); the
California Department of Fish and Wildlife (1602
Streambed Alteration Agreements); and the Regional
Water Quality Control Board (Section 401 Water
Quality Certification); for the proposed Jackson
Avenue Street Improvement Project, located in the
City of Murrieta, County of Riverside, CA. Specifically, the project site trends along Jackson Avenue from
Interstate 15 to where Jackson Avenue turns into Diaz
Road. Currently Warm Springs Creek within the
vicinity of the project site is a low water crossing. The project included Jackson Avenue improvements and a
Hydro arch bridge over Warm Springs Creek.

Jackson Ave
Street
Improvements
•Michael Baker, under contract with the City of
Temecula, was responsible for the beautification and
traffic improvement designs to the existing raised
medians and four signalized intersections in a two mile segment of Highway 79 - Winchester Road.
•The design team, led by Michael Baker landscape
architects and supported by Michael Baker water
quality, civil and traffic engineers, worked closely with City engineers and landscape maintenance managers
to develop a landscape and traffic solution that was
beautiful, improved the level of service and was
maintainable under the City's current maintenance
regiment.

Winchester
Road
Beautification
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25 PROJECT TEAM

Our team has meticulously tailored its organizational structure specifically for this project. With a profound understanding of local high school traffic impacts, ADA complianc e, habitat and environmental constraints, as well a s potential drainage issues, our team is well-prepared to handle these challenges seamlessly.

Our project management team oversees the entire process, ensuring effective coordination and communication among all disciplines. They collaborate closely with our tech nical services team, who are experienced in the pre paration of roadway widening documents and possess a deep understanding of City and County requirements.

Organization Chart

The following chart illustrates the depth of resour ces our team brings to this project, showcasing our commitment to delivering exceptional results:

GEOCON West
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CITY OF MURRIETA WHITEWOOD ROAD WIDENING PROJECT, CIP NO. 8389, CITY PROJECT NO. 10-339

26 Project Team Qualifications Matrix

Below we provide a summary of our key personnel that demonstrate our qualifications. Our team of dedicated professionals brings expertise in roadway widening while mitigati ng impacts on the Community. With their specialized knowledge and proven track record, our key personnel are well-equ ipped to handle the complexities of this project. T he list of reference projects in the previous section showcases our succ essful completion of projects of varying scales and complexities, highlighting our commitment to delivering quality results. The City can have confidence in partnering with a team that has the expertise and experience necessary for the successful completion of this important infrastructure improvement project.

Team Member / Role Yrs of
Exp
Education / Licenses/Certifications
Project Management Team
Lonnie Druliner
Project Manager
14 M.Eng., 2012, Civil Engineering, Tufts University
B.S., 2010, Structural Engineering, UC San Diego
Licenses/Certifications
Professional Engineer – Civil, CA, 2016, 86346
Kimilee Murillo
Assistant Project Manager
7 B.S., 2018, Civil Engineering, CalPoly Pomona
Licenses/Certifications
Engineer In Training, CA, 2018, 167995
Danny Walden
QA/QC Manager
20 B.S., 2008, Civil Engineering/Transportation, Califo rnia State Polytechnic University, Pomona
Licenses/Certifications
Professional Engineer, California, 2014, 82536
Christopher Alberts, PLS
Project Director
29 Coursework, San Jacinto College
Coursework, General Studies, South Dakota State Uni versity Licenses/Certifications
Professional Land Surveyor, CA, 2008, LS8508
Project Team (Alphabetically)
Daniel Cardoza
Regulatory Permitting
19 M.S., 2011, Environmental Studies/Environmental Plannin g, California State University at Fullerton
B.A., 2009, Environmental Science/Policy, California S tate University at Long Beach Licenses/Certifications
CRAM for Riverine Wetlands-Certified Practitioner, California, 2012 Wetland Delineator Certification Program, California, 2011 Professional Wetland Scientist, California, 2016, 2756
Steven Chi
Survey
38 Professional Land Surveyor, CA, 2010, 8860
John Duquette
Survey Lead
32 A.S., 1996, Surveying and Mapping, Santa Ana College Licenses/Certifications
Professional Land Surveyor, California, 1999, 7566
Emily Edgington
Environmental
3 B.S., 2022, Fisheries Biologist & Communications, Ca lifornia State Polytechnic University, Humbolt
Rachel Fabian
Traffic
9 B.A., 2016, Environmental Studies, University of Orego n Jesse Fields
Survey
15 Diploma, General Studies
Licenses/Certifications
Certified Party Chief
Jason Fischer
Civil Design
19 B.S., 2007, Civil Engineer, North Dakota State Univers ity Licenses/Certifications
Professional Engineer – Civil, CA, 78608
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CITY OF MURRIETA WHITEWOOD ROAD WIDENING PROJECT, CIP NO. 8389, CITY PROJECT NO. 10-339

27 Team Member / Role Yrs of
Exp
Education / Licenses/Certifications
Marisa Flores
Biologist
18 B.S., 2003, Ecology and Evolution, University of Cal ifornia, Davis Licenses/Certifications
CRAM for Riverine Wetlands – Certified Practitioner, CA, 2012 CRAM for Estuarine Wetlands – Certified Practitioner , CA, 2013 Kyle Gallup
Drainage
20 B.S., 2005, Civil Engineer, San Diego State University Licenses/Certifications
Professional Engineer - Civil, California, 2009, 74610
Certified Floodplain Manager, 2018, US-18-10783
Alicia Gonzalez
Environmental
11 B.S., 2014, Biological Science, California State Uni versity, San Marcos Jordan Gray
Traffic
10 B.S., 2014, Civil Engineering, San Diego State University Licenses/Certifications
Professional Engineer - Civil, California, 2018, 89288
Professional Traffic Engineer, California, 2021, TR 2987 Fernando Hernandez
Drainage
2 B.S., 2023, Civil Engineering, CalPoly Pomona
Licenses/Certifications
Engineer In Training, CA, 2023, 179519
Art Huerta
Survey
30 Diploma, General Studies, Perris High School
Dianne Mendoza
Utilities
7 B.S., 2018, Civil Engineering, CalPoly Pomona
Licenses/Certifications
Engineer-In-Training, CA, 163351
Riley Moore
Civil Design
5 B.S., 2020, Civil Engineering, CalPoly Pomona
Licenses/Certifications
Engineer In Training, CA, 2021, 174122
Gary Ratliff
Civil Design
7 B.S., 2019, Civil Engineering, Brigham Young Univers ity, Idaho Campus Licenses/Certifications
Engineer-In-Training, California, 2022, 177926
Professional Engineer - Civil, Nevada, 2023, 031173
Dung “Sam” Nguyen
Civil Design
3 B.S., 2022, Civil Engineering, CalPoly Pomona
Licenses/Certifications
Engineer In Training, CA, 2023, 178356
Danielle Peltier
Drainage and Civil Design
6 B.S., 2020, Environmental Engineering, University of California, Riverside Licenses/Certifications
Engineer-In-Training, 2020
Ciprian Stelea
Structural Engineering
21 M.S., 2006, Civil Engineering/Structures, University of California, Irvine B.S., 2004, Civil Engineering, Central Connecticut State University Licenses/Certifications
Professional Engineer - Civil, California, 2008, 73379
Alejandro Tapia
Traffic Engineer
7 B.S., 2019, Civil Engineering, CalPoly Pomona
Licenses/Certifications
Professional Engineer – Civil, California, 2023, 94642

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CITY OF MURRIETA WHITEWOOD ROAD WIDENING PROJECT, CIP NO. 8389, CITY PROJECT NO. 10-339

28 Key Project Team Resumes

Lonnie Druliner, PE | Project Manager
Ms. Druliner has many years of experience in land
development in both private and public sectors throughout southern California. Her project experience range from residential, multi-family, and commercial development to Capital Improvement Projects (CIP). Her experience has developed her skills in grading and improvement plans, storm water calculations, hydrology analyses, utility designs, and SWPPP report ing. She has focused on ADA design and upgrade projects and is familiar with Public Right Of Way Accessibility Guidelines (PROWAG) which were re cently adopted, California Building Code (CBC) Chapter 11B, and City Standards.

Ms. Druliner led Capital Improvement Projects (CIP) for the City of Escondido.

Includes Active Transportation Projects (ATP) throughout the City t o improve sidewalk curb and gutter, adding bicycle lanes, implementing traffic c alming measures, and promote safe routes to school. Various phases of the projects were environmental (CEQA and NEPA), engineering and specifications, and construction. Grants ranged from $1.2M to 1.6M.

Reporting and submittals were coordinated with Caltrans, SANDAG, and California Transportation Commission (CTC).

RELEVANT EXPERIENCE
Ynez Road Sidewalk Improvements. City of Temecula. Project Engineer. Responsibilities included updating Extra Work Requests (EWRs), coordinating with the City, and providing a earthwork quantity estimate, cost estimate and coordination support. The project includes providing a sidewalk to an existing street and locate necessary areas for concrete retaining curbs . Additionally, two curb returns needed to be modified to meet ADA and City requirements.

Frisbie SRTS Project. City of Rialto. Overseeing civil and traffic design to design 70 new curb ramps, review 10 existing ramps, reconstruct 58 driveways, design 6,000 linear feet of ne w and reconstructing sidewalk, and providing signing and striping for upgraded crosswalks and school signage.

Button Parking Lot Project. City of Rancho Mirage. Overseeing civil, landscape architecture, and electrical disciplines to design and grade roughly 2.3 acres of parking lots to be use d for the Rancho Mirage Amphitheater and weekly farmers marke ts.

Street improvement and ramps are being updated to c omply with ADA requirements. Coordinating with the City to develop material needed for City Council, including 3D renderings.

Rose Hills Court and Washington Arts (Affordable Ho using and Sustainable Communities, AHSC, Round 5), City of Los Angeles.

Project Manager. The project entails a PS&E package modifying curb ramps to meet ADA requirements, improving portions of curb, gutter, and sidewalk on an existing street, bulb outs for traffic calming measures, and landscaping at multiple locations throughout Los Angeles.

Morrison Park Pump Track & Site Improvements Projec t. City of Murrieta. Oversee the expansion design of Morrison Park which includes the addition of a parking lot with ADA compliant stalls, accessible routes, restroom, pump track, lighting, detention basin, flow track, bicycle playground, and trail path. Managed multiple engineering disciplines, including electrical, stormwater, civil, geotechnical, and landscape architecture, in collaboration with the pump track team, to deliver the plans, specifications, and estimate package to the City in a timely manner.

Section 24 (Phase 2) and Section 33 Infrastructure Impr ovements.

Agua Caliente Tribe. Project Manager. The project c onsists of adding a new street, providing curb, gutter, and sidewalk on an existing street, street widening, traffic modification with connection a flashing sign next to a fire station, and street lights along a corridor.

Grape Day Park Improvements Project. City of Escondido.

Focused relocating a restroom within Grape Day Park and providing ADA access to the restrooms from the vari ous access points of the park. Coordination efforts were made with utility companies, Escondido Police Department, Escondido Parks and Recreation Department, Escondido’s Historic Preserv ation Committee, California Center for the Arts - Escondido, and design consultants to provide the best service to all parties and especially the residents.

Capital Improvement Projects (CIP). City of Escondido. Includes Active Transportation Projects (ATP) throughout the City to improve sidewalk curb and gutter, adding bicycle lanes, implementing traffic calming measures, and promote safe routes to school. Various phases of the projects were environmental (CEQA and NEPA), meeting with residents, engineering,
specifications, and construction.

Years with Michael Baker
2 Years of Experience
14 Education
M.Eng., 2012, Civil Engineering, Tufts University
B.S., 2010, Structural Engineering, University of California, San Diego
Licenses/Certifications
Professional Engineer - Civil, California, 2016, 86346
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CITY OF MURRIETA WHITEWOOD ROAD WIDENING PROJECT, CIP NO. 8389, CITY PROJECT NO. 10-339

29 CHRISTOPHER ALBERTS, PLS | Project Director
Mr. Alberts has combined consulting experience in field and office operations. As Riverside and San Bernardino Offices Executive, Mr. Alberts oversees the office environment and employee engagement to develop and grow the region’s
capabilities. He is responsible for office and discipline operations, maintaining client relationships, quality control of plans and deliverables, staff allocation, scheduling, and verif ication of client satisfaction. He is active on a number of professional state and local association boards and chairman of a professional practice committee s erving three southern California counties.

RELEVANT EXPERIENCE
Avenue 42 (Phase 1) Street Improvements, Indio, Califo rnia. City of Indio. Surveyor. Responsible for field surveys. Michael Baker provided engineering services for the widening of Avenue 42, which consisted of more than one mile. This project widened the two lane roadway with median to a six lane section.

Adams Street Bridge, La Quinta, California. City of La Quinta.

Surveyor. Responsible for field surveys. Michael Baker provided environmental clearance and oversight of the bridge and roadway improvements for a 440-foot bridge project over the C oachella Valley Stormwater Channel. The project, which used Federal HBRR funds, replaced the existing low-water crossing with a bridge to provide the city with a more reliable arterial roadway during inclement weather for the general public and emergency personnel. The project provided a four-lane roadway and bridge with raised median north of Highway 111 to Westward Ho Drive.

Jefferson Street and Varner Road Improvement Projec t, Indio, California. City of Indio. Surveyor. Responsible for field surveys.

Michael Baker prepared roadway designs to widen Jeff erson Street and realign Varner Road to accommodate antic ipated future traffic volume due to the I-10 interchange. The proposed project will improve Varner Road, east and west of Jefferson Street north, and Jefferson Street north to the required roadway sections per the Interchange traffic analysis report. Varner Road will be widened to four through lanes with dual left turn lanes in the eastbound to northbound direction, dual right turn lanes in the eastbound to future southbound direction, and triple left turn lanes in the westbound to future southbound direction. Jefferson Street will be widened to six through lanes within the project limits, dual left turn lanes in the southbound to eastbound direction and a free right turn lane in the future northbound to eastbound direction.

Interstate 10/Jefferson Street Interchange Improvemen ts, Indio, California. County of Riverside Transportation Department.

Mapping Specialist. Responsible for mapping. Michael Baker performed environmental and engineering services fo r the preparation of the project report (PR), modified ac cess report (MAR), and plans, specifications, and estimates for I-10/Jefferson Street interchange improvements. This project will balance several complex geometric constraints to eliminate the
discontinuity of the arterial street through movements within the interchange. The interchange is included in the I-10 Corridor Plan, prepared by the Coachella Valley Association of Gov ernments (CVAG), which requires specific architectural and landscape treatments to the improved or new interchanges loca ted within the plan. The modifications include replacement and relocation of the Jefferson Street/I-10 overcrossing, additional loop on-ramps, and realignment of Varner Road and Jefferson Street . Michael Baker was responsible for alternatives analysis and design, environmental investigations, roadway design, traffic studies, drainage studies, and structure advance-planning studies.

Working closely with Caltrans and the City of Indio , Michael Baker provided a wide range of environmental consulting s ervices.

Michael Baker prepared the following studies in support of a joint initial study-environmental assessment (IS/EA): Visual impact analysis (VIA); noise impact report, per TNAP; initial site assessment; natural environment study; report-biological assessment, HPSR/ASR/AER; air quality report and CO hotspot analysis; Section 7 consultation; and Section 106 compl iance. In addition, Michael Baker developed the final plans, specifications, and estimates. Preparation of construction plans included roadway layouts and profiles, bridge plans, retaining walls, grading, drainage, signing and striping, traffic signal, lighting, and staged construction.

Years with Michael Baker
23 Years of Experience
29 Education
Coursework, General Studies, San Jacinto College
Coursework, General Studies, South Dakota State University Licenses/Certifications
Professional Land Surveyor, California, 2008, 8508
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CITY OF MURRIETA WHITEWOOD ROAD WIDENING PROJECT, CIP NO. 8389, CITY PROJECT NO. 10-339

30 DANNY WALDEN, PE | QA/QC Manager
Mr. Walden has experience in the design and preparation of preliminary engineering study documents, and final design construction documents. His experience includes transportation roadway design, grading and modeling for freeway, infrastructure and street improvement plans for the California Department of Transportation (Caltrans), and municipal clientele. He has extensiv e knowledge of Caltrans design standards, and his experience working with Caltrans on design -build projects affords him the understanding of working with multiple agencie s simultaneously. Mr. Walden has held roles as task lead, and lead de sign engineer on three of Southern California's most complex design-build projects. Additionally, he has worked on a variety of projects ranging in size from $1 million to $1.6 b illion; most recently working with the San Bernardino County Transportation Authority (SBCTA) on the I-10 Corridor Express Lanes Project Design-Build.

RELEVANT EXPERIENCE
S.R. 91 Corridor Improvement Project (CIP) Design -Build, Riverside County, California. Riverside County Transportation Commission. Segment Roadway Lead. This project cons isted of 16 miles of outside and median freeway widening on the S.R. 91 and I-15 freeways to extend the existing S.R. 91 express la nes 7.5 miles east, and provide direct connector toll lanes to southbound I-15. Segment Roadway Lead responsible for coordinat ing, submitting, and acquiring approval for two of seven design packages, totaling 6 miles of improvements. Complete d Design Exception Fact Sheets, horizontal, vertical, superelevation design, and grading, while coordinating with multiple disciplines. Worked closely with RCTC and Caltrans in Over-the-Shoulder and Joint Resolution Team meetings to manage design issues, r esolve comments, and maintain the accelerated design sched ule.

Assisted in managing compliance with quality contro l for each package submittal.

I-405 Sepulveda Pass HOV Widening Design -Build, Los Angeles County, California. Metro; Lead Roadway Design Engineer. This project added an additional mixed-flow lane to I-405, an HOV lane in the northbound direction, and included reconstruction of 7 interchanges along the 10-mile corridor. Responsible for leading the effort to finalize the roadway geometry while i ncorporating innovative design refinements, such as a mainline shift near the Getty Center to avoid relocation of a large MWD Line , reducing the impact on construction schedule and cost. Also responsible for coordinating, submitting, and acquiring approva l for six of seven design packages, while coordinating with stag e
construction, drainage, and structure disciplines. Worked directly, and daily, with Metro and Caltrans staff on design solutions, comment resolution, and approval of Design Exceptio n Fact Sheets for over 100 nonstandard design elements.

Pavement Resurfacing, La Sierra Avenue, Riverside, California.

Riverside County. Senior Engineer. Responsible for development and obtaining approval of the PS&E package under an aggressive schedule to ensure that the project was able to receive the necessary funding. Michael Baker provided design services for the improvement and repair of La Sierra Avenue's paveme nt. The project included completing field reviews to identify damaged areas in need of repair and upgrades, identifying impacted utilities for necessary relocation and adjustment, and preparing plans, specifications, and estimates. Additionally, Michael Baker reconstructed AC Dike, upgraded metal beam guard ra iling, roadside signs, pavement markings, and reconstructe d curb ramps to meet Americans with Disabilities Act (ADA)
requirements.

Ramona Resurfacing - RCTD. Riverside County. Senior Engineer.

Responsible for development and obtaining approval of the PS&E package under an aggressive schedule to ensure that the project was able to receive the necessary funding.

Years with Michael Baker
8 Years of Experience
20 Education
B.S., 2008, Civil Engineering/Transportation, CalPoly
Pomona
Licenses/Certifications
Professional Engineer - Civil, California, 2014, C
82536
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CITY OF MURRIETA
City Council Meeting Agenda
Report
9/2/2025
Agenda Item No. 8.

TO: HONORABLE MAYOR AND MEMBERS OF THE CITY COUNCIL
FROM: Justin Clifton, City Manager
PREPARED BY: Kristen Crane, Assistant City Manager
SUBJECT:

Receive and File Status Update on City Council Priorities Since Workshop on February 10, 2025

RECOMMENDATION
Receive and file this report providing an update on the status of City Council priority projects since the priorities were last reviewed and confirmed at the City Council Workshop on February 10, 2025.

PRIOR ACTION/VOTE
On February 10, 2025, the City Council held a workshop to review the City’stop priorities through a tiered system (Non-action item).

On July 31, 2024, the City Council held a workshop to establish a tiered list of the City’sprojects based on factors such as priority and funding availability (Non-action item).

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

DISCUSSION
On February 10, 2025, the City Council held a workshop to conduct a comprehensive review of the City of Murrieta’s (City) top priorities, organized through a three-tiered system. This tiered framework was first established during a previous workshop in July 2024. At the February session, the City Council reviewed the status of each project, reassessed their prioritization, and, by consensus, confirmed or adjusted the level of priority as needed. Several new projects were also added to the list. The purpose of this prioritization process is to ensure the City is effectively addressing community needs and enhancing services that are vital to the community’sgrowth and well-being. The resulting list provides strategic direction to staff on where to focus time and resources, while also offering transparency to community stakeholders about the City’s key initiatives.

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Agenda Item No. 8.

The three (3) tiers are defined as follows:
· Tier 1 - Projects are fully-programmed with strategies, workplans, and dedicated resources. While the individual Tier 1 projects may not be fully-funded to completion, work is underway on the current phase by staff and consultants, and the project is generally funded for that phase and potentially beyond; · Tier 2 - Projects are partially-programmed with conceptual strategies, but additional work plans and/or resource dedication are necessary; and
· Tier 3 - Projects are unprogrammed and not yet prioritized by City Council pending development of strategies, workplans, and dedicated resources. They have generally been identified as something of interest and importance but not funded and/or not a major staff work plan item.

Significant highlights from each Tier include:

Tier 1 -
· Amphitheater parking lot - Completed
· Closed escrow on Fire Station 6 property - Completed
· City Hall roof replacement - Completed
· Groundbreaking for Murrieta Hot Springs Road Widening - Completed · Tot-lot renovations/replacements - Completed
· Ribbon Cutting for Glen Arbor Dog Park - Completed
· Murrieta Innovation Center generator - In progress, near completion Tier 2 -
· Public Safety Training Facility Conceptual Design - Completed · PD Building Improvements; Funding for paint and locker rooms - Completed · Community Pool Redesign Community Outreach - Completed · Jefferson Street and Magnolia Street Traffic Signal Engineering Design - In progress Tier 3 -
· City Hall HVAC replacement - Completed
· *Equestrian Center Evacuation - Policy drafted, and stakeholders meetings to take place Attachment 1 to this report provides the status of each project prioritized as Tier 1, 2, or 3 and outlines the planned next steps.

Staff recommends that the City Council receive and file this report as part of the ongoing efforts to strengthen City governance and enhance responsiveness to community needs. The next City Council workshop is planned for January/February 2026 to review the project list and affirm the prioritization.

FISCAL IMPACT
None.

ATTACHMENTS

1. City Council Priorities Tiers 1, 2, and 3
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Agenda Item No. 8.

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Prepared for 9-2-25 City Council Priorities Update 1

Council Priorities
Tier 1 – Fully Programmed
(Solidified as top priorities by City Council that are fully programmed with strategies, workplans, and dedicated resources.)

LARGE SCALE PROJECTS
Fire Station 6

2-3 years after start
of design

$10M - $15M
Description: Build a new Fire Station 6 at the northeast end of the City . Explore interim solutions/service level options to enable service sooner.

Major Milestones:
✓ Acquire property (fall 2024; escrow closed April 2025) – Complete • Plan to budget an estimated $3M(+/-) for annual operating expenses • Prepare conceptual design and cost estimates
• Pursue grants and alternative funding sources
• Plan to secure bond funding when the project advances • Extend water and natural gas infrastructure to the site • Finalize design
• Begin construction

Progress Since February 10, 2025, Workshop:
✓ Acquired property (November 2024 ; e scrow opened December 2024; closed April 2025) – Complete
✓ Installed perimeter fencing to prevent trespassing and illegal dumping – Complete

Anticipated Next Steps through June 30, 2026:
✓ Resolve title issues – Complete
• Review potential interim operational models
• Release RFP for design once financial commitment is secured • Extend utilities to the future fire station site

Project Lead: Municipal Services, Fire, City Manager’s Office Project Support: Development Services, Public Works/Engineering Estimated Council Meetings: 2-5
Amphitheater
Parking Lot

2024- 2025

$3.5M
Description: Construct parking for the amphitheater, including ADA, landscaping, and monument sign.

Major Milestones:
✓ Design (summer 2024) – Complete
✓ Bid process (fall 2024) – Complete
✓ Construction (spring 2025) – Complete

Progress Since February 10, 2025, Workshop:
✓ Construction (November 2024; February 2025) – Complete ✓ Notice of Completion issued July 2025 – Complete

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Prepared for 9-2-25 City Council Priorities Update 2

Anticipated Next Steps through June 30, 2026:
• N/A

Project Lead: Community Services
Project Support: City Manager’s Office, Public Works/Engineering Estimated Council Meetings: 1-2
Los Alamos Soccer
Complex

2024-2028

$10M-$15M
Description: Rehabilitate existing fields, build new fields and related facilities.

Major Milestones:
• Revised Murrieta Soccer pro forma (fall 2024) — Murrieta Soccer currently on hold pending merger with a new soccer club • Bond financing (winter 2024) — On hold pending environmental review • Rehab existing fields (fall 2024 through summer 2025) — On hold pending Murrieta Soccer readiness to proceed
• Environmental clearances for expansion (2026–2027)
• Design new fields/facilities (2026)
• Construction (2027–2028)

Progress Since February 10, 2025, Workshop:
• Met with Murrieta Soccer Club (September), including follow -up phone conversations
• City Council’s Ad -Hoc Subcommittee met to discuss environmental clearances
• Pro Forma received; currently under review (July 2025)

Anticipated Next Steps through June 30, 2026:
• Ad-Hoc Subcommittee to review and recommend to staff and City Council – On-going
• Continue progress on required environmental clearances – On-going

Project Lead: City Manager’s Office, Development Services Project Support: Community Services, Finance, Public Works/Engineering , Municipal Services
Estimated Council Meetings: 4-6
Keller Road
Interchange

$55M
Description: Build a new interchange at Keller Road and Interstate 215.

Major Milestones:
• Rights of Way acquisition
• Preliminary design at 65% plans
• Environmental document approval
• Design Plans/Specs/Estimates
• Secure $29+ million in additional funding
• Construction

Progress Since February 10, 2025, Workshop:
✓ Cooperative Agreement with Caltrans for Plans, Specifications, and Engineering (PS&E) and Right -of-Way process (Nov ember 2024) – Approved
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Prepared for 9-2-25 City Council Priorities Update 3

✓ Draft Environmental Document (DED) underway by Caltrans – In review ✓ Technical memos and documents updated – Approved
✓ Vehicle Miles Travelled (VMT) exemption – Approved
✓ Federal RAISE/BUILD grant application – Submitted

Anticipated Next Steps through June 30, 2026:
✓ Circulate DED for review (through July 29, 2025) – Complete • Preliminary Right of Way engineering – Started
• Final Environmental Document approval anticipated (December 2025) • Final Project Report approval anticipated (December 2025) • Mark Thomas & Company hired to complete 65% –100% design plans (August 2025); estimated completion (June 2026)

Project Lead: Public Works/Engineering, City Manager’s Office Project Support: Public Works/Engineering
Estimated Council Meetings: 4-6
Library Expansion

2024-2026

$8M
Description: Expand Library facility by approximately 4,500 square feet.

Major Milestones:
✓ Conceptual design (spring 2024) – Complete
✓ Funding plan determined (summer 2024) – Complete
✓ Final design (summer 2024 through spring 2025) – Complete • Construction begins (summer 2025) – On-going
• Construction complete (summer 2026)

Progress Since February 10, 2025, Workshop:
✓ Design development – Complete
✓ Construction bid package – Complete
✓ Project bidding – Complete
• Fundraising for $500,000

Anticipated Next Steps through June 30, 2026:
✓ Award of construction contract (August 2025) – Complete ✓ Approve interfund loan (August 2025) – Complete
• Enhance fundraising efforts to support the Library Foundation in achieving its goal
• Construction anticipated completion (summer 2026)
• Purchase furnishings and equipment using cooperative purchasing contracts

Project Lead: Municipal Services
Project Support: City Manager’s Office, Public Works/Engineering , Community Services
Estimated Council Meetings: 2-3
Murrieta Hot
Springs Road
Widening
Description: Widen Murrieta Hot Springs Road between Margarita and Winchester Roads.

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Prepared for 9-2-25 City Council Priorities Update 4

2024-2026

$15M
Major Milestones:
✓ Design – Complete
✓ Right-of-Way Acquisition – Complete
✓ Construction anticipated to begin (August 2025) – Complete • Public Outreach during construction – On-going

Progress Since February 10, 2025, Workshop:
✓ Utility easements obtained – Complete
✓ Construction contract out to bid (December 2024) – Complete ✓ Opened bids (April 2025) – Complete
✓ Awarded construction contract (June 2025) – Complete
✓ Strategic communications with public and local businesses – On-going

Anticipated Next Steps through June 30, 2026:
• Continue strategic communications with the public and local businesses throughout construction – On-going
• Begin construction (August 2025); complete (June 2026)

Project Lead: Public Works/Engineering
Project Support: City Manager’s Office
Estimated Council Meetings: 1-3
Pickleball Courts

2024 – 2025

$400K
Description: Build new pickleball courts to accommodate significant demand.

Major Milestones:
✓ Identify and select locations (fall 2024) – Complete
✓ CEQA analysis, where necessary – Complete
• Design
• Construction (winter 2025)

Progress Since February 10, 2025, Workshop:
✓ Project plans for Firefighters Park (November 2024) – Complete ✓ 95% project plans for Alderwood Park (January 2025) – Complete

Anticipated Next Steps through June 30, 2026:
• 100% project plans for Alderwood Park (August 2025)
• Develop job order contracting proposal (October 2025) • Construction contract approval (November 2025)
• Begin construction on Alderwood Park (November 2025)

Project Lead: Municipal Services
Project Support: City Manager’s Office, Community Services Estimated Council Meetings: 2-3
Fire Stations 1, 2,
and 3 Remodel

$5.6M
Description: Stations need updating and coed facilities added.

Major Milestones:
• Funding for Station 1 - $1.6M – Complete
• Secure funding for Stations 2 and 3 - $4M combined
• Design
• Construction
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Progress Since February 10, 2025, Workshop:
• Station 1 Design Concept – Complete
• Architect advancing 100% construction plans and specifications; estimated completion (November 2025)
• Moved from Tier 2 – February 2025

Anticipated Next Steps through June 30, 2026:
• Complete 100% construction plans and specifications, and final plan check, for Station 1 (November 2025)
• Bid Station 1 Improvement Project (January 2026)
• Begin Station 1 Construction (March 2026)
• Complete remodel of Station 1 (November 2026)
• Move to Station 3 design (January 2026)

Project Lead: Fire
Project Support: City Manager’s Office, Municipal Services Estimated Council Meetings: 1-2
Equestrian Facility –
Evaluation of
Options
Description: Work with the Sheriff’s Department to explore a long -term partnership for their use of the space and improvements . Also work with the Juniper Trails tenant.

Major Milestones:
✓ Determine needs of the Sheriff’s Office – Complete
✓ Determine needs of tenant Juniper Trails – Complete
✓ Draft MOU outlining roles and responsibilities– N/A
• Review and revise site leases
• Complete or oversee site improvements

Progress February 10, 2025, Workshop:
✓ Sheriff’s Department is not interested at this time – Complete ✓ Negotiated a short-term license agreement extension with Juniper Trails approved by City Council (January 21, 2025) – Complete
✓ Completed roof repairs for one of the structures on the property to prevent further water intrusion and damage – Complete

Anticipated Next Steps through June 30, 2026:
• Explore facility needs and concepts for a potential long-term plan to make the space usable
• Will need to work on more long -term plan for Juniper Trails since new temporary license agreement is short-term
• Need to consider emergency repairs , temporary preventative maintenance, and critical maintenance for the overall property, to include roof repairs

Project Lead: City Manager’s Office, Community Services Project Support: Public Works/Engineering , Development Services , Municipal Services
Estimated Council Meetings: 2
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General Plan
Cleanup

2025-2026

Phase 1 $410K
(funded)
Phase 2 $390K
(unfunded)
Description: Major elements of the update include revising Climate Action Plan, traffic model, Safety Element, mapping/graphics updates, other miscellaneous document updates, updated noise ordinance, and updated lighting ordinance.

Major Milestones:
• Revisions to various General Plan elements (spring 2025); 75% complete; expect full completion (fall 2025)
✓ Public Outreach (spring 2025) – Complete
• CEQA Document Preparation (summer 2025); delayed due to Keyhole overlay zone considerations/timing and need to complete Plan elements (winter 2025)
• Draft General Plan Document Preparation (fall 2025)
• Public Hearings/Final Documents (winter 2025)

Progress Since February 10, 2025, Workshop:
✓ Project kick-off with Consultant Team – Complete
• Bi-weekly meetings – On-going

Anticipated Next Steps through June 30, 2026:
• Preparing revisions to the General Plan and associated documents • Public Workshop(s)
• Fully fund Phase 2 work for CAP and CEQA document

Project Lead: Development Services
Project support: Public Works/Engineering , Fire, Police, Community Services, Economic Development, City Manager’s Office
Planning Commission Meetings: 2-3
Council Meetings: 2-3
Sidewalk Vendor
Policy
Description: New regulations addressing street vending.

Progress Since February 10, 2025, Workshop:
• Moved from Tier 3 – February 2025

Anticipated Next Steps through June 30, 2026:
• Preparing revisions to the Municipal Code
• Depending on timing, consider incorporating into Code Enforcement Ad - hoc Subcommittee recommendations and next steps

Project Lead: Development Services
Project support: City Attorney, City Manager’s Office, Police Planning Commission Meetings: 1
Council Meetings: 2
Keyhole Overlay
Zone
Description: Develop a n Overlay Zone for the “keyhole area,” comprised of 51 properties in the area bordered by Clinton Keith Road, Whitewood Road, Baxter Road, and the City boundary on the east. The area lacks water infrastructure and consolidated planning, hindering development.

Progress Since February 10, 2025, Workshop:
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Prepared for 9-2-25 City Council Priorities Update 7

• On-going meetings with Eastern Municipal Water District (EMWD) and property owners regarding future development
• Prepared draft guiding principles for infrastructure build -out, M WD Annexation process, development timing, financing, etc. • Incorporating this project into the General Plan clean-up project • Moved from Tier 3 – February 2025

Anticipated Next Steps through June 30, 2026:
• Continue conversations with property owners, EMWD, and City staff

Project Lead: City Manager’s Office and Development Services Project support: Public Works/Engineering , Economic Development, Fire, City Attorney, City Manager’s Office, Finance
Planning Commission Meetings: 1
Council Meetings: 2
Development
Approval Process
Deep Dive
Description: An opportunity for a more elaborate examination of current staffing and processes to identify opportunities for improvement.

Progress Since February 10, 2025, Workshop:
• Internal City Manager/Director meetings to review SWOT analysis – In progress
• Identifying initial action steps to gather feedback – In progress • Moved from Tier 3 – Feb 2025
Line F Drainage
Improvements

$9M
Description: Improve Line F to address area flooding in and around Kalmia Street and enable property development. Project extends from Washington Avenue to Murrieta Creek.

Major Milestones:
• Environmental and Civil Engineering Design
• Secure Funding
• Regulatory Agency Permits
• Construction

Progress Since February 10, 2025, Workshop:
✓ Funding r equest from Riverside County Flood Control District (RCFCD) Zone 7 CIP – Denied
✓ Issued RFQ for design services (February 2025)
✓ Prepared Project Schedule – Complete
✓ Design agreement (July 2025) – Approved and Complete
• Moved from Tier 2 – February 2025

Anticipated Next Steps through June 30, 2026:
• Start Phase 1 preliminary engineering with RCFCD
• Proceed with Phase 2 final engineering
• Continue securing funding; reapply for RCFCD Zone 7 CIP

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Line G Drainage
Improvements

$10M
Description: Improve Line G and address flooding at Washington Avenue and public safety concerns. Project extends from Nutmeg Street crossing to Murrieta Creek.

Major Milestones:
• Environmental and Civil Engineering Design
• Secure Funding
• Regulatory Agency Permits
• Construction

Progress Since February 10, 2025, Workshop:
• Project pending start
• Moved from Tier 2 – February 2025

Anticipated Next Steps through June 30, 2026:
• Prepare project schedule
• Prepare RFQ to select design consultant
Line D Box Culvert
Extension

$1.5M
Description: Re-build Line D box culvert to allow the widening of Murrieta Hot Springs Road.

Major Milestones:
• Environmental and Civil Engineering Design
• Regulatory Agency Permits
• Construction

Progress Since February 10, 2025, Workshop:
• Project pending start
• Moved from Tier 2 – February 2025

Anticipated Next Steps through June 30, 2026:
• Prepare project schedule
• Prepare RFP to select design consultant
• Commence with environmental and civil engineering design Town Hall Meeting/
Community Summit
regarding
Changes in
California Housing
Law
Description: Hold a Town Hall meeting or community summit to discuss changes in California multi-family housing building laws and affordable housing. Assist with supporting City Council effort to disseminate the resolution regarding local control approved by the City Council in December 2024.

Progress Since February 10, 2025, Workshop:
• Moved from Tier 3 – February 2025

Anticipated Next Steps through June 30, 2026:
✓ Townhall (April 15, 2025) – Complete

Project Lead: City Manager’s Office, Development Services Project support: City Clerk’s Office
Planning Commission Meetings: Not Applicable
Council Meetings: Not Applicable
166

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Pursuit of a
Statewide Ballot
Initiative re.

Local Control for
Land Use
Description: Consider pursuing a statewide ballot initiative for the November 2026 ballot for a State Constitutional Amendment regarding local control for land use.

Anticipated Next Steps through June 30, 2026:
✓ Prepare for City Council consideration a road map of what the steps would be and what the City’s role could be – Complete
✓ Prepare project schedule – Complete
• Formulate next steps based on City Council direction
• Based on timing required for (November 2026) ballot, City Council Members were going to take the lead on soliciting other cities to pass the resolution

Project Lead: City Manager’s Office, City Attorney’s Office Project support: City Clerk’s Office, Development Services Planning Commission Meetings: Not Applicable
Council Meetings: 1-3
Traffic Pilot Program
Description: Implement traffic pilot program along Los Alamos Road, between Hospitality Place and Whitewood Road, to determine effectiveness of implementing manual traffic control within the Traffic Management Center during peak congestion.

Progress Since February 10, 2025, Workshop:
✓ Pilot program concept presented to City Council – Approved ✓ Updated traffic signal coordination timing with Caltrans intersections on Los Alamos Road – Complete
✓ Initial travel runs performed (April 2025) – Complete ✓ Staff observations:
o East-bound left -turn at Whitewood Road backed up to I -215 South-bound ramps during PM peak period.
o Westbound left -turn at Hancock Avenue exceeds storage, and queues into through travel lanes during peak periods.
o Left-turn at I -215 North-bound ramp causes left -turn vehicles to queue into the through lanes during AM peak period.
• New in February 2025

Anticipated Next Steps through June 30, 2026:
• Prepare updated timing plans to increase overall cycle length to reduce queuing at Whitewood Road.
• Install dual left -turn lanes for the west-bound approach to Hancock Avenue to address storage issues. This can be done with the Los Alamos Pavement Rehabilitation project planned for (fall 2025). • Work with Caltrans to change the left-turn at the I -215 signals to leading instead of lagging.
• After completion of changes, perform travel runs again when school is in session to determine effectiveness of improvements. Expected (spring 2026).
• Report back findings to City Council.

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SMALL SCALE PROJECTS
ADA Improvements

Description: Preparation of ADA Transition Plan is complete. Annual curb ramp, sidewalk, and traffic signal retrofit per consent decree. Additional improvements are required at parks, facilities, trails, and other programmatic and physical areas.

Projects will take place over 25 years. Estimated to cost $62 million.

Progress Since February 10, 2025, Workshop:
✓ Court Consent Decree between parties (November 2024) – Approved ✓ Funded work identified in the ADA Transition Plan and Consent Decree during the biennial budget process – Complete

Anticipated Next Steps through June 30, 2026:
• Consultant will continue to work with staff to track and complete first year of work specified in the Consent Decree
• Consultant will continue to work with staff to track and complete additional work identified in the ADA Transition Plan
Improvements at
the MIC
Progress Since July 31, 2024, Workshop:
✓ Expanding resources at Murrieta Innovation Center (MIC) – In progress ✓ Grant funds awarded and reimbursed; design and bid process – Complete

Anticipated Next Steps through June 30, 2026:
✓ Construction contract awarded (February 2025) – Complete ✓ Construction began (March 2025) – Complete
• Currently 20% complete; framing 90% complete
• Tentative completion; turnover to City Q4 (November 2025) • Estimated groundbreaking (January 2026)
Tot Lot Replacement
Description: Four (4) additional tot-lots to be designed and constructed.

Progress Since February 10, 2025, Workshop:
✓ Construction improvements approved by City Council (July 2025) – Complete
City Hall Roof
Replacement
Description: Needed to address aging facility.

Progress Since February 10, 2025, Workshop:
✓ Bidding for Project – Complete
✓ Construction started (July 2025); and finished (August 2025) – Complete

Anticipated Next Steps through June 30, 2026:
• Notice of Completion to Council (September 2025)
City Hall and Fire
Generators
Progress Since February 10, 2025, Workshop:
✓ Replacing emergency generators; grant acquired – Complete ✓ Design finalized; contractor on-board – Complete

Anticipated Next Steps through June 30, 2026:
✓ Generator installation scheduled, pending generator availability due to long lead time; estimated cost $800,000 (spring 2025) – Complete 168

Prepared for 9-2-25 City Council Priorities Update 11

Municipal Services
Yard Modular
Offices
Description: Construct site improvements and install new module offices at Municipal Services Yard.

Progress Since February 10, 2025, Workshop:
✓ LAFCO to consider annexation of Municipal Services Yard into Rancho California Water District (water) and Eastern Municipal Water District (wastewater) (July 2025). – Complete

Anticipated Next Steps through June 30, 2026:
• Reassess staff space needs for 5–10 years (July 2025) • Solicit modular office vendor proposals (August 2025) • Finalize site preparation design for modulars (October 2025) • Project bidding (December 2025)
• Start construction (February 2026)
• Install modular offices (May 2026)
Fire Station #1
Concrete
Replacement
Description: Project to replace concrete driveways at Fire Admin/Station 1 and connect the facility to the sewer system. Construction schedule is dependent on funding and could be scheduled for fall 2025 with an estimated cost of $3M for construction and an additional $450,000 for a 15% construction contingency.

Library Flooring and
Soundproof Walls
Description: Installation of new flooring and soundproofing panels. Work to be coordinated with Library expansion to minimize disruptions.

Glen Arbor Dog Park
Description: Construct large and small dog area, provide ADA accessibility, and construct new parking lot.

Progress Since February 10, 2025, Workshop:
✓ Design – Complete
✓ Construction began (April 2025) – Complete

Anticipated Next Steps through June 30, 2026:
✓ Construction finished (August 2025) – Complete
• Notice of Completion (September 2025)
Murrieta Hot
Springs and Alta
Murrieta
Intersection
Description: Eastbound right-turn lane into Murrieta Plaza shopping center.

Progress Since February 10, 2025, Workshop:
✓ Design and Right-of-Way acquisition – Complete
✓ Bid construction (February 2025) – Complete
✓ Award construction contract (April 2025) – Complete
✓ Issue Notice to Proceed (June 15, 2025) – Complete

Anticipated Next Steps through June 30, 2026:
• Contractor waiting on approval of materials submittals to Eastern Municipal Water District
• Construction anticipated to commence (September 2025); and completed (January 2026)
Various Storm Drain
Trash Interceptors
Description: Install trash interceptors in existing storm drain catch basins within multi-family, commercial, and industrial zones, as required by the National Pollutant Discharge Elimination System (NPDES) permit.
169

Prepared for 9-2-25 City Council Priorities Update 12

Traffic Signal Sync Description: Traffic signal modifications to optimize traffic flow utilizing Air Quality Management District (AQMD) funds.

Hillside Ordinance
Progress Since February 10, 2025, Workshop:
• Reviewing and adjusting regulations for development on hillsides

Anticipated Next Steps through June 30, 2026:
• A series of workshops is due back to City Council (fall 2025) 6th Code Update ✓ 6th Code revisions have been approved by City Council – Complete Code Enforcement
Revisions
Progress Since February 10, 2025, Workshop:
✓ Facilitated meetings of City Council Code Enforcement Ad-Hoc Subcommittee – On-going
✓ Ad-Hoc Subcommittee has identified recommendations and findings for City Council consideration in a future workshop – On-going

Anticipated Next Steps through June 30, 2026:
• Next steps for action items will be determined based on future City Council workshop and City Council direction
Surplus Lands Act
Progress Since February 10, 2025, Workshop:
• Staff examining opportunities for disposition of various City property holdings

Anticipated Next Steps through June 30, 2026:
• Continued work on the SLA process as applicable
Public Safety
Community
Financing District
(CFD)
Description: An effort to create a new assessment district to ensure the City’s public safety agencies can maintain standards as the City grows.

Progress Since February 10, 2025, Workshop:
• Work continued to establish the first CFD for Public Safety Services

Anticipated Next Steps through June 30, 2026:
✓ Adoption of the Resolution of Intention to form and public hearing scheduled for Q2 (2025) – Complete
✓ Formation of CFD 2025-S for public safety established (July 2025) – Complete
• Meeting with DSD + Engineer to establish procedures to include annexation requirements as part of COA

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Council Priorities
Tier 2 – Partially Programmed
(Identified priorities by City Council that are partially programmed with conceptual strategies but where additional workplans and/or resource dedication are necessary)

LARGE SCALE PROJECTS
Public Safety
Training Facility

$20M - $27M for
Phase I

$18M for
Phase II
Description: Phase I: Construct a fire tower, indoor shooting range, and classroom space for regional public safety and education agencies . Phase II: Con struct additional storage space and a multi-story commercial training facility.

Major Milestones for Phase I:
✓ Conceptual design – Complete
• Seek funding partners
• Design – including value engineering to reduce costs
• Construction
• May require relocation of the Public Works Yard

Progress Since February 10, 2025, Workshop:
• None

Anticipated Next Steps through June 30, 2026:
• Meet with Mt. San Jacinto Community College District to explore, confirm, and solidify partnership and MSJC funding contribution • Pending information on MSJC funding and timing, reengage the contracted designer to begin work on construction documents for the facility, or look at phasing alternatives
Madison Specific
Plan/
Infrastructure
Development
2025-2026

$525K
Description: Partner with RCWD/WMWD to use ARPA funds to extend water and sewer infrastructure and plan area for economic development. Additionally, a Specific Plan would be developed to promote economic development.

Major Milestones:
• Secure funding for Specific Plan from City Council (spring 2025); project remained unfunded after budget process
• Issue RFP for specific plan preparation; CEQA document (summer 2025) • Community Outreach (fall 2025); on hold until project funded • Draft Specific Plan and CEQA document (winter 2026); on hold until project is funded
• Public Hearings (spring 2026); on hold until project is funded

Progress Since February 10, 2025, Workshop:
• None (not funded)

Anticipated Next Steps through June 30, 2026:
• Include funding in the budget (FY 2025/26); on hold until project is funded
• Issue an RFP for a consultant (summer 2025); on hold until project is funded
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• Consultant selection (summer 2025); on hold until project is funded • Public scoping meetings (fall/winter 2025); on hold until project is funded Final draft specific plan and CEQA doc preparation (summer 2026); on hold until project is funded
• Adoption (fall 2026; on hold until project is funded)

Project Lead: Development Services
Project Support: Public Works/Engineering , City Manager’s Office, Economic Development
Planning Commission Meetings: 2-3
Estimated Council Meetings: 2-4
Fire Station 5
Permanent
Structure

$4M
Description: Adding a permanent structure at Station 5 to replace the modular.

Major Milestones:
• Secure funding
• Design/selection
• Construction

Progress Since February 10, 2025, Workshop:
• None

Anticipated Next Steps through June 30, 2026:
• Monitor development and road networks on west side of City to determine if current site will be suitable to serve western portion of City at build-out

Community Pool
Redesign

$10M - $13M
Description: Locate and construct the Community Pool.

Major Milestones:
✓ Extensive community outreach – Complete
• Draft conceptual plan developed ; n ot presented to City Council since work was stopped based on prioritization and resource availability. • Secure funding
• Design
• Construction

Progress Since February 10, 2025, Workshop:
• None, Funding has not been identified

Anticipated Next Steps through June 30, 2026:
• None
Water System
Infrastructure
Review
Description: Work with the four local water districts to understand and consider build-out infrastructure that may be needed to support anticipated development and potential financing strategies.

Progress Since February 10, 2025, Workshop:
• Staff has provided Western Municipal Water District with information on potential future development within their service area for consideration as part of their master plan update.
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• Ongoing discussions with Eastern Municipal Water District with information on potential future development within their service area, including the Keyhole.
• New in February 2025

Citywide Drainage
Improvement
Projects Plan
Description: Develop a work plan for moving forward with drainage projects around the City that are funded/partially -funded in the Capital Improvement Plan.

Major Milestones:
• Review the list of partially-funded drainage projects in the CIP to prioritize and develop a work plan for moving forward
• Develop a funding plan
• Design / Environmental / Construction

Progress Since February 10, 2025, Workshop:
• Assigned staffing to Line F project and distributed RFQ to select consultant.

Anticipated Next Steps through June 30, 2026:
• Establish Work Plan to manage the work effort for the various large Drainage Improvement projects in the CIP
• Develop realistic schedule based on current staffing
• Develop funding strategy, including available grants and RCFCD funding Open Channel
Drainage
Maintenance
Permit

$1.25M
Description: Permit the City to perform regular maintenance of open drainage channels within the City.

Major Milestones:
• Phase 1: Research and establish regulatory framework needed to permit • Phase 2: Technical studies, establish open channel maintenance priorities • Phase 3: Establish impacts, mitigation plans, permitting with Regulatory Agencies
• Secure funding
• Prepare operations plan to perform maintenance

Progress Since February 10, 2025, Workshop:
• Reissue the RFQ
• Complete the selection process
• Move the project forward without further delay
• Assign a dedicated project manager to oversee progress and manage the project

Anticipated Next Steps through June 30, 2026:
• Select environmental consultant
• Commence with Phase 1 and Phase 2
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Jefferson St. and
Magnolia St.

Traffic Signal

$1M
Description: Traffic signal installation to address increased traffic volumes; project cost estimate of $1M utilizes DIF – Traffic signals.

Major Milestones:
• Civil engineering design
• Funding secured
• Construction

Progress Since February 10, 2025, Workshop:
✓ Commenced with engineering design through 90% – In progress

Anticipated Next Steps through June 30, 2026:
• Design completion expected (August 2025)
• Bid and award project (October 2025)
• Signal expected to start construction (end of 2025 to May 2026) Tour de Murrieta
Description: An opportunity to make Tour de Murrieta a marquee annual event for the City and the best cycling race in the state.

Progress Since February 10, 2025, Workshop:
• A meeting occurred with the event organizer. A meeting and site visit are being scheduled with the City of Redlands, which hosts the Tour de Redlands, to seek clarity on their governing model, operations, and financial structure to see if that could be a template for something similar in Murrieta.
• Moved from Tier 3 – February 2025

SMALL SCALE PROJECTS
PD Building
Improvements
✓ Funding for paint and locker rooms secured – Complete • Traffic Bureau remodel (estimate $115K) – In progress Murrieta Creek
Drainage
Improvements
Description: Army Corp of Engineers project.

• Phase 2B : Rancho California Road to Winchester Road is scheduled to begin construction in 2025.
• Phase 2C: Winchester Road fix bridge abutment repair, not included with the 2025 construction and is unfunded.
• Phase 3: Unfunded and the schedule is unknown at this time.

Various Traffic
Signal Upgrades
Description: Ongoing program to modify existing traffic signals as needed; $150,000 utilizes Measure A and Gas Tax for maintenance operations.

Storm Drain
Master Plan
Description: Prepare citywide master drainage plan to identify deficient drainage facilities to address flood control needs. $250,000 budgeted. RFP prepared and to be issued to select a consultant to commence in 2025. Completion expected in 2026.

Vintage Reserve
Restroom
Description: A new project listed on the Development Impact Fee (DIF) schedule to replace existing porta-potty at Vintage Reserve Park and construct permanent facility. Work to include new water service.

Progress Since February 10, 2025, Workshop:
• Moved from Tier 3 – February 2025

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Council Priorities
Tier 3 – Unprogrammed
(Unprogrammed projects/programs not yet prioritized by City Council pending development of strategies, workplans, and dedicated resources.)

LARGE SCALE PROJECTS
Parking
Structure
Description: Consider assessing the need, identifying a site , and constructing a parking lot or parking structure to support downtown.

Civic Center
Development Description: Space plan for future expansion of City Hall and other potential uses.

Expand PD
Facility
Description: Needed to accommodate growing staﬀ – funding for this project should be in place (FY30); estimated at $10 to $15 M). PD site has room for expansion.

Murrieta Youth
Center Phase 2
Description: Original construction of Youth Center contemplated a future Phase 2 – gymnasium expansion.

Develop
Pioneer Park Description: An opportunity to meet the growing demand for park amenities.

Murrieta Creek
Regional Trail
Description: Connecting existing regional trail segments. Trails Master Plan will address this.

Progress Since February 10, 2025, Workshop:
 Work continued and approved on draft Trails Master Plan by City Council on (June 3, 2025) – Complete
Loan Program
for Water/Sewer
Connections
A potential strategy to oﬀset the high costs of extending infrastructure in some locations. (Remove; No longer a priority)
Create a Public
Art Program
Description: An opportunity to beautify the community and reinforce community connection.

• Staﬀ working group developed smaller-scale pilot program ideas • P r o g r a m o n h o l d ( d u e t o F Y 2 0 2 4/25-2025/26) budget reductions, and other priorities.

Regular
Community
Cleanup Events
Description: An opportunity to beautify the community . Involves City staﬀ facilitating community clean-up events with volunteers.

Develop BMX
Pump Track Description: An opportunity for new recreational facilities.

SMALL SCALE PROJECTS
Alderwood Park
Splash Pad
Description: Creates an opportunity for water-related play. Availability of funding will be determined after the construction of pickleball courts.

Vacant Land
Planning Description: Addressing needs and potential opportunities with City-owned land.

Whitewood
Widening Hunter
to Clinton Keith
Description: Addition of second northbound lane to complete four -lane section; recently requested TUMF funding to oﬀset costs; utilize DIF –Streets for design and construction.

Progress Since February 10, 2025, Workshop:
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Prepared for 9-2-25 City Council Priorities Update 2

 RFP prepared and distributed (February 2025) – Complete  Negotiating Fee with Design Consultant – Complete
 City Council awarded a design contract at the City Council meeting (August 19, 2025) – Complete

Anticipated Next Steps through June 30, 2026:
• Approve design agreement (fall 2025)
• Commence with civil design and environmental
Roadside
Memorial Policy
Description: Requested by some residents to create a policy governing roadside memorials.

Replace Kitchen
at the
Community
Center
Description: Project consists of renovating the kitchen at the Murrieta Community Center, including bringing issues into compliance, upgrades to commercial appliances, and overall renovations.

• Project on hold due to funding and priority.

City Hall HVAC
Replacement  Needed to address aging facility. – Complete Support New
Community and
Holiday Events
Description: Interest in creating new community celebrations and connections.

Greater
Activation of
Amphitheater
Description: Pursue opportunities to expand programming using the City’s Amphitheater. City Council ad hoc committee formed.

• Ad-Hoc Committee is meeting to review policies and fee schedule.

Revamp PEG
Channel Description: Enhance public outreach content.

Equestrian
Evacuation
Guidelines

Description: Establish equestrian evacuation guidelines.

Progress Since February 10, 2025, Workshop:
 Staﬀ conducted an Equestrian Round Table to discuss the current and planned large animal evacuation plans. This meeting was attended by City staﬀ, City Council Members, and members of the public/equestrian community stakeholders (October 7, 2024). – Complete
 Continued work to coordinate with Riverside County Emergency.

Management Department (EMD) and various public stakeholders for animal evacuations. – Complete
 Development of a draft evacuation plan that can be shared with emergency responders. – Complete
 Continued work with Genasys Evacuation Software for improved messaging during evacuations. – Complete
• This plan is in place and will require regular upkeep and community events, but there will not likely be more plan development.
*Policy drafted and meetings with stakeholders to take place.

Hawk Ranch  Meeting with Hawk Ranch regarding new Conditional Use Permit (CUP) requirements. – Complete
Champions for
Murrieta
Add presentation to Council meetings to recognize individual local community champion selected by a Council Member on a rotating basis. (Remove; now an operational item)

176
City Council Priorities Tiers 1, 2, and 3 Organized by City Council Goals – Based on Current Prioritization City Council Update 1 Provide a High Level of
Innovative Public Safety
Aggressively Pursue Economic
Development
Maintain a High-Performing
Organization…
Plan, Program & Create Infrastructure
Development
Coordinate & Develop Responsive,
Effective Community Services
Foster & Promote an Engaged
Connected & Caring
Community
TIER 1 TIER 1 TIER 1 TIER 1 TIER 1 TIER 1
Fire Station 6 Improvements at the MIC City Hall and Fire Generator Replacement Amphitheater Parking Lot Los Alamos Soccer Complex Sidewalk Vendor Policy (Moved from Tier 3 – Feb 2025)
Fire Station 1 Concrete Replacement Surplus Lands Act Public Works Modular Offices Keller Road Interchange Library Expansion Town Hall Meeting/Comm. Summit
Re: Changes in Ca. Housing Law -
(Moved from Tier 3 – Feb 2025)
Public Safety CFD Keyhole Overlay Zone
(Moved from Tier 3 – Feb 2025) City Hall Roof Replacement – Done Murrieta Hot Springs Road Widening Pickleball Courts Ballot Measure - (New in Feb 2025) Remodel Fire Stations 1,2 & 3
(Moved from Tier 2 – Feb 2025) TIER 2 Development Approval Process Deep Dive – (Moved from Tier 3 – Feb 2025)
ADA Improvements Equestrian Facility – Eval of Options TIER 2 TIER 2 Madison Speciﬁc Plan TIER 2 Murrieta Hot Springs/Alta Murrieta Intersection Tot Lot Replacement TIER 3
Public Safety Training Facility Tour de Murrieta
(Moved from Tier 3 – Feb 2025) TIER 3 Various Storm Drain Trash Interceptors Library Flooring and Soundproof Walls Create a Public Art Program Fire Station 5 Permanent
Structure TIER 3 Civic Center Development Hillside Ordinance Glen Arbor Dog Park - Done Support Community Events New Holiday Events
PD Building Improvements Downtown Parking Structure Replace kitchen at Community Center General Plan Cleanup Traffic Signal Synchronization Greater Activation of Amphitheater TIER 3 Vacant Land Planning City Hall HVAC Replacement - Done
Traffic Pilot Program
(New in Feb 2025) Code Enforcement Revisions Revamp PEG Channel Expand PD Facility Line F Drainage Improvements
(Moved from Tier 2 – Feb 2025) TIER 2
Line G Drainage Improvements
(Moved from Tier 2 – Feb 2025) Community Pool Redesign
Line D Box Culvert Extension
(Moved from Tier 2 – Feb 2025)
Vintage Reserve Restroom
(Moved from Tier 3 – Feb 2025)
TIER 2 TIER 3
Citywide Drainage Improvement Projects Plan Murrieta Youth Center Phase 2 Open Channel Drainage Maintenance Permit Develop Pioneer Park Jefferson St. and Magnolia St. Traffic Signal Murrieta Creek Regional Trail Murrieta Creek Drainage Improvements Regular Community Cleanup Events Various Traffic Signal Upgrades Alderwood Park Splash Pad Storm Drain Master Plan Roadside Memorial Policy
Water System Infrastructure Review –
(New in Feb 2025) Develop BMX Pump Track
TIER 3 *Equestrian Evac. Guidelines – (Policy
drafted, meetings w/stakeholders TBD)
Whitewood Widening-Hunter to Clinton Keith Rd3
177

CITY OF MURRIETA
City Council Meeting Agenda
Report
9/2/2025
Agenda Item No. 9.

TO: HONORABLE MAYOR AND MEMBERS OF THE CITY COUNCIL
FROM: David Chantarangsu, AICP, Development Services Director PREPARED BY: David Chantarangsu, AICP, Development Services Director SUBJECT:

Introduction of an Ordinance Authorizing a Development Agreement between the City of Murrieta and Domenigoni Barton Properties, LLC., and Tres Estrellas, LLC.

Related to the Development of the Triangle

RECOMMENDATION
Conduct the Public Hearing;
Find that the adoption of the ordinance authorizing the Development Agreement is consistent with the approved 2024 Addendum to the Subsequent Environmental Impact Report certified for the Triangle Specific Plan (State Clearinghouse No. 2008061104) as described in this staff report and the proposed ordinance; and Introduce and conduct the first reading of Ordinance No. 623-25 entitled: An Ordinance of the City Council of the City of Murrieta Approving Development Agreement 2024-00004 with Tres Estrellas, LLC and Domenigoni Barton Properties, LLC for the Shops at the Triangle Project Located on Approximately 64.3 Acres Located on the South Side of Murrieta Hot Springs Road between Interstate 15 and Interstate 215 (Development Agreement).

PRIOR ACTION/VOTE
On August 20, 2024, the City Council took several actions approving the 2024 Addendum, Specific Plan Amendment 2023-00003, Tentative Tract Map 38622 (TTM-2022-2706), and Development Plan 2022-2705 (Vote: 5-0).

On September 3, 2024, the City Council adopted Ordinance No. 607-24 approving and adopting Triangle Specific Plan Amendment No. 2 (Specific Plan Amendment 2023-00003), to Specific Plan No. 276 (Vote: 5-0).

On August 13, 2025, after conducting a public hearing, the Planning Commission voted to recommend that the City Council find that adoption of an ordinance approving the proposed Development Agreement was consistent with the approved 2024 Addendum to the Subsequent Environmental Impact Report certified for the Triangle Specific Plan (State Clearinghouse No. 2008061104), and recommended approval of the proposed Development Agreement (Vote: 3-0-1-1).

Prior to the most recent City actions referenced above, the County of Riverside and City took actions to CITY OF MURRIETA Printed on 8/28/2025Page 1 of 4
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178
9/2/2025
Agenda Item No. 9.
approve development on the site in 1990 and 2013, respectively, for development of the property at issue.

CITY COUNCIL GOAL
Aggressively pursue economic development.

DISCUSSION
The development history of the project goes back to 1990, when, prior to the City of Murrieta's (City) incorporation, the County of Riverside approved a specific plan for the property (Specific Plan 276, or SP-276) for the development of the Murrieta Springs Mall. It anticipated a 1.76 million-square-foot retail shopping center. The County entered into Development Agreement (DA) No. 54, vesting the Specific Plan, which remained effective even after the City’sincorporation. The City approved amendments to DA No. 54, recording an amendment on February 23, 1994.

The terms of the DA No. 54 continued into 2023, but the agreement has now expired. In 2013, the City approved the first amendment to SP-276, changing the project’sname to “The Triangle.” The amendment anticipated an outdoor mall instead of an indoor mall, changing development standards accordingly, and changed the amount of retail, office, restaurant, and entertainment square footage to be developed as shown below:

Specific Plan Amendment No. 1 Anticipated Development
Land Use Anticipated Building Area (Square Feet)
Retail 640,914
Office 779,082
Hotel (220 Rooms) 148,000
Entertainment 74,660
Restaurant 125,258
Maximum Area 1,767,914
In 2024, the City approved Specific Plan (SP) Amendment No. 2 to SP-276 and further modified development standards, approved a new tentative map to establish new parcel boundaries over the site, updated the project environmental documents, and approved an updated site plan. The approved site plan builds on the outdoor retail center approach, providing approximately 279,500 square feet of retail development on 36.46 acres to begin development in an initial phase, accounting for approximately 25 buildings with twelve (12) pad buildings located along Murrieta Hot Springs Road. Larger retail buildings are “in-line”towards the rear of the first phase development area and accommodate retailers with larger building footprints. The approved 2024 entitlements are hereinafter referred to as “Project.”Approximately 26 acres will remain undeveloped for future phases, and .72 acres are designated for public road purposes. The approved site plan is attached as Attachment 1.

Development Agreement Summary
The City has a strategic interest in creating pathways forward on specific development issues or removing obstacles to facilitate the Project. Rising development costs, a difficult construction financing environment, and the constantly changing nature of retail add risk to the Developer (Domenigoni Barton Properties, LLC., and Tres Estrellas, LLC.) that could further delay development of the Project. Cities use DAs to provide more certainty to developers who are undertaking large projects by reducing developer risk in exchange for benefits CITY OF MURRIETA Printed on 8/28/2025Page 2 of 4
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Agenda Item No. 9.
for the general public.

Through a DA, cities can minimize risk for the benefit of project development by using powers and authorities under state law that are only reserved for public agencies in exchange for obtaining public benefits. For the proposed DA, the Developer has requested assistance in addressing specific issues that help reduce Project costs for the items described below:
· Billboard Relocation
The site has two static billboards located on Interstate 15. The Developer requests that these billboards be allowed to be converted into a digital format through a future Relocation Agreement. Advertising revenue would be a Project benefit to the Developer to help offset Project costs. Typically, the City’sZoning Code (Title 16 of the Murrieta Municipal Code) requires removal of billboards rather than allowing them to be relocated and upgraded. Section 5 of the proposed DA addresses this topic. The terms of the Billboard Relocation will be subject to the Relocation Agreement, which will need to be approved by the City Council. · Off-Site Traffic Improvements
The development of the Project has always required improvement of an off-site intersection located on the north side of Murrieta Hot Springs Road at Sparkman Drive, across from the Project. The intersection improvements would align with the Project’swestern driveway and will require the acquisition of land from property located at the northwest corner of Murrieta Hot Springs Road and Sparkman Drive for intersection widening. The current intersection is being improved in conjunction with the development of a multi-family project known as the Terraces, but it does not include widening the intersection beyond the existing Sparkman Drive public right-of-way.

Staff notes Sparkman Drive will eventually become Monroe Avenue. The proposed DA would allow the City to assist the Developer with property acquisition if needed, although the Developer must initially attempt acquisition of land needed to widen the intersection through private negotiation. Should the private negotiations fail, the City could seek to acquire the property needed through condemnation proceedings. The Developer would contribute funds to the acquisition activities based on an appraisal approach commonly used for acquiring public rights-of-way. The City would cover the cost of its attorney’sfees and the cost of land over the Developer’sappraised value of the property to be acquired. This topic is covered in Sections 3.8 and 3.9 of the proposed DA.
· Public Benefits
A number of public benefits are listed in Section 4 of the DA. The benefits are strategic in nature and include:
1) Expanding economic development opportunities and facilitation of job creation in the City by establishing new retail uses on vacant land in a developing area; 2) Assisting the region in achieving jobs/housing balance region-wide by attracting new businesses to the City providing additional job opportunities in a housing rich area, and thereby providing a more equal jobs-housing balance in the Riverside County/Inland Empire area, which will reduce the need for members of the local workforce to commute outside the area for employment; and 3) Providing for uses that will generate tax revenue for the City including, but not limited to, increased property and sales tax, in order to support the City’songoing municipal operations. Estimated job increases and revenues to the City are contained in the Fiscal Impact section below. The construction of off-site improvements described above are also a public benefit. · Miscellaneous Provisions
In addition to the topics described above, the DA includes other sections that are typically found in development agreements addressing term, cancellation, amendments, insurance and indemnification, and defaults and remedies. In order to track the implementation of the DA over time, an annual review process is included in Section 6.1. The proposed DA would have a term of 10 years.

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Agenda Item No. 9.

FISCAL IMPACT
The development of the Project will increase the amount of retail development occurring within the City, which is anticipated by and consistent with the General Plan. The demand for City services will increase proportionally with the addition of commercial development.

Using established average employment, sales tax standards, and construction costs, development of the Project’sinitial phase will result in approximately 900 new permanent jobs, over 500 construction jobs, and at least a $210 million increase in improvement value to the property from new buildings and site improvements.

Property tax revenue would be roughly $283,000 per year to the City based on a $210 million increase in improvement value. The estimated sales tax revenue at build-out could reach an average of $900,000 per year, depending on tenants and economic factors. Potential revenue sharing through a billboard relocation agreement could result in $500,000 per year to the City, based on recent revenue estimates prepared for other revenue sharing agreements the City is involved in with digital billboard advertising. It is estimated that the City’s one-time financial commitment to potential off-site property acquisition would be less than $1 million.

ENVIRONMENTAL
On August 20, 2024, the City Council considered and approved an Addendum (2024 Addendum) to the previously adopted Subsequent Environmental Impact Report pursuant to the California Environmental Quality Act Guidelines (Cal. Code Regs. Title 14) Sections 15162 and 15164 by adopting Resolution No. 24-4779 for The Shops at the Triangle project. The proposed DA is consistent with the 2024 Addendum, as it was a contemplated subsequent activity that was anticipated to be carried out in the 2024 Addendum.

ATTACHMENTS

1. Approved Site Plan

2. Ordinance 623-25

3. Planning Commission Staff Report and Resolution
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ORDINANCE NO. 623-25

AN ORDINANCE OF THE CITY COUNCIL OF THE CITY

OF MURRIETA APPROVING DEVELOPMENT
AGREEMENT 2024 -00004 WITH TRES ESTRELLAS, LLC

AND DOMENIGONI BARTON PROPERTIES, LLC FOR

THE SHOPS AT THE TRIANGLE PROJECT LOCATED ON
APPROXIMATELY 64.3 ACRES LOCATED ON THE SOUTH

SIDE OF MURRIETA HOT SPRINGS ROAD BETWEEN
INTERSTATE 15 AND INTERSTATE 215
Summary: This ordinance approves a n agreement relating to the development of approximately 64-acres known as the Triangle between Interstate 15 and Interstate 215.

WHEREAS, the City Council of the City of Murrieta (“City Council”) has found that development agreements strengthen the public planning process, encourage private participation in comprehensive planning by providing a greater degree of certainty in that process, reduce the economic costs of development, allow for the orderly planning of public improvements and services, allocate costs to achieve maximum utilization of public and private resources in the development process, and ensure that appropriate measures to enhance and protect the environment are achieved; and
WHEREAS, pursuant to Government Code Sections 65864, et seq., and Murrieta Municipal Code Chapter 16.54 the City is authorized to enter into development agreements providing for the development of land under terms and conditions as set forth therein; and WHEREAS, on August 20, 2024 the City Council considered and approved an Addendum to a previously certified Subsequent EIR (SEIR), Conduct ed the First reading of Ordinance No. 607-24 for Specific Plan Amendment No. 2 (SP-2023-00003) to Specific Plan 276 (The Triangle), and approved Tentative Tract Map 38622 (TTM -2022-2706) and Development Plan 2022- 2705 for the development of a 279,538 square foot regional commercial center on approximately 36.5 acres of a 64.3 acre site referred to as the “Shops at the Triangle”, and subsequently conducted a Second Reading of Ordinance No. 607-24 on September 3, 2024 (Project); and WHEREAS, in order to provide a greater degree of certainty regarding the orderly, timely, and economic development of Specific Plan No. 276 ( also known as the Triangle Specific Plan ), and to secure various public benefits for the community, the City has determined it is in the public interest to enter into a development agreement pursuant to the State of California’s Development Agreement Statute (California Government Code Sections 65864–65869.5), and has prepared Development Agreement DA-2024-00004 (“Development Agreement”) with Tres Estrellas, LLC and Domenigoni Barton Properties, LLC (collectively, the “Applicant”) in connection with the Project, a copy of which is attached hereto and incorporated herein as Exhibit “A”; and WHEREAS, the term of the Development Agreement will commence upon the Effective Date and will continue for a term of ten (10 years); and WHEREAS the Project site is generally located on the south side of Murrieta Hot Springs Road between Interstate 15 and Interstate 215; and
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WHEREAS, a public hearing was duly noticed for the Planning Commission meeting of August 13, 2025 by mailing a notice to property owners within a 300- foot radius of the site on August 1, 2025, publishing the notice in the Press Enterprise newspaper on August 1, 2025; and WHEREAS, on August 13, 2025, the Planning Commission of the City of Murrieta held a duly noticed public hearing on the Development Agreement and considered all written and oral reports of staff, public testimony on the matter, and written and oral testimony provided by the Applicant and such other matters as are reflected in the record of this matter; and WHEREAS, the Planning Commission used its independent judgment and considered all the reports, recommendations, and testimony set forth above; and WHEREAS, on August 13, 2025 the Planning Commission recommended that the City Council determine that the approval of the Development Agreement is a subsequent action contemplated as part of the Project consistent with the Addendum approved for the Project in 2024; and voted (4-0-0) to recommend approval of the Development Agreement to the City Council; and WHEREAS, a public hearing on the matter was duly noticed as provided in Murrieta Development Code section 16.78.050 for the City Council meeting of September 2, 2025 by mailing a notice to property owners within a 300- foot radius of the site on August 22, 2025, publishing the notice in the Press Enterprise newspaper on August 22, 2025; and WHEREAS, the City Council held a duly- noticed public hearing on September 2 , 2025, at which time, the City Council considered the Planning Commission recommendations, staff report and public comments, both oral and written.

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

SECTION 1. The above recitals are true and correct and hereby incorporated by this reference.

SECTION 2 . The City Council hereby makes the following findings regarding Development Agreement DA -2024-00004 in accordance with Chapter 16.54 of the Murrieta Municipal Code, and based upon the facts and statements of public and city staff, and information of record provided at the public hearing in this matter:

A. The Development Agreement is consistent with the applicable existing land use regulations including without limitations the City’s General Plan, the City’s Municipal Code and the Triangle Specific Plan.

Goal LU-8 –“A community that provides opportunities for mixed use and/or transit- oriented development.” 4
• Policy LU-8.1, Encourage integrated development that incorporates a mix of uses (residential, commercial, office) in mixed use or transit-oriented development areas. • Policy LU-8.6, Encourage higher density residential, commercial, and employment development near a future Metrolink or High Speed Rail Station, along other major public transportation routes, and at other suitable locations. Goal LU-12 –“A focused development and economic development strategy that emphasizes specialized land use policies within identified Focus Areas.”
• Policy LU-12.1, Provide for the highest level of retail and job-creating uses in areas adjacent to the I-15 and I-215 freeways. This includes the North Murrieta Business Corridor, Golden Triangle North (Central Murrieta), and South Murrieta Business Corridor Focus Areas. Goal ED-1- “A highly visible and attractive commercial mixed-use regional hub located at the confluence of the I-15 and I-215 freeways in central Murrieta” and policies ED-1.1 & ED-1.3. The project provides the opportunity for a variety of commercial uses including retail, food/restaurant, and service uses which is conveniently located near two major freeways that will serve the region and the local residents. The planned additional services, employment opportunities, and potential fiscal revenue 185
sources are intended to bring further balance to the existing and planned future residential uses in the city. The Specific Plan allows for a higher intensity of development and the Development Plan represents a phase within the specific plan with additional vacant land remaining for future development. Other specific goals and policies the Project is consistent with are: General Plan Goal CIR1. “A circulation system that serves the internal circulation needs of the City, while also addressing the inter-community or through travel needs and corresponding policies” (Policy CIR-1.1, CIR-1.2, CIR-1.3, CIR-1.10), Goal CIR-6 “Alternative travel modes and facilities are available to serve residents and employers/employees and reduce vehicle miles traveled”. (Policy CIR-6.8, CIR-6.9, and CIR-6.13).

The Project meets Infrastructure Element Goal INF-1, “New development and redevelopment is coordinated with the provision of adequate infrastructure for water, sewer, storm water, and energy.” and corresponding policies INF-1.1, INF-1.4, and INF1.21. The project will construct facilities both on- and off-site to support the area and help protect off-site areas from inundation.

These facilities will be constructed by the Developer and then dedicated to the appropriate public agency for ownership.

Furthermore, the Development Agreement is compatible with the uses authorized in, and the regulations prescribed for the area in which the Property is located; is in conformity with and will promote public convenience, general welfare and good land use practice; will not be detrimental to the public health, safety and general welfare; will not adversely affect the orderly development of property or the preservation of property values in the immediate neighborhood and general surrounding area; and will promote and encourage the development of the Property by providing a greater degree of certainty by providing a 10-year timeframe for the Applicant to develop the Project.

B.. The Development Agreement will be in the best interests of the City.

FACTS: The Project accomplishes the City’s goals and policies set forth in the General Plan by achieving the following objectives:
• Ensure the development of the Property consistent with applicable goals and policies of the City set forth in the General Plan.
• Expand economic development and facilitate job creation in the City by establishing new retail uses on vacant land in a developing area.
• Assist the region in achieving jobs/housing balance region-wide by attracting new businesses to the City, providing additional job opportunities in a housing-rich area, and thereby provide a more equal jobs-housing balance in the Riverside County/Inland Empire area, which will reduce the need for members of the local workforce to commute outside the area for employment.
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• Construction of an attractive mixed-use retail development, which meets the local demand for neighborhood serving retail and entertainment uses in the City and throughout the region.
• Implement the type and amount of retail uses at the Property that are viable based on market demand.
• Accommodate new development in a phased, orderly manner that is coordinated with the provision of necessary infrastructure and public improvements • Provide for uses that will generate tax revenue for the City including, but not limited to, increased property and sales tax, in order to support the City’s ongoing municipal operations.
• Construction of public improvements that would have otherwise been carried out by the City through its Capital Improvement Program and/or Development Impact Fee program.

SECTION 3. Approval.

As summarized in the finding above, t he City Council finds that the provisions of the Development Agreement attached hereto as Exhibit A are consistent with the General Plan and the zoning code, and comply with the requirements of development agreement law and the Murrieta Development Code, and that the Development Agreement (A) will be in the best interest of the City and (B) will be consistent with the objectives, policies, general land uses, and programs of the General Plan and the applicable Specific Plan and Murrieta Development Co de and hereby approves the Development Agreement and authorizes the Mayor to execute the Development Agreement with the Applicant attached as Exhibit A.

SECTION 4. Further Actions Authorized.

The Mayor, City Manager, and City Clerk or their designees, are authorized and directed to take such actions and execute such documents and certifications as may be necessary to implement and affect execution, recordation and enforcement of this Ordinance and the Development Agreement.

SECTION 5. Recordation.

Pursuant to Government Code Section 65868.5, the City Clerk of the City shall record a copy of said DA with the County Recorder within 10 days after the Mayor’s signing of the DA.

SECTION 6. Periodic Review.

A periodic review will be conducted to monitor the implementation of the D evelopment Agreement and to ensure that the provisions of the D evelopment Agreement are consistent with the General Plan and Murrieta Municipal Code.

SECTION 7. CEQA
The City has complied with all California Environmental Quality Act (California Public Resources Code Section 21000, et seq.) (“CEQA”) requirements with respect to the approval of 187
this Development Agreement and of the Project, through the City Council’s prior determination pursuant to Section 15162 of the CEQA Guidelines (Cal. Code Regs. Title 14, Chapter 3) that none of the circumstances exist that require further review under CEQA, and that the Project and Agreement are consistent with the 2013 SEIR, such that no further CEQA review is required.

SECTION 8. Notice of Adoption.

This Ordinance shall become effective on the thirty- first (31st) day after its passage and adoption, and within fifteen (15) days after its final passage and the City Clerk shall cause it to be posted and published in a newspaper of general circulation, pr inted, 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.

SECTION 9. 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 shall not affect the validity of the remaining portions of this ordinance. The City Council hereby declares that it would have passed this ordinance, and each and every section, subsection, sentence, clause and phrase thereof not declared invalid or unconstitutional without regard to whether any portion of the ordinance would be subsequently declared invalid or unconstitutional.

PASSED AND ADOPTED this 2nd day of September 2025.

Cindy Warren, Mayor
ATTEST:

Cristal McDonald, City Clerk

APPROVED AS TO FORM:

Tiffany J. Israel, City Attorney

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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 Ordinance No. 623-25 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 September, 2025, 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. 623-25 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: , 2025.

In witness whereof, I have hereunto subscribed my name this __ day of ______________, 2025.

Cristal McDonald, City Clerk

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Attachment 2- Planning Commission Documents

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CITY OF MURRIETA
Legislation Text
TO: HONORABLE CHAIR AND MEMBERS OF THE PLANNING

COMMISSION
FROM: Carl Stiehl, City Planner
PREPARED BY: David Chantarangsu, AICP, Development Services Director SUBJECT:

Consideration of a Development Agreement related to the development of the Triangle Project.

RECOMMENDATION

1. Open the public hearing and receive public comment;

2. Find that the action is consistent with the approved 2024 Addendum to the Subsequent Environmental Impact Report certified for the Triangle Specific Plan (State Clearinghouse [SCH] No. 2008061104) as described in this staff report and the attached Resolution; and,

3. Approve the attached Resolution recommending that the City Council approve the proposed Development Agreement attached as an exhibit to the Resolution.

ENVIRONMENTAL
On August 20, 2024 the City Council considered and approved an Addendum (2024 Addendum) to the previously adopted Subsequent Environmental Impact Report pursuant to the California Environmental Quality Act Guidelines (Cal. Code Regs. Title 14) Sections 15162 and 15164 by adopting Resolution No. 24-4779 for The Shops at the Triangle project. The proposed Development Agreement is consistent with the 2024 Addendum as it contemplates activities that were anticipated to be carried out.

PRIOR ACTION/VOTE
On August 20, 2024 the City Council took several actions approving the 2024 Addendum, Specific Plan Amendment 2023-00003, Tentative Tract Map 38622 (TTM-2022-2706) and Development Plan 2022-2705.

On September 3, 2024 the City Council Adopted Ordinance No. 607-24 approving and adopting Triangle Specific Plan Amendment No. 2 (Specific Plan Amendment 2023-00003), to Specific Plan No. 276.

Prior to the most recent City actions referenced above, the County of Riverside and City took actions to approve development on the site in 1990 and 2013 respectively for development of the property.

File #: 25-1565, Version: 1
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File #: 25-1565, Version: 1

EXECUTIVE SUMMARY
The Planning Commission will make a recommendation to the City Council on a proposed Development Agreement (DA) for the development of the Triangle retail development project. The proposed DA addresses Billboard Relocation for two existing billboards located on the site, and potential assistance to the Applicant (Domenigoni Barton Properties, LLC., and Tres Estrellas, LLC.) for off-site property acquisition for street widening purposes at the intersection of Murrieta Hot Springs Road and Sparkman Drive.

BACKGROUND
The development history of the project goes back to 1990 when prior to the City’s incorporation, the County of Riverside approved a specific plan for the property (Specific Plan 276, or SP-276) for the development of the Murrieta Springs Mall. It anticipated a 1.76 million square foot retail shopping center. The County entered into Development Agreement 54 (DA No. 54) vesting the Specific Plan which remained effective even after City’s incorporation. The City approved amendments to the DA, recording an amendment on February 23, 1994.

The terms of the DA continued into 2023 but is now expired. In 2013, the City approved the first amendment to SP-276 changing the name to “The Triangle”. The amendment anticipated an outdoor mall instead of an indoor mall, changed development standards accordingly, and changed the amount retail, office, restaurant, and entertainment square footage to be developed as shown below: Specific Plan Amendment No. 1 Anticipated Development Land Use Anticipated Building Area (Square Feet) Retail 640,914 Office 779,082 Hotel (220 Rooms) 148,000 Entertainment 74,660 Restaurant 125,258 Maximum Total for all Land Use Categories 1,767,914 In 2024, the City approved Specific Plan Amendment No. 2 to SP-276 and further modified development standards, approved a new tentative map to establish new parcel boundaries over the site, updated the project environmental documents and approved an updated site plan. The approved site plan builds on the outdoor retail center approach providing for approximately 279,500 square feet of retail development on 36.46 acres to begin development in an initial phase, accounting for approximately 25 buildings with twelve (12) of the buildings being pad buildings located along Murrieta Hot Springs Road. Larger retail buildings are “in-line” towards the rear of the first phase development area and accommodate retailers with larger building footprints. The approved 2024 entitlements are hereinafter referred to as “Project”.

Approximately 26 acres will remain undeveloped for future phases and .72 acres are designated for public road purposes. Proposed Development Agreement Summary The City has a strategic interest in creating pathways forward on specific development issues or removing obstacles to facilitate the Project. Rising development costs, a difficult construction financing environment, and the constant changing nature of retail add risk to the Developer that could further delay development of the Project. Cities use development agreements (DAs) to provide more certainty to developers who are undertaking large projects by reducing developer risk. Through a DA, cities can take on risk for the benefit of project development by using powers and authorities under state law that are only reserved for public agencies. For the proposed DA, the Developer has requested assistance in addressing specific issues that help reduce Project costs for the items described below: Billboard Relocation The site has two static billboards located on each freeway frontage. The Developer requests that these billboards be allowed to be converted into a digital format through a future Relation Agreement. Advertising revenue would be a Project benefit to the Developer to help offset Project costs. Typically, the City’s Zoning Code (Title 16 of the Murrieta Municipal Code) requires removal of billboards rather than allowing them to be relocated and upgraded. Section 5 of the proposed DA addresses this topic.

The terms of the Billboard Relocation will be subject to the Relocation Agreement which is approved by the City Council. Off-Site Traffic Improvements The development of the Project has always required improvement of an off-site intersection located on the north side of Murrieta Hot Springs Road at Sparkman Drive across from the Project. The intersection improvements would align with the Project’s western driveway but would require the acquisition of land from property located at the northwest corner of Murrieta Hot Springs Road and Sparkman Drive for intersection widening. The current intersection is being improved in conjunction with the development of a multi-family project known as the Terraces, but it does not include widening the intersection CITY OF MURRIETA Printed on 8/27/2025 Page 2 of 3
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development of a multi-family project known as the Terraces, but it does not include widening the intersection beyond the existing Sparkman Drive public right-of-way. Staff notes Sparkman Drive will eventually become Monroe Avenue. The proposed DA would allow the City to assist the Developer with property acquisition if needed. The DA requires the Developer to initially attempt acquisition of land needed to widen the intersection through private negotiation. Should the private negotiations fail, the City could acquire the property needed through condemnation proceedings. The Developer would contribute funds to the acquisition activities based on an appraisal approach commonly used for acquiring public rights-of-way. The City would cover the cost of its attorney’s fees and the cost of land over the Developer’s appraised value of the property to be acquired.

This topic is covered in Sections 3.8 and 3.9 of the proposed DA. Miscellaneous Provisions In addition to the topics described above, the DA includes other sections that are typically found in development agreements addressing term, cancellation, amendments, insurance and indemnification, and defaults and remedies. In order to track the implementation of the DA over time, an annual review process is included in the proposed DA at Section 6.1. Staff notes the proposed DA would have a term of 10 years.

ATTACHMENTS
Attachment 1 - Resolution and Proposed Development Agreement CITY OF MURRIETA Printed on 8/27/2025 Page 3 of 3
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PLANNING COMMISSION
RESOLUTION NO. 2025-07

A RESOLUTION OF THE PLANNING COMMISSION OF THE CITY OF

MURRIETA, RECOMMENDING THAT THE CITY COUNCIL ADOPT
ORDINANCE NO. [NEXT IN ORDER] APPROVING A DEVELOPMENT

AGREEMENT BETWEEN THE CITY OF MURRIETA AND DOMENIGONI
BARTON PARTNERS, LLC., AND TRES ESTRELLAS, LLC., AND FINDING

THE DEVELOPMENT AGREEMENT IS CONSISTENT WITH THE PREVIOUSLY

APPROVED ADDENDUM TO THE PREVIOUSLY ADOPTED SUBSEQUENT
ENVIRONMENTAL IMPACT REPORT (STATE CLEARINGHOUSE NO.
2008061104) FOR THE TRIANGLE SPECIFIC PLAN.

WHEREAS, on August 20, 2024 the City Council considered and approved an Addendum (2024 Addendum) to the previously adopted Subsequent Environmental Impact Report pursuant to the California Environmental Quality Act Guidelines (Cal. Code Regs. Title 14) Sections 15162 and 15164 by adopting Resolution No. 24 -4779 for The Shops at the Triangle project (Project), and also approved Specific Plan Amendment 2023 -00003, Tentative Tract Map 38622 (TTM -2022- 2706) and Development Plan 2022 -2705 consisting of approxima tely 279,500 square feet of commercial development on 36.46 acres in an initial phase; and WHEREAS, pursuant to state law and Murrieta Municipal Code Chapter 16.54, a Development Agreement must be approved by ordinance following public hearings by the Planning Commission and City Council; and
WHEREAS, the City proposes an Ordinance approving a Development Agreement with Domenigoni Barton Properties, LLC and Tres Estrellas, LLC (Developer) addressing the relocation of existing billboards situated on the property and off-site property acquisition, among other things; and
WHEREAS, the proposed Development Agreement establishes obligations of the City and the Developer and also sets forth the benefits to be received by the City; and WHEREAS, the Development Agreement is consistent with the August 20, 2024 approvals described above; and
WHEREAS, on August 13, 2025, the City of Murrieta Planning Commission held a duly noticed public hearing on the proposed Ordinance approving the Development Agreement, at which a staff report was presented and evidence was provided in the record to support the findings required by Murrieta Development Code Section 16.54.070; and WHEREAS, the Planning Commission considered and discussed the public comments and written information provided at the public hearing and has determined that the proposed Ordinance approving the Development Agreement is appropriate; and WHEREAS, the Planning Commission has considered the potential for environmental effects as a result of the proposed Development Agreement pursuant to the California Environmental Quality Act (CEQA) and concurs with staff’s recommendation.

NOW, THEREFORE, the Planning Commission of the City of Murrieta does resolve as follows:

Docusign Envelope ID: E484A940-E1AB-4727-8CA6-69F952065957 314
A. The foregoing recitals are true and correct and are incorporated by this reference as if set forth in full.

B. The Planning Commission makes the following findings based on the following facts:

1. In accordance with Section 16.54.070 of the Murrieta Development Code, the proposed Development Agreement will be consistent with the objectives, policies, general land uses, and programs of the general plan, any applicable specific plan, and the Developme nt Code.

FACTS: The proposed Development Agreement will facilitate the development of the Project which is a major land use initiative within the City’s General Plan. The Project, and by association the proposed Development Agreement, implements the following General Plan policies:
• General Plan Goal LU -1 - “A complimentary balance of land uses throughout the community that meets the needs of existing residents and businesses as well as anticipated growth, and achieves the community’s vision.”
• Policy LU-1.2, Ensure future development provides for a variety of commercial, industry, and housing that serve the spectrum of incomes within the region. • Policy LU -1.3, Establish a range of residential density and non -residential intensities to encourage a wide range of development opportunities.
• Policy LU-1.5, Encourage a wide variety of retail and commercial services, such as restaurants, and cultural arts/entertainment, in appropriate locations. Goal LU -7 “Economically viable, vital, and attractive commercial centers throughout the City that serve the needs of the community.” • Policy LU-7.1, Work with property owners of vacant commercially zoned property to develop their sites into appropriate, economically viable projects. • Policy LU7.5, Provide convenient freeway access for regionally-serving commercial centers to attract a regional customer base.
• Policy LU-7.6, Focus commercial retail centers adjacent to major transportation corridors • Policy LU-7.8, Encourage consolidation of parking and reciprocal access agreements between adjacent business and commercial center property owners. • Policy LU-7.9, Encourage opportunities for complementary retail and service uses to serve local residents and the daytime employment population.
• Policy LU-7.10, Encourage a range of retail uses that serve local residents in the region. Goal LU-8 –“A community that provides opportunities for mixed use and/or transit -oriented development.” 4
• Policy LU-8.1, Encourage integrated development that incorporates a mix of uses (residential, commercial, office) in mixed use or transit-oriented development areas. • Policy LU-8.6, Encourage higher density residential, commercial, and employment development near a future Metrolink or High Speed Rail Station, along other major public transportation routes, and at other suitable locations. Goal LU-12 –“A focused development and economic development strategy that emphasizes specialized land use policies within identified Focus Areas.” • Policy LU-12.1, Provide for the highest level of retail and job-creating uses in areas adjacent to the I-15 and I-215 freeways. This includes the North Murrieta Business Corridor, Golden Triangle Docusign Envelope ID: E484A940-E1AB-4727-8CA6-69F952065957 315
North (Central Murrieta), and South Murrieta Business Corridor Focus Areas. Goal ED-1- “A highly visible and attractive commercial mixed -use regional hub located at the confluence of the I -15 and I-215 freeways in central Murrieta” and policies ED -1.1 & ED-1.3. The project provides the opportunity for a variety of commercial uses including retail, food/restaurant, and service uses which is conveniently located near two major freeways that will serve the region and the local residents. The planned additional services, employment opportunities, and potential fiscal revenue sources are intended to bring further balance to the existing and planned future residential uses in the city. The Specific Plan allows for a higher intensity of development and the Development Plan represents a phase within the specific plan with additional vacant land remaining for future development. Other specific goals and policies the Project is consistent with are: General Plan Goal CIR1. “A circulation system that serves the internal circulation needs of the City, while also addressing the inter -community or through travel needs and corresponding policies” (Policy CIR-1.1, CIR-1.2, CIR-1.3, CIR-1.10), Goal CIR-6 “Alternative travel modes and facilities are available to serve residents and employers/employees and reduce vehicle miles traveled”. (Policy CIR-6.8, CIR-6.9, and CIR-6.13).

The Project meets Infrastructure Element Goal INF -1, “New development and redevelopment is coordinated with the provision of adequate infrastructure for water, sewer, storm water, and energy.” and corresponding policies INF -1.1, INF-1.4, and INF1.21. The p roject will construct facilities both on- and off-site to support the area and help protect off-site areas from inundation.

These facilities will be constructed by the Developer and then dedicated to the appropriate public agency for ownership.

2. In accordance with Section 16.54.070 of the Murrieta Development Code, the proposed Development Agreement will be in the best interest of the City.

FACTS: The proposed Development Agreement establishes the responsibilities of the City and Developer in carrying out the Project . The City has a strategic interest in creating pathways forward on specific development issues or removing obstacles to facilitate the Project. Rising development costs, a difficult construction financing environment, and the constant changing nature of retail add risk to the Developer that could further delay development of the Project. The proposed Development Agreement allows the Developer to rely on the City to help facilitate specific activities required to develop the Project – relocation of existing billboards and off -site acquisition of property for public right-of-way purposes if needed.

3. The proposed Development Agreement is internally consistent with other applicable provisions of the Development Code.

FACTS: The proposed Development Agreement is consistent with applicable provisions of the Development Code by implementing the Project as approved by the City Council.

4. The proposed Development Agreement is in compliance with the provisions of the California Environmental Quality Act (CEQA).

FACTS: The approval of the proposed Development Agreement is a contemplated subsequent activity covered by the 2024 Addendum approved for the development of the Project by the City Council on August 20, 2024. The proposed Development Agreement implements activities required to carry out the Project covered by the proposed Development Agreement.

Docusign Envelope ID: E484A940-E1AB-4727-8CA6-69F952065957 316
PASSED, APPROVED, AND ADOPTED at a regular meeting of the Planning Commission of the City of Murrieta, California, held on the 13th day of August, 2025.

______________________________
Planning Commission Chairperson
ATTEST:
____________________________
Carl Stiehl, City Planner

I, Carl Stiehl, City Planner, City of Murrieta, California do hereby certify under penalty of perjury that the foregoing Resolution was duly adopted at a regular meeting of the Planning Commission on the 13th day of August, 2025 by the following roll call vote:

AYES: Vrooman, DeSena, Rose
NOES: None
ABSENT: LaPaglia
ABSTAINED: None
RECUSED: Wojcik

_____________________________
Carl Stiehl, City Planner

Docusign Envelope ID: E484A940-E1AB-4727-8CA6-69F952065957 317

CITY OF MURRIETA
City Council Meeting Agenda
Report
9/2/2025
Agenda Item No. 10.

TO: HONORABLE MAYOR AND MEMBERS OF THE CITY COUNCIL
FROM: David Chantarangsu, AICP, Development Services Director PREPARED BY: David Chantarangsu, AICP, Development Services Director SUBJECT:

Municipal Code Amendment (MCA-2025-00011): Consideration of a Proposed Ordinance Revising Title 16 (Development Code) of the Murrieta Municipal Code by Adding Section 16.44.045 and Amending Sections 16.08.010, 16.44.150, and

16.110.020 Related to Group Homes, Sober Living Homes, and Residential Care Facilities

RECOMMENDATION
Conduct the Public Hearing and receive public comments; Find that the proposed ordinance is exempt from the California Environmental Quality Act (CEQA) under Section 15061(b)(3) of the CEQA Guidelines, which provides that CEQA only applies to projects that have the potential for causing a significant effect on the environment based on the fact that it can be seen with certainty that there is no possibility that adoption of the proposed ordinance would not have a significant effect on the environment; and
Introduce and conduct the first reading of Ordinance No. 624-25 entitled: An Ordinance of the City Council of the City of Murrieta, California, to Revise Title 16 of the Murrieta Municipal Code by Adding Section 16.44.045 and Amending Sections 16.08.010, 16.44.150, and 16.110.020 Related to Group Homes, Sober Living Homes, and Residential Care Facilities.

PRIOR ACTION/VOTE
On August 13, 2025, the Planning Commission voted to recommend that the City Council approve the proposed ordinance, with the caveat that a greater separation distance be considered (Vote: 3-0-2).

In 2007, the City Council adopted Ordinance No. 382-07, establishing definitions and development standards for group homes, including sober living homes (Vote: 5-0).

In 2010, the City Council adopted Ordinance No. 441-10 clarifying and revising development standards for group homes, including sober living homes (Vote: 5-0).

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

DISCUSSION
Sober living homes came into existence out of the founding of Alcoholics Anonymous through the establishment of “Twelve Step Homes,” as an alternative to institutional treatment for individuals recovering from alcohol addiction in the 1940s. While residents of sober living homes are in recovery, they are considered to be disabled under state and federal disability laws. Operation of these homes requires no state license, and until recently, the operation of a sober living home could not be subject to any local zoning laws that did not otherwise apply to single-family homes.

Sober Living Homes Description
Sober living homes are operated as housing for individuals recovering from drug and alcohol addiction.

Federal laws, such as the Fair Housing Amendments Act of 1988 (42 USC §§ 3601-3631) and the Americans with Disabilities Act of 1990 (Pub. L. No. 101-336, 104 Stat. 328 (1990)), protect recovering individuals' rights to live in residential neighborhoods. California law, including the Lanterman Act (Welfare & Inst. Code § 5000 et seq.), Fair Employment and Housing Act (Gov. Code § 12900 et seq.) and California Community Care Facilities Act (Health & Safety Code §§ 1500 - 1567.94), provide similar protections for licensed residential care facilities for six or fewer individuals, requiring local agencies to consider the residents and operator as a family and preventing such facilities from being prohibited. These laws apply to both General Law and charter cities.

Sober living homes today operate largely on a private, market-based model. Because the residents of these homes are considered disabled during their recovery, state and federal laws prioritize the rights of individuals to obtain housing over city and neighborhood concerns regarding traffic, noise, crime, and neighborhood character. The City of Murrieta (City) does not track or otherwise monitor existing sober living homes; however, staff estimates there are around a dozen homes currently operating in the City based on information available on the internet.

Operational Issues
While the intent of sober living homes is to support residents in recovery in a community-based setting, the lack of regulation has led to harmful impacts for both neighborhoods and the disabled residents they serve.

Overcrowding, excessive noise, transient populations, and traffic congestion have affected neighborhood stability, while poorly managed or profit-driven operations often fail to provide the supportive, home-like environment envisioned by disability laws. Cities have sought to correct these issues by establishing operational and spacing standards that preserve neighborhood character and prevent “institutionalization”of recovery housing. The operational issues addressed in the proposed ordinance benefit the disabled by promoting stable living environments that foster long-term recovery and align with the principles of resident well-being, safety, and equal housing access.

Documentation of Sober Living Home Operational Impacts on Residents in Recovery The availability of government funding for the treatment of people suffering from drug and alcohol addiction resulted in the establishment of an extraordinary number of sober living homes that, in some cases, overwhelmed single-family neighborhoods. In 2017, an investigative series by the Southern California News Group (SCNG), identified the extensive and often problematic network of drug and alcohol rehabilitation centers across Southern California it dubbed the “Rehab Riviera” due to the widespread use of unlicensed sober living homes, frequently prioritizing profits over the well-being of recovering addicts. The report highlighted significant harms to both residents of sober living homes and the neighborhoods the homes were in, and documented issues such as home overcrowding, home overconcentration, resident relapses, CITY OF MURRIETA Printed on 8/28/2025Page 2 of 5
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in, and documented issues such as home overcrowding, home overconcentration, resident relapses, emergency service strains, and elevated crime in surrounding areas. For reference, SCNG’s reporting is available online at: https://www.ocregister.com/rehab-riviera/. SCNG is the publisher of regional daily newspapers in Southern California, such as the Press-Enterprise and the Orange County Register.

City of Costa Mesa’s Sober Living Ordinance
Federal, state, and local efforts to curb the negative issues commonly associated with unlicensed sober living homes were unsuccessful until 2024 when the City of Costa Mesa’sordinance addressing sober living homes was upheld by the Ninth Circuit Court of Appeals in THE OHIO HOUSE, LLC V. CITY OF COSTA MESA, No. 22-56181 (9th Cir. 2024). Generally, the court held that the City’sstandards benefited disabled residents by establishing requirements that essentially raised the quality of care a disabled resident was likely to receive while recovering from addiction. Costa Mesa’s ordinance addresses the following topics:
· Identification of the operators and house manager responsible for the occupants of the home; · The legal entity responsible for operating the home;
· Policies and procedures critical to operation of the home; · A limitation on the number of occupants;
· Parking requirements
· Limitations on “care and supervision” as defined by state law; · House operating requirements;
· Notification requirements to County and City service providers in the event of an eviction; · Transportation requirements for residents
· Separation requirements to prevent overconcentration of sober living homes in one neighborhood; and · Rules of conduct for home occupants.

In addition, the ordinance established an application procedure giving city staff the ability to ensure all city standards were met before the sober living home began operations. Existing sober living homes were also required to obtain a use permit.

City of Murrieta Proposed Approach
With the establishment of procedures and operational requirements that prioritized the well-being of sober living home residents, Costa Mesa’sordinance was deemed valid and paved the way for cities to emulate the approaches adopted by Costa Mesa for the benefit of disabled residents. Staff is recommending the City follow Costa Mesa’s approach to achieve the same benefits for its current and future residents who may be recovering from drug and alcohol addiction. The proposed ordinance in Attachment 1 lays out an approach styled after Costa Mesa’s ordinance.

The only distinction between Costa Mesa’s ordinance and the Planning Commission’s recommended standards is the separation requirements between sober living homes. Costa Mesa’sseparation approach is essentially based on a “onehome per block”approach. Using that approach, staff recommended the Planning Commission consider a 500-foot separation requirement in single-family zones, and 850 feet in the Rural Residential zone. While the Commission accepted the standards suggested by staff, the Planning Commission encouraged that a greater distance be considered if possible. The record of the Commission’s action is included in Attachment 2.

In support of the Planning Commission’smotion to the City Council, staff further evaluated the separation requirements. For context, Costa Mesa has a population density of approximately 7,000 persons per square mile over an area of 15.8 square miles. Single-family lot sizes are typically around 6,000 square feet. In contrast, Murrieta’spopulation density is 3,300 persons per square mile over a land area of 33.6 square miles, with minimum lot sizes reaching up to 2.5 acres. The City’scharacter is of a much lower density than Costa Mesa by roughly half. To maintain a separation requirement that follows Costa Mesa’sapproach validated by CITY OF MURRIETA Printed on 8/28/2025Page 3 of 5
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Mesa by roughly half. To maintain a separation requirement that follows Costa Mesa’sapproach validated by the Ohio House decision but in keeping with Murrieta’s low-density character, staff recommends the City Council use a 1,000-foot separation requirement for all single-family zones. The proposed standard would allow residents of sober living homes to enjoy the same low-density character that currently exists within the community by doubling the prior recommended approach based on the City’spopulation density per square mile, thus diminishing the possibility of neighborhood parking shortfalls, overcrowded housing conditions, inordinate amounts of second-hand smoke, and noise in order to provide a comfortable living environment for persons with drug or alcohol addictions in which they remain clean and sober and can participate in a recovery program in a residential environment on par with Murrieta’s current character.

Miscellaneous Changes
To accommodate the proposed changes to the Murrieta Municipal Code (MMC) for sober living homes, MMC Section 16.44.150 is replaced in its entirety to omit references to sober living homes adopted in prior ordinances. Similarly, the definitions of “Rooming and Boarding Houses” and Residential Care Homes were modified to omit references to sober living homes in MMC Chapter 16.110. Sober living homes are also now included in the definition of a “GroupHome”.Operational standards for sober living homes are contained in a new section at MMC 16.44.045.

Reasonable Accommodation
It is important to note that nearly any City standard related to housing is subject to “reasonable accommodation”pursuant to the Americans with Disabilities Act of 1990. Persons with disabilities may apply to have standards or requirements modified in order to have an equal opportunity to use or enjoy housing. The City’srequirements for consideration of a reasonable accommodation request are contained in MMC Chapter

16.73. The proposed 1,000-foot separation requirement would be subject to the City’s reasonable accommodation process and could result in a reduced separation if granted. The requests are considered on a case-by-case basis by the Development Services Director. The decisions are appealable to the Planning Commission and City Council.

ENVIRONMENTAL
The adoption of the proposed ordinance will not result in a change in the environment and is therefore not a project as defined by CEQA. The proposed changes establish operational development standards to improve the spacing and operations of sober living homes by preventing overcrowding to help disabled residents live in stable, quiet environments. Therefore, this ordinance is exempt from CEQA under Section 15061(b)(3) of the CEQA Guidelines, which provides that CEQA only applies to projects that have the potential for causing a significant effect on the environment, whereas here, it can be seen with certainty that there is no possibility that the activity in question would have a significant effect on the environment.

FISCAL IMPACT
There is no direct impact on the City’sbudget to adopt the ordinance. The proposed regulations may reduce calls for service to the Murrieta Fire Department and Murrieta Police Department by establishing requirements that ensure sober living homes are operated in a manner that protects the health, safety, and welfare of sober living home residents, and indirectly the neighborhoods in which they are located.

ATTACHMENTS

1. Ordinance No. 624-25

2. Planning Commission Resolution
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01375.0005 2009454.6 - 1 -
ORDINANCE NO. 624-25

AN ORDINANCE OF THE CITY COUNCIL OF THE CITY
OF MURRIETA, CALIFORNIA, TO REVISE TITLE 16 OF

THE MURRIETA MUNICIPAL CODE BY ADDING
SECTION 16. 44.045 AND AMENDING SECTIONS 16.08.010,

16.44.150, AND 16.110.020 RELATED TO GROUP HOMES,

SOBER LIVING HOMES, AND RESIDENTIAL CARE

FACILITIES

WHEREAS, under Article XI, Section 7 of the California Constitution, the City has been granted broad police powers to preserve the c haracter and integrity of its residential neighborhoods, which powers have been recognized by both the California Supreme Court and the United States Supreme Court, the latter of which has stated that “it is within the power of the legislature to determine that the community should be beautiful as well as healthy, spacious as well as clean, well-balanced as well as carefully patrolled”; and

WHEREAS, the Federal Fair Housing Act Amendments (“FHAA”) and the California Fair Employment Housing Act (“FEHA”) prohibit enforcement of zoning ordinances which would on their face or have the effect of discriminating against equal housing opportunities for persons with disabilities; and

WHEREAS, a core purpose of the FHAA, FEHA and California’s Lanterman Act is to provide a broader range of housing opportunities for persons with disabilities; to free persons with disabilities, to the extent possible, from institutional style living; and to ensure that persons with disabilities have the opportunity to live in normal residential surroundings and use and enjoy a dwelling in a manner similar to the way a dwelling is enjoyed by the non-disabled; and

WHEREAS, to fulfill this purpose the FHAA and FEHA also require that the City provide reasonable accommodations to its zoning ordinances if such accommodation is necessary to afford persons with disabilities an equal opportunity to use and enjoy a dwelling; and

WHEREAS, the Lanterman Act fulfills this purpose in part by requiring cities to treat state licensed residential care facilities serving six or fewer as a residential use; and

WHEREAS, in enacting this Ordinance the City Council of the City of Murrieta is attempting to strike a balance between the City’s and its residents’ interests of preserving the characteristics of residential neighborhoods and to provide opportunities for persons with disabilities to reside in such neighborhoods that are enjoyed by the non-disabled; and

WHEREAS, over the past several years the City, County and State have seen a significant increase in the number of single - and multi -family homes being utilized as alcohol and drug recovery facilities (hereafter, “sober living homes”); and

WHEREAS, the Substance Abuse and Crime Prevention Ac t of 2000 (hereafter, “the Act”) adopted by California voters provides that specified first -time drug and alcohol offenders 323
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are to be afforded the opportunity to receive substance abuse treatment rather than incarceration thereby increasing the demand for sober living homes; and

WHEREAS, the Affordable Care Act has significantly expanded the availability of health care coverage for substance abuse treatment; and

WHEREAS, the City of Murrieta has seen a n increase in the number of sober living homes, which has generated secondary impacts including, but not limited to neighborhood parking shortfalls, overcrowded housing conditions, inordinate amounts of second-hand smoke, and noise; and the clustering of sober living facilities in close proximity to each oth er creating near neighborhoods of sober living homes; and

WHEREAS, the purpose of sober living homes is to provide a comfortable living environment for persons with drug or alcohol addictions in which they remain clean and sober and can participate in a recovery program in a residential, community environment, and so that they have the opportunity to reside in the residential neighborhood of their choice; and

WHEREAS, recovering alcoholics and drug addicts, who are not currently using alcohol or drugs, are considered to be disabled under both the FHAA and FEHA; and

WHEREAS, the City has found that at least some operators of sober living homes are driven more by a motivation to profit rather than to provide a comfortable living environment in which recovering addicts have a realistic potential of recovery, or to provide a living environment which remotely resembles the manner in which the non-disabled use and enjoy a dwelling; and

WHEREAS, establishing distance requirements for sober living homes is re asonable and non-discriminatory, helping to preserve the residential character of neighborhoods while also furthering the interest of ensuring that individuals with disabilities are not living in overcrowded environments that are counterproductive to their well-being and recovery; and

WHEREAS, sober living homes do not function as a single housekeeping unit for the following reasons: (1) they house extremely transient populations; (2) the residents generally have no established ties to each other when they move in and typically do not mingle with other neighbors; (3) neighbors generally do not know who or who does not reside in the home; (4) the residents have little to no say about who lives or doesn’t live in the home; (5) the residents do not generally share expenses; (6) the residents are often responsible for their own food, laundry and phone; (7) when residents disobey house rules they are involuntarily removed from the house; (8) the residents generally do not share the same acquaintances; and (9) residents often pay rents that are significantly higher than market rate; and

WHEREAS, the size and makeup of sober living homes is dissimilar and larger than the City’s average household size of approximately 3 persons per dwelling (3.09 persons per household according to the 2025 Department of Finance “E-5 Population and Housing Estimates for Cities, Counties, and the State” ) published May 1, 2025) , creating impacts on water, sewer, roads, parking and other City services that are far greater than the avera ge household. A sober living home would typically house six individuals or more, a number at least double the average 324
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household size of 3.17 persons in Riverside County according to the most recent U.S. federal census data and thus represents approximately the top 10% of household sizes in the County; and

WHEREAS, all the individuals residing in a sober living home are generally over the age of 18, while the average household has just 1.76 individuals over the age of 18 according to the most recent federal census data; and

WHEREAS, the City and public utility providers utilize federal census data and other information relating to the characteristics of residential neighborhoods to, among other things: (1) determine the design of residential homes, residential neighborhoods, park sy stems, library systems, transportation systems; (2) determine parking and garage requirements of various (bedroom) sizes and density of units; (3) develop its General Plan and zoning ordinances; (4) determine police and fire staffing; (5) determine impacts to water, sewer and other services; and (5) establish impacts fees that fairly and proportionally fund facilities for traffic, parks, libraries, police and fire; and

WHEREAS, due to their highly transient populations, above -average numbers of unrelated adults residing in a single dwelling, and limited regulatory oversight, sober living homes present challenges not typically associated with traditional residential uses, including but not limited to: housing large groups of unrelated adults who may or may not be supervised; disproportionately high numbers of vehicles associated with a single residence, resulting in increased traffic and on -street parking congestion; excessive noise and outdoor smoking that interfere with neighbors’ enjoyment of their property; neighbors often unaware of who resides in the home; minimal participation in community activities that foster neighborhood cohesion; a history of opening facilities in violation of the Murrieta Municipal Code with little regard for neighborhood impacts; disproportionate demands on public services such as sewer, water, parks, libraries, transportation infrastructure, fire, and police; tendencies for facilities to cluster in certain areas; and the potential influx of individuals with criminal records; and

WHEREAS, a variable separation requirement will still allow for a reasonable market for the purchase and operation of sober living homes within the City and still result in preferential treatment for sober living homes in that non-disabled individuals in a similar living situation (i.e., in boardinghouse-style residences) have fewer housing opportunities than disabled persons; and

WHEREAS, housing inordinately large numbers of unrelated adults in a single dwelling or congregating sober living homes in close proximity to each other does not provide persons with disabilities with an opportunity to “live in normal residential surroundings,” but rather places them into living environments bearing more in common with the types of institutional/campus/dormitory living that the FEHA and FHAA were designed to provide relief from for persons with disabilities, and which no reasonable person could contend provides a life in a normal residential surrounding; and

WHEREAS, notwithstanding the above, the City Council recognizes that while not in character with residential neighborhoods, when operated responsibly, group homes, including sober living homes, provide a societal benefit by providing persons with disabilities the opportunity to live in residential neighborho ods, as well as providing recovery programs for 325
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individuals attempting to overcome their drug and alcohol addictions, and that therefore providing greater access to residential zones to group homes, including sober living homes, than to boardinghouses or any other type of group living provides a benefit to the City and its residents; and

WHEREAS, without some regulation there is no way of ensuring that the individuals entering into a group home are disabled individuals and entitled to reasonable accommoda tion under local and state law; that a group home is operated professionally to minimize impacts to the surrounding neighborhood; and that the secondary impacts from over concentration of both group homes in a neighborhood and large numbers of unrelated ad ults residing in a single facility in an individual home are lessened; and

WHEREAS, in addition to group homes locating in residential neighborhoods, other state- licensed residential care facilities are also taking up residence in these neighborhoods; and

WHEREAS, the purpose of group homes for persons with disabilities is to provide the disabled an equal opportunity to comfortably reside in the residential neighborhood of their choice; and

WHEREAS, this Ordinance has been reviewed for compliance with the California Environmental Quality Act (CEQA), the CEQA guidelines, and the City’s environmental procedures, and has been found to be exempt pursuant to Section 15061(b)(3) (General Rule) of the CEQA Guidelines, in that the City Council hereby finds that it can be seen with certainty that there is no possibility that the passage of this Ordinance will have a significant effect on the environment.

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

SECTION 1. Section 16.44.045 is hereby added to Chapter 44 of Title 16 of the Murrieta Municipal Code to read as follows:

“16.44.045 Group Homes
Purpose. This Section is intended to preserve the residential character of single-family residential neighborhoods and to further the purposes of the FEHA, the FHAA and the Lanterman Act by, among other things: (1) ensuring that group homes are actually entitled to the special accommodation and/or additional accommodation provided under the Murrieta Municipal Code and not simply skirting the city's boarding house regulations; (2) limiting the secondary impacts of group homes by reducing noise and traffic, preserving safety and providing adequate on street parking; (3) providing an accommodation for the disabled that is reasonable and actually bears some resemblance to the opportunities afforded non -disabled individuals to use and enjoy a dwelling unit in a single-family neighborhood; and (4) to provide comfortable living environments that will enhance the opportunit y for the disabled and for recovering addicts to be successful in their programs.

A. A group home may locate in any single-family zone with a special use permit provided:
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(1) An application for a group home is submitted to the Director by the owner/operator of the group home. The application shall provide the following:
(a) The name, address, phone number and driver's license number of the owner/operator;
(b) If the applicant and/or operator is a partnership, corporation, firm or association, then the applicant/operator shall provide the additional names and addresses as follows and such persons shall also sign the application:
(i) Every general partner of the partnership,
(ii) Every owner with a controlling interest in the corporation, (iii) The person designated by the officers of a corporation as set forth in a resolution of the corporation that is to be designated as the permit holder; (c) The license and permit history of the applicant(s), including whether such applicant(s), in previous ly operating a similar use in this or another city, county or state under license and/or permit, has had such license and/or permit revoked or suspended, and the reason therefor;
(d) The name, address, phone number and driver's license number of the house manager;
(e) A copy of the group home rules and regulations;
(f) Written intake procedures;
(g) The relapse policy;
(h) An affirmation by the owner/operator that only residents (other than the house manager) who are disabled as defined by state and federal law shall reside at the group home;
(i) Blank copies of all forms that all residents and potential residents are required to complete; and
(j) A fee for the cost of processing of the application as set by resolution of the City Council.

No person shall open a group home or begin employment with a group home until this information has been provided and such persons shall be responsible for updating any of this information to keep it current.
(2) The group home has six or fewer occupants, n ot counting a house manager, but in no event shall have more than seven occupants. If the dwelling unit has a secondary accessory unit, occupants of both units will be combined to determine whether or not the limit of six occupants has been exceeded.
(3) The group home shall not be located in an accessory secondary unit unless the primary dwelling unit is used for the same purpose.
(4) The group home has a house manager who resides at the group home or any multiple of persons acting as a house manager who a re present at the group home on a 24 hour basis and who are responsible for the day-to-day operation of the group home. (5) All garage and driveway spaces associated with the dwelling unit shall, at all times, be available for the parking of vehicles.
(6) Occupants must not require and operators must not provide "care and supervision" as those terms are defined by Health and Safety Code section 1503.5 and section 80001(c)(3) of Title 22, California Code of Regulations.
(7) Integral group home facilities are not permitted. Applicants shall declare, under penalty of perjury, that the group home does not operate as an integral use/facility. Integral facilities 327
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include any combination of two (2) or more group homes which may or may not be located on the same or contiguous parcels of land, that are under the control and management of the same owner, operator, management company or licensee or any affiliate of any of them, and are integrated components of one (1) operation. Integral uses include any two (2) or mor e residential care programs commonly administered by the same owner, operator, management company or licensee, or any affiliate of any of them, in a manner in which participants in two (2) or more care programs participate simultaneously in any care or recovery activity or activities so commonly administered. (8) If the group home operator is not the property owner, written approval from the property owner to operate a group home at the property.
(9) The property must be fully in compliance with all building codes, municipal codes and zoning regulations.
(10) At least 48 hours prior to an occupant's eviction from or involuntary termination of residency in a group home, the operator thereof shall:
(a) Notify the person designated as the occupant's emergency contact or contact of record that the occupant will no longer be a resident at the home; (b) Contact the Riverside County Department of Social Services and/or another entity designated by the City to determine the services available to the occupant, including, but not limited to, alcohol and drug inpatient and outpatient treatment; (c) Notify the city's Community Services Department that an occupant is no longer a resident at the home, and determine the services available therefrom; (d) Provide the information obtained from paragraphs b and c of this subsection and any other treatment provider or service to the occupant prior to his or her release on a form provided by the City and obtain the occupant's signed acknowledgement thereon; (e) Provided, however, that if the occupant's behavior results in immediate termination of residency pursuant to rules approved by the City as part of the special use permit f or that facility, the operator shall comply with paragraphs a through d of this subsection as soon as possible.
(11) Prior to an occupant's eviction from or involuntary termination of residency in a group home, the operator thereof shall also:
(a) Make ava ilable to the occupant transportation to the address listed on the occupant's driver license, state -issued identification card, or the permanent address identified in the occupant's application or referral to the group home; (b) Provided, however, that should the occupant decline transportation to his or her permanent address or otherwise has no permanent address, then the operator shall make available to the occupant transportation to another group home or residential care facility that has agreed to accept the occupant.
(12) The group home operator shall maintain records for a period of one year following eviction from or involuntary termination of residency of an occupant that document compliance with subsections (A)(10) and (A)(11) of this section; provided, however, that nothing herein shall require an operator of a group home to violate any provision of state or federal law regarding confidentiality of health care information. The group home operator may not satisfy the obligations set forth in subsecti on (A)(11) of this section by providing remuneration to the occupant for the cost of transportation.
(13) All drivers of vehicles picking up or dropping off persons at a group home shall comply with all applicable provisions of this Code and the Vehicle Code, including, but not limited to, those provisions regulating licensure and parking, standing and stopping. 328
01375.0005 2009454.6 - 7 -
(14) In addition to the regulations outlined above, the following shall also apply to sober living homes:
(a) The sober living home is not located within 1,000 feet, as measured from the closest property lines, of any other sober living home or a state licensed alcoholism or drug abuse recovery or treatment facility in any single-family zone.. (b) All occupants, other than the house manager, must be actively participating in legitimate recovery programs, including, but not limited to, Alcoholics Anonymous or Narcotics Anonymous and the sober living home must maintain current records of meeting attendance. Under the sober living home's rules and regula tions, refusal to actively participate in such a program shall be cause for eviction. (c) The sober living home's rules and regulations must prohibit the use of any alcohol or any non-prescription drugs at the sober living home or by any recovering addict either on or off site. The sober living home must also have a written policy regarding the possession, use and storage of prescription medications. The facility cannot dispense medications but must make them available to the residents. The possession or us e of prescription medications is prohibited except for the person to whom they are prescribed, and in the amounts/dosages prescribed. These rules and regulations shall be posted on site in a common area inside the dwelling unit. Any violation of this rule must be cause for eviction under the sober living home's rules for residency and the violator cannot be re - admitted for at least 90 days. Any second violation of this rule shall result in permanent eviction. Alternatively, the sober living home must have provisions in place to remove the violator from contact with the other residents until the violation is resolved. (d) The number of occupants subject to the sex offender registration requirements of Penal Code section 290 does not exceed the limit set forth in Penal Code section 3003.5 and does not violate the distance provisions set forth in Penal Code section 3003. (e) The sober living home shall have a written visitation policy that shall preclude any visitors who are under the influence of any drug or alcohol. (f) The sober living home shall have a good neighbor policy that shall direct occupants to be considerate of neighbors, including refraining from engaging in excessively loud, profane or obnoxious behavior that would unduly interfere with a neighbor's use and enjoyment of their dwelling unit. The good neighbor policy shall establish a written protocol for the house manager/operator to follow when a neighbor complaint is received.
(g) The sober living home shall not provide any of the following servic es as they are defined by section 10501(a)(6) of Title 9, California Code of Regulations:
detoxification; educational counseling; individual or group counseling sessions; and treatment or recovery planning.
(h) An applicant may seek relief from the strict application of this section by submitting an application to the Director setting forth specific reasons as to why accommodation over and above this section is necessary under state and federal laws, pursuant to Chapter 16.73 of this Code.
(B) The special use permit shall be issued by the Director as a ministerial matter if the applicant is in compliance or has agreed to comply with subsections (A)(1) through (A)(14) of this section. At least 10 days prior to issuing a special use permit, the Director shall cause written notice to be mailed to the owner of record and occupants of all properties within 500 feet of the location of the group home. Prior to issuance of the special use permit, the Director shall hold a public hearing 329
01375.0005 2009454.6 - 8 -
for the purpose of receiving information regarding compliance with the applicable provisions of subsections (A) and (B) of this section. The issuance of the special use permit shall be denied upon a determination, and if already issued shall be denied or revoked upon a he aring, by the Director that any of the following circumstances exist:
(1) Any owner/operator or staff person has provided materially false or misleading information on the application or omitted any pertinent information; (2) Any owner/operator or staff person has an employment history in which he or she was terminated during the past two years because of physical assault, sexual harassment, embezzlement or theft; falsifying a drug test; and selling or furnishing illegal drugs or alcohol. (3) Any owner/operator or staff person has been convicted of or pleaded nolo contendere, within the last seven to 10 years, to any of the following offenses:
(a) Any sex offense for which the person is required to register as a sex offender under California Penal Code section 290 (last 10 years); (b) Arson offenses —Violations of Penal Code Sections 451 —455 (last seven years); or
(c) Violent felonies, as defined in Penal Code section 667.5, which involve doing bodily harm to another person (last 10 years).
(d) The unlawful sale or furnishing of any controlled substances (last seven years). (4) Any owner/operator or staff person is on parole or formal probation supervision on the date of the submittal of the application or at any time thereafter. (5) The owner/operator accepts residents, other than a house manager, who are not disabled as defined by the FHAA and FEHA.
(6) A special use permit for a sober living home shall also be denied upon a determination, and if already issued, any transfer shall be denied or revoked, upon a hearing, by the Director that any of the following additional circumstances exist:
(a) Any owner/operator or staff person of a sober living home is a recovering drug or alcohol abuser and upon the date of application or emplo yment has had less than one full year of sobriety.
(b) The owner/operator of a sober living home fails to immediately take measures to remove any resident who uses alcohol or illegally uses prescription or non -prescription drugs, or who is not actively par ticipating in a legitimate recovery program from contact with all other sober residents.
(c) The sober living home, as measured by the closest property lines, is located within 1000 feet of any other sober living home or state licensed alcoholism or drug abuse recovery or treatment facility. If a state -licensed alcoholism or drug abuse recovery or treatment facility moves within 1000 feet of an existing sober living home this shall not cause the revocation of the sober living home's permit or be grounds for denying a transfer of such permit.
(7) For any other significant and/or repeated violations of this section and/or any other applicable laws and/or regulations, including, but not limited to, failure to comply with the provisions of subsections (A)(10) through (13).
(8) Revocation shall not apply to any group home, which otherwise would cause it to be in violation of this section, that has obtained a reasonable accommodation pursuant to Chapter 16.73 of this Code.

C. Compliance
330
01375.0005 2009454.6 - 9 -
(1) Existing group homes must apply for a special use permit within 90 days of the effective date of this section.
(2) Group homes that are in existence upon the effective date of this section shall have one year from the effective date of this chapter to comply with its provisions, provided that any existing group home, which is serving more than six residents, must first comply with the six -resident maximum.
(3) Existing group homes obligated by a written lease exceeding one year from the effective date of the ordinance, or whose ac tivity involves investment of money in leasehold or improvements such that a longer period is necessary to prevent undue financial hardship, are eligible for up to one additional year’s grace period pursuant to Director approval.”

SECTION 2. Paragraph I of Section 16.44.150 of the Murrieta Municipal Code is replaced, in its entirety, to read as follows:

“I. Rooming and Boarding House. A rooming and boarding house as defined in Chapter

16.110 of this title, may be established only upon approval of a conditional use permit for six (6) or fewer occupants, and shall be prohibited for more than six (6) occupants subject to the following standards (Short-Term Vacation Rentals that are regulated separately fall outside of this criteria.

See, Chapter 5.27 (Short -Term Vacation Rentals) of the Murrieta Municipal Code for further criteria on these uses):

1. Filing Requirements. In addition to the regular application information, the application for a conditional use permit for a rooming and boarding house shall include the following information:
a. Any proposed restrictions or limitations on the resident profile, such as men only, women only, families with children, elderly or special needs; b. The number of rooms to be used for sleeping purposes, and the maximum number of residents including on-site management staff, if any; and c. Any proposed limitations on the maximum stay for each resident.

2. Site Location Criteria. In evaluating a proposed rooming and boarding house the following criteria shall be considered:
a. Compatibility of the proposed use with neighboring uses; b. Whether the use will result in harm to the health, safety or general welfare of the surrounding neighborhood, and substantial adverse impacts on adjoining properties or land uses will not result;
c. The proximity of the use to shopping and services, and access to public transportation; and
d. To avoid an over-concentration of rooming and boarding houses there shall be a minimum separation requirement of five hundred (500) feet, measured from the nearest ou tside building walls, between the subject use and any other rooming and boarding home or other group housing as defined in this title or in state law.

3. Development Standards. Any rooming and boarding house shall comply with the following:
a. Structures and landscaping shall be compatible with the character of the surrounding neighborhood;
331
01375.0005 2009454.6 - 10 -
b. Sufficient on-site parking shall be provided (the precise number of parking spaces required will be determined by the approving a uthority based on the operating characteristics of the specific proposal);
c. Both indoor and outdoor open areas shall be provided on site; d. All setback standards of the underlying zone shall be met; and e. Signs as permitted in Chapter 16.38.

4. Notification. Notification of the conditional use permit public hearing shall be done in accordance with Chapter 16.52 of this title.

5. Existing Facilities. Upon the expiration of any conditional use permit, an ex isting rooming and boarding house or sober living home must comply with the requirements of this Section 16.44.150.

6. Changes to Operation. Any change in operating conditions from what was originally approved and imposed by the city, including, bu t not limited to, the number of occupants or residents, or any modifications to the conditions of approval pursuant to the required conditional use permit, shall require the immediate submittal of a request for revision of the required conditional use permit.

J. Parolee-Probationer Home. A parolee-probationer home, as defined in Chapter 16.110 of this title, may be established only upon approval of a conditional use permit for six (6) or fewer occupants, and shall be prohibited for more than six (6) oc cupants subject to the following standards.

1. Filing Requirements. In addition to the regular application information, the application for a conditional use permit for a parolee-probationer home shall include the following information:
a. Client profile (the subgroup of the population the facility is intended to serve); b. Maximum number of occupants, including support staff; c. Proposed maximum stay for each parolee-probationer; d. A description of suppo rt services to be provided on -site and projected staffing level, if any;
e. Site plan and floor plans; and
f. Rules of conduct and business management plan.

2. Site Location Criteria. In evaluating a proposed parolee -probationer home, the following criteria shall be considered:
a. Compatibility of the proposed use with neighboring uses; b. Whether establishment of the facility will not result in harm to the health, safety or general welfare of the surrounding neighborhood, and substantial adverse impacts on adjoining properties or land uses will not result;
c. Facility shall be located along or near a collector or arterial street with reasonable access to public transportation;
d. Facility shall be accessible to necessary support services; e. To avoid an over-concentration of parolee-probationer homes, there shall be a one thousand (1,000) foot separation requirement as measured from the nearest outside building walls between the subject use and any other parolee-probationer home or other group housing as defined in this title or in state law;
f. To avoid an over -concentration of group housing facilities, there shall be a one thousand (1,000) foot separation requirement as measured from the nearest outside building walls between the subject use and any other group housing set forth in this subsection; and 332
01375.0005 2009454.6 - 11 -
g. That parolee-probationer homes shall not be located within one thousand (1,000) feet of a public or private school (pre-school through twelfth (12th) grade), student housing, senior housing, child care facilities, public parks and trails, or businesses licensed for on- or off-site sales of alcoholic beverages, as measured from any point on the outside walls of the parolee-probationer home to the nearest property line of the noted use.

3. Development Standards. Any parolee -probationer home shall comply with the following:
a. Facility shall be compatible with the character of the surrounding neighborhood; b. Sufficient on-site parking shall be provided (the precise number of parking spaces required will be determined by the approving authority based on the operating characteristics of the specific proposal);
c. Both indoor and outdoor open areas shall be provided on site; d. All setback standards of the underlying zone shall be met; e. Signs as permitted in Chapter 16.38;
f. On-site staff supervision shall be require d for parolee-probationer homes during all hours of operation;
g. Individual client stays at parolee-probationer homes shall not exceed one hundred eighty (180) days; and
h. The facility’s management shall participate in any formal re sidential crime prevention program (i.e., Crime Free Multi-Housing Program) provided by the city and as required under the conditional use permit and, if the program offers certification, then that certification shall be obtained and maintained in current status.

4. Notification. Notification of the conditional use permit public hearing shall be done in accordance with Chapter 16.52 of this title.

5. Existing Facilities.
a. Upon the expiration of any conditional use permit, an existing parolee-probationer home must comply with the requirements of this Section 16.44.150.J. b. An existing parolee-probationer home established pursuant to any conditional use permit discontinued for any period of time, excluding a maximum thirty- (30-) day closure required to perform necessary repair or restoration which does not increase the square footage of the residence, is deemed abandoned and any subsequent establishment of a parolee-probationer home on the premises shall be required to first obtain a new conditional use permit.

6. Changes to Operation. Any change in operating conditions from what was originally approved and imposed by the city, including, but not limited to, the number of occupants, residents or parolees-probationers, or modifications to the conditions of approval pursuant to the required conditional use permit shall require the immediate submittal of a request for revision of the required conditional use permit.

SECTION 3. Table 16.08 -2 of Section 16.08.010 of the Murrieta Municipal Code is replaced, in its entirety, to read as follows:

TABLE 16.08-1

USE TABLE

FOR RESIDENTIAL (SINGLE-FAMILY) ZONING DISTRICTS
Permit Requirement by District
333
01375.0005 2009454.6 - 12 -
Symbol Applicable Process See Chapter
P Permitted Land Use - Compliance with
development standards and zoning clearance
required

16.74 C Conditional Use - Conditional use permit
required

16.52 "Blank" Land use not permitted

Land Use (1) (2) RR ER-1 ER-2 ER-3 SF-1 SF-2 See Standards in Section Agriculture, Open Space and Resources
Animal Keeping P P P P P P 16.44.040
Crop Production,
Commercial
P P P
Electric Vehicle Charging
Stations (7)
P P P P P P 15.63, 16.34, 16.44.115
Equestrian Facilities,
Commercial

P P P P P P
Kennels
Residential/Commercial
P(3) 16.44.040.E. 2.

Nature Preserves P P P
Plant Nurseries,
Commercial
C C C
Open Space P P P P P P
Wind Conversion Energy
Systems (non-
commercial)
C
Communication Facilities
Satellite Dishes/Antennas P P P P P P 16.44.170A
Wireless Communication
Facilities
C C C C C C 16.44.170B
334
01375.0005 2009454.6 - 13 -
Education, Public
Assembly and Recreation

Bingo C C C C C C 16.44.210
Cannabis Cultivation,
Processing, Delivery, and
Dispensary (Commercial)

Cannabis Testing
Laboratory

Cannabis Dispensary
(Recreational Retail
Storefront)

Medicinal Cannabis
Delivery Service (Mobile
Activities for Patients and
Caregivers)
P

P P P P P 16.44.250
Medicinal Cannabis
Delivery Service (Physical
Delivery Logistics
Location)

Churches, places of
worship

C C C C C C
Cemeteries, Mortuaries,
Crematoriums,
Mausoleums
C C C
Golf Courses, Country
Clubs, Driving Ranges

C C C C C
Private Residential
Recreational Facilities
P P P P P P See definition
Schools C C C C C C
Residential
Accessory Dwelling Units P P P P P P 16.44.160
Assisted Living/Skilled
Nursing

C C C C C C
335
01375.0005 2009454.6 - 14 -
Bed and Breakfast Inns C C C
Child Day Care Centers C C C C C C 16.44.050
Group Homes P(11) P(11) P(11) P(11) P(11) P(11) 16.44.045 Home Occupations P P P P P P 16.60.030
Junior Accessory
Dwelling Unit
P P P P P P 16.44.160
Large Family Day -Care
Homes - 9 to 14
children(5)
P P P P P P 16.44.050
Manufactured Housing
(including mobile
homes)(6)
P P P P P P 16.44.050
Marijuana Cultivation,
Processing, Delivery, and
Dispensary

Medical Marijuana
Dispensary

Medical Marijuana
Dispensary, Mobile

Mobile Home Parks C C C C C C
Model Homes/Sales
Office

P P P P P P
Multi-family Housing P
Personal Services
(Limited)
P(9)(10) P(9)(10) P(9)(10) P(9)(10) P(9)(10) P(9)(10) See Definition 5.18, 16.44.270
Residential Acc essory
Uses and Structures
P P P P P P 16.44.150
Residential Care Homes -
up to 6 Clients

P P P P P P
336
01375.0005 2009454.6 - 15 -
Residential Care Homes -
7+ Clients

C C C C C C
Residential
Wedding/Event
Facilities(4)
C C C 16.44.230
Rooming/Boarding
Houses
C C C C C C 16.44.150I
Short-Term Vacation
Rentals (STVRs) -
Hosted(8)
P P P P P P 5.27 and 16.44.260
Short-Term Vacation
Rentals (STVRs) - Non-
Hosted(8)
P P P 5.27 and 16.44.260
Single-family Homes P P P P P P
Small Family Day -Care
Homes - Up to 8 children(5)
P P P P P P 16.44.050
Supportive Housing P P P P P P 16.44.200
Transitional Housing
(including SRO/Efficiency
units
P P P P P P 16.44.200
Notes:
(1) See Section 16.04.020 regarding uses not listed.
(2) See Article VI for definitions of the land uses listed. (3) Kennels existing as of January 1, 2014 wi thin the RR zone are a legal -conforming land use and are permitted to continue in operation subject to no changes in the existing operation and/or compliance with the development standards contained in Section 16.44.040.E.2. (4) Minimum five (5) acre property.
(5) Zoning clearance not required.
(6) Any development standards imposed shall be limited to those specified in state law. See Califo rnia Code of Regulations, Title 25 (Housing and Community Development), Division 1 for additional details and requirements.
(7) For EVCS - Subject to the Minor Conditional Use Permit appeal provisions for identified Public Health and Safety issues as described in Chapter 15.63.
(8) For STVRs - Subject to the Citywide maximum, locational, and operational criteria, as described in Chapter 5.27 and Section 16.44.260 of this Municipal Code. (9) Limited to a massage accessory use in conjunction with establishment of the following primary uses:
assisted living/skilled nursing. No other personal service are permitted. Refer to Section 16.44.270.B.3 337
01375.0005 2009454.6 - 16 -
(Massage Accessory Use) and Chapter 5.18 (Massage Businesses and Massage Therapists) for additional details.
(10) Refer to Section 5.18.150 (Exemptions) for the types of “Professions and Services” which shall not be classified as a massage establishment.
(11) Subject to a Special Permit issued pursuant to Section 16.44.045.

SECTION 4. Section 16.110.020 of Chapter 110 of Title 16 of the Murrieta Municipal Code is hereby amended to revise the following definition to read as follows:

“Rooming and Boarding Houses. A residence or dwelling, other than a hotel, wherein three (3) or more rooms, with or without individual or group cooking facilities, are rented to individuals under separate rental agreements or leases, either written or oral, whether or not an owner, agent or rental manager is in residence. Included within the definition of "rooming and boarding house" are parolee-probationer homes as defined herein. Does not include short-term vacation rentals, which are defined under this s ection and regulated under Chapter 5.27 (Short -Term Vacation Rentals) and Title 16.

SECTION 5. Section 16.110.020 of Chapter 110 of Title 16 of the Murrieta Municipal Code is hereby amended by adding the following definition:

“Group Home. A facility that is being used as a supportive living environment for persons who are considered disabled under state or federal law. A group home operated by a single operator or service provider (whether licensed or unlicensed) constitutes a single facility, whether the facility occupies one or more dwelling units. Group homes include sober living homes but shall not include the following as defined in this code : Assisted Living/Skilled Nursing , Bed and Breakfast Inn , Short-Term Vacation Rental (STVR) , Hotel or Motel , Live/Work Facility , Residential Care Homes, Rooming and Boarding Houses, Senior Citizen Congregate Care Housing , Single Room Occupancy (SRO) (also known as an Efficiency Unit) , Skilled Nursing-Short Term, Supportive Housing, Transitional Housing and Transitional Housing Development.”

SECTION 6 Section 16.110.020 of Chapter 110 of Title 16 of the Murrieta Municipal Code is hereby amended by revising the following definition to read as follows:

“Residential Care Homes. Facilities providing residential social and personal care for children, the elderly, and people with limited ability for self-care, but where medical care is not a major element.

Includes: children’s homes; transitional houses; orphanages; rehabilitation centers; and self -help group homes. Convalescent homes, nursing homes, and similar facilities providing medical care are included under the definition of “Assisted Living/Skilled Nursing.” This use definition does not include sober living homes or any other facility that meets the definition of a Group Home, whether licensed or unlicensed.”

SECTION 7. This ordinance is exempt from the California Environmental Quality Act (“CEQA”) under Section 15061(b)(3) of the CEQA Guidelines, which provides that CEQA only applies to projects that have the potential for causing a significant effect on the environment. 338
01375.0005 2009454.6 - 17 -
Where, as here, it can be seen with certainty that there is no possibility that the activity in question would have a significant effect on the environment, the activity is not subject to CEQA.

SECTION 8. If any section, subsection, sentence, clause, o r 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 shall not affect the validity of the remaining portions of this ordinance.

The City Council hereby declares that it would have passed this ordinance, and each and every section, subsection, sentence, clause and phrase thereof not declared invalid or unconstitutional without regard to whether any portion of the ordinance would be subsequently declared invalid or unconstitutional.

SECTION 9. This Ordinance shall become effective on the thirty-first (31st) day after its passage and adoption, and within fifteen (15) days after its final passage and the City Clerk shall cause it to be posted and published i n 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 2nd day of September, 2025.

Cindy Warren, Mayor

ATTEST:

Cristal McDonald, City Clerk

APPROVED AS TO FORM:

Tiffany J. Israel, City Attorney
339
01375.0005 2009454.6 - 18 -

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. 624-25 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 September, 2025, 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. 624-25 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: , 2025.

In witness whereof, I have hereunto subscribed my name this __ day of ______________, 2025.

Cristal McDonald, City Clerk

340

Attachment 2- Planning Commission Documents

341

PLANNING COMMISSION
RESOLUTION NO. 2025-09

A RESOLUTION OF THE PLANNING COMMISSION OF THE CITY OF

MURRIETA, RECOMMENDING THAT THE CITY COUNCIL APPROVE THE PROPOSED DEVELOPMENT CODE AMENDMENT TO REVISE TITLE 16 OF THE MURRIETA MUNICIPAL CODE BY ADDING SECTION 16. 44.045 AND AMENDING SECTIONS 16.08.010, 16.44.150, AND 16.110.020 RELATED TO

GROUP HOMES, SOBER LIVING HOMES, AND RESIDENTIAL CARE

FACILITIES

WHEREAS, the City of Murrieta (“City”) proposes an amendment to the City’s Development Code for the purpose of revising and updating Sections 16.08.010 and 16.44.150 (“Development Code Amendment”); and
WHEREAS, the Development Code Amendment makes modifications that address sober living homes group homes and residential care facilities; and
WHEREAS, on August 13, 2025, the City of Murrieta Planning Commission held a duly noticed public hearing on the proposed Development Code Amendment, at which a staff report was presented, and evidence in the record was provided to support the findings required by t he Development Code Section 16.58.080; and
WHEREAS, the Planning Commission considered and discussed the public comments and written information provided at the public hearing and has determined that the proposed Development Code Amendment is appropriate; and
WHEREAS, the Planning Commission, after notice duly given as required by law, held a public hearing on August 13, 2025, at 6:00 p.m., in the City Hall council chamber to consider this proposed Ordinance No. ___-25, and heard all arguments for and against this proposal.

NOW, THEREFORE, BE IT RESOLVED that the Planning Commission of the City of Murrieta does resolve as follows:

Findings and Recommended Approval for Development Code Amendments:

1. 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; 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 Developmen t Code Amendment updates and amends Chapters 16.08, and 16.44 in order to address group homes, sober living homes, and residential care facilities due to the resolution of certain legal issues by the Ninth Circuit Federal Court of Appeals.

Docusign Envelope ID: 735B7106-0D84-4617-90F7-381CD360407C 342

2. The proposed amendment would not be detrimental to the public convenience, health, safety or general welfare of the City;

FACTS: The General Plan promotes the health, safety, and welfare of the City through the listed goals and policies included within each element, the proposed project includes reasonable regulations to ensure that the public convenience, health, safety, and genera l welfare are protected. The proposed changes would ensure that disabled residents have the same opportunity to enjoy housing as non-disabled residents of the City.

3. The proposed amendment is internally consistent with other applicable provisions of the Development Code.

FACTS: The proposed amendment creates new sections and revises existing new sections within the Development Code related to the topic of group homes, sober living homes, and residential care facilities to ensure there are no inconsistencies.

4. The proposed amendment is in compliance with the provisions of the California Environmental Quality Act (CEQA);
FACTS: The proposed ordinance has been reviewed for compliance with the California Environmental Quality Act (CEQA), the CEQA guidelines, and the City’s environmental procedures, and has been found to be exempt pursuant to Section 15061(b)(3) (General Rule) of the CEQA Guidelines, in that the City Council hereby finds that it can be seen with certainty that there is no possibility that the passage of this Ordinance will have a significant effect on the environment.

BE IT FURTHER RESOLVED that based on the written information provided, the public comments received, and findings stated above, the Planning Commission recommends that the City Council adopt the environmental determination and approve the Development Code Amendment amending Chapters 16.08 and 16.44 as shown in the proposed ordinance.

PASSED, APPROVED AND ADOPTED THIS 13th DAY OF August, 2025 by the following call vote:

_____________________________
Planning Commission Chairperson

ATTEST:

__________________________
Carl Stiehl, City Planner

Docusign Envelope ID: 735B7106-0D84-4617-90F7-381CD360407C 343

AYES: Vrooman, Wojcik, Rose
NOES: None
ABSENT: LaPaglia
ABSTAINED: None
RECUSED: DeSena

__________________________________
Carl Stiehl, City Planner
Docusign Envelope ID: 735B7106-0D84-4617-90F7-381CD360407C 344

01375.0005 2009454.5 - 1 -
ORDINANCE NO. 25-__

AN ORDINANCE OF THE CITY COUNCIL OF THE CITY OF
MURRIETA, CALIFORNIA, TO REVISE TITLE 16 OF THE MURRIETA MUNICIPAL CODE BY ADDING SECTION 16. 44.045 AND AMENDING SECTIONS 16.08.010, 16.44.150, AND 16.110.020 RELATED TO GROUP

HOMES, SOBER LIVING HOMES, AND RESIDENTIAL CARE

FACILITIES

WHEREAS, under Article XI, Section 7 of the California Constitution, the City has been granted broad police powers to preserve the character and integrity of its residential neighborhoods, which powers have been recognized by both the California Supreme Court and the United States Supreme Court, the latter of which has stated that “it is within the power of the legislature to determine that the community should be beautiful as well as healthy, spacious as well as clean, well-balanced as well as carefully patrolled”; and

WHEREAS, the Lanterman Act fulfills this purpose in part by requiring cities to treat state licensed residential care facilities serving six or fewer as a residential use; and

01375.0005 2009454.5 - 2 -
are to be afforded the opportunity to receive substance abuse treatment rather than incarceration thereby increasing the demand for sober living homes; and

WHEREAS, the Affordable Care Act has significantly expanded the availability of health care coverage for substance abuse treatment; and

WHEREAS, the City of Murrieta has seen a n increase in the number of sober living homes, which has generated secondary impacts including, but not limited to neighborhood parking shortfalls, overcrowded housing conditions, inordinate amounts of second-hand smoke, and noise; and the clustering of sober living facilities in close proximity to each other creating near neighborhoods of sober living homes; and

WHEREAS, the purpose of sober living homes is to provide a comfortable living environment for persons with drug or alcohol addictions in which they remain clean and sober and can participate in a recovery program in a residential, community environment, and so th at they have the opportunity to reside in the residential neighborhood of their choice; and

WHEREAS, recovering alcoholics and drug addicts, who are not currently using alcohol or drugs, are considered to be disabled under both the FHAA and FEHA; and

WHEREAS, establishing distance requirements for sober living homes is reasonable and non-discriminatory, helping to preserve the residential character of neighborhoods while also furthering the interest of ensuring that individuals with disabilities are not livin g in overcrowded environments that are counterproductive to their well-being and recovery; and

WHEREAS, sober living homes do not function as a single housekeeping unit for the following reasons: (1) they house extremely transient populations; (2) the residents generally have no established ties to each other when they move in and typically do not mingle w ith other neighbors; (3) neighbors generally do not know who or who does not reside in the home; (4) the residents have little to no say about who lives or doesn’t live in the home; (5) the residents do not generally share expenses; (6) the resident s are often responsible for their own food, laundry and phone; (7) when residents disobey house rules they are involuntarily removed from the house; (8) the residents generally do not share the same acquaintances; and (9) residents often pay rents that are significantly higher than market rate; and

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living home would typically house six individuals or more, a number at least double the average household size of 3.17 persons in Riverside County according to the most recent U.S. federal census data and thus represents approximately the top 10% of household sizes in the County; and

WHEREAS, due to their highly transient populations, above -average numbers of unrelated adults residing in a single dwelling, and limited regulatory oversight, sober living homes present challenges not typically associated with traditional residential uses, including but not limited to: housing large groups of unrelated adults who may or may not be supervised; disproportionately high numbers of vehicles associated with a single residence, resulting in increased traffic and on -street parking congestion; exces sive noise and outdoor smoking that interfere with neighbors’ enjoyment of their property; neighbors often unaware of who resides in the home; minimal participation in community activities that foster neighborhood cohesion; a history of opening facilities in violation of the Murrieta Municipal Code with little regard for neighborhood impacts; disproportionate demands on public services such as sewer, water, parks, libraries, transportation infrastructure, fire, and police; tendencies for facilities to cluster in certain areas; and the potential influx of individuals with criminal records; and

WHEREAS, housing inordinately large numbers of unrelated adults in a single dwelling or congregating sober living homes in close proximity to each other does not provide persons with disabilities with an opportunity to “live in normal residential surroundings,” but rather places them into living environments bearing more in common with the types of institutional/campus/dormitory living that the FEHA and FHAA were designed to provide relief from for persons with disabilities, and which no reasonable person c ould contend provides a life in a normal residential surrounding; and

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opportunity to live in residential neighborhoods, as well as providing recovery programs for individuals attempting to overcome their drug and alcohol addictions, and that therefore providing greater access to residential zones to group homes, including so ber living homes, than to boardinghouses or any other type of group living provides a benefit to the City and its residents; and

WHEREAS, without some regulation there is no way of ensuring that the individuals entering into a group home are disabled individuals and entitled to reasonable accommodation under local and state law; that a group home is operated professionally to minimize impacts to the surrounding neighborhood; and that the secondary impacts from over concentration of both group homes in a neighborhood and large numbers of unrelated adults residing in a single facility in an individual home are lessened; and

WHEREAS, in addition to group homes locating in residential neighborhoods, other state- licensed residential care facilities are also taking up residence in these neighborhoods; and

WHEREAS, the purpose of group homes for persons with disabilities is to provide the disabled an equal opportunity to comfortably reside in the residential neighborhood of their choice; and

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

SECTION 1. Section 16.44.045 is hereby added to Chapter 44 of Title 16 of the Murrieta Municipal Code to read as follows:

“16.44.045 Group Homes
Purpose. This Section is intended to preserve the residential character of single-family residential neighborhoods and to further the purposes of the FEHA, the FHAA and the Lanterman Act by, among other things: (1) ensuring that group homes are actually entitled to the special accommodation and/or additional accommodation provided under the Murrieta Municipal Code and not simply skirting the city's boarding house regulations; (2) limiting the secondary impacts of group homes by reducing noise and traffic, preserving safety and providing adequate on street parking; (3) providing an accommodation for the disabled that is reasonable and actually bears some resemblance to the opportunities afforded non -disabled individuals to use and enjoy a dwelling unit in a single-family neighborhood; and (4) to provide comfortable living environments that will enhance the opportunity for the disabled and for recovering addicts to be successful in their programs.

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A. A group home that may otherwise be considered an unpermitted use may locate in any single- family zone with a special use permit provided:
(1) An application for a group home is submitted to the Director by the owner/operator of the group home. The application shall provide the following:
(a) The name, address, phone number and driver's license number of the owner/operator;
(b) If the applicant and/or operator is a partnership, corporation, firm or association, then the applicant/operator shall provide the additional names and addresses as follows and such persons shall also sign the application:
(i) Every general partner of the partnership,
(ii) Every owner with a controlling interest in the corporation, (iii) The person designated by the officers of a corporation as set forth in a resolution of the corporation that is to be designated as the permit holder; (c) The license and permit history of the applicant(s), including whether such applicant(s), in previously operating a similar use in this or another city, county or state under license and/or permit, has had such license and/or permit revoked or suspended, and the reason therefor;
(d) The name, address, phone number and driver's license number of the house manager;
(e) A copy of the group home rules and regulations;
(f) Written intake procedures;
(g) The relapse policy;
(h) An affirmation by the owner/operator that only residents (other than the house manager) who are disabled as defined by state and federal law shall reside at the group home;
(i) Blank copies of all forms that all residents and potential residents are required to complete; and
(j) A fee for the cost of processing of the application as set by resolution of the City Council.

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(7) Integral group home facilities are not permitted. Applicants shall declare, under penalty of perjury, that the group home does not operate as an integral use/facility. Integral facilities include any combination of two (2) or more group homes which may or may not be located on the same or contiguous parcels of land, that are under the control and management of the same owner, operator, management company or licensee or any affiliate of any of them, and are integrated components of one (1) operation. Int egral uses include any two (2) or more residential care programs commonly administered by the same owner, operator, management company or licensee, or any affiliate of any of them, in a manner in which participants in two (2) or more care programs participate simultaneously in any care or recovery activity or activities so commonly administered. (8) If the group home operator is not the property owner, written approval from the property owner to operate a group home at the property.
(9) The property must be fully in compliance with all building codes, municipal codes and zoning regulations.
(10) At least 48 hours prior to an occupant's eviction from or involuntary termination of residency in a group home, the operator thereof shall:
(a) Notify the person designated as the occupant's emergency contact or contact of record that the occupant will no longer be a resident at the home; (b) Contact the Riverside County Department of Social Services and/or another entity designated by the City to determine the services available to the occupant, including, but not limited to, alcohol and drug inpatient and outpatient treatment; (c) Notify the city's Community Services Department that an occupant is no longer a resident at the home, and determine the services available therefrom; (d) Provide the information obtained from paragraphs b and c of this subsection and any other treatment provider or service to the occupant prior to his or her release on a form provided by the City and obtain the occupant's signed acknowledgement thereon; (e) Provided, however, that if the occupant's behavior results in immediate termination of residency pursuant to rules approved by the City as part of the special use permit for that facility, the operator shall comply with paragraphs a through d of this subsection as soon as possible.
(11) Prior to an occupant's eviction from or involuntary termination of residency in a group home, the operator thereof shall also:
(a) Make available to the occupant transportation to the address listed on the occupant's driver license, state -issued identification card, or the permanent address identified in the occupant's application or referral to the group home; (b) Provided, however, that should the occupant decline transportation to his or her permanent address or otherwise has no permanent address, then the operator shall make available to the occupant transportation to another group home or residential care facili ty that has agreed to accept the occupant.
(12) The group home operator shall maintain records for a period of one year following eviction from or involuntary termination of residency of an occupant that document compliance with subsections (A)(10) and (A)(11) of this section; provided, however, that nothing herein shall require an operator of a group home to violate any provision of state or federal law regarding confidentiality of health care information. The group home operator may not satisfy the obligations set forth in subsection ( A)(11) of this section by providing remuneration to the occupant for the cost of transportation.

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(13) All drivers of vehicles picking up or dropping off persons at a group home shall comply with all applicable provisions of this Code and the Vehicle Code, including, but not limited to, those provisions regulating licensure and parking, standing and stopping. (14) In addition to the regulations outlined above, the following shall also apply to sober living homes:
(a) The sober living home is not located within 500 feet, as measured from the closest property lines, of any other sober living home or a state licensed alcoholism or drug abuse recovery or treatment facility in single-family zones other than the Rural Residential (RR) zone. In the RR zone a sober living home shall not be located within 1,000 feet , as measured from the closest property lines, of any other sober living home or a state licensed alcoholism or drug abuse recovery or treatment facility. (b) All occupants, other than the house manager, must be actively participating in legitimate recovery programs, including, but not limited to, Alcoholics Anonymous or Narcotics Anonymous and the sober living home must maintain current records of meeting attendance. Under the sober living home's rules and regulations, refusal to actively participate in such a program shall be cause for eviction. (c) The sober living home's rules and regulations must prohibit the use of any alcohol or any non-prescription drugs at the sober living home or by any recovering addict either on or off site. The sober living home must also have a written policy regarding the possession, use and storage of prescription medications. The facility cannot dispense medications but must make them available to the residents. The possession or use of prescription medications is prohibited except for the person to whom they are pre scribed, and in the amounts/dosages prescribed. These rules and regulations shall be posted on site in a common area inside the dwelling unit. Any violation of this rule must be cause for eviction under the sober living home's rules for residency and the v iolator cannot be re - admitted for at least 90 days. Any second violation of this rule shall result in permanent eviction. Alternatively, the sober living home must have provisions in place to remove the violator from contact with the other residents until the violation is resolved. (d) The number of occupants subject to the sex offender registration requirements of Penal Code section 290 does not exceed the limit set forth in Penal Code section 3003.5 and does not violate the distance provisions set forth in Penal Code section 3003. (e) The sober living home shall have a written visitation policy that shall preclude any visitors who are under the influence of any drug or alcohol. (f) The sober living home shall have a good neighbor policy that shall direct occupants to be considerate of neighbors, including refraining from engaging in excessively loud, profane or obnoxious behavior that would unduly interfere with a neighbor's use and enjoyment of their dwelling unit. The good neighbor policy shall establish a written protocol for the house manager/operator to follow when a neighbor complaint is received.
(g) The sober living home shall not provide any of the following services as they are defined by section 10501(a)(6) of Title 9, California Code of Regulations:
detoxification; educational counseling; individual or group counseling sessions; and treatment or recovery planning.
(h) An applicant may seek relief from the strict application of this section by submitting an application to the Director setting forth specific reasons as to why Docusign Envelope ID: 735B7106-0D84-4617-90F7-381CD360407C 351

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accommodation over and above this section is necessary under state and federal laws, pursuant to Chapter 16.73 of tis Code.
(B) The special use permit shall be issued by the Director as a ministerial matter if the applicant is in compliance or has agreed to comply with subsections (A)(1) through (A)(14) of this section. At least 10 days prior to issuing a special use permit, the Director shall cause written notice to be mailed to the owner of record and occupants of all properties within 500 feet of the location of the group home. Prior to issuance of the special use permit, the Director shall hold a public hearing for the purpose of receiving information regarding compliance with the applicable provisions of subsections (A) and (B) of this section. The issuance of the special use permit shall be denied upon a determination, and if already issued shall be denied or revoked upon a hearing, by the Director that any of the following circumstances exist:
(1) Any owner/operator or staff person has provided materially false or misleading information on the application or omitted any pertinent information; (2) Any owner/operator or staff person has an employment history in which he or she was terminated during the past two years because of physical assault, sexual harassment, embezzlement or theft; falsifying a drug test; and selling or furnishing illegal drugs or alcohol. (3) Any owner/operator or staff person has been convicted of or pleaded nolo contendere, within the last seven to 10 years, to any of the following offenses:
(a) Any sex offense for which the person is required to register as a sex offender under California Penal Code section 290 (last 10 years); (b) Arson offenses —Violations of Penal Code Sections 451 —455 (last seven years); or
(c) Violent felonies, as defined in Penal Code section 667.5, which involve doing bodily harm to another person (last 10 years).
(d) The unlawful sale or furnishing of any controlled substances (last seven years). (4) Any owner/operator or staff person is on parole or formal probation supervision on the date of the submittal of the application or at any time thereafter. (5) The owner/operator accepts residents, other than a house manager, who are not disabled as defined by the FHAA and FEHA.
(6) A special use permit for a sober living home shall also be denied upon a determination, and if already issued, any transfer shall be denied or revoked, upon a hearing, by the Director that any of the following additional circumstances exist:
(a) Any owner/operator or staff person of a sober living home is a recovering drug or alcohol abuser and upon the date of application or employment has had less than one full year of sobriety.
(b) The owner/operator of a sober living home fails to immediately take measures to remove any resident who uses alcohol or illegally uses prescription or non -prescription drugs, or who is not actively participating in a legitimate recovery program from contac t with all other sober residents.
(c) The sober living home, as measured by the closest property lines, is located within 500 feet, or 1000 feet if in an RR zone, of any other sober living home or state licensed alcoholism or drug abuse recovery or treatment facility. If a state -licensed alcoholism or drug abuse recovery or treatment facility moves within 500 feet, or 1000 feet in an RR zone, of an existing sober living home this shall not cause the revocation of the sober living home's permit or be grounds for denying a transfer of such permit.

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(7) For any other significant and/or repeated violations of this section and/or any other applicable laws and/or regulations, including, but not limited to, failure to comply with the provisions of subsections (A)(10) through (13).
(8) Revocation shall not apply to any group home, which otherwise would cause it to be in violation of this section, that has obtained a reasonable accommodation pursuant to Chapter 16.73 of this Code.

C. Compliance
(1) Existing group homes must apply for a special use permit within 90 days of the effective date of this section.
(2) Group homes that are in existence upon the effective date of this section shall have one year from the effective date of this chapter to comply with its provisions, provided that any existing group home, which is serving more than six residents, must first comply with the six -resident maximum.
(3) Existing group homes obligated by a written lease exceeding one year from the effective date of the ordinance, or whose activity involves investment of money in leasehold or improvements such that a longer period is necessary to prevent undue financial har dship, are eligible for up to one additional year’s grace period pursuant to Director approval.”

SECTION 2. Paragraph I of Section 16.44.150 of the Murrieta Municipal Code is replaced, in its entirety, to read as follows:

“I. Rooming and Boarding House. A rooming and boarding house as defined in Chapter

See, Chapter 5.27 (Short -Term Vacation Rentals) of the Murrieta Municipal Code for further criteria on these uses):

2. Site Location Criteria. In evaluating a proposed rooming and boarding house the following criteria shall be considered:
a. Compatibility of the proposed use with neighboring uses; b. Whether the use will result in harm to the health, safety or general welfare of the surrounding neighborhood, and substantial adverse impacts on adjoining properties or land uses will not result;
c. The proximity of the use to shopping and services, and access to public transportation; and
d. To avoid an over-concentration of rooming and boarding houses there shall be a minimum separation requirement of five hundred (500) feet, measured from the nearest outside Docusign Envelope ID: 735B7106-0D84-4617-90F7-381CD360407C 353

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building walls, between the subject use and any other rooming and boarding home or other group housing as defined in this title or in state law.

3. Development Standards. Any rooming and boarding house shall comply with the following:
a. Structures and landscaping shall be compatible with the character of the surrounding neighborhood;
b. Sufficient on-site parking shall be provided (the precise number of parking spaces required will be determined by the approving authority based on the operating characteristics of the specific proposal);
c. Both indoor and outdoor open areas shall be provided on site; d. All setback standards of the underlying zone shall be met; and e. Signs as permitted in Chapter 16.38.

4. Notification. Notification of the conditional use permit public hearing shall be done in accordance with Chapter 16.52 of this title.

5. Existing Facilities. Upon the expiration of any conditional use permit, an existing rooming and boarding house or sober living home must comply with the requirements of this Section 16.44.150.

6. Changes to Operation. Any change in operating conditions from what was originally approved and imposed by the city, including, but not limited to, the number of occupants or residents, or any modifications to the conditions of approval pursuant to the required conditional use permit, shall require the immediate submittal of a request for revision of the required conditional use permit.

1. Filing Requirements. In addition to the regular application information, the application for a conditional use permit for a parolee-probationer home shall include the following information:
a. Client profile (the subgroup of the population the facility is intended to serve); b. Maximum number of occupants, including support staff; c. Proposed maximum stay for each parolee-probationer; d. A description of support services to be provided on -site and projected staffing level, if any;
e. Site plan and floor plans; and
f. Rules of conduct and business management plan.

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e. To avoid an over-concentration of parolee-probationer homes, there shall be a one thousand (1,000) foot separation requirement as measured from the nearest outside building walls between the subject use and any other parolee-probationer home or other group housing as defined in this title or in state law;
f. To avoid an over -concentration of group housing facilities, there shall be a one thousand (1,000) foot separation requirement as measured from the nearest outside building walls between the subject use and any other group housing set forth in this subsection; and g. That parolee-probationer homes shall not be located within one thousand (1,000) feet of a public or private school (pre-school through twelfth (12th) grade), student housing, senior housing, child care facilities, public parks and trails, or businesses licensed for on- or off-site sales of alcoholic beverages, as measured from any point on the outside walls of the parolee-probationer home to the nearest property line of the noted use.

3. Development Standards. Any parolee -probationer home shall comply with the following:
a. Facility shall be compatible with the character of the surrounding neighborhood; b. Sufficient on-site parking shall be provided (the precise number of parking spaces required will be determined by the approving authority based on the operating characteristics of the specific proposal);
c. Both indoor and outdoor open areas shall be provided on site; d. All setback standards of the underlying zone shall be met; e. Signs as permitted in Chapter 16.38;
f. On-site staff supervision shall be required for parolee -probationer homes during all hours of operation;
g. Individual client stays at parolee-probationer homes shall not exceed one hundred eighty (180) days; and
h. The facility’s management shall participate in any formal residential crime prevention program (i.e., Crime Free Multi-Housing Program) provided by the city and as required under the conditional use permit and, if the program offers certification, then that certification shall be obtained and maintained in current status.

4. Notification. Notification of the conditional use permit public hearing shall be done in accordance with Chapter 16.52 of this title.

5. Existing Facilities.
a. Upon the expiration of any conditional use permit, an existing parolee-probationer home must comply with the requirements of this Section 16.44.150.J. b. An existing parolee-probationer home established pursuant to any conditional use permit discontinued for any period of time, excluding a maximum thirty- (30-) day closure required to perform necessary repair or restoration which does not incr ease the square footage of the residence, is deemed abandoned and any subsequent establishment of a parolee-probationer home on the premises shall be required to first obtain a new conditional use permit.

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SECTION 3. Table 16.08 -2 of Section 16.08.010 of the Murrieta Municipal Code is replaced, in its entirety, to read as follows:

TABLE 16.08-1

USE TABLE

FOR RESIDENTIAL (SINGLE-FAMILY) ZONING DISTRICTS
Permit Requirement by District
Symbol Applicable Process See Chapter
P Permitted Land Use - Compliance with
development standards and zoning clearance
required

16.74 C Conditional Use - Conditional use permit
required

16.52 "Blank" Land use not permitted

Land Use (1) (2) RR ER-1 ER-2 ER-3 SF-1 SF-2 See Standards in Section Agriculture, Open Space and Resources
Animal Keeping P P P P P P 16.44.040
Crop Production,
Commercial
P P P
Group Homes P(11) P(11) P(11) P(11) P(11) P(11) 16.44.045 Electric Vehicle Charging
Stations (7)
P P P P P P 15.63, 16.34, 16.44.115
Equestrian Facilities,
Commercial

P P P P P P
Kennels
Residential/Commercial
P(3) 16.44.040.E. 2.

Nature Preserves P P P
Plant Nurseries,
Commercial
C C C
Open Space P P P P P P
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Wind Conversion Energy
Systems (non -
commercial)
C
Communication Facilities
Satellite Dishes/Antennas P P P P P P 16.44.170A
Wireless Communication
Facilities
C C C C C C 16.44.170B
Education, Public
Assembly and Recreation

Bingo C C C C C C 16.44.210
Cannabis Cultivation,
Processing, Delivery, and
Dispensary (Commercial)

Cannabis Testing
Laboratory

Cannabis Dispensary
(Recreational Retail
Storefront)

Medicinal Cannabis
Delivery Service (Mobile
Activities for Patients and
Caregivers)
P

P P P P P 16.44.250
Medicinal Cannabis
Delivery Service (Physical
Delivery Logistics
Location)

Churches, places of
worship

C C C C C C
Cemeteries, Mortuaries,
Crematoriums,
Mausoleums
C C C
Golf Courses, Country
Clubs, Driving Ranges

C C C C C
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Private Residential
Recreational Facilities
P P P P P P See definition
Schools C C C C C C
Residential
Accessory Dwelling Units P P P P P P 16.44.160
Assisted Living/Skilled
Nursing

C C C C C C
Bed and Breakfast Inns C C C
Child Day Care Centers C C C C C C 16.44.050
Home Occupations P P P P P P 16.60.030
Junior Accessory
Dwelling Unit
P P P P P P 16.44.160
Large Family Day -Care
Homes - 9 to 14
children(5)
P P P P P P 16.44.050
Manufactured Home
(including mobile
homes)(6)
P P P P P P 16.44.050
Marijuana Cultivation,
Processing, Delivery, and
Dispensary

Medical Marijuana
Dispensary

Medical Marijuana
Dispensary, Mobile

Mobile Home Parks C C C C C C
Model Homes/Sales
Office

P P P P P P
Multi-family Housing P
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Personal Services
(Limited)
P(9)(10) P(9)(10) P(9)(10) P(9)(10) P(9)(10) P(9)(10) See Definition 5.18, 16.44.270
Residential Accessory
Uses and Structures
P P P P P P 16.44.150
Residential Care Homes -
up to 6 Clients

P P P P P P
Residential Care Homes -
7+ Clients

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(6) Any development standards imposed shall be limited to those specified in state law. See California Code of Regulations, Title 25 (Housing and Community Development), Division 1 for additional details and requirements.
(7) For EVCS - Subject to the Minor Conditional Use Permit appeal provisions for identified Public Health and Safety issues as described in Chapter 15.63.
(8) For STVRs - Subject to the Citywide maximum, locational, and operational criteria, as described in Chapter 5.27 and Section 16.44.260 of this Municipal Code. (9) Limited to a massage accessory use in conjunction with establishment of the following primary uses:
assisted living/skilled nursing. No other personal service are permitted. Refer to Section 16.44.270.B.3 (Massage Accessory Use) and Chapter 5.18 (Massage Businesses and Massage Therapists) for additional details.
(10) Refer to Section 5.18.150 (Exemptions) for the types of “Professions and Services” which shall not be classified as a massage establishment.
(11) Subject to a Special Permit issued pursuant to Section 16.44.045.

SECTION 4. Section 16.110.020 of Chapter 110 of Title 16 of the Murrieta Municipal Code is hereby amended to revise the following definition to read as follows:

SECTION 5. Section 16.110.020 of Chapter 110 of Title 16 of the Murrieta Municipal Code is hereby amended by adding the following definition:

SECTION 6 Section 16.110.020 of Chapter 110 of Title 16 of the Murrieta Municipal Code is hereby amended by revising the following definition to read as follows:

Includes: children’s homes; transitional houses; orphanages; rehabilitation centers; and self-help Docusign Envelope ID: 735B7106-0D84-4617-90F7-381CD360407C 360

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group homes. Convalescent homes, nursing homes, and similar facilities providing medical care are included under the definition of “Assisted Living/Skilled Nursing.” This use definition does not include sober living homes or any other facility that meets the definition of a Group Home, whether licensed or unlicensed.”

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

SECTION 8. 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 shall not affect the validity of the remaining portions of this ordinance.

SECTION 9. This Ordinance shall become effective on the thirty-first (31st) day after its passage and adoption, and within fifteen (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 ________, 2025.

Cindy Warren, Mayor

ATTEST:

Cristal McDonald, City Clerk

APPROVED AS TO FORM:

Tiffany J. Israel, City Attorney
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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 Ordinance No. 25-_____ was duly passed and adopted by the City Council of the City of Murrieta at the regular meeting thereof, held on the ___th day of _______, 2025, 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. 25-____ 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: , 2025.

In witness whereof, I have hereunto subscribed my name this __ day of ______________, 2025.

Cristal McDonald, City Clerk

Docusign Envelope ID: 735B7106-0D84-4617-90F7-381CD360407C 362

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ORDINANCE NO. 25-__

HOMES, SOBER LIVING HOMES, AND RESIDENTIAL CARE

FACILITIES

WHEREAS , under Article XI, Section 7 of the California Constitution, the City has been granted broad police powers to preserve the charact er and integrity of its residential neighborhoods, which powers have been recognized by both the California Supreme Court and the United States Supreme Court, the latter of which ha s stated that “it is within the power of the legislature to determine that the community should be beautiful as well as healthy, spacious as well as clean, well-balanced as well as carefully patrolled”; and

WHEREAS , the Federal Fair Housing Act Amendments (“FHAA”) and the California Fair Employment Housing Act (“FEHA”) prohibit enforcement of zoning ordinances which would on their face or have the effect of discriminating against equal housing opportunities for persons with disabilities; and

WHEREAS , a core purpose of the FHAA, FEHA and California’s Lanterman Act is to provide a broader range of housing opportunities for persons with disabilities; to free persons with disabilities, to the extent possible, from institut ional style living; and to ensure that persons with disabilities have the opportunity to live in normal residential surroundings and use and enjoy a dwelling in a manner similar to the way a dwelling is enjoyed by the non-disabled; and

WHEREAS , to fulfill this purpose the FHAA and FEHA also require that the City provide reasonable accommodations to its zoning ordinances if such accommodation is necessary to afford persons with disabilities an equal opportunity to use and enjoy a dwelling; and

WHEREAS , the Lanterman Act fulfills this purpose in part by requiring cities to treat state licensed residential care facilities serving six or fewer as a residential use; and

WHEREAS , in enacting this Ordinance the City Council of th e City of Murrieta is attempting to strike a balance between the City’s a nd its residents’ interests of preserving the characteristics of residential neighborhoods and to provide opportunities for persons with disabilities to reside in such neighborhoods that are enjoyed by the non-disabled; and

WHEREAS , over the past several years the City, County and State have seen a significant increase in the number of single- and multi-family homes being utilized as alcohol and drug recovery facilities (hereafter, “sober living homes”); and

WHEREAS , the Substance Abuse and Crime Prevention Act of 2 000 (hereafter, “the Act”) adopted by California voters provides that sp ecified first-time drug and alcohol offenders 363

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are to be afforded the opportunity to receive subst ance abuse treatment rather than incarceration thereby increasing the demand for sober living homes; and

WHEREAS , the Affordable Care Act has significantly expanded the availability of health care coverage for substance abuse treatment; and

WHEREAS , the City of Murrieta has seen an increase in the number of sober living homes, which has generated secondary impacts including, but not limited to neighborhood parking shortfalls, overcrowded housing conditions, inordinate amounts of second-hand smoke, and noise; and the clustering of sober living facilities in cl ose proximity to each other creating near neighborhoods of sober living homes; and

WHEREAS , the purpose of sober living homes is to provide a comfortable living environment for persons with drug or alcohol addictions in which they remain clean and sober and can participate in a recovery program in a resident ial, community environment, and so that they have the opportunity to reside in the residential neighborhood of their choice; and

WHEREAS , recovering alcoholics and drug addicts, who are n ot currently using alcohol or drugs, are considered to be disabled under both the FHAA and FEHA; and

WHEREAS , the City has found that at least some operators o f sober living homes are driven more by a motivation to profit rather than t o provide a comfortable living environment in which recovering addicts have a realistic potential of recovery, or to provide a living environment which remotely resembles the manner in which the non-disabled use and enjoy a dwelling; and

WHEREAS , establishing distance requirements for sober livi ng homes is reasonable and non-discriminatory, helping to preserve the residen tial character of neighborhoods while also furthering the interest of ensuring that individual s with disabilities are not living in overcrowded environments that are counterproductive to their well-being and recovery; and

WHEREAS , sober living homes do not function as a single ho usekeeping unit for the following reasons: (1) they house extremely transient populations; (2) the residents generally have no established ties to each other when they move in and typically do not mingle with other neighbors; (3) neighbors generally do not know who or who does not reside in the home; (4) the residents have little to no say about who lives or doesn’t live in the home; (5) the residents do not generally share expenses; (6) the residents are oft en responsible for their own food, laundry and phone; (7) when residents disobey house rules they are involuntarily removed from the house; (8) the residents generally do not share the same acquaintances; and (9) residents often pay rents that are significantly higher than market rate; and

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living home would typically house six individuals o r more, a number at least double the average household size of 3.17 persons in Riverside County according to the most recent U.S. federal census data and thus represents approximately the top 10% of household sizes in the County; and

WHEREAS , all the individuals residing in a sober living home are generally over the age of 18, while the average household has just 1.76 in dividuals over the age of 18 according to the most recent federal census data; and

WHEREAS , the City and public utility providers utilize fed eral census data and other information relating to the characteristics of residential neighborhoods to, among other things: (1) determine the design of residential homes, resident ial neighborhoods, park systems, library systems, transportation systems; (2) determine park ing and garage requirements of various (bedroom) sizes and density of units; (3) develop i ts General Plan and zoning ordinances; (4) determine police and fire staffing; (5) determine i mpacts to water, sewer and other services; and (5) establish impacts fees that fairly and proporti onally fund facilities for traffic, parks, librarie s, police and fire; and

WHEREAS, due to their highly transient populations, above-av erage numbers of unrelated adults residing in a single dwelling, and limited regulatory oversight, sober living homes present challenges not typically associated with tr aditional residential uses, including but not limited to: housing large groups of unrelated adult s who may or may not be supervised; disproportionately high numbers of vehicles associa ted with a single residence, resulting in increased traffic and on-street parking congestion; excessive noise and outdoor smoking that interfere with neighbors’ enjoyment of their proper ty; neighbors often unaware of who resides in the home; minimal participation in community activi ties that foster neighborhood cohesion; a history of opening facilities in violation of the M urrieta Municipal Code with little regard for neighborhood impacts; disproportionate demands on p ublic services such as sewer, water, parks, libraries, transportation infrastructure, fire, and police; tendencies for facilities to cluster in certain areas; and the potential influx of individuals with criminal records; and

WHEREAS , a variable separation requirement will still allow for a reasonable market for the purchase and operation of sober living homes wi thin the City and still result in preferential treatment for sober living homes in that non-disabled individuals in a similar living situation (i.e., in boardinghouse-style residences) have fewer housing opportunities than disabled persons; and

WHEREAS , housing inordinately large numbers of unrelated a dults in a single dwelling or congregating sober living homes in close proximity to each other does not provide persons with disabilities with an opportunity to “live in normal residential surroundings,” but rather places them into living environments bearing more in common wit h the types of institutional/campus/dormitory living that the FEHA and FHAA were designed to provide relief from for persons with disabilities, and which no re asonable person could contend provides a life in a normal residential surrounding; and

Murrieta City CouncilSeptember 2, 2025

Murrieta City Council
September 2, 2025