Oakley City Council
March 25, 2025

AGENDA

REGULAR JOINT MEETING OF THE OAKLEY CITY COUNCIL/OAKLEY CITY COUNCIL

ACTING AS THE SUCCESSOR AGENCY TO THE OAKLEY REDEVELOPMENT AGENCY

AND SPECIAL MEETING OF THE OAKLEY PUBLIC FINANCING AUTHORITY Tuesday, March 25, 2025
6:30 PM
Oakley City Council Chambers located at 3231 Main Street, Oakley, California 94561.

Unless stated otherwise on the agenda, every item on the agenda is exempt from CEQA Guidelines Sections 15060(c), 15061(b)(3), 15273, 15378, 15301, 15323 and/or Public Resources Code Section 21065.

MISSION STATEMENT: The City of Oakley will create a resilient future that fosters and attracts a vibrant and evolving community that welcomes and values all people.

VISION STATEMENT: The City of Oakley celebrates our unique Delta lifestyle and small-town feel where we Live in a safe, dynamic community, Work together to build the future, and Play in our own backyard.

Agendas are posted in Oakley at Oakley City Hall-3231 Main Street, outside the gym at Delta Vista Middle School-4901 Frank Hengel Way and outside the Library at Freedom High School-1050 Neroly Road. Agendas are also posted on the City's Internet Website www.ci.oakley.ca.us.

A complete packet of information containing staff reports and exhibits related to each item is available for public review prior to an Oakley City Council and/or City Council Acting as the Successor Agency to the Oakley Redevelopment Agency/Oakley Public Financing Authority meeting at Oakley City Hall, 3231 Main Street, Oakley, CA 94561. Any writings or documents provided to a majority of the Oakley City Council, Oakley City Council Acting as the Successor Agency to the Oakley Redevelopment Agency or Oakley Public Financing Authority regarding any item on this agenda will be made available for public inspection, during regular business hours, at the front counter in the Main Lobby of the Oakley City Hall located at 3231 Main Street, Oakley, CA 94561. Agendas may be picked up at the Oakley City Hall located at 3231 Main Street, Oakley, CA 94561 for no charge. To request information regarding placement on the City's agenda e-mail distribution list, please contact us at (925) 625-7000.

The City of Oakley provides social media options to stay connected to City Hall through Facebook, Twitter, Next Door and Instagram. Other opportunities to connect with City Hall include Envision Oakley, Oakley OnDemand on the City's website, and by emailing [email protected].

If you require special accommodation, please call the City Clerk's office at (925) 625-7000 before the meeting or contact City staff at the meeting. 1 1. OPENING MATTERS

1.1 Call to Order and Roll Call of the Oakley City Council/Oakley City Council Acting as the Successor Agency to the Oakley Redevelopment Agency and Special Meeting of the Oakley Public Financing Authority

1.2 Pledge of Allegiance to the Flag

1.3 Contra Costa County Library Commission Update (Kevin Armonio, Commissioner)

2. PUBLIC COMMENTS

3. COUNCILMEMBER COMMENTS

4. CONSENT CALENDAR

4.1 Approve Minutes from the Regular Joint City Council/City Council Acting as the Successor Agency to the Redevelopment Agency/Public Financing Please keep cell phones/electronic devices turned off during the meeting. Please be advised that City Council meetings are video recorded and attendees may appear on video.

Information Regarding Public Comment
Members of the public may address the Council on items of interest that are within the City's jurisdiction. In compliance with State law, the council may not take action or have discussion on any item that is not specifically listed on the agenda. Public comment on items not listed on the agenda will be heard under the Public Comments section of the agenda. Public comments on items listed on the agenda will be heard as the Mayor calls the items. In compliance with State law, the Council may not take action on an item that is not specifically listed on the agenda. If you would like to speak on any agenda item, please fill out a public speaker card available in the lobby and submit it to the City Clerk seated in the Council Chamber prior to the agenda item being called. The Mayor will call you by name to the podium to hear your comment. PUBLIC COMMENTS ARE LIMITED TO THREE (3) MINUTES. Online public comments are accepted until 5 p.m. the day of the meeting and can be submitted at https://www.ci.oakley.ca.us/online-public-comment-card/.

Oakley City Council/Oakley City Council Acting as the Successor Agency to the Oakley Redevelopment Agency/Oakley Public Financing Authority
At this time, the public is permitted to address the Oakley City Council/Oakley City Council Acting as the Successor Agency to the Oakley Redevelopment Agency/Oakley Public Financing Authority on non-agendized items.

Consent Calendar items are typically non-controversial in nature and are considered for approval by the Oakley City Council/ Oakley City Council Acting as the Successor Agency to the Oakley Redevelopment Agency/Oakley Public Financing Authority with one single action. Members of the audience, Staff or the Oakley City Council/ Oakley City Council Acting as the Successor Agency to the Oakley Redevelopment Agency/Oakley Public Financing Authority who would like an item removed from the Consent Calendar for purposes of public input may request the Mayor remove the item. The public may request to remove an item(s) to provide input by completing a public speaker card and submitting it to the City Clerk prior to the item(s) being called by the Mayor. 2 Authority Meeting held March 11, 2025 (Kim Snodgrass, City Clerk)

4.2 Report out of Closed Session Memo (Derek Cole, City Attorney)

4.3 Ratify Election: Adopt Ordinance No. 3-25 Authorizing the Levy of a Special Tax on Parcels of Land within Tax Area Zone 195 within the Oakley Special Police Tax Area for Police Protection Services for the Live Oak Industrial Park project located at 5400 Live Oak Avenue (APN 037-100-065-4) (Kevin Rohani P.E., Public Works Director/City Engineer)

4.4 Annexation No. 43 (Live Oak Industrial Park) to the City of Oakley Community Facilities District No. 2015-2 (Parks, Streetlight, Landscape, and Stormwater Services) (Kevin Rohani, P.E., Public Works Director/City Engineer)

4.5 Adopt a Resolution Approving the Adoption of the Housing Element Annual Progress Report including the SB 341 Report (Evan Gorman, Associate Planner)

4.6 Adopt a Resolution authorizing the City Manager to execute the program supplement agreement under the master agreement with the State of California Department of Transportation - CIP Project No. 302 – East Cypress Road Widening (Jersey Island Road to Bethel Island Road) Project, Federal Aid Project No. PLBPL-5477(010) (Kevin Rohani, P.E., Public Works Director/City Engineer)

4.7 Adopt a Resolution Authorizing the City Manager to execute the First Amendment to the Agreement with Baker Tilly US, LLP (Joshua McMurray, City Manager)
Minutes
Memo
Staff Report

1. One (1) Signed Ballot

2. Ordinance 3-25
2A. Exhibit A – Boundary Map for Police Tax Area Zone 195 2B. Exhibit B – Tax Rate Schedule for Fiscal Year 2024-25 Staff Report

1. Unanimous Approval Form

2. Resolution

3. Amended Boundary Map

4. Amendment No. 43
Staff Report

1. Housing Element Annual Progress Report with SB 341 Report as an Attachment (Reporting Year 2024)

2. Proposed Resolution
Staff Report

1. Resolution
Staff Report

1. Resolution

2. Proposed plan of work (March 11, 2025)

3. Original Agreement with Baker Tilly US, LLP dated June 24, 2024 3 5. PUBLIC HEARINGS

5.1 Oakley Shops at Laurel Fields Master Sign Program and Sign Exception Permit (SP 25-01, SEP 25-01) – Request for approval of a Master Sign Program and Sign Exception Permit for the Oakley Shops at Laurel Fields Shopping Center (Evan Gorman, Associate Planner)

6. REGULAR CALENDAR

6.1 Receive an Update on the Senior Center Project (Jeri Tejeda, Administrative Services Director)

7. REPORTS

7.1 CITY MANAGER
(a) City Manager

7.2 OAKLEY CITY COUNCIL/OAKLEY CITY COUNCIL ACTING AS THE SUCCESSOR AGENCY TO THE OAKLEY REDEVELOPMENT AGENCY(a)
Reports from Council Liaisons to Regional Committees, Commissions and Boards AND Oakley City Council/Oakley City Council Acting as the Successor Agency to the Oakley Redevelopment Agency(b) Requests for Future Agendas

8. WORK SESSIONS

9. CLOSED SESSION

10. ADJOURN
California Environmental Quality Act (“CEQA”) Determination: Find that the project is exempt under CEQA per the “Common Sense” Exemption (14 Cal. Code Regs./CEQA Guidelines section 15061(b)(3)]
Staff Report

1. Vicinity Map

2. Public Hearing Notice

3. Oakley Shops at Laurel Fields Master Sign Program

4. Proposed Resolution
Staff Report
4 MINUTES OF THE REGULAR JOINT MEETING OF THE OAKLEY CITY

COUNCIL/OAKLEY CITY COUNCIL ACTING AS THE SUCCESSOR AGENCY TO THE

OAKLEY REDEVELOPMENT AGENCY/OAKLEY PUBLIC FINANCING AUTHORITY HELD MARCH 11, 2025

1. OPENING MATTERS

1.1 Call to Order and Roll Call of the Oakley City Council/Oakley City Council Acting as the Successor Agency to the Oakley Redevelopment Agency/Oakley Public Financing Authority
Mayor Shannon Shaw called the meeting to order at 6:30 p.m. in the Oakley City Council Chambers located at 3231 Main Street, Oakley, California 94561. Vice Mayor Hugh Henderson and Councilmembers George Fuller, Aaron Meadows and Anissa Williams were also present.

1.2 Pledge of Allegiance to the Flag
Madison Lennon and Larissa Contreras led the Pledge of Allegiance to the Flag.

1.3 Contra Costa County Library Commission Update (Kevin Armonio, Commissioner)
Mayor Shaw mentioned that this item has been rescheduled to March 25, 2025.

1.4 Proclamation Recognizing March as American Red Cross Month Mayor Shaw mentioned that the recipient was not in attendance and the Proclamation would be sent to them.

1.5 Recognizing Oakley Resident Jaren Barajas for winning the 3-Point Shooting Contest during the NBA All-Star Game.

After a short video of his winning shot, Mayor Shaw called Jaren up to talk about his experience.

Jaren explained how his family surprised him with tickets to the game, how he was selected to participate in the contest and what he plans to do with his winnings.

Council members congratulated Jaren on his win and thanked him for representing Oakley. 5 2. PUBLIC COMMENTS
A Public Comment was provided by Bud Chaddock.

Public Comments were submitted by Yvonne Pate and Rebecca Mears and will be entered into the record.

3. COUNCILMEMBER COMMENTS
Councilmember Fuller provided a comment.

4. CONSENT CALENDAR

4.1 Approve Minutes from the Regular Joint City Council/City Council Acting as the Successor Agency to the Redevelopment Agency / Special Public Financing Authority Meeting held February 25, 2025 (Kim Snodgrass, City Clerk)

4.2 Report out of Closed Session Memo (Derek Cole, City Attorney)

4.3 Adopt a Resolution Accepting the work Associated with Capital Improvement Project Number 303 – Public Works Operations Building Remodeling Project (Kevin Rohani P.E., Public Works Director/City Engineer)

4.4 Adopt a Resolution Establishing the Rate per Equivalent Runoff Unit for Fiscal Year (FY) 2025/26 and Requesting the Contra Costa County Flood Control and Water Conservation District to Adopt an Annual Parcel Assessment for Drainage Maintenance and the National Pollutant Discharge Elimination System Program (Kevin Rohani, P.E., Public Works Director/City Engineer)

4.5 Creating Zone 196 within the Oakley Special Police Tax Area consisting of the 4601 Rose Avenue Urban Lot Split (MS 24-978) project located at 4601 Rose Avenue (APN 035-190-017-0) (Kevin Rohani, P.E., Public Works Director/City Engineer)

4.6 Adopt a Resolution Creating Zone 197 within the Oakley Special Police Tax Area consisting of the 3901 Rose Avenue Urban Lot Split (MS 24-979) project located at 3901 Rose Avenue (APN 034-290-099-0) (Kevin Rohani, P.E., Public Works Director/City Engineer)

4.7 Adopt a Resolution Approving the Special Event Beverage Concessions Non-Profit Selection (Troy Faulk, Recreation Manager) (Note: Item 4.7 was just an approval and did not require a resolution) Councilmember Fuller pulled item 4.1.
6 It was moved by Councilmember Meadows and seconded by Councilmember Williams to approve the remainder of the Consent Calendar. Motion was unanimous and so ordered (5-0)
Item 4.1
Councilmember Fuller mentioned he will vote no.

It was moved by Councilmember Meadows and seconded by Vice Mayor Henderson to Approve item 4.1. Ayes: Henderson, Meadows, Shaw, Williams. Noes: Fuller (4-1)

5. PUBLIC HEARINGS - None

6. REGULAR CALENDAR - None

7. REPORTS

7.1 CITY MANAGER
(a) City Manager
(b) Business License Update
City Manager Joshua McMurray reported the First Annual Day of Service will be held on April 12th, he mentioned that Public Comments will now be available on the City’s Website the day of the meeting, and the Business License update is attached to the agenda packet.

Councilmember Fuller and Councilmember Williams provided comments.

Mr. McMurray responded.

7.2 OAKLEY CITY COUNCIL/OAKLEY CITY COUNCIL ACTING AS THE

SUCCESSOR AGENCY TO THE OAKLEY REDEVELOPMENT AGENCY
(a) Reports from Council Liaisons to Regional Committees, Commissions and Boards AND Oakley City Council/Oakley City Council Acting as the Successor Agency to the Oakley Redevelopment Agency
Vice Mayor Henderson reported he attended the Diablo Water District meeting and the Contra Costa Habitat Conservancy meeting.

Councilmember Meadows reported he attended the Contra Costa Transportation Authority Planning Committee meeting.

Councilmember Williams reported she attended the Tri Delta Transit meeting, the Cal Cities Legislative Dinner, the Mayor’s Conference, the East Bay Leadership Council Series, a Mental Wellness Webinar, the Choice in Aging Crab Feed and the Network of Care Crab Feed.
7 Mayor Shaw reported she attended a meeting with the City Manager and the Police Chief, the Tri Delta Transit meeting, the California League of Cities East Bay Board meeting, the Cal Cities East Bay Dinner, the East Bay Regional Communications System Authority meeting, the Choice in Aging Crab Feed, she judged Oakley’s got Talent, had a virtual meeting with County Staff, she attended the Mayor’s Conference and the Costco grand opening, she judged the banner competition for East County Little League’s opening day, she attended the Network of Care Crab Feed, and a Mental Health Forum, she also reported she had meetings, emails and phone calls with residents on an upcoming agenda item.
(b) Requests for Future Agendas
None

8. WORK SESSIONS

8.1 40 Mercedes Lane Preliminary General Plan Amendment (PA 04-24) - Work Session to discuss the merits of a potential project to amend the General Plan Land Use Designation of an approximately 5.7 -acre site from Commercial (“C”) to Residential High (“RH”) (Jose Cortez, Senior Planner)
Senior Planner Jose Cortez presented the Report.

Questions and comments were provided by Councilmember Williams.

Mr. Cortez responded to Councilmember Williams.

Applicant Matt Beinke provided an overview of the concept and goal of the project.

Public Comments were provided by Nadine Obeid, Ken Tilcock, Brad Nix, Bud Chaddock, Donna Chaddock, Aric Pratt, Kim Cawley, Ron Cawley, Andrea Brown, Chrishan Ross, Sean Ross, and Mark Sutter.

Public Comments were received by Bob Kratina, Heidi Mayer, Karen Riach, Moises Cornejo, Andrea Wacker, Rober Van Dyke, Dennis Madrid, Joni Smith, Michael Rhodes, David Keane, Brenda Keane, Karen, Rabid Obeid, Mary Jeanne Roney, Cindy Coelho, Sierra Gorsuch, Rebecca Mears, Patricia Rice, Lori Maxwell, Jim Maxwell and Maggie Diodoro and will be entered into the record.

Councilmember Williams, Councilmember Meadows, Vice Mayor Henderson, Councilmember Fuller, and Mayor Shaw provided comments and direction to staff.

City Manager Joshua McMurray provided details on next steps. 8 9. CLOSED SESSION

9.1 CONFERENCE WITH LABOR NEGOTIATORS Pursuant to Government Code Section 54957.6(a)
City Designated Representatives: Joshua McMurray, City Manager and Jeri Tejeda, Administrative Services Director
Unrepresented Employees: Accountant (1), Accounting Technician (1), Administrative Assistant (3), Administrative Services Director (1), Administrative Supervisor (1), Administrative Technician (2), Assistant City Manager (1), Assistant Engineer (1) Assistant Recreation Coordinator (1), Associate Planner (1), Building Inspector I (2), Chief Building Official (1), City Clerk (1), Code Enforcement Officer (1), Code Enforcement Technician (2), Community Development Director (1), Custodian (2), Economic Development Analyst (1), Engineering Manager (1), Finance Manager (1), Human Resources Manager (1), IT Manager (1), Office Assistant (2), Payroll Specialist (1), Park Ranger (1), Permit Technician (1), Police Chief (1), Police Lieutenant (2), Police Records Assistant ( 2), Police Records Supervisor (1), Police Service Assistant (3.5), Police Trainee (2), Property & Evidence Technician (1), Public Works Director/City Engineer (1), Public Works Inspector (1), Public Works Maintenance Foreman (3), Public Works Maintenance Manager (1), Public Works Maintenance Worker (6), Recreation & Events Coordinator (1), Recreation Manager (1), Senior Civil Engineer (1), Senior Permit Technician (1), Senior Planner (1)

9.2 PUBLIC EMPLOYEE PERFORMANCE EVALUATION
Pursuant to Government Code Section 54954.5 (e)
Title: City Manager
Mayor Shaw thanked everyone for attending and mentioned the meeting will adjourn after Closed Session.

10. ADJOURN
There being no further business, the meeting was adjourned at 9:45 p.m.

Respectfully submitted,
Kim Snodgrass
City Clerk
9 MEMORANDUM
City of Oakley | 3231 Main Street, Oakley, CA 94561
O (925) 625-7000 | F (925) 625-9859 | www.ci.oakley.ca.us Date: March 12, 2025
To: Mayor and City Councilmembers
From: Derek P. Cole, City Attorney
CC: Joshua McMurray, City Manager
Subject: Closed Session Report-Out Memo
For Consideration at the City Council Meeting of March 25, 2025 Background and Analysis
The City Council considered the following closed session items during its regular meeting held March 11, 2025:

CONFERENCE WITH LABOR NEGOTIATORS
Pursuant to Government Code Section 54957.6(a)
City Designated Representatives: Joshua McMurray, City Manager and Jeri Tejeda, Administrative Services Director
Unrepresented Employees: Accountant (1), Accounting Technician (1), Administrative Assistant (3), Administrative Services Director (1), Administrative Supervisor (1), Administrative Technician (2), Assistant City Manager (1), Assistant Engineer (1) Assistant Recreation Coordinator (1), Associate Planner (1), Building Inspector I (2), Chief Building Official (1), City Clerk (1), Code Enforcement Officer (1), Code Enforcement Technician (2), Community Development Director (1), Custodian (2), Economic Development Analyst (1), Engineering Manager (1), Finance Manager (1), Human Resources Manager (1), IT Manager (1), Office Assistant (2), Payroll Specialist (1), Park Ranger (1), Permit Technician (1), Police Chief (1), Police Lieutenant (2), Police Records Assistant ( 2), Police Records Supervisor (1), Police Service Assistant (3.5), Police Trainee (2), Property & Evidence Technician (1), Public Works Director/City Engineer (1), Public Works Inspector (1), Public Works Maintenance Foreman (3), Public Works Maintenance Manager (1), Public Works Maintenance Worker (6), Recreation & Events Coordinator (1), Recreation Manager (1), Senior Civil Engineer (1), Senior Permit Technician (1), Senior Planner (1)
Direction was provided to staff. There was no reportable action. 10 City of Oakley | 3231 Main Street, Oakley, CA 94561
O (925) 625-7000 | F (925) 625-9859 | www.CI.Oakley.CA.US

PUBLIC EMPLOYEE PERFORMANCE EVALUATION
Pursuant to Government Code Section 54954.5(e)
Title: City Manager
Direction was provided to staff. There was no reportable action.

Fiscal Impact
None.

Recommendation
Receive and file this report.

Attachments
None.
11 STAFF REPORT

City of Oakley | 3231 Main Street, Oakley, CA 94561
O (925) 625-7000 | F (925) 625-9859 | www.ci.oakley.ca.us DATE: March 25, 2025
TO: Joshua McMurray, City Manager
FROM: Kevin Rohani, P.E., Public Works Director/City Engineer SUBJECT: Ratify Election: Adopt Ordinance No. 03-25 Authorizing the Levy of a Special Tax on Parcels of Land within Tax Area Zone 195 within the Oakley Special Police Tax Area for Police Protection Services for the Live Oak Industrial Park project located at 5400 Live Oak Avenue (APN 037-100-065-4)
Background and Analysis
On June 11, 2024, the City Planning Commission approved a tentative map with certain Conditions of Approval for the proposed Live Oak Industrial Park project (the “Project”). The Project is designated as Light Industrial (LI) in the Oakley 2020 General Plan and zoned Light Industrial (LI) on the City of Oakley Zoning Map. The Project is currently comprised of APN 037-100-065-4, which is expected to contain eight 8,000 square-foot warehouse buildings on a total of four parcels at build-out.

The Conditions of Approval for the Project require the property owner to mitigate the financial impact that their project has on the City’s police services budget. The City of Oakley previously formed the Oakley Special Police Tax Area District that authorizes the levy of an annual special tax on parcels to mitigate their financial impact to the City’s police services budget. The property owners for the Project have requested the City assist with annexing the project into the Oakley Special Police Tax Area to satisfy their Conditions of Approval.

On February 11, 2025, the City Council introduced Ordinance No. 03-25 which would authorize a special tax for police services within Zone 195 subject to property owner voter approval. On March 18, 2025, the City Clerk conducted the property owner election. There was one (1) ballot issued to the property owner representing the Project. The City Clerk tabulated the property owner ballot, and the property owner was in favor of annexing into the Oakley Special Police Tax Area as Zone 195.

Consistency with the Oakley Strategic Plan 27+
This item is consistent with the Strategic Plan 27+ Park and Open Space and Finance and Fiscal Responsibility section goals.

Fiscal Impact
There will be no financial impact to the City's General Fund. The applicant has funded all costs associated with the annexation of Zone 195 to the Oakley Special Police Tax Approved and
Forwarded to the
City Council
12 STAFF REPORT
CITY HALL | 3231 Main Street, Oakley, CA 94561 2
O (925) 625-7000 | F (925) 625-9859 | www.CI.Oakley.CA.US Area. The Fiscal Year 2024/25 special tax rate for light industrial parcels is $1,995.96/parcel (Fiscal Year 2024/25 rates). The project is anticipated to consist of eight 8,000-square-foot industrial buildings on a total of four parcels at build-out.

Therefore, the successful creation of the Zone is expected to provide up to $7,983.84 (in Fiscal Year 2024/25 dollars) in revenue annually at build-out. The taxes can be collected on the property tax rolls commencing in Fiscal Year 2025/26.

Staff Recommendation
Staff recommend that the City Council ratify the election and adopt Ordinance No. 03- 25 authorizing the levy of a special tax on parcels of land within Tax Area Zone 195 within the Oakley Special Police Tax Area for Police Protection Services for the Live Oak Industrial Park project located at 5400 Live Oak Avenue (APN 037-100-065-4).

Attachments

1. One (1) Signed Ballot

2. Ordinance No. 03-25

1. Exhibit A – Boundary Map for Police Tax Area Zone 195

2. Exhibit B – Tax Rate Schedule for Fiscal Year 2024-25 13 14
Ordinance No. 3-25 Page 1 of 4
ORDINANCE NO. 3-25

AN ORDINANCE OF THE CITY OF OAKLEY ESTABLISHING OAKLEY SPECIAL POLICE TAX AREA ZONE 195 WITHIN THE OAKLEY SPECIAL POLICE TAX

AREA FOR A SPECIAL TAX FOR POLICE PROTECTION SERVICES FOR THE LIVE OAK INDUSTRIAL PARK PROJECT LOCATED AT 5400 LIVE OAK AVENUE (APN 037-100-065-4)
The Voters of the City of Oakley do ordain as follows:

Section 1. Purpose, Intent and Authority.

It is the purpose and intent of this Ordinance to authorize the levy of a special tax on real property that is within Oakley Special Police Tax Area Zone 195 of the Oakley Special Police Tax Area as shown on the Exhibit A map attached hereto in order to provide funding for police protection to serve the property and persons within said Zone.

This Tax is a special tax within the meaning of Section 4 of Article XIIlA of the California Constitution. Because the burden of this tax falls upon property, this tax also is a property tax, but this tax is not determined according to nor in any manner based upon the value of property; this tax is levied on a parcel and use of property basis. Insofar as not inconsistent with this Ordinance or with legislation authorizing special taxes and insofar as applicable to a property tax that is not based on value, such provisions of the California Revenue and Taxation Code and of Article XIII of the California Constitution as relate to ad valorem property taxes are intended to apply to the collection and administration of this tax (Section 4 of this Ordinance), as authorized by law.

The revenues raised by this tax are to be used solely for the purposes of obtaining, furnishing, operating, and maintaining police protection equipment or apparatus, for paying the salaries and benefits of police protection personnel, and for such other police protection service expenses as are deemed necessary for the benefit of the residents of Zone 195.

This Ordinance is enacted pursuant to the authority of Government Code Section 53978.

Section 2. Definitions.

The following definitions shall apply throughout this Ordinance.

A. "Constant first year dollars" shall mean an actual dollar amount which, in years subsequent to the first fiscal year the tax is levied, shall have the same purchasing price as the base amount in first fiscal year dollars as measured by the actual cost of services for the City of Oakley's cost of obtaining police services. The base amount shall be the amount of tax per parcel as specified in Section 3.A herein. The adjustments from actual 15 Ordinance No. 3-25 Page 2 of 4
to constant dollars shall be made by use of the actual cost of services, as specified in Section 3.B herein.

B. "Fiscal year" means the period of July 1 through the following June 30.

C. "Oakley Special Police Tax Area" includes all properties within the jurisdictional limits of the City of Oakley.

D. Oakley Special Police Tax Area Zone 195 (hereinafter called "Zone") means that portion of the incorporated area of the City of Oakley located within the boundaries as shown on the map Exhibit A hereto.

E. "Parcel" means the land and any improvements thereon, designated by an assessor's parcel map and parcel number and carried on the secured property tax roll of Contra Costa County. For the purposes of this Ordinance, parcel does not include any land or improvements outside the boundaries of Zone 195, nor any land or improvements owned by any governmental entity.

F. Pursuant to Government Code §53978, "voter" means a person owning real property within the Zone at the time this Ordinance was adopted, as shown on the last equalized assessment role prepared by the Contra Costa County Assessor's Office.

Section 3. Amount and Level of Taxes.

The tax per year on each parcel in the Zone shall not exceed the amount applicable to the parcel, as specified below.

A. For First Fiscal Year:

The tax per year for the first fiscal year (July 1, 2024, through June 30, 2025) shall be the amount of Tax Per Parcel for a Property Use Code Category as set forth on Exhibit B hereto. If any new development, including new residential units, is completed prior to the tax being effective for the first fiscal year, the owner of the Parcel, as shown on the latest assessment roll, shall pay the tax for the remainder of such fiscal year on a prorated basis to the City, no later than receipt of Certificate of Occupancy or final building permit inspection.
16 Ordinance No. 3-25 Page 3 of 4
B. For Subsequent Fiscal Year:

The tax rates shown in Exhibit B shall be automatically adjusted on July 1 of each year, beginning on July 1, 2025, by the increase in the Consumer Price Index for all Urban Consumers for the San Francisco-Oakland Bay Area and applying that rate to the prior year amounts for each property use code category. However, the City Council reserves the right to itself the opportunity to adjust the rate in the following year if the CPI adjustment is insufficient to reimburse the City for the costs of providing levels of police services as approved by the City Council.

In no event shall the tax per parcel for any fiscal year be less than the amount established for the previous fiscal year.

C. The taxes levied on each parcel pursuant to this Article shall be a charge upon the parcel and shall be due and collectible as set forth in Section 4, below.

Section 4. Collection and Administration.

A. Taxes as Liens Against the Property.

The amount of taxes for each parcel each year shall constitute a lien on such property, in accordance with Revenue and Taxation Code Section 2187, and shall have the same effect as an ad valorem real property tax lien until fully paid.

B. Collection.

The taxes on each parcel shall be billed on the secured roll tax bills for ad valorem property taxes and are to be collected in the same manner in which the County of Contra Costa collects secured roll ad valorem property taxes. Insofar as feasible and insofar as not inconsistent with this Ordinance, the times and procedure regarding exceptions, due dates, installment payments, corrections, cancellations, refunds, late payments, penalties, liens, and collections for secured roll ad valorem property taxes shall be applicable to the collection of this tax. Notwithstanding anything to the contrary in the foregoing, as to this tax:
i) The secured roll tax bills shall be the only notices required for this tax, and ii) The homeowners and veterans exemptions shall not be applicable because such exemptions are determined by dollar amount of value.

C. Costs of Administration by County.

The reasonable costs incurred by the County officers collecting and administering this tax shall be deducted from the collected taxes.
17 Ordinance No. 3-25 Page 4 of 4
Section 5. Severability Clause.

If any article, section, subsection, sentence, phrase or clause of this Ordinance is for any reason held to be invalid, such decision shall not affect the validity of the remaining portion of this Ordinance. The voters of the Zone hereby declare that they would have adopted the remainder of this Ordinance, including each article, section, subsection, sentenced phrase or clause, irrespective of the invalidity of any other article, section, subsection, sentence, phrase or clause.

Section 6. Effective Date and Posting.

This Ordinance shall take effect immediately upon its confirmation by two-thirds of the voters voting within the Zone in an election to be held on March 18, 2025, so that taxes shall first be collected hereunder for the tax year beginning July 1, 2025. If not confirmed by two-thirds of the voters participating in the election, this Ordinance and the tax approved herein shall not become effective.

PASSED AND ADOPTED by the City Council of the City of Oakley this 25th day of March 2025, by the following vote:

AYES:

NOES:

ABSTENTION:

ABSENT:

APPROVED:
___________________
Shannon Shaw, Mayor
ATTEST:
_____________________ ___________________
Kim Snodgrass, City Clerk Date
18 APN
037-100-065-4
Main St
Liv
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EXHIBIT A - BOUNDARY MAP
CITY OF OAKLEY SPECIAL POLICE TAX AREA (P-6) ZONE 195

CITY OF OAKLEY

COUNTY OF CONTRA COSTA, STATE OF CALIFORNIA
SHEET 1 OF 1
±
0 500
Feet

LIVE OAK INDUSTRIAL PARK
Legend
Zone 195 Boundary
Parcel Lines
19 PROPERTY USE

CODE CATEGORY DESCRIPTION
FY23/24 TAX

PER PARCEL
FY24/25 TAX

PER PARCEL
11 Single Family Residence – 1res., 1 site $1,282.30 $1,330.64 12 Single Family Residence – 1 res., 2 or more sites $1,282.30 $1,330.64 13 Single Family Residence – 2 res., on 1 or more sites $2,051.68 $2,129.02 14 Single Family Residence – other than single fam. Land $1,282.30 $1,330.64 15 Misc. Improvements – 1 site $1,282.30 $1,330.64
16 Misc. Improvements – 2 or more sites $1,282.30 $1,330.64 17 Vacant – 1 site $641.15 $665.32
18 Vacant – 2 or more sites $641.15 $665.32
19 Single Family Residence – Det. W/common area $1,282.30 $1,330.64 20 Vacant – Multiple $641.15 $665.32
21 Duplex $2,051.68 $2,129.02
22 Triplex $3,077.52 $3,193.54
23 Fourplex $4,103.36 $4,258.05
24 Combinations $1,282.30 $1,330.64
25 Apartments (5 –12 Units) $5,129.20 $5,322.56
26 Apartments (13 – 24 Units) $13,335.92 $13,838.66
27 Apartments (25 – 59 Units) $25,646.00 $26,612.80
28 Apartments (60+ units) $61,550.40 $63,870.72
29 Attached PUDs: Cluster Homes, Condos, etc. $1,282.30 $1,330.64 30 Vacant – Commercial $641.15 $665.32
31 Commercial Stores – Not Supermarkets $2,564.60 $2,661.28 32 Small Grocery Stores – (7-11, etc.) $3,846.90 $3,991.92 33 Office Buildings $2,564.60 $2,661.28
34 Medical, Dental $2,564.60 $2,661.28
35 Service Stations, Car Wash $2,564.60 $2,661.28
36 Garages $2,564.60 $2,661.28
37 Community Facilities (Recreational, etc.) $5,129.20 $5,322.56 38 Golf Courses $2,564.60 $2,661.28
39 Bowling Alleys $1,282.30 $1,330.64
40 Boat Harbors $3,205.75 $3,326.60
41 Supermarkets – (not shopping centers) $3,846.90 $3,991.92 42 Shopping Centers $5,129.20 $5,322.56
43 Financial Buildings – (Ins., Title, Banks, S&L) $1,282.30 $1,330.64 44 Motels, Hotels & Mobile Home Parks $6,411.50 $6,653.20 45 Theaters $2,885.18 $2,993.94
46 Drive-in Restaurants $1,923.45 $1,995.96
47 Restaurants $1,923.45 $1,995.96
48 Multiple & Commercial $1,923.45 $1,995.96
49 New Car Agencies $1,923.45 $1,995.96
50 Vacant Land (not part of Ind. Park or P. & D.) $480.86 $498.99 51 Industrial Park $3,846.90 $3,991.92
52 Research & Development $1,923.45 $1,995.96
53 Light Industrial $1,923.45 $1,995.96
54 Heavy Industrial $1,923.45 $1,995.96
55 Mini Warehouses (public storage) $3,846.90 $3,991.92 56 Misc. Improvements $3,846.90 $3,991.92
61 Rural, Res., Improvement 1A-10A $961.73 $997.98
62 Rural, w/or w/o structure 1A-10A $961.73 $997.98
70 Convalescent Hospitals / Rest Homes $1,923.45 $1,995.96 73 Hospitals $1,923.45 $1,995.96
74 Cemeteries / Mortuaries $1,923.45 $1,995.96
75 Fraternal & Service Organizations $1,923.45 $1,995.96 76 Retirement Housing Complex $6,411.50 $6,653.20
78 Parks & Playgrounds $3,846.90 $3,991.92
85 Public & Private Parking $1,923.45 $1,995.96
87 Common Area $1,923.45 $1,995.96
88 Mobile Homes $961.73 $997.98
89 Other (split parcels in different tax code areas) $961.73 $997.98 99 Homeowner's Association Owned Common Areas $769.38 $798.38

CALCULATION OF COST OF LIVING INCREASE
Percent increase from FY 2023-24 in the San Francisco-Oakland-Bay Area Consumer Price 3.77% Index for all Urban Consumers.

CITY OF OAKLEY SCHEDULE FOR POLICE SERVICE TAX
FOR FISCAL YEAR 2024/2025
The tax rates shown in this schedule shall be automatically adjusted on July 1 of each year, beginning on July 1, 2016 by the increase in the Consumer Price Index for all Urban Consumers for the San Francisco-Oakland-Bay Area and applying that rate to the prior year amounts for each property use code category. However, the City Council reserves the right to itself the opportunity to adjust the rate in the following year if the CPI adjustment is insufficient to reimburse the City for the costs of providing levels of police services as approved by the City Council.

6/19/2024 20

STAFF REPORT

City of Oakley | 3231 Main Street, Oakley, CA 94561
O (925) 625-7000 | F (925) 625-9859 | www.ci.oakley.ca.us DATE: March 25, 2025
TO: Joshua McMurray, City Manager
FROM: Kevin Rohani, P.E., Public Works Director/City Engineer SUBJECT: Annexation No. 43 (Live Oak Industrial Park) to the City of Oakley Community Facilities District No. 2015-2 (Parks, Streetlight, Landscape and Stormwater Services)
Background and Analysis
On June 11, 2024, the City Planning Commission approved a tentative map with certain Conditions of Approval for the proposed Live Oak Industrial Park project (the “Project”). The Project is designated as Light Industrial (LI) in the Oakley 2020 General Plan and zoned Light Industrial (LI) on the City of Oakley Zoning Map. The Project is currently comprised of APN 037-100-065-4, which is expected to contain eight-8,000 square-foot warehouse buildings on a total of four parcels at build-out.

The Conditions of Approval for the Project require the property owner to mitigate their project’s financial impact on the City’s parks, streetlighting, landscape and stormwater service budgets. On January 12, 2016, the Oakley City Council formed City of Oakley Community Facilities District No. 2015-2 (Parks, Streetlight, Landscape and Stormwater Services)(“CFD No. 2015-2”). CFD No. 2015-2 authorizes the annual levy of a special tax on parcels located within CFD No. 2015-2 to mitigate their financial impact to the City’s parks, streetlighting, landscape and stormwater service budgets. The property owner for the Project has requested the City assist them with the annexation of their development into CFD No. 2015-2 to satisfy their conditions of approval.

Prior to tonight’s City Council meeting, the property owner for the Project executed the attached Unanimous Approval Form. This form constitutes unanimous approval and a unanimous vote by the property owner in favor of annexing their property to CFD No. 2015-2 including the subsequent annual levy of special taxes to mitigate their project’s financial impact on the City’s parks, streetlighting, landscape and stormwater service budgets.

Consistency with the Oakley Strategic Plan 27+
This item is consistent with the Strategic Plan 27+ Park and Open Space and Finance and Fiscal Responsibility section goals.
21 STAFF REPORT
CITY HALL | 3231 Main Street, Oakley, CA 94561 2
O (925) 625-7000 | F (925) 625-9859 | www.CI.Oakley.CA.US Fiscal Impact
There will be no financial impact to the City's General Fund. The applicant has funded all costs associated with the annexation of their project to CFD No. 2015-2. The Fiscal Year 2024/25 special tax rates per non-residential acre are as follows:

The Project is anticipated to consist of four non-residential parcels totaling 4.473 acres at build-out. Therefore, successful annexation of the Project into CFD 2015-2 could provide up to $12,310 (in Fiscal Year 2024/25 dollars) in revenue annually once all buildings are constructed. The taxes will be collected on the property tax rolls commencing in Fiscal Year 2025/26.

Staff Recommendation
The conditions of approval for the Project require the property owner to mitigate their project’s financial impact on the City’s parks, streetlighting, landscape and stormwater service budgets. Staff recommend that the City Council:

1. Adopt a Resolution Approving the Annexation (Annexation No. 43) of Property Located in the Future Annexation Area of the City of Oakley Community Facilities District No. 2015-2 (Parks, Streetlight, Landscape and Stormwater Services)
Attachments

1. Unanimous Approval of Annexation to a Community Facilities District and Related Matters - City of Oakley Community Facilities District No. 2015-2 (Parks, Streetlight, Landscape and Stormwater Services)

1. Exhibit A – Description of Services

2. Exhibit B – Cost Estimate

3. Exhibit C – Supplement to the Rate and Method of Apportionment of Special Tax – Tax Zone No. 16
FY 2024-25 Maximum Special Tax Rates per Non-Residential Acre Special Tax Maximum Annual
Component Special Tax Rates
Regional Park Maintenance Tax $510.36
Community Parks Maintenance Tax $1,127.04
Streetlighting Maintenance Tax $222.52
Neighborhood Parks & Landscape Maintenance Tax $821.91
Stormwater/Water Quality Maintenance Tax $70.38
Total $2,752.21
22 STAFF REPORT
CITY HALL | 3231 Main Street, Oakley, CA 94561 3
O (925) 625-7000 | F (925) 625-9859 | www.CI.Oakley.CA.US

2. Resolution Approving the Annexation (Annexation No. 43) of Property Located in the Future Annexation Area of the City of Oakley Community Facilities District No. 2015-2 (Parks, Streetlight, Landscape and Stormwater Services)

3. Map – Annexation No. 43 to City of Oakley Community Facilities District No. 2015-2 (Parks, Streetlight, Landscape and Stormwater Services)

4. Amendment No. 43 to Notice of Special Tax Lien – City of Oakley Community Facilities District No. 2015-2 (Parks, Streetlight, Landscape and Stormwater Services) 23 UNANIMOUS APPROVAL
of Annexation to a Community Facilities District
and Related Matters

CITY OF OAKLEY
Community Facilities District No. 2015-2
(Parks, Streetlight, Landscape and Stormwater Services) Annexation No. 43 – Tax Zone No. 16

March 25, 2025
To the Honorable City Council,
City of Oakley
3231 Main Street
Oakley, CA 94561
Members of the City Council:

This constitutes the Unanimous Approval (the “Unanimous Approval”) of the record owner(s) (the “Property Owner”) of the fee title to the real property identified below (the “Property”) contemplated by Section 53339.3 et seq. of the Mello-Roos Community Facilities Act of 1982, as amended (the “Act”) to annexation of the Property to the "City of Oakley Community Facilities District No. 2015-2 (Parks, Streetlight, Landscape and Stormwater Services)" (the “CFD”), and it states as follows:

1. Property Owner. This Unanimous Approval is submitted by the Property Owner as the record owner(s) of fee title to the Property. The Property Owner has supplied to the City current evidence of its ownership of fee title to the Property.

2. Approval of Annexation. This Unanimous Approval constitutes the unanimous approval and unanimous vote by the Property Owner in favor of the annexation of the Property to the CFD. The CFD was formed to finance the municipal services (the “Services”) described in Exhibit A hereto and made a part hereof.

3. Approval of Special Tax and the Services. This Unanimous Approval constitutes the unanimous approval and unanimous vote by the Property Owner in favor of the levy of special taxes (the “Special Taxes”) on the Property to finance the Services.

The Special Taxes will be levied according to the “Supplement to the Rate and Method of Apportionment of Special Tax – Tax Zone No. 16” attached hereto as Exhibit C and 24 -2-
made a part hereof (the "Rate and Method"). The cost estimate for the Services is attached hereto as Exhibit B.

4. Waivers and Vote. The Property Owner hereby confirms that this Unanimous Approval constitutes its approval and unanimous vote as described herein and as contemplated by Section 53339.3 et seq. of the Act and Article XIIIA of the California Constitution. The Property Owner hereby waives all other rights with respect to the annexation of the Property, the levy of the Special Taxes on the Property and the other matters covered in this Unanimous Approval.

5. Recordation of Amendment to Notice of Special Tax Lien. The Notice of Special Tax Lien for the CFD was recorded in the Office of the County Recorder of the County of Contra Costa, State of California on January 19, 2016, as Document No. 20160009045. The Property Owner hereby authorizes and directs the City Clerk to execute and cause to be recorded in the office of the County Recorder of the County of Contra Costa an amendment to the Notice of Special Tax Lien for the CFD as required by Section 3117.5 of the California Streets and Highways Code. The amendment to the Notice of Special Tax Lien shall include the Rate and Method as an exhibit thereto.

6. Authority Warranted. The Property Owner warrants to the City that the presentation of this Unanimous Approval, any votes, consents or waivers contained herein, and other actions mandated by the City for the annexation of the Property to the CFD shall not constitute or be construed as events of default or delinquencies under any existing or proposed financing documents entered into or to be entered into by the Property Owner for the Property, including any “due-on-encumbrance” clauses under any existing security instruments secured by the Property.

7. Due Diligence and Disclosures. The Property Owner agrees to cooperate with the City and its attorneys and consultants and to provide all information and disclosures required by the City about the Special Taxes to purchasers of the Property or any part of it.

8. Agreements. The Property Owner further agrees to execute such additional or supplemental agreements as may be required by the City to provide for any of the actions and conditions described in this Unanimous Approval, including any cash deposit required to pay for the City’s costs in annexing the Property to the CFD.

9. The Property. The Property is identified as follows:

Assessor’s Parcel No: 037-100-065-4
Acres: 4.65
25 -3-
By executing this Unanimous Approval, the Property Owner agrees to all of the above.

Annexation No. 43 - Tax Zone No. 16
Property Owner
By: LIVE OAK INVESTORS LLC
Name:

Title:

Notice Address:
26 Exhibit A

EXHIBIT A

CITY OF OAKLEY
Community Facilities District No. 2015-2
(Parks, Streetlight, Landscape and Stormwater Services)

DESCRIPTION OF SERVICES
The captioned Community Facilities District will finance, in whole or in part, the following services ("services" shall have the meaning given that term in the Mello-Roos Community Facilities Act of 1982), including all related administrative costs, expenses and related reserves for replacement of vehicles, equipment and facilities:

Regional Parks
Maintenance, including servicing, repair, replacement and removal of regional parks (includes park amenities such as buildings, sports fields, sports courts, playground equipment, play courts, play structures, picnic tables, lighting, drinking fountains, barbeques, etc.), both (i) in the CFD and (ii) outside the CFD but within the boundaries of the City if the City has concluded that such maintenance would benefit the CFD.

Maintenance also includes cleaning and removal of graffiti, and associated electric, water and other utility costs.

Community Parks
Maintenance, including servicing, repair, replacement and removal of community parks (includes park amenities such as buildings, sports fields, sports courts, playground equipment, play courts, play structures, picnic tables, lighting, drinking fountains, barbeques, etc.), both (i) in the CFD and (ii) outside the CFD but within the boundaries of the City if the City has concluded that such maintenance would benefit the CFD.

Maintenance also includes cleaning and removal of graffiti, and associated electric, water and other utility costs.

Streetlighting
Maintenance, including servicing, repair, replacement and removal of streetlights (includes poles, fixtures, bulbs, conduits, equipment, including guys, anchors, posts, pedestals and metering devices, etc.), both (i) in the CFD and (ii) outside the CFD but within the boundaries of the City if the City has concluded that such maintenance would benefit the CFD. Maintenance also includes cleaning and removal of graffiti, and associated electric and other utility costs.
27 Exhibit A

Neighborhood Parks & Landscaping
Maintenance, including servicing, repair, replacement and removal of neighborhood parks (includes park amenities such as playground equipment, play courts, play structures, picnic tables, lighting, drinking fountains, barbeques, etc.), both (i) in the CFD and (ii) outside the CFD but within the boundaries of the City if the City has concluded that such maintenance would benefit the CFD. Maintenance also includes cleaning and removal of graffiti, and associated electric, water and other utility costs.

Maintenance, including servicing, repair, replacement and removal of parkways, landscape setbacks, landscaped roadway medians, open space, environmental preserves (including performance and management of environmental mitigation monitoring and annual reporting), publicly-owned masonry walls, fences, monuments and features, trails, bike paths, etc., both (i) in the CFD and (ii) outside the CFD but within the boundaries of the City if the City has concluded that such maintenance would benefit the CFD. Maintenance also includes cleaning and removal of graffiti, and associated electric, water and other utility costs.

Stormwater
Maintenance, including servicing, repair, replacement and removal of bio-retention facilities and drainage facilities (includes field inspections, record keeping, cost of permits and regulatory fees, environmental mitigation monitoring, annual reporting, vegetation management, removal of silt, sediment, trash and debris from the drainage areas, bioretention basins and City catch basins, etc.), both (i) in the CFD and (ii) outside the CFD but within the boundaries of the City if the City has concluded that such maintenance would benefit the CFD. Maintenance also includes cleaning and removal of graffiti, and associated electric, water and other utility costs.

In addition, the following costs will also be financed by the special taxes levied within the CFD and be allocated to each improvement described above based upon their pro-rata share of needed administrative costs, operating reserves and capital reserves, and actual or estimated delinquencies.

1. Administrative Expenses including the costs incurred to determine, levy and collect the special taxes, including compensation of City employees for administrative work performed in relation to the CFD, the fees of consultants and legal counsel, the costs of collecting installments of the special taxes upon the general tax rolls, preparation of required reports, and any other costs incurred in the administration of the CFD by the City;

2. Any amounts needed for operating reserves and capital reserves; and

3. Any amounts needed to cure actual or estimated delinquencies in special taxes for the current or previous fiscal years.
28 Exhibit B

EXHIBIT B

CITY OF OAKLEY
Community Facilities District No. 2015-2
(Parks, Streetlight, Landscape and Stormwater Services) Cost Estimate
(Fiscal Year 2024-25 Dollars)
FY 2024-25
Special Tax Special Tax
Component Requirement
Regional Park Maintenance Tax $2,283
Community Parks Maintenance Tax $5,041
Streetlighting Maintenance Tax $995
Neighborhood Parks & Landscape Maintenance Tax $3,676
Stormwater/Water Quality Maintenance Tax $315
Total $12,310
29 Exhibit C

EXHIBIT C

CITY OF OAKLEY
Community Facilities District No. 2015-2
(Parks, Streetlight, Landscape and Stormwater Services)

SUPPLEMENT TO THE RATE AND METHOD OF
APPORTIONMENT OF SPECIAL TAX – TAX ZONE NO. 16
Special Taxes in the City of Oakley Community Facilities District No. 2015-2 (Parks, Streetlight, Landscape and Stormwater Services) (the “CFD” or “CFD No. 2015-2”) shall be levied and collected according to the tax liability determined by the Administrator through the application of the appropriate amount or rate for Taxable Property, as described below. All the property in CFD No. 2015-2, unless exempted by law or by the provisions of Section E herein, shall be taxed for the purposes, to the extent, and in the manner herein provided, including property subsequently annexed to CFD No. 2015-2, unless a separate Rate and Method of Apportionment of Special Tax is adopted for such annexation area.

Property annexed to City of Oakley Community Facilities District No. 2015-2 (Parks, Streetlight, Landscape and Stormwater Services) pursuant to Annexation No. 43 will be annexed to Tax Zone No. 16 per the Supplement to the Rate and Method of Apportionment of Special Tax shown below.

A. DEFINITIONS
The terms hereinafter set forth have the following meanings:
“Accessory Unit” means a second residential unit of reduced size (e.g., granny cottage, etc.) that shares a Parcel with a Residential Unit. “Acre” or “Acreage” means the land area of an Assessor’s Parcel as shown on an Assessor’s Parcel Map, or if the land area is not shown on an Assessor’s Parcel Map, the land area shown on the applicable Final Map or other recorded County parcel map.
“Act” means the Mello-Roos Community Facilities Act of 1982, as amended, being Chapter 2.5 (commencing with Section 53311), Division 2, of Title 5 of the Government Code of the State of California.
“Administrative Expenses” means the following actual or reasonably estimated costs directly related to the administration of CFD No. 2015-2: the costs of computing the Special Tax and preparing the annual Special Tax collection schedules (whether by the City or any designee thereof or both); the costs of collecting the Special Taxes; the costs to the City, CFD No. 2015-2, or any designee thereof of complying with 30 Exhibit C

disclosure requirements associated with the Act; the costs associated with preparing Special Tax disclosure statements and responding to public inquiries, protests, or appeals regarding the Special Taxes; and the City’s annual administration fees and third party expenses. Administrative Expenses shall also include amounts estimated or advanced by the City or CFD No. 2015-2 for any other administrative purposes of CFD No. 2015-2, including attorney’s fees, costs associated with annexations to CFD No. 2015-2, and other costs related to commencing and pursuing to completion any foreclosure of delinquent Special Taxes.
“Administrator” means an official of the City, or any designee thereof, responsible for determining the Special Tax Requirement and providing for the levy and collection of the Special Tax.
“Assessor’s Parcel” or “Parcel” means a lot or parcel shown on an Assessor’s Parcel Map with an assigned Assessor’s Parcel Number.
“Assessor’s Parcel Map” means an official map of the County Assessor designating parcels by Assessor’s Parcel Number.
“Assessor’s Parcel Number” or “APN” means a unique number assigned to an Assessor’s Parcel by the County Assessor for purposes of identifying a property. “Authorized Services” means the public services authorized to be funded by CFD No. 2015-2 as set forth in the documents adopted by the Council when CFD No. 2015-2 was formed.
“Building Permit” means a building permit issued by the City and having a building structure improvement valuation over $50,000. Building Permits for the construction of ancillary structures such as fences, swimming pools, retaining walls, etc. are excluded.
“CFD” or “CFD No. 2015-2” means the City of Oakley Community Facilities District No. 2015-2 (Parks, Streetlight, Landscape and Stormwater Services). “City” means the City of Oakley.
“City Landscape Maintenance Standards” means the then applicable landscape maintenance standards or then applicable level of service for then applicable landscape maintenance contracts executed by the City that are in effect and relate to similar landscaping improvements.
“City Manager” means the City Manager of the City of Oakley. “Commercial Unit” means an individual building structure for commercial uses as defined per the County Assessor (e.g., grocery stores, shopping centers, motel, hotel, service stations, and offices).
31 Exhibit C

“Condominium Parcel” means a Parcel designated by the County Assessor as having a condominium, townhome, cluster home and co-op land use. “Council” means the City Council of the City of Oakley, acting as the legislative body for CFD No. 2015-2.
“County” means the County of Contra Costa.
“County Assessor” means the Contra Costa County Assessor. “County Land Use Code” means the land use code assigned to an Assessor’s Parcel as indicated in the records of the County Assessor. “Developed Property” means, in any Fiscal Year, all Parcels of Taxable Property for which a Building Permit was issued by the City for construction of a residential structure or a non-residential structure on or prior to June 30 of the preceding Fiscal Year. In the absence of a Building Permit, any Parcel of Taxable Property shall be classified as “Developed Property” if it has been occupied by a user as determined by the Administrator on or prior to June 30 of the preceding Fiscal Year. “Final Map” or “Parcel Map” means a final map approved by the City pursuant to the Subdivision Map Act (California Government Code Section 66410, et seq.) that creates individual lots on which a Building Permit can be issued for construction of Residential Units without further subdivision of the lots. “Fiscal Year” means the period starting on July 1 and ending on the following June 30.
“Industrial” means an individual building structure for industrial uses as defined per the County Assessor (e.g., research and development, mini-warehouse, etc.). “Institutional” means an individual building structure for institutional uses as defined per the County Assessor (e.g., churches, hospitals, assisted living, schools, etc.).
“Land Use Classification” means the current or intended use of a Taxable Parcel as determined by the Taxable Parcel’s County Land Use Code. “Maximum Special Tax” means, for each Special Tax Component, the maximum Special Tax, determined in accordance with Section C herein, which can be levied in any Fiscal Year.
“Mixed Use Parcel” means a Parcel designated by the County Assessor as having a multiple land uses such as residential land uses and commercial land uses, or multi-family land uses and commercial land uses.
32 Exhibit C

“Multi-Family Parcel” means a Parcel designated by the County Assessor as having a multi-family residential land uses which includes duplexes, triplexes, fourplexes and apartments.
“Non-Residential Parcel” means for each Fiscal Year, all Assessor Parcels designated by the County Assessor with a County Land Use Code of Commercial, Industrial, or Institutional. If it is determined by the Administrator that the County Assessor has assigned an incorrect County Land Use Code or the assigned County Land Use Code does not correctly describe the intended or current use of the Taxable Parcel, the Administrator may assign a Land Use Classification to the Taxable Parcel described in Section C below.
“Non-Residential Parcel – In Compliance” this definition only applies for the purpose of calculating the annual neighborhood parks and landscaping maintenance tax component and means for each Fiscal Year, an Assessor Parcel designated by the County Assessor with a County Land Use Code of Commercial, Industrial, or Institutional for which the Property Owner of the Commercial, Industrial, or Institutional Parcel has notified the City in writing by the preceding February 1st that it will maintain its parcel’s frontage landscaping during the immediate following fiscal year and the City Manager or his/her designee has determined that the Property Owner has maintained its Parcel’s frontage landscaping in previous Fiscal Years to City Landscape Maintenance Standards. In addition, in order for any Commercial, Industrial, or Institutional Parcel within a Tax Zone of CFD No. 2015-2 to be defined as a NonResidential Parcel – In Compliance, all Non-Residential Parcels within the Tax Zone must also be defined as Non-Residential Parcel – In Compliance. “Non-Residential Parcel – Out of Compliance” this definition only applies for the purpose of calculating the annual neighborhood parks and landscaping maintenance tax component and means for each Fiscal Year, an Assessor Parcel designated by the County Assessor with a County Land Use Code of Commercial, Industrial, or Institutional for which the Property Owner of the Non-Residential Parcel has not notified the City in writing by the preceding February 1st that it will maintain its parcel’s frontage landscaping during the immediate following fiscal year or the City Manager or his/her designee has determined that the Property Owner has not maintained its Parcel’s frontage landscaping in previous Fiscal Years to City Landscape Maintenance Standards. In addition, if any Non-Residential Parcel within a Tax Zone of CFD No. 2015-2 is defined as a Non-Residential Parcel – Out of Compliance, then all Non-Residential Parcels within the Tax Zone must also be defined as NonResidential Parcel – Out of Compliance. “Property Owner” means the Property Owner of record per current County Assessor records unless more current information is available such as recorded deed of sale, etc.
“Proportionately” means, for Developed Property, that the ratio of the actual annual Special Tax levied in any Fiscal Year to the Maximum Special Tax authorized 33 Exhibit C

to be levied in that Fiscal Year is equal for all Assessor’s Parcels of Developed Property.

For Undeveloped Property, “Proportionately” means that the ratio of the actual annual Special Tax levied in any Fiscal Year to the Maximum Special Tax authorized to be levied in that Fiscal Year is equal for all Assessor’s Parcels of Undeveloped Property. “Public Property” means, for each Fiscal Year: (i) any property within the boundaries of CFD No. 2015-2 that is owned by or irrevocably offered for dedication to the federal government, the State of California, the City or any other public agency; provided, however, that any property leased by a public agency to a private entity and subject to taxation under Section 53340.1 of the Act (as such section may be amended or replaced) shall be taxed and classified in accordance with its use; or (ii) any property within the boundaries of CFD No. 2015-2 that is encumbered by an unmanned utility easement making impractical its utilization for other than the purpose set forth in the easement.
“Residential Unit” means an individual building structure for residential or multi-family residential uses as defined per the County Assessor. An Accessory Unit that shares a Parcel with a Residential Unit shall not be considered a separate Residential Unit for purposes of this RMA.
“RMA” means this Rate and Method of Apportionment of Special Tax. "Single-Family Parcel" means a Parcel designated by the County Assessor as having a single-family residential land use. If it is determined by the Administrator that the County Assessor has assigned an incorrect County Land Use Code or the assigned County Land Use Code does not correctly describe the intended or current use of the Taxable Parcel, the Administrator may assign a Land Use Classification to the Taxable Parcel described in Section C below.
“Special Tax” means any tax levied within CFD No. 2015-2 to pay the Special Tax Requirement, and includes each Special Tax Component. “Special Tax Component” means one of the following components of the Special Tax: Community Park Maintenance Tax, Streetlighting Maintenance Tax, Neighborhood Parks and Landscape Maintenance Tax, or Stormwater Maintenance Tax.
“Special Tax Requirement” means, for each Special Tax Component, the amount of revenue needed in any Fiscal Year to pay for the following: (i) Authorized Services related to the Special Tax Component; (ii) Administrative Expenses attributable to the Special Tax Component; and (iii) amounts needed to cover any delinquencies in the payment of the Special Tax Component which occurred in the previous Fiscal Year or, based on delinquency rates in prior years, may be expected to occur in the Fiscal Year in which the Special Tax will be collected. 34 Exhibit C

“Taxable Property” or “Taxable Parcels” means all Assessors’ Parcels within the boundaries of CFD No. 2015-2 that are not exempt from the Special Tax pursuant to law or Section E herein.
“Tax Zone” means a mutually exclusive geographic area within which the Special Tax may be levied pursuant to this RMA. All the property within CFD No. 2015- 2 at the time of CFD Formation is within Tax Zone 1. Additional Tax Zones may be created when property is annexed to CFD No. 2015-2, and a separate Maximum Special Tax shall be identified for property within the new Tax Zone at the time of such annexation. The Assessor’s Parcels included within a new Tax Zone established when such Parcels are annexed to CFD No. 2015-2 shall be identified by Assessor’s Parcel Number in the Unanimous Approval Form that is signed by the owner(s) of the Parcels at the time of annexation.
“Unanimous Approval Form” means that form executed by the record owner of fee title to a Parcel or Parcels annexed into CFD No. 2015-2 that constitutes the property owner’s approval and unanimous vote in favor of annexing into CFD No. 2015- 2, the levy of the Special Tax against his/her Parcel or Parcels pursuant to this RMA. “Undeveloped Property” means, in any Fiscal Year, all Parcels of Taxable Property in CFD No. 2015-2 that are not classified as Developed Property.

B. DATA FOR ANNUAL TAX LEVY
Each Fiscal Year, the Administrator shall identify the current Assessor’s Parcel Numbers for all Parcels of Taxable Property within CFD No. 2015-2. The Administrator shall also determine: (i) whether each Assessor’s Parcel of Taxable Property is Developed Property or Undeveloped Property, and (ii) the Special Tax Requirement for each Special Tax Component for the then-current Fiscal Year. Each Special Tax Component shall be levied only to pay for the related Special Tax Requirement.

In any Fiscal Year, if it is determined that (i) a Final Map or Parcel Map for a portion of property in CFD No. 2015-2 was recorded after the last date upon which the County Assessor will incorporate the newly-created Parcels into the then current tax roll, (ii) because of the date the Final Map or Parcel Map was recorded, the County Assessor does not yet recognize the new Parcels that will be created by the Final Map or Parcel Map, and (iii) one or more of the newly-created Parcels would meet the definition of Developed Property, the Administrator shall calculate the Special Tax for the property affected by recordation of the Final Map or Parcel Map by determining the Special Tax that applies separately to each new Parcel that will be created by that Final Map or Parcel Map, then applying the sum of the individual Special Taxes to the Parcel that was subdivided by recordation of the Final Map or Parcel Map. 35 Exhibit C

C. MAXIMUM SPECIAL TAXES

1. Developed Property - The Fiscal Year 2018-19 Maximum Special Tax for each Special Tax Component for all Parcels of Developed Property shall be as shown in Table 1 below:

Mixed Use Parcels will have their Maximum Tax calculated each Fiscal Year based upon their combined uses on the Parcel. For example, if a one-acre parcel has commercial on the ground floor and 50 condominiums on the second floor the property owner will be charged the Non-Residential Parcel rate for one acre and the Condominium Parcel Rate for the 50 condominiums.

Special Tax Land Use
Component Classification
Regional Park Maintenance Tax Single-Family Parcel $136.40 per Parcel Regional Park Maintenance Tax Condominium Parcel $102.30 per Parcel Regional Park Maintenance Tax Multi-Family Parcel $68.20 per Unit Regional Park Maintenance Tax Non-Residential Parcel $409.20 per Acre Community Parks Maintenance Tax Single-Family Parcel $301.22 per Parcel Community Parks Maintenance Tax Condominium Parcel $225.91 per Parcel Community Parks Maintenance Tax Multi-Family Parcel $150.61 per Unit Community Parks Maintenance Tax Non-Residential Parcel $903.65 per Acre Street Lighting Maintenance Tax Single-Family Parcel $59.47 per Parcel Street Lighting Maintenance Tax Condominium Parcel $44.61 per Parcel Street Lighting Maintenance Tax Multi-Family Parcel $29.74 per Unit Street Lighting Maintenance Tax Non-Residential Parcel $178.41 per Acre Neighborhood Parks & Landscape Maintenance Tax Single-Family Parcel $659.00 per Parcel Neighborhood Parks & Landscape Maintenance Tax Condominium Parcel $494.25 per Parcel Neighborhood Parks & Landscape Maintenance Tax Multi-Family Parcel $329.50 per Unit Neighborhood Parks & Landscape Maintenance Tax
Non-Residential
In Compliance Parcel $0.00 per Acre
Neighborhood Parks & Landscape Maintenance Tax
Non-Residential
Out of Compliance Parcel $659.00 per Acre
Stormwater/Water Quality Maintenance Tax Single-Family Parcel $56.43 per Parcel Stormwater/Water Quality Maintenance Tax Condominium Parcel $56.43 per Parcel Stormwater/Water Quality Maintenance Tax Multi-Family Parcel $56.43 per Unit Stormwater/Water Quality Maintenance Tax Non-Residential Parcel $56.43 per Acre Table 1: Developed Property
FY 2018-19
Maximum
Tax
36 Exhibit C

2. Undeveloped Property - The Fiscal Year 2018-19 Maximum Special Tax for each Special Tax Component for all Parcels of Undeveloped Property shall be as shown in Table 2 below:

3. Escalation of Maximum Special Tax
On July 1, 2019, and each July 1 thereafter, the Maximum Special Tax for each Special Tax Component for the current Fiscal Year for Developed Property and Undeveloped Property shall be increased from the Maximum Special Tax for the respective Special Tax Component for the previous Fiscal Year by Consumer Price Index – All Urban Consumers (San Francisco-Oakland-San Jose, CA) (from February) with a minimum annual increase of three (3.00%) percent and a maximum annual increase of five (5.00%) percent for any given year.

Special Tax Land Use
Component Classification
Regional Park Maintenance Tax Single-Family Parcel $409.20 per Acre Regional Park Maintenance Tax Condominium Parcel $306.90 per Acre Regional Park Maintenance Tax Multi-Family Parcel $204.60 per Acre Regional Park Maintenance Tax Non-Residential Parcel $204.60 per Acre Community Parks Maintenance Tax Single-Family Parcel $903.65 per Acre Community Parks Maintenance Tax Condominium Parcel $677.74 per Acre Community Parks Maintenance Tax Multi-Family Parcel $451.83 per Acre Community Parks Maintenance Tax Non-Residential Parcel $451.83 per Acre Street Lighting Maintenance Tax Single-Family Parcel $178.41 per Acre Street Lighting Maintenance Tax Condominium Parcel $133.81 per Acre Street Lighting Maintenance Tax Multi-Family Parcel $89.21 per Acre Street Lighting Maintenance Tax Non-Residential Parcel $89.21 per Acre Neighborhood Parks & Landscape Maintenance Tax Single-Family Parcel $659.00 per Acre Neighborhood Parks & Landscape Maintenance Tax Condominium Parcel $659.00 per Acre Neighborhood Parks & Landscape Maintenance Tax Multi-Family Parcel $659.00 per Acre Neighborhood Parks & Landscape Maintenance Tax
Non-Residential
In Compliance Parcel $0.00 per Acre
Neighborhood Parks & Landscape Maintenance Tax
Non-Residential
Out of Compliance Parcel $659.00 per Acre
Stormwater/Water Quality Maintenance Tax Single-Family Parcel $56.43 per Acre Stormwater/Water Quality Maintenance Tax Condominium Parcel $56.43 per Acre Stormwater/Water Quality Maintenance Tax Multi-Family Parcel $56.43 per Acre Stormwater/Water Quality Maintenance Tax Non-Residential Parcel $56.43 per Acre Table 2: Undeveloped Property
FY 2018-19
Maximum
Tax
37 Exhibit C

D. METHOD OF LEVY AND COLLECTION OF SPECIAL TAXES
Each Fiscal Year, the Administrator shall determine the Special Tax Requirement for each Special Tax Component for that Fiscal Year and levy each Special Tax Component on all Parcels of Taxable Property as follows:

Step 1: Each Special Tax Component shall be levied Proportionately on each Parcel of Developed Property up to 100% of the Maximum Special Tax for each Parcel of Developed Property for such Fiscal Year until the amount levied is equal to the Special Tax Requirement for such Special Tax Component;
Step 2: If additional revenue is needed after Step 1, each Special Tax Component shall be levied Proportionately on each Parcel of Undeveloped Property up to 100% of the Maximum Special Tax for each Parcel of Undeveloped Property for such Fiscal Year until the amount levied, when combined with the amount of the Special Tax Component levied pursuant to Step 1, is equal to the Special Tax Requirement for such Special Tax Component.

The Special Tax for CFD No. 2015-2 shall be collected at the same time and in the same manner as ordinary ad valorem property taxes provided, however, that the City may (under the authority of Government Code Section 53340) collect Special Taxes at a different time or in a different manner if necessary to meet the financial obligations of CFD No. 2015-2, and the Special Tax shall be subject to foreclosure if delinquent regardless of the manner in which it was collected.

E. EXEMPTIONS
No Special Tax shall be levied on Parcels of Public Property or any privatelyowned Parcels that are non-developable, such as common areas, wetlands, and open space, parks, etc. except as otherwise provided in this RMA and in the Act.

F. INTERPRETATION OF SPECIAL TAX FORMULA
The City reserves the right to make minor administrative and technical changes to this document that does not materially affect the rate and method of apportioning Special Taxes. In addition, the interpretation and application of any section of this document shall be left to the City’s discretion. Interpretations may be made by the City through a resolution of the Council for purposes of clarifying any vagueness or ambiguity in this RMA.
38 Exhibit C

G. TERM OF THE SPECIAL TAX
The Special Tax shall be levied in perpetuity as necessary to pay the Special Tax Requirement.

H. REPEAL OF THE SPECIAL TAX
CFD No. 2015-2 was established to levy the Special Tax to finance the Authorized Services as a condition of the entitlement to develop the Developed Property in CFD No. 2015-2. If the levy of the Special Tax is repealed by initiative or any other action participated in by the owners of Parcels in CFD No. 2015-2, the City shall cease to levy the Special Tax and shall cease to be obligated to provide the Authorized Services for which the Special Tax was levied.

I. SEVERABILITY
The invalidity or unenforceability of any provisions of this Rate and Method of Apportionment of Special Tax shall not affect the validity or enforceability of any other provision of this Rate and Method of Apportionment of Special Tax, which shall remain in full force and effect.
39 RESOLUTION NO.

RESOLUTION APPROVING THE ANNEXATION (ANNEXATION NO. 43) OF

PROPERTY LOCATED IN THE FUTURE ANNEXATION AREA OF

CITY OF OAKLEY
Community Facilities District No. 2015-2
(Parks, Streetlight, Landscape and Stormwater Services) RESOLVED by the City Council (the “Council”) of the City of Oakley (the “City”), County of Contra Costa, State of California, that:

WHEREAS, this Council has adopted a resolution entitled “Resolution of Formation of Community Facilities District” (the “Resolution of Formation”), ordering the formation of the (i) the “City of Oakley Community Facilities District No. 2015-2 (Parks, Streetlight, Landscape and Stormwater Services)” (the “CFD”) and (ii) the "City of Oakley Community Facilities District No. 2015-2 (Parks, Streetlight, Landscape and Stormwater Services) (Future Annexation Area)," authorizing the levy of a special tax on property within the CFD, and preliminarily establishing an appropriations limit for the CFD, all pursuant to Chapter 2.5 of Part 1 of Division 2 of Title 5, commencing with Section 53311, of the California Government Code (the “Act”).

WHEREAS, under the Resolution of Formation and a resolution calling special election heretofore adopted by this Council, the propositions of the levy of the special tax and the establishment of the appropriations limit were submitted to the qualified electors of the CFD as required by the Act.

WHEREAS, on January 12, 2016, a special election was held among the landowner voters within the CFD, wherein such propositions were approved by the two-thirds vote required by the Act, as confirmed by resolution of this Council.

WHEREAS, on January 19, 2016, a notice of special tax lien (the “Notice of Special Tax Lien”) was recorded with the Contra Costa County Recorder’s office, thereby giving notice that the lien to secure payment of the Special Tax was imposed on the land in the CFD.

WHEREAS, the owner (the “Property Owner”) of Assessor’s Parcel Number 037-100- 065-4 located within the Future Annexation Area (the “Property”) has agreed to mitigate certain impacts of the proposed development of the Property by paying for certain services financed by the CFD.

WHEREAS, pursuant to the Act, the Property Owner has executed a Unanimous Approval constituting a unanimous approval and unanimous vote by the Property Owner in favor of the annexation of the Property to the CFD and the levy of the Special Tax. 40 2
NOW, THEREFORE, BE IT RESOLVED AND ORDERED, as follows:

1. Recitals. The foregoing recitals are all true and correct.

2. Approval of Annexation. The City Council hereby determines that Assessor’s Parcel Number 037-100-065-4 is annexed into Tax Zone No. 16 of the CFD.

3. Amendment to Notice of Special Tax Lien. The City Council hereby directs the Clerk of the City Council to record an Amendment to Notice of Special Tax Lien, evidencing that Assessor’s Parcel Number 037-100-065-4 is added to the CFD.

4. Boundaries Described. The revised boundaries of the CFD including Assessor’s Parcel Number 037-100-065-4 are described in an amended boundary map, which this City Council hereby directs the City Clerk to record with the Contra Costa County Recorder’s office.

5. General Authority; Ratification of Previous Actions. The officers of the City are hereby authorized and directed, jointly and severally, to do any and all things and to execute and deliver any and all documents which they may deem necessary or advisable in order to consummate the transactions described herein or to otherwise effectuate the purposes of this resolution. Any actions previously taken by such officers that are consistent with the purposes of this resolution are hereby ratified and confirmed.

6. Effective Date. This Resolution shall take effect upon its adoption.

PASSED AND ADOPTED by the City Council of the City of Oakley at a meeting held on March 25, 2025, by the following vote:

AYES:

NOES:

ABSENT:

ABSTENTIONS:

APPROVED:

Shannon Shaw, Mayor
ATTEST:

Kim Snodgrass, City Clerk Date
41 CITY OF OAKLEY

CONTRA COSTA COUNTY, STATE OF CALIFORNIA

FILED IN THE OFFICE OF THE CITY CLERK OF THE CITY OF OAKLEY THIS _______ DAY OF ______________, 2025.
_______________________________

KIM SNODGRASS, CITY CLERK

CITY OF OAKLEY

CONTRA COSTA COUNTY

STATE OF CALIFORNIA

I HEREBY CERTIFY THAT THE WITHIN MAP SHOWING ANNEXATION NO. 43 TO CITY OF OAKLEY COMMUNITY FACILITIES DISTRICT NO. 2015-2 (PARKS, STREETLIGHTS, LANDSCAPE MAINTENANCE AND STORMWATER),

CITY OF OAKLEY, CONTRA COSTA COUNTY, STATE OF CALIFORNIA,

WAS APPROVED BY THE CITY COUNCIL OF THE CITY OF OAKLEY, AT A REGULAR MEETING THEREOF, HELD ON THE _______ DAY OF
_______________, 2025, BY ITS RESOLUTION NO. _______________.

FILED THIS _______ DAY OF ________________, 2025, AT THE HOUR OF __________ __.M IN BOOK _______ OF MAPS OF ASSESSMENT AND COMMUNITY FACILITIES DISTRICTS AT PAGE _______, DOCUMENT NO. _______________ IN THE OFFICE OF THE COUNTY RECORDER IN CONTRA COSTA COUNTY, STATE OF CALIFORNIA.
_______________________________

KIM SNODGRASS, CITY CLERK

CITY OF OAKLEY

CONTRA COSTA COUNTY

STATE OF CALIFORNIA
SHEET 1 OF 2

THIS ANNEXATION MAP ANNEXES TERRITORY TO CITY OF OAKLEY COMMUNITY FACILITIES DISTRICT NO. 2015-2 (PARKS,

STREETLIGHTS, LANDSCAPE MAINTENANCE AND STORMWATER),

CITY OF OAKLEY, CONTRA COSTA COUNTY, STATE OF CALIFORNIA,

FILED IN THE OFFICE OF THE COUNTY RECORDER OF CONTRA
COSTA COUNTY, STATE OF CALIFORNIA, ON THE 9TH DAY OF
NOVEMBER, 2015 IN BOOK 85 OF MAPS OF ASSESSMENT AND
COMMUNITY FACILITIES DISTRICT AT PAGE 20.

NOTE:
_______________________________

COUNTY RECORDER

CONTRA COSTA COUNTY

STATE OF CALIFORNIA
Legend
CFD No. 2015-2 Boundary
Oakley City Limits/CFD No. 2015-2 Future Annexation Area Parcel Lines 0 2,500 5,000
Feet
±
ANNEXATION NO. 43 - TAX ZONE NO. 16
SEE SHEET 2
ANNEXATION MAP NO. 43 TO
CITY OF OAKLEY COMMUNITY FACILITIES DISTRICT NO. 2015-2 (PARKS, STREETLIGHTS, LANDSCAPE MAINTENANCE AND STORMWATER) ASSESSOR PARCELS WITHIN BOUNDARY: FOR PARTICULARS OF

LINES AND DIMENSIONS OF PARCELS, REFERENCE IS MADE TO
ASSESSOR'S PARCEL NO. 037-100-065-4.
42 ±
SHEET 2 OF 2
Liv
e
O
a
k
Av
e
n
u
e
APN
037-100-065-4
Main Street
0 250 500
Feet
Legend
CFD No. 2015-2 Annexation Area No. 43
Parcel Lines
Annexation No. 43 - Tax Zone No. 16
(Live Oak Industrial Park)
ANNEXATION MAP NO. 43 TO
CITY OF OAKLEY COMMUNITY FACILITIES DISTRICT NO. 2015-2

CITY OF OAKLEY

CONTRA COSTA COUNTY, STATE OF CALIFORNIA
(PARKS, STREETLIGHTS, LANDSCAPE MAINTENANCE AND STORMWATER) 43 RECORDING REQUESTED BY AND
AFTER RECORDATION RETURN TO:

City Clerk
City of Oakley
City Hall
3231 Main Street
Oakley, California 94561
AMENDMENT NO. 43 TO

NOTICE OF SPECIAL TAX LIEN

CITY OF OAKLEY
Community Facilities District No. 2015-2
(Parks, Streetlight, Landscape and Stormwater Services) Annexation No. 43 - Tax Zone No. 16
(Live Oak Industrial Park)
Pursuant to the requirements of Section 3117.5 of the Streets and Highways Code of California and the Mello-Roos Community Facilities Act of 1982, as amended, section 53311, et seq., of the California Government Code (the “Act”), the undersigned City Clerk of the City of Oakley (the “City”), County of Contra Costa, State of California, hereby gives notice that a lien to secure payment of a special tax, which the City is authorized to levy, is hereby imposed on the property described herein. The special tax secured by this lien is authorized to be levied for the purpose of paying for certain municipal services set forth in that certain Notice of Special Tax Lien heretofore recorded in the Office of the County Recorder of the County of Contra Costa, State of California on January 19, 2016, as Document No. 20160009045, to which reference is hereby made and the provisions of which are hereby incorporated by this reference.

This Amendment No. 43 to Notice of Special Tax Lien amends the Notice of Special Tax Lien to add to the territory of the City of Oakley Community Facilities District No. 2015-2 (Parks, Streetlight, Landscape and Stormwater Services) (the “CFD”). The territory included in the existing CFD is set forth in the map of the CFD heretofore recorded as Document No. 15- 234174 in the Office of the County Recorder of the County of Contra Costa, State of California on November 9, 2015, in Book 85 at Page 20 of Maps of Assessment and Community Facilities Districts, to which reference is hereby made. The territory to be added is set forth in that certain “Annexation Map No. 43 to Community Facilities District No. 2015-2 (Parks, Streetlight, Landscape and Stormwater Services), County of Contra Costa, State of California,” heretofore recorded at ________ on _______________, 2025, in Book _____ at Page _____ of Maps of Assessment and Community Facilities Districts in the office of the County Recorder of the County of Contra Costa, State of California.

The rate, method of apportionment, and manner of collection of the authorized special tax, as supplemented with respect to the annexation of the territory described herein to the CFD, is set forth in Exhibit B hereto and hereby made a part hereof. The lien of the special tax is a continuing lien which shall secure the annual levy of the special tax and which shall continue in force and effect until the special tax obligation is permanently satisfied and canceled 44 2
in accordance with law or until the special tax ceases to be levied and a notice of cessation of special tax is recorded in accordance with Government Code Section 53330.5.

Notice is further given that upon the recording of this notice in the office of the county recorder, the obligation to pay the special tax levy shall become a lien upon all nonexempt real property within the territory to be added to the CFD in accordance with Section 3115.5 of the Streets and Highways Code.

The assessor’s tax parcel(s) numbers of all parcels or any portion thereof which are included in this Amendment No. 43 to Notice of Special Tax Lien, together with the name(s) of the owner(s) thereof, as they appear on the latest secured assessment roll as of the date of recording hereof or as are otherwise known to the City are as set forth in Exhibit A hereto and hereby made a part hereof.

For further information concerning the current and estimated future tax liability of owners or purchasers of real property subject to this special tax lien, interested persons should contact the Finance Director of the City of Oakley, City Hall, 3231 Main Street, Oakley, California 94561, telephone number (925) 625-7000.

Dated: As of _____________, 2025
By:

Kim Snodgrass, City Clerk,
City of Oakley
45 Exhibit A

EXHIBIT A

CITY OF OAKLEY
Community Facilities District No. 2015-2
(Parks, Streetlight, Landscape and Stormwater Services) Annexation No. 43 – Tax Zone No. 16

PARCEL DESCRIPTION AND OWNER OF LAND WITHIN
ANNEXATION NO. 43 – TAX ZONE NO. 16
Assessor’s Parcel No. Name(s) of Property Owner(s)
037-100-065-4 LIVE OAK INVESTORS LLC
46 Exhibit B

EXHIBIT B

CITY OF OAKLEY
Community Facilities District No. 2015-2
(Parks, Streetlight, Landscape and Stormwater Services)

SUPPLEMENT TO THE RATE AND METHOD OF
APPORTIONMENT OF SPECIAL TAX – TAX ZONE NO. 16
Special Taxes in the City of Oakley Community Facilities District No. 2015-2 (Parks, Streetlight, Landscape and Stormwater Services) (the “CFD” or “CFD No. 2015-2”) shall be levied and collected according to the tax liability determined by the Administrator through the application of the appropriate amount or rate for Taxable Property, as described below. All the property in CFD No. 2015-2, unless exempted by law or by the provisions of Section E herein, shall be taxed for the purposes, to the extent, and in the manner herein provided, including property subsequently annexed to CFD No. 2015-2, unless a separate Rate and Method of Apportionment of Special Tax is adopted for such annexation area.

Property annexed to City of Oakley Community Facilities District No. 2015-2 (Parks, Streetlight, Landscape and Stormwater Services) pursuant to Annexation No. 43 will be annexed to Tax Zone No. 16 per the Supplement to the Rate and Method of Apportionment of Special Tax shown below.

A. DEFINITIONS
The terms hereinafter set forth have the following meanings:
“Accessory Unit” means a second residential unit of reduced size (e.g., granny cottage, etc.) that shares a Parcel with a Residential Unit. “Acre” or “Acreage” means the land area of an Assessor’s Parcel as shown on an Assessor’s Parcel Map, or if the land area is not shown on an Assessor’s Parcel Map, the land area shown on the applicable Final Map or other recorded County parcel map.
“Act” means the Mello-Roos Community Facilities Act of 1982, as amended, being Chapter 2.5 (commencing with Section 53311), Division 2, of Title 5 of the Government Code of the State of California.
“Administrative Expenses” means the following actual or reasonably estimated costs directly related to the administration of CFD No. 2015-2: the costs of computing the Special Tax and preparing the annual Special Tax collection schedules (whether by the City or any designee thereof or both); the costs of collecting 47 Exhibit B

the Special Taxes; the costs to the City, CFD No. 2015-2, or any designee thereof of complying with disclosure requirements associated with the Act; the costs associated with preparing Special Tax disclosure statements and responding to public inquiries, protests, or appeals regarding the Special Taxes; and the City’s annual administration fees and third party expenses. Administrative Expenses shall also include amounts estimated or advanced by the City or CFD No. 2015-2 for any other administrative purposes of CFD No. 2015-2, including attorney’s fees, costs associated with annexations to CFD No. 2015-2, and other costs related to commencing and pursuing to completion any foreclosure of delinquent Special Taxes. “Administrator” means an official of the City, or any designee thereof, responsible for determining the Special Tax Requirement and providing for the levy and collection of the Special Tax.
“Assessor’s Parcel” or “Parcel” means a lot or parcel shown on an Assessor’s Parcel Map with an assigned Assessor’s Parcel Number. “Assessor’s Parcel Map” means an official map of the County Assessor designating parcels by Assessor’s Parcel Number.
“Assessor’s Parcel Number” or “APN” means a unique number assigned to an Assessor’s Parcel by the County Assessor for purposes of identifying a property.
“Authorized Services” means the public services authorized to be funded by CFD No. 2015-2 as set forth in the documents adopted by the Council when CFD No. 2015-2 was formed.
“Building Permit” means a building permit issued by the City and having a building structure improvement valuation over $50,000. Building Permits for the construction of ancillary structures such as fences, swimming pools, retaining walls, etc. are excluded.
“CFD” or “CFD No. 2015-2” means the City of Oakley Community Facilities District No. 2015-2 (Parks, Streetlight, Landscape and Stormwater Services). “City” means the City of Oakley.
“City Landscape Maintenance Standards” means the then applicable landscape maintenance standards or then applicable level of service for then applicable landscape maintenance contracts executed by the City that are in effect and relate to similar landscaping improvements.
“City Manager” means the City Manager of the City of Oakley. 48 Exhibit B

“Commercial Unit” means an individual building structure for commercial uses as defined per the County Assessor (e.g., grocery stores, shopping centers, motel, hotel, service stations, and offices).
“Condominium Parcel” means a Parcel designated by the County Assessor as having a condominium, townhome, cluster home and co-op land use. “Council” means the City Council of the City of Oakley, acting as the legislative body for CFD No. 2015-2.
“County” means the County of Contra Costa.
“County Assessor” means the Contra Costa County Assessor. “County Land Use Code” means the land use code assigned to an Assessor’s Parcel as indicated in the records of the County Assessor. “Developed Property” means, in any Fiscal Year, all Parcels of Taxable Property for which a Building Permit was issued by the City for construction of a residential structure or a non-residential structure on or prior to June 30 of the preceding Fiscal Year. In the absence of a Building Permit, any Parcel of Taxable Property shall be classified as “Developed Property” if it has been occupied by a user as determined by the Administrator on or prior to June 30 of the preceding Fiscal Year. “Final Map” or “Parcel Map” means a final map approved by the City pursuant to the Subdivision Map Act (California Government Code Section 66410, et seq.) that creates individual lots on which a Building Permit can be issued for construction of Residential Units without further subdivision of the lots. “Fiscal Year” means the period starting on July 1 and ending on the following June 30.
“Industrial” means an individual building structure for industrial uses as defined per the County Assessor (e.g., research and development, mini-warehouse, etc.).
“Institutional” means an individual building structure for institutional uses as defined per the County Assessor (e.g., churches, hospitals, assisted living, schools, etc.).
“Land Use Classification” means the current or intended use of a Taxable Parcel as determined by the Taxable Parcel’s County Land Use Code. “Maximum Special Tax” means, for each Special Tax Component, the maximum Special Tax, determined in accordance with Section C herein, which can be levied in any Fiscal Year.
49 Exhibit B

“Mixed Use Parcel” means a Parcel designated by the County Assessor as having a multiple land uses such as residential land uses and commercial land uses, or multi-family land uses and commercial land uses.
“Multi-Family Parcel” means a Parcel designated by the County Assessor as having a multi-family residential land uses which includes duplexes, triplexes, fourplexes and apartments.
“Non-Residential Parcel” means for each Fiscal Year, all Assessor Parcels designated by the County Assessor with a County Land Use Code of Commercial, Industrial, or Institutional. If it is determined by the Administrator that the County Assessor has assigned an incorrect County Land Use Code or the assigned County Land Use Code does not correctly describe the intended or current use of the Taxable Parcel, the Administrator may assign a Land Use Classification to the Taxable Parcel described in Section C below.
“Non-Residential Parcel – In Compliance” this definition only applies for the purpose of calculating the annual neighborhood parks and landscaping maintenance tax component and means for each Fiscal Year, an Assessor Parcel designated by the County Assessor with a County Land Use Code of Commercial, Industrial, or Institutional for which the Property Owner of the Commercial, Industrial, or Institutional Parcel has notified the City in writing by the preceding February 1st that it will maintain its parcel’s frontage landscaping during the immediate following fiscal year and the City Manager or his/her designee has determined that the Property Owner has maintained its Parcel’s frontage landscaping in previous Fiscal Years to City Landscape Maintenance Standards. In addition, in order for any Commercial, Industrial, or Institutional Parcel within a Tax Zone of CFD No. 2015-2 to be defined as a Non-Residential Parcel – In Compliance, all Non-Residential Parcels within the Tax Zone must also be defined as Non-Residential Parcel – In Compliance. “Non-Residential Parcel – Out of Compliance” this definition only applies for the purpose of calculating the annual neighborhood parks and landscaping maintenance tax component and means for each Fiscal Year, an Assessor Parcel designated by the County Assessor with a County Land Use Code of Commercial, Industrial, or Institutional for which the Property Owner of the Non-Residential Parcel has not notified the City in writing by the preceding February 1st that it will maintain its parcel’s frontage landscaping during the immediate following fiscal year or the City Manager or his/her designee has determined that the Property Owner has not maintained its Parcel’s frontage landscaping in previous Fiscal Years to City Landscape Maintenance Standards. In addition, if any Non-Residential Parcel within a Tax Zone of CFD No. 2015-2 is defined as a Non-Residential Parcel – Out of Compliance, then all Non-Residential Parcels within the Tax Zone must also be defined as Non-Residential Parcel – Out of Compliance.
50 Exhibit B

“Property Owner” means the Property Owner of record per current County Assessor records unless more current information is available such as recorded deed of sale, etc.
“Proportionately” means, for Developed Property, that the ratio of the actual annual Special Tax levied in any Fiscal Year to the Maximum Special Tax authorized to be levied in that Fiscal Year is equal for all Assessor’s Parcels of Developed Property. For Undeveloped Property, “Proportionately” means that the ratio of the actual annual Special Tax levied in any Fiscal Year to the Maximum Special Tax authorized to be levied in that Fiscal Year is equal for all Assessor’s Parcels of Undeveloped Property.
“Public Property” means, for each Fiscal Year: (i) any property within the boundaries of CFD No. 2015-2 that is owned by or irrevocably offered for dedication to the federal government, the State of California, the City or any other public agency; provided, however, that any property leased by a public agency to a private entity and subject to taxation under Section 53340.1 of the Act (as such section may be amended or replaced) shall be taxed and classified in accordance with its use; or (ii) any property within the boundaries of CFD No. 2015-2 that is encumbered by an unmanned utility easement making impractical its utilization for other than the purpose set forth in the easement.
“Residential Unit” means an individual building structure for residential or multi-family residential uses as defined per the County Assessor. An Accessory Unit that shares a Parcel with a Residential Unit shall not be considered a separate Residential Unit for purposes of this RMA.
“RMA” means this Rate and Method of Apportionment of Special Tax. "Single-Family Parcel" means a Parcel designated by the County Assessor as having a single-family residential land use. If it is determined by the Administrator that the County Assessor has assigned an incorrect County Land Use Code or the assigned County Land Use Code does not correctly describe the intended or current use of the Taxable Parcel, the Administrator may assign a Land Use Classification to the Taxable Parcel described in Section C below.
“Special Tax” means any tax levied within CFD No. 2015-2 to pay the Special Tax Requirement, and includes each Special Tax Component. “Special Tax Component” means one of the following components of the Special Tax: Community Park Maintenance Tax, Streetlighting Maintenance Tax, Neighborhood Parks and Landscape Maintenance Tax, or Stormwater Maintenance Tax.
“Special Tax Requirement” means, for each Special Tax Component, the amount of revenue needed in any Fiscal Year to pay for the following: (i) Authorized 51 Exhibit B

Services related to the Special Tax Component; (ii) Administrative Expenses attributable to the Special Tax Component; and (iii) amounts needed to cover any delinquencies in the payment of the Special Tax Component which occurred in the previous Fiscal Year or, based on delinquency rates in prior years, may be expected to occur in the Fiscal Year in which the Special Tax will be collected. “Taxable Property” or “Taxable Parcels” means all Assessors’ Parcels within the boundaries of CFD No. 2015-2 that are not exempt from the Special Tax pursuant to law or Section E herein.
“Tax Zone” means a mutually exclusive geographic area within which the Special Tax may be levied pursuant to this RMA. All the property within CFD No. 2015-2 at the time of CFD Formation is within Tax Zone 1. Additional Tax Zones may be created when property is annexed to CFD No. 2015-2, and a separate Maximum Special Tax shall be identified for property within the new Tax Zone at the time of such annexation. The Assessor’s Parcels included within a new Tax Zone established when such Parcels are annexed to CFD No. 2015-2 shall be identified by Assessor’s Parcel Number in the Unanimous Approval Form that is signed by the owner(s) of the Parcels at the time of annexation.
“Unanimous Approval Form” means that form executed by the record owner of fee title to a Parcel or Parcels annexed into CFD No. 2015-2 that constitutes the property owner’s approval and unanimous vote in favor of annexing into CFD No. 2015-2, the levy of the Special Tax against his/her Parcel or Parcels pursuant to this RMA.
“Undeveloped Property” means, in any Fiscal Year, all Parcels of Taxable Property in CFD No. 2015-2 that are not classified as Developed Property.

B. DATA FOR ANNUAL TAX LEVY
Each Fiscal Year, the Administrator shall identify the current Assessor’s Parcel Numbers for all Parcels of Taxable Property within CFD No. 2015-2. The Administrator shall also determine: (i) whether each Assessor’s Parcel of Taxable Property is Developed Property or Undeveloped Property, and (ii) the Special Tax Requirement for each Special Tax Component for the then-current Fiscal Year. Each Special Tax Component shall be levied only to pay for the related Special Tax Requirement.

In any Fiscal Year, if it is determined that (i) a Final Map or Parcel Map for a portion of property in CFD No. 2015-2 was recorded after the last date upon which the County Assessor will incorporate the newly-created Parcels into the then current tax roll, (ii) because of the date the Final Map or Parcel Map was recorded, the County Assessor does not yet recognize the new Parcels that will be created by the Final Map or Parcel Map, and (iii) one or more of the newly-created Parcels would meet the definition of Developed Property, the Administrator shall calculate the Special Tax for 52 Exhibit B

the property affected by recordation of the Final Map or Parcel Map by determining the Special Tax that applies separately to each new Parcel that will be created by that Final Map or Parcel Map, then applying the sum of the individual Special Taxes to the Parcel that was subdivided by recordation of the Final Map or Parcel Map.

C. MAXIMUM SPECIAL TAXES

1. Developed Property - The Fiscal Year 2018-19 Maximum Special Tax for each Special Tax Component for all Parcels of Developed Property shall be as shown in Table 1 below:

Mixed Use Parcels will have their Maximum Tax calculated each Fiscal Year based upon their combined uses on the Parcel. For example, if a one-acre parcel has commercial on the ground floor and 50 condominiums on the second floor the property owner will be charged the NonResidential Parcel rate for one acre and the Condominium Parcel Rate for the 50 condominiums.

Special Tax Land Use
Component Classification
Regional Park Maintenance Tax Single-Family Parcel $136.40 per Parcel Regional Park Maintenance Tax Condominium Parcel $102.30 per Parcel Regional Park Maintenance Tax Multi-Family Parcel $68.20 per Unit Regional Park Maintenance Tax Non-Residential Parcel $409.20 per Acre Community Parks Maintenance Tax Single-Family Parcel $301.22 per Parcel Community Parks Maintenance Tax Condominium Parcel $225.91 per Parcel Community Parks Maintenance Tax Multi-Family Parcel $150.61 per Unit Community Parks Maintenance Tax Non-Residential Parcel $903.65 per Acre Street Lighting Maintenance Tax Single-Family Parcel $59.47 per Parcel Street Lighting Maintenance Tax Condominium Parcel $44.61 per Parcel Street Lighting Maintenance Tax Multi-Family Parcel $29.74 per Unit Street Lighting Maintenance Tax Non-Residential Parcel $178.41 per Acre Neighborhood Parks & Landscape Maintenance Tax Single-Family Parcel $659.00 per Parcel Neighborhood Parks & Landscape Maintenance Tax Condominium Parcel $494.25 per Parcel Neighborhood Parks & Landscape Maintenance Tax Multi-Family Parcel $329.50 per Unit Neighborhood Parks & Landscape Maintenance Tax
Non-Residential
In Compliance Parcel $0.00 per Acre
Neighborhood Parks & Landscape Maintenance Tax
Non-Residential
Out of Compliance Parcel $659.00 per Acre
Stormwater/Water Quality Maintenance Tax Single-Family Parcel $56.43 per Parcel Stormwater/Water Quality Maintenance Tax Condominium Parcel $56.43 per Parcel Stormwater/Water Quality Maintenance Tax Multi-Family Parcel $56.43 per Unit Stormwater/Water Quality Maintenance Tax Non-Residential Parcel $56.43 per Acre Table 1: Developed Property
FY 2018-19
Maximum
Tax
53 Exhibit B

2. Undeveloped Property - The Fiscal Year 2018-19 Maximum Special Tax for each Special Tax Component for all Parcels of Undeveloped Property shall be as shown in Table 2 below:

3. Escalation of Maximum Special Tax
On July 1, 2019, and each July 1 thereafter, the Maximum Special Tax for each Special Tax Component for the current Fiscal Year for Developed Property and Undeveloped Property shall be increased from the Maximum Special Tax for the respective Special Tax Component for the previous Fiscal Year by Consumer Price Index – All Urban Consumers (San Francisco-Oakland-San Jose, CA) (from February) with a minimum annual increase of three (3.00%) percent and a maximum annual increase of five (5.00%) percent for any given year.

Special Tax Land Use
Component Classification
Regional Park Maintenance Tax Single-Family Parcel $409.20 per Acre Regional Park Maintenance Tax Condominium Parcel $306.90 per Acre Regional Park Maintenance Tax Multi-Family Parcel $204.60 per Acre Regional Park Maintenance Tax Non-Residential Parcel $204.60 per Acre Community Parks Maintenance Tax Single-Family Parcel $903.65 per Acre Community Parks Maintenance Tax Condominium Parcel $677.74 per Acre Community Parks Maintenance Tax Multi-Family Parcel $451.83 per Acre Community Parks Maintenance Tax Non-Residential Parcel $451.83 per Acre Street Lighting Maintenance Tax Single-Family Parcel $178.41 per Acre Street Lighting Maintenance Tax Condominium Parcel $133.81 per Acre Street Lighting Maintenance Tax Multi-Family Parcel $89.21 per Acre Street Lighting Maintenance Tax Non-Residential Parcel $89.21 per Acre Neighborhood Parks & Landscape Maintenance Tax Single-Family Parcel $659.00 per Acre Neighborhood Parks & Landscape Maintenance Tax Condominium Parcel $659.00 per Acre Neighborhood Parks & Landscape Maintenance Tax Multi-Family Parcel $659.00 per Acre Neighborhood Parks & Landscape Maintenance Tax
Non-Residential
In Compliance Parcel $0.00 per Acre
Neighborhood Parks & Landscape Maintenance Tax
Non-Residential
Out of Compliance Parcel $659.00 per Acre
Stormwater/Water Quality Maintenance Tax Single-Family Parcel $56.43 per Acre Stormwater/Water Quality Maintenance Tax Condominium Parcel $56.43 per Acre Stormwater/Water Quality Maintenance Tax Multi-Family Parcel $56.43 per Acre Stormwater/Water Quality Maintenance Tax Non-Residential Parcel $56.43 per Acre Table 2: Undeveloped Property
FY 2018-19
Maximum
Tax
54 Exhibit B

D. METHOD OF LEVY AND COLLECTION OF SPECIAL TAXES
Each Fiscal Year, the Administrator shall determine the Special Tax Requirement for each Special Tax Component for that Fiscal Year and levy each Special Tax Component on all Parcels of Taxable Property as follows:

Step 1: Each Special Tax Component shall be levied Proportionately on each Parcel of Developed Property up to 100% of the Maximum Special Tax for each Parcel of Developed Property for such Fiscal Year until the amount levied is equal to the Special Tax Requirement for such Special Tax Component;
Step 2: If additional revenue is needed after Step 1, each Special Tax Component shall be levied Proportionately on each Parcel of Undeveloped Property up to 100% of the Maximum Special Tax for each Parcel of Undeveloped Property for such Fiscal Year until the amount levied, when combined with the amount of the Special Tax Component levied pursuant to Step 1, is equal to the Special Tax Requirement for such Special Tax Component.

The Special Tax for CFD No. 2015-2 shall be collected at the same time and in the same manner as ordinary ad valorem property taxes provided, however, that the City may (under the authority of Government Code Section 53340) collect Special Taxes at a different time or in a different manner if necessary to meet the financial obligations of CFD No. 2015-2, and the Special Tax shall be subject to foreclosure if delinquent regardless of the manner in which it was collected.

E. EXEMPTIONS
No Special Tax shall be levied on Parcels of Public Property or any privatelyowned Parcels that are non-developable, such as common areas, wetlands, and open space, parks, etc. except as otherwise provided in this RMA and in the Act.

F. INTERPRETATION OF SPECIAL TAX FORMULA
The City reserves the right to make minor administrative and technical changes to this document that does not materially affect the rate and method of apportioning Special Taxes. In addition, the interpretation and application of any section of this document shall be left to the City’s discretion. Interpretations may be made by the City through a resolution of the Council for purposes of clarifying any vagueness or ambiguity in this RMA.
55 Exhibit B

G. TERM OF THE SPECIAL TAX
The Special Tax shall be levied in perpetuity as necessary to pay the Special Tax Requirement.

H. REPEAL OF THE SPECIAL TAX
CFD No. 2015-2 was established to levy the Special Tax to finance the Authorized Services as a condition of the entitlement to develop the Developed Property in CFD No. 2015-2. If the levy of the Special Tax is repealed by initiative or any other action participated in by the owners of Parcels in CFD No. 2015-2, the City shall cease to levy the Special Tax and shall cease to be obligated to provide the Authorized Services for which the Special Tax was levied.

I. SEVERABILITY
The invalidity or unenforceability of any provisions of this Rate and Method of Apportionment of Special Tax shall not affect the validity or enforceability of any other provision of this Rate and Method of Apportionment of Special Tax, which shall remain in full force and effect.
56 STAFF REPORT

City of Oakley | 3231 Main Street, Oakley, CA 94561
O (925) 625-7000 | F (925) 625-9859 | www.oakleyca.gov
DATE: March 25, 2025
TO: Joshua McMurray, City Manager
FROM: Evan Gorman, Associate Planner
SUBJECT: Adoption of the Housing Element and SB 341 Annual Progress Reports (Report year 2024)
Summary
Every year the City Council is required to adopt an Annual Progress Report on the implementation of the Housing Element of the General Plan. In addition to that, the City creates an annual report compliant with SB 341, which requires annual reporting for housing successors to redevelopment agencies. The reports and resolution are then forwarded on to the State Office of Planning and Research (“OPR”) and the Department of Housing and Community Development (“HCD”) no later than April 1 of that year. The SB 341 report, which is included as an attachment to the Housing Element Annual Progress Report for the purpose of presenting it to the City Council, is separately submitted to HCD and posted on the City’s website.

Background and Analysis
The Housing Element Annual Progress Report for reporting year 2024 is included as Attachment 1 to this Staff Report. It includes information from that reporting year, such as new residential entitlements, issued building permits, and final inspections. It also includes numbers of deed restricted and non-deed restricted affordable units, and progress on implementation of Housing Element programs in the General Plan.

Consistency with the Oakley Strategic Plan 27+
Adoption of the Housing Element and SB 341 Annual Progress Reports is consistent with the Oakley Strategic Plan 27+. Under the Finance and Fiscal Responsibility Goal, the action will help to implement the Finance and Fiscal Responsibility objective of communicating on financial updates, particularly through the SB 341 report. The Housing Element Annual Progress Report assists the City in not only implementing the Housing Element, but also implementing the goals and objectives of the Community and Economic Development Goal of inspiring and encouraging thoughtful growth.

Fiscal Impact
There is no fiscal impact to the General Fund associated with this recommendation of adoption of the Housing Element and SB 341 Annual Progress Reports.

Approved and
Forwarded to the
City Council
57 STAFF REPORT
CITY HALL | 3231 Main Street, Oakley, CA 94561 2
O (925) 625-7000 | F (925) 625-9859 | www.oakleyca.gov
Staff Recommendation
Staff recommends that the City Council adopt the resolution approving the Housing Element Annual Progress Report including the SB 341 Report as an attachment (Reporting Year 2024).

Attachments

1. Housing Element Annual Progress Report with SB 341 Report as an Attachment (Reporting Year 2024)

2. Proposed Resolution
58 Jurisidiction Name
Reporting Calendar Year
First Name
Last Name
Title Click here to download APR Instructions
Email
Phone
Street Address
City
Zipcode
v_02_12_25
Click here to add rows to a table. If you add too many
rows, you may select a cell in the row you wish to
remove and type ctrl + d.
3231 Main Street
Oakley
94561
Evan
Gorman
Associate Planner
[email protected]
9256257160
Mailing Address
Please Start Here
General Information
2024
Oakley
Contact Information
Optional: Click here to import last year's data. This is best used when the workbook is new and empty. You
will be prompted to pick an old workbook to import
from. Project and program data will be copied exactly
how it was entered in last year's form and must be
updated. If a project is no longer has any reportable
activity, you may delete the project by selecting a cell in the row and typing ctrl + d.

Annual Progress Report 59
Jurisdiction Oakley
Reporting Year 2024
Housing Element Planning Period 6th Cycle
Current Year
Deed
Restricted
0 Non-Deed
Restricted
0 Deed
Restricted
0 Non-Deed
Restricted
0 Deed
Restricted
4 Non-Deed
Restricted
9 109
122
Units by Structure Type Entitled Permitted Completed
Single-family Attached 0 0 0
Single-family Detached 174 113 98
2 to 4 units per structure 0 0 0
5+ units per structure 8 0 170
Accessory Dwelling Unit 8 9 6
Mobile/Manufactured Home 0 0 0
Total 190 122 274
Infill Housing Developments and Infill Units Permitted # of Projects Units 117 117
5 5
20 17
11000
Income Rental Ownership Total
Very Low
000
Low
000
Moderate
000
Above Moderate
000
Total 0 0 0
Streamlining Provisions Used - Permitted Units # of Projects Units SB 9 (2021) - Duplex in SF Zone
00 SB 9 (2021) - Residential Lot Split
00 AB 2011 (2022)
00 SB 6 (2022)
00 SB 423 (2023)
00 Ministerial and Discretionary Applications # of Units Ministerial 19 15
Discretionary
12 Density Bonus Applications and Units Permitted
Number of Applications Submitted Requesting a Density Bonus 0 Number of Units in Applications Submitted Requesting a Density Bonus 0 Number of Projects Permitted with a Density Bonus
4 Number of Units in Projects Permitted with a Density Bonus 4 Housing Element Programs Implemented and Sites Rezoned Count 210
Total Housing Applications Submitted:

Number of Proposed Units in All Applications Received:

Total Housing Units Approved:

Total Housing Units Disapproved:

Total Units
Housing Applications Summary
Use of SB 423 Streamlining Provisions - Applications
Note: Units serving extremely low-income households are included in the very low-income Number of SB 423 Streamlining Applications
Above Moderate
Indicated as Infill
Not Indicated as Infill
Building Permits Issued by Affordability Summary
Income Level
Programs Implemented
Sites Rezoned to Accommodate the RHNA
(Jan. 1 - Dec. 31)
01/31/2023 - 01/31/2031
Units Constructed - SB 423 Streamlining Permits
Number of SB 423 Streamlining Applications Approved
Very Low
Low
Moderate
60 Jurisdiction Oakley ANNUAL ELEMENT PROGRESS REPORT Note: "+" indicates an optional field Reporting Year 2024
(Jan. 1 - Dec.
31) Housing Element Implementation
Planning
Period 6th Cycle 01/31/2023 - 01/31/2031
Date
Application
Submitted
Total
Approved
Units by
Project
Total
Disapproved
Units by
Project
Streamlining Application
Status Project Type Notes
2 3 4 6 7 8 9 11 12 13
Prior APN+ Current APN Street Address Project Name+
Local
Jurisdiction
Tracking ID
Unit Category
(SFA,SFD,2 to
4,5+,ADU,MH)
Tenure
R=Renter
O=Owner
Date
Application
Submitted
(see
instructions)
Very LowIncome
Deed
Restricted
Very LowIncome
Non Deed
Restricted
Low-Income
Deed
Restricted
Low-Income
Non Deed
Restricted
ModerateIncome Deed
Restricted
ModerateIncome Non
Deed
Restricted
Above
ModerateIncome
Total

PROPOSED
Units by
Project
Total

APPROVED
Units by
project
Total

DISAPPROVE
D Units by
Project
Please select
state
streamlining
provision/s the
application was
submitted
pursuant to.

Did the housing
development
application
seek incentives
or concessions
pursuant to
Government
Code section
65915?
Were
incentives or
concessions
requested
pursuant to
Government
Code section
65915
approved?
Please
indicate the
status of the
application.

Is the project
considered a
ministerial
project or
discretionary
project?
Notes+
Summary Row: Start Data Entry Below 0 0 0 0 0 15 2 17 11 0 033-052-003 115 Malicoat
Avenue
Sandoval Minor
Subdivision MS 23-
977
TPM 02-23
SFD O
3/4/2024
2 2 NONE No N/A Approved Discretionary
041-330-037 486 Quail Glen
Drive
486 Quail Glen Drive
Urbaln Lot Split TPM 05-24
SFD O
11/14/2024
0 SB 9 (2021) -
Residential Lot
Split
No N/A Approved Ministerial
034-290-099 3901 Rose
Avenue
3901 Rose Avenue
Urban Lot Split MS
24-979
TPM 04-24
SFD O
6/7/2024
0 SB 9 (2021) -
Residential Lot
Split
No N/A Approved Ministerial
035-190-017 4601 Rose
Avenue
4601 Rose Avenue
Urban Lot Split MS
24-978
TPM 03-24
SFD O
6/5/2024
0 SB 9 (2021) -
Residential Lot
Split
No N/A Approved Ministerial
033-090-019
87 Hill Avenue 87 Hill Avenue Urban
Lot Split MS 24-977 TPM 02-24
SFD O
6/5/2024
0 SB 9 (2021) -
Residential Lot
Split
No N/A Approved Ministerial
035-134-002 213 E RUBY ST 213 E RUBY ST BLD-2024-0455 ADU R 3/22/2024
1 1 1 NONE No N/A Approved Ministerial
034-460-002 168 COPPER

KNOLL WAY
168 COPPER
KNOWLL WAY BLD-2024-0501 ADU R3/29/2024
1 1 NONE No N/A Pending Ministerial
041-190-037 4768
LUCCHESI CT 4768 LUCCHESI CT BLD-2024-0720 ADU R5/6/2024 1 1 1 NONE No N/A Approved Ministerial
035-070-012 1065 W

CYPRESS RD
1065 W CYPRESS
RD BLD-2024-0792 ADU R5/20/2024
1 1 1 NONE No N/A Approved Ministerial
033-390-020 740

MAMMOUTH
CT
740 MAMMOUTH
CT BLD-2024-1038
ADU R
6/25/2024
1 1 1 NONE No N/A Approved Ministerial
034-160-119 4001

BLACKSMITH
CIR
4001 BLACKSMITH
CIR BLD-2024-1094
ADU R
7/3/2024
1 1 1 NONE No N/A Approved Ministerial
041-090-036 20 POCO LN 20 POCO LN BLD-2024-1119 ADU R
7/9/2024
1 1 1 NONE No N/A Approved Ministerial
035-351-015 983 ALMOND
DR 983 ALMOND DR BLD-2024-1133 ADU R7/11/2024
1 1 1 NONE No N/A Approved Ministerial
035-250-014 4208

NORTHWOOD
CT
4208 NORTHWOOD
CT BLD-2024-1308
ADU R
8/9/2024
1 1 NONE No N/A Pending Ministerial
037-460-040 1237 WALNUT

MEADOWS DR
1237 WALNUT
MEADOWS DR BLD-2024-1540
ADU R
9/17/2024
1 1 NONE No N/A Pending Ministerial
035-374-023 1913 SHERRY
CIR 1913 SHERRY CIR BLD-2024-1560 ADU R9/19/2024
1 1 NONE No N/A Pending Ministerial
035-113-014 202 W RUBY
ST 202 W RUBY ST BLD-2024-1612 ADU R9/26/2024
1 1 1 NONE No N/A Approved Ministerial
035-562-042 1380 PORT CT 1380 PORT CT BLD-2024-1879 ADU R 11/7/2024
1 1 1 NONE No N/A Approved Ministerial
033-052-017 110 DOUGLAS
RD 110 DOUGLAS RD BLD-2024-1991 ADU R12/2/2024
1 1 1 NONE No N/A Approved Ministerial
033-160-021 4130
MACHADO LN 4130 MACHADO LN BLD-2024-2006 ADU R12/3/2024 1 1 1 NONE No N/A Approved Ministerial
Table A
Cells in grey contain auto-calculation formulas
1 5
Project Identifier Unit Types Proposed Units - Affordability by Household Incomes Density Bonus Law Applications
10 Housing Development Applications Submitted
61 Jurisdiction Oakley ANNUAL ELEMENT PROGRESS REPORT
Reporting Year 2024
(Jan. 1 - Dec.
31) Housing Element Implementation Cells in grey contain auto-calculation formulas Planning
Period 6th Cycle 01/31/2023 - 01/31/2031
Table A2
Streamlining Infill
Housing without
Financial Assistance or
Deed Restrictions
Term of
Affordability or
Deed Restriction
Notes
2 3 5 6 8 9 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 Prior APN+ Current APN Street Address Project Name+
Local
Jurisdiction
Tracking ID
Unit Category
(SFA,SFD,2
to
4,5+,ADU,MH)
Tenure
R=Renter
O=Owner
Very LowIncome Deed
Restricted
Very LowIncome Non
Deed
Restricted
Low- Income
Deed
Restricted
Low- Income
Non Deed
Restricted
ModerateIncome
Deed
Restricted
ModerateIncome Non
Deed
Restricted
Above
ModerateIncome
Entitlement
Date
Approved
# of Units
issued
Entitlements
Very LowIncome
Deed
Restricted
Very LowIncome
Non Deed
Restricted
LowIncome
Deed
Restricted
LowIncome
Non Deed
Restricted
ModerateIncome
Deed
Restricted
ModerateIncome Non
Deed
Restricted
Above
ModerateIncome
Building
Permits Date
Issued
# of Units Issued
Building Permits
Very LowIncome
Deed
Restricted
Very LowIncome
Non Deed
Restricted
LowIncome
Deed
Restricted
LowIncome
Non Deed
Restricted
ModerateIncome
Deed
Restricted
ModerateIncome Non
Deed
Restricted
Above
ModerateIncome
Certificates of
Occupancy or
other forms of
readiness
(see instructions)
Date Issued
# of Units
issued
Certificates
of
Occupancy
or other
forms of
readiness
How many of
the units
were
Extremely
Low Income?
Please select
the state
streamlining
provision the
project was

APPROVED
pursuant to.
(may select
multiple)
Infill Units?
Y/N+
Assistance
Programs for Each
Development
(may select
multiple - see
instructions)
Deed Restriction
Type
(may select
multiple - see
instructions)
For units affordable
without financial
assistance or deed
restrictions, explain how
the locality determined the
units were affordable
(see instructions)
Term of Affordability
or Deed Restriction
(years) (if affordable
in perpetuity enter
1000)+
Number of
Demolished/Destro
yed Units
Demolished
or Destroyed
Units
Demolished/
Destroyed
Units
Owner or
Renter
Total Density Bonus
Applied to the Project
(Percentage Increase in
Total Allowable Units or
Total Maximum Allowable
Residential Gross Floor
Area)
Number of Other
Incentives,
Concessions,
Waivers, or Other
Modifications Given
to the Project
(Excluding Parking
Waivers or Parking
Reductions)
List the
incentives,
concessions,
waivers, and
modifications
(Excluding
Parking Waivers
or Parking
Modifications)
Did the project
receive a reduction
or waiver of parking
standards? (Y/N)
Notes+
Summary Row: Start Data Entry Below 0 0 0 0 0 8 182 190 0 0 0 0 4 9 109 122 0 0 16 0 4 156 98 274 0 0 033-052-003 115 Malicoat
Avenue
Sandoval Minor
Subdivision MS 23-
977
TPM 02-23 SFD O 2 6/4/2024
2 0 0 0 NONE Y
034-290-099
3901 Rose Avenue
3901 Rose Avenue
Urban Lot Split MS
24-979
TPM 04-24 SFD O 9/16/2024
0 0 0 0 SB 9 (2021) -
Residential Lot Split Y
035-190-017
4601 Rose Avenue
4601 Rose Avenue
Urban Lot Split MS
24-978
TPM 03-24 SFD O 10/22/2024
0 0 0 0 SB 9 (2021) -
Residential Lot Split Y
033-090-019
87 Hill Avenue
87 Hill Avenue
Urban Lot Split MS
24-977
TPM 02-24 SFD O 11/20/2024
0 0 0 0 SB 9 (2021) -
Residential Lot Split Y
035-134-002 213 E RUBY ST 213 E RUBY ST BLD-2024-0455 ADU R 1 10/15/2024 1 1 10/15/2024 1 0 0 NONE Y 041-190-037 4768 LUCCHESI
CT 4768 LUCCHESI CT BLD-2024-0720 ADU R 1 10/29/2024 1
1 10/29/2024 1 0 0 NONE Y
035-070-012 1065 W

CYPRESS RD
1065 W CYPRESS
RD BLD-2024-0792 ADU R 1 7/23/2024 1
1 7/23/2024 1 0 0 NONE Y
033-390-020 740 MAMMOUTH
CT
740 MAMMOUTH
CT BLD-2024-1038 ADU R 1 10/1/2024 1
1 10/1/2024 1 0 0 NONE Y
034-160-119 4001

BLACKSMITH CIR
4001 BLACKSMITH
CIR BLD-2024-1094 ADU R 1 10/1/2024 1
1 10/1/2024 1 0 0 NONE Y
041-090-036 20 POCO LN 20 POCO LN BLD-2024-1119 ADU R 1 10/7/2024 1 1 10/7/2024 1 0 0 NONE Y 035-113-014 202 W RUBY ST 202 W RUBY ST BLD-2024-1612 ADU R 1 11/19/2024 1 1 11/19/2024 1 1 11/19/2024 1 0 NONE Y 035-562-042 1380 PORT CT 1380 PORT CT BLD-2024-1879 ADU R 1 12/12/2024 1 1 12/12/2024 1 0 0 NONE Y 032-082-010 and
011
west side of Bethel
Island Road,
approximately 0.8
miles north of East
Cypress Road
Planning Area 6-H
(ECCSP) (TM 01-23) SFD O 89 4/2/2024
89 0 0 0 NONE Y
037-160-018 Journey Way Delta Pointe Plaza (CUP 04-23, DR 08- 23) 5+ O 8 4/2/2024 8
0 0 0 NONE Y
037-110-031 2092 Oakley Road The Village at 2092
(GPA 01-22, RZ 03-
22, FDP 02-22, TM
04-22, DR 07-22)
SFD O 83 2/6/2024
83 0 0 0 NONE Y
035-113-026 207 O'Hara
Avenue 207 O'Hara Avenue BLD-2023-1803 ADU R 0
1 6/25/2024 1 0 0 NONE Y
TBD 31 GRAPEVINE
CT
31 GRAPEVINE CT BLD-2023-1375 SFD O 0
1 4/8/2024 1 110/2/2024 1 0 NONE Y
TBD 41 GRAPEVINE
CT
41 GRAPEVINE CT BLD-2023-1376 SFD O 0
1 4/8/2024 1 110/2/2024 1 0 NONE Y
TBD 51 GRAPEVINE
CT
51 GRAPEVINE CT BLD-2023-1377 SFD O 0
1 4/8/2024 1 11/9/2025 1 0 NONE Y
TBD 60 GRAPEVINE
CT
60 GRAPEVINE CT BLD-2023-1378 SFD O 0
1 4/8/2024 1 112/23/2024 1 0 NONE Y
TBD 50 GRAPEVINE
CT
50 GRAPEVINE CT BLD-2023-1379 SFD O 0
1 4/8/2024 1 112/18/2024 1 0 NONE Y
TBD 40 GRAPEVINE
CT
40 GRAPEVINE CT BLD-2023-1380 SFD O 0
1 4/8/2024 1 11/21/2025 1 0 NONE Y
TBD 30 GRAPEVINE
CT
30 GRAPEVINE CT BLD-2023-1381 SFD O 0
1 4/8/2024 1 12/6/2025 1 0 NONE Y
TBD 217 EAGLE NEST
DR
217 EAGLE NEST
DR
BLD-2024-0085 SFD O 0
1 3/21/2024 1 12/21/2025 1 0 NONE Y
TBD 213 EAGLE NEST
DR
213 EAGLE NEST
DR
BLD-2024-0086 SFD O 0
1 3/21/2024 1 110/23/2024 1 0 NONE Y
TBD 209 EAGLE NEST
DR
209 EAGLE NEST
DR
BLD-2024-0087 SFD O 0
1 8/28/2024 1 112/27/2024 1 0 NONE Y
TBD 200 EAGLE NEST
DR
200 EAGLE NEST
DR
BLD-2024-0088 SFD O 0
1 7/26/2024 1 12/14/2025 1 0 NONE Y
TBD 204 EAGLE NEST
DR
204 EAGLE NEST
DR
BLD-2024-0089 SFD O 0
1 7/26/2024 1 112/18/2024 1 0 NONE Y
TBD 601 LUGANA LN 601 LUGANA LN BLD-2024-0181 SFD O 0 1 2/20/2024 1 1 7/2/2024 1 0 NONE Y TBD 605 LUGANA LN 605 LUGANA LN BLD-2024-0182 SFD O 0 1 2/20/2024 1 1 7/15/2024 1 0 NONE Y TBD 609 LUGANA LN 609 LUGANA LN BLD-2024-0183 SFD O 0 1 2/20/2024 1 1 7/9/2024 1 0 NONE Y 035-322-022
4921 TEAKWOOD
DR
4921 TEAKWOOD
DR
BLD-2024-0210
SFD R
0 1
4/25/2024
1 1
12/23/2024
1 0 NONE Y DB 55 0.0%
6 Development
Standards
Modification, Other
No
035-322-021
4911 TEAKWOOD
DR
4911 TEAKWOOD
DR
BLD-2024-0211
SFD R
0 1
4/25/2024
1 1
12/23/2024
1 0 NONE Y DB 55 0.0%
6 Development
Standards
Modification, Other
No
035-322-020
4901 TEAKWOOD
DR
4901 TEAKWOOD
DR
BLD-2024-0212
SFD R
0 1
4/25/2024
1 1
12/23/2024
1 0 NONE Y DB 55 0.0%
6 Development
Standards
Modification, Other
No
035-322-019
4891 TEAKWOOD
DR
4891 TEAKWOOD
DR
BLD-2024-0213
SFD R
0 1
4/25/2024
1 1
12/23/2024
1 0 NONE Y DB 55 0.0%
6 Development
Standards
Modification, Other
No
TBD 613 LUGANA LN 613 LUGANA LN BLD-2024-0368 SFD O 0 1 3/18/2024 1 1 7/15/2024 1 0 NONE Y TBD 617 LUGANA LN 617 LUGANA LN BLD-2024-0369 SFD O 0 1 3/18/2024 1 0 0 NONE Y TBD 621 LUGANA LN 621 LUGANA LN BLD-2024-0370 SFD O 0 1 3/18/2024 1 1 7/26/2024 1 0 NONE Y 041-080-045 2871 OAKLEY RD 2871 OAKLEY RD BLD-2024-0493 SFD O 0 1 4/3/2024 1 1 1/2/2025 1 0 NONE Y 041-080-046 2861 OAKLEY RD 2861 OAKLEY RD BLD-2024-0494 SFD O 0 1 4/3/2024 1 1 11/20/2024 1 0 NONE Y TBD 800 OLMO WAY 800 OLMO WAY BLD-2024-0518 SFD O 0 1 4/9/2024 1 1 8/8/2024 1 0 NONE N TBD 804 OLMO WAY 804 OLMO WAY BLD-2024-0519 SFD O 0 1 4/9/2024 1 1 8/8/2024 1 0 NONE N TBD 808 OLMO WAY 808 OLMO WAY BLD-2024-0520 SFD O 0 1 4/9/2024 1 0 0 NONE N TBD 812 OLMO WAY 812 OLMO WAY BLD-2024-0521 SFD O 0 1 4/9/2024 1 1 8/8/2024 1 0 NONE N TBD 816 OLMO WAY 816 OLMO WAY BLD-2024-0522 SFD O 0 1 4/9/2024 1 1 10/7/2024 1 0 NONE N TBD 625 LUGANA LN 625 LUGANA LN BLD-2024-0524 SFD O 0 1 4/9/2024 1 1 8/28/2024 1 0 NONE Y TBD 629 LUGANA LN 629 LUGANA LN BLD-2024-0525 SFD O 0 1 4/9/2024 1 1 9/4/2024 1 0 NONE Y TBD 633 LUGANA LN 633 LUGANA LN BLD-2024-0526 SFD O 0 1 4/9/2024 1 1 9/4/2024 1 0 NONE Y TBD 637 LUGANA LN 637 LUGANA LN BLD-2024-0563 SFD O 0 1 5/8/2024 1 1 12/13/2024 1 0 NONE Y TBD 641 LUGANA LN 641 LUGANA LN BLD-2024-0564 SFD O 0 1 5/8/2024 1 1 12/13/2024 1 0 NONE Y TBD 645 LUGANA LN 645 LUGANA LN BLD-2024-0565 SFD O 0 1 5/8/2024 1 1 12/19/2024 1 0 NONE Y TBD 649 LUGANA LN 649 LUGANA LN BLD-2024-0566 SFD O 0 1 5/8/2024 1 1 11/19/2024 1 0 NONE Y TBD 712 ROMANA
WAY
712 ROMANA WAY BLD-2024-0750 SFD O 0
1 6/19/2024 1 0 0 NONE Y
TBD 717 ROMANA
WAY
717 ROMANA WAY BLD-2024-0751 SFD O 0
1 6/19/2024 1 0 0 NONE Y
TBD 705 ROMANA
WAY
705 ROMANA WAY BLD-2024-0752 SFD O 0
1 6/19/2024 1 0 0 NONE Y
TBD 701 ROMANA
WAY
701 ROMANA WAY BLD-2024-0753 SFD O 0
1 6/19/2024 1 111/14/2024 1 0 NONE Y
TBD 709 ROMANA
WAY
709 ROMANA WAY BLD-2024-0754 SFD O 0
1 6/19/2024 1 12/26/2025 1 0 NONE Y
TBD 713 ROMANA
WAY
713 ROMANA WAY BLD-2024-0765 SFD O 0
1 6/19/2024 1 0 0 NONE Y
TBD 302 EAGLE NEST
DR
302 EAGLE NEST
DR
BLD-2024-0949 SFD O 0
1 12/11/2024 1 0 0 NONE Y
TBD 298 EAGLE NEST
DR
298 EAGLE NEST
DR
BLD-2024-0950 SFD O 0
1 12/11/2024 1 0 0 NONE Y
TBD 294 EAGLE NEST
DR
294 EAGLE NEST
DR
BLD-2024-0951 SFD O 0
1 12/11/2024 1 0 0 NONE Y
TBD 290 EAGLE NEST
DR
290 EAGLE NEST
DR
BLD-2024-0952 SFD O 0
1 12/11/2024 1 0 0 NONE Y
TBD 287 EAGLE NEST
DR
287 EAGLE NEST
DR
BLD-2024-0953 SFD O 0
1 12/11/2024 1 0 0 NONE Y
TBD 293 EAGLE NEST
DR
293 EAGLE NEST
DR
BLD-2024-0954 SFD O 0
1 12/11/2024 1 0 0 NONE Y
TBD 297 EAGLE NEST
DR
297 EAGLE NEST
DR
BLD-2024-0955 SFD O 0
1 12/11/2024 1 0 0 NONE Y
TBD 301 EAGLE NEST
DR
301 EAGLE NEST
DR
BLD-2024-0956 SFD O 0
1 12/11/2024 1 0 0 NONE Y
TBD 420 EAGLE CIR 420 EAGLE CIR BLD-2024-0973 SFD O 0 1 6/19/2024 1 0 0 NONE Y TBD 424 EAGLE CIR 424 EAGLE CIR BLD-2024-0974 SFD O 0 1 6/19/2024 1 0 0 NONE Y TBD 428 EAGLE CIR 428 EAGLE CIR BLD-2024-0975 SFD O 0 1 6/19/2024 1 0 0 NONE Y TBD 432 EAGLE CIR 432 EAGLE CIR BLD-2024-0976 SFD O 0 1 6/19/2024 1 0 0 NONE Y TBD 797 FALLEN LEAF
LN
797 FALLEN LEAF
LN
BLD-2024-0978 SFD O 0
1 6/19/2024 1 0 0 NONE Y
TBD 793 FALLEN LEAF
LN
793 FALLEN LEAF
LN
BLD-2024-0979 SFD O 0
1 6/19/2024 1 0 0 NONE Y
TBD 789 FALLEN LEAF
LN
789 FALLEN LEAF
LN
BLD-2024-0980 SFD O 0
1 6/19/2024 1 0 0 NONE Y
TBD 310 CHARLOTTE
ST
310 CHARLOTTE
ST
BLD-2024-1346 SFD O 0
1 8/29/2024 1 0 0 NONE Y
TBD 314 CHARLOTTE
ST
314 CHARLOTTE
ST
BLD-2024-1347 SFD O 0
1 8/29/2024 1 0 0 NONE Y
TBD 318 CHARLOTTE
ST
318 CHARLOTTE
ST
BLD-2024-1348 SFD O 0
1 8/29/2024 1 0 0 NONE Y
TBD 322 CHARLOTTE
ST
322 CHARLOTTE
ST
BLD-2024-1349 SFD O 0
1 8/29/2024 1 0 0 NONE Y
TBD 326 CHARLOTTE
ST
326 CHARLOTTE
ST
BLD-2024-1350 SFD O 0
1 8/29/2024 1 0 0 NONE Y
TBD 781 FALLEN LEAF
LN
781 FALLEN LEAF
LN
BLD-2024-1351 SFD O 0
1 8/29/2024 1 0 0 NONE Y
TBD 777 FALLEN LEAF
LN
777 FALLEN LEAF
LN
BLD-2024-1352 SFD O 0
1 8/29/2024 1 0 0 NONE Y
TBD 773 FALLEN LEAF
LN
773 FALLEN LEAF
LN
BLD-2024-1353 SFD O 0
1 8/29/2024 1 0 0 NONE Y
TBD 782 FALLEN LEAF
LN
782 FALLEN LEAF
LN
BLD-2024-1354 SFD O 0
1 8/29/2024 1 0 0 NONE Y
TBD 778 FALLEN LEAF
LN
778 FALLEN LEAF
LN
BLD-2024-1355 SFD O 0
1 8/29/2024 1 0 0 NONE Y
TBD 748 TEMESCAL
ST
748 TEMESCAL ST BLD-2024-1666 SFD O 0
1 11/25/2024 1 0 0 NONE Y
TBD 744 TEMESCAL
ST
744 TEMESCAL ST BLD-2024-1667 SFD O 0
1 11/25/2024 1 0 0 NONE Y
Note: "+" indicates an optional field
Housing with Financial
Assistance and/or Deed
Restrictions
Project Identifier Demolished/Destroyed Units
Annual Building Activity Report Summary - New Construction, Entitled, Permits and Completed Units Density Bonus
1 Unit Types Affordability by Household Incomes - Completed Entitlement Affordability by Household Incomes - Building Permits Affordability by Household Incomes - Certificates of Occupancy 4 7 10
Green and Yellow Cells are the result of HCD File Formatting Errors 62 Jurisdiction Oakley ANNUAL ELEMENT PROGRESS REPORT
Reporting Year 2024
(Jan. 1 - Dec.
31) Housing Element Implementation Cells in grey contain auto-calculation formulas Planning
Period 6th Cycle 01/31/2023 - 01/31/2031
Note: "+" indicates an optional field
TBD 740 TEMESCAL
ST
740 TEMESCAL ST BLD-2024-1668 SFD
O
0 1
11/25/2024
1 0 0 NONEY
TBD 747 TEMESCAL
ST
747 TEMESCAL ST BLD-2024-1669 SFD
O
0 1
11/25/2024
1 0 0 NONEY
TBD 743 TEMESCAL
ST
743 TEMESCAL ST BLD-2024-1670 SFD
O
0 1
11/25/2024
1 0 0 NONEY
TBD 739 TEMESCAL
ST
739 TEMESCAL ST BLD-2024-1671 SFD
O
0 1
11/25/2024
1 0 0 NONEY
TBD 764 TEMESCAL
ST
764 TEMESCAL ST BLD-2024-1673 SFD
O
0 1
10/10/2024
1 0 0 NONEY
TBD 760 TEMESCAL
ST
760 TEMESCAL ST BLD-2024-1674 SFD
O
0 1
10/10/2024
1 0 0 NONEY
TBD 756 TEMESCAL
ST
756 TEMESCAL ST BLD-2024-1675 SFD
O
0 1
10/10/2024
1 0 0 NONEY
TBD 752 TEMESCAL
ST
752 TEMESCAL ST BLD-2024-1676 SFD
O
0 1
10/10/2024
1 0 0 NONEY
TBD 553 EAGLE CIR 553 EAGLE CIR BLD-2024-1677 SFDO01 11/25/2024100 NONEY TBD 549 EAGLE CIR 549 EAGLE CIR BLD-2024-1678 SFDO01 11/25/2024100 NONEY TBD 545 EAGLE CIR 545 EAGLE CIR BLD-2024-1679 SFDO01 11/25/2024100 NONEY TBD 541 EAGLE CIR 541 EAGLE CIR BLD-2024-1680 SFDO01 11/25/2024100 NONEY TBD 537 EAGLE CIR 537 EAGLE CIR BLD-2024-1681 SFDO01 11/25/2024100 NONEY TBD 330 CHARLOTTE
ST
330 CHARLOTTE
ST
BLD-2024-1682 SFD
O
0 1
10/10/2024
1 0 0 NONEY
TBD 334 CHARLOTTE
ST
334 CHARLOTTE
ST
BLD-2024-1683 SFD
O
0 1
10/10/2024
1 0 0 NONEY
TBD 338 CHARLOTTE
ST
338 CHARLOTTE
ST
BLD-2024-1684 SFD
O
0 1
10/10/2024
1 0 0 NONEY
TBD 342 CHARLOTTE
ST
342 CHARLOTTE
ST
BLD-2024-1685 SFD
O
0 1
10/10/2024
1 0 0 NONEY
TBD 346 CHARLOTTE
ST
346 CHARLOTTE
ST
BLD-2024-1686 SFD
O
0 1
10/10/2024
1 0 0 NONEY
TBD 768 TEMESCAL
ST
768 TEMESCAL ST BLD-2024-1688 SFD
O
0 1
10/10/2024
1 0 0 NONEY
TBD 224 TERRACE DR 224 TERRACE DR BLD-2024-1890 SFDO01 11/20/2024100 NONEY TBD 228 TERRACE DR 228 TERRACE DR BLD-2024-1891 SFDO01 11/20/2024100 NONEY TBD 671 CHANNEL
CIR
671 CHANNEL CIR BLD-2024-1892 SFD
O
0 1
11/20/2024
1 0 0 NONEY
TBD 667 CHANNEL
CIR
667 CHANNEL CIR BLD-2024-1893 SFD
O
0 1
11/20/2024
1 0 0 NONEY
TBD 663 CHANNEL
CIR
663 CHANNEL CIR BLD-2024-1894 SFD
O
0 1
11/20/2024
1 0 0 NONEY
TBD 659 CHANNEL
CIR
659 CHANNEL CIR BLD-2024-1895 SFD
O
0 1
11/20/2024
1 0 0 NONEY
TBD 694 CASTLE ST 694 CASTLE ST BLD-2024-1948 SFDO01 12/4/2024100 NONEY TBD 698 CASTLE ST 698 CASTLE ST BLD-2024-1949 SFDO01 12/4/2024100 NONEY TBD 702 CASTLE ST 702 CASTLE ST BLD-2024-1950 SFDO01 12/4/2024100 NONEY TBD 505 JUNIPER LN 505 JUNIPER LN BLD-2024-1951 SFDO01 12/4/2024100 NONEY TBD 509 JUNIPER LN 509 JUNIPER LN BLD-2024-1952 SFDO01 12/4/2024100 NONEY TBD 513 JUNIPER LN 513 JUNIPER LN BLD-2024-1953 SFDO01 12/4/2024100 NONEY TBD 517 JUNIPER LN 517 JUNIPER LN BLD-2024-1954 SFDO01 12/4/2024100 NONEY TBD 672 CHANNEL
CIR
672 CHANNEL CIR BLD-2024-2018 SFD
O
0 1
12/18/2024
1 0 0 NONEY
TBD 655 CHANNEL
CIR
655 CHANNEL CIR BLD-2024-2019 SFD
O
0 1
12/18/2024
1 0 0 NONEY
TBD 651 CHANNEL
CIR
651 CHANNEL CIR BLD-2024-2020 SFD
O
0 1
12/18/2024
1 0 0 NONEY
TBD 660 CHANNEL
CIR
660 CHANNEL CIR BLD-2024-2021 SFD
O
0 1
12/18/2024
1 0 0 NONEY
TBD 664 CHANNEL
CIR
664 CHANNEL CIR BLD-2024-2022 SFD
O
0 1
12/18/2024
1 0 0 NONEY
TBD 668 CHANNEL
CIR
668 CHANNEL CIR BLD-2024-2023 SFD
O
0 1
12/18/2024
1 0 0 NONEY
TBD 637 CHANNEL
CIR
637 CHANNEL CIR BLD-2024-2027 SFD
O
0 1
12/18/2024
1 0 0 NONEY
TBD 641 CHANNEL
CIR
641 CHANNEL CIR BLD-2024-2028 SFD
O
0 1
12/18/2024
1 0 0 NONEY
TBD 645 CHANNEL
CIR
645 CHANNEL CIR BLD-2024-2029 SFD
O
0 1
12/18/2024
1 0 0 NONEY
TBD 649 CHANNEL
CIR
649 CHANNEL CIR BLD-2024-2030 SFD
O
0 1
12/18/2024
1 0 0 NONEY
TBD 652 CHANNEL
CIR
652 CHANNEL CIR BLD-2024-2031 SFD
O
0 1
12/18/2024
1 0 0 NONEY
TBD 656 CHANNEL
CIR
656 CHANNEL CIR BLD-2024-2032 SFD
O
0 1
12/18/2024
1 0 0 NONEY
041-110-044 30 W CYPRESS
PL
30 W CYPRESS PL BLD-2020-0544 SFD
O
0 01
3/28/2024 1 0 NONE
Y
TBD 504 GEMSTONE
WAY
504 GEMSTONE
WAY
BLD-2021-1909 SFD
O
0 01
1/9/2024 1 0 NONE
Y
TBD 508 GEMSTONE
WAY
508 GEMSTONE
WAY
BLD-2021-1910 SFD
O
0 01
1/22/2024 1 0 NONE
Y
TBD 134 GRANITE
WAY
134 GRANITE WAY BLD-2022-0337 SFD
O
0 01
2/15/2024 1 0 NONE
Y
TBD 138 GRANITE
WAY
138 GRANITE WAY BLD-2022-0348 SFD
O
0 01
2/15/2024 1 0 NONE
Y
TBD 5141 GRAPEVINE
LN
5141 GRAPEVINE
LN
BLD-2022-0642 SFD
O
0 01
1/9/2024 1 0 NONE
Y
TBD 5131 GRAPEVINE
LN
5131 GRAPEVINE
LN
BLD-2022-0643 SFD
O
0 01
5/13/2024 1 0 NONE
Y
TBD 5121 GRAPEVINE
LN
5121 GRAPEVINE
LN
BLD-2022-0644 SFD
O
0 01
5/23/2024 1 0 NONE
Y
TBD 5111 GRAPEVINE
LN
5111 GRAPEVINE
LN
BLD-2022-0645 SFD
O
0 01
4/10/2024 1 0 NONE
Y
TBD 5101 GRAPEVINE
LN
5101 GRAPEVINE
LN
BLD-2022-0646 SFD
O
0 01
5/8/2024 1 0 NONE
Y
032-590-004 313 ORSO WAY 313 ORSO WAY BLD-2022-0655 SFDO001 1/2/202410 NONEN 032-590-021 310 ORSO WAY 310 ORSO WAY BLD-2022-0656 SFDO001 1/2/202410 NONEN TBD 205 EAGLE NEST
DR
205 EAGLE NEST
DR
BLD-2022-0663 SFD
O
0 01
8/22/2024 1 0 NONE
Y
034-550-081 721 FRAZIER DR 721 FRAZIER DR BLD-2022-0696 SFDO001 1/17/202410 NONEY TBD 222 COLD CREEK
DR
222 COLD CREEK
DR
BLD-2022-0859 SFD
O
0 01
2/14/2024 1 0 NONE
Y
032-590-011 341 ORSO WAY 341 ORSO WAY BLD-2022-0985 SFDO001 1/3/202410 NONEY 032-590-012 345 ORSO WAY 345 ORSO WAY BLD-2022-0986 SFDO001 1/2/202410 NONEN 032-590-015 334 ORSO WAY 334 ORSO WAY BLD-2022-0989 SFDO001 1/3/202410 NONEN 041-080-043 2891 OAKLEY RD 2891 OAKLEY RD BLD-2022-2028 SFDO001 2/20/202410 NONEY TBD
845

HARDCASTLE

RANCH RD
845 HARDCASTLE

RANCH RD
BLD-2022-2257
SFDO
0 01
1/10/2024
1 0 NONEY
TBD
841

HARDCASTLE

RANCH RD
841 HARDCASTLE

RANCH RD
BLD-2022-2258
SFDO
0 01
1/11/2024
1 0 NONEY
TBD
837

HARDCASTLE

RANCH RD
837 HARDCASTLE

RANCH RD
BLD-2022-2259
SFDO
0 01
1/18/2024
1 0 NONEY
TBD 5150 GRAPEVINE
LN
5150 GRAPEVINE
LN
BLD-2022-2329 SFD
O
0 01
6/24/2024 1 0 NONE
Y
TBD 5140 GRAPEVINE
LN
5140 GRAPEVINE
LN
BLD-2022-2330 SFD
O
0 01
1/24/2024 1 0 NONE
Y
TBD 21 GRAPEVINE
CT
21 GRAPEVINE CT BLD-2022-2332 SFD
O
0 01
9/11/2024 1 0 NONE
Y
TBD 5151 GRAPEVINE
LN
5151 GRAPEVINE
LN
BLD-2022-2335 SFD
O
0 01
1/30/2024 1 0 NONE
Y
TBD 436 COOLCREST
DR
436 COOLCREST
DR
BLD-2022-2406 SFD
O
0 01
3/27/2024 1 0 NONE
Y
TBD 512 GEMSTONE
WAY
512 GEMSTONE
WAY
BLD-2022-2453 SFD
O
0 01
2/6/2024 1 0 NONE
Y
032-590-005 317 ORSO WAY 317 ORSO WAY BLD-2022-2465 SFDO001 1/2/202410 NONEN 041-080-049
2965

ALMONDWOOD
PL
2965

ALMONDWOOD PL
BLD-2023-0857
SFDO
0 01
4/10/2024
1 0 NONEY
TBD 161 MIRA VISTA
DR
161 MIRA VISTA DR BLD-2023-0930 SFD
O
0 01
3/20/2024 1 0 NONE
Y
TBD 157 MIRA VISTA
DR
157 MIRA VISTA DR BLD-2023-0931 SFD
O
0 01
6/13/2024 1 0 NONE
Y
TBD 158 MIRA VISTA
DR
158 MIRA VISTA DR BLD-2023-0935 SFD
O
0 01
3/15/2024 1 0 NONE
Y
TBD 162 MIRA VISTA
DR
162 MIRA VISTA DR BLD-2023-0936 SFD
O
0 01
1/25/2024 1 0 NONE
Y
TBD 406 LEDRO WAY 406 LEDRO WAY BLD-2023-1547 SFDO001 1/16/202410 NONEN TBD 402 LEDRO WAY 402 LEDRO WAY BLD-2023-1548 SFDO001 1/18/202410 NONEN TBD 398 LEDRO WAY 398 LEDRO WAY BLD-2023-1549 SFDO001 1/19/202410 NONEN TBD 394 LEDRO WAY 394 LEDRO WAY BLD-2023-1550 SFDO001 1/31/202410 NONEN TBD 5181 GRAPEVINE
LN
5181 GRAPEVINE
LN
BLD-2023-1568 SFD
O
0 01
8/13/2024 1 0 NONE
Y
TBD 5171 GRAPEVINE
LN
5171 GRAPEVINE
LN
BLD-2023-1569 SFD
O
0 01
8/28/2024 1 0 NONE
Y
TBD 5161 GRAPEVINE
LN
5161 GRAPEVINE
LN
BLD-2023-1570 SFD
O
0 01
11/27/2024 1 0 NONE
Y
TBD 274 EAGLE NEST
DR
274 EAGLE NEST
DR
BLD-2023-1571 SFD
O
0 01
4/30/2024 1 0 NONE
Y
TBD 270 EAGLE NEST
DR
270 EAGLE NEST
DR
BLD-2023-1572 SFD
O
0 01
3/27/2024 1 0 NONE
Y
TBD 266 EAGLE NEST
DR
266 EAGLE NEST
DR
BLD-2023-1573 SFD
O
0 01
4/22/2024 1 0 NONE
Y
TBD 271 EAGLE NEST
DR
271 EAGLE NEST
DR
BLD-2023-1575 SFD
O
0 01
6/24/2024 1 0 NONE
Y
032-590-048 501 PINO LN 501 PINO LN BLD-2023-1751 SFDO001 2/8/202410 NONEN 032-590-049 505 PINO LN 505 PINO LN BLD-2023-1752 SFDO001 2/12/202410 NONEN 032-590-050 509 PINO LN 509 PINO LN BLD-2023-1753 SFDO001 2/28/202410 NONEN 032-590-051 513 PINO LN 513 PINO LN BLD-2023-1754 SFDO
0 01 3/12/202410 NONEN
032-590-071 510 PINO LN 510 PINO LN BLD-2023-1756 SFDO
0 01 2/13/202410 NONEN
032-590-052 517 PINO LN 517 PINO LN BLD-2023-1888 SFDO001 3/5/202410 NONEN 032-590-053 521 PINO LN 521 PINO LN BLD-2023-1889 SFDO001 3/20/202410 NONEN 032-590-068 522 PINO LN 522 PINO LN BLD-2023-1890 SFDO001 3/15/202410 NONEN 032-590-069 518 PINO LN 518 PINO LN BLD-2023-1891 SFDO001 3/12/202410 NONEN 041-080-050
2955

ALMONDWOOD
PL
2955

ALMONDWOOD PL
BLD-2023-1989
SFDO
0 01
12/12/2024
1 0 NONEY
041-080-051
2953

ALMONDWOOD
PL
2953

ALMONDWOOD PL
BLD-2023-1990
SFDO
0 01
6/26/2024
1 0 NONEY
041-080-052
2951

ALMONDWOOD
PL
2951

ALMONDWOOD PL
BLD-2023-1991
SFDO
0 01
10/7/2024
1 0 NONEY
032-590-055 531 PINO LN 531 PINO LN BLD-2023-2002 SFDO001 4/2/202410 NONEN 032-590-066 526 PINO LN 526 PINO LN BLD-2023-2004 SFDO001 4/22/202410 NONEN 032-590-052 535 PINO LN 535 PINO LN BLD-2023-2202 SFDO001 4/25/202410 NONEN 032-590-051 539 PINO LN 539 PINO LN BLD-2023-2203 SFD
O001 5/1/202410 NONEN
Green and Yellow Cells are the result of HCD File Formatting Errors 63 Jurisdiction Oakley ANNUAL ELEMENT PROGRESS REPORT
Reporting Year 2024
(Jan. 1 - Dec.
31) Housing Element Implementation Cells in grey contain auto-calculation formulas Planning
Period 6th Cycle 01/31/2023 - 01/31/2031
Note: "+" indicates an optional field
032-590-071 538 PINO LN 538 PINO LN BLD-2023-2204 SFDO001 5/8/202410 NONEN 032-590-070 534 PINO LN 534 PINO LN BLD-2023-2205 SFDO001 5/6/202410 NONEN 032-590-050 543 PINO LN 543 PINO LN BLD-2023-2270 SFDO
0 01 5/20/202410 NONEN
032-590-048 551 PINO LN 551 PINO LN BLD-2023-2272 SFDO
0 01 5/22/202410 NONEN
032-590-056 555 PINO LN 555 PINO LN BLD-2023-2273 SFDO001 5/22/202410 NONEN 032-590-069 550 PINO LN 550 PINO LN BLD-2023-2274 SFDO001 7/2/202410 NONEN 032-590-068 546 PINO LN 546 PINO LN BLD-2023-2275 SFDO001 7/2/202410 NONEN 032-590-067 542 PINO LN 542 PINO LN BLD-2023-2276 SFDO001 6/14/202410 NONEN 041-280-021 10 Connie Lane 10 Connie Lane BLD-2022-2109 ADUR001 6/26/202410 NONEN 051-210-028 5301 Elm Lane 5301 Elm Lane BLD-2021-2457 5+R 0 0 16 154 2/14/2024 170 0 NONEY DB DB speaks to all 130 units being affordable 55 35.0%
1 Development
Standards
Modification
No
035-322-022
4891 TEAKWOOD
DR
4891 TEAKWOOD
DR BLD-2024-0578 ADU
R
0 1 4/24/202511 12/23/2024 1 0 NONEY DB 55 0.0%
6 Development
Standards
Modification, Other
No
035-322-021
4911 TEAKWOOD
DR
4911 TEAKWOOD
DR BLD-2024-0579 ADU
R
0 1 4/24/202511 12/24/2024 1 0 NONEY DB 55 0.0%
6 Development
Standards
Modification, Other
No
035-322-020
4901 TEAKWOOD
DR
4901 TEAKWOOD
DR BLD-2024-0580 ADU
R
0 1 4/24/202511 12/25/2024 1 0 NONEY DB 55 0.0%
6 Development
Standards
Modification, Other
No
035-322-022
4921 TEAKWOOD
DR
4921 TEAKWOOD
DR BLD-2024-0581 ADU
R
0 1 4/24/202511 12/26/2024 1 0 NONEY DB 55 0.0%
6 Development
Standards
Modification, Other
No
0 00
0 00
0 00
0 00
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Green and Yellow Cells are the result of HCD File Formatting Errors 64 Jurisdiction Oakley ANNUAL ELEMENT PROGRESS REPORT
Reporting Year 2024 (Jan. 1 - Dec. 31) Housing Element Implementation Planning Period 6th Cycle 01/31/2023 - 01/31/2031
1 Projection
Period 3 4
RHNA Allocation
by Income Level
Projection
Period -
06/30/2022-
01/30/2023
2023 2024 2025 2026 2027 2028 2029 2030 2031
Total Units to
Date (all
years)
Total Remaining
RHNA by
Income Level
Deed Restricted - - - - - - - - - -
Non-Deed Restricted - - - - - - - - - -
Deed Restricted - - - - - - - - - -
Non-Deed Restricted - - - - - - - - - -
Deed Restricted - - - - - - - - - -
Non-Deed Restricted 4 6 13 - - - - - - -
Above Moderate 446 163 92 109 - - - - - - - 364 82
1,058
167 98 122 - - - - - - - 387 671
5 6 7
Extremely lowIncome Need 2023 2024 2025 2026 2027 2028 2029 2030 2031 Total Units to Date
Total Units
Remaining
140 - - - - - - - - - - 140
161
Total RHNA
Total Units
Income Level
Very Low
Low
Extremely Low-Income Units*
Progress toward extremely low-income housing need, as determined pursuant to Government Code 65583(a)(1). 149
-
This table is auto-populated once you enter your jurisdiction name and current year data. Past year information comes from previous APRs. 23 Moderate
279
161
172
Please contact HCD if your data is different than the material supplied here -
2 Table B
Regional Housing Needs Allocation Progress
Permitted Units Issued by Affordability
279
65 Jurisdiction Oakley ANNUAL ELEMENT PROGRESS REPORT
Reporting Year 2024 (Jan. 1 - Dec. 31) Housing Element Implementation Planning Period 6th Cycle 01/31/2023 - 01/31/2031
Date of
Rezone Rezone Type
2 4 5 6 7 9 10 11
APN Street Address Project Name+
Local
Jurisdiction
Tracking ID+
Date of
Rezone
Very LowIncome Low-Income ModerateIncome
Above
ModerateIncome
Rezone Type Parcel Size
(Acres)
General Plan
Designation Zoning
Minimum
Density
Allowed
Maximum
Density
Allowed
Realistic
Capacity Vacant/Nonvacant Description of Existing Uses
Note: "+" indicates an optional field
Cells in grey contain auto-calculation formulas
Summary Row: Start Data Entry Below
3 8
Project Identifier RHNA Shortfall by Household Income Category Sites Description 1 Sites Identified or Rezoned to Accommodate Shortfall Housing Need and No Net-Loss Law Table C
Intentionally Blank 66
Jurisdiction Oakley
Reporting Year 2024 (Jan. 1 - Dec. 31)
1 2 3 4
Name of Program Objective Timeframe in H.E Status of Program Implementation

1.1 REZONE ADEQUATE

SITES TO MEET

REMAINING RHNA NEED
Provision of Adequate Sites to
accommodate remaining RHNA need of
434 lower income units.

Before January 21, 2026
The Planning Division is working with a consultant to work on the Rezoning process. As part of this process staff is working on identifying appropriate sites to comply with the policy requirements. Staff will present the rezone to the Planning Commission and Council Review for review in mid 2025.

1.2 MAINTAIN AN

INVENTORY OF

AVAILABLE

LAND RESOURCES
Inventory of Available Land Resources
Ongoing, update inventory
as development projects
are approved
The City has developed a map of vacant and underutilized parcels. The list includes both vacant parcels and parcels that have infill potential. The City is working to update the map following rezoning and is also in the process of integrating interactive GIS data that will be available to the public.

1.3 ENCOURAGE

DEVELOPMENT OF NEW

AFFORDABLE RENTAL

HOUSING
Offer regulatory and financial incentives
to affordable developments.

Distribute news blast to
affordable housing
developers within three
months
of implementing Action

1.1. Provide ongoing
support to affordable
housing
developers as projects are
proposed.

The City is exploring regulatory and financial incentives to implement. The City expects to notify affordable housing developers following the completion of Program 1.1.

1.4 PROMOTE

ACCESSORY DWELLING
UNITS
The City shall facilitate the
construction of new accessory dwelling
units by promoting the Pre-Approved
ADU Program including the ADU How-toGuide for Oakley residents, homeowners, and contractors made
available on the City website.

Ongoing, monitor
legislative changes
annually and update
ordinance within
the timeframe required by
new legislation. Republish newsletter article
and
highlight on City website
main page by June 2023
and annually thereafter.

The City has posted multiple articles in City emailed and printed newsletters highlighting the relative ease associated with obtaining an ADU permit. The ADU webpage for the City has been updated so it's easier to use and understand. The City continues to monitor changes in state law. The City of Oakley received a one time grant of $85,000 for the development of ADU's, An additional $50,000 was awarded for the development/refinement of pre-approved ADU plans. https://www.oakleyca.gov/235/How-to-Build-an-ADU

1.5 OBJECTIVE

STANDARDS
The City shall prepare and adopt
objective development and design
standards for residential and mixed-use
development to facilitate housing
production by providing clarity and
certainty for applicants proposing
residential development in the City.
12/1/2023 The City is actively working on development objective standards and will be complete in the later half of 2025.

1.6 DENSITY BONUS

ORDINANCE
Implement Density Bonus Ordinance in
compliance with State law
Update Density Bonus
Ordinance by January 31,
2024. Review State density
bonus law annually and
amend ordinance within
the timeframe required by
new legislation as
necessary to maintain
compliance with State law
On November 14, 2023 the City of Oakley amended the Density Bonus Ordinance to comply with State law. Potential minor modifications in June 2025. https://www.codepublishing.com/CA/Oakley/#!/Oakley09/Oakley091.html#9.1.412

1.7 MONITOR

DEVELOPMENT FEES
The City shall continue to monitor
required development fees including inlieu fees, development impact fees, and processing fees, with the aim of
reducing constraints on the
development of affordable housing.

Annually.

The City's Planning Division anticipates evaluating constraints on affordable development caused by fees in 2025 when a full year has elapsed since the housing element was approved.

1.8 AMENDMENTS TO THE

DOWNTOWN SPECIFIC
PLAN
Accelerate housing production in the
downtown by providing clarity and
transparency in the application of
development standards
12/1/2024
The Planning Division is exploring by-right density for the downtown and objective design standards. Objective Design Standards will be complete in the later half of 2025.

ANNUAL ELEMENT PROGRESS REPORT
Housing Element Implementation
Housing Programs Progress Report
Describe progress of all programs including local efforts to remove governmental constraints to the maintenance, improvement, and development of housing as identified in the housing element.

Table D
Program Implementation Status pursuant to GC Section 65583 67 2.1 REHABILITATION OF

EXISTING HOUSING
UNITS
The City shall encourage the
rehabilitation of existing housing units
by providing information on programs
available to assist in housing
rehabilitation.

Update City website by
December 2024
The City's Planning Division is working to update the City's website with rehabilitation information by May 2025.

2.2 CODE ENFORCEMENT
Within current staffing limits, the City
will continue to implement the Property
Maintenance Program and Residential
Rental Inspection Program to enforce
the City’s
Building Code to address code
violations that affect single-family and
multi-family housing units.

Ongoing
Under the Building Division, with the assistance of Code Enforcement the City has a Residential Rental Inspection Program in place that requires property owners with rental properties in Oakley to register their rental each calendar year by January 31st. The property owner completes an affidavit confirming status of the property and pays the $108 registration fee. The program includes one exterior drive-by inspection of the property to confirm compliance with all applicable City of Oakley Municipal Codes but primarily those included in Title VI, Chapter 4: Neighborhood Preservation. Owners are provided with a selfinspection checklist in preparation of the inspection. Code Enforcement along with the Building Division works together to address complaints for substandard housing. In addition, the Chief Building Official is working on new policy and procedures related to the new requirements effective January 2025 regarding how substandard housing complaints are addressed for single-family and multi-family units. The Code Enforcement division has identified multiple examples of substandard housing and have encouraged the associated successful application for permits.

2.3 DOWNTOWNSPECIFIC INVESTMENT

PROGRAM
Provide adequate infrastructure and
encourage revitalization of Downtown
Oakley to improve pedestrian safety and
expand access to transit, services, and
amenities to residents living in low
resource neighborhoods in and around
Downtown.

Initiate sidewalk repair
and replacement projects
in Spring 2023.

Begin demolition of
Sheriff’s Substation for
new library facility in
Spring/Summer 2023.

Release Request for
Proposals (RFPs) for
Architectural Design and
Economic Analysis for
new library facility in
Summer 2023.

Initiate Downtown storm
drain improvement project
in Summer 2023.

Initiate street resurfacing
and repair in Summer
2023.

The City has been actively working/engaging with local small businesses and property owners in Downtown Oakley. In alignment with the policy you mentioned, the City has secured specific funding through the ARPA to support the beautification of downtown. The program brochure outlines how it is designed to stimulate and promote private investment, enhance safety, and create opportunities for local ventures. The City will continue to invest in infrastructure and capital improvements in Downtown Oakley (e.g., storm drain, sidewalks, crosswalks, lighting, parking, future Amtrak station, and library facility) to improve safety, expand transit access, create new amenities, and encourage new private investment in and around Downtown that increases access to opportunity for low resource neighborhoods in Oakley.The City's CIP 205 and 215 project constructed the parking lot north of Main Street in preparation of the Amtrak platform to be constructed 2025. Initiate sidewalk repair and replacement projects in Spring 2023. Done Begin demolition of Sheriff’s Substation for new library facility in Spring/Summer 2023. Done Release Request for Proposals (RFPs) for Architectural Design and Economic Analysis for new library facility in Summer 2023. Done Initiate Downtown storm drain improvement project in Summer 2023. Done Initiate street resurfacing and repair in Summer 2023. DoneThe City also offers citywide programs that business owners can utilize as resources including resources at https://www.opportunityoakley.com/

2.4 MONITOR ASSISTED

HOUSING UNITS
The City will continue to
maintain a database of assisted housing
units and regularly monitor assisted
housing units to ensure compliance
with affordability requirements.

Annual monitoring
Ongoing. The City has not identified any assisted housing units at-risk of converting to market-rate in the 10 years from the start of the planning period.

However, the City will continue to maintain a database of assisted housing units and regularly monitor assisted housing units to ensure compliance with affordability requirements. The City shall require projects that received government funding and/or were granted a density bonus to provide at least three years notice prior to the conversion of any deed-restricted affordable rental units to market rate. Annual reports, which are submitted by owners and managers of affordable units, will be reviewed to ensure that all deed restrictions and agreements are in compliance.

3.1 INCREASE ACCESS

TO HOMEOWNERSHIP
To increase access to homeownership
for very low-, low-, and moderateincome households, the City will support homeownership programs
carried out by non-profit
housing corporations through provision
of land, financial assistance, and/or
technical
assistance, as feasible.
2023 and ongoing
The City Planning Division has published homeownership resources online including county programs and non-profit programs
https://www.oakleyca.gov/287/Housing

3.2 PROMOTE FAIR

HOUSING
The City will acquire and maintain fair
housing materials to educate the
community on a variety of fair housing
issues. The City will provide flyers and
brochures in English and other
languages that are available from the
California Department of Fair
Housing and Employment and the
federal Office of Fair Housing and Equal
Opportunity, as appropriate, that
highlight the provisions of federal and
state fair housing laws.

Contact State agencies to
secure informational
materials by November
2023 and distribute
materials by June 2024
and annually thereafter
The Oakley Planning Division created a Fair Housing flyer in both English and Spanish that has been posted online and shared at City public events, and posted and shared at City Hall. https://www.oakleyca.gov/287/Housing 68 3.3 HOUSING CHOICE

VOUCHER PROGRAM
The City shall continue to support the
Housing Authority of Contra Costa
County in its continuing administration
of the Housing Choice Voucher (HCV)
Program to assist very
low-income Oakley households.

Initiate collaboration with
the Housing Authority in
2025; ongoing
The Oakley Planning Division expects to continue this work in 2025.

3.4 HOUSING FOR

EXTREMELY-LOW
INCOME

HOUSEHOLDS AND

SPECIAL NEEDS GROUPS
The City shall encourage the
development of housing units for
extremely low-income households
(earning 30 percent or less of the
median income for Contra Costa
County) and for households with
special housing needs, including
persons with disabilities and
developmental disabilities,
farmworkers, and persons/families
experiencing or at-risk of
homelessness.

Outreach to developers of
special needs housing in
2024 and bi-annually
thereafter; ongoing
support of development
projects
The Oakley Planning Division expects to reach out to developers of special needs housing in 2025. The Oakley Planning Division has engaged the Contra Costa County Housing Authority for more information on developers.

3.5 REASONABLE

ACCOMMODATION

PROCEDURES
To accommodate the housing needs of
persons with disabilities and provide a
streamlined permit review process, the
City shall prepare and adopt a
reasonable accommodation ordinance.

Adopt reasonable
accommodation ordinance
by June 2025
The City is on track to adopt a reasonable accommodation ordinance by June 2025.

3.6 ZONING

AMENDMENTS FOR

SPECIAL NEEDS

HOUSING
The City shall amend the Zoning Code
to ensure compliance with State law
and encourage special needs housing.

Within one year of
Housing Element adoption The City of Oakley Planning Division expects to complete this work June 2025.

3.7 ADEQUATE

EMERGENCY SHELTER
SITES
The City currently (2023) allows
emergency shelters as a by-right
permitted use on theThe City currently
(2023) allows emergency shelters as a
by-right permitted use on the Civic
Center site within the Downtown
Specific Plan. The City shall identify an
additional zoning district where
emergency shelters will be allowed as a
by-right, permitted use. The zoning
district shall be a residential zoning
district and shall have adequate
available sites (e.g., vacant site or
building that can be converted to a
shelter) with capacity to accommodate
at least 50 beds of emergency shelter.

Emergency shelters shall be permitted
consistent with the requirements of
Government Code Section 65583.

January of 2024 The Oakley Planning Division has worked on finding the appropriate zone, and expects to complete this work June 2025.

3.8 INCREASE CAPACITY

FOR CIVIC ENGAGEMENT
The City shall work to increase capacity
for civic engagement with an emphasis
on building capacity among historically
underrepresented populations. This
shall include conducting targeted
outreach to affordable housing building
leaders on opportunities for civic
engagement; considering reinitiating
the Oakley Leadership Academy to
develop civic leadership, and to build a
stronger community through wellinformed and engaged residents; and continuing to engage with and support
the Oakley Youth Advisory Council
(OYAC), which is open to youth that live
in Oakley or attend school in Oakley
between 6th and 12th grade, to build
capacity for civic participation and raise
awareness of opportunities to
participate in City events.

Conduct targeted outreach
to affordable housing
building leaders quarterly
starting in 2023. Work with
the OYAC in 2023 to
identify ways to reach
underserved and
underrepresented
populations in planning
processes such as the
General Plan and Housing
Element. Consider
initiating Leadership
Academy in 2024.

The City of Oakley reinitiated the Leadership Academy for the first time since COVID last spring (2024). This year the Leadership Academy will be held in the Fall. The Planning Division will make a presentation at one of the sessions alongside CDD. The Planning Division expects to further engage with the OYAC to work on the items identified by the objective.

3.9 TENANTS’ RIGHTS

INFORMATION
The City will partner with fair housing
organizations to ensure that resident
have information about the California
Tenant Protection Act of 2019 (AB 1482).

Develop print and online educational
materials and make materials
availability at City facilities, on the
City’s website, and at apartment
complexes throughout the City.
1/1/2025
The Oakley Planning Division created a Tenants Rights Information flyer that has been posted online and shared at City public events, and posted and shared at City Hall. https://www.oakleyca.gov/287/Housing
69 Jurisdiction Oakley ANNUAL ELEMENT PROGRESS REPORT
Reporting
Period 2024
(Jan. 1 - Dec.
31) Housing Element Implementation
Planning 6th Cycle 01/31/2023 - 01/31/2031
Description of
Commercial
Development Bonus
Commercial Development Bonus
Date Approved
3 4
APN Street Address Project Name+
Local
Jurisdiction
Tracking ID+
Very Low
Income
Low
Income
Moderate
Income
Above Moderate
Income
Description of
Commercial
Development Bonus
Commercial Development Bonus
Date Approved
Summary Row: Start Data Entry Below
Units Constructed as Part of Agreement
Commercial Development Bonus Approved pursuant to GC Section 65915.7 Table E
Note: "+" indicates an optional field
Project Identifier
1 2
Cells in grey contain auto-calculation
formulas
(CCR Title 25 §6202)
Annual Progress Report Intentionally Blank 70
Jurisdiction Oakley ANNUAL ELEMENT PROGRESS REPORT Note: "+" indicates an optional field Reporting Period 2024
(Jan. 1 - Dec.
31) Housing Element Implementation Cells in grey contain auto-calculation formulas Planning Period 6th Cycle 01/31/2023 - 01/31/2031
The description should adequately document
how each unit complies with subsection (c)
of Government Code Section 65583.1+.

For detailed reporting requirements, see the
chcklist here:

Extremely LowIncome+
Very LowIncome+ Low-Income+ TOTAL UNITS+Extremely LowIncome+Very LowIncome+ Low-Income+TOTAL UNITS+
https://www.hcd.ca.gov/communitydevelopment/docs/adequate-sites-checklist.pdf Rehabilitation Activity
Preservation of Units At-Risk
Acquisition of Units
Mobilehome Park Preservation
Total Units by Income
Table F
Please note this table is optional: The jurisdiction can use this table to report units that have been substantially rehabilitated, converted from non-affordable to affordable by acquisition, and preserved, including mobilehome park preservation, consistent with the standards set forth in Government Code section 65583.1, subdivision (c). Please note, motel, hotel, hostel rooms or other structures that are converted from non-residential to residential units pursuant to Government Code section 65583.1(c)(1)(D) are considered net-new housing units and must be reported in Table A2 and not reported in Table F.

Activity Type
Units that Do Not Count Towards RHNA+
Listed for Informational Purposes Only
Units that Count Towards RHNA +
Note - Because the statutory requirements severely limit what can be counted, please contact HCD at [email protected] and we will unlock the form which enable you to populate these fields.

Units Rehabilitated, Preserved and Acquired for Alternative Adequate Sites pursuant to Government Code section 65583.1(c) Annual Progress Report Intentionally Blank 71
Jurisdiction Oakley ANNUAL ELEMENT PROGRESS REPORT
Note: "+" indicates an
optional field
Reporting
Period 2024 (Jan. 1 - Dec. 31) Housing Element Implementation Cells in grey contain auto-calculation formulas Planning
Period 6th Cycle 01/31/2023 - 01/31/2031
Notes
2 3 6
Prior APN+ Current APN Street Address Project Name+
Local
Jurisdiction
Tracking ID
Unit
Category
(2 to 4,5+)
Tenure
R=Renter
Very LowIncome Deed
Restricted
Very LowIncome
Non Deed
Restricted
Low- Income Deed
Restricted
Low- Income
Non Deed
Restricted
ModerateIncome Deed
Restricted
ModerateIncome Non
Deed
Restricted
Above
ModerateIncome
Total Moderate Income
Units Converted from
Above Moderate
Date
Converted Notes
Summary Row: Start Data Entry Below 0 0 0 0 0 0 0 0
Table F2
Above Moderate Income Units Converted to Moderate Income Pursuant to Government Code section 65400.2 For up to 25 percent of a jurisdiction’s moderate-income regional housing need allocation, the planning agency may include the number of units in an existing multifamily building that were converted to deed-restricted rental housing for moderate-income households by the imposition of affordability covenants and restrictions for the unit. Before adding information to this table, please ensure housing developments meet the requirements described in Government Code 65400.2(b). 5 Project Identifier Unit Types
1 4
Affordability by Household Incomes After Conversion Units credited toward Moderate Income RHNA
Intentionally Blank 72
Jurisdiction Oakley
Reporting
Period 2024
(Jan. 1 - Dec.
31)
Period 6th Cycle 01/31/2023 - 01/31/2031 ANNUAL ELEMENT PROGRESS REPORT Housing Element Implementation
2 3 4
APN Street Address Project Name+
Local
Jurisdiction
Tracking ID+
Realistic
Capacity
Identified in the
Housing
Element
Entity to whom the site
transferred Intended Use for Site
1 Summary Row: Start Data Entry Below
Note: "+" indicates an optional field
Cells in grey contain auto-calculation formulas
Table G
Locally Owned Lands Included in the Housing Element Sites Inventory that have been sold, leased, or otherwise disposed of Project Identifier
NOTE: This table must only be filled out if the housing element sites inventory contains a site which is or was owned by the reporting jurisdiction, and has been sold, leased, or otherwise disposed of during the reporting
Intentionally Blank 73
Jurisdiction Oakley Note: "+" indicates an optional field Reporting
Period 2024
(Jan. 1 - Dec.
31)
Cells in grey contain auto-calculation
formulas
Designation Size Notes
1 2 3 4 5 6 7
APN Street Address/Intersection Existing Use Number of
Units
Surplus
Designation
Parcel Size (in
acres) Notes
034-040-028 Neroly Road Vacant Surplus Land 3.98
037-050-013 1033 Main Street Vacant Surplus Land 0.568
033-302-026 95 Laurel Road Vacant Surplus Land 1 Deeded to City for Child Care use 035-181-005 3960 Main Street Vacant Surplus Land 0.569
035-181-004 3960 Main Street Vacant Surplus Land 0.02
037-150-030 2950 Main Street Vacant Surplus Land 0.32
037-150-026 2990 Main Street Vacant Surplus Land 0.91
035-131-003 220 O’Hara Ave Vacant Surplus Land 0.62
035-131-002 215 Second Street
Improved with
old Fire
Station, last
used as the
Oakley Senior
Center
Surplus Land 0.62
NOTE: This table must contain an invenory of
ALL surplus/excess lands the reporting
jurisdiction owns
Summary Row: Start Data Entry Below
Parcel Identifier

ANNUAL ELEMENT PROGRESS REPORT
Housing Element Implementation
Table H
Locally Owned Surplus Sites
For Contra Costa County jurisdictions, please format the APN's as follows:999-999-999-9 74 Jurisdiction Oakley ANNUAL ELEMENT PROGRESS REPORT
Reporting
Period 2024
(Jan. 1 - Dec.
31) Housing Element Implementation
Planning
Period 6th Cycle 01/31/2023 - 01/31/2031
Project Type Date
Units
(Beds/Student
Capacity) Granted
Notes
2 3 5 6
APN Street Address Project Name+
Local
Jurisdiction
Tracking ID+
Unit Category
(SH - Student
Housing)
Date
Very LowIncome Deed
Restricted
Very LowIncome Non
Deed
Restricted
Low- Income
Deed
Restricted
Low- Income
Non Deed
Restricted
ModerateIncome Deed
Restricted
ModerateIncome Non
Deed
Restricted
Above
ModerateIncome
Total Additional
Beds Created Due
to Density Bonus
Notes
Summary Row: Start Data Entry Below
Note: "+" indicates an optional field
Cells in grey contain auto-calculation formulas
Table J
Student housing development for lower income students for which was granted a density bonus pursuant to subparagraph (F) of paragraph (1) of subdivision (b) of Section 65915 Project Identifier Units (Beds/Student Capacity) Approved 1 4
NOTE: STUDENT HOUSING WITH DENSITY BONUS
ONLY. This table only needs to be completed if there
were student housing projects WITH a density bonus
approved pursuant to Government Code65915(b)(1)(F)
Annual Progress Report
Intentionally Blank
75 Jurisdiction Oakley ANNUAL ELEMENT PROGRESS REPORT
Reporting Period 2024 (Jan. 1 - Dec. 31)
Planning Period 6th Cycle 01/31/2023 - 01/31/2031
No
Does the Jurisdiction have a local tenant preference policy? If the jurisdiction has a local tenant preference policy, provide a link to the jurisdiction's webpage containing authorizing local ordinance and supporting materials.

Notes
Table K
Tenant Preference Policy
Local governments are required to inform HCD about any local tenant preference ordinance the local government maintains when the jurisdiction submits their annual progress report on housing approvals and production, per Government Code 7061 (SB 649, 2022, Cortese). Effective January 1, 2023, local governments adopting a tenant preference are required to create a webpage on their internet website containing authorizing local ordinance and supporting materials, no more than 90 days after the ordinance becomes operational.

Intentionally Blank 76
Jurisdiction Oakley
Reporting Year 2024 (Jan. 1 - Dec. 31)
Total Award Amount Total award amount is auto-populated based on amounts entered in rows 15-26.

Task $ Amount Awarded $ Cumulative Reimbursement Requested Other Funding Notes
Summary of entitlements, building permits, and certificates of occupancy (auto-populated from Table A2) Current Year
Deed Restricted 0
Non-Deed Restricted 0
Deed Restricted 0
Non-Deed Restricted 0
Deed Restricted 0
Non-Deed Restricted 8
182
190
Current Year
Deed Restricted 0
Non-Deed Restricted 0
Deed Restricted 0
Non-Deed Restricted 0
Deed Restricted 0
Non-Deed Restricted 13
109
122
Current Year
Deed Restricted 0
Non-Deed Restricted 0
Deed Restricted 16
Non-Deed Restricted 0
Deed Restricted 4
Non-Deed Restricted 156
98 274
Moderate
Above Moderate
Total Units
Completed Entitlement Issued by Affordability Summary
Income Level
Very Low
Low
Moderate
Above Moderate
Total Units
Building Permits Issued by Affordability Summary
Income Level
Very Low
Low
Total Units
Certificate of Occupancy Issued by Affordability Summary Income Level
Very Low
Low
Moderate
Above Moderate

ANNUAL ELEMENT PROGRESS REPORT
Local Early Action Planning (LEAP) Reporting
(CCR Title 25 §6202)
Please update the status of the proposed uses listed in the entity’s application for funding and the corresponding impact on housing within the region or jurisdiction, as applicable, categorized based on the eligible uses specified in Section 50515.02 or 50515.03, as applicable. $ -
Task Status
77 Oakley Housing Fund
SB 341 Annual Reporting Requirements for Housing Successors to Redevelopment Agencies
For Fiscal Year Ended June 30, 2024

1. Amounts Deposited into the Low & Moderate Housing Asset Fund, distinguishing any amounts deposited for items listed on the Recognized Obligation Payment Schedule (ROPS) from other amounts deposited.
a. ROPS Schedule Funding $0
b. Loan Payments Received $6.069
c. Interest Earnings on Cash Balances $37,458
Total Deposits $43,526

2. A statement of the balance in the fund as of the close of the fiscal year, distinguishing any amounts held for items listed on the ROPS from other amounts:
a. Cash $418,852
b. Restricted for Current Payables $0
c. Available Cash Balance $418,852

3. Description of the expenditures from the fund by category, including, but not limited to, expenditures (A) for monitoring and preserving the long‐term affordability of units subject to affordability restrictions or covenants entered into by the redevelopment agency or the housing successor and administering the activities described in paragraphs (2) and (3) of subdivision (a), (B) for homeless prevention and rapid rehousing services for the development of housing described in paragraph (2) of subdivision (a), and (C) for the development of housing pursuant to paragraph (3) of subdivision (a).
a. Monitoring and Preserving LT
Affordability of Units
$3,419
b. Homeless Prevention $0
c. Development of Housing $0
d. Other (accounting, bank fees, etc.) $47,120
Total Expenditures $50,539

4. As described in paragraph (1) of subdivision (a), the statutory value of real property owned by the housing successor, the value of the loans and grants receivable, and the sum of these two amounts.
a. Real Property Owned $0
b. Loans Receivable $12,452,208
Total $12,452,208
78 Oakley Housing Fund - SB 341 Annual Report - For Fiscal Year Ended June 30, 2024

5. Description of any transfers made pursuant to paragraph (2) of subdivision ( C) in the previous fiscal year and, if still unencumbered, in earlier fiscal years and a description of and status update on any project for which transferred funds have been or will be expended if that project has not yet been placed in service. $0 (No transfers made under this section, in the current or any prior year).

6. Description of Projects for which the Oakley Housing Fund receives or is holding property tax revenue pursuant to the ROPS and the status of that project.

N/A -The Oakley Housing Fund neither receives nor holds property tax revenue pursuant to a ROPS.

7. For interests in real property acquired by the former redevelopment agency prior to February 1, 2012, a status update on compliance with section 33334.16. For interest in real property acquired on or after February 1, 2012, a status update on the project.

N/A – The Oakley Housing Fund owns no real property.

8. a. A description of outstanding obligations pursuant to Section 33413 that remain to transfer to the Housing Successor on February 1, 2012.

The Oakley Housing Fund is obligated to pay the remaining deferred impact fee obligation related to the Oakley Cypress Associates project.

The balance at June 30, 2024SB, including interest, was $1,1,247,013. b. A description of the Housing Successor's progress in meeting obligations described in 8a.

Very little progress has been made since dissolution of the Oakley Redevelopment Agency, as these fees were only recently confirmed as solely a Housing Successor obligation, and the Department of Finance continually denied any Successor Agency payment.
c. A description of the housing successor's plan to meet unmet obligations described in 8a.

The Housing Successor receives loan repayments each year, and after paying for the services described in item 3 above, it will continue to use remaining balances to pay down this obligation. Given the state of the projects and length of the loan repayment terms, payment of the impact fees may take decades.
79 Oakley Housing Fund - SB 341 Annual Report - For Fiscal Year Ended June 30, 2024

9. Information required by subparagraph (B) or paragraph (3) of subdivision (a).

N/A.

10.Percentage of units of deed‐restricted rental housing restricted to seniors and assisted individually or jointly by the Housing Successor, its former RDA and its host jurisdiction within the last 10 years in relation to the aggregate number of units of deed‐restricted rental housing assisted individually or jointly by the housing successor, its former RDA and its host jurisdiction within the same time period.
a. 44%

11.a. The amount of excess surplus. N/A – None.
b. The amount of time that the successor agency has had the excess surplus.

N/A
c. The housing successor's plan for eliminating the excess surplus. N/A 80 Resolution No. -25 Page 1 of 2
RESOLUTION NO. -25

A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF OAKLEY MAKING

FINDINGS AND APPROVING THE HOUSING ELEMENT ANNUAL PROGRESS REPORT (REPORTING YEAR 2024)
WHEREAS, in November 1998, the voters approved the incorporation of the City of Oakley, to be effective July 1, 1999; and
WHEREAS, on July 1, 1999, the City of Oakley was incorporated; and WHEREAS, after incorporation, the City adopted the Contra Costa County General Plan for the Oakley Area as its General Plan, the County’s subdivision ordinance as its subdivision Ordinance, and the County’s zoning ordinance as its zoning ordinance (Ordinance Nos. 1-99, 17-99, 22-99). Since that time, the City has prepared its own General Plan, as required by Government Code Section 65360; and WHEREAS, in December 2002, the Oakley City Council adopted the Oakley 2020 General Plan; and as part of the General Plan the City developed a 2001-2007 Housing Element, which was certified by The State Department of Housing and Community Development (HCD) in 2005; and
WHEREAS, in August 2009, the Oakley City Council adopted the 2007-2014 Housing Element; and
WHEREAS, in January 2015, the Oakley City Council adopted the 2015-2023 Housing Element; and
WHEREAS, in May 2023, the Oakley City Council adopted the 2023-2031 Housing Element; and
WHEREAS, the City is required to provide housing opportunities for all income groups. HCD reviews the Housing Element portion of the General Plan and requires an Annual Element Progress Report on the implementation of the Housing Element; WHEREAS, the Housing Element Annual Report includes the SB 341 Report as an attachment for the purposes of this resolution;
WHEREAS, the SB 341 Report, which requires annual reporting for housing successors to redevelopment agencies, will be separately submitted to HCD, as well as posted on the City’s website.

NOW, THEREFORE, on the basis of the above findings of fact and the entire Record, the City Council makes the following additional findings in support of the approvals:
81 Resolution No. -25 Page 2 of 2

1. The City has completed the Housing Element Annual Progress Report for reporting year 2024, which outlines the progress the City has made on the goals and policies outlined in the Housing Element:
a. The City shall meet the State Department of Housing and Community Development Department (HCD) requirements to ensure the City is providing adequate housing types for all income groups. b. Compliance with HCD requirements will provide for orderly and wellbalanced growth within the City.

PASSED, APPROVED AND ADOPTED this 25th day of March 2025 by the following vote.

AYES:

NOES:

ABSTENTION:

ABSENT:

APPROVED:

Shannon Shaw, Mayor
ATTEST:

Kim Snodgrass, City Clerk Date
82 STAFF REPORT

City of Oakley | 3231 Main Street, Oakley, CA 94561
O (925) 625-7000 | F (925) 625-9859 | www.ci.oakley.ca.us DATE: March 25, 2025
TO: Joshua McMurray, City Manager
FROM: Kevin Rohani, P.E., Public Works Director/City Engineer SUBJECT: Adopt a Resolution authorizing the City Manager to execute the program supplement agreement under the master agreement with the State of California Department of Transportation - CIP Project No. 302 – East Cypress Road Widening (Jersey Island Road to Bethel Island Road) Project, Federal Aid Project No. PLBPL-5477(010)
Background and Analysis
The State of California Department of Transportation (Caltrans) processes and administers Federal and State grants to municipalities. Prior to the use of such grants, Caltrans requires municipalities to execute agreements with the State of California for the allocation of these grants.

The City has utilized Federal and State grants in the past years such as: Regional Surface Transportation Program (RSTP), Highway Bridge Program (HBP), Congestion Mitigation and Air Quality Improvement Program (CMAQ), Safe Route to School (SR2S) in the past, and the above referenced Caltrans agreements are very standard on these grants funded projects.

With each grant funded project, a Program Supplement Agreement specific to the project is required to engage the terms of the Master Agreement between the City of Oakley and the State of California that has been in effect for many years.

The release of Federal and State funds can only take place upon the signing of the Program Supplement Agreement by an authorized municipality official. The authorized official and the project must be clearly identified in the resolution approved by the City Council as required by Caltrans.

Funds will be released to municipalities after the official approved resolution is presented to Caltrans. This can be done for the: CIP 302 – East Cypress Road Widening (Jersey Island Road to Bethel Island Road) Project, Federal Aid Project No. PLBPL-5477(010). The allocation of these funds were obtained through the hard work and support the City received from Assemblymember Lori Wilson.

This project will widen and improve East Cypress Road from Jersey Island Road to Bethel Island Road. The improvements will include a new 4 lane roadway, curb and gutter, sidewalks, bicycle lanes, traffic signal, streetlights, and median islands.

Approved and
Forwarded to the
City Council
83 STAFF REPORT
CITY HALL | 3231 Main Street, Oakley, CA 94561 2
O (925) 625-7000 | F (925) 625-9859 | www.CI.Oakley.CA.US Consistency with the Oakley Strategic Plan 27+
The approval of this agreement is consistent with the Oakley Strategic Plan under our Community Health and Safety Goal to provide safe streets in our City. East Cypress Road is a critical segment in the Oakley roadway infrastructure network that will serve existing and future communities in the eastern portion of the City.

Fiscal Impact
The City was awarded a $2,000,000 grant for this project that is administered by Caltrans. The adoption of this resolution will authorize the acceptance of this grant funding and its processing by Caltrans.

Staff Recommendation
Staff recommend that the City Council adopt a resolution authorizing the City Manager to execute the Program Supplement Agreement with the State of California Department of Transportation.

Attachments
1) Resolution
84 Resolution No. __-25 Page 1
RESOLUTION NO. __-25

A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF OAKLEY AUTHORIZING

THE CITY MANAGER TO EXECUTE A PROGRAM SUPPLEMENT AGREEMENT

UNDER THE MASTER AGREEMENT WITH THE STATE OF CALIFORNIA DEPARTMENT OF TRANSPORTATION FOR CIP PROJECT NO. 302 – EAST

CYPRESS ROAD WIDENING (JERSEY ISLAND ROAD TO BETHEL ISLAND ROAD) PROJECT, FEDERAL AID PROJECT NO. PLBPL-5477(010)
WHEREAS, the City of Oakley is eligible to receive Federal and/or State funding for certain transportation projects, through the California Department of Transportation; and WHEREAS, Master Agreements, Program Supplemental Agreements, Fund Exchange Agreements, and /or Fund Transfer Agreements need to be executed with the State of California Department of Transportation before such funds can be claimed; and WHEREAS, the City of Oakley wishes to delegate authorization to execute this program supplement agreement and any amendment thereto to the City Manager; and NOW, THEREFORE, BE IT RESOLVED AND ORDERED, by the City Council of the City of Oakley that Joshua McMurray, City Manager is authorized to execute all Master Agreements, Program Supplemental Agreements, Fund Exchange Agreements, Fund Transfer Agreements and any amendments thereto with the California Department of Transportation.

PASSED AND ADOPTED by the City Council of the City of Oakley at a meeting held on the 25th of March 2025 by the following vote:

AYES:

NOES:

ABSENT:

ABSTENTIONS:

APPROVED:
_______________________
Shannon Shaw, Mayor
ATTEST:
______
Kim Snodgrass, City Clerk Date
85 STAFF REPORT

City of Oakley | 3231 Main Street, Oakley, CA 94561
O (925) 625-7000 | F (925) 625-9859 | www.ci.oakley.ca.us DATE: March 25, 2025
TO: City Council
FROM: Joshua McMurray, City Manager
SUBJECT: Adopt a Resolution Authorizing the City Manager to execute the First Amendment to the Agreement with Baker Tilly US, LLP
Summary and Background
In June of 2024, Staff engaged with Baker Tilly US, LLP for contract services related to the new Oakley Library and Community Center project. The specific services centered around helping Staff develop research, plan, develop and help facilitate the process for a Request for Proposals that would also be used as the Notification of Availability (NOA) as required by the Surplus Land Act. The original contract was for a not to exceed cost of $49,500 and this proposed amendment would add $30,000 to the existing contract to finish the remainder of the work.

Consistency with the Oakley Strategic Plan 27+
This item is consistent with the Strategic Plan 27+ Community and Economic Development Goal. Specifically, under the Strategic and Thoughtful Growth Objective:

Consider relocating the co-hosted City/ High School Library to a downtown location that can be a unifying location for Seniors, Youth, Veterans, and possible satellite location for County services.

Fiscal Impact
The fiscal impact for this contract amendment will be an additional $30,000 from budgeted funds.

Staff Recommendation
Adopt the Resolution authorizing the City Manager to execute the First Amendment to the Agreement with Baker Tilly US, LLP.

Attachments

1. Resolution

2. Proposed plan of work

3. Original Agreement with Baker Tilly US, LLP dated June 24 ,2024 Approved and
Forwarded to the
City Council
86 RESOLUTION NO. XX-25

A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF OAKLEY

AUTHORIZING THE CITY MANAGER TO EXECUTE THE FIRSTAMENDMENT

TO THE AGREEMENT WITH BAKER TILLY US, LLP FOR CONTRACT

SERVICES RELATED TO THE NEW OAKLEY LIBRARY AND COMMUNITY

CENTER PROJECT
BE IT RESOLVED by the City Council of the City of Oakley that the City Manager is hereby authorized and directed to sign on behalf of the City the First Amendment (an exact copy of which is attached hereto as Exhibit A) to the agreement with Baker Tilly US, LLP for contract services related to the new Oakley Library and Community Center project dated June 24, 2024.

PASSED, APPROVED AND ADOPTED this 25th day of March, 2025 by the following vote:

AYES:

NOES:

ABSTENTION:

ABSENT:

APPROVED:
________________________________
Shannon Shaw, Mayor Date
ATTEST:
________________________________
Kim Snodgrass, City Clerk Date
87 Client Name
September 29, 2022
1 March 11, 2025
Mr. Joshua McMurray
City Manager
City of Oakley
3231 Main Street
Oakley, CA 94561
Delivered electronically
Dear Mr. McMurray:

Thank you for the opportunity to submit this augmentation proposal to continue assisting the City with its vision to construct a new library and community center in downtown Oakley. As you know, we were engaged by the City in June 2024, to assist with the solicitation process to select a developer to construct a new library and community center on city-owned property adjacent to City Hall under a public private partnership, with a potential affordable housing component. This effort followed studies that evaluated the feasibility of locating a library on the City’s “O’Hara Block,” then subsequent direction by the City Council to pursue a larger project on property adjacent to City Hall.

As our engagement progressed, it was determined by the City, in conjunction with the California Department of Housing and Community Development, that a solicitation could be conducted to consider development on the two (non-contiguous) parcels, one or both of which could include an affordable housing component. These deliberations included research and follow up discussions as to whether the solicitation could suffice as the vehicle to provide public noticing requirements under the Surplus Land Act.

The ongoing deliberations lengthened the solicitation timeline and required a level of effort above that envisioned under our initial scope of services. We have prepared the following scope augmentation to continue providing assistance with the developer selection process, including efforts to provide affordable housing developers an opportunity to provide proposals and negotiate in good faith with the City (which may considerably lengthen the project timeline given state requirements for negotiating with affordable housing developers).

The following augmented plan of work builds on these past efforts.

Proposed plan of work
Augmentation Activity 3: Prepare solicitation documents and assist with develop selection process
This augmentation activity consists of facilitating the solicitation process, including attendance at a mandatory pre-proposal conference, receiving and preparing addenda in response to prospective proposer questions, compiling and evaluating submittals, coordinating good faith efforts to negotiate with affordable housing and other developers, and assisting with the contract award process.

Professional fees
Baker Tilly proposes to complete the augmented scope of work for a not-to-exceed cost of $30,000, to be billed on an hourly basis as services are provided. Our fee proposal assumes 80 hours of staff time, which equates to approximately five hours per over a 16-week period. No changes will be made to the project team engaged in the assignment.

Baker Tilly US, LLP
2570 W El Camino Real
Suite 640
Mountain View, CA 94040
(949) 809 5588
bakertilly.com
88 City of Oakley
March 11, 2025
2 Conclusion
The City of Oakley is a valued client of Baker Tilly. Thank you for the opportunity to make tangible contributions to your success. Our team is excited to earn your trust, and we look forward to discussing your questions and feedback about this request.

Sincerely,
Carol Jacobs, Managing Director
Baker Tilly US, LLP
+1 (949) 809 5588 | [email protected]
Accepted for the City of Oakley by:

Name: _____________________________________
Title: _____________________________________
Date: _____________________________________
89 SHORT FORM

SERVICES AGREEMENT BETWEEN

THE CITY OF OAKLEY AND BAKER TILLY ADVISORY GROUP, LP
THIS SERVICES AGREEMENT for professional consulting services is entered into by and between the City of Oakley, a municipal corporation in the State of California (hereinafter referred to as "City") and Baker Tilly Advisory Group, LP., a Limited Partnership (hereinafter referred to as "Contractor") effective as of June 24, 2024 (“Effective Date”).

Section I. SERVICES. Subject to the terms and conditions set forth in this Agreement, Contractor shall provide to City the services described in the Scope of Work attached hereto an incorporated herein as Exhibit A at the time and place and in the manner specified therein. In the event of a conflict in or inconsistency between the terms of this Agreement and Exhibit A, the Agreement shall prevail.

1.1 Term of Services. The term of this Agreement shall begin on the date first noted above and shall continue until terminated by either party.

1.2 Standard of Performance. Contractor shall perform all services required pursuant to this Agreement in the manner and according to the standards observed by a competent practitioner of the profession in which Contractor is engaged in the general geographical area of the City. Contractor shall prepare all work products required by this Agreement in a substantial, first-class manner and shall conform to the standards of quality normally observed by a person practicing in Contractor's profession.

1.3 Assignment of Personnel. Contractor shall assign only competent personnel to perform services pursuant to this Agreement. In the event that City, in its sole discretion, at any time during the term of this Agreement, desires the reassignment of any such persons, Contractor shall, immediately upon receiving notice from City of such desire of City, reassign such person or persons.

1.4 Time. Contractor shall devote such time to the performance of services pursuant to this Agreement as may be reasonably necessary to meet the standard of performance provided in Section

1.1 above and to satisfy Contractor's obligations hereunder.

Section 2. COMPENSATION. City hereby agrees to pay Contractor a sum not to exceed the amount described in Exhibit A, attached hereto and incorporated herein. City shall pay Contractor for services rendered pursuant to this 90 Agreement at the time and in the manner set forth herein. These payments shall be the only payments from City to Contractor for services rendered pursuant to this Agreement. Contractor shall submit invoices to City each month for services provided.

Contractor and City acknowledge and agree that compensation paid by City to Contractor under this Agreement is based upon Contractor's estimated costs of providing the services required hereunder, including salaries and benefits of employees and subcontractors of Contractor. Consequently, the parties further agree that compensation hereunder is intended to include the costs of contributions to any pensions and/or annuities to which Contractor and its employees, agents, and subcontractors may be eligible. City therefore has no responsibility for such contributions beyond compensation required under this Agreement.

2.1 Invoices. Contractor shall submit invoices after a session has taken place and will be coded for processing the day it is received.

Invoices shall be on Contractor’s Letterhead (or formal invoice form) and contain the following information:

The date(s) of the billing period;
A description of services for which payment is requested; Amount due

2.2 Payment of Taxes. Contractor is solely responsible for the payment of employment taxes incurred under this Agreement and any similar federal or state taxes.

2.3 Payment upon Termination. In the event that the City or Contractor terminates this Agreement pursuant to Section 8, the City shall compensate the Contractor for all amounts due for work satisfactorily completed as of the date of written notice of termination.

2.4 Authorization to Perform Services. The Contractor is not authorized to perform any services or incur any costs whatsoever under the terms of this Agreement until receipt of authorization from the Contract Administrator.

Section 3. FACILITIES AND EQUIPMENT. Except as set forth herein, Contractor shall, at its sole cost and expense, provide all facilities and equipment that may be necessary to perform the services required by this Agreement.
91 Section 4. RECYCLING REQUIREMENTS. Contractor agrees to comply with all City recycling requirements, and as set forth in the Oakley Municipal Code, including, but not limited to:
a. Construction and Demolition. Contractor must contact a customer service representative (CSR) at Oakley Disposal Service, Inc. to arrange for service for any and all construction and demolition work to be performed as part of this project unless Contractor has been approved by the City as a “self-hauler” as defined in Oakley Municipal Code §4.20.308.

The CSR will ask if the drop box contains recycle material and will direct the Contractor to drop the construction and demolition debris, including dirt and cement, to a permitted processing facility. The Contractor must indicate on their order form, by checking the applicable box, that they need documentation to comply with the Oakley Municipal Code. This documentation must be provided to the City within ten (10) days of receipt of said documentation by Contractor.
b. Commercial Self-Haul. Business self-haul materials are accepted at various Oakley Disposal Service, Inc. local facilities for recycling and include, but are not limited to, wood, inerts, metals, tires, greenwaste, plastics, cardboard, mattresses, foam padding, propane tanks, e-waste and appliances. Contractor agrees to drop any and all business self-haul materials at a site designated on the website
www.cccounty.us/depart/cd/recycle/.
c. Road Maintenance and Construction Projects. Contractor agrees to recycle greenwaste, asphalt, concrete and metal from any and all road maintenance and construction projects at Oakley Disposal Service, Inc. designated locations.
d. Office Recyclables. If Contractor has an office, temporary office, or trailer within the City of Oakley, Contractor agrees to recycle all paper, cardboard, bottles, cans, and toner cartridges at Oakley Disposal Service, Inc. designated locations.
e. Special Waste Materials. Contractor shall dispose of inert materials, including, but not limited to, concrete, asphalt and rubber, at Oakley Disposal Service, Inc. designated locations. Shingles and wood waste shall be diverted to the Recycling Center and Transfer Station (RCTS) located at 3700 Loveridge Road, Pittsburg, CA 94565. Scrap metal shall be dropped off at a large-scale scrap metal recycle facility operating within Contra Costa County which may be found at www.cccrecycle.org.
f. Universal Waste. Contractor shall dispose of batteries, mercury containing devices and lamps, and certain consumer electronics at a 92 recycling center designated by Oakley Disposal Service, Inc.

Section 5. INSURANCE REQUIREMENTS., Before beginning any work under this Agreement, Contractor, at its own cost and expense, shall procure "occurrence coverage" insurance against claims for injuries to persons or damages to property that may arise from or in connection with the performance of the work hereunder by the Contractor and its agents, representatives, employees, and subcontractors. Contractor shall provide proof satisfactory to City of such insurance that meets the requirements of this section and under forms of insurance satisfactory in all respects to the City. Contractor shall maintain the insurance policies required by this section throughout the term of this Agreement. The cost of such insurance shall be included in the Contractor's bid. Contractor shall not allow any subcontractor to commence work on any subcontract until Contractor has obtained all insurance required herein for the subcontractor(s) and provided evidence thereof to City. Verification of the required insurance shall be submitted and made part of this Agreement prior to execution. Verification of the required insurance is attached hereto and incorporated herein as Exhibit B.

5.1 Variation. The City may approve a variation in the foregoing insurance requirements, upon a determination that the coverages, scope, limits, and forms of such insurance are either not commercially available, or that the City's interests are otherwise fully protected.

5.2 Notice of Reduction in Coverage. In the event that any coverage required by this section is reduced, limited, or materially affected in any other manner, Contractor shall provide written notice to City at Contractor's earliest possible opportunity and in no case later than five calendar days after Contractor is notified of the change in coverage.

5.3 Remedies. In addition to any other remedies City may have if Contractor fails to provide or maintain any insurance policies or policy endorsements to the extent and within the time herein required, City may, at its sole option exercise any of the following remedies, which are alternatives to other remedies City may have and are not the exclusive remedy for Contractor's breach:

Obtain such insurance and deduct and retain the amount of the premiums for such insurance from any sums due under the Agreement;
Order Contractor to stop work under this Agreement or
withhold any payment that becomes due to Contractor
93 hereunder, or both stop work and withhold any payment, until Contractor demonstrates compliance with the
requirements hereof; and/or
Terminate this Agreement.

Section 6. INDEMNIFICATION AND CONTRACTOR'S RESPONSIBILITIES

6.1. Contractor shall, to the fullest extent permitted by law, indemnify, defend (with counsel acceptable to the City) and hold harmless City, and its employees, officials, volunteers and agents ("Indemnified Parties") from and against any and all losses, claims, damages, costs and liability (including but not limited to loss of use, loss of profits or loss of goodwill arising in any manner from the work) arising out of any personal injury, loss of life, damage to property, or any violation of any federal, state, or municipal law or ordinance, arising out of the performance of this Agreement by Contractor, its officers, employees, agents, volunteers, subcontractors or sub-Contractors, excepting only liability arising from the sole negligence, active negligence or intentional misconduct of City.

6.2. In the event that Contractor or any employee, agent, subContractor or subcontractor of Contractor providing services under this Agreement is determined by a court of competent jurisdiction or the California Public Employees Retirement System (PERS) to be eligible for enrollment in PERS as an employee of City, Contractor shall indemnify, defend, and hold harmless City for the payment of any employee and/or employer contributions for PERS benefits on behalf of Contractor or its employees, agents, sub-Contractors or subcontractors, as well as for the payment of any penalties and interest on such contributions, which would otherwise be the responsibility of City.

6.3. Acceptance by City of insurance certificates and endorsements required under this Agreement does not relieve Contractor from liability under this indemnification and hold harmless clause. This indemnification and hold harmless clause shalt apply to any damages or claims for damages whether or not such insurance policies shall have been determined to apply.

6.4. By execution of this Agreement, Contractor acknowledges and agrees to the provisions of this Section and that it is a material element of consideration, and that these provisions survive the termination of this Agreement.
94 Section 7. STATUS OF CONTRACTOR.

7.1 Independent Contractor. At all times during the term of this Agreement, Contractor shall be an independent contractor and shall not be an employee of City. City shall have the right to control Contractor only insofar as the results of Contractor's services rendered pursuant to this Agreement and assignment of personnel pursuant to Subparagraph 1.3; however, otherwise City shall not have the right to control the means by which Contractor accomplishes services rendered pursuant to this Agreement, Notwithstanding any other City, state, or federal policy, rule, regulation, law, or ordinance to the contrary, Contractor and any of its employees, agents, and subcontractors providing services under this Agreement shall not qualify for or become entitled to, and hereby agree to waive any and all claims to, any
compensation, benefit, or any incident of employment by City, including but not limited to eligibility to enroll in the California Public Employees Retirement System (PERS) as an employee of City and entitlement to any contribution to be paid by City for employer contributions and/or employee contributions for PERS benefits.

7.2 Contractor, Not Agent. Except as City may specify in writing, Contractor shall have no authority, express or implied, to act on behalf of City in any capacity whatsoever as an agent. Contractor shall have no authority, express or implied, pursuant to this Agreement to bind City to any obligation whatsoever.

Section 8. LEGAL REQUIREMENTS.

8.1 Governing Law. The laws of the State of California shall govern this Agreement.

8.2 Compliance with Applicable Laws. Contractor and any subcontractors shall comply with all laws applicable to the performance of the work hereunder.

8.3 Other Governmental Regulations. To the extent that this Agreement may be funded by fiscal assistance from another governmental entity, Contractor and any subcontractors shall comply with all applicable rules and regulations to which City is bound by the terms of such fiscal assistance program.

8.4 Licenses and Permits. Contractor represents and warrants to City that Contractor and its employees, agents, and any subcontractors have all licenses, permits, qualifications, and approvals of 95 whatsoever nature legally required to practice their respective professions. Contractor represents and warrants to City that Contractor and its employees, agents, any subcontractors shall, at their sole cost and expense, keep in effect at all times during the term of this Agreement any licenses, permits, and approvals that are legally required to practice their respective professions. In addition to the foregoing, Contractor and any subcontractors shall obtain and maintain during the term of this Agreement valid business licenses from City.

8.5 Nondiscrimination and Equal Opportunity. Contractor shall not discriminate, on the basis of a person's race, religion, color, national origin, age, physical or mental handicap or disability, medical condition, marital status, sex, or sexual orientation, against any employee, applicant for employment, subcontractor, bidder for a subcontract, or participant in, recipient of, or applicant for any services or programs provided by Contractor under this Agreement.

Contractor shall comply with all applicable federal, state, and local laws, policies, rules, and requirements related to equal opportunity and nondiscrimination in employment, contracting, and the provision of any services that are the subject of this Agreement, including but not limited to the satisfaction of any positive obligations required of Contractor thereby.

Contractor shall include the provisions of this Subsection in any subcontract approved by the Contract Administrator or this Agreement.

Section 9. TERMINATION AND MODIFICATION.

9.1 Termination. City may cancel this Agreement at any time and without cause upon written notification to Contractor.

Contractor may cancel this Agreement upon 30 days written notice to City and shall include in such notice the reasons for cancellation.

In the event of termination, Contractor shall be entitled to compensation for services performed to the effective date of termination.

9.2 Amendments. The parties may amend this Agreement only by a writing signed by all the parties.

9.3 Assignment and Subcontracting. City and Contractor recognize and agree that this Agreement contemplates personal performance by Contractor and is based upon a determination of Contractor's 96 unique personal competence, experience, and specialized personal knowledge. Moreover, a substantial inducement to City for entering into this Agreement was and is the professional reputation and competence of Contractor. Contractor may not assign this Agreement or any interest therein without the prior written approval of the Contract Administrator. Contractor shall not subcontract any portion of the performance contemplated and provided for herein, other than to the subcontractors noted in the proposal, without prior written approval of the Contract Administrator.

9.4 Survival. All obligations arising prior to the termination of this Agreement and all provisions of this Agreement allocating liability between City and Contractor shall survive the termination of this Agreement.

9.5 Breach by Contractor. If Contractor materially breaches any of the terms of this Agreement, City may immediately terminate the Agreement.

Section 10. KEEPING AND STATUS OF RECORDS.

10.1 Records Created as Part of Contractor's Performance. All reports, data, maps, models, charts, studies, surveys, photographs, memoranda, plans, studies, specifications, records, files, or any other documents or materials, in electronic or any other form, that Contractor prepares or obtains pursuant to this Agreement and that relate to the matters covered hereunder shall be the property of the City. Contractor hereby agrees to deliver those documents to the City upon termination of the Agreement. It is understood and agreed that the documents and other materials, including but not limited to those described above, prepared pursuant to this Agreement are prepared specifically for the City and are not necessarily suitable for any future or other use. City and Contractor agree that, until final approval by City, all data, plans, specifications, reports and other documents are confidential and will not be released to third parties without prior written consent of both parties.

10.2 Contractor's Books and Records. Contractor shall maintain any and all ledgers, books of account, invoices, vouchers, canceled checks, and other records or documents evidencing or relating to charges for services or expenditures and disbursements charged to the City under this Agreement for a minimum of three (3) years, or for any longer period required by law, from the date of final payment to the Contractor to this Agreement,
97 10.3 Inspection and Audit of Records. Any records or documents that Section 9.2 of this Agreement requires Contractor to maintain shall be made available for inspection, audit, and/or copying at any time during regular business hours, upon oral or written request of the City. Under California Government Code Section 8546.7, if the amount of public funds expended under this Agreement exceeds TEN THOUSAND DOLLARS ($10,000.00), the Agreement shall be subject to the examination and audit of the State Auditor, at the request of City or as part of any audit of City, for a period of three (3) years after final payment under the Agreement.

Section 11 MISCELLANEOUS PROVISIONS.

11.1 Venue. In the event that either party brings any action against the other under this Agreement, the parties agree that trial of such action shall be vested exclusively in the state courts of California in the County of Contra Costa or in the United States District Court for the Northern District of California.

11.2 Severability. If a court of competent jurisdiction finds or rules that any provision of this Agreement is invalid, void, or unenforceable, the provisions of this Agreement not so adjudged shall remain in full force and effect. The invalidity in whole or in part of any provision of this Agreement shall not void or affect the validity of any other provision of this Agreement.

11.3 No Implied Waiver of Breach. The waiver of any breach of a specific provision of this Agreement does not constitute a waiver of any other breach of that term or any other term of this Agreement.

11.4 Successors and Assigns. The provisions of this Agreement shall inure to the benefit of and shall apply to and bind the successors and assigns of the parties.

11.5 Use of Recycled Products. Contractor shall prepare and submit all reports, written studies and other printed material on recycled paper to the extent it is available at equal or less cost than virgin paper.

11.6 Conflict of Interest. Contractor may serve other clients, but none whose activities within the corporate limits of City or whose business, regardless of location, would place Contractor in a "conflict of interest," as that term is defined in the Political Reform Act, codified at California Government Code Section 81000 et seq.

Contractor shall not employ any official of City in the work 98 performed pursuant to this Agreement. No officer or employee of City shall have any financial interest in this Agreement that would violate California Government Code Sections 1090 et seq.

Contractor hereby warrants that it is not now, nor has it been in the previous twelve (12) months, an employee, agent, appointee, or official of the City. If Contractor was an employee, agent, appointee, or official of City in the previous twelve months, Contractor warrants that it did not participate in any manner in the forming of this Agreement. Contractor understands that, if this Agreement is made in violation of Government Code §1090 et. Seq., the entire Agreement is void and Contractor will not be entitled to any compensation for services performed pursuant to this Agreement, including reimbursement of expenses, and Contractor will be required to reimburse the City for any sums paid to the Contractor.

Contractor understands that, in addition to the foregoing, it may be subject to criminal prosecution for a violation of Government Code § 1090 and, if applicable, will be disqualified from holding public office in the State of California.

11.7 Inconsistent Terms. If the terms or provisions of this Agreement conflict with or are inconsistent with any term or provision of any attachment or Exhibit attached hereto, then the terms and provisions of this Agreement shall prevail.

11.8 Solicitation. Contractor agrees not to solicit business at any meeting, focus group, or interview related to this Agreement, either orally or through any written materials.

11.9 Contract Administration. This Agreement shall be administered by the Assistant to the City Manager ("Contract Administrator"). All correspondence shall be directed to or through the Contract Administrator or his or her designee.

11.10 Notices.

Any written notice to Contractor shall be sent to:

Baker Tilly Advisory Group, LP
Attn: Carol Jacobs, Managing Director
[email protected]
18500 Von Karman Ave. 10th Floor
Irvine, CA 92612

99 Any written notice to City shall be sent to:

City of Oakley
Attn: Joshua McMurray, City Manager
[email protected]
3231 Main St.

Oakley, CA 94561

11.11 Integration. This Agreement, including the attached exhibits, represents the entire and integrated agreement between City and Contractor and supersedes all prior negotiations, representations, and agreements, either written or oral.

11.12 Counterparts. This Agreement may be executed in multiple counterparts, each of which shall be an original and all of which together shall constitute one agreement.

11.13 Authorized Signature. Each person and party signing this Agreement warrants that he/she has the authority to execute this Agreement on behalf of the principal and that the party will be bound by such signature.

The parties have executed this Agreement as of the Effective Date.

CITY: CONTRACTOR:

City of Oakley, a municipal corporation Baker Tilly Advisory Group, LP., a Limited Partnership
_____________________________ _____________________ Joshua McMurray, Carol Jacobs City Manager Managing Director
Attest:

Libby Vreonis, City Clerk
Approved as to Form: ______________________________ Derek Cole, City Attorney 100

EXHIBIT A
Scope of Work and Compensation Schedule
101
Client Name
September 29, 2022
1 June 17, 2024
Mr. Joshua McMurray
City Manager
City of Oakley
3231 Main Street
Oakley, CA 94561
Delivered electronically
Dear Mr. McMurray:

Thank you for the opportunity to provide a proposal to continue to assist the City of Oakley with its vision of constructing a new library and community center in downtown Oakley. As the project has grown substantially in scope, City leaders must reach considerable funding goals and enter into a mutually beneficial public/private partnership with a developer in the next several months. Baker Tilly is uniquely situated to help the City realize this vision.
team
members have helped local governments across California and throughout the United States to implement mixed use projects under public/private partnerships.

Proposed plan of work
Our scope of work is based on three activities associated with preparing for and conducting a solicitation process to select a developer. Once the solicitation process is in the planning phase, we would be happy to provide an additional plan of work for providing as-need advice and analysis on development considerations and owner-representation services during the design and construction phases of the project.

Activity 1: Start project and review background information This activity consists of preparing for and conducting a virtual kickoff meeting, providing a list of information and data for collection, and reviewing background information provided by the City.

Activity 2: Gather relevant data and information
This activity consists of preparing for and conducting up to 10 interviews with key staff members and consultants, to learn about current project status, stakeholder engagement to date, potential challenges and to discuss funding options and strategies.
for the project so that they can be clearly articulated in the solicitation documents prepared in Activity 3.

Activity 3: Prepare solicitation documents and assist with developer selection process This activity consists of determining the most advantageous process to select a developer and preparing the solicitation documents. Facets of Activity 3 include the following:

Evaluating best practice solicitation methods for obtaining proposals from the most qualified developers
Drafting a detailed scope of work
Baker Tilly Advisory Group, LP
2570 W El Camino Real
Suite 640
Mountain View, CA 94040
+1 (949) 809 5588
bakertilly.com
102
City of Oakley
June 17, 2024
2 Preparing the solicitation documents with the following minimum elements:

Project background
Instructions to proposers
Developer requirements
Evaluation criteria and process
Key contractual terms and conditions
Contract award process and project timelines
Supporting documentation
Identification of potentially qualified development partners Conducting outreach to the development community
Facilitating the solicitation process, including compilation/evaluation of submittals and coordination of shortlist interviews
Assisting with developer selection, including coordination of contract negotiations, communication of selection process results and preparation of staff report to award the contract About Baker Tilly
Celebrating more than 90 years serving our valued clients As a future-looking firm, we celebrate more than 90 years in the marketplace by honoring our roots and continuing to shape our future. We embrace the fact that local identify new needs and opportunities, we innovate and change to work better.

Delivering specialized expertise to our public sector clients Unlike many of our contemporaries, Baker Tilly is organized by industry, not service line. What does this mean for the City of Oakley? It means you will be served by a carefully selected team that blends our government-focused professionals with experienced specialists in staffing and organizational analysis.

The City will be working with knowledgeable professionals who understand the specific challenges you face and who will provide innovative solutions to help you overcome them.

State and local government is a complex, unique environment shaped by fiscal, regulatory and operational considerations not found in other industries. We recognize this complexity, and we are eager to serve as a truly valued advisor to the public sector. Nationwide, our state and local government practice has served more than 4,000 state and local governmental entities, including municipalities, special districts, counties, public utilities, school districts and transit. 103
City of Oakley
June 17, 2024
3 SUPPORTING STATE AND LOCAL GOVERNMENTS WITH SPECIALIZED EXPERTISE The City of Oakley will benefit from the insight Baker Tilly has gained from serving thousands of public sector clients across the United States.

Comprehensive services for local governments
Your team is ready to help you find solutions to overcome the obstacles that stand between you and your goals. We provide a full range of service offerings for state and local governments, including those listed below.

FULL RANGE OF KEY SERVICE OFFERINGS FOR LOCAL GOVERNMENTS Accounting services and assurance Housing and economic development Capital planning Human capital services
Cybersecurity consulting Management services
Classification and compensation study Organizational assessment Efficiency studies Organizational development
Executive coaching Process improvement
Executive performance assessment Rate and user fee studies Executive recruitment Risk advisory and internal audit
Federal funding advisory Service sharing and service consolidation Financial planning, budgeting and analysis Strategic planning Aligning key engagement team members with your goals
Your handpicked team of professionals offers a collaborative focus supported by the breadth and depth of strong personal relationships, and this means a personal interest in the City from some of our most experienced team members. Engagement team members are introduced below.
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City of Oakley
June 17, 2024
4 ENGAGEMENT TEAM FOR THE CITY OF OAKLEY
Andrew Belknap Managing director
Project role: Project director
Andy has more than 20 years of local government experience, including service as a city manager, public works director, a variety of interim management positions and as a consultant to California municipalities and special districts. He specializes in government financial management and has led numerous projects to address structural fiscal deficits.

A trained economist, Andy brings special expertise to fiscal analysis and public finance issues. His blend of quantitative skills, coupled with a adds value to all types of organizational and policy analyses.

Pete Gonda Senior manager
Project role: Project manager
Pete brings more than 20 years of experience in municipal government to his work helping local governments improve their operations. His consulting and local government experience both include an emphasis on analytics, budgeting, procurement management, contracts and performance measurement. He served as purchasing officer for the City of Sunnyvale, California for nine years, where he managed an award-winning centralized purchasing division with $42 million in annual operational spending. In this role, Pete bid and was awarded $80 million in capital projects under a federally funded local economic stimulus program at a 30% savings and implemented continuous process improvements for a variety of services. He also served as a senior management analyst in Sunny
Department, where his responsibilities included intergovernmental relations, policy analysis and revenue/expense management, including cost of service Department of Public S
Marta Purdy, AICP Director
Project role: Subject matter specialist
Marta joined Baker Tilly in 2021 and has more than 15 years of experience in urban redevelopment, project management, and execution of public private partnership (P3) projects. Marta is a strategic thinker that leverages creative insights to achieve economic and social impacts. Marta works with complex internal and external project partners to set clear visions, develop and execute complex financial and financing strategies, and manage project execution. Before joining Baker Tilly, Marta worked at a Midwest-focused redevelopment and urban planning consulting firm for over 12 years. Marta earned a Master of City and Regional Planning from the University of North Carolina at Chapel Hill.
105
City of Oakley
June 17, 2024
5 ENGAGEMENT TEAM FOR THE CITY OF OAKLEY
David Earnhart, AIA, LEED-AP Senior manager
Project role: Subject matter specialist
David has more than 20 years of experience in entitlements, design and development, including residential, hospitality, educational and industrial properties. He will make sure our services meet your expectations and that deliverables presented to the City meet quality assurance standards for all phases of your development projects.

Professional fee
Baker Tilly proposes to complete the scope of work for Activities 1 through 3 for a fixed cost of $49,500, inclusive of all expenses and fees.

ACTIVITY PROPOSED FEE

1. Start project and review background information $7,000

2. Gather relevant data and information $10,200

3. Prepare solicitation documents and assist with developer selection process $32,300 Total $49,500
Conclusion
The City of Oakley is a valued client of Baker Tilly, and I will be personally involved in all aspects of our relationship, from planning through completion. Thank you for the opportunity to make tangible contributions to your success. Our team is excited to earn your trust, and we look forward to discussing your questions and feedback.

Sincerely,
Carol Jacobs, Managing Director
+1 (949) 809 5588 | [email protected]
Baker Tilly US, LLP and Baker Tilly Advisory Group, LP and its subsidiary entities provide professional services through an alternative practice structure in accordance with the AICPA Code of Professional Conduct and applicable laws, regulations and professional standards. Baker Tilly US, LLP is a licensed independent CPA firm that provides attest services to clients. Baker Tilly Advisory Group, LP and its subsidiary entities provide tax and business advisory services to their clients. Baker Tilly Advisory Group, LP and its subsidiary entities are not licensed CPA firms.

Baker Tilly Advisory Group, LP and Baker Tilly US, LLP, trading as Baker Tilly, are independent members of Baker Tilly International. Baker Tilly International Limited is an English company. Baker Tilly International provides no professional services to clients. Each member firm is a separate and independent legal entity, and each describes itself as such. Baker Tilly Advisory Group, LP and Baker Tilly US, LLP are not B agent and do not have the authority
Tilly Advisory Group, LP, Baker Tilly US, LLP nor any of the other member firms of Baker Tilly International has any liability for eac omissions. The name Baker Tilly and its associated logo is used under license from Baker Tilly International Limited. 106
Exhibit B
Insurance Requirements
Specific Insurance Requirements and Required Policy Limits PROFESSIONAL SERVICES CONTRACTS:

Including, but not limited to architects, engineers, consultants, counselors, attorneys and accountants.

Consultant shall procure and maintain for the duration of its 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, employees or subcontractors.

Minimum scope of coverage
Coverage shall be at least as broad as:

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

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

3. Workers’ Compensation insurance as required by the State of California, with Statutory Limits, and Employer’s Liability Insurance with limit of no less than $1,000,000 per accident for bodily injury or disease. (Not required if Consultant provides written verification it has no employees)
If the Consultant maintains higher limits than the minimums shown above, the Entity requires and shall be entitled to coverage for 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 Entity.

Other Insurance Provisions
The insurance policies are to contain, or be endorsed to contain, the following provisions:
107
Additional Insured Status
The City, its officers, officials, employees, and volunteers are to be covered as additional insureds on the CGL policy with respect to liability arising out of work or operations performed by or on behalf of the Consultant including materials, parts or equipment furnished in connection with such work or operations. General liability coverage should be provided in the form of an endorsement to the Consultant’s insurance (at least as broad as ISO Form CG 20 10 11 85 or both CG 20 10 and CG 20 37 forms if later revisions used).

Primary Coverage
For any claims related to this contract, the Consultant’s insurance coverage shall be primary insurance as respects the City, its officers, officials, employees, and volunteers. Any insurance or self-insurance maintained by the City, its officers, officials, employees, or volunteers shall be excess of the Consultant’s insurance and shall not contribute with it.

Notice of Cancellation
Each insurance policy required above shall state 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 Consultant or 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.

Deductibles and Self-Insured Retentions
Any deductibles or self-insured retentions must be declared to and approved by the City. The City may require the Consultant to provide proof of ability to pay losses and related investigations, claim administration, and defense expenses within the retention.

Acceptability of Insurers
Insurance is to be placed with insurers with a current A.M. Best’s rating of no less than A:VII, unless otherwise acceptable to the City.

Claims Made Policies
If any of the required policies provide coverage on a claims-made basis:

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.
108

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 contract 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. All certificates and endorsements are to be received and approved by the City before work commences. However, failure to obtain the required documents prior to the work beginning shall not waive the Consultant’s obligation to provide them. The City reserves the right to require complete, certified copies of all required insurance policies, including endorsements required by these specifications, at any time.

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.

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.
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Carol Jacobs Holder Identifier : 7777777707070700077763616065553330773706456315547607443037663517300072640477147231020772405557067455207162011372270112075622735320767300774063331243277607744415716274570077727252025773110777777707000707007 6666666606060600062606466204446200622020404006200206222024040240200060020262622402220622220406204202006222224260260222060022060422622200622000624226002006022004262222422066646062240664440666666606000606006 Certificate No : 570106533020

CERTIFICATE OF LIABILITY INSURANCE DATE(MM/DD/YYYY)
06/20/2024
IMPORTANT: If the certificate holder is an ADDITIONAL INSURED, the policy(ies) must have ADDITIONAL INSURED provisions or be endorsed. If SUBROGATION IS WAIVED, subject to the terms and conditions of the policy, certain policies may require an endorsement. A statement on this certificate does not confer rights to the certificate holder in lieu of such endorsement(s).

THIS CERTIFICATE IS ISSUED AS A MATTER OF INFORMATION ONLY AND CONFERS NO RIGHTS UPON THE CERTIFICATE HOLDER. THIS

CERTIFICATE DOES NOT AFFIRMATIVELY OR NEGATIVELY AMEND, EXTEND OR ALTER THE COVERAGE AFFORDED BY THE POLICIES BELOW. THIS CERTIFICATE OF INSURANCE DOES NOT CONSTITUTE A CONTRACT BETWEEN THE ISSUING INSURER(S), AUTHORIZED REPRESENTATIVE OR PRODUCER, AND THE CERTIFICATE HOLDER. PRODUCER Aon Risk Services Northeast, Inc.

New York NY Office
One Liberty Plaza
165 Broadway, Suite 3201
New York NY 10006 USA PHONE
(A/C. No. Ext): E-MAIL ADDRESS:

INSURER(S) AFFORDING COVERAGE NAIC #
(312) 381-1000
INSURED INSURER A: National Fire Ins. Co. of Hartford 20478 INSURER B: The Continental Insurance Company 35289
INSURER C: American Casualty Co. of Reading PA 20427
INSURER D: Continental Casualty Company 20443
INSURER E:

INSURER F:

FAX
(A/C. No.): (312) 381-7007 CONTACT NAME: Baker Tilly US, LLP & Baker Tilly Advisory Group, LP
P.O. Box 7398
4807 Innovate Lane
Madison WI 53707-7398 USA
COVERAGES CERTIFICATE NUMBER: 570106533020 REVISION NUMBER: THIS IS TO CERTIFY THAT THE POLICIES OF INSURANCE LISTED BELOW HAVE BEEN ISSUED TO THE INSURED NAMED ABOVE FOR THE POLICY PERIOD INDICATED. NOTWITHSTANDING ANY REQUIREMENT, TERM OR CONDITION OF ANY CONTRACT OR OTHER DOCUMENT WITH RESPECT TO WHICH THIS

CERTIFICATE MAY BE ISSUED OR MAY PERTAIN, THE INSURANCE AFFORDED BY THE POLICIES DESCRIBED HEREIN IS SUBJECT TO ALL THE TERMS, EXCLUSIONS AND CONDITIONS OF SUCH POLICIES. LIMITS SHOWN MAY HAVE BEEN REDUCED BY PAID CLAIMS. Limits shown are as requested POLICY EXP (MM/DD/YYYY) POLICY EFF (MM/DD/YYYY) SUBR WVD

INSR LTRADDL TYPE OF INSURANCE LIMITS INSD POLICY NUMBER COMMERCIAL GENERAL LIABILITY CLAIMS-MADE OCCUR

POLICY LOC
EACH OCCURRENCE DAMAGE TO RENTED PREMISES (Ea occurrence) MED EXP (Any one person) PERSONAL & ADV INJURY GENERAL AGGREGATE

PRODUCTS - COMP/OP AGG
X
X
X GEN'L AGGREGATE LIMIT APPLIES PER: $1,000,000
$1,000,000
$5,000
$1,000,000
$2,000,000
$2,000,000 A 01/01/2024 01/01/2025
General Liability
C6016751638 PRO- JECT OTHER: AUTOMOBILE LIABILITY

ANY AUTO

OWNED AUTOS ONLY

SCHEDULED

AUTOS HIRED AUTOS ONLY NON-OWNED AUTOS ONLY
BODILY INJURY ( Per person) PROPERTY DAMAGE
X X (Per accident)
BODILY INJURY (Per accident)
$1,000,000 A 01/01/2024 01/01/2025
Auto COMBINED SINGLE LIMIT
(Ea accident)
BUA 6016751641 EXCESS LIAB

X OCCUR CLAIMS-MADE AGGREGATE
EACH OCCURRENCE DED $5,000,000
$5,000,000
01/01/2024
Umbrella UMBRELLA LIAB B CUE6016723001 01/01/2025 RETENTION X
E.L. DISEASE-EA EMPLOYEE
E.L. DISEASE-POLICY LIMIT E.L. EACH ACCIDENT $1,000,000

X OTH- ER
B 01/01/2024 01/01/2025 PER STATUTE C WC623746823 01/01/2024 01/01/2025 D WC643413436 01/01/2024 01/01/2025 $1,000,000 Y / N
(Mandatory in NH) ANY PROPRIETOR / PARTNER / EXECUTIVE OFFICER/MEMBER EXCLUDED? N N / A Workers Compensation WORKERS COMPENSATION AND EMPLOYERS' LIABILITY If yes, describe under DESCRIPTION OF OPERATIONS below
$1,000,000
WC616751624
DESCRIPTION OF OPERATIONS / LOCATIONS / VEHICLES (ACORD 101, Additional Remarks Schedule, may be attached if more space is required) The City of Oakley, its officers, officials, employees, and volunteers are added as Additional Insured as respects the General Liability and Automobile Liability as required per written contract. Umbrella is a follow form. Notice of cancellation will be provided in accordance with the policy provisions. A waiver of subrogation in favor of Additional Insured as respect the General Liability, Auto Liability and Workers Compensation pursuant to a written contract.

CERTIFICATE HOLDER CANCELLATION
City of Oakley AUTHORIZED REPRESENTATIVE
3231 Main St.

Oakley, CA 94561 USA
ACORD 25 (2016/03)
©1988-2015 ACORD CORPORATION. All rights reserved.

The ACORD name and logo are registered marks of ACORD

SHOULD ANY OF THE ABOVE DESCRIBED POLICIES BE CANCELLED BEFORE THE

EXPIRATION DATE THEREOF, NOTICE WILL BE DELIVERED IN ACCORDANCE WITH THE POLICY PROVISIONS.
110

CNA PARAMOUNT
General Liability Extension Endorsement
It is understood and agreed that this endorsement amends the COMMERCIAL GENERAL LIABILITY COVERAGE PART as follows. If any other endorsement attached to this policy amends any provision also amended by this endorsement, then that other endorsement controls with respect to such provision, and the changes made by this endorsement with respect to such provision do not apply.

TABLE OF CONTENTS

1. Additional Insureds

2. Additional Insured - Primary And Non-Contributory To Additional Insured’s Insurance

3. Bodily Injury – Expanded Definition

4. Broad Knowledge of Occurrence/ Notice of Occurrence

5. Broad Named Insured

6. Estates, Legal Representatives and Spouses

7. Expected Or Intended Injury – Exception for Reasonable Force

8. In Rem Actions

9. Incidental Health Care Malpractice Coverage

10. Joint Ventures/Partnership/Limited Liability Companies

11. Legal Liability – Damage To Premises

12. Medical Payments

13. Non-owned Aircraft Coverage

14. Non-owned Watercraft

15. Personal And Advertising Injury – Discrimination or Humiliation

16. Personal And Advertising Injury - Contractual Liability

17. Property Damage - Elevators

18. Supplementary Payments

19. Unintentional Failure To Disclose Hazards

20. Waiver of Subrogation – Blanket
CNA74879XX (1-15) Policy No:

Effective Date:

Insured Name:

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CNA PARAMOUNT
General Liability Extension Endorsement

1. ADDITIONAL INSUREDS
a. WHO IS AN INSURED is amended to include as an Insured any person or organization described in paragraphs A. through K. below whom a Named Insured is required to add as an additional insured on this Coverage Part under a written contract or written agreement, provided such contract or agreement:
(1) is currently in effect or becomes effective during the term of this Coverage Part; and (2) was executed prior to:
(a) the bodily injury or property damage; or
(b) the offense that caused the personal and advertising injury, for which such additional insured seeks coverage.
b. However, subject always to the terms and conditions of this policy, including the limits of insurance, the Insurer will not provide such additional insured with:
(1) a higher limit of insurance than required by such contract or agreement; or (2) coverage broader than required by such contract or agreement, and in no event broader than that described by the applicable paragraph A. through K. below.

Any coverage granted by this endorsement shall apply only to the extent permissible by law.

A. Controlling Interest
Any person or organization with a controlling interest in a Named Insured, but only with respect to such person or organization’s liability for bodily injury, property damage or personal and advertising injury arising out of:

1. such person or organization’s financial control of a Named Insured; or

2. premises such person or organization owns, maintains or controls while a Named Insured leases or occupies such premises;
provided that the coverage granted by this paragraph does not apply to structural alterations, new construction or demolition operations performed by, on behalf of, or for such additional insured.

B. Co-owner of Insured Premises
A co-owner of a premises co-owned by a Named Insured and covered under this insurance but only with respect to such co-owner’s liability for bodily injury, property damage or personal and advertising injury as co-owner of such premises.

C. Grantor of Franchise
Any person or organization that has granted a franchise to a Named Insured, but only with respect to such person or organization’s liability for bodily injury, property damage or personal and advertising injury as grantor of a franchise to the Named Insured. D. Lessor of Equipment Any person or organization from whom a Named Insured leases equipment, but only with respect to liability for bodily injury, property damage or personal and advertising injury caused, in whole or in part, by the Named Insured’s maintenance, operation or use of such equipment, provided that the occurrence giving rise to such bodily injury, property damage or the offense giving rise to such personal and advertising injury takes place prior to the termination of such lease.

CNA74879XX (1-15) Policy No:

Effective Date:

Insured Name:

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CNA PARAMOUNT
General Liability Extension Endorsement
E. Lessor of Land
Any person or organization from whom a Named Insured leases land but only with respect to liability for bodily injury, property damage or personal and advertising injury arising out of the ownership, maintenance or use of such land, provided that the occurrence giving rise to such bodily injury or property damage, or the offense giving rise to such personal and advertising injury, takes place prior to the termination of such lease. The coverage granted by this paragraph does not apply to structural alterations, new construction or demolition operations performed by, on behalf of, or for such additional insured.

F. Lessor of Premises
An owner or lessor of premises leased to the Named Insured, or such owner or lessor’s real estate manager, but only with respect to liability for bodily injury, property damage or personal and advertising injury arising out of the ownership, maintenance or use of such part of the premises leased to the Named Insured, and provided that the occurrence giving rise to such bodily injury, property damage or the offense giving rise to such personal and advertising injury takes place prior to the termination of such lease. The coverage granted by this paragraph does not apply to structural alterations, new construction or demolition operations performed by, on behalf of, or for such additional insured.

G. Mortgagee, Assignee or Receiver
A mortgagee, assignee or receiver of premises but only with respect to such mortgagee, assignee or receiver’s liability for bodily injury, property damage or personal and advertising injury arising out of the Named Insured’s ownership, maintenance, or use of a premises by a Named Insured. The coverage granted by this paragraph does not apply to structural alterations, new construction or demolition operations performed by, on behalf of, or for such additional insured.

H. State or Governmental Agency or Subdivision or Political Subdivisions – Permits A state or governmental agency or subdivision or political subdivision that has issued a permit or authorization, but only with respect to such state or governmental agency or subdivision or political subdivision’s liability for bodily injury, property damage or personal and advertising injury arising out of:

1. the following hazards in connection with premises a Named Insured owns, rents, or controls and to which this insurance applies:
a. the existence, maintenance, repair, construction, erection, or removal of advertising signs, awnings, canopies, cellar entrances, coal holes, driveways, manholes, marquees, hoistaway openings, sidewalk vaults, street banners, or decorations and similar exposures; or b. the construction, erection, or removal of elevators; or c. the ownership, maintenance or use of any elevators covered by this insurance; or

2. the permitted or authorized operations performed by a Named Insured or on a Named Insured’s behalf.

The coverage granted by this paragraph does not apply to:
a. Bodily injury, property damage or personal and advertising injury arising out of operations performed for the state or governmental agency or subdivision or political subdivision; or b. Bodily injury or property damage included within the products-completed operations hazard. With respect to this provision’s requirement that additional insured status must be requested under a written contract or agreement, the Insurer will treat as a written contract any governmental permit that requires the Named Insured to add the governmental entity as an additional insured.

CNA74879XX (1-15) Policy No:

Effective Date:

Insured Name:

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General Liability Extension Endorsement
I. Trade Show Event Lessor

1. With respect to a Named Insured’s participation in a trade show event as an exhibitor, presenter or displayer, any person or organization whom the Named Insured is required to include as an additional insured, but only with respect to such person or organization’s liability for bodily injury, property damage or personal and advertising injury caused by:
a. the Named Insured’s acts or omissions; or
b. the acts or omissions of those acting on the Named Insured’s behalf, in the performance of the Named Insured’s ongoing operations at the trade show event premises during the trade show event.

2. The coverage granted by this paragraph does not apply to bodily injury or property damage included within the products-completed operations hazard. J. Vendor Any person or organization but only with respect to such person or organization’s liability for bodily injury or property damage arising out of your products which are distributed or sold in the regular course of such person or organization's business, provided that:

1. The coverage granted by this paragraph does not apply to:
a. bodily injury or property damage for which such person or organization is obligated to pay damages by reason of the assumption of liability in a contract or agreement unless such liability exists in the absence of the contract or agreement;
b. any express warranty unauthorized by the Named Insured; c. any physical or chemical change in any product made intentionally by such person or organization; d. repackaging, except when unpacked solely for the purpose of inspection, demonstration, testing, or the substitution of parts under instructions from the manufacturer, and then repackaged in the original container;
e. any failure to make any inspections, adjustments, tests or servicing that such person or organization has agreed to make or normally undertakes to make in the usual course of business, in connection with the distribution or sale of the products;
f. demonstration, installation, servicing or repair operations, except such operations performed at the such person or organization’s premises in connection with the sale of a product; g. products which, after distribution or sale by the Named Insured, have been labeled or relabeled or used as a container, part or ingredient of any other thing or substance by or for such person or organization; or h. bodily injury or property damage arising out of the sole negligence of such person or organization for its own acts or omissions or those of its employees or anyone else acting on its behalf. However, this exclusion does not apply to:
(1) the exceptions contained in Subparagraphs d. or f. above; or (2) such inspections, adjustments, tests or servicing as such person or organization has agreed with the Named Insured to make or normally undertakes to make in the usual course of business, in connection with the distribution or sale of the products.

2. This Paragraph J. does not apply to any insured person or organization, from whom the Named Insured has acquired such products, nor to any ingredient, part or container, entering into, accompanying or containing such products.

CNA74879XX (1-15) Policy No:

Effective Date:

Insured Name:

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CNA PARAMOUNT
General Liability Extension Endorsement

3. This Paragraph J. also does not apply:
a. to any vendor specifically scheduled as an additional insured by endorsement to this Coverage Part; b. to any of your products for which coverage is excluded by endorsement to this Coverage Part; nor c. if bodily injury or property damage included within the products-completed operations hazard is excluded by endorsement to this Coverage Part. K. Other Person Or Organization Any person or organization who is not an additional insured under Paragraphs A. through J. above. Such additional insured is an Insured solely for bodily injury, property damage or personal and advertising injury for which such additional insured is liable because of the Named Insured’s acts or omissions.

The coverage granted by this paragraph does not apply to any person or organization:

1. for bodily injury, property damage, or personal and advertising injury arising out of the rendering or failure to render any professional service;

2. for bodily injury or property damage included within the products-completed operations hazard; nor

3. who is specifically scheduled as an additional insured on another endorsement to this Coverage Part. 2. ADDITIONAL INSURED - PRIMARY AND NON-CONTRIBUTORY TO ADDITIONAL INSURED’S INSURANCE A. The Other Insurance Condition in the COMMERCIAL GENERAL LIABILITY CONDITIONS Section is amended to add the following paragraph:

If the Named Insured has agreed in writing in a contract or agreement that this insurance is primary and noncontributory relative to an additional insured's own insurance, then this insurance is primary, and the Insurer will not seek contribution from that other insurance. For the purpose of this Provision 2., the additional insured's own insurance means insurance on which the additional insured is a named insured.

B. With respect to persons or organizations that qualify as additional insureds pursuant to paragraph 1.K. of this endorsement, the following sentence is added to the paragraph above:

Otherwise, and notwithstanding anything to the contrary elsewhere in this Condition, the insurance provided to such person or organization is excess of any other insurance available to such person or organization.

3. BODILY INJURY – EXPANDED DEFINITION
Under DEFINITIONS the definition of bodily injury is deleted and replaced by the following:

Bodily injury means physical injury, sickness or disease sustained by a person, including death, humiliation, shock, mental anguish or mental injury sustained by that person at any time which results as a consequence of the physical injury, sickness or disease.

4. BROAD KNOWLEDGE OF OCCURRENCE/ NOTICE OF OCCURRENCE
Under CONDITIONS, the condition entitled Duties in The Event of Occurrence, Offense, Claim or Suit is amended to add the following:

A. BROAD KNOWLEDGE OF OCCURRENCE
The Named Insured must give the Insurer or the Insurer’s authorized representative notice of an occurrence, offense or claim only when the occurrence, offense or claim is known to a natural person Named Insured, to a partner, executive officer, manager or member of a Named Insured, or to an employee designated by any of the above to give such notice.

B. NOTICE OF OCCURRENCE
CNA74879XX (1-15) Policy No:

Effective Date:

Insured Name:

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CNA PARAMOUNT
General Liability Extension Endorsement
The Named Insured’s rights under this Coverage Part will not be prejudiced if the Named Insured fails to give the Insurer notice of an occurrence, offense or claim and that failure is solely due to the Named Insured’s reasonable belief that the bodily injury or property damage is not covered under this Coverage Part. However, the Named Insured shall give written notice of such occurrence, offense or claim to the Insurer as soon as the Named Insured is aware that this insurance may apply to such occurrence, offense or claim. 5. BROAD NAMED INSURED WHO IS AN INSURED is amended to delete its Paragraph 3. in its entirety and replace it with the following:

3. Pursuant to the limitations described in Paragraph 4. below, any organization in which a Named Insured has management control:
a. on the effective date of this Coverage Part; or
b. by reason of a Named Insured creating or acquiring the organization during the policy period, qualifies as a Named Insured, provided that there is no other similar liability insurance, whether primary, contributory, excess, contingent or otherwise, which provides coverage to such organization, or which would have provided coverage but for the exhaustion of its limit, and without regard to whether its coverage is broader or narrower than that provided by this insurance.

But this BROAD NAMED INSURED provision does not apply to:
(a) any partnership, limited liability company or joint venture; or (b) any organization for which coverage is excluded by another endorsement attached to this Coverage Part. For the purpose of this provision, management control means:

A. owning interests representing more than 50% of the voting, appointment or designation power for the selection of a majority of the Board of Directors of a corporation; or B. having the right, pursuant to a written trust agreement, to protect, control the use of, encumber or transfer or sell property held by a trust.

4. With respect to organizations which qualify as Named Insureds by virtue of Paragraph 3. above, this insurance does not apply to:
a. bodily injury or property damage that first occurred prior to the date of management control, or that first occurs after management control ceases; nor
b. personal or advertising injury caused by an offense that first occurred prior to the date of management control or that first occurs after management control ceases.

5. The insurance provided by this Coverage Part applies to Named Insureds when trading under their own names or under such other trading names or doing-business-as names (dba) as any Named Insured should choose to employ.

6. ESTATES, LEGAL REPRESENTATIVES, AND SPOUSES
The estates, heirs, legal representatives and spouses of any natural person Insured shall also be insured under this policy; provided, however, coverage is afforded to such estates, heirs, legal representatives, and spouses only for claims arising solely out of their capacity or status as such and, in the case of a spouse, where such claim seeks damages from marital community property, jointly held property or property transferred from such natural person Insured to such spouse. No coverage is provided for any act, error or omission of an estate, heir, legal representative, or spouse outside the scope of such person's capacity or status as such, provided however that the spouse of a natural person Named Insured and the spouses of members or partners of joint venture or partnership Named Insureds are Insureds with respect to such spouses’ acts, errors or omissions in the conduct of the Named Insured’s business.

CNA74879XX (1-15) Policy No:

Effective Date:

Insured Name:

Copyright CNA All Rights Reserved. Includes copyrighted material of Insurance Services Office, Inc., with its permission. 116

CNA PARAMOUNT
General Liability Extension Endorsement
not be deemed to be damages for personal and advertising injury and will not reduce the limits of insurance.

D. This PERSONAL AND ADVERTISING INJURY - LIMITED CONTRACTUAL LIABILITY Provision does not apply if Coverage B –Personal and Advertising Injury Liability is excluded by another endorsement attached to this Coverage Part. 17. PROPERTY DAMAGE – ELEVATORS
A. Under COVERAGES, Coverage A – Bodily Injury and Property Damage Liability, the paragraph entitled Exclusions is amended such that the Damage to Your Product Exclusion and subparagraphs (3), (4) and (6) of the Damage to Property Exclusion do not apply to property damage that results from the use of elevators.

B. Solely for the purpose of the coverage provided by this PROPERTY DAMAGE – ELEVATORS Provision, the Other Insurance conditions is amended to add the following paragraph:

This insurance is excess over any of the other insurance, whether primary, excess, contingent or on any other basis that is Property insurance covering property of others damaged from the use of elevators.

18. SUPPLEMENTARY PAYMENTS
The section entitled SUPPLEMENTARY PAYMENTS – COVERAGES A AND B is amended as follows:

A. Paragraph 1.b. is amended to delete the $250 limit shown for the cost of bail bonds and replace it with a $5,000. limit; and
B. Paragraph 1.d. is amended to delete the limit of $250 shown for daily loss of earnings and replace it with a $1,000. limit.

19. UNINTENTIONAL FAILURE TO DISCLOSE HAZARDS
If the Named Insured unintentionally fails to disclose all existing hazards at the inception date of the Named Insured’s Coverage Part, the Insurer will not deny coverage under this Coverage Part because of such failure.

20. WAIVER OF SUBROGATION - BLANKET
Under CONDITIONS, the Transfer Of Rights Of Recovery Against Others To Us Condition is amended to add the following:

The Insurer waives any right of recovery the Insurer may have against any person or organization because of payments the Insurer makes for injury or damage arising out of:

1. the Named Insured’s ongoing operations; or

2. your work included in the products-completed operations hazard. However, this waiver applies only when the Named Insured has agreed in writing to waive such rights of recovery in a written contract or written agreement, and only if such contract or agreement:

1. is in effect or becomes effective during the term of this Coverage Part; and

2. was executed prior to the bodily injury, property damage or personal and advertising injury giving rise to the claim. All other terms and conditions of the Policy remain unchanged.

This endorsement, which forms a part of and is for attachment to the Policy issued by the designated Insurers, takes effect on the effective date of said Policy at the hour stated in said Policy, unless another effective date is shown below, and expires concurrently with said Policy.

CNA74879XX (1-15) Policy No:

Effective Date:

Insured Name:

Copyright CNA All Rights Reserved. Includes copyrighted material of Insurance Services Office, Inc., with its permission. 117 118
119
120
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122
Carol Jacobs Holder Identifier : 7777777707070700077763616065553330773706456315547607443037663517300072640477147231020772405557067455207162011372270112075622735320767300774427735203677207704411712270130077727252025773110777777707000707007 6666666606060600062606466204446200620000624226202006222224260240220062220060400420020600002406226002006200004242260002062022260622622020600222424006222206222204240220622066646062240664440666666606000606006 Certificate No : 570106533130

CERTIFICATE OF LIABILITY INSURANCE DATE(MM/DD/YYYY)
06/20/2024
IMPORTANT: If the certificate holder is an ADDITIONAL INSURED, the policy(ies) must have ADDITIONAL INSURED provisions or be endorsed. If SUBROGATION IS WAIVED, subject to the terms and conditions of the policy, certain policies may require an endorsement. A statement on this certificate does not confer rights to the certificate holder in lieu of such endorsement(s).

THIS CERTIFICATE IS ISSUED AS A MATTER OF INFORMATION ONLY AND CONFERS NO RIGHTS UPON THE CERTIFICATE HOLDER. THIS

CERTIFICATE DOES NOT AFFIRMATIVELY OR NEGATIVELY AMEND, EXTEND OR ALTER THE COVERAGE AFFORDED BY THE POLICIES BELOW. THIS CERTIFICATE OF INSURANCE DOES NOT CONSTITUTE A CONTRACT BETWEEN THE ISSUING INSURER(S), AUTHORIZED REPRESENTATIVE OR PRODUCER, AND THE CERTIFICATE HOLDER. PRODUCER Aon Risk Services Northeast, Inc.

New York NY Office
One Liberty Plaza
165 Broadway, Suite 3201
New York NY 10006 USA PHONE
(A/C. No. Ext): E-MAIL ADDRESS:

INSURER(S) AFFORDING COVERAGE NAIC #
(866) 283-7122
INSURED INSURER A: Columbia Casualty Company 31127
INSURER B:

INSURER C:

INSURER D:

INSURER E:

INSURER F:

FAX
(A/C. No.): (800) 363-0105 CONTACT NAME: Baker Tilly US, LLP & Baker Tilly Advisory Group, LP
P.O. Box 7398
4807 Innovate Lane
Madison WI 53707-7398 USA
COVERAGES CERTIFICATE NUMBER: 570106533130 REVISION NUMBER: THIS IS TO CERTIFY THAT THE POLICIES OF INSURANCE LISTED BELOW HAVE BEEN ISSUED TO THE INSURED NAMED ABOVE FOR THE POLICY PERIOD INDICATED. NOTWITHSTANDING ANY REQUIREMENT, TERM OR CONDITION OF ANY CONTRACT OR OTHER DOCUMENT WITH RESPECT TO WHICH THIS

CERTIFICATE MAY BE ISSUED OR MAY PERTAIN, THE INSURANCE AFFORDED BY THE POLICIES DESCRIBED HEREIN IS SUBJECT TO ALL THE TERMS, EXCLUSIONS AND CONDITIONS OF SUCH POLICIES. LIMITS SHOWN MAY HAVE BEEN REDUCED BY PAID CLAIMS. Limits shown are as requested POLICY EXP (MM/DD/YYYY) POLICY EFF (MM/DD/YYYY) SUBR WVD

INSR LTRADDL TYPE OF INSURANCE LIMITS INSD POLICY NUMBER COMMERCIAL GENERAL LIABILITY CLAIMS-MADE OCCUR

POLICY LOC
EACH OCCURRENCE DAMAGE TO RENTED PREMISES (Ea occurrence) MED EXP (Any one person) PERSONAL & ADV INJURY GENERAL AGGREGATE

PRODUCTS - COMP/OP AGG
GEN'L AGGREGATE LIMIT APPLIES PER: PRO- JECT OTHER: AUTOMOBILE LIABILITY

ANY AUTO

OWNED AUTOS ONLY

SCHEDULED

AUTOS HIRED AUTOS ONLY NON-OWNED AUTOS ONLY
BODILY INJURY ( Per person) PROPERTY DAMAGE
(Per accident)
BODILY INJURY (Per accident) COMBINED SINGLE LIMIT
(Ea accident) EXCESS LIAB OCCUR CLAIMS-MADE AGGREGATE

EACH OCCURRENCE DED UMBRELLA LIAB

RETENTION
E.L. DISEASE-EA EMPLOYEE
E.L. DISEASE-POLICY LIMIT E.L. EACH ACCIDENT OTH- ER

PER STATUTE
Y / N
(Mandatory in NH) ANY PROPRIETOR / PARTNER / EXECUTIVE OFFICER/MEMBER EXCLUDED? N / A WORKERS COMPENSATION AND EMPLOYERS' LIABILITY If yes, describe under DESCRIPTION OF OPERATIONS below
ABF188122608 10/01/2023 10/01/2024 Per Claim
Professional Liability $1,000,000 Aggregate A Accountants Liability $1,000,000 DESCRIPTION OF OPERATIONS / LOCATIONS / VEHICLES (ACORD 101, Additional Remarks Schedule, may be attached if more space is required)

CERTIFICATE HOLDER CANCELLATION
City of Oakley AUTHORIZED REPRESENTATIVE
3231 Main St.

Oakley, CA 94561 USA
ACORD 25 (2016/03)
©1988-2015 ACORD CORPORATION. All rights reserved.

The ACORD name and logo are registered marks of ACORD

SHOULD ANY OF THE ABOVE DESCRIBED POLICIES BE CANCELLED BEFORE THE

EXPIRATION DATE THEREOF, NOTICE WILL BE DELIVERED IN ACCORDANCE WITH THE POLICY PROVISIONS.
123

STAFF REPORT

City of Oakley | 3231 Main Street, Oakley, CA 94561
O (925) 625-7000 | F (925) 625-9859 | www.oakleyca.gov
DATE: March 25, 2025
TO: Joshua McMurray, City Manager
FROM: Evan Gorman, Associate Planner
SUBJECT: Oakley Shops at Laurel Fields Master Sign Program and Sign Exception Permit (SP 25-01, SEP 25-01)
Summary
This is an application by Regency Centers, LP (“Applicant”) requesting approval of a Master Sign Program and Sign Exception Permit (SP 25-01, SEP 25-01) for the Oakley Shops at Laurel Fields Shopping Center located at the northeast corner of O’Hara Avenue and Laurel Road and anchored by Safeway grocery store ("Project"). The Master Sign Program would cover the Safeway and five commercial buildings including multiple tenant spaces and a Safeway fuel station. The sign exception permit allows signage to be customized to the site's unique development. It ensures proportional signage for the structures and permits comparably sized signs on both the street-facing and interior-facing façades of the shopping center. The project site is zoned RB (Retail Business) District: APNs 035-220-036, 035-220-037.

Background

GENERAL PLAN AND ZONING
• The General Plan Land Use Designation for the project site is Commercial (“CO”) as depicted in the Oakley 2022 Focused General Plan Update Figure 2-2 (Land Use Diagram).
• The site is zoned RB (Retail Business) District as depicted on the City of Oakley Zoning Map.

SIGN ORDINANCE
Regulations for commercial signage are found in Chapter 5 of Title 9 of the Oakley Municipal Code ("OMC") (Regulations of Signs and Outdoor Advertising). Master Sign Program regulations are specifically found in OMC Section 9.5.124 (City Council Sign Permits). The City Council is the decision-making body with authority to approve or deny an application for a Master Sign Program. OMC Section 9.5.116 (Sign Permits) provides the general standards for approval when analyzing and deciding on the application.

SIGN EXCEPTION PERMIT
Under Section 9.5.126 of Oakley’s municipal code, applicants may submit proposals for signage that deviates from standard regulations. These applications are subject Approved and
Forwarded to the
City Council
124

STAFF REPORT
CITY HALL | 3231 Main Street, Oakley, CA 94561 2
O (925) 625-7000 | F (925) 625-9859 | www.oakleyca.gov
to review by the City Council. The applicant is requesting approval of a Sign Permit Exception to increase the maximum size of signage on secondary frontages and to ensure the signage remains proportional to the size of the commercial buildings within the center and identifiable. A table is provided below that shows the proposed sign regulation that would exceed the Oakley Municipal Code (OMC):

Table 1 – Regulations in the Sign Program that exceed OMC Oakley Municipal Code Master Sign Program
Maximum cumulative sign area for
Secondary building frontage: 1/2 square
foot of sign area for each lineal foot of
secondary building frontage, except that
no sign may exceed 75 square feet.

Safeway’s side elevation sign, viewable
from O’Hara Avenue, would exceed this
requirement by approximately 45%.

Secondary signage for smaller tenants
may equal the size of the primary
signage so that businesses can be
identified from both the road as well as
from within the shopping center.

Project Description
A master sign program is designed to ensure uniform and consistent signage for an entire shopping center and to permit contextually appropriate signage when a development doesn’t match the scale of typical site development. The proposed master sign program for Oakley Shops at Laurel Fields:
• Outlines the regulations around the approval process for new signs. • Shows where signage is permitted on each of the seven Buildings. • Creates a set of regulations for maximum sign area and height that is appropriate for the larger scale of this development.
• Sets regulations that can be reutilized for decades as tenants come and go. • Describes the design of the proposed freestanding signs with the shopping center name on them.
• Provides standards for construction, maintenance, window signs, and temporary signs.

Analysis
The proposed Master Sign Program has been designed to ensure that all signage is compatible with the architectural character of the new shopping center. The placement and proportions of the signs are to be tailored to the scale of the individual tenant spaces, ensuring that both major and minor tenants have signage that is recognizable without being disproportionate to the façades. Additionally, the program encourages the use of professional materials. The program as presented 125

STAFF REPORT
CITY HALL | 3231 Main Street, Oakley, CA 94561 3
O (925) 625-7000 | F (925) 625-9859 | www.oakleyca.gov
encourages uniform, high-quality signage, enhancing the overall appearance of the project.

A sign exception permit is warranted to allow for signage that exceeds typical municipal standards because the shopping center represents a larger-scale development than is ordinarily encountered in the City. The sign exception permit would allow signs appropriately scaled to the size of the development and allow signage that is in line with modern shopping centers. The Master Sign Program enables a consistent level of visibility throughout the center, ensuring that customers can clearly locate individual businesses. This unique shopping center requires appropriately scaled signs and the proposal demonstrates that the minor deviations from the code are both reasonable and in the public interest.

Environmental Review
This project is exempt from the requirements of the California Environmental Quality Act ("CEQA") pursuant to CEQA Guidelines [Section 15061(b)(3)] because it can be seen with certainty that there is no possibility that the activity in question may have a significant effect on the environment.

Consistency with the Oakley Strategic Plan 27+
Holding a public hearing on this item is consistent with the goals in the section of the Oakley Strategic Plan 27+ entitled, “Community and Economic Development Goal”.

Reviewing applications for compliance with Oakley’s sign standards ensures thoughtful growth.

Fiscal Impact
There is no fiscal impact. This is a developer funded account. All Staff time and City of Oakley generated materials are charged to the account.

Staff Recommendation
Staff recommends the City Council adopt the resolution approving Oakley Shops at Laurel Fields Master Sign Program and Sign Exception Permit (SP 25-01, SEP 25-01), as conditioned.

Attachments

1. Vicinity Map

2. Public Hearing Notice

3. Oakley Shops at Laurel Fields Master Sign Program

4. Proposed Resolution
126
Vicinity Map
Oakley Shops at Laurel Fields Master Sign Program and Sign Exception Permit (SP 25-01, SEP 25-01) Northeast corner of O’Hara Avenue and Laurel Road, Oakley, CA 94561 APNs: 035-220-036, 035-220-037 127

NOTICE OF PUBLIC HEARING
Notice is hereby given that on March 25, 2025 at 6:30 p.m., or as soon thereafter as the matter may be heard, the City Council of the City of Oakley will hold a Public Hearing at the Council Chambers located at 3231 Main Street, Oakley, CA 94561 for the purposes of considering the item as described below:

Project Name: Oakley Shops at Laurel Fields Master Sign Program and Sign Exception Permit (SP 25-01, SEP 25-01)
Project Location: 998 Laurel Road, Oakley, CA 94561. Northeast corner of Laurel Road and O’Hara Avenue. APN 035-220-036, 035-220-037
Applicant: Regency Centers, LP, 1777 Botelho Drive, Walnut Creek, CA 94596. Contact Michelle Rooney at [email protected]
Request: Application by Regency Centers, LP (“Applicant”) requesting approval of a Master Sign Program and Sign Exception Permit (SP 25-01, SEP 25-01) for the Oakley Shops at Laurel Fields Shopping Center located at the northeast corner of O’Hara Avenue and Laurel Road and anchored by Safeway grocery store ("Project"). The Master Sign Program would cover the Safeway and five commercial buildings including multiple tenant spaces and a Safeway fuel station. The sign exception permit allows signage to be customized to the site's unique development. It ensures proportional signage for the structures and permits comparably sized signs on both the street-facing and interior-facing façades of the shopping center. The project site is zoned RB (Retail Business) District: APN 035-220-036, 035-220-037.

How to Review: The Staff Report and its attachments will be available for public review, on or before March 20, 2025 at City Hall, 3231 Main Street, Oakley, CA 94561 or online at www.ci.oakley.ca.us/agendas-minutes-videos-archive/ by navigating to the March 25, 2025 City Council agenda and clicking the project title link. (Note: City Hall is closed on the 1st and 3rd Fridays of each month). Interested persons are invited to submit written comments prior to and may testify at the public hearing. Written comments may be submitted to Evan Gorman, Associate Planner at the City of Oakley, 3231 Main Street, Oakley, CA 94561 or by email to [email protected].

NOTICE IS ALSO GIVEN pursuant to Government Code Section 65009(b) that, if this matter is subsequently challenged in Court by you or others, you may be limited to raising only those issues you or someone else has raised at a Public Hearing described in this notice or in written correspondence delivered to the City of Oakley City Clerk at, or prior to, the Public Hearing. 128
City of Oakley
Planning Division
3231 Main Street
Oakley, CA 94561
This is a Notice of Public Hearing
129
CA STATE CONTRACTOR LICENSE #826051 150 EXECUTIVE PARK BLVD, SUITE 200, SAN FRANCISCO, CA 94134 | 415.869.6460 | www.adart.com 1

MASTER SIGN PROGRAM
O’HARA AVE AND LAUREL ROAD, CA OAKLEY SHOPS AT LAUREL FIELDS PROPERTY OWNER:

OAKLEY REGENCY, LLC
1777 Botelho Dr. Ste 220
Walnut Creek, CA 94596
ARCHITECT:

JOHNSON LYMAN ARCHITECTS, LLC
1375 Locust St #202
Walnut Creek, 94596
Last updated: 02/19/2025

PHOTO / RENDERING / SITE PLAN
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5 6
7 8
9 10
11 12
13 14
15 16
17 18
19 20
21 22
23 24
Site Plan
Goals & Requirements
Building Elevations & Allowed Sign Areas - Shops
Building Elevations & Allowed Sign Areas - Pad 1
Building Elevations & Allowed Sign Areas - Pad 2
Building Elevations & Allowed Sign Areas - Pad 3
Building Elevations & Allowed Sign Areas - Pad 4
Building Elevations & Allowed Sign Areas - C-Store
Building Elevations & Allowed Sign Areas - Safeway
Safeway Sign Specifications
Freestanding Signs - Monument
Freestanding Signs - Pylon
Freestanding Signs - 3- Sided Monument
Allowable Sign Types
Allowable Lettering & Style
Anchor Tenant Sign Specifications
Major Tenant Sign Specifications
Minor Tenant Sign Specifications
Window Sign Specifications
Drive-Thru Sign Specifications
Leasing Sign Specifications & Information
Other Requirements & Restrictions

TABLE OF CONTENTS
A
B
C
C
C
C
C
C
C
C
D
D
D
E
E
F
F
F
G
G
H
I

PAGE SECTION TITLE
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SITE PLAN

SECTION A
A. Multiple tenant Monument sign
B. Pylon Sign
C. 3-Sided Fuel Center Monument Sign
A
C
B
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GOALS & REQUIREMENTS

SECTION B
The goals of this Master Sign Program (MSP) are to:

1. Ensure uniform and consistent signage for the entire shopping center.

2. Preserve and enhance the appearance of the shopping center development.

3. Safeguard and enhance property values.

4. Encourage the use of quality signage that is integrated and harmonious with the buildings and the shopping center.

Requirements:

1. All proposed signage (including but not limited to wall, monument/ground, under canopy, and wayfinding signs) shall conform to this MSP document and the Oakley Municipal Code.

2. In the event of any conflict between the provisions of this MSP and the Oakley Municipal Code, the provisions of this MSP shall prevail.

3. Sign approval process. Before fabrication of each proposed sign or change of copy, tenants shall do the following:
◦ Prepare a set of to-scale electronic plans of the proposed sign(s), which shall include the following details:
site plan, tenant/store name, proposed location, quantity, size, style of lettering, material, type of illumination, section-thrus, installation details, color selection, logo design, and wall graphics. ◦ Receive approval from the Landlord before submitting to the City of Oakley. ◦ Submit applicable Building permit(s) for review and approval from the City of Oakley Building Division.

4. Tenant shall be responsible for the fulfillment of all requirements and specifications for proposed signage, including obtaining all applicable approvals, payment of applicable fees and expenses, installation, structural support, electrical services, and maintenance.

5. All signs subject to this MSP shall comply with all applicable laws, ordinances, rules, and regulations.

6. Any proposed variations, modifications, or additions to this MSP shall be submitted to the City of Oakley Director of Community Development for approval by separate Planning permit application. 133
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BUILDING ELEVATIONS & ALLOWED SIGN AREAS
SECTION C - SHOPS - 5000 SF +/-
* The final allowable sign area is determined by the tenant's overall square footage at the time of leasing.

North Elevation
South Elevation
East Elevation
West Elevation
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BUILDING ELEVATIONS & ALLOWED SIGN AREAS
SECTION C - PAD 1 - 7000 SF +/-
* The final allowable sign area is determined by the tenant's overall square footage at the time of leasing.

North Elevation
West Elevation
East Elevation
South Elevation
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BUILDING ELEVATIONS & ALLOWED SIGN AREAS
SECTION C - PAD 2 - 4680 SF +/-
* The final allowable sign area is determined by the tenant's overall square footage at the time of leasing.

North Elevation
West Elevation
East Elevation
South Elevation
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BUILDING ELEVATIONS & ALLOWED SIGN AREAS
SECTION C - PAD 3 - 4000 SF +/-
* The final allowable sign area is determined by the tenant's overall square footage at the time of leasing.

East Elevation
South Elevation
North Elevation
West Elevation
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BUILDING ELEVATIONS & ALLOWED SIGN AREAS
SECTION C - PAD 4 - 2465 SF +/-
East Elevation
South Elevation
North Elevation
West Elevation
* A change in store brand requires Shopping Center and City approval of new sign standards. 138
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BUILDING ELEVATIONS & ALLOWED SIGN AREAS

SECTION C - C STORE -SAFEWAY
6'-0" 1'-11 1/4"
4'-7"
East Elevation
South Elevation
North Elevation
West Elevation
* A change in store brand requires Shopping Center and City approval of new sign standards. 139
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BUILDING ELEVATIONS & ALLOWED SIGN AREAS
SECTION C - SAFEWAY - 55,500 SF +/-
East Elevation
South Elevation
North Elevation
West Elevation
26’-11”
17’-6 3/8”
26’-11”
26’-11”
5’-0 1/2”
5’-0 1/2”
5’-0 1/2”
4’-1” 4’-0” 4’-0”
1’-0”
4’-0”
4’-0”
* A change in store brand requires Shopping Center and City approval of new sign standards. 140
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SAFEWAY SIGN SPECIFICATIONS
SECTION C - SAFEWAY - 55,500 SF +/-
9 SF
16 SF
25 SF

6.17 SF
8"
9'-2 1/2"
A
B
E
D
C
* A change in store brand requires Shopping Center and City approval of new sign standards. 141
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FREESTANDING SIGNS - MONUMENT

SECTION D
18'-11"
14'-7"
5’-4”
6’-2”
5’-2” 6’-6”
2’-4” 2’-4”
2’-0”
2’-4”
Tenant Panels - Internally Illuminated
Routed out alum,
1/2” acrylic push-thru letters/logo
Vinyl overlay graphics
Total Sign Area Per Side: 88.14 SF
Total number of monument: 1
13'-9"
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FREESTANDING SIGNS - PYLON

SECTION D
Tenant Panels - Internally Illuminated
Routed out alum,
1/2” acrylic push-thru letters/logo
Vinyl overlay graphics
Total Sign Area Per Side: 90.97 SF
Total number of pylon: 1
20’-0”
A
T
L
A
U
R
E
L
F I E
L
D
S

OAKLEY SHOPS
12'-11"
8’-10”
9'-6"
6’-6”
3'-0"
3'-0"
8 3/4"
6 3/4"
3’-0” 3’-0” 3’-0”
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SECTION D
Total Sign Area (all 3 sides): 60.75 SF
Total number of 3-sided monument: 1
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ALLOWABLE SIGN TYPES

SECTION E

FACE ILLUMINATED
Illuminated Polycarbonate Faced, 3" deep Channel Letter display with through face illumination. Use standard aluminum construction with Matthews (or equivalent) satin acrylic polyurethane finish. Faces use translucent Lexan with trim cap. Illuminate with LED. Paint trim caps and returns any color.

DAY NIGHT DAY NIGHT

HALO ILLUMINATED
Illuminated Reverse Pan, 3" deep Channel Letter display with halo illumination. Use standard aluminum construction with Matthews (or equivalent) satin acrylic polyurethane finish. Illuminate with LED.

Paint faces and returns any color.

MATERIAL THICKNESS GUIDE:

Polycarbonate/Plexiglass Faces .125" Min
Aluminum Letter Backs .063" Min.

Aluminum Letter Returns .040" (19 gauge) Min
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ALLOWABLE LETTERING & STYLE

SECTION E
* Tenants shall primarily use Nationally Recognized Logo & Copy prior to considering Arial.

Arial

ABCDEFGHIJKLMNOPQRST
UVWXYZabcdefghijklmnop
qrstuvwxyz1234567890
Arial

ABCDEFGHIJKLMNOPQRST
UVWXYZabcdefghijklmnop
qrstuvwxyz1234567890
Arial Bold

ABCDEFGHIJKLMNOPQRST
UVWXYZabcdefghijklmnop
qrstuvwxyz1234567890
Arial Narrow Bold

ABCDEFGHIJKLMNOPQRST
UVWXYZabcdefghijklmnop
qrstuvwxyz1234567890
Arial Italic

ABCDEFGHIJKLMNOPQRST
UVWXYZabcdefghijklmnop
qrstuvwxyz1234567890
Arial Narrow Italic

ABCDEFGHIJKLMNOPQRST
UVWXYZabcdefghijklmnop
qrstuvwxyz1234567890
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ANCHOR TENANT SIGN SPECIFICATIONS

SECTION F
6'-0"
Number of Signs
(maximum) 10
Sign Area
(maximum)
Maximum cumulative sign area: Maximum
cumulative area shall be divided among
building frontages within the limits specified
below:
• Primary building frontage: 1 square foot of
sign area for each lineal foot of primary
building frontage up to 150 linear feet. 1
square foot of sign area for each lineal foot
of primary building frontage. Sign area shall
not exceed 500 square feet.
• Secondary building frontage: 1 square foot
of sign area for each lineal foot of
secondary building frontage, not to exceed
200 square feet.

Copy Height
(maximum) 72 inches
* The size of a sign is measured by the square area of the sign face (to the perimeter of the sign) or, for random-element signs, the area of a circle or the smallest polygon containing six or fewer sides of the sign face. The supporting bracing, framework, or architectural embellishments of the sign that are clearly incidental to the display shall not be computed as sign area.

Tenants over 50,000 SF

MAX HEIGHT
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MAJOR TENANT SIGN SPECIFICATIONS

SECTION F

TENANT LOGO
3'-0"
Number of Signs
(maximum)
3 (4 signs allowed if occupying full pad)
Sign Area
(maximum)
Maximum cumulative sign area: Maximum
cumulative area shall be divided among
building frontages within the limits specified
below:
• Primary & secondary building frontage: 1
square foot of sign area for each lineal foot
of primary building frontage up to 150
linear feet. 1 square foot of sign area for
each lineal foot of primary building
frontage. Sign area shall not exceed 150
square feet.

Copy Height
(maximum) 36 inches
* The size of a sign is measured by the square area of the sign face (to the perimeter of the sign) or, for random-element signs, the area of a circle or the smallest polygon containing six (6) or fewer sides of the sign face. The supporting bracing, framework, or architectural embellishments of the sign that are clearly incidental to the display shall not be computed as sign area. * Exception: Pad 4 and the C-Store may have primary logos with dimensions as depicted on page 9 and 10, respectively. A change in store brand requires Shopping Center and City approval of new sign standards.

Tenants occupying entire pads & tenants over 3500 SF

MAX HEIGHT
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MINOR TENANT SIGN SPECIFICATIONS

SECTION F

TENANT LOGO
2'-6"
Number of Signs
(maximum)
2 (3 signs allowed if located at a corner)
Sign Area
(maximum)
1 square foot of sign area for each lineal foot of
primary building frontage. Sign area shall not
exceed 50 square feet.

Copy Height
(maximum) 30 inches
* The size of a sign is measured by the square area of the sign face (to the perimeter of the sign) or, for random-element signs, the area of a circle or the smallest polygon containing six or fewer sides of the sign face. The supporting bracing, framework, or architectural embellishments of the sign that are clearly incidental to the display shall not be computed as sign area.

Tenants under 3500 SF

MAX HEIGHT
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CA STATE CONTRACTOR LICENSE #826051 150 EXECUTIVE PARK BLVD, SUITE 200, SAN FRANCISCO, CA 94134 | 415.869.6460 | www.adart.com 21 Window Signs. A permanent window sign shall be
included in the maximum cumulative sign area for a use
as specified in Sections 9.5.128 and 9.5.130 (specific
land use signs), but need not obtain a sign permit when it complies with the following requirements:
• The window sign is not a residential building or a
residential tenant space in a mixed use building; and
• The window sign is of professional quality; and
• The window sign is located only on a ground floor
window. Ground floor windows include a ground floor
window in an entry door identifying an above or
below ground use to which the door leads; and
• The window sign shall occupy no more than thirty
percent (30%) of the ground floor window area on
any building frontage; and
• In the case of exposed neon signs and internally
illuminated cabinet signs, the window sign shall be
placed no closer than three linear feet to another
neon or internally illuminated sign. When multiple
neon or internally illuminated signs are posted, they
shall be posted on a single horizontal plane.

Specifications:

1. Decals color to be White first surface applied
vinyl. Letters shall be a minumum of 1/4" in
height. All logos/copies shall not exceed 80% of
door/window width. One-lined logo/copies shall
not exceed 5" in height, and stacked logo/copies
shall not exceed 9" in height.

2. Each tenant who has a non-customer door for
receiving merchandise may have uniformly
applied on said door in location, as directed by
the Project Architect, in three (3) inch high block
letters, the tenant's name and address. Where
more than one tenant uses the same door, each
name and address shall be applied. Colors of
letters shall White first surface applied vinyl.

Letters shall be a minumum of 1/4" in height.

3. Suite numbers are to be 5" tall White first
surface applied vinyl. They are to be centered on
the glass vertically and horizontally.
* See page 16 for Allowable Lettering & Style.

WINDOW SIGN SPECIFICATIONS

SECTION G
Tenant Name
Hours:

Mon - Fri, 9am - 5pm
Sat - Sun, 11am - 6pm
5’-0” FROM CENTER OF LOGO/BUSINESS NAME TO GRADE
1/4” =/+
Tenant Name
Hours:

Mon - Fri, 9am - 5pm
Sat - Sun, 11am - 6pm
5” =/- 9” =/-
5”
80% OF WINDOW WIDTH 80% OF WINDOW WIDTH
129
EQ
EQ
EQ
EQ
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DRIVE-THRU SIGN SPECIFICATIONS

SECTION G
Uses in this classification include fast-food restaurants, grocery stores, pharmacies, dry cleaners, and retail
banks with drive-through window service.
• Menu signs in conjunction with a drive-through
business, two menu boards not to exceed thirty (30)
square feet each.
• Not more than three on-site directional signs will be placed in, at, along, or in reference to the drivethrough aisle for drive-through use. 151
CA STATE CONTRACTOR LICENSE #826051 150 EXECUTIVE PARK BLVD, SUITE 200, SAN FRANCISCO, CA 94134 | 415.869.6460 | www.adart.com 23 The signage standards ensure consistency of production, quality and brand integrity on a national level. Property signage has a significant impact on a center’s
appearance and should reflect high-quality standards.

LEASING SIGN SPECIFICATIONS & INFORMATION

SECTION H
Key Colors
Permanent In-Ground Property Signs Temporary Window Signs 152
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OTHER REQUIREMENTS & RESTRICTIONS

SECTION I
The following signs are prohibited:

1. Vertical copy signs

2. Signs projecting perpendicular to the building

3. Advertising devices such as attraction boards and flags

4. Painted, flashing, animated, audible, revolving, or other signs that create the illusion of an animation

5. Exposed bulb signs

6. Cabinet signs

7. Awning/canopy-mounted or hung signs

8. Sign company decals
Temporary Banners:

Businesses may display temporary banners for events like "Coming Soon" or "Grand Opening." All banners must be professionally produced, properly installed, and pre-approved by the landlord. They must adhere to MSP guidelines and applicable city requirements.

Temporary banners are allowed for up to 60 days.

Construction & Maintenance Requirements:

1. Location of all sign panel/raceway conduit penetrations in fascia or building wall shall be indicated by the sign contractor on drawings submitted to the Landlord.

2. No junction boxes, lamps, wires, transformers, tubing, conduits, or neon crossovers shall be exposed.

3. All signs and raceways must bear the "U.L." label and must comply with the City of Oakley Building Division requirements.

4. Contractors installing signs shall be State-registered contractors and have a current City business license and insurance (per LL's minimum requirements).

5. Maintenance of the signs. Every sign and all parts, portions and materials comprising the sign, together with the frame background, raceway, support or anchorage, shall be maintained by Tenant in first-class condition and state of repair. The display surface of all signs shall be kept clean, neatly painted and free from rust or corrosion. All such signs shall comply with all applicable laws, ordinances, rules and regulations and the Shopping Center's MSP. Any crack, broken surface, malfunctioning light, missing sign copy or other unmaintained or damaged portion of a sign shall be repaired or replaced within thirty (30) calendar days following notification by LL. Any sign not properly maintained shall constitute a public nuisance and may be abated.

6. It will be the responsibility of the tenant to promptly remove all storefront signs and to satisfactorily patch holes, "cap-off" the electrical wiring repair all damage caused thereby upon vacating the premises.

7. Each sign contractor must seal off and touch up all mounting holes and leave premises free of debris after installation as well as after removal (upon vacating the Premises).

8. Tenants must connect their devices to the house timer to ensure all systems operate simultaneously. In cases where connection to the house timer is not feasible, tenants must adhere to the operating hours established by the landlord.
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Resolution No. -25 Page 1 of 4
RESOLUTION NO. -25

A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF OAKLEY MAKING

FINDINGS AND APPROVING A MASTER SIGN PROGRAM AND SIGN EXCEPTION PERMIT FOR THE PROJECT KNOWN AS “OAKLEY SHOPS AT LAUREL FIELDS (SP 25-01, SEP 25-01)” LOCATED AT THE NORTHEAST CORNER OF O’HARA AVENUE AND LAUREL ROAD; APNs 035-220-036, 035-220-037
WHEREAS, on January 28, 2025, Michelle Rooney of Regency Centers, LP (“Applicant”) filed an application requesting approval of a Master Sign Program (SP 25- 01) and Sign Exception Permit (SEP 25-01) for the Oakley Shops at Laurel Fields Shopping Center located at the northeast corner of O’Hara Avenue and Laurel Road, and anchored by Safeway Grocery Store. The project site is zoned RB (Retail Business) District and designated Commercial (CO) in the Oakley General Plan. APNs 035-220- 036, 035-220-037; and
WHEREAS, the Applicant's plans include the Master Sign Program, its exhibits, and a conceptual site plan of the shopping center ("Plans"); and WHEREAS, on February 25, 2025, the project application was deemed complete per Government Code Section 65920 et seq.; and
WHEREAS, the proposal for approval of a Master Sign Program and Sign Exception Permit is exempt from the requirements of the California Environmental Quality Act ("CEQA") pursuant to CEQA Guidelines [Section 15061 (b)(3)] because it can be seen with certainty that there is no possibility that the activity in question may have a significant effect on the environment; and
WHEREAS, on or before March 14, 2025, the Notice of Public Hearing for the project was posted at Oakley City Hall located at 3231 Main Street, outside the gym at Delta Vista Middle School located at 4901 Frank Hengel Way, outside the library at Freedom High School located at 1050 Neroly Road, and at the project site. The notice was also mailed out to all owners of property within a 500-foot radius of the project's boundaries, interested agencies, and to parties requesting such notice; and WHEREAS, on March 25, 2025, the City Council opened the public hearing and received a report from City Staff, oral and written testimony from the Applicant and public, and deliberated on the project. At the conclusion of its deliberations, the City Council took a vote and adopted this resolution to approve the project, as revised by the City Council during its deliberations; and
WHEREAS, if any term, provision, or portion of these Findings or the application of these Findings to a particular situation is held by a court of competent jurisdiction to be invalid, void or unenforceable, the remaining provisions of these Findings, or their application to other actions related to the Project, shall continue in full force and effect unless amended or modified by the City; and
154
Resolution No. -25 Page 2 of 4
WHEREAS, these Findings are based on the City's General Plan, the City's Sign Ordinance, and the information submitted to the City Council at its March 25, 2025, meeting, both written and oral, including oral information provided by the Applicant, as reflected in the minutes of such meetings, together with the documents contained in the file for the Project (hereafter the "Record").

A. Regarding the application requesting approval of a Master Sign Program for “Oakley Shops at Laurel Fields (SP 25-01)”, the City Council finds that:

1. The Master Sign Program permits signs that will be visually compatible with the shopping center as well as other commercial development throughout the City.

2. The placement of the signs will not be unsafe for pedestrians, bicyclists, or motorists in that placement will require Building permits that include a review of visibility effects as well as proper installation.

3. The program encourages signs of professional quality.

4. The size of the signs and letters will allow for people to read them safely and conveniently in that the signs are sized appropriately for both major and minor tenants.

5. The signs will not impair visibility of other signs as the proposed siting of freestanding signs and designated wall sign locations have been considered to avoid visibility issues.

B. Regarding the application requesting approval of a Sign Exception Permit for “Oakley Shops at Laurel Fields (SEP 25-01)”, the City Council finds that:

6. The proposed exceptions conform as closely as practicable to the sign size, number and placement regulations set forth in Oakley’s municipal code.

7. The proposed exceptions ensure that signs are architecturally compatible with the shopping center and do not inhibit the use of high-quality materials, which allows conformance with the purposes of the zoning ordinance.

8. Strict adherence to the sign regulations in the zoning ordinance would not allow for adequate site identification because of the site’s unique shopping center configuration and large scale.

C. The project complies with Measure J Growth Management requirements.

BE IT FURTHER RESOLVED THAT, on the basis of the above Findings and the Record, the City Council approves the Applicant's request for approval of the project titled, 155
Resolution No. -25 Page 3 of 4
" Oakley Shops at Laurel Fields Master Sign Program and Sign Exception Permit (SP 25- 01, SEP 25-01)," subject to the following Conditions of Approval:

Conditions of Approval
Applicant shall comply with the requirements of the Oakley Municipal Code. Any exceptions must be stipulated in these Conditions of Approval. Conditions of Approval are based on the plans date stamped received by the Planning Division on February 25, 2025 and made part of the City Council’s meeting packet for March 25, 2025, as well as additional information acquired since that time and made a part of the project file.

THE FOLLOWING CONDITIONS OF APPROVAL SHALL BE SATISFIED PRIOR TO

THE ISSUANCE OF A BUILDING PERMIT UNLESS OTHERWISE NOTED (BOLD CONDITIONS ADDED OR AMENDED AT PUBLIC HEARING):

Planning Division Conditions
General:

1. This Master Sign Program and Sign Exception Permit is approved, as shown on the plans, date stamped by the Planning Division on February 25, 2025, and as conditioned herein.

2. This Master Sign Program and Sign Exception Permit (SP 25-01, SEP 25-01) shall be effectuated immediately upon adoption of this resolution, and all proposed signs covered by the Master Sign Program ("MSP") shall still require a building permit prior to installation unless otherwise exempt. Planning approval is also still required.

3. All conditions of approval shall be satisfied by the owner/developer. All costs associated with compliance with the conditions shall be at the owner/developer's expense.

4. The Applicant shall indemnify, defend, and hold harmless the City of Oakley, the City Approving Authorities, and the officers, agents, and employees of the City from any and all claims, damages and liability (including, but not limited to, damages, attorney fees, expenses of litigation, costs of court).

Advisory Notes
The following Advisory Notes are provided to the Applicant as a courtesy but are not a part of the conditions of approval. Advisory Notes are provided for the purpose of informing the Applicant of additional ordinance requirements that must be met in order to proceed with development.

A. The Applicant/owner should be aware of the expiration dates and renewing requirements prior to requesting building or grading permits. 156
Resolution No. -25 Page 4 of 4
B. The project will require a grading permit pursuant to the Ordinance Code.

C. Applicant shall comply with the requirements of Ironhouse Sanitary District.

D. The Applicant shall comply with the requirements of the Diablo Water District.

E. Comply with the requirements of the East Contra Costa Fire Protection District.

F. The applicant shall comply with the requirements of Contra Costa Environmental Health if subject to applicable permits.

G. Comply with the requirements of the Building Inspection Division. Building permits are required prior to the construction of most structures.

H. This project may be subject to the requirements of the Department of Fish and Game. It is the Applicant's responsibility to notify the Department of Fish and Game, P.O. Box 47, Yountville, California 94599, of any proposed construction within this development that may affect any fish and wildlife resources, per the Fish and Game Code.

I. This project may be subject to the requirements of the Army Corps of Engineers.

It is the Applicant's responsibility to notify the appropriate district of the Corps of Engineers to determine if a permit is required, and if it can be obtained.

J. The Applicant shall obtain an encroachment permit for construction within existing City rights of way.

PASSED, APPROVED AND ADOPTED this 25th day of March 2025 by the following vote.

AYES:

NOES:

ABSTENTION:

ABSENT:

APPROVED:

Shannon Shaw, Mayor
ATTEST:
____________________
Kim Snodgrass, City Clerk Date
157

STAFF REPORT

City of Oakley | 3231 Main Street, Oakley, CA 94561
O (925) 625-7000 | F (925) 625-9859 | www.ci.oakley.ca.us DATE: March 25, 2025
TO: Joshua McMurray, City Manager
FROM: Jeri Tejeda, Administrative Services Director
SUBJECT: Receive an Update on the Senior Center Project Background and Analysis
On February 25, 2025 at the mid-year budget review, staff brought the new senior programming plan to the City Council. This plan included utilizing the space at the Recreation Center that was formally the after-school program room, as the new space for seniors. It also included a plan for the City to take over senior programming and provide a full schedule of programming for seniors.

At the same meeting $153,000 was appropriated to be used for construction and furniture to upgrade the space to make it senior friendly and ensure the space has the necessities to function as a social space and dining area. While the money was allocated, it was noted that staff would only utilize the funding if the grant funding that staff had applied for did not come through.

Staff received notice that the City had been awarded the grant in the amount of $250,000. As we worked to get a contract in place so that we could begin construction, it was determined that some of our expenditures were considered ineligible for the grant as they were considered capital improvements and not maintenance or upgrades. In addition, the grant funding was originally anticipated to be funded in March 2025. This date has been extended to July 2025 at the earliest.

While it was determined some of the upgrades may be eligible for the grant, they are still not available until after July. This timeline would delay several projects as we would not be able to vacate the current senior building that is scheduled for demolition, until September at the earliest.

Rather than postpone the senior project any further, staff believed it was best to begin construction at the new senior space utilizing the $153,000 approved at the February 25, 2025 meeting. This will also allow other projects to stay on the original timeline including the demolition of the current building used by the seniors.

Staff will continue to work with the grant provider to determine if other eligible expenses can qualify for the funding. At this time, we can confirm at least $140,000 Approved and
Forwarded to the
City Council
158

STAFF REPORT
CITY HALL | 3231 Main Street, Oakley, CA 94561 2
O (925) 625-7000 | F (925) 625-9859 | www.ci.oakley.ca.us of eligible grant expenses will be awarded, but not able to be spent until after we have a contract in place. This will be used for contract instructor costs, program supplies and a portable awning to protect from inclement weather. The grant funding will span a two-year period from the date of the contract. Expenses until that date will be covered by the City.

Staff anticipates an opening of the Senior Center no later than May 1st. As soon as the date is confirmed, we will share that with the City Council and the public.

Staff is working hard to ensure a smooth transition and have several meetings planned over the next few weeks including finalizing contract instructors as well as a meeting open to the Senior Community to share some of the details of what is to come. We are excited to welcome our Senior Community to their new home.

Consistency with the Oakley Strategic Plan 27+
This agenda item is consistent with the Strategic Plan 27+ goal for Community and Collaborative Partnerships in building a strong community and collaborative partnerships to be mutually beneficial and shared goals.

Fiscal Impact
There is no fiscal impact associated with this item as it is an update only. The funding for this project was approved at a previous meeting and any ongoing costs will be provided in the FY 2025/26 Budget.

Staff Recommendation
Staff recommends the City Council receive the update on the Senior Center Project.

Attachments
159