Agenda packet — Oakley City Council, August 12, 2025

AGENDA

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
Tuesday, August 12, 2025
6:30 PM
Oakley City Council Chambers, 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.oakleyca.gov.

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, in the Main Lobby of Oakley City Hall.

Agendas may be picked up at Oakley City Hall for no charge. To request information regarding placement on the City's agenda e-mail distribution list, please contact us at (925) 625-7000.

We provide social media options to stay connected to City Hall through Facebook, X, Next Door and Instagram.

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/Oakley Public Financing Authority

1.2 Pledge of Allegiance to the Flag

1.3 Certificate of Recognition to Jeanne Krieg for being inducted into the American Public Transportation Associations Hall of Fame

1.4 Presentation on Snug As a Bug Bags and Oakley Fiber Arts Class Collaboration (Allison Norris, Snug As a Bug Bags Founder, and Donna Baker, Oakley Recreation Fiber Arts instructor)

2. PUBLIC COMMENTS

3. COUNCILMEMBER COMMENTS

4. CONSENT CALENDAR
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.oakleyca.gov/publiccomment.

Oakley City Council/Oakley City Council Acting as the Successor Agency to the Oakley Redevelopment Agency/Oakley Public Financing Authority
Certificate
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 2 4.1 Approve Minutes from the Regular Joint City Council/City Council Acting as the Successor Agency to the Redevelopment Agency/ Public Financing Authority Meeting held July 8, 2025 (Kim Snodgrass, City Clerk)

4.2 Waive the Second Reading and Adopt Ordinance No's 10-25, 11-25 and 12-25 Adopting Zoning Text Amendments related to the Housing Element Action Implementation of Policy Actions 1.1, 3.5, and 3.6 (Jose Cortez, Senior Planner)

4.3 Adopt a Resolution accepting the Construction Project and Approving the Contract Amendment associated with Capital Improvement Project Number 311 - Fiscal Year (FY) 2024/25 Curb, Gutter, & Sidewalk Repair and Replacement Project (Kevin Rohani, P.E., Public Works Director/City Engineer)

4.4 Adopt two Resolutions Approving a Subdivision Improvement Agreement and Final Map for Burroughs Subdivision 9557 located at the northeast corner of East Cypress Road and Knightsen Avenue (Kevin Rohani, P.E., Public Works Director/City Engineer)

4.5 Adopt a Resolution Awarding a Contract to Monarch Landscape Company for the Recreation Baseball Field Renovation – CIP No. 328 (Kevin Rohani, Public Works Director/City Engineer)

4.6 Adopting a Resolution Approving a Contract Amendment and Authorizing the City Manager to Execute an Addendum to the Agreement for the Construction Contract with Sukut Construction, LLC Related to Capital Improvement Project (CIP) 310 – East Cypress Road Canal Undergrounding Project, CCWD Segment 5A (Kevin Rohani, P.E., Public Works Director/City Engineer
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.

Minutes
Ordinance No. 10-25 - Policy Action 1.1
Ordinance No. 11-25 - Policy Action 3.5
Ordinance No. 12-25 - Policy Action 3.6
Staff Report

1. Resolution

2. Notice of Completion

3. Contract Amendment
Staff Report

1. Vicinity Map

2. Resolution FM.

3. Resolution SIA

4. Subdivision Improvement Agreement

5. Final Map
Staff Report

1. Resolution

2. Proposal - Monarch Landscape Company
3 4.7 City of Oakley Investment Report (4th Quarter FY 2024/25) (Jeri Tejeda, Administrative Services Director)

4.8 City of Oakley as Successor Agency to the Oakley Redevelopment Agency Quarterly Investment Report (4th Quarter FY 2024/25) (Jeri Tejeda, Administrative Services Director)

5. PUBLIC HEARINGS

6. REGULAR CALENDAR

7. REPORTS

7.1 CITY MANAGER
(a) City Manager
(b) Business License Update
(c) Fireworks Update (Lt. Robert Roberts)
(d) Mid-Year Police Department Review (Police Chief Paul Beard)

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

8.1 Update on Studio 55 and Senior Programming (Jeri Tejeda, Administrative Services Director)

9. CLOSED SESSION

9.1 CONFERENCE WITH REAL PROPERTY NEGOTIATORS Pursuant to Government Code Section 54956.8
Property: 3650-3660 Main Street, Oakley, CA, APN 035-122-008 and 035-164- 002
Agency Negotiator: Joshua McMurray, City Manager
Negotiating Party: Celine Mui Simon, TRI Commercial
Staff Report

1. Resolution
Staff Report

1. City of Oakley Investment Report for the quarter ended June 30, 2025

2. FY 2025 City Investment Worksheet
Staff Report

1. City of Oakley as Successor Agency to the Redevelopment Agency Investment Report for the quarter ended June 30, 2025.
(b) July 2025 New Business Licenses
Staff Report
Senior Update Presentation
4 Under Negotiation: Price and term of payment

10. ADJOURN
5 This Certificate Proudly Presented by the City
of Oakley
to
Jeanne Krieg
In recognition of her induction into the 2025
American Public Transportation Association’s
Hall of Fame
August 12, 2025 __________________
Date Shannon Shaw, Mayor
6 MINUTES OF THE REGULAR JOINT MEETING OF THE OAKLEY CITY

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

OAKLEY REDEVELOPMENTAGENCY/OAKLEY PUBLIC FINANCING AUTHORITY HELD JULY 8, 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. Vice Mayor Hugh Henderson and Councilmembers George Fuller, Aaron Meadows and Anissa Williams were also present.

1.2 Pledge of Allegiance to the Flag
Councilmember Meadows led the Pledge of Allegiance to the Flag.

1.3 CalEd Award of Merit for the City of Oakley + Los Medanos College Community Education Oakley Entrepreneurial Workshop Program - Presented by Stephen Baiter with the CALED Board of Directors and Juliette Casey and Natalie Hannum with Los Medanos College
Stephen Baiter, Dave Wahl and Juliette Casey presented an Award of Merit to the City of Oakley for the Entrepreneurial Workshop Program.

Peter Meyers with Supervisor Burgis’ office presented a certificate to the City of Oakley to acknowledge their ongoing work in economic development.

1.4 Proclamation Recognizing Park & Recreation Month (Jesse Dela Cruz, Public Works Maintenance Manager and Troy Faulk, Recreation Manager) Mayor Shaw read and presented the proclamation to Jesse Dela Cruz, Public Works Maintenance Manager and Troy Faulk, Recreation Manager.

1.5 BART Update (Mark Foley, Board President)
Mark Foley, BART Board President, provided an update to the City Council. 7 1.6 Train Platform Update (Nathan Alastra, San Joaquin Regional Rail Commission)
Nathan Alastra, San Joaquin Regional Rail Commission Operations Superintendent, provided an update to the City Council.

2. PUBLIC COMMENTS
Public Comments were provided by Jean-Marc Petit and Oleksii Chuiko.

A Public Comment was received by William Ulitsky and will be entered into the Public Record.

3. COUNCILMEMBER COMMENTS
None

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 Authority Meeting held June 10, 2025 (Kim Snodgrass, City Clerk)

4.2 Ratify Election: Adopt Ordinance No. 06-25 Authorizing the Levy of a Special Tax on Parcels of Land within Tax Area Zone 198 within the Oakley Special Police Tax Area for Police Protection Services for the 486 Quail Glen Drive Urban Lot Split (MS 24-980) project located at 486 Quail Glen Drive (APN 041- 330-037-7) (Kevin Rohani, P.E., Public Works Director/City Engineer)

4.3 Ratify Election: Adopt Ordinance No. 07-25 Authorizing the Levy of a Special Tax on Parcels of Land within Tax Area Zone 199 within the Oakley Special Police Tax Area for Police Protection Services for the 87 Hill Avenue Urban Lot Split (MS 24-977) project located at 87 Hill Avenue (APN 033-090-019-2) (Kevin Rohani, P.E., Public Works Director/City Engineer)

4.4 Waive the Second Reading and Adopt Ordinance No. 9-25 Repealing and Reenacting Chapter 2.5 of the Oakley Municipal Code Concerning Emergency Organizations and Functions (Danielle Navarro, Assistant City Manager)

4.5 Adopt a Resolution to Authorize the City Manager to Execute a Construction Agreement with R&R Pacific Construction, Inc. for the Construction of Capital Improvement Project (CIP) 302 - East Cypress Road Widening (Jersey Island Road to Bethel Island Road) Project (Kevin Rohani, P.E., Public Works Director/City Engineer)

4.6 Fiscal Year 2024/2025 Fourth Quarter Report on the Capital Improvement Program (Kevin Rohani, P.E., Public Works Director/City Engineer)

4.7 Annexation No. 46 (486 Quail Glen Drive Urban Lot Split (MS 24-980)) 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)
8 4.8 Annexation No. 47 (87 Hill Avenue Urban Lot Split (MS 24-977)) 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)

4.9 Adopt a Resolution Authorizing the City Manager to execute a Consulting Services Agreement with HMH Engineers, Inc. to provide Construction Management Services for the East Cypress Road Widening (Jersey Island Road to Bethel Island Road) Project & East Cypress Road Widening at CCWD Canal Crossing Project – Capital Improvement Project Number 302 & 310 (Kevin Rohani, P.E., Public Works Director/City Engineer)

4.10 Adopt a Resolution Authorizing the City Manager to Execute a Consulting Services Agreement with Kimley -Horn and Associates, Inc., to Provide Engineering Design Services for Capital Improvement Project Number 268 – Main Street/Delta Road Intersection Improvement and Signalization Project (Kevin Rohani, P.E., Public Works Director/City Engineer)

4.11 Adopt a Resolution Authorizing the City Manager to Execute a Consulting Services Agreement with Kimley -Horn and Associates, Inc., to Provide Engineering Design Services for Capital Improvement Project Number 211 – Main Street/Rose Avenue Intersection Improvement and Signalization Project (Kevin Rohani, P.E., Public Works Director/City Engineer)

4.12 Adopt a Resolution Authorizing the City Manager to execute an Agreement with Lopez Maintenance Services LLC for Porter Service Maintenance at various City Parks and Facilities (Kevin Rohani, P.E., Public Works Director/City Engineer

4.13 Adopt a Resolution Authorizing the City Manager to Execute a Consulting Services Agreement with Perkins, Williams & Cotterill Architects, Inc., to Provide Architectural Design Services for Capital Improvement Project Number 329 – City Hall Remodeling Project (Kevin Rohani, P.E., Public Works Director/City Engineer)

4.14 Adopt a Resolution approving the proposal from Sanbell, and authorizing the City Manager to execute Amendment Number 1 to the Consulting Services Agreement with Sanbell for additional design and construction support services related to the East Cypress Road Widening (Jersey Island Road to Bethel Island Road) Project – Capital Improvement Project 302 (Kevin Rohani, P.E. Public Works Director/City Engineer)

4.15 Adopt a Resolution Authorizing the City Manager to Execute a Consulting Services Agreement with BSK Associates to Provide Material Testing and Special Inspections for the East Cypress Road Widening (Jersey Island Road to Bethel Island Road) Project – Capital Improvement Project 302 (Kevin Rohani, P.E., Public Works Director/City Engineer)
9 4.16 Adopt a Resolution Authorizing the City Manager to Execute a Consulting Services Agreement with BKF Engineers, Inc. to Provide Engineering Design Services for Capital Improvement Project (CIP) Number 316 – Main Street Widening North of Laurel Road to Heartwood Subdivision Project (Kevin Rohani, P.E. Public Works Director/City Engineer) It was moved by Councilmember Williams and seconded by Councilmember Meadows 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) Item 4.5
Councilmember Fuller mentioned he will vote no.

It was moved by Councilmember Meadows and seconded by Councilmember Williams to approve item 4.5. Ayes: Henderson, Meadows, Shaw, Williams Noes:

Fuller (4-1)
Item 4.10 and 4.11
Councilmember Williams mentioned she would like staff to confirm the location of the intersections and the scope of the projects.

City Manager Joshua McMurray responded.

It was moved by Councilmember Meadows and seconded by Vice Mayor Henderson to approve items 4.10 and 4.11. Motion was unanimous and so ordered. (5-0)

5. PUBLIC HEARINGS

5.1 Introduce an Ordinance Adopting Zoning Text Amendments related to the Housing Element Action Implementation of Policy Actions 1.1, 3.5, and 3.6 (Jose Cortez, Senior Planner)
Senior Planner Jose Cortez presented the report.

Councilmembers Fuller, Meadows and Williams asked questions and Mr. Cortez and Mr. Strelo responded.
10 Mayor Shaw opened the Public Hearing. There were no public comments, so she closed the Public Hearing.

Comments were provided by Councilmembers Meadows, Fuller, Williams, Vice Mayor Henderson, and Mayor Shaw.

It was moved by Councilmember Williams and seconded by Councilmember Meadows to approve item 5.1. Ayes: Henderson, Meadows, Shaw, Williams Noes: Fuller (4-1)

6. REGULAR CALENDAR

6.1 Consideration to Adopt a Resolution Approving an Amendment to the Personnel Rules Adding the Intern Classification and Approving a Recommended Pay Scale and Budget Amendment (Jeri Tejeda, Administrative Services Director)
City Manager Joshua McMurray presented the report and introduced Matt Schwab with Working Wonders.

Mr. Schwab provided an overview of the Working Wonders program.

Questions and comments were provided by Councilmembers Williams and Fuller.

Mr. Schwab responded to questions.

It was moved by Councilmember Williams and seconded by Councilmember Meadows to approve item 6.1. Motion was unanimous and so ordered. (5-0)

7. REPORTS

7.1 CITY MANAGER
(a)City Manager
(b)Business License Update
City Manager Joshua McMurray reported Movies on Main Street will be on July 26th, the Fishing Derby is August 9th, and the June Business License update is included in the agenda packet.

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 Councilmember Meadows reported he attended a TransPlan Committee Meeting, a Highway 4 Bypass Authority board meeting, the East County Regional Fee and Financing Authority meeting, Summerfest, and the Juneteenth celebration. 11 Councilmember Fuller reported he attended the Juneteenth celebration, lunch at Studio 55 and Representative DeSaulnier’s town hall and he wished Mayor Shaw a Happy Birthday.

Vice Mayor Henderson reported he attended the Juneteenth celebration, the Ironhouse Sanitary District meeting, Summerfest and the East Contra Costa County Habitat Conservancy.

Councilmember Williams reported she attended a budget discussion with Senator Cabaldon, the California Civic Leaders Institute, Cal Cities Policy Committee, a meeting with representatives from the Lawrence Berkeley Lab, an ABAG meeting, a Tri Delta Transit meeting, the Summerfest Parade and event, a meeting with Assemblymember Lori Wilson and Tri Delta Transit, she mentioned she delivered an award to D-Bat Oakley and she announced other award winners from the Summerfest Parade.

Mayor Shaw reported she had an assembly prep meeting, a budget call with Senator Cabaldon’s office, she attended the Oakley Fireworks Forum, the Oakley Chamber Mixer and the Cal Cities Public Safety Policy Committee meeting, she spread bark at the community garden at Creekside Park, she attended the one year anniversary party at the Beer Aisle, Oakley’s Juneteenth event, Brentwood’s Juneteenth event, a Tri Deta Transit meeting, the CitiPAC cornhole event and Summerfest and she served ice cream at Studio 55.
(b) Requests for Future Agendas
Councilmember Meadows requested to look at the Residential Rental Inspection Ordinance, specifically when a property must be registered as a rental.

Councilmember Fuller supported it.

Councilmember Williams requested to consider entering into a Blue-Sky contract to help move animals during a disaster. Mayor Shaw supported it.

8. WORK SESSIONS

8.1 Work Session on Public Art (Joshua McMurray, City Manager) City Manager, Joshua McMurray, presented the report and requested direction from the Council.

Councilmembers discussed and provided comments. There was no clear direction, so the consensus was to bring this item back in a year.

9. CLOSED SESSION
None
12 10. ADJOURN
There being no further business, the meeting was adjourned at 8:48 p.m.

Respectfully submitted,
Kim Snodgrass
13 Ordinance No. 10-25 1 of 5
ORDINANCE NO. 10-25

AN ORDINANCE OF THE CITY COUNCIL OF THE CITY OF OAKLEY AMENDING OAKLEY MUNICIPAL CODE SECTION 9.1.410 (AFFORDABLE HOUSING OVERLAY

DISTRICT) AND FINDING THE ACTION EXEMPT FROM THE CALIFORNIA

ENVIRONMENTAL QUALITY ACT (CEQA)
WHEREAS, this is a City-initiated application requesting approval of a Rezoning (RZ 2025-02) consisting of a zoning text amendment to Oakley Municipal Code (“OMC”) section 9.1.410 Affordable Housing Overlay (“AHO”) District required to bring the AHO into compliance with state law (“Project”); and
WHEREAS, on June 3, 2025, the Planning Commission held a duly noticed public hearing to consider the proposed Rezone (RZ 2025-02), received the staff report and staff presentation, received comments from the public and interested parties, and discussed the matter. Following the public hearing, the Planning Commission adopted Planning Commission Resolution No. 7-25 recommending the City Council adopt the proposed Ordinance; and
WHEREAS, on or before June 27, 2025, the Notice of Public Hearing for the Project was duly noticed in the East Bay Times, a newspaper of general distribution, 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 was mailed out to outside agencies and to parties requesting such notice; and
WHEREAS, on July 8, 2025, the City Council held a duly noticed public hearing to consider the proposed Ordinance related to the Affordable Housing Overlay District (AHO), received the staff report and staff presentation, received comments from the public and interested parties, considered the recommendation of the Planning Commission and discussed the matter; and
WHEREAS, all legal prerequisites to the adoption of the Ordinance have occurred.

NOW, THEREFORE, THE CITY COUNCIL OF THE CITY OF OAKLEY, CALIFORNIA, DOES HEREBY ORDAIN AS FOLLOWS:

SECTION 1. The recitals above are true and correct and are hereby adopted as findings as if fully set forth herein.

SECTION 2. Additional Findings.

A. On May 9, 2023 the City Council adopted the 6th Cycle Housing Element of the General Plan for the period of 2023-2031 in compliance with State Housing Element law.
14 Ordinance No. 10-25 2 of 5
B. On May 24, 2023 HCD certified the City of Oakley’s 6th Cycle Housing Element for the period of 2023-2031 in compliance with State Housing Element law.

C. The Objective of Policy Action 1.1 of the Housing Element aims to provide modifications to the AHO Ordinance to facilitate the development of more housing choices for lower-income households.

Adopting the proposed Zoning Text Amendments related to the Affordable Housing Overlay District (AHO) would implement the applicable portion of Policy Action 1.1 of the City of Oakley Housing Element.

D. The City Council finds the proposed ordinance is exempt from the California Environmental Quality Act (CEQA) pursuant to CEQA Guidelines Section 15061(b)(3) – Common Sense Exemption in that the proposed ordinance would only establish and clarify administrative processes and would not facilitate new construction or other groundbreaking activities. There is no potential to result in either a direct physical change to the environment or a reasonably foreseeable indirect physical change to the environment. None of the circumstances described in CEQA Guidelines Section 15300.2 applies.

SECTION 3. Section 9.1.410 of the Oakley Municipal Code Section 9.1.410 titled, “Affordable Housing Overlay District (AHO)” is hereby amended and adopted in its entirety, as follows:
“9.1.410 Affordable Housing Overlay District (AHO).
a. Purpose and Intent. The Affordable Housing Overlay (AHO) District serves to implement the housing element goal of providing new housing and addressing affordable housing needs within the City of Oakley. The AHO can be applied to areas with Commercial base zoning to allow for housing where it would not otherwise be allowed by the base zoning.
b. Application. This section only applies to projects within the AHO District that elect to use the AHO District.
c. Affordability Requirements.
1) Developments electing to use the AHO shall include at least 20 percent affordable housing units, in some combination of the following income categories:
a) Low income household: any household with an income level between fifty percent (50%) and eighty percent (80%) of the Contra Costa County median income as determined by the California Department of Housing and Community Development (HCD) and/or the Federal Department of Housing and Urban Development (HUD);
15 Ordinance No. 10-25 3 of 5
b) Very low income household: any household with an income level between thirty percent (30%) and fifty percent (50%) of the Contra Costa County median income as determined by HCD or HUD; and/or
c) Extremely low income household: any household within an income of thirty percent (30%) or less of the Contra Costa County median income as determined by HCD or HUD.
2) Prior to the approval of the first building permit for any dwelling unit, the applicant shall execute an agreement with the City of Oakley and any other documents necessary to ensure the continued affordability of the affordable units for a fifty-five (55) year minimum time frame in a form acceptable to the City Council.
3) If a development has both affordable and market rate units, then the affordable units shall be constructed at a rate consistent with the construction of market rate units and shall be mixed throughout the development. Project phasing must be done in a manner that is proportionate to the overall mix of affordability levels.
d. Permitted Uses. The AHO allows for the development of owner-occupied and rental multifamily housing, which for the purposes of this section is defined as any residential development with three or more units on a single lot, within the AHO District. Residential developments that include at least 20 percent affordable housing shall be a use permitted by-right, as defined in Government Code Section 65583.2(i).
e. Development Standards. Where an applicant or developer elects to apply to utilize the AHO District over the underlying zoning, the development standards listed in Table 1 of this section, where applicable, shall apply.

Table 1: Development Standards for Multifamily Construction within the Affordable Housing Overlay (AHO) District
Subject Standard
Minimum Density 20 dwelling units per acre
Maximum Density 30 dwelling units per acre1
Building Site Coverage
(combined maximum)
50%
Front Setback (minimum) 15 feet for two stories, 20 feet for three or more stories
Rear Setback (minimum)2 15 feet for two stories, 20 feet for three or more stories
16 Ordinance No. 10-25 4 of 5
Table 1: Development Standards for Multifamily Construction within the Affordable Housing Overlay (AHO) District
Subject Standard
Side Setback2 8 feet for two stories, 12 feet for three or more stories
Distance Between Buildings
(minimum)
20 feet for two stories, 25 feet for three
or more stories
Height Limit (maximum) 42 feet
Parking Requirements
Parking shall be provided per Section

9.1.1402 of the Zoning Ordinance.3
1Per state law, developments that qualify for a State Density Bonus in accordance with Government Code Section 65915 et seq. shall be allowed to exceed the maximum density through the use of a density bonus.
2 10 feet for any structure (not a dwelling unit) up to 15 feet in height. 3 Per state law, developments that qualify for a State Density Bonus are eligible for reduced parking in accordance with Government Code Section 65915 et seq.
f. Development Incentives.
1) The City shall provide a density bonus and additional incentive(s) for qualified housing developments in accordance with State Density Bonus (Government Code Section 65915 and Section 9.1.412 of the Zoning Ordinance). 2) The City will provide other funding or incentives to qualifying affordable housing projects, to meet the City Regional Housing Needs Allocation (RHNA) allocation, such as providing financial assistance or land write-downs when feasible, providing expedited processing, identifying grant, funding opportunities, and providing support to developers in seeking funding. g. Design Criteria. All proposed projects shall be consistent with the City of Oakley Multifamily Objective Design Standards (pending). The design standards will be enforced through review and approval by the Community Development Director (CDD), or his/her designee, in case of an administrative-level approval, or by the City Council in the event a conditional use permit is required.” SECTION 4. California Environmental Quality Act (CEQA).

This project is exempt from environmental analysis under 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 the proposed amendments will not have a significant effect on the environment.
17 Ordinance No. 10-25 5 of 5
SECTION 5. Effective Date and Posting.

This ordinance shall take effect and be in force thirty (30) days from and after the date of its passage. The City Clerk shall cause the ordinance to be published within fifteen (15) days after its passage in a newspaper of general circulation, or by publishing a summary of the proposed ordinance, posting a certified copy of the proposed ordinance in the City Clerk’s Office at least five (5) days prior to the City Council meeting at which the ordinance is to be adopted, and within fifteen (15) days after its adoption, publishing a summary of the ordinance with the names of the Council Members voting for and against the ordinance.

PASSED AND ADOPTED by the City Council of the City of Oakley this 12th day of August 2025 by the following vote:

AYES:

NOES:

ABSTENTIONS:

ABSENT:

APPROVED:
__________________
Shannon Shaw, Mayor
ATTEST:
_____________________ __________________
Kim Snodgrass, City Clerk Date
I HEREBY CERTIFY that in accordance with Government Code Section 40806, this ordinance is a true and correct copy of a city ordinance. It has been published or posted pursuant to law.
_______________________________
Kim Snodgrass, CMC
City Clerk
18 Ordinance No. 11-25 1 of 6
ORDINANCE NO. 11-25

AN ORDINANCE OF THE CITY COUNCIL OF THE CITY OF OAKLEY ADOPTING OAKLEY MUNICIPAL CODE SECTION 9.1.1614 (REASONABLE ACCOMODATIONS

FOR RESIDENTIAL USES) AND FINDING THE ACTION EXEMPT FROM THE

CALIFORNIA ENVIRONMENTAL QUALITY ACT (CEQA)
WHEREAS, this is a City-initiated application requesting approval of a Rezoning (RZ 2025-02) consisting of a zoning text amendment to adopt Oakley Municipal Code (“OMC”) section 9.1.1614 Reasonable Accommodations for Residential Uses so that the City can establish written procedures for Reasonable Accommodations with the goal of accommodating the housing needs of persons with disabilities and provide a streamlined permit review process (“Project”); and
WHEREAS, on June 3, 2025, the Planning Commission held a duly noticed public hearing to consider the proposed Rezone (RZ 2025-02), received the staff report and staff presentation, received comments from the public and interested parties, and discussed the matter. Following the public hearing, the Planning Commission adopted Planning Commission Resolution No. 7-25 recommending the City Council adopt the proposed Ordinance; and
WHEREAS, on or before June 27, 2025, the Notice of Public Hearing for the Project was duly noticed in the East Bay Times, a newspaper of general distribution, 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 was mailed out to outside agencies and to parties requesting such notice; and
WHEREAS, on July 8, 2025, the City Council held a duly noticed public hearing to consider the proposed Ordinance related to reasonable accommodation procedures, received the staff report and staff presentation, received comments from the public and interested parties, considered the recommendation of the Planning Commission and discussed the matter; and
WHEREAS, all legal prerequisites to the adoption of the Ordinance have occurred.

NOW, THEREFORE, THE CITY COUNCIL OF THE CITY OF OAKLEY, CALIFORNIA, DOES HEREBY ORDAIN AS FOLLOWS:

SECTION 1. The recitals above are true and correct and are hereby adopted as findings as if fully set forth herein.

SECTION 2. Additional Findings.
19 Ordinance No. 11-25 2 of 6
A. On May 9, 2023 the City Council adopted the 6
th Cycle Housing Element of the
General Plan for the period of 2023-2031 in compliance with State Housing Element law.

B. On May 24, 2023 HCD certified the City of Oakley’s 6th Cycle Housing Element for the period of 2023-2031 in compliance with State Housing Element law.

C. The Object of Policy Action 3.5 of the Housing Element is to develop policies and written procedures for Reasonable Accommodation requests with respect to zoning, permit processing and building law. The action aims to accommodate the housing needs of persons with disabilities and provide a streamlined permit review process.

Adopting the proposed Zoning Text Amendments related to Reasonable Accommodations for Residential Uses would implement Policy Action 3.5 of the City of Oakley Housing Element.

D. The federal Fair Housing Amendments Act of 1988 and California’s Fair Employment and Housing Act impose an affirmative duty on local governments to make reasonable accommodation in their land use and zoning regulations and practices when such accommodation may be necessary to afford individuals with disabilities an equal opportunity to housing;
E. The Housing Element of the jurisdiction must identify and develop a plan for removing governmental constraints to housing for individuals with disabilities including local land use and zoning constraints or providing reasonable accommodation;
F. The Attorney General of the State of California has recommended that cities and counties implement fair housing reasonable accommodation procedures for making land use and zoning determinations concerning individuals with disabilities to further the development of housing for individuals with disabilities; G. A fair housing reasonable accommodation procedure for individuals with disabilities and developers of housing for individuals with disabilities to seek relief in the application of land use, zoning and building regulations, policies, practices and procedures will further the jurisdiction’s compliance with federal and state fair housing laws and provide greater opportunities for the development of critically needed housing for individuals with disabilities.

H. The City Council finds the proposed ordinance is exempt from the California Environmental Quality Act (CEQA) pursuant to CEQA Guidelines Section 15061(b)(3) – Common Sense Exemption in that the proposed ordinance would only establish and clarify administrative processes and would not facilitate new construction or other groundbreaking activities. There is no potential to result in either a direct physical change to the environment or a reasonably foreseeable 20 Ordinance No. 11-25 3 of 6
indirect physical change to the environment. None of the circumstances described in CEQA Guidelines Section 15300.2 applies.

SECTION 3. Section 9.1.1614 of the Oakley Municipal Code Section 9.1.1614 titled, “Reasonable Accommodations for Residential Uses” is hereby adopted in its entirety, as follows:
“9.1.1614 Reasonable Accommodations for Residential Uses a. Purpose and Intent

1. This section establishes a process for individuals with disabilities to request reasonable accommodation in zoning and other land use regulations, as well as in city rules, policies, practices, and procedures. In accordance with the Federal Fair Housing Act of 1988 and the California Fair Employment and Housing Act, the City intends to provide reasonable accommodations to ensure equal access to housing for individuals with disabilities.

2. This article does not exempt structures approved under reasonable accommodation provisions from complying with building code requirements, including necessary permits, inspections, and fees.
b. Applicability

1. This section establishes a formal procedure for an individual with a disability seeking equal access to housing to request a Reasonable Accommodation as provided by the Federal Fair Housing Amendments Act of 1988 and California’s Fair Employment and Housing Act, and to establish criteria to be used when considering these requests.

2. These accommodations apply to all zoning districts, overlay districts, local area and specific plans, and OMC Title 7, Building and Housing regulations. c. Definitions

1. Act: The Fair Housing Amendments Act of 1988.

2. Applicant: An individual requesting reasonable accommodation under this chapter.

3. Director: The Community Development Director, or a designee of the Community Development Director or City Manager.

4. Disabled Person/Disability: An individual with a medical, physical, or mental condition limiting major life activities, as defined in California Government Code 21 Ordinance No. 11-25 4 of 6
Section 12926. The term "disabled person" does not include a person who is currently using illegal substances, unless he or she has a separate disability.

5. Fair Housing Laws: The Federal Fair Housing Act (42 U.S.C. Section 3601 et seq.) and the California Fair Employment and Housing Act (Govt. Code Section 12955 et seq.) including amendments to them.

6. Reasonable Accommodation: Flexibility or waiver of land use and zoning regulations to eliminate barriers to housing for individuals with disabilities. This may include modifications like ramps, parking adjustments, or building additions. It does not include accommodations that impose undue financial or administrative burdens on the city or fundamentally alter land use policies. d. Requesting Reasonable Accommodation

1. A written request for Reasonable Accommodation from a land use or zoning regulation or policy shall be made on a form provided by the Planning Division by any individual with a disability, his or her representative, or a developer or provider of housing for an individual with a disability. If an individual(s) needs assistance in filing a request for Reasonable Accommodation, the city will provide assistance to ensure that the submission of the request is accessible.

2. A request for Reasonable Accommodation shall state the basis of the request including but not limited to a modification or exception to the regulations, standards and practices for the siting, development and use of housing or housing related facilities that would eliminate regulatory barriers and provide an individual with a disability equal opportunity to housing of his or her choice.

3. The Director may request additional information necessary for making a determination on the request for Reasonable Accommodation that complies with the fair housing law protections and the privacy rights of the individual with a disability to use the specified housing. If additional information is requested, the 45-day time period for making a determination on the request stops running until the additional information is provided.
e. Approval Authority – Notice – Decision

1. The Director shall issue a written determination to either grant, grant with modifications, or deny a request for Reasonable Accommodation within 45 days of the date the application is deemed complete, or within an extended period as mutually agreed upon in writing by the applicant and the Director.

2. The Director shall transmit a copy of the written findings and decision to the applicant and to all owners of properties abutting the subject property. All written decisions shall give notice of the right to appeal. 22 Ordinance No. 11-25 5 of 6

3. While a request for reasonable accommodation is pending, all laws and regulations otherwise applicable to the property that is the subject of the request shall remain in full force and effect.
f. Findings. In making a determination regarding the Reasonable Accommodation, the Director shall make the following findings:

1. The housing which is the subject of the request for reasonable accommodation, will be used for an individual(s) with a disability protected under the Act.

2. The request for reasonable accommodation is necessary to make specific housing available to an individual(s) with a disability protected under the Act.

3. The requested reasonable accommodation does not impose an undue financial or administrative burden on the city.

4. The requested accommodation will not require a fundamental alteration of the zoning and building laws, policies and/or procedures of the city g. Appeal

1. Only the aggrieved applicant and abutting owners who received notice of the Reasonable Accommodation determination have a right to appeal the decision following the procedures outlined in OMC Chapter 1.8.

2. If the individual fails to request a hearing within the required time frame or does not fully provide all factual and legal reasons for the appeal as specified in Chapter 1.8, will forfeit their right to a hearing and will be unable to seek any further relief or raise any claims related to the Director's decision.

3. All written decisions shall give notice of the applicant’s right to appeal and to request reasonable accommodation in the appeals process as set forth in Chapter 1.8 OMC.

4. If an individual(s) needs assistance in filing an appeal on an adverse decision, the city will provide assistance to ensure that the appeals process is accessible.

5. The written decision of the community development director or their designee shall be final unless appealed.
h. Fee. There shall be no fee imposed in connection with a request for reasonable accommodation under the provisions of this section.”
23 Ordinance No. 11-25 6 of 6
SECTION 4. California Environmental Quality Act (CEQA).

SECTION 5. Effective Date and Posting.

PASSED AND ADOPTED by the City Council of the City of Oakley this 12th day of August 2025 by the following vote:

AYES:

NOES:

ABSTENTIONS:

ABSENT:

AN ORDINANCE OF THE CITY COUNCIL OF THE CITY OF OAKLEY AMENDING

VARIOUS OAKLEY MUNICIPAL CODE SECTIONS PURSUANT TO POLICY ACTION

3.6 (SPECIAL NEEDS HOUSING) OF THE 6
TH CYCLE HOUSING ELEMENT 2023-
2031 AND FINDING THE ACTION EXEMPT FROM THE CALIFORNIA

ENVIRONMENTAL QUALITY ACT (CEQA)
WHEREAS, this is a City-initiated application requesting approval of a Rezoning (RZ 2025-02) consisting of zoning text amendments to various Oakley Municipal Code (“OMC”) sections so that the City may bring the applicable sections of the OMC into compliance with state law and in conformance with the Housing Element Actions (“Project”); and
WHEREAS, on June 3, 2025, the Planning Commission held a duly noticed public hearing to consider the proposed Rezone (RZ 2025-02), received the staff report and staff presentation, received comments from the public and interested parties, and discussed the matter. Following the public hearing, the Planning Commission adopted Planning Commission Resolution No. 7-25 recommending the City Council adopt the proposed Ordinance; and
WHEREAS, on or before June 27, 2025, the Notice of Public Hearing for the Project was duly noticed in the East Bay Times, a newspaper of general distribution, 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 was mailed out to outside agencies and to parties requesting such notice; and
WHEREAS, on July 8, 2025 the City Council held a duly noticed public hearing to consider the proposed Ordinance, received the staff report and staff presentation, received comments from the public and interested parties, considered the recommendation of the Planning Commission and discussed the matter; and
WHEREAS, all legal prerequisites to the adoption of the Ordinance have occurred.

NOW, THEREFORE, THE CITY COUNCIL OF THE CITY OF OAKLEY, CALIFORNIA, DOES HEREBY ORDAIN AS FOLLOWS:

SECTION 1. The recitals above are true and correct and are hereby adopted as findings as if fully set forth herein.

SECTION 2. Additional Findings.

A. On May 9, 2023 the City Council adopted the 6th Cycle Housing Element of the General Plan for the period of 2023-2031 in compliance with State Housing Element law.
25 Ordinance No. 12-25 2 of 10
B. On May 24, 2023 HCD certified the City of Oakley’s 6th Cycle Housing Element for the period of 2023-2031 in compliance with State Housing Element law.

C. The Objective of Policy Action 3.6 of the Housing Element aims to amend the Zoning Code to ensure compliance with state law and encourage special needs housing.

Adopting the proposed Zoning Text Amendments related to Zoning Amendments for Special Needs Housing would implement Policy Action 3.6 of the City of Oakley Housing Element.

SECTION 3. Additions and amendments to the OMC related to Policy Action 3.6 (Zoning Amendments for Special Needs Housing) of the City of Oakley Housing Element.

SUBSECTION 3.1. Transitional and Supportive Housing
a) Part (b) of Section 9.1.402 of the Oakley Municipal Code titled, “Limited Agricultural District (AL)” is hereby amended through the addition of parts “9” and “10”, as follows:
b. Permitted Uses.
“9. Transitional Housing

10.Supportive Housing”
SUBSECTION 3.2. Low Barrier Navigation Center
a) Part (b) of Section 9.1.202 of the Oakley Municipal Code titled, “Definitions Generally” is hereby amended through the addition of parts “105” through “107”, as follows:
b. Words and Phrases Defined.
“105. “Low Barrier Navigation Center” As defined by Government Code Section 65660, which may be updated from time to time: a housing first, low-barrier, service-enriched shelter focused on moving people into 26 Ordinance No. 12-25 3 of 10
permanent housing that provides temporary living facilities while case managers connect individuals experiencing homelessness to income, public benefits, health services, shelter, and housing. 106. “Low barrier” As defined by Government Code Section 65660, which may be updated from time to time: means best practices to reduce barriers to entry, and may include, but is not limited to, the following:
a. The presence of partners if it is not a population-specific site, such as for survivors of domestic violence or sexual assault, women, or youth.
b. Pets.
c. The storage of possessions.
d. Privacy, such as partitions around beds in a dormitory setting or in larger rooms containing more than two beds, or private rooms. 107. “Use by Right” Use by right has the meaning defined in subdivision (i) of Section 65583.2. Division 13 (commencing with Section 21000) of the California Public Resources Code shall not apply to actions taken by a public agency to lease, convey, or encumber land owned by a public agency, or to facilitate the lease, conveyance, or encumbrance of land owned by a public agency, or to provide financial assistance to, or otherwise approve, a Low-Barrier Navigation Center constructed or allowed by this section.”
b) Part (b) of Section 9.1.504 of the Oakley Municipal Code titled, “Retail Business District (RB)” is hereby amended through the addition of part “60”, as follows:
b. Permitted Uses.
“60. Low Barrier Navigation Center.”
c) Part (b) of Section 9.1.506 of the Oakley Municipal Code titled, “General Commercial District (C)is hereby amended through the addition of part “18”, as follows:
b. Permitted Uses.
“18. Low Barrier Navigation Center.”
d) Section 9.1.1242 of the Oakley Municipal Code titled, “Low Barrier Navigation Centers” is hereby adopted in its entirety, as follows:
27 Ordinance No. 12-25 4 of 10
“a. Purpose. The purpose of this chapter is to establish development standards for low-barrier navigation centers and to ensure this use is constructed and operated in a manner that is consistent with the requirements and allowances of state law, specifically Article 12 of Chapter 3 of Division 1 of Planning and Zoning Law commencing with California Government Code Section 65660. b. Applicability. The provisions of this section shall apply to all low-barrier navigation center projects.
c. Allowed Zones. A low-barrier navigation center development is a use by-right in areas zoned for mixed-use and non-residential zones permitting multifamily uses.
d. Requirements. A Low-Barrier Navigation Center shall meet the following requirements:
i. Connected Services. It offers services to connect people to permanent housing through a services plan that identifies services staffing. ii. Coordinated Entry System. It is linked to a coordinated entry system, so that staff in the interim facility or staff who co-locate in the facility may conduct assessments and provide services to connect people to permanent housing. “Coordinated entry system” means a centralized or coordinated assessment system developed pursuant to Section 576.400(d) or Section 578.7(a)(8), as applicable, of Title 24 of the Code of Federal Regulations, as those sections read on January 1, 2020, and any related requirements, designed to coordinate program participant intake, assessment, and referrals.
iii. Code Compliant. It complies with Chapter 6.5 (commencing with Section 8255) of Division 8 of the Welfare and Institutions Code. iv. Homeless Management Information System. It has a system for entering information regarding client stays, client demographics, client income, and exit destination through the local Homeless Management Information System, as defined by Section 578.3 of Title 24 of the Code of Federal Regulations.
e. Application Procedure and Review.
i. Submit a Design Review Application and submit payment of appropriate fees.
ii. The City shall notify an applicant whether their application for a Low Barrier Navigation Center development is complete, pursuant to Government Code Section 65943, within 30 days of receipt of an application. 28 Ordinance No. 12-25 5 of 10
iii. Within 60 days of receipt of a completed application for a low barrier navigation center development, the City shall act upon its review of the application. The city’s failure to provide written notice within the timeframes in this subsection will not result in a deemed approval of the application.” SUBSECTION 3.3. Emergency Shelter Parking
Part (i) of Subsection 9.1.1402 of the Oakley Municipal Code titled, “Off-Street Parking” is hereby amended through the addition of part “6”, as follows:
i. Number of Required Spaces.
“6. Emergency Shelter: 1 space per employee on the largest shift or as described in Government Code Section 65583.”
a) SUBSECTION 3.4. Supportive Housing Developments
Part (b) of Section 9.1.202 of the Oakley Municipal Code titled, “Definitions Generally” is hereby amended through the addition of parts “108” and “109”, as follows:
b. Words and Phrases Defined.
“108. 100% Affordable Housing Development: A residential development project in which all dwelling units are reserved for occupancy by lowincome households, as defined by the California Health and Safety Code, Section 50079.5.
109. Supportive Housing Unit: A unit within a 100% affordable housing development that is specifically designated for individuals with special needs, including but not limited to, people experiencing homelessness, individuals with disabilities, or those needing assistance with daily living.”
b) Part (b) of Section 9.1.406 of the Oakley Municipal Code titled, “Multiple Family Residential Districts (M-9; M-12; M-17)” is hereby amended through the addition of part “10”, as follows:
b. Permitted Uses.
“10. 100% Affordable Housing Developments with Supportive Housing Units” c) Part (b) of Section 9.1.504 of the Oakley Municipal Code titled, “Retail Business District (RB)” is hereby amended through the addition of part “61”, as follows:
b. Permitted Uses.
29 Ordinance No. 12-25 6 of 10
“61. 100% Affordable Housing Developments with Supportive Housing Units” d) Part (b) of Section 9.1.506 of the Oakley Municipal Code titled, “General Commercial District (C)is hereby amended with the addition of part “19”, as follows:
b. Permitted Uses.
“19. 100% Affordable Housing Developments with Supportive Housing Units” e) Section 9.1.1244 of the Oakley Municipal Code titled, “Streamlined Approval for 100% Affordable Housing Developments with Supportive Housing Units” is hereby adopted in its entirety, as follows:
“a. Applicability:
i. This Section applies to all zoning districts within the City of Oakley where multifamily or mixed-use development is permitted.
ii. It applies to all 100% affordable housing developments that meet the requirements of Government Code Section 65651(a), which includes the provision of supportive housing units.
b. Approval Process for 100% Affordable Housing Developments with Supportive Housing Units:
i. A 100% affordable housing development that includes supportive housing units, as defined by this Section, shall be exempt from the requirement for a Conditional Use Permit (CUP) or any other discretionary review. ii. To qualify for this exemption, the development must include a minimum of 25% of the total number of units as supportive housing units, or 12 units, whichever is greater.
iii. The project must comply with all applicable zoning and building code standards, including, but not limited to, density, parking, height, and design standards.
iv. The City shall process the application for a 100% affordable housing development as a ministerial approval, meaning it will be automatically approved upon the submission of all required documentation and compliance with applicable standards.
c. Ministerial Approval:
30 Ordinance No. 12-25 7 of 10
i. Upon submission of a complete application for a 100% affordable housing development with supportive housing units, and verification that the project complies with all applicable zoning standards, the City shall grant ministerial approval without requiring public hearings, Planning Commission review, or City Council approval, except where required by law for other technical compliance.
ii. The ministerial approval process will be limited to checking for compliance with objective standards such as density, parking, setbacks, height, and other criteria specified in the zoning code. The City will not be permitted to deny the project based on subjective criteria.
d. Affordable Housing and Supportive Housing Requirements:
i. The development shall include supportive housing units as part of the total project, with at least 25% of the units designated as supportive housing, or at least 12 units, whichever is greater.
ii. The supportive housing units must meet the definition of supportive housing under California Health and Safety Code Section 50675.14, and the developer must ensure that appropriate services are provided to the tenants in these units.
iii. If the project includes more than 20 units, at least 3% of the nonresidential floor area must be dedicated to onsite supportive services (including, but not limited to, community rooms, case management offices, computer rooms, and community kitchens). If the project has 20 units or fewer, at least 90 square feet must be provided for onsite services.
iv. The supportive housing units must include at least one bathroom and cooking facilities (stovetop, sink, and refrigerator) in each unit. e. Exemption from Conditional Use Permit (CUP) Requirement:
i. Any project that meets the criteria set forth in this Section shall be exempt from the Conditional Use Permit process. The project will be approved through the ministerial review process as described herein. f. Notification and Appeals:
i. Although no CUP is required, the applicant must provide notice of the development to property owners and residents within 500 of the project site, in accordance with the City’s standard notification procedures. ii. Any administrative decision or action regarding the ministerial approval of the development may be appealed following the procedures outlined in OMC Chapter 1.8 following the final decision.”
31 Ordinance No. 12-25 8 of 10
SUBSECTION 3.5. Residential Care Facilities
a) Part (b) of Section 9.1.404 of the Oakley Municipal Code titled, “Single-Family Residential Districts (R-6; R-7; R-10; R-12; R-15; R-20; R-40)” is hereby amended through the addition of part “15”, as follows:
b. Permitted Uses.
“15. Residential Care Facilities for more than six persons pursuant to 9.1.1228.” b) Part (c)(8) of Section 9.1.404.c of the Oakley Municipal Code titled, “Single-Family Residential Districts (R-6; R-7; R-10; R-12; R-15; R-20; R-40)” is hereby amended to read as “Repealed”, as follows:
c. Uses Requiring a Conditional Use Permit.
“8. Repealed”
c) Part (b) of Section 9.1.406 of the Oakley Municipal Code titled, “Multiple Family Residential Districts (M-9; M-12; M-17)” is hereby amended with the addition of part “11”, as follows:
b. Permitted Uses.
“11. Residential Care Facilities for more than six persons pursuant to 9.1.1228.” d) Part (c)(8) of Section 9.1.406 of the Oakley Municipal Code titled, “Multiple Family Residential Districts (M-9; M-12; M-17)” is hereby amended to read as “Repealed”, as follows:
c. Uses Requiring a Conditional Use Permit.
“8. Repealed”
e) Part (a) of Section 9.1.1228 of the Oakley Municipal Code titled, “Residential Care Facilities.” is hereby amended through the addition of parts “5” and “6”, as follows:
a. The following requirements apply to residential care facilities for more than six persons as defined by this code. Residential facilities for six or fewer residents shall be treated as a residential use and subject only to the same requirements as any other permitted residential use of the same housing type that are in the same district.
“5. The residential care facility shall meet the appropriate use classification and occupancy requirement as required by the California Building Code (CBC). 32 Ordinance No. 12-25 9 of 10

6. The residential care facility shall meet all current and local Fire Department requirements if applicable.”
SUBSECTION 3.6. Manufactured Homes
a) Part (b) of Section 9.1.202 of the Oakley Municipal Code titled, “Definitions Generally” is hereby amended through the addition of parts “50.e” and “63”, as follows:
b. Words and Phrases Defined.

50. Manufactured Home; Manufactured Home Park; Site. Mobile Home; Mobile Home Park; Site.
“e. “Manufactured Home" or "Mobile Home" outside of the Mobile Home Residential District (MH) shall be affixed to a permanent foundation and subject to the City of Oakley’s Residential Design Guidelines.

63. Single Family Dwelling. "Single Family Dwelling" shall mean a detached building or part of it, designed for occupation as the residence of one (1) family. A single family dwelling must be affixed to a permanent foundation.

A single family dwelling may include the following construction types:
a. Stick built
b. Pre-fabricated
c. Manufactured
d. Modular”
SUBSECTION 3.7. Family Definition
a) Part (b) of Section 9.1.202 of the Oakley Municipal Code titled, “Definitions Generally” is hereby amended through the addition of part “104”, as follows:
c. Words and Phrases Defined.
“104. "Family" includes any household in which one or more individuals reside, regardless of the legal or biological relationship among them, including but not limited to: traditional nuclear families, extended families, single parents with children, unmarried couples (with or without children), same-sex couples, foster families, individuals in the process of adoption, and any group of persons who live together as a single housekeeping unit.”
33 Ordinance No. 12-25 10 of 10
SECTION 4. California Environmental Quality Act (CEQA).

SECTION 5. Effective Date and Posting.

PASSED AND ADOPTED by the City Council of the City of Oakley this 12th day of August 2025 by the following vote:

AYES:

NOES:

ABSTENTIONS:

ABSENT:

APPROVED:
__________________
Shannon Shaw, Mayor
ATTEST:
_____________________ _________________
Kim Snodgrass, City Clerk Date
I HEREBY CERTIFY that in accordance with Government Code Section 40806, this ordinance is a true and correct copy of a city ordinance. It has been published or posted pursuant to law.
_______________________________
Kim Snodgrass, CMC
City Clerk
34 STAFF REPORT
1 City of Oakley | 3231 Main Street, Oakley, CA 94561
O (925) 625-7000 | F (925) 625-9859 | www.oakleyca.gov
DATE: August 12, 2025
TO: Joshua McMurray, City Manager
FROM: Kevin Rohani, P.E. Public Works Director/City Engineer SUBJECT: Adopt a Resolution accepting the Construction Project and Approving the Contract Amendment associated with Capital Improvement Project Number 311 - Fiscal Year (FY) 2024/25 Curb, Gutter, & Sidewalk Repair and Replacement Project
Background and Analysis
The City’s adopted FY 2024/25 Capital Improvement Program Budget designates funding for various infrastructure repair and replacement projects. This is consistent with the City’s goals to improve the quality of the City’s public infrastructure and to enhance the quality of life for our residents.

The City uses this annual project to perform the repair and replacement of damaged/ uplifted sidewalks or curb and gutter throughout the City of Oakley, to eliminate trip and fall hazards, and to provide safe sidewalks for pedestrians in the community. Tree roots are a major cause of sidewalk uplifts, and this project targeted some of the worst areas in the City where the tree roots have damaged the concrete beyond any temporary repairs.

On April 8, 2025, the City Council awarded a construction contract to Franco Engineering, Inc. for the construction of the FY 2024/25 Curb, Gutter, & Sidewalk Repair and Replacement Project in the total amount of $126,070, which includes the $20,000 project contingency. The total approved budget for this project was $150,000 as part of the FY 2024/25 City CIP budget.

The construction work has been underway over the past few months and during the construction of this project, the construction team encountered a number of locations where the extent of concrete repairs was more than what was included in the project scope of work, affecting sidewalks and curb and gutter. This required an additional 1,336 Square Feet of sidewalk replacements to make the correct elevations match the grades. In order to keep the construction on schedule and minimize any inconveniences to the public, staff directed the contractor to perform the additional work. The final cost of the project was $145,600, that includes the additional work. The successful completion of this project is a major step forward in keeping the public sidewalks in the community in good condition and helping reduce the City’s exposure to liability resulting from trip and fall incidents.

Approved and
Forwarded to the
City Council
35 2
City of Oakley | 3231 Main Street, Oakley, CA 94561
O (925) 625-7000 | F (925) 625-9859 | www.oakleyca.gov
Consistency with the Oakley Strategic Plan 27+
This item is consistent with the Strategic Plan 27+ Community Health and Safety goals.

Fiscal Impact
The contract with Franco Engineering, Inc. was successfully completed for the total amount of $145,600 with two change orders totaling $39,530. A contract amendment in the amount of $39,530.00 will be approved with this resolution and the project will be accepted as complete under the $150,000 total project budget. No new budget allocation is needed for this project.

Staff Recommendation
Staff recommends that the City Council Adopt the Resolution Approving the Contract Amendment in the amount of $39,530.00 total (Including Change Order 1 and 2) and accepting CIP Project No. 311 – FY 2024/25 Curb, Gutter, & Sidewalk Repair and Reconstruction Project as constructed by Franco Engineering, Inc., to be complete, and to direct the City Clerk to file a Notice of Completion for the project with the County Recorder.

Attachments

1. Resolution

2. Notice of Completion

3. Contract Amendment
36 Resolution No. --25 Page 1 of 1
RESOLUTION NO. __-25

A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF OAKLEY ACCEPTING AS COMPLETE THE WORK PERFORMED BY FRANCO ENGINEERING INC. FOR THE CONSTRUCTION OF CAPITAL IMPROVEMENT PROJECT NUMBER 311 – FISCAL YEAR 2024/25 CURB, GUTTER, & SIDEWALK REPAIR AND RECONSTRUCTION

PROJECT
WHEREAS, City staff, prepared plans, special provisions, and cost estimates related to CIP Project No. 311 – FY 2024/25 Curb, Gutter, & Sidewalk Repair and Reconstruction Project; and
WHEREAS, on April 8, 2025, by adopting Resolution Number 37-25 the City Council awarded a construction contract to Franco Engineering, Inc., for the construction of CIP No. 311 – FY 2024/25 Curb, Gutter, & Sidewalk Repair and Reconstruction Project; and WHEREAS, Franco Engineering, Inc., has satisfied the contractual requirements necessary for the acceptance of CIP No. 311 to be deemed complete.

NOW, THEREFORE, BE IT RESOLVED AND ORDERED, by the City Council of the City of Oakley that CIP Project No. 311 – FY 2024/25 Curb, Gutter, & Sidewalk Repair and Reconstruction Project is hereby accepted as complete and Approving a Contract and Amendment in the total amount of $39,530 for a total contract acceptance amount of $145,600 for this project.

BE IT FURTHER RESOLVED AND ORDERED that the City Clerk is hereby directed to file a Notice of Completion for CIP No. 311 with the County Recorder.

PASSED AND ADOPTED by the City Council of the City of Oakley at a meeting held on the 12th of August 2025 by the following vote:

AYES:

NOES:

ABSENT:

ABSTENTIONS:

APPROVED:
_______________________
Shannon Shaw, Mayor
ATTEST:
____________________ _______________________
Kim Snodgrass, City Clerk Date
37 WHEN RECORDED MAIL TO:

City Clerk
City Of Oakley
3231 Main Street
Oakley, CA 94561
RECORDING REQUESTED BY:

City Of Oakley
3231 Main Street
Oakley, CA 94561
SPACE ABOVE THIS LINE RESERVED FOR RECORDER’S USE

NOTICE OF COMPLETION
Fiscal Year (FY) 2024/25 Curb, Gutter, & Sidewalk Repair & Replacement Project – Capital Improvement Project Number 311
NOTICE IS HEREBY GIVEN THAT:

The CITY OF OAKLEY, a political subdivision of the State of California, did, on April 8, 2025, enter into an agreement with Franco Engineering Inc., for the construction of Capital Improvement Program Project Number 311 – FY 2024/245 Curb, Gutter, & Sidewalk Repair & Replacement Project located on various streets located within the City of Oakley limits.

The Owner’s nature of interest or estate in the property described below is in fee.

The work described in the contract documents was to furnish all material, labor, and equipment necessary to complete FY 2024/25 Curb, Gutter, & Sidewalk Repair & Replacement Project – CIP 311.

On August 12, 2025, said contract, as a whole was completed and the work was accepted by the City Council of the City of Oakley.
______________________________________________________________________

VERIFICATION
I have read the foregoing NOTICE OF COMPLETION and know the contents thereof; the same is true of my knowledge. I declare under penalty of perjury under the laws of the State of California that the foregoing is true and correct, and that this declaration was executed this 12th day of August 2025 at Oakley, California.

Date: ______________ By:

Kim Snodgrass, City Clerk
City of Oakley, California

PURSUANT TO GOVERNMENT
CODE §6103 NO FEE IS REQUIRED

FOR THE RECORDATION OF THIS

DOCUMENT
38 AMENDMENT NUMBER 1 TO THE AGREEMENT BETWEEN THE CITY OF OAKLEY AND FRANCO ENGINEERING, INC. FOR FY 2024/25 CURB, GUTTER AND SIDEWALK REPAIR AND RECONSTRUCTION PROJEC T – CIP NO. 311 This Amendment is entered into by and between the City of Oakley, a municipal corporation (hereinafter referred to as “City”), and Franco Engineering, Inc., (hereinafter referred to as “Contractor”), effective as of the 12th day of August 2025.

RECITALS
A. On April 8, 2025, City and Contractor executed an Agreement in the amount of $106,570 for FY 2024/25 Curb, Gutter and Sidewalk Repairs and Reconstruction – CIP No. 311 for various locations in Oakley (hereinafter referred to as the “Agreement”); and,
B. City and Contractor now desire that the following amendments be made to the Contractor’s services; Additional 1,336 square feet of sidewalk replacements to make the correct elevations to match the grades.

C. City and Contractor now wish to amend the Agreement to amend the additional scope of services and include appropriate payment provisions for the additional services.

AGREEMENT
NOW, THEREFORE, in consideration of the mutual covenants, promises and agreements contained herein, City and Contractor mutually agree, and covenant as follows:

1. Except as provided herein, the terms used in this Amendment shall have the same meaning as the same terms have in the Agreement.

2. The Agreement is hereby amended as follows:
a. See Attached Change Order 1 & 2: Additional 1,336 square feet of sidewalk replacements.
b. Section 1.05 - Contract Amount and Payments; is amended as follows:

An additional $39,530, for a new not to exceed contract amount of $145,600, which is under the project budget amount of $150,000.

3. Except as provided herein, all other terms and provisions of the Agreement shall remain in full force and effect.

IN WITNESS WHEREOF, the City of Oakley, a municipal corporation, has authorized the execution of this Amendment in duplicate by its City Manager and attestation by its City Clerk as authorized by the City’s Purchasing Ordinance and the parties have caused this Amendment to be executed in duplicate.
39 CITY
City of Oakley, a municipal corporation
By: ____
Joshua McMurray, City Manager

CONTRACTOR
Franco Engineering, Inc., a
California Corporation
By: ________________________
Signature

By:

Name, Title
ATTEST:
__________________________________
Kim Snodgrass, City Clerk
APPROVED AS TO FORM:
_________________________________
Derek P. Cole, City Attorney
40 41
42 43
44 45

STAFF REPORT
City of Oakley | 3231 Main Street, Oakley, CA 94561
O (925) 625-7000 | F (925) 625-9859 | www.oakleyca.gov
DATE: August 12, 2025
TO: Joshua McMurray, City Manager
FROM: Kevin Rohani, Public Works Director/City Engineer SUBJECT: Adopt two Resolutions Approving a Subdivision Improvement Agreement and Final Map for Burroughs Subdivision 9557 located at the northeast corner of East Cypress Road and Knightsen Avenue Background and Analysis
On December 10, 2019, the City of Oakley entered into a Cooperative Agreement with WestGate Services, Inc. for the entitlement and preparation for sale of the Burroughs property.

On January 14, 2021, Westgate Ventures filed an application requesting approval of a Rezone (RZ 01-21) and Vesting Tentative Map (TM 01-21) to rezone the property from the A-3 (Heavy Agriculture) District to the Planned Development (P-1) District and to subdivide the approximately 43.24-acre project site into 208 single-family residential lots with associated site improvements and amenities. The project is located at the northeast corner of East Cypress Road and Knightsen Avenue (APNs: 032- 081-026 and 032-081-025).

On May 25, 2021, the City Council opened the public hearing at which it received a report from City Staff, oral and written testimony from the 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.

On May 25, 2021, by Resolution 58-21, the City Council approved the Subdivision 9557 Vesting Tentative Map (TM 01-21) subdividing 43.24 acres into 208 residential lots and other improvements at the project site.

KB Home North Bay, LLC. is now the current Developer for this project and requesting approval for the City Council to execute the Subdivision Improvement Agreement and Final Map for Subdivision 9557 Burroughs Property.

Consistency with the Oakley Strategic Plan 27+
This item is consistent with the Strategic Plan 27+ Community Health and Safety goals to build healthy neighborhoods, community resources, and safe streets.

Approved and
Forwarded to the
City Council
46 STAFF REPORT
City of Oakley | 3231 Main Street, Oakley, CA 94561
O (925) 625-7000 | F (925) 625-9859 | www.oakleyca.gov
2 Fiscal Impact
There is no fiscal impact associated with this action as all the work is being performed by the Developer.

Staff Recommendation
Staff recommend that the City Council adopt the Resolutions authorizing the City Manager to execute the Subdivision Improvement Agreement and approve the Final Map for Subdivision 9557 Burroughs Property.

Attachments
Attachment 1. Vicinity Map
Attachment 2. Resolution Approving the Final Map titled Subdivision 9557 Burroughs Property
Attachment 3. Resolution Approving the Subdivision Improvement Agreement Attachment 4. Subdivision Improvement Agreement (SIA)
Exhibit A – Resolution 58-21
Exhibit B – Prevailing Wage
Exhibit C – Insurance Requirements
Exhibit D – Verification of Required Insurance
Attachment 5. Subdivision 9557 Burroughs Final Ma
47 Contra Costa Canal
E Cypress Rd E Cypress Rd
Contra Costa Canal
E Cypress R
Vicinity Map
Subdivision 9557
Burroughs Property ¯
48 RESOLUTION NO. XX-25

A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF OAKLEY APPROVING THE FINAL MAP OF SUBDIVISION 9557 BURROUGHS SUBDIVISION WHEREAS, On December 10, 2019, the City of Oakley entered into a Cooperative Agreement with WestGate Services, Inc. for the entitlement and preparation for sale of the Burroughs property; and
WHEREAS, On January 14, 2021, Westgate Ventures filed an application requesting approval of a Rezone (RZ 01-21) and Vesting Tentative Map (TM 01-21) to rezone the property from the A-3 (Heavy Agriculture) District to the Planned Development (P-1) District and to subdivide the approximately 43.24-acre project site into 208 single-family residential lots with associated site improvements and amenities. The project is located at the northeast corner of East. Cypress Road and Knightsen Avenue (APNs: 032-081- 026 and 032-081-025); and
WHEREAS, On May 25, 2021, the City Council opened the public hearing at which it received a report from City Staff, oral and written testimony from the 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 projects, as revised by the City Council during its deliberations; and
WHEREAS, On May 25, 2021, by Resolution 58-21, the City Council approved the Subdivision 9557 Vesting Tentative Map (TM 01-21) subdividing 43.24 acres into 208 residential lots and other improvements at the project site; and WHEREAS, the City Engineer has determined that the conditions of approval for the project have been satisfied; and
WHEREAS, the City Surveyor has determined that the final map attached hereon as Exhibit A is technically correct.

NOW, THEREFORE, BE IT RESOLVED by the City Council of the City of Oakley that the final map labeled “Subdivision 9557”, as prepared by Carlson, Barbee, & Gibson, Inc. be approved.

PASSED AND ADOPTED by the City Council of the City of Oakley, California, this 12th day of August 2025 by the following vote:

AYES:

NOES:

ABSTENTIONS:

ABSENT:

APPROVED:
49 ___________________
Shannon Shaw, Mayor
ATTEST:
_______________________
Kim Snodgrass, City Clerk Date
50 Resolution No. XX-25 Page 1 of 1
RESOLUTION NO. XX-25

A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF OAKLEY APPROVING

THE SUBDIVISION IMPROVEMENT AGREEMENT WITH KB HOME NORTH BAY, LLC FOR SUBDIVISION 9557 BURROUGHS PROPERTY AND AUTHORIZING THE

CITY MANAGER TO SIGN THE AGREEMENT
WHEREAS, the City Council of the City of Oakley, California, wishes to enter into a Subdivision Improvement Agreement with KB Home North Bay, LLC for the development of a residential subdivision known as Subdivision 9557 Burroughs Property; and
WHEREAS, this agreement will require the developer to complete $887,000 for Grading, $4,459,000 for Public Improvements, and $1,897,000 for Landscape Improvements, in accordance with the project conditions of approval and City standard construction design.

NOW, THEREFORE, BE IT RESOLVED by the City Council of the City of Oakley that the Subdivision Improvement Agreement with KB Home North Bay, LLC is hereby approved and the City Manager is hereby authorized to execute the Subdivision Improvement Agreement for the development of Subdivision 9557 Burroughs Property in the form attached hereto as Exhibit A is made part of this resolution.

PASSED AND ADOPTED by the City Council of the City of Oakley this 12th day of August 2025 by the following vote:

AYES:

NOES:

ABSENT:

ABSTENTIONS:

APPROVED:

__________________
ATTEST: Shannon Shaw, Mayor
______
Kim Snodgrass, City Clerk Date
51 4857-6710-1932.3

Page 1 ends

CITY OF OAKLEY

SUBDIVISION IMPROVEMENT AGREEMENT
SUBDIVISION 9557
This Subdivision Improvement Agreement (this “Agreement” is dated as of August 12, 2025 and evidences the agreement between (i) the City of Oakley, a municipal corporation and general law city of the State of California (the “City”) and (ii) and KB Home North Bay, LLC (the "Developer" or “Subdivider”), (collectively “Parties”) to improve and dedicate those public improvements imposed by Resolution No. 58-21.

RECITALS
WHEREAS, on May 25, 2021 the City Council of the City of Oakley, California, adopted Resolution Number 58-21 authorizing Subdivision 9557 in accordance with: the requirements of the Subdivision Map Act of the State of California; and Oakley Municipal Code Section 6.3.100, et. seq.; those certain plans and specifications for said development approved by City and titled (i) Subdivision 9557 – Burroughs Property Rough Grading Plans and (ii) Subdivision 9557 – Burroughs Property Improvement Plans are now on file in the office of the City Engineer; and those conditions set forth in the Conditions of Approval (“COA”) (the “Improvements”); and WHEREAS, Subdivider has applied to City for final parcel map approval without having completed all the Improvements; nor having met Conditions of Approval (“COA”) and therefore will enter into an agreement with the City providing for the future construction and installation of the improvements, as required by the Subdivision Map Act, Government Code Section 66410 et seq., and Oakley Municipal Code section, 6.3.100, et. seq,; and WHEREAS, Developer intends to satisfactorily complete the Improvements within the time hereinafter specified, and City intends to accept Developer's offer(s) of dedication of the Improvements in consideration for Developer's satisfactory performance of the terms and conditions of this Agreement; and
WHEREAS, the satisfaction of all COAs, including the following specific COAs are the subject of this Agreement: Offsite and Drainage Public Improvements. Developer’s agreement to satisfy all COAs, and construct the Improvements identified in the aforementioned COAs is a material part of the consideration for this Agreement; and WHEREAS, City has adopted standards for the construction and installation of improvements within City. The Improvement Plans have been prepared in conformance with City standards in effect on the date of approval of the Resolution No. 58-21; WHEREAS, Subdivider recognizes that by approving the final map for Subdivisionm9557, City has conferred substantial rights upon Developer, including the right to sell, lease, or finance lots within the Subdivision, and has taken the final act necessary to subdivide the property within the Subdivision. As a result, City will be damaged to the extent of the cost of installation of the improvements by Subdivider’s failure to perform its obligations under this Agreement, including, but not limited to, Subdivider's obligation to commence construction of the improvements by the time established in this Agreement. City shall be 52 4857-6710-1932.3

Page 2 ends

entitled to all remedies available to it pursuant to this Agreement and law in the event of a default by Subdivider. It is specifically recognized that the determination of whether a reversion to acreage or rescission of the Subdivision constitutes an adequate remedy for default by the Subdivider shall be within the sole discretion of City.

NOW, THEREFORE, in consideration of the mutual promises, conditions and covenants herein contained, the parties agree as follows:

1. Purpose. The purpose of this Agreement is to guarantee completion of certain improvements in accordance with the Improvement Plans and ensure satisfactory performance by Subdivider of Subdivider’s obligations to satisfy theConditions of Approval.

2. Improvements. Developer agrees to install the road improvements (both public and private), sewer and drainage improvements, signs, street lights, fire hydrants, landscaping, and such other improvements (including appurtenant equipment) as required as conditions of approval of Tentative Map 01-21 as set forth in Exhibit A to this Agreement, which is incorporated herein as if set forth at this point, or as otherwise required in the subdivision ordinance., including without limitation all Improvements identified in the following unsatisfied COA’s: Offsite and Drainage Public Improvements. In the event that any provision of this Agreement conflicts with the provisions of Exhibit A the provisions of Exhibit A shall prevail to the extent that the conflicting provision in Exhibit A requires a greater or more extensive improvement or expenditure, or to the extent that that provision extends Developer’s obligations over a greater period of time than the specific provision set forth herein. Such improvements shall also be made in conformance with the Oakley Municipal Code and Contra Costa County Ordinance Code, as adopted and enforced by the City.

Developer will commence construction of the Improvements within thirty (30) days following the date of execution this Agreement. Developer shall complete said work not later than 12 months following said date of execution in a good workmanlike manner, in accordance with accepted construction practices and in a manner equal or superior to the requirements of the City of Oakley Municipal Code and Contra Costa County Ordinance Code and rulings made thereunder; and where there is a conflict between the improvement plans and the City Municipal Code or County Ordinance Code, the stricter requirements shall govern. The City relies on certain laws, ordinances and design standards of the County of Contra Costa and such references herein to the County Code or County Ordinance Code are understood to refer to such ordinances and codes as if adopted by the City of Oakley.

3. Estimated Cost of Improvements and Possible Future Cash Deposit. The estimated cost of constructing the Improvements required by this Agreement as adjusted for inflation is agreed to be $4,459,000 for Public Improvements, $887,000 for Grading and $1,897,000 for Public Landscaping. Said amounts include costs and reasonable expenses and fees which may be incurred in enforcing the obligation secured.

4. Bonds Furnished. Concurrently with the execution of this Agreement, Developer shall furnish City with the following security in the forms specified in Government Code sections 66499.1 and 66499.2 or in a form satisfactory to the City Attorney if different from such 53 4857-6710-1932.3

Page 3 ends

Government Code forms:

A. Faithful Performance. Either a cash deposit, a corporate surety bond issued by a company duly and legally licensed to conduct a general surety business in the State of California, or an instrument of credit equivalent to one hundred percent (100%) of the estimate set forth in Paragraph 2 and sufficient to assure City that The Improvements will be satisfactorily completed. A minimum of one percent (1%) of the security shall be a cash deposit.

B. Labor and Materials. Either a cash deposit, a corporate surety bond issued by a company duly and legally licensed to conduct a general surety business in the State of California, or an instrument of credit equivalent to fifty percent (50%) of the estimate set forth in Paragraph 2 and sufficient to assure City that Developer's contractors, subcontractors, and other persons furnishing labor, materials, or equipment shall be paid therefor.

C. Cash Deposit. If required by City, a cash deposit, corporate surety bond, or instrument of credit sufficient to assure City that the surface water drainage of the subdivision shall not interfere with the use of neighboring property, including public streets and highways.

City shall be the sole indemnitee named on any instrument required by this Agreement.

Any instrument or deposit required herein shall conform with the provisions of Chapter 5 of the Subdivision Map Act. Developer may request that portions or all of the bonds may be substituted by other parties in the event that portions or all of the Subdivision is sold to other parties, and such substitution shall not be unreasonably withheld by City.

5. Prevailing Wage. City has determined that construction of the Improvements falls within the definition of “public works” set forth in California Labor Code Section 1720. Subject to any amendments to Labor Code Section 1720 et seq., Developer shall comply with Labor Code Section 1720 et seq., shall comply with the provisions set forth in Exhibit B and shall ensure that any contractors and subcontractors comply with the provisions of Exhibit B.

Developer shall waive, indemnify, hold harmless and defend City concerning any liability arising out of Labor Code Section 1720, et seq.

6. Work Performance and Guarantee. Except as otherwise expressly provided in this Agreement, and excepting only items of routine maintenance, ordinary wear and tear and unusual abuse or neglect, Developer guarantees all work executed by Developer and/or Developer's agents, and all supplies, materials and devices of whatsoever nature incorporated in, or attached to the work, or otherwise delivered to City as a part of the work pursuant to the Agreement, to be free of all defects of workmanship and materials for a period of one (1) year after initial acceptance of the entire work by City. Developer shall repair or replace any or all such work or material, together with all or any other work or materials which may be displaced or damaged in so doing, that may prove defective in workmanship or material within said oneyear guarantee period without expense or charge of any nature whatsoever to City. Developer further covenants and agrees that when defects in design, workmanship and materials actually 54 4857-6710-1932.3

Page 4 ends

appear during the one-year guarantee period, and have been corrected, the guarantee period shall automatically be extended for an additional year to insure that such defects have actually been corrected.

In the event the Developer shall fail to comply with the conditions of the foregoing guarantee within thirty (30) days’ time, after being notified of the defect in writing, City shall have the right, but shall not be obligated, to repair or obtain the repair of the defect, and Developer shall pay to City on demand all costs and expense of such repair. Notwithstanding anything herein to the contrary, in the event that any defect in workmanship or material covered by the foregoing guarantee results in a condition which constitutes an immediate hazard to the public health, safety, or welfare, City shall have the right to immediately repair, or cause to be repaired, such defect, and Developer shall pay to City on demand all costs and expense of such repair. The foregoing statement relating to hazards to health and safety shall be deemed to include either temporary or permanent repairs which may be required as determined in the sole discretion and judgment of City.

If City, at its sole option, makes or causes to be made the necessary repairs or replacements or performs the necessary work, Developer shall pay, in addition to actual costs and expenses of such repair or work, fifty percent (50%) of such costs and expenses for overhead and interest at the maximum rate of interest permitted by law accruing thirty (30) days from the date of billing for such work or repairs.

7. Duty to Maintain Improvements. City shall not be responsible or liable for the maintenance or care of the Improvements until City formally approves and accepts them in accordance with its policies and procedures. City shall exercise no control over the Improvements until approved and accepted. Any use by any person of the Improvements, or any portion thereof, shall be at the sole and exclusive risk of the Developer at all times prior to City’s acceptance of the Improvements. Developer shall maintain all the Improvements in a state of good repair until they are completed by Developer and approved and accepted by City.

Maintenance shall include, but shall not be limited to, repair of pavement, curbs, gutters, sidewalks, signals, parkways, water mains, and sewers; maintaining all landscaping in a vigorous and thriving condition reasonably acceptable to City; removal of debris from sewers andstorm drains; and sweeping, repairing, and maintaining in good and safe condition all streets and street improvements.

It shall be Developer’s responsibility to initiate all maintenance work, but if it shall fail to do so, it shall promptly perform such maintenance work when notified to do so by City. If Developer fails to properly prosecute its construction standard and maintenance obligations in Section 6 and 7, City may do all work necessary for such maintenance and the cost thereof shall be the responsibility of Developer and its surety under this Agreement if necessary. Until final acceptance of the Improvements, Subdivider shall give good and adequate warning to the public of each and every dangerous condition existent in said improvements, and will take all reasonable actions to protect the public from such dangerous condition. City shall not be responsible or liable for any damages or injury of any nature in any way related to or caused by the Improvements or their condition prior to acceptance. Notwithstanding the above, Developer shall make available for public use any streets, curbs, gutters, sidewalks or walkways, 55 4857-6710-1932.3

Page 5 ends

streetlights, street furniture, storm drain improvements, fire hydrants, and any other facilities intended for general public use, which are installed, altered or affected by the Work, as soon as they can be safely placed in service.

8. Insurance Required. Concurrently with the execution hereof, Developer shall obtain or cause to be obtained and filed with the City, all insurance required in this paragraph and as set forth in Exhibit C, and such insurance shall have been approved by the Finance Director of City, or his designee, as to form, amount and carrier. Prior to the commencement of work under this Agreement, Developer's general contractor shall obtain or cause to be obtained and filed with the Finance Director, all insurance required under this paragraph and as set forth in Exhibit C, evidenced herein as Exhibit D, and such insurance shall have been approved by the Finance Director of City, as to form, amount and carrier. Developer shall not allow any contractor or subcontractor to commence work on this contract or subcontract until all insurance required for Developer and Developer's general contractor shall have been so obtained and approved. Said insurance shall be maintained in full force and effect until the completion of work under this Agreement and the final acceptance thereof by City. All requirements herein provided shall appear either in the body of the insurance policies or as endorsements and shall specifically bind the insurance carrier.

9. Inspection of the Work. All of the Work shall be performed to the satisfaction of the City Engineer in his or her reasonable discretion. The City and its authorized agents shall, at all times during the performance of the Work, have free access to the Work and shall be allowed to examine the Work and all materials used and to be used in the Work. Any Work performed without inspection is subject to rejection by City. All Work shall be performed during the City’s normal working hours and work days. If an inspector is available, Developer shall pay the actual costs for overtime work as provided in Section 10 below. If an inspector is not available, no Work shall be performed.

10. Indemnity. City or any officer or employee thereof shall not be liable for any injury to persons or property occasioned by reason of the acts or omissions of Subdivider, its agents or employees in the performance of this Agreement. Subdivider further agrees to protect, indemnify, and hold harmless City, its officials and employees from any and all claims, demands, causes of action, liability or loss of any sort, because of, or arising out of, acts or omissions of Subdivider, its agents or employees in the performance of this Agreement, including all claims, demands, causes of action, liability, or loss because of, or arising out of, in whole or part, the design or construction or both of the improvements. This indemnification and agreement to hold harmless shall extend to injuries to persons and damages or taking of property resulting from the design or construction or both of said Subdivision, and the public improvements as provided herein, and in addition, injuries to adjacent property owners as a consequence of the diversion of waters from the design or construction or both of public drainage systems, streets and other public improvements. Acceptance by City of the improvements shall not constitute an assumption by the City of any responsibility for any damage or taking covered by this paragraph. City shall not be responsible for the design or construction of the Subdivision or the improvements pursuant to the approved improvement plans or map, regardless of any negligent action or inaction taken by City in approving the plans or maps, unless the particular improvement design was specifically required by City over written 56 4857-6710-1932.3

Page 6 ends

objection by Subdivider submitted to the City Engineer before approval of the particular improvement design, which objection indicated that the particular improvement design was dangerous or defective and suggested an alternative safe and feasible design. Provisions of this paragraph shall remain in full force and effect for 10 years following the final acceptance by the City of the improvements. It is the intent of this section that Subdivider shall be responsible for all liability for design and construction of the improvements installed or work done pursuant to this Agreement and that the City shall not be liable for any negligence, nonfeasance, misfeasance or malfeasance in approving, reviewing, checking, or correcting any plans or specifications or in approving, reviewing or inspecting any work or construction. The improvement security shall not be required to cover the provisions of this paragraph. The requirements as to the types and limits to be maintained by Subdivider, and any approval of such insurance by City, are not intended to and will not in any manner limit or qualify the liabilities and obligations otherwise assumed by Subdivider pursuant to this Agreement, including, without limitation, to the provisions concerning indemnification.

11. Abandonment of Work; Notice. If Developer refuses or fails to obtain prosecution of the work, or any severable part thereof, with such diligence as will insure its completion within the time specified, or any extension thereof, or fails to obtain completion of said work within such time, or if Developer should be adjudged as bankrupt, or should make a general assignment for the benefit of Developer's creditors, or if a receiver should be appointed, or if Developer, or any of Developer's contractors, subcontractors, agents or employees should violate any of the provisions of this Agreement, the City through its Public Works Director may serve written notice on Developer and Developer's surety or holder of other security of breach of this Agreement, or of any portion, thereof, and default of Developer.

In the event of any such notice of breach of this Agreement, Developer's surety shall have the duty to take over and complete the Improvements herein specified; provided, however, that if the surety, within thirty (30) days after the serving upon it of such notice of breach, does not give City written notice of its intention to take over the performance of the contract, and does not commence performance thereof within thirty (30) days after notice to City of such election, City may take over the work and prosecute the same to completion, by contract or by any other method City may deem advisable. At the expense of Developer and Developer's surety shall be liable to City for any damages and/or reasonable and documented excess costs occasioned by City thereby; and, in such event, City, without liability for so doing, may take possession of, and utilize in completing the work, such materials, appliances, plant and other property belonging to Developer as may be on the site of the work and necessary therefor.

All notices herein required shall be in writing, and delivered in person or sent by registered mail, postage prepaid.

Notices required to be given to City shall be addressed as follows:

Attn: City Manager and City Engineer
City of Oakley
3231 Main Street
Oakley, CA 94561
57 4857-6710-1932.3

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Notices required to be given to Developer shall be addressed as follows:

Attn: Matt Sauls
KB Home North Bay
4830 Business Center Drive, Suite 150
Fairfield, CA 94534
Notices required to be given to the Surety of Developer shall be addressed as follows:

Attn: My Hua
Marsh USA LLC
17901 Von Karman Ave., Suite 1100
Irvine, CA 92614
Any party or the surety may change such address by notice in writing to the other party and thereafter notices shall be addressed and transmitted to the new address.

Concurrently with the execution of this Agreement, Developer has executed and has caused to be acknowledged an abstract of this Agreement. Developer agrees that City may record this abstract in the Official Records of Contra Costa County.

12. Inspection of the Work. All of the Work shall be performed to the satisfaction of the City Engineer in his or her reasonable discretion. The City and its authorized agents shall, at all times during the performance of the Work, have free access to the Work and shall be allowed to examine the Work and all materials used and to be used in the Work. Any Work performed without inspection is subject to rejection by City. All Work shall be performed during the City’s normal working hours and work days. If an inspector is available, Developer shall pay the actual costs for overtime work as provided in Section 10 below. If an inspector is not available, no Work shall be performed.

13. Liability.

A. Developer Primarily Liable. Developer hereby warrants that the design and construction of The Improvements will not adversely affect any portion of adjacent properties and that all work will be performed in a proper manner.

Developer agrees to indemnify, defend, release, and hold harmless City, and each of its elective and appointive boards, commissions, officers agents and employees, from and against any and all loss, claims, suits, liabilities, actions, damages, or causes of action of every kind, nature and description, directly or indirectly arising from an act or omission of Developer, its employees, agents, or independent contractors in connection with Developer's actions and obligations hereunder; provided as follows:

1. That City does not, and shall not, waive any rights against Developer which it may have by reason of the aforesaid hold harmless 58 4857-6710-1932.3

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agreement, because of the acceptance by City, or the deposit with City by Developer, of any of the insurance policies described in Paragraph 4 hereof.

2. That the aforesaid hold harmless agreement by Developer shall apply to all damages and claims for damages of every kind suffered, or alleged to have been suffered, by reason of any of the aforesaid operations referred to in this paragraph, regardless of whether or not City has prepared, supplied, or approved of plans and/or specifications for the subdivision, or regardless of whether or not such insurance policies shall have been determined to be applicable to any of such damages or claims for damages.

B. Design Defect. If, in the opinion of the City, a design defect in the work of improvement becomes apparent during the course of construction, or within one (1) year following acceptance by the City of the improvements, and said design defect, in the opinion of the City, may substantially impair the public health and safety, Developer shall, upon order by the City, correct said design defect at his sole cost and expense, and the sureties under the Faithful Performance and Labor and Materials Bonds shall be liable to the City for the corrective work required.

C. Litigation Expenses. In the event that legal action is instituted by either party to this Agreement, and said action seeks damages for breach of this Agreement or seeks to specifically enforce the terms of this Agreement, and, in the event, judgment is entered in said action, the prevailing party shall be entitled to recover its attorneys' fees and court costs. If City is the prevailing party, City shall also be entitled to recover its attorney’s fees and costs in any action against Developer’s surety on the bonds provided under paragraph.

D. Patent and Copyright Costs. In the event that said plans and specifications require the use of any material, process or publication which is subject to a duly registered patent or copyright, Developer shall be liable for, and shall indemnify City from any fees, costs or litigation expenses, including attorneys' fees and court costs, which may result from the use of said patented or copyrighted material, process or publication.

14. Acceptance of Improvements. Subdivider warrants that it has an interest in the real property that comprises the subject Final Map. Upon acceptance of the work on behalf of City and recordation of the Notice of Completion, ownership of the improvements constructed pursuant to this Agreement shall vest in City. Acceptance of the work on behalf of City shall be made by the City Council upon recommendation of the City Engineer after final completion of improvements. The City Council shall act upon the Engineer's recommendation within 30 days from the date the City Engineer notifies the City Council that the work has been finally completed, as provided in Section 11. Such acceptance shall 59 4857-6710-1932.3 Page 9
not constitute a waiver of defects by City.

15. Agents. Neither Subdivider nor any of Subdivider's agents, employees, contractors or subcontractors are or shall be considered to be agents of City in connection with the performance of Subdivider's obligations under this Agreement.

16. Assignment. This Agreement shall not be assigned by Developer without the written consent of City. Assignment of Agreement shall not impact the effectiveness of this Agreement of subsequent owners

17. Time is of the essence in this Agreement. Upon completion, Developer shall furnish City with a complete and reproducible set of final as-built plans of the Improvements, including any authorized modifications.

IN WITNESS WHEREOF, the parties hereto have executed this Agreement in duplicate at Oakley, California, the day and year first above written.

CITY OF OAKLEY
By: _______________________
Joshua McMurray, City Manager
APPROVED AS TO FORM:

By: _______________________
Derek P. Cole, City Attorney
ATTEST:
_________________________
Kim Snodgrass, City Clerk
Exhibits:

Exhibit A. City of Oakley, City Council, Resolution 58-21 Exhibit B. Prevailing Wage
Exhibit C. Insurance Requirements
Exhibit D. Verification of Required Insurance

DEVELOPER
By:_____________________________
Matt Sauls, Division President
60 4857-6710-1932.3 Page 10
State of California
County of Contra Costa
On_______________, before me, ____________________, Notary Public, personally appeared _______________________, who proved to me on the basis of satisfactory evidence to be the person(s) whose name(s) is/are subscribed to the within instrument and acknowledged to me that he/she/they executed the same in his/her/their authorized capacity(ies), and that by his/her their signature(s) on the instrument the person(s) or the entity upon behalf of which the person(s) acted, executed the instrument.

I certify under PENALTY OF PERJURY
under the laws of the State of California that
the foregoing paragraph is true and correct.

Witness my hand and official seal.

Signature________________________
Signature of Notary Public
A Notary public or other officer completing this certificate verifies only the identity of the individual who signed the document to which this certificate is attached, and not the truthfulness, accuracy, or validity of that document.
61 4857-6710-1932.3 Page 11

EXHIBIT A
(RESOLUTION 58-21)
62 4857-6710-1932.3 Page 12

EXHIBIT B

PROVISIONS REQUIRED FOR PUBLIC WORKS PROJECTS
PURSUANT TO CALIFORNIA LABOR CODE SECTION 1720 ET SEQ.

The Developer will ensure that any contract issued by the Developer or any privities of the Developer concerning the Improvements includes and requires the parties to such contract to comply with, all applicable provisions contained in this Exhibit A and any other applicable requirements contained in California Labor Code Section 1720 and following.

HOURS OF WORK:

A. In accordance with California Labor Code Section 1810, eight (8) hours of labor in performance of the Services shall constitute a legal day’s work under this Agreement.

B. In accordance with California Labor Code Section 1811, the time of service of any worker employed in construction of the Improvements is limited to eight hours during any one calendar day, and forty hours during any one calendar week, except in accordance with California Labor Code Section 1815; which provides that work in excess of eight hours during any one calendar day and forty hours during any one calendar week is permitted upon compensation for all hours worked in excess of eight hours during any one calendar day and forty hours during any one calendar week at not less than one-and-one-half times the basic rate of pay.

C. The Developer and its contractors and subcontractors shall forfeit as a penalty to the City $25 for each worker employed in the construction of the Improvements for each calendar day during which the worker is required or permitted to work more than eight (8) hours in any one calendar day, or more than forty (40) hours in any one calendar week, in violation of the provisions of California Labor Code Section 1810 and following.

WAGES:

A. In accordance with California Labor Code Section 1773.2, the City has determined the general prevailing wages in the locality in which the Improvements are to be constructed for each craft or type of work needed to be as published by the State of California Department of Industrial Relations, Division of Labor Statistics and Research, a copy of which is on file in the City Engineer’s office and shall be made available on request. The Developer, and contractors and subcontractors engaged in the construction of the Improvements shall pay no less than these rates to all persons engaged in construction of the Improvements.

B. In accordance with Labor Code Section 1775, the Developer and any contractors 63 4857-6710-1932.3 Page 13
and subcontractors engaged in construction of the Improvements shall comply with Labor Code Section 1775 which establishes a penalty of up to $50 per day for each worker engaged in the construction of the Improvements who the Developer or any contractor or subcontractor pays less than the specified prevailing wage. The amount of such penalty shall be determined by the Labor Commissioner and shall be based on consideration of the mistake, inadvertence, or neglect of the Developer, contractor or subcontractor in failing to pay the correct rate of prevailing wages, or the previous record of the Developer, contractor or subcontractor in meeting applicable prevailing wage obligations, or the willful failure by the Developer, contractor or subcontractor to pay the correct rates of prevailing wages. A mistake, inadvertence, or neglect in failing to pay the correct rate of prevailing wages is not excusable if the Developer, contractor or subcontractor had knowledge of their obligations under the California Labor Code. The Developer, contractor or subcontractor shall pay the difference between the prevailing wage rates and the amount paid to each worker for each calendar day or portion thereof for which each worker was paid less than the prevailing wage rate. If a subcontractor worker engaged in construction of the Improvements is not paid the general prevailing per diem wages by the subcontractor, subject to applicable law, the prime contractor is not liable for any penalties therefore unless the prime contractor had knowledge of that failure or unless the prime contractor fails to comply with all of the following requirements:

1. Any agreement executed between the Developer and a contractor or a contractor and a subcontractor for the construction of part of the Improvements shall include a copy of the provisions of California Labor Code Sections 1771, 1775, 1776, 1777.5, 1813, and 1815.

2. The contractor shall monitor payment of the specified general prevailing rate of per diem wages by the subcontractor by periodic review of any subcontractor’s certified payroll records.

3. Upon becoming aware of a subcontractor’s failure to pay the specified prevailing rate of wages, the contractor shall diligently take corrective action to halt or rectify the failure, including, but not limited to, retaining sufficient funds due the subcontractor for construction of the Improvements.

4. Prior to making final payment to the subcontractor, the contractor shall obtain an affidavit signed under penalty of perjury from the subcontractor that the subcontractor has paid the specified general prevailing rate of per diem wages employees engaged in the construction of the Improvements and any amounts due pursuant to California Labor Code Section 1813.

C. In accordance with California Labor Code Section 1776, the Developer and each contractor and subcontractor engaged in construction of the Improvements, shall keep accurate payroll records showing the name, address, social security number, work classification, straight time and overtime hours worked each day and week, and 64 4857-6710-1932.3 Page 14
the actual per diem wages paid to each journeyman, apprentice, worker, or other employee employed in construction of the Improvements. Each payroll record shall contain or be verified by a written declaration that it is made under penalty of perjury, stating both of the following:

1. The information contained in the payroll record is true and correct.

2. The employer has complied with the requirements of Sections 1771, 1811, and 1815 for any services performed by the employer’s employees on the public works project.

The payroll records required pursuant to California Labor Code Section 1776 shall be certified and shall be available for inspection by the City and its authorized representatives, the Division of Labor Standards Enforcement, the Division of Apprenticeship Standards of the Department of Industrial Relations and shall otherwise be available for inspection in accordance with California Labor Code Section 1776.

D. In accordance with California Labor Code Section 1777.5, the prime contractor, on behalf of the Developer and any contractors or subcontractors engaged in construction of the Improvements, shall be responsible for ensuring compliance with California Labor Code Section 1777.5 governing employment and payment of apprentices on public works contracts.

E. In case it becomes necessary for the Developer or any contractor or subcontractor engaged in construction of the Improvements to employ on the construction of the Improvements any person in a trade or occupation (except executive, supervisory, administrative, clerical, or other non manual workers as such) for which no minimum wage rate has been determined by the Director of the Department of Industrial Relations, the Developer, contractor or subcontractor shall pay the minimum rate of wages specified therein for the classification which most nearly corresponds to services to be performed by that person. The minimum rate thus furnished shall be applicable as a minimum for such trade or occupation from the time of the initial employment of the person affected and during the continuance of such employment.
65 4857-6710-1932.3 Page 15

EXHIBIT C

INSURANCE REQUIREMENTS

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

1. Commercial General Liability (CGL) Insurance Services Office Form CG 00 01 covering CGL on an “occurrence” basis, including products and completed operations, property damage, bodily injury and personal & advertising injury with limits no less than $5,000,000 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 (i.e., $10,000,000).

2. Automobile Liability Insurance Services Office Form Number CA 0001 covering Code 1 (any auto), with limits no less than $5,000,000 per accident for bodily injury and property damage.

3. Workers’ Compensation Insurance as required by the State of California, with Statutory Limits, and Employers’ Liability insurance with a limit of no less than $1,000,000 per accident for bodily injury or disease.

4. Builder’s Risk (Course of Construction) insurance utilizing an “All Risk” (Special Perils) coverage form, with limits equal to the completed value of the project and no coinsurance penalty provisions.

5. Surety Bonds as described below.

6. Professional Liability (if Design/Build), with limits no less than $1,000,000 per occurrence or claim, and $2,000,000 policy aggregate.

7. Contractors’ Pollution Legal Liability and/or Asbestos Legal Liability and/or Errors and Omissions (if project involves environmental hazards) with limits no less than $1,000,000 per occurrence or claim, and $2,000,000 policy aggregate.

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

The Contractor shall procure and maintain for the duration of the contract, and if Contractor has a claims-made policy, Contractor shall maintain for two years thereafter, insurance against claims for injuries to persons or damages to property which may arise from or in 66 4857-6710-1932.3 Page 16
connection with the performance of the work hereunder by the Contractor, its agents, representatives, employees or subcontractors.

Deductibles and Self-Insured Retentions
Any deductibles or self-insured retentions must be declared to and approved by the City. At the option of the City, either: the contractor shall cause the insurer to reduce or eliminate such deductibles or self-insured retentions as respects the City, its officers, officials, employees, and volunteers; or the Contractor shall provide a financial guarantee satisfactory to the City guaranteeing payment of losses and related investigations, claim administration, and defense expenses.

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

1. 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 Contractor including materials, parts, or equipment furnished in connection with such work or operations and automobiles owned, leased, hired, or borrowed by or on behalf of the Contractor. General liability coverage can be provided in the form of an endorsement to the Contractor’s insurance (at least as broad as ISO Form CG 20 10 11 85 or both CG 20 10 10 01 and CG 20 37 10 01forms if later revisions used).

2. For any claims related to this project, the Contractor’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 in excess of the Contractor’s insurance and shall not contribute with it.

3. Each insurance policy required by this clause shall provide notice will be provided to City in the event that the policy is terminated. Contractor shall immediately notify City of any insurance cancellation or termination and shall provide replacement insurance policy documentation to the City.

Builder’s Risk (Course of Construction) Insurance
Contractor may submit evidence of Builder’s Risk insurance in the form of Course of Construction coverage. Such coverage shall name the City as a loss payee as their interest may appear.

If the project does not involve new or major reconstruction, at the option of the City, an Installation Floater may be acceptable. For such projects, a Property Installation Floater shall be obtained that provides for the improvement, remodel, modification, alteration, conversion or adjustment to existing buildings, structures, processes, machinery and 67 4857-6710-1932.3 Page 17
equipment. The Property Installation Floater shall provide property damage coverage for any building, structure, machinery or equipment damaged, impaired, broken, or destroyed during the performance of the Work, including during transit, installation, and testing at the City’s site.

Claims Made Policies
If any coverage required is written on a claims-made coverage form:

1. The retroactive date must be shown, and this date must be before the execution 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 contract work.

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

4. A copy of the claims reporting requirements must be submitted to the City for review.

5. If the services involve lead-based paint or asbestos identification/remediation, the Contractors Pollution Liability policy shall not contain lead-based paint or asbestos exclusions. If the services involve mold identification/remediation, the Contractors Pollution Liability policy shall not contain a mod exclusion, and the definition of Pollution shall include microbial matter, including mold.

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

Waiver of Subrogation
Contractor hereby agrees to waive rights of subrogation which any insurer of Contractor may acquire from Contractor by virtue of the payment of any loss. Contractor agrees to obtain any endorsement that may be necessary to affect this waiver of subrogation.

Worker’s Compensation policies shall be endorsed with a waiver of subrogation in favor of the City for all work performed by the Contractor, its employees, agents and subcontractors.
68 4857-6710-1932.3 Page 18
Verification of Coverage
Contractor shall furnish the City with original certificates and amendatory endorsements, or copies of the applicable insurance language, effecting coverage required by this contract. 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 Contractor’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
Contractor 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. For CGL coverage subcontractors shall provide coverage with a format least as broad as CG 20 10 10 01 and CG 20 37 10 01.

Surety Bonds
Contractor shall provide the following Surety Bonds:

1. Bid bond

2. Performance bond

3. Payment bond

4. Maintenance bond
The Payment Bond and the Performance Bond shall be in a sum equal to the contract price.

If the Performance Bond provides for a one-year warranty a separate Maintenance Bond is not necessary. If the warranty period specified in the contract is for longer than one year a Maintenance Bond equal to 10% of the contract price is required. Bonds shall be duly executed by a responsible corporate surety, authorized to issue such bonds in the State of California and secured through an authorized agent with an office in California.

Special Risks or Circumstances
City reserves right to modify these requirements, including limits, based on the nature of the risk, prior experience, insurer, coverage, or other circumstances. 69 4857-6710-1932.3 Page 19

EXHIBIT D

VERIFICATION OF INSURANCE
70 1

OWNER'S STATEMENT

COUNTY RECORDER'S STATEMENT

OWNER'S ACKNOWLEDGMENT

CLERK OF THE BOARD OF SUPERVISORS'

STATEMENT

VICINITY MAP
SITE
JOB NO. 878-034 SHEET OF 13
SUBDIVISION 9557
CONSISTING OF 13 SHEETS

BEING A SUBDIVISION OF THE PARCEL OF LAND DESCRIBED
IN THE GRANT DEEDS RECORDED AS DOCUMENT NOS. 2024-0072206, AND 2024-0072209, CONTRA COSTA COUNTY RECORDS

CITY OF OAKLEY, CONTRA COSTA COUNTY, CALIFORNIA
APRIL 2025

CIVIL ENGINEERS SURVEYORS PLANNERS

SAN RAMON
WWW.CBANDG.COM

ROSEVILLE
(925) 866-0322
(916)788-4456
71 JOB NO. 878-034 SHEET OF 13 2
SUBDIVISION 9557
CONSISTING OF 13 SHEETS

BEING A SUBDIVISION OF THE PARCEL OF LAND DESCRIBED
IN THE GRANT DEEDS RECORDED AS DOCUMENT NOS. 2024-0072206, AND 2024-0072209, CONTRA COSTA COUNTY RECORDS

CITY OF OAKLEY, CONTRA COSTA COUNTY, CALIFORNIA
APRIL 2025

CIVIL ENGINEERS SURVEYORS PLANNERS

SAN RAMON
WWW.CBANDG.COM

ROSEVILLE
(925) 866-0322
(916)788-4456

CITY ENGINEER'S STATEMENT

CITY CLERK'S STATEMENT

CITY COUNCIL STATEMENT

CERTIFICATE OF DEDICATION FOR SAME

PUBLIC PURPOSE

CITY SURVEYOR'S STATEMENT

SURVEYOR'S STATEMENT

SIGNATURE OMISSIONS

SOILS REPORT
72 JERSEY ISLAND ROAD

CYPRESS ROAD KNIGHTSEN AVENUE DELANEY PARKWAY SELLERS AVENUE

DETAIL A DETAIL B
3 200'

GRAPHIC SCALE
200' 0' 100' 200' 400' 800'
SUBDIVISION 9557
SCALE: 1" =
CONSISTING OF 13 SHEETS

BEING A SUBDIVISION OF THE PARCEL OF LAND DESCRIBED
IN THE GRANT DEEDS RECORDED AS DOCUMENT NOS. 2024-0072206, AND 2024-0072209, CONTRA COSTA COUNTY RECORDS

CITY OF OAKLEY, CONTRA COSTA COUNTY, CALIFORNIA
APRIL 2025

CIVIL ENGINEERS SURVEYORS PLANNERS

SAN RAMON
WWW.CBANDG.COM

ROSEVILLE
(925) 866-0322
(916)788-4456
BASIS OF BEARINGS:

LEGEND
JOB NO. 878-034 SHEET OF 13
REFERENCES:

NOTE:
73 DAY SAILER AVENUE
5 89
87 88
90 83
80 81
82 85
84 73
69 70
71 72
76 74
75 78
77 79
68 55
67 66 65 64 63 62 61 60 59 58 57 56
50 53
51 54
52 2 3 4 5 6 7 8 9 10 1
19 18 17 16 15 14 13 12 11
38 37 36 34 35
39 41
22 20
21 25
26 23
24 33
32 28
31 27
30 29
48 49
134 129 128 127 126 125 124 133 132 131 130 140 136 135 143 139 138 137 144 142 141 157 158
153
154 155
159
118
119 120
161
162
163
164
207
166
204
205
203
202
201
146 147
145
165
206
166
167
168
169
170
201
200
199
198
197
171
196
195
44 47
46 45
175
173
172
174
195
194
193
175
173 191
192
172
174
177
176
178
193
189
190
184 185 187 186
188
183 182 181 179 180
93 94
6 7
8 9
10 11
12 13

DAY SAILER AVENUE TIDEPOOL WAY

SCHOONER WAY

TRADEWIND LANE

RIVERBANK ROAD ESTUARY LANE

PELICAN COVE DRIVE

SHORELINE DRIVE PARCEL A

PARCEL B

SAND COVE COURT RIVERBANK COURT

RIVER EDGE COURT
91 92
95 96
97 98
99 100
101
102
103
104
105
106
107
108
109
110
111
112
113
114
116
117
115
121 122 123

CYPRESS ROAD
40 43
156
208 160
86 42
148
149
150
151
152
4 120'

GRAPHIC SCALE
120' 0' 60' 120' 240' 480'
SUBDIVISION 9557
SCALE: 1" =
CONSISTING OF 13 SHEETS

BEING A SUBDIVISION OF THE PARCEL OF LAND DESCRIBED
IN THE GRANT DEEDS RECORDED AS DOCUMENT NOS. 2024-0072206, AND 2024-0072209, CONTRA COSTA COUNTY RECORDS

CITY OF OAKLEY, CONTRA COSTA COUNTY, CALIFORNIA
APRIL 2025

CIVIL ENGINEERS SURVEYORS PLANNERS

SAN RAMON
WWW.CBANDG.COM

ROSEVILLE
(925) 866-0322
(916)788-4456
BASIS OF BEARINGS:

LEGEND
REFERENCES:

JOB NO. 878-034 SHEET OF 13
5 74

DAY SAILER AVENUE
60 66 64 63 62 61 65 68 67
69 70
71 73
72 74
7 1 4 5 6
2 3
14 19 16 15 18 17

DAY SAILER AVENUE
SCHOONER WAY TIDEPOOL WAY SEE SHEET 9 SEE SHEET 6

CYPRESS ROAD

CYPRESS ROAD KNIGHTSON AVENUE

PARCEL A

PARCEL A
5 40'

GRAPHIC SCALE
40' 0' 20' 40' 80' 160'
SUBDIVISION 9557
SCALE: 1" =
CONSISTING OF 13 SHEETS

BEING A SUBDIVISION OF THE PARCEL OF LAND DESCRIBED
IN THE GRANT DEEDS RECORDED AS DOCUMENT NOS. 2024-0072206, AND 2024-0072209, CONTRA COSTA COUNTY RECORDS

CITY OF OAKLEY, CONTRA COSTA COUNTY, CALIFORNIA
APRIL 2025

CIVIL ENGINEERS SURVEYORS PLANNERS

SAN RAMON
WWW.CBANDG.COM

ROSEVILLE
(925) 866-0322
(916)788-4456
BASIS OF BEARINGS:

LEGEND
JOB NO. 878-034 SHEET OF 13
REFERENCES:

NOTE:
75 TRADEWIND LANE ESTUARY LANE

DAY SAILER AVENUE SAND COVE COURT

SCHOONER WAY
10 11
9 12
8 13
59 58
56 57
53 51
54 52
55 50
140
144 143 142 141
146
145 SEE SHEET 5
SEE SHEET 10
SEE SHEET 10 SEE SHEET 7

CYPRESS ROAD

PARCEL A PARCEL B
6 40'

GRAPHIC SCALE
40' 0' 20' 40' 80' 160'
SUBDIVISION 9557
SCALE: 1" =
CONSISTING OF 13 SHEETS

BEING A SUBDIVISION OF THE PARCEL OF LAND DESCRIBED
IN THE GRANT DEEDS RECORDED AS DOCUMENT NOS. 2024-0072206, AND 2024-0072209, CONTRA COSTA COUNTY RECORDS

CITY OF OAKLEY, CONTRA COSTA COUNTY, CALIFORNIA
APRIL 2025

CIVIL ENGINEERS SURVEYORS PLANNERS

SAN RAMON
WWW.CBANDG.COM

ROSEVILLE
(925) 866-0322
(916)788-4456
JOB NO. 878-034 SHEET OF 13
BASIS OF BEARINGS:

LEGEND
REFERENCES:

NOTE:
76 SAND COVE COURT

PELICAN COVE DRIVE

RIVERBANK ROAD

SHORELINE DRIVE
147
206
207
157
153
154 155
159
158
119 120
118
134
129 128 127
132 131 130 135 133 138 136 139 137
SEE SHEET 10 SEE SHEET 6
SEE SHEET 13 SEE SHEET 8

CYPRESS ROAD

PARCEL B
117

RIVERBANK COURT
208
156
7 40'

GRAPHIC SCALE
40' 0' 20' 40' 80' 160'
SUBDIVISION 9557
SCALE: 1" =
CONSISTING OF 13 SHEETS

BEING A SUBDIVISION OF THE PARCEL OF LAND DESCRIBED
IN THE GRANT DEEDS RECORDED AS DOCUMENT NOS. 2024-0072206, AND 2024-0072209, CONTRA COSTA COUNTY RECORDS

CITY OF OAKLEY, CONTRA COSTA COUNTY, CALIFORNIA
APRIL 2025

CIVIL ENGINEERS SURVEYORS PLANNERS

SAN RAMON
WWW.CBANDG.COM

ROSEVILLE
(925) 866-0322
(916)788-4456
JOB NO. 878-034 SHEET OF 13
BASIS OF BEARINGS:

LEGEND
REFERENCES:

NOTE:
77 RIVERBANK COURT
126 125 124 SEE SHEET 7

CYPRESS ROAD

PARCEL B

CYPRESS ROAD
121 122 123
8 40'

GRAPHIC SCALE
40' 0' 20' 40' 80' 160'
SUBDIVISION 9557
SCALE: 1" =
CONSISTING OF 13 SHEETS

BEING A SUBDIVISION OF THE PARCEL OF LAND DESCRIBED
IN THE GRANT DEEDS RECORDED AS DOCUMENT NOS. 2024-0072206, AND 2024-0072209, CONTRA COSTA COUNTY RECORDS

CITY OF OAKLEY, CONTRA COSTA COUNTY, CALIFORNIA
APRIL 2025

CIVIL ENGINEERS SURVEYORS PLANNERS

SAN RAMON
WWW.CBANDG.COM

ROSEVILLE
(925) 866-0322
(916)788-4456
JOB NO. 878-034 SHEET OF 13
BASIS OF BEARINGS:

LEGEND
REFERENCES:

NOTE:
78 DAY SAILER AVENUE TIDEPOOL WAY PELICAN COVE DRIVE

SCHOONER WAY
SEE SHEET 11
SEE SHEET 5 SEE SHEET 10 SEE SHEET 12
39 41
38 37
33 32
28 31
30 29
22 20
21 23
24 25
26 27
76 75
78 77
79 83
80 81
82 184
185 186
191
187
189
190
188

PARCEL A
42 43
40 9
40'

GRAPHIC SCALE
40' 0' 20' 40' 80' 160'
SUBDIVISION 9557
SCALE: 1" =
CONSISTING OF 13 SHEETS

BEING A SUBDIVISION OF THE PARCEL OF LAND DESCRIBED
IN THE GRANT DEEDS RECORDED AS DOCUMENT NOS. 2024-0072206, AND 2024-0072209, CONTRA COSTA COUNTY RECORDS

CITY OF OAKLEY, CONTRA COSTA COUNTY, CALIFORNIA
APRIL 2025

CIVIL ENGINEERS SURVEYORS PLANNERS

SAN RAMON
WWW.CBANDG.COM

ROSEVILLE
(925) 866-0322
(916)788-4456
JOB NO. 878-034 SHEET OF 13
BASIS OF BEARINGS:

REFERENCES:

NOTE:

LEGEND
79 ESTUARY LANE

PELICAN COVE DRIVE

SCHOONER WAY
SEE SHEET 6
SEE SHEET 9
SEE SHEET 12
SEE SHEET 13
SEE SHEET 7
SEE SHEET 6
49 48
196
197
198
199
200
201
202
203
204
205
195
194
193
192
36 35
34 47
46 45
44 SEE SHEET 6

TRADEWIND LANE
152
151
150
149
148
10 40'

GRAPHIC SCALE
40' 0' 20' 40' 80' 160'
SUBDIVISION 9557
SCALE: 1" =
CONSISTING OF 13 SHEETS

BEING A SUBDIVISION OF THE PARCEL OF LAND DESCRIBED
IN THE GRANT DEEDS RECORDED AS DOCUMENT NOS. 2024-0072206, AND 2024-0072209, CONTRA COSTA COUNTY RECORDS

CITY OF OAKLEY, CONTRA COSTA COUNTY, CALIFORNIA
APRIL 2025

CIVIL ENGINEERS SURVEYORS PLANNERS

SAN RAMON
WWW.CBANDG.COM

ROSEVILLE
(925) 866-0322
(916)788-4456
BASIS OF BEARINGS:

JOB NO. 878-034 SHEET OF 13
REFERENCES:

LEGEND
NOTE:
80 RIVER EDGE COURT
SEE SHEET 9
SEE SHEET 12

SHORELINE DRIVE
183 182 181
180
179
93 94
85 84
89 87
88 90

PARCEL A
91 92
95 96
97 86 DAY SAILER AVENUE
11 40'

GRAPHIC SCALE
40' 0' 20' 40' 80' 160'
SUBDIVISION 9557
SCALE: 1" =
CONSISTING OF 13 SHEETS

BEING A SUBDIVISION OF THE PARCEL OF LAND DESCRIBED
IN THE GRANT DEEDS RECORDED AS DOCUMENT NOS. 2024-0072206, AND 2024-0072209, CONTRA COSTA COUNTY RECORDS

CITY OF OAKLEY, CONTRA COSTA COUNTY, CALIFORNIA
APRIL 2025

CIVIL ENGINEERS SURVEYORS PLANNERS

SAN RAMON
WWW.CBANDG.COM

ROSEVILLE
(925) 866-0322
(916)788-4456
JOB NO. 878-034 SHEET OF 13
BASIS OF BEARINGS:

REFERENCES:

NOTE:

LEGEND
81 SHORELINE DRIVE
178 177 176 175 174 173 172 171 170 169 SEE SHEET 13 SEE SHEET 11 SEE SHEET 9 SEE SHEET 10
98 99 100 101 102 103 104 105 106
12 40'

GRAPHIC SCALE
40' 0' 20' 40' 80' 160'
SUBDIVISION 9557
SCALE: 1" =
CONSISTING OF 13 SHEETS

BEING A SUBDIVISION OF THE PARCEL OF LAND DESCRIBED
IN THE GRANT DEEDS RECORDED AS DOCUMENT NOS. 2024-0072206, AND 2024-0072209, CONTRA COSTA COUNTY RECORDS

CITY OF OAKLEY, CONTRA COSTA COUNTY, CALIFORNIA
APRIL 2025

CIVIL ENGINEERS SURVEYORS PLANNERS

SAN RAMON
WWW.CBANDG.COM

ROSEVILLE
(925) 866-0322
(916)788-4456
JOB NO. 878-034 SHEET OF 13
BASIS OF BEARINGS:

REFERENCES:

NOTE:

LEGEND
82 SHORELINE DRIVE
168 167 166 165 164 163 162 161 SEE SHEET 7 SEE SHEET 12 SEE SHEET 10 SEE SHEET 7
107 108 109 110 111 112 113 114 115 116
160
13 40'

GRAPHIC SCALE
40' 0' 20' 40' 80' 160'
SUBDIVISION 9557
SCALE: 1" =
CONSISTING OF 13 SHEETS

BEING A SUBDIVISION OF THE PARCEL OF LAND DESCRIBED
IN THE GRANT DEEDS RECORDED AS DOCUMENT NOS. 2024-0072206, AND 2024-0072209, CONTRA COSTA COUNTY RECORDS

CITY OF OAKLEY, CONTRA COSTA COUNTY, CALIFORNIA
APRIL 2025

CIVIL ENGINEERS SURVEYORS PLANNERS

SAN RAMON
WWW.CBANDG.COM

ROSEVILLE
(925) 866-0322
(916)788-4456
JOB NO. 878-034 SHEET OF 13
BASIS OF BEARINGS:

REFERENCES:

NOTE:

LEGEND
83 STAFF REPORT
1 City of Oakley | 3231 Main Street, Oakley, CA 94561
O (925) 625-7000 | F (925) 625-9859 | www.ci.oakley.ca.us DATE: August 12, 2025
TO: Joshua McMurray, City Manager
FROM: Kevin Rohani, Public Works Director/City Engineer SUBJECT: Adopt a Resolution Awarding a Contract to Monarch Landscape Company for the Recreation Baseball Field Renovation – CIP No. 328 Background and Analysis
The Recreation Center is quickly becoming one of the most used facilities in the City.

Citizens of all ages are using it for youth, adult and senior programming, indoor facility rentals as well as field rentals. The park that connects to the recreation center at the end of the parking lot has full baseball dugouts and a backstop.

Unfortunately, it has a grass infield and no bases or pitching mound making it less desirable as a sports field rental. CIP 328 was designed to add a traditional dirt infield with bases that the community can enjoy.

The field was originally intended for T-ball, training activities, and general recreation department use, such as water-based activities and informal community events. This project will transition the field into a formal, reservable community baseball field that meets Little League standards.

The field is not currently flat, and both the infield and shallow outfield grass areas will require significant grading work to ensure proper drainage and playability. The overall field will be reshaped to create a new, fully skinned infield using a proper baseball infield mix, similar to other public ballfields in the City's park system. Base pegs, a pitching rubber, and a home plate will be installed, and all dimensions will be measured and constructed to accommodate Little League play. The project will also modify the existing irrigation system to support the new field configuration.

Monarch is our current contractor for all landscaping within the City. They are well aware of the condition of our current fields as well as having extension knowledge in sports fields. As they are currently responsible for the maintenance of the landscaping and irrigation partnering with them on this project makes sense. The total cost of this project is $188,427. Adding an additional full-service baseball diamond will be of tremendous benefit to the community.

Approved and
Forwarded to the
City Council
84 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 Oakley Strategic Plan 27+
The Oakley Strategic Plan 27+ highlights upgrading and developing parks and open space as Primary Goals. The plan also includes the Sub-Goal of serving our diverse people, parks and programs by providing inclusive activities and access to engage the City’s family and friends in culture. This investment to the ball filed would leave a lasting impact at the recreation center, allowing the City to offer the highest quality sports field to the Oakley community.

Fiscal Impact
This item was included in the FY 2025/26 budget with a total budget of $250,000. To date $0 has been spent or encumbered leaving a balance of $250,000. This project is funded by the Lighting and Landscape District Community Parks Fund. No additional funding is needed at this time to fund the agreement.

Staff Recommendation
Adopt a Resolution Awarding a Contract to Monarch Landscape Company in the amount of $188,427 for the Recreation Baseball Field Renovation – CIP No. 328 Attachments

1. Resolution

2. Proposal - Monarch Landscape Company
85 Resolution No. XX-25 Page 1 of 1
RESOLUTION NO. X-25

A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF OAKLEY AWARDING A

CONTRACT TO MONARCH LANDSCAPE COMPANY FOR THE RECREATION CENTER BALL FIELD RENOVATION – CIP NO. 328
WHEREAS, the Community will benefit from having another sports field to utilize for baseball or softball, and
WHEREAS, Monarch has provided services for all landscaping and irrigation and knows the City’s systems; and
WHEREAS, Monarch has provided a quote of $188,427 for upgrading the field to a traditional baseball diamond.

BE IT RESOLVED by the City Council of the City of Oakley that the Agreement with Monarch Landscape Company for the construction of the Recreation Center Ball Field Renovations Project- CIP Number 328 in the amount not to exceed $188,427 is hereby approved and the City Manager is authorized to execute an agreement.

PASSED AND ADOPTED by the City Council of the City of Oakley this 12th day of August 2025 by the following vote.

AYES:

NOES:

ABSTENTION:

ABSENT:

APPROVED:
___________________
Shannon Shaw, Mayor
ATTEST:
____________________ __________
Kim Snodgrass, City Clerk Date
86 Proposal & Agreement
Site: Oakley Recreational Center Date: 4/1/25
Address: 1250 O’Hara Ave Oakley, Ca
We propose to furnish all labor, equipment and materials to perform the following:

Lil League Baseball field Installation:
➢ Locate and flag valves that operate the sprinklers for the field. ➢ Flag all sprinklers.
➢ Remove grass for 100% of skin infield (160yards)
➢ Install French drain behind home plate extending out to bugouts and connect into existing drainage. • Dig trench and line with filter fabric.
• Pour 3’ of gravel in bedding
• Set drainage pipe in trench
• Cover with gravel and filter fabric
• Back fill will soil
➢ Test and confirm coverage.
➢ Import infield material, spread out evenly over infield area. (160 yards) ➢ Compact material with rollers.
➢ Grade infield and outfield material to provide smooth transition.

French drain install labor: $8,510
Removal and disposal of existing soil: $65,837
Irrigation modifications: $12,700
Install base and (inches of clay minimum 4”): $99,880
Install bases and home plate: $1,500
Total Cost: $ 188,427
Authorized Signature:__________________________________Date:____________________ Customer acknowledges that Terracare Associates is not responsible for events beyond its control.

Services shall be payable in full upon receipt of invoice. Quote valid for 60 days.

Respectfully Submitted,

Kevin Romero
Area Manager
Phone 213-248-8367
921 Arnold Dr.,
Martinez, CA 94553
www.monarchlandscape.com
87 88
SKINNED INFIELD CONVERSION — FIELD SCOPE MEETING AGENDA Location: ORB Field Date: July 15 2025 Time: 10:00am
Goal: Confirm full scope and expectations for turnkey skinned infield installation.

1. Project Overview
☑ Confirm field is being converted to fully skinned infield — no turf around mound and conform for irrigation along first and third base.
☑ Ensure scope includes a playable finish, lips, grade, finish surface etc.

Notes:

Full infield turf conversion confirmed. Area confirmed. Irrigation modifications confirmed.

2. Layout & Dimensions
☑ Infield footprint confirmed
☑ 60' base paths
☑ 25’ from home plate to backstop
Notes:

Field conversion is for Pony Bronco and Little League Majors which both use 60-foot bases and 46-foot pitching distance, so they’re very similar in field size and age range.

3. Infield Material
☑ 4" minimum depth of infield mix – exact mix?
☑ Color, texture, and compaction standards
☑ Material volume: 160 yd³ — confirm accuracy
Notes:

Jenson to confirm sand-to-clay/silt ration in the mix. What type of sand is being used (washed, size)? Confirmed 4” depth. Jenson to confirm material volume accuracy.

4. Grading & Transitions
☑ Smooth transitions to turf, no lips
☑ Any sod cutbacks needed to meet grade?
☑ Are grades being shot on-site?
89 Notes:

All of the above was discussed and confirmed today.

5. Drainage & Irrigation
☑ French drain included and tied to existing storm
☑ Infield irrigation removed, adjusted or capped
☑ Outfield irrigation stays live
☑ Two quick couplers to be installed near first and third Notes:
two quick couplers are likely not needed. Found 2 close by to where we wanted them. Outfield irrigation will need to be modified. No 360s mixed with halves. Professional installation expected even without drawings. Discussed not making common errors in irrigation modification. French drain to be installed as needed and to tie to existing storm. Grades will be shot on site to determine drainage needs.

6. Field Equipment
☑ Bases, mound rubber, home plate installed by Terra Care (supplied by City) ☑ Confirm base anchors and pitcher’s rubber specs
Notes:

City to provide bases etc. City to provide specs for install. Jenson to use the 3-4-5 method (Pythagorean theorem) to lay out the bases, ensuring the base paths form a perfect square with correct distances and right angles.

7. Material Haul-Off
☑ All sod/debris to be hauled to Sellers Ave site
☑ Confirm haul-off labor and trucking included
Notes:

Bolivar will coordinate with Jenson.

8. Finish & Maintenance
☑ Terra Care responsible for playable-grade finish
☑ Walkthrough before signoff
☑ Terra Care expected to maintain the field post-project 90 Notes:

It was mentioned and mutually agreed upon that this needs to be a turn key project fully finished and playable with no drainage issues or irrigation issues.

9. Cost & Timeline
☑ Confirm all-in price: $188,427
☑ Start and completion dates
☑ Review any assumptions or contingencies
Notes:

Price confirmed by Jenson. Start date in 2 weeks. Estimated length of project 4 weeks. All items were discussed and covered.
91 STAFF REPORT
1 City of Oakley | 3231 Main Street, Oakley, CA 94561
O (925) 625-7000 | F (925) 625-9859 | www.ci.oakley.ca.us DATE: August 12, 2025
TO: Joshua McMurray, City Manager
FROM: Kevin Rohani, P.E., Public Works Director/City Engineer SUBJECT: Adopting a Resolution Approving a Contract Amendment and Authorizing the City Manager to Execute an Addendum to the Agreement for the Construction Contract with Sukut Construction, LLC Related to Capital Improvement Project (CIP) 310 – East Cypress Road Canal Undergrounding Project, CCWD Segment 5A
Background and Analysis
The improvements to East Cypress Road have been a key part of the City’s CIP program as established by the City Council, and a priority for the community to accommodate the growing needs of the residents who use the East Cypress Road corridor.

CIP 310 is the most complex and complicated segment of the East Cypress Road widening project and by far the most intricate capital project that the City of Oakley has undertaken due to the numerous overhead and underground utilities within this segment in addition to the undergrounding of the CCWD canal with a 10’ diameter pipe under East Cypress Road.

Staff worked expeditiously to design this project and after the bidding phase, on December 10, 2024, City Council awarded a construction contract to Sukut Construction, LLC for the East Cypress Road Canal Undergrounding Project, CCWD Segment 5A for the amount of $7,393,866.00. The City Council also authorized staff to execute Change Orders in an amount not to exceed $700,000 to address any unforeseen issues for any work beyond what is in the base project bid documents.

Since the canal is under the jurisdiction of CCWD, staff have been working closely with CCWD to ensure the project is constructed according to CCWD requirements. CCWD had performed other such projects that undergrounded the canal in areas that were away from any roadways with a standard 10’ diameter Reinforced Concrete Pipe (RCP).

Since part of this canal runs under East Cypress Road, RCP cannot be used to underground the canal as required by CCWD and steel pipe must be used for the pipe sections under East Cypress Road due to the significant amount of fill needed for the new elevation of the new roadway. This steel pipe also requires special coatings for protection against corrosion and other testing methods as required by CCWD. After extensive discussions between staff, CCWD, and the contractor, a final negotiated cost of $428,447.98 was agreed upon to proceed with the ordering of the steel pipe so it can be manufactured and installed during the summer months of 2025 to keep the overall project schedule on track. Delays of the canal undergrounding would also impact the overall roadway construction schedule.

Approved and
Forwarded to the
City Council
92 STAFF REPORT
CITY HALL | 3231 Main Street, Oakley, CA 94561 2
O (925) 625-7000 | F (925) 625-9859 | www.CI.Oakley.CA.US Another element that was added to the project scope of work was the temporary retaining wall to support the roadway fill while the new roadway at intersection of East Cypress Road/Jersey Island Road is being constructed under a separate contractor. This will be achieved by a sheet pile system which is steel sheets with interlocking edges that retain soil and are installed using vibratory rigs. The cost for this sheet pile system is $369,619.16.

The above-mentioned items used the entire contingency budget for this project and the construction of this project will continue into fall 2026. Staff have reviewed the remaining parts of this project that will be constructed through next year and recommend that a contract amendment in the amount of $500,000 be authorized for the contract with Sukut Construction, LLC to ensure sufficient funds are available for the remainder of this project.

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. 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. The new roadway segment will be an essential infrastructure to support emergency vehicle access for this area.

Fiscal Impact
This project has a total budget of 11,000,000. To date $9,494,565 has been expended or encumbered. There is sufficient budget to cover the addition of $500,000 and no additional budget allocations are needed at this time.

Staff Recommendation
Staff recommend that the City Council adopt the resolution approving a contract adjustment to the construction agreement with Sukut Construction, LLC for an amount not to exceed $500,000, and to authorize the City Manager to execute the agreement.

Attachments
1) Resolution
93 Resolution No. XX-25 Page 1
RESOLUTION NO. XX-25

A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF OAKLEY

APPROVING A CONTRACT AMENDMENT TO THE AGREEMENT WITH

SUKUT CONSTRUCTION, LLC FOR THE CONSTRUCTION OF CAPITAL IMPROVEMENT PROJECT (CIP) NUMBER 310 – EAST CYPRESS ROAD CANAL UNDERGROUNDING PROJECT, CCWD SEGMENT 5A
WHEREAS, Sanbell Inc., prepared the plans, specifications, and estimates for CIP No. 310 – East Cypress Road Canal Undergrounding Project, CCWD Segment 5A; and
WHEREAS, on December 10, 2024, City Council awarded a construction contract to Sukut Construction, LLC for the East Cypress Road Canal Undergrounding Project; and
WHEREAS, the construction of this project has been underway in coordination with CCWD, and few changes had to be made to the project plans and change orders issued which utilized the approved project contingency amount of $700,000; and
WHEREAS, in order to keep the construction schedule by Sukut Construction, LLC on track and avoid any delays, a amendment to the construction contract in the amount of $500,000 is requested to cover any future unforeseen items; and NOW, THEREFORE, BE IT RESOLVED, by the City Council of the City of Oakley that the Agreement with Sukut Construction, LLC is amended in an amount not to exceed $500,000 to cover any future change orders as necessary for the East Cypress Road Canal Undergrounding Project, CCWD Segment 5A – CIP No. 310.

PASSED AND ADOPTED by the City Council of the City of Oakley at a meeting held on the 12th of August 2025 by the following vote:

AYES:

NOES:

ABSENT:

ABSTENTIONS:

APPROVED:
_______________________
Shannon Shaw, Mayor
ATTEST:
_______
Kim Snodgrass, City Clerk Date
94 STAFF REPORT
1 City of Oakley | 3231 Main Street, Oakley, CA 94561
O (925) 625-7000 | F (925) 625-9859 | www.ci.oakley.ca.us DATE: August 12, 2025
TO: Joshua McMurray, City Manager
FROM: Jeri Tejeda, Administrative Service Director
SUBJECT: Receive the City of Oakley Quarterly Investment Report (4th Quarter FY 24/25)
Background and Analysis
California law and the City’s Investment Policy require the City’s fiscal officer to submit a quarterly investment report to the City Council at the end of each quarter. The report should contain information on all securities held and include a statement denoting the ability of the local agency to meet its expenditure requirements for the next six months.

Consistency with the Oakley Strategic Plan 27+
This agenda item is consistent with the Strategic Plan 27+ goal for the City of Oakley to leverage its financial resources for the long-term benefit of our residents and businesses while maintaining sufficient reserves to provide stability and ensure a successful future.

Fiscal Impact
City resources are organized and accounted for on a fund basis with some of those funds being restricted for specified uses and others that are unrestricted. For investment purposes, however, the funds are invested as a pool. The Investment Report for the Period Ending June 30, 2025, attached shows a combined pool balance of $120,418,073.73. In the fourth quarter, the pool accrued interest earnings totaling $626,125.05, an increase from $565,178.99 at the close of the previous quarter. This interest reflects the favorable rates currently available on secure investments, including LAIF’s and CAMP’s short-term investments and diversified investments made through PFM, with terms extending up to five years.

Our investments continue to yield interest at the purchase cost rate, averaging 3.34% for the quarter ended June 30, 2025, as detailed in the PFM investment report.

The City is in compliance with the adopted investment policy and able to meet its expenditure requirements for the next six months.

Approved and
Forwarded to the
City Council
95 STAFF REPORT
CITY HALL | 3231 Main Street, Oakley, CA 94561 2
O (925) 625-7000 | F (925) 625-9859 | www.CI.Oakley.CA.US Staff Recommendation
Staff recommends the City Council accept the investment report for the 4th Quarter of Fiscal Year 2024-2025.

Attachments

1. City of Oakley Investment Report for the quarter ended June 30, 2025

2. FY 2025 City Investment Worksheet
96 Investment Performance Review
For the Quarter Ended June 30, 2025
Client Management Team PFM Asset Management A division of U.S. Bancorp Asset Management, Inc Allison Kaune, Relationship Manager
Rachael Miller, Client Consultant
213 Market Street
Harrisburg, PA 17101-2141
717-232-2723
1 California Street Ste. 1000
San Francisco, CA 94111-5411
415-393-7270
NOT FDIC INSURED : NO BANK GUARANTEE : MAY LOSE VALUE
For Institutional Investor or Investment Professional Use Only - This material is not for inspection by, distribution to, or quotation to the general public City of Oakley
97 Market Summary
PFM Asset Management | pfmam.com
2 98
For the Quarter Ended June 30, 2025
QUARTERLY MARKET SUMMARY Fixed Income Management
Summary
• The second quarter of 2025 was characterized by growing uncertainty as markets reacted to the volatile rollout of tariffs that were larger than expected. Markets reacted negatively during the first two weeks of the quarter and experienced the largest declines since the onset of the COVID pandemic. The rest of the quarter was marked by equity and bond markets recovering to pre-tariff levels on constructive trade negotiations and stable economic data.
• Inflation remained relatively benign but is expected to increase in the second half of the year as tariff-related cost pressures begin to emerge. The timing, extent, and duration of these pressures are unknown.
• The labor market remained healthy though early signs of cooling are emerging, such as rising initial jobless claims. Continuing claims have also increased, and a slower hiring rate may mean any acceleration in layoffs could result in unemployed workers remaining without a job for longer. Federal job cuts are beginning to flow through the data, but severance packages and deferred resignations have delayed the impact on claims data. However, the reduced pace of population growth, particularly among foreign-born workers, may suggest the economy needs fewer new jobs to keep the unemployment rate stable.
• Consumer sentiment remains subdued due to expectations for higher prices and weaker labor market conditions as tariffs weigh on the pace of economic growth.

However, there has been modest improvement from the April lows due to progress on tariff negotiations. A sharp labor market downturn remains the biggest threat to consumer spending.
• The Federal Reserve (Fed) left the overnight policy rate unchanged at 4.25% - 4.50%.

The Federal Open Market Committee’s (FOMC) “dot plot” continues to suggest 50 basis points (bps) in rate cuts by the end of 2025, although there is a divergence of views as eight members are calling for two rate cuts in 2025 and seven are calling for none. Fed Chair Powell noted the Fed would likely be in a position to begin cutting rates again were it not for the unknown impact of tariffs, but the resilient economic data supports the Fed’s wait-and-see approach.

Economic Snapshot
• U.S. inflation moved marginally closer to the Fed’s 2% target, but tariff-driven price pressures may emerge as excess inventories built up before tariffs are depleted. Fed Chair Powell said that he expects tariffs to impact inflation, but the size, duration, and time of tariff effects are highly uncertain. The year-over-year change in the consumer price index (CPI) stood at 2.4% while core CPI, which excludes the volatile food and energy components, moved marginally lower but rounded to an unchanged

2.8%.
• U.S. real GDP turned negative in Q1 2025 mainly on the one-off effect of the trade deficit expanding to the highest level on record as businesses increased imports in advance of tariffs. Strong inventories and higher fixed investment served as a bit of an offset, and a decline in the trade deficit is expected to reverse and support future growth. However, consumer spending slowed notably, which may foreshadow decreased spending and investment due to declining confidence going forward.

Interest Rates
• The U.S. Treasury yield curve steepened over the quarter. The front end of the yield curve moved lower amid expectations for Fed rate cuts while longer-dated tenors rose on concerns regarding the longer-term impacts of the proposed federal reconciliation bill. • The 3-month Treasury was relatively unchanged given no rate cuts from the Fed while 2- and 5-year Treasuries fell by 15-16 bps to 3.72% and 3.80% respectively.

In addition, the 2-year traded over a wide 60 basis point range during the quarter, highlighting the elevated volatility. The 10-year Treasury increased by 2 bps to

4.23% while the 30-year Treasury increased by 16 basis points to 4.78% as investors demanded more yield to make investments further out the curve. • Short- and intermediate-duration U.S. Treasury indices generated positive total returns for the quarter. The ICE BofA 2-, 5-, and 10-year U.S. Treasury indices returned 1.11%, 1.66%, and 0.98% for the quarter, while the shorter-duration ICE BofA 3-month U.S. Treasury index returned 1.04%.

Sector Performance
• Excess returns were strong across investment grade sectors as the spread widening experienced in April reversed following trade news and resilient economic data. • Federal Agency & supranational spreads remained low throughout Q2. Both sectors produced slightly positive excess returns for the quarter. Issuance remained light and the incremental income from the sectors is near zero.
• Investment-grade (IG) corporate bond spreads spiked early in the quarter on tariff announcements, but as external stressors eased much of the widening retraced.

Demand for new issuance remains strong while net issuance is predicted to decrease over the balance of the year. Lower-quality issuers outperformed as did banks and other financials.
• Asset-backed securities (ABS) spreads retraced over quarter, but to a lesser degree than most other sectors. ABS showed the impact of the slower decrease in spreads by posting more modest excess returns over the quarter. We expect the sector to continue generating value from carry going forward.
• Mortgage-backed securities (MBS) performance was strong across all structures and coupons as rate volatility moderated over the quarter. Likewise, Agency-backed commercial MBS (CMBS) also posted strong performance for the quarter and saw positive excess returns.
• Short-term credit (commercial paper and negotiable bank CDs) yields on the front end of the yield curve rose slightly in response to the approaching Treasury “X-Date” (estimated date for Treasury to exhaust funds under the debt ceiling) while yields fell modestly on the long end as demand shifted into longer-term Treasury notes. Yield spreads tightened over the quarter in response to moderated issuance and strong demand.

PFM Asset Management is a division of U.S. Bancorp Asset Management, Inc. | For Institutional Investor or Investment Professional Use Only This material is not for inspection by, distribution to, or quotation to the general public. 3 99
For the Quarter Ended June 30, 2025
QUARTERLY MARKET SUMMARY Fixed Income Management
Economic Snapshot
Labor Market Mar '25 Jun '24
Unemployment Rate Jun'25 4.1% 4.2% 4.1%
Change In Non-Farm Payrolls Jun'25 147,000 120,000 87,000 Average Hourly Earnings (YoY) Jun'25 3.7% 3.9% 3.9%
Personal Income (YoY) May'25 4.5% 4.7% 5.4%
Initial Jobless Claims (week) 6/28/25 233,000 219,000 238,000 Growth
Real GDP (QoQ SAAR) 2025Q1 -0.5% 2.4% 1.6%
GDP Personal Consumption (QoQ SAAR) 2025Q1 0.5% 4.0% 1.9% Retail Sales (YoY) May'25 3.3% 5.1% 2.0%
ISM Manufacturing Survey (month) Jun'25 49.0 49.0 48.3
Existing Home Sales SAAR (month) May'25 4.03 mil. 4.02 mil. 3.93 mil.

Inflation / Prices
Personal Consumption Expenditures (YoY) May'25 2.3% 2.3% 2.4% Consumer Price Index (YoY) May'25 2.4% 2.4% 3.0%
Consumer Price Index Core (YoY) May'25 2.8% 2.8% 3.3%
Crude Oil Futures (WTI, per barrel) Jun 30 $65.11 $71.48 $81.54 Gold Futures (oz.) Jun 30 $3,308 $3,123 $2,340
Latest
0 200K
400K
600K
800K

0.0%

1.0%

2.0%

3.0%

4.0%

5.0%
Jun '22 Dec '22 Jun '23 Dec '23 Jun '24 Dec '24 Jun '25 Unemployment Rate (left) vs. Change in Nonfarm Payrolls (right) Change In Non-Farm Payrolls Unemployment Rate
-2%
-1%
0%
1%
2%
3%
4%
5%
Mar '22 Sep '22 Mar '23 Sep '23 Mar '24 Sep '24 Mar '25 Real GDP (QoQ)
0%
1%
2%
3%
4%
5%
6%
7%
8%
9%
10%
Jun '22 Dec '22 Jun '23 Dec '23 Jun '24 Dec '24
Consumer Price Index
CPI (YoY) Core CPI (YoY)
2 2
1 1

1. Data as of Fourth Quarter 2024.

2. Data as of First Quarter 2024.

Note: YoY = year-over-year, QoQ = quarter-over-quarter, SAAR = seasonally adjusted annual rate, WTI = West Texas Intermediate crude oil.

Source: Bloomberg Finance L.P.

Interest Rate Overview
U.S. Treasury Note Yields U.S. Treasury Yield Curve
U.S. Treasury Yields Yield Curves as of June 30, 2025
0%
1%
2%
3%
4%
5%
6%
3-mo1-yr2-yr3-yr5-yr7-yr10-yr20-yr30-yr
Yield
Maturity
June 30, 2025 March 31, 2025 June 30, 2024
0%
1%
2%
3%
4%
5%
6%
3-mo1-yr2-yr3-yr5-yr07-yr10-yr25-yr30-yr
Yield
Maturity
U.S. Treasury Federal Agency Corporates, A Rated

0.0%

1.0%

2.0%

3.0%

4.0%

5.0%

6.0%
6/30/24 9/30/24 12/31/24 3/31/25 6/30/25
Yield
2-Year 5-Year 10-Year
Maturity Jun '25 Mar '25 Change over
Quarter Jun '24 Change over Year
3-Month 4.30% 4.30% 0.00% 5.36% (1.06%)
1-Year 3.97% 4.03% (0.06%) 5.12% (1.15%)
2-Year 3.72% 3.89% (0.17%) 4.76% (1.04%)
5-Year 3.80% 3.95% (0.15%) 4.38% (0.58%)
10-Year 4.23% 4.21% 0.02% 4.40% (0.17%)
30-Year 4.78% 4.57% 0.21% 4.56% 0.22%
PFM Asset Management is a division of U.S. Bancorp Asset Management, Inc. | For Institutional Investor or Investment Professional Use Only This material is not for inspection by, distribution to, or quotation to the general public. 5 101
For the Quarter Ended June 30, 2025
QUARTERLY MARKET SUMMARY Fixed Income Management
June 30, 2025 Duration Yield 3 Month 1 Year 3 Years
1-3 Year Indices
U.S. Treasury 1.83 3.79% 1.18% 5.67% 3.41%
Federal Agency 1.45 3.85% 1.12% 5.43% 3.53%
U.S. Corporates, A-AAA rated 1.84 4.33% 1.40% 6.48% 4.45% Agency MBS (0 to 3 years) 1.91 4.45% 1.25% 5.84% 3.64%
Taxable Municipals 1.86 4.14% 1.40% 6.07% 3.82%
1-5 Year Indices
U.S. Treasury 2.55 3.77% 1.36% 6.07% 3.23%
Federal Agency 2.07 3.83% 1.27% 5.72% 3.42%
U.S. Corporates, A-AAA rated 2.64 4.38% 1.69% 7.06% 4.63% Agency MBS (0 to 5 years) 3.07 4.51% 1.67% 7.18% 3.69%
Taxable Municipals 2.41 4.28% 1.50% 6.19% 3.65%
Master Indices (Maturities 1 Year or Greater)
U.S. Treasury 6.10 4.06% 0.76% 5.18% 1.31%
Federal Agency 3.33 3.96% 1.30% 5.78% 3.08%
U.S. Corporates, A-AAA rated 6.67 4.86% 1.65% 6.64% 3.67% Agency MBS (0 to 30 years) 5.79 4.97% 1.13% 6.42% 2.28% Taxable Municipals 8.81 5.24% 0.72% 4.82% 2.17%
Source: ICE BofA Indices.

As of 06/30/2025 Returns for Periods ended 06/30/2025
Returns for periods greater than one year are annualized.

ICE BofA Index Returns
6 102
For the Quarter Ended June 30, 2025
QUARTERLY MARKET SUMMARY Fixed Income Management
Disclosures
Indices shown are not available for investment. The index data reference herein is the property of the index provider and/or its licensors. The index provider assumes no liability in connections with its use and does not sponsor, endorse or recommend the products or services contained herein. Index returns do not reflect payment of any sales charges or fees an investor would pay to purchase the securities they represent. The imposition of these fees and charges would cause investment performance to be lower than the performance shown.

The views expressed within this material constitute the perspective and judgment of U.S. Bancorp Asset Management, Inc. at the time of distribution and are subject to change. Any forecast, projection, or prediction of the market, the economy, economic trends, and equity or fixed-income markets are based upon current opinion as of the date of issue and are also subject to change. Opinions and data presented are not necessarily indicative of future events or expected performance. Information contained herein is based on data obtained from recognized statistical services, issuer reports or communications, or other sources, believed to be reliable. No representation is made as to its accuracy or completeness.

PFM Asset Management serves clients in the public sector and is a division of U.S. Bancorp Asset Management, Inc., which is the legal entity providing investment advisory services. U.S. Bancorp Asset Management, Inc. is a registered investment adviser, a direct subsidiary of U.S. Bank N.A. and an indirect subsidiary of U.S. Bancorp. U.S. Bank N.A. is not responsible for and does not guarantee the products, services, or performance of U.S. Bancorp Asset Management, Inc.

NOT FDIC INSURED : NO BANK GUARANTEE : MAY LOSE VALUE
Further distribution is not permitted without prior written consent.

CITY OF OAKLEY
8 104
PFM Asset Management | pfmam.com
City of Oakley
For the Quarter Ended June 30, 2025
Compliance
Note: Pre- and post-trade compliance for the account(s) managed by PFM Asset Management is provided via Bloomberg Financial LP Asset and Investment Management ("AIM").

Certificate of Compliance
During the reporting period for the quarter ended June 30, 2025, the account(s) managed by PFM Asset Management ("PFMAM")were in compliance with the applicable investment policy and guidelines as furnished to PFMAM.

Acknowledged : PFM Asset Management, a division of U.S. Bancorp Asset Management, Inc. 9 105
PFM Asset Management | pfmam.com
City of Oakley
For the Quarter Ended June 30, 2025
Account Summary
Account Summary

1. Yield at market, yield on cost, and portfolio duration only include investments held within the separately managed account(s), excludes balances invested in overnight funds.

The current 7-day yield is the net change, exclusive of capital changes and income other than investment income, in the value of a hypothetical fund account with a balance of one share over the seven-day base period including the statement date, expressed as a percentage of the value of one share (normally $1.00 per share) at the beginning of the seven-day period. This resulting net change in account value is then annualized by multiplying it by 365 and dividing the result by 7. The yields quoted should not be considered a representation of the yield of the fund in the future, since the yield is not fixed.

2. City of Oakley - City of Oakley - 6111-01
Portfolio Values June 30, 2025CAMP Managed Account $29,637,189 CAMP Pool $2,256,150
Amortized Cost $29,564,683
Market Value $29,637,189
Accrued Interest $219,836
Cash $0
Analytics¹ June 30, 2025Yield at Market 3.93%
Yield on Cost 3.34%Portfolio Duration 2.24
CAMP Pool7-Day Yield 4.43%
10 106
PFM Asset Management | pfmam.com
City of Oakley
For the Quarter Ended June 30, 2025
Account Summary
Account Summary
CAMP Managed Account $29,857,025
CAMP Pool $2,256,150Total Program $32,113,174
Consolidated Summary
Sector Allocation

7.0%

0.0% 0.0%

7.9%

12.9%

17.6%

13.7%

23.9%

17.1%

0.0% 0.0% 0.0%
$0$2
$4$6$8
$10
Millions
Under
30 days
31 to 60
days
61 to 90
days
91 to
180 days
181 days
to 1 year
1 to 2 years
2 to 3 years
3 to 4 years
4 to 5 years
5 to 7 years
7 to 10
years
Over 10
years
Maturity Distribution
(Weighted Average Maturity: 831 Days)

1. Account summary and sector allocation include market values, accrued interest, and overnight balances. Maturity distribution includes market values and excludes accrued interest and overnight balances U.S. Treasury | 87%Joint Powers Authority | 7%Corporate | 6% 11 107
PFM Asset Management | pfmam.com
City of Oakley
For the Quarter Ended June 30, 2025
Portfolio Snapshot

1. Portfolio Snapshot - CITY OF OAKLEY¹
Credit Quality - S&P
23% 22%
15%
41%
25% 27%
22% 18%
8%
0%
10%20%30%40%50%
0-1 Yr 1-2 Yrs 2-3 Yrs 3-4 Yrs 4-5 Yrs
Portfolio Benchmark
Duration Distribution
U.S. Treasury | 87%Joint Powers Authority | 7%Corporate | 6% Sector Allocation
AAAm | 7%AA+ | 88%A+ | 2%A | 3%A- | 1%
Portfolio Statistics
Portfolio Effective Duration 2.24 years
Benchmark Effective Duration 2.05 yearsPortfolio Credit Quality AA Yield At Market 3.93%
Yield At Cost 3.34%
Total Market Value $32,113,174.48
Managed Account Sub-Total $29,637,189.04Pool $2,256,149.72 Accrued Interest $219,835.72
Total market value includes accrued interest and balances invested in CAMP, as of June 30, 2025.

Yield and duration calculations exclude balances invested in CAMP.The portfolio’s benchmark is currently the 0-5 year U.S. Treasury Index. Prior to 03/31/24 it was the 1-5 year U.S. Treasury. Source: Bloomberg Financial LP.An average of each security’s credit rating was assigned a numeric value and adjusted for its relative weighting in the portfolio. 12 108
PFM Asset Management | pfmam.com
City of Oakley
For the Quarter Ended June 30, 2025
Portfolio Characteristics
$0.0$6.4
$12.8$19.2$25.6$32.0
Millions
June 2025
$0.0$6.4
$12.8$19.2$25.6$32.0
Millions
March 2025
$0.0$6.4
$12.8$19.2$25.6$32.0
Millions
December 2024
$0.0$6.4
$12.8$19.2$25.6$32.0
Millions
September 2024
Sector Allocation Review - CITY OF OAKLEY
U.S. Treasury Corporate Joint Powers Authority
Market values, excluding accrued interest. Only includes fixed-income securities held within the separately managed account(s) and LGIPs managed by PFMAM. Detail may not add to total due to rounding.

Security Type Sep-24 % of Total Dec-24 % of Total Mar-25 % of Total Jun-25 % of Total U.S. Treasury $25.9 83.3% $26.9 87.1% $28.5 90.5% $27.7 86.8%Corporate $3.9 12.6% $3.9 12.7% $2.9 9.2% $1.9 6.1%Joint Powers Authority $1.3 4.1% $0.0 0.2% $0.1 0.3% $2.3 7.1%Total $31.1 100.0% $30.9 100.0% $31.5 100.0% $31.9 100.0% 13 109
PFM Asset Management | pfmam.com
City of Oakley
For the Quarter Ended June 30, 2025
Portfolio Activity
Portfolio Activity - CITY OF OAKLEY
Net Activity by Sector
($ millions)
U.S. Treasury
Corporate
U.S. Treasury
Corporate
($1.5) ($1.0) ($0.5) $0.0 $0.5
Based on total proceeds (principal and accrued interest) of buys, sells, maturities, and principal paydowns. Detail may not add to total due to rounding.

Sector Net ActivityCorporate ($961,300)U.S. Treasury ($1,000,000)Total Net Activity ($1,961,300) Sales/Maturities Purchases
14 110
PFM Asset Management | pfmam.com
City of Oakley
For the Quarter Ended June 30, 2025
Portfolio Performance

1. The lesser of 10 years or since inception is shown. Since inception returns for periods one year or less are not shown. Performance inception date is December 31, 2021.

2. Interest earned calculated as the ending accrued interest less beginning accrued interest, plus net interest activity.3. Returns for periods one year or less are presented on a periodic basis. Returns for periods greater than one year are presented on an annualized basis.4. The portfolio’s benchmark is currently the 0-5 year U.S. Treasury Index. Prior to 03/31/24 it was the 1-5 year U.S. Treasury.. Source: Bloomberg Financial LP.

0.0%2.0%4.0%6.0%
Return
Portfolio Benchmark
Portfolio Performance
Market Value Basis Earnings 3 Months 1 Year 3 Years 5 Years Since Inception¹ Interest Earned² $223,822 $764,885 $1,584,312 - $1,699,157 Change in Market Value $221,138 $1,044,672 $1,724,289 - $638,414 Total Dollar Return $444,960 $1,809,557 $3,308,601 - $2,337,571 Total Return³
Portfolio 1.41% 5.96% 3.69% - 1.96%Benchmark⁴ 1.28% 5.80% 3.18% - 1.55% 3 Months 1 Year 3 Years 5 Years Since Inception
15 111
PFM Asset Management | pfmam.com
City of Oakley
For the Quarter Ended June 30, 2025
Portfolio Performance

1. The lesser of 10 years or since inception is shown. Performance inception date is December 31, 2021.2. Interest earned calculated as the ending accrued interest less beginning accrued interest, plus net interest activity.3. Realized gains / (losses) are shown on an amortized cost basis.

Accrual Basis Earnings - CITY OF OAKLEY
Accrual Basis EarningsInterest Earned²Realized Gains / (Losses)³Change in Amortized CostTotal Earnings 3 Months
$223,822- $36,320
$260,142
1 Year
$764,885
($4,366)
$152,025$912,544
3 Years
$1,584,312
($23,022)
$430,870
$1,992,161
5 Year---- Since Inception¹ $1,699,157 ($26,313) $442,116 $2,114,960 16 112
Portfolio Holdings and Transactions
PFM Asset Management | pfmam.com
17 113
PFM Asset Management | pfmam.com
City of Oakley
For the Quarter Ended June 30, 2025
Portfolio Holdings
Managed Account Detail of Securities Held
Security Type/DescriptionDated Date/Coupon/Maturity CUSIP Par S&P
Rating
Moody's
Rating
Settle
Date
Original
Cost
Trade
Date
YTM
at Cost
Accrued
Interest
Market
Value
Amortized
Cost
U.S. Treasury
US TREASURY N/BDTD 09/30/2020 0.250% 09/30/2025
91282CAM3 2,320,000.00 AA+ Aa1 10/13/2021 10/14/2021 2,264,265.63 0.87 1,457.92 2,316,494.94 2,296,867.28 US TREASURY N/BDTD 02/01/2021 0.375% 01/31/2026
91282CBH3 1,490,000.00 AA+ Aa1 5/2/2022 5/3/2022 1,352,349.61 3.00 2,330.70 1,468,482.70 1,457,188.71 US TREASURY N/BDTD 03/31/2021 0.750% 03/31/2026
91282CBT7 1,835,000.00 AA+ Aa1 10/13/2021 10/14/2021 1,816,721.68 0.98 3,459.43 1,831,936.78 1,789,734.22 US TREASURY N/BDTD 06/01/2021 0.750% 05/31/2026
91282CCF6 930,000.00 AA+ Aa1 6/6/2022 6/7/2022 850,732.03 3.04 590.78 911,791.26 902,635.68 US TREASURY N/BDTD 09/30/2021 0.875% 09/30/2026
91282CCZ2 2,510,000.00 AA+ Aa1 10/13/2021 10/14/2021 2,487,939.45 1.06 5,520.63 2,504,448.34 2,417,737.42 US TREASURY N/BDTD 02/15/2024 4.125% 02/15/2027
91282CKA8 1,875,000.00 AA+ Aa1 3/28/2025 3/31/2025 1,880,786.13 3.95 29,057.32 1,880,028.95 1,883,863.13 US TREASURY N/BDTD 04/30/2020 0.500% 04/30/2027
912828ZN3 835,000.00 AA+ Aa1 8/3/2022 8/4/2022 744,813.48 2.96 703.40 800,176.53 787,248.86 US TREASURY N/BDTD 08/15/2017 2.250% 08/15/2027
9128282R0 875,000.00 AA+ Aa1 9/6/2022 9/7/2022 826,567.38 3.48 7,396.41 854,181.76 848,647.63 US TREASURY N/BDTD 08/15/2024 3.750% 08/15/2027
91282CLG4 775,000.00 AA+ Aa1 2/12/2025 2/18/2025 763,526.37 4.38 10,918.51 765,145.38 775,272.80 US TREASURY N/BDTD 01/31/2023 3.500% 01/31/2028
91282CGH8 1,000,000.00 AA+ Aa1 3/1/2024 3/5/2024 969,921.88 4.34 14,599.45 980,102.49 994,805.00 US TREASURY N/BDTD 05/01/2023 3.500% 04/30/2028
91282CHA2 1,000,000.00 AA+ Aa1 2/22/2024 2/26/2024 966,484.38 4.39 5,896.74 977,275.31 994,453.00 US TREASURY N/BDTD 07/31/2023 4.125% 07/31/2028
91282CHQ7 1,000,000.00 AA+ Aa1 2/15/2024 2/16/2024 995,039.06 4.25 17,206.49 996,566.68 1,011,914.00 US TREASURY N/BDTD 10/31/2023 4.875% 10/31/2028
91282CJF9 1,000,000.00 AA+ Aa1 2/22/2024 2/26/2024 1,021,953.13 4.35 8,213.32 1,016,086.55 1,035,859.00 US TREASURY N/BDTD 11/16/1998 5.250% 11/15/2028
912810FF0 1,000,000.00 AA+ Aa1 4/2/2024 4/3/2024 1,036,093.75 4.38 6,705.16 1,026,380.32 1,047,539.00 US TREASURY N/BDTD 01/02/2024 3.750% 12/31/2028
91282CJR3 1,000,000.00 AA+ Aa1 4/2/2024 4/3/2024 972,304.69 4.40 101.90 979,024.72 1,000,625.00 18 114
PFM Asset Management | pfmam.com
City of Oakley
For the Quarter Ended June 30, 2025
Portfolio Holdings
Security Type/DescriptionDated Date/Coupon/Maturity CUSIP Par S&P
Rating
Moody's
Rating
Settle
Date
Original
Cost
Trade
Date
YTM
at Cost
Accrued
Interest
Market
Value
Amortized
Cost
U.S. Treasury
US TREASURY N/BDTD 01/31/2024 4.000% 01/31/2029
91282CJW2 1,000,000.00 AA+ Aa1 2/15/2024 2/16/2024 990,585.94 4.21 16,685.08 993,005.73 1,008,867.00 US TREASURY N/BDTD 02/29/2024 4.250% 02/28/2029
91282CKD2 1,000,000.00 AA+ Aa1 3/1/2024 3/5/2024 999,492.19 4.26 14,205.16 999,616.98 1,017,461.00 US TREASURY N/BDTD 04/01/2024 4.125% 03/31/2029
91282CKG5 1,000,000.00 AA+ Aa1 4/2/2024 4/3/2024 988,632.81 4.38 10,368.85 991,240.98 1,013,398.00 US TREASURY N/BDTD 04/30/2024 4.625% 04/30/2029
91282CKP5 450,000.00 AA+ Aa1 5/9/2024 5/13/2024 453,058.59 4.47 3,506.45 452,418.03 464,009.85 US TREASURY N/BDTD 07/31/2024 4.000% 07/31/2029
91282CLC3 745,000.00 AA+ Aa1 8/1/2024 8/2/2024 749,627.15 3.86 12,430.39 748,848.62 751,868.15 US TREASURY N/BDTD 09/03/2024 3.625% 08/31/2029
91282CLK5 750,000.00 AA+ Aa1 9/5/2024 9/6/2024 752,314.45 3.56 9,087.13 751,963.86 746,162.25 US TREASURY N/BDTD 10/31/2024 4.125% 10/31/2029
91282CLR0 3,400,000.00 AA+ Aa1 11/14/2024 11/15/2024 3,374,367.19 4.30 23,629.08 3,377,327.62 3,448,079.40 Security Type Sub-Total 27,790,000.00 27,257,576.97 3.30 204,070.30 27,622,544.53 27,694,236.38 Joint Powers Authority
CAMP Pool 2,256,149.72 AAAm NR 2,256,149.72 0.00 2,256,149.72 2,256,149.72 Security Type Sub-Total 2,256,149.72 2,256,149.72 0.00 2,256,149.72 2,256,149.72 Corporate
BRISTOL-MYERS SQUIBB CO(CALLABLE)DTD 11/13/2020 0.750% 11/13/2025 110122DN5 225,000.00 A A2 3/14/2022 3/16/2022 210,096.00 2.66 225.00 223,506.20 222,007.95

ALPHABET INC (CALLABLE)
DTD 08/09/2016 1.998% 08/15/2026
02079KAC1 300,000.00 AA+ Aa2 3/14/2022 3/16/2022 294,777.00 2.42 2,264.40 298,672.06 293,490.00 TARGET CORP (CALLABLE)DTD 01/24/2022 1.950% 01/15/2027
87612EBM7 25,000.00 A A2 1/19/2022 1/24/2022 24,957.50 1.99 224.79 24,986.85 24,214.03 TARGET CORP (CALLABLE)DTD 01/24/2022 1.950% 01/15/2027
87612EBM7 200,000.00 A A2 3/14/2022 3/16/2022 194,764.00 2.53 1,798.33 198,331.95 193,712.20 19 115
PFM Asset Management | pfmam.com
City of Oakley
For the Quarter Ended June 30, 2025
Portfolio Holdings
Security Type/DescriptionDated Date/Coupon/Maturity CUSIP Par S&P
Rating
Moody's
Rating
Settle
Date
Original
Cost
Trade
Date
YTM
at Cost
Accrued
Interest
Market
Value
Amortized
Cost
Corporate
BANK OF AMERICA CORP(CALLABLE)DTD 10/21/2016 3.248% 10/21/2027 06051GGA1 225,000.00 A- A1 1/3/2023 1/5/2023 210,411.00 4.78 1,421.00 217,984.43 220,676.63 TEXAS INSTRUMENTS INC(CALLABLE)DTD 11/03/2017 2.900% 11/03/2027 882508BC7 285,000.00 A+ Aa3 1/3/2023 1/5/2023 267,880.05 4.29 1,331.58 276,705.99 278,017.50 MASTERCARD INC (CALLABLE)DTD 02/27/2025 4.550% 03/15/2028 57636QBF0 225,000.00 A+ Aa3 3/3/2025 3/4/2025 226,869.75 4.25 3,526.25 226,674.41 228,075.07 JPMORGAN CHASE & CO(CALLABLE)DTD 04/22/2024 5.581% 04/22/2030 46647PEG7 465,000.00 A A1 4/22/2025 4/23/2025 475,741.50 5.05 4,974.07 475,276.42 482,759.28 Security Type Sub-Total 1,950,000.00 1,905,496.80 3.86 15,765.42 1,942,138.31 1,942,952.66 Managed Account Sub Total 29,740,000.00 29,163,073.77 219,835.72 29,637,189.04Securities Sub TotalAccrued Interest $31,996,149.72 $31,419,223.49 $219,835.72 $31,893,338.76 $219,835.72
29,564,682.84
$31,820,832.56

3.34 3.34%
Total Investments $32,113,174.48
20 116
PFM Asset Management | pfmam.com
City of Oakley
For the Quarter Ended June 30, 2025
Portfolio Activity
Quarterly Portfolio Transactions
Trade
Date
Settle
Date Par ($) CUSIP
Maturity
Date
Transact
Coupon Amount ($)
Yield
at Market
Realized
Security Description G/L (BV)
BUY4/22/2025 4/23/2025 465,000.00 46647PEG7 JPMORGAN CHASE & CO (CALLABLE) 5.58% 4/22/2030 475,813.59 5.05% Total BUY 465,000.00 475,813.59 0.00
CALL4/22/2025 4/22/2025 220,000.00 46647PBK1 JPMORGAN CHASE & CO (CALLABLE) 2.08% 4/22/2026 220,000.00 2.08%6/5/2025 6/5/2025 205,000.00 20030NBN0 COMCAST CORP (CALLABLE) 3.37% 8/15/2025 207,113.96 3.38% Total CALL 425,000.00 427,113.96 0.00
INTEREST4/1/2025 4/1/2025 12189LAV3 BURLINGTN NORTH SANTA FE (CALLABLE) 3.00% 4/1/2025 3,150.004/13/2025 4/13/2025 023135CE4 AMAZON.COM INC 3.00% 4/13/2025 6,000.004/21/2025 4/21/2025 06051GGA1 BANK OF AMERICA CORP (CALLABLE) 3.24% 10/21/2027 3,654.004/22/2025 4/22/2025 46647PBK1 JPMORGAN CHASE & CO (CALLABLE) 2.08% 4/22/2026 2,291.304/30/2025 4/30/2025 91282CJF9 US TREASURY N/B 4.87% 10/31/2028 24,375.004/30/2025 4/30/2025 91282CKP5 US TREASURY N/B 4.62% 4/30/2029 10,406.254/30/2025 4/30/2025 91282CLR0 US TREASURY N/B 4.12% 10/31/2029 70,125.004/30/2025 4/30/2025 91282CHA2 US TREASURY N/B 3.50% 4/30/2028 17,500.004/30/2025 4/30/2025 912828ZN3 US TREASURY N/B 0.50% 4/30/2027 2,087.505/3/2025 5/3/2025 882508BC7 TEXAS INSTRUMENTS INC (CALLABLE) 2.90% 11/3/2027 4,132.50 21 117
PFM Asset Management | pfmam.com
City of Oakley
For the Quarter Ended June 30, 2025
Portfolio Activity
Quarterly Portfolio Transactions
Trade
Date
Settle
Date Par ($) CUSIP
Maturity
Date
Transact
Coupon Amount ($)
Yield
at Market
Realized
Security Description G/L (BV)
INTEREST5/11/2025 5/11/2025 037833DT4 APPLE INC (CALLABLE) 1.12% 5/11/2025 2,250.005/13/2025 5/13/2025 110122DN5 BRISTOL-MYERS SQUIBB CO (CALLABLE) 0.75% 11/13/2025 843.755/15/2025 5/15/2025 912810FF0 US TREASURY N/B 5.25% 11/15/2028 26,250.005/31/2025 5/31/2025 91282CCF6 US TREASURY N/B 0.75% 5/31/2026 3,487.505/31/2025 5/31/2025 912828ZT0 US TREASURY N/B 0.25% 5/31/2025 1,250.006/30/2025 6/30/2025 91282CJR3 US TREASURY N/B 3.75% 12/31/2028 18,750.00 Total INTEREST 0.00 196,552.80 0.00
MATURITY4/1/2025 4/1/2025 210,000.00 12189LAV3 BURLINGTN NORTH SANTA FE (CALLABLE) 3.00% 4/1/2025 210,000.004/13/2025 4/13/2025 400,000.00 023135CE4 AMAZON.COM INC 3.00% 4/13/2025 400,000.005/11/2025 5/11/2025 400,000.00 037833DT4 APPLE INC (CALLABLE) 1.12% 5/11/2025 400,000.005/31/2025 5/31/2025 1,000,000.00 912828ZT0 US TREASURY N/B 0.25% 5/31/2025 1,000,000.00 Total MATURITY 2,010,000.00 2,010,000.00 0.00
22 118
PFM Asset Management | pfmam.com
City of Oakley
For the Quarter Ended June 30, 2025
Appendix
Important Disclosures
This material is for general information purposes only and is not intended to provide specific advice or a specific recommendation, as it was prepared without regard to any specific objectives or financial circumstances.PFMAM professionals have exercised reasonable professional care in the preparation of this performance report. Information in this report is obtained from sourcesexternal to PFMAM and is generally believed to be reliable and available to the public; however, we cannot guarantee its accuracy, completeness or suitability. We rely on the client's custodian for security holdings and market values. Transaction dates reported by the custodian may differ from money manager statements.While efforts are made to ensure the data contained herein is accurate and complete, we disclaim all responsibility for any errors that may occur. References toparticular issuers are for illustrative purposes only and are not intended to be recommendations or advice regarding such issuers. Fixed income manager and indexcharacteristics are gathered from external sources. When average credit quality is not available, it is estimated by taking the market value weights of individual credit tiers on the portion of the strategy rated by a NRSRO.It is not possible to invest directly in an index. The index returns shown throughout this material do not represent the results of actual trading of investor assets.

Third-party providers maintain the indices shown and calculate the index levels and performance shown or discussed. Index returns do not reflect payment of anysales charges or fees an investor would pay to purchase the securities they represent. The imposition of these fees and charges would cause investmentperformance to be lower than the performance shown.The views expressed within this material constitute the perspective and judgment of PFMAM at the time of distribution and are subject to change. Any forecast,projection, or prediction of the market, the economy, economic trends, and equity or fixed-income markets are based upon certain assumptions and current opinionas of the date of issue and are also subject to change. Some, but not all assumptions are noted in the report. Assumptions may or may not be proven correct asactual events occur, and results may depend on events outside of your or our control. Changes in assumptions may have a material effect on results. Opinions anddata presented are not necessarily indicative of future events or expected performance.PFM Asset Management serves clients in the public sector and is a division of U.S. Bancorp Asset Management, Inc., which is the legal entity providing investmentadvisory services. U.S. Bancorp Asset Management, Inc. is a registered investment adviser, a direct subsidiary of U.S. Bank N.A. and an indirect subsidiary of U.S.

Bancorp. U.S. Bank N.A. is not responsible for and does not guarantee the products, services, or performance of U.S. Bancorp Asset Management, Inc. Theinformation contained is not an offer to purchase or sell any securities. Additional applicable regulatory information is available upon request.For more information regarding PFMAM's services or entities, please visit www.pfmam.com.Further distribution is not permitted without prior written consent. 23 119
PFM Asset Management | pfmam.com
City of Oakley
For the Quarter Ended June 30, 2025
Appendix
Important Disclosures
This information is for institutional investor use only, not for further distribution to retail investors, and does not represent an offer to sell or a solicitation of an offer tobuy or sell any fund or other security. Investors should consider the Trust’s investment objectives, risks, charges and expenses before investing in the Trust. Thisand other information about the Trust is available in the Trust’s current Information Statement, which should be read carefully before investing. A copy of the Trust’sInformation Statement may be obtained by calling 1-800-729-7665 or is available on the Trust’s website at www.camponline.com. While the Cash Reserve Portfolioseeks to maintain a stable net asset value of $1.00 per share and the CAMP Term Portfolio seeks to achieve a net asset value of $1.00 per share at the statedmaturity, it is possible to lose money investing in the Trust. An investment in the Trust is not insured or guaranteed by the Federal Deposit Insurance Corporation orany other government agency. Shares of the Trust are distributed by U.S. Bancorp Investments, Inc., member FINRA (www.finra.org) and SIPC (www.sipc.org). PFM Asset Management is a division of U.S. Bancorp Asset Management, Inc., which serves as administrator and investment adviser to the Trust. U.S. Bancorp Asset Management, Inc. is a direct subsidiary of U.S. Bank N.A. and an indirect subsidiary of U.S. Bancorp. U.S. Bancorp Investments, Inc. is a subsidiary of U.S. Bancorpand affiliate of U.S. Bank N.A.Generally, PFMAM’s market prices are derived from closing bid prices as of the last business day of the month as supplied by ICE Data Services. There may bedifferences in the values shown for investments due to accrued but uncollected income and the use of differing valuation sources and methods. Non-negotiable FDIC-insured bank certificates of deposit are priced at par. Although PFMAM believes the prices to be reliable, the values of the securities may not represent the prices at which the securities could have been bought or sold. Explanation of the valuation methods for a registered investment company or local governmentinvestment program is contained in the appropriate fund offering documentation or information statement.

In accordance with generally accepted accounting principles, information is presented on a trade date basis; forward settling purchases are included in the monthly balances, and forward settling sales are excluded.

Performance is presented in accordance with the CFA Institute's Global Investment Performance Standards (GIPS). Unless otherwise noted, performance is shown gross of fees. Quarterly returns are presented on an unannualized basis. Returns for periods greater than one year are presented on an annualized basis. Past performance is not indicative of future returns.

ICE Bank of America Indices provided by Bloomberg Financial Markets.Money market fund/cash balances are included in performance and duration computations.Standard & Poor's is the source of the credit ratings. Distribution of credit rating is exclusive of money market fund/LGIP holdings.Callable securities in the portfolio are included in the maturity distribution analysis to their stated maturity date, although, they may be called prior to maturity.MBS maturities are represented by expected average life. 24 120
PFM Asset Management | pfmam.com
City of Oakley
For the Quarter Ended June 30, 2025
Appendix
Glossary
Accrued Interest: Interest that is due on a bond or other fixed income security since the last interest payment was made.Agencies: Federal agency securities and/or Government-sponsored enterprises.Amortized Cost: The original cost of the principal of the security is adjusted for the amount of the periodic reduction of any discount or premium from the purchase date until the date of the report. Discount or premium with respect to short-term securities (those with less than one year to maturity at time of issuance) is amortized on a straight line basis. Such discount or premium with respect to longer-term securities is amortized using the constant yield basis.

Asset-Backed Security: A financial instrument collateralized by an underlying pool of assets – usually ones that generate a cash flow from debt, such as loans, leases, credit card balances, and receivables.

Bankers’ Acceptance: A draft or bill or exchange accepted by a bank or trust company. The accepting institution guarantees payment of the bill as well as the insurer.Commercial Paper: An unsecured obligation issued by a corporation or bank to finance its short-term credit needs, such as accounts receivable and inventory.Contribution to Total Return: The weight of each individual security multiplied by its return, then summed for each sector to determine how much each sector addedor subtracted from the overall portfolio performance.Effective Duration: A measure of the sensitivity of a security’s price to a change in interest rates, stated in years.Effective Yield: The total yield an investor receives in relation to the nominal yield or coupon of a bond. Effective yield takes into account the power of compoundingon investment returns, while nominal yield does not.FDIC: Federal Deposit Insurance Corporation. A federal agency that insures bank deposits to a specified amount.Interest Rate: Interest per year divided by principal amount and expressed as a percentage.Market Value: The value that would be received or paid for an investment in an orderly transaction between market participants at the measurement date.Maturity: The date upon which the principal or stated value of an investment becomes due and payable.Negotiable Certificates of Deposit: A CD with a very large denomination, usually $1 million or more, that can be traded in secondary markets.Par Value: The nominal dollar face amount of a security.Pass-through Security: A security representing pooled debt obligations that passes income from debtors to its shareholders. The most common type is themortgage-backed security. 25 121
PFM Asset Management | pfmam.com
City of Oakley
For the Quarter Ended June 30, 2025
Appendix
Glossary
Repurchase Agreements: A holder of securities sells these securities to an investor with an agreement to repurchase them at a fixed price on a fixed date.Settle Date: The date on which the transaction is settled and monies/securities are exchanged. If the settle date of the transaction (i.e., coupon payments andmaturity proceeds) occurs on a non-business day, the funds are exchanged on the next business day.Supranational: A multinational union or association in which member countries cede authority and sovereignty on at least some internal matters to the group, whosedecisions are binding on its members.Trade Date: The date on which the transaction occurred; however, the final consummation of the security transaction and payment has not yet taken place.Unsettled Trade: A trade which has been executed; however, the final consummation of the security transaction and payment has not yet taken place.U.S. Treasury: The department of the U.S. government that issues Treasury securities.Yield: The rate of return based on the current market value, the annual interest receipts, maturity value, and the time period remaining until maturity, stated as a percentage on an annualized basis.

YTM at Cost: The yield to maturity at cost is the expected rate of return based on the original cost, the annual interest receipts, maturity value, and the time periodfrom purchase date to maturity, stated as a percentage on an annualized basis.YTM at Market: The yield to maturity at market is the rate of return based on the current market value, the annual interest receipts, maturity value, and the timeperiod remaining until maturity, stated as a percentage on an annualized basis. 26 122
Type* Name of Institution Rate Maturity**** Cost Amount Market Value** Investments in Wells Fargo Bank Account
- Commercial Checking Acct Public Funds 0.000% 6/30/2025 $ 6,616,693.60 $ 6,616,693.60 Investments with Wells Fargo Investment Advisors:
9 Institutional Money Market 0.185% N/A 1,948,500.68 1,948,500.68 Investments with State of California:
3 Local Agency Investment Fund (LAIF)-City 4.400% N/A 20,315,464.27 20,339,808.49 Investments with CalTRUST
11 Short-Term Investment Account-City 0.364% N/A 311,146.21 311,146.21 Investments with CAMP
13 Short-Term Investment Account-City 4.400% N/A 59,256,234.31 59,256,234.31 Total Investments Other than Bond Proceeds 88,448,039.07 88,472,383.29 Investments with Wells Fargo Trust (bond proceeds): *** 2021 Refunding Revenue Bonds
9 Government Money Market
Wells Fargo Advantage Gov MM Svc 1.310% N/A 154,619.50 154,619.50 2014 Refunding Revenue Bonds
9 Government Money Market
Wells Fargo Advantage Gov MM Svc 1.310% N/A 396,191.13 396,191.13 Investments with USBank Trust (bond proceeds): ***
2016 Lease Revenue Bonds
9 Government Money Market
USBank - First American Government Obligation 0.000% N/A 0.54 0.54 Total Investments of Bond Proceeds 550,811.17 550,811.17 Managed Investments with PFM (Detail Attached)
CAMP POOL See Detail 2,256,149.72 2,256,149.72
Managed Investments See Detail 29,163,073.77 29,637,189.04 Total Managed Investments 31,419,223.49 31,893,338.76
Total All City Investments $ 120,418,073.73 $ 120,916,533.22 Accrued Interest of Investments other than Bond Proceeds:

Wells Fargo Investment Advisors 3,603.39
Local Agency Investment Fund 187,787.59
CalTRUST 1,134.05
PFM (Asset Management& CAMP) 433,600.02
Accrued Interest as of 06/30/25 $ 626,125.05
* Type of investment as described in Authorized Investments section of the City's adopted Investment Policy

1. U.S Government Securities 5. Bankers Acceptance 9. Money market funds

2. U.S. Government Agency Securities 6. Commercial Paper 10. Repurchase agreements

3. Local Agency Investment Fund 7. Medium term notes 11. CalTRUST Short Term Account

4. Certificates of Deposit 8. Mutual funds 12. Overnight Sweep

13. CAMP Joint Powers Authority
** Market Valuation for LAIF was obtained at https://www.treasurer.ca.gov/pmia-laif/mktvalue/2025/202506.pdf Market value for all other investments was obtained from FT Interactive Data. As the City holds its investments to maturity, market value fluctuations are not significant.
*** Investment of bond proceeds is governed by each bond's Trust Agreement. All of the amounts with Wells Fargo Trust are debt service reserve funds. Investment income remains with the individual bond accounts. **** With the exception of CDs and managed investments, except for the CAMP POOL, all accounts have same day or next-day liquidity Approved by Jeri Tejeda Date
Administrative Service Director
Quarterly Investment Report
For the Quarter Ended June 30, 2025
The City of Oakley is in compliance with the City’s annually adopted investment policy and is able to meet its operating expenditure requirements for the next six months.
07/31/2025
123

STAFF REPORT
1 City of Oakley | 3231 Main Street, Oakley, CA 94561
O (925) 625-7000 | F (925) 625-9859 | www.ci.oakley.ca.us DATE: August 12, 2025
TO: Joshua McMurray, City Manager
FROM: Jeri Tejeda, Administrative Service Director
SUBJECT: City of Oakley as Successor Agency to the Oakley Redevelopment Agency – Quarterly Investment Report (4th Quarter FY 24/25) Background and Analysis
California law and the City’s Investment Policy require the Agency’s fiscal officer to submit a quarterly investment report to the Agency’s governing board. The report should contain information on all securities held and include a statement denoting the ability of the local agency to meet its expenditure requirements for the next six months.

Fiscal Impact
The Investment Report for the Period Ending June30, 2025, attached shows a balance of $1,418,672.14 in cash for operations before the City receives the next distribution from the Department of Finance requested with the ROPS. To increase annual cash flow savings of refunding bonds, cash reserves were applied to bond insurance with Build America Mutual (BAM). The Reserve Requirements are satisfied in face amounts of $571,000.00 for 2015 Bonds and $1,827,318.76 for 2018 Bonds.

The Agency is in compliance with the City’s annually adopted investment policy. The tax revenues distributed to the Agency is sufficient to make the Agency’s enforceable obligation payments as approved by the Department of Finance.

Staff Recommendation
Staff recommends the City Council, as the Board of the Successor Agency, accept the investment report for the 4th Quarter of Fiscal Year 24/25.

Attachments

1. City of Oakley as Successor Agency to the Redevelopment Agency Investment Report for the quarter ended June 30, 2025.

Approved and
Forwarded to the
City Council
124
.

Type* Name of Institution Rate Maturity*** Cost Amount Market Value Investments in Wells Fargo Bank Account
Successor Agency Checking 0.680% N/A $ 1,418,672.14 $ 1,418,672.14 Total Investments Other than Bond Proceeds 1,418,672.14 1,418,672.14 Investments with US Bank Trust (bond proceeds): **
20015 A&B Tax Allocation Refunding Bonds - -
2018 Tax Allocation Refunding Bonds - -
Total Investments of Bond Proceeds - -
Total Agency Investments $ 1,418,672.14 $ 1,418,672.14
* Type of investment as described in Authorized Investments section of the City's adopted Investment Policy

1. U.S Government Securities 5. Bankers Acceptance 9. Money market funds

2. U.S. Government Agency Securities 6. Commercial Paper 10. Repurchase agreements

3. Local Agency Investment Fund 7. Medium term notes 11. CalTRUST Short Term Account

4. Certificates of Deposit 8. Mutual funds 12. Overnight Sweep ** Investment of bond proceeds is governed by each bond's Trust Agreement. Reserve Requirements are satisfied by BAM surety policy in face amounts equal to $571,000 for 2015 Bonds and $1,827,318.76 for 2018 Bonds. *** All Successor Agency accounts have same day or next day liquidity Approved by Jeri Tejeda Date
Adminstrative Services Director
City of Oakley as Successor Agency to the
Oakley Redevelopment Agency
Quarterly Investment Report
For the Quarter Ended June 30, 2025
The City of Oakley, as Successor Agency to the Oakley Redevelopment Agency, is in compliance with the City’s annually adopted investment policy.
07/31/2025
125
July 2025 New In-Town Business Licenses
Full Name Primary contact email address Full Primary Address Active Licenses A. MEADOWS INVESTMENTS III, LLC [email protected] M
3373 MAIN ST
OAKLEY CA 94561

BUSINESS LICENSE
AMY GONZALEZ [email protected] 3663 MAIN ST
OAKLEY CA 94561-5781

BUSINESS LICENSE
CZM RESTAURANTS, INC [email protected] 3080 MAIN ST
OAKLEY CA 94561

BUSINESS LICENSE
GLASS PONYS LLC [email protected] 4845 CARRINGTON DR OAKLEY CA 94561-4138

HOME BASED BUSINESS LICENSE

GLIEDT & STONE INSURANCE

SERVICES, INC
[email protected] 4887 WINCHESTER DR
OAKLEY CA 94561

HOME BASED BUSINESS LICENSE
HALEY BOUTIQUE GIFTS 415 ROCKY MOUNTAIN WAY
OAKLEY CA 94561

HOME BASED BUSINESS LICENSE
KIMBALL BOOKKEEPING [email protected] 4875 CHABLIS CT OAKLEY CA 94561-1810

HOME BASED BUSINESS LICENSE
MODULAR INNOVATIONS 1851 GATEWAY DR
OAKLEY CA 94561-2620

HOME BASED BUSINESS LICENSE
MUZ KNUCKLES BBQ [email protected] 3877 ACORN DR OAKLEY CA 94561-4300

BUSINESS LICENSE - DOES NOT HAVE A

VALID MOBILE VENDOR PERMIT
NEXT LEVEL HOMES INC [email protected] 585 SAPPHIRE PKWY OAKLEY CA 94561

HOME BASED BUSINESS LICENSE
NOMOWMANI LLC [email protected] 568 HACIENDA DR
OAKLEY CA 94561-4202

HOME BASED BUSINESS LICENSE
RAMIREZ STUDIO 804 CHIANTI WAY
OAKLEY CA 94561-2359

HOME BASED BUSINESS LICENSE
THE HAPPY BAKER [email protected] 2639 E CYPRESS RD
OAKLEY CA 94561-5043

HOME BASED BUSINESS LICENSE
13 126

STAFF REPORT
1 City of Oakley | 3231 Main Street, Oakley, CA 94561
O (925) 625-7000 | F (925) 625-9859 | www.ci.oakley.ca.us DATE: August 12, 2025
TO: Joshua McMurray, City Manager
FROM: Jeri Tejeda, Administrative Services Director
SUBJECT: Receive an update on Studio 55 and receive direction on future fees and residency requirements
Background and Analysis
Studio 55 opened for our community members 55 and above on May 1, 2025.

Overall, the opening of Studio 55 has been a great success. In the first three months the City has welcomed hundreds of community members 55 and above to our program.

In addition to senior programming, the City has partnered with Contra Costa County providing meal services through Café Costa. Meals services were on Wednesdays from May 1
st through June 30th and went to four days per week (Monday-Thursday) on July 1st. While Café Costa meal services increase each week, we are still striving to reach more of the community.

This work session is intended to provide statistics related to membership, programming and Café Costa as well as to receive direction from council on membership and fees for the calendar year 2026 and the potential for a scholarship program.

Consistency with the Oakley Strategic Plan 27+
This 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 related to this work session.

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

Attachments
Approved and
Forwarded to the
City Council
127
128
2 Work Session Agenda
Statistics
Programs
Scholarships 2026 Fees
and Policy
Café Costa
129
Membership
• Have attended at least one program
• As of 07/25/25
• Actively attending multiple programs weekly
130
4 Members By City
Oakley, 204
Brentwood, 36
Antioch, 28
Bethel Island, 11
Other , 14
131
5 Monday
Program/Activity Time Offered Average
Attendance
Highest
Attendance
Pickleball 7am – 8:30am 9 15
Cane-Do 11am – 12pm 2 5
Movie Monday 12pm – 2 pm 2 2
Square Dancing 7pm – 9pm 17 20
Add Additional 2 hours of Pickleball (7am-10:30am)
132
6 Tuesday
Program/Activity Time Offered Average
Attendance
Highest
Attendance
Essentrics 9:15am – 10:15am 21 26
Ukulele 10am – 11:30am 11 14
Game Time 12:00pm – 2:00pm 1 2
Add Beginning Square Dance as an afternoon Session
Senior Painting Class as an afternoon Session
133
7 Wednesday
Program/Activity Time Offered Average
Attendance
Highest
Attendance
Pickleball 7am – 8:30am 9 15
Fiber Arts (basic) 10am – 11:30am 12 14
Fiber Arts
(Advanced)
12:30pm – 2:00pm 10 19
Senior Safety 12:30pm – 2:00pm 3 6
Add Additional 2 hours of Pickleball 7am-10:30am
Add New Pickleball Session from 5:30pm – 7:00pm
134
8 Thursday
Program/Activity Time Offered Average
Attendance
Highest
Attendance
Essentrics 9:00am – 10:00am 21 26
Line Dance 10:15am – 11:00am 10 11
Walking Club 10:15am – 11:15am 0 4
Cooking(class is
capped at 6)
2pm – 3pm 6 6
Cooking(class is
capped at 6)
4pm – 5pm 6 6
No Additions Planned
135
9 Café Costa
Day Average
Attendance
Highest
Attendance
Monday 12 15
Tuesday 18 22
Wednesday 25 29
Thursday 12 17
*Lunch is not served on Friday
136
10 Café Costa Eligibility Criteria
Older
Adults
(60+)
• Individuals aged 60 or older are eligible to receive congregate meals.

Spouses
Spouses of eligible participants, regardless of age, may also receive meals if they accompany the older adult to the congregate meal site.

Individuals
with
Disabilities
Individuals under 60 with disabilities who live with and accompany an eligible older adult to a congregate meal site may receive meals.

Volunteers
Individuals, regardless of age, who provide volunteers services during meal hours may be offered meals, if an extra meal exists. 137
11 Seasonal Celebrations
Independence Day Senior Sundaes – was a great success
• We had approx. 50 in attendance for games and ice cream sundaes Upcoming Celebrations
• Hot August Nights (08/27)
• Senior September Brunch(9/24)
• Oktoberfest (08/22)
• Thanksgiving Feast (11/19)
• Santa Senior Soiree (12/10)
138
12 How can we improve?
• A few of the programs have low attendance.
• Change the marketing of the program to increase attendance • Consider replacing them with a more popular program
• Activities like Movie Monday, Game Day and Walking Club have low attendance
• Re-Evaluate attendance to see if 4 days a week lunch increase attendance • Studio 55 social space is under utilized
• Busy during lunch 11-1230 but empty most other times as people attend programs but are not staying after the program unless it is for lunch. 139
13 Discussion Items
• Annual Membership Fee
• Previous discussion was $25 annually (waived in 2025) • Will there be an annual fee for 2026?
• If yes, how much?
• Is the fee different for Oakley resident vs Non-resident? • Do we pro-rate if someone signs up mid-year?
140
14 Discussion Items
• Age 55 and up to be a Member of Studio 55
• Is this only a senior program? Staff needs a clear definition of who we serve.
• If there is consideration of allowing under 55 staff will need clear direction on how we determine eligibility.
• Cafe Costa Guidelines still apply, and we can not override those and offer meal services to those that do not meet the criteria
141
15 Scholarship Program
FY 2025/26 has a $10,000 budget
Allows for the waiver of fees for one program per year per person (Kids programming (under 18) or Studio 55
Membership)
Provide Proof of Area Median Income (AMI) as provided
annually by HUD and Residency
142
16 Any Questions?
143

Oakley City CouncilAugust 12, 2025

Oakley City Council
August 12, 2025