MEMBERS OF THE PUBLIC MAY PARTICIPATE IN THIS MEETING
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Zoom Webinar:
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Webinar ID:
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In Person:
Orinda Library Auditorium
26 Orinda Way
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CITY COUNCIL
AGENDA
Tuesday, October 21, 2025
7:00 PM - REGULAR MEETING
City Council
Agenda Page 1 10.21.25
How to follow and/or participate in the meeting:
IN PERSON SPEAKER CARDS: If you would like to speak during the public forum or on an item listed on the agenda, you are invited to submit a speaker card to the City Clerk. You will be permitted to speak even if you elect not to submit a speaker card or decline to provide information requested on the card. After the City Council has heard from everyone who submitted speaker cards, anyone electing not to submit a speaker card may form a line at the lectern. Public comment is generally limited to 3 minutes per speaker per agenda item.
WRITTEN COMMENTS: You may also submit a public comment in advance of the meeting by following instructions below:
Deliver to City Hall at 22 Orinda Way or send an e-mail to [email protected] by 3pm on the day of the meeting. Those comments will be forwarded to the City Council. They will also be made a part of the public record and be available to view in the public review binder at Orinda City Hall, 22 Orinda Way. In addition, they will be available electronically by selecting the date of the meeting in this Box account link: https://tinyurl.com/Orinda-Public-Comment REMOTE COMMENTS: Remote Public Comments have been discontinued for the foreseeable future. This does not include teleconference locations. 7:00 PM - REGULAR SESSION
A. CALL TO ORDER / ROLL CALL
Councilmembers: Darlene Gee, Cara Hoxie, Janet Riley
Vice Mayor Brandyn Iverson, Mayor Latika Malkani
B. PLEDGE OF ALLEGIANCE
City Council
Agenda Page 2 10.21.25
C. ADOPTION OF AGENDA
The City Council may take action on any item listed on the agenda.
D. ITEMS FOR THE GOOD OF THE CITY
E. PUBLIC FORUM
The public forum provides an opportunity for members of the public to speak on any item within the jurisdiction of the City Council that is not on the agenda.
Additionally, a speaker has the option of addressing the Council on an item listed on the agenda, if the speaker will not be present when that agenda item is taken up. When an item is not listed on the agenda, State law prohibits Council discussion or action. Councilmembers may only “briefly respond” to statements made and questions posed. For example, State law allows Councilmembers to ask questions for clarification and provide a reference to staff or other resources for factual information. Additionally, consistent with the “Matters Initiated” rule contained in its Policies and Procedures Manual, the Council may also direct staff to report back and/or place a matter on a future agenda for discussion.
F. CONSENT CALENDAR
F.1. Minutes Approval
Recommendation:
Approve City Council Minutes:
1. September 30, 2025 Special Meeting.
2. October 7, 2025 Regular Meeting.
F.2. Updated Records Retention Schedule
Recommendation:
Adopt Resolution No. 49-25 approving an Updated Records Retention Schedule.
F.3. Housing Element Implementation – Ordinance 25-04, Ordinance 25- 05, Resolution 52-25(A), and Resolution 52-25(B), Regarding Amendments to the General Plan and Zoning, and Adoption of Objective Design Standards
Recommendation:
Take the following actions:
1) For Housing Element Sites outside the Downtown:
a) Waive the full reading and adopt Ordinance 25-04.
b) Adopt Resolution 52-25A.
2) For Housing Element Sites within the Downtown:
a) Waive the full reading and adopt Ordinance 25-05.
b) Adopt Resolution 52-25B.
F.4. CalRecycle Payment Program Grant Application
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Agenda Page 3 10.21.25
Recommendation:
Adopt Resolution 59-25 Authorizing the City to Apply for Grants Under the CalRecycle Payment Programs.
F.5. Preliminary Quarterly Financial Report (4th Quarter Fiscal Year 2024- 25)
Recommendation:
Receive the preliminary report.
F.6. Agreement with Kimley-Horn and Associates, Inc. for Professional Planning and Environmental Review Services for the Proposed Southwood Valley Subdivision
Recommendation:
Approve the Agreement with Kimley-Horn and Associates, Inc. for an amount not to exceed $550,000 and authorize the City Manager to approve up to an additional 10% contingency based on evaluation of additional services.
F.7. Reject All Bids for Library Exterior Accent Tile Replacement Project #4179
Recommendation:
Reject all bids for Library Exterior Accent Tile Replacement Project.
F.8. Performance Pipeline Technologies Inc. Contract Acceptance - 2023 Annual Storm Drain Repair Project (Category B), No. 5007 Recommendation:
Adopt Resolution No. 54-25, Acceptance of Work for the 2023 Annual Storm Drain Repair Project (Category B), City Project No. 5007 with Performance Pipeline Technologies Inc. and Authorize the City Clerk to sign and file the Notice of Completion with the Contra Costa County ClerkRecorder.
F.9. Change Order #1 with Bonetti Plumbing for City Hall Sanitary Sewer Replacement
Recommendation:
Approve Contract Change Order #1 with Frank Bonetti Plumbing, Inc. to increase the contract value by $21,525 to a new total contract value of $73,850.
G. PUBLIC HEARING
H. POLICY MATTERS
H.1. Citywide Objective Design Standards (ODS) Study Session, an Implementing Action of the Housing Element
Recommendation:
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Agenda Page 4 10.21.25
Receive a presentation and facilitated discussion of the Citywide Objective Design Standards (ODS) and provide additional discussion and direction on the design topics, specific design standards, and architectural standards.
I. COUNCILMEMBERS' REPORTS
J. CITY MANAGER'S REPORT
K. MATTERS INITIATED
L. ADJOURNMENT
The next meeting of the Orinda City Council will be held on Monday, November 03, 2025 at 7:00 PM.
Please visit the City’s website at www.cityoforinda.org to view the City Council Calendar.
I, Sheri Marie Smith, City Clerk, declare under penalty of perjury under the laws of the State of California that this special meeting agenda has been posted at least 24 hours in advance at the Orinda City Hall, 22 Orinda Way and the Orinda Library, 26 Orinda Way.
Additional copies are available at the Orinda Library, 26 Orinda Way, and at the City’s website at www.cityoforinda.org. At least 24 hours in advance of the meeting, this agenda was also delivered to and received by each member of the City Council as well as each local newspaper, radio station and television station requesting written notice of special meetings.
I, Sheri Marie Smith, City Clerk, declare under penalty of perjury under the laws of the State of California that this regular meeting agenda has been posted at least 72 hours in advance at the Orinda City Hall, 22 Orinda Way and the Orinda Library, 26 Orinda Way. Additional copies are available at the Orinda Library, 26 Orinda Way, and at the City’s website at www.cityoforinda.org
~ Notices ~
There is a 90-day limit for the filing of a challenge in Court to certain City decisions that require a hearing by law, the receipt of evidence, and the exercise of discretion. The 90-day limit begins on the date the decision is final (Code of Civil Procedure §1094.6). Further, if you file a challenge in Court, you may be limited by California law, including but not limited to Government Code §65009, to those issues raised in connection with the public hearing. The City Council may be requested to reconsider a decision if the request is made prior to the next City Council meeting. For information on the next City Council meeting, please call 925.253.4221 or visit the website at www.cityoforinda.org. Unless otherwise noted, City Council actions include a determination that the California Environmental Quality Act (CEQA) does not apply. ~ Accessible Public Meetings ~
The City of Orinda will provide special assistance for disabled citizens to participate in public meetings upon advance notice. If you need auxiliary hearing aid or sign language assistance at least two (2) working days advanced notice is necessary. Please contact the City Clerk’s Office, 22 Orinda Way, Orinda, Ca 94563 or 925.253.4221 or [email protected] with the following information: name, mailing address, phone number and type of assistance requested.
City Council
Staff Report
Agenda Item: F.1
Date: October 21, 2025
Department: City Clerk
AGENDA TITLE: Minutes Approval
RECOMMENDATION:
Approve City Council Minutes:
1. September 30, 2025 Special Meeting.
2. October 7, 2025 Regular Meeting.
BACKGROUND:
The following City Council Minutes are attached for review and adoption.
1. September 30, 2025 Special Meeting
2. October 7, 2025 Regular Meeting
ATTACHMENTS:
A. City Council Special Meeting Minutes of September 30, 2025 B. City Council Regular Meeting Minutes of October 7, 2025 Respectfully Submitted by:
Sheri Smith
City Clerk
Prepared By: Sheri Smith, City Clerk
Approved by:
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SEPTEMBER 30, 2025
CITY OF ORINDA
CITY COUNCIL MINUTES
Note: Written communications received from the public prior to the start of this meeting can be viewed on the City’s website meeting calendar. They are also kept in the City Clerk’s Office as part of the public record and available upon request ([email protected]).
7:00 P.M. – SPECIAL MEETING– ORINDA LIBRARY AUDITORIUM
A. CALL TO ORDER / ROLL CALL:
Mayor Malkani called the Special Meeting to order at approximately 7:00 p.m. She announced Councilmember Hoxie is participating remotely from: 62-146 Kamahoi Place, Kamuela, HI 96743.
COUNCILMEMBERS PRESENT: Cara Hoxie (remotely), Janet Riley, Darlene Gee Mayor Latika Malkani, Vice Mayor Brandyn
Iverson
COUNCILMEMBERS ABSENT: None
B. PLEDGE OF ALLEGIANCE – Led by Mayor Malkani.
C. ADOPTION OF AGENDA
MOTION by Councilmember Gee, and seconded by Vice Mayor Iverson, to adopt the agenda. Said motion carried by unanimous (5-0) vote.
D. PUBLIC FORUM
Amy Hinschike expressed support for downtown and opportunity site rezoning, highlighting the formation of the East Bay Chapter for Everyone with her neighbors, emphasized the importance of complying with the Housing Element to maintain state funding, and urged the construction of multi-family housing. She referred to the need for wildfire mitigation measures and encouraged people to visit their group via the Inclusive Lafayette website, noting they are a smaller chapter under East Bay for Everyone.
E. PUBLIC HEARING
E.1. Housing Element Implementation – Introduction of Ordinance 25-04, Ordinance 25-05, Resolution 52-25A, and Resolution 52-25B, Regarding Amendments to the General Plan and Zoning, and Adoption of Objective Design Standards
Recommendation:
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Take the following actions:
1) For Housing Element Sites outside the Downtown:
a) Waive the full reading and introduce Ordinance 25-04. b) Direct staff to bring Resolution 52-25A back for adoption. 2) For Housing Element Sites within the Downtown:
a) Waive the full reading and introduce Ordinance 25-05. b) Direct staff to bring Resolution 52-25B back for adoption.
City Attorney Osa Wolff described hearing procedures, specifically describing recusal statements for the Mayor when undertaking the non-downtown sites and segmenting the General Plan and zoning changes into two parts.
Recusal: Mayor Malkani announced her recusal from participating in the process when discussing all non-downtown sites, citing property conflicts of the site being within 500 feet of the Miramonte High School, stating her family purchased a condo together at Miramonte Gardens in Moraga, across the street from Miramonte High School.
Associate Planner Darin Hughes gave the staff report, PowerPoint presentation, and program overview of the matter which would result in rezoning of the 6th cycle Housing Element sites, 26 of which are Downtown Commercial and Downtown Office zoned sites which would be rezoned to Downtown Core at 30 du/acre, Downtown Core at 55 du/acre, and Downtown General to add as a permitted use of multi-family residential housing. There are five sites located outside of downtown which would be rezoned to Residential High Density at 25 du/acre and Residential High Density at 40 du/acre.
Mr. Hughes provided an overview of the City's current housing capacity, including credit for previously approved but unbuilt projects, rezoning requirements, and implementation timelines. He explained that staff is working to rezone sites—both downtown and nondowntown—to meet legal housing capacity obligations, with objective design standards intended to streamline the development review process for multi-family residential proposals.
Five opportunity sites were presented for proposed rezoning to allow 100% residential, multi-family housing. While no projects are currently planned for these sites, the proposed zoning designations (RH-25 and RH-40) would allow 20–40 dwelling units per acre. Existing uses and structures on these sites would remain unaffected. An Environmental Impact Report (EIR) was completed for the broader Plan Orinda project.
Mr. Hughes also addressed relevant state legislation:
• SB 4: By-right approval for affordable housing on land owned by religious and higher education institutions.
• AB 2295: By-right workforce housing on property owned by local educational facilities.
• AFFH (Affirmatively Furthering Fair Housing): Requires a more equitable distribution of housing sites.
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Public comments raised concerns about wildfire evacuation, traffic, school capacity, and access issues—particularly in South Orinda and near the proposed Miramonte site.
Some residents expressed a preference for more housing downtown or near BART stations, questioned the suitability of the Caltrans site due to required remediation, and opposed the use of the Wilder shuttle. However, there was general support for increased housing opportunities, particularly to support families, school staff, and faculty.
Staff recommends the Council waive the full reading and introduce Ordinance 25-04, direct staff to bring Resolution 52-25A back for adoption, waive the full reading and introduce Ordinance 25-05 as amended to reflect September 29, 2025 objective design standards, and direct staff to bring Resolution 52-25B back for adoption. If the recommended actions are taken, this item would return to the Council for a second reading and adoption of the ordinances and adoption of the Resolutions.
Councilmember Hoxie raised concerns about building density, aesthetics, and parking in proposed rezoned areas. Mr. Hughes explained that densities range from 20 to 40 dwelling units per acre (du/acre), with lower densities allowing for condos and townhomes and higher densities accommodating small apartment buildings, potentially up to four stories. He noted that mixed-use developments downtown could include commercial space on the ground floor with housing above. Aesthetic standards are governed by Chapter 5 of the objective design standards, requiring visual interest and massing breaks.
Councilmember Hoxie also questioned parking requirements and by-right housing on religious and school sites and senior housing car usage. Mr. Hughes responded that while parking standards exist, State law limits what can be required near BART.
Developers typically still include some parking to meet market demand and cited the Vista Verde project’s reduced parking based on market needs.
Councilmember Riley asked and confirmed with Mr. Hughes the Bank of America site would not be pulled from rezonings because it met HCD requirements; however, the owner does not have any intention of developing housing, but this also resulted in a no net loss scenario where the City had to reassign units to a lower income category at another site.
Councilmember Riley asked for examples of income levels associated with 20 to 25- unit developments. Mr. Hughes responded that the City is working with a consultant on an inclusionary housing ordinance that will define these requirements, but specific income numbers were not yet available. City Manager Smith added that proposed sites vary in affordability, with some designated for low-income, moderate, or market-rate housing.
Mr. Hughes added that the City is receiving credit from HCD for the potential of these sites, due to their size and proximity to transit, to support a mix of income levels.
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Councilmember Riley also asked and confirmed that any impacts of reduced setbacks on outdoor dining and parklets would depend on the proposed project. She further asked about making changes during the meeting, and City Attorney Wolff stated small changes could be made immediately, but larger ones would require another meeting.
Councilmember Gee asked for an explanation of whether a developer would have the choice of developing sites under SB 4 and a potential rezoning action of the City. Mr.
Hughes said a developer would choose a process and provided examples.
Councilmember Gee questioned the status of the Santa Maria Church zoning, and Mr.
Hughes said it is not affected by tonight’s proposal; the overlay that applies to that site is still in effect. Staff was able to include that in existing capacity because it had been rezoned in the last cycle.
Councilmember Riley asked and confirmed there are 48 units proposed on the Santa Maria Church site.
Mayor Malkani asked and Mr. Hughes explained by-right housing which means no use permit is needed, and he provided an example.
Mayor Malkani inquired about community outreach for the meeting. Mr. Hughes explained that notices were sent to properties within 300 feet of the housing inventory sites and published in the newspaper. Additional outreach included multiple email blasts over the summer and three public engagement opportunities, along with a personal visit to the Lavenita Lane area during school drop-off to observe parking conditions.
Mayor Malkani referenced the style guide and creek policy from the rescinded Downtown Precise Plan (DPP) and asked whether the Council could consider adopting a similar creek policy separately. Mr. Hughes confirmed that such a policy could be adopted outside of the current meeting.
Councilmember Riley referred to Appendix B that was eliminated and confirmed this related to different styles of architecture. She asked what architectural style applies, and Mr. Hughes said there is no architectural style that applies, but simply ways of controlling the types of features. City Manager Smith suggested that if the Council wishes to discuss architectural style under deliberations, staff could receive direction at that time.
Mayor Malkani opened the Public Forum.
David Turner expressed concern that Moraga Way, already Orinda’s most congested road, would be further strained by new housing developments. He questioned whether the Moraga-Orinda Fire District (MOFD) had been involved in the planning process, given the potential impact on emergency evacuation, especially from the south end of the city.
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He noted that three proposed housing sites—St. Mark’s Church, Shepherd of the Valley, and another nearby location—are all within 1,000 feet of each other, near Fire Station
44. While he supports adding housing, he urged reconsideration of concentrating so many sites on the south side and further burdening Moraga Way.
Jeff Blum shared concerns about ongoing safety issues from stray golf balls near Orinda Way, noting a recent broken window and previous injury that led to relocating the farmers' market. He criticized the country club for not taking responsibility or installing protective netting or fencing and urged the City to address the issue firmly. Mr. Blum also expressed concern about architectural style, saying he dislikes the look of buildings in Walnut Creek and prefers Orinda maintain a distinctive style like Theater Square. He emphasized the importance of thoughtful design and raised ongoing concerns about parking and loading access.
Reed Robertson expressed frustration with the state’s housing mandates from HCD, noting the high costs of construction and the lack of developer interest in Orinda.
However, he offered a potential solution by stating he owns the building across from the theater and is willing to work with the City to convert some office space and garages into apartments.
Maria Brundle expressed concerns about the proposed high-density rezoning in the Village area, particularly the small, pie-shaped parcel near Camino Pablo and Orinda Way, which she noted as having the highest density in the area despite its limited size.
She questioned why such dense development isn't placed more centrally where there is more space and asked for mitigation measures for tall buildings. While concerned about tall structures near existing homes, she supports adding more housing and revitalizing the Village.
Bianca Garthy echoed concerns about the high-density development in the far corner of the Village near the creek. She warned of potential dangers during a wildfire like the Palisades fire, highlighting the risk of vehicle congestion on Camino Pablo during evacuation, emphasized the need to include creek restoration in the plan, suggesting the creek area could serve as an emergency evacuation route, and called for a natural, integrated approach to the plan to help protect lives.
Mayor Malkani closed the public comment period. She asked for Council deliberation, recused herself, and left the room.
Councilmember Hoxie acknowledged concerns about evacuation and traffic on Moraga Way but emphasized that the planned housing units are already approved in the EIR.
She highlighted efforts to improve evacuation, including using software to model scenarios, and supports rezoning for potential senior housing, believing it is the right step despite discomfort around increasing housing in the area.
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Councilmember Gee thanked staff, consultants, and the public for their contributions and acknowledged the challenges posed by complex State laws, especially around wildfire concerns. She supports moving forward with rezonings to keep the City in compliance and protect the community. In the area of objective design standards, she would like to see staff return with multiple options for the character of projects, as Orinda does not have a consistent style throughout the community.
City Manager Smith noted that tonight the Council is only talking about the downtown design standards, and comments about objective design standards will return once the Mayor is back in the room.
Councilmember Riley shared similar concerns about evacuation on Moraga Way and the Caltrans site and emphasized the need to move forward due to potential penalties that could harm the City. She hopes for ongoing dialogue and a positive outcome that enhances the community.
Vice Mayor Iverson acknowledged public frustration about opportunity sites but explained that including housing there is required by the Housing Element to meet state RHNA goals and promote fair distribution. She highlighted potential small affordable projects on church or public land and appreciated new mitigation ideas like widening Moraga Way for emergency use and collaborating with Lamorinda partners. She also explained density bonus laws that encourage affordable housing through incentives and expressed strong support for moving the ordinance forward for adoption.
Councilmember Gee assured residents that the City works hard to balance State requirements with local concerns and control. She highlighted SB 79 as a major victory, noting that if it had passed in its original form, the City could have faced up to a 7-story building at the BART station.
MOTION by Councilmember Gee, and seconded by Councilmember Riley, to waive the full reading and introduce Ordinance 25-04; and direct staff to bring Resolution 52-25A back for adoption. Said motion carried by (4-0-1; Malkani recused) vote.
Noted as Present:
Mayor Malkani returned to the dais and was noted as present to participate in the remainder of the meeting.
Mayor Malkani called for deliberation of Item E.1.2 for Housing Element sites within the downtown.
Vice Mayor Iverson explained that during her time on the Planning Commission, the placement and density of housing sites were developed through an iterative process involving landowners. She noted that in the Downtown Core 55 areas, adjacent parcels were considered as potential clusters for future development, rather than zoning single isolated sites.
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Councilmember Hoxie questioned buildings in 55 zoned areas would be stepped back when going up, and Mr. Hughes said there are 10-foot step backs required for all buildings above 35 feet, and anything lower would be considered a constraint by HCD which he described.
Mayor Malkani asked staff to return and look at the issues of creek preservation and use as well as architectural style and voiced her support of the ordinance.
Vice Mayor Iverson expressed enthusiasm for the upcoming Downtown Specific Plan (DSP) vision, including features like the creek, Connect Orinda, and a refreshed image for the city. Reflecting on her Planning Commission experience, she noted that while Orinda has a mix of architectural styles, past design guides weren’t always effective.
She supports a form-based approach to design standards that focuses on building form and structure—like massing and setbacks—rather than prescribing specific architectural styles, allowing for greater flexibility and creativity.
City Manager Smith said if there is an interest by Councilmembers, staff can work internally and figure out what that conversation looks like and come back.
Councilmember Gee asked whether architectural styles would become regulatory if included in the design standards. Mr. Hughes clarified that, as proposed, styles would remain guidelines, not regulations. He noted that making styles regulatory could lead to poor outcomes or implementation challenges, whereas form-based standards are easier to apply objectively and more effective in guiding development.
Councilmember Riley reaffirmed her support for the project while reiterating concerns about evacuation in the downtown area and acknowledging public worries. Regarding architectural styles, she admitted she needs more education on the difference between form-based design and style, recognizing it could have a significant impact. She also expressed interest in revisiting the Downtown Precise Plan (DPP).
Councilmember Hoxie referenced Carmel-by-the-Sea as an example of diverse design elements, noting the challenge of choosing a single style. She expressed interest in a broader Council discussion on Orinda’s future look but was hesitant to make architectural styles part of regulatory standards without more information. She voiced strong interest in the creek, DPP, and Connect Orinda elements, and supported the rezonings, saying it would be exciting to see more development in downtown Orinda.
Mayor Malkani requested a high-level discussion on form-based versus style-based design and whether such guidelines should be regulatory or visionary. She praised the Downtown Precise Plan (DPP) as a strong visionary document and wants to revisit it— especially the chapter on the creek, Connect Orinda, and potential rezonings—while considering the mitigation measures already reviewed. She acknowledged ongoing concerns about evacuation and encouraged the public to review the EIR’s mitigation strategies, which offer meaningful ways to improve safety.
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MOTION by Mayor Malkani, and seconded by Councilmember Gee, to waive the full reading and introduce Ordinance 25-05, as amended; and direct staff to bring Resolution 52-25B back for adoption. Said motion carried by unanimous (5-0) vote.
City Manager Smith thanked the City Council for their time and dedication, noting that much of her first year has been spent on this topic. She expressed appreciation for reaching a point where the City can begin focusing on advancing the community in meaningful ways and also extended gratitude to the Planning staff for their hard work on such a complex issue.
F. COUNCILMEMBERS’ REPORTS
Councilmember Gee reported on the Infrastructure Subcommittee meeting last week, and she reported on key topics. Staff also provided an update on storm drain mapping of the community and discussed the future of the Infrastructure Subcommittee and work plan items to share with the full Council. She also reported on the East Bay MUD tour of the water treatment plant project.
Mayor Malkani reported that the Orinda Chamber of Commerce co-hosted a Coffee with the Mayor and a Coffee with the Chief, which she described as well as upcoming events.
The Mayors from Moraga, Orinda and Lafayette have continued to meet monthly with discussions focusing on wildfire prevention and similarities and collaboration on regional issues. She was able to visit their Sister City in Tabor and described her wonderful visit.
Councilmember Gee was able to travel to Washington, D.C. in September with the senior leadership from CCTA. They were able to spend a full hour with Congressman DeSaulnier and Congressman Garamendi on transportation issues.
Vice Mayor Iverson said Congressman DeSaulnier visited Orinda and spent an hour on Saturday doing an entire Town Hall at Miramonte about fire prevention and preparedness. Fire Chiefs from MOFD and Con Fire were present and it was informative.
G. CITY MANAGER’S REPORT
City Manager Smith reported the following:
• The League of California Cities’ Annual Conference is next week. At the next meeting, staff will be bringing back voting members for that. • There has been discussion in the community about E-bikes and discussions are occurring with other jurisdictions about lessons learned and they will hold a meeting with the school district and she will report out on solutions for E-bike issues.
• Letters for support and opposition have been sent to the Governor asking him to sign and oppose a few.
• www.downtownorinda.com will be set to launch mid-October and there are many Chamber of Commerce events.
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• Legislative advocacy is kicking into high gear and the Mayor has been meeting regularly with other Mayors and City Managers meeting with Townsend Public Affairs to talk about the framework, and this will be brought back to respective Councils for adoption of a regional legislative framework. • The Crossroads Park Ad-Hoc Sign Committee has been very active narrowing down items, meeting with potential sign companies and staff will return to the Council at the November 3rd meeting.
• Light Up Orinda is expanding this year all the way down Orinda Way and all through the Theater District, as well.
• Winter Fest is December 5th.
H. MATTERS INITIATED – None.
I. ADJOURNMENT
The Regular Meeting was adjourned at approximately 10:07 p.m. to the Regular City Council Meeting on Tuesday, October 07, 2025 at 7:00 p.m. ______________________________________
Sheri Marie Smith, City Clerk
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OCTOBER 7, 2025
CITY OF ORINDA
CITY COUNCIL MINUTES
Note: Written communications received from the public prior to the start of this meeting can be viewed on the City’s website meeting calendar. They are also kept in the City Clerk’s Office as part of the public record and available upon request ([email protected]).
7:00 P.M. – REGULAR MEETING– ORINDA LIBRARY AUDITORIUM
A. CALL TO ORDER / ROLL CALL:
Mayor Malkani called the Regular Meeting to order at approximately 7:00 p.m.
COUNCILMEMBERS PRESENT: Cara Hoxie
Mayor Latika Malkani, Vice Mayor Brandyn
Iverson
COUNCILMEMBERS ABSENT: Darlene Gee, Janet Riley
B. PLEDGE OF ALLEGIANCE – Led by Mayor Malkani.
C. ADOPTION OF AGENDA
City Manager Smith requested removal of Item F.3 and F.5. She requested continuing Item F.9 to a date certain of November 18, 2025. If there are public speakers on the matter, she asked the Council to remove the item under the Consent Calendar, open the hearing, take public testimony, close the hearing and continue it to November 18, 2025.
MOTION by Councilmember Hoxie, and seconded by Vice Mayor Iverson, to adopt the agenda, as amended. Said motion carried by unanimous (3-0) vote.
D. ITEMS FOR THE GOOD OF THE CITY
D.1. Proclamation Declaring October 5-11, 2025 as Fire Prevention Week MOFD Fire Chief Isaacs thanked the Council and voiced appreciation for the partnership they have with the City. He then introduced new Fire Marshal Casey Irving.
Mayor Malkani then read the Proclamation into the record declaring October 5-11, 2025 as Fire Prevention Week.
Mayor Malkani and Councilmembers welcomed new Fire Marshal Irving.
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E. PUBLIC FORUM – None.
F. CONSENT CALENDAR
Mayor Malkani confirmed the Council’s action to remove Item F.9. City Manager Smith requested a minor amendment to Item F.8 and requested the item be removed. There were no additional items for removal or public comments.
F.1. Minutes Approval
Recommendation:
Approve City Council Minutes:
1. September 2, 2025 Regular Meeting
F.2. Community Center HVAC Replacement Project (CIP #5034) Recommendation:
Award a construction contract to City Mechanical Inc. in the amount of $258,159 for replacement of the Community Center roof top HVAC package units and authorize contingency of 15 percent.
F.3. Approve Contract with Musco Sports Lighting to Retrofit Lighting for Wilder Sports Fields, CIP Project #4195
Recommendation:
Waive the formal bid process and approve Resolution No. 51-25, approving a contract with Musco Sports Lighting LLC to retrofit lighting for Wilder Sports Field, CIP Project #4195.
F.4. Adoption of Retiree Health Savings (RHS) Program with MissionSquare Retirement and Related Actions
Recommendation:
Adopt Resolution No. 56-25 Authorizing the City of Orinda to Establish a Retiree Health Savings (RHS) Plan with MissionSquare Retirement (Plan # 800529) and authorize the City Manager to prepare and execute the various documents and agreements necessary to implement the RHS Plan.
F.5. Accept Work and Contract with Hardiman Construction Inc. for Group 2 Storm Drain Lining Project (CIP Project #s 3101 & 3102) Recommendation:
Adopt Resolution No. 55-25 to Accept Work and Contract with Hardiman Construction Inc. as Complete for the Group 2 Stormdrain Lining Project F.6. Proclamation Declaring October 19-25, 2025 as United Against Hate Week in the City of Orinda
Recommendation:
Approve the issuance of a Proclamation Declaring October 19-25, 2025 as United Against Hate Week in the City of Orinda
F.7. Accept Work and Contract with City Mechanical, Inc. for the Library HVAC Modernization Project (CIP #4174)
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Attachment: City Council Regular Meeting Minutes of October 7, 2025 (3734 : Minutes Approval) Orinda City Council Minutes Page 3 of 7 10.07.25
Recommendation:
Adopt Resolution No. 53-25 to accept contract with City Mechanical, Inc. for the Library HVAC Modernization Project.
F.10. Classification Updates and Staff Allocation Changes Recommendation:
Adopt Resolution 57-25 Approving Revisions to the Maintenance Worker and Facility Maintenance Worker Classifications and Approve Changes to the Position Allocation Plan
MOTION by Councilmember Hoxie, and seconded by Vice Mayor Iverson to approve Consent Calendar Items F.1.1, F.2, F.4, F.6, F.7, and F.10. Said motion carried by unanimous (3-0) vote.
Item Removed from the Consent Calendar:
F.8. Award of Bid for City’s Residential Chipper Program Recommendation:
Award the Contract to Wildland Corporation for operation of the City’s Chipper Program and Approve Budget Change Form #005-26.
City Manager Smith explained that the Chipper Program, which has been successful, is up for renewal. After last year’s contract, the City issued two RFPs, and Wildland Corporation—the current provider—was the lowest responsive bidder again. She said the cost varies significantly depending on whether they use their own equipment.
The City also added specific language to the Scope of Work and requested authority to make minor adjustments, including changing the rate description from hourly to daily.
Councilmembers questioned the term and costs of the agreement, and City Manager Smith confirmed the contract is for one year, with two-year extensions and a CPI index cost is included in the agreement.
Mayor Malkani opened the Public Forum, and there were no speakers. She noted the City received two written comments.
Councilmember Hoxie asked if there are any provisions in the contract for residents to make a complaint on the services provided. City Manager Smith confirmed complaints can be made to the City and the City would reach out to Wildland Corporation.
Vice Mayor Iverson acknowledged the Chipper Program’s importance despite its high cost, expressed support for it as the best available option this year, and appreciated that residents have a way to voice complaints and concerns.
MOTION by Councilmember Hoxie, and seconded by Mayor Malkani to approve Consent Calendar Item F.8, as amended, allowing the City Manager to make minor modifications to the agreement and Scope of Work. Said motion carried by unanimous (3-0) vote.
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Attachment: City Council Regular Meeting Minutes of October 7, 2025 (3734 : Minutes Approval) Orinda City Council Minutes Page 4 of 7 10.07.25
F.9. Public Hearing for Approval of the Issuance of Multifamily Housing Revenue Bonds by the California Public Finance Authority for the Senior Housing Project Located at 15 Irwin Way
Recommendation:
Adopt Resolution 58-25 Approving the Issuance of Multifamily Housing Revenue Bonds by the California Public Finance Authority in an Aggregate Principal Amount Not to Exceed $15,000,000 for the Purpose of Financing or Refinancing the Acquisition and Construction of Vista Verde Senior Housing and Certain Other Matters Relating Thereto.
Mayor Malkani opened the public hearing.
City Manager Smith stated the recommendation is to continue the public hearing to a date certain of November 18, 2025.
Mayor Malkani opened the Public Forum, and there were no speakers. She noted the Council received one written public comment.
MOTION by Vice Mayor Iverson, and seconded by Councilmember Hoxie to continue Item F.9 to November 18, 2025. Said motion carried by unanimous (3-0) vote.
G. PUBLIC HEARING – None.
H. POLICY MATTERS
H.1. Update on Pilot Off-Leash Dog Area at Orinda Oaks Park and Open Space
Recommendation:
Receive the report from Staff and provide feedback, including on the continuation on the pilot off-leash dog area.
Parks and Recreation Director Todd Trimble provided the staff report, PowerPoint presentation, background, and update on the success of the pilot off-leash dog area program at Orinda Oaks Park and Open Space.
Councilmembers posed questions and received feedback from Director Trimble about any reports of injuries or problems at the park, design options and costs, previous considerations given costs, development of a dog park with just a fence, and use of the existing picnic area and fencing with a smaller area for small dogs and a more expansive area for larger dogs while still providing compliant access at the entrance to the park in the lower area.
City Manager Smith noted that the City received confirmation from the Rotary Club that they were interested in supporting up to $80,000. So, if there was an interest in pursuing fencing, gauging utilization and then later looking at other improvements, this could be an option.
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Attachment: City Council Regular Meeting Minutes of October 7, 2025 (3734 : Minutes Approval) Orinda City Council Minutes Page 5 of 7 10.07.25
Mayor Malkani opened the Public Forum, and there were no speakers.
Vice Mayor Iverson and Councilmember Hoxie voiced support to fence in the area shown as an incremental next step.
Mayor Malkani referred to the staff report and confirmed there was consensus in continuing the pilot program and having things happen in stages. Councilmembers discussed acting on this first phase of future off leash use tonight, cited the benefits of getting funding from the Rotary Club, did not believe the item needed to go back to the Parks and Recreation Commission, and asked staff to return with more information on costs for signage, dog waste bags, general service and maintenance needs in addition to the fencing.
City Manager Smith confirmed there was support for the matter to be coordinated inhouse by staff and confirmed Council’s direction to bring this back as an in-house project.
H.2. Filling Vacancy on the Traffic Safety Advisory Committee Recommendation:
Consider appointment of Craig Beckerman to the Traffic Safety Advisory Committee or provide direction to Staff on interview process or further recruitment.
City Clerk Smith gave the staff report regarding the vacancy on the Traffic Safety Advisory Committee and said the Council could choose to either appoint Mr. Beckerman based on his statement of interest, direct staff to arrange an interview with a subcommittee or the full Council, or to continue recruitment efforts.
Vice Mayor Iverson disclosed that she was neighbors with Mr. Beckerman but only until 2014. Because there was no financial interests, she is comfortable with participating in the matter.
Mayor Malkani opened the Public Forum, and there were no speakers.
Councilmembers recognized Mr. Beckerman’s qualifications and experience in his prior work experience, and voiced support to appoint him.
MOTION by Mayor Malkani, and seconded by Councilmember Hoxie to appoint Craig Beckerman to the Traffic Safety Advisory Committee. Said motion carried by unanimous (3-0) vote.
H.3. Designation of Voting Delegate and Alternate at the League of California Cities Annual Conference
Recommendation:
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Attachment: City Council Regular Meeting Minutes of October 7, 2025 (3734 : Minutes Approval) Orinda City Council Minutes Page 6 of 7 10.07.25
Designate Voting Delegate and Alternate for the League of California Cities Annual Business Meeting at the October 8-10, 2025 League Annual Conference
City Clerk Smith stated the League of California Cities holds its Annual Meeting October 8-10, 2025. An annual business meeting is held where the membership considers and acts on resolutions to establish League policy. This year, Mayor Malkani and Councilmember Hoxie are registered to attend and the Council may wish to consider them as the voting delegate and alternate.
Mayor Malkani opened the Public Forum, and there were no speakers.
MOTION by Vice Mayor Iverson, and seconded by Councilmember Hoxie to designate Mayor Malkani as voting delegate and Councilmember Hoxie as Alternate at the League of California Cities Annual Conference. Said motion carried by unanimous (3-0) vote.
I. COUNCILMEMBER REPORTS
Mayor Malkani reported she and the City Manager met with MTC representative Sue Noack, along with officials from Walnut Creek and Lafayette, to express concerns about the TOC guidelines, which they believe are nearly impossible for Orinda to meet. Ms.
Noack acknowledged similar concerns from other jurisdictions and stated that MTC is considering a less punitive, more incentive-based approach, with options to be reviewed at a future meeting.
Vice Mayor Iverson reported attending a SWAT meeting where they discussed future project planning, a scoring system for needs, and equity goals. Data showed that Orinda’s geography and level of urbanization do not align with these goals over the next 5–10 years, and she emphasized that the TOC policy should not penalize the City for this.
Mayor Malkani reported on the Mayors’ Conference held in Martinez. Their Mayor mentioned they had an ordinance called “vacant to vibrant” and the County Recorder also made a presentation on the upcoming Special Election for Proposition 50.
J. CITY MANAGER’S REPORT
City Manager Smith announced that October 23rd will be Trunk or Treat and staff is still accepting reservations for families and children to join in for the event.
On November 6th at 5:30 p.m. the Light Up Orinda event will take place at the Library Plaza and staff will be working as a co-sponsor this year.
Regarding legislative updates, SB 707 was signed in by the Governor which are Brown Act measures. Staff has discussed how to implement that and will provide a report to the Council in the future.
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Attachment: City Council Regular Meeting Minutes of October 7, 2025 (3734 : Minutes Approval) Orinda City Council Minutes Page 7 of 7 10.07.25
K. MATTERS INITIATED – None.
L. ADJOURNMENT
The Regular Meeting was adjourned at approximately 8:08 p.m. to the Regular City Council Meeting on Tuesday, October 21, 2025 at 7:00 p.m. ______________________________________
Sheri Marie Smith, City Clerk
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Attachment: City Council Regular Meeting Minutes of October 7, 2025 (3734 : Minutes Approval) City Council
Staff Report
Agenda Item: F.2
Date: October 21, 2025
Department: City Clerk
AGENDA TITLE: Updated Records Retention Schedule
RECOMMENDATION:
Adopt Resolution No. 49-25 approving an Updated Records Retention Schedule.
BACKGROUND:
The City’s current records retention structure is based on an outdated Municipal Unified Functional Filing System (MUFFS) index system that no longer reflects current legal requirements, best practices, or the manner in which City departments organize and manage their information. To address these deficiencies and to improve compliance with records management standards, the City engaged Records Control Systems (RCS) to develop an updated, comprehensive Records Retention Schedule.
As part of this process, RCS met with City staff from each department to:
• Identify records series maintained within departments and divisions. • Evaluate document access activity for associated records. • Review hardcopy, audio, video, microforms, and other storage repositories.
This work resulted in the creation of the Uniform Functional Index of Records Series Taxonomy™ (UFIRST™ Index), a hierarchical and department-tailored records classification system. This format is designed to be used for both physical and electronic storage systems, replacing the obsolete MUFFS index.
DISCUSSION:
The UFIRST™ Index organizes records series by department, division, or functional activity, and integrates specific attributes such as confidentiality, vitality, and historical significance. RCS conducted retention research for each series to determine minimum legal retention requirements, incorporating:
• Required retention period(s).
• Target document type(s).
• Trigger actions for calculating retention timelines.
Citation summaries for each records series include applicable legal references, and where appropriate, administrative decisions that extend or modify minimum retention requirements. These schedules provide clear guidance for lawful and consistent record retention and destruction in the normal course of business.
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The draft retention schedules were reviewed with each department, the City Clerk, and then submitted to legal counsel for final review. After incorporating legal feedback, the final schedules are now ready for Council adoption.
Once approved, the schedules will:
• Provide a comprehensive set of records and information management policies and procedures.
• Offer department-approved retention schedules for all City records, physical and electronic.
• Establish a uniform index structure aligned with how departments organize information.
• Ensure compliance with current regulations and industry standards. • Improve overall information governance practices and support Generally Accepted Recordkeeping Principles.
The attached Resolution adopts the Retention Schedule and authorizes the City Manager or their designee to implement and administer the Records Retention Schedule, including making administrative updates as necessary to remain in compliance with applicable laws and best practices.
NEXT STEPS:
Upon Council approval, the new Records Retention Schedule will be implemented across all departments in combination with the use of the Laserfiche electronic storage system.
FISCAL IMPACT:
There is no direct fiscal impact resulting from approving the Records Retention Schedule. Implementation may result in operational efficiencies and reduced storage costs over time.
ATTACHMENTS:
A. Resolution 49-25 Approving the Updated Records Retention Schedule B. Exhibit A to Resolution - Records Retention Schedule Respectfully Submitted by:
Sheri Smith
City Clerk
Prepared By: Sheri Smith, City Clerk
Approved by:
F.2
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F.2
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RESOLUTION NO. 48-25
A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF ORINDA
APPROVING AN UPDATED RECORDS RETENTION SCHEDULE
WHEREAS, the City of Orinda is required to maintain certain records in compliance with state and federal laws and regulations; and WHEREAS, the City’s current records retention system is based on an outdated MUFFS index structure that no longer reflects current legal requirements, industry standards, or departmental practices; and
WHEREAS, the City engaged Records Control Systems (RCS) to review existing records series, evaluate storage repositories, and work with department Records Coordinators to develop an updated and comprehensive Records Retention Schedule; and
WHEREAS, RCS created the Uniform Functional Index of Records Series Taxonomy™ (UFIRST™ Index), a uniform index structure tailored to each department’s organization of information and applicable to both physical and electronic storage systems; and
WHEREAS, the updated Records Retention Schedule establishes retention periods for all City records, based on legal citations, operational needs, and industry best practices, and includes specific guidance for lawful and consistent record destruction; and
WHEREAS, the final Records Retention Schedule has been reviewed and approved by the City’s project team, Records Coordinators, and legal counsel; and
WHEREAS, adoption of the Records Retention Schedule will improve information governance practices, promote compliance, and ensure that the City’s records management program reflects current standards.
NOW, THEREFORE, BE IT RESOLVED by the City Council of the City of Orinda that:
1. The City of Orinda Records Retention Schedule, attached hereto as Exhibit A is hereby approved.
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Attachment: Resolution 49-25 Approving the Updated Records Retention Schedule (3736 : Updated Records Retention Schedule)
2. All City departments shall comply with the approved Records Retention Schedule in the maintenance, storage, and disposition of City records.
3. The City Manager, or their designee, is authorized to implement and administer the Records Retention Schedule and to make administrative updates as necessary to remain in compliance with applicable laws and best practices.
PASSED, APPROVED AND ADOPTED by the City Council of the City of Orinda at a regular meeting held on this ___ day of __________, 2025, by the following vote:
AYES:
NOES:
ABSENT:
ABSTAIN:
__________________________
Latika Malkani, City of Orinda
ATTEST:
________________________________
Sheri Marie Smith, City Clerk
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Attachment: Resolution 49-25 Approving the Updated Records Retention Schedule (3736 : Updated Records Retention Schedule) City of Orinda
Records Retention Schedules and UFIRST
Draft: 10/8/2025
Page: 1
01-00-00 CITY MANAGEMENT
Legend:
Series Code Series Name Description Office of
Record
Special
Attributes
Total
Retention
Legal Basis and Citations ©
01-01-00 General Administration
01-01-01 General Information & Administration Includes general subject information, reports and reference documents relating to the record group, but not associated with a specific record series already in the group.
DEPT AR Administrative Record; Review annually for relevance to current subject matter or projects, inclusion in an associated record series, or creation of a new record series.
01-01-02 Chronological & General Correspondence DEPT CY+2, AR GC 34090; 2 year minimum Administrative Record, State of California Guidelines
01-01-03 Administrative Policy & Procedures CC S+4 GC 34090; 2 year minimum requirement CCP 343; 4 years to commence action
Administrative Record, State of California Guidelines
recommends retaining for 2 years after superseded.
01-01-04 Goals & Objectives, Dept DEPT S+5 GC 34090; 2 year minimum Administrative Record, State of California Guidelines
recommends retaining for 5 years after superseded.
01-01-05 Strategic Planning Includes goals and planning with department directors. CM S+2 GC 34090; 2 year minimum requirement State of California Guidelines; 2 years after strategic plan is superseded.
01-01-06 Disaster Plan, City CC S+2 GC 34090; 2 year minimum requirement State of California Guidelines; 2 years after superseded for emergency management and mutual aid strategic plans.
01-01-07 Disaster Planning Records / Exercises DEPT CY+2 GC 34090; 2 year minimum requirement 01-01-08 FEMA Disaster Assistance Claims DEPT AC+3 GC 34090; 2 year minimum requirement 2 CFR 200.334; 3 years after final report
01-02-00 Public Information / Relations
01-02-01 General Information & Administration Includes general subject information, reports and reference documents relating to the record group, but not associated with a specific record series already in the group.
DEPT AR Administrative Record; Review annually for relevance to current subject matter or projects, inclusion in an associated record series, or creation of a new record series.
01-02-02 Gifts & Donations To City Includes gifts and donations from outside organizations and the public.
CC AC+7 GC 81009(e); 7 year requirement for originals
GC 81009(f); 4 year requirement for copies
01-02-03 City Publications / Brochures / Newsletters May have longer term research/historic value CC S+5, AR GC 34090; 2 year minimum Administrative Record, State of California Guidelines
Administrative Decision: Until superseded plus 5 years. Review annually for historical nature.
01-02-04 City Press Releases, Publicity, News Articles May have longer term research/historic value DEPT EY+7* GC 34090; 2 years minimum State of California Guidelines; Current year plus 7
Administrative Decision: * Review before destruction for potential historical content and reclassification to Historical Information/Events as a permanent record.
01-02-05 City Questionnaires / Surveys May have longer term research/historic value DEPT H CY+2, AR GC 34090; 2 year minimum Administrative Record, State of California Guidelines
Administrative Decision: Maintain for the current year plus 2 years for reference purposes. * Review annually for potential historical content and reclassification to Historical
Information/Events as a permanent record
AA - After Audit, AC - After Completion/Closure, ACT - While Active, AE - After Expiration, AFP - After Final Payment, AP - After Approval, AR - Review Annually, AT - After Termination, C - Confidential, CM - Current Month, CY - Current Year, EL - Electronic Media, EY - Event Year, H - Historical, IND - Indefinite, LOB/LOV/LOI/LOS - Life of Board, Building, Vehicle, Improvement or System, MX - Mixed Media (PA and EL), P - Permanent, PA - Paper Media, S - After Superseded, V - Vital, +[Number] - Plus Years or Months ™ UFIRST trademarked in 1999 and © Citations and Legal Basis copyrighted in 2023 by Records Control Services, Inc. All rights reserved.
EXHIBIT A
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Attachment: Exhibit A to Resolution - Records Retention Schedule (3736 : Updated Records Retention Schedule) City of Orinda
Records Retention Schedules and UFIRST
Draft: 10/8/2025
Page: 2
01-00-00 CITY MANAGEMENT
Legend:
Series Code Series Name Description Office of
Record
Special
Attributes
Total
Retention
Legal Basis and Citations ©
AA - After Audit, AC - After Completion/Closure, ACT - While Active, AE - After Expiration, AFP - After Final Payment, AP - After Approval, AR - Review Annually, AT - After Termination, C - Confidential, CM - Current Month, CY - Current Year, EL - Electronic Media, EY - Event Year, H - Historical, IND - Indefinite, LOB/LOV/LOI/LOS - Life of Board, Building, Vehicle, Improvement or System, MX - Mixed Media (PA and EL), P - Permanent, PA - Paper Media, S - After Superseded, V - Vital, +[Number] - Plus Years or Months 01-02-06 Mayor's State Of City Address May have longer term research/historic value CC H CY+2, AR GC 34090; 2 year minimum Administrative Record, State of California Guidelines
Administrative Decision: Maintain for the current year plus 2 years for reference purposes. * Review annually for potential historical content and reclassification to Historical
Information/Events as a permanent record 01-02-07 City Manager FYI Reports To Council CC CY+2 GC 34090; 2 year minimum State of California Guidelines; 2 years for management reports 01-03-00 Reference Materials
01-03-01 General Information Includes general subject information, reports and reference documents relating to the record group, but not associated with a specific record series already in the group.
DEPT AR Administrative Record; Review annually for relevance to current subject matter or projects, inclusion in an associated record series, or creation of a new record series.
01-03-02 Chronological Files DEPT ACT GC 34090.7; Duplicates may be destroyed within the 2 year minimum period.
Administrative Record, State of California Guidelines
01-03-03 Professional Associations/Organizations DEPT CY+2 GC 34090; 2 year minimum requirement Administrative Record, State of California Guidelines
01-03-04 Community Organizations/Foundations DEPT CY+2 GC 34090; 2 year minimum requirement Administrative Record, State of California Guidelines
01-03-05 Complaint Files General complaints to City departments. Does not include claims against the City or formal complaints with the Police Department.
DEPT AC+7 42 USC 1983; Settlement of complaint plus 7 years 01-03-06 Mailing Lists Includes physical and e-mail / electronic mailing lists. DEPT S Administrative Record, State of California Guidelines 01-03-07 Community Information/Events DEPT CY+2 GC 34090; 2 year minimum Administrative Record, State of California Guidelines
Administrative Decision: Current year plus 2 years, review for historical content
01-03-08 City-sponsored Event Planning For events sponsored and put on by the departments. DEPT CY+2 GC 34090; 2 year minimum Administrative Record, State of California Guidelines
Administrative Decision: Current year plus 2 years, review for historical content
01-03-09 Historical Information/Events DEPT H P GC 34090; 2 year minimum Administrative Record, State of California Guidelines
Administrative Decision: Retain permanently for historical value.
01-03-10 Technical Reference DEPT ACT GC 34090.7; Duplicates and reference materials may be destroyed within the 2 year minimum
01-03-11 Informational Brochures, Leaflets & Handouts DEPT CY+2 GC 34090; 2 year minimum Administrative Record, State of California Guidelines
™ UFIRST trademarked in 1999 and © Citations and Legal Basis copyrighted in 2023 by Records Control Services, Inc. All rights reserved.
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Attachment: Exhibit A to Resolution - Records Retention Schedule (3736 : Updated Records Retention Schedule) City of Orinda
Records Retention Schedules and UFIRST
Draft: 10/8/2025
Page: 3
02-00-00 ADMINISTRATIVE SERVICES DEPARTMENT
Legend:
Series Code Series Name Description Office of
Record
Special
Attributes
Total
Retention
Legal Basis and Citations ©
02-01-00 Accounting & Audits
02-01-01 General Information & Administration Includes general subject information, reports and reference documents relating to the record group, but not associated with a specific record series already in the group.
Citywide AR Administrative Record; Review annually for relevance to current subject matter or projects, inclusion in an
associated record series, or creation of a new record series. 02-01-02 Accounts Payable Records Invoices paid. ASD AA+4 GC 34090; 2 year minimum requirement State of California Guidelines; 4 years after audit
02-01-03 Warrant Registers ASD AA+4 GC 34090; 2 year minimum requirement State of California Guidelines; 4 years after audit
02-01-04 Accounts Receivable Records Receipts from projects, contracts, miscellaneous receivables and other receivables.
ASD AA+4 GC 34090; 2 year minimum requirement
CCP 337; Statute of limitations, 4 years for action
State of California Guidelines; 4 years after audit
02-01-05 Cash Receipt / Bank Deposit Records ASD AA+4 GC 34090; 2 year minimum requirement CCP 337; Statute of limitations, 4 years for action
State of California Guidelines; 4 years after audit
02-01-06 Accounting Journal Vouchers / Entries Supports payables, receivables, corrections and general activities.
ASD AA+4 GC 34090; 2 year minimum requirement
CCP 337; Statute of limitations, 4 years for action
State of California Guidelines; 4 years after audit
02-01-07 Audits And Annual Audited Financial Statements ASD P GC 34090; 2 years minimum State of Calfornia Guidelines; Permanent
02-01-08 Financial Reports Includes General Ledger ASD CY+2 GC 34090; 2 years minimum State of California Guidelines; Current year plus 2 years for management reports.
02-01-09 Audit Correspondence / Work Papers May include grant workpapers maintained in other departments.
ASD /
Citywide
CY+2 GC 34090; 2 year minimum
Administrative Record, State of California Guidelines
02-01-10 State Controller Reports, Annual Includes financial transaction, compensation, street reports and other reports sent to the State Controller.
ASD CY+5 GC 34090; 2 years minimum
State of California Guidelines; Permanent
Administrative Decision: Maintain reports for the current year plus 5 years to match the State Controllers retention for submitted reports 02-02-00 Banking & Investments
02-02-01 General Information & Administration Includes general subject information, reports and reference documents relating to the record group, but not associated with a specific record series already in the group.
Citywide AR Administrative Record; Review annually for relevance to current subject matter or projects, inclusion in an
associated record series, or creation of a new record series. 02-02-02 Signature Authorization Records ASD V S+2 GC 34090; 2 years minimum Administrative Decision: Maintain signature cards for 2 years after superseded.
02-02-03 Bank Statements And Reconciliations Also includes investment fund statements ASD AA+5 GC 34090; 2 years minimum 26 CFR 31.6001-1(e)(2); 4 years
State of California Guidelines; 5 years after audit
02-02-04 Investment Policy ASD S+5 GC 34090; 2 year minimum requirement CCP 343; 4 years to commence action
Administrative Record, State of California Guidelines
recommends retaining for 5 years after superseded.
AA - After Audit, AC - After Completion/Closure, ACT - While Active, AE - After Expiration, AFP - After Final Payment, AP - After Approval, AR - Review Annually, AT - After Termination, C - Confidential, CM - Current Month, CY - Current Year, EL - Electronic Media, EY - Event Year, H - Historical, IND - Indefinite, LOB/LOV/LOI/LOS - Life of Board, Building, Vehicle, Improvement or System, MX - Mixed Media (PA and EL), P - Permanent, PA - Paper Media, S - After Superseded, V - Vital, +[Number] - Plus Years or Months ™ UFIRST trademarked in 1999 and © Citations and Legal Basis copyrighted in 2023 by Records Control Services, Inc. All rights reserved.
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Attachment: Exhibit A to Resolution - Records Retention Schedule (3736 : Updated Records Retention Schedule) City of Orinda
Records Retention Schedules and UFIRST
Draft: 10/8/2025
Page: 4
02-00-00 ADMINISTRATIVE SERVICES DEPARTMENT
Legend:
Series Code Series Name Description Office of
Record
Special
Attributes
Total
Retention
Legal Basis and Citations ©
AA - After Audit, AC - After Completion/Closure, ACT - While Active, AE - After Expiration, AFP - After Final Payment, AP - After Approval, AR - Review Annually, AT - After Termination, C - Confidential, CM - Current Month, CY - Current Year, EL - Electronic Media, EY - Event Year, H - Historical, IND - Indefinite, LOB/LOV/LOI/LOS - Life of Board, Building, Vehicle, Improvement or System, MX - Mixed Media (PA and EL), P - Permanent, PA - Paper Media, S - After Superseded, V - Vital, +[Number] - Plus Years or Months 02-03-00 Budget
02-03-01 General Information & Administration Includes general subject information, reports and reference documents relating to the record group, but not associated with a specific record series already in the group.
Citywide AR Administrative Record; Review annually for relevance to current subject matter or projects, inclusion in an
associated record series, or creation of a new record series. 02-03-02 Annual City Budget ASD P GC 34090; 2 years minimum State of California Guidelines; 7 years after audit
Administrative Decision: Maintain annual budgets
permanently for reference 02-03-03 Capital Improvement Budget ASD P GC 34090; 2 years minimum State of California Guidelines; 7 years after audit
Administrative Decision: Maintain annual budgets
permanently for reference 02-03-04 Budget Workpapers, Finance ASD AA+2 GC 34090; 2 years minimum State of California Guidelines; 2 years after audit
02-03-05 Budget Adjustments & Journal Entries ASD AA+2 GC 34090; 2 years minimum State of California Guidelines; 2 years after audit
02-04-00 Debt Service
02-04-01 General Information & Administration Includes general subject information, reports and reference documents relating to the record group, but not associated with a specific record series already in the group.
Citywide AR Administrative Record; Review annually for relevance to current subject matter or projects, inclusion in an
associated record series, or creation of a new record series. 02-04-02 Bond Issues & Transcripts ASD P GC 34090; 2 years minimum GC 43900-43903; Destruction guidelines for bonds
CCP 337.5; Statutes of limitations
FC 30210; Maintain
State of California Guidelines; Permanent for bond issues 02-04-03 Bond Statements & Reports ASD AFP+10 GC 34090; 2 years minimum GC 43900-43903; Destruction guidelines for bonds
CCP 337.5; Statutes of limitations
FC 30210; Maintain
State of California Guidelines; 10 years after
closure/expiration
02-05-00 Fixed Assets
02-05-01 General Information & Administration Includes general subject information, reports and reference documents relating to the record group, but not associated with a specific record series already in the group.
Citywide AR Administrative Record; Review annually for relevance to current subject matter or projects, inclusion in an
associated record series, or creation of a new record series. 02-05-02 Equipment / Vehicle Purchase / Lease Records ASD LOV+4 GC 34090; 2 year minimum requirement CCP 343; 4 years for action
State of California Guidelines; Life of the vehicle for title and ownership records.
02-05-03 Fixed Asset Inventories ASD AA+4 GC 34090; 2 year minimum requirement State of California Guidelines; 4 years after audit for fixed asset inventories, no specific retention for depreciation schedules.
02-05-04 Surplus Equipment / Vehicle Appraisals / Sales ASD AA+4 GC 34090; 2 year minimum requirement State of California Guidelines; 4 years after audit
™ UFIRST trademarked in 1999 and © Citations and Legal Basis copyrighted in 2023 by Records Control Services, Inc. All rights reserved.
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Attachment: Exhibit A to Resolution - Records Retention Schedule (3736 : Updated Records Retention Schedule) City of Orinda
Records Retention Schedules and UFIRST
Draft: 10/8/2025
Page: 5
02-00-00 ADMINISTRATIVE SERVICES DEPARTMENT
Legend:
Series Code Series Name Description Office of
Record
Special
Attributes
Total
Retention
Legal Basis and Citations ©
AA - After Audit, AC - After Completion/Closure, ACT - While Active, AE - After Expiration, AFP - After Final Payment, AP - After Approval, AR - Review Annually, AT - After Termination, C - Confidential, CM - Current Month, CY - Current Year, EL - Electronic Media, EY - Event Year, H - Historical, IND - Indefinite, LOB/LOV/LOI/LOS - Life of Board, Building, Vehicle, Improvement or System, MX - Mixed Media (PA and EL), P - Permanent, PA - Paper Media, S - After Superseded, V - Vital, +[Number] - Plus Years or Months 02-06-00 Payroll
02-06-01 General Information & Administration Includes general subject information, reports and reference documents relating to the record group, but not associated with a specific record series already in the group.
Citywide AR Administrative Record; Review annually for relevance to current subject matter or projects, inclusion in an
associated record series, or creation of a new record series. 02-06-02 Payroll Time Sheets ASD AA+6 GC 34090; 2 year minimum requirement 29 CFR 516.2; Maintain
29 CFR 516.6; 2 years
R&T 19530; 3 years after tax return due
R&T 19704; 6 year statute of limitations
LC 1174; 2 years after pay period
26 CFR 31.6001-1; 4 years after tax return due
29 USC 255(a); 2 to 3 years statute of limitations for
minimum wages
State of California Guidelines; 6 years after audit 02-06-03 Payroll Time Sheet Detail Records Citywide CY+6 GC 34090; 2 year minimum requirement 29 CFR 516.2; Maintain
29 CFR 516.6; 2 years
R&T 19530; 3 years after tax return due
R&T 19704; 6 year statute of limitations
LC 1174; 3 year minimum
26 CFR 31.6001-1; 4 years after tax return due
29 USC 255(a); 2 to 3 years statute of limitations for
minimum wages
State of California Guidelines; 6 years after audit
Administrative Decision: Supporting documents. Maintain f h l 6 h i h 02-06-04 Payroll Registers ASD C P GC 34090; 2 years minimum GC 12946; 4 years after termination
26 CFR 31.6001.1; 4 years after tax return is filed
29 CFR 1627.3; 3 years
State of California Guidelines; Permanent
02-06-05 Payroll Quarterly Tax Reports ASD AA+6 GC 34090; 2 year minimum requirement 29 USC 436; 5 years
26 CFR 31.6001.1; 4 years after tax return is filed
R&T 19530; 3 years after tax return is filed
R&T 19704; 6 year statute of limitations
29 CFR 516.2-6; Maintain at least 3 years
State of California Guidelines; 4 years after audit 02-06-06 Employer Copy Of W2 Statements ASD AA+6 GC 34090; 2 year minimum requirement 29 USC 436; 5 years
26 CFR 31.6001; 4 years after tax return is filed
R&T 19530; 3 years after tax return is filed
R&T 19704; 6 year statute of limitations
29 CFR 516.2-6; Maintain at least 3 years
State of California Guidelines; 4 years after audit
02-07-00 Purchasing
02-07-01 General Information & Administration Includes general subject information, reports and reference documents relating to the record group, but not associated with a specific record series already in the group.
Citywide AR Administrative Record; Review annually for relevance to current subject matter or projects, inclusion in an
associated record series, or creation of a new record series. ™ UFIRST trademarked in 1999 and © Citations and Legal Basis copyrighted in 2023 by Records Control Services, Inc. All rights reserved.
F.2.b
Packet Pg. 31
Attachment: Exhibit A to Resolution - Records Retention Schedule (3736 : Updated Records Retention Schedule) City of Orinda
Records Retention Schedules and UFIRST
Draft: 10/8/2025
Page: 6
02-00-00 ADMINISTRATIVE SERVICES DEPARTMENT
Legend:
Series Code Series Name Description Office of
Record
Special
Attributes
Total
Retention
Legal Basis and Citations ©
AA - After Audit, AC - After Completion/Closure, ACT - While Active, AE - After Expiration, AFP - After Final Payment, AP - After Approval, AR - Review Annually, AT - After Termination, C - Confidential, CM - Current Month, CY - Current Year, EL - Electronic Media, EY - Event Year, H - Historical, IND - Indefinite, LOB/LOV/LOI/LOS - Life of Board, Building, Vehicle, Improvement or System, MX - Mixed Media (PA and EL), P - Permanent, PA - Paper Media, S - After Superseded, V - Vital, +[Number] - Plus Years or Months 02-07-02 Purchase Requisitions / Orders Includes bids for supplies and equipment associated with the purchase order.
ASD AA+4 GC 34090; 2 year minimum requirement
State of California Guidelines; 4 years after audit
02-08-00 Revenue & Taxation
02-08-01 General Information & Administration Includes general subject information, reports and reference documents relating to the record group, but not associated with a specific record series already in the group.
Citywide AR Administrative Record; Review annually for relevance to current subject matter or projects, inclusion in an
associated record series, or creation of a new record series. 02-08-02 Master Fee Schedule ASD CY+2 GC 34090; 2 year minimum requirement 02-08-03 Grants Includes invoices, reporting and compliance for federal, state and regional grants.
Citywide AFP+5 * 29 CFR 97.36(i)(11); 3 years after final payment 29 CFR 97.42(b); 3 years after final payment
2 CFR 200.334; 3 years after final expenditure report for federal grants
24 CFR 570.502(a)(7)(i)(a); Deeds/CDBG activities, 4 years after closure of loan
State of California Guidelines; 5 years after grant closure. * State recommends referring to grant application close-out procedures if any 02-09-00 Risk Management
02-09-01 General Information & Administration Includes general subject information, reports and reference documents relating to the record group, but not associated with a specific record series already in the group.
DEPT AR Administrative Record; Review annually for relevance to current subject matter or projects, inclusion in an
associated record series, or creation of a new record series. 02-09-02 Risk Mgmt Municipal Pooling Authority General
Records / Correspondence
Municipal Pooling Authority (MPA) serves as Custodian of Record
ADM CY+2 GC 34090; 2 year minimum requirement
State of California Guidlines; Administrative Record
02-09-03 Risk Mgmt Municipal Pooling Authority Financial Statements
Municipal Pooling Authority (MPA) serves as Custodian of Record
ADM AA+5 GC 34090.7; Duplicate information may be destroyed within the 2 year minimum retention requirement.
Administrative Decision: Maintain for 5 years after annual audit for reference. MPA is the custodian of record.
02-09-04 Liability Insurance Policies Municipal Pooling Authority (MPA) serves as Custodian of Record
ADM CY+5 GC 34090.7; Duplicate information may be destroyed within the 2 year minimum retention requirement.
Administrative Decision: Maintain for the current year plus 5 years for reference. MPA is the custodian of record.
02-09-05 Vehicle Insurance Policies Municipal Pooling Authority (MPA) serves as Custodian of Record
ADM CY+2 GC 34090.7; Duplicate information may be destroyed within the 2 year minimum retention requirement.
Administrative Decision: Maintain for the current year plus 2 years for reference. MPA is the custodian of record.
02-09-06 Fidelity Bonds, Employee CC AT+4 GC 34090; 2 year minimum requirement CCP 343; 4 years to commence action
State of California Guideline: 2 years after employee
separation/termination
™ UFIRST trademarked in 1999 and © Citations and Legal Basis copyrighted in 2023 by Records Control Services, Inc. All rights reserved.
F.2.b
Packet Pg. 32
Attachment: Exhibit A to Resolution - Records Retention Schedule (3736 : Updated Records Retention Schedule) City of Orinda
Records Retention Schedules and UFIRST
Draft: 10/8/2025
Page: 7
03-00-00 PLANNING & CODE ENFORCEMENT
Legend:
Series Code Series Name Description Office of
Record
Special
Attributes
Total
Retention
Legal Basis and Citations ©
03-01-00 Current Planning
03-01-01 General Information & Administration Includes general subject information, reports and reference documents relating to the record group, but not associated with a specific record series already in the group.
Citywide AR Administrative Record; Review annually for relevance to current subject matter or projects, inclusion in an associated record series, or creation of a new record series.
03-01-02 Case / Project Files - Approved Includes both implemented and not implemented Developments, Subdivisions, Zoning, Environmental Reviews, Design Reviews, Use Permits, Alcoholic Beverage Permits, Peer Reviews, Etc.
Planning P GC 34090(a); Real property records, maintain Permanently GC 4003, 4004; Maintain costs, records and plans
H&S 19850; Building plans - Life of Building, with exceptions State of California Guidelines; Permanent
03-01-03 Case / Project Files - Denied / Withdrawn Planning CY+2 GC 34090; 2 year minimum requirement 03-01-04 Tree Removal Permits Not related to development applications. Planning AC+2 GC 34090; 2 years minimum State of California Guidelines; Current year plus 2 years for tree maintenance.
03-01-05 Plan Checks Plan checks and related documents from the City's building contract service.
Planning CY+2 GC 34090; 2 year minimum requirement
03-01-06 Code Enforcement Includes warning letters, citations, notices of correction, liens, administrative appeals and other code enforcement
information.
Code AC+2 GC 34090; 2 year minimum requirement
State of California Guidelines; 2 years after
correction/completion.
03-01-07 Nuisance Abatement Records Code AC+2 GC 34090; 2 year minimum requirement State of California Guidelines; 2 years after
correction/completion.
03-02-00 Long-term / Advanced Planning
03-02-01 General Information & Administration Includes general subject information, reports and reference documents relating to the record group, but not associated with a specific record series already in the group.
Citywide AR Administrative Record; Review annually for relevance to current subject matter or projects, inclusion in an associated record series, or creation of a new record series.
03-02-02 General Plan Elements & Amendments Planning P GC 34090(a); Real property records, maintain State of California Guidelines; Permanent
03-02-03 Other Plans Includes precise plans, master plans, specific plans and other plans.
Planning P GC 34090(a); Real property records, maintain State of California Guidelines; Permanent
03-02-04 Policy And Code Adoption Records Includes land use, planning and other policies. Planning P GC 34090(a); Real property records, maintain Permanently State of California Guidelines; Permanent
03-03-00 Economic Development
03-03-01 General Information & Administration Includes general subject information, reports and reference documents relating to the record group, but not associated with a specific record series already in the group.
Citywide AR Administrative Record; Review annually for relevance to current subject matter or projects, inclusion in an associated record series, or creation of a new record series.
03-03-02 Downtown Revitalization Records May have longer historic value Planning AC+5 CCP 337.2; Statutes of limitations CCP 343; Statutes of limitations
State of California Guidelines; 5 years for feasibility studies 03-03-03 Chamber of Commerce Planning
03-04-00 Zoning Administrator Hearings
03-04-01 General Information & Administration Includes general subject information, reports and reference documents relating to the record group, but not associated with a specific record series already in the group.
Citywide AR Administrative Record; Review annually for relevance to current subject matter or projects, inclusion in an associated record series, or creation of a new record series.
03-04-02 Agenda Packets CY+2 GC 34090; 2 year minimum requirement State of California Guidelines; Maintain for the Current Year plus 2 years
AA - After Audit, AC - After Completion/Closure, ACT - While Active, AE - After Expiration, AFP - After Final Payment, AP - After Approval, AR - Review Annually, AT - After Termination, C - Confidential, CM - Current Month, CY - Current Year, EL - Electronic Media, EY - Event Year, H - Historical, IND - Indefinite, LOB/LOV/LOI/LOS - Life of Board, Building, Vehicle, Improvement or System, MX - Mixed Media (PA and EL), P - Permanent, PA - Paper Media, S - After Superseded, V - Vital, +[Number] - Plus Years or Months ™ UFIRST trademarked in 1999 and © Citations and Legal Basis copyrighted in 2023 by Records Control Services, Inc. All rights reserved.
F.2.b
Packet Pg. 33
Attachment: Exhibit A to Resolution - Records Retention Schedule (3736 : Updated Records Retention Schedule) City of Orinda
Records Retention Schedules and UFIRST
Draft: 10/8/2025
Page: 8
03-00-00 PLANNING & CODE ENFORCEMENT
Legend:
Series Code Series Name Description Office of
Record
Special
Attributes
Total
Retention
Legal Basis and Citations ©
AA - After Audit, AC - After Completion/Closure, ACT - While Active, AE - After Expiration, AFP - After Final Payment, AP - After Approval, AR - Review Annually, AT - After Termination, C - Confidential, CM - Current Month, CY - Current Year, EL - Electronic Media, EY - Event Year, H - Historical, IND - Indefinite, LOB/LOV/LOI/LOS - Life of Board, Building, Vehicle, Improvement or System, MX - Mixed Media (PA and EL), P - Permanent, PA - Paper Media, S - After Superseded, V - Vital, +[Number] - Plus Years or Months 03-04-03 Minutes P GC 34090e; Minutes of governing bodies, Permanent GC 36814; Maintain record of proceedings
GC 40801; Maintain record of proceedings
State of California Guidelines; Permanent
03-04-04 Meeting Recordings Includes audio and/or video recordings CY+10 GC 54953.5; 30 days after recording Administrative Decision: Maintain video recordings for the current year plus 10 years for reference.
03-04-05 Resolutions Includes Zoning Administrator statements of official action. Planning P GC 34090(e); Permanent for decisions of the City State of California Guidelines; Permanent
™ UFIRST trademarked in 1999 and © Citations and Legal Basis copyrighted in 2023 by Records Control Services, Inc. All rights reserved.
F.2.b
Packet Pg. 34
Attachment: Exhibit A to Resolution - Records Retention Schedule (3736 : Updated Records Retention Schedule) City of Orinda
Records Retention Schedules and UFIRST
Draft: 10/8/2025
Page: 9
04-00-00 POLICE SERVICES
Legend:
Series Code Series Name Description Office of
Record
Special
Attributes
Total
Retention
Legal Basis and Citations ©
04-01-00 Police Services
04-01-01 General Information & Administration Includes general subject information, reports and reference documents relating to the record group, but not associated with a specific record series already in the group.
DEPT AR Administrative Record; Review annually for relevance to current subject matter or projects, inclusion in an associated record series, or creation of a new record series.
04-01-02 Alcohol Permit Applications PD AC+2 GC 34090; 2 years minimum State of California Guidelines; Current year plus 2 years for Temporary Use Permits
04-01-03 Annual Report to Council Provided to the Safety Subcommittee. PD CY+2 GC 34090; 2 year minimum State of California Guidelines; 2 years for management reports 04-01-04 Automatic License Plate Reader Recordings Fixed cameras at intersections and residential areas, vehiclemounted camerals and pan-tilt cameras. Not live feed cameras.
Recordings produced on demand based on specific license plate searches.
PD 180 Days * GC 34090.6; 100 days. * If a claim is filed or pending litigation, retain with the case file.
State of California Guidelines; 180 days for audio, telephone and radio communication tapes, with exceptions of recordings pertaining to GC 34090.6.
PC 832.7(b)(8)(c); 180 days after discovery, or 30 days after closure of case, to release records as part of a PRA, use of force * Records are the County's responsibilty 04-01-05 Body-worn & Vehicle Cameras Maintained with the County's Axon system for 2 years. Includes tape recordings and video from body worn systems.
Non-evidence, Police Report with No Arrest, Detention / Arrest, Traffic / Pedestrian Contact with No Report:
Violent Crime Report, Use of Force, Administrative, Complaint Against Employee or Agency:
Critical Incident, Homicide:
PD
C
2Y *
5Y or 15Y *
P
PC 832.18(b)(5)(A)&(B); 60 days for nonevidetiary data, 2 years for evidentiary data. *Records are the County's
responsibility.
State of California Guidelines; Current year plus 2 years for misdemeanors/infractions with no arrests, identifiable property or missing persons.
EVC 1045; Discovery of officer information on Internal Affairs cases. 5 year access limit.
CCP 338 et al.; up to 3 years after commission of offense or after realization of offense.
PC 832.5; 5 years after case closure with no sustained
misconduct, *15 years with sustained misconduct; confidential document not for public exposure.
PC 799; No statutes of limitations on actions
CCP 335.1; Must commence action within 2 years
Indefinite retention is recommended by DOJ and CA Law
Enforcement Officers Assoc.
St t f C lif i G id li P t 04-01-06 Building Security Door Passes & Logs Tracks key fobs and access to the police facility. PD CY+2 GC 34090; 2 year minimum requirement State of California Guidelines; Current year plus 2 years for daily logs.
04-01-07 Equipment Calibrations Preliminary Alcohol Screening Device, lidar and radar calibration.
PD AT+2 GC 34090; 2 year minimum requirement
State of California Guidelines; 2 years after termination of use of equipment for radar calibration records
04-01-08 Equipment Inventory Equipment issued to officers and other department equipment. PD S+2 GC 34090; 2 year minimum requirement State of California Guidelines; 2 years after superseded for equipment inventory records
AA - After Audit, AC - After Completion/Closure, ACT - While Active, AE - After Expiration, AFP - After Final Payment, AP - After Approval, AR - Review Annually, AT - After Termination, C - Confidential, CM - Current Month, CY - Current Year, EL - Electronic Media, EY - Event Year, H - Historical, IND - Indefinite, LOB/LOV/LOI/LOS - Life of Board, Building, Vehicle, Improvement or System, MX - Mixed Media (PA and EL), P - Permanent, PA - Paper Media, S - After Superseded, V - Vital, +[Number] - Plus Years or Months ™ UFIRST trademarked in 1999 and © Citations and Legal Basis copyrighted in 2023 by Records Control Services, Inc. All rights reserved.
F.2.b
Packet Pg. 35
Attachment: Exhibit A to Resolution - Records Retention Schedule (3736 : Updated Records Retention Schedule) City of Orinda
Records Retention Schedules and UFIRST
Draft: 10/8/2025
Page: 10
04-00-00 POLICE SERVICES
Legend:
Series Code Series Name Description Office of
Record
Special
Attributes
Total
Retention
Legal Basis and Citations ©
AA - After Audit, AC - After Completion/Closure, ACT - While Active, AE - After Expiration, AFP - After Final Payment, AP - After Approval, AR - Review Annually, AT - After Termination, C - Confidential, CM - Current Month, CY - Current Year, EL - Electronic Media, EY - Event Year, H - Historical, IND - Indefinite, LOB/LOV/LOI/LOS - Life of Board, Building, Vehicle, Improvement or System, MX - Mixed Media (PA and EL), P - Permanent, PA - Paper Media, S - After Superseded, V - Vital, +[Number] - Plus Years or Months 04-01-09 Evidence Log PD P State of California Guidelines; Permanent for gun destruction.
No citation given. Current year plus 2 years for property control logs recording items coming into and going out of property rooms.
04-01-10 Juvenile Holding Records Tracks juveniles held onsite at the City. PD CY+6 GC 34090; 2 year minimum requirement State of California Guidelines; Current year plus 6 years for jail logs
04-01-11 Massage Services Permits Perpetual permit until business closes. PD AE+2 GC 34090; 2 year minimum requirement State of California Guidelines; Completion plus 2 years for massage parlor permits.
04-01-12 Reconyx Camera Files Retrieved From Camera PD 1Y Rotating GC 34090.6(c); 1 year for routing recordings. 04-01-13 Second Hand Dealer Licenses Includes licenses for antique dealers and other second hand sellers.
PD AE+2 GC 34090; 2 year minimum requirement
State of California Guidelines; Current year plus 2 years for Secondhand Dealers and Pawn Broker licenses.
04-01-14 Solicitation Permits For vendors providing door-to-door, booths, street vendors and other solicitors.
PD AC+2 GC 34090; 2 years minimum
State of California Guidelines; Current year plus 2 years for Temporary Use Permits
04-01-15 Surveillance Recordings - Police Facilities Includes in-building and parking lot surveillance. Rotating 1 year retention.
PD 1Y Rotating GC 34090.6(c); 1 year for routing recordings.
PC 832.7(b)(8)(c); 180 days after discovery, or 30 days after closure of case, to release records as part of a PRA, use of force.
04-01-16 Tow Records Maintained by the County. City maintains copies of tow forms. PD AT+4 GC 34090; 2 year minimum requirement State of California Guidelines; 4 years after termination of permit
04-01-17 Traffic Citation Logs Sent to the TSAC. PD CY+2 GC 34090; 2 year minimum requirement State of California Guidelines; Current year plus 2 years for parking and traffic citations.
04-01-18 Vehicle Service Records PD LOV+4 GC 34090; 2 year minimum requirement CCP 343; 4 years for action
State of California Guidelines state life of the vehicle plus 2 years for fuel, maintenance and repair records of vehicles.
State does not reference any citations.
™ UFIRST trademarked in 1999 and © Citations and Legal Basis copyrighted in 2023 by Records Control Services, Inc. All rights reserved.
F.2.b
Packet Pg. 36
Attachment: Exhibit A to Resolution - Records Retention Schedule (3736 : Updated Records Retention Schedule) City of Orinda
Records Retention Schedules and UFIRST
Draft: 10/8/2025
Page: 11
05-00-00 CITY CLERK
Legend:
Series Code Series Name Description Office of
Record
Special
Attributes
Total
Retention
Legal Basis and Citations ©
05-01-00 City Clerk Administration
05-01-01 General Information & Administration Includes general subject information, reports and reference documents relating to the record group, but not associated with a specific record series already in the group.
DEPT AR Administrative Record; Review annually for relevance to current subject matter or projects, inclusion in an
associated record series, or creation of a new record series. 05-01-02 Public Information / Records Requests DEPT AC+2 GC 34090; 2 year minimum requirement State of California Guidelines; 2 years after completion 05-02-00 Agreements / Contracts
05-02-01 General Information & Administration Includes general subject information, reports and reference documents relating to the record group, but not associated with a specific record series already in the group.
DEPT AR Administrative Record; Review annually for relevance to current subject matter or projects, inclusion in an
associated record series, or creation of a new record series. 05-02-02 Bids & Proposals, Successful Successful:
Unsuccessful:
DEPT AC+5
CY+2
GC 34090; 2 years minimum
CCP 337; Statute of limitations
State of California Guidelines; 5 years after audit for successful bids.
Administrative Decision: 5 years after completion of project associated with the bid.
GC 34090; 2 years minimum
State of California Guidelines; Current year plus 2 for f l bid 05-02-03 Agreements / Contracts, Leases, Licenses & Loans Includes real estate leases, public art loans and other leases and loans.
CC V AC+4 CCP 337.2; Statute of limitations of 4 years
CCP 343; Statute of limitations of 4 years
48 CFR 4.703; 3 years after final payment
48 CFR 4.705-1; 4 years after completion for accounting, payroll purchasing records et al 05-02-04 Agreements / Contracts, Services And Maintenance CC AC+4 CCP 337.2; Statute of limitations of 4 years CCP 343; Statute of limitations of 4 years
48 CFR 4.703; 3 years after final payment
48 CFR 4.705-1; 4 years after completion for accounting, payroll purchasing records et al 05-02-05 Agreements / Contracts, Capital Improvements CC V P GC 34090(a), Real property records, maintain CCP337, 337.1(a), 337.15; Statute of limitations of 4 years CCP 337.2; Statute of limitations of 4 years
CCP 343; Statute of limitations of 4 years
48 CFR 4.703; 3 years after final payment
48 CFR 4.705-1; 4 years after completion for accounting, payroll, purchasing records, et. al.
H&S 19850; Life of Building, with exceptions.
29 USC 211c; Maintain, indefinite
29 USC 203m; Definitions
29 USC 207g; Definitions
St t f C lif i G id li P t
AA - After Audit, AC - After Completion/Closure, ACT - While Active, AE - After Expiration, AFP - After Final Payment, AP - After Approval, AR - Review Annually, AT - After Termination, C - Confidential, CM - Current Month, CY - Current Year, EL - Electronic Media, EY - Event Year, H - Historical, IND - Indefinite, LOB/LOV/LOI/LOS - Life of Board, Building, Vehicle, Improvement or System, MX - Mixed Media (PA and EL), P - Permanent, PA - Paper Media, S - After Superseded, V - Vital, +[Number] - Plus Years or Months ™ UFIRST trademarked in 1999 and © Citations and Legal Basis copyrighted in 2023 by Records Control Services, Inc. All rights reserved.
F.2.b
Packet Pg. 37
Attachment: Exhibit A to Resolution - Records Retention Schedule (3736 : Updated Records Retention Schedule) City of Orinda
Records Retention Schedules and UFIRST
Draft: 10/8/2025
Page: 12
05-00-00 CITY CLERK
Legend:
Series Code Series Name Description Office of
Record
Special
Attributes
Total
Retention
Legal Basis and Citations ©
AA - After Audit, AC - After Completion/Closure, ACT - While Active, AE - After Expiration, AFP - After Final Payment, AP - After Approval, AR - Review Annually, AT - After Termination, C - Confidential, CM - Current Month, CY - Current Year, EL - Electronic Media, EY - Event Year, H - Historical, IND - Indefinite, LOB/LOV/LOI/LOS - Life of Board, Building, Vehicle, Improvement or System, MX - Mixed Media (PA and EL), P - Permanent, PA - Paper Media, S - After Superseded, V - Vital, +[Number] - Plus Years or Months 05-02-06 Agreements / Contracts, Public Agency / JPA CC V P GC 34090(a), Real property records, maintain CCP337, 337.1(a), 337.15; Statute of limitations of 4 years CCP 337.2; Statute of limitations of 4 years
CCP 343; Statute of limitations of 4 years
48 CFR 4.703; 3 years after final payment
48 CFR 4.705-1; 4 years after completion for accounting, payroll, purchasing records, et. al.
H&S 19850; Life of Building, with exceptions.
29 USC 211c; Maintain, indefinite
29 USC 203m; Definitions
29 USC 207g; Definitions
St t f C lif i G id li P t 05-02-07 Agreements / Contracts, State / Federal Does not include grant agreements. CC AC+4 CCP 337(2) & (3); Statutes of limitations of 4 years CCP 337.2; Statutes of limitations of 4 years
48 CFR 4.703; 3 years after final payment
48 CFR 4.705-1; 4 years after completion for accounting, payroll purchasing records et al 05-02-08 Agreements, Infrastructure / Property Development, subdivision, franchise, joint powers, mutual aid, labor unit MOU and other infrastructure related
agreements.
CC V P GC 34090(a), Real property records, maintain
CCP337, 337.1(a), 337.15; Statute of limitations of 4 years CCP 337.2; Statute of limitations of 4 years
CCP 343; Statute of limitations of 4 years
48 CFR 4.703; 3 years after final payment
48 CFR 4.705-1; 4 years after completion for accounting, payroll, purchasing records, et. al.
H&S 19850; Life of Building, with exceptions.
29 USC 211c; Maintain, indefinite
29 USC 203m; Definitions
29 USC 207g; Definitions
St t f C lif i G id li P t 05-02-09 Settlement Agreements P CCP 337.2; Statutes of limitations of 4 years State of California Guidelines; 5 years after termination for non-capital improvement agreements and contracts
Administrative Decision: Maintain settlement agreements permanently to support the matter of settlement 05-02-10 Grant Agreements Federal, state, county and other general grant agreements.
Does not include CDBG grants.
DEPT AFP+5* 29 CFR 97.36(i)(11); 3 years after final payment 29 CFR 97.42(b); 3 years after final payment
2 CFR 200.334; 3 years after final expenditure report for federal grants
24 CFR 570.502(a)(7)(i)(a); Deeds/CDBG activities, 4 years after closure of loan
State of California Guidelines; 5 years after grant closure. * State recommends referring to grant application close-out procedures if any
™ UFIRST trademarked in 1999 and © Citations and Legal Basis copyrighted in 2023 by Records Control Services, Inc. All rights reserved.
F.2.b
Packet Pg. 38
Attachment: Exhibit A to Resolution - Records Retention Schedule (3736 : Updated Records Retention Schedule) City of Orinda
Records Retention Schedules and UFIRST
Draft: 10/8/2025
Page: 13
05-00-00 CITY CLERK
Legend:
Series Code Series Name Description Office of
Record
Special
Attributes
Total
Retention
Legal Basis and Citations ©
AA - After Audit, AC - After Completion/Closure, ACT - While Active, AE - After Expiration, AFP - After Final Payment, AP - After Approval, AR - Review Annually, AT - After Termination, C - Confidential, CM - Current Month, CY - Current Year, EL - Electronic Media, EY - Event Year, H - Historical, IND - Indefinite, LOB/LOV/LOI/LOS - Life of Board, Building, Vehicle, Improvement or System, MX - Mixed Media (PA and EL), P - Permanent, PA - Paper Media, S - After Superseded, V - Vital, +[Number] - Plus Years or Months 05-03-00 City Council
05-03-01 General Information & Administration Includes general subject information, reports and reference documents relating to the record group, but not associated with a specific record series already in the group.
DEPT AR Administrative Record; Review annually for relevance to current subject matter or projects, inclusion in an
associated record series, or creation of a new record series. 05-03-02 City Council Minutes CC V, H P GC 34090e; Minutes of governing bodies, Permanent GC 36814; Maintain record of proceedings
GC 40801; Maintain record of proceedings
State of California Guidelines; Permanent
05-03-03 City Council Ordinances CC V, H P GC 34090(e); Permanent for decisions of the City GC 40806; Maintain
State of California Guidelines; Permanent
05-03-04 City Council Resolutions CC V, H P GC 34090(e); Permanent for decisions of the City State of California Guidelines; Permanent
05-03-05 City Council Agenda Packets Currently retained permanently for research purposes; retention may be reevaluated at a later date.
CC H P GC 34090; 2 year minimum requirement
State of California Guidelines; Maintain for the Current Year plus 2 years
Administrative Decision: Maintain agenda packets
permanently for research and reference purposes 05-03-06 Audio & Video Recording Maintained in Granicus and Box CC CY+10 GC 54953.5; 30 days after recording Administrative Decision: Maintain video recordings for the current year plus 10 years for reference.
05-03-07 Speaker Forms CC CY+2 GC 34090; 2 year minimum requirement State of California Guidelines; Maintain for the Current Year plus 2 years
05-03-08 Legal Notices CC CY+4 GC 34090; 2 year minimum requirement CCP 343; Statutes of limitations, 4 years
05-03-09 Council Member Appointments / Resignations CC P GC 12946; 4 years after completion/position filled State of California Guidelines; Maintain appointments
permanently
05-03-10 Council Member Appointments: Unselected
Applications
CC CY+2 GC 34090; 2 year minimum
Administrative Record, State of California Guidelines
05-03-11 Liaison Appointments, City Council CC CY+2 GC 34090; 2 year minimum Administrative Record, State of California Guidelines
05-03-12 Citizen Commendations / Awards CC EY+2 GC 34090; 2 years minimum 05-03-13 Proclamations, Reference Copies CC EY+2 GC 34090; 2 years minimum 05-03-14 Council Reorganization Notices Courtesy notices to interested parties and outside agencies about council reorganization.
CC CY+2 GC 34090; 2 year minimum
Administrative Record, State of California Guidelines
05-03-15 City Council General Correspondence CC CY+2 GC 34090; 2 year minimum Administrative Record, State of California Guidelines
™ UFIRST trademarked in 1999 and © Citations and Legal Basis copyrighted in 2023 by Records Control Services, Inc. All rights reserved.
F.2.b
Packet Pg. 39
Attachment: Exhibit A to Resolution - Records Retention Schedule (3736 : Updated Records Retention Schedule) City of Orinda
Records Retention Schedules and UFIRST
Draft: 10/8/2025
Page: 14
05-00-00 CITY CLERK
Legend:
Series Code Series Name Description Office of
Record
Special
Attributes
Total
Retention
Legal Basis and Citations ©
AA - After Audit, AC - After Completion/Closure, ACT - While Active, AE - After Expiration, AFP - After Final Payment, AP - After Approval, AR - Review Annually, AT - After Termination, C - Confidential, CM - Current Month, CY - Current Year, EL - Electronic Media, EY - Event Year, H - Historical, IND - Indefinite, LOB/LOV/LOI/LOS - Life of Board, Building, Vehicle, Improvement or System, MX - Mixed Media (PA and EL), P - Permanent, PA - Paper Media, S - After Superseded, V - Vital, +[Number] - Plus Years or Months 05-04-00 Boards / Commissions / Committees
05-04-01 General Information & Administration Includes general subject information, reports and reference documents relating to the record group, but not associated with a specific record series already in the group.
DEPT AR Administrative Record; Review annually for relevance to current subject matter or projects, inclusion in an
associated record series, or creation of a new record series. 05-04-02 Annual Roster Of Council Appointments (Maddy List) Reflects the history of membership on the board, commission or committee. Also includes rosters.
CC AT+5 GC 34090; 2 years minimum
GC 36814; Maintain record of proceedings
GC 40801; Maintain record of proceedings
State of California Guidelines; 5 years after term of office 05-04-03 Appointments / Resignation CC AC+7 GC 81009(e); 7 year requirement for originals GC 81009(f); 4 year requirement for copies
05-04-04 Vacancy Notices And Recruitments CC AT+5 GC 34090; 2 years minimum GC 36814; Maintain record of proceedings
GC 40801; Maintain record of proceedings
State of California Guidelines; 5 years after term of office 05-04-05 Applications Applications submitted as part of the Council recruitment/interview or Committee appointment process
are retained as part of the Council agenda packet.
CC CY+5 GC 34090; 2 years minimum
GC 40801; Maintain record of proceedings
State of California Guidelines; 5 years after term of office 05-04-06 Recognitions CC EY+2 GC 34090; 2 years minimum 05-04-07 Minutes Records may be kept by departments who staff the commissions and committees.
DEPT V, H P GC 34090e; Minutes of governing bodies, Permanent GC 36814; Maintain record of proceedings
GC 40801; Maintain record of proceedings
State of California Guidelines; Permanent
05-04-08 Resolutions Including Planning Commission "Statements of Official Action"
DEPT P GC 34090(e); Permanent for decisions of the City State of California Guidelines; Permanent
05-04-09 Agenda Packets Records may be kept by departments who staff the commissions and committees.
DEPT CY+10 GC 34090; 2 year minimum requirement
State of California Guidelines; Maintain for the Current Year plus 2 years
Administrative Decision: Maintain agenda packets for the current year plus 10 years for reference purposes 05-04-10 Meeting Notices / Postings Records may be kept by departments who staff the commissions and committees.
DEPT CY+4 GC 34090; 2 year minimum requirement
CCP 343; Statutes of limitations, 4 years
05-04-11 Audio & Video Files Records are kept by departments who staff the commissions and committees.
Brown Act Meetings:
Non-Brown Act Meetings:
DEPT
CY+10
CY+5
GC 54953.5; 30 days after recording
Administrative Decision: Maintain video recordings for the current year plus 10 years for public convenience and
reference.
05-04-12 Speaker Request Forms Records may be kept by departments who staff the commissions and committees.
DEPT CY+2 GC 34090; 2 year minimum requirement
State of California Guidelines; Maintain for the Current Year plus 2 years
05-04-13 Correspondence And Non Agenda Information Records may be kept by departments who staff the commissions and committees.
DEPT CY+2 GC 34090; 2 year minimum requirement
CCP 1094.6; 90 days to file petition, 190 days to respond to petition
State of California Guidelines; Maintain for the Current Year plus 2 years
™ UFIRST trademarked in 1999 and © Citations and Legal Basis copyrighted in 2023 by Records Control Services, Inc. All rights reserved.
F.2.b
Packet Pg. 40
Attachment: Exhibit A to Resolution - Records Retention Schedule (3736 : Updated Records Retention Schedule) City of Orinda
Records Retention Schedules and UFIRST
Draft: 10/8/2025
Page: 15
05-00-00 CITY CLERK
Legend:
Series Code Series Name Description Office of
Record
Special
Attributes
Total
Retention
Legal Basis and Citations ©
AA - After Audit, AC - After Completion/Closure, ACT - While Active, AE - After Expiration, AFP - After Final Payment, AP - After Approval, AR - Review Annually, AT - After Termination, C - Confidential, CM - Current Month, CY - Current Year, EL - Electronic Media, EY - Event Year, H - Historical, IND - Indefinite, LOB/LOV/LOI/LOS - Life of Board, Building, Vehicle, Improvement or System, MX - Mixed Media (PA and EL), P - Permanent, PA - Paper Media, S - After Superseded, V - Vital, +[Number] - Plus Years or Months 05-05-00 Ad Hoc Committees
05-05-01 General Information & Administration Includes general subject information, reports and reference documents relating to the record group, but not associated with a specific record series already in the group.
DEPT AR Administrative Record; Review annually for relevance to current subject matter or projects, inclusion in an
associated record series, or creation of a new record series. 05-05-02 Agendas May have longer research/historic value. Non-Brown Act meetings.
DEPT CY+5 GC 34090; 2 year minimum requirement
State of California Guidelines; Maintain for the Current Year plus 2 years
Administrative Decision: Maintain agenda packets for the current year plus 5 years for reference purposes 05-05-03 Committee Reports And Correspondence May have longer research/historic value. DEPT H CY+2 GC 34090; 2 year minimum Administrative Record, State of California Guidelines
05-06-00 Incorporation & Formation Records
05-06-01 General Information & Administration Includes general subject information, reports and reference documents relating to the record group, but not associated with a specific record series already in the group.
DEPT AR Administrative Record; Review annually for relevance to current subject matter or projects, inclusion in an
associated record series, or creation of a new record series. 05-06-02 Incorporation / History, City CC V, H P GC 34090; 2 year minimum State of California Guidelines; Permanent for articles of incorporation
05-06-03 Boundary Modifications, City CC V, H P GC 34090(a); Permanent for real property records State of California Guidelines; Permanent for sphere of influence related to the general plan.
05-06-04 Sphere Of Influence (Lafco), City Approved sphere of influence. PL V, H P GC 34090(a); Permanent for real property records State of California Guidelines; Permanent for sphere of influence related to the general plan.
05-06-05 Sphere Of Influence (Lafco), General Records Includes correspondence and general communications. DEPT CY+2 GC 34090; 2 year minimum Administrative Record, State of California Guidelines
05-06-06 Assessment District Formation Includes documents relating to formation of assessment districts.
CC P GC 34090; 2 year minimum
State of California Guidelines; Permanent for assessment districts
™ UFIRST trademarked in 1999 and © Citations and Legal Basis copyrighted in 2023 by Records Control Services, Inc. All rights reserved.
F.2.b
Packet Pg. 41
Attachment: Exhibit A to Resolution - Records Retention Schedule (3736 : Updated Records Retention Schedule) City of Orinda
Records Retention Schedules and UFIRST
Draft: 10/8/2025
Page: 16
05-00-00 CITY CLERK
Legend:
Series Code Series Name Description Office of
Record
Special
Attributes
Total
Retention
Legal Basis and Citations ©
AA - After Audit, AC - After Completion/Closure, ACT - While Active, AE - After Expiration, AFP - After Final Payment, AP - After Approval, AR - Review Annually, AT - After Termination, C - Confidential, CM - Current Month, CY - Current Year, EL - Electronic Media, EY - Event Year, H - Historical, IND - Indefinite, LOB/LOV/LOI/LOS - Life of Board, Building, Vehicle, Improvement or System, MX - Mixed Media (PA and EL), P - Permanent, PA - Paper Media, S - After Superseded, V - Vital, +[Number] - Plus Years or Months 05-07-00 Elections & Fair Political Practices
05-07-01 General Information & Administration Includes general subject information, reports and reference documents relating to the record group, but not associated with a specific record series already in the group.
DEPT AR Administrative Record; Review annually for relevance to current subject matter or projects, inclusion in an
associated record series, or creation of a new record series. 05-07-02 Election Records Includes nomination papers, statements of qualifications, campaign statements (elected, unsuccessful, political
action committees), measures, sample ballots,
CC P EC 17000-1; Affidavits and indexes are 5 years
EC 17300; 5 years after election for election rosters
EC 17302-6; 6 months after election, if no contest, for election records
GC 81009; Campaign reports, not including candidate's
campaign statements
GC 34090.7; Duplicate copies may be destroyed at any
time if the City Council has prescribed a procedure for destruction of duplicates per GC 34090.7. Non-records may be destroyed at any time.
For all election documents where the State's requirement is permanent, but for which the County maintains the original documents.
Administrative Decision: Maintain election files permanently to cover retention of individual components and the history 05-07-03 Petitions: Initiative / Recall Retain for 8 mo. after certification of results or final examination by election officials if not submitted to voters.
CC AC+8M EC 17200; 8 months after election closes for initiative and referendum petitions.
EC 17400; 8 months after election/final examination for election recall petitions.
05-07-04 Statements of Economic Interest - Form 700 CC AC+7 GC 81009(f); 4 year requirement for copies GC 81009(e); 7 year requirement for originals
05-07-05 FPPC Filing Compliance Correspondence CC CY+2 GC 34090; 2 year minimum requirement 05-07-06 Oaths Of Office, Elected Officials CC AT+6 GC 34090; 2 year minimum requirement State of California Guidelines; 6 years after termination for elected officials.
05-07-07 Forms 801, 802, 803 and 806 Gift to Agency Reports (Form 801), Ceremonial Role Events and Tickets (Form 802), gifts received (Form 803) and
Public Official Appointments (Form 806) as applicable and necessary.
Clerk AC+7 GC 82015; Definitions
GC 81009(e); 7 year requirement for originals
CA FPPC Retention Guidelines; 7 years
05-08-00 Legal Operations
05-08-01 General Information & Administration Includes general subject information, reports and reference documents relating to the record group, but not associated with a specific record series already in the group.
DEPT AR Administrative Record; Review annually for relevance to current subject matter or projects, inclusion in an
associated record series, or creation of a new record series. 05-08-02 Legal Opinions Retain for the longer of 10 years or 1 year after superseded. CC C CY+10 or S+1 GC 34090; 2 year minimum requirement State of California Guidelines; 2 years after superseded Administrative Decision: Maintain legal opinions for the shorter of current year plus 10 years or 1 year after opinion is superseded 05-08-03 Litigation Against / For City CC AC+10 GC 34090; 2 year minimum requirement State of California Guidelines; 7 years after closure for case records; maintain high profile cases permanently.
Administrative Decision: Maintain litigation files for 10 years after settlement/closure of the case
™ UFIRST trademarked in 1999 and © Citations and Legal Basis copyrighted in 2023 by Records Control Services, Inc. All rights reserved.
F.2.b
Packet Pg. 42
Attachment: Exhibit A to Resolution - Records Retention Schedule (3736 : Updated Records Retention Schedule) City of Orinda
Records Retention Schedules and UFIRST
Draft: 10/8/2025
Page: 17
05-00-00 CITY CLERK
Legend:
Series Code Series Name Description Office of
Record
Special
Attributes
Total
Retention
Legal Basis and Citations ©
AA - After Audit, AC - After Completion/Closure, ACT - While Active, AE - After Expiration, AFP - After Final Payment, AP - After Approval, AR - Review Annually, AT - After Termination, C - Confidential, CM - Current Month, CY - Current Year, EL - Electronic Media, EY - Event Year, H - Historical, IND - Indefinite, LOB/LOV/LOI/LOS - Life of Board, Building, Vehicle, Improvement or System, MX - Mixed Media (PA and EL), P - Permanent, PA - Paper Media, S - After Superseded, V - Vital, +[Number] - Plus Years or Months 05-08-04 Litigation, Eminent Domain Records CC AC+10 GC 34090; 2 year minimum requirement State of California Guidelines; 7 years after closure for case records; maintain high profile cases permanently.
Administrative Decision: Maintain litigation files for 10 years after settlement/closure of the case
05-08-05 Litigation, Eminent Domain - Final Order / Judgment CC P GC 34090; 2 year minimum requirement State of California Guidelines; Maintain high profile cases permanently.
05-08-06 Claims Against City, Non-Litigated For Litigated Cases or matters initiated by City, See 640-30 CC/DEPT AC+6 GC 34090; 2 year minimum requirement 29 USC 1113; 6 years after date of last action, or 3 years after plaintiff had knowledge of breach or violation,
whichever comes first.
State of California Guideline; 5 years after settlement or closure
05-09-00 Legislation
05-09-01 General Information & Administration Includes general subject information, reports and reference documents relating to the record group, but not associated with a specific record series already in the group.
DEPT AR Administrative Record; Review annually for relevance to current subject matter or projects, inclusion in an
associated record series, or creation of a new record series. 05-09-02 City / County Relations Records DEPT CY+2 GC 34090; 2 year minimum Administrative Record, State of California Guidelines
05-09-03 Legislative Advocacy Correspondence County / State / Federal DEPT CY+2 GC 34090; 2 year minimum Administrative Record, State of California Guidelines
05-09-04 Municipal Code Codification and Supplementation of the City’s Municipal Code. Also maintained on the website.
Clerk V, H P GC 34090(e); Permanent for decisions of the City State of California Guidelines; Permanent
05-10-00 Real Property
05-10-01 General Information & Administration Includes general subject information, reports and reference documents relating to the record group, but not associated with a specific record series already in the group.
DEPT AR Administrative Record; Review annually for relevance to current subject matter or projects, inclusion in an
associated record series, or creation of a new record series. 05-10-02 Eminent Domain Acquisitions DEPT P GC 34090(a); Permanent for land and property related documents
24 CFR 1710; Permanent
05-10-03 Real Property Acquisition Records CC P GC 34090(a); Permanent for land and property related documents
24 CFR 1710; Permanent
36 CFR 64.11; 3 years after last payment for public property acquisition.
State of California Guidelines; Completion plus 10 years for acquisitions and dispositions 05-10-04 Real Property Appraisals Closed being real estate acquisition or close of file for non acquisitions
CC C AC+2 GC 34090; 2 year minimum requirement
GC 7928.705; PRA, confidential record designation until acquisition complete.
05-10-05 Easement Vacations / Abandonments CC P GC 34090(a); Permanent for land and property related documents
24 CFR 1710; Permanent
05-10-06 Easements (Real Property) CC P GC 34090(a); Permanent for land and property related documents
24 CFR 1710; Permanent
™ UFIRST trademarked in 1999 and © Citations and Legal Basis copyrighted in 2023 by Records Control Services, Inc. All rights reserved.
F.2.b
Packet Pg. 43
Attachment: Exhibit A to Resolution - Records Retention Schedule (3736 : Updated Records Retention Schedule) City of Orinda
Records Retention Schedules and UFIRST
Draft: 10/8/2025
Page: 18
05-00-00 CITY CLERK
Legend:
Series Code Series Name Description Office of
Record
Special
Attributes
Total
Retention
Legal Basis and Citations ©
AA - After Audit, AC - After Completion/Closure, ACT - While Active, AE - After Expiration, AFP - After Final Payment, AP - After Approval, AR - Review Annually, AT - After Termination, C - Confidential, CM - Current Month, CY - Current Year, EL - Electronic Media, EY - Event Year, H - Historical, IND - Indefinite, LOB/LOV/LOI/LOS - Life of Board, Building, Vehicle, Improvement or System, MX - Mixed Media (PA and EL), P - Permanent, PA - Paper Media, S - After Superseded, V - Vital, +[Number] - Plus Years or Months 05-10-07 Real Property Divestments Records DEPT P GC 34090(a); Permanent for land and property related documents
24 CFR 1710; Permanent
36 CFR 64.11; 3 years after last payment for public property acquisition.
State of California Guidelines; Completion plus 10 years for acquisitions and dispositions 05-10-08 Right of Way CC / PW P GC 34090(a); Permanent for land and property related documents
24 CFR 1710; Permanent
05-11-00 Records Management
05-11-01 General Information Includes general subject information, reports and reference documents relating to the record group, but not associated with a specific record series already in the group.
City-wide AR Administrative Record; Review annually for relevance to current subject matter or projects, inclusion in an
associated record series, or creation of a new record series. 05-11-02 Administration Program planning and policy development research and reference materials. (Reference library of manuals,
catalogs, magazines, books, pamphlets, etc. Training
materials). Purged/updated as needed.
City-wide CY+2 GC 34090; 2 year minimum
Administrative Record, State of California Guidelines
05-11-03 Electronic Document Repositories Repository for electronic records designated as official/final versions.
City-wide ACT Transitory Record; Databases are maintained while actively used by the City.
05-11-04 Retention Schedules & Updates Clerk P GC 34090; 2 year minimum requirement State of California Guidelines; 2 years after superseded Administrative Decision: Permanent for destruction
approvals for tracking purposes and to support public
records requests responses 05-11-05 Destruction Certificates, Destruction Documentation and Department Destruction Logs
Signed certificates indicating final disposition of documents which have met or exceeded approved retention policy
guidelines and have been destroyed. Each Department /
Division will also maintain a permanent file of destruction certificates and logs subject to annual audits by City Clerk staff
Clerk P GC 34090; 2 year minimum requirement
State of California Guidelines; 2 years after superseded Administrative Decision: Permanent for destruction
approvals for destruction tracking purposes and to support public records requests responses 05-11-06 Records Inventories Index to all active, inactive and permanent records maintained in offsite storage.
City-wide S+2 GC 34090; 2 year minimum requirement
State of California Guidelines; 2 years after superseded 05-11-07 Records Management Manual Manual of Records Management procedures and policy including instructions and forms. City Clerk will maintain one copy permanently. Departments to maintain current
edition only.
Clerk S+5 GC 34090; 2 year minimum
CCP 343; 4 years to commence action
Administrative Record, State of California Guidelines
recommends retaining for 5 years after superseded.
™ UFIRST trademarked in 1999 and © Citations and Legal Basis copyrighted in 2023 by Records Control Services, Inc. All rights reserved.
F.2.b
Packet Pg. 44
Attachment: Exhibit A to Resolution - Records Retention Schedule (3736 : Updated Records Retention Schedule) City of Orinda
Records Retention Schedules and UFIRST
Draft: 10/8/2025
Page: 19
06-00-00 HUMAN RESOURCES
Legend:
Series Code Series Name Description Office of
Record
Special
Attributes
Total
Retention
Legal Basis and Citations ©
06-01-00 Personnel Administration
06-01-01 General Information & Administration Includes general subject information, reports and reference documents relating to the record group, but not associated with a specific record series already in the group.
DEPT AR Administrative Record; Review annually for relevance to current subject matter or projects, inclusion in an associated record series, or creation of a new record series.
06-01-02 Job Descriptions ADM S+2 GC 34090; 2 year minimum requirement Administrative Decision: Maintain job description for 2 years after superseded to meet the minimum requirement and
method of managing the documents.
06-01-03 Personnel Rules & Regulations ADM S+5 GC 34090; 2 year minimum CCP 343; 4 years to commence action
Administrative Record, State of California Guidelines
recommends retaining for 5 years after superseded.
06-01-04 Surveys And Studies: Salary And Classification Includes salary surveys, reclassifications and other compensation related documents.
ADM CY+4 GC 34090; 2 year minimum
GC 12946; 4 years after completion/position filled
29 CFR 516.6(2); 2 years for wage rate tables, etc.
2 CCR 570.5; 5 years for pay schedules and special
compensation records
29 CFR 1602.14; 1 year after action/change
State of California Guidelines; Retain records for the current year they are drafted plus two additional years 06-01-05 EEOC Claims Hired non-safety employees:
Applicants who filed a complaint:
ADM C AS+4
AC+4
GC 34090; 2 year minimum requirement
GC 12946; 4 years after completion
29 CFR 1602.14; 1 year after action/change
29 USC 211c; Maintain, indefinite
29 USC 203m; Definitions
29 USC 207g; Definitions
State of California Guidelines; 2 years after termination for general employees 06-01-06 Employee Complaints Including harrassment complaints. Does not include grievances. Hired non-safety employees.
ADM C AS+4 GC 34090; 2 year minimum requirement
GC 12946; 4 years after completion
29 CFR 1602.14; 1 year after action/change
29 USC 211c; Maintain, indefinite
29 USC 203m; Definitions
29 USC 207g; Definitions
State of California Guidelines; 2 years after termination for general employees
06-02-00 Employee Records
06-02-01 General Information & Administration Includes general subject information, reports and reference documents relating to the record group, but not associated with a specific record series already in the group.
DEPT AR Administrative Record; Review annually for relevance to current subject matter or projects, inclusion in an associated record series, or creation of a new record series.
06-02-02 Personnel Records, Employee Official File Includes Personnel Action Forms, original application, training certificates, educational incentive programs & tuition
reimbursement, performance evaluations, disciplinary actions not related to internal investigations, EDD claims, employment contracts / agreements (not including union negotiations and resulting contracts/agreements), fingerprints and miscellaneous communications.
ADM C AS+6 29 CFR 1627.3 - 4; 3 years after termination 29 CFR 1602.30 - 32; 2 - 3 years after termination
29 CFR 516.5 - 6; 3 years after action
29 USC 1113; 6 years after date of last action
GC 12946; 4 years after termination or action
State of California Guidelines; 3 years after termination AA - After Audit, AC - After Completion/Closure, ACT - While Active, AE - After Expiration, AFP - After Final Payment, AP - After Approval, AR - Review Annually, AT - After Termination, C - Confidential, CM - Current Month, CY - Current Year, EL - Electronic Media, EY - Event Year, H - Historical, IND - Indefinite, LOB/LOV/LOI/LOS - Life of Board, Building, Vehicle, Improvement or System, MX - Mixed Media (PA and EL), P - Permanent, PA - Paper Media, S - After Superseded, V - Vital, +[Number] - Plus Years or Months ™ UFIRST trademarked in 1999 and © Citations and Legal Basis copyrighted in 2023 by Records Control Services, Inc. All rights reserved.
F.2.b
Packet Pg. 45
Attachment: Exhibit A to Resolution - Records Retention Schedule (3736 : Updated Records Retention Schedule) City of Orinda
Records Retention Schedules and UFIRST
Draft: 10/8/2025
Page: 20
06-00-00 HUMAN RESOURCES
Legend:
Series Code Series Name Description Office of
Record
Special
Attributes
Total
Retention
Legal Basis and Citations ©
AA - After Audit, AC - After Completion/Closure, ACT - While Active, AE - After Expiration, AFP - After Final Payment, AP - After Approval, AR - Review Annually, AT - After Termination, C - Confidential, CM - Current Month, CY - Current Year, EL - Electronic Media, EY - Event Year, H - Historical, IND - Indefinite, LOB/LOV/LOI/LOS - Life of Board, Building, Vehicle, Improvement or System, MX - Mixed Media (PA and EL), P - Permanent, PA - Paper Media, S - After Superseded, V - Vital, +[Number] - Plus Years or Months 06-02-03 Supervisor Files Does not include payroll records. After employee separation, supervisor files must be returned to HR for review and
consolidation into the main personnel file.
DEPT C ACT Transitory Record; Maintain as long as necessary for current business activities.
GC 34090.7; Duplicate information may be destroyed within the 2 year minimum retention requirement.
Return supervisor file to Human Resources for combining after employee separates.
06-02-04 Employee Medical Files FMLA, exposure, doctor's notes, and other medical information.
ADM C AS+30 8 CCR 15400; Maintain reports
LC 90 - 139.6; 5 years for auditing
LC 6410; OSHA, maintain
29 CFR 1627.3(b)(1); 1 year from action
29 CFR 1910.1020; 30 years after employee termination
State of California Guidelines; 30 after completion / closure 06-02-05 I-9 Forms Maintained in a binder. ADM AS+4 GC 12946; 4 years after completion/position filled 29 CFR 1602.14; 1 year after position filled
29 CFR 1607; Maintain
29 CFR 1627.3(b)(1); 1 year from action
29 USC 211c; Maintain, no retention period stated
USCIS Form I-9; Maintain for 3 years after completion or 1 year after employment is terminated, whichever is longer.
06-02-06 Volunteers Includes the application, contact information, waivers, correspondence and any general information about the
volunteer.
Accepted applications:
Denied applications:
ADM C
AS+4
AC+4
GC 12946; 4 years after completion/position filled
State of California Guidelines; 2 years after completion/position filled
06-03-00 Recruiting
06-03-01 General Information & Administration Includes general subject information, reports and reference documents relating to the record group, but not associated with a specific record series already in the group.
DEPT AR Administrative Record; Review annually for relevance to current subject matter or projects, inclusion in an associated record series, or creation of a new record series.
06-03-02 Applications / Resumes ADM AC+4 GC 12946; 4 years after application for employment or termination of employment
29 CFR 1602.14; 1 year after position filled
29 CFR 1627.3; 1 year after position filled
State of California Guidelines; 3 years after completion/position filled
06-03-03 Personnel Recruitment / Selection Files include applications, practical test and assessment centers, oral board, rejection letters and eligibility lists.
Remaining documents managed in CalOPPS.
ADM AC+4 GC 12946; 4 years after application for employment or termination of employment
29 CFR 1602.14; 1 year after position filled
29 CFR 1627.3; 1 year after position filled
State of California Guidelines; 3 years after completion/position filled
06-03-04 Background Check Information Includes DOJ fingerprinting, pre-employment physicals (nonhired) and other background checks for hired and non-hired candidates.
Hired employees:
Not hired applicants:
ADM
AS+4
AC+4
GC 12946; 4 years after application for employment or
termination of employment
PC 832.5; 5 years for officer complaints
State of California Gudelines; 3 years after
termination/separation for hired general employees, 2 years after position closes for applicants not hired.
™ UFIRST trademarked in 1999 and © Citations and Legal Basis copyrighted in 2023 by Records Control Services, Inc. All rights reserved.
F.2.b
Packet Pg. 46
Attachment: Exhibit A to Resolution - Records Retention Schedule (3736 : Updated Records Retention Schedule) City of Orinda
Records Retention Schedules and UFIRST
Draft: 10/8/2025
Page: 21
06-00-00 HUMAN RESOURCES
Legend:
Series Code Series Name Description Office of
Record
Special
Attributes
Total
Retention
Legal Basis and Citations ©
AA - After Audit, AC - After Completion/Closure, ACT - While Active, AE - After Expiration, AFP - After Final Payment, AP - After Approval, AR - Review Annually, AT - After Termination, C - Confidential, CM - Current Month, CY - Current Year, EL - Electronic Media, EY - Event Year, H - Historical, IND - Indefinite, LOB/LOV/LOI/LOS - Life of Board, Building, Vehicle, Improvement or System, MX - Mixed Media (PA and EL), P - Permanent, PA - Paper Media, S - After Superseded, V - Vital, +[Number] - Plus Years or Months 06-04-00 Training & Employment Records
06-04-01 General Information & Administration Includes general subject information, reports and reference documents relating to the record group, but not associated with a specific record series already in the group.
DEPT AR Administrative Record; Review annually for relevance to current subject matter or projects, inclusion in an associated record series, or creation of a new record series.
06-04-02 Injury & Illness Prevention Plan Workers compensation policy and general safety information. ADM S+5 GC 34090; 2 year minimum, 8 CCR 3204; 1 year for IIPP training records
State of California Guideline: 5 years after superceded or expired
06-04-03 Employee Workshops / Training Sign-in sheets, handouts, consultant training programs, tailgate meetings and other program information for general employee training and lunchtime workshops.
DEPT CY+7 GC 34090; 2 year minimum requirement
29 CFR 1627.3(b); 1 year for training records
GC 12946; 4 years after termination
State of California Guidelines; Current year plus 7 years for nonsafety training records. Current year plus 2 years for certificates and designations training.
06-04-04 Employee Training Programs Sign-in sheets, handouts, consultant training programs and other program information for general employee training.
DEPT CY+7 GC 34090; 2 year minimum requirement
29 CFR 1627.3(b); 1 year for training records
GC 12946; 4 years after termination
State of California Guidelines; Current year plus 7 years for nonsafety training records. Current year plus 2 years for certificates and designations training.
06-04-05 Mandated Reporter Training Records Training for child abuse and other youth related summer camp trainings.
ADM P GC 34090; 2 year minimum requirement
29 CFR 1627.3(b); 1 year for training records
GC 12946; 4 years after termination
State of California Guidelines; Current year plus 7 years for nonsafety training records. Current year plus 2 years for certificates and designations training.
Administrative Decision: Maintain mandated reporter training records permanently to support potential claims for abuse. 06-04-06 DMV Pull Notice Program ADM C S VC 1808.1; must pull record at least every 12 months 06-04-07 Safety Inspections Includes binders with photos and comments on construction and other safety inspections performed by a third party safety consultant. Required by OSHA.
ADM AC+5 GC 34090; 2 year minimum requirement
29 CFR 1904.33; maintain OSHA reports for 5 years from the end of the calendar year they relate to.
8 CCR 14300.33; current year plus 5 years for OSHA 300
reports
8 CCR 10102; whichever is longer of the following: 5 years from date of injury; 1 year from date compensation was last provided; upon payment of all compensation due; when audit findings are final.
State of California Guideline: 5 years after completed
06-05-00 Employee Services / Benefits
06-05-01 General Information & Administration Includes general subject information, reports and reference documents relating to the record group, but not associated with a specific record series already in the group.
DEPT AR Administrative Record; Review annually for relevance to current subject matter or projects, inclusion in an associated record series, or creation of a new record series.
06-05-02 Employee Disability Plan / Amendments ADM AT+2 GC 34090; 2 year minimum GC 12946; 2 years after submission or creation
29 CFR 1627.3(b)(2) EEOC/ADEA requires 1 year after benefit plan termination
State of California Guidelines; 2 years after action
™ UFIRST trademarked in 1999 and © Citations and Legal Basis copyrighted in 2023 by Records Control Services, Inc. All rights reserved.
F.2.b
Packet Pg. 47
Attachment: Exhibit A to Resolution - Records Retention Schedule (3736 : Updated Records Retention Schedule) City of Orinda
Records Retention Schedules and UFIRST
Draft: 10/8/2025
Page: 22
06-00-00 HUMAN RESOURCES
Legend:
Series Code Series Name Description Office of
Record
Special
Attributes
Total
Retention
Legal Basis and Citations ©
AA - After Audit, AC - After Completion/Closure, ACT - While Active, AE - After Expiration, AFP - After Final Payment, AP - After Approval, AR - Review Annually, AT - After Termination, C - Confidential, CM - Current Month, CY - Current Year, EL - Electronic Media, EY - Event Year, H - Historical, IND - Indefinite, LOB/LOV/LOI/LOS - Life of Board, Building, Vehicle, Improvement or System, MX - Mixed Media (PA and EL), P - Permanent, PA - Paper Media, S - After Superseded, V - Vital, +[Number] - Plus Years or Months 06-05-03 Employee Health Benefits Policies ADM AE+4 GC 34090; 2 year minimum GC 12946; 4 years after submission or creation
29 CFR 1627.3(b)(2) EEOC/ADEA requires 1 year after benefit plan termination
State of California Guidelines; 2 years after action
06-05-04 Employee Life Insurance Policies ADM AE+4 GC 34090; 2 year minimum GC 12946; 4 years after submission or creation
29 CFR 1627.3(b)(2) EEOC/ADEA requires 1 year after benefit plan termination
State of California Guidelines; 2 years after action
06-05-05 Employee Retirement (401) & Deferred Comp (457) Program Records
Mission Square is the third party administrator. ADM AT+6 29 CFR 1627.3 - 4; 3 years after termination 29 CFR 1602.30 - 32; 2 - 3 years after termination
29 CFR 1650.202; 10 years from date of action for tax
payments
29 CFR 516.5 - 6; 3 years after action
29 USC 1113; 6 years after date of last action
GC 12946; 4 years after termination or action
State of California Guidelines; 3 years after termination 06-06-00 Worker's Compensation Records
06-06-01 General Information Includes general subject information, reports and reference documents relating to the record group, but not associated with a specific record series already in the group.
DEPT AR Administrative Record; Review annually for relevance to current subject matter or projects, inclusion in an associated record series, or creation of a new record series.
06-06-02 Workers Compensation Claims Includes copies of information from the TPA on the employee claim. Doctor's notes stored in the employee's medical file.
ADM C P 8 CCR 15400; Maintain reports
8 CCR 15400.2; 5 years
8 CCR 10102; 5 years
LC 129(a); 5 years for auditing
State of California Guidelines; Permanent for workers
compensation working files (claim files, reports, incidents).
Originals filed with third party administrator.
06-06-03 Third Pary Administrator & JPA - MPA Correspondence, reports and general information from the TPA.
ADM CY+2, AR GC 34090; 2 year minimum requirement
State of California Guidlines; Administrative Record
06-06-04 OSHA 300 Reports & Logs Maintained electronically. Also includes quarterly audit reports. ADM CY+5 GC 34090; 2 year minimum requirement 29 CFR 1904.33; 5 years for OSHA reports
8 CCR 14300.33; 5 years for OSHA 300 reports
8 CCR 10102;5 years from date of injury
State of California Guideline: 5 years after completed
06-06-05 Workers Compensation Loss Run Reports Monthly reports ADM CY+5 8 CCR 15400; Maintain reports 8 CCR 15400.2; 5 years
8 CCR 10102; 5 years
LC 129(a); 5 years for auditing
State of California Guidelines; State recommends Permanent retention, but no relevant statues; Risk Management Reports (including Loss Analysis Reports) are 5 years after
completion/closure
06-07-00 Labor Relations Records
06-07-01 General Information Includes general subject information, reports and reference documents relating to the record group, but not associated with a specific record series already in the group.
DEPT AR Administrative Record; Review annually for relevance to current subject matter or projects, inclusion in an associated record series, or creation of a new record series.
™ UFIRST trademarked in 1999 and © Citations and Legal Basis copyrighted in 2023 by Records Control Services, Inc. All rights reserved.
F.2.b
Packet Pg. 48
Attachment: Exhibit A to Resolution - Records Retention Schedule (3736 : Updated Records Retention Schedule) City of Orinda
Records Retention Schedules and UFIRST
Draft: 10/8/2025
Page: 23
06-00-00 HUMAN RESOURCES
Legend:
Series Code Series Name Description Office of
Record
Special
Attributes
Total
Retention
Legal Basis and Citations ©
AA - After Audit, AC - After Completion/Closure, ACT - While Active, AE - After Expiration, AFP - After Final Payment, AP - After Approval, AR - Review Annually, AT - After Termination, C - Confidential, CM - Current Month, CY - Current Year, EL - Electronic Media, EY - Event Year, H - Historical, IND - Indefinite, LOB/LOV/LOI/LOS - Life of Board, Building, Vehicle, Improvement or System, MX - Mixed Media (PA and EL), P - Permanent, PA - Paper Media, S - After Superseded, V - Vital, +[Number] - Plus Years or Months 06-07-02 Union Representatives / Organizations Includes correspondence and reviews with labor organizations.
Does not include negotiation information.
ADM CY+2, AR GC 34090; 2 year minimum requirement
Administrative Decision: Maintain correspondence and
communications for the current year plus 2 years. Review annually for relevant content.
06-07-03 Negotiations ADM P 29 USC 211c; Maintain, indefinite 29 USC 203m; Definitions
29 USC 207g; Definitions
State of California Guidelines; Permanent
06-07-04 Memorandums of Understanding Includes management / confidential resolution. ADM P 29 USC 211c; Maintain, indefinite 29 CFR 516.5(b); 3 years
State of California Guidelines; Recommend Permanent
retention without relevant statutes or regulations cited. 06-07-05 Grievances Hired non-safety employees ADM C AS+4 GC 12946; 4 years after completion 29 CFR 1602.14; 1 year after action/change
29 USC 211c; Maintain, indefinite
29 USC 203m; Definitions
29 USC 207g; Definitions
State of California Guidelines; 2 years after termination for general employees
06-07-06 Appeals Appeals based on grievances, disciplinary actions or other labor relations issues.
ADM AS+2 GC 12946; Until resolved
29 CFR 1602.14; 1 year after action/change
State of California Guidelines; 2 years after termination for general employees
06-07-07 Interest Arbitrations Award Awards and compensation given to units based on settled complaints.
ADM P 29 USC 211c; Maintain, indefinite
29 USC 203m; Definitions
29 USC 207g; Definitions
State of California Guidelines; Permanent
™ UFIRST trademarked in 1999 and © Citations and Legal Basis copyrighted in 2023 by Records Control Services, Inc. All rights reserved.
F.2.b
Packet Pg. 49
Attachment: Exhibit A to Resolution - Records Retention Schedule (3736 : Updated Records Retention Schedule) City of Orinda
Records Retention Schedules and UFIRST
Draft: 10/8/2025
Page: 24
07-00-00 PUBLIC WORKS
Legend:
Series Code Series Name Description Office of
Record
Special
Attributes
Total
Retention
Legal Basis and Citations ©
07-01-00 PW Administration
07-01-01 General Information & Administration Includes general subject information, reports and reference documents relating to the record group, but not associated with a specific record series already in the group.
DEPT AR Administrative Record; Review annually for relevance to current subject matter or projects, inclusion in an
associated record series, or creation of a new record series. 07-01-02 Funding Workpapers Includes SB1, Measure J and other funding sources. CY+4 GC 34090; 2 year minimum requirement State of California Guidelines; 4 years after audit
Administrative Decision: Maintain funding workpapers for the current year plus 4 years to coincide with Accounts Payable and Accounts Receivable records in Finance 07-01-03 On-call Contracts AC+4 CCP 337.2; Statute of limitations of 4 years 48 CFR 4.703; 3 years after final payment
48 CFR 4.705-1; 4 years after completion for accounting, payroll, purchasing records, et. al.
07-01-04 FEMA P GC 34090; 2 year minimum requirement
State of California Guidelines; Permanent flood zones and maps.
07-02-00 Engineering
07-02-01 General Information & Administration Includes general subject information, reports and reference documents relating to the record group, but not associated with a specific record series already in the group.
DEPT AR Administrative Record; Review annually for relevance to current subject matter or projects, inclusion in an
associated record series, or creation of a new record series. 07-02-02 Capital Improvements - Design & Construction Design drawings, inspection reports, materials testing reports, project specifications, bidders lists, reports, preliminary plans, work orders, schedules, correspondence and other project documents.
PW/DEPT P GC 34090(a); Permanent for real property related documents
GC 4003, 4004, Maintain
CCP 337.15; 10 years
State of California Guidelines; Permanent for capital
improvements 07-02-03 City Maps & Plans Includes facility as-builts, aerials, infrastructure and other facility, older plans and real property maps. Excludes Park and City Buildings
PW P GC 34090(a); Real property records, maintain
GC 4003, 4004; Maintain
H&S 19850; Building Plans - Life of Building, with
exceptions
CCP 337.15; 10 years
State of California Guidelines; Permanent 07-02-04 Survey Maps & Records PW P GC 34090(a); Permanent for land and property records.
State of California Guidelines; Permanent
07-02-05 Lot Line Adjustments PW P GC 34090(a); Real property records, maintain GC 4003, 4004; Maintain
H&S 19850; Building Plans - Life of Building, with
exceptions
CCP 337.15; 10 years
State of California Guidelines; Permanent 07-02-06 Abandonments & Vacations PW P GC 34090(a); Permanent for land and property records.
State of California Guidelines; Permanent
07-02-07 Easements PW P GC 34090(a); Permanent for land and property related documents
24 CFR 1710; Permanent
07-02-08 ADA & Accessibility PW S+2 GC 34090; 2 year minimum requirement State of California Guidelines; 2 years after completion for curb and sidewalk improvements
AA - After Audit, AC - After Completion/Closure, ACT - While Active, AE - After Expiration, AFP - After Final Payment, AP - After Approval, AR - Review Annually, AT - After Termination, C - Confidential, CM - Current Month, CY - Current Year, EL - Electronic Media, EY - Event Year, H - Historical, IND - Indefinite, LOB/LOV/LOI/LOS - Life of Board, Building, Vehicle, Improvement or System, MX - Mixed Media (PA and EL), P - Permanent, PA - Paper Media, S - After Superseded, V - Vital, +[Number] - Plus Years or Months ™ UFIRST trademarked in 1999 and © Citations and Legal Basis copyrighted in 2023 by Records Control Services, Inc. All rights reserved.
F.2.b
Packet Pg. 50
Attachment: Exhibit A to Resolution - Records Retention Schedule (3736 : Updated Records Retention Schedule) City of Orinda
Records Retention Schedules and UFIRST
Draft: 10/8/2025
Page: 25
07-00-00 PUBLIC WORKS
Legend:
Series Code Series Name Description Office of
Record
Special
Attributes
Total
Retention
Legal Basis and Citations ©
AA - After Audit, AC - After Completion/Closure, ACT - While Active, AE - After Expiration, AFP - After Final Payment, AP - After Approval, AR - Review Annually, AT - After Termination, C - Confidential, CM - Current Month, CY - Current Year, EL - Electronic Media, EY - Event Year, H - Historical, IND - Indefinite, LOB/LOV/LOI/LOS - Life of Board, Building, Vehicle, Improvement or System, MX - Mixed Media (PA and EL), P - Permanent, PA - Paper Media, S - After Superseded, V - Vital, +[Number] - Plus Years or Months 07-02-09 Utility Coordination PW AC+2 GC 34090; 2 year minimum requirement State of California Guidelines; 2 years after completion for maintenance projects.
™ UFIRST trademarked in 1999 and © Citations and Legal Basis copyrighted in 2023 by Records Control Services, Inc. All rights reserved.
F.2.b
Packet Pg. 51
Attachment: Exhibit A to Resolution - Records Retention Schedule (3736 : Updated Records Retention Schedule) City of Orinda
Records Retention Schedules and UFIRST
Draft: 10/8/2025
Page: 26
07-00-00 PUBLIC WORKS
Legend:
Series Code Series Name Description Office of
Record
Special
Attributes
Total
Retention
Legal Basis and Citations ©
AA - After Audit, AC - After Completion/Closure, ACT - While Active, AE - After Expiration, AFP - After Final Payment, AP - After Approval, AR - Review Annually, AT - After Termination, C - Confidential, CM - Current Month, CY - Current Year, EL - Electronic Media, EY - Event Year, H - Historical, IND - Indefinite, LOB/LOV/LOI/LOS - Life of Board, Building, Vehicle, Improvement or System, MX - Mixed Media (PA and EL), P - Permanent, PA - Paper Media, S - After Superseded, V - Vital, +[Number] - Plus Years or Months 07-03-00 Development
07-03-01 General Information & Administration Includes general subject information, reports and reference documents relating to the record group, but not associated with a specific record series already in the group.
DEPT AR Administrative Record; Review annually for relevance to current subject matter or projects, inclusion in an
associated record series, or creation of a new record series. 07-03-02 Subdivisions- Major Tracts PW P GC 34090(a); Real property records, maintain GC 4003, 4004; Maintain
H&S 19850; Building Plans - Life of Building, with
exceptions
CCP 337.15; 10 years
State of California Guidelines; Permanent 07-03-03 Subdivisions - Minor Parcel maps PW P GC 34090(a); Real property records, maintain GC 4003, 4004; Maintain
H&S 19850; Building Plans - Life of Building, with
exceptions
CCP 337.15; 10 years
State of California Guidelines; Permanent
07-04-00 Bridges
07-04-01 General Information & Administration Includes general subject information, reports and reference documents relating to the record group, but not associated with a specific record series already in the group.
DEPT AR Administrative Record; Review annually for relevance to current subject matter or projects, inclusion in an
associated record series, or creation of a new record series. 07-04-02 Bridge Inspections Correspondence, inspections, reports, inventory and associated records.
PW LOS+2 GC 34090; 2 year minimum requirement
State of California Guidelines; Life of the structure for bridges and overpasses
07-05-00 Flood Control
07-05-01 General Information & Administration Includes general subject information, reports and reference documents relating to the record group, but not associated with a specific record series already in the group.
DEPT AR Administrative Record; Review annually for relevance to current subject matter or projects, inclusion in an
associated record series, or creation of a new record series. 07-05-02 Flood Hazards Studies PW P GC 34090; 2 year minimum requirement State of California Guidelines; Permanent for flood maps. 07-05-03 Flood Insurance Rate Maps, FIRM PW P GC 34090; 2 year minimum requirement State of California Guidelines; Permanent for flood maps. 07-05-04 Creek Studies Created by the City. PW P GC 34090; 2 year minimum requirement State of California Guidelines; Permanent for dams, lakes, basins and creeks.
07-06-00 Landslides
07-06-01 General Information & Administration Includes general subject information, reports and reference documents relating to the record group, but not associated with a specific record series already in the group.
DEPT AR Administrative Record; Review annually for relevance to current subject matter or projects, inclusion in an
associated record series, or creation of a new record series. 07-06-02 Landslide Studies / Investigations PW P GC 34090; 2 year minimum requirement State of California Guidelines; Permanent flood zones and maps.
07-06-03 Landslide Maps PW P GC 34090; 2 year minimum requirement State of California Guidelines; Permanent flood zones and maps.
™ UFIRST trademarked in 1999 and © Citations and Legal Basis copyrighted in 2023 by Records Control Services, Inc. All rights reserved.
F.2.b
Packet Pg. 52
Attachment: Exhibit A to Resolution - Records Retention Schedule (3736 : Updated Records Retention Schedule) City of Orinda
Records Retention Schedules and UFIRST
Draft: 10/8/2025
Page: 27
07-00-00 PUBLIC WORKS
Legend:
Series Code Series Name Description Office of
Record
Special
Attributes
Total
Retention
Legal Basis and Citations ©
AA - After Audit, AC - After Completion/Closure, ACT - While Active, AE - After Expiration, AFP - After Final Payment, AP - After Approval, AR - Review Annually, AT - After Termination, C - Confidential, CM - Current Month, CY - Current Year, EL - Electronic Media, EY - Event Year, H - Historical, IND - Indefinite, LOB/LOV/LOI/LOS - Life of Board, Building, Vehicle, Improvement or System, MX - Mixed Media (PA and EL), P - Permanent, PA - Paper Media, S - After Superseded, V - Vital, +[Number] - Plus Years or Months 07-07-00 Parking Control
07-07-01 General Information & Administration Includes general subject information, reports and reference documents relating to the record group, but not associated with a specific record series already in the group.
DEPT AR Administrative Record; Review annually for relevance to current subject matter or projects, inclusion in an
associated record series, or creation of a new record series. 07-07-02 Evaluations / Studies PW AC+2 GC 34090; 2 year minimum requirement State of California Guidelines; Completion of survey plus 2 years
07-08-00 Public Works - Maintenance
07-08-01 General Information & Administration Includes general subject information, reports and reference documents relating to the record group, but not associated with a specific record series already in the group.
DEPT AR Administrative Record; Review annually for relevance to current subject matter or projects, inclusion in an
associated record series, or creation of a new record series. 07-08-02 Corporation Yard - Maintenance Facility Maint AC+2 GC 34090; 2 year minimum requirement State of California Guidelines; 2 years after completion for maintenance projects.
07-08-03 Street Maintenance Maint AC+2 GC 34090; 2 year minimum requirement State of California Guidelines; 2 years after completion for maintenance projects.
07-08-04 Stormdrain Maintenance Maint AC+2 GC 34090; 2 year minimum requirement State of California Guidelines; 2 years after completion for maintenance projects.
07-08-05 Vegetation Maintenance Maint AC+2 GC 34090; 2 year minimum requirement State of California Guidelines; 2 years after completion for maintenance projects.
07-08-06 Safety Meetings Maint CY+7 GC 34090; 2 year minimum requirement 29 CFR 1627.3(b); 1 year for training records
GC 12946; 4 years after termination
State of California Guidelines; Current year plus 7 years for non-safety training records. Current year plus 2 years for certificates and designations training 07-08-07 Daily Logs Maint CY+2 GC 34090; 2 year minimum State of California Guidlines; Administrative Record
07-08-08 USA (Underground Service Alert) Produced on demand from the USA website. Maint ACT GC 34090.7; Duplicates and reference materials may be destroyed within the 2 year minimum
07-08-09 Vehicles & Equipment Maint LOV+4 GC 34090; 2 year minimum requirement CCP 343; 4 years for action
State of California Guidelines state life of the vehicle plus 2 years for fuel, maintenance and repair records of vehicles.
State does not reference any citations
07-09-00 Facilities, Parks & Trails
07-09-01 General Information Includes general subject information, reports and reference documents relating to the record group, but not associated with a specific record series already in the group.
City-wide AR Administrative Record; Review annually for relevance to current subject matter or projects, inclusion in an
associated record series, or creation of a new record series. 07-09-02 Master Plans PW P GC 34090(a); Real property records, maintain State of California Guidelines; Permanent
07-09-03 Safety Inspections & Assessments Performed by Parks & Recreation as requested by Risk Management.
PW AC+2 GC 34090; 2 year minimum
State of California Guidelines; 2 years for inspections under maintenance and operations
™ UFIRST trademarked in 1999 and © Citations and Legal Basis copyrighted in 2023 by Records Control Services, Inc. All rights reserved.
F.2.b
Packet Pg. 53
Attachment: Exhibit A to Resolution - Records Retention Schedule (3736 : Updated Records Retention Schedule) City of Orinda
Records Retention Schedules and UFIRST
Draft: 10/8/2025
Page: 28
07-00-00 PUBLIC WORKS
Legend:
Series Code Series Name Description Office of
Record
Special
Attributes
Total
Retention
Legal Basis and Citations ©
AA - After Audit, AC - After Completion/Closure, ACT - While Active, AE - After Expiration, AFP - After Final Payment, AP - After Approval, AR - Review Annually, AT - After Termination, C - Confidential, CM - Current Month, CY - Current Year, EL - Electronic Media, EY - Event Year, H - Historical, IND - Indefinite, LOB/LOV/LOI/LOS - Life of Board, Building, Vehicle, Improvement or System, MX - Mixed Media (PA and EL), P - Permanent, PA - Paper Media, S - After Superseded, V - Vital, +[Number] - Plus Years or Months 07-09-04 Playground Inspections PW AC+3 CCP 338; 3 years for action State of California Guidelines; Completion plus 2 years for inspection records in Parks, and 2 years after audit for equipment inventories.
07-09-05 Maintenance Projects Recreation AC+2 GC 34090; 2 year minimum requirement State of California Guidelines; 2 years after completion for maintenance projects.
07-09-06 Security Camera Footage PD 1 Year
Rotating
GC 34090.6; 1 year. * If a claim is filed or pending litigation, retain with the case file.
GC 34090.8; New recording systems must be capable of a
minimum of 1 year video storage.
State of California Guidelines; 180 days for audio,
telephone and radio communication tapes, with exceptions of recordings pertaining to GC 34090.6.
PC 832.7(b)(8)(c); 180 days after discovery, or 30 days after closure of case, to release records as part of a PRA, use of force.
07-10-00 Streets & Sidewalks
07-10-01 General Information & Administration Includes general subject information, reports and reference documents relating to the record group, but not associated with a specific record series already in the group.
DEPT AR Administrative Record; Review annually for relevance to current subject matter or projects, inclusion in an
associated record series, or creation of a new record series. 07-10-02 Encroachment Permits, Revocable Includes utility repairs, driveway replacements and other temporary roadway impedements and encroachments.
PW AC+2 GC 34090; 2 year minimum requirement
State of California Guidelines; Current Year plus 2 years for maintenance projects, and for temporary use permits.
07-10-03 Encroachment Agreements P GC 34090(a) Real property records, maintain Permanently GC 4003, 4004; Maintain
H&S 19850; Life of Building, with exceptions
State of California Guidelines; Permanent for construction based encroachment permits 07-10-04 Transportation Permits Oversized loads. AC+2 GC 34090; 2 year minimum requirement State of California Guidelines; Current Year plus 2 years for temporary use permits.
07-10-05 Street Closures, Temporary PW AC+2 GC 34090; 2 year minimum requirement State of California Guidelines; Current Year plus 2 years for temporary use permits.
07-10-06 Pavement Management Includes Streetsaver system generated reports and other pavement management planning documents.
PW AC+2 GC 34090; 2 year minimum requirement
State of California Guidelines; 2 years after completion for maintenance projects.
07-10-07 Streetlights Includes lighting plans, controllers and other streetlight records.
PW S+2 GC 34090; 2 year minimum requirement
State of California Guidelines; 2 years after superseded for traffic control light inventories, Current year plus 2 years for lighting maintenance and work orders.
07-11-00 Storm Drain Systems
07-11-01 General Information & Administration Includes general subject information, reports and reference documents relating to the record group, but not associated with a specific record series already in the group.
DEPT AR Administrative Record; Review annually for relevance to current subject matter or projects, inclusion in an
associated record series, or creation of a new record series. ™ UFIRST trademarked in 1999 and © Citations and Legal Basis copyrighted in 2023 by Records Control Services, Inc. All rights reserved.
F.2.b
Packet Pg. 54
Attachment: Exhibit A to Resolution - Records Retention Schedule (3736 : Updated Records Retention Schedule) City of Orinda
Records Retention Schedules and UFIRST
Draft: 10/8/2025
Page: 29
07-00-00 PUBLIC WORKS
Legend:
Series Code Series Name Description Office of
Record
Special
Attributes
Total
Retention
Legal Basis and Citations ©
AA - After Audit, AC - After Completion/Closure, ACT - While Active, AE - After Expiration, AFP - After Final Payment, AP - After Approval, AR - Review Annually, AT - After Termination, C - Confidential, CM - Current Month, CY - Current Year, EL - Electronic Media, EY - Event Year, H - Historical, IND - Indefinite, LOB/LOV/LOI/LOS - Life of Board, Building, Vehicle, Improvement or System, MX - Mixed Media (PA and EL), P - Permanent, PA - Paper Media, S - After Superseded, V - Vital, +[Number] - Plus Years or Months 07-11-02 National Pollutant Discharge Elimination System (NPDES)
PW P 40 CFR 122.28; Maintain NPDES general permits
State of California Guidelines; Permanent for NPDES
permits
07-11-03 Storm Drains Includes inventories, base mapping, CCTV inspections and other storm drain infrastructure documents.
PW AC+2 GC 34090; 2 year minimum requirement
State of California Guidelines; 2 years plus the current year for maintenance projects.
07-11-04 Creeks Includes setback determinations and restoration projects. PW P GC 34090; 2 year minimum requirement State of California Guidelines; Permanent for dams, lakes, basins and creeks.
07-11-05 Storm Response Includes emergency storm response and storm history. PW CY+2 GC 34090; 2 year minimum requirement State of California Guidelines; Current year plus 2 years for flood records
07-11-06 Drainage Notices PW CY+3 40 CFR 122.41; 5 years after completion for sewage sludge use & disposal, 3 years after completion for other discharge records, including calibration records
40 CFR 503; 3 years for significant leaks or spills
NPDES Permit No. CA0038776 IV. Standard Provisions,
Records; 3 years from date of sample
07-12-00 Traffic Control
07-12-01 General Information & Administration Includes general subject information, reports and reference documents relating to the record group, but not associated with a specific record series already in the group.
DEPT AR Administrative Record; Review annually for relevance to current subject matter or projects, inclusion in an
associated record series, or creation of a new record series. 07-12-02 Improvement Requests Requests from the public for traffic control. DEPT AC+2 GC 34090; 2 year minimum requirement Administrative Decision: Maintain traffic change requests for 2 years after the request is accommodated or denied.
07-12-03 Traffic Surveys / Studies PW AC+2 GC 34090; 2 year minimum requirement State of California Guidelines; Completion of survey plus 2 years
07-12-04 Sign / Signal Maintenance PW CY+2 GC 34090; 2 year minimum requirement State of California Guidelines; Current year plus 2 years for lighting maintenance and work orders.
07-12-05 Sign / Signal Inventory Includes system inventory, manuals and installation records.
PW S+2 GC 34090; 2 year minimum requirement
State of California Guidelines; 2 years after superseded for traffic control light inventories
™ UFIRST trademarked in 1999 and © Citations and Legal Basis copyrighted in 2023 by Records Control Services, Inc. All rights reserved.
F.2.b
Packet Pg. 55
Attachment: Exhibit A to Resolution - Records Retention Schedule (3736 : Updated Records Retention Schedule) City of Orinda
Records Retention Schedules and UFIRST
Draft: 10/8/2025
Page: 30
07-00-00 PUBLIC WORKS
Legend:
Series Code Series Name Description Office of
Record
Special
Attributes
Total
Retention
Legal Basis and Citations ©
AA - After Audit, AC - After Completion/Closure, ACT - While Active, AE - After Expiration, AFP - After Final Payment, AP - After Approval, AR - Review Annually, AT - After Termination, C - Confidential, CM - Current Month, CY - Current Year, EL - Electronic Media, EY - Event Year, H - Historical, IND - Indefinite, LOB/LOV/LOI/LOS - Life of Board, Building, Vehicle, Improvement or System, MX - Mixed Media (PA and EL), P - Permanent, PA - Paper Media, S - After Superseded, V - Vital, +[Number] - Plus Years or Months 07-13-00 Transporation
07-13-01 General Information & Administration Includes general subject information, reports and reference documents relating to the record group, but not associated with a specific record series already in the group.
DEPT AR Administrative Record; Review annually for relevance to current subject matter or projects, inclusion in an
associated record series, or creation of a new record series. 07-13-02 LFFA / LMPC / SWAT Includes studies, action plans, impact fees, funding, communications and other planning documents.
PW CY+2, AR GC 34090; 2 year minimum
State of California Guidlines; Administrative Record
07-13-03 School Bus Plan Includes routes and communications. PW CY+2 GC 34090; 2 year minimum requirement CCP 335.1; 2 years for action on injuries caused by neglect.
State of California Guidelines; 2 years plus the current year. 07-13-04 Contra Costa Transportation Authority Includes Countywide plans, growth management, reports, surveys and other Authority provided documents.
PW CY+2, AR GC 34090; 2 year minimum
State of California Guidlines; Administrative Record
™ UFIRST trademarked in 1999 and © Citations and Legal Basis copyrighted in 2023 by Records Control Services, Inc. All rights reserved.
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Attachment: Exhibit A to Resolution - Records Retention Schedule (3736 : Updated Records Retention Schedule) City of Orinda
Record Retention Schedules and UFIRST Index
Draft: 10/8/2025
08-00-00 PARKS & RECREATION
Legend:
Series Code Series Name Description of Documents, As Needed Office of Record
Special
Attributes
Total
Retention
Legal Basis and Citations ©
08-01-00 Recreation Activities
08-01-01 General Information Includes general subject information, reports and reference documents relating to the record group, but not associated with a specific record series already in the group.
City-wide AR Administrative Record; Review annually for relevance to current subject matter or projects, inclusion in an associated record series, or creation of a new record series.
08-01-02 Registration, Emergency & Consent Form Software Used for registration packets for classes and activities. Recreation IND Transitory Record: Maintain indefinitely or until data is transferred to a new tracking system.
08-01-03 Class Proposals Recreation CY+2 GC 34090; 2 year minimum requirement State of California Guidelines; 2 years plus the current year. 08-01-04 Recreation Programs Includes program rules, code of conduct, curriculum, City contact information filed by program. Includes contract classes and camps, Orinda Youth Sports and other
recreation programs.
Recreation CY+2 GC 34090; 2 year minimum requirement
CCP 335.1; 2 years for action on injuries caused by neglect.
State of California Guidelines; 2 years plus the current year. 08-01-05 Program Brochures Brochure listing events and schedules for programs. Recreation CY+2 GC 34090; 2 year minimum requirement State of California Guidelines; Current year plus 2 years 08-01-06 Attendance Records Sign in sheets and rosters, and emergency contact information for programs.
Recreation C CY+4 GC 34090; 2 year minimum requirement
After School Education & Safety Program requires a 4 year retention
08-01-07 Special Events Includes contact information, planning, supply acquisition, staffing, vendor applications and evaluations, outreach, copies of contracts and other event organization information.
Recreation CY+2 GC 34090; 2 year minimum requirement
CCP 335.1; 2 years for action on injuries caused by neglect.
State of California Guidelines; 2 years plus the current year. 08-01-08 Volunteers Includes the application, contact information, waivers, correspondence and any general information about the
volunteer.
Accepted applications:
Denied applications:
Recreation C
AS+4
AC+4
GC 12946; 4 years after completion/position filled
State of California Guidelines; 2 years after
completion/position filled
08-01-09 Instructors Includes contracts and other instructor information. Recreation AS+4 CCP 337.2; Statute of limitations of 4 years CCP 343; Statute of limitations of 4 years
Administrative Decision: Maintain instructor files for 4 years after the instructor separates from the City.
08-01-10 Minor Accident Reports Includes minor scrapes, cuts and bruises. Recreation CY+2 GC 34090; 2 year minimum requirement CCP 335.1; 2 years for action on injuries caused by neglect.
State of California Guidelines; 2 years plus the current year. 08-01-11 Art in Public Places Program Includes agreements and working papers for shared artwork, purchases, donations and other public art.
Recreation AC+4 CCP 337.2; Statute of limitations of 4 years CCP 343; Statute of limitations of 4 years
48 CFR 4.703; 3 years after final payment
48 CFR 4.705 et. seq; 4 years for contractor related records 08-01-12 Evaluation Surveys Use SurveyMonkey for evaluations. Recreation CY+2 GC 34090; 2 year minimum requirement 08-02-00 Facilities, Parks & Trails
AA - After Audit, AC - After Completion/Closure, ACT - While Active, AE - After Expiration, AFP - After Final Payment, AP - After Approval, AR - Review Annually, AT - After Termination, C - Confidential, CM - Current Month, CY - Current Year, EL - Electronic Media, EY - Event Year, H - Historical, IND - Indefinite, LOB/LOV/LOI/LOS - Life of Board, Building, Vehicle, Improvement or System, MX - Mixed Media (PA and EL), P - Permanent, PA - Paper Media, S - After Superseded, V - Vital, +[Number] - Plus Years or Months ™ UFIRST trademarked by Records Control Services, Inc. 1999. © Citations and Legal Basis copyrighted by Records Control Services, Inc. 2023. All rights reserved.
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Attachment: Exhibit A to Resolution - Records Retention Schedule (3736 : Updated Records Retention Schedule) City of Orinda
Record Retention Schedules and UFIRST Index
Draft: 10/8/2025
08-00-00 PARKS & RECREATION
Legend:
Series Code Series Name Description of Documents, As Needed Office of Record
Special
Attributes
Total
Retention
Legal Basis and Citations ©
AA - After Audit, AC - After Completion/Closure, ACT - While Active, AE - After Expiration, AFP - After Final Payment, AP - After Approval, AR - Review Annually, AT - After Termination, C - Confidential, CM - Current Month, CY - Current Year, EL - Electronic Media, EY - Event Year, H - Historical, IND - Indefinite, LOB/LOV/LOI/LOS - Life of Board, Building, Vehicle, Improvement or System, MX - Mixed Media (PA and EL), P - Permanent, PA - Paper Media, S - After Superseded, V - Vital, +[Number] - Plus Years or Months 08-02-01 General Information Includes general subject information, reports and reference documents relating to the record group, but not associated with a specific record series already in the group.
City-wide AR Administrative Record; Review annually for relevance to current subject matter or projects, inclusion in an associated record series, or creation of a new record series.
08-02-02 Rental Agreements Includes applications, proof of non-profit status, rosters/member lists, proof of insurance and other rental documents for picnic, fields, gym, tennis courts, room rentals and other facility rentals.
Recreation AC+4 CCP 337.2; Statutes of limitations
CCP 343; Statutes of limitations
08-02-03 Facility Permits Includes health certificates, hazardous materials and other permits for facility operations.
Recreation AE+2 GC 34090; 2 year minimum requirement
State of California Guidlines; Current year plus 2 years for municipal facility rental / use permits
08-02-04 Parks District History May have longer research/historic value. Recreation H CY+2 GC 34090; 2 year minimum requirement Administrative Decision: Maintain park district history for historical reference.
08-02-05 Grants Includes small and medium sized grants received from local foundations and other sources.
Recreation AFP+5 * 29 CFR 97.36(i)(11); 3 years after final payment 29 CFR 97.42(b); 3 years after final payment
2 CFR 200.334; 3 years after final expenditure report for federal grants
24 CFR 570.502(a)(7)(i)(a); Deeds/CDBG activities, 4 years after closure of loan
State of California Guidelines; 5 years after grant closure. * State recommends referring to grant application close-out procedures, if any.
08-02-06 Security Camera Footage PD 1 Year
(Rotating)
GC 34090.6; 1 year. * If a claim is filed or pending litigation, retain with the case file.
GC 34090.8; New recording systems must be capable of a
minimum of 1 year video storage.
State of California Guidelines; 180 days for audio, telephone and radio communication tapes, with exceptions of
recordings pertaining to GC 34090.6.
PC 832.7(b)(8)(c); 180 days after discovery, or 30 days after closure of case, to release records as part of a PRA, use of force.
08-03-00 Senior Services
08-03-01 General Information Includes general subject information, reports and reference documents relating to the record group, but not associated with a specific record series already in the group.
City-wide AR Administrative Record; Review annually for relevance to current subject matter or projects, inclusion in an associated record series, or creation of a new record series.
08-03-02 Senior Advisory Group Recreation CY+2 GC 34090; 2 year minimum requirement State of California Guidelines; Maintain for the Current Year plus 2 years
™ UFIRST trademarked by Records Control Services, Inc. 1999. © Citations and Legal Basis copyrighted by Records Control Services, Inc. 2023. All rights reserved.
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Attachment: Exhibit A to Resolution - Records Retention Schedule (3736 : Updated Records Retention Schedule) City of Orinda
Record Retention Schedules and UFIRST Index
Draft: 10/8/2025
08-00-00 PARKS & RECREATION
Legend:
Series Code Series Name Description of Documents, As Needed Office of Record
Special
Attributes
Total
Retention
Legal Basis and Citations ©
AA - After Audit, AC - After Completion/Closure, ACT - While Active, AE - After Expiration, AFP - After Final Payment, AP - After Approval, AR - Review Annually, AT - After Termination, C - Confidential, CM - Current Month, CY - Current Year, EL - Electronic Media, EY - Event Year, H - Historical, IND - Indefinite, LOB/LOV/LOI/LOS - Life of Board, Building, Vehicle, Improvement or System, MX - Mixed Media (PA and EL), P - Permanent, PA - Paper Media, S - After Superseded, V - Vital, +[Number] - Plus Years or Months 08-03-03 Senior Special Programs Trips and activities specifically for seniors. Recreation CY+2 GC 34090; 2 year minimum requirement CCP 335.1; 2 years for action on injuries caused by neglect.
State of California Guidelines; 2 years plus the current year. 08-04-00 Teen Advisory Council
08-04-01 General Information Includes general subject information, reports and reference documents relating to the record group, but not associated with a specific record series already in the group.
City-wide AR Administrative Record; Review annually for relevance to current subject matter or projects, inclusion in an associated record series, or creation of a new record series.
08-04-02 Agendas/Agenda Packets Operated as a recreation program. Not a Brown Act body. Recreation CY+2 GC 34090; 2 year minimum requirement State of California Guidelines; Maintain for the Current Year plus 2 years
™ UFIRST trademarked by Records Control Services, Inc. 1999. © Citations and Legal Basis copyrighted by Records Control Services, Inc. 2023. All rights reserved.
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Attachment: Exhibit A to Resolution - Records Retention Schedule (3736 : Updated Records Retention Schedule) City Council
Staff Report
Agenda Item: F.3
Date: October 21, 2025
Department: Planning Department
AGENDA TITLE: Housing Element Implementation – Ordinance 25-04, Ordinance 25- 05, Resolution 52-25(A), and Resolution 52-25(B), Regarding Amendments to the General Plan and Zoning, and Adoption of Objective Design Standards RECOMMENDATION:
Take the following actions:
1) For Housing Element Sites outside the Downtown:
a) Waive the full reading and adopt Ordinance 25-04.
b) Adopt Resolution 52-25A.
2) For Housing Element Sites within the Downtown:
a) Waive the full reading and adopt Ordinance 25-05.
b) Adopt Resolution 52-25B.
BACKGROUND:
On September 30, 2025, the City Council held a special meeting and public hearing to consider amendments to its General Plan and changes to its zoning to comply with its certified Housing Element. The changes considered included:
1. A draft Resolution 52-25(A), Amending the General Plan Land Use Chapter and General Plan Map to Create Two New Land Use Designations, “Residential High-Density Multi-Family” and “Residential Very High-Density Multifamily,” for the 6th Cycle Housing Element; and
2. Introducing Ordinance 25-04, Amending Title 17 of the Orinda Municipal Code (Zoning) and Amending the Zoning Map for 5 Opportunity Sites Identified in the 6th Cycle Housing Element Sites Inventory; and
3. A draft Resolution 52-25(B), Amending the General Plan Land Use Chapter and General Plan Map to Create Two New Land Use Designations, “Downtown – Core” and “Downtown – General,” for the 6th Cycle Housing Element; and
4. Introducing Ordinance 25-05, Amending Title 17 of the Orinda Municipal Code (Zoning) and Amending the Zoning Map for 26 Downtown Sites Identified in the 6th Cycle Housing Element Sites Inventory.
The City Council, with the Mayor recusing herself from items 1 and 2 above, waived a full reading for both ordinances, introduced Ordinance 25-04 with no modifications, and introduced Ordinance 25-05 as amended by Staff within the September 29 Late Correspondence and directed Staff to bring back for adoption the two proposed resolutions amending the General Plan.
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The proposed General Plan amendments to the Land Use Chapter include the introduction of four new land use designations in support of the proposed rezonings, amendments to Title 17, Zoning, of the Orinda Municipal Code (OMC), and adoption of the Objective Design Standards for Multifamily Residential Housing in the Downtown Core and Downtown General Zoning Districts. OMC Title 17 and Zoning Map amendments include the establishment of five new zoning districts and their associated regulations, as well as clarifying edits to sections regulating development in the existing Downtown Commercial and Downtown General Zoning districts.
DISCUSSION:
Resolution 52-25(A), Ordinance 25-04, Resolution 52-25(B), and Ordinance 25-05 (Attachments A through D) are on this agenda for the second reading of each ordinance and consideration of adoption of each ordinance and resolution. The Objective Design Standards for Multifamily Residential Housing in the Downtown Core and Downtown General Zoning Districts (Attachment E) would be adopted by reference by Ordinance 25-05.
The Staff Report and agenda item materials from September 30, 2025, City Council Meeting are attached by weblink (Attachment F) to provide an overview of the ordinances and resolutions.
FISCAL IMPACT:
None.
ATTACHMENTS:
A. Resolution 52-25(A) Amending the General Plan Land Use Chapter and General Plan Map
B. Ordinance 25-04 Amending Title 17 of the Orinda Municipal Code (Zoning) and Amending the Zoning Map for 5 Opportunity Sites Identified in the 6th Cycle Housing Element Sites Inventory
C. Resolution 52-25(B) Amending the General Plan Land Use Chapter and General Plan Map
D. Ordinance 25-05 Amending Title 17 of the Orinda Municipal Code (Zoning) and Amending the Zoning Map for 26 Downtown Sites Identified in the 6th Cycle Housing Element Sites Inventory
E. Downtown Objective Design Standards for Multifamily Residential Housing F. September 30, 2025 City Council Staff Report and Meeting Materials Respectfully Submitted by:
Lashun Cross
Planning Director
Prepared By: Darin Hughes, Associate Planner
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Approved by:
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RESOLUTION NO. 52-25(A)
A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF ORINDA
AMENDING THE GENERAL PLAN LAND USE CHAPTER AND GENERAL PLAN MAP TO CREATE TWO NEW LAND USE DESIGNATIONS, “RESIDENTIAL HIGHDENSITY MULTI-FAMILY” AND “RESIDENTIAL VERY HIGH-DENSITY MULTIFAMILY,” FOR THE 6TH CYCLE HOUSING ELEMENT WHEREAS, on January 31, 2023, the City Council adopted the 6th Cycle Housing Element (“Housing Element”); and
WHEREAS, on March 30, 2023, the California Department of Housing and Community Development (“HCD”) found the Housing Element to be in full compliance with State Housing Element Law; and
WHEREAS, the Housing Element contains an inventory of land suitable for residential development, referred to as the sites inventory; and WHEREAS, the Housing Element’s sites inventory identified five opportunity sites outside of downtown (“opportunity sites”); and
WHEREAS, the five opportunity sites are identified as Site # C-2, C-3, C-4, S-1, and G-4 in the Housing Element; and
WHEREAS, an undeveloped portion of each opportunity site is proposed to be rezoned to allow for high-density residential development; and WHEREAS, two new General Plan land use designations, “Residential - High-Density Multi-Family”, and “Residential – Very High-Density Multi-Family,” will be created for the opportunity sites; and
WHEREAS, Site # C-2, C-3, and C-4 are church sites located at 433 Moraga Way, 451 Moraga Way, and 501 Moraga Way, currently designated “Residential – Low-Density, Single-Family” in the City’s General Plan; and WHEREAS, Site # S-1 is the Miramonte High School site at 750 Moraga Way, currently designed “Public and Semipublic” and “Open Space” in the General Plan; and
WHEREAS, a portion of Site # C-2, C-3, C-4, and S-1 are proposed to be designated “Residential – High-Density Multi-Family” in the General Plan; and WHEREAS, Site # G-4 is part of the Caltrans right-of-way, currently designated “Public and Semipublic” in the General Plan; and F.3.a
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Attachment: Resolution 52-25(A) Amending the General Plan Land Use Chapter and General Plan Map (3733 : Adoption of Housing Element Resolution 52-25(A)
2 WHEREAS, Site # G-4 is proposed to be designated “Residential – Very High-Density Multi-Family” in the General Plan; and
WHEREAS, Housing Element Action 1.B (Housing Opportunity Sites), Action 1.C (Caltrans Gateway Site Development), and Action 1.D (Residential Zoning Districts and Land Use Designation) require the General Plan Amendments to be completed prior to May 31, 2026; and
WHEREAS, state law requires consistency between the City’s General Plan and Zoning Ordinance; and
WHEREAS, the City complied with all applicable procedural, notice, and tribal consultation requirements in state law; and
WHEREAS, with the approval of Resolution 13-25 on March 18, 2025, the City Council certified a Revised Final Environmental Impact Report (“RFEIR”) for Plan Orinda, which analyzed the impacts of the 6th Cycle Housing Element, Downtown Precise Plan (rescinded), Safety Element update, and implementing actions. The zoning changes contained in Ordinance 25-04 and the following General Plan amendments, are within the scope of Plan Orinda and were fully evaluated in the related environmental review documents (together, “Program EIR”) adopted for Plan Orinda; and
WHEREAS, the Program EIR addresses all requirements of CEQA for the zoning changes contained in Ordinance 25-04 and the following General Plan amendments, including the analysis of significant impacts, cumulatively considerable contributions, and feasible mitigation measures of Plan Orinda; and WHEREAS, with the approval of Resolution 13-25 on March 18, 2025, the City Council also adopted California Environmental Quality Act (“CEQA”) findings, a Statement of Overriding Considerations, and a Mitigation Monitoring and Reporting Program (“MMRP”) that includes all feasible mitigation measures identified in the Program EIR; and
WHEREAS, a Notice of Determination (NOD) was filed on March 20, 2025 with the Contra Costa County Clerk, in compliance CEQA, documenting that, with the approval of Resolution 13-25 on March 18, 2025, the City Council: (1) Certified the Plan Orinda RFEIR, which analyzed the impacts of the 6th Cycle Housing Element, Downtown Precise Plan (rescinded), Safety Element Update, and implementing actions, and concluded that the project would result in significant and unavoidable environmental effects; and (2) Adopted a Statement of Overriding Considerations and an MMRP based on the environmental impacts of the project as analyzed in the RFEIR; and
WHEREAS, the zoning changes contained in Ordinance 25-04 and the following General Plan amendments, do not have any environmental effects not EXHIBIT A F.3.a
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Attachment: Resolution 52-25(A) Amending the General Plan Land Use Chapter and General Plan Map (3733 : Adoption of Housing Element Resolution 52-25(A)
3 already fully examined in the Program EIR, including in the RFEIR, or projectspecific significant effects peculiar to the project or the site that were not fully analyzed in the Program EIR, including potentially significant off-site or cumulative impacts; and
WHEREAS, the zoning changes contained in Ordinance 25-04 and the following General Plan amendments, are part of the project analyzed in the Program EIR and do not involve any changes in the project or project circumstances that might require revisions to the Program EIR, nor are there any substantial changes or other new information that might require revisions to the Program EIR; and WHEREAS, the zoning changes contained in Ordinance 25-04 and the following General Plan amendments, do not require any subsequent review or revisions to the Program EIR for the foregoing reasons; and WHEREAS, mitigation measures incorporated in the MMRP will be undertaken as described in the MMRP and will apply to any development under Plan Orinda, including any development of sites consistent with the zoning changes contained in Ordinance 25-04, which implement the following General Plan amendments; and
WHEREAS, the zoning changes contained in Ordinance 25-04 and the following General Plan amendments, implement the schedule of actions contained in the Orinda 6th Cycle Housing Element and do not allow for construction on natural and protected lands nor the development of a distribution center or oil and gas infrastructure, as defined in Public Resources Code section 21080.085; and WHEREAS, on August 12, 2025, the Planning Commission recommended that the City Council approve an ordinance amending portions of Title 17 of the Orinda Municipal Code and the Zoning Map as well as a resolution amending the General Plan Land Use Chapter and the General Plan Map; and
WHEREAS, on ____________, at a public hearing noticed consistent with state law, the City Council took testimony, discussed the issues, and considered all the written and oral evidence presented at the public hearing in making its decision.
NOW, THEREFORE, BE IT RESOLVED that the City Council of the City of Orinda does hereby approve the attached amendments to the General Plan Land Use Chapter and amendments to the General Plan Land Use Map.
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Attachment: Resolution 52-25(A) Amending the General Plan Land Use Chapter and General Plan Map (3733 : Adoption of Housing Element Resolution 52-25(A)
4 Adopted by the City Council of the City of Orinda at a regular meeting on __________ by the following vote:
AYES: COUNCILMEMBERS:
NOES: COUNCILMEMBERS:
ABSENT: COUNCILMEMBERS:
ABSTAIN: COUNCILMEMBERS:
__________________________________
Brandyn Iverson, Vice Mayor
ATTEST:
__________________________________
Sheri Marie Smith, City Clerk
Exhibit A: Redline document showing changes to General Plan Land Use Chapter Exhibit B: General Plan Map Insets showing sites designated Residential – HighDensity or Residential - Very High-Density 1940824.2
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Attachment: Resolution 52-25(A) Amending the General Plan Land Use Chapter and General Plan Map (3733 : Adoption of Housing Element
1. Add the following two classifications to “2.1 Land Use Element: Land Use Classifications” (alphabetically):
Residential – High-Density Multi-Family: This classification allows multi-family residential development, such as apartments, townhomes, and condominiums with a minimum density of 20 units per acre and a maximum density of 25 units per acre.
Residential – Very High-Density Multi-Family: This classification allows multi-family residential development, such as apartments, townhomes, and condominiums with a minimum density of 20 units per acre and a maximum density of 40 units per acre.
2. Add the following implementing policy to “2.1.2 Land Use: Implementing Policies” and adjust the numbering of the ensuing implementing policies accordingly:
D. Medium, High and Very High Density: Maintain zoning and other regulations that permit multi-family housing with minimum and maximum densities as described in this Land Use Element and consistent with the Housing Element.
EXHIBIT A
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Attachment: Resolution 52-25(A) Amending the General Plan Land Use Chapter and General Plan Map (3733 : Adoption of Housing Element FIGURE 2B: RESIDENTIAL: HIGH-DENSITY INSETS
City of Orinda General Plan
Land Use Classifications
PARCEL A
58 PM 22
APN 270-302-006 /14#)#9#;
14%*#4&4&
APN 270-290-028
DOC NO. 2020-0215131
/14#)#9#;
1#-
&4
/14#)#9#;
*#..&4
91 LSM 34
APN 270-160-007
542 M 3
APN 271-120-006
109 LSM 39
/14#)#9#;
+8;&4
.#8'0+&#
&4
EXHIBIT B
F
Packet P
FIGURE 2C: RESIDENTIAL: VERY HIGH-DENSITY INSET
City of Orinda General Plan
Land Use Classifications
9+.&'44&
54Ä
APN 265-160-017
APN 273-160-009
9+.&'44&
EXHIBIT B
F
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BEFORE THE CITY COUNCIL OF THE CITY OF ORINDA
In the Matter of: Ordinance 25-04
An Ordinance Amending Title 17 of the
Orinda Municipal Code (Zoning) and
Amending the Zoning Map for 5 Opportunity
Sites Identified in the 6th Cycle Housing
Element Sites Inventory.
The City Council of the City of Orinda DOES ORDAIN as follows:
SECTION 1.
The City Council of the City of Orinda intends, by adopting this ordinance, to amend certain zoning regulations in Title 17 of the Orinda Municipal Code (Zoning). These changes are intended to make the City’s Zoning Code consistent with the adopted 6th Cycle Housing Element of the City’s General Plan and to comply with State and Federal law. The changes include the creation of two new districts: “RH-25” and “RH-40” zoning districts, as well as new development standards for two zoning districts. This ordinance also amends the City’s Zoning Map to apply the new “RH-25” and “RH-40” zoning districts on a portion of five opportunity sites identified in the 6th Cycle Housing Element.
SECTION 2.
The following portions of the Zoning Code are amended and added as specified below and in Attachment A. Attachment A shows additions with double-underlined text and deletions with strike-out text.
Municipal Code Provision Action as shown in Attachment A §17.1.8 Text amended
§17.3.2 Text amended
§17.3.3 Text amended
§17.3.11 Text amended
§17.4.2 Text amended
§17.4.32 Text amended
§17.4.35 New section added
§17.30.11 Text amended
SECTION 3.
The Zoning Map is amended as shown in Attachment B to apply to a portion of five sites located outside of downtown and identified as housing opportunity sites in the 6th Cycle Housing Element:
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Attachment: Ordinance 25-04 Amending Title 17 of the Orinda Municipal Code (Zoning) and Amending the Zoning Map for 5 Opportunity Sites
1. 433 Moraga Way (APN 270-302-006) – “RH-25” zoning applied to a 1.06 acre portion of the 3.22 acre site.
2. 451 Moraga Way (APN 270-290-028) - “RH-25” zoning applied to a 2.24 acre portion of the 4.48 acre site.
3. 501 Moraga Way (APN 270-160-007) - “RH-25” zoning applied to a 1.63 acre portion of the 4.94 acre site.
4. 750 Moraga Way (APN 271-120-006) - “RH-25” zoning applied to a 9.35 acre portion of the 51.95 acre site.
5. Caltrans Right-of-Way (adjacent to Highway-24, Wilder Road westbound exit) - “RH-40” zoning applied to a 5.00 acre portion of the Caltrans right-of-way.
SECTION 4.
If any section, subsection, subdivision, paragraph, sentence, clause or phrase of this ordinance is for any reason held to be invalid, such a decision shall not affect the validity of the remaining portions of this ordinance. The City Council hereby declares that it would have passed each section, subsection, subdivision, paragraph, sentence, clause or phrase of this ordinance irrespective of the invalidity of any section, subsection, subdivision, paragraph, sentence, clause or phrase.
SECTION 5.
This ordinance is consistent with the Orinda General Plan, including the relevant development densities described in the Housing Element. This ordinance is necessary to implement the Orinda Housing Element and is part of Plan Orinda.
SECTION 6.
The City Council finds that this ordinance is necessary to implement the Orinda Housing Element, which is part of Plan Orinda, and not subject to any requirement for additional review under the California Environmental Quality Act (“CEQA”). On March 18, 2025, the City Council adopted the Revised Final Environmental Impact Report (“RFEIR”) for Plan Orinda via Resolution No. 13-25. The zoning changes contained in this ordinance are within the scope of Plan Orinda and were fully evaluated in the related environmental review documents (together, “Program EIR”) adopted for Plan Orinda. 14 Cal. Code Regs (“CCR”) §§ 15163, 15168. The Program EIR addresses all requirements of CEQA for this ordinance, including the analysis of significant impacts, cumulatively considerable contributions, and feasible mitigation measures of Plan Orinda. On March 18, 2025, the Council also adopted Resolution No. 13-25 containing CEQA findings and a statement of overriding considerations for the Orinda Housing Element based on substantial evidence. Id. § 15183.
The zoning changes contained in this ordinance do not have any environmental effects not already fully examined in the Program EIR, including in the RFEIR (id. § 15168) or project-specific significant effects peculiar to the project or the site that were not fully analyzed in the Program EIR, including potentially significant off-site or cumulative impacts (id. § 15183). Consequently, the zoning changes contained in this ordinance do not require any subsequent review or revisions to the Program EIR. The zoning F.3.b
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Attachment: Ordinance 25-04 Amending Title 17 of the Orinda Municipal Code (Zoning) and Amending the Zoning Map for 5 Opportunity Sites
changes contained in this ordinance are part of the project analyzed in the Program EIR and do not involve any changes in the project or project circumstances that might require revisions to the Program EIR. Id. § 15162; Pub. Res. Code § 21166. Additionally, there are no substantial changes or new information that might require revisions to the Program EIR. 14 CCR §§ 15168, 15183.
All feasible mitigation identified in the Program EIR has been incorporated in the adopted Mitigation Monitoring and Reporting Program (“MMRP”) via Resolution No. 13-
25. These mitigation measures will apply to any development under Plan Orinda, including any development of sites consistent with the zoning changes contained in this ordinance. Id. §§ 15168, 15183. These mitigation measures will be undertaken as described in the MMRP.
This ordinance is also exempt from CEQA because it contains rezonings that implement the schedule of actions in Plan Orinda, as part of the Orinda Housing Element, and does not allow for construction of a distribution center, oil and gas infrastructure, or any development on natural and protected lands. Public Resources Code § 21080.085.
SECTION 7.
This ordinance becomes effective thirty (30) days after adoption.
SECTION 8.
The City Clerk shall either (a) have this ordinance published once within fifteen (15) days after adoption in a newspaper of general circulation, or (b) have a summary of this ordinance published twice in a newspaper of general circulation, once five (5) days before its adoption and again within fifteen (15) days after adoption.
Following a duly-noticed public hearing, the foregoing ordinance was introduced at a meeting of the City Council of the City of Orinda held on _ ____ and was adopted and ordered published at a regular meeting held on _______ by the following vote:
AYES: COUNCILMEMBERS:
NOES: COUNCILMEMBERS:
ABSENT: COUNCILMEMBERS:
ABSTAIN: COUNCILMEMBERS:
Brandyn Iverson, Vice Mayor
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Attachment: Ordinance 25-04 Amending Title 17 of the Orinda Municipal Code (Zoning) and Amending the Zoning Map for 5 Opportunity Sites
ATTEST:
Sheri Marie Smith, City Clerk
Attachment A: OMC Title 17 Text Amendments
Attachment B: Zoning Map Exhibits – Sites Rezoned to RH-25 and RH-40 1940828.2
F.3.b
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Attachment: Ordinance 25-04 Amending Title 17 of the Orinda Municipal Code (Zoning) and Amending the Zoning Map for 5 Opportunity Sites
1. Municipal Code section 17.1.8 table is amended to add the following base zoning district (alphabetically):
Base District Designator Base District Name Chapter
RH Residential High Density District 3 and 4
2. Municipal Code sections 17.3.2 and 17.3.3 are amended as follows:
17.3.2 Residential district descriptions.
There are nineeleven residential districts in the City of Orinda, as follows.
A. RVL-E (Residential Very Low Density—Estates). The RVL-E district encompasses parcels with a minimum net lot size of ten acres.
B. RVL (Residential Very Low Density). The RVL district encompasses parcels with a minimum net lot size of five acres.
C. RL-40 (Residential Low Density—Forty Thousand square feet). The RL-40 district encompasses parcels with a minimum net lot size of forty thousand (40,000) square feet.
D. RL-20 (Residential Low Density—Twenty Thousand square feet). The RL-20 district encompasses parcels with a minimum net lot size of twenty thousand (20,000) square feet.
E. RL-15 (Residential Low Density—Fifteen thousand square feet). The RL-15 district encompasses parcels with a prescribed net lot size of fifteen thousand (15,000) square feet.
F. RL-12 (Residential Low Density—Twelve thousand square feet). The RL-12 district encompasses parcels with a prescribed net lot size of twelve thousand (12,000) square feet.
G. RL-10 (Residential Low Density—Ten thousand square feet). The RL-10 district encompasses parcels with a prescribed net lot size of ten thousand (10,000) square feet.
H. RL-6 (Residential Low Density—Six thousand square feet). The RL-6 district encompasses parcels with a prescribed net lot size of six thousand (6,000) square feet.
I. RM (Residential Medium Density). The RM district permits a density of no greater than ten units per acre.
J. RH-25 (Residential High Density – Twenty-five dwelling units per acre). The RH-25 district requires a minimum density of twenty units per acre and a maximum density of twenty-five units per acre.
K. RH-40 (Residential High Density – Forty dwelling units per acre). The RH-40 district requires a minimum density of twenty units per acre and a maximum density of forty units per acre.
17.3.3 RVL, RL, and RM, and RH districts—Land use regulations.
A. Permitted Uses. A use in the RVL, RL, or RM, or RH district is permitted with or without a permit as provided in Schedule 17.3.3, entitled "RVL, RL, and RM, and RH Districts—Land Use Regulations." A use classification followed by the letter "P" is a use that is permitted by right and does not require a use permit. A use classification followed by the letter "L" is a permitted use that is subject to certain limitations prescribed under the "Additional Use Regulations" which follow within this chapter. A use classification followed by the letter "U" is a use authorized in a residential district on approval of Attachment A F.3.b
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Attachment: Ordinance 25-04 Amending Title 17 of the Orinda Municipal Code (Zoning) and Amending the Zoning Map for 5 Opportunity Sites a use permit. A use classification followed by the letter "T" is a use permitted on approval of a temporary event permit. Definitions of use appear in Chapter 17.2 of this title.
B. Zoning Administrator Determination. Where a proposed use is not specifically listed on Schedule
17.3.3, entitled "RVL, RL, and RM, and RH Districts—Land Use Regulations," the Zoning Administrator shall make a determination of use classification based upon consideration of activity characteristics of the proposed use.
C. Use Permit for Certain Ancillary Uses. Certain ancillary uses in the RL and RVL districts may require a use permit under Chapter 17.31.
Schedule 17.3.3
RVL, RL, and RM, and RH DISTRICTS—
LAND USE REGULATIONS
P Permitted
U Use Permit Required
L Permitted, but limited by additional objective regulations T Temporary Event Permit
— Not Permitted (Prohibited/Not Applicable)
RVL RL RM RH
Residential Uses
Single-Family Residential P P — —
• Accessory dwelling unit P P P
• Ancillary use not normally associated
with a single-family home; such as garage
structures for more than four cars,
energy generation or similar activities, as
determined by the Zoning Administrator
U U — —
Accessory dwelling unit P P P P
• Large family day care P P P P
• Small family day care P P P P
• Outdoor lighting with height over seven
feet excluding lights attached to
residence, for sports courts, pools or
similar uses as determined by the Zoning
Administrator
U U — —
• Elevated deck U U — L
• Home occupation L L — L
• Keeping of animals L L — —
Multifamily Residential — — L L
Residential Care Facility (2) L L — —
Residential Care, Limited P P P P
Congregate Care — — U U
Transitional and Supportive Housing P P P P
Public and Semi-public Uses
Club or Lodge (1) — U U —
Cultural Institution (1) — U U —
Day Care, General U U U —
Government Office — — U —
Maintenance or Service Facility U U — —
Attachment A F.3.b
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Attachment: Ordinance 25-04 Amending Title 17 of the Orinda Municipal Code (Zoning) and Amending the Zoning Map for 5 Opportunity Sites Park or Recreation Facility U U U —
Public Safety Facility U U U —
Religious Assembly (1) — U U —
School, Public or Private (1) — U U —
Utility, Major (1) U U U —
Utility, Minor P P P —
Agricultural Uses
Animal Husbandry U U — —
Crop Production U — — —
Employee/Farmworker Housing (3) L L — —
Temporary Uses
Temporary events (Chapter 17.37) T T T T
Garage Sales (maximum two per calendar
year per unit)
P P P P
Trailer for Construction or Real Estate
Sales (new home development)
U U U U
Marijuana Uses
Commercial Marijuana Land Uses — — — —
Outdoor marijuana cultivation — — — —
(1) May only be considered if property has frontage on an arterial or collector street. (2) Must demonstrate compliance with state law and license to operate facility. (3) Employee and farmworker housing that serves 6 (six) or fewer persons.
3. Municipal Code section 17.3.11 is amended as follows:
17.3.11 Multifamily housing.
To the extent allowed by state law, Mmultifamily dwellings in the RM and RH districts shall comply, as applicable, with the design review standards in section 17.30.11, the multifamily property development standards in section 17.4.2, and the multifamily development standards in section 17.4.32, and the Residential High Density development standards in section 17.4.35.
4. Municipal Code section 17.4.2 is amended as follows:
17.4.2 RVL, RL, and RM, and RH Districts—Property development regulations.
Schedule 17.4.2 entitled "Residential Property Development Standards" (found at the end of this section) prescribes certain base restrictions on improvements in residential districts, which districts are described in Section 17.3.2. These development standards and other limitations elsewhere in this chapter are not entitlements and may be modified (i.e., reduced, if for height, and increased, if for setback) as a condition of approval by the reviewing body if discretionary review of the proposed improvement is otherwise required by this title. In addition, lot formation and reconfiguration are subject to the provisions of Chapter 17.7 (Residential Minimum Lot Size) and Chapter 17.20 (Lot Line Adjustments) of this title.
Schedule 17.4.2 (A)
SINGLE FAMILY RESIDENTIAL PROPERTY DEVELOPMENT STANDARDS Attachment A F.3.b
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Attachment: Ordinance 25-04 Amending Title 17 of the Orinda Municipal Code (Zoning) and Amending the Zoning Map for 5 Opportunity Sites 1 The Front, Side and Rear Yard Setback may, at the applicant's discretion, be measured from the edge of the existing paved roadway rather than from the property line (i.e., the right-of-way boundary), provided the resulting setback measures no less than fifteen (15) feet from the property line with street frontage. 2 The Total (Combined) Side Yard Setback is the combination of both Side Yard Setbacks. The Total (Combined) Side Yard Setback requirement shall not apply to those portions of the property located more than 50 feet from the front property line.
Schedule 17.4.2 (B)
MULTIFAMILY RESIDENTIAL PROPERTY DEVELOPMENT STANDARDS
Zoning District: RM SH-Overlay (of
RM Base
District)
HD- Overlay (of
base RM
District)
RH-25 RH-40
Minimum
Density (du/ac)
N/A N/A N/A 20 20
Maximum
Density (du/ac)
10 38 20 unless
otherwise
specified
25 40
Prescribed Lot
Area (square feet,
or as noted)
20,000 See RM See RM Minimum
22,500
Minimum
22,500
Minimum Yard
Setbacks (feet)
Zoning District: RVL-E RVL RL-40 RL-20 RL-15 RL-12 RL-10 RL-6 Minimum Front Lot Width
(feet)
350 250 140 120 100 100 80 60
Minimum Front Lot Depth
(feet)
400 200 140 120 100 100 90 90
Minimum Yard Setbacks
(feet)
• Front Yard1 25 25 25 25 20 20 20 20
• Side Yard 50 50 15 15 10 10 10 5
• Total (Combined) Side
Yard2
100 100 40 35 25 25 20 15
• Rear Yard 25 25 15 15 10 10 10 5
• Side and Rear Yard
with Street Frontage1
25 25 25 25 20 20 20 20
Maximum Building Height
(feet)
27 27 27 27 27 27 27 27
Maximum Building Height
(stories)
2 ½ 2 ½ 2 ½ 2 ½ 2 ½ 2 ½ 2 ½ 2 ½
Maximum Aggregate
Building Height (feet)
35 35 35 35 35 35 35 35
Attachment A F.3.b
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Attachment: Ordinance 25-04 Amending Title 17 of the Orinda Municipal Code (Zoning) and Amending the Zoning Map for 5 Opportunity Sites Zoning District: RM SH-Overlay (of
RM Base
District)
HD- Overlay (of
base RM
District)
RH-25 RH-40
• Front Yard1 15 10 See RM 15 15
• Side Yard 10 10 See RM 10 10
• Total
(Combined) Side
Yard
20 N/A See RM 20 20
• Rear Yard 10 10 See RM 10 10
• Side and Rear
Yard with Street
Frontage1
15 20 ft from face
of curb
See RM 15 ft from face
of curb
15 ft from face
of curb
Building
Projection
Per 17.4.18 Per 17.4.18 See RM Per 17.4.18 Per 17.4.18
Maximum
Building Height
(feet)
27 Per closest
Residential or
Downtown
District
See RM 36 50
Maximum
Building Height
(stories)
2 ½ Per closest
Residential or
Downtown
District
See RM 3 5
Maximum
Aggregate
Building Height
(feet)
35 Per closest
Residential or
Downtown
District
See RM N/A N/A
Building Plane
Line
N/A Per 17.4.33.K N/A Per 17.4.35(K) Per 17.4.35(K)
Building
Separation
N/A Per 17.4.33.M N/A As required by
Building Code.
As required by
Building Code.
Parking Per 17.16 Per 17.16 Per 17.16 Per 17.16 Per 17.16) Min Private Open
Space
150 sf per unit
per 17.4.32(C)
See RM See RM 150 150
Min Shared Open
Space
100 sf/unit per
17.4.32(C)
100 sf/unit per
17.4.33(C)
100 sf /unit per
17.4.34(F)
100 sf /unit per
17.4.35(C)
100 sf /unit per
17.4.35(C)
Min Private
Storage Space
30 cubic feet
/unit per
17.4.32(E)
See RM See RM N/A N/A
Boat and Trailer
Storage
Per 17.4.32(F) See RM — — —
Min Laundry
Facilities
If shared, 1
washer/ 5 units
per 17.4.32(G)
If shared, 1
washer/ 15
units per
17.4.33(D)
If shared, 1
washer/ 15
units per
17.4.34(G)
If shared, 1
washer /15
units per
17.4.35(G)
If shared, 1
washer /15
units per
17.4.35(G)
Lighting and
Security
Per 17.4.32(H) Per 17.4.33(E) Per 17.4.34(H) Per 17.4.35(E) Per 17.4.35(E) Attachment A F.3.b
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Attachment: Ordinance 25-04 Amending Title 17 of the Orinda Municipal Code (Zoning) and Amending the Zoning Map for 5 Opportunity Sites Zoning District: RM SH-Overlay (of
RM Base
District)
HD- Overlay (of
base RM
District)
RH-25 RH-40
Landscaping Per 17.4.32(I) Per 17.4.33(F) Per 17.4.34(I) Per 17.4.35(F) Per 17.4.35(F) Trash Enclosures Per 17.4.32(L) Per 17.4.33(N) 17.4.34(J) Per 17.4.35(N) Per 17.4.35(N) Gathering Rooms
for 8 or more
units
30 sf/unit per
17.4.32(M)
10 sf/ unit per
17.4.33(O)
See RM 10 sf/unit per
17.4.35(O)
10 sf/unit per
17.4.35(O)
Direct Pedestrian
Access
N/A Direct access
per 17.4.33(P)
N/A Direct access
per 17.4.35(N)
Direct access
per 17.4.35(N)
Mechanical
Equipment
Not specified. Screening per
17.4.33(Q)
Screening per
17.4.34(K)
Screening per
17.4.35(Q)
Screening per
17.4.35(Q)
1 The Front, Side and Rear Yard Setback may, at the applicant's discretion, be measured from the edge of the existing paved roadway rather than from the property line (i.e., the right-of-way boundary), provided the resulting setback measures no less than fifteen (15) feet from the property line with street frontage.
Section 17.4.2 Graphic
Front, Side and Rear Yards with Street Frontage
5. Municipal Code section 17.4.32 is amended as follows:
17.4.32 Residential multifamily development standards.
The following supplemental regulations shall apply to multifamily residential development in the RM (Residential Multifamily) District:
A. Purpose. The intent of these regulations is to prescribe reasonable standards for multifamily residential development in addition to other applicable city ordinances.
Attachment A F.3.b
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Attachment: Ordinance 25-04 Amending Title 17 of the Orinda Municipal Code (Zoning) and Amending the Zoning Map for 5 Opportunity Sites B. Off-Street Parking. Parking spaces for each dwelling unit shall be provided consistent with the requirements of Chapter 17.16 of this title. Visitor parking shall be uniformly distributed throughout the development. All visitor spaces shall be permanently marked as visitor spaces.
C. Private Open Space. Each condominium and townhome unit shall have at least one appurtenant private patio, deck, balcony, atrium or other outdoor private area contiguous to the unit in a single, undivided area of not less than one hundred fifty (150) square feet.
D. Shared Open Space. An outdoor common area of at least one hundred (100) square feet per unit shall be provided for outdoor active and passive group recreation. Such common areas shall not include driveways, parking areas or required front or corner side yards.
E. Private Storage Space. Each unit within the project shall have at least thirty (30) cubic feet of enclosed, weatherproofed and lockable storage space at a single location.
F. Boat and Trailer Storage. Boat, trailer and recreational vehicle storage shall be limited as described in Section 17.4.29, unless such vehicles are prohibited by restrictive covenants.
G. Laundry Facilities. Adequate laundry facilities shall be provided by:
1. Constructing a laundry room with the equivalent of one standard washing machine for each five dwelling units and an equivalent capacity in automatic clothes dryers; or
2. Provide properly designed and plumbed areas within each dwelling unit for washing and drying clothes.
H. Lighting and Security. Night and security lighting and security measures shall be provided as necessary to ensure safe and convenient access and use of multifamily residential facilities.
I. Landscaping. All multifamily residential development shall include landscape plans which provide for substantial front yard landscape screening and, as appropriate, side and rear yard landscaping.
Landscaping shall blend with the design of the development and enhance the visual quality of the streetscape, and to help achieve design consistency with the character of the neighborhood.
J. Permitted Density. Density limits for multifamily housing shall not exceed the density limitations as established by the general plan land use designation for the property. Density bonuses for affordable or senior housing shall also be as established by the general plan and applicable state housing law.
K. Height Limits and Setbacks. Yard setback and height limits shall be established by condition of land use permit approval. In no instance shall permitted building heights exceed twenty-five (25) feet.
L.K. Trash Enclosures. Trash enclosures shall be located conveniently for residents, and out of vehicular circulation areas. Trash enclosures may not be located within five feet of side or rear property lines or within the conditionally established front yard setback for the principal structure(s). Trash enclosures shall be of a design which is compatible with the development.
M.L. Gathering Rooms. Where eight or more units are proposed, and in addition to the above requirements, special consideration shall be given to providing adequate gathering rooms or locations for facility residents, based on a requirement of at least thirty (30) square feet per living unit. Areas devoted to kitchen areas and restrooms in such community facilities shall not count toward meeting this requirement.
6. Municipal Code Chapter 17.4 is amended to add section 17.4.35 as follows:
17.4.35 Residential High Density (RH) development standards.
A. Allowed by right. Multifamily Housing Facilities, as defined in section 17.2.3, are allowed by right in the RH districts subject to the design review requirements of Chapter 17.30, the development standards of this section, and other applicable city ordinances to the extent permitted by state law.
Attachment A F.3.b
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Attachment: Ordinance 25-04 Amending Title 17 of the Orinda Municipal Code (Zoning) and Amending the Zoning Map for 5 Opportunity Sites B. Off-Street Parking. Parking spaces for each dwelling unit shall be provided consistent with the requirements of Chapter 17.16 of this title.
C. Shared Open Space. Outdoor common area(s) of at least one hundred (100) square feet per dwelling unit shall be provided for active and passive group recreation. Each outdoor area shall have a dimension no less than eight feet and shall not include driveways, parking areas, or required street fronting yards.
D. Laundry Facilities. Adequate laundry facilities shall be provided by:
1. Constructing a laundry room with the equivalent of one standard washing machine for each fifteen (15) dwelling units and an equivalent capacity in automatic clothes dryers; or
2. Providing properly-designed and plumbed areas within each dwelling unit for washing and drying clothes.
E. Lighting and Security. Night and security lighting and security measures shall be provided as necessary to ensure safe and convenient access. All outdoor lighting shall be shielded to prevent glare and outdoor light fixtures more than three feet above the ground shall be shielded to prevent direct illumination off-site.
F. Landscaping. All development shall include landscape plans as required in Chapter 17.17 of this title. In addition, landscaping shall provide substantial landscape screening from off-site vantage points and, as appropriate, side and rear yard landscaping. Landscaping shall blend with the design of the development and enhance the visual quality of the streetscape, and help to achieve design consistency with the character of the neighborhood.
G. Permitted Density. Multifamily housing in the RH districts shall comply with the minimum and maximum density requirements described in Schedule 17.4.2 (B) H. Story Limit. The maximum number of stories shall be as described in Schedule 17.4.2 (B).
I. Building Height Limit. The maximum building height shall be as described in Schedule 17.4.2 (B).
J. Building Setbacks. Buildings shall meet the minimum setback requirements described in Schedule
17.4.2 (B).
K. Building Plane Line. No portion of a building shall project beyond the building plane line. The building plane line for facades with street frontage is a plumb line drawn twenty-seven (27) feet high at the setback line then inward on the lot at a forty-five (45) degree angle to the maximum building height. At interior property lines the building plane line is a plumb line forty (40) feet high at the setback line then inward on the lot at a forty-five (45) degree angle. For purposes of this requirement, the vertical measurements are taken from finish grade.
L. Building Projections. Projections described permitted in section 17.4.18 also apply to the building setbacks and building plane line of this section.
M. Building Separation. Buildings shall comply with the minimum separation requirements in the Building Code.
N. Trash Enclosures. Trash and recycling enclosures shall be located conveniently for residents, and out of vehicular circulation areas. Trash and recycling enclosures may not be located within five feet of interior property lines or within the street fronting setbacks. Trash and recycling enclosures shall be of a design which is compatible with the development.
O. Gathering Rooms. Projects with eight or more units shall include adequate gathering rooms or locations for facility residents, based on a requirement of at least ten square feet per dwelling unit.
Areas devoted to kitchen areas and restrooms in such community facilities shall not count toward meeting this requirement.
P. Pedestrian access. Direct pedestrian access to abutting public streets and parks shall be provided.
Attachment A F.3.b
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Attachment: Ordinance 25-04 Amending Title 17 of the Orinda Municipal Code (Zoning) and Amending the Zoning Map for 5 Opportunity Sites Q. Mechanical Equipment.
1. General Requirement. Exterior mechanical equipment (except solar collectors) and operating mechanical equipment must be screened from off-site views. Equipment to be screened includes, but is not limited to, heating, air conditioning, refrigeration equipment, plumbing line, ductwork and transformers. Placement of mechanical equipment is limited by the setback requirements of the base zoning district, unless otherwise provided for within this title.
2. Utility Meters. A utility meter must be screened from view from the public right-of-way. A meter or transformer in a required front yard or in a corner side yard must be enclosed in a subsurface vault.
3. Screening Specifications. Screening material may have evenly-distributed openings or perforations not exceeding fifty (50) percent of the surface area and must effectively screen mechanical equipment so that it is not directly visible from off-site. Heavy, evergreen landscaping may be used to meet these requirements.
7. Municipal Code section 17.30.11 is amended as follows:
17.30.11 Senior housing facility, multifamily housing, and high density design review.
A. Standards. To approve or approve with conditions a Senior Housing Project, as defined in Section
17.2.3, located within a Senior Housing Overlay District, the Planning Commission shall make findings of fact to support each of the following standards. These standards shall also apply to proposed multifamily dwellings in the RM and RH districts, including those in the High Density Overlay District (- HD Overlay) district. These standards apply only to the extent permitted under state law:
1. The proposed development is designed to respect the scale and tranquility of nearby properties and does not impair the existing views, block access to light and air or infringe on the privacy of neighbors in a substantial fashion. In considering this factor, decisionmakers shall balance the importance of minimizing impacts on neighboring properties and the applicant's ability to develop the property. The term "view" shall be defined in Section 17.22.4.
2. The development is pedestrian-oriented with pedestrian connections to adjoining public streets and parks and vehicular parking does not overwhelm the character of development.
3. The visible mass of the building is minimized and facades highly visible from nearby off-site vantage points are designed to reduce the blocky or massive features of building surfaces and provide articulation and visual interest.
4. Primary landscaping elements consist mainly of locally native species. Landscaping shall provide substantial screening from off-site vantage points and, as appropriate, side and rear yard landscaping. Landscaping shall blend with the design of the development, enhance the visual quality of the streetscape, and help achieve design consistency with the character of the neighborhood.
5. The development is designed to relate to the natural and man-made context of the site including on- and off-site views of the hills and open space areas; solar access for on-site common areas and adjacent properties; creek preservation, restoration and orientation; and preservation of street trees. The proposed development is designed to protect undeveloped ridgelines and hillsides and preserve significant or unique scenic vistas.
6. Development on parcels in excess of one acre is designed to avoid monolithic undifferentiated building masses.
Attachment A F.3.b
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Attachment: Ordinance 25-04 Amending Title 17 of the Orinda Municipal Code (Zoning) and Amending the Zoning Map for 5 Opportunity Sites B. Conditions. The decision-maker may impose conditions of approval including changes to development standards in Chapter 17.4, subject to making findings for the applicable variance or exception, if applicable, or may deny the application.
Attachment A F.3.b
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Attachment: Ordinance 25-04 Amending Title 17 of the Orinda Municipal Code (Zoning) and Amending the Zoning Map for 5 Opportunity Sites
PARCEL A
58 PM 22
APN 270-302-006 MORAGA WAY
ORCHARD RD
433 MORAGA WAY, APN 270-302-006
HOLY SHEPHERD LUTHERAN CHURCH
ZONING MAP AMENDMENT
Attachment B
F.3.b
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Attachment: Ordinance 25-04 Amending Title 17 of the Orinda Municipal Code (Zoning) and Amending the Zoning Map for 5 Opportunity Sites APN 270-290-028
DOC NO. 2020-0215131
MORAGA WAY
OAK
DR
451 MORAGA WAY, APN 270-290-028
ST. MARK'S CHURCH
ZONING MAP AMENDMENT
Attachment B
F.3.b
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Attachment: Ordinance 25-04 Amending Title 17 of the Orinda Municipal Code (Zoning) and Amending the Zoning Map for 5 Opportunity Sites
MORAGA WAY
HALL DR
91 LSM 34
APN 270-160-007
501 MORAGA WAY, APN 270-160-007
ST. JOHN ORTHODOX CHURCH
ZONING MAP AMENDMENT
Attachment B
F.3.b
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Attachment: Ordinance 25-04 Amending Title 17 of the Orinda Municipal Code (Zoning) and Amending the Zoning Map for 5 Opportunity Sites 542 M 3
APN 271-120-006
109 LSM 39
MORAGA WAY
IVY DR
LAVENIDA
DR
750 MORAGA WAY, APN 271-120-006
MIRAMONTE HIGH SCHOOL
ZONING MAP AMENDMENT
Attachment B
F.3.b
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Attachment: Ordinance 25-04 Amending Title 17 of the Orinda Municipal Code (Zoning) and Amending the Zoning Map for 5 Opportunity Sites
WILDER RD
SR-24
APN 265-160-017 APN 273-160-009 WILDER RD
CALTRANS RIGHT-OF-WAY
ZONING MAP AMENDMENT
Attachment B
F.3.b
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Attachment: Ordinance 25-04 Amending Title 17 of the Orinda Municipal Code (Zoning) and Amending the Zoning Map for 5 Opportunity Sites RESOLUTION NO. 52-25(B)
A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF ORINDA
AMENDING THE GENERAL PLAN LAND USE CHAPTER AND GENERAL PLAN MAP TO CREATE TWO NEW LAND USE DESIGNATIONS, “DOWNTOWN – CORE” AND “DOWNTOWN – GENERAL,” FOR THE 6TH CYCLE HOUSING
ELEMENT
WHEREAS, on January 31, 2023, the City Council adopted the 6th Cycle Housing Element (“Housing Element”); and
WHEREAS, on March 30, 2023, the California Department of Housing and Community Development (“HCD”) found the Housing Element to be in full compliance with State Housing Element Law; and
WHEREAS, the Housing Element contains an inventory of land suitable for residential development, referred to as the sites inventory; and WHEREAS, the Housing Element sites inventory identified 26 downtown sites; and
WHEREAS, the 26 downtown sites are identified as Site # DPP-1, DPP-2, DPP-3, DPP-4, DPP-5, DPP-6, DPP-8, DPP-9, DPP-10, DPP-11, DPP-12, DPP13, DPP-14, DPP-17, DPP-24, DPP-25, DPP-29, DPP-35, DPP-38, DPP-39, DPP40, DPP-41, DPP-43, DPP-44, DPP-45, and DPP-46 in the Housing Element; and WHEREAS, each downtown site is proposed to be rezoned to allow for mixed-use high-density residential development; and
WHEREAS, two new General Plan land use designations, “Downtown – Core” and “Downtown – General”, will be created for the downtown sites; and WHEREAS, Site # DPP-1, DPP-2, DPP-3, DPP-4, DPP-5, DPP-6, DPP-8, DPP-9, DPP-10, DPP-11, DPP-12, and DPP-13, DPP-35, DPP-38, DPP-39, DPP40, DPP-41, DPP-43, DPP-45, and DPP-46 are located in the downtown and are currently designated “Downtown – Community Business” in the City’s General Plan; and
WHEREAS, Site # DPP-1, DPP-2, DPP-3, DPP-4, DPP-5, DPP-6, DPP-8, DPP-9, DPP-10, DPP-11, DPP-12, and DPP-13, DPP-35, DPP-38, DPP-39, DPP40, DPP-41, DPP-43, DPP-45, and DPP-46 are proposed to be designated “Downtown – Core” in the City’s General Plan; and
WHEREAS, Site # DPP-14, DPP-17, DPP-24, DPP-25, DPP-29, and DPP44 are located in the downtown and are currently designated “Downtown – F.3.c
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Attachment: Resolution 52-25(B) Amending the General Plan Land Use Chapter and General Plan Map (3733 : Adoption of Housing Element Resolution 52-25(B)
2 Business and Professional Offices” in the City’s General Plan; and WHEREAS, Site # DPP-14, DPP-17, DPP-24, DPP-25, DPP-29, and DPP44 are proposed to be designated “Downtown – General” in the City’s General Plan; and
WHEREAS, Housing Element Action 1.A (Downtown Precise Plan) and Action 1.D (Residential Zoning Districts and Land Use Designation) require the General Plan Amendments to be completed prior to May 31, 2026; and WHEREAS, state law requires consistency between the City’s General Plan and Zoning Ordinance; and
WHEREAS, the City complied with all applicable procedural, notice, and tribal consultation requirements in state law; and
WHEREAS, with the approval of Resolution 13-25 on March 18, 2025, the City Council certified a Revised Final Environmental Impact Report (“RFEIR”) for Plan Orinda, which analyzed the impacts of the 6th Cycle Housing Element, Downtown Precise Plan (rescinded), Safety Element update, and implementing actions. The zoning changes contained in Ordinance 25-05 and the following General Plan amendments, are within the scope of Plan Orinda and were fully evaluated in the related environmental review documents (together, “Program EIR”) adopted for Plan Orinda; and
WHEREAS, the Program EIR addresses all requirements of CEQA for the zoning changes contained in Ordinance 25-05 and the following General Plan amendments, including the analysis of significant impacts, cumulatively considerable contributions, and feasible mitigation measures of Plan Orinda; and WHEREAS, with the approval of Resolution 13-25 on March 18, 2025, the City Council also adopted California Environmental Quality Act (“CEQA”) findings, a Statement of Overriding Considerations, and a Mitigation Monitoring and Reporting Program (“MMRP”) that includes all feasible mitigation measures identified in the Program EIR; and
WHEREAS, a Notice of Determination (NOD) was filed on March 20, 2025 with the Contra Costa County Clerk, in compliance CEQA, documenting that, with the approval of Resolution 13-25 on March 18, 2025, the City Council: (1) Certified the Plan Orinda RFEIR, which analyzed the impacts of the 6th Cycle Housing Element, Downtown Precise Plan (rescinded), Safety Element Update, and implementing actions, and concluded that the project would result in significant and unavoidable environmental effects; and (2) Adopted a Statement of Overriding Considerations and an MMRP based on the environmental impacts of the project as analyzed in the RFEIR; and
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Attachment: Resolution 52-25(B) Amending the General Plan Land Use Chapter and General Plan Map (3733 : Adoption of Housing Element Resolution 52-25(B)
3 WHEREAS, the zoning changes contained in Ordinance 25-05 and the following General Plan amendments, do not have any environmental effects not already fully examined in the Program EIR, including in the RFEIR, or projectspecific significant effects peculiar to the project or the site that were not fully analyzed in the Program EIR, including potentially significant off-site or cumulative impacts; and
WHEREAS, the zoning changes contained in Ordinance 25-05 and the following General Plan amendments, are part of the project analyzed in the Program EIR and do not involve any changes in the project or project circumstances that might require revisions to the Program EIR, nor are there any substantial changes or other new information that might require revisions to the Program EIR; and WHEREAS, the zoning changes contained in Ordinance 25-05 and the following General Plan amendments, do not require any subsequent review or revisions to the Program EIR for the foregoing reasons; and WHEREAS, mitigation measures incorporated in the MMRP will be undertaken as described in the MMRP and will apply to any development under Plan Orinda, including any development of sites consistent with the zoning changes contained in Ordinance 25-05, which implement the following General Plan amendments; and
WHEREAS, the zoning changes contained in Ordinance 25-05 and the following General Plan amendments, implement the schedule of actions contained in the Orinda 6th Cycle Housing Element and do not allow for construction on natural and protected lands nor the development of a distribution center or oil and gas infrastructure, as defined in Public Resources Code section 21080.085; and WHEREAS, on August 12, 2025, the Planning Commission recommended that the City Council approve an ordinance amending portions of Title 17 of the Orinda Municipal Code and the Zoning Map as well as a resolution amending the General Plan Land Use Chapter and the General Plan Map; and
WHEREAS, on ____________, at a public hearing noticed consistent with state law, the City Council took testimony, discussed the issues, and considered all the written and oral evidence presented at the public hearing in making its decision.
NOW, THEREFORE, BE IT RESOLVED that the City Council of the City of Orinda does hereby approve the attached amendments to the General Plan Land Use Chapter and amendments to the General Plan Land Use Map.
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Attachment: Resolution 52-25(B) Amending the General Plan Land Use Chapter and General Plan Map (3733 : Adoption of Housing Element Resolution 52-25(B)
4 Adopted by the City Council of the City of Orinda at a regular meeting on __________ by the following vote:
AYES: COUNCILMEMBERS:
NOES: COUNCILMEMBERS:
ABSENT: COUNCILMEMBERS:
ABSTAIN: COUNCILMEMBERS:
__________________________________
Latika Malkani, Mayor
ATTEST:
__________________________________
Sheri Marie Smith, City Clerk
Exhibit A: Redline document showing changes to General Plan Land Use Chapter Exhibit B: General Plan Map Downtown Inset
1940824.2
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Attachment: Resolution 52-25(B) Amending the General Plan Land Use Chapter and General Plan Map (3733 : Adoption of Housing Element
1. Modify the following paragraph within “2.1 Land Use Element”:
For consistency with the scale and nature of Orinda, the Downtownretail and office districts should have characteristics that can be described as "village character." This can be defined as a commercial area of relatively low densitymoderate average densities with a predominance of small-scale, low-lying buildings of varying architectural styles (generally not exceeding between two and four stories) fronting on streets or landscaped, plaza-like spaces.
2. Add the following two classifications to “2.1 Land Use Element: Land Use Classifications” (alphabetically):
Downtown – Core: This classification reflects the uses and development allowed within the Downtown – Community Business land use category, while additionally allowing mixed-use, multifamily residential development. The minimum residential density is 20 units per acre and the maximum densities range from 30 to 55 units per acre, as determined by zoning.
Downtown – General: This classification reflects the uses and development allowed within the Downtown – Business and Professional Offices land use categories, while additionally allowing mixed-use, multifamily residential development. The minimum residential density is 20 units per acre and the maximum density is 25 units per acre.
3. Modify the “Downtown” section within 2.1 Land Use Element:
The downtown area of Orinda is divided into four distinct areas:
1. 1) Multi-Family Residential,
2. Community Business area, which includes Downtown – , 2) Community Business and Downtown – Core, which isare predominantly retail, at the ground level and a variety of office, multifamily residential, and other uses at the upper levels,
3. 3) Business and Professional Office areas, which includes Downtown – Business and Professional Offices and Downtown – General, which are primarily office-only developments with some mixed-use office and residential developments, and
4. 4) Public and Semi-Public areas (see Figure 2).
The Community Business area should be predominantly retail at the ground floor. There is concern that vacant retail space has frequently been converted to office use. Although a limited amount of offices that meet the needs of local residents and businesses are acceptable, they should not displace retail stores and service space. Above the ground floor, professional offices are allowed in the Downtown – Community Business land use category, while multi-family residential is additionally allowed in these locations and within the portions of buildings not abutting or facing streets or primary pedestrian thoroughfares within the Downtown – Core land use category.
The Community Business area includes the block bounded by Moraga Way, Bryant Way, Camino Pablo and Brookwood Road, where the Crossroads Project is located. In return for the developer's restoration of the Orinda Theatre, a building of historic significance to the community, this project, which was approved prior to the adoption of this General Plan and is thus not subject to its constraints, will include more office space and a greater floor area ratio than would ordinarily be allowed in the
EXHIBIT A
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Attachment: Resolution 52-25(B) Amending the General Plan Land Use Chapter and General Plan Map (3733 : Adoption of Housing Element Community Business area. It is also recognized that this project does not conform to the height limit and to the land use constraints contained in this Plan applicable to the rest of the Community Business area. The General Plan prohibits similar non-conforming uses in other locations in the Community Business area.
Business and Professional Office areas should also conform to the "village character" of the entire downtown area, and should provide office suites suitable for office uses supporting local community residents and businesses, rather than regional offices from the primarily local community and secondarily the Lamorinda region.
Both large retail commercial uses intended to serve regional markets and large office complexes serving broader regional or statewide needs are discouraged in the Community Business area.
Such uses would seriously alter the character of the downtown area and create unmanageable problems for an area already beset with severe parking and circulation problems.
With a stable trade area population and limited space to grow, (without adding large buildings that intrude on residential areas) both the Village and the Crossroads must rely on more efficient traffic circulation and parking as well as design improvements to attract increased business and a variety of retail shops.
4. Modify “2.1.3 Downtown: Guiding Policies”:
A. Enhance the "village character" of downtown. Large, highly visible parking lots characteristic of strip shopping centers are inconsistent with village character.
B. Favor retail services needed frequently by residents by limiting the amount of office space in predominantly retail areas. Office space in retail areas should serve Lamorinda uses and generally not exceed retail space on any one lot.
C. Limit development at the Orinda BART station to ground level and underground parking.
Encourage BART to develop additional ground level parking on off-site properties.
D. Maintain current boundaries between commercial/mixed-use areas and purely residential areas as indicated on the Downtown Inset General Plan map. The Plan does not envision any expansion of the land area designated for commercial or office use.
E. Allow for the development of mixed-use, high-density multifamily housing to accommodate a portion of the City’s Regional Housing Needs Allocation in accordance with the Housing Element.
EF. Make downtown shopping more attractive by diverting through traffic off local streets in the business district, providing more convenient circulation for shopping traffic, managing the parking supply more efficiently, creating safe and pleasant pedestrian routes, and developing and maintaining sufficient landscaping.
FG. Businesses that generate heavy traffic such as financial institutions should front arterial streets.
Small buildings should buffer adjoining residential areas.
GH. Develop a parking time limitation ordinance which encourages retail and commercial customers to use the Downtown areas.
HI. To the extent permitted by state law, sSite proximity to the BART terminal should not be used to justify a reduction in the standard requirement(s) for onsite parking, unless a Transportation System Management contract is made with the City.
EXHIBIT A
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Attachment: Resolution 52-25(B) Amending the General Plan Land Use Chapter and General Plan Map (3733 : Adoption of Housing Element
5. Modify “2.1.4 Downtown: Implementing Policies”:
A. Enhance architectural compatibility in each sector of downtown by establishing design districts that provide guidelines and a review process for site layouts, architectural design, alterations, landscaping, and signs. Sloping roofs are encouraged on new buildings in districts where such features are common.
B. Require planting and maintenance of trees and other plant material throughout downtown, according to a comprehensive landscape plan.
C. Enact regulations that will ensurefavor small-scale, low-lying buildings by limiting height to 3545 feet (generally not more than twofour stories) and total floor area to a limited percent of lot area.
D. Enact regulations to ensure that existing and new ground-floor spaces in retail shopping areas are predominantly occupied by retail or specified service uses, including those within groundfloor spaces converted from offices.that will ensure retail or specified service occupancy of space within the retail shopping area now occupied by those uses, by all new ground-floor space, and by all office uses which convert to retail.
E. Enact regulations that will ensure that the ground levels of the central business area will be predominantly retail and whichthat permit only a limited amount of offices that favor local use needs.
F. Develop a beautification plan for downtown to enhance the visual quality of the streetscape and creek area, including guidelines for public improvements such as landscaping, tree grate design, outdoor lighting, tree planting, and street furniture.
G. Enable Ppublic parking structures areas a permitted land use in the downtown provided that they are adequately screened from public view.
H. Regulate on-street parking to maintain space availability for shoppers, and continue to study means of adding to the parking supply.
I. Study the possible extension of Orinda Way under Highway 24 to link with Moraga Way for the purpose of reconnecting local vehicular and pedestrian traffic between Crossroads and Village areas.
J. Develop Objective Design Standards for the regulation of mixed-use, multi-family residential development in applicable land use categories.
Village Area Development
JK. In cooperation with the merchants and property owners, develop a plan for Orinda Way that will consolidate driveways, include a landscaped street median if feasible, and enrich the street's landscape character.
KL. Encourage property owners to make more intensive use of the San Pablo Creek sides of their buildings by designating a ''private street" with public access parallel to the creek that would provide an alternative connection for shoppers who must now turn on and off Orinda Way and/or enhance and preserve San Pablo Creek with landscaping, pathways and other pedestrian amenities, consistent with its primary purpose as flood control.
LM. Seek to obtain right-of-way and provide a public cross street connecting Orinda Way and Camino Pablo between Black's and Vintage House.
EXHIBIT A
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Attachment: Resolution 52-25(B) Amending the General Plan Land Use Chapter and General Plan Map (3733 : Adoption of Housing Element Crossroads Area Development
MN. Study traffic improvement projects indicated on the Downtown Inset General Plan map as priority study items.
NO. Improve the intersection of Camino Pablo and Moraga Way.
OP. Develop a master plan for traffic circulation in the Crossroads area.
PQ. Pursue formation of a parking assessment district.
Gateway Valley
This narrow valley, separated from the developed community by 300 foot-high hills, is Orinda's last major undeveloped area. The Gateway Interchange on Highway 24 was built when Caltrans proposed a freeway extending south to connect with an east-west freeway in Moraga. Both routes have been deleted from the State's plan, but some state-owned right-of-way remains adjoining South Orinda.
6. Modify the following guiding policy within “2.3.1 Circulation: Guiding Policies” D. Develop plans to efficiently manage the existing inventory of parking spaces in and adjacent to the business district the Downtown.
EXHIBIT A
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Attachment: Resolution 52-25(B) Amending the General Plan Land Use Chapter and General Plan Map (3733 : Adoption of Housing Element Orinda Way
Moraga
Way
Brookwood Rd
Camino Pablo
Altarinda
Rd
Under hill Rd
Camino Pablo
Bates Blvd
Davis Rd
Camino
Sobrante
Rio
Vista
Village
Gate
Rd
Santa
Maria Way
Camino
Encinas
Orinda Woods
Dr
Northwood
Dr
Byrant Way
Muth Dr
Hazel Tree
Rdg
Morello Pl
Irwin Wa
Wa tchwood Rd
Wild Plum Way
Vashell Way
Southwood Dr
Camino Pablo
Ravenhill Rd
The Knl
MiraL oma Rd
Jack Tree Knl
Overhill Rd
La Pla zaDr
The G lade
Avenida de Orinda
Camino
Pablo
NB
μ
Land Use Classifications
Residential: Multi-Family
Community Business
Business and Professional Office
Parks and Recreation
Public and Semipublic
Downtown Core
Downtown General
0 375 750 1,500 Feet
FIGURE 2A: DOWNTOWN INSET
City of Orinda General Plan
Land Use Classifications
EXHIBIT B
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Attachment: Resolution 52
25(B) Amending the General Plan Land Use Chapter and General Plan Map (3733 : Adoption of Housing Element
BEFORE THE CITY COUNCIL OF THE CITY OF ORINDA
In the Matter of: Ordinance 25-05
An Ordinance Amending Title 17 of the
Orinda Municipal Code (Zoning) and
Amending the Zoning Map for 26 Downtown
Sites Identified in the 6th Cycle Housing
Element Sites Inventory.
The City Council of the City of Orinda DOES ORDAIN as follows:
SECTION 1.
The City Council of the City of Orinda intends, by adopting this ordinance, to amend certain zoning regulations in Title 17 of the Orinda Municipal Code (Zoning). These changes are intended to make the City’s Zoning Code consistent with the adopted 6th Cycle Housing Element of the City’s General Plan and to comply with State and Federal law. The changes include the creation of three new districts: “DCOR-30”, “DCOR-55”, and “DG” zoning districts, as well as new objective design standards for the three zoning districts. This ordinance also amends the City’s Zoning Map to apply the new “DCOR” and “DG” zoning districts to 26 downtown sites identified in the 6th Cycle Housing Element.
SECTION 2.
The following portions of the Zoning Code are amended and added as specified below and in Attachment A. Attachment A shows additions with double-underlined text and deletions with strike-out text.
Municipal Code Provision Action as shown in Attachment A §17.1.8 Text amended
§17.1.10 Text amended
Chapter 17.8 Text amended; sections 17.8.11 to 17.8.17 added §17.30.3 Text amended
§17.30.10 Text amended
SECTION 3.
The Zoning Map is amended as shown in Attachment C to apply the “DCOR-30,” “DCOR-55,” and “DG” zoning to 26 sites located within downtown and identified as Downtown Precise Plan sites in the 6th Cycle Housing Element. “DCOR-30” zoning applied to the following sites:
A. Vashell Way (268-142-008)
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Attachment: Ordinance 25-05 Amending Title 17 of the Orinda Municipal Code (Zoning) and Amending the Zoning Map for 26 Downtown Sites B. 1 Orinda Way (265-170-034)
C. 19 Orinda Way (265-170-009)
D. 21 Orinda Way (265-170-014)
E. 25 Orinda Way (265-170-038)
F. 25 Orinda Way (265-170-040)
G. 27 Orinda Way (265-170-005)
H. 31 Orinda Way (265-170-022)
“DCOR-55” zoning applied to the following sites:
I. Avenida de Orinda (265-012-002)
J. Brookwood Road (273-021-002)
K. 10 Avenida de Orinda (265-011-008)
L. 20 Avenida de Orinda (265-011-007)
M. 23 Avenida de Orinda (265-012-007)
N. 50 Moraga Way (273-021-004)
O. 6 Camino Pablo (273-021-005)
P. 61 Orinda Way (265-012-010)
Q. 63 Orinda Way (265-012-012)
R. 64 Moraga Way (273-021-003)
S. 79 Orinda Way (265-011-002)
T. 80 Moraga Way (273-021-009)
“DG” zoning applied to the following sites:
1. 112 Camino Pablo (262-290-006)
2. 15 Altarinda Road (260-192-002)
3. 4 Orinda Way (260-191-006)
4. 5 Santa Maria Way (260-192-009)
5. 89 Davis Road (268-141-020)
6. 9 Altarinda Road (260-192-004)
SECTION 4.
Design and development standards for the DCOR-30, DCOR-55, and DG zoning districts are set forth in the Objective Design Standards for Multifamily Residential Housing in the Downtown Core and Downtown General Zoning Districts (“Objective Design Standards”), dated September 29, 2025. The adoption of these standards is hereby found to be necessary to ensure that future downtown residential development, particularly projects subject only to ministerial review pursuant to state housing laws, reflects the desired character, scale, and design quality of the Downtown area and is consistent with the community’s vision for a well-designed and vibrant urban environment. These Objective Design Standards establish clear and measurable criteria to guide the form and appearance of qualifying residential development in a manner that supports compatibility with surrounding uses while complying with applicable state requirements for streamlined project approval.
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Attachment: Ordinance 25-05 Amending Title 17 of the Orinda Municipal Code (Zoning) and Amending the Zoning Map for 26 Downtown Sites
SECTION 5.
If any section, subsection, subdivision, paragraph, sentence, clause or phrase of this ordinance is for any reason held to be invalid, such a decision shall not affect the validity of the remaining portions of this ordinance. The City Council hereby declares that it would have passed each section, subsection, subdivision, paragraph, sentence, clause or phrase of this ordinance irrespective of the invalidity of any section, subsection, subdivision, paragraph, sentence, clause or phrase.
SECTION 6.
This ordinance is consistent with the Orinda General Plan, including the relevant development densities described in the Housing Element. This ordinance is necessary to implement the Orinda Housing Element and is part of Plan Orinda.
SECTION 7.
The City Council finds that this ordinance is necessary to implement the Orinda Housing Element, which is part of Plan Orinda, and not subject to any requirement for additional review under the California Environmental Quality Act (“CEQA”). On March 18, 2025, the City Council adopted the Revised Final Environmental Impact Report (“RFEIR”) for Plan Orinda via Resolution No. 13-25. The zoning changes contained in this ordinance are within the scope of Plan Orinda and were fully evaluated in the related environmental review documents (together, “Program EIR”) adopted for Plan Orinda. 14 Cal. Code Regs (“CCR”) §§ 15163, 15168. The Program EIR addresses all requirements of CEQA for this ordinance, including the analysis of significant impacts, cumulatively considerable contributions, and feasible mitigation measures of Plan Orinda. On March 18, 2025, the Council also adopted Resolution No. 13-25 containing CEQA findings and a statement of overriding considerations for the Orinda Housing Element based on substantial evidence. Id. § 15183.
The zoning changes contained in this ordinance do not have any environmental effects not already fully examined in the Program EIR, including in the RFEIR (id. § 15168) or project-specific significant effects peculiar to the project or the site that were not fully analyzed in the Program EIR, including potentially significant off-site or cumulative impacts (id. § 15183). Consequently, the zoning changes contained in this ordinance do not require any subsequent review or revisions to the Program EIR. The zoning changes contained in this ordinance are part of the project analyzed in the Program EIR and do not involve any changes in the project or project circumstances that might require revisions to the Program EIR. Id. § 15162; Pub. Res. Code § 21166. Additionally, there are no substantial changes or new information that might require revisions to the Program EIR. 14 CCR §§ 15168, 15183.
All feasible mitigation identified in the Program EIR has been incorporated in the adopted Mitigation Monitoring and Reporting Program (“MMRP”) via Resolution No. 13-
25. These mitigation measures will apply to any development under Plan Orinda, including any development of sites consistent with the zoning changes contained in this ordinance. Id. §§ 15168, 15183. These mitigation measures will be undertaken as described in the MMRP.
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Packet Pg. 100 Attachment: Ordinance 25-05 Amending Title 17 of the Orinda Municipal Code (Zoning) and Amending the Zoning Map for 26 Downtown Sites
This ordinance is also exempt from CEQA because it contains rezonings that implement the schedule of actions in Plan Orinda, as part of the Orinda Housing Element, and does not allow for construction of a distribution center, oil and gas infrastructure, or any development on natural and protected lands. Public Resources Code § 21080.085.
SECTION 8.
This ordinance becomes effective thirty (30) days after adoption.
SECTION 9.
The City Clerk shall either (a) have this ordinance published once within fifteen (15) days after adoption in a newspaper of general circulation, or (b) have a summary of this ordinance published twice in a newspaper of general circulation, once five (5) days before its adoption and again within fifteen (15) days after adoption.
Following a duly-noticed public hearing, the foregoing ordinance was introduced at a meeting of the City Council of the City of Orinda held on _ ____ and was adopted and ordered published at a regular meeting held on _______ by the following vote:
AYES: COUNCILMEMBERS:
NOES: COUNCILMEMBERS:
ABSENT: COUNCILMEMBERS:
ABSTAIN: COUNCILMEMBERS:
Latika Malkani, Mayor
ATTEST:
Sheri Marie Smith, City Clerk
Attachment A: OMC Title 17 Text Amendments
Attachment B: Zoning Map Exhibit: Downtown Orinda Sites Rezoned to DCOR-30, DCOR-55, and DG
1940828.2
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Packet Pg. 101 Attachment: Ordinance 25-05 Amending Title 17 of the Orinda Municipal Code (Zoning) and Amending the Zoning Map for 26 Downtown Sites
1. Municipal Code section 17.1.8 table is amended to add the following base zoning districts (after “DO” and before “PS”):
Base District Designator Base District Name Chapter
DCOR Downtown Core District 8
DG Downtown General District 8
2. Municipal Code section 17.1.10 is amended as follows:
17.1.10 - References to classes of base districts.
A reference to an R district refers to all residential districts and a reference to a D district refers to both any downtown district identified in Chapter 17.8.
3. Municipal Code Chapter 17.8 is amended as follows:
Chapter 17.8 DOWNTOWN DISTRICTS
17.8.1 Intent.
In addition to the general purposes listed in Chapter 17.1, the specific purposes of the downtown district regulations are to:
A. Create every opportunity for the downtown area to function as a vital, thriving yet traditional Main Street area, serving local needs and providing for specialty retail activities, consistent with the general plan;
B. Create a vibrant community center by encouraging a variety of businesses which will create pedestrian interaction and pedestrian-scale activities. Emphasize uses which involve pedestrian spaces, including outdoor dining, garden settings, walkways and seating areas; C. Encourage areas of distinctive character by identifying preferred uses and development standards unique to these locations;
D. Regulate development so as to achieve a vibrant community center over time. All development, including incremental development, small building additions or increases in intensity of existing land uses, shall be consistent with this goal;
E. Establish incentives, such as additional building height, higher floor area or broader range of permitted uses to help achieve a vibrant community center;
F. Discourage and eventually terminate nonconforming office uses in retail spaces; G. Establish development standards which define desired character, but which allow and encourage flexibility in how this character is to be achieved, including standards involving building heights, setbacks, site planning, building bulk/mass, landscaping, parking, lighting and architecture, as presented in the downtown design guidelines;
H. Protect adjoining residential areas from inappropriate or disruptive commercial or office activities; I. Encourage parking solutions which will serve long-term needs and will minimize the adverse effects of parking, traffic and circulation on the function and viability of downtown;
ATTACHMENT A
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Packet Pg. 102 Attachment: Ordinance 25-05 Amending Title 17 of the Orinda Municipal Code (Zoning) and Amending the Zoning Map for 26 Downtown Sites J. Encourage activities and development which will showcase the creek, where possible, for low-intensity pedestrian-oriented activities and strolling;
K. Provide for multifamily housing, including affordable housing, in downtown areas, consistent with the housing element of the general plan.
17.8.2 Definitions of retail floor and mixed-use.
A "retail floor" for purposes of this Chapter 17.8 is a floor in a building in the downtown commercial district which meets one or more of the following definitions:
A. A floor with an entrance at street level or an entrance from a mall, plaza or parking lot at any level; B. The first floor of Theatre Square;
C. A floor which is likely to serve retail customers by encouraging pedestrian traffic and interaction and pedestrian-scale activities, considering all relevant factors, including but not limited to easy access and visibility.
A. "Mixed-use” means a combination of different uses, including at least one residential use, on a single site.
Specifically, a site may be:
1. “Vertical mixed-use,” which combines different uses within a single building; and/or
2. “Horizontal mixed-use,” which combines multiple buildings with different uses on a single site.
B. “Retail floor” means a floor in a building in the downtown commercial district or the downtown core district that meets one or more of the following definitions:
1. A floor with an entrance at street level or an entrance from a mall, plaza or parking lot at any level;
2. The first floor of Theatre Square; or
3. A floor that is likely to serve retail customers by encouraging pedestrian traffic and interaction and pedestrian-scale activities, considering all relevant factors, including but not limited to easy access and visibility.
17.8.3 Downtown commercial district—Description.
The downtown commercial district ("DC district") provides sites in downtown Orinda for retail shopping at ground level. Development standards are intended to enhance the "village character" of the downtown.
17.8.4 Downtown commercial district—Uses permitted.
Retail and office uses are allowed in the downtown commercial district as set forth in this chapter.
Temporary uses are allowed with a temporary use permit under Chapter 17.37. Government offices and facilities are allowed with a general use permit under Chapter 17.31. Multifamily dwellings are allowed with a general use permit under Chapter 17.31, provided they are built at a density that does not exceed 10 units per acre and are part of a mixed- use development. All other uses are prohibited.
17.8.5 Downtown commercial district—Use restrictions.
In the downtown commercial district, certain uses are permitted, permitted with a use permit, or prohibited in certain locations as follows.
A. ClassificationTypes of Interior Spaces. There are three classes types of interior commercial space in the downtown commercial district:
1. Type I Space. Type I space is a retail floor in a building or a portion of a building whichthat:
a. Faces or abuts a street or street segment listed below; or b. Faces a mall, plaza or parking lot which faces or abuts a street or street segment listed below.
ATTACHMENT A
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Packet Pg. 103 Attachment: Ordinance 25-05 Amending Title 17 of the Orinda Municipal Code (Zoning) and Amending the Zoning Map for 26 Downtown Sites Type I space excludes a retail floor in a building whichthat meets the criteria listed in subsections A.1.a. or A.1.b. of this section, solely because of driveway access to such a street or street segment.
Type I spaces areis located on the following streets and street segments within the downtown commercial and downtown core zoning districts: Orinda Way; Avenida De Orinda (both sides of the eastern half and the north side of the western half); Camino Sobrante; Santa Maria Way; Moraga Way; Bryant Way (between Moraga Way and Davis Road); Brookwood Road (between Moraga Way and Camino Pablo except for the unit near the garage entrance in the Theatre Square Complex); Camino Pablo (east side between Highway 24 and Moraga Way).
2. Type II Space. Type II space is a retail floor whichthat is not in a building or a portion of a building whichthat faces or abuts any of the streets and street segments listed in subsection A of this section, or a building or portion of a building whichthat faces or abuts a mall, plaza, or unenclosed parking lot facing or abutting any of the streets and street segments listed above. Examples include but are not limited to the rear side of buildings along the west side of Orinda Way, Camino Pablo's west side south of Brookwood Road, and Brookwood Road west of Camino Pablo.
3. Type III Space. Type III space is any other space in the downtown commercial and downtown core zoning districts.
ATTACHMENT A
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Packet Pg. 104 Attachment: Ordinance 25-05 Amending Title 17 of the Orinda Municipal Code (Zoning) and Amending the Zoning Map for 26 Downtown Sites Section 17.8.5 Graphics
Graphics within this section demonstrate Type I and Type II spaces within the existing built environment of Downtown Orinda as of August 12, 2025.
Section 17.8.5 Graphics
ATTACHMENT A
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ATTACHMENT A
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Packet Pg. 106 Attachment: Ordinance 25-05 Amending Title 17 of the Orinda Municipal Code (Zoning) and Amending the Zoning Map for 26 Downtown Sites
17.8.5 Downtown Space Utilization Map: “The Village”
ATTACHMENT A
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Packet Pg. 107 Attachment: Ordinance 25-05 Amending Title 17 of the Orinda Municipal Code (Zoning) and Amending the Zoning Map for 26 Downtown Sites
ATTACHMENT A
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Packet Pg. 108 Attachment: Ordinance 25-05 Amending Title 17 of the Orinda Municipal Code (Zoning) and Amending the Zoning Map for 26 Downtown Sites
17.8.5 Downtown Space Utilization Map: “The Crossroads” B. Classification of Commercial Uses. There are three general classes of uses permitted in the downtown commercial district.
1. Class A Uses. Retail sales and restaurants, restaurants with take-out*, and restaurants with outdoor dinning* (Class A uses);
* Take-out restaurants and outdoor dining are subject to additional regulations set forth in subsection I of this section.
2. Class B Uses. Personal care, personal development services (excluding health care), and business and automotive services, including service stations, if the use will tend to create substantial pedestrian interaction with surrounding businesses (including but not limited to beauty parlors, barber shops,
ATTACHMENT A
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Packet Pg. 109 Attachment: Ordinance 25-05 Amending Title 17 of the Orinda Municipal Code (Zoning) and Amending the Zoning Map for 26 Downtown Sites fitness centers, dry cleaners, travel agenciesy, dance, music, and martial arts studios), and retail financial institutions such as banks, savings and loans, credit unions, and free-standing automatic teller machines (Class B uses); and
3. Class C Uses. Office uses compatible with a village atmosphere such as medical and professional offices, real estate sales, and financing (Class C uses).
C. Uses Not Requiring a Commercial Use Permit. Except as otherwise provided in subsection G of this section, in all spaces, Class A uses are allowed without a commercial use permit. Class B uses are allowed without a commercial permit in Type II and III spaces; and Class C uses are allowed without a commercial use permit in Type III spaces. Where a single space has multiple frontages whichthat, considered separately, would be classed as more than one space type, the entire space is subject to the rules applicable to the higher type, e.g., Type I rather than Type II. Where a single space is proposed to be divided into more than one space, creating one or more new and less-restrictive spaces, a commercial use permit is required.
D. Commercial Use Permit Requirement.
1. Class B Uses. A use permit under Chapter 17.36 is required for a Type B use in a Type I ground floor space.
2. Class C Uses. A use permit under Chapter 17.36 is required for a Class C use in Type II spaces. A Class C use is prohibited in Type I space.
3. Other Uses. Certain uses described in subsection G of this section require a use permit under Chapter
17.36. 4. Extended Hours. A commercial use permit is required for any use which operates before five a.m. or after eleven p.m.
E. Use Prohibition. All uses not specifically permitted in this Chapter 17.8 are prohibited in the downtown commercial district.
F. Space Utilization Chart. The following chart illustrates the provisions of Sections 17.8.5C. and D.
Type I
Prime Ground Floor
Type II
Secondary Ground Floor
Type III
Other Than Ground Floor
Throughout the DC District
"I" "II" "III"
Class "A"
Uses
allowed allowed allowed
Class "B"
Uses
allowed with use permit allowed allowed
Class "C"
Uses
not allowed allowed with use permit allowed
G. Supplemental Restrictions for Specific Uses. The following specific uses are also permitted in the downtown commercial district, subject to the contents of the chart above and subject to obtaining a commercial use permit under Chapter 17.36. Those uses marked by an asterisk are subject to additional regulations set forth in Section 17.8.5H.:
1. Adult business;*
2. Animal sales and services;
3. Bar and tavern;
4. Commercial recreation and entertainment;
5. Convenience market;
ATTACHMENT A
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Packet Pg. 110 Attachment: Ordinance 25-05 Amending Title 17 of the Orinda Municipal Code (Zoning) and Amending the Zoning Map for 26 Downtown Sites
6. Convenience market at a service station;*
7. Farmer's market;
8. Game center;*
9. Liquor store;
10. Live entertainment;*
11. Maintenance and repair services;
12. Outdoor sales;*
13. Service stations;*
14. Vehicle sales and services;
15. Visitor accommodations;
16. Ancillary retail uses.*
* Uses marked by an asterisk in subsection G. of this section are subject to additional regulations set forth in subsection H. of this section.
H. Supplemental Restrictions for Specific Uses. The following uses are permitted in the downtown commercial district subject to particular restrictions for such uses as described below and subject to obtaining a commercial use permit under Chapter 17.36.
1. Adult Businesses.
a. Purpose.
i. In adopting these provisions, the City Council recognizes that certain types of adult businesses possess certain objectionable operational characteristics which, if such uses are allowed to concentrate, will have adverse effects upon the character of such areas and adjacent neighborhoods. The City Council further recognizes that locating adult businesses in close proximity to establishments frequented by minors will cause the exposure of minors to adult material that may adversely affect such minors due to their immaturity.
Additionally, the City Council recognizes that, while certain adult entertainment enjoys limited protection under the First Amendment to the United States Constitution, substantial numbers of citizens of the city are offended by the public display of sexuallyoriented material. ii. Special and limited regulation of adult businesses, consistent with the First Amendment rights of such uses, is therefore necessary. This will ensure that the adverse effects of adult businesses will not contribute to the blighting or downgrading of the DC district in which they are permitted and the downgrading of surrounding neighborhoods; will not adversely affect minors; and will not offend those citizens of the city who do not wish to be exposed to sexually-oriented material.
b. Location of Adult Businesses. No adult businesses, including adult bookstores, adult movie theaters, and massage establishments, shall be located:
i. Within four hundred (400) feet of any R district;
ii. Within three hundred (300) feet of the boundaries of a parcel of a real property site occupied by a public or private school, a religious assembly facility that conducts religious education classes for minors, or a park and recreation facility; iii. Within six hundred (600) feet of any other adult business; or iv. On the ground level of a building.
ATTACHMENT A
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Packet Pg. 111 Attachment: Ordinance 25-05 Amending Title 17 of the Orinda Municipal Code (Zoning) and Amending the Zoning Map for 26 Downtown Sites c. Public Display of Certain Matter Prohibited. No business shall display or exhibit any material depicting private anatomical areas or sexual activities in such a way as to be visible by persons outside the building in which the adult business is located.
2. Convenience Market at a Service Station.
a. The area for nonautomotive retail sales within a service station shall be completely enclosed and no larger than forty (40) square feet.
b. A service station convenience market shall not be within the immediate vicinity of a church or hospital or within six hundred (600) feet or less of a school, public playground or nonprofit youth facility, as measured pursuant to the rules of the Department of Alcoholic Beverages. c. No variance may be granted for the requirements in subsections (H)(2)(a) and (H)(2)(b) of this section.
3. Game Centers. The following supplemental regulations shall apply to the operation of game centers, including mechanical or electronic games or any other similar machine or device. a. Purpose. The intent of these regulations is to control the location and hours of operation of game centers so as not to allow school children to play the games during school hours nor to encourage minors to congregate in areas close to commercial establishments that sell alcoholic beverages.
b. Permit Required. A commercial use permit shall be required to install, operate or maintain four or more mechanical or electronic games. The permit is valid only for the number of games specified; the installation or use of additional games requires a new or amended permit. The permit shall be permanently and conspicuously displayed. c. Duration and Renewal of Permit. Initially, the permit shall be valid only for one year. Thereafter, the Community Development Director may renew the permit for periods of not more than two years. The procedure for renewal is the same as that for the initial application, and the same factors considered for the initial application shall be considered for the renewal. d. Adult Manager. At least one adult manager shall be on the premises during the time a game center is open to the public.
e. Hours of Operation for Minors Under Eighteen Years of Age. No game center owners, manager or employees shall allow a minor under eighteen (18) years of age to play a mechanical or electronic game machine during the hours of public schools in the district in which the center is located are in session, or after nine p.m. on nights preceding school days, or after ten p.m. on any night. It is the responsibility of the owner or manager of the game center to obtain a current schedule of school days and hours.
f. Locational Criteria. A game center shall not be permitted within three hundred (300) feet of a public or private school site or the boundary of an R district, or within five hundred (500) feet of a liquor store, a cocktail lounge, tavern or bar. The distance shall be measured in a straight line from the main public entrance to the game center to the property line of the school site, the district boundary, or the main public entrance of the liquor store or cocktail lounge, as the case may be.
g. Restrictions. The Planning Commission may impose reasonable restrictions on the physical design, location, and operation of a game center in order to minimize the effects of noise, congregation, parking, and other nuisance factors that may be detrimental to the public health, safety and welfare of the surrounding community.
4. Live Entertainment. The following regulations shall apply to any use offering scheduled live entertainment, as defined, more than three times per calendar year:
a. Exits not limited to emergency use only shall not be opposite an R district adjoining the site.
ATTACHMENT A
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Packet Pg. 112 Attachment: Ordinance 25-05 Amending Title 17 of the Orinda Municipal Code (Zoning) and Amending the Zoning Map for 26 Downtown Sites b. A use permit shall establish conditions ensuring that no litter problem will exist. c. A use permit for live entertainment shall apply only to the type of entertainment approved, and a different type of entertainment shall require approval of a new use permit. d. A noise analysis specifying areas affected and sound proofing or other mitigation that will be employed to eliminate excessive noise exposure on adjacent property shall be submitted with a use permit application.
5. Outdoor Sales. Outdoor sales specified in subsection (H)(5) of this section are allowed with a commercial use permit.
a. Permanent outdoor storage and display of merchandise, materials or equipment, including display of merchandise, materials and equipment for customer pick-up;
6. Service Station.
a. All repair work shall be conducted within a building. No outside storage of parts, equipment or vehicles which have been damaged or dismantled completely or partially, is permitted. b. Activities permitted in a service station include tire sales, installation of mufflers, exhaust and suspension systems, electronic tune-ups, oil/lubrication and filter replacement, wheel alignment, tire rotation and balancing, battery installation or charging, hose replacement, belt replacement, carburetor adjustment, installation and repair of brakes, auto radio and electronics installation and service, alarm installation, or air conditioning or heater service. c. Activities prohibited in a service station include other major repair activities such as engine overhauls involving body and fender work, painting and undercoating.
7. Ancillary Retail Use. An ancillary retail use is permitted in the downtown commercial district if a noticed hearing is held under Chapter 17.42 in conjunction with the application for a commercial use permit and findings of fact are made to support each of the following criteria:
a. The existence of the ancillary retail use will not significantly and adversely alter the impact and the character of the primary retail use,
b. The ancillary use will not adversely affect the use of more than twenty (20) percent of the existing floor area,
c. The ancillary use will not create a significant adverse impact on parking and pedestrian and vehicular traffic,
d. The ancillary use will not adversely impact any of the policies set forth in Section 17.8.1.
I. Additional Regulation for Uses Not Requiring a Commercial Use Permit.
1. Outdoor Dining. Outdoor dining is allowed with an outdoor dining permit. a. The following regulations apply to all outdoor dining permit applications:
i. The operator shall furnish tables, chairs, umbrellas, and portable heaters (outdoor dining furniture) as necessary.
ii. Outdoor dining furniture shall not be secured to public streetlights, trees, or other furniture.
iii. No outdoor dining furniture may be located at a street intersection within a triangular area formed by the street curb lines and their projections and a line connecting them at points forty (40) feet from the intersection of the projected curb lines. In cases where curbs do not exist, the edge of street pavement shall be used for measuring purposes. iv. Outdoor dining furniture shall meet the following standards:
ATTACHMENT A
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Packet Pg. 113 Attachment: Ordinance 25-05 Amending Title 17 of the Orinda Municipal Code (Zoning) and Amending the Zoning Map for 26 Downtown Sites (A) Tables and chairs shall be made of a safe, sturdy, durable material such as wrought iron, wood, steel, or cast aluminum.
(B) No plastic tables or chairs and no vinyl tablecloths are permitted. (C) All tables and chairs shall be commercial grade and manufactured for outdoor commercial use.
(D) Tables shall be square, rectangular or round to seat two to four people. (E) All furniture shall be properly maintained and cleaned regularly. v. No umbrella signage is permitted.
vi. At least seven feet ground clearance shall be provided under umbrellas. vii. If portable heaters are used, they shall be located a minimum of two feet from the pedestrian zone.
viii. The outdoor dining area shall be maintained in a clean and safe condition at all times. ix. All Americans with Disabilities Act (ADA) requirements shall be met. b. The following regulations apply to applications for outdoor dining located in the public right-ofway:
i. All requirements of subsections I.1. of this section must be met; ii. Approval of a revocable encroachment permit per Chapter 12.08 must be obtained; iii. Furniture must be located immediately in front of the business it serves or shall have the consent of the businesses in which the outdoor dining area is abutting; iv. Tables shall be fastened to the ground, in a manner acceptable to the City Engineer; v. Outdoor dining furniture, except for the tables, shall not be left in the public right-of-way during non-business hours;
vi. Outdoor dining areas shall remain on the same side of the pedestrian zone along public sidewalks not wide enough to accommodate outdoor dining areas on both sides of the pedestrian zone unless there is a ten-foot separation between dining areas; vii. A two-foot vehicle buffer zone between the curb and the outdoor dining area or the pedestrian zone shall be maintained.
viii. A minimum pedestrian zone of four feet and six inches shall be maintained. ix. Outdoor dining areas shall not cause the pedestrian zone to encroach into the radius of a door swing.
x. Outdoor dining furniture shall not encroach into the vehicle buffer zone or the pedestrian zone.
2. Take-out restaurants are allowed with a take-out restaurant permit. a. The following regulations apply to all take-out restaurant permit applications. i. Identifiable containers and napkins shall be used for all carry-out food, and all litter resulting shall be promptly removed.
ii. A trash receptacle shall be provided near each public restaurant exit unless there is an existing trash receptacle within twenty-five (25) feet of each exit. If in the public right-ofway, the type of trash receptacle shall be subject to approval by the Public Works Department.
ATTACHMENT A
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Packet Pg. 114 Attachment: Ordinance 25-05 Amending Title 17 of the Orinda Municipal Code (Zoning) and Amending the Zoning Map for 26 Downtown Sites iii. The business owner shall keep the area in front of the restaurant clean and litter free and ensure that the trash receptacle does not overflow. In the event that receptacles in the public right-of-way overflow and are emptied by the city, the applicant shall be charged the cost of emptying the receptacle.
iv. The applicant must provide documentation showing that the requirements for off-street parking in Section 17.16.4 of the Orinda Municipal Code are met. v. Walk-up service is allowed, provided access is not directly to the public right-of-way. vi. A restaurant which offers food and beverages, or either one, for sale to a customer in a motor vehicle for consumption off-site is prohibited.
J. Prohibition of Specified Uses.
1. Commercial Marijuana Land Uses. Commercial marijuana land uses are a prohibited use in the downtown commercial district.
2. Outdoor Marijuana Cultivation. The outdoor cultivation of marijuana is a prohibited use in the downtown commercial district.
17.8.6 Downtown commercial district—Property development standards.
The following Schedule 17.8.6, entitled "DC District—Property Development Standards" prescribes minimum lot dimensions and property development regulations for the downtown commercial (DC) district. New construction, additions and replacement construction (excluding tenant improvements) in the DC district shall require a use permit under Chapter 17.36, to assure compliance with the intent of Section 17.8.1.
Schedule 17.8.6
DC District—Property Development Standards
Minimum Lot Area (square feet) 10,000
Minimum Lot Width and Depth (feet) 80
Minimum Yards:
Front (feet) 10
Side (feet) 10
Corner Side (feet) 10
Rear (feet) 10
Maximum Height of Structures (feet) 35
Maximum Site Landscaping (percent) 20
Minimum Lot Coverage (percent) 50
Maximum Stories 2 ½
17.8.7 Downtown office district—Description.
In addition to the general purposes set forth in Chapter 17.1 and at the beginning of this chapter, the specific purpose of the downtown office district ("DO district") is to provide sites for professional uses that offer services primarily to the needs of Orinda residents and visitors and for businesses at appropriate locations, consistent with the general plan and subject to development standards that ensure consistency with adjoining land uses.
17.8.8 Downtown office district—Use restrictions.
A. Uses By Right—No Use Permit Required. Offices for all forms of business, for the services of licensed professionals, and for government offices and facilities are permitted in the DO district without a use permit.
Limited manufacturing is permitted as an ancillary use in medical and dental practices.
ATTACHMENT A
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Packet Pg. 115 Attachment: Ordinance 25-05 Amending Title 17 of the Orinda Municipal Code (Zoning) and Amending the Zoning Map for 26 Downtown Sites B. Temporary Uses. A temporary use is permitted in the DO district if a temporary use permit is obtained under Chapter 17.37.
C. Permit RequirementRequired. The following uses are allowed in the DO district if a general use permit is obtained under Chapter 17.31: Clubs and other private associations, educational facilities, residential congregate care for elders, convalescent facilities, and day care.
D. Other Uses Prohibited. All uses not specifically permitted in this zoning district are prohibited.
E. Prohibition of Specified Uses.
1. Commercial Marijuana Land Uses. Commercial marijuana land uses are a prohibited use in the downtown office district.
2. Outdoor Marijuana Cultivation. The outdoor cultivation of marijuana is a prohibited use in the downtown office district.
17.8.9 Downtown office district—Property development standards.
The following Schedule 17.8.9, entitled "DO District—Property Development Standards" prescribes minimum lot dimensions and property development regulations for the downtown office (DO) district.
Schedule 17.8.9
DO District—Property Development Standards
Minimum Lot Area (square feet) 15,000
Minimum Lot Width (feet) 100
Minimum Yards:
Front (feet) 20
Side (feet) 10
Corner Side (feet) 15
Rear (feet) 10
Maximum Height of Structures (feet) 35
Maximum Lot Coverage (percent) 40
Minimum Site Landscaping (percent) 20
Maximum Stories 2 ½
17.8.10 Both All downtown districts—Additional property development standards.
A. Planting Areas. Visible yards not used for parking shall have a three-foot planting strip adjoining an interior property line within fifty (50) feet of a street property line. Front and corner side yards that are not used for drives or walks shall be planting area. Perimeter planting strips around parking lots shall be five feet wide, and ten percent of the interior of parking lots shall be landscaped. See Chapter 17.17 for general landscaping requirements.
B. Location of Parking. No parking shall be allowed in a front or corner side setback area unless the Planning Commission, as part of development plan approval, determines that no alternate location is feasible, parking lot landscaping will provide adequate screening, and the site plan and design conforms to the downtown design guidelines.
C. Accessory Structures.
1. Timing. Nonresidential accessory structures are prohibited prior to the start of construction of a principal structure on a site, except that construction trailers may be placed on a site at the time site clearance and grading begins. Construction trailers may remain on the site only for the duration of construction.
ATTACHMENT A
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Packet Pg. 116 Attachment: Ordinance 25-05 Amending Title 17 of the Orinda Municipal Code (Zoning) and Amending the Zoning Map for 26 Downtown Sites
2. Location. Except as provided in this subsection, nonresidential accessory structures shall not occupy a required front or corner side yard, or project beyond the front building line of the principal structure on a site. No accessory uses shall be permitted off-site.
3. Maximum Height. The maximum height of a nonresidential accessory structure shall be twelve (12) feet, subject to the provisions of this subsection; provided, that pitched roofs shall not exceed a height of sixteen (16) feet.
4. Relation to Property Lines. A nonresidential accessory structure in a required rear yard shall be located on a property line or shall be not less than three feet from a property line. A structure on a property line shall not exceed six feet in height at the property line and shall not intercept an inclined daylight plane sloping inward from a point six feet above the property line and rising one foot for each foot of distance for the property line.
5. Garages on an Alley. Garages facing an alley shall be set back twenty-five (25) feet from the alley centerline; garages siding on an alley shall be set back fifteen (15) feet from the alley centerline.
D. Fences and Retaining Walls. No fence shall exceed six feet in height. The combined height of a retaining wall and a separate fence on a property line shall not exceed eight feet unless the fence is set back from the retaining wall a minimum of half the distance of the required setback but no more than five feet. However, if the fence is on one property and the retaining wall on the abutting property, the maximum fence height is six feet regardless of the retaining wall height.
E. Walk-up Facilities. In order to maintain free flow of pedestrian circulation, walk-up facilities, including window service and bank ATM machines, shall be set back at least three feet from the property line and shall be wheelchair accessible at all locations. Where a vehicular circulation area or parking area separates the building from the property line, the walk-up facility shall be located so that it does not impede pedestrian circulation or create conflicts between pedestrian and vehicular circulation flows. A walk-up facility that does not conform to these requirements may only be permitted upon approval of a use permit.
F. Mechanical Equipment.
1. General Requirement. Exterior mechanical equipment (except solar collectors) and operating mechanical equipment must be screened from off-site views. Equipment to be screened includes, but is not limited to, heating, air conditioning, refrigeration equipment, plumbing line, ductwork and transformers. Placement of mechanical equipment is limited by the setback requirements of the base zoning district, unless otherwise provided for within this title.
2. Utility Meters. A utility meter must be screened from view from the public right-of-way. A meter or transformer in a required front yard or in a corner side yard must be enclosed in a subsurface vault.
3. Screening Specifications. Screening material may have evenly distributed openings or perforations not exceeding fifty (50) percent of the surface area and must effectively screen mechanical equipment so that it is not directly visible from off-site. Heavy, evergreen landscaping may be used to meet these requirements.
G. Refuse Storage Areas. A refuse storage area located within a building or screened on all sides by a sixfoot high concrete, masonry wall or similar screening mechanism and including an access gate must be provided before occupancy for uses other than a single-family or multifamily dwelling. The Planning Director may waive this screening requirement for refuse collection and storage equipment, including the use of a dumpster and waste storage container, if the collection/storage area is not visible from a street.
ATTACHMENT A
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Packet Pg. 117 Attachment: Ordinance 25-05 Amending Title 17 of the Orinda Municipal Code (Zoning) and Amending the Zoning Map for 26 Downtown Sites
17.8.11 Downtown Core districts—Description.
In addition to the general purposes set forth in Chapter 17.1 and at the beginning of this chapter, the specific purpose of the Downtown Core (“DCOR”) districts is to generally provide sites for community-serving retail, restaurant, and personal services on the ground floor, and multifamily residential and other uses on upper floors. Development standards are intended to enhance the "village character" of the downtown. The two DCOR districts listed in Section 17.8.12(B) are differentiated only in their permitted residential densities.
17.8.12 Downtown Core districts—Uses permitted.
A. All uses permitted in the Downtown Commercial district are also permitted in the Downtown Core districts, subject to the same regulations. When uses allowed in the Downtown Commercial district are proposed in the Downtown Core districts, Section 17.8.5 will determine whether a site is Type I, II or III Space, and the regulations in Sections 17.8.5, 17.8.6, and 17.8.10 apply.
B. Multifamily residential uses are permitted by right in the Downtown Core districts. Such residential uses are permitted only in Type II and Type III spaces (as specified in Section 17.8.5). Up to 30% of the linear building façade containing Type I spaces (as specified in Section 17.8.5) may include uses ancillary to multifamily residential uses, including access, common areas, and amenity spaces. Residential uses are not otherwise permitted in Type I spaces. Residential uses in the Downtown Core districts shall be subject to the following densities:
1. DCOR-30 (Downtown Core – Thirty dwelling units per acre). Residential development in the DCOR30 district requires a minimum density of twenty units per acre and a maximum density of thirty units per acre.
2. DCOR-55 (Downtown Core – Fifty-five dwelling units per acre). Residential development in the DCOR-55 district requires a minimum density of twenty units per acre and a maximum density of fifty-five units per acre.
C. Other Uses Prohibited. All uses not specifically permitted in this zoning district are prohibited.
17.8.13 Downtown Core districts—Property development standards.
A. Development with no Residential Uses. Property development standards for development with no residential uses are as specified in Section 17.8.6 and Section 17.8.10.
B. Development with Residential Uses. Property development standards for development with residential uses are specified in the Objective Design Standards for Multifamily Residential Housing in the Downtown Core and Downtown General Zoning Districts, dated September 29, 2025. Multifamily residential shall be developed in a vertical mixed-use configuration (as defined in Section 17.8.2) except in the following cases:
1. When existing development that will be retained on the same site contains Type I Space and the proposed development is located on the site such that no space within the proposed development is a Type I Space, development may alternatively use a horizontal mixed-use configuration (as defined by Section 17.8.2).
2. When the site proposed for development does not contain Type I space, development may alternatively use a horizontal mixed-use configuration (as defined by Section 17.8.2) or a multifamily residential-only configuration.
17.8.14 Downtown General district—Description.
In addition to the general purposes set forth in Chapter 17.1 and at the beginning of this chapter, the specific purpose of the Downtown General (“DG”) district is to provide sites for professional uses that offer services primarily to the needs of Orinda residents, visitors, and businesses at appropriate locations, and to allow for multifamily residential development consistent with the general plan and subject to development standards that ensure consistency with adjoining land uses.
ATTACHMENT A
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Packet Pg. 118 Attachment: Ordinance 25-05 Amending Title 17 of the Orinda Municipal Code (Zoning) and Amending the Zoning Map for 26 Downtown Sites
17.8.15 Downtown General district—Uses permitted.
All uses permitted in the Downtown Office district are also permitted in the Downtown General district, subject to the same regulations. When uses allowed in the Downtown Office district are proposed in the Downtown General district, the regulations in Sections 17.8.8 through 17.8.10 apply.
In addition, multifamily residential is permitted by right in accordance with the development standards of Section 17.8.16. Multifamily residential development proposed within the Downtown General district shall meet the minimum and maximum units per acre as described below:
1. The minimum density is 20 units per acre.
2. The maximum density is 25 units per acre.
Other Uses Prohibited. All uses not specifically permitted in this zoning district are prohibited.
17.8.16 Downtown General district—Property development standards.
A. Development with no Residential Uses. Property development standards for development with no residential uses shall be as specified in Section 17.8.9 and Section 17.8.10.
B. Development with Residential Uses. Property development standards for development with residential uses are specified within the Objective Design Standards for Multifamily Residential Housing in the Downtown Core and Downtown General Zoning Districts, dated September 29, 2025.
17.8.17 Objective Design Standards incorporated.
The provisions of the Objective Design Standards for Multifamily Residential Housing in the Downtown Core and Downtown General Zoning Districts, dated September 29, 2025, are incorporated in this chapter by reference. The Objective Design Standards apply only insofar as provided in this chapter.
4. Municipal Code section 17.30.3 is amended as follows:
17.30.3 Design review requirement.
To the extent permitted under state law, dDesign review approval prior to issuance of a building permit is required for a project which meets any one or more of the following descriptions:
A. Single-Family Residential Projects.
1. A new single-family home that is not a renovation;
2. An addition which exceeds one thousand (1,000) square feet;
3. An addition which creates a second story above an existing single story residence and an addition of a second story under an existing single story residence if the City receives a request for design review where one does not presently exist;
4. An addition over one hundred ninety-nine (199) square feet in size which:
a. Is proposed on a small or narrow lot as defined in Section 17.30.8 of this chapter; or b. Will result in a residence with a total floor area exceeding seven thousand (7,000) square feet, as provided in Section 17.30.6 of this chapter.
5. An addition over five hundred (500) square feet of floor area and over 18 feet in height located partially or entirely in the ridgeline or environmental preservation overlay district, except as provided in Section 17.5.6 of this chapter;
6. An addition that results in a home that is larger than the maximum permissible floor area without design review under Chapter 17.6;
7. A renovation which includes changes in doors or windows, or both, and an affected neighbor requests design review in accordance with Subsection 17.42.1.B. of this title. All other
ATTACHMENT A
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Packet Pg. 119 Attachment: Ordinance 25-05 Amending Title 17 of the Orinda Municipal Code (Zoning) and Amending the Zoning Map for 26 Downtown Sites renovations are exempt from design review so long as proof is made according to Planning Department requirements that the project meets the definition of a renovation;
8. An addition, including one under two hundred (200) square feet, will be subject to design review if an approval for either a new residence or for an exterior addition has been granted for the property within the past five years from the time of the subject application and design review would have been required under this section for the multiple projects combined and deemed to be a single project;
9. An addition of newly created habitable space in an attic or basement which is fully contained within the building envelope of any conforming or legally nonconforming single-family residential structure, as determined by the Zoning Administrator and an affected neighbor requests design review under Subsection 17.42.1.B. of this title.
B. Other Projects. Design review approval is required prior to an exterior change of any nonresidential building in the residential districts and any building in the following districts: RM, DC, DO, PS, PR, OS, PD and the SP districts, except for repair work and minor alterations as determined in the reasonable discretion of the Zoning Administrator. Changes which affect the exterior of a nonresidential building shall include proposed changes to signs and commercial brand identification materials, including but not limited to exterior color changes.the following types of development:
1. A new nonresidential building in the DC, DCOR, DG, DO, PS, PR, OS, PD, and SP districts.
2. An exterior change of any nonresidential building in any district, except for repair work and minor alterations as determined by the reasonable discretion of the Zoning Administrator.
Changes that affect the exterior of a nonresidential building shall include proposed changes to signs and commercial brand identification materials, including but not limited to exterior color changes.
3. A new, multifamily residential building in the RM, RH, DC, PD, and SP districts.
5. Municipal Code section 17.30.10 is amended as follows:
17.30.10 - Downtown design review.
Any project in the a downtown commercial district and the downtown office district whichidentified in Chapter
17.8 that is subject to design review under Subsection 17.30.3.B shall be required to meet the City of Orinda downtown design guidelines in effect at the time of the hearing.
ATTACHMENT A
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Packet Pg. 120 Attachment: Ordinance 25-05 Amending Title 17 of the Orinda Municipal Code (Zoning) and Amending the Zoning Map for 26 Downtown Sites Davis Rd
QuinceTer
Rio Vista
Moraga Way
Hazel Tree Rdg
The Knl
The Glade
Northwood Dr
Wild Plum Way
Jack Tree Knl
Orinda Way
Village Gate Rd
The KNL
Brookwood Rd
Ravenhill Rd
La P laza Dr
Cork Tree Ln
Morel lo
Pl
Mira Lom a Rd
Santa Maria Way
Vashell Way
Camino Pablo SB
Camino Pablo NB
Camino pablo
Camino Sobrante
W atchwood Rd
Byrant Way
Irwin Wa y
Bates Blvd
Orinda Woods Dr
AltarindaRd
Camino Pablo
262-290-006
260-191-006
260-192-002
260-192-004
260-192-009
265-011-002
265-011-007
265-011-008
265-012-002
265-012-007
265-012-010
265-012-012
265-170-005
265-170-009
265-170-014
265-170-022
265-170-034
265-170-038
265-170-040
268-141-020
268-142-008
273-021-002
273-021-003
273-021-004
273-021-005
273-021-009
Esri Community Maps Contributors, California State Parks, © OpenStreetMap, Microsoft, Esri, TomTom, Garmin, SafeGraph, GeoTechnologies, Inc, METI/NASA, USGS, Bureau of Land Management, EPA, NPS, US Census Bureau, USDA, USFWS Rezoned Districts
Downtown Core - 55 units/acre (DCOR-55)
Downtown Core - 30 units/acre (DCOR-30)
Downtown General - 25 units/acre (DG)
0 375 750 1,500 Feet
Zoning Map Exhibit:
Downtown Orinda Sites Rezoned to
DCOR-30, DCOR-55, and DG
ATTACHMENT B
F.3.d
Packet Pg. 121 Attachment: Ordinance 25-05 Amending Title 17 of the Orinda Municipal Code (Zoning) and Amending the Zoning Map for 26 Downtown Sites Camino Pablo Orinda Way
CA-24
CA-24
Brookwood
Bryant Way
Bates Blvd
Davis Rd
Camino Sobrante
Orinda BART
Station
Moraga Way Camino Pablo
Altarinda
Rd.
SantaMaria Wa
y
Objective Design Standards for Multifamily Residential Housing in the Downtown Core and Downtown General Zoning Districts Adopted by Ordinance 25-05 on _____________ i Objective Design Standards for Multifamily Residential Housing in the Downtown Core and Downtown General Zoning Districts September 29, 2025 F.3.e
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Attachment: Downtown Objective Design Standards for Multifamily Residential Housing (3733 : Adoption Table of Contents
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Attachment: Downtown Objective Design Standards for Multifamily Residential Housing (3733 : Adoption &KDSWHUɉIntroduction
ɉPurposeAs the name suggests, these Objective Design Standards are intended to be "objective" and clearly communicate the design intent for multifamily residential housing in the Downtown Core and Downtown General zoning districts. California 6WDWHODZGHȴQHVREMHFWLYHVWDQGDUGVDVWKRVHWKDWȊLQYROYHQRSHUVRQDORUVXEMHFWLYHMXGJPHQWE\DSXEOLFRɝFLDODQGDUHXQLIRUPO\YHULȴDEOHE\UHIHUHQFHWRDQH[WHUQDO DQGXQLIRUPEHQFKPDUNRUFULWHULRQDYDLODEOHDQGNQRZDEOHE\ERWKWKHGHYHORSPHQWDSSOLFDQWDQGSXEOLFRɝFLDOSULRUWRVXEPLWWDOȋ7KHVH2EMHFWLYH'HVLJQ6WDQGDUGVZLOOVWUHDPOLQHWKHGHYHORSPHQWSURSRVDOUHYLHZDQGHQWLWOHPHQWSURFHVVHQDEOLQJDOOPXOWLIDPLO\UHVLGHQWLDODQGPL[HGXVHGHYHORSPHQWSURSRVDOVWKDWPHHWWKHVHVWDQGDUGVDVZHOODVWKHGHYHORSPHQWVWDQGDUGVDQGXVHUHTXLUHPHQWVVSHFLȴHGLQ2ULQGD0XQLFLSDO&RGH7LWOH&KDSWHU 'RZQWRZQ'LVWULFWV
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Attachment: Downtown Objective Design Standards for Multifamily Residential Housing (3733 : Adoption B. ΖQGHVFULELQJVWDQGDUGVWKLV&KDSWHUUHIHUVWRGHVLJQVLWHV$GHVLJQVLWHLV W\SLFDOO\DSDUFHOLQWKH'RZQWRZQ&RUHRU'RZQWRZQ*HQHUDO]RQLQJGLVWULFWVΖQFDVHVRISDUFHOFRQVROLGDWLRQWKHFRQVROLGDWHGSDUFHOVDUHFRQVLGHUHGDVDGHVLJQVLWH(DFKGHVLJQVLWHVKDOOIROORZGHYHORSPHQWVWDQGDUGVGHVFULEHGLQWKH]RQHVWDQGDUGVIRUWKHUHOHYDQW'RZQWRZQPL[HGXVH]RQH)RUPRUHLQIRUPDWLRQRQ'RZQWRZQ]RQHVWDQGDUGVUHIHUWR&KDSWHU 'RZQWRZQ=RQHV
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Packet Pg. 127
Attachment: Downtown Objective Design Standards for Multifamily Residential Housing (3733 : Adoption ɉTerminology
7KHIROORZLQJWHUPLQRORJ\DSSO\WRWKHWH[WRIWKLV&KDSWHU "Shall", "May" and "Should".6KDOOLVDOZD\VPDQGDWRU\DQGQRWSHUPLVVLYH 0D\LVSHUPLVVLYH6KRXOGLVDGYLVRU\DQGLGHQWLȴHVJXLGDQFHSURYLGHGE\WKH&LW\LQLPSOHPHQWDWLRQRIWKHVHVWDQGDUGV Tenses and Numbers.:RUGVXVHGLQWKHSUHVHQWWHQVHLQFOXGHWKHIXWXUHZRUGV XVHGLQWKHVLQJXODULQFOXGHWKHSOXUDODQGWKHSOXUDOLQFOXGHVWKHVLQJXODUXQOHVVWKHFRQWH[WFOHDUO\LQGLFDWHVWKHFRQWUDU\ Applicable.$SSOLFDEOHUHIHUVWRDOOUHODWHGVWDQGDUGVLQWKLVGRFXPHQWVRDVWR QRWUHTXLUHVWDWLQJWKHSKUDVHDQGDOODSSOLFDEOHVWDQGDUGVWKURXJKRXW Conjunctions.8QOHVVWKHFRQWH[WFOHDUO\LQGLFDWHVRWKHUZLVHWKHIROORZLQJ FRQMXQFWLRQVVKDOOEHLQWHUSUHWHGDVIROORZV
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References. &LW\ZKHQLQFOXGHGDVDUHIHUHQFHLQFOXGHVUHODWHGGHSDUWPHQWV ERDUGVFRPPLVVLRQVDQGRWKHUSXEOLFRɝFHV'LUHFWRUUHIHUVWRD&LW\RɝFLDOZKRSHUIRUPVWKHIXQFWLRQUHIHUUHGWRDQGKDVWKHDXWKRULW\WRGRVR ɉRelationship to Other City Ordinances and Policies Orinda General Plan (1987) and Housing Element (2023-2031)7KLVGRFXPHQW is in alignment with the vision of the Orinda General Plan as amended, and the +RXVLQJ(OHPHQW WK&\FOH
IRUWKHSDUFHOVDQGULJKWVRIZD\ZLWKLQWKH'RZQWRZQ– Core and Downtown – General land use categories. 3 Objective Design Standards for Multifamily Residential Housing in the Downtown Core and Downtown General Zoning Districts September 29, 2025 F.3.e
Packet Pg. 128
Attachment: Downtown Objective Design Standards for Multifamily Residential Housing (3733 : Adoption Title 17, Orinda Zoning CodeΖIDSURYLVLRQRIWKLVGRFXPHQWLVLQFRQVLVWHQW ZLWKDQRWKHUSURYLVLRQRI7LWOH
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Packet Pg. 129
Attachment: Downtown Objective Design Standards for Multifamily Residential Housing (3733 : Adoption &KDSWHUɉDowntown Zones
ɉPurpose and ApplicabilityThis Chapter describes the two base Downtown mixed-use zones. These zones are:
A. Downtown Core (DCOR)B. Downtown General (DG)
%RWK]RQHVDUHLQWHQGHGWRFUHDWHPL[HGXVHZDONDEOHHQYLURQPHQWVEXWWKH\GLHUin their function and intensity of use. Design Site Orientation. The front of a design site is assumed to be along the primary abutting street.In situations where design sites abut two primary streets (such as corner sites), typically the narrowest side should be treated as the front of the design site, and subject to applicable standards.In situations where the design site does not abut a street or abuts the street via a ȵDJORWVWHPDVGHȴQHGLQ&KDSWHU 'HȴQLWLRQV
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Attachment: Downtown Objective Design Standards for Multifamily Residential Housing (3733 : Adoption ɉOverview of Downtown Zones
The two new Downtown mixed-use zones correspond to the two kinds of mixed-use environments anticipated for Downtown Orinda - horizontal mixed-use and vertical mixed-use. A summary of the characteristics of each Downtown mixed-use zone is described below. 7DEOH$ɉSummary of Downtown Mixed-Use Zones
Downtown Core Downtown General
Zone Abbreviation DCOR DGSub-Zones DCOR–30 (Downtown Core–Thirty dwelling units per acre) '&25Ȃ
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Intent A walkable, higher-intensity, generally "vertical mixed-use" environment of medium- to large-footprint buildings providing neighborhood and community-serving commercial, retail, entertainment, civic, and institutional uses at the ground ȵRRUDQGKRXVLQJDQGRWKHUXVHVRQXSSHUȵRRUV7KLV]RQHsupports a Downtown environment aimed at community gathering and activity.
A walkable, moderate-intensity neighborhood of small-toPHGLXPIRRWSULQWEXLOGLQJVZLWKDPL[RIRɝFHUHVLGHQWLDOand supporting uses of neighborhood-serving retail and services. Buildings may be vertically mixed-use or organized ZLWKGLHUHQWXVHVKRUL]RQWDOO\7KLV]RQHSURYLGHVDWUDQVLWLRQin scale and intensity of use between Downtown’s higher intensity mixed-use zones to residential neighborhoods.
Desired Built Character Primarily attached buildings, with medium-to-large building footprints.
A mix of attached and detached buildings, with small to medium building footprints.
Building heights of 45 feet Building heights of 35 feetBuildings at the edge of the sidewalk, with small to no front and side setbacks.
Buildings with small front and side setbacks, or uniformly set back from the edge of the sidewalk.
Predominantly commercial frontages such as Shopfronts, Terraces, Galleries and Forecourts.
A mix of residential and non-residential frontages including Porches and Dooryards.
Predominantly structured parking in basement and podium FRQȴJXUDWLRQZLWKVRPHVXUIDFHSDUNLQJVHWEDFNIURPWKHstreet.
Predominantly surface parking set back from the street, with VRPHVWUXFWXUHGSDUNLQJLQEDVHPHQWSRGLXPFRQȴJXUDWLRQ 6 Objective Design Standards for Multifamily Residential Housing in the Downtown Core and Downtown General Zoning Districts September 29, 2025 F.3.e
Packet Pg. 131
Attachment: Downtown Objective Design Standards for Multifamily Residential Housing (3733 : Adoption ɉDowntown Core (DCOR)
Intent. A walkable, higher-intensity, generally "vertical mixeduse" environment of medium- to large-footprint buildings providing -neighborhood and community-serving commercial, retail, entertainment, civic, and institutional uses at the ground ȵRRUDQGKRXVLQJDQGRWKHUXVHVRQXSSHUȵRRUV7KLV]RQHsupports a Downtown environment aimed at community gathering and activity. 7DEOH$ɉKey Characteristics: DCOR Zone
5HOHYDQWIRUPHOHPHQWVDVVKRZQLQ)LJXUH
Primarily attached, medium- to large-footprint buildingsBuilding heights up to 45'Upper stories stepped back above 35'Small to no front setbacksSmall to no side setbacksPredominantly commercial frontages such as Shopfronts, Galleries, Terraces and Forecourts )LJXUHɉ=RQHΖQWHQW'LDJUDP
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7 Objective Design Standards for Multifamily Residential Housing in the Downtown Core and Downtown General Zoning Districts September 29, 2025 F.3.e
Packet Pg. 132
Attachment: Downtown Objective Design Standards for Multifamily Residential Housing (3733 : Adoption 7DEOH%ɉBuilding Types: DCOR Zone
Allowed Type Design Site
Width
Design Site Depth
Standards
Townhouse
PLQ1 60' min. Section 4.04
Live/Work Building
PLQ1 60' min. 6HFWLRQMain Street Building
PLQ 80' min. Section 4.08
Lined Building 300' max. 400' max. Section 4.09
Notes
Refer to Chapter 4 (Building Type Standards) and Chapter 5 (Massing and Facade Articulation Standards) for applicable standards.1. Represents one Townhouse or Live/Work unit. 7DEOH&ɉBuilding Placement: DCOR ZoneSetback (Distance from ROW/Design Site Line) )URQW
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Building Footprint
Design Site Coverage Refer to standards by Building
Type in Chapter 4 (Building Type Standards).
Notes
Design sites shall require landscaping plans per Section 3.03 (Landscaping) of this document and Chapter 17.17 (Landscaping) of Title 17 (Zoning).1. The maximum setback shall be adjusted to the edge of any easement that extends to or beyond the listed maximum setback.
Street: Front (Typically the narrowest side of a Design Site) Street: Side
max.
min.
min.
min.
max.
min.
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ROW/Design Site LineBuilding Setback Line
Buildable Area)DFDGH=RQH
8 Objective Design Standards for Multifamily Residential Housing in the Downtown Core and Downtown General Zoning Districts September 29, 2025 F.3.e
Packet Pg. 133
Attachment: Downtown Objective Design Standards for Multifamily Residential Housing (3733 : Adoption )LJXUHɉBuilding Form and Maximum Envelope
7DEOH'ɉBuilding Form and Maximum Envelope: DCOR ZoneHeight Base Overall Building Height1 50' max.Highest Top Plate 45' max.Number of Floors 4 max.
Upper Story Stepback2
Front and Side Street
PLQDERYH
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PLQDERYH
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Ground Floor StandardsGround Floor Finish Level and Height Residential
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grade in compliance with local and federal accessibility standards.
Non-Residential Flush with Sidewalk or Terrace Frontage Type.Ground Floor Ceiling PLQIRUUHVLGHQWLDOXVH
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Ground Floor Usable Space Dimensions
Depth of Ground Floor Usable Space3
30' min. when facing a street or civic space.
Width of Ground Floor Usable Space
PLQRIEXLOGLQJIDFDGHZKHUHWKHfacade includes Type I space.4 Notes
5HIHUWR&KDSWHU
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IRUUHȴQHPHQWVWRKHLJKWDQGmassing standards. Including allowed height projections such as parapets and roof forms. 8SSHUVWRU\VWHSEDFNLVQRWUHTXLUHGZKHQȵRRUVDERYH DUHZLWKLQD
mansard roof. See Section 5.07 (Mansard Roofs) for applicable standards.3. 6HH'HSWK*URXQG)ORRU8VDEOH6SDFHLQ6HFWLRQ 'HȴQLWLRQV
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Packet Pg. 134
Attachment: Downtown Objective Design Standards for Multifamily Residential Housing (3733 : Adoption Street (Front: Typically the Narrowest Side of a Design Site) Street (Side)
7DEOH(ɉParking Location: DCOR ZoneSetback for At or Above-Grade Parking (Distance from ROW/Design Site Line) Front 30' min.Side Street 5' min. Side 0' min.Rear 5' min.
Setback for Subterranean Parking (Distance from ROW/Design Site Line) All Sides 0' min.
Parking Spaces Required for New Buildings
7RWKHH[WHQWSHUPLWWHGE\ODZDVVSHFLȴHGLQ6HFWLRQ 26WUHHW3DUNLQJDQG/RDGLQJ6SDFHV5HTXLUHG
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Notes
Driveways not allowed in the front of a Design Site on a corner Design Site.Front minimum parking setbacks do not apply to properties with utility HDVHPHQWVORFDWHGZLWKLQ RIWKH52:'HVLJQ6LWH/LQH
7DEOH)ɉFrontages: DCOR ZoneAllowed Type Front Side St. Standards Dooryard Allowed Allowed Section 6.05
Stoop Not Allowed Allowed Section 6.06
Forecourt Allowed Allowed 6HFWLRQ
Shopfront Allowed Allowed Section 6.08
Terrace Allowed Allowed Section 6.09
Gallery Allowed Allowed 6HFWLRQ
Notes
Refer to Chapter 6 (Frontage Standards) for additional standards. 7DEOH*ɉEncroachments into Setbacks: DCOR ZoneEncroachment Type Front Side St. Side Rear Architectural Elements 4' max. 4' max. 3' max. 3' max.Stairs Not Allowed 3' max. 3' max. 3' max.Mechanical equipment $VSHU6HFWLRQ
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Notes
Encroachments not allowed within ROW, or across design site lines, except as provided below.Upper story encroachments allowed within ROW on Front and Side Streets with a height FOHDUDQFHRI PLQZKLOHEHORZUHTXLUHGXSSHUVWRU\VWHSEDFNVRefer to Chapter 6 (Frontage Standards) for standards.Ramps providing ADA or FHA visitability are allowed within setbacks but shall not encroach within public ROWs. )LJXUHɉParking Placement
ROW/Design Site Line Parking Area (at or above grade)Building Setback Line 10 Objective Design Standards for Multifamily Residential Housing in the Downtown Core and Downtown General Zoning Districts September 29, 2025 F.3.e
Packet Pg. 135
Attachment: Downtown Objective Design Standards for Multifamily Residential Housing (3733 : Adoption ɉDowntown Mixed-Use General (DG)
Intent. A walkable, moderate-intensity neighborhood of smallWRPHGLXPIRRWSULQWEXLOGLQJVZLWKDPL[RIRɝFHUHVLGHQWLDOand supporting uses of neighborhood-serving retail and services. Buildings may be vertically mixed-use or organized ZLWKGLHUHQWXVHVKRUL]RQWDOO\7KLV]RQHSURYLGHVDWUDQVLWLRQin scale and intensity of use between Downtown’s higher intensity mixed-use zones to residential neighborhoods. 7DEOH$ɉKey Characteristics: DG Zone
5HOHYDQWIRUPHOHPHQWVDVVKRZQLQ)LJXUH
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11 Objective Design Standards for Multifamily Residential Housing in the Downtown Core and Downtown General Zoning Districts September 29, 2025 F.3.e
Packet Pg. 136
Attachment: Downtown Objective Design Standards for Multifamily Residential Housing (3733 : Adoption 7DEOH%ɉBuilding Types: DG Zone
Allowed Type Design Site
Width
Design Site Depth
Standards
Townhouse
PLQ1 60' min. Section 4.04
Courtyard Building
PLQ
PLQ Section 4.05
Multiplex Building 60' min.
PLQ Section 4.06
Live/Work Building
PLQ1 60' min. 6HFWLRQ
Main Street Building
PLQ
PLQ Section 4.08
Notes
Refer to Chapter 4 (Building Type Standards) and Chapter 5 (Massing and Facade Articulation Standards) for applicable standards.1. Represents one Townhouse or Live/Work unit. 7DEOH&ɉBuilding Placement: DG ZoneSetback (Distance from ROW/Design Site Line) )URQW
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PLQ
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)DFDGH=RQH
PLQ
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Rear
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Building within Facade Zone (Applies to Front and Side Street setbacks, excludes Side and Rear setbacks) Front PLQSide Street 50% min.
Building Footprint
Design Site Coverage Refer to standards by Building
Type in Chapter 4 (Building Type Standards).
Table 2.04.C Building Placement: DG Zone (Continued)Notes Design sites shall require landscaping plans per Section 3.03 (Landscaping) of this document and Chapter 17.17 (Landscaping) of Title 17 (Zoning).1. The maximum setback shall be adjusted to the edge of any easement that extends to or beyond the listed maximum setback.2. In Townhouse and Live/Work Building Types, side setbacks apply only to the end Townhouses and Live/Work in a run of attached Townhouses and Live/Work.
Street: Front (Typically the narrowest side of Design Site) Street: Side
max.
min.
min.
min.
max.
min.
)LJXUHɉBuilding Placement
ROW/Design Site LineBuilding Setback Line
Buildable Area)DFDGH=RQH
12 Objective Design Standards for Multifamily Residential Housing in the Downtown Core and Downtown General Zoning Districts September 29, 2025 F.3.e
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Attachment: Downtown Objective Design Standards for Multifamily Residential Housing (3733 : Adoption ROW/Design Site Line
7DEOH'ɉBuilding Form and Maximum Envelope: DG ZoneHeight Base Additional Height Areas Overall Building Height1 40' max. 50' max.Highest Top Plate 35' max. 45' max.Number of Floors 3 max. 4 max.
Upper Story Stepback2
Front and Side Street
PLQDERYH
RIKHLJKWSide and Rear when DEXWWLQJ5/
PLQDERYH
RIKHLJKW
Ground Floor StandardsGround Floor Finish Level and Height Residential
PLQ&RPPRQHQWULHVPD\EHVHWDW
grade in compliance with local and federal accessibility standards.
Non-Residential 6" max. Common entries may be set at
grade in compliance with local and federal accessibility standards.
Ground Floor Ceiling
PLQIRUUHVLGHQWLDOXVH
PLQIRUQRQUHVLGHQWLDOXVH
Ground Floor Usable Space Dimensions
Depth of Ground Floor Usable Space
30' min. when facing a street or civic space.
Width of Ground Floor Usable Space
PLQRIEXLOGLQJIDFDGHIRU0DLQ6WUHHWand Live/Work Building types when facing a street or civic space.
Notes
5HIHUWR&KDSWHU
%XLOGLQJ7\SH6WDQGDUGV
IRUUHȴQHPHQWVWRKHLJKWDQGmassing standards.Including allowed height projections such as parapets and roof forms. 8SSHUVWRU\VWHSEDFNLVQRWUHTXLUHGZKHQȵRRUVDERYH DUHZLWKLQD
mansard roof. See Section 5.07 (Mansard Roofs) for applicable standards. )LJXUHɉUpper Story Stepbacks
ROW/Design Site LineBuilding Envelope Upper Story (stepped back) )LJXUHɉBuilding Form and Maximum Envelope
13 Objective Design Standards for Multifamily Residential Housing in the Downtown Core and Downtown General Zoning Districts September 29, 2025 F.3.e
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Attachment: Downtown Objective Design Standards for Multifamily Residential Housing (3733 : Adoption Street (Front: Typically Narrowest Side of Design Site) Street (Side)
7DEOH(ɉParking Location: DG ZoneSetback for At or Above-Grade Parking (Distance from ROW/Design Site Line) Front 30' min.Side Street 5' min. Side 5' min.Rear 5' min.
Setback for Subterranean Parking (Distance from ROW/Design Site Line) All Sides 0' min.
Parking Spaces Required for New Buildings
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Parking Space Dimensions for New Buildings
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Driveway Dimensions for New Buildings
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Notes
Driveways not allowed in the front of a Design Site on a corner Design Site.Front minimum parking setbacks do not apply to properties with utility HDVHPHQWVORFDWHGZLWKLQ RIWKH52:'HVLJQ6LWH/LQH
7DEOH)ɉFrontages: DG ZoneAllowed Type Front Side St. Standards Porch - Projecting Allowed Allowed Section 6.03
Porch - Engaged Allowed Allowed Section 6.04
Dooryard Allowed Allowed Section 6.05
Stoop Not Allowed Allowed Section 6.06
Forecourt Allowed Allowed 6HFWLRQ
Terrace Allowed Allowed Section 6.09
Notes
Refer to Chapter 6 (Frontage Standards) for additional standards. 7DEOH*ɉEncroachments into Setbacks: DG ZoneEncroachment Type Front Side St. Side Rear Frontages 8' max. 8' max. Not allowed Not AllowedArchitectural Elements 3' max. 3' max. 3' max. 3' max.Stairs Not Allowed 3' max. 3' max. 3' max.Mechanical equipment $VSHU6HFWLRQ
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Notes
Encroachments not allowed within ROW, or across design site lines, except as provided below.Upper story encroachments allowed within ROW on Front and Side Streets with a height FOHDUDQFHRI PLQZKLOHEHORZUHTXLUHGXSSHUVWRU\VWHSEDFNVRefer to Chapter 6 (Frontage Standards) for standards.Ramps providing ADA or FHA visitability are allowed within setbacks but shall not encroach within public ROWs. )LJXUHɉParking Placement
ROW/Design Site Line Parking Area (at or above grade)Building Setback Line 14 Objective Design Standards for Multifamily Residential Housing in the Downtown Core and Downtown General Zoning Districts September 29, 2025 F.3.e
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Attachment: Downtown Objective Design Standards for Multifamily Residential Housing (3733 : Adoption &KDSWHUɉSite Standards
ɉPurposeThe standards in this Chapter are intended to ensure that the development of property within the Downtown Core and Downtown General zones accomplishes the following:1. Ensures that new or altered structures are compatible with the scale, design and use of existing structures on neighboring properties;
2. Respects the existing conditions and safety of neighboring properties; and3. 'RHVQRWDGYHUVHO\DHFWQHLJKERULQJSURSHUWLHVZLWKDGYHUVHO\DHFWPHDQLQJ to impact in a substantial, negative manner the habitability or enjoyability of these properties. ɉScreeningThis Section prescribes standards for screening, fences, and walls for the conservation and protection of property, the assurance of safety and security, the enhancement of privacy, the attenuation of noise, and the improvement of the visual environment of the neighborhood.1. Design Standards for Screening. Screening shall comply with the following:
A. Maximum Screening Height. Screening shall not exceed the maximums LGHQWLȴHGLQ7DEOH$
0D[LPXP6FUHHQLQJ+HLJKWZLWKLQUHTXLUHGSetbacks).
B. Screening Height Measurement. Screening height shall be measured as the YHUWLFDOGLVWDQFHEHWZHHQWKHȴQLVKHGJUDGHDWWKHEDVHRIWKHVFUHHQDQGWKHtop edge of the screen material. 15 Objective Design Standards for Multifamily Residential Housing in the Downtown Core and Downtown General Zoning Districts September 29, 2025 F.3.e
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Attachment: Downtown Objective Design Standards for Multifamily Residential Housing (3733 : Adoption C. Materials Not Allowed. Barbed wire and razor wire screening is not allowed. 7DEOH$ɉMaximum Screening Height within required SetbacksFences Fences and Freestanding Walls
Hedges
Front 3' max. 4' max.Side Street 3' max. 4' max.Side 6' max. 6' max. Rear 6' max. 6' max.
2. Screening on Retaining Walls. The total height of screens, or the combined KHLJKWRIDVFUHHQDQGUHWDLQLQJZDOO
WKDWWKHVFUHHQPD\EHPRXQWHGRQRUattached to), shall not exceed six feet.
3. Mechanical Equipment Screening. The following standards shall apply:
A. Roof-Mounted Equipment. Building parapets or other architectural elements LQWKHEXLOGLQJȇVDUFKLWHFWXUHVW\OHVKDOOVFUHHQURRIPRXQWHGHTXLSPHQWDVVSHFLȴHGEHORZ
New buildings shall be designed to provide a parapet or other architectural element that is as tall or taller than the highest point on any new PHFKDQLFDOHTXLSPHQWWREHORFDWHGRQWKHURRIRIWKHEXLOGLQJ DQG
For existing buildings with no parapet or low parapet heights, mechanical HTXLSPHQWVKDOOEHVXUURXQGHGRQDOOVLGHVE\DQRSDTXHVFUHHQZDOODV WDOODVWKHKLJKHVWSRLQWRIWKHHTXLSPHQW7KHZDOOVKDOOEHDUFKLWHFWXUDOO\consistent with the building and match the existing building with paint, ȴQLVKDQGWULPFDSGHWDLO
)UHHVWDQGLQJRUURRIPRXQWHGVRODUHTXLSPHQWDQGYHQWVOHVVWKDQIRXU IHHWLQKHLJKWDUHH[HPSWIURPVFUHHQLQJUHTXLUHPHQWV B. Wall- and Ground-Mounted Equipment. The following standards shall apply IRUHTXLSPHQWPRXQWHGWRZDOOVDQGWKHJURXQG
7KHHTXLSPHQWLVQRWDOORZHGEHWZHHQWKHIDFHRIWKHEXLOGLQJDQGWKH street;
16 Objective Design Standards for Multifamily Residential Housing in the Downtown Core and Downtown General Zoning Districts September 29, 2025 F.3.e
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Attachment: Downtown Objective Design Standards for Multifamily Residential Housing (3733 : Adoption
0HFKDQLFDOHTXLSPHQWVKDOOEHLQVWDOOHGFORVHUWRDKDELWDEOHVWUXFWXUHRQ the property it serves than to a habitable structure on adjacent properties, DVGHVFULEHGLQ6HFWLRQ
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Screening shall be architecturally compatible and include matching paint, ȴQLVKDQGWULPFDSRIWKHEXLOGLQJ
4. Temporary Fencing. Temporary fencing may be used to provide security for approved special events, construction sites, or vacant structures and land, which cannot otherwise be secured. All temporary fencing shall:A. Consist of chain link fencing or other materials subject to Director review and approval for compliance with objective standards;
B. Not exceed six feet in height;C. Be removed at the conclusion of the special event or completion of FRQVWUXFWLRQDFWLYLWLHV
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D. All approved fencing for construction sites shall not be installed until a Building 3HUPLWRU*UDGLQJ3HUPLWKDVEHHQLVVXHGDQGVKDOOEHUHPRYHGSULRUWRȴQDOinspection. The use of temporary fencing around occupied structures that can be secured by other means is prohibited. The use of temporary fencing around vacant land or vacant structures is subject to the terms and conditions VSHFLȴHGLQWKH3HUPLWDXWKRUL]LQJWKHIHQFLQJ
5. Safety. Fences, walls, and other screening and landscaping shall be in compliance with the following visibility standard:A. Within 25 feet of the point of intersection of two or more vehicular access ways, including driveways, alleys, or streets, a visibility zone is to be maintained DVPDQGDWHGE\WKH&LW\RI2ULQGD V'HSDUWPHQWRI3XEOLF:RUNVDQG
(QJLQHHULQJ6HUYLFHVZLWKDPD[LPXPKHLJKWRILQFKHVDERYHWKHHGJHRISDYHPHQWIRUODQGVFDSLQJ H[FHSWWUHHV
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Figure 3.02.1 Visibility Standards
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17 Objective Design Standards for Multifamily Residential Housing in the Downtown Core and Downtown General Zoning Districts September 29, 2025 F.3.e
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Attachment: Downtown Objective Design Standards for Multifamily Residential Housing (3733 : Adoption ɉLandscaping
This Section prescribes landscaping standards for the protection and enhancement of WKHHQYLURQPHQWDODQGYLVXDOTXDOLW\RI'RZQWRZQHQKDQFHPHQWRISULYDF\DQGWKHcontrol of dust.1. Required Landscaping. 7KHODQGVFDSLQJUHTXLUHGVKDOOEHLQVWDOOHGDVSDUWRIWKH GHYHORSPHQWRULPSURYHPHQWUHTXLULQJWKHODQGVFDSLQJA. /DQGVFDSLQJPDWHULDOVVKDOOEHLQWHJUDWHGLQWRWKHUHTXLUHGVHWEDFNVVWUHDP DQGZHWODQGEXHUVDQGGHVLJQRIWKHVHOHFWHGIURQWDJHW\SHV B. Standards for landscaping in parking areas shall be in combination with VWDQGDUGVIRUSDUNLQJDQGORDGLQJ]RQHVDVGHVFULEHGLQ&KDSWHU 26WUHHW3DUNLQJDQG/RDGLQJ
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C. Standards for landscaping shall be coordinated with lighting standards as GHVFULEHGLQ6HFWLRQ
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D. Standards for landscaping shall be in compliance with all regulations and VWDQGDUGV
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2. Standards for Landscape Plans./DQGVFDSLQJ3ODQVDUHUHTXLUHGIRU development in the Downtown Core and Downtown General zones, as described LQ&KDSWHU /DQGVFDSLQJ
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3. Design Standards. The following landscaping design standards will apply in the Downtown Core and Downtown General zones. A. Allowed Landscaping Materials. Landscaping materials shall comply with the following:
Shrubs, of min. one-gallon size or larger;
Ground cover instead of grass/turf; and/or
18 Objective Design Standards for Multifamily Residential Housing in the Downtown Core and Downtown General Zoning Districts September 29, 2025 F.3.e
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Attachment: Downtown Objective Design Standards for Multifamily Residential Housing (3733 : Adoption
Decorative non-living landscaping materials including, but not limited to, sand, stone, gravel, wood or water to satisfy a maximum of 25 percent of WKHUHTXLUHGODQGVFDSLQJDUHD
Trees, including street trees, of 15-gallon size or larger, double-staked; planted between the curb and the back of the sidewalk.
B. Species Selection.
6SHFLHVVHOHFWLRQVKDOOFRPSO\ZLWKWKH$SSURYHG3ODQW3DOHWWHLQ$SSHQGL[ A of this document, with the following notes:
D
1DWLYHDQGGURXJKWWROHUDQWVSHFLHVDUHUHTXLUHGWRPHHWWKHPLQLPXP standards of applicable local Water Conservation Ordinances.
E
Species selection shall be in compliance with standards prescribed by WKH0RUDJD2ULQGD)LUH'LVWULFW
F
Species selection for watercourses shall be coordinated with recommended locally native and drought-tolerant species.
G
No species on the Disallowed Vegetation List, maintained by the City of Orinda, shall be permitted on sites within the Downtown Core and Downtown General zones.
H
6SHFLHVVHOHFWLRQPD\DOVREHPDGHIURPWKH&LW\RI2ULQGD V3ODQWV
IRUD)LUH6DYY\/DQGVFDSHJXLGH
C. Existing Vegetation.([LVWLQJRQVLWHSURWHFWHGWUHHVDVGHȴQHGLQ6HFWLRQ
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VKDOOEHLQFRUSRUDWHGLQWRWKH
ODQGVFDSLQJSODQV$7UHH5HPRYDO3HUPLWLVUHTXLUHGIRUWKHSURSRVHGremoval of any existing protected trees in accordance with Chapter 17.21 7UHH0DQDJHPHQW
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([LVWLQJYHJHWDWLRQRQWKH'LVDOORZHGVegetation List, maintained by the City of Orinda, shall be removed.
D. Maintenance.5HTXLUHGODQGVFDSLQJVKDOOEHPDLQWDLQHGLQDFOHDQDQG healthy condition. This shall include pruning, weeding, removal of litter, fertilizing, replacement of plants when necessary, and the appropriate watering of all plantings. All landscaping shall be maintained in compliance ZLWKWKH([WHULRU:LOGILUH+D]DUG$EDWHPHQW5HTXLUHPHQWVSUHVFULEHGE\WKH0RUDJD2ULQGD)LUH'LVWULFW 19 Objective Design Standards for Multifamily Residential Housing in the Downtown Core and Downtown General Zoning Districts September 29, 2025 F.3.e
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Attachment: Downtown Objective Design Standards for Multifamily Residential Housing (3733 : Adoption &KDSWHUɉBuilding Type Standards
ɉPurposeThis Chapter provides the standards for development of individual building types to achieve the intended physical character of the Downtown Core and Downtown *HQHUDO]RQHVRHUKRXVLQJFKRLFHVDQGDRUGDEOHKRXVLQJRSSRUWXQLWLHVDQG incubate small businesses as amenities within walkable neighborhoods. ɉBuilding Types 1. Building types are used to articulate size, scale, and intensity according to the intent of each zone.
2. The design site size standards for each building type are set in each zone to generate pedestrian-oriented buildings within the overall intended physical FKDUDFWHURIHDFK]RQH7KHGHVLJQVLWHVL]HVWDQGDUGLGHQWLȴHVWKHUDQJHRIdesign site sizes on which the given building type is allowed to be built.
3. Certain building types have additional standards beyond the zone standards to further calibrate the type for its context.
4. Each design site shall have only one primary building type developed in accordance with these Objective Design Standards, except as follows, and in compliance with all standards: A. Multiple Design Sites. More than one building type is allowed on a parcel WKDWLGHQWLȴHVSURSRVHGPXOWLSOHGHVLJQVLWHOLQHVWKDWPHHWWKHVWDQGDUGVof this Section. (1) A parcel large enough to accommodate multiple design sites but smaller than the size of a block. The individual Design Sites are not required to be recorded as new parcels; or (2) A parcel large enough to create one or more new blocks. 20 Objective Design Standards for Multifamily Residential Housing in the Downtown Core and Downtown General Zoning Districts September 29, 2025 F.3.e
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Attachment: Downtown Objective Design Standards for Multifamily Residential Housing (3733 : Adoption
5. On-Site Open Space. The standards identify only the required type (private or common) and amount. For example, if the type only has standards for private open space, common open space is not required for that building type. The LGHQWLȴHGDPRXQWLVIRUWKHHQWLUHEXLOGLQJXQOHVVVSHFLȴHGRWKHUZLVH
6. Parking. Parking shall be designed in compliance with the zone standards for parking placement.
7. Main Body and Wings. Buildings are articulated as a larger "body" and smaller "wings". Wings are required to be smaller in size and height than the main body to visually reduce the overall size of a building. To further this objective, the VWDQGDUGVVSHFLI\WKHDPRXQWWKDWZLQJVDUHUHTXLUHGWREHRVHWIURPWKH main body so that their facades are not aligned.
8. 7KHPD[LPXPQXPEHURIXQLWVLGHQWLȴHGIRUHDFKEXLOGLQJW\SHLVGHSHQGHQW on the design site being large enough to accommodate the zone's standards.
9. Individual designs may vary from the diagrams for each building type in compliance with the standards of this Chapter and Chapter 5 (Massing and Facade Articulation Standards).
10. New buildings and their improvements are subject to local standards for Fire Safety and Building Safety.
Existing Parcel with 3 proposed Design Sites Existing Parcel with 3 resulting buildings. The individual Design Sites are not required to be recorded as new parcels Existing Parcel
)LJXUHɉExample of Multiple Design Sites on One Parcel 21 Objective Design Standards for Multifamily Residential Housing in the Downtown Core and Downtown General Zoning Districts September 29, 2025 F.3.e
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Attachment: Downtown Objective Design Standards for Multifamily Residential Housing (3733 : Adoption ɉBuilding Types Overview
Table 4.03.A (Building Types Overview) provides an overview of the allowed building types per zone. Building types in WKH'RZQWRZQ&RUH]RQHPXVWFRPSO\ZLWKWKHXVHUHTXLUHPHQWVRI6HFWLRQb 'RZQWRZQ&RUHGLVWULFWVȃ8VHVpermitted) of Title 17 (Zoning) of the OMC. Building types in the Downtown General zone must comply with the use UHTXLUHPHQWVRI6HFWLRQb 'RZQWRZQ*HQHUDOGLVWULFWȃ8VHVSHUPLWWHG
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7DEOH$ɉBuilding Types OverviewBuilding Type Allowed in Zones Townhouse. A typically attached housing type with up to 8 side-by-side attached Townhouses per run, with a rear setback. As allowed by the zone, the type may also be detached with minimal separations between buildings. The type is typically located within higher-intensity neighborhoods or on, or near, a neighborhood main street.
DCOR DG
Courtyard Building. A detached building that consists of up to 12 attached and/or stacked units, accessed from a shared courtyard. The type is typically integrated as a small portion of lower-intensity neighborhoods or more consistently into moderate-intensity neighborhoods.
DG
Multiplex Building. A medium-to-large-sized, detached building that consists of 5 to 18 side-by-side DQGRUVWDFNHGXQLWVW\SLFDOO\ZLWKRQHVKDUHGHQWU\7KHW\SHLVVFDOHGWRȴWZLWKLQPRGHUDWHLQWHQVLW\neighborhoods.
DG
Live/Work Building. A small-to-medium-sized attached or detached structure that consists of a series of GZHOOLQJXQLWVDERYHDQGRUEHKLQGȵH[LEOHJURXQGȵRRUVSDFHVWKDWFDQEHXVHGIRUVHUYLFHUHWDLORUDUWLVDQXVHVDVDOORZHGE\WKH]RQH%RWKWKHJURXQGȵRRUȵH[VSDFHDQGWKHXQLWDERYHDUHRZQHGE\RQHHQWLW\7KLVtype is typically located within medium-intensity neighborhoods or near or on a neighborhood main street, and is especially appropriate for incubating neighborhood-serving retail and service uses.
DCOR DG
Main Street Building. A small-to-large-sized building, typically attached, but may be detached; that provides a YHUWLFDOPL[RIXVHVZLWKJURXQGȵRRUUHWDLORɝFHRUVHUYLFHXVHVDQGXSSHUȵRRUVHUYLFHRUUHVLGHQWLDOXVHVThis type makes up the primary component of neighborhood and downtown main streets, and is therefore a key component to providing walkability.
DCOR DG
Lined Building. A combined building that consists of two main components: an interior building, typically a SDUNLQJJDUDJHRUDPRYLHWKHDWHUHWFDQGDQH[WHULRUEXLOGLQJOLQHUWKDWFRQFHDOVWKHLQWHULRUEXLOGLQJIURPWKHVWUHHWDQGW\SLFDOO\FRQVLVWVRIJURXQGȵRRUUHWDLODQGXSSHUVWRU\UHVLGHQWLDOXQLWV DCOR
22 Objective Design Standards for Multifamily Residential Housing in the Downtown Core and Downtown General Zoning Districts September 29, 2025 F.3.e
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Attachment: Downtown Objective Design Standards for Multifamily Residential Housing (3733 : Adoption ɉTownhouse
A typically attached housing type with up to 8 side-by-side attached Townhouses as a run, with a rear setback. As allowed by the zone, the type may also be detached with minimal separations between buildings. The type is typically located within higher-intensity neighborhoods or on, or near, a neighborhood main street. 7DEOH$ɉBuilding Type Standards: Townhouse
Townhouses per Design Site 1 max. Side-by-Side Attached Townhouses per Run PLQ
PD[LQ'&25PLQ
PD[LQ'*
23 Objective Design Standards for Multifamily Residential Housing in the Downtown Core and Downtown General Zoning Districts September 29, 2025 F.3.e
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Attachment: Downtown Objective Design Standards for Multifamily Residential Housing (3733 : Adoption 7DEOH%ɉBuilding Sizing and Massing: Townhouse
Height DCOR DG
Stories 3.5 max. 3 max.
Main Body
Width per Townhouse1 14' min.; 20' max. 14' min.; 25' max.Depth per Townhouse1 48' max. 48' max.Width per Run of Attached Townhouses 160' max. 125' max.
Wing(s)2
Width 10' max. 14' max.Depth 20' max. 20' max.Separation between Wings on adjacent Design Sites 10' min. 10' min.
Notes
Facades shall be designed in compliance with Chapter 5 (Massing and Facade Articulation Standards).1. Includes stacked units.2. Height of building wings is limited to 1 story (approximately 10') less than the height of the main body and 10' less than the highest eave/parapet. )LJXUHɉBuilding Sizing and Massing: Townhouse Key
ROW/Design Site LineBuilding Setback Line
Building
Street: Front (Typically narrowest side of Design Site) Alley access required if alley exists
24 Objective Design Standards for Multifamily Residential Housing in the Downtown Core and Downtown General Zoning Districts September 29, 2025 F.3.e
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Attachment: Downtown Objective Design Standards for Multifamily Residential Housing (3733 : Adoption 7DEOH&ɉPedestrian Access: Townhouse
Main Entrance Location Front Street
Notes
Each unit shall have an individual entry facing a street, on-site common open space or civic space. 7DEOH'ɉParking Location: Townhouse
Parking location shall comply with standards in Tables 2.03.E and ( 3DUNLQJ/RFDWLRQ
RIWKH]RQH6HH&KDSWHU
26WUHHWParking and Loading) of Title 17 (Zoning) for additional standards.Parking may be covered or uncovered. 7DEOH(ɉOpen Space: TownhousePrivate Open Space
Width 8' min.Depth 8' min.
Notes
Required setbacks and driveways do not count toward open space.When at grade, required open space shall be located behind the main body of the building.
Street: Front (Typically narrowest side of Design Site) )LJXUHɉPedestrian Access, Parking Location and Open Space: Townhouse Key
ROW/Design Site LineBuilding Setback Line
FrontagePrivate Open Space
Alley access required if alley exists
25 Objective Design Standards for Multifamily Residential Housing in the Downtown Core and Downtown General Zoning Districts September 29, 2025 F.3.e
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Attachment: Downtown Objective Design Standards for Multifamily Residential Housing (3733 : Adoption ɉCourtyard Building
A detached building that typically consists of up to 12 attached and/or stacked units, accessed from a shared courtyard. The type is typically integrated as a small portion of lower-intensity neighborhoods such as at block corners, or more consistently into moderate-intensity neighborhoods. 7DEOH$ɉBuilding Type Standards: Courtyard Building Buildings per Design Site PD[
26 Objective Design Standards for Multifamily Residential Housing in the Downtown Core and Downtown General Zoning Districts September 29, 2025 F.3.e
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Attachment: Downtown Objective Design Standards for Multifamily Residential Housing (3733 : Adoption 7DEOH%ɉBuilding Sizing and Massing: Courtyard Building Height
Stories PD[
Main Body
Width
PD[Depth
PD[
Wing(s)
Not Allowed
Notes
Facades shall be designed in compliance with Chapter 5 (Massing and Facade Articulation Standards). )LJXUHɉBuilding Sizing and Massing: Courtyard BuildingKey ROW/Design Site LineBuilding Setback Line
Building
Street: Front (Typically narrowest side of Design Site) Street: Side
Alley access required if alley exists
27 Objective Design Standards for Multifamily Residential Housing in the Downtown Core and Downtown General Zoning Districts September 29, 2025 F.3.e
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Attachment: Downtown Objective Design Standards for Multifamily Residential Housing (3733 : Adoption 7DEOH&ɉPedestrian Access: Courtyard Building
Main Entrance Location Courtyard or Front Street
7DEOH'ɉParking Location: Courtyard Building
Parking location shall comply with standards in Tables 2.03.E and ( 3DUNLQJ/RFDWLRQ
RIWKH]RQH6HH&KDSWHU
26WUHHWParking and Loading) of Title 17 (Zoning) for additional standards.Parking may be covered or uncovered. 7DEOH(ɉOpen Space: Courtyard BuildingCommon Open Space Width 25' min.Depth 60' min.
Notes
Courtyards shall be accessible from the front street.%XLOGLQJVKDOOGHȴQHDWOHDVWWKUHHZDOOVRIDFRXUW\DUGCourtyard(s) may be used for stormwater management if designed as an integral site element (rain garden or bioswale).)URQWRIFRXUW\DUGQRWGHȴQHGE\EXLOGLQJVKDOOEHGHȴQHGE\DZDOO WR
tall with an entry gate/door.
Street: Front (Typically narrowest side of Design Site) Alley access required if alley exists
)LJXUHɉPedestrian Access, Parking Location and Open Space: Courtyard Building Key
ROW/Design Site LineBuilding Setback Line
FrontageCommon Open Space
28 Objective Design Standards for Multifamily Residential Housing in the Downtown Core and Downtown General Zoning Districts September 29, 2025 F.3.e
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Attachment: Downtown Objective Design Standards for Multifamily Residential Housing (3733 : Adoption ɉMultiplex Building
A medium-to-large-sized, detached building that typically consists of 5 to 18 side-by-side and/or stacked units, generally ZLWKRQHVKDUHGHQWU\7KHW\SHLVVFDOHGWRȴWZLWKLQmoderate-intensity neighborhoods. 7DEOH$ɉBuilding Type Standards: Multiplex Building Buildings per Design Site PD[
29 Objective Design Standards for Multifamily Residential Housing in the Downtown Core and Downtown General Zoning Districts September 29, 2025 F.3.e
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Attachment: Downtown Objective Design Standards for Multifamily Residential Housing (3733 : Adoption 7DEOH%ɉBuilding Sizing and Massing: Multiplex Building Height
Stories PD[
Main Body
Width
PD[Depth
PD[
Wing(s)1
Width
PD[Depth
PD[Separation between Wings 15' min.2VHWIURP0DLQ%RG\ 5' min.
Notes
Facades shall be designed in compliance with Chapter 5 (Massing and Facade Articulation Standards).1. Height of building wings is limited to 1 story (approximately 10') less than the height of the main body and 10' less than the highest eave/parapet. )LJXUHɉBuilding Sizing and Massing: Multiplex BuildingKey ROW/Design Site LineBuilding Setback Line
Building
Street: Front (Typically narrowest side of Design Site) Street: Side
Alley access required if alley exists
30 Objective Design Standards for Multifamily Residential Housing in the Downtown Core and Downtown General Zoning Districts September 29, 2025 F.3.e
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Attachment: Downtown Objective Design Standards for Multifamily Residential Housing (3733 : Adoption 7DEOH&ɉPedestrian Access: Multiplex Building
Main Entrance Location Front Street
Notes
8QLWVORFDWHGLQWKHPDLQERG\VKDOOEHDFFHVVHGE\DFRPPRQHQWU\DORQJthe front street.On corner design sites, units in a wing may enter from the side street. 7DEOH'ɉParking Location: Multiplex Building
Parking location shall comply with standards in Tables 2.03.E and ( 3DUNLQJ/RFDWLRQ
RIWKH]RQH6HH&KDSWHU
26WUHHWParking and Loading) of Title 17 (Zoning) for additional standards.Parking may be covered or uncovered. 7DEOH(ɉOpen Space: Multiplex BuildingCommon Open Space Common open space is not required.
Street: Front (Typically narrowest side of Design Site) Street: Side
Alley access required if alley exists
)LJXUHɉPedestrian Access, Parking Location and Open Space: Multiplex Building Key
ROW/Design Site LineBuilding Setback Line
Frontage
31 Objective Design Standards for Multifamily Residential Housing in the Downtown Core and Downtown General Zoning Districts September 29, 2025 F.3.e
Packet Pg. 156
Attachment: Downtown Objective Design Standards for Multifamily Residential Housing (3733 : Adoption ɉLive/Work Building
A small-to-medium-sized attached or detached structure that consists of a series of dwelling units above and/or behind ȵH[LEOHJURXQGȵRRUVSDFHVWKDWFDQEHXVHGIRUVHUYLFHretail, or artisan uses, as allowed by the zone. Both the JURXQGȵRRUȵH[VSDFHDQGWKHXQLWDERYHDUHRZQHGE\RQHentity. This type is typically located within medium-intensity neighborhoods or near or on a neighborhood main street. This type is especially appropriate for incubating neighborhoodserving retail and service uses. 7DEOH$ɉBuilding Type Standards: Live/Work Building Live/Works per Design Site 1 max. Side-by-Side Attached Live/Works per Run PLQ
PD[LQ'&25PLQ
PD[LQ'*
32 Objective Design Standards for Multifamily Residential Housing in the Downtown Core and Downtown General Zoning Districts September 29, 2025 F.3.e
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Attachment: Downtown Objective Design Standards for Multifamily Residential Housing (3733 : Adoption 7DEOH%ɉBuilding Sizing and Massing: Live/Work Building Height DCOR DG
Stories 3.5 max. 3 max.
Main Body
Width per Live/Work 14' min.; 20' max. 14' min.; 25' max.Depth per Live/Work 48' max. 48' max.Width per Run of Attached Live/Works 160' max. 125' max.
Wing(s)
Not Allowed
Notes
Facades shall be designed in compliance with Chapter 5 (Massing and Facade Articulation Standards). )LJXUHɉBuilding Sizing and Massing: Live/Work BuildingKey ROW/Design Site LineBuilding Setback Line
Building
Street: Front (Typically narrowest side of Design Site) Street: Side
Alley access required if alley exists
33 Objective Design Standards for Multifamily Residential Housing in the Downtown Core and Downtown General Zoning Districts September 29, 2025 F.3.e
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Attachment: Downtown Objective Design Standards for Multifamily Residential Housing (3733 : Adoption 7DEOH&ɉPedestrian Access: Live/Work Building
Main Entrance Location Front Street
Notes
*URXQGȵRRUVSDFHDQGXSSHUXQLWVKDOOKDYHVHSDUDWHHQWULHV 7DEOH'ɉParking Location: Live/Work Building
Parking location shall comply with standards in Tables 2.03.E and ( 3DUNLQJ/RFDWLRQ
RIWKH]RQH6HH&KDSWHU
26WUHHWParking and Loading) of Title 17 (Zoning) for additional standards.Parking may be covered or uncovered. 7DEOH(ɉOpen Space: Live/Work BuildingPrivate Open Space Width 14' min.Depth 15' min.
Notes
Required setbacks and driveways do not count toward open space.When at grade, required open space shall be located behind the main body of the building. )LJXUHɉPedestrian Access, Parking Location and Open Space: Live/Work BuildingKey
ROW/Design Site LineBuilding Setback Line
FrontagePrivate Open Space
Street: Front (Typically narrowest side of Design Site) Street: Side
Alley access required if alley exists
34 Objective Design Standards for Multifamily Residential Housing in the Downtown Core and Downtown General Zoning Districts September 29, 2025 F.3.e
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Attachment: Downtown Objective Design Standards for Multifamily Residential Housing (3733 : Adoption ɉMain Street Building
A small-to-large-sized building, typically attached, but may be GHWDFKHGWKDWLVLQWHQGHGWRSURYLGHDYHUWLFDOPL[RIXVHVZLWKJURXQGȵRRUUHWDLORɝFHRUVHUYLFHXVHVDQGXSSHUȵRRUservice or residential uses. The type makes up the primary component of neighborhood and downtown main streets, encouraging walkability. 7DEOH$ɉBuilding Type Standards: Main Street Building Buildings per Design Site PD[
35 Objective Design Standards for Multifamily Residential Housing in the Downtown Core and Downtown General Zoning Districts September 29, 2025 F.3.e
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Attachment: Downtown Objective Design Standards for Multifamily Residential Housing (3733 : Adoption 7DEOH%ɉBuilding Sizing and Massing: Main Street Building Height DCOR DG
Stories 4 max. 3 max.
Main Body
Width 200' max. 150' max.Depth 280' max. 120' max.
Wing(s)
Not Allowed
Notes
Facades shall be designed in compliance with Chapter 5 (Massing and Facade Articulation Standards). )LJXUHɉBuilding Sizing and Massing: Main Street BuildingKey ROW/Design Site LineBuilding Setback Line
Building
Street: Front (Typically narrowest side of Design Site) Street: Side
Alley access required if alley exists
36 Objective Design Standards for Multifamily Residential Housing in the Downtown Core and Downtown General Zoning Districts September 29, 2025 F.3.e
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Attachment: Downtown Objective Design Standards for Multifamily Residential Housing (3733 : Adoption 7DEOH&ɉPedestrian Access: Main Street Building
Main Entrance Location Front StreetDistance between entries PD[
Notes
*URXQGȵRRUVKRSVVKDOOKDYHLQGLYLGXDOHQWULHV2QFRUQHUGHVLJQVLWHVJURXQGȵRRUXQLWVDOORZHGDORQJVLGHVWUHHWDWleast 30' from front of design site.On corner design sites, units shall be accessed by a common entry along the side street. 7DEOH'ɉParking Location: Main Street Building
Parking location shall comply with standards in Tables 2.03.E and ( 3DUNLQJ/RFDWLRQ
RIWKH]RQH6HH&KDSWHU
26WUHHWParking and Loading) of Title 17 (Zoning) for additional standards.Parking may be covered, uncovered, or in a garage. 7DEOH(ɉOpen Space: Main Street BuildingCommon Open Space Common open space is not required.
Street: Front (Typically narrowest side of Design Site) Street: Side
Alley access required if alley exists
)LJXUHɉPedestrian Access, Parking Location and Open Space: Main Street Building Key
ROW/Design Site LineBuilding Setback Line
Frontage
37 Objective Design Standards for Multifamily Residential Housing in the Downtown Core and Downtown General Zoning Districts September 29, 2025 F.3.e
Packet Pg. 162
Attachment: Downtown Objective Design Standards for Multifamily Residential Housing (3733 : Adoption
ɉLined Building
A combined building that consists of two main components: an interior building, typically a parking garage, or a movie theater, HWFDQGDQH[WHULRUEXLOGLQJOLQHUWKDWFRQFHDOVWKHLQWHULRUEXLOGLQJIURPWKHVWUHHWDQGW\SLFDOO\FRQVLVWVRIJURXQGȵRRUretail and upper-story residential units. 7DEOH
$ɉBuilding Type Standards: Lined Building
Buildings per Design Site PD[
38 Objective Design Standards for Multifamily Residential Housing in the Downtown Core and Downtown General Zoning Districts September 29, 2025 F.3.e
Packet Pg. 163
Attachment: Downtown Objective Design Standards for Multifamily Residential Housing (3733 : Adoption 7DEOH
%ɉBuilding Sizing and Massing: Lined Building
Height
Stories PD[
Main Body (Exterior)
Width
PD[Depth 30' min.Length
PD[
Main Body (Interior)
Width
PD[Depth
PD[
Wing(s)
Not Allowed
Notes
Facades shall be designed in compliance with Chapter 5 (Massing and Facade Articulation Standards).Side of interior building exposed to a street, civic space, or neighboring building shall be lined by the exterior building.
Street: Side
Street: Side
Alley access required if alley exists
)LJXUH
ɉBuilding Sizing and Massing: Lined Building
Key
ROW/Design Site LineBuilding Setback Line
Building
Street: Front (Typically narrowest side of Design Site) 39 Objective Design Standards for Multifamily Residential Housing in the Downtown Core and Downtown General Zoning Districts September 29, 2025 F.3.e
Packet Pg. 164
Attachment: Downtown Objective Design Standards for Multifamily Residential Housing (3733 : Adoption 7DEOH
&ɉPedestrian Access: Lined Building
Main Entrance Location Front StreetDistance between entries PD[
Notes
*URXQGȵRRUVKRSVVKDOOKDYHLQGLYLGXDOHQWULHV2QFRUQHUGHVLJQVLWHVJURXQGȵRRUXQLWVDOORZHGDORQJVLGHVWUHHWDWleast 30' from front of design site.On corner design sites, units shall be accessed by a common entry along the side street. 7DEOH
'ɉParking Location: Lined Building
Parking location shall comply with standards in Tables 2.03.E and ( 3DUNLQJ/RFDWLRQ
RIWKH]RQH6HH&KDSWHU
26WUHHWParking and Loading) of Title 17 (Zoning) for additional standards.Parking may be covered or uncovered. 7DEOH
(ɉOpen Space: Lined BuildingCommon Open Space
Width 50' min.Depth 50' min.
Street: Side
Street: Side
Alley access required if alley exists
)LJXUH
ɉPedestrian Access, Parking Location and Open Space: Lined Building Key
ROW/Design Site LineBuilding Setback Line
FrontageCommon Open Space
Street: Front (Typically narrowest side of Design Site) 40 Objective Design Standards for Multifamily Residential Housing in the Downtown Core and Downtown General Zoning Districts September 29, 2025 F.3.e
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Attachment: Downtown Objective Design Standards for Multifamily Residential Housing (3733 : Adoption &KDSWHUɉMassing and Facade Articulation Standards
ɉPurposeThe standards in this Chapter are intended to promote local prevalent patterns that strongly contribute to the Downtown's unique physical character while allowing for creativity and innovation. ɉOverview and Application 1. The standards described in this Section apply to all new development and facade PRGLȴFDWLRQVIRUEXLOGLQJVGHYHORSHGXQGHUWKHVWDQGDUGVRIWKLVGRFXPHQW
2. Building facades along a street or civic space shall be designed in compliance with WKHVWDQGDUGVLGHQWLȴHGLQWKLV6HFWLRQ$QRYHUYLHZRIWKHVWDQGDUGVLVSURYLGHG LQ7DEOH$
2YHUYLHZRI0DVVLQJDQG)DFDGH$UWLFXODWLRQ6WDQGDUGV
EHORZ
7DEOH$ɉOverview of Massing and Facade Articulation StandardsStandard Building length along adjacent sidewalk1 < 75' 75' to 100' >100' >150'
0DVVLQJDQG&RPSRVLWLRQ
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7ULSDUWLWH)DFDGH$UWLFXODWLRQ
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:LQGRZVDQG2SHQLQJV
5HIHUWR6HFWLRQ
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Corner Elements
5HIHUWR6HFWLRQ
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5HIHUWR6HFWLRQ
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1 As measured along street or adjacent civic space.
41 Objective Design Standards for Multifamily Residential Housing in the Downtown Core and Downtown General Zoning Districts September 29, 2025 F.3.e
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Attachment: Downtown Objective Design Standards for Multifamily Residential Housing (3733 : Adoption ɉMassing and Composition
This Section prescribes standards for the articulation of building facades to maintain the visual quality of Downtown, and to ensure that new development is harmonious in scale with existing development. Application. The standards in this Section shall apply to all new GHYHORSPHQWDQGIDFDGHPRGLȴFDWLRQVRIH[LVWLQJEXLOGLQJVin the Downtown Core and Downtown General zones as VXPPDUL]HGLQ7DEOH$ 2YHUYLHZRI0DVVLQJDQG)DFDGH$UWLFXODWLRQ6WDQGDUGV
Design Standards. The following standards shall apply:
1. 1HZIDFDGHVDQGIDFDGHPRGLȴFDWLRQVDORQJDVWUHHWRU civic space shall be designed to appear as multiple buildings QRJUHDWHUWKDQ LQOHQJWKDQGQRWUHSHDWLQJWKHVDPHmassing and composition.
2. Building facades shall be arranged in an orderly
composition of window bays/ openings based on prevalent SDWWHUQVRIRUED\V )DFDGHVVKDOOEHGHVLJQHGLQDV\PPHWULFDORUDV\PPHWULFDO FRPSRVLWLRQZLWKDTXDQWLȴDEOHSDWWHUQ
The pattern shall be visually expressed through the spacing of openings, physical recesses, projections or other techniques.
5. 7KHSDWWHUQPD\LQFOXGHWKHJURXQGȵRRUDQGLWV
mezzanine.
3, 5, 7-bay facade
composition
)LJXUHɉIllustrative examples of facade massing and composition Symmetric facade
composition
Asymmetric facade
composition
ElevationElevationElevation
ElevationElevationElevation
ElevationElevation
42 Objective Design Standards for Multifamily Residential Housing in the Downtown Core and Downtown General Zoning Districts September 29, 2025 F.3.e
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Attachment: Downtown Objective Design Standards for Multifamily Residential Housing (3733 : Adoption ɉTripartite Facade Articulation
This Section prescribes standards for the articulation of EXLOGLQJIDFDGHVWRPDLQWDLQWKHYLVXDOTXDOLW\RI'RZQWRZQ)RUnew building facades, tripartite articulation is required, which is a method of visually organizing a building facade into three sections: a base, a middle and a top. Application. The standards in this Section shall apply to all new GHYHORSPHQWDQGIDFDGHPRGLȴFDWLRQVRIH[LVWLQJEXLOGLQJVLQWKH'RZQWRZQ0L[HG8VH]RQHVZLWKEXLOGLQJOHQJWKJUHDWHUWKDQ DVVXPPDUL]HGLQ7DEOH$
2YHUYLHZRI0DVVLQJDQG)DFDGH$UWLFXODWLRQ6WDQGDUGV
Design Standards. The following standards shall apply:
1. 1HZIDFDGHVDQGIDFDGHPRGLȴFDWLRQVDORQJDVWUHHWRU civic space shall be designed to visually express a base, middle, and top.
2. Combinations of colors, materials, and massing may be used to visually express a base, middle, and top.
The building articulation shall include a base, middle and top as follows:$ Building Base. The base shall be a minimum of one VWRU\LQKHLJKW)RUEXLOGLQJVWDOOHUWKDQVWRULHVWKHEDVHPD\EHXSWRVWRULHVWDOO B. Building Middle. The middle shall be a minimum of
RQHVWRU\LQKHLJKW
C. Building Top. The top may include multiple stories
including building stepbacks but should not exceed the height of the building's middle. Parapets, cornices and entablatures may be used to articulate the top. )LJXUHɉ([DPSOHRID7ULSDUWLWH$UWLFXODWLRQRIDEXLOGLQJIDFDGH)LJXUHɉ([DPSOHVRIIDFDGHVZLWKDGLVWLQFWEDVH $
PLGGOH
%
DQGWRS
&
Building BaseBuilding MiddleBuilding Top
43 Objective Design Standards for Multifamily Residential Housing in the Downtown Core and Downtown General Zoning Districts September 29, 2025 F.3.e
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Attachment: Downtown Objective Design Standards for Multifamily Residential Housing (3733 : Adoption ɉWindows and Openings
This Section describes standards for the composition of window bays and openings to maintain the visual quality of Downtown. Application. The standards in this Section shall apply to all new GHYHORSPHQWDQGIDFDGHPRGLȴFDWLRQVRIH[LVWLQJEXLOGLQJVin the Downtown Core and Downtown General zones with EXLOGLQJOHQJWKJUHDWHUWKDQ DVVXPPDUL]HGLQ7DEOH$
2YHUYLHZRI0DVVLQJDQG)DFDGH$UWLFXODWLRQ6WDQGDUGV
Design Standards. The following standards shall apply:
1. 1HZIDFDGHVDQGIDFDGHPRGLȴFDWLRQVVKDOOEHGHVLJQHG to include an orderly composition of window bays and openings.
2. $OOEXLOGLQJIDFDGHVVKDOOEHGHVLJQHGWRLQFOXGHVTXDUH RUYHUWLFDOO\RULHQWHGZLQGRZVDQGRSHQLQJVLQFOXGLQJgroupings of windows and openings, coordinated with the EXLOGLQJIDFDGHFRPSRVLWLRQDVSHU6HFWLRQ 0DVVLQJDQG&RPSRVLWLRQ
Location of balconies when used should be coordinated with windows and doors on the facade, and with the composition of bays on the building facade. Buildings at least 100' in length along the street are required to include projected or recessed window bays.
5. %D\ZLQGRZVVKDOOKDYHHLWKHUDVTXDUHRUDFKDPIHUSURȴOH 6TXDUHSURȴOHED\ZLQGRZ
Elevation
Plan
&KDPIHUSURȴOHED\ZLQGRZ
Elevation
Plan
)LJXUHɉ([DPSOHVRIED\ZLQGRZSURȴOHV)LJXUHɉExamples of vertical window orientations 44 Objective Design Standards for Multifamily Residential Housing in the Downtown Core and Downtown General Zoning Districts September 29, 2025 F.3.e
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Attachment: Downtown Objective Design Standards for Multifamily Residential Housing (3733 : Adoption ɉCorner Elements
This Section prescribes standards for corner elements for applicable facades in Downtown, to give visual prominence to street corners. Note that Corner Elements are allowed, but their use is optional in the Downtown Core and Downtown General zones.Application. The standards in this Section shall apply to all GHYHORSPHQWDQGIDFDGHPRGLȴFDWLRQVRIH[LVWLQJEXLOGLQJVin the Downtown Core and Downtown General zones where building facade length along a street corner is at least than DVVXPPDUL]HGLQ7DEOH$
2YHUYLHZRI0DVVLQJDQG)DFDGH$UWLFXODWLRQ6WDQGDUGV
Design Standards. The following standards shall apply:
1. Corner elements shall incorporate at least one entire story within the composition and may extend from the second ȵRRUWRWKHWRSRIWKHEXLOGLQJ RYHUKDQJLQJWKHJURXQGȵRRU
2. The horizontal area or footprint occupied by a corner element may not exceed 15' x 15'.
Corner elements may exceed the maximum allowed overall height for the zone to the extent allowed for architectural SURMHFWLRQVLQ6HFWLRQ RI7LWOH
=RQLQJ
Corner elements may be recessed or projected from the PDLQIDFDGHE\XSWR
3URMHFWLRQVRYHUWKHULJKWRIZD\DUHDOORZHGZKHQDWOHDVW DERYHWKHDGMDFHQWVLGHZDONand the story does not require an upper story stepback. 6TXDUHSURȴOH
corner element
Elevation
Plan
)LJXUHɉExamples of corner elements
Elevation
Plan
2FWDJRQSURȴOH
corner element
Elevation
Plan
&KDPIHUHGSURȴOH
corner element
45 Objective Design Standards for Multifamily Residential Housing in the Downtown Core and Downtown General Zoning Districts September 29, 2025 F.3.e
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Attachment: Downtown Objective Design Standards for Multifamily Residential Housing (3733 : Adoption ɉMansard Roofs
This Section prescribes standards for mansard roof forms in the Downtown Core and Downtown General zones. Note WKDW0DQVDUGURRIVDUHDOORZHGEXWWKHLUXVHLVRSWLRQDOLQERWK]RQHV0DQVDUGURRIIRUPVDUHH[HPSWIURPXSSHUVWRU\stepbacks that are described in the zone standards for each zone; instead, the standards in this Section shall apply.Application. The standards in this Section shall apply to all new GHYHORSPHQWDQGIDFDGHPRGLȴFDWLRQVRIH[LVWLQJEXLOGLQJVin the Downtown Core and Downtown General zones, as VXPPDUL]HGLQ7DEOH$ 2YHUYLHZRI0DVVLQJDQG)DFDGH$UWLFXODWLRQ6WDQGDUGV
Design Standards. The following standards shall apply:
1. 0DQVDUGURRIVPXVWEHJLQIURPWKHKLJKHVWVWRU\$GRXEOH mansard roof must include the top two stories of the building.
2. )RUEXLOGLQJVZLWKDPD[LPXPKHLJKWRIXSWRVWRULHVRQO\ DVLQJOHPDQVDUGURRILVDOORZHG
)RUEXLOGLQJVZLWKDPD[LPXPKHLJKWRIXSWRVWRULHVD GRXEOHPDQVDUGURRILVDOORZHG
7KHPD[LPXPDQJOHIRUDPDQVDUGURRIVKDOOEHGHJUHHV
DULVHRIDSSUR[LPDWHO\XQLWVIRUDUXQRIXQLWV
5. Dormer windows are allowed on a mansard roof. Dormer windows are required to be coordinated with the composition of bays on a building facade, with dormer windows provided for a minimum of half the number of ED\VEHLQJXVHGIRUEXLOGLQJIDFDGHFRPSRVLWLRQ5HIHUWR6HFWLRQ 0DVVLQJDQG&RPSRVLWLRQ
'RUPHUZLQGRZVshall be smaller in size than the main windows on the building facade. )LJXUHɉExamples of mansard roofs
Single-mansard roof
Double-mansard roof
Elevation
Elevation
Section
Section
46 Objective Design Standards for Multifamily Residential Housing in the Downtown Core and Downtown General Zoning Districts September 29, 2025 F.3.e
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Attachment: Downtown Objective Design Standards for Multifamily Residential Housing (3733 : Adoption &KDSWHUɉFrontage Standards
ɉPurposeThis Chapter sets forth standards applicable to all frontages. Frontages are the components of a building that provide the transition and interface between the public realm (street and sidewalk) and the private realm (yard or building). 1. 7KHQDPHVRIWKHIURQWDJHW\SHVLQGLFDWHWKHLUSDUWLFXODUFRQȴJXUDWLRQRUIXQFWLRQ and are not intended to limit uses within the associated building. For example, a porch may be used by non-residential uses including, but not limited to a UHVWDXUDQWRURɝFHDVDOORZHGE\WKH]RQH
2. Each building shall include at least one frontage type along the building facade fronting a street or a civic space.
3. Each building may have multiple frontage types in compliance with the allowed W\SHVLQWKH]RQH
4. Frontage types not listed in Table 2.03.F Frontages: DCOR Zone or Table 2.04.F )URQWDJHV
'*=RQHRIWKH]RQHDUHQRWDOORZHGLQWKDW]RQH5HIHUWR7DEOH$Frontage Types Overview for an overview of types.
5. Each frontage type shall be located in compliance with building setbacks and IDFDGH]RQHSHU7DEOH&%XLOGLQJ3ODFHPHQW
'&25=RQHDQG7DEOH&%XLOGLQJ3ODFHPHQW
'*=RQH
Standards are stated for the front of a design site and are to be adjusted for side VWUHHWIDFDGHVLQFRPSOLDQFHZLWKWKHVHWEDFNVRIWKH]RQH 47 Objective Design Standards for Multifamily Residential Housing in the Downtown Core and Downtown General Zoning Districts September 29, 2025 F.3.e
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Attachment: Downtown Objective Design Standards for Multifamily Residential Housing (3733 : Adoption ɉFrontage Types Overview
7DEOH$
)URQWDJH7\SHV2YHUYLHZ
SURYLGHVDQRYHUYLHZRIWKHDOORZHG)URQWDJH7\SHVSHU]RQH 7DEOH$ɉFrontage Types OverviewBuilding Type Allowed in Zones Porch - Projecting. The main facade of the building is set back from the ROW/ Design Site line with a FRYHUHGVWUXFWXUHHQFURDFKLQJLQWRWKHIURQWVHWEDFN7KHUHVXOWLQJVHWEDFNDUHDFDQEHGHȴQHGE\DIHQFHRUKHGJHWRVSDWLDOO\PDLQWDLQWKHHGJHRIWKHVWUHHW7KH3RUFKPD\EHRQHRUWZRVWRULHVLVRSHQRQWKUHHsides, with all habitable space located behind the building setback line.
DG
Porch - Engaged. $SRUWLRQRIWKHPDLQIDFDGHRIWKHEXLOGLQJHQFURDFKHVLQWRWKHIURQWVHWEDFNWRFUHDWHDQDUHDIRUDFRYHUHGVWUXFWXUH7KH3RUFKPD\EHRQHRUWZRVWRULHVWZRVLGHVRIWKH3RUFKVKDOOEHDWWDFKHGWRWKHEXLOGLQJDQGWZRVKDOOEHRSHQ7KHUHVXOWLQJ\DUGVKDOOEHGHȴQHGE\DIHQFHRUKHGJHDORQJWKHstreet/ sidewalk.
DG
Dooryard.7KHPDLQIDFDGHRIWKHEXLOGLQJLVVHWEDFNIURPWKHIURQWGHVLJQVLWHOLQHZKLFKLVGHȴQHGE\a low wall, hedge, or other allowed screening, creating a small private area between the sidewalk and the facade. Each Dooryard is separated from adjacent Dooryards, and may be raised or at grade.
DCORDG
Stoop. The main facade of the building is near the front design site line with steps to an elevated entry. The Stoop is elevated above the sidewalk to provide privacy along the sidewalk-facing rooms. Stairs or ramps from the Stoop may lead directly to the sidewalk or may be parallel to the sidewalk and may encroach into a side setback.
DCOR; Side Street Only DG; Side Street Only
48 Objective Design Standards for Multifamily Residential Housing in the Downtown Core and Downtown General Zoning Districts September 29, 2025 F.3.e
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Attachment: Downtown Objective Design Standards for Multifamily Residential Housing (3733 : Adoption Table 6.02.A Frontage Types Overview (Continued)
Building Type Allowed in Zones
Forecourt. The main facade of the building is at or near the front design site line and a portion is set back, extending the public realm into the design site for an entry court or shared garden space for housing, or as an additional shopping or restaurant seating area within retail and service areas.
DCORDG
Shopfront. The main facade of the building is at or near the front design site line with at-grade entrance DORQJWKHVLGHZDON7KLVW\SHLVLQWHQGHGIRUVHUYLFHUHWDLORUUHVWDXUDQWXVHDQGLQFOXGHVVXEVWDQWLDOJOD]LQJEHWZHHQWKH6KRSIURQWEDVHDQGWKHJURXQGȵRRUFHLOLQJDQGPD\LQFOXGHDQDZQLQJWKDWRYHUODSVWKHsidewalk.
DCOR
Terrace. The main facade is at or near the front design site line with steps leading to an elevated area providing public circulation along the facade. This type is used to provide outdoor areas along the sidewalk IRUKRXVLQJRUWRDFFRPPRGDWHDQH[LVWLQJRULQWHQGHGJUDGHFKDQJHIRUUHWDLOVHUYLFHRURɝFHXVHV DCORDG
Gallery. The main facade of the building is set back at or near the front design site line and an at-grade covered structure, typically articulated with colonnade or arches, covers an area in the right-of-way. This type may be one or multiple stories. When used in non-residential settings, the Shopfront Type is included; when used in residential settings, Stoops, Dooryards, and Forecourts are included.
DCOR
49 Objective Design Standards for Multifamily Residential Housing in the Downtown Core and Downtown General Zoning Districts September 29, 2025 F.3.e
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Attachment: Downtown Objective Design Standards for Multifamily Residential Housing (3733 : Adoption ɉPorch - Projecting
Setback line ROW line Street
C
D
B
Setback line ROW line Street
E
B
A
7DEOH$ɉFrontage Standards: Porch - ProjectingDescription The main facade of the building is set back from the ROW/ Design Site line with a covered structure encroaching into WKHIURQWVHWEDFN7KHȴQLVKȵRRUOHYHOLVHOHYDWHGDERYHWKHVLGHZDON7KHUHVXOWLQJVHWEDFNDUHDFDQEHGHȴQHGE\Dfence or hedge to spatially maintain the edge of the street. 7KH3RUFKPD\EHRQHRUWZRVWRULHVLVRSHQRQWKUHHVLGHVwith all habitable space located behind the building setback line.
Applicability
5HIHUWR7DEOH$
)URQWDJH7\SHV2YHUYLHZ
IRUDOORZHG]RQHV
Size
Width, Clear 10' min.Depth, Clear
PLQHeight, Clear 8' min.Overall Height ȵRRUPD[DERYH JURXQGȵRRU
Finish Level above Sidewalk 1' min.3HGHVWULDQ$FFHVV 3' wide min.
Miscellaneous
3RUFKHVVKDOOEHRSHQRQWKUHHVLGHVDQGKDYHDURRIWhen including ramps for accessibility, design standards in Title 17 (Zoning) shall apply.$3URMHFWLQJ3RUFKLVQRWDOORZHGWRHQFURDFKZLWKLQDSXEOLFright-of-way, or across the design site line. )LJXUHɉ'HVLJQVWDQGDUGVIRUD3URMHFWLQJ3RUFK
52:'HVLJQ6LWH/LQH %XLOGLQJ6HWEDFN/LQH
)LJXUHɉ([DPSOHRID3URMHFWLQJ3RUFK
SKRWRLVLOOXVWUDWLYHQRWUHJXODWRU\
Elevation Plan
50 Objective Design Standards for Multifamily Residential Housing in the Downtown Core and Downtown General Zoning Districts September 29, 2025 F.3.e
Packet Pg. 175
Attachment: Downtown Objective Design Standards for Multifamily Residential Housing (3733 : Adoption ɉPorch - Engaged
B
A E
7DEOH$ɉFrontage Standards: Porch - EngagedDescription $SRUWLRQRIWKHPDLQIDFDGHRIWKHEXLOGLQJHQFURDFKHVLQWRthe front setback to create an area for a covered structure. 7KH3RUFKPD\EHRQHRUWZRVWRULHVWZRVLGHVRIWKH3RUFKshall be attached to the building and two shall be open. The UHVXOWLQJ\DUGVKDOOEHGHȴQHGE\DIHQFHRUKHGJHDORQJWKHVWUHHWVLGHZDON$OOȴQLVKȵRRUOHYHOVDUHHOHYDWHGDERYHWKHsidewalk.
Applicability
5HIHUWR7DEOH$
)URQWDJH7\SHV2YHUYLHZ
IRUDOORZHG]RQHV
Size
Width, Clear 8' min.Depth, Clear
PLQHeight, Clear 8' min.Overall Height ȵRRUVPD[Finish Level above Sidewalk 1' min. within 10' of sidewalk; no min. beyond 10' from sidewalk
3HGHVWULDQ$FFHVV 3' wide min.Depth, main facade of building encroachment area
PD[
Width, main facade of building encroachment area
1/3 min. of overall building facade; width may not exceed width of 3RUFK Miscellaneous
When including ramps for accessibility, design standards in Title 17 (Zoning) shall apply.$Q(QJDJHG3RUFKLVQRWDOORZHGWRHQFURDFKZLWKLQDSXEOLFright-of-way, or across the design site line.
Setback line ROW line Street Setback line ROW line Street C
D
B
F
)LJXUHɉ([DPSOHRIDQ(QJDJHG3RUFK
SKRWRLVLOOXVWUDWLYHQRWUHJXODWRU\
Elevation Plan
)LJXUHɉ'HVLJQVWDQGDUGVIRUDQ(QJDJHG3RUFK
52:'HVLJQ6LWH/LQH %XLOGLQJ6HWEDFN/LQH
51 Objective Design Standards for Multifamily Residential Housing in the Downtown Core and Downtown General Zoning Districts September 29, 2025 F.3.e
Packet Pg. 176
Attachment: Downtown Objective Design Standards for Multifamily Residential Housing (3733 : Adoption ɉDooryard
7DEOH$ɉFrontage Standards: DooryardDescription
The main facade of the building is set back from the front GHVLJQVLWHOLQHZKLFKLVGHȴQHGE\DORZZDOOKHGJHRUother allowed screening, creating a small private area between the sidewalk and the facade. Each Dooryard is separated from adjacent Dooryards, and may be raised or at grade.
Applicability
5HIHUWR7DEOH$
)URQWDJH7\SHV2YHUYLHZ
IRUDOORZHG]RQHV
Size
Length 10' min.Depth, Clear
PLQ+RUL]RQWDO'LVWDQFHEHWZHHQ'RRUand Window Openings 4' max.
Depth of Recessed Entries 1' max.3HGHVWULDQ$FFHVV 3' wide min.Finish Level above Sidewalk 0" min.Height of Dooryard Fence/ Wall above Finish Level 3' max.
Miscellaneous
(DFK'RRU\DUGVKDOOSURYLGHDFFHVVWRRQO\RQHJURXQGȵRRUentry.$'RRU\DUGLVQRWDOORZHGWRHQFURDFKZLWKLQDSXEOLFULJKWof-way, or across the design site line.
F G
B
Setback line ROW line Street Setback line ROW line Street C
B
A
E
D
)LJXUHɉExample of a Dooryard (photo is illustrative, not regulatory) Elevation Plan
)LJXUHɉDesign standards for a Dooryard
52:'HVLJQ6LWH/LQH %XLOGLQJ6HWEDFN/LQH
52 Objective Design Standards for Multifamily Residential Housing in the Downtown Core and Downtown General Zoning Districts September 29, 2025 F.3.e
Packet Pg. 177
Attachment: Downtown Objective Design Standards for Multifamily Residential Housing (3733 : Adoption ɉStoop
7DEOH$ɉFrontage Standards: StoopDescription
The main facade of the building is near the front design site line with steps to an elevated entry. The Stoop is elevated above the sidewalk to provide privacy along the sidewalkfacing rooms. Stairs or ramps from the Stoop may lead directly to, or be parallel to the sidewalk.
Applicability
5HIHU7DEOH$
)URQWDJH7\SHV2YHUYLHZ
IRUDOORZHG]RQHV
Size
Width, Clear 5' min.Depth, Clear 3' min.Height, Clear 8' min.Finish Level above Sidewalk 1' min.Depth of Recessed Entry 5' max.
Miscellaneous
Stairs may be perpendicular or parallel to the building facade.When including ramps for accessibility, design standards in Title 17 (Zoning) shall apply.Entry doors may be covered to provide shelter.Gates are not allowed.$OOGRRUVVKDOOIDFHWKHVWUHHW$6WRRSLVQRWDOORZHGWRHQFURDFKZLWKLQDSXEOLFULJKWRIway, or across the design site line.
Setback line ROW line Street
C
D
B
Setback line ROW line Street
B
E
A
Elevation Plan
)LJXUHɉExample of a Stoop (photo is illustrative, not regulatory))LJXUHɉDesign standards for a Stoop 52:'HVLJQ6LWH/LQH %XLOGLQJ6HWEDFN/LQH
53 Objective Design Standards for Multifamily Residential Housing in the Downtown Core and Downtown General Zoning Districts September 29, 2025 F.3.e
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Attachment: Downtown Objective Design Standards for Multifamily Residential Housing (3733 : Adoption ɉForecourt
C
width (w)
h<2w
height (h)
7DEOH$ɉFrontage Standards: ForecourtDescription
The main facade of the building is at or near the front design site line and a portion is set back, extending the public realm into the design site for an entry court or shared garden space for housing, or as an additional shopping or restaurant seating areas.
Applicability
5HIHUWR7DEOH$
)URQWDJH7\SHV2YHUYLHZ
IRUDOORZHG]RQHV
Size
Width, Clear 15' min.Depth, Clear 15' min.Ratio, Height to Width 2:1 max.Finish Level above Sidewalk 1' max.
Miscellaneous
0D\EHXWLOL]HGWRJURXSVHYHUDOHQWULHVDWDFRPPRQelevation in compliance with accessibility standards.When including ramps for accessibility, design standards in Title 17 (Zoning) shall apply.$)RUHFRXUWLVQRWDOORZHGWRHQFURDFKZLWKLQDSXEOLFULJKWof-way, or across the design site line.
D
B
Setback line ROW line Street
B
A
Setback line ROW line Street
)LJXUHɉExample of a Forecourt (photo is illustrative, not regulatory) Elevation Plan
Section
)LJXUHɉDesign standards for a Forecourt
52:'HVLJQ6LWH/LQH %XLOGLQJ6HWEDFN/LQH
54 Objective Design Standards for Multifamily Residential Housing in the Downtown Core and Downtown General Zoning Districts September 29, 2025 F.3.e
Packet Pg. 179
Attachment: Downtown Objective Design Standards for Multifamily Residential Housing (3733 : Adoption ɉShopfront
7DEOH$ɉFrontage Standards: ShopfrontDescription
The main facade of the building is at or near the front design site line with at-grade entrance along the sidewalk. This type is intended for service, retail, or restaurant use and LQFOXGHVVXEVWDQWLDOJOD]LQJEHWZHHQWKH6KRSIURQWEDVHDQGWKHJURXQGȵRRUFHLOLQJDQGPD\LQFOXGHDQDZQLQJWKDWoverlaps the sidewalk.
Applicability
5HIHUWR7DEOH$
)URQWDJH7\SHV2YHUYLHZ
IRUDOORZHG]RQHV
Size
'LVWDQFHEHWZHHQ*OD]LQJ 3' max.*URXQG)ORRU*OD]LQJEHWZHHQSidewalk and Finished Ceiling Height 75% min.
Depth of Recessed Entries 5' max.6KRSIURQW%DVH 12" min., 30" max.Finish Level above Sidewalk $WJUDGH Awning
Depth 3' min.Setback from Curb 2' min.Height, Clear 14' min.
Miscellaneous
0LUURUHGRURWKHUUHȵHFWLYHȴQLVKHVRSDTXHRURWKHUȴQLVKHVWKDWGLPLQLVKYLHZVLQWRDQGRXWRIWKHJURXQGȵRRUare not allowed.$FFRUGLRQVW\OHGRRUVZLQGRZVRURWKHURSHUDEOHZLQGRZVthat allow the space to open to the street are allowed.$6KRSIURQWLVQRWDOORZHGWRHQFURDFKZLWKLQDSXEOLFULJKWof-way, or across the design site line; awnings are exempt.
E
B
C D
Setback/ROW line Street Setback/ROW line Street
A
)LJXUHɉExample of a Shopfront (photo is illustrative, not regulatory) Elevation Plan
)LJXUHɉDesign standards for a Shopfront
52:'HVLJQ6LWH/LQH %XLOGLQJ6HWEDFN/LQH
55 Objective Design Standards for Multifamily Residential Housing in the Downtown Core and Downtown General Zoning Districts September 29, 2025 F.3.e
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Attachment: Downtown Objective Design Standards for Multifamily Residential Housing (3733 : Adoption
ɉTerrace
Setback line ROW line Street
B A
Setback line ROW line Street
A C
7DEOH
$ɉFrontage Standards: TerraceDescription
The main facade is at or near the front design site line with steps leading to an elevated area providing public circulation along the facade. This type is used to provide outdoor areas along the sidewalk for housing or to accommodate an H[LVWLQJRULQWHQGHGJUDGHFKDQJHIRUUHWDLOVHUYLFHRURɝFHuses.
Applicability
5HIHUWR7DEOH$
)URQWDJH7\SHV2YHUYLHZ
IRUDOORZHG]RQHV
Size
Depth of Terrace 8' min. for
Residential, 12' min. for Non-Residential.
Finish Level above Sidewalk 2' max.Distance between Stairs 25' max.
Miscellaneous
Low walls used as seating are allowed.0D\EHXWLOL]HGWRJURXSVHYHUDOHQWULHVDWDFRPPRQHOHYDWLRQLQFRPSOLDQFHZLWKWKH]RQHV JURXQGȵRRUȴQLVKlevel standards.When including ramps for accessibility, design standards in Title 17 (Zoning) shall apply.$7HUUDFHLVQRWDOORZHGWRHQFURDFKZLWKLQDSXEOLFULJKWRIway, or across the design site line. )LJXUH
ɉExample of a Terrace (photo is illustrative, not regulatory) Elevation Plan
)LJXUH
ɉDesign standards for a Terrace
52:'HVLJQ6LWH/LQH %XLOGLQJ6HWEDFN/LQH
56 Objective Design Standards for Multifamily Residential Housing in the Downtown Core and Downtown General Zoning Districts September 29, 2025 F.3.e
Packet Pg. 181
Attachment: Downtown Objective Design Standards for Multifamily Residential Housing (3733 : Adoption ɉGallery
7DEOH$ɉFrontage Standards: GalleryDescription
The main facade of the building is set back at or near the front design site line and an at-grade covered structure, typically articulated with colonnade or arches, covers an area in the right-of-way. This type can have one or multiple stories. When used in non-residential settings, the Shopfront Type is included; when used in residential settings, Stoops, Dooryards, and Forecourts are included.
Applicability
5HIHUWR7DEOH$
)URQWDJH7\SHV2YHUYLHZ
IRUDOORZHG]RQHV
Size
Depth, Clear 8' min. Ground Floor Height, Clear 12' min.Roof Deck Height, Clear 9' min.Setback from Curb 18" min.
Miscellaneous
%XLOGLQJIDFDGHVKDOOIROORZWKHVWDQGDUGVRIWKHShopfront Frontage Type when a Shopfront and Gallery are used together. Habitable Space Roof Deck above Gallery may be covered (but is not habitable space).Galleries shall have a consistent depth.Galleries are allowed to project over the sidewalk in the public right-of-way.Frontage type allowed within ROW, or across design site line.
F C
B
ROW/ Setback line Sidewalk Street
E
D
A
ROW/ Setback line Sidewalk Street
Elevation Plan
)LJXUHɉExample of a Gallery (photo is illustrative, not regulatory))LJXUHɉDesign standards for a Gallery 52:'HVLJQ6LWH/LQH %XLOGLQJ6HWEDFN/LQH
57 Objective Design Standards for Multifamily Residential Housing in the Downtown Core and Downtown General Zoning Districts September 29, 2025 F.3.e
Packet Pg. 182
Attachment: Downtown Objective Design Standards for Multifamily Residential Housing (3733 : Adoption &KDSWHUɉ'HȴQLWLRQVDQG0HWKRGVRI0HDVXUHPHQW
ɉ3XUSRVH7KLV&KDSWHULQFOXGHVGHȴQLWLRQVIRUVSHFLDOL]HGWHUPVDQGSKUDVHVXVHGLQWKLV&KDSWHU$OORWKHUDSSOLFDEOHGHȴQLWLRQVDUHLQ&KDSWHU 'HȴQLWLRQV
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7KLVFKDSWHUDOVRLQFOXGHVLQIRUPDWLRQUHJDUGLQJWKHPHWKRGVDQGPHDVXUHPHQWVIRU)DFDGH=RQHDQG+LJKHVW7RS3ODWH)RURWKHUPHDVXUHPHQWPHWKRGVUHIHUWR7LWOH =RQLQJ
ɉ0HWKRGVRI0HDVXUHPHQW7KHIROORZLQJPHWKRGVRIPHDVXUHPHQWVKDOODSSO\ Building within Facade Zone.
A. Applicability. 7KH)DFDGH=RQHVWDQGDUGVDSSO\WRQHZEXLOGLQJVDQG DGGLWLRQVDORQJWKHIURQWDQGVLGHVWUHHWRIDGHVLJQVLWH B. Methodology.7KHUHTXLUHGDPRXQWLVH[SUHVVHGLQWKH]RQHVWDQGDUGVDVD SHUFHQWDJH7KHPHWKRGRORJ\WRFDOFXODWHWKLVSHUFHQWDJHLVGHPRQVWUDWHGWKURXJKDQH[DPSOHEHORZIRUWKHIURQW)DFDGH=RQHRQDGHVLJQVLWH ZLGHZLWKD)DFDGH=RQHUHTXLUHPHQWRI7KHVDPHDSSURDFKLVWREHDSSOLHGWRWKHVLGHVWUHHWXVLQJWKHPLQLPXPIURQWDQGUHDUEXLOGLQJVHWEDFNV7KHVWHSVDUH
ΖGHQWLI\ZLGWKRIGHVLJQVLWH
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58 Objective Design Standards for Multifamily Residential Housing in the Downtown Core and Downtown General Zoning Districts September 29, 2025 F.3.e
Packet Pg. 183
Attachment: Downtown Objective Design Standards for Multifamily Residential Housing (3733 : Adoption
7KHUHVXOWLVWKHPLQLPXPOHQJWKLQIHHWRIEXLOGLQJIDFDGHWKDWVKDOOEH SODFHGLQRUDEXWWLQJWKH)DFDGH=RQH
LQWKLVH[DPSOH
1RWHWKDWWKHOHQJWKUHTXLUHGWREHZLWKLQWKH)DFDGH=RQH LQWKLV
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)RUFRUQHUVLWHV)DFDGH=RQHUHTXLUHPHQWVVKDOODSSO\WRERWKWKHVWUHHW IURQWLQJIDFDGHV)RUWKHVLGHRIWKHGHVLJQVLWHVXEWUDFWWKHVXPRIWKHIURQWDQGUHDUVHWEDFNVIURPWKHVLWHGHSWKWRJHWWKHDSSOLFDEOHGHSWK 7DEOH$ɉExample: Facade Zone Calculation
:LGWKRI'HVLJQ6LWH
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5HVXOWDQW:LGWKIRU)DFDGH=RQH&DOFXODWLRQ
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Abutting Facade Zone Within Facade Zone
Side Street
Front Street (Typically the narrowest side of a Design Site) )LJXUHɉ([DPSOHRI)DFDGH=RQHFDOFXODWLRQ
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Abutting and Within Facade Zone At Front of Facade Zone Examples of building facade design to meet Facade Zone requirements 59 Objective Design Standards for Multifamily Residential Housing in the Downtown Core and Downtown General Zoning Districts September 29, 2025 F.3.e
Packet Pg. 184
Attachment: Downtown Objective Design Standards for Multifamily Residential Housing (3733 : Adoption Building Heights
Highest Top Plate. 7KLVLVWKHYHUWLFDOGLVWDQFHEHWZHHQDGMDFHQWȴQLVKHGJUDGHDQG WKHERWWRPRIWKHKLJKHVWWRSSODWHHDYHRIWKHEXLOGLQJ3OHDVHQRWH
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Highest Eave. 7KHPHDVXUHPHQWLVWRWKHERWWRPRIWKHHDYHDVVHPEO\ΖQWKLV&KDSWHUDQHDYHLVFRQVLGHUHGWREHWKHHGJHRIWKHURRIWKDWRYHUKDQJVWKHIDFHRIWKHZDOO7KHERWWRPRIWKHHDYHFDQUDQJHIURPWKHH[SRVHGUDIWHUVWRDȴQLVKHGKRUL]RQWDOVXUIDFHOverall Height. 7KHYHUWLFDOGLVWDQFHEHWZHHQDGMDFHQWȴQLVKHGJUDGHDQGWKHKLJKHVWSDUWRIWKHVWUXFWXUHGLUHFWO\DERYH Flat Roofed Buildings
Street Street
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Packet Pg. 185
Attachment: Downtown Objective Design Standards for Multifamily Residential Housing (3733 : Adoption ɉ'HȴQLWLRQV
Architectural Features. ([WHULRUEXLOGLQJHOHPHQWVLQWHQGHGWRSURYLGHRUQDPHQWDWLRQWRWKHEXLOGLQJLQFOXGLQJEXWQRWOLPLWHGWR HDYHVFRUQLFHVED\ZLQGRZVZLQGRZDQGGRRUVXUURXQGVOLJKWȴ[WXUHVFDQRSLHVDQGEDOFRQLHVBay Window. $ZLQGRZWKDWSURMHFWVIURPWKHEXLOGLQJIDFDGHWKDWEHJLQVRQWKHJURXQGȵRRUDQGFDQH[WHQGWRXSSHUȵRRUVRUEHJLQRQDQXSSHUȵRRUBlock. $QDUHDRIODQGVHSDUDWHGIURPRWKHUDUHDVE\DGMDFHQWVWUHHWVULJKWVRIZD\SXEOLFDUHDVRUDMXULVGLFWLRQERXQGDU\Block Face. 7KHDJJUHJDWHRIDOOEXLOGLQJIDFDGHVRQRQHVLGHRIDEORFN7KHEORFNIDFHSURYLGHVWKHFRQWH[WIRUHVWDEOLVKLQJDUFKLWHFWXUDOKDUPRQ\Block-Form, Building. $EXLOGLQJWKDWLVLQGLYLGXDOO\DVODUJHDVDEORFNRULQGLYLGXDOEXLOGLQJVFROOHFWLYHO\DUUDQJHGDORQJDVWUHHWWRIRUPDFRQWLQXRXVIDFDGHDVORQJDVPRVWRUDOORIDEORFNBlock Length. 7KHKRUL]RQWDOGLVWDQFHPHDVXUHGIURPRQHHQGRIWKHEORFNWRWKHRWKHUHQGDORQJWKHVDPHVWUHHWBlock Perimeter. 7KHDJJUHJDWHRIDOOVLGHVRIDEORFNPHDVXUHGDORQJWKHDGMDFHQWVWUHHWVBuildable Area. 7KHKRUL]RQWDODUHDLQZKLFKDEXLOGLQJFDQEHFRQVWUXFWHGBuilding Entrance. $SRLQWRISHGHVWULDQLQJUHVVDQGHJUHVVWRWKHIURQWRIDEXLOGLQJDORQJWKHVLGHZDONRIWKHVWUHHWLPPHGLDWHO\DGMDFHQWWRWKHEXLOGLQJBuilding Envelope. 7KHWKUHHGLPHQVLRQDOVKDSHUHVXOWLQJIURPDSSO\LQJDOOUHTXLUHGEXLOGLQJVHWEDFNVPD[LPXPEXLOGLQJKHLJKWXSSHUȵRRUVWHSEDFNVDQGIDFDGHPDVVLQJDUWLFXODWLRQUHTXLUHPHQWV Building Depth. 7KHKRUL]RQWDOGLVWDQFHIURPRQHHQGRI WKHEXLOGLQJWRWKHRWKHUHQGPHDVXUHGSHUSHQGLFXODUWRWKHIURQWGHVLJQVLWHOLQHLQFOXGLQJZLQJVBuilding Facade. 7KHH[WHULRUZDOORIDEXLOGLQJDGMDFHQWWRD VWUHHWRUFLYLFVSDFHWKHIURQWRUVLGHDORQJDSULYDWHVWUHHW Building Form. 7KHRYHUDOOVKDSHDQGGLPHQVLRQVRIDEXLOGLQJBuilding Frontage. 7KHJURXQGȵRRUIDFDGH V
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Attachment: Downtown Objective Design Standards for Multifamily Residential Housing (3733 : Adoption Single-Loaded, Building. $EXLOGLQJFRQWDLQLQJGZHOOLQJV DQGRUFRPPHUFLDOVXLWHVZLWKRXWFRPPRQKDOOZD\VIRUDFFHVVRQRQHVLGHRIWKHKDOOZD\WRWKHGZHOOLQJVDQGRUsuites.Stealth Design. 7KHHHFWRILQWHJUDWLQJDQHOHPHQWVXFKDVDFHOOXODUDQWHQQDLQWRDEXLOGLQJWKDWUHVXOWVLQWKHHOHPHQWEHLQJXQREWUXVLYHDQGQRWHDVLO\SHUFHLYHGIURPDGMDFHQWSXEOLFVLGHZDONVDQGFLYLFVSDFHStoop. 6HH6HFWLRQ 6WRRS
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Plantings on parcels or design sites shall contain species listed on this approved plant palette. This plant palette consists primarily of native species that may be used in any area of a parcel or design site. Alternative SODQWPDWHULDOPD\EHSURSRVHGEXWVKDOOPHHWWKHFULWHULDRIEHLQJ]RQHDSSURSULDWHQRQLQYDVLYHȴUHresistant, and low water use.In the case of a discrepency between plantings approved or disallowed by the Moraga-Orinda Fire District and plantings in the Approved Plant Palette, the Moraga-Orinda Fire District determination will take precedence.
Acer circinatum Vine MapleAcer macrophyllum Big Leaf MapleAcer negundo var. californicum Box-ElderAcer palmatum Japanese MapleAesculus californica California BuckeyeAesculus carnea ‘Briotti’ Red HorsechestnutAlnus rhombifolia White AlderArbutus ‘Marina’ Madrone ‘Marina’Arbutus menziesii MadroneArbutus unedo Strawberry TreeCercis occidentalis Western RedbudCercis Canadensis ‘Forest Pansy’ Eastern RedbudChitalpa tashkentensis ChitalpaCitrus spp. Citrus TreeComarostaphylis diversifolia Summer HollyCrataegus phaenopyrum Washington HawthornEriobotrya spp. Loquat TreeFraxinus latifolia Oregon AshJuglans californica var. hindsii N. California Black WalnutLaurus nobilis Sweet BayLagerstroemia indica Crape Myrtle Metrosideros excelsus New Zealand Christmas TreeOlea europaea ‘Fruitless’ Fruitless OlivePlatanus racemosa California SycamorePistacia chinensis Chinese PistachePopulus fremontii Fremont CottonwoodPrunus x blireana Flowering PlumPrunus sargentii Sargent CherryPyrus calleryana 'Aristocrat' Flowering PearPyrus kawakamii Evergreen PearQuercus agrifolia Coast Live OakQuercus douglasii Blue OakQuercus kelloggii California Black OakQuercus lobata Valley OakRhus lancea Sumac TreeSalix exigua Sandbar WillowSalix laevigata Red WillowSalix lasiolepsis Arroyo Willow6W\UD[RɝFLQDOLV California StoraxUmbellularia californica California BayVitex agnus-castus Chaste Tree Trees
66 Objective Design Standards for Multifamily Residential Housing in the Downtown Core and Downtown General Zoning Districts September 29, 2025 F.3.e
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Attachment: Downtown Objective Design Standards for Multifamily Residential Housing (3733 : Adoption $EHOLDJUDQGLȵRUD Glossy Abelia
Abutilon spp. Chinese LanternAeonium, Cotyledon, Dudleya SucculentsAlyogne huegelii Blue HibiscusAnemone hybrida Japanese AnemoneArbutus unedo ‘Compacta’ Compact Strawberry TreeArctostaphylos spp. ManzanitaArtemesia californica California Sagebrush$VSDUDJXVGHQVLȵRUXV Asparagus fernAspidistra elatior Cast Iron PlantAzalea southern indica Sun AzaleaBallota pseudodictamnus DittanyBerberis aquifolium Prickly Oregon GrapeBerberis nervosa Cascade Oregon GrapeBerberis pinnata ssp. pinnata Oregon GrapeBerberis darwinii Darwin’s BarberryBergenia crassifolia Winter Blooming BergeniaBoronia heterophylla Red BoroniaBuddleia davidii %XWWHUȵ\%XVKCallistemon citrinus ‘Little John’ Dwarf Bottle BrushCamellia spp. CamelliaCarpenteria californica Bush AnemoneCeanothus spp. Wild LilacCerastium tomentosum Snow-In-SummerCercocarpus betuloides var. betuloides Mountain MahoganyChoisya ternata Mexican OrangeChrysanthemum maximum Shasta DaisyChrysolepis chrysophylla var. minor Bush ChinquapinCistus spp RockroseClivia miniata Orange CliviaColeonema spp. Breath-of-HeavenCoprosma spp. CoprosmaCoreopsis spp. CoreopsisCorrea spp. Australian Fuschia Cornus glabrata Brown DogwoodCornus sericea Red Osier DogwoodCornus stolonifera var. californica Red Stem DogwoodCorylus cornuta californica California HazelnutDaphne odora Winter DaphneDendromecon rigida Bush PoppyDicksonia antarctica Tasmanian Tree FernDirca occidentalis Western LeatherwoodEcheveria, Graptoveria, Senecio SucculentsEchium (Fatuosa) candicans Pride of MadieraElaeagnus (except E. angustifolia) Silver BerryEscallonia spp. No Common NameEuonymus j. microphyllus Boxleaf EuonymusFeijoa sellowiana Pineapple GuavaFestuca ovina glauca Sheep FescueFremontodendron californica Flannel BushGalvezia speciosa Island Bush SnapdragonGarrya elliptica Coast SilktasselGarrya fremontii Fremont’s Silk TasselGaultheria shallon SalalGrevillea ‘Noellii’ Wooly GrevilleaGrindelia hirsutula var. hirsutula Hairy GumplantHebe Spp. HebeHeteromeles arbutifolia ToyonHolodiscus discolor Ocean SprayHydrangea spp. HydrangeaHypericum moserianum Gold Flower.QLSKRȴDXYDULD Red-Hot PokerLantana montevidensis Trailing LantanaLavandula stoechas Spanish LavenderLavatera assurgentifolia Tree MallowLeonotis leonurus Lion’s TailLeptospermum spp. Australian Tea TreeLeucodendron spp. Leucodendron Shrubs
67 Objective Design Standards for Multifamily Residential Housing in the Downtown Core and Downtown General Zoning Districts September 29, 2025 F.3.e
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Attachment: Downtown Objective Design Standards for Multifamily Residential Housing (3733 : Adoption Leucophyllum frutescens Texas Ranger
Ligustrum japonicum PrivetLonicera involucrata var. ledebourii Coast TwinberryLoropetalum chinensis Chinese Fringe FlowerLotus scoparius var. scoparius Common DeerweedLupinus albifrons Silvery Bush LupineLupinus arboreus var. eximius Yellow Bush LupineMahonia spp. Oregon GrapeMimulus auratiacus Monkey FlowerMyrica californica 3DFLȴF:D[0\UWOHMyrsine africana African BoxwoodMyrtus communis True MyrtleNandina d. ‘Dwarf Varieties’ Heavenly BambooNassella (Stipa) tenuissima Mexican Feather GrassOemleria cerasiformis Oso BerryOlea e. ‘Little Ollie’ Dwarf OliveOsmanthus fragrans Sweet OlivePaeonia hybrids PeonyPenstemon hybrids Beard TonguePhormium tenax var. New Zealand FlaxPhysocarpus capitatus 3DFLȴF1LQHEDUNPickeringia montana var. montana Chaparral PeaPittosporum spp. Tobira, TawhiwhiPodocarpus gracilior Fern PinePrunus caroliana ‘Compacta’ Compact Carolina CherryPrunus ilicifolia Hollyleaf CherryPrunus laurocerasus ‘Zabeliana’ Zabel LaurelPrunus virginiana var. demissa Western ChokecherryRhamnus alaternus Italian BuckthornRhamnus californica &RHHEHUU\Rhamnus californica ‘Eve Case’ &RHHEHUU\Rhamnus californica ‘Sea View’ &RHHEHUU\Rhamnus californica ‘San Bruno’ &RHHEHUU\Rhamnus crocea Redberry Rhododendron spp. RhododendronRhus integrifolia Lemonade BushRhus ovata Sugar BushRibes aureum var. gracillimum Golden CurrantRibes californicum var. californicum Monterey Gooseberry5LEHVGLYDULFDWXPYDUSXELȵRUXP Coastal Black GooseberryRibes malvaceum var. malvaceum Chaparral CurrantRibes menziesii Canyon GooseberryRibes quercetorum Rock GooseberryRibes sanguineum Flowering CurrantRibes speciosum Fuschia Flowered GooseberryRibes viburnifolium Catalina FragranceRomneya coulteri Matilija PoppyRosa spp. RosesRosa californica California RoseRosa gymnocarpa Wood RoseRosa rugosa Ramanas RoseRosmarinus spp. Rosemary5XEXVSDUYLȵRUXV ThimbleberryRupertia physodes Common rupertiaSalvia ‘Allen Chickering’ SageSalvia ‘Aromas’ SageSalvia leucantha Mexican SageSalvia leucophylla ‘Point Sal’ Point Sal SageSambucus mexicana Blue ElderberrySambucus racemosa Red ElderberrySantolina spp. Lavender CottonSarcococca ruscifolia Fragrant sarcococcaSymphoricarpus albus SnowberrySymphoricarpos mollis Creeping SnowberrySyringa vulgaris LilacTeucrium fruticans GermanderTrichostema lanatum Wooly Blue CurlsVaccinium ovatum California Huckleberry Shrubs
68 Objective Design Standards for Multifamily Residential Housing in the Downtown Core and Downtown General Zoning Districts September 29, 2025 F.3.e
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Attachment: Downtown Objective Design Standards for Multifamily Residential Housing (3733 : Adoption Vancouveria planipetala Inside Out Flower
Viburnum elipticum Common ViburnumViburnum spp. ViburnumViburnum tinus Laurustinus Westringia fruticosa WestringiaXylosma congestum XylosmaZauschneria californica California Fuschia Shrubs
Acanthus mollis Bear’s BreechesAchillea spp. YarrowAnigozanthos hybrid Kangaroo PawArctosis spp. African DaisyArctostaphylos spp. ManzanitaArtemesia ‘Powis Castle’ Powis Castle WormwoodAsarum caudatum Wild GingerBaccharis ‘Pigeon Point’ Dwarf Coyote BushCeanothus spp. Wild LilacCistus spp RockroseConvolvulus spp. Morning GloryCorrea spp. Australian FuschiaCotoneaster spp. CotoneasterDietes bicolor Fortnight LilyDisporum hookeri Drops of GoldDisporum smithii Fairy BellsDymondia margaretae DymondiaEpilobium canum ssp. canum California FuschiaErigeron karvinskianus Fleabane(ULRSK\OOXPFRQIHUWLȵRUXPYDUFRQIHUWLȵRUXP Golden YarrowErysimum ‘Bowles Mauve’ :DOOȵRZHUFragaria chiloensis California StrawberryGaura lindheimeri GauraGeranium spp. CranesbillHelianthemum nummularium SunroseHemerocallis var. DaylilyHeuchera spp Coral Bells Iris douglasiana Douglas IrisΖULV3DFLȴF&RDVW+\EULGV Native IrisLamiastrum galeobdolon Yellow ArchangelLavandula spp. LavenderLibertia peregrinans Orange LibertiaLiriope (Ophiopogon) spp. Lily TurfMonardella villosa ssp. Villosa Coyote MintMoraea (Dietes) bicolor Fortnight LilyMoraea (Dietes) iridioides Fortnight LilyNepeta faassenii CatmintPenstemon spp. PenstemonRibes viburnifolium Evergreen CurrantRomneya coulteri Matilija PoppyRosmarinus ‘Huntington Carpet’ Huntington Carpet RosemaryRubus calycinoides ‘Emerald Carpet’ Taiwan White RaspberryRubus pentalobus ‘Emerald Carpet’ Taiwan White RaspberrySalvia leucantha Mexican SageSalvia leucantha ‘Santa Barbara’ Dwarf Mexican SageSalvia species SalviaSantolina species Lavender CottonSatureja douglasii Yerba BuenaSedum spathulifolium Yellow StonecropStachys byzantina Lambs EarsThymus spp. ThymeTulbaghia violacea Society GarlicVerbena spp. VerbenaVancouveria planipetala Inside Out Flower Groundcover & Perennials
69 Objective Design Standards for Multifamily Residential Housing in the Downtown Core and Downtown General Zoning Districts September 29, 2025 F.3.e
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Attachment: Downtown Objective Design Standards for Multifamily Residential Housing (3733 : Adoption Adiantum aleuticum )LYHȴQJHUHG)HUQ
Blechnum spicant Deer FernDryopteris arguta Coastal Wood FernEquisetum sp. Horsetail Adiantum jordanii California Maiden-hairPolystichum munitum Sword Fern VinesPteridium aquilinum var. pubescen Bracken Fern:RRGZDUGLDȴPEULDWD Chain Fern Ferns
Actaea rubra BaneberryAngelica californica California AngelicaArmeria spp. ThriftArtemesia douglasiana California MugwortAsclepias californica California MilkweedAsclepias fascicularis Narrow-Leaf MilkweedAsclepias speciosa Showy MilkweedBrodiaea elegans Elegant BrodiaeaCalochortus luteus Yellow Mariposa LilyCalochortus venustus %XWWHUȵ\0DULSRVD/LO\Chlorogalum pomeridianum Wavyleaf SoaprootCynoglossum grande 3DFLȴF+RXQGȇV7RQJXHDelphinium sp. LarkspurDicentra formosa 3DFLȴF%OHHGLQJ+HDUWDichelostemma capitatum ssp. capitatum Blue DicksDodecatheon clevelandii ssp. Patulum Padre’s shootingstarDodecatheon hendersonii Mosquito BillsEschscholzia californica California Poppy)ULWLOODULDDɝQLVYDUDɝQLV Checker LilyHelenium puberulum SneezeweedHeracleum lanatum Cow Parsnip+HXFKHUDPLFUDQWKDYDUDɝQLV Checker LilyLamium spp. DeadnettleLathyrus vestitus var. vestitus &RPPRQ3DFLȴF3HD Limonium spp. StaticeLomatium californicum California LomatiumLomatium utriculatum Common LomatiumMimulus cardinalis Crimson Monkey FlowerMimulus guttatus Seep Monkey FlowerOsmorhiza chilensis Sweet CicelyPerideridia kelloggii Kellogg’s YampahRanunculus californicus California Buttercup6DQLFXODELSLQQDWLȴGD Purple SanicleSanicula crassicaulis 3DFLȴF%ODFN6QDNHURRWSanicula tuberosa Turkey PeaScrophularia californica ssp. californica California Bee-PlantSenecio aronicoides Rayless Groundsel6LGDOFHDPDOYDHȵRUD Checker MallowSisyrinchium bellum Blue-eyed GrassSisyrinchium californicum Golden-eyed GrassSmilacina racemosa Large False Solomon’s SealSmilacina stellata Little False Solomon’s SealStachys ajugoides var. rigida Rigid Hedge-NettleTauschia hartwegii Hartweg’s Umbrella Wort7HOOLPDJUDQGLȵRUD Fringe CupsTrillium chloropetalum Giant TrilliuWyethia angustifolia California Compass PlantWyethia glabrata or helenoides Mule-ears Herbs
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Attachment: Downtown Objective Design Standards for Multifamily Residential Housing (3733 : Adoption Bromus carinatus California Brome
Bromus laevipes Chinook BromeCalamagrostis ‘Karl Forester’ Feather Reed GrassCarex barbarae Santa Barbara SedgeCarex comans New Zealand Hair SedgeCarex nudata Torrent SedgeCarex praegracilis Slender SedgeCarex tumulicola Berkeley SedgeChondropetalum spp. Cape RushDeschampsia caespitosa ‘Holciformis’ Ca. Tufted Hair GrassElymus glaucus Blue Wild RyeFestuca Californica California FescueFestuca idahoensis Idaho FescueFestuca mairei Atlas FescueFestuca rubra ‘Molate’ ‘Molate’ Red FescueHelictotrichon sempervirens Blue Oat Grass Hordeum brachyantherum California Barley-XQFXVHXVXV Green RushJuncus patens California Grey RushLeymus triticoides Creeping WildryeaLibertia peregrinans Orange LibertiaLomandra longifolia Dwarf Mat RushMelica californica California MelicMelica imperfecta 6PDOOȵRZHU0HOLFMelica torreyana Torrey MelicNassella cernua Nodding NeedlegrassNassella lepida Foothill NeedlegrassNassella pulchra Purple NeddlegrassPerovsia atriplicifolia Russian SageScirpus californicus California BulrushStipa arundinacea Pheasant’s Tail Grass Agrostis Pallens Native Bent Grass“Bolero” by Delta Blue Grass BoleroFestuca occidentalis Western Mokelumne Fescue Festuca idahoensis Idaho FescueFestuca Rubra Creeping Red FescueȊ0HGDOOLRQȋE\3DFLȴF6RG Tall Fescue Turf Ornamental Grass & Grass-Like PlantsOrnamental Grass & Grass-Like Plants Aristolochia californica California Dutchman’s PipeCalystegia callistioides California Morning GloryClematis armandii Evergreen ClematisClematis lasiantha Virgin's BowerClematis ligusticifolia Yerba de ChivaDistictis buccinatoria Blood Red Trumpet VineFicus pumila Creeping FigGelsemium sempervirens Carolina JessamineHardenbergia spp. Native SarsaparillaJasminum polyanthum Pink Flowering JasmineLonicera hispidula var. vacillans Pink Honeysuckle Marah fabaceus var. fabaceus California Man-RootMuhlenbeckia axillaris ‘Nana’ Creeping Wire VineParthenocissus quinquefolia Virginia CreeperParthenocissus tricupidata ‘Veitchii’ Dwarf Boston IvyRosa banksiae Lady Banks RoseRosa spp. Climbing RoseSolanum jasminoides Potato VineTrachelospermum jasminoides Star JasmineVitis californica &DOLIRUQLD&RHHEHUU\Vitis californica ‘Roger’s Red’ Wild GrapeWisteria spp. Wisteria Vines
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Attachment: Downtown Objective Design Standards for Multifamily Residential Housing (3733 : Adoption City Council
Staff Report
Agenda Item: F.4
Date: October 21, 2025
Department: Parks and Recreation
AGENDA TITLE: CalRecycle Payment Program Grant Application RECOMMENDATION:
Adopt Resolution 59-25 Authorizing the City to Apply for Grants Under the CalRecycle Payment Programs.
BACKGROUND:
Pursuant to Public Resources Code Section 14581(a)(3)(A) of the California Beverage Container Recycling and Litter Reduction Act, the Department of Resources Recycling and Recovery (CaIRecycle) is distributing funds annually to eligible cities and counties specifically for beverage container recycling and litter cleanup activities. Eligible activities include, but are not necessarily limited to:
• New or existing curbside recycling programs.
• Neighborhood drop-off recycling programs.
• Public education promoting beverage container recycling. • Litter reduction and cleanup where the waste stream includes beverage containers that will be recycled.
• Cooperative regional efforts among two or more cities and counties. • Other beverage container recycling programs.
• Supporting AB 341 Mandatory Commercial Recycling (MCR) requirements. (For additional information on MCR and definitions of "businesses" and "multi-family residential dwellings" as they relate to this regulation, see Mandatory Commercial Recycling).
• Infrastructure for businesses to recycle beverage containers. • Support for new or existing beverage container recycling programs for multifamily residential dwellings. • Public education and outreach (must include a beverage container recycling component).
Eligible applicants include cities, counties, or cities and counties in California, as identified by the California Department of Finance, unless otherwise determined by CalRecycle. Each City is eligible to receive $5,000 or an amount calculated by CalRecycle, on a per capita basis, whichever is greater. The term begins from the date awarded and applicants now have two years to spend funds. Program expenditures may start no earlier than the date of award.
As a result of State audit findings and an approved Corrective Action Plan by the California State Auditor, CalRecycle has implemented changes to the Program over the years to address a perceived lack of oversight and fiscal accountability to this funding F.4
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cycle. Applicants continue to be required to submit an approved resolution authorizing the application for funds and designating the City Manager as the Signature Authority to execute documents. In addition to the approved Resolution, the following eligibility criteria was established:
• Implement a two-year term for recipients to expend Program funds. • Allow jurisdictions to submit a regional application. • Require authorized signatures with submittal of Funding Request and Expenditure Reporting.
• Implement a proportionate cost policy for all eligible projects. • Remove Recycled Content Products as an eligible expenditure. • Require all recipients to submit an expenditure report with supporting documentation for funds expended.
DISCUSSION:
The City of Orinda has received funding through the Beverage Container Recycling City/County Payment Program since Fiscal Year 2005/06. Supplies associated with the Bigbelly Waste and Recycling system have recently been funded through this Program.
Future funding is proposed to be used to assist with the installation of water refill stations. To fulfill the new grant application requirements, the City Council is required to adopt a Resolution authorizing an application for grant funding. The Resolution also designates the City Manager as the Signature Authority. The format of the resolution is in a format required by the State grant for this funding cycle.
NEXT STEPS:
If the City Council adopts the Resolution, Staff will complete and submit the application.
FISCAL IMPACT:
The currently adopted budgets for Fiscal Years 2025-26 and 2026-27 already contemplate this grant funding. The amount of the grant is expected to be approximately $5,000.
ATTACHMENTS:
A. Resolution 59-25 Authorizing the City to Apply for Grants Under the CalRecycle Payment Programs
Respectfully Submitted by:
Todd Trimble
Director of Parks and Recreation
Prepared By: Todd Trimble, Director of Parks and Recreation Approved by:
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RESOLUTION NO. 59-25
A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF ORINDA
AUTHORIZING THE CITY TO APPLY FOR GRANTS UNDER THE CALRECYCLE
PAYMENT PROGRAM
WHEREAS, pursuant to Public Resources Code sections 48000 et seq., 14581, and 42023.1(g), the Department of Resources Recycling and Recovery (CalRecycle) has established various payment programs to make payments to qualifying jurisdictions; and
WHEREAS, in furtherance of this authority, CalRecycle is required to establish procedures governing the administration of the payment programs; and WHEREAS, CalRecycle’s procedures for administering payment programs require, among other things, an applicant’s governing body to declare by resolution certain authorizations related to the administration of the payment program; and WHEREAS, the City Council previously adopted Resolutions 25-16 on April 19, 2016, and 01-21 on January 12, 2021; and
WHEREAS, the program requires the adoption of a resolution every five years.
NOW, THEREFORE BE IT RESOLVED that the City Council of the City of Orinda does hereby authorize the City to apply for grants with CalRecycle for any and all payment programs offered.
BE IT FURTHER RESOLVED that the City Manager is hereby authorized as Signature Authority to execute all documents necessary to implement and secure payment.
BE IT FURTHER RESOLVED that this authorization is effective until rescinded by the Signature Authority or this governing body.
ADOPTED by the City Council of the City of Orinda at a regular meeting of the Council held on October 21, 2025 by the following vote:
AYES: COUNCILMEMBERS:
NOES: COUNCILMEMBERS:
ABSENT: COUNCILMEMBERS:
ABSTAIN: COUNCILMEMBERS:
Latika Malkani, Mayor
ATTEST:
Sheri Marie Smith, City Clerk
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Staff Report
Agenda Item: F.5
Date: October 21, 2025
Department: Finance
AGENDA TITLE: Preliminary Quarterly Financial Report (4th Quarter Fiscal Year 2024- 25)
RECOMMENDATION:
Receive the preliminary report.
BACKGROUND:
This report provides preliminary information based on the unaudited results of the Fiscal Year (July 1, 2024 – June 30, 2025). It includes a detailed analysis of General Fund performance compared to the Budget. The good news is that the General Fund appears to be performing as anticipated. At this time, the information is considered preliminary as the year-end audit is currently underway and adjustments and accruals may be made as part of that process. The final reports will be presented to the City Council as the Annual Comprehensive Financial Report (ACFR), which will be available once the audit is completed.
Financial Planning Cycle
The City Council establishes a Budget on a two-year cycle. The Fiscal Year begins on July 1st and ends on June 30th. Fiscal Year 2024-25 is the second year of the previous two-year cycle. Since the Budget is based on estimates and forecasts, a periodic review of budget to actual performance is appropriate to identify deviations in the financial plan.
The ACFR will incorporate all the adjustments and accruals. The City’s independent auditor is currently in the process of reviewing the City records with the final report typically being presented to the City Council in December.
General Fund
The General Fund is the primary operating fund for the City, and it also allows for the most discretionary use of funds. As the core support for City operations, the General Fund is the focus of the initial portion of this report (Including Attachments A – D). The General Fund activity presented includes the Local One Cent Add-on Measure R Sales Tax revenues and expenditures used primarily for street and drainage projects in addition to fire mitigation programs. For ACFR purposes, Measure R is integrated as part of the General Fund. However, the City tracks these activities in a separate “subfund” (Fund 106) for fiscal management purposes. In the more detailed sections of the attachments to this report, Revenue and Expense associated with the Add-On Sales Tax are identified separately in Attachments A, B, C, and D.
DISCUSSION:
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High Level Revenue & Expenditure Summary – Attachment A The first attachment to the Report provides a high-level Summary of General Fund Revenue and Expenditures (See Attachment A). The revenues are broken down by major “types” and expenditures are shown by Department. As shown on Attachment A, as of June 30, 2025, in the General-Purpose portion of the General Fund (excludingMeasure R- Add-on Sales Tax), the City recorded the collection of approximately 12.1% more than the Budgeted Revenue and spent 4.8% less than the Budgeted Expenditures with net savings of 17% of the budgeted amounts (based on preliminary results).
Significant contributing factors will be discussed in more detail later in this report.
Overall, this preliminary report indicates a positive financial position for the City.
Necessary reserve targets will be met in accordance with the adopted policy. The final results will be evaluated and reported as part of the Annual Comprehensive Financial Report, to be presented once the audit is complete.
Revenues
The following table compares the preliminary FY 2024-25 revenue with the actual revenue collected in the previous fiscal year. As shown below, current year’s revenue is roughly 2% higher than the previous year when comparing the total amount. Overall, this is a positive result given general economic conditions.
Revenue Collected During Fiscal Year (2024-25 vs 2023-24) Actual
Jul 24 - Jun 25
Actual
Jul 23 - Jun 24 Variance
General Purpose General Fund $ 18,922,670 $ 18,475,971 $ 446,699 Add-on Sales Tax Measure R 3,953,907 3,871,289 82,618
Total $ 22,876,578 $ 22,347,261 $ 529,317
The following chart compares the actual revenue collected based on type. As will be discussed in more detail, Taxes exceed the prior year’s comparison as does revenue generated by Parks and Recreation. The Revenue Detail Narrative section of Attachment B provides detailed analysis of significant variance items.
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General Fund Revenue by Type
Expenditures
The following table summarizes the total General Fund expenditures for the Fiscal Year 2024-25 (a detailed breakdown by type of expense is shown in Attachment C; and a breakdown by Department is presented in Attachment D).
Expenditure Comparison (Excluding transfers out)
Fiscal Year 2024-25 vs Fiscal Year 2023-24
Fund FY 2024-25 FY 2023-24 Variance
General Purpose $ 16,159,708 $ 15,622,585 $ 537,122
One Cent Add-On
Measure R 3,455,213 2,182,257 1,272,956
Total $ 19,614,921 $ 17,804,843 $ 1,810,078
As seen above, total preliminary expenditures for the Fiscal Year 2024-25 grew $1.8 million from the previous Fiscal Year to $19.6 million. The "General Purpose" component increased by $537 thousand from the previous year, while "Add-On" Sales Tax (Fund 106) expenditures increased by about $1.3 million due primarily to the completion of the San Pablo Creek Culvert Repair Project (#4187) earlier this Fiscal Year. Increases in the General Fund are mostly due to higher pay and benefit costs associated with MOU amendments, and increases in Special Expenses category are due to election expenditures and the leasing of portable lighting used at Wilder field #4.
The chart on the following page compares the actual General Fund expenditures based on the type of expense.
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General Fund Expenditures by Type
FY2024-25 Compared to FY2023-24
Budget To Actual Performance
The Budget serves as the Fiscal Plan for the City. Given that budgets are based on estimates and forecasts, it is very important to evaluate actual activity compared to the planned Revenue and Expenditures. The following high-level analysis will focus on the General-Purpose General Fund Budget to Actual.
FISCAL YEAR 2024-25 GENERAL FUND ACTUAL REVENUE (FUND 100)
COMPARED TO BUDGET
Revenue Compared to Budget
The above chart displays the General-Purpose General Fund revenues, by Department compared to the Budget. Attachment B provides a detailed breakdown of the actual revenue collected compared to the Budget. Included with the detailed financial information provided in Attachment B is additional narrative analysis of key areas of revenue deviation. These reports include most of the final accruals required, such as F.5
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sales taxes received in July and August which relate to taxpayer payments for retail sales as of June 30th.
As anticipated, total revenues for the General-purpose General Fund for the Fiscal Year 2024-25 outperformed budget projections by approximately $2 million. Revenue collected as of June 30, 2025, was approximately 112% of the Budget. ($18.9 million received compared to $16.9 million budget).
Expenditures Compared to Budget
General Purpose General Fund operating expenditures for the Fiscal Year 2024-25 were approximately 95% of the Budget. ($16.2 million actual expense compared to the $17.0 million budget). By comparison, the City had recorded expenditures of $23.4 million for the prior Fiscal Year.
EXPENDITURES
FY 2024-25
Actual
FY 2024-25
Budget
$ Variance
Budget to Actual
Variance
% Variance
Budget to
Actual
Non-Departmental Excl Transfers 683,759 671,508 (12,251) -1.8% City Management 644,627 619,586 (25,041) -4.0%
City Attorney 416,910 598,000 181,090 30.3%
City Clerk 463,645 385,261 (78,384) -20.3%
Administrative Services 1,299,967 1,216,268 (83,699) -6.9% Police Services 4,720,452 5,305,580 585,128 11.0%
Public Works 4,681,901 4,937,930 256,029 5.2%
Parks & Recreation / Facilities 2,144,629 1,880,412 (264,217) -14.1% Library 67,405 55,203 (12,202) -22.1%
Planning 1,036,414 1,364,157 327,743 24.0%
TOTAL EXPENDITURES 16,159,708 $17,033,905 $874,197 5.1% Overall, total preliminary actual expenditures stayed within the adopted General Fund Budget. Significant variances are explained below.
• Parks and Recreation (14% over budget) is trending high due to the continued increase in demand for recreation services and the associated costs of providing those services, primarily the additional cost of contract instructors. • Police Services (Budget savings of 11%) contributed budget savings of $585,000 (or 11%) largely because of vacancies of Senior Administrative Assistant and a Deputy position that has been requested yet not filled by the Sheriff’s department due to internal processes on their end. In addition, Sheriff’s office costs also came under budget.
• Planning Services came under budget by approximately $328,000 (or 24%) primarily as a result of the vacancy at the Principal Planner position and timing of professional services and Contract services (Cost Recovery) primarily due to implementation of the Downtown Precise Plan and Housing Element being put on hold because of the CEQA lawsuit plus the delay in hiring of a legislative advocacy firm. • City Attorney costs associated with the Housing Element lawsuit are not recorded in the General Fund (Fund 100) which resulted in budget savings of $181K (or 30%).
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• Actual expenditures for the Public Works Department were under budget approximately by $256,000 (or 5.2%) because of delay in filling vacant positions including Maintenance & Facilities Superintendent and Maintenance Worker I/II/III. • Preliminary expenditures for the Administrative Service Department exceeded the appropriations by $83,000 due to the contribution of $50,000 to the Retiree Medical Trust and temporary staffing costs.
• The City Clerk's office came in over budget by about $78,000 due to the salary increase granted to the Clerk classification by City Council, leave cash out, and contract services.
The following Chart displays expenditures, by Department compared to the current Budget. Attachment D provides a detailed line-item view of the Budget Compared to Actual Expense for each department.
GENERAL FUND (FUND 100) ACTUAL EXPENDITURES COMPARED TO BUDGET By Department
Expenditure Detail by Type (Including Comparison to Prior Year) Attachment C Attachment C provides a breakdown of all General Fund expenditures by “type” (Salaries & Benefits, Contractors, Materials & Supplies, Vehicle Expense, Special Department Expense, and Add-On Sales Tax Expense). Similar to the Revenue Detail, this schedule also provides a comparison to actual activity for the previous Fiscal Year.
As mentioned earlier, total expenditures are less than the adopted Budget.
As shown in the Chart below, 65% of the expenditures for the current Fiscal Year were in the Salaries & Benefits and Contract Services categories, which is reflective of the service-oriented nature of local municipal government. Measure R accounts for 18% of the overall General Fund expenditures, with a majority (roughly 69%) of that being Capital Projects.
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Comparison of Major Expenditures by Type for the Fiscal Year 2024-25 FISCAL IMPACT:
General Fund revenue, including the voter-approved Add-On Sales Taxes, is approximately $22.8 million and total expenditures shown in the preliminary report as of June 30, 2025, were approximately $19.6 million. In addition, there were “Transfers In” and “Transfers Out” of the General Fund which impact year-end balances. Factoring in these changes results in a preliminary net positive change in Fund Balance of approximately $3.3 million. This includes required entries to record the market values of investments held.
ATTACHMENTS:
A. Summary of General Fund Revenue and Expenditures
B. Revenue Detail and Analysis
C. Expenditures by Type
D. Expenditure Detail by Department
Respectfully Submitted by:
Douglas Alessio
Assistant City Manager
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Prepared By: Bhavna Chaudhary,
Approved by:
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City of Orinda
SUMMARY - General Fund* Revenue And Expenditures
(*Including Add-On Sales Tax Fund)
From 7/1/2024 Through 6/30/2025
Current Fiscal Year (FY 2024-25)
Prior Fiscal Year
(FY 2023-24)
Actual
Annual Adopted
Budget
$ Variance
Budget to Actual
Variance
% Variance
Budget to
Actual Actual
GENERAL PURPOSE GENERAL FUND (FUND #100)
Revenues
Taxes 13,370,108 $ 12,675,000 $ 695,108 $ 5.5% $ 12,987,802 Rents & Interest 1,116,717 278,000 838,717 301.7% 1,359,672 Police - Fees & Fines 49,820 52,500 (2,680) (5.1%) 55,818 Public Works - Fees 125,925 210,000 (84,075) (40.0%) 151,968 Recreation Fees & Rentals 3,113,426 2,281,000 832,426 36.5% 2,791,596 Planning Services- Fees 891,511 960,200 (68,689) (7.2%) 872,081 Project Reimbursement Revenue 115,924 364,000 (248,076) (68.2%) 199,770 Revenue from Other Agencies 112,956 38,000 74,956 197.3% 48,500 Other Miscellaneous Revenue 26,282 19,500 6,782 34.8% 8,764 Total Revenues 18,922,670 $ 16,878,200 $ 2,044,470 $ 12.1% $ 18,475,971 Expenditures
00 - Non-Departmental (Excl Transfers) $ 683,759 $ 620,344 $ (63,415) (10.2%) $ 663,542 10 - City Management 644,627 619,586 (25,041) (4.0%) 479,030 12 - City Attorney 416,910 598,000 181,090 30.3% 532,914 15 - City Clerk 463,645 385,261 (78,384) (20.3%) 369,834 17 - Administrative Services 1,299,967 1,216,268 (83,699) (6.9%) 1,234,517 20 - Police Services 4,720,452 5,305,580 585,128 11.0% 4,793,992 35 - Public Works 4,681,901 4,937,930 256,029 5.2% 2,361,218 40 - Parks & Recreation / Facilities 2,144,629 1,880,412 (264,217) (14.1%) 4,145,593 47 - Library 67,405 55,203 (12,202) (22.1%) 61,818
55 - Planning 1,036,414 1,364,157 327,743 24.0% 980,128 Total Expenditures $ 16,159,708 $ 16,982,741 $ 823,033 4.8% $ 15,622,585 *Administrative Services = (Finance / Human Resources / Information Tech / General Services / Risk Management) Other Sources/Uses
Transfer In $ 31,121 $ - $ (31,121) 100.0% $ 4,950,658
Transfer out - (51,164) (51,164) 100.0% (7,794,481)
Total Other Sources/Uses (Net) $ 31,121 $ (51,164) $ (82,285) 160.8% $ (2,843,823) Net Change in Fund Balance $ 2,794,083 $ (155,705) $ 9,563 (Revenue - Expenditures + Other Uses)
$ 18,953,791 $ 16,878,200 $ 23,426,629
SUMMARY REVENUE / EXPENDITURES - ATTACHMENT A
F.5.a
Packet Pg. 209 Attachment: Summary of General Fund Revenue and Expenditures (3740 : Preliminary Quarterly Financial Report (4th Quarter FY 2024-25)) City of Orinda
SUMMARY - General Fund* Revenue And Expenditures
(*Including Add-On Sales Tax Fund)
From 7/1/2024 Through 6/30/2025
Actual
Annual Adopted
Budget
$ Variance
Budget to Actual
Variance
% Variance
Budget to
Actual Actual
MEASURE R (FUND #106)
(Add-on Sales Tax 1 Cent Effectivte 4/1/2021)
Revenues
Taxes 3,704,749 $ 3,700,000 $ 4,749 $ -0.1% $ 3,755,002 Interest 249,158 36,000 213,158 -592.1% 116,288
Total Revenue $ 3,953,907 $ 3,736,000 $ 217,907 5.8% $ 3,871,289 Expenditures
10 - City Management $ 544,752 $ 812,390 $ 267,638 32.9% $ 480,899 12 - City Attorney - 5,000 5,000 100.0% 432
17 - Administrative Services - 4,000 4,000 100.0% -
20 - Police Services 7,340 45,000 37,660 83.7% -
35 - Public Works 2,903,121 4,737,407 1,834,286 38.7% 1,548,346 40 - Parks & Recreation / Facilities - - - 0.0% 152,580 Total Expenditures $ 3,455,213 $ 5,603,797 $ 2,148,584 38.3% $ 2,182,257 Net Change in Fund Balance $ 498,694 $ (1,867,797) $ 1,689,032 (Revenue - Expenditures + Other Uses)
COMBINING SUMMARY GENERAL FUND (Fund #100 PLUS Add on Sales Tax Fund #106) Combined Total Revenue $ 22,876,578 $ 20,614,200 $ (2,262,378) -11.0% $ 22,347,261 Combined Total Expenditures 19,614,921 22,586,538 2,971,617 13.2% 17,804,843 Other Uses Net 31,121 (82,285) (51,164) 160.8% (2,843,823) Revenue Over (Under)
Expenditures & Uses $ (2,023,502) 3,292,778 $ 1,698,595 $
SUMMARY REVENUE / EXPENDITURES - ATTACHMENT A
F.5.a
Packet Pg. 210 Attachment: Summary of General Fund Revenue and Expenditures (3740 : Preliminary Quarterly Financial Report (4th Quarter FY 2024-25)) City of Orinda
Statement of Revenues and Expenditures - Unposted Transactions Included In Report 100 - General Fund
From 7/1/2024 Through 6/30/2025
Actual
Current Year
Budget Budget to Actual
$ Variance
Budget to Actual
Percent Variance
Prior Year Actual
Revenues
Taxes
Property Tax
Property Tax 4100 7,195,638.40 7,055,000.00 140,638.40 1.99% 6,939,965.16 Documentary Transfer Tax 4102 325,926.93 200,000.00 125,926.93 62.96% 257,472.82 Property Tax in lieu of VLF 4103 2,994,559.91 2,725,000.00 269,559.91 9.89% 2,878,294.39 Property Tax - Supplemental 4116 118,589.82 30,000.00 88,589.82 295.30% 130,614.97 Total Property Tax 10,634,715.06 10,010,000.00 624,715.06 6.24% 10,206,347.34 Sales Tax
Sales Tax Revenue 4105 1,356,948.42 1,370,000.00 (13,051.58) (0.95)% 1,428,214.34 Total Sales Tax 1,356,948.42 1,370,000.00 (13,051.58) (0.95)% 1,428,214.34 Other Taxes
Transient Occupancy Tax 4106 23,030.32 20,000.00 3,030.32 15.15% 23,898.29 Franchise Taxes 4107 1,355,414.66 1,275,000.00 80,414.66 6.31% 1,329,342.12 Total Other Taxes 1,378,444.98 1,295,000.00 83,444.98 6.44% 1,353,240.41 Total Taxes 13,370,108.46 12,675,000.00 695,108.46 5.48% 12,987,802.09 Rents and Interest
Bonds to Market 4109 0.00 0.00 0.00 0.00% 556,573.02
Interest Revenue 4110 1,031,426.57 200,000.00 831,426.57 415.71% 718,217.99 Lease Agreements 4111 24,270.18 24,000.00 270.18 1.13% 23,777.34 Library Lease 4112 59,963.16 54,000.00 5,963.16 11.04% 59,642.16 Trustee Interest Revenue 4114 1,057.45 0.00 1,057.45 0.00% 1,461.61 Total Rents and Interest 1,116,717.36 278,000.00 838,717.36 301.70% 1,359,672.12 Service Fees
Park and Recreation Fees
Recreation Classes 4400 1,587,286.77 1,200,000.00 387,286.77 32.27% 1,490,444.08 Community Center Rentals 4410 338,822.88 200,000.00 138,822.88 69.41% 287,875.75 Sports Facility Rentals 4415 743,207.01 550,000.00 193,207.01 35.13% 542,936.68 Miscellaneous Recreation
Fees
4419 3,029.27 1,000.00 2,029.27 202.93% 2,715.00
Donations 4420 152.71 20,000.00 (19,847.29) (99.24)% 34,643.11 Wagner Gym Rental Fees 4481 84,629.00 60,000.00 24,629.00 41.05% 54,405.40 Sports Programs 4490 356,298.44 250,000.00 106,298.44 42.52% 378,575.96 Total Park and Recreation Fees 3,113,426.08 2,281,000.00 832,426.08 36.49% 2,791,595.98 Police
Fingerprinting Fees 4200 8,800.00 10,000.00 (1,200.00) (12.00)% 12,383.00 Impound Recovery Fees 4203 3,537.00 2,500.00 1,037.00 41.48% 2,606.00 Vehicle Court Fines 4235 22,093.28 20,000.00 2,093.28 10.47% 20,372.35 Parking Fines - Payment 4236 15,389.50 20,000.00 (4,610.50) (23.05)% 20,456.50 Total Police 49,819.78 52,500.00 (2,680.22) (5.11)% 55,817.85 Public Works
Encroachment Permits 4330 111,497.73 150,000.00 (38,502.27) (25.67)% 113,648.95 Engineering Fees 4333 14,427.25 60,000.00 (45,572.75) (75.95)% 38,318.91 Total Public Works 125,924.98 210,000.00 (84,075.02) (40.04)% 151,967.86 Planning
Building Inspection Fees 4500 688,330.28 630,000.00 58,330.28 9.26% 721,175.41 Planning Fees 4501 173,974.96 300,000.00 (126,025.04) (42.01)% 125,589.99 Construction Debris
Recycling
4502 584.00 0.00 584.00 0.00% 1,168.00
Business Registration 4504 28,622.00 28,000.00 622.00 2.22% 24,148.00 Business Reg Surcharge
(State)
4505 0.00 2,200.00 (2,200.00) (100.00)% 0.00
Total Planning 891,511.24 960,200.00 (68,688.76) (7.15)% 872,081.40 Other Service Fee
Date: 10/13/25 11:40:16 PM Page: 1
F.5.b
Packet Pg. 211 Attachment: Revenue Detail and Analysis (3740 : Preliminary Quarterly Financial Report (4th Quarter FY 2024-25)) City of Orinda
Statement of Revenues and Expenditures - Unposted Transactions Included In Report 100 - General Fund
From 7/1/2024 Through 6/30/2025
Actual
Current Year
Budget Budget to Actual
$ Variance
Budget to Actual
Percent Variance
Prior Year Actual
Project Reimbursement
Revenue
4790 115,924.17 364,000.00 (248,075.83) (68.15)% 199,769.84 Total Other Service Fee 115,924.17 364,000.00 (248,075.83) (68.15)% 199,769.84 Total Service Fees 4,296,606.25 3,867,700.00 428,906.25 11.09% 4,071,232.93 Revenue from Other Agencies
Homeowners' Relief Tax 4101 30,413.47 30,000.00 413.47 1.38% 30,782.21 Vehicle Abatement Fees 4231 26,977.22 8,000.00 18,977.22 237.22% 17,717.45 Grants - Federal 4357 42,565.20 0.00 42,565.20 0.00% 0.00 Grants -Local 4359 13,000.00 0.00 13,000.00 0.00% 0.00
Total Revenue from Other
Agencies
112,955.89 38,000.00 74,955.89 197.25% 48,499.66
Development Impact Fees
Tree Replacement Fee 4704 250.00 0.00 250.00 0.00% 0.00 Total Development Impact Fees 250.00 0.00 250.00 0.00% 0.00 Other Revenue
Miscellaneous Revenue 4190 21,195.72 19,500.00 1,695.72 8.70% 5,312.95 Miscellaneous Fees 4199 0.00 0.00 0.00 0.00% 55.00
Penalties, Late Fees 4801 4,836.50 0.00 4,836.50 0.00% 3,396.50 Total Other Revenue 26,032.22 19,500.00 6,532.22 33.50% 8,764.45 Transfers and Other Financing
Sources
Transfers from Other Funds
Transfer In 5101 31,121.02 0.00 31,121.02 0.00% 4,950,657.77 Total Transfers from Other
Funds
31,121.02 0.00 31,121.02 0.00% 4,950,657.77
Total Transfers and Other
Financing Sources
31,121.02 0.00 31,121.02 0.00% 4,950,657.77
Total Revenues 18,953,791.20 16,878,200.00 2,075,591.20 12.30% 23,426,629.02 1 Date: 10/13/25 11:40:16 PM Page: 2
F.5.b
Packet Pg. 212 Attachment: Revenue Detail and Analysis (3740 : Preliminary Quarterly Financial Report (4th Quarter FY 2024-25)) City of Orinda
Statement of Revenues and Expenditures - Unposted Transactions Included In Report 106 - Add-on Sales Tax Measure R
From 7/1/2024 Through 6/30/2025
Actual
Current Year
Budget Budget to Actual
$ Variance
Budget to Actual
Percent Variance
Prior Year Actual
Revenues
Taxes
Sales Tax
Sales Tax Revenue 4105 3,704,749.41 3,700,000.00 4,749.41 0.13% 3,755,001.72 Total Sales Tax 3,704,749.41 3,700,000.00 4,749.41 0.13% 3,755,001.72 Total Taxes 3,704,749.41 3,700,000.00 4,749.41 0.13% 3,755,001.72 Rents and Interest
Interest Revenue 4110 249,157.94 36,000.00 213,157.94 592.11% 116,287.62 Total Rents and Interest 249,157.94 36,000.00 213,157.94 592.11% 116,287.62 Total Revenues 3,953,907.35 3,736,000.00 217,907.35 5.83% 3,871,289.34 Date: 10/13/25 11:40:16 PM Page: 3
F.5.b
Packet Pg. 213 Attachment: Revenue Detail and Analysis (3740 : Preliminary Quarterly Financial Report (4th Quarter FY 2024-25)) Narrative Analysis Accompanying Attachment B
General Fund Detailed Revenue
Fiscal Year 2024-2025
Revenue Detail (Including Comparison to Prior Year) Attachment B This report provides a narrative description of the key variances in General Fund Revenue for the fiscal year 2024-25. The preceding tables provided a detailed line-item breakdown of the revenue collected compared to the Budget. As shown, nearly all the major revenue categories either exceeded the budget or were very close to the budgeted amount. This section adds an additional explanation of key variances in each category of revenue.
Taxes: Amounts collected in current fiscal year exceed the budget as well as prior fiscal year tax revenues.
Property Tax: Total Property Tax is about $429,000 higher than in the previous fiscal year and $625,000 (or 6%) over current year’s budget. This was due to increases across all types of property tax. The increased assessed values of 2% used by the County Tax Collector contributed an increase of about $256,000 over prior fiscal year and $141,000 over current year’s projections. Property tax in lieu of VLF beat the expectation by $270,000 while Supplemental Property tax exceeded the budget by $89,000, or 295%.
In addition, Documentary Transfer Tax, which can fluctuate from year to year based on the number of sales and the price of property sold and exceeded budget projections by 63%.
Sales Tax: The general sales tax revenue was less than 1% under the budget. A significant portion of the year-over-year decreases is related to a reduction in price of crude oil and a decrease in the portion of the tax allocated through the County pool.
Legislation enacted in recent years to collect taxes on out-of-state online purchases has benefited amounts allotted through the pool; nevertheless, online merchants are altering their reporting tactics, as evidenced by the placement and reporting of fulfillment centers.
Add-On Sales Tax 1 Cent (Fund 106):
Overall revenue generated from the 1 Cent Add-on Sales Tax exceeded the budget by $218,000 (or 5.8%) largely driven by interest revenue including unrealized gain on the City’s investments. Because of an anticipated softening of the retail economy, Measure R sales tax revenues dipped slightly ($51K) from the previous fiscal year but interest income more than offset this reduction.
Other Taxes (Franchises Taxes and Transient Occupancy Tax): This category is tracked a little higher than the projections and actual revenue of previous fiscal year.
Largest component is Franchise Fees (Gas, Electric, Cable, Garbage). Gas and Electric, and garbage franchise taxes were approximately $32,000 and $25,000 higher respectively compared to those in previous fiscal year. Because of the competition from streaming services, cable demand is falling, resulting in $32,000 lower cable franchise taxes than those collected during the same period last year.
F.5.b
Packet Pg. 214 Attachment: Revenue Detail and Analysis (3740 : Preliminary Quarterly Financial Report (4th Quarter FY 2024-25)) Narrative Analysis Accompanying Attachment B
General Fund Detailed Revenue
Fiscal Year 2024-2025
Transient Occupancy Tax (TOT) is collected from short-term rentals. Overall, the category remained relatively flat with the previous Fiscal Year.
Rents and Interest: Interest revenue exceeded revenue projections by close to $830,000. The preliminary reports reflect the required adjustment the City balances based on the market value of its investments. Accounting standards require an entry at year end to reflect an unrealized gain or loss based on market values. The adjustment resulted in the City recognizing an unrealized gain of $325,000 for financial reporting purposes which is included under the interest revenue.
Service Fees: Total Service Fee are slightly lower in the current fiscal year compared to the same period of the prior fiscal year.
Parks & Recreation Fees: Preliminary Park and Recreation Fee surpassed the revenue estimate by approximately $839 thousand (or 36%) and reflects the community’s continued demand for recreation services. Recreation Classes, Community Center Rental, Sport Facility Rentals and Wagner Gym Rentals are higher than those in the previous year while Sports Programs and Donations are tracking behind last year’s collection. It is important to note that this revenue is offset by additional costs necessary to provide these services, like contract instructors. The costs for these directly related services also exceeded cost projections by $284,000.
Police Fees and Fines: This category came slightly below current year’s projections primarily due to decline in parking fines. Fingerprinting and Parking Fines are tracking behind the collection in the previous year while Impound Recovery and Vehicle Court Fines are slightly ahead of revenue in prior fiscal year.
Public Works Fees: The results for the fiscal year 2024-25 fell short of revenue projection by 40%, which reflects the reduced development activity in Fiscal 2024-25 compared to historical trend information. The current year’s revenues were also less than the actual revenue for the prior year, but not by a significant amount.
Planning and Business Registration Fees: This category came 7% under budgeted revenues. Planning Fees are ahead of fees collected in the previous year while Building Inspection and Construction Debris Recycling Fees trailed behind the previous year.
The Business Registration Surcharge (State) in FY 2024-25 is accounted for in a special revenue fund instead of the General Fund due to compliance requirement.
Project Reimbursement Revenue: Project Reimbursements receipts are only about 30% of budget. It is important to note that the corresponding expenses for which the City anticipated reimbursement have not occurred either, neutralizing the financial impact of this shortfall.
Revenue from Other Agencies: The Federal Grant revenue received from FEMA as well as Local Grant Revenue received from the Orinda Park & Recreation Foundation were not anticipated when budget was adopted. Homeowner’s Relief tax is in line with the projected F.5.b
Packet Pg. 215 Attachment: Revenue Detail and Analysis (3740 : Preliminary Quarterly Financial Report (4th Quarter FY 2024-25)) Narrative Analysis Accompanying Attachment B
General Fund Detailed Revenue
Fiscal Year 2024-2025
revenue and amounts received in the previous fiscal year. However, Vehicle abatement fees came $19,000 higher than the projected revenue.
F.5.b
Packet Pg. 216 Attachment: Revenue Detail and Analysis (3740 : Preliminary Quarterly Financial Report (4th Quarter FY 2024-25))
CITY OF ORINDA
EXPENDITURE SUMMARY- GENERAL FUND*
Current Fiscal Year
(FY 2024-25)
Prior Fiscal Year
(FY 2023-24)
Actual
Jul 24-Jun 25
Budget
Adopted
Under (Over)
Budget
Actual
Jul 23-Jun 24
General Purpose General Fund (Fund #100)
Expenditures
Salaries & Benefits
Salaries & Wages $ 4,161,736 $ 4,562,298 9% $ 3,773,220 Leave/Float Holiday Payout 86,320 33,250 -160% 97,611
Standby Compensation 16,004 18,500 13% 15,791
Overtime 5,155 15,000 66% 3,240
Temporary - Other 315,199 229,600 -37% 340,561
Medicare 67,463 64,895 -4% 62,284
Unemployment Insurance - 10,000 100% 8,122
Worker's Compensation Ins 98,255 124,850 21% 104,338
Medical & Dental Insurance 559,007 640,828 13% 526,866
LTD & Life Insurance 19,014 21,983 14% 17,404
Cash In Lieu 70,332 51,577 -36% 50,700
Retiree Medical 54,162 5,000 -983% 3,493
Vehicle Allowance 7,800 6,000 -30% 6,000
Retirement Plan 687,371 690,722 0% 625,163
Subtotal - Salary & Benefits 6,147,818 6,474,503 5% 5,634,792 Contractors
Attorney - City General 241,192 353,000 32% 242,018
Attorney - City Litigation 140,872 60,000 -135% 202,438 Attorney - Billed Services 25,596 180,000 86% 77,611
Attorney - H R 9,250 5,000 -85% 10,338
Software System Support 165,012 131,200 -26% 129,377
Audit - General 38,190 40,000 5% 41,687
Contract Sheriff 3,371,596 3,589,608 6% 3,451,930
Contract Sheriff - CSO - 367,000 100% -
Contract Sheriff - Overtime 377,674 413,147 9% 462,282
Contract Sheriff - Dispatch 112,153 135,000 17% 110,088 CCC Animal Control Contract 209,928 210,000 0% 172,251
Contracts (Cost Recovery) 62,153 155,000 60% 101,159
Adult Enrichment Instructors 174,277 130,000 -34% 169,706 Program Instructors - Youth 689,510 450,000 -53% 615,724 IT/Network Consulting Services - - 0% 111
Minutes - Contractor 8,925 13,000 31% 9,360
Cleaning Services 95,369 85,000 -12% 99,636
Professional Services 285,755 446,500 36% 220,317
Volunteer Center 5,412 5,000 -8% 4,224
Graphic Design 18,642 30,000 38% 18,059
Printing Costs 22,447 33,000 32% 13,187
Guardrail Repair / Replace - 40,000 100% -
Drainage 48,941 55,000 11% 64,066
Hydrauger Cleaning 9,760 15,000 35% -
Sidewalk/curb Repair 8,209 - 0% -
Tree Trimming 43,949 80,000 45% 14,700
Landscaping 276,644 209,000 -32% 194,267
Pavement/Shoulder Repair 97,789 60,000 -63% 58,935
Striping/Marking 6,987 10,000 30% -
Maintenance Right of Way 5,146 12,000 57% 5,448
Repairs & Improvements 132,716 113,250 -17% 259,642
Total Contractors 6,684,092 7,425,705 10% 6,748,561
ATTACHMENT C - EXPENDITURES BY TYPE
F.5.c
Packet Pg. 217 Attachment: Expenditures by Type (3740 : Preliminary Quarterly Financial Report (4th Quarter FY 2024-25)) Current Fiscal Year
(FY 2024-25)
Prior Fiscal Year
(FY 2023-24)
Actual
Jul 24-Jun 25
Budget
Adopted
Under (Over)
Budget
Actual
Jul 23-Jun 24
Materials & Supplies
Permit Fees 5,347 5,000 -7% 5,472
Supplies - Office 25,024 14,350 -74% 64,704
Supplies - General 222,753 183,750 -21% 219,892
Postage 13,995 10,750 -30% 13,797
Maintenance - Office Equip - - 0% 33
Maintenance - Other Equip 4,076 3,400 -20% 157
Maintenance - Copier 5,109 7,300 30% 8,184
Maintenance - Building 84,063 121,000 31% 175,585
Maintenance - Fields 54,117 30,000 -80% 90,425
Telephone Service 580 800 28% 241
Utilities - Gas 20,458 23,000 11% 22,020
Utilities - Electric 206,388 195,000 -6% 235,689
Utilities - Water 124,495 114,500 -9% 146,939
Utilities - Sewer 20,201 9,425 -114% 15,733
Utilities - Garbage -Landfill 1,034 - 0% 23
Taxes/Assessments 74,527 2,000 -3626% 47,181
Cellular Service 24,691 24,800 0% 27,265
Total Materials & Supplies 886,858 745,075 -19% 1,073,338 Special Department Expense
Construction Costs - - 0% 5,700
Street Sweeping (16,500) - 0% (16,500)
Administrative Fees 164,990 143,500 -15% 148,075
Insurance - Property 3,636 3,478 -5% 3,523
Election Costs 35,279 30,000 -18% -
Off-Site Storage 8,359 8,000 -4% 6,879
Code/Legal Updates 5 3,000 100% -
Legal Notices 5,825 59,000 90% 8,606
Payroll/Benefit Fees 3,464 3,000 -15% 2,638
Communication 1,660 4,500 63% 650
Recruitment Expenses 16,418 28,000 41% 60,203
Investigation Costs 56,160 45,000 -25% 48,292
Traffic Control Signs 16,943 12,000 -41% 12,235
Main Street Lights - - 0% 135
Street Name Signs 2,337 1,500 -56% 626
Uniforms/Equipment 93,012 73,900 -26% 98,839
Referees/Clinics 28,997 25,000 -16% 29,510
Publicity / Promotion 8,894 500 -1679% 14
Teen Activities 144 - 0% -
Miscellaneous 11,427 - 0% -
Rental - Equipment 55,938 16,000 -250% 23,810
Rental - Transportation 10,780 12,000 10% 15,604
Rental - Facilities 20,903 43,000 51% 23,654
Memberships 52,574 52,000 -1% 48,838
Training & Conferences 42,741 28,000 -53% 23,300
Mayor's Conference Host - 7,500 100% -
Council Expenses 13,268 12,000 -11% 8,812
Meetings 1,227 1,150 -7% -
Interest - City Hall (COP) 190,344 190,344 0% 204,919
Principal - City Hall (COP) 370,000 370,000 0% 355,000
Indirect Cost Alloc-Fleet 136,870 136,870 0% 132,910
Indirect Cost Alloc-Bldg Svcs 140,950 140,950 0% 129,900 Indirect Cost Allocation-IT 284,646 284,646 0% 204,204
Indirect Cost Allocation-Ins. 375,520 375,520 0% 362,697
ATTACHMENT C - EXPENDITURES BY TYPE
F.5.c
Packet Pg. 218 Attachment: Expenditures by Type (3740 : Preliminary Quarterly Financial Report (4th Quarter FY 2024-25)) Current Fiscal Year
(FY 2024-25)
Prior Fiscal Year
(FY 2023-24)
Actual
Jul 24-Jun 25
Budget
Adopted
Under (Over)
Budget
Actual
Jul 23-Jun 24
FF&E (Less than $5,000) 54,732 20,000 -174% 19,866
FF&E (More than $5,000) - - 0% 7,629
Total Special Department Expenses 2,191,543 2,130,358 -3% 1,970,567 Vehicle Expenses
Maintenance - Vehicle 119,731 87,300 -37% 66,563
Gasoline 127,388 117,200 -9% 126,258
Mileage 2,277 2,600 12% 2,506
Total Vehicle Expenses 249,396 207,100 -20% 195,328
Transfers/Other Uses-General Fund
Transfers Out - - 0% 1,683,593
Transfers Out (LLD) - 51,164 100% -
Transfers Out -Other - - 0% 6,110,888
Total Transfers - 51,164 100% 7,794,481
TOTAL GENERAL FUND
(General Purpose) 16,159,708 17,033,905 5% 23,417,066
Add-On Sales Tax Expenditures - Measure R (Fund #106)
Salaries & Benefits 272,673 269,935 -1% 255,367
Contractors 980,133 1,473,777 33% 401,330
Materials & Supplies 45,566 32,000 -42% 30,360
Special Dept Expenses 2,133,646 3,816,735 44% 1,473,239 Vehicle Expense 23,196 11,350 -104% 21,962
Total Add-On Sales Tax Expenses 3,455,213 5,603,797 38% 2,182,257
GRAND TOTAL GENERAL FUND
(General purpose + add-on sales tax) 19,614,921 22,637,702 13% 25,599,324 106 - Add-on Sales Tax Measure R
Project Expenditures
Current Year ActualJul 24-Mar 25Total Budget -
Adopted
Under (Over)
Budget
Prior Year Actual
Jul 23-Mar 24
Expenditures
Canon SDRepair 1765-1766 &1775 $ 300,000 62,448 $ 79% $ - Ranch SD Rep PL1074,1089, 1809 200,000 62,448 69% -
Brooks SD Repair PL751, PL867 200,000 62,448 69% -
Annual Street Rehab 2023 - - 0% 1,297,656
Mitigation - Brookwd Rd ROW 98,500 - 100% 845
San Pablo Creek Culvert Repair 2,598,677 2,184,259 16% 108,731 Redflag Parking Sign Phase II 10,000 - 100% 164,146
2024 Annual StormDrain Rep(B) 315,000 - 100% -
2025 Annual StormDrain Rep(B) 35,000 - 100% -
Moraga Way Widening/Path Study - 9,479 - -
Total Expenditures 2,381,083 3,757,177 36.63% 1,571,378
ATTACHMENT C - EXPENDITURES BY TYPE
F.5.c
Packet Pg. 219 Attachment: Expenditures by Type (3740 : Preliminary Quarterly Financial Report (4th Quarter FY 2024-25)) City of Orinda
Statement of Revenues and Expenditures - Unposted Transactions Included In Report 100 - General Fund
0 - No department
From 7/1/2024 Through 6/30/2025
Actual
Current Year
Budget
Current Year
Budget to Actual
$ Variance
Budget to Actual
Percent Variance
Prior Year Actual
Expenditures
Benefits
Unemployment Ins 0.00 10,000.00 10,000.00 100.00% 8,122.00 Medical & Dental Insurance 1,322.64 0.00 (1,322.64) 0.00% 813.12 Retiree-Med City Portion 0.00 5,000.00 5,000.00 100.00% 3,209.51 Total Benefits 1,322.64 15,000.00 13,677.36 91.18% 12,144.63 Contractors
Professional Services 210.00 0.00 (210.00) 0.00% 0.00
Total Contractors 210.00 0.00 (210.00) 0.00% 0.00
Materials & Supplies
Taxes/Assessments 72,875.42 0.00 (72,875.42) 0.00% 45,580.67 Total Materials & Supplies 72,875.42 0.00 (72,875.42) 0.00% 45,580.67 Special Department Expenses
Administrative Fees 49,007.00 0.00 (49,007.00) 0.00% 45,898.00 Legal Notices 0.00 45,000.00 45,000.00 100.00% 0.00
Interest Expense 190,343.76 190,344.00 0.24 0.00% 204,918.76 Principal Payment 370,000.00 370,000.00 0.00 0.00% 355,000.00 Total Special Department Expenses 609,350.76 605,344.00 (4,006.76) (0.66)% 605,816.76 Transfers to Other Funds
Transfer to Internal Svc Funds 0.00 0.00 0.00 0.00% 1,683,593.00 Transfer Out To LLD Districts 0.00 51,164.00 51,164.00 100.00% 0.00 Transfer Out to Cap Proj Fd 0.00 0.00 0.00 0.00% 6,110,888.00 Total Transfers to Other Funds 0.00 51,164.00 51,164.00 100.00% 7,794,481.00 Total Expenditures 683,758.82 671,508.00 (12,250.82) (1.82)% 8,458,023.06 Date: 10/13/25 11:53:16 PM Page: 1
F.5.d
Packet Pg. 220 Attachment: Expenditure Detail by Department (3740 : Preliminary Quarterly Financial Report (4th Quarter FY 2024-25)) City of Orinda
Statement of Revenues and Expenditures - Unposted Transactions Included In Report 100 - General Fund
10 - City Management
From 7/1/2024 Through 6/30/2025
Actual
Current Year
Budget
Current Year
Budget to Actual
$ Variance
Budget to Actual
Percent Variance
Prior Year Actual
Expenditures
Personnel Services
Salaries
Salaries & Wages 297,062.24 320,544.00 23,481.76 7.33% 291,052.02 Leave/Float Holiday Payout 38,683.07 0.00 (38,683.07) 0.00% 0.00 Total Salaries 335,745.31 320,544.00 (15,201.31) (4.74)% 291,052.02 Temporary Salaries
Temporary - Other 0.00 0.00 0.00 0.00% 1,280.00
Total Temporary Salaries 0.00 0.00 0.00 0.00% 1,280.00
Total Personnel Services 335,745.31 320,544.00 (15,201.31) (4.74)% 292,332.02 Benefits
Medicare 5,043.43 4,751.00 (292.43) (6.16)% 4,298.72
Worker's Compensation Ins 7,476.00 9,500.00 2,024.00 21.31% 7,211.00 Medical & Dental Insurance 6,575.79 25,062.00 18,486.21 73.76% 24,196.90 LTD & Life Insurance 856.64 964.00 107.36 11.14% 845.94 Cash In Lieu Med. Ins. 5,414.22 1,142.00 (4,272.22) (374.10)% 1,139.76 Vehicle Allowance 7,800.00 6,000.00 (1,800.00) (30.00)% 6,000.00 Retirement Plan 54,585.36 51,470.00 (3,115.36) (6.05)% 46,734.55 Total Benefits 87,751.44 98,889.00 11,137.56 11.26% 90,426.87 Contractors
System/Software Support 608.72 0.00 (608.72) 0.00% 0.00 Professional Services 99,040.66 93,000.00 (6,040.66) (6.50)% 16,204.73 Volunteer Center 5,412.00 5,000.00 (412.00) (8.24)% 4,223.85 Printing Costs 0.00 3,000.00 3,000.00 100.00% 0.00
Total Contractors 105,061.38 101,000.00 (4,061.38) (4.02)% 20,428.58 Materials & Supplies
Supplies - Office 4,418.15 100.00 (4,318.15) (4,318.15)% 40.57 Supplies - General 7,668.17 2,650.00 (5,018.17) (189.36)% 3,790.75 Postage 243.24 550.00 306.76 55.77% 579.00
Maintenance - Copier 535.39 300.00 (235.39) (78.46)% 423.98 Cellular Service 366.17 500.00 133.83 26.77% 373.67
Total Materials & Supplies 13,231.12 4,100.00 (9,131.12) (222.71)% 5,207.97 Special Department Expenses
Payroll/Benefit Fees 535.50 0.00 (535.50) 0.00% 214.20
Communication 1,660.00 4,500.00 2,840.00 63.11% 650.00
Publicity / Promotion 8,800.42 0.00 (8,800.42) 0.00% 14.48 Membership & Subscriptions 22,086.82 25,000.00 2,913.18 11.65% 18,792.41 Training & Conferences 14,675.17 5,000.00 (9,675.17) (193.50)% 7,302.17 Mayor's Conference - Host 0.00 7,500.00 7,500.00 100.00% 0.00 Council Expenses 13,267.90 12,000.00 (1,267.90) (10.57)% 8,812.44 Meetings 908.70 150.00 (758.70) (505.80)% 0.00
Indirect Cost - Bldg Svcs 4,595.00 4,595.00 0.00 0.00% 4,250.00 Indirect Cost - Info Tech 10,356.00 10,356.00 0.00 0.00% 5,544.00 Indirect Cost Alloc-Insur 25,952.00 25,952.00 0.00 0.00% 25,066.00 Total Special Department Expenses 102,837.51 95,053.00 (7,784.51) (8.19)% 70,645.70 Vehicle Expenses
Mileage 0.00 0.00 0.00 0.00% (11.16)
Total Vehicle Expenses 0.00 0.00 0.00 0.00% (11.16)
Total Expenditures 644,626.76 619,586.00 (25,040.76) (4.04)% 479,029.98 Date: 10/13/25 11:53:16 PM Page: 2
F.5.d
Packet Pg. 221 Attachment: Expenditure Detail by Department (3740 : Preliminary Quarterly Financial Report (4th Quarter FY 2024-25)) City of Orinda
Statement of Revenues and Expenditures - Unposted Transactions Included In Report 100 - General Fund
12 - City Attorney
From 7/1/2024 Through 6/30/2025
Actual
Current Year
Budget
Current Year
Budget to Actual
$ Variance
Budget to Actual
Percent Variance
Prior Year Actual
Expenditures
Contractors
Attorney - City General 241,192.26 353,000.00 111,807.74 31.67% 242,017.54 Attorney - City Litigation 140,871.88 60,000.00 (80,871.88) (134.79)% 202,437.51 Attorney - Billed Services 25,595.53 180,000.00 154,404.47 85.78% 77,610.80 Attorney-Human Resources 9,250.00 5,000.00 (4,250.00) (85.00)% 10,338.00 Professional Services 0.00 0.00 0.00 0.00% 510.00
Total Contractors 416,909.67 598,000.00 181,090.33 30.28% 532,913.85 Total Expenditures 416,909.67 598,000.00 181,090.33 30.28% 532,913.85 Date: 10/13/25 11:53:16 PM Page: 3
F.5.d
Packet Pg. 222 Attachment: Expenditure Detail by Department (3740 : Preliminary Quarterly Financial Report (4th Quarter FY 2024-25)) City of Orinda
Statement of Revenues and Expenditures - Unposted Transactions Included In Report 100 - General Fund
15 - City Clerk
From 7/1/2024 Through 6/30/2025
Actual
Current Year
Budget
Current Year
Budget to Actual
$ Variance
Budget to Actual
Percent Variance
Prior Year Actual
Expenditures
Personnel Services
Salaries
Salaries & Wages 244,266.08 212,315.00 (31,951.08) (15.05)% 221,633.21 Leave/Float Holiday Payout 12,328.61 0.00 (12,328.61) 0.00% 0.00 Total Salaries 256,594.69 212,315.00 (44,279.69) (20.86)% 221,633.21 Temporary Salaries
Temporary - Other 604.08 0.00 (604.08) 0.00% 0.00
Total Temporary Salaries 604.08 0.00 (604.08) 0.00% 0.00 Total Personnel Services 257,198.77 212,315.00 (44,883.77) (21.14)% 221,633.21 Benefits
Medicare 3,934.02 3,255.00 (679.02) (20.86)% 3,422.07
Worker's Compensation Ins 4,722.00 6,000.00 1,278.00 21.30% 4,474.00 Medical & Dental Insurance 1,858.22 2,400.00 541.78 22.57% 2,345.28 LTD & Life Insurance 1,057.16 1,188.00 130.84 11.01% 1,022.04 Cash In Lieu Med. Ins. 10,448.68 11,398.00 949.32 8.33% 11,398.56 Retirement Plan 42,598.21 35,794.00 (6,804.21) (19.01)% 36,774.95 Total Benefits 64,618.29 60,035.00 (4,583.29) (7.63)% 59,436.90 Contractors
System/Software Support 45,107.40 13,500.00 (31,607.40) (234.13)% 37,127.23 IT/Network Consulting Services 0.00 0.00 0.00 0.00% 110.88 Minutes - Contractor 8,925.00 13,000.00 4,075.00 31.35% 9,360.00 Professional Services 680.00 0.00 (680.00) 0.00% 148.11 Total Contractors 54,712.40 26,500.00 (28,212.40) (106.46)% 46,746.22 Materials & Supplies
Supplies - Office 34.09 200.00 165.91 82.95% 0.00
Supplies - General 1,102.37 800.00 (302.37) (37.80)% 929.13 Postage 278.84 500.00 221.16 44.23% 672.55
Maintenance - Copier 577.62 1,000.00 422.38 42.24% 992.75 Cellular Service 324.43 600.00 275.57 45.93% 365.77
Total Materials & Supplies 2,317.35 3,100.00 782.65 25.25% 2,960.20 Special Department Expenses
Election Costs 35,279.28 30,000.00 (5,279.28) (17.60)% 0.00 Off-Site Storage 8,359.37 8,000.00 (359.37) (4.49)% 6,878.62 Code/Legal Updates 4.50 3,000.00 2,995.50 99.85% 0.00
Legal Notices 4,487.25 6,500.00 2,012.75 30.97% 256.68
Publicity / Promotion 0.00 500.00 500.00 100.00% 0.00
Rental - Equipment 97.50 0.00 (97.50) 0.00% 0.00
Membership & Subscriptions 195.00 1,200.00 1,005.00 83.75% 535.00 Training & Conferences 3,264.25 1,000.00 (2,264.25) (226.43)% 2,416.01 Indirect Cost - Bldg Svcs 4,550.00 4,550.00 0.00 0.00% 4,180.00 Indirect Cost - Info Tech 12,460.00 12,460.00 0.00 0.00% 9,240.00 Indirect Cost Alloc-Insur 16,101.00 16,101.00 0.00 0.00% 15,551.00 Total Special Department Expenses 84,798.15 83,311.00 (1,487.15) (1.79)% 39,057.31 Total Expenditures 463,644.96 385,261.00 (78,383.96) (20.35)% 369,833.84 Date: 10/13/25 11:53:16 PM Page: 4
F.5.d
Packet Pg. 223 Attachment: Expenditure Detail by Department (3740 : Preliminary Quarterly Financial Report (4th Quarter FY 2024-25)) City of Orinda
Statement of Revenues and Expenditures - Unposted Transactions Included In Report 100 - General Fund
17 - Administrative Services
From 7/1/2024 Through 6/30/2025
Actual
Current Year
Budget
Current Year
Budget to Actual
$ Variance
Budget to Actual
Percent Variance
Prior Year Actual
Expenditures
Personnel Services
Salaries
Salaries & Wages 694,463.78 685,084.00 (9,379.78) (1.37)% 636,781.37 Leave/Float Holiday Payout 0.00 3,000.00 3,000.00 100.00% 29,155.74 Total Salaries 694,463.78 688,084.00 (6,379.78) (0.93)% 665,937.11 Temporary Salaries
Temporary - Other 45,137.91 0.00 (45,137.91) 0.00% 40,170.00 Total Temporary Salaries 45,137.91 0.00 (45,137.91) 0.00% 40,170.00 Total Personnel Services 739,601.69 688,084.00 (51,517.69) (7.49)% 706,107.11 Benefits
Medicare 10,543.15 9,894.00 (649.15) (6.56)% 10,063.60
Worker's Compensation Ins 15,740.00 20,000.00 4,260.00 21.30% 14,328.00 Medical & Dental Insurance 123,979.02 118,899.00 (5,080.02) (4.27)% 109,647.88 LTD & Life Insurance 2,954.40 3,468.00 513.60 14.81% 2,708.70 Retiree-Med City Portion 50,000.00 0.00 (50,000.00) 0.00% 283.61 Retirement Plan 112,535.98 108,941.00 (3,594.98) (3.30)% 108,049.43 Total Benefits 315,752.55 261,202.00 (54,550.55) (20.88)% 245,081.22 Contractors
System/Software Support 4,078.00 8,500.00 4,422.00 52.02% 3,989.95 Audit - General 38,189.50 40,000.00 1,810.50 4.53% 41,686.75 Professional Services 50,574.36 54,000.00 3,425.64 6.34% 68,447.44 Total Contractors 92,841.86 102,500.00 9,658.14 9.42% 114,124.14 Materials & Supplies
Supplies - Office 1,177.79 4,500.00 3,322.21 73.83% 3,938.78 Supplies - General 8,827.16 8,500.00 (327.16) (3.85)% 9,995.08 Postage 8,489.72 5,000.00 (3,489.72) (69.79)% 3,602.56
Maintenance - Copier 1,070.77 1,000.00 (70.77) (7.08)% 847.90 Utilities - Gas 35.03 0.00 (35.03) 0.00% 0.00
Cellular Service 773.53 1,000.00 226.47 22.65% 365.77
Total Materials & Supplies 20,374.00 20,000.00 (374.00) (1.87)% 18,750.09 Special Department Expenses
Administrative Fees 6,277.87 20,000.00 13,722.13 68.61% 6,271.81 Payroll/Benefit Fees 2,928.91 3,000.00 71.09 2.37% 2,424.17 Recruitment Expenses 16,417.88 28,000.00 11,582.12 41.36% 60,202.95 Miscellaneous 11,426.86 0.00 (11,426.86) 0.00% 0.00
Membership & Subscriptions 2,309.00 1,800.00 (509.00) (28.28)% 2,014.00 Training & Conferences 3,284.70 3,000.00 (284.70) (9.49)% 1,619.32 Indirect Cost - Bldg Svcs 5,159.00 5,159.00 0.00 0.00% 4,820.00 Indirect Cost - Info Tech 31,950.00 31,950.00 0.00 0.00% 23,100.00 Indirect Cost Alloc-Insur 51,573.00 51,573.00 0.00 0.00% 49,812.00 Total Special Department Expenses 131,327.22 144,482.00 13,154.78 9.10% 150,264.25 Vehicle Expenses
Mileage 69.64 0.00 (69.64) 0.00% 190.64
Total Vehicle Expenses 69.64 0.00 (69.64) 0.00% 190.64
Total Expenditures 1,299,966.96 1,216,268.00 (83,698.96) (6.88)% 1,234,517.45 Date: 10/13/25 11:53:16 PM Page: 5
F.5.d
Packet Pg. 224 Attachment: Expenditure Detail by Department (3740 : Preliminary Quarterly Financial Report (4th Quarter FY 2024-25)) City of Orinda
Statement of Revenues and Expenditures - Unposted Transactions Included In Report 100 - General Fund
20 - Police Services
From 7/1/2024 Through 6/30/2025
Actual
Current Year
Budget
Current Year
Budget to Actual
$ Variance
Budget to Actual
Percent Variance
Prior Year Actual
Expenditures
Personnel Services
Salaries
Salaries & Wages 51,940.89 74,767.00 22,826.11 30.53% 70,108.50 Leave/Float Holiday Payout 10,572.28 0.00 (10,572.28) 0.00% 0.00 Total Salaries 62,513.17 74,767.00 12,253.83 16.39% 70,108.50 Temporary Salaries
Temporary - Other 16,436.46 28,000.00 11,563.54 41.30% 15,851.00 Total Temporary Salaries 16,436.46 28,000.00 11,563.54 41.30% 15,851.00 Total Personnel Services 78,949.63 102,767.00 23,817.37 23.18% 85,959.50 Benefits
Medicare 1,081.92 1,573.00 491.08 31.22% 1,362.60
Worker's Compensation Ins 2,715.00 3,450.00 735.00 21.30% 2,868.00 Medical & Dental Insurance 1,040.09 1,626.00 585.91 36.03% 1,626.24 LTD & Life Insurance 257.16 459.00 201.84 43.97% 367.56 Cash In Lieu Med. Ins. 3,744.81 5,699.00 1,954.19 34.29% 5,699.28 Retirement Plan 9,035.60 12,874.00 3,838.40 29.82% 12,129.31 Total Benefits 17,874.58 25,681.00 7,806.42 30.40% 24,052.99 Contractors
System/Software Support 73,313.79 60,000.00 (13,313.79) (22.19)% 50,866.13 Contract Sheriff 3,371,595.97 3,589,608.00 218,012.03 6.07% 3,451,929.77 Contract Sheriff - CSO 0.00 367,000.00 367,000.00 100.00% 0.00 Contract Sheriff - Overtime 377,674.30 413,147.00 35,472.70 8.59% 462,282.45 County Sheriff - Dispatch 112,152.62 135,000.00 22,847.38 16.92% 110,087.68 CCC Animal Control Contract 209,928.00 210,000.00 72.00 0.03% 172,251.00 Total Contractors 4,144,664.68 4,774,755.00 630,090.32 13.20% 4,247,417.03 Materials & Supplies
Supplies - Office 4,031.78 1,500.00 (2,531.78) (168.79)% 49,739.18 Supplies - General 12,064.56 10,700.00 (1,364.56) (12.75)% 5,687.95 Postage 253.93 350.00 96.07 27.45% 653.73
Maintenance - Other Equipment 4,075.50 3,400.00 (675.50) (19.87)% 156.95 Maintenance - Copier 591.52 500.00 (91.52) (18.30)% 2,524.50 Cellular Service 10,945.16 11,000.00 54.84 0.50% 13,467.57 Total Materials & Supplies 31,962.45 27,450.00 (4,512.45) (16.44)% 72,229.88 Special Department Expenses
Administrative Fees 14,432.21 15,500.00 1,067.79 6.89% 17,044.42 Investigation Costs 56,159.65 45,000.00 (11,159.65) (24.80)% 48,292.12 Uniforms 17,029.46 4,300.00 (12,729.46) (296.03)% 17,633.20 Membership & Subscriptions 10,087.85 5,500.00 (4,587.85) (83.42)% 10,078.20 Training & Conferences 11,132.46 5,000.00 (6,132.46) (122.65)% 2,747.17 Indirect Cost - Fleet 93,850.00 93,850.00 0.00 0.00% 91,130.00 Indirect Cost - Bldg Svcs 16,777.00 16,777.00 0.00 0.00% 15,370.00 Indirect Cost - Info Tech 38,180.00 38,180.00 0.00 0.00% 27,720.00 Indirect Cost Alloc-Insur 10,320.00 10,320.00 0.00 0.00% 9,967.00 FF&E (less than $5,000) 15,000.00 20,000.00 5,000.00 25.00% 0.00 Total Special Department Expenses 282,968.63 254,427.00 (28,541.63) (11.22)% 239,982.11 Vehicle Expenses
Maintenance - Vehicle 77,305.83 43,000.00 (34,305.83) (79.78)% 43,528.68 Gasoline 86,726.59 77,500.00 (9,226.59) (11.91)% 80,821.68 Total Vehicle Expenses 164,032.42 120,500.00 (43,532.42) (36.13)% 124,350.36 Total Expenditures 4,720,452.39 5,305,580.00 585,127.61 11.03% 4,793,991.87 Date: 10/13/25 11:53:16 PM Page: 6
F.5.d
Packet Pg. 225 Attachment: Expenditure Detail by Department (3740 : Preliminary Quarterly Financial Report (4th Quarter FY 2024-25)) City of Orinda
Statement of Revenues and Expenditures - Unposted Transactions Included In Report 100 - General Fund
35 - Public Works
From 7/1/2024 Through 6/30/2025
Actual
Current Year
Budget
Current Year
Budget to Actual
$ Variance
Budget to Actual
Percent Variance
Prior Year Actual
Expenditures
Personnel Services
Salaries
Salaries & Wages 1,816,272.99 2,048,661.00 232,388.01 11.34% 1,184,399.68 Leave/Float Holiday Payout 13,358.32 18,750.00 5,391.68 28.76% 6,526.04 Total Salaries 1,829,631.31 2,067,411.00 237,779.69 11.50% 1,190,925.72 Temporary Salaries
Temporary - Other 102,147.00 80,800.00 (21,347.00) (26.42)% 34,169.50 Total Temporary Salaries 102,147.00 80,800.00 (21,347.00) (26.42)% 34,169.50 Overtime
Standby Compensation 16,003.50 18,500.00 2,496.50 13.49% 15,790.50 Overtime 2,956.83 12,000.00 9,043.17 75.36% 2,330.44
Total Overtime 18,960.33 30,500.00 11,539.67 37.83% 18,120.94 Total Personnel Services 1,950,738.64 2,178,711.00 227,972.36 10.46% 1,243,216.16 Benefits
Medicare 28,886.92 28,227.00 (659.92) (2.34)% 18,547.30 Worker's Compensation Ins 40,057.00 50,900.00 10,843.00 21.30% 27,294.00 Medical & Dental Insurance 296,523.88 320,708.00 24,184.12 7.54% 151,682.30 LTD & Life Insurance 8,640.82 10,230.00 1,589.18 15.53% 5,511.10 Cash In Lieu Med. Ins. 27,784.42 25,075.00 (2,709.42) (10.81)% 20,992.56 Retirement Plan 295,276.70 310,957.00 15,680.30 5.04% 192,111.90 Total Benefits 697,169.74 746,097.00 48,927.26 6.56% 416,139.16 Contractors
System/Software Support 6,008.42 12,200.00 6,191.58 50.75% 2,495.00 Contracts (Cost Recovery) 62,152.65 120,000.00 57,847.35 48.21% 100,471.77 Cleaning Services 89,769.63 79,500.00 (10,269.63) (12.92)% 0.00 Professional Services 94,919.18 157,000.00 62,080.82 39.54% 93,370.73 Guardrail Repair / Replace 0.00 40,000.00 40,000.00 100.00% 0.00 Drainage 48,941.02 55,000.00 6,058.98 11.02% 64,066.28
Hydrauger Cleaning 9,760.00 15,000.00 5,240.00 34.93% 0.00 Sidewalk/curb Repair 8,209.00 0.00 (8,209.00) 0.00% 0.00 Tree Trimming - Clearing 43,949.20 80,000.00 36,050.80 45.06% 7,150.00 Landscaping 276,644.10 209,000.00 (67,644.10) (32.37)% 0.00 Pavement/Shoulder Repair 97,788.89 60,000.00 (37,788.89) (62.98)% 58,935.00 Striping/Marking 6,987.00 10,000.00 3,013.00 30.13% 0.00 Maintenance - Right-of-way 5,145.95 12,000.00 6,854.05 57.12% 5,448.24 Repairs & Improvements 122,907.57 105,000.00 (17,907.57) (17.05)% 0.00 Total Contractors 873,182.61 954,700.00 81,517.39 8.54% 331,937.02 Materials & Supplies
Permit Fees 5,346.56 5,000.00 (346.56) (6.93)% 5,472.05 Supplies - Office 8,860.34 2,500.00 (6,360.34) (254.41)% 4,290.62 Supplies - General 147,478.28 125,500.00 (21,978.28) (17.51)% 31,539.97 Postage 791.94 1,000.00 208.06 20.81% 1,212.66
Maintenance - Copier 484.01 1,500.00 1,015.99 67.73% 934.68 Maintenance - Building 76,322.25 113,000.00 36,677.75 32.46% 0.00 Maintenance - Fields 51,292.21 30,000.00 (21,292.21) (70.97)% 0.00 Telephone 308.67 0.00 (308.67) 0.00% 0.00
Utilities - Gas 14,187.00 15,000.00 813.00 5.42% 0.00
Utilities - Electric 188,279.06 180,000.00 (8,279.06) (4.60)% 33,258.62 Utilities - Water 121,667.61 110,500.00 (11,167.61) (10.11)% 1,821.08 Utilities - Sewer 9,051.38 8,000.00 (1,051.38) (13.14)% 0.00 Utilities - Garbage -Landfill 1,033.50 0.00 (1,033.50) 0.00% 22.80 Taxes/Assessments 1,651.98 2,000.00 348.02 17.40% 0.00
Date: 10/13/25 11:53:16 PM Page: 7
F.5.d
Packet Pg. 226 Attachment: Expenditure Detail by Department (3740 : Preliminary Quarterly Financial Report (4th Quarter FY 2024-25)) City of Orinda
Statement of Revenues and Expenditures - Unposted Transactions Included In Report 100 - General Fund
35 - Public Works
From 7/1/2024 Through 6/30/2025
Actual
Current Year
Budget
Current Year
Budget to Actual
$ Variance
Budget to Actual
Percent Variance
Prior Year Actual
Cellular Service 4,182.15 5,000.00 817.85 16.36% 4,392.28 Total Materials & Supplies 630,936.94 599,000.00 (31,936.94) (5.33)% 82,944.76 Special Department Expenses
Construction Costs 0.00 0.00 0.00 0.00% 5,700.00
Street Sweeping (16,500.00) 0.00 16,500.00 0.00% (16,500.00) Legal Notices 52.50 0.00 (52.50) 0.00% 1,328.04
Traffic Control Signs 16,943.37 12,000.00 (4,943.37) (41.19)% 12,234.70 Street Name Signs 2,336.50 1,500.00 (836.50) (55.77)% 625.76 Uniforms 15,755.47 9,600.00 (6,155.47) (64.12)% 6,301.33 Rental - Equipment 50,878.53 16,000.00 (34,878.53) (217.99)% 9,964.71 Rental - Transportation 2,390.14 0.00 (2,390.14) 0.00% 0.00 Rental - Rooms/Fields/Pool/Gym 12,566.00 15,000.00 2,434.00 16.23% 0.00 Membership & Subscriptions 13,361.53 9,000.00 (4,361.53) (48.46)% 9,704.56 Training & Conferences 3,608.60 4,000.00 391.40 9.79% 1,684.23 Indirect Cost - Fleet 39,150.00 39,150.00 0.00 0.00% 31,450.00 Indirect Cost - Bldg Svcs 27,196.00 27,196.00 0.00 0.00% 15,700.00 Indirect Cost - Info Tech 63,900.00 63,900.00 0.00 0.00% 46,200.00 Indirect Cost Alloc-Insur 178,076.00 178,076.00 0.00 0.00% 94,879.00 FF&E (less than $5,000) 39,731.68 0.00 (39,731.68) 0.00% 3,731.50 Total Special Department Expenses 449,446.32 375,422.00 (74,024.32) (19.72)% 223,003.83 Vehicle Expenses
Maintenance - Vehicle 41,655.49 44,000.00 2,344.51 5.33% 21,301.63 Gasoline 36,733.68 37,500.00 766.32 2.04% 40,348.46
Mileage 2,037.20 2,500.00 462.80 18.51% 2,326.88
Total Vehicle Expenses 80,426.37 84,000.00 3,573.63 4.25% 63,976.97 Total Expenditures 4,681,900.62 4,937,930.00 256,029.38 5.18% 2,361,217.90 Date: 10/13/25 11:53:16 PM Page: 8
F.5.d
Packet Pg. 227 Attachment: Expenditure Detail by Department (3740 : Preliminary Quarterly Financial Report (4th Quarter FY 2024-25)) City of Orinda
Statement of Revenues and Expenditures - Unposted Transactions Included In Report 100 - General Fund
40 - Parks & Recreation
From 7/1/2024 Through 6/30/2025
Actual
Current Year
Budget
Current Year
Budget to Actual
$ Variance
Budget to Actual
Percent Variance
Prior Year Actual
Expenditures
Personnel Services
Salaries
Salaries & Wages 438,677.58 459,214.00 20,536.42 4.47% 859,511.56 Leave/Float Holiday Payout 8,520.12 3,500.00 (5,020.12) (143.43)% 6,576.00 Total Salaries 447,197.70 462,714.00 15,516.30 3.35% 866,087.56 Temporary Salaries
Temporary - Other 123,035.13 100,000.00 (23,035.13) (23.04)% 190,997.49 Total Temporary Salaries 123,035.13 100,000.00 (23,035.13) (23.04)% 190,997.49 Overtime
Overtime 247.50 0.00 (247.50) 0.00% 30.00
Total Overtime 247.50 0.00 (247.50) 0.00% 30.00
Total Personnel Services 570,480.33 562,714.00 (7,766.33) (1.38)% 1,057,115.05 Benefits
Medicare 8,325.02 6,778.00 (1,547.02) (22.82)% 15,421.47 Worker's Compensation Ins 11,805.00 15,000.00 3,195.00 21.30% 33,694.00 Medical & Dental Insurance 67,702.81 108,483.00 40,780.19 37.59% 171,911.04 LTD & Life Insurance 2,242.69 2,446.00 203.31 8.31% 4,325.82 Cash In Lieu Med. Ins. 8,762.60 2,564.00 (6,198.60) (241.76)% 9,261.33 Retiree-Med City Portion 4,161.55 0.00 (4,161.55) 0.00% 0.00 Retirement Plan 72,882.79 74,572.00 1,689.21 2.27% 139,649.70 Total Benefits 175,882.46 209,843.00 33,960.54 16.18% 374,263.36 Contractors
System/Software Support 28,462.50 24,000.00 (4,462.50) (18.59)% 28,350.00 Adult Enrichment Instructors 174,277.13 130,000.00 (44,277.13) (34.06)% 169,705.97 Program Instructors -Youth 689,510.08 450,000.00 (239,510.08) (53.22)% 615,724.35 Cleaning Services 0.00 0.00 0.00 0.00% 93,591.13
Professional Services 32,816.04 35,000.00 2,183.96 6.24% 27,104.03 Graphic Design 18,641.55 30,000.00 11,358.45 37.86% 18,059.19 Printing Costs 22,447.05 30,000.00 7,552.95 25.18% 13,187.48 Tree Trimming - Clearing 0.00 0.00 0.00 0.00% 7,550.00
Landscaping 0.00 0.00 0.00 0.00% 194,554.95
Repairs & Improvements 0.00 0.00 0.00 0.00% 253,680.11
Total Contractors 966,154.35 699,000.00 (267,154.35) (38.22)% 1,421,507.21 Materials & Supplies
Supplies - Office 4,010.31 3,000.00 (1,010.31) (33.68)% 4,575.77 Supplies - General 42,799.66 32,000.00 (10,799.66) (33.75)% 166,062.02 Postage 3,400.00 2,500.00 (900.00) (36.00)% 5,920.19
Maintenance - Office Equipment 0.00 0.00 0.00 0.00% 32.90 Maintenance - Copier 1,048.36 1,000.00 (48.36) (4.84)% 1,091.65 Maintenance - Building 0.00 0.00 0.00 0.00% 169,443.97
Maintenance - Fields 2,824.36 0.00 (2,824.36) 0.00% 90,424.80 Utilities - Gas 0.00 0.00 0.00 0.00% 14,712.45
Utilities - Electric 0.00 0.00 0.00 0.00% 182,717.66
Utilities - Water 0.00 0.00 0.00 0.00% 141,131.15
Utilities - Sewer 0.00 0.00 0.00 0.00% 7,988.92
Taxes/Assessments 0.00 0.00 0.00 0.00% 1,600.18
Cellular Service 5,799.48 4,200.00 (1,599.48) (38.08)% 5,681.70 Total Materials & Supplies 59,882.17 42,700.00 (17,182.17) (40.24)% 791,383.36 Special Department Expenses
Administrative Fees 83,363.20 60,000.00 (23,363.20) (38.94)% 67,608.30 Insurance - Property 0.00 0.00 0.00 0.00% 136.13
Main Street Lights 0.00 0.00 0.00 0.00% 135.19
Date: 10/13/25 11:53:16 PM Page: 9
F.5.d
Packet Pg. 228 Attachment: Expenditure Detail by Department (3740 : Preliminary Quarterly Financial Report (4th Quarter FY 2024-25)) City of Orinda
Statement of Revenues and Expenditures - Unposted Transactions Included In Report 100 - General Fund
40 - Parks & Recreation
From 7/1/2024 Through 6/30/2025
Actual
Current Year
Budget
Current Year
Budget to Actual
$ Variance
Budget to Actual
Percent Variance
Prior Year Actual
Uniforms 60,227.28 60,000.00 (227.28) (0.38)% 74,315.74 Referees/Clinics 28,997.00 25,000.00 (3,997.00) (15.99)% 29,509.50 Teen Activities 144.29 0.00 (144.29) 0.00% 0.00
Rental - Equipment 4,962.15 0.00 (4,962.15) 0.00% 13,845.00 Rental - Transportation 8,389.64 12,000.00 3,610.36 30.09% 15,603.82 Rental - Rooms/Fields/Pool/Gym 8,337.00 28,000.00 19,663.00 70.22% 23,653.50 Membership & Subscriptions 3,577.22 6,500.00 2,922.78 44.97% 4,425.50 Training & Conferences 850.00 3,000.00 2,150.00 71.67% 3,554.06 Indirect Cost - Fleet 0.00 0.00 0.00 0.00% 6,580.00
Indirect Cost - Bldg Svcs 64,732.00 64,732.00 0.00 0.00% 69,040.00 Indirect Cost - Info Tech 63,900.00 63,900.00 0.00 0.00% 46,200.00 Indirect Cost Alloc-Insur 41,423.00 41,423.00 0.00 0.00% 117,125.00 FF&E (less than $5,000) 0.00 0.00 0.00 0.00% 16,134.78
FF&E (more than $5,000) 0.00 0.00 0.00 0.00% 7,628.86
Total Special Department Expenses 368,902.78 364,555.00 (4,347.78) (1.19)% 495,495.38 Vehicle Expenses
Maintenance - Vehicle 253.27 0.00 (253.27) 0.00% 1,562.75 Gasoline 2,926.80 1,500.00 (1,426.80) (95.12)% 4,265.50 Mileage 146.95 100.00 (46.95) (46.95)% 0.00
Total Vehicle Expenses 3,327.02 1,600.00 (1,727.02) (107.94)% 5,828.25 Total Expenditures 2,144,629.11 1,880,412.00 (264,217.11) (14.05)% 4,145,592.61 Date: 10/13/25 11:53:16 PM Page: 10
F.5.d
Packet Pg. 229 Attachment: Expenditure Detail by Department (3740 : Preliminary Quarterly Financial Report (4th Quarter FY 2024-25)) City of Orinda
Statement of Revenues and Expenditures - Unposted Transactions Included In Report 100 - General Fund
47 - Library
From 7/1/2024 Through 6/30/2025
Actual
Current Year
Budget
Current Year
Budget to Actual
$ Variance
Budget to Actual
Percent Variance
Prior Year Actual
Expenditures
Contractors
Cleaning Services 5,599.69 5,500.00 (99.69) (1.81)% 6,045.03 Landscaping 0.00 0.00 0.00 0.00% (287.58)
Repairs & Improvements 9,808.09 8,250.00 (1,558.09) (18.89)% 5,961.68 Total Contractors 15,407.78 13,750.00 (1,657.78) (12.06)% 11,719.13 Materials & Supplies
Supplies - General 2,025.94 750.00 (1,275.94) (170.13)% 991.20 Maintenance - Building 7,741.20 8,000.00 258.80 3.23% 6,140.72 Telephone 271.23 800.00 528.77 66.10% 240.71
Utilities - Gas 6,236.35 8,000.00 1,763.65 22.05% 7,307.89 Utilities - Electric 18,109.14 15,000.00 (3,109.14) (20.73)% 19,712.49 Utilities - Water 2,827.63 4,000.00 1,172.37 29.31% 3,986.32 Utilities - Sewer 11,149.35 1,425.00 (9,724.35) (682.41)% 7,743.69 Total Materials & Supplies 48,360.84 37,975.00 (10,385.84) (27.35)% 46,123.02 Special Department Expenses
Insurance - Property 3,636.45 3,478.00 (158.45) (4.56)% 3,387.29 Uniforms 0.00 0.00 0.00 0.00% 588.33
Total Special Department Expenses 3,636.45 3,478.00 (158.45) (4.56)% 3,975.62 Total Expenditures 67,405.07 55,203.00 (12,202.07) (22.10)% 61,817.77 Date: 10/13/25 11:53:16 PM Page: 11
F.5.d
Packet Pg. 230 Attachment: Expenditure Detail by Department (3740 : Preliminary Quarterly Financial Report (4th Quarter FY 2024-25)) City of Orinda
Statement of Revenues and Expenditures - Unposted Transactions Included In Report 100 - General Fund
55 - Planning
From 7/1/2024 Through 6/30/2025
Actual
Current Year
Budget
Current Year
Budget to Actual
$ Variance
Budget to Actual
Percent Variance
Prior Year Actual
Expenditures
Personnel Services
Salaries
Salaries & Wages 619,052.85 761,713.00 142,660.15 18.73% 509,733.92 Leave/Float Holiday Payout 2,857.34 8,000.00 5,142.66 64.28% 55,352.78 Total Salaries 621,910.19 769,713.00 147,802.81 19.20% 565,086.70 Temporary Salaries
Temporary - Other 27,838.90 20,800.00 (7,038.90) (33.84)% 58,092.89 Total Temporary Salaries 27,838.90 20,800.00 (7,038.90) (33.84)% 58,092.89 Overtime
Overtime 1,950.28 3,000.00 1,049.72 34.99% 879.89
Total Overtime 1,950.28 3,000.00 1,049.72 34.99% 879.89 Total Personnel Services 651,699.37 793,513.00 141,813.63 17.87% 624,059.48 Benefits
Medicare 9,648.76 10,417.00 768.24 7.37% 9,168.04
Worker's Compensation Ins 15,740.00 20,000.00 4,260.00 21.30% 14,469.00 Medical & Dental Insurance 60,004.68 63,650.00 3,645.32 5.73% 64,643.31 LTD & Life Insurance 3,005.54 3,228.00 222.46 6.89% 2,622.56 Cash In Lieu Med. Ins. 14,176.95 5,699.00 (8,477.95) (148.76)% 2,208.45 Retirement Plan 100,456.58 96,114.00 (4,342.58) (4.52)% 89,712.72 Total Benefits 203,032.51 199,108.00 (3,924.51) (1.97)% 182,824.08 Contractors
System/Software Support 7,433.15 13,000.00 5,566.85 42.82% 6,548.80 Contracts (Cost Recovery) 0.00 35,000.00 35,000.00 100.00% 687.50 Professional Services 7,514.43 107,500.00 99,985.57 93.01% 14,531.70 Total Contractors 14,947.58 155,500.00 140,552.42 90.39% 21,768.00 Materials & Supplies
Supplies - Office 2,491.85 2,550.00 58.15 2.28% 2,118.89 Supplies - General 786.42 2,850.00 2,063.58 72.41% 895.92 Postage 537.48 850.00 312.52 36.77% 1,156.00
Maintenance - Copier 801.60 2,000.00 1,198.40 59.92% 1,369.02 Cellular Service 2,300.15 2,500.00 199.85 7.99% 2,618.05 Total Materials & Supplies 6,917.50 10,750.00 3,832.50 35.65% 8,157.88 Special Department Expenses
Administrative Fees 11,909.67 48,000.00 36,090.33 75.19% 11,252.13 Legal Notices 1,285.68 7,500.00 6,214.32 82.86% 7,021.50 Publicity / Promotion 93.32 0.00 (93.32) 0.00% 0.00
Membership & Subscriptions 956.93 3,000.00 2,043.07 68.10% 3,288.00 Training & Conferences 5,926.02 7,000.00 1,073.98 15.34% 3,977.21 Meetings 317.98 1,000.00 682.02 68.20% 0.00
Indirect Cost - Fleet 3,870.00 3,870.00 0.00 0.00% 3,750.00 Indirect Cost - Bldg Svcs 17,941.00 17,941.00 0.00 0.00% 16,540.00 Indirect Cost - Info Tech 63,900.00 63,900.00 0.00 0.00% 46,200.00 Indirect Cost Alloc-Insur 52,075.00 52,075.00 0.00 0.00% 50,297.00 Total Special Department Expenses 158,275.60 204,286.00 46,010.40 22.52% 142,325.84 Vehicle Expenses
Maintenance - Vehicle 516.08 300.00 (216.08) (72.03)% 170.42 Gasoline 1,001.32 700.00 (301.32) (43.05)% 822.42
Mileage 23.58 0.00 (23.58) 0.00% 0.00
Total Vehicle Expenses 1,540.98 1,000.00 (540.98) (54.10)% 992.84 Total Expenditures 1,036,413.54 1,364,157.00 327,743.46 24.03% 980,128.12 Date: 10/13/25 11:53:16 PM Page: 12
F.5.d
Packet Pg. 231 Attachment: Expenditure Detail by Department (3740 : Preliminary Quarterly Financial Report (4th Quarter FY 2024-25)) City of Orinda
Statement of Revenues and Expenditures - Unposted Transactions Included In Report 106 - Add-on Sales Tax Measure R
0 - No department
From 7/1/2024 Through 6/30/2025
Actual
Current Year
Budget
Current Year
Budget to Actual
$ Variance
Budget to Actual
Percent Variance
Prior Year Actual
Expenditures
Special Department Expenses
Capital Outlay 2,371,603.93 0.00 (2,371,603.93) 0.00% 0.00 Total Special Department Expenses 2,371,603.93 0.00 (2,371,603.93) 0.00% 0.00 Total Expenditures 2,371,603.93 0.00 (2,371,603.93) 0.00% 0.00 Date: 10/13/25 11:53:16 PM Page: 13
F.5.d
Packet Pg. 232 Attachment: Expenditure Detail by Department (3740 : Preliminary Quarterly Financial Report (4th Quarter FY 2024-25)) City of Orinda
Statement of Revenues and Expenditures - Unposted Transactions Included In Report 106 - Add-on Sales Tax Measure R
10 - City Management
From 7/1/2024 Through 6/30/2025
Actual
Current Year
Budget
Current Year
Budget to Actual
$ Variance
Budget to Actual
Percent Variance
Prior Year Actual
Expenditures
Personnel Services
Salaries
Salaries & Wages 217,788.26 214,263.00 (3,525.26) (1.65)% 203,097.59 Total Salaries 217,788.26 214,263.00 (3,525.26) (1.65)% 203,097.59 Total Personnel Services 217,788.26 214,263.00 (3,525.26) (1.65)% 203,097.59 Benefits
Medicare 3,307.75 3,256.00 (51.75) (1.59)% 3,090.63
Worker's Compensation Ins 1,967.00 2,500.00 533.00 21.32% 1,687.00 Medical & Dental Insurance 1,764.21 2,474.00 709.79 28.69% 2,122.34 LTD & Life Insurance 1,099.06 1,260.00 160.94 12.77% 1,037.28 Cash In Lieu Med. Ins. 10,258.80 10,259.00 0.20 0.00% 10,258.80 Retirement Plan 36,487.56 35,923.00 (564.56) (1.57)% 34,073.02 Total Benefits 54,884.38 55,672.00 787.62 1.41% 52,269.07 Contractors
System/Software Support 3,039.59 5,000.00 1,960.41 39.21% 3,099.65 Minutes - Contractor 3,346.50 6,000.00 2,653.50 44.23% 4,306.25 Professional Services 66,037.70 60,000.00 (6,037.70) (10.06)% 60,000.00 Graphic Design 2,870.95 2,000.00 (870.95) (43.55)% 0.00 Printing Costs 16,504.20 600.00 (15,904.20) (2,650.70)% 10,952.01 Total Contractors 91,798.94 73,600.00 (18,198.94) (24.73)% 78,357.91 Materials & Supplies
Supplies - Office 418.54 2,000.00 1,581.46 79.07% 8.73
Supplies - General 524.16 0.00 (524.16) 0.00% 93.70
Postage 5,149.89 4,500.00 (649.89) (14.44)% 1,787.91
Cellular Service 451.82 500.00 48.18 9.64% 550.19
Total Materials & Supplies 6,544.41 7,000.00 455.59 6.51% 2,440.53 Special Department Expenses
Fire Fuel Reduction Incentive 92,849.00 340,000.00 247,151.00 72.69% 56,944.66 Communication 2,066.25 3,000.00 933.75 31.13% 4,390.00
Publicity / Promotion 63,928.64 100,000.00 36,071.36 36.07% 67,595.38 Rental - Equipment 487.18 0.00 (487.18) 0.00% 0.00
Training & Conferences 0.00 3,000.00 3,000.00 100.00% 0.00 Meetings 0.00 1,100.00 1,100.00 100.00% 0.00
Indirect Cost - Info Tech 8,334.00 8,334.00 0.00 0.00% 8,316.00 Indirect Cost Alloc-Insur 6,071.00 6,071.00 0.00 0.00% 5,864.00 Total Special Department Expenses 173,736.07 461,505.00 287,768.93 62.35% 143,110.04 Vehicle Expenses
Maintenance - Vehicle 0.00 0.00 0.00 0.00% 1,624.24
Mileage 0.00 350.00 350.00 100.00% 0.00
Total Vehicle Expenses 0.00 350.00 350.00 100.00% 1,624.24 Total Expenditures 544,752.06 812,390.00 267,637.94 32.94% 480,899.38 Date: 10/13/25 11:53:16 PM Page: 14
F.5.d
Packet Pg. 233 Attachment: Expenditure Detail by Department (3740 : Preliminary Quarterly Financial Report (4th Quarter FY 2024-25)) City of Orinda
Statement of Revenues and Expenditures - Unposted Transactions Included In Report 106 - Add-on Sales Tax Measure R
12 - City Attorney
From 7/1/2024 Through 6/30/2025
Actual
Current Year
Budget
Current Year
Budget to Actual
$ Variance
Budget to Actual
Percent Variance
Prior Year Actual
Expenditures
Contractors
Attorney - City General 0.00 5,000.00 5,000.00 100.00% 431.60 Total Contractors 0.00 5,000.00 5,000.00 100.00% 431.60 Total Expenditures 0.00 5,000.00 5,000.00 100.00% 431.60 Date: 10/13/25 11:53:16 PM Page: 15
F.5.d
Packet Pg. 234 Attachment: Expenditure Detail by Department (3740 : Preliminary Quarterly Financial Report (4th Quarter FY 2024-25)) City of Orinda
Statement of Revenues and Expenditures - Unposted Transactions Included In Report 106 - Add-on Sales Tax Measure R
17 - Administrative Services
From 7/1/2024 Through 6/30/2025
Actual
Current Year
Budget
Current Year
Budget to Actual
$ Variance
Budget to Actual
Percent Variance
Prior Year Actual
Expenditures
Contractors
Professional Services 0.00 4,000.00 4,000.00 100.00% 0.00 Total Contractors 0.00 4,000.00 4,000.00 100.00% 0.00
Total Expenditures 0.00 4,000.00 4,000.00 100.00% 0.00
Date: 10/13/25 11:53:16 PM Page: 16
F.5.d
Packet Pg. 235 Attachment: Expenditure Detail by Department (3740 : Preliminary Quarterly Financial Report (4th Quarter FY 2024-25)) City of Orinda
Statement of Revenues and Expenditures - Unposted Transactions Included In Report 106 - Add-on Sales Tax Measure R
20 - Police Services
From 7/1/2024 Through 6/30/2025
Actual
Current Year
Budget
Current Year
Budget to Actual
$ Variance
Budget to Actual
Percent Variance
Prior Year Actual
Expenditures
Contractors
Professional Services 7,340.00 40,000.00 32,660.00 81.65% 0.00 Total Contractors 7,340.00 40,000.00 32,660.00 81.65% 0.00 Materials & Supplies
Supplies - General 0.00 5,000.00 5,000.00 100.00% 0.00
Total Materials & Supplies 0.00 5,000.00 5,000.00 100.00% 0.00 Total Expenditures 7,340.00 45,000.00 37,660.00 83.69% 0.00 Date: 10/13/25 11:53:16 PM Page: 17
F.5.d
Packet Pg. 236 Attachment: Expenditure Detail by Department (3740 : Preliminary Quarterly Financial Report (4th Quarter FY 2024-25)) City of Orinda
Statement of Revenues and Expenditures - Unposted Transactions Included In Report 106 - Add-on Sales Tax Measure R
35 - Public Works
From 7/1/2024 Through 6/30/2025
Actual
Current Year
Budget
Current Year
Budget to Actual
$ Variance
Budget to Actual
Percent Variance
Prior Year Actual
Expenditures
Contractors
Design Contracts 231,661.89 315,000.00 83,338.11 26.46% 845.00 Project/Construction Manage 221,168.19 138,677.00 (82,491.19) (59.48)% 0.00 Professional Services 61,977.49 497,500.00 435,522.51 87.54% 75.00 Hazard Reduction-Fire Break 243,416.05 300,000.00 56,583.95 18.86% 149,280.00 Tree Trimming - Clearing 122,770.00 100,000.00 (22,770.00) (22.77)% 19,760.00 Total Contractors 880,993.62 1,351,177.00 470,183.38 34.80% 169,960.00 Materials & Supplies
Telephone 6,127.00 0.00 (6,127.00) 0.00% 0.00
Utilities - Garbage -Landfill 32,894.50 20,000.00 (12,894.50) (64.47)% 27,919.00 Total Materials & Supplies 39,021.50 20,000.00 (19,021.50) (95.11)% 27,919.00 Special Department Expenses
Construction Costs 1,928,396.05 3,303,500.00 1,375,103.95 41.63% 1,293,146.00 Traffic Control Signs 0.00 25,000.00 25,000.00 100.00% 5,233.45 Uniforms 134.74 0.00 (134.74) 0.00% 0.00
Rental - Equipment 3,200.00 0.00 (3,200.00) 0.00% 5,800.00 Indirect Cost - Fleet 26,730.00 26,730.00 0.00 0.00% 25,950.00 Contra Exp for Capitalization (2,371,603.93) 0.00 2,371,603.93 0.00% 0.00 FF&E (less than $5,000) 1,448.67 0.00 (1,448.67) 0.00% 0.00 Total Special Department Expenses (411,694.47) 3,355,230.00 3,766,924.47 112.27% 1,330,129.45 Vehicle Expenses
Maintenance - Vehicle 9,319.34 3,000.00 (6,319.34) (210.64)% 10,484.58 Gasoline 13,876.90 8,000.00 (5,876.90) (73.46)% 9,836.23 Mileage 0.00 0.00 0.00 0.00% 17.00
Total Vehicle Expenses 23,196.24 11,000.00 (12,196.24) (110.87)% 20,337.81 Total Expenditures 531,516.89 4,737,407.00 4,205,890.11 88.78% 1,548,346.26 Date: 10/13/25 11:53:16 PM Page: 18
F.5.d
Packet Pg. 237 Attachment: Expenditure Detail by Department (3740 : Preliminary Quarterly Financial Report (4th Quarter FY 2024-25)) City of Orinda
Statement of Revenues and Expenditures - Unposted Transactions Included In Report 106 - Add-on Sales Tax Measure R
40 - Parks & Recreation
From 7/1/2024 Through 6/30/2025
Actual
Current Year
Budget
Current Year
Budget to Actual
$ Variance
Budget to Actual
Percent Variance
Prior Year Actual
Expenditures
Contractors
Hazard Reduction-Fire Break 0.00 0.00 0.00 0.00% 106,550.00 Tree Trimming - Clearing 0.00 0.00 0.00 0.00% 46,030.00 Total Contractors 0.00 0.00 0.00 0.00% 152,580.00
Total Expenditures 0.00 0.00 0.00 0.00% 152,580.00
Date: 10/13/25 11:53:16 PM Page: 19
F.5.d
Packet Pg. 238 Attachment: Expenditure Detail by Department (3740 : Preliminary Quarterly Financial Report (4th Quarter FY 2024-25)) City Council
Staff Report
Agenda Item: F.6
Date: October 21, 2025
Department: Planning Department
AGENDA TITLE: Agreement with Kimley-Horn and Associates, Inc. for Professional Planning and Environmental Review Services for the Proposed Southwood Valley Subdivision
RECOMMENDATION:
Approve the Agreement with Kimley-Horn and Associates, Inc. for an amount not to exceed $550,000 and authorize the City Manager to approve up to an additional 10% contingency based on evaluation of additional services.
BACKGROUND:
On July 8, 2025, an application was submitted by Southwood Valley Estates, LLC to subdivide approximately 43 acres into 30 lots on a location off Bates Boulevard.
On August 7, 2025, the City of Orinda and Southwood Valley Estates, LLC entered into a Reimbursement Agreement, outlining the developer’s obligation to cover Staff costs and third-party contract expenses related to the processing of the major subdivision application and its environmental review. Additionally, the Reimbursement Agreement informs the applicant that the City retains sole discretion in selecting third-party consultants to support the processing and environmental review of the application.
In August 2025, Planning staff contacted two firms, Kimley-Horn and Interwest, and determined that the proposal submitted by Kimley-Horn meets the City’s needs. Their scope of services includes project management, oversight and environmental review tailored to a project of high and significant levels of complexity.
As of September 18, 2025, the application has been deemed incomplete, pending the submission of additional information.
DISCUSSION:
In accordance with Section 2.1.2(J) of the General Plan Land Use Implementing Policies, prior to development or a tentative subdivision map application, an environmental constraints study must be completed by the City at the property owner’s expense. The project site includes environmentally sensitive areas, including but not limited to wetlands, unstable soil conditions and an open space designation. KimleyHorn and Associates, Inc. has demonstrated a strong understanding of the constraints, along with the qualifications and relevant experience that align with the target General Plan objectives and environmental review necessary to support this project.
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The project budget includes both planning and environmental services. The total proposed cost of $550,000 is considered reasonable when broken down as follows:
approximately $67,700 for the Environmental Constraints study, as required by the General Plan; approximately $365,400 for the preparation and analysis of the Environmental Impact Report; and an estimated $116,900 for professional planning services to manage the project.
The proposed cost for the work program as presented by Kimley-Horn, includes a recommended additional 10% contingency to account for any work that may arise due to the complexity of the project. As part of the authorization of this Agreement, this contingency will enable the City Manager to administratively approve change orders based on future scope changes or emerging project needs.
NEXT STEPS:
Upon approval, Staff will finalize the Agreement and prepare for the City Manager’s signature. Work will begin upon submittal of a complete application.
FISCAL IMPACT:
All costs associated with the processing and environmental review of the major subdivision application, including contingency funds, are the sole responsibility of the project applicant, covering both City staff time and third-party consultant expenses. A budget adjustment will be processed administratively to reflect the anticipated consulting costs with an offsetting adjustment which will increase revenues in the same amount.
ATTACHMENTS:
A. Draft Agreement between City of Orinda and Kimley-Horn B. Proposal (Kimley-Horn)
ATTACHMENTS:
A. Kimley-Horn and Associates Services Contract (Southwood Valley Project) Respectfully Submitted by:
Lashun Cross
Planning Director
Prepared By: Lashun Cross, Planning Director
Approved by:
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F.6
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Docusign Envelope ID: 3CC13551-534C-4C03-AD46-0F6FB986C40C F.6.a
Packet Pg. 242 Attachment: Kimley-Horn and Associates Services Contract (Southwood Valley Project) (3720 : Agreement with Kimley-Horn for Professional Docusign Envelope ID: 3CC13551-534C-4C03-AD46-0F6FB986C40C F.6.a
Packet Pg. 243 Attachment: Kimley-Horn and Associates Services Contract (Southwood Valley Project) (3720 : Agreement with Kimley-Horn for Professional Docusign Envelope ID: 3CC13551-534C-4C03-AD46-0F6FB986C40C F.6.a
Packet Pg. 244 Attachment: Kimley-Horn and Associates Services Contract (Southwood Valley Project) (3720 : Agreement with Kimley-Horn for Professional Docusign Envelope ID: 3CC13551-534C-4C03-AD46-0F6FB986C40C F.6.a
Packet Pg. 245 Attachment: Kimley-Horn and Associates Services Contract (Southwood Valley Project) (3720 : Agreement with Kimley-Horn for Professional Docusign Envelope ID: 3CC13551-534C-4C03-AD46-0F6FB986C40C F.6.a
Packet Pg. 246 Attachment: Kimley-Horn and Associates Services Contract (Southwood Valley Project) (3720 : Agreement with Kimley-Horn for Professional Docusign Envelope ID: 3CC13551-534C-4C03-AD46-0F6FB986C40C F.6.a
Packet Pg. 247 Attachment: Kimley-Horn and Associates Services Contract (Southwood Valley Project) (3720 : Agreement with Kimley-Horn for Professional Docusign Envelope ID: 3CC13551-534C-4C03-AD46-0F6FB986C40C F.6.a
Packet Pg. 248 Attachment: Kimley-Horn and Associates Services Contract (Southwood Valley Project) (3720 : Agreement with Kimley-Horn for Professional Docusign Envelope ID: 3CC13551-534C-4C03-AD46-0F6FB986C40C F.6.a
Packet Pg. 249 Attachment: Kimley-Horn and Associates Services Contract (Southwood Valley Project) (3720 : Agreement with Kimley-Horn for Professional Docusign Envelope ID: 3CC13551-534C-4C03-AD46-0F6FB986C40C F.6.a
Packet Pg. 250 Attachment: Kimley-Horn and Associates Services Contract (Southwood Valley Project) (3720 : Agreement with Kimley-Horn for Professional Sr. Vice President
Michael Colety, P.E. C60858
Docusign Envelope ID: 3CC13551-534C-4C03-AD46-0F6FB986C40C 10/10/2025
F.6.a
Packet Pg. 251 Attachment: Kimley-Horn and Associates Services Contract (Southwood Valley Project) (3720 : Agreement with Kimley-Horn for Professional Docusign Envelope ID: 3CC13551-534C-4C03-AD46-0F6FB986C40C F.6.a
Packet Pg. 252 Attachment: Kimley-Horn and Associates Services Contract (Southwood Valley Project) (3720 : Agreement with Kimley-Horn for Professional Docusign Envelope ID: 3CC13551-534C-4C03-AD46-0F6FB986C40C F.6.a
Packet Pg. 253 Attachment: Kimley-Horn and Associates Services Contract (Southwood Valley Project) (3720 : Agreement with Kimley-Horn for Professional Docusign Envelope ID: 3CC13551-534C-4C03-AD46-0F6FB986C40C F.6.a
Packet Pg. 254 Attachment: Kimley-Horn and Associates Services Contract (Southwood Valley Project) (3720 : Agreement with Kimley-Horn for Professional Docusign Envelope ID: 3CC13551-534C-4C03-AD46-0F6FB986C40C F.6.a
Packet Pg. 255 Attachment: Kimley-Horn and Associates Services Contract (Southwood Valley Project) (3720 : Agreement with Kimley-Horn for Professional Docusign Envelope ID: 3CC13551-534C-4C03-AD46-0F6FB986C40C F.6.a
Packet Pg. 256 Attachment: Kimley-Horn and Associates Services Contract (Southwood Valley Project) (3720 : Agreement with Kimley-Horn for Professional Docusign Envelope ID: 3CC13551-534C-4C03-AD46-0F6FB986C40C F.6.a
Packet Pg. 257 Attachment: Kimley-Horn and Associates Services Contract (Southwood Valley Project) (3720 : Agreement with Kimley-Horn for Professional Docusign Envelope ID: 3CC13551-534C-4C03-AD46-0F6FB986C40C F.6.a
Packet Pg. 258 Attachment: Kimley-Horn and Associates Services Contract (Southwood Valley Project) (3720 : Agreement with Kimley-Horn for Professional Docusign Envelope ID: 3CC13551-534C-4C03-AD46-0F6FB986C40C F.6.a
Packet Pg. 259 Attachment: Kimley-Horn and Associates Services Contract (Southwood Valley Project) (3720 : Agreement with Kimley-Horn for Professional Docusign Envelope ID: 3CC13551-534C-4C03-AD46-0F6FB986C40C F.6.a
Packet Pg. 260 Attachment: Kimley-Horn and Associates Services Contract (Southwood Valley Project) (3720 : Agreement with Kimley-Horn for Professional Docusign Envelope ID: 3CC13551-534C-4C03-AD46-0F6FB986C40C F.6.a
Packet Pg. 261 Attachment: Kimley-Horn and Associates Services Contract (Southwood Valley Project) (3720 : Agreement with Kimley-Horn for Professional Docusign Envelope ID: 3CC13551-534C-4C03-AD46-0F6FB986C40C F.6.a
Packet Pg. 262 Attachment: Kimley-Horn and Associates Services Contract (Southwood Valley Project) (3720 : Agreement with Kimley-Horn for Professional Docusign Envelope ID: 3CC13551-534C-4C03-AD46-0F6FB986C40C F.6.a
Packet Pg. 263 Attachment: Kimley-Horn and Associates Services Contract (Southwood Valley Project) (3720 : Agreement with Kimley-Horn for Professional Docusign Envelope ID: 3CC13551-534C-4C03-AD46-0F6FB986C40C F.6.a
Packet Pg. 264 Attachment: Kimley-Horn and Associates Services Contract (Southwood Valley Project) (3720 : Agreement with Kimley-Horn for Professional Docusign Envelope ID: 3CC13551-534C-4C03-AD46-0F6FB986C40C F.6.a
Packet Pg. 265 Attachment: Kimley-Horn and Associates Services Contract (Southwood Valley Project) (3720 : Agreement with Kimley-Horn for Professional Docusign Envelope ID: 3CC13551-534C-4C03-AD46-0F6FB986C40C F.6.a
Packet Pg. 266 Attachment: Kimley-Horn and Associates Services Contract (Southwood Valley Project) (3720 : Agreement with Kimley-Horn for Professional Docusign Envelope ID: 3CC13551-534C-4C03-AD46-0F6FB986C40C F.6.a
Packet Pg. 267 Attachment: Kimley-Horn and Associates Services Contract (Southwood Valley Project) (3720 : Agreement with Kimley-Horn for Professional Docusign Envelope ID: 3CC13551-534C-4C03-AD46-0F6FB986C40C F.6.a
Packet Pg. 268 Attachment: Kimley-Horn and Associates Services Contract (Southwood Valley Project) (3720 : Agreement with Kimley-Horn for Professional Docusign Envelope ID: 3CC13551-534C-4C03-AD46-0F6FB986C40C F.6.a
Packet Pg. 269 Attachment: Kimley-Horn and Associates Services Contract (Southwood Valley Project) (3720 : Agreement with Kimley-Horn for Professional Docusign Envelope ID: 3CC13551-534C-4C03-AD46-0F6FB986C40C F.6.a
Packet Pg. 270 Attachment: Kimley-Horn and Associates Services Contract (Southwood Valley Project) (3720 : Agreement with Kimley-Horn for Professional Docusign Envelope ID: 3CC13551-534C-4C03-AD46-0F6FB986C40C F.6.a
Packet Pg. 271 Attachment: Kimley-Horn and Associates Services Contract (Southwood Valley Project) (3720 : Agreement with Kimley-Horn for Professional Docusign Envelope ID: 3CC13551-534C-4C03-AD46-0F6FB986C40C F.6.a
Packet Pg. 272 Attachment: Kimley-Horn and Associates Services Contract (Southwood Valley Project) (3720 : Agreement with Kimley-Horn for Professional Docusign Envelope ID: 3CC13551-534C-4C03-AD46-0F6FB986C40C F.6.a
Packet Pg. 273 Attachment: Kimley-Horn and Associates Services Contract (Southwood Valley Project) (3720 : Agreement with Kimley-Horn for Professional Docusign Envelope ID: 3CC13551-534C-4C03-AD46-0F6FB986C40C F.6.a
Packet Pg. 274 Attachment: Kimley-Horn and Associates Services Contract (Southwood Valley Project) (3720 : Agreement with Kimley-Horn for Professional Docusign Envelope ID: 3CC13551-534C-4C03-AD46-0F6FB986C40C F.6.a
Packet Pg. 275 Attachment: Kimley-Horn and Associates Services Contract (Southwood Valley Project) (3720 : Agreement with Kimley-Horn for Professional Docusign Envelope ID: 3CC13551-534C-4C03-AD46-0F6FB986C40C F.6.a
Packet Pg. 276 Attachment: Kimley-Horn and Associates Services Contract (Southwood Valley Project) (3720 : Agreement with Kimley-Horn for Professional Docusign Envelope ID: 3CC13551-534C-4C03-AD46-0F6FB986C40C F.6.a
Packet Pg. 277 Attachment: Kimley-Horn and Associates Services Contract (Southwood Valley Project) (3720 : Agreement with Kimley-Horn for Professional City Council
Staff Report
Agenda Item: F.7
Date: October 21, 2025
Department:
Public Works and
Engineering Services
AGENDA TITLE: Reject All Bids for Library Exterior Accent Tile Replacement Project #4179
RECOMMENDATION:
Reject all bids for Library Exterior Accent Tile Replacement Project.
BACKGROUND:
The Library Exterior Accent Tile Replacement Project involves removal and replacement of exterior accent tiles at the Orinda Library. In August 2025, the City invited bids on the Project and received six bids on September 25, 2025, which were read publicly at 2:00 p.m. on that date.
After reviewing the bids, it became clear that the City’s bid documents may have resulted in differing interpretations by bidders of the qualifications necessary to perform the work under the Project.
DISCUSSION:
In accordance with the Orinda Municipal Code and the Public Contract Code, the City solicited bids using the informal procedure, on or around September 4, 2025. Per project bid documents and California public contracting law, the City must award the project the lowest responsive, responsible bidder, or it may reject all bids. Six bids were received on September 25, 2025. The bid results are shown below:
Bidders Total Bid, $
Eun Mi Enterprise, Inc.,
Santa Clara, CA
73,500
NG Builder Company,
Santa Rosa, CA
92,566
Vision Build Construction,
LLC, Pacifica, CA
96,800
Pro-Ex Construction, Inc.,
Rancho Cordova, CA
112,540
Pridex Construction Group,
Inc., Folsom, CA
180,000
Eric F. Anderson, Inc., San
Leandro, CA
165,146
The engineer’s estimate for the bid was $165,000. Because of the apparent inconsistent interpretation of the qualifications necessary to perform the Project, to ensure that the F.7
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City receives accurate bids, Staff recommends all bids be rejected and the Project be re-bid. Rejecting bids will allow staff the opportunity to restructure the project bid documents to minimize bidder irregularities and ensure all bidders have appropriate qualifications to do the work.
It is recommended the City Council reject all bids for the Project and direct staff to rebid the project.
NEXT STEPS:
If the Council rejects all bids, Staff will re-bid the project with more precise bid instructions as to contractor license requirements and tile experience requirements. As the City approaches the rainy season, the work will likely be delayed until Spring 2026.
FISCAL IMPACT:
The proposed bid rejection does not have a budgetary impact. Re-bidding will require Staff time and posting the job for bidding will have a nominal cost. The Project budget included $100,000, with $85,000 funded by the Library Parcel Tax (Fund 520) and the balance from Building Maintenance Fund 603.
With expenditures to date, including tile failure analysis and tile procurement, $32,244 remains available for carryover from the FY 2024-25 budget. After the project is re-bid, Staff will bring this item back for City Council consideration of the bids and ask for a budget change to cover the difference, likely approximately $130,000. Such funding would be appropriated from the Library Parcel Tax (Fund 520) at the time the contract is awarded. Fund 520 has sufficient fund balance available for this project.
ATTACHMENTS:
A. Project Detail Page CIP #4179 - Library Exterior Accent Tile Replacement Project Respectfully Submitted by:
Scott Christie
Public Works Director
Prepared By: Scott Christie, Public Works Director
Approved by:
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