1 AGENDA
ALISO VIEJO CITY COUNCIL
WEDNESDAY, APRIL 19, 2023
5:30 PM STUDY SESSION
6:30 PM CLOSED SESSION
7:00 PM REGULAR MEETING
City Hall
Council Chambers
12 Journey
Aliso Viejo, CA
Mayor Richard W. Hurt
Mayor Pro Tem Mike Munzing
Councilmember Tiffany Ackley
Councilmember Ross Chun
Councilmember Max Duncan
WELCOME to the City of Aliso Viejo City Council meeting. Those persons wishing to address the City Council are requested to complete and submit to the City Clerk a “Request to Address City Council” form available at the entrance to the City Council Chambers. Speakers will be called at the appropriate time as their interested matter is heard. COMMENTS WILL BE LIMITED TO THREE MINUTES PER SPEAKER. Council proceedings a re recorded.
It is the City’s intention to comply with the Americans with Disabilities Act (ADA). If you need special assistance to participate in the meeting, the City will make reasonable arrangements to ensure accessibility and/or accommodations. [28 CFR 35.102-35.104 ADA Title II] Please contact the City Clerk’s Office at (949) 425-2505 at least 48 hours prior to the meeting.
Regular meetings of the City Council are held on the first and third Wednesday of the month at the City Hall Council Chambers, 12 Journey, Aliso Viejo. Copies of the agenda are available in the lobby at City Hall on the Thursday preceding a regularly scheduled City Council meeting. All communications received by the City regarding an agenda item have been included in the agenda ma terials. Supplemental documents relating to specific agenda items, including communications received after agenda delivery, are presented at the dais and in the Public Copy agenda binder at the time of the meeting. Supplemental documents are also available for review in the City Clerk’s office, 12 Journey, Aliso Viejo. For more information, please contact City Hall at (949) 425- 2505.
This meeting will be broadcast live on Cox Communications Channel 851, AT&T U -Verse Channel 99 and the City's website. By attending the City Council Meeting, you are giving your permission to be televised. The Council Meetings are rebroadcast on Wednesday at 7:00 p.m. on Cox Communications Channel 851, AT&T U -Verse Channel 99, and can be viewed on the internet at www.avcity.org.
DAVID A. DOYLE SCOTT C. SMITH MITZI ORTIZ
CITY MANAGER CITY ATTORNEY CITY CLERK
1 2
PLEASE SILENCE ALL CELL PHONES AND OTHER
ELECTRONIC EQUIPMENT WHILE CITY COUNCIL IS IN SESSION
CALL TO ORDER: CONVENE SPECIAL MEETING
PUBLIC COMMENTS:
STUDY SESSION:
FISCAL YEAR 2023-24 BUDGET OUTLOOK
Presentation
CLOSED SESSION:
PUBLIC EMPLOYEE PERFORMANCE EVALUATION
Pursuant to Government Code Section 54957
Title: City Attorney
CONFERENCE WITH LABOR NEGOTIATORS
Pursuant to Government Code Section 54957.6
Agency Designated Representatives: City Manager and City Attorney Unrepresented Employees: All Employees
CALL TO ORDER: CONVENE REGULAR MEETING
ROLL CALL
PLEDGE OF ALLEGIANCE:
REPORT FROM CLOSED SESSION:
1. SPECIAL PRESENTATIONS:
1.1. RECOGNITION OF AYSO GIRLS U11 2012 EXTRA – WESTERN STATES
CHAMPIONS
Certificate of Recognition
2. ADDITIONS, DELETIONS, REORDERING TO THE AGENDA:
2 3
3. COMMUNITY INPUT:
Members of the public wishing to address the City Council are requested to complete and submit to the City Clerk a “Request to Address City Council” form available at the entrance to the City Council Chambers. In compliance with the Brown Act, no discussion or action may be taken on comments received at this time, except the City Council may briefly respond to statements made or questions posed. Comments are limited to three (3) minutes per speaker.
4. CONSENT CALENDAR:
All matters listed on the Consent Calendar will be acted upon by one vote unless members of the City Council, or staff request a matter to be discussed and/or removed from the Consent Calendar for separate action. Items removed from the Consent Calendar will be discussed and voted upon immediately following City Council action on the remainder of the Consent Calendar.
4.1. WAIVE THE READING OF ALL ORDINANCES AND RESOLUTIONS Recommended Action: Approve the reading by title only of all ordinances and resolutions wherein the titles appear on the public agenda; said titles shall be determined to have been read by title, and further reading is waived.
4.2. APPROVAL OF MINUTES
Recommended Action: Approve the Minutes as submitted for the April 5, 2023 Regular Meeting.
Draft Minutes - April 5, 2023 Regular Meeting
4.3. ACCOUNTS PAYABLE
Recommended Action: Ratify accounts payable checks and electronic funds transfers issued between March 17 and April 13, 2023, in the amount of $1,623,450.14.
Staff Report
Attachment 1 - Accounts Payable Report
4.4. AGREEMENT WI TH SONITROL, INC. FOR SECURITY AND ACCESS CONTROL
SYSTEMS AT CITY FACILITIES
Recommended Action:
1. Approve an agreement with Sonitrol, Inc. for security and access control systems services at City facilities; and
2. Authorize the City Manager to execute a professional services agreement with Sonitrol, Inc. in the amount of $90,000.
Staff Report
Attachment 1 - Agreement
4.5. APPROPRIATE FUNDS FOR CALAPP PROGRAM GRANT
Recommended Action: Appropriate $60,000 in grant funding from the California Energy Commission CalApp Program Grant.
Staff Report
Attachment 1 - Grant Agreement
3 4
5. PUBLIC HEARINGS:
5.1. SECOND PUBLIC HEARING TO CONSIDER COMPOSITION OF DISTRICTS FOR BY-
DISTRICT ELECTIONS
Recommended Action: Conduct second public hearing, receive and consider input from the public, provide further direction to staff.
Staff Report
Attachment 1 - April 5, 2023 Presentation (REVISED, posted April 18, 2023)
5.2. ADOPTION OF THE 2023 -2027 CONSOLIDATED PLAN AND 2023 -2024 ANNUAL
ACTION PLAN FOR EXPENDITURES OF COMMUNITY DEVELOPMENT BLOCK
GRANT (CDBG) FUNDS
Recommended Action:
1. Conduct a public hearing;
2. Declare that the City Council find the 2023-2027 Consolidated Plan and the 2023-2024 Annual Action Plan is not subject to the California Environmental Quality Act (“CEQA”) because the activity is not a project as defined in Section 15378 (b)(5) of the Stat e CEQA Guidelines;
3. Approve and adopt the 2023-2027 Consolidated Plan, which includes the approval and adoption of the 2023-2024 Annual Action Plan for the use of Community Development Grant Block (CDBG) funds; and
4. Authorize the City Manager to submi t the Consolidated Plan and Action Plan to the United States Department of Housing and Urban Development (HUD) and authorize the City Manager to execute and submit all related documents to implement the Plans.
Staff Report
Attachment 1 - 2023-2027 Consolidated Plan and 2023-2024 Annual Action Plan Attachment 2 - Presentation
6. DISCUSSION:
None.
7. CITY MANAGER' S REPORT:
8. ANNOUNCEMENTS / COUNCIL COMMENTS / COMMITTEE UPDATES:
9. ADJOURNMENT:
The next regularly scheduled City Council meeting is May 3, 2023.
4 Fiscal Year 2023-24
Draft Annual Budget
April 19, 2023
City Council Study Session
5 FY 2023-24 General Fund Estimated Revenues
• Property Tax - $9.7M
• Higher interest rates
• Decrease in sale activity
• Lower median home prices
• Valuation appeals
• Sales Tax - $6.0M
• Growth is flat
• Inflation slowing
• Gas price decreases
AV Detached Single Family Residential
Revenue By Business Group – Q3 ‘2022
Source: HDL 26
FY 2023-24 General Fund Estimated Revenues
Transient Occupancy Tax - $1.6M Franchise Fees - $1.6M
3 7
FY 2023-24 General Fund Estimated Revenues
4 8
FY 2023-24 General Fund Expenditures
• Cost of Living Adjustment of 5%
• CalPERS Unfunded Pension Liability - $87,004
• Insurance premiums – 22% increase
• Utilities – 9.3% Increase
• Increase to sales tax subsidy – 29% increase
• Includes known contractual increases
• Street maintenance (MOE) – $556,0162
• Budget reductions across all departments
To Be Determined – Contract with OCSD
59 FY 2023-24 Capital Improvement Program
• City Hall HVAC Replacement - $226,16 0
• $113,160 – E nergy Efficiency and Conservation Block Grant • $113,000 – G eneral Fund (50% match)
• City Hall Landscaping Improvements -$150,000
• $75,000 – W aterSmarts Grant
• $75,000 – G eneral Fund (50% match)
• AV Aquatic Center
• Pool Deck - $275,000*
• Locker Room - $15,000
• Kiddie Pool/Spa Plaster – $20,000
• IT Server Equipment - $75,000
• Support Cost Savings - $34,000
*Further evaluation pending Total General Fund - $573,000 610
FY 2023-24 General Fund Appropriations
711
FY 2023-24 Budget Balancing Measures
• Use of Reserves for Debt Service
Pa
yment - $658,250
• Use of Reserves for One- Time CIP -
$573,000
• Freeze 1 Motor Officer Position-
$300,
000
• Other OCSD Vacancy Credits - $50, 000
Proposed Budget Balancing Measures FY 2023-24 General Fund Budget Summary 8 Resources 22,726,844$
Appropriations (24,288,108)
Estimated Year-End Surplus (Deficit) (1,561,264)$
Budget Balancing Measures
Use of Reserves - Debt Service 658,250
Use of Reserves - CIP 573,000
Freeze 1 Motor Officer Position 300,000
Other OCSD Vacancies 50,000
Total Balancing Measures 1,581,250$
Operating Year-End Surplus (Deficit) 19,986$ *
Estimated Beginning General Fund Balance 30,641,306$
Estimated Year-End General Fund Balance 29,430,042$
* D
oes not include potential increases to OCSD Contract
12 Five-Year General Fund Forecast
General Fund
2023-24
Forecast
2024-25
Forecast
2025-26
Forecast
2026-27
Forecast
2027-28
Forecast
Revenue1 22,726,844 24,185,060 24,763,207 25,387,608 26,022,377 Operating Expenditures2 (23,056,858) (23,934,605) (24,550,767) (25,385,376) (26,044,985) Capital Improvement (573,000) (400,000) (400,000) (400,000) (400,000) Debt Service (COP) (658,250) (659,080) (659,450) (658,950) (662,450) Surplus (Deficit) (1,561,264) (808,625) (847,010) (1,056,718) (1,085,059) 1 Estimated $1 million in new sales tax revenue in FY 24-25 2 Estimated 3% Cost increases; Initial 5% MOU increase to OCSD Contract in FY24-25 913
FY 2023-24 Looking Ahead…
• Monitor OCSD Contract Negotiations
1% Increase = $ 76,489
3% Increase = $229,467
5% Increase = $382,445
10% Increase = $764,890
• RFP pending for Building, Code Enforcement, and Public Works Inspection Services • Identify other cost reductions
• Re-evaluate current and future CIP needs
• Evaluate reserve levels
1014
Certificate of Recognition
Presented to
Girls U11 2012 Extra
AYSO 2023 Western States
Champions
Presented this 19th day of April, 2023
Richard Hurt, Mayor
15
Regular Meeting Minutes
CITY OF ALISO VIEJO
CITY COUNCIL MINUTES
REGULAR MEETING
APRIL 5, 2023, 7:00 P.M.
Council Chambers, City Hall, 12 Journey
Aliso Viejo, California
CALL TO ORDER: Mayor Hurt called the Regular Meeting of the City Council of the City of Aliso Viejo to order at 7:01 p.m.
ROLL CALL
PRESENT: MAYOR RICHARD W. HURT
MAYOR PRO TEM MIKE MUNZING
COUNCILMEMBER TIFFANY ACKLEY
COUNCILMEMBER ROSS CHUN
ABSENT: COUNCILMEMBER MAX DUNCAN
STAFF PRESENT: DAVID A. DOYLE, CITY MANAGER
HONGDAO NGUYEN, ASSISTANT CITY ATTORNEY
MITZI ORTIZ, CITY CLERK
ANN EIFERT, FINANCIAL SERVICES DIRECTOR
SHAUN PELLETIER, PUBLIC WORKS DIRECTOR
SO KIM, COMMUNITY DEVELOPMENT DIRECTOR
ROSE RIVERA, SENIOR PLANNER
LIZZY MENDOZA, RECREATION & COMMUNITY SERVICES MANAGER
ISAAC AZIZ, INFORMATION TECHNOLOGY MANAGER
CAPT. ALAN VILLANUEVA, CHIEF OF POLICE SERVICES
PLEDGE OF ALLEGIANCE: Recreation & Community Services Manager Lizzy Mendoza led the pledge of allegiance.
1. SPECIAL PRESENTATIONS:
1.1. PROCLAMATION - FAIR HOUSING MONTH
Mayor Hurt presented the proclamation to Outreach Coordinator Christina Prado. Ms.
Prado commented on the importance of Fair Housing Month and expressed her appreciation.
1.2. PROCLAMATION - DMV / DONATE LIFE MONTH
16
Regular Meeting Minutes
Mayor Hurt introduced Mayor Pro Tem Munzing who commented on the importance of organ donation. Mayor Hurt presented the proclamation to OneLegacy Ambassador Leslie Eskildsen. Ms. Eskildsen expressed her appreciation and commented on the significance of the designation.
1.3. PROCLAMATION - NATIONAL PUBLIC SAFETY TELECOMMUNICATORS WEEK Mayor Hurt presented the proclamation to Division Chief Baryic Hunter. Chief Hunter expressed his appreciation for the recognition.
2. ADDITIONS, DELETIONS, REORDERING TO THE AGENDA:
None.
3. COMMUNITY INPUT:
None.
4. CONSENT CALENDAR:
Unless otherwise indicated below, the following pertains to all items on the Consent Calendar.
Motion: Mayor Pro Tem Munzing moved and Councilmember Ackley seconded to approve the recommended actions. Motion carried 4-0-1, with Councilmember Duncan absent.
4.1. WAIVE THE READING OF ALL ORDINANCES AND RESOLUTIONS Recommended Action: Approve the reading by title only of all ordinances and resolutions wherein the titles appear on the public agenda; said titles shall be determined to have been read by title, and further reading is waived.
4.2. APPROVAL OF MINUTES
Recommended Action: Approve the Minutes as submitted for the March 15, 2023 Special Meeting and the March 15, 2023 Regular Meeting.
4.3. ACCOUNTS PAYABLE
Recommended Action: Ratify accounts payable checks and electronic funds transfers issued between March 8, 2023, and March 16, 2023, in the amount of $1,386,410.55. 17
Regular Meeting Minutes
4.4. TREASURER’S STATEMENT – FEBRUARY 2023
Recommended Action: Receive and file the February 2023 Treasurer’s Statement.
4.5. NATIONAL OPIOID SETTLEMENT AGREEMENTS WITH DEFENDANTS TEVA; ALLERGAN; WALMART; WALGREENS; AND CVS
City Manager David Doyle introduced Assistant City Attorney HongDao Nguyen, who provided an overview. Staff responded to questions regarding judicial jurisdiction.
Councilmember commented on the matter.
Recommended Action:
1. Opt into settlement agreement with three pharmacy chains— CVS, Walgreens, and Walmart and direct the City Manager or his designee to execute any documents necessary to implement the action and, when possible, allocate the City’s designated share of settlement funds to the County of Orange; and
2. Opt into settlement agreement with two opioid manufacturers— Allergan and Teva and direct the City Manager or his designee to execute any documents necessary to implement the action and, when possible, allocate the City ’s designated share of settlement funds to the County of Orange.
Motion: Councilmember Chun moved and Mayor Pro Tem Munzing seconded to approve the recommended actions. Motion carried 4-0-1, with Councilmember Duncan absent.
5. PUBLIC HEARINGS:
5.1. FIRST PUBLIC HEARING TO CONSIDER COMPOSITION OF DISTRICTS FOR BY-
DISTRICT ELECTIONS
Assistant City Attorney HongDao Nguyen introduced Center for Demographic Research Director Deborah Diep, who provided an overview. Staff and consultant responded to questions regarding ethnic demographics, map drawing process,state districting statutes, California Voting Rights Act demand letter, election sequencing, and fiscal impact. Mayor Hurt opened the public hearing and the following persons provided comment:
1. Anand Rao expressed concern with map submission process.
There were no other comments. Mayor Hurt closed the public hearing.
Recommended Action: Conduct first public hearing, receive and consider input from the public, provide further direction to staff.
Motion: Mayor Pro Tem Munzing moved and Councilmember Chun seconded to approve the recommended actions. Motion carried 4-0-1, with Councilmember Duncan absent. 18
Regular Meeting Minutes
5.2. REQUEST TO APPROVE CONDITIONAL USE PERMIT AND EXCEPTION PERMIT TO ESTABLISH A BATTING CAGE FACILITY WITH REDUCED PARKING BY 19 SPACES AT 6 JOURNEY, SUITE 100 (USE-2022-00011)
City Manager David Doyle introduced Senior Planner Rose Rivera, who provided an overview. Staff responded to questions regarding parking standards, suite location, and operations. Mayor Hurt opened the public hearing. There were no comments. Mayor Hurt closed the public hearing. Councilmembers commented on the matter.
Recommended Action:
1. Open and conduct a public hearing;
2. Find that the request is exempt from the California Environmental Quality Act pursuant to State CEQA Guidelines Sections 15301 (Existing Facilities); and
3. Adopt Resolution No. 2023-10 approving Conditional Use Permit and Exception Permit to establish a batting cage facility with reduced parking by 19 spaces at 6 Journey, Suite 100 (USE-2022-00011).
Motion: Councilmember Ackley moved and Councilmember Chung seconded to approve the recommended actions. Motion carried 4-0-1, with Councilmember Duncan absent.
5.3. APPROVAL OF A THIRD AMENDMENT TO THE FY 2020-2021 ANNUAL ACTION PLAN
FOR THE PROPOSED USE OF COMMUNITY DEVELOPMENT BLOCK GRANT -
CORONAVIRUS (CDBG-CV) FUNDS
City Manager David Doyle introduced Senior Planner Rose Rivera, who provided an overview. Community Development Director So Kim and Consultant Mike Linares provided additional information. Staff responded to questions regarding business grant program, and funding reports. Mayor Hurt opened the public hearing and th e following persons provided comment:
1. Diane Harkey expressed support for the allocation of funding to Family Assistance Ministries.
There were no other comments. Mayor Hurt closed the public hearing.
Recommended Action:
1. Conduct a public hearing;
2. Declare the City Council finds the Third Amendment to the FY 2020- 2021 Annual Action Plan is not subject to the California Environmental Quality Act (“CEQA”) as the activity is not a project defined in Section 15378(b)(5) of the state CEQA Guidelines;
3. Approve and adopt the Third Amendment to the FY 2020- 2021 Annual Action Plan for the use of Community Development Block Grant-Coronavirus (“CDBG-CV”) funds; and
4. Authorize the City Manager to submit the Third Amendment to the FY 2020- 2021 Annual Actio n Plan to the U.S. Department of Housing and Urban Development (“HUD”) and to execute the HUD contract and authorize the City Manager to submit all related documents with the implementation of the Action Plan Substantial Amendment. 19
Regular Meeting Minutes
Motion: Councilmember Chun moved and Councilmember Ackley seconded to approve the recommended actions. Motion carried 4-0-1, with Councilmember Duncan absent.
6. DISCUSSION:
None.
7. CITY MANAGER' S REPORT:
City Manager David Doyle announced registration spring recreation programs; registration and scholarship opportunities for Summer Camp programs; and Red Cross Blood Drive to be held April 12, 2023, from 12:00 p.m. to 6:00 p.m. at Aliso Viejo Ranch.
8. ANNOUNCEMENTS / COUNCIL COMMENTS / COMMITTEE UPDATES:
Councilmember Chun:
Observed OCFA equestrian rescue training
Participated in AVCA Spring Celebration
Participated in Red Cross Sound the Alarm Event
Commented on Meals on Wheels distribution site in Aliso Viejo Participated in Red Cross Dog Walk Challenge
Expressed appreciation to cities that recognized Red Cross Month Attended OCFA Board of Directors Meeting
Attended OCFA Legislative and Public Affairs Committee Meeting Councilmember Ackley:
Encouraged residents to visit Eureka!
Attended Little League games
Wished residents a safe spring break
Encouraged residents to register for Summer Camp programs Mayor Pro Tem Munzing:
Encouraged organ donation registration
Wished residents a happy Easter
Mayor Hurt:
Expressed appreciation to staff
Attended Soka Career Night
Attended Don Juan Avila Middle School Career Day
20
Regular Meeting Minutes
9. ADJOURNMENT: Mayor Hurt adjourned the meeting at 8:29 p.m. to the regularly scheduled meeting of April 19, 2023.
Respectfully submitted: Approved by:
________________________ ________________________
MITZI ORTIZ, MMC RICHARD HURT
CITY CLERK MAYOR
21 City of Aliso Viejo
AGENDA ITEM
DATE: April 19, 2023
TO: Mayor and City Council
FROM: Ann Eifert, Director of Financial Services
SUBJECT: ACCOUNTS PAYABLE
Recommended Action:
Ratify accounts payable checks and electronic funds transfers issued between March 17 and April 13, 2023, in the amount of $1,623,450.14.
Fiscal Impact:
Expenditures in the amount of $1,623,450.14.
Background:
The City issues accounts payable checks on bi-weekly basis and presents it to City Council for ratification at its next regularly scheduled City Council meeting.
Discussion:
The attached register containing checks and electronic funds transfers between March 17 and April 13, 2023, for a total of $1,623,450.14 is being presented for ratification. All payments have been made in compliance with the City’s purchasing policy and procedures. Payments have been reviewed and approved by the appropriate departmental staff. The issued accounts payable checks and electronic funds transfers have been reviewed and deemed in accordance with the fiscal year budget by the Director of Financial Services.
Attachment:
1. Accounts Payable Report
22 Accounts Payable
Description (Item)Vendor Name Amount
101 - GENERAL FUND
APR'23 LIFE INSURANCEUNITED OF OMAHA LIFE INSURANCE CO. 1,391.71 APR'23 CALPERS HEALTH PREMIUMCALPERS HEALTH 27,937.41
APR'23-COUNCIL-CALPERS HEALTH PREMIUMCALPERS HEALTH 3,478.57 FEB'23 ON-CALL TRAFFIC CONSULTANT SERVICESSTC TRAFFIC, INC 3,012.50 FEB'23 BBK-PA21-025/FENNELBEST BEST & KRIEGER 855.00
FEB'23 BBK-SDP2022-00001/COMMONSBEST BEST & KRIEGER 2,719.50 P#22-0523_26880 ALISO VIEJO PKWY_ESPLANDE BLDRSESPLANDE BUILDERS INC 1,500.00 JAN'23 CAA ENG 5004 MNWDCHARLES ABBOTT ASSOC INC 1,032.68 JAN'23 CAA ENG 5049 COX UTILITYCHARLES ABBOTT ASSOC INC 403.00 JAN'23 ENG 5064 CLEAR THOUGHT CORP.CHARLES ABBOTT ASSOC INC 327.44 JAN'23 CAA ENG 5003 COXCHARLES ABBOTT ASSOC INC 201.50
JAN'23 ENG 5067 WEBBS GRAINWORKSCHARLES ABBOTT ASSOC INC 654.88 JAN'23 CAA ENG 5005 SCE - SADDLEBACKCHARLES ABBOTT ASSOC INC 125.94 JAN'23 CAA ENG 5002 AT&TCHARLES ABBOTT ASSOC INC 75.56
JAN'23 CAA ENG 5008 THE GAS COMPANYCHARLES ABBOTT ASSOC INC 25.19 JAN'23 CAA ENG 5046 NX UTILITIESCHARLES ABBOTT ASSOC INC 201.50 JAN'23 CAA ENG 2230 15-25 ENTERPRISE GRADINGCHARLES ABBOTT ASSOC INC 453.38 JAN'23 CAA-7 COMPUTER STATIONS LEASE CREDITCHARLES ABBOTT ASSOC INC (300.00) FEB'23 CAA ENG 5049 COX UTILITYCHARLES ABBOTT ASSOC INC 50.38 FEB'23 ENG 2247 SUMMIT IV 15-25 ENTERPRISE LDSCPNGCHARLES ABBOTT ASSOC INC 75.56 FEB'23 CAA ENG 5005 SCE - SADDLEBACKCHARLES ABBOTT ASSOC INC 100.75 FEB'23 ENG 2230 15-25 ENTERPRISE GRADINGCHARLES ABBOTT ASSOC INC 100.75 FEB'23 ENG 2253 26501 ALISO CREEK LLA 23-01CHARLES ABBOTT ASSOC INC 375.27 FEB'23 CAA ENG 5004 MNWDCHARLES ABBOTT ASSOC INC 2,166.12 FEB'23 ENG 2251 26501 ALISO CREEK GRADINGCHARLES ABBOTT ASSOC INC 500.36 FEB'23 CAA ENG 5064 CLEAR THOUGHT CORPCHARLES ABBOTT ASSOC INC 428.19 FEB'23 CAA-7 COMPUTER STATIONS LEASE CREDITCHARLES ABBOTT ASSOC INC (300.00) FEB'23 SOLID WASTE COMPLIANCE AUDITHF&H CONSULTANTS LLC 2,497.50 JUL'23-MAY'24 VERKADA CAMERA LICENSESHI INTERNATIONAL CORP 19,607.50 BLDG PLUMBING PERMIT#21-1413 CONTRACTOR CANCELLEDCYNTHIA RIVAS 141.41 P#21-10-086-43 BEECH DR-PLATINUM POOL COMPANYPLATINUM POOL COMPANY 3,000.00 BLDR-23-00070_14 WINDFLOWER_AMERICAN SUPREME ROOF.AMERICAN SUPREME ROOFING 500.00 73,339.55
CITY COUNCIL
3/13 - RC - COUNCIL PORTRAITERIC SIMONSON 339.41
ICSC MEMBERSHIP DUES - MD & RHINTERNATIONAL COUNCIL OF SHOPPING CENTERS INC 250.00 NAME PLAQUE-COUNCIL MEMBER-MAX DUNCANA.B. GRAPHICS ARCHITECTURAL SIGNAGE INC. 72.37 CITY COUNCIL TOTAL: 661.78
CITY MANAGER
APR'23-PG-HEALTH PREMIUMCALPERS HEALTH 151.00
DD FY22-23 MMASC MEMBERSHIP RENEWALMMASC 90.00
2ND DEPOSIT FOR OCCMA JUNE 2023 GOLF RETREATALISO VIEJO COUNTRY CLUB 1,170.00 MO 3-07 EOC LUNCH WITH CHARLENE & DANAUS BANK PURCHASING CARD PROGRAM 75.88 CITY MANAGER TOTAL: 1,486.88
ECONOMIC DEVELOPMENT
FEB'23 BBK 89 PLAYA CIRCLEBEST BEST & KRIEGER 8,074.95
ECONOMIC DEVELOPMENT TOTAL: 8,074.95
HUMAN RESOURCES
PC 3/14-3/17/22 LCW CONF MILEAGE REIMB.PATRICIA CANTONWINE 100.87 EM 2-22 REC SPEC. INTERVIEW PANEL LUNCHUS BANK PURCHASING CARD PROGRAM 96.89 EM 2-22 REC SPEC. INTERVIEW PANEL COFFEEUS BANK PURCHASING CARD PROGRAM 20.45 MAR'23 TB TESTS & EMPLOYEE EXAMSSOUTH COAST MEDICAL GROUP 345.00 PC 2/24 SHRM FLIGHTS FOR APR'23US BANK PURCHASING CARD PROGRAM 361.50 PC 3/17 LCW CONF HOTEL FOR MAR'23US BANK PURCHASING CARD PROGRAM 792.46 PC 2/25 SHRM TRAINING - HOTEL FOR APR'23US BANK PURCHASING CARD PROGRAM 1,260.20 23 Description (Item)Vendor Name Amount
PC 2/24 SHRM TRAINING & TEST FEE FOR APR'23US BANK PURCHASING CARD PROGRAM 1,930.00 PC 3/15 LCW CONF DINNERUS BANK PURCHASING CARD PROGRAM 53.70 PC 3/16 LCW CONF DINNERUS BANK PURCHASING CARD PROGRAM 66.95 HUMAN RESOURCES TOTAL: 5,028.02
CITY CLERK
SHREDDING-MIN SVC CHARGE UP TO 10 BOXESSOUTHERN CALIFORNIA SHREDDING INC 85.00 LL-M.ORTIZ CITY OF BREA/FINANCE - OCCMA 1/4 & 3/1US BANK PURCHASING CARD PROGRAM 116.00 TOTAL COST OF GENERAL ELECTION ON 11/08/2022COUNTY OF ORANGE 57,401.79 MO-3/7-8&3/13&3/21-23 CALOES EOC TRNGS MI &TOLL REMITZI ORTIZ 217.83 MO 3-16 WOOD PLAQUES FOR COUNCIL AWARDSUS BANK PURCHASING CARD PROGRAM 425.55 MO 3-13 EOC TRAINING LUNCHUS BANK PURCHASING CARD PROGRAM 30.22 CITY CLERK TOTAL: 58,276.39
CITY ATTORNEY
FEB'23 BBK LEGAL SERVICES & COVID-19 RESPONSEBEST BEST & KRIEGER 23,288.00 FEB'23 BBK LEGAL SERVICES-CCBEST BEST & KRIEGER 858.60
FEB'23 BBK AGENDA REPORTSBEST BEST & KRIEGER 534.60
FEB'23 BBK LABOR & EMPLOYMENTBEST BEST & KRIEGER 1,596.30 FEB'23 BBK LABOR/BENEFITSBEST BEST & KRIEGER 1,471.10
FEB'23 MAJOR GENERAL PLAN UPDATE-SPECIAL PROJECTSBEST BEST & KRIEGER 1,116.00 FEB'23 BBK NPDESBEST BEST & KRIEGER 306.90
FEB'23 BBK GENERAL LITIGATIONBEST BEST & KRIEGER 1,896.10 FEB'23 BBK - TOWN CTR SPECIFIC PLANBEST BEST & KRIEGER 2,883.40 CITY ATTORNEY TOTAL: 33,951.00
FINANCE
APR'23 CALPERS ADMIN FEECALPERS HEALTH 98.15
APR'23 CALPERS ADMIN FEECALPERS HEALTH 11.48
JAN'23 PARS REP FEESPARS 300.00
FEB'23 CITY AUDIT FEDERAL AWARDSROGERS ANDERSON MALODY & SCOTT LLP 6,500.00 APR'23 CASH COURIER SERVICE CITY HALLGARDAWORLD 476.25
#10 WINDOW ENVELOPES - RECYCLED PAPER VER.IPROMOTEU.COM INC 849.79 JAN-MAR'23 CUSTODIAN CHARGESUS BANK N.A. - CUSTODY 793.75 JAN-MAR'23 SALES TAX RECOVERY SERVICEHINDERLITER DE LLAMAS & ASSOCIATES 233.97 JAN-MAR'23 SALES TAX CONTRACT SERVICEHINDERLITER DE LLAMAS & ASSOCIATES 1,662.45 FINANCE TOTAL: 10,925.84
INFORMATION TECHNOLOGY
MAR'23 INTERNET #0202 TV/CABLE - CITYHALLCOX COMMUNICATIONS, INC 178.10 MAR'23 ACCT #8802 CITY HALL INTERNET-FIBER 600MBCOX COMMUNICATIONS, INC 1,500.00 RC 3-12-23 ELECTRONIC DEVICE REIMBURSEMENTROSS CHUN 1,510.34 3/13/23-3/12/24-EOC SATELLITE PHONES-1800 MIN/PHGLOBALSTAR USA LLC 3,278.41 APR'23 NETWORK SUPPORT & SECURITYNATHAN M KEETER 416.67 JUL-AUG'22 ENERGOV ELM AND ASST MGMT SERVICESGO LIVE TECHNOLOGY INC 1,890.00 SEP'22 ENERGOV ELM AND ASST MGMT SERVICESGO LIVE TECHNOLOGY INC 675.00 OCT'22 ENERGOV ELM AND ASST MGMT SERVICESGO LIVE TECHNOLOGY INC 720.00 NOV'22 ENERGOV ELM AND ASST MGMT SERVICESGO LIVE TECHNOLOGY INC 180.00 MAR'23 CH-ALARM/POTS LINEAT&T 3,036.20
MAR'23 AT&T ELEVATOR LINE - CITY HALLAT&T 1,565.36
JUN'23 VERKADA CAMERA LICENSESHI INTERNATIONAL CORP 1,782.50 IA 2/28 EOC YOUTUBE SUBSCRUS BANK PURCHASING CARD PROGRAM 64.99 IA 2/24 ESRI ARC-GIS BLOCK OF 1000US BANK PURCHASING CARD PROGRAM 360.00 IA 2/24 ESRI ARC-GIS BLOCK OF 1000US BANK PURCHASING CARD PROGRAM 360.00 IA 3/16 WAITWHILE SUBSCRIPTIONUS BANK PURCHASING CARD PROGRAM 159.00 IA 3/8 GODADDY IMAGINETOWNCENTER.COMUS BANK PURCHASING CARD PROGRAM 20.17 APR'23 CH GOTO VOIP SERVICE & SUPPORTGOTO COMMUNICATIONS 1,990.56 MAR'23 CH MICROSOFT 365 E3 LICENSES & SUPTANGENT COMPUTERS INC 2,999.86 APR'23 OFFSITE BACKUP STORAGELUNAVI, INC 1,252.06
MAR'23 ACCT#9302 SERVER ROOMCOX COMMUNICATIONS, INC 85.39 RC 3-8 DUAL MONITOR DESK MNT HEAVY DUTY FULLY ADJUS BANK PURCHASING CARD PROGRAM 49.55 RC 2-26 BODNO PREM CR80 30 MIL GRAPHIC QTY PVC CRDUS BANK PURCHASING CARD PROGRAM 53.86 INFORMATION TECHNOLOGY TOTAL: 24,128.02
NON-DEPARTMENTAL
3/02-CH BOTTLED WATER SERVICE 11 CASES+LATE CHARGEDS SERVICES OF AMERICA, INC 113.08 MAR'23 RICOH 2504 (BACK OFFICE)-COPIESRICOH USA 66.44
MAR'23 VISTA LANDSCAPE MAINTENANCENIEVES LANDSCAPE INC 1,028.96 24 Description (Item)Vendor Name Amount
3/02/23-COUNCIL MAIL_RC&TAFEDERAL EXPRESS 28.90
FEB'23 MOTORCYCLE FUELVOYAGER FLEET SYSTEMS INC 612.59
2023 CITYWIDE GEARMANHATTAN STITCHING COMPANY INC 2,743.32 FEB'23 MTR#2206 VISTAMOULTON NIGUEL WATER DIST 194.81
KB SUMP PUMP FOR DRAINING VISTA PLYGRND WTRUS BANK PURCHASING CARD PROGRAM 117.45 KB WIPERS FOR REC RANCH POOL CARUS BANK PURCHASING CARD PROGRAM 66.23 LL-CC DINNER 3/1 OC WINEMART&3/15 SGT.PEPP(&CRDT)US BANK PURCHASING CARD PROGRAM 471.16 LL-COSTCO DELIVERYUS BANK PURCHASING CARD PROGRAM 256.10 SP 2-23 RAV4 HOSE REPAIRUS BANK PURCHASING CARD PROGRAM 343.37 APR'23 - RECORDS OFF SITE STORAGECERTIFIED RECORDS MANAGEMENT 483.04 APR'23 RICOH C5200S LEASERICOH USA 725.07
APR'23 RICOH C5200S LEASERICOH USA 4.85
MAR '23-CH-COFFEE/WATER FILTRATION & FLTR SVCNESTLE WATERS NORTH AMERICA 53.83 PLATE & BADGE-J JONESJ&M TROPHIES INC 40.46
APR'23 RICOH 2504EX (FRONT COUNTER)-COPIESRICOH USA 294.34 APR'23 RICOH 2504EX SUITE 200-COPIESRICOH USA 22.05
MAR'23 - COPY&BREAKROOM SUPPLIES NON DEPARTMENTALSTAPLES ADVANTAGE 588.28 3/30/23-CITY TILE PLAQUE_SPVSR FOLEYFEDERAL EXPRESS 26.33 SPRING 2023 BANNERS REMOVALVIGICABI INC 1,400.00
NON-DEPARTMENTAL TOTAL: 9,680.66
C. S. ADMINISTRATION
APR'23-DP-HEALTH PREMIUMCALPERS HEALTH 151.00
APR'23-HW-HEALTH PREMIUMCALPERS HEALTH 151.00
NL BREAKROOM COFFEE MAKER AND FILTERUS BANK PURCHASING CARD PROGRAM 166.95 NL CHAIR SLIDESUS BANK PURCHASING CARD PROGRAM 74.50
SPRING 2023 RECREATION BROCHURE 44PGS + COVERADVANTAGE MAILING, LLC 27,429.94 EM 3-01 CPRS JOB POSTING REC AND SENIOR REC LEADERUS BANK PURCHASING CARD PROGRAM 125.00 JB 3-01 AMAZON MOVIE & WORKSHOP SUPPLIESUS BANK PURCHASING CARD PROGRAM 61.46 JB 3-10 DOMINO'S TREASURE HUNTERS WORKSHOPUS BANK PURCHASING CARD PROGRAM 21.52 JB 3-04 HIRING FAIR STAFF BREAKFASTUS BANK PURCHASING CARD PROGRAM 27.50 JB 3-17 TARGET RANCH CLEANING SUPPLIES & MOVIEUS BANK PURCHASING CARD PROGRAM 72.68 JB 3-17 SMART & FINAL BREAKROOM SUPPLIESUS BANK PURCHASING CARD PROGRAM 58.43 MO 2-28 META ADS FOR SUMMER CAMP & HIRING FAIRUS BANK PURCHASING CARD PROGRAM 76.94 4/29/23 JAMFEST EVENT-10X10 EZ UP W/SANDBAGS RENTROMAN CHAVEZ 990.00 C. S. ADMINISTRATION TOTAL: 29,406.92
IGLESIA PARK
MAR'23 IGLESIA LANDSCAPE MAINTENANCENIEVES LANDSCAPE INC 6,846.00 FEB'23 ACCT#7997 IGLESIA PARKSO CAL EDISON 161.96
FEB'23 MTR#3499 IGLESIA PARKEL TORO WATER DISTRICT 386.79 FEB'23 MTR#4114 IGLESIA PARKEL TORO WATER DISTRICT 358.17 MAR'23 IGLESIA PARK MAINTENANCEPV MAINTENANCE INC 712.00 IGLESIA PARK TOTAL: 8,464.92
IGLESIA BUILDING
MAR'23 IGLESIA JANITORIAL SERVICESTEAM ONE MANAGEMENT SERVICES 950.00 MAR'23 PEST CONTROL SERVICES IGLESIA PARKZAPP PEST MANAGEMENT 75.00 MAR'23 IGLESIA JANITORIAL SUPPLIESGORM, INC 33.15
FEB'23 ACCT#7997 IGLESIA BLDGSO CAL EDISON 926.18
FEB'23 MTR#5016 IGLESIA BLDGEL TORO WATER DISTRICT 223.46 KB CARBON MONOXIDE MONITOR FOR IGLESIA BLDGUS BANK PURCHASING CARD PROGRAM 64.62 IGLESIA BUILDING TOTAL: 2,272.41
IGLESIA PARK COMMUNITY CENTER
FEB'23 ELEMENTARY & TEEN KEYSTONE PROGRAMBOYS & GIRLS CLUB OF CAPISTRANO VALLEY 13,084.71 IGLESIA PARK COMMUNITY CENTER TOTAL: 13,084.71
PLANNING
APR'23-MF-HEALTH PREMIUMCALPERS HEALTH 151.00
FEB'23 AFFORD. HOUSING CONSULTANT SERVICESREBECCA J CAHA 2,250.00 SK 3-3 APA CONFERENCE AND LUNCHEONUS BANK PURCHASING CARD PROGRAM 40.00 SK 3-7 CPTED TRAINING FOR PLANNING DPTUS BANK PURCHASING CARD PROGRAM 1,785.00 SK 2-22 APA MEMBERSHIPUS BANK PURCHASING CARD PROGRAM 350.00 FEB'23 HOUSING ELEMENT CONSULTANTAMBER GREGG NICHOLAS 15,750.00 MAR'23 HOUSING ELEMENT CONSULTANTAMBER GREGG NICHOLAS 8,832.50 IA 3/1 CONSTANTCONTACT.COM SUBSCRUS BANK PURCHASING CARD PROGRAM 45.00 PLANNING TOTAL: 29,203.50
25 Description (Item)Vendor Name Amount
BUILDING
JAN'23 CAA BUILDING SERVICESCHARLES ABBOTT ASSOC INC 43,030.23 FEB'23 CAA BUILDING SERVICESCHARLES ABBOTT ASSOC INC 42,280.12 BUILDING TOTAL: 85,310.35
CODE ENFORCEMENT
COMMUNITY DEVELOPMENT UNIFORMSMANHATTAN STITCHING COMPANY INC 310.32 JAN'23 CAA CODE ENFORCEMENTCHARLES ABBOTT ASSOC INC 7,498.73 FEB'23 CAA CODE ENFORCEMENTCHARLES ABBOTT ASSOC INC 7,110.51 CODE ENFORCEMENT TOTAL: 14,919.56
ENGINEERING (GENERAL)
PUBLIC WORKS UNIFORMSMANHATTAN STITCHING COMPANY INC 600.17 SP 3-8 APWA ANNUAL MEMBERSHIPUS BANK PURCHASING CARD PROGRAM 286.25 APR'23 WAREHOUSE LEASEPV MAINTENANCE INC 1,035.00
JAN'23 CAA NPDES COSTSCHARLES ABBOTT ASSOC INC 13,523.52 JAN'23 CAA SOLID WASTECHARLES ABBOTT ASSOC INC 6,982.30 JAN'23 CAA PW ENGINEERING-ADMINCHARLES ABBOTT ASSOC INC 1,550.28 FEB'23 CAA NPDES COSTSCHARLES ABBOTT ASSOC INC 12,130.52 FEB'23 CAA SOLID WASTECHARLES ABBOTT ASSOC INC 6,395.72 FEB'23 CAA PW ENGINEERING-ADMINCHARLES ABBOTT ASSOC INC 378.22 ENGINEERING (GENERAL) TOTAL: 42,881.98
STREET MAINTENANCE
MAR'23 STREET MAINTENANCE (45%)PV MAINTENANCE INC 21,385.26 JAN'23 CAA STREET MAINTENANCECHARLES ABBOTT ASSOC INC 4,670.46 JAN'23 ENCROACHMENT PERMITSCHARLES ABBOTT ASSOC INC 403.00 FEB'23 CAA STREET MAINTENANCECHARLES ABBOTT ASSOC INC 1,360.13 STREET MAINTENANCE TOTAL: 27,818.85
LAW ENFORCEMENT-CONTRACT
APR'23 CONTRACT PAYMENT CREDITCOUNTY OF ORANGE (2,064.88) APR'23 LIC GRANT REIMBURSEMENT CFM#2223-525COUNTY OF ORANGE (470.76) APR'23 LAW ENFORCEMENTCOUNTY OF ORANGE 798,643.94
APR'23 BODY WORN CAMERACOUNTY OF ORANGE 13,912.44
MAR'23 LAW ENFORCEMENTCOUNTY OF ORANGE 6.77
APR'23 IN CAR VIDEOCOUNTY OF ORANGE 7,823.85
LAW ENFORCEMENT-CONTRACT TOTAL: 817,851.36
LAW ENFORCEMENT-OTHER
02/19-03/04/23 410 HRS-CROSSING GUARD SERVICEALL CITY MANAGEMENT SERVICES 11,935.10 FEB'23 MOTORCYCLE FUEL - AVPSVOYAGER FLEET SYSTEMS INC 483.17 OCT'22 RADIO REPAIRSCOUNTY OF ORANGE 162.10
LAW ENFORCEMENT-OTHER TOTAL: 12,580.37
EOC
SL CESA CONFERENCEUS BANK PURCHASING CARD PROGRAM 724.00 SL CHIC FIL A CERT ACADEMY FOOD CLASS 5US BANK PURCHASING CARD PROGRAM 492.60 SL SUBWAY CERT ACADEMY FOOD CLASS 7US BANK PURCHASING CARD PROGRAM 394.16 SL SGT PEP CERT ACADEMY FOOD CLASS 3US BANK PURCHASING CARD PROGRAM 364.10 SL CORNER BAKERY CERT ACADEMY FOOD CLASS 1US BANK PURCHASING CARD PROGRAM 315.00 SL HOME DEPOT CERT ACADEMY SUPPLIESUS BANK PURCHASING CARD PROGRAM 160.98 SL RALPHS CERT ACADEMY WATERS AND SNACKS CLASS 1US BANK PURCHASING CARD PROGRAM 50.89 SL CERT ACADEMY FOOD WATERS AND SNACKS CLASS 3US BANK PURCHASING CARD PROGRAM 47.55 SL RALPHS CERT ACADEMY WATERS AND SNACKS CLASS 7US BANK PURCHASING CARD PROGRAM 35.45 SL CERT ACADEMY FOOD WATERS AND SNACK CLASS 5US BANK PURCHASING CARD PROGRAM 19.96 SL RALPHS CERT ACADEMY ICEUS BANK PURCHASING CARD PROGRAM 8.60 SL WALGREENS CERT ACADEMY SUPPLIESUS BANK PURCHASING CARD PROGRAM 5.58 MAR'23 EOC OFFICE SUPPLIESSTAPLES ADVANTAGE 171.26
MAR'23 CRIME PREVENTION OFFICE SUPPLIESSTAPLES ADVANTAGE 123.92 EOC TOTAL: 2,914.05
GENERAL FUND TOTAL: 1,312,262.07
102 - GEN. FD-CITY HALL
NON-DEPARTMENTAL
MAR'23 CITY HALL JANITORIAL SERVICESTEAM ONE MANAGEMENT SERVICES 3,330.00 MAR'23 PEST CONTROL SERVICES CITY HALLZAPP PEST MANAGEMENT 75.00 MAR'23 CITY HALL PLANT MAINTENANCEFOSTERS' GARDENS INC 115.00 26 Description (Item)Vendor Name Amount
MAR'23 CITY HALL LANDSCAPE MAINTENANCENIEVES LANDSCAPE INC 678.00 APR-JUN'23 35 PLAYA MASTER HOA FEESALISO VIEJO COMMUNITY ASSOCIATION 125.12 APR-JUN'23 38 COLONIAL WAY HOA FEES + LATE FEEVANTIS MAINTENANCE CORPORATION 1,097.01 FEB'23 MTR#6010 CITY HALLMOULTON NIGUEL WATER DIST 85.59 FEB'23 MTR#7051 CITY HALLMOULTON NIGUEL WATER DIST 336.23 FEB'23 MTR#8510 CITY HALLMOULTON NIGUEL WATER DIST 170.52 KB HOMEDEPOT - CARPET GLUE FOR REPAIRUS BANK PURCHASING CARD PROGRAM 63.53 KB WALMART - CITY HALL CARPET SQARES INF NEEDLESUS BANK PURCHASING CARD PROGRAM 3.10 KB AMAZON - JANITORIAL SUPPLY FOR CITY HALLUS BANK PURCHASING CARD PROGRAM 53.59 KB HOMEDEPOT - STICKY TABS FOR UPSTAIRS SIGNSUS BANK PURCHASING CARD PROGRAM 12.92 MAR'23 MTR#7181 38 COLONIAL LATE FEEMOULTON NIGUEL WATER DIST 15.00 JAN'23 MTR#7181 38 COLONIALMOULTON NIGUEL WATER DIST 38.85 NOV'22 MTR#7181 38 COLONIALMOULTON NIGUEL WATER DIST 38.85 DEC'22 MTR#7181 38 COLONIALMOULTON NIGUEL WATER DIST 41.03 FEB'23 MTR#7181 38 COLONIALMOULTON NIGUEL WATER DIST 40.75 MAR'23 MTR#7181 38 COLONIALMOULTON NIGUEL WATER DIST 40.75 FY22-23 CH AQMD GENERATOR G43862 PERMIT FEESOUTH COAST AIR QUALITY MGMT DIST 468.76 FY22-23 AQMD EMISSIONS FEESOUTH COAST AIR QUALITY MGMT DIST 151.85 MAR'23 CH LOCKS SERVICEENTRY CONTROL, INC 186.89
APR'23 CITY HALL HOA FEESPACIFIC PARK II ASSOCIATION 347.27 APR-JUN'23 CITY HALL MASTER HOA FEESALISO VIEJO COMMUNITY ASSOCIATION 1,787.77 MAR'23 ACCT#4556 38 COLONIALSO CAL EDISON 45.51
MAR'23 ACCT#7189 CITY HALLSO CAL EDISON 4,902.13
MAR'23 MTR#6544 CITY HALLTHE GAS COMPANY 946.43
04/17/23-04/16/24 CH CHARGING STATION NETWORK SRVSEMACONNECT INC 240.00 NON-DEPARTMENTAL TOTAL: 15,437.45
GEN. FD-CITY HALL TOTAL: 15,437.45
103 - GF-AV RECREATION SERVICES
FACILITY RENTAL - CARMEN TREVINO CANCELLATIONCARMEN TREVINO 700.00 REFUND FEE - CARMEN TREVINO CANCELLATIONCARMEN TREVINO (286.00) 414.00
RECREATION SERVICES
AVR-REPLACEMENT TABLEMITY-LITE INC 567.88
AWS190 - 7 PART. - 2ND HALF PAYMENTMUSIC MOVES ACADEMY INC 315.00 MAR'23 PEST CONTROL SERVICES RANCHZAPP PEST MANAGEMENT 95.00 WINTER 2023-AWS100-AWS097-AWS094-AWS058-17 PART.JOHN DAVID ALLEN JR 481.80 MAR'23 RANCH PLANT MAINTENANCEFOSTERS' GARDENS INC 110.00 MAR'23 RANCH LANDSCAPE MAINTENANCENIEVES LANDSCAPE INC 2,262.67 FEB'23 MTR#0819 FARMMOULTON NIGUEL WATER DIST 95.75
FEB'23 MTR#0973 RANCHMOULTON NIGUEL WATER DIST 85.59
FEB'23 MTR#5356 RANCHMOULTON NIGUEL WATER DIST 336.23
FEB'23 MTR#7892/6534 RANCHMOULTON NIGUEL WATER DIST 591.47 JAN'23 MTR#1100 FARMMOULTON NIGUEL WATER DIST 112.29
KB AMAZON - NO DUMPING SIGN FOR RANCH TRASH CANSUS BANK PURCHASING CARD PROGRAM 62.38 KB HOMEDEPOT - HARDWARE FOR RANCHUS BANK PURCHASING CARD PROGRAM 83.67 KB MCFADDEN-DALE - RANCH TABLE DOLLY WHEELSUS BANK PURCHASING CARD PROGRAM 101.93 KB HOMEDEPOT - HARDWARE FOR OWL BOX INSTALLATIONUS BANK PURCHASING CARD PROGRAM 60.49 KB AMAZON - CLAMPS FOR OWL BOXESUS BANK PURCHASING CARD PROGRAM 28.00 KB DENAULTS - RANCH DOLLY CART REPAIRUS BANK PURCHASING CARD PROGRAM 25.43 KB HOMEDEPOT - SIGN HARDWARE FOR INSTALLATIONUS BANK PURCHASING CARD PROGRAM 25.03 KB HOMEDEPOT - FIREBLOCK FOR RANCH STORAGE SHEDUS BANK PURCHASING CARD PROGRAM 42.97 KB LEDSUPPLY - TRANSFORMERS FOR FARM LIGHTSUS BANK PURCHASING CARD PROGRAM 128.64 KB AMAZON - TRANSFORMERS FOR FARM LIGHTSUS BANK PURCHASING CARD PROGRAM 78.54 KB HOMEDEPOT - WATER PROOF CONNECTORS FOR LIGHTSUS BANK PURCHASING CARD PROGRAM 33.03 NL FACILITY TRASH BARRELSUS BANK PURCHASING CARD PROGRAM 1,956.00 3/10/23 AV RANCH FIRE SUPPRESSION INSPECTIONMASTER PROTECTION LP 350.00 MAR'23 AV RANCH MAINTENANCEPV MAINTENANCE INC 905.13
WINTER23-AWS025-26-13-14-77-78-22-23-40 PARTICIPEVER AFTER EVENT PRODUCTIONS LLC 2,386.80 WINTER 2023-AWS126-AWS128-AWS082-AWS195-16 PART.FITNESS WITH FLAVOR LLC 787.80 WINTER 2023-AWS149-AWS150-15 PARTICIPANTSSKYHAWKS SPORTS ACADEMY, INC 1,233.00 WINTER 2023-AWS178-AWS179-5 PARTICIPANTSM B B & D LLC 850.20 APR'23 CASH COURIER SERVICE RANCHGARDAWORLD 413.62
MAR'23 AVR-ALARM/POTS LINEAT&T 1,012.07
27 Description (Item)Vendor Name Amount
WINTER 2023-AWS103-1 PARTICIPANTWADORYU USA INC 49.00
WINTER 2023-AWS146-1 PARTICIPANTSARA GUTIERREZ 72.00
WINTER 2023-AWS002-5 PARTICIPANTSREADWRITE EDUCATIONAL SOLUTIONS INC 915.00 WINTER 2023-AWS109-5 PARTICIPANTSCLICKSTART DOG TRAINING ACADEMY, LLC 1,035.00 WINTER 2023-AWS028-4 PARTICIPANTSJENNIFER BALES 180.00
WINTER 2023-AWS156-158-160-162-48 PARTICIPANTSCAROLYN WOJCIECHOWSKI 1,338.00 WINTER 2023-AWS201-AWS199-9 PARTICIPANTSRUIHONG LI 459.00 03/15/23 AVR BOTTLED WATER SERVICESDS SERVICES OF AMERICA, INC 31.37 MAR'23 RANCH+FARM JANITORIAL SERVICESTEAM ONE MANAGEMENT SERVICES 5,300.00 WINTER 2023-AWS211-AWS209-9 PARTICIPANTSERNA VAN DYK 612.00 WINTER 2023-AWS065-9 PARTICIPANTSLAURELINDA HAUKSSON 567.00 WINTER 2023-AWS011-5 PARTICIPANTSJULES S. MOSS 390.00
WINTER 2023-AWS098-AWS095-AWS059-18 PARTICIPANTSJOHN DAVID ALLEN JR 487.20 WINTER 2023-AWS045-4 PARTICIPANTSOC PLAYBALL EPC 201.60 WINTER 2023- AWS130-AWS120-3 PARTICIPANTSROXANNE BELL 168.00 WINTER2023-AWS089-9 PARTICIPANTSBREAKTHROUGH SPORTS LLC 394.20 WINTER 2023-AWS050-054-055-056-092-28 PARTICIPANTROUND STAR WEST, LLC 2,100.00 WINTER 2023-AWS038-040-042-030-032-034-036-36 PARTUMBLE-N-KIDS, INC 1,788.00 WINTER 2023-AWS187-16 PARTICIPANTSRACHEL M WESTFALL 528.00 MAR'23 AVR EVENT SECURITY SERVICESLYONS SECURITY SERVICE IN 3,390.00 JAN-MAR'23 RICOH C2500 AVR-COPIESRICOH USA 369.81
MAR'23 AVR FIRST AID SERVICESCINTAS CORPORATION NO. 2 168.43 APR'23 RANCH OFFICE SUPPLIESSTAPLES ADVANTAGE 98.53
APR'23 AVR GOTO VOIP SERVICE & SUPPORTGOTO COMMUNICATIONS 663.52 MAR'23 AVR MICROSOFT 365 E3 LICENSES & SUPTANGENT COMPUTERS INC 529.39 JAN'23 MTR#0958 RANCHMOULTON NIGUEL WATER DIST 106.95
MAR'23 ACCT#4551 FARMSO CAL EDISON 676.29
RECREATION SERVICES TOTAL: 38,236.70
GF-AV RECREATION SERVICES TOTAL: 38,650.70
203 - GAS TAX
TRAFFIC ENGINEERING
MAR'23 HUMMINGBIRD LANE TRAFFIC CALMING REVIEWRK ENGINEERING GROUP INC 800.00 TRAFFIC ENGINEERING TOTAL: 800.00
STREET MAINTENANCE
MAR'23 PACIFIC PARK AND LA PAZ SWITCH REPAIRBEAR ELECTRICAL SOLUTIONS INC 1,680.00 FEB'23 TRAFFIC SIGNAL MAINTENANCE RESPONSEBEAR ELECTRICAL SOLUTIONS INC 5,950.18 FEB'23 TRAFFIC SIGNAL MAINTENANCE ROUTINEBEAR ELECTRICAL SOLUTIONS INC 3,162.60 MAR'23 MEDIANS LANDSCAPE MAINTENANCENIEVES LANDSCAPE INC 1,586.00 EM 2-13 PW TRUCK BED COATINGUS BANK PURCHASING CARD PROGRAM 32.26 EM 2-9 STREET MAINT. SUPPLIESUS BANK PURCHASING CARD PROGRAM 284.61 FEB'23 ACCT#6953 ST LGHTS & TRAFFIC CTRLRSSAN DIEGO GAS & ELECTRIC 2,568.74 FEB'23 MTR#5675 CALLE CORTEZEL TORO WATER DISTRICT 90.53 JAN'23 MTR#2066 MEDIANSMOULTON NIGUEL WATER DIST 76.63
JAN'23 MTR#6544 MEDIANSMOULTON NIGUEL WATER DIST 484.04 JAN'23 MTR#8838 MEDIANSMOULTON NIGUEL WATER DIST 208.70 MAR'23 STREET MAINTENANCE (GAS - 55%)PV MAINTENANCE INC 26,137.54 MAR'23 STREET SWEEPING SERVICESR F DICKSON CO INC 8,668.66 APR'23 DATABASE MAINT. + 19 TICKETSUNDERGROUND SERVICE ALERT OF SOUTHERN CA 43.25 LED SAFETY LIGHTBAR AND INSTALLATION FOR PW TRUCKCOMPUTER DEDUCTIONS INC 3,294.52 MAR'23 ACCT#6377 LS2 ST LGHTSSO CAL EDISON 1,291.68
MAR'23 ACCT#7241 LS1 ST LGHTSSO CAL EDISON 16,922.25
MAR'23 ACCT#8254 TC1 ST LGHTSSO CAL EDISON 3,450.14
STREET MAINTENANCE TOTAL: 75,932.33
GAS TAX TOTAL: 76,732.33
215 - PUBLIC SAFETY GRANTS
LAW ENFORCEMENT-OTHER
APR'23 AUTOMATED FINGERPRINT IDENTIFICATION SYSTEMCOUNTY OF ORANGE 1,904.00 APR'23 E CITATION REPLACEMENT COSTSCOUNTY OF ORANGE 91.82 APR'23 E CITATION RECURRING COSTSCOUNTY OF ORANGE 291.45 APR'23 MOTORCYCLE REPLACEMENT COSTSCOUNTY OF ORANGE 65.92 APR'23 MDC RECURRINGCOUNTY OF ORANGE 4,043.58
28 Description (Item)Vendor Name Amount
APR'23 MDC REPLACEMENTCOUNTY OF ORANGE 1,550.49
LAW ENFORCEMENT-OTHER TOTAL: 7,947.26
PUBLIC SAFETY GRANTS TOTAL: 7,947.26
241 - TECHNOLOGY FUND
GEN-TECHNOLOGY GRANTS
APR-JUN'23 GRANICUS WEBSTREAMINGGRANICUS INC 4,171.93
MAR'23-CC MTG3/1&3/15 SPRTSZN21-24 SITEVSTS&ADMINERIC WINTER 1,243.21 GEN-TECHNOLOGY GRANTS TOTAL: 5,415.14
TECHNOLOGY FUND TOTAL: 5,415.14
245 - DEVELOPMENT IMPACT
GEN-DEVELOPMENT IMPACT
APR-JUN'23 38 COLONIAL HOA FEESALISO VIEJO COMMUNITY ASSOCIATION 171.78 APR-JUN'23 38 COLONIAL WAY HOA FEES + LATE FEEVANTIS MAINTENANCE CORPORATION 65.21 GEN-DEVELOPMENT IMPACT TOTAL: 236.99
DEVELOPMENT IMPACT TOTAL: 236.99
261 - CITY FAC.-AQUATIC CENTER
APR'23- AQ CTR MANAGEMENT RETENTIONPREMIER AQUATIC SERVICES (1,208.30) -1,208.30
GEN-AQUATIC CENTER
MAR'23 PEST CONTROL SERVICES AQCZAPP PEST MANAGEMENT 75.00 MAR'23 AQC JANITORIAL SERVICESTEAM ONE MANAGEMENT SERVICES 2,479.15 MAR'23 AQC LANDSCAPE MAINTENANCENIEVES LANDSCAPE INC 912.48 APR-JUN'23 AQC FIRE ALARM MONITORINGALARM CONNECTIONS, LLC 152.88 FEB'23 AQC POOL CHEMICALS - SODIUM BICARB.HASA INC 214.21 FEB'23 MTR#2996 AQCMOULTON NIGUEL WATER DIST 233.49
KB HOMEDEPOT - CHAIN LINK FOR AQ CENTER FIRE RISERUS BANK PURCHASING CARD PROGRAM 31.03 KB HOMEDEPOT - AQ CENTER TOOLS FOR EQ INSTALLATIONUS BANK PURCHASING CARD PROGRAM 22.56 APR'23 CASH COURIER SERVICE AQUATIC CENTERGARDAWORLD 476.24 APR'23-AQ CTR MANAGEMENT FEESPREMIER AQUATIC SERVICES 12,083.00 MAR'23 AQC POOL CHEMICALS - CHLORINE + IBCHASA INC 1,181.44 FEB'23 MTR#6054 AQCMOULTON NIGUEL WATER DIST 240.00
MAR'23 ACCT#6701 AQC INTERNETCOX COMMUNICATIONS, INC 504.69 MAR'23 MTR#2349 AQCTHE GAS COMPANY 3,574.19
GEN-AQUATIC CENTER TOTAL: 22,180.36
CITY FAC.-AQUATIC CENTER TOTAL: 20,972.06
311 - STREET IMPROVEMENTS
JAN'23 #135 FY22-23 SLURRY SEAL RETENTIONALL AMERICAN ASPHALT (5,782.50) -5,782.50
TRAFFICE SAFETY
LOS ALISOS TSSP PROJECT - LOCAL SHAREOCTA 10,561.36
TRAFFICE SAFETY TOTAL: 10,561.36
STREETS & HIGHWAYS
FEB'23 #136 ALISO CREEK REHAB INSPECTIONSCIVIL SOURCE, AN NV5 COMPANY 1,040.00 JAN'23 #135 FY22-23 SLURRY SEALALL AMERICAN ASPHALT 115,650.00 MAR'23 #134 ALISO CREEK RD REHAB-ENT/SR73 FED SUP.LOCAL AGENCY ENGINEERING, INC 401.00 STREETS & HIGHWAYS TOTAL: 117,091.00
STREET IMPROVEMENTS TOTAL: 121,869.86
331 - CAPITAL IMPROVEMENTS
CAPITAL IMPROVEMENTS
SUITE 200 CONFERENCE TABLE POWER MODULESINTERIOR OFFICE SOLUTIONS, INC 1,010.69 CAPITAL IMPROVEMENTS TOTAL: 1,010.69
CAPITAL IMPROVEMENTS TOTAL: 1,010.69
29 Description (Item)Vendor Name Amount
411 - DEBT SERVICE
DEBT SERVICE
FY21-22 ANNUAL COP DISCLOSURE REPORTKOPPEL & GRUBER PUBLIC FIN. 2,205.14 DEBT SERVICE TOTAL: 2,205.14
DEBT SERVICE TOTAL: 2,205.14
731 - CFD 2005-01
TRUST FUND
FY 22-23 CFD ADMINISTRATION FEETHE BANK OF NEW YORK 1,345.00 JAN-MAR'23 CFD ADMIN SERVICESKOPPEL & GRUBER PUBLIC FIN. 2,143.45 TRUST FUND TOTAL: 3,488.45
CFD 2005-01 TOTAL: 3,488.45
741 - RENEWABLE FARMS
MAR'23 RENEWABLE FARMS RETENTIONAARON FLORA (1,913.50)
-1,913.50
RECREATION SERVICES
MAR'23 RENEWABLE FARMS PAYMENTAARON FLORA 19,135.50
RECREATION SERVICES TOTAL: 19,135.50
RENEWABLE FARMS TOTAL: 17,222.00
GRAND TOTAL: 1,623,450.14
Fund Summary
Payment AmountFund Expense Amount
101 - GENERAL FUND 1,312,262.071,312,262.07
102 - GEN. FD-CITY HALL 15,437.4515,437.45
103 - GF-AV RECREATION SERVICES 38,650.7038,650.70
203 - GAS TAX 76,732.3376,732.33
215 - PUBLIC SAFETY GRANTS 7,947.267,947.26
241 - TECHNOLOGY FUND 5,415.145,415.14
245 - DEVELOPMENT IMPACT 236.99236.99
261 - CITY FAC.-AQUATIC CENTER 20,972.0620,972.06
311 - STREET IMPROVEMENTS 121,869.86121,869.86
331 - CAPITAL IMPROVEMENTS 1,010.691,010.69
411 - DEBT SERVICE 2,205.142,205.14
731 - CFD 2005-01 3,488.453,488.45
741 - RENEWABLE FARMS 17,222.0017,222.00
1,623,450.14Grand Total: 1,623,450.14
30 Accounts Payable Payable Dates: 03/17/2023 - 04/13/2023 4/11/2023 1:14:01 PM Page 9 of 11
Report Summary
Fund Summary
Payment AmountFund
101 - GENERAL FUND 1,312,262.07
102 - GEN. FD-CITY HALL 15,437.45
103 - GF-AV RECREATION SERVICES 38,650.70
203 - GAS TAX 76,732.33
215 - PUBLIC SAFETY GRANTS 7,947.26
241 - TECHNOLOGY FUND 5,415.14
245 - DEVELOPMENT IMPACT 236.99
261 - CITY FAC.-AQUATIC CENTER 20,972.06
311 - STREET IMPROVEMENTS 121,869.86
331 - CAPITAL IMPROVEMENTS 1,010.69
411 - DEBT SERVICE 2,205.14
731 - CFD 2005-01 3,488.45
741 - RENEWABLE FARMS 17,222.00
1,623,450.14Grand Total:
Account Summary
Payment AmountAccount Number Account Name
101-1203-000 ACCOUNTS RECEIVABLE 2,497.50
101-1301-000 PREPAID EXPENSES 19,607.50
101-2506-000 MEDICAL INSURANCE PA… 31,415.98
101-2507-000 LIFE INSURANCE PAYABLE 1,391.71
101-2601-000 REFUNDABLE DEPOSIT 3,000.00
101-2602-000 PLANNING DEPOSIT 6,587.00
101-2603-000 ENGINEERING DEPOSIT 7,298.45
101-2606-000 C & D DEPOSIT 2,000.00
101-32030 PLUMBING PERMITS 141.41
101-37505 INFORMATION TECHNOL… -600.00
101-4-1101-4521-000 MEMBERSHIP & DUES 250.00
101-4-1101-4601-000 SUPPLIES 411.78
101-4-1501-4206-000 MEDICAL INSURANCE 151.00
101-4-1501-4520-000 MTGS/CONF./TRNG & DE… 1,245.88
101-4-1501-4521-000 MEMBERSHIP & DUES 90.00
101-4-1502-4302-000 ECONOMIC DEVELOPME… 8,074.95
101-4-1503-4309-000 OTHER CONTRACTUAL SE… 345.00
101-4-1503-4520-000 MTGS/CONF./TRNG & DE… 4,565.68
101-4-1503-4612-000 OPERATING SUPPLIES 117.34
101-4-1601-4309-000 OTHER CONTRACTUAL SE… 85.00
101-4-1601-4502-000 AWARDS & RECOGNITION 425.55
101-4-1601-4520-000 MTGS/CONF./TRNG & DE… 364.05
101-4-1601-4525-000 ELECTION 57,401.79
101-4-2101-4304-000 LEGAL SERVICES 27,748.60
101-4-2101-4532-000 SPECIAL PROJECTS 3,999.40
101-4-2101-4701-000 NPDES 306.90
101-4-2101-4735-000 LITIGATION 1,896.10
101-4-2501-4301-000 PROFESSIONAL SERVICES 8,396.42
101-4-2501-4309-000 OTHER CONTRACTUAL SE… 1,679.63
101-4-2501-4513-000 PRINTING 849.79
101-4-3101-4301-000 PROFESSIONAL SERVICES 3,881.67
101-4-3101-4305-000 TECHNOLOGY SERVICES 8,420.60
101-4-3101-4481-000 COMPUTER EXPENSE 11,825.75
101-4-3501-4421-000 EQUIPMENT RENTAL 725.07
101-4-3501-4431-000 BUILDING & GROUND MA… 1,341.22
101-4-3501-4471-000 RENT 483.04
101-4-3501-4512-000 POSTAGE 55.23
101-4-3501-4513-000 PRINTING 382.83
101-4-3501-4516-000 FUEL 612.59
101-4-3501-4517-000 VEHICLE MAINTENANCE 409.60
31 Accounts Payable Payable Dates: 03/17/2023 - 04/13/2023 4/11/2023 1:14:01 PM Page 10 of 11
Account Summary
Payment AmountAccount Number Account Name
101-4-3501-4542-000 INTEREST EXPENSE - LEASE 4.85
101-4-3501-4553-000 COMMUNITY BRANDING 1,400.00
101-4-3501-4601-000 SUPPLIES 795.65
101-4-3501-4612-000 OPERATING SUPPLIES 3,470.58
101-4-4101-4206-000 MEDICAL INSURANCE 302.00
101-4-4101-4501-000 ADVERTISING & PROMOT… 27,506.88
101-4-4101-4520-000 MTGS/CONF./TRNG & DE… 125.00
101-4-4101-4527-000 REC-CITY SPECIAL EVENTS 1,100.48
101-4-4101-4601-000 SUPPLIES 372.56
101-4-4102-4411-000 UTILITIES 906.92
101-4-4102-4431-000 BUILDING & GROUND MA… 7,558.00
101-4-4103-4411-000 UTILITIES 1,149.64
101-4-4103-4431-000 BUILDING & GROUND MA… 1,122.77
101-4-4104-4529-000 REC-YOUTH PROGRAMS 13,084.71
101-4-4401-4206-000 MEDICAL INSURANCE 151.00
101-4-4401-4309-000 OTHER CONTRACTUAL SE… 2,250.00
101-4-4401-4520-000 MTGS/CONF./TRNG & DE… 1,825.00
101-4-4401-4521-000 MEMBERSHIP & DUES 350.00
101-4-4401-4532-000 SPECIAL PROJECTS 45.00
101-4-4401-4732-000 C.S-PLANNING 24,582.50
101-4-4402-4751-000 C.S-BUILDING 85,310.35
101-4-4403-4612-000 OPERATING SUPPLIES 310.32
101-4-4403-4761-000 C.S-CODE ENFORCEMENT 14,609.24
101-4-4501-4471-000 RENT 1,035.00
101-4-4501-4521-000 MEMBERSHIP & DUES 286.25
101-4-4501-4612-000 OPERATING SUPPLIES 600.17
101-4-4501-4701-000 NPDES 25,654.04
101-4-4501-4702-000 AB939-SOLID WASTE 13,378.02
101-4-4501-4741-000 C.S-CITY ENGINEERING 1,928.50
101-4-4503-4771-000 C.S-STREET MAINTENANCE 27,818.85
101-4-5101-4308-000 LAW ENFORCEMENT 817,851.36
101-4-5102-4462-000 EQUIP MAINT-800MHZ M… 162.10
101-4-5102-4516-000 FUEL 483.17
101-4-5102-4721-000 C.S-CROSSING GUARDS 11,935.10
101-4-5401-4520-000 MTGS/CONF/TRNG & DEV 724.00
101-4-5401-4601-000 SUPPLIES 171.26
101-4-5401-4612-000 OPERATING SUPPLIES 2,018.79
102-4-3501-4411-000 UTILITIES 6,701.64
102-4-3501-4431-000 BUILDING & GROUND MA… 8,115.20
102-4-3501-4561-000 TAXES/FEES/PERMITS 620.61
103-34130 FACILITY RENTAL 700.00
103-34169 REFUNDS -286.00
103-4-4105-4305-000 TECHNOLOGY SERVICES 2,574.79
103-4-4105-4309-000 OTHER CONTRACTUAL SE… 17,338.60
103-4-4105-4411-000 UTILITIES 1,120.24
103-4-4105-4431-000 BUILDING & GROUND MA… 12,842.70
103-4-4105-4451-000 FARM OPERATING EXPEN… 1,124.54
103-4-4105-4561-000 TAXES/FEES/PERMITS 413.62
103-4-4105-4601-000 SUPPLIES 298.33
103-4-4105-4620-000 MINOR EQUIPMENT 2,523.88
203-4-4502-4301-000 PROFESSIONAL SERVICES 800.00
203-4-4503-4411-000 UTILITIES 25,092.71
203-4-4503-4771-000 C.S-STREET MAINTENANCE 38,876.44
203-4-4503-4772-000 C.S-STREET SWEEPING 8,668.66
203-4-4503-4803-000 STREET MAINT EQUIP 3,294.52
215-4-5102-4803-000 PUBLIC SAFETY EQUIPME… 7,947.26
241-4-6141-4309-000 OTHER CONTRACTUAL SE… 1,243.21
241-4-6141-4481-000 IT/COMPUTER EQUIPME… 4,171.93
32 Accounts Payable Payable Dates: 03/17/2023 - 04/13/2023 4/11/2023 1:14:01 PM Page 11 of 11
Account Summary
Payment AmountAccount Number Account Name
245-4-6145-5920-750 ACQUISITION 236.99
261-2103-000 RETENTIONS PAYABLE -1,208.30
261-4-6161-7401-000 EQUIPMENT MAINTENAN… 53.59
261-4-6161-7411-000 UTILITIES 4,552.37
261-4-6161-7421-000 BUILDING & GROUND MA… 3,619.51
261-4-6161-7425-000 POOL MAINTENANCE 1,395.65
261-4-6161-7445-000 FEES & PERMITS 476.24
261-4-6161-7451-000 MANAGEMENT FEES 12,083.00
311-2103-000 RETENTIONS PAYABLE -5,782.50
311-4-8201-5701-000 CONSTRUCTION 10,561.36
311-4-8301-5501-000 DESIGN 401.00
311-4-8301-5601-000 CONSTRUCTION MANAG… 1,040.00
311-4-8301-5701-000 CONSTRUCTION 115,650.00
331-4-8701-5910-000 IMPROVEMENTS 1,010.69
411-4-7101-4542-000 INTEREST & FISCAL CHGS 2,205.14
731-4-7501-4542-000 INTEREST & FISCAL CHGS 3,488.45
741-2103-000 RETENTIONS PAYABLE -1,913.50
741-4-4105-4451-000 AV FARM OPERATING EXP… 19,135.50
Grand Total: 1,623,450.14
Project Account Summary
Payment AmountProject Account Key
**None** 1,436,815.30
0014701 25,960.94
0575910 1,010.69
1225701 10,561.36
1345501 401.00
1355701 115,650.00
1365601 1,040.00
8014532 45.00
8994761 14,609.24
9014612 471.16
ENG 2230 554.13
ENG 2247 75.56
ENG 2251 500.36
ENG 2253 375.27
ENG 5002 75.56
ENG 5003 201.50
ENG 5004 3,198.80
ENG 5005 226.69
ENG 5008 25.19
ENG 5046 201.50
ENG 5049 453.38
ENG 5064 755.63
ENG 5067 654.88
PA 21-025 855.00
SDP-2022-0001 2,719.50
SDP-2022-0004 3,012.50
SURETY BONDS 3,000.00
Grand Total: 1,623,450.14
33 City of Aliso Viejo
AGENDA ITEM
DATE: April 19, 2023
TO: Mayor and City Council
FROM: Isaac Aziz, Information Technology Manager
SUBJECT: AGREEMENT WITH SONITROL, INC. FOR SECURITY AND ACCESS
CONTROL SYSTEMS AT CITY FACILITIES
Recommended Actions:
1. Approve an agreement with Sonitrol, Inc. for security and access control systems services at City facilities; and
2. Authorize the City Manager to execute a professional services agreement with Sonitrol, Inc. in the amount of $90,000.
Fiscal Impact:
The cost of the contract is $90,000 for three years, or $30,000 annually. The cost of these services are included in the adopted FY 2022-23 budget.
Background:
The City of Aliso Viejo has been working with Sonitrol on all facilities Access Control and Security Systems since 2007. Sonitrol is a reputable security company with a proven track record of providing solid access control and security/alarm systems to various organizations, including local governments. Their services include intrusion detection, access control, fire detection, elevator monitoring, basic waterflow monitoring, training, and technical support.
Discussion:
Sonitrol systems are proprietary in nature and the use of another vendor would require the purchase of new alarm panels, access controls devices, sensors, and other necessary component, as well as network integration, installation, programing, and staff training.
Staff is satisfied with the services provided by Sonitrol and recommends entering a three- year agreement to ensure security monitoring services at City facilities remain uninterrupted.
34
Attachment:
1. Agreement
35 2018-60367.01100\30610656.2 - 1 -
CITY OF ALISO VIEJO
PROFESSIONAL SERVICES AGREEMENT
FOR
CITY HALL SECURITY SYSTEM AND ACCESS CONTROL SYSTEM
1. PARTIES AND DATE.
This Agreement is made and entered into this 19th day of April 2023 , by and between the City of Aliso Viejo, a municipal organization organized under the laws of the State of California with its principal place of business at 12 Journey, Suite 100, Aliso Viejo, California 92656 (“City”) and Sonitrol, a Security System and Access Control System; CORPORATION; with its principal place of business at 23 Mauchly, Suite 100, Irvine, CA 92618 (“Consultant”). City and Consultant are sometimes individually referred to herein as “Party” and collectively as “Parties.”
2. RECITALS.
2.1 Consultant.
Consultant desires to perform and assume responsibility for the provision of professional City Hall Security System and Access Control System consultant services required by the City on the terms and conditions set forth in this Agreement. Consultant represents that it is experienced in providing professional Security System and Access Control System consultant services to public clients, is licensed in the State of California, and is familiar with the plans of City.
3. TERMS.
3.1 Scope of Services and Term.
3.1.1 General Scope of Services. Consultant promises and agrees to furnish to the City all labor, materials, tools, equipment, services, and incidental and customary work necessary to fully and adequately supply the professional Security System and Access Control System consultant services necessary for the Project (“Services”). The Services are more particularly described in Exhibit “A” attached hereto and incorporated herein by reference. All Services shall be subject to, and performed in accordance with, this Agreement, the exhibits attached hereto and incorporated herein by reference, and all applicable local, state and federal laws, rules and regulations.
3.1.2 Term. The term of this Agreement shall be from January 1, 2023 to December 30, 2026, unless earlier terminated as provided herein. The City Manager shall have the unilateral option, at its sole discretion, to renew this Agreement annually for no more than two additional one-year terms. Consultant shall complete the Services within the term of this Agreement, and shall meet any other established schedules and deadlines.
3.2 Responsibilities of Consultant.
3.2.1 Control and Payment of Subordinates; Independent Contractor. The Services shall be performed by Consultant or under its supervision. Consultant will determine the 36 2018-60367.01100\30610656.2 - 2 -
means, methods and details of performing the Services subject to the requirements of this Agreement. City retains Consultant on an independent contractor basis and not as an employee.
Consultant shall complete, execute, and submit to City a Request for Taxpayer Identification Number and Certification (IRS FormW-9) prior to commencement of any Services under this Agreement. Consultant retains the right to perform similar or different services for others during the term of this Agreement. Any additional personnel performing the Services under this Agreement on behalf of Consultant shall also not be employees of City and shall at all times be under Consultant’s exclusive direction and control. Consultant shall pay all wages, salaries, and other amounts due such personnel in connection with their performance of Services under this Agreement and as required by law. Consultant shall be responsible for all reports and obligations respecting such additional personnel, including, but not limited to: social security taxes, income tax withholding, unemployment insurance, disability insurance, and workers’ compensation insurance.
3.2.2 Schedule of Services. Consultant shall perform the Services expeditiously, within the term of this Agreement. Consultant represents that it has the professional and technical personnel required to perform the Services in conformance with such conditions. In order to facilitate Consultant’s conformance with the Schedule, City shall respond to Consultant’s submittals in a timely manner. Upon request of City, Consultant shall provide a more detailed schedule of anticipated performance to meet the Schedule of Services.
3.2.3 Conformance to Applicable Requirements. All work prepared by Consultant shall be subject to the approval of City.
3.2.4 Substitution of Key Personnel. Consultant has represented to City that certain key personnel will perform and coordinate the Services under this Agreement. Should one or more of such personnel become unavailable, Consultant may substitute other personnel of at least equal competence upon written approval of City. In the event that City and Consultant cannot agree as to the substitution of key personnel, City shall be entitled to terminate this Agreement for cause. As discussed below, any personnel who fail or refuse to perform the Services in a manner acceptable to the City, or who are determined by the City to be uncooperative, incompetent, a threat to the adequate or timely completion of the Project or a threat to the safety of persons or property, shall be promptly removed from the Project by the Consultant at the request of the City.
The key personnel for performance of this Agreement are as follows: Keith Kuhlmann.
3.2.5 City’s Representative. The City hereby designates the City Manager, or his or her designee, to act as its representative for the performance of this Agreement (“City’s Representative”). City’s Representative shall have the power to act on behalf of the City for all purposes under this Contract. The City Manager hereby designates Isaac Aziz (IT Manager), or his or her designee, as the City’s contact for the implementation of the Services hereunder.
Consultant shall not accept direction or orders from any person other than the City’s Representative or his or her designee.
3.2.6 Consultant’s Representative. Consultant hereby designates Keith Kuhlmann, or his or her designee, to act as its representative for the performance of this Agreement (“Consultant’s Representative”). Consultant’s Representative shall have full authority to represent and act on behalf of the Consultant for all purposes under this Agreement. The 37 2018-60367.01100\30610656.2 - 3 -
Consultant’s Representative shall supervise and direct the Services, using his best skill and attention, and shall be responsible for all means, methods, techniques, sequences and procedures and for the satisfactory coordination of all portions of the Services under this Agreement.
3.2.7 Coordination of Services. Consultant agrees to work closely with City staff in the performance of Services and shall be available to City’s staff, consultants and other staff at all reasonable times.
3.2.8 Standard of Care; Performance of Employees. Consultant shall perform all Services under this Agreement in a skillful and competent manner, consistent with the standards generally recognized as being employed by professionals in the same discipline in the State of California. Consultant represents and maintains that it is skilled in the professional calling necessary to perform the Services. Consultant warrants that all employees and subconsultants shall have sufficient skill and experience to perform the Services assigned to them. Finally, Consultant represents that it, its employees and subconsultants have all licenses, permits, qualifications and approvals of whatever nature that are legally required to perform the Services and that such licenses and approvals shall be maintained throughout the term of this Agreement.
As provided for in the indemnification provisions of this Agreement, Consultant shall perform, at its own cost and expense and without reimbursement from the City, any services necessary to correct errors or omissions which are caused by the Consultant’s failure to comply with the standard of care provided for herein. Any employee of the Consultant or its sub-consultants who is determined by the City to be uncooperative, incompetent, a threat to the adequate or timely completion of the Project, a threat to the safety of persons or property, or any employee who fails or refuses to perform the Services in a manner acceptable to the City, shall be promptly removed from the Project by the Consultant and shall not be re-employed to perform any of the Services or to work on the Project.
3.2.9 Laws and Regulations. Consultant shall keep itself fully informed of and in compliance with all local, state and federal laws, rules and regulations in any manner affecting the performance of the Project or the Services, including all Cal/OSHA requirements, and shall give all notices required by law. Consultant shall be liable for all violations of such laws and regulations in connection with Services. If the Consultant performs any work knowing it to be contrary to such laws, rules and regulations and without giving written notice to the City, Consultant shall be solely responsible for all costs arising therefrom. Consultant shall defend, indemnify and hold City, its officials, directors, officers, employees and agents free and harmless, pursuant to the indemnification provisions of this Agreement, from any claim or liability arising out of any failure or alleged failure to comply with such laws, rules or regulations.
3.2.10 Insurance.
3.2.10.1 Time for Compliance. Consultant shall not commence Work under this Agreement until it has provided evidence satisfactory to the City that it has secured all insurance required under this section. In addition, Consultant shall not allow any subconsultant to commence work on any subcontract until it has provided evidence satisfactory to the City that the subconsultant has secured all insurance required under this section. 38 2018-60367.01100\30610656.2 - 4 -
3.2.10.2 Types of Insurance Required. As a condition precedent to the effectiveness of this Agreement for work to be performed hereunder and without limiting the indemnity provisions of the Agreement, the Consultant in partial performance of its obligations under such Agreement, shall procure and maintain in full force and effect during the term of the Agreement, the following policies of insurance. If the existing policies do not meet the Insurance Requirements set forth herein, Consultant agrees to amend, supplement or endorse the policies to do so.
(a) Commercial General Liability: Commercial General Liability Insurance which affords coverage at least as broad as Insurance Services Office “occurrence” form CG 0001, with minimum limits of at least $1,000,000 per occurrence, and if written with an aggregate, the aggregate shall be double the per occurrence limit.
Defense costs shall be paid in addition to the limits.
The policy shall contain no endorsements or provisions limiting coverage for (1) contractual liability; (2) cross liability exclusion for claims or suits by one insured against another; or (3) contain any other exclusion contrary to the Agreement.
(b) Automobile Liability Insurance: Automobile Liability Insurance with coverage at least as broad as Insurance Services Office Form CA 0001 covering “Any Auto” (Symbol 1) with minimum limits of $1,000,000 each accident.
(c) Workers’ Compensation: Workers’ Compensation Insurance, as required by the State of California and Employer’s Liability Insurance with a limit of not less than $1,000,000 per accident for bodily injury and disease.
3.2.10.3 Endorsements. Required insurance policies shall not be in compliance if they include any limiting provision or endorsement that has not been submitted to the City for approval.
(a) The policy or policies of insurance required by Section 3.2.10.2 (a) Commercial General Liability:
(1) Additional Insured: The City, its officials, officers, employees, agents, and volunteers shall be additional
insureds with regard to liability and defense of suits or claims arising out of the performance of the Agreement.
Additional Insured Endorsements shall not (1) be restricted to “ongoing operations”; (2) exclude “contractual liability”; (3) restrict coverage to “sole” liability of Consultant; or (4) contain any other exclusions contrary to the Agreement. 39 2018-60367.01100\30610656.2 - 5 -
(2) Cancellation: Required insurance policies shall not be canceled or the coverage reduced until a thirty (30) day written notice of cancellation has been served upon the City except ten (10) days shall be allowed for non-payment of premium.
(b) The policy or policies of insurance required by Section 3.2.10.2 (b) Automobile Liability and (c) Professional Liability shall be endorsed to provide the following:
(1) Cancellation: Required insurance policies shall not be canceled or the coverage reduced until a thirty (30) day written notice of cancellation has been served upon the City except ten (10) days shall be allowed for non-payment of premium.
(c) The policy or policies of insurance required by Section 3.2.10.2 (d) Workers’ Compensation shall be endorsed to provide the following:
(1) Waiver of Subrogation: A waiver of subrogation stating that the insurer waives all rights of subrogation against the indemnified parties.
(2) Cancellation: Required insurance policies shall not be canceled or the coverage reduced until a thirty (30) day written notice of cancellation has been served upon the City except ten (10) days shall be allowed for non-payment of premium.
3.2.10.4 Primary and Non-Contributing Insurance. All insurance coverages shall be primary and any other insurance, deductible, or self-insurance maintained by the indemnified parties shall not contribute with this primary insurance. Policies shall contain or be endorsed to contain such provisions.
3.2.10.5 Waiver of Subrogation. Required insurance coverages shall not prohibit Consultant from waiving the right of subrogation prior to a loss. Consultant shall waive all subrogation rights against the indemnified parties. Policies shall contain or be endorsed to contain such provisions.
3.2.10.6 Deductible. Any deductible or self-insured retention must be approved in writing by the City and shall protect the indemnified parties in the same manner and to the same extent as they would have been protected had the policy or policies not contained a deductible or self-insured retention.
3.2.10.7 Evidence of Insurance. The Consultant, concurrently with the execution of the Agreement, and as a condition precedent to the effectiveness thereof, shall deliver either certified copies of the required policies, or original certificates and endorsements on forms approved by the City. The certificates and endorsements for each insurance policy shall be signed 40 2018-60367.01100\30610656.2 - 6 -
by a person authorized by that insurer to bind coverage on its behalf. At least fifteen (15 days) prior to the expiration of any such policy, evidence of insurance showing that such insurance coverage has been renewed or extended shall be filed with the City. If such coverage is cancelled or reduced, Consultant shall, within ten (10) days after receipt of written notice of such cancellation or reduction of coverage, file with the City evidence of insurance showing that the required insurance has been reinstated or has been provided through another insurance company or companies.
3.2.10.8 Failure to Maintain Coverage. Consultant agrees to suspend and cease all operations hereunder during such period of time as the required insurance coverage is not in effect and evidence of insurance has not been furnished to the City. The City shall have the right to withhold any payment due Consultant until Consultant has fully complied with the insurance provisions of this Agreement.
In the event that the Consultant’s operations are suspended for failure to maintain required insurance coverage, the Consultant shall not be entitled to an extension of time for completion of the Services because of production lost during suspension.
3.2.10.9 Acceptability of Insurers. Each such policy shall be from a company or companies with a current A.M. Best’s rating of no less than A: VII and authorized to do business in the State of California, or otherwise allowed to place insurance through surplus line brokers under applicable provisions of the California Insurance Code or any federal law.
3.2.10.10 Insurance for Subconsultants. All Subconsultants shall be included as additional insureds under the Consultant’s policies, or the Consultant shall be responsible for causing Subconsultants to purchase the appropriate insurance in compliance with the terms of these Insurance Requirements, including adding the City as an Additional Insured to the Subconsultant’s policies.
3.2.11 Safety. Consultant shall execute and maintain its work so as to avoid injury or damage to any person or property. In carrying out its Services, the Consultant shall at all times be in compliance with all applicable local, state and federal laws, rules and regulations, and shall exercise all necessary precautions for the safety of employees appropriate to the nature of the work and the conditions under which the work is to be performed. Safety precautions as applicable shall include, but shall not be limited to: (A) adequate life protection and life saving equipment and procedures; (B) instructions in accident prevention for all employees and subconsultants, such as safe walkways, scaffolds, fall protection ladders, bridges, gang planks, confined space procedures, trenching and shoring, equipment and other safety devices, equipment and wearing apparel as are necessary or lawfully required to prevent accidents or injuries; and (C) adequate facilities for the proper inspection and maintenance of all safety measures.
3.3 Fees and Payments.
3.3.1 Compensation. Consultant shall receive compensation, including authorized reimbursements, for all Services rendered under this Agreement at the rates set forth in Exhibit “B” attached hereto and incorporated herein by reference. The total compensation shall not exceed Ninety Thousand DOLLARS ( $90,000) (“Total Compensation”) without written 41 2018-60367.01100\30610656.2 - 7 -
approval of City’s IT Manager . Extra Work may be authorized, as described below, and if authorized, will be compensated at the rates and manner set forth in this Agreement.
3.3.2 Payment of Compensation.
Consultant shall submit to City a monthly itemized statement which indicates work completed and hours of Services rendered by Consultant. The statement shall describe the amount of Services and supplies provided since the initial commencement date, or since the start of the subsequent billing periods, as appropriate, through the date of the statement. City shall, within 45 days of receiving such statement, review the statement and pay all approved charges thereon.
3.3.3 Reimbursement for Expenses. Consultant shall not be reimbursed for any expenses unless authorized in writing by City.
3.3.4 Extra Work. At any time during the term of this Agreement, City may request that Consultant perform Extra Work. As used herein, “Extra Work” means any work which is determined by City to be necessary for the proper completion of the Project, but which the Parties did not reasonably anticipate would be necessary at the execution of this Agreement.
Consultant shall not perform, nor be compensated for, Extra Work without written authorization from the City.
3.4 Accounting Records.
3.4.1 Maintenance and Inspection. Consultant shall maintain complete and accurate records with respect to all costs and expenses incurred under this Agreement. All such records shall be clearly identifiable. Consultant shall allow a representative of City during normal business hours to examine, audit, and make transcripts or copies of such records and any other documents created pursuant to this Agreement. Consultant shall allow inspection of all work, data, documents, proceedings, and activities related to the Agreement for a period of three (3) years from the date of final payment under this Agreement.
3.5 General Provisions.
3.5.1 Termination of Agreement.
3.5.1.1 Grounds for Termination. City may, by written notice to Consultant, terminate the whole or any part of this Agreement at any time and without cause by giving written notice to Consultant of such termination, and specifying the effective date thereof, at least seven (7) days before the effective date of such termination. Upon termination, Consultant shall be compensated only for those services which have been adequately rendered to City, and Consultant shall be entitled to no further compensation. Consultant may not terminate this Agreement except for cause.
3.5.1.2 Effect of Termination. If this Agreement is terminated as provided herein, City may require Consultant to provide all finished or unfinished Documents and Data and other information of any kind prepared by Consultant in connection with the performance of Services under this Agreement. Consultant shall be required to provide such document and other information within fifteen (15) days of the request. 42 2018-60367.01100\30610656.2 - 8 -
3.5.1.3 Additional Services. In the event this Agreement is terminated in whole or in part as provided herein, City may procure, upon such terms and in such manner as it may determine appropriate, services similar to those terminated.
3.5.2 Delivery of Notices. All notices permitted or required under this Agreement shall be given to the respective parties at the following address, or at such other address as the respective parties may provide in writing for this purpose:
Consultant: Sonitrol Orange County and Sacramento
23 Mauchly, Suite 100
Irvine CA 92618
Attn: Keith Kuhlmann / Senior Account Executive
City: City of Aliso Viejo
12 Journey, Suite 100
Aliso Viejo, CA 92656
Attn: Isaac Aziz / IT Department
Such notice shall be deemed made when personally delivered or when mailed, forty-eight (48) hours after deposit in the U.S. Mail, first class postage prepaid and addressed to the party at its applicable address. Actual notice shall be deemed adequate notice on the date actual notice occurred, regardless of the method of service.
3.5.3 Ownership of Materials and Confidentiality.
3.5.3.1 Documents & Data; Licensing of Intellectual Property. This Agreement creates a non-exclusive and perpetual license for City to copy, use, modify, reuse, or sublicense any and all copyrights, designs, and other intellectual property embodied in plans, specifications, studies, drawings, estimates, and other documents or works of authorship fixed in any tangible medium of expression, including but not limited to, physical drawings or data magnetically or otherwise recorded on computer diskettes, which are prepared or caused to be prepared by Consultant under this Agreement (“Documents & Data”). Consultant shall require all subconsultants to agree in writing that City is granted a non-exclusive and perpetual license for any Documents & Data the subconsultant prepares under this Agreement. Consultant represents and warrants that Consultant has the legal right to license any and all Documents & Data.
Consultant makes no such representation and warranty in regard to Documents & Data which were prepared by design professionals other than Consultant or provided to Consultant by the City. City shall not be limited in any way in its use of the Documents and Data at any time, provided that any such use not within the purposes intended by this Agreement shall be at City’s sole risk.
3.5.3.2 Confidentiality. All ideas, memoranda, specifications, plans, procedures, drawings, descriptions, computer program data, input record data, written information, and other Documents and Data either created by or provided to Consultant in connection with the performance of this Agreement shall be held confidential by Consultant. Such materials shall not, without the prior written consent of City, be used by Consultant for any purposes other than the performance of the Services. Nor shall such materials be disclosed to any person or entity not 43 2018-60367.01100\30610656.2 - 9 -
connected with the performance of the Services or the Project. Nothing furnished to Consultant which is otherwise known to Consultant or is generally known, or has become known, to the related industry shall be deemed confidential. Consultant shall not use City’s name or insignia, photographs of the Project, or any publicity pertaining to the Services or the Project in any magazine, trade paper, newspaper, television or radio production or other similar medium without the prior written consent of City.
3.5.3.3 Confidential Information. The City shall refrain from releasing Consultant’s proprietary information (“Proprietary Information”) unless the City’s legal counsel determines that the release of the Proprietary Information is required by the California Public Records Act or other applicable state or federal law, or order of a court of competent jurisdiction, in which case the City shall notify Consultant of its intention to release Proprietary Information.
Consultant shall have five (5) working days after receipt of the Release Notice to give City written notice of Consultant’s objection to the City’s release of Proprietary Information. Consultant shall indemnify, defend and hold harmless the City, and its officers, directors, employees, and agents from and against all liability, loss, cost or expense (including attorney’s fees) arising out of a legal action brought to compel the release of Proprietary Information. City shall not release the Proprietary Information after receipt of the Objection Notice unless either: (1) Consultant fails to fully indemnify, defend (with City’s choice of legal counsel), and hold City harmless from any legal action brought to compel such release; and/or (2) a final and non-appealable order by a court of competent jurisdiction requires that City release such information.
3.5.4 Fraud Policy. Consultant shall provide a copy of the City’s Fraud Prevention Policy to each of its employees assigned to perform Services under this Letter of Agreement. Consultant shall submit to the City a statement signed by an authorized representative for Consultant certifying receipt of the City’s Fraud Prevention Policy. A finding by the City that any of Consultant’s employees have committed fraud against the City or have violated the City’s Fraud Prevention Policy shall be grounds for appropriate discipline, up to and including such employee’s removal from performance of this Letter of Agreement at City’s request and/or termination of this Letter of Agreement. Consultant shall reimburse the City for any costs and expenses associated with fraud against the City.
3.5.5 Cooperation; Further Acts. The Parties shall fully cooperate with one another, and shall take any additional acts or sign any additional documents as may be necessary, appropriate or convenient to attain the purposes of this Agreement.
3.5.6 Attorney’s Fees. If either party commences an action against the other party, either legal, administrative or otherwise, arising out of or in connection with this Agreement, the prevailing party in such litigation shall be entitled to have and recover from the losing party reasonable attorney’s fees and all other costs of such action.
3.5.7 Indemnification.
To the fullest extent permitted by law, Consultant shall defend (with counsel of City’s choosing), indemnify and hold the City, its officials, officers, employees, volunteers and agents free and harmless from any and all claims, demands, causes of action, costs, expenses, liability, loss, damage or injury of any kind, in law or equity, to property or persons, including 44 2018-60367.01100\30610656.2 - 10 -
wrongful death, in any manner arising out of, pertaining to, or incident to any alleged acts, errors or omissions, or willful misconduct of Consultant, its officials, officers, employees, subcontractors, consultants or agents in connection with the performance of the Consultant's Services, the Project or this Agreement, including without limitation the payment of all damages, expert witness fees and attorney’s fees and other related costs and expenses. Consultant's obligation to indemnify shall not be restricted to insurance proceeds, if any, received by the Consultant or the City, its officials, officers, employees, agents or volunteers.
If Consultant’s obligation to defend, indemnify, and/or hold harmless arises out of Consultant’s performance as a “design professional” (as that term is defined under Civil Code section 2782.8), then, and only to the extent required by Civil Code section 2782.8, which is fully incorporated herein, Consultant’s indemnification obligation shall be limited to claims that arise out of, pertain to, or relate to the negligence, recklessness, or willful misconduct of the Consultant, and, upon Consultant obtaining a final adjudication by a court of competent jurisdiction, Consultant’s liability for such claim, including the cost to defend, shall not exceed the Consultant’s proportionate percentage of fault.
3.5.8 Entire Agreement. This Agreement contains the entire Agreement of the parties with respect to the subject matter hereof, and supersedes all prior negotiations, understandings or agreements. This Agreement may only be modified by a writing signed by both parties.
3.5.9 Governing Law. This Agreement shall be governed by the laws of the State of California. Venue shall be in Orange County.
3.5.10 Time of Essence. Time is of the essence for each and every provision of this Agreement.
3.6 City’s Right to Employ Other Consultants. City reserves right to employ other consultants in connection with this Project.
3.7 Successors and Assigns. This Agreement shall be binding on the successors and assigns of the parties.
3.8 Assignment or Transfer. Consultant shall not assign, hypothecate, or transfer, either directly or by operation of law, this Agreement or any interest herein without the prior written consent of the City. Any attempt to do so shall be null and void, and any assignees, hypothecates or transferees shall acquire no right or interest by reason of such attempted assignment, hypothecation or transfer.
3.9 Construction; References; Captions. Since the Parties or their agents have participated fully in the preparation of this Agreement, the language of this Agreement shall be construed simply, according to its fair meaning, and not strictly for or against any Party. Any term referencing time, days or period for performance shall be deemed calendar days and not work days.
All references to Consultant include all personnel, employees, agents, and subconsultants of Consultant, except as otherwise specified in this Agreement. All references to City include its elected officials, officers, employees, agents, and volunteers except as otherwise specified in this Agreement. The captions of the various articles and paragraphs are for convenience and ease of 45 2018-60367.01100\30610656.2 - 11 -
reference only, and do not define, limit, augment, or describe the scope, content, or intent of this Agreement.
3.10 Amendment; Modification. No supplement, modification, or amendment of this Agreement shall be binding unless executed in writing and signed by both Parties.
3.11 Waiver. No waiver of any default shall constitute a waiver of any other default or breach, whether of the same or other covenant or condition. No waiver, benefit, privilege, or service voluntarily given or performed by a Party shall give the other Party any contractual rights by custom, estoppel, or otherwise.
3.12 No Third-Party Beneficiaries. There are no intended third-party beneficiaries of any right or obligation assumed by the Parties.
3.13 Invalidity; Severability . If any portion of this Agreement is declared invalid, illegal, or otherwise unenforceable by a court of competent jurisdiction, the remaining provisions shall continue in full force and effect.
3.14 Prohibited Interests. Consultant maintains and warrants that it has not employed nor retained any company or person, other than a bona fide employee working solely for Consultant, to solicit or secure this Agreement. Further, Consultant warrants that it has not paid nor has it agreed to pay any company or person, other than a bona fide employee working solely for Consultant, any fee, commission, percentage, brokerage fee, gift or other consideration contingent upon or resulting from the award or making of this Agreement. For breach or violation of this warranty, City shall have the right to rescind this Agreement without liability. For the term of this Agreement, no member, officer or employee of City, during the term of his or her service with City, shall have any direct interest in this Agreement, or obtain any present or anticipated material benefit arising therefrom.
3.15 Equal Opportunity Employment . Consultant represents that it is an equal opportunity employer and it shall not discriminate against any subconsultant, employee or applicant for employment because of race, religion, color, national origin, handicap, ancestry, sex or age.
Such non-discrimination shall include, but not be limited to, all activities related to initial employment, upgrading, demotion, transfer, recruitment or recruitment advertising, layoff or termination. Consultant shall also comply with all relevant provisions of City’s Minority Business Enterprise program, Affirmative Action Plan or other related programs or guidelines currently in effect or hereinafter enacted.
3.16 Labor Certification. By its signature hereunder, Consultant certifies that it is aware of the provisions of Section 3700 of the California Labor Code which require every employer to be insured against liability for Worker’s Compensation or to undertake self-insurance in accordance with the provisions of that Code, and agrees to comply with such provisions before commencing the performance of the Services.
3.17 Authority to Enter Agreement. Consultant has all requisite power and authority to conduct its business and to execute, deliver, and perform the Agreement. Each Party warrants that the individuals who have signed this Agreement have the legal power, right, and authority to make this Agreement and bind each respective Party.
46 2018-60367.01100\30610656.2 - 12 -
3.18 Counterparts. This Agreement may be signed in counterparts, each of which shall constitute an original.
3.19 Declaration of Political Contributions . Consultant shall, throughout the term of this Agreement, submit to City an annual statement in writing declaring any political contributions of money, in-kind services, or loan made to any member of the City Council within the previous twelve-month period by the Consultant and all of Consultant’s employees, including any employee(s) that Consultant intends to assign to perform the Services described in this Agreement.
3.20 Subcontracting.
3.20.1 Prior Approval Required. Consultant shall not subcontract any portion of the work required by this Agreement, except as expressly stated herein, without prior written approval of City. Subcontracts, if any, shall contain a provision making them subject to all provisions stipulated in this Agreement.
[Signatures on following page.]
IN WITNESS WHEREOF, the parties have executed this Professional Services Agreement on this 1st day of January, 2023.
CITY OF ALISO VIEJO SONITROL ORANGE COUNTY &
SACRAMENTO
By:
David Doyle
City Manager
By:
Name:
Title:
47 2018-60367.01100\30610656.2 - 13 -
[If Corporation, TWO SIGNATURES,
President OR Vice President AND Secretary,
AND CORPORATE SEAL OF
CONSULTANT REQUIRED]
ATTEST:
By:
Mitzi Ortiz, MMC
City Clerk
By: _________________________________
APPROVED AS TO FORM:
By:
Best Best & Krieger LLP
City Attorney
APPROVED AS TO COMPLIANCE
WITH BUDGET:
By:
Ann Eifert
Director of Financial Services
48 2018-60367.01100\30610656.2 - 14 -
CITY OF ALISO VIEJO
DECLARATION OF POLITICAL CONTRIBUTIONS
Using the space provided below, please list any political contributions of money, in-kind services, or loans made to any member of the City Council within the last twelve (12) months by Consultant and all of Consultant’s employees, including any employee(s) that applicant intends to assign to perform the work or services described in this Agreement:
To the best of my knowledge, I declare under penalty of perjury that the foregoing is true and was executed at:
City/County/State Date
Name of Business Print Name
Signature
NOTE: THIS DECLARATION IS INCLUDED AS PART OF THE AGREEMENT AND MUST BE SIGNED AND ATTACHED HERETO.
49 2018-60367.01100\30610656.2 - 15 -
CITY OF ALISO VIEJO
ACKNOWLEDGMENT OF RECEIPT OF FRAUD POLICY
I hereby acknowledge that I have received a copy of the City’s “Fraud Prevention Policy” dated October 1, 2008. I understand that I am to promptly read its contents and distribute copies to employees assigned to perform Services for the City of Aliso Viejo.
To the extent that provisions of this policy conflict with previously issued policies or practices, whether or not such policies and practices were contained in written policies, this policy shall prevail.
Name of Business Print Name
Signature
Date
50 60367.01100\30610656. 2 A-1
EXHIBIT “A”
SCOPE OF SERVICES
Access Control and Event Monitoring
Browser Based Mobile App
Real Time Changes to System
Upgrade Option -S2 NetVR Integration
Event and alarm monitoring: include comprehensive event logging, notification, and escalation Threat level management
Reporting: pre-defined and custom reports
API support: integrates with third party products
Automated system management: system backups and S2 node discoverability Mobile app: mobile security management
24/7/365 technical support
Collaborative maintenance
Same day emergency service
Replacement of functional parts of the system
Install additional hardware and provide additional services as needed.
Elevator monitoring
Basic waterflow monitoring
Additional training as needed.
51 60367.01100\30610656. 2 C-1
EXHIBIT “B”
COMPENSATION
Site Monthly Service/Licensing
Access Cellular Communication
Fire Monitoring
Alarms
City Hall –Intrusion Detection
$32
$35
$200
$200
City Hall –Access Control $521
City Hall –Fire Test and Inspect $55
Aquatic/AV Center –Access Control $115
Iglesia Park –Access Control $100
AV Ranch – Access Control $486
Total $1,744.00
CPI increase not to exceed 5%
Time and Material: additional projects may vary in cost. IT must approve quote from Service Department prior to moving forward with the work.
52 City of Aliso Viejo
AGENDA ITEM
DATE: April 19, 2023
TO: Mayor and City Council
FROM: So Kim, Community Development Director
SUBJECT: APPROPRIATE FUNDS FOR CALAPP PROGRAM GRANT
Recommended Action:
Appropriate $60,000 in grant funding from the California Energy Commission CalApp Program Grant.
Fiscal Impact:
The City was awarded $60,000 in grant funding on a reimbursement basis to offset general fund costs associated with the implementation of online solar permitting. The grant funds need to be appropriated into the current fiscal year 2022-2023 budget.
Discussion:
The California Energy Commission launched a new program “CalAPP” to provide incentives to cities and counties to adopt SolarAPP+ software designed by the federal Department of Energy that streamlines building permits for rooftop solar permits.
SolarAPP+ asks the contractor a series of questions to verify that the solar system is up to code and then issues the permit automatically, enabling construction to begin the same day. The number of homes going solar annually in San Jose increased sixfold after the software launch in 2015.
The CalAPP program provides grants and assistance to cities and counties to implement SolarAPP+. While SolarAPP+ is free, the grants are designed as an incentive to cover staff time and other resources spent on adoption. The maximum grant sizes range between $40,000 and $100,000 depending on population. The City applied and was granted $60,000 to implement SolarAPP+. The grant will be spent on integrating SolarAPP+ with the existing permitting system Energov and associated staff and consulting time. Staff anticipates the integration to be complete by the end of the fiscal year, or June 30, 2023.
Attachment:
1. Grant Agreement
53 STATE OF CALIFORNIAGRANT AGREEMENTCEC-146 (Revised 3/2019) CALIFORNIA ENERGY COMMISSION RECIPIENT AGREEMENT NUMBER City of Aliso Viejo APP-22-034 ADDRESS AGREEMENT TERM 12 Journey, Suite 100Aliso Viejo CA, 9265610/06/2022 to 05/31/2027 The effective date of this Agreement is either the start date or the approval signature date by the California Energy Commission representative below, whichever is later. The California Energy Commission shall be the last party to sign. No work is authorized, nor shall any work begin, until on or after the effective date. PROJECT DESCRIPTIONThe parties agree to comply with the terms and conditions of the following Exhibits which are by this reference made a part of the agreement.Exhibit A – Application with Scope of Work Page(s): 4Exhibit B –APP General Terms and Conditions Page(s): 5Exhibit C – Contact List Page(s): 1 REIMBURSABLE AMOUNT $ 60,000 MINIMUM MATCH SHARE REQUIRED $ 0 TOTAL OF REIMBURSABLE AMOUNT AND MINIMUM MATCH $ 60,000 The undersigned parties have read the attachments to this agreement and will comply with the standards and requirements contained therein. CALIFORNIA ENERGY COMMISSIONCONTRACTOR AUTHORIZED SIGNATURE DATE AUTHORIZED SIGNATURE DATE2/6/2023NAME NAME Adrienne WinukDavid Doyle TITLE TITLEContracts, Grants, and Loans Office Manager City Manager CALIFORNIA ENERGY COMMISSION ADDRESS 715 P Street, MS 18, Sacramento, CA 95814 54 ATTACHMENT 01
Grant Application Form - EXHIBIT A
1. California Automated Permit Processing (CalAPP) Program
APPLICANT INFORMATION (REQUIRED)
Jurisdiction Name (please use full legal name as it would appear on the executed grant):
City of Aliso Viejo
Jurisdiction Type (select one):
�City D County D City and County
Current Estimated Population State of California De12artment of Finance DemograQhics (https://dof.ca .gov/forecasting/Demographics/):
D Less than 50,000 D From 100,000 to 200,000
[XI From 50,000 to 99,999 D Greater than 200,000
Project Manager Name So Kim
(serves as point
of contact for all Street Address 12 Journey, Suite 100 communications) City and Aliso Viejo, CA 92656-5335
Zip Code
Phone Number (949) 425-2527
E-Mail Address [email protected]
2. FUNDING (REQUIRED)
Assigned Maximum Grant Amount (select one)
D Group 1 ($40,000): Population less than 50,000
!XI Group 2 ($60,000): Population from 50,000 to 99,999 D Group 3 ($80,000): Population from 100,000 to 200,000 D Group 4 ($100,000): Population greater than 200,000
February 2023 Page 1 of 4
CalAPP Attachment 01
APP-22-034
City of Aliso Viejo
55 November / 2022
October / 2023
December / 2023
November / 2023
56 4. ADDITIONAL INFORMATION (if applicable)
NOTE: Only complete this section if you implement a platform other than SolarAPP+ Please identify whether the following features are supported by the implemented platform. All features are required for the platform to qualify for funding. CEC staff will verify prior to payment approval.
Performs an automated plan review for residential solar energy systems that completes automatic code compliance checks based on user inputs (such as a contractor), thereby enabling or otherwise issuing permits instantly when the project is confirmed as code compliant, without the need for human review
Supports online, immediate fee payment once an application is complete, which may include auto-invoicing of permit fee costs Supports immediate generation of a permit job card following payment confirmation
Blocks noncompliant applications from receiving a permit EITHER: 1) Stand-alone permitting tool; OR 2) Integrates with current software and inspection platform already in use
5. REPORTING (REQUIRED)
Following adoption and verification of a qualifying platform, the Energy Commission may request, and the Recipient will provide if requested, annual data on the number of permits issued for solar energy systems and a solar energy system paired with an energy storage system including relevant characteristics of those systems, such as system capacity.
Please indicate your acceptance of these terms.
Februrary 2023 Page 3 of 4
CalAPP Attachment 01
Oves □ No
OYes □ No
Oves □ No
Oves □ No
Oves □ No
�Yes □ No
APP-22-034
City of Aliso Viejo
57 6. CERTIFICATION (REQUIRED)
• I am authorized to complete and sign this form on behalf of the applicant. • I authorize the California Energy Commission to make any inquiries necessary to verify the information presented in this application. • I have read and understand the terms and conditions contained in this solicitation. I accept the terms and conditions contained in this solicitation on behalf of the applicant, and the applicant is willing to enter into an agreement with the Energy Commission to conduct the proposed project according to the terms and conditions without negotiation.
• I certify under penalty of perjury under the laws of the State of California that the foregoing is true and correct.
Name of Authorized David Doyle
Representative:
Title:
Phone Number:
E-mail Address:
Date:
Signature of
Authorized
Representative:
Februrary 2023
City Manager
(949) 425-251 0
[email protected]
10/4/2022
C=::>
�
� '--'
NOTE: Do not overlap signature with surrounding border lines.
CalAPP Attachment 01
APP-22-034
City of Aliso Viejo
58 February 2023 Page 1 of 5 APP-22-034
City of Aliso Viejo
Exhibit B
California Automated Permit Processing (CalAPP) Program Terms and Conditions
1. Background and Authority for this Grant
California Senate Bill 129 (2021) included an appropriation to the California Energy Commission (CEC) to support a grant program for cities, counties, or cities and counties to establish online solar permitting.
2. Documents Incorporated by Reference and Priority
Incorporated by reference into this agreement are the following documents:
A. Grant Funding Opportunity (GFO) 21-402.
B. Recipient’s application to CalAPP.
As between the incorporated documents and the remainder of this Agreement, the rest of this Agreement takes priority in case of a conflict.
3. Budget, Invoices, and Payments
a) The CEC is only obligated to reimburse the Recipient for paid costs that are (1) incurred during the Agreement Term; (2) invoiced within the required timeframes of this Agreement; (3) not more than this Agreement’s budget; and (4) reasonable, actual, and allowable expenses under this Agreement.
b) Recipient acknowledges that the funds under this Agreement have a liquidation date of June 30, 2027, a legal timeframe after which the CEC has no authority to pay the funds. In addition, it takes the CEC administrative time to review, approve, work with the Recipient to correct any errors in, and request the State Controller’s Office to pay invoices. Accordingly, Recipient acknowledges that if it does not submit accurate invoices by March 30, 2027, for all amounts due under the Agreement, it risks not receiving payment, and relinquishes all rights to such payments should the CEC not pay it by the liquidation date. Recipient acknowledges that time is of the essence in invoicing by March 30, 2027, for all amounts due under this Agreement.
The Recipient may request payment from the Energy Commission at any time during the term of this Agreement after successful adoption of a qualifying solar permitting platform as verified by the CEC, but no more frequently than monthly. Recipient must use the CAM provided template invoice spreadsheet.
c) If invoicing for in-house staff time, the template invoice spreadsheet must identify the employee’s name, hours worked, and billing rate to be included as a reimbursable expense.
d) Unallowable costs include:
• Software not related to the adoption of a qualifying online, automated permitting platform. • Any costs incurred or activities conducted prior to entering into a grant agreement with the Energy Commission or incurred after the grant agreement has ended. 59 February 2023 Page 2 of 5 APP-22-034
City of Aliso Viejo
• Typically excluded items such as food and beverages.
• Advertising costs.
• Fines and penalties.
• Permit processing fees charged by operator of an online platform. • All other costs not identified as allowable.
• Unreasonable amounts or rates.
4. Certification
By signing this Agreement, Recipient hereby certifies that all funds received pursuant to this Agreement shall be spent exclusively for its CalAPP project in compliance with this Agreement. The Recipient further certifies that it shall comply with all applicable laws in performing this Agreement.
5. Nondiscrimination Statement of Compliance
During the performance of this Agreement, the Recipient and its subcontractors will not unlawfully discriminate, harass, or allow harassment against any employee or applicant for employment because of sex, sexual orientation, race, color, ancestry, religious creed, national origin, physical disability (including HIV and AIDS), mental disability, medical condition, age, marital status, or denial of family care leave.
The Recipient and its subcontractors will ensure that the evaluation and treatment of their employees and applicants for employment are free from such discrimination and harassment.
The Recipient and its subcontractors shall comply with the provisions of the Fair Employment and Housing Act (Government Code Sections 12990 et seq.) and the applicable regulations promulgated thereunder (California Code of Regulations, Title 2, Section 11000 et seq.). The applicable regulations of the Fair Employment and Housing Commission implementing Government Code Section 12990 (a-f), set forth in Chapter 5 of Division 4.1 of Title 2 of the California Code of Regulations, are incorporated into this Agreement by reference and made a part of it as if set forth in full. The Recipient and its subcontractors will give written notice of their obligations under this section to labor organizations with which they have a collective bargaining or other Agreement.
The Recipient shall include the nondiscrimination and compliance provisions of this section in all subcontracts to perform work under this Agreement.
6. Drug-Free Workplace Certification
By signing this Agreement, the Recipient certifies under penalty of perjury under the laws of the State of California that it will comply with the requirements of the Drug-Free Workplace Act of 1990 (Government Code Section 8350 et seq.) and will provide a drug-free workplace by taking the following actions:
1) Publish a statement notifying employees that unlawful manufacture, distribution, dispensation, possession, or use of a controlled substance is prohibited, and specifying actions to be taken against employees for violations as required by Government Code Section 8355(a).
60 February 2023 Page 3 of 5 APP-22-034
City of Aliso Viejo
2) Establish a Drug-Free Awareness Program as required by Government Code Section 8355(b) to inform employees about all of the following:
• The dangers of drug abuse in the workplace;
• The person’s or organization’s policy of maintaining a drug-free workplace; • Any available counseling, rehabilitation, and employee assistance programs; and • Penalties that may be imposed upon employees for drug abuse violations.
3) Provide, as required by Government Code Section 8355(c), that every employee who works on the proposed project:
• Will receive a copy of the company's drug-free policy statement; and • Will agree to abide by the terms of the company's statement as a condition of employment on the project.
In addition to any other rights and remedies available to the CEC, failure to comply with these requirements may result in suspension of payments under the Agreement or termination of the Agreement or both, and the Recipient may be ineligible for any future state awards if the CEC determines that any of the following has occurred: (1) the Recipient has made false certification, or (2) violates the certification by failing to carry out the requirements as noted above.
7. Americans With Disabilities Act
By signing this Agreement, the Recipient assures the CEC that it complies with the Americans with Disabilities Act (ADA) of 1990 (42 U.S.C. Section 12101, et seq.), which prohibits discrimination on the basis of disability, as well as applicable regulations and guidelines issued pursuant to the ADA.
8. Accounting and Audit
The Recipient will keep separate, complete, and correct accounting of the costs involved in completing the Agreement. The Recipient agrees that the CEC, the Bureau of State Audits, or their designated representative shall have the right to review and to copy any records and supporting documentation pertaining to the performance of this Agreement. The Recipient agrees to maintain such records for possible audit for a minimum of three (3) years after the Agreement ends in any way. The Recipient agrees to allow the auditor(s) access to such records during normal business hours and to allow interviews of any employees who might reasonably have information related to such records. Further, the Recipient agrees to include a similar right of the CEC, the Bureau of State Audits, or their designated representative, to audit records and interview staff in any subcontract related to performance of this Agreement. These rights and responsibilities are in addition to and not restrictive of those in Section 16.
Access to Sites and Records.
9. Public Works
The Recipient is responsible for complying with all applicable laws, which can include public works requirements under the Labor Code. Recipient acknowledges acceptance of Agreement funds may trigger public works laws (Labor Code Section 1720 et seq.), a requirement of which is to pay prevailing 61 February 2023 Page 4 of 5 APP-22-034
City of Aliso Viejo
wages, applying to its entire project. If the project is public works then it is subject to compliance monitoring and enforcement by the Department of Industrial Relations. By signing this Agreement, Recipient certifies that it shall comply with all applicable Public Works laws and requirements.
10. Intellectual Property
As between the Recipient and the CEC, the Recipient owns all intellectual property it or its subcontractors create under this Agreement. The CEC has a no-cost, non-exclusive, transferable, irrevocable, royalty-free, worldwide, perpetual license to use, publish, translate, modify, and reproduce all intellectual property, such as the products identified in Section 2. above, for governmental purposes the Recipient or its subcontractors create under this agreement. The Recipient shall include a provision securing these rights for the CEC in all of its subcontractor agreements related to performance of this Agreement.
11. Amendment
No amendment or variation of this Agreement shall be valid unless made in writing and signed by both the Recipient and CEC.
12. Governing Law
This Agreement is governed by the laws of the State of California as to interpretation and performance.
13. Independent Capacity
In the performance of this Agreement, Recipient and its agents, subcontractors, and employees will act in an independent capacity and not as officers, employees, or agents of the CEC or the State of California.
14. Severability
If any provision of this Agreement is unenforceable or held to be unenforceable, all other provisions of this Agreement will remain in full force and effect.
15. Waiver
No waiver of any breach of this Agreement constitutes waiver of any other breach. All remedies in this Agreement will be taken and construed as cumulative, meaning in addition to every other remedy provided in the Agreement or by law.
16. Access to Sites and Records
The Recipient shall provide during the Agreement and for at least 3 years after the Agreement ends in any way to the CEC or its representatives reasonable access to all project sites and to all records related to this Agreement. These rights and responsibilities are in addition to and not restrictive of those in Section 8. Accounting and Audit.
62 February 2023 Page 5 of 5 APP-22-034
City of Aliso Viejo
17. Termination Without Cause
The CEC may terminate this Agreement without cause upon giving written notice to the Recipient. In this event, the Recipient will use all reasonable efforts to mitigate its expenses and obligations.
18. Third-Party Beneficiary
The Recipient shall in every subcontract under this Agreement include a provision indicating the CEC is a third-party beneficiary to the agreement.
19. Survival of Terms
The following terms survive this Agreement no matter how the agreement ends, such as by its own terms or via termination:
• 8. Accounting and Audit
• 9. Public Works
• 10. Intellectual Property
• 12. Governing Law
• 14. Severability
• 15. Waiver
• 16. Access to Sites and Records
• 18. Third-Party Beneficiary
63 Exhibit C
CONTACT LIST
February 2023 Page 1 of 1 APP-22-034
City of Aliso Viejo
California Energy Commission Recipient
Commission Agreement Manager:
Adam Van Winkle
California Energy Commission
716 P Street, MS-45
Sacramento, CA 95814
Phone: (916) 477-1799
e-mail: [email protected]
Project Manager:
SO KIM, COMMUNITY DEVELOPMENT
DIRECTOR
CITY OF ALISO VIEJO
12 JOURNEY, UNIT 100
IRVINE, CA 92618
Phone: (949) 425-2527
e-mail: [email protected]
Confidential Deliverables/Products
California Energy Commission
Contracts, Grants, and Loans Officer
715 P Street MS-18
Sacramento, CA 95814
Administrator:
SO KIM, COMMUNITY DEVELOPMENT
DIRECTOR
CITY OF ALISO VIEJO
12 JOURNEY, UNIT 100
IRVINE, CA 92618
Phone: (949) 425-2527
e-mail: [email protected]
Invoices, Progress Reports and Non-
Confidential Deliverables to:
California Energy Commission
Accounting Officer
715 P Street MS-2
Sacramento, CA 95814
Email PDF of Payment Request invoice
packet to: [email protected]
Accounting Officer:
SO KIM, COMMUNITY DEVELOPMENT
DIRECTOR
CITY OF ALISO VIEJO
12 JOURNEY, UNIT 100
IRVINE, CA 92618
Phone: (949) 425-2527
e-mail: [email protected]
Legal Notices:
Tatyana Yakshina
Grants Manager
715 P Street MS-18
Sacramento, CA 95814
Phone: (916) 827-9294
e-mail: [email protected]
Recipient Legal Notices:
SO KIM, COMMUNITY DEVELOPMENT
DIRECTOR
CITY OF ALISO VIEJO
12 JOURNEY, UNIT 100
IRVINE, CA 92618
Phone: (949) 425-2527
e-mail: [email protected]
64 City of Aliso Viejo
AGENDA ITEM
DATE: April 19, 2023
TO: Mayor and City Council
FROM: Scott C. Smith, City Attorney
Mitzi Ortiz, City Clerk
SUBJECT: SECOND PUBLIC HEARING TO CONSIDER COMPOSITION OF
DISTRICTS FOR BY-DISTRICT ELECTIONS
Recommended Action:
Conduct second public hearing, receive and consider input from the public, provide further direction to staff.
Fiscal Impact:
The cost of the transition to districts is estimated to be $70,000.
If the City decides not to move forward with the transition to by-district elections and a CVRA lawsuit is filed against the City, the financial impact could be exponentially greater.
Background:
The City of Aliso Viejo currently elects its five-member City Council through an “at-large” election system in which each Councilmember may reside anywhere in the City, and each member is elected by voters Citywide to provide Citywide representation. This is in contrast to a “by-district” election system where the City is divided into geographical districts, each Council candidate must reside in the district they will represent, and only voters within a given district vote for that district’s Councilmember.
On January 31, 2023, the City received a letter from Kevin Shenkman of Shenkman & Hughes on behalf of the Southwest Voter Registration Education Project and its Aliso Viejo members. The letter claims the City’s at-large voting system dilutes the ability of Latino voters to elect candidates of their choice or to otherwise influence the outcome of City elections. As a result, Mr. Shenkman claims, the City’s at-large elections violate the California Voting Rights Act (“CVRA”). This letter must be sent as a prerequisite to any lawsuit claiming CVRA violations.
In response to Mr. Shenkman’s claim, the City Council adopted a Resolution of Intention to transition to by-district elections at its meeting of March 15, 2023. The City Council held the first of four required public hearings on April 5, 2023. 65
Discussion:
Before adopting district-based elections, the City must first prepare a draft map or maps.
However, before drawing a map, the City must hold at least two public hearings over a period of no more than 30 days. The public must be invited to provide input regarding the districts’ boundaries and composition. Tonight’s hearing is the second of the two pre-map hearings, with the first held on April 5, 2023.
The City’s map drawing process begins after these initial two public hearings. The City Council will then define the criteria used to create one or more proposed district maps, and present draft map or maps for public comment and review in two subsequent public hearings. The proposed maps will be provided at least seven days prior to each of these public hearings. The final third and fourth public hearings must be held within 45 days of each other.
During the third and fourth public hearings, the Council will also need to determine the “sequencing” of the elections. This means that the Council will need to decide which districts will first have elections on which dates.
All hearings will be held in the City Hall – Council Chamber, 12 Journey, Suite 150, Aliso Viejo, California.
To increase public awareness of the transition to district elections, the City will use a variety of public communication channels to engage members of the community.
Districting information will continue to be featured on the City’s website at the following web address: www.avcity.org/districting. In addition, the City’s website will be populated with information about how the public can participate and also provide answers to frequently asked district questions.
The next public hearing for the Council to receive and consider input from the public concerning the composition of voting districts, and review the first draft maps, is scheduled for May 3, 2023. The public is also encouraged to provide input via email to [email protected], to drop it off at City Hall, or mail it to the City Clerk.
City Attorney:
This report was drafted and submitted by the City Attorney and City Clerk.
Attachment:
1. April 5, 2023 Presentation
66 1
1 April 5, 2023
Presented to the City Council and public
at a regularly scheduled meeting of the City Council
City of Aliso Viejo
Districting
67 2
Acronyms
• Adjusted 2020 data- 2020 Decennial Census P .L. 94-171 Redistricting Data file adjusted to include the redistribution of the incarcerated persons to their last known California address as required by AB 849 • ACS- U.S. Census Bureau American Community Survey
• CDP- Census Designated Place
• CDR- Center for Demographic Research
• CVAP- Citizen Voting Age Population
• P .L. 94-171- Public Law 94-171
• ROV- Registrar of Voters
• SWDB- California Statewide Database 268
3 Public Law 94-171 and 2020 Census Redistricting Data
Public Law 94-171, enacted in 1975, directs the Census Bureau to make special preparations to provide redistricting data needed by the 50 states.
• Data normally released by April 1 in the year following the Decennial Census • Delayed five months due to COVID-19 pandemic
Following release of P .L. 94-171 Redistricting Data File, the California Statewide Database (SWDB) adjusts the P .L. 94-171 file to include incarcerated persons with former addresses within each California county.
• Data released September 21, 2021
• Revised data released September 27, 2021
Contains population counts for the total population and for the population 18 years and over in four tables:
• A count of all persons by race
• A count of the population 18 years and over by race
• A count of Hispanic or Latino and a count of not Hispanic or Latino by race for all persons • A count of Hispanic or Latino and a count of not Hispanic or Latino by race for the population 18 years and over https://www.census.gov/programs-surveys/decennial-census/about/rdo/summary-files.html 369 4 Citizen Voting Age Population (CVAP)
Calculated from U.S. Census Bureau’s American Community Survey (ACS) • Monthly household sample survey across the nation
5-Year Estimates
• Data collected over five-year period
• Will not match counts from 2010 Census
• Census Block Group level
• Latest available is the 2015-2019 5-Year Estimates
Estimated population by race/ethnicity of U.S. citizens age 18 and over • Population eligible to vote
Available on U.S. Census Bureau website (original)
• https://www.census.gov/programs-surveys/decennial-census/about/voting-rights/cvap.html Disaggregated to 2020 Census block by Statewide Database • Includes adjustment for incarcerated persons with former addresses within each California county. • https://statewidedatabase.org/redistricting2021/counties.html • Revised dataset released September 27, 2021
470
5 Aliso Viejo 2020 Population
5 5
24 1
3Target District Population=
10,444
2020 Adjusted Census Population 52,222
Divided by 5 Council Districts = 10,444
71 6
Sample Aliso Viejo Differences with Target Population
Difference from
Target 2020 Population
District
Total Adjusted
2020 Population Number Percentage
1 10,883 439 4.20%
2 10,026 -418 -4.00%
3 10,945 501 4.80%
4 10,047 -397 -3.80%
5 10,319 -125 -1.20%
6Target District Population= 10,444
72 7
Sample Aliso Viejo Percent Differences with Target Population -1.20%
-3.80%
4.80%
-4.00%
4.20%
-5.0% -4.0% -3.0% -2.0% -1.0% 0.0% 1.0% 2.0% 3.0% 4.0% 5.0% 6.0% 5 4
3 2
1 Sample Districts
Percent off Target Population 7
4.00%
4.80%
4.00% + 4.80% = 8.80% | -4.00% | + | 4.80% |
8.80%
73 8
Proposed Sequencing of Elections
• New districts would take effect for 2024 election
• Sequence with existing staggered terms of City Council:
• 2024: three up for election
• 2026: two up for election
874
9 MAPS OF THE
ADJUSTED 2020 CENSUS POPULATION
BY 2020 BLOCK GROUP &
RACE/ETHNICITY
975
10 Hispanic or Latino of
Any Race
Percent Share of Adjusted
2020 Aliso Viejo
Block Group Population
76 11
Non-Hispanic White
Percent Share of Adjusted
2020 Aliso Viejo
Block Group Population
77 12
Non-Hispanic Asian
Percent Share of Adjusted
2020 Aliso Viejo
Block Group Population
78 13
Non-Hispanic
Black or African-American
Percent Share of Adjusted
2020 Aliso Viejo
Block Group Population
79 14
Non-Hispanic
American Indian and
Alaska Native
Percent Share of Adjusted
2020 Aliso Viejo
Block Group Population
80 15
Non-Hispanic
Native Hawaiian and
Pacific Islander
Percent Share of Adjusted
2020 Aliso Viejo
Block Group Population
81 16
Non-Hispanic
Some Other Race
Percent Share of Adjusted
2020 Aliso Viejo
Block Group Population
82 17
Non-Hispanic
Two or More Races
Percent Share of Adjusted
2020 Aliso Viejo
Block Group Population
83 18
MAPS OF THE
ADJUSTED CITIZEN VOTING AGE
POPULATION (CVAP) BY 2020 BLOCK
GROUP & RACE/ETHNICITY
84 19
Hispanic or Latino of
Any Race
(CVAP)
Percent Share of Adjusted
Aliso Viejo Block Group
Population
85 20
20 Non-Hispanic White
(CVAP)
Percent Share of Adjusted
Aliso Viejo Block Group
Population
86 21
21 Non-Hispanic Asian
(CVAP)
Percent Share of Adjusted
Aliso Viejo Block Group
Population
87 22
SUPPLEMENTAL MAPS
88 23
Share of Population
Age 25 or Older with a
Bachelor’s Degree or
Higher
89 24
Share of Population with
Limited English
Proficiency
90 25
Median
Household
Income
91 26
Districting Criteria
The districts shall be nearly equal in population
Consideration may be given to the following factors:
• Contiguity
• Communities of interest
• Neighborhoods, special districts, school districts, utility providers • Special zones or district sub-areas (entertainment zone, downtown, college, historic)
• Areas with similar or common interests, issues or socio-economic characteristics (legislative, education, housing)
• Easy to identify
• Natural or built features: freeways, major roads, rivers, hills, mountains. • Compactness of territory
2692
27 How the Public Can Submit Comments and Maps
• The City is soliciting additional input from the public on the districting process • Ways to provide input:
1)Public Testimony at Meetings
2)Idea Form- https://avcity.org/districting
3)Excel Table with Aliso Viejo Block GroupAssignments
4)Map with Block Group Assignments
5)Email to [email protected]
• Map proposals must be submitted by Thursday, April 20, 2023 5PM • Kit available online for download at: https://avcity.org/districting 2793
28 Idea Form
1.Download the form
2.Write out your comments
3.Take a picture or scan and email to
[email protected]
or
Mail/drop off hardcopy to
City Clerk
Online comment form:
https://avcity.org/districting
28 94
29 Paper Map
1.Download the Submission Map
2.Use a thick black or dark blue marker and
draw 5 districts
3.Take a picture or scan and email to
[email protected]
or
Mail/drop off hardcopy to
City Clerk by 5:00 p.m. April 20
29 95
30 Map Submission
30 Only dark colored
markers should be
used to draw maps.
96 31
Excel Table with Aliso Viejo Block Group Assignments
31 Excel Table Method
• Automatically tabulates
population totals for each
district as you assign the
district number
• Contains 5 worksheets:
Instruction sheet
Author information
Assignments
Summary
Reference Map
Public Participation Kit:
Excel Table
1.Download the file
2.Assign each block group to a district
3.Email the Excel file to [email protected]
97 32
Comments and Submissions
• Electronic comments and proposals must be submitted by 5:00 pm on Thursday, April 20, 2023
• Submit written input to City Clerk by:
• Email: [email protected]
• Send or drop off hardcopy to:
City Clerk, 12 Journey, Suite 100, Aliso Viejo, CA 92656 • Contact City Clerk with questions @ (949) 425-2505
3298
33 Timeline & Questions
Date Type of Meeting Purpose
March 15, 2023 City Council Meeting/ Discussion City Council Resolution to undertake process to transition to by-district elections April 5, 2023 Public Hearing Public Hearing #1 (Before maps are drawn) – announce website; present Existing Conditions report and Public Participation Kit; open map submission period; solicit public input
April 19, 2023 Public Hearing Public Hearing #2 (Before maps are drawn) – solicit public input April 20, 2023 - - Close of public map submission period May 3, 2023 Public Hearing Public Hearing #3 (After maps are drawn) – solicit public input; first review of draft maps; possible revision direction
May 17, 2023 Public Hearing Public Hearing #4 (After maps are drawn) – solicit public input; consideration of maps and revised maps; selection of map and first reading of ordinance June 7, 2023 City Council Meeting Second reading of ordinance 33Districting schedule: https://avcity.org/districting 99 34 Questions?
34 • https://avcity.org/districting
100
City of Aliso Viejo
AGENDA ITEM
DATE: April 19, 2023
TO: Mayor and City Council
FROM: So Kim, Community Development Director
Rose Rivera, Senior Planner
SUBJECT: ADOPTION OF THE 2023-2027 CONSOLIDATED PLAN AND 2023-2024
ANNUAL ACTION PLAN FOR EXPENDITURES OF COMMUNITY
DEVELOPMENT BLOCK GRANT (CDBG) FUNDS
Recommended Actions:
1. Conduct a public hearing;
2. Declare that the City Council find the 2023-2027 Consolidated Plan and the 2023- 2024 Annual Action Plan is not subject to the California Environmental Quality Act (“CEQA”) because the activity is not a project as defined in Section 15378 (b)(5) of the State CEQA Guidelines;
3. Approve and adopt the 2023-2027 Consolidated Plan (Attachment 1), which includes the approval and adoption of the 2023-2024 Annual Action Plan for the use of Community Development Grant Block (CDBG) funds; and
4. Authorize the City Manager to submit the Consolidated Plan and Action Plan to the United States Department of Housing and Urban Development (HUD) and authorize the City Manager to execute and submit all related documents to implement the Plans.
Fiscal Impact:
Of the projected $406,613 in total Fiscal Year (FY) 2023-2024 CDBG allocation, $27,500 is allocated for CDBG consultant services, and $24,700 is allocated for City administration, for a total of $52,200. The City’s allocation for administration will be utilized to reimburse Staff time spent, including any consultants, to implement CDBG services.
Additionally, $36,125 is proposed for public services, and the remaining balance of $318,288 is proposed for construction-related ADA improvements. 101
Background:
HUD requires that communities that receive CDBG funds prepare a Consolidated Plan every three (3) to five (5) years. The Consolidated Plan establishes a multi-year strategy for the utilization of CDBG funds to address priority community needs. The CDBG program's main objective is to develop viable urban communities by providing decent housing, a suitable living environment, and economic opportunities, principally for persons of low- and moderate-income. The Annual Action Plan identifies specific activities to be funded by CDBG during a one-year period. HUD has notified the City that it will receive $261,093 in CDBG funds for FY2023-2024. A total of $145,520 of uncommitted prior year funds are also available to carry out eligible activities. The 2023-2027 Consolidated Plan (Attachment 1) has been prepared in order to receive CDBG funds from HUD.
Discussion:
Consolidated Plan
A key element of the 2023-2027 Consolidated Plan is the input of residents and community stakeholders. To receive community input, the City conducted the following:
A survey of residents, businesses, and service providers to assess community needs;
Outreach to nonprofit organizations that provide social services to Aliso Viejo residents; and
Publicized public meetings via the local newspaper and City website regarding the availability of the draft Consolidated Plan and 2023-2024 Annual Action Plan for public review and comment.
Key findings based on the analysis of Consolidated Plan data includes the following:
Many Aliso Viejo households pay a significant percentage of their income for housing. Specifically, renters and homeowner households with incomes below 50% of the Area Median Income (AMI) appear to be the most impacted. The City has adequate mix of housing unit types by tenure; however, affordable housing opportunities remain limited.
The City’s public infrastructure and facilities are in adequate condition; however, some public improvements may require updating and upgrading to comply with current Americans with Disabilities Act (ADA) regulations. Several agencies are available to assist the City’s lower-income households and homeless with safety net services; however, the need often exceeds available resources.
102
Annual Action Plan
The Action Plan is the document that implements the objectives and strategies to address the goals delineated in the Consolidated Plan. The Action Plan describes the City’s proposed housing and community development activities for the program year and identifies resources available to fund those activities.
The proposed 2023-2024 Annual Action Plan is the City’s one-year expenditure plan for CDBG funds. As mentioned earlier, the City is to receive $261,093 in CDBG funds for FY2023-2024. CDBG caps the allocation of this fund to a maximum of 15% to public service and 20% to program administration, with the remaining to be allocated towards public facilities and improvements. The $145,520 of uncommitted prior year funds may only be allocated towards elibible public facilities improvements. Public Facilities and Improvements- $318,288 is for the installation of sidewalk curb ramps that comply with current ADA regulations. This allocation amount of $318,288 combines 66% of the FY2023-2024 CDBG funds ($172,768) with the $145,520 of uncommitted prior year funds.
Public Services - $36,125 is for housing and supportive services for the homeless and a safety net of social services for low- and moderate-income and special needs residents. This allocation amount of $36,125 equates to 14% of the FY2023-2024 CDBG funds. Public service grants are only awarded to eligible organizations that submit an application. Staff received a total of four applications, all of which were awarded 100% of the requested amount as shown below:
o Fair Housing Services - $3,500: The Fair Housing Foundation provides fair housing outreach, education, and enforcement services to reduce or eliminate impediments to fair access to housing opportunities. o Case Management and Supportive Services - $7,500: Family Assistance Ministries will use the funds to provide case management and support services for the families residing in the City-owned transitional housing units.
o Senior Services - $6,125 : Age Well Senior Services will use the funds for their Meals on Wheels program, which provides meals to homebound seniors.
o Food Bank Services and Case Management - $19,000: South County Outreach will use CDBG funds to provide food bank assistance and emergency rent and utility assistance to prevent eviction or utility termination.
Administration - $52,200: is for reimbursement of staff and consultant costs associated with program oversight and coordination, direct program costs, and CDBG program consulting services. This allocation amount of $52,200 equates to 20% of the FY2023-2024 CDBG funds.
103
Environmental:
The proposed action is not a project as defined by the California Environmental Quality Act (CEQA) pursuant to State CEQA Guidelines section 15378(b)(5). The action is an administrative activity of the City that involves a report to a federal agency on the potential utilization of CDBG funds. Thus, the project would not result in any direct or indirect changes to the environment, and consequently, this action is not a project within the meaning of CEQA.
Public Notice:
For the required 30-day public review period, a 1/8-page public hearing notice was published in the Laguna Niguel News on March 15, 2023, per HUD and local requirements.
City Attorney:
The City Attorney’s office reviewed this report.
Attachments:
1. 2023-2027 Consolidated Plan and 2023-2024 Annual Action Plan
2. PowerPoint Presentation
104
Draft March 20, 2023
CITY OF ALISO VIEJO | COMMUNITY DEVELOPMENT DEPARTMENT
City of Aliso Viejo
DRAFT 2023-2027 CONSOLIDATED PLAN & FY 2023-2024
ANNUAL ACTION PLAN
Draft
105
Consolidated Plan ALISO VIEJO i
OMB Control No: 2506-0117 (exp. 09/30/2021) Draft 3/20/23
Table of Contents
Executive Summary
ES-05 Executive Summary - 24 CFR 91.200(c), 91.220(b) ................................ ................................ ...... 1 The Process
PR-05 Lead & Responsible Agencies 24 CFR 91.200(b) ................................ ................................ ......... 4 PR-10 Consultation – 91.100, 91.110, 91.200(b), 91.300(b), 91.215(I) and 91.315(I)............................. 5 PR-15 Citizen Participation – 91.105, 91.115, 91.200(c) and 91.300(c) ................................ ............... 11 Needs Assessment
NA-05 Overview ................................ ................................ ................................ ................................ 13 NA-10 Housing Needs Assessment - 24 CFR 91.205 (a,b,c) ................................ ................................ . 15 NA-15 Disproportionately Greater Need: Housing Problems – 91.205 (b)(2) ................................ ...... 21 NA-20 Disproportionately Greater Need: Severe Housing Problems–91.205 (b)(2)............................. 24 NA-25 Disproportionately Greater Need: Housing Cost Burdens – 91.205 (b)(2) ................................ 27 NA-30 Disproportionately Greater Need: Discussion – 91.205(b)(2) ................................ ................... 28 NA-35 Public Housing – 91.205(b) ................................ ................................ ................................ ...... 29 NA-40 Homeless Needs Assessment – 91.205(c) ................................ ................................ ................ 33 NA-45 Non-Homeless Special Needs Assessment - 91.205 (b,d) ................................ ......................... 38 NA-50 Non-Housing Community Development Needs – 91.215 (f) ................................ ..................... 41 Housing Market Analysis
MA-05 Overview ................................ ................................ ................................ ................................ 42 MA-10 Number of Housing Units – 91.210(a)&(b)(2)................................ ................................ .......... 43 MA-15 Housing Market Analysis: Cost of Housing - 91.210(a) ................................ ............................ 46 MA-20 Housing Market Analysis: Condition of Housing – 91.210(a) ................................ ................... 49 MA-25 Public and Assisted Housing – 91.210(b) ................................ ................................ ................. 52 MA-30 Homeless Facilities and Services – 91.210(c) ................................ ................................ ........... 54 Draft
106
Consolidated Plan ALISO VIEJO ii
OMB Control No: 2506-0117 (exp. 09/30/2021) Draft 3/20/23 MA-35 Special Needs Facilities and Services – 91.210(d) ................................ ................................ .... 56 MA-40 Barriers to Affordable Housing – 91.210(e) ................................ ................................ ............. 58 MA-45 Non-Housing Community Development Assets – 91.215 (f) ................................ .................... 59 MA-50 Needs and Market Analysis Discussion ................................ ................................ ................... 65 MA-60 Broadband Needs of Housing occupied by Low- and Moderate-Income Households -
91.210(a)(4), 91.310(a)(2) ................................ ................................ ................................ .................. 67 MA-65 Hazard Mitigation - 91.210(a)(5), 91.310(a)(3) ................................ ................................ ........ 68 Strategic Plan
SP-05 Overview ................................ ................................ ................................ ................................ . 69 SP-10 Geographic Priorities – 91.215 (a)(1) ................................ ................................ ........................ 70 SP-25 Priority Needs - 91.215(a)(2) ................................ ................................ ................................ .... 71 SP-30 Influence of Market Conditions – 91.215 (b)................................ ................................ ............. 74 SP-35 Anticipated Resources - 91.215(a)(4), 91.220(c)(1,2) ................................ ............................... 75 SP-40 Institutional Delivery Structure – 91.215(k) ................................ ................................ ............. 77 SP-45 Goals Summary – 91.215(a)(4) ................................ ................................ ................................ 80 SP-50 Public Housing Accessibility and Involvement – 91.215(c) ................................ ........................ 83 SP-55 Barriers to affordable housing – 91.215(h) ................................ ................................ ............... 84 SP-60 Homelessness Strategy – 91.215(d) ................................ ................................ .......................... 86 SP-65 Lead based paint Hazards – 91.215(i) ................................ ................................ ....................... 88 SP-70 Anti-Poverty Strategy – 91.215(j) ................................ ................................ ............................. 89 SP-80 Monitoring – 91.230 ................................ ................................ ................................ ................ 90 2023-2024 Annual Action Plan
AP-15 Expected Resources – 91.220(c)(1,2) ................................ ................................ ....................... 91 AP-20 Annual Goals and Objectives ................................ ................................ ................................ ... 94 AP-35 Projects – 91.220(d)................................ ................................ ................................ ................. 96 AP-38 Project Summary ................................ ................................ ................................ ..................... 97 Draft
107
Consolidated Plan ALISO VIEJO iii
OMB Control No: 2506-0117 (exp. 09/30/2021) Draft 3/20/23 AP-50 Geographic Distribution – 91.220(f) ................................ ................................ ....................... 100 AP-55 Affordable Housing – 91.220(g) ................................ ................................ ............................. 101 AP-60 Public Housing – 91.220(h) ................................ ................................ ................................ .... 102 AP-65 Homeless and Other Special Needs Activities – 91.220(i) ................................ ....................... 103 AP-75 Barriers to affordable housing – 91.220(j) ................................ ................................ .............. 105 AP-85 Other Actions – 91.220(k) ................................ ................................ ................................ ...... 106 Program Specific Requirements ................................ ................................ ................................ ........... 108
Appendices
Appendix 1: Summary of Past Performance
Appendix 2: Public Notice and Public Input
Appendix 3: CPD Maps
Appendix 4: Summary of Impediments to Fair Housing Analysis Appendix 5: List of CDBG Eligible Census Tract Block Groups SF-242s and Certifications
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OMB Control No: 2506-0117 (exp. 09/30/2021) Draft 3/20/23 Executive Summary
ES-05 Executive Summary - 24 CFR 91.200(c), 91.220(b)
1. Introduction
The 20 23-2027 Consolidated Plan for the City of Aliso Viejo satisfies federal requirements to receive Community Development Block Grant (CDBG) funds from the U.S. Department of Housing and Urban Development (HUD). The primary objective of the CDBG program is to develop viable urban communities by providing decent housing, a suitable living environment, and economic opportunities, principally for persons of low- and moderate-income.
CDBG funds are allocated on a formula basis to over 1,200 local and state governments. The CDBG formula is based on variables including current population, projected population growth, age of housing stock, and poverty rate. Each activity to be undertaken with CDBG funds must meet one of the three national objectives:
▪ Benefit low- and moderate-income persons
▪ Aid in the prevention or elimination of slums and blight, or ▪ Meet a community development need having a particular urgency The City of Aliso Viejo has received CDBG funds from HUD since July 1, 2015. The City contracted with the County of Orange for program administrative services as “Metro City” in the Urban County CDBG program.
In May 2017, the City notified HUD and the County of Orange that it would assume full administrative responsibilities for the entire CDBG program beginning July 1, 2018.
The Consolidated Plan identifies an array of goals and activities that the City can implement over a five - year period to address some of the needs identified through an assessment process. The 2023-2027 Consolidated Plan covers the period of Jul y 1, 20 23, through June 30, 202 8. The Consolidated Plan is prepared utilizing HUD’s eConPlan Suite. This online system consists of several templates, which will be electronically submitted to HUD once completed. The templates dictate the Consolidated Plan's content and allow City staff limited opportunities to expand narratives or modify the format. The template also includes over 60 community profile and housing market data tables. Several tables are prepopulated with data from the U.S. Census Bureau (primarily data from the 2013–2017 American Community Survey or ACS) and HUD’s Comprehensive Housing Affordability Strategy (CHAS). The CHAS is a unique computation of housing and income data generated by the Censu s Bureau on behalf of HUD. The City’s 2021-2029 Housing Element and other demographic data sources supplement HUD-provided data.
Key Findings
Based on data and information used to prepare the Consolidated Plan, several key findings regarding Aliso Viejo’s housing and community needs include the following:
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Consolidated Plan ALISO VIEJO 2
OMB Control No: 2506-0117 (exp. 09/30/2021) Draft 3/20/23 • Many Aliso Viejo households pay a significant percentage of their income for housing.
Specifically, lower-income elderly and small households (i.e., 2 to 4 related members) appear to be the most impacted.
• The City has a good mix of housing unit types by tenure. The City’s updated Housing Element has identified land use capacity for 1,195 housing units – the city’s share of regional housing for the next nine years.
• The City’s public infrastructure and facilities are in good condition; however, some public improvements may require updating, and others may need upgrading to comply with current Americans with Disabilities Act (ADA) regulations.
• Several agencies are available to assist the City’s lowe r-income households and homeless with safety net services; however, the need often exceeds available resources.
The Action Plan is the component of the Consolidated Plan that is updated annually. It is the City’s one- year expenditure plan for CDBG funds. HUD has notified the City that it will rece ive $261,093 in CDBG funds for Fiscal Year 20 23-2024 (FY 23-24). Additionally, $145,520 in prior year uncommitted funding is available for programming during the fiscal year.
The Annual Action Plan details the specific activities the City will undertake with CDBG funds during FY 23-
24. Planned activities include public facility improvements (e.g., ADA improvements), public services, and program administration. In subsequent years, funding for housing activities may be allocated to address some of the broader needs and goals identified in the Consolidated Plan.
2. Summary of the objectives and outcomes identified in the Plan Needs Assessment Overview
The Strategic Plan portion of the Consolidated Plan provides information regarding five-year goals and outcomes. Listed below is a summary of these goals and outcomes:
▪ Public Infrastructure and Facility Improvements: Approximately 5,000 City residents may benefit from installing or rehabilitating CDBG-funded public infrastructure improvements. ▪ Housing Preservation: An estimated 10 owner-occupied and one rental unit may be rehabilitated with CDBG-funded program resources.
▪ Homelessness Prevention (including homeless assistance): An estimated 1,350 individuals assisted with case management, food, rent/utility assistance, and housing ▪ Public Services: 450 individuals assisted with safety net services ▪ Program Administration: The City will provide resources to ensure oversight and coordination of the CDBG program.
3. Evaluation of past performance
At the time of the preparation of the 2023-2027 Consolidated Plan, the City of Aliso Viejo has partially completed the final year of the 2018-2022 Consolidated Plan cycle (FY 22-23). Appendix 1 summarizes Draft
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Consolidated Plan ALISO VIEJO 3
OMB Control No: 2506-0117 (exp. 09/30/2021) Draft 3/20/23 the City’s 2018-2023 Consolidated Plan accomplishments through FY 21-22 – the most recently completed fiscal year.
4. Summary of citizen participation process and consultation process A vital component of the Consolidated Plan is the input of residents and community stakeholders to identify community needs and the activities to address needs. The City encouraged resident participation in a variety of ways:
▪ Two surveys were used to obtain input from residents, businesses , and service providers regarding community needs. Surveys were available online. ▪ The City held a community meeting to obtain public input regarding housing goals and needs ▪ The City used newspaper and webpage notices to publicize public meetings regarding the availability of the draft Consolidated Plan for public review and comment.
5. Summary of public comments
See Appendix 2.
6. Summary of comments or views not accepted and the reasons for not accepting them See Appendix 2.
7. Summary
The 2023-2027 Consolidated Plan is the second prepared by the City of Aliso Viejo. The City’s Planning Department has prepared the Consolidated Plan so the City can continue to receive CDBG funds directly from HUD. The primary objective of the CDBG program is to develop viable urban communities by providing decent housing, a suitable living environment, and economic opportunities for low- and moderate-income persons. Additionally, each activity funded with CDBG funds must meet a national objective.
The 2023-2027 Consolidated Plan will cover the five years of FY 23-24 through FY 27-28. As required by HUD, the Consolidated Plan was prepared utilizing HUD’s electronic template. The template includes over 60 community profile and housing market data tables prepopulated with data from HUD.
The 2023-2024 Annual Action Plan is the first for the 20 23-2027 Consolidated Plan cycle. The Annual Action Plan is the City’s one-year expenditure plan for CDBG funds. The City will receive $261,093 in CDBG funds for FY 23-24. Additionally, $145,520 in prior year uncommitted CDBG funds will be available for programming. The Action Plan details the City's CDBG-funded activities during the fiscal year to address community needs that support the broad objectives and goals identified within the Consolidated Plan.
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Consolidated Plan ALISO VIEJO 4
OMB Control No: 2506-0117 (exp. 09/30/2021) Draft 3/20/23 The Process
PR-05 Lead & Responsible Agencies 24 CFR 91.200(b)
1. Describe agency/entity responsible for preparing the Consolidated Plan and those responsible for administration of each grant program and funding source The following agencies/entities are responsible for preparing the Consolidated Plan and administering each grant program and funding source.
Agency Role Name Department/Agency
CDBG Administrator ALISO VIEJO Community Development
Table 1 – Responsible Agencies
Narrative
The City’s Community Development Department is primarily responsible for preparing the Consolidated Plan and administering CDBG funds.
Consolidated Plan Public Contact Information
Ms. Rose Rivera, Senior Planner
Phone: (949) 425-2528 / Fax: (949) 425-3899 / [email protected] Draft
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Consolidated Plan ALISO VIEJO 5
OMB Control No: 2506-0117 (exp. 09/30/2021) Draft 3/20/23 PR-10 Consultation – 91.100, 91.110, 91.200(b), 91.300(b), 91.215(I) and
91.315(I)
1. Introduction
The City of Aliso Viejo took several steps to obtain the input of community residents and stakeholders to develop the Consolidated Plan and the 2023-2024 Annual Action Plan. Consultation efforts included disseminating a community needs survey. The City also consulted with state and regional agencies, special districts, and neighboring communities. Additionally, the City utilized its internet webpage, social media, and the local community newspaper to notify residents of the opportunity to review and comment on the draft 2023-2027 Consolidated Plan and 2023-2024 Annual Action Plan. Actions taken by the City are consistent with the City’s Citizen Participation Plan, which is incorporated into the Consolidated Plan.
Provide a concise summary of the jurisdiction’s activities to enhance coordination between public and assisted housing providers and private and governmental health, mental health and service agencies (91.215(I)).
The City of Aliso Viejo works closely with the County of Orange Housing Authority (OCHA), which assists renter households with HUD-funded housing assistance vouchers and certificates. As housing development opportunities evolve, City staff works closely with developers to explore and create housing opportunities for lower-income residents. It is important to note that Aliso Viejo is a master planned community and is effectively built out. The 2021-2029 Housing Element identifies sites that may be suitable for future housing development; however, no new housing development is likely during FY 23-24.
Through the annual City-funded public service grants allocation process, City staff can ascertain the types of services City residents require (e.g., senior services, youth services) and develop partnerships with local agencies to ensure the delivery of quality services.
Describe coordination with the Continuum of Care and efforts to address the needs of homeless persons (particularly chronically homeless individuals and families, families with children, veterans, and unaccompanied youth) and persons at risk of homelessness The Continuum of Care is a regional coordinated resource delivery system for homeless housing and support services. Aliso Viejo supports the Orange County Continuum of Care (OC-CoC) planning process by participating in the regional 2022 homeless Point-In-Time Survey (PITS), which included a homeless census within the community. The City will also continue to allocate non-CDBG funds (e.g., general fund and PLHA) for homeless service providers such as the OC Sheriff, Family Assistance Ministries, and South County Outreach.
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Consolidated Plan ALISO VIEJO 6
OMB Control No: 2506-0117 (exp. 09/30/2021) Draft 3/20/23 As a direct recipient of CDBG funds, the City will continue and expand existing relationships with local CoC service providers to address the needs of the City’s homeless and those at risk of becoming homeless and support OC-CoC efforts to address regional homeless issues.
Describe consultation with the Continuum(s) of Care that serves the jurisdiction's area in determining how to allocate ESG funds, develop performance standards and evaluate outcomes, and develop funding, policies and procedures for the administration of HMIS The City does not receive Emergency Solutions Grant (ESG) funds; therefore, it does not assist the OC- CoC with determining ESG allocations, evaluating outcomes, or developing policies and procedures for administrating the regional Homeless Management Information System (HMIS).
2. Describe Agencies, groups, organizations and others who participated in the process and describe the jurisdictions consultations with housing, social service agencies and other entities
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Consolidated Plan ALISO VIEJO 7
OMB Control No: 2506-0117 (exp. 09/30/2021) Draft 3/20/23 Table 2 – Agencies, groups, organizations who participated 1 Agency/Group/Organization Fair Housing Foundation
Agency/Group/Organization Type Service-Fair Housing
What section of the Plan was addressed by
Consultation?
Impediments to Fair Housing Strategy
How was the Agency/Group/Organization
consulted and what are the anticipated
outcomes of the consultation or areas for
improved coordination?
The agency provided data and information
that helped identify the needs of households
requiring fair housing services - also provided
input regarding the City's strategy to address
impediments to fair housing.
2 Agency/Group/Organization 211 Orange County
Agency/Group/Organization Type Services-homeless
Regional organization
What section of the Plan was addressed by
Consultation?
Homelessness Strategy
Homeless Needs - Chronically homeless
Homeless Needs - Families with children
Homelessness Needs - Veterans
Homelessness Needs - Unaccompanied youth
HMIS
How was the Agency/Group/Organization
consulted and what are the anticipated
outcomes of the consultation or areas for
improved coordination?
Regional Continuum of Care coordinator and
HMIS administrator. They provided important
information regarding regional and City
homeless populations and shelter resources.
3 Agency/Group/Organization State of California Department of Housing and Community Development
Agency/Group/Organization Type Other government - State What section of the Plan was addressed by
Consultation?
Lead-based Paint Strategy
Economic Development
Market Analysis
Demographics
How was the Agency/Group/Organization
consulted and what are the anticipated
outcomes of the consultation or areas for
improved coordination?
Various State departments and agencies were
consulted to obtain information regarding
employment, demographics, and lead hazards.
4 Agency/Group/Organization Orange County Housing Authority Agency/Group/Organization Type PHA
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Consolidated Plan ALISO VIEJO 8
OMB Control No: 2506-0117 (exp. 09/30/2021) Draft 3/20/23 What section of the Plan was addressed by
Consultation?
Housing Need Assessment
Homelessness Strategy
How was the Agency/Group/Organization
consulted and what are the anticipated
outcomes of the consultation or areas for
improved coordination?
Provided information regarding the number
and type of households receiving rental
assistance and the number of households
requesting housing assistance.
5 Agency/Group/Organization County of Orange
Agency/Group/Organization Type Other government - County What section of the Plan was addressed by
Consultation?
Lead-based Paint Strategy
Economic Development
Demographics
How was the Agency/Group/Organization
consulted and what are the anticipated
outcomes of the consultation or areas for
improved coordination?
Various county departments and agencies
were consulted to obtain information
regarding employment, demographics, and
lead hazards.
6 Agency/Group/Organization City of Aliso Viejo
Agency/Group/Organization Type Other government - Local What section of the Plan was addressed by
Consultation?
Housing Need Assessment
Homelessness Strategy
Non-Homeless Special Needs
Market Analysis
How was the Agency/Group/Organization
consulted and what are the anticipated
outcomes of the consultation or areas for
improved coordination?
Various City departments and City Council
provided data and information. Also played a
key role in identifying priorities and
recommendations regarding allocating HUD
funds.
7 Agency/Group/Organization Family Assistance Ministries Agency/Group/Organization Type Services-homeless
What section of the Plan was addressed by
Consultation?
Homelessness Strategy
Homeless Needs - Families with children
Homelessness Needs - Veterans
Homelessness Needs - Unaccompanied youth
How was the Agency/Group/Organization
consulted and what are the anticipated
outcomes of the consultation or areas for
improved coordination?
Helped identify housing and service needs of
persons at risk of becoming homeless and
those already homeless.
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Consolidated Plan ALISO VIEJO 9
OMB Control No: 2506-0117 (exp. 09/30/2021) Draft 3/20/23 8 Agency/Group/Organization Laura's House
Agency/Group/Organization Type Services-Victims of Domestic Violence What section of the Plan was addressed by
Consultation?
Non-Homeless Special Needs
How was the Agency/Group/Organization
consulted and what are the anticipated
outcomes of the consultation or areas for
improved coordination?
The agency helped identify the needs of
homeless women and women with children,
including victims of domestic violence.
9 Agency/Group/Organization Age Well Senior Services
Agency/Group/Organization Type Services-Elderly Persons What section of the Plan was addressed by
Consultation?
Non-Homeless Special Needs
How was the Agency/Group/Organization
consulted and what are the anticipated
outcomes of the consultation or areas for
improved coordination?
The agency helped identify the needs of senior
and frail elderly persons and households.
10 Agency/Group/Organization South County Outreach
Agency/Group/Organization Type Services-homeless
What section of the Plan was addressed by
Consultation?
Homelessness Strategy
Homeless Needs - Families with children
Anti-poverty Strategy
How was the Agency/Group/Organization
consulted and what are the anticipated
outcomes of the consultation or areas for
improved coordination?
Helped identify housing and service needs of
persons at risk of becoming homeless and
those already homeless.
12 Agency/Group/Organization Council On Aging - Orange County Agency/Group/Organization Type Services-Elderly Persons What section of the Plan was addressed by
Consultation?
Non-Homeless Special Needs
How was the Agency/Group/Organization
consulted and what are the anticipated
outcomes of the consultation or areas for
improved coordination?
The agency helped identify the needs of senior
and frail elderly persons and households.
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Consolidated Plan ALISO VIEJO 10
OMB Control No: 2506-0117 (exp. 09/30/2021) Draft 3/20/23 Identify any Agency Types not consulted and provide rationale for not consulting The City had an open consultation process; no agency was prevented or excluded from participating.
Other local/regional/state/federal planning efforts considered when preparing the Plan Name of Plan Lead Organization How do the goals of your Strategic Plan overlap with the goals of each plan?
Continuum of Care Orange County 211 Helped the City analyze the needs of Aliso Viejo homeless. Includes regional and local 2022 Point-In-
Time Survey and Plan to End Homelessness
(including Discharge Plan)
City of Aliso Viejo
Housing Element
City of Aliso Viejo Provided housing priorities and program goals City of Aliso Viejo 5 Yr.
Capital Improvement
Plan
City of Aliso Viejo Multi-year capital improvement plan helped identify priority capital projects that may be CDBG-eligible
Economic Development
Analysis & Strategy
City of Aliso Viejo Identified City economic strengths and weaknesses and provided a recommended strategy to close gaps
5 Yr. & 1 Yr. PHA Plan Orange County
Housing Authority
Identified OCHA resources to address the housing
needs of lower-income renter householders in the
City
Analysis of Impediments
to Fair Housing
Orange County A multi-jurisdictional document identified fair housing impediments within participating cities and
outlined a plan to address impediments
Table 3 – Other local / regional / federal planning efforts
Describe cooperation and coordination with other public entities, including the State and any adjacent units of general local government, in the implementation of the Consolidated Plan (91.215(l))
The City consulted with state agencies to obtain updated housing and population information.
Additionally, the City contacted various County of Orange agencies to obtain data on children with elevated lead blood levels, the number of households receiving rental assistance, homeless count, and other regional plans. Local governments also assisted the City with the preparation of the Consolidated Plan. As the current recipient of Housing Opportunities for Persons with AIDS (HOPWA) funds, Aliso Viejo consulted with the City of Anaheim regarding Aliso Viejo residents living with HIV and AIDS and available HOPWA program resources. The City also participated in roundtable meetings with other Orange County CDBG recipients to discuss regional housing and community needs.
Narrative (optional):
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Consolidated Plan ALISO VIEJO 11
OMB Control No: 2506-0117 (exp. 09/30/2021) Draft 3/20/23 PR-15 Citizen Participation – 91.105, 91.115, 91.200(c) and 91.300(c)
1. Summary of citizen participation process/Efforts made to broaden citizen participation Summarize citizen participation process and how it impacted goal-setting The City implemented the following efforts to obtain a broad range of resident input to prepare the Consolidated Plan and Action Plan:
Housing & Community Needs Survey: Electronic and hard copy survey instruments were used to obtain public input regarding priority housing and community needs. The surveys were publicized and accessible via social media (e.g., Twitter and Facebook) and the City’s website. Hard copies of the survey were also available at City Hall, the Aliso Viejo Community Center, and the Aliso Viejo Ranch. The survey was available to the public from January 23, 2023, through February 14, 2023. Summary survey results are incorporated into the Consolidated Plan as Appendix
2. Community Workshop: Numerous Housing Element community meetings were held to obtain public input regarding housing needs and activities to meet the City’s future housing needs.
Notices/Website: All public notices were published in local newspapers of general circulation (Aliso Viejo News). The draft Consolidated Plan and Action Plan were also posted on the City’s website for public review and comment. Hard copies were available during the required 30-day public comment period (see Appendix 2).
Public Hearings: Consistent with HUD’s regulations, the City Council held a public hearing at a regularly noticed and scheduled meeting (April 19, 2023) to obtain public input regarding the draft Consolidated Plan and the proposed use of 2023-2024 CDBG funds, and to authorize staff to submit the document to HUD.
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Consolidated Plan ALISO VIEJO 12
OMB Control No: 2506-0117 (exp. 09/30/2021) Draft 3/20/23
Citizen Participation Outreach
Sort Order Mode of Outreach Target of Outreach Summary of response/attendance
Summary of
comments received
Summary of comments
not accepted
and reasons
URL (If
applicable)
1 Housing &
Community Needs
Survey
Non-
targeted/broad
community
Survey to solicit input
regarding housing
needs (May 2021)
111 surveys were
collected - 96% self-
identified as
residents (See
Appendix 2)
NA NA
2 Housing &
Community Needs
Survey
Non-
targeted/broad
community
Survey to solicit input
regarding housing
and community
needs (February
2023)
38 surveys were
collected – 95%
self-identified as
residents (See
Appendix 2)
NA NA
3 Newspaper Ad Non-
targeted/broad
community
30-day public
comment period and
public hearing notice
TBD TBD NA
4 Public Hearing Non-
targeted/broad
community
4/19/23 public
hearing to approve
2023-2027 Con Plan
and 2023-2024
Action Plan and to
authorize submission
of the plans to HUD
TBD TBD NA
Table 4 – Citizen Participation Outreach
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Consolidated Plan ALISO VIEJO 13
OMB Control No: 2506-0117 (exp. 09/30/2021) Draft 3/20/23 Needs Assessment
NA-05 Overview
Needs Assessment Overview
HUD has provided the City with extensive data to assess the housing needs of Aliso Viejo residents. By default, HUD data is based on the Five-Year American Community Survey (ACS) data for 2013 through 2017, which the U.S. Census Bureau generates. Updated information is used to the extent that data is available.
Data to be assessed in this section of the Consolidated Plan include the following:
• Household demographics including population, number of households, and the number of households experiencing “housing problems”
• The extent to which housing problems are experienced disproportionally by one or more racial or ethnic groups
• Public housing – NOTE, THE CITY OF ALISO VIEJO DOES NOT OWN OR MANAGE PUBLIC
HOUSING
• An assessment of homeless needs, including an estimated number of sheltered and unsheltered individuals
• The City’s “Non-housing Community Development Needs,” such as public facilities, infrastructure, and social service needs
HUD’s housing needs estimates are based on an assessment of Census data of households experiencing one or more “housing problems.” Per HUD, a household is experiencing a housing problem if its residential unit is subject to one or more of the following conditions:
1. Lack of a complete kitchen facility
2. Lack of complete plumbing facilities
3. * Cost burdened: More than 30% of a household’s total gross income is spent on housing costs.
For renters, housing costs include rent paid by the tenant plus utilities; housing costs include mortgage payment, taxes, insurance, and utilities for owners. * Severely Cost Burden: More than 50% of a household’s total gross income is spent on housing costs. For renters, housing costs include rent paid by the tenant plus utilities; housing costs include mortgage payment, taxes, insurance, and utilities for owners.
4. * Overcrowded: Defined as a housing unit with 1.01 to 1.5 persons per room, excluding bathrooms, porches, foyers, halls, or half-rooms.
* Severely Overcrowded: Defined as housing with more than 1.51 persons per room, excluding bathrooms, porches, foyers, halls, or half-rooms.
It is important to note that in the context of the Consolidated Plan, crowding is defined by HUD, which is a different standard than the State of California’s housing unit occupancy standard, which is the standard that the City is required to enforce.
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Consolidated Plan ALISO VIEJO 14
OMB Control No: 2506-0117 (exp. 09/30/2021) Draft 3/20/23 HUD data also characterizes households by types:
• Small Related: Family household with two to four related members • Large Related: Family household with five or more related members • Elderly: Household whose head, spouse, or sole member is at least 62 years of age • Other: All other households
HUD defines a household as “All the people who occupy a housing unit. A household includes the related family members and all the unrelated people, if any, such as lodgers, foster children, wards, or employees who share the housing unit. A person living alone in a housing unit, or a group of unrelated people sharing a housing unit such as partners or roomers, is also counted as a household.” HUD Income Categories
Finally, HUD categorizes households by income:
• Extremely low-income: A household with an income equal to 0% to 30% of the Area Median Income (AMI) (or HUD Area Median Family Income - HAMFI) • Very low-income: A household with an income equal to 30.1% to 50% of the AMI • Low-income: A household with an income equal to 50.1% to 80% of the AMI • Low- and moderate-income: A household with an income less than 80% of AMI • Moderate-income: A household with income equal to 80% to 100% of AMI HUD updates income limits on an annual basis.
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Consolidated Plan ALISO VIEJO 15
OMB Control No: 2506-0117 (exp. 09/30/2021) Draft 3/20/23 NA-10 Housing Needs Assessment - 24 CFR 91.205 (a,b,c)
Summary of Housing Needs
The original Aliso Viejo Planned Community, which comprises most of the City, began development in the early 1980s. Residential portions of the planned community reached build-out soon after the City's incorporation in July 2001.
According to U.S. Census Bureau data presented in Table 5, the City’s population grew by 23% between 2009 and 2017. The number of households in the City grew – by 17% for the same period. Data from the U.S. Census reports the City’s current population at 51,943, comprising 18,999 households (2021 American Community Survey (ACS) 5-Year Table DP05). According to the California Department of Finance, as of January 2022, the City’s population is 50,782 (California Department of Finance, Demographic Research Unit Table 2E-5).
Aliso Viejo’s median household income grew by 12% between 2009 and 2017, according to Table
5. According to the U.S. Census, Aliso Viejo's 2021 household median income is $122,320 (2021 ACS 5- Year Table S1903).
Demographics Base Year: 2009 Most Recent Year: 2017 % Change Population 41,077 50,690 23%
Households 15,934 18,660 17%
Median Income $94,917.00 $106,353.00 12%
Table 5 - Housing Needs Assessment Demographics
Data Source: 2000 Census (Base Year), 2013 -2017 ACS (Most Recent Year)
Number of Households Table
0-30%
HAMFI
>30-50%
HAMFI
>50-80%
HAMFI
>80-100%
HAMFI
>100%
HAMFI
Total Households 1,480 1,195 2,500 2,050 11,435
Small Family Households 480 550 1,175 960 6,685
Large Family Households 40 70 145 190 985
Household contains at least one
person 62-74 years of age 315 195 480 325 1,630
Household contains at least one
person age 75 or older 254 175 200 145 335
Households with one or more
children 6 years old or younger 170 75 320 330 2,360
Table 6 - Total Households Table
Data Source: 2013-2017 CHAS
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Consolidated Plan ALISO VIEJO 16
OMB Control No: 2506-0117 (exp. 09/30/2021) Draft 3/20/23 Housing Needs Summary Tables
1. Housing Problems (Households with one of the listed needs) Renter Owner
0-30%
AMI
>30-
50%
AMI
>50-
80%
AMI
>80-
100%
AMI
Total 0-30%
AMI
>30-
50%
AMI
>50-
80%
AMI
>80-
100%
AMI
Total
NUMBER OF HOUSEHOLDS
Substandard
Housing -
Lacking
complete
plumbing or
kitchen facilities 15 40 15 20 90 10 0 0 15 25
Severely
Overcrowded -
With >1.51
people per room
(and complete
kitchen and
plumbing) 0 30 10 4 44 0 0 20 0 20
Overcrowded -
With 1.01-1.5
people per room
(and none of the
above problems) 25 0 65 25 115 0 30 45 0 75
Housing cost
burden greater
than 50% of
income (and
none of the
above problems) 655 580 260 60 1,555 415 160 350 125 1,050 Housing cost
burden greater
than 30% of
income (and
none of the
above problems) 40 125 790 550 1,505 30 45 395 515 985
Zero/negative
Income (and
none of the
above problems) 70 0 0 0 70 150 0 0 0 150
Table 7 – Housing Problems Table
Data Source: 2013-2017 CHAS
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Consolidated Plan ALISO VIEJO 17
OMB Control No: 2506-0117 (exp. 09/30/2021) Draft 3/20/23
2. Housing Problems 2 (Households with one or more Severe Housing Problems: Lacks kitchen or complete plumbing, severe overcrowding, severe cost burden) Renter Owner
0-
30%
AMI
>30-
50%
AMI
>50-
80%
AMI
>80-
100%
AMI
Total 0-
30%
AMI
>30-
50%
AMI
>50-
80%
AMI
>80-
100%
AMI
Total
NUMBER OF HOUSEHOLDS
Having 1 or more of
four housing problems 695 650 350 110 1,805 425 190 420 140 1,175 Having none of four
housing problems 95 205 935 885 2,120 50 155 795 915 1,915 Household has negative
income, but none of the
other housing problems 70 0 0 0 70 150 0 0 0 150
Table 8 – Housing Problems 2
Data Source: 2013-2017 CHAS
3. Cost Burden > 30%
Renter Owner
0-30%
AMI
>30-
50%
AMI
>50-80%
AMI
Total 0-30%
AMI
>30-
50%
AMI
>50-
80%
AMI
Total
NUMBER OF HOUSEHOLDS
Small Related 215 355 565 1,135 185 135 385 705
Large Related 20 35 40 95 15 15 49 79
Elderly 305 195 155 655 150 40 200 390
Other 185 185 350 720 105 40 130 275
Total need by
income
725 770 1,110 2,605 455 230 764 1,449
Table 9 – Cost Burden > 30%
Data Source: 2013-2017 CHAS
4. Cost Burden > 50%
Renter Owner
0-30%
AMI
>30-
50%
AMI
>50-
80%
AMI
Total 0-30%
AMI
>30-
50%
AMI
>50-
80%
AMI
Total
NUMBER OF HOUSEHOLDS
Small Related 195 285 75 555 175 115 180 470
Large Related 20 35 0 55 15 15 4 34
Elderly 305 195 75 575 130 10 110 250
Other 170 130 105 405 105 40 60 205
Total need by
income
690 645 255 1,590 425 180 354 959
Table 10 – Cost Burden > 50%
Data Source: 2013-2017 CHAS
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OMB Control No: 2506-0117 (exp. 09/30/2021) Draft 3/20/23
5. Crowding (More than one person per room)
Renter Owner
0-
30%
AMI
>30-
50%
AMI
>50-
80%
AMI
>80-
100%
AMI
Total 0-
30%
AMI
>30-
50%
AMI
>50-
80%
AMI
>80-
100%
AMI
Total
NUMBER OF HOUSEHOLDS
Single family
households 25 30 55 29 139 0 30 49 0 79
Multiple, unrelated
family households 0 0 20 0 20 0 0 15 0 15
Other, non-family
households 0 0 0 0 0 0 0 0 0 0
Total need by
income
25 30 75 29 159 0 30 64 0 94
Table 11 – Crowding Information – 1/2
Data Source: 2013-2017 CHAS
Renter Owner
0-30%
AMI
>30-
50%
AMI
>50-
80%
AMI
Total 0-30%
AMI
>30-
50%
AMI
>50-
80%
AMI
Total
Households
with Children
Present
Table 12 – Crowding Information – 2/2
Data Source
Comments: Table is populated with HUD-provided data.
Describe the number and type of single person households in need of housing assistance.
According to the U.S. Census Bureau, there are 4,756 one-person households in Aliso Viejo (2021 ACS - Year Estimate Table S2501). HUD’s Consolidated Plan tables do not provide data regarding one-person households experiencing housing problems. However, Table 7 shows few Aliso Viejo households live in housing units with incomplete plumbing or kitchen facilities; by definition, one-person households do not live in overcrowded housing. According to HUD’s 2013-2017 CHAS data (Table 21), 20.9% of all Aliso Viejo households are cost-burdened, and 14.5% are severely cost-burdened. Assuming one-person households are experiencing housing problems in the same proportion as the City as a whole, 994 one- person households are housing cost burdened, and 690 are severely housing cost burdened.
Estimate the number and type of families in need of housing assistance who are disabled or victims of domestic violence, dating violence, sexual assault and stalking.
According to the U.S. Census Bureau (2021 ACS -Year Estimate Table S1810), 3,217 Aliso Viejo residents live with a disability. Over one-third of residents with disabilities age 18 and older have difficulty living independently. The Census Bureau also reports that approximately 8% of Aliso Viejo residents with a disability have an income below the poverty level (2021 ACS -Year Estimate Table C18130).
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Consolidated Plan ALISO VIEJO 19
OMB Control No: 2506-0117 (exp. 09/30/2021) Draft 3/20/23 According to the State of California Attorney General’s Office, in 2021, there were 76 calls for assistance related to domestic violence in Aliso Viejo. No statistics regarding dating violence or stocking are available. Orange County has a well-established network of domestic violence shelter and service providers. These agencies offer emergency, transitional, and permanent housing options for victims of domestic violence.
What are the most common housing problems?
According to data from Table 7, substandard housing due to a lack of complete plumbing or kitchen facilities is not a significant issue (only 115 units are identified with this type of housing problem). Similarly, crowding is not a significant issue in the community – per Table 11, 253 housing units meet HUD’s definition of a crowded housing unit. Based on data from Tables 9 and 10, housing cost burden is the most prevalent housing issue. Based on HUD data, 21.7% of Aliso Viejo households are cost burdened; 13.7% are severely cost-burdened.
Are any populations/household types more affected than others by these problems? As indicated above, a cost-related housing problem is prevalent among low- and moderate-income households. Based on HUD data from Table 9, approximately 45.4% of small related lower-income households are housing cost burdened; 25.8% of lower-income elderly households are also experiencing housing cost burden. Per Table 10, 40.2% of lower-income small-related households are severely housing cost burdened – 32.4% of lower-income elderly households also experience severe housing cost burden.
Describe the characteristics and needs of Low-income individuals and families with children (especially extremely low-income) who are currently housed but are at imminent risk of either residing in shelters or becoming unsheltered 91.205(c)/91.305(c)). Also discuss the needs of formerly homeless families and individuals who are receiving rapid re-housing assistance and are nearing the termination of that assistance According to information from The Kennedy Commission (an Orange County-based nonprofit that advances housing solutions for very low- and extremely low-incomes households), Orange County is “[r]anked among the top ten least affordable metropolitan areas in the country.” The 2022-2023 Orange County Community Indicators Report states an annual income of $157,500 is needed to purchase a typical Orange County “entry-level” home (median price of $1,071,000). The hourly wage rate required to afford a median-priced one-bedroom rental unit, at $1,905 per month, is $36.63 – a minimum wage earner would need to work 98 hours per week to afford this unit. Considering these statistics and HUD’s housing problem tables, it is reasonable to conclude that extremely low-income and very low-income households, including elderly households on fixed incomes, may have difficulties maintaining their current housing situation, considering increasing housing costs and inflation.
For homeless households exiting rapid re-housing programs, local service providers have designed programs to ensure exiting clients have the capacity and tools to sustain self-sufficiency. “Housing Draft
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Consolidated Plan ALISO VIEJO 20
OMB Control No: 2506-0117 (exp. 09/30/2021) Draft 3/20/23 navigators” are adept at finding housing that meets clients' budget limits and is close to work, school, etc. Agency also provides various wrap-around supportive services, including follow-up counseling. However, according to local service providers, finding an affordable housing unit in South Orange County is problematic.
If a jurisdiction provides estimates of the at-risk population(s), it should also include a description of the operational definition of the at-risk group and the methodology used to generate the estimates:
As indicated above, small lower-income, and senior households experiencing severe housing cost burdens are most at risk of becoming homeless. The methodology for estimating the number of households at risk of homelessness is also outlined above.
Specify particular housing characteristics that have been linked with instability and an increased risk of homelessness
According to the Orange County Commission to End Homelessness, people experience homelessness for various reasons. The lack of affordable housing, acute poverty (household income of less than 50% of the federal poverty line), mental illness, and substance addiction are some characteristics of households at risk of homelessness. As evidenced by HUD data, lower-income small related and seniors households are the most vulnerable Aliso Viejo households, primarily due to housing affordability.
Discussion
Based on data provided by HUD, a significant percentage of lower-income Aliso Viejo households are experiencing a housing problem. The most prevalent housing problem is housing cost burden. The issue is most severe among renter and homeowner households with incomes below 50% of the AMI. Recent community assessment data from the County of Orange also indicates that low-income households face significant challenges in finding and maintaining affordable housing. The risk of homelessness is also impacted by factors such as substance addiction and mental illness.
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OMB Control No: 2506-0117 (exp. 09/30/2021) Draft 3/20/23 NA-15 Disproportionately Greater Need: Housing Problems – 91.205 (b)(2) Introduction
Per HUD, a “disproportionately greater need” exists when the members of a racial or ethnic group at a given income level experience housing problems at a rate at least 10% points greater than the income category as a whole.
Example - Assume that 60% of all low-income households within a jurisdiction have a housing problem and 70% of low-income Hispanic households have a housing problem. In this case, low-income Hispanic households have a disproportionately greater need.
The four housing problems are:
1. Lack of complete kitchen facilities
2. Lack of complete plumbing facilities
3. More than one person per room, excluding bathrooms, porches, foyers, halls or half-rooms, or
4. Cost burden greater than 30%
The following tables identify the number and extent of housing problems by income level and race/ethnicity (based on HUD-provided data).
0%-30% of Area Median Income
Housing Problems Has one or more
of four housing
problems
Has none of the
four housing
problems
Household has
no/negative
income, but none
of the other
housing problems
Jurisdiction as a whole 1,185 75 220
White 735 70 185
Black / African American 40 0 0
Asian 220 10 35
American Indian, Alaska Native 0 0 0
Pacific Islander 0 0 0
Hispanic 165 0 0
Table 13 - Disproportionally Greater Need 0 - 30% AMI
Data Source: 2013-2017 CHAS
*The four housing problems are: 1. Lacks complete kitchen facilities, 2. Lacks complete plumbing facilities, 3. More than one person per room, 4. Cost Burden greater than 30%
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OMB Control No: 2506-0117 (exp. 09/30/2021) Draft 3/20/23 30%-50% of Area Median Income
Housing Problems Has one or more
of four housing
problems
Has none of the
four housing
problems
Household has
no/negative
income, but none
of the other
housing problems
Jurisdiction as a whole 1,010 195 0
White 635 120 0
Black / African American 100 0 0
Asian 110 25 0
American Indian, Alaska Native 0 20 0
Pacific Islander 0 0 0
Hispanic 145 25 0
Table 14 - Disproportionally Greater Need 30 - 50% AMI
Data Source: 2013-2017 CHAS
*The four housing problems are: 1. Lacks complete kitchen facilities, 2. Lacks complete plumbing facilities, 3. More than one person per room, 4. Cost Burden greater than 30%
50%-80% of Area Median Income
Housing Problems Has one or more
of four housing
problems
Has none of the
four housing
problems
Household has
no/negative
income, but none
of the other
housing problems
Jurisdiction as a whole 1,955 545 0
White 1,295 295 0
Black / African American 0 35 0
Asian 235 115 0
American Indian, Alaska Native 30 0 0
Pacific Islander 0 0 0
Hispanic 305 40 0
Table 15 - Disproportionally Greater Need 50 - 80% AMI
Data Source: 2013-2017 CHAS
*The four housing problems are: 1. Lacks complete kitchen facilities, 2. Lacks complete plumbing facilities, 3. More than one person per room, 4. Cost Burden greater than 30%
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OMB Control No: 2506-0117 (exp. 09/30/2021) Draft 3/20/23 80%-100% of Area Median Income
Housing Problems Has one or more
of four housing
problems
Has none of the
four housing
problems
Household has
no/negative
income, but none
of the other
housing problems
Jurisdiction as a whole 1,315 735 0
White 950 465 0
Black / African American 0 15 0
Asian 120 85 0
American Indian, Alaska Native 0 0 0
Pacific Islander 0 0 0
Hispanic 225 170 0
Table 16 - Disproportionally Greater Need 80 - 100% AMI Data Source: 2013-2017 CHAS
*The four housing problems are: 1. Lacks complete kitchen facilities, 2. Lacks complete plumbing facilities, 3. More than one person per room, 4. Cost Burden greater than 30%
Discussion
HUD data from Tables 13 through 16 indicate that many Aliso Viejo households are experiencing some housing problems.
Based on data from Table 13, most extremely low-income households are experiencing one or more housing problems; however, extremely low-income Black/African American and Hispanic households are disproportionally impacted. Among very low-income households (Table 14), Black/African American households are disproportionally impacted by housing problems. For households with low -income (50% to 80% AMI), HUD data indicates that Black/African American and Hispanic households are disproportionally experiencing housing problems (Table 15). Finally, according to HUD’s data, among households with incomes between 80% and 100% AMI, no race or ethnic groups are disproportionally experiencing a housing problem (Table 16).
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Consolidated Plan ALISO VIEJO 24
OMB Control No: 2506-0117 (exp. 09/30/2021) Draft 3/20/23 NA-20 Disproportionately Greater Need: Severe Housing Problems –91.205 (b)(2) Introduction
As indicated above, per HUD, a “disproportionately greater need” exists when the members of a racial or ethnic group at a given income level experience housing problems at a rate at least 10% greater than the income category as a whole. Tables 17 through 20 provide data regarding Aliso Viejo households experiencing severe housing problems, that is, housing units that lack a complete kitchen facility or plumbing facilities, households who pay more than 50% of total household gross income for housing, or a housing unit with more than 1.51 persons per room.
0%-30% of Area Median Income
Severe Housing Problems* Has one or more
of four housing
problems
Has none of the
four housing
problems
Household has
no/negative income,
but none of the other
housing problems
Jurisdiction as a whole 1,120 145 220
White 700 105 185
Black / African American 20 20 0
Asian 220 10 35
American Indian, Alaska Native 0 0 0
Pacific Islander 0 0 0
Hispanic 155 10 0
Table 17 – Severe Housing Problems 0 - 30% AMI
Data Source: 2013-2017 CHAS
*The four severe housing problems are: 1. Lacks complete kitchen facilities, 2. Lacks complete plumbing facilities, 3. More than
1.5 persons per room, 4. Cost Burden over 50%
30%-50% of Area Median Income
Severe Housing Problems* Has one or more
of four housing
problems
Has none of the
four housing
problems
Household has
no/negative income,
but none of the other
housing problems
Jurisdiction as a whole 840 360 0
White 550 205 0
Black / African American 100 0 0
Asian 85 45 0
American Indian, Alaska Native 0 20 0
Pacific Islander 0 0 0
Hispanic 85 85 0
Table 18 – Severe Housing Problems 30 - 50% AMI
Data Source: 2013-2017 CHAS
*The four severe housing problems are: 1. Lacks complete kitchen facilities, 2. Lacks complete plumbing facilities, 3. More than
1.5 persons per room, 4. Cost Burden over 50%
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Consolidated Plan ALISO VIEJO 25
OMB Control No: 2506-0117 (exp. 09/30/2021) Draft 3/20/23 50%-80% of Area Median Income
Severe Housing Problems* Has one or more
of four housing
problems
Has none of the
four housing
problems
Household has
no/negative income,
but none of the other
housing problems
Jurisdiction as a whole 770 1,730 0
White 590 1,000 0
Black / African American 0 35 0
Asian 60 290 0
American Indian, Alaska Native 10 20 0
Pacific Islander 0 0 0
Hispanic 90 250 0
Table 19 – Severe Housing Problems 50 - 80% AMI
Data Source: 2013-2017 CHAS
*The four severe housing problems are: 1. Lacks complete kitchen facilities, 2. Lacks complete plumbing facilities, 3. More than
1.5 persons per room, 4. Cost Burden over 50%
80%-100% of Area Median Income
Severe Housing Problems* Has one or more
of four housing
problems
Has none of the
four housing
problems
Household has
no/negative income,
but none of the other
housing problems
Jurisdiction as a whole 250 1,800 0
White 165 1,250 0
Black / African American 0 15 0
Asian 35 170 0
American Indian, Alaska Native 0 0 0
Pacific Islander 0 0 0
Hispanic 50 345 0
Table 20 – Severe Housing Problems 80 - 100% AMI
Data Source: 2013-2017 CHAS
*The four severe housing problems are: 1. Lacks complete kitchen facilities, 2. Lacks complete plumbing facilities, 3. More than
1.5 persons per room, 4. Cost Burden over 50%
Discussion
HUD data from Tables 17 through 20 indicate that several lower-income Aliso Viejo households are experiencing severe housing problems.
Among households with extremely low-income (Table 17), Asian and Hispanic populations are disproportionately experiencing severe housing problems. Among very low-income households (Table 18), only Black/African American households are reported to be disproportionally impacted by severe housing problems. For households with low income (50% to 80% AMI), HUD data indicates that no Draft
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Consolidated Plan ALISO VIEJO 26
OMB Control No: 2506-0117 (exp. 09/30/2021) Draft 3/20/23 particular group of race/ethnic households is disproportionally experiencing severe housing problems (Table 19). Similarly, according to HUD’s data, among households with incomes between 80% and 100% AMI (Table 20), no one category of race/ethnic households is disproportionally experiencing a severe housing problem.
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Consolidated Plan ALISO VIEJO 27
OMB Control No: 2506-0117 (exp. 09/30/2021) Draft 3/20/23 NA-25 Disproportionately Greater Need: Housing Cost Burdens – 91.205 (b)(2) Introduction:
As outlined in the previous sections, a “disproportionately greater need” (as defined by HUD) exists when the members of a racial or ethnic group at a given income category experience housing problems at a greater rate (i.e., 10% points) than the income level as a whole. The previous tables evaluated disproportionality for all four housing problems by income and race/ethnicity. Data for Table 21 is solely for housing cost burden.
Housing Cost Burden
Housing Cost Burden <=30% 30-50% >50% No / negative
income (not
computed)
Jurisdiction as a whole 11,720 3,865 2,860 220
White 7,890 2,505 2,010 185
Black / African
American 145 30 115 0
Asian 1,860 460 365 35
American Indian,
Alaska Native 60 20 10 0
Pacific Islander 0 0 0 0
Hispanic 1,410 725 305 0
Table 21 – Greater Need: Housing Cost Burdens AMI
Data Source: 2013-2017 CHAS
Discussion:
Based on the data provided by HUD in Table 21, Black/African Americans with incomes over 50% of AMI are experiencing a disproportionately greater housing cost burden; however, it is important to note that several cohorts trend close to the disproportionate need threshold (e.g., extremely low-income American/Alaskan Natives, and very low-income Hispanics).
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Consolidated Plan ALISO VIEJO 28
OMB Control No: 2506-0117 (exp. 09/30/2021) Draft 3/20/23 NA-30 Disproportionately Greater Need: Discussion – 91.205(b)(2) Are there any Income categories in which a racial or ethnic group has disproportionately greater need than the needs of that income category as a whole? HUD data does show varying degrees of housing problems among Aliso Viejo residents regardless of race or ethnicity. The data indicate that Black/African American, American Indian/Alaska Native, and Hispanic households are experiencing disproportionate housing needs. The data also suggest that Asian, Black/African American and Hispanic households are experiencing disproportionate severe housing needs. HUD data also suggests housing cost is the prevalent problem among all races/ethnic categories, especially among extremely low-income households.
If they have needs not identified above, what are those needs? For households experiencing one of the four housing problems, rental assistance, housing rehabilitation assistance, and certain social services (e.g., safety net services) may provide households with additional resources to afford or maintain decent housing.
Are any of those racial or ethnic groups located in specific areas or neighborhoods in your community?
Asians and Hispanics comprise the community’s most prominent minority populations – 16.3% and
18.9%, respectively. Per HUD’s CPDMaps program, the City’s Asian population lives throughout the community. The Census Tract with the highest concentration of Asian residents is 0626.38, with 21.12% Asian residents. The Census Tract with the largest concentration of Hispanics is Census Tract 0423.20, with nearly a third of residents (28.7%) identified as of “Hispanic Origin. (Note: this Census Tract is shared with two neighboring jurisdictions.). See Appendix 3 – Map A and Map B.
CPDMaps also identifies three Census Tracts with a high concentration of housing cost burden. Over
45.75% of residents living in these Census Tracts pay more than 30% of their income for housing (Appendix 3 – Map C). CPDMaps data shows that 48.19% of residents of Census Tract 0423.20 are experiencing a housing cost burden – this is the same Census Tract with the largest concentration of Hispanic residents.
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Consolidated Plan ALISO VIEJO 29
OMB Control No: 2506-0117 (exp. 09/30/2021) Draft 3/20/23 NA-35 Public Housing – 91.205(b)
Introduction
Aliso Viejo does not operate a HUD-funded public housing authority - the City partners with the Orange County Housing Authority (OCHA). The information provided in Table 22 through Table 25 is for all Orange County communities served by OCHA; however, based on consultation with OCHA, as of February 2023, 161 Aliso Viejo households are receiving HUD-funded rental assistance, including four households receiving Veterans Affairs Supportive Housing (VASH) assistance, four Continuum of Care Voucher (homeless), and four households participating in the Emergency Voucher Program (COVID-relief). Other information regarding Aliso Viejo rental assistance program participants includes the following:
• 131 are White, 17 African American/Black, 10 Asian, and three multi-racial - 24 are ethnically Hispanic/Latino • 80 households have at least one disabled household member • 98 households have at least one household member that is age 62 or older • 17 households were homeless at the time of admission into the program • 7 households are Veteran households
• Average household income is $20,991
• The average household size is two (1.7 persons)
• 67.7% of program participants have received OCHA rental assistance for over five years Totals in Use
Program Type
Certificate Mod-
Rehab
Public
Housing
Vouchers
Total Project-
based
Tenant -
based
Special Purpose Voucher
Veterans
Affairs
Supportive
Housing
Family
Unification
Program
Disabled
*
# of units vouchers in use 0 0 0 10,825 0 10,418 187 207 10 Table 22 - Public Housing by Program Type
*includes Non-Elderly Disabled, Mainstream One-Year, Mainstream Five-year, and Nursing Home Transition Data Source: PIC (PIH Information Center)
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Consolidated Plan ALISO VIEJO 30
OMB Control No: 2506-0117 (exp. 09/30/2021) Draft 3/20/23 Characteristics of Residents
Program Type
Certificate Mod-
Rehab
Public
Housing
Vouchers
Total Project-
based
Tenant -
based
Special Purpose Voucher
Veterans Affairs
Supportive
Housing
Family
Unification
Program
Average Annual Income 0 0 0 16,476 0 16,470 17,239 15,594 Average length of stay 0 0 0 8 0 8 0 4
Average Household size 0 0 0 2 0 2 1 3
# Homeless at admission 0 0 0 87 0 5 72 10
# of Elderly Program Participants (>62) 0 0 0 4,926 0 4,884 38 3 # of Disabled Families 0 0 0 2,163 0 2,075 64 14
# of Families requesting accessibility
features 0 0 0 10,825 0 10,418 187 207
# of HIV/AIDS program participants 0 0 0 0 0 0 0 0
# of DV victims 0 0 0 0 0 0 0 0
Table 23 – Characteristics of Public Housing Residents by Program Type Data Source: PIC (PIH Information Center)
Race of Residents
Program Type
Race Certificate Mod-
Rehab
Public
Housing
Vouchers
Total Project-
based
Tenant
-based
Special Purpose Voucher
Veterans Affairs
Supportive Housing
Family Unification
Program
Disabled
*
White 0 0 0 5,857 0 5,528 139 182 6
Black/African American 0 0 0 745 0 693 39 10 2
Asian 0 0 0 4,128 0 4,107 4 15 2
American Indian/Alaska
Native 0 0 0 64 0 60 4 0 0
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Consolidated Plan ALISO VIEJO 31
OMB Control No: 2506-0117 (exp. 09/30/2021) Draft 3/20/23 Program Type
Race Certificate Mod-
Rehab
Public
Housing
Vouchers
Total Project-
based
Tenant
-based
Special Purpose Voucher
Veterans Affairs
Supportive Housing
Family Unification
Program
Disabled
*
Pacific Islander 0 0 0 31 0 30 1 0 0
Other 0 0 0 0 0 0 0 0 0
*includes Non-Elderly Disabled, Mainstream One-Year, Mainstream Five-year, and Nursing Home Transition Table 24 – Race of Public Housing Residents by Program Type Data Source: PIC (PIH Information Center)
Ethnicity of Residents
Program Type
Ethnicity Certificate Mod-
Rehab
Public
Housing
Vouchers
Total Project-
based
Tenant -
based
Special Purpose Voucher
Veterans
Affairs
Supportive
Housing
Family
Unification
Program
Disabled
*
Hispanic 0 0 0 1,941 0 1,814 34 87 4
Not Hispanic 0 0 0 8,884 0 8,604 153 120 6
*includes Non-Elderly Disabled, Mainstream One-Year, Mainstream Five-year, and Nursing Home Transition Table 25 – Ethnicity of Public Housing Residents by Program Type Data Source: PIC (PIH Information Center)
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Consolidated Plan ALISO VIEJO 32
OMB Control No: 2506-0117 (exp. 09/30/2021) Draft 3/20/23 Section 504 Needs Assessment: Describe the needs of public housing tenants and applicants on the waiting list for accessible units:
Not applicable
Most immediate needs of residents of Public Housing and Housing Choice voucher holders Not applicable
How do these needs compare to the housing needs of the population at large Not applicable
Discussion
As indicated, the City of Aliso Viejo does not own or manage public housing. OCHA serves city residents. Based on data provided by OCHA, as of February 2023, 161 households are receiving housing assistance. OCHA has also provided data indicating that as of February 2023, six Aliso Viejo households are on the housing assistance waitlist. It is important to note that during the past year, OCHA has purged its waitlist in preparation for opening a new waitlist – it has been over five years since OCHA last opened the waitlist.
The City will continue to work with OCHA as necessary. These efforts include consultation as part of preparing the City’s Consolidated Plan and annual Action Plans and assisting OCHA with preparing and certifying their Public Housing Authority (PHA) Plan.
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Consolidated Plan ALISO VIEJO 33
OMB Control No: 2506-0117 (exp. 09/30/2021) Draft 3/20/23 NA-40 Homeless Needs Assessment – 91.205(c)
Introduction:
Homeless researchers typically use one of two methods to measure homelessness. One method attempts to count all persons that are literally homeless on a given day/week (point-in-time count). The second examines the number of people who are homeless over a given period - period prevalence count. The Orange County Continuum of Care (OC-CoC) uses the first method for the biennial enumeration of the region’s homeless.
The most recent Point-In-Time Survey (PITS) of the region’s homeless was conducted in February 2022. All Orange County cities, including Aliso Viejo, were invited to contribute and participate. The survey identified 13 unsheltered and four sheltered homeless individuals in Aliso Viejo. To address some of the narratives below, estimates will be based on the assumption that the City’s homeless population mirrors the region’s homeless population.
Homeless Needs Assessment
Population Estimate the # of persons
experiencing homelessness
on a given night
Estimate the #
experiencing
homelessness
each year
Estimate the
# becoming
homeless
each year
Estimate the #
exiting
homelessness
each year
Estimate the #
of days
persons
experience
homelessness
Sheltered Unsheltered
Persons in Households with Adult(s) and
Child(ren) 4 0 0 0 0 0
Persons in Households with Only
Children 0 0 0 0 0 0
Persons in Households with Only Adults 0 13 0 0 0 0
Chronically Homeless Individuals 0 8 0 0 0 0
Chronically Homeless Families 0 0 0 0 0 0
Veterans 0 1 0 0 0 0
Unaccompanied Child 0 0 0 0 0 0
Persons with HIV 0 1 0 0 0 0
Table 26 - Homeless Needs Assessment
Data Source Comments: Additional table information was also not provided by Point -In-Time Survey.
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Consolidated Plan ALISO VIEJO 34
OMB Control No: 2506-0117 (exp. 09/30/2021) Draft 3/20/23
Indicate if the homeless population
is:
Has No Rural Homeless
If data is not available for the categories "number of persons becoming and exiting homelessness each year," and "number of days that persons experience homelessness," describe these categories for each homeless population type (including chronically homeless individuals and families, families with children, veterans and their families, and unaccompanied youth):
As indicated above, the 2022 PITS identified 17 homeless individuals in Aliso Viejo – 0.3% of the County’s total homeless population identified in the PITS (2.9% of the homeless in the South Service Planning Area (SPA)). Demographic data for these 17 individuals is limited. Assuming the Aliso Viejo homeless population mirrors the County, the following demographic information is provided:
• Gender: 9 males and 8 females
• Age: 2 under age 18, 5 age 25-39, 4 age 40-49, 2 age 50-54, 3 age 55-61, and 1 age 62 plus • Race: 2 Black/African American, 12 White, 3 Multi-racial • Ethnicity: 6 Hispanic and 11 non-Hispanic
Chronic Homeless: A chronically homeless individual is an unaccompanied individual (living in an emergency shelter or unsheltered) with a disabling condition who has been continuously homeless for a year or more or has had at least 4 episodes of homelessness in the past 3 years.
The 2022 PITS estimates that 48.2% of the County’s homeless are chronically homeless. Based on this percentage, it is estimated that eight of Aliso Viejo’s homeless may be chronically homeless.
The 2022 PITS does not provide data regarding the number of chronically homeless families. 2022 homeless data reported to HUD via the OC- CoC HMIS indicates there are 102 “Chronically homeless persons in households with at least one adult and one child” in Orange County – approximately 1.8% of the total County homeless population. Based on this statistic, it appears there are no chronically homeless families with children in Aliso Viejo.
Families with Children: The 2022 PITS does not provide information regarding homeless families in Aliso Viejo. The PITS does report that approximately 21% of the region’s homeless are “families.” Applying this factor to the City’s homeless population, four of the City’s homeless population are likely members of a family. OCHA waitlist data is often a good indicator of the number of homeless families with children needing shelter. Data provided by OCHA indicates no homeless families are presently waiting for federal rental assistance. The OC-CoC typically Draft
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OMB Control No: 2506-0117 (exp. 09/30/2021) Draft 3/20/23 prioritizes housing resources for homeless families with children; consequently, it is not unreasonable that there is a relatively low number of homeless families with children in Aliso Viejo.
Veterans & their Families: The County’s 2022 PITS indicates approximately 4.9% of the region’s homeless are veterans; however, HUD’s 2022 Annual Homelessness Assessment Report to Congress indicates that nationwide, 33,129 veterans were experiencing homeless – approximately 7% of all adults experiencing homelessness. Applying these percentages to Aliso Viejo’s homeless population, it is estimated there is one homeless veteran in the City. This same HUD report indicates “nearly all veterans were experiencing homelessness as individuals.” Based on this finding, assuming no homeless veterans with families in the City is reasonable. OCHA reports that four Aliso Viejo households receive rental assistance via the VASH program (a veterans housing/services program). Three of these households are formerly homeless - two are veteran households with at least one child.
Unaccompanied Youth: The regional 2022 PITS indicates 4.1% of the region’s homeless are Transitional Age Youth (age 18 to 24). Based on this data, it is reasonable to assume that Aliso Viejo has zero or one unaccompanied homeless youth.
HIV/AIDS: The 2022 PITS estimated that 2.6% of homeless adults have HIV/AIDS, indicating that zero or one homeless individual in Aliso Viejo has HIV/AIDS.
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OMB Control No: 2506-0117 (exp. 09/30/2021) Draft 3/20/23 Nature and Extent of Homelessness: (Optional)
Race: Sheltered: Unsheltered (optional)
White 3 9
Black or African American 1 3
Asian 0 0
American Indian or Alaska
Native 0 0
Pacific Islander 0 0
Multi-racial 0 1
Ethnicity: Sheltered: Unsheltered (optional)
Hispanic 2 4
Not Hispanic 2 9
Data Source
Comments: 211-Orange County
Estimate the number and type of families in need of housing assistance for families with children and the families of veterans.
As outlined previously, OCHA has provided the City with information regarding Aliso Viejo households that receive rental assistance and that are on the assisted housing waitlist. As of February 2022, six Aliso Viejo households are on the waitlist for housing assistance – all are one-person households. One applicant reports zero income; the others report minimal income. Four of the six applicants are age 62 plus, which is consistent with observations from the 2022 PITS – an increase in the number of homeless seniors. The 2022 PITS indicates 12.6% of the County’s homeless are seniors (9.8% among unsheltered homeless and 15.7% among sheltered homeless).
Per the U.S. Census Bureau, 4.9% of the City’s population lives below the poverty level, including 7.6% of residents age 65 plus. According to OCHA data, 93 households that receive rental assistance have incomes below the poverty level. Sixteen (16) of these Aliso Viejo households are families with children - two of these families are veteran households. Additionally, 61 households that receive rental assistance are seniors, and 51 are disabled households. Without rent subsidies, many of these households are at risk of homelessness.
Describe the Nature and Extent of Homelessness by Racial and Ethnic Group.
The 2022 PITS provides data on the race and ethnicity of the County’s sheltered and unsheltered homeless. Based on this data, it is likely that 12 of the City’s homeless population is White, two are Black/African American, and three are multi-racial.
Describe the Nature and Extent of Unsheltered and Sheltered Homelessness.
As previously stated, the 2022 PITS reports four sheltered and 13 unsheltered homeless in Aliso Viejo.
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OMB Control No: 2506-0117 (exp. 09/30/2021) Draft 3/20/23 Discussion:
The 2022 Point-In-Time Survey of Orange County’s homeless identified 13 unsheltered and four sheltered homeless in Aliso Viejo. Based on regional statistics, nine of the City’s homeless are male, and eight are female. Most Aliso Viejo homeless are between the age of 25 and 49. Approximately 5% of the City’s residents live below the poverty line. Some of these households currently receive federal rental assistance; however, these and other lower-income and special needs populations (e.g., seniors and the disabled) are at risk of homelessness.
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OMB Control No: 2506-0117 (exp. 09/30/2021) Draft 3/20/23 NA-45 Non-Homeless Special Needs Assessment - 91.205 (b,d) Introduction:
HUD requires that the Consolidated Plan include a review of relevant data regarding the housing needs of persons who require special supportive housing but are not homeless. Specific segments of the population, such as the elderly, disabled, victims of domestic violence, and persons with HIV/AIDS, may experience conditions that make it difficult to access suitable affordable housing. Physical or medical conditions, space or supportive service requirements, income, or other factors may impede a household’s ability to obtain decent and affordable housing. This section briefly describes the characteristics of these special needs populations in Aliso Viejo.
Describe the characteristics of special needs populations in your community:
Elderly/Frail Elderly. According to the U.S. Census, 5.7% of Aliso Viejo residents are age 65 and over.
Issues faced by this population include limited mobility, increased medical attention due to health complications, and fixed income (e.g., Social Security, pension, and retirement income). Many older adults have difficulty completing regular, everyday tasks without assistance. Common service needs for the elderly include public transit, health and nutrition services, and in-home support services.
As detailed in HUD’s housing needs tables (Tables 9 and 10), 1,045 lower-income elderly households are experiencing a housing cost burden, and 825 are experiencing a severe housing cost burden. OCHA reports that as of February 2023, 92 senior households receive federal rental assistance. OCHA also reports that four senior Aliso Viejo households are presently on the housing assistance waitlist.
Persons with mental, physical, and/or developmental disabilities. According to the 2009-2013 ACS, approximately 6.2% of Aliso Viejo’s population has one or more disabilities. Federal laws define a person with a disability as "Any person who has a physical or mental impairment that substantially limits one or more major life activities...” A physical or mental impairment generally includes hearing, mobility, and visual impairments, chronic alcoholism, chronic mental illness, AIDS or AIDS-related medical complication, and mental retardation.
As of February 2022, OCHA provides housing assistance to 80 disabled households – no individuals with a disability are presently on the housing assistance waitlist.
Victims of domestic violence, dating violence, sexual assault, and stalking. Domestic violence is manifested in many forms; willful intimidation, physical assault, sexual assault, and/or other abusive behavior that is part of a systematic pattern of power and control perpetrated by one intimate partner against another. Nationwide it is estimated that one in three women and one in four men experience some form of domestic violence by an intimate partner. The California Department of Justice reports that in 2021, 76 domestic violence calls for assistance were reported in Aliso Viejo. For these individuals and households, temporary safe housing is vital. The 2022 PITS estimates that 855, or 17.1% of homeless adults, were victims of domestic violence. Several housing options are available for victims of Draft
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OMB Control No: 2506-0117 (exp. 09/30/2021) Draft 3/20/23 domestic violence; however, the 2022 PITS indicates that 33.8% of these individuals were unsheltered.
Based on these statistics, it is estimated three of the City’s homeless may be victims of domestic abuse.
Persons with HIV/AIDS and their families. The Orange County Health Care Agency estimated that as of December 31, 2021, 6,772 individuals in Orange County live with HIV, with an additional 950 persons unaware of their HIV status. For Aliso Viejo, the Health Care Agency reports there are “no cases or [the per 100,000 population] rate [is] not calculated.” Persons with HIV/AIDS may face various challenges in obtaining and maintaining stable housing. Access to safe, affordable housing may be as crucial to their general health and well-being as access to quality healthcare. The persistent shortage of stable housing can be a barrier to consistent medical care and treatment. In addition, persons with HIV/AIDS may be targets of discrimination, including illegal eviction from their homes when their illness is exposed. The Fair Housing Amendments Act of 1988 prohibits housing discrimination against persons with disabilities, including persons with HIV/AIDS. As previously reported, the 2022 PITS estimates 2.6% of the County’s homeless live with HIV/AIDS – applied to the City’s homeless population, it is estimated that zero or one homeless individual may have HIV/AIDS.
What are the housing and supportive service needs of these populations and how are these needs determined?
Elderly/Frail elderly. As people age, their dependency on Social Security and pension programs increases as their primary income sources. According to the Census Bureau, approximately 5.7% of Aliso Viejo’s population is age 65 and older. While the elderly may qualify for income through Social Security, this income source may only cover part of the total mortgage or rent cost, leaving little or nothing for food, medical needs, or other necessities. Frail elderly individuals often require specialized in-home services such as food preparation, housekeeping, and personal hygiene assistance. Assisted living facilities generally cost more than the typical housing in the community, which could make it increasingly difficult for this group to afford housing without assistance. Senior advocates, such as Age Well Senior Services and Council on Aging – Southern California, provided the City with information regarding the service needs of the community’s seniors. Regionally, the County’s Office on Aging supports various services, including elder abuse prevention and legislative advocacy for all Orange County seniors.
Persons with mental, physical, and/or developmental disabilities. A disability can negatively impact a person’s ability to work and earn money. Many disabled people live in households with incomes below the federal poverty level; therefore, access and availability to affordable housing is a crucial issue among persons with disabilities. In addition to affordability, other needs may include supportive services, design features to accommodate physical limitations, and proximity to transit and community amenities.
The Regional Center is a nonprofit organization contracted by the State of California to coordinate lifelong services and support for individuals with developmental disabilities. The Regional Center is the first stop for those seeking local services and support that help individuals with intellectual and physical Draft
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OMB Control No: 2506-0117 (exp. 09/30/2021) Draft 3/20/23 disabilities live safely and with dignity in the community. Partner agencies provide various services, including housing, self-determination programs, and employment training and placement.
Victims of domestic violence, dating violence, sexual assault, and stalking. Victims of domestic violence need access to safe housing and specialized support services such as legal, mental health, and financial counseling. Several agencies in the County provide these services and advocate on behalf of their clients. During the Consolidated Plan's preparation, the City consulted with Laura’s House, one of the County’s leading providers of housing and services for domestic violence victims.
Persons with HIV/AIDS and their families. As outlined above, persons with HIV/AIDS may face various barriers to obtaining and maintaining affordable, stable housing. Based on average housing costs, persons with HIV/AIDS could be forced to pay a large portion of their income for healthcare that might otherwise go toward monthly rent or mortgage. HUD has allocated Housing Opportunities for Persons With AIDS (HOPWA) grant funds to the City of Anaheim on behalf of all Orange County cities. Through the consultation process, the City of Anaheim has indicated that on a countywide basis, it will utilize HOPWA resources to fund supportive services (approximately 185 individuals per year) and Tenant Based Rental Assistance (approximately 70 households per year). No specific HOPWA-funded activity is slated for Aliso Viejo.
Discuss the size and characteristics of the population with HIV/AIDS and their families within the Eligible Metropolitan Statistical Area:
The Orange County Health Care Agency estimated that as of December 31, 2021, 6,772 individuals in Orange County living with HIV, with an additional 950 persons unaware of their HIV status. Information regarding the characteristics of County residents identified with HIV in 2021 includes the following:
• Gender: 88.3% male, 9.9% female, and 1.8% other/not identified • Race/Ethnicity: 52.2% Hispanic,28.8% White, 12.0% Asian, 5.1% Black, and 1.9% Other/Unknown • Age at Diagnosis: 2.2% age 0-18, 20.8% age 19-25, 32.5% age 26-35, 18.6% age 36-45, 15.3% age 46-55, and 10.6% age 56 and older
• Mode of Exposure: 68.6% by men having sex with men, 12.4% via heterosexual contact, and
7.3% by injection drug use
Discussion:
Orange County is one of the most expensive housing markets in the nation; therefore, it is not unexpected that many households in Aliso Viejo are experiencing some form of housing problem. Cost burden is the most prevalent housing problem in the City. In addition to the housing challenges many Aliso Viejo households face, special needs populations also face the added burden of affording the services that help maintain their quality of life.
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OMB Control No: 2506-0117 (exp. 09/30/2021) Draft 3/20/23 NA-50 Non-Housing Community Development Needs – 91.215 (f) Describe the jurisdiction’s need for Public Facilities:
The City’s public facilities are generally in good condition; however, age and federal/state regulations changes may necessitate upgrading. For example, while most City public facilities have been constructed to meet ADA accessibility requirements, recent changes to these regulations may require upgrades to public improvements to comply with current regulations.
How were these needs determined?
The City of Aliso Viejo’s Capital Improvement Plan identifies public facilities slated for installation, replacement, or upgrading (including ADA compliance). Public input via the Housing and Community Needs Survey has also been used to identify public facilities that may be considered for CDBG funding.
Describe the jurisdiction’s need for Public Improvements:
The City’s Capital Improvement Plan identifies resources and appropriations for operating costs, debt service, and maintenance of existing assets, including facilities and infrastructure. Planned improvements generally include the following:
• Public Infrastructure Improvements – reconstruction or rehabilitation of roadway pavement, median improvements, streetscape improvements, stormwater improvements, and wetlands mitigation
• ADA Improvements – curb, sidewalk, and ramp improvements to comply with ADA regulations How were these needs determined?
The evaluation of public service needs is based on consultation with staff from the City, public agencies, and residents' input via the Housing & Community Needs Survey.
Describe the jurisdiction’s need for Public Services:
Numerous public, social, and faith-based agencies serve Aliso Viejo’s residents. These organizations address residents' social, health, education, and recreational needs. The demand for public and social services typically exceeds available resources, especially for social safety net services.
How were these needs determined?
Community development needs are evaluated by consultation with City staff, public agencies, nonprofit service providers, and residents (via Housing and Community Needs Survey).
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OMB Control No: 2506-0117 (exp. 09/30/2021) Draft 3/20/23 Housing Market Analysis
MA-05 Overview
Housing Market Analysis Overview:
The Market Analysis aims to provide a picture of the environment in which Aliso Viejo administers its CDBG programs over the term of the Consolidated Plan. The Market Analysis includes the following information:
• Number of housing units, cost of housing, and the condition of housing • Public and assisted housing
• Homeless facilities and services
• Special needs facilities and services
• Barriers to affordable housing
• Non-housing community development assets
In conjunction with the Needs Assessment, the Market Analysis provides the basis for the Strategic Plan and the programs and projects to be undertaken with CDBG funds. Most of the data tables in this section of the Consolidated Plan are populated by default with data from HUD’s Comprehensive Housing Affordability Strategy (CHAS.). These are datasets developed by the Census Bureau for HUD based on 2013-2017 ACS data. Other data sources are noted throughout the Plan. The housing analysis will also examine barriers to affordable housing, including impediments to fair housing choice.
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OMB Control No: 2506-0117 (exp. 09/30/2021) Draft 3/20/23 MA-10 Number of Housing Units – 91.210(a)&(b)(2)
Introduction
Aliso Viejo’s housing stock is primarily comprised of well-maintained single-family housing units. Based on HUD data in Table 27, approximately 37% of the housing stock is single-unit detached structures, with an additional 27% single-family attached units (i.e., condominiums and townhomes). The remaining 36% of the housing stock is mainly multi-family. Table 27 contains specific housing figures, and Table 28 shows units by bedroom size and tenure.
All residential properties by number of units
Property Type Number %
1-unit detached structure 7,320 37%
1-unit, attached structure 5,325 27%
2-4 units 1,010 5%
5-19 units 3,355 17%
20 or more units 2,735 14%
Mobile Home, boat, RV, van, etc 30 0%
Total 19,775 100%
Table 27 – Residential Properties by Unit Number
Data Source: 2013-2017 ACS
Updated Information
According to the California Department of Finance, as of January 2022, there are a total of 20,189 housing units in Aliso Viejo:
• Single-family detached – 7,048 units (34.9% of total housing stock) • Single family attached – 5,232 units (25.9% of total housing stock) • Multi-family – 7,909 units (39.2% of total housing stock) Unit Size by Tenure
Owners Renters
Number % Number %
No bedroom 45 0% 180 2%
1 bedroom 250 2% 2,035 27%
2 bedrooms 2,845 25% 3,335 45%
3 or more bedrooms 8,095 72% 1,870 25%
Total 11,235 99% 7,420 99%
Table 28 – Unit Size by Tenure
Data Source: 2013-2017 ACS
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OMB Control No: 2506-0117 (exp. 09/30/2021) Draft 3/20/23 Describe the number and targeting (income level/type of family served) of units assisted with federal, state, and local programs.
The City has four affordable housing developments, with 528 affordable units for lower-income renter households – 148 for lower-income households plus 400 for lower-income seniors.
Provide an assessment of units expected to be lost from the affordable housing inventory for any reason, such as expiration of Section 8 contracts.
State law requires that the City identify, analyze, and propose programs to preserve existing multi-family rental units which are eligible to convert to non-low-income housing uses due to the termination of subsidy contract, mortgage prepayment, or expiring use restrictions during ten years commencing on the statutory deadline of the Housing Element update. None of the city’s affordable housing units are at risk of converting to market-rate housing in the 2021-2029 Housing Element planning period.
Does the availability of housing units meet the needs of the population? The Southern California Association of Governments (SCAG) undertakes a Regional Housing Needs Assessment (RHNA) to quantify the anticipated need for housing within a five-county region that includes Orange County. California General Plan law requires each city and county to have land zoned to accommodate its fair share of the regional housing need calculated by SCAG. The California Department of Housing and Community Development (HCD) allocates a numeric regional housing goal to the SCAG figures, which are then mandated to be distributed among the cities and counties in the region. The RHNA aims to ensure a fair distribution of housing among cities and counties within the SCAG region so that every community provides a mix of housing for all economic segments. The housing allocation targets are not building requirements but planning goals for each community to accommodate through appropriate planning policies and land use regulations. Allocation targets are intended to ensure adequate sites and zoning are available to address anticipated housing demand during the planning period. The distribution of housing needs by income category for each jurisdiction is adjusted to avoid the concentration of lower-income households in any community. As determined by SCAG, the City of Aliso Viejo’s allocation is 1,195 new housing units during the 2021-2029 planning cycle.
Describe the need for specific types of housing:
The current RHNA for the SCAG region covers the planning period of 2021 through 2029. The Housing Need Allocation is divided into four income categories: very low-, low-, moderate-, and above-moderate income. Aliso Viejo’s allocation of 1,195 new housing units is divided among the following four income categories:
• Very-Low Income (including Extremely Low-Income): 390 units • Low-Income: 214 units
• Moderate-Income: 205 units
• Above Moderate-Income: 386 units
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OMB Control No: 2506-0117 (exp. 09/30/2021) Draft 3/20/23 It is important to note that the City has accommodated the development of its total RHNA obligation through housing units built, development agreements, and the rezoning of vacant parcels.
Discussion
The City of Aliso Viejo has a balanced mix of housing units, with approximately 20,190 housing units of various sizes for renters and owners. Regional planners have allocated a multi-year housing goal to the City to meet its share of future housing needs. Housing goals are established for various income levels.
The City’s Housing Element has established a strategy and programs to meet these housing goals.
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OMB Control No: 2506-0117 (exp. 09/30/2021) Draft 3/20/23 MA-15 Housing Market Analysis: Cost of Housing - 91.210(a) Introduction
Table 29 shows that the median home purchase in Aliso Viejo dipped slightly between 2009 and 2017; however, the Orange County Register reports that in March 2023, the median home price for Aliso Viejo was $725,000. Table 30 shows rents paid in Aliso Viejo by cost category. In 2017, approximately two- fifths of renters paid more than $2,000 monthly for housing. According to Zillow.com, the average Aliso Viejo renter’s monthly rent in February 2023 is $3,037. Considering current housing costs and data analysis from the Housing Needs Assessment, it is unsurprising that housing costs burden many Aliso Viejo residents.
Cost of Housing
Base Year: 2009 Most Recent Year: 2017 % Change
Median Home Value 587,000 582,300 (1%)
Median Contract Rent 1,676 1,903 14%
Table 29 – Cost of Housing
Data Source: 2000 Census (Base Year), 2013 -2017 ACS (Most Recent Year)
Rent Paid Number %
Less than $500 225 3.0%
$500-999 280 3.8%
$1,000-1,499 705 9.5%
$1,500-1,999 3,205 43.2%
$2,000 or more 3,005 40.5%
Total 7,420 99.9%
Table 30 - Rent Paid
Data Source: 2013-2017 ACS
Housing Affordability
% Units affordable to Households
earning
Renter Owner
30% HAMFI 115 No Data
50% HAMFI 410 40
80% HAMFI 1,125 215
100% HAMFI No Data 549
Total 1,650 804
Table 31 – Housing Affordability
Data Source: 2013-2017 CHAS
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OMB Control No: 2506-0117 (exp. 09/30/2021) Draft 3/20/23 Monthly Rent
Monthly Rent ($) Efficiency (no
bedroom)
1 Bedroom 2 Bedroom 3 Bedroom 4 Bedroom
Fair Market Rent $1,716 $1,905 $2,324 $3,178 $3,674
High HOME Rent $1,523 $1,633 $1,961 $2,257 $2,737
Low HOME Rent $1,186 $1,270 $1,525 $1,761 $1,965
Table 32 – Monthly Rent
Data Source: HUD 2022 FMR and HOME Rents
Is there sufficient housing for households at all income levels? Based on the above data, there is a limited supply of housing units affordable for lower-income Aliso Viejo households. As indicated in Table 29, the median home price in 2017 was over $580,00; recent median home prices are hovering at $725,000. Based on general real estate professional underwriting and current interest rates, a homebuyer with good credit and a 20% down payment needs an annual household income of over $160,000 to purchase a median-priced home in Aliso Viejo. This is well above the 2021 Aliso Viejo household median income of $122,320. Table 30 indicates that in 2017, over 40% of Aliso Viejo renters paid over $2,000 in monthly rent; however, current data indicates monthly rents are significantly higher ($3,037 per month). Utilizing HUD’s rent-to-income affordability ratio (i.e., 30% of income for housing), a renter would need an annual income of over $121,000 to afford the current priced two-bedroom unit. Table 31 illustrates housing affordability in the City.
How is affordability of housing likely to change considering changes to home values and/or rents?
While raising interest rates on mortgages and rental rates have increased since 2020, the demand for housing in Orange County has not diminished. The Orange County Register reports that Aliso Viejo median home sales prices have dropped 13.4% from January 2022; however, as illustrated above, most lower-income homebuyers would likely not qualify for a conventional home purchase loan. Online data indicates rental rates have consistently trended upward, especially post-pandemic with the lifting of the statewide eviction moratorium.
How do HOME rents / Fair Market Rent compare to Area Median Rent? How might this impact your strategy to produce or preserve affordable housing? The City of Aliso Viejo is not a participating jurisdiction in HUD’s HOME program; however, comparing the City’s current median monthly rent to HUD’s rent standards for a two-bedroom unit illustrates the high cost of Aliso Viejo’s housing market (see Table 32). For example, the current monthly rent for a two-bedroom is $3,037 - $713 more than HUD’s Fair Market Rent for a two-bedroom unit. This rent level is $1,076 more than the High HOME rent and $1,512 higher than the Low HOME rent. These figures indicate deep subsidies would be necessary to bring project rents into the affordable housing range for lower-income households.
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OMB Control No: 2506-0117 (exp. 09/30/2021) Draft 3/20/23 Discussion
Evaluation of Aliso Viejo’s housing market supports the Needs Assessment findings. Despite a good mix of housing types by tenure, lower-income households in the City are cost-burdened, especially extremely low-income and very low-income households. The supply of affordable housing units at cost/rent to lower-income households is limited, resulting in lower-income households dedicating a more significant portion of their income to maintaining housing.
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OMB Control No: 2506-0117 (exp. 09/30/2021) Draft 3/20/23 MA-20 Housing Market Analysis: Condition of Housing – 91.210(a) Introduction
HUD requires that the City evaluate the condition of the City’s housing stock as part of the Consolidated Plan. It is important to note that Aliso Viejo’s housing stock is generally in good condition and well maintained.
Definitions
Substandard condition: A dwelling is considered substandard if the unit contains a condition that endangers the life, limb, health, property, safety, or welfare of the public or the occupants, as defined in the California Health and Safety Code.
Substandard condition but suitable for rehabilitation: For purposes of the CDBG program, a unit is substandard but suitable for rehabilitation if the cost to remedy all substandard conditions plus the current value of the property does not exceed the after-rehabilitation value of the property.
Four housing problems that HUD recognizes as substandard or problematic are:
1. Lack of complete kitchen facilities
2. Lack of complete plumbing facilities
3. More than one person per room
4. Cost burden greater than 30%
Condition of Units
Condition of Units Owner-Occupied Renter-Occupied
Number % Number %
With one selected Condition 3,345 30% 3,490 47%
With two selected Conditions 70 1% 180 2%
With three selected Conditions 20 0% 0 0%
With four selected Conditions 0 0% 0 0%
No selected Conditions 7,800 69% 3,755 51%
Total 11,235 100% 7,425 100%
Table 33 - Condition of Units
Data Source: 2013-2017 ACS
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OMB Control No: 2506-0117 (exp. 09/30/2021) Draft 3/20/23 Year Unit Built
Year Unit Built Owner-Occupied Renter-Occupied
Number % Number %
2000 or later 1,555 14% 1,130 15%
1980-1999 9,195 82% 5,540 75%
1950-1979 410 4% 685 9%
Before 1950 70 1% 70 1%
Total 11,230 101% 7,425 100%
Table 34 – Year Unit Built
Data Source: 2013-2017 CHAS
Risk of Lead-Based Paint Hazard
Risk of Lead-Based Paint Hazard Owner-Occupied Renter-Occupied Number % Number %
Total Number of Units Built Before 1980 480 4% 755 10%
Housing Units built before 1980 with children present 3,200 28% 1,910 26% Table 35 – Risk of Lead-Based Paint
Data Source: 2013-2017 ACS (Total Units) 2013-2017 CHAS (Units with Children present)
Vacant Units
Suitable for
Rehabilitation
Not Suitable for
Rehabilitation
Total
Vacant Units
Abandoned Vacant Units
REO Properties
Abandoned REO Properties
Table 36 - Vacant Units
Data Source: 2005-2009 CHAS
Need for Owner and Rental Rehabilitation
Based on data from Table 34, approximately 96% of Aliso Viejo’s owner housing stock was built after 1980. Generally, homes built within the last 30 years are in good shape, with little repair required. Homes begin to show age after 30 years and can require significant maintenance and even rehabilitation. Data from Table 9 indicates that 1,449 lower-income homeowners are spending more than 30% of their income on housing; 959 of these owners are spending more than 50% of their income on housing (Table 10). City-funded housing rehabilitation assistance may help some homeowners improve their homes without incurring additional housing costs.
Table 34 also indicates that approximately 90% of the City’s rental housing stock was built after 1980. As discussed above, housing units constructed before 1980 may benefit from rehabilitation Draft
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OMB Control No: 2506-0117 (exp. 09/30/2021) Draft 3/20/23 assistance programs to deferred improvements that address health and safety issues. Current tax regulations provide owners of rental properties with various incentives to maintain their investments.
Estimated Number of Housing Units Occupied by Low or Moderate Income Families with LBP Hazards
Lead based-paint was banned in the United States in 1978. Table 34 indicates 1,235 housing units in Aliso Viejo were constructed before 1980 – approximately 6.6% of the City’s total housing stock. (Note:
Table 35 shows that over 5,100 housing units in the City were constructed before 1980 with “children present.” This is clearly a mistake in HUD’s data.) Based on the overall age of the City’s housing stock, lead-based paint hazards are unlikely to be a significant community issue.
Furthermore, based on consultation with the California Department of Public Health and the State of California Department of Public Health, lead poisoning among Orange County children is minimal. In 2021, the most recent year for which statistics are available, 24,912 children under six years old were tested for elevated Blood Lead Levels (BLLs); 368 (1.46%) had a BLL greater than 3.5 micrograms per deciliter, the threshold experts indicate requires treatment. The State generates a list of municipalities with a considerable number of children under six years old with elevated BLL – Aliso Viejo is not listed.
According to the State, “Data are suppressed for local health jurisdictions that did not have enough blood lead tests in 2021 to meet the California Health and Human Services Agency's Data De- Identification Guidelines for public release.”
It is important to note that lead-based paint is not the only possible source of lead poisoning. Some imported foods, home remedies, and cosmetics contain lead, as do some glazes used to make imported handmade pottery and tableware products.
As the City explores the creation of a CDBG-funded housing rehabilitation program, program guidelines will ensure all housing units constructed before 1980 are tested for lead-based paint hazards. The program guidelines will also address all lead-based risks as part of the overall rehabilitation project.
Discussion
In general, Aliso Viejo’s housing stock is well maintained and in good to excellent condition; however, it is important to note that the City’s housing stock is aging, and a small percentage of housing units are over 40 years old. After 30 years, homes may need significant maintenance and even extensive rehabilitation (roofs, plumbing, etc.). Lead-based paint hazards do not appear to be an issue since most of the City’s housing stock was constructed after 1980; however, if the City establishes a CDBG-funded housing rehabilitation program, lead-based paint hazards will be addressed as part of the rehabilitation as required by HUD.
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OMB Control No: 2506-0117 (exp. 09/30/2021) Draft 3/20/23 MA-25 Public and Assisted Housing – 91.210(b)
Introduction
The City of Aliso Viejo does not own or manage public housing.
Totals Number of Units
Program Type
Certificate Mod-
Rehab
Public
Housing
Vouchers
Total Project -
based
Tenant -
based
Special Purpose Voucher
Veterans
Affairs
Supportive
Housing
Family
Unification
Program
Disabled
*
# of units vouchers
available 9,925 879 1,669 0
# of accessible units
*includes Non-Elderly Disabled, Mainstream One-Year, Mainstream Five-year, and Nursing Home Transition Table 37 – Total Number of Units by Program Type
Data Source: PIC (PIH Information Center)
Describe the supply of public housing developments:
Describe the number and physical condition of public housing units in the jurisdiction, including those that are participating in an approved Public Housing Agency Plan:
Not applicable
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OMB Control No: 2506-0117 (exp. 09/30/2021) Draft 3/20/23 Public Housing Condition
Public Housing Development Average Inspection Score
NA NA
Table 38 - Public Housing Condition
Describe the restoration and revitalization needs of public housing units in the jurisdiction:
Not applicable
Describe the public housing agency's strategy for improving the living environment of low- and moderate-income families residing in public housing:
Not applicable
Discussion:
The City of Aliso Viejo does not own or manage public housing.
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OMB Control No: 2506-0117 (exp. 09/30/2021) Draft 3/20/23 MA-30 Homeless Facilities and Services – 91.210(c)
Introduction
As previously discussed, the 2022 Point-In-Time Survey of the homeless estimated there were 13 unsheltered and four shelter homeless in Aliso Viejo. There are no homeless shelters in the City; however, in recent years, the City has purchased two housing units with affordable covenants at risk of converting to market rate. Both units are two-bedroom condominiums. The City has leased the units to a regional homeless service provider to provide transitional housing for homeless families with children. Each unit can house two to four household members (conservatively 2 “beds” per unit). Aliso Viejo also supports local homeless service providers with financial assistance. These agencies provide access to shelter beds outside the city limits.
Facilities and Housing Targeted to Homeless Households
Emergency Shelter Beds Transitional
Housing Beds
Permanent Supportive Housing
Beds
Year Round Beds
(Current & New)
Voucher /
Seasonal /
Overflow Beds
Current & New Current & New Under
Development
Households with Adult(s) and
Child(ren) 0 0 4 0 0
Households with Only Adults 0 0 0 0 0
Chronically Homeless Households 0 0 0 0 0
Veterans 0 0 0 0 0
Unaccompanied Youth 0 0 0 0 0
Table 39 - Facilities and Housing Targeted to Homeless Households Data Source Comments: City of Aliso Viejo
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OMB Control No: 2506-0117 (exp. 09/30/2021) Draft 3/20/23 Describe mainstream services, such as health, mental health, and employment services to the extent those services are use to complement services targeted to homeless persons The City of Aliso Viejo does not provide direct services to the homeless; however, the City does provide financial assistance to nonprofit agencies that provide housing and support services for homeless Aliso Viejo residents and residents at risk of becoming homeless. Case managers at these service agencies work closely with clients to identify and link households to appropriate mainstream services and resources. Examples of mainstream services available to the homeless and those at risk of homelessness include veterans' housing vouchers, veteran medical services, MediCal/Medicare, SSI, and general relief.
List and describe services and facilities that meet the needs of homeless persons, particularly chronically homeless individuals and families, families with children, veterans and their families, and unaccompanied youth. If the services and facilities are listed on screen SP-40 Institutional Delivery Structure or screen MA-35 Special Needs Facilities and Services, describe how these facilities and services specifically address the needs of these populations.
Table 39 indicates there are four shelter beds for homeless families with children in the City of Aliso Viejo. Additionally, the City has established relationships with local service providers to address the needs of the City’s homeless and those at risk of becoming homeless. Service providers include the following:
• Family Assistance Ministries: A continuum of housing and support services for homeless adults and families with children
• Laura’s House: Emergency and transitional housing and support services for victims of domestic violence
• South County Outreach: Homelessness prevention and case management services for homeless individuals and families with children
• Community Services Program (CSP) Youth Shelter: Emergency shelter for youths • Friendship Shelter: Shelter and support services for homeless men and women Draft
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OMB Control No: 2506-0117 (exp. 09/30/2021) Draft 3/20/23 MA-35 Special Needs Facilities and Services – 91.210(d) Introduction
HUD requires that the Consolidated Plan identify, to the extent information is available, the housing and services needs of persons who are not homeless and with special needs.
Including the elderly, frail elderly, persons with disabilities (mental, physical, developmental), persons with alcohol or other drug addictions, persons with HIV/AIDS and their families, public housing residents and any other categories the jurisdiction may specify, and describe their supportive housing needs
Senior and Frail Elderly: Based on consultation with the Council on Aging – Southern California, it has been determined that three managed care facilities in the City of Aliso Viejo have 544 residential care beds. These facilities range in size from 24 beds to 340.
Group Homes/Quarters: The State of California Department of Finance reports that in January 2022, 479 Aliso Viejo residents lived in group quarters. Group quarters include college residence halls, residential treatment centers, group homes, military barracks, correctional facilities, and workers’ dormitories.
HIV/AIDS Housing: As stated previously, there are no shelters or permanent housing units for persons with HIV/AIDS in Aliso Viejo.
Public Housing Residents: There is no public housing in Aliso Viejo. As of February 2022, 161 households in Aliso Viejo received a rental assistance housing voucher or certificate from OCHA.
Describe programs for ensuring that persons returning from mental and physical health institutions receive appropriate supportive housing
The OC-CoC manages the Coordinated Entry System (CES). The CES aims to “effectively connect individuals and families at-risk of homelessness or experiencing homelessness to appropriate services and housing interventions to secure permanent and stable housing ….” The OC-CoC determines and prioritizes access to the region’s shelter and permanent supportive housing resources. It also manages the related shelter bed reservation system. Individuals discharged from public facilities (such as jails), and public systems (such as the foster care system) will likely access supportive housing and services through these systems.
Specify the activities that the jurisdiction plans to undertake during the next year to address the housing and supportive services needs identified in accordance with 91.215(e) with respect to persons who are not homeless but have other special needs. Link to one-year goals. 91.315(e)
Before FY 20-21, the City did not allocate CDBG funds to support organizations that provide services to persons with special needs; however, the City did allocate general fund resources to support several Draft
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OMB Control No: 2506-0117 (exp. 09/30/2021) Draft 3/20/23 local agencies that serve special needs and at-risk populations. Some of these services are described below:
• Laura’s House: Housing and support services for victims of domestic violence • South County Outreach: Foodbank, support services, and housing for homeless individuals and individuals at risk of becoming homeless
• Assistance League of Capistrano Valley: A variety of philanthropic programs to support families with students in local elementary and middle schools
• Family Assistance Ministries: Foodbank, support services, and housing for homeless individuals and individuals at risk of becoming homeless
• Glenwood Foundation: Services to support independent living for adults with developmental disabilities
• Assistance Leauge of Capo Valley: Mental health services for youths For entitlement/consortia grantees: Specify the activities that the jurisdiction plans to undertake during the next year to address the housing and supportive services needs identified in accordance with 91.215(e) with respect to persons who are not homeless but have other special needs. Link to one-year goals. (91.220(2)) Aliso Viejo is not a HOME program participating jurisdiction.
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OMB Control No: 2506-0117 (exp. 09/30/2021) Draft 3/20/23 MA-40 Barriers to Affordable Housing – 91.210(e)
Negative Effects of Public Policies on Affordable Housing and Residential Investment Barriers to affordable housing development generally fall into three categories: Market, Environmental/Infrastructure, and Governmental constraints. The City has little control over market variables that impact the cost of housing (e.g., cost of land and cost of construction supplies, materials, and labor). Similarly, the City has little control over environmental constraints such as seismic and flooding hazards. The City’s Housing Element addresses market and environmental/infrastructure barriers. It also evaluates the governmental constraints that may have a negative impact on creating affordable housing opportunities. These barriers are summarized below.
Land Use Controls and Residential Development Standards: Most of the land in Aliso Viejo has either been developed or is permanently preserved for open space or recreation. (The City is designed as a balanced planned community - approximately 1,500 acres, or 40% of the City’s land area, is designated for various residential uses.) Residential development standards are in place to help preserve neighborhoods and ensure ample open spaces and recreation facilities. The City has traditionally not placed over-regulatory burdens on land use development, specifically for residential units. Building height, setbacks, lot areas, and parking requirements are generally within the range of other cities in the State.
Development Permit Procedures: Development review and permitting procedures ensure that residential construction proceeds in an orderly manner. However, the time and cost of permit processing and review can constrain housing development if they place an undue burden on the developer. Given the built-out character of the City, the City does not have a backlog of development applications and thus can process applications promptly. The City’s development standards and Site Development Permit procedures provide clear, objective guidelines for developers, which helps to minimize the time required to obtain approval and helps to reduce overall development costs.
Planning and Development Fees: Planning and development fees can increase the cost of housing and may constrain the development of affordable housing projects. While fees affect the cost of housing, they are necessary for the City to continue providing essential planning and building services. Fees do not exceed the actual cost of providing these services.
Environmental Review. State and federal laws (e.g., California Environmental Quality Act and National Environmental Policy Act) require an environmental review of proposed discretionary projects. The costs and delays resulting from the environmental review process are usually added to the cost of developing housing in the form of carrying costs which a buyer or tenant ultimately pays.
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OMB Control No: 2506-0117 (exp. 09/30/2021) Draft 3/20/23 MA-45 Non-Housing Community Development Assets – 91.215 (f) Introduction
According to the data from Table 41 (derived from the 2013-2017 ACS), Aliso Viejo has a civilian labor force of 29,770 and an unemployment rate of 4.79%. Recent data from the California Employment Development Department show that in December 2022, the City’s unemployment rate was 2.6%. This rate was slightly higher than the 2.5% unemployment rate recorded for all of Orange County and lower than the 4.0% unemployment rate for California (as of November 2022).
Economic Development Market Analysis
Business Activity
Business by Sector Number of
Workers
Number of
Jobs
Share of
Workers
%
Share of Jobs
%
Jobs less
workers
%
Agriculture, Mining, Oil & Gas Extraction 125 2 1 0 -1
Arts, Entertainment, Accommodations 2,875 2,002 12 9 -3 Construction 1,113 874 5 4 -1
Education and Health Care Services 3,756 4,275 16 20 4
Finance, Insurance, and Real Estate 2,322 2,433 10 11 1 Information 921 1,162 4 5 1
Manufacturing 1,815 873 8 4 -4
Other Services 750 661 3 3 0
Professional, Scientific, Management Services 3,696 3,964 16 19 3 Public Administration 0 0 0 0 0
Retail Trade 2,117 1,463 9 7 -2
Transportation and Warehousing 495 904 2 4 2
Wholesale Trade 1,454 1,400 6 7 0
Total 21,439 20,013 -- -- --
Table 40 - Business Activity
Data Source: 2013-2017 ACS (Workers), 2017 Longitudinal Employer-Household Dynamics (Jobs) Draft
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OMB Control No: 2506-0117 (exp. 09/30/2021) Draft 3/20/23 Labor Force
Total Population in the Civilian Labor Force 29,770
Civilian Employed Population 16 years and over 28,345
Unemployment Rate 4.79
Unemployment Rate for Ages 16-24 9.96
Unemployment Rate for Ages 25-65 3.79
Table 41 - Labor Force
Data Source: 2013-2017 ACS
Occupations by Sector Number of People
Management, business and financial 11,780
Farming, fisheries and forestry occupations 855
Service 1,930
Sales and office 7,320
Construction, extraction, maintenance and repair 755
Production, transportation and material moving 755
Table 42 – Occupations by Sector
Data Source: 2013-2017 ACS
Travel Time
Travel Time Number Percentage
< 30 Minutes 15,865 62%
30-59 Minutes 7,470 29%
60 or More Minutes 2,130 8%
Total 25,465 100%
Table 43 - Travel Time
Data Source: 2013-2017 ACS
Education:
Educational Attainment by Employment Status (Population 16 and Older) Educational Attainment In Labor Force
Civilian Employed Unemployed Not in Labor
Force
Less than high school graduate 810 135 210
High school graduate (includes
equivalency) 2,270 205 465
Some college or Associate's degree 6,960 345 1,310
Bachelor's degree or higher 14,530 445 2,105
Table 44 - Educational Attainment by Employment Status
Data Source: 2013-2017 ACS
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Educational Attainment by Age
Age
18–24 yrs 25–34 yrs 35–44 yrs 45–65 yrs 65+ yrs
Less than 9th grade 20 80 80 375 110
9th to 12th grade, no diploma 280 135 75 410 75
High school graduate, GED, or
alternative 1,190 875 745 1,315 715
Some college, no degree 1,680 1,415 1,430 3,190 995
Associate's degree 240 680 525 1,380 440
Bachelor's degree 465 3,270 3,460 4,560 1,085
Graduate or professional degree 25 1,035 1,895 2,860 710 Table 45 - Educational Attainment by Age
Data Source: 2013-2017 ACS
Educational Attainment – Median Earnings in the Past 12 Months Educational Attainment Median Earnings in the Past 12 Months Less than high school graduate 23,265
High school graduate (includes equivalency) 42,220
Some college or Associate's degree 51,205
Bachelor's degree 73,600
Graduate or professional degree 99,165
Table 46 – Median Earnings in the Past 12 Months
Data Source: 2013-2017 ACS
Based on the Business Activity table above, what are the major employment sectors within your jurisdiction?
Aliso Viejo is home to 12 regional and corporate headquarters in various fast-growing industries.
According to Table 40, the City’s four major business activity sectors account for 59% of total “workers” and 63% of total “jobs.”
• Education and Health Care Services - 16% of Workers and 20% of Jobs • Professional, Scientific, Management Services -16% of Workers and 19% of Jobs • Arts, Entertainment, Accommodations – 12% of Workers and 9% of Jobs • Finance, Insurance, and Real Estate - 10% of Workers and 11% of Jobs These figures are consistent with economic development information provided by the City, which identifies United Parcel Service, Capistrano Unified School District, Fluor Corporation, Quest Software, and Glaukos as the City’s largest employers.
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OMB Control No: 2506-0117 (exp. 09/30/2021) Draft 3/20/23 Describe the workforce and infrastructure needs of the business community:
According to HUD data from Table 44, the City’s workforce is well-educated. Approximately 87.5% of the City’s civilian workforce has some college education, with the majority holding a bachelor’s or higher degree. This well-educated labor force appears compatible with the City’s major employment sectors – high-profile established companies, fast-growing firms, and emerging industries.
Overall Aliso Viejo’s public infrastructure is in good to excellent condition. As a master-planned community, the City offers modern retail and office buildings and state-of-the-art community amenities with preplanned access to transportation corridors and adjacent to compatible land uses.
Describe any major changes that may have an economic impact, such as planned local or regional public or private sector investments or initiatives that have affected or may affect job and business growth opportunities during the planning period. Describe any needs for workforce development, business support or infrastructure these changes may create.
In 2015, the City prepared an Economic Development Analysis and Strategy report to help identify the best means to promote economic vitality and growth for the City. This report identified several “Opportunity Sites” throughout the City. The report included development challenges unique to each site, such as limited accessibility, site clearance, and other non-infrastructure issues. The report indicates the City is a relatively affluent, highly educated community. It is conveniently located in South Orange County, with an emerging technology-based economy supported by a strong day-time population of professional, scientific, technical, and healthcare workers. However, the report indicates the City performs below average relative to neighboring jurisdictions in terms of per capita retail/restaurant sales and the capture of resident and non-resident spending. The report recommended that the City promote itself, target industries (i.e., technology and startup firms), and attract restaurants to the City’s primary retail, dining, and entertainment district – the Aliso Viejo Town Center (AVTC). With limited land for retail space, the City has initiated plans to revitalize the center. Revitalization plans under consideration include constructing a structured parking lot wrapped with new retail space on the ground floor and office/residential uses above. The project may also include the development of a new signature building to house a hotel on the site.
How do the skills and education of the current workforce correspond to employment opportunities in the jurisdiction?
The Orange County Business Council’s latest Orange County Workforce Indicators Report (2021) provides a detailed overview of the Orange County economy, highlighting strengths driving economic growth in the region and issues limiting the County’s economic performance. The report identifies economic changes and disruptions caused by the COVID-19 pandemic. It highlights how the pandemic accelerated long-term trends, such as the emergence of e-commerce at the expense of brick-and-mortar retail and a shift from the traditional workplace to remote work, distance learning, and telehealth. The report also highlights emerging technologies driving the local economy, such as cybersecurity, Artificial Intelligence (AI), computer/video gaming, ophthalmics/vision, and drones. Aliso Viejo’s well-educated Draft
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OMB Control No: 2506-0117 (exp. 09/30/2021) Draft 3/20/23 workforce seems compatible with these evolving industries; however, based on data from Table 43, there appears to be a shortage of individuals with STEM-related degrees that these emerging technologies require.
Describe any current workforce training initiatives, including those supported by Workforce Investment Boards, community colleges and other organizations. Describe how these efforts will support the jurisdiction's Consolidated Plan.
As reported above, the COVID-19 pandemic accelerated certain market and economic trends as businesses responded to the changing needs of customers and employees. The Orange County Workforce Indicators Report asserts that demand for cybersecurity operations emerged as corporate functions shifted during the pandemic in response to mandatory closures and remote work/education.
The report predicts a 20% increased demand for Information Security Analysts through 2026. Orange County is well-positioned to provide this academic support. For example, UC Irvine and Cal State Fullerton offer Computer Science degrees emphasizing cybersecurity. Community colleges (including Irvine Valley and Saddleback) offer some form of cybersecurity certifications; however, the report states, “local educational institutions will need to expand program offerings while marketing these opportunities to both current and prospective students.” Orange County universities have also fueled AI-related innovation. For example, UC Irvine is home to the Center for Artificial Intelligence in Diagnostic Medicine and the Center for Machine Learning and Intelligent Systems (part of the Bren School of Information and Computer Science). Several Orange County community colleges offer students an introductory course summarizing AI and AI analytics across several industries and processes. Additionally, several Orange County high schools offer classes in AI technology.
Video and computer gaming, like AI technology, is a major growth industry. Orange County is home to several computer and video game developers, including Aliso Viejo-based Gaikai, which produces technological foundations for streaming and cloud-based gaming for Sony. Local education institutions have begun preparing students for employment in this growing field, offering programs such as Esports management, game-based learning design, visual program computer game design, and game mathematics.
According to Orange County Workforce Indicators report, the global drone industry will reach a value of $100 billion over the next five years. Recently, El Pollo Loco made headlines when it announced plans to begin drone delivery, including from a few of its Orange County locations. Southern California Edison has used drones to inspect electrical infrastructure in high-fire-risk areas as part of its Wildfire Mitigation Plan. Drones will likely become a growth industry due to their tremendous untapped commercial potential. The report states that Orange County educational institutions should develop drone-related courses to prepare the workforce for the future of drones. Finally, the Orange County Workforce Indicators report finds a continued increase in demand for healthcare-related industries such as Ophthalmology and Ophthalmic goods manufacturing. This focus on ophthalmic technology aligns with the County’s current and historical strengths in biotech and medical device manufacturing. In terms of Draft
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OMB Control No: 2506-0117 (exp. 09/30/2021) Draft 3/20/23 education, UC Irvine’s Gavin Herbert Institute and Department of Ophthalmology at the School of Medicine is an internationally recognized center that provides highly specialized training and access to clinical trials with cutting-edge technology. UC Irvine also offers certificate programs in Optical Engineering and Optical Instrument Design, allowing students to focus on treating patients and creating products that benefit patients.
Does your jurisdiction participate in a Comprehensive Economic Development Strategy (CEDS)?
No
If so, what economic development initiatives are you undertaking that may be coordinated with the Consolidated Plan? If not, describe other local/regional plans or initiatives that impact economic growth.
As outlined above, the City will support regional initiatives to create an environment that promotes economic growth. The Town Center revitalization plan has the potential to generate significant employment opportunities during the project's construction phase and, ultimately, a variety of retail, service, and hospitality-based employment opportunities.
Additionally, the City is a member of OCTANe. This venture organization links regional biomedical and information technology companies with resources and capital to drive the growth of technology industries in Orange County.
Discussion
Aliso Viejo has a well-educated workforce and a low unemployment rate. It is also a center for technology-based enterprises; nonetheless, the City is actively expanding employment opportunities for residents and improving the local business environment. The City supports regional efforts to take advantage of nearby educational institutions to train and educate workers for good-paying tech jobs.
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OMB Control No: 2506-0117 (exp. 09/30/2021) Draft 3/20/23 MA-50 Needs and Market Analysis Discussion
Are there areas where households with multiple housing problems are concentrated? (include a definition of "concentration")
Based on data from the Housing Needs Assessment, it has been determined housing cost burden (i.e., paying more than 30% of household income for housing) is the most prevalent housing problem in Aliso Viejo. For this Market Analysis discussion, a housing problem “concentration” is defined as a Census Tract with at least 50% of households experiencing a housing cost burden. Based on an evaluation of HUD data, it has been determined there is one Census Tracts in the City with a concentration of households with a housing cost problem – four Census Tracts have cost-burden concentrations of over 40% (see Appendix 3, Map C):
• Tract 0626.37: 52.04% of residents are housing cost burden • Tract 0423.20: 48.19% of residents – note this Tract is shared with the adjoining community • Tract 0626.41: 46.85% of residents – note this Tract is shared with the adjoining community • Tract 0626.40: 45.26% of residents are housing cost burden • Tract 0626.36: 41.75 of residents are housing cost burden Are there any areas in the jurisdiction where racial or ethnic minorities or low-income families are concentrated? (include a definition of "concentration") As previously discussed, Asians and Hispanics comprise the community’s most prominent minority populations – 16.3% and 18.9%, respectively. Per HUD’s CPDMaps program, the City’s Asian population lives throughout the community. The Census Tract with the highest concentration of Asian residents is 0626.38, with 21.12% Asian residents. The Census Tract with the largest concentration of Hispanics is Census Tract 0423.20, with nearly a third of residents (28.7%) identified as of “Hispanic Origin. (Note:
this Census Tract is shared with two neighboring jurisdictions.) See Appendix 3 – Map A and Map B.
Appendix 3, Map D identifies Block Groups that comprise the City’s CDBG-eligible areas, that is, Block Groups with the highest concentrations of Low- and Moderate-income residents, including three Block Groups, with a large percentage of Hispanics (over 20% of residents).
What are the characteristics of the market in these areas/neighborhoods? The three Block Groups identified above are primarily residential, comprised of apartments, condominiums, and single-family detached properties. Census Tract 626.36 Block Group 1 has two community parks adjacent to residential properties. In general, residential properties are typically in good condition. Aliso Creek Road bisects Census Tract 626.40 Block Group 2; the east segment is primarily residential, while the west is a commercial and light industrial mix. Census Tract 423.20 Block Group 3 is predominantly residential.
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OMB Control No: 2506-0117 (exp. 09/30/2021) Draft 3/20/23 Are there any community assets in these areas/neighborhoods? As indicated above, lower-income block groups are primarily residential with typical neighborhood amenities such as parks, pathways, and schools. Schools provide recreational facilities for local club sports teams and residents. School facilities also offer convenient locations for community meetings and events. Community parks provide recreational and leisure amenities for residents, such as basketball and tennis courts, picnic shades and BBQs. Residential neighborhoods are typically ringed by commercial and retail uses that provide goods and services for local residents and businesses. As described above, a portion of one block group is primarily commercial/light industrial, providing employment opportunities for Aliso Viejo residents.
Are there other strategic opportunities in any of these areas? The Iglesia Neighborhood is mostly built-out with limited to no development opportunities. According to CPDMaps data, this area is 67.3% owner-occupied. A significant percentage of the housing stock in this neighborhood was built before 1980 (36.1%), with 4.5% of units built before 1949. The age of housing indicates a burgeoning need to rehabilitate the neighborhood's housing stock.
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OMB Control No: 2506-0117 (exp. 09/30/2021) Draft 3/20/23 MA-60 Broadband Needs of Housing occupied by Low- and Moderate-Income Households - 91.210(a)(4), 91.310(a)(2)
Describe the need for broadband wiring and connections for households, including low- and moderate-income households and neighborhoods.
It appears that Aliso Viejo residents have several options for broadband services. According to BroadbandNow.com, Cox Communications is the top broadband service provider in Aliso Viejo, covering
99.9% of the City. AT&T Internet and EarthLink are also available via fiber optic cable or DSL to 91.8% and 92.9% of Aliso Viejo properties, respectively. Three additional providers offer satellite or 5-G-based broadband service. In past years competition among service providers was vital to controlling costs; however, the Affordable Connectivity Program has lowered the price of most basic data plans for lower- income households to the point where there is little difference in monthly fees among service providers.
Describe the need for increased competition by having more than one broadband Internet service provider serve the jurisdiction.
Most broadband service providers in Orange County participate in the Affordable Connectivity Program (ACP). The ACP was created with the passage of the Infrastructure and Jobs Act of 2021. The purpose of the ACP is to provide eligible households with a $30 discount on monthly broadband internet service.
ACP eligibility is based on household income (200 percent of federal poverty or less) or participation in specific government assistance programs, such as SSI, Medicaid, or WIC. Funding may also be available to provide “discounts” for connective devices such as a laptop, a desktop computer, or a tablet.
Information about the ACP is readily available online; however, many of the City’s nonprofit service providers will inform clients of this program and may also assist clients in applying for benefits.
Additionally, the City will continue encouraging developers and property owners to incorporate broadband infrastructure into all new or substantially rehabilitated housing projects, especially affordable housing projects.
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OMB Control No: 2506-0117 (exp. 09/30/2021) Draft 3/20/23 MA-65 Hazard Mitigation - 91.210(a)(5), 91.310(a)(3)
Describe the jurisdiction’s increased natural hazard risks associated with climate change.
The Disaster Mitigation Act of 2000 requires local governments to prepare a plan to document their hazard mitigation planning process and to identify hazards, potential losses, mitigation needs, goals, and strategies. Each state and local government must have a federally approved mitigation plan to be eligible for hazard mitigation grant funding (e.g., FEMA). In March 2023, the City of Aliso Viejo entered into an agreement with a local planning firm to prepare its Local Hazard Mitigation Plan (LHMP).
The LHMP will likely evaluate natural and human-induced environmental hazards such as wildland fire, seismic activity, geology, and flooding. The LHMP will also examine how climate change may affect these and other hazards that may threaten the community. Staff anticipates that the City Council will adopt the LHMP in March 2024.
Describe the vulnerability to these risks of housing occupied by low- and moderate-income households based on an analysis of data, findings, and methods.
Disasters can cause loss of life; damage buildings and infrastructure; and have devastating consequences for a community’s economic, social, and environmental well-being. Hazard mitigation reduces disaster damages and can reduce or eliminate the long-term risk to human life and property from hazards.
Proactive mitigation policies and actions help reduce risk and create a safer, more disaster-resilient community. The LHMP allows public officials and Aliso Viejo residents to understand the threats from natural and human-caused hazards in the community. The plan will recommend specific actions to decrease threats before disasters occur. Besides protecting public health and safety, hazard mitigation planning can save money. Studies estimate that every dollar spent on mitigation saves an average of four dollars on response and recovery costs. An LHMP can also help strengthen the mission of public safety officers, such as police and fire department staff, providing them with clear roles and responsibilities to build a safer community. The LHMP will benefit all Aliso Viejo residents, including lower-income households.
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Consolidated Plan ALISO VIEJO 69
OMB Control No: 2506-0117 (exp. 09/30/2021) Draft 3/20/23 Strategic Plan
SP-05 Overview
Strategic Plan Overview
The Strategic Plan is the centerpiece of the City of Aliso Viejo’s 2023–2027 Consolidated Plan. The Strategic Plan identifies the programs and projects the City will consider or undertake during the five- year Consolidated Plan cycle. In addition to identifying resources, goals, and objectives to implement housing and community development activities, the Strategic Plan includes several sub-strategies, including developing institutional structures, addressing homeless issues, overcoming barriers to affordable housing, and program/project monitoring efforts.
The City’s overall objective for the CDBG program mirrors the HUD’s program objective: to create a viable community by providing decent housing, a suitable living environment, and economic opportunities, principally for persons of low- and moderate-income. To accomplish this objective in Aliso Viejo, the following Consolidated Plan goals have been identified based on the input of residents and other community stakeholders:
• Conserve and expand the supply of affordable housing
• Support housing and services for the homeless and those at risk of becoming homeless • Support community services benefitting low- and moderate-income persons and individuals with special needs
• Provide needed public infrastructure and facility improvements benefitting low- and moderate- income persons and those with special needs
• Ensure quality, professional administration of federal funds, including providing fair housing services to address discriminatory actions that may impede access to housing All programs and projects are subject to the availability of CDBG funds and the City’s annual budget adoption process.
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Consolidated Plan ALISO VIEJO 70
OMB Control No: 2506-0117 (exp. 09/30/2021) Draft 3/20/23 SP-10 Geographic Priorities – 91.215 (a)(1)
Geographic Area
Table 47 - Geographic Priority Areas
1 Area Name: CDBG-eligible area
Area Type: Census Tracts Block Groups
Other Target Area Description: Block groups with a concentration of lower-income residents 2 Area Name: Citywide
Area Type: Areas within the city limits
Other Target Area Description: Program or activity that is available citywide
General Allocation Priorities
Describe the basis for allocating investments geographically within the jurisdiction (or within the EMSA for HOPWA)
To determine which activities will receive CDBG funding during the 2023-2027 Consolidated Plan cycle, the City utilized a priority ranking system:
• High Priority: The City will fund activities that address a high priority need during the five-year period, provided adequate CDBG resources are available. • Low Priority: The City may or may not fund low priority need activities during the five-year period.
CDBG funds will be allocated citywide for activities primarily benefiting qualified low- and moderate- income households (i.e., limited-clientele activities). Other activities, such as public improvements, will be limited to eligible areas (see Appendix 3 - Map D), except for ADA-related improvements, which may be carried out on a much broader basis.
The City does not receive Housing Opportunities for Persons With AIDS (HOPWA) funds.
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Consolidated Plan ALISO VIEJO 71
OMB Control No: 2506-0117 (exp. 09/30/2021) Draft 3/20/23 SP-25 Priority Needs - 91.215(a)(2)
Priority Needs
Table 48 – Priority Needs Summary
1 Priority Need
Name
Public Improvements
Priority Level High
Population Extremely Low
Low
Moderate
Geographic Areas
Affected
CDBG-eligible area
Citywide
Associated Goals Public Facility Improvements
Public Infrastructure Improvements
Description Installation of new or rehabilitation of existing public infrastructure and public facility improvements
Basis for Relative
Priority
Needs analysis, City department consultation, and public input 2 Priority Need
Name
Affordable Housing
Priority Level High
Population Extremely Low
Low
Moderate
Geographic Areas
Affected
Citywide
Associated Goals Housing Preservation
Description Loans, grants, and other forms of financial assistance to improve or expand the City's supply of housing affordable to lower-income households Basis for Relative
Priority
Based on housing needs analysis, housing market analysis, and public input 3 Priority Need
Name
Public Services
Priority Level High
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OMB Control No: 2506-0117 (exp. 09/30/2021) Draft 3/20/23 Population Extremely Low
Low
Moderate
Other – Presumed Benefit populations
Geographic Areas
Affected
Citywide
Associated Goals Public Social Services
Description Social service programs that provide services to low- and moderate-income residents and special needs
Basis for Relative
Priority
Needs assessment, service provider input, the public input 4 Priority Need
Name
Homeless Support Services and Housing
Priority Level High
Population Chronic Homelessness
Individuals
Families with Children
Geographic Areas
Affected
Citywide
Associated Goals Homeless Continuum of Care
Description A continuum of housing and support services for persons at risk of homelessness and the homeless
Basis for Relative
Priority
Needs assessment, service provider input, the public input 5 Priority Need
Name
Administration
Priority Level High
Population Moderate
Geographic Areas
Affected
Citywide
Associated Goals Fair Housing Services
Program Administration
Description Program oversight and coordination may include fair housing services Basis for Relative
Priority
HUD required
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Consolidated Plan ALISO VIEJO 73
OMB Control No: 2506-0117 (exp. 09/30/2021) Draft 3/20/23
Narrative (Optional)
Impediments to Fair Housing
The Fair Housing Act of 1968 requires HUD and its program participants to administer housing and urban development programs in a manner that does not discriminate directly or indirectly based on race, color, religion, sex, national origin, age, familial status, or disability. The Fair Housing Act prohibits discrimination in housing-related activities and transactions and requires entities to affirmatively further fair housing. The Analysis of Impediments (AI) to Fair Housing Choice is the primary policy document HUD grantees utilize for this purpose. HUD encourages jurisdictions to consult with one another and initiate metropolitan-wide planning to address impediments to fair housing choice.
For the 2020-2024 AI cycle, Aliso Viejo has joined with other Orange County cities and the County of Orange to develop a county-wide AI. The regional AI evaluates existing demographic data, past fair housing enforcement activity for each partner community, mortgage lender data, and existing housing and land use public policies. Based on an extensive analysis of this data and the input of residents, a list of impediments to fair housing choice for the participating jurisdictions have been developed. A corresponding set of action steps to address these barriers has also been prepared. The City Council adopted the 2020-2024 Orange County AI in May 2020. A summary of impediments to fair housing and the action steps the City will take during FY 23-24 are found in Appendix 4.
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Consolidated Plan ALISO VIEJO 74
OMB Control No: 2506-0117 (exp. 09/30/2021) Draft 3/20/23 SP-30 Influence of Market Conditions – 91.215 (b)
Influence of Market Conditions
Affordable
Housing Type
Market Characteristics that will influence
the use of funds available for housing type
Tenant Based
Rental Assistance
(TBRA)
NA – CDBG may not be used for this type of activity.
TBRA for Non-
Homeless Special
Needs
NA – CDBG may not be used for this type of activity.
New Unit
Production
CDBG typically cannot be used for this type of activity; however, funds may be used for certain pre-development costs or off-site public improvements. The Needs Assessment and the Housing Market Analysis indicate a shortage of affordable housing units for lower-income households; however, the fund will unlikely be used for this purpose due to the size of the City’s annual CDBG allocation. A substantial amendment to the Consolidated Plan may be necessary if future funding is allocated for such an activity.
Rehabilitation Overall the City’s housing stock is in excellent to good condition; however, according to Table 34, 79% of the City’s housing stock was constructed between 1980 and 1999, which indicates the City’s housing stock is approaching an age that may necessitate rehabilitation. The Housing Market analysis data indicates many lower-income homeowners are paying a significant amount of their income for housing (housing cost burden and severe housing cost burden). Housing rehabilitation assistance allows homeowners to address deferred repairs and improve their primary residence without increasing the amount of income dedicated to housing.
Acquisition,
including
preservation
The Housing Market Analysis data indicates that there is a need for additional housing that is affordable to both renter and owner households. The City’s CDBG grant is not large enough to significantly reduce project costs; however, this does not preclude the City from utilizing CDBG funding to acquire real property to create housing opportunities for lower-income households.
Table 49 – Influence of Market Conditions
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Consolidated Plan ALISO VIEJO 75
OMB Control No: 2506-0117 (exp. 09/30/2021) Draft 3/20/23 SP-35 Anticipated Resources - 91.215(a)(4), 91.220(c)(1,2) Introduction
Fluctuations in CDBG funding make estimating the amount available over the five-year Consolidated Plan cycle difficult. Housing vouchers and certificate resources (via OCHA) and “Community Grants” (i.e., social service grants from the City’s General Fund) may be available to carry out activities that support the goals of the Consolidated Plan. The City has In-lieu Affordable Housing Fee resources collected from past development activity; however, most of this resource has been used to support recent affordable housing activities.
Anticipated Resources
Program Source of
Funds
Uses of Funds Expected Amount Available Year 1 Expected Amount
Available
Remainder
of ConPlan
$
Narrative Description
Annual
Allocation:
$
Program
Income: $
Prior Year
Resources:
$
Total:
$
CDBG public -
federal
Acquisition
Admin and Planning
Economic
Development
Housing
Public Improvements
Public Services 261,093 0 145,520 406,613 900,000
Annual CDBG
allocation
Table 50 - Anticipated Resources
Explain how federal funds will leverage those additional resources (private, state and local funds), including a description of how matching requirements will be satisfied
The City has identified other resources that will be available to carry out activities that address the goals of the Consolidated Plan:
• OCHA reports that as of March 2023, 161 Aliso Viejo households received rental assistance. It is anticipated that an average of 150 households will be assisted annually over the five-year Consolidated Plan cycle Draft
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Consolidated Plan ALISO VIEJO 76
OMB Control No: 2506-0117 (exp. 09/30/2021) Draft 3/20/23 • On an annual basis, the City allocates General Fund resources to support various local social service programs in the community. Services funded with these resources include homelessness prevention and interim housing for homeless families with children and victims of domestic violence. Approximately $15,000 per year is allocated for social services. • Approximately $2.5 million in Affordable Housing In-lieu fees has been generated from past housing development and condo conversions. All funds have been committed to developing additional affordable housing units or preserving existing housing affordability; however, the mechanism for collecting future In-lieu fees remains.
CDBG does not require matching funds.
If appropriate, describe publically owned land or property located within the jurisdiction that may be used to address the needs identified in the plan
Aliso Viejo is a nearly built-out city with limited remaining vacant land designated for development. The City’s Housing Element identifies vacant and underutilized sites suitable for housing development. The City’s Housing Element identifies eight sites with the zoning to permit up to 1,920 units – 54% of units could be designated for very low and low-income households.
Discussion
Funding resources to implement the City’s Consolidated Plan are limited. It is anticipated that CDBG funding will continue to fluctuate. With respect to other resources, the City will continue to support OCHA’s efforts to secure new rental assistance resources. For the foreseeable future, the City will continue to support social service programs serving City residents with Community Grants. Resources to support new housing development are limited to In-lieu Affordable Housing Fund resources that have already been committed to developing or preserving affordable housing. As outlined above, an inventory of vacant and underutilized land suitable for housing has been developed.
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Consolidated Plan ALISO VIEJO 77
OMB Control No: 2506-0117 (exp. 09/30/2021) Draft 3/20/23 SP-40 Institutional Delivery Structure – 91.215(k)
Explain the institutional structure through which the jurisdiction will carry out its consolidated plan including private industry, non-profit organizations, and public institutions.
Responsible Entity Responsible Entity
Type
Role Geographic Area
Served
Orange County Housing
Authority
PHA Planning
Public Housing
Rental
Region
211 Orange County Continuum of care Homelessness
Planning
Region
Aliso Viejo Government Economic
Development
Homelessness
Non-homeless special
needs
Ownership
Planning
Rental
Neighborhood
improvements
Public facilities
Public services
Jurisdiction
Family Assistance
Ministries
Non-profit
organizations
Homelessness Region
Laura's House Non-profit
organizations
Public Services Region
Age Well Senior
Services
Non-profit
organizations
Public Services Region
Fair Housing
Foundation
Non-profit
organizations
Public Services
Adminisration
Region
South County Outreach Non-profit
organizations
Public Services Region
Fair Housing
Foundation
Non-profit
organizations
Public Services Region
Table 51 - Institutional Delivery Structure
Assess of Strengths and Gaps in the Institutional Delivery System Aliso Viejo has a network of service providers that can deliver various services to City residents. The City has established good working relationships with these agencies, facilitating service delivery. A partial list Draft
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OMB Control No: 2506-0117 (exp. 09/30/2021) Draft 3/20/23 of these providers is found in Table 51. The City also continues to work with OCHA by supporting their efforts to assist the City’s lower-income renters with housing assistance vouchers and certificates.
With respect to gaps in the institutional delivery system, there is a need to improve information sharing with the City and regional players. Communication gaps continue with OCHA and the status of the rental assistance waitlist. OCHA information regarding the waitlist status is limited, resulting in numerous calls to the City for information. Unfortunately, City staff can only refer callers to OCHA, increasing applicant frustration.
Availability of services targeted to homeless persons and persons with HIV and mainstream services
Homelessness Prevention
Services
Available in the
Community
Targeted to
Homeless
Targeted to People
with HIV
Homelessness Prevention Services
Counseling/Advocacy X X
Legal Assistance X
Mortgage Assistance
Rental Assistance X X
Utilities Assistance X X
Street Outreach Services
Law Enforcement X X
Mobile Clinics
Other Street Outreach Services
Supportive Services
Alcohol & Drug Abuse
Child Care X
Education X
Employment and Employment
Training X X
Healthcare
HIV/AIDS
Life Skills X X
Mental Health Counseling X X
Transportation X X
Other
Table 52 - Homeless Prevention Services Summary
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Consolidated Plan ALISO VIEJO 79
OMB Control No: 2506-0117 (exp. 09/30/2021) Draft 3/20/23 Describe how the service delivery system including, but not limited to, the services listed above meet the needs of homeless persons (particularly chronically homeless individuals and families, families with children, veterans and their families, and unaccompanied youth) Several service providers are available to assist Aliso Viejo residents at risk of becoming homeless or homeless. Because it is less expensive to help someone stay housed than it is to rehouse them, the primary focus of the City’s homeless strategy is to support the provision of safety net services for community residents. These services include assessment and case management, supplemental food, limited financial assistance for rent or utilities to prevent eviction or shut off, and reduced-cost childcare. Safety net services/assistance enables households at risk of homelessness to redirect limited income toward maintaining their housing.
For the homeless, the City has established relationships with housing and service providers that accept referrals from the City. These agencies can address the immediate, interim, and long-term housing needs of the homeless and provide critical support services.
Describe the strengths and gaps of the service delivery system for special needs population and persons experiencing homelessness, including, but not limited to, the services listed above
As indicated above, the City has access to a nonprofit agency network that provides various services to residents, including individuals with special needs. Special needs populations such as seniors, victims of domestic violence, and youths are served by several partner agencies. The City has physically centralized many services at the Family Resource Center to facilitate access to information and key services. The Center offers information and access to many government services and services provided by community partners, such as the Aliso Viejo Police Services, Second Harvest Food Bank, and Soka University.
Provide a summary of the strategy for overcoming gaps in the institutional structure and service delivery system for carrying out a strategy to address priority needs To overcome gaps, the City will continue to coordinate resources with local service providers to ensure residents in need of services/housing are assisted. The City will also continue cooperating in regional efforts to address county-wide issues such as homelessness.
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Consolidated Plan ALISO VIEJO 80
OMB Control No: 2506-0117 (exp. 09/30/2021) Draft 3/20/23 SP-45 Goals Summary – 91.215(a)(4)
Goals Summary Information
Sort
Order
Goal Name Start
Year
End
Year
Category Geographic
Area
Needs Addressed Funding Goal Outcome Indicator
1 Infrastructure and
Facility
Improvements
2023 2027 Non-Housing
Community
Development
CDBG
census
tracts
Citywide
Public
Improvements
CDBG:
$554,743
Public Facility or Infrastructure
Activities other than
Low/Moderate Income Housing
Benefit:
5,000 Persons Assisted
2 Housing
Preservation
2023 2027 Affordable Housing Citywide Affordable Housing CDBG:
$200,000
Homeowner Housing
Rehabilitated:
10 Housing Units
Rental Housing Rehabilitated: 1
Housing Unit
3 Homeless
Continuum of Care
2023 2027 Homeless Citywide Homeless Support
Services and
Housing
CDBG:
$110,000
Public service activities other
than Low/Moderate Income
Housing Benefit:
1,250 Persons Assisted
Homeless Person Overnight
Shelter:
50 Persons Assisted
Homelessness Prevention:
50 Persons Assisted
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OMB Control No: 2506-0117 (exp. 09/30/2021) Draft 3/20/23 Sort
Order
Goal Name Start
Year
End
Year
Category Geographic
Area
Needs Addressed Funding Goal Outcome Indicator
4 Public Social
Services
2023 2027 Non-Homeless
Special Needs
Citywide Public Services CDBG:
$64,150
Public service activities other
than Low/Moderate Income
Housing Benefit:
450 Persons Assisted
5 Program
Administration
2023 2027 Administration Citywide Administration and
Planning
CDBG:
$232,200
Other:
5 Other
Table 53 – Goals Summary
Goal Descriptions
1 Goal Name Infrastructure and Facility Improvements
Goal
Description
Provide or improve public infrastructure and facilities that benefit low- and moderate-income neighborhoods and residents
2 Goal Name Housing Preservation
Goal
Description
Improve or expand the supply of housing affordable to lower-income households 3 Goal Name Homeless Continuum of Care
Goal
Description
Provide a continuum of housing and supportive services for the homeless and the near homeless 4 Goal Name Public Social Services
Goal
Description
Provide a safety net of public social services for low- and moderate-income persons and persons with special needs 5 Goal Name Program Administration
Goal
Description
Provide for administration and planning activities to carry out actions that address needs identified in the Consolidated, including services to address impediments to fair housing
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Consolidated Plan ALISO VIEJO 82
OMB Control No: 2506-0117 (exp. 09/30/2021) Draft 3/20/23 Estimate the number of extremely low-income, low-income, and moderate-income families to whom the jurisdiction will provide affordable housing as defined by HOME 91.315(b)(2)
The City of Aliso Viejo is not a recipient of HOME funds.
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Consolidated Plan ALISO VIEJO 83
OMB Control No: 2506-0117 (exp. 09/30/2021) Draft 3/20/23 SP-50 Public Housing Accessibility and Involvement – 91.215(c) Need to Increase the Number of Accessible Units (if Required by a Section 504 Voluntary Compliance Agreement)
The City of Aliso Viejo does not own or manage public housing.
Activities to Increase Resident Involvements
Not applicable
Is the public housing agency designated as troubled under 24 CFR part 902? N/A
Plan to remove the ‘troubled’ designation
Not applicable
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Consolidated Plan ALISO VIEJO 84
OMB Control No: 2506-0117 (exp. 09/30/2021) Draft 3/20/23 SP-55 Barriers to affordable housing – 91.215(h)
Barriers to Affordable Housing
Barriers to affordable housing development generally fall into three categories: Market, Environmental/Infrastructure, and Governmental constraints. The City has little control over market variables that impact the cost of housing (e.g., cost of land and cost of construction supplies, materials, and labor). Similarly, the City has little control over environmental constraints such as seismic and flooding hazards. The City’s Housing Element addresses market and environmental/infrastructure barriers. It also evaluates the governmental constraints that may have a negative impact on creating affordable housing opportunities. These barriers are summarized below.
Land Use Controls and Residential Development Standards: Most of the land in Aliso Viejo has either been developed or is permanently preserved for open space or recreation. (The City is designed as a balanced planned community - approximately 1,500 acres, or 40% of the City’s land area, is designated for various residential uses.) Residential development standards are in place to help preserve neighborhoods and ensure ample open spaces and recreation facilities. The City has traditionally not placed over-regulatory burdens on land use development, specifically for residential units. Building height, setbacks, lot areas, and parking requirements are generally within the range of other cities in the State.
Development Permit Procedures: Development review and permitting procedures ensure that residential construction proceeds in an orderly manner. However, the time and cost of permit processing and review can constrain housing development if they place an undue burden on the developer. Given the built-out character of the City, the City does not have a backlog of development applications and thus can process applications promptly. The City’s development standards and Site Development Permit procedures provide clear, objective guidelines for developers, which helps to minimize the time required to obtain approval and helps to reduce overall development costs.
Planning and Development Fees: Planning and development fees can increase the cost of housing and may constrain the development of affordable housing projects. While fees affect the cost of housing, they are necessary for the City to continue providing essential planning and building services. Fees do not exceed the actual cost of providing these services.
Environmental Review. State and federal laws (e.g., California Environmental Quality Act and National Environmental Policy Act) require an environmental review of proposed discretionary projects. The costs and delays resulting from the environmental review process are usually added to the cost of developing housing in the form of carrying costs which a buyer or tenant ultimately pays.
Strategy to Remove or Ameliorate the Barriers to Affordable Housing The Housing Element outlines several actions the City will take to alleviate some of the negative impacts on affordable housing development.
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Consolidated Plan ALISO VIEJO 85
OMB Control No: 2506-0117 (exp. 09/30/2021) Draft 3/20/23 • The City’s Zoning Code contains regulations and procedures for approval of a density bonus and additional incentives for affordable or senior housing. • The Zoning Code includes regulations and procedures for approving accessory residential units (ADUs) and junior accessory dwelling units consistent with current State law. • The City will consider modifying parking and landscape requirements for qualified projects such as affordable or senior housing development.
• The City’s General Plan identified several Community Benefit Overlay (CBO) areas where alternative development standards could be used to maximize development. CBO areas are typically identified in the General Plan with intensive future use. • The General Plan requires that 15% of apartment units converted to condominiums be affordable to very-low- and low-income households. The City also requires that displaced tenants receive relocation assistance. All affordable ownership units are subject to affordability covenants restricting the sale to a low-income or very-low-income buyer. • The City’s Zoning Ordinance requires reasonable accommodations for persons with disabilities.
For example, a waiver of setback requirements can be provided to ensure a paved path of travel can be provided to residents with mobility impairments. • The City adopted a Green Building Program that offers incentives, such as expedited processing or fee waivers, when project proponents agree to incorporate environmentally sensitive sustainable, and energy-efficient construction techniques into their projects. • To help reduce costs associated with the development review process, the City is developing permit tracking software to streamline the development review process.
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Consolidated Plan ALISO VIEJO 86
OMB Control No: 2506-0117 (exp. 09/30/2021) Draft 3/20/23 SP-60 Homelessness Strategy – 91.215(d)
Reaching out to homeless persons (especially unsheltered persons) and assessing their individual needs
The City supports several regional service providers that assist Aliso Viejo residents at risk of becoming homeless and who are homeless. These agencies have established outreach programs that engage the homeless and assess their housing and service needs. Local service providers are tied into the regional Coordinated Entry System established by the OC-CoC, which assesses the vulnerability of homeless individuals and prioritizes access to housing and services for those most at risk. This need-assessment system is designed to “facilitate exits from homelessness to stable housing in the most rapid manner given available resources.”
The Orange County Sheriff’s Department Homeless Liaison Officer is also essential to the City’s homeless strategy. The Liaison Officer partners with City staff and local service providers to link homeless families and individuals to housing and needed supportive services.
Addressing the emergency and transitional housing needs of homeless persons As Table 39 indicates, no emergency shelters are located in the City; however, the City supports several homeless shelter providers operating in neighboring communities. In recent years, the City has purchased two condominiums which have been leased to Family Assistance Ministries (FAM) for transitional housing for families with children. As previously discussed, the City provides Community Grant resources to Laura’s House and FAM to support housing and support services for special needs and homeless families. Laura’s House provides emergency and transitional shelter for victims of domestic violence. FAM offers a continuum of housing, including emergency and transitional housing for families with children.
The City will continue to support the programs, such as those listed above, with CDBG and Community Grants
Helping homeless persons (especially chronically homeless individuals and families, families with children, veterans and their families, and unaccompanied youth) make the transition to permanent housing and independent living, including shortening the period of time that individuals and families experience homelessness, facilitating access for homeless individuals and families to affordable housing units, and preventing individuals and families who were recently homeless from becoming homeless again.
Pursuant to current HUD directives, the OC-CoC has established a coordinated entry system whereby a homeless individual or family seeking shelter and services is directed to a streamlined system that facilitates access to appropriate housing and services. The system screens applicants for eligibility for services, such as homelessness prevention, emergency shelter, rapid rehousing, permanent supportive housing, and other interventions. The needs and strengths of each household are assessed to determine Draft
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Consolidated Plan ALISO VIEJO 87
OMB Control No: 2506-0117 (exp. 09/30/2021) Draft 3/20/23 which interventions will be most effective and appropriate while prioritizing people for assistance based on the severity of their needs. Homeless service providers currently supported by the City will be critical players in housing and servicing the City’s homeless population via the coordinated entry system.
Help low-income individuals and families avoid becoming homeless, especially extremely low-income individuals and families who are likely to become homeless after being discharged from a publicly funded institution or system of care, or who are receiving assistance from public and private agencies that address housing, health, social services, employment, education or youth needs
As previously stated, the City homeless strategy is based on the proposition that it is less expensive and disruptive for a household to remain housed in their existing home than to be rehoused. To this end, the City will use CDBG (and other public) resources to support agencies that provide various safety net services to help prevent households from becoming homeless. Examples of safety net services include food banks and rent/utility assistance programs such as those currently offered to Aliso Viejo residents by FAM and South County Outreach.
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Consolidated Plan ALISO VIEJO 88
OMB Control No: 2506-0117 (exp. 09/30/2021) Draft 3/20/23 SP-65 Lead based paint Hazards – 91.215(i)
Actions to address LBP hazards and increase access to housing without LBP hazards HUD regulations require a community to test all housing units constructed before 1978 that are assisted with federal funds for lead-based paint hazards. According to HUD data, approximately 93% of the City’s housing stock was built after 1980; therefore, it is reasonable to assume there are a limited number of lead-based paint hazards throughout the community.
As the City explores establishing a CDBG-funded housing rehabilitation program, staff will ensure assisted units are assessed for lead-based paint hazards. If hazards are identified, funding may be allocated to mitigate or remove lead-based paint hazards. In the interim, the City will provide information to educate residents about lead poisoning at public counters at City Hall, community centers, and on the City’s website.
How are the actions listed above related to the extent of lead poisoning and hazards? State and County staff provided information regarding the number of children with high blood lead values; however, data was not solely attributed to lead-based paint. Without this specific information, the City can only address potential lead poisoning and hazards within the programs it funds or plans to fund. As indicated above, the City will provide residents with educational information regarding lead health hazards. The City will also include lead-based paint assessment and testing as a component of its future CDBG-funded housing rehabilitation program.
How are the actions listed above integrated into housing policies and procedures? As envisioned, a CDBG-funded housing rehabilitation program will address deferred property improvements and health and safety issues resulting from an aging housing stock. Housing rehabilitation program policies and procedures will require all properties constructed before 1978 to be tested for lead. If lead is found, it will be removed or encapsulated as part of the property rehabilitation as required by current HUD regulations.
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Consolidated Plan ALISO VIEJO 89
OMB Control No: 2506-0117 (exp. 09/30/2021) Draft 3/20/23 SP-70 Anti-Poverty Strategy – 91.215(j)
Jurisdiction Goals, Programs and Policies for reducing the number of Poverty-Level Families According to the U.S. Census Bureau, 4.9% of the City’s population lives at or below the poverty level. The Census Bureau also reports that 7.6% of Aliso Viejo residents age 65 plus live in poverty, as are
4.6% of residents age 18 years and younger. [1]
The City has identified several activities and services that can be implemented to combat poverty:
• Support rental assistance programs the Orange County Housing Authority provides for very low- income renters, especially senior and disabled households and households with children. • Continue to support homeless prevention services for individuals presently housed but at risk of losing their residence. As resources permit, assist those already homeless needing emergency shelter, transitional housing, rapid rehousing, or permanent supportive housing. • Support public social services that provide a social safety net for lower-income individuals. • Implement housing programs to expand or preserve affordable housing for lower-income households.
[1] 2021 American Community Survey 5-Year Estimates, Table #S1701 How are the Jurisdiction poverty reducing goals, programs, and policies coordinated with this affordable housing plan
The City’s anti-poverty strategy calls for assisting lower-income households, especially seniors. The support for OCHA’s rental assistance programs for very low-income renters is also consistent with the City’s affordable housing plan. Additionally, safety net programs (e.g., food banks) assist households at risk of becoming homeless by helping them redirect limited income toward maintaining housing.
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Consolidated Plan ALISO VIEJO 90
OMB Control No: 2506-0117 (exp. 09/30/2021) Draft 3/20/23 SP-80 Monitoring – 91.230
Describe the standards and procedures that the jurisdiction will use to monitor activities carried out in furtherance of the plan and will use to ensure long-term compliance with requirements of the programs involved, including minority business outreach and the comprehensive planning requirements
The City’s CDBG program has established a monitoring program to ensure compliance with CDBG program requirements. For public services, subrecipients must submit quarterly accomplishment reports to program staff. Providers will be required to report information regarding the number of clients served and the overall progress of their programs. City staff will also conduct onsite monitoring to review subrecipients’ performance, quality of services, and grant administration abilities. As necessary, the City will recommend corrective actions to ensure compliance with applicable federal laws and regulations.
Monitoring will be conducted biennially. Subrecipients new to CDBG or with administrative or programmatic issues will be monitored annually until grant management competence is proven.
For public facility and infrastructure improvement, project managers will be required to report project status quarterly. Quarterly reports will include a list of project milestones, targets and actual completion dates, and planned and actual expenditures. Housing rehabilitation program activity must also submit regular program accomplishment reports (quarterly or semi-annually).
All quarterly report information will be input regularly into IDIS. Year-end accomplishment information will be submitted to HUD as part of the Consolidated Annual Performance and Evaluation Report (CAPER).
Concerning minority and women-owned businesses, the City will evaluate its current procurement policies and procedures. As needed, it will expand outreach and engagement efforts for qualified minority and women-owned companies to bid on HUD-funded projects.
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Consolidated Plan ALISO VIEJO 91
OMB Control No: 2506-0117 (exp. 09/30/2021) Draft 3/20/23 2023-2024 Annual Action Plan
Expected Resources
AP-15 Expected Resources – 91.220(c)(1,2)
Introduction
Fluctuations in CDBG funding make estimating the amount available over the five-year Consolidated Plan cycle difficult. Housing vouchers and certificate resources (via OCHA) and “Community Grants” (i.e., social service grants from the City’s General Fund) may be available to carry out activities that support the goals of the Consolidated Plan. The City has In-lieu Affordable Housing Fee resources collected from past development activity; however, most of this resource has been used to support recent affordable housing activities.
Anticipated Resources
Program Source of
Funds
Uses of Funds Expected Amount Available Year 1 Expected Amount
Available
Remainder
of ConPlan
$
Narrative Description
Annual
Allocation:
$
Program
Income: $
Prior Year
Resources:
$
Total:
$
CDBG public -
federal
Acquisition
Admin and Planning
Economic
Development
Housing
Public Improvements
Public Services 261,093 0 145,520 406,613 900,000
Annual CDBG
allocation
Table 54 - Expected Resources – Priority Table
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Consolidated Plan ALISO VIEJO 92
OMB Control No: 2506-0117 (exp. 09/30/2021) Draft 3/20/23 Explain how federal funds will leverage those additional resources (private, state and local funds), including a description of how matching requirements will be satisfied
The City has identified other resources that will be available to carry out activities that address the goals of the Consolidated Plan:
• OCHA reports that as of March 2023, 161 Aliso Viejo households received rental assistance. It is anticipated that an average of 150 households will be assisted annually over the five-year Consolidated Plan cycle • On an annual basis, the City allocates General Fund resources to support various local social service programs in the community. Services funded with these resources include homelessness prevention and interim housing for homeless families with children and victims of domestic violence. Approximately $15,000 per year is allocated for social services. • Approximately $2.5 million in Affordable Housing In-lieu fees has been generated from past housing development and condo conversions. All funds have been committed to developing additional affordable housing units or preserving existing housing affordability; however, the mechanism for collecting future In-lieu fees remains.
CDBG does not require matching funds.
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Consolidated Plan ALISO VIEJO 93
OMB Control No: 2506-0117 (exp. 09/30/2021) Draft 3/20/23 If appropriate, describe publically owned land or property located within the jurisdiction that may be used to address the needs identified in the plan Aliso Viejo is a nearly built-out city with limited remaining vacant land designated for development. The City’s Housing Element identifies vacant and underutilized sites suitable for housing development. The City’s Housing Element identifies eight sites with the zoning to permit up to 1,920 units – 54% of units could be designated for very low and low-income households.
Discussion
Funding resources to implement the City’s Consolidated Plan are limited. It is anticipated that CDBG funding will continue to fluctuate. With respect to other resources, the City will continue to support OCHA’s efforts to secure new rental assistance resources. For the foreseeable future, the City will continue to support social service programs serving City residents with Community Grants. Resources to support new housing development are limited to In-lieu Affordable Housing Fund resources that have already been committed to developing or preserving affordable housing. As outlined above, an inventory of vacant and underutilized land suitable for housing has been developed.
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Consolidated Plan ALISO VIEJO 94
OMB Control No: 2506-0117 (exp. 09/30/2021) Draft 3/20/23 Annual Goals and Objectives
AP-20 Annual Goals and Objectives
Goals Summary Information
Sort
Order
Goal Name Start
Year
End
Year
Category Geographic
Area
Needs Addressed Funding Goal Outcome Indicator
1 Public Facility
Improvements
2023 2024 Non-Housing
Community
Development
Citywide Public Improvements CDBG:
$318,288
Public Facility or
Infrastructure Activities
other than Low/Moderate
Income Housing Benefit:
1,146 Persons Assisted
2 Homeless
Continuum of
Care
2023 2024 Homeless Citywide Homeless Support
Services and Housing
CDBG:
$26,500
Public service activities
other than
Low/Moderate Income
Housing Benefit: 288
Persons Assisted
Homeless Person Overnight
Shelter: 12 Persons Assisted
Homelessness Prevention:
12 Persons Assisted
3 Public Social
Services
2023 2024 Non-Homeless
Special Needs
Citywide Public Services CDBG:
$9,625
Public service activities
other than Low/Moderate
Income Housing Benefit:
110 Persons Assisted
4 Program
Administration
2023 2024 Administration Citywide Administration CDBG:
$52,200
Other: 1 Other
Table 55 – Goals Summary
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Consolidated Plan ALISO VIEJO 95
OMB Control No: 2506-0117 (exp. 09/30/2021) Draft 3/20/23
Goal Descriptions
1 Goal Name Infrastructure and Facility Improvements
Goal
Description
Provide or improve public infrastructure and facilities that benefit low- and moderate-income neighborhoods and residents
3 Goal Name Homeless Continuum of Care
Goal
Description
Provide a continuum of housing and supportive services for the homeless and the near homeless 4 Goal Name Public Social Services
Goal
Description
Provide a safety net of public social services for low- and moderate-income persons and persons with special needs 5 Goal Name Program Administration
Goal
Description
Provide for administration and planning activities to carry out actions that address needs identified in the Consolidated, including services to address impediments to fair housing
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Consolidated Plan ALISO VIEJO 96
OMB Control No: 2506-0117 (exp. 09/30/2021) Draft 3/20/23 Projects
AP-35 Projects – 91.220(d)
Introduction
The following activities have been allocated CDBG funds for Fiscal Year 2023-2024.
Projects
# Project Name
1 Age Well Senior Services
2 Fair Housing Foundation
3 Family Assistance Ministry
4 South County Outreach
5 ADA Sidewalk Curb Ramps
6 CDBG Administration
Table 56 – Project Information
Describe the reasons for allocation priorities and any obstacles to addressing underserved needs
The City recognizes that special needs populations (i.e., seniors, disabled, and households with extremely low-income) are more likely to become homeless because they have limited income or other issues that require supportive housing or services; therefore, the City considers supportive services a high priority.
The City anticipates that the greatest obstacle to meeting the underserved needs of these special needs populations will be a lack of financial resources for both supportive services and housing. A common need reported by service providers is affordable housing. Increasing rents, and reductions to the Housing Choice Voucher Program and other housing programs, can impact the City's ability to support affordable housing opportunities for extremely low- and very low-income households.
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Consolidated Plan ALISO VIEJO 97
OMB Control No: 2506-0117 (exp. 09/30/2021) Draft 3/20/23 AP-38 Project Summary
Project Summary Information
1 Project Name Age Well Senior Services
Target Area Citywide
Goals Supported Public Social Services
Needs Addressed Public Services
Funding CDBG: $6,125
Description Services for seniors
Target Date 6/30/2024
Estimate the number and type of families that
will benefit from the proposed activities
50 seniors
Location Description Citywide
Planned Activities Meals on wheels for homebound seniors 2 Project Name Fair Housing Foundation
Target Area Citywide
Goals Supported Public Social Services
Needs Addressed Public Services
Funding CDBG: $3,500
Description Fair housing services
Target Date 6/30/2024
Estimate the number and type of families that
will benefit from the proposed activities
163 Individuals (60 households)
Location Description Citywide
Planned Activities Fair housing outreach, education, enforcement services, and enhanced mediation services due to the lifting of the eviction moratorium
3 Project Name Family Assistance Ministry
Target Area Citywide
Goals Supported Homeless Continuum of Care
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Consolidated Plan ALISO VIEJO 98
OMB Control No: 2506-0117 (exp. 09/30/2021) Draft 3/20/23 Needs Addressed Homeless Support Services and Housing
Funding CDBG: $7,500
Description Transitional housing and support services
Target Date 6/30/2024
Estimate the number and type of families that
will benefit from the proposed activities
12 individuals
Location Description Citywide
Planned Activities Case management and support services for families with children residing in transitional housing
4 Project Name South County Outreach
Target Area Citywide
Goals Supported Homeless Continuum of Care
Needs Addressed Homeless Support Services and Housing
Funding CDBG: $19,000
Description Homelessness prevention assistance
Target Date 6/30/2024
Estimate the number and type of families that
will benefit from the proposed activities
300 low- and moderate-income persons
Location Description 7 Whatney St. B, Irvine CA
Planned Activities Foodbank services and case management (288 individuals) - services also include emergency rent and utility assistance to prevent eviction or termination of utility services (12 individuals)
5 Project Name ADA Sidewalk Curb Ramps
Target Area Citywide
Goals Supported Public Improvements and Public Facilities Needs Addressed Non-Housing Community Development
Funding CDBG: $318,288
Description Installation of sidewalk curb ramps that comply with current ADA regulations Target Date 6/30/2024
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Consolidated Plan ALISO VIEJO 99
OMB Control No: 2506-0117 (exp. 09/30/2021) Draft 3/20/23 Estimate the number and type of families that
will benefit from the proposed activities
According to HUD data, 1,146 individuals with a disability reside in the project areas – per U.S. Census Bureau, 5,76 individuals with ambulatory difficulty reside in the project areas Location Description Census Tracts 626.33, 626.67, 626.38, and 626.39 Planned Activities Installation of sidewalk curb ramps and domes to comply with current ADA regulations in 17 locations
6 Project Name Program Administration
Target Area Citywide
Goals Supported Administration and Planning
Needs Addressed Administration and Planning
Funding CDBG: $52,200
Description CDBG program oversight and coordination
Target Date 6/30/2024
Estimate the number and type of families that
will benefit from the proposed activities
NA
Location Description 12 Journey, Aliso Viejo, CA, City Hall Planned Activities CDBG program oversight and coordination, including preparation of applications, reports, and program planning documents
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Consolidated Plan ALISO VIEJO 100
OMB Control No: 2506-0117 (exp. 09/30/2021) Draft 3/20/23 AP-50 Geographic Distribution – 91.220(f)
Description of the geographic areas of the entitlement (including areas of low-income and minority concentration) where assistance will be directed For FY 23-24, CDBG funds will support citywide activities for income-eligible or eligible households due to a unique characteristic (e.g., seniors) regardless of where they live in Aliso Viejo. No “area-wide” activities are planned. There are specific areas of the City (i.e., Block Groups) where a significant percentage of residents meet HUD’s program income limits. A list of the City’s CDBG Target Areas is provided in Appendix 5: CDBG Eligible Census Tract Block Groups).
Geographic Distribution
Target Area Percentage of Funds
CDBG census tracts 0
Citywide 100
Table 57 - Geographic Distribution
Rationale for the priorities for allocating investments geographically The City does not allocate CDBG funds on a geographic basis; instead, funding is allocated to meet the needs of lower-income households regardless of where they reside in the City.
Discussion
As indicated above, CDBG funds will be allocated to citywide programs serving eligible Aliso Viejo residents.
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Consolidated Plan ALISO VIEJO 101
OMB Control No: 2506-0117 (exp. 09/30/2021) Draft 3/20/23 Affordable Housing
AP-55 Affordable Housing – 91.220(g)
Introduction
For FY 23-24, the City will not utilize CDBG resources to fund housing activities. This may change in future years as the City develops its CDBG-funded housing program over the course of the Consolidated Plan cycle.
One Year Goals for the Number of Households to be Supported Homeless 0
Non-Homeless 0
Special-Needs 0
Total 0
Table 58 - One Year Goals for Affordable Housing by Support Requirement
One Year Goals for the Number of Households Supported Through Rental Assistance 0
The Production of New Units 0
Rehab of Existing Units 0
Acquisition of Existing Units 0
Total 0
Table 59 - One Year Goals for Affordable Housing by Support Type
Discussion
For FY 23-24, the City will not use CDBG funds for housing activities; however, it will continue to support local service providers with CDBG and general funds for homelessness prevention, transitional housing, and supportive services. The City will also continue to support OCHA’s implementation of the federal rental assistance voucher and certificate program. An estimated 150 Aliso Viejo households will benefit from this program in FY 23-24.
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Consolidated Plan ALISO VIEJO 102
OMB Control No: 2506-0117 (exp. 09/30/2021) Draft 3/20/23 AP-60 Public Housing – 91.220(h)
Introduction
The City of Aliso Viejo does not own or manage public housing.
Actions planned during the next year to address the needs to public housing Not applicable
Actions to encourage public housing residents to become more involved in management and participate in homeownership
Not applicable
If the PHA is designated as troubled, describe how financial assistance will be provided or other assistance
Not applicable
Discussion
The City of Aliso Viejo does not own or manage public housing.
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Consolidated Plan ALISO VIEJO 103
OMB Control No: 2506-0117 (exp. 09/30/2021) Draft 3/20/23 AP-65 Homeless and Other Special Needs Activities – 91.220(i) Introduction
As the Strategic Plan outlines, the City’s homeless strategy emphasizes preventing homelessness.
According to HUD’s Strategies for Preventing Homelessness, “Homelessness prevention is an essential element of any effort to end homelessness either locally or nationwide.” This HUD report also indicates it is less expensive and disruptive to keep a household housed in place. Accordingly, during FY 23-24, the City will utilize CDBG and General Funds to support safety net services for lower-income households.
These services include food banks, counseling, rent/utility assistance, and supportive services. These safety net programs will help households maintain their current housing situation and prevent avoid homelessness.
Describe the jurisdictions one-year goals and actions for reducing and ending homelessness including
Reaching out to homeless persons (especially unsheltered persons) and assessing their individual needs
The City supports several regional service providers that assist Aliso Viejo residents at risk of becoming homeless and who are homeless. These agencies have established outreach programs that engage the homeless and assess their housing and service needs. Local service providers are tied into the regional Coordinated Entry System established by the OC-CoC, which assesses the vulnerability of homeless individuals and prioritizes access to housing and services for those most at risk. This need-assessment system is designed to “facilitate exits from homelessness to stable housing in the most rapid manner given available resources.”
The Orange County Sheriff’s Department Homeless Liaison Officer is also essential to the City’s homeless strategy. The Liaison Officer partners with City staff and local service providers to link homeless families and individuals to housing and needed supportive services.
Addressing the emergency shelter and transitional housing needs of homeless persons As the Strategic Plan indicates, no emergency shelters are located in the City; however, the City supports several homeless shelter providers operating in neighboring communities. In recent years, the City has purchased two condominiums which have been leased to Family Assistance Ministries (FAM) to provide transitional housing for families with children. In FY 23-24, the City will allocate CDBG funds to FAM to provide case management and supportive services to transitional housing residents.
As previously discussed, the City also provides Community Grant resources to Laura’s House and FAM to support housing and support services for special needs and homeless families. Laura’s House provides emergency and transitional shelter for victims of domestic violence. FAM offers a continuum of housing, including emergency and transitional housing for families with children.
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Consolidated Plan ALISO VIEJO 104
OMB Control No: 2506-0117 (exp. 09/30/2021) Draft 3/20/23 Helping homeless persons (especially chronically homeless individuals and families, families with children, veterans and their families, and unaccompanied youth) make the transition to permanent housing and independent living, including shortening the period of time that individuals and families experience homelessness, facilitating access for homeless individuals and families to affordable housing units, and preventing individuals and families who were recently homeless from becoming homeless again
Pursuant to current HUD directives, the OC-CoC has established a coordinated entry system whereby a homeless individual or family seeking shelter and services is directed to a streamlined system that facilitates access to appropriate housing and services. The system screens applicants for eligibility for services, such as homelessness prevention, emergency shelter, rapid rehousing, permanent supportive housing, and other interventions. The needs and strengths of each household are assessed to determine which interventions will be most effective and appropriate while prioritizing people for assistance based on the severity of their needs. Homeless service providers currently supported by the City will be critical players in housing and servicing the City’s homeless population via the coordinated entry system.
For FY 23-24, the City will allocate CDBG funds to South County Outreach, which will provide case management and supportive services to homeless or at-risk individuals and families. Support services include housing navigation assistance and budget management skills. These coordinated services aim to help individuals and families find affordable housing and maintain a household budget that prioritizes housing security.
Helping low-income individuals and families avoid becoming homeless, especially extremely low-income individuals and families and those who are: being discharged from publicly funded institutions and systems of care (such as health care facilities, mental health facilities, foster care and other youth facilities, and corrections programs and institutions); or, receiving assistance from public or private agencies that address housing, health, social services, employment, education, or youth needs
As previously stated, the City homeless strategy is based on the proposition that it is less expensive and disruptive for a household to remain housed in their existing home than to be rehoused. To this end, the City will use CDBG (and other public) resources to support agencies that provide various safety net services to help prevent households from becoming homeless. Examples of safety net services include food banks and rent/utility assistance programs such as those currently offered to Aliso Viejo residents by FAM and South County Outreach. A portion of CDBG funds allocated to South County Outreach will provide rent and utility assistance to households at risk of eviction.
Discussion
The City’s homeless strategy is to prevent homelessness and to support local service providers’ efforts to assist regional and local homeless populations. For FY 23-24, CDBG and General Fund resources will be utilized for homeless services. Services to be funded include homelessness prevention, case management, and supportive services.
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Consolidated Plan ALISO VIEJO 105
OMB Control No: 2506-0117 (exp. 09/30/2021) Draft 3/20/23 AP-75 Barriers to affordable housing – 91.220(j)
Introduction:
Barriers to affordable housing and actions to overcome barriers are listed in the City’s Housing Element and have been summarized in the Strategic Plan.
Actions it planned to remove or ameliorate the negative effects of public policies that serve as barriers to affordable housing such as land use controls, tax policies affecting land, zoning ordinances, building codes, fees and charges, growth limitations, and policies affecting the return on residential investment
The Housing Element outlines several actions the City will take to alleviate some of the negative impacts on affordable housing development.
• The City’s Zoning Code contains regulations and procedures for approval of a density bonus and additional incentives for affordable or senior housing. • The Zoning Code includes regulations and procedures for approving accessory residential units (ADUs) and junior accessory dwelling units consistent with current State law. • The City will consider modifying parking and landscape requirements for qualified projects such as affordable or senior housing development.
• The City’s General Plan identified several Community Benefit Overlay (CBO) areas where alternative development standards could be used to maximize development. CBO areas are typically identified in the General Plan with intensive future use. • The General Plan requires that 15% of apartment units converted to condominiums be affordable to very-low- and low-income households. The City also requires that displaced tenants receive relocation assistance. All affordable ownership units are subject to affordability covenants restricting the sale to a low-income or very-low-income buyer. • The City’s Zoning Ordinance requires reasonable accommodations for persons with disabilities.
For example, a waiver of setback requirements can be provided to ensure a paved path of travel can be provided to residents with mobility impairments. • The City adopted a Green Building Program that offers incentives, such as expedited processing or fee waivers, when project proponents agree to incorporate environmentally sensitive sustainable, and energy-efficient construction techniques into their projects. • To help reduce costs associated with the development review process, the City is developing permit tracking software to streamline the development review process.
Discussion:
The City’s Housing Element outlines a comprehensive plan to address barriers to affordable housing - the Consolidated Plan mirrors this plan. While incentives are available to developers and property owners, no housing projects slated for construction during FY 23-24 will likely take advantage of these incentives.
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Consolidated Plan ALISO VIEJO 106
OMB Control No: 2506-0117 (exp. 09/30/2021) Draft 3/20/23 AP-85 Other Actions – 91.220(k)
Introduction:
Outlined below are the actions the City will implement during FY 23-24 to address the sub-strategies of the Strategic Plan.
Actions planned to address obstacles to meeting underserved needs During FY 23-24, the City will encourage and support OCHA’s efforts to obtain additional rental assistance funding, especially for senior and low-income households. CDBG-funded public facility improvements to be undertaken during the year will provide barrier-free access to public facilities for individuals with disabilities and mobility limitations. Finally, public services will address the needs of seniors and lower-income households at risk of homelessness or that are homeless. Fair housing services will help ensure households have access to safe and decent housing that they desire and can afford, without regard to their race, color, religion, gender, sexual orientation, national origin, familial status, marital status, disability, ancestry, age, source of income, or other characteristics protected by laws.
Actions planned to foster and maintain affordable housing As previously outlined, the City will not utilize CDBG funds to support housing activities during FY 23-24; however, the City will continue to support OCHA’s administration of HUD’s voucher and certificate rental assistance program. Additionally, the City will monitor properties and housing units subject to covenants to preserve affordability.
Actions planned to reduce lead-based paint hazards
Most of the City’s housing stock was constructed after 1980; nonetheless, the City will continue to make information available to community residents regarding the health impacts of lead-based hazards, especially for young children.
Actions planned to reduce the number of poverty-level families As previously outlined, approximately 4.9% of the City’s population lives at or below the poverty level, including 4.6% of children under 18 and 7.6% of seniors (age 65 and older). The City will support several activities that aim to reduce the number of households living in poverty:
• OCHA’s administration of rental assistance programs for very low-income renters. • Social service programs that provide free or reduced-cost services to lower-income households that will help to improve quality of life.
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Consolidated Plan ALISO VIEJO 107
OMB Control No: 2506-0117 (exp. 09/30/2021) Draft 3/20/23 • Social service programs that assist households at risk of becoming homeless and those that are homeless.
Actions planned to develop institutional structure
The City has developed an institutional structure that will help identify and access resources to improve the community. For example, the City will continue to work with nonprofit entities to deliver social services. The City will also continue to provide critical homeless resources information to assist with the preparation of the County’s Continuum of Care Homeless Assistance grant applications to HUD. Aliso Viejo will also provide essential information regarding mainstream funds the City will make available to serve the homeless and assist in identifying and prioritizing gaps and needs in the regional system of care.
Actions planned to enhance coordination between public and private housing and social service agencies
The City of Aliso Viejo does not operate public housing. OCHA provides rental assistance in the community. Federal legislation requires that the Housing Authority prepare five-year and one-year plans that highlight its mission, goals, and objectives related to public and assisted housing programs. The City will review the Authority’s plans and will provide OCHA the opportunity to review and consult with the City regarding its Consolidated Plan. This cross-consultation aims to provide consistent and coordinated housing services for City residents. Ongoing consultation with local nonprofits also assists the City in coordinating the efficient and effective use of limited federal resources.
Discussion:
One HUD-required strategy not discussed above is the City’s action steps to affirmatively further fair housing via the Analysis of Impediments (AI) for Fair Housing Choice. As the Strategic Plan indicates, the City’s current AI is summarized in Appendix 4. Action steps to be taken during FY 23-24 are also found in Appendix 4.
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Consolidated Plan ALISO VIEJO 108
OMB Control No: 2506-0117 (exp. 09/30/2021) Draft 3/20/23 Program Specific Requirements
AP-90 Program Specific Requirements – 91.220(l)(1,2,4)
Introduction:
Each HUD program that is covered by Consolidated Plan regulations must address certain program specific requirements. Below are the requirements for the CDBG program as prescribed by the Consolidated Plan template.
Community Development Block Grant Program (CDBG)
Reference 24 CFR 91.220(l)(1)
Projects planned with all CDBG funds expected to be available during the year are identified in the Projects Table. The following identifies program income that is available for use that is included in projects to be carried out.
1. The total amount of program income that will have been received before the start of the next program year and that has not yet been reprogrammed 0
2. The amount of proceeds from section 108 loan guarantees that will be used during the year to address the priority needs and specific objectives identified in the grantee's strategic plan. 0
3. The amount of surplus funds from urban renewal settlements 0
4. The amount of any grant funds returned to the line of credit for which the planned use has not been included in a prior statement or plan 0
5. The amount of income from float-funded activities 0
Total Program Income: 0
Other CDBG Requirements
1. The amount of urgent need activities 0
2. The estimated percentage of CDBG funds that will be used for activities that benefit persons of low and moderate income. Overall Benefit - A consecutive period of one, two or three years may be used to determine that a minimum overall benefit of 70% of CDBG funds is used to benefit persons of low and moderate income. Specify the years covered that include this Annual Action Plan. 100.00%
The City will meet the overall 70% benefit for low- and moderate-income requirement of the CDBG program over one year – the 2023 Program Year.
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Consolidated Plan ALISO VIEJO 109
OMB Control No: 2506-0117 (exp. 09/30/2021) Draft 3/20/23 Appendix - Alternate/Local Data Sources
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Summary of Past Accomplishments
(FY 2018-2022)
ConPlan Goal Unit of Measure
Expected 5
Yr. ConPlan
Goal
4-Year
Actual
4-Year
Percent
Complete
Expected
FY 21-22
Program Year
Actual FY
21-22
Program Year
1 Yr. Percent
Complete
Fair Housing Services Persons
Assisted 300 167 55.67% 60 35 58.33%
Homeless Services Households
Assisted 75 4 5.33% 5 4 80.00%
Program Administration Other 5 4 80.00% 1 1 100.00%
Public Facility Improvements * Persons
Assisted 6,000 3,392 56.53% 3,392 0 0.00%
Public Infrastructure Improvements Persons
Assisted 12,000 0 0.00% 0 0 0.00%
Public Services Persons
Assisted 500 0 0.00% 0 0 0.00%
Single-Family Housing Rehabilitation Household
Housing Unit 15 0 0.00% 0 0 0.00%
* Accomplishments represent AV Ranch project beneficiaries. Accomplishments based on HUD data for persons with disabilities Appendix 1 Page 1 of 1
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CITY OF ALISO VIEJO
NOTICE OF CITY COUNCIL
PUBLIC HEARING
AND PUBLIC REVIEW PERIOD
NOTICE IS HEREBY GIVEN that on Wednesday, April 19, 2023, at 7:00 p.m. (or as soon thereafter as possible), the City Council of the City of Aliso Viejo will consider the following public hearing item:
CONSIDERATION OF THE CITY OF ALISO VIEJO’S ADOPTION OF THE 2023 -2027 CONSOLIDATED PLAN AND 2023 -2024 ANNUAL ACTION PLAN FOR EXPENDITURES
OF COMMUNITY DEVELOPMENT BLOCK GRANT (CDBG)
Hearing Location: City Hall Council Chambers, 12 Journey, Suite 150, Aliso Viejo, CA 92656
INVITATION TO BE HEARD: All interested persons will be given an opportunity to comment on this item at the public hearing. The draft 2023-2027 Consolidated Plan and 2023-2024 Annual Action Plan will also be available for public review. It will be available at the City of Aliso Vi ejo City Hall, the Aliso Viejo Public Library, and the City’s website at www.avcity.org. The review period will begin on March 16, 2023, and end on April 17, 2023. In addition, written comments may be submitted to the City Council prior to the hearing to the attention of: Mitzi Ortiz, MMC, City Clerk, City of Aliso Viejo, 12 Journey, Suite 100, Aliso Viejo, California 92656. Please reference the hearing title and date of hearing in any correspondence.
The U.S. Department of Housing and Urban Development has notified the City that it will receive $261,093 in CDBG funds for Fiscal Year 2023 -2024. Uncommitted prior-year funds are also available to carry out eligible activities. Proposed FY 2023-2024 CDBG funding is summarized below:
CDBG Revenues
FY 2023-2024 CDBG Fund $261,093
Prior Year CDBG Funds $145,520
Total: $406,613
Proposed Use of CDBG Funds
Public Services (15% maximum) $36,125
Capital Improvements $318,288
Program Administration (20% maximum) $52,200
Total: $406,613
If you wish to challenge the above projects in court, the challenge will be limited only to those issues you or someone else raised at the public hearing or in written correspondence delivered to the City at or before the public hearing as described in this notice.
The agenda materials pertaining to this item will be available for public review at the City and on the City’s website at www.avcity.org by approximately 5:30 p.m. on April 14, 2023. Please contact Mitzi Ortiz, MMC, City Clerk, at (949) 425-2505 if you have any questions regarding the agenda materials.
It is the intention of the City of Aliso Viejo to comply with the Americans with Disabilities Act (ADA). If you require special assistance beyond what is normally provided, the City will attempt to accommodate you in every reasonable manner. Please contact the City Clerk’s Office at (949) 425-2505 at least 48 hours before the meeting to inform us of your particular needs.
/s/ Mitzi Ortiz, MMC, City Clerk
1/8-page display ad published in the Laguna Niguel News March 16, 2023
Appendix 2