Agenda packet — Aliso Viejo City Council, September 18, 2024 (part 6 of 7)

1. Near Intersection of Aliso Creek Rd. and Enterprise Noise Report Summary
Date Wednesday, October 26, 2022
Start Time 2:26pm
End Time 2:41pm
File Name 831_Data.088
Device Model Larson Davis Model 831
Weighting A
Response Slow
Results
Description Value Description Value
Leq 64.6dB L10 67.2dB
Lmax 79.2dB L50 61.6dB
Lmin 52.0dB L90 56.9dB
LAS > 65.0 dBA (Exceedance Count/Duration): 45, 268.3s
LAS > 85.0 dBA (Exceedance Count/Duration): 0, 0s
Statistics Chart

0.00 0.20

0.40 0.60

0.80 1.00

1.20 1.40

52.052.753.454.154.855.556.256.957.658.359.059.760.461.161.862.563.263.964.665.366.066.767.468.168.869.570.270.971.672.373.073.774.475.175.876.577.277.978.6 %
dBA
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Statistics Table
dB 0.0 0.1 0.2 0.3 0.4 0.5 0.6 0.7 0.8 0.9 %

52.0 0.02 0.02 0.02 0.02 0.14 0.12 0.05 0.03 0.03 0.02 0.5

53.0 0.02 0.05 0.04 0.03 0.04 0.05 0.03 0.07 0.12 0.14 0.6

54.0 0.11 0.07 0.09 0.12 0.16 0.27 0.21 0.19 0.23 0.25 1.69

55.0 0.27 0.27 0.30 0.22 0.24 0.34 0.32 0.27 0.32 0.44 2.99

56.0 0.37 0.37 0.41 0.39 0.44 0.45 0.42 0.50 0.57 0.60 4.52

57.0 0.58 0.45 0.43 0.75 0.66 0.64 0.66 0.66 0.67 0.65 6.15

58.0 0.67 0.75 0.80 0.80 0.83 0.84 0.83 0.73 0.79 0.88 7.91

59.0 0.80 0.81 0.93 0.98 0.97 0.99 1.03 0.96 0.93 0.99 9.38

60.0 1.20 1.16 1.06 1.14 1.09 1.22 1.05 0.94 0.87 0.91 10.63

61.0 0.92 0.78 0.85 0.95 0.93 0.99 0.96 0.97 0.88 0.92 9.15

62.0 0.91 0.90 0.83 1.00 0.80 0.88 0.76 0.83 0.91 0.96 8.80

63.0 1.06 0.86 0.79 0.81 0.85 0.75 0.81 0.88 0.68 0.71 8.21

64.0 0.78 0.78 0.71 0.69 0.65 0.83 0.96 0.90 0.82 0.78 7.90

65.0 0.85 0.66 0.63 0.70 0.58 0.53 0.48 0.51 0.50 0.51 5.94

66.0 0.47 0.51 0.50 0.51 0.44 0.50 0.51 0.44 0.37 0.47 4.70

67.0 0.41 0.44 0.39 0.36 0.37 0.27 0.37 0.26 0.36 0.35 3.57

68.0 0.33 0.24 0.20 0.25 0.18 0.20 0.16 0.20 0.22 0.14 2.13

69.0 0.16 0.16 0.16 0.13 0.12 0.14 0.12 0.11 0.10 0.11 1.33

70.0 0.09 0.11 0.14 0.11 0.10 0.06 0.06 0.09 0.07 0.10 0.92

71.0 0.09 0.06 0.06 0.06 0.06 0.08 0.05 0.04 0.04 0.04 0.58

72.0 0.04 0.04 0.05 0.04 0.06 0.07 0.06 0.07 0.06 0.07 0.55

73.0 0.09 0.11 0.06 0.09 0.12 0.07 0.02 0.02 0.02 0.02 0.60

74.0 0.02 0.02 0.02 0.02 0.02 0.02 0.02 0.02 0.02 0.04 0.22

75.0 0.06 0.04 0.05 0.04 0.05 0.07 0.05 0.04 0.02 0.01 0.43

76.0 0.01 0.01 0.01 0.01 0.02 0.02 0.02 0.02 0.01 0.02 0.16

77.0 0.01 0.01 0.01 0.02 0.02 0.01 0.01 0.01 0.01 0.02 0.14

78.0 0.01 0.03 0.02 0.01 0.01 0.01 0.02 0.03 0.04 0.05 0.24

79.0 0.03 0.06 0.01 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.10 noah tanski environmental consulting
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Logged Data Chart

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2. Enterprise, Near Vantis Dr. Noise Report
Summary
Date Wednesday, October 26, 2022
Start Time 3:06pm
End Time 3:21pm
File Name 831_Data.090
Device Model Larson Davis Model 831
Weighting A
Response Slow
Results
Description Value Description Value
Leq 64.3dB L10 69.1dB
Lmax 77.6dB L50 55.8dB
Lmin 43.6dB L90 46.1dB
LAS > 65.0 dBA (Exceedance Count/Duration): 33, 213.0s
LAS > 85.0 dBA (Exceedance Count/Duration): 0, 0.0s
Statistics Chart

0.00 0.10

0.20 0.30

0.40 0.50

0.60 0.70

0.80 0.90

43.043.944.845.746.647.548.449.350.251.152.052.953.854.755.656.557.458.359.260.161.061.962.863.764.665.566.467.368.269.170.070.971.872.773.674.575.476.377.2 %
dBA
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Statistics Table
dB 0.0 0.1 0.2 0.3 0.4 0.5 0.6 0.7 0.8 0.9 %

43.0 0.00 0.00 0.00 0.00 0.00 0.00 0.12 0.14 0.15 0.12 0.5

44.0 0.17 0.18 0.10 0.18 0.26 0.36 0.35 0.42 0.62 0.85 3.5

45.0 0.55 0.45 0.39 0.40 0.39 0.34 0.56 0.71 0.56 0.69 5.04

46.0 0.56 0.50 0.48 0.56 0.58 0.47 0.49 0.68 0.66 0.48 5.45

47.0 0.39 0.39 0.37 0.37 0.30 0.41 0.43 0.55 0.43 0.43 4.07

48.0 0.46 0.58 0.47 0.42 0.68 0.51 0.48 0.45 0.45 0.44 4.93

49.0 0.47 0.47 0.50 0.47 0.39 0.48 0.49 0.38 0.36 0.47 4.48

50.0 0.40 0.38 0.50 0.51 0.47 0.62 0.64 0.58 0.43 0.39 4.93

51.0 0.38 0.34 0.34 0.43 0.46 0.50 0.62 0.52 0.53 0.64 4.76

52.0 0.57 0.38 0.34 0.35 0.34 0.31 0.29 0.28 0.32 0.33 3.53

53.0 0.28 0.29 0.29 0.28 0.27 0.29 0.29 0.29 0.32 0.35 2.96

54.0 0.33 0.32 0.39 0.32 0.34 0.41 0.41 0.35 0.27 0.30 3.43

55.0 0.31 0.33 0.31 0.29 0.24 0.24 0.26 0.27 0.27 0.28 2.79

56.0 0.23 0.24 0.25 0.32 0.34 0.41 0.33 0.31 0.30 0.33 3.06

57.0 0.34 0.29 0.36 0.33 0.31 0.32 0.31 0.29 0.27 0.27 3.11

58.0 0.27 0.33 0.38 0.45 0.41 0.39 0.45 0.38 0.46 0.36 3.88

59.0 0.42 0.42 0.40 0.41 0.37 0.40 0.41 0.35 0.48 0.48 4.13

60.0 0.45 0.39 0.30 0.25 0.24 0.24 0.24 0.26 0.27 0.30 2.93

61.0 0.29 0.28 0.27 0.31 0.31 0.34 0.37 0.36 0.31 0.31 3.16

62.0 0.30 0.37 0.32 0.33 0.34 0.42 0.37 0.26 0.26 0.23 3.20

63.0 0.25 0.25 0.26 0.25 0.24 0.25 0.25 0.25 0.24 0.24 2.48

64.0 0.25 0.26 0.32 0.34 0.28 0.28 0.32 0.28 0.33 0.25 2.91

65.0 0.32 0.22 0.22 0.21 0.21 0.24 0.27 0.23 0.22 0.21 2.36

66.0 0.26 0.34 0.29 0.25 0.26 0.22 0.29 0.24 0.28 0.29 2.72

67.0 0.33 0.26 0.28 0.33 0.26 0.40 0.28 0.20 0.34 0.26 2.94

68.0 0.27 0.20 0.24 0.23 0.31 0.27 0.21 0.20 0.20 0.18 2.31

69.0 0.22 0.25 0.25 0.20 0.15 0.18 0.16 0.17 0.25 0.21 2.05

70.0 0.29 0.20 0.24 0.26 0.20 0.22 0.29 0.17 0.17 0.18 2.23

71.0 0.17 0.16 0.17 0.17 0.21 0.19 0.21 0.20 0.23 0.18 1.88

72.0 0.18 0.23 0.27 0.22 0.17 0.17 0.19 0.15 0.18 0.21 1.96

73.0 0.20 0.16 0.12 0.08 0.08 0.08 0.13 0.06 0.06 0.07 1.03

74.0 0.07 0.07 0.08 0.07 0.06 0.06 0.05 0.06 0.07 0.06 0.66

75.0 0.06 0.06 0.06 0.05 0.06 0.07 0.01 0.01 0.01 0.02 0.40

76.0 0.02 0.01 0.01 0.01 0.01 0.00 0.01 0.01 0.01 0.02 0.09

77.0 0.04 0.01 0.02 0.01 0.01 0.04 0.00 0.00 0.00 0.00 0.14 noah tanski environmental consulting
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Logged Data Chart

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3. Vantis Residences – Facing Project Site Noise Report Summary
Date Thursday, March 21, 2024
Start Time 3:00pm
End Time 3:15pm
File Name 831_Data.122
Device Model Larson Davis Model 831
Weighting A
Response Slow
Results
Description Value Description Value
Leq 51.6dB L10 52.8dB
Lmax 65.4dB L50 49.8dB
Lmin 45.6dB L90 47.6dB
LAS > 65.0 dBA (Exceedance Count/Duration): 1, 2.9s
LAS > 85.0 dBA (Exceedance Count/Duration): 0, 0s
Statistics Chart

0.00 0.50

1.00 1.50

2.00 2.50

45.046.046.547.047.548.048.549.049.550.050.551.051.552.052.553.053.554.054.555.055.556.056.557.057.558.058.559.059.560.060.561.061.562.062.563.063.564.064.565.0 %
dBA
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Statistics Table
dB 0.0 0.1 0.2 0.3 0.4 0.5 0.6 0.7 0.8 0.9 %

45.0 0.00 0.00 0.00 0.00 0.00 0.00 0.04 0.05 0.08 0.33 0.5

46.0 0.19 0.30 0.19 0.26 0.30 0.36 0.60 0.66 0.85 0.76 4.5

47.0 0.99 0.85 0.68 0.59 0.84 0.97 1.14 1.19 1.58 1.80 10.63

48.0 1.82 1.88 2.00 1.78 1.87 1.83 1.78 1.83 1.82 1.87 18.48

49.0 2.03 1.73 1.79 1.82 1.76 1.85 1.90 1.95 1.83 1.67 18.35

50.0 1.67 1.90 1.79 1.68 1.99 1.67 1.88 1.89 1.95 1.57 18.00

51.0 1.59 1.76 1.49 1.42 1.21 1.59 1.25 1.07 1.05 0.76 13.19

52.0 0.97 1.09 0.75 0.81 0.69 0.52 0.50 0.53 0.61 0.54 7.02

53.0 0.43 0.42 0.21 0.22 0.25 0.23 0.22 0.28 0.26 0.19 2.70

54.0 0.20 0.22 0.22 0.14 0.15 0.14 0.18 0.17 0.09 0.11 1.60

55.0 0.11 0.12 0.23 0.21 0.18 0.13 0.13 0.20 0.21 0.08 1.61

56.0 0.08 0.07 0.05 0.07 0.04 0.07 0.09 0.09 0.07 0.08 0.73

57.0 0.02 0.03 0.02 0.02 0.02 0.02 0.02 0.02 0.04 0.05 0.25

58.0 0.04 0.04 0.03 0.07 0.06 0.04 0.04 0.05 0.06 0.07 0.50

59.0 0.04 0.02 0.02 0.03 0.04 0.03 0.04 0.04 0.05 0.02 0.33

60.0 0.01 0.03 0.03 0.02 0.02 0.04 0.04 0.06 0.03 0.04 0.30

61.0 0.03 0.02 0.02 0.02 0.02 0.14 0.05 0.07 0.03 0.02 0.41

62.0 0.02 0.02 0.01 0.02 0.05 0.07 0.04 0.03 0.02 0.04 0.32

63.0 0.02 0.03 0.07 0.05 0.04 0.04 0.04 0.04 0.04 0.03 0.39

64.0 0.04 0.01 0.01 0.01 0.01 0.02 0.02 0.02 0.02 0.01 0.18

65.0 0.01 0.01 0.01 0.01 0.02 0.00 0.00 0.00 0.00 0.00 0.06 Logged Data Chart

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4. Near 101 Summit Office Park Noise Report
Summary
Date Thursday, March 21, 2024
Start Time 3:30pm
End Time 3:45pm
File Name 831_Data.123
Device Model Larson Davis Model 831
Weighting A
Response Slow
Results
Description Value Description Value
Leq 57.8dB L10 61.5dB
Lmax 72.3dB L50 52.1dB
Lmin 44.8dB L90 46.5dB
LAS > 65.0 dBA (Exceedance Count/Duration): 5, 34.6s
LAS > 85.0 dBA (Exceedance Count/Duration): 0, 0s
Statistics Chart

0.00 0.20

0.40 0.60

0.80 1.00

1.20 1.40

1.60 44.045.446.146.847.548.248.949.650.351.051.752.453.153.854.555.255.956.657.358.058.759.460.160.861.562.262.963.664.365.065.766.467.167.868.569.269.970.671.372.0 %
dBA
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Statistics Table
dB 0.0 0.1 0.2 0.3 0.4 0.5 0.6 0.7 0.8 0.9 %

44.0 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.04 0.20 0.2

45.0 0.27 0.36 0.26 0.29 0.46 0.49 0.54 0.45 0.80 0.89 4.8

46.0 0.82 0.78 0.97 0.98 0.84 0.76 0.70 0.71 0.67 0.79 8.03

47.0 1.29 0.94 0.77 1.11 1.20 1.39 1.26 1.18 1.33 1.03 11.49

48.0 1.11 1.20 1.13 0.94 0.75 0.68 0.76 0.77 0.93 0.85 9.11

49.0 0.64 0.61 0.82 0.66 0.50 0.61 0.68 0.50 0.42 0.41 5.86

50.0 0.41 0.52 0.56 0.49 0.58 0.48 0.41 0.45 0.52 0.54 4.95

51.0 0.47 0.44 0.45 0.53 0.58 0.49 0.52 0.54 0.49 0.42 4.92

52.0 0.39 0.34 0.43 0.43 0.51 0.44 0.55 0.52 0.39 0.52 4.53

53.0 0.50 0.42 0.47 0.43 0.45 0.44 0.50 0.48 0.49 0.53 4.71

54.0 0.48 0.59 0.53 0.49 0.53 0.51 0.49 0.50 0.48 0.45 5.03

55.0 0.44 0.43 0.46 0.57 0.45 0.44 0.47 0.40 0.34 0.37 4.36

56.0 0.33 0.34 0.36 0.33 0.33 0.37 0.40 0.46 0.59 0.50 4.01

57.0 0.36 0.30 0.29 0.36 0.31 0.33 0.38 0.37 0.36 0.30 3.35

58.0 0.31 0.34 0.40 0.42 0.35 0.28 0.28 0.30 0.32 0.39 3.37

59.0 0.42 0.40 0.37 0.48 0.38 0.35 0.34 0.45 0.40 0.39 3.97

60.0 0.43 0.43 0.41 0.47 0.48 0.46 0.55 0.47 0.52 0.53 4.75

61.0 0.52 0.43 0.42 0.42 0.38 0.36 0.30 0.32 0.30 0.33 3.78

62.0 0.29 0.26 0.27 0.25 0.24 0.28 0.36 0.35 0.27 0.19 2.77

63.0 0.20 0.20 0.28 0.26 0.25 0.19 0.17 0.12 0.10 0.11 1.88

64.0 0.12 0.11 0.09 0.07 0.09 0.10 0.08 0.14 0.15 0.10 1.06

65.0 0.13 0.13 0.19 0.14 0.15 0.05 0.06 0.06 0.05 0.04 1.01

66.0 0.06 0.05 0.06 0.03 0.04 0.04 0.02 0.02 0.03 0.03 0.38

67.0 0.04 0.04 0.03 0.03 0.03 0.04 0.04 0.04 0.07 0.03 0.38

68.0 0.02 0.02 0.02 0.03 0.02 0.02 0.03 0.04 0.04 0.04 0.28

69.0 0.03 0.07 0.05 0.05 0.05 0.04 0.02 0.02 0.02 0.03 0.38

70.0 0.03 0.04 0.03 0.03 0.01 0.02 0.02 0.02 0.02 0.02 0.24

71.0 0.02 0.02 0.06 0.06 0.02 0.01 0.01 0.02 0.01 0.02 0.25

72.0 0.01 0.04 0.02 0.02 0.00 0.00 0.00 0.00 0.00 0.00 0.09 noah tanski environmental consulting
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5. Nearby Restaurant Outdoor Seating Noise Report
Summary
Date Thursday, March 21, 2024
Start Time 4:04pm
End Time 4:19pm
File Name 831_Data.124
Device Model Larson Davis Model 831
Weighting A
Response Slow
Results
Description Value Description Value
Leq 61.6dB L10 64.8dB
Lmax 76.9dB L50 55.9dB
Lmin 47.2dB L90 49.9dB
LAS > 65.0 dBA (Exceedance Count/Duration): 13, 101.8s
LAS > 85.0 dBA (Exceedance Count/Duration): 0, 0s
Statistics Chart

0.00 0.20

0.40 0.60

0.80 1.00

1.20 47.047.848.649.450.251.051.852.653.454.255.055.856.657.458.259.059.860.661.462.263.063.864.665.466.267.067.868.669.470.271.071.872.673.474.275.075.876.6 %
dBA
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Statistics Table
dB 0.0 0.1 0.2 0.3 0.4 0.5 0.6 0.7 0.8 0.9 %

47.0 0.00 0.00 0.04 0.02 0.05 0.26 0.22 0.24 0.21 0.33 1.4

48.0 0.39 0.57 0.65 0.45 0.46 0.49 0.41 0.46 0.46 0.48 4.8

49.0 0.31 0.38 0.37 0.38 0.35 0.46 0.38 0.39 0.37 0.57 3.97

50.0 0.58 0.33 0.30 0.35 0.52 0.56 0.70 0.62 0.74 0.62 5.32

51.0 0.56 0.59 0.55 0.59 0.56 0.55 0.57 0.47 0.39 0.43 5.26

52.0 0.56 0.61 0.55 0.59 0.46 0.59 0.60 0.52 0.67 0.75 5.89

53.0 0.71 0.61 0.79 1.06 0.93 0.81 0.63 0.61 0.57 0.54 7.26

54.0 0.61 0.59 0.54 0.60 0.77 0.91 0.82 0.84 0.92 1.01 7.60

55.0 1.01 0.85 0.77 0.73 0.76 1.03 0.77 0.87 1.02 0.90 8.70

56.0 0.69 0.70 0.62 0.77 0.77 0.90 0.72 0.67 0.81 0.97 7.64

57.0 0.76 0.69 0.65 0.59 0.59 0.65 0.61 0.61 0.60 0.59 6.35

58.0 0.57 0.53 0.50 0.52 0.55 0.65 0.56 0.72 0.54 0.51 5.64

59.0 0.54 0.55 0.46 0.55 0.59 0.44 0.42 0.43 0.39 0.38 4.74

60.0 0.44 0.37 0.43 0.34 0.37 0.39 0.39 0.37 0.45 0.43 3.98

61.0 0.41 0.39 0.39 0.35 0.40 0.35 0.34 0.33 0.28 0.30 3.55

62.0 0.37 0.33 0.41 0.36 0.34 0.35 0.26 0.30 0.29 0.36 3.36

63.0 0.26 0.33 0.34 0.38 0.37 0.36 0.35 0.31 0.24 0.19 3.13

64.0 0.20 0.19 0.19 0.21 0.16 0.15 0.19 0.13 0.14 0.20 1.76

65.0 0.16 0.14 0.13 0.17 0.14 0.24 0.20 0.23 0.18 0.23 1.81

66.0 0.19 0.17 0.11 0.09 0.08 0.08 0.12 0.07 0.08 0.10 1.10

67.0 0.11 0.11 0.13 0.12 0.10 0.11 0.17 0.08 0.09 0.05 1.06

68.0 0.05 0.07 0.06 0.06 0.05 0.07 0.09 0.14 0.10 0.11 0.81

69.0 0.15 0.10 0.07 0.05 0.07 0.11 0.07 0.06 0.06 0.09 0.82

70.0 0.10 0.11 0.16 0.28 0.23 0.21 0.18 0.18 0.17 0.16 1.79

71.0 0.17 0.11 0.11 0.13 0.09 0.08 0.08 0.10 0.07 0.05 0.98

72.0 0.05 0.03 0.03 0.06 0.06 0.05 0.04 0.03 0.03 0.05 0.45

73.0 0.06 0.08 0.07 0.07 0.07 0.08 0.06 0.06 0.10 0.05 0.70

74.0 0.02 0.02 0.02 0.01 0.00 0.00 0.01 0.00 0.00 0.00 0.10

75.0 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.03

76.0 0.01 0.01 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.01 0.05 noah tanski environmental consulting
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Logged Data Chart

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6. Intersection of Enterprise and Town Center (Midday) Noise Report Summary
Date Thursday, March 21, 2024
Start Time 1:47pm
End Time 2:47pm
File Name 831_Data.121
Device Model Larson Davis Model 831
Weighting A
Response Slow
Results
Description Value Description Value
Leq 59.3dB L10 61.4dB
Lmax 80.5dB L50 56.7dB
Lmin 45.8dB L90 50.7dB
LAS > 65.0 dBA (Exceedance Count/Duration): 37, 141.8s
LAS > 85.0 dBA (Exceedance Count/Duration): 0, 0s
Statistics Chart

0.00 0.20

0.40 0.60

0.80 1.00

1.20 1.40

1.60 45.045.946.847.748.649.550.451.352.253.154.054.955.856.757.658.559.460.361.262.163.063.964.865.766.667.568.469.370.271.172.072.973.874.775.676.577.478.379.280.1 %
dBA
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Statistics Table
dB 0.0 0.1 0.2 0.3 0.4 0.5 0.6 0.7 0.8 0.9 %

45.0 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.01 0.00 0.0

46.0 0.00 0.00 0.00 0.00 0.00 0.02 0.02 0.02 0.05 0.07 0.2

47.0 0.08 0.09 0.12 0.07 0.07 0.08 0.08 0.07 0.06 0.08 0.79

48.0 0.09 0.11 0.22 0.21 0.22 0.24 0.31 0.31 0.34 0.29 2.33

49.0 0.26 0.26 0.30 0.25 0.26 0.29 0.39 0.55 0.41 0.37 3.35

50.0 0.33 0.42 0.44 0.45 0.52 0.56 0.57 0.45 0.53 0.51 4.78

51.0 0.50 0.61 0.53 0.50 0.50 0.50 0.55 0.51 0.57 0.54 5.33

52.0 0.48 0.47 0.55 0.54 0.48 0.45 0.53 0.52 0.48 0.50 5.00

53.0 0.56 0.61 0.67 0.58 0.59 0.61 0.54 0.57 0.58 0.59 5.89

54.0 0.59 0.60 0.66 0.69 0.63 0.71 0.64 0.66 0.71 0.67 6.56

55.0 0.75 0.68 0.80 0.76 0.80 0.83 0.87 0.84 0.90 0.97 8.20

56.0 0.98 0.93 0.94 1.00 1.12 1.08 1.16 1.12 1.15 1.13 10.61

57.0 1.25 1.50 1.34 1.23 1.24 1.33 1.16 1.25 1.20 1.10 12.58

58.0 1.12 1.08 0.96 0.95 0.97 0.95 1.02 0.96 0.89 0.86 9.76

59.0 0.85 0.84 0.79 0.85 0.80 0.71 0.67 0.66 0.59 0.58 7.34

60.0 0.52 0.53 0.56 0.60 0.62 0.53 0.60 0.52 0.51 0.49 5.50

61.0 0.43 0.44 0.37 0.39 0.36 0.32 0.33 0.37 0.36 0.35 3.73

62.0 0.31 0.25 0.23 0.25 0.27 0.25 0.29 0.30 0.25 0.24 2.64

63.0 0.22 0.18 0.20 0.14 0.13 0.14 0.17 0.14 0.11 0.13 1.56

64.0 0.13 0.12 0.11 0.08 0.09 0.09 0.11 0.10 0.07 0.07 0.98

65.0 0.08 0.08 0.08 0.08 0.09 0.08 0.08 0.09 0.06 0.06 0.79

66.0 0.06 0.06 0.05 0.06 0.07 0.07 0.06 0.05 0.04 0.04 0.55

67.0 0.04 0.03 0.05 0.05 0.03 0.04 0.03 0.03 0.04 0.04 0.38

68.0 0.04 0.05 0.06 0.06 0.03 0.02 0.02 0.02 0.02 0.02 0.33

69.0 0.03 0.02 0.02 0.02 0.02 0.03 0.05 0.03 0.03 0.04 0.28

70.0 0.05 0.02 0.02 0.02 0.02 0.02 0.01 0.01 0.01 0.01 0.17

71.0 0.01 0.01 0.00 0.00 0.00 0.00 0.00 0.01 0.00 0.00 0.05

72.0 0.01 0.01 0.01 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.05

73.0 0.00 0.00 0.01 0.00 0.01 0.01 0.01 0.01 0.01 0.01 0.08

74.0 0.01 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.01 0.03

75.0 0.00 0.01 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.03

76.0 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.02

77.0 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.01 0.01 0.01 0.04

78.0 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.03

79.0 0.01 0.00 0.01 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.04

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7. Intersection of Enterprise and Town Center (Peak Hour) Noise Report Summary
Date Thursday, March 21, 2024
Start Time 4:21pm
End Time 5:21pm
File Name 831_Data.125
Device Model Larson Davis Model 831
Weighting A
Response Slow
Results
Description Value Description Value
Leq 59.2dB L10 61.4dB
Lmax 77.6dB L50 55.4dB
Lmin 46.1dB L90 50.2dB
LAS > 65.0 dBA (Exceedance Count/Duration): 33, 163.3s
LAS > 85.0 dBA (Exceedance Count/Duration): 0, 0s
Statistics Chart

0.00 0.10

0.20 0.30

0.40 0.50

0.60 0.70

0.80 0.90

1.00 46.046.847.648.449.250.050.851.652.453.254.054.855.656.457.258.058.859.660.461.262.062.863.664.465.266.066.867.668.469.270.070.871.672.473.274.074.875.676.477.2 %
dBA
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Statistics Table
dB 0.0 0.1 0.2 0.3 0.4 0.5 0.6 0.7 0.8 0.9 %

46.0 0.00 0.00 0.02 0.10 0.07 0.05 0.05 0.06 0.06 0.05 0.5

47.0 0.07 0.13 0.13 0.19 0.12 0.13 0.12 0.11 0.14 0.16 1.3

48.0 0.16 0.20 0.25 0.19 0.19 0.22 0.22 0.18 0.27 0.31 2.17

49.0 0.35 0.37 0.37 0.39 0.45 0.59 0.58 0.48 0.48 0.54 4.61

50.0 0.51 0.53 0.48 0.52 0.53 0.52 0.52 0.50 0.58 0.62 5.30

51.0 0.66 0.64 0.57 0.53 0.61 0.63 0.79 0.77 0.69 0.77 6.65

52.0 0.81 0.77 0.79 0.78 0.83 0.91 0.91 0.87 0.86 0.79 8.32

53.0 0.83 0.90 0.80 0.82 0.76 0.88 0.87 0.87 0.84 0.85 8.42

54.0 0.91 0.89 0.91 0.90 0.87 0.95 0.84 0.79 0.75 0.79 8.60

55.0 0.83 0.93 0.88 0.81 0.81 0.76 0.74 0.75 0.82 0.83 8.16

56.0 0.85 0.87 0.87 0.85 0.74 0.84 0.83 0.89 0.78 0.77 8.29

57.0 0.78 0.80 0.82 0.81 0.81 0.79 0.83 0.77 0.69 0.76 7.87

58.0 0.83 0.75 0.77 0.78 0.78 0.74 0.76 0.78 0.76 0.75 7.69

59.0 0.80 0.70 0.64 0.57 0.63 0.67 0.59 0.54 0.52 0.48 6.15

60.0 0.51 0.50 0.48 0.41 0.43 0.44 0.41 0.42 0.36 0.40 4.37

61.0 0.47 0.36 0.37 0.36 0.35 0.32 0.32 0.32 0.28 0.26 3.40

62.0 0.30 0.27 0.27 0.26 0.25 0.21 0.18 0.15 0.15 0.17 2.21

63.0 0.17 0.18 0.15 0.16 0.13 0.15 0.13 0.12 0.16 0.11 1.46

64.0 0.10 0.10 0.10 0.11 0.09 0.10 0.08 0.09 0.08 0.09 0.93

65.0 0.10 0.09 0.09 0.08 0.07 0.07 0.07 0.08 0.06 0.06 0.76

66.0 0.06 0.06 0.06 0.05 0.06 0.07 0.05 0.07 0.05 0.05 0.58

67.0 0.06 0.07 0.06 0.05 0.05 0.04 0.04 0.04 0.05 0.03 0.49

68.0 0.04 0.04 0.04 0.03 0.03 0.03 0.04 0.04 0.04 0.04 0.38

69.0 0.03 0.04 0.03 0.04 0.03 0.04 0.04 0.05 0.06 0.04 0.39

70.0 0.04 0.04 0.04 0.03 0.02 0.03 0.02 0.02 0.02 0.02 0.28

71.0 0.02 0.02 0.03 0.02 0.02 0.02 0.02 0.02 0.02 0.02 0.19

72.0 0.02 0.02 0.02 0.01 0.02 0.02 0.02 0.01 0.02 0.01 0.17

73.0 0.01 0.02 0.01 0.01 0.02 0.02 0.01 0.01 0.01 0.01 0.15

74.0 0.01 0.01 0.02 0.02 0.02 0.02 0.01 0.01 0.01 0.01 0.13

75.0 0.01 0.01 0.01 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.07

76.0 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.02

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8. Intersection of Enterprise and Town Center (Late Night) Noise Report Summary
Date Friday, March 22, 2024
Start Time 12:15am
End Time 12:45am
File Name 831_Data.126
Device Model Larson Davis Model 831
Weighting A
Response Slow
Results
Description Value Description Value
Leq 51.7dB L10 56.9dB
Lmax 69.8dB L50 44.5dB
Lmin 37.4dB L90 40.2dB
LAS > 65.0 dBA (Exceedance Count/Duration): 3, 5.2s
LAS > 85.0 dBA (Exceedance Count/Duration): 0, 0s
Statistics Chart
0 0.2

0.4 0.6

0.8 1

1.2 1.4

37.037.838.639.440.241.041.842.643.444.245.045.846.647.448.249.049.850.651.452.253.053.854.655.456.257.057.858.659.460.261.061.862.663.464.265.065.866.667.468.269.069.8 %
dBA
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Statistics Table
dB 0.0 0.1 0.2 0.3 0.4 0.5 0.6 0.7 0.8 0.9 %

37.0 0.00 0.00 0.00 0.00 0.03 0.09 0.20 0.12 0.22 0.12 0.8

38.0 0.16 0.17 0.30 0.19 0.17 0.10 0.15 0.24 0.36 0.42 2.3

39.0 0.30 0.28 0.43 0.62 0.47 0.56 0.67 0.71 0.75 0.68 5.47

40.0 0.68 0.79 0.88 0.73 0.74 0.84 0.87 0.97 1.01 0.89 8.38

41.0 0.98 0.91 0.91 0.98 0.78 0.82 0.94 0.92 0.91 1.02 9.18

42.0 1.12 1.02 1.12 1.08 1.13 1.15 1.04 1.07 0.99 1.06 10.77

43.0 1.12 0.99 0.95 0.86 0.91 0.83 0.88 0.95 0.89 0.84 9.23

44.0 0.75 0.77 0.77 0.73 0.89 0.85 0.80 0.77 0.85 0.69 7.86

45.0 0.60 0.63 0.68 0.79 0.70 0.70 0.64 0.65 0.65 0.64 6.68

46.0 0.48 0.54 0.57 0.57 0.62 0.58 0.50 0.47 0.45 0.40 5.17

47.0 0.36 0.37 0.35 0.31 0.27 0.28 0.34 0.28 0.26 0.24 3.05

48.0 0.25 0.26 0.28 0.26 0.38 0.28 0.24 0.18 0.17 0.15 2.45

49.0 0.20 0.23 0.19 0.20 0.19 0.18 0.17 0.15 0.25 0.33 2.07

50.0 0.21 0.21 0.16 0.18 0.18 0.20 0.17 0.16 0.19 0.23 1.89

51.0 0.23 0.19 0.19 0.16 0.19 0.23 0.23 0.24 0.21 0.18 2.05

52.0 0.15 0.14 0.13 0.18 0.17 0.16 0.12 0.12 0.10 0.10 1.35

53.0 0.09 0.11 0.11 0.10 0.11 0.11 0.11 0.12 0.12 0.13 1.11

54.0 0.13 0.13 0.15 0.16 0.18 0.20 0.20 0.21 0.18 0.19 1.72

55.0 0.20 0.21 0.24 0.34 0.42 0.46 0.49 0.50 0.51 0.53 3.90

56.0 0.53 0.53 0.50 0.49 0.48 0.45 0.47 0.46 0.46 0.45 4.80

57.0 0.44 0.45 0.43 0.42 0.40 0.41 0.40 0.38 0.39 0.40 4.12

58.0 0.37 0.37 0.36 0.36 0.36 0.35 0.35 0.35 0.34 0.34 3.54

59.0 0.32 0.33 0.33 0.28 0.08 0.04 0.02 0.01 0.01 0.01 1.44

60.0 0.01 0.00 0.01 0.00 0.01 0.01 0.01 0.01 0.01 0.01 0.06

61.0 0.01 0.01 0.01 0.02 0.01 0.01 0.01 0.01 0.01 0.01 0.10

62.0 0.01 0.01 0.01 0.02 0.02 0.02 0.02 0.03 0.01 0.01 0.16

63.0 0.03 0.02 0.02 0.01 0.01 0.02 0.01 0.01 0.01 0.01 0.13

64.0 0.01 0.01 0.01 0.01 0.01 0.01 0.01 0.01 0.01 0.01 0.08

65.0 0.02 0.01 0.01 0.01 0.00 0.00 0.00 0.00 0.00 0.00 0.07

66.0 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.04

67.0 0.00 0.00 0.00 0.00 0.00 0.01 0.00 0.00 0.00 0.00 0.04

68.0 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.02

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Additional Noise Measurement Details – The Commons at Aliso Viejo Project Noise Measurement Duration Sound Level
(dBA Leq)
Notes

1. Near Intersection of Aliso
Creek Rd. and Enterprise 2:26 p.m. – 2:41 p.m. 64.6
• The noise measurement was taken at the intersection of Aliso Creek Rd. and Enterprise, from the sidewalk. The distance from this location to the center of the intersection was approximately 75 feet.
• The noise measurement characterizes existing daytime
ambient noise levels at St. Moritz Resort Apartments, which are located at a similar setback from this intersection.

2. Enterprise, Near Vantis Dr. 3:06 p.m. – 3:21 p.m. 64.3 • The noise measurement was taken from the sidewalk,
approximately 35 feet from the Enterprise roadway’s
centerline.
• The noise measurement is disclosed for informational
purposes and has not been applied for impact analysis at any receptor.

3. Vantis Residences – Facing
Project Site 3:00 p.m. – 3:15 p.m. 51.6
• The noise measurement was taken from an outdoor area at Vantis Residences that overlooks the Project Site.
• The primary source of noise at this location was distant traffic noise, mostly from Enterprise.
• The noise measurement location was taken approximately 275 feet (slant distance) from the Enterprise roadway’s centerline.
• The noise measurement characterizes existing daytime
ambient noise levels at Vantis Residences.

4. Near 101 Summit Office Park 3:30 p.m. – 3:45 p.m. 57.8 • This noise measurement was taken from the parking lot near 101 Summit Office Park, approximately 80 feet from the
Enterprise roadway’s centerline.
• The noise measurement is disclosed for informational
purposes and has not been applied for impact analysis at any receptor.
1293

5. Nearby Restaurant Outdoor
Seating 4:04 p.m. – 4:19 p.m. 61.6
• This noise measurement was taken from the parking lot, near the location of outdoor dining areas for nearby restaurant uses.
• The primary source of noise was vehicles circulating within the parking lot.
• Noise levels at the measurement location were deemed to be similar to noise levels at the outdoor dining area.
• The noise measurement is disclosed for informational
purposes and has not been applied for impact analysis at any receptor.

6. Intersection of Enterprise and
Town Center (Midday) 1:47 p.m. – 2:47 p.m. 59.3
• This noise measurement was taken at the intersection of Enterprise and Town Center, from a grassy area. The distance to the center of the intersection was approximately 85 feet. • The noise measurement characterizes existing daytime
ambient noise levels at land uses fronting this intersection (e.g., Hoag Health Center, various restaurants, etc.).
• The noise measurement has been utilized in conjunction with other measurements at this location to estimate 24-hour CNEL noise levels. It has not been applied for impact analysis at any receptor.

7. Intersection of Enterprise and
Town Center (Peak Hour) 4:21 p.m. – 5:21 p.m. 59.2
• Same as above.

8. Intersection of Enterprise and
Town Center (Late Night) 12:15 a.m. – 12:45 a.m. 51.7
• Same as above.
1294
Vantis Residences: GRADING
Ambient Noise Level: 51.6 dBA Leq
Unmitigated
Equipment Noise Levels
Equipment
Noise Level - dBA
Leq Usage %
Workday Noise Level
- dBA Leq
Excavator - 400ft 56.7 0.4 52.7
Loader - 400ft 53.2 0.4 49.2
- - -
- - -
- - -
Combined dBA Leq: 54.3
Unmitigated Construction Noise Impact
Combined Equipment Noise Level 54.3 dBA Leq
Existing Shielding 0 dBA
Ground Factor 0
Unmitigated Construction Noise Level 54.3 dBA Leq
Ambient Noise Level 51.6 dBA
New Noise Level 56.2 dBA Leq
Unmitigated Noise Increase 4.6 dBA
Notes
Conservatively, no terrain shielding or ground factor attenuation was assumed.

Reference equipment noise levels were derived from the Federal Highway Administration's Roadway Construction Noise Model Version 2.0 (FHWA RCNM 2.0).

Construction noise from equipment was modeled as a half-acre rectangular source at a receptor distance of 400ft to simulate noise that would be generated by equipment operating across a halfacre parcel.

AVB Commons Project
Construction Noise Impact Analysis noah tanski environmental consulting 1295
St. Moritz Resort Apartments: GRADING
Ambient Noise Level: 64.6 dBA Leq
Unmitigated
Equipment Noise Levels
Equipment
Noise Level - dBA
Leq Usage %
Workday Noise Level
- dBA Leq
Excavator - 550ft 54.2 0.4 50.2
Loader - 550ft 50.7 0.4 46.7
- - -
- - -
- - -
Combined dBA Leq: 51.8
Unmitigated Construction Noise Impact
Combined Equipment Noise Level 51.8 dBA Leq
Existing Shielding 0 dBA
Ground Factor 0
Unmitigated Construction Noise Level 51.8 dBA Leq
Ambient Noise Level 64.6 dBA
New Noise Level 64.8 dBA Leq
Unmitigated Noise Increase 0.2 dBA
Notes
Conservatively, no shielding from existing buildings was assumed.

Reference equipment noise levels were derived from the Federal Highway Administration's Roadway Construction Noise Model Version 2.0 (FHWA RCNM 2.0).

Construction noise from equipment was modeled as a half-acre rectangular source at a receptor distance of 550ft to simulate noise that would be generated by equipment operating across a halfacre parcel.

AVB Commons Project
Construction Noise Impact Analysis noah tanski environmental consulting 1296
RESULTS: SOUND LEVELS AVB Commons
NTEC 21 November 2022
Noah Tanski TNM 2.5
Calculated with TNM 2.5
RESULTS: SOUND LEVELS
PROJECT/CONTRACT: AVB Commons
RUN: AVB Commons: Construction Trucks
BARRIER DESIGN: INPUT HEIGHTS Average pavement type shall be used unless a State highway agency substantiates the use
ATMOSPHERICS: 68 deg F, 50% RH of a different type with approval of FHWA.

Receiver
Name No. #DUs Existing No Barrier With Barrier
LAeq1h LAeq1h Increase over existing Type Calculated Noise Reduction Calculated Crit'n Calculated Crit'n Impact LAeq1h Calculated Goal Calculated Sub'l Inc minus
Goal
dBA dBA dBA dB dB dBA dB dB dB
75ft from Center of Roadway 1 1 0.0 59.9 66 59.9 10 ---- 59.9 0.0 8 -8.0 Dwelling Units # DUs Noise Reduction
Min Avg Max
dB dB dB
All Selected 1 0.0 0.0 0.0
All Impacted 0 0.0 0.0 0.0
All that meet NR Goal 0 0.0 0.0 0.0
C:\Users\noah\Desktop\AV Haul Trucks 1 21 November 2022 I
1297
Appendix H
VMT Memo
1298

TECHNICAL MEMORANDUM

To: Avalon Bay Communities, Inc. Date: December 4, 2023 From: Mr. Zawwar Saiyed, P.E., Associate Principal
Ms. Trissa Allen, P.E., Senior Transportation Engineer
Ms. Yi Li, Transportation Engineer I
Linscott, Law and Greenspan, Engineers
LLG
Ref:

2.22.4604.1
Subject:

Revised Vehicle Miles Traveled (VMT) Analysis for the proposed 26501 Aliso Creek Road Project, Aliso Viejo
As requested, Linscott, Law & Greenspan, Engineers (LLG) is pleased to submit this Vehicle Miles Traveled (VMT) Analysis Technical Memorandum for the proposed 26501 Aliso Creek Road project (herein after referred to as “Project”) in the City of Aliso Viejo, Orange County, California. This Technical Memorandum updates the prior one dated July 20, 2023 based on a revised Project description.

This evaluation presents the VMT screening criteria, analysis methodology, significance thresholds, VMT analysis and mitigation measures. It should be noted that the approach and methodology outlined in this Technical Memorandum is consistent with the Aliso Viejo Transportation Impact Guidelines for CEQA and General Plan Consistency (dated May 2020), which provides additional detail on the language and analysis procedures described in this Technical Memorandum.

The following sections of this Technical Memorandum present the Project description, City of Aliso Viejo’s VMT screening criteria, analysis methodology, thresholds, VMT analysis, results and mitigation.

PROJECT DESCRIPTION
The Project consists of developing 343 apartment units, 3,371 square feet (SF) of leasing office space (comprised of 1,000 SF of office space, and 2,271 SF of ancillary uses/mail/storage space), 17,273 SF of ground-floor retail uses (to include fast casualtype dining tenants), and a 590-space parking structure on the southwestern portion of the existing parking lot for The Commons at Aliso Viejo commercial center.

The Project site is bound by Aliso Creek Road on the east, Enterprise on the south, and the Property Limits on the west and north.

Figure 1 presents a vicinity map that illustrates the general location of the Project site and the surrounding street system. Figure 2 displays the existing site aerial of the current site layout. Figure 3 presents the proposed site plan for the Project, prepared by TCA Architects.

For reference, the Project’s trip generation estimates are summarized in Table 1.

LINSCOTT
LAW &

GREENS PAN
engineers
Engineers & Planners
Traffic
Transportation
Parking
Linscott, Law &
Greenspan, Engineers
2 Executive Circle
Suite 250
Irvine, CA 92614
949.825.6175 T
949.825.5939 F
www.llgengineers.com
Pasadena
Irvine
San Diego
Philip M. Linscott, PE 11924-20001
William A. Law, PE (1921-20101
Jack M. Greenspan, PE 1Re1.J
Paul W. Wilkinson, PE IRet.1
John P. Keating, PE (R etl
David S. Shend er, PE
John A. Boarman, PE
Cl are M. Look-Jaeger, PE (Ret.J
Ri chard E. Barretto, PE
Kei l D. Maberry, PE
Kalya n C. Yella pu, PE
Dave Roseman, PE
An LG2WB Company Founded 1966
1299
Avalon Bay Communities, Inc.

December 4, 2023

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PROJECT SCREENING CRITERIA
Project screening is used to determine if a project will be required to conduct a detailed VMT analysis. The following section discusses the various screening methods outlined in the Aliso Viejo Transportation Impact Guidelines for CEQA and General Plan Consistency (dated May 2020), and outlines whether the Project will screen-out, either in its entirety, or partially based on individual land uses.

Step 1: Transit Priority Area (TPA) Screening
The Aliso Viejo Transportation Impact Guidelines for CEQA and General Plan Consistency (dated May 2020) states that:
“Projects located within a TPA may be presumed to have a less than significant impact absent substantial evidence to the contrary. This presumption may NOT be appropriate if the project:

1. Has a Floor Area Ratio (FAR) of less than 0.75;

2. Includes more parking for use by residents, customers, or employees of the project than required by the jurisdiction (if the jurisdiction requires the project to supply parking);

3. Is inconsistent with the applicable Sustainable Communities Strategy (as determined by the lead agency, with input from the Metropolitan Planning Organization); or

4. Replaces affordable residential units with a smaller number of moderate- or high-income residential units.

A TPA is defined as a half mile area around an existing major transit stop or an existing stop along a high-quality transit corridor per the definitions below. “Major transit stop” means a site containing an existing rail transit station, a ferry terminal served by either a bus or rail transit service, or the intersection of two or more major bus routes with a frequency of service interval of 15 minutes or less during the morning and afternoon peak commute periods. “A high-quality transit corridor” means a corridor with fixed route bus service with service intervals no longer than 15 minutes during peak commute hours.

Based on the above and review of the transit and bus routes, there are no TPAs within Aliso Viejo, hence the proposed Project will not screen-out.

Step 2: Low VMT Area Screening
The Aliso Viejo Transportation Impact Guidelines for CEQA and General Plan Consistency (dated May 2020) states:

LI NS COTT
LAW &

GREENSPAN
engineers
1300
Avalon Bay Communities, Inc.

December 4, 2023

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N:\4600\2224604 - 26501 Aliso Creek Road, Aliso Viejo\VMT\7 - Report\4604 - 26501 Aliso Creek Road, VMT Assessment Memorandum - Aliso Viejo, 12-04-23.docx “Residential and office projects located within a low VMT-generating area may be presumed to have a less than significant impact absent substantial evidence to the contrary. In addition, other employment-related and mixeduse land use projects may qualify for the use of screening if the project can reasonably be expected to generate VMT per resident, per worker, or per service population that is similar to the existing land uses in the low VMT area.

To identify if the project is in a low VMT-generating area, the analyst may review Appendix A which provides a map of low VMT-generating zones in Aliso Viejo as compared to the County. Additionally, as noted above, the analyst must identify if the project is consistent with the existing land use within that TAZ and use professional judgment that there is nothing unique about the project that would otherwise be misrepresented by using the data from the travel demand model.”
Based on review of Appendix A and as shown in Figure 4, the proposed Project is not within a low VMT-generating area; hence the proposed Project will not screenout.

Step 3: Project Type Screening
The Aliso Viejo Transportation Impact Guidelines for CEQA and General Plan Consistency (dated May 2020) states that:
“Local serving retail projects less than 50,000 square feet may be presumed to have a less than significant impact absent substantial evidence to the contrary.

The following uses can be presumed to have a less than significant impact absent substantial evidence to the contrary as their uses are local serving in nature:
 Local-serving K-12 schools
 Local parks
 Day care centers
 Local-serving retail uses less than 50,000 square feet, including:
o Gas stations
o Banks
o Restaurants
o Shopping Center
 Local-serving hotels (e.g., non-destination hotels)
 Student housing projects on or adjacent to college campuses

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N:\4600\2224604 - 26501 Aliso Creek Road, Aliso Viejo\VMT\7 - Report\4604 - 26501 Aliso Creek Road, VMT Assessment Memorandum - Aliso Viejo, 12-04-23.docx  Local-serving assembly uses (places of worship, community organizations)  Community institutions (public libraries, fire stations, local government)  Local-serving community colleges that are consistent with the assumptions noted in RTP/SCS
 Affordable or supportive housing
 Assisted living facilities
 Senior housing (as defined by HUD)
 Projects generating less than 110 daily vehicle trips1 o This generally corresponds to the following “typical” development potentials:
 11 single family housing units
 16 multi-family, condominiums, or townhouse housing units  10,000 sq.ft. of office
 15,000 sq.ft. of light industrial2
 63,000 sq.ft. of warehousing2
 79,000 sq.ft. of high cube transload and short-term storage warehouse.2
 Other local-serving projects as approved by the Planning Manager and Director of Community Development.

Based on the above, the retail land use of the proposed Project will screen out since it is a local-serving retail land use less than 50,000 square feet. The residential component will not screen-out since it is not listed in any of the above categories, and will therefore be further evaluated by applying the City’s required methodology for VMT impact analysis (as described in the next section of this report).

VEHICLE MILES TRAVELED (VMT) ANALYSIS METHODOLOGY
As required by the Aliso Viejo Transportation Impact Guidelines for CEQA and General Plan Consistency (dated May 2020), projects that do not screen-out through 1 The threshold ties directly to the OPR technical advisory and notes that CEQA provides a categorical exemption for existing facilities, including additions to existing structures of up to 10,000 square feet, so long as the project is in an area where public infrastructure is available to allow for maximum planned development and the project is not in an environmentally sensitive area. (CEQA Guidelines, § 15301, subd. (e)(2).) Typical project types for which trip generation increases relatively linearly with building footprint (e.g., general office building, single tenant office building, office park, and business park) generate or attract an additional 110-240 trips per 10,000 square feet. Therefore, absent substantial evidence otherwise, it is reasonable to conclude that the addition of 110 or fewer trips could be considered not to lead to a significant impact. 2 Threshold may be higher depending on the tenant and the use of the site. This number was estimated using rates from ITE’s Trip Generation Manual.

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N:\4600\2224604 - 26501 Aliso Creek Road, Aliso Viejo\VMT\7 - Report\4604 - 26501 Aliso Creek Road, VMT Assessment Memorandum - Aliso Viejo, 12-04-23.docx the steps above shall complete a full VMT analysis and forecasting through the Orange County Transportation Analysis Model (OCTAM) to determine if it will have a significant VMT impact. This analysis shall include both “Project-generated VMT” and “Project’s effect on VMT” estimates under the four scenarios listed below:
 Baseline Conditions
 Baseline Plus Project
 Cumulative No Project
 Cumulative Plus Project
Both “plus Project” scenarios noted above will summarize two types of VMT:
1) Project-generated VMT per service population and comparing it back to the appropriate benchmark noted in the next section, and
2) The Project’s effect on VMT, comparing how the Project changes VMT on the network looking at Citywide VMT per service population comparing it to the no Project condition.

As required by the Aliso Viejo Transportation Impact Guidelines for CEQA and General Plan Consistency (dated May 2020), the Project-generated VMT for the residential component of the Project shall be extracted from the travel demand forecasting model using the origin-destination trip matrix and shall multiply that matrix by the final assessment skims. The Project’s effect on VMT shall be estimated using the City boundary and extracting the total link-level VMT for both the no Project and with Project condition. The complete model output files and calculations will be provided to the City. It should be noted that all VMT calculations were done within the TransCAD software using OCTAM.

VEHICLE MILES TRAVELED (VMT) IMPACT THRESHOLDS
As previously discussed, a project that does not meet the screening criteria will require the preparation of a detailed transportation analysis. The project VMT will be evaluated in order to determine if the project is expected to cause a significant transportation impact. The VMT significance criteria as stated in the Aliso Viejo Transportation Impact Guidelines for CEQA and General Plan Consistency (dated May 2020) are detailed below:
o A project would result in a significant project generated VMT impact if either of the following conditions exists:
 The baseline or cumulative project generated VMT per service population exceeds the City of Aliso Viejo General Plan Buildout VMT per service population.

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N:\4600\2224604 - 26501 Aliso Creek Road, Aliso Viejo\VMT\7 - Report\4604 - 26501 Aliso Creek Road, VMT Assessment Memorandum - Aliso Viejo, 12-04-23.docx o The project’s effect on VMT would be considered significant if it resulted in either of the following:
 The baseline or cumulative link-level boundary Citywide VMT per service population increases under the plus project condition compared to the no project condition.

Based on the above, a VMT analysis for the residential component of the Project was conducted utilizing OCTAM to determine the Project’s residential VMT, the City of Aliso Viejo VMT, and the following:
 Project-generated residential VMT per Service Population  Link-level Boundary Citywide VMT per Service Population It should be noted that the Aliso Viejo Transportation Impact Guidelines for CEQA and General Plan Consistency (dated May 2020) further states:
o “Baseline plus project - ….If this scenario results in a less-than-significant impact, then additional cumulative scenario analysis may not be required…..” o “Please note that the cumulative no project shall reflect the adopted Regional Transportation Plan/Sustainable Community Strategy (RTP/SCS); as such, if a project is consistent with the RTP/SCS, then the cumulative impacts shall be considered less than significant subject to consideration of other substantial evidence.”
The 2020-2045 SCAG RTP/SCS document entitled Connect SoCal, was adopted by SCAG in September 2020. Connect SoCal prioritizes growth near destinations and mobility options that facilitate multimodal access to work, education, and other destinations. The proposed Project is close to California State Route 73, and it is within one mile of OCTA Route 87, which provides bus service at around 70- minute intervals. Further, the proposed Project is near a shopping center, which provides more job opportunities and life convenience for its residents. Within 5 minutes of driving, residents can get to Woodfield Park and Aliso Viejo Community Park. As such, the Project is consistent with the Region’s mobility goals.

Further, it should be noted that even though the Project is consistent with the RTP/SCS, a cumulative analysis for the Project’s residential component has been conducted to provide a more conservative and defensible analysis of VMT impacts.

VEHICLE MILES TRAVELED (VMT) ANALYSIS
Summarized in the section below are the average VMT per Service Population values utilizing OCTAM for the City of Aliso Viejo and the proposed Project. It should be noted that the Project is located in Traffic Analysis Zone (TAZ) 1478 and the Project

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N:\4600\2224604 - 26501 Aliso Creek Road, Aliso Viejo\VMT\7 - Report\4604 - 26501 Aliso Creek Road, VMT Assessment Memorandum - Aliso Viejo, 12-04-23.docx development totals were converted into Socio-Economic Data (SED) and inputted into OCTAM. Figure 5 presents the OCTAM TAZ Map.

Project-Generated VMT Impacts
Based on the application of VMT significance criteria described in this report, the proposed Project will have a significant Project-generated VMT impact for both the Baseline and Cumulative scenarios (i.e., baseline or cumulative project-generated VMT exceeds the City’s VMT), as outlined below:
 Baseline Project-Generated VMT– The Project’s residential VMT (baseline) will need to be reduced by 8.23% to meet the City’s VMT significance threshold, based on the following:
o Baseline Project-Generated VMT/SP (residential only) = 29.51 o City’s VMT Significance Threshold = 27.08
o (29.51 – 27.08) / 29.51 = 8.23% VMT Reduction Needed (to mitigate Project’s residential VMT significant impact)
 Cumulative Project-Generated VMT– The Project’s residential VMT (cumulative) will need to be reduced by 6.10% to meet the City’s VMT significance threshold, based on the following:
o Cumulative Project-Generated VMT/SP (residential only) = 28.84 o City’s VMT Significance Threshold = 27.08
o (28.84 – 27.08) / 28.84 = 6.10% VMT Reduction Needed (to mitigate Project’s residential VMT significant impact)
It should be noted that the Baseline Project-Generated VMT/SP (29.51), Cumulative Project-Generated VMT/SP (28.84) and the City’s VMT Significance Threshold (27.08) were calculated using the OCTA Dashboard VMT tool within the TransCAD software (GIS Developers Kit). The complete model output files and calculations will be provided to the City.

Project’s Effect on VMT Impacts
Based on the application of VMT significance criteria described in this report, the proposed Project will not have a significant effect on VMT for both the Baseline and Cumulative scenarios (i.e., baseline or cumulative link-level boundary Citywide VMT does not increase under the plus project condition compared to the no project condition), as outlined below:

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N:\4600\2224604 - 26501 Aliso Creek Road, Aliso Viejo\VMT\7 - Report\4604 - 26501 Aliso Creek Road, VMT Assessment Memorandum - Aliso Viejo, 12-04-23.docx  Baseline Project’s Effect on VMT – As shown below, the plus Project linklevel boundary Citywide VMT per Service Population does not represent any increase to, and is 0.06 less than, the no Project link-level boundary Citywide VMT per Service Population threshold:
o Plus Project link-level Citywide VMT/SP (residential) = 6.27 o No Project link-level Citywide VMT/SP (baseline) = 6.33 o 6.27 – 6.33 = -0.06 (no Project increase, therefore Project’s effect on VMT is not significant)
 Cumulative Project’s Effect on VMT – As shown below, the plus Project linklevel boundary Citywide VMT per Service Population is 0.17 less than the no Project link-level boundary Citywide VMT per Service Population threshold:
o Plus Project link-level Citywide VMT/SP (residential) = 6.26 o No Project link-level boundary Citywide VMT/SP (cumulative) = 6.43 o 6.26 – 6.43 = -0.17 (no Project increase, therefore Project’s effect on VMT is not significant)
It should be noted that the No Project and Plus Project link-level Citywide VMT/SP values for Baseline and Cumulative scenarios were calculated within matrices in the TransCAD software using the Boundary VMT method that considers all VMT that occurs within an area, regardless of origin and destination, which in this case is the sum of all VMT on a roadway network within the City of Aliso Viejo. The complete model output files and calculations will be provided to the City.

VMT MITIGATION MEASURES
If a significant VMT impact is identified, measures to reduce the Project’s VMT impact should be identified to reduce the VMT levels to a level at or below the City’s thresholds. To mitigate VMT impacts, the following choices are available to the applicant:

1. Modify the project’s built environment characteristics to reduce VMT generated by the project.

2. Implement Transportation Demand Management (TDM) measures to reduce VMT generated by the project.

3. Participate in a VMT fee program and/or VMT mitigation exchange/banking program (if they exist) to reduce VMT from the project or other land uses to achieve acceptable levels.

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N:\4600\2224604 - 26501 Aliso Creek Road, Aliso Viejo\VMT\7 - Report\4604 - 26501 Aliso Creek Road, VMT Assessment Memorandum - Aliso Viejo, 12-04-23.docx Evaluation of VMT reductions should be done using the latest industry accepted methodologies recognizing that many of the TDM strategies are dependent on building tenant performance over time. Strategies that reduce single occupant automobile trips or reduce travel distance are called TDM strategies. There are several resources for determining the reduction in VMT due to TDM measures such as the CAPCOA Quantifying Greenhouse Gas Mitigation Measures.

As referenced in the OPR Technical Advisory, the California Air Pollution Control Officers Association’s Handbook for Analyzing Greenhouse Gas Emission Reductions, Assessing Climate Vulnerabilities, and Advancing Health and Equity, Designed for Local Government, Communities, and Project Developers Report, Chapters 3 - Transportation, December 2021, (CAPCOA Report) quantifies the reduction in VMT associated with a particular mitigation measure. The CAPCOA VMT reduction strategies include built environment changes and TDM actions.

The TDM strategies are sub-categorized into the following:
1) Land Use
2) Trip Reduction Program
3) Parking or Road Pricing/Management
4) Neighborhood Design
5) Transit
6) Clean Vehicles and Fuels
It may be noted that there are rules and combined maximums for calculating the VMT reduction when applying multiple mitigation measures. To safeguard the accuracy and reliability of the methods while maintaining their case of use, the following rules should be followed when considering reductions achieved by transportation measures.

Combining Measures Across Scales
According to the CAPCOA, there are sixteen (16) quantified measures at the Project/Site scale that can be combined with each other and seventeen (17) quantified measures at the Plan/Community scale that can be combined with each other. The GHG reductions of transportation measures from different scales of application should never be combined.

Combining Measures Within a Subsector
Effectiveness levels for multiple measures within a subsector may be multiplied to determine a combined effectiveness level. The CAPCOA recommends that measures reductions within a subsector be multiplied. This will take the following form:

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N:\4600\2224604 - 26501 Aliso Creek Road, Aliso Viejo\VMT\7 - Report\4604 - 26501 Aliso Creek Road, VMT Assessment Memorandum - Aliso Viejo, 12-04-23.docx 𝑅𝑒𝑑𝑢𝑐𝑡𝑖𝑜𝑛௦௨௕௦௘௖௧௢௥ ൌ 1 െሾሺ1 െ𝐴ሻ ∗ ሺ1 െ𝐵ሻ ∗ ሺ1 െ𝐶ሻሿ
Where A, B, and C are the individual measures reduction percentages for the measures to be combined in each subsector. In addition, each subsector has a maximum allowable reduction.

Combining Measures Across Subsectors
The CAPCOA report adopts 70 percent as a maximum for the combined VMT impact from the following four subsectors: Land Use, Neighborhood Design, Parking or Road Pricing/Management, and Transit:

𝑅𝑒𝑑𝑢𝑐𝑡𝑖𝑜𝑛௠௨௟௧௜ି௦௨௕௦௘௖௧௢௥ ൌ 1- ሾሺ1 െ 𝐿𝑎𝑛𝑑ሻ ∗ ሺ1 െ 𝐷𝑒𝑠𝑖𝑔𝑛ሻ ∗ ሺ1 െ 𝑃𝑎𝑟𝑘𝑖𝑛𝑔ሻ ∗ሺ1 െ 𝑇𝑟𝑎𝑛𝑠𝑖𝑡ሻ ൑ 70%
Please note that this multi-subsector maximum purposefully excludes the Trip Reduction Program subsector.

CAPCOA identifies TDM strategies and quantify potential VMT reductions by implementing each approach. It should be noted that not all TDM strategies will be applicable to the Project. One or a combination of these mitigation measures could be utilized to offset the impact, fully or partially.

Recommended Mitigation Measures
The recommended mitigation measures for the Project focus on the "Project/Site” scale categories in CAPCOA, and consist of the following:
 T-1 (Increase Residential Density): up to 30% maximum VMT reduction  T-4 (Integrate Affordable and Below-Market Housing): up to 28.6% maximum VMT reduction
 T-10 (Provide End-of-Trip Bicycle Facilities): up to 4.4% maximum VMT reduction
 As referenced in older versions of the CAPCOA document: SDT-7 (Providing Bike Parking): potential reduction not quantified T-1. Increase Residential Density
This measure accounts for the potential VMT reduction that could be achieved by a development project that is designed with a higher density of dwelling units (DU) compared to the average residential density in the U.S. Increased densities affect the distance people travel and provide greater options for the mode of travel they choose.

Increasing residential density results in shorter and fewer trips by single-occupancy vehicles and thus a reduction in GHG emissions. This measure is best quantified

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N:\4600\2224604 - 26501 Aliso Creek Road, Aliso Viejo\VMT\7 - Report\4604 - 26501 Aliso Creek Road, VMT Assessment Memorandum - Aliso Viejo, 12-04-23.docx when applied to larger developments and developments where the density is somewhat similar to the surrounding area due to the underlying research being found in data from the neighborhood level.

The TAZ area is 244 acres. The plus Project scenario will have 1,375 DU, while the no Project scenario will have 1,032 DU. The CAPCOA T-1 formula was applied accordingly, as shown below:

𝑉𝑀𝑇 𝑅𝑒𝑑𝑢𝑐𝑡𝑖𝑜𝑛 ൌ
1375 𝐷𝑈
244 𝐴𝑐𝑟𝑒 െ 1032 𝐷𝑈244 𝐴𝑐𝑟𝑒
1032 𝐷𝑈
244 𝐴𝑐𝑟𝑒
∗ 0.22 ൌ 7.3%
Based on the above, after considering that the Project would support and contribute to a greater residential density in the TAZ where the Project is located, the Project’s VMT could reasonably be reduced by 7.3% (less than CAPCOA’s maximum VMT reduction of 30%).

T-4. Integrate Affordable and Below-Market Housing
This VMT reduction strategy involves provision of affordable and below-market housing in location-efficient residential projects because these types of units are considered to typically have lower vehicle ownership and a greater propensity for using Active Transportation (i.e., bicycles, walking) compared to market-rate housing. The Project plans to designate approximately 10% of its total number of units as affordable housing (34 units). In addition, the Project is in a location-efficient setting given its close proximity and high levels of accessibility to jobs and services in the local area (i.e., Aliso Viejo Town Center), which would result in both lowerincome and higher-income households to drive less and take shorter trips (i.e., making more efficient use of land space). Based on these aspects of the Project, the provision of affordable housing units is likely to shift trips to bicycling and walking, reduce and/or shorten driving trips, and could potentially reduce the Project’s VMT by approximately 2.86% (less than CAPCOA’s maximum VMT reduction of 28.6%).

T-10. Provide End-of-Trip Bicycle Facilities and SDT-7. Providing Bike Parking These two VMT reduction strategies relate to the provision of bicycle facilities and bike parking to enhance active transportation for a development. The Project will be providing bicycle amenities and parking. Older versions of the CAPCOA document refer to SDT-7 (Providing Bike Parking), but the potential VMT reduction was not quantified. Based on this, CAPCOA’s maximum VMT reduction for T-10 (Provide End-of-Trip Bicycle Facilities) was applied, and the Project’s VMT could be reduced by approximately 0.7% (less than CAPCOA’s maximum VMT reduction of 4.4%).

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N:\4600\2224604 - 26501 Aliso Creek Road, Aliso Viejo\VMT\7 - Report\4604 - 26501 Aliso Creek Road, VMT Assessment Memorandum - Aliso Viejo, 12-04-23.docx VMT Mitigation Effectiveness
Based on the combined implementation of the recommended VMT impact mitigation measures described above, the Project’s VMT could be reduced by the following overall percentage, and which would mitigate the Project’s VMT impact to a level of insignificance:

Total VMT Reduction = 1 – [(1-T1) * (1-T4) * (1-T10 & SDT7)] = 1 – [(1-0.073) * (1-0.0286) * (1-0.007)]
= 1 – [0.894]
= 0.106
= 10.6% VMT Reduction with Implementation of
Mitigation Strategies (fully mitigates Project’s VMT
impact because the Total VMT Reduction estimated is
greater than the 8.23% and 6.10% VMT reduction required under Baseline and Cumulative conditions, respectively) We appreciate the opportunity to provide this Technical Memorandum. Should you have any questions regarding the memorandum, please contact us at (949) 825-6175. cc: File

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N:\4600\2224604 - 26501 Aliso Creek Road, Aliso Viejo\VMT\7 - Report\4604 - 26501 Aliso Creek Road, VMT Assessment Memorandum - Aliso Viejo, 12-04-23.docx TABLE 1

PROJECT TRIP GENERATION RATES AND FORECAST

LAND USE Daily In Out Total In Out Total
ITE TRIP RATES [a]
ITE LU 221: Multifamily Housing (Mid-Rise) 4.54 23% 77% 0.37 61% 39% 0.39 ITE LU 720: General Office Building 10.84 88% 12% 1.52 17% 83% 1.44 ITE LU 822: Strip Retail Plaza (Less than 40k) 54.45 60% 40% 2.36 50% 50% 6.59

PROPOSED PROJECT
Multifamily Housing (Mid-Rise) 343 DU 1,557 29 98 127 82 52 134 Internal Capture Trip Reduction [b] (180) 0 (1) (1) (15) (6) (21) Multifamily Housing (Mid-Rise) Total 1,377 29 97 126 67 46 113 Residential Leasing Office 3,371 SF 37 4 1 5 1 4 5
Internal Capture Trip Reduction [b] (19) 0 0 0 0 (1) (1) High Turnover Sit-Down Restaurant Total 18 4 1 5 1 3 4
Retail 17,273 SF 941 25 16 41 57 57 114
Internal Capture Trip Reduction [b] (179) 0 (1) (1) (6) (14) (20) Subtotal 762 25 15 40 51 43 94
Pass-By Trip Reduction [c] (76) (3) (2) (5) (20) (17) (37) Retail Total 686 22 13 35 31 26 57
TOTAL PROJECT TRIP GENERATION: 2,081 55 111 166 99 75 174 Notes:
[a] Source: Trip Generation Manual, 11th Edition, Institute of Transportation Engineers, (ITE) [Washington, D.C. (2021)] [b]
[c]
Internal capture trip reduction is consistent with the Trip Generation Handbook , 3rd Edition, published by ITE (September 2017). The internal capture trip reduction is equivalent to the following percentages of the gross total trips: 15% weekday daily, 1% weekday AM, 17% weekday PM. (trips/KSF)
ITE's Trip Generation Manual, 11th Edition does not identify a pass-by rate for ITE Land Use 822: Strip Retail Plaza (Less than 40K). Therefore, pass-by reductions consist of the following: 10% weekday daily (estimated), 10% weekday AM (estimated), 40% weekday PM (consistent with ITE Land Use 822:

Shopping Plaza (40-150k))
AM Peak Hour PM Peak Hour
Unit / Size
(trips/KSF)
(trips/DU)
,. ,.

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-<·15% be'l.ow Olty Average
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February 27, 2024
Gabrielino/Tongva Indians of California Tribal Council
Christina Conley, Cultural Resource Administrator
P.O. Box 941078
Simi Valley, CA 93094
Re: Formal Notification of Tribal Consultation Opportunity Pursuant to Assembly Bill (AB) 52, The Commons at Aliso Viejo Project, City of Aliso Viejo (Project No. SDP-2022-00004/SPA-2023-00001/DA-2023-00001) Dear Administrator Conley:

The City of Aliso Viejo has initiated the preparation of an Initial Study and Mitigated Negative Declaration pursuant to California Environmental Quality Act (CEQA) for The Commons at Aliso Viejo Project located at 26501 Aliso Creek Road in the City of Aliso Viejo, Orange County. The project site consists of an approximately 4.4-acre parcel (APN 629-101-16) located within The Commons, an established commercial center located at 26501 Aliso Creek Road, west of Aliso Creek Road, between the San Joaquin Hill Transportation Corridor (State Route 73) and Enterprise (see enclosed map of the project site). The proposed project would remove existing surface parking, landscaping, and site improvements and construct a mixed-use development consisting of 343 residential units and 17,273 square feet of ground floor commercial use within a sixstory building, along with associated parking and improvements. The mixed-use building would wrap around a centrally located eight-level parking structure with a subterranean parking garage (basement level B1) and rooftop residential amenity space. The project requires the following entitlements: Site Development Permit, Specific Plan Amendment, Development Agreement, and Vesting Tentative Map.

Pursuant to California Public Resources Code (PRC) Section 21080.3.1(b) (AB 52), your tribe has submitted a request to the City of Aliso Viejo for notification of preparation of an environmental impact report (EIR), negative declaration (ND), or mitigated negative declaration (MND) for projects that are within the geographic area traditionally and culturally affiliated with your tribe.

Therefore, your tribal group is invited to contact the City of Aliso Viejo and participate in AB 52 consultation with the City regarding the proposed project. If your tribal group wishes to consult with the City about any cultural resources located in the project area, please contact me within the next 30 days pursuant to PRC 21080.3.1(d) for AB 52 consultation. Apart from a cultural resource consultation, please also contact me if you would like to be notified of public hearings for the proposed project. If you have any ALISO
♦ VIEJO
Live Life Inspired
TEL 949.425.2500 FAX 949.425.3899 12 JOURNEY, SUITE JOO I Au so VIEJO, CA J 92656-5335 MAYOR
Mike Munzing

MAYOR PRO TEM
Tiffany Ackley

COUNCILMEMBER
Ross Chun

COUNCILMEMBER
Max Duncan

COUNCILMEMBER
Richard Hurt

CITY MANAGER
David A. Doyle

CITY ATTORNEY
Scott C. Smith

CITY CLERK
Mitzi Ortiz, MMC
AVCITY.ORG
1318
questions or need additional information, please contact me at (949) 425-2528 or via email at [email protected].

Sincerely,
Rose Rivera
Senior Planner
Attachment: Location Map
1319

ATTACHMENT A

LOCATION MAP
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1320
February 27, 2024
Gabrielino/Tongva Indians of California Tribal Council
Robert Dorame, Chairperson
P.O. Box 490
Bellflower, CA 90707
Re: Formal Notification of Tribal Consultation Opportunity Pursuant to Assembly Bill (AB) 52, The Commons at Aliso Viejo Project, City of Aliso Viejo (Project No. SDP-2022-00004/SPA-2023-00001/DA-2023-00001) Dear Chairperson Dorame:

MAYOR PRO TEM
Tiffany Ackley

COUNCILMEMBER
Ross Chun

COUNCILMEMBER
Max Duncan

COUNCILMEMBER
Richard Hurt

CITY MANAGER
David A. Doyle

CITY ATTORNEY
Scott C. Smith

CITY CLERK
Mitzi Ortiz, MMC
AVCITY.ORG
1321
questions or need additional information, please contact me at (949) 425-2528 or via email at [email protected].

Sincerely,
Rose Rivera
Senior Planner
Attachment: Location Map
1322

ATTACHMENT A

LOCATION MAP
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Regional Location Map
1323
February 27, 2024
Joyce Stanfield Perry
Cultural Resources Director
4955 Paseo Segovia
Irvine, CA 92603
Re: Formal Notification of Tribal Consultation Opportunity Pursuant to Assembly Bill (AB) 52, The Commons at Aliso Viejo Project, City of Aliso Viejo (Project No. SDP-2022-00004/SPA-2023-00001/DA-2023-00001) Dear Director Perry:

MAYOR PRO TEM
Tiffany Ackley

COUNCILMEMBER
Ross Chun

COUNCILMEMBER
Max Duncan

COUNCILMEMBER
Richard Hurt

CITY MANAGER
David A. Doyle

CITY ATTORNEY
Scott C. Smith

CITY CLERK
Mitzi Ortiz, MMC
AVCITY.ORG
1324
questions or need additional information, please contact me at (949) 425-2528 or via email at [email protected].

Sincerely,
Rose Rivera
Senior Planner
Attachment: Location Map
1325

ATTACHMENT A

LOCATION MAP
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Regional Location Map
1326
February 27, 2024
Gabrieleno Band of Mission Indians – Kizh Nation
Andrew Salas, Chairperson
P.O. Box 393
Covina, CA 91723
Re: Formal Notification of Tribal Consultation Opportunity Pursuant to Assembly Bill (AB) 52, The Commons at Aliso Viejo Project, City of Aliso Viejo (Project No. SDP-2022-00004/SPA-2023-00001/DA-2023-00001) Dear Chairperson Salas:

MAYOR PRO TEM
Tiffany Ackley

COUNCILMEMBER
Ross Chun

COUNCILMEMBER
Max Duncan

COUNCILMEMBER
Richard Hurt

CITY MANAGER
David A. Doyle

CITY ATTORNEY
Scott C. Smith

CITY CLERK
Mitzi Ortiz, MMC
AVCITY.ORG
1327
questions or need additional information, please contact me at (949) 425-2528 or via email at [email protected].

Sincerely,
Rose Rivera
Senior Planner
Attachment: Location Map
1328

ATTACHMENT A

LOCATION MAP
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1329
February 23, 2024
Temet Aguilar
Pauma Band of Luiseno Indians
P.O. Box 369
Pauma Valley, CA, 92061
Re: Formal Notification of Tribal Consultation Opportunity Pursuant to Senate Bill (SB) 18, The Commons at Aliso Viejo Project, City of Aliso Viejo (Project No. SDP-2022-00004/SPA-2023-00001/DA-2023-00001) Dear Temet Aguilar,
The City of Aliso Viejo has initiated the preparation of an Initial Study and Mitigated Negative Declaration pursuant to California Environmental Quality Act (CEQA) for The Commons at Aliso Viejo Project located at 26501 Aliso Creek Road in the City of Aliso Viejo, Orange County. The project site consists of an approximately 4.4-acre parcel (APN 629-101-16) located within The Commons, an established commercial center located at 26501 Aliso Creek Road, west of Aliso Creek Road, between the San Joaquin Hill Transportation Corridor (State Route 73) and Enterprise (see enclosed map of the project site). The proposed project would remove existing surface parking, landscaping, and site improvements and construct a mixed-use development consisting of 343 residential units and 17,273 square feet of ground floor commercial use within a six-story building, along with associated parking and improvements. The mixed-use building would wrap around a centrally located eight-level parking structure with a subterranean parking garage (basement level B1) and rooftop residential amenity space. The project requires the following entitlements: Site Development Permit, Specific Plan Amendment, Development Agreement, and Vesting Tentative Map.

The City of Aliso Viejo, is requesting consultation under Senate Bill 18 (Chapter 905, Statutes of 2004) which requires local governments to consult with Tribes prior to making certain planning decisions and requires consultation and notice for a general and specific plan adoption or amendment in order to preserve, or mitigate impacts to, cultural places that may be affected. The Native American Heritage Commission (NAHC) provided us with a list of tribal entities and individuals who have requested to be placed on the SB 18 consultation list and your Tribe is included on the list provided.

Therefore, your tribal group is invited to contact the City of Aliso Viejo and participate in SB 18 consultation with the City regarding the proposed project. If your tribal group wishes to consult with the City about any cultural resources located in the project area, please contact me within the next 90 days. Apart from a cultural resource consultation, please also contact me if you would like to be notified of public hearings for the proposed ALISO
♦ VIEJO
Live Life Inspired
T£L 949.425.2500 £AX 949.425.3899 12 JOURNEY, SUIT£ 100 ) ALISO VIEJO, CA ) 92656·5335 MAYOR
Mi ke Munzing
MAYOR PRO TEI\!
Tiffany Ackley
COUNCll,MEMRER
Ross Chun
(OUNCILMEMBER.

Max Duncan

COUNCILMEMBER
Rich,ud Hurt

CITY MANAGER
David A. Doyle

CITY ATTORNEY
Scott C. Smi1h
Cnv CLEIU<.

Mi tzi Ortiz, MMC
AVCITY.ORG
1330
(949) 425-2528 or via email at
project. If you have any questions or need additional information, please contact me at [email protected].

Attachment: Location Map
Senior Planner
Rose Rivera
Sincerely, f
1331
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1332
February 23, 2024
Charles Alvarez
Gabrielino-Tongva Tribe
23454 Vanowen Street
West Hills, CA, 91307
Re: Formal Notification of Tribal Consultation Opportunity Pursuant to Senate Bill (SB) 18, The Commons at Aliso Viejo Project, City of Aliso Viejo (Project No. SDP-2022-00004/SPA-2023-00001/DA-2023-00001) Dear Charles Alvarez,
The City of Aliso Viejo has initiated the preparation of an Initial Study and Mitigated Negative Declaration pursuant to California Environmental Quality Act (CEQA) for The Commons at Aliso Viejo Project located at 26501 Aliso Creek Road in the City of Aliso Viejo, Orange County. The project site consists of an approximately 4.4-acre parcel (APN 629-101-16) located within The Commons, an established commercial center located at 26501 Aliso Creek Road, west of Aliso Creek Road, between the San Joaquin Hill Transportation Corridor (State Route 73) and Enterprise (see enclosed map of the project site). The proposed project would remove existing surface parking, landscaping, and site improvements and construct a mixed-use development consisting of 343 residential units and 17,273 square feet of ground floor commercial use within a six-story building, along with associated parking and improvements. The mixed-use building would wrap around a centrally located eight-level parking structure with a subterranean parking garage (basement level B1) and rooftop residential amenity space. The project requires the following entitlements: Site Development Permit, Specific Plan Amendment, Development Agreement, and Vesting Tentative Map.

Max Duncan

COUNCILMEMBER
Rich,ud Hurt

CITY MANAGER
David A. Doyle

CITY ATTORNEY
Scott C. Smi1h
Cnv CLEIU<.

Mi tzi Ortiz, MMC
AVCITY.ORG
1333
(949) 425-2528 or via email at
project. If you have any questions or need additional information, please contact me at [email protected].

Attachment: Location Map
Senior Planner
Rose Rivera
Sincerely, f
1334
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1335
February 27, 2024
Gabrielino/Tongva Indians of California Tribal Council
Christina Conley, Cultural Resource Administrator
P.O. Box 941078
Simi Valley, CA 93094
Re: Formal Notification of Tribal Consultation Opportunity Pursuant to Assembly Bill (AB) 52, The Commons at Aliso Viejo Project, City of Aliso Viejo (Project No. SDP-2022-00004/SPA-2023-00001/DA-2023-00001) Dear Administrator Conley:

MAYOR PRO TEM
Tiffany Ackley

COUNCILMEMBER
Ross Chun

COUNCILMEMBER
Max Duncan

COUNCILMEMBER
Richard Hurt

CITY MANAGER
David A. Doyle

CITY ATTORNEY
Scott C. Smith

CITY CLERK
Mitzi Ortiz, MMC
AVCITY.ORG
1336
questions or need additional information, please contact me at (949) 425-2528 or via email at [email protected].

Sincerely,
Rose Rivera
Senior Planner
Attachment: Location Map
1337

ATTACHMENT A

LOCATION MAP
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1338
February 23, 2024
Norma Contreras
La Jolla Band of Luiseno Indians
22000 Highway 76
Pauma Valley, CA, 92061
Re: Formal Notification of Tribal Consultation Opportunity Pursuant to Senate Bill (SB) 18, The Commons at Aliso Viejo Project, City of Aliso Viejo (Project No. SDP-2022-00004/SPA-2023-00001/DA-2023-00001) Dear Norma Contreras,
The City of Aliso Viejo has initiated the preparation of an Initial Study and Mitigated Negative Declaration pursuant to California Environmental Quality Act (CEQA) for The Commons at Aliso Viejo Project located at 26501 Aliso Creek Road in the City of Aliso Viejo, Orange County. The project site consists of an approximately 4.4-acre parcel (APN 629-101-16) located within The Commons, an established commercial center located at 26501 Aliso Creek Road, west of Aliso Creek Road, between the San Joaquin Hill Transportation Corridor (State Route 73) and Enterprise (see enclosed map of the project site). The proposed project would remove existing surface parking, landscaping, and site improvements and construct a mixed-use development consisting of 343 residential units and 17,273 square feet of ground floor commercial use within a six-story building, along with associated parking and improvements. The mixed-use building would wrap around a centrally located eight-level parking structure with a subterranean parking garage (basement level B1) and rooftop residential amenity space. The project requires the following entitlements: Site Development Permit, Specific Plan Amendment, Development Agreement, and Vesting Tentative Map.

Max Duncan

COUNCILMEMBER
Rich,ud Hurt

CITY MANAGER
David A. Doyle

CITY ATTORNEY
Scott C. Smi1h
Cnv CLEIU<.

Mi tzi Ortiz, MMC
AVCITY.ORG
1339
(949) 425-2528 or via email at
project. If you have any questions or need additional information, please contact me at [email protected].

Attachment: Location Map
Senior Planner
Rose Rivera
Sincerely, f
1340
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1341
February 23, 2024
Robert Dorame
Gabrielino Tongva Indians of California Tribal Council
P.O. Box 490
Bellflower, CA, 90707
Re: Formal Notification of Tribal Consultation Opportunity Pursuant to Senate Bill (SB) 18, The Commons at Aliso Viejo Project, City of Aliso Viejo (Project No. SDP-2022-00004/SPA-2023-00001/DA-2023-00001) Dear Robert Dorame,
The City of Aliso Viejo has initiated the preparation of an Initial Study and Mitigated Negative Declaration pursuant to California Environmental Quality Act (CEQA) for The Commons at Aliso Viejo Project located at 26501 Aliso Creek Road in the City of Aliso Viejo, Orange County. The project site consists of an approximately 4.4-acre parcel (APN 629-101-16) located within The Commons, an established commercial center located at 26501 Aliso Creek Road, west of Aliso Creek Road, between the San Joaquin Hill Transportation Corridor (State Route 73) and Enterprise (see enclosed map of the project site). The proposed project would remove existing surface parking, landscaping, and site improvements and construct a mixed-use development consisting of 343 residential units and 17,273 square feet of ground floor commercial use within a six-story building, along with associated parking and improvements. The mixed-use building would wrap around a centrally located eight-level parking structure with a subterranean parking garage (basement level B1) and rooftop residential amenity space. The project requires the following entitlements: Site Development Permit, Specific Plan Amendment, Development Agreement, and Vesting Tentative Map.

Max Duncan

COUNCILMEMBER
Rich,ud Hurt

CITY MANAGER
David A. Doyle

CITY ATTORNEY
Scott C. Smi1h
Cnv CLEIU<.

Mi tzi Ortiz, MMC
AVCITY.ORG
1342
(949) 425-2528 or via email at
project. If you have any questions or need additional information, please contact me at [email protected].

Attachment: Location Map
Senior Planner
Rose Rivera
Sincerely, f
1343
~
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1344
February 23, 2024
Sam Dunlap
Gabrielino-Tongva Tribe
PO Box 3919
Seal Beach, CA, 90740
Re: Formal Notification of Tribal Consultation Opportunity Pursuant to Senate Bill (SB) 18, The Commons at Aliso Viejo Project, City of Aliso Viejo (Project No. SDP-2022-00004/SPA-2023-00001/DA-2023-00001) Dear Sam Dunlap,
The City of Aliso Viejo has initiated the preparation of an Initial Study and Mitigated Negative Declaration pursuant to California Environmental Quality Act (CEQA) for The Commons at Aliso Viejo Project located at 26501 Aliso Creek Road in the City of Aliso Viejo, Orange County. The project site consists of an approximately 4.4-acre parcel (APN 629-101-16) located within The Commons, an established commercial center located at 26501 Aliso Creek Road, west of Aliso Creek Road, between the San Joaquin Hill Transportation Corridor (State Route 73) and Enterprise (see enclosed map of the project site). The proposed project would remove existing surface parking, landscaping, and site improvements and construct a mixed-use development consisting of 343 residential units and 17,273 square feet of ground floor commercial use within a six-story building, along with associated parking and improvements. The mixed-use building would wrap around a centrally located eight-level parking structure with a subterranean parking garage (basement level B1) and rooftop residential amenity space. The project requires the following entitlements: Site Development Permit, Specific Plan Amendment, Development Agreement, and Vesting Tentative Map.

Max Duncan

COUNCILMEMBER
Rich,ud Hurt

CITY MANAGER
David A. Doyle

CITY ATTORNEY
Scott C. Smi1h
Cnv CLEIU<.

Mi tzi Ortiz, MMC
AVCITY.ORG
1345
(949) 425-2528 or via email at
project. If you have any questions or need additional information, please contact me at [email protected].

Attachment: Location Map
Senior Planner
Rose Rivera
Sincerely, f
1346
~
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1347
February 23, 2024
Shasta Gaughen
Pala Band of Mission Indians
PMB 50, 35008 Pala Temecula Road
Pala, CA, 92059
Re: Formal Notification of Tribal Consultation Opportunity Pursuant to Senate Bill (SB) 18, The Commons at Aliso Viejo Project, City of Aliso Viejo (Project No. SDP-2022-00004/SPA-2023-00001/DA-2023-00001) Dear Shasta Gaughen,
The City of Aliso Viejo has initiated the preparation of an Initial Study and Mitigated Negative Declaration pursuant to California Environmental Quality Act (CEQA) for The Commons at Aliso Viejo Project located at 26501 Aliso Creek Road in the City of Aliso Viejo, Orange County. The project site consists of an approximately 4.4-acre parcel (APN 629-101-16) located within The Commons, an established commercial center located at 26501 Aliso Creek Road, west of Aliso Creek Road, between the San Joaquin Hill Transportation Corridor (State Route 73) and Enterprise (see enclosed map of the project site). The proposed project would remove existing surface parking, landscaping, and site improvements and construct a mixed-use development consisting of 343 residential units and 17,273 square feet of ground floor commercial use within a six-story building, along with associated parking and improvements. The mixed-use building would wrap around a centrally located eight-level parking structure with a subterranean parking garage (basement level B1) and rooftop residential amenity space. The project requires the following entitlements: Site Development Permit, Specific Plan Amendment, Development Agreement, and Vesting Tentative Map.

Max Duncan

COUNCILMEMBER
Rich,ud Hurt

CITY MANAGER
David A. Doyle

CITY ATTORNEY
Scott C. Smi1h
Cnv CLEIU<.

Mi tzi Ortiz, MMC
AVCITY.ORG
1348
(949) 425-2528 or via email at
project. If you have any questions or need additional information, please contact me at [email protected].

Attachment: Location Map
Senior Planner
Rose Rivera
Sincerely, f
1349
~
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1350
February 23, 2024
Sandonne Goad
Gabrielino /Tongva Nation
106 1/2 Judge John Aiso St., #231
Los Angeles, CA, 90012
Re: Formal Notification of Tribal Consultation Opportunity Pursuant to Senate Bill (SB) 18, The Commons at Aliso Viejo Project, City of Aliso Viejo (Project No. SDP-2022-00004/SPA-2023-00001/DA-2023-00001) Dear Sandonne Goad,
The City of Aliso Viejo has initiated the preparation of an Initial Study and Mitigated Negative Declaration pursuant to California Environmental Quality Act (CEQA) for The Commons at Aliso Viejo Project located at 26501 Aliso Creek Road in the City of Aliso Viejo, Orange County. The project site consists of an approximately 4.4-acre parcel (APN 629-101-16) located within The Commons, an established commercial center located at 26501 Aliso Creek Road, west of Aliso Creek Road, between the San Joaquin Hill Transportation Corridor (State Route 73) and Enterprise (see enclosed map of the project site). The proposed project would remove existing surface parking, landscaping, and site improvements and construct a mixed-use development consisting of 343 residential units and 17,273 square feet of ground floor commercial use within a six-story building, along with associated parking and improvements. The mixed-use building would wrap around a centrally located eight-level parking structure with a subterranean parking garage (basement level B1) and rooftop residential amenity space. The project requires the following entitlements: Site Development Permit, Specific Plan Amendment, Development Agreement, and Vesting Tentative Map.

Therefore, your tribal group is invited to contact the City of Aliso Viejo and participate in SB 18 consultation with the City regarding the proposed project. If your tribal group wishes to consult with the City about any cultural resources located in the project area, please contact me within the next 90 days. Apart from a cultural resource consultation, please also contact me if you would like to be notified of public hearings for the proposed ALISO
♦ VIEJO
Live Life Inspired
TEL 949.425.2500 FAX 949.425.3899 12 JOURNEY, SUITE JOO I A LI SO VIEJO, CA J 92656-5335 MAYOR
Mike Munzing

MAYOR PRO TEM
Tiffany Ackley

COUNCILMEMBER
Ross Chun

COUNCILMEMBER
Max Duncan

COUNCILMEMBER
Richard Hurt

CITY MANAGER
David A. Doyle

CITY ATTORNEY
Scott C. Smith

CITY CLERK
Mitzi Ortiz, MMC
AVCITY.ORG
1351
project. If you have any questions or need additional information, please contact me at (949) 425-2528 or via email at [email protected].

Sincerely,
Rose Rivera
Senior Planner
Attachment: Location Map

1352
ff
SlOnrnerfletd
Legend
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0 250 500
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Figure 3-1
Reg ional Location Map
1353
February 23, 2024
Sonia Johnston
Juaneno Band of Mission Indians
PO Box 25628
Santa Ana, CA, 92799
Re: Formal Notification of Tribal Consultation Opportunity Pursuant to Senate Bill (SB) 18, The Commons at Aliso Viejo Project, City of Aliso Viejo (Project No. SDP-2022-00004/SPA-2023-00001/DA-2023-00001) Dear Sonia Johnston,
The City of Aliso Viejo has initiated the preparation of an Initial Study and Mitigated Negative Declaration pursuant to California Environmental Quality Act (CEQA) for The Commons at Aliso Viejo Project located at 26501 Aliso Creek Road in the City of Aliso Viejo, Orange County. The project site consists of an approximately 4.4-acre parcel (APN 629-101-16) located within The Commons, an established commercial center located at 26501 Aliso Creek Road, west of Aliso Creek Road, between the San Joaquin Hill Transportation Corridor (State Route 73) and Enterprise (see enclosed map of the project site). The proposed project would remove existing surface parking, landscaping, and site improvements and construct a mixed-use development consisting of 343 residential units and 17,273 square feet of ground floor commercial use within a six-story building, along with associated parking and improvements. The mixed-use building would wrap around a centrally located eight-level parking structure with a subterranean parking garage (basement level B1) and rooftop residential amenity space. The project requires the following entitlements: Site Development Permit, Specific Plan Amendment, Development Agreement, and Vesting Tentative Map.

Max Duncan

COUNCILMEMBER
Rich,ud Hurt

CITY MANAGER
David A. Doyle

CITY ATTORNEY
Scott C. Smi1h
Cnv CLEIU<.

Mi tzi Ortiz, MMC
AVCITY.ORG
1354
(949) 425-2528 or via email at
project. If you have any questions or need additional information, please contact me at [email protected].

Attachment: Location Map
Senior Planner
Rose Rivera
Sincerely, f
1355
~
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Project Site
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1356
February 23, 2024
Heidi Lucero, Chairperson
Juaneno Band of Mission Indians Acjachemen Nation 84A
31411-A La Matanza Street
San Juan Capistrano, CA, 92675
Re: Formal Notification of Tribal Consultation Opportunity Pursuant to Senate Bill (SB) 18, The Commons at Aliso Viejo Project, City of Aliso Viejo (Project No. SDP-2022-00004/SPA-2023-00001/DA-2023-00001) Dear Heidi Lucero, Chairperson,
The City of Aliso Viejo has initiated the preparation of an Initial Study and Mitigated Negative Declaration pursuant to California Environmental Quality Act (CEQA) for The Commons at Aliso Viejo Project located at 26501 Aliso Creek Road in the City of Aliso Viejo, Orange County. The project site consists of an approximately 4.4-acre parcel (APN 629-101-16) located within The Commons, an established commercial center located at 26501 Aliso Creek Road, west of Aliso Creek Road, between the San Joaquin Hill Transportation Corridor (State Route 73) and Enterprise (see enclosed map of the project site). The proposed project would remove existing surface parking, landscaping, and site improvements and construct a mixed-use development consisting of 343 residential units and 17,273 square feet of ground floor commercial use within a six-story building, along with associated parking and improvements. The mixed-use building would wrap around a centrally located eight-level parking structure with a subterranean parking garage (basement level B1) and rooftop residential amenity space. The project requires the following entitlements: Site Development Permit, Specific Plan Amendment, Development Agreement, and Vesting Tentative Map.

Max Duncan

COUNCILMEMBER
Rich,ud Hurt

CITY MANAGER
David A. Doyle

CITY ATTORNEY
Scott C. Smi1h
Cnv CLEIU<.

Mi tzi Ortiz, MMC
AVCITY.ORG
1357
(949) 425-2528 or via email at
project. If you have any questions or need additional information, please contact me at [email protected].

Attachment: Location Map
Senior Planner
Rose Rivera
Sincerely, f
1358
~
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Reg ional Location Map
1359
February 23, 2024
Christina Swindall Martinez
Gabrieleno Band of Mission Indians - Kizh Nation
P.O. Box 393
Covina, CA, 91723
Re: Formal Notification of Tribal Consultation Opportunity Pursuant to Senate Bill (SB) 18, The Commons at Aliso Viejo Project, City of Aliso Viejo (Project No. SDP-2022-00004/SPA-2023-00001/DA-2023-00001) Dear Christina Swindall Martinez,
The City of Aliso Viejo has initiated the preparation of an Initial Study and Mitigated Negative Declaration pursuant to California Environmental Quality Act (CEQA) for The Commons at Aliso Viejo Project located at 26501 Aliso Creek Road in the City of Aliso Viejo, Orange County. The project site consists of an approximately 4.4-acre parcel (APN 629-101-16) located within The Commons, an established commercial center located at 26501 Aliso Creek Road, west of Aliso Creek Road, between the San Joaquin Hill Transportation Corridor (State Route 73) and Enterprise (see enclosed map of the project site). The proposed project would remove existing surface parking, landscaping, and site improvements and construct a mixed-use development consisting of 343 residential units and 17,273 square feet of ground floor commercial use within a six-story building, along with associated parking and improvements. The mixed-use building would wrap around a centrally located eight-level parking structure with a subterranean parking garage (basement level B1) and rooftop residential amenity space. The project requires the following entitlements: Site Development Permit, Specific Plan Amendment, Development Agreement, and Vesting Tentative Map.

Therefore, your tribal group is invited to contact the City of Aliso Viejo and participate in SB 18 consultation with the City regarding the proposed project. If your tribal group wishes to consult with the City about any cultural resources located in the project area, please contact me within the next 90 days. Apart from a cultural resource consultation, please also contact me if you would like to be notified of public hearings for the proposed ALISO
♦ VIEJO
Live Life Inspired
TEL 949.425.2500 FAX 949.425.3899 12 JOURNEY, SUITE JOO I A LI SO VIEJO, CA J 92656-5335 MAYOR
Mike Munzing

MAYOR PRO TEM
Tiffany Ackley

COUNCILMEMBER
Ross Chun

COUNCILMEMBER
Max Duncan

COUNCILMEMBER
Richard Hurt

CITY MANAGER
David A. Doyle

CITY ATTORNEY
Scott C. Smith

CITY CLERK
Mitzi Ortiz, MMC
AVCITY.ORG
1360
project. If you have any questions or need additional information, please contact me at (949) 425-2528 or via email at [email protected].

Sincerely,
Rose Rivera
Senior Planner
Attachment: Location Map

1361
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1362
February 23, 2024
Anthony Morales
Gabrieleno/Tongva San Gabriel Band of Mission Indians
P.O. Box 693
San Gabriel, CA, 91778
Re: Formal Notification of Tribal Consultation Opportunity Pursuant to Senate Bill (SB) 18, The Commons at Aliso Viejo Project, City of Aliso Viejo (Project No. SDP-2022-00004/SPA-2023-00001/DA-2023-00001) Dear Anthony Morales,
The City of Aliso Viejo has initiated the preparation of an Initial Study and Mitigated Negative Declaration pursuant to California Environmental Quality Act (CEQA) for The Commons at Aliso Viejo Project located at 26501 Aliso Creek Road in the City of Aliso Viejo, Orange County. The project site consists of an approximately 4.4-acre parcel (APN 629-101-16) located within The Commons, an established commercial center located at 26501 Aliso Creek Road, west of Aliso Creek Road, between the San Joaquin Hill Transportation Corridor (State Route 73) and Enterprise (see enclosed map of the project site). The proposed project would remove existing surface parking, landscaping, and site improvements and construct a mixed-use development consisting of 343 residential units and 17,273 square feet of ground floor commercial use within a six-story building, along with associated parking and improvements. The mixed-use building would wrap around a centrally located eight-level parking structure with a subterranean parking garage (basement level B1) and rooftop residential amenity space. The project requires the following entitlements: Site Development Permit, Specific Plan Amendment, Development Agreement, and Vesting Tentative Map.

Therefore, your tribal group is invited to contact the City of Aliso Viejo and participate in SB 18 consultation with the City regarding the proposed project. If your tribal group wishes to consult with the City about any cultural resources located in the project area, please contact me within the next 90 days. Apart from a cultural resource consultation, please also contact me if you would like to be notified of public hearings for the proposed ALISO
♦ VIEJO
Live Life Inspired
TEL 949.425.2500 FAX 949.425.3899 12 JOURNEY, SUITE JOO I A LI SO VIEJO, CA J 92656-5335 MAYOR
Mike Munzing

MAYOR PRO TEM
Tiffany Ackley

COUNCILMEMBER
Ross Chun

COUNCILMEMBER
Max Duncan

COUNCILMEMBER
Richard Hurt

CITY MANAGER
David A. Doyle

CITY ATTORNEY
Scott C. Smith

CITY CLERK
Mitzi Ortiz, MMC
AVCITY.ORG
1363
project. If you have any questions or need additional information, please contact me at (949) 425-2528 or via email at [email protected].

Sincerely,
Rose Rivera
Senior Planner
Attachment: Location Map

1364
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1365
February 23, 2024
Christopher Nejo
Pala Band of Mission Indians
PMB 50, 35008 Pala Temecula Road
Pala, CA, 92059
Re: Formal Notification of Tribal Consultation Opportunity Pursuant to Senate Bill (SB) 18, The Commons at Aliso Viejo Project, City of Aliso Viejo (Project No. SDP-2022-00004/SPA-2023-00001/DA-2023-00001) Dear Christopher Nejo,
The City of Aliso Viejo has initiated the preparation of an Initial Study and Mitigated Negative Declaration pursuant to California Environmental Quality Act (CEQA) for The Commons at Aliso Viejo Project located at 26501 Aliso Creek Road in the City of Aliso Viejo, Orange County. The project site consists of an approximately 4.4-acre parcel (APN 629-101-16) located within The Commons, an established commercial center located at 26501 Aliso Creek Road, west of Aliso Creek Road, between the San Joaquin Hill Transportation Corridor (State Route 73) and Enterprise (see enclosed map of the project site). The proposed project would remove existing surface parking, landscaping, and site improvements and construct a mixed-use development consisting of 343 residential units and 17,273 square feet of ground floor commercial use within a six-story building, along with associated parking and improvements. The mixed-use building would wrap around a centrally located eight-level parking structure with a subterranean parking garage (basement level B1) and rooftop residential amenity space. The project requires the following entitlements: Site Development Permit, Specific Plan Amendment, Development Agreement, and Vesting Tentative Map.

Max Duncan

COUNCILMEMBER
Rich,ud Hurt

CITY MANAGER
David A. Doyle

CITY ATTORNEY
Scott C. Smi1h
Cnv CLEIU<.

Mi tzi Ortiz, MMC
AVCITY.ORG
1366
(949) 425-2528 or via email at
project. If you have any questions or need additional information, please contact me at [email protected].

Attachment: Location Map
Senior Planner
Rose Rivera
Sincerely, f
1367
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1368
February 23, 2024
Joseph Ontiveros
Soboba Band of Luiseno Indians
P.O. Box 487
San Jacinto, CA, 92581
Re: Formal Notification of Tribal Consultation Opportunity Pursuant to Senate Bill (SB) 18, The Commons at Aliso Viejo Project, City of Aliso Viejo (Project No. SDP-2022-00004/SPA-2023-00001/DA-2023-00001) Dear Joseph Ontiveros,
The City of Aliso Viejo has initiated the preparation of an Initial Study and Mitigated Negative Declaration pursuant to California Environmental Quality Act (CEQA) for The Commons at Aliso Viejo Project located at 26501 Aliso Creek Road in the City of Aliso Viejo, Orange County. The project site consists of an approximately 4.4-acre parcel (APN 629-101-16) located within The Commons, an established commercial center located at 26501 Aliso Creek Road, west of Aliso Creek Road, between the San Joaquin Hill Transportation Corridor (State Route 73) and Enterprise (see enclosed map of the project site). The proposed project would remove existing surface parking, landscaping, and site improvements and construct a mixed-use development consisting of 343 residential units and 17,273 square feet of ground floor commercial use within a six-story building, along with associated parking and improvements. The mixed-use building would wrap around a centrally located eight-level parking structure with a subterranean parking garage (basement level B1) and rooftop residential amenity space. The project requires the following entitlements: Site Development Permit, Specific Plan Amendment, Development Agreement, and Vesting Tentative Map.

Max Duncan

COUNCILMEMBER
Rich,ud Hurt

CITY MANAGER
David A. Doyle

CITY ATTORNEY
Scott C. Smi1h
Cnv CLEIU<.

Mi tzi Ortiz, MMC
AVCITY.ORG
1369
(949) 425-2528 or via email at
project. If you have any questions or need additional information, please contact me at [email protected].

Attachment: Location Map
Senior Planner
Rose Rivera
Sincerely, f
1370
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1371
February 23, 2024
Joyce Perry
Juaneno Band of Mission Indians Acjachemen Nation - Belardes 4955 Paseo Segovia
Irvine, CA, 92603
Re: Formal Notification of Tribal Consultation Opportunity Pursuant to Senate Bill (SB) 18, The Commons at Aliso Viejo Project, City of Aliso Viejo (Project No. SDP-2022-00004/SPA-2023-00001/DA-2023-00001) Dear Joyce Perry,
The City of Aliso Viejo has initiated the preparation of an Initial Study and Mitigated Negative Declaration pursuant to California Environmental Quality Act (CEQA) for The Commons at Aliso Viejo Project located at 26501 Aliso Creek Road in the City of Aliso Viejo, Orange County. The project site consists of an approximately 4.4-acre parcel (APN 629-101-16) located within The Commons, an established commercial center located at 26501 Aliso Creek Road, west of Aliso Creek Road, between the San Joaquin Hill Transportation Corridor (State Route 73) and Enterprise (see enclosed map of the project site). The proposed project would remove existing surface parking, landscaping, and site improvements and construct a mixed-use development consisting of 343 residential units and 17,273 square feet of ground floor commercial use within a six-story building, along with associated parking and improvements. The mixed-use building would wrap around a centrally located eight-level parking structure with a subterranean parking garage (basement level B1) and rooftop residential amenity space. The project requires the following entitlements: Site Development Permit, Specific Plan Amendment, Development Agreement, and Vesting Tentative Map.

Max Duncan

COUNCILMEMBER
Rich,ud Hurt

CITY MANAGER
David A. Doyle

CITY ATTORNEY
Scott C. Smi1h
Cnv CLEIU<.

Mi tzi Ortiz, MMC
AVCITY.ORG
1372
(949) 425-2528 or via email at
project. If you have any questions or need additional information, please contact me at [email protected].

Attachment: Location Map
Senior Planner
Rose Rivera
Sincerely, f
1373
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1374
February 23, 2024
Lovina Redner
Santa Rosa Band of Cahuilla Indians
P.O. Box 391820
Anza, CA, 92539
Re: Formal Notification of Tribal Consultation Opportunity Pursuant to Senate Bill (SB) 18, The Commons at Aliso Viejo Project, City of Aliso Viejo (Project No. SDP-2022-00004/SPA-2023-00001/DA-2023-00001) Dear Lovina Redner,
The City of Aliso Viejo has initiated the preparation of an Initial Study and Mitigated Negative Declaration pursuant to California Environmental Quality Act (CEQA) for The Commons at Aliso Viejo Project located at 26501 Aliso Creek Road in the City of Aliso Viejo, Orange County. The project site consists of an approximately 4.4-acre parcel (APN 629-101-16) located within The Commons, an established commercial center located at 26501 Aliso Creek Road, west of Aliso Creek Road, between the San Joaquin Hill Transportation Corridor (State Route 73) and Enterprise (see enclosed map of the project site). The proposed project would remove existing surface parking, landscaping, and site improvements and construct a mixed-use development consisting of 343 residential units and 17,273 square feet of ground floor commercial use within a six-story building, along with associated parking and improvements. The mixed-use building would wrap around a centrally located eight-level parking structure with a subterranean parking garage (basement level B1) and rooftop residential amenity space. The project requires the following entitlements: Site Development Permit, Specific Plan Amendment, Development Agreement, and Vesting Tentative Map.

Max Duncan

COUNCILMEMBER
Rich,ud Hurt

CITY MANAGER
David A. Doyle

CITY ATTORNEY
Scott C. Smi1h
Cnv CLEIU<.

Mi tzi Ortiz, MMC
AVCITY.ORG
1375
(949) 425-2528 or via email at
project. If you have any questions or need additional information, please contact me at [email protected].

Attachment: Location Map
Senior Planner
Rose Rivera
Sincerely, f
1376
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1377
February 23, 2024
Andrew Salas, Chairperson
Gabrieleno Band of Mission Indians – Kizh Nation
P.O. Box 393
Covina, CA 91723
Re: Formal Notification of Tribal Consultation Opportunity Pursuant to Senate Bill (SB) 18, The Commons at Aliso Viejo Project, City of Aliso Viejo (Project No. SDP-2022-00004/SPA-2023-00001/DA-2023-00001) Dear Andrew Salas,
The City of Aliso Viejo has initiated the preparation of an Initial Study and Mitigated Negative Declaration pursuant to California Environmental Quality Act (CEQA) for The Commons at Aliso Viejo Project located at 26501 Aliso Creek Road in the City of Aliso Viejo, Orange County. The project site consists of an approximately 4.4-acre parcel (APN 629-101-16) located within The Commons, an established commercial center located at 26501 Aliso Creek Road, west of Aliso Creek Road, between the San Joaquin Hill Transportation Corridor (State Route 73) and Enterprise (see enclosed map of the project site). The proposed project would remove existing surface parking, landscaping, and site improvements and construct a mixed-use development consisting of 343 residential units and 17,273 square feet of ground floor commercial use within a six-story building, along with associated parking and improvements. The mixed-use building would wrap around a centrally located eight-level parking structure with a subterranean parking garage (basement level B1) and rooftop residential amenity space. The project requires the following entitlements: Site Development Permit, Specific Plan Amendment, Development Agreement, and Vesting Tentative Map.

Therefore, your tribal group is invited to contact the City of Aliso Viejo and participate in SB 18 consultation with the City regarding the proposed project. If your tribal group wishes to consult with the City about any cultural resources located in the project area, please contact me within the next 90 days. Apart from a cultural resource consultation, please also contact me if you would like to be notified of public hearings for the proposed ALISO
♦ VIEJO
Live Life Inspired
TEL 949.425.2500 FAX 949.425.3899 12 JOURNEY, SUITE JOO I Au so VIEJO, CA J 92656-5335 MAYOR
Mike Munzing

MAYOR PRO TEM
Tiffany Ackley

COUNCILMEMBER
Ross Chun

COUNCILMEMBER
Max Duncan

COUNCILMEMBER
Richard Hurt

CITY MANAGER
David A. Doyle

CITY ATTORNEY
Scott C. Smith

CITY CLERK
Mitzi Ortiz, MMC
AVCITY.ORG
1378
project. If you have any questions or need additional information, please contact me at (949) 425-2528 or via email at [email protected].

Sincerely,
Rose Rivera
Senior Planner
Attachment: Location Map

1379
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Figure 3-1
Reg ional Location Map
1380
February 23, 2024
Jessica Valdez
Soboba Band of Luiseno Indians
P.O. Box 487
San Jacinto, CA, 92581
Re: Formal Notification of Tribal Consultation Opportunity Pursuant to Senate Bill (SB) 18, The Commons at Aliso Viejo Project, City of Aliso Viejo (Project No. SDP-2022-00004/SPA-2023-00001/DA-2023-00001) Dear Jessica Valdez,
The City of Aliso Viejo has initiated the preparation of an Initial Study and Mitigated Negative Declaration pursuant to California Environmental Quality Act (CEQA) for The Commons at Aliso Viejo Project located at 26501 Aliso Creek Road in the City of Aliso Viejo, Orange County. The project site consists of an approximately 4.4-acre parcel (APN 629-101-16) located within The Commons, an established commercial center located at 26501 Aliso Creek Road, west of Aliso Creek Road, between the San Joaquin Hill Transportation Corridor (State Route 73) and Enterprise (see enclosed map of the project site). The proposed project would remove existing surface parking, landscaping, and site improvements and construct a mixed-use development consisting of 343 residential units and 17,273 square feet of ground floor commercial use within a six-story building, along with associated parking and improvements. The mixed-use building would wrap around a centrally located eight-level parking structure with a subterranean parking garage (basement level B1) and rooftop residential amenity space. The project requires the following entitlements: Site Development Permit, Specific Plan Amendment, Development Agreement, and Vesting Tentative Map.

Max Duncan

COUNCILMEMBER
Rich,ud Hurt

CITY MANAGER
David A. Doyle

CITY ATTORNEY
Scott C. Smi1h
Cnv CLEIU<.

Mi tzi Ortiz, MMC
AVCITY.ORG
1381
(949) 425-2528 or via email at
project. If you have any questions or need additional information, please contact me at [email protected].

Attachment: Location Map
Senior Planner
Rose Rivera
Sincerely, f
1382
~
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I
!
0 I
I
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1383
February 23, 2024
Alexis Wallick
Pala Band of Mission Indians
PMB 50, 35008 Pala Temecula Road
Pala, CA, 92059
Re: Formal Notification of Tribal Consultation Opportunity Pursuant to Senate Bill (SB) 18, The Commons at Aliso Viejo Project, City of Aliso Viejo (Project No. SDP-2022-00004/SPA-2023-00001/DA-2023-00001) Dear Alexis Wallick,
The City of Aliso Viejo has initiated the preparation of an Initial Study and Mitigated Negative Declaration pursuant to California Environmental Quality Act (CEQA) for The Commons at Aliso Viejo Project located at 26501 Aliso Creek Road in the City of Aliso Viejo, Orange County. The project site consists of an approximately 4.4-acre parcel (APN 629-101-16) located within The Commons, an established commercial center located at 26501 Aliso Creek Road, west of Aliso Creek Road, between the San Joaquin Hill Transportation Corridor (State Route 73) and Enterprise (see enclosed map of the project site). The proposed project would remove existing surface parking, landscaping, and site improvements and construct a mixed-use development consisting of 343 residential units and 17,273 square feet of ground floor commercial use within a six-story building, along with associated parking and improvements. The mixed-use building would wrap around a centrally located eight-level parking structure with a subterranean parking garage (basement level B1) and rooftop residential amenity space. The project requires the following entitlements: Site Development Permit, Specific Plan Amendment, Development Agreement, and Vesting Tentative Map.

Max Duncan

COUNCILMEMBER
Rich,ud Hurt

CITY MANAGER
David A. Doyle

CITY ATTORNEY
Scott C. Smi1h
Cnv CLEIU<.

Mi tzi Ortiz, MMC
AVCITY.ORG
1384
(949) 425-2528 or via email at
project. If you have any questions or need additional information, please contact me at [email protected].

Attachment: Location Map
Senior Planner
Rose Rivera
Sincerely, f
1385
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1386

O R A N G E C O U N T Y F I R E A U T H O R I T Y
F i r e P r e v e n t i o n D e p a r t m e n t
P. O. Box 57115, Irvine, CA 92619-7115 • 1 Fire Authority Road, Irvine, CA 92602 Planning and Development Services • www.ocfa.org • (714) 573-6100 / Fax (714) 368-8843 Serving the Cities of: Aliso Viejo • Buena Park • Cypress • Dana Point • Garden Grove • Irvine • Laguna Hills • Laguna Niguel • Laguna Woods Lake Forest • La Palma • Los Alamitos • Mission Viejo • Rancho Santa Margarita •San Clemente • San Juan Capistrano • Santa Ana Seal Beach • Stanton • Tustin • Villa Park • Westminster • Yorba Linda • and Unincorporated Areas of Orange County Date: 8/12/2024/24 Page 1 of 1
To: Rose Rivera
City of Aliso Viejo
From: Brian Slegers, Fire Prevention Analyst
Subject: City Reference # SDP-22-00004
OCFA Service Request SR #288441
Avalon Aliso Viejo
26501 Aliso Creek Rd.

Aliso Viejo, CA 92656
Service Code: PR105 Site Development Review
The OCFA has reviewed the proposed project and based on this initial assessment there do not appear to be any significant concerns related to fire department requirements.

Contingent upon approval of the CUP by the Planning Department/Planning Commission, the conditions listed below are applicable to this project; please provide them in the resolution issued to the applicant. If you need additional information or clarification, please contact me by phone or email: (714) 573-6133, [email protected].

CONDITIONS OF APPROVAL
Plan Submittal: The applicant or responsible party shall submit the plan(s) listed below to the Orange County Fire Authority for review. Approval shall be obtained on each plan prior to the event specified.

Prior to OCFA clearance of a final map or issuance of a precise grading permit or a building permit, if a grading permit is not required:
• fire master plan (service code PR145)
• alternative methods and materials (AM&M) request (PR910) *Shall be submitted with fire master plan. AM&M shall address hose pull deficiency.

Provide ground laddering pads despite IIIA construction type.

Prior to issuance of a precise grading permit or a building permit, if a grading permit is not required:
• gates (service code PR180)
1387
OCFA SR #288441 Page 2 of 4
Prior to issuance of a building permit:
• architectural (service codes PR200-PR285)
• alternative methods and materials (AM&M) request (service code PR910), if any portion of the structure will be occupied prior to completion of the entire structure. Phased occupancy AM&M requests shall accompany the architectural submittal. • emergency responder radio system design (service code PR928); this submittal may be deferred when acceptable to the Building Department, but the required conduit must be installed prior to concealing interior construction.
• underground piping for private hydrants and fire sprinkler systems (service code PR470- PR475)
• underground piping (service code PR470-PR475), if private hydrants are installed/modified or a fire sprinkler system is required by code or installed voluntarily • fire sprinkler system (service codes PR400-PR465)
Prior to concealing interior construction:
• fire alarm system (service code PR500-PR520)
• fire sprinkler system (service codes PR430-PR455).

Prior to occupancy:
• emergency responder radio system testing (service code PR928) Specific submittal requirements may vary from those listed above depending on actual project conditions identified or present during design development, review, construction, inspection, or occupancy. Portions of the project that are deferred shall be subject to the codes, standards, and other applicable requirements in force on the date that the deferred plan is submitted to OCFA. Standard notes, guidelines, informational bulletins, submittal instructions, and other information related to plans reviewed by the OCFA may be found by visiting ocfa.org and clicking on “Business→Planning & Development Services” in the menu bar at the top of the screen.

Emergency Responder Digital Radio System: An emergency responder digital radio system shall be provided in this structure. Refer to CFC 510 and the OCC/OCFA DAS/BDA guidelines (available at ocfa.org) for requirements. Evidence of compliance with emergency responder digital radio system design and performance criteria shall be provided prior to occupancy.

Temporary/Final Occupancy Inspections: Prior to issuance of temporary or final certificate of occupancy, all OCFA inspections shall be completed to the satisfaction of the OCFA inspector and be in substantial compliance with codes and standards applicable to the project and commensurate with the type of occupancy (temporary or final) requested.

Inspections shall be scheduled at least five days in advance by calling OCFA Inspection Scheduling at 714-573-6150.
1388
OCFA SR #288441 Page 3 of 4
Phased Occupancy: Phased occupancy of this structure shall be permitted only with prior approval from OCFA and the Building Official. Requests for phased occupancy shall be submitted for evaluation by OCFA as an alternate materials and methods proposal (PR910) accompanying the architectural submittal. Such requests shall be made prior to start of construction only.

Emergency Access Easements: Irrevocable reciprocal access easements for emergency access purposes to the benefit of the City of Aliso Viejo shall be recorded concurrently with the final map or, where no final map is required, prior to approval of the fire master plan.

Secured Fire Protection Agreement: Prior to clearance of a final map for recordation, or issuance of a building permit, whichever comes first, the applicant or responsible party shall enter into a secured fire protection agreement with OCFA Strategic Services (714-573-6199) to mitigate additional fire service impacts resulting from the project.

Traffic Pre-emption Devices: Prior to issuance of a final map, grading permit, or building permit, whichever comes first, the applicant or responsible party shall arrange with the appropriate city, county, or state public works department or agency for installation of traffic pre-emption devices on each traffic signal installed, relocated, or similarly modified as part of this project.

Preconstruction Meeting: Before commencement of construction, the applicant or responsible party shall attend a pre-construction meeting with an OCFA inspector. Call OCFA Inspection Scheduling at 714-573-6150 at least five days in advance to schedule and pay for the pre-construction meeting.

Lumber-drop Inspection: After installation of required fire access roadways and hydrants, the applicant shall receive clearance from the OCFA prior to bringing combustible building materials on-site. Call OCFA Inspection Scheduling at 714-573-6150 with the Service Request number of the approved fire master plan at least five days in advance to schedule the lumber drop inspection.

HOA Turn-over: Prior to Home Owner Association (HOA) maintenance acceptance from the developer, an HOA turn-over meeting/inspection shall be arranged for the Fire Inspector and the following representatives: landscape design professional, installing landscape contractor, HOA management representative, HOA landscape maintenance contractor. The fuel modification areas shall be maintained as originally installed and approved. A copy of the approved plans must be provided to the HOA representatives at this time. Landscape professionals must convey ongoing maintenance requirements to HOA representatives.

Proof of a recorded covenant shall be provided to OCFA. 1389
OCFA SR #288441 Page 4 of 4
1390
Avalon Aliso Viejo Mixed-Use Project
Study Session
26501 Aliso Creek Road
City Council
September 18, 2024
1391
Background
• 1993 - County of Orange approved the commercial development of 26501 Aliso Creek Rd.
• 2005 - City Council approved Specific Plan No. 2 to allow for a mixed-use development
• 2022 - City Council granted approval to allow exterior building modifications and site improvements and to allow certain automotive uses • 2023 – An application was submitted by Avalon Bay Communities, Inc. for the construction of a new mixed-use development in the southwest area of the shopping center
1392
Building and Site Summary
• 4.4-acre parcel in the Commons shopping
center
• Mixed-use development consists of:
• Ground floor commercial level
• Five levels of residential units
• 343 residential units
• Parking structure at center
• 50,188 square feet of open space
1393
Project Design
1394
General Plan and Zoning Compliance
Community Benefit Overlay (“CBO”) area
• Allows alternative future development
plans
• Allowed with a development agreement
General Plan Land Plan Specific Plan/2005 DA Project
300 dwelling units 140 dwelling units 343 dwelling units 400,000 SF non-residential 396,570 SF non-residential 253,904 SF non-residential Building Height Max (Residential) Building Height Max
(Residential)
68’-89’ (Enterprise Side)
135’ (East Side)
80’ (Enterprise Side)
140’ (East Side)
Number of Stories Number of Stories
11 8 (including rooftop amenity
area)
Parking (Residential) Parking (Residential)1
1 space/studio

1.2 space/1 bedroom
2 space/2 or more bedroom

0.25 space/unit for guests
2 spaces/unit

0.25 spaces/unit for guests
Parking (Non-Residential)
840 1,013
Setbacks Setbacks
15’ min./20’ avg.(Enterprise) 15’ min./20’ avg. (Enterprise) 20’ (North) 15’ (North)
10’ (East/West) 10’ (East/West) 1395
Traffic Analysis
• Prepared by the Applicant's consultant and reviewed by the Public Works Department
• Implementation of the following mitigation measures is required:
1) Restripe the eastbound left turn pocket at Town Center and Enterprise
2) Upgrades the traffic signal at Town Center and Enterprise or provide payment to the City for the improvements
1396
Parking Analysis
• Parking study submitted by the Applicant
• Shared parking analysis based on the
Urban Land Institute (ULI) Shared
Parking Methodology
• Determined that the parking supply
will be adequate for the residential
component
• Concluded that there is adequate
parking for the Project’s new
commercial and existing and future
commercial in the Commons
Residential Parking
Requirements Project
1 space / studio 1 space x 48 units = 48

1.2 space / 1 bedroom 1.2 space x 168 units = 202
2 spaces / 2 or more bedrooms 2 spaces x 127 units = 254

0.25 / unit for guests 0.25 x 343 = 86
Total = 590
1397
View
Analysis
1398
View Analysis
1399
View Analysis
1400
Development Agreement
• Provides assurance that the Project conditions will not change after the approval of the Project
• The Applicant has agreed to:
o Provide cash payment to the City of $2,806,559.60 over two installments; and
o Establish a 30-Year Community Facilities District (the “CFD”), providing an initial amount of $236,878.45 that grows 3.0% annually
1401
Public Comments
• Numerous emails from interested parties
• Primary concerns were related to view, parking, and traffic impacts
• All public comments will be addressed and included as part of a future Staff Report
1402
Environmental Analysis
• An Initial Study and Mitigated Negative Declaration (“IS/MND”) was prepared pursuant California Environmental Quality Act (“CEQA”) Guidelines • Identifies the potential environmental effects of the project • Indicates how potential effects can be mitigated
• Indicates that the Project will not have a significant effect on the environment with the incorporation of mitigation measures
• Orange County Fire Authority (OCFA) did not have significant concerns upon initial assessment
• IS/MND is currently under a 30-day public comment review period o August 26 - through September 25, 2024
1403
Next Steps
• Comments from agencies, organizations, and interested individuals will be reviewed and evaluated at the conclusion of the public comment review period
• The City will determine whether any substantial new environmental issues have been raised and if further documentation may be required • Will be considered for adoption and the Project for approval at a future City Council hearing if no new environmental issues have been raised • Separate public notice will be published prior to the future hearing 1404

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Special Meeting Minutes+

CITY OF ALISO VIEJO

CITY COUNCIL MINUTES

SPECIAL MEETING
September 4, 2024, 6:30 PM
Council Chambers, City Hall, 12 Journey
Aliso Viejo, California
CALL TO ORDER: Mayor Munzing called the Special Meeting of the City Council of the City of Aliso Viejo to order at 6:34 p.m.

ROLL CALL:

PRESENT: MAYOR MIKE MUNZING

MAYOR PRO TEM TIFFANY ACKLEY

COUNCILMEMBER ROSS CHUN

COUNCILMEMBER MAX DUNCAN
COUNCILMEMBER RICHARD W. HURT
ABSENT: NONE
STAFF PRESENT: MITZI ORTIZ, ACTING CITY MANAGER

HONGDAO NGUYEN, ASSISTANT CITY ATTORNEY
PUBLIC COMMENTS:

None.

CLOSED SESSION:

CONFERENCE WITH LABOR NEGOTIATORS
Pursuant to Government Code Section 54957.6
Agency Designated Representatives: City Manager and City Attorney Unrepresented Employees: All Employees
REPORT FROM CLOSED SESSION:

Assistant City Attorney HongDao Nguyen stated no reportable action was taken. 1405

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Special Meeting Minutes+
ADJOURNMENT: Mayor Munzing adjourned the meeting at 6:57 p.m. to the September 4, 2024 Regular Council Meeting.

Respectfully submitted: Approved by:
________________________ ________________________

LAUREN TORRES MIKE MUNZING

DEPUTY CITY CLERK MAYOR
1406

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Regular Meeting Minutes

CITY OF ALISO VIEJO

CITY COUNCIL MINUTES

REGULAR MEETING
SEPTEMBER 4, 2024, 7:00 PM
Council Chambers, City Hall, 12 Journey
Aliso Viejo, California
CALL TO ORDER: Mayor Munzing called the Regular Meeting of the City Council of the City of Aliso Viejo to order at 7:02 p.m.

ROLL CALL
PRESENT: MAYOR MIKE MUNZING

MAYOR PRO TEM TIFFANY ACKLEY

COUNCILMEMBER ROSS CHUN

COUNCILMEMBER MAX DUNCAN
COUNCILMEMBER RICHARD W. HURT
ABSENT: NONE
STAFF PRESENT: MITZI ORTIZ, ACTING CITY MANAGER

HONGDAO NGUYEN, ASSISTANT CITY ATTORNEY

LAUREN TORRES, DEPUTY CITY CLERK

ANN EIFERT, FINANCIAL SERVICES DIRECTOR

SO KIM, COMMUNITY DEVELOPMENT DIRECTOR

LIZZY MENDOZA, RECREATION & COMMUNITY SERVICES MANAGER

ISAAC AZIZ, INFORMATION TECHNOLOGY MANAGER
CAPT. ALAN VILLANUEVA, CHIEF OF POLICE SERVICES
PLEDGE OF ALLEGIANCE: OCFA Battalion Chief Mike Yeun led the pledge of allegiance.

REPORT FROM CLOSED SESSION:

Assistant City Attorney HongDao Nguyen stated no reportable action was taken.

1. SPECIAL PRESENTATIONS:

1.1 PROCLAMATION - HUNGER ACTION MONTH
Mayor Munzing presented the proclamation to Malia Cary with Second Harvest Food Bank. She expressed her appreciation and commented on the importance of the designation.
1407

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Regular Meeting Minutes

1.2 PROCLAMATION - NATIONAL PREPAREDNESS MONTH
Mayor Munzing presented the proclamation to Senior Emergency Management Coordinator Sarah Limones. She expressed her appreciation and commented on the importance of the designation.

2. ADDITIONS, DELETIONS, REORDERING TO THE AGENDA:

None.

3. COMMUNITY INPUT:

1. Carol Moore expressed opposition to the closure of the Laguna Hills DMV field office.

2. James A. Hadley expressed concerns about e-bike safety.

4. CONSENT CALENDAR:

Unless otherwise indicated below, the following pertains to all items on the Consent Calendar.

Motion: Councilmember Chun moved and Councilmember Hurt seconded to approve the recommended actions. Motion carried 5-0.

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 August 21, 2024 Special Meeting, the August 21, 2024 Regular Meeting, and the August 26, 2024 Special Meeting

4.3 SECOND READING AND ADOPTION OF AN ORDINANCE AMENDING THE ZONING DISTRICT FOR 4 AND 5 POLARIS WAY
Recommended Action: Conduct a second reading and adopt Ordinance No. 2024- 242 entitled: AN ORDINANCE OF THE CITY COUNCIL OF THE CITY OF ALISO VIEJO AMENDING THE ZONING MAP TO ADD “MIXED-USE/RESIDENTIAL OVERLAY” DISTRICT TO THE EXISTING “PROFESSIONAL OFFICE” DISTRICT AT 4 AND 5 POLARIS WAY AND FINDING THE ACTION TO BE EXEMPT FROM CEQA UNDER CEQA GUIDELINES SECTIONS 15060 AND 15061.
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Regular Meeting Minutes

4.4 ACCOUNTS PAYABLE
Recommended Action: Ratify accounts payable checks and electronic funds transfers issued between August 2, 2024, and August 15, 2024, in the amount of $1,336,836.86.

5. PUBLIC HEARINGS:

5.1 ORDINANCE AMENDING SECTION 15.14.080 PERTAINING TO ACCESSORY

DWELLING UNITS AND JUNIOR ACCESSORY DWELLING UNITS
Acting City Manager Mitzi Ortiz introduced Community Development Director So Kim, who provided an overview. Staff responded to questions regarding the HOA notification process, state regulations, potential liability for the City, and ADU approval process. Mayor Munzing opened the public hearing, and the following persons provided comment:

1. Mike Avramidis expressed support for notifying HOAs about ADU construction.

2. Nancy Conley commented on the item.

There were no other comments. Mayor Munzing closed the public hearing.

Recommended Action:

1. Conduct a second reading and adopt an Ordinance entitled: AN ORDINANCE OF

THE CITY COUNCIL OF THE CITY OF ALISO VIEJO AMENDING SECTION

15.14.080 OF THE ALISO VIEJO MUNICIPAL CODE RELATING TO

ACCESSORY DWELLING UNITS AND JUNIOR ACCESSORY DWELLING
UNITS AND DETERMINING THE ORDINANCE TO BE EXEMPT FROM CEQA; OR

2. Conduct a public hearing and introduce for first reading an amended Ordinance entitled: AN ORDINANCE OF THE CITY COUNCIL OF THE CITY OF ALISO VIEJO AMENDING SECTION 15.14.080 OF THE ALISO VIEJO MUNICIPAL

CODE RELATING TO ACCESSORY DWELLING UNITS AND JUNIOR

ACCESSORY DWELLING UNITS AND DETERMINING THE ORDINANCE TO BE EXEMPT FROM CEQA.

Motion: Mayor Pro Tem Ackley moved and Councilmember Duncan seconded to conduct a second reading and adopt an Ordinance entitled: AN ORDINANCE OF

THE CITY COUNCIL OF THE CITY OF ALISO VIEJO AMENDING SECTION

15.14.080 OF THE ALISO VIEJO MUNICIPAL CODE RELATING TO ACCESSORY

DWELLING UNITS AND JUNIOR ACCESSORY DWELLING UNITS AND
DETERMINING THE ORDINANCE TO BE EXEMPT FROM CEQA.
1409

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Regular Meeting Minutes
Amended Motion: Mayor Pro Tem Ackley moved and Councilmember Duncan seconded to conduct a public hearing and introduce for first reading an Ordinance entitled:

AN ORDINANCE OF THE CITY COUNCIL OF THE CITY OF ALISO VIEJO AMENDING SECTION 15.14.080 OF THE ALISO VIEJO MUNICIPAL CODE

RELATING TO ACCESSORY DWELLING UNITS AND JUNIOR ACCESSORY

DWELLING UNITS AND DETERMINING THE ORDINANCE TO BE EXEMPT

FROM CEQA,
as amended to retain HOA notification requirements with certain application submittals, require HOA notification by the City for certain applications, and clarify ministerial nature of approvals. Motion carried 5-0.

6. DISCUSSION:

6.1 LEAGUE OF CALIFORNIA CITIES ANNUAL CONFERENCE AND SELECTION OF

GENERAL ASSEMBLY VOTING DELEGATE
Acting City Manager Mitzi Ortiz provided an overview. Council commented on the matter.

Recommended Action:

1. Designate a voting delegate and up to two alternates for the League of California Cities General Assembly to be held on October 18, 2024 at the Long Beach Convention Center; and

2. Cancel the October 16, 2024 City Council Meeting to allow for staff and City Council attendance at the Annual Conference.

Motion: Councilmember Hurt moved and Councilmember Chun seconded to approve the recommended actions and appoint Councilmember Chun as voting delegate and Councilmember Hurt as alternate. Motion carried 5-0.

7. CITY MANAGER' S REPORT:

Acting City Manager Mitzi Ortiz announced Furry Friends Pet Fair to be held from 9:00 a.m. to 12:00 p.m. on September 7, 2024, at Aliso Viejo Ranch; American Red Cross Blood Drive to be held from 12:00 p.m. to 6:00 p.m. on September 11, 2024, at Aliso Viejo Ranch; and Disaster Preparedness Backpacks available for purchase.

8. ANNOUNCEMENTS / COUNCIL COMMENTS / COMMITTEE UPDATES:

Councilmember Chun:
 Obtained consensus to consider sponsorship of Orange County Annual Senior Summit  Attended the Boys and Girls Club Youth of the Month Event  Attended Aliso Viejo Chamber of Commerce Field Trip Friday 1410

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Regular Meeting Minutes
 Attended Sea Country Festival
 Attended Laura’s House Annual HOPE Golf Tournament
 Led a tour of Aliso Viejo for Soka University students  Attended League of California Cities Orange County Division Meeting  Attended tour of Soka University Athenaeum
 Met with Colorado University student
 Shared community volunteer opportunities
 Commented on Hunger Action Month
 Attended tour of Family Assistance Ministries headquarters Councilmember Duncan:
 Expressed appreciation to Orange County Sheriff’s Department for emergency response  Commented on e-bike safety
Councilmember Hurt:
 Attended TCA Finance & Investment Committee Meeting
 Attended TCA Environmental Committee Meeting
 Attended TCA Toll Operations Committee Meeting
Mayor Pro Tem Ackley:
 Requested information regarding e-bike safety education and community outreach Mayor Munzing:
 Commented on e-bike safety
 Attended Aliso Viejo Chamber of Commerce Field Trip Friday  Attended Sea Country Festival
 Obtained consensus to consider letter of opposition to Laguna Hills DMV office closure

9. ADJOURNMENT: Mayor Munzing adjourned the meeting at 8:33 p.m. to the regularly scheduled City Council meeting of September 18, 2024.

Respectfully submitted: Approved by:
________________________ ________________________

LAUREN TORRES MIKE MUNZING

DEPUTY CITY CLERK MAYOR
1411

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Special Meeting Minutes

CITY OF ALISO VIEJO

CITY COUNCIL MINUTES

SPECIAL MEETING
September 11, 2024, 2:45 PM
Aliso Viejo Center, 31 Santa Barbara Drive
Aliso Viejo, California
CALL TO ORDER: Mayor Munzing called the Special Meeting of the City Council of the City of Aliso Viejo to order at 2:45 p.m.

ROLL CALL:

PRESENT: MAYOR MIKE MUNZING

MAYOR PRO TEM TIFFANY ACKLEY

COUNCILMEMBER ROSS CHUN

COUNCILMEMBER MAX DUNCAN
COUNCILMEMBER RICHARD W. HURT
ABSENT: NONE
STAFF PRESENT: SCOTT SMITH, CITY ATTORNEY
PUBLIC COMMENTS:

None.

CLOSED SESSION:

PUBLIC EMPLOYEE APPOINTMENT
Pursuant to Government Code Section 54957
Title: City Manager

CONFERENCE WITH LABOR NEGOTIATORS
Pursuant to Government Code section 54957.6
Agency Designated Representative(s): Mayor and Valerie Phillips, Bob Murray & Associates
Unrepresented Employee: City Manager
REPORT FROM CLOSED SESSION:

City Attorney Scott Smith stated no reportable action was taken. 1412

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Special Meeting Minutes
ADJOURNMENT: Mayor Munzing adjourned the meeting at 6:49 p.m.

Respectfully submitted: Approved by:
________________________ ________________________

LAUREN TORRES MIKE MUNZING

DEPUTY CITY CLERK MAYOR
1413
City of Aliso Viejo

AGENDA ITEM
DATE: September 18, 2024
TO: Mayor and City Council
FROM: So Kim, Community Development Department
SUBJECT: SECOND READING AND ADOPTION OF AN ORDINANCE AMENDING SECTION 15.14.080 PERTAINING TO ACCESSORY DWELLING UNITS

AND JUNIOR ACCESSORY DWELLING UNITS
Recommended Action:

Conduct a second reading and adopt an Ordinance entitled:

AN ORDINANCE OF THE CITY COUNCIL OF THE CITY OF ALISO VIEJO AMENDING SECTION 15.14.080 OF THE ALISO VIEJO MUNICIPAL CODE

RELATING TO ACCESSORY DWELLING UNITS AND JUNIOR ACCESSORY

DWELLING UNITS AND DETERMINING THE ORDINANCE TO BE EXEMPT FROM CEQA.

Fiscal Impact:

None.

Discussion:

On August 21, 2024, Staff presented an Ordinance regarding accessory dwelling units (ADUs) and junior accessory dwelling units (JADUs) for consideration. The City Council introduced the Ordinance and continued the matter to September 4, 2024. On September 4th, the City Council reviewed the matter and introduced an amended Ordinance requiring the City to notify applicable Homeowners’ Associations (HOA) upon receiving certain ADU applications.

Provided below is the amended language as directed by the City Council. Existing text is shown in regular font and new text is shown in bold/underline font.

15.14.080.D. Applications.

1. An application for an ADU that is subject only to a building permit under subsection (E) below shall be submitted to the building division. Site plans, 1414
60367.01100\42144385.3

Page 2 of 2 ends

floor plans, elevations, and draft deed restrictions shall be submitted with the application and documents required for submittal to the building division.

2. An application for a development review permit (DRP) under subsection (F) below shall be submitted to the planning division. Site plans, floor plans, elevations, a project narrative, draft deed restrictions, and evidence of having given notice to the HOA, if applicable, shall be submitted with the application.

3. Upon receipt of an application for a DRP1, the City will provide written notice via email to the applicable HOA on record, if any, that includes the project address and description. Irrespective of this notification requirement, all applications to create an ADU or JADU will be considered and approved ministerially, without discretionary review or a hearing.

The Ordinance is now being presented for its second reading and adoption. If adopted, the Ordinance will take effect 30 days after adoption.

Attachment:

1. Ordinance

1 Design Review Permit
1415

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ORDINANCE NO. 2024-___

AN ORDINANCE OF THE CITY COUNCIL OF THE CITY OF ALISO
VIEJO, CALIFORNIA, AMENDING SECTION 15.14.080 OF THE ALISO

VIEJO MUNICIPAL CODE RELATING TO ACCESSORY DWELLING

UNITS AND JUNIOR ACCESSORY DWELLING UNITS AND

DETERMINING THE ORDINANCE TO BE EXEMPT FROM CEQA
WHEREAS, the City of Aliso Viejo, California (“City”) is a municipal corporation, duly organized under the constitution and laws of the State of California; and WHEREAS, state law authorizes cities to act by ordinance to provide for the creation and regulation of accessory dwelling units (“ADUs”) and junior accessory dwelling units (“JADUs”); and
WHEREAS, in recent years, the California Legislature has approved, and the Governor has signed into law, several bills that, among other things, amended Government Code, Title 7, Division 1, Chapter 13 (sections 66310-66342) to impose new limits on local authority to regulate ADUs and JADUs; and
WHEREAS, in March 2023, the City Council adopted Ordinance No. 2023-235 to comply with the then-recent changes in state ADU and JADU law; and WHEREAS, in June 2024, the Department of Housing and Community Development issued a letter requiring the City to revise the City’s ADU and JADU regulations in compliance with State laws; and
WHEREAS, on August 21, 2024, the City Council held a duly noticed public hearing and introduced the Ordinance; and
WHEREAS, on September 4, 2024, the City held a duly noticed public hearing, at which time all interested persons had the opportunity to appear and be heard on the matter of adopting the Codes as amended herein; and
WHEREAS, all legal prerequisites to the adoption of this Ordinance have occurred.

NOW, THEREFORE, THE CITY COUNCIL OF THE CITY OF ALISO VIEJO DOES ORDAIN AS FOLLOWS:

Section 1: Incorporation of Recitals. The recitals above are each incorporated by reference and adopted as findings by the City Council.

Section 2. CEQA. Under California Public Resources Code section 21080.17, the California Environmental Quality Act (“CEQA”) does not apply to the adoption of an ordinance by a city or county implementing the provisions of Chapter 13 (commencing with section 66310) of Division 1 of Title 7 of the Government Code, which is California’s 1416

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ADU law and which also regulates JADUs. Therefore, the Ordinance is statutorily exempt from CEQA in that the Ordinance implements the State’s ADU law.

Section 3. Required Findings. In accordance with Section 15.78.050(E) of the Aliso Viejo Municipal Code, the City Council hereby finds as follows:

1. Public Welfare. Adoption of this Ordinance will not create conditions materially detrimental to the public health, safety, and general welfare as it simply updates the AVMC to comply with state law requirements governing the construction of ADUs and JADUs in the City. Adoption of this Ordinance is also consistent with—and contemplated by—the City’s Sixth Cycle Housing Element, the adoption of which the City Council determined will not create conditions materially detrimental to the public health, safety, and general welfare.

2. General Plan. The Ordinance is, as a matter of law, consistent with the City’s General Plan pursuant to Government Code Section 66314(c) and 66319.

Section 4. Code Amendments. Section 15.14.080 of the Aliso Viejo Municipal Code is hereby amended and restated to read in its entirety as provided in Exhibit “A,” attached hereto and incorporated herein by reference.

Section 5. Effective Date. This Ordinance takes effect 30 days following its adoption.

Section 6. Submittal to HCD. The City Clerk shall submit a copy of this Ordinance to the Department of Housing and Community Development within 60 days after adoption.

Section 7. Severability. If any provision of this Ordinance or its application to any person or circumstance is held to be invalid by a court of competent jurisdiction, such invalidity has no effect on the other provisions or applications of the Ordinance that can be given effect without the invalid provision or application, and to this extent, the provisions of this Ordinance are severable. The City Council declares that it would have adopted this Ordinance irrespective of the invalidity of any portion thereof.

Section 8. City Clerk’s Certification. The City Clerk shall certify to the adoption of this Ordinance and cause the same to be posted at the duty designated posting places within the City and published once within 15 days after passage and adoption as required by law; or, in the alternative, the City Clerk may cause to be published a summary of this Ordinance in the Office of the City Clerk five days prior to the date of adoption of this Ordinance, and, within 15 days after adoption, the City Clerk shall cause to be published the aforementioned summary and shall post a certified copy of this Ordinance, together with the vote for and against the same, in the Office of the City Clerk. 1417

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PASSED, APPROVED AND ADOPTED this 4th day of September, 2024. __________________________
Mike Munzing
Mayor
APPROVED AS TO FORM: ATTEST:

__________________________ __________________________
Scott C. Smith, City Attorney Lauren Torres, Deputy City Clerk 1418

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STATE OF CALIFORNIA )
COUNTY OF ORANGE ) ss.

CITY OF ALISO VIEJO )
I, LAUREN TORRES, Deputy City Clerk of the City of Aliso Viejo, California, DO HEREBY CERTIFY that foregoing Ordinance No. 2024-__ duly passed and adopted by the City Council of the City of Aliso Viejo at their regular meeting held on the 4th day of September 2024, by the following roll call vote, to wit:

AYES:

NOES:

ABSENT:
___________________________

LAUREN TORRES

DEPUTY CITY CLERK
(SEAL)
I hereby certify that the foregoing is the original of Ordinance No. 2024-___ duly passed and adopted by the Aliso Viejo City Council at its regular meeting held September 4, 2024, and that the Summary of the Ordinance was published on _________, 2024 and _________, 2024 in the Laguna Niguel News.
___________________________

LAUREN TORRES

DEPUTY CITY CLERK
(SEAL)
1419

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EXHIBIT “A”
Amended AVMC Section 15.14.080

15.14.080 Accessory dwelling units.

A. Purpose. The purpose of this section is to allow and regulate accessory dwelling units (ADUs) and junior accessory dwelling units (JADUs) in compliance with California Government Code Sections 66310 through 66342.

B. Effect of Conforming. An ADU or JADU that conforms to the standards in this section will not be:

1. Deemed to be inconsistent with the city’s general plan and zoning designation for the lot on which the ADU or JADU is located.

2. Deemed to exceed the allowable density for the lot on which the ADU or JADU is located.

3. Considered in the application of any local ordinance, policy, or program to limit residential growth.

4. Required to correct a nonconforming zoning condition, as defined in subsection (C.7) below. This does not prevent the city from enforcing compliance with applicable building standards in accordance with California Health and Safety Code Section 17980.12.

C. Definitions. As used in this section, terms are defined as follows:

1. “Accessory dwelling unit” or “ADU” means an attached or a detached residential dwelling unit that provides complete independent living facilities for one or more persons and is located on a lot with a proposed or existing primary residence. An accessory dwelling unit also includes the following:
a. An efficiency unit, as defined by California Health and Safety Code Section 17958.1; and
b. A manufactured home, as defined by California Health and Safety Code Section 18007.

2. “Accessory structure” means a structure that is accessory and incidental to a dwelling located on the same lot.

3. “Complete independent living facilities” means permanent provisions for living, sleeping, eating, cooking, and sanitation on the same parcel as the single-family or multifamily dwelling is or will be situated. 1420

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4. “Efficiency kitchen” means a kitchen that includes all of the following:
a. A cooking facility with appliances;
b. A food preparation counter and storage cabinets that are of reasonable size in relation to the size of the JADU.

5. “Junior accessory dwelling unit” or “JADU” means a residential unit that satisfies all of the following:
a. It is no more than 500 square feet in size.
b. It is contained entirely within an existing or proposed single-family structure; An enclosed use within the residence, such as an attached garage, is considered to be a part of and contained within the singlefamily structure. c. It includes its own separate sanitation facilities or shares sanitation facilities with the existing or proposed single-family structure. d. If the unit does not include its own separate bathroom, then it contains an interior entrance to the main living area of the existing or proposed single-family structure
e. It includes an exterior entrance that is separate from the main entrance to the primary dwelling.
f. It includes an efficiency kitchen, as defined in subsection (C.4) above.

6. “Living area” means the interior habitable area of a dwelling unit, including basements and attics, but does not include a garage or any accessory structure.

7. “Nonconforming zoning condition” means a physical improvement on a property that does not conform with current zoning standards.

8. “Passageway” means a pathway that is unobstructed clear to the sky and extends from a street to one entrance of the ADU or JADU.

9. “Proposed dwelling” means a dwelling that is the subject of a permit application and that meets the requirements for permitting.

10. “Public transit” means a location, including, but not limited to, a bus stop or train station, where the public may access buses, trains, subways, and other 1421

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forms of transportation that charge set fares, run on fixed routes, and are available to the public.

11. “Tandem parking” means that two or more automobiles are parked on a driveway or in any other location on a lot, lined up behind one another.

D. Applications.

1. An application for an ADU that is subject only to a building permit under subsection (E) below shall be submitted to the building division. Site plans, floor plans, and elevations shall be submitted with the application and documents required for submittal to the building division.

3. Upon receipt of an application for a DRP, the City will provide written notice via email to the applicable HOA on record, if any, that includes the project address and description. Irrespective of this notification requirement, all applications to create an ADU or JADU will be considered and approved ministerially, without discretionary review or a hearing.

E. Approvals – Building-Permit Only. If any ADU or JADU complies with each of the general requirements in subsection (H) below, it is allowed with only a building permit in the following scenarios:

1. Converted on Single-family Lot. One ADU as described in this subsection (E.1) and one JADU on a lot with a proposed or existing single-family dwelling on it, where the ADU or JADU:
a. Is either: within the space of a proposed single-family dwelling; within the existing space of an existing single-family dwelling; or (in the case of an ADU only) within the existing space of an accessory structure, plus up to 150 additional square feet if the expansion is limited to accommodating ingress and egress; and
b. Has exterior access that is independent of that for the single-family dwelling; and
c. Has side and rear setbacks sufficient for fire and safety, as dictated by applicable building and fire codes.
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d. The JADU complies with the requirements of Government Code sections 66333 through 66339.

2. Limited Detached on Single-family Lot. One detached, new construction ADU on a lot with a proposed or existing single-family dwelling (in addition to any JADU that might otherwise be established on the lot under subsection (E.1) above), if the detached ADU satisfies each of the following limitations:
a. The side- and rear-yard setbacks are at least four feet; b. The total floor area is 800 square feet or smaller; and c. The peak height above grade does not exceed the applicable height limit in subsection (H.2) below.

3. Converted on Multifamily Lot. One or more ADUs within portions of existing multifamily dwelling structures that are not used as livable space, including but not limited to storage rooms, boiler rooms, passageways, attics, basements, or garages, if each converted ADU complies with state building standards for dwellings. Under this subsection (E.3), at least one converted ADU is allowed within an existing multifamily dwelling, up to a quantity equal to 25 percent of the existing multifamily dwelling units.

4. Limited Detached on Multifamily Lot. No more than two detached ADUs on a lot that has an existing or proposed multifamily dwelling if each detached ADU satisfies both of the following limitations:
a. The side- and rear-yard setbacks are at least four feet. If the existing multifamily dwelling has a rear or side yard setback of less than four feet, the city will not require any modification to the existing setbacks as a condition of approving the ADU; and
b. The peak height above grade does not exceed the applicable height limit provided in subsection (H.2) below.

F. Approvals. - Development Review Permit (DRP).

1. Except as allowed under subsection (E) above, no ADU may be created without both a building permit and a DRP permit in compliance with the standards set forth in subsections (H) and (I) below.

2. The city may charge a fee to reimburse it for costs incurred in processing DRP permit, including the costs of adopting or amending the city’s ADU ordinance. The DRP-permit processing fee is determined by the planning director and approved by the city council by resolution. 1423

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G. Process and Timing.

1. An application to create an ADU or JADU under this section will be considered and approved ministerially, without discretionary review or a hearing.

2. The city must approve or deny an application to create an ADU or JADU within 60 days from the date that the city receives a completed application if there is an existing single-family or multifamily dwelling on the lot. If the city has not approved or denied the completed application within 60 days, the application is deemed approved unless either:
a. The applicant requests a delay, in which case the 60-day time period is tolled for the period of the requested delay; or
b. When an application to create an ADU or JADU is submitted with a permit application to create a new single-family or multifamily dwelling on the lot, the city may delay acting on the permit application for the ADU or JADU until the city acts on the permit application to create the new single-family or multifamily dwelling, but the application to create the ADU or JADU will still be considered ministerially without discretionary review or a hearing.

3. If the city denies an application to create an ADU or JADU, the city must provide the applicant with comments that include, among other things, a list of all the defective or deficient items and a description of how the application may be remedied by the applicant. Notice of the denial and corresponding comments must be provided to the applicant within the 60-day time period established by subsection (G.2) above.

4. A demolition permit for a detached garage that is to be replaced with an ADU is reviewed with the application for the ADU and issued at the same time.

H. General ADU and JADU Requirements. The following requirements apply to all ADUs and JADUs that are approved under subsections (E) and (F) above:

1. Zoning.
a. An ADU or JADU subject only to a building permit under subsection (E) above may be created on a lot in a residential or mixed-use zone. b. An ADU or JADU subject to a DRP permit under subsection (F) above may be created on a lot that is zoned to allow single-family dwelling residential use or multifamily dwelling residential use. 1424

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2. Height.
a. Except as otherwise provided by subsections (H.2.b) or (H.2.c) below, a detached ADU created on a lot with an existing or proposed single family or multifamily dwelling unit may not exceed 16 feet in height.
b. A detached ADU may be up to 18 feet in height if it is created on a lot with an existing or proposed single family or multifamily dwelling unit that is located within one-half mile walking distance of a major transit stop or a high quality transit corridor, as those terms are defined in Section 21155 of the Public Resources Code, and the ADU may be up to two additional feet in height (for a maximum of 20 feet) if necessary to accommodate a roof pitch on the ADU that is aligned with the roof pitch of the primary dwelling unit. c. A detached ADU created on a lot with an existing or proposed multifamily dwelling that has more than one story may not exceed 18 feet in height.
d. An ADU that is attached to the primary dwelling may not exceed 25 feet in height or the height limitation imposed by the underlying zone that applies to the primary dwelling, whichever is lower.

Notwithstanding the foregoing, ADUs subject to this subsection (H.2.d) may not exceed two stories.
e. For purposes of this subsection (H.2), height shall be measured as defined in the California Building Code.

3. Fire Sprinklers.
a. Fire sprinklers, approved by Orange County Fire Authority (OCFA), are required in an ADU if sprinklers are required in the primary residence when constructed.
b. The construction of an ADU does not trigger a requirement for fire sprinklers to be installed in the existing primary dwelling.

4. Rental Term. No ADU or JADU may be rented for a term that is shorter than 30 days. This prohibition applies regardless of when the ADU or JADU was created.

5. No Separate Conveyance. An ADU or JADU may be rented, but, except as otherwise provided in Government Code section 66341, no ADU or JADU may be sold or otherwise conveyed separately from the lot and the 1425

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primary dwelling (in the case of a single-family lot) or from the lot and all of the dwellings (in the case of a multifamily lot).

6. Septic System. If the ADU or JADU will connect to an existing on-site water-treatment system serving the property, the owner must include with the application a percolation test completed within the last five years or, if the percolation test has been recertified, within the last 10 years. If the property on which the ADU or JADU is constructed does not utilize an onsite water treatment system, nothing in this section authorizes an ADU or JADU to utilize an on-site water-treatment system.

7. Owner Occupancy.
a. JADUs are subject to an owner-occupancy requirement. A natural person with legal or equitable title to the property must reside on the property, in either the primary dwelling or JADU, as the person’s legal domicile and permanent residence. However, the owner-occupancy requirement of this subsection does not apply if the property is entirely owned by another governmental agency, land trust, or housing organization.

8. Deed Restriction. Prior to issuance of a building permit for a JADU, a deed restriction must be recorded against the title of the property in the county recorder’s office and a copy filed with the director. The deed restriction must run with the land and bind all future owners. The form of the deed restriction will be provided by the city and must provide that:
a. The JADU may not be sold separately from the primary dwelling. b. The JADU is restricted to the approved size and to other attributes allowed by this section.
c. The deed restriction runs with the land and may be enforced against future property owners.
d. The deed restriction may be removed if the owner eliminates the JADU, as evidenced by, for example, removal of the kitchen facilities.

To remove the deed restriction, an owner may make a written request of the director, providing evidence that the JADU has in fact been eliminated. The director may then determine whether the evidence supports the claim that the JADU has been eliminated.

Appeal may be taken from the director’s determination consistent with other provisions of this code. If the JADU is not entirely physically removed, but is only eliminated by virtue of having a necessary component of a JADU removed, the remaining structure 1426

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and improvements must otherwise comply with applicable provisions of this code.
e. The deed restriction is enforceable by the director or his or her designee for the benefit of the city. Failure of the property owner to comply with the deed restriction may result in legal action against the property owner, and the city is authorized to obtain any remedy available to it at law or equity, including, but not limited to, obtaining an injunction enjoining the use of the JADU in violation of the recorded restrictions or abatement of the illegal unit.

9. Building & Safety.
a. Must comply with building code. Subject to subsection (H.9.b) below, all ADUs and JADUs must comply with all local building code requirements.
b. No change of occupancy. Construction of an ADU does not constitute a Group R occupancy change under the local building code, as described in Section 310 of the California Building Code, unless the building official or Code Enforcement Division officer makes a written finding based on substantial evidence in the record that the construction of the ADU could have a specific, adverse impact on public health and safety. Nothing in this subsection (H.9.b) prevents the city from changing the occupancy code of a space that was uninhabitable space or that was only permitted for
nonresidential use and was subsequently converted for residential use in accordance with this section.

I. Specific DRP Requirements. The following requirements apply only to ADUs that require a DRP permit under subsection (F) above:

1. Maximum Size.
a. The maximum size of a detached or attached ADU subject to this subsection (I) is 850 square feet for a studio or one-bedroom unit and 1,000 square feet for a unit with two or more bedrooms. b. An attached ADU that is created on a lot with an existing primary dwelling is further limited to 50 percent of the floor area of the existing primary dwelling.
c. Application of other development standards in this subsection (I), such as FAR or lot coverage, might further limit the size of the ADU, but no application of FAR, lot coverage, open space, or the 1427

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percentage-based size limit in subsection (I.1.b) above may require the ADU to be less than 800 square feet.

2. Setback. ADUs subject to this subsection (I) shall comply with the following setbacks:
a. Front-yard setbacks.
i. Subject to subsection (I.2.a.ii) below, no part of any ADU subject to this subsection (I) may be located within 10 feet of a front property line or have a front yard setback that is less than the primary dwelling.
ii. If a front yard setback is the only location on the lot where an ADU may be lawfully constructed, then the ADU may
encroach into a required front yard setback as necessary to enable the construction of an 800 square foot unit.
b. An ADU that is subject to this subsection (I) must conform to 4-foot side-and rear-yard setbacks.
c. No setback is required for an ADU that is subject to this subsection (I) if the ADU is constructed in the same location and to the same dimensions as an existing structure.

3. Lot Coverage. No ADU subject to this subsection (I) may cause the total lot coverage of the lot to exceed 75 percent, subject to subsection (I.1.c).

4. Minimum Open Space. For multifamily residential projects, no ADU subject to this subsection (I) may cause the total percentage of open space of the development to fall below 25 percent, subject to subsection (I.1.c).

5. Passageway. No passageway, as defined in subsection (C.8) above, is required for an ADU.

6. Parking.
a. Generally. One off-street parking space is required for each ADU.

The parking space may be provided in setback areas or as tandem parking, as defined in subsection (C.11) above. No parking is required for a JADU.
b. Exceptions. No parking under subsection (I.6.a) above is required in the following situations:
1428

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i. The ADU is located within one-half mile walking distance of public transit, as defined in subsection (C.10) above.
ii. The ADU is located within an architecturally and historically significant historic district.
iii. The ADU is part of the proposed or existing primary residence or an accessory structure.
iv. When on-street parking permits are required but not offered to the occupant of the ADU.
v. When there is an established car share vehicle stop located within one block of the ADU.
vi. When the permit application to create an ADU is submitted with an application to create a new single-family or new multifamily dwelling on the same lot, provided that the ADU or the lot satisfies any other criteria listed in subsections (I.6.b.i) through (I.6.b.v) above.
c. No Replacement. When a garage, carport, or covered parking structure is demolished in conjunction with the construction of an ADU or converted to an ADU, those off-street parking spaces for the primary residence are not required to be replaced. Parking for the ADU will apply under subsections (I.6.a) and (I)(6)(b) above.

7. Architectural Requirements.
a. The materials and colors of the exterior walls and roof must match those of the primary dwelling.
b. The roof slope must match that of the dominant roof slope of the primary dwelling. The dominant roof slope is the slope shared by the largest portion of the roof.
c. The exterior lighting must be designed or shielded to direct lights downward or as otherwise required by the building or fire code. d. The ADU must have an independent exterior entrance, apart from that of the primary dwelling.
e. All windows located less than 30 feet from a property line that is not a public right-of-way line must utilize obscure glass, such as frosted, patterned, bubble effect, ribbed, or other similar design. 1429

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f. Mechanical equipment may not be placed within four feet of an adjacent property.

J. Fees. The following requirements apply to all ADUs that are approved under subsections (E) and (F) above.

1. Impact Fees.
a. No impact fee is required for an ADU that is less than 750 square feet in size. For purposes of this subsection (J.1), “impact fee” means a “fee” under the Mitigation Fee Act (Gov. Code § 66000(b)) and a fee under the Quimby Act (Gov. Code § 66477). “Impact fee” here does not include any connection fee or capacity charge for water or sewer service.
b. Any impact fee that is required for an ADU that is 750 square feet or larger in size must be charged proportionately in relation to the square footage of the primary dwelling unit (E.g., the floor area of the ADU, divided by the floor area of the primary dwelling, times the typical fee amount charged for a new dwelling).

2. Utility Fees.
a. If an ADU is constructed with a new single-family home, a separate utility connection directly between the ADU and the utility and payment of the normal connection fee and capacity charge for a new dwelling are required.
b. Except as described in subsection (J.2.a), converted ADUs on a single-family lot that are created under subsection (E.1) above are not required to have a new or separate utility connection directly between the ADU and the utility. Nor is a connection fee or capacity charge required.
c. Except as described in subsection (J.2.a), all ADUs not covered by subsection (J.2.b) require a new, separate utility connection directly between the ADU and the utility.
i. The connection is subject to a connection fee or capacity charge that is proportionate to the burden created by the ADU, based on either the floor area or the number of drainagefixture units (DFU) values, as defined by the Uniform Plumbing Code, upon the water or sewer system.
ii. The portion of the fee charged by the city may not exceed the reasonable cost of providing this service.
1430

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K. Nonconforming Zoning Code Conditions, Building Code Violations, and Unpermitted Structures.

1. Generally. The city will not deny an ADU or JADU application due to a nonconforming zoning condition, building code violation, or unpermitted structure on the lot that does not present a threat to the public health and safety and that is not affected by the construction of the ADU or JADU.

2. Unpermitted ADUs constructed before 2018.
a. Permit to Legalize. As required by state law, the city may not deny a permit to legalize an existing but unpermitted ADU that was constructed before January 1, 2018, if denial is based on either of the following grounds:
i. The ADU violates applicable building standards, or
ii. The ADU does not comply with the state ADU law or this ADU ordinance (section 15.14.080).
b. Exceptions:
i. Notwithstanding subsection (K.2.a) above, the city may deny a permit to legalize an existing but unpermitted ADU that was constructed before January 1, 2018, if the city makes a finding that correcting a violation is necessary to protect the health and safety of the public or of occupants of the structure. ii. Subsection (K.2.a) above does not apply to a building that is deemed to be substandard in accordance with California
Health and Safety Code section 17920.3.

L. Nonconforming ADUs and Discretionary Approval. Any proposed ADU or JADU that does not conform to the objective standards set forth in subsections (A) through (K) of this section may be allowed by the city with a conditional use permit, in accordance with the other provisions of this title.
1431
City of Aliso Viejo

AGENDA ITEM
DATE: September 18, 2024
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 August 16, 2024, and August 29, 2024, in the amount of $369,195.66.

Fiscal Impact:

Expenditures in the amount of $369,195.66.

Background:

The City issues accounts payable checks on a bi-weekly basis and presents it to City Council for ratification at its next regularly scheduled City Council meeting.

Discussion:

The attached registers containing checks and electronic funds transfers issued between August 16, 2024, and August 29, 2024, for $369,195.66, 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
1432
Accounts Payable
Vendor Name Description (Item) Amount
101 - GENERAL FUND
UNITED OF OMAHA LIFE INSURANCE CO. SEP'24 LIFE INSURANCE 1,489.16 PV MAINTENANCE INC JUL'24 AV CHRISTIAN SCHOOL PAINT SPILL_1 ORION_PVM 33,335.02 CALPERS HEALTH SEP'24 CALPERS HEALTH PREMIUM 21,744.64
CALPERS HEALTH SEP'24 HEALTH PREMIUM - RC 2,195.87
CALPERS HEALTH SEP'24 HEALTH PREMIUM PEMHCA MINIMUM - RC 157.00 RJM DESIGN GROUP INC APR'24 LANDSCAPE PLAN REVIEW SERVICES - AVALON BAY 341.05 CIVIL SOURCE, AN NV5 COMPANY JUL'24 KAISER GRADING PLAN CHECK 3,075.00 CIVIL SOURCE, AN NV5 COMPANY JUL'24 ST MARYS GRADING PLAN CHECK 270.00 DE NOVO PLANNING GROUP CEQA PROFESSIONAL SERVICES 599.00 CHARLES ABBOTT ASSOC INC JUL'24 AVALON BAY - R. BEIMER 1,015.00 CHARLES ABBOTT ASSOC INC JUL'24 KAISER - R. BEIMER 580.00 CHARLES ABBOTT ASSOC INC JUL'24 ST. MARYS - S.WILSON 190.00 CHARLES ABBOTT ASSOC INC JUL'24 CITY LIGHTS GRADING - R. BRUNELL 525.00 CHARLES ABBOTT ASSOC INC JUL'24 ATT - R. BRUNELL 105.00 CHARLES ABBOTT ASSOC INC JUL'24 ST MARYS GRADING - R. BRUNELL 525.00 CHARLES ABBOTT ASSOC INC JUL'24 ALISO CREEK GRADING - R. BRUNELL 813.75 CHARLES ABBOTT ASSOC INC JUL'24 SCE - R. BRUNELL 288.75 CHARLES ABBOTT ASSOC INC JUL'24 MNWD - R. BRUNELL 446.25 CHARLES ABBOTT ASSOC INC JUL'24 COX - R. BRUNELL 105.00 CHARLES ABBOTT ASSOC INC JUL'24 FERREIRA - R. BRUNELL 157.50 POWER CUSTOMBUILDERS INC CD-2024-00076_35 PLATEAU_POWER CUSTOMBUILDERS INC 500.00 68,457.99

CITY COUNCIL
ORANGE COUNTY FIRE AUTHORITY FOUNDATION RC 7/11 BEST & BRAVEST EVENT 50.00 AT&T 7/17/24-8/16/24 CITY COUNCIL PHONE LINES 237.23
STAPLES ADVANTAGE JUL'24 CC OFFICE SUPPLIES - CCOUNCIL 46.08 CITY COUNCIL TOTAL: 333.31

CITY MANAGER
CALPERS HEALTH SEP'24 PG-HEALTH PREMIUM 157.00
AT&T 7/17/24-8/16/24 HR PHONE 50.47
AT&T 7/17/24-8/16/24 CITY MANAGER PHONE 45.43
CITY MANAGER TOTAL: 252.90

ECONOMIC DEVELOPMENT
COSTAR REALTY INFORMATION, INC 8/1/24-7/31/25 COMMERCIAL REAL ESTATE SUBSCRIPTION 5,200.92 ECONOMIC DEVELOPMENT TOTAL: 5,200.92

HUMAN RESOURCES
GVP VENTURES, INC CITY MANAGER RECRUITMENT - REIMBURSEABLE COSTS 382.38 GVP VENTURES, INC CITY MANAGER RECRUITMENT - FIXED FEE 3,200.00 STAPLES ADVANTAGE JUL'24 HR OFFICE SUPPLIES 12.27
HUMAN RESOURCES TOTAL: 3,594.65

CITY CLERK
CALIFORNIA NEWSPAPERS PARTNERSHIP REF0011663363 - 7/11 NOTICE OF ELECTION-SPANISH 221.44 CALIFORNIA NEWSPAPERS PARTNERSHIP REF0011660384 - 7/11 NOTICE OF ELECTION-ENGLISH 191.91 STAPLES ADVANTAGE JUL'24 CCK OFFICE SUPPLIES 33.92
STAPLES ADVANTAGE JUL'24 CCK OFFICE SUPPLIES - ELECTION 62.37 CITY CLERK TOTAL: 509.64

CITY ATTORNEY
BEST BEST & KRIEGER JUL'24 BBK CELLULAR 3,022.50
BEST BEST & KRIEGER JUL'24 BBK LITIGATION - CC 162.50
BEST BEST & KRIEGER JUL'24 BBK GENERAL RETAINER LEGAL SERVICES 24,150.00 BEST BEST & KRIEGER JUL'24 BBK LABOR & EMPLOYMENT (SPECIALIZED) 682.50 BEST BEST & KRIEGER JUL'24 NPDES NEW PERMIT (NON-RETAINER) 375.70 BEST BEST & KRIEGER JUL'24 BBK GENERAL LITIGATION 1,363.77 CITY ATTORNEY TOTAL: 29,756.97
1433
Vendor Name Description (Item) Amount

FINANCE
CALPERS HEALTH SEP'24 CALPERS ADMIN FEE 56.86
CALPERS HEALTH SEP'24 CALPERS ADMIN FEE 5.65
US BANK PURCHASING CARD PROGRAM AE 3/20 CREDIT - REFUND CREDIT CARD SERVICE FEE (0.03) US BANK PURCHASING CARD PROGRAM AE 7/12 FY 24-25 CAPPO MEMBERSHIP 145.00 US BANK PURCHASING CARD PROGRAM AE 7/18 FY 24-25 GFOA MEMBERSHIP 305.00 US BANK PURCHASING CARD PROGRAM AE 7/17 RUBBERS STAMP AND BUTTON COMPANY - STAMPS 62.22 HDL COREN & CONE JUL-SEP'24 PROPERTY TAX CONTRACT SERVICES 3,979.95 HINDERLITER DE LLAMAS & ASSOCIATES JUL-SEP'24 SALES TAX CONTRACT SERVICE 1,758.54 HINDERLITER DE LLAMAS & ASSOCIATES JUL-SEP'24 SALES TAX RECOVERY SERVICE 718.63 FINANCE TOTAL: 7,031.82

INFORMATION TECHNOLOGY
AT&T 7/22/24-8/21/24 CH AT&T CALNET ALARM/POTS LINE 3,768.25 AT&T 7/17/24-8/16/24 FLEET COMPLETE GPS 202.32
AT&T 7/17/24-8/16/24 EOC PHONES LINES 109.56
AT&T 7/17/24-8/16/24 CITY HALL MIFI 160.28
AT&T 7/17/24-8/16/24 EOC MIFI 160.96
ENVIRONMENTAL SYSTEMS RESEARCH INSTITUTE INC 8/01/24-7/31/25 ARCCGIS ANNUAL SUBSCRIPTIONS 3,310.00 SHI INTERNATIONAL CORP FY24-25 SENTINEL ONE END POINT PROTECTION 8,721.75 SHI INTERNATIONAL CORP 2/26/24-2/25/25 BARRACUDA WEB SECURITY ANNUAL SUBS 23,500.89 SHI INTERNATIONAL CORP 8/25/24-8/24/25 MANAGE ENGINE OS DEPLOYER ANNUAL 1,785.00 SHI INTERNATIONAL CORP 8/13/24-8/12/25 CH ADOBE LICENSE 7,728.25 US BANK PURCHASING CARD PROGRAM IA 7/28 EOC YOUTUBE SUBSCR 72.99 US BANK PURCHASING CARD PROGRAM IA 8/10 GODADDY ALISOVIEJOCENTER.COM DOMAIN RENEW 44.34 US BANK PURCHASING CARD PROGRAM IA 7/23 GOTOCOM WEBINAR 1,068.00 US BANK PURCHASING CARD PROGRAM IA 8/16 WAITWHILE SUBSCRIPTION 196.00 US BANK PURCHASING CARD PROGRAM IA 8/2 DIGITALRIVER STELLAR PHOENIX DATA RECOVERY 49.95 US BANK PURCHASING CARD PROGRAM IA 8/9 GODADDY WEB SECURITY 23.88 US BANK PURCHASING CARD PROGRAM IA 7/30 MICRO CENTER 337.14 TANGENT COMPUTERS INC 8/23/24-9/22/24 CH O365 LICENSING AND SUPPORT 3,000.00 INFORMATION TECHNOLOGY TOTAL: 54,239.56

NON-DEPARTMENTAL
CERTIFIED RECORDS MANAGEMENT AUG'24 - RECORDS OFF SITE STORAGE 425.43 RICOH USA SEP'24 RICOH C5300S COPY ROOM LEASE (2624)-PRINCIP 612.58 RICOH USA SEP'24 RICOH C5300S COPY ROOM LEASE(2624)-INTEREST 81.62 VANTIS MAINTENANCE CORPORATION SEP'24 38 COLONIAL WAY HOA FEES 374.79 CIVICPLUS LLC 8/31/24-8/30/25 CIVICPLUS MAINT & HOSTING 6,022.88 RICOH USA AUG'24 RICOH 2504 BACK OFFICE PRINTS (4542) 82.03 CINTAS CORPORATION NO. 2 AUG'24 CH & STE 200 FIRST AID SUPPLIES 198.74 STAPLES ADVANTAGE JUL'24 COPY&BREAKROOM SUPPLIES NON DEPARTMENTAL 229.81 NIEVES LANDSCAPE INC JUL'24 LANDSCAPE MAINTENANCE VISTA PARK 1,064.97 QUADIENT FINANCE USA, INC QUADIENT POSTAGE 8/9/24 500.00 KYRSTI NICOLE ASHMALL JUL'24-5.15 HRS-PIO/MAYORS OUTREACH 463.50 US BANK PURCHASING CARD PROGRAM EM 7/18 BLISS CW - F150 CAR WASH 35.00 CALIFORNIA JPIA FY24-25 POLLUTION LIABILITY INSURANCE 2,226.00 QUADIENT LEASING USA INC 5/29/24-8/28/2024 POSTAGE MACHINE LEASE 590.39 NON-DEPARTMENTAL TOTAL: 12,907.74
C. S. ADMINISTRATION
DP TRADING INC 2024 VETERANS LAPEL PINS 231.00
CALPERS HEALTH SEP'24 DP-HEALTH PREMIUM 157.00
CALPERS HEALTH SEP'24 HW-HEALTH PREMIUM 157.00
ADVANTAGE MAILING, LLC FALL 2024 BROCHURE 32 PAGE SELF COVER 12,764.41 CABCO YELLOW INC JUL'24 SMP FUND R&CS CONTRIB TRANSPORTATION SVC 784.00 C. S. ADMINISTRATION TOTAL: 14,093.41

IGLESIA PARK
NIEVES LANDSCAPE INC JUL'24 LANDSCAPE MAINTENANCE IGLESIA PARK 7,085.61 NIEVES LANDSCAPE INC AUG'24 LANDSCAPE MAINTENANCE -IRRIGATION IGLESIA 40.00 IGLESIA PARK TOTAL: 7,125.61

IGLESIA BUILDING
SONITROL ORANGE COUNTY LLC SEP'24 IGLESIA ACCESS CONTROL 52.39 CONSOLIDATED ELECTRICAL DISTRIBUTORS, INC JUL'24 IGLESIA LIGHT SWITCHES 417.04 IGLESIA BUILDING TOTAL: 469.43
1434
Vendor Name Description (Item) Amount

IGLESIA PARK COMMUNITY CENTER
BOYS & GIRLS CLUB OF CAPISTRANO VALLEY JUL'24 ELEMENTARY & TEEN KEYSTONE PROGRAM 20,000.00 IGLESIA PARK COMMUNITY CENTER TOTAL: 20,000.00

PLANNING
CALIFORNIA NEWSPAPERS PARTNERSHIP REF0011663646 - 7/25 PH ADU & JADU ORD 287.86 CALPERS HEALTH SEP'24 MF-HEALTH PREMIUM 157.00
ATLAS PLANNING SOLUTIONS JUL'24 SAFETY ELEMENT UPDATE 7,010.00 US BANK PURCHASING CARD PROGRAM SK 8/08 CA BLDG TRAINING -CN 95.00 PLANNING TOTAL: 7,549.86

BUILDING
US BANK PURCHASING CARD PROGRAM SK 8/08 CA BLDG TRAINING - CN 1,000.00 BUILDING TOTAL: 1,000.00

CODE ENFORCEMENT
US BANK PURCHASING CARD PROGRAM AE 7/17LIFE STORAGE-7/8/24-8/7/24 CODE ENFORCEMENT 631.20 US BANK PURCHASING CARD PROGRAM SK 8/12 LIFE STORAGE FOR CONFISCATED TACO STAND 631.20 CODE ENFORCEMENT TOTAL: 1,262.40

ENGINEERING (GENERAL)
PV MAINTENANCE INC JUL'24 WAREHOUSE LEASE 1,035.00
PV MAINTENANCE INC AUG'24 WAREHOUSE LEASE 1,035.00
QUANG LE AUG'24 SOUTH OCC ENG MEETING REIMB - QL 26.00
MURPHY SWITCH OF CA AUG'24 MURCAL IOT SMARTCOMMAND MONITORING SERVICE 450.00 AT&T 7/17/24-8/16/24 PUBLIC WORKS TABLETS 120.72
CHARLES ABBOTT ASSOC INC JUL'24 NPDES 12,097.50
CHARLES ABBOTT ASSOC INC JUL'24 SOLID WASTE SERVICES 3,545.00 ENGINEERING (GENERAL) TOTAL: 18,309.22

STREET MAINTENANCE
CHARLES ABBOTT ASSOC INC JUL'24 STREET INVESTIGATION 6,142.50 STREET MAINTENANCE TOTAL: 6,142.50

LAW ENFORCEMENT-OTHER
AT&T 7/17/24-8/16/24 PALS PHONE LINE 45.43
STAPLES ADVANTAGE JUL'24 POLICE SERVICES OFFICE SUPPLIES 123.59 LAW ENFORCEMENT-OTHER TOTAL: 169.02
GENERAL FUND TOTAL: 258,406.95
102 - GEN. FD-CITY HALL

NON-DEPARTMENTAL
SONITROL ORANGE COUNTY LLC SEP'24 CH INTRUSION DETECTION 326.54 SONITROL ORANGE COUNTY LLC SEP'24 CH ACCESS CONTROL 552.40 PACIFIC PARK II ASSOCIATION SEP'24 CH ASO ASSOCIATION DUES 502.00 NIEVES LANDSCAPE INC JUL'24 LANDSCAPE MAINTENANCE CH 701.73 THURSTON ELEVATOR CONCEPTS INC JUL'24 CH ELEVATOR MAINTENANCE 137.00 NON-DEPARTMENTAL TOTAL: 2,219.67
GEN. FD-CITY HALL TOTAL: 2,219.67
103 - GF-AV RECREATION SERVICES

RECREATION SERVICES
AT&T 7/22/24-8/21/24 AVR AT&T CALNET ALARM/POTS LINE 1,256.08 SONITROL ORANGE COUNTY LLC SEP'24 AVCENTER AND AQC ACCESS CONTROL 68.20 SONITROL ORANGE COUNTY LLC SEP'24 AVR ACCESS CONTROL 478.57 DS SERVICES OF AMERICA, INC 7/31 AVR BOTTLED WATER SERVICE 105.70 AT&T 7/17/24-8/16/24 REC TABLET 40.24
AT&T 7/17/24-8/16/24 REC PHONE LINES 181.82
JOY E. TORRES SUMMER24-SRR035/036/071/072 YOGA -15 PARTICIPANTS 1,044.00 SKYHAWKS SPORTS ACADEMY, LLC SUMMER24-SRR021/SRR022 MULTISPORT -15 PARTICIPANTS 1,296.00 MUSIC MOVES ACADEMY INC SUMMER24-SRR005 MUSIC-5 PARTICIPANTS 435.00 CAPISTRANO UNIFIED SCHOOL DISTRICT JUL'24 CUSD TRANSPORTATION - SUMMER CAMP 4,031.25 WADORYU USA INC SUMMER24-SRR039 KARATE - 1 PARTICIPANT 56.00 RONALD S. COHAN SUMMER24-SRR077 TAI CHI - 19 PARTICIPANTS 513.00 ROUND STAR WEST, LLC SUMMER24-SRR014 SOCCER - 4 PARTICIPANTS 300.00 KIMBERLY DOWNEY ESMOND SUMMER24-SRR002/SRR025/SRR026 DANCE-10 PARTICIPANT 531.00 FITNESS WITH FLAVOR LLC SUMMER24-SRR047/SRR049 HIP HOP - 5 PARTICIPANTS 126.00 ANGIE DOROTHY ABAD SUMMER24-SRR059 HULA -6 PARTICIPANTS 288.00 1435
Vendor Name Description (Item) Amount
TUMBLE-N-KIDS, INC SUMMER24-SRR008-SRR010 GYMNASTICS -12 PARTICIPANTS 597.60 NIEVES LANDSCAPE INC JUL'24 LANDSCAPE MAINTENANCE AVR 2,341.86 NIEVES LANDSCAPE INC AUG'24 LANDSCAPE MAINTENANCE-IRRIGATION REPAIR AVR 726.25 BRAINSTORM STUDIOS, LLC SUMMER24-BST003 SCI/BST012 YOUTUBE-12 PARTICIPANTS 2,212.80 EPC PLAYTIME SUMMER24-EPC002 CAMP PLAYTIME - 6 PARTICIPANTS 710.40 PREMIER AQUATIC SERVICES SUMMER24-PAB010-PAK010-PAM010 SWIM -25 PARICIPANTS 6,219.75 LAURELINDA HAUKSSON SUMMER24-PAE026/035/LP/LP/052/004-32 PARTICIPANTS 3,898.20 JENNIFER BALES SUMMER24-TTS020 CAMP STAGE PLAY - 4 PARTICIPANTS 510.00 SKYHAWKS SPORTS ACADEMY, LLC SUMMER24-SKY010 FLAG FOOTBALL - 8 PARTICIPANTS 943.20 BREAKTHROUGH SPORTS LLC SUMMER24-BTS009 BASKETBALL CAMP - 11 PARTICIPANTS 1,496.40 LAURELINDA HAUKSSON SUMMER24-PAE501 ART - 11 PARTICIPANTS 1,392.60 SHI INTERNATIONAL CORP 8/13/24-8/12/25 AVR ADOBE LICENSE 2,790.00 TANGENT COMPUTERS INC 8/23/24-9/22/24 AVR O365 LICENSING AND SUPPORT 529.25 PRESTIGIOUS CLEANERS LLC 6/23-7/20 AVR LINEN DRY CLEANING 775.66 RECREATION SERVICES TOTAL: 35,894.83
GF-AV RECREATION SERVICES TOTAL: 35,894.83
203 - GAS TAX

TRAFFIC ENGINEERING
HARTZOG & CRABILL INC JUL'24 TRAFFIC SIGNAL MONITORING 3,952.50 TRAFFIC ENGINEERING TOTAL: 3,952.50

STREET MAINTENANCE
BEAR ELECTRICAL SOLUTIONS INC JUL'24 TRAFFIC SIGNAL MAINTENANCE RESPONSE 10,750.40 BEAR ELECTRICAL SOLUTIONS INC JUL'24 TRAFFIC SIGNAL MAINTENANCE ROUTINE 3,225.90 NIEVES LANDSCAPE INC JUL'24 LANDSCAPE MAINTENANCE MEDIANS 1,641.51 STREET MAINTENANCE TOTAL: 15,617.81
GAS TAX TOTAL: 19,570.31
204 - MEASURE M

GEN-MEASURE M
CABCO YELLOW INC JUL'24 M2 FUND TRANSPORTATION SVC 3,136.00 GEN-MEASURE M TOTAL: 3,136.00
MEASURE M TOTAL: 3,136.00
215 - PUBLIC SAFETY GRANTS

LAW ENFORCEMENT-OTHER
COUNTY OF ORANGE AUG'24 AUTOMATED FINGERPRINT IDENTIFICATION SYSTEM 1,518.00 LAW ENFORCEMENT-OTHER TOTAL: 1,518.00
PUBLIC SAFETY GRANTS TOTAL: 1,518.00
225 - INTEGRATED WASTE MGMT FD

GEN-TECHNOLOGY GRANTS
CHARLES ABBOTT ASSOC INC JUL'24 CAA CONTRACT SERVICES - SB1383 2,042.50 GEN-TECHNOLOGY GRANTS TOTAL: 2,042.50
INTEGRATED WASTE MGMT FD TOTAL: 2,042.50
261 - CITY FAC.-AQUATIC CENTER
PREMIER AQUATIC SERVICES FY23-24 AQC RETENTION PAYMENT 14,499.60 14,499.60

GEN-AQUATIC CENTER
KNORR SYSTEMS INC AQC POOL COVER WARRANTY REPLACEMENT SHIPPING 715.10 PREMIER AQUATIC SERVICES FY23-24 MANAGEMENT FEE BALANCE DUE 4.00 PREMIER AQUATIC SERVICES FY23-24 MANAGEMENT INCENTIVE FEE 18,111.01 CONSOLIDATED ELECTRICAL DISTRIBUTORS, INC JUL'24 AQC SPA TIMER REPAIR AND COMPONENTS 171.39 CONSOLIDATED ELECTRICAL DISTRIBUTORS, INC AUG'24 AQC WOMENS RESTROOM LIGHTING MISC COMP 213.68 AQUATIC TECHNOLOGIES, INC EFFLUENT GAUGE REPLACEMENT ON KIDDY POOL - AQC 121.71 AQUATIC TECHNOLOGIES, INC JUL'24 POOL MAINTENANCE 2,693.00 MENDOZA BROTHERS MASONRY JUL'24 AQC EMERGENCY REPAIR - REC POOL PIPE 4,650.00 NIEVES LANDSCAPE INC JUL'24 LANDSCAPE MAINTENANCE AQC 944.42 NIEVES LANDSCAPE INC JUL'24 LANDSCAPE MAINTENANCE-IRRIGATION REPAIR AQC 623.76 HASA INC JUL'24 AQC POOL CHEMICALS - ACID 146.76
1436
Vendor Name Description (Item) Amount
HASA INC JUL'24 AQC POOL CHEMICALS - SODIUM BICARBONATE 1,076.53 HASA INC JUL'24 AQC POOL CHEMICALS - CHLORINE 1,024.28
HASA INC JUL'24 AQC POOL CHEMICALS - CHLORINE & ACID 1,412.16 GEN-AQUATIC CENTER TOTAL: 31,907.80
CITY FAC.-AQUATIC CENTER TOTAL: 46,407.40
GRAND TOTAL: 369,195.66
Fund Summary
Fund Expense Amount Payment Amount
101 - GENERAL FUND 258,406.95 258,406.95
102 - GEN. FD-CITY HALL 2,219.67 2,219.67
103 - GF-AV RECREATION SERVICES 35,894.83 35,894.83
203 - GAS TAX 19,570.31 19,570.31
204 - MEASURE M 3,136.00 3,136.00
215 - PUBLIC SAFETY GRANTS 1,518.00 1,518.00
225 - INTEGRATED WASTE MGMT FD 2,042.50 2,042.50
261 - CITY FAC.-AQUATIC CENTER 46,407.40 46,407.40
Grand Total: 369,195.66 369,195.66
1437
Accounts Payable Payable Dates: 08/16/2024 - 08/29/2024 9/6/2024 2:32:36 PM Page 6 of 7
Report Summary
Fund Summary
Fund Payment Amount
101 - GENERAL FUND 258,406.95
102 - GEN. FD-CITY HALL 2,219.67
103 - GF-AV RECREATION SERVICES 35,894.83
203 - GAS TAX 19,570.31
204 - MEASURE M 3,136.00
215 - PUBLIC SAFETY GRANTS 1,518.00
225 - INTEGRATED WASTE MGMT FD 2,042.50
261 - CITY FAC.-AQUATIC CENTER 46,407.40
Grand Total: 369,195.66
Account Summary
Account Number Account Name Payment Amount
101-1203-000 ACCOUNTS RECEIVABLE 35,530.89
101-2506-000 MEDICAL INSURANCE P… 21,901.64
101-2507-000 LIFE INSURANCE PAYABLE 1,489.16
101-2602-000 PLANNING DEPOSIT 1,955.05
101-2603-000 ENGINEERING DEPOSIT 7,081.25
101-2606-000 C & D DEPOSIT 500.00
101-4-1101-4511-000 COMMUNICATION 237.23
101-4-1101-4520-000 MTGS/CONF./TRNG & D… 50.00
101-4-1101-4601-000 SUPPLIES 46.08
101-4-1501-4206-000 MEDICAL INSURANCE 157.00
101-4-1501-4511-000 COMMUNICATION 95.90
101-4-1502-4302-000 ECONOMIC DEVELOPM… 5,200.92
101-4-1503-4309-000 OTHER CONTRACTUAL S… 3,582.38
101-4-1503-4601-000 SUPPLIES 12.27
101-4-1601-4525-000 ELECTION 475.72
101-4-1601-4601-000 SUPPLIES 33.92
101-4-2101-4304-000 LEGAL SERVICES 24,150.00
101-4-2101-4532-000 SPECIAL PROJECTS 3,705.00
101-4-2101-4701-000 NPDES 375.70
101-4-2101-4735-000 LITIGATION 1,526.27
101-4-2501-4301-000 PROFESSIONAL SERVICES 6,457.12
101-4-2501-4305-000 TECHNOLOGY SERVICES -0.03
101-4-2501-4309-000 OTHER CONTRACTUAL S… 62.51
101-4-2501-4521-000 MEMBERSHIP & DUES 450.00
101-4-2501-4601-000 SUPPLIES 62.22
101-4-3101-4305-000 TECHNOLOGY SERVICES 4,474.36
101-4-3101-4481-000 COMPUTER EXPENSE 49,765.20
101-4-3501-4301-000 PROFESSIONAL SERVICES 463.50
101-4-3501-4306-000 WEBSITE SERVICES 6,022.88
101-4-3501-4421-000 EQUIPMENT RENTAL 590.39
101-4-3501-4422-000 EQUIP RENTAL LEASE - P… 612.58
101-4-3501-4431-000 BUILDING & GROUND M… 1,439.76
101-4-3501-4471-000 RENT 425.43
101-4-3501-4512-000 POSTAGE 500.00
101-4-3501-4513-000 PRINTING 82.03
101-4-3501-4517-000 VEHICLE MAINTENANCE 35.00
101-4-3501-4522-000 INSURANCE EXPENSES 2,226.00
101-4-3501-4542-000 INTEREST EXPENSE - LEA… 81.62
101-4-3501-4601-000 SUPPLIES 428.55
101-4-4101-4206-000 MEDICAL INSURANCE 314.00
101-4-4101-4501-000 ADVERTISING & PROMO… 12,764.41
101-4-4101-4524-000 RECREATION-SENIOR TR… 784.00
101-4-4101-4527-000 REC-CITY SPECIAL EVENTS 231.00
101-4-4102-4431-000 BUILDING & GROUND M… 7,125.61
101-4-4103-4431-000 BUILDING & GROUND M… 469.43
1438
Accounts Payable Payable Dates: 08/16/2024 - 08/29/2024 9/6/2024 2:32:36 PM Page 7 of 7
Account Summary
Account Number Account Name Payment Amount
101-4-4104-4529-000 REC-YOUTH PROGRAMS 20,000.00
101-4-4401-4206-000 MEDICAL INSURANCE 157.00
101-4-4401-4513-000 PRINTING 287.86
101-4-4401-4520-000 MTGS/CONF./TRNG & D… 95.00
101-4-4401-4731-000 GENERAL PLAN 7,010.00
101-4-4402-4520-000 MTGS/CONF./TRNG & D… 1,000.00
101-4-4403-4761-000 C.S-CODE ENFORCEMENT 1,262.40
101-4-4501-4471-000 RENT 2,070.00
101-4-4501-4520-000 MTGS/CONF/TRNG & D… 26.00
101-4-4501-4612-000 OPERATING SUPPLIES 120.72
101-4-4501-4701-000 NPDES 12,547.50
101-4-4501-4702-000 AB939-SOLID WASTE 3,545.00
101-4-4503-4771-000 C.S-STREET MAINTENAN… 6,142.50
101-4-5102-4511-000 COMMUNICATION 45.43
101-4-5102-4612-000 OPERATING SUPPLIES 123.59
102-4-3501-4431-000 BUILDING & GROUND M… 2,219.67
103-4-4105-4305-000 TECHNOLOGY SERVICES 5,122.10
103-4-4105-4309-000 OTHER CONTRACTUAL S… 22,569.95
103-4-4105-4431-000 BUILDING & GROUND M… 3,068.11
103-4-4105-4511-000 COMMUNICATION 222.06
103-4-4105-4570-000 CITY CAMP EXPENSE 4,031.25
103-4-4105-4601-000 SUPPLIES 105.70
103-4-4105-4612-000 OPERATING SUPPLIES 775.66
203-4-4502-4301-000 PROFESSIONAL SERVICES 3,952.50
203-4-4503-4771-000 C.S-STREET MAINTENAN… 15,617.81
204-4-6104-4309-000 OTHER CONTRACTUAL S… 3,136.00
215-4-5102-4803-000 PUBLIC SAFETY EQUIPM… 1,518.00
225-4-6141-4309-000 OTHER CONTRACTUAL S… 2,042.50
261-2103-000 RETENTIONS PAYABLE 14,499.60
261-4-6161-7401-000 EQUIPMENT MAINTENA… 3,529.81
261-4-6161-7421-000 BUILDING & GROUND M… 6,603.25
261-4-6161-7425-000 POOL MAINTENANCE 3,659.73
261-4-6161-7451-000 MANAGEMENT FEES 18,115.01
Grand Total: 369,195.66
Project Account Summary
Project Account Key Payment Amount
**None** 332,480.66
1002SUMMERCAMP 15,990.75
1002SUMMERCLASS 6,579.20
9264520 50.00
9974570 4,031.25
ENG 2250 525.00
ENG 2252 813.75
ENG 2254 985.00
ENG 2256 3,655.00
ENG 5002 105.00
ENG 5003 105.00
ENG 5004 446.25
ENG 5005 288.75
ENG 5057 157.50
SB13834309 2,042.50
SDP-2022-0004 940.05
Grand Total: 369,195.66
1439
City of Aliso Viejo

AGENDA ITEM
DATE: September 18, 2024
TO: Mayor and City Council
FROM: Ann Eifert, Director of Financial Services/City Treasurer SUBJECT: TREASURER’S STATEMENT – JULY 2024
Recommended Action:

Receive and file the July 2024 Treasurer’s Statement.

Fiscal Impact:

No Fiscal Impact.

Background:

Per City policy, the Finance Department presents the monthly Treasurer’s Statement for the City Council’s review. This statement shows the cash balances for the various funds, with a breakdown of bank account balances, investment account balances and the effective yield earned from investments.

Discussion:

The City’s portfolio consists of investments in Certificates of Deposits, US Treasuries, US Federal Agencies, Corporate Bonds, and Local Agency Investment Fund (LAIF). All funds invested with LAIF are available for withdrawal within 24 hours.

The Treasurer’s Statement provides information regarding the City’s investment portfolio and activity during the reporting month. The City’s investment portfolio is in compliance with all government codes as well as the City’s investment policy. Interest is credited to the City’s bank account monthly and allocated among the City’s funds. The current portfolio provides sufficient cash flow liquidity to meet the upcoming operating expenses and spending requirements for the next 6 months.

Attachment:

1. July 2024 Treasurer’s Statement
1440

TREASURER'S MONTHLY CASH STATEMENT

BEGINNING TRANSFERS ENDING

BALANCE RECEIPTS DISBURSEMENTS IN (OUT) BALANCE
GENERAL FUND 1,878,198.57 $ 3,891,987.36 $ 4,242,576.83 $ - $ 1,527,609.10 $ TCRF 73,350.77 $ 73,350.77
GAS TAX FUND 1,016,711.57 $ 123,016.16 159,981.87 979,745.86 MEASURE M 1,689,796.80 $ 155,414.52 2,744.00 1,842,467.32 SB1-RMRA 896,587.35 $ 107,927.11 1,004,514.46
PUBLIC SAFETY GRANTS 283,710.29 $ 12,052.77 271,657.52 (1) AIR QUALITY IMPRVMNT FD 1,427,999.67 $ 1,427,999.67
INTEGRATED WASTE MGMT FD 208,366.06 $ 3,482.50 204,883.56 OTHER GRANTS 44,085.33 $ 44,085.33
TECHNOLOGY GRANT 365,311.82 $ 2,210.47 1,083.76 366,438.53 DEVELOPMENT IMPACT 1,377,777.33 $ 1,377,777.33
FEDERAL GRANTS (192,447.09) $ 75,947.36 9,743.32 (126,243.05) CITY FACILITY - AV CTR 179,758.92 $ 179,758.92
CITY FACILITY - AQUATIC CTR (79,236.10) $ 112,150.44 84,867.56 (51,953.22) STREET IMPROVEMENTS $ 907.80 907.80 (2)
CAPITAL IMPROVEMENTS 65,014.45 $ 36,774.57 28,239.88 (2) STORM WATER (3,923.42) $ 5,064.42 1,141.00 - (2)
COP CAPITAL - $ - (2)
COP - $ -
AV RANCH FOUNDATION 100.00 $ 100.00
CFD 2005-01 (7,299.87) $ 30,909.52 23,609.65 0.00
RENEWABLE FARMS 2,699.52 $ 2,699.52
COMMUNITY TRUST 5,562.68 $ 5,562.68
TOTALS 9,233,032.45 $ 4,504,627.36 $ 4,578,057.83 $ - $ 9,159,601.98 $ SUMMARY OF CASH:

DEMAND DEPOSITS: GENERAL ACCOUNT 1,833,782.31 $
INVESTMENTS: LOCAL AGENCY INVESTMENT FD 5,667,959.24 $
MONEY MARKET/SWEEP ACCOUNT 1,657,860.43 $
TOTAL CASH 9,159,601.98 $
Years to Maturity for July 2024 1.35
Weighted Average Yield for July 2024 4.040%
All investments are placed in accordance with the City of Aliso Viejo's Investment Policy.

The above summary provides sufficient cash flow liquidity to meet the next six month's estimated expenditures.

Other monies held include Cash with Fiscal Agent, Investments, Payroll and AV Center. $ 40,571,479.72 Cash With Fiscal Agent COPS/CFD 2005-01 3,248,344.45
Cash With Investment Advisor City Investments 34,366,741.39 AV Center 2,579,495.93
PR Account 374,737.34
Petty Cash 2,160.61
GRAND TOTAL OF CITY FUNDS 49,731,081.70 $
(1) Public Safety Grant includes the MDC and PVS Program Costs budgeted with SLESF funds. (2) Transfers in and out are done on a quarterly basis.

Street Improvements include the Slurry Seal, Traffic Management and Street Improvement Projects.

Capital Improvements include City Hall, AV Ranch, and other city facilities.

Storm Water includes the Dairy Fork and Wood Canyon Emergent Wetland Project.

CITY OF ALISO VIEJO
July 31, 2024
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1447
Local Agency Investment Fund
P.O. Box 942809
Sacramento, CA 94209-0001
(916) 653-3001

CITY OF ALISO VIEJO

DIRECTOR OF FINANCIAL SVCS/ CITY TREAS
12 JOURNEY, #100
ALISO VIEJO, CA 92656
Account Number: 98-30-007
July 2024 Statement
Effective
Date
Transaction
Date
Tran
Type Confirm
Number
Web
Confirm
Number Authorized Caller Amount
7/3/2024 7/3/2024 RW 1754730 1715175 ANN EIFERT -300,000.00 7/15/2024 7/12/2024 QRD 1757037 N/A SYSTEM 91,415.07
7/17/2024 7/17/2024 RW 1757503 1717951 ANN EIFERT -1,000,000.00 7/22/2024 7/22/2024 RW 1757655 1718102 ANN EIFERT -500,000.00 Account Summary
Total Deposit: 91,415.07 Beginning Balance: 7,376,544.17 Total Withdrawal: -1,800,000.00 Ending Balance: 5,667,959.24 1448
July 4.516
June 4.480
May 4.332
April 4.272
March 4.232
February 4.122
PMIA Average Life(1): 217
LAIF Fair Value Factor(1): 0.996316042
PMIA Daily(1): 4.52
PMIA Quarter to Date(1): 4.36
LAIF Apportionment Rate(2): 4.55
LAIF Earnings Ratio(2): 0.00012419067099490
LAIF Administrative Cost(1)*: 0.16
Treasuries

56.92%
Agencies

24.41%
Certificates of
Deposit/Bank Notes

8.68%
Time
Deposits

2.84%
Commercial
Paper

6.56%
Corporate
Bonds

0.39%
Loans

0.20%
Notes: The apportionment rate includes interest earned on the CalPERS Supplemental Pension Payment pursuant to Government Code 20825 (c)(1) and interest earned on the Wildfire Fund loan pursuant to Public Utility Code 3288 (a). *The percentage of administrative cost equals the total administrative cost divided by the quarterly interest earnings. The l aw provides that administrative costs are not to exceed 5% of quarterly EARNINGS of the fund. However, if the 13 -week Daily Treasury Bill Rate on the last day of the fiscal year is below 1%, then administrative costs shall not exceed 8% of quarterly EARNINGS of the fund for the subseque nt fiscal year.

Source:
(1) State of California, Office of the Treasurer
(2) State of Calfiornia, Office of the Controller
PMIA Average Monthly
Effective Yields(1)
PMIA/LAIF Performance Report
as of 8/07/24
Daily rates are now available here. View PMIA Daily Rates Quarterly Performance
Quarter Ended 06/30/24
Chart does not include $1,567,000.00 in mortgages, which equates to 0.001%. Percentages may not total 100% due to rounding.

Pooled Money Investment Account
Monthly Portfolio Composition (1)
6/30/24
$178.0 billion
1449
City of Aliso Viejo

AGENDA ITEM
DATE: September 18, 2024
TO: Mayor and City Council
FROM: So Kim, Community Development Director
Rose Rivera, Senior Planner
SUBJECT: ADOPTION OF THE 2023-2024 CONSOLIDATED ANNUAL

PERFORMANCE AND EVALUATION REPORT (CAPER) FOR

EXPENDITURES OF COMMUNITY DEVELOPMENT BLOCK GRANT
(CDBG) FUNDS
Recommended Actions:

1. Find that the 2023-2024 Consolidated Annual Performance and Evaluation Report (CAPER) 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;

2. Approve and adopt the 2023-2024 CAPER; and

3. Authorize the City Manager to submit the CAPER to the United States Department of Housing and Urban Development (HUD) and authorize the City Manager to submit all related documents.

Fiscal Impact:

No direct fiscal impact will result from this report; however, the submittal of the CAPER is a requirement of the Community Development Block Program (CDBG).

Background:

On April 19, 2023, the City Council adopted the 2023-2027 Consolidated Plan, including the 2023-2024 Annual Action Plan. The Consolidated Plan is a multi-year strategy for using CDBG funds within the community. The 2023-2024 Annual Action Plan outlined an expenditure plan for the City's CDBG allocation. The Action Plan identified the activities to be carried out during the reporting period utilizing CDBG funds, which included public facility improvements, public service grants, and program administration. Activities were carried out as planned with one exception.
1450
On November 1, 2023, the City substantially amended the 2023-2024 Annual Action Plan to reallocate $245,000 in CDBG funds from the ADA sidewalk curb ramps project to the housing acquisition and rehabilitation project.

In 2020, the City received $414,751 in CDBG-Coronavirus (CDBG-CV) funds from HUD.

The CDBG-CV program was authorized under the CARES Act of 2020. CDBG-CV funds must be used to prevent, prepare for, or respond to local impacts of the COVID-19 pandemic. The City allocated CDBG-CV funding for public services and small business assistance activities and continued to carry out these activities during the fiscal year (FY) 2023-2024 reporting period.

Discussion:

A Consolidated Annual Performance Evaluation Report (CAPER) is prepared each year for submission to HUD. Due within 90 days of completion of the fiscal year, the CAPER summarizes the previous year's accomplishments. It also illustrates the City's progress in meeting the goals outlined in the Consolidated Plan and the previous year's Annual Action Plan. HUD uses the CAPER to evaluate the effectiveness of the City's use of CDBG funding on programs and projects that meet the community's needs.

CDBG Performance Summary
The CDBG funding priorities for the 2023-2024 Annual Action Plan allocated $406,613 ($261,093 in FY 2023-2024 CDBG funds plus $145,520 prior year uncommitted funds) toward the following activities:
1) Public facility improvements:
- ADA sidewalk curb ramps - $73,288
2) Housing Preservation:
- Affordable housing unit acquisition - $245,000
3) Public service grants:
- Age Well Senior Services - $6,125
- Fair Housing Foundation - $3,500
- Family Assistance Ministries - $7,500
- South County Outreach - $19,000
4) Program administration:
- CDBG Consultant and City Staff - $52,000
The City initially allocated $318,288 of FY 2023-2024 CDBG funds to the ADA sidewalk curb ramps project, but subsequently reallocated $245,000 from this project to the affordable housing acquisition project. To move forward with the ADA sidewalk curb ramp project, the City Council allocated additional funding in FY 2024-2025. 1451
The installation of a new ADA-compliant door at City Hall was completed during the FY 2023-2024 reporting period. The project was initially funded in FY 2021-2022 but was delayed due to supply chain issues. A total of $29,683 in CDBG funding was used for the project.

The City utilized the bulk of its FY 2023-2024 funding to support the acquisition of a condominium to provide transitional housing in partnership with Family Assistance Ministries (FAM), a local service provider. The unit's purchase was completed during the reporting period and funds were also used to rehabilitate the unit (new flooring, paint, and appliances). The renovations were completed in May of this year, and FAM is currently working to find a tenant. Through the end of the reporting period $207,566 in CDBG funds were used for the acquisition and renovation of the unit.

With respect to public service grants, a total of $26,678.49 was expended during FY 2023- 2024. Age Well provided meals to 52 homebound seniors, Fair Housing Foundation assisted 37 Aliso Viejo households, Family Assistance Ministries provided case management and support services to nine formerly homeless individuals currently residing in permanent supportive housing, and South County Outreach assisted 241 individuals with case management, food, and rent/utility assistance.

Administration of the program, which consists of City staff and consultant time to implement the program and fees for public notices, accounted for $44,956.85 in FY 2023- 2024 CDBG expenditures.

CDBG-CV Performance Summary
CDBG-CV funds are limited to activities that prevent, prepare for, or respond to the impacts of the coronavirus. An Annual Action Plan Substantial Amendment approved by the City Council in 2020 allocated $414,752 CDBG-CV funding to the following activities:
1) Business Assistance: City Grant Program - $192,702 to assist 30 businesses impacted by the COVID-19 pandemic and
2) Public Services: $222,050 to fund grants to Age Well, Family Assistance Ministries, South County Outreach, and YMCA to assist 500 lower-income Aliso Viejo residents impacted by the COVID-19 pandemic.

The City initially allocated CDBG-CV funds to meet the U.S. Economic Development Administration's (EDA) Economic Adjustment Assistance Grant match requirement. The City's application to the EDA for grant funding to establish a revolving loan fund for Aliso Viejo businesses was denied. Consequently, the City Council authorized staff to develop a CDBG-CV-funded grant program to assist local businesses impacted by the COVID-19 pandemic. Due to a lack of interest in the program, a subsequent amendment was approved by the City Council on April 5, 2023, that reallocated $115,000 from the City’s business assistance grant program to public services and CDBG-CV program administration. Near the end of FY 2022-2023, the City issued two grants to local 1452
businesses totaling $17,500 which resulted in the retention of four jobs. This expenditure was recorded as a FY 2023-2024 CDBG-CV expenditure. No additional grants were issued during FY 2023-2024. Staff continues to explore opportunities to reallocate unspent CDBG-CV funds currently allocated to the business grant program.

During the FY 2023-2024 reporting period, public service grant sub-recipients Age Well Senior Services and South County Outreach used $110,000 in CDBG-CV funding to assist 193 lower-income Aliso Viejo residents impacted by the COVID-19 pandemic.

Administration of the CDBG-CV program accounted for $935 in CDBG-CV expenditures.

Environmental:

Staff recommends the City Council find 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 proposed action is an administrative activity of the City that involves a report to a Federal agency on the utilization of CDBG funds.

Public Notice:

On August 29, 2024, a 1/8-page public meeting notice was published in the Laguna Niguel News for a 15-day public review period, per HUD and local requirements. The 2023-2024 CAPER was made available for public review from September 3 through September 18, 2024.

Attachment:

1. 2023-2024 Consolidated Annual Performance and Evaluation 1453
DRAFT
Draft September 3, 2024
2023-2024
Community Development Block Grant
Consolidated Annual
Performance &
Evaluation Report
1454
DRAFT
Control No: 2506-0117 (exp. 06/30/2018) DRAFT 9/3/24
Contents
CR-05 - Goals and Outcomes ................................................................................................................1 CR-10 - Racial and Ethnic composition of families assisted....................................................................3 CR-15 - Resources and Investments 91.520(a) ......................................................................................4 CR-20 - Affordable Housing 91.520(b)...................................................................................................6 CR-25 - Homeless and Other Special Needs 91.220(d, e); 91.320(d, e); 91.520(c)..................................8 CR-30 - Public Housing 91.220(h); 91.320(j)........................................................................................ 10 CR-35 - Other Actions 91.220(j)-(k); 91.320(i)-(j)................................................................................. 11 CR-40 - Monitoring 91.220 and 91.230 ............................................................................................... 15 CR-45 - CDBG 91.520(c) ...................................................................................................................... 16 CR-58 – Section 3 .............................................................................................................................. 17 Attachments
Attachment 1: PR03 - CDBG & CDBG-CV Activity Summary Report (GPR) Attachment 2: PR26 – CDBG & CDBG-CV Financial Summary Reports Attachment 3: Impediments to Fair Housing Plan
Attachment 4: Public Notice and Summary of Public Comments 1455
DRAFT
2023-2024 CAPER 1
OMB Control No: 2506-0117 (exp. 07/31/2015) DRAFT 9/3/24 CR-05 - Goals and Outcomes
Progress the jurisdiction has made in carrying out its strategic plan and its action plan.

91.520(a)
The 2023-2024 Consolidated Annual Performance and Evaluation Report (CAPER) has been prepared to assist residents of the City of Aliso Viejo and the U.S. Department of Housing and Urban Development (HUD) in assessing the City’s use of federal grant funds to meet priority housing and community needs identified in the City’s 2023–2027 Consolidated Plan. The CAPER will focus on annual goals and accomplishments for the period of July 1, 2023, through June 30, 2024 – the FY 2023-2024 reporting period. The 2023-2024 reporting period is the first year of the City’s 2013-2027 Con Plan cycle.

The 2023-2024 Annual Action Plan outlined an expenditure plan for the City’s $261,093 CDBG allocation.

An additional $145,520 in prior year funds was also available for programming during the reporting period. The Action Plan identified the activities to be carried out during the reporting period utilizing CDBG funds. Activities funded in FY 2023-2024 include public infrastructure improvements (ADA improvements), housing, public service grants, and program administration.

In 2020, the City received $414,751 in CDBG-Coronavirus (CDBG-CV) funds. CDBG-CV funds must be used to prevent, prepare for, or respond to local impacts of the COVID-19 pandemic. The City allocated CDBGCV funding for public services and small business assistance activities and continued to carry out these activities during FY 2023-2024. HUD requires that CDBG-CV funds be spent within six years. By the end of FY 2023-2024, the City had expended 85.9% of its CDBG-CV allocation.

The 2023-2027 Consolidated Plan established the following five-year goals. Table 1 summarizes five-year goals and accomplishments and includes one-year goals and accomplishments for FY 2023-2024. A summary of FY 2023-2024 CDBG accomplishments is provided in Attachment 1. • 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.

As indicated above, per CDBG-CV program regulations, the City has six years to spend grant funds. As part of the City’s CDBG-CV amendments to receive funding, the City established the following multi-year goals for CDBG-CV funding:
1456
DRAFT
2023-2024 CAPER 2
OMB Control No: 2506-0117 (exp. 07/31/2015) DRAFT 9/3/24 • Public Services: CDBG-CV funding to assist 500 lower-income Aliso Viejo residents impacted by the Coronavirus
• Economic Development: Financial assistance to 50 Aliso Viejo small businesses impacted by COVID-19
A summary of FY 2023-2024 CDBG-CV accomplishments is provided in Attachment 1. 1457
DRAFT
2023-2024 CAPER 1
OMB Control No: 2506-0117 (exp. 07/31/2015) DRAFT 9/3/24 Comparison of the proposed versus actual outcomes for each outcome measure submitted with the consolidated plan and explain, if applicable, why progress was not made toward meeting goals and objectives. 91.520(g) Table 1 - Accomplishments – Program Year & Strategic Plan to Date Goal Category Source /
Amount Indicator Unit of Measure
Expected
5 Yr.

Strategic
Plan
Actual
5 Yr.

Strategic
Plan
5 Yr.

Percent
Complete
Expected
FY 23-24
Program
Year
Actual
FY 23-24
Program
Year
1 Yr.

Percent
Complete
Infrastructure
and Facility
Improvements
Non-Housing
Community
Development
CDBG:
$29,683
Public Facility or
Infrastructure
Activities other
than
Low/Moderate
Income Housing
Benefit
Persons
Assisted
5,000 1,730 34.60% 1,146 1,730 150,96%
Housing
Preservation
Affordable
Housing
CDBG:
$207,566
Rental units
rehabilitated
Household
Housing Unit
1 0 0.00% 1 1 100.00%
Homeowner
Housing
Rehabilitated
Household
Housing Unit
10 0 0.00% 0 0 0.00
Homeless
Continuum of
Care
Homeless
CDBG:
$17,051
Homeless
Support
Services and
Housing
Public service:

Persons
1,250 225 18.00% 288 225 78.13%
Overnight
Shelter:

Persons
50 9 18.00% 9 9 100.00%
Homelessness
Prevention:

Persons
50 16 32.00% 12 16 108.33%
1458
DRAFT
2023-2024 CAPER 2
OMB Control No: 2506-0117 (exp. 07/31/2015) DRAFT 9/3/24 Goal Category Source /
Amount Indicator Unit of Measure
Expected
5 Yr.

Strategic
Plan
Actual
5 Yr.

Strategic
Plan
5 Yr.

Percent
Complete
Expected
FY 23-24
Program
Year
Actual
FY 23-24
Program
Year
1 Yr.

Percent
Complete
Public Social
Services
Non-Homeless
Special Needs
CDBG:
$9,625
Public service
activities other
than
Low/Moderate
Income Housing
Benefit
Persons
Assisted
450 89 19.78% 110 89 80.91%
Program
Administration
Administration
CDBG:
$44,957
Other Other 5 1 20.00% 1 1 100.00%
Assess how the jurisdiction’s use of funds, particularly CDBG, addresses the priorities and specific objectives identified in the plan, giving special attention to the highest priority activities identified.

Consistent with the Consolidated Plan and the City’s 2023-2024 Annual Action Plan, the City focused CDBG funds on public facility improvements, public services, and program administration. On November 1, 2023, the City Council approved a substantial amendment to the FY 2023-2024 Annual Action Plan to reallocate $245,000 in CDBG for ADA Sidewalk Curb Ramp for construction, to acquire and renovate an attached single-family residential unit to be used as permanent affordable housing.

Overall, the City met most planned accomplishment goals for FY 2023-2024. Detailed information regarding CDBG program accomplishments for the 2023-2024 reporting period is provided in Attachment 1 (PR03 - CDBG Activity Summary Report).

FY 2023-2024 is the City’s fourth year administering CDBG-CV funds. During the prior reporting period, the City reallocated $115,000 in CDBG-CV funds from the City’s business grant program to South County Outreach ($100,000 for case management, food, and rent/utility assistance), Age Well Senior Services ($10,000 for Meals on Wheels), and CDBG-CV grant administration ($5,000). During the FY 2023-2024 reporting period, 193 Aliso Viejo residents impacted by the COVID-19 virus were assisted. A balance of $53,589 was retained for business grants; however, staff has recognized it is unlikely additional businesses will request assistance. Staff will evaluate other activities that could benefit from CDBG-CV funding during FY 2024-2025 reporting period. CDBG-CV grant accomplishments are summarized in Attachment 1. 1459
DRAFT
2023-2024 CAPER 3
OMB Control No: 2506-0117 (exp. 07/31/2015) DRAFT 9/3/24 CR-10 - Racial and Ethnic composition of families assisted Describe the families assisted (including the racial and ethnic status of families assisted).

91.520(a)
Table 2 – Table of assistance to racial and ethnic populations by source of funds CDBG CDBG-CV *
White 260 132
Black or African-American 13 12
Asian 17 12
American Indian or American Native 0 0
Native Hawaiian or Other Pacific Islander 1 0
Other* 48 37
Total 339 193
Hispanic 81 45
Not Hispanic 258 148
* By default, Table 2 excludes 48 multi-racial program beneficiaries reported in IDIS. Table 2 also excludes CDBG-CV program beneficiaries.

Narrative
According to the U.S. Census Bureau, most Aliso Viejo residents are racially White – 63.2% per the 2022 American Community Survey 5-Year Estimates. This data source also reports that 20.0% of the City’s population is Hispanic/Latino, and 16.0% is Asian – the City’s most prominent minority populations.

Table 2 shows approximately 76.7% of CDBG-funded program participants are White, 23.9% Hispanic/Latino, and 5.0% Asian. These percentages appear to be consistent with the City’s overall demographics. Based on accomplishment reports provided by CDBG sub-recipients, approximately

95.6% of assisted households had an income of less than 50% of the County median income.

With respect to CDBG-CV program beneficiaries, approximately 68.4% of beneficiaries are White, 23.3% Hispanic/Latino, 6.2% African American, and 6.2% Asian. Additionally, approximately 91.7% of program beneficiaries report a household income equal to or less than 50% of the County median income. 1460
DRAFT
2023-2024 CAPER 4
OMB Control No: 2506-0117 (exp. 07/31/2015) DRAFT 9/3/24 CR-15 - Resources and Investments 91.520(a)
Identify the resources made available
Table 3 - Resources Made Available
Source of Funds Source
Resources Made
Available
Amount Expended
During Program Year
CDBG CDBG $406,613 $308,884
Other CDBG-CV $414,751 $128,435
Narrative
The 2023-2024 Annual Action Plan allocated $406,613 in CDBG funds for various activities. This total is comprised of the City’s 2023 CDBG grant of $261,093 plus $145,520 in prior year funds. The City did not receive any program income during the reporting period. As reported in Table 3, the City spent $308,884 in CDBG funds during the reporting period. Additionally, $128,435 in CDBG-CV resources were used to assist Aliso Viejo residents impacted by COVID-19. Over four years, the City has spent $356,468 in CDBGCV funds – 85.9% of total CDBG-CV funds.

Identify the geographic distribution and location of investments Table 4 – Identify the geographic distribution and location of investments Target Area
Planned Percentage
of Allocation
Actual Percentage
of Allocation Narrative Description
CDBG
Eligible Area
0 0
Funding for activities limited to CDBGEligible Census Tract Block Groups Citywide 100 100
Funding for activities anywhere within
the City Limits
Narrative
As evident from Table 3, the City utilized a significant portion of 2023-2024 CDBG funding resources to assist lower-income Aliso Viejo residents. Attachment 2 (PR26 - CDBG Financial Summary Report) provides a detailed summary of CDBG expenditures.

The CARES Act of 2020 required that 80% of CDBG-CV funds be expended in three years and 100% within six years; however, on April 5, 2023, HUD issued a notice waiving the three-year expenditure requirement. Through the end of FY 2023-2024, the City spent $356,468 in CDBG-CV funds (86.9% of total CDBG-CV funds). Unexpended funds will be carried forward into the FY 2024-2025 reporting period. A summary of CDBG-CV expenditures is provided in Attachment 2.

With respect to the geographic expenditure of CDBG and CDBG-CV funds, all FY 2023-2024 funded activities were distributed on a citywide basis for the benefit of lower-income Aliso Viejo residents. 1461
DRAFT
2023-2024 CAPER 5
OMB Control No: 2506-0117 (exp. 07/31/2015) DRAFT 9/3/24 Leveraging
Explain how federal funds leveraged additional resources (private, state and local funds), including a description of how matching requirements were satisfied, as well as how any publicly owned land or property located within the jurisdiction that were used to address the needs identified in the plan.

The City of Aliso Viejo made every effort to leverage CDBG funds to the greatest extent possible.

Approximately $8,750 in other resources was used to leverage CDBG funds during the FY 2023-2024 reporting period. These sources include the following:
• General Fund for Social Services: $8,750
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. Aside from the prior affordable housing acquisition, there is no additional affordable housing development activity to highlight for the reporting period.

There is no requirement to match the CDBG program.
1462
DRAFT
2023-2024 CAPER 6
OMB Control No: 2506-0117 (exp. 07/31/2015) DRAFT 9/3/24 CR-20 - Affordable Housing 91.520(b)
Evaluation of the jurisdiction's progress in providing affordable housing, including the number and types of families served, the number of extremely low-income, low-income, moderate-income, and middle-income persons served.

Table 5 – Number of Households
One-Year Goal Actual
Number of Homeless households to be
provided affordable housing units
1 1
Number of Non-Homeless households to be
provided affordable housing units
0 0
Number of Special-Needs households to be
provided affordable housing units
0 0
Total 1 1
Table 6 – Number of Households Supported
One-Year Goal Actual
Number of households supported through
Rental Assistance
0 0
Number of households supported through
The Production of New Units
0 0
Number of households supported through
Rehab of Existing Units
0 0
Number of households supported through
Acquisition of Existing Units
1 1
Total 1 1
Discuss the difference between goals and outcomes and problems encountered in meeting these goals.

The City allocated the bulk of its FY 2023-2024 funding to support the acquisition of a condominium to provide permanent affordable housing in partnership with a local service provider. The unit's purchase was completed during the reporting period; minor renovations were necessary (e.g., new flooring and paint) to prepare the unit for occupancy. Family Assistance Ministries (the City’s supportive services project partner) will screen potential tenants. It is anticipated that the unit will be occupied during the FY 2024-2025 reporting period.

With respect to rental assistance, OCHA administers the federal rental assistance program in Aliso Viejo; however, the City has no control over the allocation of housing assistance vouchers or certificates within the City. OCHA reports that it assisted 150 Aliso Viejo households with federal rental assistance vouchers or certificates during the 2023-2024 reporting period.
1463
DRAFT
2023-2024 CAPER 7
OMB Control No: 2506-0117 (exp. 07/31/2015) DRAFT 9/3/24 Discuss how these outcomes will impact future annual action plans.

As indicated above, limited housing activity was undertaken during the reporting period; however, the City will evaluate implementing a housing improvement program during the Consolidated Plan cycle.

Include the number of extremely low-income, low-income, and moderate-income persons served by each activity where information on income by family size is required to determine the eligibility of the activity.

Table 7 – Number of Households Served
Number of Households Served CDBG Actual HOME Actual *
Extremely Low-income 1 0
Low-income 0 0
Moderate-income 0 0
Total 1 0
* The City is not a recipient of HOME funds.

Narrative Information
Table 7 shows that the City planned to provide housing and support services to one household during the 2023-2024 reporting period. As stated above, the City used CDBG funds to purchase a housing unit during the FY 2023-2024 reporting period; however, the unit was vacant at the end of the fiscal year.

FAM is screening potential tenants who will likely be an extremely low-income household. OCHA reports 150 Aliso Viejo extremely low-income and very low-income renter households received rental assistance during the 2023-2024 reporting period.

The City is not a recipient of HOME funds.
1464
DRAFT
2023-2024 CAPER 8
OMB Control No: 2506-0117 (exp. 07/31/2015) DRAFT 9/3/24 CR-25 - Homeless and Other Special Needs 91.220(d, e); 91.320(d, e); 91.520(c) Evaluate the jurisdiction’s progress in meeting its specific objectives for reducing and ending homelessness through:

Reaching out to homeless persons (especially unsheltered persons) and assessing their individual needs
The City did not allocate CDBG funds for homeless outreach services during the 2023-2024 reporting period; however, a deputy sheriff was designated as the City’s Homeless Liaison Officer. OC Sheriff personnel work directly with homeless individuals in this role by assessing their needs and providing referrals and linkages to various local and regional services. The City also supported the County’s Continuum of Care outreach and assessment strategy to address homelessness on a regional basis.

Addressing the emergency shelter and transitional housing needs of homeless persons The City did not allocate CDBG funds for emergency shelter; however, CDBG funding was used to provide supportive services for homeless families residing in transitional housing. Nine individuals were assisted during the 2023-2024 reporting period.

Helping low-income individuals and families avoid becoming homeless, especially extremely low-income individuals and families and those who are: likely to become homeless after 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); and, receiving assistance from public or private agencies that address housing, health, social services, employment, education, or youth needs The City allocated CDBG funds to South County Outreach (SCO) for their Homelessness Prevention program. SCO reports assisting 241 Aliso Viejo residents with case management and food bank services – 16 of these individuals also received rent or utility assistance to prevent the loss of housing or critical utilities. OCHA reports that federal rental assistance vouchers and certificates (Continuum of Care Program Permanent Supportive Housing Certificates) were provided to five homeless households in Aliso Viejo. Four homeless veteran households also benefitted from Veterans Affairs Supportive Housing (VASH) vouchers.

SCO also used CDBG-CV funds to assist 141 Aliso Viejo residents at risk of homelessness because of a COVID-related fiscal impact – 46 of these residents received rent or utility assistance to prevent the loss of housing or critical utilities.

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 1465
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2023-2024 CAPER 9
OMB Control No: 2506-0117 (exp. 07/31/2015) DRAFT 9/3/24 and families to affordable housing units, and preventing individuals and families who were recently homeless from becoming homeless again
As indicated above, five homeless families received Continuum of Care Program Permanent Supportive Housing Certificates, and four homeless veteran households received VASH vouchers.

During the reporting period, the City also allocated CDBG funds to Family Assistance Ministries to provide case management and supportive services to formerly homeless families residing in affordable housing. Additionally, the City utilized a significant amount of CDBG funding to purchase a condominium that will be leased to FAM to provide additional housing and supportive services for lower-income families with children.
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2023-2024 CAPER 10
OMB Control No: 2506-0117 (exp. 07/31/2015) DRAFT 9/3/24 CR-30 - Public Housing 91.220(h); 91.320(j)
Actions taken to address the needs of public housing
The City of Aliso Viejo does not own or manage public housing.

Actions taken to encourage public housing residents to become more involved in management and participate in homeownership
Not applicable.

Actions taken to provide assistance to troubled PHAs
Not applicable.
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2023-2024 CAPER 11
OMB Control No: 2506-0117 (exp. 07/31/2015) DRAFT 9/3/24 CR-35 - Other Actions 91.220(j)-(k); 91.320(i)-(j)
Actions taken 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. 91.220 (j); 91.320 (i) The 2023-2024 Annual Action Plan indicates that the City will address barriers to affordable housing by taking the following actions:
• 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 dwelling 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. • The City is developing permit-tracking software to streamline the development review process and reduce costs.

No affordable housing development activity occurred during the 2023-2024 reporting period; however, as discussed above, CDBG funds were used to acquire a condominium that will help expand the City’s supply of long-term affordable housing.

There is no local tax that may act as a barrier to affordable housing.

Actions taken to address obstacles to meeting underserved needs. 91.220(k); 91.320(j) The 2023-2024 Annual Action Plan indicates that the City will take certain steps to address the needs of underserved residents. During the reporting period, the City supported OCHA’s efforts to obtain additional rental assistance funding, especially for senior and low-income households. OCHA reports 1468
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2023-2024 CAPER 12
OMB Control No: 2506-0117 (exp. 07/31/2015) DRAFT 9/3/24 that it assisted 94 senior households and 34 disabled households with rental assistance during the reporting period. Additionally, Age Well Senior Services provided Meals on Wheels services to 52 Aliso Viejo seniors.

During the reporting period, the City completed the installation of ADA-compliant doors at City Hall. Per HUD, 1,730 Aliso Viejo residents have a disability (3,763 per the U.S. Census Bureau). It is assumed that, at a minimum, these individuals will benefit from this improvement.

The Fair Housing Foundation provided fair housing counseling services aimed at ensuring all 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. The Fair Housing Foundation assisted 37 households during the 2023-2024 reporting period.

Actions taken to reduce lead-based paint hazards. 91.220(k); 91.320(j) HUD regulations require a CDBG grantee to test all housing units constructed before 1978 that are assisted with federal funds for lead-based paint hazards. According to HUD data, approximately 94% of the City’s housing stock was built after 1980; therefore, it is reasonable to assume there is a limited number of housing units with lead-based paint hazards throughout the community. Nevertheless, the City provided information to educate residents about lead poisoning at public counters at City Hall, community centers, and on the City’s website.

Should the City establish 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 them per HUD regulations.

Actions taken to reduce the number of poverty-level families. 91.220(k); 91.320(j) According to the U.S. Census Bureau, approximately 4.9% of Aliso Viejo residents have incomes below poverty. The data further indicates that about 10.1% of City residents aged 65 and older and 4.9% of children under 18 live below the poverty level.
[1] The Consolidated Plan and Annual Action Plan indicate that the City will support the services listed below to reduce the number of families living in poverty:
• Support affordable housing programs, including rehabilitation for lower-income, senior, and disabled homeowners and rental assistance for very low-income renters via OCHA. During the reporting period, OCHA provided rental assistance to 150 renter households, including 22 “family,” 94 senior, and 34 disabled renter households. • Family Assistance Ministries utilized CDBG funds to provide case management and supportive services to a lower-income household that recently transitioned from temporary housing to permanent affordable housing.
• The Fair Housing Foundation educated and counseled 37 households regarding their rights to access safe and decent housing. Approximately 62% of households served are very low-income. 1469
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2023-2024 CAPER 13
OMB Control No: 2506-0117 (exp. 07/31/2015) DRAFT 9/3/24 As previously reported, CDBG-CV funding was utilized to assist households, many of whom are very lowincome (i.e., household income less than 50% of the County median income.) Perhaps more noteworthy, approximately 59% of households assisted with CDBG-CV funds had an income equal to or less than 30% of the County median income (i.e., extremely low income). [1. POVERTY STATUS IN THE PAST 12 MONTHS, 2022 American Community Survey 5-Year Estimates, S1701.] Actions taken to develop institutional structure. 91.220(k); 91.320(j) During FY 2023-2024, the City continued efforts to eliminate institutional gaps and enhance program coordination with the community. For example, the City partnered with a nonprofit to deliver social services. City departments also continued to work together to implement CDBG-funded activities that addressed community priority needs. The City assisted OCHA by participating in the Cities Advisory Committee – a quarterly meeting of cities and OCHA to discuss federal rental housing assistance and regional housing issues. As a backer of the Orange County Continuum of Care, the City provided critical support for the regional Continuum of Care (CoC) as it prepared the County’s CoC Homeless Assistance grant application for HUD’s consideration.

Community-based nonprofit partners are critical to the City’s CDBG-CV strategy to prevent, prepare for, or respond to the Coronavirus pandemic. The City partnered with local nonprofits to distribute food and rent/utility assistance to lower-income residents impacted by COVID-19.

Actions taken to enhance coordination between public and private housing and social service agencies. 91.220(k); 91.320(j)
As indicated above, the City participated in the regional coordination of housing resources by participating in the quarterly Cities Advisory Committee held by OCHA to discuss federal rental housing assistance. The City also continued to work with private developers to identify potential housing development opportunities, including projects with an affordable housing component. Similarly, the City has partnered with local nonprofit agencies to distribute CDBG-CV-funded resources to assist lowerincome households impacted by the Coronavirus.

Identify actions taken to overcome the effects of any impediments identified in the jurisdictions analysis of impediments to fair housing choice. 91.520(a) Consolidated Plan regulations require CDBG recipients to (1) examine and attempt to alleviate housing discrimination within their jurisdiction; (2) promote fair housing choice for all persons; (3) provide opportunities for all persons to reside in any given housing development, regardless of race, color, religion, sex, disability, familial status, or national origin; (4) promote housing that is accessible to and usable by persons with disabilities; and (5) comply with the non-discrimination requirements of the Fair Housing Act. HUD encourages jurisdictions to consult with one another and initiate metropolitan-wide 1470
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2023-2024 CAPER 14
OMB Control No: 2506-0117 (exp. 07/31/2015) DRAFT 9/3/24 fair housing planning. The Analysis of Impediments to Fair Housing Choice (AI) is the primary document for this purpose.

The City participated as one of 19 local jurisdictions preparing the Orange County 2020-2024 Analysis of Impediments to Fair Housing (OC-AI). The OC-AI identified various actions that can be implemented over five years to address regional and local barriers to fair housing. The City contracts with the Fair Housing Foundation (FHF) to provide fair housing outreach, education, and enforcement services and to help the City address the impediments to fair housing identified in the County AI. A summary of the action steps taken by the City and the FHF to address fair housing impediments is provided in Attachment 3. 1471
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2023-2024 CAPER 15
OMB Control No: 2506-0117 (exp. 07/31/2015) DRAFT 9/3/24 CR-40 - Monitoring 91.220 and 91.230
Describe the standards and procedures used to monitor activities carried out in furtherance of the plan and used to ensure long-term compliance with requirements of the programs involved, including minority business outreach and the comprehensive planning requirements
The City CDBG program policies and procedures include a requirement to monitor sub-recipients. The purpose of this oversight is to provide program staff with information necessary to verify the accuracy of data supplied by sub-recipients, ensure that sub-recipients are carrying out individual activities as described in their contracts, and ensure that sub-recipients use appropriate accounting and recordkeeping methods as it relates to the use of CDBG funds. Each grant year will typically begin with subrecipient training to discuss several topics such as 1) a review of CDBG program goals, objectives, and sub-recipient obligations; 2) a review of the content of the sub-recipient agreements; and 3) review regulations related to the CDBG program that impact sub-recipient program implementation. For FY 2023-24, this training was held in October 2023.

On-site monitoring of sub-recipients is conducted biennially unless program or administrative issues are identified or the grant recipient is new to CDBG. The City last conducted on-site monitoring during the FY 2021-2022 reporting period. FY 2023-24 monitoring is scheduled for FY 2024-25.

The City made every effort to comply with all CDBG and Consolidated Plan regulations. The City’s Citizen Participation Plan ensures that the City considers community input before submitting a substantial amendment or an annual update to HUD. It also provides residents the opportunity to review and comment on annual performance. Construction, professional service, and sub-recipient agreements have been prepared to ensure compliance with applicable federal regulations. Additionally, the City has implemented an open procurement process that encourages bidding from minority and women-owned businesses.

Citizen Participation Plan 91.105(d); 91.115(d)
Describe the efforts to provide citizens with reasonable notice and an opportunity to comment on performance reports.

To encourage resident participation in the City’s CDBG program, the City published a notice in the Aliso Viejo News on August 29, 2024, announcing a 15-day public comment period and public meeting for the 2023-2024 CAPER. The CAPER was made available for public review and comment from September 3, 2024, through September 17, 2024, at Aliso Viejo City Hall located at 12 Journey, Aliso Viejo, CA, and on the City of Aliso Viejo website at www.avcity.org. A meeting to obtain additional public comments was held on September 18, 2024. A copy of this notice and a summary of public comments is provided in Attachment 4.
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2023-2024 CAPER 16
OMB Control No: 2506-0117 (exp. 07/31/2015) DRAFT 9/3/24 CR-45 - CDBG 91.520(c)
Specify the nature of, and reasons for, any changes in the jurisdiction’s program objectives and indications of how the jurisdiction would change its programs as a result of its experiences.

In November 2023, the City Council approved a substantial amendment to the FY 2023-2024 Annual Action Plan to reallocate $245,000 in CDBG originally slated for ADA Sidewalk Curb Ramp construction to acquire and update an attached single-family residential unit. Upon completion of the updates, the unit will serve as as permanent affordable housing for a lower-income household. No additional changes to the Consolidated Plan or 2023-2024 Annual Action Plan have been undertaken.

Broadband Access
It is reported that during the FY 2023-2024 reporting period, the Affordable Connectivity Program (ACP) ran out of funding. The ACP was created with the passage of the Infrastructure and Jobs Act of 2021. The ACP provided eligible households with a $30 discount on monthly broadband internet service. In March 2024, the White House announced that it had reallocated additional funds for the program. Additionally, in May 2024, the White House announced it had obtained voluntary commitments from over a dozen internet service providers to offer plans at $30 or less to low-income households through 2024, including Cox Communications, the City’s primary broadband service provider. The City continues to encourage its nonprofit partners to educate clients about the ACP and also to contact their internet company and ask if a low-cost plan or low-income program is available. The City also continues to encourage developers to include a broadband infrastructure (i.e., wiring, outlets/plugs) in all new or substantially rehabilitated housing.

Hazard Mitigation
The City’s current General Plan includes a Safety Element, which contains an assessment of specific hazards. This Local Hazard Mitigation Plan (LHMP) will 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. City staff prepared the LHMP during the FY 2023-2024 reporting period. Staff anticipates that the City Council will adopt the LHMP in March 2025.

Does this Jurisdiction have any open Brownfields Economic Development Initiative (BEDI) grants?
No
[BEDI grantees] Describe accomplishments and program outcomes during the last year.

Not applicable.
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2023-2024 CAPER 17
OMB Control No: 2506-0117 (exp. 07/31/2015) DRAFT 9/3/24 CR-58 – Section 3
Identify the number of individuals assisted and the types of assistance provided Table 8 – Total Labor Hours
Total Labor Hours CDBG HOME ESG HOPWA HTF
Total Number of Activities 0 NA NA NA NA
Total Labor Hours
Total Section 3 Worker Hours
Total Targeted Section 3 Worker Hours
Table 9 – Qualitative Efforts - Number of Activities by Program Qualitative Efforts - Number of Activities by Program CDBG HOME ESG HOPWA HTF Outreach efforts to generate job applicants who are Public Housing Targeted Workers
Outreach efforts to generate job applicants who are Other Funding Targeted Workers.

Direct, on-the job training (including apprenticeships).

Indirect training such as arranging for, contracting for, or paying tuition for, off-site training.

Technical assistance to help Section 3 workers compete for jobs (e.g., resume assistance, coaching).

Outreach efforts to identify and secure bids from Section 3 business concerns.

Technical assistance to help Section 3 business concerns understand and bid on contracts.

Division of contracts into smaller jobs to facilitate participation by Section 3 business concerns.

Provided or connected residents with assistance in seeking employment including: drafting resumes,preparing for interviews, finding job opportunities, connecting residents to job placement services.

Held one or more job fairs.

Provided or connected residents with supportive services that can provide direct services or referrals.

Provided or connected residents with supportive services that provide one or more of the following: work readiness health screenings, interview clothing, uniforms, test fees, transportation.

Assisted residents with finding child care.

Assisted residents to apply for, or attend community college or a four year educational institution.

Assisted residents to apply for, or attend vocational/technical training.

Assisted residents to obtain financial literacy training and/or coaching.

Bonding assistance, guaranties, or other efforts to support viable bids from Section 3 business concerns.

Provided or connected residents with training on computer use or online technologies.

Promoting the use of a business registry designed to create opportunities for disadvantaged and small businesses.

Outreach, engagement, or referrals with the state one-stop system, as designed in Section 121(e)(2) of the Workforce Innovation and Opportunity Act.

Other.
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2023-2024 CAPER 18
OMB Control No: 2506-0117 (exp. 07/31/2015) DRAFT 9/3/24 Narrative
The City did not undertake any activities that were subject to Section 3 regulations during the 2023-2024 reporting period.
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IDIS Activity: 18 - CDBG-CV1&3 - South County Outreach
Project: 0003 - CDBG-CV Public Services
PGM Year: 2020
Description:

Matrix Code: Subsistence Payment (05Q)
Affordability
Objective: Provide decent affordable housing
Outcome:

Completed 6/30/2024 12:00:00 AM
12 Journey Aliso Viejo, CA 92656-5335
National Objective: LMC
Status:

Location:

Housingutility assistance for households impacted by COVID-19 Initial Funding Date: 11/21/2020
Activity to prevent, prepare for, and respond to Coronavirus: Yes Financing
Fund Type Grant Year Grant Funded Amount Drawn In Program Year Drawn Thru Program Year Total

CDBG EN
Total
2020 B20MW060606 $178,524.75 $100,000.00 $178,524.75
$178,524.75 $100,000.00 $178,524.75
Proposed Accomplishments
People (General) : 270
Number assisted:

Actual Accomplishments
Person
Hispanic
0 0
0 0
0 1
1 0
0 0
0 27
79 108
White:

Black/African American:

Total:

Asian:

American Indian/Alaskan Native:

Native Hawaiian/Other Pacific Islander:

American Indian/Alaskan Native & White:

Asian White:

Black/African American & White:

American Indian/Alaskan Native & Black/African American:

Other multi-racial:

Asian/Pacific Islander:

Hispanic:

Owner
Total Hispanic
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
Renter
Total Hispanic
0 0
0 0
0 0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 Total
Total Hispanic Total
216
9 22
0 5
1 7
8 0
34 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0 302
Attachment 1
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PR03 - ALISO VIEJO Page: 2 of 25
Female-headed Households: 0 0 0
Income Category:

Low Mod
Moderate
Extremely Low
Non Low Moderate
Total
Percent Low/Mod
Owner
0 0
0 0
0 Renter
0 0
0 0
0 Total
0 0
0 0
0 Person
239
49 18
0 306
100.0%
Annual Accomplishments
Years Accomplishment Narrative # Benefitting
2020
2021
2022
2023
CDBG-CV funds were utilized to provide rent and utility assistance, food, and case management for households impacted by the Coronavirus pandemic. During the FY 20-21 reporting period, 277 individuals were provided assistance in response to COVID-19.

An additional $38,850.75 (CDBG-CV3) funds was allocated to this program on 7-21-21. CDBG-CV funds were used to provide rent or utility assistance to lower-income Aliso Viejo residents that experienced a financial impact due to the COVID-19 pandemic. A total of 31 individuals were assisted during the FY 21-22 report period. An unexpended balance of $17,815.38 will be carried into FY 22-23.

CDBG-CV funds were used to provide case management, food, and rental and utility assistance to assist Aliso Viejo households financially impacted by COVID-19. A total of 32 Aliso Viejo residents were assisted during the FY 22-23 report period, including 24 that benefited from rent or utility assistance. On April 5, 2023, the City substantially amended the CDBG-CV action plan to reallocate $100,000 from Activity #19 (Small Business Grants). Unexpended funds will be carried into the FY 23-24 report period.

CDBG-CV funds were used to provide case management, food, and rental and utility assistance to assist Aliso Viejo households financially impacted by COVID-19. A total of 141 Aliso Viejo residents were assisted during the FY 23-24 report period, including 46 that benefited from rent or utility assistance. All CDBG-CV funds have been expended. A total of 758 lower-income Aliso Viejo residents were served over four fiscal years. The Activity is complete.

Attachment 1
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IDIS Activity: 19 - CDBG-CV1 - Small Business Loans
Project: 0004 - CDBG-CV Economic Development
PGM Year: 2020
Description:

ED Direct Financial Assistance to ForProfits (18A)Matrix Code:

Sustainability
Objective: Create economic opportunities
Outcome:

Open
12 Journey Aliso Viejo, CA 92656-5335
National Objective: LMJ
Status:

Location:

Financial assistance to support small businesses impacted by COVID-19 Initial Funding Date: 05/06/2022
Activity to prevent, prepare for, and respond to Coronavirus: Yes Financing
Fund Type Grant Year Grant Funded Amount Drawn In Program Year Drawn Thru Program Year Total

CDBG EN
Total
2020 B20MW060606 $77,072.00 $17,500.00 $23,483.40
$77,072.00 $17,500.00 $23,483.40
Proposed Accomplishments
Jobs : 4
Number assisted:

Actual Accomplishments
Person
Hispanic
0 0
0 0
0 0
0 0
0 0
0 0
0 0
White:

Black/African American:

Total:

Asian:

American Indian/Alaskan Native:

Native Hawaiian/Other Pacific Islander:

American Indian/Alaskan Native & White:

Asian White:

Black/African American & White:

American Indian/Alaskan Native & Black/African American:

Other multi-racial:

Asian/Pacific Islander:

Hispanic:

Owner
Total Hispanic
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
Renter
Total Hispanic
0 0
0 0
0 0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 Total
Total Hispanic Total
0 0
0 4
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0 4
Attachment 1
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Female-headed Households: 0 0 0
Income Category:

Low Mod
Moderate
Extremely Low
Non Low Moderate
Total
Percent Low/Mod
Owner
0 0
0 0
0 Renter
0 0
0 0
0 Total
0 0
0 0
0 Person
1 2
1 0
4 100.0%
Annual Accomplishments
Years Accomplishment Narrative # Benefitting
2021
2022
2023
CDBG-CV3 funds were allocated to provide grants to small businesses that have been impacted by the COVID-19 pandemic. Grants of up to $7,500 for businesses with 1 to 5 full-time employees, or up to $10,0000 for businesses with 6 to 25 full-time employees will be available.

Businesses must be located in Aliso Viejo, and must be able to demonstrate a COVID-19-related financial impact since November 1, 2021.

Items eligible for grant reimbursement includes purchase of PPE, 3rd party deliver fees, improvements to adapt to curbside delivery or no-touch purchasing. The program is slated to begin on August 8, 2022 and end by October 4, 2022 or when funds are depleted, which ever happens first.

CDBG-CV funds allocated to support local small businesses that were impacted by COVID-19 mandatory shutdowns and social distancing. The City's program was offered at a time when the State and County were also providing direct financial assistance to local businesses impacted by COVID-19. These programs had less robust reporting requirements which made the City's CDBG-CV funded program less attractive. On April 5, 2023, the City substantially amended its CDBG-CV action plan and reallocated $115,000 in CDBG-CV funds to South County Outreach (#18 - $100,000), Age Well Senior Services (#30 - $10,000) and CDBG-CV Admin (#36 - $5,000). The City continued to market the program during the report period. Ultimately, 1 business was approved for assistance, which retained 4 FTEs for lower-income persons. The grant assistance was not paid during the FY 22-23 report period, so the activity will carry into FY 23-24.

CDBG-CV funded grants remained available to eligible businesses impacted by the COVID-19 pandemic. Due the time that has passed since mandatory shut-downs, interest in the program has been limited. No applications for grant funds were received during FY 23-24. The City is not actively marketing the program. Staff will evaluate the need to continue the program and determine if funds should be reprogrammed. Any program revisions or reallocation of funds will take place during FY 24-25.

Attachment 1
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IDIS Activity: 20 - ADA Improvements - City Hall
Project: 0001 - ADA Improvements - Various Locations
PGM Year: 2021
Description:

Other Public Improvements Not Listed
in 03A-03S (03Z)
Matrix Code:

Availability/accessibility
Objective: Create suitable living environments
Outcome:

Completed 6/30/2024 12:00:00 AM
12 Journey Aliso Viejo, CA 92656-5335
National Objective: LMC
Status:

Location:

ADA improvements at Aliso Viejo City Hall
Initial Funding Date: 01/24/2022
Activity to prevent, prepare for, and respond to Coronavirus: No Financing
Fund Type Grant Year Grant Funded Amount Drawn In Program Year Drawn Thru Program Year Total

CDBG EN
Total
2018
2020
B18MC060606
B20MC060606
$28,763.00 $28,763.00 $28,763.00
$920.00 $920.00 $920.00
$29,683.00 $29,683.00 $29,683.00
Proposed Accomplishments
Public Facilities : 1
Number assisted:

Actual Accomplishments
Person
Hispanic
0 0
0 0
0 0
0 0
0 0
0 0
White: 180
Black/African American:

Asian:

American Indian/Alaskan Native:

Native Hawaiian/Other Pacific Islander:

American Indian/Alaskan Native & White:

Asian White:

Black/African American & White:

American Indian/Alaskan Native & Black/African American:

Other multi-racial:

Asian/Pacific Islander:

Hispanic:

Owner
Total Hispanic
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
Renter
Total Hispanic
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
Total
Total Hispanic Total
1,215
85 232
0 0
0 0
0 0
198
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 Attachment 1
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Integrated Disbursement and Information System
CDBG Activity Summary Report (GPR) for Program Year 2023

ALISO VIEJO
PR03 - ALISO VIEJO Page: 6 of 25
Total: 0 0 0 0 0 0 1,730 180
Female-headed Households: 0 0 0
Income Category:

Low Mod
Moderate
Extremely Low
Non Low Moderate
Total
Percent Low/Mod
Owner
0 0
0 0
0 Renter
0 0
0 0
0 Total
0 0
0 0
0 Person
0 0
1,730
0 1,730
100.0%
Annual Accomplishments
Years Accomplishment Narrative # Benefitting
2021
2022
2023
CDBG funds were allocated to fund the replacement or upgrades at City Hall to comply with current ADA regulations. Due to city staffing issues, COVID pandemic stay at home orders, and supply chain challenges, this project has experienced delays. Public Works staff is evaluating what work that can be done inhouse to reduce cost. Staff anticipates a bid package will be be issued by December 2022 with work completed by the end of FY 22-23.

The City continued to experience issues with design cost and securing competitive bids. Accessible doors entering City Hall public counter are anticipated to be installed during FY 23-24.

The ADA improvements consisted of replacing the non-automated entrance doors at City Hall with automatic opening doors. The City experienced delays in the project due to the manufacturer. Since the doors were required to be manufactured in the U.S., the City had to wait on the supplier. The project was completed in June 2024. A total of $57,518 in unspent funds will be reprogrammed ($19,899.71 2020 funds plus $37,618.29 in 2021 funds). According to HUD, 1,730 Aliso Viejo residents have a disability. According to the U.S. Census, 3,763 Aliso Viejo residents are disabled. This project benefits these and other disabled individuals. The activity is complete.

Attachment 1
1481
DRAFT
U.S. Department of Housing and Urban Development 24-Aug-2024 19:30
7 Date:

Time:

Page:

Office of Community Planning and Development
Integrated Disbursement and Information System
CDBG Activity Summary Report (GPR) for Program Year 2023

ALISO VIEJO
PR03 - ALISO VIEJO Page: 7 of 25
IDIS Activity: 30 - CDBG-CV3 Age Well Senior Services
Project: 0003 - CDBG-CV Public Services
PGM Year: 2020
Description:

Matrix Code: Senior Services (05A)
Availability/accessibility
Objective: Create suitable living environments
Outcome:

Completed 6/30/2024 12:00:00 AM
12 Journey Aliso Viejo, CA 92656-5335
National Objective: LMC
Status:

Location:

CDBG-CV funds for senior meals on wheels program in response to increase demand for services due to the Coronavirus and to prevent the spread of the virus.

Initial Funding Date: 02/12/2022
Activity to prevent, prepare for, and respond to Coronavirus: Yes Financing
Fund Type Grant Year Grant Funded Amount Drawn In Program Year Drawn Thru Program Year Total

CDBG EN
Total
2020 B20MW060606 $50,000.00 $10,000.00 $50,000.00
$50,000.00 $10,000.00 $50,000.00
Proposed Accomplishments
People (General) : 50
Number assisted:

Actual Accomplishments
Person
Hispanic
0 0
0 0
0 0
0 0
0 0
0 0
8 8
White:

Black/African American:

Total:

Asian:

American Indian/Alaskan Native:

Native Hawaiian/Other Pacific Islander:

American Indian/Alaskan Native & White:

Asian White:

Black/African American & White:

American Indian/Alaskan Native & Black/African American:

Other multi-racial:

Asian/Pacific Islander:

Hispanic:

Owner
Total Hispanic
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
Renter
Total Hispanic
0 0
0 0
0 0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 Total
Total Hispanic Total
47 3
5 1
0 0
0 0
0 1
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0 0 57
Attachment 1
1482
DRAFT
U.S. Department of Housing and Urban Development 24-Aug-2024 19:30
8 Date:

Time:

Page:

Office of Community Planning and Development
Integrated Disbursement and Information System
CDBG Activity Summary Report (GPR) for Program Year 2023

ALISO VIEJO
PR03 - ALISO VIEJO Page: 8 of 25
Female-headed Households: 0 0 0
Income Category:

Low Mod
Moderate
Extremely Low
Non Low Moderate
Total
Percent Low/Mod
Owner
0 0
0 0
0 Renter
0 0
0 0
0 Total
0 0
0 0
0 Person
44 14
2 0
60 100.0%
Annual Accomplishments
Years Accomplishment Narrative # Benefitting
2021
2022
2023
CDBG-CV funds used to support senior meals on wheels program in response to COVID-19. A total of 52 seniors have been assisted during the FY 21-22 report period. The program allows seniors to reduce their potential exposure to the COVID-19 virus. Age Well reports a 13% increase in service request compared to pre-pandemic assistance. The Activity is complete.

On April 5, 2023, the City substantially amended the CDBG-CV action plan to reallocate $10,000 from Activity #19 (Small Business Grants). Age Well did not use these funds during the FY 22-23 report period. CDBG-CV funds will be carried into the FY 23-24 report period.

CDBG-CV funds used to support senior Meals on Wheels program in response to COVID-19. A total of 52 seniors have been assisted during the FY 23-24 report period. The program allows seniors to continue to reduce their potential exposure to the COVID-19 virus. According to a survey conducted by Age Well of Aliso Viejo during Q3 of the FY 23-24 reporting period, over 60% of Aliso Viejo program participants remain concerned about exposer to COVID-19. Over three years, 102 seniors were assisted. The Activity is complete.

Attachment 1
1483
DRAFT
U.S. Department of Housing and Urban Development 24-Aug-2024 19:30
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Time:

Page:

Office of Community Planning and Development
Integrated Disbursement and Information System
CDBG Activity Summary Report (GPR) for Program Year 2023

ALISO VIEJO
PR03 - ALISO VIEJO Page: 9 of 25
IDIS Activity: 36 - CDBG-CV - Administration
Project: 0005 - CDBG-CV Administration
PGM Year: 2020
Description:

Matrix Code: General Program Administration (21A)
Objective:

Outcome:

Open
,
National Objective:

Status:

Location:

On April 5, 2023, the City substantially amended the CDBG-CV action plan to reallocate $5,000 from Activity #19 (Small Business Grants).

Unexpended CDBG-CV funds will be carried into the FY 24-25 report period.

Initial Funding Date: 08/26/2023
Activity to prevent, prepare for, and respond to Coronavirus: Yes Financing
Fund Type Grant Year Grant Funded Amount Drawn In Program Year Drawn Thru Program Year Total

CDBG EN
Total
2020 B20MW060606 $5,000.00 $935.00 $935.00
$5,000.00 $935.00 $935.00
Proposed Accomplishments
Number assisted:

Actual Accomplishments
Person
Hispanic
0 White:

Black/African American:

Total:

Asian:

American Indian/Alaskan Native:

Native Hawaiian/Other Pacific Islander:

American Indian/Alaskan Native & White:

Asian White:

Black/African American & White:

American Indian/Alaskan Native & Black/African American:

Other multi-racial:

Asian/Pacific Islander:

Hispanic:

Owner
Total Hispanic
0 0
Renter
Total Hispanic
0 0
Total
Total Hispanic Total
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0 0
Attachment 1
1484
DRAFT
U.S. Department of Housing and Urban Development 24-Aug-2024 19:30
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Time:

Page:

Office of Community Planning and Development
Integrated Disbursement and Information System
CDBG Activity Summary Report (GPR) for Program Year 2023

ALISO VIEJO
PR03 - ALISO VIEJO Page: 10 of 25
Female-headed Households: 0
Income Category:

Low Mod
Moderate
Extremely Low
Non Low Moderate
Total
Percent Low/Mod
Owner
0 Renter
0 Total
0 0
0 0
0 Person
0 Annual Accomplishments
No data returned for this view. This might be because the applied filter excludes all data.

Attachment 1
1485
DRAFT
U.S. Department of Housing and Urban Development 24-Aug-2024 19:30
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Time:

Page:

Office of Community Planning and Development
Integrated Disbursement and Information System
CDBG Activity Summary Report (GPR) for Program Year 2023

ALISO VIEJO
PR03 - ALISO VIEJO Page: 11 of 25
IDIS Activity: 37 - Age Well Senior Services
Project: 0001 - Age Well Senior Services
PGM Year: 2023
Description:

Matrix Code: Senior Services (05A)
Availability/accessibility
Objective: Create suitable living environments
Outcome:

Completed 6/30/2024 12:00:00 AM
12 Journey Aliso Viejo, CA 92656-5335
National Objective: LMC
Status:

Location:

Meals on Wheels for homebound seniors
Initial Funding Date: 09/22/2023
Activity to prevent, prepare for, and respond to Coronavirus: No Financing
Fund Type Grant Year Grant Funded Amount Drawn In Program Year Drawn Thru Program Year Total

CDBG EN
Total
2023 B23MC060606 $6,125.00 $6,125.00 $6,125.00
$6,125.00 $6,125.00 $6,125.00
Proposed Accomplishments
People (General) : 50
Number assisted:

Actual Accomplishments
Person
Hispanic
0 0
0 0
0 0
0 0
0 0
0 0
8 8
White:

Black/African American:

Total:

Asian:

American Indian/Alaskan Native:

Native Hawaiian/Other Pacific Islander:

American Indian/Alaskan Native & White:

Asian White:

Black/African American & White:

American Indian/Alaskan Native & Black/African American:

Other multi-racial:

Asian/Pacific Islander:

Hispanic:

Owner
Total Hispanic
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
Renter
Total Hispanic
0 0
0 0
0 0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 Total
Total Hispanic Total
47 3
2 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0 0 52
Attachment 1
1486
DRAFT
U.S. Department of Housing and Urban Development 24-Aug-2024 19:30
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Time:

Page:

Office of Community Planning and Development
Integrated Disbursement and Information System
CDBG Activity Summary Report (GPR) for Program Year 2023

ALISO VIEJO
PR03 - ALISO VIEJO Page: 12 of 25
Female-headed Households: 0 0 0
Income Category:

Low Mod
Moderate
Extremely Low
Non Low Moderate
Total
Percent Low/Mod
Owner
0 0
0 0
0 Renter
0 0
0 0
0 Total
0 0
0 0
0 Person
37 14
1 0
52 100.0%
Annual Accomplishments
Years Accomplishment Narrative # Benefitting
2023 CDBG funds are allocated to provide support services for Meals on Wheels for Aliso Viejo seniors. During the FY 23-24 report period, 52 individuals were assisted. The Activity is complete.

Attachment 1
1487
DRAFT
U.S. Department of Housing and Urban Development 24-Aug-2024 19:30
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Time:

Page:

Office of Community Planning and Development
Integrated Disbursement and Information System
CDBG Activity Summary Report (GPR) for Program Year 2023

ALISO VIEJO
PR03 - ALISO VIEJO Page: 13 of 25
IDIS Activity: 38 - Fair Housing Foundation
Project: 0002 - Fair Housing Foundation
PGM Year: 2023
Description:

Fair Housing Activities (if CDBG, then
subject to 15% cap) (05J)
Matrix Code:

Availability/accessibility
Objective: Create suitable living environments
Outcome:

Completed 6/30/2024 12:00:00 AM
12 Journey Aliso Viejo, CA 92656-5335
National Objective: LMC
Status:

Location:

Fair housing outreach, education, enforcement services, and enhanced mediation services due to the lifting of the eviction moratorium Initial Funding Date: 09/22/2023
Activity to prevent, prepare for, and respond to Coronavirus: No Financing
Fund Type Grant Year Grant Funded Amount Drawn In Program Year Drawn Thru Program Year Total

CDBG EN
Total
2023 B23MC060606 $3,500.00 $3,500.00 $3,500.00
$3,500.00 $3,500.00 $3,500.00
Proposed Accomplishments
People (General) : 60
Number assisted:

Actual Accomplishments
Person
Hispanic
0 0
0 0
0 0
0 0
0 0
0 0
5 5
White:

Black/African American:

Total:

Asian:

American Indian/Alaskan Native:

Native Hawaiian/Other Pacific Islander:

American Indian/Alaskan Native & White:

Asian White:

Black/African American & White:

American Indian/Alaskan Native & Black/African American:

Other multi-racial:

Asian/Pacific Islander:

Hispanic:

Owner
Total Hispanic
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
Renter
Total Hispanic
0 0
0 0
0 0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 Total
Total Hispanic Total
33 1
1 0
0 0
0 0
0 2
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0 0 37
Attachment 1
1488
DRAFT
U.S. Department of Housing and Urban Development 24-Aug-2024 19:30
14 Date:

Time:

Page:

Office of Community Planning and Development
Integrated Disbursement and Information System
CDBG Activity Summary Report (GPR) for Program Year 2023

ALISO VIEJO
PR03 - ALISO VIEJO Page: 14 of 25
Female-headed Households: 0 0 0
Income Category:

Low Mod
Moderate
Extremely Low
Non Low Moderate
Total
Percent Low/Mod
Owner
0 0
0 0
0 Renter
0 0
0 0
0 Total
0 0
0 0
0 Person
10 13
7 7
37 81.1%
Annual Accomplishments
Years Accomplishment Narrative # Benefitting
2023 CDBG funds allocated to provide fair housing outreach, education and enforcement services. A total of 37 households were assisted during the FY 23-24 report period. A total of 11 fair housing violation allegations were been received (Mental Disability-2, Physical Disability-4, Race-1, Gender-2, Income Source-2). All were resolved via counseling. Primary landlord-tenant issues address were related to lease terms, security deposits, habitability, and evictions. The Activity is complete.

Attachment 1
1489
DRAFT
U.S. Department of Housing and Urban Development 24-Aug-2024 19:30
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Time:

Page:

Office of Community Planning and Development
Integrated Disbursement and Information System
CDBG Activity Summary Report (GPR) for Program Year 2023

ALISO VIEJO
PR03 - ALISO VIEJO Page: 15 of 25
IDIS Activity: 39 - Family Assistance Ministries
Project: 0003 - Family Assistance Ministries
PGM Year: 2023
Description:

Operating Costs of Homeless/AIDS
Patients Programs (03T)
Matrix Code:

Availability/accessibility
Objective: Create suitable living environments
Outcome:

Completed 6/30/2024 12:00:00 AM
1030 Calle Negocio San Clemente, CA 92673-6203
National Objective: LMC
Status:

Location:

Case management and support services for families with children residing in transitional housing Initial Funding Date: 09/22/2023
Activity to prevent, prepare for, and respond to Coronavirus: No Financing
Fund Type Grant Year Grant Funded Amount Drawn In Program Year Drawn Thru Program Year Total

CDBG EN
Total
2023 B23MC060606 $6,459.83 $6,459.83 $6,459.83
$6,459.83 $6,459.83 $6,459.83
Proposed Accomplishments
People (General) : 12
Number assisted:

Actual Accomplishments
Person
Hispanic
0 0
0 0
0 0
0 0
0 0
0 1
0 1
White:

Black/African American:

Total:

Asian:

American Indian/Alaskan Native:

Native Hawaiian/Other Pacific Islander:

American Indian/Alaskan Native & White:

Asian White:

Black/African American & White:

American Indian/Alaskan Native & Black/African American:

Other multi-racial:

Asian/Pacific Islander:

Hispanic:

Owner
Total Hispanic
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
Renter
Total Hispanic
0 0
0 0
0 0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 Total
Total Hispanic Total
5 0
0 0
0 0
0 1
0 3
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0 0 9
Attachment 1
1490
DRAFT
U.S. Department of Housing and Urban Development 24-Aug-2024 19:30
16 Date:

Time:

Page:

Office of Community Planning and Development
Integrated Disbursement and Information System
CDBG Activity Summary Report (GPR) for Program Year 2023

ALISO VIEJO
PR03 - ALISO VIEJO Page: 16 of 25
Female-headed Households: 0 0 0
Income Category:

Low Mod
Moderate
Extremely Low
Non Low Moderate
Total
Percent Low/Mod
Owner
0 0
0 0
0 Renter
0 0
0 0
0 Total
0 0
0 0
0 Person
9 0
0 0
9 100.0%
Annual Accomplishments
Years Accomplishment Narrative # Benefitting
2023 CDBG funds allocated to provide supportive services for families living in transitional housing. A total of 9 individuals were assisted during the FY 23-24 reporting period. The activity is complete. A balance of $1,040.17 (2023 funds) will be reprogrammed.

Attachment 1
1491
DRAFT
U.S. Department of Housing and Urban Development 24-Aug-2024 19:30
17 Date:

Time:

Page:

Office of Community Planning and Development
Integrated Disbursement and Information System
CDBG Activity Summary Report (GPR) for Program Year 2023

ALISO VIEJO
PR03 - ALISO VIEJO Page: 17 of 25
IDIS Activity: 40 - South County Outreach
Project: 0004 - South County Outreach
PGM Year: 2023
Description:

Matrix Code: Subsistence Payment (05Q)
Availability/accessibility
Objective: Create suitable living environments
Outcome:

Completed 6/30/2024 12:00:00 AM
7 Whatney Irvine, CA 92618-2839
National Objective: LMC
Status:

Location:

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)
Initial Funding Date: 09/22/2023
Activity to prevent, prepare for, and respond to Coronavirus: No Financing
Fund Type Grant Year Grant Funded Amount Drawn In Program Year Drawn Thru Program Year Total

CDBG EN
Total
2023 B23MC060606 $10,593.66 $10,593.66 $10,593.66
$10,593.66 $10,593.66 $10,593.66
Proposed Accomplishments
People (General) : 170
Number assisted:

Actual Accomplishments
Person
Hispanic
0 0
0 0
1 0
0 0
0 0
0 15
White: 51
Black/African American:

Asian:

American Indian/Alaskan Native:

Native Hawaiian/Other Pacific Islander:

American Indian/Alaskan Native & White:

Asian White:

Black/African American & White:

American Indian/Alaskan Native & Black/African American:

Other multi-racial:

Asian/Pacific Islander:

Hispanic:

Owner
Total Hispanic
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
Renter
Total Hispanic
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
Total
Total Hispanic Total
175
9 14
0 1
4 1
1 0
36 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
Attachment 1
1492
DRAFT
U.S. Department of Housing and Urban Development 24-Aug-2024 19:30
18 Date:

Time:

Page:

Office of Community Planning and Development
Integrated Disbursement and Information System
CDBG Activity Summary Report (GPR) for Program Year 2023

ALISO VIEJO
PR03 - ALISO VIEJO Page: 18 of 25
Total: 0 0 0 0 0 0 241 67
Female-headed Households: 0 0 0
Income Category:

Low Mod
Moderate
Extremely Low
Non Low Moderate
Total
Percent Low/Mod
Owner
0 0
0 0
0 Renter
0 0
0 0
0 Total
0 0
0 0
0 Person
220
21 0
0 241
100.0%
Annual Accomplishments
Years Accomplishment Narrative # Benefitting
2023 CDBG funds are allocated to support hunger and homelessness prevention services that include case management, food, and rent/utility assistance. A total of 241 individuals were assisted during the FY 23-24 report period. Sixteen (16) individuals benefitted from rent or utility assistance to prevent eviction or termination of critical utilities. All clients received case management services and access to SCO's food bank.

The Activity is complete. An unexpended balance of $8,406.34 (2023 $) will be reprogrammed.

Attachment 1
1493
DRAFT
U.S. Department of Housing and Urban Development 24-Aug-2024 19:30
19 Date:

Time:

Page:

Office of Community Planning and Development
Integrated Disbursement and Information System
CDBG Activity Summary Report (GPR) for Program Year 2023

ALISO VIEJO
PR03 - ALISO VIEJO Page: 19 of 25
IDIS Activity: 41 - ADA Sidewalk Curb Ramps
Project: 0005 - ADA Sidewalk Curb Ramps (Yr 2)
PGM Year: 2023
Description:

Matrix Code: Sidewalks (03L)
Availability/accessibility
Objective: Create suitable living environments
Outcome:

Open
12 Journey Aliso Viejo, CA 92656-5335
National Objective: LMC
Status:

Location:

Installation of sidewalk curb ramps and domes to comply with current ADA regulations in 17 locations Initial Funding Date: 09/22/2023
Activity to prevent, prepare for, and respond to Coronavirus: No Financing
Fund Type Grant Year Grant Funded Amount Drawn In Program Year Drawn Thru Program Year Total

CDBG EN
Total
2023 B23MC060606 $73,288.00 $0.00 $0.00
$73,288.00 $0.00 $0.00
Proposed Accomplishments
People (General) : 1,146
Number assisted:

Actual Accomplishments
Person
Hispanic
0 0
0 0
0 0
0 0
0 0
0 0
0 0
White:

Black/African American:

Total:

Asian:

American Indian/Alaskan Native:

Native Hawaiian/Other Pacific Islander:

American Indian/Alaskan Native & White:

Asian White:

Black/African American & White:

American Indian/Alaskan Native & Black/African American:

Other multi-racial:

Asian/Pacific Islander:

Hispanic:

Owner
Total Hispanic
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
Renter
Total Hispanic
0 0
0 0
0 0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 Total
Total Hispanic Total
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0 0
Attachment 1
1494
DRAFT
U.S. Department of Housing and Urban Development 24-Aug-2024 19:30
20 Date:

Time:

Page:

Office of Community Planning and Development
Integrated Disbursement and Information System
CDBG Activity Summary Report (GPR) for Program Year 2023

ALISO VIEJO
PR03 - ALISO VIEJO Page: 20 of 25
Female-headed Households: 0 0 0
Income Category:

Low Mod
Moderate
Extremely Low
Non Low Moderate
Total
Percent Low/Mod
Owner
0 0
0 0
0 Renter
0 0
0 0
0 Total
0 0
0 0
0 Person
0 0
0 0
0 Annual Accomplishments
Years Accomplishment Narrative # Benefitting
2023 The City initially allocated $318,288 of FY23-24 CDBG funds for the installation of sidewalk curb ramps that comply with current ADA regulations. However, in November 2023, the City substantially amendment its Action Plan to reallocate $245,000 of the funds to purchase an affordable housing unit which left $73,288 for the project. To move forward with the curb ramp project, the City allocated additional funding in FY 24-25 for this project. Construction is anticipated to be completed by the end of FY 24/25.

Attachment 1
1495
DRAFT
U.S. Department of Housing and Urban Development 24-Aug-2024 19:30
21 Date:

Time:

Page:

Office of Community Planning and Development
Integrated Disbursement and Information System
CDBG Activity Summary Report (GPR) for Program Year 2023

ALISO VIEJO
PR03 - ALISO VIEJO Page: 21 of 25
IDIS Activity: 42 - Program Administration
Project: 0006 - Program Administration
PGM Year: 2023
Description:

Matrix Code: General Program Administration (21A)
Objective:

Outcome:

Completed 6/30/2024 12:00:00 AM
,
National Objective:

Status:

Location:

CDBG program oversight and coordination, including preparation of applications, reports, and program planning documents.

The Activity is complete.

An unspent balance of $7,243.16 (2023 funds) will be reprogrammed.

Initial Funding Date: 09/22/2023
Activity to prevent, prepare for, and respond to Coronavirus: No Financing
Fund Type Grant Year Grant Funded Amount Drawn In Program Year Drawn Thru Program Year Total

CDBG EN
Total
2023 B23MC060606 $44,956.84 $44,956.84 $44,956.84
$44,956.84 $44,956.84 $44,956.84
Proposed Accomplishments
Number assisted:

Actual Accomplishments
Person
Hispanic
0 White:

Black/African American:

Total:

Asian:

American Indian/Alaskan Native:

Native Hawaiian/Other Pacific Islander:

American Indian/Alaskan Native & White:

Asian White:

Black/African American & White:

American Indian/Alaskan Native & Black/African American:

Other multi-racial:

Asian/Pacific Islander:

Hispanic:

Owner
Total Hispanic
0 0
Renter
Total Hispanic
0 0
Total
Total Hispanic Total
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0 0
Attachment 1
1496
DRAFT
U.S. Department of Housing and Urban Development 24-Aug-2024 19:30
22 Date:

Time:

Page:

Office of Community Planning and Development
Integrated Disbursement and Information System
CDBG Activity Summary Report (GPR) for Program Year 2023

ALISO VIEJO
PR03 - ALISO VIEJO Page: 22 of 25
Female-headed Households: 0
Income Category:

Attachment 1
1497
DRAFT
U.S. Department of Housing and Urban Development 24-Aug-2024 19:30
23 Date:

Time:

Page:

Office of Community Planning and Development
Integrated Disbursement and Information System
CDBG Activity Summary Report (GPR) for Program Year 2023

ALISO VIEJO
PR03 - ALISO VIEJO Page: 23 of 25
IDIS Activity: 43 - Housing Acquisition & Rehab
Project: 0007 - Housing Acquisition & Rehab
PGM Year: 2023
Description:

Matrix Code: Acquisition of Real Property (01)
Affordability
Objective: Provide decent affordable housing
Outcome:

Open
Address Suppressed
National Objective: LMH
Status:

Location:

Acquire and rehab existing attached single-family residential unit that will be used as long-term affordable housing.

Initial Funding Date: 01/09/2024
Activity to prevent, prepare for, and respond to Coronavirus: No Financing
Fund Type Grant Year Grant Funded Amount Drawn In Program Year Drawn Thru Program Year Total

CDBG EN
Total
2021
2022
2023
B21MC060606
B22MC060606
B23MC060606
$130,967.71 $130,967.71 $130,967.71
$14,553.83 $14,553.83 $14,553.83
$99,478.46 $62,044.09 $62,044.09
$245,000.00 $207,565.63 $207,565.63
Proposed Accomplishments
Housing Units : 1
Number assisted:

Actual Accomplishments
Person
Hispanic
0 0
0 0
0 0
0 0
0 0
White: 0
Black/African American:

Asian:

American Indian/Alaskan Native:

Native Hawaiian/Other Pacific Islander:

American Indian/Alaskan Native & White:

Asian White:

Black/African American & White:

American Indian/Alaskan Native & Black/African American:

Other multi-racial:

Asian/Pacific Islander:

Owner
Total Hispanic
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
Renter
Total Hispanic
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
Total
Total Hispanic Total
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
Attachment 1
1498
DRAFT
U.S. Department of Housing and Urban Development 24-Aug-2024 19:30
24 Date:

Time:

Page:

Office of Community Planning and Development
Integrated Disbursement and Information System
CDBG Activity Summary Report (GPR) for Program Year 2023

ALISO VIEJO
PR03 - ALISO VIEJO Page: 24 of 25
0 0
Total: 0
Hispanic:
0 0
0 0
0 0 0
0 0 0
0 0 0
Female-headed Households: 0 0 0
Income Category:

Low Mod
Moderate
Extremely Low
Non Low Moderate
Total
Percent Low/Mod
Owner
0 0
0 0
0 Renter
0 0
0 0
0 Total
0 0
0 0
0 Person
0 0
0 0
0 Annual Accomplishments
Years Accomplishment Narrative # Benefitting
2023 In November 2023, the City substantially amended its FY 23-24 Action Plan to reallocate $245,000 from its FY 23-24 ADA Curb Ramp project (#41) to support the acquisition of a housing unit. Funds were also used to renovate the unit which included new flooring, paint, and appliances.

The acquisition was completed in January 2024, and renovation work was completed on June 7, 2024. The City has partnered with Family Assistance Ministries (FAM) to provide supportive housing for homeless families with children. FAM has been working to place a family in the unit but has experienced delays. The unit should be occupied during FY 24-25, at which time accomplishment data will be provided and the activity will be closed. An unexpended balance of $37,434.37 (2023 funds) will be eventually be reprogrammed.

Attachment 1
1499
DRAFT
U.S. Department of Housing and Urban Development 24-Aug-2024 19:30
25 Date:

Time:

Page:

Office of Community Planning and Development
Integrated Disbursement and Information System
CDBG Activity Summary Report (GPR) for Program Year 2023

ALISO VIEJO
PR03 - ALISO VIEJO Page: 25 of 25
$730,203.08
$437,318.96
$561,827.11
Total Funded Amount:

Total Drawn In Program Year:

Total Drawn Thru Program Year:

Attachment 1
1500
DRAFT
PR26 - CDBG Financial Summary Report
U.S. Department of Housing and Urban Development
Office of Community Planning and Development
Integrated Disbursement and Information System
DATE:

TIME:

PAGE: 1
19:32
08-24-24
Program Year 2023

ALISO VIEJO , CA
Metrics
Grantee
Program Year
PART I: SUMMARY OF CDBG RESOURCES
01 UNEXPENDED CDBG FUNDS AT END OF PREVIOUS PROGRAM YEAR 02 ENTITLEMENT GRANT
03 SURPLUS URBAN RENEWAL
04 SECTION 108 GUARANTEED LOAN FUNDS
05 CURRENT YEAR PROGRAM INCOME
05a CURRENT YEAR SECTION 108 PROGRAM INCOME (FOR SI TYPE) 06 FUNDS RETURNED TO THE LINE-OF-CREDIT
06a FUNDS RETURNED TO THE LOCAL CDBG ACCOUNT
07 ADJUSTMENT TO COMPUTE TOTAL AVAILABLE
08 TOTAL AVAILABLE (SUM, LINES 01-07)
PART II: SUMMARY OF CDBG EXPENDITURES
09 DISBURSEMENTS OTHER THAN SECTION 108 REPAYMENTS AND PLANNING/ADMINISTRATION 10 ADJUSTMENT TO COMPUTE TOTAL AMOUNT SUBJECT TO LOW/MOD BENEFIT 11 AMOUNT SUBJECT TO LOW/MOD BENEFIT (LINE 09 + LINE 10) 12 DISBURSED IN IDIS FOR PLANNING/ADMINISTRATION
13 DISBURSED IN IDIS FOR SECTION 108 REPAYMENTS
14 ADJUSTMENT TO COMPUTE TOTAL EXPENDITURES
15 TOTAL EXPENDITURES (SUM, LINES 11-14)
16 UNEXPENDED BALANCE (LINE 08 - LINE 15)
PART III: LOWMOD BENEFIT THIS REPORTING PERIOD
17 EXPENDED FOR LOW/MOD HOUSING IN SPECIAL AREAS
18 EXPENDED FOR LOW/MOD MULTI-UNIT HOUSING
19 DISBURSED FOR OTHER LOW/MOD ACTIVITIES
20 ADJUSTMENT TO COMPUTE TOTAL LOW/MOD CREDIT
21 TOTAL LOW/MOD CREDIT (SUM, LINES 17-20)
22 PERCENT LOW/MOD CREDIT (LINE 21/LINE 11)

LOW/MOD BENEFIT FOR MULTI-YEAR CERTIFICATIONS
23 PROGRAM YEARS(PY) COVERED IN CERTIFICATION
24 CUMULATIVE NET EXPENDITURES SUBJECT TO LOW/MOD BENEFIT CALCULATION 25 CUMULATIVE EXPENDITURES BENEFITING LOW/MOD PERSONS
26 PERCENT BENEFIT TO LOW/MOD PERSONS (LINE 25/LINE 24) PART IV: PUBLIC SERVICE (PS) CAP CALCULATIONS
27 DISBURSED IN IDIS FOR PUBLIC SERVICES
28 PS UNLIQUIDATED OBLIGATIONS AT END OF CURRENT PROGRAM YEAR 29 PS UNLIQUIDATED OBLIGATIONS AT END OF PREVIOUS PROGRAM YEAR 30 ADJUSTMENT TO COMPUTE TOTAL PS OBLIGATIONS
31 TOTAL PS OBLIGATIONS (LINE 27 + LINE 28 - LINE 29 + LINE 30) 32 ENTITLEMENT GRANT
33 PRIOR YEAR PROGRAM INCOME
34 ADJUSTMENT TO COMPUTE TOTAL SUBJECT TO PS CAP
35 TOTAL SUBJECT TO PS CAP (SUM, LINES 32-34)
36 PERCENT FUNDS OBLIGATED FOR PS ACTIVITIES (LINE 31/LINE 35) PART V: PLANNING AND ADMINISTRATION (PA) CAP
37 DISBURSED IN IDIS FOR PLANNING/ADMINISTRATION
38 PA UNLIQUIDATED OBLIGATIONS AT END OF CURRENT PROGRAM YEAR 39 PA UNLIQUIDATED OBLIGATIONS AT END OF PREVIOUS PROGRAM YEAR 40 ADJUSTMENT TO COMPUTE TOTAL PA OBLIGATIONS
41 TOTAL PA OBLIGATIONS (LINE 37 + LINE 38 - LINE 39 +LINE 40) 42 ENTITLEMENT GRANT
43 CURRENT YEAR PROGRAM INCOME
44 ADJUSTMENT TO COMPUTE TOTAL SUBJECT TO PA CAP
45 TOTAL SUBJECT TO PA CAP (SUM, LINES 42-44)
46 PERCENT FUNDS OBLIGATED FOR PA ACTIVITIES (LINE 41/LINE 45)

ALISO VIEJO , CA
2,023.00
232,722.54
261,093.00

0.00 0.00

0.00 493,815.54
263,927.12

0.00 263,927.12
44,956.84

0.00 0.00
308,883.96
184,931.58

0.00 0.00
263,927.12

0.00 263,927.12
100.00%
PY: PY: PY:

0.00 0.00

0.00%
26,678.49

0.00 0.00

0.00 26,678.49
261,093.00

0.00 0.00
261,093.00

10.22%
44,956.84

0.00 0.00

0.00 44,956.84
261,093.00

0.00 0.00
261,093.00

17.22%
Attachment 2 1 of 6
1501
DRAFT
PR26 - CDBG Financial Summary Report
U.S. Department of Housing and Urban Development
Office of Community Planning and Development
Integrated Disbursement and Information System
DATE:

TIME:

PAGE: 2
19:32
08-24-24
Program Year 2023

ALISO VIEJO , CA
LINE 17 DETAIL: ACTIVITIES TO CONSIDER IN DETERMINING THE AMOUNT TO ENTER ON LINE 17 No data returned for this view. This might be because the applied filter excludes all data.

LINE 18 DETAIL: ACTIVITIES TO CONSIDER IN DETERMINING THE AMOUNT TO ENTER ON LINE 18 No data returned for this view. This might be because the applied filter excludes all data.

LINE 19 DETAIL: ACTIVITIES INCLUDED IN THE COMPUTATION OF LINE 19 Plan
Year
IDIS
Project
IDIS
Activity
Voucher
Number Activity Name MatrixCode
National
Objective Drawn Amount
2023
2023
2023
2023
2023
2021
2023
2023
2023
2023
2023
2023
2023
2023
Total
7 7
7 3
3 1
1 1
1 2
2 4
4 4
43 43
43 39
39 20
37 37
37 38
38 40
40 40
6872985
6897972
6929482
6872985
6929482
6929482
6872985
6897972
6929482
6872985
6929482
6872985
6897972
6929482
Housing Acquisition & Rehab
Housing Acquisition & Rehab
Housing Acquisition & Rehab
Family Assistance Ministries
Family Assistance Ministries
ADA Improvements - City Hall
Age Well Senior Services
Age Well Senior Services
Age Well Senior Services
Fair Housing Foundation
Fair Housing Foundation
South County Outreach
South County Outreach
South County Outreach
01 01
01 01
03T
03T
03T
03Z
03Z
05A
05A
05A
05A
05J
05J
05J
05Q
05Q
05Q
05Q
LMH
LMH
LMH
Matrix Code 01
LMC
LMC
Matrix Code 03T
LMC
Matrix Code 03Z
LMC
LMC
LMC
Matrix Code 05A
LMC
LMC
Matrix Code 05J
LMC
LMC
LMC
Matrix Code 05Q
$171,928.38
$5,060.90
$30,576.35
$207,565.63
$3,753.83
$2,706.00
$6,459.83
$29,683.00
$29,683.00
$1,535.00
$1,535.00
$3,055.00
$6,125.00
$1,969.27
$1,530.73
$3,500.00
$1,000.00
$8,316.78
$1,276.88
$10,593.66
$263,927.12
LINE 27 DETAIL: ACTIVITIES INCLUDED IN THE COMPUTATION OF LINE 27 Plan
Year
IDIS
Project
IDIS
Activity
Voucher
Number
Activity to
prevent,
prepare for,
and respond
to
Coronavirus
Activity Name Grant Number Fund
Type
Matrix
Code
National
Objective
Drawn Amount
2023
2023
2023
2023
2023
2023
2023
2023
2023
2023
Total
3 3
1 1
1 2
2 4
4 4
39 39
37 37
37 38
38 40
40 40
6872985
6929482
6872985
6897972
6929482
6872985
6929482
6872985
6897972
6929482
No
No
No
No
No
No
No
No
No
No
No
Family Assistance Ministries
Family Assistance Ministries
Age Well Senior Services
Age Well Senior Services
Age Well Senior Services
Fair Housing Foundation
Fair Housing Foundation
South County Outreach
South County Outreach
South County Outreach
Activity to prevent, prepare for, and respond to Coronavirus B23MC060606
B23MC060606
B23MC060606
B23MC060606
B23MC060606
B23MC060606
B23MC060606
B23MC060606
B23MC060606
B23MC060606
EN
EN
EN
EN
EN
EN
EN
EN
EN
EN
03T
03T
03T
05A
05A
05A
05A
05J
05J
05J
05Q
05Q
05Q
05Q
LMC
LMC
Matrix Code 03T
LMC
LMC
LMC
Matrix Code 05A
LMC
LMC
Matrix Code 05J
LMC
LMC
LMC
Matrix Code 05Q
$3,753.83
$2,706.00
$6,459.83
$1,535.00
$1,535.00
$3,055.00
$6,125.00
$1,969.27
$1,530.73
$3,500.00
$1,000.00
$8,316.78
$1,276.88
$10,593.66
$26,678.49
$26,678.49
LINE 37 DETAIL: ACTIVITIES INCLUDED IN THE COMPUTATION OF LINE 37 Attachment 2 2 of 6
1502
DRAFT
PR26 - CDBG Financial Summary Report
U.S. Department of Housing and Urban Development
Office of Community Planning and Development
Integrated Disbursement and Information System
DATE:

TIME:

PAGE: 3
19:32
08-24-24
Program Year 2023

ALISO VIEJO , CA
Plan
Year
IDIS
Project
IDIS
Activity
Voucher
Number Activity Name MatrixCode
National
Objective Drawn Amount
2023
2023
2023
2023
Total
6 6
6 6
42 42
42 42
6833333
6872985
6897972
6929482
Program Administration
Program Administration
Program Administration
Program Administration
21A
21A
21A
21A
21A Matrix Code 21A
$15,799.90
$8,555.50
$2,963.44
$17,638.00
$44,956.84
$44,956.84
Attachment 2 3 of 6
1503
DRAFT
PR26 - CDBG-CV Financial Summary Report
U.S. Department of Housing and Urban Development
Office of Community Planning and Development
Integrated Disbursement and Information System
DATE:

TIME:

PAGE: 1
19:33
08-24-24

ALISO VIEJO , CA
Metrics
New Grantee (CV)
PART I: SUMMARY OF CDBG-CV RESOURCES
01 CDBG-CV GRANT
02 FUNDS RETURNED TO THE LINE-OF-CREDIT
03 FUNDS RETURNED TO THE LOCAL CDBG ACCOUNT
04 TOTAL CDBG-CV FUNDS AWARDED
PART II: SUMMARY OF CDBG-CV EXPENDITURES
05 DISBURSEMENTS OTHER THAN SECTION 108 REPAYMENTS AND PLANNING/ADMINISTRATION 06 DISBURSED IN IDIS FOR PLANNING/ADMINISTRATION
07 DISBURSED IN IDIS FOR SECTION 108 REPAYMENTS
08 TOTAL EXPENDITURES (SUM, LINES 05 - 07)
09 UNEXPENDED BALANCE (LINE 04 - LINE8 )
PART III: LOWMOD BENEFIT FOR THE CDBG-CV GRANT
10 EXPENDED FOR LOW/MOD HOUSING IN SPECIAL AREAS
11 EXPENDED FOR LOW/MOD MULTI-UNIT HOUSING
12 DISBURSED FOR OTHER LOW/MOD ACTIVITIES
13 TOTAL LOW/MOD CREDIT (SUM, LINES 10 - 12)
14 AMOUNT SUBJECT TO LOW/MOD BENEFIT (LINE 05)
15 PERCENT LOW/MOD CREDIT (LINE 13/LINE 14)
PART IV: PUBLIC SERVICE (PS) CALCULATIONS
16 DISBURSED IN IDIS FOR PUBLIC SERVICES
17 CDBG-CV GRANT
18 PERCENT OF FUNDS DISBURSED FOR PS ACTIVITIES (LINE 16/LINE 17) PART V: PLANNING AND ADMINISTRATION (PA) CAP
19 DISBURSED IN IDIS FOR PLANNING/ADMINISTRATION
20 CDBG-CV GRANT
21 PERCENT OF FUNDS DISBURSED FOR PA ACTIVITIES (LINE 19/LINE 20)

ALISO VIEJO , CA

414,751.00

0.00 0.00
414,751.00

355,532.90
935.00

0.00 356,467.90
58,283.10

0.00 0.00
355,532.90
355,532.90
355,532.90
100.00%

332,049.50
414,751.00

80.06%

935.00
414,751.00

0.23%
Attachment 2 4 of 6
1504
DRAFT
PR26 - CDBG-CV Financial Summary Report
U.S. Department of Housing and Urban Development
Office of Community Planning and Development
Integrated Disbursement and Information System
DATE:

TIME:

PAGE: 2
19:33
08-24-24

ALISO VIEJO , CA
LINE 10 DETAIL: ACTIVITIES TO CONSIDER IN DETERMINING THE AMOUNT TO ENTER ON LINE 10 No data returned for this view. This might be because the applied filter excludes all data.

LINE 11 DETAIL: ACTIVITIES TO CONSIDER IN DETERMINING THE AMOUNT TO ENTER ON LINE 11 No data returned for this view. This might be because the applied filter excludes all data.

LINE 12 DETAIL: ACTIVITIES INCLUDED IN THE COMPUTATION OF LINE 12 Plan Year IDIS Project IDIS
Activity
Voucher
Number Activity Name MatrixCode
National
Objective Drawn Amount
2020
Total
3 4
17 18
30 31
19 6512426
6538181
6672624
6676334
6803934
6512426
6538181
6657643
6672624
6759707
6803934
6872985
6929482
6657643
6672624
6932072
6672624
6759707
6803934
6720862
6759707
6803934
6804272
6833333
CDBG-CV1&3 - Family Assistance Ministries
CDBG-CV1&3 - Family Assistance Ministries
CDBG-CV1&3 - Family Assistance Ministries
CDBG-CV1&3 - Family Assistance Ministries
CDBG-CV1&3 - Family Assistance Ministries
CDBG-CV1&3 - South County Outreach
CDBG-CV1&3 - South County Outreach
CDBG-CV1&3 - South County Outreach
CDBG-CV1&3 - South County Outreach
CDBG-CV1&3 - South County Outreach
CDBG-CV1&3 - South County Outreach
CDBG-CV1&3 - South County Outreach
CDBG-CV1&3 - South County Outreach
CDBG-CV3 Age Well Senior Services
CDBG-CV3 Age Well Senior Services
CDBG-CV3 Age Well Senior Services
CDBG-CV3 YMCA
CDBG-CV3 YMCA
CDBG-CV3 YMCA
CDBG-CV1 - Small Business Loans
CDBG-CV1 - Small Business Loans
CDBG-CV1 - Small Business Loans
CDBG-CV1 - Small Business Loans
CDBG-CV1 - Small Business Loans
05Q
05Q
05Q
05Q
05Q
05Q
05Q
05Q
05Q
05Q
05Q
05Q
05Q
05A
05A
05A
05L
05L
05L
18A
18A
18A
18A
18A
LMC
LMC
LMC
LMC
LMC
LMC
LMC
LMC
LMC
LMC
LMC
LMC
LMC
LMC
LMC
LMC
LMC
LMC
LMC
LMJ
LMJ
LMJ
LMJ
LMJ
$6,267.04
$12,160.72
$37,355.25
$14,657.79
$8,083.95
$14,089.52
$7,917.00
$14,344.86
$24,357.99
$15,934.56
$1,880.82
$43,087.15
$56,912.85
$30,000.00
$10,000.00
$10,000.00
$3,616.95
$7,401.77
$13,981.28
$2,295.00
$1,125.00
$2,563.40
$7,500.00
$10,000.00
$355,532.90
LINE 16 DETAIL: ACTIVITIES INCLUDED IN THE COMPUTATION OF LINE 16 Plan Year IDIS Project IDIS
Activity
Voucher
Number Activity Name MatrixCode
National
Objective Drawn Amount
2020 3 17
18 6512426
6538181
6672624
6676334
6803934
6512426
6538181
CDBG-CV1&3 - Family Assistance Ministries
CDBG-CV1&3 - Family Assistance Ministries
CDBG-CV1&3 - Family Assistance Ministries
CDBG-CV1&3 - Family Assistance Ministries
CDBG-CV1&3 - Family Assistance Ministries
CDBG-CV1&3 - South County Outreach
CDBG-CV1&3 - South County Outreach
05Q
05Q
05Q
05Q
05Q
05Q
05Q
LMC
LMC
LMC
LMC
LMC
LMC
LMC
$6,267.04
$12,160.72
$37,355.25
$14,657.79
$8,083.95
$14,089.52
$7,917.00
Attachment 2 5 of 6
1505
DRAFT
PR26 - CDBG-CV Financial Summary Report
U.S. Department of Housing and Urban Development
Office of Community Planning and Development
Integrated Disbursement and Information System
DATE:

TIME:

PAGE: 3
19:33
08-24-24

ALISO VIEJO , CA
Plan Year IDIS Project IDIS
Activity
Voucher
Number Activity Name MatrixCode
National
Objective Drawn Amount
2020
Total
3 18
30 31
6657643
6672624
6759707
6803934
6872985
6929482
6657643
6672624
6932072
6672624
6759707
6803934
CDBG-CV1&3 - South County Outreach
CDBG-CV1&3 - South County Outreach
CDBG-CV1&3 - South County Outreach
CDBG-CV1&3 - South County Outreach
CDBG-CV1&3 - South County Outreach
CDBG-CV1&3 - South County Outreach
CDBG-CV3 Age Well Senior Services
CDBG-CV3 Age Well Senior Services
CDBG-CV3 Age Well Senior Services
CDBG-CV3 YMCA
CDBG-CV3 YMCA
CDBG-CV3 YMCA
05Q
05Q
05Q
05Q
05Q
05Q
05A
05A
05A
05L
05L
05L
LMC
LMC
LMC
LMC
LMC
LMC
LMC
LMC
LMC
LMC
LMC
LMC
$14,344.86
$24,357.99
$15,934.56
$1,880.82
$43,087.15
$56,912.85
$30,000.00
$10,000.00
$10,000.00
$3,616.95
$7,401.77
$13,981.28
$332,049.50
LINE 19 DETAIL: ACTIVITIES INCLUDED IN THE COMPUTATION OF LINE 19 Plan Year IDIS Project IDIS
Activity
Voucher
Number Activity Name MatrixCode
National
Objective Drawn Amount
2020
Total
5 36 6929482 CDBG-CV - Administration 21A $935.00
$935.00
Attachment 2 6 of 6
1506
DRAFT
City of Aliso Viejo Analysis of Impediments to Fair Housing Summary

Page 1 of 2 ends

Aliso Viejo City CouncilSeptember 18, 2024

Aliso Viejo City Council
September 18, 2024